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.

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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 24, 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 Mar 23, 2025 · House Clerk

View original filing

US Treasury Bill
Government Securities and Agency Debt [GS]
Transaction date
Mar 20, 2025Filed 3 days later
Type
Purchase
Amount (as reported)
$100,001 - $250,000
Owner
Member
Notified / status
Notified Mar 21, 2025New
No ticker reported

Transaction date	Owner	Asset	Type	Amount (as reported)	Notified / status	Prices
Mar 20, 2025Filed 3 days later	Member	US Treasury BillGovernment Securities and Agency Debt [GS]	Purchase	$100,001 - $250,000	Notified Mar 21, 2025New	No ticker reported

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

View original filing

AbbVie Inc. Common StockABBV

Stocks (including ADRs) [ST]

Transaction date: Mar 17, 2025Filed 2 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Mar 18, 2025New

Disclosed 2 days after the trade. ABBV closed at $214.47 on Mar 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 tradeMar 18, 2025	Mar 18, 2025	$213.85	−0.29%	−$23 loss
Day of disclosureMar 19, 2025	Mar 19, 2025	$212.25	−1.04%	−$83 loss
30 days afterApr 16, 2025	Apr 16, 2025	$171.68	−20.0%	−$1,596 loss
90 days afterJun 16, 2025	Jun 16, 2025	$190.86	−11.0%	−$881 loss
Latest closeOct 20, 2026	Oct 20, 2026	$289.08	+34.8%	+$2,783 gain

Estimates: filers report neither the price nor the 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: Mar 17, 2025Filed 2 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Mar 18, 2025New

Disclosed 2 days after the trade. GOOG closed at $166.57 on Mar 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 tradeMar 18, 2025	Mar 18, 2025	$162.67	−2.34%	−$187 loss
Day of disclosureMar 19, 2025	Mar 19, 2025	$166.28	−0.17%	−$14 loss
30 days afterApr 16, 2025	Apr 16, 2025	$155.50	−6.65%	−$532 loss
90 days afterJun 16, 2025	Jun 16, 2025	$177.94	+6.83%	+$546 gain
Latest closeOct 20, 2026	Oct 20, 2026	$336.40	+102.0%	+$8,158 gain

Estimates: filers report neither the price nor the 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 9, 2025 · House Clerk

View original filing

CrowdStrike Holdings, Inc. - Class A Common StockCRWD

Stocks (including ADRs) [ST]

Transaction date: Mar 7, 2025Filed 2 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Mar 7, 2025New

Disclosed 2 days after the trade. CRWD closed at $83.38 on Mar 7, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 bought
Day after the tradeMar 10, 2025	Mar 10, 2025	$77.22	−7.39%	−$591 loss
Day of disclosureMar 10, 2025	Mar 10, 2025	$77.22	−7.39%	−$591 loss
30 days afterApr 7, 2025	Apr 7, 2025	$81.09	−2.74%	−$219 loss
90 days afterJun 5, 2025	Jun 5, 2025	$115.74	+38.8%	+$3,105 gain
Latest closeOct 20, 2026	Oct 20, 2026	$227.37	+172.7%	+$13,818 gain

Estimates: filers report neither the price nor the 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: Mar 7, 2025Filed 2 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Mar 7, 2025New

Disclosed 2 days after the trade. DG closed at $81.84 on Mar 7, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 bought
Day after the tradeMar 10, 2025	Mar 10, 2025	$82.80	+1.17%	+$94 gain
Day of disclosureMar 10, 2025	Mar 10, 2025	$82.80	+1.17%	+$94 gain
30 days afterApr 7, 2025	Apr 7, 2025	$92.02	+12.4%	+$995 gain
90 days afterJun 5, 2025	Jun 5, 2025	$113.84	+39.1%	+$3,128 gain
Latest closeOct 20, 2026	Oct 20, 2026	$134.19	+64.0%	+$5,118 gain

Estimates: filers report neither the price nor the 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 Feb 14, 2025 · House Clerk

View original filing

Adobe Inc. - Common StockADBE

Stocks (including ADRs) [ST]

Transaction date: Feb 12, 2025Filed 2 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Feb 13, 2025New

Disclosed 2 days after the trade. ADBE closed at $462.76 on Feb 12, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 bought
Day after the tradeFeb 13, 2025	Feb 13, 2025	$459.22	−0.76%	−$61 loss
Day of disclosureFeb 14, 2025	Feb 14, 2025	$460.16	−0.56%	−$45 loss
30 days afterMar 14, 2025	Mar 14, 2025	$394.74	−14.7%	−$1,176 loss
90 days afterMay 13, 2025	May 13, 2025	$397.40	−14.1%	−$1,130 loss
Latest closeOct 20, 2026	Oct 20, 2026	$256.73	−44.5%	−$3,562 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.

Apple Inc. - Common StockAAPL

Stocks (including ADRs) [ST]

Transaction date: Feb 12, 2025Filed 2 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Feb 13, 2025New

Disclosed 2 days after the trade. AAPL closed at $236.87 on Feb 12, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 bought
Day after the tradeFeb 13, 2025	Feb 13, 2025	$241.53	+1.97%	+$157 gain
Day of disclosureFeb 14, 2025	Feb 14, 2025	$244.60	+3.26%	+$261 gain
30 days afterMar 14, 2025	Mar 14, 2025	$213.49	−9.87%	−$790 loss
90 days afterMay 13, 2025	May 13, 2025	$212.93	−10.1%	−$809 loss
Latest closeOct 20, 2026	Oct 20, 2026	$339.50	+43.3%	+$3,467 gain

Estimates: filers report neither the price nor the 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 Jan 27, 2025 · House Clerk

View original filing

Advanced Micro Devices, Inc.AMD

Stocks (including ADRs) [ST]

Transaction date: Jan 8, 2025Filed 19 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jan 10, 2025New

Disclosed 19 days after the trade. AMD closed at $121.84 on Jan 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 tradeJan 10, 2025	Jan 10, 2025	$116.04	−4.76%	−$381 loss
Day of disclosureJan 27, 2025	Jan 27, 2025	$115.01	−5.61%	−$449 loss
30 days afterFeb 7, 2025	Feb 7, 2025	$107.56	−11.7%	−$938 loss
90 days afterApr 8, 2025	Apr 8, 2025	$78.21	−35.8%	−$2,865 loss
Latest closeOct 20, 2026	Oct 20, 2026	$534.74	+338.9%	+$27,114 gain

Estimates: filers report neither the price nor the 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: DG Trust
Transaction date
Jan 8, 2025Filed 19 days later
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Member
Notified / status
Notified Jan 10, 2025New

Reports filed since Jan 1, 2025 with the House Clerk, last checked Oct 24, 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 Mar 23, 2025 · House Clerk

View original filing

US Treasury Bill
Government Securities and Agency Debt [GS]
Transaction date
Mar 20, 2025Filed 3 days later
Type
Purchase
Amount (as reported)
$100,001 - $250,000
Owner
Member
Notified / status
Notified Mar 21, 2025New
No ticker reported

Transaction date	Owner	Asset	Type	Amount (as reported)	Notified / status	Prices
Mar 20, 2025Filed 3 days later	Member	US Treasury BillGovernment Securities and Agency Debt [GS]	Purchase	$100,001 - $250,000	Notified Mar 21, 2025New	No ticker reported

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

View original filing

AbbVie Inc. Common StockABBV

Stocks (including ADRs) [ST]

Transaction date: Mar 17, 2025Filed 2 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Mar 18, 2025New

Disclosed 2 days after the trade. ABBV closed at $214.47 on Mar 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 tradeMar 18, 2025	Mar 18, 2025	$213.85	−0.29%	−$23 loss
Day of disclosureMar 19, 2025	Mar 19, 2025	$212.25	−1.04%	−$83 loss
30 days afterApr 16, 2025	Apr 16, 2025	$171.68	−20.0%	−$1,596 loss
90 days afterJun 16, 2025	Jun 16, 2025	$190.86	−11.0%	−$881 loss
Latest closeOct 20, 2026	Oct 20, 2026	$289.08	+34.8%	+$2,783 gain

Estimates: filers report neither the price nor the 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: Mar 17, 2025Filed 2 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Mar 18, 2025New

Disclosed 2 days after the trade. GOOG closed at $166.57 on Mar 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 tradeMar 18, 2025	Mar 18, 2025	$162.67	−2.34%	−$187 loss
Day of disclosureMar 19, 2025	Mar 19, 2025	$166.28	−0.17%	−$14 loss
30 days afterApr 16, 2025	Apr 16, 2025	$155.50	−6.65%	−$532 loss
90 days afterJun 16, 2025	Jun 16, 2025	$177.94	+6.83%	+$546 gain
Latest closeOct 20, 2026	Oct 20, 2026	$336.40	+102.0%	+$8,158 gain

Estimates: filers report neither the price nor the 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 9, 2025 · House Clerk

View original filing

CrowdStrike Holdings, Inc. - Class A Common StockCRWD

Stocks (including ADRs) [ST]

Transaction date: Mar 7, 2025Filed 2 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Mar 7, 2025New

Disclosed 2 days after the trade. CRWD closed at $83.38 on Mar 7, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 bought
Day after the tradeMar 10, 2025	Mar 10, 2025	$77.22	−7.39%	−$591 loss
Day of disclosureMar 10, 2025	Mar 10, 2025	$77.22	−7.39%	−$591 loss
30 days afterApr 7, 2025	Apr 7, 2025	$81.09	−2.74%	−$219 loss
90 days afterJun 5, 2025	Jun 5, 2025	$115.74	+38.8%	+$3,105 gain
Latest closeOct 20, 2026	Oct 20, 2026	$227.37	+172.7%	+$13,818 gain

Estimates: filers report neither the price nor the 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: Mar 7, 2025Filed 2 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Mar 7, 2025New

Disclosed 2 days after the trade. DG closed at $81.84 on Mar 7, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 bought
Day after the tradeMar 10, 2025	Mar 10, 2025	$82.80	+1.17%	+$94 gain
Day of disclosureMar 10, 2025	Mar 10, 2025	$82.80	+1.17%	+$94 gain
30 days afterApr 7, 2025	Apr 7, 2025	$92.02	+12.4%	+$995 gain
90 days afterJun 5, 2025	Jun 5, 2025	$113.84	+39.1%	+$3,128 gain
Latest closeOct 20, 2026	Oct 20, 2026	$134.19	+64.0%	+$5,118 gain

Estimates: filers report neither the price nor the 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 Feb 14, 2025 · House Clerk

View original filing

Adobe Inc. - Common StockADBE

Stocks (including ADRs) [ST]

Transaction date: Feb 12, 2025Filed 2 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Feb 13, 2025New

Disclosed 2 days after the trade. ADBE closed at $462.76 on Feb 12, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 bought
Day after the tradeFeb 13, 2025	Feb 13, 2025	$459.22	−0.76%	−$61 loss
Day of disclosureFeb 14, 2025	Feb 14, 2025	$460.16	−0.56%	−$45 loss
30 days afterMar 14, 2025	Mar 14, 2025	$394.74	−14.7%	−$1,176 loss
90 days afterMay 13, 2025	May 13, 2025	$397.40	−14.1%	−$1,130 loss
Latest closeOct 20, 2026	Oct 20, 2026	$256.73	−44.5%	−$3,562 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.

Apple Inc. - Common StockAAPL

Stocks (including ADRs) [ST]

Transaction date: Feb 12, 2025Filed 2 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Feb 13, 2025New

Disclosed 2 days after the trade. AAPL closed at $236.87 on Feb 12, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 bought
Day after the tradeFeb 13, 2025	Feb 13, 2025	$241.53	+1.97%	+$157 gain
Day of disclosureFeb 14, 2025	Feb 14, 2025	$244.60	+3.26%	+$261 gain
30 days afterMar 14, 2025	Mar 14, 2025	$213.49	−9.87%	−$790 loss
90 days afterMay 13, 2025	May 13, 2025	$212.93	−10.1%	−$809 loss
Latest closeOct 20, 2026	Oct 20, 2026	$339.50	+43.3%	+$3,467 gain

Estimates: filers report neither the price nor the 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 Jan 27, 2025 · House Clerk

View original filing

Advanced Micro Devices, Inc.AMD

Stocks (including ADRs) [ST]

Transaction date: Jan 8, 2025Filed 19 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jan 10, 2025New

Disclosed 19 days after the trade. AMD closed at $121.84 on Jan 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 tradeJan 10, 2025	Jan 10, 2025	$116.04	−4.76%	−$381 loss
Day of disclosureJan 27, 2025	Jan 27, 2025	$115.01	−5.61%	−$449 loss
30 days afterFeb 7, 2025	Feb 7, 2025	$107.56	−11.7%	−$938 loss
90 days afterApr 8, 2025	Apr 8, 2025	$78.21	−35.8%	−$2,865 loss
Latest closeOct 20, 2026	Oct 20, 2026	$534.74	+338.9%	+$27,114 gain

Estimates: filers report neither the price nor the 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: DG Trust
Transaction date
Jan 8, 2025Filed 19 days later
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Member
Notified / status
Notified Jan 10, 2025New

Apple Inc. - Common StockAAPL

Stocks (including ADRs) [ST]

Transaction date: Mar 17, 2025Filed 2 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Mar 18, 2025New

Disclosed 2 days after the trade. AAPL closed at $214.00 on Mar 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 tradeMar 18, 2025	Mar 18, 2025	$212.69	−0.61%	−$49 loss
Day of disclosureMar 19, 2025	Mar 19, 2025	$215.24	+0.58%	+$46 gain
30 days afterApr 16, 2025	Apr 16, 2025	$194.27	−9.22%	−$738 loss
90 days afterJun 16, 2025	Jun 16, 2025	$198.42	−7.28%	−$583 loss
Latest closeOct 20, 2026	Oct 20, 2026	$339.50	+58.6%	+$4,692 gain

Estimates: filers report neither the price nor the 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: Mar 17, 2025Filed 2 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Mar 18, 2025New

Disclosed 2 days after the trade. AMAT closed at $155.46 on Mar 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 tradeMar 18, 2025	Mar 18, 2025	$153.51	−1.25%	−$100 loss
Day of disclosureMar 19, 2025	Mar 19, 2025	$154.46	−0.64%	−$51 loss
30 days afterApr 16, 2025	Apr 16, 2025	$138.19	−11.1%	−$889 loss
90 days afterJun 16, 2025	Jun 16, 2025	$176.55	+13.6%	+$1,085 gain
Latest closeOct 20, 2026	Oct 20, 2026	$404.98	+160.5%	+$12,842 gain

Estimates: filers report neither the price nor the 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: Mar 17, 2025Filed 2 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Mar 18, 2025New

Disclosed 2 days after the trade. BX closed at $147.78 on Mar 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 tradeMar 18, 2025	Mar 18, 2025	$146.19	−1.08%	−$86 loss
Day of disclosureMar 19, 2025	Mar 19, 2025	$149.72	+1.31%	+$105 gain
30 days afterApr 16, 2025	Apr 16, 2025	$129.38	−12.5%	−$996 loss
90 days afterJun 16, 2025	Jun 16, 2025	$138.26	−6.44%	−$515 loss
Latest closeOct 20, 2026	Oct 20, 2026	$110.34	−25.3%	−$2,027 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: Mar 17, 2025Filed 2 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Mar 18, 2025New

Disclosed 2 days after the trade. CAH closed at $130.03 on Mar 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 tradeMar 18, 2025	Mar 18, 2025	$131.46	+1.10%	+$88 gain
Day of disclosureMar 19, 2025	Mar 19, 2025	$132.12	+1.61%	+$129 gain
30 days afterApr 16, 2025	Apr 16, 2025	$134.36	+3.33%	+$266 gain
90 days afterJun 16, 2025	Jun 16, 2025	$162.41	+24.9%	+$1,992 gain
Latest closeOct 20, 2026	Oct 20, 2026	$257.55	+98.1%	+$7,847 gain

Estimates: filers report neither the price nor the 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]

Transaction date: Mar 17, 2025Filed 2 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Mar 18, 2025New

Disclosed 2 days after the trade. CAT closed at $342.64 on Mar 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 tradeMar 18, 2025	Mar 18, 2025	$336.71	−1.73%	−$138 loss
Day of disclosureMar 19, 2025	Mar 19, 2025	$338.62	−1.17%	−$94 loss
30 days afterApr 16, 2025	Apr 16, 2025	$290.14	−15.3%	−$1,226 loss
90 days afterJun 16, 2025	Jun 16, 2025	$362.44	+5.78%	+$462 gain
Latest closeOct 20, 2026	Oct 20, 2026	$725.24	+111.7%	+$8,934 gain

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

Costco Wholesale Corporation - Common StockCOST

Stocks (including ADRs) [ST]

Transaction date: Mar 17, 2025Filed 2 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Mar 18, 2025New

Disclosed 2 days after the trade. COST closed at $916.61 on Mar 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 tradeMar 18, 2025	Mar 18, 2025	$898.05	−2.02%	−$162 loss
Day of disclosureMar 19, 2025	Mar 19, 2025	$904.05	−1.37%	−$110 loss
30 days afterApr 16, 2025	Apr 16, 2025	$967.75	+5.58%	+$446 gain
90 days afterJun 16, 2025	Jun 16, 2025	$984.36	+7.39%	+$591 gain
Latest closeOct 20, 2026	Oct 20, 2026	$994.61	+8.51%	+$681 gain

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

Digital Realty Trust, Inc. Common StockDLR

Stocks (including ADRs) [ST]

Transaction date: Mar 17, 2025Filed 2 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Mar 18, 2025New

Disclosed 2 days after the trade. DLR closed at $151.85 on Mar 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 tradeMar 18, 2025	Mar 18, 2025	$148.66	−2.10%	−$168 loss
Day of disclosureMar 19, 2025	Mar 19, 2025	$151.09	−0.50%	−$40 loss
30 days afterApr 16, 2025	Apr 16, 2025	$148.18	−2.42%	−$193 loss
90 days afterJun 16, 2025	Jun 16, 2025	$176.06	+15.9%	+$1,276 gain
Latest closeOct 20, 2026	Oct 20, 2026	$175.31	+15.4%	+$1,236 gain

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

Kinder Morgan, Inc. Common StockKMI

Stocks (including ADRs) [ST]

Transaction date: Mar 17, 2025Filed 2 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Mar 18, 2025New

Disclosed 2 days after the trade. KMI closed at $27.79 on Mar 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 tradeMar 18, 2025	Mar 18, 2025	$27.52	−0.97%	−$78 loss
Day of disclosureMar 19, 2025	Mar 19, 2025	$27.85	+0.22%	+$17 gain
30 days afterApr 16, 2025	Apr 16, 2025	$26.95	−3.02%	−$242 loss
90 days afterJun 16, 2025	Jun 16, 2025	$27.66	−0.47%	−$37 loss
Latest closeOct 20, 2026	Oct 20, 2026	$33.57	+20.8%	+$1,664 gain

Estimates: filers report neither the price nor the 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: Mar 17, 2025Filed 2 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Mar 18, 2025New

Disclosed 2 days after the trade. NVDA closed at $119.53 on Mar 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 tradeMar 18, 2025	Mar 18, 2025	$115.43	−3.43%	−$274 loss
Day of disclosureMar 19, 2025	Mar 19, 2025	$117.52	−1.68%	−$135 loss
30 days afterApr 16, 2025	Apr 16, 2025	$104.49	−12.6%	−$1,007 loss
90 days afterJun 16, 2025	Jun 16, 2025	$144.69	+21.0%	+$1,684 gain
Latest closeOct 22, 2026	Oct 22, 2026	$212.21	+77.5%	+$6,204 gain

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

United Parcel Service, Inc. Common StockUPS

Stocks (including ADRs) [ST]

Transaction date: Mar 17, 2025Filed 2 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Mar 18, 2025New

Disclosed 2 days after the trade. UPS closed at $118.06 on Mar 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 tradeMar 18, 2025	Mar 18, 2025	$118.86	+0.68%	+$54 gain
Day of disclosureMar 19, 2025	Mar 19, 2025	$117.47	−0.50%	−$40 loss
30 days afterApr 16, 2025	Apr 16, 2025	$94.20	−20.2%	−$1,617 loss
90 days afterJun 16, 2025	Jun 16, 2025	$101.09	−14.4%	−$1,150 loss
Latest closeOct 20, 2026	Oct 20, 2026	$98.52	−16.6%	−$1,324 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

Mar 17, 2025Filed 2 days later

Member

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

Purchase

$1,001 - $15,000

Notified Mar 18, 2025New

Disclosed 2 days after the trade. ABBV closed at $214.47 on Mar 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 tradeMar 18, 2025	Mar 18, 2025	$213.85	−0.29%	−$23 loss
Day of disclosureMar 19, 2025	Mar 19, 2025	$212.25	−1.04%	−$83 loss
30 days afterApr 16, 2025	Apr 16, 2025	$171.68	−20.0%	−$1,596 loss
90 days afterJun 16, 2025	Jun 16, 2025	$190.86	−11.0%	−$881 loss
Latest closeOct 20, 2026	Oct 20, 2026	$289.08	+34.8%	+$2,783 gain

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

Mar 17, 2025Filed 2 days later

Member

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

Purchase

$1,001 - $15,000

Notified Mar 18, 2025New

Disclosed 2 days after the trade. GOOG closed at $166.57 on Mar 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 tradeMar 18, 2025	Mar 18, 2025	$162.67	−2.34%	−$187 loss
Day of disclosureMar 19, 2025	Mar 19, 2025	$166.28	−0.17%	−$14 loss
30 days afterApr 16, 2025	Apr 16, 2025	$155.50	−6.65%	−$532 loss
90 days afterJun 16, 2025	Jun 16, 2025	$177.94	+6.83%	+$546 gain
Latest closeOct 20, 2026	Oct 20, 2026	$336.40	+102.0%	+$8,158 gain

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

Mar 17, 2025Filed 2 days later

Member

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

Purchase

$1,001 - $15,000

Notified Mar 18, 2025New

Disclosed 2 days after the trade. AAPL closed at $214.00 on Mar 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 tradeMar 18, 2025	Mar 18, 2025	$212.69	−0.61%	−$49 loss
Day of disclosureMar 19, 2025	Mar 19, 2025	$215.24	+0.58%	+$46 gain
30 days afterApr 16, 2025	Apr 16, 2025	$194.27	−9.22%	−$738 loss
90 days afterJun 16, 2025	Jun 16, 2025	$198.42	−7.28%	−$583 loss
Latest closeOct 20, 2026	Oct 20, 2026	$339.50	+58.6%	+$4,692 gain

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

Mar 17, 2025Filed 2 days later

Member

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

Purchase

$1,001 - $15,000

Notified Mar 18, 2025New

Disclosed 2 days after the trade. AMAT closed at $155.46 on Mar 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 tradeMar 18, 2025	Mar 18, 2025	$153.51	−1.25%	−$100 loss
Day of disclosureMar 19, 2025	Mar 19, 2025	$154.46	−0.64%	−$51 loss
30 days afterApr 16, 2025	Apr 16, 2025	$138.19	−11.1%	−$889 loss
90 days afterJun 16, 2025	Jun 16, 2025	$176.55	+13.6%	+$1,085 gain
Latest closeOct 20, 2026	Oct 20, 2026	$404.98	+160.5%	+$12,842 gain

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

Mar 17, 2025Filed 2 days later

Member

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

Purchase

$1,001 - $15,000

Notified Mar 18, 2025New

Disclosed 2 days after the trade. BX closed at $147.78 on Mar 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 tradeMar 18, 2025	Mar 18, 2025	$146.19	−1.08%	−$86 loss
Day of disclosureMar 19, 2025	Mar 19, 2025	$149.72	+1.31%	+$105 gain
30 days afterApr 16, 2025	Apr 16, 2025	$129.38	−12.5%	−$996 loss
90 days afterJun 16, 2025	Jun 16, 2025	$138.26	−6.44%	−$515 loss
Latest closeOct 20, 2026	Oct 20, 2026	$110.34	−25.3%	−$2,027 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.

Mar 17, 2025Filed 2 days later

Member

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

Purchase

$1,001 - $15,000

Notified Mar 18, 2025New

Disclosed 2 days after the trade. CAH closed at $130.03 on Mar 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 tradeMar 18, 2025	Mar 18, 2025	$131.46	+1.10%	+$88 gain
Day of disclosureMar 19, 2025	Mar 19, 2025	$132.12	+1.61%	+$129 gain
30 days afterApr 16, 2025	Apr 16, 2025	$134.36	+3.33%	+$266 gain
90 days afterJun 16, 2025	Jun 16, 2025	$162.41	+24.9%	+$1,992 gain
Latest closeOct 20, 2026	Oct 20, 2026	$257.55	+98.1%	+$7,847 gain

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

Mar 17, 2025Filed 2 days later

Member

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

Purchase

$1,001 - $15,000

Notified Mar 18, 2025New

Disclosed 2 days after the trade. CAT closed at $342.64 on Mar 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 tradeMar 18, 2025	Mar 18, 2025	$336.71	−1.73%	−$138 loss
Day of disclosureMar 19, 2025	Mar 19, 2025	$338.62	−1.17%	−$94 loss
30 days afterApr 16, 2025	Apr 16, 2025	$290.14	−15.3%	−$1,226 loss
90 days afterJun 16, 2025	Jun 16, 2025	$362.44	+5.78%	+$462 gain
Latest closeOct 20, 2026	Oct 20, 2026	$725.24	+111.7%	+$8,934 gain

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

Mar 17, 2025Filed 2 days later

Member

Costco Wholesale Corporation - Common StockCOSTStocks (including ADRs) [ST]

Purchase

$1,001 - $15,000

Notified Mar 18, 2025New

Disclosed 2 days after the trade. COST closed at $916.61 on Mar 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 tradeMar 18, 2025	Mar 18, 2025	$898.05	−2.02%	−$162 loss
Day of disclosureMar 19, 2025	Mar 19, 2025	$904.05	−1.37%	−$110 loss
30 days afterApr 16, 2025	Apr 16, 2025	$967.75	+5.58%	+$446 gain
90 days afterJun 16, 2025	Jun 16, 2025	$984.36	+7.39%	+$591 gain
Latest closeOct 20, 2026	Oct 20, 2026	$994.61	+8.51%	+$681 gain

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

Mar 17, 2025Filed 2 days later

Member

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

Purchase

$1,001 - $15,000

Notified Mar 18, 2025New

Disclosed 2 days after the trade. DLR closed at $151.85 on Mar 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 tradeMar 18, 2025	Mar 18, 2025	$148.66	−2.10%	−$168 loss
Day of disclosureMar 19, 2025	Mar 19, 2025	$151.09	−0.50%	−$40 loss
30 days afterApr 16, 2025	Apr 16, 2025	$148.18	−2.42%	−$193 loss
90 days afterJun 16, 2025	Jun 16, 2025	$176.06	+15.9%	+$1,276 gain
Latest closeOct 20, 2026	Oct 20, 2026	$175.31	+15.4%	+$1,236 gain

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

Mar 17, 2025Filed 2 days later

Member

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

Purchase

$1,001 - $15,000

Notified Mar 18, 2025New

Disclosed 2 days after the trade. KMI closed at $27.79 on Mar 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 tradeMar 18, 2025	Mar 18, 2025	$27.52	−0.97%	−$78 loss
Day of disclosureMar 19, 2025	Mar 19, 2025	$27.85	+0.22%	+$17 gain
30 days afterApr 16, 2025	Apr 16, 2025	$26.95	−3.02%	−$242 loss
90 days afterJun 16, 2025	Jun 16, 2025	$27.66	−0.47%	−$37 loss
Latest closeOct 20, 2026	Oct 20, 2026	$33.57	+20.8%	+$1,664 gain

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

Mar 17, 2025Filed 2 days later

Member

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

Purchase

$1,001 - $15,000

Notified Mar 18, 2025New

Disclosed 2 days after the trade. NVDA closed at $119.53 on Mar 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 tradeMar 18, 2025	Mar 18, 2025	$115.43	−3.43%	−$274 loss
Day of disclosureMar 19, 2025	Mar 19, 2025	$117.52	−1.68%	−$135 loss
30 days afterApr 16, 2025	Apr 16, 2025	$104.49	−12.6%	−$1,007 loss
90 days afterJun 16, 2025	Jun 16, 2025	$144.69	+21.0%	+$1,684 gain
Latest closeOct 22, 2026	Oct 22, 2026	$212.21	+77.5%	+$6,204 gain

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

Mar 17, 2025Filed 2 days later

Member

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

Purchase

$1,001 - $15,000

Notified Mar 18, 2025New

Disclosed 2 days after the trade. UPS closed at $118.06 on Mar 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 tradeMar 18, 2025	Mar 18, 2025	$118.86	+0.68%	+$54 gain
Day of disclosureMar 19, 2025	Mar 19, 2025	$117.47	−0.50%	−$40 loss
30 days afterApr 16, 2025	Apr 16, 2025	$94.20	−20.2%	−$1,617 loss
90 days afterJun 16, 2025	Jun 16, 2025	$101.09	−14.4%	−$1,150 loss
Latest closeOct 20, 2026	Oct 20, 2026	$98.52	−16.6%	−$1,324 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.

Mar 17, 2025Filed 2 days later

Member

US Treasury BillGovernment Securities and Agency Debt [GS]

Purchase

$100,001 - $250,000

Notified Mar 18, 2025New

No ticker reported

Dollar General Corporation Common StockDG

Stocks (including ADRs) [ST]

Transaction date: Mar 3, 2025Filed 6 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Mar 4, 2025New

Disclosed 6 days after the trade. DG closed at $71.89 on Mar 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 tradeMar 4, 2025	Mar 4, 2025	$72.92	+1.43%	+$115 gain
Day of disclosureMar 10, 2025	Mar 10, 2025	$82.80	+15.2%	+$1,214 gain
30 days afterApr 2, 2025	Apr 2, 2025	$90.20	+25.5%	+$2,038 gain
90 days afterJun 2, 2025	Jun 2, 2025	$97.17	+35.2%	+$2,814 gain
Latest closeOct 20, 2026	Oct 20, 2026	$134.19	+86.7%	+$6,934 gain

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

Goldman Sachs Group, Inc.GS

Stocks (including ADRs) [ST]

Transaction date: Mar 7, 2025Filed 2 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Mar 7, 2025New

Disclosed 2 days after the trade. GS closed at $559.67 on Mar 7, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 bought
Day after the tradeMar 10, 2025	Mar 10, 2025	$531.66	−5.00%	−$400 loss
Day of disclosureMar 10, 2025	Mar 10, 2025	$531.66	−5.00%	−$400 loss
30 days afterApr 7, 2025	Apr 7, 2025	$465.51	−16.8%	−$1,346 loss
90 days afterJun 5, 2025	Jun 5, 2025	$605.88	+8.26%	+$661 gain
Latest closeOct 20, 2026	Oct 20, 2026	$884.81	+58.1%	+$4,648 gain

Estimates: filers report neither the price nor the 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: Mar 3, 2025Filed 6 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Mar 4, 2025New

Disclosed 6 days after the trade. PI closed at $87.73 on Mar 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 tradeMar 4, 2025	Mar 4, 2025	$90.20	+2.82%	+$225 gain
Day of disclosureMar 10, 2025	Mar 10, 2025	$100.71	+14.8%	+$1,184 gain
30 days afterApr 2, 2025	Apr 2, 2025	$91.06	+3.80%	+$304 gain
90 days afterJun 2, 2025	Jun 2, 2025	$116.51	+32.8%	+$2,625 gain
Latest closeOct 20, 2026	Oct 20, 2026	$177.84	+102.7%	+$8,218 gain

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

iShares Bitcoin Trust ETFIBIT

Stocks (including ADRs) [ST]

Transaction date: Mar 3, 2025Filed 6 days later
Type: Purchase
Amount (as reported): $15,001 - $50,000
Owner: Member
Notified / status: Notified Mar 4, 2025New

Disclosed 6 days after the trade. IBIT closed at $48.90 on Mar 3, 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 tradeMar 4, 2025	Mar 4, 2025	$49.39	+1.00%	+$326 gain
Day of disclosureMar 10, 2025	Mar 10, 2025	$44.91	−8.16%	−$2,652 loss
30 days afterApr 2, 2025	Apr 2, 2025	$49.41	+1.04%	+$339 gain
90 days afterJun 2, 2025	Jun 2, 2025	$59.36	+21.4%	+$6,952 gain
Latest closeOct 20, 2026	Oct 20, 2026	$46.71	−4.48%	−$1,456 loss

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

Tesla, Inc. - Common StockTSLA

Stocks (including ADRs) [ST]

Transaction date: Mar 7, 2025Filed 2 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Mar 7, 2025New

Disclosed 2 days after the trade. TSLA closed at $262.67 on Mar 7, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 bought
Day after the tradeMar 10, 2025	Mar 10, 2025	$222.15	−15.4%	−$1,234 loss
Day of disclosureMar 10, 2025	Mar 10, 2025	$222.15	−15.4%	−$1,234 loss
30 days afterApr 7, 2025	Apr 7, 2025	$233.29	−11.2%	−$895 loss
90 days afterJun 5, 2025	Jun 5, 2025	$284.70	+8.39%	+$671 gain
Latest closeOct 20, 2026	Oct 20, 2026	$373.71	+42.3%	+$3,382 gain

Estimates: filers report neither the price nor the 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

Mar 7, 2025Filed 2 days later

Member

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

Purchase

$1,001 - $15,000

Notified Mar 7, 2025New

Disclosed 2 days after the trade. CRWD closed at $83.38 on Mar 7, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 bought
Day after the tradeMar 10, 2025	Mar 10, 2025	$77.22	−7.39%	−$591 loss
Day of disclosureMar 10, 2025	Mar 10, 2025	$77.22	−7.39%	−$591 loss
30 days afterApr 7, 2025	Apr 7, 2025	$81.09	−2.74%	−$219 loss
90 days afterJun 5, 2025	Jun 5, 2025	$115.74	+38.8%	+$3,105 gain
Latest closeOct 20, 2026	Oct 20, 2026	$227.37	+172.7%	+$13,818 gain

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

Mar 7, 2025Filed 2 days later

Member

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

Purchase

$1,001 - $15,000

Notified Mar 7, 2025New

Disclosed 2 days after the trade. DG closed at $81.84 on Mar 7, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 bought
Day after the tradeMar 10, 2025	Mar 10, 2025	$82.80	+1.17%	+$94 gain
Day of disclosureMar 10, 2025	Mar 10, 2025	$82.80	+1.17%	+$94 gain
30 days afterApr 7, 2025	Apr 7, 2025	$92.02	+12.4%	+$995 gain
90 days afterJun 5, 2025	Jun 5, 2025	$113.84	+39.1%	+$3,128 gain
Latest closeOct 20, 2026	Oct 20, 2026	$134.19	+64.0%	+$5,118 gain

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

Mar 3, 2025Filed 6 days later

Member

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

Purchase

$1,001 - $15,000

Notified Mar 4, 2025New

Disclosed 6 days after the trade. DG closed at $71.89 on Mar 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 tradeMar 4, 2025	Mar 4, 2025	$72.92	+1.43%	+$115 gain
Day of disclosureMar 10, 2025	Mar 10, 2025	$82.80	+15.2%	+$1,214 gain
30 days afterApr 2, 2025	Apr 2, 2025	$90.20	+25.5%	+$2,038 gain
90 days afterJun 2, 2025	Jun 2, 2025	$97.17	+35.2%	+$2,814 gain
Latest closeOct 20, 2026	Oct 20, 2026	$134.19	+86.7%	+$6,934 gain

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

Mar 7, 2025Filed 2 days later

Member

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

Purchase

$1,001 - $15,000

Notified Mar 7, 2025New

Disclosed 2 days after the trade. GS closed at $559.67 on Mar 7, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 bought
Day after the tradeMar 10, 2025	Mar 10, 2025	$531.66	−5.00%	−$400 loss
Day of disclosureMar 10, 2025	Mar 10, 2025	$531.66	−5.00%	−$400 loss
30 days afterApr 7, 2025	Apr 7, 2025	$465.51	−16.8%	−$1,346 loss
90 days afterJun 5, 2025	Jun 5, 2025	$605.88	+8.26%	+$661 gain
Latest closeOct 20, 2026	Oct 20, 2026	$884.81	+58.1%	+$4,648 gain

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

Mar 3, 2025Filed 6 days later

Member

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

Purchase

$1,001 - $15,000

Notified Mar 4, 2025New

Disclosed 6 days after the trade. PI closed at $87.73 on Mar 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 tradeMar 4, 2025	Mar 4, 2025	$90.20	+2.82%	+$225 gain
Day of disclosureMar 10, 2025	Mar 10, 2025	$100.71	+14.8%	+$1,184 gain
30 days afterApr 2, 2025	Apr 2, 2025	$91.06	+3.80%	+$304 gain
90 days afterJun 2, 2025	Jun 2, 2025	$116.51	+32.8%	+$2,625 gain
Latest closeOct 20, 2026	Oct 20, 2026	$177.84	+102.7%	+$8,218 gain

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

Mar 3, 2025Filed 6 days later

Member

iShares Bitcoin Trust ETFIBITStocks (including ADRs) [ST]

Purchase

$15,001 - $50,000

Notified Mar 4, 2025New

Disclosed 6 days after the trade. IBIT closed at $48.90 on Mar 3, 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 tradeMar 4, 2025	Mar 4, 2025	$49.39	+1.00%	+$326 gain
Day of disclosureMar 10, 2025	Mar 10, 2025	$44.91	−8.16%	−$2,652 loss
30 days afterApr 2, 2025	Apr 2, 2025	$49.41	+1.04%	+$339 gain
90 days afterJun 2, 2025	Jun 2, 2025	$59.36	+21.4%	+$6,952 gain
Latest closeOct 20, 2026	Oct 20, 2026	$46.71	−4.48%	−$1,456 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.

Mar 7, 2025Filed 2 days later

Member

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

Purchase

$1,001 - $15,000

Notified Mar 7, 2025New

Disclosed 2 days after the trade. TSLA closed at $262.67 on Mar 7, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 bought
Day after the tradeMar 10, 2025	Mar 10, 2025	$222.15	−15.4%	−$1,234 loss
Day of disclosureMar 10, 2025	Mar 10, 2025	$222.15	−15.4%	−$1,234 loss
30 days afterApr 7, 2025	Apr 7, 2025	$233.29	−11.2%	−$895 loss
90 days afterJun 5, 2025	Jun 5, 2025	$284.70	+8.39%	+$671 gain
Latest closeOct 20, 2026	Oct 20, 2026	$373.71	+42.3%	+$3,382 gain

Estimates: filers report neither the price nor the 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: Feb 12, 2025Filed 2 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Feb 13, 2025New

Disclosed 2 days after the trade. DVN closed at $33.97 on Feb 12, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 bought
Day after the tradeFeb 13, 2025	Feb 13, 2025	$34.22	+0.74%	+$59 gain
Day of disclosureFeb 14, 2025	Feb 14, 2025	$34.64	+1.97%	+$158 gain
30 days afterMar 14, 2025	Mar 14, 2025	$34.55	+1.71%	+$137 gain
90 days afterMay 13, 2025	May 13, 2025	$34.29	+0.94%	+$75 gain
Latest closeOct 20, 2026	Oct 20, 2026	$50.38	+48.3%	+$3,865 gain

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

Goldman Sachs Group, Inc.GS

Stocks (including ADRs) [ST]

Transaction date: Feb 12, 2025Filed 2 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Feb 13, 2025New

Disclosed 2 days after the trade. GS closed at $649.00 on Feb 12, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 bought
Day after the tradeFeb 13, 2025	Feb 13, 2025	$648.95	−0.01%	−$1 loss
Day of disclosureFeb 14, 2025	Feb 14, 2025	$660.55	+1.78%	+$142 gain
30 days afterMar 14, 2025	Mar 14, 2025	$541.41	−16.6%	−$1,326 loss
90 days afterMay 13, 2025	May 13, 2025	$603.81	−6.96%	−$557 loss
Latest closeOct 20, 2026	Oct 20, 2026	$884.81	+36.3%	+$2,907 gain

Estimates: filers report neither the price nor the 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]

Transaction date: Feb 12, 2025Filed 2 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Feb 13, 2025New

Disclosed 2 days after the trade. INTC closed at $22.48 on Feb 12, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 bought
Day after the tradeFeb 13, 2025	Feb 13, 2025	$24.13	+7.34%	+$587 gain
Day of disclosureFeb 14, 2025	Feb 14, 2025	$23.60	+4.98%	+$399 gain
30 days afterMar 14, 2025	Mar 14, 2025	$24.05	+6.98%	+$559 gain
90 days afterMay 13, 2025	May 13, 2025	$22.56	+0.36%	+$28 gain
Latest closeOct 20, 2026	Oct 20, 2026	$91.69	+307.9%	+$24,633 gain

Estimates: filers report neither the price nor the 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: Feb 12, 2025Filed 2 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Feb 13, 2025New

Disclosed 2 days after the trade. META closed at $725.38 on Feb 12, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 bought
Day after the tradeFeb 13, 2025	Feb 13, 2025	$728.56	+0.44%	+$35 gain
Day of disclosureFeb 14, 2025	Feb 14, 2025	$736.67	+1.56%	+$125 gain
30 days afterMar 14, 2025	Mar 14, 2025	$607.60	−16.2%	−$1,299 loss
90 days afterMay 13, 2025	May 13, 2025	$656.03	−9.56%	−$765 loss
Latest closeOct 20, 2026	Oct 20, 2026	$694.25	−4.29%	−$343 loss

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

Microsoft Corporation - Common StockMSFT

Stocks (including ADRs) [ST]

Transaction date: Feb 12, 2025Filed 2 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Feb 13, 2025New

Disclosed 2 days after the trade. MSFT closed at $409.04 on Feb 12, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 bought
Day after the tradeFeb 13, 2025	Feb 13, 2025	$410.54	+0.37%	+$29 gain
Day of disclosureFeb 14, 2025	Feb 14, 2025	$408.43	−0.15%	−$12 loss
30 days afterMar 14, 2025	Mar 14, 2025	$388.56	−5.01%	−$401 loss
90 days afterMay 13, 2025	May 13, 2025	$449.14	+9.80%	+$784 gain
Latest closeOct 20, 2026	Oct 20, 2026	$531.87	+30.0%	+$2,403 gain

Estimates: filers report neither the price nor the 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: Feb 12, 2025Filed 2 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Feb 13, 2025New

Disclosed 2 days after the trade. NSC closed at $253.91 on Feb 12, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 bought
Day after the tradeFeb 13, 2025	Feb 13, 2025	$257.22	+1.30%	+$104 gain
Day of disclosureFeb 14, 2025	Feb 14, 2025	$255.99	+0.82%	+$66 gain
30 days afterMar 14, 2025	Mar 14, 2025	$232.30	−8.51%	−$681 loss
90 days afterMay 13, 2025	May 13, 2025	$240.26	−5.38%	−$430 loss
Latest closeOct 20, 2026	Oct 20, 2026	$325.57	+28.2%	+$2,258 gain

Estimates: filers report neither the price nor the 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: Feb 12, 2025Filed 2 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Feb 13, 2025New

Disclosed 2 days after the trade. PLTR closed at $117.39 on Feb 12, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 bought
Day after the tradeFeb 13, 2025	Feb 13, 2025	$117.91	+0.44%	+$35 gain
Day of disclosureFeb 14, 2025	Feb 14, 2025	$119.16	+1.51%	+$121 gain
30 days afterMar 14, 2025	Mar 14, 2025	$86.24	−26.5%	−$2,123 loss
90 days afterMay 13, 2025	May 13, 2025	$128.10	+9.12%	+$730 gain
Latest closeOct 20, 2026	Oct 20, 2026	$192.60	+64.1%	+$5,126 gain

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

United Parcel Service, Inc. Common StockUPS

Stocks (including ADRs) [ST]

Transaction date: Feb 12, 2025Filed 2 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Feb 13, 2025New

Disclosed 2 days after the trade. UPS closed at $114.26 on Feb 12, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 bought
Day after the tradeFeb 13, 2025	Feb 13, 2025	$115.64	+1.21%	+$97 gain
Day of disclosureFeb 14, 2025	Feb 14, 2025	$116.22	+1.72%	+$137 gain
30 days afterMar 14, 2025	Mar 14, 2025	$116.76	+2.19%	+$175 gain
90 days afterMay 13, 2025	May 13, 2025	$99.81	−12.6%	−$1,012 loss
Latest closeOct 20, 2026	Oct 20, 2026	$98.52	−13.8%	−$1,102 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

Feb 12, 2025Filed 2 days later

Member

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

Purchase

$1,001 - $15,000

Notified Feb 13, 2025New

Disclosed 2 days after the trade. ADBE closed at $462.76 on Feb 12, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 bought
Day after the tradeFeb 13, 2025	Feb 13, 2025	$459.22	−0.76%	−$61 loss
Day of disclosureFeb 14, 2025	Feb 14, 2025	$460.16	−0.56%	−$45 loss
30 days afterMar 14, 2025	Mar 14, 2025	$394.74	−14.7%	−$1,176 loss
90 days afterMay 13, 2025	May 13, 2025	$397.40	−14.1%	−$1,130 loss
Latest closeOct 20, 2026	Oct 20, 2026	$256.73	−44.5%	−$3,562 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.

Feb 12, 2025Filed 2 days later

Member

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

Purchase

$1,001 - $15,000

Notified Feb 13, 2025New

Disclosed 2 days after the trade. AAPL closed at $236.87 on Feb 12, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 bought
Day after the tradeFeb 13, 2025	Feb 13, 2025	$241.53	+1.97%	+$157 gain
Day of disclosureFeb 14, 2025	Feb 14, 2025	$244.60	+3.26%	+$261 gain
30 days afterMar 14, 2025	Mar 14, 2025	$213.49	−9.87%	−$790 loss
90 days afterMay 13, 2025	May 13, 2025	$212.93	−10.1%	−$809 loss
Latest closeOct 20, 2026	Oct 20, 2026	$339.50	+43.3%	+$3,467 gain

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

Feb 12, 2025Filed 2 days later

Member

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

Purchase

$1,001 - $15,000

Notified Feb 13, 2025New

Disclosed 2 days after the trade. DVN closed at $33.97 on Feb 12, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 bought
Day after the tradeFeb 13, 2025	Feb 13, 2025	$34.22	+0.74%	+$59 gain
Day of disclosureFeb 14, 2025	Feb 14, 2025	$34.64	+1.97%	+$158 gain
30 days afterMar 14, 2025	Mar 14, 2025	$34.55	+1.71%	+$137 gain
90 days afterMay 13, 2025	May 13, 2025	$34.29	+0.94%	+$75 gain
Latest closeOct 20, 2026	Oct 20, 2026	$50.38	+48.3%	+$3,865 gain

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

Feb 12, 2025Filed 2 days later

Member

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

Purchase

$1,001 - $15,000

Notified Feb 13, 2025New

Disclosed 2 days after the trade. GS closed at $649.00 on Feb 12, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 bought
Day after the tradeFeb 13, 2025	Feb 13, 2025	$648.95	−0.01%	−$1 loss
Day of disclosureFeb 14, 2025	Feb 14, 2025	$660.55	+1.78%	+$142 gain
30 days afterMar 14, 2025	Mar 14, 2025	$541.41	−16.6%	−$1,326 loss
90 days afterMay 13, 2025	May 13, 2025	$603.81	−6.96%	−$557 loss
Latest closeOct 20, 2026	Oct 20, 2026	$884.81	+36.3%	+$2,907 gain

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

Feb 12, 2025Filed 2 days later

Member

Intel Corporation - Common StockINTCStocks (including ADRs) [ST]

Purchase

$1,001 - $15,000

Notified Feb 13, 2025New

Disclosed 2 days after the trade. INTC closed at $22.48 on Feb 12, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 bought
Day after the tradeFeb 13, 2025	Feb 13, 2025	$24.13	+7.34%	+$587 gain
Day of disclosureFeb 14, 2025	Feb 14, 2025	$23.60	+4.98%	+$399 gain
30 days afterMar 14, 2025	Mar 14, 2025	$24.05	+6.98%	+$559 gain
90 days afterMay 13, 2025	May 13, 2025	$22.56	+0.36%	+$28 gain
Latest closeOct 20, 2026	Oct 20, 2026	$91.69	+307.9%	+$24,633 gain

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

Feb 12, 2025Filed 2 days later

Member

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

Purchase

$1,001 - $15,000

Notified Feb 13, 2025New

Disclosed 2 days after the trade. META closed at $725.38 on Feb 12, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 bought
Day after the tradeFeb 13, 2025	Feb 13, 2025	$728.56	+0.44%	+$35 gain
Day of disclosureFeb 14, 2025	Feb 14, 2025	$736.67	+1.56%	+$125 gain
30 days afterMar 14, 2025	Mar 14, 2025	$607.60	−16.2%	−$1,299 loss
90 days afterMay 13, 2025	May 13, 2025	$656.03	−9.56%	−$765 loss
Latest closeOct 20, 2026	Oct 20, 2026	$694.25	−4.29%	−$343 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.

Feb 12, 2025Filed 2 days later

Member

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

Purchase

$1,001 - $15,000

Notified Feb 13, 2025New

Disclosed 2 days after the trade. MSFT closed at $409.04 on Feb 12, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 bought
Day after the tradeFeb 13, 2025	Feb 13, 2025	$410.54	+0.37%	+$29 gain
Day of disclosureFeb 14, 2025	Feb 14, 2025	$408.43	−0.15%	−$12 loss
30 days afterMar 14, 2025	Mar 14, 2025	$388.56	−5.01%	−$401 loss
90 days afterMay 13, 2025	May 13, 2025	$449.14	+9.80%	+$784 gain
Latest closeOct 20, 2026	Oct 20, 2026	$531.87	+30.0%	+$2,403 gain

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

Feb 12, 2025Filed 2 days later

Member

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

Purchase

$1,001 - $15,000

Notified Feb 13, 2025New

Disclosed 2 days after the trade. NSC closed at $253.91 on Feb 12, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 bought
Day after the tradeFeb 13, 2025	Feb 13, 2025	$257.22	+1.30%	+$104 gain
Day of disclosureFeb 14, 2025	Feb 14, 2025	$255.99	+0.82%	+$66 gain
30 days afterMar 14, 2025	Mar 14, 2025	$232.30	−8.51%	−$681 loss
90 days afterMay 13, 2025	May 13, 2025	$240.26	−5.38%	−$430 loss
Latest closeOct 20, 2026	Oct 20, 2026	$325.57	+28.2%	+$2,258 gain

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

Feb 12, 2025Filed 2 days later

Member

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

Purchase

$1,001 - $15,000

Notified Feb 13, 2025New

Disclosed 2 days after the trade. PLTR closed at $117.39 on Feb 12, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 bought
Day after the tradeFeb 13, 2025	Feb 13, 2025	$117.91	+0.44%	+$35 gain
Day of disclosureFeb 14, 2025	Feb 14, 2025	$119.16	+1.51%	+$121 gain
30 days afterMar 14, 2025	Mar 14, 2025	$86.24	−26.5%	−$2,123 loss
90 days afterMay 13, 2025	May 13, 2025	$128.10	+9.12%	+$730 gain
Latest closeOct 20, 2026	Oct 20, 2026	$192.60	+64.1%	+$5,126 gain

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

Feb 12, 2025Filed 2 days later

Member

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

Purchase

$1,001 - $15,000

Notified Feb 13, 2025New

Disclosed 2 days after the trade. UPS closed at $114.26 on Feb 12, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 bought
Day after the tradeFeb 13, 2025	Feb 13, 2025	$115.64	+1.21%	+$97 gain
Day of disclosureFeb 14, 2025	Feb 14, 2025	$116.22	+1.72%	+$137 gain
30 days afterMar 14, 2025	Mar 14, 2025	$116.76	+2.19%	+$175 gain
90 days afterMay 13, 2025	May 13, 2025	$99.81	−12.6%	−$1,012 loss
Latest closeOct 20, 2026	Oct 20, 2026	$98.52	−13.8%	−$1,102 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.

Feb 12, 2025Filed 2 days later

Member

US Treasury BillGovernment Securities and Agency Debt [GS]

Purchase

$100,001 - $250,000

Notified Feb 13, 2025New

No ticker reported

Disclosed 19 days after the trade. AMD closed at $121.84 on Jan 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 tradeJan 10, 2025	Jan 10, 2025	$116.04	−4.76%	−$381 loss
Day of disclosureJan 27, 2025	Jan 27, 2025	$115.01	−5.61%	−$449 loss
30 days afterFeb 7, 2025	Feb 7, 2025	$107.56	−11.7%	−$938 loss
90 days afterApr 8, 2025	Apr 8, 2025	$78.21	−35.8%	−$2,865 loss
Latest closeOct 20, 2026	Oct 20, 2026	$534.74	+338.9%	+$27,114 gain

Estimates: filers report neither the price nor the 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: LGS Trust

Transaction date: Jan 8, 2025Filed 19 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jan 10, 2025New

Disclosed 19 days after the trade. AMD closed at $121.84 on Jan 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 tradeJan 10, 2025	Jan 10, 2025	$116.04	−4.76%	−$381 loss
Day of disclosureJan 27, 2025	Jan 27, 2025	$115.01	−5.61%	−$449 loss
30 days afterFeb 7, 2025	Feb 7, 2025	$107.56	−11.7%	−$938 loss
90 days afterApr 8, 2025	Apr 8, 2025	$78.21	−35.8%	−$2,865 loss
Latest closeOct 20, 2026	Oct 20, 2026	$534.74	+338.9%	+$27,114 gain

Estimates: filers report neither the price nor the 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: Jan 21, 2025Filed 6 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jan 22, 2025New

Disclosed 6 days after the trade. AMD closed at $122.28 on Jan 21, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJan 22, 2025	Jan 22, 2025	$123.75	+1.20%	+$96 gain
Day of disclosureJan 27, 2025	Jan 27, 2025	$115.01	−5.95%	−$476 loss
30 days afterFeb 20, 2025	Feb 20, 2025	$114.17	−6.63%	−$531 loss
90 days afterApr 21, 2025	Apr 21, 2025	$85.56	−30.0%	−$2,403 loss
Latest closeOct 20, 2026	Oct 20, 2026	$534.74	+337.3%	+$26,988 gain

Estimates: filers report neither the price nor the 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: TGR Trust

Transaction date: Jan 8, 2025Filed 19 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jan 10, 2025New

Disclosed 19 days after the trade. AMD closed at $121.84 on Jan 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 tradeJan 10, 2025	Jan 10, 2025	$116.04	−4.76%	−$381 loss
Day of disclosureJan 27, 2025	Jan 27, 2025	$115.01	−5.61%	−$449 loss
30 days afterFeb 7, 2025	Feb 7, 2025	$107.56	−11.7%	−$938 loss
90 days afterApr 8, 2025	Apr 8, 2025	$78.21	−35.8%	−$2,865 loss
Latest closeOct 20, 2026	Oct 20, 2026	$534.74	+338.9%	+$27,114 gain

Estimates: filers report neither the price nor the 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: DG Trust

Transaction date: Jan 8, 2025Filed 19 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jan 10, 2025New

Disclosed 19 days after the trade. GOOG closed at $195.39 on Jan 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 tradeJan 10, 2025	Jan 10, 2025	$193.17	−1.14%	−$91 loss
Day of disclosureJan 27, 2025	Jan 27, 2025	$193.77	−0.83%	−$66 loss
30 days afterFeb 7, 2025	Feb 7, 2025	$187.14	−4.22%	−$338 loss
90 days afterApr 8, 2025	Apr 8, 2025	$146.58	−25.0%	−$1,999 loss
Latest closeOct 20, 2026	Oct 20, 2026	$336.40	+72.2%	+$5,774 gain

Estimates: filers report neither the price nor the 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: LGS Trust

Transaction date: Jan 8, 2025Filed 19 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jan 10, 2025New

Disclosed 19 days after the trade. GOOG closed at $195.39 on Jan 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 tradeJan 10, 2025	Jan 10, 2025	$193.17	−1.14%	−$91 loss
Day of disclosureJan 27, 2025	Jan 27, 2025	$193.77	−0.83%	−$66 loss
30 days afterFeb 7, 2025	Feb 7, 2025	$187.14	−4.22%	−$338 loss
90 days afterApr 8, 2025	Apr 8, 2025	$146.58	−25.0%	−$1,999 loss
Latest closeOct 20, 2026	Oct 20, 2026	$336.40	+72.2%	+$5,774 gain

Estimates: filers report neither the price nor the 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: TGR Trust

Transaction date: Jan 8, 2025Filed 19 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jan 10, 2025New

Disclosed 19 days after the trade. GOOG closed at $195.39 on Jan 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 tradeJan 10, 2025	Jan 10, 2025	$193.17	−1.14%	−$91 loss
Day of disclosureJan 27, 2025	Jan 27, 2025	$193.77	−0.83%	−$66 loss
30 days afterFeb 7, 2025	Feb 7, 2025	$187.14	−4.22%	−$338 loss
90 days afterApr 8, 2025	Apr 8, 2025	$146.58	−25.0%	−$1,999 loss
Latest closeOct 20, 2026	Oct 20, 2026	$336.40	+72.2%	+$5,774 gain

Estimates: filers report neither the price nor the 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: LGS Trust

Transaction date: Jan 8, 2025Filed 19 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jan 10, 2025New

Disclosed 19 days after the trade. AMZN closed at $222.13 on Jan 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 tradeJan 10, 2025	Jan 10, 2025	$218.94	−1.44%	−$115 loss
Day of disclosureJan 27, 2025	Jan 27, 2025	$235.42	+5.98%	+$479 gain
30 days afterFeb 7, 2025	Feb 7, 2025	$229.15	+3.16%	+$253 gain
90 days afterApr 8, 2025	Apr 8, 2025	$170.66	−23.2%	−$1,854 loss
Latest closeOct 20, 2026	Oct 20, 2026	$262.63	+18.2%	+$1,459 gain

Estimates: filers report neither the price nor the 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: DG Trust

Transaction date: Jan 8, 2025Filed 19 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jan 10, 2025New

Disclosed 19 days after the trade. AMZN closed at $222.13 on Jan 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 tradeJan 10, 2025	Jan 10, 2025	$218.94	−1.44%	−$115 loss
Day of disclosureJan 27, 2025	Jan 27, 2025	$235.42	+5.98%	+$479 gain
30 days afterFeb 7, 2025	Feb 7, 2025	$229.15	+3.16%	+$253 gain
90 days afterApr 8, 2025	Apr 8, 2025	$170.66	−23.2%	−$1,854 loss
Latest closeOct 20, 2026	Oct 20, 2026	$262.63	+18.2%	+$1,459 gain

Estimates: filers report neither the price nor the 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: Jan 8, 2025Filed 19 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jan 10, 2025New

Disclosed 19 days after the trade. AMZN closed at $222.13 on Jan 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 tradeJan 10, 2025	Jan 10, 2025	$218.94	−1.44%	−$115 loss
Day of disclosureJan 27, 2025	Jan 27, 2025	$235.42	+5.98%	+$479 gain
30 days afterFeb 7, 2025	Feb 7, 2025	$229.15	+3.16%	+$253 gain
90 days afterApr 8, 2025	Apr 8, 2025	$170.66	−23.2%	−$1,854 loss
Latest closeOct 20, 2026	Oct 20, 2026	$262.63	+18.2%	+$1,459 gain

Estimates: filers report neither the price nor the 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: TGR Trust

Transaction date: Jan 8, 2025Filed 19 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jan 10, 2025New

Disclosed 19 days after the trade. AMZN closed at $222.13 on Jan 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 tradeJan 10, 2025	Jan 10, 2025	$218.94	−1.44%	−$115 loss
Day of disclosureJan 27, 2025	Jan 27, 2025	$235.42	+5.98%	+$479 gain
30 days afterFeb 7, 2025	Feb 7, 2025	$229.15	+3.16%	+$253 gain
90 days afterApr 8, 2025	Apr 8, 2025	$170.66	−23.2%	−$1,854 loss
Latest closeOct 20, 2026	Oct 20, 2026	$262.63	+18.2%	+$1,459 gain

Estimates: filers report neither the price nor the 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: Jan 21, 2025Filed 6 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jan 22, 2025New

Disclosed 6 days after the trade. AMZN closed at $230.71 on Jan 21, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJan 22, 2025	Jan 22, 2025	$235.01	+1.86%	+$149 gain
Day of disclosureJan 27, 2025	Jan 27, 2025	$235.42	+2.04%	+$163 gain
30 days afterFeb 20, 2025	Feb 20, 2025	$222.88	−3.39%	−$272 loss
90 days afterApr 21, 2025	Apr 21, 2025	$167.32	−27.5%	−$2,198 loss
Latest closeOct 20, 2026	Oct 20, 2026	$262.63	+13.8%	+$1,107 gain

Estimates: filers report neither the price nor the 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: Jan 8, 2025Filed 19 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jan 10, 2025New

Disclosed 19 days after the trade. ASML closed at $743.98 on Jan 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 tradeJan 10, 2025	Jan 10, 2025	$739.01	−0.67%	−$53 loss
Day of disclosureJan 27, 2025	Jan 27, 2025	$690.15	−7.24%	−$579 loss
30 days afterFeb 7, 2025	Feb 7, 2025	$727.70	−2.19%	−$175 loss
90 days afterApr 8, 2025	Apr 8, 2025	$595.37	−20.0%	−$1,598 loss
Latest closeOct 20, 2026	Oct 20, 2026	$1,630.84	+119.2%	+$9,538 gain

Estimates: filers report neither the price nor the 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: Jan 21, 2025Filed 6 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jan 22, 2025New

Disclosed 6 days after the trade. CAH closed at $127.83 on Jan 21, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJan 22, 2025	Jan 22, 2025	$128.75	+0.72%	+$58 gain
Day of disclosureJan 27, 2025	Jan 27, 2025	$130.73	+2.27%	+$182 gain
30 days afterFeb 20, 2025	Feb 20, 2025	$127.38	−0.35%	−$28 loss
90 days afterApr 21, 2025	Apr 21, 2025	$131.17	+2.61%	+$209 gain
Latest closeOct 20, 2026	Oct 20, 2026	$257.55	+101.5%	+$8,119 gain

Estimates: filers report neither the price nor the 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: LGS Trust

Transaction date: Jan 8, 2025Filed 19 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jan 10, 2025New

Disclosed 19 days after the trade. CAT closed at $361.07 on Jan 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 tradeJan 10, 2025	Jan 10, 2025	$351.00	−2.79%	−$223 loss
Day of disclosureJan 27, 2025	Jan 27, 2025	$394.98	+9.39%	+$751 gain
30 days afterFeb 7, 2025	Feb 7, 2025	$363.88	+0.78%	+$62 gain
90 days afterApr 8, 2025	Apr 8, 2025	$273.94	−24.1%	−$1,931 loss
Latest closeOct 20, 2026	Oct 20, 2026	$725.24	+100.9%	+$8,070 gain

Estimates: filers report neither the price nor the 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: TGR Trust

Transaction date: Jan 8, 2025Filed 19 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jan 10, 2025New

Disclosed 19 days after the trade. CAT closed at $361.07 on Jan 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 tradeJan 10, 2025	Jan 10, 2025	$351.00	−2.79%	−$223 loss
Day of disclosureJan 27, 2025	Jan 27, 2025	$394.98	+9.39%	+$751 gain
30 days afterFeb 7, 2025	Feb 7, 2025	$363.88	+0.78%	+$62 gain
90 days afterApr 8, 2025	Apr 8, 2025	$273.94	−24.1%	−$1,931 loss
Latest closeOct 20, 2026	Oct 20, 2026	$725.24	+100.9%	+$8,070 gain

Estimates: filers report neither the price nor the 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: DG Trust

Transaction date: Jan 8, 2025Filed 19 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jan 10, 2025New

Disclosed 19 days after the trade. CAT closed at $361.07 on Jan 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 tradeJan 10, 2025	Jan 10, 2025	$351.00	−2.79%	−$223 loss
Day of disclosureJan 27, 2025	Jan 27, 2025	$394.98	+9.39%	+$751 gain
30 days afterFeb 7, 2025	Feb 7, 2025	$363.88	+0.78%	+$62 gain
90 days afterApr 8, 2025	Apr 8, 2025	$273.94	−24.1%	−$1,931 loss
Latest closeOct 20, 2026	Oct 20, 2026	$725.24	+100.9%	+$8,070 gain

Estimates: filers report neither the price nor the 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: Jan 21, 2025Filed 6 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jan 23, 2025New

Disclosed 6 days after the trade. DVN closed at $36.73 on Jan 21, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJan 22, 2025	Jan 22, 2025	$36.46	−0.74%	−$59 loss
Day of disclosureJan 27, 2025	Jan 27, 2025	$35.33	−3.81%	−$305 loss
30 days afterFeb 20, 2025	Feb 20, 2025	$38.55	+4.96%	+$396 gain
90 days afterApr 21, 2025	Apr 21, 2025	$29.48	−19.7%	−$1,579 loss
Latest closeOct 20, 2026	Oct 20, 2026	$50.38	+37.2%	+$2,973 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.

Eli Lilly and Company Common StockLLY

Stocks (including ADRs) [ST]

Transaction date: Jan 21, 2025Filed 6 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jan 22, 2025New

Disclosed 6 days after the trade. LLY closed at $742.35 on Jan 21, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJan 22, 2025	Jan 22, 2025	$753.98	+1.57%	+$125 gain
Day of disclosureJan 27, 2025	Jan 27, 2025	$808.17	+8.87%	+$709 gain
30 days afterFeb 20, 2025	Feb 20, 2025	$873.12	+17.6%	+$1,409 gain
90 days afterApr 21, 2025	Apr 21, 2025	$818.02	+10.2%	+$816 gain
Latest closeOct 20, 2026	Oct 20, 2026	$1,283.66	+72.9%	+$5,834 gain

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

Home Depot, Inc.HD

Stocks (including ADRs) [ST]

Transaction date: Jan 8, 2025Filed 19 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jan 10, 2025New

Disclosed 19 days after the trade. HD closed at $387.20 on Jan 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 tradeJan 10, 2025	Jan 10, 2025	$389.89	+0.69%	+$56 gain
Day of disclosureJan 27, 2025	Jan 27, 2025	$424.87	+9.73%	+$778 gain
30 days afterFeb 7, 2025	Feb 7, 2025	$407.37	+5.21%	+$417 gain
90 days afterApr 8, 2025	Apr 8, 2025	$335.24	−13.4%	−$1,074 loss
Latest closeOct 20, 2026	Oct 20, 2026	$315.11	−18.6%	−$1,490 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.

Intel Corporation - Common StockINTC

Stocks (including ADRs) [ST]

Held in: TGR Trust

Transaction date: Jan 8, 2025Filed 19 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jan 10, 2025New

Disclosed 19 days after the trade. INTC closed at $19.88 on Jan 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 tradeJan 10, 2025	Jan 10, 2025	$19.15	−3.67%	−$294 loss
Day of disclosureJan 27, 2025	Jan 27, 2025	$20.29	+2.06%	+$165 gain
30 days afterFeb 7, 2025	Feb 7, 2025	$19.10	−3.92%	−$314 loss
90 days afterApr 8, 2025	Apr 8, 2025	$18.13	−8.80%	−$704 loss
Latest closeOct 20, 2026	Oct 20, 2026	$91.69	+361.2%	+$28,901 gain

Estimates: filers report neither the price nor the 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: LGS Trust

Transaction date: Jan 8, 2025Filed 19 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jan 10, 2025New

Disclosed 19 days after the trade. INTC closed at $19.88 on Jan 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 tradeJan 10, 2025	Jan 10, 2025	$19.15	−3.67%	−$294 loss
Day of disclosureJan 27, 2025	Jan 27, 2025	$20.29	+2.06%	+$165 gain
30 days afterFeb 7, 2025	Feb 7, 2025	$19.10	−3.92%	−$314 loss
90 days afterApr 8, 2025	Apr 8, 2025	$18.13	−8.80%	−$704 loss
Latest closeOct 20, 2026	Oct 20, 2026	$91.69	+361.2%	+$28,901 gain

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

iShares Bitcoin Trust ETFIBIT

Stocks (including ADRs) [ST]

Held in: DG Trust

Transaction date: Jan 8, 2025Filed 19 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jan 10, 2025New

Disclosed 19 days after the trade. IBIT closed at $53.34 on Jan 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 tradeJan 10, 2025	Jan 10, 2025	$53.84	+0.94%	+$75 gain
Day of disclosureJan 27, 2025	Jan 27, 2025	$57.67	+8.12%	+$649 gain
30 days afterFeb 7, 2025	Feb 7, 2025	$54.47	+2.12%	+$169 gain
90 days afterApr 8, 2025	Apr 8, 2025	$43.59	−18.3%	−$1,462 loss
Latest closeOct 20, 2026	Oct 20, 2026	$46.71	−12.4%	−$995 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.

Johnson & Johnson Common StockJNJ

Stocks (including ADRs) [ST]

Held in: LGS Trust

Transaction date: Jan 8, 2025Filed 19 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jan 10, 2025New

Disclosed 19 days after the trade. JNJ closed at $142.27 on Jan 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 tradeJan 10, 2025	Jan 10, 2025	$142.06	−0.15%	−$12 loss
Day of disclosureJan 27, 2025	Jan 27, 2025	$152.89	+7.46%	+$597 gain
30 days afterFeb 7, 2025	Feb 7, 2025	$153.12	+7.63%	+$610 gain
90 days afterApr 8, 2025	Apr 8, 2025	$150.00	+5.43%	+$435 gain
Latest closeOct 20, 2026	Oct 20, 2026	$259.36	+82.3%	+$6,585 gain

Estimates: filers report neither the price nor the 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: TGR Trust

Transaction date: Jan 8, 2025Filed 19 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jan 10, 2025New

Disclosed 19 days after the trade. JNJ closed at $142.27 on Jan 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 tradeJan 10, 2025	Jan 10, 2025	$142.06	−0.15%	−$12 loss
Day of disclosureJan 27, 2025	Jan 27, 2025	$152.89	+7.46%	+$597 gain
30 days afterFeb 7, 2025	Feb 7, 2025	$153.12	+7.63%	+$610 gain
90 days afterApr 8, 2025	Apr 8, 2025	$150.00	+5.43%	+$435 gain
Latest closeOct 20, 2026	Oct 20, 2026	$259.36	+82.3%	+$6,585 gain

Estimates: filers report neither the price nor the 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]

Transaction date: Jan 8, 2025Filed 19 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jan 10, 2025New

Disclosed 19 days after the trade. JNJ closed at $142.27 on Jan 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 tradeJan 10, 2025	Jan 10, 2025	$142.06	−0.15%	−$12 loss
Day of disclosureJan 27, 2025	Jan 27, 2025	$152.89	+7.46%	+$597 gain
30 days afterFeb 7, 2025	Feb 7, 2025	$153.12	+7.63%	+$610 gain
90 days afterApr 8, 2025	Apr 8, 2025	$150.00	+5.43%	+$435 gain
Latest closeOct 20, 2026	Oct 20, 2026	$259.36	+82.3%	+$6,585 gain

Estimates: filers report neither the price nor the 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: Jan 8, 2025Filed 19 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jan 10, 2025New

Disclosed 19 days after the trade. JPM closed at $243.13 on Jan 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 tradeJan 10, 2025	Jan 10, 2025	$239.87	−1.34%	−$107 loss
Day of disclosureJan 27, 2025	Jan 27, 2025	$265.85	+9.34%	+$748 gain
30 days afterFeb 7, 2025	Feb 7, 2025	$275.80	+13.4%	+$1,075 gain
90 days afterApr 8, 2025	Apr 8, 2025	$216.87	−10.8%	−$864 loss
Latest closeOct 20, 2026	Oct 20, 2026	$335.26	+37.9%	+$3,032 gain

Estimates: filers report neither the price nor the 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: DG Trust

Transaction date: Jan 8, 2025Filed 19 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jan 10, 2025New

Disclosed 19 days after the trade. JPM closed at $243.13 on Jan 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 tradeJan 10, 2025	Jan 10, 2025	$239.87	−1.34%	−$107 loss
Day of disclosureJan 27, 2025	Jan 27, 2025	$265.85	+9.34%	+$748 gain
30 days afterFeb 7, 2025	Feb 7, 2025	$275.80	+13.4%	+$1,075 gain
90 days afterApr 8, 2025	Apr 8, 2025	$216.87	−10.8%	−$864 loss
Latest closeOct 20, 2026	Oct 20, 2026	$335.26	+37.9%	+$3,032 gain

Estimates: filers report neither the price nor the 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: TGR Trust

Transaction date: Jan 8, 2025Filed 19 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jan 10, 2025New

Disclosed 19 days after the trade. JPM closed at $243.13 on Jan 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 tradeJan 10, 2025	Jan 10, 2025	$239.87	−1.34%	−$107 loss
Day of disclosureJan 27, 2025	Jan 27, 2025	$265.85	+9.34%	+$748 gain
30 days afterFeb 7, 2025	Feb 7, 2025	$275.80	+13.4%	+$1,075 gain
90 days afterApr 8, 2025	Apr 8, 2025	$216.87	−10.8%	−$864 loss
Latest closeOct 20, 2026	Oct 20, 2026	$335.26	+37.9%	+$3,032 gain

Estimates: filers report neither the price nor the 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: LGS Trust

Transaction date: Jan 8, 2025Filed 19 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jan 10, 2025New

Disclosed 19 days after the trade. JPM closed at $243.13 on Jan 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 tradeJan 10, 2025	Jan 10, 2025	$239.87	−1.34%	−$107 loss
Day of disclosureJan 27, 2025	Jan 27, 2025	$265.85	+9.34%	+$748 gain
30 days afterFeb 7, 2025	Feb 7, 2025	$275.80	+13.4%	+$1,075 gain
90 days afterApr 8, 2025	Apr 8, 2025	$216.87	−10.8%	−$864 loss
Latest closeOct 20, 2026	Oct 20, 2026	$335.26	+37.9%	+$3,032 gain

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

Kinder Morgan, Inc. Common StockKMI

Stocks (including ADRs) [ST]

Transaction date: Jan 21, 2025Filed 6 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jan 23, 2025New

Disclosed 6 days after the trade. KMI closed at $31.22 on Jan 21, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJan 22, 2025	Jan 22, 2025	$30.78	−1.41%	−$113 loss
Day of disclosureJan 27, 2025	Jan 27, 2025	$27.46	−12.0%	−$964 loss
30 days afterFeb 20, 2025	Feb 20, 2025	$26.59	−14.8%	−$1,187 loss
90 days afterApr 21, 2025	Apr 21, 2025	$25.79	−17.4%	−$1,392 loss
Latest closeOct 20, 2026	Oct 20, 2026	$33.57	+7.53%	+$602 gain

Estimates: filers report neither the price nor the 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: Jan 21, 2025Filed 6 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jan 22, 2025New

Disclosed 6 days after the trade. META closed at $616.46 on Jan 21, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJan 22, 2025	Jan 22, 2025	$623.50	+1.14%	+$91 gain
Day of disclosureJan 27, 2025	Jan 27, 2025	$659.88	+7.04%	+$564 gain
30 days afterFeb 20, 2025	Feb 20, 2025	$694.84	+12.7%	+$1,017 gain
90 days afterApr 21, 2025	Apr 21, 2025	$484.66	−21.4%	−$1,711 loss
Latest closeOct 20, 2026	Oct 20, 2026	$694.25	+12.6%	+$1,010 gain

Estimates: filers report neither the price nor the 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: Jan 21, 2025Filed 6 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jan 22, 2025New

Disclosed 6 days after the trade. NEE closed at $70.85 on Jan 21, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJan 22, 2025	Jan 22, 2025	$68.49	−3.33%	−$267 loss
Day of disclosureJan 27, 2025	Jan 27, 2025	$73.83	+4.21%	+$337 gain
30 days afterFeb 20, 2025	Feb 20, 2025	$70.14	−1.00%	−$80 loss
90 days afterApr 21, 2025	Apr 21, 2025	$64.68	−8.71%	−$697 loss
Latest closeOct 20, 2026	Oct 20, 2026	$78.86	+11.3%	+$905 gain

Estimates: filers report neither the price nor the 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: Jan 21, 2025Filed 6 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jan 22, 2025New

Disclosed 6 days after the trade. NSC closed at $251.85 on Jan 21, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJan 22, 2025	Jan 22, 2025	$251.85	0.00%	$0
Day of disclosureJan 27, 2025	Jan 27, 2025	$259.76	+3.14%	+$251 gain
30 days afterFeb 20, 2025	Feb 20, 2025	$249.41	−0.97%	−$78 loss
90 days afterApr 21, 2025	Apr 21, 2025	$218.94	−13.1%	−$1,046 loss
Latest closeOct 20, 2026	Oct 20, 2026	$325.57	+29.3%	+$2,342 gain

Estimates: filers report neither the price nor the 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: Jan 21, 2025Filed 6 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jan 23, 2025New

Disclosed 6 days after the trade. NVDA closed at $140.83 on Jan 21, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJan 22, 2025	Jan 22, 2025	$147.07	+4.43%	+$355 gain
Day of disclosureJan 27, 2025	Jan 27, 2025	$118.42	−15.9%	−$1,273 loss
30 days afterFeb 20, 2025	Feb 20, 2025	$140.11	−0.51%	−$41 loss
90 days afterApr 21, 2025	Apr 21, 2025	$96.91	−31.2%	−$2,495 loss
Latest closeOct 22, 2026	Oct 22, 2026	$212.21	+50.7%	+$4,055 gain

Estimates: filers report neither the price nor the 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: DG Trust

Transaction date: Jan 8, 2025Filed 19 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jan 10, 2025New

Disclosed 19 days after the trade. NVDA closed at $140.11 on Jan 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 tradeJan 10, 2025	Jan 10, 2025	$135.91	−3.00%	−$240 loss
Day of disclosureJan 27, 2025	Jan 27, 2025	$118.42	−15.5%	−$1,239 loss
30 days afterFeb 7, 2025	Feb 7, 2025	$129.84	−7.33%	−$586 loss
90 days afterApr 8, 2025	Apr 8, 2025	$96.30	−31.3%	−$2,502 loss
Latest closeOct 22, 2026	Oct 22, 2026	$212.21	+51.5%	+$4,117 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.

Occidental Petroleum Corporation Common StockOXY

Stocks (including ADRs) [ST]

Transaction date: Jan 21, 2025Filed 6 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jan 22, 2025New

Disclosed 6 days after the trade. OXY closed at $50.55 on Jan 21, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJan 22, 2025	Jan 22, 2025	$50.20	−0.69%	−$55 loss
Day of disclosureJan 27, 2025	Jan 27, 2025	$49.56	−1.96%	−$157 loss
30 days afterFeb 20, 2025	Feb 20, 2025	$52.09	+3.05%	+$244 gain
90 days afterApr 21, 2025	Apr 21, 2025	$39.02	−22.8%	−$1,825 loss
Latest closeOct 20, 2026	Oct 20, 2026	$62.92	+24.5%	+$1,958 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.

Old Dominion Freight Line, Inc. - Common StockODFL

Stocks (including ADRs) [ST]

Transaction date: Jan 21, 2025Filed 6 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jan 22, 2025New

Disclosed 6 days after the trade. ODFL closed at $190.43 on Jan 21, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJan 22, 2025	Jan 22, 2025	$188.79	−0.86%	−$69 loss
Day of disclosureJan 27, 2025	Jan 27, 2025	$194.71	+2.25%	+$180 gain
30 days afterFeb 20, 2025	Feb 20, 2025	$197.25	+3.58%	+$287 gain
90 days afterApr 21, 2025	Apr 21, 2025	$149.87	−21.3%	−$1,704 loss
Latest closeOct 20, 2026	Oct 20, 2026	$188.33	−1.10%	−$88 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.

Palo Alto Networks, Inc.PANW

Stocks (including ADRs) [ST]

Transaction date: Jan 21, 2025Filed 6 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jan 22, 2025New

Disclosed 6 days after the trade. PANW closed at $183.51 on Jan 21, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJan 22, 2025	Jan 22, 2025	$187.70	+2.28%	+$183 gain
Day of disclosureJan 27, 2025	Jan 27, 2025	$189.30	+3.16%	+$252 gain
30 days afterFeb 20, 2025	Feb 20, 2025	$198.81	+8.34%	+$667 gain
90 days afterApr 21, 2025	Apr 21, 2025	$160.05	−12.8%	−$1,023 loss
Latest closeOct 20, 2026	Oct 20, 2026	$340.28	+85.4%	+$6,835 gain

Estimates: filers report neither the price nor the 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: DG Trust

Transaction date: Jan 8, 2025Filed 19 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jan 10, 2025New

Disclosed 19 days after the trade. PANW closed at $172.83 on Jan 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 tradeJan 10, 2025	Jan 10, 2025	$173.42	+0.34%	+$27 gain
Day of disclosureJan 27, 2025	Jan 27, 2025	$189.30	+9.53%	+$762 gain
30 days afterFeb 7, 2025	Feb 7, 2025	$193.94	+12.2%	+$977 gain
90 days afterApr 8, 2025	Apr 8, 2025	$152.53	−11.7%	−$940 loss
Latest closeOct 20, 2026	Oct 20, 2026	$340.28	+96.9%	+$7,752 gain

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

Palo Alto Networks, Inc.PANW

Stocks (including ADRs) [ST]

Transaction date: Jan 8, 2025Filed 19 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jan 10, 2025New

Disclosed 19 days after the trade. PANW closed at $172.83 on Jan 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 tradeJan 10, 2025	Jan 10, 2025	$173.42	+0.34%	+$27 gain
Day of disclosureJan 27, 2025	Jan 27, 2025	$189.30	+9.53%	+$762 gain
30 days afterFeb 7, 2025	Feb 7, 2025	$193.94	+12.2%	+$977 gain
90 days afterApr 8, 2025	Apr 8, 2025	$152.53	−11.7%	−$940 loss
Latest closeOct 20, 2026	Oct 20, 2026	$340.28	+96.9%	+$7,752 gain

Estimates: filers report neither the price nor the 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: Jan 8, 2025Filed 19 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jan 10, 2025New

Disclosed 19 days after the trade. SCCO closed at $90.28 on Jan 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 tradeJan 10, 2025	Jan 10, 2025	$89.35	−1.04%	−$83 loss
Day of disclosureJan 27, 2025	Jan 27, 2025	$88.90	−1.53%	−$122 loss
30 days afterFeb 7, 2025	Feb 7, 2025	$91.34	+1.17%	+$94 gain
90 days afterApr 8, 2025	Apr 8, 2025	$71.42	−20.9%	−$1,671 loss
Latest closeOct 20, 2026	Oct 20, 2026	$202.34	+124.1%	+$9,931 gain

Estimates: filers report neither the price nor the 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: Jan 8, 2025Filed 19 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jan 10, 2025New

Disclosed 19 days after the trade. TSLA closed at $394.94 on Jan 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 tradeJan 10, 2025	Jan 10, 2025	$394.74	−0.05%	−$4 loss
Day of disclosureJan 27, 2025	Jan 27, 2025	$397.15	+0.56%	+$45 gain
30 days afterFeb 7, 2025	Feb 7, 2025	$361.62	−8.44%	−$675 loss
90 days afterApr 8, 2025	Apr 8, 2025	$221.86	−43.8%	−$3,506 loss
Latest closeOct 20, 2026	Oct 20, 2026	$373.71	−5.38%	−$430 loss

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

Tesla, Inc. - Common StockTSLA

Stocks (including ADRs) [ST]

Held in: DG Trust

Transaction date: Jan 8, 2025Filed 19 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jan 10, 2025New

Disclosed 19 days after the trade. TSLA closed at $394.94 on Jan 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 tradeJan 10, 2025	Jan 10, 2025	$394.74	−0.05%	−$4 loss
Day of disclosureJan 27, 2025	Jan 27, 2025	$397.15	+0.56%	+$45 gain
30 days afterFeb 7, 2025	Feb 7, 2025	$361.62	−8.44%	−$675 loss
90 days afterApr 8, 2025	Apr 8, 2025	$221.86	−43.8%	−$3,506 loss
Latest closeOct 20, 2026	Oct 20, 2026	$373.71	−5.38%	−$430 loss

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

Tesla, Inc. - Common StockTSLA

Stocks (including ADRs) [ST]

Held in: LGS Trust

Transaction date: Jan 8, 2025Filed 19 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jan 10, 2025New

Disclosed 19 days after the trade. TSLA closed at $394.94 on Jan 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 tradeJan 10, 2025	Jan 10, 2025	$394.74	−0.05%	−$4 loss
Day of disclosureJan 27, 2025	Jan 27, 2025	$397.15	+0.56%	+$45 gain
30 days afterFeb 7, 2025	Feb 7, 2025	$361.62	−8.44%	−$675 loss
90 days afterApr 8, 2025	Apr 8, 2025	$221.86	−43.8%	−$3,506 loss
Latest closeOct 20, 2026	Oct 20, 2026	$373.71	−5.38%	−$430 loss

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

Tesla, Inc. - Common StockTSLA

Stocks (including ADRs) [ST]

Held in: TGR Trust

Transaction date: Jan 8, 2025Filed 19 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jan 10, 2025New

Disclosed 19 days after the trade. TSLA closed at $394.94 on Jan 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 tradeJan 10, 2025	Jan 10, 2025	$394.74	−0.05%	−$4 loss
Day of disclosureJan 27, 2025	Jan 27, 2025	$397.15	+0.56%	+$45 gain
30 days afterFeb 7, 2025	Feb 7, 2025	$361.62	−8.44%	−$675 loss
90 days afterApr 8, 2025	Apr 8, 2025	$221.86	−43.8%	−$3,506 loss
Latest closeOct 20, 2026	Oct 20, 2026	$373.71	−5.38%	−$430 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.

The Hershey Company Common StockHSY

Stocks (including ADRs) [ST]

Transaction date: Jan 8, 2025Filed 19 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jan 10, 2025New

Disclosed 19 days after the trade. HSY closed at $162.22 on Jan 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 tradeJan 10, 2025	Jan 10, 2025	$158.20	−2.48%	−$198 loss
Day of disclosureJan 27, 2025	Jan 27, 2025	$153.72	−5.24%	−$419 loss
30 days afterFeb 7, 2025	Feb 7, 2025	$154.93	−4.49%	−$360 loss
90 days afterApr 8, 2025	Apr 8, 2025	$159.10	−1.92%	−$154 loss
Latest closeOct 20, 2026	Oct 20, 2026	$169.58	+4.54%	+$363 gain

Estimates: filers report neither the price nor the 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: TGR Trust

Transaction date: Jan 8, 2025Filed 19 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jan 10, 2025New

Disclosed 19 days after the trade. UPS closed at $126.76 on Jan 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 tradeJan 10, 2025	Jan 10, 2025	$123.28	−2.75%	−$220 loss
Day of disclosureJan 27, 2025	Jan 27, 2025	$136.26	+7.49%	+$600 gain
30 days afterFeb 7, 2025	Feb 7, 2025	$113.11	−10.8%	−$862 loss
90 days afterApr 8, 2025	Apr 8, 2025	$91.92	−27.5%	−$2,199 loss
Latest closeOct 20, 2026	Oct 20, 2026	$98.52	−22.3%	−$1,782 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]

Held in: LGS Trust

Transaction date: Jan 8, 2025Filed 19 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jan 10, 2025New

Disclosed 19 days after the trade. UPS closed at $126.76 on Jan 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 tradeJan 10, 2025	Jan 10, 2025	$123.28	−2.75%	−$220 loss
Day of disclosureJan 27, 2025	Jan 27, 2025	$136.26	+7.49%	+$600 gain
30 days afterFeb 7, 2025	Feb 7, 2025	$113.11	−10.8%	−$862 loss
90 days afterApr 8, 2025	Apr 8, 2025	$91.92	−27.5%	−$2,199 loss
Latest closeOct 20, 2026	Oct 20, 2026	$98.52	−22.3%	−$1,782 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.

Visa Inc.V

Stocks (including ADRs) [ST]

Transaction date: Jan 21, 2025Filed 6 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jan 22, 2025New

Disclosed 6 days after the trade. V closed at $323.63 on Jan 21, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJan 22, 2025	Jan 22, 2025	$323.56	−0.02%	−$2 loss
Day of disclosureJan 27, 2025	Jan 27, 2025	$334.54	+3.37%	+$270 gain
30 days afterFeb 20, 2025	Feb 20, 2025	$350.49	+8.30%	+$664 gain
90 days afterApr 21, 2025	Apr 21, 2025	$320.10	−1.09%	−$87 loss
Latest closeOct 20, 2026	Oct 20, 2026	$406.57	+25.6%	+$2,050 gain

Estimates: filers report neither the price nor the 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

Jan 8, 2025Filed 19 days later

Member

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

Purchase

$1,001 - $15,000

Notified Jan 10, 2025New

Disclosed 19 days after the trade. AMD closed at $121.84 on Jan 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 tradeJan 10, 2025	Jan 10, 2025	$116.04	−4.76%	−$381 loss
Day of disclosureJan 27, 2025	Jan 27, 2025	$115.01	−5.61%	−$449 loss
30 days afterFeb 7, 2025	Feb 7, 2025	$107.56	−11.7%	−$938 loss
90 days afterApr 8, 2025	Apr 8, 2025	$78.21	−35.8%	−$2,865 loss
Latest closeOct 20, 2026	Oct 20, 2026	$534.74	+338.9%	+$27,114 gain

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

Jan 8, 2025Filed 19 days later

Member

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

Purchase

$1,001 - $15,000

Notified Jan 10, 2025New

Disclosed 19 days after the trade. AMD closed at $121.84 on Jan 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 tradeJan 10, 2025	Jan 10, 2025	$116.04	−4.76%	−$381 loss
Day of disclosureJan 27, 2025	Jan 27, 2025	$115.01	−5.61%	−$449 loss
30 days afterFeb 7, 2025	Feb 7, 2025	$107.56	−11.7%	−$938 loss
90 days afterApr 8, 2025	Apr 8, 2025	$78.21	−35.8%	−$2,865 loss
Latest closeOct 20, 2026	Oct 20, 2026	$534.74	+338.9%	+$27,114 gain

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

Jan 8, 2025Filed 19 days later

Member

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

Purchase

$1,001 - $15,000

Notified Jan 10, 2025New

Disclosed 19 days after the trade. AMD closed at $121.84 on Jan 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 tradeJan 10, 2025	Jan 10, 2025	$116.04	−4.76%	−$381 loss
Day of disclosureJan 27, 2025	Jan 27, 2025	$115.01	−5.61%	−$449 loss
30 days afterFeb 7, 2025	Feb 7, 2025	$107.56	−11.7%	−$938 loss
90 days afterApr 8, 2025	Apr 8, 2025	$78.21	−35.8%	−$2,865 loss
Latest closeOct 20, 2026	Oct 20, 2026	$534.74	+338.9%	+$27,114 gain

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

Jan 21, 2025Filed 6 days later

Member

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

Purchase

$1,001 - $15,000

Notified Jan 22, 2025New

Disclosed 6 days after the trade. AMD closed at $122.28 on Jan 21, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJan 22, 2025	Jan 22, 2025	$123.75	+1.20%	+$96 gain
Day of disclosureJan 27, 2025	Jan 27, 2025	$115.01	−5.95%	−$476 loss
30 days afterFeb 20, 2025	Feb 20, 2025	$114.17	−6.63%	−$531 loss
90 days afterApr 21, 2025	Apr 21, 2025	$85.56	−30.0%	−$2,403 loss
Latest closeOct 20, 2026	Oct 20, 2026	$534.74	+337.3%	+$26,988 gain

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

Jan 8, 2025Filed 19 days later

Member

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

Purchase

$1,001 - $15,000

Notified Jan 10, 2025New

Disclosed 19 days after the trade. AMD closed at $121.84 on Jan 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 tradeJan 10, 2025	Jan 10, 2025	$116.04	−4.76%	−$381 loss
Day of disclosureJan 27, 2025	Jan 27, 2025	$115.01	−5.61%	−$449 loss
30 days afterFeb 7, 2025	Feb 7, 2025	$107.56	−11.7%	−$938 loss
90 days afterApr 8, 2025	Apr 8, 2025	$78.21	−35.8%	−$2,865 loss
Latest closeOct 20, 2026	Oct 20, 2026	$534.74	+338.9%	+$27,114 gain

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

Jan 8, 2025Filed 19 days later

Member

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

Purchase

$1,001 - $15,000

Notified Jan 10, 2025New

Disclosed 19 days after the trade. GOOG closed at $195.39 on Jan 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 tradeJan 10, 2025	Jan 10, 2025	$193.17	−1.14%	−$91 loss
Day of disclosureJan 27, 2025	Jan 27, 2025	$193.77	−0.83%	−$66 loss
30 days afterFeb 7, 2025	Feb 7, 2025	$187.14	−4.22%	−$338 loss
90 days afterApr 8, 2025	Apr 8, 2025	$146.58	−25.0%	−$1,999 loss
Latest closeOct 20, 2026	Oct 20, 2026	$336.40	+72.2%	+$5,774 gain

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

Jan 8, 2025Filed 19 days later

Member

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

Purchase

$1,001 - $15,000

Notified Jan 10, 2025New

Disclosed 19 days after the trade. GOOG closed at $195.39 on Jan 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 tradeJan 10, 2025	Jan 10, 2025	$193.17	−1.14%	−$91 loss
Day of disclosureJan 27, 2025	Jan 27, 2025	$193.77	−0.83%	−$66 loss
30 days afterFeb 7, 2025	Feb 7, 2025	$187.14	−4.22%	−$338 loss
90 days afterApr 8, 2025	Apr 8, 2025	$146.58	−25.0%	−$1,999 loss
Latest closeOct 20, 2026	Oct 20, 2026	$336.40	+72.2%	+$5,774 gain

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

Jan 8, 2025Filed 19 days later

Member

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

Purchase

$1,001 - $15,000

Notified Jan 10, 2025New

Disclosed 19 days after the trade. GOOG closed at $195.39 on Jan 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 tradeJan 10, 2025	Jan 10, 2025	$193.17	−1.14%	−$91 loss
Day of disclosureJan 27, 2025	Jan 27, 2025	$193.77	−0.83%	−$66 loss
30 days afterFeb 7, 2025	Feb 7, 2025	$187.14	−4.22%	−$338 loss
90 days afterApr 8, 2025	Apr 8, 2025	$146.58	−25.0%	−$1,999 loss
Latest closeOct 20, 2026	Oct 20, 2026	$336.40	+72.2%	+$5,774 gain

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

Jan 8, 2025Filed 19 days later

Member

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

Purchase

$1,001 - $15,000

Notified Jan 10, 2025New

Disclosed 19 days after the trade. AMZN closed at $222.13 on Jan 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 tradeJan 10, 2025	Jan 10, 2025	$218.94	−1.44%	−$115 loss
Day of disclosureJan 27, 2025	Jan 27, 2025	$235.42	+5.98%	+$479 gain
30 days afterFeb 7, 2025	Feb 7, 2025	$229.15	+3.16%	+$253 gain
90 days afterApr 8, 2025	Apr 8, 2025	$170.66	−23.2%	−$1,854 loss
Latest closeOct 20, 2026	Oct 20, 2026	$262.63	+18.2%	+$1,459 gain

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

Jan 8, 2025Filed 19 days later

Member

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

Purchase

$1,001 - $15,000

Notified Jan 10, 2025New

Disclosed 19 days after the trade. AMZN closed at $222.13 on Jan 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 tradeJan 10, 2025	Jan 10, 2025	$218.94	−1.44%	−$115 loss
Day of disclosureJan 27, 2025	Jan 27, 2025	$235.42	+5.98%	+$479 gain
30 days afterFeb 7, 2025	Feb 7, 2025	$229.15	+3.16%	+$253 gain
90 days afterApr 8, 2025	Apr 8, 2025	$170.66	−23.2%	−$1,854 loss
Latest closeOct 20, 2026	Oct 20, 2026	$262.63	+18.2%	+$1,459 gain

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

Jan 8, 2025Filed 19 days later

Member

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

Purchase

$1,001 - $15,000

Notified Jan 10, 2025New

Disclosed 19 days after the trade. AMZN closed at $222.13 on Jan 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 tradeJan 10, 2025	Jan 10, 2025	$218.94	−1.44%	−$115 loss
Day of disclosureJan 27, 2025	Jan 27, 2025	$235.42	+5.98%	+$479 gain
30 days afterFeb 7, 2025	Feb 7, 2025	$229.15	+3.16%	+$253 gain
90 days afterApr 8, 2025	Apr 8, 2025	$170.66	−23.2%	−$1,854 loss
Latest closeOct 20, 2026	Oct 20, 2026	$262.63	+18.2%	+$1,459 gain

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

Jan 8, 2025Filed 19 days later

Member

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

Purchase

$1,001 - $15,000

Notified Jan 10, 2025New

Disclosed 19 days after the trade. AMZN closed at $222.13 on Jan 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 tradeJan 10, 2025	Jan 10, 2025	$218.94	−1.44%	−$115 loss
Day of disclosureJan 27, 2025	Jan 27, 2025	$235.42	+5.98%	+$479 gain
30 days afterFeb 7, 2025	Feb 7, 2025	$229.15	+3.16%	+$253 gain
90 days afterApr 8, 2025	Apr 8, 2025	$170.66	−23.2%	−$1,854 loss
Latest closeOct 20, 2026	Oct 20, 2026	$262.63	+18.2%	+$1,459 gain

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

Jan 21, 2025Filed 6 days later

Member

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

Purchase

$1,001 - $15,000

Notified Jan 22, 2025New

Disclosed 6 days after the trade. AMZN closed at $230.71 on Jan 21, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJan 22, 2025	Jan 22, 2025	$235.01	+1.86%	+$149 gain
Day of disclosureJan 27, 2025	Jan 27, 2025	$235.42	+2.04%	+$163 gain
30 days afterFeb 20, 2025	Feb 20, 2025	$222.88	−3.39%	−$272 loss
90 days afterApr 21, 2025	Apr 21, 2025	$167.32	−27.5%	−$2,198 loss
Latest closeOct 20, 2026	Oct 20, 2026	$262.63	+13.8%	+$1,107 gain

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

Jan 8, 2025Filed 19 days later

Member

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

Purchase

$1,001 - $15,000

Notified Jan 10, 2025New

Disclosed 19 days after the trade. ASML closed at $743.98 on Jan 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 tradeJan 10, 2025	Jan 10, 2025	$739.01	−0.67%	−$53 loss
Day of disclosureJan 27, 2025	Jan 27, 2025	$690.15	−7.24%	−$579 loss
30 days afterFeb 7, 2025	Feb 7, 2025	$727.70	−2.19%	−$175 loss
90 days afterApr 8, 2025	Apr 8, 2025	$595.37	−20.0%	−$1,598 loss
Latest closeOct 20, 2026	Oct 20, 2026	$1,630.84	+119.2%	+$9,538 gain

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

Jan 8, 2025Filed 19 days later

Member

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

Purchase

$1,001 - $15,000

Notified Jan 10, 2025New

No prices found

Jan 8, 2025Filed 19 days later

Member

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

Purchase

$1,001 - $15,000

Notified Jan 10, 2025New

No prices found

Jan 8, 2025Filed 19 days later

Member

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

Purchase

$1,001 - $15,000

Notified Jan 10, 2025New

No prices found

Jan 21, 2025Filed 6 days later

Member

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

Purchase

$1,001 - $15,000

Notified Jan 22, 2025New

Disclosed 6 days after the trade. CAH closed at $127.83 on Jan 21, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJan 22, 2025	Jan 22, 2025	$128.75	+0.72%	+$58 gain
Day of disclosureJan 27, 2025	Jan 27, 2025	$130.73	+2.27%	+$182 gain
30 days afterFeb 20, 2025	Feb 20, 2025	$127.38	−0.35%	−$28 loss
90 days afterApr 21, 2025	Apr 21, 2025	$131.17	+2.61%	+$209 gain
Latest closeOct 20, 2026	Oct 20, 2026	$257.55	+101.5%	+$8,119 gain

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

Jan 8, 2025Filed 19 days later

Member

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

Purchase

$1,001 - $15,000

Notified Jan 10, 2025New

Disclosed 19 days after the trade. CAT closed at $361.07 on Jan 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 tradeJan 10, 2025	Jan 10, 2025	$351.00	−2.79%	−$223 loss
Day of disclosureJan 27, 2025	Jan 27, 2025	$394.98	+9.39%	+$751 gain
30 days afterFeb 7, 2025	Feb 7, 2025	$363.88	+0.78%	+$62 gain
90 days afterApr 8, 2025	Apr 8, 2025	$273.94	−24.1%	−$1,931 loss
Latest closeOct 20, 2026	Oct 20, 2026	$725.24	+100.9%	+$8,070 gain

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

Jan 8, 2025Filed 19 days later

Member

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

Purchase

$1,001 - $15,000

Notified Jan 10, 2025New

Disclosed 19 days after the trade. CAT closed at $361.07 on Jan 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 tradeJan 10, 2025	Jan 10, 2025	$351.00	−2.79%	−$223 loss
Day of disclosureJan 27, 2025	Jan 27, 2025	$394.98	+9.39%	+$751 gain
30 days afterFeb 7, 2025	Feb 7, 2025	$363.88	+0.78%	+$62 gain
90 days afterApr 8, 2025	Apr 8, 2025	$273.94	−24.1%	−$1,931 loss
Latest closeOct 20, 2026	Oct 20, 2026	$725.24	+100.9%	+$8,070 gain

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

Jan 8, 2025Filed 19 days later

Member

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

Purchase

$1,001 - $15,000

Notified Jan 10, 2025New

Disclosed 19 days after the trade. CAT closed at $361.07 on Jan 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 tradeJan 10, 2025	Jan 10, 2025	$351.00	−2.79%	−$223 loss
Day of disclosureJan 27, 2025	Jan 27, 2025	$394.98	+9.39%	+$751 gain
30 days afterFeb 7, 2025	Feb 7, 2025	$363.88	+0.78%	+$62 gain
90 days afterApr 8, 2025	Apr 8, 2025	$273.94	−24.1%	−$1,931 loss
Latest closeOct 20, 2026	Oct 20, 2026	$725.24	+100.9%	+$8,070 gain

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

Jan 21, 2025Filed 6 days later

Member

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

Purchase

$1,001 - $15,000

Notified Jan 23, 2025New

Disclosed 6 days after the trade. DVN closed at $36.73 on Jan 21, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJan 22, 2025	Jan 22, 2025	$36.46	−0.74%	−$59 loss
Day of disclosureJan 27, 2025	Jan 27, 2025	$35.33	−3.81%	−$305 loss
30 days afterFeb 20, 2025	Feb 20, 2025	$38.55	+4.96%	+$396 gain
90 days afterApr 21, 2025	Apr 21, 2025	$29.48	−19.7%	−$1,579 loss
Latest closeOct 20, 2026	Oct 20, 2026	$50.38	+37.2%	+$2,973 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.

Jan 21, 2025Filed 6 days later

Member

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

Purchase

$1,001 - $15,000

Notified Jan 22, 2025New

Disclosed 6 days after the trade. LLY closed at $742.35 on Jan 21, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJan 22, 2025	Jan 22, 2025	$753.98	+1.57%	+$125 gain
Day of disclosureJan 27, 2025	Jan 27, 2025	$808.17	+8.87%	+$709 gain
30 days afterFeb 20, 2025	Feb 20, 2025	$873.12	+17.6%	+$1,409 gain
90 days afterApr 21, 2025	Apr 21, 2025	$818.02	+10.2%	+$816 gain
Latest closeOct 20, 2026	Oct 20, 2026	$1,283.66	+72.9%	+$5,834 gain

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

Jan 8, 2025Filed 19 days later

Member

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

Purchase

$1,001 - $15,000

Notified Jan 10, 2025New

Disclosed 19 days after the trade. HD closed at $387.20 on Jan 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 tradeJan 10, 2025	Jan 10, 2025	$389.89	+0.69%	+$56 gain
Day of disclosureJan 27, 2025	Jan 27, 2025	$424.87	+9.73%	+$778 gain
30 days afterFeb 7, 2025	Feb 7, 2025	$407.37	+5.21%	+$417 gain
90 days afterApr 8, 2025	Apr 8, 2025	$335.24	−13.4%	−$1,074 loss
Latest closeOct 20, 2026	Oct 20, 2026	$315.11	−18.6%	−$1,490 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.

Jan 8, 2025Filed 19 days later

Member

Intel Corporation - Common StockINTCStocks (including ADRs) [ST]Held in: TGR Trust

Purchase

$1,001 - $15,000

Notified Jan 10, 2025New

Disclosed 19 days after the trade. INTC closed at $19.88 on Jan 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 tradeJan 10, 2025	Jan 10, 2025	$19.15	−3.67%	−$294 loss
Day of disclosureJan 27, 2025	Jan 27, 2025	$20.29	+2.06%	+$165 gain
30 days afterFeb 7, 2025	Feb 7, 2025	$19.10	−3.92%	−$314 loss
90 days afterApr 8, 2025	Apr 8, 2025	$18.13	−8.80%	−$704 loss
Latest closeOct 20, 2026	Oct 20, 2026	$91.69	+361.2%	+$28,901 gain

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

Jan 8, 2025Filed 19 days later

Member

Intel Corporation - Common StockINTCStocks (including ADRs) [ST]Held in: LGS Trust

Purchase

$1,001 - $15,000

Notified Jan 10, 2025New

Disclosed 19 days after the trade. INTC closed at $19.88 on Jan 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 tradeJan 10, 2025	Jan 10, 2025	$19.15	−3.67%	−$294 loss
Day of disclosureJan 27, 2025	Jan 27, 2025	$20.29	+2.06%	+$165 gain
30 days afterFeb 7, 2025	Feb 7, 2025	$19.10	−3.92%	−$314 loss
90 days afterApr 8, 2025	Apr 8, 2025	$18.13	−8.80%	−$704 loss
Latest closeOct 20, 2026	Oct 20, 2026	$91.69	+361.2%	+$28,901 gain

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

Jan 8, 2025Filed 19 days later

Member

iShares Bitcoin Trust ETFIBITStocks (including ADRs) [ST]Held in: DG Trust

Purchase

$1,001 - $15,000

Notified Jan 10, 2025New

Disclosed 19 days after the trade. IBIT closed at $53.34 on Jan 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 tradeJan 10, 2025	Jan 10, 2025	$53.84	+0.94%	+$75 gain
Day of disclosureJan 27, 2025	Jan 27, 2025	$57.67	+8.12%	+$649 gain
30 days afterFeb 7, 2025	Feb 7, 2025	$54.47	+2.12%	+$169 gain
90 days afterApr 8, 2025	Apr 8, 2025	$43.59	−18.3%	−$1,462 loss
Latest closeOct 20, 2026	Oct 20, 2026	$46.71	−12.4%	−$995 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.

Jan 8, 2025Filed 19 days later

Member

Johnson & Johnson Common StockJNJStocks (including ADRs) [ST]Held in: LGS Trust

Purchase

$1,001 - $15,000

Notified Jan 10, 2025New

Disclosed 19 days after the trade. JNJ closed at $142.27 on Jan 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 tradeJan 10, 2025	Jan 10, 2025	$142.06	−0.15%	−$12 loss
Day of disclosureJan 27, 2025	Jan 27, 2025	$152.89	+7.46%	+$597 gain
30 days afterFeb 7, 2025	Feb 7, 2025	$153.12	+7.63%	+$610 gain
90 days afterApr 8, 2025	Apr 8, 2025	$150.00	+5.43%	+$435 gain
Latest closeOct 20, 2026	Oct 20, 2026	$259.36	+82.3%	+$6,585 gain

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

Jan 8, 2025Filed 19 days later

Member

Johnson & Johnson Common StockJNJStocks (including ADRs) [ST]Held in: TGR Trust

Purchase

$1,001 - $15,000

Notified Jan 10, 2025New

Disclosed 19 days after the trade. JNJ closed at $142.27 on Jan 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 tradeJan 10, 2025	Jan 10, 2025	$142.06	−0.15%	−$12 loss
Day of disclosureJan 27, 2025	Jan 27, 2025	$152.89	+7.46%	+$597 gain
30 days afterFeb 7, 2025	Feb 7, 2025	$153.12	+7.63%	+$610 gain
90 days afterApr 8, 2025	Apr 8, 2025	$150.00	+5.43%	+$435 gain
Latest closeOct 20, 2026	Oct 20, 2026	$259.36	+82.3%	+$6,585 gain

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

Jan 8, 2025Filed 19 days later

Member

Johnson & Johnson Common StockJNJStocks (including ADRs) [ST]

Purchase

$1,001 - $15,000

Notified Jan 10, 2025New

Disclosed 19 days after the trade. JNJ closed at $142.27 on Jan 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 tradeJan 10, 2025	Jan 10, 2025	$142.06	−0.15%	−$12 loss
Day of disclosureJan 27, 2025	Jan 27, 2025	$152.89	+7.46%	+$597 gain
30 days afterFeb 7, 2025	Feb 7, 2025	$153.12	+7.63%	+$610 gain
90 days afterApr 8, 2025	Apr 8, 2025	$150.00	+5.43%	+$435 gain
Latest closeOct 20, 2026	Oct 20, 2026	$259.36	+82.3%	+$6,585 gain

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

Jan 8, 2025Filed 19 days later

Member

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

Purchase

$1,001 - $15,000

Notified Jan 10, 2025New

Disclosed 19 days after the trade. JPM closed at $243.13 on Jan 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 tradeJan 10, 2025	Jan 10, 2025	$239.87	−1.34%	−$107 loss
Day of disclosureJan 27, 2025	Jan 27, 2025	$265.85	+9.34%	+$748 gain
30 days afterFeb 7, 2025	Feb 7, 2025	$275.80	+13.4%	+$1,075 gain
90 days afterApr 8, 2025	Apr 8, 2025	$216.87	−10.8%	−$864 loss
Latest closeOct 20, 2026	Oct 20, 2026	$335.26	+37.9%	+$3,032 gain

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

Jan 8, 2025Filed 19 days later

Member

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

Purchase

$1,001 - $15,000

Notified Jan 10, 2025New

Disclosed 19 days after the trade. JPM closed at $243.13 on Jan 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 tradeJan 10, 2025	Jan 10, 2025	$239.87	−1.34%	−$107 loss
Day of disclosureJan 27, 2025	Jan 27, 2025	$265.85	+9.34%	+$748 gain
30 days afterFeb 7, 2025	Feb 7, 2025	$275.80	+13.4%	+$1,075 gain
90 days afterApr 8, 2025	Apr 8, 2025	$216.87	−10.8%	−$864 loss
Latest closeOct 20, 2026	Oct 20, 2026	$335.26	+37.9%	+$3,032 gain

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

Jan 8, 2025Filed 19 days later

Member

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

Purchase

$1,001 - $15,000

Notified Jan 10, 2025New

Disclosed 19 days after the trade. JPM closed at $243.13 on Jan 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 tradeJan 10, 2025	Jan 10, 2025	$239.87	−1.34%	−$107 loss
Day of disclosureJan 27, 2025	Jan 27, 2025	$265.85	+9.34%	+$748 gain
30 days afterFeb 7, 2025	Feb 7, 2025	$275.80	+13.4%	+$1,075 gain
90 days afterApr 8, 2025	Apr 8, 2025	$216.87	−10.8%	−$864 loss
Latest closeOct 20, 2026	Oct 20, 2026	$335.26	+37.9%	+$3,032 gain

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

Jan 8, 2025Filed 19 days later

Member

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

Purchase

$1,001 - $15,000

Notified Jan 10, 2025New

Disclosed 19 days after the trade. JPM closed at $243.13 on Jan 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 tradeJan 10, 2025	Jan 10, 2025	$239.87	−1.34%	−$107 loss
Day of disclosureJan 27, 2025	Jan 27, 2025	$265.85	+9.34%	+$748 gain
30 days afterFeb 7, 2025	Feb 7, 2025	$275.80	+13.4%	+$1,075 gain
90 days afterApr 8, 2025	Apr 8, 2025	$216.87	−10.8%	−$864 loss
Latest closeOct 20, 2026	Oct 20, 2026	$335.26	+37.9%	+$3,032 gain

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

Jan 21, 2025Filed 6 days later

Member

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

Purchase

$1,001 - $15,000

Notified Jan 23, 2025New

Disclosed 6 days after the trade. KMI closed at $31.22 on Jan 21, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJan 22, 2025	Jan 22, 2025	$30.78	−1.41%	−$113 loss
Day of disclosureJan 27, 2025	Jan 27, 2025	$27.46	−12.0%	−$964 loss
30 days afterFeb 20, 2025	Feb 20, 2025	$26.59	−14.8%	−$1,187 loss
90 days afterApr 21, 2025	Apr 21, 2025	$25.79	−17.4%	−$1,392 loss
Latest closeOct 20, 2026	Oct 20, 2026	$33.57	+7.53%	+$602 gain

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

Jan 21, 2025Filed 6 days later

Member

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

Purchase

$1,001 - $15,000

Notified Jan 22, 2025New

Disclosed 6 days after the trade. META closed at $616.46 on Jan 21, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJan 22, 2025	Jan 22, 2025	$623.50	+1.14%	+$91 gain
Day of disclosureJan 27, 2025	Jan 27, 2025	$659.88	+7.04%	+$564 gain
30 days afterFeb 20, 2025	Feb 20, 2025	$694.84	+12.7%	+$1,017 gain
90 days afterApr 21, 2025	Apr 21, 2025	$484.66	−21.4%	−$1,711 loss
Latest closeOct 20, 2026	Oct 20, 2026	$694.25	+12.6%	+$1,010 gain

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

Jan 21, 2025Filed 6 days later

Member

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

Purchase

$1,001 - $15,000

Notified Jan 22, 2025New

Disclosed 6 days after the trade. NEE closed at $70.85 on Jan 21, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJan 22, 2025	Jan 22, 2025	$68.49	−3.33%	−$267 loss
Day of disclosureJan 27, 2025	Jan 27, 2025	$73.83	+4.21%	+$337 gain
30 days afterFeb 20, 2025	Feb 20, 2025	$70.14	−1.00%	−$80 loss
90 days afterApr 21, 2025	Apr 21, 2025	$64.68	−8.71%	−$697 loss
Latest closeOct 20, 2026	Oct 20, 2026	$78.86	+11.3%	+$905 gain

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

Jan 21, 2025Filed 6 days later

Member

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

Purchase

$1,001 - $15,000

Notified Jan 22, 2025New

Disclosed 6 days after the trade. NSC closed at $251.85 on Jan 21, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJan 22, 2025	Jan 22, 2025	$251.85	0.00%	$0
Day of disclosureJan 27, 2025	Jan 27, 2025	$259.76	+3.14%	+$251 gain
30 days afterFeb 20, 2025	Feb 20, 2025	$249.41	−0.97%	−$78 loss
90 days afterApr 21, 2025	Apr 21, 2025	$218.94	−13.1%	−$1,046 loss
Latest closeOct 20, 2026	Oct 20, 2026	$325.57	+29.3%	+$2,342 gain

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

Jan 21, 2025Filed 6 days later

Member

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

Purchase

$1,001 - $15,000

Notified Jan 23, 2025New

Disclosed 6 days after the trade. NVDA closed at $140.83 on Jan 21, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJan 22, 2025	Jan 22, 2025	$147.07	+4.43%	+$355 gain
Day of disclosureJan 27, 2025	Jan 27, 2025	$118.42	−15.9%	−$1,273 loss
30 days afterFeb 20, 2025	Feb 20, 2025	$140.11	−0.51%	−$41 loss
90 days afterApr 21, 2025	Apr 21, 2025	$96.91	−31.2%	−$2,495 loss
Latest closeOct 22, 2026	Oct 22, 2026	$212.21	+50.7%	+$4,055 gain

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

Jan 8, 2025Filed 19 days later

Member

NVIDIA Corporation - Common StockNVDAStocks (including ADRs) [ST]Held in: DG Trust

Purchase

$1,001 - $15,000

Notified Jan 10, 2025New

Disclosed 19 days after the trade. NVDA closed at $140.11 on Jan 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 tradeJan 10, 2025	Jan 10, 2025	$135.91	−3.00%	−$240 loss
Day of disclosureJan 27, 2025	Jan 27, 2025	$118.42	−15.5%	−$1,239 loss
30 days afterFeb 7, 2025	Feb 7, 2025	$129.84	−7.33%	−$586 loss
90 days afterApr 8, 2025	Apr 8, 2025	$96.30	−31.3%	−$2,502 loss
Latest closeOct 22, 2026	Oct 22, 2026	$212.21	+51.5%	+$4,117 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.

Jan 21, 2025Filed 6 days later

Member

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

Purchase

$1,001 - $15,000

Notified Jan 22, 2025New

Disclosed 6 days after the trade. OXY closed at $50.55 on Jan 21, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJan 22, 2025	Jan 22, 2025	$50.20	−0.69%	−$55 loss
Day of disclosureJan 27, 2025	Jan 27, 2025	$49.56	−1.96%	−$157 loss
30 days afterFeb 20, 2025	Feb 20, 2025	$52.09	+3.05%	+$244 gain
90 days afterApr 21, 2025	Apr 21, 2025	$39.02	−22.8%	−$1,825 loss
Latest closeOct 20, 2026	Oct 20, 2026	$62.92	+24.5%	+$1,958 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.

Jan 21, 2025Filed 6 days later

Member

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

Purchase

$1,001 - $15,000

Notified Jan 22, 2025New

Disclosed 6 days after the trade. ODFL closed at $190.43 on Jan 21, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJan 22, 2025	Jan 22, 2025	$188.79	−0.86%	−$69 loss
Day of disclosureJan 27, 2025	Jan 27, 2025	$194.71	+2.25%	+$180 gain
30 days afterFeb 20, 2025	Feb 20, 2025	$197.25	+3.58%	+$287 gain
90 days afterApr 21, 2025	Apr 21, 2025	$149.87	−21.3%	−$1,704 loss
Latest closeOct 20, 2026	Oct 20, 2026	$188.33	−1.10%	−$88 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.

Jan 21, 2025Filed 6 days later

Member

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

Purchase

$1,001 - $15,000

Notified Jan 22, 2025New

Disclosed 6 days after the trade. PANW closed at $183.51 on Jan 21, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJan 22, 2025	Jan 22, 2025	$187.70	+2.28%	+$183 gain
Day of disclosureJan 27, 2025	Jan 27, 2025	$189.30	+3.16%	+$252 gain
30 days afterFeb 20, 2025	Feb 20, 2025	$198.81	+8.34%	+$667 gain
90 days afterApr 21, 2025	Apr 21, 2025	$160.05	−12.8%	−$1,023 loss
Latest closeOct 20, 2026	Oct 20, 2026	$340.28	+85.4%	+$6,835 gain

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

Jan 8, 2025Filed 19 days later

Member

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

Purchase

$1,001 - $15,000

Notified Jan 10, 2025New

Disclosed 19 days after the trade. PANW closed at $172.83 on Jan 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 tradeJan 10, 2025	Jan 10, 2025	$173.42	+0.34%	+$27 gain
Day of disclosureJan 27, 2025	Jan 27, 2025	$189.30	+9.53%	+$762 gain
30 days afterFeb 7, 2025	Feb 7, 2025	$193.94	+12.2%	+$977 gain
90 days afterApr 8, 2025	Apr 8, 2025	$152.53	−11.7%	−$940 loss
Latest closeOct 20, 2026	Oct 20, 2026	$340.28	+96.9%	+$7,752 gain

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

Jan 8, 2025Filed 19 days later

Member

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

Purchase

$1,001 - $15,000

Notified Jan 10, 2025New

Disclosed 19 days after the trade. PANW closed at $172.83 on Jan 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 tradeJan 10, 2025	Jan 10, 2025	$173.42	+0.34%	+$27 gain
Day of disclosureJan 27, 2025	Jan 27, 2025	$189.30	+9.53%	+$762 gain
30 days afterFeb 7, 2025	Feb 7, 2025	$193.94	+12.2%	+$977 gain
90 days afterApr 8, 2025	Apr 8, 2025	$152.53	−11.7%	−$940 loss
Latest closeOct 20, 2026	Oct 20, 2026	$340.28	+96.9%	+$7,752 gain

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

Jan 8, 2025Filed 19 days later

Member

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

Purchase

$1,001 - $15,000

Notified Jan 10, 2025New

Disclosed 19 days after the trade. SCCO closed at $90.28 on Jan 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 tradeJan 10, 2025	Jan 10, 2025	$89.35	−1.04%	−$83 loss
Day of disclosureJan 27, 2025	Jan 27, 2025	$88.90	−1.53%	−$122 loss
30 days afterFeb 7, 2025	Feb 7, 2025	$91.34	+1.17%	+$94 gain
90 days afterApr 8, 2025	Apr 8, 2025	$71.42	−20.9%	−$1,671 loss
Latest closeOct 20, 2026	Oct 20, 2026	$202.34	+124.1%	+$9,931 gain

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

Jan 8, 2025Filed 19 days later

Member

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

Purchase

$1,001 - $15,000

Notified Jan 10, 2025New

Disclosed 19 days after the trade. TSLA closed at $394.94 on Jan 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 tradeJan 10, 2025	Jan 10, 2025	$394.74	−0.05%	−$4 loss
Day of disclosureJan 27, 2025	Jan 27, 2025	$397.15	+0.56%	+$45 gain
30 days afterFeb 7, 2025	Feb 7, 2025	$361.62	−8.44%	−$675 loss
90 days afterApr 8, 2025	Apr 8, 2025	$221.86	−43.8%	−$3,506 loss
Latest closeOct 20, 2026	Oct 20, 2026	$373.71	−5.38%	−$430 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.

Jan 8, 2025Filed 19 days later

Member

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

Purchase

$1,001 - $15,000

Notified Jan 10, 2025New

Disclosed 19 days after the trade. TSLA closed at $394.94 on Jan 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 tradeJan 10, 2025	Jan 10, 2025	$394.74	−0.05%	−$4 loss
Day of disclosureJan 27, 2025	Jan 27, 2025	$397.15	+0.56%	+$45 gain
30 days afterFeb 7, 2025	Feb 7, 2025	$361.62	−8.44%	−$675 loss
90 days afterApr 8, 2025	Apr 8, 2025	$221.86	−43.8%	−$3,506 loss
Latest closeOct 20, 2026	Oct 20, 2026	$373.71	−5.38%	−$430 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.

Jan 8, 2025Filed 19 days later

Member

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

Purchase

$1,001 - $15,000

Notified Jan 10, 2025New

Disclosed 19 days after the trade. TSLA closed at $394.94 on Jan 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 tradeJan 10, 2025	Jan 10, 2025	$394.74	−0.05%	−$4 loss
Day of disclosureJan 27, 2025	Jan 27, 2025	$397.15	+0.56%	+$45 gain
30 days afterFeb 7, 2025	Feb 7, 2025	$361.62	−8.44%	−$675 loss
90 days afterApr 8, 2025	Apr 8, 2025	$221.86	−43.8%	−$3,506 loss
Latest closeOct 20, 2026	Oct 20, 2026	$373.71	−5.38%	−$430 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.

Jan 8, 2025Filed 19 days later

Member

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

Purchase

$1,001 - $15,000

Notified Jan 10, 2025New

Disclosed 19 days after the trade. TSLA closed at $394.94 on Jan 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 tradeJan 10, 2025	Jan 10, 2025	$394.74	−0.05%	−$4 loss
Day of disclosureJan 27, 2025	Jan 27, 2025	$397.15	+0.56%	+$45 gain
30 days afterFeb 7, 2025	Feb 7, 2025	$361.62	−8.44%	−$675 loss
90 days afterApr 8, 2025	Apr 8, 2025	$221.86	−43.8%	−$3,506 loss
Latest closeOct 20, 2026	Oct 20, 2026	$373.71	−5.38%	−$430 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.

Jan 8, 2025Filed 19 days later

Member

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

Purchase

$1,001 - $15,000

Notified Jan 10, 2025New

Disclosed 19 days after the trade. HSY closed at $162.22 on Jan 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 tradeJan 10, 2025	Jan 10, 2025	$158.20	−2.48%	−$198 loss
Day of disclosureJan 27, 2025	Jan 27, 2025	$153.72	−5.24%	−$419 loss
30 days afterFeb 7, 2025	Feb 7, 2025	$154.93	−4.49%	−$360 loss
90 days afterApr 8, 2025	Apr 8, 2025	$159.10	−1.92%	−$154 loss
Latest closeOct 20, 2026	Oct 20, 2026	$169.58	+4.54%	+$363 gain

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

Jan 8, 2025Filed 19 days later

Member

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

Purchase

$1,001 - $15,000

Notified Jan 10, 2025New

Disclosed 19 days after the trade. UPS closed at $126.76 on Jan 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 tradeJan 10, 2025	Jan 10, 2025	$123.28	−2.75%	−$220 loss
Day of disclosureJan 27, 2025	Jan 27, 2025	$136.26	+7.49%	+$600 gain
30 days afterFeb 7, 2025	Feb 7, 2025	$113.11	−10.8%	−$862 loss
90 days afterApr 8, 2025	Apr 8, 2025	$91.92	−27.5%	−$2,199 loss
Latest closeOct 20, 2026	Oct 20, 2026	$98.52	−22.3%	−$1,782 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.

Jan 8, 2025Filed 19 days later

Member

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

Purchase

$1,001 - $15,000

Notified Jan 10, 2025New

Disclosed 19 days after the trade. UPS closed at $126.76 on Jan 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 tradeJan 10, 2025	Jan 10, 2025	$123.28	−2.75%	−$220 loss
Day of disclosureJan 27, 2025	Jan 27, 2025	$136.26	+7.49%	+$600 gain
30 days afterFeb 7, 2025	Feb 7, 2025	$113.11	−10.8%	−$862 loss
90 days afterApr 8, 2025	Apr 8, 2025	$91.92	−27.5%	−$2,199 loss
Latest closeOct 20, 2026	Oct 20, 2026	$98.52	−22.3%	−$1,782 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.

Jan 8, 2025Filed 19 days later

Member

US Treasury BillGovernment Securities and Agency Debt [GS]

Purchase

$100,001 - $250,000

Notified Jan 10, 2025New

No ticker reported

Jan 21, 2025Filed 6 days later

Member

US Treasury BillGovernment Securities and Agency Debt [GS]

Purchase

$50,001 - $100,000

Notified Jan 22, 2025New

No ticker reported

Jan 21, 2025Filed 6 days later

Member

Visa Inc.VStocks (including ADRs) [ST]

Purchase

$1,001 - $15,000

Notified Jan 22, 2025New

Disclosed 6 days after the trade. V closed at $323.63 on Jan 21, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJan 22, 2025	Jan 22, 2025	$323.56	−0.02%	−$2 loss
Day of disclosureJan 27, 2025	Jan 27, 2025	$334.54	+3.37%	+$270 gain
30 days afterFeb 20, 2025	Feb 20, 2025	$350.49	+8.30%	+$664 gain
90 days afterApr 21, 2025	Apr 21, 2025	$320.10	−1.09%	−$87 loss
Latest closeOct 20, 2026	Oct 20, 2026	$406.57	+25.6%	+$2,050 gain

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