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 Sep 17, 2025 · Senate eFD

View original filing

MASSACHUSETTS ST DEV FIN AGY REV BDS WELLFORCE INC 2020
Municipal Security
Rate/Coupon: 5.0% Matures: 10/01/31
Transaction date
Sep 9, 2025Filed 8 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
Sep 9, 2025Filed 8 days later	Joint	MASSACHUSETTS ST DEV FIN AGY REV BDS WELLFORCE INC 2020Municipal SecurityRate/Coupon: 5.0% Matures: 10/01/31	Purchase	$50,001 - $100,000	No ticker reported

Periodic Transaction Report · filed Aug 18, 2025 · Senate eFD

View original filing

UnitedHealth Group Incorporated Common Stock (DE)UNH

Stock

Transaction date: Aug 1, 2025Filed 17 days later
Type: Partial sale
Amount (as reported): $15,001 - $50,000
Owner: Joint

Disclosed 17 days after the trade. UNH closed at $237.77 on Aug 1, 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 tradeAug 4, 2025	Aug 4, 2025	$240.98	+1.35%	$439 gain missed
Day of disclosureAug 18, 2025	Aug 18, 2025	$308.49	+29.7%	$9,667 gain missed
30 days afterSep 2, 2025	Sep 2, 2025	$308.80	+29.9%	$9,709 gain missed
90 days afterOct 30, 2025	Oct 30, 2025	$344.75	+45.0%	$14,623 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$419.26	+76.3%	$24,808 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

Aug 1, 2025Filed 17 days later

Joint

UnitedHealth Group Incorporated Common Stock (DE)UNHStock

Partial sale

$15,001 - $50,000

Disclosed 17 days after the trade. UNH closed at $237.77 on Aug 1, 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 tradeAug 4, 2025	Aug 4, 2025	$240.98	+1.35%	$439 gain missed
Day of disclosureAug 18, 2025	Aug 18, 2025	$308.49	+29.7%	$9,667 gain missed
30 days afterSep 2, 2025	Sep 2, 2025	$308.80	+29.9%	$9,709 gain missed
90 days afterOct 30, 2025	Oct 30, 2025	$344.75	+45.0%	$14,623 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$419.26	+76.3%	$24,808 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 Aug 13, 2025 · Senate eFD

View original filing

Shopify IncSHOP

Stock

Transaction date: Jan 3, 2023Filed 953 days later · past 45 days
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Spouse

Disclosed 953 days after the trade. SHOP closed at $35.68 on Jan 3, 2023; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJan 4, 2023	Jan 4, 2023	$37.54	+5.21%	+$417 gain
Day of disclosureAug 13, 2025	Aug 13, 2025	$150.09	+320.7%	+$25,656 gain
30 days afterFeb 2, 2023	Feb 2, 2023	$53.63	+50.3%	+$4,025 gain
90 days afterApr 3, 2023	Apr 3, 2023	$47.68	+33.6%	+$2,691 gain
Latest closeOct 20, 2026	Oct 20, 2026	$173.48	+386.2%	+$30,901 gain

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

PayPal Holdings, Inc. - Common StockPYPL

Stock

Transaction date: Jan 3, 2023Filed 953 days later · past 45 days
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Spouse

Disclosed 953 days after the trade. PYPL closed at $74.58 on Jan 3, 2023; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJan 4, 2023	Jan 4, 2023	$77.69	+4.17%	+$334 gain
Day of disclosureAug 13, 2025	Aug 13, 2025	$70.63	−5.30%	−$424 loss
30 days afterFeb 2, 2023	Feb 2, 2023	$86.96	+16.6%	+$1,328 gain
90 days afterApr 3, 2023	Apr 3, 2023	$75.29	+0.95%	+$76 gain
Latest closeOct 20, 2026	Oct 20, 2026	$57.14	−23.4%	−$1,871 loss

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

Periodic Transaction Report · filed Aug 12, 2025 · Amendment 1 of the report dated May 1, 2024 · Senate eFD

View original filing

Zoetis Inc. Class A Common StockZTS

Stock

Transaction date: Apr 3, 2024Amendment filed 496 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Spouse

Disclosed 496 days after the trade. ZTS closed at $162.97 on Apr 3, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeApr 4, 2024	Apr 4, 2024	$165.52	+1.56%	$125 gain missed
Day of disclosureAug 12, 2025	Aug 12, 2025	$149.77	−8.10%	$648 loss avoided
30 days afterMay 3, 2024	May 3, 2024	$167.07	+2.52%	$201 gain missed
90 days afterJul 2, 2024	Jul 2, 2024	$174.81	+7.27%	$581 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$80.04	−50.9%	$4,071 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

Apr 3, 2024Amendment filed 496 days later

Spouse

Zoetis Inc. Class A Common StockZTSStock

Partial sale

Disclosed 496 days after the trade. ZTS closed at $162.97 on Apr 3, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeApr 4, 2024	Apr 4, 2024	$165.52	+1.56%	$125 gain missed
Day of disclosureAug 12, 2025	Aug 12, 2025	$149.77	−8.10%	$648 loss avoided
30 days afterMay 3, 2024	May 3, 2024	$167.07	+2.52%	$201 gain missed
90 days afterJul 2, 2024	Jul 2, 2024	$174.81	+7.27%	$581 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$80.04	−50.9%	$4,071 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 Aug 12, 2025 · Amendment 1 of the report dated Jan 26, 2024 · Senate eFD
View original filing
- JOHNSTON CNTY N C GO REF BDS 2010-A
  Municipal Security
  Rate/Coupon: 5.0% Matures: 02/01/2024
  Transaction date
  Jan 18, 2024Amendment filed 572 days later
  Type
  Sale
  Amount (as reported)
  $50,001 - $100,000
  Owner
  Joint
  No ticker reported
- CENTRAL WEBER UTAH SWR IMPT DIST SWR REV BDS 2023
  Municipal Security
  Rate/Coupon: 5.0% Matures: 03/01/2024
  Transaction date
  Jan 18, 2024Amendment filed 572 days later
  Type
  Sale
  Amount (as reported)
  $50,001 - $100,000
  Owner
  Joint
  No ticker reported
- AUSTIN TEX PUB IMPT REF BDS 2023
  Municipal Security
  Rate/Coupon: 5.0% Matures: 09/01/2024
  Transaction date
  Jan 18, 2024Amendment filed 572 days later
  Type
  Sale
  Amount (as reported)

Periodic Transaction Report · filed Aug 12, 2025 · Amendment 1 of the report dated Dec 3, 2024 · Senate eFD

View original filing

Invesco Optimum Yield Diversified Commodity StratePDBC

Stock

Transaction date: Nov 12, 2024Amendment filed 273 days later
Type: Purchase
Amount (as reported): $15,001 - $50,000
Owner: Joint

Disclosed 273 days after the trade. PDBC closed at $13.30 on Nov 12, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeNov 13, 2024	Nov 13, 2024	$13.26	−0.30%	−$98 loss
Day of disclosureAug 12, 2025	Aug 12, 2025	$12.99	−2.33%	−$758 loss
30 days afterDec 12, 2024	Dec 12, 2024	$13.52	+1.65%	+$538 gain
90 days afterFeb 10, 2025	Feb 10, 2025	$13.60	+2.26%	+$733 gain
Latest closeOct 20, 2026	Oct 20, 2026	$20.02	+50.5%	+$16,422 gain

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

Pimco Commoditiesplus Strategy Fund Class I-2PCLPX

Stock

Transaction date: Nov 12, 2024Amendment filed 273 days later
Type: Partial sale
Amount (as reported): $15,001 - $50,000
Owner: Joint

Disclosed 273 days after the trade. PCLPX closed at $6.43 on Nov 12, 2024; 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 13, 2024	Nov 13, 2024	$6.43	0.00%	$0
Day of disclosureAug 12, 2025	Aug 12, 2025	$6.49	+0.93%	$303 gain missed
30 days afterDec 12, 2024	Dec 12, 2024	$6.62	+2.95%	$960 gain missed
90 days afterFeb 10, 2025	Feb 10, 2025	$6.82	+6.07%	$1,971 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$8.50	+32.2%	$10,463 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 Aug 12, 2025 · Senate eFD
View original filing
- Univ OK Rev
  Municipal Security
  Rate/Coupon: 5.0% Matures: 07/01/28
  Transaction date
  Jul 23, 2024Filed 385 days later · past 45 days
  Type
  Sale
  Amount (as reported)
  $15,001 - $50,000
  Owner
  Member
  No ticker reported
- Tulsa Cnty OK ISD GO Unltd
  Municipal Security
  Rate/Coupon: 4.5% Matures: 03/01/26
  Transaction date
  Jul 23, 2024Filed 385 days later · past 45 days
  Type
  Sale
  Amount (as reported)
  $100,001 - $250,000
  Owner
  Member
  No ticker reported
- Tulsa Cnty OK Indl Auth Eductn Rev
  Municipal Security
  Rate/Coupon: 5.0% Matures: 09/01/27
  Transaction date
  Jul 23, 2024Filed 385 days later · past 45 days
  Type
Periodic Transaction Report · filed Jul 30, 2025 · Senate eFD
View original filing
- Oklahoma St Turnpike Auth Rev
  Municipal Security
  Rate/Coupon: 5.0% Matures: 01/01/25
  Transaction date
  Oct 30, 2023Filed 639 days later · past 45 days
  Type
  Purchase
  Amount (as reported)
  $15,001 - $50,000
  Owner
  Member
  No ticker reported
- Oklahoma St Dev Fin Auth Hlths Rev
  Municipal Security
  Rate/Coupon: .41% Matures: 08/15/31
  Transaction date
  Nov 29, 2023Filed 609 days later · past 45 days
  Type
  Purchase
  Amount (as reported)
  $250,001 - $500,000
  Owner
  Member
  No ticker reported
- Oklahoma St Dev Fin Auth Hlths Rev Adj
  Municipal Security
  Rate/Coupon: .41% Matures: 08/15/31
  Transaction date
  Oct 23, 2023Filed 646 days later · past 45 days
Periodic Transaction Report · filed Jul 16, 2025 · Senate eFD
View original filing
- New York City Municipal Water Fin Authority Water & Sewer Revenue Bond
  Municipal Security
  Rate/Coupon: 5.0% Matures: 06/15/2039
  Comment: MFI68
  Transaction date
  Jun 16, 2025Filed 30 days later
  Type
  Sale
  Amount (as reported)
  $50,001 - $100,000
  Owner
  Joint
  No ticker reported
- Florida State Department General Services Division Facilities Mgmt Revenue Pool
  Municipal Security
  Rate/Coupon: 4.0% Matures: 09/01/2030
  Comment: MFI68
  Transaction date
  Jun 18, 2025Filed 28 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

Periodic Transaction Report · filed Jun 11, 2025 · Senate eFD

View original filing

Adobe Systems IncADBE

Stock

Comment: MFI67

Transaction date: May 13, 2025Filed 29 days later
Type: Purchase
Amount (as reported): $15,001 - $50,000
Owner: Joint

Disclosed 29 days after the trade. ADBE closed at $397.40 on May 13, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeMay 14, 2025	May 14, 2025	$399.47	+0.52%	+$169 gain
Day of disclosureJun 11, 2025	Jun 11, 2025	$412.84	+3.89%	+$1,263 gain
30 days afterJun 12, 2025	Jun 12, 2025	$413.68	+4.10%	+$1,331 gain
90 days afterAug 11, 2025	Aug 11, 2025	$333.65	−16.0%	−$5,214 loss
Latest closeOct 20, 2026	Oct 20, 2026	$256.73	−35.4%	−$11,505 loss

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

Applied Materials, Inc. - Common StockAMAT

Stock

Comment: MFI67

Transaction date: May 13, 2025Filed 29 days later
Type: Purchase
Amount (as reported): $15,001 - $50,000
Owner: Joint

Disclosed 29 days after the trade. AMAT closed at $173.03 on May 13, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeMay 14, 2025	May 14, 2025	$174.14	+0.64%	+$208 gain
Day of disclosureJun 11, 2025	Jun 11, 2025	$172.79	−0.14%	−$45 loss
30 days afterJun 12, 2025	Jun 12, 2025	$175.00	+1.14%	+$370 gain
90 days afterAug 11, 2025	Aug 11, 2025	$184.38	+6.56%	+$2,132 gain
Latest closeOct 20, 2026	Oct 20, 2026	$404.98	+134.1%	+$43,568 gain

Estimates: filers report neither the price nor the 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 Sep 17, 2025 · Senate eFD

View original filing

MASSACHUSETTS ST DEV FIN AGY REV BDS WELLFORCE INC 2020
Municipal Security
Rate/Coupon: 5.0% Matures: 10/01/31
Transaction date
Sep 9, 2025Filed 8 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
Sep 9, 2025Filed 8 days later	Joint	MASSACHUSETTS ST DEV FIN AGY REV BDS WELLFORCE INC 2020Municipal SecurityRate/Coupon: 5.0% Matures: 10/01/31	Purchase	$50,001 - $100,000	No ticker reported

Periodic Transaction Report · filed Aug 18, 2025 · Senate eFD

View original filing

UnitedHealth Group Incorporated Common Stock (DE)UNH

Stock

Transaction date: Aug 1, 2025Filed 17 days later
Type: Partial sale
Amount (as reported): $15,001 - $50,000
Owner: Joint

Disclosed 17 days after the trade. UNH closed at $237.77 on Aug 1, 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 tradeAug 4, 2025	Aug 4, 2025	$240.98	+1.35%	$439 gain missed
Day of disclosureAug 18, 2025	Aug 18, 2025	$308.49	+29.7%	$9,667 gain missed
30 days afterSep 2, 2025	Sep 2, 2025	$308.80	+29.9%	$9,709 gain missed
90 days afterOct 30, 2025	Oct 30, 2025	$344.75	+45.0%	$14,623 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$419.26	+76.3%	$24,808 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

Aug 1, 2025Filed 17 days later

Joint

UnitedHealth Group Incorporated Common Stock (DE)UNHStock

Partial sale

$15,001 - $50,000

Disclosed 17 days after the trade. UNH closed at $237.77 on Aug 1, 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 tradeAug 4, 2025	Aug 4, 2025	$240.98	+1.35%	$439 gain missed
Day of disclosureAug 18, 2025	Aug 18, 2025	$308.49	+29.7%	$9,667 gain missed
30 days afterSep 2, 2025	Sep 2, 2025	$308.80	+29.9%	$9,709 gain missed
90 days afterOct 30, 2025	Oct 30, 2025	$344.75	+45.0%	$14,623 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$419.26	+76.3%	$24,808 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 Aug 13, 2025 · Senate eFD

View original filing

Shopify IncSHOP

Stock

Transaction date: Jan 3, 2023Filed 953 days later · past 45 days
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Spouse

Disclosed 953 days after the trade. SHOP closed at $35.68 on Jan 3, 2023; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJan 4, 2023	Jan 4, 2023	$37.54	+5.21%	+$417 gain
Day of disclosureAug 13, 2025	Aug 13, 2025	$150.09	+320.7%	+$25,656 gain
30 days afterFeb 2, 2023	Feb 2, 2023	$53.63	+50.3%	+$4,025 gain
90 days afterApr 3, 2023	Apr 3, 2023	$47.68	+33.6%	+$2,691 gain
Latest closeOct 20, 2026	Oct 20, 2026	$173.48	+386.2%	+$30,901 gain

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

PayPal Holdings, Inc. - Common StockPYPL

Stock

Transaction date: Jan 3, 2023Filed 953 days later · past 45 days
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Spouse

Disclosed 953 days after the trade. PYPL closed at $74.58 on Jan 3, 2023; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJan 4, 2023	Jan 4, 2023	$77.69	+4.17%	+$334 gain
Day of disclosureAug 13, 2025	Aug 13, 2025	$70.63	−5.30%	−$424 loss
30 days afterFeb 2, 2023	Feb 2, 2023	$86.96	+16.6%	+$1,328 gain
90 days afterApr 3, 2023	Apr 3, 2023	$75.29	+0.95%	+$76 gain
Latest closeOct 20, 2026	Oct 20, 2026	$57.14	−23.4%	−$1,871 loss

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

Periodic Transaction Report · filed Aug 12, 2025 · Amendment 1 of the report dated May 1, 2024 · Senate eFD

View original filing

Zoetis Inc. Class A Common StockZTS

Stock

Transaction date: Apr 3, 2024Amendment filed 496 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Spouse

Disclosed 496 days after the trade. ZTS closed at $162.97 on Apr 3, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeApr 4, 2024	Apr 4, 2024	$165.52	+1.56%	$125 gain missed
Day of disclosureAug 12, 2025	Aug 12, 2025	$149.77	−8.10%	$648 loss avoided
30 days afterMay 3, 2024	May 3, 2024	$167.07	+2.52%	$201 gain missed
90 days afterJul 2, 2024	Jul 2, 2024	$174.81	+7.27%	$581 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$80.04	−50.9%	$4,071 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

Apr 3, 2024Amendment filed 496 days later

Spouse

Zoetis Inc. Class A Common StockZTSStock

Partial sale

Disclosed 496 days after the trade. ZTS closed at $162.97 on Apr 3, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeApr 4, 2024	Apr 4, 2024	$165.52	+1.56%	$125 gain missed
Day of disclosureAug 12, 2025	Aug 12, 2025	$149.77	−8.10%	$648 loss avoided
30 days afterMay 3, 2024	May 3, 2024	$167.07	+2.52%	$201 gain missed
90 days afterJul 2, 2024	Jul 2, 2024	$174.81	+7.27%	$581 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$80.04	−50.9%	$4,071 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 Aug 12, 2025 · Amendment 1 of the report dated Jan 26, 2024 · Senate eFD
View original filing
- JOHNSTON CNTY N C GO REF BDS 2010-A
  Municipal Security
  Rate/Coupon: 5.0% Matures: 02/01/2024
  Transaction date
  Jan 18, 2024Amendment filed 572 days later
  Type
  Sale
  Amount (as reported)
  $50,001 - $100,000
  Owner
  Joint
  No ticker reported
- CENTRAL WEBER UTAH SWR IMPT DIST SWR REV BDS 2023
  Municipal Security
  Rate/Coupon: 5.0% Matures: 03/01/2024
  Transaction date
  Jan 18, 2024Amendment filed 572 days later
  Type
  Sale
  Amount (as reported)
  $50,001 - $100,000
  Owner
  Joint
  No ticker reported
- AUSTIN TEX PUB IMPT REF BDS 2023
  Municipal Security
  Rate/Coupon: 5.0% Matures: 09/01/2024
  Transaction date
  Jan 18, 2024Amendment filed 572 days later
  Type
  Sale
  Amount (as reported)

Periodic Transaction Report · filed Aug 12, 2025 · Amendment 1 of the report dated Dec 3, 2024 · Senate eFD

View original filing

Invesco Optimum Yield Diversified Commodity StratePDBC

Stock

Transaction date: Nov 12, 2024Amendment filed 273 days later
Type: Purchase
Amount (as reported): $15,001 - $50,000
Owner: Joint

Disclosed 273 days after the trade. PDBC closed at $13.30 on Nov 12, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeNov 13, 2024	Nov 13, 2024	$13.26	−0.30%	−$98 loss
Day of disclosureAug 12, 2025	Aug 12, 2025	$12.99	−2.33%	−$758 loss
30 days afterDec 12, 2024	Dec 12, 2024	$13.52	+1.65%	+$538 gain
90 days afterFeb 10, 2025	Feb 10, 2025	$13.60	+2.26%	+$733 gain
Latest closeOct 20, 2026	Oct 20, 2026	$20.02	+50.5%	+$16,422 gain

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

Pimco Commoditiesplus Strategy Fund Class I-2PCLPX

Stock

Transaction date: Nov 12, 2024Amendment filed 273 days later
Type: Partial sale
Amount (as reported): $15,001 - $50,000
Owner: Joint

Disclosed 273 days after the trade. PCLPX closed at $6.43 on Nov 12, 2024; 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 13, 2024	Nov 13, 2024	$6.43	0.00%	$0
Day of disclosureAug 12, 2025	Aug 12, 2025	$6.49	+0.93%	$303 gain missed
30 days afterDec 12, 2024	Dec 12, 2024	$6.62	+2.95%	$960 gain missed
90 days afterFeb 10, 2025	Feb 10, 2025	$6.82	+6.07%	$1,971 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$8.50	+32.2%	$10,463 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 Aug 12, 2025 · Senate eFD
View original filing
- Univ OK Rev
  Municipal Security
  Rate/Coupon: 5.0% Matures: 07/01/28
  Transaction date
  Jul 23, 2024Filed 385 days later · past 45 days
  Type
  Sale
  Amount (as reported)
  $15,001 - $50,000
  Owner
  Member
  No ticker reported
- Tulsa Cnty OK ISD GO Unltd
  Municipal Security
  Rate/Coupon: 4.5% Matures: 03/01/26
  Transaction date
  Jul 23, 2024Filed 385 days later · past 45 days
  Type
  Sale
  Amount (as reported)
  $100,001 - $250,000
  Owner
  Member
  No ticker reported
- Tulsa Cnty OK Indl Auth Eductn Rev
  Municipal Security
  Rate/Coupon: 5.0% Matures: 09/01/27
  Transaction date
  Jul 23, 2024Filed 385 days later · past 45 days
  Type
Periodic Transaction Report · filed Jul 30, 2025 · Senate eFD
View original filing
- Oklahoma St Turnpike Auth Rev
  Municipal Security
  Rate/Coupon: 5.0% Matures: 01/01/25
  Transaction date
  Oct 30, 2023Filed 639 days later · past 45 days
  Type
  Purchase
  Amount (as reported)
  $15,001 - $50,000
  Owner
  Member
  No ticker reported
- Oklahoma St Dev Fin Auth Hlths Rev
  Municipal Security
  Rate/Coupon: .41% Matures: 08/15/31
  Transaction date
  Nov 29, 2023Filed 609 days later · past 45 days
  Type
  Purchase
  Amount (as reported)
  $250,001 - $500,000
  Owner
  Member
  No ticker reported
- Oklahoma St Dev Fin Auth Hlths Rev Adj
  Municipal Security
  Rate/Coupon: .41% Matures: 08/15/31
  Transaction date
  Oct 23, 2023Filed 646 days later · past 45 days
Periodic Transaction Report · filed Jul 16, 2025 · Senate eFD
View original filing
- New York City Municipal Water Fin Authority Water & Sewer Revenue Bond
  Municipal Security
  Rate/Coupon: 5.0% Matures: 06/15/2039
  Comment: MFI68
  Transaction date
  Jun 16, 2025Filed 30 days later
  Type
  Sale
  Amount (as reported)
  $50,001 - $100,000
  Owner
  Joint
  No ticker reported
- Florida State Department General Services Division Facilities Mgmt Revenue Pool
  Municipal Security
  Rate/Coupon: 4.0% Matures: 09/01/2030
  Comment: MFI68
  Transaction date
  Jun 18, 2025Filed 28 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

Periodic Transaction Report · filed Jun 11, 2025 · Senate eFD

View original filing

Adobe Systems IncADBE

Stock

Comment: MFI67

Transaction date: May 13, 2025Filed 29 days later
Type: Purchase
Amount (as reported): $15,001 - $50,000
Owner: Joint

Disclosed 29 days after the trade. ADBE closed at $397.40 on May 13, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeMay 14, 2025	May 14, 2025	$399.47	+0.52%	+$169 gain
Day of disclosureJun 11, 2025	Jun 11, 2025	$412.84	+3.89%	+$1,263 gain
30 days afterJun 12, 2025	Jun 12, 2025	$413.68	+4.10%	+$1,331 gain
90 days afterAug 11, 2025	Aug 11, 2025	$333.65	−16.0%	−$5,214 loss
Latest closeOct 20, 2026	Oct 20, 2026	$256.73	−35.4%	−$11,505 loss

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

Applied Materials, Inc. - Common StockAMAT

Stock

Comment: MFI67

Transaction date: May 13, 2025Filed 29 days later
Type: Purchase
Amount (as reported): $15,001 - $50,000
Owner: Joint

Disclosed 29 days after the trade. AMAT closed at $173.03 on May 13, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeMay 14, 2025	May 14, 2025	$174.14	+0.64%	+$208 gain
Day of disclosureJun 11, 2025	Jun 11, 2025	$172.79	−0.14%	−$45 loss
30 days afterJun 12, 2025	Jun 12, 2025	$175.00	+1.14%	+$370 gain
90 days afterAug 11, 2025	Aug 11, 2025	$184.38	+6.56%	+$2,132 gain
Latest closeOct 20, 2026	Oct 20, 2026	$404.98	+134.1%	+$43,568 gain

Estimates: filers report neither the price nor the 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 3, 2023Filed 953 days later · past 45 days
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Spouse

Disclosed 953 days after the trade. FCFS closed at $88.00 on Jan 3, 2023; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJan 4, 2023	Jan 4, 2023	$86.70	−1.48%	−$118 loss
Day of disclosureAug 13, 2025	Aug 13, 2025	$139.27	+58.3%	+$4,661 gain
30 days afterFeb 2, 2023	Feb 2, 2023	$91.05	+3.47%	+$277 gain
90 days afterApr 3, 2023	Apr 3, 2023	$95.84	+8.91%	+$713 gain
Latest closeOct 20, 2026	Oct 20, 2026	$214.78	+144.1%	+$11,527 gain

Estimates: filers report neither the price nor the 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 3, 2023Filed 953 days later · past 45 days

Spouse

Shopify IncSHOPStock

Purchase

$1,001 - $15,000

Disclosed 953 days after the trade. SHOP closed at $35.68 on Jan 3, 2023; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJan 4, 2023	Jan 4, 2023	$37.54	+5.21%	+$417 gain
Day of disclosureAug 13, 2025	Aug 13, 2025	$150.09	+320.7%	+$25,656 gain
30 days afterFeb 2, 2023	Feb 2, 2023	$53.63	+50.3%	+$4,025 gain
90 days afterApr 3, 2023	Apr 3, 2023	$47.68	+33.6%	+$2,691 gain
Latest closeOct 20, 2026	Oct 20, 2026	$173.48	+386.2%	+$30,901 gain

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

Jan 3, 2023Filed 953 days later · past 45 days

Spouse

PayPal Holdings, Inc. - Common StockPYPLStock

Purchase

$1,001 - $15,000

Disclosed 953 days after the trade. PYPL closed at $74.58 on Jan 3, 2023; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJan 4, 2023	Jan 4, 2023	$77.69	+4.17%	+$334 gain
Day of disclosureAug 13, 2025	Aug 13, 2025	$70.63	−5.30%	−$424 loss
30 days afterFeb 2, 2023	Feb 2, 2023	$86.96	+16.6%	+$1,328 gain
90 days afterApr 3, 2023	Apr 3, 2023	$75.29	+0.95%	+$76 gain
Latest closeOct 20, 2026	Oct 20, 2026	$57.14	−23.4%	−$1,871 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 3, 2023Filed 953 days later · past 45 days

Spouse

FirstCash Holdings, Inc. - Common StockFCFSStock

Purchase

$1,001 - $15,000

Disclosed 953 days after the trade. FCFS closed at $88.00 on Jan 3, 2023; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJan 4, 2023	Jan 4, 2023	$86.70	−1.48%	−$118 loss
Day of disclosureAug 13, 2025	Aug 13, 2025	$139.27	+58.3%	+$4,661 gain
30 days afterFeb 2, 2023	Feb 2, 2023	$91.05	+3.47%	+$277 gain
90 days afterApr 3, 2023	Apr 3, 2023	$95.84	+8.91%	+$713 gain
Latest closeOct 20, 2026	Oct 20, 2026	$214.78	+144.1%	+$11,527 gain

Estimates: filers report neither the price nor the 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: Jan 4, 2024Amendment filed 586 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Spouse

Disclosed 586 days after the trade. ZTS closed at $194.04 on Jan 4, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJan 5, 2024	Jan 5, 2024	$194.85	+0.42%	+$33 gain
Day of disclosureAug 12, 2025	Aug 12, 2025	$149.77	−22.8%	−$1,825 loss
30 days afterFeb 5, 2024	Feb 5, 2024	$190.17	−1.99%	−$160 loss
90 days afterApr 3, 2024	Apr 3, 2024	$162.97	−16.0%	−$1,281 loss
Latest closeOct 20, 2026	Oct 20, 2026	$80.04	−58.8%	−$4,701 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.

Sprouts Farmers Market, Inc. - Common StockSFM

Stock

Transaction date: Jan 4, 2024Amendment filed 586 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Spouse

Disclosed 586 days after the trade. SFM closed at $49.01 on Jan 4, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJan 5, 2024	Jan 5, 2024	$49.20	+0.39%	+$31 gain
Day of disclosureAug 12, 2025	Aug 12, 2025	$147.83	+201.6%	+$16,133 gain
30 days afterFeb 5, 2024	Feb 5, 2024	$51.22	+4.51%	+$361 gain
90 days afterApr 3, 2024	Apr 3, 2024	$63.29	+29.1%	+$2,331 gain
Latest closeOct 20, 2026	Oct 20, 2026	$64.72	+32.1%	+$2,565 gain

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

Ollie's Bargain Outlet Holdings, Inc. - Common StoOLLI

Stock

Transaction date: Jan 4, 2024Amendment filed 586 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Spouse

Disclosed 586 days after the trade. OLLI closed at $70.78 on Jan 4, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJan 5, 2024	Jan 5, 2024	$70.17	−0.86%	−$69 loss
Day of disclosureAug 12, 2025	Aug 12, 2025	$132.91	+87.8%	+$7,023 gain
30 days afterFeb 5, 2024	Feb 5, 2024	$73.15	+3.35%	+$268 gain
90 days afterApr 3, 2024	Apr 3, 2024	$68.45	−3.29%	−$263 loss
Latest closeOct 20, 2026	Oct 20, 2026	$92.67	+30.9%	+$2,474 gain

Estimates: filers report neither the price nor the 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: Jan 4, 2024Amendment filed 586 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Spouse

Disclosed 586 days after the trade. GS closed at $382.95 on Jan 4, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJan 5, 2024	Jan 5, 2024	$386.44	+0.91%	+$73 gain
Day of disclosureAug 12, 2025	Aug 12, 2025	$743.38	+94.1%	+$7,530 gain
30 days afterFeb 5, 2024	Feb 5, 2024	$383.02	+0.02%	+$1 gain
90 days afterApr 3, 2024	Apr 3, 2024	$414.00	+8.11%	+$649 gain
Latest closeOct 20, 2026	Oct 20, 2026	$884.81	+131.1%	+$10,485 gain

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

Freshpet, Inc. - Common StockFRPT

Stock

Transaction date: Jan 4, 2024Amendment filed 586 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Spouse

Disclosed 586 days after the trade. FRPT closed at $83.82 on Jan 4, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJan 5, 2024	Jan 5, 2024	$84.47	+0.78%	+$62 gain
Day of disclosureAug 12, 2025	Aug 12, 2025	$62.70	−25.2%	−$2,016 loss
30 days afterFeb 5, 2024	Feb 5, 2024	$87.99	+4.97%	+$398 gain
90 days afterApr 3, 2024	Apr 3, 2024	$111.47	+33.0%	+$2,639 gain
Latest closeOct 20, 2026	Oct 20, 2026	$66.05	−21.2%	−$1,696 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.

Eaton CorpETN

Stock

Transaction date: Jan 4, 2024Amendment filed 586 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Spouse

Disclosed 586 days after the trade. ETN closed at $234.48 on Jan 4, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJan 5, 2024	Jan 5, 2024	$234.86	+0.16%	+$13 gain
Day of disclosureAug 12, 2025	Aug 12, 2025	$363.30	+54.9%	+$4,396 gain
30 days afterFeb 5, 2024	Feb 5, 2024	$269.42	+14.9%	+$1,192 gain
90 days afterApr 3, 2024	Apr 3, 2024	$320.94	+36.9%	+$2,950 gain
Latest closeOct 20, 2026	Oct 20, 2026	$381.98	+62.9%	+$5,033 gain

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

E.L.F. Beauty IncELF

Stock

Transaction date: Jan 4, 2024Amendment filed 586 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Spouse

Disclosed 586 days after the trade. ELF closed at $137.27 on Jan 4, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJan 5, 2024	Jan 5, 2024	$138.02	+0.55%	+$44 gain
Day of disclosureAug 12, 2025	Aug 12, 2025	$116.75	−14.9%	−$1,196 loss
30 days afterFeb 5, 2024	Feb 5, 2024	$169.74	+23.7%	+$1,893 gain
90 days afterApr 3, 2024	Apr 3, 2024	$163.77	+19.3%	+$1,545 gain
Latest closeOct 20, 2026	Oct 20, 2026	$114.74	−16.4%	−$1,313 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.

CyberArk Software Ltd. - Ordinary SharesCYBR

Stock

Transaction date: Jan 4, 2024Amendment filed 586 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Spouse

Disclosed 586 days after the trade. CYBR closed at $211.68 on Jan 4, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJan 5, 2024	Jan 5, 2024	$211.72	+0.02%	+$2 gain
Day of disclosureAug 12, 2025	Aug 12, 2025	$418.38	+97.6%	+$7,813 gain
30 days afterFeb 5, 2024	Feb 5, 2024	$236.95	+11.9%	+$955 gain
90 days afterApr 3, 2024	Apr 3, 2024	$262.41	+24.0%	+$1,917 gain
Latest closeFeb 13, 2026	Feb 13, 2026	$408.85	+93.1%	+$7,453 gain

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

Badger Meter, Inc. Common StockBMI

Stock

Transaction date: Jan 4, 2024Amendment filed 586 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Spouse

Disclosed 586 days after the trade. BMI closed at $153.27 on Jan 4, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJan 5, 2024	Jan 5, 2024	$149.12	−2.71%	−$217 loss
Day of disclosureAug 12, 2025	Aug 12, 2025	$192.29	+25.5%	+$2,037 gain
30 days afterFeb 5, 2024	Feb 5, 2024	$139.90	−8.72%	−$698 loss
90 days afterApr 3, 2024	Apr 3, 2024	$156.95	+2.40%	+$192 gain
Latest closeOct 20, 2026	Oct 20, 2026	$129.01	−15.8%	−$1,266 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.

Axon Enterprise IncAXON

Stock

Transaction date: Jan 4, 2024Amendment filed 586 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Spouse

Disclosed 586 days after the trade. AXON closed at $244.93 on Jan 4, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJan 5, 2024	Jan 5, 2024	$244.21	−0.29%	−$24 loss
Day of disclosureAug 12, 2025	Aug 12, 2025	$768.57	+213.8%	+$17,105 gain
30 days afterFeb 5, 2024	Feb 5, 2024	$257.47	+5.12%	+$410 gain
90 days afterApr 3, 2024	Apr 3, 2024	$309.10	+26.2%	+$2,096 gain
Latest closeOct 20, 2026	Oct 20, 2026	$392.64	+60.3%	+$4,825 gain

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

Zoetis Inc Cl AZTS

Stock

Transaction date: Jan 4, 2024Amendment filed 586 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member

Disclosed 586 days after the trade. ZTS closed at $194.04 on Jan 4, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJan 5, 2024	Jan 5, 2024	$194.85	+0.42%	+$33 gain
Day of disclosureAug 12, 2025	Aug 12, 2025	$149.77	−22.8%	−$1,825 loss
30 days afterFeb 5, 2024	Feb 5, 2024	$190.17	−1.99%	−$160 loss
90 days afterApr 3, 2024	Apr 3, 2024	$162.97	−16.0%	−$1,281 loss
Latest closeOct 20, 2026	Oct 20, 2026	$80.04	−58.8%	−$4,701 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.

Sprouts Farmers MarketSFM

Stock

Transaction date: Jan 4, 2024Amendment filed 586 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member

Disclosed 586 days after the trade. SFM closed at $49.01 on Jan 4, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJan 5, 2024	Jan 5, 2024	$49.20	+0.39%	+$31 gain
Day of disclosureAug 12, 2025	Aug 12, 2025	$147.83	+201.6%	+$16,133 gain
30 days afterFeb 5, 2024	Feb 5, 2024	$51.22	+4.51%	+$361 gain
90 days afterApr 3, 2024	Apr 3, 2024	$63.29	+29.1%	+$2,331 gain
Latest closeOct 20, 2026	Oct 20, 2026	$64.72	+32.1%	+$2,565 gain

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

Ollie's Bargain Outlet Holdings, Inc. - Common StoOLLI

Stock

Transaction date: Jan 4, 2024Amendment filed 586 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member

Disclosed 586 days after the trade. OLLI closed at $70.78 on Jan 4, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJan 5, 2024	Jan 5, 2024	$70.17	−0.86%	−$69 loss
Day of disclosureAug 12, 2025	Aug 12, 2025	$132.91	+87.8%	+$7,023 gain
30 days afterFeb 5, 2024	Feb 5, 2024	$73.15	+3.35%	+$268 gain
90 days afterApr 3, 2024	Apr 3, 2024	$68.45	−3.29%	−$263 loss
Latest closeOct 20, 2026	Oct 20, 2026	$92.67	+30.9%	+$2,474 gain

Estimates: filers report neither the price nor the 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: Jan 4, 2024Amendment filed 586 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member

Disclosed 586 days after the trade. GS closed at $382.95 on Jan 4, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJan 5, 2024	Jan 5, 2024	$386.44	+0.91%	+$73 gain
Day of disclosureAug 12, 2025	Aug 12, 2025	$743.38	+94.1%	+$7,530 gain
30 days afterFeb 5, 2024	Feb 5, 2024	$383.02	+0.02%	+$1 gain
90 days afterApr 3, 2024	Apr 3, 2024	$414.00	+8.11%	+$649 gain
Latest closeOct 20, 2026	Oct 20, 2026	$884.81	+131.1%	+$10,485 gain

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

Freshpet, Inc. - Common StockFRPT

Stock

Transaction date: Jan 4, 2024Amendment filed 586 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member

Disclosed 586 days after the trade. FRPT closed at $83.82 on Jan 4, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJan 5, 2024	Jan 5, 2024	$84.47	+0.78%	+$62 gain
Day of disclosureAug 12, 2025	Aug 12, 2025	$62.70	−25.2%	−$2,016 loss
30 days afterFeb 5, 2024	Feb 5, 2024	$87.99	+4.97%	+$398 gain
90 days afterApr 3, 2024	Apr 3, 2024	$111.47	+33.0%	+$2,639 gain
Latest closeOct 20, 2026	Oct 20, 2026	$66.05	−21.2%	−$1,696 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.

Eaton CorpETN

Stock

Transaction date: Jan 4, 2024Amendment filed 586 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member

Disclosed 586 days after the trade. ETN closed at $234.48 on Jan 4, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJan 5, 2024	Jan 5, 2024	$234.86	+0.16%	+$13 gain
Day of disclosureAug 12, 2025	Aug 12, 2025	$363.30	+54.9%	+$4,396 gain
30 days afterFeb 5, 2024	Feb 5, 2024	$269.42	+14.9%	+$1,192 gain
90 days afterApr 3, 2024	Apr 3, 2024	$320.94	+36.9%	+$2,950 gain
Latest closeOct 20, 2026	Oct 20, 2026	$381.98	+62.9%	+$5,033 gain

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

E.L.F. Beauty IncELF

Stock

Transaction date: Jan 4, 2024Amendment filed 586 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member

Disclosed 586 days after the trade. ELF closed at $137.27 on Jan 4, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJan 5, 2024	Jan 5, 2024	$138.02	+0.55%	+$44 gain
Day of disclosureAug 12, 2025	Aug 12, 2025	$116.75	−14.9%	−$1,196 loss
30 days afterFeb 5, 2024	Feb 5, 2024	$169.74	+23.7%	+$1,893 gain
90 days afterApr 3, 2024	Apr 3, 2024	$163.77	+19.3%	+$1,545 gain
Latest closeOct 20, 2026	Oct 20, 2026	$114.74	−16.4%	−$1,313 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.

CyberArk Software Ltd. - Ordinary SharesCYBR

Stock

Transaction date: Jan 4, 2024Amendment filed 586 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member

Disclosed 586 days after the trade. CYBR closed at $211.68 on Jan 4, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJan 5, 2024	Jan 5, 2024	$211.72	+0.02%	+$2 gain
Day of disclosureAug 12, 2025	Aug 12, 2025	$418.38	+97.6%	+$7,813 gain
30 days afterFeb 5, 2024	Feb 5, 2024	$236.95	+11.9%	+$955 gain
90 days afterApr 3, 2024	Apr 3, 2024	$262.41	+24.0%	+$1,917 gain
Latest closeFeb 13, 2026	Feb 13, 2026	$408.85	+93.1%	+$7,453 gain

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

Badger Meter, Inc. Common StockBMI

Stock

Transaction date: Jan 4, 2024Amendment filed 586 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member

Disclosed 586 days after the trade. BMI closed at $153.27 on Jan 4, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJan 5, 2024	Jan 5, 2024	$149.12	−2.71%	−$217 loss
Day of disclosureAug 12, 2025	Aug 12, 2025	$192.29	+25.5%	+$2,037 gain
30 days afterFeb 5, 2024	Feb 5, 2024	$139.90	−8.72%	−$698 loss
90 days afterApr 3, 2024	Apr 3, 2024	$156.95	+2.40%	+$192 gain
Latest closeOct 20, 2026	Oct 20, 2026	$129.01	−15.8%	−$1,266 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.

Axon Enterprise IncAXON

Stock

Transaction date: Jan 4, 2024Amendment filed 586 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member

Disclosed 586 days after the trade. AXON closed at $244.93 on Jan 4, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJan 5, 2024	Jan 5, 2024	$244.21	−0.29%	−$24 loss
Day of disclosureAug 12, 2025	Aug 12, 2025	$768.57	+213.8%	+$17,105 gain
30 days afterFeb 5, 2024	Feb 5, 2024	$257.47	+5.12%	+$410 gain
90 days afterApr 3, 2024	Apr 3, 2024	$309.10	+26.2%	+$2,096 gain
Latest closeOct 20, 2026	Oct 20, 2026	$392.64	+60.3%	+$4,825 gain

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

Adobe Systems IncADBE

Stock

Transaction date: Jan 2, 2024Amendment filed 588 days later
Type: Purchase
Amount (as reported): $15,001 - $50,000
Owner: Joint

Disclosed 588 days after the trade. ADBE closed at $580.07 on Jan 2, 2024; 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 3, 2024	Jan 3, 2024	$571.79	−1.43%	−$464 loss
Day of disclosureAug 12, 2025	Aug 12, 2025	$338.43	−41.7%	−$13,539 loss
30 days afterFeb 1, 2024	Feb 1, 2024	$627.91	+8.25%	+$2,680 gain
90 days afterApr 1, 2024	Apr 1, 2024	$502.09	−13.4%	−$4,369 loss
Latest closeOct 20, 2026	Oct 20, 2026	$256.73	−55.7%	−$18,117 loss

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

Advanced Micro Devices, Inc. - Common StockAMD

Stock

Transaction date: Jan 2, 2024Amendment filed 588 days later
Type: Purchase
Amount (as reported): $15,001 - $50,000
Owner: Joint

Disclosed 588 days after the trade. AMD closed at $138.58 on Jan 2, 2024; 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 3, 2024	Jan 3, 2024	$135.32	−2.35%	−$765 loss
Day of disclosureAug 12, 2025	Aug 12, 2025	$174.95	+26.2%	+$8,530 gain
30 days afterFeb 1, 2024	Feb 1, 2024	$170.48	+23.0%	+$7,481 gain
90 days afterApr 1, 2024	Apr 1, 2024	$183.34	+32.3%	+$10,498 gain
Latest closeOct 20, 2026	Oct 20, 2026	$534.74	+285.9%	+$92,911 gain

Estimates: filers report neither the price nor the 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: Jan 2, 2024Amendment filed 588 days later
Type: Purchase
Amount (as reported): $50,001 - $100,000
Owner: Joint

Disclosed 588 days after the trade. AAPL closed at $185.64 on Jan 2, 2024; 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 tradeJan 3, 2024	Jan 3, 2024	$184.25	−0.75%	−$562 loss
Day of disclosureAug 12, 2025	Aug 12, 2025	$229.65	+23.7%	+$17,781 gain
30 days afterFeb 1, 2024	Feb 1, 2024	$186.86	+0.66%	+$493 gain
90 days afterApr 1, 2024	Apr 1, 2024	$170.03	−8.41%	−$6,307 loss
Latest closeOct 20, 2026	Oct 20, 2026	$339.50	+82.9%	+$62,161 gain

Estimates: filers report neither the price nor the 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: Jan 2, 2024Amendment filed 588 days later
Type: Purchase
Amount (as reported): $15,001 - $50,000
Owner: Joint

Disclosed 588 days after the trade. AMAT closed at $154.37 on Jan 2, 2024; 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 3, 2024	Jan 3, 2024	$151.45	−1.89%	−$615 loss
Day of disclosureAug 12, 2025	Aug 12, 2025	$188.45	+22.1%	+$7,175 gain
30 days afterFeb 1, 2024	Feb 1, 2024	$166.97	+8.16%	+$2,653 gain
90 days afterApr 1, 2024	Apr 1, 2024	$208.69	+35.2%	+$11,437 gain
Latest closeOct 20, 2026	Oct 20, 2026	$404.98	+162.3%	+$52,763 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.

Meta Platforms IncMETA

Stock

Transaction date: Jan 2, 2024Amendment filed 588 days later
Type: Purchase
Amount (as reported): $15,001 - $50,000
Owner: Joint

Disclosed 588 days after the trade. META closed at $346.29 on Jan 2, 2024; 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 3, 2024	Jan 3, 2024	$344.47	−0.53%	−$171 loss
Day of disclosureAug 12, 2025	Aug 12, 2025	$790.00	+128.1%	+$41,644 gain
30 days afterFeb 1, 2024	Feb 1, 2024	$394.78	+14.0%	+$4,551 gain
90 days afterApr 1, 2024	Apr 1, 2024	$491.35	+41.9%	+$13,615 gain
Latest closeOct 20, 2026	Oct 20, 2026	$694.25	+100.5%	+$32,658 gain

Estimates: filers report neither the price nor the 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 CorpLRCX

Stock

Transaction date: Jan 2, 2024Amendment filed 588 days later
Type: Purchase
Amount (as reported): $15,001 - $50,000
Owner: Joint

Disclosed 588 days after the trade. LRCX closed at $74.93 on Jan 2, 2024; 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 3, 2024	Jan 3, 2024	$73.69	−1.65%	−$537 loss
Day of disclosureAug 12, 2025	Aug 12, 2025	$105.28	+40.5%	+$13,164 gain
30 days afterFeb 1, 2024	Feb 1, 2024	$83.22	+11.1%	+$3,596 gain
90 days afterApr 1, 2024	Apr 1, 2024	$98.18	+31.0%	+$10,084 gain
Latest closeOct 20, 2026	Oct 20, 2026	$263.45	+251.6%	+$81,771 gain

Estimates: filers report neither the price nor the 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: Jan 2, 2024Amendment filed 588 days later
Type: Purchase
Amount (as reported): $15,001 - $50,000
Owner: Joint

Disclosed 588 days after the trade. NVDA closed at $48.17 on Jan 2, 2024; 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 3, 2024	Jan 3, 2024	$47.57	−1.24%	−$404 loss
Day of disclosureAug 12, 2025	Aug 12, 2025	$183.16	+280.3%	+$91,085 gain
30 days afterFeb 1, 2024	Feb 1, 2024	$63.03	+30.8%	+$10,026 gain
90 days afterApr 1, 2024	Apr 1, 2024	$90.36	+87.6%	+$28,471 gain
Latest closeOct 22, 2026	Oct 22, 2026	$212.21	+340.6%	+$110,686 gain

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

Shopify IncSHOP

Stock

Transaction date: Dec 22, 2023Amendment filed 599 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Member

Disclosed 599 days after the trade. SHOP closed at $76.83 on Dec 22, 2023; 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 26, 2023	Dec 26, 2023	$78.21	+1.80%	$144 gain missed
Day of disclosureAug 12, 2025	Aug 12, 2025	$149.30	+94.3%	$7,547 gain missed
30 days afterJan 22, 2024	Jan 22, 2024	$80.26	+4.46%	$357 gain missed
90 days afterMar 21, 2024	Mar 21, 2024	$79.59	+3.59%	$287 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$173.48	+125.8%	$10,065 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.

PayPal Holdings, Inc. - Common StockPYPL

Stock

Transaction date: Dec 22, 2023Amendment filed 599 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Member

Disclosed 599 days after the trade. PYPL closed at $61.84 on Dec 22, 2023; 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 26, 2023	Dec 26, 2023	$62.56	+1.16%	$93 gain missed
Day of disclosureAug 12, 2025	Aug 12, 2025	$67.97	+9.91%	$793 gain missed
30 days afterJan 22, 2024	Jan 22, 2024	$63.74	+3.07%	$246 gain missed
90 days afterMar 21, 2024	Mar 21, 2024	$66.14	+6.95%	$556 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$57.14	−7.60%	$608 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.

Insulet CorpPODD

Stock

Transaction date: Dec 22, 2023Amendment filed 599 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Member

Disclosed 599 days after the trade. PODD closed at $216.18 on Dec 22, 2023; 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 26, 2023	Dec 26, 2023	$220.71	+2.10%	$168 gain missed
Day of disclosureAug 12, 2025	Aug 12, 2025	$309.63	+43.2%	$3,459 gain missed
30 days afterJan 22, 2024	Jan 22, 2024	$206.03	−4.70%	$376 loss avoided
90 days afterMar 21, 2024	Mar 21, 2024	$166.64	−22.9%	$1,834 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$142.64	−34.0%	$2,722 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.

Hubbell Inc Common StockHUBB

Stock

Transaction date: Dec 22, 2023Amendment filed 599 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Member

Disclosed 599 days after the trade. HUBB closed at $325.99 on Dec 22, 2023; 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 26, 2023	Dec 26, 2023	$328.89	+0.89%	$71 gain missed
Day of disclosureAug 12, 2025	Aug 12, 2025	$432.14	+32.6%	$2,605 gain missed
30 days afterJan 22, 2024	Jan 22, 2024	$334.76	+2.69%	$215 gain missed
90 days afterMar 21, 2024	Mar 21, 2024	$415.00	+27.3%	$2,185 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$459.32	+40.9%	$3,272 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.

FabrinetFN

Stock

Transaction date: Dec 22, 2023Amendment filed 599 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Member

Disclosed 599 days after the trade. FN closed at $191.97 on Dec 22, 2023; 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 26, 2023	Dec 26, 2023	$196.30	+2.26%	$180 gain missed
Day of disclosureAug 12, 2025	Aug 12, 2025	$348.33	+81.5%	$6,517 gain missed
30 days afterJan 22, 2024	Jan 22, 2024	$203.36	+5.93%	$475 gain missed
90 days afterMar 21, 2024	Mar 21, 2024	$206.80	+7.73%	$618 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$355.48	+85.2%	$6,815 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.

FirstCash Holdings, Inc. - Common StockFCFS

Stock

Transaction date: Dec 22, 2023Amendment filed 599 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Member

Disclosed 599 days after the trade. FCFS closed at $109.93 on Dec 22, 2023; 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 26, 2023	Dec 26, 2023	$110.68	+0.68%	$55 gain missed
Day of disclosureAug 12, 2025	Aug 12, 2025	$138.51	+26.0%	$2,080 gain missed
30 days afterJan 22, 2024	Jan 22, 2024	$115.36	+4.94%	$395 gain missed
90 days afterMar 21, 2024	Mar 21, 2024	$122.86	+11.8%	$941 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$214.78	+95.4%	$7,631 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.

ExlService Holdings, Inc. - Common StockEXLS

Stock

Transaction date: Dec 22, 2023Amendment filed 599 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Member

Disclosed 599 days after the trade. EXLS closed at $30.92 on Dec 22, 2023; 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 26, 2023	Dec 26, 2023	$31.03	+0.36%	$28 gain missed
Day of disclosureAug 12, 2025	Aug 12, 2025	$42.54	+37.6%	$3,007 gain missed
30 days afterJan 22, 2024	Jan 22, 2024	$33.01	+6.76%	$541 gain missed
90 days afterMar 21, 2024	Mar 21, 2024	$31.28	+1.16%	$93 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$40.86	+32.1%	$2,572 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.

Corteva IncCTVA

Stock

Transaction date: Dec 22, 2023Amendment filed 599 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Member

Disclosed 599 days after the trade. CTVA closed at $47.46 on Dec 22, 2023; 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 26, 2023	Dec 26, 2023	$48.00	+1.14%	$91 gain missed
Day of disclosureAug 12, 2025	Aug 12, 2025	$71.03	+49.7%	$3,974 gain missed
30 days afterJan 22, 2024	Jan 22, 2024	$44.97	−5.25%	$420 loss avoided
90 days afterMar 21, 2024	Mar 21, 2024	$55.78	+17.5%	$1,403 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$12.90	−72.8%	$5,826 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.

Celsius Holdings IncCELH

Stock

Transaction date: Dec 22, 2023Amendment filed 599 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Member

Disclosed 599 days after the trade. CELH closed at $50.04 on Dec 22, 2023; 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 26, 2023	Dec 26, 2023	$52.95	+5.82%	$465 gain missed
Day of disclosureAug 12, 2025	Aug 12, 2025	$54.72	+9.35%	$748 gain missed
30 days afterJan 22, 2024	Jan 22, 2024	$52.66	+5.24%	$419 gain missed
90 days afterMar 21, 2024	Mar 21, 2024	$90.95	+81.8%	$6,541 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$29.96	−40.1%	$3,211 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

Jan 18, 2024Amendment filed 572 days later

Joint

JOHNSTON CNTY N C GO REF BDS 2010-AMunicipal SecurityRate/Coupon: 5.0% Matures: 02/01/2024

Sale

$50,001 - $100,000

No ticker reported

Jan 18, 2024Amendment filed 572 days later

Joint

CENTRAL WEBER UTAH SWR IMPT DIST SWR REV BDS 2023Municipal SecurityRate/Coupon: 5.0% Matures: 03/01/2024

Sale

$50,001 - $100,000

No ticker reported

Jan 18, 2024Amendment filed 572 days later

Joint

AUSTIN TEX PUB IMPT REF BDS 2023Municipal SecurityRate/Coupon: 5.0% Matures: 09/01/2024

Sale

$15,001 - $50,000

No ticker reported

Jan 18, 2024Amendment filed 572 days later

Joint

KAUKAUNA WIS ANTIC NTS 2023BMunicipal SecurityRate/Coupon: 5.0% Matures: 06/01/2028

Partial sale

$50,001 - $100,000

No ticker reported

Jan 3, 2024Amendment filed 587 days later

Joint

Canadian County Educational Facilities AuthorityMunicipal SecurityRate/Coupon: 5.0% Matures: 09/01/2027

Purchase

$100,001 - $250,000

No ticker reported

Jan 10, 2024Amendment filed 580 days later

Joint

OK ST Capitol Impt Auth ST HighwayMunicipal SecurityRate/Coupon: 5.0% Matures: 07/01/2025

Purchase

$50,001 - $100,000

No ticker reported

Jan 4, 2024Amendment filed 586 days later

Spouse

Zoetis Inc. Class A Common StockZTSStock

Purchase

$1,001 - $15,000

Disclosed 586 days after the trade. ZTS closed at $194.04 on Jan 4, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJan 5, 2024	Jan 5, 2024	$194.85	+0.42%	+$33 gain
Day of disclosureAug 12, 2025	Aug 12, 2025	$149.77	−22.8%	−$1,825 loss
30 days afterFeb 5, 2024	Feb 5, 2024	$190.17	−1.99%	−$160 loss
90 days afterApr 3, 2024	Apr 3, 2024	$162.97	−16.0%	−$1,281 loss
Latest closeOct 20, 2026	Oct 20, 2026	$80.04	−58.8%	−$4,701 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 4, 2024Amendment filed 586 days later

Spouse

Sprouts Farmers Market, Inc. - Common StockSFMStock

Purchase

$1,001 - $15,000

Disclosed 586 days after the trade. SFM closed at $49.01 on Jan 4, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJan 5, 2024	Jan 5, 2024	$49.20	+0.39%	+$31 gain
Day of disclosureAug 12, 2025	Aug 12, 2025	$147.83	+201.6%	+$16,133 gain
30 days afterFeb 5, 2024	Feb 5, 2024	$51.22	+4.51%	+$361 gain
90 days afterApr 3, 2024	Apr 3, 2024	$63.29	+29.1%	+$2,331 gain
Latest closeOct 20, 2026	Oct 20, 2026	$64.72	+32.1%	+$2,565 gain

Estimates: filers report neither the price nor the 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 4, 2024Amendment filed 586 days later

Spouse

Ollie's Bargain Outlet Holdings, Inc. - Common StoOLLIStock

Purchase

$1,001 - $15,000

Disclosed 586 days after the trade. OLLI closed at $70.78 on Jan 4, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJan 5, 2024	Jan 5, 2024	$70.17	−0.86%	−$69 loss
Day of disclosureAug 12, 2025	Aug 12, 2025	$132.91	+87.8%	+$7,023 gain
30 days afterFeb 5, 2024	Feb 5, 2024	$73.15	+3.35%	+$268 gain
90 days afterApr 3, 2024	Apr 3, 2024	$68.45	−3.29%	−$263 loss
Latest closeOct 20, 2026	Oct 20, 2026	$92.67	+30.9%	+$2,474 gain

Estimates: filers report neither the price nor the 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 4, 2024Amendment filed 586 days later

Spouse

Goldman Sachs Group, Inc. (The) Common StockGSStock

Purchase

$1,001 - $15,000

Disclosed 586 days after the trade. GS closed at $382.95 on Jan 4, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJan 5, 2024	Jan 5, 2024	$386.44	+0.91%	+$73 gain
Day of disclosureAug 12, 2025	Aug 12, 2025	$743.38	+94.1%	+$7,530 gain
30 days afterFeb 5, 2024	Feb 5, 2024	$383.02	+0.02%	+$1 gain
90 days afterApr 3, 2024	Apr 3, 2024	$414.00	+8.11%	+$649 gain
Latest closeOct 20, 2026	Oct 20, 2026	$884.81	+131.1%	+$10,485 gain

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

Jan 4, 2024Amendment filed 586 days later

Spouse

Freshpet, Inc. - Common StockFRPTStock

Purchase

$1,001 - $15,000

Disclosed 586 days after the trade. FRPT closed at $83.82 on Jan 4, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJan 5, 2024	Jan 5, 2024	$84.47	+0.78%	+$62 gain
Day of disclosureAug 12, 2025	Aug 12, 2025	$62.70	−25.2%	−$2,016 loss
30 days afterFeb 5, 2024	Feb 5, 2024	$87.99	+4.97%	+$398 gain
90 days afterApr 3, 2024	Apr 3, 2024	$111.47	+33.0%	+$2,639 gain
Latest closeOct 20, 2026	Oct 20, 2026	$66.05	−21.2%	−$1,696 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 4, 2024Amendment filed 586 days later

Spouse

Eaton CorpETNStock

Purchase

$1,001 - $15,000

Disclosed 586 days after the trade. ETN closed at $234.48 on Jan 4, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJan 5, 2024	Jan 5, 2024	$234.86	+0.16%	+$13 gain
Day of disclosureAug 12, 2025	Aug 12, 2025	$363.30	+54.9%	+$4,396 gain
30 days afterFeb 5, 2024	Feb 5, 2024	$269.42	+14.9%	+$1,192 gain
90 days afterApr 3, 2024	Apr 3, 2024	$320.94	+36.9%	+$2,950 gain
Latest closeOct 20, 2026	Oct 20, 2026	$381.98	+62.9%	+$5,033 gain

Estimates: filers report neither the price nor the 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 4, 2024Amendment filed 586 days later

Spouse

E.L.F. Beauty IncELFStock

Purchase

$1,001 - $15,000

Disclosed 586 days after the trade. ELF closed at $137.27 on Jan 4, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJan 5, 2024	Jan 5, 2024	$138.02	+0.55%	+$44 gain
Day of disclosureAug 12, 2025	Aug 12, 2025	$116.75	−14.9%	−$1,196 loss
30 days afterFeb 5, 2024	Feb 5, 2024	$169.74	+23.7%	+$1,893 gain
90 days afterApr 3, 2024	Apr 3, 2024	$163.77	+19.3%	+$1,545 gain
Latest closeOct 20, 2026	Oct 20, 2026	$114.74	−16.4%	−$1,313 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 4, 2024Amendment filed 586 days later

Spouse

CyberArk Software Ltd. - Ordinary SharesCYBRStock

Purchase

$1,001 - $15,000

Disclosed 586 days after the trade. CYBR closed at $211.68 on Jan 4, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJan 5, 2024	Jan 5, 2024	$211.72	+0.02%	+$2 gain
Day of disclosureAug 12, 2025	Aug 12, 2025	$418.38	+97.6%	+$7,813 gain
30 days afterFeb 5, 2024	Feb 5, 2024	$236.95	+11.9%	+$955 gain
90 days afterApr 3, 2024	Apr 3, 2024	$262.41	+24.0%	+$1,917 gain
Latest closeFeb 13, 2026	Feb 13, 2026	$408.85	+93.1%	+$7,453 gain

Estimates: filers report neither the price nor the 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 4, 2024Amendment filed 586 days later

Spouse

Badger Meter, Inc. Common StockBMIStock

Purchase

$1,001 - $15,000

Disclosed 586 days after the trade. BMI closed at $153.27 on Jan 4, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJan 5, 2024	Jan 5, 2024	$149.12	−2.71%	−$217 loss
Day of disclosureAug 12, 2025	Aug 12, 2025	$192.29	+25.5%	+$2,037 gain
30 days afterFeb 5, 2024	Feb 5, 2024	$139.90	−8.72%	−$698 loss
90 days afterApr 3, 2024	Apr 3, 2024	$156.95	+2.40%	+$192 gain
Latest closeOct 20, 2026	Oct 20, 2026	$129.01	−15.8%	−$1,266 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 4, 2024Amendment filed 586 days later

Spouse

Axon Enterprise IncAXONStock

Purchase

$1,001 - $15,000

Disclosed 586 days after the trade. AXON closed at $244.93 on Jan 4, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJan 5, 2024	Jan 5, 2024	$244.21	−0.29%	−$24 loss
Day of disclosureAug 12, 2025	Aug 12, 2025	$768.57	+213.8%	+$17,105 gain
30 days afterFeb 5, 2024	Feb 5, 2024	$257.47	+5.12%	+$410 gain
90 days afterApr 3, 2024	Apr 3, 2024	$309.10	+26.2%	+$2,096 gain
Latest closeOct 20, 2026	Oct 20, 2026	$392.64	+60.3%	+$4,825 gain

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

Jan 4, 2024Amendment filed 586 days later

Member

Zoetis Inc Cl AZTSStock

Purchase

$1,001 - $15,000

Disclosed 586 days after the trade. ZTS closed at $194.04 on Jan 4, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJan 5, 2024	Jan 5, 2024	$194.85	+0.42%	+$33 gain
Day of disclosureAug 12, 2025	Aug 12, 2025	$149.77	−22.8%	−$1,825 loss
30 days afterFeb 5, 2024	Feb 5, 2024	$190.17	−1.99%	−$160 loss
90 days afterApr 3, 2024	Apr 3, 2024	$162.97	−16.0%	−$1,281 loss
Latest closeOct 20, 2026	Oct 20, 2026	$80.04	−58.8%	−$4,701 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 4, 2024Amendment filed 586 days later

Member

Sprouts Farmers MarketSFMStock

Purchase

$1,001 - $15,000

Disclosed 586 days after the trade. SFM closed at $49.01 on Jan 4, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJan 5, 2024	Jan 5, 2024	$49.20	+0.39%	+$31 gain
Day of disclosureAug 12, 2025	Aug 12, 2025	$147.83	+201.6%	+$16,133 gain
30 days afterFeb 5, 2024	Feb 5, 2024	$51.22	+4.51%	+$361 gain
90 days afterApr 3, 2024	Apr 3, 2024	$63.29	+29.1%	+$2,331 gain
Latest closeOct 20, 2026	Oct 20, 2026	$64.72	+32.1%	+$2,565 gain

Estimates: filers report neither the price nor the 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 4, 2024Amendment filed 586 days later

Member

Ollie's Bargain Outlet Holdings, Inc. - Common StoOLLIStock

Purchase

$1,001 - $15,000

Disclosed 586 days after the trade. OLLI closed at $70.78 on Jan 4, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJan 5, 2024	Jan 5, 2024	$70.17	−0.86%	−$69 loss
Day of disclosureAug 12, 2025	Aug 12, 2025	$132.91	+87.8%	+$7,023 gain
30 days afterFeb 5, 2024	Feb 5, 2024	$73.15	+3.35%	+$268 gain
90 days afterApr 3, 2024	Apr 3, 2024	$68.45	−3.29%	−$263 loss
Latest closeOct 20, 2026	Oct 20, 2026	$92.67	+30.9%	+$2,474 gain

Estimates: filers report neither the price nor the 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 4, 2024Amendment filed 586 days later

Member

Goldman Sachs Group, Inc. (The) Common StockGSStock

Purchase

$1,001 - $15,000

Disclosed 586 days after the trade. GS closed at $382.95 on Jan 4, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJan 5, 2024	Jan 5, 2024	$386.44	+0.91%	+$73 gain
Day of disclosureAug 12, 2025	Aug 12, 2025	$743.38	+94.1%	+$7,530 gain
30 days afterFeb 5, 2024	Feb 5, 2024	$383.02	+0.02%	+$1 gain
90 days afterApr 3, 2024	Apr 3, 2024	$414.00	+8.11%	+$649 gain
Latest closeOct 20, 2026	Oct 20, 2026	$884.81	+131.1%	+$10,485 gain

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

Jan 4, 2024Amendment filed 586 days later

Member

Freshpet, Inc. - Common StockFRPTStock

Purchase

$1,001 - $15,000

Disclosed 586 days after the trade. FRPT closed at $83.82 on Jan 4, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJan 5, 2024	Jan 5, 2024	$84.47	+0.78%	+$62 gain
Day of disclosureAug 12, 2025	Aug 12, 2025	$62.70	−25.2%	−$2,016 loss
30 days afterFeb 5, 2024	Feb 5, 2024	$87.99	+4.97%	+$398 gain
90 days afterApr 3, 2024	Apr 3, 2024	$111.47	+33.0%	+$2,639 gain
Latest closeOct 20, 2026	Oct 20, 2026	$66.05	−21.2%	−$1,696 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 4, 2024Amendment filed 586 days later

Member

Eaton CorpETNStock

Purchase

$1,001 - $15,000

Disclosed 586 days after the trade. ETN closed at $234.48 on Jan 4, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJan 5, 2024	Jan 5, 2024	$234.86	+0.16%	+$13 gain
Day of disclosureAug 12, 2025	Aug 12, 2025	$363.30	+54.9%	+$4,396 gain
30 days afterFeb 5, 2024	Feb 5, 2024	$269.42	+14.9%	+$1,192 gain
90 days afterApr 3, 2024	Apr 3, 2024	$320.94	+36.9%	+$2,950 gain
Latest closeOct 20, 2026	Oct 20, 2026	$381.98	+62.9%	+$5,033 gain

Estimates: filers report neither the price nor the 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 4, 2024Amendment filed 586 days later

Member

E.L.F. Beauty IncELFStock

Purchase

$1,001 - $15,000

Disclosed 586 days after the trade. ELF closed at $137.27 on Jan 4, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJan 5, 2024	Jan 5, 2024	$138.02	+0.55%	+$44 gain
Day of disclosureAug 12, 2025	Aug 12, 2025	$116.75	−14.9%	−$1,196 loss
30 days afterFeb 5, 2024	Feb 5, 2024	$169.74	+23.7%	+$1,893 gain
90 days afterApr 3, 2024	Apr 3, 2024	$163.77	+19.3%	+$1,545 gain
Latest closeOct 20, 2026	Oct 20, 2026	$114.74	−16.4%	−$1,313 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 4, 2024Amendment filed 586 days later

Member

CyberArk Software Ltd. - Ordinary SharesCYBRStock

Purchase

$1,001 - $15,000

Disclosed 586 days after the trade. CYBR closed at $211.68 on Jan 4, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJan 5, 2024	Jan 5, 2024	$211.72	+0.02%	+$2 gain
Day of disclosureAug 12, 2025	Aug 12, 2025	$418.38	+97.6%	+$7,813 gain
30 days afterFeb 5, 2024	Feb 5, 2024	$236.95	+11.9%	+$955 gain
90 days afterApr 3, 2024	Apr 3, 2024	$262.41	+24.0%	+$1,917 gain
Latest closeFeb 13, 2026	Feb 13, 2026	$408.85	+93.1%	+$7,453 gain

Estimates: filers report neither the price nor the 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 4, 2024Amendment filed 586 days later

Member

Badger Meter, Inc. Common StockBMIStock

Purchase

$1,001 - $15,000

Disclosed 586 days after the trade. BMI closed at $153.27 on Jan 4, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJan 5, 2024	Jan 5, 2024	$149.12	−2.71%	−$217 loss
Day of disclosureAug 12, 2025	Aug 12, 2025	$192.29	+25.5%	+$2,037 gain
30 days afterFeb 5, 2024	Feb 5, 2024	$139.90	−8.72%	−$698 loss
90 days afterApr 3, 2024	Apr 3, 2024	$156.95	+2.40%	+$192 gain
Latest closeOct 20, 2026	Oct 20, 2026	$129.01	−15.8%	−$1,266 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 4, 2024Amendment filed 586 days later

Member

Axon Enterprise IncAXONStock

Purchase

$1,001 - $15,000

Disclosed 586 days after the trade. AXON closed at $244.93 on Jan 4, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJan 5, 2024	Jan 5, 2024	$244.21	−0.29%	−$24 loss
Day of disclosureAug 12, 2025	Aug 12, 2025	$768.57	+213.8%	+$17,105 gain
30 days afterFeb 5, 2024	Feb 5, 2024	$257.47	+5.12%	+$410 gain
90 days afterApr 3, 2024	Apr 3, 2024	$309.10	+26.2%	+$2,096 gain
Latest closeOct 20, 2026	Oct 20, 2026	$392.64	+60.3%	+$4,825 gain

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

Jan 2, 2024Amendment filed 588 days later

Joint

Adobe Systems IncADBEStock

Purchase

$15,001 - $50,000

Disclosed 588 days after the trade. ADBE closed at $580.07 on Jan 2, 2024; 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 3, 2024	Jan 3, 2024	$571.79	−1.43%	−$464 loss
Day of disclosureAug 12, 2025	Aug 12, 2025	$338.43	−41.7%	−$13,539 loss
30 days afterFeb 1, 2024	Feb 1, 2024	$627.91	+8.25%	+$2,680 gain
90 days afterApr 1, 2024	Apr 1, 2024	$502.09	−13.4%	−$4,369 loss
Latest closeOct 20, 2026	Oct 20, 2026	$256.73	−55.7%	−$18,117 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 2, 2024Amendment filed 588 days later

Joint

Advanced Micro Devices, Inc. - Common StockAMDStock

Purchase

$15,001 - $50,000

Disclosed 588 days after the trade. AMD closed at $138.58 on Jan 2, 2024; 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 3, 2024	Jan 3, 2024	$135.32	−2.35%	−$765 loss
Day of disclosureAug 12, 2025	Aug 12, 2025	$174.95	+26.2%	+$8,530 gain
30 days afterFeb 1, 2024	Feb 1, 2024	$170.48	+23.0%	+$7,481 gain
90 days afterApr 1, 2024	Apr 1, 2024	$183.34	+32.3%	+$10,498 gain
Latest closeOct 20, 2026	Oct 20, 2026	$534.74	+285.9%	+$92,911 gain

Estimates: filers report neither the price nor the 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 2, 2024Amendment filed 588 days later

Joint

Apple Inc. - Common StockAAPLStock

Purchase

$50,001 - $100,000

Disclosed 588 days after the trade. AAPL closed at $185.64 on Jan 2, 2024; 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 tradeJan 3, 2024	Jan 3, 2024	$184.25	−0.75%	−$562 loss
Day of disclosureAug 12, 2025	Aug 12, 2025	$229.65	+23.7%	+$17,781 gain
30 days afterFeb 1, 2024	Feb 1, 2024	$186.86	+0.66%	+$493 gain
90 days afterApr 1, 2024	Apr 1, 2024	$170.03	−8.41%	−$6,307 loss
Latest closeOct 20, 2026	Oct 20, 2026	$339.50	+82.9%	+$62,161 gain

Estimates: filers report neither the price nor the 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 2, 2024Amendment filed 588 days later

Joint

Applied Materials, Inc. - Common StockAMATStock

Purchase

$15,001 - $50,000

Disclosed 588 days after the trade. AMAT closed at $154.37 on Jan 2, 2024; 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 3, 2024	Jan 3, 2024	$151.45	−1.89%	−$615 loss
Day of disclosureAug 12, 2025	Aug 12, 2025	$188.45	+22.1%	+$7,175 gain
30 days afterFeb 1, 2024	Feb 1, 2024	$166.97	+8.16%	+$2,653 gain
90 days afterApr 1, 2024	Apr 1, 2024	$208.69	+35.2%	+$11,437 gain
Latest closeOct 20, 2026	Oct 20, 2026	$404.98	+162.3%	+$52,763 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.

Jan 2, 2024Amendment filed 588 days later

Joint

Meta Platforms IncMETAStock

Purchase

$15,001 - $50,000

Disclosed 588 days after the trade. META closed at $346.29 on Jan 2, 2024; 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 3, 2024	Jan 3, 2024	$344.47	−0.53%	−$171 loss
Day of disclosureAug 12, 2025	Aug 12, 2025	$790.00	+128.1%	+$41,644 gain
30 days afterFeb 1, 2024	Feb 1, 2024	$394.78	+14.0%	+$4,551 gain
90 days afterApr 1, 2024	Apr 1, 2024	$491.35	+41.9%	+$13,615 gain
Latest closeOct 20, 2026	Oct 20, 2026	$694.25	+100.5%	+$32,658 gain

Estimates: filers report neither the price nor the 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 2, 2024Amendment filed 588 days later

Joint

Lam Research CorpLRCXStock

Purchase

$15,001 - $50,000

Disclosed 588 days after the trade. LRCX closed at $74.93 on Jan 2, 2024; 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 3, 2024	Jan 3, 2024	$73.69	−1.65%	−$537 loss
Day of disclosureAug 12, 2025	Aug 12, 2025	$105.28	+40.5%	+$13,164 gain
30 days afterFeb 1, 2024	Feb 1, 2024	$83.22	+11.1%	+$3,596 gain
90 days afterApr 1, 2024	Apr 1, 2024	$98.18	+31.0%	+$10,084 gain
Latest closeOct 20, 2026	Oct 20, 2026	$263.45	+251.6%	+$81,771 gain

Estimates: filers report neither the price nor the 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 2, 2024Amendment filed 588 days later

Joint

NVIDIA Corporation - Common StockNVDAStock

Purchase

$15,001 - $50,000

Disclosed 588 days after the trade. NVDA closed at $48.17 on Jan 2, 2024; 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 3, 2024	Jan 3, 2024	$47.57	−1.24%	−$404 loss
Day of disclosureAug 12, 2025	Aug 12, 2025	$183.16	+280.3%	+$91,085 gain
30 days afterFeb 1, 2024	Feb 1, 2024	$63.03	+30.8%	+$10,026 gain
90 days afterApr 1, 2024	Apr 1, 2024	$90.36	+87.6%	+$28,471 gain
Latest closeOct 22, 2026	Oct 22, 2026	$212.21	+340.6%	+$110,686 gain

Estimates: filers report neither the price nor the 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 22, 2023Amendment filed 599 days later

Member

Shopify IncSHOPStock

Partial sale

$1,001 - $15,000

Disclosed 599 days after the trade. SHOP closed at $76.83 on Dec 22, 2023; 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 26, 2023	Dec 26, 2023	$78.21	+1.80%	$144 gain missed
Day of disclosureAug 12, 2025	Aug 12, 2025	$149.30	+94.3%	$7,547 gain missed
30 days afterJan 22, 2024	Jan 22, 2024	$80.26	+4.46%	$357 gain missed
90 days afterMar 21, 2024	Mar 21, 2024	$79.59	+3.59%	$287 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$173.48	+125.8%	$10,065 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 22, 2023Amendment filed 599 days later

Member

PayPal Holdings, Inc. - Common StockPYPLStock

Partial sale

$1,001 - $15,000

Disclosed 599 days after the trade. PYPL closed at $61.84 on Dec 22, 2023; 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 26, 2023	Dec 26, 2023	$62.56	+1.16%	$93 gain missed
Day of disclosureAug 12, 2025	Aug 12, 2025	$67.97	+9.91%	$793 gain missed
30 days afterJan 22, 2024	Jan 22, 2024	$63.74	+3.07%	$246 gain missed
90 days afterMar 21, 2024	Mar 21, 2024	$66.14	+6.95%	$556 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$57.14	−7.60%	$608 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 22, 2023Amendment filed 599 days later

Member

Insulet CorpPODDStock

Partial sale

$1,001 - $15,000

Disclosed 599 days after the trade. PODD closed at $216.18 on Dec 22, 2023; 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 26, 2023	Dec 26, 2023	$220.71	+2.10%	$168 gain missed
Day of disclosureAug 12, 2025	Aug 12, 2025	$309.63	+43.2%	$3,459 gain missed
30 days afterJan 22, 2024	Jan 22, 2024	$206.03	−4.70%	$376 loss avoided
90 days afterMar 21, 2024	Mar 21, 2024	$166.64	−22.9%	$1,834 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$142.64	−34.0%	$2,722 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 22, 2023Amendment filed 599 days later

Member

Instructure Holdings IncINSTStock

Partial sale

$1,001 - $15,000

No prices found

Dec 22, 2023Amendment filed 599 days later

Member

Hubbell Inc Common StockHUBBStock

Partial sale

$1,001 - $15,000

Disclosed 599 days after the trade. HUBB closed at $325.99 on Dec 22, 2023; 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 26, 2023	Dec 26, 2023	$328.89	+0.89%	$71 gain missed
Day of disclosureAug 12, 2025	Aug 12, 2025	$432.14	+32.6%	$2,605 gain missed
30 days afterJan 22, 2024	Jan 22, 2024	$334.76	+2.69%	$215 gain missed
90 days afterMar 21, 2024	Mar 21, 2024	$415.00	+27.3%	$2,185 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$459.32	+40.9%	$3,272 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 22, 2023Amendment filed 599 days later

Member

FabrinetFNStock

Partial sale

$1,001 - $15,000

Disclosed 599 days after the trade. FN closed at $191.97 on Dec 22, 2023; 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 26, 2023	Dec 26, 2023	$196.30	+2.26%	$180 gain missed
Day of disclosureAug 12, 2025	Aug 12, 2025	$348.33	+81.5%	$6,517 gain missed
30 days afterJan 22, 2024	Jan 22, 2024	$203.36	+5.93%	$475 gain missed
90 days afterMar 21, 2024	Mar 21, 2024	$206.80	+7.73%	$618 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$355.48	+85.2%	$6,815 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 22, 2023Amendment filed 599 days later

Member

FirstCash Holdings, Inc. - Common StockFCFSStock

Partial sale

$1,001 - $15,000

Disclosed 599 days after the trade. FCFS closed at $109.93 on Dec 22, 2023; 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 26, 2023	Dec 26, 2023	$110.68	+0.68%	$55 gain missed
Day of disclosureAug 12, 2025	Aug 12, 2025	$138.51	+26.0%	$2,080 gain missed
30 days afterJan 22, 2024	Jan 22, 2024	$115.36	+4.94%	$395 gain missed
90 days afterMar 21, 2024	Mar 21, 2024	$122.86	+11.8%	$941 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$214.78	+95.4%	$7,631 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 22, 2023Amendment filed 599 days later

Member

ExlService Holdings, Inc. - Common StockEXLSStock

Partial sale

$1,001 - $15,000

Disclosed 599 days after the trade. EXLS closed at $30.92 on Dec 22, 2023; 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 26, 2023	Dec 26, 2023	$31.03	+0.36%	$28 gain missed
Day of disclosureAug 12, 2025	Aug 12, 2025	$42.54	+37.6%	$3,007 gain missed
30 days afterJan 22, 2024	Jan 22, 2024	$33.01	+6.76%	$541 gain missed
90 days afterMar 21, 2024	Mar 21, 2024	$31.28	+1.16%	$93 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$40.86	+32.1%	$2,572 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 22, 2023Amendment filed 599 days later

Member

Corteva IncCTVAStock

Partial sale

$1,001 - $15,000

Disclosed 599 days after the trade. CTVA closed at $47.46 on Dec 22, 2023; 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 26, 2023	Dec 26, 2023	$48.00	+1.14%	$91 gain missed
Day of disclosureAug 12, 2025	Aug 12, 2025	$71.03	+49.7%	$3,974 gain missed
30 days afterJan 22, 2024	Jan 22, 2024	$44.97	−5.25%	$420 loss avoided
90 days afterMar 21, 2024	Mar 21, 2024	$55.78	+17.5%	$1,403 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$12.90	−72.8%	$5,826 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 22, 2023Amendment filed 599 days later

Member

Celsius Holdings IncCELHStock

Partial sale

$1,001 - $15,000

Disclosed 599 days after the trade. CELH closed at $50.04 on Dec 22, 2023; 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 26, 2023	Dec 26, 2023	$52.95	+5.82%	$465 gain missed
Day of disclosureAug 12, 2025	Aug 12, 2025	$54.72	+9.35%	$748 gain missed
30 days afterJan 22, 2024	Jan 22, 2024	$52.66	+5.24%	$419 gain missed
90 days afterMar 21, 2024	Mar 21, 2024	$90.95	+81.8%	$6,541 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$29.96	−40.1%	$3,211 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.

Invesco Optimum Yield Diversified Commodity StratePDBC

Stock

Transaction date: Oct 29, 2024Amendment filed 287 days later
Type: Purchase
Amount (as reported): $250,001 - $500,000
Owner: Joint

Disclosed 287 days after the trade. PDBC closed at $13.41 on Oct 29, 2024; 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 tradeOct 30, 2024	Oct 30, 2024	$13.56	+1.12%	+$4,195 gain
Day of disclosureAug 12, 2025	Aug 12, 2025	$12.99	−3.13%	−$11,745 loss
30 days afterNov 29, 2024	Nov 29, 2024	$13.40	−0.07%	−$280 loss
90 days afterJan 27, 2025	Jan 27, 2025	$13.27	−1.04%	−$3,915 loss
Latest closeOct 20, 2026	Oct 20, 2026	$20.02	+49.3%	+$184,844 gain

Estimates: filers report neither the price nor the 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 12, 2024Amendment filed 273 days later

Joint

Invesco Optimum Yield Diversified Commodity StratePDBCStock

Purchase

$15,001 - $50,000

Disclosed 273 days after the trade. PDBC closed at $13.30 on Nov 12, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeNov 13, 2024	Nov 13, 2024	$13.26	−0.30%	−$98 loss
Day of disclosureAug 12, 2025	Aug 12, 2025	$12.99	−2.33%	−$758 loss
30 days afterDec 12, 2024	Dec 12, 2024	$13.52	+1.65%	+$538 gain
90 days afterFeb 10, 2025	Feb 10, 2025	$13.60	+2.26%	+$733 gain
Latest closeOct 20, 2026	Oct 20, 2026	$20.02	+50.5%	+$16,422 gain

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

Nov 12, 2024Amendment filed 273 days later

Joint

Pimco Commoditiesplus Strategy Fund Class I-2PCLPXStock

Partial sale

$15,001 - $50,000

Disclosed 273 days after the trade. PCLPX closed at $6.43 on Nov 12, 2024; 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 13, 2024	Nov 13, 2024	$6.43	0.00%	$0
Day of disclosureAug 12, 2025	Aug 12, 2025	$6.49	+0.93%	$303 gain missed
30 days afterDec 12, 2024	Dec 12, 2024	$6.62	+2.95%	$960 gain missed
90 days afterFeb 10, 2025	Feb 10, 2025	$6.82	+6.07%	$1,971 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$8.50	+32.2%	$10,463 gain missed

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

Oct 29, 2024Amendment filed 287 days later

Joint

Invesco Optimum Yield Diversified Commodity StratePDBCStock

Purchase

$250,001 - $500,000

Disclosed 287 days after the trade. PDBC closed at $13.41 on Oct 29, 2024; 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 tradeOct 30, 2024	Oct 30, 2024	$13.56	+1.12%	+$4,195 gain
Day of disclosureAug 12, 2025	Aug 12, 2025	$12.99	−3.13%	−$11,745 loss
30 days afterNov 29, 2024	Nov 29, 2024	$13.40	−0.07%	−$280 loss
90 days afterJan 27, 2025	Jan 27, 2025	$13.27	−1.04%	−$3,915 loss
Latest closeOct 20, 2026	Oct 20, 2026	$20.02	+49.3%	+$184,844 gain

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

Oct 29, 2024Amendment filed 287 days later

Joint

Pimco Commodities Plus Strategy Fund ClassStock

Partial sale

$250,001 - $500,000

No ticker reported

Shopify IncSHOP

Stock

Transaction date: Jan 4, 2024Filed 586 days later · past 45 days
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Spouse

Disclosed 586 days after the trade. SHOP closed at $73.42 on Jan 4, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJan 5, 2024	Jan 5, 2024	$74.51	+1.48%	$119 gain missed
Day of disclosureAug 12, 2025	Aug 12, 2025	$149.30	+103.4%	$8,269 gain missed
30 days afterFeb 5, 2024	Feb 5, 2024	$81.40	+10.9%	$870 gain missed
90 days afterApr 3, 2024	Apr 3, 2024	$75.64	+3.02%	$242 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$173.48	+136.3%	$10,904 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.

PayPal Holdings, Inc. - Common StockPYPL

Stock

Transaction date: Jan 4, 2024Filed 586 days later · past 45 days
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Spouse

Disclosed 586 days after the trade. PYPL closed at $58.45 on Jan 4, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJan 5, 2024	Jan 5, 2024	$60.12	+2.86%	$229 gain missed
Day of disclosureAug 12, 2025	Aug 12, 2025	$67.97	+16.3%	$1,303 gain missed
30 days afterFeb 5, 2024	Feb 5, 2024	$61.54	+5.29%	$423 gain missed
90 days afterApr 3, 2024	Apr 3, 2024	$65.34	+11.8%	$943 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$57.14	−2.24%	$179 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.

Insulet Corporation - Common StockPODD

Stock

Transaction date: Jan 4, 2024Filed 586 days later · past 45 days
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Spouse

Disclosed 586 days after the trade. PODD closed at $199.81 on Jan 4, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJan 5, 2024	Jan 5, 2024	$197.87	−0.97%	$78 loss avoided
Day of disclosureAug 12, 2025	Aug 12, 2025	$309.63	+55.0%	$4,398 gain missed
30 days afterFeb 5, 2024	Feb 5, 2024	$193.54	−3.14%	$251 loss avoided
90 days afterApr 3, 2024	Apr 3, 2024	$164.86	−17.5%	$1,400 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$142.64	−28.6%	$2,289 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.

Hubbell Inc Common StockHUBB

Stock

Transaction date: Jan 4, 2024Filed 586 days later · past 45 days
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Spouse

Disclosed 586 days after the trade. HUBB closed at $319.94 on Jan 4, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJan 5, 2024	Jan 5, 2024	$318.16	−0.56%	$45 loss avoided
Day of disclosureAug 12, 2025	Aug 12, 2025	$432.14	+35.1%	$2,806 gain missed
30 days afterFeb 5, 2024	Feb 5, 2024	$350.99	+9.70%	$776 gain missed
90 days afterApr 3, 2024	Apr 3, 2024	$424.40	+32.6%	$2,612 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$459.32	+43.6%	$3,486 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.

FirstCash Holdings, Inc. - Common StockFCFS

Stock

Transaction date: Jan 4, 2024Filed 586 days later · past 45 days
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Spouse

Disclosed 586 days after the trade. FCFS closed at $106.50 on Jan 4, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJan 5, 2024	Jan 5, 2024	$106.28	−0.21%	$17 loss avoided
Day of disclosureAug 12, 2025	Aug 12, 2025	$138.51	+30.1%	$2,405 gain missed
30 days afterFeb 5, 2024	Feb 5, 2024	$117.32	+10.2%	$813 gain missed
90 days afterApr 3, 2024	Apr 3, 2024	$124.87	+17.2%	$1,380 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$214.78	+101.7%	$8,135 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.

FabrinetFN

Stock

Transaction date: Jan 4, 2024Filed 586 days later · past 45 days
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Spouse

Disclosed 586 days after the trade. FN closed at $182.59 on Jan 4, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJan 5, 2024	Jan 5, 2024	$184.29	+0.93%	$74 gain missed
Day of disclosureAug 12, 2025	Aug 12, 2025	$348.33	+90.8%	$7,263 gain missed
30 days afterFeb 5, 2024	Feb 5, 2024	$223.60	+22.5%	$1,797 gain missed
90 days afterApr 3, 2024	Apr 3, 2024	$190.06	+4.09%	$327 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$355.48	+94.7%	$7,576 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.

ExlService Holdings, Inc. - Common StockEXLS

Stock

Transaction date: Jan 4, 2024Filed 586 days later · past 45 days
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Spouse

Disclosed 586 days after the trade. EXLS closed at $29.88 on Jan 4, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJan 5, 2024	Jan 5, 2024	$29.63	−0.84%	$67 loss avoided
Day of disclosureAug 12, 2025	Aug 12, 2025	$42.54	+42.4%	$3,390 gain missed
30 days afterFeb 5, 2024	Feb 5, 2024	$30.59	+2.38%	$190 gain missed
90 days afterApr 3, 2024	Apr 3, 2024	$31.04	+3.88%	$311 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$40.86	+36.7%	$2,940 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.

Corteva, Inc. Common StockCTVA

Stock

Transaction date: Jan 4, 2024Filed 586 days later · past 45 days
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Spouse

Disclosed 586 days after the trade. CTVA closed at $47.60 on Jan 4, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJan 5, 2024	Jan 5, 2024	$47.33	−0.57%	$45 loss avoided
Day of disclosureAug 12, 2025	Aug 12, 2025	$71.03	+49.2%	$3,938 gain missed
30 days afterFeb 5, 2024	Feb 5, 2024	$51.80	+8.82%	$706 gain missed
90 days afterApr 3, 2024	Apr 3, 2024	$57.41	+20.6%	$1,649 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$12.90	−72.9%	$5,833 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.

Celsius Holdings, Inc. - Common StockCELH

Stock

Transaction date: Jan 4, 2024Filed 586 days later · past 45 days
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Spouse

Disclosed 586 days after the trade. CELH closed at $56.55 on Jan 4, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJan 5, 2024	Jan 5, 2024	$57.28	+1.29%	$103 gain missed
Day of disclosureAug 12, 2025	Aug 12, 2025	$54.72	−3.24%	$259 loss avoided
30 days afterFeb 5, 2024	Feb 5, 2024	$53.21	−5.91%	$473 loss avoided
90 days afterApr 3, 2024	Apr 3, 2024	$76.65	+35.5%	$2,844 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$29.96	−47.0%	$3,762 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.

Eli Lilly and Company Common StockLLY

Stock

Transaction date: Dec 11, 2024Filed 244 days later · past 45 days
Type: Purchase
Amount (as reported): $50,001 - $100,000
Owner: Joint

Disclosed 244 days after the trade. LLY closed at $796.03 on Dec 11, 2024; 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 12, 2024	Dec 12, 2024	$782.35	−1.72%	−$1,289 loss
Day of disclosureAug 12, 2025	Aug 12, 2025	$639.43	−19.7%	−$14,755 loss
30 days afterJan 10, 2025	Jan 10, 2025	$799.90	+0.49%	+$365 gain
90 days afterMar 11, 2025	Mar 11, 2025	$824.06	+3.52%	+$2,641 gain
Latest closeOct 20, 2026	Oct 20, 2026	$1,283.66	+61.3%	+$45,944 gain

Estimates: filers report neither the price nor the 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

Jul 23, 2024Filed 385 days later · past 45 days

Member

Univ OK RevMunicipal SecurityRate/Coupon: 5.0% Matures: 07/01/28

Sale

$15,001 - $50,000

No ticker reported

Jul 23, 2024Filed 385 days later · past 45 days

Member

Tulsa Cnty OK ISD GO UnltdMunicipal SecurityRate/Coupon: 4.5% Matures: 03/01/26

Sale

$100,001 - $250,000

No ticker reported

Jul 23, 2024Filed 385 days later · past 45 days

Member

Tulsa Cnty OK Indl Auth Eductn RevMunicipal SecurityRate/Coupon: 5.0% Matures: 09/01/27

Sale

$15,001 - $50,000

No ticker reported

Jul 23, 2024Filed 385 days later · past 45 days

Member

Purcell OK Public Wks Auth Sal RevMunicipal SecurityRate/Coupon: 5.0% Matures: 03/01/30

Sale

$15,001 - $50,000

No ticker reported

Jul 23, 2024Filed 385 days later · past 45 days

Member

Oklahoma St Univ Agric & Mech RevMunicipal SecurityRate/Coupon: 5.0 Matures: 09/01/32

Sale

$50,001 - $100,000

No ticker reported

Jul 23, 2024Filed 385 days later · past 45 days

Member

Oklahoma St Turnpike Auth RevMunicipal SecurityRate/Coupon: 5.0% Matures: 01/01/25

Sale

$15,001 - $50,000

No ticker reported

Jul 24, 2024Filed 384 days later · past 45 days

Member

Oklahoma St Dev Fin Auth Hlths RevMunicipal SecurityRate/Coupon: 5.0% Matures: 08/15/31

Sale

$15,001 - $50,000

No ticker reported

Mar 11, 2024Filed 519 days later · past 45 days

Member

Oklahoma St Dev Fin Auth Hlths RevMunicipal SecurityRate/Coupon: 5.0% Matures: 08/15/31

Partial sale

$15,001 - $50,000

No ticker reported

Feb 9, 2024Filed 550 days later · past 45 days

Member

Oklahoma St Dev Fin Auth Hlths RevMunicipal SecurityRate/Coupon: 5.0% Matures: 08/15/31

Partial sale

$50,001 - $100,000

No ticker reported

Feb 7, 2024Filed 552 days later · past 45 days

Member

Oklahoma St Dev Fin Auth Hlths RevMunicipal SecurityRate/Coupon: 5.0% Matures: 08/15/31

Partial sale

$50,001 - $100,000

No ticker reported

Jan 29, 2024Filed 561 days later · past 45 days

Member

Oklahoma St Dev Fin Auth Hlths RevMunicipal SecurityRate/Coupon: 5.0% Matures: 08/15/31

Partial sale

$100,001 - $250,000

No ticker reported

Jan 22, 2024Filed 568 days later · past 45 days

Member

Oklahoma St Dev Fin Auth Hlths RevMunicipal SecurityRate/Coupon: 5.0% Matures: 08/15/31

Partial sale

$50,001 - $100,000

No ticker reported

Jan 19, 2024Filed 571 days later · past 45 days

Member

Oklahoma St Dev Fin Auth Hlths RevMunicipal SecurityRate/Coupon: 5.0% Matures: 08/15/31

Partial sale

$50,001 - $100,000

No ticker reported

Jan 10, 2024Filed 580 days later · past 45 days

Member

Oklahoma St Dev Fin Auth Hlths RevMunicipal SecurityRate/Coupon: 5.0% Matures: 08/15/31

Partial sale

$50,001 - $100,000

No ticker reported

Jul 23, 2024Filed 385 days later · past 45 days

Member

Oklahoma St Capitol Impt Auth RevMunicipal SecurityRate/Coupon: 5.0% Matures: 07/01/25

Sale

$50,001 - $100,000

No ticker reported

Jul 23, 2024Filed 385 days later · past 45 days

Member

Oklahoma Dev Fin Auth Lease RevMunicipal SecurityRate/Coupon: 5.0% Matures: 12/01/29

Sale

$15,001 - $50,000

No ticker reported

Jul 23, 2024Filed 385 days later · past 45 days

Member

Oklahoma Cnty OK Fin Auth RevMunicipal SecurityRate/Coupon: 5.0% Matures: 10/01/24

Sale

$100,001 - $250,000

No ticker reported

Jul 23, 2024Filed 385 days later · past 45 days

Member

McClain Cnty OK Econ Dev Auth RevMunicipal SecurityRate/Coupon: 4.0% Matures: 09/01/33

Sale

$100,001 - $250,000

No ticker reported

Jul 23, 2024Filed 385 days later · past 45 days

Member

Grady Cnty OK Sch Fin Auth Edu RevMunicipal SecurityRate/Coupon: 4.0% Matures: 09/01/31

Sale

$100,001 - $250,000

No ticker reported

Jul 23, 2024Filed 385 days later · past 45 days

Member

Cleveland Cnty OK Eductnl Facs RevMunicipal SecurityRate/Coupon: 5.00% Matures: 06/01/32

Sale

$100,001 - $250,000

No ticker reported

Jul 23, 2024Filed 385 days later · past 45 days

Member

Canadian Cnty OK Eductnl Facs RevMunicipal SecurityRate/Coupon: 5.0% Matures: 09/01/27

Sale

$100,001 - $250,000

No ticker reported

Jul 23, 2024Filed 385 days later · past 45 days

Member

Canadian Cnty OK Edu Facs RevMunicipal SecurityRate/Coupon: 5.0% Matures: 09/01/29

Sale

$50,001 - $100,000

No ticker reported

Jul 23, 2024Filed 385 days later · past 45 days

Member

Broken Arrow OK GO UnltdMunicipal SecurityRate/Coupon: 4.0% Matures: 09/01/35

Sale

$100,001 - $250,000

No ticker reported

Oct 1, 2024Filed 315 days later · past 45 days

Joint

Pocono Mtn PA Sch Dist Go Nts 2023Municipal SecurityRate/Coupon: 4.5% Matures: 10/01/26

Sale

$50,001 - $100,000

No ticker reported

Jan 4, 2024Filed 586 days later · past 45 days

Spouse

Shopify IncSHOPStock

Sale

$1,001 - $15,000

Disclosed 586 days after the trade. SHOP closed at $73.42 on Jan 4, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJan 5, 2024	Jan 5, 2024	$74.51	+1.48%	$119 gain missed
Day of disclosureAug 12, 2025	Aug 12, 2025	$149.30	+103.4%	$8,269 gain missed
30 days afterFeb 5, 2024	Feb 5, 2024	$81.40	+10.9%	$870 gain missed
90 days afterApr 3, 2024	Apr 3, 2024	$75.64	+3.02%	$242 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$173.48	+136.3%	$10,904 gain missed

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

Jan 4, 2024Filed 586 days later · past 45 days

Spouse

PayPal Holdings, Inc. - Common StockPYPLStock

Sale

$1,001 - $15,000

Disclosed 586 days after the trade. PYPL closed at $58.45 on Jan 4, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJan 5, 2024	Jan 5, 2024	$60.12	+2.86%	$229 gain missed
Day of disclosureAug 12, 2025	Aug 12, 2025	$67.97	+16.3%	$1,303 gain missed
30 days afterFeb 5, 2024	Feb 5, 2024	$61.54	+5.29%	$423 gain missed
90 days afterApr 3, 2024	Apr 3, 2024	$65.34	+11.8%	$943 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$57.14	−2.24%	$179 loss avoided

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

Jan 4, 2024Filed 586 days later · past 45 days

Spouse

Insulet Corporation - Common StockPODDStock

Sale

$1,001 - $15,000

Disclosed 586 days after the trade. PODD closed at $199.81 on Jan 4, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJan 5, 2024	Jan 5, 2024	$197.87	−0.97%	$78 loss avoided
Day of disclosureAug 12, 2025	Aug 12, 2025	$309.63	+55.0%	$4,398 gain missed
30 days afterFeb 5, 2024	Feb 5, 2024	$193.54	−3.14%	$251 loss avoided
90 days afterApr 3, 2024	Apr 3, 2024	$164.86	−17.5%	$1,400 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$142.64	−28.6%	$2,289 loss avoided

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

Jan 4, 2024Filed 586 days later · past 45 days

Spouse

Instructure Holdings, Inc. Common StockINSTStock

Sale

$1,001 - $15,000

No prices found

Jan 4, 2024Filed 586 days later · past 45 days

Spouse

Hubbell Inc Common StockHUBBStock

Sale

$1,001 - $15,000

Disclosed 586 days after the trade. HUBB closed at $319.94 on Jan 4, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJan 5, 2024	Jan 5, 2024	$318.16	−0.56%	$45 loss avoided
Day of disclosureAug 12, 2025	Aug 12, 2025	$432.14	+35.1%	$2,806 gain missed
30 days afterFeb 5, 2024	Feb 5, 2024	$350.99	+9.70%	$776 gain missed
90 days afterApr 3, 2024	Apr 3, 2024	$424.40	+32.6%	$2,612 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$459.32	+43.6%	$3,486 gain missed

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

Jan 4, 2024Filed 586 days later · past 45 days

Spouse

FirstCash Holdings, Inc. - Common StockFCFSStock

Sale

$1,001 - $15,000

Disclosed 586 days after the trade. FCFS closed at $106.50 on Jan 4, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJan 5, 2024	Jan 5, 2024	$106.28	−0.21%	$17 loss avoided
Day of disclosureAug 12, 2025	Aug 12, 2025	$138.51	+30.1%	$2,405 gain missed
30 days afterFeb 5, 2024	Feb 5, 2024	$117.32	+10.2%	$813 gain missed
90 days afterApr 3, 2024	Apr 3, 2024	$124.87	+17.2%	$1,380 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$214.78	+101.7%	$8,135 gain missed

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

Jan 4, 2024Filed 586 days later · past 45 days

Spouse

FabrinetFNStock

Sale

$1,001 - $15,000

Disclosed 586 days after the trade. FN closed at $182.59 on Jan 4, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJan 5, 2024	Jan 5, 2024	$184.29	+0.93%	$74 gain missed
Day of disclosureAug 12, 2025	Aug 12, 2025	$348.33	+90.8%	$7,263 gain missed
30 days afterFeb 5, 2024	Feb 5, 2024	$223.60	+22.5%	$1,797 gain missed
90 days afterApr 3, 2024	Apr 3, 2024	$190.06	+4.09%	$327 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$355.48	+94.7%	$7,576 gain missed

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

Jan 4, 2024Filed 586 days later · past 45 days

Spouse

ExlService Holdings, Inc. - Common StockEXLSStock

Sale

$1,001 - $15,000

Disclosed 586 days after the trade. EXLS closed at $29.88 on Jan 4, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJan 5, 2024	Jan 5, 2024	$29.63	−0.84%	$67 loss avoided
Day of disclosureAug 12, 2025	Aug 12, 2025	$42.54	+42.4%	$3,390 gain missed
30 days afterFeb 5, 2024	Feb 5, 2024	$30.59	+2.38%	$190 gain missed
90 days afterApr 3, 2024	Apr 3, 2024	$31.04	+3.88%	$311 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$40.86	+36.7%	$2,940 gain missed

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

Jan 4, 2024Filed 586 days later · past 45 days

Spouse

Corteva, Inc. Common StockCTVAStock

Sale

$1,001 - $15,000

Disclosed 586 days after the trade. CTVA closed at $47.60 on Jan 4, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJan 5, 2024	Jan 5, 2024	$47.33	−0.57%	$45 loss avoided
Day of disclosureAug 12, 2025	Aug 12, 2025	$71.03	+49.2%	$3,938 gain missed
30 days afterFeb 5, 2024	Feb 5, 2024	$51.80	+8.82%	$706 gain missed
90 days afterApr 3, 2024	Apr 3, 2024	$57.41	+20.6%	$1,649 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$12.90	−72.9%	$5,833 loss avoided

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

Jan 4, 2024Filed 586 days later · past 45 days

Spouse

Celsius Holdings, Inc. - Common StockCELHStock

Sale

$1,001 - $15,000

Disclosed 586 days after the trade. CELH closed at $56.55 on Jan 4, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJan 5, 2024	Jan 5, 2024	$57.28	+1.29%	$103 gain missed
Day of disclosureAug 12, 2025	Aug 12, 2025	$54.72	−3.24%	$259 loss avoided
30 days afterFeb 5, 2024	Feb 5, 2024	$53.21	−5.91%	$473 loss avoided
90 days afterApr 3, 2024	Apr 3, 2024	$76.65	+35.5%	$2,844 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$29.96	−47.0%	$3,762 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 11, 2024Filed 244 days later · past 45 days

Joint

Eli Lilly and Company Common StockLLYStock

Purchase

$50,001 - $100,000

Disclosed 244 days after the trade. LLY closed at $796.03 on Dec 11, 2024; 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 12, 2024	Dec 12, 2024	$782.35	−1.72%	−$1,289 loss
Day of disclosureAug 12, 2025	Aug 12, 2025	$639.43	−19.7%	−$14,755 loss
30 days afterJan 10, 2025	Jan 10, 2025	$799.90	+0.49%	+$365 gain
90 days afterMar 11, 2025	Mar 11, 2025	$824.06	+3.52%	+$2,641 gain
Latest closeOct 20, 2026	Oct 20, 2026	$1,283.66	+61.3%	+$45,944 gain

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

Insulet Corporation - Common StockPODD

Stock

Transaction date: Jan 3, 2023Filed 939 days later · past 45 days
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Spouse

Disclosed 939 days after the trade. PODD closed at $286.38 on Jan 3, 2023; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJan 4, 2023	Jan 4, 2023	$279.72	−2.33%	−$186 loss
Day of disclosureJul 30, 2025	Jul 30, 2025	$298.27	+4.15%	+$332 gain
30 days afterFeb 2, 2023	Feb 2, 2023	$292.95	+2.29%	+$184 gain
90 days afterApr 3, 2023	Apr 3, 2023	$318.84	+11.3%	+$907 gain
Latest closeOct 20, 2026	Oct 20, 2026	$142.64	−50.2%	−$4,016 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.

Hubbell Inc Common StockHUBB

Stock

Transaction date: Jan 3, 2023Filed 939 days later · past 45 days
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Spouse

Disclosed 939 days after the trade. HUBB closed at $234.49 on Jan 3, 2023; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJan 4, 2023	Jan 4, 2023	$229.30	−2.21%	−$177 loss
Day of disclosureJul 30, 2025	Jul 30, 2025	$437.44	+86.5%	+$6,925 gain
30 days afterFeb 2, 2023	Feb 2, 2023	$236.90	+1.03%	+$82 gain
90 days afterApr 3, 2023	Apr 3, 2023	$244.34	+4.20%	+$336 gain
Latest closeOct 20, 2026	Oct 20, 2026	$459.32	+95.9%	+$7,671 gain

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

FabrinetFN

Stock

Transaction date: Jan 3, 2023Filed 939 days later · past 45 days
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Spouse

Disclosed 939 days after the trade. FN closed at $130.78 on Jan 3, 2023; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJan 4, 2023	Jan 4, 2023	$128.47	−1.77%	−$141 loss
Day of disclosureJul 30, 2025	Jul 30, 2025	$320.66	+145.2%	+$11,617 gain
30 days afterFeb 2, 2023	Feb 2, 2023	$133.33	+1.95%	+$156 gain
90 days afterApr 3, 2023	Apr 3, 2023	$116.36	−11.0%	−$882 loss
Latest closeOct 20, 2026	Oct 20, 2026	$355.48	+171.8%	+$13,747 gain

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

ExlService Holdings, Inc. - Common StockEXLS

Stock

Transaction date: Jan 3, 2023Filed 939 days later · past 45 days
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Spouse

Disclosed 939 days after the trade. EXLS closed at $34.49 on Jan 3, 2023; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJan 4, 2023	Jan 4, 2023	$33.95	−1.58%	−$126 loss
Day of disclosureJul 30, 2025	Jul 30, 2025	$42.79	+24.1%	+$1,924 gain
30 days afterFeb 2, 2023	Feb 2, 2023	$34.63	+0.38%	+$31 gain
90 days afterApr 3, 2023	Apr 3, 2023	$32.42	−6.00%	−$480 loss
Latest closeOct 20, 2026	Oct 20, 2026	$40.86	+18.5%	+$1,477 gain

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

Corteva, Inc. Common StockCTVA

Stock

Transaction date: Jan 3, 2023Filed 939 days later · past 45 days
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Spouse

Disclosed 939 days after the trade. CTVA closed at $58.93 on Jan 3, 2023; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJan 4, 2023	Jan 4, 2023	$59.69	+1.29%	+$103 gain
Day of disclosureJul 30, 2025	Jul 30, 2025	$71.98	+22.1%	+$1,772 gain
30 days afterFeb 2, 2023	Feb 2, 2023	$62.00	+5.21%	+$417 gain
90 days afterApr 3, 2023	Apr 3, 2023	$61.00	+3.51%	+$281 gain
Latest closeOct 20, 2026	Oct 20, 2026	$12.90	−78.1%	−$6,250 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.

Celsius Holdings IncCELH

Stock

Transaction date: Jan 3, 2023Filed 939 days later · past 45 days
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Spouse

Disclosed 939 days after the trade. CELH closed at $33.49 on Jan 3, 2023; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJan 4, 2023	Jan 4, 2023	$33.64	+0.44%	+$35 gain
Day of disclosureJul 30, 2025	Jul 30, 2025	$46.54	+39.0%	+$3,118 gain
30 days afterFeb 2, 2023	Feb 2, 2023	$31.38	−6.31%	−$505 loss
90 days afterApr 3, 2023	Apr 3, 2023	$30.71	−8.29%	−$663 loss
Latest closeOct 20, 2026	Oct 20, 2026	$29.96	−10.5%	−$843 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

Oct 30, 2023Filed 639 days later · past 45 days

Member

Oklahoma St Turnpike Auth RevMunicipal SecurityRate/Coupon: 5.0% Matures: 01/01/25

Purchase

$15,001 - $50,000

No ticker reported

Nov 29, 2023Filed 609 days later · past 45 days

Member

Oklahoma St Dev Fin Auth Hlths RevMunicipal SecurityRate/Coupon: .41% Matures: 08/15/31

Purchase

$250,001 - $500,000

No ticker reported

Oct 23, 2023Filed 646 days later · past 45 days

Member

Oklahoma St Dev Fin Auth Hlths Rev AdjMunicipal SecurityRate/Coupon: .41% Matures: 08/15/31

Partial sale

$50,001 - $100,000

No ticker reported

Jan 3, 2023Filed 939 days later · past 45 days

Spouse

Insulet Corporation - Common StockPODDStock

Purchase

$1,001 - $15,000

Disclosed 939 days after the trade. PODD closed at $286.38 on Jan 3, 2023; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJan 4, 2023	Jan 4, 2023	$279.72	−2.33%	−$186 loss
Day of disclosureJul 30, 2025	Jul 30, 2025	$298.27	+4.15%	+$332 gain
30 days afterFeb 2, 2023	Feb 2, 2023	$292.95	+2.29%	+$184 gain
90 days afterApr 3, 2023	Apr 3, 2023	$318.84	+11.3%	+$907 gain
Latest closeOct 20, 2026	Oct 20, 2026	$142.64	−50.2%	−$4,016 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 3, 2023Filed 939 days later · past 45 days

Spouse

Instructure Holdings, Inc. Common StockINSTStock

Purchase

$1,001 - $15,000

No prices found

Jan 3, 2023Filed 939 days later · past 45 days

Spouse

Hubbell Inc Common StockHUBBStock

Purchase

$1,001 - $15,000

Disclosed 939 days after the trade. HUBB closed at $234.49 on Jan 3, 2023; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJan 4, 2023	Jan 4, 2023	$229.30	−2.21%	−$177 loss
Day of disclosureJul 30, 2025	Jul 30, 2025	$437.44	+86.5%	+$6,925 gain
30 days afterFeb 2, 2023	Feb 2, 2023	$236.90	+1.03%	+$82 gain
90 days afterApr 3, 2023	Apr 3, 2023	$244.34	+4.20%	+$336 gain
Latest closeOct 20, 2026	Oct 20, 2026	$459.32	+95.9%	+$7,671 gain

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

Jan 3, 2023Filed 939 days later · past 45 days

Spouse

FabrinetFNStock

Purchase

$1,001 - $15,000

Disclosed 939 days after the trade. FN closed at $130.78 on Jan 3, 2023; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJan 4, 2023	Jan 4, 2023	$128.47	−1.77%	−$141 loss
Day of disclosureJul 30, 2025	Jul 30, 2025	$320.66	+145.2%	+$11,617 gain
30 days afterFeb 2, 2023	Feb 2, 2023	$133.33	+1.95%	+$156 gain
90 days afterApr 3, 2023	Apr 3, 2023	$116.36	−11.0%	−$882 loss
Latest closeOct 20, 2026	Oct 20, 2026	$355.48	+171.8%	+$13,747 gain

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

Jan 3, 2023Filed 939 days later · past 45 days

Spouse

ExlService Holdings, Inc. - Common StockEXLSStock

Purchase

$1,001 - $15,000

Disclosed 939 days after the trade. EXLS closed at $34.49 on Jan 3, 2023; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJan 4, 2023	Jan 4, 2023	$33.95	−1.58%	−$126 loss
Day of disclosureJul 30, 2025	Jul 30, 2025	$42.79	+24.1%	+$1,924 gain
30 days afterFeb 2, 2023	Feb 2, 2023	$34.63	+0.38%	+$31 gain
90 days afterApr 3, 2023	Apr 3, 2023	$32.42	−6.00%	−$480 loss
Latest closeOct 20, 2026	Oct 20, 2026	$40.86	+18.5%	+$1,477 gain

Estimates: filers report neither the price nor the 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 3, 2023Filed 939 days later · past 45 days

Spouse

Corteva, Inc. Common StockCTVAStock

Purchase

$1,001 - $15,000

Disclosed 939 days after the trade. CTVA closed at $58.93 on Jan 3, 2023; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJan 4, 2023	Jan 4, 2023	$59.69	+1.29%	+$103 gain
Day of disclosureJul 30, 2025	Jul 30, 2025	$71.98	+22.1%	+$1,772 gain
30 days afterFeb 2, 2023	Feb 2, 2023	$62.00	+5.21%	+$417 gain
90 days afterApr 3, 2023	Apr 3, 2023	$61.00	+3.51%	+$281 gain
Latest closeOct 20, 2026	Oct 20, 2026	$12.90	−78.1%	−$6,250 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 3, 2023Filed 939 days later · past 45 days

Spouse

Celsius Holdings IncCELHStock

Purchase

$1,001 - $15,000

Disclosed 939 days after the trade. CELH closed at $33.49 on Jan 3, 2023; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJan 4, 2023	Jan 4, 2023	$33.64	+0.44%	+$35 gain
Day of disclosureJul 30, 2025	Jul 30, 2025	$46.54	+39.0%	+$3,118 gain
30 days afterFeb 2, 2023	Feb 2, 2023	$31.38	−6.31%	−$505 loss
90 days afterApr 3, 2023	Apr 3, 2023	$30.71	−8.29%	−$663 loss
Latest closeOct 20, 2026	Oct 20, 2026	$29.96	−10.5%	−$843 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 CorpCSX

Stock

Comment: MFI67

Transaction date: May 13, 2025Filed 29 days later
Type: Purchase
Amount (as reported): $15,001 - $50,000
Owner: Joint

Disclosed 29 days after the trade. CSX closed at $30.54 on May 13, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeMay 14, 2025	May 14, 2025	$31.03	+1.60%	+$521 gain
Day of disclosureJun 11, 2025	Jun 11, 2025	$32.32	+5.83%	+$1,894 gain
30 days afterJun 12, 2025	Jun 12, 2025	$32.39	+6.06%	+$1,969 gain
90 days afterAug 11, 2025	Aug 11, 2025	$35.23	+15.4%	+$4,991 gain
Latest closeOct 20, 2026	Oct 20, 2026	$48.08	+57.4%	+$18,666 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.

Chevron CorpCVX

Stock

Comment: MFI67

Transaction date: May 13, 2025Filed 29 days later
Type: Purchase
Amount (as reported): $50,001 - $100,000
Owner: Joint

Disclosed 29 days after the trade. CVX closed at $142.35 on May 13, 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 tradeMay 14, 2025	May 14, 2025	$141.67	−0.48%	−$358 loss
Day of disclosureJun 11, 2025	Jun 11, 2025	$144.78	+1.71%	+$1,280 gain
30 days afterJun 12, 2025	Jun 12, 2025	$144.97	+1.84%	+$1,380 gain
90 days afterAug 11, 2025	Aug 11, 2025	$153.45	+7.80%	+$5,848 gain
Latest closeOct 20, 2026	Oct 20, 2026	$225.71	+58.6%	+$43,921 gain

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

ConocophillipsCOP

Stock

Comment: MFI67

Transaction date: May 13, 2025Filed 29 days later
Type: Purchase
Amount (as reported): $15,001 - $50,000
Owner: Joint

Disclosed 29 days after the trade. COP closed at $94.17 on May 13, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeMay 14, 2025	May 14, 2025	$92.57	−1.70%	−$552 loss
Day of disclosureJun 11, 2025	Jun 11, 2025	$93.35	−0.87%	−$283 loss
30 days afterJun 12, 2025	Jun 12, 2025	$94.69	+0.55%	+$179 gain
90 days afterAug 11, 2025	Aug 11, 2025	$93.53	−0.68%	−$221 loss
Latest closeOct 20, 2026	Oct 20, 2026	$145.95	+55.0%	+$17,871 gain

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

Lpl Financial HoldingsLPLA

Stock

Comment: MFI67

Transaction date: May 13, 2025Filed 29 days later
Type: Purchase
Amount (as reported): $15,001 - $50,000
Owner: Joint

Disclosed 29 days after the trade. LPLA closed at $382.99 on May 13, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeMay 14, 2025	May 14, 2025	$385.05	+0.54%	+$175 gain
Day of disclosureJun 11, 2025	Jun 11, 2025	$377.08	−1.54%	−$502 loss
30 days afterJun 12, 2025	Jun 12, 2025	$379.39	−0.94%	−$306 loss
90 days afterAug 11, 2025	Aug 11, 2025	$370.65	−3.22%	−$1,047 loss
Latest closeOct 20, 2026	Oct 20, 2026	$321.88	−16.0%	−$5,186 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.

L3Harris Technologies IncLHX

Stock

Comment: MFI67

Transaction date: May 13, 2025Filed 29 days later
Type: Purchase
Amount (as reported): $15,001 - $50,000
Owner: Joint

Disclosed 29 days after the trade. LHX closed at $218.37 on May 13, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeMay 14, 2025	May 14, 2025	$219.65	+0.59%	+$191 gain
Day of disclosureJun 11, 2025	Jun 11, 2025	$246.67	+13.0%	+$4,212 gain
30 days afterJun 12, 2025	Jun 12, 2025	$250.39	+14.7%	+$4,766 gain
90 days afterAug 11, 2025	Aug 11, 2025	$270.32	+23.8%	+$7,732 gain
Latest closeOct 20, 2026	Oct 20, 2026	$248.77	+13.9%	+$4,525 gain

Estimates: filers report neither the price nor the 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 CorpLRCX

Stock

Comment: MFI67

Transaction date: May 13, 2025Filed 29 days later
Type: Purchase
Amount (as reported): $15,001 - $50,000
Owner: Joint

Disclosed 29 days after the trade. LRCX closed at $85.25 on May 13, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeMay 14, 2025	May 14, 2025	$84.97	−0.33%	−$107 loss
Day of disclosureJun 11, 2025	Jun 11, 2025	$90.95	+6.69%	+$2,173 gain
30 days afterJun 12, 2025	Jun 12, 2025	$91.66	+7.52%	+$2,444 gain
90 days afterAug 11, 2025	Aug 11, 2025	$102.00	+19.6%	+$6,386 gain
Latest closeOct 20, 2026	Oct 20, 2026	$263.45	+209.0%	+$67,938 gain

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

SPDR S&P 500SPY

Stock

Comment: MFI67

Transaction date: May 13, 2025Filed 29 days later
Type: Sale
Amount (as reported): $500,001 - $1,000,000
Owner: Joint

Disclosed 29 days after the trade. SPY closed at $586.84 on May 13, 2025; changes are measured from that close.

Amount within the reported $500,001–$1,000,000$750,001

Point	Session	Close	Change	On $750,001 sold
Day after the tradeMay 14, 2025	May 14, 2025	$587.59	+0.13%	$959 gain missed
Day of disclosureJun 11, 2025	Jun 11, 2025	$601.36	+2.47%	$18,557 gain missed
30 days afterJun 12, 2025	Jun 12, 2025	$603.75	+2.88%	$21,612 gain missed
90 days afterAug 11, 2025	Aug 11, 2025	$635.92	+8.36%	$62,726 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$769.05	+31.0%	$232,870 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.

Texas InstrumentsTXN

Stock

Comment: MFI67

Transaction date: May 13, 2025Filed 29 days later
Type: Purchase
Amount (as reported): $15,001 - $50,000
Owner: Joint

Disclosed 29 days after the trade. TXN closed at $188.20 on May 13, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeMay 14, 2025	May 14, 2025	$187.34	−0.46%	−$149 loss
Day of disclosureJun 11, 2025	Jun 11, 2025	$199.69	+6.11%	+$1,984 gain
30 days afterJun 12, 2025	Jun 12, 2025	$199.66	+6.09%	+$1,979 gain
90 days afterAug 11, 2025	Aug 11, 2025	$183.71	−2.39%	−$775 loss
Latest closeOct 20, 2026	Oct 20, 2026	$277.78	+47.6%	+$15,470 gain

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

Thermo Fisher Scientific IncTMO

Stock

Comment: MFI67

Transaction date: May 13, 2025Filed 29 days later
Type: Purchase
Amount (as reported): $15,001 - $50,000
Owner: Joint

Disclosed 29 days after the trade. TMO closed at $428.95 on May 13, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeMay 14, 2025	May 14, 2025	$406.05	−5.34%	−$1,735 loss
Day of disclosureJun 11, 2025	Jun 11, 2025	$415.15	−3.22%	−$1,046 loss
30 days afterJun 12, 2025	Jun 12, 2025	$415.33	−3.18%	−$1,032 loss
90 days afterAug 11, 2025	Aug 11, 2025	$462.39	+7.80%	+$2,534 gain
Latest closeOct 20, 2026	Oct 20, 2026	$687.37	+60.2%	+$19,580 gain

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

Valero Energy CorpVLO

Stock

Comment: MFI67

Transaction date: May 13, 2025Filed 29 days later
Type: Purchase
Amount (as reported): $50,001 - $100,000
Owner: Joint

Disclosed 29 days after the trade. VLO closed at $135.11 on May 13, 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 tradeMay 14, 2025	May 14, 2025	$134.32	−0.58%	−$439 loss
Day of disclosureJun 11, 2025	Jun 11, 2025	$134.06	−0.78%	−$583 loss
30 days afterJun 12, 2025	Jun 12, 2025	$133.50	−1.19%	−$894 loss
90 days afterAug 11, 2025	Aug 11, 2025	$131.77	−2.47%	−$1,854 loss
Latest closeOct 20, 2026	Oct 20, 2026	$433.42	+220.8%	+$165,595 gain

Estimates: filers report neither the price nor the 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

Comment: MFI67

Transaction date: May 13, 2025Filed 29 days later
Type: Purchase
Amount (as reported): $50,001 - $100,000
Owner: Joint

Disclosed 29 days after the trade. ZTS closed at $160.41 on May 13, 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 tradeMay 14, 2025	May 14, 2025	$154.92	−3.42%	−$2,567 loss
Day of disclosureJun 11, 2025	Jun 11, 2025	$166.33	+3.69%	+$2,768 gain
30 days afterJun 12, 2025	Jun 12, 2025	$168.82	+5.24%	+$3,932 gain
90 days afterAug 11, 2025	Aug 11, 2025	$149.02	−7.10%	−$5,325 loss
Latest closeOct 20, 2026	Oct 20, 2026	$80.04	−50.1%	−$37,578 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

May 13, 2025Filed 29 days later

Joint

Adobe Systems IncADBEStockComment: MFI67

Purchase

$15,001 - $50,000

Disclosed 29 days after the trade. ADBE closed at $397.40 on May 13, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeMay 14, 2025	May 14, 2025	$399.47	+0.52%	+$169 gain
Day of disclosureJun 11, 2025	Jun 11, 2025	$412.84	+3.89%	+$1,263 gain
30 days afterJun 12, 2025	Jun 12, 2025	$413.68	+4.10%	+$1,331 gain
90 days afterAug 11, 2025	Aug 11, 2025	$333.65	−16.0%	−$5,214 loss
Latest closeOct 20, 2026	Oct 20, 2026	$256.73	−35.4%	−$11,505 loss

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

May 13, 2025Filed 29 days later

Joint

Applied Materials, Inc. - Common StockAMATStockComment: MFI67

Purchase

$15,001 - $50,000

Disclosed 29 days after the trade. AMAT closed at $173.03 on May 13, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeMay 14, 2025	May 14, 2025	$174.14	+0.64%	+$208 gain
Day of disclosureJun 11, 2025	Jun 11, 2025	$172.79	−0.14%	−$45 loss
30 days afterJun 12, 2025	Jun 12, 2025	$175.00	+1.14%	+$370 gain
90 days afterAug 11, 2025	Aug 11, 2025	$184.38	+6.56%	+$2,132 gain
Latest closeOct 20, 2026	Oct 20, 2026	$404.98	+134.1%	+$43,568 gain

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

May 13, 2025Filed 29 days later

Joint

CSX CorpCSXStockComment: MFI67

Purchase

$15,001 - $50,000

Disclosed 29 days after the trade. CSX closed at $30.54 on May 13, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeMay 14, 2025	May 14, 2025	$31.03	+1.60%	+$521 gain
Day of disclosureJun 11, 2025	Jun 11, 2025	$32.32	+5.83%	+$1,894 gain
30 days afterJun 12, 2025	Jun 12, 2025	$32.39	+6.06%	+$1,969 gain
90 days afterAug 11, 2025	Aug 11, 2025	$35.23	+15.4%	+$4,991 gain
Latest closeOct 20, 2026	Oct 20, 2026	$48.08	+57.4%	+$18,666 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.

May 13, 2025Filed 29 days later

Joint

Chevron CorpCVXStockComment: MFI67

Purchase

$50,001 - $100,000

Disclosed 29 days after the trade. CVX closed at $142.35 on May 13, 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 tradeMay 14, 2025	May 14, 2025	$141.67	−0.48%	−$358 loss
Day of disclosureJun 11, 2025	Jun 11, 2025	$144.78	+1.71%	+$1,280 gain
30 days afterJun 12, 2025	Jun 12, 2025	$144.97	+1.84%	+$1,380 gain
90 days afterAug 11, 2025	Aug 11, 2025	$153.45	+7.80%	+$5,848 gain
Latest closeOct 20, 2026	Oct 20, 2026	$225.71	+58.6%	+$43,921 gain

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

May 13, 2025Filed 29 days later

Joint

ConocophillipsCOPStockComment: MFI67

Purchase

$15,001 - $50,000

Disclosed 29 days after the trade. COP closed at $94.17 on May 13, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeMay 14, 2025	May 14, 2025	$92.57	−1.70%	−$552 loss
Day of disclosureJun 11, 2025	Jun 11, 2025	$93.35	−0.87%	−$283 loss
30 days afterJun 12, 2025	Jun 12, 2025	$94.69	+0.55%	+$179 gain
90 days afterAug 11, 2025	Aug 11, 2025	$93.53	−0.68%	−$221 loss
Latest closeOct 20, 2026	Oct 20, 2026	$145.95	+55.0%	+$17,871 gain

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

May 13, 2025Filed 29 days later

Joint

Lpl Financial HoldingsLPLAStockComment: MFI67

Purchase

$15,001 - $50,000

Disclosed 29 days after the trade. LPLA closed at $382.99 on May 13, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeMay 14, 2025	May 14, 2025	$385.05	+0.54%	+$175 gain
Day of disclosureJun 11, 2025	Jun 11, 2025	$377.08	−1.54%	−$502 loss
30 days afterJun 12, 2025	Jun 12, 2025	$379.39	−0.94%	−$306 loss
90 days afterAug 11, 2025	Aug 11, 2025	$370.65	−3.22%	−$1,047 loss
Latest closeOct 20, 2026	Oct 20, 2026	$321.88	−16.0%	−$5,186 loss

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

May 13, 2025Filed 29 days later

Joint

L3Harris Technologies IncLHXStockComment: MFI67

Purchase

$15,001 - $50,000

Disclosed 29 days after the trade. LHX closed at $218.37 on May 13, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeMay 14, 2025	May 14, 2025	$219.65	+0.59%	+$191 gain
Day of disclosureJun 11, 2025	Jun 11, 2025	$246.67	+13.0%	+$4,212 gain
30 days afterJun 12, 2025	Jun 12, 2025	$250.39	+14.7%	+$4,766 gain
90 days afterAug 11, 2025	Aug 11, 2025	$270.32	+23.8%	+$7,732 gain
Latest closeOct 20, 2026	Oct 20, 2026	$248.77	+13.9%	+$4,525 gain

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

May 13, 2025Filed 29 days later

Joint

Lam Research CorpLRCXStockComment: MFI67

Purchase

$15,001 - $50,000

Disclosed 29 days after the trade. LRCX closed at $85.25 on May 13, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeMay 14, 2025	May 14, 2025	$84.97	−0.33%	−$107 loss
Day of disclosureJun 11, 2025	Jun 11, 2025	$90.95	+6.69%	+$2,173 gain
30 days afterJun 12, 2025	Jun 12, 2025	$91.66	+7.52%	+$2,444 gain
90 days afterAug 11, 2025	Aug 11, 2025	$102.00	+19.6%	+$6,386 gain
Latest closeOct 20, 2026	Oct 20, 2026	$263.45	+209.0%	+$67,938 gain

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

May 13, 2025Filed 29 days later

Joint

SPDR S&P 500SPYStockComment: MFI67

Sale

$500,001 - $1,000,000

Disclosed 29 days after the trade. SPY closed at $586.84 on May 13, 2025; changes are measured from that close.

Amount within the reported $500,001–$1,000,000$750,001

Point	Session	Close	Change	On $750,001 sold
Day after the tradeMay 14, 2025	May 14, 2025	$587.59	+0.13%	$959 gain missed
Day of disclosureJun 11, 2025	Jun 11, 2025	$601.36	+2.47%	$18,557 gain missed
30 days afterJun 12, 2025	Jun 12, 2025	$603.75	+2.88%	$21,612 gain missed
90 days afterAug 11, 2025	Aug 11, 2025	$635.92	+8.36%	$62,726 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$769.05	+31.0%	$232,870 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.

May 13, 2025Filed 29 days later

Joint

Texas InstrumentsTXNStockComment: MFI67

Purchase

$15,001 - $50,000

Disclosed 29 days after the trade. TXN closed at $188.20 on May 13, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeMay 14, 2025	May 14, 2025	$187.34	−0.46%	−$149 loss
Day of disclosureJun 11, 2025	Jun 11, 2025	$199.69	+6.11%	+$1,984 gain
30 days afterJun 12, 2025	Jun 12, 2025	$199.66	+6.09%	+$1,979 gain
90 days afterAug 11, 2025	Aug 11, 2025	$183.71	−2.39%	−$775 loss
Latest closeOct 20, 2026	Oct 20, 2026	$277.78	+47.6%	+$15,470 gain

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

May 13, 2025Filed 29 days later

Joint

Thermo Fisher Scientific IncTMOStockComment: MFI67

Purchase

$15,001 - $50,000

Disclosed 29 days after the trade. TMO closed at $428.95 on May 13, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeMay 14, 2025	May 14, 2025	$406.05	−5.34%	−$1,735 loss
Day of disclosureJun 11, 2025	Jun 11, 2025	$415.15	−3.22%	−$1,046 loss
30 days afterJun 12, 2025	Jun 12, 2025	$415.33	−3.18%	−$1,032 loss
90 days afterAug 11, 2025	Aug 11, 2025	$462.39	+7.80%	+$2,534 gain
Latest closeOct 20, 2026	Oct 20, 2026	$687.37	+60.2%	+$19,580 gain

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

May 13, 2025Filed 29 days later

Joint

Valero Energy CorpVLOStockComment: MFI67

Purchase

$50,001 - $100,000

Disclosed 29 days after the trade. VLO closed at $135.11 on May 13, 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 tradeMay 14, 2025	May 14, 2025	$134.32	−0.58%	−$439 loss
Day of disclosureJun 11, 2025	Jun 11, 2025	$134.06	−0.78%	−$583 loss
30 days afterJun 12, 2025	Jun 12, 2025	$133.50	−1.19%	−$894 loss
90 days afterAug 11, 2025	Aug 11, 2025	$131.77	−2.47%	−$1,854 loss
Latest closeOct 20, 2026	Oct 20, 2026	$433.42	+220.8%	+$165,595 gain

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

May 13, 2025Filed 29 days later

Joint

Zoetis Inc. Class A Common StockZTSStockComment: MFI67

Purchase

$50,001 - $100,000

Disclosed 29 days after the trade. ZTS closed at $160.41 on May 13, 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 tradeMay 14, 2025	May 14, 2025	$154.92	−3.42%	−$2,567 loss
Day of disclosureJun 11, 2025	Jun 11, 2025	$166.33	+3.69%	+$2,768 gain
30 days afterJun 12, 2025	Jun 12, 2025	$168.82	+5.24%	+$3,932 gain
90 days afterAug 11, 2025	Aug 11, 2025	$149.02	−7.10%	−$5,325 loss
Latest closeOct 20, 2026	Oct 20, 2026	$80.04	−50.1%	−$37,578 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.