Marjorie Taylor Greene

Representative · GA-14 · R

Former member (no longer serving)

Current term Jan 3, 2025 – Jan 5, 2026 · In the House since Jan 3, 2021

Portrait: U.S. Government Publishing Office, via unitedstates/images (public domain)

Disclosed trades

Periodic transaction reports required by the STOCK Act: purchases, sales, and exchanges of stocks, bonds, and similar assets over $1,000 by the member, a spouse, or a dependent child, due within 45 days of the transaction. Filers report a value range (a few enter an exact amount), not the price or number of shares. Reports are shown as filed. For stocks and funds with a ticker, “Price moves” shows the closing price after the trade, at disclosure, and since, with an estimate of what an amount you choose within the reported range would have gained or lost; these are estimates, not the filer’s actual results. Members who do not trade individual securities file none.

← House chamber

Marjorie Taylor Greene

Representative · GA-14 · R

Former member (no longer serving)

Current term Jan 3, 2025 – Jan 5, 2026 · In the House since Jan 3, 2021

Official website Biographical Directory

Portrait: U.S. Government Publishing Office, via unitedstates/images (public domain)

Disclosed trades

Reports filed since Jan 1, 2025 with the House Clerk, last checked Oct 23, 2026. Filings are linked to this member by the seat or chamber they held on the filing date and their name.

288 reported transactions in 25 electronically filed reports; latest filed Dec 16, 2025.

Periodic Transaction Report · filed Dec 16, 2025 · House Clerk

View original filing

US Treasury Bill
Government Securities and Agency Debt [GS]
Transaction date
Dec 12, 2025Filed 4 days later
Type
Purchase
Amount (as reported)
$100,001 - $250,000
Owner
Member
Notified / status
Notified Dec 15, 2025New
No ticker reported

Transaction date	Owner	Asset	Type	Amount (as reported)	Notified / status	Prices
Dec 12, 2025Filed 4 days later	Member	US Treasury BillGovernment Securities and Agency Debt [GS]	Purchase	$100,001 - $250,000	Notified Dec 15, 2025New	No ticker reported

Periodic Transaction Report · filed Dec 2, 2025 · House Clerk

View original filing

iShares Bitcoin Trust ETFIBIT

Stocks (including ADRs) [ST]

Transaction date: Nov 21, 2025Filed 11 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Dec 24, 2025New

Disclosed 11 days after the trade. IBIT closed at $47.97 on Nov 21, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeNov 24, 2025	Nov 24, 2025	$50.57	+5.42%	+$434 gain
Day of disclosureDec 2, 2025	Dec 2, 2025	$51.67	+7.71%	+$617 gain
30 days afterDec 22, 2025	Dec 22, 2025	$50.09	+4.42%	+$354 gain
90 days afterFeb 19, 2026	Feb 19, 2026	$38.07	−20.6%	−$1,651 loss
Latest closeOct 20, 2026	Oct 20, 2026	$46.71	−2.63%	−$210 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Transaction date

Owner

Asset

Type

Amount (as reported)

Notified / status

Prices

Nov 21, 2025Filed 11 days later

Member

iShares Bitcoin Trust ETFIBIT

Disclosed 11 days after the trade. IBIT closed at $47.97 on Nov 21, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeNov 24, 2025	Nov 24, 2025	$50.57	+5.42%	+$434 gain
Day of disclosureDec 2, 2025	Dec 2, 2025	$51.67	+7.71%	+$617 gain
30 days afterDec 22, 2025	Dec 22, 2025	$50.09	+4.42%	+$354 gain
90 days afterFeb 19, 2026	Feb 19, 2026	$38.07	−20.6%	−$1,651 loss
Latest closeOct 20, 2026	Oct 20, 2026	$46.71	−2.63%	−$210 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Periodic Transaction Report · filed Nov 19, 2025 · House Clerk

View original filing

US Treasury Bill
Government Securities and Agency Debt [GS]
Transaction date
Nov 13, 2025Filed 6 days later
Type
Purchase
Amount (as reported)
$50,001 - $100,000
Owner
Member
Notified / status
Notified Nov 14, 2025New
No ticker reported

Transaction date	Owner	Asset	Type	Amount (as reported)	Notified / status	Prices
Nov 13, 2025Filed 6 days later	Member	US Treasury BillGovernment Securities and Agency Debt [GS]	Purchase	$50,001 - $100,000	Notified Nov 14, 2025New	No ticker reported

Periodic Transaction Report · filed Nov 13, 2025 · House Clerk

View original filing

Automatic Data Processing, Inc. - Common StockADP

Stocks (including ADRs) [ST]

Transaction date: Nov 12, 2025Filed 1 day later
Type: Purchase
Amount (as reported): $15,001 - $50,000
Owner: Member
Notified / status: Notified Nov 13, 2025New

Disclosed 1 day after the trade. ADP closed at $254.55 on Nov 12, 2025; changes are measured from that close.

Amount within the reported $15,001–$50,000$32,501

Point	Session	Close	Change	On $32,501 bought
Day after the tradeNov 13, 2025	Nov 13, 2025	$254.61	+0.02%	+$8 gain
Day of disclosureNov 13, 2025	Nov 13, 2025	$254.61	+0.02%	+$8 gain
30 days afterDec 12, 2025	Dec 12, 2025	$266.10	+4.54%	+$1,475 gain
90 days afterFeb 10, 2026	Feb 10, 2026	$225.53	−11.4%	−$3,705 loss
Latest closeOct 20, 2026	Oct 20, 2026	$292.75	+15.0%	+$4,877 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Paychex, Inc. - Common StockPAYX

Stocks (including ADRs) [ST]

Transaction date: Nov 12, 2025Filed 1 day later
Type: Purchase
Amount (as reported): $15,001 - $50,000
Owner: Member
Notified / status: Notified Nov 13, 2025New

Disclosed 1 day after the trade. PAYX closed at $111.08 on Nov 12, 2025; changes are measured from that close.

Amount within the reported $15,001–$50,000$32,501

Point	Session	Close	Change	On $32,501 bought
Day after the tradeNov 13, 2025	Nov 13, 2025	$111.80	+0.65%	+$211 gain
Day of disclosureNov 13, 2025	Nov 13, 2025	$111.80	+0.65%	+$211 gain
30 days afterDec 12, 2025	Dec 12, 2025	$115.45	+3.93%	+$1,279 gain
90 days afterFeb 10, 2026	Feb 10, 2026	$99.03	−10.8%	−$3,526 loss
Latest closeOct 20, 2026	Oct 20, 2026	$112.62	+1.39%	+$451 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Periodic Transaction Report · filed Nov 7, 2025 · House Clerk

View original filing

Procter & Gamble CompanyPG

Stocks (including ADRs) [ST]

Transaction date: Nov 6, 2025Filed 1 day later
Type: Purchase
Amount (as reported): $15,001 - $50,000
Owner: Member
Notified / status: Notified Nov 7, 2025New

Disclosed 1 day after the trade. PG closed at $146.13 on Nov 6, 2025; changes are measured from that close.

Amount within the reported $15,001–$50,000$32,501

Point	Session	Close	Change	On $32,501 bought
Day after the tradeNov 7, 2025	Nov 7, 2025	$146.98	+0.58%	+$189 gain
Day of disclosureNov 7, 2025	Nov 7, 2025	$146.98	+0.58%	+$189 gain
30 days afterDec 8, 2025	Dec 8, 2025	$138.34	−5.33%	−$1,733 loss
90 days afterFeb 4, 2026	Feb 4, 2026	$156.87	+7.35%	+$2,389 gain
Latest closeOct 20, 2026	Oct 20, 2026	$159.32	+9.03%	+$2,934 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Transaction date

Owner

Asset

Type

Amount (as reported)

Notified / status

Prices

Nov 6, 2025Filed 1 day later

Member

Procter & Gamble CompanyPG

Disclosed 1 day after the trade. PG closed at $146.13 on Nov 6, 2025; changes are measured from that close.

Amount within the reported $15,001–$50,000$32,501

Point	Session	Close	Change	On $32,501 bought
Day after the tradeNov 7, 2025	Nov 7, 2025	$146.98	+0.58%	+$189 gain
Day of disclosureNov 7, 2025	Nov 7, 2025	$146.98	+0.58%	+$189 gain
30 days afterDec 8, 2025	Dec 8, 2025	$138.34	−5.33%	−$1,733 loss
90 days afterFeb 4, 2026	Feb 4, 2026	$156.87	+7.35%	+$2,389 gain
Latest closeOct 20, 2026	Oct 20, 2026	$159.32	+9.03%	+$2,934 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Periodic Transaction Report · filed Oct 28, 2025 · House Clerk

View original filing

Amazon.com, Inc. - Common StockAMZN

Stocks (including ADRs) [ST]

Transaction date: Oct 24, 2025Filed 4 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Oct 27, 2025New

Disclosed 4 days after the trade. AMZN closed at $224.21 on Oct 24, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeOct 27, 2025	Oct 27, 2025	$226.97	+1.23%	+$98 gain
Day of disclosureOct 28, 2025	Oct 28, 2025	$229.25	+2.25%	+$180 gain
30 days afterNov 24, 2025	Nov 24, 2025	$226.28	+0.92%	+$74 gain
90 days afterJan 22, 2026	Jan 22, 2026	$234.34	+4.52%	+$361 gain
Latest closeOct 20, 2026	Oct 20, 2026	$262.63	+17.1%	+$1,371 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Amgen Inc. - Common StockAMGN

Stocks (including ADRs) [ST]

Transaction date: Oct 24, 2025Filed 4 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Oct 27, 2025New

Disclosed 4 days after the trade. AMGN closed at $291.76 on Oct 24, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeOct 27, 2025	Oct 27, 2025	$291.16	−0.21%	−$16 loss
Day of disclosureOct 28, 2025	Oct 28, 2025	$292.09	+0.11%	+$9 gain
30 days afterNov 24, 2025	Nov 24, 2025	$334.30	+14.6%	+$1,167 gain
90 days afterJan 22, 2026	Jan 22, 2026	$347.07	+19.0%	+$1,517 gain
Latest closeOct 20, 2026	Oct 20, 2026	$438.94	+50.4%	+$4,036 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Periodic Transaction Report · filed Oct 20, 2025 · House Clerk

View original filing

Adobe Inc. - Common StockADBE

Stocks (including ADRs) [ST]

Transaction date: Oct 15, 2025Filed 5 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Oct 16, 2025New

Disclosed 5 days after the trade. ADBE closed at $330.63 on Oct 15, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeOct 16, 2025	Oct 16, 2025	$329.23	−0.42%	−$34 loss
Day of disclosureOct 20, 2025	Oct 20, 2025	$343.40	+3.86%	+$309 gain
30 days afterNov 14, 2025	Nov 14, 2025	$331.11	+0.15%	+$12 gain
90 days afterJan 13, 2026	Jan 13, 2026	$309.93	−6.26%	−$501 loss
Latest closeOct 20, 2026	Oct 20, 2026	$256.73	−22.4%	−$1,788 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Amazon.com, Inc. - Common StockAMZN

Stocks (including ADRs) [ST]

Transaction date: Oct 15, 2025Filed 5 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Oct 16, 2025New

Disclosed 5 days after the trade. AMZN closed at $215.57 on Oct 15, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeOct 16, 2025	Oct 16, 2025	$214.47	−0.51%	−$41 loss
Day of disclosureOct 20, 2025	Oct 20, 2025	$216.48	+0.42%	+$34 gain
30 days afterNov 14, 2025	Nov 14, 2025	$234.69	+8.87%	+$710 gain
90 days afterJan 13, 2026	Jan 13, 2026	$242.60	+12.5%	+$1,003 gain
Latest closeOct 20, 2026	Oct 20, 2026	$262.63	+21.8%	+$1,747 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Periodic Transaction Report · filed Sep 27, 2025 · House Clerk

View original filing

Adobe Inc. - Common StockADBE

Stocks (including ADRs) [ST]

Transaction date: Sep 11, 2025Filed 16 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Sep 12, 2025New

Disclosed 16 days after the trade. ADBE closed at $350.55 on Sep 11, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeSep 12, 2025	Sep 12, 2025	$349.36	−0.34%	−$27 loss
Day of disclosureSep 29, 2025	Sep 29, 2025	$359.42	+2.53%	+$202 gain
30 days afterOct 13, 2025	Oct 13, 2025	$339.32	−3.20%	−$256 loss
90 days afterDec 10, 2025	Dec 10, 2025	$343.13	−2.12%	−$169 loss
Latest closeOct 20, 2026	Oct 20, 2026	$256.73	−26.8%	−$2,141 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Alphabet Inc. - Class C Capital StockGOOG

Stocks (including ADRs) [ST]

Transaction date: Sep 11, 2025Filed 16 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Sep 12, 2025New

Disclosed 16 days after the trade. GOOG closed at $240.78 on Sep 11, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeSep 12, 2025	Sep 12, 2025	$241.38	+0.25%	+$20 gain
Day of disclosureSep 29, 2025	Sep 29, 2025	$244.36	+1.49%	+$119 gain
30 days afterOct 13, 2025	Oct 13, 2025	$244.64	+1.60%	+$128 gain
90 days afterDec 10, 2025	Dec 10, 2025	$321.00	+33.3%	+$2,666 gain
Latest closeOct 20, 2026	Oct 20, 2026	$336.40	+39.7%	+$3,177 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Periodic Transaction Report · filed Aug 29, 2025 · House Clerk

View original filing

Alphabet Inc. - Class C Capital StockGOOG

Stocks (including ADRs) [ST]

Transaction date: Aug 28, 2025Filed 1 day later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Aug 29, 2025New

Disclosed 1 day after the trade. GOOG closed at $212.37 on Aug 28, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeAug 29, 2025	Aug 29, 2025	$213.53	+0.55%	+$44 gain
Day of disclosureAug 29, 2025	Aug 29, 2025	$213.53	+0.55%	+$44 gain
30 days afterSep 29, 2025	Sep 29, 2025	$244.36	+15.1%	+$1,205 gain
90 days afterNov 26, 2025	Nov 26, 2025	$320.28	+50.8%	+$4,065 gain
Latest closeOct 20, 2026	Oct 20, 2026	$336.40	+58.4%	+$4,673 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Exelon CorporationEXC

Stocks (including ADRs) [ST]

Transaction date: Aug 28, 2025Filed 1 day later
Type: Purchase
Amount (as reported): $15,001 - $50,000
Owner: Member
Notified / status: Notified Aug 29, 2025New

Disclosed 1 day after the trade. EXC closed at $43.76 on Aug 28, 2025; changes are measured from that close.

Amount within the reported $15,001–$50,000$32,501

Point	Session	Close	Change	On $32,501 bought
Day after the tradeAug 29, 2025	Aug 29, 2025	$43.68	−0.18%	−$59 loss
Day of disclosureAug 29, 2025	Aug 29, 2025	$43.68	−0.18%	−$59 loss
30 days afterSep 29, 2025	Sep 29, 2025	$44.27	+1.17%	+$379 gain
90 days afterNov 26, 2025	Nov 26, 2025	$46.57	+6.42%	+$2,087 gain
Latest closeOct 20, 2026	Oct 20, 2026	$43.03	−1.67%	−$542 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Periodic Transaction Report · filed Aug 20, 2025 · House Clerk

View original filing

Novo Nordisk A/S Common StockNVO

Stocks (including ADRs) [ST]

Transaction date: Aug 19, 2025Filed 1 day later
Type: Purchase
Amount (as reported): $15,001 - $50,000
Owner: Member
Notified / status: Notified Aug 20, 2025New

Disclosed 1 day after the trade. NVO closed at $54.78 on Aug 19, 2025; changes are measured from that close.

Amount within the reported $15,001–$50,000$32,501

Point	Session	Close	Change	On $32,501 bought
Day after the tradeAug 20, 2025	Aug 20, 2025	$54.30	−0.88%	−$285 loss
Day of disclosureAug 20, 2025	Aug 20, 2025	$54.30	−0.88%	−$285 loss
30 days afterSep 18, 2025	Sep 18, 2025	$61.85	+12.9%	+$4,195 gain
90 days afterNov 17, 2025	Nov 17, 2025	$48.46	−11.5%	−$3,750 loss
Latest closeOct 20, 2026	Oct 20, 2026	$39.35	−28.2%	−$9,155 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Transaction date

Owner

Asset

Type

Amount (as reported)

Notified / status

Prices

Aug 19, 2025Filed 1 day later

Member

Novo Nordisk A/S Common StockNVO

Disclosed 1 day after the trade. NVO closed at $54.78 on Aug 19, 2025; changes are measured from that close.

Amount within the reported $15,001–$50,000$32,501

Point	Session	Close	Change	On $32,501 bought
Day after the tradeAug 20, 2025	Aug 20, 2025	$54.30	−0.88%	−$285 loss
Day of disclosureAug 20, 2025	Aug 20, 2025	$54.30	−0.88%	−$285 loss
30 days afterSep 18, 2025	Sep 18, 2025	$61.85	+12.9%	+$4,195 gain
90 days afterNov 17, 2025	Nov 17, 2025	$48.46	−11.5%	−$3,750 loss
Latest closeOct 20, 2026	Oct 20, 2026	$39.35	−28.2%	−$9,155 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Reports filed since Jan 1, 2025 with the House Clerk, last checked Oct 23, 2026. Filings are linked to this member by the seat or chamber they held on the filing date and their name.

288 reported transactions in 25 electronically filed reports; latest filed Dec 16, 2025.

Periodic Transaction Report · filed Dec 16, 2025 · House Clerk

View original filing

US Treasury Bill
Government Securities and Agency Debt [GS]
Transaction date
Dec 12, 2025Filed 4 days later
Type
Purchase
Amount (as reported)
$100,001 - $250,000
Owner
Member
Notified / status
Notified Dec 15, 2025New
No ticker reported

Transaction date	Owner	Asset	Type	Amount (as reported)	Notified / status	Prices
Dec 12, 2025Filed 4 days later	Member	US Treasury BillGovernment Securities and Agency Debt [GS]	Purchase	$100,001 - $250,000	Notified Dec 15, 2025New	No ticker reported

Periodic Transaction Report · filed Dec 2, 2025 · House Clerk

View original filing

iShares Bitcoin Trust ETFIBIT

Stocks (including ADRs) [ST]

Transaction date: Nov 21, 2025Filed 11 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Dec 24, 2025New

Disclosed 11 days after the trade. IBIT closed at $47.97 on Nov 21, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeNov 24, 2025	Nov 24, 2025	$50.57	+5.42%	+$434 gain
Day of disclosureDec 2, 2025	Dec 2, 2025	$51.67	+7.71%	+$617 gain
30 days afterDec 22, 2025	Dec 22, 2025	$50.09	+4.42%	+$354 gain
90 days afterFeb 19, 2026	Feb 19, 2026	$38.07	−20.6%	−$1,651 loss
Latest closeOct 20, 2026	Oct 20, 2026	$46.71	−2.63%	−$210 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Transaction date

Owner

Asset

Type

Amount (as reported)

Notified / status

Prices

Nov 21, 2025Filed 11 days later

Member

iShares Bitcoin Trust ETFIBIT

Disclosed 11 days after the trade. IBIT closed at $47.97 on Nov 21, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeNov 24, 2025	Nov 24, 2025	$50.57	+5.42%	+$434 gain
Day of disclosureDec 2, 2025	Dec 2, 2025	$51.67	+7.71%	+$617 gain
30 days afterDec 22, 2025	Dec 22, 2025	$50.09	+4.42%	+$354 gain
90 days afterFeb 19, 2026	Feb 19, 2026	$38.07	−20.6%	−$1,651 loss
Latest closeOct 20, 2026	Oct 20, 2026	$46.71	−2.63%	−$210 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Periodic Transaction Report · filed Nov 19, 2025 · House Clerk

View original filing

US Treasury Bill
Government Securities and Agency Debt [GS]
Transaction date
Nov 13, 2025Filed 6 days later
Type
Purchase
Amount (as reported)
$50,001 - $100,000
Owner
Member
Notified / status
Notified Nov 14, 2025New
No ticker reported

Transaction date	Owner	Asset	Type	Amount (as reported)	Notified / status	Prices
Nov 13, 2025Filed 6 days later	Member	US Treasury BillGovernment Securities and Agency Debt [GS]	Purchase	$50,001 - $100,000	Notified Nov 14, 2025New	No ticker reported

Periodic Transaction Report · filed Nov 13, 2025 · House Clerk

View original filing

Automatic Data Processing, Inc. - Common StockADP

Stocks (including ADRs) [ST]

Transaction date: Nov 12, 2025Filed 1 day later
Type: Purchase
Amount (as reported): $15,001 - $50,000
Owner: Member
Notified / status: Notified Nov 13, 2025New

Disclosed 1 day after the trade. ADP closed at $254.55 on Nov 12, 2025; changes are measured from that close.

Amount within the reported $15,001–$50,000$32,501

Point	Session	Close	Change	On $32,501 bought
Day after the tradeNov 13, 2025	Nov 13, 2025	$254.61	+0.02%	+$8 gain
Day of disclosureNov 13, 2025	Nov 13, 2025	$254.61	+0.02%	+$8 gain
30 days afterDec 12, 2025	Dec 12, 2025	$266.10	+4.54%	+$1,475 gain
90 days afterFeb 10, 2026	Feb 10, 2026	$225.53	−11.4%	−$3,705 loss
Latest closeOct 20, 2026	Oct 20, 2026	$292.75	+15.0%	+$4,877 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Paychex, Inc. - Common StockPAYX

Stocks (including ADRs) [ST]

Transaction date: Nov 12, 2025Filed 1 day later
Type: Purchase
Amount (as reported): $15,001 - $50,000
Owner: Member
Notified / status: Notified Nov 13, 2025New

Disclosed 1 day after the trade. PAYX closed at $111.08 on Nov 12, 2025; changes are measured from that close.

Amount within the reported $15,001–$50,000$32,501

Point	Session	Close	Change	On $32,501 bought
Day after the tradeNov 13, 2025	Nov 13, 2025	$111.80	+0.65%	+$211 gain
Day of disclosureNov 13, 2025	Nov 13, 2025	$111.80	+0.65%	+$211 gain
30 days afterDec 12, 2025	Dec 12, 2025	$115.45	+3.93%	+$1,279 gain
90 days afterFeb 10, 2026	Feb 10, 2026	$99.03	−10.8%	−$3,526 loss
Latest closeOct 20, 2026	Oct 20, 2026	$112.62	+1.39%	+$451 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Periodic Transaction Report · filed Nov 7, 2025 · House Clerk

View original filing

Procter & Gamble CompanyPG

Stocks (including ADRs) [ST]

Transaction date: Nov 6, 2025Filed 1 day later
Type: Purchase
Amount (as reported): $15,001 - $50,000
Owner: Member
Notified / status: Notified Nov 7, 2025New

Disclosed 1 day after the trade. PG closed at $146.13 on Nov 6, 2025; changes are measured from that close.

Amount within the reported $15,001–$50,000$32,501

Point	Session	Close	Change	On $32,501 bought
Day after the tradeNov 7, 2025	Nov 7, 2025	$146.98	+0.58%	+$189 gain
Day of disclosureNov 7, 2025	Nov 7, 2025	$146.98	+0.58%	+$189 gain
30 days afterDec 8, 2025	Dec 8, 2025	$138.34	−5.33%	−$1,733 loss
90 days afterFeb 4, 2026	Feb 4, 2026	$156.87	+7.35%	+$2,389 gain
Latest closeOct 20, 2026	Oct 20, 2026	$159.32	+9.03%	+$2,934 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Transaction date

Owner

Asset

Type

Amount (as reported)

Notified / status

Prices

Nov 6, 2025Filed 1 day later

Member

Procter & Gamble CompanyPG

Disclosed 1 day after the trade. PG closed at $146.13 on Nov 6, 2025; changes are measured from that close.

Amount within the reported $15,001–$50,000$32,501

Point	Session	Close	Change	On $32,501 bought
Day after the tradeNov 7, 2025	Nov 7, 2025	$146.98	+0.58%	+$189 gain
Day of disclosureNov 7, 2025	Nov 7, 2025	$146.98	+0.58%	+$189 gain
30 days afterDec 8, 2025	Dec 8, 2025	$138.34	−5.33%	−$1,733 loss
90 days afterFeb 4, 2026	Feb 4, 2026	$156.87	+7.35%	+$2,389 gain
Latest closeOct 20, 2026	Oct 20, 2026	$159.32	+9.03%	+$2,934 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Periodic Transaction Report · filed Oct 28, 2025 · House Clerk

View original filing

Amazon.com, Inc. - Common StockAMZN

Stocks (including ADRs) [ST]

Transaction date: Oct 24, 2025Filed 4 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Oct 27, 2025New

Disclosed 4 days after the trade. AMZN closed at $224.21 on Oct 24, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeOct 27, 2025	Oct 27, 2025	$226.97	+1.23%	+$98 gain
Day of disclosureOct 28, 2025	Oct 28, 2025	$229.25	+2.25%	+$180 gain
30 days afterNov 24, 2025	Nov 24, 2025	$226.28	+0.92%	+$74 gain
90 days afterJan 22, 2026	Jan 22, 2026	$234.34	+4.52%	+$361 gain
Latest closeOct 20, 2026	Oct 20, 2026	$262.63	+17.1%	+$1,371 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Amgen Inc. - Common StockAMGN

Stocks (including ADRs) [ST]

Transaction date: Oct 24, 2025Filed 4 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Oct 27, 2025New

Disclosed 4 days after the trade. AMGN closed at $291.76 on Oct 24, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeOct 27, 2025	Oct 27, 2025	$291.16	−0.21%	−$16 loss
Day of disclosureOct 28, 2025	Oct 28, 2025	$292.09	+0.11%	+$9 gain
30 days afterNov 24, 2025	Nov 24, 2025	$334.30	+14.6%	+$1,167 gain
90 days afterJan 22, 2026	Jan 22, 2026	$347.07	+19.0%	+$1,517 gain
Latest closeOct 20, 2026	Oct 20, 2026	$438.94	+50.4%	+$4,036 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Periodic Transaction Report · filed Oct 20, 2025 · House Clerk

View original filing

Adobe Inc. - Common StockADBE

Stocks (including ADRs) [ST]

Transaction date: Oct 15, 2025Filed 5 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Oct 16, 2025New

Disclosed 5 days after the trade. ADBE closed at $330.63 on Oct 15, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeOct 16, 2025	Oct 16, 2025	$329.23	−0.42%	−$34 loss
Day of disclosureOct 20, 2025	Oct 20, 2025	$343.40	+3.86%	+$309 gain
30 days afterNov 14, 2025	Nov 14, 2025	$331.11	+0.15%	+$12 gain
90 days afterJan 13, 2026	Jan 13, 2026	$309.93	−6.26%	−$501 loss
Latest closeOct 20, 2026	Oct 20, 2026	$256.73	−22.4%	−$1,788 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Amazon.com, Inc. - Common StockAMZN

Stocks (including ADRs) [ST]

Transaction date: Oct 15, 2025Filed 5 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Oct 16, 2025New

Disclosed 5 days after the trade. AMZN closed at $215.57 on Oct 15, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeOct 16, 2025	Oct 16, 2025	$214.47	−0.51%	−$41 loss
Day of disclosureOct 20, 2025	Oct 20, 2025	$216.48	+0.42%	+$34 gain
30 days afterNov 14, 2025	Nov 14, 2025	$234.69	+8.87%	+$710 gain
90 days afterJan 13, 2026	Jan 13, 2026	$242.60	+12.5%	+$1,003 gain
Latest closeOct 20, 2026	Oct 20, 2026	$262.63	+21.8%	+$1,747 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Periodic Transaction Report · filed Sep 27, 2025 · House Clerk

View original filing

Adobe Inc. - Common StockADBE

Stocks (including ADRs) [ST]

Transaction date: Sep 11, 2025Filed 16 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Sep 12, 2025New

Disclosed 16 days after the trade. ADBE closed at $350.55 on Sep 11, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeSep 12, 2025	Sep 12, 2025	$349.36	−0.34%	−$27 loss
Day of disclosureSep 29, 2025	Sep 29, 2025	$359.42	+2.53%	+$202 gain
30 days afterOct 13, 2025	Oct 13, 2025	$339.32	−3.20%	−$256 loss
90 days afterDec 10, 2025	Dec 10, 2025	$343.13	−2.12%	−$169 loss
Latest closeOct 20, 2026	Oct 20, 2026	$256.73	−26.8%	−$2,141 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Alphabet Inc. - Class C Capital StockGOOG

Stocks (including ADRs) [ST]

Transaction date: Sep 11, 2025Filed 16 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Sep 12, 2025New

Disclosed 16 days after the trade. GOOG closed at $240.78 on Sep 11, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeSep 12, 2025	Sep 12, 2025	$241.38	+0.25%	+$20 gain
Day of disclosureSep 29, 2025	Sep 29, 2025	$244.36	+1.49%	+$119 gain
30 days afterOct 13, 2025	Oct 13, 2025	$244.64	+1.60%	+$128 gain
90 days afterDec 10, 2025	Dec 10, 2025	$321.00	+33.3%	+$2,666 gain
Latest closeOct 20, 2026	Oct 20, 2026	$336.40	+39.7%	+$3,177 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Periodic Transaction Report · filed Aug 29, 2025 · House Clerk

View original filing

Alphabet Inc. - Class C Capital StockGOOG

Stocks (including ADRs) [ST]

Transaction date: Aug 28, 2025Filed 1 day later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Aug 29, 2025New

Disclosed 1 day after the trade. GOOG closed at $212.37 on Aug 28, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeAug 29, 2025	Aug 29, 2025	$213.53	+0.55%	+$44 gain
Day of disclosureAug 29, 2025	Aug 29, 2025	$213.53	+0.55%	+$44 gain
30 days afterSep 29, 2025	Sep 29, 2025	$244.36	+15.1%	+$1,205 gain
90 days afterNov 26, 2025	Nov 26, 2025	$320.28	+50.8%	+$4,065 gain
Latest closeOct 20, 2026	Oct 20, 2026	$336.40	+58.4%	+$4,673 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Exelon CorporationEXC

Stocks (including ADRs) [ST]

Transaction date: Aug 28, 2025Filed 1 day later
Type: Purchase
Amount (as reported): $15,001 - $50,000
Owner: Member
Notified / status: Notified Aug 29, 2025New

Disclosed 1 day after the trade. EXC closed at $43.76 on Aug 28, 2025; changes are measured from that close.

Amount within the reported $15,001–$50,000$32,501

Point	Session	Close	Change	On $32,501 bought
Day after the tradeAug 29, 2025	Aug 29, 2025	$43.68	−0.18%	−$59 loss
Day of disclosureAug 29, 2025	Aug 29, 2025	$43.68	−0.18%	−$59 loss
30 days afterSep 29, 2025	Sep 29, 2025	$44.27	+1.17%	+$379 gain
90 days afterNov 26, 2025	Nov 26, 2025	$46.57	+6.42%	+$2,087 gain
Latest closeOct 20, 2026	Oct 20, 2026	$43.03	−1.67%	−$542 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Periodic Transaction Report · filed Aug 20, 2025 · House Clerk

View original filing

Novo Nordisk A/S Common StockNVO

Stocks (including ADRs) [ST]

Transaction date: Aug 19, 2025Filed 1 day later
Type: Purchase
Amount (as reported): $15,001 - $50,000
Owner: Member
Notified / status: Notified Aug 20, 2025New

Disclosed 1 day after the trade. NVO closed at $54.78 on Aug 19, 2025; changes are measured from that close.

Amount within the reported $15,001–$50,000$32,501

Point	Session	Close	Change	On $32,501 bought
Day after the tradeAug 20, 2025	Aug 20, 2025	$54.30	−0.88%	−$285 loss
Day of disclosureAug 20, 2025	Aug 20, 2025	$54.30	−0.88%	−$285 loss
30 days afterSep 18, 2025	Sep 18, 2025	$61.85	+12.9%	+$4,195 gain
90 days afterNov 17, 2025	Nov 17, 2025	$48.46	−11.5%	−$3,750 loss
Latest closeOct 20, 2026	Oct 20, 2026	$39.35	−28.2%	−$9,155 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Transaction date

Owner

Asset

Type

Amount (as reported)

Notified / status

Prices

Aug 19, 2025Filed 1 day later

Member

Novo Nordisk A/S Common StockNVO

Disclosed 1 day after the trade. NVO closed at $54.78 on Aug 19, 2025; changes are measured from that close.

Amount within the reported $15,001–$50,000$32,501

Point	Session	Close	Change	On $32,501 bought
Day after the tradeAug 20, 2025	Aug 20, 2025	$54.30	−0.88%	−$285 loss
Day of disclosureAug 20, 2025	Aug 20, 2025	$54.30	−0.88%	−$285 loss
30 days afterSep 18, 2025	Sep 18, 2025	$61.85	+12.9%	+$4,195 gain
90 days afterNov 17, 2025	Nov 17, 2025	$48.46	−11.5%	−$3,750 loss
Latest closeOct 20, 2026	Oct 20, 2026	$39.35	−28.2%	−$9,155 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Transaction date

Owner

Asset

Type

Amount (as reported)

Notified / status

Prices

Nov 12, 2025Filed 1 day later

Member

Automatic Data Processing, Inc. - Common StockADPStocks (including ADRs) [ST]

Purchase

$15,001 - $50,000

Notified Nov 13, 2025New

Disclosed 1 day after the trade. ADP closed at $254.55 on Nov 12, 2025; changes are measured from that close.

Amount within the reported $15,001–$50,000$32,501

Point	Session	Close	Change	On $32,501 bought
Day after the tradeNov 13, 2025	Nov 13, 2025	$254.61	+0.02%	+$8 gain
Day of disclosureNov 13, 2025	Nov 13, 2025	$254.61	+0.02%	+$8 gain
30 days afterDec 12, 2025	Dec 12, 2025	$266.10	+4.54%	+$1,475 gain
90 days afterFeb 10, 2026	Feb 10, 2026	$225.53	−11.4%	−$3,705 loss
Latest closeOct 20, 2026	Oct 20, 2026	$292.75	+15.0%	+$4,877 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Nov 12, 2025Filed 1 day later

Member

Paychex, Inc. - Common StockPAYXStocks (including ADRs) [ST]

Purchase

$15,001 - $50,000

Notified Nov 13, 2025New

Disclosed 1 day after the trade. PAYX closed at $111.08 on Nov 12, 2025; changes are measured from that close.

Amount within the reported $15,001–$50,000$32,501

Point	Session	Close	Change	On $32,501 bought
Day after the tradeNov 13, 2025	Nov 13, 2025	$111.80	+0.65%	+$211 gain
Day of disclosureNov 13, 2025	Nov 13, 2025	$111.80	+0.65%	+$211 gain
30 days afterDec 12, 2025	Dec 12, 2025	$115.45	+3.93%	+$1,279 gain
90 days afterFeb 10, 2026	Feb 10, 2026	$99.03	−10.8%	−$3,526 loss
Latest closeOct 20, 2026	Oct 20, 2026	$112.62	+1.39%	+$451 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Blackstone Inc. Common StockBX

Stocks (including ADRs) [ST]

Transaction date: Oct 24, 2025Filed 4 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Oct 27, 2025New

Disclosed 4 days after the trade. BX closed at $154.60 on Oct 24, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeOct 27, 2025	Oct 27, 2025	$153.85	−0.49%	−$39 loss
Day of disclosureOct 28, 2025	Oct 28, 2025	$151.69	−1.88%	−$151 loss
30 days afterNov 24, 2025	Nov 24, 2025	$141.42	−8.53%	−$682 loss
90 days afterJan 22, 2026	Jan 22, 2026	$154.91	+0.20%	+$16 gain
Latest closeOct 20, 2026	Oct 20, 2026	$110.34	−28.6%	−$2,291 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Cardinal Health, Inc. Common StockCAH

Stocks (including ADRs) [ST]

Transaction date: Oct 24, 2025Filed 4 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Oct 27, 2025New

Disclosed 4 days after the trade. CAH closed at $161.89 on Oct 24, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeOct 27, 2025	Oct 27, 2025	$163.80	+1.18%	+$94 gain
Day of disclosureOct 28, 2025	Oct 28, 2025	$162.79	+0.56%	+$44 gain
30 days afterNov 24, 2025	Nov 24, 2025	$211.20	+30.5%	+$2,437 gain
90 days afterJan 22, 2026	Jan 22, 2026	$206.89	+27.8%	+$2,224 gain
Latest closeOct 20, 2026	Oct 20, 2026	$257.55	+59.1%	+$4,728 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Chevron Corporation Common StockCVX

Stocks (including ADRs) [ST]

Transaction date: Oct 24, 2025Filed 4 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Oct 27, 2025New

Disclosed 4 days after the trade. CVX closed at $155.56 on Oct 24, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeOct 27, 2025	Oct 27, 2025	$155.28	−0.18%	−$14 loss
Day of disclosureOct 28, 2025	Oct 28, 2025	$154.13	−0.92%	−$74 loss
30 days afterNov 24, 2025	Nov 24, 2025	$149.75	−3.73%	−$299 loss
90 days afterJan 22, 2026	Jan 22, 2026	$166.66	+7.14%	+$571 gain
Latest closeOct 20, 2026	Oct 20, 2026	$225.71	+45.1%	+$3,608 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Home Depot, Inc.HD

Stocks (including ADRs) [ST]

Transaction date: Oct 24, 2025Filed 4 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Oct 27, 2025New

Disclosed 4 days after the trade. HD closed at $386.68 on Oct 24, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeOct 27, 2025	Oct 27, 2025	$385.27	−0.36%	−$29 loss
Day of disclosureOct 28, 2025	Oct 28, 2025	$385.75	−0.24%	−$19 loss
30 days afterNov 24, 2025	Nov 24, 2025	$336.58	−13.0%	−$1,037 loss
90 days afterJan 22, 2026	Jan 22, 2026	$381.03	−1.46%	−$117 loss
Latest closeOct 20, 2026	Oct 20, 2026	$315.11	−18.5%	−$1,481 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

iShares Bitcoin Trust ETF - iShares Bitcoin Trust ETFIBIT

Stocks (including ADRs) [ST]

Transaction date: Oct 24, 2025Filed 4 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Oct 27, 2025New

Disclosed 4 days after the trade. IBIT closed at $62.83 on Oct 24, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeOct 27, 2025	Oct 27, 2025	$65.28	+3.90%	+$312 gain
Day of disclosureOct 28, 2025	Oct 28, 2025	$64.49	+2.64%	+$211 gain
30 days afterNov 24, 2025	Nov 24, 2025	$50.57	−19.5%	−$1,561 loss
90 days afterJan 22, 2026	Jan 22, 2026	$50.67	−19.4%	−$1,548 loss
Latest closeOct 20, 2026	Oct 20, 2026	$46.71	−25.7%	−$2,053 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Kinder Morgan, Inc. Common StockKMI

Stocks (including ADRs) [ST]

Transaction date: Oct 24, 2025Filed 4 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Oct 27, 2025New

Disclosed 4 days after the trade. KMI closed at $25.86 on Oct 24, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeOct 27, 2025	Oct 27, 2025	$26.15	+1.12%	+$90 gain
Day of disclosureOct 28, 2025	Oct 28, 2025	$26.08	+0.85%	+$68 gain
30 days afterNov 24, 2025	Nov 24, 2025	$26.82	+3.71%	+$297 gain
90 days afterJan 22, 2026	Jan 22, 2026	$29.69	+14.8%	+$1,185 gain
Latest closeOct 20, 2026	Oct 20, 2026	$33.57	+29.8%	+$2,385 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

MercadoLibre, Inc. - Common StockMELI

Stocks (including ADRs) [ST]

Transaction date: Oct 24, 2025Filed 4 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Oct 27, 2025New

Disclosed 4 days after the trade. MELI closed at $2,161.11 on Oct 24, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeOct 27, 2025	Oct 27, 2025	$2,282.32	+5.61%	+$449 gain
Day of disclosureOct 28, 2025	Oct 28, 2025	$2,290.14	+5.97%	+$478 gain
30 days afterNov 24, 2025	Nov 24, 2025	$2,008.92	−7.04%	−$563 loss
90 days afterJan 22, 2026	Jan 22, 2026	$2,153.75	−0.34%	−$27 loss
Latest closeOct 20, 2026	Oct 20, 2026	$1,879.50	−13.0%	−$1,043 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Microsoft Corporation - Common StockMSFT

Stocks (including ADRs) [ST]

Transaction date: Oct 24, 2025Filed 4 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Oct 27, 2025New

Disclosed 4 days after the trade. MSFT closed at $523.61 on Oct 24, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeOct 27, 2025	Oct 27, 2025	$531.52	+1.51%	+$121 gain
Day of disclosureOct 28, 2025	Oct 28, 2025	$542.07	+3.53%	+$282 gain
30 days afterNov 24, 2025	Nov 24, 2025	$474.00	−9.47%	−$758 loss
90 days afterJan 22, 2026	Jan 22, 2026	$451.14	−13.8%	−$1,107 loss
Latest closeOct 20, 2026	Oct 20, 2026	$531.87	+1.58%	+$126 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Netflix, Inc. - Common StockNFLX

Stocks (including ADRs) [ST]

Transaction date: Oct 24, 2025Filed 4 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Oct 27, 2025New

Disclosed 4 days after the trade. NFLX closed at $10.95 on Oct 24, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeOct 27, 2025	Oct 27, 2025	$10.95	−0.01%	−$1 loss
Day of disclosureOct 28, 2025	Oct 28, 2025	$11.03	+0.71%	+$57 gain
30 days afterNov 24, 2025	Nov 24, 2025	$106.97	+877.2%	+$70,183 gain
90 days afterJan 22, 2026	Jan 22, 2026	$83.54	+663.1%	+$53,058 gain
Latest closeOct 20, 2026	Oct 20, 2026	$68.69	+527.5%	+$42,204 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Occidental Petroleum Corporation Common StockOXY

Stocks (including ADRs) [ST]

Transaction date: Oct 24, 2025Filed 4 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Oct 27, 2025New

Disclosed 4 days after the trade. OXY closed at $42.57 on Oct 24, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeOct 27, 2025	Oct 27, 2025	$42.30	−0.63%	−$51 loss
Day of disclosureOct 28, 2025	Oct 28, 2025	$40.83	−4.09%	−$327 loss
30 days afterNov 24, 2025	Nov 24, 2025	$41.43	−2.68%	−$214 loss
90 days afterJan 22, 2026	Jan 22, 2026	$43.15	+1.36%	+$109 gain
Latest closeOct 20, 2026	Oct 20, 2026	$62.92	+47.8%	+$3,825 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Palo Alto Networks, Inc.PANW

Stocks (including ADRs) [ST]

Transaction date: Oct 24, 2025Filed 4 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Oct 27, 2025New

Disclosed 4 days after the trade. PANW closed at $217.11 on Oct 24, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeOct 27, 2025	Oct 27, 2025	$220.29	+1.46%	+$117 gain
Day of disclosureOct 28, 2025	Oct 28, 2025	$221.38	+1.97%	+$157 gain
30 days afterNov 24, 2025	Nov 24, 2025	$183.89	−15.3%	−$1,224 loss
90 days afterJan 22, 2026	Jan 22, 2026	$182.27	−16.0%	−$1,284 loss
Latest closeOct 20, 2026	Oct 20, 2026	$340.28	+56.7%	+$4,539 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Transaction date

Owner

Asset

Type

Amount (as reported)

Notified / status

Prices

Oct 24, 2025Filed 4 days later

Member

Amazon.com, Inc. - Common StockAMZNStocks (including ADRs) [ST]

Purchase

$1,001 - $15,000

Notified Oct 27, 2025New

Disclosed 4 days after the trade. AMZN closed at $224.21 on Oct 24, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeOct 27, 2025	Oct 27, 2025	$226.97	+1.23%	+$98 gain
Day of disclosureOct 28, 2025	Oct 28, 2025	$229.25	+2.25%	+$180 gain
30 days afterNov 24, 2025	Nov 24, 2025	$226.28	+0.92%	+$74 gain
90 days afterJan 22, 2026	Jan 22, 2026	$234.34	+4.52%	+$361 gain
Latest closeOct 20, 2026	Oct 20, 2026	$262.63	+17.1%	+$1,371 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Oct 24, 2025Filed 4 days later

Member

Amgen Inc. - Common StockAMGNStocks (including ADRs) [ST]

Purchase

$1,001 - $15,000

Notified Oct 27, 2025New

Disclosed 4 days after the trade. AMGN closed at $291.76 on Oct 24, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeOct 27, 2025	Oct 27, 2025	$291.16	−0.21%	−$16 loss
Day of disclosureOct 28, 2025	Oct 28, 2025	$292.09	+0.11%	+$9 gain
30 days afterNov 24, 2025	Nov 24, 2025	$334.30	+14.6%	+$1,167 gain
90 days afterJan 22, 2026	Jan 22, 2026	$347.07	+19.0%	+$1,517 gain
Latest closeOct 20, 2026	Oct 20, 2026	$438.94	+50.4%	+$4,036 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Oct 24, 2025Filed 4 days later

Member

Berkshire Hathaway Inc. New Common StockBRK.BStocks (including ADRs) [ST]

Purchase

$1,001 - $15,000

Notified Oct 27, 2025New

No prices found

Oct 24, 2025Filed 4 days later

Member

Blackstone Inc. Common StockBXStocks (including ADRs) [ST]

Purchase

$1,001 - $15,000

Notified Oct 27, 2025New

Disclosed 4 days after the trade. BX closed at $154.60 on Oct 24, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeOct 27, 2025	Oct 27, 2025	$153.85	−0.49%	−$39 loss
Day of disclosureOct 28, 2025	Oct 28, 2025	$151.69	−1.88%	−$151 loss
30 days afterNov 24, 2025	Nov 24, 2025	$141.42	−8.53%	−$682 loss
90 days afterJan 22, 2026	Jan 22, 2026	$154.91	+0.20%	+$16 gain
Latest closeOct 20, 2026	Oct 20, 2026	$110.34	−28.6%	−$2,291 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Oct 24, 2025Filed 4 days later

Member

Cardinal Health, Inc. Common StockCAHStocks (including ADRs) [ST]

Purchase

$1,001 - $15,000

Notified Oct 27, 2025New

Disclosed 4 days after the trade. CAH closed at $161.89 on Oct 24, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeOct 27, 2025	Oct 27, 2025	$163.80	+1.18%	+$94 gain
Day of disclosureOct 28, 2025	Oct 28, 2025	$162.79	+0.56%	+$44 gain
30 days afterNov 24, 2025	Nov 24, 2025	$211.20	+30.5%	+$2,437 gain
90 days afterJan 22, 2026	Jan 22, 2026	$206.89	+27.8%	+$2,224 gain
Latest closeOct 20, 2026	Oct 20, 2026	$257.55	+59.1%	+$4,728 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Oct 24, 2025Filed 4 days later

Member

Chevron Corporation Common StockCVXStocks (including ADRs) [ST]

Purchase

$1,001 - $15,000

Notified Oct 27, 2025New

Disclosed 4 days after the trade. CVX closed at $155.56 on Oct 24, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeOct 27, 2025	Oct 27, 2025	$155.28	−0.18%	−$14 loss
Day of disclosureOct 28, 2025	Oct 28, 2025	$154.13	−0.92%	−$74 loss
30 days afterNov 24, 2025	Nov 24, 2025	$149.75	−3.73%	−$299 loss
90 days afterJan 22, 2026	Jan 22, 2026	$166.66	+7.14%	+$571 gain
Latest closeOct 20, 2026	Oct 20, 2026	$225.71	+45.1%	+$3,608 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Oct 24, 2025Filed 4 days later

Member

Home Depot, Inc.HDStocks (including ADRs) [ST]

Purchase

$1,001 - $15,000

Notified Oct 27, 2025New

Disclosed 4 days after the trade. HD closed at $386.68 on Oct 24, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeOct 27, 2025	Oct 27, 2025	$385.27	−0.36%	−$29 loss
Day of disclosureOct 28, 2025	Oct 28, 2025	$385.75	−0.24%	−$19 loss
30 days afterNov 24, 2025	Nov 24, 2025	$336.58	−13.0%	−$1,037 loss
90 days afterJan 22, 2026	Jan 22, 2026	$381.03	−1.46%	−$117 loss
Latest closeOct 20, 2026	Oct 20, 2026	$315.11	−18.5%	−$1,481 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Oct 24, 2025Filed 4 days later

Member

iShares Bitcoin Trust ETF - iShares Bitcoin Trust ETFIBITStocks (including ADRs) [ST]

Purchase

$1,001 - $15,000

Notified Oct 27, 2025New

Disclosed 4 days after the trade. IBIT closed at $62.83 on Oct 24, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeOct 27, 2025	Oct 27, 2025	$65.28	+3.90%	+$312 gain
Day of disclosureOct 28, 2025	Oct 28, 2025	$64.49	+2.64%	+$211 gain
30 days afterNov 24, 2025	Nov 24, 2025	$50.57	−19.5%	−$1,561 loss
90 days afterJan 22, 2026	Jan 22, 2026	$50.67	−19.4%	−$1,548 loss
Latest closeOct 20, 2026	Oct 20, 2026	$46.71	−25.7%	−$2,053 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Oct 24, 2025Filed 4 days later

Member

Kinder Morgan, Inc. Common StockKMIStocks (including ADRs) [ST]

Purchase

$1,001 - $15,000

Notified Oct 27, 2025New

Disclosed 4 days after the trade. KMI closed at $25.86 on Oct 24, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeOct 27, 2025	Oct 27, 2025	$26.15	+1.12%	+$90 gain
Day of disclosureOct 28, 2025	Oct 28, 2025	$26.08	+0.85%	+$68 gain
30 days afterNov 24, 2025	Nov 24, 2025	$26.82	+3.71%	+$297 gain
90 days afterJan 22, 2026	Jan 22, 2026	$29.69	+14.8%	+$1,185 gain
Latest closeOct 20, 2026	Oct 20, 2026	$33.57	+29.8%	+$2,385 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Oct 24, 2025Filed 4 days later

Member

MercadoLibre, Inc. - Common StockMELIStocks (including ADRs) [ST]

Purchase

$1,001 - $15,000

Notified Oct 27, 2025New

Disclosed 4 days after the trade. MELI closed at $2,161.11 on Oct 24, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeOct 27, 2025	Oct 27, 2025	$2,282.32	+5.61%	+$449 gain
Day of disclosureOct 28, 2025	Oct 28, 2025	$2,290.14	+5.97%	+$478 gain
30 days afterNov 24, 2025	Nov 24, 2025	$2,008.92	−7.04%	−$563 loss
90 days afterJan 22, 2026	Jan 22, 2026	$2,153.75	−0.34%	−$27 loss
Latest closeOct 20, 2026	Oct 20, 2026	$1,879.50	−13.0%	−$1,043 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Oct 24, 2025Filed 4 days later

Member

Microsoft Corporation - Common StockMSFTStocks (including ADRs) [ST]

Purchase

$1,001 - $15,000

Notified Oct 27, 2025New

Disclosed 4 days after the trade. MSFT closed at $523.61 on Oct 24, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeOct 27, 2025	Oct 27, 2025	$531.52	+1.51%	+$121 gain
Day of disclosureOct 28, 2025	Oct 28, 2025	$542.07	+3.53%	+$282 gain
30 days afterNov 24, 2025	Nov 24, 2025	$474.00	−9.47%	−$758 loss
90 days afterJan 22, 2026	Jan 22, 2026	$451.14	−13.8%	−$1,107 loss
Latest closeOct 20, 2026	Oct 20, 2026	$531.87	+1.58%	+$126 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Oct 24, 2025Filed 4 days later

Member

Netflix, Inc. - Common StockNFLXStocks (including ADRs) [ST]

Purchase

$1,001 - $15,000

Notified Oct 27, 2025New

Disclosed 4 days after the trade. NFLX closed at $10.95 on Oct 24, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeOct 27, 2025	Oct 27, 2025	$10.95	−0.01%	−$1 loss
Day of disclosureOct 28, 2025	Oct 28, 2025	$11.03	+0.71%	+$57 gain
30 days afterNov 24, 2025	Nov 24, 2025	$106.97	+877.2%	+$70,183 gain
90 days afterJan 22, 2026	Jan 22, 2026	$83.54	+663.1%	+$53,058 gain
Latest closeOct 20, 2026	Oct 20, 2026	$68.69	+527.5%	+$42,204 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Oct 24, 2025Filed 4 days later

Member

Occidental Petroleum Corporation Common StockOXYStocks (including ADRs) [ST]

Purchase

$1,001 - $15,000

Notified Oct 27, 2025New

Disclosed 4 days after the trade. OXY closed at $42.57 on Oct 24, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeOct 27, 2025	Oct 27, 2025	$42.30	−0.63%	−$51 loss
Day of disclosureOct 28, 2025	Oct 28, 2025	$40.83	−4.09%	−$327 loss
30 days afterNov 24, 2025	Nov 24, 2025	$41.43	−2.68%	−$214 loss
90 days afterJan 22, 2026	Jan 22, 2026	$43.15	+1.36%	+$109 gain
Latest closeOct 20, 2026	Oct 20, 2026	$62.92	+47.8%	+$3,825 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Oct 24, 2025Filed 4 days later

Member

Palo Alto Networks, Inc.PANWStocks (including ADRs) [ST]

Purchase

$1,001 - $15,000

Notified Oct 27, 2025New

Disclosed 4 days after the trade. PANW closed at $217.11 on Oct 24, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeOct 27, 2025	Oct 27, 2025	$220.29	+1.46%	+$117 gain
Day of disclosureOct 28, 2025	Oct 28, 2025	$221.38	+1.97%	+$157 gain
30 days afterNov 24, 2025	Nov 24, 2025	$183.89	−15.3%	−$1,224 loss
90 days afterJan 22, 2026	Jan 22, 2026	$182.27	−16.0%	−$1,284 loss
Latest closeOct 20, 2026	Oct 20, 2026	$340.28	+56.7%	+$4,539 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Amazon.com, Inc. - Common StockAMZN

Stocks (including ADRs) [ST]

Transaction date: Oct 9, 2025Filed 11 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Oct 10, 2025New

Disclosed 11 days after the trade. AMZN closed at $227.74 on Oct 9, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeOct 10, 2025	Oct 10, 2025	$216.37	−4.99%	−$399 loss
Day of disclosureOct 20, 2025	Oct 20, 2025	$216.48	−4.94%	−$396 loss
30 days afterNov 10, 2025	Nov 10, 2025	$248.40	+9.07%	+$726 gain
90 days afterJan 7, 2026	Jan 7, 2026	$241.56	+6.07%	+$486 gain
Latest closeOct 20, 2026	Oct 20, 2026	$262.63	+15.3%	+$1,226 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Exelon CorporationEXC

Stocks (including ADRs) [ST]

Transaction date: Oct 15, 2025Filed 5 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Oct 16, 2025New

Disclosed 5 days after the trade. EXC closed at $47.83 on Oct 15, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeOct 16, 2025	Oct 16, 2025	$47.36	−0.98%	−$79 loss
Day of disclosureOct 20, 2025	Oct 20, 2025	$48.24	+0.86%	+$69 gain
30 days afterNov 14, 2025	Nov 14, 2025	$45.94	−3.95%	−$316 loss
90 days afterJan 13, 2026	Jan 13, 2026	$43.32	−9.43%	−$754 loss
Latest closeOct 20, 2026	Oct 20, 2026	$43.03	−10.0%	−$803 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

iShares Bitcoin Trust ETF - iShares Bitcoin Trust ETFIBIT

Stocks (including ADRs) [ST]

Transaction date: Oct 15, 2025Filed 5 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Oct 16, 2025New

Disclosed 5 days after the trade. IBIT closed at $63.17 on Oct 15, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeOct 16, 2025	Oct 16, 2025	$61.43	−2.75%	−$220 loss
Day of disclosureOct 20, 2025	Oct 20, 2025	$62.93	−0.38%	−$30 loss
30 days afterNov 14, 2025	Nov 14, 2025	$53.48	−15.3%	−$1,228 loss
90 days afterJan 13, 2026	Jan 13, 2026	$53.57	−15.2%	−$1,216 loss
Latest closeOct 20, 2026	Oct 20, 2026	$46.71	−26.1%	−$2,085 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

iShares Bitcoin Trust ETF - iShares Bitcoin Trust ETFIBIT

Stocks (including ADRs) [ST]

Transaction date: Oct 9, 2025Filed 11 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Oct 10, 2025New

Disclosed 11 days after the trade. IBIT closed at $68.74 on Oct 9, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeOct 10, 2025	Oct 10, 2025	$66.20	−3.70%	−$296 loss
Day of disclosureOct 20, 2025	Oct 20, 2025	$62.93	−8.45%	−$676 loss
30 days afterNov 10, 2025	Nov 10, 2025	$60.19	−12.4%	−$995 loss
90 days afterJan 7, 2026	Jan 7, 2026	$51.54	−25.0%	−$2,002 loss
Latest closeOct 20, 2026	Oct 20, 2026	$46.71	−32.0%	−$2,564 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Novo Nordisk A/S Common StockNVO

Stocks (including ADRs) [ST]

Transaction date: Oct 15, 2025Filed 5 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Oct 16, 2025New

Disclosed 5 days after the trade. NVO closed at $56.72 on Oct 15, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeOct 16, 2025	Oct 16, 2025	$56.09	−1.11%	−$89 loss
Day of disclosureOct 20, 2025	Oct 20, 2025	$55.74	−1.73%	−$138 loss
30 days afterNov 14, 2025	Nov 14, 2025	$48.26	−14.9%	−$1,193 loss
90 days afterJan 13, 2026	Jan 13, 2026	$59.64	+5.15%	+$412 gain
Latest closeOct 20, 2026	Oct 20, 2026	$39.35	−30.6%	−$2,450 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Tesla, Inc. - Common StockTSLA

Stocks (including ADRs) [ST]

Transaction date: Oct 15, 2025Filed 5 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Oct 16, 2025New

Disclosed 5 days after the trade. TSLA closed at $435.15 on Oct 15, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeOct 16, 2025	Oct 16, 2025	$428.75	−1.47%	−$118 loss
Day of disclosureOct 20, 2025	Oct 20, 2025	$447.43	+2.82%	+$226 gain
30 days afterNov 14, 2025	Nov 14, 2025	$404.35	−7.08%	−$566 loss
90 days afterJan 13, 2026	Jan 13, 2026	$447.20	+2.77%	+$222 gain
Latest closeOct 20, 2026	Oct 20, 2026	$373.71	−14.1%	−$1,130 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

United Parcel Service, Inc. Common StockUPS

Stocks (including ADRs) [ST]

Transaction date: Oct 9, 2025Filed 11 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Oct 10, 2025New

Disclosed 11 days after the trade. UPS closed at $85.28 on Oct 9, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeOct 10, 2025	Oct 10, 2025	$82.87	−2.83%	−$226 loss
Day of disclosureOct 20, 2025	Oct 20, 2025	$86.91	+1.91%	+$153 gain
30 days afterNov 10, 2025	Nov 10, 2025	$93.06	+9.12%	+$730 gain
90 days afterJan 7, 2026	Jan 7, 2026	$105.41	+23.6%	+$1,889 gain
Latest closeOct 20, 2026	Oct 20, 2026	$98.52	+15.5%	+$1,242 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Transaction date

Owner

Asset

Type

Amount (as reported)

Notified / status

Prices

Oct 15, 2025Filed 5 days later

Member

Adobe Inc. - Common StockADBEStocks (including ADRs) [ST]

Purchase

$1,001 - $15,000

Notified Oct 16, 2025New

Disclosed 5 days after the trade. ADBE closed at $330.63 on Oct 15, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeOct 16, 2025	Oct 16, 2025	$329.23	−0.42%	−$34 loss
Day of disclosureOct 20, 2025	Oct 20, 2025	$343.40	+3.86%	+$309 gain
30 days afterNov 14, 2025	Nov 14, 2025	$331.11	+0.15%	+$12 gain
90 days afterJan 13, 2026	Jan 13, 2026	$309.93	−6.26%	−$501 loss
Latest closeOct 20, 2026	Oct 20, 2026	$256.73	−22.4%	−$1,788 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Oct 15, 2025Filed 5 days later

Member

Amazon.com, Inc. - Common StockAMZNStocks (including ADRs) [ST]

Purchase

$1,001 - $15,000

Notified Oct 16, 2025New

Disclosed 5 days after the trade. AMZN closed at $215.57 on Oct 15, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeOct 16, 2025	Oct 16, 2025	$214.47	−0.51%	−$41 loss
Day of disclosureOct 20, 2025	Oct 20, 2025	$216.48	+0.42%	+$34 gain
30 days afterNov 14, 2025	Nov 14, 2025	$234.69	+8.87%	+$710 gain
90 days afterJan 13, 2026	Jan 13, 2026	$242.60	+12.5%	+$1,003 gain
Latest closeOct 20, 2026	Oct 20, 2026	$262.63	+21.8%	+$1,747 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Oct 9, 2025Filed 11 days later

Member

Amazon.com, Inc. - Common StockAMZNStocks (including ADRs) [ST]

Purchase

$1,001 - $15,000

Notified Oct 10, 2025New

Disclosed 11 days after the trade. AMZN closed at $227.74 on Oct 9, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeOct 10, 2025	Oct 10, 2025	$216.37	−4.99%	−$399 loss
Day of disclosureOct 20, 2025	Oct 20, 2025	$216.48	−4.94%	−$396 loss
30 days afterNov 10, 2025	Nov 10, 2025	$248.40	+9.07%	+$726 gain
90 days afterJan 7, 2026	Jan 7, 2026	$241.56	+6.07%	+$486 gain
Latest closeOct 20, 2026	Oct 20, 2026	$262.63	+15.3%	+$1,226 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Oct 15, 2025Filed 5 days later

Member

Exelon CorporationEXCStocks (including ADRs) [ST]

Purchase

$1,001 - $15,000

Notified Oct 16, 2025New

Disclosed 5 days after the trade. EXC closed at $47.83 on Oct 15, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeOct 16, 2025	Oct 16, 2025	$47.36	−0.98%	−$79 loss
Day of disclosureOct 20, 2025	Oct 20, 2025	$48.24	+0.86%	+$69 gain
30 days afterNov 14, 2025	Nov 14, 2025	$45.94	−3.95%	−$316 loss
90 days afterJan 13, 2026	Jan 13, 2026	$43.32	−9.43%	−$754 loss
Latest closeOct 20, 2026	Oct 20, 2026	$43.03	−10.0%	−$803 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Oct 15, 2025Filed 5 days later

Member

iShares Bitcoin Trust ETF - iShares Bitcoin Trust ETFIBITStocks (including ADRs) [ST]

Purchase

$1,001 - $15,000

Notified Oct 16, 2025New

Disclosed 5 days after the trade. IBIT closed at $63.17 on Oct 15, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeOct 16, 2025	Oct 16, 2025	$61.43	−2.75%	−$220 loss
Day of disclosureOct 20, 2025	Oct 20, 2025	$62.93	−0.38%	−$30 loss
30 days afterNov 14, 2025	Nov 14, 2025	$53.48	−15.3%	−$1,228 loss
90 days afterJan 13, 2026	Jan 13, 2026	$53.57	−15.2%	−$1,216 loss
Latest closeOct 20, 2026	Oct 20, 2026	$46.71	−26.1%	−$2,085 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Oct 9, 2025Filed 11 days later

Member

iShares Bitcoin Trust ETF - iShares Bitcoin Trust ETFIBITStocks (including ADRs) [ST]

Purchase

$1,001 - $15,000

Notified Oct 10, 2025New

Disclosed 11 days after the trade. IBIT closed at $68.74 on Oct 9, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeOct 10, 2025	Oct 10, 2025	$66.20	−3.70%	−$296 loss
Day of disclosureOct 20, 2025	Oct 20, 2025	$62.93	−8.45%	−$676 loss
30 days afterNov 10, 2025	Nov 10, 2025	$60.19	−12.4%	−$995 loss
90 days afterJan 7, 2026	Jan 7, 2026	$51.54	−25.0%	−$2,002 loss
Latest closeOct 20, 2026	Oct 20, 2026	$46.71	−32.0%	−$2,564 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Oct 15, 2025Filed 5 days later

Member

Novo Nordisk A/S Common StockNVOStocks (including ADRs) [ST]

Purchase

$1,001 - $15,000

Notified Oct 16, 2025New

Disclosed 5 days after the trade. NVO closed at $56.72 on Oct 15, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeOct 16, 2025	Oct 16, 2025	$56.09	−1.11%	−$89 loss
Day of disclosureOct 20, 2025	Oct 20, 2025	$55.74	−1.73%	−$138 loss
30 days afterNov 14, 2025	Nov 14, 2025	$48.26	−14.9%	−$1,193 loss
90 days afterJan 13, 2026	Jan 13, 2026	$59.64	+5.15%	+$412 gain
Latest closeOct 20, 2026	Oct 20, 2026	$39.35	−30.6%	−$2,450 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Oct 15, 2025Filed 5 days later

Member

Tesla, Inc. - Common StockTSLAStocks (including ADRs) [ST]

Purchase

$1,001 - $15,000

Notified Oct 16, 2025New

Disclosed 5 days after the trade. TSLA closed at $435.15 on Oct 15, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeOct 16, 2025	Oct 16, 2025	$428.75	−1.47%	−$118 loss
Day of disclosureOct 20, 2025	Oct 20, 2025	$447.43	+2.82%	+$226 gain
30 days afterNov 14, 2025	Nov 14, 2025	$404.35	−7.08%	−$566 loss
90 days afterJan 13, 2026	Jan 13, 2026	$447.20	+2.77%	+$222 gain
Latest closeOct 20, 2026	Oct 20, 2026	$373.71	−14.1%	−$1,130 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Oct 9, 2025Filed 11 days later

Member

United Parcel Service, Inc. Common StockUPSStocks (including ADRs) [ST]

Purchase

$1,001 - $15,000

Notified Oct 10, 2025New

Disclosed 11 days after the trade. UPS closed at $85.28 on Oct 9, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeOct 10, 2025	Oct 10, 2025	$82.87	−2.83%	−$226 loss
Day of disclosureOct 20, 2025	Oct 20, 2025	$86.91	+1.91%	+$153 gain
30 days afterNov 10, 2025	Nov 10, 2025	$93.06	+9.12%	+$730 gain
90 days afterJan 7, 2026	Jan 7, 2026	$105.41	+23.6%	+$1,889 gain
Latest closeOct 20, 2026	Oct 20, 2026	$98.52	+15.5%	+$1,242 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Oct 15, 2025Filed 5 days later

Member

Xemex Group Inc. Common stockXMEXStocks (including ADRs) [ST]

Purchase

$1,001 - $15,000

Notified Oct 16, 2025New

No prices found

Amgen Inc. - Common StockAMGN

Stocks (including ADRs) [ST]

Transaction date: Sep 11, 2025Filed 16 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Sep 12, 2025New

Disclosed 16 days after the trade. AMGN closed at $282.73 on Sep 11, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeSep 12, 2025	Sep 12, 2025	$276.39	−2.24%	−$179 loss
Day of disclosureSep 29, 2025	Sep 29, 2025	$273.97	−3.10%	−$248 loss
30 days afterOct 13, 2025	Oct 13, 2025	$292.40	+3.42%	+$274 gain
90 days afterDec 10, 2025	Dec 10, 2025	$315.38	+11.5%	+$924 gain
Latest closeOct 20, 2026	Oct 20, 2026	$438.94	+55.3%	+$4,421 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

ASML Holding N.V. - New York Registry SharesASML

Stocks (including ADRs) [ST]

Transaction date: Sep 11, 2025Filed 16 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Sep 12, 2025New

Disclosed 16 days after the trade. ASML closed at $804.16 on Sep 11, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeSep 12, 2025	Sep 12, 2025	$813.87	+1.21%	+$97 gain
Day of disclosureSep 29, 2025	Sep 29, 2025	$962.61	+19.7%	+$1,577 gain
30 days afterOct 13, 2025	Oct 13, 2025	$984.66	+22.4%	+$1,796 gain
90 days afterDec 10, 2025	Dec 10, 2025	$1,119.32	+39.2%	+$3,136 gain
Latest closeOct 20, 2026	Oct 20, 2026	$1,630.84	+102.8%	+$8,225 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

CrowdStrike Holdings, Inc. - Class A Common StockCRWD

Stocks (including ADRs) [ST]

Transaction date: Sep 11, 2025Filed 16 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Sep 12, 2025New

Disclosed 16 days after the trade. CRWD closed at $108.35 on Sep 11, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeSep 12, 2025	Sep 12, 2025	$109.03	+0.63%	+$50 gain
Day of disclosureSep 29, 2025	Sep 29, 2025	$122.11	+12.7%	+$1,017 gain
30 days afterOct 13, 2025	Oct 13, 2025	$127.15	+17.4%	+$1,389 gain
90 days afterDec 10, 2025	Dec 10, 2025	$129.89	+19.9%	+$1,591 gain
Latest closeOct 20, 2026	Oct 20, 2026	$227.37	+109.9%	+$8,790 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Digital Realty Trust, Inc. Common StockDLR

Stocks (including ADRs) [ST]

Transaction date: Sep 11, 2025Filed 16 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Sep 12, 2025New

Disclosed 16 days after the trade. DLR closed at $174.67 on Sep 11, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeSep 12, 2025	Sep 12, 2025	$173.50	−0.67%	−$54 loss
Day of disclosureSep 29, 2025	Sep 29, 2025	$170.11	−2.61%	−$209 loss
30 days afterOct 13, 2025	Oct 13, 2025	$171.56	−1.78%	−$142 loss
90 days afterDec 10, 2025	Dec 10, 2025	$159.51	−8.68%	−$694 loss
Latest closeOct 20, 2026	Oct 20, 2026	$175.31	+0.37%	+$29 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Duke Energy CorporationDUK

Stocks (including ADRs) [ST]

Transaction date: Sep 11, 2025Filed 16 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Sep 12, 2025New

Disclosed 16 days after the trade. DUK closed at $122.11 on Sep 11, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeSep 12, 2025	Sep 12, 2025	$121.95	−0.13%	−$10 loss
Day of disclosureSep 29, 2025	Sep 29, 2025	$122.80	+0.57%	+$45 gain
30 days afterOct 13, 2025	Oct 13, 2025	$126.09	+3.26%	+$261 gain
90 days afterDec 10, 2025	Dec 10, 2025	$114.00	−6.64%	−$531 loss
Latest closeOct 20, 2026	Oct 20, 2026	$121.33	−0.64%	−$51 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Goldman Sachs Group, Inc.GS

Stocks (including ADRs) [ST]

Transaction date: Sep 11, 2025Filed 16 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Sep 12, 2025New

Disclosed 16 days after the trade. GS closed at $784.73 on Sep 11, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeSep 12, 2025	Sep 12, 2025	$780.06	−0.60%	−$48 loss
Day of disclosureSep 29, 2025	Sep 29, 2025	$804.12	+2.47%	+$198 gain
30 days afterOct 13, 2025	Oct 13, 2025	$786.78	+0.26%	+$21 gain
90 days afterDec 10, 2025	Dec 10, 2025	$889.24	+13.3%	+$1,066 gain
Latest closeOct 20, 2026	Oct 20, 2026	$884.81	+12.8%	+$1,020 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

iShares Bitcoin Trust ETF - iShares Bitcoin Trust ETFIBIT

Stocks (including ADRs) [ST]

Transaction date: Sep 11, 2025Filed 16 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Sep 12, 2025New

Disclosed 16 days after the trade. IBIT closed at $65.03 on Sep 11, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeSep 12, 2025	Sep 12, 2025	$66.38	+2.08%	+$166 gain
Day of disclosureSep 29, 2025	Sep 29, 2025	$64.97	−0.09%	−$7 loss
30 days afterOct 13, 2025	Oct 13, 2025	$65.81	+1.20%	+$96 gain
90 days afterDec 10, 2025	Dec 10, 2025	$52.49	−19.3%	−$1,543 loss
Latest closeOct 20, 2026	Oct 20, 2026	$46.71	−28.2%	−$2,254 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Morgan Stanley Common StockMS

Stocks (including ADRs) [ST]

Transaction date: Sep 11, 2025Filed 16 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Sep 12, 2025New

Disclosed 16 days after the trade. MS closed at $156.48 on Sep 11, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeSep 12, 2025	Sep 12, 2025	$156.39	−0.06%	−$5 loss
Day of disclosureSep 29, 2025	Sep 29, 2025	$161.16	+2.99%	+$239 gain
30 days afterOct 13, 2025	Oct 13, 2025	$155.13	−0.86%	−$69 loss
90 days afterDec 10, 2025	Dec 10, 2025	$179.71	+14.8%	+$1,188 gain
Latest closeOct 20, 2026	Oct 20, 2026	$180.40	+15.3%	+$1,223 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Transaction date

Owner

Asset

Type

Amount (as reported)

Notified / status

Prices

Sep 11, 2025Filed 16 days later

Member

Adobe Inc. - Common StockADBEStocks (including ADRs) [ST]

Purchase

$1,001 - $15,000

Notified Sep 12, 2025New

Disclosed 16 days after the trade. ADBE closed at $350.55 on Sep 11, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeSep 12, 2025	Sep 12, 2025	$349.36	−0.34%	−$27 loss
Day of disclosureSep 29, 2025	Sep 29, 2025	$359.42	+2.53%	+$202 gain
30 days afterOct 13, 2025	Oct 13, 2025	$339.32	−3.20%	−$256 loss
90 days afterDec 10, 2025	Dec 10, 2025	$343.13	−2.12%	−$169 loss
Latest closeOct 20, 2026	Oct 20, 2026	$256.73	−26.8%	−$2,141 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Sep 11, 2025Filed 16 days later

Member

Alphabet Inc. - Class C Capital StockGOOGStocks (including ADRs) [ST]

Purchase

$1,001 - $15,000

Notified Sep 12, 2025New

Disclosed 16 days after the trade. GOOG closed at $240.78 on Sep 11, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeSep 12, 2025	Sep 12, 2025	$241.38	+0.25%	+$20 gain
Day of disclosureSep 29, 2025	Sep 29, 2025	$244.36	+1.49%	+$119 gain
30 days afterOct 13, 2025	Oct 13, 2025	$244.64	+1.60%	+$128 gain
90 days afterDec 10, 2025	Dec 10, 2025	$321.00	+33.3%	+$2,666 gain
Latest closeOct 20, 2026	Oct 20, 2026	$336.40	+39.7%	+$3,177 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Sep 11, 2025Filed 16 days later

Member

Amgen Inc. - Common StockAMGNStocks (including ADRs) [ST]

Purchase

$1,001 - $15,000

Notified Sep 12, 2025New

Disclosed 16 days after the trade. AMGN closed at $282.73 on Sep 11, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeSep 12, 2025	Sep 12, 2025	$276.39	−2.24%	−$179 loss
Day of disclosureSep 29, 2025	Sep 29, 2025	$273.97	−3.10%	−$248 loss
30 days afterOct 13, 2025	Oct 13, 2025	$292.40	+3.42%	+$274 gain
90 days afterDec 10, 2025	Dec 10, 2025	$315.38	+11.5%	+$924 gain
Latest closeOct 20, 2026	Oct 20, 2026	$438.94	+55.3%	+$4,421 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Sep 11, 2025Filed 16 days later

Member

ASML Holding N.V. - New York Registry SharesASMLStocks (including ADRs) [ST]

Purchase

$1,001 - $15,000

Notified Sep 12, 2025New

Disclosed 16 days after the trade. ASML closed at $804.16 on Sep 11, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeSep 12, 2025	Sep 12, 2025	$813.87	+1.21%	+$97 gain
Day of disclosureSep 29, 2025	Sep 29, 2025	$962.61	+19.7%	+$1,577 gain
30 days afterOct 13, 2025	Oct 13, 2025	$984.66	+22.4%	+$1,796 gain
90 days afterDec 10, 2025	Dec 10, 2025	$1,119.32	+39.2%	+$3,136 gain
Latest closeOct 20, 2026	Oct 20, 2026	$1,630.84	+102.8%	+$8,225 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Sep 11, 2025Filed 16 days later

Member

CrowdStrike Holdings, Inc. - Class A Common StockCRWDStocks (including ADRs) [ST]

Purchase

$1,001 - $15,000

Notified Sep 12, 2025New

Disclosed 16 days after the trade. CRWD closed at $108.35 on Sep 11, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeSep 12, 2025	Sep 12, 2025	$109.03	+0.63%	+$50 gain
Day of disclosureSep 29, 2025	Sep 29, 2025	$122.11	+12.7%	+$1,017 gain
30 days afterOct 13, 2025	Oct 13, 2025	$127.15	+17.4%	+$1,389 gain
90 days afterDec 10, 2025	Dec 10, 2025	$129.89	+19.9%	+$1,591 gain
Latest closeOct 20, 2026	Oct 20, 2026	$227.37	+109.9%	+$8,790 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Sep 11, 2025Filed 16 days later

Member

Digital Realty Trust, Inc. Common StockDLRStocks (including ADRs) [ST]

Purchase

$1,001 - $15,000

Notified Sep 12, 2025New

Disclosed 16 days after the trade. DLR closed at $174.67 on Sep 11, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeSep 12, 2025	Sep 12, 2025	$173.50	−0.67%	−$54 loss
Day of disclosureSep 29, 2025	Sep 29, 2025	$170.11	−2.61%	−$209 loss
30 days afterOct 13, 2025	Oct 13, 2025	$171.56	−1.78%	−$142 loss
90 days afterDec 10, 2025	Dec 10, 2025	$159.51	−8.68%	−$694 loss
Latest closeOct 20, 2026	Oct 20, 2026	$175.31	+0.37%	+$29 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Sep 11, 2025Filed 16 days later

Member

Duke Energy CorporationDUKStocks (including ADRs) [ST]

Purchase

$1,001 - $15,000

Notified Sep 12, 2025New

Disclosed 16 days after the trade. DUK closed at $122.11 on Sep 11, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeSep 12, 2025	Sep 12, 2025	$121.95	−0.13%	−$10 loss
Day of disclosureSep 29, 2025	Sep 29, 2025	$122.80	+0.57%	+$45 gain
30 days afterOct 13, 2025	Oct 13, 2025	$126.09	+3.26%	+$261 gain
90 days afterDec 10, 2025	Dec 10, 2025	$114.00	−6.64%	−$531 loss
Latest closeOct 20, 2026	Oct 20, 2026	$121.33	−0.64%	−$51 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Sep 11, 2025Filed 16 days later

Member

Goldman Sachs Group, Inc.GSStocks (including ADRs) [ST]

Purchase

$1,001 - $15,000

Notified Sep 12, 2025New

Disclosed 16 days after the trade. GS closed at $784.73 on Sep 11, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeSep 12, 2025	Sep 12, 2025	$780.06	−0.60%	−$48 loss
Day of disclosureSep 29, 2025	Sep 29, 2025	$804.12	+2.47%	+$198 gain
30 days afterOct 13, 2025	Oct 13, 2025	$786.78	+0.26%	+$21 gain
90 days afterDec 10, 2025	Dec 10, 2025	$889.24	+13.3%	+$1,066 gain
Latest closeOct 20, 2026	Oct 20, 2026	$884.81	+12.8%	+$1,020 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Sep 11, 2025Filed 16 days later

Member

iShares Bitcoin Trust ETF - iShares Bitcoin Trust ETFIBITStocks (including ADRs) [ST]

Purchase

$1,001 - $15,000

Notified Sep 12, 2025New

Disclosed 16 days after the trade. IBIT closed at $65.03 on Sep 11, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeSep 12, 2025	Sep 12, 2025	$66.38	+2.08%	+$166 gain
Day of disclosureSep 29, 2025	Sep 29, 2025	$64.97	−0.09%	−$7 loss
30 days afterOct 13, 2025	Oct 13, 2025	$65.81	+1.20%	+$96 gain
90 days afterDec 10, 2025	Dec 10, 2025	$52.49	−19.3%	−$1,543 loss
Latest closeOct 20, 2026	Oct 20, 2026	$46.71	−28.2%	−$2,254 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Sep 11, 2025Filed 16 days later

Member

Morgan Stanley Common StockMSStocks (including ADRs) [ST]

Purchase

$1,001 - $15,000

Notified Sep 12, 2025New

Disclosed 16 days after the trade. MS closed at $156.48 on Sep 11, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeSep 12, 2025	Sep 12, 2025	$156.39	−0.06%	−$5 loss
Day of disclosureSep 29, 2025	Sep 29, 2025	$161.16	+2.99%	+$239 gain
30 days afterOct 13, 2025	Oct 13, 2025	$155.13	−0.86%	−$69 loss
90 days afterDec 10, 2025	Dec 10, 2025	$179.71	+14.8%	+$1,188 gain
Latest closeOct 20, 2026	Oct 20, 2026	$180.40	+15.3%	+$1,223 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Sep 11, 2025Filed 16 days later

Member

US TREASURY BILL 09/03/2025Government Securities and Agency Debt [GS]

Purchase

$100,001 - $250,000

Notified Sep 12, 2025New

No ticker reported

FedEx Corporation Common StockFDX

Stocks (including ADRs) [ST]

Transaction date: Aug 28, 2025Filed 1 day later
Type: Purchase
Amount (as reported): $15,001 - $50,000
Owner: Member
Notified / status: Notified Aug 29, 2025New

Disclosed 1 day after the trade. FDX closed at $186.36 on Aug 28, 2025; changes are measured from that close.

Amount within the reported $15,001–$50,000$32,501

Point	Session	Close	Change	On $32,501 bought
Day after the tradeAug 29, 2025	Aug 29, 2025	$186.20	−0.09%	−$28 loss
Day of disclosureAug 29, 2025	Aug 29, 2025	$186.20	−0.09%	−$28 loss
30 days afterSep 29, 2025	Sep 29, 2025	$190.64	+2.30%	+$746 gain
90 days afterNov 26, 2025	Nov 26, 2025	$222.26	+19.3%	+$6,262 gain
Latest closeOct 20, 2026	Oct 20, 2026	$298.76	+60.3%	+$19,603 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

MercadoLibre, Inc. - Common StockMELI

Stocks (including ADRs) [ST]

Transaction date: Aug 28, 2025Filed 1 day later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Aug 29, 2025New

Disclosed 1 day after the trade. MELI closed at $2,472.29 on Aug 28, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeAug 29, 2025	Aug 29, 2025	$2,472.91	+0.03%	+$2 gain
Day of disclosureAug 29, 2025	Aug 29, 2025	$2,472.91	+0.03%	+$2 gain
30 days afterSep 29, 2025	Sep 29, 2025	$2,501.31	+1.17%	+$94 gain
90 days afterNov 26, 2025	Nov 26, 2025	$2,033.32	−17.8%	−$1,421 loss
Latest closeOct 20, 2026	Oct 20, 2026	$1,879.50	−24.0%	−$1,918 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Merck & Company, Inc. Common StockMRK

Stocks (including ADRs) [ST]

Transaction date: Aug 28, 2025Filed 1 day later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Aug 29, 2025New

Disclosed 1 day after the trade. MRK closed at $83.21 on Aug 28, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeAug 29, 2025	Aug 29, 2025	$84.12	+1.09%	+$88 gain
Day of disclosureAug 29, 2025	Aug 29, 2025	$84.12	+1.09%	+$88 gain
30 days afterSep 29, 2025	Sep 29, 2025	$78.58	−5.56%	−$445 loss
90 days afterNov 26, 2025	Nov 26, 2025	$104.63	+25.7%	+$2,060 gain
Latest closeOct 20, 2026	Oct 20, 2026	$148.30	+78.2%	+$6,259 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Morgan Stanley Common StockMS

Stocks (including ADRs) [ST]

Transaction date: Aug 28, 2025Filed 1 day later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Aug 29, 2025New

Disclosed 1 day after the trade. MS closed at $150.18 on Aug 28, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeAug 29, 2025	Aug 29, 2025	$150.48	+0.20%	+$16 gain
Day of disclosureAug 29, 2025	Aug 29, 2025	$150.48	+0.20%	+$16 gain
30 days afterSep 29, 2025	Sep 29, 2025	$161.16	+7.31%	+$585 gain
90 days afterNov 26, 2025	Nov 26, 2025	$167.94	+11.8%	+$946 gain
Latest closeOct 20, 2026	Oct 20, 2026	$180.40	+20.1%	+$1,610 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Novo Nordisk A/S Common StockNVO

Stocks (including ADRs) [ST]

Transaction date: Aug 28, 2025Filed 1 day later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Aug 29, 2025New

Disclosed 1 day after the trade. NVO closed at $56.11 on Aug 28, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeAug 29, 2025	Aug 29, 2025	$56.46	+0.62%	+$50 gain
Day of disclosureAug 29, 2025	Aug 29, 2025	$56.46	+0.62%	+$50 gain
30 days afterSep 29, 2025	Sep 29, 2025	$55.50	−1.09%	−$87 loss
90 days afterNov 26, 2025	Nov 26, 2025	$48.71	−13.2%	−$1,055 loss
Latest closeOct 20, 2026	Oct 20, 2026	$39.35	−29.9%	−$2,390 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Pepsico, Inc.PEP

Stocks (including ADRs) [ST]

Transaction date: Aug 28, 2025Filed 1 day later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Aug 29, 2025New

Disclosed 1 day after the trade. PEP closed at $146.98 on Aug 28, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeAug 29, 2025	Aug 29, 2025	$148.65	+1.14%	+$91 gain
Day of disclosureAug 29, 2025	Aug 29, 2025	$148.65	+1.14%	+$91 gain
30 days afterSep 29, 2025	Sep 29, 2025	$140.17	−4.63%	−$371 loss
90 days afterNov 26, 2025	Nov 26, 2025	$147.98	+0.68%	+$54 gain
Latest closeOct 20, 2026	Oct 20, 2026	$134.02	−8.82%	−$705 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Ryman Hospitality Properties, Inc.RHP

Stocks (including ADRs) [ST]

Transaction date: Aug 28, 2025Filed 1 day later
Type: Purchase
Amount (as reported): $15,001 - $50,000
Owner: Member
Notified / status: Notified Aug 29, 2025New

Disclosed 1 day after the trade. RHP closed at $98.93 on Aug 28, 2025; changes are measured from that close.

Amount within the reported $15,001–$50,000$32,501

Point	Session	Close	Change	On $32,501 bought
Day after the tradeAug 29, 2025	Aug 29, 2025	$98.79	−0.14%	−$46 loss
Day of disclosureAug 29, 2025	Aug 29, 2025	$98.79	−0.14%	−$46 loss
30 days afterSep 29, 2025	Sep 29, 2025	$92.61	−6.39%	−$2,076 loss
90 days afterNov 26, 2025	Nov 26, 2025	$95.51	−3.46%	−$1,124 loss
Latest closeOct 20, 2026	Oct 20, 2026	$129.98	+31.4%	+$10,201 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Southern CompanySO

Stocks (including ADRs) [ST]

Transaction date: Aug 28, 2025Filed 1 day later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Aug 29, 2025New

Disclosed 1 day after the trade. SO closed at $92.24 on Aug 28, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeAug 29, 2025	Aug 29, 2025	$92.30	+0.07%	+$5 gain
Day of disclosureAug 29, 2025	Aug 29, 2025	$92.30	+0.07%	+$5 gain
30 days afterSep 29, 2025	Sep 29, 2025	$93.91	+1.81%	+$145 gain
90 days afterNov 26, 2025	Nov 26, 2025	$90.24	−2.17%	−$173 loss
Latest closeOct 20, 2026	Oct 20, 2026	$90.71	−1.66%	−$133 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

United Parcel Service, Inc. Common StockUPS

Stocks (including ADRs) [ST]

Transaction date: Aug 28, 2025Filed 1 day later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Aug 29, 2025New

Disclosed 1 day after the trade. UPS closed at $87.27 on Aug 28, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeAug 29, 2025	Aug 29, 2025	$87.44	+0.19%	+$16 gain
Day of disclosureAug 29, 2025	Aug 29, 2025	$87.44	+0.19%	+$16 gain
30 days afterSep 29, 2025	Sep 29, 2025	$84.50	−3.17%	−$254 loss
90 days afterNov 26, 2025	Nov 26, 2025	$95.67	+9.63%	+$770 gain
Latest closeOct 20, 2026	Oct 20, 2026	$98.52	+12.9%	+$1,031 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

UnitedHealth Group Incorporated Common StockUNH

Stocks (including ADRs) [ST]

Transaction date: Aug 28, 2025Filed 1 day later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Aug 29, 2025New

Disclosed 1 day after the trade. UNH closed at $302.29 on Aug 28, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeAug 29, 2025	Aug 29, 2025	$309.87	+2.51%	+$201 gain
Day of disclosureAug 29, 2025	Aug 29, 2025	$309.87	+2.51%	+$201 gain
30 days afterSep 29, 2025	Sep 29, 2025	$345.18	+14.2%	+$1,135 gain
90 days afterNov 26, 2025	Nov 26, 2025	$329.71	+9.07%	+$726 gain
Latest closeOct 20, 2026	Oct 20, 2026	$419.26	+38.7%	+$3,096 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Transaction date

Owner

Asset

Type

Amount (as reported)

Notified / status

Prices

Aug 28, 2025Filed 1 day later

Member

Alphabet Inc. - Class C Capital StockGOOGStocks (including ADRs) [ST]

Purchase

$1,001 - $15,000

Notified Aug 29, 2025New

Disclosed 1 day after the trade. GOOG closed at $212.37 on Aug 28, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeAug 29, 2025	Aug 29, 2025	$213.53	+0.55%	+$44 gain
Day of disclosureAug 29, 2025	Aug 29, 2025	$213.53	+0.55%	+$44 gain
30 days afterSep 29, 2025	Sep 29, 2025	$244.36	+15.1%	+$1,205 gain
90 days afterNov 26, 2025	Nov 26, 2025	$320.28	+50.8%	+$4,065 gain
Latest closeOct 20, 2026	Oct 20, 2026	$336.40	+58.4%	+$4,673 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Aug 28, 2025Filed 1 day later

Member

Exelon CorporationEXCStocks (including ADRs) [ST]

Purchase

$15,001 - $50,000

Notified Aug 29, 2025New

Disclosed 1 day after the trade. EXC closed at $43.76 on Aug 28, 2025; changes are measured from that close.

Amount within the reported $15,001–$50,000$32,501

Point	Session	Close	Change	On $32,501 bought
Day after the tradeAug 29, 2025	Aug 29, 2025	$43.68	−0.18%	−$59 loss
Day of disclosureAug 29, 2025	Aug 29, 2025	$43.68	−0.18%	−$59 loss
30 days afterSep 29, 2025	Sep 29, 2025	$44.27	+1.17%	+$379 gain
90 days afterNov 26, 2025	Nov 26, 2025	$46.57	+6.42%	+$2,087 gain
Latest closeOct 20, 2026	Oct 20, 2026	$43.03	−1.67%	−$542 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Aug 28, 2025Filed 1 day later

Member

FedEx Corporation Common StockFDXStocks (including ADRs) [ST]

Purchase

$15,001 - $50,000

Notified Aug 29, 2025New

Disclosed 1 day after the trade. FDX closed at $186.36 on Aug 28, 2025; changes are measured from that close.

Amount within the reported $15,001–$50,000$32,501

Point	Session	Close	Change	On $32,501 bought
Day after the tradeAug 29, 2025	Aug 29, 2025	$186.20	−0.09%	−$28 loss
Day of disclosureAug 29, 2025	Aug 29, 2025	$186.20	−0.09%	−$28 loss
30 days afterSep 29, 2025	Sep 29, 2025	$190.64	+2.30%	+$746 gain
90 days afterNov 26, 2025	Nov 26, 2025	$222.26	+19.3%	+$6,262 gain
Latest closeOct 20, 2026	Oct 20, 2026	$298.76	+60.3%	+$19,603 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Aug 28, 2025Filed 1 day later

Member

MercadoLibre, Inc. - Common StockMELIStocks (including ADRs) [ST]

Purchase

$1,001 - $15,000

Notified Aug 29, 2025New

Disclosed 1 day after the trade. MELI closed at $2,472.29 on Aug 28, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeAug 29, 2025	Aug 29, 2025	$2,472.91	+0.03%	+$2 gain
Day of disclosureAug 29, 2025	Aug 29, 2025	$2,472.91	+0.03%	+$2 gain
30 days afterSep 29, 2025	Sep 29, 2025	$2,501.31	+1.17%	+$94 gain
90 days afterNov 26, 2025	Nov 26, 2025	$2,033.32	−17.8%	−$1,421 loss
Latest closeOct 20, 2026	Oct 20, 2026	$1,879.50	−24.0%	−$1,918 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Aug 28, 2025Filed 1 day later

Member

Merck & Company, Inc. Common StockMRKStocks (including ADRs) [ST]

Purchase

$1,001 - $15,000

Notified Aug 29, 2025New

Disclosed 1 day after the trade. MRK closed at $83.21 on Aug 28, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeAug 29, 2025	Aug 29, 2025	$84.12	+1.09%	+$88 gain
Day of disclosureAug 29, 2025	Aug 29, 2025	$84.12	+1.09%	+$88 gain
30 days afterSep 29, 2025	Sep 29, 2025	$78.58	−5.56%	−$445 loss
90 days afterNov 26, 2025	Nov 26, 2025	$104.63	+25.7%	+$2,060 gain
Latest closeOct 20, 2026	Oct 20, 2026	$148.30	+78.2%	+$6,259 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Aug 28, 2025Filed 1 day later

Member

Morgan Stanley Common StockMSStocks (including ADRs) [ST]

Purchase

$1,001 - $15,000

Notified Aug 29, 2025New

Disclosed 1 day after the trade. MS closed at $150.18 on Aug 28, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeAug 29, 2025	Aug 29, 2025	$150.48	+0.20%	+$16 gain
Day of disclosureAug 29, 2025	Aug 29, 2025	$150.48	+0.20%	+$16 gain
30 days afterSep 29, 2025	Sep 29, 2025	$161.16	+7.31%	+$585 gain
90 days afterNov 26, 2025	Nov 26, 2025	$167.94	+11.8%	+$946 gain
Latest closeOct 20, 2026	Oct 20, 2026	$180.40	+20.1%	+$1,610 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Aug 28, 2025Filed 1 day later

Member

Novo Nordisk A/S Common StockNVOStocks (including ADRs) [ST]

Purchase

$1,001 - $15,000

Notified Aug 29, 2025New

Disclosed 1 day after the trade. NVO closed at $56.11 on Aug 28, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeAug 29, 2025	Aug 29, 2025	$56.46	+0.62%	+$50 gain
Day of disclosureAug 29, 2025	Aug 29, 2025	$56.46	+0.62%	+$50 gain
30 days afterSep 29, 2025	Sep 29, 2025	$55.50	−1.09%	−$87 loss
90 days afterNov 26, 2025	Nov 26, 2025	$48.71	−13.2%	−$1,055 loss
Latest closeOct 20, 2026	Oct 20, 2026	$39.35	−29.9%	−$2,390 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Aug 28, 2025Filed 1 day later

Member

Pepsico, Inc.PEPStocks (including ADRs) [ST]

Purchase

$1,001 - $15,000

Notified Aug 29, 2025New

Disclosed 1 day after the trade. PEP closed at $146.98 on Aug 28, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeAug 29, 2025	Aug 29, 2025	$148.65	+1.14%	+$91 gain
Day of disclosureAug 29, 2025	Aug 29, 2025	$148.65	+1.14%	+$91 gain
30 days afterSep 29, 2025	Sep 29, 2025	$140.17	−4.63%	−$371 loss
90 days afterNov 26, 2025	Nov 26, 2025	$147.98	+0.68%	+$54 gain
Latest closeOct 20, 2026	Oct 20, 2026	$134.02	−8.82%	−$705 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Aug 28, 2025Filed 1 day later

Member

Ryman Hospitality Properties, Inc.RHPStocks (including ADRs) [ST]

Purchase

$15,001 - $50,000

Notified Aug 29, 2025New

Disclosed 1 day after the trade. RHP closed at $98.93 on Aug 28, 2025; changes are measured from that close.

Amount within the reported $15,001–$50,000$32,501

Point	Session	Close	Change	On $32,501 bought
Day after the tradeAug 29, 2025	Aug 29, 2025	$98.79	−0.14%	−$46 loss
Day of disclosureAug 29, 2025	Aug 29, 2025	$98.79	−0.14%	−$46 loss
30 days afterSep 29, 2025	Sep 29, 2025	$92.61	−6.39%	−$2,076 loss
90 days afterNov 26, 2025	Nov 26, 2025	$95.51	−3.46%	−$1,124 loss
Latest closeOct 20, 2026	Oct 20, 2026	$129.98	+31.4%	+$10,201 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Aug 28, 2025Filed 1 day later

Member

Southern CompanySOStocks (including ADRs) [ST]

Purchase

$1,001 - $15,000

Notified Aug 29, 2025New

Disclosed 1 day after the trade. SO closed at $92.24 on Aug 28, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeAug 29, 2025	Aug 29, 2025	$92.30	+0.07%	+$5 gain
Day of disclosureAug 29, 2025	Aug 29, 2025	$92.30	+0.07%	+$5 gain
30 days afterSep 29, 2025	Sep 29, 2025	$93.91	+1.81%	+$145 gain
90 days afterNov 26, 2025	Nov 26, 2025	$90.24	−2.17%	−$173 loss
Latest closeOct 20, 2026	Oct 20, 2026	$90.71	−1.66%	−$133 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Aug 28, 2025Filed 1 day later

Member

United Parcel Service, Inc. Common StockUPSStocks (including ADRs) [ST]

Purchase

$1,001 - $15,000

Notified Aug 29, 2025New

Disclosed 1 day after the trade. UPS closed at $87.27 on Aug 28, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeAug 29, 2025	Aug 29, 2025	$87.44	+0.19%	+$16 gain
Day of disclosureAug 29, 2025	Aug 29, 2025	$87.44	+0.19%	+$16 gain
30 days afterSep 29, 2025	Sep 29, 2025	$84.50	−3.17%	−$254 loss
90 days afterNov 26, 2025	Nov 26, 2025	$95.67	+9.63%	+$770 gain
Latest closeOct 20, 2026	Oct 20, 2026	$98.52	+12.9%	+$1,031 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Aug 28, 2025Filed 1 day later

Member

UnitedHealth Group Incorporated Common StockUNHStocks (including ADRs) [ST]

Purchase

$1,001 - $15,000

Notified Aug 29, 2025New

Disclosed 1 day after the trade. UNH closed at $302.29 on Aug 28, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeAug 29, 2025	Aug 29, 2025	$309.87	+2.51%	+$201 gain
Day of disclosureAug 29, 2025	Aug 29, 2025	$309.87	+2.51%	+$201 gain
30 days afterSep 29, 2025	Sep 29, 2025	$345.18	+14.2%	+$1,135 gain
90 days afterNov 26, 2025	Nov 26, 2025	$329.71	+9.07%	+$726 gain
Latest closeOct 20, 2026	Oct 20, 2026	$419.26	+38.7%	+$3,096 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Aug 28, 2025Filed 1 day later

Member

US Treasury BillGovernment Securities and Agency Debt [GS]

Sale

$15,001 - $50,000

Notified Aug 29, 2025New

No ticker reported