Markwayne Mullin

Senator · OK · R

Former member (no longer serving)

Current term Jan 3, 2023 – Mar 23, 2026 · In the Senate since Jan 3, 2023

Official website Contact form Biographical Directory

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.

← Senate chamber

Markwayne Mullin

Senator · OK · R

Former member (no longer serving)

Current term Jan 3, 2023 – Mar 23, 2026 · In the Senate since Jan 3, 2023

Official website Contact form Biographical Directory

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

Disclosed trades

Reports filed since Jan 1, 2025 with the Senate Office of Public Records (eFD), 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.

320 reported transactions in 26 electronically filed reports; latest filed Mar 10, 2026.

Periodic Transaction Report · filed Mar 10, 2026 · Senate eFD

View original filing

UnitedHealth Group Incorporated Common Stock (DE)UNH

Stock

Transaction date: Feb 25, 2026Filed 13 days later
Type: Purchase
Amount (as reported): $50,001 - $100,000
Owner: Joint

Disclosed 13 days after the trade. UNH closed at $284.20 on Feb 25, 2026; changes are measured from that close.

Amount within the reported $50,001–$100,000$75,001

Point	Session	Close	Change	On $75,001 bought
Day after the tradeFeb 26, 2026	Feb 26, 2026	$286.66	+0.87%	+$649 gain
Day of disclosureMar 10, 2026	Mar 10, 2026	$282.34	−0.65%	−$491 loss
30 days afterMar 27, 2026	Mar 27, 2026	$259.02	−8.86%	−$6,645 loss
90 days afterMay 26, 2026	May 26, 2026	$376.86	+32.6%	+$24,453 gain
Latest closeOct 20, 2026	Oct 20, 2026	$419.26	+47.5%	+$35,643 gain

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

AutoZone, Inc. Common StockAZO

Stock

Transaction date: Feb 25, 2026Filed 13 days later
Type: Sale
Amount (as reported): $50,001 - $100,000
Owner: Joint

Disclosed 13 days after the trade. AZO closed at $3,671.82 on Feb 25, 2026; changes are measured from that close.

Amount within the reported $50,001–$100,000$75,001

Point	Session	Close	Change	On $75,001 sold
Day after the tradeFeb 26, 2026	Feb 26, 2026	$3,660.00	−0.32%	$241 loss avoided
Day of disclosureMar 10, 2026	Mar 10, 2026	$3,726.02	+1.48%	$1,107 gain missed
30 days afterMar 27, 2026	Mar 27, 2026	$3,316.71	−9.67%	$7,254 loss avoided
90 days afterMay 26, 2026	May 26, 2026	$3,100.11	−15.6%	$11,678 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$3,160.18	−13.9%	$10,451 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.

Intuit Inc. - Common StockINTU

Stock

Transaction date: Feb 25, 2026Filed 13 days later
Type: Sale
Amount (as reported): $15,001 - $50,000
Owner: Joint

Disclosed 13 days after the trade. INTU closed at $381.23 on Feb 25, 2026; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 sold
Day after the tradeFeb 26, 2026	Feb 26, 2026	$394.42	+3.46%	$1,124 gain missed
Day of disclosureMar 10, 2026	Mar 10, 2026	$453.95	+19.1%	$6,200 gain missed
30 days afterMar 27, 2026	Mar 27, 2026	$416.44	+9.24%	$3,002 gain missed
90 days afterMay 26, 2026	May 26, 2026	$304.35	−20.2%	$6,554 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$335.29	−12.1%	$3,917 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)

Prices

Feb 25, 2026Filed 13 days later

Joint

UnitedHealth Group Incorporated Common Stock (DE)UNHStock

Purchase

$50,001 - $100,000

Disclosed 13 days after the trade. UNH closed at $284.20 on Feb 25, 2026; changes are measured from that close.

Amount within the reported $50,001–$100,000$75,001

Point	Session	Close	Change	On $75,001 bought
Day after the tradeFeb 26, 2026	Feb 26, 2026	$286.66	+0.87%	+$649 gain
Day of disclosureMar 10, 2026	Mar 10, 2026	$282.34	−0.65%	−$491 loss
30 days afterMar 27, 2026	Mar 27, 2026	$259.02	−8.86%	−$6,645 loss
90 days afterMay 26, 2026	May 26, 2026	$376.86	+32.6%	+$24,453 gain
Latest closeOct 20, 2026	Oct 20, 2026	$419.26	+47.5%	+$35,643 gain

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

Feb 25, 2026Filed 13 days later

Joint

AutoZone, Inc. Common StockAZOStock

Sale

$50,001 - $100,000

Disclosed 13 days after the trade. AZO closed at $3,671.82 on Feb 25, 2026; changes are measured from that close.

Amount within the reported $50,001–$100,000$75,001

Point	Session	Close	Change	On $75,001 sold
Day after the tradeFeb 26, 2026	Feb 26, 2026	$3,660.00	−0.32%	$241 loss avoided
Day of disclosureMar 10, 2026	Mar 10, 2026	$3,726.02	+1.48%	$1,107 gain missed
30 days afterMar 27, 2026	Mar 27, 2026	$3,316.71	−9.67%	$7,254 loss avoided
90 days afterMay 26, 2026	May 26, 2026	$3,100.11	−15.6%	$11,678 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$3,160.18	−13.9%	$10,451 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.

Feb 25, 2026Filed 13 days later

Joint

Intuit Inc. - Common StockINTUStock

Sale

$15,001 - $50,000

Disclosed 13 days after the trade. INTU closed at $381.23 on Feb 25, 2026; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 sold
Day after the tradeFeb 26, 2026	Feb 26, 2026	$394.42	+3.46%	$1,124 gain missed
Day of disclosureMar 10, 2026	Mar 10, 2026	$453.95	+19.1%	$6,200 gain missed
30 days afterMar 27, 2026	Mar 27, 2026	$416.44	+9.24%	$3,002 gain missed
90 days afterMay 26, 2026	May 26, 2026	$304.35	−20.2%	$6,554 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$335.29	−12.1%	$3,917 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.

Periodic Transaction Report · filed Mar 2, 2026 · Senate eFD

View original filing

VSE Corporation - Common StockVSEC

Stock

Transaction date: Feb 4, 2026Filed 26 days later
Type: Purchase
Amount (as reported): $15,001 - $50,000
Owner: Joint

Disclosed 26 days after the trade. VSEC closed at $193.61 on Feb 4, 2026; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeFeb 5, 2026	Feb 5, 2026	$189.51	−2.12%	−$688 loss
Day of disclosureMar 2, 2026	Mar 2, 2026	$221.95	+14.6%	+$4,757 gain
30 days afterMar 6, 2026	Mar 6, 2026	$209.39	+8.15%	+$2,649 gain
90 days afterMay 5, 2026	May 5, 2026	$177.43	−8.36%	−$2,716 loss
Latest closeOct 20, 2026	Oct 20, 2026	$156.52	−19.2%	−$6,226 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.

MasTec, Inc. Common StockMTZ

Stock

Transaction date: Feb 4, 2026Filed 26 days later
Type: Sale
Amount (as reported): $15,001 - $50,000
Owner: Joint

Disclosed 26 days after the trade. MTZ closed at $235.44 on Feb 4, 2026; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 sold
Day after the tradeFeb 5, 2026	Feb 5, 2026	$244.86	+4.00%	$1,300 gain missed
Day of disclosureMar 2, 2026	Mar 2, 2026	$304.53	+29.3%	$9,537 gain missed
30 days afterMar 6, 2026	Mar 6, 2026	$285.61	+21.3%	$6,926 gain missed
90 days afterMay 5, 2026	May 5, 2026	$437.51	+85.8%	$27,894 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$187.34	−20.4%	$6,640 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.

Periodic Transaction Report · filed Feb 4, 2026 · Senate eFD
View original filing
- KENTUCKY ST PPTY & BLDGS COMMN REVS BDS
  Municipal Security
  Rate/Coupon: 5.0% Matures: 11/01/27
  Transaction date
  Jan 20, 2026Filed 15 days later
  Type
  Partial sale
  Amount (as reported)
  $50,001 - $100,000
  Owner
  Joint
  No ticker reported
- NEVADA ST LTD TAX GO CAP IMPT BDS
  Municipal Security
  Rate/Coupon: 5.0% Matures: 05/01/38
  Transaction date
  Jan 20, 2026Filed 15 days later
  Type
  Partial sale
  Amount (as reported)
  $1,001 - $15,000
  Owner
  Joint
  No ticker reported
- ALAMOGORDO N MEX MUN SCH DIST NO 001 GO BDS
  Municipal Security
  Rate/Coupon: 5.0% Matures: 08/01/27
  Transaction date
  Jan 20, 2026Filed 15 days later
  Type
  Partial sale
  Amount (as reported)
  $15,001 - $50,000

Periodic Transaction Report · filed Jan 16, 2026 · Senate eFD

View original filing

Caterpillar, Inc. Common StockCAT

Stock

Transaction date: Dec 29, 2025Filed 18 days later
Type: Purchase
Amount (as reported): $15,001 - $50,000
Owner: Joint

Disclosed 18 days after the trade. CAT closed at $578.61 on Dec 29, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeDec 30, 2025	Dec 30, 2025	$577.39	−0.21%	−$69 loss
Day of disclosureJan 16, 2026	Jan 16, 2026	$646.89	+11.8%	+$3,835 gain
30 days afterJan 28, 2026	Jan 28, 2026	$643.28	+11.2%	+$3,633 gain
90 days afterMar 30, 2026	Mar 30, 2026	$667.43	+15.4%	+$4,989 gain
Latest closeOct 20, 2026	Oct 20, 2026	$725.24	+25.3%	+$8,236 gain

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

Eli Lilly and Company Common StockLLY

Stock

Transaction date: Dec 29, 2025Filed 18 days later
Type: Purchase
Amount (as reported): $15,001 - $50,000
Owner: Joint

Disclosed 18 days after the trade. LLY closed at $1,078.73 on Dec 29, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeDec 30, 2025	Dec 30, 2025	$1,079.75	+0.09%	+$31 gain
Day of disclosureJan 16, 2026	Jan 16, 2026	$1,038.40	−3.74%	−$1,215 loss
30 days afterJan 28, 2026	Jan 28, 2026	$1,023.80	−5.09%	−$1,655 loss
90 days afterMar 30, 2026	Mar 30, 2026	$886.63	−17.8%	−$5,788 loss
Latest closeOct 20, 2026	Oct 20, 2026	$1,283.66	+19.0%	+$6,174 gain

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

Periodic Transaction Report · filed Jan 13, 2026 · Senate eFD

View original filing

Primo Brands CorpPRMB

Stock

Transaction date: Dec 18, 2025Filed 26 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member

Disclosed 26 days after the trade. PRMB closed at $16.25 on Dec 18, 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 tradeDec 19, 2025	Dec 19, 2025	$16.10	−0.92%	$74 loss avoided
Day of disclosureJan 13, 2026	Jan 13, 2026	$18.15	+11.7%	$936 gain missed
30 days afterJan 20, 2026	Jan 20, 2026	$18.75	+15.4%	$1,231 gain missed
90 days afterMar 18, 2026	Mar 18, 2026	$19.77	+21.7%	$1,733 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$20.00	+23.1%	$1,846 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.

MasTec, Inc. Common StockMTZ

Stock

Transaction date: Dec 18, 2025Filed 26 days later
Type: Sale
Amount (as reported): $15,001 - $50,000
Owner: Member

Disclosed 26 days after the trade. MTZ closed at $213.96 on Dec 18, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 sold
Day after the tradeDec 19, 2025	Dec 19, 2025	$218.18	+1.97%	$641 gain missed
Day of disclosureJan 13, 2026	Jan 13, 2026	$226.07	+5.66%	$1,840 gain missed
30 days afterJan 20, 2026	Jan 20, 2026	$240.35	+12.3%	$4,009 gain missed
90 days afterMar 18, 2026	Mar 18, 2026	$303.07	+41.6%	$13,536 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$187.34	−12.4%	$4,044 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.

Periodic Transaction Report · filed Dec 12, 2025 · Senate eFD

View original filing

CORSICANA TEX COMBINATION TAX AND REV CTFS OBLIG 2025
Municipal Security
Rate/Coupon: 4.0% Matures: 02/15/2042
Transaction date
Dec 3, 2025Filed 9 days later
Type
Purchase
Amount (as reported)
$50,001 - $100,000
Owner
Joint
No ticker reported

Transaction date	Owner	Asset	Type	Amount (as reported)	Prices
Dec 3, 2025Filed 9 days later	Joint	CORSICANA TEX COMBINATION TAX AND REV CTFS OBLIG 2025Municipal SecurityRate/Coupon: 4.0% Matures: 02/15/2042	Purchase	$50,001 - $100,000	No ticker reported

Periodic Transaction Report · filed Dec 5, 2025 · Senate eFD

View original filing

Capital One Financial Corporation Common StockCOF

Stock

Transaction date: Nov 10, 2025Filed 25 days later
Type: Purchase
Amount (as reported): $50,001 - $100,000
Owner: Joint

Disclosed 25 days after the trade. COF closed at $220.36 on Nov 10, 2025; changes are measured from that close.

Amount within the reported $50,001–$100,000$75,001

Point	Session	Close	Change	On $75,001 bought
Day after the tradeNov 11, 2025	Nov 11, 2025	$220.75	+0.18%	+$133 gain
Day of disclosureDec 5, 2025	Dec 5, 2025	$230.68	+4.68%	+$3,512 gain
30 days afterDec 10, 2025	Dec 10, 2025	$237.76	+7.90%	+$5,922 gain
90 days afterFeb 9, 2026	Feb 9, 2026	$222.76	+1.09%	+$817 gain
Latest closeOct 20, 2026	Oct 20, 2026	$201.56	−8.53%	−$6,399 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.

CSX Corporation - Common StockCSX

Stock

Transaction date: Nov 10, 2025Filed 25 days later
Type: Sale
Amount (as reported): $15,001 - $50,000
Owner: Joint

Disclosed 25 days after the trade. CSX closed at $35.12 on Nov 10, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 sold
Day after the tradeNov 11, 2025	Nov 11, 2025	$34.98	−0.40%	$130 loss avoided
Day of disclosureDec 5, 2025	Dec 5, 2025	$36.30	+3.36%	$1,092 gain missed
30 days afterDec 10, 2025	Dec 10, 2025	$37.09	+5.61%	$1,823 gain missed
90 days afterFeb 9, 2026	Feb 9, 2026	$40.72	+15.9%	$5,182 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$48.08	+36.9%	$11,994 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 Nov 21, 2025 · Senate eFD

View original filing

Fiserv IncFI

Stock

Transaction date: Nov 3, 2025Filed 18 days later
Type: Sale
Amount (as reported): $15,001 - $50,000
Owner: Joint

Disclosed 18 days after the trade. FI closed at $65.14 on Nov 3, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 sold
Day after the tradeNov 4, 2025	Nov 4, 2025	$64.45	−1.06%	$344 loss avoided
Day of disclosure	No trading within a week of Nov 21, 2025
30 days after	No trading within a week of Dec 3, 2025
90 days after	No trading within a week of Feb 1, 2026
Latest closeNov 19, 2025	Nov 19, 2025	$61.17	−6.09%	$1,981 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.

Chipotle Mexican Grill, Inc. Common StockCMG

Stock

Transaction date: Nov 3, 2025Filed 18 days later
Type: Sale
Amount (as reported): $15,001 - $50,000
Owner: Joint

Disclosed 18 days after the trade. CMG closed at $31.51 on Nov 3, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 sold
Day after the tradeNov 4, 2025	Nov 4, 2025	$31.74	+0.73%	$237 gain missed
Day of disclosureNov 21, 2025	Nov 21, 2025	$31.63	+0.38%	$124 gain missed
30 days afterDec 3, 2025	Dec 3, 2025	$33.93	+7.68%	$2,496 gain missed
90 days afterFeb 2, 2026	Feb 2, 2026	$38.51	+22.2%	$7,220 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$29.65	−5.90%	$1,918 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.

Periodic Transaction Report · filed Oct 1, 2025 · Senate eFD

View original filing

Wabtec CorpWAB

Stock

Transaction date: Sep 23, 2025Filed 8 days later
Type: Sale
Amount (as reported): $15,001 - $50,000
Owner: Member

Disclosed 8 days after the trade. WAB closed at $194.51 on Sep 23, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 sold
Day after the tradeSep 24, 2025	Sep 24, 2025	$192.31	−1.13%	$368 loss avoided
Day of disclosureOct 1, 2025	Oct 1, 2025	$198.56	+2.08%	$677 gain missed
30 days afterOct 23, 2025	Oct 23, 2025	$196.95	+1.25%	$408 gain missed
90 days afterDec 22, 2025	Dec 22, 2025	$221.71	+14.0%	$4,545 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$283.43	+45.7%	$14,858 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.

Wabtec CorpWAB

Stock

Transaction date: Sep 23, 2025Filed 8 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 8 days after the trade. WAB closed at $194.51 on Sep 23, 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 tradeSep 24, 2025	Sep 24, 2025	$192.31	−1.13%	$90 loss avoided
Day of disclosureOct 1, 2025	Oct 1, 2025	$198.56	+2.08%	$167 gain missed
30 days afterOct 23, 2025	Oct 23, 2025	$196.95	+1.25%	$100 gain missed
90 days afterDec 22, 2025	Dec 22, 2025	$221.71	+14.0%	$1,119 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$283.43	+45.7%	$3,658 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 Oct 1, 2025 · Senate eFD

View original filing

Adobe Systems IncADBE

Stock

Transaction date: Sep 24, 2025Filed 7 days later
Type: Sale
Amount (as reported): $15,001 - $50,000
Owner: Joint

Disclosed 7 days after the trade. ADBE closed at $353.27 on Sep 24, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 sold
Day after the tradeSep 25, 2025	Sep 25, 2025	$354.16	+0.25%	$82 gain missed
Day of disclosureOct 1, 2025	Oct 1, 2025	$343.72	−2.70%	$879 loss avoided
30 days afterOct 24, 2025	Oct 24, 2025	$353.52	+0.07%	$23 gain missed
90 days afterDec 23, 2025	Dec 23, 2025	$352.42	−0.24%	$78 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$256.73	−27.3%	$8,882 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.

Unitedhealth Group IncUNH

Stock

Transaction date: Sep 24, 2025Filed 7 days later
Type: Purchase
Amount (as reported): $15,001 - $50,000
Owner: Joint

Disclosed 7 days after the trade. UNH closed at $351.81 on Sep 24, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeSep 25, 2025	Sep 25, 2025	$345.56	−1.78%	−$577 loss
Day of disclosureOct 1, 2025	Oct 1, 2025	$348.30	−1.00%	−$324 loss
30 days afterOct 24, 2025	Oct 24, 2025	$362.50	+3.04%	+$988 gain
90 days afterDec 23, 2025	Dec 23, 2025	$324.80	−7.68%	−$2,495 loss
Latest closeOct 20, 2026	Oct 20, 2026	$419.26	+19.2%	+$6,231 gain

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

320 reported transactions in 26 electronically filed reports; latest filed Mar 10, 2026.

Periodic Transaction Report · filed Mar 10, 2026 · Senate eFD

View original filing

UnitedHealth Group Incorporated Common Stock (DE)UNH

Stock

Transaction date: Feb 25, 2026Filed 13 days later
Type: Purchase
Amount (as reported): $50,001 - $100,000
Owner: Joint

Disclosed 13 days after the trade. UNH closed at $284.20 on Feb 25, 2026; changes are measured from that close.

Amount within the reported $50,001–$100,000$75,001

Point	Session	Close	Change	On $75,001 bought
Day after the tradeFeb 26, 2026	Feb 26, 2026	$286.66	+0.87%	+$649 gain
Day of disclosureMar 10, 2026	Mar 10, 2026	$282.34	−0.65%	−$491 loss
30 days afterMar 27, 2026	Mar 27, 2026	$259.02	−8.86%	−$6,645 loss
90 days afterMay 26, 2026	May 26, 2026	$376.86	+32.6%	+$24,453 gain
Latest closeOct 20, 2026	Oct 20, 2026	$419.26	+47.5%	+$35,643 gain

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

AutoZone, Inc. Common StockAZO

Stock

Transaction date: Feb 25, 2026Filed 13 days later
Type: Sale
Amount (as reported): $50,001 - $100,000
Owner: Joint

Disclosed 13 days after the trade. AZO closed at $3,671.82 on Feb 25, 2026; changes are measured from that close.

Amount within the reported $50,001–$100,000$75,001

Point	Session	Close	Change	On $75,001 sold
Day after the tradeFeb 26, 2026	Feb 26, 2026	$3,660.00	−0.32%	$241 loss avoided
Day of disclosureMar 10, 2026	Mar 10, 2026	$3,726.02	+1.48%	$1,107 gain missed
30 days afterMar 27, 2026	Mar 27, 2026	$3,316.71	−9.67%	$7,254 loss avoided
90 days afterMay 26, 2026	May 26, 2026	$3,100.11	−15.6%	$11,678 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$3,160.18	−13.9%	$10,451 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.

Intuit Inc. - Common StockINTU

Stock

Transaction date: Feb 25, 2026Filed 13 days later
Type: Sale
Amount (as reported): $15,001 - $50,000
Owner: Joint

Disclosed 13 days after the trade. INTU closed at $381.23 on Feb 25, 2026; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 sold
Day after the tradeFeb 26, 2026	Feb 26, 2026	$394.42	+3.46%	$1,124 gain missed
Day of disclosureMar 10, 2026	Mar 10, 2026	$453.95	+19.1%	$6,200 gain missed
30 days afterMar 27, 2026	Mar 27, 2026	$416.44	+9.24%	$3,002 gain missed
90 days afterMay 26, 2026	May 26, 2026	$304.35	−20.2%	$6,554 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$335.29	−12.1%	$3,917 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)

Prices

Feb 25, 2026Filed 13 days later

Joint

UnitedHealth Group Incorporated Common Stock (DE)UNHStock

Purchase

$50,001 - $100,000

Disclosed 13 days after the trade. UNH closed at $284.20 on Feb 25, 2026; changes are measured from that close.

Amount within the reported $50,001–$100,000$75,001

Point	Session	Close	Change	On $75,001 bought
Day after the tradeFeb 26, 2026	Feb 26, 2026	$286.66	+0.87%	+$649 gain
Day of disclosureMar 10, 2026	Mar 10, 2026	$282.34	−0.65%	−$491 loss
30 days afterMar 27, 2026	Mar 27, 2026	$259.02	−8.86%	−$6,645 loss
90 days afterMay 26, 2026	May 26, 2026	$376.86	+32.6%	+$24,453 gain
Latest closeOct 20, 2026	Oct 20, 2026	$419.26	+47.5%	+$35,643 gain

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

Feb 25, 2026Filed 13 days later

Joint

AutoZone, Inc. Common StockAZOStock

Sale

$50,001 - $100,000

Disclosed 13 days after the trade. AZO closed at $3,671.82 on Feb 25, 2026; changes are measured from that close.

Amount within the reported $50,001–$100,000$75,001

Point	Session	Close	Change	On $75,001 sold
Day after the tradeFeb 26, 2026	Feb 26, 2026	$3,660.00	−0.32%	$241 loss avoided
Day of disclosureMar 10, 2026	Mar 10, 2026	$3,726.02	+1.48%	$1,107 gain missed
30 days afterMar 27, 2026	Mar 27, 2026	$3,316.71	−9.67%	$7,254 loss avoided
90 days afterMay 26, 2026	May 26, 2026	$3,100.11	−15.6%	$11,678 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$3,160.18	−13.9%	$10,451 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.

Feb 25, 2026Filed 13 days later

Joint

Intuit Inc. - Common StockINTUStock

Sale

$15,001 - $50,000

Disclosed 13 days after the trade. INTU closed at $381.23 on Feb 25, 2026; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 sold
Day after the tradeFeb 26, 2026	Feb 26, 2026	$394.42	+3.46%	$1,124 gain missed
Day of disclosureMar 10, 2026	Mar 10, 2026	$453.95	+19.1%	$6,200 gain missed
30 days afterMar 27, 2026	Mar 27, 2026	$416.44	+9.24%	$3,002 gain missed
90 days afterMay 26, 2026	May 26, 2026	$304.35	−20.2%	$6,554 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$335.29	−12.1%	$3,917 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.

Periodic Transaction Report · filed Mar 2, 2026 · Senate eFD

View original filing

VSE Corporation - Common StockVSEC

Stock

Transaction date: Feb 4, 2026Filed 26 days later
Type: Purchase
Amount (as reported): $15,001 - $50,000
Owner: Joint

Disclosed 26 days after the trade. VSEC closed at $193.61 on Feb 4, 2026; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeFeb 5, 2026	Feb 5, 2026	$189.51	−2.12%	−$688 loss
Day of disclosureMar 2, 2026	Mar 2, 2026	$221.95	+14.6%	+$4,757 gain
30 days afterMar 6, 2026	Mar 6, 2026	$209.39	+8.15%	+$2,649 gain
90 days afterMay 5, 2026	May 5, 2026	$177.43	−8.36%	−$2,716 loss
Latest closeOct 20, 2026	Oct 20, 2026	$156.52	−19.2%	−$6,226 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.

MasTec, Inc. Common StockMTZ

Stock

Transaction date: Feb 4, 2026Filed 26 days later
Type: Sale
Amount (as reported): $15,001 - $50,000
Owner: Joint

Disclosed 26 days after the trade. MTZ closed at $235.44 on Feb 4, 2026; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 sold
Day after the tradeFeb 5, 2026	Feb 5, 2026	$244.86	+4.00%	$1,300 gain missed
Day of disclosureMar 2, 2026	Mar 2, 2026	$304.53	+29.3%	$9,537 gain missed
30 days afterMar 6, 2026	Mar 6, 2026	$285.61	+21.3%	$6,926 gain missed
90 days afterMay 5, 2026	May 5, 2026	$437.51	+85.8%	$27,894 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$187.34	−20.4%	$6,640 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.

Periodic Transaction Report · filed Feb 4, 2026 · Senate eFD
View original filing
- KENTUCKY ST PPTY & BLDGS COMMN REVS BDS
  Municipal Security
  Rate/Coupon: 5.0% Matures: 11/01/27
  Transaction date
  Jan 20, 2026Filed 15 days later
  Type
  Partial sale
  Amount (as reported)
  $50,001 - $100,000
  Owner
  Joint
  No ticker reported
- NEVADA ST LTD TAX GO CAP IMPT BDS
  Municipal Security
  Rate/Coupon: 5.0% Matures: 05/01/38
  Transaction date
  Jan 20, 2026Filed 15 days later
  Type
  Partial sale
  Amount (as reported)
  $1,001 - $15,000
  Owner
  Joint
  No ticker reported
- ALAMOGORDO N MEX MUN SCH DIST NO 001 GO BDS
  Municipal Security
  Rate/Coupon: 5.0% Matures: 08/01/27
  Transaction date
  Jan 20, 2026Filed 15 days later
  Type
  Partial sale
  Amount (as reported)
  $15,001 - $50,000

Periodic Transaction Report · filed Jan 16, 2026 · Senate eFD

View original filing

Caterpillar, Inc. Common StockCAT

Stock

Transaction date: Dec 29, 2025Filed 18 days later
Type: Purchase
Amount (as reported): $15,001 - $50,000
Owner: Joint

Disclosed 18 days after the trade. CAT closed at $578.61 on Dec 29, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeDec 30, 2025	Dec 30, 2025	$577.39	−0.21%	−$69 loss
Day of disclosureJan 16, 2026	Jan 16, 2026	$646.89	+11.8%	+$3,835 gain
30 days afterJan 28, 2026	Jan 28, 2026	$643.28	+11.2%	+$3,633 gain
90 days afterMar 30, 2026	Mar 30, 2026	$667.43	+15.4%	+$4,989 gain
Latest closeOct 20, 2026	Oct 20, 2026	$725.24	+25.3%	+$8,236 gain

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

Eli Lilly and Company Common StockLLY

Stock

Transaction date: Dec 29, 2025Filed 18 days later
Type: Purchase
Amount (as reported): $15,001 - $50,000
Owner: Joint

Disclosed 18 days after the trade. LLY closed at $1,078.73 on Dec 29, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeDec 30, 2025	Dec 30, 2025	$1,079.75	+0.09%	+$31 gain
Day of disclosureJan 16, 2026	Jan 16, 2026	$1,038.40	−3.74%	−$1,215 loss
30 days afterJan 28, 2026	Jan 28, 2026	$1,023.80	−5.09%	−$1,655 loss
90 days afterMar 30, 2026	Mar 30, 2026	$886.63	−17.8%	−$5,788 loss
Latest closeOct 20, 2026	Oct 20, 2026	$1,283.66	+19.0%	+$6,174 gain

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

Periodic Transaction Report · filed Jan 13, 2026 · Senate eFD

View original filing

Primo Brands CorpPRMB

Stock

Transaction date: Dec 18, 2025Filed 26 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member

Disclosed 26 days after the trade. PRMB closed at $16.25 on Dec 18, 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 tradeDec 19, 2025	Dec 19, 2025	$16.10	−0.92%	$74 loss avoided
Day of disclosureJan 13, 2026	Jan 13, 2026	$18.15	+11.7%	$936 gain missed
30 days afterJan 20, 2026	Jan 20, 2026	$18.75	+15.4%	$1,231 gain missed
90 days afterMar 18, 2026	Mar 18, 2026	$19.77	+21.7%	$1,733 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$20.00	+23.1%	$1,846 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.

MasTec, Inc. Common StockMTZ

Stock

Transaction date: Dec 18, 2025Filed 26 days later
Type: Sale
Amount (as reported): $15,001 - $50,000
Owner: Member

Disclosed 26 days after the trade. MTZ closed at $213.96 on Dec 18, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 sold
Day after the tradeDec 19, 2025	Dec 19, 2025	$218.18	+1.97%	$641 gain missed
Day of disclosureJan 13, 2026	Jan 13, 2026	$226.07	+5.66%	$1,840 gain missed
30 days afterJan 20, 2026	Jan 20, 2026	$240.35	+12.3%	$4,009 gain missed
90 days afterMar 18, 2026	Mar 18, 2026	$303.07	+41.6%	$13,536 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$187.34	−12.4%	$4,044 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.

Periodic Transaction Report · filed Dec 12, 2025 · Senate eFD

View original filing

CORSICANA TEX COMBINATION TAX AND REV CTFS OBLIG 2025
Municipal Security
Rate/Coupon: 4.0% Matures: 02/15/2042
Transaction date
Dec 3, 2025Filed 9 days later
Type
Purchase
Amount (as reported)
$50,001 - $100,000
Owner
Joint
No ticker reported

Transaction date	Owner	Asset	Type	Amount (as reported)	Prices
Dec 3, 2025Filed 9 days later	Joint	CORSICANA TEX COMBINATION TAX AND REV CTFS OBLIG 2025Municipal SecurityRate/Coupon: 4.0% Matures: 02/15/2042	Purchase	$50,001 - $100,000	No ticker reported

Periodic Transaction Report · filed Dec 5, 2025 · Senate eFD

View original filing

Capital One Financial Corporation Common StockCOF

Stock

Transaction date: Nov 10, 2025Filed 25 days later
Type: Purchase
Amount (as reported): $50,001 - $100,000
Owner: Joint

Disclosed 25 days after the trade. COF closed at $220.36 on Nov 10, 2025; changes are measured from that close.

Amount within the reported $50,001–$100,000$75,001

Point	Session	Close	Change	On $75,001 bought
Day after the tradeNov 11, 2025	Nov 11, 2025	$220.75	+0.18%	+$133 gain
Day of disclosureDec 5, 2025	Dec 5, 2025	$230.68	+4.68%	+$3,512 gain
30 days afterDec 10, 2025	Dec 10, 2025	$237.76	+7.90%	+$5,922 gain
90 days afterFeb 9, 2026	Feb 9, 2026	$222.76	+1.09%	+$817 gain
Latest closeOct 20, 2026	Oct 20, 2026	$201.56	−8.53%	−$6,399 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.

CSX Corporation - Common StockCSX

Stock

Transaction date: Nov 10, 2025Filed 25 days later
Type: Sale
Amount (as reported): $15,001 - $50,000
Owner: Joint

Disclosed 25 days after the trade. CSX closed at $35.12 on Nov 10, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 sold
Day after the tradeNov 11, 2025	Nov 11, 2025	$34.98	−0.40%	$130 loss avoided
Day of disclosureDec 5, 2025	Dec 5, 2025	$36.30	+3.36%	$1,092 gain missed
30 days afterDec 10, 2025	Dec 10, 2025	$37.09	+5.61%	$1,823 gain missed
90 days afterFeb 9, 2026	Feb 9, 2026	$40.72	+15.9%	$5,182 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$48.08	+36.9%	$11,994 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 Nov 21, 2025 · Senate eFD

View original filing

Fiserv IncFI

Stock

Transaction date: Nov 3, 2025Filed 18 days later
Type: Sale
Amount (as reported): $15,001 - $50,000
Owner: Joint

Disclosed 18 days after the trade. FI closed at $65.14 on Nov 3, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 sold
Day after the tradeNov 4, 2025	Nov 4, 2025	$64.45	−1.06%	$344 loss avoided
Day of disclosure	No trading within a week of Nov 21, 2025
30 days after	No trading within a week of Dec 3, 2025
90 days after	No trading within a week of Feb 1, 2026
Latest closeNov 19, 2025	Nov 19, 2025	$61.17	−6.09%	$1,981 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.

Chipotle Mexican Grill, Inc. Common StockCMG

Stock

Transaction date: Nov 3, 2025Filed 18 days later
Type: Sale
Amount (as reported): $15,001 - $50,000
Owner: Joint

Disclosed 18 days after the trade. CMG closed at $31.51 on Nov 3, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 sold
Day after the tradeNov 4, 2025	Nov 4, 2025	$31.74	+0.73%	$237 gain missed
Day of disclosureNov 21, 2025	Nov 21, 2025	$31.63	+0.38%	$124 gain missed
30 days afterDec 3, 2025	Dec 3, 2025	$33.93	+7.68%	$2,496 gain missed
90 days afterFeb 2, 2026	Feb 2, 2026	$38.51	+22.2%	$7,220 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$29.65	−5.90%	$1,918 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.

Periodic Transaction Report · filed Oct 1, 2025 · Senate eFD

View original filing

Wabtec CorpWAB

Stock

Transaction date: Sep 23, 2025Filed 8 days later
Type: Sale
Amount (as reported): $15,001 - $50,000
Owner: Member

Disclosed 8 days after the trade. WAB closed at $194.51 on Sep 23, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 sold
Day after the tradeSep 24, 2025	Sep 24, 2025	$192.31	−1.13%	$368 loss avoided
Day of disclosureOct 1, 2025	Oct 1, 2025	$198.56	+2.08%	$677 gain missed
30 days afterOct 23, 2025	Oct 23, 2025	$196.95	+1.25%	$408 gain missed
90 days afterDec 22, 2025	Dec 22, 2025	$221.71	+14.0%	$4,545 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$283.43	+45.7%	$14,858 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.

Wabtec CorpWAB

Stock

Transaction date: Sep 23, 2025Filed 8 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 8 days after the trade. WAB closed at $194.51 on Sep 23, 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 tradeSep 24, 2025	Sep 24, 2025	$192.31	−1.13%	$90 loss avoided
Day of disclosureOct 1, 2025	Oct 1, 2025	$198.56	+2.08%	$167 gain missed
30 days afterOct 23, 2025	Oct 23, 2025	$196.95	+1.25%	$100 gain missed
90 days afterDec 22, 2025	Dec 22, 2025	$221.71	+14.0%	$1,119 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$283.43	+45.7%	$3,658 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 Oct 1, 2025 · Senate eFD

View original filing

Adobe Systems IncADBE

Stock

Transaction date: Sep 24, 2025Filed 7 days later
Type: Sale
Amount (as reported): $15,001 - $50,000
Owner: Joint

Disclosed 7 days after the trade. ADBE closed at $353.27 on Sep 24, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 sold
Day after the tradeSep 25, 2025	Sep 25, 2025	$354.16	+0.25%	$82 gain missed
Day of disclosureOct 1, 2025	Oct 1, 2025	$343.72	−2.70%	$879 loss avoided
30 days afterOct 24, 2025	Oct 24, 2025	$353.52	+0.07%	$23 gain missed
90 days afterDec 23, 2025	Dec 23, 2025	$352.42	−0.24%	$78 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$256.73	−27.3%	$8,882 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.

Unitedhealth Group IncUNH

Stock

Transaction date: Sep 24, 2025Filed 7 days later
Type: Purchase
Amount (as reported): $15,001 - $50,000
Owner: Joint

Disclosed 7 days after the trade. UNH closed at $351.81 on Sep 24, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeSep 25, 2025	Sep 25, 2025	$345.56	−1.78%	−$577 loss
Day of disclosureOct 1, 2025	Oct 1, 2025	$348.30	−1.00%	−$324 loss
30 days afterOct 24, 2025	Oct 24, 2025	$362.50	+3.04%	+$988 gain
90 days afterDec 23, 2025	Dec 23, 2025	$324.80	−7.68%	−$2,495 loss
Latest closeOct 20, 2026	Oct 20, 2026	$419.26	+19.2%	+$6,231 gain

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

Monolithic Power Systems, Inc. - Common StockMPWR

Stock

Transaction date: Feb 4, 2026Filed 26 days later
Type: Purchase
Amount (as reported): $15,001 - $50,000
Owner: Joint

Disclosed 26 days after the trade. MPWR closed at $1,136.83 on Feb 4, 2026; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeFeb 5, 2026	Feb 5, 2026	$1,155.99	+1.69%	+$548 gain
Day of disclosureMar 2, 2026	Mar 2, 2026	$1,142.58	+0.51%	+$164 gain
30 days afterMar 6, 2026	Mar 6, 2026	$1,023.16	−10.00%	−$3,250 loss
90 days afterMay 5, 2026	May 5, 2026	$1,588.12	+39.7%	+$12,902 gain
Latest closeOct 20, 2026	Oct 20, 2026	$1,248.74	+9.84%	+$3,199 gain

Estimates: filers report neither the price nor the 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

Stock

Transaction date: Feb 4, 2026Filed 26 days later
Type: Purchase
Amount (as reported): $15,001 - $50,000
Owner: Joint

Disclosed 26 days after the trade. MCK closed at $822.00 on Feb 4, 2026; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeFeb 5, 2026	Feb 5, 2026	$957.80	+16.5%	+$5,369 gain
Day of disclosureMar 2, 2026	Mar 2, 2026	$990.95	+20.6%	+$6,680 gain
30 days afterMar 6, 2026	Mar 6, 2026	$919.26	+11.8%	+$3,846 gain
90 days afterMay 5, 2026	May 5, 2026	$801.01	−2.55%	−$830 loss
Latest closeOct 20, 2026	Oct 20, 2026	$1,030.12	+25.3%	+$8,229 gain

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

Stride, Inc. Common StockLRN

Stock

Transaction date: Feb 4, 2026Filed 26 days later
Type: Purchase
Amount (as reported): $15,001 - $50,000
Owner: Joint

Disclosed 26 days after the trade. LRN closed at $86.45 on Feb 4, 2026; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeFeb 5, 2026	Feb 5, 2026	$86.43	−0.02%	−$8 loss
Day of disclosureMar 2, 2026	Mar 2, 2026	$85.98	−0.54%	−$177 loss
30 days afterMar 6, 2026	Mar 6, 2026	$86.83	+0.44%	+$143 gain
90 days afterMay 5, 2026	May 5, 2026	$93.76	+8.46%	+$2,748 gain
Latest closeOct 20, 2026	Oct 20, 2026	$78.95	−8.68%	−$2,820 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.

Iron Mountain Incorporated (Delaware)Common Stock REITIRM

Stock

Transaction date: Feb 4, 2026Filed 26 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 26 days after the trade. IRM closed at $90.07 on Feb 4, 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 tradeFeb 5, 2026	Feb 5, 2026	$88.95	−1.24%	$99 loss avoided
Day of disclosureMar 2, 2026	Mar 2, 2026	$110.33	+22.5%	$1,800 gain missed
30 days afterMar 6, 2026	Mar 6, 2026	$105.18	+16.8%	$1,342 gain missed
90 days afterMay 5, 2026	May 5, 2026	$131.70	+46.2%	$3,698 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$113.06	+25.5%	$2,042 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.

Goldman Sachs Group, Inc. (The) Common StockGS

Stock

Transaction date: Feb 4, 2026Filed 26 days later
Type: Sale
Amount (as reported): $15,001 - $50,000
Owner: Joint

Disclosed 26 days after the trade. GS closed at $913.30 on Feb 4, 2026; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 sold
Day after the tradeFeb 5, 2026	Feb 5, 2026	$890.41	−2.51%	$815 loss avoided
Day of disclosureMar 2, 2026	Mar 2, 2026	$861.70	−5.65%	$1,836 loss avoided
30 days afterMar 6, 2026	Mar 6, 2026	$821.42	−10.1%	$3,270 loss avoided
90 days afterMay 5, 2026	May 5, 2026	$918.89	+0.61%	$199 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$884.81	−3.12%	$1,014 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.

FirstCash Holdings, Inc. - Common StockFCFS

Stock

Transaction date: Feb 4, 2026Filed 26 days later
Type: Purchase
Amount (as reported): $15,001 - $50,000
Owner: Joint

Disclosed 26 days after the trade. FCFS closed at $171.92 on Feb 4, 2026; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeFeb 5, 2026	Feb 5, 2026	$177.65	+3.33%	+$1,083 gain
Day of disclosureMar 2, 2026	Mar 2, 2026	$197.09	+14.6%	+$4,758 gain
30 days afterMar 6, 2026	Mar 6, 2026	$190.31	+10.7%	+$3,477 gain
90 days afterMay 5, 2026	May 5, 2026	$224.72	+30.7%	+$9,982 gain
Latest closeOct 20, 2026	Oct 20, 2026	$214.78	+24.9%	+$8,103 gain

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

Dell Technologies Inc. Class C Common StockDELL

Stock

Transaction date: Feb 4, 2026Filed 26 days later
Type: Sale
Amount (as reported): $15,001 - $50,000
Owner: Joint

Disclosed 26 days after the trade. DELL closed at $122.04 on Feb 4, 2026; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 sold
Day after the tradeFeb 5, 2026	Feb 5, 2026	$115.39	−5.45%	$1,771 loss avoided
Day of disclosureMar 2, 2026	Mar 2, 2026	$153.55	+25.8%	$8,392 gain missed
30 days afterMar 6, 2026	Mar 6, 2026	$146.48	+20.0%	$6,509 gain missed
90 days afterMay 5, 2026	May 5, 2026	$216.32	+77.3%	$25,108 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$461.56	+278.2%	$90,419 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.

Carpenter Technology Corporation Common StockCRS

Stock

Transaction date: Feb 4, 2026Filed 26 days later
Type: Purchase
Amount (as reported): $15,001 - $50,000
Owner: Joint

Disclosed 26 days after the trade. CRS closed at $334.19 on Feb 4, 2026; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeFeb 5, 2026	Feb 5, 2026	$348.65	+4.33%	+$1,406 gain
Day of disclosureMar 2, 2026	Mar 2, 2026	$408.50	+22.2%	+$7,227 gain
30 days afterMar 6, 2026	Mar 6, 2026	$387.11	+15.8%	+$5,147 gain
90 days afterMay 5, 2026	May 5, 2026	$444.99	+33.2%	+$10,776 gain
Latest closeOct 20, 2026	Oct 20, 2026	$372.53	+11.5%	+$3,729 gain

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

Credo Technology Group Holding Ltd - Ordinary SharesCRDO

Stock

Transaction date: Feb 4, 2026Filed 26 days later
Type: Sale
Amount (as reported): $15,001 - $50,000
Owner: Joint

Disclosed 26 days after the trade. CRDO closed at $96.95 on Feb 4, 2026; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 sold
Day after the tradeFeb 5, 2026	Feb 5, 2026	$98.06	+1.14%	$372 gain missed
Day of disclosureMar 2, 2026	Mar 2, 2026	$114.22	+17.8%	$5,790 gain missed
30 days afterMar 6, 2026	Mar 6, 2026	$109.83	+13.3%	$4,318 gain missed
90 days afterMay 5, 2026	May 5, 2026	$193.57	+99.7%	$32,390 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$171.51	+76.9%	$24,995 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.

Coherent Corp. Common StockCOHR

Stock

Transaction date: Feb 4, 2026Filed 26 days later
Type: Sale
Amount (as reported): $15,001 - $50,000
Owner: Joint

Disclosed 26 days after the trade. COHR closed at $211.00 on Feb 4, 2026; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 sold
Day after the tradeFeb 5, 2026	Feb 5, 2026	$209.24	−0.83%	$271 loss avoided
Day of disclosureMar 2, 2026	Mar 2, 2026	$298.91	+41.7%	$13,541 gain missed
30 days afterMar 6, 2026	Mar 6, 2026	$235.72	+11.7%	$3,808 gain missed
90 days afterMay 5, 2026	May 5, 2026	$335.73	+59.1%	$19,213 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$231.80	+9.86%	$3,204 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.

Citigroup, Inc. Common StockC

Stock

Transaction date: Feb 4, 2026Filed 26 days later
Type: Purchase
Amount (as reported): $15,001 - $50,000
Owner: Joint

Disclosed 26 days after the trade. C closed at $117.43 on Feb 4, 2026; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeFeb 5, 2026	Feb 5, 2026	$115.74	−1.44%	−$468 loss
Day of disclosureMar 2, 2026	Mar 2, 2026	$111.45	−5.09%	−$1,655 loss
30 days afterMar 6, 2026	Mar 6, 2026	$106.53	−9.28%	−$3,017 loss
90 days afterMay 5, 2026	May 5, 2026	$128.01	+9.01%	+$2,928 gain
Latest closeOct 20, 2026	Oct 20, 2026	$122.51	+4.33%	+$1,406 gain

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

APi Group Corporation Common StockAPG

Stock

Transaction date: Feb 4, 2026Filed 26 days later
Type: Purchase
Amount (as reported): $15,001 - $50,000
Owner: Joint

Disclosed 26 days after the trade. APG closed at $42.18 on Feb 4, 2026; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeFeb 5, 2026	Feb 5, 2026	$42.98	+1.90%	+$616 gain
Day of disclosureMar 2, 2026	Mar 2, 2026	$44.58	+5.69%	+$1,849 gain
30 days afterMar 6, 2026	Mar 6, 2026	$41.87	−0.73%	−$239 loss
90 days afterMay 5, 2026	May 5, 2026	$45.59	+8.08%	+$2,628 gain
Latest closeOct 20, 2026	Oct 20, 2026	$39.99	−5.19%	−$1,687 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.

Amkor Technology, Inc. - Common StockAMKR

Stock

Transaction date: Feb 4, 2026Filed 26 days later
Type: Purchase
Amount (as reported): $15,001 - $50,000
Owner: Joint

Disclosed 26 days after the trade. AMKR closed at $43.87 on Feb 4, 2026; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeFeb 5, 2026	Feb 5, 2026	$44.27	+0.91%	+$296 gain
Day of disclosureMar 2, 2026	Mar 2, 2026	$47.81	+8.98%	+$2,919 gain
30 days afterMar 6, 2026	Mar 6, 2026	$41.61	−5.15%	−$1,674 loss
90 days afterMay 5, 2026	May 5, 2026	$76.71	+74.9%	+$24,329 gain
Latest closeOct 20, 2026	Oct 20, 2026	$41.70	−4.95%	−$1,608 loss

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

Applied Industrial Technologies, Inc. Common StockAIT

Stock

Transaction date: Feb 4, 2026Filed 26 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 26 days after the trade. AIT closed at $289.94 on Feb 4, 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 tradeFeb 5, 2026	Feb 5, 2026	$287.03	−1.00%	$80 loss avoided
Day of disclosureMar 2, 2026	Mar 2, 2026	$283.54	−2.21%	$177 loss avoided
30 days afterMar 6, 2026	Mar 6, 2026	$267.78	−7.64%	$612 loss avoided
90 days afterMay 5, 2026	May 5, 2026	$305.48	+5.36%	$429 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$330.80	+14.1%	$1,128 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.

Adobe Inc. - Common StockADBE

Stock

Transaction date: Feb 4, 2026Filed 26 days later
Type: Purchase
Amount (as reported): $15,001 - $50,000
Owner: Joint

Disclosed 26 days after the trade. ADBE closed at $279.71 on Feb 4, 2026; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeFeb 5, 2026	Feb 5, 2026	$269.39	−3.69%	−$1,199 loss
Day of disclosureMar 2, 2026	Mar 2, 2026	$260.88	−6.73%	−$2,188 loss
30 days afterMar 6, 2026	Mar 6, 2026	$283.62	+1.40%	+$454 gain
90 days afterMay 5, 2026	May 5, 2026	$255.62	−8.61%	−$2,799 loss
Latest closeOct 20, 2026	Oct 20, 2026	$256.73	−8.22%	−$2,670 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)

Prices

Feb 4, 2026Filed 26 days later

Joint

VSE Corporation - Common StockVSECStock

Purchase

$15,001 - $50,000

Disclosed 26 days after the trade. VSEC closed at $193.61 on Feb 4, 2026; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeFeb 5, 2026	Feb 5, 2026	$189.51	−2.12%	−$688 loss
Day of disclosureMar 2, 2026	Mar 2, 2026	$221.95	+14.6%	+$4,757 gain
30 days afterMar 6, 2026	Mar 6, 2026	$209.39	+8.15%	+$2,649 gain
90 days afterMay 5, 2026	May 5, 2026	$177.43	−8.36%	−$2,716 loss
Latest closeOct 20, 2026	Oct 20, 2026	$156.52	−19.2%	−$6,226 loss

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

Feb 4, 2026Filed 26 days later

Joint

MasTec, Inc. Common StockMTZStock

Sale

$15,001 - $50,000

Disclosed 26 days after the trade. MTZ closed at $235.44 on Feb 4, 2026; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 sold
Day after the tradeFeb 5, 2026	Feb 5, 2026	$244.86	+4.00%	$1,300 gain missed
Day of disclosureMar 2, 2026	Mar 2, 2026	$304.53	+29.3%	$9,537 gain missed
30 days afterMar 6, 2026	Mar 6, 2026	$285.61	+21.3%	$6,926 gain missed
90 days afterMay 5, 2026	May 5, 2026	$437.51	+85.8%	$27,894 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$187.34	−20.4%	$6,640 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.

Feb 4, 2026Filed 26 days later

Joint

Monolithic Power Systems, Inc. - Common StockMPWRStock

Purchase

$15,001 - $50,000

Disclosed 26 days after the trade. MPWR closed at $1,136.83 on Feb 4, 2026; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeFeb 5, 2026	Feb 5, 2026	$1,155.99	+1.69%	+$548 gain
Day of disclosureMar 2, 2026	Mar 2, 2026	$1,142.58	+0.51%	+$164 gain
30 days afterMar 6, 2026	Mar 6, 2026	$1,023.16	−10.00%	−$3,250 loss
90 days afterMay 5, 2026	May 5, 2026	$1,588.12	+39.7%	+$12,902 gain
Latest closeOct 20, 2026	Oct 20, 2026	$1,248.74	+9.84%	+$3,199 gain

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

Feb 4, 2026Filed 26 days later

Joint

McKesson Corporation Common StockMCKStock

Purchase

$15,001 - $50,000

Disclosed 26 days after the trade. MCK closed at $822.00 on Feb 4, 2026; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeFeb 5, 2026	Feb 5, 2026	$957.80	+16.5%	+$5,369 gain
Day of disclosureMar 2, 2026	Mar 2, 2026	$990.95	+20.6%	+$6,680 gain
30 days afterMar 6, 2026	Mar 6, 2026	$919.26	+11.8%	+$3,846 gain
90 days afterMay 5, 2026	May 5, 2026	$801.01	−2.55%	−$830 loss
Latest closeOct 20, 2026	Oct 20, 2026	$1,030.12	+25.3%	+$8,229 gain

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

Feb 4, 2026Filed 26 days later

Joint

Stride, Inc. Common StockLRNStock

Purchase

$15,001 - $50,000

Disclosed 26 days after the trade. LRN closed at $86.45 on Feb 4, 2026; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeFeb 5, 2026	Feb 5, 2026	$86.43	−0.02%	−$8 loss
Day of disclosureMar 2, 2026	Mar 2, 2026	$85.98	−0.54%	−$177 loss
30 days afterMar 6, 2026	Mar 6, 2026	$86.83	+0.44%	+$143 gain
90 days afterMay 5, 2026	May 5, 2026	$93.76	+8.46%	+$2,748 gain
Latest closeOct 20, 2026	Oct 20, 2026	$78.95	−8.68%	−$2,820 loss

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

Feb 4, 2026Filed 26 days later

Joint

Iron Mountain Incorporated (Delaware)Common Stock REITIRMStock

Sale

$1,001 - $15,000

Disclosed 26 days after the trade. IRM closed at $90.07 on Feb 4, 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 tradeFeb 5, 2026	Feb 5, 2026	$88.95	−1.24%	$99 loss avoided
Day of disclosureMar 2, 2026	Mar 2, 2026	$110.33	+22.5%	$1,800 gain missed
30 days afterMar 6, 2026	Mar 6, 2026	$105.18	+16.8%	$1,342 gain missed
90 days afterMay 5, 2026	May 5, 2026	$131.70	+46.2%	$3,698 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$113.06	+25.5%	$2,042 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.

Feb 4, 2026Filed 26 days later

Joint

Goldman Sachs Group, Inc. (The) Common StockGSStock

Sale

$15,001 - $50,000

Disclosed 26 days after the trade. GS closed at $913.30 on Feb 4, 2026; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 sold
Day after the tradeFeb 5, 2026	Feb 5, 2026	$890.41	−2.51%	$815 loss avoided
Day of disclosureMar 2, 2026	Mar 2, 2026	$861.70	−5.65%	$1,836 loss avoided
30 days afterMar 6, 2026	Mar 6, 2026	$821.42	−10.1%	$3,270 loss avoided
90 days afterMay 5, 2026	May 5, 2026	$918.89	+0.61%	$199 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$884.81	−3.12%	$1,014 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.

Feb 4, 2026Filed 26 days later

Joint

FirstCash Holdings, Inc. - Common StockFCFSStock

Purchase

$15,001 - $50,000

Disclosed 26 days after the trade. FCFS closed at $171.92 on Feb 4, 2026; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeFeb 5, 2026	Feb 5, 2026	$177.65	+3.33%	+$1,083 gain
Day of disclosureMar 2, 2026	Mar 2, 2026	$197.09	+14.6%	+$4,758 gain
30 days afterMar 6, 2026	Mar 6, 2026	$190.31	+10.7%	+$3,477 gain
90 days afterMay 5, 2026	May 5, 2026	$224.72	+30.7%	+$9,982 gain
Latest closeOct 20, 2026	Oct 20, 2026	$214.78	+24.9%	+$8,103 gain

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

Feb 4, 2026Filed 26 days later

Joint

Dell Technologies Inc. Class C Common StockDELLStock

Sale

$15,001 - $50,000

Disclosed 26 days after the trade. DELL closed at $122.04 on Feb 4, 2026; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 sold
Day after the tradeFeb 5, 2026	Feb 5, 2026	$115.39	−5.45%	$1,771 loss avoided
Day of disclosureMar 2, 2026	Mar 2, 2026	$153.55	+25.8%	$8,392 gain missed
30 days afterMar 6, 2026	Mar 6, 2026	$146.48	+20.0%	$6,509 gain missed
90 days afterMay 5, 2026	May 5, 2026	$216.32	+77.3%	$25,108 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$461.56	+278.2%	$90,419 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.

Feb 4, 2026Filed 26 days later

Joint

Carpenter Technology Corporation Common StockCRSStock

Purchase

$15,001 - $50,000

Disclosed 26 days after the trade. CRS closed at $334.19 on Feb 4, 2026; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeFeb 5, 2026	Feb 5, 2026	$348.65	+4.33%	+$1,406 gain
Day of disclosureMar 2, 2026	Mar 2, 2026	$408.50	+22.2%	+$7,227 gain
30 days afterMar 6, 2026	Mar 6, 2026	$387.11	+15.8%	+$5,147 gain
90 days afterMay 5, 2026	May 5, 2026	$444.99	+33.2%	+$10,776 gain
Latest closeOct 20, 2026	Oct 20, 2026	$372.53	+11.5%	+$3,729 gain

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

Feb 4, 2026Filed 26 days later

Joint

Credo Technology Group Holding Ltd - Ordinary SharesCRDOStock

Sale

$15,001 - $50,000

Disclosed 26 days after the trade. CRDO closed at $96.95 on Feb 4, 2026; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 sold
Day after the tradeFeb 5, 2026	Feb 5, 2026	$98.06	+1.14%	$372 gain missed
Day of disclosureMar 2, 2026	Mar 2, 2026	$114.22	+17.8%	$5,790 gain missed
30 days afterMar 6, 2026	Mar 6, 2026	$109.83	+13.3%	$4,318 gain missed
90 days afterMay 5, 2026	May 5, 2026	$193.57	+99.7%	$32,390 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$171.51	+76.9%	$24,995 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.

Feb 4, 2026Filed 26 days later

Joint

Coherent Corp. Common StockCOHRStock

Sale

$15,001 - $50,000

Disclosed 26 days after the trade. COHR closed at $211.00 on Feb 4, 2026; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 sold
Day after the tradeFeb 5, 2026	Feb 5, 2026	$209.24	−0.83%	$271 loss avoided
Day of disclosureMar 2, 2026	Mar 2, 2026	$298.91	+41.7%	$13,541 gain missed
30 days afterMar 6, 2026	Mar 6, 2026	$235.72	+11.7%	$3,808 gain missed
90 days afterMay 5, 2026	May 5, 2026	$335.73	+59.1%	$19,213 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$231.80	+9.86%	$3,204 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.

Feb 4, 2026Filed 26 days later

Joint

Citigroup, Inc. Common StockCStock

Purchase

$15,001 - $50,000

Disclosed 26 days after the trade. C closed at $117.43 on Feb 4, 2026; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeFeb 5, 2026	Feb 5, 2026	$115.74	−1.44%	−$468 loss
Day of disclosureMar 2, 2026	Mar 2, 2026	$111.45	−5.09%	−$1,655 loss
30 days afterMar 6, 2026	Mar 6, 2026	$106.53	−9.28%	−$3,017 loss
90 days afterMay 5, 2026	May 5, 2026	$128.01	+9.01%	+$2,928 gain
Latest closeOct 20, 2026	Oct 20, 2026	$122.51	+4.33%	+$1,406 gain

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

Feb 4, 2026Filed 26 days later

Joint

APi Group Corporation Common StockAPGStock

Purchase

$15,001 - $50,000

Disclosed 26 days after the trade. APG closed at $42.18 on Feb 4, 2026; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeFeb 5, 2026	Feb 5, 2026	$42.98	+1.90%	+$616 gain
Day of disclosureMar 2, 2026	Mar 2, 2026	$44.58	+5.69%	+$1,849 gain
30 days afterMar 6, 2026	Mar 6, 2026	$41.87	−0.73%	−$239 loss
90 days afterMay 5, 2026	May 5, 2026	$45.59	+8.08%	+$2,628 gain
Latest closeOct 20, 2026	Oct 20, 2026	$39.99	−5.19%	−$1,687 loss

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

Feb 4, 2026Filed 26 days later

Joint

Amkor Technology, Inc. - Common StockAMKRStock

Purchase

$15,001 - $50,000

Disclosed 26 days after the trade. AMKR closed at $43.87 on Feb 4, 2026; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeFeb 5, 2026	Feb 5, 2026	$44.27	+0.91%	+$296 gain
Day of disclosureMar 2, 2026	Mar 2, 2026	$47.81	+8.98%	+$2,919 gain
30 days afterMar 6, 2026	Mar 6, 2026	$41.61	−5.15%	−$1,674 loss
90 days afterMay 5, 2026	May 5, 2026	$76.71	+74.9%	+$24,329 gain
Latest closeOct 20, 2026	Oct 20, 2026	$41.70	−4.95%	−$1,608 loss

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

Feb 4, 2026Filed 26 days later

Joint

Applied Industrial Technologies, Inc. Common StockAITStock

Sale

$1,001 - $15,000

Disclosed 26 days after the trade. AIT closed at $289.94 on Feb 4, 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 tradeFeb 5, 2026	Feb 5, 2026	$287.03	−1.00%	$80 loss avoided
Day of disclosureMar 2, 2026	Mar 2, 2026	$283.54	−2.21%	$177 loss avoided
30 days afterMar 6, 2026	Mar 6, 2026	$267.78	−7.64%	$612 loss avoided
90 days afterMay 5, 2026	May 5, 2026	$305.48	+5.36%	$429 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$330.80	+14.1%	$1,128 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.

Feb 4, 2026Filed 26 days later

Joint

Adobe Inc. - Common StockADBEStock

Purchase

$15,001 - $50,000

Disclosed 26 days after the trade. ADBE closed at $279.71 on Feb 4, 2026; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeFeb 5, 2026	Feb 5, 2026	$269.39	−3.69%	−$1,199 loss
Day of disclosureMar 2, 2026	Mar 2, 2026	$260.88	−6.73%	−$2,188 loss
30 days afterMar 6, 2026	Mar 6, 2026	$283.62	+1.40%	+$454 gain
90 days afterMay 5, 2026	May 5, 2026	$255.62	−8.61%	−$2,799 loss
Latest closeOct 20, 2026	Oct 20, 2026	$256.73	−8.22%	−$2,670 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.

VSE Corporation - Common StockVSEC

Stock

Transaction date: Jan 5, 2026Filed 30 days later
Type: Purchase
Amount (as reported): $15,001 - $50,000
Owner: Spouse

Disclosed 30 days after the trade. VSEC closed at $197.80 on Jan 5, 2026; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeJan 6, 2026	Jan 6, 2026	$201.20	+1.72%	+$559 gain
Day of disclosureFeb 4, 2026	Feb 4, 2026	$193.61	−2.12%	−$688 loss
30 days afterFeb 4, 2026	Feb 4, 2026	$193.61	−2.12%	−$688 loss
90 days afterApr 6, 2026	Apr 6, 2026	$190.79	−3.54%	−$1,152 loss
Latest closeOct 20, 2026	Oct 20, 2026	$156.52	−20.9%	−$6,783 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.

Monolithic Power Systems, Inc. - Common StockMPWR

Stock

Transaction date: Jan 5, 2026Filed 30 days later
Type: Purchase
Amount (as reported): $15,001 - $50,000
Owner: Spouse

Disclosed 30 days after the trade. MPWR closed at $955.03 on Jan 5, 2026; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeJan 6, 2026	Jan 6, 2026	$1,005.38	+5.27%	+$1,713 gain
Day of disclosureFeb 4, 2026	Feb 4, 2026	$1,136.83	+19.0%	+$6,187 gain
30 days afterFeb 4, 2026	Feb 4, 2026	$1,136.83	+19.0%	+$6,187 gain
90 days afterApr 6, 2026	Apr 6, 2026	$1,180.03	+23.6%	+$7,657 gain
Latest closeOct 20, 2026	Oct 20, 2026	$1,248.74	+30.8%	+$9,995 gain

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

McKesson Corporation Common StockMCK

Stock

Transaction date: Jan 5, 2026Filed 30 days later
Type: Purchase
Amount (as reported): $15,001 - $50,000
Owner: Spouse

Disclosed 30 days after the trade. MCK closed at $824.92 on Jan 5, 2026; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeJan 6, 2026	Jan 6, 2026	$826.51	+0.19%	+$63 gain
Day of disclosureFeb 4, 2026	Feb 4, 2026	$822.00	−0.35%	−$115 loss
30 days afterFeb 4, 2026	Feb 4, 2026	$822.00	−0.35%	−$115 loss
90 days afterApr 6, 2026	Apr 6, 2026	$856.77	+3.86%	+$1,255 gain
Latest closeOct 20, 2026	Oct 20, 2026	$1,030.12	+24.9%	+$8,085 gain

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

Stride, Inc. Common StockLRN

Stock

Transaction date: Jan 5, 2026Filed 30 days later
Type: Purchase
Amount (as reported): $15,001 - $50,000
Owner: Spouse

Disclosed 30 days after the trade. LRN closed at $67.60 on Jan 5, 2026; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeJan 6, 2026	Jan 6, 2026	$68.34	+1.09%	+$356 gain
Day of disclosureFeb 4, 2026	Feb 4, 2026	$86.45	+27.9%	+$9,063 gain
30 days afterFeb 4, 2026	Feb 4, 2026	$86.45	+27.9%	+$9,063 gain
90 days afterApr 6, 2026	Apr 6, 2026	$89.39	+32.2%	+$10,476 gain
Latest closeOct 20, 2026	Oct 20, 2026	$78.95	+16.8%	+$5,457 gain

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

FirstCash Holdings, Inc. - Common StockFCFS

Stock

Transaction date: Jan 5, 2026Filed 30 days later
Type: Purchase
Amount (as reported): $15,001 - $50,000
Owner: Spouse

Disclosed 30 days after the trade. FCFS closed at $163.02 on Jan 5, 2026; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeJan 6, 2026	Jan 6, 2026	$163.11	+0.06%	+$18 gain
Day of disclosureFeb 4, 2026	Feb 4, 2026	$171.92	+5.46%	+$1,774 gain
30 days afterFeb 4, 2026	Feb 4, 2026	$171.92	+5.46%	+$1,774 gain
90 days afterApr 6, 2026	Apr 6, 2026	$190.39	+16.8%	+$5,457 gain
Latest closeOct 20, 2026	Oct 20, 2026	$214.78	+31.8%	+$10,319 gain

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

Carpenter Technology Corporation Common StockCRS

Stock

Transaction date: Jan 5, 2026Filed 30 days later
Type: Purchase
Amount (as reported): $15,001 - $50,000
Owner: Spouse

Disclosed 30 days after the trade. CRS closed at $340.54 on Jan 5, 2026; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeJan 6, 2026	Jan 6, 2026	$335.67	−1.43%	−$465 loss
Day of disclosureFeb 4, 2026	Feb 4, 2026	$334.19	−1.86%	−$606 loss
30 days afterFeb 4, 2026	Feb 4, 2026	$334.19	−1.86%	−$606 loss
90 days afterApr 6, 2026	Apr 6, 2026	$394.82	+15.9%	+$5,180 gain
Latest closeOct 20, 2026	Oct 20, 2026	$372.53	+9.39%	+$3,053 gain

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

Citigroup IncC

Stock

Transaction date: Jan 5, 2026Filed 30 days later
Type: Purchase
Amount (as reported): $15,001 - $50,000
Owner: Spouse

Disclosed 30 days after the trade. C closed at $123.30 on Jan 5, 2026; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeJan 6, 2026	Jan 6, 2026	$122.50	−0.65%	−$211 loss
Day of disclosureFeb 4, 2026	Feb 4, 2026	$117.43	−4.76%	−$1,547 loss
30 days afterFeb 4, 2026	Feb 4, 2026	$117.43	−4.76%	−$1,547 loss
90 days afterApr 6, 2026	Apr 6, 2026	$117.36	−4.82%	−$1,566 loss
Latest closeOct 20, 2026	Oct 20, 2026	$122.51	−0.64%	−$208 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.

APi Group Corporation Common StockAPG

Stock

Transaction date: Jan 5, 2026Filed 30 days later
Type: Purchase
Amount (as reported): $15,001 - $50,000
Owner: Spouse

Disclosed 30 days after the trade. APG closed at $40.36 on Jan 5, 2026; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeJan 6, 2026	Jan 6, 2026	$41.18	+2.03%	+$660 gain
Day of disclosureFeb 4, 2026	Feb 4, 2026	$42.18	+4.51%	+$1,466 gain
30 days afterFeb 4, 2026	Feb 4, 2026	$42.18	+4.51%	+$1,466 gain
90 days afterApr 6, 2026	Apr 6, 2026	$42.21	+4.58%	+$1,490 gain
Latest closeOct 20, 2026	Oct 20, 2026	$39.99	−0.92%	−$298 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.

Amkor Technology, Inc. - Common StockAMKR

Stock

Transaction date: Jan 5, 2026Filed 30 days later
Type: Purchase
Amount (as reported): $15,001 - $50,000
Owner: Spouse

Disclosed 30 days after the trade. AMKR closed at $48.13 on Jan 5, 2026; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeJan 6, 2026	Jan 6, 2026	$51.29	+6.57%	+$2,134 gain
Day of disclosureFeb 4, 2026	Feb 4, 2026	$43.87	−8.85%	−$2,877 loss
30 days afterFeb 4, 2026	Feb 4, 2026	$43.87	−8.85%	−$2,877 loss
90 days afterApr 6, 2026	Apr 6, 2026	$47.03	−2.29%	−$743 loss
Latest closeOct 20, 2026	Oct 20, 2026	$41.70	−13.4%	−$4,342 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.

Adobe Inc. - Common StockADBE

Stock

Transaction date: Jan 5, 2026Filed 30 days later
Type: Purchase
Amount (as reported): $15,001 - $50,000
Owner: Spouse

Disclosed 30 days after the trade. ADBE closed at $331.56 on Jan 5, 2026; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeJan 6, 2026	Jan 6, 2026	$335.99	+1.34%	+$434 gain
Day of disclosureFeb 4, 2026	Feb 4, 2026	$279.71	−15.6%	−$5,083 loss
30 days afterFeb 4, 2026	Feb 4, 2026	$279.71	−15.6%	−$5,083 loss
90 days afterApr 6, 2026	Apr 6, 2026	$244.36	−26.3%	−$8,548 loss
Latest closeOct 20, 2026	Oct 20, 2026	$256.73	−22.6%	−$7,335 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.

VSE Corporation - Common StockVSEC

Stock

Transaction date: Jan 5, 2026Filed 30 days later
Type: Purchase
Amount (as reported): $15,001 - $50,000
Owner: Member

Disclosed 30 days after the trade. VSEC closed at $197.80 on Jan 5, 2026; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeJan 6, 2026	Jan 6, 2026	$201.20	+1.72%	+$559 gain
Day of disclosureFeb 4, 2026	Feb 4, 2026	$193.61	−2.12%	−$688 loss
30 days afterFeb 4, 2026	Feb 4, 2026	$193.61	−2.12%	−$688 loss
90 days afterApr 6, 2026	Apr 6, 2026	$190.79	−3.54%	−$1,152 loss
Latest closeOct 20, 2026	Oct 20, 2026	$156.52	−20.9%	−$6,783 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.

Monolithic Power Systems, Inc. - Common StockMPWR

Stock

Transaction date: Jan 5, 2026Filed 30 days later
Type: Purchase
Amount (as reported): $15,001 - $50,000
Owner: Member

Disclosed 30 days after the trade. MPWR closed at $955.03 on Jan 5, 2026; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeJan 6, 2026	Jan 6, 2026	$1,005.38	+5.27%	+$1,713 gain
Day of disclosureFeb 4, 2026	Feb 4, 2026	$1,136.83	+19.0%	+$6,187 gain
30 days afterFeb 4, 2026	Feb 4, 2026	$1,136.83	+19.0%	+$6,187 gain
90 days afterApr 6, 2026	Apr 6, 2026	$1,180.03	+23.6%	+$7,657 gain
Latest closeOct 20, 2026	Oct 20, 2026	$1,248.74	+30.8%	+$9,995 gain

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

McKesson Corporation Common StockMCK

Stock

Transaction date: Jan 5, 2026Filed 30 days later
Type: Purchase
Amount (as reported): $15,001 - $50,000
Owner: Member

Disclosed 30 days after the trade. MCK closed at $824.92 on Jan 5, 2026; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeJan 6, 2026	Jan 6, 2026	$826.51	+0.19%	+$63 gain
Day of disclosureFeb 4, 2026	Feb 4, 2026	$822.00	−0.35%	−$115 loss
30 days afterFeb 4, 2026	Feb 4, 2026	$822.00	−0.35%	−$115 loss
90 days afterApr 6, 2026	Apr 6, 2026	$856.77	+3.86%	+$1,255 gain
Latest closeOct 20, 2026	Oct 20, 2026	$1,030.12	+24.9%	+$8,085 gain

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

Stride, Inc. Common StockLRN

Stock

Transaction date: Jan 5, 2026Filed 30 days later
Type: Purchase
Amount (as reported): $15,001 - $50,000
Owner: Member

Disclosed 30 days after the trade. LRN closed at $67.60 on Jan 5, 2026; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeJan 6, 2026	Jan 6, 2026	$68.34	+1.09%	+$356 gain
Day of disclosureFeb 4, 2026	Feb 4, 2026	$86.45	+27.9%	+$9,063 gain
30 days afterFeb 4, 2026	Feb 4, 2026	$86.45	+27.9%	+$9,063 gain
90 days afterApr 6, 2026	Apr 6, 2026	$89.39	+32.2%	+$10,476 gain
Latest closeOct 20, 2026	Oct 20, 2026	$78.95	+16.8%	+$5,457 gain

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

FirstCash Holdings, Inc. - Common StockFCFS

Stock

Transaction date: Jan 5, 2026Filed 30 days later
Type: Purchase
Amount (as reported): $15,001 - $50,000
Owner: Member

Disclosed 30 days after the trade. FCFS closed at $163.02 on Jan 5, 2026; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeJan 6, 2026	Jan 6, 2026	$163.11	+0.06%	+$18 gain
Day of disclosureFeb 4, 2026	Feb 4, 2026	$171.92	+5.46%	+$1,774 gain
30 days afterFeb 4, 2026	Feb 4, 2026	$171.92	+5.46%	+$1,774 gain
90 days afterApr 6, 2026	Apr 6, 2026	$190.39	+16.8%	+$5,457 gain
Latest closeOct 20, 2026	Oct 20, 2026	$214.78	+31.8%	+$10,319 gain

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

Carpenter Technology Corporation Common StockCRS

Stock

Transaction date: Jan 5, 2026Filed 30 days later
Type: Purchase
Amount (as reported): $15,001 - $50,000
Owner: Member

Disclosed 30 days after the trade. CRS closed at $340.54 on Jan 5, 2026; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeJan 6, 2026	Jan 6, 2026	$335.67	−1.43%	−$465 loss
Day of disclosureFeb 4, 2026	Feb 4, 2026	$334.19	−1.86%	−$606 loss
30 days afterFeb 4, 2026	Feb 4, 2026	$334.19	−1.86%	−$606 loss
90 days afterApr 6, 2026	Apr 6, 2026	$394.82	+15.9%	+$5,180 gain
Latest closeOct 20, 2026	Oct 20, 2026	$372.53	+9.39%	+$3,053 gain

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

Citigroup IncC

Stock

Transaction date: Jan 5, 2026Filed 30 days later
Type: Purchase
Amount (as reported): $15,001 - $50,000
Owner: Member

Disclosed 30 days after the trade. C closed at $123.30 on Jan 5, 2026; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeJan 6, 2026	Jan 6, 2026	$122.50	−0.65%	−$211 loss
Day of disclosureFeb 4, 2026	Feb 4, 2026	$117.43	−4.76%	−$1,547 loss
30 days afterFeb 4, 2026	Feb 4, 2026	$117.43	−4.76%	−$1,547 loss
90 days afterApr 6, 2026	Apr 6, 2026	$117.36	−4.82%	−$1,566 loss
Latest closeOct 20, 2026	Oct 20, 2026	$122.51	−0.64%	−$208 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.

APi Group Corporation Common StockAPG

Stock

Transaction date: Jan 5, 2026Filed 30 days later
Type: Purchase
Amount (as reported): $15,001 - $50,000
Owner: Member

Disclosed 30 days after the trade. APG closed at $40.36 on Jan 5, 2026; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeJan 6, 2026	Jan 6, 2026	$41.18	+2.03%	+$660 gain
Day of disclosureFeb 4, 2026	Feb 4, 2026	$42.18	+4.51%	+$1,466 gain
30 days afterFeb 4, 2026	Feb 4, 2026	$42.18	+4.51%	+$1,466 gain
90 days afterApr 6, 2026	Apr 6, 2026	$42.21	+4.58%	+$1,490 gain
Latest closeOct 20, 2026	Oct 20, 2026	$39.99	−0.92%	−$298 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.

Amkor Technology, Inc. - Common StockAMKR

Stock

Transaction date: Jan 5, 2026Filed 30 days later
Type: Purchase
Amount (as reported): $15,001 - $50,000
Owner: Member

Disclosed 30 days after the trade. AMKR closed at $48.13 on Jan 5, 2026; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeJan 6, 2026	Jan 6, 2026	$51.29	+6.57%	+$2,134 gain
Day of disclosureFeb 4, 2026	Feb 4, 2026	$43.87	−8.85%	−$2,877 loss
30 days afterFeb 4, 2026	Feb 4, 2026	$43.87	−8.85%	−$2,877 loss
90 days afterApr 6, 2026	Apr 6, 2026	$47.03	−2.29%	−$743 loss
Latest closeOct 20, 2026	Oct 20, 2026	$41.70	−13.4%	−$4,342 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.

Adobe Inc. - Common StockADBE

Stock

Transaction date: Jan 5, 2026Filed 30 days later
Type: Purchase
Amount (as reported): $15,001 - $50,000
Owner: Member

Disclosed 30 days after the trade. ADBE closed at $331.56 on Jan 5, 2026; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeJan 6, 2026	Jan 6, 2026	$335.99	+1.34%	+$434 gain
Day of disclosureFeb 4, 2026	Feb 4, 2026	$279.71	−15.6%	−$5,083 loss
30 days afterFeb 4, 2026	Feb 4, 2026	$279.71	−15.6%	−$5,083 loss
90 days afterApr 6, 2026	Apr 6, 2026	$244.36	−26.3%	−$8,548 loss
Latest closeOct 20, 2026	Oct 20, 2026	$256.73	−22.6%	−$7,335 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)

Prices

Jan 20, 2026Filed 15 days later

Joint

KENTUCKY ST PPTY & BLDGS COMMN REVS BDSMunicipal SecurityRate/Coupon: 5.0% Matures: 11/01/27

Partial sale

$50,001 - $100,000

No ticker reported

Jan 20, 2026Filed 15 days later

Joint

NEVADA ST LTD TAX GO CAP IMPT BDSMunicipal SecurityRate/Coupon: 5.0% Matures: 05/01/38

Partial sale

$1,001 - $15,000

No ticker reported

Jan 20, 2026Filed 15 days later

Joint

ALAMOGORDO N MEX MUN SCH DIST NO 001 GO BDSMunicipal SecurityRate/Coupon: 5.0% Matures: 08/01/27

Partial sale

$15,001 - $50,000

No ticker reported

Jan 20, 2026Filed 15 days later

Joint

CORSICANA TEX COMBINATION TAX AND REV CTFS OBLIGMunicipal SecurityRate/Coupon: 4.0% Matures: 02/15/42

Partial sale

$15,001 - $50,000

No ticker reported

Jan 20, 2026Filed 15 days later

Joint

AUSTIN TEX CTFS OBLIGMunicipal SecurityRate/Coupon: 5.0% Matures: 09/01/38

Partial sale

$1,001 - $15,000

No ticker reported

Jan 20, 2026Filed 15 days later

Joint

METROPOLITAN TRANSN AUTH N Y DEDICATED TAX FD GREEN FD BDSMunicipal SecurityRate/Coupon: 5.0% Matures: 11/15/36

Partial sale

$15,001 - $50,000

No ticker reported

Jan 20, 2026Filed 15 days later

Joint

WEST PALM BEACH FLA CMNTY REDEV AGY TAX INCREMENT REV REF BDSMunicipal SecurityRate/Coupon: 5.0% Matures: 03/01/33

Partial sale

$15,001 - $50,000

No ticker reported

Jan 20, 2026Filed 15 days later

Joint

MASSACHUSETTS ST DEV FIN AGY REV BDSMunicipal SecurityRate/Coupon: 5.0% Matures: 10/01/31

Partial sale

$15,001 - $50,000

No ticker reported

Jan 20, 2026Filed 15 days later

Joint

FLORIDA ST DEPT GEN SVCS DIV FACS MGMT REV POOL REV REF BDSMunicipal SecurityRate/Coupon: 4.0% Matures: 09/01/30

Partial sale

$15,001 - $50,000

No ticker reported

Jan 20, 2026Filed 15 days later

Joint

COOK CNTY ILL CMNTY CONS SCH DIST NO 015 PALATINE GO BDSMunicipal SecurityRate/Coupon: 5.25% Matures: 12/15/39

Partial sale

$15,001 - $50,000

No ticker reported

Jan 20, 2026Filed 15 days later

Joint

IPS MULTI-SCH BLDG CORP IND UNLTD AD VALOREM PPTY TAX FIRST MTG BDSMunicipal SecurityRate/Coupon: 5.0% Matures: 07/15/38

Partial sale

$50,001 - $100,000

No ticker reported

Jan 20, 2026Filed 15 days later

Joint

SALEM N H GO BDSMunicipal SecurityRate/Coupon: 4.0% Matures: 10/01/36

Partial sale

$15,001 - $50,000

No ticker reported

Jan 20, 2026Filed 15 days later

Joint

FORT LAUDERDALE FLA WTR & SWR REV BDSMunicipal SecurityRate/Coupon: 5.0% Matures: 09/01/38

Partial sale

$1,001 - $15,000

No ticker reported

Jan 20, 2026Filed 15 days later

Joint

UNIVERSITY HOUSTON TEX UNIV REVS CONSOLIDATED REV AND REF BDSMunicipal SecurityRate/Coupon: 5.0% Matures: 02/15/33

Partial sale

$15,001 - $50,000

No ticker reported

Jan 20, 2026Filed 15 days later

Joint

MACOMB INTER SCH DIST MICH UNLTD TAX GO BLDG SITE BDSMunicipal SecurityRate/Coupon: 5.0% Matures: 05/01/38

Partial sale

$1,001 - $15,000

No ticker reported

Jan 20, 2026Filed 15 days later

Joint

CLEAR CREEK TEX INDPT SCH DIST UNLTD TAX REF BDSMunicipal SecurityRate/Coupon: 5.0% Matures: 02/15/38

Partial sale

$50,001 - $100,000

No ticker reported

Jan 20, 2026Filed 15 days later

Joint

FORT SMITH ARK WTR & SWR REV REF CONSTR BDSMunicipal SecurityRate/Coupon: 5.0% Matures: 10/01/32

Partial sale

$50,001 - $100,000

No ticker reported

Jan 20, 2026Filed 15 days later

Joint

SEATTLE WASH DRAIN & WASTEWATER REV REF REV BDSMunicipal SecurityRate/Coupon: 4.0% Matures: 05/01/39

Partial sale

$50,001 - $100,000

No ticker reported

Jan 21, 2026Filed 14 days later

Joint

COOK CNTY ILL CMNTY CONS SCH DIST NO 015 PALATINE GO BDSMunicipal SecurityRate/Coupon: 5.25% Matures: 12/15/39

Partial sale

$1,001 - $15,000

No ticker reported

Jan 5, 2026Filed 30 days later

Spouse

VSE Corporation - Common StockVSECStock

Purchase

$15,001 - $50,000

Disclosed 30 days after the trade. VSEC closed at $197.80 on Jan 5, 2026; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeJan 6, 2026	Jan 6, 2026	$201.20	+1.72%	+$559 gain
Day of disclosureFeb 4, 2026	Feb 4, 2026	$193.61	−2.12%	−$688 loss
30 days afterFeb 4, 2026	Feb 4, 2026	$193.61	−2.12%	−$688 loss
90 days afterApr 6, 2026	Apr 6, 2026	$190.79	−3.54%	−$1,152 loss
Latest closeOct 20, 2026	Oct 20, 2026	$156.52	−20.9%	−$6,783 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 5, 2026Filed 30 days later

Spouse

Monolithic Power Systems, Inc. - Common StockMPWRStock

Purchase

$15,001 - $50,000

Disclosed 30 days after the trade. MPWR closed at $955.03 on Jan 5, 2026; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeJan 6, 2026	Jan 6, 2026	$1,005.38	+5.27%	+$1,713 gain
Day of disclosureFeb 4, 2026	Feb 4, 2026	$1,136.83	+19.0%	+$6,187 gain
30 days afterFeb 4, 2026	Feb 4, 2026	$1,136.83	+19.0%	+$6,187 gain
90 days afterApr 6, 2026	Apr 6, 2026	$1,180.03	+23.6%	+$7,657 gain
Latest closeOct 20, 2026	Oct 20, 2026	$1,248.74	+30.8%	+$9,995 gain

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

Jan 5, 2026Filed 30 days later

Spouse

McKesson Corporation Common StockMCKStock

Purchase

$15,001 - $50,000

Disclosed 30 days after the trade. MCK closed at $824.92 on Jan 5, 2026; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeJan 6, 2026	Jan 6, 2026	$826.51	+0.19%	+$63 gain
Day of disclosureFeb 4, 2026	Feb 4, 2026	$822.00	−0.35%	−$115 loss
30 days afterFeb 4, 2026	Feb 4, 2026	$822.00	−0.35%	−$115 loss
90 days afterApr 6, 2026	Apr 6, 2026	$856.77	+3.86%	+$1,255 gain
Latest closeOct 20, 2026	Oct 20, 2026	$1,030.12	+24.9%	+$8,085 gain

Estimates: filers report neither the price nor the 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 5, 2026Filed 30 days later

Spouse

Stride, Inc. Common StockLRNStock

Purchase

$15,001 - $50,000

Disclosed 30 days after the trade. LRN closed at $67.60 on Jan 5, 2026; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeJan 6, 2026	Jan 6, 2026	$68.34	+1.09%	+$356 gain
Day of disclosureFeb 4, 2026	Feb 4, 2026	$86.45	+27.9%	+$9,063 gain
30 days afterFeb 4, 2026	Feb 4, 2026	$86.45	+27.9%	+$9,063 gain
90 days afterApr 6, 2026	Apr 6, 2026	$89.39	+32.2%	+$10,476 gain
Latest closeOct 20, 2026	Oct 20, 2026	$78.95	+16.8%	+$5,457 gain

Estimates: filers report neither the price nor the 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 5, 2026Filed 30 days later

Spouse

FirstCash Holdings, Inc. - Common StockFCFSStock

Purchase

$15,001 - $50,000

Disclosed 30 days after the trade. FCFS closed at $163.02 on Jan 5, 2026; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeJan 6, 2026	Jan 6, 2026	$163.11	+0.06%	+$18 gain
Day of disclosureFeb 4, 2026	Feb 4, 2026	$171.92	+5.46%	+$1,774 gain
30 days afterFeb 4, 2026	Feb 4, 2026	$171.92	+5.46%	+$1,774 gain
90 days afterApr 6, 2026	Apr 6, 2026	$190.39	+16.8%	+$5,457 gain
Latest closeOct 20, 2026	Oct 20, 2026	$214.78	+31.8%	+$10,319 gain

Estimates: filers report neither the price nor the 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 5, 2026Filed 30 days later

Spouse

Carpenter Technology Corporation Common StockCRSStock

Purchase

$15,001 - $50,000

Disclosed 30 days after the trade. CRS closed at $340.54 on Jan 5, 2026; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeJan 6, 2026	Jan 6, 2026	$335.67	−1.43%	−$465 loss
Day of disclosureFeb 4, 2026	Feb 4, 2026	$334.19	−1.86%	−$606 loss
30 days afterFeb 4, 2026	Feb 4, 2026	$334.19	−1.86%	−$606 loss
90 days afterApr 6, 2026	Apr 6, 2026	$394.82	+15.9%	+$5,180 gain
Latest closeOct 20, 2026	Oct 20, 2026	$372.53	+9.39%	+$3,053 gain

Estimates: filers report neither the price nor the 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 5, 2026Filed 30 days later

Spouse

Citigroup IncCStock

Purchase

$15,001 - $50,000

Disclosed 30 days after the trade. C closed at $123.30 on Jan 5, 2026; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeJan 6, 2026	Jan 6, 2026	$122.50	−0.65%	−$211 loss
Day of disclosureFeb 4, 2026	Feb 4, 2026	$117.43	−4.76%	−$1,547 loss
30 days afterFeb 4, 2026	Feb 4, 2026	$117.43	−4.76%	−$1,547 loss
90 days afterApr 6, 2026	Apr 6, 2026	$117.36	−4.82%	−$1,566 loss
Latest closeOct 20, 2026	Oct 20, 2026	$122.51	−0.64%	−$208 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 5, 2026Filed 30 days later

Spouse

APi Group Corporation Common StockAPGStock

Purchase

$15,001 - $50,000

Disclosed 30 days after the trade. APG closed at $40.36 on Jan 5, 2026; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeJan 6, 2026	Jan 6, 2026	$41.18	+2.03%	+$660 gain
Day of disclosureFeb 4, 2026	Feb 4, 2026	$42.18	+4.51%	+$1,466 gain
30 days afterFeb 4, 2026	Feb 4, 2026	$42.18	+4.51%	+$1,466 gain
90 days afterApr 6, 2026	Apr 6, 2026	$42.21	+4.58%	+$1,490 gain
Latest closeOct 20, 2026	Oct 20, 2026	$39.99	−0.92%	−$298 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 5, 2026Filed 30 days later

Spouse

Amkor Technology, Inc. - Common StockAMKRStock

Purchase

$15,001 - $50,000

Disclosed 30 days after the trade. AMKR closed at $48.13 on Jan 5, 2026; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeJan 6, 2026	Jan 6, 2026	$51.29	+6.57%	+$2,134 gain
Day of disclosureFeb 4, 2026	Feb 4, 2026	$43.87	−8.85%	−$2,877 loss
30 days afterFeb 4, 2026	Feb 4, 2026	$43.87	−8.85%	−$2,877 loss
90 days afterApr 6, 2026	Apr 6, 2026	$47.03	−2.29%	−$743 loss
Latest closeOct 20, 2026	Oct 20, 2026	$41.70	−13.4%	−$4,342 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 5, 2026Filed 30 days later

Spouse

Adobe Inc. - Common StockADBEStock

Purchase

$15,001 - $50,000

Disclosed 30 days after the trade. ADBE closed at $331.56 on Jan 5, 2026; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeJan 6, 2026	Jan 6, 2026	$335.99	+1.34%	+$434 gain
Day of disclosureFeb 4, 2026	Feb 4, 2026	$279.71	−15.6%	−$5,083 loss
30 days afterFeb 4, 2026	Feb 4, 2026	$279.71	−15.6%	−$5,083 loss
90 days afterApr 6, 2026	Apr 6, 2026	$244.36	−26.3%	−$8,548 loss
Latest closeOct 20, 2026	Oct 20, 2026	$256.73	−22.6%	−$7,335 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 5, 2026Filed 30 days later

Member

VSE Corporation - Common StockVSECStock

Purchase

$15,001 - $50,000

Disclosed 30 days after the trade. VSEC closed at $197.80 on Jan 5, 2026; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeJan 6, 2026	Jan 6, 2026	$201.20	+1.72%	+$559 gain
Day of disclosureFeb 4, 2026	Feb 4, 2026	$193.61	−2.12%	−$688 loss
30 days afterFeb 4, 2026	Feb 4, 2026	$193.61	−2.12%	−$688 loss
90 days afterApr 6, 2026	Apr 6, 2026	$190.79	−3.54%	−$1,152 loss
Latest closeOct 20, 2026	Oct 20, 2026	$156.52	−20.9%	−$6,783 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 5, 2026Filed 30 days later

Member

Monolithic Power Systems, Inc. - Common StockMPWRStock

Purchase

$15,001 - $50,000

Disclosed 30 days after the trade. MPWR closed at $955.03 on Jan 5, 2026; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeJan 6, 2026	Jan 6, 2026	$1,005.38	+5.27%	+$1,713 gain
Day of disclosureFeb 4, 2026	Feb 4, 2026	$1,136.83	+19.0%	+$6,187 gain
30 days afterFeb 4, 2026	Feb 4, 2026	$1,136.83	+19.0%	+$6,187 gain
90 days afterApr 6, 2026	Apr 6, 2026	$1,180.03	+23.6%	+$7,657 gain
Latest closeOct 20, 2026	Oct 20, 2026	$1,248.74	+30.8%	+$9,995 gain

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

Jan 5, 2026Filed 30 days later

Member

McKesson Corporation Common StockMCKStock

Purchase

$15,001 - $50,000

Disclosed 30 days after the trade. MCK closed at $824.92 on Jan 5, 2026; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeJan 6, 2026	Jan 6, 2026	$826.51	+0.19%	+$63 gain
Day of disclosureFeb 4, 2026	Feb 4, 2026	$822.00	−0.35%	−$115 loss
30 days afterFeb 4, 2026	Feb 4, 2026	$822.00	−0.35%	−$115 loss
90 days afterApr 6, 2026	Apr 6, 2026	$856.77	+3.86%	+$1,255 gain
Latest closeOct 20, 2026	Oct 20, 2026	$1,030.12	+24.9%	+$8,085 gain

Estimates: filers report neither the price nor the 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 5, 2026Filed 30 days later

Member

Stride, Inc. Common StockLRNStock

Purchase

$15,001 - $50,000

Disclosed 30 days after the trade. LRN closed at $67.60 on Jan 5, 2026; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeJan 6, 2026	Jan 6, 2026	$68.34	+1.09%	+$356 gain
Day of disclosureFeb 4, 2026	Feb 4, 2026	$86.45	+27.9%	+$9,063 gain
30 days afterFeb 4, 2026	Feb 4, 2026	$86.45	+27.9%	+$9,063 gain
90 days afterApr 6, 2026	Apr 6, 2026	$89.39	+32.2%	+$10,476 gain
Latest closeOct 20, 2026	Oct 20, 2026	$78.95	+16.8%	+$5,457 gain

Estimates: filers report neither the price nor the 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 5, 2026Filed 30 days later

Member

FirstCash Holdings, Inc. - Common StockFCFSStock

Purchase

$15,001 - $50,000

Disclosed 30 days after the trade. FCFS closed at $163.02 on Jan 5, 2026; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeJan 6, 2026	Jan 6, 2026	$163.11	+0.06%	+$18 gain
Day of disclosureFeb 4, 2026	Feb 4, 2026	$171.92	+5.46%	+$1,774 gain
30 days afterFeb 4, 2026	Feb 4, 2026	$171.92	+5.46%	+$1,774 gain
90 days afterApr 6, 2026	Apr 6, 2026	$190.39	+16.8%	+$5,457 gain
Latest closeOct 20, 2026	Oct 20, 2026	$214.78	+31.8%	+$10,319 gain

Estimates: filers report neither the price nor the 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 5, 2026Filed 30 days later

Member

Carpenter Technology Corporation Common StockCRSStock

Purchase

$15,001 - $50,000

Disclosed 30 days after the trade. CRS closed at $340.54 on Jan 5, 2026; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeJan 6, 2026	Jan 6, 2026	$335.67	−1.43%	−$465 loss
Day of disclosureFeb 4, 2026	Feb 4, 2026	$334.19	−1.86%	−$606 loss
30 days afterFeb 4, 2026	Feb 4, 2026	$334.19	−1.86%	−$606 loss
90 days afterApr 6, 2026	Apr 6, 2026	$394.82	+15.9%	+$5,180 gain
Latest closeOct 20, 2026	Oct 20, 2026	$372.53	+9.39%	+$3,053 gain

Estimates: filers report neither the price nor the 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 5, 2026Filed 30 days later

Member

Citigroup IncCStock

Purchase

$15,001 - $50,000

Disclosed 30 days after the trade. C closed at $123.30 on Jan 5, 2026; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeJan 6, 2026	Jan 6, 2026	$122.50	−0.65%	−$211 loss
Day of disclosureFeb 4, 2026	Feb 4, 2026	$117.43	−4.76%	−$1,547 loss
30 days afterFeb 4, 2026	Feb 4, 2026	$117.43	−4.76%	−$1,547 loss
90 days afterApr 6, 2026	Apr 6, 2026	$117.36	−4.82%	−$1,566 loss
Latest closeOct 20, 2026	Oct 20, 2026	$122.51	−0.64%	−$208 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 5, 2026Filed 30 days later

Member

APi Group Corporation Common StockAPGStock

Purchase

$15,001 - $50,000

Disclosed 30 days after the trade. APG closed at $40.36 on Jan 5, 2026; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeJan 6, 2026	Jan 6, 2026	$41.18	+2.03%	+$660 gain
Day of disclosureFeb 4, 2026	Feb 4, 2026	$42.18	+4.51%	+$1,466 gain
30 days afterFeb 4, 2026	Feb 4, 2026	$42.18	+4.51%	+$1,466 gain
90 days afterApr 6, 2026	Apr 6, 2026	$42.21	+4.58%	+$1,490 gain
Latest closeOct 20, 2026	Oct 20, 2026	$39.99	−0.92%	−$298 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 5, 2026Filed 30 days later

Member

Amkor Technology, Inc. - Common StockAMKRStock

Purchase

$15,001 - $50,000

Disclosed 30 days after the trade. AMKR closed at $48.13 on Jan 5, 2026; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeJan 6, 2026	Jan 6, 2026	$51.29	+6.57%	+$2,134 gain
Day of disclosureFeb 4, 2026	Feb 4, 2026	$43.87	−8.85%	−$2,877 loss
30 days afterFeb 4, 2026	Feb 4, 2026	$43.87	−8.85%	−$2,877 loss
90 days afterApr 6, 2026	Apr 6, 2026	$47.03	−2.29%	−$743 loss
Latest closeOct 20, 2026	Oct 20, 2026	$41.70	−13.4%	−$4,342 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 5, 2026Filed 30 days later

Member

Adobe Inc. - Common StockADBEStock

Purchase

$15,001 - $50,000

Disclosed 30 days after the trade. ADBE closed at $331.56 on Jan 5, 2026; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeJan 6, 2026	Jan 6, 2026	$335.99	+1.34%	+$434 gain
Day of disclosureFeb 4, 2026	Feb 4, 2026	$279.71	−15.6%	−$5,083 loss
30 days afterFeb 4, 2026	Feb 4, 2026	$279.71	−15.6%	−$5,083 loss
90 days afterApr 6, 2026	Apr 6, 2026	$244.36	−26.3%	−$8,548 loss
Latest closeOct 20, 2026	Oct 20, 2026	$256.73	−22.6%	−$7,335 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.

JP Morgan Chase & Co. Common StockJPM

Stock

Transaction date: Dec 29, 2025Filed 18 days later
Type: Purchase
Amount (as reported): $50,001 - $100,000
Owner: Joint

Disclosed 18 days after the trade. JPM closed at $323.75 on Dec 29, 2025; changes are measured from that close.

Amount within the reported $50,001–$100,000$75,001

Point	Session	Close	Change	On $75,001 bought
Day after the tradeDec 30, 2025	Dec 30, 2025	$323.42	−0.10%	−$76 loss
Day of disclosureJan 16, 2026	Jan 16, 2026	$312.47	−3.48%	−$2,613 loss
30 days afterJan 28, 2026	Jan 28, 2026	$300.77	−7.10%	−$5,324 loss
90 days afterMar 30, 2026	Mar 30, 2026	$283.77	−12.3%	−$9,262 loss
Latest closeOct 20, 2026	Oct 20, 2026	$335.26	+3.56%	+$2,666 gain

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

Capital One Financial Corporation Common StockCOF

Stock

Transaction date: Dec 29, 2025Filed 18 days later
Type: Purchase
Amount (as reported): $50,001 - $100,000
Owner: Joint

Disclosed 18 days after the trade. COF closed at $245.75 on Dec 29, 2025; changes are measured from that close.

Amount within the reported $50,001–$100,000$75,001

Point	Session	Close	Change	On $75,001 bought
Day after the tradeDec 30, 2025	Dec 30, 2025	$243.97	−0.72%	−$543 loss
Day of disclosureJan 16, 2026	Jan 16, 2026	$239.14	−2.69%	−$2,017 loss
30 days afterJan 28, 2026	Jan 28, 2026	$218.41	−11.1%	−$8,344 loss
90 days afterMar 30, 2026	Mar 30, 2026	$178.13	−27.5%	−$20,637 loss
Latest closeOct 20, 2026	Oct 20, 2026	$201.56	−18.0%	−$13,486 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.

RTX Corporation Common StockRTX

Stock

Transaction date: Dec 29, 2025Filed 18 days later
Type: Purchase
Amount (as reported): $15,001 - $50,000
Owner: Joint

Disclosed 18 days after the trade. RTX closed at $184.42 on Dec 29, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeDec 30, 2025	Dec 30, 2025	$184.01	−0.22%	−$72 loss
Day of disclosureJan 16, 2026	Jan 16, 2026	$201.92	+9.49%	+$3,084 gain
30 days afterJan 28, 2026	Jan 28, 2026	$199.46	+8.16%	+$2,651 gain
90 days afterMar 30, 2026	Mar 30, 2026	$164.84	−10.6%	−$3,451 loss
Latest closeOct 20, 2026	Oct 20, 2026	$193.34	+4.84%	+$1,572 gain

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

Alphabet Inc. - Class A Common StockGOOGL

Stock

Transaction date: Dec 29, 2025Filed 18 days later
Type: Purchase
Amount (as reported): $100,001 - $250,000
Owner: Joint

Disclosed 18 days after the trade. GOOGL closed at $313.56 on Dec 29, 2025; changes are measured from that close.

Amount within the reported $100,001–$250,000$175,001

Point	Session	Close	Change	On $175,001 bought
Day after the tradeDec 30, 2025	Dec 30, 2025	$313.85	+0.09%	+$162 gain
Day of disclosureJan 16, 2026	Jan 16, 2026	$330.00	+5.24%	+$9,175 gain
30 days afterJan 28, 2026	Jan 28, 2026	$336.01	+7.16%	+$12,530 gain
90 days afterMar 30, 2026	Mar 30, 2026	$273.50	−12.8%	−$22,358 loss
Latest closeOct 20, 2026	Oct 20, 2026	$340.28	+8.52%	+$14,910 gain

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

Intercontinental Exchange Inc. Common StockICE

Stock

Transaction date: Dec 29, 2025Filed 18 days later
Type: Purchase
Amount (as reported): $15,001 - $50,000
Owner: Joint

Disclosed 18 days after the trade. ICE closed at $163.98 on Dec 29, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeDec 30, 2025	Dec 30, 2025	$163.16	−0.50%	−$163 loss
Day of disclosureJan 16, 2026	Jan 16, 2026	$173.98	+6.10%	+$1,982 gain
30 days afterJan 28, 2026	Jan 28, 2026	$172.44	+5.16%	+$1,677 gain
90 days afterMar 30, 2026	Mar 30, 2026	$156.94	−4.29%	−$1,395 loss
Latest closeOct 20, 2026	Oct 20, 2026	$158.57	−3.30%	−$1,072 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.

Deere & Company Common StockDE

Stock

Transaction date: Dec 29, 2025Filed 18 days later
Type: Purchase
Amount (as reported): $15,001 - $50,000
Owner: Joint

Disclosed 18 days after the trade. DE closed at $470.24 on Dec 29, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeDec 30, 2025	Dec 30, 2025	$469.94	−0.06%	−$21 loss
Day of disclosureJan 16, 2026	Jan 16, 2026	$514.40	+9.39%	+$3,052 gain
30 days afterJan 28, 2026	Jan 28, 2026	$525.01	+11.6%	+$3,785 gain
90 days afterMar 30, 2026	Mar 30, 2026	$555.50	+18.1%	+$5,893 gain
Latest closeOct 20, 2026	Oct 20, 2026	$632.20	+34.4%	+$11,194 gain

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

Boston Scientific Corporation Common StockBSX

Stock

Transaction date: Dec 29, 2025Filed 18 days later
Type: Purchase
Amount (as reported): $15,001 - $50,000
Owner: Joint

Disclosed 18 days after the trade. BSX closed at $95.76 on Dec 29, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeDec 30, 2025	Dec 30, 2025	$96.01	+0.26%	+$85 gain
Day of disclosureJan 16, 2026	Jan 16, 2026	$88.07	−8.03%	−$2,610 loss
30 days afterJan 28, 2026	Jan 28, 2026	$93.79	−2.06%	−$669 loss
90 days afterMar 30, 2026	Mar 30, 2026	$62.93	−34.3%	−$11,143 loss
Latest closeOct 20, 2026	Oct 20, 2026	$45.58	−52.4%	−$17,031 loss

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

Microsoft Corporation - Common StockMSFT

Stock

Transaction date: Dec 29, 2025Filed 18 days later
Type: Purchase
Amount (as reported): $100,001 - $250,000
Owner: Joint

Disclosed 18 days after the trade. MSFT closed at $487.10 on Dec 29, 2025; changes are measured from that close.

Amount within the reported $100,001–$250,000$175,001

Point	Session	Close	Change	On $175,001 bought
Day after the tradeDec 30, 2025	Dec 30, 2025	$487.48	+0.08%	+$137 gain
Day of disclosureJan 16, 2026	Jan 16, 2026	$459.86	−5.59%	−$9,787 loss
30 days afterJan 28, 2026	Jan 28, 2026	$481.63	−1.12%	−$1,965 loss
90 days afterMar 30, 2026	Mar 30, 2026	$358.96	−26.3%	−$46,037 loss
Latest closeOct 20, 2026	Oct 20, 2026	$531.87	+9.19%	+$16,085 gain

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

Goldman Sachs Group, Inc. (The) Common StockGS

Stock

Transaction date: Dec 29, 2025Filed 18 days later
Type: Purchase
Amount (as reported): $15,001 - $50,000
Owner: Joint

Disclosed 18 days after the trade. GS closed at $892.18 on Dec 29, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeDec 30, 2025	Dec 30, 2025	$884.42	−0.87%	−$283 loss
Day of disclosureJan 16, 2026	Jan 16, 2026	$962.00	+7.83%	+$2,543 gain
30 days afterJan 28, 2026	Jan 28, 2026	$936.81	+5.00%	+$1,626 gain
90 days afterMar 30, 2026	Mar 30, 2026	$807.60	−9.48%	−$3,081 loss
Latest closeOct 20, 2026	Oct 20, 2026	$884.81	−0.83%	−$268 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.

Lam Research Corporation - Common StockLRCX

Stock

Transaction date: Dec 29, 2025Filed 18 days later
Type: Purchase
Amount (as reported): $50,001 - $100,000
Owner: Joint

Disclosed 18 days after the trade. LRCX closed at $175.87 on Dec 29, 2025; changes are measured from that close.

Amount within the reported $50,001–$100,000$75,001

Point	Session	Close	Change	On $75,001 bought
Day after the tradeDec 30, 2025	Dec 30, 2025	$173.78	−1.19%	−$891 loss
Day of disclosureJan 16, 2026	Jan 16, 2026	$222.96	+26.8%	+$20,082 gain
30 days afterJan 28, 2026	Jan 28, 2026	$239.58	+36.2%	+$27,170 gain
90 days afterMar 30, 2026	Mar 30, 2026	$199.93	+13.7%	+$10,261 gain
Latest closeOct 20, 2026	Oct 20, 2026	$263.45	+49.8%	+$37,349 gain

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

Coca-Cola Company (The) Common StockKO

Stock

Transaction date: Dec 29, 2025Filed 18 days later
Type: Purchase
Amount (as reported): $15,001 - $50,000
Owner: Joint

Disclosed 18 days after the trade. KO closed at $70.16 on Dec 29, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeDec 30, 2025	Dec 30, 2025	$70.07	−0.13%	−$42 loss
Day of disclosureJan 16, 2026	Jan 16, 2026	$70.44	+0.40%	+$130 gain
30 days afterJan 28, 2026	Jan 28, 2026	$73.06	+4.13%	+$1,343 gain
90 days afterMar 30, 2026	Mar 30, 2026	$76.27	+8.71%	+$2,830 gain
Latest closeOct 20, 2026	Oct 20, 2026	$93.49	+33.3%	+$10,807 gain

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

Amazon.com, Inc. - Common StockAMZN

Stock

Transaction date: Dec 29, 2025Filed 18 days later
Type: Purchase
Amount (as reported): $100,001 - $250,000
Owner: Joint

Disclosed 18 days after the trade. AMZN closed at $232.07 on Dec 29, 2025; changes are measured from that close.

Amount within the reported $100,001–$250,000$175,001

Point	Session	Close	Change	On $175,001 bought
Day after the tradeDec 30, 2025	Dec 30, 2025	$232.53	+0.20%	+$347 gain
Day of disclosureJan 16, 2026	Jan 16, 2026	$239.12	+3.04%	+$5,316 gain
30 days afterJan 28, 2026	Jan 28, 2026	$243.01	+4.71%	+$8,250 gain
90 days afterMar 30, 2026	Mar 30, 2026	$200.95	−13.4%	−$23,467 loss
Latest closeOct 20, 2026	Oct 20, 2026	$262.63	+13.2%	+$23,045 gain

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

NVIDIA Corporation - Common StockNVDA

Stock

Transaction date: Dec 29, 2025Filed 18 days later
Type: Purchase
Amount (as reported): $100,001 - $250,000
Owner: Joint

Disclosed 18 days after the trade. NVDA closed at $188.22 on Dec 29, 2025; changes are measured from that close.

Amount within the reported $100,001–$250,000$175,001

Point	Session	Close	Change	On $175,001 bought
Day after the tradeDec 30, 2025	Dec 30, 2025	$187.54	−0.36%	−$632 loss
Day of disclosureJan 16, 2026	Jan 16, 2026	$186.23	−1.06%	−$1,850 loss
30 days afterJan 28, 2026	Jan 28, 2026	$191.52	+1.75%	+$3,068 gain
90 days afterMar 30, 2026	Mar 30, 2026	$165.17	−12.2%	−$21,431 loss
Latest closeOct 22, 2026	Oct 22, 2026	$212.21	+12.7%	+$22,305 gain

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

Salesforce, Inc. Common StockCRM

Stock

Transaction date: Dec 29, 2025Filed 18 days later
Type: Purchase
Amount (as reported): $15,001 - $50,000
Owner: Joint

Disclosed 18 days after the trade. CRM closed at $266.23 on Dec 29, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeDec 30, 2025	Dec 30, 2025	$265.92	−0.12%	−$38 loss
Day of disclosureJan 16, 2026	Jan 16, 2026	$227.11	−14.7%	−$4,776 loss
30 days afterJan 28, 2026	Jan 28, 2026	$227.96	−14.4%	−$4,672 loss
90 days afterMar 30, 2026	Mar 30, 2026	$185.03	−30.5%	−$9,913 loss
Latest closeOct 20, 2026	Oct 20, 2026	$242.43	−8.94%	−$2,905 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.

IQVIA Holdings, Inc. Common StockIQV

Stock

Transaction date: Dec 29, 2025Filed 18 days later
Type: Purchase
Amount (as reported): $15,001 - $50,000
Owner: Joint

Disclosed 18 days after the trade. IQV closed at $227.11 on Dec 29, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeDec 30, 2025	Dec 30, 2025	$227.69	+0.26%	+$83 gain
Day of disclosureJan 16, 2026	Jan 16, 2026	$237.68	+4.65%	+$1,513 gain
30 days afterJan 28, 2026	Jan 28, 2026	$239.76	+5.57%	+$1,810 gain
90 days afterMar 30, 2026	Mar 30, 2026	$166.16	−26.8%	−$8,722 loss
Latest closeOct 20, 2026	Oct 20, 2026	$267.85	+17.9%	+$5,830 gain

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

Elevance Health, Inc. Common StockELV

Stock

Transaction date: Dec 29, 2025Filed 18 days later
Type: Purchase
Amount (as reported): $15,001 - $50,000
Owner: Joint

Disclosed 18 days after the trade. ELV closed at $348.38 on Dec 29, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeDec 30, 2025	Dec 30, 2025	$348.80	+0.12%	+$39 gain
Day of disclosureJan 16, 2026	Jan 16, 2026	$374.87	+7.60%	+$2,471 gain
30 days afterJan 28, 2026	Jan 28, 2026	$341.85	−1.87%	−$609 loss
90 days afterMar 30, 2026	Mar 30, 2026	$284.79	−18.3%	−$5,932 loss
Latest closeOct 20, 2026	Oct 20, 2026	$440.18	+26.4%	+$8,564 gain

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

American Express Company Common StockAXP

Stock

Transaction date: Dec 29, 2025Filed 18 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 18 days after the trade. AXP closed at $375.32 on Dec 29, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 bought
Day after the tradeDec 30, 2025	Dec 30, 2025	$373.39	−0.51%	−$41 loss
Day of disclosureJan 16, 2026	Jan 16, 2026	$364.79	−2.81%	−$224 loss
30 days afterJan 28, 2026	Jan 28, 2026	$356.99	−4.88%	−$391 loss
90 days afterMar 30, 2026	Mar 30, 2026	$297.49	−20.7%	−$1,659 loss
Latest closeOct 20, 2026	Oct 20, 2026	$318.34	−15.2%	−$1,215 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.

Chevron Corporation Common StockCVX

Stock

Transaction date: Dec 29, 2025Filed 18 days later
Type: Purchase
Amount (as reported): $15,001 - $50,000
Owner: Joint

Disclosed 18 days after the trade. CVX closed at $150.99 on Dec 29, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeDec 30, 2025	Dec 30, 2025	$152.31	+0.87%	+$284 gain
Day of disclosureJan 16, 2026	Jan 16, 2026	$166.26	+10.1%	+$3,287 gain
30 days afterJan 28, 2026	Jan 28, 2026	$169.93	+12.5%	+$4,077 gain
90 days afterMar 30, 2026	Mar 30, 2026	$210.71	+39.6%	+$12,855 gain
Latest closeOct 20, 2026	Oct 20, 2026	$225.71	+49.5%	+$16,084 gain

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

Apple Inc. - Common StockAAPL

Stock

Transaction date: Dec 29, 2025Filed 18 days later
Type: Purchase
Amount (as reported): $100,001 - $250,000
Owner: Joint

Disclosed 18 days after the trade. AAPL closed at $273.76 on Dec 29, 2025; changes are measured from that close.

Amount within the reported $100,001–$250,000$175,001

Point	Session	Close	Change	On $175,001 bought
Day after the tradeDec 30, 2025	Dec 30, 2025	$273.08	−0.25%	−$435 loss
Day of disclosureJan 16, 2026	Jan 16, 2026	$255.53	−6.66%	−$11,654 loss
30 days afterJan 28, 2026	Jan 28, 2026	$256.44	−6.33%	−$11,072 loss
90 days afterMar 30, 2026	Mar 30, 2026	$246.63	−9.91%	−$17,343 loss
Latest closeOct 20, 2026	Oct 20, 2026	$339.50	+24.0%	+$42,024 gain

Estimates: filers report neither the price nor the 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

Stock

Transaction date: Dec 29, 2025Filed 18 days later
Type: Purchase
Amount (as reported): $50,001 - $100,000
Owner: Joint

Disclosed 18 days after the trade. META closed at $658.69 on Dec 29, 2025; changes are measured from that close.

Amount within the reported $50,001–$100,000$75,001

Point	Session	Close	Change	On $75,001 bought
Day after the tradeDec 30, 2025	Dec 30, 2025	$665.95	+1.10%	+$827 gain
Day of disclosureJan 16, 2026	Jan 16, 2026	$620.25	−5.84%	−$4,377 loss
30 days afterJan 28, 2026	Jan 28, 2026	$668.73	+1.52%	+$1,143 gain
90 days afterMar 30, 2026	Mar 30, 2026	$536.38	−18.6%	−$13,927 loss
Latest closeOct 20, 2026	Oct 20, 2026	$694.25	+5.40%	+$4,049 gain

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

Mastercard Incorporated Common StockMA

Stock

Transaction date: Dec 29, 2025Filed 18 days later
Type: Purchase
Amount (as reported): $50,001 - $100,000
Owner: Joint

Disclosed 18 days after the trade. MA closed at $577.90 on Dec 29, 2025; changes are measured from that close.

Amount within the reported $50,001–$100,000$75,001

Point	Session	Close	Change	On $75,001 bought
Day after the tradeDec 30, 2025	Dec 30, 2025	$577.42	−0.08%	−$62 loss
Day of disclosureJan 16, 2026	Jan 16, 2026	$539.49	−6.65%	−$4,985 loss
30 days afterJan 28, 2026	Jan 28, 2026	$521.37	−9.78%	−$7,337 loss
90 days afterMar 30, 2026	Mar 30, 2026	$494.00	−14.5%	−$10,889 loss
Latest closeOct 20, 2026	Oct 20, 2026	$620.42	+7.36%	+$5,518 gain

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

Hilton Worldwide Holdings Inc. Common StockHLT

Stock

Transaction date: Dec 29, 2025Filed 18 days later
Type: Purchase
Amount (as reported): $15,001 - $50,000
Owner: Joint

Disclosed 18 days after the trade. HLT closed at $292.36 on Dec 29, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeDec 30, 2025	Dec 30, 2025	$290.43	−0.66%	−$215 loss
Day of disclosureJan 16, 2026	Jan 16, 2026	$300.85	+2.90%	+$944 gain
30 days afterJan 28, 2026	Jan 28, 2026	$296.31	+1.35%	+$439 gain
90 days afterMar 30, 2026	Mar 30, 2026	$295.87	+1.20%	+$390 gain
Latest closeOct 20, 2026	Oct 20, 2026	$359.29	+22.9%	+$7,440 gain

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

Applied Materials, Inc. - Common StockAMAT

Stock

Transaction date: Dec 29, 2025Filed 18 days later
Type: Purchase
Amount (as reported): $15,001 - $50,000
Owner: Joint

Disclosed 18 days after the trade. AMAT closed at $263.05 on Dec 29, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeDec 30, 2025	Dec 30, 2025	$259.97	−1.17%	−$381 loss
Day of disclosureJan 16, 2026	Jan 16, 2026	$327.01	+24.3%	+$7,903 gain
30 days afterJan 28, 2026	Jan 28, 2026	$336.75	+28.0%	+$9,106 gain
90 days afterMar 30, 2026	Mar 30, 2026	$323.12	+22.8%	+$7,422 gain
Latest closeOct 20, 2026	Oct 20, 2026	$404.98	+54.0%	+$17,536 gain

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

Costco Wholesale Corporation - Common StockCOST

Stock

Transaction date: Dec 29, 2025Filed 18 days later
Type: Purchase
Amount (as reported): $15,001 - $50,000
Owner: Joint

Disclosed 18 days after the trade. COST closed at $867.84 on Dec 29, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeDec 30, 2025	Dec 30, 2025	$865.65	−0.25%	−$82 loss
Day of disclosureJan 16, 2026	Jan 16, 2026	$963.61	+11.0%	+$3,587 gain
30 days afterJan 28, 2026	Jan 28, 2026	$960.78	+10.7%	+$3,481 gain
90 days afterMar 30, 2026	Mar 30, 2026	$996.58	+14.8%	+$4,821 gain
Latest closeOct 20, 2026	Oct 20, 2026	$994.61	+14.6%	+$4,748 gain

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

Intuitive Surgical, Inc. - Common StockISRG

Stock

Transaction date: Dec 29, 2025Filed 18 days later
Type: Purchase
Amount (as reported): $15,001 - $50,000
Owner: Joint

Disclosed 18 days after the trade. ISRG closed at $575.40 on Dec 29, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeDec 30, 2025	Dec 30, 2025	$572.63	−0.48%	−$156 loss
Day of disclosureJan 16, 2026	Jan 16, 2026	$535.00	−7.02%	−$2,282 loss
30 days afterJan 28, 2026	Jan 28, 2026	$522.04	−9.27%	−$3,014 loss
90 days afterMar 30, 2026	Mar 30, 2026	$452.78	−21.3%	−$6,926 loss
Latest closeOct 20, 2026	Oct 20, 2026	$438.00	−23.9%	−$7,761 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.

Home Depot, Inc. (The) Common StockHD

Stock

Transaction date: Dec 29, 2025Filed 18 days later
Type: Purchase
Amount (as reported): $15,001 - $50,000
Owner: Joint

Disclosed 18 days after the trade. HD closed at $347.45 on Dec 29, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeDec 30, 2025	Dec 30, 2025	$346.35	−0.32%	−$103 loss
Day of disclosureJan 16, 2026	Jan 16, 2026	$380.17	+9.42%	+$3,061 gain
30 days afterJan 28, 2026	Jan 28, 2026	$375.30	+8.02%	+$2,605 gain
90 days afterMar 30, 2026	Mar 30, 2026	$323.50	−6.89%	−$2,240 loss
Latest closeOct 20, 2026	Oct 20, 2026	$315.11	−9.31%	−$3,025 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.

Intuit Inc. - Common StockINTU

Stock

Transaction date: Dec 29, 2025Filed 18 days later
Type: Purchase
Amount (as reported): $15,001 - $50,000
Owner: Joint

Disclosed 18 days after the trade. INTU closed at $674.15 on Dec 29, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeDec 30, 2025	Dec 30, 2025	$669.88	−0.63%	−$206 loss
Day of disclosureJan 16, 2026	Jan 16, 2026	$545.29	−19.1%	−$6,212 loss
30 days afterJan 28, 2026	Jan 28, 2026	$538.70	−20.1%	−$6,530 loss
90 days afterMar 30, 2026	Mar 30, 2026	$429.03	−36.4%	−$11,817 loss
Latest closeOct 20, 2026	Oct 20, 2026	$335.29	−50.3%	−$16,337 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.

ServiceNow, Inc. Common StockNOW

Stock

Transaction date: Dec 29, 2025Filed 18 days later
Type: Purchase
Amount (as reported): $15,001 - $50,000
Owner: Joint

Disclosed 18 days after the trade. NOW closed at $154.58 on Dec 29, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeDec 30, 2025	Dec 30, 2025	$154.23	−0.23%	−$74 loss
Day of disclosureJan 16, 2026	Jan 16, 2026	$127.31	−17.6%	−$5,734 loss
30 days afterJan 28, 2026	Jan 28, 2026	$129.62	−16.1%	−$5,248 loss
90 days afterMar 30, 2026	Mar 30, 2026	$104.97	−32.1%	−$10,431 loss
Latest closeOct 20, 2026	Oct 20, 2026	$149.54	−3.26%	−$1,060 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.

ConocoPhillips Common StockCOP

Stock

Transaction date: Dec 29, 2025Filed 18 days later
Type: Purchase
Amount (as reported): $15,001 - $50,000
Owner: Joint

Disclosed 18 days after the trade. COP closed at $92.63 on Dec 29, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeDec 30, 2025	Dec 30, 2025	$94.10	+1.59%	+$516 gain
Day of disclosureJan 16, 2026	Jan 16, 2026	$98.19	+6.00%	+$1,951 gain
30 days afterJan 28, 2026	Jan 28, 2026	$101.39	+9.46%	+$3,074 gain
90 days afterMar 30, 2026	Mar 30, 2026	$132.89	+43.5%	+$14,126 gain
Latest closeOct 20, 2026	Oct 20, 2026	$145.95	+57.6%	+$18,708 gain

Estimates: filers report neither the price nor the 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)

Prices

Dec 29, 2025Filed 18 days later

Joint

Caterpillar, Inc. Common StockCATStock

Purchase

$15,001 - $50,000

Disclosed 18 days after the trade. CAT closed at $578.61 on Dec 29, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeDec 30, 2025	Dec 30, 2025	$577.39	−0.21%	−$69 loss
Day of disclosureJan 16, 2026	Jan 16, 2026	$646.89	+11.8%	+$3,835 gain
30 days afterJan 28, 2026	Jan 28, 2026	$643.28	+11.2%	+$3,633 gain
90 days afterMar 30, 2026	Mar 30, 2026	$667.43	+15.4%	+$4,989 gain
Latest closeOct 20, 2026	Oct 20, 2026	$725.24	+25.3%	+$8,236 gain

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

Dec 29, 2025Filed 18 days later

Joint

Eli Lilly and Company Common StockLLYStock

Purchase

$15,001 - $50,000

Disclosed 18 days after the trade. LLY closed at $1,078.73 on Dec 29, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeDec 30, 2025	Dec 30, 2025	$1,079.75	+0.09%	+$31 gain
Day of disclosureJan 16, 2026	Jan 16, 2026	$1,038.40	−3.74%	−$1,215 loss
30 days afterJan 28, 2026	Jan 28, 2026	$1,023.80	−5.09%	−$1,655 loss
90 days afterMar 30, 2026	Mar 30, 2026	$886.63	−17.8%	−$5,788 loss
Latest closeOct 20, 2026	Oct 20, 2026	$1,283.66	+19.0%	+$6,174 gain

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

Dec 29, 2025Filed 18 days later

Joint

JP Morgan Chase & Co. Common StockJPMStock

Purchase

$50,001 - $100,000

Disclosed 18 days after the trade. JPM closed at $323.75 on Dec 29, 2025; changes are measured from that close.

Amount within the reported $50,001–$100,000$75,001

Point	Session	Close	Change	On $75,001 bought
Day after the tradeDec 30, 2025	Dec 30, 2025	$323.42	−0.10%	−$76 loss
Day of disclosureJan 16, 2026	Jan 16, 2026	$312.47	−3.48%	−$2,613 loss
30 days afterJan 28, 2026	Jan 28, 2026	$300.77	−7.10%	−$5,324 loss
90 days afterMar 30, 2026	Mar 30, 2026	$283.77	−12.3%	−$9,262 loss
Latest closeOct 20, 2026	Oct 20, 2026	$335.26	+3.56%	+$2,666 gain

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

Dec 29, 2025Filed 18 days later

Joint

Capital One Financial Corporation Common StockCOFStock

Purchase

$50,001 - $100,000

Disclosed 18 days after the trade. COF closed at $245.75 on Dec 29, 2025; changes are measured from that close.

Amount within the reported $50,001–$100,000$75,001

Point	Session	Close	Change	On $75,001 bought
Day after the tradeDec 30, 2025	Dec 30, 2025	$243.97	−0.72%	−$543 loss
Day of disclosureJan 16, 2026	Jan 16, 2026	$239.14	−2.69%	−$2,017 loss
30 days afterJan 28, 2026	Jan 28, 2026	$218.41	−11.1%	−$8,344 loss
90 days afterMar 30, 2026	Mar 30, 2026	$178.13	−27.5%	−$20,637 loss
Latest closeOct 20, 2026	Oct 20, 2026	$201.56	−18.0%	−$13,486 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.

Dec 29, 2025Filed 18 days later

Joint

RTX Corporation Common StockRTXStock

Purchase

$15,001 - $50,000

Disclosed 18 days after the trade. RTX closed at $184.42 on Dec 29, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeDec 30, 2025	Dec 30, 2025	$184.01	−0.22%	−$72 loss
Day of disclosureJan 16, 2026	Jan 16, 2026	$201.92	+9.49%	+$3,084 gain
30 days afterJan 28, 2026	Jan 28, 2026	$199.46	+8.16%	+$2,651 gain
90 days afterMar 30, 2026	Mar 30, 2026	$164.84	−10.6%	−$3,451 loss
Latest closeOct 20, 2026	Oct 20, 2026	$193.34	+4.84%	+$1,572 gain

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

Dec 29, 2025Filed 18 days later

Joint

Alphabet Inc. - Class A Common StockGOOGLStock

Purchase

$100,001 - $250,000

Disclosed 18 days after the trade. GOOGL closed at $313.56 on Dec 29, 2025; changes are measured from that close.

Amount within the reported $100,001–$250,000$175,001

Point	Session	Close	Change	On $175,001 bought
Day after the tradeDec 30, 2025	Dec 30, 2025	$313.85	+0.09%	+$162 gain
Day of disclosureJan 16, 2026	Jan 16, 2026	$330.00	+5.24%	+$9,175 gain
30 days afterJan 28, 2026	Jan 28, 2026	$336.01	+7.16%	+$12,530 gain
90 days afterMar 30, 2026	Mar 30, 2026	$273.50	−12.8%	−$22,358 loss
Latest closeOct 20, 2026	Oct 20, 2026	$340.28	+8.52%	+$14,910 gain

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

Dec 29, 2025Filed 18 days later

Joint

Intercontinental Exchange Inc. Common StockICEStock

Purchase

$15,001 - $50,000

Disclosed 18 days after the trade. ICE closed at $163.98 on Dec 29, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeDec 30, 2025	Dec 30, 2025	$163.16	−0.50%	−$163 loss
Day of disclosureJan 16, 2026	Jan 16, 2026	$173.98	+6.10%	+$1,982 gain
30 days afterJan 28, 2026	Jan 28, 2026	$172.44	+5.16%	+$1,677 gain
90 days afterMar 30, 2026	Mar 30, 2026	$156.94	−4.29%	−$1,395 loss
Latest closeOct 20, 2026	Oct 20, 2026	$158.57	−3.30%	−$1,072 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.

Dec 29, 2025Filed 18 days later

Joint

Deere & Company Common StockDEStock

Purchase

$15,001 - $50,000

Disclosed 18 days after the trade. DE closed at $470.24 on Dec 29, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeDec 30, 2025	Dec 30, 2025	$469.94	−0.06%	−$21 loss
Day of disclosureJan 16, 2026	Jan 16, 2026	$514.40	+9.39%	+$3,052 gain
30 days afterJan 28, 2026	Jan 28, 2026	$525.01	+11.6%	+$3,785 gain
90 days afterMar 30, 2026	Mar 30, 2026	$555.50	+18.1%	+$5,893 gain
Latest closeOct 20, 2026	Oct 20, 2026	$632.20	+34.4%	+$11,194 gain

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

Dec 29, 2025Filed 18 days later

Joint

Boston Scientific Corporation Common StockBSXStock

Purchase

$15,001 - $50,000

Disclosed 18 days after the trade. BSX closed at $95.76 on Dec 29, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeDec 30, 2025	Dec 30, 2025	$96.01	+0.26%	+$85 gain
Day of disclosureJan 16, 2026	Jan 16, 2026	$88.07	−8.03%	−$2,610 loss
30 days afterJan 28, 2026	Jan 28, 2026	$93.79	−2.06%	−$669 loss
90 days afterMar 30, 2026	Mar 30, 2026	$62.93	−34.3%	−$11,143 loss
Latest closeOct 20, 2026	Oct 20, 2026	$45.58	−52.4%	−$17,031 loss

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

Dec 29, 2025Filed 18 days later

Joint

Microsoft Corporation - Common StockMSFTStock

Purchase

$100,001 - $250,000

Disclosed 18 days after the trade. MSFT closed at $487.10 on Dec 29, 2025; changes are measured from that close.

Amount within the reported $100,001–$250,000$175,001

Point	Session	Close	Change	On $175,001 bought
Day after the tradeDec 30, 2025	Dec 30, 2025	$487.48	+0.08%	+$137 gain
Day of disclosureJan 16, 2026	Jan 16, 2026	$459.86	−5.59%	−$9,787 loss
30 days afterJan 28, 2026	Jan 28, 2026	$481.63	−1.12%	−$1,965 loss
90 days afterMar 30, 2026	Mar 30, 2026	$358.96	−26.3%	−$46,037 loss
Latest closeOct 20, 2026	Oct 20, 2026	$531.87	+9.19%	+$16,085 gain

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

Dec 29, 2025Filed 18 days later

Joint

Goldman Sachs Group, Inc. (The) Common StockGSStock

Purchase

$15,001 - $50,000

Disclosed 18 days after the trade. GS closed at $892.18 on Dec 29, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeDec 30, 2025	Dec 30, 2025	$884.42	−0.87%	−$283 loss
Day of disclosureJan 16, 2026	Jan 16, 2026	$962.00	+7.83%	+$2,543 gain
30 days afterJan 28, 2026	Jan 28, 2026	$936.81	+5.00%	+$1,626 gain
90 days afterMar 30, 2026	Mar 30, 2026	$807.60	−9.48%	−$3,081 loss
Latest closeOct 20, 2026	Oct 20, 2026	$884.81	−0.83%	−$268 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.

Dec 29, 2025Filed 18 days later

Joint

Lam Research Corporation - Common StockLRCXStock

Purchase

$50,001 - $100,000

Disclosed 18 days after the trade. LRCX closed at $175.87 on Dec 29, 2025; changes are measured from that close.

Amount within the reported $50,001–$100,000$75,001

Point	Session	Close	Change	On $75,001 bought
Day after the tradeDec 30, 2025	Dec 30, 2025	$173.78	−1.19%	−$891 loss
Day of disclosureJan 16, 2026	Jan 16, 2026	$222.96	+26.8%	+$20,082 gain
30 days afterJan 28, 2026	Jan 28, 2026	$239.58	+36.2%	+$27,170 gain
90 days afterMar 30, 2026	Mar 30, 2026	$199.93	+13.7%	+$10,261 gain
Latest closeOct 20, 2026	Oct 20, 2026	$263.45	+49.8%	+$37,349 gain

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

Dec 29, 2025Filed 18 days later

Joint

Coca-Cola Company (The) Common StockKOStock

Purchase

$15,001 - $50,000

Disclosed 18 days after the trade. KO closed at $70.16 on Dec 29, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeDec 30, 2025	Dec 30, 2025	$70.07	−0.13%	−$42 loss
Day of disclosureJan 16, 2026	Jan 16, 2026	$70.44	+0.40%	+$130 gain
30 days afterJan 28, 2026	Jan 28, 2026	$73.06	+4.13%	+$1,343 gain
90 days afterMar 30, 2026	Mar 30, 2026	$76.27	+8.71%	+$2,830 gain
Latest closeOct 20, 2026	Oct 20, 2026	$93.49	+33.3%	+$10,807 gain

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

Dec 29, 2025Filed 18 days later

Joint

Amazon.com, Inc. - Common StockAMZNStock

Purchase

$100,001 - $250,000

Disclosed 18 days after the trade. AMZN closed at $232.07 on Dec 29, 2025; changes are measured from that close.

Amount within the reported $100,001–$250,000$175,001

Point	Session	Close	Change	On $175,001 bought
Day after the tradeDec 30, 2025	Dec 30, 2025	$232.53	+0.20%	+$347 gain
Day of disclosureJan 16, 2026	Jan 16, 2026	$239.12	+3.04%	+$5,316 gain
30 days afterJan 28, 2026	Jan 28, 2026	$243.01	+4.71%	+$8,250 gain
90 days afterMar 30, 2026	Mar 30, 2026	$200.95	−13.4%	−$23,467 loss
Latest closeOct 20, 2026	Oct 20, 2026	$262.63	+13.2%	+$23,045 gain

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

Dec 29, 2025Filed 18 days later

Joint

NVIDIA Corporation - Common StockNVDAStock

Purchase

$100,001 - $250,000

Disclosed 18 days after the trade. NVDA closed at $188.22 on Dec 29, 2025; changes are measured from that close.

Amount within the reported $100,001–$250,000$175,001

Point	Session	Close	Change	On $175,001 bought
Day after the tradeDec 30, 2025	Dec 30, 2025	$187.54	−0.36%	−$632 loss
Day of disclosureJan 16, 2026	Jan 16, 2026	$186.23	−1.06%	−$1,850 loss
30 days afterJan 28, 2026	Jan 28, 2026	$191.52	+1.75%	+$3,068 gain
90 days afterMar 30, 2026	Mar 30, 2026	$165.17	−12.2%	−$21,431 loss
Latest closeOct 22, 2026	Oct 22, 2026	$212.21	+12.7%	+$22,305 gain

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

Dec 29, 2025Filed 18 days later

Joint

Salesforce, Inc. Common StockCRMStock

Purchase

$15,001 - $50,000

Disclosed 18 days after the trade. CRM closed at $266.23 on Dec 29, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeDec 30, 2025	Dec 30, 2025	$265.92	−0.12%	−$38 loss
Day of disclosureJan 16, 2026	Jan 16, 2026	$227.11	−14.7%	−$4,776 loss
30 days afterJan 28, 2026	Jan 28, 2026	$227.96	−14.4%	−$4,672 loss
90 days afterMar 30, 2026	Mar 30, 2026	$185.03	−30.5%	−$9,913 loss
Latest closeOct 20, 2026	Oct 20, 2026	$242.43	−8.94%	−$2,905 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.

Dec 29, 2025Filed 18 days later

Joint

IQVIA Holdings, Inc. Common StockIQVStock

Purchase

$15,001 - $50,000

Disclosed 18 days after the trade. IQV closed at $227.11 on Dec 29, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeDec 30, 2025	Dec 30, 2025	$227.69	+0.26%	+$83 gain
Day of disclosureJan 16, 2026	Jan 16, 2026	$237.68	+4.65%	+$1,513 gain
30 days afterJan 28, 2026	Jan 28, 2026	$239.76	+5.57%	+$1,810 gain
90 days afterMar 30, 2026	Mar 30, 2026	$166.16	−26.8%	−$8,722 loss
Latest closeOct 20, 2026	Oct 20, 2026	$267.85	+17.9%	+$5,830 gain

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

Dec 29, 2025Filed 18 days later

Joint

Elevance Health, Inc. Common StockELVStock

Purchase

$15,001 - $50,000

Disclosed 18 days after the trade. ELV closed at $348.38 on Dec 29, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeDec 30, 2025	Dec 30, 2025	$348.80	+0.12%	+$39 gain
Day of disclosureJan 16, 2026	Jan 16, 2026	$374.87	+7.60%	+$2,471 gain
30 days afterJan 28, 2026	Jan 28, 2026	$341.85	−1.87%	−$609 loss
90 days afterMar 30, 2026	Mar 30, 2026	$284.79	−18.3%	−$5,932 loss
Latest closeOct 20, 2026	Oct 20, 2026	$440.18	+26.4%	+$8,564 gain

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

Dec 29, 2025Filed 18 days later

Joint

American Express Company Common StockAXPStock

Purchase

$1,001 - $15,000

Disclosed 18 days after the trade. AXP closed at $375.32 on Dec 29, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 bought
Day after the tradeDec 30, 2025	Dec 30, 2025	$373.39	−0.51%	−$41 loss
Day of disclosureJan 16, 2026	Jan 16, 2026	$364.79	−2.81%	−$224 loss
30 days afterJan 28, 2026	Jan 28, 2026	$356.99	−4.88%	−$391 loss
90 days afterMar 30, 2026	Mar 30, 2026	$297.49	−20.7%	−$1,659 loss
Latest closeOct 20, 2026	Oct 20, 2026	$318.34	−15.2%	−$1,215 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.

Dec 29, 2025Filed 18 days later

Joint

Chevron Corporation Common StockCVXStock

Purchase

$15,001 - $50,000

Disclosed 18 days after the trade. CVX closed at $150.99 on Dec 29, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeDec 30, 2025	Dec 30, 2025	$152.31	+0.87%	+$284 gain
Day of disclosureJan 16, 2026	Jan 16, 2026	$166.26	+10.1%	+$3,287 gain
30 days afterJan 28, 2026	Jan 28, 2026	$169.93	+12.5%	+$4,077 gain
90 days afterMar 30, 2026	Mar 30, 2026	$210.71	+39.6%	+$12,855 gain
Latest closeOct 20, 2026	Oct 20, 2026	$225.71	+49.5%	+$16,084 gain

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

Dec 29, 2025Filed 18 days later

Joint

Apple Inc. - Common StockAAPLStock

Purchase

$100,001 - $250,000

Disclosed 18 days after the trade. AAPL closed at $273.76 on Dec 29, 2025; changes are measured from that close.

Amount within the reported $100,001–$250,000$175,001

Point	Session	Close	Change	On $175,001 bought
Day after the tradeDec 30, 2025	Dec 30, 2025	$273.08	−0.25%	−$435 loss
Day of disclosureJan 16, 2026	Jan 16, 2026	$255.53	−6.66%	−$11,654 loss
30 days afterJan 28, 2026	Jan 28, 2026	$256.44	−6.33%	−$11,072 loss
90 days afterMar 30, 2026	Mar 30, 2026	$246.63	−9.91%	−$17,343 loss
Latest closeOct 20, 2026	Oct 20, 2026	$339.50	+24.0%	+$42,024 gain

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

Dec 29, 2025Filed 18 days later

Joint

Meta Platforms, Inc. - Class A Common StockMETAStock

Purchase

$50,001 - $100,000

Disclosed 18 days after the trade. META closed at $658.69 on Dec 29, 2025; changes are measured from that close.

Amount within the reported $50,001–$100,000$75,001

Point	Session	Close	Change	On $75,001 bought
Day after the tradeDec 30, 2025	Dec 30, 2025	$665.95	+1.10%	+$827 gain
Day of disclosureJan 16, 2026	Jan 16, 2026	$620.25	−5.84%	−$4,377 loss
30 days afterJan 28, 2026	Jan 28, 2026	$668.73	+1.52%	+$1,143 gain
90 days afterMar 30, 2026	Mar 30, 2026	$536.38	−18.6%	−$13,927 loss
Latest closeOct 20, 2026	Oct 20, 2026	$694.25	+5.40%	+$4,049 gain

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

Dec 29, 2025Filed 18 days later

Joint

Mastercard Incorporated Common StockMAStock

Purchase

$50,001 - $100,000

Disclosed 18 days after the trade. MA closed at $577.90 on Dec 29, 2025; changes are measured from that close.

Amount within the reported $50,001–$100,000$75,001

Point	Session	Close	Change	On $75,001 bought
Day after the tradeDec 30, 2025	Dec 30, 2025	$577.42	−0.08%	−$62 loss
Day of disclosureJan 16, 2026	Jan 16, 2026	$539.49	−6.65%	−$4,985 loss
30 days afterJan 28, 2026	Jan 28, 2026	$521.37	−9.78%	−$7,337 loss
90 days afterMar 30, 2026	Mar 30, 2026	$494.00	−14.5%	−$10,889 loss
Latest closeOct 20, 2026	Oct 20, 2026	$620.42	+7.36%	+$5,518 gain

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

Dec 29, 2025Filed 18 days later

Joint

Hilton Worldwide Holdings Inc. Common StockHLTStock

Purchase

$15,001 - $50,000

Disclosed 18 days after the trade. HLT closed at $292.36 on Dec 29, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeDec 30, 2025	Dec 30, 2025	$290.43	−0.66%	−$215 loss
Day of disclosureJan 16, 2026	Jan 16, 2026	$300.85	+2.90%	+$944 gain
30 days afterJan 28, 2026	Jan 28, 2026	$296.31	+1.35%	+$439 gain
90 days afterMar 30, 2026	Mar 30, 2026	$295.87	+1.20%	+$390 gain
Latest closeOct 20, 2026	Oct 20, 2026	$359.29	+22.9%	+$7,440 gain

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

Dec 29, 2025Filed 18 days later

Joint

Applied Materials, Inc. - Common StockAMATStock

Purchase

$15,001 - $50,000

Disclosed 18 days after the trade. AMAT closed at $263.05 on Dec 29, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeDec 30, 2025	Dec 30, 2025	$259.97	−1.17%	−$381 loss
Day of disclosureJan 16, 2026	Jan 16, 2026	$327.01	+24.3%	+$7,903 gain
30 days afterJan 28, 2026	Jan 28, 2026	$336.75	+28.0%	+$9,106 gain
90 days afterMar 30, 2026	Mar 30, 2026	$323.12	+22.8%	+$7,422 gain
Latest closeOct 20, 2026	Oct 20, 2026	$404.98	+54.0%	+$17,536 gain

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

Dec 29, 2025Filed 18 days later

Joint

Costco Wholesale Corporation - Common StockCOSTStock

Purchase

$15,001 - $50,000

Disclosed 18 days after the trade. COST closed at $867.84 on Dec 29, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeDec 30, 2025	Dec 30, 2025	$865.65	−0.25%	−$82 loss
Day of disclosureJan 16, 2026	Jan 16, 2026	$963.61	+11.0%	+$3,587 gain
30 days afterJan 28, 2026	Jan 28, 2026	$960.78	+10.7%	+$3,481 gain
90 days afterMar 30, 2026	Mar 30, 2026	$996.58	+14.8%	+$4,821 gain
Latest closeOct 20, 2026	Oct 20, 2026	$994.61	+14.6%	+$4,748 gain

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

Dec 29, 2025Filed 18 days later

Joint

Intuitive Surgical, Inc. - Common StockISRGStock

Purchase

$15,001 - $50,000

Disclosed 18 days after the trade. ISRG closed at $575.40 on Dec 29, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeDec 30, 2025	Dec 30, 2025	$572.63	−0.48%	−$156 loss
Day of disclosureJan 16, 2026	Jan 16, 2026	$535.00	−7.02%	−$2,282 loss
30 days afterJan 28, 2026	Jan 28, 2026	$522.04	−9.27%	−$3,014 loss
90 days afterMar 30, 2026	Mar 30, 2026	$452.78	−21.3%	−$6,926 loss
Latest closeOct 20, 2026	Oct 20, 2026	$438.00	−23.9%	−$7,761 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.

Dec 29, 2025Filed 18 days later

Joint

Home Depot, Inc. (The) Common StockHDStock

Purchase

$15,001 - $50,000

Disclosed 18 days after the trade. HD closed at $347.45 on Dec 29, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeDec 30, 2025	Dec 30, 2025	$346.35	−0.32%	−$103 loss
Day of disclosureJan 16, 2026	Jan 16, 2026	$380.17	+9.42%	+$3,061 gain
30 days afterJan 28, 2026	Jan 28, 2026	$375.30	+8.02%	+$2,605 gain
90 days afterMar 30, 2026	Mar 30, 2026	$323.50	−6.89%	−$2,240 loss
Latest closeOct 20, 2026	Oct 20, 2026	$315.11	−9.31%	−$3,025 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.

Dec 29, 2025Filed 18 days later

Joint

Intuit Inc. - Common StockINTUStock

Purchase

$15,001 - $50,000

Disclosed 18 days after the trade. INTU closed at $674.15 on Dec 29, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeDec 30, 2025	Dec 30, 2025	$669.88	−0.63%	−$206 loss
Day of disclosureJan 16, 2026	Jan 16, 2026	$545.29	−19.1%	−$6,212 loss
30 days afterJan 28, 2026	Jan 28, 2026	$538.70	−20.1%	−$6,530 loss
90 days afterMar 30, 2026	Mar 30, 2026	$429.03	−36.4%	−$11,817 loss
Latest closeOct 20, 2026	Oct 20, 2026	$335.29	−50.3%	−$16,337 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.

Dec 29, 2025Filed 18 days later

Joint

ServiceNow, Inc. Common StockNOWStock

Purchase

$15,001 - $50,000

Disclosed 18 days after the trade. NOW closed at $154.58 on Dec 29, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeDec 30, 2025	Dec 30, 2025	$154.23	−0.23%	−$74 loss
Day of disclosureJan 16, 2026	Jan 16, 2026	$127.31	−17.6%	−$5,734 loss
30 days afterJan 28, 2026	Jan 28, 2026	$129.62	−16.1%	−$5,248 loss
90 days afterMar 30, 2026	Mar 30, 2026	$104.97	−32.1%	−$10,431 loss
Latest closeOct 20, 2026	Oct 20, 2026	$149.54	−3.26%	−$1,060 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.

Dec 29, 2025Filed 18 days later

Joint

ConocoPhillips Common StockCOPStock

Purchase

$15,001 - $50,000

Disclosed 18 days after the trade. COP closed at $92.63 on Dec 29, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeDec 30, 2025	Dec 30, 2025	$94.10	+1.59%	+$516 gain
Day of disclosureJan 16, 2026	Jan 16, 2026	$98.19	+6.00%	+$1,951 gain
30 days afterJan 28, 2026	Jan 28, 2026	$101.39	+9.46%	+$3,074 gain
90 days afterMar 30, 2026	Mar 30, 2026	$132.89	+43.5%	+$14,126 gain
Latest closeOct 20, 2026	Oct 20, 2026	$145.95	+57.6%	+$18,708 gain

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

Stride, Inc. Common StockLRN

Stock

Transaction date: Dec 18, 2025Filed 26 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member

Disclosed 26 days after the trade. LRN closed at $65.78 on Dec 18, 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 tradeDec 19, 2025	Dec 19, 2025	$66.08	+0.46%	$36 gain missed
Day of disclosureJan 13, 2026	Jan 13, 2026	$69.03	+4.94%	$395 gain missed
30 days afterJan 20, 2026	Jan 20, 2026	$69.40	+5.50%	$440 gain missed
90 days afterMar 18, 2026	Mar 18, 2026	$87.01	+32.3%	$2,582 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$78.95	+20.0%	$1,602 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.

Iron Mountain IncIRM

Stock

Transaction date: Dec 18, 2025Filed 26 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member

Disclosed 26 days after the trade. IRM closed at $78.86 on Dec 18, 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 tradeDec 19, 2025	Dec 19, 2025	$80.09	+1.56%	$125 gain missed
Day of disclosureJan 13, 2026	Jan 13, 2026	$92.13	+16.8%	$1,346 gain missed
30 days afterJan 20, 2026	Jan 20, 2026	$92.35	+17.1%	$1,369 gain missed
90 days afterMar 18, 2026	Mar 18, 2026	$105.74	+34.1%	$2,727 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$113.06	+43.4%	$3,470 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.

Goldman Sachs Group, Inc. (The) Common StockGS

Stock

Transaction date: Dec 18, 2025Filed 26 days later
Type: Sale
Amount (as reported): $15,001 - $50,000
Owner: Member

Disclosed 26 days after the trade. GS closed at $876.30 on Dec 18, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 sold
Day after the tradeDec 19, 2025	Dec 19, 2025	$893.48	+1.96%	$637 gain missed
Day of disclosureJan 13, 2026	Jan 13, 2026	$938.15	+7.06%	$2,294 gain missed
30 days afterJan 20, 2026	Jan 20, 2026	$943.37	+7.65%	$2,488 gain missed
90 days afterMar 18, 2026	Mar 18, 2026	$805.48	−8.08%	$2,627 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$884.81	+0.97%	$316 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.

Dell Technologies Inc. Class C Common StockDELL

Stock

Transaction date: Dec 18, 2025Filed 26 days later
Type: Sale
Amount (as reported): $15,001 - $50,000
Owner: Member

Disclosed 26 days after the trade. DELL closed at $122.94 on Dec 18, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 sold
Day after the tradeDec 19, 2025	Dec 19, 2025	$126.42	+2.83%	$920 gain missed
Day of disclosureJan 13, 2026	Jan 13, 2026	$119.66	−2.67%	$867 loss avoided
30 days afterJan 20, 2026	Jan 20, 2026	$111.07	−9.66%	$3,138 loss avoided
90 days afterMar 18, 2026	Mar 18, 2026	$149.21	+21.4%	$6,945 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$461.56	+275.4%	$89,519 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.

Credo Technology Group Holding LtdCRDO

Stock

Transaction date: Dec 18, 2025Filed 26 days later
Type: Sale
Amount (as reported): $15,001 - $50,000
Owner: Member

Disclosed 26 days after the trade. CRDO closed at $138.57 on Dec 18, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 sold
Day after the tradeDec 19, 2025	Dec 19, 2025	$150.13	+8.34%	$2,711 gain missed
Day of disclosureJan 13, 2026	Jan 13, 2026	$161.38	+16.5%	$5,350 gain missed
30 days afterJan 20, 2026	Jan 20, 2026	$153.22	+10.6%	$3,436 gain missed
90 days afterMar 18, 2026	Mar 18, 2026	$101.72	−26.6%	$8,643 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$171.51	+23.8%	$7,726 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.

Coherent Corp. - Common StockCOHR

Stock

Transaction date: Dec 18, 2025Filed 26 days later
Type: Sale
Amount (as reported): $15,001 - $50,000
Owner: Member

Disclosed 26 days after the trade. COHR closed at $175.71 on Dec 18, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 sold
Day after the tradeDec 19, 2025	Dec 19, 2025	$185.83	+5.76%	$1,872 gain missed
Day of disclosureJan 13, 2026	Jan 13, 2026	$190.03	+8.15%	$2,649 gain missed
30 days afterJan 20, 2026	Jan 20, 2026	$193.46	+10.1%	$3,283 gain missed
90 days afterMar 18, 2026	Mar 18, 2026	$257.21	+46.4%	$15,075 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$231.80	+31.9%	$10,375 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.

Applied Industrial Technologies, Inc. Common StockAIT

Stock

Transaction date: Dec 18, 2025Filed 26 days later
Type: Sale
Amount (as reported): $15,001 - $50,000
Owner: Member

Disclosed 26 days after the trade. AIT closed at $259.48 on Dec 18, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 sold
Day after the tradeDec 19, 2025	Dec 19, 2025	$262.41	+1.13%	$367 gain missed
Day of disclosureJan 13, 2026	Jan 13, 2026	$278.77	+7.43%	$2,416 gain missed
30 days afterJan 20, 2026	Jan 20, 2026	$277.44	+6.92%	$2,250 gain missed
90 days afterMar 18, 2026	Mar 18, 2026	$258.51	−0.37%	$121 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$330.80	+27.5%	$8,933 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.

Primo Brands Corporation Class A Common StockPRMB

Stock

Transaction date: Dec 17, 2025Filed 27 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 27 days after the trade. PRMB closed at $16.32 on Dec 17, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeDec 18, 2025	Dec 18, 2025	$16.25	−0.43%	$34 loss avoided
Day of disclosureJan 13, 2026	Jan 13, 2026	$18.15	+11.2%	$897 gain missed
30 days afterJan 16, 2026	Jan 16, 2026	$18.81	+15.3%	$1,221 gain missed
90 days afterMar 17, 2026	Mar 17, 2026	$20.72	+27.0%	$2,157 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$20.00	+22.5%	$1,804 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.

Primo Brands Corporation Class A Common StockPRMB

Stock

Transaction date: Dec 18, 2025Filed 26 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Spouse

Disclosed 26 days after the trade. PRMB closed at $16.25 on Dec 18, 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 tradeDec 19, 2025	Dec 19, 2025	$16.10	−0.92%	$74 loss avoided
Day of disclosureJan 13, 2026	Jan 13, 2026	$18.15	+11.7%	$936 gain missed
30 days afterJan 20, 2026	Jan 20, 2026	$18.75	+15.4%	$1,231 gain missed
90 days afterMar 18, 2026	Mar 18, 2026	$19.77	+21.7%	$1,733 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$20.00	+23.1%	$1,846 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.

MasTec, Inc. Common StockMTZ

Stock

Transaction date: Dec 18, 2025Filed 26 days later
Type: Sale
Amount (as reported): $15,001 - $50,000
Owner: Spouse

Disclosed 26 days after the trade. MTZ closed at $213.96 on Dec 18, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 sold
Day after the tradeDec 19, 2025	Dec 19, 2025	$218.18	+1.97%	$641 gain missed
Day of disclosureJan 13, 2026	Jan 13, 2026	$226.07	+5.66%	$1,840 gain missed
30 days afterJan 20, 2026	Jan 20, 2026	$240.35	+12.3%	$4,009 gain missed
90 days afterMar 18, 2026	Mar 18, 2026	$303.07	+41.6%	$13,536 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$187.34	−12.4%	$4,044 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.

Stride, Inc. Common StockLRN

Stock

Transaction date: Dec 18, 2025Filed 26 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Spouse

Disclosed 26 days after the trade. LRN closed at $65.78 on Dec 18, 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 tradeDec 19, 2025	Dec 19, 2025	$66.08	+0.46%	$36 gain missed
Day of disclosureJan 13, 2026	Jan 13, 2026	$69.03	+4.94%	$395 gain missed
30 days afterJan 20, 2026	Jan 20, 2026	$69.40	+5.50%	$440 gain missed
90 days afterMar 18, 2026	Mar 18, 2026	$87.01	+32.3%	$2,582 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$78.95	+20.0%	$1,602 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.

Iron Mountain IncIRM

Stock

Transaction date: Dec 18, 2025Filed 26 days later
Type: Sale
Amount (as reported): $15,001 - $50,000
Owner: Spouse

Disclosed 26 days after the trade. IRM closed at $78.86 on Dec 18, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 sold
Day after the tradeDec 19, 2025	Dec 19, 2025	$80.09	+1.56%	$507 gain missed
Day of disclosureJan 13, 2026	Jan 13, 2026	$92.13	+16.8%	$5,469 gain missed
30 days afterJan 20, 2026	Jan 20, 2026	$92.35	+17.1%	$5,560 gain missed
90 days afterMar 18, 2026	Mar 18, 2026	$105.74	+34.1%	$11,078 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$113.06	+43.4%	$14,095 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.

Goldman Sachs Group, Inc. (The) Common StockGS

Stock

Transaction date: Dec 18, 2025Filed 26 days later
Type: Sale
Amount (as reported): $15,001 - $50,000
Owner: Spouse

Disclosed 26 days after the trade. GS closed at $876.30 on Dec 18, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 sold
Day after the tradeDec 19, 2025	Dec 19, 2025	$893.48	+1.96%	$637 gain missed
Day of disclosureJan 13, 2026	Jan 13, 2026	$938.15	+7.06%	$2,294 gain missed
30 days afterJan 20, 2026	Jan 20, 2026	$943.37	+7.65%	$2,488 gain missed
90 days afterMar 18, 2026	Mar 18, 2026	$805.48	−8.08%	$2,627 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$884.81	+0.97%	$316 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.

Dell Technologies Inc. Class C Common StockDELL

Stock

Transaction date: Dec 18, 2025Filed 26 days later
Type: Sale
Amount (as reported): $15,001 - $50,000
Owner: Spouse

Disclosed 26 days after the trade. DELL closed at $122.94 on Dec 18, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 sold
Day after the tradeDec 19, 2025	Dec 19, 2025	$126.42	+2.83%	$920 gain missed
Day of disclosureJan 13, 2026	Jan 13, 2026	$119.66	−2.67%	$867 loss avoided
30 days afterJan 20, 2026	Jan 20, 2026	$111.07	−9.66%	$3,138 loss avoided
90 days afterMar 18, 2026	Mar 18, 2026	$149.21	+21.4%	$6,945 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$461.56	+275.4%	$89,519 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.

Credo Technology Group Holding LtdCRDO

Stock

Transaction date: Dec 18, 2025Filed 26 days later
Type: Sale
Amount (as reported): $15,001 - $50,000
Owner: Spouse

Disclosed 26 days after the trade. CRDO closed at $138.57 on Dec 18, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 sold
Day after the tradeDec 19, 2025	Dec 19, 2025	$150.13	+8.34%	$2,711 gain missed
Day of disclosureJan 13, 2026	Jan 13, 2026	$161.38	+16.5%	$5,350 gain missed
30 days afterJan 20, 2026	Jan 20, 2026	$153.22	+10.6%	$3,436 gain missed
90 days afterMar 18, 2026	Mar 18, 2026	$101.72	−26.6%	$8,643 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$171.51	+23.8%	$7,726 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.

Coherent Corp. Common StockCOHR

Stock

Transaction date: Dec 18, 2025Filed 26 days later
Type: Sale
Amount (as reported): $15,001 - $50,000
Owner: Spouse

Disclosed 26 days after the trade. COHR closed at $175.71 on Dec 18, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 sold
Day after the tradeDec 19, 2025	Dec 19, 2025	$185.83	+5.76%	$1,872 gain missed
Day of disclosureJan 13, 2026	Jan 13, 2026	$190.03	+8.15%	$2,649 gain missed
30 days afterJan 20, 2026	Jan 20, 2026	$193.46	+10.1%	$3,283 gain missed
90 days afterMar 18, 2026	Mar 18, 2026	$257.21	+46.4%	$15,075 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$231.80	+31.9%	$10,375 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.

Applied Industrial Technologies, Inc. Common StockAIT

Stock

Transaction date: Dec 18, 2025Filed 26 days later
Type: Sale
Amount (as reported): $15,001 - $50,000
Owner: Spouse

Disclosed 26 days after the trade. AIT closed at $259.48 on Dec 18, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 sold
Day after the tradeDec 19, 2025	Dec 19, 2025	$262.41	+1.13%	$367 gain missed
Day of disclosureJan 13, 2026	Jan 13, 2026	$278.77	+7.43%	$2,416 gain missed
30 days afterJan 20, 2026	Jan 20, 2026	$277.44	+6.92%	$2,250 gain missed
90 days afterMar 18, 2026	Mar 18, 2026	$258.51	−0.37%	$121 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$330.80	+27.5%	$8,933 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)

Prices

Dec 18, 2025Filed 26 days later

Member

Primo Brands CorpPRMBStock

Sale

$1,001 - $15,000

Disclosed 26 days after the trade. PRMB closed at $16.25 on Dec 18, 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 tradeDec 19, 2025	Dec 19, 2025	$16.10	−0.92%	$74 loss avoided
Day of disclosureJan 13, 2026	Jan 13, 2026	$18.15	+11.7%	$936 gain missed
30 days afterJan 20, 2026	Jan 20, 2026	$18.75	+15.4%	$1,231 gain missed
90 days afterMar 18, 2026	Mar 18, 2026	$19.77	+21.7%	$1,733 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$20.00	+23.1%	$1,846 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.

Dec 18, 2025Filed 26 days later

Member

MasTec, Inc. Common StockMTZStock

Sale

$15,001 - $50,000

Disclosed 26 days after the trade. MTZ closed at $213.96 on Dec 18, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 sold
Day after the tradeDec 19, 2025	Dec 19, 2025	$218.18	+1.97%	$641 gain missed
Day of disclosureJan 13, 2026	Jan 13, 2026	$226.07	+5.66%	$1,840 gain missed
30 days afterJan 20, 2026	Jan 20, 2026	$240.35	+12.3%	$4,009 gain missed
90 days afterMar 18, 2026	Mar 18, 2026	$303.07	+41.6%	$13,536 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$187.34	−12.4%	$4,044 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.

Dec 18, 2025Filed 26 days later

Member

Stride, Inc. Common StockLRNStock

Sale

$1,001 - $15,000

Disclosed 26 days after the trade. LRN closed at $65.78 on Dec 18, 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 tradeDec 19, 2025	Dec 19, 2025	$66.08	+0.46%	$36 gain missed
Day of disclosureJan 13, 2026	Jan 13, 2026	$69.03	+4.94%	$395 gain missed
30 days afterJan 20, 2026	Jan 20, 2026	$69.40	+5.50%	$440 gain missed
90 days afterMar 18, 2026	Mar 18, 2026	$87.01	+32.3%	$2,582 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$78.95	+20.0%	$1,602 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.

Dec 18, 2025Filed 26 days later

Member

Iron Mountain IncIRMStock

Sale

$1,001 - $15,000

Disclosed 26 days after the trade. IRM closed at $78.86 on Dec 18, 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 tradeDec 19, 2025	Dec 19, 2025	$80.09	+1.56%	$125 gain missed
Day of disclosureJan 13, 2026	Jan 13, 2026	$92.13	+16.8%	$1,346 gain missed
30 days afterJan 20, 2026	Jan 20, 2026	$92.35	+17.1%	$1,369 gain missed
90 days afterMar 18, 2026	Mar 18, 2026	$105.74	+34.1%	$2,727 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$113.06	+43.4%	$3,470 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.

Dec 18, 2025Filed 26 days later

Member

Goldman Sachs Group, Inc. (The) Common StockGSStock

Sale

$15,001 - $50,000

Disclosed 26 days after the trade. GS closed at $876.30 on Dec 18, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 sold
Day after the tradeDec 19, 2025	Dec 19, 2025	$893.48	+1.96%	$637 gain missed
Day of disclosureJan 13, 2026	Jan 13, 2026	$938.15	+7.06%	$2,294 gain missed
30 days afterJan 20, 2026	Jan 20, 2026	$943.37	+7.65%	$2,488 gain missed
90 days afterMar 18, 2026	Mar 18, 2026	$805.48	−8.08%	$2,627 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$884.81	+0.97%	$316 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.

Dec 18, 2025Filed 26 days later

Member

Dell Technologies Inc. Class C Common StockDELLStock

Sale

$15,001 - $50,000

Disclosed 26 days after the trade. DELL closed at $122.94 on Dec 18, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 sold
Day after the tradeDec 19, 2025	Dec 19, 2025	$126.42	+2.83%	$920 gain missed
Day of disclosureJan 13, 2026	Jan 13, 2026	$119.66	−2.67%	$867 loss avoided
30 days afterJan 20, 2026	Jan 20, 2026	$111.07	−9.66%	$3,138 loss avoided
90 days afterMar 18, 2026	Mar 18, 2026	$149.21	+21.4%	$6,945 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$461.56	+275.4%	$89,519 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.

Dec 18, 2025Filed 26 days later

Member

Credo Technology Group Holding LtdCRDOStock

Sale

$15,001 - $50,000

Disclosed 26 days after the trade. CRDO closed at $138.57 on Dec 18, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 sold
Day after the tradeDec 19, 2025	Dec 19, 2025	$150.13	+8.34%	$2,711 gain missed
Day of disclosureJan 13, 2026	Jan 13, 2026	$161.38	+16.5%	$5,350 gain missed
30 days afterJan 20, 2026	Jan 20, 2026	$153.22	+10.6%	$3,436 gain missed
90 days afterMar 18, 2026	Mar 18, 2026	$101.72	−26.6%	$8,643 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$171.51	+23.8%	$7,726 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.

Dec 18, 2025Filed 26 days later

Member

Coherent Corp. - Common StockCOHRStock

Sale

$15,001 - $50,000

Disclosed 26 days after the trade. COHR closed at $175.71 on Dec 18, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 sold
Day after the tradeDec 19, 2025	Dec 19, 2025	$185.83	+5.76%	$1,872 gain missed
Day of disclosureJan 13, 2026	Jan 13, 2026	$190.03	+8.15%	$2,649 gain missed
30 days afterJan 20, 2026	Jan 20, 2026	$193.46	+10.1%	$3,283 gain missed
90 days afterMar 18, 2026	Mar 18, 2026	$257.21	+46.4%	$15,075 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$231.80	+31.9%	$10,375 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.

Dec 18, 2025Filed 26 days later

Member

Applied Industrial Technologies, Inc. Common StockAITStock

Sale

$15,001 - $50,000

Disclosed 26 days after the trade. AIT closed at $259.48 on Dec 18, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 sold
Day after the tradeDec 19, 2025	Dec 19, 2025	$262.41	+1.13%	$367 gain missed
Day of disclosureJan 13, 2026	Jan 13, 2026	$278.77	+7.43%	$2,416 gain missed
30 days afterJan 20, 2026	Jan 20, 2026	$277.44	+6.92%	$2,250 gain missed
90 days afterMar 18, 2026	Mar 18, 2026	$258.51	−0.37%	$121 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$330.80	+27.5%	$8,933 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.

Dec 17, 2025Filed 27 days later

Joint

Primo Brands Corporation Class A Common StockPRMBStock

Sale

$1,001 - $15,000

Disclosed 27 days after the trade. PRMB closed at $16.32 on Dec 17, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeDec 18, 2025	Dec 18, 2025	$16.25	−0.43%	$34 loss avoided
Day of disclosureJan 13, 2026	Jan 13, 2026	$18.15	+11.2%	$897 gain missed
30 days afterJan 16, 2026	Jan 16, 2026	$18.81	+15.3%	$1,221 gain missed
90 days afterMar 17, 2026	Mar 17, 2026	$20.72	+27.0%	$2,157 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$20.00	+22.5%	$1,804 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.

Dec 18, 2025Filed 26 days later

Spouse

Primo Brands Corporation Class A Common StockPRMBStock

Sale

$1,001 - $15,000

Disclosed 26 days after the trade. PRMB closed at $16.25 on Dec 18, 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 tradeDec 19, 2025	Dec 19, 2025	$16.10	−0.92%	$74 loss avoided
Day of disclosureJan 13, 2026	Jan 13, 2026	$18.15	+11.7%	$936 gain missed
30 days afterJan 20, 2026	Jan 20, 2026	$18.75	+15.4%	$1,231 gain missed
90 days afterMar 18, 2026	Mar 18, 2026	$19.77	+21.7%	$1,733 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$20.00	+23.1%	$1,846 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.

Dec 18, 2025Filed 26 days later

Spouse

MasTec, Inc. Common StockMTZStock

Sale

$15,001 - $50,000

Disclosed 26 days after the trade. MTZ closed at $213.96 on Dec 18, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 sold
Day after the tradeDec 19, 2025	Dec 19, 2025	$218.18	+1.97%	$641 gain missed
Day of disclosureJan 13, 2026	Jan 13, 2026	$226.07	+5.66%	$1,840 gain missed
30 days afterJan 20, 2026	Jan 20, 2026	$240.35	+12.3%	$4,009 gain missed
90 days afterMar 18, 2026	Mar 18, 2026	$303.07	+41.6%	$13,536 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$187.34	−12.4%	$4,044 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.

Dec 18, 2025Filed 26 days later

Spouse

Stride, Inc. Common StockLRNStock

Sale

$1,001 - $15,000

Disclosed 26 days after the trade. LRN closed at $65.78 on Dec 18, 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 tradeDec 19, 2025	Dec 19, 2025	$66.08	+0.46%	$36 gain missed
Day of disclosureJan 13, 2026	Jan 13, 2026	$69.03	+4.94%	$395 gain missed
30 days afterJan 20, 2026	Jan 20, 2026	$69.40	+5.50%	$440 gain missed
90 days afterMar 18, 2026	Mar 18, 2026	$87.01	+32.3%	$2,582 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$78.95	+20.0%	$1,602 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.

Dec 18, 2025Filed 26 days later

Spouse

Iron Mountain IncIRMStock

Sale

$15,001 - $50,000

Disclosed 26 days after the trade. IRM closed at $78.86 on Dec 18, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 sold
Day after the tradeDec 19, 2025	Dec 19, 2025	$80.09	+1.56%	$507 gain missed
Day of disclosureJan 13, 2026	Jan 13, 2026	$92.13	+16.8%	$5,469 gain missed
30 days afterJan 20, 2026	Jan 20, 2026	$92.35	+17.1%	$5,560 gain missed
90 days afterMar 18, 2026	Mar 18, 2026	$105.74	+34.1%	$11,078 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$113.06	+43.4%	$14,095 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.

Dec 18, 2025Filed 26 days later

Spouse

Goldman Sachs Group, Inc. (The) Common StockGSStock

Sale

$15,001 - $50,000

Disclosed 26 days after the trade. GS closed at $876.30 on Dec 18, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 sold
Day after the tradeDec 19, 2025	Dec 19, 2025	$893.48	+1.96%	$637 gain missed
Day of disclosureJan 13, 2026	Jan 13, 2026	$938.15	+7.06%	$2,294 gain missed
30 days afterJan 20, 2026	Jan 20, 2026	$943.37	+7.65%	$2,488 gain missed
90 days afterMar 18, 2026	Mar 18, 2026	$805.48	−8.08%	$2,627 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$884.81	+0.97%	$316 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.

Dec 18, 2025Filed 26 days later

Spouse

Dell Technologies Inc. Class C Common StockDELLStock

Sale

$15,001 - $50,000

Disclosed 26 days after the trade. DELL closed at $122.94 on Dec 18, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 sold
Day after the tradeDec 19, 2025	Dec 19, 2025	$126.42	+2.83%	$920 gain missed
Day of disclosureJan 13, 2026	Jan 13, 2026	$119.66	−2.67%	$867 loss avoided
30 days afterJan 20, 2026	Jan 20, 2026	$111.07	−9.66%	$3,138 loss avoided
90 days afterMar 18, 2026	Mar 18, 2026	$149.21	+21.4%	$6,945 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$461.56	+275.4%	$89,519 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.

Dec 18, 2025Filed 26 days later

Spouse

Credo Technology Group Holding LtdCRDOStock

Sale

$15,001 - $50,000

Disclosed 26 days after the trade. CRDO closed at $138.57 on Dec 18, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 sold
Day after the tradeDec 19, 2025	Dec 19, 2025	$150.13	+8.34%	$2,711 gain missed
Day of disclosureJan 13, 2026	Jan 13, 2026	$161.38	+16.5%	$5,350 gain missed
30 days afterJan 20, 2026	Jan 20, 2026	$153.22	+10.6%	$3,436 gain missed
90 days afterMar 18, 2026	Mar 18, 2026	$101.72	−26.6%	$8,643 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$171.51	+23.8%	$7,726 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.

Dec 18, 2025Filed 26 days later

Spouse

Coherent Corp. Common StockCOHRStock

Sale

$15,001 - $50,000

Disclosed 26 days after the trade. COHR closed at $175.71 on Dec 18, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 sold
Day after the tradeDec 19, 2025	Dec 19, 2025	$185.83	+5.76%	$1,872 gain missed
Day of disclosureJan 13, 2026	Jan 13, 2026	$190.03	+8.15%	$2,649 gain missed
30 days afterJan 20, 2026	Jan 20, 2026	$193.46	+10.1%	$3,283 gain missed
90 days afterMar 18, 2026	Mar 18, 2026	$257.21	+46.4%	$15,075 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$231.80	+31.9%	$10,375 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.

Dec 18, 2025Filed 26 days later

Spouse

Applied Industrial Technologies, Inc. Common StockAITStock

Sale

$15,001 - $50,000

Disclosed 26 days after the trade. AIT closed at $259.48 on Dec 18, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 sold
Day after the tradeDec 19, 2025	Dec 19, 2025	$262.41	+1.13%	$367 gain missed
Day of disclosureJan 13, 2026	Jan 13, 2026	$278.77	+7.43%	$2,416 gain missed
30 days afterJan 20, 2026	Jan 20, 2026	$277.44	+6.92%	$2,250 gain missed
90 days afterMar 18, 2026	Mar 18, 2026	$258.51	−0.37%	$121 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$330.80	+27.5%	$8,933 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.

Zoetis Inc. Class A Common StockZTS

Stock

Transaction date: Nov 10, 2025Filed 25 days later
Type: Sale
Amount (as reported): $15,001 - $50,000
Owner: Joint

Disclosed 25 days after the trade. ZTS closed at $119.79 on Nov 10, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 sold
Day after the tradeNov 11, 2025	Nov 11, 2025	$120.12	+0.28%	$90 gain missed
Day of disclosureDec 5, 2025	Dec 5, 2025	$118.65	−0.95%	$309 loss avoided
30 days afterDec 10, 2025	Dec 10, 2025	$118.07	−1.44%	$467 loss avoided
90 days afterFeb 9, 2026	Feb 9, 2026	$127.30	+6.27%	$2,038 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$80.04	−33.2%	$10,785 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.

Pentair plc. Ordinary SharePNR

Stock

Transaction date: Nov 10, 2025Filed 25 days later
Type: Purchase
Amount (as reported): $15,001 - $50,000
Owner: Joint

Disclosed 25 days after the trade. PNR closed at $108.69 on Nov 10, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeNov 11, 2025	Nov 11, 2025	$108.24	−0.41%	−$135 loss
Day of disclosureDec 5, 2025	Dec 5, 2025	$104.25	−4.09%	−$1,328 loss
30 days afterDec 10, 2025	Dec 10, 2025	$105.25	−3.16%	−$1,029 loss
90 days afterFeb 9, 2026	Feb 9, 2026	$97.52	−10.3%	−$3,340 loss
Latest closeOct 20, 2026	Oct 20, 2026	$52.88	−51.3%	−$16,689 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)

Prices

Nov 10, 2025Filed 25 days later

Joint

Capital One Financial Corporation Common StockCOFStock

Purchase

$50,001 - $100,000

Disclosed 25 days after the trade. COF closed at $220.36 on Nov 10, 2025; changes are measured from that close.

Amount within the reported $50,001–$100,000$75,001

Point	Session	Close	Change	On $75,001 bought
Day after the tradeNov 11, 2025	Nov 11, 2025	$220.75	+0.18%	+$133 gain
Day of disclosureDec 5, 2025	Dec 5, 2025	$230.68	+4.68%	+$3,512 gain
30 days afterDec 10, 2025	Dec 10, 2025	$237.76	+7.90%	+$5,922 gain
90 days afterFeb 9, 2026	Feb 9, 2026	$222.76	+1.09%	+$817 gain
Latest closeOct 20, 2026	Oct 20, 2026	$201.56	−8.53%	−$6,399 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.

Nov 10, 2025Filed 25 days later

Joint

CSX Corporation - Common StockCSXStock

Sale

$15,001 - $50,000

Disclosed 25 days after the trade. CSX closed at $35.12 on Nov 10, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 sold
Day after the tradeNov 11, 2025	Nov 11, 2025	$34.98	−0.40%	$130 loss avoided
Day of disclosureDec 5, 2025	Dec 5, 2025	$36.30	+3.36%	$1,092 gain missed
30 days afterDec 10, 2025	Dec 10, 2025	$37.09	+5.61%	$1,823 gain missed
90 days afterFeb 9, 2026	Feb 9, 2026	$40.72	+15.9%	$5,182 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$48.08	+36.9%	$11,994 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.

Nov 10, 2025Filed 25 days later

Joint

Zoetis Inc. Class A Common StockZTSStock

Sale

$15,001 - $50,000

Disclosed 25 days after the trade. ZTS closed at $119.79 on Nov 10, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 sold
Day after the tradeNov 11, 2025	Nov 11, 2025	$120.12	+0.28%	$90 gain missed
Day of disclosureDec 5, 2025	Dec 5, 2025	$118.65	−0.95%	$309 loss avoided
30 days afterDec 10, 2025	Dec 10, 2025	$118.07	−1.44%	$467 loss avoided
90 days afterFeb 9, 2026	Feb 9, 2026	$127.30	+6.27%	$2,038 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$80.04	−33.2%	$10,785 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.

Nov 10, 2025Filed 25 days later

Joint

Pentair plc. Ordinary SharePNRStock

Purchase

$15,001 - $50,000

Disclosed 25 days after the trade. PNR closed at $108.69 on Nov 10, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeNov 11, 2025	Nov 11, 2025	$108.24	−0.41%	−$135 loss
Day of disclosureDec 5, 2025	Dec 5, 2025	$104.25	−4.09%	−$1,328 loss
30 days afterDec 10, 2025	Dec 10, 2025	$105.25	−3.16%	−$1,029 loss
90 days afterFeb 9, 2026	Feb 9, 2026	$97.52	−10.3%	−$3,340 loss
Latest closeOct 20, 2026	Oct 20, 2026	$52.88	−51.3%	−$16,689 loss

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

Microsoft CorpMSFT

Stock

Transaction date: Nov 3, 2025Filed 18 days later
Type: Purchase
Amount (as reported): $250,001 - $500,000
Owner: Joint

Disclosed 18 days after the trade. MSFT closed at $517.03 on Nov 3, 2025; changes are measured from that close.

Amount within the reported $250,001–$500,000$375,001

Point	Session	Close	Change	On $375,001 bought
Day after the tradeNov 4, 2025	Nov 4, 2025	$514.33	−0.52%	−$1,958 loss
Day of disclosureNov 21, 2025	Nov 21, 2025	$472.12	−8.69%	−$32,573 loss
30 days afterDec 3, 2025	Dec 3, 2025	$477.73	−7.60%	−$28,504 loss
90 days afterFeb 2, 2026	Feb 2, 2026	$423.37	−18.1%	−$67,931 loss
Latest closeOct 20, 2026	Oct 20, 2026	$531.87	+2.87%	+$10,763 gain

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

T-Mobile US, Inc. - Common StockTMUS

Stock

Transaction date: Nov 3, 2025Filed 18 days later
Type: Sale
Amount (as reported): $50,001 - $100,000
Owner: Joint

Disclosed 18 days after the trade. TMUS closed at $203.32 on Nov 3, 2025; changes are measured from that close.

Amount within the reported $50,001–$100,000$75,001

Point	Session	Close	Change	On $75,001 sold
Day after the tradeNov 4, 2025	Nov 4, 2025	$206.29	+1.46%	$1,096 gain missed
Day of disclosureNov 21, 2025	Nov 21, 2025	$209.48	+3.03%	$2,272 gain missed
30 days afterDec 3, 2025	Dec 3, 2025	$208.51	+2.55%	$1,914 gain missed
90 days afterFeb 2, 2026	Feb 2, 2026	$194.99	−4.10%	$3,073 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$157.75	−22.4%	$16,810 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)

Prices

Nov 3, 2025Filed 18 days later

Joint

Fiserv IncFIStock

Sale

$15,001 - $50,000

Disclosed 18 days after the trade. FI closed at $65.14 on Nov 3, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 sold
Day after the tradeNov 4, 2025	Nov 4, 2025	$64.45	−1.06%	$344 loss avoided
Day of disclosure	No trading within a week of Nov 21, 2025
30 days after	No trading within a week of Dec 3, 2025
90 days after	No trading within a week of Feb 1, 2026
Latest closeNov 19, 2025	Nov 19, 2025	$61.17	−6.09%	$1,981 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.

Nov 3, 2025Filed 18 days later

Joint

Chipotle Mexican Grill, Inc. Common StockCMGStock

Sale

$15,001 - $50,000

Disclosed 18 days after the trade. CMG closed at $31.51 on Nov 3, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 sold
Day after the tradeNov 4, 2025	Nov 4, 2025	$31.74	+0.73%	$237 gain missed
Day of disclosureNov 21, 2025	Nov 21, 2025	$31.63	+0.38%	$124 gain missed
30 days afterDec 3, 2025	Dec 3, 2025	$33.93	+7.68%	$2,496 gain missed
90 days afterFeb 2, 2026	Feb 2, 2026	$38.51	+22.2%	$7,220 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$29.65	−5.90%	$1,918 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.

Nov 3, 2025Filed 18 days later

Joint

Microsoft CorpMSFTStock

Purchase

$250,001 - $500,000

Disclosed 18 days after the trade. MSFT closed at $517.03 on Nov 3, 2025; changes are measured from that close.

Amount within the reported $250,001–$500,000$375,001

Point	Session	Close	Change	On $375,001 bought
Day after the tradeNov 4, 2025	Nov 4, 2025	$514.33	−0.52%	−$1,958 loss
Day of disclosureNov 21, 2025	Nov 21, 2025	$472.12	−8.69%	−$32,573 loss
30 days afterDec 3, 2025	Dec 3, 2025	$477.73	−7.60%	−$28,504 loss
90 days afterFeb 2, 2026	Feb 2, 2026	$423.37	−18.1%	−$67,931 loss
Latest closeOct 20, 2026	Oct 20, 2026	$531.87	+2.87%	+$10,763 gain

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

Nov 3, 2025Filed 18 days later

Joint

Berkshire Hathaway Cl BBRK.BStock

Sale

$15,001 - $50,000

No prices found

Nov 3, 2025Filed 18 days later

Joint

T-Mobile US, Inc. - Common StockTMUSStock

Sale

$50,001 - $100,000

Disclosed 18 days after the trade. TMUS closed at $203.32 on Nov 3, 2025; changes are measured from that close.

Amount within the reported $50,001–$100,000$75,001

Point	Session	Close	Change	On $75,001 sold
Day after the tradeNov 4, 2025	Nov 4, 2025	$206.29	+1.46%	$1,096 gain missed
Day of disclosureNov 21, 2025	Nov 21, 2025	$209.48	+3.03%	$2,272 gain missed
30 days afterDec 3, 2025	Dec 3, 2025	$208.51	+2.55%	$1,914 gain missed
90 days afterFeb 2, 2026	Feb 2, 2026	$194.99	−4.10%	$3,073 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$157.75	−22.4%	$16,810 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.

Wabtec CorpWAB

Stock

Transaction date: Sep 23, 2025Filed 8 days later
Type: Sale
Amount (as reported): $15,001 - $50,000
Owner: Spouse

Disclosed 8 days after the trade. WAB closed at $194.51 on Sep 23, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 sold
Day after the tradeSep 24, 2025	Sep 24, 2025	$192.31	−1.13%	$368 loss avoided
Day of disclosureOct 1, 2025	Oct 1, 2025	$198.56	+2.08%	$677 gain missed
30 days afterOct 23, 2025	Oct 23, 2025	$196.95	+1.25%	$408 gain missed
90 days afterDec 22, 2025	Dec 22, 2025	$221.71	+14.0%	$4,545 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$283.43	+45.7%	$14,858 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)

Prices

Sep 23, 2025Filed 8 days later

Member

Wabtec CorpWABStock

Sale

$15,001 - $50,000

Disclosed 8 days after the trade. WAB closed at $194.51 on Sep 23, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 sold
Day after the tradeSep 24, 2025	Sep 24, 2025	$192.31	−1.13%	$368 loss avoided
Day of disclosureOct 1, 2025	Oct 1, 2025	$198.56	+2.08%	$677 gain missed
30 days afterOct 23, 2025	Oct 23, 2025	$196.95	+1.25%	$408 gain missed
90 days afterDec 22, 2025	Dec 22, 2025	$221.71	+14.0%	$4,545 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$283.43	+45.7%	$14,858 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.

Sep 23, 2025Filed 8 days later

Joint

Wabtec CorpWABStock

Sale

$1,001 - $15,000

Disclosed 8 days after the trade. WAB closed at $194.51 on Sep 23, 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 tradeSep 24, 2025	Sep 24, 2025	$192.31	−1.13%	$90 loss avoided
Day of disclosureOct 1, 2025	Oct 1, 2025	$198.56	+2.08%	$167 gain missed
30 days afterOct 23, 2025	Oct 23, 2025	$196.95	+1.25%	$100 gain missed
90 days afterDec 22, 2025	Dec 22, 2025	$221.71	+14.0%	$1,119 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$283.43	+45.7%	$3,658 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.

Sep 23, 2025Filed 8 days later

Spouse

Wabtec CorpWABStock

Sale

$15,001 - $50,000

Disclosed 8 days after the trade. WAB closed at $194.51 on Sep 23, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 sold
Day after the tradeSep 24, 2025	Sep 24, 2025	$192.31	−1.13%	$368 loss avoided
Day of disclosureOct 1, 2025	Oct 1, 2025	$198.56	+2.08%	$677 gain missed
30 days afterOct 23, 2025	Oct 23, 2025	$196.95	+1.25%	$408 gain missed
90 days afterDec 22, 2025	Dec 22, 2025	$221.71	+14.0%	$4,545 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$283.43	+45.7%	$14,858 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.

ServiceNow, Inc. Common StockNOW

Stock

Transaction date: Sep 24, 2025Filed 7 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 7 days after the trade. NOW closed at $37.33 on Sep 24, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 bought
Day after the tradeSep 25, 2025	Sep 25, 2025	$36.74	−1.58%	−$127 loss
Day of disclosureOct 1, 2025	Oct 1, 2025	$36.50	−2.24%	−$180 loss
30 days afterOct 24, 2025	Oct 24, 2025	$37.21	−0.34%	−$27 loss
90 days afterDec 23, 2025	Dec 23, 2025	$154.36	+313.4%	+$25,079 gain
Latest closeOct 20, 2026	Oct 20, 2026	$149.54	+300.5%	+$24,046 gain

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

Intuit Inc. - Common StockINTU

Stock

Transaction date: Sep 24, 2025Filed 7 days later
Type: Purchase
Amount (as reported): $15,001 - $50,000
Owner: Joint

Disclosed 7 days after the trade. INTU closed at $694.79 on Sep 24, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeSep 25, 2025	Sep 25, 2025	$692.68	−0.30%	−$99 loss
Day of disclosureOct 1, 2025	Oct 1, 2025	$679.50	−2.20%	−$715 loss
30 days afterOct 24, 2025	Oct 24, 2025	$683.09	−1.68%	−$547 loss
90 days afterDec 23, 2025	Dec 23, 2025	$674.14	−2.97%	−$966 loss
Latest closeOct 20, 2026	Oct 20, 2026	$335.29	−51.7%	−$16,817 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.

Accenture PlcACN

Stock

Transaction date: Sep 24, 2025Filed 7 days later
Type: Sale
Amount (as reported): $15,001 - $50,000
Owner: Joint

Disclosed 7 days after the trade. ACN closed at $239.08 on Sep 24, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 sold
Day after the tradeSep 25, 2025	Sep 25, 2025	$232.56	−2.73%	$886 loss avoided
Day of disclosureOct 1, 2025	Oct 1, 2025	$243.71	+1.94%	$629 gain missed
30 days afterOct 24, 2025	Oct 24, 2025	$247.65	+3.58%	$1,165 gain missed
90 days afterDec 23, 2025	Dec 23, 2025	$270.77	+13.3%	$4,308 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$239.12	+0.02%	$5 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.

Intuitive Surgical, Inc. - Common StockISRG

Stock

Transaction date: Sep 24, 2025Filed 7 days later
Type: Purchase
Amount (as reported): $50,001 - $100,000
Owner: Joint

Disclosed 7 days after the trade. ISRG closed at $443.99 on Sep 24, 2025; changes are measured from that close.

Amount within the reported $50,001–$100,000$75,001

Point	Session	Close	Change	On $75,001 bought
Day after the tradeSep 25, 2025	Sep 25, 2025	$438.12	−1.32%	−$992 loss
Day of disclosureOct 1, 2025	Oct 1, 2025	$438.04	−1.34%	−$1,005 loss
30 days afterOct 24, 2025	Oct 24, 2025	$546.51	+23.1%	+$17,318 gain
90 days afterDec 23, 2025	Dec 23, 2025	$577.34	+30.0%	+$22,526 gain
Latest closeOct 20, 2026	Oct 20, 2026	$438.00	−1.35%	−$1,012 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.

Texas Instruments Incorporated - Common StockTXN

Stock

Transaction date: Sep 24, 2025Filed 7 days later
Type: Sale
Amount (as reported): $15,001 - $50,000
Owner: Joint

Disclosed 7 days after the trade. TXN closed at $184.44 on Sep 24, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 sold
Day after the tradeSep 25, 2025	Sep 25, 2025	$182.04	−1.30%	$423 loss avoided
Day of disclosureOct 1, 2025	Oct 1, 2025	$180.39	−2.20%	$714 loss avoided
30 days afterOct 24, 2025	Oct 24, 2025	$169.13	−8.30%	$2,698 loss avoided
90 days afterDec 23, 2025	Dec 23, 2025	$177.08	−3.99%	$1,297 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$277.78	+50.6%	$16,448 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.

iShares U.S. Health Care Providers ETFIHF

Stock

Transaction date: Sep 24, 2025Filed 7 days later
Type: Sale
Amount (as reported): $15,001 - $50,000
Owner: Joint

Disclosed 7 days after the trade. IHF closed at $49.19 on Sep 24, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 sold
Day after the tradeSep 25, 2025	Sep 25, 2025	$48.57	−1.26%	$410 loss avoided
Day of disclosureOct 1, 2025	Oct 1, 2025	$49.34	+0.30%	$99 gain missed
30 days afterOct 24, 2025	Oct 24, 2025	$51.11	+3.90%	$1,269 gain missed
90 days afterDec 23, 2025	Dec 23, 2025	$47.74	−2.95%	$958 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$60.32	+22.6%	$7,354 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)

Prices

Sep 24, 2025Filed 7 days later

Joint

Adobe Systems IncADBEStock

Sale

$15,001 - $50,000

Disclosed 7 days after the trade. ADBE closed at $353.27 on Sep 24, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 sold
Day after the tradeSep 25, 2025	Sep 25, 2025	$354.16	+0.25%	$82 gain missed
Day of disclosureOct 1, 2025	Oct 1, 2025	$343.72	−2.70%	$879 loss avoided
30 days afterOct 24, 2025	Oct 24, 2025	$353.52	+0.07%	$23 gain missed
90 days afterDec 23, 2025	Dec 23, 2025	$352.42	−0.24%	$78 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$256.73	−27.3%	$8,882 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.

Sep 24, 2025Filed 7 days later

Joint

Unitedhealth Group IncUNHStock

Purchase

$15,001 - $50,000

Disclosed 7 days after the trade. UNH closed at $351.81 on Sep 24, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeSep 25, 2025	Sep 25, 2025	$345.56	−1.78%	−$577 loss
Day of disclosureOct 1, 2025	Oct 1, 2025	$348.30	−1.00%	−$324 loss
30 days afterOct 24, 2025	Oct 24, 2025	$362.50	+3.04%	+$988 gain
90 days afterDec 23, 2025	Dec 23, 2025	$324.80	−7.68%	−$2,495 loss
Latest closeOct 20, 2026	Oct 20, 2026	$419.26	+19.2%	+$6,231 gain

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

Sep 24, 2025Filed 7 days later

Joint

ServiceNow, Inc. Common StockNOWStock

Purchase

$1,001 - $15,000

Disclosed 7 days after the trade. NOW closed at $37.33 on Sep 24, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 bought
Day after the tradeSep 25, 2025	Sep 25, 2025	$36.74	−1.58%	−$127 loss
Day of disclosureOct 1, 2025	Oct 1, 2025	$36.50	−2.24%	−$180 loss
30 days afterOct 24, 2025	Oct 24, 2025	$37.21	−0.34%	−$27 loss
90 days afterDec 23, 2025	Dec 23, 2025	$154.36	+313.4%	+$25,079 gain
Latest closeOct 20, 2026	Oct 20, 2026	$149.54	+300.5%	+$24,046 gain

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

Sep 24, 2025Filed 7 days later

Joint

Intuit Inc. - Common StockINTUStock

Purchase

$15,001 - $50,000

Disclosed 7 days after the trade. INTU closed at $694.79 on Sep 24, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeSep 25, 2025	Sep 25, 2025	$692.68	−0.30%	−$99 loss
Day of disclosureOct 1, 2025	Oct 1, 2025	$679.50	−2.20%	−$715 loss
30 days afterOct 24, 2025	Oct 24, 2025	$683.09	−1.68%	−$547 loss
90 days afterDec 23, 2025	Dec 23, 2025	$674.14	−2.97%	−$966 loss
Latest closeOct 20, 2026	Oct 20, 2026	$335.29	−51.7%	−$16,817 loss

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

Sep 24, 2025Filed 7 days later

Joint

Accenture PlcACNStock

Sale

$15,001 - $50,000

Disclosed 7 days after the trade. ACN closed at $239.08 on Sep 24, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 sold
Day after the tradeSep 25, 2025	Sep 25, 2025	$232.56	−2.73%	$886 loss avoided
Day of disclosureOct 1, 2025	Oct 1, 2025	$243.71	+1.94%	$629 gain missed
30 days afterOct 24, 2025	Oct 24, 2025	$247.65	+3.58%	$1,165 gain missed
90 days afterDec 23, 2025	Dec 23, 2025	$270.77	+13.3%	$4,308 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$239.12	+0.02%	$5 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.

Sep 24, 2025Filed 7 days later

Joint

Intuitive Surgical, Inc. - Common StockISRGStock

Purchase

$50,001 - $100,000

Disclosed 7 days after the trade. ISRG closed at $443.99 on Sep 24, 2025; changes are measured from that close.

Amount within the reported $50,001–$100,000$75,001

Point	Session	Close	Change	On $75,001 bought
Day after the tradeSep 25, 2025	Sep 25, 2025	$438.12	−1.32%	−$992 loss
Day of disclosureOct 1, 2025	Oct 1, 2025	$438.04	−1.34%	−$1,005 loss
30 days afterOct 24, 2025	Oct 24, 2025	$546.51	+23.1%	+$17,318 gain
90 days afterDec 23, 2025	Dec 23, 2025	$577.34	+30.0%	+$22,526 gain
Latest closeOct 20, 2026	Oct 20, 2026	$438.00	−1.35%	−$1,012 loss

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

Sep 24, 2025Filed 7 days later

Joint

Texas Instruments Incorporated - Common StockTXNStock

Sale

$15,001 - $50,000

Disclosed 7 days after the trade. TXN closed at $184.44 on Sep 24, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 sold
Day after the tradeSep 25, 2025	Sep 25, 2025	$182.04	−1.30%	$423 loss avoided
Day of disclosureOct 1, 2025	Oct 1, 2025	$180.39	−2.20%	$714 loss avoided
30 days afterOct 24, 2025	Oct 24, 2025	$169.13	−8.30%	$2,698 loss avoided
90 days afterDec 23, 2025	Dec 23, 2025	$177.08	−3.99%	$1,297 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$277.78	+50.6%	$16,448 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.

Sep 24, 2025Filed 7 days later

Joint

iShares U.S. Health Care Providers ETFIHFStock

Sale

$15,001 - $50,000

Disclosed 7 days after the trade. IHF closed at $49.19 on Sep 24, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 sold
Day after the tradeSep 25, 2025	Sep 25, 2025	$48.57	−1.26%	$410 loss avoided
Day of disclosureOct 1, 2025	Oct 1, 2025	$49.34	+0.30%	$99 gain missed
30 days afterOct 24, 2025	Oct 24, 2025	$51.11	+3.90%	$1,269 gain missed
90 days afterDec 23, 2025	Dec 23, 2025	$47.74	−2.95%	$958 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$60.32	+22.6%	$7,354 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.