Jefferson Shreve stock trades
- Most recent buys: ADBE (May 8, 2025, -36% since), AMD (May 8, 2025, +434% since), AEO (May 8, 2025, +60% since).
- 128 of the 189 purchases we can price are higher today. The median one is +20%, against +37% for the S&P 500 over the same holding periods.
- Largest disclosed buy: $500,001 - $1,000,000 of MSFT on May 8, 2025.
Price changes use the closing price on each trade date, not the price actually paid, and ignore dividends. Filings report amounts only as ranges, so these figures show direction, not anyone's actual profit.
Jefferson Shreve reported 635 transactions in 12 disclosure filings with the House Clerk for 2025–2026: 207 purchases, 426 sales, and 2 exchanges across 254 stocks, with trade dates from May 8, 2015 to May 20, 2026. The most-traded stock is AMAT (5 trades). The median gap between trade date and filing date is 37 days, and 2 trades were reported more than 45 days after it happened.
Jefferson Shreve currently serves in the US House of Representatives for IN's 6th congressional district (IN-06) as a Republican. This profile is generated from 12 periodic transaction reports in the House Clerk's public disclosure index.
- 635
- 2025–2026
- 207 / 426
- $86.0M – $389.8M
- sum of reported ranges
- #5
- of 177 filers by row count
Republican · IN-06 · Latest filing 2026-06-06. Ranges are the filed brackets; no midpoint estimates or portfolio value are inferred.
Would copying these trades beat the S&P 500?Most-traded tickers
The 12 most-reported tickers, ranked by transaction count. Tickers with three or more rows for this member link to a dedicated page; others link to the all-Congress ticker page or the company profile.
| Ticker | Rows | Buys | Sells | Last trade |
|---|---|---|---|---|
| AMAT Applied Materials, Inc. - Common Stock | 5 | 3 | 2 | 2025-05-12 |
| AMD Advanced Micro Devices, Inc. | 5 | 3 | 2 | 2025-05-12 |
| BLK BlackRock, Inc. Common Stock | 5 | 2 | 3 | 2025-05-12 |
| HAL Halliburton Company Common Stock | 5 | 1 | 4 | 2025-05-12 |
| HD Home Depot, Inc. | 5 | 3 | 2 | 2025-05-12 |
| NVDA NVIDIA Corporation - Common Stock | 5 | 2 | 3 | 2025-05-12 |
| ORCL Oracle Corporation Common Stock | 5 | 3 | 2 | 2025-05-12 |
| TTD The Trade Desk, Inc. - Class A Common Stock | 5 | 2 | 3 | 2025-05-12 |
| TXN Texas Instruments Incorporated - Common Stock | 5 | 3 | 2 | 2025-05-12 |
| AAPL Apple Inc. - Common Stock | 4 | 2 | 2 | 2025-05-12 |
| ADBE Adobe Inc. - Common Stock | 4 | 2 | 2 | 2025-05-12 |
| AKAM Akamai Technologies, Inc. - Common Stock | 4 | 2 | 2 | 2025-05-12 |
Disclosure profile
- Periodic reports parsed
- 12
- Distinct tickers
- 254
- First / last trade
- 2015-05-08 → 2026-05-20
- Median filing lag
- 37 days
- Rows filed after 45 days
- 2
- Reported owner
- Self 635
How long disclosure took
Days from trade date to filing date for 635 rows. The STOCK Act allows 30 days from notification and no more than 45 days from the trade. A late row is a timing fact, not evidence of wrongdoing.
- 0–15 days
- 112
- 16–30 days
- 89
- 31–45 days
- 432
- Over 45 days
- 2
- Median / longest
- 37d / 3698d
Source documents
12 House Clerk periodic transaction reports, newest first. Each link opens the official filing.
- #20034653Filed 2026-06-06 · 2 rows
- #20034084Filed 2026-03-14 · 5 rows
- #20033709Filed 2026-01-02 · 2 rows
- #20033705Filed 2026-01-01 · 2 rows
- #20033700Filed 2025-12-31 · 2 rows
- #20033699Filed 2025-12-30 · 2 rows
- #20033575Filed 2025-12-14 · 2 rows
- #20030387Filed 2025-06-22 · 295 rows
- #20030231Filed 2025-05-08 · 142 rows
- #20029038Filed 2025-04-11 · 114 rows
- #20027879Filed 2025-03-09 · 66 rows
- #20026770Filed 2025-02-12 · 1 row
What Jefferson Shreve's filings don’t tell you
A disclosure row records a trade date, an amount bracket, and who owned the asset. It does not say why the trade was made, whether the position is still held, or anything about the business behind the ticker: revenue trends, margins, balance-sheet risk, or valuation. Those answers are in company filings, not congressional ones.
- Applied Materials, Inc. financials and filings
Audited SEC figures, what moves AMAT, and primary sources.
Compare AMAT vs AMD side by side - Advanced Micro Devices, Inc. financials and filings
Audited SEC figures, what moves AMD, and primary sources.
Compare AMAT vs AMD side by side - BlackRock, Inc. financials and filings
Audited SEC figures, what moves BLK, and primary sources.
To work through a company yourself, use our stock research checklist. Members get the full version of that work: one sourced investment call a month, with the numbers and the risks that would change the view.
Members-only research
We've researched stocks Jefferson Shreve traded
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Read the full researchAll verified transactions
Parsed from official House Clerk periodic transaction reports for 2025 and 2026. Sort any column, filter by type or reported owner, and open the filing date to read the source filing. Amounts are the ranges reported on the filing.
| Type | Owner | ||||
|---|---|---|---|---|---|
JP Morgan 3-Year Auto Callable Buffer Note INDU/NDX/RTY- May 2026 Structured Note | Purchase | Self | $5,000,001 - $25,000,000 | 2026-06-06 #20034653 | |
Morgan Stanley 37-Month One-time Callable Note INDU/SPX - May 2026 Structured Note | Purchase | Self | $1,000,001 - $5,000,000 | 2026-06-06 #20034653 | |
Prudential RILA - 10% Buffer 3-year Alliance Bernstein 500 Plus Index Buffered Indexed Annuity Exchange | Purchase | Self | $1,000,001 - $5,000,000 | 2026-03-14 #20034084 | |
Prudential RILA - 10% Buffer 3-year S&P 500 Index Buffered Indexed Annuity Exchange | Purchase | Self | $1,000,001 - $5,000,000 | 2026-03-14 #20034084 | |
Prudential RILA - 10% Buffer 6-year Alliance Bernstein 500 Plus Index with participation rate Buffered Indexed Annuity Exchange | Purchase | Self | $1,000,001 - $5,000,000 | 2026-03-14 #20034084 | |
Brighthouse Buffered Annuity Russell 2000 Cap Rate Buffered Indexed Annuity Exchange | Sale | Self | $5,000,001 - $25,000,000 | 2026-03-14 #20034084 | |
Brighthouse Buffered Annuity S&P 500 Trigger Rate Buffered Indexed Annuity Exchange | Sale | Self | $5,000,001 - $25,000,000 | 2026-03-14 #20034084 | |
JP Morgan 3-year auto callable buffer note Structured Note | Purchase | Self | $5,000,001 - $25,000,000 | 2026-01-02 #20033709 | |
JP Morgan 3-year one-time callable barrier note Structured Note | Purchase | Self | $5,000,001 - $25,000,000 | 2026-01-02 #20033709 | |
JP Morgan 3-year auto callable buffer note Structured Note | Purchase | Self | $5,000,001 - $25,000,000 | 2026-01-01 #20033705 | |
JP Morgan 3-year auto callable buffer note Structured Note | Purchase | Self | $5,000,001 - $25,000,000 | 2025-12-31 #20033700 | |
JP Morgan 3-year auto callable buffer note Structured Note | Purchase | Self | $5,000,001 - $25,000,000 | 2025-12-30 #20033699 | |
Prudential RILA - 10% Buffer 3-year Alliance Bernstein 500 Plus Index Buffered Index Annuity | Purchase | Self | $5,000,001 - $25,000,000 | 2026-01-01 #20033705 | |
Prudential RILA - 10% Buffer 3-year S&P 500 Index Buffered Index Annuity | Purchase | Self | $5,000,001 - $25,000,000 | 2025-12-31 #20033700 | |
Prudential RILA - 10% Buffer 6-year Alliance Bernstein 500 Plus Index with participation rate Buffered Index Annuity | Purchase | Self | $5,000,001 - $25,000,000 | 2025-12-30 #20033699 | |
Bank of Montreal 13-Month Digital Buffer Note Structured Note | Purchase | Self | $5,000,001 - $25,000,000 | 2025-12-14 #20033575 | |
JP Morgan 5 year Barrier Note INDU/NDX/RTY Structured Note | Purchase | Self | $5,000,001 - $25,000,000 | 2025-12-14 #20033575 | |
Citigroup Inc 5.875 2033-02-22 Account Closing | Sale | Self | $50,001 - $100,000 | 2025-06-22 #20030387 | |
Colorado St Brd Governors Univ Enterprise Sys Rev 5.000 2030-03-01 Account Closing | Sale | Self | $1,001 - $15,000 | 2025-06-22 #20030387 | |
Comcast 6.50% maturing 11/15/35 Account Closing | Sale | Self | $15,001 - $50,000 | 2025-06-22 #20030387 | |
Connecticut St Spl Tax Oblig Rev 5.00 2032-5-1/ 207758ZUO Account Closing | Sale | Self | $1,001 - $15,000 | 2025-06-22 #20030387 | |
Corpus Christi Tex Indpt Sch Dist 4.000 2028-08-15 Account Closing | Sale | Self | $50,001 - $100,000 | 2025-06-22 #20030387 | |
Cuyahoga Cnty Ohio Economic Dev Rev 5.000 2025-12-01 Account Closing | Sale | Self | $15,001 - $50,000 | 2025-06-22 #20030387 | |
Cypress Fairbanks Tex Indpt Sch Dist 5.0000 2032-02-15 Account Closing | Sale | Self | $1,001 - $15,000 | 2025-06-22 #20030387 | |
Denton Cnty Tex 4.0000 2029-07-15 Account Closing | Sale | Self | $1,001 - $15,000 | 2025-06-22 #20030387 | |
Denton Tex 5.0000 2029-02-15 Account Closing | Sale | Self | $1,001 - $15,000 | 2025-06-22 #20030387 | |
Denton Tex Indpt Sch Dist 5.0000 2029-08-15 Account Closing | Sale | Self | $1,001 - $15,000 | 2025-06-22 #20030387 | |
District Columbia Income Tax Rev 5.000 2032-03-01 Account Closing | Sale | Self | $1,001 - $15,000 | 2025-06-22 #20030387 | |
Douglas Cnty Neb Sch Dist No001 5.000 2028-12-15 Account Closing | Sale | Self | $15,001 - $50,000 | 2025-06-22 #20030387 | |
Florida St Dept Environmental Protn Account Closing | Sale | Self | $1,001 - $15,000 | 2025-06-22 #20030387 | |
Florida St Dept Transn Fing Corp Rev 5.000 2032-07-01 Account Closing | Sale | Self | $1,001 - $15,000 | 2025-06-22 #20030387 | |
Fort Bend Tex Indpt Sch Dist 5.00 2027-8-15/ 346843KW4 Account Closing | Sale | Self | $15,001 - $50,000 | 2025-06-22 #20030387 | |
General Motors Financial Company Inc 2.35 2031-01-08 Account Closing | Sale | Self | $50,001 - $100,000 | 2025-06-22 #20030387 | |
Grand Praire Tex 5.0000 2032-02-15 Account Closing | Sale | Self | $15,001 - $50,000 | 2025-06-22 #20030387 | |
Greater Orlando Aviation Auth Orlando FLA Arpt Fac Rev 2032-10- 01 Account Closing | Sale | Self | $1,001 - $15,000 | 2025-06-22 #20030387 | |
Gregory Portland Tex Indpt Sch Dist 5.000 2028-02-15 Account Closing | Sale | Self | $15,001 - $50,000 | 2025-06-22 #20030387 | |
Houston Tex 5.000 2031-03-01/ 4423315C4 Account Closing | Sale | Self | $15,001 - $50,000 | 2025-06-22 #20030387 | |
JP Morgan 4.912 7-25-33 '32/ 46647PDH6 Account Closing | Sale | Self | $1,001 - $15,000 | 2025-06-22 #20030387 | |
Kansas City MO 4.0000 2030-02-01 Account Closing | Sale | Self | $15,001 - $50,000 | 2025-06-22 #20030387 | |
Lakewood Ohio City Sch Dist 5.0000 2025-12-01 Account Closing | Sale | Self | $1,001 - $15,000 | 2025-06-22 #20030387 | |
Laredo TEX 5.000 2031-2-15/ 516824JB6 Account Closing | Sale | Self | $15,001 - $50,000 | 2025-06-22 #20030387 | |
Las Vegas Nev 4.000 2027-06-01 Account Closing | Sale | Self | $15,001 - $50,000 | 2025-06-22 #20030387 | |
Lovejoy Indpt Sch Dist Tex 4.0000 2032-2-15 Account Closing | Sale | Self | $15,001 - $50,000 | 2025-06-22 #20030387 | |
Maryland St Dept Transn Cons Transn 5.000 2029-09-01 Account Closing | Sale | Self | $1,001 - $15,000 | 2025-06-22 #20030387 | |
Memphis TN 5.0000 2032-05-01 Account Closing | Sale | Self | $1,001 - $15,000 | 2025-06-22 #20030387 | |
Memphis-Shelby Cnty TN Indl Dev Brd Economic Dev Growth Engine TDZ Rev 5.0000 2025-11-01 Account Closing | Sale | Self | $15,001 - $50,000 | 2025-06-22 #20030387 | |
Metropolitan Govt Nashville & Davidson CntyTN 4.0000 2032-01- 01/ 592112UX2 Account Closing | Sale | Self | $1,001 - $15,000 | 2025-06-22 #20030387 | |
Minnesota ST 5.00 2025-08-01 Account Closing | Sale | Self | $15,001 - $50,000 | 2025-06-22 #20030387 | |
Minnesota St 5.00000 2025-08-01 Account Closing | Sale | Self | $15,001 - $50,000 | 2025-06-22 #20030387 | |
New York NY 5.0000 2028-08-01 Account Closing | Sale | Self | $15,001 - $50,000 | 2025-06-22 #20030387 | |
New York NY 5.0000 2033-08-01 Account Closing | Sale | Self | $1,001 - $15,000 | 2025-06-22 #20030387 | |
New York NY City Transitional Fin Auth Bldg Aid Rev 5.000 2029-07-15 Account Closing | Sale | Self | $1,001 - $15,000 | 2025-06-22 #20030387 | |
New York NY Transitional Fin Auth Bldg Aid Rev 5.0000 2030-07-15 Account Closing | Sale | Self | $1,001 - $15,000 | 2025-06-22 #20030387 | |
Ohio St Spl Oblig 5.0000 2029-04-01 Account Closing | Sale | Self | $1,001 - $15,000 | 2025-06-22 #20030387 | |
Ohio St Wtr Dev Auth Wtr Pollution Ctl Rev 5.000 2032-06-01 Account Closing | Sale | Self | $1,001 - $15,000 | 2025-06-22 #20030387 | |
Ohio St Wtr Dev Auth Wtr Pollution Ctl Rev 5.000 2032-06-01 Account Closing | Sale | Self | $1,001 - $15,000 | 2025-06-22 #20030387 | |
Omaha Pub Pwr Dist Neb Elec Rev 5.0000 2027-02-01 Account Closing | Sale | Self | $15,001 - $50,000 | 2025-06-22 #20030387 | |
Oregon St 5.0000 2028-12-01 Account Closing | Sale | Self | $15,001 - $50,000 | 2025-06-22 #20030387 | |
Oviedo FLA Util Rev 5.0000 2032-10- 01 Account Closing | Sale | Self | $1,001 - $15,000 | 2025-06-22 #20030387 | |
Pierce Cnty Wash Dist No 010 Tacoma 5.000 2025-12-01 Account Closing | Sale | Self | $15,001 - $50,000 | 2025-06-22 #20030387 | |
Plano Tex Indpt Sch Dist 5.0000 2032-02-15 Account Closing | Sale | Self | $15,001 - $50,000 | 2025-06-22 #20030387 | |
PNC Finl Svc 6.875 10/20/34 '33 FRN Account Closing | Sale | Self | $50,001 - $100,000 | 2025-06-22 #20030387 | |
Port Tacoma Wash Rev 4.0000 2025- 12-01 Account Closing | Sale | Self | $1,001 - $15,000 | 2025-06-22 #20030387 | |
Sherman Tex 5.0000 2025-08-15 Account Closing | Sale | Self | $1,001 - $15,000 | 2025-06-22 #20030387 | |
South Jordan Utah Sales Tax Rev 5.00 2028-8-15 Account Closing | Sale | Self | $1,001 - $15,000 | 2025-06-22 #20030387 | |
Southwest Allen Ind Multi Sch Bldg Corp 5.0000 2029-07-15 Account Closing | Sale | Self | $15,001 - $50,000 | 2025-06-22 #20030387 | |
Spotsylvania Cnty VA Wtr & Swr Rev 5.0000 2025-12-01 Account Closing | Sale | Self | $15,001 - $50,000 | 2025-06-22 #20030387 | |
Texas Tech Univ Revs 5.000 2029- 02-15 Account Closing | Sale | Self | $1,001 - $15,000 | 2025-06-22 #20030387 | |
Tri-cnty Met Transn Dist Ore Rev 5.000 2027-09-01 Account Closing | Sale | Self | $1,001 - $15,000 | 2025-06-22 #20030387 | |
Vermillion S D Sch Dist No 13-1 5.0000 2030-08-01 Account Closing | Sale | Self | $1,001 - $15,000 | 2025-06-22 #20030387 | |
Vistancia Cmnty Facs Dist Arizona 4.00 2025-07-15 Account Closing | Sale | Self | $50,001 - $100,000 | 2025-06-22 #20030387 | |
Washington Cnty Tenn 4.0000 2027- 06-01 Account Closing | Sale | Self | $50,001 - $100,000 | 2025-06-22 #20030387 | |
Weld Cnty Colo Sch Dist No Re 4.50000 2025-12-01 Account Closing | Sale | Self | $15,001 - $50,000 | 2025-06-22 #20030387 | |
Wells Fargo 5.574 07/25/29 '28 Mtn Account Closing | Sale | Self | $15,001 - $50,000 | 2025-06-22 #20030387 | |
Wells Fargo 6.491 10/23/34 '33 MTN Account Closing | Sale | Self | $50,001 - $100,000 | 2025-06-22 #20030387 | |
3M Company Common Stock Account Closing MMM | Sale | Self | $15,001 - $50,000 | 2025-06-22 #20030387 | |
Abbott Laboratories Common Stock Account Closing ABT | Sale | Self | $50,001 - $100,000 | 2025-06-22 #20030387 | |
Adobe Inc. - Common Stock Account Closing ADBE | Sale | Self | $15,001 - $50,000 | 2025-06-22 #20030387 | |
Advanced Micro Devices, Inc. Account Closing AMD | Sale | Self | $50,001 - $100,000 | 2025-06-22 #20030387 | |
Agilent Technologies, Inc. Common Stock Account Closing A | Sale | Self | $15,001 - $50,000 | 2025-06-22 #20030387 | |
Akamai Technologies, Inc. - Common Stock Account Closing AKAM | Sale | Self | $15,001 - $50,000 | 2025-06-22 #20030387 | |
Albemarle Corporation Common Stock Account Closing ALB | Sale | Self | $15,001 - $50,000 | 2025-06-22 #20030387 | |
Alnylam Pharmaceuticals, Inc. - Common Stock Account Closing ALNY | Sale | Self | $15,001 - $50,000 | 2025-06-22 #20030387 | |
Alphabet Inc. - Class A Common Stock Account Closing GOOGL | Sale | Self | $100,001 - $250,000 | 2025-06-22 #20030387 | |
Alphabet Inc. - Class C Capital Stock Account Closing GOOG | Sale | Self | $100,001 - $250,000 | 2025-06-22 #20030387 | |
Amazon.com, Inc. - Common Stock Account Closing AMZN | Sale | Self | $250,001 - $500,000 | 2025-06-22 #20030387 | |
American Eagle Outfitters, Inc. Common Stock Account Closing AEO | Sale | Self | $15,001 - $50,000 | 2025-06-22 #20030387 | |
American Express Company Common Stock Account Closing AXP | Sale | Self | $15,001 - $50,000 | 2025-06-22 #20030387 | |
American International Group, Inc. New Common Stock Account Closing AIG | Sale | Self | $15,001 - $50,000 | 2025-06-22 #20030387 | |
American Tower Corporation Account Closing AMT | Sale | Self | $15,001 - $50,000 | 2025-06-22 #20030387 | |
American Water Works Company, Inc. Common Stock Account Closing AWK | Sale | Self | $15,001 - $50,000 | 2025-06-22 #20030387 | |
Amgen Inc. - Common Stock Account Closing AMGN | Sale | Self | $15,001 - $50,000 | 2025-06-22 #20030387 | |
Analog Devices, Inc. - Common Stock Account Closing ADI | Sale | Self | $15,001 - $50,000 | 2025-06-22 #20030387 | |
Apple Inc. - Common Stock Account Closing AAPL | Sale | Self | $100,001 - $250,000 | 2025-06-22 #20030387 | |
Applied Materials, Inc. - Common Stock Account Closing AMAT | Sale | Self | $50,001 - $100,000 | 2025-06-22 #20030387 | |
Applovin Corporation - Class A Common Stock Account Closing APP | Sale | Self | $15,001 - $50,000 | 2025-06-22 #20030387 | |
Aptiv PLC Ordinary Shares Account Closing APTV | Sale | Self | $15,001 - $50,000 | 2025-06-22 #20030387 | |
Arch Capital Group Ltd. - Common Stock Account Closing ACGL | Sale | Self | $15,001 - $50,000 | 2025-06-22 #20030387 | |
Ares Management Corporation Class A Common Stock Account Closing ARES | Sale | Self | $50,001 - $100,000 | 2025-06-22 #20030387 | |
Arista Networks, Inc. Common Stock Account Closing ANET | Sale | Self | $50,001 - $100,000 | 2025-06-22 #20030387 | |
AT&T Inc. Account Closing T | Sale | Self | $15,001 - $50,000 | 2025-06-22 #20030387 | |
Autodesk, Inc. - Common Stock Account Closing ADSK | Sale | Self | $15,001 - $50,000 | 2025-06-22 #20030387 | |
Automatic Data Processing, Inc. - Common Stock Account Closing ADP | Sale | Self | $50,001 - $100,000 | 2025-06-22 #20030387 | |
AutoZone, Inc. Common Stock Account Closing AZO | Sale | Self | $50,001 - $100,000 | 2025-06-22 #20030387 | |
Axon Enterprise, Inc. - Common Stock Account Closing AXON | Sale | Self | $15,001 - $50,000 | 2025-06-22 #20030387 | |
Ball Corporation Common Stock Account Closing BALL | Sale | Self | $15,001 - $50,000 | 2025-06-22 #20030387 | |
Bank of America Corporation Common Stock Account Closing BAC | Sale | Self | $15,001 - $50,000 | 2025-06-22 #20030387 | |
Berkshire Hathaway Inc. New Common Stock Account Closing BRK.B | Sale | Self | $100,001 - $250,000 | 2025-06-22 #20030387 | |
BlackRock, Inc. Common Stock Account Closing BLK | Sale | Self | $50,001 - $100,000 | 2025-06-22 #20030387 | |
Boeing Company Account Closing BA | Sale | Self | $50,001 - $100,000 | 2025-06-22 #20030387 | |
Booking Holdings Inc. - Common Stock Account Closing BKNG | Sale | Self | $50,001 - $100,000 | 2025-06-22 #20030387 | |
Boston Scientific Corporation Common Stock Account Closing BSX | Sale | Self | $15,001 - $50,000 | 2025-06-22 #20030387 | |
Bristol-Myers Squibb Company Common Stock Account Closing BMY | Sale | Self | $15,001 - $50,000 | 2025-06-22 #20030387 | |
Broadcom Inc. - Common Stock Account Closing AVGO | Sale | Self | $15,001 - $50,000 | 2025-06-22 #20030387 | |
Buckle, Inc. Account Closing BKE | Sale | Self | $15,001 - $50,000 | 2025-06-22 #20030387 | |
Cadence Design Systems, Inc. - Common Stock Account Closing CDNS | Sale | Self | $50,001 - $100,000 | 2025-06-22 #20030387 | |
Carnival Corporation Common Stock Account Closing CCL | Sale | Self | $15,001 - $50,000 | 2025-06-22 #20030387 | |
Casella Waste Systems, Inc. - Class A Common Stock Account Closing CWST | Sale | Self | $50,001 - $100,000 | 2025-06-22 #20030387 | |
Caterpillar, Inc. Common Stock Account Closing CAT | Sale | Self | $15,001 - $50,000 | 2025-06-22 #20030387 | |
Cboe Global Markets, Inc. Account Closing CBOE | Sale | Self | $50,001 - $100,000 | 2025-06-22 #20030387 | |
Cencora, Inc. Common Stock Account Closing COR | Sale | Self | $50,001 - $100,000 | 2025-06-22 #20030387 | |
Centene Corporation Common Stock Account Closing CNC | Sale | Self | $15,001 - $50,000 | 2025-06-22 #20030387 | |
Charles River Laboratories International, Inc. Common Stock Account Closing CRL | Sale | Self | $15,001 - $50,000 | 2025-06-22 #20030387 | |
Charles Schwab Corporation Account Closing SCHW | Sale | Self | $15,001 - $50,000 | 2025-06-22 #20030387 | |
Charter Communications, Inc. - Class A Common Stock Account Closing CHTR | Sale | Self | $15,001 - $50,000 | 2025-06-22 #20030387 | |
Cheniere Energy, Inc. Common Stock Account Closing LNG | Sale | Self | $15,001 - $50,000 | 2025-06-22 #20030387 | |
Chevron Corporation Common Stock Account Closing CVX | Sale | Self | $15,001 - $50,000 | 2025-06-22 #20030387 | |
Chipotle Mexican Grill, Inc. Common Stock Account Closing CMG | Sale | Self | $50,001 - $100,000 | 2025-06-22 #20030387 | |
Chubb Limited Common Stock Account Closing CB | Sale | Self | $15,001 - $50,000 | 2025-06-22 #20030387 | |
Cintas Corporation - Common Stock Account Closing CTAS | Sale | Self | $50,001 - $100,000 | 2025-06-22 #20030387 | |
Cisco Systems, Inc. - Common Stock Account Closing CSCO | Sale | Self | $50,001 - $100,000 | 2025-06-22 #20030387 | |
Cloudflare, Inc. Class A Common Stock Account Closing NET | Sale | Self | $15,001 - $50,000 | 2025-06-22 #20030387 | |
CME Group Inc. - Class A Common Stock Account Closing CME | Sale | Self | $15,001 - $50,000 | 2025-06-22 #20030387 | |
CNO Financial Group, Inc. Common Stock Account Closing CNO | Sale | Self | $15,001 - $50,000 | 2025-06-22 #20030387 | |
Coca-Cola Company Account Closing KO | Sale | Self | $100,001 - $250,000 | 2025-06-22 #20030387 | |
Coinbase Global, Inc. - Class A Common Stock Account Closing COIN | Sale | Self | $15,001 - $50,000 | 2025-06-22 #20030387 | |
Comcast Corporation - Class A Common Stock Account Closing CMCSA | Sale | Self | $15,001 - $50,000 | 2025-06-22 #20030387 | |
ConocoPhillips Common Stock Account Closing COP | Sale | Self | $15,001 - $50,000 | 2025-06-22 #20030387 | |
Constellation Energy Corporation - Common Stock Account Closing CEG | Sale | Self | $15,001 - $50,000 | 2025-06-22 #20030387 | |
Copart, Inc. - Common Stock Account Closing CPRT | Sale | Self | $15,001 - $50,000 | 2025-06-22 #20030387 | |
CoStar Group, Inc. - Common Stock Account Closing CSGP | Sale | Self | $15,001 - $50,000 | 2025-06-22 #20030387 | |
Costco Wholesale Corporation - Common Stock Account Closing COST | Sale | Self | $100,001 - $250,000 | 2025-06-22 #20030387 | |
Coterra Energy Inc. Common Stock Account Closing CTRA | Sale | Self | $15,001 - $50,000 | 2025-06-22 #20030387 | |
CrowdStrike Holdings, Inc. - Class A Common Stock Account Closing CRWD | Sale | Self | $15,001 - $50,000 | 2025-06-22 #20030387 | |
Crown Castle Inc. Common Stock Account Closing CCI | Sale | Self | $15,001 - $50,000 | 2025-06-22 #20030387 | |
CSX Corporation Account Closing CSX | Sale | Self | $15,001 - $50,000 | 2025-06-22 #20030387 | |
CVS Health Corporation Common Stock Account Closing CVS | Sale | Self | $15,001 - $50,000 | 2025-06-22 #20030387 | |
Danaher Corporation Common Stock Account Closing DHR | Sale | Self | $15,001 - $50,000 | 2025-06-22 #20030387 | |
Deere & Company Common Stock Account Closing DE | Sale | Self | $50,001 - $100,000 | 2025-06-22 #20030387 | |
Delta Air Lines, Inc. Common Stock Account Closing DAL | Sale | Self | $15,001 - $50,000 | 2025-06-22 #20030387 | |
Devon Energy Corporation Common Stock Account Closing DVN | Sale | Self | $15,001 - $50,000 | 2025-06-22 #20030387 | |
DexCom, Inc. - Common Stock Account Closing DXCM | Sale | Self | $15,001 - $50,000 | 2025-06-22 #20030387 | |
Dollar General Corporation Common Stock Account Closing DG | Sale | Self | $15,001 - $50,000 | 2025-06-22 #20030387 | |
DoorDash, Inc. - Common Stock Account Closing DASH | Sale | Self | $15,001 - $50,000 | 2025-06-22 #20030387 | |
Edwards Lifesciences Corporation Common Stock Account Closing EW | Sale | Self | $50,001 - $100,000 | 2025-06-22 #20030387 | |
Elevance Health, Inc. Common Stock Account Closing ELV | Sale | Self | $15,001 - $50,000 | 2025-06-22 #20030387 | |
Eli Lilly and Company Common Stock Account Closing LLY | Sale | Self | $100,001 - $250,000 | 2025-06-22 #20030387 | |
EPAM Systems, Inc. Common Stock Account Closing EPAM | Sale | Self | $15,001 - $50,000 | 2025-06-22 #20030387 | |
Exponent, Inc. - Common Stock Account Closing EXPO | Sale | Self | $15,001 - $50,000 | 2025-06-22 #20030387 | |
Exxon Mobil Corporation Common Stock Account Closing XOM | Sale | Self | $50,001 - $100,000 | 2025-06-22 #20030387 | |
Fidelity National Information Services, Inc. Common Stock Account Closing FIS | Sale | Self | $50,001 - $100,000 | 2025-06-22 #20030387 | |
First Busey Corporation - Common Stock Account Closing BUSE | Sale | Self | $15,001 - $50,000 | 2025-06-22 #20030387 | |
Fiserv, Inc. Common Stock Account Closing FI | Sale | Self | $15,001 - $50,000 | 2025-06-22 #20030387 | |
Fortinet, Inc. - Common Stock Account Closing FTNT | Sale | Self | $15,001 - $50,000 | 2025-06-22 #20030387 | |
GE Aerospace Common Stock Account Closing GE | Sale | Self | $50,001 - $100,000 | 2025-06-22 #20030387 | |
GE Vernova Inc. Common Stock Account Closing GEV | Sale | Self | $50,001 - $100,000 | 2025-06-22 #20030387 | |
General Motors Company Common Stock Account Closing GM | Sale | Self | $15,001 - $50,000 | 2025-06-22 #20030387 | |
Gilead Sciences, Inc. - Common Stock Account Closing GILD | Sale | Self | $15,001 - $50,000 | 2025-06-22 #20030387 | |
Goldman Sachs Group, Inc. Account Closing GS | Sale | Self | $15,001 - $50,000 | 2025-06-22 #20030387 | |
Halliburton Company Common Stock Account Closing HAL | Sale | Self | $15,001 - $50,000 | 2025-06-22 #20030387 | |
Hanover Insurance Group Inc Account Closing THG | Sale | Self | $15,001 - $50,000 | 2025-06-22 #20030387 | |
Highwoods Properties, Inc. Common Stock Account Closing HIW | Sale | Self | $15,001 - $50,000 | 2025-06-22 #20030387 | |
Home BancShares, Inc. Common Stock Account Closing HOMB | Sale | Self | $15,001 - $50,000 | 2025-06-22 #20030387 | |
Home Depot, Inc. Account Closing HD | Sale | Self | $15,001 - $50,000 | 2025-06-22 #20030387 | |
Hubbell Inc Common Stock Account Closing HUBB | Sale | Self | $15,001 - $50,000 | 2025-06-22 #20030387 | |
IDACORP, Inc. Common Stock Account Closing IDA | Sale | Self | $15,001 - $50,000 | 2025-06-22 #20030387 | |
IDEXX Laboratories, Inc. - Common Stock Account Closing IDXX | Sale | Self | $100,001 - $250,000 | 2025-06-22 #20030387 | |
International Business Machines Corporation Common Stock Account Closing IBM | Sale | Self | $15,001 - $50,000 | 2025-06-22 #20030387 | |
Intuit Inc. - Common Stock Account Closing INTU | Sale | Self | $100,001 - $250,000 | 2025-06-22 #20030387 | |
Intuitive Surgical, Inc. - Common Stock Account Closing ISRG | Sale | Self | $15,001 - $50,000 | 2025-06-22 #20030387 | |
Johnson & Johnson Common Stock Account Closing JNJ | Sale | Self | $50,001 - $100,000 | 2025-06-22 #20030387 | |
JP Morgan Chase & Co. Common Stock Account Closing JPM | Sale | Self | $100,001 - $250,000 | 2025-06-22 #20030387 | |
Kroger Company Account Closing KR | Sale | Self | $15,001 - $50,000 | 2025-06-22 #20030387 | |
Lam Research Corporation - Common Stock Account Closing LRCX | Sale | Self | $15,001 - $50,000 | 2025-06-22 #20030387 | |
Lennar Corporation Class A Common Stock Account Closing LEN | Sale | Self | $15,001 - $50,000 | 2025-06-22 #20030387 | |
Linde plc - Ordinary Shares Account Closing LIN | Sale | Self | $50,001 - $100,000 | 2025-06-22 #20030387 | |
Littelfuse, Inc. - Common Stock Account Closing LFUS | Sale | Self | $15,001 - $50,000 | 2025-06-22 #20030387 | |
Lockheed Martin Corporation Common Stock Account Closing LMT | Sale | Self | $15,001 - $50,000 | 2025-06-22 #20030387 | |
Lowe's Companies, Inc. Common Stock Account Closing LOW | Sale | Self | $15,001 - $50,000 | 2025-06-22 #20030387 | |
lululemon athletica inc. - Common Stock Account Closing LULU | Sale | Self | $15,001 - $50,000 | 2025-06-22 #20030387 | |
Marathon Petroleum Corporation Common Stock Account Closing MPC | Sale | Self | $15,001 - $50,000 | 2025-06-22 #20030387 | |
Marvell Technology, Inc. - Common Stock Account Closing MRVL | Sale | Self | $50,001 - $100,000 | 2025-06-22 #20030387 | |
Mastercard Incorporated Common Stock Account Closing MA | Sale | Self | $50,001 - $100,000 | 2025-06-22 #20030387 | |
Match Group, Inc. - Common Stock Account Closing MTCH | Sale | Self | $15,001 - $50,000 | 2025-06-22 #20030387 | |
McDonald's Corporation Common Stock Account Closing MCD | Sale | Self | $15,001 - $50,000 | 2025-06-22 #20030387 | |
McKesson Corporation Common Stock Account Closing MCK | Sale | Self | $15,001 - $50,000 | 2025-06-22 #20030387 | |
Meta Platforms, Inc. - Class A Common Stock Account Closing META | Sale | Self | $100,001 - $250,000 | 2025-06-22 #20030387 | |
Microsoft Corporation - Common Stock Account Closing MSFT | Sale | Self | $500,001 - $1,000,000 | 2025-06-22 #20030387 | |
MicroStrategy Incorporated - Class A Common Stock Account Closing MSTR | Sale | Self | $15,001 - $50,000 | 2025-06-22 #20030387 | |
Nasdaq, Inc. - Common Stock Account Closing NDAQ | Sale | Self | $15,001 - $50,000 | 2025-06-22 #20030387 | |
Netflix, Inc. - Common Stock Account Closing NFLX | Sale | Self | $100,001 - $250,000 | 2025-06-22 #20030387 | |
Newmont Corporation Account Closing NEM | Sale | Self | $15,001 - $50,000 | 2025-06-22 #20030387 | |
NextEra Energy, Inc. Common Stock Account Closing NEE | Sale | Self | $50,001 - $100,000 | 2025-06-22 #20030387 | |
NiSource Inc Common Stock Account Closing NI | Sale | Self | $50,001 - $100,000 | 2025-06-22 #20030387 | |
NVIDIA Corporation - Common Stock Account Closing NVDA | Sale | Self | $500,001 - $1,000,000 | 2025-06-22 #20030387 | |
Occidental Petroleum Corporation Common Stock Account Closing OXY | Sale | Self | $15,001 - $50,000 | 2025-06-22 #20030387 | |
OGE Energy Corp Common Stock Account Closing OGE | Sale | Self | $100,001 - $250,000 | 2025-06-22 #20030387 | |
Old Republic International Corporation Common Stock Account Closing ORI | Sale | Self | $15,001 - $50,000 | 2025-06-22 #20030387 | |
Oracle Corporation Common Stock Account Closing ORCL | Sale | Self | $15,001 - $50,000 | 2025-06-22 #20030387 | |
Palantir Technologies Inc. - Class A Common Stock Account Closing PLTR | Sale | Self | $50,001 - $100,000 | 2025-06-22 #20030387 | |
Palo Alto Networks, Inc. Account Closing PANW | Sale | Self | $15,001 - $50,000 | 2025-06-22 #20030387 | |
PayPal Holdings, Inc. - Common Stock Account Closing PYPL | Sale | Self | $15,001 - $50,000 | 2025-06-22 #20030387 | |
Pepsico, Inc. Account Closing PEP | Sale | Self | $15,001 - $50,000 | 2025-06-22 #20030387 | |
Philip Morris International Inc Common Stock Account Closing PM | Sale | Self | $100,001 - $250,000 | 2025-06-22 #20030387 | |
Phillips 66 Common Stock Account Closing PSX | Sale | Self | $15,001 - $50,000 | 2025-06-22 #20030387 | |
Primerica, Inc. Common Stock Account Closing PRI | Sale | Self | $15,001 - $50,000 | 2025-06-22 #20030387 | |
Procter & Gamble Company Account Closing PG | Sale | Self | $50,001 - $100,000 | 2025-06-22 #20030387 | |
Progressive Corporation Account Closing PGR | Sale | Self | $50,001 - $100,000 | 2025-06-22 #20030387 | |
Prudential Financial, Inc. Common Stock Account Closing PRU | Sale | Self | $15,001 - $50,000 | 2025-06-22 #20030387 | |
PulteGroup, Inc. Common Stock Account Closing PHM | Sale | Self | $15,001 - $50,000 | 2025-06-22 #20030387 | |
Quanta Services, Inc. Common Stock Account Closing PWR | Sale | Self | $50,001 - $100,000 | 2025-06-22 #20030387 | |
Rapid7, Inc. - Common Stock Account Closing RPD | Sale | Self | $15,001 - $50,000 | 2025-06-22 #20030387 | |
Realty Income Corporation Common Stock Account Closing O | Sale | Self | $50,001 - $100,000 | 2025-06-22 #20030387 | |
RLI Corp. Common Stock Account Closing RLI | Sale | Self | $15,001 - $50,000 | 2025-06-22 #20030387 | |
Ross Stores, Inc. - Common Stock Account Closing ROST | Sale | Self | $15,001 - $50,000 | 2025-06-22 #20030387 | |
Royal Caribbean Cruises Ltd. Common Stock Account Closing RCL | Sale | Self | $50,001 - $100,000 | 2025-06-22 #20030387 | |
Royal Gold, Inc. - Common Stock Account Closing RGLD | Sale | Self | $50,001 - $100,000 | 2025-06-22 #20030387 | |
RTX Corporation Common Stock Account Closing RTX | Sale | Self | $15,001 - $50,000 | 2025-06-22 #20030387 | |
Rush Enterprises, Inc. - Class B Common Stock Account Closing RUSHB | Sale | Self | $50,001 - $100,000 | 2025-06-22 #20030387 | |
S&P Global Inc. Common Stock Account Closing SPGI | Sale | Self | $50,001 - $100,000 | 2025-06-22 #20030387 | |
Salesforce, Inc. Common Stock Account Closing CRM | Sale | Self | $15,001 - $50,000 | 2025-06-22 #20030387 | |
SBA Communications Corporation - Class A Common Stock Account Closing SBAC | Sale | Self | $50,001 - $100,000 | 2025-06-22 #20030387 | |
Schneider National, Inc. Common Stock Account Closing SNDR | Sale | Self | $15,001 - $50,000 | 2025-06-22 #20030387 | |
Sherwin-Williams Company Account Closing SHW | Sale | Self | $15,001 - $50,000 | 2025-06-22 #20030387 | |
Snowflake Inc. Class A Common Stock Account Closing SNOW | Sale | Self | $15,001 - $50,000 | 2025-06-22 #20030387 | |
Spotify Technology S.A. Ordinary Shares Account Closing SPOT | Sale | Self | $50,001 - $100,000 | 2025-06-22 #20030387 | |
Stryker Corporation Common Stock Account Closing SYK | Sale | Self | $50,001 - $100,000 | 2025-06-22 #20030387 | |
Synopsys, Inc. - Common Stock Account Closing SNPS | Sale | Self | $50,001 - $100,000 | 2025-06-22 #20030387 | |
Sysco Corporation Common Stock Account Closing SYY | Sale | Self | $15,001 - $50,000 | 2025-06-22 #20030387 | |
Take-Two Interactive Software, Inc. - Common Stock Account Closing TTWO | Sale | Self | $15,001 - $50,000 | 2025-06-22 #20030387 | |
Tesla, Inc. - Common Stock Account Closing TSLA | Sale | Self | $100,001 - $250,000 | 2025-06-22 #20030387 | |
Texas Instruments Incorporated - Common Stock Account Closing TXN | Sale | Self | $100,001 - $250,000 | 2025-06-22 #20030387 | |
The Carlyle Group Inc. - Common Stock Account Closing CG | Sale | Self | $50,001 - $100,000 | 2025-06-22 #20030387 | |
The Cigna Group Common Stock Account Closing CI | Sale | Self | $15,001 - $50,000 | 2025-06-22 #20030387 | |
The J.M. Smucker Company Common Stock Account Closing SJM | Sale | Self | $15,001 - $50,000 | 2025-06-22 #20030387 | |
The Trade Desk, Inc. - Class A Common Stock Account Closing TTD | Sale | Self | $15,001 - $50,000 | 2025-06-22 #20030387 | |
TJX Companies, Inc. Account Closing TJX | Sale | Self | $50,001 - $100,000 | 2025-06-22 #20030387 | |
Trane Technologies plc Account Closing TT | Sale | Self | $50,001 - $100,000 | 2025-06-22 #20030387 | |
Transdigm Group Incorporated Common Stock Account Closing TDG | Sale | Self | $15,001 - $50,000 | 2025-06-22 #20030387 | |
Uber Technologies, Inc. Common Stock Account Closing UBER | Sale | Self | $50,001 - $100,000 | 2025-06-22 #20030387 | |
Union Pacific Corporation Common Stock Account Closing UNP | Sale | Self | $15,001 - $50,000 | 2025-06-22 #20030387 | |
United Community Banks, Inc. Common Stock Account Closing UCB | Sale | Self | $50,001 - $100,000 | 2025-06-22 #20030387 | |
Univest Financial Corporation - Common Stock Account Closing UVSP | Sale | Self | $15,001 - $50,000 | 2025-06-22 #20030387 | |
Verizon Communications Inc. Common Stock Account Closing VZ | Sale | Self | $15,001 - $50,000 | 2025-06-22 #20030387 | |
Vertex Pharmaceuticals Incorporated - Common Stock Account Closing VRTX | Sale | Self | $15,001 - $50,000 | 2025-06-22 #20030387 | |
Visa Inc. Account Closing V | Sale | Self | $100,001 - $250,000 | 2025-06-22 #20030387 | |
Walmart Inc. Common Stock Account Closing WMT | Sale | Self | $100,001 - $250,000 | 2025-06-22 #20030387 | |
Walt Disney Company Account Closing DIS | Sale | Self | $15,001 - $50,000 | 2025-06-22 #20030387 | |
Warner Bros. Discovery, Inc. - Series A Common Stock Account Closing WBD | Sale | Self | $15,001 - $50,000 | 2025-06-22 #20030387 | |
Wells Fargo & Company Common Stock Account Closing WFC | Sale | Self | $50,001 - $100,000 | 2025-06-22 #20030387 | |
Welltower Inc. Common Stock Account Closing WELL | Sale | Self | $50,001 - $100,000 | 2025-06-22 #20030387 | |
Western Digital Corporation - Common Stock Account Closing WDC | Sale | Self | $15,001 - $50,000 | 2025-06-22 #20030387 | |
Williams Companies, Inc. Account Closing WMB | Sale | Self | $50,001 - $100,000 | 2025-06-22 #20030387 | |
Workday, Inc. - Class A Common Stock Account Closing WDAY | Sale | Self | $50,001 - $100,000 | 2025-06-22 #20030387 | |
Zoetis Inc. Class A Common Stock Account Closing ZTS | Sale | Self | $15,001 - $50,000 | 2025-06-22 #20030387 | |
Zoom Communications, Inc. - Class A Common Stock Account Closing ZM | Sale | Self | $15,001 - $50,000 | 2025-06-22 #20030387 | |
Adobe Inc. - Common Stock Portfolio Rebalance ADBE | Purchase | Self | $15,001 - $50,000 | 2025-06-22 #20030387 | |
Advanced Micro Devices, Inc. - Common Stock Portfolio Rebalance AMD | Purchase | Self | $15,001 - $50,000 | 2025-06-22 #20030387 | |
American Eagle Outfitters, Inc. Common Stock Portfolio Rebalance AEO | Purchase | Self | $15,001 - $50,000 | 2025-06-22 #20030387 | |
American Express Company Common Stock Portfolio Rebalance AXP | Purchase | Self | $15,001 - $50,000 | 2025-06-22 #20030387 | |
Aon plc Class A Ordinary Shares Portfolio Rebalance AON | Sale | Self | $15,001 - $50,000 | 2025-06-22 #20030387 | |
Apple Inc. - Common Stock Portfolio Rebalance AAPL | Sale | Self | $500,001 - $1,000,000 | 2025-06-22 #20030387 | |
Applied Materials, Inc. - Common Stock Portfolio Rebalance AMAT | Sale | Self | $50,001 - $100,000 | 2025-06-22 #20030387 | |
Aptiv PLC Ordinary Shares Portfolio Rebalance APTV | Sale | Self | $15,001 - $50,000 | 2025-06-22 #20030387 | |
Ball Corporation Common Stock Portfolio Rebalance BALL | Sale | Self | $15,001 - $50,000 | 2025-06-22 #20030387 | |
Bank of America Corporation Common Stock Portfolio Rebalance BAC | Purchase | Self | $15,001 - $50,000 | 2025-06-22 #20030387 | |
BlackRock, Inc. Common Stock Portfolio Rebalance BLK | Sale | Self | $50,001 - $100,000 | 2025-06-22 #20030387 | |
Block, Inc. Class A Common Stock, Portfolio Rebalance XYZ | Sale | Self | $15,001 - $50,000 | 2025-06-22 #20030387 | |
Carnival Corporation Common Stock Portfolio Rebalance CCL | Purchase | Self | $15,001 - $50,000 | 2025-06-22 #20030387 | |
Charles River Laboratories International, Inc. Common Stock Portfolio Rebalance CRL | Purchase | Self | $15,001 - $50,000 | 2025-06-22 #20030387 | |
Chevron Corporation Common Stock Portfolio Rebalance CVX | Sale | Self | $15,001 - $50,000 | 2025-06-22 #20030387 | |
Cintas Corporation - Common Stock Portfolio Rebalance CTAS | Sale | Self | $15,001 - $50,000 | 2025-06-22 #20030387 | |
Coinbase Global, Inc. - Class A Common Stock Portfolio Rebalance COIN | Purchase | Self | $15,001 - $50,000 | 2025-06-22 #20030387 | |
Constellation Energy Corporation - Common Stock Portfolio Rebalance CEG | Purchase | Self | $15,001 - $50,000 | 2025-06-22 #20030387 | |
Coterra Energy Inc. Common Stock Portfolio Rebalance CTRA | Sale | Self | $15,001 - $50,000 | 2025-06-22 #20030387 | |
Devon Energy Corporation Common Stock Portfolio Rebalance DVN | Purchase | Self | $15,001 - $50,000 | 2025-06-22 #20030387 | |
DexCom, Inc. - Common Stock Portfolio Rebalance DXCM | Purchase | Self | $15,001 - $50,000 | 2025-06-22 #20030387 | |
Ecolab Inc. Common Stock Portfolio Rebalance ECL | Sale | Self | $100,001 - $250,000 | 2025-06-22 #20030387 | |
GE Aerospace Common Stock Portfolio Rebalance GE | Purchase | Self | $50,001 - $100,000 | 2025-06-22 #20030387 | |
Goldman Sachs Group, Inc. Portfolio Rebalance GS | Purchase | Self | $15,001 - $50,000 | 2025-06-22 #20030387 | |
Halliburton Company Common Stock Portfolio Rebalance HAL | Purchase | Self | $15,001 - $50,000 | 2025-06-22 #20030387 | |
HNI Corporation Common Stock Portfolio Rebalance HNI | Sale | Self | $15,001 - $50,000 | 2025-06-22 #20030387 | |
Home Depot, Inc. Portfolio Rebalance HD | Sale | Self | $50,001 - $100,000 | 2025-06-22 #20030387 | |
Intuitive Surgical, Inc. - Common Stock Portfolio Rebalance ISRG | Purchase | Self | $15,001 - $50,000 | 2025-06-22 #20030387 | |
Lennar Corporation Class A Common Stock Portfolio Rebalance LEN | Purchase | Self | $15,001 - $50,000 | 2025-06-22 #20030387 | |
Marvell Technology, Inc. - Common Stock Portfolio Rebalance MRVL | Sale | Self | $15,001 - $50,000 | 2025-06-22 #20030387 | |
Medtronic plc. Ordinary Shares Portfolio Rebalance MDT | Sale | Self | $15,001 - $50,000 | 2025-06-22 #20030387 | |
Microsoft Corporation - Common Stock Portfolio Rebalance MSFT | Purchase | Self | $500,001 - $1,000,000 | 2025-06-22 #20030387 | |
NVIDIA Corporation - Common Stock Portfolio Rebalance NVDA | Purchase | Self | $100,001 - $250,000 | 2025-06-22 #20030387 | |
Occidental Petroleum Corporation Common Stock Portfolio Rebalance OXY | Purchase | Self | $15,001 - $50,000 | 2025-06-22 #20030387 | |
Oracle Corporation Common Stock Portfolio Rebalance ORCL | Purchase | Self | $15,001 - $50,000 | 2025-06-22 #20030387 | |
Palo Alto Networks, Inc. Portfolio Rebalance PANW | Purchase | Self | $15,001 - $50,000 | 2025-06-22 #20030387 | |
Salesforce, Inc. Common Stock Portfolio Rebalance CRM | Purchase | Self | $15,001 - $50,000 | 2025-06-22 #20030387 | |
Texas Instruments Incorporated - Common Stock Portfolio Rebalance TXN | Sale | Self | $15,001 - $50,000 | 2025-06-22 #20030387 | |
The Trade Desk, Inc. - Class A Common Stock Portfolio Rebalance TTD | Purchase | Self | $15,001 - $50,000 | 2025-06-22 #20030387 | |
Transdigm Group Incorporated Common Stock Portfolio Rebalance TDG | Sale | Self | $15,001 - $50,000 | 2025-06-22 #20030387 | |
United Parcel Service, Inc. Common Stock Portfolio Rebalance UPS | Sale | Self | $15,001 - $50,000 | 2025-06-22 #20030387 | |
UnitedHealth Group Incorporated Common Stock Portfolio Rebalance UNH | Sale | Self | $15,001 - $50,000 | 2025-06-22 #20030387 | |
Walt Disney Company Portfolio Rebalance DIS | Purchase | Self | $15,001 - $50,000 | 2025-06-22 #20030387 | |
Workday, Inc. - Class A Common Stock Portfolio Rebalance WDAY | Sale | Self | $15,001 - $50,000 | 2025-06-22 #20030387 | |
AbbVie Inc. Common Stock Portfolio Rebalance ABBV | Sale | Self | $50,001 - $100,000 | 2025-05-08 #20030231 | |
Agilent Technologies, Inc. Common Stock Portfolio Rebalance A | Purchase | Self | $15,001 - $50,000 | 2025-05-08 #20030231 | |
Applied Materials, Inc. - Common Stock Portfolio Rebalance AMAT | Purchase | Self | $50,001 - $100,000 | 2025-05-08 #20030231 | |
Ares Management Corporation Class A Common Stock Portfolio Rebalance ARES | Purchase | Self | $50,001 - $100,000 | 2025-05-08 #20030231 | |
Autodesk, Inc. - Common Stock Portfolio Rebalance ADSK | Purchase | Self | $15,001 - $50,000 | 2025-05-08 #20030231 | |
Broadcom Inc. - Common Stock Portfolio Rebalance AVGO | Sale | Self | $100,001 - $250,000 | 2025-05-08 #20030231 | |
Caterpillar, Inc. Common Stock Portfolio Rebalance CAT | Purchase | Self | $15,001 - $50,000 | 2025-05-08 #20030231 | |
Chipotle Mexican Grill, Inc. Common Stock Portfolio Rebalance CMG | Purchase | Self | $50,001 - $100,000 | 2025-05-08 #20030231 | |
CSX Corporation Portfolio Rebalance CSX | Purchase | Self | $15,001 - $50,000 | 2025-05-08 #20030231 | |
First Busey Corporation - Common Stock Portfolio Rebalance BUSE | Sale | Self | $15,001 - $50,000 | 2025-05-08 #20030231 | |
Fortune Brands Innovations, Inc. Common Stock Portfolio Rebalance FBIN | Sale | Self | $15,001 - $50,000 | 2025-05-08 #20030231 | |
Heico Corporation Common Stock Portfolio Rebalance HEI.A | Sale | Self | $15,001 - $50,000 | 2025-05-08 #20030231 | |
Littelfuse, Inc. - Common Stock Portfolio Rebalance LFUS | Purchase | Self | $15,001 - $50,000 | 2025-05-08 #20030231 | |
lululemon athletica inc. - Common Stock Portfolio Rebalance LULU | Sale | Self | $15,001 - $50,000 | 2025-05-08 #20030231 | |
Merck & Company, Inc. Common Stock Portfolio Rebalance MRK | Sale | Self | $15,001 - $50,000 | 2025-05-08 #20030231 | |
Meta Platforms, Inc. - Class A Common Stock Portfolio Rebalance META | Sale | Self | $15,001 - $50,000 | 2025-05-08 #20030231 | |
NextEra Energy, Inc. Common Stock Portfolio Rebalance NEE | Purchase | Self | $15,001 - $50,000 | 2025-05-08 #20030231 | |
Ross Stores, Inc. - Common Stock Portfolio Rebalance ROST | Purchase | Self | $15,001 - $50,000 | 2025-05-08 #20030231 | |
S&P Global Inc. Common Stock Portfolio Rebalance SPGI | Purchase | Self | $50,001 - $100,000 | 2025-05-08 #20030231 | |
Stag Industrial, Inc. Common Stock Portfolio Rebalance STAG | Sale | Self | $15,001 - $50,000 | 2025-05-08 #20030231 | |
Stryker Corporation Common Stock Portfolio Rebalance SYK | Purchase | Self | $15,001 - $50,000 | 2025-05-08 #20030231 | |
Synopsys, Inc. - Common Stock Portfolio Rebalance SNPS | Purchase | Self | $50,001 - $100,000 | 2025-05-08 #20030231 | |
The Carlyle Group Inc. - Common Stock Portfolio Rebalance CG | Sale | Self | $15,001 - $50,000 | 2025-05-08 #20030231 | |
United Parcel Service, Inc. Common Stock Portfolio Rebalance UPS | Sale | Self | $15,001 - $50,000 | 2025-05-08 #20030231 | |
Western Digital Corporation - Common Stock Portfolio Rebalance WDC | Purchase | Self | $15,001 - $50,000 | 2025-05-08 #20030231 | |
Zoetis Inc. Class A Common Stock Portfolio Rebalance ZTS | Sale | Self | $15,001 - $50,000 | 2025-05-08 #20030231 | |
Pembroke Pines FL Cap Impt Re 5.000 Portfolio Rebalance | Sale | Self | $1,001 - $15,000 | 2025-05-08 #20030231 | |
Amgen Inc. - Common Stock Portfolio Rebalance AMGN | Purchase | Self | $15,001 - $50,000 | 2025-05-08 #20030231 | |
Applied Materials, Inc. - Common Stock Portfolio Rebalance AMAT | Purchase | Self | $15,001 - $50,000 | 2025-05-08 #20030231 | |
Block, Inc. Class A Common Stock, Portfolio Rebalance XYZ | Sale | Self | $15,001 - $50,000 | 2025-05-08 #20030231 | |
Clorox Company Portfolio Rebalance CLX | Sale | Self | $15,001 - $50,000 | 2025-05-08 #20030231 | |
ConocoPhillips Common Stock Portfolio Rebalance COP | Purchase | Self | $15,001 - $50,000 | 2025-05-08 #20030231 | |
Crown Castle Inc. Common Stock Portfolio Rebalance CCI | Purchase | Self | $15,001 - $50,000 | 2025-05-08 #20030231 | |
Herc Holdings Inc. Common Stock Portfolio Rebalance HRI | Sale | Self | $15,001 - $50,000 | 2025-05-08 #20030231 | |
Keysight Technologies Inc. Common Stock Portfolio Rebalance KEYS | Sale | Self | $15,001 - $50,000 | 2025-05-08 #20030231 | |
LGI Homes, Inc. - Common Stock Portfolio Rebalance LGIH | Sale | Self | $15,001 - $50,000 | 2025-05-08 #20030231 | |
Lockheed Martin Corporation Common Stock Portfolio Rebalance LMT | Purchase | Self | $15,001 - $50,000 | 2025-05-08 #20030231 | |
Lowe's Companies, Inc. Common Stock Portfolio Rebalance LOW | Purchase | Self | $15,001 - $50,000 | 2025-05-08 #20030231 | |
McDonald's Corporation Common Stock Portfolio Rebalance MCD | Purchase | Self | $15,001 - $50,000 | 2025-05-08 #20030231 | |
Netflix, Inc. - Common Stock Portfolio Rebalance NFLX | Purchase | Self | $15,001 - $50,000 | 2025-05-08 #20030231 | |
Norfolk Southern Corporation Common Stock Portfolio Rebalance NSC | Sale | Self | $15,001 - $50,000 | 2025-05-08 #20030231 | |
Pfizer, Inc. Common Stock Portfolio Rebalance PFE | Sale | Self | $15,001 - $50,000 | 2025-05-08 #20030231 | |
Schlumberger N.V. Common Stock Portfolio Rebalance SLB | Sale | Self | $15,001 - $50,000 | 2025-05-08 #20030231 | |
Spotify Technology S.A. Ordinary Shares Portfolio Rebalance SPOT | Purchase | Self | $15,001 - $50,000 | 2025-05-08 #20030231 | |
Stag Industrial, Inc. Common Stock Portfolio Rebalance STAG | Sale | Self | $50,001 - $100,000 | 2025-05-08 #20030231 | |
Walmart Inc. Common Stock Portfolio Rebalance WMT | Purchase | Self | $15,001 - $50,000 | 2025-05-08 #20030231 | |
Weyerhaeuser Company Common Stock Portfolio Rebalance WY | Sale | Self | $15,001 - $50,000 | 2025-05-08 #20030231 | |
Adobe Inc. - Common Stock Portfolio Rebalance ADBE | Sale | Self | $15,001 - $50,000 | 2025-05-08 #20030231 | |
Advanced Micro Devices, Inc. Portfolio Rebalance AMD | Sale | Self | $50,001 - $100,000 | 2025-05-08 #20030231 | |
Akamai Technologies, Inc. - Common Stock Portfolio Rebalance AKAM | Purchase | Self | $15,001 - $50,000 | 2025-05-08 #20030231 | |
Albemarle Corporation Common Stock Portfolio Rebalance ALB | Purchase | Self | $15,001 - $50,000 | 2025-05-08 #20030231 | |
American Express Company Common Stock Portfolio Rebalance AXP | Sale | Self | $15,001 - $50,000 | 2025-05-08 #20030231 | |
American Water Works Company, Inc. Common Stock Portfolio Rebalance AWK | Purchase | Self | $15,001 - $50,000 | 2025-05-08 #20030231 | |
Apple Inc. - Common Stock Portfolio Rebalance AAPL | Purchase | Self | $100,001 - $250,000 | 2025-05-08 #20030231 | |
Applovin Corporation - Class A Common Stock Portfolio Rebalance APP | Purchase | Self | $15,001 - $50,000 | 2025-05-08 #20030231 | |
Aptiv PLC Ordinary Shares Portfolio Rebalance APTV | Purchase | Self | $15,001 - $50,000 | 2025-05-08 #20030231 | |
Arista Networks, Inc. Common Stock Portfolio Rebalance ANET | Purchase | Self | $15,001 - $50,000 | 2025-05-08 #20030231 | |
AvalonBay Communities, Inc. Common Stock Portfolio Rebalance AVB | Sale | Self | $15,001 - $50,000 | 2025-05-08 #20030231 | |
Ball Corporation Common Stock Portfolio Rebalance BALL | Purchase | Self | $15,001 - $50,000 | 2025-05-08 #20030231 | |
Bank of America Corporation Common Stock Portfolio Rebalance BAC | Sale | Self | $50,001 - $100,000 | 2025-05-08 #20030231 | |
BlackRock, Inc. Common Stock Portfolio Rebalance BLK | Purchase | Self | $50,001 - $100,000 | 2025-05-08 #20030231 | |
Booking Holdings Inc. - Common Stock Portfolio Rebalance BKNG | Purchase | Self | $15,001 - $50,000 | 2025-05-08 #20030231 | |
Brunswick Corporation Common Stock Portfolio Rebalance BC | Sale | Self | $15,001 - $50,000 | 2025-05-08 #20030231 | |
Buckle, Inc. Portfolio Rebalance BKE | Purchase | Self | $15,001 - $50,000 | 2025-05-08 #20030231 | |
Carnival Corporation Common Stock Portfolio Rebalance CCL | Sale | Self | $15,001 - $50,000 | 2025-05-08 #20030231 | |
Cboe Global Markets, Inc. Portfolio Rebalance CBOE | Purchase | Self | $15,001 - $50,000 | 2025-05-08 #20030231 | |
Cheniere Energy, Inc. Common Stock Portfolio Rebalance LNG | Sale | Self | $15,001 - $50,000 | 2025-05-08 #20030231 | |
Chevron Corporation Common Stock Portfolio Rebalance CVX | Purchase | Self | $15,001 - $50,000 | 2025-05-08 #20030231 | |
Cintas Corporation - Common Stock Portfolio Rebalance CTAS | Purchase | Self | $50,001 - $100,000 | 2025-05-08 #20030231 | |
Citizens Financial Group, Inc. Common Stock Portfolio Rebalance CFG | Sale | Self | $15,001 - $50,000 | 2025-05-08 #20030231 | |
ConocoPhillips Common Stock Portfolio Rebalance COP | Purchase | Self | $15,001 - $50,000 | 2025-05-08 #20030231 | |
Danaher Corporation Common Stock Portfolio Rebalance DHR | Sale | Self | $15,001 - $50,000 | 2025-05-08 #20030231 | |
Devon Energy Corporation Common Stock Portfolio Rebalance DVN | Sale | Self | $15,001 - $50,000 | 2025-05-08 #20030231 | |
DexCom, Inc. - Common Stock Portfolio Rebalance DXCM | Sale | Self | $15,001 - $50,000 | 2025-05-08 #20030231 | |
Discover Financial Services Common Stock Portfolio Rebalance DFS | Sale | Self | $15,001 - $50,000 | 2025-05-08 #20030231 | |
Ecolab Inc. Common Stock Portfolio Rebalance ECL | Purchase | Self | $100,001 - $250,000 | 2025-05-08 #20030231 | |
Edwards Lifesciences Corporation Common Stock Portfolio Rebalance EW | Purchase | Self | $15,001 - $50,000 | 2025-05-08 #20030231 | |
Exxon Mobil Corporation Common Stock Portfolio Rebalance XOM | Purchase | Self | $15,001 - $50,000 | 2025-05-08 #20030231 | |
Fidelity National Information Services, Inc. Common Stock Portfolio Rebalance FIS | Purchase | Self | $15,001 - $50,000 | 2025-05-08 #20030231 | |
Freeport-McMoRan, Inc. Common Stock Portfolio Rebalance FCX | Sale | Self | $15,001 - $50,000 | 2025-05-08 #20030231 | |
GE Aerospace Common Stock Portfolio Rebalance GE | Sale | Self | $15,001 - $50,000 | 2025-05-08 #20030231 | |
Gen Digital Inc. - Common Stock Portfolio Rebalance GEN | Sale | Self | $15,001 - $50,000 | 2025-05-08 #20030231 | |
Goldman Sachs Group, Inc. Portfolio Rebalance GS | Sale | Self | $15,001 - $50,000 | 2025-05-08 #20030231 | |
Halliburton Company Common Stock Portfolio Rebalance HAL | Sale | Self | $15,001 - $50,000 | 2025-05-08 #20030231 | |
Harley-Davidson, Inc. Common Stock Portfolio Rebalance HOG | Sale | Self | $15,001 - $50,000 | 2025-05-08 #20030231 | |
Herc Holdings Inc. Common Stock Portfolio Rebalance HRI | Purchase | Self | $15,001 - $50,000 | 2025-05-08 #20030231 | |
Hilton Worldwide Holdings Inc. Common Stock Portfolio Rebalance HLT | Sale | Self | $15,001 - $50,000 | 2025-05-08 #20030231 | |
Home BancShares, Inc. Common Stock Portfolio Rebalance HOMB | Purchase | Self | $15,001 - $50,000 | 2025-05-08 #20030231 | |
Home Depot, Inc. Portfolio Rebalance HD | Purchase | Self | $15,001 - $50,000 | 2025-05-08 #20030231 | |
Honeywell International Inc. Portfolio Rebalance HON | Sale | Self | $15,001 - $50,000 | 2025-05-08 #20030231 | |
IDEXX Laboratories, Inc. - Common Stock Portfolio Rebalance IDXX | Purchase | Self | $50,001 - $100,000 | 2025-05-08 #20030231 | |
Intel Corporation - Common Stock Portfolio Rebalance INTC | Sale | Self | $15,001 - $50,000 | 2025-05-08 #20030231 | |
International Flavors & Fragrances, Inc. Common Stock Portfolio Rebalance IFF | Sale | Self | $15,001 - $50,000 | 2025-05-08 #20030231 | |
Intuit Inc. - Common Stock Portfolio Rebalance INTU | Purchase | Self | $100,001 - $250,000 | 2025-05-08 #20030231 | |
Intuitive Surgical, Inc. - Common Stock Portfolio Rebalance ISRG | Sale | Self | $15,001 - $50,000 | 2025-05-08 #20030231 | |
Lam Research Corporation - Common Stock Portfolio Rebalance LRCX | Sale | Self | $15,001 - $50,000 | 2025-05-08 #20030231 | |
Lincoln Electric Holdings, Inc. - Common Shares Portfolio Rebalance LECO | Sale | Self | $15,001 - $50,000 | 2025-05-08 #20030231 | |
Linde plc - Ordinary Shares Portfolio Rebalance LIN | Purchase | Self | $50,001 - $100,000 | 2025-05-08 #20030231 | |
lululemon athletica inc. - Common Stock Portfolio Rebalance LULU | Purchase | Self | $15,001 - $50,000 | 2025-05-08 #20030231 | |
Marvell Technology, Inc. - Common Stock Portfolio Rebalance MRVL | Purchase | Self | $50,001 - $100,000 | 2025-05-08 #20030231 | |
Mastercard Incorporated Common Stock Portfolio Rebalance MA | Sale | Self | $15,001 - $50,000 | 2025-05-08 #20030231 | |
Match Group, Inc. - Common Stock Portfolio Rebalance MTCH | Purchase | Self | $15,001 - $50,000 | 2025-05-08 #20030231 | |
Meta Platforms, Inc. - Class A Common Stock Portfolio Rebalance META | Sale | Self | $100,001 - $250,000 | 2025-05-08 #20030231 | |
Microchip Technology Incorporated - Common Stock Portfolio Rebalance MCHP | Sale | Self | $15,001 - $50,000 | 2025-05-08 #20030231 | |
Micron Technology, Inc. - Common Stock Portfolio Rebalance MU | Sale | Self | $15,001 - $50,000 | 2025-05-08 #20030231 | |
Microsoft Corporation - Common Stock Portfolio Rebalance MSFT | Sale | Self | $250,001 - $500,000 | 2025-05-08 #20030231 | |
Morgan Stanley Common Stock Portfolio Rebalance MS | Sale | Self | $15,001 - $50,000 | 2025-05-08 #20030231 | |
NVIDIA Corporation - Common Stock Portfolio Rebalance NVDA | Sale | Self | $50,001 - $100,000 | 2025-05-08 #20030231 | |
Occidental Petroleum Corporation Common Stock Portfolio Rebalance OXY | Sale | Self | $15,001 - $50,000 | 2025-05-08 #20030231 | |
Oracle Corporation Common Stock Portfolio Rebalance ORCL | Sale | Self | $15,001 - $50,000 | 2025-05-08 #20030231 | |
Palo Alto Networks, Inc. Portfolio Rebalance PANW | Sale | Self | $15,001 - $50,000 | 2025-05-08 #20030231 | |
PayPal Holdings, Inc. - Common Stock Portfolio Rebalance PYPL | Purchase | Self | $15,001 - $50,000 | 2025-05-08 #20030231 | |
Pepsico, Inc. Portfolio Rebalance PEP | Purchase | Self | $15,001 - $50,000 | 2025-05-08 #20030231 | |
Phillips 66 Common Stock Portfolio Rebalance PSX | Purchase | Self | $15,001 - $50,000 | 2025-05-08 #20030231 | |
Prologis, Inc. Common Stock Portfolio Rebalance PLD | Sale | Self | $15,001 - $50,000 | 2025-05-08 #20030231 | |
QUALCOMM Incorporated - Common Stock Portfolio Rebalance QCOM | Sale | Self | $15,001 - $50,000 | 2025-05-08 #20030231 | |
Rapid7, Inc. - Common Stock Portfolio Rebalance RPD | Purchase | Self | $15,001 - $50,000 | 2025-05-08 #20030231 | |
Regeneron Pharmaceuticals, Inc. - Common Stock Portfolio Rebalance REGN | Sale | Self | $15,001 - $50,000 | 2025-05-08 #20030231 | |
Repligen Corporation - Common Stock Portfolio Rebalance RGEN | Sale | Self | $15,001 - $50,000 | 2025-05-08 #20030231 | |
Royal Gold, Inc. - Common Stock Portfolio Rebalance RGLD | Purchase | Self | $15,001 - $50,000 | 2025-05-08 #20030231 | |
Salesforce, Inc. Common Stock Portfolio Rebalance CRM | Sale | Self | $15,001 - $50,000 | 2025-05-08 #20030231 | |
Sandisk Corporation - Common Stock Portfolio Rebalance SNDK | Sale | Self | $15,001 - $50,000 | 2025-05-08 #20030231 | |
Schneider National, Inc. Common Stock Portfolio Rebalance SNDR | Purchase | Self | $15,001 - $50,000 | 2025-05-08 #20030231 | |
Stag Industrial, Inc. Common Stock Portfolio Rebalance STAG | Purchase | Self | $50,001 - $100,000 | 2025-05-08 #20030231 | |
Starbucks Corporation - Common Stock Portfolio Rebalance SBUX | Sale | Self | $15,001 - $50,000 | 2025-05-08 #20030231 | |
Target Corporation Common Stock Portfolio Rebalance TGT | Sale | Self | $15,001 - $50,000 | 2025-05-08 #20030231 | |
Texas Instruments Incorporated - Common Stock Portfolio Rebalance TXN | Purchase | Self | $50,001 - $100,000 | 2025-05-08 #20030231 | |
The Carlyle Group Inc. - Common Stock Portfolio Rebalance CG | Purchase | Self | $50,001 - $100,000 | 2025-05-08 #20030231 | |
The Trade Desk, Inc. - Class A Common Stock Portfolio Rebalance TTD | Sale | Self | $15,001 - $50,000 | 2025-05-08 #20030231 | |
Thermo Fisher Scientific Inc Common Stock Portfolio Rebalance TMO | Sale | Self | $15,001 - $50,000 | 2025-05-08 #20030231 | |
TJX Companies, Inc. Portfolio Rebalance TJX | Purchase | Self | $15,001 - $50,000 | 2025-05-08 #20030231 | |
Trane Technologies plc Portfolio Rebalance TT | Purchase | Self | $50,001 - $100,000 | 2025-05-08 #20030231 | |
Transdigm Group Incorporated Common Stock Portfolio Rebalance TDG | Purchase | Self | $15,001 - $50,000 | 2025-05-08 #20030231 | |
Uber Technologies, Inc. Common Stock Portfolio Rebalance UBER | Purchase | Self | $15,001 - $50,000 | 2025-05-08 #20030231 | |
United Parcel Service, Inc. Common Stock Portfolio Rebalance UPS | Purchase | Self | $50,001 - $100,000 | 2025-05-08 #20030231 | |
UnitedHealth Group Incorporated Common Stock Portfolio Rebalance UNH | Purchase | Self | $15,001 - $50,000 | 2025-05-08 #20030231 | |
Valero Energy Corporation Common Stock Portfolio Rebalance VLO | Sale | Self | $15,001 - $50,000 | 2025-05-08 #20030231 | |
Visa Inc. Portfolio Rebalance V | Sale | Self | $15,001 - $50,000 | 2025-05-08 #20030231 | |
Vistra Corp. Common Stock Portfolio Rebalance VST | Sale | Self | $15,001 - $50,000 | 2025-05-08 #20030231 | |
Walt Disney Company Portfolio Rebalance DIS | Sale | Self | $15,001 - $50,000 | 2025-05-08 #20030231 | |
Workday, Inc. - Class A Common Stock Portfolio Rebalance WDAY | Purchase | Self | $15,001 - $50,000 | 2025-05-08 #20030231 | |
Zoetis Inc. Class A Common Stock Portfolio Rebalance ZTS | Purchase | Self | $15,001 - $50,000 | 2025-05-08 #20030231 | |
Accenture plc Class A Ordinary Shares Portfolio Rebalance ACN | Sale | Self | $15,001 - $50,000 | 2025-04-11 #20029038 | |
Advanced Micro Devices, Inc. Portfolio Rebalance AMD | Purchase | Self | $50,001 - $100,000 | 2025-04-11 #20029038 | |
Air Products and Chemicals, Inc. Common Stock Portfolio Rebalance APD | Sale | Self | $15,001 - $50,000 | 2025-04-11 #20029038 | |
Akamai Technologies, Inc. - Common Stock Portfolio Rebalance AKAM | Purchase | Self | $15,001 - $50,000 | 2025-04-11 #20029038 | |
Analog Devices, Inc. - Common Stock Portfolio Rebalance ADI | Purchase | Self | $15,001 - $50,000 | 2025-04-11 #20029038 | |
Apple Inc. - Common Stock Portfolio Rebalance AAPL | Purchase | Self | $15,001 - $50,000 | 2025-04-11 #20029038 | |
BlackRock, Inc. Common Stock Portfolio Rebalance BLK | Purchase | Self | $50,001 - $100,000 | 2025-04-11 #20029038 | |
Block, Inc. Class A Common Stock, Portfolio Rebalance XYZ | Purchase | Self | $50,001 - $100,000 | 2025-04-11 #20029038 | |
Caesars Entertainment, Inc. - Common Stock Portfolio Rebalance CZR | Sale | Self | $15,001 - $50,000 | 2025-04-11 #20029038 | |
Coinbase Global, Inc. - Class A Common Stock Portfolio Rebalance COIN | Sale | Self | $15,001 - $50,000 | 2025-04-11 #20029038 | |
Comcast Corporation - Class A Common Stock Portfolio Rebalance CMCSA | Purchase | Self | $15,001 - $50,000 | 2025-04-11 #20029038 | |
Constellation Energy Corporation - Common Stock Portfolio Rebalance CEG | Sale | Self | $15,001 - $50,000 | 2025-04-11 #20029038 | |
Costco Wholesale Corporation - Common Stock Portfolio Rebalance COST | Sale | Self | $15,001 - $50,000 | 2025-04-11 #20029038 | |
DuPont de Nemours, Inc. Common Stock Portfolio Rebalance DD | Sale | Self | $15,001 - $50,000 | 2025-04-11 #20029038 | |
EPAM Systems, Inc. Common Stock Portfolio Rebalance EPAM | Purchase | Self | $15,001 - $50,000 | 2025-04-11 #20029038 | |
Gilead Sciences, Inc. - Common Stock Portfolio Rebalance GILD | Purchase | Self | $15,001 - $50,000 | 2025-04-11 #20029038 | |
Harley-Davidson, Inc. Common Stock Portfolio Rebalance HOG | Purchase | Self | $15,001 - $50,000 | 2025-04-11 #20029038 | |
HNI Corporation Common Stock Portfolio Rebalance HNI | Purchase | Self | $15,001 - $50,000 | 2025-04-11 #20029038 | |
Home Depot, Inc. Portfolio Rebalance HD | Purchase | Self | $15,001 - $50,000 | 2025-04-11 #20029038 | |
Hubbell Inc Common Stock Portfolio Rebalance HUBB | Purchase | Self | $15,001 - $50,000 | 2025-04-11 #20029038 | |
IDEX Corporation Common Stock Portfolio Rebalance IEX | Sale | Self | $15,001 - $50,000 | 2025-04-11 #20029038 | |
ITT Inc. Common Stock Portfolio Rebalance ITT | Sale | Self | $15,001 - $50,000 | 2025-04-11 #20029038 | |
Lam Research Corporation - Common Stock Portfolio Rebalance LRCX | Purchase | Self | $50,001 - $100,000 | 2025-04-11 #20029038 | |
Lazard, Inc. Common Stock Portfolio Rebalance LAZ | Sale | Self | $15,001 - $50,000 | 2025-04-11 #20029038 | |
Lennar Corporation Class A Common Stock Portfolio Rebalance LEN | Sale | Self | $15,001 - $50,000 | 2025-04-11 #20029038 | |
Nike, Inc. Common Stock Portfolio Rebalance NKE | Sale | Self | $15,001 - $50,000 | 2025-04-11 #20029038 | |
Norfolk Southern Corporation Common Stock Portfolio Rebalance NSC | Purchase | Self | $15,001 - $50,000 | 2025-04-11 #20029038 | |
Nucor Corporation Common Stock Portfolio Rebalance NUE | Sale | Self | $15,001 - $50,000 | 2025-04-11 #20029038 | |
NVIDIA Corporation - Common Stock Portfolio Rebalance NVDA | Sale | Self | $100,001 - $250,000 | 2025-04-11 #20029038 | |
Quanta Services, Inc. Common Stock Portfolio Rebalance PWR | Purchase | Self | $15,001 - $50,000 | 2025-04-11 #20029038 | |
Rapid7, Inc. - Common Stock Portfolio Rebalance RPD | Purchase | Self | $15,001 - $50,000 | 2025-04-11 #20029038 | |
ServiceNow, Inc. Common Stock Portfolio Rebalance NOW | Sale | Self | $50,001 - $100,000 | 2025-04-11 #20029038 | |
Simon Property Group, Inc. Common Stock Portfolio Rebalance SPG | Sale | Self | $50,001 - $100,000 | 2025-04-11 #20029038 | |
Texas Instruments Incorporated - Common Stock Portfolio Rebalance TXN | Purchase | Self | $15,001 - $50,000 | 2025-04-11 #20029038 | |
The Trade Desk, Inc. - Class A Common Stock Portfolio Rebalance TTD | Purchase | Self | $15,001 - $50,000 | 2025-04-11 #20029038 | |
United Community Banks, Inc. Common Stock Portfolio Rebalance UCB | Purchase | Self | $15,001 - $50,000 | 2025-04-11 #20029038 | |
UnitedHealth Group Incorporated Common Stock Portfolio Rebalance UNH | Purchase | Self | $15,001 - $50,000 | 2025-04-11 #20029038 | |
Vicor Corporation - Common Stock Portfolio Rebalance VICR | Sale | Self | $15,001 - $50,000 | 2025-04-11 #20029038 | |
Agilent Technologies, Inc. Common Stock Portfolio Rebalance A | Sale | Self | $15,001 - $50,000 | 2025-04-11 #20029038 | |
American International Group, Inc. New Common Stock Portfolio Rebalance AIG | Purchase | Self | $15,001 - $50,000 | 2025-04-11 #20029038 | |
Aon plc Class A Ordinary Shares Portfolio Rebalance AON | Purchase | Self | $15,001 - $50,000 | 2025-04-11 #20029038 | |
Applied Materials, Inc. - Common Stock Portfolio Rebalance AMAT | Purchase | Self | $15,001 - $50,000 | 2025-04-11 #20029038 | |
Ares Management Corporation Class A Common Stock Portfolio Rebalance ARES | Sale | Self | $15,001 - $50,000 | 2025-04-11 #20029038 | |
Autodesk, Inc. - Common Stock Portfolio Rebalance ADSK | Sale | Self | $15,001 - $50,000 | 2025-04-11 #20029038 | |
Broadcom Inc. - Common Stock Portfolio Rebalance AVGO | Purchase | Self | $15,001 - $50,000 | 2025-04-11 #20029038 | |
Caesars Entertainment, Inc. - Common Stock Portfolio Rebalance CZR | Purchase | Self | $15,001 - $50,000 | 2025-04-11 #20029038 | |
Caterpillar, Inc. Common Stock Portfolio Rebalance CAT | Sale | Self | $15,001 - $50,000 | 2025-04-11 #20029038 | |
Cboe Global Markets, Inc. Portfolio Rebalance CBOE | Purchase | Self | $15,001 - $50,000 | 2025-04-11 #20029038 | |
Chipotle Mexican Grill, Inc. Common Stock Portfolio Rebalance CMG | Sale | Self | $15,001 - $50,000 | 2025-04-11 #20029038 | |
CSX Corporation Portfolio Rebalance CSX | Sale | Self | $15,001 - $50,000 | 2025-04-11 #20029038 | |
Delta Air Lines, Inc. Common Stock Portfolio Rebalance DAL | Sale | Self | $15,001 - $50,000 | 2025-04-11 #20029038 | |
Exponent, Inc. - Common Stock Portfolio Rebalance EXPO | Purchase | Self | $15,001 - $50,000 | 2025-04-11 #20029038 | |
First Busey Corporation - Common Stock Portfolio Rebalance BUSE | Purchase | Self | $15,001 - $50,000 | 2025-04-11 #20029038 | |
Fortune Brands Innovations, Inc. Common Stock Portfolio Rebalance FBIN | Purchase | Self | $15,001 - $50,000 | 2025-04-11 #20029038 | |
Halliburton Company Common Stock Portfolio Rebalance HAL | Sale | Self | $15,001 - $50,000 | 2025-04-11 #20029038 | |
Heico Corporation Common Stock Portfolio Rebalance HEI.A | Purchase | Self | $15,001 - $50,000 | 2025-04-11 #20029038 | |
Highwoods Properties, Inc. Common Stock Portfolio Rebalance HIW | Purchase | Self | $15,001 - $50,000 | 2025-04-11 #20029038 | |
IDEXX Laboratories, Inc. - Common Stock Portfolio Rebalance IDXX | Purchase | Self | $15,001 - $50,000 | 2025-04-11 #20029038 | |
Intel Corporation - Common Stock Portfolio Rebalance INTC | Purchase | Self | $15,001 - $50,000 | 2025-04-11 #20029038 | |
JP Morgan Chase & Co. Common Stock Portfolio Rebalance JPM | Sale | Self | $15,001 - $50,000 | 2025-04-11 #20029038 | |
Littelfuse, Inc. - Common Stock Portfolio Rebalance LFUS | Sale | Self | $15,001 - $50,000 | 2025-04-11 #20029038 | |
Newmont Corporation Portfolio Rebalance NEM | Purchase | Self | $15,001 - $50,000 | 2025-04-11 #20029038 | |
Prudential Financial, Inc. Common Stock Portfolio Rebalance PRU | Purchase | Self | $15,001 - $50,000 | 2025-04-11 #20029038 | |
RLI Corp. Common Stock Portfolio Rebalance RLI | Sale | Self | $15,001 - $50,000 | 2025-04-11 #20029038 | |
Ross Stores, Inc. - Common Stock Portfolio Rebalance ROST | Sale | Self | $15,001 - $50,000 | 2025-04-11 #20029038 | |
Schlumberger N.V. Common Stock Portfolio Rebalance SLB | Purchase | Self | $15,001 - $50,000 | 2025-04-11 #20029038 | |
Stryker Corporation Common Stock Portfolio Rebalance SYK | Sale | Self | $50,001 - $100,000 | 2025-04-11 #20029038 | |
Synopsys, Inc. - Common Stock Portfolio Rebalance SNPS | Sale | Self | $15,001 - $50,000 | 2025-04-11 #20029038 | |
Texas Instruments Incorporated - Common Stock Portfolio Rebalance TXN | Purchase | Self | $15,001 - $50,000 | 2025-04-11 #20029038 | |
Valero Energy Corporation Common Stock Portfolio Rebalance VLO | Purchase | Self | $15,001 - $50,000 | 2025-04-11 #20029038 | |
Vertex Pharmaceuticals Incorporated - Common Stock Portfolio Rebalance VRTX | Purchase | Self | $15,001 - $50,000 | 2025-04-11 #20029038 | |
Wells Fargo & Company Common Stock Portfolio Rebalance WFC | Purchase | Self | $15,001 - $50,000 | 2025-04-11 #20029038 | |
Western Digital Corporation - Common Stock Portfolio Rebalance WDC | Sale | Self | $15,001 - $50,000 | 2025-04-11 #20029038 | |
Weyerhaeuser Company Common Stock Portfolio Rebalance WY | Purchase | Self | $15,001 - $50,000 | 2025-04-11 #20029038 | |
Advanced Micro Devices, Inc. Portfolio Rebalance AMD | Purchase | Self | $15,001 - $50,000 | 2025-04-11 #20029038 | |
American Express Company Common Stock Portfolio Rebalance AXP | Sale | Self | $15,001 - $50,000 | 2025-04-11 #20029038 | |
Analog Devices, Inc. - Common Stock Portfolio Rebalance ADI | Sale | Self | $50,001 - $100,000 | 2025-04-11 #20029038 | |
Applovin Corporation - Class A Common Stock Portfolio Rebalance APP | Sale | Self | $15,001 - $50,000 | 2025-04-11 #20029038 | |
Arista Networks, Inc. Common Stock Portfolio Rebalance ANET | Sale | Self | $15,001 - $50,000 | 2025-04-11 #20029038 | |
Axon Enterprise, Inc. - Common Stock Portfolio Rebalance AXON | Purchase | Self | $15,001 - $50,000 | 2025-04-11 #20029038 | |
Ball Corporation Common Stock Portfolio Rebalance BALL | Purchase | Self | $15,001 - $50,000 | 2025-04-11 #20029038 | |
Becton, Dickinson and Company Common Stock Portfolio Rebalance BDX | Sale | Self | $15,001 - $50,000 | 2025-04-11 #20029038 | |
Buckle, Inc. Portfolio Rebalance BKE | Sale | Self | $15,001 - $50,000 | 2025-04-11 #20029038 | |
Cboe Global Markets, Inc. Portfolio Rebalance CBOE | Purchase | Self | $15,001 - $50,000 | 2025-04-11 #20029038 | |
Centene Corporation Common Stock Portfolio Rebalance CNC | Purchase | Self | $15,001 - $50,000 | 2025-04-11 #20029038 | |
ConocoPhillips Common Stock Portfolio Rebalance COP | Sale | Self | $15,001 - $50,000 | 2025-04-11 #20029038 | |
Dollar General Corporation Common Stock Portfolio Rebalance DG | Purchase | Self | $15,001 - $50,000 | 2025-04-11 #20029038 | |
Goldman Sachs Group, Inc. Portfolio Rebalance GS | Purchase | Self | $15,001 - $50,000 | 2025-04-11 #20029038 | |
Herc Holdings Inc. Common Stock Portfolio Rebalance HRI | Sale | Self | $15,001 - $50,000 | 2025-04-11 #20029038 | |
Highwoods Properties, Inc. Common Stock Portfolio Rebalance HIW | Purchase | Self | $15,001 - $50,000 | 2025-04-11 #20029038 | |
Home BancShares, Inc. Common Stock Portfolio Rebalance HOMB | Sale | Self | $15,001 - $50,000 | 2025-04-11 #20029038 | |
IDACORP, Inc. Common Stock Portfolio Rebalance IDA | Sale | Self | $15,001 - $50,000 | 2025-04-11 #20029038 | |
Johnson & Johnson Common Stock Portfolio Rebalance JNJ | Purchase | Self | $15,001 - $50,000 | 2025-04-11 #20029038 | |
Lam Research Corporation - Common Stock Portfolio Rebalance LRCX | Sale | Self | $50,001 - $100,000 | 2025-04-11 #20029038 | |
LGI Homes, Inc. - Common Stock Portfolio Rebalance LGIH | Purchase | Self | $15,001 - $50,000 | 2025-04-11 #20029038 | |
Marathon Petroleum Corporation Common Stock Portfolio Rebalance MPC | Purchase | Self | $15,001 - $50,000 | 2025-04-11 #20029038 | |
Marvell Technology, Inc. - Common Stock Portfolio Rebalance MRVL | Sale | Self | $15,001 - $50,000 | 2025-04-11 #20029038 | |
McDonald's Corporation Common Stock Portfolio Rebalance MCD | Purchase | Self | $15,001 - $50,000 | 2025-04-11 #20029038 | |
Nucor Corporation Common Stock Portfolio Rebalance NUE | Purchase | Self | $15,001 - $50,000 | 2025-04-11 #20029038 | |
nVent Electric plc Ordinary Shares Portfolio Rebalance NVT | Sale | Self | $15,001 - $50,000 | 2025-04-11 #20029038 | |
Oracle Corporation Common Stock Portfolio Rebalance ORCL | Purchase | Self | $15,001 - $50,000 | 2025-04-11 #20029038 | |
PayPal Holdings, Inc. - Common Stock Portfolio Rebalance PYPL | Sale | Self | $15,001 - $50,000 | 2025-04-11 #20029038 | |
Schneider National, Inc. Common Stock Portfolio Rebalance SNDR | Sale | Self | $15,001 - $50,000 | 2025-04-11 #20029038 | |
Sysco Corporation Common Stock Portfolio Rebalance SYY | Sale | Self | $15,001 - $50,000 | 2025-04-11 #20029038 | |
Target Corporation Common Stock Portfolio Rebalance TGT | Purchase | Self | $15,001 - $50,000 | 2025-04-11 #20029038 | |
The Carlyle Group Inc. - Common Stock Portfolio Rebalance CG | Sale | Self | $15,001 - $50,000 | 2025-04-11 #20029038 | |
Trane Technologies plc Portfolio Rebalance TT | Sale | Self | $15,001 - $50,000 | 2025-04-11 #20029038 | |
Transdigm Group Incorporated Common Stock Portfolio Rebalance TDG | Purchase | Self | $15,001 - $50,000 | 2025-04-11 #20029038 | |
Vaxcyte, Inc. - Common Stock Portfolio Rebalance PCVX | Sale | Self | $15,001 - $50,000 | 2025-04-11 #20029038 | |
Vicor Corporation - Common Stock Portfolio Rebalance VICR | Purchase | Self | $15,001 - $50,000 | 2025-04-11 #20029038 | |
Vishay Intertechnology, Inc. Common Stock Portfolio Rebalance VSH | Sale | Self | $15,001 - $50,000 | 2025-04-11 #20029038 | |
Vistra Corp. Common Stock Portfolio Rebalance VST | Purchase | Self | $15,001 - $50,000 | 2025-04-11 #20029038 | |
Walt Disney Company Portfolio Rebalance DIS | Sale | Self | $15,001 - $50,000 | 2025-04-11 #20029038 | |
Zoetis Inc. Class A Common Stock Portfolio Rebalance ZTS | Purchase | Self | $15,001 - $50,000 | 2025-04-11 #20029038 | |
AbbVie Inc. Common Stock Portfolio Rebalance ABBV | Purchase | Self | $50,001 - $100,000 | 2025-03-09 #20027879 | |
Adobe Inc. - Common Stock Portfolio Rebalance ADBE | Purchase | Self | $15,001 - $50,000 | 2025-03-09 #20027879 | |
Air Products and Chemicals, Inc. Common Stock Portfolio Rebalance APD | Purchase | Self | $15,001 - $50,000 | 2025-03-09 #20027879 | |
Akamai Technologies, Inc. - Common Stock Portfolio Rebalance AKAM | Sale | Self | $15,001 - $50,000 | 2025-03-09 #20027879 | |
Albemarle Corporation Common Stock Portfolio Rebalance ALB | Sale | Self | $15,001 - $50,000 | 2025-03-09 #20027879 | |
Amgen Inc. - Common Stock Portfolio Rebalance AMGN | Purchase | Self | $15,001 - $50,000 | 2025-03-09 #20027879 | |
Applovin Corporation - Class A Common Stock Portfolio Rebalance APP | Purchase | Self | $15,001 - $50,000 | 2025-03-09 #20027879 | |
Arch Capital Group Ltd. - Common Stock Portfolio Rebalance ACGL | Purchase | Self | $15,001 - $50,000 | 2025-03-09 #20027879 | |
AvalonBay Communities, Inc. Common Stock Portfolio Rebalance AVB | Sale | Self | $15,001 - $50,000 | 2025-03-09 #20027879 | |
BlackRock, Inc. Common Stock Portfolio Rebalance BLK | Sale | Self | $50,001 - $100,000 | 2025-03-09 #20027879 | |
Block, Inc. Class A Common Stock, Portfolio Rebalance XYZ | Sale | Self | $15,001 - $50,000 | 2025-03-09 #20027879 | |
Boeing Company Portfolio Rebalance BA | Sale | Self | $15,001 - $50,000 | 2025-03-09 #20027879 | |
Broadcom Inc. - Common Stock Portfolio Rebalance AVGO | Purchase | Self | $100,001 - $250,000 | 2025-03-09 #20027879 | |
Brunswick Corporation Common Stock Portfolio Rebalance BC | Purchase | Self | $15,001 - $50,000 | 2025-03-09 #20027879 | |
Caterpillar, Inc. Common Stock Portfolio Rebalance CAT | Sale | Self | $50,001 - $100,000 | 2025-03-09 #20027879 | |
Comcast Corporation - Class A Common Stock Portfolio Rebalance CMCSA | Sale | Self | $15,001 - $50,000 | 2025-03-09 #20027879 | |
CoStar Group, Inc. - Common Stock Portfolio Rebalance CSGP | Purchase | Self | $15,001 - $50,000 | 2025-03-09 #20027879 | |
Devon Energy Corporation Common Stock Portfolio Rebalance DVN | Purchase | Self | $15,001 - $50,000 | 2025-03-09 #20027879 | |
Elevance Health, Inc. Common Stock Portfolio Rebalance ELV | Purchase | Self | $15,001 - $50,000 | 2025-03-09 #20027879 | |
EPAM Systems, Inc. Common Stock Portfolio Rebalance EPAM | Sale | Self | $15,001 - $50,000 | 2025-03-09 #20027879 | |
Exponent, Inc. - Common Stock Portfolio Rebalance EXPO | Purchase | Self | $15,001 - $50,000 | 2025-03-09 #20027879 | |
Exxon Mobil Corporation Common Stock Portfolio Rebalance XOM | Purchase | Self | $50,001 - $100,000 | 2025-03-09 #20027879 | |
Fidelity National Information Services, Inc. Common Stock Portfolio Rebalance FIS | Purchase | Self | $15,001 - $50,000 | 2025-03-09 #20027879 | |
First Busey Corporation - Common Stock Portfolio Rebalance BUSE | Purchase | Self | $15,001 - $50,000 | 2025-03-09 #20027879 | |
GE Aerospace Common Stock Portfolio Rebalance GE | Purchase | Self | $50,001 - $100,000 | 2025-03-09 #20027879 | |
Halliburton Company Common Stock Portfolio Rebalance HAL | Sale | Self | $15,001 - $50,000 | 2025-03-09 #20027879 | |
Harley-Davidson, Inc. Common Stock Portfolio Rebalance HOG | Sale | Self | $15,001 - $50,000 | 2025-03-09 #20027879 | |
Home Depot, Inc. Portfolio Rebalance HD | Purchase | Self | $15,001 - $50,000 | 2025-03-09 #20027879 | |
Hope Bancorp, Inc. - Common Stock Portfolio Rebalance HOPE | Sale | Self | $15,001 - $50,000 | 2025-03-09 #20027879 | |
Hubbell Inc Common Stock Portfolio Rebalance HUBB | Sale | Self | $15,001 - $50,000 | 2025-03-09 #20027879 | |
IDEX Corporation Common Stock Portfolio Rebalance IEX | Sale | Self | $15,001 - $50,000 | 2025-03-09 #20027879 | |
Intuit Inc. - Common Stock Portfolio Rebalance INTU | Sale | Self | $15,001 - $50,000 | 2025-03-09 #20027879 | |
ITT Inc. Common Stock Portfolio Rebalance ITT | Sale | Self | $50,001 - $100,000 | 2025-03-09 #20027879 | |
Johnson & Johnson Common Stock Portfolio Rebalance JNJ | Purchase | Self | $15,001 - $50,000 | 2025-03-09 #20027879 | |
Lennar Corporation Class A Common Stock Portfolio Rebalance LEN | Sale | Self | $15,001 - $50,000 | 2025-03-09 #20027879 | |
Linde plc - Ordinary Shares Portfolio Rebalance LIN | Sale | Self | $15,001 - $50,000 | 2025-03-09 #20027879 | |
Lowe's Companies, Inc. Common Stock Portfolio Rebalance LOW | Purchase | Self | $15,001 - $50,000 | 2025-03-09 #20027879 | |
Merck & Company, Inc. Common Stock Portfolio Rebalance MRK | Purchase | Self | $15,001 - $50,000 | 2025-03-09 #20027879 | |
Microsoft Corporation - Common Stock Portfolio Rebalance MSFT | Sale | Self | $50,001 - $100,000 | 2025-03-09 #20027879 | |
MicroStrategy Incorporated - Class A Common Stock Portfolio Rebalance MSTR | Purchase | Self | $15,001 - $50,000 | 2025-03-09 #20027879 | |
Millrose Properties, Inc. Class A Common Stock Portfolio Rebalance MRP | Exchange | Self | $1,001 - $15,000 | 2025-03-09 #20027879 | |
Millrose Properties, Inc. Class A Common Stock Portfolio Rebalance MRP | Sale | Self | $1,001 - $15,000 | 2025-03-09 #20027879 | |
Norfolk Southern Corporation Common Stock Portfolio Rebalance NSC | Sale | Self | $15,001 - $50,000 | 2025-03-09 #20027879 | |
nVent Electric plc Ordinary Shares Portfolio Rebalance NVT | Purchase | Self | $15,001 - $50,000 | 2025-03-09 #20027879 | |
NVIDIA Corporation - Common Stock Portfolio Rebalance NVDA | Purchase | Self | $15,001 - $50,000 | 2025-03-09 #20027879 | |
Occidental Petroleum Corporation Common Stock Portfolio Rebalance OXY | Purchase | Self | $15,001 - $50,000 | 2025-03-09 #20027879 | |
Oracle Corporation Common Stock Portfolio Rebalance ORCL | Purchase | Self | $15,001 - $50,000 | 2025-03-09 #20027879 | |
Pfizer, Inc. Common Stock Portfolio Rebalance PFE | Purchase | Self | $15,001 - $50,000 | 2025-03-09 #20027879 | |
Primerica, Inc. Common Stock Portfolio Rebalance PRI | Sale | Self | $15,001 - $50,000 | 2025-03-09 #20027879 | |
Procter & Gamble Company Portfolio Rebalance PG | Sale | Self | $50,001 - $100,000 | 2025-03-09 #20027879 | |
Prologis, Inc. Common Stock Portfolio Rebalance PLD | Purchase | Self | $15,001 - $50,000 | 2025-03-09 #20027879 | |
PulteGroup, Inc. Common Stock Portfolio Rebalance PHM | Purchase | Self | $15,001 - $50,000 | 2025-03-09 #20027879 | |
QUALCOMM Incorporated - Common Stock Portfolio Rebalance QCOM | Purchase | Self | $15,001 - $50,000 | 2025-03-09 #20027879 | |
Quanta Services, Inc. Common Stock Portfolio Rebalance PWR | Sale | Self | $50,001 - $100,000 | 2025-03-09 #20027879 | |
Rapid7, Inc. - Common Stock Portfolio Rebalance RPD | Sale | Self | $15,001 - $50,000 | 2025-03-09 #20027879 | |
Royal Gold, Inc. - Common Stock Portfolio Rebalance RGLD | Purchase | Self | $15,001 - $50,000 | 2025-03-09 #20027879 | |
RTX Corporation Common Stock Portfolio Rebalance RTX | Purchase | Self | $15,001 - $50,000 | 2025-03-09 #20027879 | |
Sandisk Corporation - Common Stock Portfolio Rebalance SNDK | Exchange | Self | $1,001 - $15,000 | 2025-03-09 #20027879 | |
Sherwin-Williams Company Portfolio Rebalance SHW | Purchase | Self | $15,001 - $50,000 | 2025-03-09 #20027879 | |
The Cigna Group Common Stock Portfolio Rebalance CI | Purchase | Self | $15,001 - $50,000 | 2025-03-09 #20027879 | |
The Trade Desk, Inc. - Class A Common Stock Portfolio Rebalance TTD | Sale | Self | $1,001 - $15,000 | 2025-03-09 #20027879 | |
TJX Companies, Inc. Portfolio Rebalance TJX | Sale | Self | $15,001 - $50,000 | 2025-03-09 #20027879 | |
Union Pacific Corporation Common Stock Portfolio Rebalance UNP | Purchase | Self | $15,001 - $50,000 | 2025-03-09 #20027879 | |
United Parcel Service, Inc. Common Stock Portfolio Rebalance UPS | Sale | Self | $15,001 - $50,000 | 2025-03-09 #20027879 | |
UnitedHealth Group Incorporated Common Stock Portfolio Rebalance UNH | Sale | Self | $15,001 - $50,000 | 2025-03-09 #20027879 | |
Vertex Pharmaceuticals Incorporated - Common Stock Portfolio Rebalance VRTX | Purchase | Self | $15,001 - $50,000 | 2025-03-09 #20027879 | |
Comcast 6.50% maturing 11/15/35 Part of monthly rebalance | Purchase | Self | $15,001 - $50,000 | 2025-02-12 #20026770 | |
Danaher Corporation Common Stock Portfolio Rebalance DHR | Purchase | Self | $15,001 - $50,000 | 2025-06-22 #20030387 | |
Delta Air Lines, Inc. Common Stock Portfolio Rebalance DAL | Purchase | Self | $15,001 - $50,000 | 2025-06-22 #20030387 |
Under the STOCK Act, lawmakers must disclose reportable securities transactions publicly. A filing is a delayed, range-based disclosure, not a real-time trading signal or proof of motive.
Sectors in the disclosures
Row counts by sector for tickers in Yield Theory's company catalog. Bonds, funds, and tickers outside the catalog are not counted.
Most active filers in Congress
Explore the disclosure data
Jefferson Shreve: frequently asked questions
How many stock trades has Jefferson Shreve disclosed?
The House Clerk periodic transaction reports covering 2025 and 2026 contain 635 reportable transactions for Jefferson Shreve: 207 purchases, 426 sales, and 2 exchanges, across 254 distinct tickers. Rows may belong to the member, a spouse, a dependent, or a joint account.
What does Jefferson Shreve trade most?
AMAT (Applied Materials, Inc. - Common Stock) appears most often, with 5 disclosed transactions (3 purchases, 2 sales). The most-traded table on this page lists every ticker with a verified row.
How much money is involved in Jefferson Shreve's disclosed trades?
Filings report amounts as ranges, not exact values. Summing the low and high ends of every range gives a disclosed total between $86.0M – $389.8M across 635 transactions. Yield Theory does not convert ranges to midpoints or estimate portfolio value or returns.
Does Jefferson Shreve file trades on time?
The STOCK Act requires disclosure within 45 days of a transaction. Across Jefferson Shreve's trades the median gap between trade date and filing date is 37 days, and 2 trades were reported more than 45 days after it happened. Late filing is a disclosure-timing fact, not evidence of wrongdoing.
Is it legal for members of Congress to trade stocks?
Yes. Members may trade individual stocks but the 2012 STOCK Act requires public disclosure, usually within 45 days, and bans trading on material non-public information. Proposals to ban individual stock ownership by members recur regularly.
Yield Theory is not affiliated with, endorsed by, or connected to any elected official. Information is compiled from public STOCK Act disclosures filed with the US House Clerk for 2025 and 2026 and from the public congress-legislators dataset. Image-only filings are not parsed, so this is not a complete lifetime portfolio; filings can be amended and are reported in ranges. This page is educational and is not investment advice.
Don’t copy the filing. Read the thesis.
Jefferson Shreve disclosures are delayed, ranged, and often a spouse. Members get the monthly call that treats those rows as one input, then names catalysts, risks, and what would change the view. $39/month or $249/year.
Members-only research on this topic
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