Rick Larsen

Representative · WA-2 · D

Current term Jan 3, 2025 – Jan 3, 2027 · In the House since Jan 3, 2001

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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Rick Larsen

Representative · WA-2 · D

Current term Jan 3, 2025 – Jan 3, 2027 · In the House since Jan 3, 2001

Official website Biographical Directory

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

Disclosed trades

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

41 reported transactions in 7 electronically filed reports; latest filed Oct 12, 2026.

Periodic Transaction Report · filed Oct 12, 2026 · House Clerk

View original filing

Analog Devices, Inc. - Common StockADI

Stocks (including ADRs) [ST]

Quarterly rebalance

Held in: Richard R Larsen IRA

Transaction date: Oct 8, 2026Filed 4 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Oct 12, 2026New

Disclosed 4 days after the trade. ADI closed at $405.93 on Oct 8, 2026; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 bought
Day after the tradeOct 9, 2026	Oct 9, 2026	$406.19	+0.06%	+$5 gain
Day of disclosureOct 12, 2026	Oct 12, 2026	$406.25	+0.08%	+$6 gain
30 days after	Pending: first session on or after Nov 7, 2026
90 days after	Pending: first session on or after Jan 6, 2027
Latest closeOct 20, 2026	Oct 20, 2026	$397.05	−2.19%	−$175 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.

FedEx Corporation Common StockFDX

Stocks (including ADRs) [ST]

Quarterly rebalance

Held in: Richard R Larsen IRA

Transaction date: Oct 8, 2026Filed 4 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Oct 12, 2026New

Disclosed 4 days after the trade. FDX closed at $291.73 on Oct 8, 2026; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeOct 9, 2026	Oct 9, 2026	$291.71	−0.01%	$1 loss avoided
Day of disclosureOct 12, 2026	Oct 12, 2026	$292.23	+0.17%	$14 gain missed
30 days after	Pending: first session on or after Nov 7, 2026
90 days after	Pending: first session on or after Jan 6, 2027
Latest closeOct 20, 2026	Oct 20, 2026	$298.76	+2.41%	$193 gain missed

Estimates: filers report neither the price nor the 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]

Quarterly rebalance

Held in: Richard R Larsen IRA

Transaction date: Oct 8, 2026Filed 4 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Oct 12, 2026New

Disclosed 4 days after the trade. HD closed at $295.47 on Oct 8, 2026; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeOct 9, 2026	Oct 9, 2026	$290.74	−1.60%	$128 loss avoided
Day of disclosureOct 12, 2026	Oct 12, 2026	$290.62	−1.64%	$131 loss avoided
30 days after	Pending: first session on or after Nov 7, 2026
90 days after	Pending: first session on or after Jan 6, 2027
Latest closeOct 20, 2026	Oct 20, 2026	$315.11	+6.65%	$532 gain missed

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

Williams-Sonoma, Inc. Common StockWSM

Stocks (including ADRs) [ST]

Quarterly rebalance

Held in: Richard R Larsen IRA

Transaction date: Oct 8, 2026Filed 4 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Oct 12, 2026New

Disclosed 4 days after the trade. WSM closed at $239.00 on Oct 8, 2026; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 bought
Day after the tradeOct 9, 2026	Oct 9, 2026	$241.78	+1.16%	+$93 gain
Day of disclosureOct 12, 2026	Oct 12, 2026	$238.86	−0.06%	−$5 loss
30 days after	Pending: first session on or after Nov 7, 2026
90 days after	Pending: first session on or after Jan 6, 2027
Latest closeOct 20, 2026	Oct 20, 2026	$253.99	+6.27%	+$502 gain

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

Transaction date

Owner

Asset

Type

Amount (as reported)

Notified / status

Prices

Oct 8, 2026Filed 4 days later

Member

Analog Devices, Inc. - Common StockADIStocks (including ADRs) [ST]Quarterly rebalanceHeld in: Richard R Larsen IRA

Purchase

$1,001 - $15,000

Notified Oct 12, 2026New

Disclosed 4 days after the trade. ADI closed at $405.93 on Oct 8, 2026; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 bought
Day after the tradeOct 9, 2026	Oct 9, 2026	$406.19	+0.06%	+$5 gain
Day of disclosureOct 12, 2026	Oct 12, 2026	$406.25	+0.08%	+$6 gain
30 days after	Pending: first session on or after Nov 7, 2026
90 days after	Pending: first session on or after Jan 6, 2027
Latest closeOct 20, 2026	Oct 20, 2026	$397.05	−2.19%	−$175 loss

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

Oct 8, 2026Filed 4 days later

Member

FedEx Corporation Common StockFDXStocks (including ADRs) [ST]Quarterly rebalanceHeld in: Richard R Larsen IRA

Sale

$1,001 - $15,000

Notified Oct 12, 2026New

Disclosed 4 days after the trade. FDX closed at $291.73 on Oct 8, 2026; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeOct 9, 2026	Oct 9, 2026	$291.71	−0.01%	$1 loss avoided
Day of disclosureOct 12, 2026	Oct 12, 2026	$292.23	+0.17%	$14 gain missed
30 days after	Pending: first session on or after Nov 7, 2026
90 days after	Pending: first session on or after Jan 6, 2027
Latest closeOct 20, 2026	Oct 20, 2026	$298.76	+2.41%	$193 gain missed

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

Oct 8, 2026Filed 4 days later

Member

Home Depot, Inc.

Disclosed 4 days after the trade. HD closed at $295.47 on Oct 8, 2026; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeOct 9, 2026	Oct 9, 2026	$290.74	−1.60%	$128 loss avoided
Day of disclosureOct 12, 2026	Oct 12, 2026	$290.62	−1.64%	$131 loss avoided
30 days after	Pending: first session on or after Nov 7, 2026
90 days after	Pending: first session on or after Jan 6, 2027
Latest closeOct 20, 2026	Oct 20, 2026	$315.11	+6.65%	$532 gain missed

Estimates: filers report neither the price nor the 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 Jul 12, 2026 · House Clerk

View original filing

Abbott Laboratories Common StockABT

Stocks (including ADRs) [ST]

Part of advisor-driven quarterly rebalancing

Held in: Richard R Larsen IRA

Transaction date: Jul 8, 2026Filed 4 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jul 9, 2026New

Disclosed 4 days after the trade. ABT closed at $95.18 on Jul 8, 2026; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJul 9, 2026	Jul 9, 2026	$94.40	−0.82%	$66 loss avoided
Day of disclosureJul 13, 2026	Jul 13, 2026	$92.11	−3.23%	$258 loss avoided
30 days afterAug 7, 2026	Aug 7, 2026	$107.81	+13.3%	$1,062 gain missed
90 days afterOct 6, 2026	Oct 6, 2026	$98.16	+3.13%	$251 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$102.45	+7.64%	$611 gain missed

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

Amphenol Corporation Common StockAPH
Stocks (including ADRs) [ST]
Part of advisor-driven quarterly rebalancing
Held in: Richard R Larsen IRA
Transaction date
Jul 8, 2026Filed 4 days later
Type

Periodic Transaction Report · filed Apr 15, 2026 · House Clerk

View original filing

American Express Company Common StockAXP

Stocks (including ADRs) [ST]

Advisor-driven quarterly rebalancing

Held in: Richard R Larsen IRA

Transaction date: Apr 7, 2026Filed 8 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Apr 9, 2026New

Disclosed 8 days after the trade. AXP closed at $307.03 on Apr 7, 2026; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeApr 8, 2026	Apr 8, 2026	$316.34	+3.03%	$243 gain missed
Day of disclosureApr 15, 2026	Apr 15, 2026	$329.06	+7.18%	$574 gain missed
30 days afterMay 7, 2026	May 7, 2026	$318.69	+3.80%	$304 gain missed
90 days afterJul 6, 2026	Jul 6, 2026	$356.03	+16.0%	$1,277 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$318.34	+3.68%	$295 gain missed

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

American Water Works Company, Inc. Common StockAWK
Stocks (including ADRs) [ST]
Advisor-driven quarterly rebalancing
Held in: Richard R Larsen IRA
Transaction date
Apr 7, 2026Filed 8 days later
Type
Sale

Periodic Transaction Report · filed Jan 14, 2026 · House Clerk

View original filing

Darden Restaurants, Inc. Common StockDRI

Stocks (including ADRs) [ST]

Part of monthly portfolio rebalancing that account manager conducts

Held in: Richard R Larsen IRA

Transaction date: Jan 7, 2026Filed 7 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jan 9, 2026New

Disclosed 7 days after the trade. DRI closed at $199.77 on Jan 7, 2026; changes are measured 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 8, 2026	Jan 8, 2026	$202.50	+1.37%	+$109 gain
Day of disclosureJan 14, 2026	Jan 14, 2026	$207.87	+4.05%	+$324 gain
30 days afterFeb 6, 2026	Feb 6, 2026	$216.27	+8.26%	+$661 gain
90 days afterApr 7, 2026	Apr 7, 2026	$190.63	−4.58%	−$366 loss
Latest closeOct 20, 2026	Oct 20, 2026	$217.99	+9.12%	+$730 gain

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

Essex Property Trust, Inc. Common StockESS
Stocks (including ADRs) [ST]
Part of monthly portfolio rebalancing that account manager conducts
Held in: Richard R Larsen IRA
Transaction date
Jan 7, 2026

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

View original filing

Abbott Laboratories Common StockABT

Stocks (including ADRs) [ST]

part of quarterly portfolio rebalancing

Held in: Richard R Larsen IRA

Transaction date: Oct 6, 2025Filed 10 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Oct 7, 2025New

Disclosed 10 days after the trade. ABT closed at $133.74 on Oct 6, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 bought
Day after the tradeOct 7, 2025	Oct 7, 2025	$133.02	−0.54%	−$43 loss
Day of disclosureOct 16, 2025	Oct 16, 2025	$127.63	−4.57%	−$366 loss
30 days afterNov 5, 2025	Nov 5, 2025	$124.54	−6.88%	−$550 loss
90 days afterJan 5, 2026	Jan 5, 2026	$126.45	−5.45%	−$436 loss
Latest closeOct 20, 2026	Oct 20, 2026	$102.45	−23.4%	−$1,872 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.

American Electric Power Company, Inc.AEP
Stocks (including ADRs) [ST]
part of quarterly portfolio rebalancing
Held in: Richard R Larsen IRA
Transaction date
Oct 6, 2025Filed 10 days later
Type
Purchase

Periodic Transaction Report · filed Apr 15, 2025 · House Clerk

View original filing

American Express Company Common StockAXP

Stocks (including ADRs) [ST]

Part of quarterly rebalance

Transaction date: Apr 9, 2025Filed 6 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Apr 11, 2025New

Disclosed 6 days after the trade. AXP closed at $262.36 on Apr 9, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 bought
Day after the tradeApr 10, 2025	Apr 10, 2025	$246.89	−5.90%	−$472 loss
Day of disclosureApr 15, 2025	Apr 15, 2025	$257.86	−1.72%	−$137 loss
30 days afterMay 9, 2025	May 9, 2025	$284.51	+8.44%	+$675 gain
90 days afterJul 8, 2025	Jul 8, 2025	$316.98	+20.8%	+$1,666 gain
Latest closeOct 20, 2026	Oct 20, 2026	$318.34	+21.3%	+$1,707 gain

Estimates: filers report neither the price nor the 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]
Part of quarterly rebalancing
Transaction date
Apr 9, 2025Filed 6 days later
Type
Sale
Amount (as reported)
$1,001 - $15,000
Owner
Member
Notified / status

Periodic Transaction Report · filed Jan 14, 2025 · House Clerk

View original filing

Alphabet Inc. - Class A Common StockGOOGL

Stocks (including ADRs) [ST]

rebalancing of portfolio

Transaction date: Jan 7, 2025Filed 7 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jan 8, 2025New

Disclosed 7 days after the trade. GOOGL closed at $195.49 on Jan 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 tradeJan 8, 2025	Jan 8, 2025	$193.95	−0.79%	−$63 loss
Day of disclosureJan 14, 2025	Jan 14, 2025	$189.66	−2.98%	−$239 loss
30 days afterFeb 6, 2025	Feb 6, 2025	$191.60	−1.99%	−$159 loss
90 days afterApr 7, 2025	Apr 7, 2025	$146.75	−24.9%	−$1,995 loss
Latest closeOct 20, 2026	Oct 20, 2026	$340.28	+74.1%	+$5,926 gain

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

Booz Allen Hamilton Holding Corporation Common StockBAH
Stocks (including ADRs) [ST]
rebalancing of portfolio
Transaction date
Jan 7, 2025Filed 7 days later
Type
Sale
Amount (as reported)
$1,001 - $15,000
Owner
Member
Notified / status

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

41 reported transactions in 7 electronically filed reports; latest filed Oct 12, 2026.

Periodic Transaction Report · filed Oct 12, 2026 · House Clerk

View original filing

Analog Devices, Inc. - Common StockADI

Stocks (including ADRs) [ST]

Quarterly rebalance

Held in: Richard R Larsen IRA

Transaction date: Oct 8, 2026Filed 4 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Oct 12, 2026New

Disclosed 4 days after the trade. ADI closed at $405.93 on Oct 8, 2026; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 bought
Day after the tradeOct 9, 2026	Oct 9, 2026	$406.19	+0.06%	+$5 gain
Day of disclosureOct 12, 2026	Oct 12, 2026	$406.25	+0.08%	+$6 gain
30 days after	Pending: first session on or after Nov 7, 2026
90 days after	Pending: first session on or after Jan 6, 2027
Latest closeOct 20, 2026	Oct 20, 2026	$397.05	−2.19%	−$175 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.

FedEx Corporation Common StockFDX

Stocks (including ADRs) [ST]

Quarterly rebalance

Held in: Richard R Larsen IRA

Transaction date: Oct 8, 2026Filed 4 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Oct 12, 2026New

Disclosed 4 days after the trade. FDX closed at $291.73 on Oct 8, 2026; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeOct 9, 2026	Oct 9, 2026	$291.71	−0.01%	$1 loss avoided
Day of disclosureOct 12, 2026	Oct 12, 2026	$292.23	+0.17%	$14 gain missed
30 days after	Pending: first session on or after Nov 7, 2026
90 days after	Pending: first session on or after Jan 6, 2027
Latest closeOct 20, 2026	Oct 20, 2026	$298.76	+2.41%	$193 gain missed

Estimates: filers report neither the price nor the 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]

Quarterly rebalance

Held in: Richard R Larsen IRA

Transaction date: Oct 8, 2026Filed 4 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Oct 12, 2026New

Disclosed 4 days after the trade. HD closed at $295.47 on Oct 8, 2026; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeOct 9, 2026	Oct 9, 2026	$290.74	−1.60%	$128 loss avoided
Day of disclosureOct 12, 2026	Oct 12, 2026	$290.62	−1.64%	$131 loss avoided
30 days after	Pending: first session on or after Nov 7, 2026
90 days after	Pending: first session on or after Jan 6, 2027
Latest closeOct 20, 2026	Oct 20, 2026	$315.11	+6.65%	$532 gain missed

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

Williams-Sonoma, Inc. Common StockWSM

Stocks (including ADRs) [ST]

Quarterly rebalance

Held in: Richard R Larsen IRA

Transaction date: Oct 8, 2026Filed 4 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Oct 12, 2026New

Disclosed 4 days after the trade. WSM closed at $239.00 on Oct 8, 2026; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 bought
Day after the tradeOct 9, 2026	Oct 9, 2026	$241.78	+1.16%	+$93 gain
Day of disclosureOct 12, 2026	Oct 12, 2026	$238.86	−0.06%	−$5 loss
30 days after	Pending: first session on or after Nov 7, 2026
90 days after	Pending: first session on or after Jan 6, 2027
Latest closeOct 20, 2026	Oct 20, 2026	$253.99	+6.27%	+$502 gain

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

Transaction date

Owner

Asset

Type

Amount (as reported)

Notified / status

Prices

Oct 8, 2026Filed 4 days later

Member

Analog Devices, Inc. - Common StockADIStocks (including ADRs) [ST]Quarterly rebalanceHeld in: Richard R Larsen IRA

Purchase

$1,001 - $15,000

Notified Oct 12, 2026New

Disclosed 4 days after the trade. ADI closed at $405.93 on Oct 8, 2026; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 bought
Day after the tradeOct 9, 2026	Oct 9, 2026	$406.19	+0.06%	+$5 gain
Day of disclosureOct 12, 2026	Oct 12, 2026	$406.25	+0.08%	+$6 gain
30 days after	Pending: first session on or after Nov 7, 2026
90 days after	Pending: first session on or after Jan 6, 2027
Latest closeOct 20, 2026	Oct 20, 2026	$397.05	−2.19%	−$175 loss

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

Oct 8, 2026Filed 4 days later

Member

FedEx Corporation Common StockFDXStocks (including ADRs) [ST]Quarterly rebalanceHeld in: Richard R Larsen IRA

Sale

$1,001 - $15,000

Notified Oct 12, 2026New

Disclosed 4 days after the trade. FDX closed at $291.73 on Oct 8, 2026; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeOct 9, 2026	Oct 9, 2026	$291.71	−0.01%	$1 loss avoided
Day of disclosureOct 12, 2026	Oct 12, 2026	$292.23	+0.17%	$14 gain missed
30 days after	Pending: first session on or after Nov 7, 2026
90 days after	Pending: first session on or after Jan 6, 2027
Latest closeOct 20, 2026	Oct 20, 2026	$298.76	+2.41%	$193 gain missed

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

Oct 8, 2026Filed 4 days later

Member

Home Depot, Inc.

Disclosed 4 days after the trade. HD closed at $295.47 on Oct 8, 2026; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeOct 9, 2026	Oct 9, 2026	$290.74	−1.60%	$128 loss avoided
Day of disclosureOct 12, 2026	Oct 12, 2026	$290.62	−1.64%	$131 loss avoided
30 days after	Pending: first session on or after Nov 7, 2026
90 days after	Pending: first session on or after Jan 6, 2027
Latest closeOct 20, 2026	Oct 20, 2026	$315.11	+6.65%	$532 gain missed

Estimates: filers report neither the price nor the 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 Jul 12, 2026 · House Clerk

View original filing

Abbott Laboratories Common StockABT

Stocks (including ADRs) [ST]

Part of advisor-driven quarterly rebalancing

Held in: Richard R Larsen IRA

Transaction date: Jul 8, 2026Filed 4 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jul 9, 2026New

Disclosed 4 days after the trade. ABT closed at $95.18 on Jul 8, 2026; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJul 9, 2026	Jul 9, 2026	$94.40	−0.82%	$66 loss avoided
Day of disclosureJul 13, 2026	Jul 13, 2026	$92.11	−3.23%	$258 loss avoided
30 days afterAug 7, 2026	Aug 7, 2026	$107.81	+13.3%	$1,062 gain missed
90 days afterOct 6, 2026	Oct 6, 2026	$98.16	+3.13%	$251 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$102.45	+7.64%	$611 gain missed

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

Amphenol Corporation Common StockAPH
Stocks (including ADRs) [ST]
Part of advisor-driven quarterly rebalancing
Held in: Richard R Larsen IRA
Transaction date
Jul 8, 2026Filed 4 days later
Type

Periodic Transaction Report · filed Apr 15, 2026 · House Clerk

View original filing

American Express Company Common StockAXP

Stocks (including ADRs) [ST]

Advisor-driven quarterly rebalancing

Held in: Richard R Larsen IRA

Transaction date: Apr 7, 2026Filed 8 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Apr 9, 2026New

Disclosed 8 days after the trade. AXP closed at $307.03 on Apr 7, 2026; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeApr 8, 2026	Apr 8, 2026	$316.34	+3.03%	$243 gain missed
Day of disclosureApr 15, 2026	Apr 15, 2026	$329.06	+7.18%	$574 gain missed
30 days afterMay 7, 2026	May 7, 2026	$318.69	+3.80%	$304 gain missed
90 days afterJul 6, 2026	Jul 6, 2026	$356.03	+16.0%	$1,277 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$318.34	+3.68%	$295 gain missed

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

American Water Works Company, Inc. Common StockAWK
Stocks (including ADRs) [ST]
Advisor-driven quarterly rebalancing
Held in: Richard R Larsen IRA
Transaction date
Apr 7, 2026Filed 8 days later
Type
Sale

Periodic Transaction Report · filed Jan 14, 2026 · House Clerk

View original filing

Darden Restaurants, Inc. Common StockDRI

Stocks (including ADRs) [ST]

Part of monthly portfolio rebalancing that account manager conducts

Held in: Richard R Larsen IRA

Transaction date: Jan 7, 2026Filed 7 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jan 9, 2026New

Disclosed 7 days after the trade. DRI closed at $199.77 on Jan 7, 2026; changes are measured 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 8, 2026	Jan 8, 2026	$202.50	+1.37%	+$109 gain
Day of disclosureJan 14, 2026	Jan 14, 2026	$207.87	+4.05%	+$324 gain
30 days afterFeb 6, 2026	Feb 6, 2026	$216.27	+8.26%	+$661 gain
90 days afterApr 7, 2026	Apr 7, 2026	$190.63	−4.58%	−$366 loss
Latest closeOct 20, 2026	Oct 20, 2026	$217.99	+9.12%	+$730 gain

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

Essex Property Trust, Inc. Common StockESS
Stocks (including ADRs) [ST]
Part of monthly portfolio rebalancing that account manager conducts
Held in: Richard R Larsen IRA
Transaction date
Jan 7, 2026

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

View original filing

Abbott Laboratories Common StockABT

Stocks (including ADRs) [ST]

part of quarterly portfolio rebalancing

Held in: Richard R Larsen IRA

Transaction date: Oct 6, 2025Filed 10 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Oct 7, 2025New

Disclosed 10 days after the trade. ABT closed at $133.74 on Oct 6, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 bought
Day after the tradeOct 7, 2025	Oct 7, 2025	$133.02	−0.54%	−$43 loss
Day of disclosureOct 16, 2025	Oct 16, 2025	$127.63	−4.57%	−$366 loss
30 days afterNov 5, 2025	Nov 5, 2025	$124.54	−6.88%	−$550 loss
90 days afterJan 5, 2026	Jan 5, 2026	$126.45	−5.45%	−$436 loss
Latest closeOct 20, 2026	Oct 20, 2026	$102.45	−23.4%	−$1,872 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.

American Electric Power Company, Inc.AEP
Stocks (including ADRs) [ST]
part of quarterly portfolio rebalancing
Held in: Richard R Larsen IRA
Transaction date
Oct 6, 2025Filed 10 days later
Type
Purchase

Periodic Transaction Report · filed Apr 15, 2025 · House Clerk

View original filing

American Express Company Common StockAXP

Stocks (including ADRs) [ST]

Part of quarterly rebalance

Transaction date: Apr 9, 2025Filed 6 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Apr 11, 2025New

Disclosed 6 days after the trade. AXP closed at $262.36 on Apr 9, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 bought
Day after the tradeApr 10, 2025	Apr 10, 2025	$246.89	−5.90%	−$472 loss
Day of disclosureApr 15, 2025	Apr 15, 2025	$257.86	−1.72%	−$137 loss
30 days afterMay 9, 2025	May 9, 2025	$284.51	+8.44%	+$675 gain
90 days afterJul 8, 2025	Jul 8, 2025	$316.98	+20.8%	+$1,666 gain
Latest closeOct 20, 2026	Oct 20, 2026	$318.34	+21.3%	+$1,707 gain

Estimates: filers report neither the price nor the 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]
Part of quarterly rebalancing
Transaction date
Apr 9, 2025Filed 6 days later
Type
Sale
Amount (as reported)
$1,001 - $15,000
Owner
Member
Notified / status

Periodic Transaction Report · filed Jan 14, 2025 · House Clerk

View original filing

Alphabet Inc. - Class A Common StockGOOGL

Stocks (including ADRs) [ST]

rebalancing of portfolio

Transaction date: Jan 7, 2025Filed 7 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jan 8, 2025New

Disclosed 7 days after the trade. GOOGL closed at $195.49 on Jan 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 tradeJan 8, 2025	Jan 8, 2025	$193.95	−0.79%	−$63 loss
Day of disclosureJan 14, 2025	Jan 14, 2025	$189.66	−2.98%	−$239 loss
30 days afterFeb 6, 2025	Feb 6, 2025	$191.60	−1.99%	−$159 loss
90 days afterApr 7, 2025	Apr 7, 2025	$146.75	−24.9%	−$1,995 loss
Latest closeOct 20, 2026	Oct 20, 2026	$340.28	+74.1%	+$5,926 gain

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

Booz Allen Hamilton Holding Corporation Common StockBAH
Stocks (including ADRs) [ST]
rebalancing of portfolio
Transaction date
Jan 7, 2025Filed 7 days later
Type
Sale
Amount (as reported)
$1,001 - $15,000
Owner
Member
Notified / status

Oct 8, 2026Filed 4 days later

Member

Williams-Sonoma, Inc. Common StockWSMStocks (including ADRs) [ST]Quarterly rebalanceHeld in: Richard R Larsen IRA

Purchase

$1,001 - $15,000

Notified Oct 12, 2026New

Disclosed 4 days after the trade. WSM closed at $239.00 on Oct 8, 2026; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 bought
Day after the tradeOct 9, 2026	Oct 9, 2026	$241.78	+1.16%	+$93 gain
Day of disclosureOct 12, 2026	Oct 12, 2026	$238.86	−0.06%	−$5 loss
30 days after	Pending: first session on or after Nov 7, 2026
90 days after	Pending: first session on or after Jan 6, 2027
Latest closeOct 20, 2026	Oct 20, 2026	$253.99	+6.27%	+$502 gain

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

Disclosed 4 days after the trade. APH closed at $79.11 on Jul 8, 2026; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJul 9, 2026	Jul 9, 2026	$81.12	+2.54%	+$203 gain
Day of disclosureJul 13, 2026	Jul 13, 2026	$78.00	−1.41%	−$113 loss
30 days afterAug 7, 2026	Aug 7, 2026	$84.59	+6.93%	+$554 gain
90 days afterOct 6, 2026	Oct 6, 2026	$88.62	+12.0%	+$962 gain
Latest closeOct 20, 2026	Oct 20, 2026	$79.32	+0.27%	+$21 gain

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

McKesson Corporation Common StockMCK

Stocks (including ADRs) [ST]

Part of advisor-driven quarterly rebalancing

Held in: Richard R Larsen IRA

Transaction date: Jul 8, 2026Filed 4 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jul 9, 2026New

Disclosed 4 days after the trade. MCK closed at $818.66 on Jul 8, 2026; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJul 9, 2026	Jul 9, 2026	$792.81	−3.16%	−$253 loss
Day of disclosureJul 13, 2026	Jul 13, 2026	$812.28	−0.78%	−$62 loss
30 days afterAug 7, 2026	Aug 7, 2026	$869.58	+6.22%	+$498 gain
90 days afterOct 6, 2026	Oct 6, 2026	$921.67	+12.6%	+$1,007 gain
Latest closeOct 20, 2026	Oct 20, 2026	$1,030.12	+25.8%	+$2,067 gain

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

S&P Global Inc. Common StockSPGI

Stocks (including ADRs) [ST]

Part of advisor-driven quarterly rebalancing

Held in: Richard R Larsen IRA

Transaction date: Jul 8, 2026Filed 4 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jul 9, 2026New

Disclosed 4 days after the trade. SPGI closed at $430.79 on Jul 8, 2026; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJul 9, 2026	Jul 9, 2026	$432.96	+0.50%	$40 gain missed
Day of disclosureJul 13, 2026	Jul 13, 2026	$437.84	+1.64%	$131 gain missed
30 days afterAug 7, 2026	Aug 7, 2026	$408.19	−5.25%	$420 loss avoided
90 days afterOct 6, 2026	Oct 6, 2026	$396.13	−8.05%	$644 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$438.12	+1.70%	$136 gain missed

Estimates: filers report neither the price nor the 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

Jul 8, 2026Filed 4 days later

Member

Abbott Laboratories Common StockABTStocks (including ADRs) [ST]Part of advisor-driven quarterly rebalancingHeld in: Richard R Larsen IRA

Sale

$1,001 - $15,000

Notified Jul 9, 2026New

Disclosed 4 days after the trade. ABT closed at $95.18 on Jul 8, 2026; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJul 9, 2026	Jul 9, 2026	$94.40	−0.82%	$66 loss avoided
Day of disclosureJul 13, 2026	Jul 13, 2026	$92.11	−3.23%	$258 loss avoided
30 days afterAug 7, 2026	Aug 7, 2026	$107.81	+13.3%	$1,062 gain missed
90 days afterOct 6, 2026	Oct 6, 2026	$98.16	+3.13%	$251 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$102.45	+7.64%	$611 gain missed

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

Jul 8, 2026Filed 4 days later

Member

Amphenol Corporation Common StockAPHStocks (including ADRs) [ST]Part of advisor-driven quarterly rebalancingHeld in: Richard R Larsen IRA

Purchase

$1,001 - $15,000

Notified Jul 9, 2026New

Disclosed 4 days after the trade. APH closed at $79.11 on Jul 8, 2026; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJul 9, 2026	Jul 9, 2026	$81.12	+2.54%	+$203 gain
Day of disclosureJul 13, 2026	Jul 13, 2026	$78.00	−1.41%	−$113 loss
30 days afterAug 7, 2026	Aug 7, 2026	$84.59	+6.93%	+$554 gain
90 days afterOct 6, 2026	Oct 6, 2026	$88.62	+12.0%	+$962 gain
Latest closeOct 20, 2026	Oct 20, 2026	$79.32	+0.27%	+$21 gain

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

Jul 8, 2026Filed 4 days later

Member

McKesson Corporation Common StockMCKStocks (including ADRs) [ST]Part of advisor-driven quarterly rebalancingHeld in: Richard R Larsen IRA

Purchase

$1,001 - $15,000

Notified Jul 9, 2026New

Disclosed 4 days after the trade. MCK closed at $818.66 on Jul 8, 2026; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJul 9, 2026	Jul 9, 2026	$792.81	−3.16%	−$253 loss
Day of disclosureJul 13, 2026	Jul 13, 2026	$812.28	−0.78%	−$62 loss
30 days afterAug 7, 2026	Aug 7, 2026	$869.58	+6.22%	+$498 gain
90 days afterOct 6, 2026	Oct 6, 2026	$921.67	+12.6%	+$1,007 gain
Latest closeOct 20, 2026	Oct 20, 2026	$1,030.12	+25.8%	+$2,067 gain

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

Jul 8, 2026Filed 4 days later

Member

S&P Global Inc. Common StockSPGIStocks (including ADRs) [ST]Part of advisor-driven quarterly rebalancingHeld in: Richard R Larsen IRA

Sale

$1,001 - $15,000

Notified Jul 9, 2026New

Disclosed 4 days after the trade. SPGI closed at $430.79 on Jul 8, 2026; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJul 9, 2026	Jul 9, 2026	$432.96	+0.50%	$40 gain missed
Day of disclosureJul 13, 2026	Jul 13, 2026	$437.84	+1.64%	$131 gain missed
30 days afterAug 7, 2026	Aug 7, 2026	$408.19	−5.25%	$420 loss avoided
90 days afterOct 6, 2026	Oct 6, 2026	$396.13	−8.05%	$644 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$438.12	+1.70%	$136 gain missed

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

Disclosed 8 days after the trade. AWK closed at $135.37 on Apr 7, 2026; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeApr 8, 2026	Apr 8, 2026	$136.36	+0.73%	$59 gain missed
Day of disclosureApr 15, 2026	Apr 15, 2026	$130.31	−3.74%	$299 loss avoided
30 days afterMay 7, 2026	May 7, 2026	$126.20	−6.77%	$542 loss avoided
90 days afterJul 6, 2026	Jul 6, 2026	$133.09	−1.68%	$135 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$135.79	+0.31%	$25 gain missed

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

Broadridge Financial Solutions, Inc. Common StockBR

Stocks (including ADRs) [ST]

Advisor-driven quarterly rebalancing

Held in: Richard R Larsen IRA

Transaction date: Apr 7, 2026Filed 8 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Apr 9, 2026New

Disclosed 8 days after the trade. BR closed at $159.90 on Apr 7, 2026; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeApr 8, 2026	Apr 8, 2026	$160.97	+0.67%	$54 gain missed
Day of disclosureApr 15, 2026	Apr 15, 2026	$160.83	+0.58%	$47 gain missed
30 days afterMay 7, 2026	May 7, 2026	$152.89	−4.38%	$351 loss avoided
90 days afterJul 6, 2026	Jul 6, 2026	$144.77	−9.46%	$757 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$179.99	+12.6%	$1,005 gain missed

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

Carrier Global Corporation Common StockCARR

Stocks (including ADRs) [ST]

Advisor-driven quarterly rebalancing

Held in: Richard R Larsen IRA

Transaction date: Apr 7, 2026Filed 8 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Apr 9, 2026New

Disclosed 8 days after the trade. CARR closed at $55.44 on Apr 7, 2026; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 bought
Day after the tradeApr 8, 2026	Apr 8, 2026	$58.29	+5.14%	+$411 gain
Day of disclosureApr 15, 2026	Apr 15, 2026	$58.55	+5.61%	+$449 gain
30 days afterMay 7, 2026	May 7, 2026	$67.22	+21.2%	+$1,700 gain
90 days afterJul 6, 2026	Jul 6, 2026	$70.10	+26.4%	+$2,116 gain
Latest closeOct 20, 2026	Oct 20, 2026	$56.17	+1.32%	+$105 gain

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

Caseys General Stores, Inc. - Common StockCASY

Stocks (including ADRs) [ST]

Advisor-driven quarterly rebalancing

Held in: Richard R Larsen IRA

Transaction date: Apr 7, 2026Filed 8 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Apr 9, 2026New

Disclosed 8 days after the trade. CASY closed at $741.82 on Apr 7, 2026; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 bought
Day after the tradeApr 8, 2026	Apr 8, 2026	$758.37	+2.23%	+$179 gain
Day of disclosureApr 15, 2026	Apr 15, 2026	$736.83	−0.67%	−$54 loss
30 days afterMay 7, 2026	May 7, 2026	$850.95	+14.7%	+$1,177 gain
90 days afterJul 6, 2026	Jul 6, 2026	$807.18	+8.81%	+$705 gain
Latest closeOct 20, 2026	Oct 20, 2026	$684.51	−7.73%	−$618 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.

NextEra Energy, Inc. Common StockNEE

Stocks (including ADRs) [ST]

Advisor-driven quarterly rebalancing

Held in: Richard R Larsen IRA

Transaction date: Apr 7, 2026Filed 8 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Apr 9, 2026New

Disclosed 8 days after the trade. NEE closed at $93.67 on Apr 7, 2026; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 bought
Day after the tradeApr 8, 2026	Apr 8, 2026	$94.17	+0.53%	+$43 gain
Day of disclosureApr 15, 2026	Apr 15, 2026	$91.24	−2.59%	−$208 loss
30 days afterMay 7, 2026	May 7, 2026	$93.32	−0.37%	−$30 loss
90 days afterJul 6, 2026	Jul 6, 2026	$87.44	−6.65%	−$532 loss
Latest closeOct 20, 2026	Oct 20, 2026	$78.86	−15.8%	−$1,265 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.

Paychex, Inc. - Common StockPAYX

Stocks (including ADRs) [ST]

Advisor-driven quarterly rebalancing

Held in: Richard R Larsen IRA

Transaction date: Apr 7, 2026Filed 8 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Apr 9, 2026New

Disclosed 8 days after the trade. PAYX closed at $91.61 on Apr 7, 2026; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeApr 8, 2026	Apr 8, 2026	$89.89	−1.88%	$150 loss avoided
Day of disclosureApr 15, 2026	Apr 15, 2026	$90.26	−1.47%	$118 loss avoided
30 days afterMay 7, 2026	May 7, 2026	$94.26	+2.89%	$231 gain missed
90 days afterJul 6, 2026	Jul 6, 2026	$105.39	+15.0%	$1,204 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$112.62	+22.9%	$1,835 gain missed

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

Sonida Senior Living, Inc. Common StockSNDA

Stocks (including ADRs) [ST]

CNL Properties directors executed a sale of assets and Sonida Living, a common stock-based company, purchased those assets in March. I directed advisor to sell the Sonida stock in March and the proceeds from the sale were placed in Fixed Income Mutual Funds-based account I already hold. Per requirements, I will report in CY27 on my FDFY26 report which mutual funds proceeds went into.

Held in: Ameriprise One Account

Transaction date: Apr 7, 2026Filed 8 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Joint
Notified / status: Notified Apr 9, 2026New

Disclosed 8 days after the trade. SNDA closed at $0.00 on Apr 7, 2026; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeApr 8, 2026	Apr 8, 2026	$0.00	NaN%	Not reported loss avoided
Day of disclosureApr 15, 2026	Apr 15, 2026	$35.01	+Infinity%	Not reported gain missed
30 days afterMay 7, 2026	May 7, 2026	$36.55	+Infinity%	Not reported gain missed
90 days afterJul 6, 2026	Jul 6, 2026	$41.18	+Infinity%	Not reported gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$34.37	+Infinity%	Not reported gain missed

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

Sonida Senior Living, Inc. Common StockSNDA

Stocks (including ADRs) [ST]

Held in: Ameriprise One Account

Transaction date: Mar 31, 2026Filed 15 days later
Type: Exchange
Amount (as reported): $1,001 - $15,000
Owner: Joint
Notified / status: Notified Apr 9, 2026New

Disclosed 15 days after the trade. SNDA closed at $32.25 on Mar 31, 2026; changes are measured from that close.

Point	Session	Close	Change
Day after the tradeApr 1, 2026	Apr 1, 2026	$32.10	−0.47%
Day of disclosureApr 15, 2026	Apr 15, 2026	$35.01	+8.56%
30 days afterApr 30, 2026	Apr 30, 2026	$37.96	+17.7%
90 days afterJun 29, 2026	Jun 29, 2026	$39.67	+23.0%
Latest closeOct 20, 2026	Oct 20, 2026	$34.37	+6.57%

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

Westinghouse Air Brake Technologies Corporation Common StockWAB

Stocks (including ADRs) [ST]

Advisor-driven quarterly rebalancing

Held in: Richard R Larsen IRA

Transaction date: Apr 7, 2026Filed 8 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Apr 9, 2026New

Disclosed 8 days after the trade. WAB closed at $256.05 on Apr 7, 2026; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 bought
Day after the tradeApr 8, 2026	Apr 8, 2026	$269.66	+5.32%	+$425 gain
Day of disclosureApr 15, 2026	Apr 15, 2026	$257.38	+0.52%	+$42 gain
30 days afterMay 7, 2026	May 7, 2026	$265.58	+3.72%	+$298 gain
90 days afterJul 6, 2026	Jul 6, 2026	$261.31	+2.05%	+$164 gain
Latest closeOct 20, 2026	Oct 20, 2026	$283.43	+10.7%	+$856 gain

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

Transaction date

Owner

Asset

Type

Amount (as reported)

Notified / status

Prices

Apr 7, 2026Filed 8 days later

Member

American Express Company Common StockAXPStocks (including ADRs) [ST]Advisor-driven quarterly rebalancingHeld in: Richard R Larsen IRA

Sale

$1,001 - $15,000

Notified Apr 9, 2026New

Disclosed 8 days after the trade. AXP closed at $307.03 on Apr 7, 2026; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeApr 8, 2026	Apr 8, 2026	$316.34	+3.03%	$243 gain missed
Day of disclosureApr 15, 2026	Apr 15, 2026	$329.06	+7.18%	$574 gain missed
30 days afterMay 7, 2026	May 7, 2026	$318.69	+3.80%	$304 gain missed
90 days afterJul 6, 2026	Jul 6, 2026	$356.03	+16.0%	$1,277 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$318.34	+3.68%	$295 gain missed

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

Apr 7, 2026Filed 8 days later

Member

American Water Works Company, Inc. Common StockAWKStocks (including ADRs) [ST]Advisor-driven quarterly rebalancingHeld in: Richard R Larsen IRA

Sale

$1,001 - $15,000

Notified Apr 9, 2026New

Disclosed 8 days after the trade. AWK closed at $135.37 on Apr 7, 2026; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeApr 8, 2026	Apr 8, 2026	$136.36	+0.73%	$59 gain missed
Day of disclosureApr 15, 2026	Apr 15, 2026	$130.31	−3.74%	$299 loss avoided
30 days afterMay 7, 2026	May 7, 2026	$126.20	−6.77%	$542 loss avoided
90 days afterJul 6, 2026	Jul 6, 2026	$133.09	−1.68%	$135 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$135.79	+0.31%	$25 gain missed

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

Apr 7, 2026Filed 8 days later

Member

Broadridge Financial Solutions, Inc. Common StockBRStocks (including ADRs) [ST]Advisor-driven quarterly rebalancingHeld in: Richard R Larsen IRA

Sale

$1,001 - $15,000

Notified Apr 9, 2026New

Disclosed 8 days after the trade. BR closed at $159.90 on Apr 7, 2026; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeApr 8, 2026	Apr 8, 2026	$160.97	+0.67%	$54 gain missed
Day of disclosureApr 15, 2026	Apr 15, 2026	$160.83	+0.58%	$47 gain missed
30 days afterMay 7, 2026	May 7, 2026	$152.89	−4.38%	$351 loss avoided
90 days afterJul 6, 2026	Jul 6, 2026	$144.77	−9.46%	$757 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$179.99	+12.6%	$1,005 gain missed

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

Apr 7, 2026Filed 8 days later

Member

Carrier Global Corporation Common StockCARRStocks (including ADRs) [ST]Advisor-driven quarterly rebalancingHeld in: Richard R Larsen IRA

Purchase

$1,001 - $15,000

Notified Apr 9, 2026New

Disclosed 8 days after the trade. CARR closed at $55.44 on Apr 7, 2026; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 bought
Day after the tradeApr 8, 2026	Apr 8, 2026	$58.29	+5.14%	+$411 gain
Day of disclosureApr 15, 2026	Apr 15, 2026	$58.55	+5.61%	+$449 gain
30 days afterMay 7, 2026	May 7, 2026	$67.22	+21.2%	+$1,700 gain
90 days afterJul 6, 2026	Jul 6, 2026	$70.10	+26.4%	+$2,116 gain
Latest closeOct 20, 2026	Oct 20, 2026	$56.17	+1.32%	+$105 gain

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

Apr 7, 2026Filed 8 days later

Member

Caseys General Stores, Inc. - Common StockCASYStocks (including ADRs) [ST]Advisor-driven quarterly rebalancingHeld in: Richard R Larsen IRA

Purchase

$1,001 - $15,000

Notified Apr 9, 2026New

Disclosed 8 days after the trade. CASY closed at $741.82 on Apr 7, 2026; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 bought
Day after the tradeApr 8, 2026	Apr 8, 2026	$758.37	+2.23%	+$179 gain
Day of disclosureApr 15, 2026	Apr 15, 2026	$736.83	−0.67%	−$54 loss
30 days afterMay 7, 2026	May 7, 2026	$850.95	+14.7%	+$1,177 gain
90 days afterJul 6, 2026	Jul 6, 2026	$807.18	+8.81%	+$705 gain
Latest closeOct 20, 2026	Oct 20, 2026	$684.51	−7.73%	−$618 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 31, 2026Filed 15 days later

Joint

CNL Healthcare Properties Inc (widely held)Other [OT]CNL Properties (a widely held REIT) directors executed a sale of assets and Sonida Living, a common stock- based company, purchased those assets in March. This entry should be read on this PTR in conjunction with the Sonida entry listed as an Exchange.Held in: Ameriprise One AccountLocation: US

Exchange

$1,001 - $15,000

Notified Apr 9, 2026New

No ticker reported

Apr 7, 2026Filed 8 days later

Member

NextEra Energy, Inc. Common StockNEEStocks (including ADRs) [ST]Advisor-driven quarterly rebalancingHeld in: Richard R Larsen IRA

Purchase

$1,001 - $15,000

Notified Apr 9, 2026New

Disclosed 8 days after the trade. NEE closed at $93.67 on Apr 7, 2026; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 bought
Day after the tradeApr 8, 2026	Apr 8, 2026	$94.17	+0.53%	+$43 gain
Day of disclosureApr 15, 2026	Apr 15, 2026	$91.24	−2.59%	−$208 loss
30 days afterMay 7, 2026	May 7, 2026	$93.32	−0.37%	−$30 loss
90 days afterJul 6, 2026	Jul 6, 2026	$87.44	−6.65%	−$532 loss
Latest closeOct 20, 2026	Oct 20, 2026	$78.86	−15.8%	−$1,265 loss

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

Apr 7, 2026Filed 8 days later

Member

Paychex, Inc. - Common StockPAYXStocks (including ADRs) [ST]Advisor-driven quarterly rebalancingHeld in: Richard R Larsen IRA

Sale

$1,001 - $15,000

Notified Apr 9, 2026New

Disclosed 8 days after the trade. PAYX closed at $91.61 on Apr 7, 2026; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeApr 8, 2026	Apr 8, 2026	$89.89	−1.88%	$150 loss avoided
Day of disclosureApr 15, 2026	Apr 15, 2026	$90.26	−1.47%	$118 loss avoided
30 days afterMay 7, 2026	May 7, 2026	$94.26	+2.89%	$231 gain missed
90 days afterJul 6, 2026	Jul 6, 2026	$105.39	+15.0%	$1,204 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$112.62	+22.9%	$1,835 gain missed

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

Apr 7, 2026Filed 8 days later

Joint

Sonida Senior Living, Inc. Common StockSNDAStocks (including ADRs) [ST]CNL Properties directors executed a sale of assets and Sonida Living, a common stock-based company, purchased those assets in March. I directed advisor to sell the Sonida stock in March and the proceeds from the sale were placed in Fixed Income Mutual Funds-based account I already hold. Per requirements, I will report in CY27 on my FDFY26 report which mutual funds proceeds went into.Held in: Ameriprise One Account

Sale

$1,001 - $15,000

Notified Apr 9, 2026New

Disclosed 8 days after the trade. SNDA closed at $0.00 on Apr 7, 2026; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeApr 8, 2026	Apr 8, 2026	$0.00	NaN%	Not reported loss avoided
Day of disclosureApr 15, 2026	Apr 15, 2026	$35.01	+Infinity%	Not reported gain missed
30 days afterMay 7, 2026	May 7, 2026	$36.55	+Infinity%	Not reported gain missed
90 days afterJul 6, 2026	Jul 6, 2026	$41.18	+Infinity%	Not reported gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$34.37	+Infinity%	Not reported gain missed

Estimates: filers report neither the price nor the 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 31, 2026Filed 15 days later

Joint

Exchange

$1,001 - $15,000

Notified Apr 9, 2026New

Disclosed 15 days after the trade. SNDA closed at $32.25 on Mar 31, 2026; changes are measured from that close.

Point	Session	Close	Change
Day after the tradeApr 1, 2026	Apr 1, 2026	$32.10	−0.47%
Day of disclosureApr 15, 2026	Apr 15, 2026	$35.01	+8.56%
30 days afterApr 30, 2026	Apr 30, 2026	$37.96	+17.7%
90 days afterJun 29, 2026	Jun 29, 2026	$39.67	+23.0%
Latest closeOct 20, 2026	Oct 20, 2026	$34.37	+6.57%

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

Apr 7, 2026Filed 8 days later

Member

Westinghouse Air Brake Technologies Corporation Common StockWABStocks (including ADRs) [ST]Advisor-driven quarterly rebalancingHeld in: Richard R Larsen IRA

Purchase

$1,001 - $15,000

Notified Apr 9, 2026New

Disclosed 8 days after the trade. WAB closed at $256.05 on Apr 7, 2026; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 bought
Day after the tradeApr 8, 2026	Apr 8, 2026	$269.66	+5.32%	+$425 gain
Day of disclosureApr 15, 2026	Apr 15, 2026	$257.38	+0.52%	+$42 gain
30 days afterMay 7, 2026	May 7, 2026	$265.58	+3.72%	+$298 gain
90 days afterJul 6, 2026	Jul 6, 2026	$261.31	+2.05%	+$164 gain
Latest closeOct 20, 2026	Oct 20, 2026	$283.43	+10.7%	+$856 gain

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

Disclosed 7 days after the trade. ESS closed at $251.06 on Jan 7, 2026; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJan 8, 2026	Jan 8, 2026	$256.95	+2.35%	$188 gain missed
Day of disclosureJan 14, 2026	Jan 14, 2026	$253.18	+0.84%	$68 gain missed
30 days afterFeb 6, 2026	Feb 6, 2026	$258.06	+2.79%	$223 gain missed
90 days afterApr 7, 2026	Apr 7, 2026	$248.30	−1.10%	$88 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$272.08	+8.37%	$670 gain missed

Estimates: filers report neither the price nor the 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]

Part of monthly portfolio rebalancing that account manager conducts

Held in: Richard R Larsen IRA

Transaction date: Jan 7, 2026Filed 7 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jan 9, 2026New

Disclosed 7 days after the trade. META closed at $648.69 on Jan 7, 2026; changes are measured 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 8, 2026	Jan 8, 2026	$646.06	−0.41%	−$32 loss
Day of disclosureJan 14, 2026	Jan 14, 2026	$615.52	−5.11%	−$409 loss
30 days afterFeb 6, 2026	Feb 6, 2026	$661.46	+1.97%	+$158 gain
90 days afterApr 7, 2026	Apr 7, 2026	$0.00	−100.0%	−$8,001 loss
Latest closeOct 20, 2026	Oct 20, 2026	$694.25	+7.02%	+$562 gain

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

Mondelez International, Inc. - Class A Common StockMDLZ

Stocks (including ADRs) [ST]

Part of monthly portfolio rebalancing that account manager conducts

Held in: Richard R Larsen IRA

Transaction date: Jan 7, 2026Filed 7 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jan 9, 2026New

Disclosed 7 days after the trade. MDLZ closed at $51.51 on Jan 7, 2026; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJan 8, 2026	Jan 8, 2026	$53.99	+4.81%	$385 gain missed
Day of disclosureJan 14, 2026	Jan 14, 2026	$57.23	+11.1%	$888 gain missed
30 days afterFeb 6, 2026	Feb 6, 2026	$60.02	+16.5%	$1,322 gain missed
90 days afterApr 7, 2026	Apr 7, 2026	$57.51	+11.6%	$932 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$63.99	+24.2%	$1,939 gain missed

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

Verisk Analytics, Inc. - Common StockVRSK

Stocks (including ADRs) [ST]

Part of monthly portfolio rebalancing that account manager conducts

Held in: Richard R Larsen IRA

Transaction date: Jan 7, 2026Filed 7 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jan 9, 2026New

Disclosed 7 days after the trade. VRSK closed at $219.61 on Jan 7, 2026; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJan 8, 2026	Jan 8, 2026	$222.85	+1.48%	$118 gain missed
Day of disclosureJan 14, 2026	Jan 14, 2026	$224.16	+2.07%	$166 gain missed
30 days afterFeb 6, 2026	Feb 6, 2026	$179.10	−18.4%	$1,476 loss avoided
90 days afterApr 7, 2026	Apr 7, 2026	$181.00	−17.6%	$1,407 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$190.87	−13.1%	$1,047 loss avoided

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

Waste Management, Inc. Common StockWM

Stocks (including ADRs) [ST]

Part of monthly portfolio rebalancing that account manager conducts

Held in: Richard R Larsen IRA

Transaction date: Jan 7, 2026Filed 7 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jan 9, 2026New

Disclosed 7 days after the trade. WM closed at $215.97 on Jan 7, 2026; changes are measured 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 8, 2026	Jan 8, 2026	$217.86	+0.88%	+$70 gain
Day of disclosureJan 14, 2026	Jan 14, 2026	$218.79	+1.31%	+$104 gain
30 days afterFeb 6, 2026	Feb 6, 2026	$226.79	+5.01%	+$401 gain
90 days afterApr 7, 2026	Apr 7, 2026	$233.31	+8.03%	+$642 gain
Latest closeOct 20, 2026	Oct 20, 2026	$231.73	+7.30%	+$584 gain

Estimates: filers report neither the price nor the 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 7, 2026Filed 7 days later

Member

Darden Restaurants, Inc. Common StockDRIStocks (including ADRs) [ST]Part of monthly portfolio rebalancing that account manager conductsHeld in: Richard R Larsen IRA

Purchase

$1,001 - $15,000

Notified Jan 9, 2026New

Disclosed 7 days after the trade. DRI closed at $199.77 on Jan 7, 2026; changes are measured 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 8, 2026	Jan 8, 2026	$202.50	+1.37%	+$109 gain
Day of disclosureJan 14, 2026	Jan 14, 2026	$207.87	+4.05%	+$324 gain
30 days afterFeb 6, 2026	Feb 6, 2026	$216.27	+8.26%	+$661 gain
90 days afterApr 7, 2026	Apr 7, 2026	$190.63	−4.58%	−$366 loss
Latest closeOct 20, 2026	Oct 20, 2026	$217.99	+9.12%	+$730 gain

Estimates: filers report neither the price nor the 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 7, 2026Filed 7 days later

Member

Essex Property Trust, Inc. Common StockESSStocks (including ADRs) [ST]Part of monthly portfolio rebalancing that account manager conductsHeld in: Richard R Larsen IRA

Sale

$1,001 - $15,000

Notified Jan 9, 2026New

Disclosed 7 days after the trade. ESS closed at $251.06 on Jan 7, 2026; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJan 8, 2026	Jan 8, 2026	$256.95	+2.35%	$188 gain missed
Day of disclosureJan 14, 2026	Jan 14, 2026	$253.18	+0.84%	$68 gain missed
30 days afterFeb 6, 2026	Feb 6, 2026	$258.06	+2.79%	$223 gain missed
90 days afterApr 7, 2026	Apr 7, 2026	$248.30	−1.10%	$88 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$272.08	+8.37%	$670 gain missed

Estimates: filers report neither the price nor the 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 7, 2026Filed 7 days later

Member

Meta Platforms, Inc. - Class A Common StockMETAStocks (including ADRs) [ST]Part of monthly portfolio rebalancing that account manager conductsHeld in: Richard R Larsen IRA

Purchase

$1,001 - $15,000

Notified Jan 9, 2026New

Disclosed 7 days after the trade. META closed at $648.69 on Jan 7, 2026; changes are measured 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 8, 2026	Jan 8, 2026	$646.06	−0.41%	−$32 loss
Day of disclosureJan 14, 2026	Jan 14, 2026	$615.52	−5.11%	−$409 loss
30 days afterFeb 6, 2026	Feb 6, 2026	$661.46	+1.97%	+$158 gain
90 days afterApr 7, 2026	Apr 7, 2026	$0.00	−100.0%	−$8,001 loss
Latest closeOct 20, 2026	Oct 20, 2026	$694.25	+7.02%	+$562 gain

Estimates: filers report neither the price nor the 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 7, 2026Filed 7 days later

Member

Mondelez International, Inc. - Class A Common StockMDLZStocks (including ADRs) [ST]Part of monthly portfolio rebalancing that account manager conductsHeld in: Richard R Larsen IRA

Sale

$1,001 - $15,000

Notified Jan 9, 2026New

Disclosed 7 days after the trade. MDLZ closed at $51.51 on Jan 7, 2026; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJan 8, 2026	Jan 8, 2026	$53.99	+4.81%	$385 gain missed
Day of disclosureJan 14, 2026	Jan 14, 2026	$57.23	+11.1%	$888 gain missed
30 days afterFeb 6, 2026	Feb 6, 2026	$60.02	+16.5%	$1,322 gain missed
90 days afterApr 7, 2026	Apr 7, 2026	$57.51	+11.6%	$932 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$63.99	+24.2%	$1,939 gain missed

Estimates: filers report neither the price nor the 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 7, 2026Filed 7 days later

Member

Verisk Analytics, Inc. - Common StockVRSKStocks (including ADRs) [ST]Part of monthly portfolio rebalancing that account manager conductsHeld in: Richard R Larsen IRA

Sale

$1,001 - $15,000

Notified Jan 9, 2026New

Disclosed 7 days after the trade. VRSK closed at $219.61 on Jan 7, 2026; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJan 8, 2026	Jan 8, 2026	$222.85	+1.48%	$118 gain missed
Day of disclosureJan 14, 2026	Jan 14, 2026	$224.16	+2.07%	$166 gain missed
30 days afterFeb 6, 2026	Feb 6, 2026	$179.10	−18.4%	$1,476 loss avoided
90 days afterApr 7, 2026	Apr 7, 2026	$181.00	−17.6%	$1,407 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$190.87	−13.1%	$1,047 loss avoided

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

Jan 7, 2026Filed 7 days later

Member

Waste Management, Inc. Common StockWMStocks (including ADRs) [ST]Part of monthly portfolio rebalancing that account manager conductsHeld in: Richard R Larsen IRA

Purchase

$1,001 - $15,000

Notified Jan 9, 2026New

Disclosed 7 days after the trade. WM closed at $215.97 on Jan 7, 2026; changes are measured 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 8, 2026	Jan 8, 2026	$217.86	+0.88%	+$70 gain
Day of disclosureJan 14, 2026	Jan 14, 2026	$218.79	+1.31%	+$104 gain
30 days afterFeb 6, 2026	Feb 6, 2026	$226.79	+5.01%	+$401 gain
90 days afterApr 7, 2026	Apr 7, 2026	$233.31	+8.03%	+$642 gain
Latest closeOct 20, 2026	Oct 20, 2026	$231.73	+7.30%	+$584 gain

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

Disclosed 10 days after the trade. AEP closed at $115.66 on Oct 6, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 bought
Day after the tradeOct 7, 2025	Oct 7, 2025	$118.16	+2.16%	+$173 gain
Day of disclosureOct 16, 2025	Oct 16, 2025	$117.53	+1.62%	+$129 gain
30 days afterNov 5, 2025	Nov 5, 2025	$119.76	+3.54%	+$284 gain
90 days afterJan 5, 2026	Jan 5, 2026	$114.07	−1.37%	−$110 loss
Latest closeOct 20, 2026	Oct 20, 2026	$127.22	+9.99%	+$800 gain

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

Colgate-Palmolive Company Common StockCL

Stocks (including ADRs) [ST]

part of quarterly portfolio rebalancing

Held in: Richard R Larsen IRA

Transaction date: Oct 6, 2025Filed 10 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Oct 7, 2025New

Disclosed 10 days after the trade. CL closed at $77.45 on Oct 6, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeOct 7, 2025	Oct 7, 2025	$79.11	+2.14%	$171 gain missed
Day of disclosureOct 16, 2025	Oct 16, 2025	$78.08	+0.81%	$65 gain missed
30 days afterNov 5, 2025	Nov 5, 2025	$76.91	−0.70%	$56 loss avoided
90 days afterJan 5, 2026	Jan 5, 2026	$76.93	−0.67%	$54 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$94.54	+22.1%	$1,765 gain missed

Estimates: filers report neither the price nor the 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]

part of quarterly portfolio rebalancing

Held in: Richard R Larsen IRA

Transaction date: Oct 6, 2025Filed 10 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Oct 7, 2025New

Disclosed 10 days after the trade. ODFL closed at $142.82 on Oct 6, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeOct 7, 2025	Oct 7, 2025	$141.36	−1.02%	$82 loss avoided
Day of disclosureOct 16, 2025	Oct 16, 2025	$138.10	−3.30%	$264 loss avoided
30 days afterNov 5, 2025	Nov 5, 2025	$140.78	−1.43%	$114 loss avoided
90 days afterJan 5, 2026	Jan 5, 2026	$163.73	+14.6%	$1,171 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$188.33	+31.9%	$2,550 gain missed

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

Walmart Inc. Common StockWMT

Stocks (including ADRs) [ST]

part of quarterly portfolio rebalancing

Held in: Richard R Larsen IRA

Transaction date: Oct 6, 2025Filed 10 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Oct 7, 2025New

Disclosed 10 days after the trade. WMT closed at $102.70 on Oct 6, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 bought
Day after the tradeOct 7, 2025	Oct 7, 2025	$103.24	+0.53%	+$42 gain
Day of disclosureOct 16, 2025	Oct 16, 2025	$106.47	+3.67%	+$294 gain
30 days afterNov 5, 2025	Nov 5, 2025	$101.47	−1.20%	−$96 loss
90 days afterJan 5, 2026	Jan 5, 2026	$112.71	+9.75%	+$780 gain
Latest closeOct 20, 2026	Oct 20, 2026	$117.85	+14.8%	+$1,180 gain

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

Zoetis Inc. Class A Common StockZTS

Stocks (including ADRs) [ST]

part of quarterly portfolio rebalancing

Held in: Richard R Larsen IRA

Transaction date: Oct 6, 2025Filed 10 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Oct 7, 2025New

Disclosed 10 days after the trade. ZTS closed at $145.36 on Oct 6, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeOct 7, 2025	Oct 7, 2025	$142.77	−1.78%	$143 loss avoided
Day of disclosureOct 16, 2025	Oct 16, 2025	$143.26	−1.44%	$116 loss avoided
30 days afterNov 5, 2025	Nov 5, 2025	$120.49	−17.1%	$1,369 loss avoided
90 days afterJan 5, 2026	Jan 5, 2026	$129.37	−11.0%	$880 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$80.04	−44.9%	$3,595 loss avoided

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

Transaction date

Owner

Asset

Type

Amount (as reported)

Notified / status

Prices

Oct 6, 2025Filed 10 days later

Member

Abbott Laboratories Common StockABTStocks (including ADRs) [ST]part of quarterly portfolio rebalancingHeld in: Richard R Larsen IRA

Purchase

$1,001 - $15,000

Notified Oct 7, 2025New

Disclosed 10 days after the trade. ABT closed at $133.74 on Oct 6, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 bought
Day after the tradeOct 7, 2025	Oct 7, 2025	$133.02	−0.54%	−$43 loss
Day of disclosureOct 16, 2025	Oct 16, 2025	$127.63	−4.57%	−$366 loss
30 days afterNov 5, 2025	Nov 5, 2025	$124.54	−6.88%	−$550 loss
90 days afterJan 5, 2026	Jan 5, 2026	$126.45	−5.45%	−$436 loss
Latest closeOct 20, 2026	Oct 20, 2026	$102.45	−23.4%	−$1,872 loss

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

Oct 6, 2025Filed 10 days later

Member

American Electric Power Company, Inc.AEPStocks (including ADRs) [ST]part of quarterly portfolio rebalancingHeld in: Richard R Larsen IRA

Purchase

$1,001 - $15,000

Notified Oct 7, 2025New

Disclosed 10 days after the trade. AEP closed at $115.66 on Oct 6, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 bought
Day after the tradeOct 7, 2025	Oct 7, 2025	$118.16	+2.16%	+$173 gain
Day of disclosureOct 16, 2025	Oct 16, 2025	$117.53	+1.62%	+$129 gain
30 days afterNov 5, 2025	Nov 5, 2025	$119.76	+3.54%	+$284 gain
90 days afterJan 5, 2026	Jan 5, 2026	$114.07	−1.37%	−$110 loss
Latest closeOct 20, 2026	Oct 20, 2026	$127.22	+9.99%	+$800 gain

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

Oct 6, 2025Filed 10 days later

Member

Colgate-Palmolive Company Common StockCLStocks (including ADRs) [ST]part of quarterly portfolio rebalancingHeld in: Richard R Larsen IRA

Sale

$1,001 - $15,000

Notified Oct 7, 2025New

Disclosed 10 days after the trade. CL closed at $77.45 on Oct 6, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeOct 7, 2025	Oct 7, 2025	$79.11	+2.14%	$171 gain missed
Day of disclosureOct 16, 2025	Oct 16, 2025	$78.08	+0.81%	$65 gain missed
30 days afterNov 5, 2025	Nov 5, 2025	$76.91	−0.70%	$56 loss avoided
90 days afterJan 5, 2026	Jan 5, 2026	$76.93	−0.67%	$54 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$94.54	+22.1%	$1,765 gain missed

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

Oct 6, 2025Filed 10 days later

Member

Old Dominion Freight Line, Inc. - Common StockODFLStocks (including ADRs) [ST]part of quarterly portfolio rebalancingHeld in: Richard R Larsen IRA

Sale

$1,001 - $15,000

Notified Oct 7, 2025New

Disclosed 10 days after the trade. ODFL closed at $142.82 on Oct 6, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeOct 7, 2025	Oct 7, 2025	$141.36	−1.02%	$82 loss avoided
Day of disclosureOct 16, 2025	Oct 16, 2025	$138.10	−3.30%	$264 loss avoided
30 days afterNov 5, 2025	Nov 5, 2025	$140.78	−1.43%	$114 loss avoided
90 days afterJan 5, 2026	Jan 5, 2026	$163.73	+14.6%	$1,171 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$188.33	+31.9%	$2,550 gain missed

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

Oct 6, 2025Filed 10 days later

Member

Walmart Inc. Common StockWMTStocks (including ADRs) [ST]part of quarterly portfolio rebalancingHeld in: Richard R Larsen IRA

Purchase

$1,001 - $15,000

Notified Oct 7, 2025New

Disclosed 10 days after the trade. WMT closed at $102.70 on Oct 6, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 bought
Day after the tradeOct 7, 2025	Oct 7, 2025	$103.24	+0.53%	+$42 gain
Day of disclosureOct 16, 2025	Oct 16, 2025	$106.47	+3.67%	+$294 gain
30 days afterNov 5, 2025	Nov 5, 2025	$101.47	−1.20%	−$96 loss
90 days afterJan 5, 2026	Jan 5, 2026	$112.71	+9.75%	+$780 gain
Latest closeOct 20, 2026	Oct 20, 2026	$117.85	+14.8%	+$1,180 gain

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

Oct 6, 2025Filed 10 days later

Member

Zoetis Inc. Class A Common StockZTSStocks (including ADRs) [ST]part of quarterly portfolio rebalancingHeld in: Richard R Larsen IRA

Sale

$1,001 - $15,000

Notified Oct 7, 2025New

Disclosed 10 days after the trade. ZTS closed at $145.36 on Oct 6, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeOct 7, 2025	Oct 7, 2025	$142.77	−1.78%	$143 loss avoided
Day of disclosureOct 16, 2025	Oct 16, 2025	$143.26	−1.44%	$116 loss avoided
30 days afterNov 5, 2025	Nov 5, 2025	$120.49	−17.1%	$1,369 loss avoided
90 days afterJan 5, 2026	Jan 5, 2026	$129.37	−11.0%	$880 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$80.04	−44.9%	$3,595 loss avoided

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

Disclosed 6 days after the trade. NEE closed at $67.58 on Apr 9, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeApr 10, 2025	Apr 10, 2025	$66.72	−1.27%	$102 loss avoided
Day of disclosureApr 15, 2025	Apr 15, 2025	$67.66	+0.12%	$9 gain missed
30 days afterMay 9, 2025	May 9, 2025	$70.31	+4.04%	$323 gain missed
90 days afterJul 8, 2025	Jul 8, 2025	$72.46	+7.22%	$578 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$78.86	+16.7%	$1,335 gain missed

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

Transaction date

Owner

Asset

Type

Amount (as reported)

Notified / status

Prices

Apr 9, 2025Filed 6 days later

Member

American Express Company Common StockAXPStocks (including ADRs) [ST]Part of quarterly rebalance

Purchase

$1,001 - $15,000

Notified Apr 11, 2025New

Disclosed 6 days after the trade. AXP closed at $262.36 on Apr 9, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 bought
Day after the tradeApr 10, 2025	Apr 10, 2025	$246.89	−5.90%	−$472 loss
Day of disclosureApr 15, 2025	Apr 15, 2025	$257.86	−1.72%	−$137 loss
30 days afterMay 9, 2025	May 9, 2025	$284.51	+8.44%	+$675 gain
90 days afterJul 8, 2025	Jul 8, 2025	$316.98	+20.8%	+$1,666 gain
Latest closeOct 20, 2026	Oct 20, 2026	$318.34	+21.3%	+$1,707 gain

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

Apr 9, 2025Filed 6 days later

Member

NextEra Energy, Inc. Common StockNEEStocks (including ADRs) [ST]Part of quarterly rebalancing

Sale

$1,001 - $15,000

Notified Apr 11, 2025New

Disclosed 6 days after the trade. NEE closed at $67.58 on Apr 9, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeApr 10, 2025	Apr 10, 2025	$66.72	−1.27%	$102 loss avoided
Day of disclosureApr 15, 2025	Apr 15, 2025	$67.66	+0.12%	$9 gain missed
30 days afterMay 9, 2025	May 9, 2025	$70.31	+4.04%	$323 gain missed
90 days afterJul 8, 2025	Jul 8, 2025	$72.46	+7.22%	$578 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$78.86	+16.7%	$1,335 gain missed

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

Disclosed 7 days after the trade. BAH closed at $129.24 on Jan 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 sold
Day after the tradeJan 8, 2025	Jan 8, 2025	$130.08	+0.65%	$52 gain missed
Day of disclosureJan 14, 2025	Jan 14, 2025	$136.14	+5.34%	$427 gain missed
30 days afterFeb 6, 2025	Feb 6, 2025	$129.16	−0.06%	$5 loss avoided
90 days afterApr 7, 2025	Apr 7, 2025	$107.37	−16.9%	$1,354 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$74.97	−42.0%	$3,360 loss avoided

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

Broadridge Financial Solutions, Inc. Common StockBR

Stocks (including ADRs) [ST]

Transaction date: Jan 7, 2025Filed 7 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jan 8, 2025New

Disclosed 7 days after the trade. BR closed at $226.32 on Jan 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 tradeJan 8, 2025	Jan 8, 2025	$229.49	+1.40%	+$112 gain
Day of disclosureJan 14, 2025	Jan 14, 2025	$227.12	+0.35%	+$28 gain
30 days afterFeb 6, 2025	Feb 6, 2025	$240.03	+6.06%	+$485 gain
90 days afterApr 7, 2025	Apr 7, 2025	$220.24	−2.69%	−$215 loss
Latest closeOct 20, 2026	Oct 20, 2026	$179.99	−20.5%	−$1,638 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.

Cintas Corporation - Common StockCTAS

Stocks (including ADRs) [ST]

Transaction date: Jan 7, 2025Filed 7 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jan 8, 2025New

Disclosed 7 days after the trade. CTAS closed at $188.72 on Jan 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 tradeJan 8, 2025	Jan 8, 2025	$192.65	+2.08%	+$167 gain
Day of disclosureJan 14, 2025	Jan 14, 2025	$192.28	+1.89%	+$151 gain
30 days afterFeb 6, 2025	Feb 6, 2025	$204.29	+8.25%	+$660 gain
90 days afterApr 7, 2025	Apr 7, 2025	$190.54	+0.96%	+$77 gain
Latest closeOct 20, 2026	Oct 20, 2026	$217.03	+15.0%	+$1,200 gain

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

Comcast Corporation - Class A Common StockCMCSA

Stocks (including ADRs) [ST]

rebalancing of portfolio

Transaction date: Jan 7, 2025Filed 7 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jan 8, 2025New

Disclosed 7 days after the trade. CMCSA closed at $34.55 on Jan 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 sold
Day after the tradeJan 8, 2025	Jan 8, 2025	$34.84	+0.81%	$65 gain missed
Day of disclosureJan 14, 2025	Jan 14, 2025	$34.10	−1.33%	$106 loss avoided
30 days afterFeb 6, 2025	Feb 6, 2025	$32.31	−6.51%	$521 loss avoided
90 days afterApr 7, 2025	Apr 7, 2025	$31.37	−9.22%	$738 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$22.36	−35.3%	$2,824 loss avoided

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

General Dynamics Corporation Common StockGD

Stocks (including ADRs) [ST]

rebalancing of portfolio

Transaction date: Jan 7, 2025Filed 7 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jan 8, 2025New

Disclosed 7 days after the trade. GD closed at $259.65 on Jan 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 sold
Day after the tradeJan 8, 2025	Jan 8, 2025	$261.47	+0.70%	$56 gain missed
Day of disclosureJan 14, 2025	Jan 14, 2025	$265.12	+2.11%	$169 gain missed
30 days afterFeb 6, 2025	Feb 6, 2025	$255.53	−1.59%	$127 loss avoided
90 days afterApr 7, 2025	Apr 7, 2025	$247.68	−4.61%	$369 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$344.44	+32.7%	$2,613 gain missed

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

UnitedHealth Group Incorporated Common StockUNH

Stocks (including ADRs) [ST]

rebalancing of portfolio

Transaction date: Jan 7, 2025Filed 7 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jan 8, 2025New

Disclosed 7 days after the trade. UNH closed at $514.25 on Jan 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 sold
Day after the tradeJan 8, 2025	Jan 8, 2025	$524.52	+2.00%	$160 gain missed
Day of disclosureJan 14, 2025	Jan 14, 2025	$543.74	+5.73%	$459 gain missed
30 days afterFeb 6, 2025	Feb 6, 2025	$530.04	+3.07%	$246 gain missed
90 days afterApr 7, 2025	Apr 7, 2025	$524.70	+2.03%	$163 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$419.26	−18.5%	$1,478 loss avoided

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

Verisk Analytics, Inc. - Common StockVRSK

Stocks (including ADRs) [ST]

Transaction date: Jan 7, 2025Filed 7 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jan 8, 2025New

Disclosed 7 days after the trade. VRSK closed at $273.52 on Jan 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 tradeJan 8, 2025	Jan 8, 2025	$280.42	+2.52%	+$202 gain
Day of disclosureJan 14, 2025	Jan 14, 2025	$273.49	−0.01%	−$1 loss
30 days afterFeb 6, 2025	Feb 6, 2025	$294.95	+7.83%	+$627 gain
90 days afterApr 7, 2025	Apr 7, 2025	$278.09	+1.67%	+$134 gain
Latest closeOct 20, 2026	Oct 20, 2026	$190.87	−30.2%	−$2,418 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

Jan 7, 2025Filed 7 days later

Member

Alphabet Inc. - Class A Common StockGOOGLStocks (including ADRs) [ST]rebalancing of portfolio

Purchase

$1,001 - $15,000

Notified Jan 8, 2025New

Disclosed 7 days after the trade. GOOGL closed at $195.49 on Jan 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 tradeJan 8, 2025	Jan 8, 2025	$193.95	−0.79%	−$63 loss
Day of disclosureJan 14, 2025	Jan 14, 2025	$189.66	−2.98%	−$239 loss
30 days afterFeb 6, 2025	Feb 6, 2025	$191.60	−1.99%	−$159 loss
90 days afterApr 7, 2025	Apr 7, 2025	$146.75	−24.9%	−$1,995 loss
Latest closeOct 20, 2026	Oct 20, 2026	$340.28	+74.1%	+$5,926 gain

Estimates: filers report neither the price nor the 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 7, 2025Filed 7 days later

Member

Booz Allen Hamilton Holding Corporation Common StockBAHStocks (including ADRs) [ST]rebalancing of portfolio

Sale

$1,001 - $15,000

Notified Jan 8, 2025New

Disclosed 7 days after the trade. BAH closed at $129.24 on Jan 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 sold
Day after the tradeJan 8, 2025	Jan 8, 2025	$130.08	+0.65%	$52 gain missed
Day of disclosureJan 14, 2025	Jan 14, 2025	$136.14	+5.34%	$427 gain missed
30 days afterFeb 6, 2025	Feb 6, 2025	$129.16	−0.06%	$5 loss avoided
90 days afterApr 7, 2025	Apr 7, 2025	$107.37	−16.9%	$1,354 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$74.97	−42.0%	$3,360 loss avoided

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

Jan 7, 2025Filed 7 days later

Member

Broadridge Financial Solutions, Inc. Common StockBRStocks (including ADRs) [ST]

Purchase

$1,001 - $15,000

Notified Jan 8, 2025New

Disclosed 7 days after the trade. BR closed at $226.32 on Jan 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 tradeJan 8, 2025	Jan 8, 2025	$229.49	+1.40%	+$112 gain
Day of disclosureJan 14, 2025	Jan 14, 2025	$227.12	+0.35%	+$28 gain
30 days afterFeb 6, 2025	Feb 6, 2025	$240.03	+6.06%	+$485 gain
90 days afterApr 7, 2025	Apr 7, 2025	$220.24	−2.69%	−$215 loss
Latest closeOct 20, 2026	Oct 20, 2026	$179.99	−20.5%	−$1,638 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 7, 2025Filed 7 days later

Member

Cintas Corporation - Common StockCTASStocks (including ADRs) [ST]

Purchase

$1,001 - $15,000

Notified Jan 8, 2025New

Disclosed 7 days after the trade. CTAS closed at $188.72 on Jan 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 tradeJan 8, 2025	Jan 8, 2025	$192.65	+2.08%	+$167 gain
Day of disclosureJan 14, 2025	Jan 14, 2025	$192.28	+1.89%	+$151 gain
30 days afterFeb 6, 2025	Feb 6, 2025	$204.29	+8.25%	+$660 gain
90 days afterApr 7, 2025	Apr 7, 2025	$190.54	+0.96%	+$77 gain
Latest closeOct 20, 2026	Oct 20, 2026	$217.03	+15.0%	+$1,200 gain

Estimates: filers report neither the price nor the 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 7, 2025Filed 7 days later

Member

Comcast Corporation - Class A Common StockCMCSAStocks (including ADRs) [ST]rebalancing of portfolio

Sale

$1,001 - $15,000

Notified Jan 8, 2025New

Disclosed 7 days after the trade. CMCSA closed at $34.55 on Jan 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 sold
Day after the tradeJan 8, 2025	Jan 8, 2025	$34.84	+0.81%	$65 gain missed
Day of disclosureJan 14, 2025	Jan 14, 2025	$34.10	−1.33%	$106 loss avoided
30 days afterFeb 6, 2025	Feb 6, 2025	$32.31	−6.51%	$521 loss avoided
90 days afterApr 7, 2025	Apr 7, 2025	$31.37	−9.22%	$738 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$22.36	−35.3%	$2,824 loss avoided

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

Jan 7, 2025Filed 7 days later

Member

General Dynamics Corporation Common StockGDStocks (including ADRs) [ST]rebalancing of portfolio

Sale

$1,001 - $15,000

Notified Jan 8, 2025New

Disclosed 7 days after the trade. GD closed at $259.65 on Jan 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 sold
Day after the tradeJan 8, 2025	Jan 8, 2025	$261.47	+0.70%	$56 gain missed
Day of disclosureJan 14, 2025	Jan 14, 2025	$265.12	+2.11%	$169 gain missed
30 days afterFeb 6, 2025	Feb 6, 2025	$255.53	−1.59%	$127 loss avoided
90 days afterApr 7, 2025	Apr 7, 2025	$247.68	−4.61%	$369 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$344.44	+32.7%	$2,613 gain missed

Estimates: filers report neither the price nor the 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 7, 2025Filed 7 days later

Member

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

Sale

$1,001 - $15,000

Notified Jan 8, 2025New

Disclosed 7 days after the trade. UNH closed at $514.25 on Jan 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 sold
Day after the tradeJan 8, 2025	Jan 8, 2025	$524.52	+2.00%	$160 gain missed
Day of disclosureJan 14, 2025	Jan 14, 2025	$543.74	+5.73%	$459 gain missed
30 days afterFeb 6, 2025	Feb 6, 2025	$530.04	+3.07%	$246 gain missed
90 days afterApr 7, 2025	Apr 7, 2025	$524.70	+2.03%	$163 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$419.26	−18.5%	$1,478 loss avoided

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

Jan 7, 2025Filed 7 days later

Member

Verisk Analytics, Inc. - Common StockVRSKStocks (including ADRs) [ST]

Purchase

$1,001 - $15,000

Notified Jan 8, 2025New

Disclosed 7 days after the trade. VRSK closed at $273.52 on Jan 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 tradeJan 8, 2025	Jan 8, 2025	$280.42	+2.52%	+$202 gain
Day of disclosureJan 14, 2025	Jan 14, 2025	$273.49	−0.01%	−$1 loss
30 days afterFeb 6, 2025	Feb 6, 2025	$294.95	+7.83%	+$627 gain
90 days afterApr 7, 2025	Apr 7, 2025	$278.09	+1.67%	+$134 gain
Latest closeOct 20, 2026	Oct 20, 2026	$190.87	−30.2%	−$2,418 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.