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.

Marjorie Taylor Greene · ChamberLens.org

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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 Aug 15, 2025 · House Clerk

View original filing

AbbVie Inc. Common StockABBV

Stocks (including ADRs) [ST]

Transaction date: Aug 4, 2025Filed 11 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Aug 5, 2025New

Disclosed 11 days after the trade. ABBV closed at $197.19 on Aug 4, 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 5, 2025	Aug 5, 2025	$198.55	+0.69%	+$55 gain
Day of disclosureAug 15, 2025	Aug 15, 2025	$206.69	+4.82%	+$385 gain
30 days afterSep 3, 2025	Sep 3, 2025	$211.86	+7.44%	+$595 gain
90 days afterNov 3, 2025	Nov 3, 2025	$211.96	+7.49%	+$599 gain
Latest closeOct 20, 2026	Oct 20, 2026	$289.08	+46.6%	+$3,728 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.

United Parcel Service, Inc. Common StockUPS

Stocks (including ADRs) [ST]

Transaction date: Aug 4, 2025Filed 11 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Aug 5, 2025New

Disclosed 11 days after the trade. UPS closed at $85.02 on Aug 4, 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 5, 2025	Aug 5, 2025	$86.78	+2.07%	+$166 gain
Day of disclosureAug 15, 2025	Aug 15, 2025	$88.48	+4.07%	+$326 gain
30 days afterSep 3, 2025	Sep 3, 2025	$85.29	+0.32%	+$25 gain
90 days afterNov 3, 2025	Nov 3, 2025	$94.09	+10.7%	+$854 gain
Latest closeOct 20, 2026	Oct 20, 2026	$98.52	+15.9%	+$1,270 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 4, 2025Filed 11 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Aug 5, 2025New

Disclosed 11 days after the trade. UNH closed at $240.98 on Aug 4, 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 5, 2025	Aug 5, 2025	$251.00	+4.16%	+$333 gain
Day of disclosureAug 15, 2025	Aug 15, 2025	$304.01	+26.2%	+$2,093 gain
30 days afterSep 3, 2025	Sep 3, 2025	$307.88	+27.8%	+$2,221 gain
90 days afterNov 3, 2025	Nov 3, 2025	$333.79	+38.5%	+$3,081 gain
Latest closeOct 20, 2026	Oct 20, 2026	$419.26	+74.0%	+$5,919 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.

US Treasury Bill
Government Securities and Agency Debt [GS]
Transaction date
Aug 4, 2025Filed 11 days later
Type
Purchase
Amount (as reported)
$50,001 - $100,000
Owner
Member
Notified / status
Notified Aug 5, 2025New
No ticker reported

Transaction date

Owner

Asset

Type

Amount (as reported)

Notified / status

Prices

Aug 4, 2025Filed 11 days later

Member

AbbVie Inc. Common StockABBVStocks (including ADRs) [ST]

Purchase

$1,001 - $15,000

Notified Aug 5, 2025New

Disclosed 11 days after the trade. ABBV closed at $197.19 on Aug 4, 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 5, 2025	Aug 5, 2025	$198.55	+0.69%	+$55 gain
Day of disclosureAug 15, 2025	Aug 15, 2025	$206.69	+4.82%	+$385 gain
30 days afterSep 3, 2025	Sep 3, 2025	$211.86	+7.44%	+$595 gain
90 days afterNov 3, 2025	Nov 3, 2025	$211.96	+7.49%	+$599 gain
Latest closeOct 20, 2026	Oct 20, 2026	$289.08	+46.6%	+$3,728 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.

Aug 4, 2025Filed 11 days later

Member

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

Purchase

$1,001 - $15,000

Notified Aug 5, 2025New

Disclosed 11 days after the trade. UPS closed at $85.02 on Aug 4, 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 5, 2025	Aug 5, 2025	$86.78	+2.07%	+$166 gain
Day of disclosureAug 15, 2025	Aug 15, 2025	$88.48	+4.07%	+$326 gain
30 days afterSep 3, 2025	Sep 3, 2025	$85.29	+0.32%	+$25 gain
90 days afterNov 3, 2025	Nov 3, 2025	$94.09	+10.7%	+$854 gain
Latest closeOct 20, 2026	Oct 20, 2026	$98.52	+15.9%	+$1,270 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 4, 2025Filed 11 days later

Member

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

Purchase

$1,001 - $15,000

Disclosed 11 days after the trade. UNH closed at $240.98 on Aug 4, 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 5, 2025	Aug 5, 2025	$251.00	+4.16%	+$333 gain
Day of disclosureAug 15, 2025	Aug 15, 2025	$304.01	+26.2%	+$2,093 gain
30 days afterSep 3, 2025	Sep 3, 2025	$307.88	+27.8%	+$2,221 gain
90 days afterNov 3, 2025	Nov 3, 2025	$333.79	+38.5%	+$3,081 gain
Latest closeOct 20, 2026	Oct 20, 2026	$419.26	+74.0%	+$5,919 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 15, 2025 · House Clerk

View original filing

FIGNYSE
Other [OT]
NYSE Listed Stock purchased post IPO
Location: US
Transaction date
Aug 6, 2025Filed 9 days later
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Member
Notified / status
Notified Aug 7, 2025New
Only stocks and funds are priced

Transaction date	Owner	Asset	Type	Amount (as reported)	Notified / status	Prices
Aug 6, 2025Filed 9 days later	Member	FIGNYSEOther [OT]NYSE Listed Stock purchased post IPOLocation: US	Purchase	Only stocks and funds are priced

Periodic Transaction Report · filed Jul 22, 2025 · House Clerk

View original filing

Palantir Technologies Inc. - Class A Common StockPLTR

Stocks (including ADRs) [ST]

Transaction date: Jul 15, 2025Filed 7 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jul 16, 2025New

Disclosed 7 days after the trade. PLTR closed at $148.58 on Jul 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 tradeJul 16, 2025	Jul 16, 2025	$150.91	+1.57%	+$125 gain
Day of disclosureJul 22, 2025	Jul 22, 2025	$149.07	+0.33%	+$26 gain
30 days afterAug 14, 2025	Aug 14, 2025	$181.02	+21.8%	+$1,747 gain
90 days afterOct 13, 2025	Oct 13, 2025	$177.21	+19.3%	+$1,542 gain
Latest closeOct 20, 2026	Oct 20, 2026	$192.60	+29.6%	+$2,370 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.

Pepsico, Inc.PEP

Stocks (including ADRs) [ST]

Transaction date: Jul 15, 2025Filed 7 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jul 16, 2025New

Disclosed 7 days after the trade. PEP closed at $133.81 on Jul 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 tradeJul 16, 2025	Jul 16, 2025	$135.35	+1.15%	+$92 gain
Day of disclosureJul 22, 2025	Jul 22, 2025	$146.04	+9.14%	+$731 gain
30 days afterAug 14, 2025	Aug 14, 2025	$148.62	+11.1%	+$886 gain
90 days afterOct 13, 2025	Oct 13, 2025	$148.89	+11.3%	+$902 gain
Latest closeOct 20, 2026	Oct 20, 2026	$134.02	+0.16%	+$13 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 Jun 23, 2025 · House Clerk

View original filing

lululemon athletica inc. - Common StockLULU

Stocks (including ADRs) [ST]

Transaction date: Jun 17, 2025Filed 6 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jun 18, 2025New

Disclosed 6 days after the trade. LULU closed at $235.20 on Jun 17, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJun 18, 2025	Jun 18, 2025	$228.65	−2.78%	$223 loss avoided
Day of disclosureJun 23, 2025	Jun 23, 2025	$225.56	−4.10%	$328 loss avoided
30 days afterJul 17, 2025	Jul 17, 2025	$233.31	−0.80%	$64 loss avoided
90 days afterSep 15, 2025	Sep 15, 2025	$159.98	−32.0%	$2,559 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$99.94	−57.5%	$4,601 loss avoided

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.

Snowflake Inc. Class A Common StockSNOW

Stocks (including ADRs) [ST]

Transaction date: Jun 17, 2025Filed 6 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jun 18, 2025New

Disclosed 6 days after the trade. SNOW closed at $209.45 on Jun 17, 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 tradeJun 18, 2025	Jun 18, 2025	$212.08	+1.26%	+$100 gain
Day of disclosureJun 23, 2025	Jun 23, 2025	$213.71	+2.03%	+$163 gain
30 days afterJul 17, 2025	Jul 17, 2025	$211.58	+1.02%	+$81 gain
90 days afterSep 15, 2025	Sep 15, 2025	$225.79	+7.80%	+$624 gain
Latest closeOct 20, 2026	Oct 20, 2026	$319.61	+52.6%	+$4,208 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 Jun 18, 2025 · House Clerk

View original filing

Adobe Inc. - Common StockADBE

Stocks (including ADRs) [ST]

Transaction date: Jun 6, 2025Filed 12 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jun 9, 2025New

Disclosed 12 days after the trade. ADBE closed at $416.92 on Jun 6, 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 tradeJun 9, 2025	Jun 9, 2025	$416.26	−0.16%	−$13 loss
Day of disclosureJun 18, 2025	Jun 18, 2025	$378.04	−9.33%	−$746 loss
30 days afterJul 7, 2025	Jul 7, 2025	$376.93	−9.59%	−$767 loss
90 days afterSep 4, 2025	Sep 4, 2025	$344.31	−17.4%	−$1,393 loss
Latest closeOct 20, 2026	Oct 20, 2026	$256.73	−38.4%	−$3,074 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.

Applied Materials, Inc. - Common StockAMAT

Stocks (including ADRs) [ST]

Transaction date: Jun 6, 2025Filed 12 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jun 9, 2025New

Disclosed 12 days after the trade. AMAT closed at $166.74 on Jun 6, 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 tradeJun 9, 2025	Jun 9, 2025	$169.79	+1.83%	+$146 gain
Day of disclosureJun 18, 2025	Jun 18, 2025	$172.84	+3.66%	+$293 gain
30 days afterJul 7, 2025	Jul 7, 2025	$190.78	+14.4%	+$1,154 gain
90 days afterSep 4, 2025	Sep 4, 2025	$158.24	−5.10%	−$408 loss
Latest closeOct 20, 2026	Oct 20, 2026	$404.98	+142.9%	+$11,432 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 May 19, 2025 · House Clerk

View original filing

Advanced Micro Devices, Inc.AMD

Stocks (including ADRs) [ST]

Transaction date: May 14, 2025Filed 5 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified May 15, 2025New

Disclosed 5 days after the trade. AMD closed at $117.72 on May 14, 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 tradeMay 15, 2025	May 15, 2025	$114.99	−2.32%	−$186 loss
Day of disclosureMay 19, 2025	May 19, 2025	$114.74	−2.53%	−$203 loss
30 days afterJun 13, 2025	Jun 13, 2025	$116.16	−1.33%	−$106 loss
90 days afterAug 12, 2025	Aug 12, 2025	$174.95	+48.6%	+$3,890 gain
Latest closeOct 20, 2026	Oct 20, 2026	$534.74	+354.2%	+$28,343 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.

Alphabet Inc. - Class C Capital StockGOOG

Stocks (including ADRs) [ST]

Transaction date: May 14, 2025Filed 5 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified May 15, 2025New

Disclosed 5 days after the trade. GOOG closed at $166.81 on May 14, 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 tradeMay 15, 2025	May 15, 2025	$165.40	−0.85%	−$68 loss
Day of disclosureMay 19, 2025	May 19, 2025	$167.87	+0.64%	+$51 gain
30 days afterJun 13, 2025	Jun 13, 2025	$175.88	+5.44%	+$435 gain
90 days afterAug 12, 2025	Aug 12, 2025	$204.16	+22.4%	+$1,791 gain
Latest closeOct 20, 2026	Oct 20, 2026	$336.40	+101.7%	+$8,134 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 May 6, 2025 · House Clerk

View original filing

AbbVie Inc. Common StockABBV

Stocks (including ADRs) [ST]

Held in: Marjorie IRA

Transaction date: May 5, 2025Filed 1 day later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified May 6, 2025New

Disclosed 1 day after the trade. ABBV closed at $196.07 on May 5, 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 tradeMay 6, 2025	May 6, 2025	$187.15	−4.55%	−$364 loss
Day of disclosureMay 6, 2025	May 6, 2025	$187.15	−4.55%	−$364 loss
30 days afterJun 4, 2025	Jun 4, 2025	$187.34	−4.45%	−$356 loss
90 days afterAug 4, 2025	Aug 4, 2025	$197.19	+0.57%	+$46 gain
Latest closeOct 20, 2026	Oct 20, 2026	$289.08	+47.4%	+$3,795 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.

Adobe Inc. - Common StockADBE
Stocks (including ADRs) [ST]
Held in: Marjorie IRA
Transaction date
May 5, 2025Filed 1 day later
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Member
Notified / status
Notified May 6, 2025

Periodic Transaction Report · filed Apr 11, 2025 · House Clerk

View original filing

Adobe Inc. - Common StockADBE

Stocks (including ADRs) [ST]

Transaction date: Apr 9, 2025Filed 2 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Apr 10, 2025New

Disclosed 2 days after the trade. ADBE closed at $364.64 on Apr 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 tradeApr 10, 2025	Apr 10, 2025	$350.05	−4.00%	−$320 loss
Day of disclosureApr 11, 2025	Apr 11, 2025	$352.47	−3.34%	−$267 loss
30 days afterMay 9, 2025	May 9, 2025	$383.28	+5.11%	+$409 gain
90 days afterJul 8, 2025	Jul 8, 2025	$382.24	+4.83%	+$386 gain
Latest closeOct 20, 2026	Oct 20, 2026	$256.73	−29.6%	−$2,368 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.

Advanced Micro Devices, Inc.AMD

Stocks (including ADRs) [ST]

Transaction date: Apr 9, 2025Filed 2 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Apr 10, 2025New

Disclosed 2 days after the trade. AMD closed at $96.84 on Apr 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 tradeApr 10, 2025	Apr 10, 2025	$88.70	−8.41%	−$673 loss
Day of disclosureApr 11, 2025	Apr 11, 2025	$93.40	−3.55%	−$284 loss
30 days afterMay 9, 2025	May 9, 2025	$102.84	+6.20%	+$496 gain
90 days afterJul 8, 2025	Jul 8, 2025	$137.82	+42.3%	+$3,386 gain
Latest closeOct 20, 2026	Oct 20, 2026	$534.74	+452.2%	+$36,180 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 Apr 7, 2025 · House Clerk

View original filing

Amazon.com, Inc. - Common StockAMZN

Stocks (including ADRs) [ST]

Transaction date: Apr 4, 2025Filed 3 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Apr 7, 2025New

Disclosed 3 days after the trade. AMZN closed at $171.00 on Apr 4, 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 tradeApr 7, 2025	Apr 7, 2025	$175.26	+2.49%	+$199 gain
Day of disclosureApr 7, 2025	Apr 7, 2025	$175.26	+2.49%	+$199 gain
30 days afterMay 5, 2025	May 5, 2025	$186.35	+8.98%	+$718 gain
90 days afterJul 3, 2025	Jul 3, 2025	$223.41	+30.6%	+$2,452 gain
Latest closeOct 20, 2026	Oct 20, 2026	$262.63	+53.6%	+$4,287 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.

Apple Inc. - Common StockAAPL

Stocks (including ADRs) [ST]

Transaction date: Apr 3, 2025Filed 4 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Apr 4, 2025New

Disclosed 4 days after the trade. AAPL closed at $203.19 on Apr 3, 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 tradeApr 4, 2025	Apr 4, 2025	$188.38	−7.29%	−$583 loss
Day of disclosureApr 7, 2025	Apr 7, 2025	$181.46	−10.7%	−$856 loss
30 days afterMay 5, 2025	May 5, 2025	$198.89	−2.12%	−$169 loss
90 days afterJul 2, 2025	Jul 2, 2025	$212.44	+4.55%	+$364 gain
Latest closeOct 20, 2026	Oct 20, 2026	$339.50	+67.1%	+$5,367 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 Mar 26, 2025 · House Clerk

View original filing

US Treasury Bill
Government Securities and Agency Debt [GS]
Transaction date
Mar 25, 2025Filed 1 day later
Type
Purchase
Amount (as reported)
$100,001 - $250,000
Owner
Member
Notified / status
Notified Mar 26, 2025New
No ticker reported

Transaction date	Owner	Asset	Type	Amount (as reported)	Notified / status	Prices
Mar 25, 2025Filed 1 day later	Member	US Treasury BillGovernment Securities and Agency Debt [GS]	Purchase	$100,001 - $250,000	Notified Mar 26, 2025New	No ticker reported

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 Aug 15, 2025 · House Clerk

View original filing

AbbVie Inc. Common StockABBV

Stocks (including ADRs) [ST]

Transaction date: Aug 4, 2025Filed 11 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Aug 5, 2025New

Disclosed 11 days after the trade. ABBV closed at $197.19 on Aug 4, 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 5, 2025	Aug 5, 2025	$198.55	+0.69%	+$55 gain
Day of disclosureAug 15, 2025	Aug 15, 2025	$206.69	+4.82%	+$385 gain
30 days afterSep 3, 2025	Sep 3, 2025	$211.86	+7.44%	+$595 gain
90 days afterNov 3, 2025	Nov 3, 2025	$211.96	+7.49%	+$599 gain
Latest closeOct 20, 2026	Oct 20, 2026	$289.08	+46.6%	+$3,728 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.

United Parcel Service, Inc. Common StockUPS

Stocks (including ADRs) [ST]

Transaction date: Aug 4, 2025Filed 11 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Aug 5, 2025New

Disclosed 11 days after the trade. UPS closed at $85.02 on Aug 4, 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 5, 2025	Aug 5, 2025	$86.78	+2.07%	+$166 gain
Day of disclosureAug 15, 2025	Aug 15, 2025	$88.48	+4.07%	+$326 gain
30 days afterSep 3, 2025	Sep 3, 2025	$85.29	+0.32%	+$25 gain
90 days afterNov 3, 2025	Nov 3, 2025	$94.09	+10.7%	+$854 gain
Latest closeOct 20, 2026	Oct 20, 2026	$98.52	+15.9%	+$1,270 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 4, 2025Filed 11 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Aug 5, 2025New

Disclosed 11 days after the trade. UNH closed at $240.98 on Aug 4, 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 5, 2025	Aug 5, 2025	$251.00	+4.16%	+$333 gain
Day of disclosureAug 15, 2025	Aug 15, 2025	$304.01	+26.2%	+$2,093 gain
30 days afterSep 3, 2025	Sep 3, 2025	$307.88	+27.8%	+$2,221 gain
90 days afterNov 3, 2025	Nov 3, 2025	$333.79	+38.5%	+$3,081 gain
Latest closeOct 20, 2026	Oct 20, 2026	$419.26	+74.0%	+$5,919 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.

US Treasury Bill
Government Securities and Agency Debt [GS]
Transaction date
Aug 4, 2025Filed 11 days later
Type
Purchase
Amount (as reported)
$50,001 - $100,000
Owner
Member
Notified / status
Notified Aug 5, 2025New
No ticker reported

Transaction date

Owner

Asset

Type

Amount (as reported)

Notified / status

Prices

Aug 4, 2025Filed 11 days later

Member

AbbVie Inc. Common StockABBVStocks (including ADRs) [ST]

Purchase

$1,001 - $15,000

Notified Aug 5, 2025New

Disclosed 11 days after the trade. ABBV closed at $197.19 on Aug 4, 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 5, 2025	Aug 5, 2025	$198.55	+0.69%	+$55 gain
Day of disclosureAug 15, 2025	Aug 15, 2025	$206.69	+4.82%	+$385 gain
30 days afterSep 3, 2025	Sep 3, 2025	$211.86	+7.44%	+$595 gain
90 days afterNov 3, 2025	Nov 3, 2025	$211.96	+7.49%	+$599 gain
Latest closeOct 20, 2026	Oct 20, 2026	$289.08	+46.6%	+$3,728 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.

Aug 4, 2025Filed 11 days later

Member

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

Purchase

$1,001 - $15,000

Notified Aug 5, 2025New

Disclosed 11 days after the trade. UPS closed at $85.02 on Aug 4, 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 5, 2025	Aug 5, 2025	$86.78	+2.07%	+$166 gain
Day of disclosureAug 15, 2025	Aug 15, 2025	$88.48	+4.07%	+$326 gain
30 days afterSep 3, 2025	Sep 3, 2025	$85.29	+0.32%	+$25 gain
90 days afterNov 3, 2025	Nov 3, 2025	$94.09	+10.7%	+$854 gain
Latest closeOct 20, 2026	Oct 20, 2026	$98.52	+15.9%	+$1,270 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 4, 2025Filed 11 days later

Member

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

Purchase

$1,001 - $15,000

Disclosed 11 days after the trade. UNH closed at $240.98 on Aug 4, 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 5, 2025	Aug 5, 2025	$251.00	+4.16%	+$333 gain
Day of disclosureAug 15, 2025	Aug 15, 2025	$304.01	+26.2%	+$2,093 gain
30 days afterSep 3, 2025	Sep 3, 2025	$307.88	+27.8%	+$2,221 gain
90 days afterNov 3, 2025	Nov 3, 2025	$333.79	+38.5%	+$3,081 gain
Latest closeOct 20, 2026	Oct 20, 2026	$419.26	+74.0%	+$5,919 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 15, 2025 · House Clerk

View original filing

FIGNYSE
Other [OT]
NYSE Listed Stock purchased post IPO
Location: US
Transaction date
Aug 6, 2025Filed 9 days later
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Member
Notified / status
Notified Aug 7, 2025New
Only stocks and funds are priced

Transaction date	Owner	Asset	Type	Amount (as reported)	Notified / status	Prices
Aug 6, 2025Filed 9 days later	Member	FIGNYSEOther [OT]NYSE Listed Stock purchased post IPOLocation: US	Purchase	Only stocks and funds are priced

Periodic Transaction Report · filed Jul 22, 2025 · House Clerk

View original filing

Palantir Technologies Inc. - Class A Common StockPLTR

Stocks (including ADRs) [ST]

Transaction date: Jul 15, 2025Filed 7 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jul 16, 2025New

Disclosed 7 days after the trade. PLTR closed at $148.58 on Jul 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 tradeJul 16, 2025	Jul 16, 2025	$150.91	+1.57%	+$125 gain
Day of disclosureJul 22, 2025	Jul 22, 2025	$149.07	+0.33%	+$26 gain
30 days afterAug 14, 2025	Aug 14, 2025	$181.02	+21.8%	+$1,747 gain
90 days afterOct 13, 2025	Oct 13, 2025	$177.21	+19.3%	+$1,542 gain
Latest closeOct 20, 2026	Oct 20, 2026	$192.60	+29.6%	+$2,370 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.

Pepsico, Inc.PEP

Stocks (including ADRs) [ST]

Transaction date: Jul 15, 2025Filed 7 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jul 16, 2025New

Disclosed 7 days after the trade. PEP closed at $133.81 on Jul 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 tradeJul 16, 2025	Jul 16, 2025	$135.35	+1.15%	+$92 gain
Day of disclosureJul 22, 2025	Jul 22, 2025	$146.04	+9.14%	+$731 gain
30 days afterAug 14, 2025	Aug 14, 2025	$148.62	+11.1%	+$886 gain
90 days afterOct 13, 2025	Oct 13, 2025	$148.89	+11.3%	+$902 gain
Latest closeOct 20, 2026	Oct 20, 2026	$134.02	+0.16%	+$13 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 Jun 23, 2025 · House Clerk

View original filing

lululemon athletica inc. - Common StockLULU

Stocks (including ADRs) [ST]

Transaction date: Jun 17, 2025Filed 6 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jun 18, 2025New

Disclosed 6 days after the trade. LULU closed at $235.20 on Jun 17, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJun 18, 2025	Jun 18, 2025	$228.65	−2.78%	$223 loss avoided
Day of disclosureJun 23, 2025	Jun 23, 2025	$225.56	−4.10%	$328 loss avoided
30 days afterJul 17, 2025	Jul 17, 2025	$233.31	−0.80%	$64 loss avoided
90 days afterSep 15, 2025	Sep 15, 2025	$159.98	−32.0%	$2,559 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$99.94	−57.5%	$4,601 loss avoided

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.

Snowflake Inc. Class A Common StockSNOW

Stocks (including ADRs) [ST]

Transaction date: Jun 17, 2025Filed 6 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jun 18, 2025New

Disclosed 6 days after the trade. SNOW closed at $209.45 on Jun 17, 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 tradeJun 18, 2025	Jun 18, 2025	$212.08	+1.26%	+$100 gain
Day of disclosureJun 23, 2025	Jun 23, 2025	$213.71	+2.03%	+$163 gain
30 days afterJul 17, 2025	Jul 17, 2025	$211.58	+1.02%	+$81 gain
90 days afterSep 15, 2025	Sep 15, 2025	$225.79	+7.80%	+$624 gain
Latest closeOct 20, 2026	Oct 20, 2026	$319.61	+52.6%	+$4,208 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 Jun 18, 2025 · House Clerk

View original filing

Adobe Inc. - Common StockADBE

Stocks (including ADRs) [ST]

Transaction date: Jun 6, 2025Filed 12 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jun 9, 2025New

Disclosed 12 days after the trade. ADBE closed at $416.92 on Jun 6, 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 tradeJun 9, 2025	Jun 9, 2025	$416.26	−0.16%	−$13 loss
Day of disclosureJun 18, 2025	Jun 18, 2025	$378.04	−9.33%	−$746 loss
30 days afterJul 7, 2025	Jul 7, 2025	$376.93	−9.59%	−$767 loss
90 days afterSep 4, 2025	Sep 4, 2025	$344.31	−17.4%	−$1,393 loss
Latest closeOct 20, 2026	Oct 20, 2026	$256.73	−38.4%	−$3,074 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.

Applied Materials, Inc. - Common StockAMAT

Stocks (including ADRs) [ST]

Transaction date: Jun 6, 2025Filed 12 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jun 9, 2025New

Disclosed 12 days after the trade. AMAT closed at $166.74 on Jun 6, 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 tradeJun 9, 2025	Jun 9, 2025	$169.79	+1.83%	+$146 gain
Day of disclosureJun 18, 2025	Jun 18, 2025	$172.84	+3.66%	+$293 gain
30 days afterJul 7, 2025	Jul 7, 2025	$190.78	+14.4%	+$1,154 gain
90 days afterSep 4, 2025	Sep 4, 2025	$158.24	−5.10%	−$408 loss
Latest closeOct 20, 2026	Oct 20, 2026	$404.98	+142.9%	+$11,432 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 May 19, 2025 · House Clerk

View original filing

Advanced Micro Devices, Inc.AMD

Stocks (including ADRs) [ST]

Transaction date: May 14, 2025Filed 5 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified May 15, 2025New

Disclosed 5 days after the trade. AMD closed at $117.72 on May 14, 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 tradeMay 15, 2025	May 15, 2025	$114.99	−2.32%	−$186 loss
Day of disclosureMay 19, 2025	May 19, 2025	$114.74	−2.53%	−$203 loss
30 days afterJun 13, 2025	Jun 13, 2025	$116.16	−1.33%	−$106 loss
90 days afterAug 12, 2025	Aug 12, 2025	$174.95	+48.6%	+$3,890 gain
Latest closeOct 20, 2026	Oct 20, 2026	$534.74	+354.2%	+$28,343 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.

Alphabet Inc. - Class C Capital StockGOOG

Stocks (including ADRs) [ST]

Transaction date: May 14, 2025Filed 5 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified May 15, 2025New

Disclosed 5 days after the trade. GOOG closed at $166.81 on May 14, 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 tradeMay 15, 2025	May 15, 2025	$165.40	−0.85%	−$68 loss
Day of disclosureMay 19, 2025	May 19, 2025	$167.87	+0.64%	+$51 gain
30 days afterJun 13, 2025	Jun 13, 2025	$175.88	+5.44%	+$435 gain
90 days afterAug 12, 2025	Aug 12, 2025	$204.16	+22.4%	+$1,791 gain
Latest closeOct 20, 2026	Oct 20, 2026	$336.40	+101.7%	+$8,134 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 May 6, 2025 · House Clerk

View original filing

AbbVie Inc. Common StockABBV

Stocks (including ADRs) [ST]

Held in: Marjorie IRA

Transaction date: May 5, 2025Filed 1 day later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified May 6, 2025New

Disclosed 1 day after the trade. ABBV closed at $196.07 on May 5, 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 tradeMay 6, 2025	May 6, 2025	$187.15	−4.55%	−$364 loss
Day of disclosureMay 6, 2025	May 6, 2025	$187.15	−4.55%	−$364 loss
30 days afterJun 4, 2025	Jun 4, 2025	$187.34	−4.45%	−$356 loss
90 days afterAug 4, 2025	Aug 4, 2025	$197.19	+0.57%	+$46 gain
Latest closeOct 20, 2026	Oct 20, 2026	$289.08	+47.4%	+$3,795 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.

Adobe Inc. - Common StockADBE
Stocks (including ADRs) [ST]
Held in: Marjorie IRA
Transaction date
May 5, 2025Filed 1 day later
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Member
Notified / status
Notified May 6, 2025

Periodic Transaction Report · filed Apr 11, 2025 · House Clerk

View original filing

Adobe Inc. - Common StockADBE

Stocks (including ADRs) [ST]

Transaction date: Apr 9, 2025Filed 2 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Apr 10, 2025New

Disclosed 2 days after the trade. ADBE closed at $364.64 on Apr 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 tradeApr 10, 2025	Apr 10, 2025	$350.05	−4.00%	−$320 loss
Day of disclosureApr 11, 2025	Apr 11, 2025	$352.47	−3.34%	−$267 loss
30 days afterMay 9, 2025	May 9, 2025	$383.28	+5.11%	+$409 gain
90 days afterJul 8, 2025	Jul 8, 2025	$382.24	+4.83%	+$386 gain
Latest closeOct 20, 2026	Oct 20, 2026	$256.73	−29.6%	−$2,368 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.

Advanced Micro Devices, Inc.AMD

Stocks (including ADRs) [ST]

Transaction date: Apr 9, 2025Filed 2 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Apr 10, 2025New

Disclosed 2 days after the trade. AMD closed at $96.84 on Apr 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 tradeApr 10, 2025	Apr 10, 2025	$88.70	−8.41%	−$673 loss
Day of disclosureApr 11, 2025	Apr 11, 2025	$93.40	−3.55%	−$284 loss
30 days afterMay 9, 2025	May 9, 2025	$102.84	+6.20%	+$496 gain
90 days afterJul 8, 2025	Jul 8, 2025	$137.82	+42.3%	+$3,386 gain
Latest closeOct 20, 2026	Oct 20, 2026	$534.74	+452.2%	+$36,180 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 Apr 7, 2025 · House Clerk

View original filing

Amazon.com, Inc. - Common StockAMZN

Stocks (including ADRs) [ST]

Transaction date: Apr 4, 2025Filed 3 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Apr 7, 2025New

Disclosed 3 days after the trade. AMZN closed at $171.00 on Apr 4, 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 tradeApr 7, 2025	Apr 7, 2025	$175.26	+2.49%	+$199 gain
Day of disclosureApr 7, 2025	Apr 7, 2025	$175.26	+2.49%	+$199 gain
30 days afterMay 5, 2025	May 5, 2025	$186.35	+8.98%	+$718 gain
90 days afterJul 3, 2025	Jul 3, 2025	$223.41	+30.6%	+$2,452 gain
Latest closeOct 20, 2026	Oct 20, 2026	$262.63	+53.6%	+$4,287 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.

Apple Inc. - Common StockAAPL

Stocks (including ADRs) [ST]

Transaction date: Apr 3, 2025Filed 4 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Apr 4, 2025New

Disclosed 4 days after the trade. AAPL closed at $203.19 on Apr 3, 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 tradeApr 4, 2025	Apr 4, 2025	$188.38	−7.29%	−$583 loss
Day of disclosureApr 7, 2025	Apr 7, 2025	$181.46	−10.7%	−$856 loss
30 days afterMay 5, 2025	May 5, 2025	$198.89	−2.12%	−$169 loss
90 days afterJul 2, 2025	Jul 2, 2025	$212.44	+4.55%	+$364 gain
Latest closeOct 20, 2026	Oct 20, 2026	$339.50	+67.1%	+$5,367 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 Mar 26, 2025 · House Clerk

View original filing

US Treasury Bill
Government Securities and Agency Debt [GS]
Transaction date
Mar 25, 2025Filed 1 day later
Type
Purchase
Amount (as reported)
$100,001 - $250,000
Owner
Member
Notified / status
Notified Mar 26, 2025New
No ticker reported

Transaction date	Owner	Asset	Type	Amount (as reported)	Notified / status	Prices
Mar 25, 2025Filed 1 day later	Member	US Treasury BillGovernment Securities and Agency Debt [GS]	Purchase	$100,001 - $250,000	Notified Mar 26, 2025New	No ticker reported

Transaction date

Owner

Asset

Type

Amount (as reported)

Notified / status

Prices

Jul 15, 2025Filed 7 days later

Member

Palantir Technologies Inc. - Class A Common StockPLTRStocks (including ADRs) [ST]

Purchase

$1,001 - $15,000

Notified Jul 16, 2025New

Disclosed 7 days after the trade. PLTR closed at $148.58 on Jul 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 tradeJul 16, 2025	Jul 16, 2025	$150.91	+1.57%	+$125 gain
Day of disclosureJul 22, 2025	Jul 22, 2025	$149.07	+0.33%	+$26 gain
30 days afterAug 14, 2025	Aug 14, 2025	$181.02	+21.8%	+$1,747 gain
90 days afterOct 13, 2025	Oct 13, 2025	$177.21	+19.3%	+$1,542 gain
Latest closeOct 20, 2026	Oct 20, 2026	$192.60	+29.6%	+$2,370 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.

Jul 15, 2025Filed 7 days later

Member

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

Purchase

$1,001 - $15,000

Notified Jul 16, 2025New

Disclosed 7 days after the trade. PEP closed at $133.81 on Jul 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 tradeJul 16, 2025	Jul 16, 2025	$135.35	+1.15%	+$92 gain
Day of disclosureJul 22, 2025	Jul 22, 2025	$146.04	+9.14%	+$731 gain
30 days afterAug 14, 2025	Aug 14, 2025	$148.62	+11.1%	+$886 gain
90 days afterOct 13, 2025	Oct 13, 2025	$148.89	+11.3%	+$902 gain
Latest closeOct 20, 2026	Oct 20, 2026	$134.02	+0.16%	+$13 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.

Jul 15, 2025Filed 7 days later

Member

US Treasury BillGovernment Securities and Agency Debt [GS]

Purchase

$100,001 - $250,000

Notified Jul 16, 2025New

No ticker reported

Jul 15, 2025Filed 7 days later

Member

US Treasury BillGovernment Securities and Agency Debt [GS]

Purchase

$100,001 - $250,000

Notified Jul 16, 2025New

No ticker reported

Jul 14, 2025Filed 8 days later

Member

US Treasury BillGovernment Securities and Agency Debt [GS]

Purchase

$100,001 - $250,000

Notified Jul 15, 2025New

No ticker reported

Tractor Supply Company - Common StockTSCO

Stocks (including ADRs) [ST]

Transaction date: Jun 17, 2025Filed 6 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jun 18, 2025New

Disclosed 6 days after the trade. TSCO closed at $50.98 on Jun 17, 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 tradeJun 18, 2025	Jun 18, 2025	$52.03	+2.06%	+$165 gain
Day of disclosureJun 23, 2025	Jun 23, 2025	$53.66	+5.26%	+$421 gain
30 days afterJul 17, 2025	Jul 17, 2025	$56.83	+11.5%	+$918 gain
90 days afterSep 15, 2025	Sep 15, 2025	$59.61	+16.9%	+$1,354 gain
Latest closeOct 20, 2026	Oct 20, 2026	$32.91	−35.4%	−$2,836 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

Jun 17, 2025Filed 6 days later

Member

lululemon athletica inc. - Common StockLULUStocks (including ADRs) [ST]

Sale

$1,001 - $15,000

Notified Jun 18, 2025New

Disclosed 6 days after the trade. LULU closed at $235.20 on Jun 17, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJun 18, 2025	Jun 18, 2025	$228.65	−2.78%	$223 loss avoided
Day of disclosureJun 23, 2025	Jun 23, 2025	$225.56	−4.10%	$328 loss avoided
30 days afterJul 17, 2025	Jul 17, 2025	$233.31	−0.80%	$64 loss avoided
90 days afterSep 15, 2025	Sep 15, 2025	$159.98	−32.0%	$2,559 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$99.94	−57.5%	$4,601 loss avoided

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.

Jun 17, 2025Filed 6 days later

Member

Snowflake Inc. Class A Common StockSNOWStocks (including ADRs) [ST]

Purchase

$1,001 - $15,000

Notified Jun 18, 2025New

Disclosed 6 days after the trade. SNOW closed at $209.45 on Jun 17, 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 tradeJun 18, 2025	Jun 18, 2025	$212.08	+1.26%	+$100 gain
Day of disclosureJun 23, 2025	Jun 23, 2025	$213.71	+2.03%	+$163 gain
30 days afterJul 17, 2025	Jul 17, 2025	$211.58	+1.02%	+$81 gain
90 days afterSep 15, 2025	Sep 15, 2025	$225.79	+7.80%	+$624 gain
Latest closeOct 20, 2026	Oct 20, 2026	$319.61	+52.6%	+$4,208 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.

Jun 17, 2025Filed 6 days later

Member

Tractor Supply Company - Common StockTSCOStocks (including ADRs) [ST]

Purchase

$1,001 - $15,000

Notified Jun 18, 2025New

Disclosed 6 days after the trade. TSCO closed at $50.98 on Jun 17, 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 tradeJun 18, 2025	Jun 18, 2025	$52.03	+2.06%	+$165 gain
Day of disclosureJun 23, 2025	Jun 23, 2025	$53.66	+5.26%	+$421 gain
30 days afterJul 17, 2025	Jul 17, 2025	$56.83	+11.5%	+$918 gain
90 days afterSep 15, 2025	Sep 15, 2025	$59.61	+16.9%	+$1,354 gain
Latest closeOct 20, 2026	Oct 20, 2026	$32.91	−35.4%	−$2,836 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.

Gilead Sciences, Inc. - Common StockGILD

Stocks (including ADRs) [ST]

Transaction date: Jun 6, 2025Filed 12 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jun 9, 2025New

Disclosed 12 days after the trade. GILD closed at $112.46 on Jun 6, 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 tradeJun 9, 2025	Jun 9, 2025	$113.00	+0.48%	+$38 gain
Day of disclosureJun 18, 2025	Jun 18, 2025	$108.00	−3.97%	−$317 loss
30 days afterJul 7, 2025	Jul 7, 2025	$111.78	−0.60%	−$48 loss
90 days afterSep 4, 2025	Sep 4, 2025	$112.77	+0.28%	+$22 gain
Latest closeOct 20, 2026	Oct 20, 2026	$156.51	+39.2%	+$3,134 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: Jun 6, 2025Filed 12 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jun 9, 2025New

Disclosed 12 days after the trade. NFLX closed at $12.41 on Jun 6, 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 tradeJun 9, 2025	Jun 9, 2025	$12.24	−1.37%	−$110 loss
Day of disclosureJun 18, 2025	Jun 18, 2025	$12.22	−1.54%	−$124 loss
30 days afterJul 7, 2025	Jul 7, 2025	$12.90	+3.88%	+$310 gain
90 days afterSep 4, 2025	Sep 4, 2025	$12.57	+1.29%	+$103 gain
Latest closeOct 20, 2026	Oct 20, 2026	$68.69	+453.3%	+$36,268 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.

NextEra Energy, Inc. Common StockNEE

Stocks (including ADRs) [ST]

Transaction date: Jun 6, 2025Filed 12 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jun 9, 2025New

Disclosed 12 days after the trade. NEE closed at $72.16 on Jun 6, 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 tradeJun 9, 2025	Jun 9, 2025	$71.90	−0.36%	−$29 loss
Day of disclosureJun 18, 2025	Jun 18, 2025	$71.57	−0.82%	−$65 loss
30 days afterJul 7, 2025	Jul 7, 2025	$74.75	+3.59%	+$287 gain
90 days afterSep 4, 2025	Sep 4, 2025	$70.87	−1.79%	−$143 loss
Latest closeOct 20, 2026	Oct 20, 2026	$78.86	+9.28%	+$743 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.

ServiceNow, Inc. Common StockNOW

Stocks (including ADRs) [ST]

Transaction date: Jun 6, 2025Filed 12 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jun 9, 2025New

Disclosed 12 days after the trade. NOW closed at $41.21 on Jun 6, 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 tradeJun 9, 2025	Jun 9, 2025	$41.07	−0.33%	−$26 loss
Day of disclosureJun 18, 2025	Jun 18, 2025	$39.28	−4.67%	−$374 loss
30 days afterJul 7, 2025	Jul 7, 2025	$41.40	+0.47%	+$37 gain
90 days afterSep 4, 2025	Sep 4, 2025	$35.94	−12.8%	−$1,022 loss
Latest closeOct 20, 2026	Oct 20, 2026	$149.54	+262.9%	+$21,034 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.

Snowflake Inc. Class A Common StockSNOW

Stocks (including ADRs) [ST]

Transaction date: Jun 6, 2025Filed 12 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jun 9, 2025New

Disclosed 12 days after the trade. SNOW closed at $210.84 on Jun 6, 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 tradeJun 9, 2025	Jun 9, 2025	$210.85	+0.00%	+$0 gain
Day of disclosureJun 18, 2025	Jun 18, 2025	$212.08	+0.59%	+$47 gain
30 days afterJul 7, 2025	Jul 7, 2025	$225.79	+7.09%	+$567 gain
90 days afterSep 4, 2025	Sep 4, 2025	$221.90	+5.25%	+$420 gain
Latest closeOct 20, 2026	Oct 20, 2026	$319.61	+51.6%	+$4,128 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

Jun 6, 2025Filed 12 days later

Member

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

Purchase

$1,001 - $15,000

Notified Jun 9, 2025New

Disclosed 12 days after the trade. ADBE closed at $416.92 on Jun 6, 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 tradeJun 9, 2025	Jun 9, 2025	$416.26	−0.16%	−$13 loss
Day of disclosureJun 18, 2025	Jun 18, 2025	$378.04	−9.33%	−$746 loss
30 days afterJul 7, 2025	Jul 7, 2025	$376.93	−9.59%	−$767 loss
90 days afterSep 4, 2025	Sep 4, 2025	$344.31	−17.4%	−$1,393 loss
Latest closeOct 20, 2026	Oct 20, 2026	$256.73	−38.4%	−$3,074 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.

Jun 6, 2025Filed 12 days later

Member

Applied Materials, Inc. - Common StockAMATStocks (including ADRs) [ST]

Purchase

$1,001 - $15,000

Notified Jun 9, 2025New

Disclosed 12 days after the trade. AMAT closed at $166.74 on Jun 6, 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 tradeJun 9, 2025	Jun 9, 2025	$169.79	+1.83%	+$146 gain
Day of disclosureJun 18, 2025	Jun 18, 2025	$172.84	+3.66%	+$293 gain
30 days afterJul 7, 2025	Jul 7, 2025	$190.78	+14.4%	+$1,154 gain
90 days afterSep 4, 2025	Sep 4, 2025	$158.24	−5.10%	−$408 loss
Latest closeOct 20, 2026	Oct 20, 2026	$404.98	+142.9%	+$11,432 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.

Jun 6, 2025Filed 12 days later

Member

Gilead Sciences, Inc. - Common StockGILDStocks (including ADRs) [ST]

Purchase

$1,001 - $15,000

Notified Jun 9, 2025New

Disclosed 12 days after the trade. GILD closed at $112.46 on Jun 6, 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 tradeJun 9, 2025	Jun 9, 2025	$113.00	+0.48%	+$38 gain
Day of disclosureJun 18, 2025	Jun 18, 2025	$108.00	−3.97%	−$317 loss
30 days afterJul 7, 2025	Jul 7, 2025	$111.78	−0.60%	−$48 loss
90 days afterSep 4, 2025	Sep 4, 2025	$112.77	+0.28%	+$22 gain
Latest closeOct 20, 2026	Oct 20, 2026	$156.51	+39.2%	+$3,134 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.

Jun 6, 2025Filed 12 days later

Member

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

Purchase

$1,001 - $15,000

Notified Jun 9, 2025New

Disclosed 12 days after the trade. NFLX closed at $12.41 on Jun 6, 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 tradeJun 9, 2025	Jun 9, 2025	$12.24	−1.37%	−$110 loss
Day of disclosureJun 18, 2025	Jun 18, 2025	$12.22	−1.54%	−$124 loss
30 days afterJul 7, 2025	Jul 7, 2025	$12.90	+3.88%	+$310 gain
90 days afterSep 4, 2025	Sep 4, 2025	$12.57	+1.29%	+$103 gain
Latest closeOct 20, 2026	Oct 20, 2026	$68.69	+453.3%	+$36,268 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.

Jun 6, 2025Filed 12 days later

Member

NextEra Energy, Inc. Common StockNEEStocks (including ADRs) [ST]

Purchase

$1,001 - $15,000

Notified Jun 9, 2025New

Disclosed 12 days after the trade. NEE closed at $72.16 on Jun 6, 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 tradeJun 9, 2025	Jun 9, 2025	$71.90	−0.36%	−$29 loss
Day of disclosureJun 18, 2025	Jun 18, 2025	$71.57	−0.82%	−$65 loss
30 days afterJul 7, 2025	Jul 7, 2025	$74.75	+3.59%	+$287 gain
90 days afterSep 4, 2025	Sep 4, 2025	$70.87	−1.79%	−$143 loss
Latest closeOct 20, 2026	Oct 20, 2026	$78.86	+9.28%	+$743 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.

Jun 6, 2025Filed 12 days later

Member

ServiceNow, Inc. Common StockNOWStocks (including ADRs) [ST]

Purchase

$1,001 - $15,000

Notified Jun 9, 2025New

Disclosed 12 days after the trade. NOW closed at $41.21 on Jun 6, 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 tradeJun 9, 2025	Jun 9, 2025	$41.07	−0.33%	−$26 loss
Day of disclosureJun 18, 2025	Jun 18, 2025	$39.28	−4.67%	−$374 loss
30 days afterJul 7, 2025	Jul 7, 2025	$41.40	+0.47%	+$37 gain
90 days afterSep 4, 2025	Sep 4, 2025	$35.94	−12.8%	−$1,022 loss
Latest closeOct 20, 2026	Oct 20, 2026	$149.54	+262.9%	+$21,034 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.

Jun 6, 2025Filed 12 days later

Member

Snowflake Inc. Class A Common StockSNOWStocks (including ADRs) [ST]

Purchase

$1,001 - $15,000

Notified Jun 9, 2025New

Disclosed 12 days after the trade. SNOW closed at $210.84 on Jun 6, 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 tradeJun 9, 2025	Jun 9, 2025	$210.85	+0.00%	+$0 gain
Day of disclosureJun 18, 2025	Jun 18, 2025	$212.08	+0.59%	+$47 gain
30 days afterJul 7, 2025	Jul 7, 2025	$225.79	+7.09%	+$567 gain
90 days afterSep 4, 2025	Sep 4, 2025	$221.90	+5.25%	+$420 gain
Latest closeOct 20, 2026	Oct 20, 2026	$319.61	+51.6%	+$4,128 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.

Jun 12, 2025Filed 6 days later

Member

US Treasury BillGovernment Securities and Agency Debt [GS]

Purchase

$100,001 - $250,000

Notified Jun 13, 2025New

No ticker reported

Amgen Inc. - Common StockAMGN

Stocks (including ADRs) [ST]

Transaction date: May 14, 2025Filed 5 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified May 15, 2025New

Disclosed 5 days after the trade. AMGN closed at $262.28 on May 14, 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 tradeMay 15, 2025	May 15, 2025	$271.69	+3.59%	+$287 gain
Day of disclosureMay 19, 2025	May 19, 2025	$275.85	+5.17%	+$414 gain
30 days afterJun 13, 2025	Jun 13, 2025	$295.22	+12.6%	+$1,005 gain
90 days afterAug 12, 2025	Aug 12, 2025	$284.98	+8.65%	+$692 gain
Latest closeOct 20, 2026	Oct 20, 2026	$438.94	+67.4%	+$5,389 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: May 14, 2025Filed 5 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified May 15, 2025New

Disclosed 5 days after the trade. BX closed at $148.42 on May 14, 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 tradeMay 15, 2025	May 15, 2025	$146.75	−1.13%	−$90 loss
Day of disclosureMay 19, 2025	May 19, 2025	$145.45	−2.00%	−$160 loss
30 days afterJun 13, 2025	Jun 13, 2025	$136.41	−8.09%	−$647 loss
90 days afterAug 12, 2025	Aug 12, 2025	$173.74	+17.1%	+$1,365 gain
Latest closeOct 20, 2026	Oct 20, 2026	$110.34	−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.

Cardinal Health, Inc. Common StockCAH

Stocks (including ADRs) [ST]

Transaction date: May 14, 2025Filed 5 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified May 15, 2025New

Disclosed 5 days after the trade. CAH closed at $148.41 on May 14, 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 tradeMay 15, 2025	May 15, 2025	$151.95	+2.39%	+$191 gain
Day of disclosureMay 19, 2025	May 19, 2025	$153.86	+3.67%	+$294 gain
30 days afterJun 13, 2025	Jun 13, 2025	$161.41	+8.76%	+$701 gain
90 days afterAug 12, 2025	Aug 12, 2025	$146.30	−1.42%	−$114 loss
Latest closeOct 20, 2026	Oct 20, 2026	$257.55	+73.5%	+$5,884 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: May 14, 2025Filed 5 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified May 15, 2025New

Disclosed 5 days after the trade. CVX closed at $141.67 on May 14, 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 tradeMay 15, 2025	May 15, 2025	$142.26	+0.42%	+$33 gain
Day of disclosureMay 19, 2025	May 19, 2025	$138.49	−2.24%	−$180 loss
30 days afterJun 13, 2025	Jun 13, 2025	$145.91	+2.99%	+$239 gain
90 days afterAug 12, 2025	Aug 12, 2025	$154.44	+9.01%	+$721 gain
Latest closeOct 20, 2026	Oct 20, 2026	$225.71	+59.3%	+$4,746 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.

Corning Incorporated Common StockGLW

Stocks (including ADRs) [ST]

Transaction date: May 14, 2025Filed 5 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified May 15, 2025New

Disclosed 5 days after the trade. GLW closed at $47.01 on May 14, 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 tradeMay 15, 2025	May 15, 2025	$47.60	+1.26%	+$100 gain
Day of disclosureMay 19, 2025	May 19, 2025	$48.13	+2.38%	+$191 gain
30 days afterJun 13, 2025	Jun 13, 2025	$49.60	+5.51%	+$441 gain
90 days afterAug 12, 2025	Aug 12, 2025	$65.75	+39.9%	+$3,190 gain
Latest closeOct 20, 2026	Oct 20, 2026	$132.26	+181.3%	+$14,509 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.

Dollar General Corporation Common StockDG

Stocks (including ADRs) [ST]

Transaction date: May 14, 2025Filed 5 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified May 15, 2025New

Disclosed 5 days after the trade. DG closed at $87.70 on May 14, 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 tradeMay 15, 2025	May 15, 2025	$92.99	+6.03%	+$483 gain
Day of disclosureMay 19, 2025	May 19, 2025	$98.18	+11.9%	+$956 gain
30 days afterJun 13, 2025	Jun 13, 2025	$111.68	+27.3%	+$2,188 gain
90 days afterAug 12, 2025	Aug 12, 2025	$115.19	+31.3%	+$2,508 gain
Latest closeOct 20, 2026	Oct 20, 2026	$134.19	+53.0%	+$4,241 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.

Eli Lilly and Company Common StockLLY

Stocks (including ADRs) [ST]

Transaction date: May 14, 2025Filed 5 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified May 15, 2025New

Disclosed 5 days after the trade. LLY closed at $715.56 on May 14, 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 tradeMay 15, 2025	May 15, 2025	$733.29	+2.48%	+$198 gain
Day of disclosureMay 19, 2025	May 19, 2025	$755.11	+5.53%	+$442 gain
30 days afterJun 13, 2025	Jun 13, 2025	$819.36	+14.5%	+$1,161 gain
90 days afterAug 12, 2025	Aug 12, 2025	$639.43	−10.6%	−$851 loss
Latest closeOct 20, 2026	Oct 20, 2026	$1,283.66	+79.4%	+$6,352 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.

Impinj, Inc. - Common StockPI

Stocks (including ADRs) [ST]

Transaction date: May 14, 2025Filed 5 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified May 15, 2025New

Disclosed 5 days after the trade. PI closed at $121.46 on May 14, 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 tradeMay 15, 2025	May 15, 2025	$121.75	+0.24%	+$19 gain
Day of disclosureMay 19, 2025	May 19, 2025	$123.32	+1.53%	+$123 gain
30 days afterJun 13, 2025	Jun 13, 2025	$104.39	−14.1%	−$1,124 loss
90 days afterAug 12, 2025	Aug 12, 2025	$162.43	+33.7%	+$2,699 gain
Latest closeOct 20, 2026	Oct 20, 2026	$177.84	+46.4%	+$3,714 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: May 14, 2025Filed 5 days later
Type: Purchase
Amount (as reported): $15,001 - $50,000
Owner: Member
Notified / status: Notified May 15, 2025New

Disclosed 5 days after the trade. MELI closed at $2,564.00 on May 14, 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 tradeMay 15, 2025	May 15, 2025	$2,586.49	+0.88%	+$285 gain
Day of disclosureMay 19, 2025	May 19, 2025	$2,578.35	+0.56%	+$182 gain
30 days afterJun 13, 2025	Jun 13, 2025	$2,371.98	−7.49%	−$2,434 loss
90 days afterAug 12, 2025	Aug 12, 2025	$2,350.83	−8.31%	−$2,702 loss
Latest closeOct 20, 2026	Oct 20, 2026	$1,879.50	−26.7%	−$8,677 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.

Meta Platforms, Inc. - Class A Common StockMETA

Stocks (including ADRs) [ST]

Transaction date: May 14, 2025Filed 5 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified May 15, 2025New

Disclosed 5 days after the trade. META closed at $659.36 on May 14, 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 tradeMay 15, 2025	May 15, 2025	$643.88	−2.35%	−$188 loss
Day of disclosureMay 19, 2025	May 19, 2025	$640.43	−2.87%	−$230 loss
30 days afterJun 13, 2025	Jun 13, 2025	$682.87	+3.57%	+$285 gain
90 days afterAug 12, 2025	Aug 12, 2025	$790.00	+19.8%	+$1,585 gain
Latest closeOct 20, 2026	Oct 20, 2026	$694.25	+5.29%	+$423 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: May 14, 2025Filed 5 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified May 15, 2025New

Disclosed 5 days after the trade. MS closed at $131.04 on May 14, 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 tradeMay 15, 2025	May 15, 2025	$132.51	+1.12%	+$90 gain
Day of disclosureMay 19, 2025	May 19, 2025	$130.84	−0.15%	−$12 loss
30 days afterJun 13, 2025	Jun 13, 2025	$129.49	−1.18%	−$95 loss
90 days afterAug 12, 2025	Aug 12, 2025	$147.29	+12.4%	+$992 gain
Latest closeOct 20, 2026	Oct 20, 2026	$180.40	+37.7%	+$3,014 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: May 14, 2025Filed 5 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified May 15, 2025New

Disclosed 5 days after the trade. NFLX closed at $11.51 on May 14, 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 tradeMay 15, 2025	May 15, 2025	$11.78	+2.34%	+$188 gain
Day of disclosureMay 19, 2025	May 19, 2025	$11.92	+3.53%	+$283 gain
30 days afterJun 13, 2025	Jun 13, 2025	$12.12	+5.31%	+$425 gain
90 days afterAug 12, 2025	Aug 12, 2025	$12.25	+6.45%	+$516 gain
Latest closeOct 20, 2026	Oct 20, 2026	$68.69	+496.8%	+$39,748 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.

NVIDIA Corporation - Common StockNVDA

Stocks (including ADRs) [ST]

Transaction date: May 14, 2025Filed 5 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified May 15, 2025New

Disclosed 5 days after the trade. NVDA closed at $135.34 on May 14, 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 tradeMay 15, 2025	May 15, 2025	$134.83	−0.38%	−$30 loss
Day of disclosureMay 19, 2025	May 19, 2025	$135.57	+0.17%	+$14 gain
30 days afterJun 13, 2025	Jun 13, 2025	$141.97	+4.90%	+$392 gain
90 days afterAug 12, 2025	Aug 12, 2025	$183.16	+35.3%	+$2,827 gain
Latest closeOct 22, 2026	Oct 22, 2026	$212.21	+56.8%	+$4,544 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.

ServiceNow, Inc. Common StockNOW

Stocks (including ADRs) [ST]

Transaction date: May 14, 2025Filed 5 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified May 15, 2025New

Disclosed 5 days after the trade. NOW closed at $41.07 on May 14, 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 tradeMay 15, 2025	May 15, 2025	$41.41	+0.81%	+$65 gain
Day of disclosureMay 19, 2025	May 19, 2025	$41.03	−0.10%	−$8 loss
30 days afterJun 13, 2025	Jun 13, 2025	$39.55	−3.72%	−$297 loss
90 days afterAug 12, 2025	Aug 12, 2025	$34.14	−16.9%	−$1,351 loss
Latest closeOct 20, 2026	Oct 20, 2026	$149.54	+264.1%	+$21,129 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.

Tesla, Inc. - Common StockTSLA

Stocks (including ADRs) [ST]

Transaction date: May 14, 2025Filed 5 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified May 15, 2025New

Disclosed 5 days after the trade. TSLA closed at $347.68 on May 14, 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 tradeMay 15, 2025	May 15, 2025	$342.82	−1.40%	−$112 loss
Day of disclosureMay 19, 2025	May 19, 2025	$342.09	−1.61%	−$129 loss
30 days afterJun 13, 2025	Jun 13, 2025	$325.31	−6.43%	−$515 loss
90 days afterAug 12, 2025	Aug 12, 2025	$340.84	−1.97%	−$157 loss
Latest closeOct 20, 2026	Oct 20, 2026	$373.71	+7.49%	+$599 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.

The Hershey Company Common StockHSY

Stocks (including ADRs) [ST]

Transaction date: May 14, 2025Filed 5 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified May 15, 2025New

Disclosed 5 days after the trade. HSY closed at $161.72 on May 14, 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 tradeMay 15, 2025	May 15, 2025	$163.69	+1.22%	+$97 gain
Day of disclosureMay 19, 2025	May 19, 2025	$156.55	−3.20%	−$256 loss
30 days afterJun 13, 2025	Jun 13, 2025	$169.12	+4.58%	+$366 gain
90 days afterAug 12, 2025	Aug 12, 2025	$176.47	+9.12%	+$730 gain
Latest closeOct 20, 2026	Oct 20, 2026	$169.58	+4.86%	+$389 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: May 14, 2025Filed 5 days later
Type: Purchase
Amount (as reported): $15,001 - $50,000
Owner: Member
Notified / status: Notified May 15, 2025New

Disclosed 5 days after the trade. UNH closed at $308.01 on May 14, 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 tradeMay 15, 2025	May 15, 2025	$274.35	−10.9%	−$3,552 loss
Day of disclosureMay 19, 2025	May 19, 2025	$315.89	+2.56%	+$831 gain
30 days afterJun 13, 2025	Jun 13, 2025	$311.32	+1.07%	+$349 gain
90 days afterAug 12, 2025	Aug 12, 2025	$261.57	−15.1%	−$4,900 loss
Latest closeOct 20, 2026	Oct 20, 2026	$419.26	+36.1%	+$11,739 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: May 16, 2025Filed 3 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified May 19, 2025New

Disclosed 3 days after the trade. UNH closed at $291.91 on May 16, 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 tradeMay 19, 2025	May 19, 2025	$315.89	+8.21%	+$657 gain
Day of disclosureMay 19, 2025	May 19, 2025	$315.89	+8.21%	+$657 gain
30 days afterJun 16, 2025	Jun 16, 2025	$307.66	+5.40%	+$432 gain
90 days afterAug 14, 2025	Aug 14, 2025	$271.49	−7.00%	−$560 loss
Latest closeOct 20, 2026	Oct 20, 2026	$419.26	+43.6%	+$3,491 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

May 14, 2025Filed 5 days later

Member

Advanced Micro Devices, Inc.AMDStocks (including ADRs) [ST]

Purchase

$1,001 - $15,000

Notified May 15, 2025New

Disclosed 5 days after the trade. AMD closed at $117.72 on May 14, 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 tradeMay 15, 2025	May 15, 2025	$114.99	−2.32%	−$186 loss
Day of disclosureMay 19, 2025	May 19, 2025	$114.74	−2.53%	−$203 loss
30 days afterJun 13, 2025	Jun 13, 2025	$116.16	−1.33%	−$106 loss
90 days afterAug 12, 2025	Aug 12, 2025	$174.95	+48.6%	+$3,890 gain
Latest closeOct 20, 2026	Oct 20, 2026	$534.74	+354.2%	+$28,343 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.

May 14, 2025Filed 5 days later

Member

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

Purchase

$1,001 - $15,000

Notified May 15, 2025New

Disclosed 5 days after the trade. GOOG closed at $166.81 on May 14, 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 tradeMay 15, 2025	May 15, 2025	$165.40	−0.85%	−$68 loss
Day of disclosureMay 19, 2025	May 19, 2025	$167.87	+0.64%	+$51 gain
30 days afterJun 13, 2025	Jun 13, 2025	$175.88	+5.44%	+$435 gain
90 days afterAug 12, 2025	Aug 12, 2025	$204.16	+22.4%	+$1,791 gain
Latest closeOct 20, 2026	Oct 20, 2026	$336.40	+101.7%	+$8,134 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.

May 14, 2025Filed 5 days later

Member

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

Purchase

$1,001 - $15,000

Notified May 15, 2025New

Disclosed 5 days after the trade. AMGN closed at $262.28 on May 14, 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 tradeMay 15, 2025	May 15, 2025	$271.69	+3.59%	+$287 gain
Day of disclosureMay 19, 2025	May 19, 2025	$275.85	+5.17%	+$414 gain
30 days afterJun 13, 2025	Jun 13, 2025	$295.22	+12.6%	+$1,005 gain
90 days afterAug 12, 2025	Aug 12, 2025	$284.98	+8.65%	+$692 gain
Latest closeOct 20, 2026	Oct 20, 2026	$438.94	+67.4%	+$5,389 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.

May 14, 2025Filed 5 days later

Member

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

Purchase

$1,001 - $15,000

Notified May 15, 2025New

Disclosed 5 days after the trade. BX closed at $148.42 on May 14, 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 tradeMay 15, 2025	May 15, 2025	$146.75	−1.13%	−$90 loss
Day of disclosureMay 19, 2025	May 19, 2025	$145.45	−2.00%	−$160 loss
30 days afterJun 13, 2025	Jun 13, 2025	$136.41	−8.09%	−$647 loss
90 days afterAug 12, 2025	Aug 12, 2025	$173.74	+17.1%	+$1,365 gain
Latest closeOct 20, 2026	Oct 20, 2026	$110.34	−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.

May 14, 2025Filed 5 days later

Member

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

Purchase

$1,001 - $15,000

Notified May 15, 2025New

Disclosed 5 days after the trade. CAH closed at $148.41 on May 14, 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 tradeMay 15, 2025	May 15, 2025	$151.95	+2.39%	+$191 gain
Day of disclosureMay 19, 2025	May 19, 2025	$153.86	+3.67%	+$294 gain
30 days afterJun 13, 2025	Jun 13, 2025	$161.41	+8.76%	+$701 gain
90 days afterAug 12, 2025	Aug 12, 2025	$146.30	−1.42%	−$114 loss
Latest closeOct 20, 2026	Oct 20, 2026	$257.55	+73.5%	+$5,884 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.

May 14, 2025Filed 5 days later

Member

Chevron Corporation Common StockCVXStocks (including ADRs) [ST]

Purchase

$1,001 - $15,000

Notified May 15, 2025New

Disclosed 5 days after the trade. CVX closed at $141.67 on May 14, 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 tradeMay 15, 2025	May 15, 2025	$142.26	+0.42%	+$33 gain
Day of disclosureMay 19, 2025	May 19, 2025	$138.49	−2.24%	−$180 loss
30 days afterJun 13, 2025	Jun 13, 2025	$145.91	+2.99%	+$239 gain
90 days afterAug 12, 2025	Aug 12, 2025	$154.44	+9.01%	+$721 gain
Latest closeOct 20, 2026	Oct 20, 2026	$225.71	+59.3%	+$4,746 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.

May 14, 2025Filed 5 days later

Member

Corning Incorporated Common StockGLWStocks (including ADRs) [ST]

Purchase

$1,001 - $15,000

Notified May 15, 2025New

Disclosed 5 days after the trade. GLW closed at $47.01 on May 14, 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 tradeMay 15, 2025	May 15, 2025	$47.60	+1.26%	+$100 gain
Day of disclosureMay 19, 2025	May 19, 2025	$48.13	+2.38%	+$191 gain
30 days afterJun 13, 2025	Jun 13, 2025	$49.60	+5.51%	+$441 gain
90 days afterAug 12, 2025	Aug 12, 2025	$65.75	+39.9%	+$3,190 gain
Latest closeOct 20, 2026	Oct 20, 2026	$132.26	+181.3%	+$14,509 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.

May 14, 2025Filed 5 days later

Member

Dollar General Corporation Common StockDGStocks (including ADRs) [ST]

Purchase

$1,001 - $15,000

Notified May 15, 2025New

Disclosed 5 days after the trade. DG closed at $87.70 on May 14, 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 tradeMay 15, 2025	May 15, 2025	$92.99	+6.03%	+$483 gain
Day of disclosureMay 19, 2025	May 19, 2025	$98.18	+11.9%	+$956 gain
30 days afterJun 13, 2025	Jun 13, 2025	$111.68	+27.3%	+$2,188 gain
90 days afterAug 12, 2025	Aug 12, 2025	$115.19	+31.3%	+$2,508 gain
Latest closeOct 20, 2026	Oct 20, 2026	$134.19	+53.0%	+$4,241 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.

May 14, 2025Filed 5 days later

Member

Eli Lilly and Company Common StockLLYStocks (including ADRs) [ST]

Purchase

$1,001 - $15,000

Notified May 15, 2025New

Disclosed 5 days after the trade. LLY closed at $715.56 on May 14, 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 tradeMay 15, 2025	May 15, 2025	$733.29	+2.48%	+$198 gain
Day of disclosureMay 19, 2025	May 19, 2025	$755.11	+5.53%	+$442 gain
30 days afterJun 13, 2025	Jun 13, 2025	$819.36	+14.5%	+$1,161 gain
90 days afterAug 12, 2025	Aug 12, 2025	$639.43	−10.6%	−$851 loss
Latest closeOct 20, 2026	Oct 20, 2026	$1,283.66	+79.4%	+$6,352 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.

May 14, 2025Filed 5 days later

Member

Impinj, Inc. - Common StockPIStocks (including ADRs) [ST]

Purchase

$1,001 - $15,000

Notified May 15, 2025New

Disclosed 5 days after the trade. PI closed at $121.46 on May 14, 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 tradeMay 15, 2025	May 15, 2025	$121.75	+0.24%	+$19 gain
Day of disclosureMay 19, 2025	May 19, 2025	$123.32	+1.53%	+$123 gain
30 days afterJun 13, 2025	Jun 13, 2025	$104.39	−14.1%	−$1,124 loss
90 days afterAug 12, 2025	Aug 12, 2025	$162.43	+33.7%	+$2,699 gain
Latest closeOct 20, 2026	Oct 20, 2026	$177.84	+46.4%	+$3,714 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.

May 14, 2025Filed 5 days later

Member

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

Purchase

$15,001 - $50,000

Notified May 15, 2025New

Disclosed 5 days after the trade. MELI closed at $2,564.00 on May 14, 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 tradeMay 15, 2025	May 15, 2025	$2,586.49	+0.88%	+$285 gain
Day of disclosureMay 19, 2025	May 19, 2025	$2,578.35	+0.56%	+$182 gain
30 days afterJun 13, 2025	Jun 13, 2025	$2,371.98	−7.49%	−$2,434 loss
90 days afterAug 12, 2025	Aug 12, 2025	$2,350.83	−8.31%	−$2,702 loss
Latest closeOct 20, 2026	Oct 20, 2026	$1,879.50	−26.7%	−$8,677 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.

May 14, 2025Filed 5 days later

Member

Meta Platforms, Inc. - Class A Common StockMETAStocks (including ADRs) [ST]

Purchase

$1,001 - $15,000

Notified May 15, 2025New

Disclosed 5 days after the trade. META closed at $659.36 on May 14, 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 tradeMay 15, 2025	May 15, 2025	$643.88	−2.35%	−$188 loss
Day of disclosureMay 19, 2025	May 19, 2025	$640.43	−2.87%	−$230 loss
30 days afterJun 13, 2025	Jun 13, 2025	$682.87	+3.57%	+$285 gain
90 days afterAug 12, 2025	Aug 12, 2025	$790.00	+19.8%	+$1,585 gain
Latest closeOct 20, 2026	Oct 20, 2026	$694.25	+5.29%	+$423 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.

May 14, 2025Filed 5 days later

Member

Morgan Stanley Common StockMSStocks (including ADRs) [ST]

Purchase

$1,001 - $15,000

Notified May 15, 2025New

Disclosed 5 days after the trade. MS closed at $131.04 on May 14, 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 tradeMay 15, 2025	May 15, 2025	$132.51	+1.12%	+$90 gain
Day of disclosureMay 19, 2025	May 19, 2025	$130.84	−0.15%	−$12 loss
30 days afterJun 13, 2025	Jun 13, 2025	$129.49	−1.18%	−$95 loss
90 days afterAug 12, 2025	Aug 12, 2025	$147.29	+12.4%	+$992 gain
Latest closeOct 20, 2026	Oct 20, 2026	$180.40	+37.7%	+$3,014 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.

May 14, 2025Filed 5 days later

Member

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

Purchase

$1,001 - $15,000

Notified May 15, 2025New

Disclosed 5 days after the trade. NFLX closed at $11.51 on May 14, 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 tradeMay 15, 2025	May 15, 2025	$11.78	+2.34%	+$188 gain
Day of disclosureMay 19, 2025	May 19, 2025	$11.92	+3.53%	+$283 gain
30 days afterJun 13, 2025	Jun 13, 2025	$12.12	+5.31%	+$425 gain
90 days afterAug 12, 2025	Aug 12, 2025	$12.25	+6.45%	+$516 gain
Latest closeOct 20, 2026	Oct 20, 2026	$68.69	+496.8%	+$39,748 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.

May 14, 2025Filed 5 days later

Member

NVIDIA Corporation - Common StockNVDAStocks (including ADRs) [ST]

Purchase

$1,001 - $15,000

Notified May 15, 2025New

Disclosed 5 days after the trade. NVDA closed at $135.34 on May 14, 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 tradeMay 15, 2025	May 15, 2025	$134.83	−0.38%	−$30 loss
Day of disclosureMay 19, 2025	May 19, 2025	$135.57	+0.17%	+$14 gain
30 days afterJun 13, 2025	Jun 13, 2025	$141.97	+4.90%	+$392 gain
90 days afterAug 12, 2025	Aug 12, 2025	$183.16	+35.3%	+$2,827 gain
Latest closeOct 22, 2026	Oct 22, 2026	$212.21	+56.8%	+$4,544 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.

May 14, 2025Filed 5 days later

Member

ServiceNow, Inc. Common StockNOWStocks (including ADRs) [ST]

Purchase

$1,001 - $15,000

Notified May 15, 2025New

Disclosed 5 days after the trade. NOW closed at $41.07 on May 14, 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 tradeMay 15, 2025	May 15, 2025	$41.41	+0.81%	+$65 gain
Day of disclosureMay 19, 2025	May 19, 2025	$41.03	−0.10%	−$8 loss
30 days afterJun 13, 2025	Jun 13, 2025	$39.55	−3.72%	−$297 loss
90 days afterAug 12, 2025	Aug 12, 2025	$34.14	−16.9%	−$1,351 loss
Latest closeOct 20, 2026	Oct 20, 2026	$149.54	+264.1%	+$21,129 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.

May 14, 2025Filed 5 days later

Member

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

Purchase

$1,001 - $15,000

Notified May 15, 2025New

Disclosed 5 days after the trade. TSLA closed at $347.68 on May 14, 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 tradeMay 15, 2025	May 15, 2025	$342.82	−1.40%	−$112 loss
Day of disclosureMay 19, 2025	May 19, 2025	$342.09	−1.61%	−$129 loss
30 days afterJun 13, 2025	Jun 13, 2025	$325.31	−6.43%	−$515 loss
90 days afterAug 12, 2025	Aug 12, 2025	$340.84	−1.97%	−$157 loss
Latest closeOct 20, 2026	Oct 20, 2026	$373.71	+7.49%	+$599 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.

May 14, 2025Filed 5 days later

Member

The Hershey Company Common StockHSYStocks (including ADRs) [ST]

Purchase

$1,001 - $15,000

Notified May 15, 2025New

Disclosed 5 days after the trade. HSY closed at $161.72 on May 14, 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 tradeMay 15, 2025	May 15, 2025	$163.69	+1.22%	+$97 gain
Day of disclosureMay 19, 2025	May 19, 2025	$156.55	−3.20%	−$256 loss
30 days afterJun 13, 2025	Jun 13, 2025	$169.12	+4.58%	+$366 gain
90 days afterAug 12, 2025	Aug 12, 2025	$176.47	+9.12%	+$730 gain
Latest closeOct 20, 2026	Oct 20, 2026	$169.58	+4.86%	+$389 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.

May 14, 2025Filed 5 days later

Member

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

Purchase

$15,001 - $50,000

Notified May 15, 2025New

Disclosed 5 days after the trade. UNH closed at $308.01 on May 14, 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 tradeMay 15, 2025	May 15, 2025	$274.35	−10.9%	−$3,552 loss
Day of disclosureMay 19, 2025	May 19, 2025	$315.89	+2.56%	+$831 gain
30 days afterJun 13, 2025	Jun 13, 2025	$311.32	+1.07%	+$349 gain
90 days afterAug 12, 2025	Aug 12, 2025	$261.57	−15.1%	−$4,900 loss
Latest closeOct 20, 2026	Oct 20, 2026	$419.26	+36.1%	+$11,739 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.

May 16, 2025Filed 3 days later

Member

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

Purchase

$1,001 - $15,000

Notified May 19, 2025New

Disclosed 3 days after the trade. UNH closed at $291.91 on May 16, 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 tradeMay 19, 2025	May 19, 2025	$315.89	+8.21%	+$657 gain
Day of disclosureMay 19, 2025	May 19, 2025	$315.89	+8.21%	+$657 gain
30 days afterJun 16, 2025	Jun 16, 2025	$307.66	+5.40%	+$432 gain
90 days afterAug 14, 2025	Aug 14, 2025	$271.49	−7.00%	−$560 loss
Latest closeOct 20, 2026	Oct 20, 2026	$419.26	+43.6%	+$3,491 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.

May 16, 2025Filed 3 days later

Member

US Treasury BillGovernment Securities and Agency Debt [GS]

Purchase

$100,001 - $250,000

Notified May 19, 2025New

No ticker reported

Disclosed 1 day after the trade. ADBE closed at $381.06 on May 5, 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 tradeMay 6, 2025	May 6, 2025	$382.98	+0.50%	+$40 gain
Day of disclosureMay 6, 2025	May 6, 2025	$382.98	+0.50%	+$40 gain
30 days afterJun 4, 2025	Jun 4, 2025	$413.91	+8.62%	+$690 gain
90 days afterAug 4, 2025	Aug 4, 2025	$338.85	−11.1%	−$886 loss
Latest closeOct 20, 2026	Oct 20, 2026	$256.73	−32.6%	−$2,611 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.

Advanced Micro Devices, Inc.AMD

Stocks (including ADRs) [ST]

Held in: Marjorie IRA

Transaction date: May 5, 2025Filed 1 day later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified May 6, 2025New

Disclosed 1 day after the trade. AMD closed at $100.59 on May 5, 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 tradeMay 6, 2025	May 6, 2025	$98.62	−1.96%	−$157 loss
Day of disclosureMay 6, 2025	May 6, 2025	$98.62	−1.96%	−$157 loss
30 days afterJun 4, 2025	Jun 4, 2025	$118.58	+17.9%	+$1,431 gain
90 days afterAug 4, 2025	Aug 4, 2025	$176.78	+75.7%	+$6,060 gain
Latest closeOct 20, 2026	Oct 20, 2026	$534.74	+431.6%	+$34,533 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.

Alphabet Inc. - Class C Capital StockGOOG

Stocks (including ADRs) [ST]

Held in: Marjorie IRA

Transaction date: May 5, 2025Filed 1 day later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified May 6, 2025New

Disclosed 1 day after the trade. GOOG closed at $166.05 on May 5, 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 tradeMay 6, 2025	May 6, 2025	$165.20	−0.51%	−$41 loss
Day of disclosureMay 6, 2025	May 6, 2025	$165.20	−0.51%	−$41 loss
30 days afterJun 4, 2025	Jun 4, 2025	$169.39	+2.01%	+$161 gain
90 days afterAug 4, 2025	Aug 4, 2025	$195.75	+17.9%	+$1,431 gain
Latest closeOct 20, 2026	Oct 20, 2026	$336.40	+102.6%	+$8,208 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]

Held in: Marjorie IRA

Transaction date: May 5, 2025Filed 1 day later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified May 6, 2025New

Disclosed 1 day after the trade. AMZN closed at $186.35 on May 5, 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 tradeMay 6, 2025	May 6, 2025	$185.01	−0.72%	−$58 loss
Day of disclosureMay 6, 2025	May 6, 2025	$185.01	−0.72%	−$58 loss
30 days afterJun 4, 2025	Jun 4, 2025	$207.23	+11.2%	+$896 gain
90 days afterAug 4, 2025	Aug 4, 2025	$211.65	+13.6%	+$1,086 gain
Latest closeOct 20, 2026	Oct 20, 2026	$262.63	+40.9%	+$3,275 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.

American Express Company Common StockAXP

Stocks (including ADRs) [ST]

Held in: Marjorie IRA

Transaction date: May 5, 2025Filed 1 day later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified May 6, 2025New

Disclosed 1 day after the trade. AXP closed at $278.03 on May 5, 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 tradeMay 6, 2025	May 6, 2025	$275.37	−0.96%	−$77 loss
Day of disclosureMay 6, 2025	May 6, 2025	$275.37	−0.96%	−$77 loss
30 days afterJun 4, 2025	Jun 4, 2025	$295.93	+6.44%	+$515 gain
90 days afterAug 4, 2025	Aug 4, 2025	$298.59	+7.39%	+$592 gain
Latest closeOct 20, 2026	Oct 20, 2026	$318.34	+14.5%	+$1,160 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]

Held in: Marjorie IRA

Transaction date: May 5, 2025Filed 1 day later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified May 6, 2025New

Disclosed 1 day after the trade. AMGN closed at $280.06 on May 5, 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 tradeMay 6, 2025	May 6, 2025	$270.44	−3.43%	−$275 loss
Day of disclosureMay 6, 2025	May 6, 2025	$270.44	−3.43%	−$275 loss
30 days afterJun 4, 2025	Jun 4, 2025	$287.01	+2.48%	+$199 gain
90 days afterAug 4, 2025	Aug 4, 2025	$301.94	+7.81%	+$625 gain
Latest closeOct 20, 2026	Oct 20, 2026	$438.94	+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.

Apple Inc. - Common StockAAPL

Stocks (including ADRs) [ST]

Held in: Marjorie IRA

Transaction date: May 5, 2025Filed 1 day later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified May 6, 2025New

Disclosed 1 day after the trade. AAPL closed at $198.89 on May 5, 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 tradeMay 6, 2025	May 6, 2025	$198.51	−0.19%	−$15 loss
Day of disclosureMay 6, 2025	May 6, 2025	$198.51	−0.19%	−$15 loss
30 days afterJun 4, 2025	Jun 4, 2025	$202.82	+1.98%	+$158 gain
90 days afterAug 4, 2025	Aug 4, 2025	$203.35	+2.24%	+$179 gain
Latest closeOct 20, 2026	Oct 20, 2026	$339.50	+70.7%	+$5,656 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.

Applied Materials, Inc. - Common StockAMAT

Stocks (including ADRs) [ST]

Held in: Marjorie IRA

Transaction date: May 5, 2025Filed 1 day later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified May 6, 2025New

Disclosed 1 day after the trade. AMAT closed at $154.61 on May 5, 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 tradeMay 6, 2025	May 6, 2025	$153.03	−1.02%	−$82 loss
Day of disclosureMay 6, 2025	May 6, 2025	$153.03	−1.02%	−$82 loss
30 days afterJun 4, 2025	Jun 4, 2025	$161.93	+4.73%	+$379 gain
90 days afterAug 4, 2025	Aug 4, 2025	$182.82	+18.2%	+$1,460 gain
Latest closeOct 20, 2026	Oct 20, 2026	$404.98	+161.9%	+$12,957 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.

Bank of America Corporation Common StockBAC

Stocks (including ADRs) [ST]

Held in: Marjorie IRA

Transaction date: May 5, 2025Filed 1 day later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified May 6, 2025New

Disclosed 1 day after the trade. BAC closed at $41.12 on May 5, 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 tradeMay 6, 2025	May 6, 2025	$40.84	−0.68%	−$54 loss
Day of disclosureMay 6, 2025	May 6, 2025	$40.84	−0.68%	−$54 loss
30 days afterJun 4, 2025	Jun 4, 2025	$44.36	+7.88%	+$630 gain
90 days afterAug 4, 2025	Aug 4, 2025	$45.85	+11.5%	+$920 gain
Latest closeOct 20, 2026	Oct 20, 2026	$50.64	+23.2%	+$1,852 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.

BHP Group Limited American Depositary SharesBHP

Stocks (including ADRs) [ST]

Held in: Marjorie IRA

Transaction date: May 5, 2025Filed 1 day later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified May 6, 2025New

Disclosed 1 day after the trade. BHP closed at $48.62 on May 5, 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 tradeMay 6, 2025	May 6, 2025	$48.83	+0.43%	+$35 gain
Day of disclosureMay 6, 2025	May 6, 2025	$48.83	+0.43%	+$35 gain
30 days afterJun 4, 2025	Jun 4, 2025	$49.10	+0.99%	+$79 gain
90 days afterAug 4, 2025	Aug 4, 2025	$51.63	+6.19%	+$495 gain
Latest closeOct 20, 2026	Oct 20, 2026	$81.87	+68.4%	+$5,472 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]

Held in: Marjorie IRA

Transaction date: May 5, 2025Filed 1 day later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified May 6, 2025New

Disclosed 1 day after the trade. BX closed at $136.11 on May 5, 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 tradeMay 6, 2025	May 6, 2025	$134.00	−1.55%	−$124 loss
Day of disclosureMay 6, 2025	May 6, 2025	$134.00	−1.55%	−$124 loss
30 days afterJun 4, 2025	Jun 4, 2025	$138.76	+1.95%	+$156 gain
90 days afterAug 4, 2025	Aug 4, 2025	$170.50	+25.3%	+$2,022 gain
Latest closeOct 20, 2026	Oct 20, 2026	$110.34	−18.9%	−$1,515 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.

Boeing CompanyBA

Stocks (including ADRs) [ST]

Held in: Marjorie IRA

Transaction date: May 5, 2025Filed 1 day later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified May 6, 2025New

Disclosed 1 day after the trade. BA closed at $186.46 on May 5, 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 tradeMay 6, 2025	May 6, 2025	$185.96	−0.27%	−$21 loss
Day of disclosureMay 6, 2025	May 6, 2025	$185.96	−0.27%	−$21 loss
30 days afterJun 4, 2025	Jun 4, 2025	$211.98	+13.7%	+$1,095 gain
90 days afterAug 4, 2025	Aug 4, 2025	$222.34	+19.2%	+$1,540 gain
Latest closeOct 20, 2026	Oct 20, 2026	$190.47	+2.15%	+$172 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.

BP p.l.c. Common StockBP

Stocks (including ADRs) [ST]

Held in: Marjorie IRA

Transaction date: May 5, 2025Filed 1 day later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified May 6, 2025New

Disclosed 1 day after the trade. BP closed at $29.18 on May 5, 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 tradeMay 6, 2025	May 6, 2025	$28.40	−2.67%	−$214 loss
Day of disclosureMay 6, 2025	May 6, 2025	$28.40	−2.67%	−$214 loss
30 days afterJun 4, 2025	Jun 4, 2025	$28.92	−0.89%	−$71 loss
90 days afterAug 4, 2025	Aug 4, 2025	$32.49	+11.3%	+$908 gain
Latest closeOct 20, 2026	Oct 20, 2026	$49.39	+69.3%	+$5,541 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.

Broadcom Inc. - Common StockAVGO

Stocks (including ADRs) [ST]

Held in: Marjorie IRA

Transaction date: May 5, 2025Filed 1 day later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified May 6, 2025New

Disclosed 1 day after the trade. AVGO closed at $200.72 on May 5, 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 tradeMay 6, 2025	May 6, 2025	$200.09	−0.31%	−$25 loss
Day of disclosureMay 6, 2025	May 6, 2025	$200.09	−0.31%	−$25 loss
30 days afterJun 4, 2025	Jun 4, 2025	$261.08	+30.1%	+$2,406 gain
90 days afterAug 4, 2025	Aug 4, 2025	$297.72	+48.3%	+$3,867 gain
Latest closeOct 20, 2026	Oct 20, 2026	$334.37	+66.6%	+$5,327 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.

Cardinal Health, Inc. Common StockCAH

Stocks (including ADRs) [ST]

Held in: Marjorie IRA

Transaction date: May 5, 2025Filed 1 day later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified May 6, 2025New

Disclosed 1 day after the trade. CAH closed at $151.99 on May 5, 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 tradeMay 6, 2025	May 6, 2025	$151.69	−0.20%	−$16 loss
Day of disclosureMay 6, 2025	May 6, 2025	$151.69	−0.20%	−$16 loss
30 days afterJun 4, 2025	Jun 4, 2025	$154.07	+1.37%	+$109 gain
90 days afterAug 4, 2025	Aug 4, 2025	$158.62	+4.36%	+$349 gain
Latest closeOct 20, 2026	Oct 20, 2026	$257.55	+69.5%	+$5,557 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.

Caterpillar, Inc. Common StockCAT

Stocks (including ADRs) [ST]

Held in: Marjorie IRA

Transaction date: May 5, 2025Filed 1 day later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified May 6, 2025New

Disclosed 1 day after the trade. CAT closed at $323.11 on May 5, 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 tradeMay 6, 2025	May 6, 2025	$320.89	−0.69%	−$55 loss
Day of disclosureMay 6, 2025	May 6, 2025	$320.89	−0.69%	−$55 loss
30 days afterJun 4, 2025	Jun 4, 2025	$349.33	+8.11%	+$649 gain
90 days afterAug 4, 2025	Aug 4, 2025	$433.70	+34.2%	+$2,738 gain
Latest closeOct 20, 2026	Oct 20, 2026	$725.24	+124.5%	+$9,958 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.

Charles Schwab CorporationSCHW

Stocks (including ADRs) [ST]

Transaction date: May 5, 2025Filed 1 day later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified May 6, 2025New

Disclosed 1 day after the trade. SCHW closed at $83.37 on May 5, 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 tradeMay 6, 2025	May 6, 2025	$82.83	−0.65%	−$52 loss
Day of disclosureMay 6, 2025	May 6, 2025	$82.83	−0.65%	−$52 loss
30 days afterJun 4, 2025	Jun 4, 2025	$87.48	+4.93%	+$394 gain
90 days afterAug 4, 2025	Aug 4, 2025	$97.10	+16.5%	+$1,318 gain
Latest closeOct 20, 2026	Oct 20, 2026	$90.89	+9.02%	+$722 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]

Held in: Marjorie IRA

Transaction date: May 5, 2025Filed 1 day later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified May 6, 2025New

Disclosed 1 day after the trade. CVX closed at $135.50 on May 5, 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 tradeMay 6, 2025	May 6, 2025	$135.60	+0.07%	+$6 gain
Day of disclosureMay 6, 2025	May 6, 2025	$135.60	+0.07%	+$6 gain
30 days afterJun 4, 2025	Jun 4, 2025	$137.37	+1.38%	+$110 gain
90 days afterAug 4, 2025	Aug 4, 2025	$151.04	+11.5%	+$918 gain
Latest closeOct 20, 2026	Oct 20, 2026	$225.71	+66.6%	+$5,327 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.

Corning Incorporated Common StockGLW

Stocks (including ADRs) [ST]

Held in: Marjorie IRA

Transaction date: May 5, 2025Filed 1 day later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified May 6, 2025New

Disclosed 1 day after the trade. GLW closed at $45.41 on May 5, 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 tradeMay 6, 2025	May 6, 2025	$44.76	−1.43%	−$115 loss
Day of disclosureMay 6, 2025	May 6, 2025	$44.76	−1.43%	−$115 loss
30 days afterJun 4, 2025	Jun 4, 2025	$50.76	+11.8%	+$943 gain
90 days afterAug 4, 2025	Aug 4, 2025	$63.49	+39.8%	+$3,186 gain
Latest closeOct 20, 2026	Oct 20, 2026	$132.26	+191.3%	+$15,303 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.

Cummins Inc. Common StockCMI

Stocks (including ADRs) [ST]

Held in: Marjorie IRA

Transaction date: May 5, 2025Filed 1 day later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified May 6, 2025New

Disclosed 1 day after the trade. CMI closed at $302.30 on May 5, 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 tradeMay 6, 2025	May 6, 2025	$298.34	−1.31%	−$105 loss
Day of disclosureMay 6, 2025	May 6, 2025	$298.34	−1.31%	−$105 loss
30 days afterJun 4, 2025	Jun 4, 2025	$322.83	+6.79%	+$543 gain
90 days afterAug 4, 2025	Aug 4, 2025	$361.59	+19.6%	+$1,569 gain
Latest closeOct 20, 2026	Oct 20, 2026	$536.22	+77.4%	+$6,191 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.

Dell Technologies Inc. Class C Common StockDELL

Stocks (including ADRs) [ST]

Held in: Marjorie IRA

Transaction date: May 5, 2025Filed 1 day later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified May 6, 2025New

Disclosed 1 day after the trade. DELL closed at $94.36 on May 5, 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 tradeMay 6, 2025	May 6, 2025	$93.95	−0.43%	−$35 loss
Day of disclosureMay 6, 2025	May 6, 2025	$93.95	−0.43%	−$35 loss
30 days afterJun 4, 2025	Jun 4, 2025	$112.70	+19.4%	+$1,555 gain
90 days afterAug 4, 2025	Aug 4, 2025	$130.23	+38.0%	+$3,041 gain
Latest closeOct 20, 2026	Oct 20, 2026	$461.56	+389.1%	+$31,136 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.

Devon Energy Corporation Common StockDVN

Stocks (including ADRs) [ST]

Held in: Marjorie IRA

Transaction date: May 5, 2025Filed 1 day later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified May 6, 2025New

Disclosed 1 day after the trade. DVN closed at $30.62 on May 5, 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 tradeMay 6, 2025	May 6, 2025	$30.59	−0.10%	−$8 loss
Day of disclosureMay 6, 2025	May 6, 2025	$30.59	−0.10%	−$8 loss
30 days afterJun 4, 2025	Jun 4, 2025	$31.56	+3.07%	+$246 gain
90 days afterAug 4, 2025	Aug 4, 2025	$31.94	+4.31%	+$345 gain
Latest closeOct 20, 2026	Oct 20, 2026	$50.38	+64.5%	+$5,163 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]

Held in: Marjorie IRA

Transaction date: May 5, 2025Filed 1 day later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified May 6, 2025New

Disclosed 1 day after the trade. DLR closed at $166.64 on May 5, 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 tradeMay 6, 2025	May 6, 2025	$166.63	−0.01%	−$0 loss
Day of disclosureMay 6, 2025	May 6, 2025	$166.63	−0.01%	−$0 loss
30 days afterJun 4, 2025	Jun 4, 2025	$176.00	+5.62%	+$449 gain
90 days afterAug 4, 2025	Aug 4, 2025	$172.91	+3.76%	+$301 gain
Latest closeOct 20, 2026	Oct 20, 2026	$175.31	+5.20%	+$416 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]

Held in: Marjorie IRA

Transaction date: May 5, 2025Filed 1 day later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified May 6, 2025New

Disclosed 1 day after the trade. DUK closed at $120.75 on May 5, 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 tradeMay 6, 2025	May 6, 2025	$122.94	+1.81%	+$145 gain
Day of disclosureMay 6, 2025	May 6, 2025	$122.94	+1.81%	+$145 gain
30 days afterJun 4, 2025	Jun 4, 2025	$115.98	−3.95%	−$316 loss
90 days afterAug 4, 2025	Aug 4, 2025	$124.17	+2.83%	+$227 gain
Latest closeOct 20, 2026	Oct 20, 2026	$121.33	+0.48%	+$38 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.

Eli Lilly and Company Common StockLLY

Stocks (including ADRs) [ST]

Held in: Marjorie IRA

Transaction date: May 5, 2025Filed 1 day later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified May 6, 2025New

Disclosed 1 day after the trade. LLY closed at $821.46 on May 5, 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 tradeMay 6, 2025	May 6, 2025	$775.12	−5.64%	−$451 loss
Day of disclosureMay 6, 2025	May 6, 2025	$775.12	−5.64%	−$451 loss
30 days afterJun 4, 2025	Jun 4, 2025	$765.84	−6.77%	−$542 loss
90 days afterAug 4, 2025	Aug 4, 2025	$769.00	−6.39%	−$511 loss
Latest closeOct 20, 2026	Oct 20, 2026	$1,283.66	+56.3%	+$4,502 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.

FedEx Corporation Common StockFDX

Stocks (including ADRs) [ST]

Held in: Marjorie IRA

Transaction date: May 5, 2025Filed 1 day later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified May 6, 2025New

Disclosed 1 day after the trade. FDX closed at $174.85 on May 5, 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 tradeMay 6, 2025	May 6, 2025	$171.97	−1.65%	−$132 loss
Day of disclosureMay 6, 2025	May 6, 2025	$171.97	−1.65%	−$132 loss
30 days afterJun 4, 2025	Jun 4, 2025	$176.38	+0.88%	+$70 gain
90 days afterAug 4, 2025	Aug 4, 2025	$175.25	+0.23%	+$18 gain
Latest closeOct 20, 2026	Oct 20, 2026	$298.76	+70.9%	+$5,670 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.

Frontline Plc Ordinary SharesFRO

Stocks (including ADRs) [ST]

Held in: Marjorie IRA

Transaction date: May 5, 2025Filed 1 day later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified May 6, 2025New

Disclosed 1 day after the trade. FRO closed at $17.79 on May 5, 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 tradeMay 6, 2025	May 6, 2025	$17.57	−1.24%	−$99 loss
Day of disclosureMay 6, 2025	May 6, 2025	$17.57	−1.24%	−$99 loss
30 days afterJun 4, 2025	Jun 4, 2025	$18.16	+2.08%	+$166 gain
90 days afterAug 4, 2025	Aug 4, 2025	$19.23	+8.09%	+$648 gain
Latest closeOct 20, 2026	Oct 20, 2026	$50.32	+182.9%	+$14,630 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.

Gilead Sciences, Inc. - Common StockGILD

Stocks (including ADRs) [ST]

Held in: Marjorie IRA

Transaction date: May 5, 2025Filed 1 day later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified May 6, 2025New

Disclosed 1 day after the trade. GILD closed at $102.81 on May 5, 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 tradeMay 6, 2025	May 6, 2025	$97.88	−4.80%	−$384 loss
Day of disclosureMay 6, 2025	May 6, 2025	$97.88	−4.80%	−$384 loss
30 days afterJun 4, 2025	Jun 4, 2025	$109.02	+6.04%	+$483 gain
90 days afterAug 4, 2025	Aug 4, 2025	$114.51	+11.4%	+$911 gain
Latest closeOct 20, 2026	Oct 20, 2026	$156.51	+52.2%	+$4,179 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.

Gilead Sciences, Inc. - Common StockGILD

Stocks (including ADRs) [ST]

Transaction date: May 5, 2025Filed 1 day later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified May 6, 2025New

Disclosed 1 day after the trade. GILD closed at $102.81 on May 5, 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 tradeMay 6, 2025	May 6, 2025	$97.88	−4.80%	−$384 loss
Day of disclosureMay 6, 2025	May 6, 2025	$97.88	−4.80%	−$384 loss
30 days afterJun 4, 2025	Jun 4, 2025	$109.02	+6.04%	+$483 gain
90 days afterAug 4, 2025	Aug 4, 2025	$114.51	+11.4%	+$911 gain
Latest closeOct 20, 2026	Oct 20, 2026	$156.51	+52.2%	+$4,179 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.

Goldman Sachs Group, Inc.GS

Stocks (including ADRs) [ST]

Held in: Marjorie IRA

Transaction date: May 5, 2025Filed 1 day later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified May 6, 2025New

Disclosed 1 day after the trade. GS closed at $559.56 on May 5, 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 tradeMay 6, 2025	May 6, 2025	$549.36	−1.82%	−$146 loss
Day of disclosureMay 6, 2025	May 6, 2025	$549.36	−1.82%	−$146 loss
30 days afterJun 4, 2025	Jun 4, 2025	$599.21	+7.09%	+$567 gain
90 days afterAug 4, 2025	Aug 4, 2025	$726.03	+29.8%	+$2,380 gain
Latest closeOct 20, 2026	Oct 20, 2026	$884.81	+58.1%	+$4,651 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]

Held in: Marjorie IRA

Transaction date: May 5, 2025Filed 1 day later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified May 6, 2025New

Disclosed 1 day after the trade. HD closed at $361.73 on May 5, 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 tradeMay 6, 2025	May 6, 2025	$359.38	−0.65%	−$52 loss
Day of disclosureMay 6, 2025	May 6, 2025	$359.38	−0.65%	−$52 loss
30 days afterJun 4, 2025	Jun 4, 2025	$372.40	+2.95%	+$236 gain
90 days afterAug 4, 2025	Aug 4, 2025	$380.82	+5.28%	+$422 gain
Latest closeOct 20, 2026	Oct 20, 2026	$315.11	−12.9%	−$1,031 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.

Impinj, Inc. - Common StockPI

Stocks (including ADRs) [ST]

Transaction date: May 5, 2025Filed 1 day later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified May 6, 2025New

Disclosed 1 day after the trade. PI closed at $98.46 on May 5, 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 tradeMay 6, 2025	May 6, 2025	$96.51	−1.98%	−$158 loss
Day of disclosureMay 6, 2025	May 6, 2025	$96.51	−1.98%	−$158 loss
30 days afterJun 4, 2025	Jun 4, 2025	$117.67	+19.5%	+$1,561 gain
90 days afterAug 4, 2025	Aug 4, 2025	$164.05	+66.6%	+$5,330 gain
Latest closeOct 20, 2026	Oct 20, 2026	$177.84	+80.6%	+$6,451 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.

Intel Corporation - Common StockINTC

Stocks (including ADRs) [ST]

Held in: Marjorie IRA

Transaction date: May 5, 2025Filed 1 day later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified May 6, 2025New

Disclosed 1 day after the trade. INTC closed at $20.27 on May 5, 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 tradeMay 6, 2025	May 6, 2025	$19.94	−1.63%	−$130 loss
Day of disclosureMay 6, 2025	May 6, 2025	$19.94	−1.63%	−$130 loss
30 days afterJun 4, 2025	Jun 4, 2025	$20.25	−0.10%	−$8 loss
90 days afterAug 4, 2025	Aug 4, 2025	$19.50	−3.80%	−$304 loss
Latest closeOct 20, 2026	Oct 20, 2026	$91.69	+352.3%	+$28,191 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.

Johnson & Johnson Common StockJNJ

Stocks (including ADRs) [ST]

Held in: Marjorie IRA

Transaction date: May 5, 2025Filed 1 day later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified May 6, 2025New

Disclosed 1 day after the trade. JNJ closed at $155.00 on May 5, 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 tradeMay 6, 2025	May 6, 2025	$154.47	−0.34%	−$27 loss
Day of disclosureMay 6, 2025	May 6, 2025	$154.47	−0.34%	−$27 loss
30 days afterJun 4, 2025	Jun 4, 2025	$153.22	−1.15%	−$92 loss
90 days afterAug 4, 2025	Aug 4, 2025	$171.04	+10.3%	+$828 gain
Latest closeOct 20, 2026	Oct 20, 2026	$259.36	+67.3%	+$5,387 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.

JP Morgan Chase & Co. Common StockJPM

Stocks (including ADRs) [ST]

Held in: Marjorie IRA

Transaction date: May 5, 2025Filed 1 day later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified May 6, 2025New

Disclosed 1 day after the trade. JPM closed at $252.56 on May 5, 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 tradeMay 6, 2025	May 6, 2025	$249.25	−1.31%	−$105 loss
Day of disclosureMay 6, 2025	May 6, 2025	$249.25	−1.31%	−$105 loss
30 days afterJun 4, 2025	Jun 4, 2025	$264.22	+4.62%	+$369 gain
90 days afterAug 4, 2025	Aug 4, 2025	$294.26	+16.5%	+$1,321 gain
Latest closeOct 20, 2026	Oct 20, 2026	$335.26	+32.7%	+$2,620 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.

Kinder Morgan, Inc. Common StockKMI

Stocks (including ADRs) [ST]

Held in: Marjorie IRA

Transaction date: May 5, 2025Filed 1 day later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified May 6, 2025New

Disclosed 1 day after the trade. KMI closed at $26.87 on May 5, 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 tradeMay 6, 2025	May 6, 2025	$27.21	+1.27%	+$101 gain
Day of disclosureMay 6, 2025	May 6, 2025	$27.21	+1.27%	+$101 gain
30 days afterJun 4, 2025	Jun 4, 2025	$28.03	+4.32%	+$345 gain
90 days afterAug 4, 2025	Aug 4, 2025	$28.28	+5.25%	+$420 gain
Latest closeOct 20, 2026	Oct 20, 2026	$33.57	+24.9%	+$1,995 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]

Held in: Marjorie 401K

Transaction date: May 5, 2025Filed 1 day later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified May 6, 2025New

Disclosed 1 day after the trade. MELI closed at $2,246.54 on May 5, 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 tradeMay 6, 2025	May 6, 2025	$2,229.00	−0.78%	−$62 loss
Day of disclosureMay 6, 2025	May 6, 2025	$2,229.00	−0.78%	−$62 loss
30 days afterJun 4, 2025	Jun 4, 2025	$2,573.96	+14.6%	+$1,166 gain
90 days afterAug 4, 2025	Aug 4, 2025	$2,395.83	+6.65%	+$532 gain
Latest closeOct 20, 2026	Oct 20, 2026	$1,879.50	−16.3%	−$1,307 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]

Held in: Marjorie IRA

Transaction date: May 5, 2025Filed 1 day later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified May 6, 2025New

Disclosed 1 day after the trade. MRK closed at $82.84 on May 5, 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 tradeMay 6, 2025	May 6, 2025	$79.04	−4.59%	−$367 loss
Day of disclosureMay 6, 2025	May 6, 2025	$79.04	−4.59%	−$367 loss
30 days afterJun 4, 2025	Jun 4, 2025	$78.27	−5.52%	−$441 loss
90 days afterAug 4, 2025	Aug 4, 2025	$79.86	−3.60%	−$288 loss
Latest closeOct 20, 2026	Oct 20, 2026	$148.30	+79.0%	+$6,322 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.

Meta Platforms, Inc. - Class A Common StockMETA

Stocks (including ADRs) [ST]

Held in: Marjorie IRA

Transaction date: May 5, 2025Filed 1 day later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified May 6, 2025New

Disclosed 1 day after the trade. META closed at $599.27 on May 5, 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 tradeMay 6, 2025	May 6, 2025	$587.31	−2.00%	−$160 loss
Day of disclosureMay 6, 2025	May 6, 2025	$587.31	−2.00%	−$160 loss
30 days afterJun 4, 2025	Jun 4, 2025	$687.95	+14.8%	+$1,184 gain
90 days afterAug 4, 2025	Aug 4, 2025	$776.37	+29.6%	+$2,365 gain
Latest closeOct 20, 2026	Oct 20, 2026	$694.25	+15.8%	+$1,268 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.

Microsoft Corporation - Common StockMSFT

Stocks (including ADRs) [ST]

Held in: Marjorie IRA

Transaction date: May 5, 2025Filed 1 day later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified May 6, 2025New

Disclosed 1 day after the trade. MSFT closed at $436.17 on May 5, 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 tradeMay 6, 2025	May 6, 2025	$433.31	−0.66%	−$52 loss
Day of disclosureMay 6, 2025	May 6, 2025	$433.31	−0.66%	−$52 loss
30 days afterJun 4, 2025	Jun 4, 2025	$463.87	+6.35%	+$508 gain
90 days afterAug 4, 2025	Aug 4, 2025	$535.64	+22.8%	+$1,825 gain
Latest closeOct 20, 2026	Oct 20, 2026	$531.87	+21.9%	+$1,755 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]

Held in: Marjorie IRA

Transaction date: May 5, 2025Filed 1 day later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified May 6, 2025New

Disclosed 1 day after the trade. MS closed at $119.60 on May 5, 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 tradeMay 6, 2025	May 6, 2025	$118.33	−1.06%	−$85 loss
Day of disclosureMay 6, 2025	May 6, 2025	$118.33	−1.06%	−$85 loss
30 days afterJun 4, 2025	Jun 4, 2025	$128.16	+7.16%	+$573 gain
90 days afterAug 4, 2025	Aug 4, 2025	$141.36	+18.2%	+$1,456 gain
Latest closeOct 20, 2026	Oct 20, 2026	$180.40	+50.8%	+$4,067 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.

NextEra Energy, Inc. Common StockNEE

Stocks (including ADRs) [ST]

Held in: Marjorie IRA

Transaction date: May 5, 2025Filed 1 day later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified May 6, 2025New

Disclosed 1 day after the trade. NEE closed at $66.10 on May 5, 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 tradeMay 6, 2025	May 6, 2025	$66.54	+0.67%	+$53 gain
Day of disclosureMay 6, 2025	May 6, 2025	$66.54	+0.67%	+$53 gain
30 days afterJun 4, 2025	Jun 4, 2025	$69.88	+5.72%	+$458 gain
90 days afterAug 4, 2025	Aug 4, 2025	$70.53	+6.70%	+$536 gain
Latest closeOct 20, 2026	Oct 20, 2026	$78.86	+19.3%	+$1,545 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.

Norfolk Southern Corporation Common StockNSC

Stocks (including ADRs) [ST]

Held in: Marjorie IRA

Transaction date: May 5, 2025Filed 1 day later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified May 6, 2025New

Disclosed 1 day after the trade. NSC closed at $222.28 on May 5, 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 tradeMay 6, 2025	May 6, 2025	$218.63	−1.64%	−$131 loss
Day of disclosureMay 6, 2025	May 6, 2025	$218.63	−1.64%	−$131 loss
30 days afterJun 4, 2025	Jun 4, 2025	$247.40	+11.3%	+$904 gain
90 days afterAug 4, 2025	Aug 4, 2025	$278.12	+25.1%	+$2,010 gain
Latest closeOct 20, 2026	Oct 20, 2026	$325.57	+46.5%	+$3,718 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.

Norfolk Southern Corporation Common StockNSC

Stocks (including ADRs) [ST]

Held in: Marjorie IRA

Transaction date: May 5, 2025Filed 1 day later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified May 6, 2025New

Disclosed 1 day after the trade. NSC closed at $222.28 on May 5, 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 tradeMay 6, 2025	May 6, 2025	$218.63	−1.64%	−$131 loss
Day of disclosureMay 6, 2025	May 6, 2025	$218.63	−1.64%	−$131 loss
30 days afterJun 4, 2025	Jun 4, 2025	$247.40	+11.3%	+$904 gain
90 days afterAug 4, 2025	Aug 4, 2025	$278.12	+25.1%	+$2,010 gain
Latest closeOct 20, 2026	Oct 20, 2026	$325.57	+46.5%	+$3,718 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.

NVIDIA Corporation - Common StockNVDA

Stocks (including ADRs) [ST]

Held in: Marjorie IRA

Transaction date: May 5, 2025Filed 1 day later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified May 6, 2025New

Disclosed 1 day after the trade. NVDA closed at $113.82 on May 5, 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 tradeMay 6, 2025	May 6, 2025	$113.54	−0.25%	−$20 loss
Day of disclosureMay 6, 2025	May 6, 2025	$113.54	−0.25%	−$20 loss
30 days afterJun 4, 2025	Jun 4, 2025	$141.92	+24.7%	+$1,975 gain
90 days afterAug 4, 2025	Aug 4, 2025	$180.00	+58.1%	+$4,652 gain
Latest closeOct 22, 2026	Oct 22, 2026	$212.21	+86.4%	+$6,916 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]

Held in: Marjorie IRA

Transaction date: May 5, 2025Filed 1 day later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified May 6, 2025New

Disclosed 1 day after the trade. OXY closed at $38.81 on May 5, 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 tradeMay 6, 2025	May 6, 2025	$39.28	+1.21%	+$97 gain
Day of disclosureMay 6, 2025	May 6, 2025	$39.28	+1.21%	+$97 gain
30 days afterJun 4, 2025	Jun 4, 2025	$41.91	+7.99%	+$639 gain
90 days afterAug 4, 2025	Aug 4, 2025	$42.86	+10.4%	+$835 gain
Latest closeOct 20, 2026	Oct 20, 2026	$62.92	+62.1%	+$4,970 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: May 5, 2025Filed 1 day later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified May 6, 2025New

Disclosed 1 day after the trade. OXY closed at $38.81 on May 5, 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 tradeMay 6, 2025	May 6, 2025	$39.28	+1.21%	+$97 gain
Day of disclosureMay 6, 2025	May 6, 2025	$39.28	+1.21%	+$97 gain
30 days afterJun 4, 2025	Jun 4, 2025	$41.91	+7.99%	+$639 gain
90 days afterAug 4, 2025	Aug 4, 2025	$42.86	+10.4%	+$835 gain
Latest closeOct 20, 2026	Oct 20, 2026	$62.92	+62.1%	+$4,970 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.

Old Dominion Freight Line, Inc. - Common StockODFL

Stocks (including ADRs) [ST]

Held in: Marjorie IRA

Transaction date: May 5, 2025Filed 1 day later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified May 6, 2025New

Disclosed 1 day after the trade. ODFL closed at $156.23 on May 5, 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 tradeMay 6, 2025	May 6, 2025	$153.35	−1.84%	−$147 loss
Day of disclosureMay 6, 2025	May 6, 2025	$153.35	−1.84%	−$147 loss
30 days afterJun 4, 2025	Jun 4, 2025	$161.49	+3.37%	+$269 gain
90 days afterAug 4, 2025	Aug 4, 2025	$144.36	−7.60%	−$608 loss
Latest closeOct 20, 2026	Oct 20, 2026	$188.33	+20.5%	+$1,644 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]

Held in: Marjorie IRA

Transaction date: May 5, 2025Filed 1 day later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified May 6, 2025New

Disclosed 1 day after the trade. PANW closed at $188.13 on May 5, 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 tradeMay 6, 2025	May 6, 2025	$188.69	+0.30%	+$24 gain
Day of disclosureMay 6, 2025	May 6, 2025	$188.69	+0.30%	+$24 gain
30 days afterJun 4, 2025	Jun 4, 2025	$194.07	+3.16%	+$253 gain
90 days afterAug 4, 2025	Aug 4, 2025	$171.00	−9.11%	−$729 loss
Latest closeOct 20, 2026	Oct 20, 2026	$340.28	+80.9%	+$6,471 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]

Held in: Marjorie IRA

Transaction date: May 5, 2025Filed 1 day later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified May 6, 2025New

Disclosed 1 day after the trade. PAYX closed at $149.45 on May 5, 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 tradeMay 6, 2025	May 6, 2025	$149.02	−0.29%	−$23 loss
Day of disclosureMay 6, 2025	May 6, 2025	$149.02	−0.29%	−$23 loss
30 days afterJun 4, 2025	Jun 4, 2025	$159.33	+6.61%	+$529 gain
90 days afterAug 4, 2025	Aug 4, 2025	$139.43	−6.70%	−$536 loss
Latest closeOct 20, 2026	Oct 20, 2026	$112.62	−24.6%	−$1,972 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.

QUALCOMM Incorporated - Common StockQCOM

Stocks (including ADRs) [ST]

Held in: Marjorie IRA

Transaction date: May 5, 2025Filed 1 day later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified May 6, 2025New

Disclosed 1 day after the trade. QCOM closed at $139.44 on May 5, 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 tradeMay 6, 2025	May 6, 2025	$139.90	+0.33%	+$26 gain
Day of disclosureMay 6, 2025	May 6, 2025	$139.90	+0.33%	+$26 gain
30 days afterJun 4, 2025	Jun 4, 2025	$149.05	+6.89%	+$551 gain
90 days afterAug 4, 2025	Aug 4, 2025	$147.51	+5.79%	+$463 gain
Latest closeOct 20, 2026	Oct 20, 2026	$175.71	+26.0%	+$2,081 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.

ServiceNow, Inc. Common StockNOW

Stocks (including ADRs) [ST]

Held in: Marjorie IRA

Transaction date: May 5, 2025Filed 1 day later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified May 6, 2025New

Disclosed 1 day after the trade. NOW closed at $195.61 on May 5, 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 tradeMay 6, 2025	May 6, 2025	$193.05	−1.31%	−$105 loss
Day of disclosureMay 6, 2025	May 6, 2025	$193.05	−1.31%	−$105 loss
30 days afterJun 4, 2025	Jun 4, 2025	$40.51	−79.3%	−$6,344 loss
90 days afterAug 4, 2025	Aug 4, 2025	$36.92	−81.1%	−$6,491 loss
Latest closeOct 20, 2026	Oct 20, 2026	$149.54	−23.6%	−$1,884 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.

Starbucks Corporation - Common StockSBUX

Stocks (including ADRs) [ST]

Held in: Marjorie IRA

Transaction date: May 5, 2025Filed 1 day later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified May 6, 2025New

Disclosed 1 day after the trade. SBUX closed at $81.66 on May 5, 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 tradeMay 6, 2025	May 6, 2025	$82.78	+1.37%	+$110 gain
Day of disclosureMay 6, 2025	May 6, 2025	$82.78	+1.37%	+$110 gain
30 days afterJun 4, 2025	Jun 4, 2025	$88.11	+7.90%	+$632 gain
90 days afterAug 4, 2025	Aug 4, 2025	$89.78	+9.94%	+$796 gain
Latest closeOct 20, 2026	Oct 20, 2026	$99.37	+21.7%	+$1,735 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.

Tesla, Inc. - Common StockTSLA

Stocks (including ADRs) [ST]

Held in: Marjorie IRA

Transaction date: May 5, 2025Filed 1 day later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified May 6, 2025New

Disclosed 1 day after the trade. TSLA closed at $280.26 on May 5, 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 tradeMay 6, 2025	May 6, 2025	$275.35	−1.75%	−$140 loss
Day of disclosureMay 6, 2025	May 6, 2025	$275.35	−1.75%	−$140 loss
30 days afterJun 4, 2025	Jun 4, 2025	$332.05	+18.5%	+$1,479 gain
90 days afterAug 4, 2025	Aug 4, 2025	$309.26	+10.3%	+$828 gain
Latest closeOct 20, 2026	Oct 20, 2026	$373.71	+33.3%	+$2,668 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.

The Hershey Company Common StockHSY

Stocks (including ADRs) [ST]

Held in: Marjorie IRA

Transaction date: May 5, 2025Filed 1 day later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified May 6, 2025New

Disclosed 1 day after the trade. HSY closed at $166.66 on May 5, 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 tradeMay 6, 2025	May 6, 2025	$170.01	+2.01%	+$161 gain
Day of disclosureMay 6, 2025	May 6, 2025	$170.01	+2.01%	+$161 gain
30 days afterJun 4, 2025	Jun 4, 2025	$161.48	−3.11%	−$249 loss
90 days afterAug 4, 2025	Aug 4, 2025	$190.41	+14.3%	+$1,140 gain
Latest closeOct 20, 2026	Oct 20, 2026	$169.58	+1.75%	+$140 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.

United Parcel Service, Inc. Common StockUPS

Stocks (including ADRs) [ST]

Held in: Marjorie IRA

Transaction date: May 5, 2025Filed 1 day later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified May 6, 2025New

Disclosed 1 day after the trade. UPS closed at $95.56 on May 5, 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 tradeMay 6, 2025	May 6, 2025	$93.81	−1.83%	−$147 loss
Day of disclosureMay 6, 2025	May 6, 2025	$93.81	−1.83%	−$147 loss
30 days afterJun 4, 2025	Jun 4, 2025	$98.55	+3.13%	+$250 gain
90 days afterAug 4, 2025	Aug 4, 2025	$85.02	−11.0%	−$882 loss
Latest closeOct 20, 2026	Oct 20, 2026	$98.52	+3.10%	+$248 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.

Visa Inc.V

Stocks (including ADRs) [ST]

Held in: Marjorie IRA

Transaction date: May 5, 2025Filed 1 day later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified May 6, 2025New

Disclosed 1 day after the trade. V closed at $348.64 on May 5, 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 tradeMay 6, 2025	May 6, 2025	$347.70	−0.27%	−$22 loss
Day of disclosureMay 6, 2025	May 6, 2025	$347.70	−0.27%	−$22 loss
30 days afterJun 4, 2025	Jun 4, 2025	$368.00	+5.55%	+$444 gain
90 days afterAug 4, 2025	Aug 4, 2025	$342.15	−1.86%	−$149 loss
Latest closeOct 20, 2026	Oct 20, 2026	$406.57	+16.6%	+$1,329 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.

Walmart Inc. Common StockWMT

Stocks (including ADRs) [ST]

Held in: Marjorie IRA

Transaction date: May 5, 2025Filed 1 day later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified May 6, 2025New

Disclosed 1 day after the trade. WMT closed at $99.33 on May 5, 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 tradeMay 6, 2025	May 6, 2025	$98.55	−0.79%	−$63 loss
Day of disclosureMay 6, 2025	May 6, 2025	$98.55	−0.79%	−$63 loss
30 days afterJun 4, 2025	Jun 4, 2025	$99.35	+0.02%	+$2 gain
90 days afterAug 4, 2025	Aug 4, 2025	$99.59	+0.26%	+$21 gain
Latest closeOct 20, 2026	Oct 20, 2026	$117.85	+18.6%	+$1,492 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

May 5, 2025Filed 1 day later

Member

AbbVie Inc. Common StockABBVStocks (including ADRs) [ST]Held in: Marjorie IRA

Purchase

$1,001 - $15,000

Notified May 6, 2025New

Disclosed 1 day after the trade. ABBV closed at $196.07 on May 5, 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 tradeMay 6, 2025	May 6, 2025	$187.15	−4.55%	−$364 loss
Day of disclosureMay 6, 2025	May 6, 2025	$187.15	−4.55%	−$364 loss
30 days afterJun 4, 2025	Jun 4, 2025	$187.34	−4.45%	−$356 loss
90 days afterAug 4, 2025	Aug 4, 2025	$197.19	+0.57%	+$46 gain
Latest closeOct 20, 2026	Oct 20, 2026	$289.08	+47.4%	+$3,795 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.

May 5, 2025Filed 1 day later

Member

Adobe Inc. - Common StockADBEStocks (including ADRs) [ST]Held in: Marjorie IRA

Purchase

$1,001 - $15,000

Notified May 6, 2025New

Disclosed 1 day after the trade. ADBE closed at $381.06 on May 5, 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 tradeMay 6, 2025	May 6, 2025	$382.98	+0.50%	+$40 gain
Day of disclosureMay 6, 2025	May 6, 2025	$382.98	+0.50%	+$40 gain
30 days afterJun 4, 2025	Jun 4, 2025	$413.91	+8.62%	+$690 gain
90 days afterAug 4, 2025	Aug 4, 2025	$338.85	−11.1%	−$886 loss
Latest closeOct 20, 2026	Oct 20, 2026	$256.73	−32.6%	−$2,611 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.

May 5, 2025Filed 1 day later

Member

Advanced Micro Devices, Inc.AMDStocks (including ADRs) [ST]Held in: Marjorie IRA

Purchase

$1,001 - $15,000

Notified May 6, 2025New

Disclosed 1 day after the trade. AMD closed at $100.59 on May 5, 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 tradeMay 6, 2025	May 6, 2025	$98.62	−1.96%	−$157 loss
Day of disclosureMay 6, 2025	May 6, 2025	$98.62	−1.96%	−$157 loss
30 days afterJun 4, 2025	Jun 4, 2025	$118.58	+17.9%	+$1,431 gain
90 days afterAug 4, 2025	Aug 4, 2025	$176.78	+75.7%	+$6,060 gain
Latest closeOct 20, 2026	Oct 20, 2026	$534.74	+431.6%	+$34,533 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.

May 5, 2025Filed 1 day later

Member

Alphabet Inc. - Class C Capital StockGOOGStocks (including ADRs) [ST]Held in: Marjorie IRA

Purchase

$1,001 - $15,000

Notified May 6, 2025New

Disclosed 1 day after the trade. GOOG closed at $166.05 on May 5, 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 tradeMay 6, 2025	May 6, 2025	$165.20	−0.51%	−$41 loss
Day of disclosureMay 6, 2025	May 6, 2025	$165.20	−0.51%	−$41 loss
30 days afterJun 4, 2025	Jun 4, 2025	$169.39	+2.01%	+$161 gain
90 days afterAug 4, 2025	Aug 4, 2025	$195.75	+17.9%	+$1,431 gain
Latest closeOct 20, 2026	Oct 20, 2026	$336.40	+102.6%	+$8,208 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.

May 5, 2025Filed 1 day later

Member

Amazon.com, Inc. - Common StockAMZNStocks (including ADRs) [ST]Held in: Marjorie IRA

Purchase

$1,001 - $15,000

Notified May 6, 2025New

Disclosed 1 day after the trade. AMZN closed at $186.35 on May 5, 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 tradeMay 6, 2025	May 6, 2025	$185.01	−0.72%	−$58 loss
Day of disclosureMay 6, 2025	May 6, 2025	$185.01	−0.72%	−$58 loss
30 days afterJun 4, 2025	Jun 4, 2025	$207.23	+11.2%	+$896 gain
90 days afterAug 4, 2025	Aug 4, 2025	$211.65	+13.6%	+$1,086 gain
Latest closeOct 20, 2026	Oct 20, 2026	$262.63	+40.9%	+$3,275 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.

May 5, 2025Filed 1 day later

Member

American Express Company Common StockAXPStocks (including ADRs) [ST]Held in: Marjorie IRA

Purchase

$1,001 - $15,000

Notified May 6, 2025New

Disclosed 1 day after the trade. AXP closed at $278.03 on May 5, 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 tradeMay 6, 2025	May 6, 2025	$275.37	−0.96%	−$77 loss
Day of disclosureMay 6, 2025	May 6, 2025	$275.37	−0.96%	−$77 loss
30 days afterJun 4, 2025	Jun 4, 2025	$295.93	+6.44%	+$515 gain
90 days afterAug 4, 2025	Aug 4, 2025	$298.59	+7.39%	+$592 gain
Latest closeOct 20, 2026	Oct 20, 2026	$318.34	+14.5%	+$1,160 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.

May 5, 2025Filed 1 day later

Member

Amgen Inc. - Common StockAMGNStocks (including ADRs) [ST]Held in: Marjorie IRA

Purchase

$1,001 - $15,000

Notified May 6, 2025New

Disclosed 1 day after the trade. AMGN closed at $280.06 on May 5, 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 tradeMay 6, 2025	May 6, 2025	$270.44	−3.43%	−$275 loss
Day of disclosureMay 6, 2025	May 6, 2025	$270.44	−3.43%	−$275 loss
30 days afterJun 4, 2025	Jun 4, 2025	$287.01	+2.48%	+$199 gain
90 days afterAug 4, 2025	Aug 4, 2025	$301.94	+7.81%	+$625 gain
Latest closeOct 20, 2026	Oct 20, 2026	$438.94	+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.

May 5, 2025Filed 1 day later

Member

Apple Inc. - Common StockAAPLStocks (including ADRs) [ST]Held in: Marjorie IRA

Purchase

$1,001 - $15,000

Notified May 6, 2025New

Disclosed 1 day after the trade. AAPL closed at $198.89 on May 5, 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 tradeMay 6, 2025	May 6, 2025	$198.51	−0.19%	−$15 loss
Day of disclosureMay 6, 2025	May 6, 2025	$198.51	−0.19%	−$15 loss
30 days afterJun 4, 2025	Jun 4, 2025	$202.82	+1.98%	+$158 gain
90 days afterAug 4, 2025	Aug 4, 2025	$203.35	+2.24%	+$179 gain
Latest closeOct 20, 2026	Oct 20, 2026	$339.50	+70.7%	+$5,656 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.

May 5, 2025Filed 1 day later

Member

Applied Materials, Inc. - Common StockAMATStocks (including ADRs) [ST]Held in: Marjorie IRA

Purchase

$1,001 - $15,000

Notified May 6, 2025New

Disclosed 1 day after the trade. AMAT closed at $154.61 on May 5, 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 tradeMay 6, 2025	May 6, 2025	$153.03	−1.02%	−$82 loss
Day of disclosureMay 6, 2025	May 6, 2025	$153.03	−1.02%	−$82 loss
30 days afterJun 4, 2025	Jun 4, 2025	$161.93	+4.73%	+$379 gain
90 days afterAug 4, 2025	Aug 4, 2025	$182.82	+18.2%	+$1,460 gain
Latest closeOct 20, 2026	Oct 20, 2026	$404.98	+161.9%	+$12,957 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.

May 5, 2025Filed 1 day later

Member

Bank of America Corporation Common StockBACStocks (including ADRs) [ST]Held in: Marjorie IRA

Purchase

$1,001 - $15,000

Notified May 6, 2025New

Disclosed 1 day after the trade. BAC closed at $41.12 on May 5, 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 tradeMay 6, 2025	May 6, 2025	$40.84	−0.68%	−$54 loss
Day of disclosureMay 6, 2025	May 6, 2025	$40.84	−0.68%	−$54 loss
30 days afterJun 4, 2025	Jun 4, 2025	$44.36	+7.88%	+$630 gain
90 days afterAug 4, 2025	Aug 4, 2025	$45.85	+11.5%	+$920 gain
Latest closeOct 20, 2026	Oct 20, 2026	$50.64	+23.2%	+$1,852 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.

May 5, 2025Filed 1 day later

Member

Berkshire Hathaway Inc. New Common StockBRK.BStocks (including ADRs) [ST]Held in: Marjorie IRA

Purchase

$1,001 - $15,000

Notified May 6, 2025New

No prices found

May 5, 2025Filed 1 day later

Member

BHP Group Limited American Depositary SharesBHPStocks (including ADRs) [ST]Held in: Marjorie IRA

Purchase

$1,001 - $15,000

Notified May 6, 2025New

Disclosed 1 day after the trade. BHP closed at $48.62 on May 5, 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 tradeMay 6, 2025	May 6, 2025	$48.83	+0.43%	+$35 gain
Day of disclosureMay 6, 2025	May 6, 2025	$48.83	+0.43%	+$35 gain
30 days afterJun 4, 2025	Jun 4, 2025	$49.10	+0.99%	+$79 gain
90 days afterAug 4, 2025	Aug 4, 2025	$51.63	+6.19%	+$495 gain
Latest closeOct 20, 2026	Oct 20, 2026	$81.87	+68.4%	+$5,472 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.

May 5, 2025Filed 1 day later

Member

Blackstone Inc. Common StockBXStocks (including ADRs) [ST]Held in: Marjorie IRA

Purchase

$1,001 - $15,000

Notified May 6, 2025New

Disclosed 1 day after the trade. BX closed at $136.11 on May 5, 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 tradeMay 6, 2025	May 6, 2025	$134.00	−1.55%	−$124 loss
Day of disclosureMay 6, 2025	May 6, 2025	$134.00	−1.55%	−$124 loss
30 days afterJun 4, 2025	Jun 4, 2025	$138.76	+1.95%	+$156 gain
90 days afterAug 4, 2025	Aug 4, 2025	$170.50	+25.3%	+$2,022 gain
Latest closeOct 20, 2026	Oct 20, 2026	$110.34	−18.9%	−$1,515 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.

May 5, 2025Filed 1 day later

Member

Boeing CompanyBAStocks (including ADRs) [ST]Held in: Marjorie IRA

Purchase

$1,001 - $15,000

Notified May 6, 2025New

Disclosed 1 day after the trade. BA closed at $186.46 on May 5, 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 tradeMay 6, 2025	May 6, 2025	$185.96	−0.27%	−$21 loss
Day of disclosureMay 6, 2025	May 6, 2025	$185.96	−0.27%	−$21 loss
30 days afterJun 4, 2025	Jun 4, 2025	$211.98	+13.7%	+$1,095 gain
90 days afterAug 4, 2025	Aug 4, 2025	$222.34	+19.2%	+$1,540 gain
Latest closeOct 20, 2026	Oct 20, 2026	$190.47	+2.15%	+$172 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.

May 5, 2025Filed 1 day later

Member

BP p.l.c. Common StockBPStocks (including ADRs) [ST]Held in: Marjorie IRA

Purchase

$1,001 - $15,000

Notified May 6, 2025New

Disclosed 1 day after the trade. BP closed at $29.18 on May 5, 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 tradeMay 6, 2025	May 6, 2025	$28.40	−2.67%	−$214 loss
Day of disclosureMay 6, 2025	May 6, 2025	$28.40	−2.67%	−$214 loss
30 days afterJun 4, 2025	Jun 4, 2025	$28.92	−0.89%	−$71 loss
90 days afterAug 4, 2025	Aug 4, 2025	$32.49	+11.3%	+$908 gain
Latest closeOct 20, 2026	Oct 20, 2026	$49.39	+69.3%	+$5,541 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.

May 5, 2025Filed 1 day later

Member

Broadcom Inc. - Common StockAVGOStocks (including ADRs) [ST]Held in: Marjorie IRA

Purchase

$1,001 - $15,000

Notified May 6, 2025New

Disclosed 1 day after the trade. AVGO closed at $200.72 on May 5, 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 tradeMay 6, 2025	May 6, 2025	$200.09	−0.31%	−$25 loss
Day of disclosureMay 6, 2025	May 6, 2025	$200.09	−0.31%	−$25 loss
30 days afterJun 4, 2025	Jun 4, 2025	$261.08	+30.1%	+$2,406 gain
90 days afterAug 4, 2025	Aug 4, 2025	$297.72	+48.3%	+$3,867 gain
Latest closeOct 20, 2026	Oct 20, 2026	$334.37	+66.6%	+$5,327 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.

May 5, 2025Filed 1 day later

Member

Cardinal Health, Inc. Common StockCAHStocks (including ADRs) [ST]Held in: Marjorie IRA

Purchase

$1,001 - $15,000

Notified May 6, 2025New

Disclosed 1 day after the trade. CAH closed at $151.99 on May 5, 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 tradeMay 6, 2025	May 6, 2025	$151.69	−0.20%	−$16 loss
Day of disclosureMay 6, 2025	May 6, 2025	$151.69	−0.20%	−$16 loss
30 days afterJun 4, 2025	Jun 4, 2025	$154.07	+1.37%	+$109 gain
90 days afterAug 4, 2025	Aug 4, 2025	$158.62	+4.36%	+$349 gain
Latest closeOct 20, 2026	Oct 20, 2026	$257.55	+69.5%	+$5,557 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.

May 5, 2025Filed 1 day later

Member

Caterpillar, Inc. Common StockCATStocks (including ADRs) [ST]Held in: Marjorie IRA

Purchase

$1,001 - $15,000

Notified May 6, 2025New

Disclosed 1 day after the trade. CAT closed at $323.11 on May 5, 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 tradeMay 6, 2025	May 6, 2025	$320.89	−0.69%	−$55 loss
Day of disclosureMay 6, 2025	May 6, 2025	$320.89	−0.69%	−$55 loss
30 days afterJun 4, 2025	Jun 4, 2025	$349.33	+8.11%	+$649 gain
90 days afterAug 4, 2025	Aug 4, 2025	$433.70	+34.2%	+$2,738 gain
Latest closeOct 20, 2026	Oct 20, 2026	$725.24	+124.5%	+$9,958 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.

May 5, 2025Filed 1 day later

Member

Charles Schwab CorporationSCHWStocks (including ADRs) [ST]

Purchase

$1,001 - $15,000

Notified May 6, 2025New

Disclosed 1 day after the trade. SCHW closed at $83.37 on May 5, 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 tradeMay 6, 2025	May 6, 2025	$82.83	−0.65%	−$52 loss
Day of disclosureMay 6, 2025	May 6, 2025	$82.83	−0.65%	−$52 loss
30 days afterJun 4, 2025	Jun 4, 2025	$87.48	+4.93%	+$394 gain
90 days afterAug 4, 2025	Aug 4, 2025	$97.10	+16.5%	+$1,318 gain
Latest closeOct 20, 2026	Oct 20, 2026	$90.89	+9.02%	+$722 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.

May 5, 2025Filed 1 day later

Member

Chevron Corporation Common StockCVXStocks (including ADRs) [ST]Held in: Marjorie IRA

Purchase

$1,001 - $15,000

Notified May 6, 2025New

Disclosed 1 day after the trade. CVX closed at $135.50 on May 5, 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 tradeMay 6, 2025	May 6, 2025	$135.60	+0.07%	+$6 gain
Day of disclosureMay 6, 2025	May 6, 2025	$135.60	+0.07%	+$6 gain
30 days afterJun 4, 2025	Jun 4, 2025	$137.37	+1.38%	+$110 gain
90 days afterAug 4, 2025	Aug 4, 2025	$151.04	+11.5%	+$918 gain
Latest closeOct 20, 2026	Oct 20, 2026	$225.71	+66.6%	+$5,327 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.

May 5, 2025Filed 1 day later

Member

Corning Incorporated Common StockGLWStocks (including ADRs) [ST]Held in: Marjorie IRA

Purchase

$1,001 - $15,000

Notified May 6, 2025New

Disclosed 1 day after the trade. GLW closed at $45.41 on May 5, 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 tradeMay 6, 2025	May 6, 2025	$44.76	−1.43%	−$115 loss
Day of disclosureMay 6, 2025	May 6, 2025	$44.76	−1.43%	−$115 loss
30 days afterJun 4, 2025	Jun 4, 2025	$50.76	+11.8%	+$943 gain
90 days afterAug 4, 2025	Aug 4, 2025	$63.49	+39.8%	+$3,186 gain
Latest closeOct 20, 2026	Oct 20, 2026	$132.26	+191.3%	+$15,303 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.

May 5, 2025Filed 1 day later

Member

Cummins Inc. Common StockCMIStocks (including ADRs) [ST]Held in: Marjorie IRA

Purchase

$1,001 - $15,000

Notified May 6, 2025New

Disclosed 1 day after the trade. CMI closed at $302.30 on May 5, 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 tradeMay 6, 2025	May 6, 2025	$298.34	−1.31%	−$105 loss
Day of disclosureMay 6, 2025	May 6, 2025	$298.34	−1.31%	−$105 loss
30 days afterJun 4, 2025	Jun 4, 2025	$322.83	+6.79%	+$543 gain
90 days afterAug 4, 2025	Aug 4, 2025	$361.59	+19.6%	+$1,569 gain
Latest closeOct 20, 2026	Oct 20, 2026	$536.22	+77.4%	+$6,191 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.

May 5, 2025Filed 1 day later

Member

Dell Technologies Inc. Class C Common StockDELLStocks (including ADRs) [ST]Held in: Marjorie IRA

Purchase

$1,001 - $15,000

Notified May 6, 2025New

Disclosed 1 day after the trade. DELL closed at $94.36 on May 5, 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 tradeMay 6, 2025	May 6, 2025	$93.95	−0.43%	−$35 loss
Day of disclosureMay 6, 2025	May 6, 2025	$93.95	−0.43%	−$35 loss
30 days afterJun 4, 2025	Jun 4, 2025	$112.70	+19.4%	+$1,555 gain
90 days afterAug 4, 2025	Aug 4, 2025	$130.23	+38.0%	+$3,041 gain
Latest closeOct 20, 2026	Oct 20, 2026	$461.56	+389.1%	+$31,136 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.

May 5, 2025Filed 1 day later

Member

Devon Energy Corporation Common StockDVNStocks (including ADRs) [ST]Held in: Marjorie IRA

Purchase

$1,001 - $15,000

Notified May 6, 2025New

Disclosed 1 day after the trade. DVN closed at $30.62 on May 5, 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 tradeMay 6, 2025	May 6, 2025	$30.59	−0.10%	−$8 loss
Day of disclosureMay 6, 2025	May 6, 2025	$30.59	−0.10%	−$8 loss
30 days afterJun 4, 2025	Jun 4, 2025	$31.56	+3.07%	+$246 gain
90 days afterAug 4, 2025	Aug 4, 2025	$31.94	+4.31%	+$345 gain
Latest closeOct 20, 2026	Oct 20, 2026	$50.38	+64.5%	+$5,163 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.

May 5, 2025Filed 1 day later

Member

Digital Realty Trust, Inc. Common StockDLRStocks (including ADRs) [ST]Held in: Marjorie IRA

Purchase

$1,001 - $15,000

Notified May 6, 2025New

Disclosed 1 day after the trade. DLR closed at $166.64 on May 5, 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 tradeMay 6, 2025	May 6, 2025	$166.63	−0.01%	−$0 loss
Day of disclosureMay 6, 2025	May 6, 2025	$166.63	−0.01%	−$0 loss
30 days afterJun 4, 2025	Jun 4, 2025	$176.00	+5.62%	+$449 gain
90 days afterAug 4, 2025	Aug 4, 2025	$172.91	+3.76%	+$301 gain
Latest closeOct 20, 2026	Oct 20, 2026	$175.31	+5.20%	+$416 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.

May 5, 2025Filed 1 day later

Member

Duke Energy CorporationDUKStocks (including ADRs) [ST]Held in: Marjorie IRA

Purchase

$1,001 - $15,000

Notified May 6, 2025New

Disclosed 1 day after the trade. DUK closed at $120.75 on May 5, 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 tradeMay 6, 2025	May 6, 2025	$122.94	+1.81%	+$145 gain
Day of disclosureMay 6, 2025	May 6, 2025	$122.94	+1.81%	+$145 gain
30 days afterJun 4, 2025	Jun 4, 2025	$115.98	−3.95%	−$316 loss
90 days afterAug 4, 2025	Aug 4, 2025	$124.17	+2.83%	+$227 gain
Latest closeOct 20, 2026	Oct 20, 2026	$121.33	+0.48%	+$38 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.

May 5, 2025Filed 1 day later

Member

Eli Lilly and Company Common StockLLYStocks (including ADRs) [ST]Held in: Marjorie IRA

Purchase

$1,001 - $15,000

Notified May 6, 2025New

Disclosed 1 day after the trade. LLY closed at $821.46 on May 5, 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 tradeMay 6, 2025	May 6, 2025	$775.12	−5.64%	−$451 loss
Day of disclosureMay 6, 2025	May 6, 2025	$775.12	−5.64%	−$451 loss
30 days afterJun 4, 2025	Jun 4, 2025	$765.84	−6.77%	−$542 loss
90 days afterAug 4, 2025	Aug 4, 2025	$769.00	−6.39%	−$511 loss
Latest closeOct 20, 2026	Oct 20, 2026	$1,283.66	+56.3%	+$4,502 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.

May 5, 2025Filed 1 day later

Member

FedEx Corporation Common StockFDXStocks (including ADRs) [ST]Held in: Marjorie IRA

Purchase

$1,001 - $15,000

Notified May 6, 2025New

Disclosed 1 day after the trade. FDX closed at $174.85 on May 5, 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 tradeMay 6, 2025	May 6, 2025	$171.97	−1.65%	−$132 loss
Day of disclosureMay 6, 2025	May 6, 2025	$171.97	−1.65%	−$132 loss
30 days afterJun 4, 2025	Jun 4, 2025	$176.38	+0.88%	+$70 gain
90 days afterAug 4, 2025	Aug 4, 2025	$175.25	+0.23%	+$18 gain
Latest closeOct 20, 2026	Oct 20, 2026	$298.76	+70.9%	+$5,670 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.

May 5, 2025Filed 1 day later

Member

Frontline Plc Ordinary SharesFROStocks (including ADRs) [ST]Held in: Marjorie IRA

Purchase

$1,001 - $15,000

Notified May 6, 2025New

Disclosed 1 day after the trade. FRO closed at $17.79 on May 5, 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 tradeMay 6, 2025	May 6, 2025	$17.57	−1.24%	−$99 loss
Day of disclosureMay 6, 2025	May 6, 2025	$17.57	−1.24%	−$99 loss
30 days afterJun 4, 2025	Jun 4, 2025	$18.16	+2.08%	+$166 gain
90 days afterAug 4, 2025	Aug 4, 2025	$19.23	+8.09%	+$648 gain
Latest closeOct 20, 2026	Oct 20, 2026	$50.32	+182.9%	+$14,630 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.

May 5, 2025Filed 1 day later

Member

Gilead Sciences, Inc. - Common StockGILDStocks (including ADRs) [ST]Held in: Marjorie IRA

Purchase

$1,001 - $15,000

Notified May 6, 2025New

Disclosed 1 day after the trade. GILD closed at $102.81 on May 5, 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 tradeMay 6, 2025	May 6, 2025	$97.88	−4.80%	−$384 loss
Day of disclosureMay 6, 2025	May 6, 2025	$97.88	−4.80%	−$384 loss
30 days afterJun 4, 2025	Jun 4, 2025	$109.02	+6.04%	+$483 gain
90 days afterAug 4, 2025	Aug 4, 2025	$114.51	+11.4%	+$911 gain
Latest closeOct 20, 2026	Oct 20, 2026	$156.51	+52.2%	+$4,179 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.

May 5, 2025Filed 1 day later

Member

Gilead Sciences, Inc. - Common StockGILDStocks (including ADRs) [ST]

Purchase

$1,001 - $15,000

Notified May 6, 2025New

Disclosed 1 day after the trade. GILD closed at $102.81 on May 5, 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 tradeMay 6, 2025	May 6, 2025	$97.88	−4.80%	−$384 loss
Day of disclosureMay 6, 2025	May 6, 2025	$97.88	−4.80%	−$384 loss
30 days afterJun 4, 2025	Jun 4, 2025	$109.02	+6.04%	+$483 gain
90 days afterAug 4, 2025	Aug 4, 2025	$114.51	+11.4%	+$911 gain
Latest closeOct 20, 2026	Oct 20, 2026	$156.51	+52.2%	+$4,179 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.

May 5, 2025Filed 1 day later

Member

Goldman Sachs Group, Inc.GSStocks (including ADRs) [ST]Held in: Marjorie IRA

Purchase

$1,001 - $15,000

Notified May 6, 2025New

Disclosed 1 day after the trade. GS closed at $559.56 on May 5, 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 tradeMay 6, 2025	May 6, 2025	$549.36	−1.82%	−$146 loss
Day of disclosureMay 6, 2025	May 6, 2025	$549.36	−1.82%	−$146 loss
30 days afterJun 4, 2025	Jun 4, 2025	$599.21	+7.09%	+$567 gain
90 days afterAug 4, 2025	Aug 4, 2025	$726.03	+29.8%	+$2,380 gain
Latest closeOct 20, 2026	Oct 20, 2026	$884.81	+58.1%	+$4,651 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.

May 5, 2025Filed 1 day later

Member

Home Depot, Inc.HDStocks (including ADRs) [ST]Held in: Marjorie IRA

Purchase

$1,001 - $15,000

Notified May 6, 2025New

Disclosed 1 day after the trade. HD closed at $361.73 on May 5, 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 tradeMay 6, 2025	May 6, 2025	$359.38	−0.65%	−$52 loss
Day of disclosureMay 6, 2025	May 6, 2025	$359.38	−0.65%	−$52 loss
30 days afterJun 4, 2025	Jun 4, 2025	$372.40	+2.95%	+$236 gain
90 days afterAug 4, 2025	Aug 4, 2025	$380.82	+5.28%	+$422 gain
Latest closeOct 20, 2026	Oct 20, 2026	$315.11	−12.9%	−$1,031 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.

May 5, 2025Filed 1 day later

Member

Impinj, Inc. - Common StockPIStocks (including ADRs) [ST]

Purchase

$1,001 - $15,000

Notified May 6, 2025New

Disclosed 1 day after the trade. PI closed at $98.46 on May 5, 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 tradeMay 6, 2025	May 6, 2025	$96.51	−1.98%	−$158 loss
Day of disclosureMay 6, 2025	May 6, 2025	$96.51	−1.98%	−$158 loss
30 days afterJun 4, 2025	Jun 4, 2025	$117.67	+19.5%	+$1,561 gain
90 days afterAug 4, 2025	Aug 4, 2025	$164.05	+66.6%	+$5,330 gain
Latest closeOct 20, 2026	Oct 20, 2026	$177.84	+80.6%	+$6,451 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.

May 5, 2025Filed 1 day later

Member

Intel Corporation - Common StockINTCStocks (including ADRs) [ST]Held in: Marjorie IRA

Purchase

$1,001 - $15,000

Notified May 6, 2025New

Disclosed 1 day after the trade. INTC closed at $20.27 on May 5, 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 tradeMay 6, 2025	May 6, 2025	$19.94	−1.63%	−$130 loss
Day of disclosureMay 6, 2025	May 6, 2025	$19.94	−1.63%	−$130 loss
30 days afterJun 4, 2025	Jun 4, 2025	$20.25	−0.10%	−$8 loss
90 days afterAug 4, 2025	Aug 4, 2025	$19.50	−3.80%	−$304 loss
Latest closeOct 20, 2026	Oct 20, 2026	$91.69	+352.3%	+$28,191 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.

May 5, 2025Filed 1 day later

Member

Johnson & Johnson Common StockJNJStocks (including ADRs) [ST]Held in: Marjorie IRA

Purchase

$1,001 - $15,000

Notified May 6, 2025New

Disclosed 1 day after the trade. JNJ closed at $155.00 on May 5, 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 tradeMay 6, 2025	May 6, 2025	$154.47	−0.34%	−$27 loss
Day of disclosureMay 6, 2025	May 6, 2025	$154.47	−0.34%	−$27 loss
30 days afterJun 4, 2025	Jun 4, 2025	$153.22	−1.15%	−$92 loss
90 days afterAug 4, 2025	Aug 4, 2025	$171.04	+10.3%	+$828 gain
Latest closeOct 20, 2026	Oct 20, 2026	$259.36	+67.3%	+$5,387 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.

May 5, 2025Filed 1 day later

Member

JP Morgan Chase & Co. Common StockJPMStocks (including ADRs) [ST]Held in: Marjorie IRA

Purchase

$1,001 - $15,000

Notified May 6, 2025New

Disclosed 1 day after the trade. JPM closed at $252.56 on May 5, 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 tradeMay 6, 2025	May 6, 2025	$249.25	−1.31%	−$105 loss
Day of disclosureMay 6, 2025	May 6, 2025	$249.25	−1.31%	−$105 loss
30 days afterJun 4, 2025	Jun 4, 2025	$264.22	+4.62%	+$369 gain
90 days afterAug 4, 2025	Aug 4, 2025	$294.26	+16.5%	+$1,321 gain
Latest closeOct 20, 2026	Oct 20, 2026	$335.26	+32.7%	+$2,620 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.

May 5, 2025Filed 1 day later

Member

Kinder Morgan, Inc. Common StockKMIStocks (including ADRs) [ST]Held in: Marjorie IRA

Purchase

$1,001 - $15,000

Notified May 6, 2025New

Disclosed 1 day after the trade. KMI closed at $26.87 on May 5, 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 tradeMay 6, 2025	May 6, 2025	$27.21	+1.27%	+$101 gain
Day of disclosureMay 6, 2025	May 6, 2025	$27.21	+1.27%	+$101 gain
30 days afterJun 4, 2025	Jun 4, 2025	$28.03	+4.32%	+$345 gain
90 days afterAug 4, 2025	Aug 4, 2025	$28.28	+5.25%	+$420 gain
Latest closeOct 20, 2026	Oct 20, 2026	$33.57	+24.9%	+$1,995 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.

May 5, 2025Filed 1 day later

Member

MercadoLibre, Inc. - Common StockMELIStocks (including ADRs) [ST]Held in: Marjorie 401K

Purchase

$1,001 - $15,000

Notified May 6, 2025New

Disclosed 1 day after the trade. MELI closed at $2,246.54 on May 5, 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 tradeMay 6, 2025	May 6, 2025	$2,229.00	−0.78%	−$62 loss
Day of disclosureMay 6, 2025	May 6, 2025	$2,229.00	−0.78%	−$62 loss
30 days afterJun 4, 2025	Jun 4, 2025	$2,573.96	+14.6%	+$1,166 gain
90 days afterAug 4, 2025	Aug 4, 2025	$2,395.83	+6.65%	+$532 gain
Latest closeOct 20, 2026	Oct 20, 2026	$1,879.50	−16.3%	−$1,307 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.

May 5, 2025Filed 1 day later

Member

Merck & Company, Inc. Common StockMRKStocks (including ADRs) [ST]Held in: Marjorie IRA

Purchase

$1,001 - $15,000

Notified May 6, 2025New

Disclosed 1 day after the trade. MRK closed at $82.84 on May 5, 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 tradeMay 6, 2025	May 6, 2025	$79.04	−4.59%	−$367 loss
Day of disclosureMay 6, 2025	May 6, 2025	$79.04	−4.59%	−$367 loss
30 days afterJun 4, 2025	Jun 4, 2025	$78.27	−5.52%	−$441 loss
90 days afterAug 4, 2025	Aug 4, 2025	$79.86	−3.60%	−$288 loss
Latest closeOct 20, 2026	Oct 20, 2026	$148.30	+79.0%	+$6,322 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.

May 5, 2025Filed 1 day later

Member

Meta Platforms, Inc. - Class A Common StockMETAStocks (including ADRs) [ST]Held in: Marjorie IRA

Purchase

$1,001 - $15,000

Notified May 6, 2025New

Disclosed 1 day after the trade. META closed at $599.27 on May 5, 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 tradeMay 6, 2025	May 6, 2025	$587.31	−2.00%	−$160 loss
Day of disclosureMay 6, 2025	May 6, 2025	$587.31	−2.00%	−$160 loss
30 days afterJun 4, 2025	Jun 4, 2025	$687.95	+14.8%	+$1,184 gain
90 days afterAug 4, 2025	Aug 4, 2025	$776.37	+29.6%	+$2,365 gain
Latest closeOct 20, 2026	Oct 20, 2026	$694.25	+15.8%	+$1,268 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.

May 5, 2025Filed 1 day later

Member

Microsoft Corporation - Common StockMSFTStocks (including ADRs) [ST]Held in: Marjorie IRA

Purchase

$1,001 - $15,000

Notified May 6, 2025New

Disclosed 1 day after the trade. MSFT closed at $436.17 on May 5, 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 tradeMay 6, 2025	May 6, 2025	$433.31	−0.66%	−$52 loss
Day of disclosureMay 6, 2025	May 6, 2025	$433.31	−0.66%	−$52 loss
30 days afterJun 4, 2025	Jun 4, 2025	$463.87	+6.35%	+$508 gain
90 days afterAug 4, 2025	Aug 4, 2025	$535.64	+22.8%	+$1,825 gain
Latest closeOct 20, 2026	Oct 20, 2026	$531.87	+21.9%	+$1,755 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.

May 5, 2025Filed 1 day later

Member

Morgan Stanley Common StockMSStocks (including ADRs) [ST]Held in: Marjorie IRA

Purchase

$1,001 - $15,000

Notified May 6, 2025New

Disclosed 1 day after the trade. MS closed at $119.60 on May 5, 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 tradeMay 6, 2025	May 6, 2025	$118.33	−1.06%	−$85 loss
Day of disclosureMay 6, 2025	May 6, 2025	$118.33	−1.06%	−$85 loss
30 days afterJun 4, 2025	Jun 4, 2025	$128.16	+7.16%	+$573 gain
90 days afterAug 4, 2025	Aug 4, 2025	$141.36	+18.2%	+$1,456 gain
Latest closeOct 20, 2026	Oct 20, 2026	$180.40	+50.8%	+$4,067 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.

May 5, 2025Filed 1 day later

Member

NextEra Energy, Inc. Common StockNEEStocks (including ADRs) [ST]Held in: Marjorie IRA

Purchase

$1,001 - $15,000

Notified May 6, 2025New

Disclosed 1 day after the trade. NEE closed at $66.10 on May 5, 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 tradeMay 6, 2025	May 6, 2025	$66.54	+0.67%	+$53 gain
Day of disclosureMay 6, 2025	May 6, 2025	$66.54	+0.67%	+$53 gain
30 days afterJun 4, 2025	Jun 4, 2025	$69.88	+5.72%	+$458 gain
90 days afterAug 4, 2025	Aug 4, 2025	$70.53	+6.70%	+$536 gain
Latest closeOct 20, 2026	Oct 20, 2026	$78.86	+19.3%	+$1,545 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.

May 5, 2025Filed 1 day later

Member

Norfolk Southern Corporation Common StockNSCStocks (including ADRs) [ST]Held in: Marjorie IRA

Purchase

$1,001 - $15,000

Notified May 6, 2025New

Disclosed 1 day after the trade. NSC closed at $222.28 on May 5, 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 tradeMay 6, 2025	May 6, 2025	$218.63	−1.64%	−$131 loss
Day of disclosureMay 6, 2025	May 6, 2025	$218.63	−1.64%	−$131 loss
30 days afterJun 4, 2025	Jun 4, 2025	$247.40	+11.3%	+$904 gain
90 days afterAug 4, 2025	Aug 4, 2025	$278.12	+25.1%	+$2,010 gain
Latest closeOct 20, 2026	Oct 20, 2026	$325.57	+46.5%	+$3,718 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.

May 5, 2025Filed 1 day later

Member

Norfolk Southern Corporation Common StockNSCStocks (including ADRs) [ST]Held in: Marjorie IRA

Purchase

$1,001 - $15,000

Notified May 6, 2025New

Disclosed 1 day after the trade. NSC closed at $222.28 on May 5, 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 tradeMay 6, 2025	May 6, 2025	$218.63	−1.64%	−$131 loss
Day of disclosureMay 6, 2025	May 6, 2025	$218.63	−1.64%	−$131 loss
30 days afterJun 4, 2025	Jun 4, 2025	$247.40	+11.3%	+$904 gain
90 days afterAug 4, 2025	Aug 4, 2025	$278.12	+25.1%	+$2,010 gain
Latest closeOct 20, 2026	Oct 20, 2026	$325.57	+46.5%	+$3,718 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.

May 5, 2025Filed 1 day later

Member

NVIDIA Corporation - Common StockNVDAStocks (including ADRs) [ST]Held in: Marjorie IRA

Purchase

$1,001 - $15,000

Notified May 6, 2025New

Disclosed 1 day after the trade. NVDA closed at $113.82 on May 5, 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 tradeMay 6, 2025	May 6, 2025	$113.54	−0.25%	−$20 loss
Day of disclosureMay 6, 2025	May 6, 2025	$113.54	−0.25%	−$20 loss
30 days afterJun 4, 2025	Jun 4, 2025	$141.92	+24.7%	+$1,975 gain
90 days afterAug 4, 2025	Aug 4, 2025	$180.00	+58.1%	+$4,652 gain
Latest closeOct 22, 2026	Oct 22, 2026	$212.21	+86.4%	+$6,916 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.

May 5, 2025Filed 1 day later

Member

Occidental Petroleum Corporation Common StockOXYStocks (including ADRs) [ST]Held in: Marjorie IRA

Purchase

$1,001 - $15,000

Notified May 6, 2025New

Disclosed 1 day after the trade. OXY closed at $38.81 on May 5, 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 tradeMay 6, 2025	May 6, 2025	$39.28	+1.21%	+$97 gain
Day of disclosureMay 6, 2025	May 6, 2025	$39.28	+1.21%	+$97 gain
30 days afterJun 4, 2025	Jun 4, 2025	$41.91	+7.99%	+$639 gain
90 days afterAug 4, 2025	Aug 4, 2025	$42.86	+10.4%	+$835 gain
Latest closeOct 20, 2026	Oct 20, 2026	$62.92	+62.1%	+$4,970 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.

May 5, 2025Filed 1 day later

Member

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

Purchase

$1,001 - $15,000

Notified May 6, 2025New

Disclosed 1 day after the trade. OXY closed at $38.81 on May 5, 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 tradeMay 6, 2025	May 6, 2025	$39.28	+1.21%	+$97 gain
Day of disclosureMay 6, 2025	May 6, 2025	$39.28	+1.21%	+$97 gain
30 days afterJun 4, 2025	Jun 4, 2025	$41.91	+7.99%	+$639 gain
90 days afterAug 4, 2025	Aug 4, 2025	$42.86	+10.4%	+$835 gain
Latest closeOct 20, 2026	Oct 20, 2026	$62.92	+62.1%	+$4,970 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.

May 5, 2025Filed 1 day later

Member

Old Dominion Freight Line, Inc. - Common StockODFLStocks (including ADRs) [ST]Held in: Marjorie IRA

Purchase

$1,001 - $15,000

Notified May 6, 2025New

Disclosed 1 day after the trade. ODFL closed at $156.23 on May 5, 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 tradeMay 6, 2025	May 6, 2025	$153.35	−1.84%	−$147 loss
Day of disclosureMay 6, 2025	May 6, 2025	$153.35	−1.84%	−$147 loss
30 days afterJun 4, 2025	Jun 4, 2025	$161.49	+3.37%	+$269 gain
90 days afterAug 4, 2025	Aug 4, 2025	$144.36	−7.60%	−$608 loss
Latest closeOct 20, 2026	Oct 20, 2026	$188.33	+20.5%	+$1,644 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.

May 5, 2025Filed 1 day later

Member

Palo Alto Networks, Inc.PANWStocks (including ADRs) [ST]Held in: Marjorie IRA

Purchase

$1,001 - $15,000

Notified May 6, 2025New

Disclosed 1 day after the trade. PANW closed at $188.13 on May 5, 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 tradeMay 6, 2025	May 6, 2025	$188.69	+0.30%	+$24 gain
Day of disclosureMay 6, 2025	May 6, 2025	$188.69	+0.30%	+$24 gain
30 days afterJun 4, 2025	Jun 4, 2025	$194.07	+3.16%	+$253 gain
90 days afterAug 4, 2025	Aug 4, 2025	$171.00	−9.11%	−$729 loss
Latest closeOct 20, 2026	Oct 20, 2026	$340.28	+80.9%	+$6,471 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.

May 5, 2025Filed 1 day later

Member

Paychex, Inc. - Common StockPAYXStocks (including ADRs) [ST]Held in: Marjorie IRA

Purchase

$1,001 - $15,000

Notified May 6, 2025New

Disclosed 1 day after the trade. PAYX closed at $149.45 on May 5, 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 tradeMay 6, 2025	May 6, 2025	$149.02	−0.29%	−$23 loss
Day of disclosureMay 6, 2025	May 6, 2025	$149.02	−0.29%	−$23 loss
30 days afterJun 4, 2025	Jun 4, 2025	$159.33	+6.61%	+$529 gain
90 days afterAug 4, 2025	Aug 4, 2025	$139.43	−6.70%	−$536 loss
Latest closeOct 20, 2026	Oct 20, 2026	$112.62	−24.6%	−$1,972 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.

May 5, 2025Filed 1 day later

Member

QUALCOMM Incorporated - Common StockQCOMStocks (including ADRs) [ST]Held in: Marjorie IRA

Purchase

$1,001 - $15,000

Notified May 6, 2025New

Disclosed 1 day after the trade. QCOM closed at $139.44 on May 5, 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 tradeMay 6, 2025	May 6, 2025	$139.90	+0.33%	+$26 gain
Day of disclosureMay 6, 2025	May 6, 2025	$139.90	+0.33%	+$26 gain
30 days afterJun 4, 2025	Jun 4, 2025	$149.05	+6.89%	+$551 gain
90 days afterAug 4, 2025	Aug 4, 2025	$147.51	+5.79%	+$463 gain
Latest closeOct 20, 2026	Oct 20, 2026	$175.71	+26.0%	+$2,081 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.

May 5, 2025Filed 1 day later

Member

ServiceNow, Inc. Common StockNOWStocks (including ADRs) [ST]Held in: Marjorie IRA

Purchase

$1,001 - $15,000

Notified May 6, 2025New

Disclosed 1 day after the trade. NOW closed at $195.61 on May 5, 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 tradeMay 6, 2025	May 6, 2025	$193.05	−1.31%	−$105 loss
Day of disclosureMay 6, 2025	May 6, 2025	$193.05	−1.31%	−$105 loss
30 days afterJun 4, 2025	Jun 4, 2025	$40.51	−79.3%	−$6,344 loss
90 days afterAug 4, 2025	Aug 4, 2025	$36.92	−81.1%	−$6,491 loss
Latest closeOct 20, 2026	Oct 20, 2026	$149.54	−23.6%	−$1,884 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.

May 5, 2025Filed 1 day later

Member

Starbucks Corporation - Common StockSBUXStocks (including ADRs) [ST]Held in: Marjorie IRA

Purchase

$1,001 - $15,000

Notified May 6, 2025New

Disclosed 1 day after the trade. SBUX closed at $81.66 on May 5, 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 tradeMay 6, 2025	May 6, 2025	$82.78	+1.37%	+$110 gain
Day of disclosureMay 6, 2025	May 6, 2025	$82.78	+1.37%	+$110 gain
30 days afterJun 4, 2025	Jun 4, 2025	$88.11	+7.90%	+$632 gain
90 days afterAug 4, 2025	Aug 4, 2025	$89.78	+9.94%	+$796 gain
Latest closeOct 20, 2026	Oct 20, 2026	$99.37	+21.7%	+$1,735 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.

May 5, 2025Filed 1 day later

Member

Tesla, Inc. - Common StockTSLAStocks (including ADRs) [ST]Held in: Marjorie IRA

Purchase

$1,001 - $15,000

Notified May 6, 2025New

Disclosed 1 day after the trade. TSLA closed at $280.26 on May 5, 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 tradeMay 6, 2025	May 6, 2025	$275.35	−1.75%	−$140 loss
Day of disclosureMay 6, 2025	May 6, 2025	$275.35	−1.75%	−$140 loss
30 days afterJun 4, 2025	Jun 4, 2025	$332.05	+18.5%	+$1,479 gain
90 days afterAug 4, 2025	Aug 4, 2025	$309.26	+10.3%	+$828 gain
Latest closeOct 20, 2026	Oct 20, 2026	$373.71	+33.3%	+$2,668 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.

May 5, 2025Filed 1 day later

Member

The Hershey Company Common StockHSYStocks (including ADRs) [ST]Held in: Marjorie IRA

Purchase

$1,001 - $15,000

Notified May 6, 2025New

Disclosed 1 day after the trade. HSY closed at $166.66 on May 5, 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 tradeMay 6, 2025	May 6, 2025	$170.01	+2.01%	+$161 gain
Day of disclosureMay 6, 2025	May 6, 2025	$170.01	+2.01%	+$161 gain
30 days afterJun 4, 2025	Jun 4, 2025	$161.48	−3.11%	−$249 loss
90 days afterAug 4, 2025	Aug 4, 2025	$190.41	+14.3%	+$1,140 gain
Latest closeOct 20, 2026	Oct 20, 2026	$169.58	+1.75%	+$140 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.

May 5, 2025Filed 1 day later

Member

United Parcel Service, Inc. Common StockUPSStocks (including ADRs) [ST]Held in: Marjorie IRA

Purchase

$1,001 - $15,000

Notified May 6, 2025New

Disclosed 1 day after the trade. UPS closed at $95.56 on May 5, 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 tradeMay 6, 2025	May 6, 2025	$93.81	−1.83%	−$147 loss
Day of disclosureMay 6, 2025	May 6, 2025	$93.81	−1.83%	−$147 loss
30 days afterJun 4, 2025	Jun 4, 2025	$98.55	+3.13%	+$250 gain
90 days afterAug 4, 2025	Aug 4, 2025	$85.02	−11.0%	−$882 loss
Latest closeOct 20, 2026	Oct 20, 2026	$98.52	+3.10%	+$248 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.

May 5, 2025Filed 1 day later

Member

VANGUARD S&P 500 ETFOther [OT]VANGUARD S&P 500 ETFHeld in: Marjorie IRALocation: US

Purchase

$1,001 - $15,000

Notified May 6, 2025New

No ticker reported

May 5, 2025Filed 1 day later

Member

Visa Inc.VStocks (including ADRs) [ST]Held in: Marjorie IRA

Purchase

$1,001 - $15,000

Notified May 6, 2025New

Disclosed 1 day after the trade. V closed at $348.64 on May 5, 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 tradeMay 6, 2025	May 6, 2025	$347.70	−0.27%	−$22 loss
Day of disclosureMay 6, 2025	May 6, 2025	$347.70	−0.27%	−$22 loss
30 days afterJun 4, 2025	Jun 4, 2025	$368.00	+5.55%	+$444 gain
90 days afterAug 4, 2025	Aug 4, 2025	$342.15	−1.86%	−$149 loss
Latest closeOct 20, 2026	Oct 20, 2026	$406.57	+16.6%	+$1,329 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.

May 5, 2025Filed 1 day later

Member

Walmart Inc. Common StockWMTStocks (including ADRs) [ST]Held in: Marjorie IRA

Purchase

$1,001 - $15,000

Notified May 6, 2025New

Disclosed 1 day after the trade. WMT closed at $99.33 on May 5, 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 tradeMay 6, 2025	May 6, 2025	$98.55	−0.79%	−$63 loss
Day of disclosureMay 6, 2025	May 6, 2025	$98.55	−0.79%	−$63 loss
30 days afterJun 4, 2025	Jun 4, 2025	$99.35	+0.02%	+$2 gain
90 days afterAug 4, 2025	Aug 4, 2025	$99.59	+0.26%	+$21 gain
Latest closeOct 20, 2026	Oct 20, 2026	$117.85	+18.6%	+$1,492 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.

Advanced Micro Devices, Inc.AMD

Stocks (including ADRs) [ST]

Transaction date: Apr 8, 2025Filed 3 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Apr 9, 2025New

Disclosed 3 days after the trade. AMD closed at $78.21 on Apr 8, 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 tradeApr 9, 2025	Apr 9, 2025	$96.84	+23.8%	+$1,906 gain
Day of disclosureApr 11, 2025	Apr 11, 2025	$93.40	+19.4%	+$1,554 gain
30 days afterMay 8, 2025	May 8, 2025	$101.70	+30.0%	+$2,403 gain
90 days afterJul 7, 2025	Jul 7, 2025	$134.80	+72.4%	+$5,789 gain
Latest closeOct 20, 2026	Oct 20, 2026	$534.74	+583.7%	+$46,704 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: Apr 8, 2025Filed 3 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Apr 9, 2025New

Disclosed 3 days after the trade. AMZN closed at $170.66 on Apr 8, 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 tradeApr 9, 2025	Apr 9, 2025	$191.10	+12.0%	+$958 gain
Day of disclosureApr 11, 2025	Apr 11, 2025	$184.87	+8.33%	+$666 gain
30 days afterMay 8, 2025	May 8, 2025	$192.08	+12.6%	+$1,004 gain
90 days afterJul 7, 2025	Jul 7, 2025	$223.47	+30.9%	+$2,476 gain
Latest closeOct 20, 2026	Oct 20, 2026	$262.63	+53.9%	+$4,312 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.

Apple Inc. - Common StockAAPL

Stocks (including ADRs) [ST]

Transaction date: Apr 9, 2025Filed 2 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Apr 10, 2025New

Disclosed 2 days after the trade. AAPL closed at $198.85 on Apr 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 tradeApr 10, 2025	Apr 10, 2025	$190.42	−4.24%	−$339 loss
Day of disclosureApr 11, 2025	Apr 11, 2025	$198.15	−0.35%	−$28 loss
30 days afterMay 9, 2025	May 9, 2025	$198.53	−0.16%	−$13 loss
90 days afterJul 8, 2025	Jul 8, 2025	$210.01	+5.61%	+$449 gain
Latest closeOct 20, 2026	Oct 20, 2026	$339.50	+70.7%	+$5,659 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.

Applied Materials, Inc. - Common StockAMAT

Stocks (including ADRs) [ST]

Transaction date: Apr 9, 2025Filed 2 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Apr 10, 2025New

Disclosed 2 days after the trade. AMAT closed at $149.73 on Apr 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 tradeApr 10, 2025	Apr 10, 2025	$138.24	−7.67%	−$614 loss
Day of disclosureApr 11, 2025	Apr 11, 2025	$144.94	−3.20%	−$256 loss
30 days afterMay 9, 2025	May 9, 2025	$155.61	+3.93%	+$314 gain
90 days afterJul 8, 2025	Jul 8, 2025	$194.99	+30.2%	+$2,419 gain
Latest closeOct 20, 2026	Oct 20, 2026	$404.98	+170.5%	+$13,640 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: Apr 9, 2025Filed 2 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Apr 10, 2025New

Disclosed 2 days after the trade. ASML closed at $687.26 on Apr 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 tradeApr 10, 2025	Apr 10, 2025	$649.55	−5.49%	−$439 loss
Day of disclosureApr 11, 2025	Apr 11, 2025	$668.81	−2.68%	−$215 loss
30 days afterMay 9, 2025	May 9, 2025	$706.21	+2.76%	+$221 gain
90 days afterJul 8, 2025	Jul 8, 2025	$794.10	+15.5%	+$1,244 gain
Latest closeOct 20, 2026	Oct 20, 2026	$1,630.84	+137.3%	+$10,985 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: Apr 8, 2025Filed 3 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Apr 9, 2025New

Disclosed 3 days after the trade. BX closed at $120.07 on Apr 8, 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 tradeApr 9, 2025	Apr 9, 2025	$137.36	+14.4%	+$1,152 gain
Day of disclosureApr 11, 2025	Apr 11, 2025	$127.18	+5.92%	+$474 gain
30 days afterMay 8, 2025	May 8, 2025	$139.81	+16.4%	+$1,315 gain
90 days afterJul 7, 2025	Jul 7, 2025	$152.99	+27.4%	+$2,194 gain
Latest closeOct 20, 2026	Oct 20, 2026	$110.34	−8.10%	−$648 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.

Cummins Inc. Common StockCMI

Stocks (including ADRs) [ST]

Transaction date: Apr 9, 2025Filed 2 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Apr 10, 2025New

Disclosed 2 days after the trade. CMI closed at $296.55 on Apr 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 tradeApr 10, 2025	Apr 10, 2025	$281.75	−4.99%	−$399 loss
Day of disclosureApr 11, 2025	Apr 11, 2025	$285.88	−3.60%	−$288 loss
30 days afterMay 9, 2025	May 9, 2025	$306.71	+3.43%	+$274 gain
90 days afterJul 8, 2025	Jul 8, 2025	$330.75	+11.5%	+$923 gain
Latest closeOct 20, 2026	Oct 20, 2026	$536.22	+80.8%	+$6,466 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.

Devon Energy Corporation Common StockDVN

Stocks (including ADRs) [ST]

Transaction date: Apr 9, 2025Filed 2 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Apr 10, 2025New

Disclosed 2 days after the trade. DVN closed at $31.07 on Apr 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 tradeApr 10, 2025	Apr 10, 2025	$27.75	−10.7%	−$855 loss
Day of disclosureApr 11, 2025	Apr 11, 2025	$28.23	−9.14%	−$731 loss
30 days afterMay 9, 2025	May 9, 2025	$32.53	+4.70%	+$376 gain
90 days afterJul 8, 2025	Jul 8, 2025	$34.92	+12.4%	+$991 gain
Latest closeOct 20, 2026	Oct 20, 2026	$50.38	+62.1%	+$4,973 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.

FedEx Corporation Common StockFDX

Stocks (including ADRs) [ST]

Transaction date: Apr 8, 2025Filed 3 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Apr 9, 2025New

Disclosed 3 days after the trade. FDX closed at $159.61 on Apr 8, 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 tradeApr 9, 2025	Apr 9, 2025	$175.62	+10.0%	+$803 gain
Day of disclosureApr 11, 2025	Apr 11, 2025	$167.42	+4.90%	+$392 gain
30 days afterMay 8, 2025	May 8, 2025	$176.64	+10.7%	+$854 gain
90 days afterJul 7, 2025	Jul 7, 2025	$189.44	+18.7%	+$1,495 gain
Latest closeOct 20, 2026	Oct 20, 2026	$298.76	+87.2%	+$6,976 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.

JP Morgan Chase & Co. Common StockJPM

Stocks (including ADRs) [ST]

Transaction date: Apr 8, 2025Filed 3 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Apr 9, 2025New

Disclosed 3 days after the trade. JPM closed at $216.87 on Apr 8, 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 tradeApr 9, 2025	Apr 9, 2025	$234.34	+8.06%	+$645 gain
Day of disclosureApr 11, 2025	Apr 11, 2025	$236.20	+8.91%	+$713 gain
30 days afterMay 8, 2025	May 8, 2025	$253.47	+16.9%	+$1,350 gain
90 days afterJul 7, 2025	Jul 7, 2025	$291.97	+34.6%	+$2,771 gain
Latest closeOct 20, 2026	Oct 20, 2026	$335.26	+54.6%	+$4,368 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.

lululemon athletica inc. - Common StockLULU

Stocks (including ADRs) [ST]

Transaction date: Apr 8, 2025Filed 3 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Apr 9, 2025New

Disclosed 3 days after the trade. LULU closed at $247.61 on Apr 8, 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 tradeApr 9, 2025	Apr 9, 2025	$273.84	+10.6%	+$848 gain
Day of disclosureApr 11, 2025	Apr 11, 2025	$261.03	+5.42%	+$434 gain
30 days afterMay 8, 2025	May 8, 2025	$282.43	+14.1%	+$1,125 gain
90 days afterJul 7, 2025	Jul 7, 2025	$237.57	−4.05%	−$324 loss
Latest closeOct 20, 2026	Oct 20, 2026	$99.94	−59.6%	−$4,772 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: Apr 9, 2025Filed 2 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Apr 10, 2025New

Disclosed 2 days after the trade. MRK closed at $81.91 on Apr 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 tradeApr 10, 2025	Apr 10, 2025	$77.55	−5.32%	−$426 loss
Day of disclosureApr 11, 2025	Apr 11, 2025	$79.18	−3.33%	−$267 loss
30 days afterMay 9, 2025	May 9, 2025	$75.97	−7.25%	−$580 loss
90 days afterJul 8, 2025	Jul 8, 2025	$81.37	−0.66%	−$53 loss
Latest closeOct 20, 2026	Oct 20, 2026	$148.30	+81.1%	+$6,485 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.

Nike, Inc. Common StockNKE

Stocks (including ADRs) [ST]

Transaction date: Apr 8, 2025Filed 3 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Apr 9, 2025New

Disclosed 3 days after the trade. NKE closed at $53.27 on Apr 8, 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 tradeApr 9, 2025	Apr 9, 2025	$59.32	+11.4%	+$909 gain
Day of disclosureApr 11, 2025	Apr 11, 2025	$54.39	+2.10%	+$168 gain
30 days afterMay 8, 2025	May 8, 2025	$58.91	+10.6%	+$847 gain
90 days afterJul 7, 2025	Jul 7, 2025	$76.53	+43.7%	+$3,494 gain
Latest closeOct 20, 2026	Oct 20, 2026	$37.88	−28.9%	−$2,312 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.

NVIDIA Corporation - Common StockNVDA

Stocks (including ADRs) [ST]

Transaction date: Apr 9, 2025Filed 2 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Apr 10, 2025New

Disclosed 2 days after the trade. NVDA closed at $114.33 on Apr 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 tradeApr 10, 2025	Apr 10, 2025	$107.57	−5.91%	−$473 loss
Day of disclosureApr 11, 2025	Apr 11, 2025	$110.93	−2.97%	−$238 loss
30 days afterMay 9, 2025	May 9, 2025	$116.65	+2.03%	+$162 gain
90 days afterJul 8, 2025	Jul 8, 2025	$160.00	+39.9%	+$3,196 gain
Latest closeOct 22, 2026	Oct 22, 2026	$212.21	+85.6%	+$6,850 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.

Palantir Technologies Inc. - Class A Common StockPLTR

Stocks (including ADRs) [ST]

Transaction date: Apr 9, 2025Filed 2 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Apr 10, 2025New

Disclosed 2 days after the trade. PLTR closed at $92.01 on Apr 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 tradeApr 10, 2025	Apr 10, 2025	$88.59	−3.72%	−$297 loss
Day of disclosureApr 11, 2025	Apr 11, 2025	$88.55	−3.76%	−$301 loss
30 days afterMay 9, 2025	May 9, 2025	$117.30	+27.5%	+$2,199 gain
90 days afterJul 8, 2025	Jul 8, 2025	$139.71	+51.8%	+$4,148 gain
Latest closeOct 20, 2026	Oct 20, 2026	$192.60	+109.3%	+$8,747 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.

Palantir Technologies Inc. - Class A Common StockPLTR

Stocks (including ADRs) [ST]

Transaction date: Apr 8, 2025Filed 3 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Apr 9, 2025New

Disclosed 3 days after the trade. PLTR closed at $77.32 on Apr 8, 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 tradeApr 9, 2025	Apr 9, 2025	$92.01	+19.0%	+$1,520 gain
Day of disclosureApr 11, 2025	Apr 11, 2025	$88.55	+14.5%	+$1,162 gain
30 days afterMay 8, 2025	May 8, 2025	$119.15	+54.1%	+$4,329 gain
90 days afterJul 7, 2025	Jul 7, 2025	$139.12	+79.9%	+$6,395 gain
Latest closeOct 20, 2026	Oct 20, 2026	$192.60	+149.1%	+$11,929 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.

QUALCOMM Incorporated - Common StockQCOM

Stocks (including ADRs) [ST]

Transaction date: Apr 8, 2025Filed 3 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Apr 9, 2025New

Disclosed 3 days after the trade. QCOM closed at $124.66 on Apr 8, 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 tradeApr 9, 2025	Apr 9, 2025	$143.59	+15.2%	+$1,215 gain
Day of disclosureApr 11, 2025	Apr 11, 2025	$139.25	+11.7%	+$936 gain
30 days afterMay 8, 2025	May 8, 2025	$145.10	+16.4%	+$1,312 gain
90 days afterJul 7, 2025	Jul 7, 2025	$158.09	+26.8%	+$2,146 gain
Latest closeOct 20, 2026	Oct 20, 2026	$175.71	+41.0%	+$3,277 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 Copper Corporation Common StockSCCO

Stocks (including ADRs) [ST]

Transaction date: Apr 8, 2025Filed 3 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Apr 9, 2025New

Disclosed 3 days after the trade. SCCO closed at $71.42 on Apr 8, 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 tradeApr 9, 2025	Apr 9, 2025	$79.72	+11.6%	+$930 gain
Day of disclosureApr 11, 2025	Apr 11, 2025	$79.92	+11.9%	+$952 gain
30 days afterMay 8, 2025	May 8, 2025	$82.44	+15.4%	+$1,234 gain
90 days afterJul 7, 2025	Jul 7, 2025	$97.82	+37.0%	+$2,957 gain
Latest closeOct 20, 2026	Oct 20, 2026	$202.34	+183.3%	+$14,665 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.

Tesla, Inc. - Common StockTSLA

Stocks (including ADRs) [ST]

Transaction date: Apr 8, 2025Filed 3 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Apr 9, 2025New

Disclosed 3 days after the trade. TSLA closed at $221.86 on Apr 8, 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 tradeApr 9, 2025	Apr 9, 2025	$272.20	+22.7%	+$1,815 gain
Day of disclosureApr 11, 2025	Apr 11, 2025	$252.31	+13.7%	+$1,098 gain
30 days afterMay 8, 2025	May 8, 2025	$284.82	+28.4%	+$2,271 gain
90 days afterJul 7, 2025	Jul 7, 2025	$293.94	+32.5%	+$2,599 gain
Latest closeOct 20, 2026	Oct 20, 2026	$373.71	+68.4%	+$5,476 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

Apr 9, 2025Filed 2 days later

Member

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

Purchase

$1,001 - $15,000

Notified Apr 10, 2025New

Disclosed 2 days after the trade. ADBE closed at $364.64 on Apr 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 tradeApr 10, 2025	Apr 10, 2025	$350.05	−4.00%	−$320 loss
Day of disclosureApr 11, 2025	Apr 11, 2025	$352.47	−3.34%	−$267 loss
30 days afterMay 9, 2025	May 9, 2025	$383.28	+5.11%	+$409 gain
90 days afterJul 8, 2025	Jul 8, 2025	$382.24	+4.83%	+$386 gain
Latest closeOct 20, 2026	Oct 20, 2026	$256.73	−29.6%	−$2,368 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.

Apr 9, 2025Filed 2 days later

Member

Advanced Micro Devices, Inc.AMDStocks (including ADRs) [ST]

Purchase

$1,001 - $15,000

Notified Apr 10, 2025New

Disclosed 2 days after the trade. AMD closed at $96.84 on Apr 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 tradeApr 10, 2025	Apr 10, 2025	$88.70	−8.41%	−$673 loss
Day of disclosureApr 11, 2025	Apr 11, 2025	$93.40	−3.55%	−$284 loss
30 days afterMay 9, 2025	May 9, 2025	$102.84	+6.20%	+$496 gain
90 days afterJul 8, 2025	Jul 8, 2025	$137.82	+42.3%	+$3,386 gain
Latest closeOct 20, 2026	Oct 20, 2026	$534.74	+452.2%	+$36,180 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.

Apr 8, 2025Filed 3 days later

Member

Advanced Micro Devices, Inc.AMDStocks (including ADRs) [ST]

Purchase

$1,001 - $15,000

Notified Apr 9, 2025New

Disclosed 3 days after the trade. AMD closed at $78.21 on Apr 8, 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 tradeApr 9, 2025	Apr 9, 2025	$96.84	+23.8%	+$1,906 gain
Day of disclosureApr 11, 2025	Apr 11, 2025	$93.40	+19.4%	+$1,554 gain
30 days afterMay 8, 2025	May 8, 2025	$101.70	+30.0%	+$2,403 gain
90 days afterJul 7, 2025	Jul 7, 2025	$134.80	+72.4%	+$5,789 gain
Latest closeOct 20, 2026	Oct 20, 2026	$534.74	+583.7%	+$46,704 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.

Apr 8, 2025Filed 3 days later

Member

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

Purchase

$1,001 - $15,000

Notified Apr 9, 2025New

Disclosed 3 days after the trade. AMZN closed at $170.66 on Apr 8, 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 tradeApr 9, 2025	Apr 9, 2025	$191.10	+12.0%	+$958 gain
Day of disclosureApr 11, 2025	Apr 11, 2025	$184.87	+8.33%	+$666 gain
30 days afterMay 8, 2025	May 8, 2025	$192.08	+12.6%	+$1,004 gain
90 days afterJul 7, 2025	Jul 7, 2025	$223.47	+30.9%	+$2,476 gain
Latest closeOct 20, 2026	Oct 20, 2026	$262.63	+53.9%	+$4,312 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.

Apr 9, 2025Filed 2 days later

Member

Apple Inc. - Common StockAAPLStocks (including ADRs) [ST]

Purchase

$1,001 - $15,000

Notified Apr 10, 2025New

Disclosed 2 days after the trade. AAPL closed at $198.85 on Apr 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 tradeApr 10, 2025	Apr 10, 2025	$190.42	−4.24%	−$339 loss
Day of disclosureApr 11, 2025	Apr 11, 2025	$198.15	−0.35%	−$28 loss
30 days afterMay 9, 2025	May 9, 2025	$198.53	−0.16%	−$13 loss
90 days afterJul 8, 2025	Jul 8, 2025	$210.01	+5.61%	+$449 gain
Latest closeOct 20, 2026	Oct 20, 2026	$339.50	+70.7%	+$5,659 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.

Apr 9, 2025Filed 2 days later

Member

Applied Materials, Inc. - Common StockAMATStocks (including ADRs) [ST]

Purchase

$1,001 - $15,000

Notified Apr 10, 2025New

Disclosed 2 days after the trade. AMAT closed at $149.73 on Apr 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 tradeApr 10, 2025	Apr 10, 2025	$138.24	−7.67%	−$614 loss
Day of disclosureApr 11, 2025	Apr 11, 2025	$144.94	−3.20%	−$256 loss
30 days afterMay 9, 2025	May 9, 2025	$155.61	+3.93%	+$314 gain
90 days afterJul 8, 2025	Jul 8, 2025	$194.99	+30.2%	+$2,419 gain
Latest closeOct 20, 2026	Oct 20, 2026	$404.98	+170.5%	+$13,640 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.

Apr 9, 2025Filed 2 days later

Member

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

Purchase

$1,001 - $15,000

Notified Apr 10, 2025New

Disclosed 2 days after the trade. ASML closed at $687.26 on Apr 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 tradeApr 10, 2025	Apr 10, 2025	$649.55	−5.49%	−$439 loss
Day of disclosureApr 11, 2025	Apr 11, 2025	$668.81	−2.68%	−$215 loss
30 days afterMay 9, 2025	May 9, 2025	$706.21	+2.76%	+$221 gain
90 days afterJul 8, 2025	Jul 8, 2025	$794.10	+15.5%	+$1,244 gain
Latest closeOct 20, 2026	Oct 20, 2026	$1,630.84	+137.3%	+$10,985 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.

Apr 8, 2025Filed 3 days later

Member

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

Purchase

$1,001 - $15,000

Notified Apr 9, 2025New

Disclosed 3 days after the trade. BX closed at $120.07 on Apr 8, 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 tradeApr 9, 2025	Apr 9, 2025	$137.36	+14.4%	+$1,152 gain
Day of disclosureApr 11, 2025	Apr 11, 2025	$127.18	+5.92%	+$474 gain
30 days afterMay 8, 2025	May 8, 2025	$139.81	+16.4%	+$1,315 gain
90 days afterJul 7, 2025	Jul 7, 2025	$152.99	+27.4%	+$2,194 gain
Latest closeOct 20, 2026	Oct 20, 2026	$110.34	−8.10%	−$648 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.

Apr 9, 2025Filed 2 days later

Member

Cummins Inc. Common StockCMIStocks (including ADRs) [ST]

Purchase

$1,001 - $15,000

Notified Apr 10, 2025New

Disclosed 2 days after the trade. CMI closed at $296.55 on Apr 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 tradeApr 10, 2025	Apr 10, 2025	$281.75	−4.99%	−$399 loss
Day of disclosureApr 11, 2025	Apr 11, 2025	$285.88	−3.60%	−$288 loss
30 days afterMay 9, 2025	May 9, 2025	$306.71	+3.43%	+$274 gain
90 days afterJul 8, 2025	Jul 8, 2025	$330.75	+11.5%	+$923 gain
Latest closeOct 20, 2026	Oct 20, 2026	$536.22	+80.8%	+$6,466 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.

Apr 9, 2025Filed 2 days later

Member

Devon Energy Corporation Common StockDVNStocks (including ADRs) [ST]

Purchase

$1,001 - $15,000

Notified Apr 10, 2025New

Disclosed 2 days after the trade. DVN closed at $31.07 on Apr 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 tradeApr 10, 2025	Apr 10, 2025	$27.75	−10.7%	−$855 loss
Day of disclosureApr 11, 2025	Apr 11, 2025	$28.23	−9.14%	−$731 loss
30 days afterMay 9, 2025	May 9, 2025	$32.53	+4.70%	+$376 gain
90 days afterJul 8, 2025	Jul 8, 2025	$34.92	+12.4%	+$991 gain
Latest closeOct 20, 2026	Oct 20, 2026	$50.38	+62.1%	+$4,973 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.

Apr 8, 2025Filed 3 days later

Member

FedEx Corporation Common StockFDXStocks (including ADRs) [ST]

Purchase

$1,001 - $15,000

Notified Apr 9, 2025New

Disclosed 3 days after the trade. FDX closed at $159.61 on Apr 8, 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 tradeApr 9, 2025	Apr 9, 2025	$175.62	+10.0%	+$803 gain
Day of disclosureApr 11, 2025	Apr 11, 2025	$167.42	+4.90%	+$392 gain
30 days afterMay 8, 2025	May 8, 2025	$176.64	+10.7%	+$854 gain
90 days afterJul 7, 2025	Jul 7, 2025	$189.44	+18.7%	+$1,495 gain
Latest closeOct 20, 2026	Oct 20, 2026	$298.76	+87.2%	+$6,976 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.

Apr 8, 2025Filed 3 days later

Member

JP Morgan Chase & Co. Common StockJPMStocks (including ADRs) [ST]

Purchase

$1,001 - $15,000

Notified Apr 9, 2025New

Disclosed 3 days after the trade. JPM closed at $216.87 on Apr 8, 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 tradeApr 9, 2025	Apr 9, 2025	$234.34	+8.06%	+$645 gain
Day of disclosureApr 11, 2025	Apr 11, 2025	$236.20	+8.91%	+$713 gain
30 days afterMay 8, 2025	May 8, 2025	$253.47	+16.9%	+$1,350 gain
90 days afterJul 7, 2025	Jul 7, 2025	$291.97	+34.6%	+$2,771 gain
Latest closeOct 20, 2026	Oct 20, 2026	$335.26	+54.6%	+$4,368 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.

Apr 8, 2025Filed 3 days later

Member

lululemon athletica inc. - Common StockLULUStocks (including ADRs) [ST]

Purchase

$1,001 - $15,000

Notified Apr 9, 2025New

Disclosed 3 days after the trade. LULU closed at $247.61 on Apr 8, 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 tradeApr 9, 2025	Apr 9, 2025	$273.84	+10.6%	+$848 gain
Day of disclosureApr 11, 2025	Apr 11, 2025	$261.03	+5.42%	+$434 gain
30 days afterMay 8, 2025	May 8, 2025	$282.43	+14.1%	+$1,125 gain
90 days afterJul 7, 2025	Jul 7, 2025	$237.57	−4.05%	−$324 loss
Latest closeOct 20, 2026	Oct 20, 2026	$99.94	−59.6%	−$4,772 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.

Apr 9, 2025Filed 2 days later

Member

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

Purchase

$1,001 - $15,000

Notified Apr 10, 2025New

Disclosed 2 days after the trade. MRK closed at $81.91 on Apr 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 tradeApr 10, 2025	Apr 10, 2025	$77.55	−5.32%	−$426 loss
Day of disclosureApr 11, 2025	Apr 11, 2025	$79.18	−3.33%	−$267 loss
30 days afterMay 9, 2025	May 9, 2025	$75.97	−7.25%	−$580 loss
90 days afterJul 8, 2025	Jul 8, 2025	$81.37	−0.66%	−$53 loss
Latest closeOct 20, 2026	Oct 20, 2026	$148.30	+81.1%	+$6,485 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.

Apr 8, 2025Filed 3 days later

Member

Nike, Inc. Common StockNKEStocks (including ADRs) [ST]

Purchase

$1,001 - $15,000

Notified Apr 9, 2025New

Disclosed 3 days after the trade. NKE closed at $53.27 on Apr 8, 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 tradeApr 9, 2025	Apr 9, 2025	$59.32	+11.4%	+$909 gain
Day of disclosureApr 11, 2025	Apr 11, 2025	$54.39	+2.10%	+$168 gain
30 days afterMay 8, 2025	May 8, 2025	$58.91	+10.6%	+$847 gain
90 days afterJul 7, 2025	Jul 7, 2025	$76.53	+43.7%	+$3,494 gain
Latest closeOct 20, 2026	Oct 20, 2026	$37.88	−28.9%	−$2,312 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.

Apr 9, 2025Filed 2 days later

Member

NVIDIA Corporation - Common StockNVDAStocks (including ADRs) [ST]

Purchase

$1,001 - $15,000

Notified Apr 10, 2025New

Disclosed 2 days after the trade. NVDA closed at $114.33 on Apr 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 tradeApr 10, 2025	Apr 10, 2025	$107.57	−5.91%	−$473 loss
Day of disclosureApr 11, 2025	Apr 11, 2025	$110.93	−2.97%	−$238 loss
30 days afterMay 9, 2025	May 9, 2025	$116.65	+2.03%	+$162 gain
90 days afterJul 8, 2025	Jul 8, 2025	$160.00	+39.9%	+$3,196 gain
Latest closeOct 22, 2026	Oct 22, 2026	$212.21	+85.6%	+$6,850 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.

Apr 9, 2025Filed 2 days later

Member

Palantir Technologies Inc. - Class A Common StockPLTRStocks (including ADRs) [ST]

Purchase

$1,001 - $15,000

Notified Apr 10, 2025New

Disclosed 2 days after the trade. PLTR closed at $92.01 on Apr 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 tradeApr 10, 2025	Apr 10, 2025	$88.59	−3.72%	−$297 loss
Day of disclosureApr 11, 2025	Apr 11, 2025	$88.55	−3.76%	−$301 loss
30 days afterMay 9, 2025	May 9, 2025	$117.30	+27.5%	+$2,199 gain
90 days afterJul 8, 2025	Jul 8, 2025	$139.71	+51.8%	+$4,148 gain
Latest closeOct 20, 2026	Oct 20, 2026	$192.60	+109.3%	+$8,747 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.

Apr 8, 2025Filed 3 days later

Member

Palantir Technologies Inc. - Class A Common StockPLTRStocks (including ADRs) [ST]

Purchase

$1,001 - $15,000

Notified Apr 9, 2025New

Disclosed 3 days after the trade. PLTR closed at $77.32 on Apr 8, 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 tradeApr 9, 2025	Apr 9, 2025	$92.01	+19.0%	+$1,520 gain
Day of disclosureApr 11, 2025	Apr 11, 2025	$88.55	+14.5%	+$1,162 gain
30 days afterMay 8, 2025	May 8, 2025	$119.15	+54.1%	+$4,329 gain
90 days afterJul 7, 2025	Jul 7, 2025	$139.12	+79.9%	+$6,395 gain
Latest closeOct 20, 2026	Oct 20, 2026	$192.60	+149.1%	+$11,929 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.

Apr 8, 2025Filed 3 days later

Member

QUALCOMM Incorporated - Common StockQCOMStocks (including ADRs) [ST]

Purchase

$1,001 - $15,000

Notified Apr 9, 2025New

Disclosed 3 days after the trade. QCOM closed at $124.66 on Apr 8, 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 tradeApr 9, 2025	Apr 9, 2025	$143.59	+15.2%	+$1,215 gain
Day of disclosureApr 11, 2025	Apr 11, 2025	$139.25	+11.7%	+$936 gain
30 days afterMay 8, 2025	May 8, 2025	$145.10	+16.4%	+$1,312 gain
90 days afterJul 7, 2025	Jul 7, 2025	$158.09	+26.8%	+$2,146 gain
Latest closeOct 20, 2026	Oct 20, 2026	$175.71	+41.0%	+$3,277 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.

Apr 8, 2025Filed 3 days later

Member

Southern Copper Corporation Common StockSCCOStocks (including ADRs) [ST]

Purchase

$1,001 - $15,000

Notified Apr 9, 2025New

Disclosed 3 days after the trade. SCCO closed at $71.42 on Apr 8, 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 tradeApr 9, 2025	Apr 9, 2025	$79.72	+11.6%	+$930 gain
Day of disclosureApr 11, 2025	Apr 11, 2025	$79.92	+11.9%	+$952 gain
30 days afterMay 8, 2025	May 8, 2025	$82.44	+15.4%	+$1,234 gain
90 days afterJul 7, 2025	Jul 7, 2025	$97.82	+37.0%	+$2,957 gain
Latest closeOct 20, 2026	Oct 20, 2026	$202.34	+183.3%	+$14,665 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.

Apr 8, 2025Filed 3 days later

Member

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

Purchase

$1,001 - $15,000

Notified Apr 9, 2025New

Disclosed 3 days after the trade. TSLA closed at $221.86 on Apr 8, 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 tradeApr 9, 2025	Apr 9, 2025	$272.20	+22.7%	+$1,815 gain
Day of disclosureApr 11, 2025	Apr 11, 2025	$252.31	+13.7%	+$1,098 gain
30 days afterMay 8, 2025	May 8, 2025	$284.82	+28.4%	+$2,271 gain
90 days afterJul 7, 2025	Jul 7, 2025	$293.94	+32.5%	+$2,599 gain
Latest closeOct 20, 2026	Oct 20, 2026	$373.71	+68.4%	+$5,476 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.

Apr 8, 2025Filed 3 days later

Member

US Treasury BillGovernment Securities and Agency Debt [GS]

Sale

$50,001 - $100,000

Notified Apr 9, 2025New

No ticker reported

Caterpillar, Inc. Common StockCAT

Stocks (including ADRs) [ST]

Transaction date: Apr 4, 2025Filed 3 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Apr 7, 2025New

Disclosed 3 days after the trade. CAT closed at $288.08 on Apr 4, 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 tradeApr 7, 2025	Apr 7, 2025	$280.06	−2.78%	−$223 loss
Day of disclosureApr 7, 2025	Apr 7, 2025	$280.06	−2.78%	−$223 loss
30 days afterMay 5, 2025	May 5, 2025	$323.11	+12.2%	+$973 gain
90 days afterJul 3, 2025	Jul 3, 2025	$397.86	+38.1%	+$3,049 gain
Latest closeOct 20, 2026	Oct 20, 2026	$725.24	+151.7%	+$12,141 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.

Dell Technologies Inc. Class C Common StockDELL

Stocks (including ADRs) [ST]

Transaction date: Apr 4, 2025Filed 3 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Apr 7, 2025New

Disclosed 3 days after the trade. DELL closed at $71.63 on Apr 4, 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 tradeApr 7, 2025	Apr 7, 2025	$75.00	+4.70%	+$376 gain
Day of disclosureApr 7, 2025	Apr 7, 2025	$75.00	+4.70%	+$376 gain
30 days afterMay 5, 2025	May 5, 2025	$94.36	+31.7%	+$2,539 gain
90 days afterJul 3, 2025	Jul 3, 2025	$125.22	+74.8%	+$5,986 gain
Latest closeOct 20, 2026	Oct 20, 2026	$461.56	+544.4%	+$43,555 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.

FedEx Corporation Common StockFDX

Stocks (including ADRs) [ST]

Transaction date: Apr 4, 2025Filed 3 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Apr 7, 2025New

Disclosed 3 days after the trade. FDX closed at $169.32 on Apr 4, 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 tradeApr 7, 2025	Apr 7, 2025	$165.37	−2.33%	−$186 loss
Day of disclosureApr 7, 2025	Apr 7, 2025	$165.37	−2.33%	−$186 loss
30 days afterMay 5, 2025	May 5, 2025	$174.85	+3.27%	+$262 gain
90 days afterJul 3, 2025	Jul 3, 2025	$194.38	+14.8%	+$1,185 gain
Latest closeOct 20, 2026	Oct 20, 2026	$298.76	+76.5%	+$6,117 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.

FedEx Corporation Common StockFDX

Stocks (including ADRs) [ST]

Transaction date: Apr 3, 2025Filed 4 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Apr 4, 2025New

Disclosed 4 days after the trade. FDX closed at $173.94 on Apr 3, 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 tradeApr 4, 2025	Apr 4, 2025	$169.32	−2.66%	−$213 loss
Day of disclosureApr 7, 2025	Apr 7, 2025	$165.37	−4.92%	−$394 loss
30 days afterMay 5, 2025	May 5, 2025	$174.85	+0.52%	+$42 gain
90 days afterJul 2, 2025	Jul 2, 2025	$192.70	+10.8%	+$863 gain
Latest closeOct 20, 2026	Oct 20, 2026	$298.76	+71.8%	+$5,742 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.

Impinj, Inc. - Common StockPI

Stocks (including ADRs) [ST]

Transaction date: Apr 4, 2025Filed 3 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Apr 7, 2025New

Disclosed 3 days after the trade. PI closed at $73.00 on Apr 4, 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 tradeApr 7, 2025	Apr 7, 2025	$69.63	−4.62%	−$369 loss
Day of disclosureApr 7, 2025	Apr 7, 2025	$69.63	−4.62%	−$369 loss
30 days afterMay 5, 2025	May 5, 2025	$98.46	+34.9%	+$2,790 gain
90 days afterJul 3, 2025	Jul 3, 2025	$115.86	+58.7%	+$4,698 gain
Latest closeOct 20, 2026	Oct 20, 2026	$177.84	+143.6%	+$11,491 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.

JP Morgan Chase & Co. Common StockJPM

Stocks (including ADRs) [ST]

Transaction date: Apr 4, 2025Filed 3 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Apr 7, 2025New

Disclosed 3 days after the trade. JPM closed at $210.28 on Apr 4, 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 tradeApr 7, 2025	Apr 7, 2025	$214.44	+1.98%	+$158 gain
Day of disclosureApr 7, 2025	Apr 7, 2025	$214.44	+1.98%	+$158 gain
30 days afterMay 5, 2025	May 5, 2025	$252.56	+20.1%	+$1,609 gain
90 days afterJul 3, 2025	Jul 3, 2025	$296.00	+40.8%	+$3,262 gain
Latest closeOct 20, 2026	Oct 20, 2026	$335.26	+59.4%	+$4,755 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.

Lam Research Corporation - Common StockLRCX

Stocks (including ADRs) [ST]

Transaction date: Apr 4, 2025Filed 3 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Apr 7, 2025New

Disclosed 3 days after the trade. LRCX closed at $59.09 on Apr 4, 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 tradeApr 7, 2025	Apr 7, 2025	$62.20	+5.26%	+$421 gain
Day of disclosureApr 7, 2025	Apr 7, 2025	$62.20	+5.26%	+$421 gain
30 days afterMay 5, 2025	May 5, 2025	$73.91	+25.1%	+$2,007 gain
90 days afterJul 3, 2025	Jul 3, 2025	$98.81	+67.2%	+$5,378 gain
Latest closeOct 20, 2026	Oct 20, 2026	$263.45	+345.8%	+$27,671 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.

lululemon athletica inc. - Common StockLULU

Stocks (including ADRs) [ST]

Transaction date: Apr 4, 2025Filed 3 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Apr 7, 2025New

Disclosed 3 days after the trade. LULU closed at $263.70 on Apr 4, 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 tradeApr 7, 2025	Apr 7, 2025	$265.00	+0.49%	+$39 gain
Day of disclosureApr 7, 2025	Apr 7, 2025	$265.00	+0.49%	+$39 gain
30 days afterMay 5, 2025	May 5, 2025	$278.55	+5.63%	+$451 gain
90 days afterJul 3, 2025	Jul 3, 2025	$247.68	−6.08%	−$486 loss
Latest closeOct 20, 2026	Oct 20, 2026	$99.94	−62.1%	−$4,969 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.

Nike, Inc. Common StockNKE

Stocks (including ADRs) [ST]

Transaction date: Apr 4, 2025Filed 3 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Apr 7, 2025New

Disclosed 3 days after the trade. NKE closed at $57.25 on Apr 4, 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 tradeApr 7, 2025	Apr 7, 2025	$55.61	−2.86%	−$229 loss
Day of disclosureApr 7, 2025	Apr 7, 2025	$55.61	−2.86%	−$229 loss
30 days afterMay 5, 2025	May 5, 2025	$57.35	+0.17%	+$14 gain
90 days afterJul 3, 2025	Jul 3, 2025	$76.39	+33.4%	+$2,675 gain
Latest closeOct 20, 2026	Oct 20, 2026	$37.88	−33.8%	−$2,707 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.

Norfolk Southern Corporation Common StockNSC

Stocks (including ADRs) [ST]

Transaction date: Apr 4, 2025Filed 3 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Apr 7, 2025New

Disclosed 3 days after the trade. NSC closed at $210.93 on Apr 4, 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 tradeApr 7, 2025	Apr 7, 2025	$208.05	−1.37%	−$109 loss
Day of disclosureApr 7, 2025	Apr 7, 2025	$208.05	−1.37%	−$109 loss
30 days afterMay 5, 2025	May 5, 2025	$222.28	+5.38%	+$431 gain
90 days afterJul 3, 2025	Jul 3, 2025	$262.50	+24.4%	+$1,956 gain
Latest closeOct 20, 2026	Oct 20, 2026	$325.57	+54.3%	+$4,349 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.

Old Dominion Freight Line, Inc. - Common StockODFL

Stocks (including ADRs) [ST]

Transaction date: Apr 4, 2025Filed 3 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Apr 7, 2025New

Disclosed 3 days after the trade. ODFL closed at $152.06 on Apr 4, 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 tradeApr 7, 2025	Apr 7, 2025	$151.41	−0.43%	−$34 loss
Day of disclosureApr 7, 2025	Apr 7, 2025	$151.41	−0.43%	−$34 loss
30 days afterMay 5, 2025	May 5, 2025	$156.23	+2.74%	+$219 gain
90 days afterJul 3, 2025	Jul 3, 2025	$171.03	+12.5%	+$998 gain
Latest closeOct 20, 2026	Oct 20, 2026	$188.33	+23.9%	+$1,908 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.

Old Dominion Freight Line, Inc. - Common StockODFL

Stocks (including ADRs) [ST]

Transaction date: Apr 3, 2025Filed 4 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Apr 4, 2025New

Disclosed 4 days after the trade. ODFL closed at $155.75 on Apr 3, 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 tradeApr 4, 2025	Apr 4, 2025	$152.06	−2.37%	−$190 loss
Day of disclosureApr 7, 2025	Apr 7, 2025	$151.41	−2.79%	−$223 loss
30 days afterMay 5, 2025	May 5, 2025	$156.23	+0.31%	+$25 gain
90 days afterJul 2, 2025	Jul 2, 2025	$169.85	+9.05%	+$724 gain
Latest closeOct 20, 2026	Oct 20, 2026	$188.33	+20.9%	+$1,674 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.

QUALCOMM Incorporated - Common StockQCOM

Stocks (including ADRs) [ST]

Transaction date: Apr 4, 2025Filed 3 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Apr 7, 2025New

Disclosed 3 days after the trade. QCOM closed at $127.46 on Apr 4, 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 tradeApr 7, 2025	Apr 7, 2025	$129.72	+1.77%	+$142 gain
Day of disclosureApr 7, 2025	Apr 7, 2025	$129.72	+1.77%	+$142 gain
30 days afterMay 5, 2025	May 5, 2025	$139.44	+9.40%	+$752 gain
90 days afterJul 3, 2025	Jul 3, 2025	$162.21	+27.3%	+$2,181 gain
Latest closeOct 20, 2026	Oct 20, 2026	$175.71	+37.9%	+$3,029 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.

RH Common StockRH

Stocks (including ADRs) [ST]

Transaction date: Apr 4, 2025Filed 3 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Apr 7, 2025New

Disclosed 3 days after the trade. RH closed at $145.66 on Apr 4, 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 tradeApr 7, 2025	Apr 7, 2025	$164.48	+12.9%	+$1,034 gain
Day of disclosureApr 7, 2025	Apr 7, 2025	$164.48	+12.9%	+$1,034 gain
30 days afterMay 5, 2025	May 5, 2025	$186.31	+27.9%	+$2,233 gain
90 days afterJul 3, 2025	Jul 3, 2025	$207.04	+42.1%	+$3,372 gain
Latest closeOct 20, 2026	Oct 20, 2026	$119.74	−17.8%	−$1,424 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.

Southern CompanySO

Stocks (including ADRs) [ST]

Transaction date: Apr 3, 2025Filed 4 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Apr 4, 2025New

Disclosed 4 days after the trade. SO closed at $92.56 on Apr 3, 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 tradeApr 4, 2025	Apr 4, 2025	$88.94	−3.91%	−$313 loss
Day of disclosureApr 7, 2025	Apr 7, 2025	$87.22	−5.77%	−$462 loss
30 days afterMay 5, 2025	May 5, 2025	$91.05	−1.63%	−$131 loss
90 days afterJul 2, 2025	Jul 2, 2025	$91.15	−1.52%	−$122 loss
Latest closeOct 20, 2026	Oct 20, 2026	$90.71	−2.00%	−$160 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: Apr 4, 2025Filed 3 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Apr 7, 2025New

Disclosed 3 days after the trade. UPS closed at $97.71 on Apr 4, 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 tradeApr 7, 2025	Apr 7, 2025	$95.56	−2.20%	−$176 loss
Day of disclosureApr 7, 2025	Apr 7, 2025	$95.56	−2.20%	−$176 loss
30 days afterMay 5, 2025	May 5, 2025	$95.56	−2.20%	−$176 loss
90 days afterJul 3, 2025	Jul 3, 2025	$104.13	+6.57%	+$526 gain
Latest closeOct 20, 2026	Oct 20, 2026	$98.52	+0.83%	+$66 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

Apr 4, 2025Filed 3 days later

Member

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

Purchase

$1,001 - $15,000

Notified Apr 7, 2025New

Disclosed 3 days after the trade. AMZN closed at $171.00 on Apr 4, 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 tradeApr 7, 2025	Apr 7, 2025	$175.26	+2.49%	+$199 gain
Day of disclosureApr 7, 2025	Apr 7, 2025	$175.26	+2.49%	+$199 gain
30 days afterMay 5, 2025	May 5, 2025	$186.35	+8.98%	+$718 gain
90 days afterJul 3, 2025	Jul 3, 2025	$223.41	+30.6%	+$2,452 gain
Latest closeOct 20, 2026	Oct 20, 2026	$262.63	+53.6%	+$4,287 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.

Apr 3, 2025Filed 4 days later

Member

Apple Inc. - Common StockAAPLStocks (including ADRs) [ST]

Purchase

$1,001 - $15,000

Notified Apr 4, 2025New

Disclosed 4 days after the trade. AAPL closed at $203.19 on Apr 3, 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 tradeApr 4, 2025	Apr 4, 2025	$188.38	−7.29%	−$583 loss
Day of disclosureApr 7, 2025	Apr 7, 2025	$181.46	−10.7%	−$856 loss
30 days afterMay 5, 2025	May 5, 2025	$198.89	−2.12%	−$169 loss
90 days afterJul 2, 2025	Jul 2, 2025	$212.44	+4.55%	+$364 gain
Latest closeOct 20, 2026	Oct 20, 2026	$339.50	+67.1%	+$5,367 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.

Apr 4, 2025Filed 3 days later

Member

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

Purchase

$1,001 - $15,000

Notified Apr 7, 2025New

No prices found

Apr 4, 2025Filed 3 days later

Member

Caterpillar, Inc. Common StockCATStocks (including ADRs) [ST]

Purchase

$1,001 - $15,000

Notified Apr 7, 2025New

Disclosed 3 days after the trade. CAT closed at $288.08 on Apr 4, 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 tradeApr 7, 2025	Apr 7, 2025	$280.06	−2.78%	−$223 loss
Day of disclosureApr 7, 2025	Apr 7, 2025	$280.06	−2.78%	−$223 loss
30 days afterMay 5, 2025	May 5, 2025	$323.11	+12.2%	+$973 gain
90 days afterJul 3, 2025	Jul 3, 2025	$397.86	+38.1%	+$3,049 gain
Latest closeOct 20, 2026	Oct 20, 2026	$725.24	+151.7%	+$12,141 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.

Apr 4, 2025Filed 3 days later

Member

Dell Technologies Inc. Class C Common StockDELLStocks (including ADRs) [ST]

Purchase

$1,001 - $15,000

Notified Apr 7, 2025New

Disclosed 3 days after the trade. DELL closed at $71.63 on Apr 4, 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 tradeApr 7, 2025	Apr 7, 2025	$75.00	+4.70%	+$376 gain
Day of disclosureApr 7, 2025	Apr 7, 2025	$75.00	+4.70%	+$376 gain
30 days afterMay 5, 2025	May 5, 2025	$94.36	+31.7%	+$2,539 gain
90 days afterJul 3, 2025	Jul 3, 2025	$125.22	+74.8%	+$5,986 gain
Latest closeOct 20, 2026	Oct 20, 2026	$461.56	+544.4%	+$43,555 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.

Apr 4, 2025Filed 3 days later

Member

FedEx Corporation Common StockFDXStocks (including ADRs) [ST]

Purchase

$1,001 - $15,000

Notified Apr 7, 2025New

Disclosed 3 days after the trade. FDX closed at $169.32 on Apr 4, 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 tradeApr 7, 2025	Apr 7, 2025	$165.37	−2.33%	−$186 loss
Day of disclosureApr 7, 2025	Apr 7, 2025	$165.37	−2.33%	−$186 loss
30 days afterMay 5, 2025	May 5, 2025	$174.85	+3.27%	+$262 gain
90 days afterJul 3, 2025	Jul 3, 2025	$194.38	+14.8%	+$1,185 gain
Latest closeOct 20, 2026	Oct 20, 2026	$298.76	+76.5%	+$6,117 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.

Apr 3, 2025Filed 4 days later

Member

FedEx Corporation Common StockFDXStocks (including ADRs) [ST]

Purchase

$1,001 - $15,000

Notified Apr 4, 2025New

Disclosed 4 days after the trade. FDX closed at $173.94 on Apr 3, 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 tradeApr 4, 2025	Apr 4, 2025	$169.32	−2.66%	−$213 loss
Day of disclosureApr 7, 2025	Apr 7, 2025	$165.37	−4.92%	−$394 loss
30 days afterMay 5, 2025	May 5, 2025	$174.85	+0.52%	+$42 gain
90 days afterJul 2, 2025	Jul 2, 2025	$192.70	+10.8%	+$863 gain
Latest closeOct 20, 2026	Oct 20, 2026	$298.76	+71.8%	+$5,742 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.

Apr 4, 2025Filed 3 days later

Member

Impinj, Inc. - Common StockPIStocks (including ADRs) [ST]

Purchase

$1,001 - $15,000

Notified Apr 7, 2025New

Disclosed 3 days after the trade. PI closed at $73.00 on Apr 4, 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 tradeApr 7, 2025	Apr 7, 2025	$69.63	−4.62%	−$369 loss
Day of disclosureApr 7, 2025	Apr 7, 2025	$69.63	−4.62%	−$369 loss
30 days afterMay 5, 2025	May 5, 2025	$98.46	+34.9%	+$2,790 gain
90 days afterJul 3, 2025	Jul 3, 2025	$115.86	+58.7%	+$4,698 gain
Latest closeOct 20, 2026	Oct 20, 2026	$177.84	+143.6%	+$11,491 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.

Apr 4, 2025Filed 3 days later

Member

JP Morgan Chase & Co. Common StockJPMStocks (including ADRs) [ST]

Purchase

$1,001 - $15,000

Notified Apr 7, 2025New

Disclosed 3 days after the trade. JPM closed at $210.28 on Apr 4, 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 tradeApr 7, 2025	Apr 7, 2025	$214.44	+1.98%	+$158 gain
Day of disclosureApr 7, 2025	Apr 7, 2025	$214.44	+1.98%	+$158 gain
30 days afterMay 5, 2025	May 5, 2025	$252.56	+20.1%	+$1,609 gain
90 days afterJul 3, 2025	Jul 3, 2025	$296.00	+40.8%	+$3,262 gain
Latest closeOct 20, 2026	Oct 20, 2026	$335.26	+59.4%	+$4,755 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.

Apr 4, 2025Filed 3 days later

Member

Lam Research Corporation - Common StockLRCXStocks (including ADRs) [ST]

Purchase

$1,001 - $15,000

Notified Apr 7, 2025New

Disclosed 3 days after the trade. LRCX closed at $59.09 on Apr 4, 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 tradeApr 7, 2025	Apr 7, 2025	$62.20	+5.26%	+$421 gain
Day of disclosureApr 7, 2025	Apr 7, 2025	$62.20	+5.26%	+$421 gain
30 days afterMay 5, 2025	May 5, 2025	$73.91	+25.1%	+$2,007 gain
90 days afterJul 3, 2025	Jul 3, 2025	$98.81	+67.2%	+$5,378 gain
Latest closeOct 20, 2026	Oct 20, 2026	$263.45	+345.8%	+$27,671 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.

Apr 4, 2025Filed 3 days later

Member

lululemon athletica inc. - Common StockLULUStocks (including ADRs) [ST]

Purchase

$1,001 - $15,000

Notified Apr 7, 2025New

Disclosed 3 days after the trade. LULU closed at $263.70 on Apr 4, 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 tradeApr 7, 2025	Apr 7, 2025	$265.00	+0.49%	+$39 gain
Day of disclosureApr 7, 2025	Apr 7, 2025	$265.00	+0.49%	+$39 gain
30 days afterMay 5, 2025	May 5, 2025	$278.55	+5.63%	+$451 gain
90 days afterJul 3, 2025	Jul 3, 2025	$247.68	−6.08%	−$486 loss
Latest closeOct 20, 2026	Oct 20, 2026	$99.94	−62.1%	−$4,969 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.

Apr 4, 2025Filed 3 days later

Member

Nike, Inc. Common StockNKEStocks (including ADRs) [ST]

Purchase

$1,001 - $15,000

Notified Apr 7, 2025New

Disclosed 3 days after the trade. NKE closed at $57.25 on Apr 4, 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 tradeApr 7, 2025	Apr 7, 2025	$55.61	−2.86%	−$229 loss
Day of disclosureApr 7, 2025	Apr 7, 2025	$55.61	−2.86%	−$229 loss
30 days afterMay 5, 2025	May 5, 2025	$57.35	+0.17%	+$14 gain
90 days afterJul 3, 2025	Jul 3, 2025	$76.39	+33.4%	+$2,675 gain
Latest closeOct 20, 2026	Oct 20, 2026	$37.88	−33.8%	−$2,707 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.

Apr 4, 2025Filed 3 days later

Member

Norfolk Southern Corporation Common StockNSCStocks (including ADRs) [ST]

Purchase

$1,001 - $15,000

Notified Apr 7, 2025New

Disclosed 3 days after the trade. NSC closed at $210.93 on Apr 4, 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 tradeApr 7, 2025	Apr 7, 2025	$208.05	−1.37%	−$109 loss
Day of disclosureApr 7, 2025	Apr 7, 2025	$208.05	−1.37%	−$109 loss
30 days afterMay 5, 2025	May 5, 2025	$222.28	+5.38%	+$431 gain
90 days afterJul 3, 2025	Jul 3, 2025	$262.50	+24.4%	+$1,956 gain
Latest closeOct 20, 2026	Oct 20, 2026	$325.57	+54.3%	+$4,349 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.

Apr 4, 2025Filed 3 days later

Member

Old Dominion Freight Line, Inc. - Common StockODFLStocks (including ADRs) [ST]

Purchase

$1,001 - $15,000

Notified Apr 7, 2025New

Disclosed 3 days after the trade. ODFL closed at $152.06 on Apr 4, 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 tradeApr 7, 2025	Apr 7, 2025	$151.41	−0.43%	−$34 loss
Day of disclosureApr 7, 2025	Apr 7, 2025	$151.41	−0.43%	−$34 loss
30 days afterMay 5, 2025	May 5, 2025	$156.23	+2.74%	+$219 gain
90 days afterJul 3, 2025	Jul 3, 2025	$171.03	+12.5%	+$998 gain
Latest closeOct 20, 2026	Oct 20, 2026	$188.33	+23.9%	+$1,908 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.

Apr 3, 2025Filed 4 days later

Member

Old Dominion Freight Line, Inc. - Common StockODFLStocks (including ADRs) [ST]

Purchase

$1,001 - $15,000

Notified Apr 4, 2025New

Disclosed 4 days after the trade. ODFL closed at $155.75 on Apr 3, 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 tradeApr 4, 2025	Apr 4, 2025	$152.06	−2.37%	−$190 loss
Day of disclosureApr 7, 2025	Apr 7, 2025	$151.41	−2.79%	−$223 loss
30 days afterMay 5, 2025	May 5, 2025	$156.23	+0.31%	+$25 gain
90 days afterJul 2, 2025	Jul 2, 2025	$169.85	+9.05%	+$724 gain
Latest closeOct 20, 2026	Oct 20, 2026	$188.33	+20.9%	+$1,674 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.

Apr 4, 2025Filed 3 days later

Member

QUALCOMM Incorporated - Common StockQCOMStocks (including ADRs) [ST]

Purchase

$1,001 - $15,000

Notified Apr 7, 2025New

Disclosed 3 days after the trade. QCOM closed at $127.46 on Apr 4, 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 tradeApr 7, 2025	Apr 7, 2025	$129.72	+1.77%	+$142 gain
Day of disclosureApr 7, 2025	Apr 7, 2025	$129.72	+1.77%	+$142 gain
30 days afterMay 5, 2025	May 5, 2025	$139.44	+9.40%	+$752 gain
90 days afterJul 3, 2025	Jul 3, 2025	$162.21	+27.3%	+$2,181 gain
Latest closeOct 20, 2026	Oct 20, 2026	$175.71	+37.9%	+$3,029 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.

Apr 4, 2025Filed 3 days later

Member

RH Common StockRHStocks (including ADRs) [ST]

Purchase

$1,001 - $15,000

Notified Apr 7, 2025New

Disclosed 3 days after the trade. RH closed at $145.66 on Apr 4, 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 tradeApr 7, 2025	Apr 7, 2025	$164.48	+12.9%	+$1,034 gain
Day of disclosureApr 7, 2025	Apr 7, 2025	$164.48	+12.9%	+$1,034 gain
30 days afterMay 5, 2025	May 5, 2025	$186.31	+27.9%	+$2,233 gain
90 days afterJul 3, 2025	Jul 3, 2025	$207.04	+42.1%	+$3,372 gain
Latest closeOct 20, 2026	Oct 20, 2026	$119.74	−17.8%	−$1,424 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.

Apr 3, 2025Filed 4 days later

Member

Southern CompanySOStocks (including ADRs) [ST]

Purchase

$1,001 - $15,000

Notified Apr 4, 2025New

Disclosed 4 days after the trade. SO closed at $92.56 on Apr 3, 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 tradeApr 4, 2025	Apr 4, 2025	$88.94	−3.91%	−$313 loss
Day of disclosureApr 7, 2025	Apr 7, 2025	$87.22	−5.77%	−$462 loss
30 days afterMay 5, 2025	May 5, 2025	$91.05	−1.63%	−$131 loss
90 days afterJul 2, 2025	Jul 2, 2025	$91.15	−1.52%	−$122 loss
Latest closeOct 20, 2026	Oct 20, 2026	$90.71	−2.00%	−$160 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.

Apr 4, 2025Filed 3 days later

Member

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

Purchase

$1,001 - $15,000

Notified Apr 7, 2025New

Disclosed 3 days after the trade. UPS closed at $97.71 on Apr 4, 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 tradeApr 7, 2025	Apr 7, 2025	$95.56	−2.20%	−$176 loss
Day of disclosureApr 7, 2025	Apr 7, 2025	$95.56	−2.20%	−$176 loss
30 days afterMay 5, 2025	May 5, 2025	$95.56	−2.20%	−$176 loss
90 days afterJul 3, 2025	Jul 3, 2025	$104.13	+6.57%	+$526 gain
Latest closeOct 20, 2026	Oct 20, 2026	$98.52	+0.83%	+$66 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.