Tim Moore

Representative · NC-14 · R

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

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

Disclosed trades

Periodic transaction reports required by the STOCK Act: purchases, sales, and exchanges of stocks, bonds, and similar assets over $1,000 by the member, a spouse, or a dependent child, due within 45 days of the transaction. Filers report a value range (a few enter an exact amount), not the price or number of shares. Reports are shown as filed. For stocks and funds with a ticker, “Price moves” shows the closing price after the trade, at disclosure, and since, with an estimate of what an amount you choose within the reported range would have gained or lost; these are estimates, not the filer’s actual results. Members who do not trade individual securities file none.

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Tim Moore

Representative · NC-14 · R

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

Official website Biographical Directory

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

Disclosed trades

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

237 reported transactions in 21 electronically filed reports; latest filed Aug 20, 2026.

Periodic Transaction Report · filed Dec 2, 2025 · House Clerk

View original filing

Cracker Barrel Old Country Store, Inc. - Common StockCBRL

Stocks (including ADRs) [ST]

Transaction date: Nov 20, 2025Filed 12 days later
Type: Purchase
Amount (as reported): $15,001 - $50,000
Owner: Member
Notified / status: Notified Dec 1, 2025New

Disclosed 12 days after the trade. CBRL closed at $25.97 on Nov 20, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeNov 21, 2025	Nov 21, 2025	$27.09	+4.31%	+$1,402 gain
Day of disclosureDec 2, 2025	Dec 2, 2025	$28.64	+10.3%	+$3,341 gain
30 days afterDec 22, 2025	Dec 22, 2025	$26.04	+0.27%	+$88 gain
90 days afterFeb 18, 2026	Feb 18, 2026	$32.95	+26.9%	+$8,735 gain
Latest closeOct 20, 2026	Oct 20, 2026	$66.69	+156.8%	+$50,960 gain

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

Cracker Barrel Old Country Store, Inc. - Common StockCBRL

Stocks (including ADRs) [ST]

Transaction date: Nov 28, 2025Filed 4 days later
Type: Sale
Amount (as reported): $15,001 - $50,000
Owner: Member
Notified / status: Notified Dec 1, 2025New

Disclosed 4 days after the trade. CBRL closed at $28.89 on Nov 28, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 sold
Day after the tradeDec 1, 2025	Dec 1, 2025	$28.63	−0.90%	$292 loss avoided
Day of disclosureDec 2, 2025	Dec 2, 2025	$28.64	−0.87%	$281 loss avoided
30 days afterDec 29, 2025	Dec 29, 2025	$25.33	−12.3%	$4,005 loss avoided
90 days afterFeb 26, 2026	Feb 26, 2026	$32.36	+12.0%	$3,904 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$66.69	+130.8%	$42,525 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.

Genprex, Inc. - Common StockGNPX

Stocks (including ADRs) [ST]

Transaction date: Nov 7, 2025Filed 25 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Dec 1, 2025New

Disclosed 25 days after the trade. GNPX closed at $92.62 on Nov 7, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 bought
Day after the tradeNov 10, 2025	Nov 10, 2025	$88.00	−4.99%	−$399 loss
Day of disclosureDec 2, 2025	Dec 2, 2025	$60.28	−34.9%	−$2,794 loss
30 days afterDec 8, 2025	Dec 8, 2025	$74.58	−19.5%	−$1,558 loss
90 days afterFeb 5, 2026	Feb 5, 2026	$43.12	−53.4%	−$4,276 loss
Latest closeOct 20, 2026	Oct 20, 2026	$2.13	−97.7%	−$7,817 loss

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

Harley-Davidson, Inc. Common StockHOG

Stocks (including ADRs) [ST]

Transaction date: Nov 28, 2025Filed 4 days later
Type: Sale
Amount (as reported): $15,001 - $50,000
Owner: Member
Notified / status: Notified Dec 1, 2025New

Disclosed 4 days after the trade. HOG closed at $24.49 on Nov 28, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 sold
Day after the tradeDec 1, 2025	Dec 1, 2025	$24.18	−1.27%	$411 loss avoided
Day of disclosureDec 2, 2025	Dec 2, 2025	$24.21	−1.14%	$372 loss avoided
30 days afterDec 29, 2025	Dec 29, 2025	$20.82	−15.0%	$4,871 loss avoided
90 days afterFeb 26, 2026	Feb 26, 2026	$18.39	−24.9%	$8,095 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$27.19	+11.0%	$3,583 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.

Harley-Davidson, Inc. Common StockHOG

Stocks (including ADRs) [ST]

Transaction date: Nov 21, 2025Filed 11 days later
Type: Purchase
Amount (as reported): $15,001 - $50,000
Owner: Member
Notified / status: Notified Dec 1, 2025New

Disclosed 11 days after the trade. HOG closed at $23.44 on Nov 21, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeNov 24, 2025	Nov 24, 2025	$24.00	+2.39%	+$776 gain
Day of disclosureDec 2, 2025	Dec 2, 2025	$24.21	+3.28%	+$1,068 gain
30 days afterDec 22, 2025	Dec 22, 2025	$20.90	−10.8%	−$3,522 loss
90 days afterFeb 19, 2026	Feb 19, 2026	$20.28	−13.5%	−$4,382 loss
Latest closeOct 20, 2026	Oct 20, 2026	$27.19	+16.0%	+$5,200 gain

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

Hyster-Yale, Inc. Class A common stockHY

Stocks (including ADRs) [ST]

Transaction date: Nov 20, 2025Filed 12 days later
Type: Purchase
Amount (as reported): $15,001 - $50,000
Owner: Member
Notified / status: Notified Dec 1, 2025New

Disclosed 12 days after the trade. HY closed at $26.49 on Nov 20, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeNov 21, 2025	Nov 21, 2025	$28.15	+6.27%	+$2,037 gain
Day of disclosureDec 2, 2025	Dec 2, 2025	$29.75	+12.3%	+$4,000 gain
30 days afterDec 22, 2025	Dec 22, 2025	$30.91	+16.7%	+$5,423 gain
90 days afterFeb 18, 2026	Feb 18, 2026	$39.19	+47.9%	+$15,582 gain
Latest closeOct 20, 2026	Oct 20, 2026	$28.94	+9.25%	+$3,006 gain

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

Hyster-Yale, Inc. Class A common stockHY

Stocks (including ADRs) [ST]

Transaction date: Nov 12, 2025Filed 20 days later
Type: Purchase
Amount (as reported): $50,001 - $100,000
Owner: Member
Notified / status: Notified Dec 1, 2025New

Disclosed 20 days after the trade. HY closed at $29.77 on Nov 12, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $75,001 bought
Day after the tradeNov 13, 2025	Nov 13, 2025	$29.29	−1.61%	−$1,209 loss
Day of disclosureDec 2, 2025	Dec 2, 2025	$29.75	−0.07%	−$50 loss
30 days afterDec 12, 2025	Dec 12, 2025	$33.56	+12.7%	+$9,548 gain
90 days afterFeb 10, 2026	Feb 10, 2026	$37.26	+25.2%	+$18,870 gain
Latest closeOct 20, 2026	Oct 20, 2026	$28.94	−2.79%	−$2,091 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.

Hyster-Yale, Inc. Class A common stockHY

Stocks (including ADRs) [ST]

Transaction date: Nov 14, 2025Filed 18 days later
Type: Purchase
Amount (as reported): $15,001 - $50,000
Owner: Member
Notified / status: Notified Dec 1, 2025New

Disclosed 18 days after the trade. HY closed at $28.50 on Nov 14, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeNov 17, 2025	Nov 17, 2025	$27.66	−2.95%	−$958 loss
Day of disclosureDec 2, 2025	Dec 2, 2025	$29.75	+4.39%	+$1,425 gain
30 days afterDec 15, 2025	Dec 15, 2025	$33.53	+17.6%	+$5,736 gain
90 days afterFeb 12, 2026	Feb 12, 2026	$38.67	+35.7%	+$11,598 gain
Latest closeOct 20, 2026	Oct 20, 2026	$28.94	+1.54%	+$502 gain

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

Hyster-Yale, Inc. Class A common stockHY

Stocks (including ADRs) [ST]

Transaction date: Nov 3, 2025Filed 29 days later
Type: Purchase
Amount (as reported): $50,001 - $100,000
Owner: Member
Notified / status: Notified Dec 1, 2025New

Disclosed 29 days after the trade. HY closed at $35.63 on Nov 3, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $75,001 bought
Day after the tradeNov 4, 2025	Nov 4, 2025	$34.56	−3.00%	−$2,252 loss
Day of disclosureDec 2, 2025	Dec 2, 2025	$29.75	−16.5%	−$12,377 loss
30 days afterDec 3, 2025	Dec 3, 2025	$34.40	−3.45%	−$2,589 loss
90 days afterFeb 2, 2026	Feb 2, 2026	$33.91	−4.83%	−$3,621 loss
Latest closeOct 20, 2026	Oct 20, 2026	$28.94	−18.8%	−$14,082 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.

Hyster-Yale, Inc. Class A common stockHY

Stocks (including ADRs) [ST]

Transaction date: Nov 5, 2025Filed 27 days later
Type: Purchase
Amount (as reported): $15,001 - $50,000
Owner: Member
Notified / status: Notified Dec 1, 2025New

Disclosed 27 days after the trade. HY closed at $34.08 on Nov 5, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeNov 6, 2025	Nov 6, 2025	$34.59	+1.50%	+$486 gain
Day of disclosureDec 2, 2025	Dec 2, 2025	$29.75	−12.7%	−$4,129 loss
30 days afterDec 5, 2025	Dec 5, 2025	$33.82	−0.76%	−$248 loss
90 days afterFeb 3, 2026	Feb 3, 2026	$34.81	+2.14%	+$696 gain
Latest closeOct 20, 2026	Oct 20, 2026	$28.94	−15.1%	−$4,902 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.

LGI Homes, Inc. - Common StockLGIH

Stocks (including ADRs) [ST]

Transaction date: Nov 4, 2025Filed 28 days later
Type: Purchase
Amount (as reported): $15,001 - $50,000
Owner: Member
Notified / status: Notified Dec 1, 2025New

Disclosed 28 days after the trade. LGIH closed at $44.45 on Nov 4, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeNov 5, 2025	Nov 5, 2025	$48.63	+9.40%	+$3,056 gain
Day of disclosureDec 2, 2025	Dec 2, 2025	$52.63	+18.4%	+$5,981 gain
30 days afterDec 4, 2025	Dec 4, 2025	$50.61	+13.9%	+$4,504 gain
90 days afterFeb 2, 2026	Feb 2, 2026	$50.20	+12.9%	+$4,204 gain
Latest closeOct 20, 2026	Oct 20, 2026	$43.10	−3.04%	−$987 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.

LGI Homes, Inc. - Common StockLGIH

Stocks (including ADRs) [ST]

Transaction date: Nov 5, 2025Filed 27 days later
Type: Sale
Amount (as reported): $50,001 - $100,000
Owner: Member
Notified / status: Notified Dec 1, 2025New

Disclosed 27 days after the trade. LGIH closed at $48.63 on Nov 5, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $75,001 sold
Day after the tradeNov 6, 2025	Nov 6, 2025	$46.17	−5.06%	$3,794 loss avoided
Day of disclosureDec 2, 2025	Dec 2, 2025	$52.63	+8.23%	$6,169 gain missed
30 days afterDec 5, 2025	Dec 5, 2025	$50.40	+3.64%	$2,730 gain missed
90 days afterFeb 3, 2026	Feb 3, 2026	$53.86	+10.8%	$8,066 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$43.10	−11.4%	$8,529 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.

Verizon Communications Inc. Common StockVZ

Stocks (including ADRs) [ST]

Transaction date: Nov 5, 2025Filed 27 days later
Type: Purchase
Amount (as reported): $15,001 - $50,000
Owner: Member
Notified / status: Notified Dec 1, 2025New

Disclosed 27 days after the trade. VZ closed at $39.69 on Nov 5, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeNov 6, 2025	Nov 6, 2025	$39.82	+0.33%	+$106 gain
Day of disclosureDec 2, 2025	Dec 2, 2025	$40.61	+2.32%	+$753 gain
30 days afterDec 5, 2025	Dec 5, 2025	$41.69	+5.04%	+$1,638 gain
90 days afterFeb 3, 2026	Feb 3, 2026	$46.25	+16.5%	+$5,372 gain
Latest closeOct 20, 2026	Oct 20, 2026	$44.54	+12.2%	+$3,972 gain

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

Verizon Communications Inc. Common StockVZ

Stocks (including ADRs) [ST]

Transaction date: Nov 19, 2025Filed 13 days later
Type: Sale
Amount (as reported): $100,001 - $250,000
Owner: Member
Notified / status: Notified Dec 1, 2025New

Disclosed 13 days after the trade. VZ closed at $41.19 on Nov 19, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $175,001 sold
Day after the tradeNov 20, 2025	Nov 20, 2025	$40.76	−1.04%	$1,827 loss avoided
Day of disclosureDec 2, 2025	Dec 2, 2025	$40.61	−1.41%	$2,464 loss avoided
30 days afterDec 19, 2025	Dec 19, 2025	$39.82	−3.33%	$5,821 loss avoided
90 days afterFeb 17, 2026	Feb 17, 2026	$48.93	+18.8%	$32,884 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$44.54	+8.13%	$14,233 gain missed

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

Transaction date

Owner

Asset

Type

Amount (as reported)

Notified / status

Prices

Nov 20, 2025Filed 12 days later

Member

Cracker Barrel Old Country Store, Inc. - Common StockCBRLStocks (including ADRs) [ST]

Purchase

$15,001 - $50,000

Notified Dec 1, 2025New

Disclosed 12 days after the trade. CBRL closed at $25.97 on Nov 20, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeNov 21, 2025	Nov 21, 2025	$27.09	+4.31%	+$1,402 gain
Day of disclosureDec 2, 2025	Dec 2, 2025	$28.64	+10.3%	+$3,341 gain
30 days afterDec 22, 2025	Dec 22, 2025	$26.04	+0.27%	+$88 gain
90 days afterFeb 18, 2026	Feb 18, 2026	$32.95	+26.9%	+$8,735 gain
Latest closeOct 20, 2026	Oct 20, 2026	$66.69	+156.8%	+$50,960 gain

Estimates: filers report neither the price nor the 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 28, 2025Filed 4 days later

Member

Cracker Barrel Old Country Store, Inc. - Common StockCBRLStocks (including ADRs) [ST]

Sale

$15,001 - $50,000

Notified Dec 1, 2025New

Disclosed 4 days after the trade. CBRL closed at $28.89 on Nov 28, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 sold
Day after the tradeDec 1, 2025	Dec 1, 2025	$28.63	−0.90%	$292 loss avoided
Day of disclosureDec 2, 2025	Dec 2, 2025	$28.64	−0.87%	$281 loss avoided
30 days afterDec 29, 2025	Dec 29, 2025	$25.33	−12.3%	$4,005 loss avoided
90 days afterFeb 26, 2026	Feb 26, 2026	$32.36	+12.0%	$3,904 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$66.69	+130.8%	$42,525 gain missed

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

Nov 7, 2025Filed 25 days later

Member

Genprex, Inc. - Common StockGNPXStocks (including ADRs) [ST]

Purchase

$1,001 - $15,000

Disclosed 25 days after the trade. GNPX closed at $92.62 on Nov 7, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 bought
Day after the tradeNov 10, 2025	Nov 10, 2025	$88.00	−4.99%	−$399 loss
Day of disclosureDec 2, 2025	Dec 2, 2025	$60.28	−34.9%	−$2,794 loss
30 days afterDec 8, 2025	Dec 8, 2025	$74.58	−19.5%	−$1,558 loss
90 days afterFeb 5, 2026	Feb 5, 2026	$43.12	−53.4%	−$4,276 loss
Latest closeOct 20, 2026	Oct 20, 2026	$2.13	−97.7%	−$7,817 loss

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

Periodic Transaction Report · filed Nov 12, 2025 · House Clerk

View original filing

Genprex, Inc. - Common StockGNPX

Stocks (including ADRs) [ST]

Held in: Schwab One

Transaction date: Oct 29, 2025Filed 14 days later
Type: Purchase
Amount (as reported): $15,001 - $50,000
Owner: Member
Notified / status: Notified Nov 3, 2025New

Disclosed 14 days after the trade. GNPX closed at $146.08 on Oct 29, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeOct 30, 2025	Oct 30, 2025	$137.94	−5.57%	−$1,811 loss
Day of disclosureNov 12, 2025	Nov 12, 2025	$101.20	−30.7%	−$9,985 loss
30 days afterNov 28, 2025	Nov 28, 2025	$65.12	−55.4%	−$18,013 loss
90 days afterJan 27, 2026	Jan 27, 2026	$51.92	−64.5%	−$20,949 loss
Latest closeOct 20, 2026	Oct 20, 2026	$2.13	−98.5%	−$32,027 loss

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

Hyster-Yale, Inc. Class A common stockHY
Stocks (including ADRs) [ST]
Held in: Schwab One
Transaction date
Oct 24, 2025Filed 19 days later
Type
Sale
Amount (as reported)
$100,001 - $250,000
Owner
Member
Notified / status
Notified Nov 3, 2025

Periodic Transaction Report · filed Oct 10, 2025 · House Clerk

View original filing

Coinbase Global, Inc. - Class A Common StockCOIN

Stocks (including ADRs) [ST]

Held in: TradeWinds

Transaction date: Sep 11, 2025Filed 29 days later
Type: Purchase
Amount (as reported): $15,001 - $50,000
Owner: Member
Notified / status: Notified Oct 4, 2025New

Disclosed 29 days after the trade. COIN closed at $323.95 on Sep 11, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeSep 12, 2025	Sep 12, 2025	$323.04	−0.28%	−$91 loss
Day of disclosureOct 10, 2025	Oct 10, 2025	$357.01	+10.2%	+$3,317 gain
30 days afterOct 13, 2025	Oct 13, 2025	$356.99	+10.2%	+$3,315 gain
90 days afterDec 10, 2025	Dec 10, 2025	$275.09	−15.1%	−$4,902 loss
Latest closeOct 20, 2026	Oct 20, 2026	$170.85	−47.3%	−$15,360 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.

Colgate-Palmolive Company Common StockCL
Stocks (including ADRs) [ST]
Held in: TradeWinds
Transaction date
Sep 10, 2025Filed 30 days later
Type
Sale
Amount (as reported)
$1,001 - $15,000
Owner
Member
Notified / status

Periodic Transaction Report · filed Sep 3, 2025 · House Clerk

View original filing

Centene Corporation Common StockCNC

Stocks (including ADRs) [ST]

Transaction date: Aug 7, 2025Filed 27 days later
Type: Purchase
Amount (as reported): $15,001 - $50,000
Owner: Member
Notified / status: Notified Sep 2, 2025New

Disclosed 27 days after the trade. CNC closed at $25.26 on Aug 7, 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 tradeAug 8, 2025	Aug 8, 2025	$25.59	+1.31%	+$425 gain
Day of disclosureSep 3, 2025	Sep 3, 2025	$30.06	+19.0%	+$6,176 gain
30 days afterSep 8, 2025	Sep 8, 2025	$28.84	+14.2%	+$4,606 gain
90 days afterNov 5, 2025	Nov 5, 2025	$36.84	+45.8%	+$14,900 gain
Latest closeOct 20, 2026	Oct 20, 2026	$70.81	+180.3%	+$58,607 gain

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

Centene Corporation Common StockCNC

Stocks (including ADRs) [ST]

Transaction date: Aug 8, 2025Filed 26 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Sep 2, 2025New

Disclosed 26 days after the trade. CNC closed at $25.59 on Aug 8, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 bought
Day after the tradeAug 11, 2025	Aug 11, 2025	$25.25	−1.33%	−$106 loss
Day of disclosureSep 3, 2025	Sep 3, 2025	$30.06	+17.5%	+$1,398 gain
30 days afterSep 8, 2025	Sep 8, 2025	$28.84	+12.7%	+$1,016 gain
90 days afterNov 6, 2025	Nov 6, 2025	$37.10	+45.0%	+$3,599 gain
Latest closeOct 20, 2026	Oct 20, 2026	$70.81	+176.7%	+$14,139 gain

Estimates: filers report neither the price nor the 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 5, 2025 · House Clerk

View original filing

Centene Corporation Common StockCNC

Stocks (including ADRs) [ST]

Transaction date: Jul 14, 2025Filed 22 days later
Type: Purchase
Amount (as reported): $15,001 - $50,000
Owner: Member
Notified / status: Notified Aug 4, 2025New

Disclosed 22 days after the trade. CNC closed at $30.64 on Jul 14, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeJul 15, 2025	Jul 15, 2025	$30.00	−2.09%	−$679 loss
Day of disclosureAug 5, 2025	Aug 5, 2025	$25.89	−15.5%	−$5,039 loss
30 days afterAug 13, 2025	Aug 13, 2025	$27.07	−11.7%	−$3,787 loss
90 days afterOct 13, 2025	Oct 13, 2025	$36.36	+18.7%	+$6,067 gain
Latest closeOct 20, 2026	Oct 20, 2026	$70.81	+131.1%	+$42,610 gain

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

Centene Corporation Common StockCNC

Stocks (including ADRs) [ST]

Transaction date: Jul 18, 2025Filed 18 days later
Type: Purchase
Amount (as reported): $15,001 - $50,000
Owner: Member
Notified / status: Notified Aug 4, 2025New

Disclosed 18 days after the trade. CNC closed at $27.95 on Jul 18, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeJul 21, 2025	Jul 21, 2025	$27.43	−1.86%	−$605 loss
Day of disclosureAug 5, 2025	Aug 5, 2025	$25.89	−7.37%	−$2,395 loss
30 days afterAug 18, 2025	Aug 18, 2025	$28.99	+3.72%	+$1,209 gain
90 days afterOct 16, 2025	Oct 16, 2025	$35.64	+27.5%	+$8,942 gain
Latest closeOct 20, 2026	Oct 20, 2026	$70.81	+153.3%	+$49,839 gain

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

Periodic Transaction Report · filed Jul 9, 2025 · House Clerk

View original filing

American Airlines Group, Inc. - Common StockAAL

Stocks (including ADRs) [ST]

Transaction date: Jun 17, 2025Filed 22 days later
Type: Sale
Amount (as reported): $50,001 - $100,000
Owner: Member
Notified / status: Notified Jul 1, 2025New

Disclosed 22 days after the trade. AAL closed at $10.56 on Jun 17, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $75,001 sold
Day after the tradeJun 18, 2025	Jun 18, 2025	$10.58	+0.19%	$142 gain missed
Day of disclosureJul 9, 2025	Jul 9, 2025	$11.48	+8.71%	$6,534 gain missed
30 days afterJul 17, 2025	Jul 17, 2025	$12.45	+17.9%	$13,423 gain missed
90 days afterSep 15, 2025	Sep 15, 2025	$12.53	+18.7%	$13,992 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$12.11	+14.7%	$11,009 gain missed

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

American Airlines Group, Inc. - Common StockAAL

Stocks (including ADRs) [ST]

Transaction date: Jun 16, 2025Filed 23 days later
Type: Purchase
Amount (as reported): $100,001 - $250,000
Owner: Member
Notified / status: Notified Jul 1, 2025New

Disclosed 23 days after the trade. AAL closed at $10.90 on Jun 16, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $175,001 bought
Day after the tradeJun 17, 2025	Jun 17, 2025	$10.56	−3.12%	−$5,459 loss
Day of disclosureJul 9, 2025	Jul 9, 2025	$11.48	+5.32%	+$9,312 gain
30 days afterJul 16, 2025	Jul 16, 2025	$12.27	+12.6%	+$21,996 gain
90 days afterSep 15, 2025	Sep 15, 2025	$12.53	+15.0%	+$26,170 gain
Latest closeOct 20, 2026	Oct 20, 2026	$12.11	+11.1%	+$19,427 gain

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

Periodic Transaction Report · filed Jun 13, 2025 · House Clerk

View original filing

American Airlines Group, Inc. - Common StockAAL

Stocks (including ADRs) [ST]

Transaction date: May 2, 2025Filed 42 days later
Type: Sale
Amount (as reported): $250,001 - $500,000
Owner: Member
Notified / status: Notified Jun 2, 2025New

Disclosed 42 days after the trade. AAL closed at $10.52 on May 2, 2025; changes are measured from that close.

Amount within the reported $250,001–$500,000$375,001

Point	Session	Close	Change	On $375,001 sold
Day after the tradeMay 5, 2025	May 5, 2025	$10.66	+1.33%	$4,991 gain missed
Day of disclosureJun 13, 2025	Jun 13, 2025	$10.37	−1.43%	$5,347 loss avoided
30 days afterJun 2, 2025	Jun 2, 2025	$11.38	+8.17%	$30,656 gain missed
90 days afterJul 31, 2025	Jul 31, 2025	$11.49	+9.22%	$34,577 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$12.11	+15.1%	$56,678 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.

Direxion Daily Small Cap Bull 3X ETF
Other [OT]
ETF
Location: US
Transaction date
May 22, 2025Filed 22 days later
Type
Purchase
Amount (as reported)
$15,001 - $50,000
Owner
Member
Notified / status
Notified Jun 2, 2025New
No ticker reported

Periodic Transaction Report · filed Jun 13, 2025 · House Clerk

View original filing

American Airlines Group, Inc. - Common StockAAL

Stocks (including ADRs) [ST]

Transaction date: Apr 1, 2025Filed 73 days later · past 45 days
Type: Purchase
Amount (as reported): $15,001 - $50,000
Owner: Member
Notified / status: Notified May 5, 2025New

Disclosed 73 days after the trade. AAL closed at $10.30 on Apr 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 bought
Day after the tradeApr 2, 2025	Apr 2, 2025	$10.59	+2.82%	+$915 gain
Day of disclosureJun 13, 2025	Jun 13, 2025	$10.37	+0.68%	+$221 gain
30 days afterMay 1, 2025	May 1, 2025	$10.03	−2.62%	−$852 loss
90 days afterJun 30, 2025	Jun 30, 2025	$11.22	+8.93%	+$2,903 gain
Latest closeOct 20, 2026	Oct 20, 2026	$12.11	+17.6%	+$5,711 gain

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

American Airlines Group, Inc. - Common StockAAL
Stocks (including ADRs) [ST]
Transaction date
Apr 2, 2025Filed 72 days later · past 45 days
Type
Purchase
Amount (as reported)
$15,001 - $50,000
Owner
Member
Notified / status
Notified May 5, 2025

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

View original filing

American Airlines Group, Inc. - Common StockAAL

Stocks (including ADRs) [ST]

Transaction date: Mar 12, 2025Filed 33 days later
Type: Purchase
Amount (as reported): $50,001 - $100,000
Owner: Member
Notified / status: Notified Apr 7, 2025New

Disclosed 33 days after the trade. AAL closed at $10.93 on Mar 12, 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 tradeMar 13, 2025	Mar 13, 2025	$10.67	−2.38%	−$1,784 loss
Day of disclosureApr 14, 2025	Apr 14, 2025	$9.58	−12.4%	−$9,264 loss
30 days afterApr 11, 2025	Apr 11, 2025	$9.67	−11.5%	−$8,646 loss
90 days afterJun 10, 2025	Jun 10, 2025	$11.84	+8.33%	+$6,244 gain
Latest closeOct 20, 2026	Oct 20, 2026	$12.11	+10.8%	+$8,097 gain

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

American Airlines Group, Inc. - Common StockAAL

Stocks (including ADRs) [ST]

Transaction date: Mar 13, 2025Filed 32 days later
Type: Purchase
Amount (as reported): $50,001 - $100,000
Owner: Member
Notified / status: Notified Apr 7, 2025New

Disclosed 32 days after the trade. AAL closed at $10.67 on Mar 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 tradeMar 14, 2025	Mar 14, 2025	$10.87	+1.87%	+$1,406 gain
Day of disclosureApr 14, 2025	Apr 14, 2025	$9.58	−10.2%	−$7,662 loss
30 days afterApr 14, 2025	Apr 14, 2025	$9.58	−10.2%	−$7,662 loss
90 days afterJun 11, 2025	Jun 11, 2025	$11.06	+3.66%	+$2,741 gain
Latest closeOct 20, 2026	Oct 20, 2026	$12.11	+13.5%	+$10,122 gain

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

Periodic Transaction Report · filed Mar 11, 2025 · House Clerk
View original filing
- Direxion Daily Small Cap Bull 3X ETF - TNA
  Other [OT]
  EFT
  Location: US
  Transaction date
  Feb 24, 2025Filed 15 days later
  Type
  Purchase
  Amount (as reported)
  $50,001 - $100,000
  Owner
  Member
  Notified / status
  Notified Mar 10, 2025New
  No ticker reported
- Direxion Daily Small Cap Bull 3X ETF - TNA
  Other [OT]
  EFT
  Location: US
  Transaction date
  Feb 25, 2025Filed 14 days later
  Type
  Purchase
  Amount (as reported)
  $15,001 - $50,000
  Owner
  Member
  Notified / status
  Notified Mar 10, 2025New
  No ticker reported
- Direxion Daily Small Cap Bull 3X ETF - TNA
  Other [OT]
  ETF
  Location: US
  Transaction date

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

237 reported transactions in 21 electronically filed reports; latest filed Aug 20, 2026.

Periodic Transaction Report · filed Dec 2, 2025 · House Clerk

View original filing

Cracker Barrel Old Country Store, Inc. - Common StockCBRL

Stocks (including ADRs) [ST]

Transaction date: Nov 20, 2025Filed 12 days later
Type: Purchase
Amount (as reported): $15,001 - $50,000
Owner: Member
Notified / status: Notified Dec 1, 2025New

Disclosed 12 days after the trade. CBRL closed at $25.97 on Nov 20, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeNov 21, 2025	Nov 21, 2025	$27.09	+4.31%	+$1,402 gain
Day of disclosureDec 2, 2025	Dec 2, 2025	$28.64	+10.3%	+$3,341 gain
30 days afterDec 22, 2025	Dec 22, 2025	$26.04	+0.27%	+$88 gain
90 days afterFeb 18, 2026	Feb 18, 2026	$32.95	+26.9%	+$8,735 gain
Latest closeOct 20, 2026	Oct 20, 2026	$66.69	+156.8%	+$50,960 gain

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

Cracker Barrel Old Country Store, Inc. - Common StockCBRL

Stocks (including ADRs) [ST]

Transaction date: Nov 28, 2025Filed 4 days later
Type: Sale
Amount (as reported): $15,001 - $50,000
Owner: Member
Notified / status: Notified Dec 1, 2025New

Disclosed 4 days after the trade. CBRL closed at $28.89 on Nov 28, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 sold
Day after the tradeDec 1, 2025	Dec 1, 2025	$28.63	−0.90%	$292 loss avoided
Day of disclosureDec 2, 2025	Dec 2, 2025	$28.64	−0.87%	$281 loss avoided
30 days afterDec 29, 2025	Dec 29, 2025	$25.33	−12.3%	$4,005 loss avoided
90 days afterFeb 26, 2026	Feb 26, 2026	$32.36	+12.0%	$3,904 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$66.69	+130.8%	$42,525 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.

Genprex, Inc. - Common StockGNPX

Stocks (including ADRs) [ST]

Transaction date: Nov 7, 2025Filed 25 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Dec 1, 2025New

Disclosed 25 days after the trade. GNPX closed at $92.62 on Nov 7, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 bought
Day after the tradeNov 10, 2025	Nov 10, 2025	$88.00	−4.99%	−$399 loss
Day of disclosureDec 2, 2025	Dec 2, 2025	$60.28	−34.9%	−$2,794 loss
30 days afterDec 8, 2025	Dec 8, 2025	$74.58	−19.5%	−$1,558 loss
90 days afterFeb 5, 2026	Feb 5, 2026	$43.12	−53.4%	−$4,276 loss
Latest closeOct 20, 2026	Oct 20, 2026	$2.13	−97.7%	−$7,817 loss

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

Harley-Davidson, Inc. Common StockHOG

Stocks (including ADRs) [ST]

Transaction date: Nov 28, 2025Filed 4 days later
Type: Sale
Amount (as reported): $15,001 - $50,000
Owner: Member
Notified / status: Notified Dec 1, 2025New

Disclosed 4 days after the trade. HOG closed at $24.49 on Nov 28, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 sold
Day after the tradeDec 1, 2025	Dec 1, 2025	$24.18	−1.27%	$411 loss avoided
Day of disclosureDec 2, 2025	Dec 2, 2025	$24.21	−1.14%	$372 loss avoided
30 days afterDec 29, 2025	Dec 29, 2025	$20.82	−15.0%	$4,871 loss avoided
90 days afterFeb 26, 2026	Feb 26, 2026	$18.39	−24.9%	$8,095 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$27.19	+11.0%	$3,583 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.

Harley-Davidson, Inc. Common StockHOG

Stocks (including ADRs) [ST]

Transaction date: Nov 21, 2025Filed 11 days later
Type: Purchase
Amount (as reported): $15,001 - $50,000
Owner: Member
Notified / status: Notified Dec 1, 2025New

Disclosed 11 days after the trade. HOG closed at $23.44 on Nov 21, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeNov 24, 2025	Nov 24, 2025	$24.00	+2.39%	+$776 gain
Day of disclosureDec 2, 2025	Dec 2, 2025	$24.21	+3.28%	+$1,068 gain
30 days afterDec 22, 2025	Dec 22, 2025	$20.90	−10.8%	−$3,522 loss
90 days afterFeb 19, 2026	Feb 19, 2026	$20.28	−13.5%	−$4,382 loss
Latest closeOct 20, 2026	Oct 20, 2026	$27.19	+16.0%	+$5,200 gain

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

Hyster-Yale, Inc. Class A common stockHY

Stocks (including ADRs) [ST]

Transaction date: Nov 20, 2025Filed 12 days later
Type: Purchase
Amount (as reported): $15,001 - $50,000
Owner: Member
Notified / status: Notified Dec 1, 2025New

Disclosed 12 days after the trade. HY closed at $26.49 on Nov 20, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeNov 21, 2025	Nov 21, 2025	$28.15	+6.27%	+$2,037 gain
Day of disclosureDec 2, 2025	Dec 2, 2025	$29.75	+12.3%	+$4,000 gain
30 days afterDec 22, 2025	Dec 22, 2025	$30.91	+16.7%	+$5,423 gain
90 days afterFeb 18, 2026	Feb 18, 2026	$39.19	+47.9%	+$15,582 gain
Latest closeOct 20, 2026	Oct 20, 2026	$28.94	+9.25%	+$3,006 gain

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

Hyster-Yale, Inc. Class A common stockHY

Stocks (including ADRs) [ST]

Transaction date: Nov 12, 2025Filed 20 days later
Type: Purchase
Amount (as reported): $50,001 - $100,000
Owner: Member
Notified / status: Notified Dec 1, 2025New

Disclosed 20 days after the trade. HY closed at $29.77 on Nov 12, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $75,001 bought
Day after the tradeNov 13, 2025	Nov 13, 2025	$29.29	−1.61%	−$1,209 loss
Day of disclosureDec 2, 2025	Dec 2, 2025	$29.75	−0.07%	−$50 loss
30 days afterDec 12, 2025	Dec 12, 2025	$33.56	+12.7%	+$9,548 gain
90 days afterFeb 10, 2026	Feb 10, 2026	$37.26	+25.2%	+$18,870 gain
Latest closeOct 20, 2026	Oct 20, 2026	$28.94	−2.79%	−$2,091 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.

Hyster-Yale, Inc. Class A common stockHY

Stocks (including ADRs) [ST]

Transaction date: Nov 14, 2025Filed 18 days later
Type: Purchase
Amount (as reported): $15,001 - $50,000
Owner: Member
Notified / status: Notified Dec 1, 2025New

Disclosed 18 days after the trade. HY closed at $28.50 on Nov 14, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeNov 17, 2025	Nov 17, 2025	$27.66	−2.95%	−$958 loss
Day of disclosureDec 2, 2025	Dec 2, 2025	$29.75	+4.39%	+$1,425 gain
30 days afterDec 15, 2025	Dec 15, 2025	$33.53	+17.6%	+$5,736 gain
90 days afterFeb 12, 2026	Feb 12, 2026	$38.67	+35.7%	+$11,598 gain
Latest closeOct 20, 2026	Oct 20, 2026	$28.94	+1.54%	+$502 gain

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

Hyster-Yale, Inc. Class A common stockHY

Stocks (including ADRs) [ST]

Transaction date: Nov 3, 2025Filed 29 days later
Type: Purchase
Amount (as reported): $50,001 - $100,000
Owner: Member
Notified / status: Notified Dec 1, 2025New

Disclosed 29 days after the trade. HY closed at $35.63 on Nov 3, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $75,001 bought
Day after the tradeNov 4, 2025	Nov 4, 2025	$34.56	−3.00%	−$2,252 loss
Day of disclosureDec 2, 2025	Dec 2, 2025	$29.75	−16.5%	−$12,377 loss
30 days afterDec 3, 2025	Dec 3, 2025	$34.40	−3.45%	−$2,589 loss
90 days afterFeb 2, 2026	Feb 2, 2026	$33.91	−4.83%	−$3,621 loss
Latest closeOct 20, 2026	Oct 20, 2026	$28.94	−18.8%	−$14,082 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.

Hyster-Yale, Inc. Class A common stockHY

Stocks (including ADRs) [ST]

Transaction date: Nov 5, 2025Filed 27 days later
Type: Purchase
Amount (as reported): $15,001 - $50,000
Owner: Member
Notified / status: Notified Dec 1, 2025New

Disclosed 27 days after the trade. HY closed at $34.08 on Nov 5, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeNov 6, 2025	Nov 6, 2025	$34.59	+1.50%	+$486 gain
Day of disclosureDec 2, 2025	Dec 2, 2025	$29.75	−12.7%	−$4,129 loss
30 days afterDec 5, 2025	Dec 5, 2025	$33.82	−0.76%	−$248 loss
90 days afterFeb 3, 2026	Feb 3, 2026	$34.81	+2.14%	+$696 gain
Latest closeOct 20, 2026	Oct 20, 2026	$28.94	−15.1%	−$4,902 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.

LGI Homes, Inc. - Common StockLGIH

Stocks (including ADRs) [ST]

Transaction date: Nov 4, 2025Filed 28 days later
Type: Purchase
Amount (as reported): $15,001 - $50,000
Owner: Member
Notified / status: Notified Dec 1, 2025New

Disclosed 28 days after the trade. LGIH closed at $44.45 on Nov 4, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeNov 5, 2025	Nov 5, 2025	$48.63	+9.40%	+$3,056 gain
Day of disclosureDec 2, 2025	Dec 2, 2025	$52.63	+18.4%	+$5,981 gain
30 days afterDec 4, 2025	Dec 4, 2025	$50.61	+13.9%	+$4,504 gain
90 days afterFeb 2, 2026	Feb 2, 2026	$50.20	+12.9%	+$4,204 gain
Latest closeOct 20, 2026	Oct 20, 2026	$43.10	−3.04%	−$987 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.

LGI Homes, Inc. - Common StockLGIH

Stocks (including ADRs) [ST]

Transaction date: Nov 5, 2025Filed 27 days later
Type: Sale
Amount (as reported): $50,001 - $100,000
Owner: Member
Notified / status: Notified Dec 1, 2025New

Disclosed 27 days after the trade. LGIH closed at $48.63 on Nov 5, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $75,001 sold
Day after the tradeNov 6, 2025	Nov 6, 2025	$46.17	−5.06%	$3,794 loss avoided
Day of disclosureDec 2, 2025	Dec 2, 2025	$52.63	+8.23%	$6,169 gain missed
30 days afterDec 5, 2025	Dec 5, 2025	$50.40	+3.64%	$2,730 gain missed
90 days afterFeb 3, 2026	Feb 3, 2026	$53.86	+10.8%	$8,066 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$43.10	−11.4%	$8,529 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.

Verizon Communications Inc. Common StockVZ

Stocks (including ADRs) [ST]

Transaction date: Nov 5, 2025Filed 27 days later
Type: Purchase
Amount (as reported): $15,001 - $50,000
Owner: Member
Notified / status: Notified Dec 1, 2025New

Disclosed 27 days after the trade. VZ closed at $39.69 on Nov 5, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeNov 6, 2025	Nov 6, 2025	$39.82	+0.33%	+$106 gain
Day of disclosureDec 2, 2025	Dec 2, 2025	$40.61	+2.32%	+$753 gain
30 days afterDec 5, 2025	Dec 5, 2025	$41.69	+5.04%	+$1,638 gain
90 days afterFeb 3, 2026	Feb 3, 2026	$46.25	+16.5%	+$5,372 gain
Latest closeOct 20, 2026	Oct 20, 2026	$44.54	+12.2%	+$3,972 gain

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

Verizon Communications Inc. Common StockVZ

Stocks (including ADRs) [ST]

Transaction date: Nov 19, 2025Filed 13 days later
Type: Sale
Amount (as reported): $100,001 - $250,000
Owner: Member
Notified / status: Notified Dec 1, 2025New

Disclosed 13 days after the trade. VZ closed at $41.19 on Nov 19, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $175,001 sold
Day after the tradeNov 20, 2025	Nov 20, 2025	$40.76	−1.04%	$1,827 loss avoided
Day of disclosureDec 2, 2025	Dec 2, 2025	$40.61	−1.41%	$2,464 loss avoided
30 days afterDec 19, 2025	Dec 19, 2025	$39.82	−3.33%	$5,821 loss avoided
90 days afterFeb 17, 2026	Feb 17, 2026	$48.93	+18.8%	$32,884 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$44.54	+8.13%	$14,233 gain missed

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

Transaction date

Owner

Asset

Type

Amount (as reported)

Notified / status

Prices

Nov 20, 2025Filed 12 days later

Member

Cracker Barrel Old Country Store, Inc. - Common StockCBRLStocks (including ADRs) [ST]

Purchase

$15,001 - $50,000

Notified Dec 1, 2025New

Disclosed 12 days after the trade. CBRL closed at $25.97 on Nov 20, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeNov 21, 2025	Nov 21, 2025	$27.09	+4.31%	+$1,402 gain
Day of disclosureDec 2, 2025	Dec 2, 2025	$28.64	+10.3%	+$3,341 gain
30 days afterDec 22, 2025	Dec 22, 2025	$26.04	+0.27%	+$88 gain
90 days afterFeb 18, 2026	Feb 18, 2026	$32.95	+26.9%	+$8,735 gain
Latest closeOct 20, 2026	Oct 20, 2026	$66.69	+156.8%	+$50,960 gain

Estimates: filers report neither the price nor the 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 28, 2025Filed 4 days later

Member

Cracker Barrel Old Country Store, Inc. - Common StockCBRLStocks (including ADRs) [ST]

Sale

$15,001 - $50,000

Notified Dec 1, 2025New

Disclosed 4 days after the trade. CBRL closed at $28.89 on Nov 28, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 sold
Day after the tradeDec 1, 2025	Dec 1, 2025	$28.63	−0.90%	$292 loss avoided
Day of disclosureDec 2, 2025	Dec 2, 2025	$28.64	−0.87%	$281 loss avoided
30 days afterDec 29, 2025	Dec 29, 2025	$25.33	−12.3%	$4,005 loss avoided
90 days afterFeb 26, 2026	Feb 26, 2026	$32.36	+12.0%	$3,904 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$66.69	+130.8%	$42,525 gain missed

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

Nov 7, 2025Filed 25 days later

Member

Genprex, Inc. - Common StockGNPXStocks (including ADRs) [ST]

Purchase

$1,001 - $15,000

Disclosed 25 days after the trade. GNPX closed at $92.62 on Nov 7, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 bought
Day after the tradeNov 10, 2025	Nov 10, 2025	$88.00	−4.99%	−$399 loss
Day of disclosureDec 2, 2025	Dec 2, 2025	$60.28	−34.9%	−$2,794 loss
30 days afterDec 8, 2025	Dec 8, 2025	$74.58	−19.5%	−$1,558 loss
90 days afterFeb 5, 2026	Feb 5, 2026	$43.12	−53.4%	−$4,276 loss
Latest closeOct 20, 2026	Oct 20, 2026	$2.13	−97.7%	−$7,817 loss

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

Periodic Transaction Report · filed Nov 12, 2025 · House Clerk

View original filing

Genprex, Inc. - Common StockGNPX

Stocks (including ADRs) [ST]

Held in: Schwab One

Transaction date: Oct 29, 2025Filed 14 days later
Type: Purchase
Amount (as reported): $15,001 - $50,000
Owner: Member
Notified / status: Notified Nov 3, 2025New

Disclosed 14 days after the trade. GNPX closed at $146.08 on Oct 29, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeOct 30, 2025	Oct 30, 2025	$137.94	−5.57%	−$1,811 loss
Day of disclosureNov 12, 2025	Nov 12, 2025	$101.20	−30.7%	−$9,985 loss
30 days afterNov 28, 2025	Nov 28, 2025	$65.12	−55.4%	−$18,013 loss
90 days afterJan 27, 2026	Jan 27, 2026	$51.92	−64.5%	−$20,949 loss
Latest closeOct 20, 2026	Oct 20, 2026	$2.13	−98.5%	−$32,027 loss

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

Hyster-Yale, Inc. Class A common stockHY
Stocks (including ADRs) [ST]
Held in: Schwab One
Transaction date
Oct 24, 2025Filed 19 days later
Type
Sale
Amount (as reported)
$100,001 - $250,000
Owner
Member
Notified / status
Notified Nov 3, 2025

Periodic Transaction Report · filed Oct 10, 2025 · House Clerk

View original filing

Coinbase Global, Inc. - Class A Common StockCOIN

Stocks (including ADRs) [ST]

Held in: TradeWinds

Transaction date: Sep 11, 2025Filed 29 days later
Type: Purchase
Amount (as reported): $15,001 - $50,000
Owner: Member
Notified / status: Notified Oct 4, 2025New

Disclosed 29 days after the trade. COIN closed at $323.95 on Sep 11, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeSep 12, 2025	Sep 12, 2025	$323.04	−0.28%	−$91 loss
Day of disclosureOct 10, 2025	Oct 10, 2025	$357.01	+10.2%	+$3,317 gain
30 days afterOct 13, 2025	Oct 13, 2025	$356.99	+10.2%	+$3,315 gain
90 days afterDec 10, 2025	Dec 10, 2025	$275.09	−15.1%	−$4,902 loss
Latest closeOct 20, 2026	Oct 20, 2026	$170.85	−47.3%	−$15,360 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.

Colgate-Palmolive Company Common StockCL
Stocks (including ADRs) [ST]
Held in: TradeWinds
Transaction date
Sep 10, 2025Filed 30 days later
Type
Sale
Amount (as reported)
$1,001 - $15,000
Owner
Member
Notified / status

Periodic Transaction Report · filed Sep 3, 2025 · House Clerk

View original filing

Centene Corporation Common StockCNC

Stocks (including ADRs) [ST]

Transaction date: Aug 7, 2025Filed 27 days later
Type: Purchase
Amount (as reported): $15,001 - $50,000
Owner: Member
Notified / status: Notified Sep 2, 2025New

Disclosed 27 days after the trade. CNC closed at $25.26 on Aug 7, 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 tradeAug 8, 2025	Aug 8, 2025	$25.59	+1.31%	+$425 gain
Day of disclosureSep 3, 2025	Sep 3, 2025	$30.06	+19.0%	+$6,176 gain
30 days afterSep 8, 2025	Sep 8, 2025	$28.84	+14.2%	+$4,606 gain
90 days afterNov 5, 2025	Nov 5, 2025	$36.84	+45.8%	+$14,900 gain
Latest closeOct 20, 2026	Oct 20, 2026	$70.81	+180.3%	+$58,607 gain

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

Centene Corporation Common StockCNC

Stocks (including ADRs) [ST]

Transaction date: Aug 8, 2025Filed 26 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Sep 2, 2025New

Disclosed 26 days after the trade. CNC closed at $25.59 on Aug 8, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 bought
Day after the tradeAug 11, 2025	Aug 11, 2025	$25.25	−1.33%	−$106 loss
Day of disclosureSep 3, 2025	Sep 3, 2025	$30.06	+17.5%	+$1,398 gain
30 days afterSep 8, 2025	Sep 8, 2025	$28.84	+12.7%	+$1,016 gain
90 days afterNov 6, 2025	Nov 6, 2025	$37.10	+45.0%	+$3,599 gain
Latest closeOct 20, 2026	Oct 20, 2026	$70.81	+176.7%	+$14,139 gain

Estimates: filers report neither the price nor the 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 5, 2025 · House Clerk

View original filing

Centene Corporation Common StockCNC

Stocks (including ADRs) [ST]

Transaction date: Jul 14, 2025Filed 22 days later
Type: Purchase
Amount (as reported): $15,001 - $50,000
Owner: Member
Notified / status: Notified Aug 4, 2025New

Disclosed 22 days after the trade. CNC closed at $30.64 on Jul 14, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeJul 15, 2025	Jul 15, 2025	$30.00	−2.09%	−$679 loss
Day of disclosureAug 5, 2025	Aug 5, 2025	$25.89	−15.5%	−$5,039 loss
30 days afterAug 13, 2025	Aug 13, 2025	$27.07	−11.7%	−$3,787 loss
90 days afterOct 13, 2025	Oct 13, 2025	$36.36	+18.7%	+$6,067 gain
Latest closeOct 20, 2026	Oct 20, 2026	$70.81	+131.1%	+$42,610 gain

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

Centene Corporation Common StockCNC

Stocks (including ADRs) [ST]

Transaction date: Jul 18, 2025Filed 18 days later
Type: Purchase
Amount (as reported): $15,001 - $50,000
Owner: Member
Notified / status: Notified Aug 4, 2025New

Disclosed 18 days after the trade. CNC closed at $27.95 on Jul 18, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeJul 21, 2025	Jul 21, 2025	$27.43	−1.86%	−$605 loss
Day of disclosureAug 5, 2025	Aug 5, 2025	$25.89	−7.37%	−$2,395 loss
30 days afterAug 18, 2025	Aug 18, 2025	$28.99	+3.72%	+$1,209 gain
90 days afterOct 16, 2025	Oct 16, 2025	$35.64	+27.5%	+$8,942 gain
Latest closeOct 20, 2026	Oct 20, 2026	$70.81	+153.3%	+$49,839 gain

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

Periodic Transaction Report · filed Jul 9, 2025 · House Clerk

View original filing

American Airlines Group, Inc. - Common StockAAL

Stocks (including ADRs) [ST]

Transaction date: Jun 17, 2025Filed 22 days later
Type: Sale
Amount (as reported): $50,001 - $100,000
Owner: Member
Notified / status: Notified Jul 1, 2025New

Disclosed 22 days after the trade. AAL closed at $10.56 on Jun 17, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $75,001 sold
Day after the tradeJun 18, 2025	Jun 18, 2025	$10.58	+0.19%	$142 gain missed
Day of disclosureJul 9, 2025	Jul 9, 2025	$11.48	+8.71%	$6,534 gain missed
30 days afterJul 17, 2025	Jul 17, 2025	$12.45	+17.9%	$13,423 gain missed
90 days afterSep 15, 2025	Sep 15, 2025	$12.53	+18.7%	$13,992 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$12.11	+14.7%	$11,009 gain missed

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

American Airlines Group, Inc. - Common StockAAL

Stocks (including ADRs) [ST]

Transaction date: Jun 16, 2025Filed 23 days later
Type: Purchase
Amount (as reported): $100,001 - $250,000
Owner: Member
Notified / status: Notified Jul 1, 2025New

Disclosed 23 days after the trade. AAL closed at $10.90 on Jun 16, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $175,001 bought
Day after the tradeJun 17, 2025	Jun 17, 2025	$10.56	−3.12%	−$5,459 loss
Day of disclosureJul 9, 2025	Jul 9, 2025	$11.48	+5.32%	+$9,312 gain
30 days afterJul 16, 2025	Jul 16, 2025	$12.27	+12.6%	+$21,996 gain
90 days afterSep 15, 2025	Sep 15, 2025	$12.53	+15.0%	+$26,170 gain
Latest closeOct 20, 2026	Oct 20, 2026	$12.11	+11.1%	+$19,427 gain

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

Periodic Transaction Report · filed Jun 13, 2025 · House Clerk

View original filing

American Airlines Group, Inc. - Common StockAAL

Stocks (including ADRs) [ST]

Transaction date: May 2, 2025Filed 42 days later
Type: Sale
Amount (as reported): $250,001 - $500,000
Owner: Member
Notified / status: Notified Jun 2, 2025New

Disclosed 42 days after the trade. AAL closed at $10.52 on May 2, 2025; changes are measured from that close.

Amount within the reported $250,001–$500,000$375,001

Point	Session	Close	Change	On $375,001 sold
Day after the tradeMay 5, 2025	May 5, 2025	$10.66	+1.33%	$4,991 gain missed
Day of disclosureJun 13, 2025	Jun 13, 2025	$10.37	−1.43%	$5,347 loss avoided
30 days afterJun 2, 2025	Jun 2, 2025	$11.38	+8.17%	$30,656 gain missed
90 days afterJul 31, 2025	Jul 31, 2025	$11.49	+9.22%	$34,577 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$12.11	+15.1%	$56,678 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.

Direxion Daily Small Cap Bull 3X ETF
Other [OT]
ETF
Location: US
Transaction date
May 22, 2025Filed 22 days later
Type
Purchase
Amount (as reported)
$15,001 - $50,000
Owner
Member
Notified / status
Notified Jun 2, 2025New
No ticker reported

Periodic Transaction Report · filed Jun 13, 2025 · House Clerk

View original filing

American Airlines Group, Inc. - Common StockAAL

Stocks (including ADRs) [ST]

Transaction date: Apr 1, 2025Filed 73 days later · past 45 days
Type: Purchase
Amount (as reported): $15,001 - $50,000
Owner: Member
Notified / status: Notified May 5, 2025New

Disclosed 73 days after the trade. AAL closed at $10.30 on Apr 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 bought
Day after the tradeApr 2, 2025	Apr 2, 2025	$10.59	+2.82%	+$915 gain
Day of disclosureJun 13, 2025	Jun 13, 2025	$10.37	+0.68%	+$221 gain
30 days afterMay 1, 2025	May 1, 2025	$10.03	−2.62%	−$852 loss
90 days afterJun 30, 2025	Jun 30, 2025	$11.22	+8.93%	+$2,903 gain
Latest closeOct 20, 2026	Oct 20, 2026	$12.11	+17.6%	+$5,711 gain

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

American Airlines Group, Inc. - Common StockAAL
Stocks (including ADRs) [ST]
Transaction date
Apr 2, 2025Filed 72 days later · past 45 days
Type
Purchase
Amount (as reported)
$15,001 - $50,000
Owner
Member
Notified / status
Notified May 5, 2025

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

View original filing

American Airlines Group, Inc. - Common StockAAL

Stocks (including ADRs) [ST]

Transaction date: Mar 12, 2025Filed 33 days later
Type: Purchase
Amount (as reported): $50,001 - $100,000
Owner: Member
Notified / status: Notified Apr 7, 2025New

Disclosed 33 days after the trade. AAL closed at $10.93 on Mar 12, 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 tradeMar 13, 2025	Mar 13, 2025	$10.67	−2.38%	−$1,784 loss
Day of disclosureApr 14, 2025	Apr 14, 2025	$9.58	−12.4%	−$9,264 loss
30 days afterApr 11, 2025	Apr 11, 2025	$9.67	−11.5%	−$8,646 loss
90 days afterJun 10, 2025	Jun 10, 2025	$11.84	+8.33%	+$6,244 gain
Latest closeOct 20, 2026	Oct 20, 2026	$12.11	+10.8%	+$8,097 gain

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

American Airlines Group, Inc. - Common StockAAL

Stocks (including ADRs) [ST]

Transaction date: Mar 13, 2025Filed 32 days later
Type: Purchase
Amount (as reported): $50,001 - $100,000
Owner: Member
Notified / status: Notified Apr 7, 2025New

Disclosed 32 days after the trade. AAL closed at $10.67 on Mar 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 tradeMar 14, 2025	Mar 14, 2025	$10.87	+1.87%	+$1,406 gain
Day of disclosureApr 14, 2025	Apr 14, 2025	$9.58	−10.2%	−$7,662 loss
30 days afterApr 14, 2025	Apr 14, 2025	$9.58	−10.2%	−$7,662 loss
90 days afterJun 11, 2025	Jun 11, 2025	$11.06	+3.66%	+$2,741 gain
Latest closeOct 20, 2026	Oct 20, 2026	$12.11	+13.5%	+$10,122 gain

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

Periodic Transaction Report · filed Mar 11, 2025 · House Clerk
View original filing
- Direxion Daily Small Cap Bull 3X ETF - TNA
  Other [OT]
  EFT
  Location: US
  Transaction date
  Feb 24, 2025Filed 15 days later
  Type
  Purchase
  Amount (as reported)
  $50,001 - $100,000
  Owner
  Member
  Notified / status
  Notified Mar 10, 2025New
  No ticker reported
- Direxion Daily Small Cap Bull 3X ETF - TNA
  Other [OT]
  EFT
  Location: US
  Transaction date
  Feb 25, 2025Filed 14 days later
  Type
  Purchase
  Amount (as reported)
  $15,001 - $50,000
  Owner
  Member
  Notified / status
  Notified Mar 10, 2025New
  No ticker reported
- Direxion Daily Small Cap Bull 3X ETF - TNA
  Other [OT]
  ETF
  Location: US
  Transaction date

Nov 28, 2025Filed 4 days later

Member

Harley-Davidson, Inc. Common StockHOGStocks (including ADRs) [ST]

Sale

$15,001 - $50,000

Notified Dec 1, 2025New

Disclosed 4 days after the trade. HOG closed at $24.49 on Nov 28, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 sold
Day after the tradeDec 1, 2025	Dec 1, 2025	$24.18	−1.27%	$411 loss avoided
Day of disclosureDec 2, 2025	Dec 2, 2025	$24.21	−1.14%	$372 loss avoided
30 days afterDec 29, 2025	Dec 29, 2025	$20.82	−15.0%	$4,871 loss avoided
90 days afterFeb 26, 2026	Feb 26, 2026	$18.39	−24.9%	$8,095 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$27.19	+11.0%	$3,583 gain missed

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

Nov 21, 2025Filed 11 days later

Member

Harley-Davidson, Inc. Common StockHOGStocks (including ADRs) [ST]

Purchase

$15,001 - $50,000

Notified Dec 1, 2025New

Disclosed 11 days after the trade. HOG closed at $23.44 on Nov 21, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeNov 24, 2025	Nov 24, 2025	$24.00	+2.39%	+$776 gain
Day of disclosureDec 2, 2025	Dec 2, 2025	$24.21	+3.28%	+$1,068 gain
30 days afterDec 22, 2025	Dec 22, 2025	$20.90	−10.8%	−$3,522 loss
90 days afterFeb 19, 2026	Feb 19, 2026	$20.28	−13.5%	−$4,382 loss
Latest closeOct 20, 2026	Oct 20, 2026	$27.19	+16.0%	+$5,200 gain

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

Nov 20, 2025Filed 12 days later

Member

Hyster-Yale, Inc. Class A common stockHYStocks (including ADRs) [ST]

Purchase

$15,001 - $50,000

Notified Dec 1, 2025New

Disclosed 12 days after the trade. HY closed at $26.49 on Nov 20, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeNov 21, 2025	Nov 21, 2025	$28.15	+6.27%	+$2,037 gain
Day of disclosureDec 2, 2025	Dec 2, 2025	$29.75	+12.3%	+$4,000 gain
30 days afterDec 22, 2025	Dec 22, 2025	$30.91	+16.7%	+$5,423 gain
90 days afterFeb 18, 2026	Feb 18, 2026	$39.19	+47.9%	+$15,582 gain
Latest closeOct 20, 2026	Oct 20, 2026	$28.94	+9.25%	+$3,006 gain

Estimates: filers report neither the price nor the 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, 2025Filed 20 days later

Member

Hyster-Yale, Inc. Class A common stockHYStocks (including ADRs) [ST]

Purchase

$50,001 - $100,000

Notified Dec 1, 2025New

Disclosed 20 days after the trade. HY closed at $29.77 on Nov 12, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $75,001 bought
Day after the tradeNov 13, 2025	Nov 13, 2025	$29.29	−1.61%	−$1,209 loss
Day of disclosureDec 2, 2025	Dec 2, 2025	$29.75	−0.07%	−$50 loss
30 days afterDec 12, 2025	Dec 12, 2025	$33.56	+12.7%	+$9,548 gain
90 days afterFeb 10, 2026	Feb 10, 2026	$37.26	+25.2%	+$18,870 gain
Latest closeOct 20, 2026	Oct 20, 2026	$28.94	−2.79%	−$2,091 loss

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

Nov 14, 2025Filed 18 days later

Member

Hyster-Yale, Inc. Class A common stockHYStocks (including ADRs) [ST]

Purchase

$15,001 - $50,000

Notified Dec 1, 2025New

Disclosed 18 days after the trade. HY closed at $28.50 on Nov 14, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeNov 17, 2025	Nov 17, 2025	$27.66	−2.95%	−$958 loss
Day of disclosureDec 2, 2025	Dec 2, 2025	$29.75	+4.39%	+$1,425 gain
30 days afterDec 15, 2025	Dec 15, 2025	$33.53	+17.6%	+$5,736 gain
90 days afterFeb 12, 2026	Feb 12, 2026	$38.67	+35.7%	+$11,598 gain
Latest closeOct 20, 2026	Oct 20, 2026	$28.94	+1.54%	+$502 gain

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

Nov 3, 2025Filed 29 days later

Member

Hyster-Yale, Inc. Class A common stockHYStocks (including ADRs) [ST]

Purchase

$50,001 - $100,000

Notified Dec 1, 2025New

Disclosed 29 days after the trade. HY closed at $35.63 on Nov 3, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $75,001 bought
Day after the tradeNov 4, 2025	Nov 4, 2025	$34.56	−3.00%	−$2,252 loss
Day of disclosureDec 2, 2025	Dec 2, 2025	$29.75	−16.5%	−$12,377 loss
30 days afterDec 3, 2025	Dec 3, 2025	$34.40	−3.45%	−$2,589 loss
90 days afterFeb 2, 2026	Feb 2, 2026	$33.91	−4.83%	−$3,621 loss
Latest closeOct 20, 2026	Oct 20, 2026	$28.94	−18.8%	−$14,082 loss

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

Nov 5, 2025Filed 27 days later

Member

Hyster-Yale, Inc. Class A common stockHYStocks (including ADRs) [ST]

Purchase

$15,001 - $50,000

Notified Dec 1, 2025New

Disclosed 27 days after the trade. HY closed at $34.08 on Nov 5, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeNov 6, 2025	Nov 6, 2025	$34.59	+1.50%	+$486 gain
Day of disclosureDec 2, 2025	Dec 2, 2025	$29.75	−12.7%	−$4,129 loss
30 days afterDec 5, 2025	Dec 5, 2025	$33.82	−0.76%	−$248 loss
90 days afterFeb 3, 2026	Feb 3, 2026	$34.81	+2.14%	+$696 gain
Latest closeOct 20, 2026	Oct 20, 2026	$28.94	−15.1%	−$4,902 loss

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

Nov 4, 2025Filed 28 days later

Member

LGI Homes, Inc. - Common StockLGIHStocks (including ADRs) [ST]

Purchase

$15,001 - $50,000

Notified Dec 1, 2025New

Disclosed 28 days after the trade. LGIH closed at $44.45 on Nov 4, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeNov 5, 2025	Nov 5, 2025	$48.63	+9.40%	+$3,056 gain
Day of disclosureDec 2, 2025	Dec 2, 2025	$52.63	+18.4%	+$5,981 gain
30 days afterDec 4, 2025	Dec 4, 2025	$50.61	+13.9%	+$4,504 gain
90 days afterFeb 2, 2026	Feb 2, 2026	$50.20	+12.9%	+$4,204 gain
Latest closeOct 20, 2026	Oct 20, 2026	$43.10	−3.04%	−$987 loss

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

Nov 5, 2025Filed 27 days later

Member

LGI Homes, Inc. - Common StockLGIHStocks (including ADRs) [ST]

Sale

$50,001 - $100,000

Notified Dec 1, 2025New

Disclosed 27 days after the trade. LGIH closed at $48.63 on Nov 5, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $75,001 sold
Day after the tradeNov 6, 2025	Nov 6, 2025	$46.17	−5.06%	$3,794 loss avoided
Day of disclosureDec 2, 2025	Dec 2, 2025	$52.63	+8.23%	$6,169 gain missed
30 days afterDec 5, 2025	Dec 5, 2025	$50.40	+3.64%	$2,730 gain missed
90 days afterFeb 3, 2026	Feb 3, 2026	$53.86	+10.8%	$8,066 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$43.10	−11.4%	$8,529 loss avoided

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

Nov 5, 2025Filed 27 days later

Member

Verizon Communications Inc. Common StockVZStocks (including ADRs) [ST]

Purchase

$15,001 - $50,000

Notified Dec 1, 2025New

Disclosed 27 days after the trade. VZ closed at $39.69 on Nov 5, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeNov 6, 2025	Nov 6, 2025	$39.82	+0.33%	+$106 gain
Day of disclosureDec 2, 2025	Dec 2, 2025	$40.61	+2.32%	+$753 gain
30 days afterDec 5, 2025	Dec 5, 2025	$41.69	+5.04%	+$1,638 gain
90 days afterFeb 3, 2026	Feb 3, 2026	$46.25	+16.5%	+$5,372 gain
Latest closeOct 20, 2026	Oct 20, 2026	$44.54	+12.2%	+$3,972 gain

Estimates: filers report neither the price nor the 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 19, 2025Filed 13 days later

Member

Verizon Communications Inc. Common StockVZStocks (including ADRs) [ST]

Sale

$100,001 - $250,000

Notified Dec 1, 2025New

Disclosed 13 days after the trade. VZ closed at $41.19 on Nov 19, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $175,001 sold
Day after the tradeNov 20, 2025	Nov 20, 2025	$40.76	−1.04%	$1,827 loss avoided
Day of disclosureDec 2, 2025	Dec 2, 2025	$40.61	−1.41%	$2,464 loss avoided
30 days afterDec 19, 2025	Dec 19, 2025	$39.82	−3.33%	$5,821 loss avoided
90 days afterFeb 17, 2026	Feb 17, 2026	$48.93	+18.8%	$32,884 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$44.54	+8.13%	$14,233 gain missed

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

Disclosed 19 days after the trade. HY closed at $37.72 on Oct 24, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $175,001 sold
Day after the tradeOct 27, 2025	Oct 27, 2025	$37.16	−1.48%	$2,598 loss avoided
Day of disclosureNov 12, 2025	Nov 12, 2025	$29.77	−21.1%	$36,884 loss avoided
30 days afterNov 24, 2025	Nov 24, 2025	$28.38	−24.8%	$43,333 loss avoided
90 days afterJan 22, 2026	Jan 22, 2026	$34.36	−8.91%	$15,589 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$28.94	−23.3%	$40,735 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.

Hyster-Yale, Inc. Class A common stockHY

Stocks (including ADRs) [ST]

Held in: Schwab One

Transaction date: Oct 8, 2025Filed 35 days later
Type: Purchase
Amount (as reported): $50,001 - $100,000
Owner: Member
Notified / status: Notified Nov 3, 2025New

Disclosed 35 days after the trade. HY closed at $36.05 on Oct 8, 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 tradeOct 9, 2025	Oct 9, 2025	$35.35	−1.94%	−$1,456 loss
Day of disclosureNov 12, 2025	Nov 12, 2025	$29.77	−17.4%	−$13,065 loss
30 days afterNov 7, 2025	Nov 7, 2025	$34.07	−5.49%	−$4,119 loss
90 days afterJan 6, 2026	Jan 6, 2026	$32.71	−9.26%	−$6,949 loss
Latest closeOct 20, 2026	Oct 20, 2026	$28.94	−19.7%	−$14,792 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.

Hyster-Yale, Inc. Class A common stockHY

Stocks (including ADRs) [ST]

Held in: Schwab One

Transaction date: Oct 10, 2025Filed 33 days later
Type: Purchase
Amount (as reported): $15,001 - $50,000
Owner: Member
Notified / status: Notified Nov 3, 2025New

Disclosed 33 days after the trade. HY closed at $34.15 on Oct 10, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeOct 13, 2025	Oct 13, 2025	$35.47	+3.87%	+$1,256 gain
Day of disclosureNov 12, 2025	Nov 12, 2025	$29.77	−12.8%	−$4,169 loss
30 days afterNov 10, 2025	Nov 10, 2025	$31.78	−6.94%	−$2,256 loss
90 days afterJan 8, 2026	Jan 8, 2026	$32.63	−4.45%	−$1,447 loss
Latest closeOct 20, 2026	Oct 20, 2026	$28.94	−15.3%	−$4,958 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.

Hyster-Yale, Inc. Class A common stockHY

Stocks (including ADRs) [ST]

Held in: Schwab One

Transaction date: Oct 14, 2025Filed 29 days later
Type: Purchase
Amount (as reported): $15,001 - $50,000
Owner: Member
Notified / status: Notified Nov 3, 2025New

Disclosed 29 days after the trade. HY closed at $36.14 on Oct 14, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeOct 15, 2025	Oct 15, 2025	$36.65	+1.41%	+$459 gain
Day of disclosureNov 12, 2025	Nov 12, 2025	$29.77	−17.6%	−$5,729 loss
30 days afterNov 13, 2025	Nov 13, 2025	$29.29	−19.0%	−$6,160 loss
90 days afterJan 12, 2026	Jan 12, 2026	$33.90	−6.20%	−$2,014 loss
Latest closeOct 20, 2026	Oct 20, 2026	$28.94	−19.9%	−$6,475 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.

Krispy Kreme, Inc. - Common StockDNUT

Stocks (including ADRs) [ST]

Held in: Schwab One

Transaction date: Oct 22, 2025Filed 21 days later
Type: Sale
Amount (as reported): $50,001 - $100,000
Owner: Member
Notified / status: Notified Nov 3, 2025New

Disclosed 21 days after the trade. DNUT closed at $4.03 on Oct 22, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $75,001 sold
Day after the tradeOct 23, 2025	Oct 23, 2025	$4.11	+1.99%	$1,489 gain missed
Day of disclosureNov 12, 2025	Nov 12, 2025	$4.03	0.00%	$0
30 days afterNov 21, 2025	Nov 21, 2025	$3.73	−7.44%	$5,583 loss avoided
90 days afterJan 20, 2026	Jan 20, 2026	$3.51	−12.9%	$9,678 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$2.97	−26.3%	$19,727 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.

LGI Homes, Inc. - Common StockLGIH

Stocks (including ADRs) [ST]

Held in: Schwab One

Transaction date: Oct 30, 2025Filed 13 days later
Type: Purchase
Amount (as reported): $15,001 - $50,000
Owner: Member
Notified / status: Notified Nov 3, 2025New

Disclosed 13 days after the trade. LGIH closed at $40.83 on Oct 30, 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 tradeOct 31, 2025	Oct 31, 2025	$40.81	−0.05%	−$16 loss
Day of disclosureNov 12, 2025	Nov 12, 2025	$49.07	+20.2%	+$6,559 gain
30 days afterDec 1, 2025	Dec 1, 2025	$52.33	+28.2%	+$9,154 gain
90 days afterJan 28, 2026	Jan 28, 2026	$49.88	+22.2%	+$7,204 gain
Latest closeOct 20, 2026	Oct 20, 2026	$43.10	+5.56%	+$1,807 gain

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

Verizon Communications Inc. Common StockVZ

Stocks (including ADRs) [ST]

Held in: Schwab One

Transaction date: Oct 31, 2025Filed 12 days later
Type: Purchase
Amount (as reported): $15,001 - $50,000
Owner: Member
Notified / status: Notified Nov 3, 2025New

Disclosed 12 days after the trade. VZ closed at $39.74 on Oct 31, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeNov 3, 2025	Nov 3, 2025	$39.47	−0.68%	−$221 loss
Day of disclosureNov 12, 2025	Nov 12, 2025	$40.80	+2.67%	+$867 gain
30 days afterDec 1, 2025	Dec 1, 2025	$40.74	+2.52%	+$818 gain
90 days afterJan 29, 2026	Jan 29, 2026	$39.81	+0.18%	+$57 gain
Latest closeOct 20, 2026	Oct 20, 2026	$44.54	+12.1%	+$3,926 gain

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

Verizon Communications Inc. Common StockVZ

Stocks (including ADRs) [ST]

Held in: Schwab One

Transaction date: Oct 7, 2025Filed 36 days later
Type: Purchase
Amount (as reported): $50,001 - $100,000
Owner: Member
Notified / status: Notified Nov 3, 2025New

Disclosed 36 days after the trade. VZ closed at $41.40 on Oct 7, 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 tradeOct 8, 2025	Oct 8, 2025	$41.32	−0.19%	−$145 loss
Day of disclosureNov 12, 2025	Nov 12, 2025	$40.80	−1.45%	−$1,087 loss
30 days afterNov 6, 2025	Nov 6, 2025	$39.82	−3.82%	−$2,862 loss
90 days afterJan 5, 2026	Jan 5, 2026	$40.23	−2.83%	−$2,120 loss
Latest closeOct 20, 2026	Oct 20, 2026	$44.54	+7.58%	+$5,688 gain

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

Verizon Communications Inc. Common StockVZ

Stocks (including ADRs) [ST]

Held in: Schwab One

Transaction date: Oct 10, 2025Filed 33 days later
Type: Purchase
Amount (as reported): $15,001 - $50,000
Owner: Member
Notified / status: Notified Nov 3, 2025New

Disclosed 33 days after the trade. VZ closed at $39.85 on Oct 10, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeOct 13, 2025	Oct 13, 2025	$39.75	−0.25%	−$82 loss
Day of disclosureNov 12, 2025	Nov 12, 2025	$40.80	+2.38%	+$775 gain
30 days afterNov 10, 2025	Nov 10, 2025	$39.85	0.00%	$0
90 days afterJan 8, 2026	Jan 8, 2026	$40.57	+1.81%	+$587 gain
Latest closeOct 20, 2026	Oct 20, 2026	$44.54	+11.8%	+$3,825 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.

Transaction date

Owner

Asset

Type

Amount (as reported)

Notified / status

Prices

Oct 29, 2025Filed 14 days later

Member

Genprex, Inc. - Common StockGNPXStocks (including ADRs) [ST]Held in: Schwab One

Purchase

$15,001 - $50,000

Notified Nov 3, 2025New

Disclosed 14 days after the trade. GNPX closed at $146.08 on Oct 29, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeOct 30, 2025	Oct 30, 2025	$137.94	−5.57%	−$1,811 loss
Day of disclosureNov 12, 2025	Nov 12, 2025	$101.20	−30.7%	−$9,985 loss
30 days afterNov 28, 2025	Nov 28, 2025	$65.12	−55.4%	−$18,013 loss
90 days afterJan 27, 2026	Jan 27, 2026	$51.92	−64.5%	−$20,949 loss
Latest closeOct 20, 2026	Oct 20, 2026	$2.13	−98.5%	−$32,027 loss

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

Oct 24, 2025Filed 19 days later

Member

Hyster-Yale, Inc. Class A common stockHYStocks (including ADRs) [ST]Held in: Schwab One

Sale

$100,001 - $250,000

Notified Nov 3, 2025New

Disclosed 19 days after the trade. HY closed at $37.72 on Oct 24, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $175,001 sold
Day after the tradeOct 27, 2025	Oct 27, 2025	$37.16	−1.48%	$2,598 loss avoided
Day of disclosureNov 12, 2025	Nov 12, 2025	$29.77	−21.1%	$36,884 loss avoided
30 days afterNov 24, 2025	Nov 24, 2025	$28.38	−24.8%	$43,333 loss avoided
90 days afterJan 22, 2026	Jan 22, 2026	$34.36	−8.91%	$15,589 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$28.94	−23.3%	$40,735 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.

Oct 8, 2025Filed 35 days later

Member

Hyster-Yale, Inc. Class A common stockHYStocks (including ADRs) [ST]Held in: Schwab One

Purchase

$50,001 - $100,000

Notified Nov 3, 2025New

Disclosed 35 days after the trade. HY closed at $36.05 on Oct 8, 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 tradeOct 9, 2025	Oct 9, 2025	$35.35	−1.94%	−$1,456 loss
Day of disclosureNov 12, 2025	Nov 12, 2025	$29.77	−17.4%	−$13,065 loss
30 days afterNov 7, 2025	Nov 7, 2025	$34.07	−5.49%	−$4,119 loss
90 days afterJan 6, 2026	Jan 6, 2026	$32.71	−9.26%	−$6,949 loss
Latest closeOct 20, 2026	Oct 20, 2026	$28.94	−19.7%	−$14,792 loss

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

Oct 10, 2025Filed 33 days later

Member

Hyster-Yale, Inc. Class A common stockHYStocks (including ADRs) [ST]Held in: Schwab One

Purchase

$15,001 - $50,000

Notified Nov 3, 2025New

Disclosed 33 days after the trade. HY closed at $34.15 on Oct 10, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeOct 13, 2025	Oct 13, 2025	$35.47	+3.87%	+$1,256 gain
Day of disclosureNov 12, 2025	Nov 12, 2025	$29.77	−12.8%	−$4,169 loss
30 days afterNov 10, 2025	Nov 10, 2025	$31.78	−6.94%	−$2,256 loss
90 days afterJan 8, 2026	Jan 8, 2026	$32.63	−4.45%	−$1,447 loss
Latest closeOct 20, 2026	Oct 20, 2026	$28.94	−15.3%	−$4,958 loss

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

Oct 14, 2025Filed 29 days later

Member

Hyster-Yale, Inc. Class A common stockHYStocks (including ADRs) [ST]Held in: Schwab One

Purchase

$15,001 - $50,000

Notified Nov 3, 2025New

Disclosed 29 days after the trade. HY closed at $36.14 on Oct 14, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeOct 15, 2025	Oct 15, 2025	$36.65	+1.41%	+$459 gain
Day of disclosureNov 12, 2025	Nov 12, 2025	$29.77	−17.6%	−$5,729 loss
30 days afterNov 13, 2025	Nov 13, 2025	$29.29	−19.0%	−$6,160 loss
90 days afterJan 12, 2026	Jan 12, 2026	$33.90	−6.20%	−$2,014 loss
Latest closeOct 20, 2026	Oct 20, 2026	$28.94	−19.9%	−$6,475 loss

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

Oct 22, 2025Filed 21 days later

Member

Krispy Kreme, Inc. - Common StockDNUTStocks (including ADRs) [ST]Held in: Schwab One

Sale

$50,001 - $100,000

Notified Nov 3, 2025New

Disclosed 21 days after the trade. DNUT closed at $4.03 on Oct 22, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $75,001 sold
Day after the tradeOct 23, 2025	Oct 23, 2025	$4.11	+1.99%	$1,489 gain missed
Day of disclosureNov 12, 2025	Nov 12, 2025	$4.03	0.00%	$0
30 days afterNov 21, 2025	Nov 21, 2025	$3.73	−7.44%	$5,583 loss avoided
90 days afterJan 20, 2026	Jan 20, 2026	$3.51	−12.9%	$9,678 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$2.97	−26.3%	$19,727 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.

Oct 30, 2025Filed 13 days later

Member

LGI Homes, Inc. - Common StockLGIHStocks (including ADRs) [ST]Held in: Schwab One

Purchase

$15,001 - $50,000

Notified Nov 3, 2025New

Disclosed 13 days after the trade. LGIH closed at $40.83 on Oct 30, 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 tradeOct 31, 2025	Oct 31, 2025	$40.81	−0.05%	−$16 loss
Day of disclosureNov 12, 2025	Nov 12, 2025	$49.07	+20.2%	+$6,559 gain
30 days afterDec 1, 2025	Dec 1, 2025	$52.33	+28.2%	+$9,154 gain
90 days afterJan 28, 2026	Jan 28, 2026	$49.88	+22.2%	+$7,204 gain
Latest closeOct 20, 2026	Oct 20, 2026	$43.10	+5.56%	+$1,807 gain

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

Oct 31, 2025Filed 12 days later

Member

Verizon Communications Inc. Common StockVZStocks (including ADRs) [ST]Held in: Schwab One

Purchase

$15,001 - $50,000

Notified Nov 3, 2025New

Disclosed 12 days after the trade. VZ closed at $39.74 on Oct 31, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeNov 3, 2025	Nov 3, 2025	$39.47	−0.68%	−$221 loss
Day of disclosureNov 12, 2025	Nov 12, 2025	$40.80	+2.67%	+$867 gain
30 days afterDec 1, 2025	Dec 1, 2025	$40.74	+2.52%	+$818 gain
90 days afterJan 29, 2026	Jan 29, 2026	$39.81	+0.18%	+$57 gain
Latest closeOct 20, 2026	Oct 20, 2026	$44.54	+12.1%	+$3,926 gain

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

Oct 7, 2025Filed 36 days later

Member

Verizon Communications Inc. Common StockVZStocks (including ADRs) [ST]Held in: Schwab One

Purchase

$50,001 - $100,000

Notified Nov 3, 2025New

Disclosed 36 days after the trade. VZ closed at $41.40 on Oct 7, 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 tradeOct 8, 2025	Oct 8, 2025	$41.32	−0.19%	−$145 loss
Day of disclosureNov 12, 2025	Nov 12, 2025	$40.80	−1.45%	−$1,087 loss
30 days afterNov 6, 2025	Nov 6, 2025	$39.82	−3.82%	−$2,862 loss
90 days afterJan 5, 2026	Jan 5, 2026	$40.23	−2.83%	−$2,120 loss
Latest closeOct 20, 2026	Oct 20, 2026	$44.54	+7.58%	+$5,688 gain

Estimates: filers report neither the price nor the 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 10, 2025Filed 33 days later

Member

Verizon Communications Inc. Common StockVZStocks (including ADRs) [ST]Held in: Schwab One

Purchase

$15,001 - $50,000

Notified Nov 3, 2025New

Disclosed 33 days after the trade. VZ closed at $39.85 on Oct 10, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeOct 13, 2025	Oct 13, 2025	$39.75	−0.25%	−$82 loss
Day of disclosureNov 12, 2025	Nov 12, 2025	$40.80	+2.38%	+$775 gain
30 days afterNov 10, 2025	Nov 10, 2025	$39.85	0.00%	$0
90 days afterJan 8, 2026	Jan 8, 2026	$40.57	+1.81%	+$587 gain
Latest closeOct 20, 2026	Oct 20, 2026	$44.54	+11.8%	+$3,825 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.

Disclosed 30 days after the trade. CL closed at $83.20 on Sep 10, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeSep 11, 2025	Sep 11, 2025	$84.06	+1.03%	$83 gain missed
Day of disclosureOct 10, 2025	Oct 10, 2025	$77.96	−6.30%	$504 loss avoided
30 days afterOct 10, 2025	Oct 10, 2025	$77.96	−6.30%	$504 loss avoided
90 days afterDec 9, 2025	Dec 9, 2025	$76.98	−7.48%	$598 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$94.54	+13.6%	$1,091 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.

Hyster-Yale, Inc. Class A common stockHY

Stocks (including ADRs) [ST]

Held in: Schwab One

Transaction date: Sep 11, 2025Filed 29 days later
Type: Purchase
Amount (as reported): $50,001 - $100,000
Owner: Member
Notified / status: Notified Oct 4, 2025New

Disclosed 29 days after the trade. HY closed at $36.97 on Sep 11, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $75,001 bought
Day after the tradeSep 12, 2025	Sep 12, 2025	$35.77	−3.25%	−$2,434 loss
Day of disclosureOct 10, 2025	Oct 10, 2025	$34.15	−7.63%	−$5,721 loss
30 days afterOct 13, 2025	Oct 13, 2025	$35.47	−4.06%	−$3,043 loss
90 days afterDec 10, 2025	Dec 10, 2025	$33.90	−8.30%	−$6,228 loss
Latest closeOct 20, 2026	Oct 20, 2026	$28.94	−21.7%	−$16,290 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.

Hyster-Yale, Inc. Class A common stockHY

Stocks (including ADRs) [ST]

Held in: Schwab One

Transaction date: Sep 19, 2025Filed 21 days later
Type: Sale
Amount (as reported): $50,001 - $100,000
Owner: Member
Notified / status: Notified Oct 4, 2025New

Disclosed 21 days after the trade. HY closed at $36.63 on Sep 19, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $75,001 sold
Day after the tradeSep 22, 2025	Sep 22, 2025	$37.10	+1.28%	$962 gain missed
Day of disclosureOct 10, 2025	Oct 10, 2025	$34.15	−6.77%	$5,078 loss avoided
30 days afterOct 20, 2025	Oct 20, 2025	$36.49	−0.38%	$287 loss avoided
90 days afterDec 18, 2025	Dec 18, 2025	$31.14	−15.0%	$11,241 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$28.94	−21.0%	$15,746 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.

Procter & Gamble CompanyPG

Stocks (including ADRs) [ST]

Held in: TradeWinds

Transaction date: Sep 10, 2025Filed 30 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Oct 4, 2025New

Disclosed 30 days after the trade. PG closed at $157.35 on Sep 10, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeSep 11, 2025	Sep 11, 2025	$158.63	+0.81%	$65 gain missed
Day of disclosureOct 10, 2025	Oct 10, 2025	$149.69	−4.87%	$389 loss avoided
30 days afterOct 10, 2025	Oct 10, 2025	$149.69	−4.87%	$389 loss avoided
90 days afterDec 9, 2025	Dec 9, 2025	$139.63	−11.3%	$901 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$159.32	+1.25%	$100 gain missed

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

Transaction date

Owner

Asset

Type

Amount (as reported)

Notified / status

Prices

Sep 11, 2025Filed 29 days later

Member

Coinbase Global, Inc. - Class A Common StockCOINStocks (including ADRs) [ST]Held in: TradeWinds

Purchase

$15,001 - $50,000

Notified Oct 4, 2025New

Disclosed 29 days after the trade. COIN closed at $323.95 on Sep 11, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeSep 12, 2025	Sep 12, 2025	$323.04	−0.28%	−$91 loss
Day of disclosureOct 10, 2025	Oct 10, 2025	$357.01	+10.2%	+$3,317 gain
30 days afterOct 13, 2025	Oct 13, 2025	$356.99	+10.2%	+$3,315 gain
90 days afterDec 10, 2025	Dec 10, 2025	$275.09	−15.1%	−$4,902 loss
Latest closeOct 20, 2026	Oct 20, 2026	$170.85	−47.3%	−$15,360 loss

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

Sep 10, 2025Filed 30 days later

Member

Colgate-Palmolive Company Common StockCLStocks (including ADRs) [ST]Held in: TradeWinds

Sale

$1,001 - $15,000

Notified Oct 4, 2025New

Disclosed 30 days after the trade. CL closed at $83.20 on Sep 10, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeSep 11, 2025	Sep 11, 2025	$84.06	+1.03%	$83 gain missed
Day of disclosureOct 10, 2025	Oct 10, 2025	$77.96	−6.30%	$504 loss avoided
30 days afterOct 10, 2025	Oct 10, 2025	$77.96	−6.30%	$504 loss avoided
90 days afterDec 9, 2025	Dec 9, 2025	$76.98	−7.48%	$598 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$94.54	+13.6%	$1,091 gain missed

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

Sep 11, 2025Filed 29 days later

Member

Hyster-Yale, Inc. Class A common stockHYStocks (including ADRs) [ST]Held in: Schwab One

Purchase

$50,001 - $100,000

Notified Oct 4, 2025New

Disclosed 29 days after the trade. HY closed at $36.97 on Sep 11, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $75,001 bought
Day after the tradeSep 12, 2025	Sep 12, 2025	$35.77	−3.25%	−$2,434 loss
Day of disclosureOct 10, 2025	Oct 10, 2025	$34.15	−7.63%	−$5,721 loss
30 days afterOct 13, 2025	Oct 13, 2025	$35.47	−4.06%	−$3,043 loss
90 days afterDec 10, 2025	Dec 10, 2025	$33.90	−8.30%	−$6,228 loss
Latest closeOct 20, 2026	Oct 20, 2026	$28.94	−21.7%	−$16,290 loss

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

Sep 19, 2025Filed 21 days later

Member

Hyster-Yale, Inc. Class A common stockHYStocks (including ADRs) [ST]Held in: Schwab One

Sale

$50,001 - $100,000

Notified Oct 4, 2025New

Disclosed 21 days after the trade. HY closed at $36.63 on Sep 19, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $75,001 sold
Day after the tradeSep 22, 2025	Sep 22, 2025	$37.10	+1.28%	$962 gain missed
Day of disclosureOct 10, 2025	Oct 10, 2025	$34.15	−6.77%	$5,078 loss avoided
30 days afterOct 20, 2025	Oct 20, 2025	$36.49	−0.38%	$287 loss avoided
90 days afterDec 18, 2025	Dec 18, 2025	$31.14	−15.0%	$11,241 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$28.94	−21.0%	$15,746 loss avoided

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

Sep 10, 2025Filed 30 days later

Member

Procter & Gamble CompanyPGStocks (including ADRs) [ST]Held in: TradeWinds

Sale

$1,001 - $15,000

Notified Oct 4, 2025New

Disclosed 30 days after the trade. PG closed at $157.35 on Sep 10, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeSep 11, 2025	Sep 11, 2025	$158.63	+0.81%	$65 gain missed
Day of disclosureOct 10, 2025	Oct 10, 2025	$149.69	−4.87%	$389 loss avoided
30 days afterOct 10, 2025	Oct 10, 2025	$149.69	−4.87%	$389 loss avoided
90 days afterDec 9, 2025	Dec 9, 2025	$139.63	−11.3%	$901 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$159.32	+1.25%	$100 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.

Centene Corporation Common StockCNC

Stocks (including ADRs) [ST]

Transaction date: Aug 18, 2025Filed 16 days later
Type: Sale
Amount (as reported): $100,001 - $250,000
Owner: Member
Notified / status: Notified Sep 2, 2025New

Disclosed 16 days after the trade. CNC closed at $28.99 on Aug 18, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $175,001 sold
Day after the tradeAug 19, 2025	Aug 19, 2025	$29.33	+1.17%	$2,052 gain missed
Day of disclosureSep 3, 2025	Sep 3, 2025	$30.06	+3.69%	$6,459 gain missed
30 days afterSep 17, 2025	Sep 17, 2025	$32.02	+10.5%	$18,291 gain missed
90 days afterNov 17, 2025	Nov 17, 2025	$37.08	+27.9%	$48,836 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$70.81	+144.3%	$252,451 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.

Hyster-Yale, Inc. Class A common stockHY

Stocks (including ADRs) [ST]

Transaction date: Aug 12, 2025Filed 22 days later
Type: Purchase
Amount (as reported): $15,001 - $50,000
Owner: Member
Notified / status: Notified Sep 2, 2025New

Disclosed 22 days after the trade. HY closed at $37.08 on Aug 12, 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 tradeAug 13, 2025	Aug 13, 2025	$38.00	+2.48%	+$806 gain
Day of disclosureSep 3, 2025	Sep 3, 2025	$36.44	−1.73%	−$561 loss
30 days afterSep 11, 2025	Sep 11, 2025	$36.97	−0.30%	−$96 loss
90 days afterNov 10, 2025	Nov 10, 2025	$31.78	−14.3%	−$4,646 loss
Latest closeOct 20, 2026	Oct 20, 2026	$28.94	−22.0%	−$7,135 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.

Hyster-Yale, Inc. Class A common stockHY

Stocks (including ADRs) [ST]

Transaction date: Aug 13, 2025Filed 21 days later
Type: Sale
Amount (as reported): $50,001 - $100,000
Owner: Member
Notified / status: Notified Sep 2, 2025New

Disclosed 21 days after the trade. HY closed at $38.00 on Aug 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 sold
Day after the tradeAug 14, 2025	Aug 14, 2025	$37.35	−1.71%	$1,283 loss avoided
Day of disclosureSep 3, 2025	Sep 3, 2025	$36.44	−4.11%	$3,079 loss avoided
30 days afterSep 12, 2025	Sep 12, 2025	$35.77	−5.87%	$4,401 loss avoided
90 days afterNov 11, 2025	Nov 11, 2025	$29.71	−21.8%	$16,362 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$28.94	−23.8%	$17,882 loss avoided

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

Hyster-Yale, Inc. Class A common stockHY

Stocks (including ADRs) [ST]

Transaction date: Aug 7, 2025Filed 27 days later
Type: Purchase
Amount (as reported): $15,001 - $50,000
Owner: Member
Notified / status: Notified Sep 2, 2025New

Disclosed 27 days after the trade. HY closed at $37.38 on Aug 7, 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 tradeAug 8, 2025	Aug 8, 2025	$35.99	−3.72%	−$1,209 loss
Day of disclosureSep 3, 2025	Sep 3, 2025	$36.44	−2.51%	−$817 loss
30 days afterSep 8, 2025	Sep 8, 2025	$37.55	+0.45%	+$148 gain
90 days afterNov 5, 2025	Nov 5, 2025	$34.08	−8.83%	−$2,869 loss
Latest closeOct 20, 2026	Oct 20, 2026	$28.94	−22.6%	−$7,338 loss

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

Intel Corporation - Common StockINTC

Stocks (including ADRs) [ST]

Transaction date: Aug 8, 2025Filed 26 days later
Type: Purchase
Amount (as reported): $15,001 - $50,000
Owner: Member
Notified / status: Notified Sep 2, 2025New

Disclosed 26 days after the trade. INTC closed at $19.95 on Aug 8, 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 tradeAug 11, 2025	Aug 11, 2025	$20.65	+3.51%	+$1,140 gain
Day of disclosureSep 3, 2025	Sep 3, 2025	$24.00	+20.3%	+$6,598 gain
30 days afterSep 8, 2025	Sep 8, 2025	$24.48	+22.7%	+$7,380 gain
90 days afterNov 6, 2025	Nov 6, 2025	$37.24	+86.7%	+$28,168 gain
Latest closeOct 20, 2026	Oct 20, 2026	$91.69	+359.6%	+$116,873 gain

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

Intel Corporation - Common StockINTC

Stocks (including ADRs) [ST]

Transaction date: Aug 1, 2025Filed 33 days later
Type: Purchase
Amount (as reported): $15,001 - $50,000
Owner: Member
Notified / status: Notified Sep 2, 2025New

Disclosed 33 days after the trade. INTC closed at $19.31 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 bought
Day after the tradeAug 4, 2025	Aug 4, 2025	$19.50	+0.98%	+$320 gain
Day of disclosureSep 3, 2025	Sep 3, 2025	$24.00	+24.3%	+$7,894 gain
30 days afterSep 2, 2025	Sep 2, 2025	$24.21	+25.4%	+$8,247 gain
90 days afterOct 30, 2025	Oct 30, 2025	$40.16	+108.0%	+$35,093 gain
Latest closeOct 20, 2026	Oct 20, 2026	$91.69	+374.8%	+$121,824 gain

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

Intel Corporation - Common StockINTC

Stocks (including ADRs) [ST]

Transaction date: Aug 13, 2025Filed 21 days later
Type: Sale
Amount (as reported): $100,001 - $250,000
Owner: Member
Notified / status: Notified Sep 2, 2025New

Disclosed 21 days after the trade. INTC closed at $22.22 on Aug 13, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $175,001 sold
Day after the tradeAug 14, 2025	Aug 14, 2025	$23.86	+7.38%	$12,916 gain missed
Day of disclosureSep 3, 2025	Sep 3, 2025	$24.00	+8.01%	$14,019 gain missed
30 days afterSep 12, 2025	Sep 12, 2025	$24.08	+8.37%	$14,649 gain missed
90 days afterNov 11, 2025	Nov 11, 2025	$37.88	+70.5%	$123,336 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$91.69	+312.6%	$547,134 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.

Intel Corporation - Common StockINTC

Stocks (including ADRs) [ST]

Transaction date: Aug 11, 2025Filed 23 days later
Type: Purchase
Amount (as reported): $15,001 - $50,000
Owner: Member
Notified / status: Notified Sep 2, 2025New

Disclosed 23 days after the trade. INTC closed at $20.65 on Aug 11, 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 tradeAug 12, 2025	Aug 12, 2025	$21.81	+5.62%	+$1,826 gain
Day of disclosureSep 3, 2025	Sep 3, 2025	$24.00	+16.2%	+$5,273 gain
30 days afterSep 10, 2025	Sep 10, 2025	$24.77	+20.0%	+$6,484 gain
90 days afterNov 10, 2025	Nov 10, 2025	$38.45	+86.2%	+$28,015 gain
Latest closeOct 20, 2026	Oct 20, 2026	$91.69	+344.0%	+$111,810 gain

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

Krispy Kreme, Inc. - Common StockDNUT

Stocks (including ADRs) [ST]

Transaction date: Aug 1, 2025Filed 33 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Sep 2, 2025New

Disclosed 33 days after the trade. DNUT closed at $3.44 on Aug 1, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 bought
Day after the tradeAug 4, 2025	Aug 4, 2025	$3.65	+6.10%	+$488 gain
Day of disclosureSep 3, 2025	Sep 3, 2025	$3.31	−3.78%	−$302 loss
30 days afterSep 2, 2025	Sep 2, 2025	$3.34	−2.91%	−$233 loss
90 days afterOct 30, 2025	Oct 30, 2025	$3.63	+5.52%	+$442 gain
Latest closeOct 20, 2026	Oct 20, 2026	$2.97	−13.7%	−$1,093 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.

Krispy Kreme, Inc. - Common StockDNUT

Stocks (including ADRs) [ST]

Transaction date: Aug 4, 2025Filed 30 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Sep 2, 2025New

Disclosed 30 days after the trade. DNUT closed at $3.65 on Aug 4, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 bought
Day after the tradeAug 5, 2025	Aug 5, 2025	$3.64	−0.27%	−$22 loss
Day of disclosureSep 3, 2025	Sep 3, 2025	$3.31	−9.32%	−$745 loss
30 days afterSep 3, 2025	Sep 3, 2025	$3.31	−9.32%	−$745 loss
90 days afterNov 3, 2025	Nov 3, 2025	$3.68	+0.82%	+$66 gain
Latest closeOct 20, 2026	Oct 20, 2026	$2.97	−18.6%	−$1,491 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.

UnitedHealth Group Incorporated Common StockUNH

Stocks (including ADRs) [ST]

Transaction date: Aug 1, 2025Filed 33 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Sep 2, 2025New

Disclosed 33 days after the trade. UNH closed at $237.77 on Aug 1, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 bought
Day after the tradeAug 4, 2025	Aug 4, 2025	$240.98	+1.35%	+$108 gain
Day of disclosureSep 3, 2025	Sep 3, 2025	$307.88	+29.5%	+$2,359 gain
30 days afterSep 2, 2025	Sep 2, 2025	$308.80	+29.9%	+$2,390 gain
90 days afterOct 30, 2025	Oct 30, 2025	$344.75	+45.0%	+$3,600 gain
Latest closeOct 20, 2026	Oct 20, 2026	$419.26	+76.3%	+$6,107 gain

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

UnitedHealth Group Incorporated Common StockUNH

Stocks (including ADRs) [ST]

Transaction date: Aug 8, 2025Filed 26 days later
Type: Purchase
Amount (as reported): $15,001 - $50,000
Owner: Member
Notified / status: Notified Sep 2, 2025New

Disclosed 26 days after the trade. UNH closed at $250.89 on Aug 8, 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 tradeAug 11, 2025	Aug 11, 2025	$252.37	+0.59%	+$192 gain
Day of disclosureSep 3, 2025	Sep 3, 2025	$307.88	+22.7%	+$7,383 gain
30 days afterSep 8, 2025	Sep 8, 2025	$320.25	+27.6%	+$8,985 gain
90 days afterNov 6, 2025	Nov 6, 2025	$321.56	+28.2%	+$9,155 gain
Latest closeOct 20, 2026	Oct 20, 2026	$419.26	+67.1%	+$21,811 gain

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

UnitedHealth Group Incorporated Common StockUNH

Stocks (including ADRs) [ST]

Transaction date: Aug 15, 2025Filed 19 days later
Type: Sale
Amount (as reported): $50,001 - $100,000
Owner: Member
Notified / status: Notified Sep 2, 2025New

Disclosed 19 days after the trade. UNH closed at $304.01 on Aug 15, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $75,001 sold
Day after the tradeAug 18, 2025	Aug 18, 2025	$308.49	+1.47%	$1,105 gain missed
Day of disclosureSep 3, 2025	Sep 3, 2025	$307.88	+1.27%	$955 gain missed
30 days afterSep 15, 2025	Sep 15, 2025	$347.89	+14.4%	$10,825 gain missed
90 days afterNov 13, 2025	Nov 13, 2025	$332.52	+9.38%	$7,034 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$419.26	+37.9%	$28,433 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.

Verizon Communications Inc. Common StockVZ

Stocks (including ADRs) [ST]

Transaction date: Aug 1, 2025Filed 33 days later
Type: Sale
Amount (as reported): $15,001 - $50,000
Owner: Member
Notified / status: Notified Sep 2, 2025New

Disclosed 33 days after the trade. VZ closed at $42.88 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	$42.95	+0.16%	$53 gain missed
Day of disclosureSep 3, 2025	Sep 3, 2025	$43.74	+2.01%	$652 gain missed
30 days afterSep 2, 2025	Sep 2, 2025	$43.80	+2.15%	$697 gain missed
90 days afterOct 30, 2025	Oct 30, 2025	$38.96	−9.14%	$2,971 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$44.54	+3.87%	$1,258 gain missed

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

Transaction date

Owner

Asset

Type

Amount (as reported)

Notified / status

Prices

Aug 7, 2025Filed 27 days later

Member

Centene Corporation Common StockCNCStocks (including ADRs) [ST]

Purchase

$15,001 - $50,000

Notified Sep 2, 2025New

Disclosed 27 days after the trade. CNC closed at $25.26 on Aug 7, 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 tradeAug 8, 2025	Aug 8, 2025	$25.59	+1.31%	+$425 gain
Day of disclosureSep 3, 2025	Sep 3, 2025	$30.06	+19.0%	+$6,176 gain
30 days afterSep 8, 2025	Sep 8, 2025	$28.84	+14.2%	+$4,606 gain
90 days afterNov 5, 2025	Nov 5, 2025	$36.84	+45.8%	+$14,900 gain
Latest closeOct 20, 2026	Oct 20, 2026	$70.81	+180.3%	+$58,607 gain

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

Aug 8, 2025Filed 26 days later

Member

Centene Corporation Common StockCNCStocks (including ADRs) [ST]

Purchase

$1,001 - $15,000

Notified Sep 2, 2025New

Disclosed 26 days after the trade. CNC closed at $25.59 on Aug 8, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 bought
Day after the tradeAug 11, 2025	Aug 11, 2025	$25.25	−1.33%	−$106 loss
Day of disclosureSep 3, 2025	Sep 3, 2025	$30.06	+17.5%	+$1,398 gain
30 days afterSep 8, 2025	Sep 8, 2025	$28.84	+12.7%	+$1,016 gain
90 days afterNov 6, 2025	Nov 6, 2025	$37.10	+45.0%	+$3,599 gain
Latest closeOct 20, 2026	Oct 20, 2026	$70.81	+176.7%	+$14,139 gain

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

Aug 18, 2025Filed 16 days later

Member

Centene Corporation Common StockCNCStocks (including ADRs) [ST]

Sale

$100,001 - $250,000

Notified Sep 2, 2025New

Disclosed 16 days after the trade. CNC closed at $28.99 on Aug 18, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $175,001 sold
Day after the tradeAug 19, 2025	Aug 19, 2025	$29.33	+1.17%	$2,052 gain missed
Day of disclosureSep 3, 2025	Sep 3, 2025	$30.06	+3.69%	$6,459 gain missed
30 days afterSep 17, 2025	Sep 17, 2025	$32.02	+10.5%	$18,291 gain missed
90 days afterNov 17, 2025	Nov 17, 2025	$37.08	+27.9%	$48,836 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$70.81	+144.3%	$252,451 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.

Aug 13, 2025Filed 21 days later

Member

Direxion Daily Small Cap Bear 3X ETF - TZAOther [OT]ETFLocation: US

Purchase

$1,001 - $15,000

Notified Sep 2, 2025New

No ticker reported

Aug 14, 2025Filed 20 days later

Member

Direxion Daily Small Cap Bear 3X ETF - TZAOther [OT]ETFLocation: US

Purchase

$15,001 - $50,000

Notified Sep 2, 2025New

No ticker reported

Aug 25, 2025Filed 9 days later

Member

Direxion Daily Small Cap Bear 3X ETF - TZAOther [OT]ETFLocation: US

Purchase

$50,001 - $100,000

Notified Sep 2, 2025New

No ticker reported

Aug 28, 2025Filed 6 days later

Member

Direxion Daily Small Cap Bear 3X ETF - TZAOther [OT]ETFLocation: US

Purchase

$15,001 - $50,000

Notified Sep 2, 2025New

No ticker reported

Aug 12, 2025Filed 22 days later

Member

Hyster-Yale, Inc. Class A common stockHYStocks (including ADRs) [ST]

Purchase

$15,001 - $50,000

Notified Sep 2, 2025New

Disclosed 22 days after the trade. HY closed at $37.08 on Aug 12, 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 tradeAug 13, 2025	Aug 13, 2025	$38.00	+2.48%	+$806 gain
Day of disclosureSep 3, 2025	Sep 3, 2025	$36.44	−1.73%	−$561 loss
30 days afterSep 11, 2025	Sep 11, 2025	$36.97	−0.30%	−$96 loss
90 days afterNov 10, 2025	Nov 10, 2025	$31.78	−14.3%	−$4,646 loss
Latest closeOct 20, 2026	Oct 20, 2026	$28.94	−22.0%	−$7,135 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.

Aug 13, 2025Filed 21 days later

Member

Hyster-Yale, Inc. Class A common stockHYStocks (including ADRs) [ST]

Sale

$50,001 - $100,000

Notified Sep 2, 2025New

Disclosed 21 days after the trade. HY closed at $38.00 on Aug 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 sold
Day after the tradeAug 14, 2025	Aug 14, 2025	$37.35	−1.71%	$1,283 loss avoided
Day of disclosureSep 3, 2025	Sep 3, 2025	$36.44	−4.11%	$3,079 loss avoided
30 days afterSep 12, 2025	Sep 12, 2025	$35.77	−5.87%	$4,401 loss avoided
90 days afterNov 11, 2025	Nov 11, 2025	$29.71	−21.8%	$16,362 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$28.94	−23.8%	$17,882 loss avoided

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

Aug 7, 2025Filed 27 days later

Member

Hyster-Yale, Inc. Class A common stockHYStocks (including ADRs) [ST]

Purchase

$15,001 - $50,000

Notified Sep 2, 2025New

Disclosed 27 days after the trade. HY closed at $37.38 on Aug 7, 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 tradeAug 8, 2025	Aug 8, 2025	$35.99	−3.72%	−$1,209 loss
Day of disclosureSep 3, 2025	Sep 3, 2025	$36.44	−2.51%	−$817 loss
30 days afterSep 8, 2025	Sep 8, 2025	$37.55	+0.45%	+$148 gain
90 days afterNov 5, 2025	Nov 5, 2025	$34.08	−8.83%	−$2,869 loss
Latest closeOct 20, 2026	Oct 20, 2026	$28.94	−22.6%	−$7,338 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.

Aug 8, 2025Filed 26 days later

Member

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

Purchase

$15,001 - $50,000

Notified Sep 2, 2025New

Disclosed 26 days after the trade. INTC closed at $19.95 on Aug 8, 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 tradeAug 11, 2025	Aug 11, 2025	$20.65	+3.51%	+$1,140 gain
Day of disclosureSep 3, 2025	Sep 3, 2025	$24.00	+20.3%	+$6,598 gain
30 days afterSep 8, 2025	Sep 8, 2025	$24.48	+22.7%	+$7,380 gain
90 days afterNov 6, 2025	Nov 6, 2025	$37.24	+86.7%	+$28,168 gain
Latest closeOct 20, 2026	Oct 20, 2026	$91.69	+359.6%	+$116,873 gain

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

Aug 1, 2025Filed 33 days later

Member

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

Purchase

$15,001 - $50,000

Notified Sep 2, 2025New

Disclosed 33 days after the trade. INTC closed at $19.31 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 bought
Day after the tradeAug 4, 2025	Aug 4, 2025	$19.50	+0.98%	+$320 gain
Day of disclosureSep 3, 2025	Sep 3, 2025	$24.00	+24.3%	+$7,894 gain
30 days afterSep 2, 2025	Sep 2, 2025	$24.21	+25.4%	+$8,247 gain
90 days afterOct 30, 2025	Oct 30, 2025	$40.16	+108.0%	+$35,093 gain
Latest closeOct 20, 2026	Oct 20, 2026	$91.69	+374.8%	+$121,824 gain

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

Aug 13, 2025Filed 21 days later

Member

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

Sale

$100,001 - $250,000

Notified Sep 2, 2025New

Disclosed 21 days after the trade. INTC closed at $22.22 on Aug 13, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $175,001 sold
Day after the tradeAug 14, 2025	Aug 14, 2025	$23.86	+7.38%	$12,916 gain missed
Day of disclosureSep 3, 2025	Sep 3, 2025	$24.00	+8.01%	$14,019 gain missed
30 days afterSep 12, 2025	Sep 12, 2025	$24.08	+8.37%	$14,649 gain missed
90 days afterNov 11, 2025	Nov 11, 2025	$37.88	+70.5%	$123,336 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$91.69	+312.6%	$547,134 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.

Aug 11, 2025Filed 23 days later

Member

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

Purchase

$15,001 - $50,000

Notified Sep 2, 2025New

Disclosed 23 days after the trade. INTC closed at $20.65 on Aug 11, 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 tradeAug 12, 2025	Aug 12, 2025	$21.81	+5.62%	+$1,826 gain
Day of disclosureSep 3, 2025	Sep 3, 2025	$24.00	+16.2%	+$5,273 gain
30 days afterSep 10, 2025	Sep 10, 2025	$24.77	+20.0%	+$6,484 gain
90 days afterNov 10, 2025	Nov 10, 2025	$38.45	+86.2%	+$28,015 gain
Latest closeOct 20, 2026	Oct 20, 2026	$91.69	+344.0%	+$111,810 gain

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

Aug 1, 2025Filed 33 days later

Member

Krispy Kreme, Inc. - Common StockDNUTStocks (including ADRs) [ST]

Purchase

$1,001 - $15,000

Notified Sep 2, 2025New

Disclosed 33 days after the trade. DNUT closed at $3.44 on Aug 1, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 bought
Day after the tradeAug 4, 2025	Aug 4, 2025	$3.65	+6.10%	+$488 gain
Day of disclosureSep 3, 2025	Sep 3, 2025	$3.31	−3.78%	−$302 loss
30 days afterSep 2, 2025	Sep 2, 2025	$3.34	−2.91%	−$233 loss
90 days afterOct 30, 2025	Oct 30, 2025	$3.63	+5.52%	+$442 gain
Latest closeOct 20, 2026	Oct 20, 2026	$2.97	−13.7%	−$1,093 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.

Aug 4, 2025Filed 30 days later

Member

Krispy Kreme, Inc. - Common StockDNUTStocks (including ADRs) [ST]

Purchase

$1,001 - $15,000

Notified Sep 2, 2025New

Disclosed 30 days after the trade. DNUT closed at $3.65 on Aug 4, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 bought
Day after the tradeAug 5, 2025	Aug 5, 2025	$3.64	−0.27%	−$22 loss
Day of disclosureSep 3, 2025	Sep 3, 2025	$3.31	−9.32%	−$745 loss
30 days afterSep 3, 2025	Sep 3, 2025	$3.31	−9.32%	−$745 loss
90 days afterNov 3, 2025	Nov 3, 2025	$3.68	+0.82%	+$66 gain
Latest closeOct 20, 2026	Oct 20, 2026	$2.97	−18.6%	−$1,491 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.

Aug 1, 2025Filed 33 days later

Member

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

Purchase

$1,001 - $15,000

Notified Sep 2, 2025New

Disclosed 33 days after the trade. UNH closed at $237.77 on Aug 1, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 bought
Day after the tradeAug 4, 2025	Aug 4, 2025	$240.98	+1.35%	+$108 gain
Day of disclosureSep 3, 2025	Sep 3, 2025	$307.88	+29.5%	+$2,359 gain
30 days afterSep 2, 2025	Sep 2, 2025	$308.80	+29.9%	+$2,390 gain
90 days afterOct 30, 2025	Oct 30, 2025	$344.75	+45.0%	+$3,600 gain
Latest closeOct 20, 2026	Oct 20, 2026	$419.26	+76.3%	+$6,107 gain

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

Aug 8, 2025Filed 26 days later

Member

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

Purchase

$15,001 - $50,000

Notified Sep 2, 2025New

Disclosed 26 days after the trade. UNH closed at $250.89 on Aug 8, 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 tradeAug 11, 2025	Aug 11, 2025	$252.37	+0.59%	+$192 gain
Day of disclosureSep 3, 2025	Sep 3, 2025	$307.88	+22.7%	+$7,383 gain
30 days afterSep 8, 2025	Sep 8, 2025	$320.25	+27.6%	+$8,985 gain
90 days afterNov 6, 2025	Nov 6, 2025	$321.56	+28.2%	+$9,155 gain
Latest closeOct 20, 2026	Oct 20, 2026	$419.26	+67.1%	+$21,811 gain

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

Aug 15, 2025Filed 19 days later

Member

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

Sale

$50,001 - $100,000

Notified Sep 2, 2025New

Disclosed 19 days after the trade. UNH closed at $304.01 on Aug 15, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $75,001 sold
Day after the tradeAug 18, 2025	Aug 18, 2025	$308.49	+1.47%	$1,105 gain missed
Day of disclosureSep 3, 2025	Sep 3, 2025	$307.88	+1.27%	$955 gain missed
30 days afterSep 15, 2025	Sep 15, 2025	$347.89	+14.4%	$10,825 gain missed
90 days afterNov 13, 2025	Nov 13, 2025	$332.52	+9.38%	$7,034 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$419.26	+37.9%	$28,433 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.

Aug 1, 2025Filed 33 days later

Member

Verizon Communications Inc. Common StockVZStocks (including ADRs) [ST]

Sale

$15,001 - $50,000

Notified Sep 2, 2025New

Disclosed 33 days after the trade. VZ closed at $42.88 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	$42.95	+0.16%	$53 gain missed
Day of disclosureSep 3, 2025	Sep 3, 2025	$43.74	+2.01%	$652 gain missed
30 days afterSep 2, 2025	Sep 2, 2025	$43.80	+2.15%	$697 gain missed
90 days afterOct 30, 2025	Oct 30, 2025	$38.96	−9.14%	$2,971 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$44.54	+3.87%	$1,258 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.

Aug 11, 2025Filed 23 days later

Member

Yieldmax MSTR Opt Incm Strtgy ETFMSTYOther [OT]ETFLocation: US

Purchase

$50,001 - $100,000

Notified Sep 2, 2025New

Only stocks and funds are priced

Aug 20, 2025Filed 14 days later

Member

Yieldmax MSTR Opt Incm Strtgy ETFMSTYOther [OT]ETFLocation: US

Purchase

$15,001 - $50,000

Notified Sep 2, 2025New

Only stocks and funds are priced

Aug 20, 2025Filed 14 days later

Member

Yieldmax Smci Optn Inc Strg ETF - SMCYOther [OT]ETFLocation: US

Purchase

$15,001 - $50,000

Notified Sep 2, 2025New

No ticker reported

Aug 21, 2025Filed 13 days later

Member

Yieldmax Smci Optn Inc Strg ETF - SMCYOther [OT]ETFLocation: US

Purchase

$15,001 - $50,000

Notified Sep 2, 2025New

No ticker reported

Aug 7, 2025Filed 27 days later

Member

Yieldmax Smci Optn Inc Strg ETF - SMCYOther [OT]ETFLocation: US

Purchase

$100,001 - $250,000

Notified Sep 2, 2025New

No ticker reported

Aug 6, 2025Filed 28 days later

Member

Yieldmax Smci Optn Inc Strg ETF - SMCYOther [OT]ETFLocation: US

Purchase

$15,001 - $50,000

Notified Sep 2, 2025New

No ticker reported

Aug 29, 2025Filed 5 days later

Member

Yieldmax Smci Optn Inc Strg ETF - SMCYOther [OT]EFTLocation: US

Purchase

$15,001 - $50,000

Notified Sep 2, 2025New

No ticker reported

Centene Corporation Common StockCNC

Stocks (including ADRs) [ST]

Transaction date: Jul 21, 2025Filed 15 days later
Type: Purchase
Amount (as reported): $15,001 - $50,000
Owner: Member
Notified / status: Notified Aug 4, 2025New

Disclosed 15 days after the trade. CNC closed at $27.43 on Jul 21, 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 tradeJul 22, 2025	Jul 22, 2025	$27.89	+1.68%	+$545 gain
Day of disclosureAug 5, 2025	Aug 5, 2025	$25.89	−5.61%	−$1,825 loss
30 days afterAug 20, 2025	Aug 20, 2025	$29.40	+7.18%	+$2,334 gain
90 days afterOct 20, 2025	Oct 20, 2025	$35.61	+29.8%	+$9,692 gain
Latest closeOct 20, 2026	Oct 20, 2026	$70.81	+158.1%	+$51,400 gain

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

Centene Corporation Common StockCNC

Stocks (including ADRs) [ST]

Transaction date: Jul 22, 2025Filed 14 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Aug 4, 2025New

Disclosed 14 days after the trade. CNC closed at $27.89 on Jul 22, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJul 23, 2025	Jul 23, 2025	$29.42	+5.49%	+$439 gain
Day of disclosureAug 5, 2025	Aug 5, 2025	$25.89	−7.17%	−$574 loss
30 days afterAug 21, 2025	Aug 21, 2025	$28.81	+3.30%	+$264 gain
90 days afterOct 20, 2025	Oct 20, 2025	$35.61	+27.7%	+$2,215 gain
Latest closeOct 20, 2026	Oct 20, 2026	$70.81	+153.9%	+$12,313 gain

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

Centene Corporation Common StockCNC

Stocks (including ADRs) [ST]

Transaction date: Jul 29, 2025Filed 7 days later
Type: Purchase
Amount (as reported): $15,001 - $50,000
Owner: Member
Notified / status: Notified Aug 4, 2025New

Disclosed 7 days after the trade. CNC closed at $25.53 on Jul 29, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeJul 30, 2025	Jul 30, 2025	$25.79	+1.02%	+$331 gain
Day of disclosureAug 5, 2025	Aug 5, 2025	$25.89	+1.41%	+$458 gain
30 days afterAug 28, 2025	Aug 28, 2025	$28.38	+11.2%	+$3,628 gain
90 days afterOct 27, 2025	Oct 27, 2025	$33.15	+29.8%	+$9,701 gain
Latest closeOct 20, 2026	Oct 20, 2026	$70.81	+177.4%	+$57,644 gain

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

Centene Corporation Common StockCNC

Stocks (including ADRs) [ST]

Transaction date: Jul 30, 2025Filed 6 days later
Type: Purchase
Amount (as reported): $15,001 - $50,000
Owner: Member
Notified / status: Notified Aug 4, 2025New

Disclosed 6 days after the trade. CNC closed at $25.79 on Jul 30, 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 tradeJul 31, 2025	Jul 31, 2025	$26.07	+1.09%	+$353 gain
Day of disclosureAug 5, 2025	Aug 5, 2025	$25.89	+0.39%	+$126 gain
30 days afterAug 29, 2025	Aug 29, 2025	$29.04	+12.6%	+$4,096 gain
90 days afterOct 28, 2025	Oct 28, 2025	$33.19	+28.7%	+$9,326 gain
Latest closeOct 20, 2026	Oct 20, 2026	$70.81	+174.6%	+$56,735 gain

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

Harley-Davidson, Inc. Common StockHOG

Stocks (including ADRs) [ST]

Transaction date: Jul 30, 2025Filed 6 days later
Type: Purchase
Amount (as reported): $15,001 - $50,000
Owner: Member
Notified / status: Notified Aug 4, 2025New

Disclosed 6 days after the trade. HOG closed at $26.02 on Jul 30, 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 tradeJul 31, 2025	Jul 31, 2025	$24.33	−6.50%	−$2,111 loss
Day of disclosureAug 5, 2025	Aug 5, 2025	$24.24	−6.84%	−$2,223 loss
30 days afterAug 29, 2025	Aug 29, 2025	$29.12	+11.9%	+$3,872 gain
90 days afterOct 28, 2025	Oct 28, 2025	$27.36	+5.15%	+$1,674 gain
Latest closeOct 20, 2026	Oct 20, 2026	$27.19	+4.50%	+$1,461 gain

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

Intel Corporation - Common StockINTC

Stocks (including ADRs) [ST]

Transaction date: Jul 29, 2025Filed 7 days later
Type: Purchase
Amount (as reported): $15,001 - $50,000
Owner: Member
Notified / status: Notified Aug 4, 2025New

Disclosed 7 days after the trade. INTC closed at $20.41 on Jul 29, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeJul 30, 2025	Jul 30, 2025	$20.34	−0.34%	−$111 loss
Day of disclosureAug 5, 2025	Aug 5, 2025	$20.19	−1.08%	−$350 loss
30 days afterAug 28, 2025	Aug 28, 2025	$24.93	+22.1%	+$7,198 gain
90 days afterOct 27, 2025	Oct 27, 2025	$39.54	+93.7%	+$30,463 gain
Latest closeOct 20, 2026	Oct 20, 2026	$91.69	+349.2%	+$113,507 gain

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

Krispy Kreme, Inc. - Common StockDNUT

Stocks (including ADRs) [ST]

Transaction date: Jul 29, 2025Filed 7 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Aug 4, 2025New

Disclosed 7 days after the trade. DNUT closed at $3.78 on Jul 29, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJul 30, 2025	Jul 30, 2025	$3.80	+0.53%	+$42 gain
Day of disclosureAug 5, 2025	Aug 5, 2025	$3.64	−3.70%	−$296 loss
30 days afterAug 28, 2025	Aug 28, 2025	$3.57	−5.69%	−$455 loss
90 days afterOct 27, 2025	Oct 27, 2025	$4.16	+10.1%	+$804 gain
Latest closeOct 20, 2026	Oct 20, 2026	$2.97	−21.4%	−$1,714 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.

Krispy Kreme, Inc. - Common StockDNUT

Stocks (including ADRs) [ST]

Transaction date: Jul 30, 2025Filed 6 days later
Type: Purchase
Amount (as reported): $15,001 - $50,000
Owner: Member
Notified / status: Notified Aug 4, 2025New

Disclosed 6 days after the trade. DNUT closed at $3.80 on Jul 30, 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 tradeJul 31, 2025	Jul 31, 2025	$3.62	−4.74%	−$1,540 loss
Day of disclosureAug 5, 2025	Aug 5, 2025	$3.64	−4.21%	−$1,368 loss
30 days afterAug 29, 2025	Aug 29, 2025	$3.55	−6.58%	−$2,138 loss
90 days afterOct 28, 2025	Oct 28, 2025	$4.04	+6.32%	+$2,053 gain
Latest closeOct 20, 2026	Oct 20, 2026	$2.97	−21.8%	−$7,099 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.

UnitedHealth Group Incorporated Common StockUNH

Stocks (including ADRs) [ST]

Transaction date: Jul 21, 2025Filed 15 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Aug 4, 2025New

Disclosed 15 days after the trade. UNH closed at $282.14 on Jul 21, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJul 22, 2025	Jul 22, 2025	$285.13	+1.06%	+$85 gain
Day of disclosureAug 5, 2025	Aug 5, 2025	$251.00	−11.0%	−$883 loss
30 days afterAug 20, 2025	Aug 20, 2025	$299.84	+6.27%	+$502 gain
90 days afterOct 20, 2025	Oct 20, 2025	$364.48	+29.2%	+$2,335 gain
Latest closeOct 20, 2026	Oct 20, 2026	$419.26	+48.6%	+$3,888 gain

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

UnitedHealth Group Incorporated Common StockUNH

Stocks (including ADRs) [ST]

Transaction date: Jul 16, 2025Filed 20 days later
Type: Purchase
Amount (as reported): $15,001 - $50,000
Owner: Member
Notified / status: Notified Aug 4, 2025New

Disclosed 20 days after the trade. UNH closed at $292.49 on Jul 16, 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 tradeJul 17, 2025	Jul 17, 2025	$288.07	−1.51%	−$491 loss
Day of disclosureAug 5, 2025	Aug 5, 2025	$251.00	−14.2%	−$4,610 loss
30 days afterAug 15, 2025	Aug 15, 2025	$304.01	+3.94%	+$1,280 gain
90 days afterOct 14, 2025	Oct 14, 2025	$359.93	+23.1%	+$7,494 gain
Latest closeOct 20, 2026	Oct 20, 2026	$419.26	+43.3%	+$14,086 gain

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

Verizon Communications Inc. Common StockVZ

Stocks (including ADRs) [ST]

Transaction date: Jul 29, 2025Filed 7 days later
Type: Purchase
Amount (as reported): $15,001 - $50,000
Owner: Member
Notified / status: Notified Aug 4, 2025New

Disclosed 7 days after the trade. VZ closed at $42.71 on Jul 29, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeJul 30, 2025	Jul 30, 2025	$42.60	−0.26%	−$84 loss
Day of disclosureAug 5, 2025	Aug 5, 2025	$42.67	−0.09%	−$30 loss
30 days afterAug 28, 2025	Aug 28, 2025	$43.93	+2.86%	+$928 gain
90 days afterOct 27, 2025	Oct 27, 2025	$39.23	−8.15%	−$2,648 loss
Latest closeOct 20, 2026	Oct 20, 2026	$44.54	+4.28%	+$1,393 gain

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

Transaction date

Owner

Asset

Type

Amount (as reported)

Notified / status

Prices

Jul 14, 2025Filed 22 days later

Member

Centene Corporation Common StockCNCStocks (including ADRs) [ST]

Purchase

$15,001 - $50,000

Notified Aug 4, 2025New

Disclosed 22 days after the trade. CNC closed at $30.64 on Jul 14, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeJul 15, 2025	Jul 15, 2025	$30.00	−2.09%	−$679 loss
Day of disclosureAug 5, 2025	Aug 5, 2025	$25.89	−15.5%	−$5,039 loss
30 days afterAug 13, 2025	Aug 13, 2025	$27.07	−11.7%	−$3,787 loss
90 days afterOct 13, 2025	Oct 13, 2025	$36.36	+18.7%	+$6,067 gain
Latest closeOct 20, 2026	Oct 20, 2026	$70.81	+131.1%	+$42,610 gain

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

Jul 18, 2025Filed 18 days later

Member

Centene Corporation Common StockCNCStocks (including ADRs) [ST]

Purchase

$15,001 - $50,000

Notified Aug 4, 2025New

Disclosed 18 days after the trade. CNC closed at $27.95 on Jul 18, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeJul 21, 2025	Jul 21, 2025	$27.43	−1.86%	−$605 loss
Day of disclosureAug 5, 2025	Aug 5, 2025	$25.89	−7.37%	−$2,395 loss
30 days afterAug 18, 2025	Aug 18, 2025	$28.99	+3.72%	+$1,209 gain
90 days afterOct 16, 2025	Oct 16, 2025	$35.64	+27.5%	+$8,942 gain
Latest closeOct 20, 2026	Oct 20, 2026	$70.81	+153.3%	+$49,839 gain

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

Jul 21, 2025Filed 15 days later

Member

Centene Corporation Common StockCNCStocks (including ADRs) [ST]

Purchase

$15,001 - $50,000

Notified Aug 4, 2025New

Disclosed 15 days after the trade. CNC closed at $27.43 on Jul 21, 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 tradeJul 22, 2025	Jul 22, 2025	$27.89	+1.68%	+$545 gain
Day of disclosureAug 5, 2025	Aug 5, 2025	$25.89	−5.61%	−$1,825 loss
30 days afterAug 20, 2025	Aug 20, 2025	$29.40	+7.18%	+$2,334 gain
90 days afterOct 20, 2025	Oct 20, 2025	$35.61	+29.8%	+$9,692 gain
Latest closeOct 20, 2026	Oct 20, 2026	$70.81	+158.1%	+$51,400 gain

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

Jul 22, 2025Filed 14 days later

Member

Centene Corporation Common StockCNCStocks (including ADRs) [ST]

Purchase

$1,001 - $15,000

Notified Aug 4, 2025New

Disclosed 14 days after the trade. CNC closed at $27.89 on Jul 22, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJul 23, 2025	Jul 23, 2025	$29.42	+5.49%	+$439 gain
Day of disclosureAug 5, 2025	Aug 5, 2025	$25.89	−7.17%	−$574 loss
30 days afterAug 21, 2025	Aug 21, 2025	$28.81	+3.30%	+$264 gain
90 days afterOct 20, 2025	Oct 20, 2025	$35.61	+27.7%	+$2,215 gain
Latest closeOct 20, 2026	Oct 20, 2026	$70.81	+153.9%	+$12,313 gain

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

Jul 29, 2025Filed 7 days later

Member

Centene Corporation Common StockCNCStocks (including ADRs) [ST]

Purchase

$15,001 - $50,000

Notified Aug 4, 2025New

Disclosed 7 days after the trade. CNC closed at $25.53 on Jul 29, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeJul 30, 2025	Jul 30, 2025	$25.79	+1.02%	+$331 gain
Day of disclosureAug 5, 2025	Aug 5, 2025	$25.89	+1.41%	+$458 gain
30 days afterAug 28, 2025	Aug 28, 2025	$28.38	+11.2%	+$3,628 gain
90 days afterOct 27, 2025	Oct 27, 2025	$33.15	+29.8%	+$9,701 gain
Latest closeOct 20, 2026	Oct 20, 2026	$70.81	+177.4%	+$57,644 gain

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

Jul 30, 2025Filed 6 days later

Member

Centene Corporation Common StockCNCStocks (including ADRs) [ST]

Purchase

$15,001 - $50,000

Notified Aug 4, 2025New

Disclosed 6 days after the trade. CNC closed at $25.79 on Jul 30, 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 tradeJul 31, 2025	Jul 31, 2025	$26.07	+1.09%	+$353 gain
Day of disclosureAug 5, 2025	Aug 5, 2025	$25.89	+0.39%	+$126 gain
30 days afterAug 29, 2025	Aug 29, 2025	$29.04	+12.6%	+$4,096 gain
90 days afterOct 28, 2025	Oct 28, 2025	$33.19	+28.7%	+$9,326 gain
Latest closeOct 20, 2026	Oct 20, 2026	$70.81	+174.6%	+$56,735 gain

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

Jul 24, 2025Filed 12 days later

Member

Direxion Daily Small Cap Bull 3X ETF - TZAOther [OT]ETFLocation: US

Purchase

$15,001 - $50,000

Notified Aug 4, 2025New

No ticker reported

Jul 21, 2025Filed 15 days later

Member

Direxion Daily Small Cap Bull 3X ETF - TZAOther [OT]ETFLocation: US

Purchase

$15,001 - $50,000

Notified Aug 4, 2025New

No ticker reported

Jul 18, 2025Filed 18 days later

Member

Direxion Daily Small Cap Bull 3X ETF - TZAOther [OT]EFTLocation: US

Purchase

$15,001 - $50,000

Notified Aug 4, 2025New

No ticker reported

Jul 16, 2025Filed 20 days later

Member

Direxion Daily Small Cap Bull 3X ETF - TZAOther [OT]ETFLocation: US

Sale

$100,001 - $250,000

Notified Aug 4, 2025New

No ticker reported

Jul 3, 2025Filed 33 days later

Member

Direxion Daily Small Cap Bull 3X ETF - TZAOther [OT]ETFLocation: US

Purchase

$15,001 - $50,000

Notified Aug 4, 2025New

No ticker reported

Jul 9, 2025Filed 27 days later

Member

Direxion Daily Small Cap Bull 3X ETF - TZAOther [OT]ETFLocation: US

Purchase

$15,001 - $50,000

Notified Aug 4, 2025New

No ticker reported

Jul 10, 2025Filed 26 days later

Member

Direxion Daily Small Cap Bull 3X ETF - TZAOther [OT]ETFLocation: US

Purchase

$15,001 - $50,000

Notified Aug 4, 2025New

No ticker reported

Jul 11, 2025Filed 25 days later

Member

Direxion Daily Small Cap Bull 3X ETF - TZAOther [OT]EFTLocation: US

Purchase

$15,001 - $50,000

Notified Aug 4, 2025New

No ticker reported

Jul 30, 2025Filed 6 days later

Member

Harley-Davidson, Inc. Common StockHOGStocks (including ADRs) [ST]

Purchase

$15,001 - $50,000

Notified Aug 4, 2025New

Disclosed 6 days after the trade. HOG closed at $26.02 on Jul 30, 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 tradeJul 31, 2025	Jul 31, 2025	$24.33	−6.50%	−$2,111 loss
Day of disclosureAug 5, 2025	Aug 5, 2025	$24.24	−6.84%	−$2,223 loss
30 days afterAug 29, 2025	Aug 29, 2025	$29.12	+11.9%	+$3,872 gain
90 days afterOct 28, 2025	Oct 28, 2025	$27.36	+5.15%	+$1,674 gain
Latest closeOct 20, 2026	Oct 20, 2026	$27.19	+4.50%	+$1,461 gain

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

Jul 29, 2025Filed 7 days later

Member

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

Purchase

$15,001 - $50,000

Notified Aug 4, 2025New

Disclosed 7 days after the trade. INTC closed at $20.41 on Jul 29, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeJul 30, 2025	Jul 30, 2025	$20.34	−0.34%	−$111 loss
Day of disclosureAug 5, 2025	Aug 5, 2025	$20.19	−1.08%	−$350 loss
30 days afterAug 28, 2025	Aug 28, 2025	$24.93	+22.1%	+$7,198 gain
90 days afterOct 27, 2025	Oct 27, 2025	$39.54	+93.7%	+$30,463 gain
Latest closeOct 20, 2026	Oct 20, 2026	$91.69	+349.2%	+$113,507 gain

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

Jul 29, 2025Filed 7 days later

Member

Krispy Kreme, Inc. - Common StockDNUTStocks (including ADRs) [ST]

Purchase

$1,001 - $15,000

Notified Aug 4, 2025New

Disclosed 7 days after the trade. DNUT closed at $3.78 on Jul 29, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJul 30, 2025	Jul 30, 2025	$3.80	+0.53%	+$42 gain
Day of disclosureAug 5, 2025	Aug 5, 2025	$3.64	−3.70%	−$296 loss
30 days afterAug 28, 2025	Aug 28, 2025	$3.57	−5.69%	−$455 loss
90 days afterOct 27, 2025	Oct 27, 2025	$4.16	+10.1%	+$804 gain
Latest closeOct 20, 2026	Oct 20, 2026	$2.97	−21.4%	−$1,714 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.

Jul 30, 2025Filed 6 days later

Member

Krispy Kreme, Inc. - Common StockDNUTStocks (including ADRs) [ST]

Purchase

$15,001 - $50,000

Notified Aug 4, 2025New

Disclosed 6 days after the trade. DNUT closed at $3.80 on Jul 30, 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 tradeJul 31, 2025	Jul 31, 2025	$3.62	−4.74%	−$1,540 loss
Day of disclosureAug 5, 2025	Aug 5, 2025	$3.64	−4.21%	−$1,368 loss
30 days afterAug 29, 2025	Aug 29, 2025	$3.55	−6.58%	−$2,138 loss
90 days afterOct 28, 2025	Oct 28, 2025	$4.04	+6.32%	+$2,053 gain
Latest closeOct 20, 2026	Oct 20, 2026	$2.97	−21.8%	−$7,099 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.

Jul 21, 2025Filed 15 days later

Member

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

Purchase

$1,001 - $15,000

Notified Aug 4, 2025New

Disclosed 15 days after the trade. UNH closed at $282.14 on Jul 21, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJul 22, 2025	Jul 22, 2025	$285.13	+1.06%	+$85 gain
Day of disclosureAug 5, 2025	Aug 5, 2025	$251.00	−11.0%	−$883 loss
30 days afterAug 20, 2025	Aug 20, 2025	$299.84	+6.27%	+$502 gain
90 days afterOct 20, 2025	Oct 20, 2025	$364.48	+29.2%	+$2,335 gain
Latest closeOct 20, 2026	Oct 20, 2026	$419.26	+48.6%	+$3,888 gain

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

Jul 16, 2025Filed 20 days later

Member

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

Purchase

$15,001 - $50,000

Notified Aug 4, 2025New

Disclosed 20 days after the trade. UNH closed at $292.49 on Jul 16, 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 tradeJul 17, 2025	Jul 17, 2025	$288.07	−1.51%	−$491 loss
Day of disclosureAug 5, 2025	Aug 5, 2025	$251.00	−14.2%	−$4,610 loss
30 days afterAug 15, 2025	Aug 15, 2025	$304.01	+3.94%	+$1,280 gain
90 days afterOct 14, 2025	Oct 14, 2025	$359.93	+23.1%	+$7,494 gain
Latest closeOct 20, 2026	Oct 20, 2026	$419.26	+43.3%	+$14,086 gain

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

Jul 29, 2025Filed 7 days later

Member

Verizon Communications Inc. Common StockVZStocks (including ADRs) [ST]

Purchase

$15,001 - $50,000

Notified Aug 4, 2025New

Disclosed 7 days after the trade. VZ closed at $42.71 on Jul 29, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeJul 30, 2025	Jul 30, 2025	$42.60	−0.26%	−$84 loss
Day of disclosureAug 5, 2025	Aug 5, 2025	$42.67	−0.09%	−$30 loss
30 days afterAug 28, 2025	Aug 28, 2025	$43.93	+2.86%	+$928 gain
90 days afterOct 27, 2025	Oct 27, 2025	$39.23	−8.15%	−$2,648 loss
Latest closeOct 20, 2026	Oct 20, 2026	$44.54	+4.28%	+$1,393 gain

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

American Airlines Group, Inc. - Common StockAAL

Stocks (including ADRs) [ST]

Transaction date: Jun 16, 2025Filed 23 days later
Type: Partial sale
Amount (as reported): $50,001 - $100,000
Owner: Member
Notified / status: Notified Jul 1, 2025New

Disclosed 23 days after the trade. AAL closed at $10.90 on Jun 16, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $75,001 sold
Day after the tradeJun 17, 2025	Jun 17, 2025	$10.56	−3.12%	$2,339 loss avoided
Day of disclosureJul 9, 2025	Jul 9, 2025	$11.48	+5.32%	$3,991 gain missed
30 days afterJul 16, 2025	Jul 16, 2025	$12.27	+12.6%	$9,427 gain missed
90 days afterSep 15, 2025	Sep 15, 2025	$12.53	+15.0%	$11,216 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$12.11	+11.1%	$8,326 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.

Apple Inc. - Common StockAAPL

Stocks (including ADRs) [ST]

Transaction date: Jun 2, 2025Filed 37 days later
Type: Sale
Amount (as reported): $100,001 - $250,000
Owner: Member
Notified / status: Notified Jul 1, 2025New

Disclosed 37 days after the trade. AAPL closed at $201.70 on Jun 2, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $175,001 sold
Day after the tradeJun 3, 2025	Jun 3, 2025	$203.27	+0.78%	$1,362 gain missed
Day of disclosureJul 9, 2025	Jul 9, 2025	$211.14	+4.68%	$8,190 gain missed
30 days afterJul 2, 2025	Jul 2, 2025	$212.44	+5.32%	$9,318 gain missed
90 days afterSep 2, 2025	Sep 2, 2025	$229.72	+13.9%	$24,311 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$339.50	+68.3%	$119,559 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.

Apple Inc. - Common StockAAPL

Stocks (including ADRs) [ST]

Transaction date: Jun 2, 2025Filed 37 days later
Type: Purchase
Amount (as reported): $50,001 - $100,000
Owner: Member
Notified / status: Notified Jul 1, 2025New

Disclosed 37 days after the trade. AAPL closed at $201.70 on Jun 2, 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 tradeJun 3, 2025	Jun 3, 2025	$203.27	+0.78%	+$584 gain
Day of disclosureJul 9, 2025	Jul 9, 2025	$211.14	+4.68%	+$3,510 gain
30 days afterJul 2, 2025	Jul 2, 2025	$212.44	+5.32%	+$3,994 gain
90 days afterSep 2, 2025	Sep 2, 2025	$229.72	+13.9%	+$10,419 gain
Latest closeOct 20, 2026	Oct 20, 2026	$339.50	+68.3%	+$51,240 gain

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

Transaction date

Owner

Asset

Type

Amount (as reported)

Notified / status

Prices

Jun 17, 2025Filed 22 days later

Member

American Airlines Group, Inc. - Common StockAALStocks (including ADRs) [ST]

Sale

$50,001 - $100,000

Notified Jul 1, 2025New

Disclosed 22 days after the trade. AAL closed at $10.56 on Jun 17, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $75,001 sold
Day after the tradeJun 18, 2025	Jun 18, 2025	$10.58	+0.19%	$142 gain missed
Day of disclosureJul 9, 2025	Jul 9, 2025	$11.48	+8.71%	$6,534 gain missed
30 days afterJul 17, 2025	Jul 17, 2025	$12.45	+17.9%	$13,423 gain missed
90 days afterSep 15, 2025	Sep 15, 2025	$12.53	+18.7%	$13,992 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$12.11	+14.7%	$11,009 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.

Jun 16, 2025Filed 23 days later

Member

American Airlines Group, Inc. - Common StockAALStocks (including ADRs) [ST]

Purchase

$100,001 - $250,000

Notified Jul 1, 2025New

Disclosed 23 days after the trade. AAL closed at $10.90 on Jun 16, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $175,001 bought
Day after the tradeJun 17, 2025	Jun 17, 2025	$10.56	−3.12%	−$5,459 loss
Day of disclosureJul 9, 2025	Jul 9, 2025	$11.48	+5.32%	+$9,312 gain
30 days afterJul 16, 2025	Jul 16, 2025	$12.27	+12.6%	+$21,996 gain
90 days afterSep 15, 2025	Sep 15, 2025	$12.53	+15.0%	+$26,170 gain
Latest closeOct 20, 2026	Oct 20, 2026	$12.11	+11.1%	+$19,427 gain

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

Jun 16, 2025Filed 23 days later

Member

American Airlines Group, Inc. - Common StockAALStocks (including ADRs) [ST]

Partial sale

$50,001 - $100,000

Notified Jul 1, 2025New

Disclosed 23 days after the trade. AAL closed at $10.90 on Jun 16, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $75,001 sold
Day after the tradeJun 17, 2025	Jun 17, 2025	$10.56	−3.12%	$2,339 loss avoided
Day of disclosureJul 9, 2025	Jul 9, 2025	$11.48	+5.32%	$3,991 gain missed
30 days afterJul 16, 2025	Jul 16, 2025	$12.27	+12.6%	$9,427 gain missed
90 days afterSep 15, 2025	Sep 15, 2025	$12.53	+15.0%	$11,216 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$12.11	+11.1%	$8,326 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.

Jun 2, 2025Filed 37 days later

Member

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

Sale

$100,001 - $250,000

Notified Jul 1, 2025New

Disclosed 37 days after the trade. AAPL closed at $201.70 on Jun 2, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $175,001 sold
Day after the tradeJun 3, 2025	Jun 3, 2025	$203.27	+0.78%	$1,362 gain missed
Day of disclosureJul 9, 2025	Jul 9, 2025	$211.14	+4.68%	$8,190 gain missed
30 days afterJul 2, 2025	Jul 2, 2025	$212.44	+5.32%	$9,318 gain missed
90 days afterSep 2, 2025	Sep 2, 2025	$229.72	+13.9%	$24,311 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$339.50	+68.3%	$119,559 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.

Jun 2, 2025Filed 37 days later

Member

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

Purchase

$50,001 - $100,000

Notified Jul 1, 2025New

Disclosed 37 days after the trade. AAPL closed at $201.70 on Jun 2, 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 tradeJun 3, 2025	Jun 3, 2025	$203.27	+0.78%	+$584 gain
Day of disclosureJul 9, 2025	Jul 9, 2025	$211.14	+4.68%	+$3,510 gain
30 days afterJul 2, 2025	Jul 2, 2025	$212.44	+5.32%	+$3,994 gain
90 days afterSep 2, 2025	Sep 2, 2025	$229.72	+13.9%	+$10,419 gain
Latest closeOct 20, 2026	Oct 20, 2026	$339.50	+68.3%	+$51,240 gain

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

Jun 27, 2025Filed 12 days later

Member

Direxion Daily Small Cap Bear 3X ETFOther [OT]ETFLocation: US

Purchase

$1,001 - $15,000

Notified Jul 1, 2025New

No ticker reported

Jun 30, 2025Filed 9 days later

Member

Direxion Daily Small Cap Bear 3X ETFOther [OT]ETFLocation: US

Purchase

$1,001 - $15,000

Notified Jul 1, 2025New

No ticker reported

Jun 9, 2025Filed 30 days later

Member

Direxion Daily Small Cap Bull 3X ETFOther [OT]ETFLocation: US

Sale

$500,001 - $1,000,000

Notified Jul 1, 2025New

No ticker reported

Jun 16, 2025Filed 23 days later

Member

Yieldmax SMCI Optn Inc Strg ETFOther [OT]ETFLocation: US

Purchase

$15,001 - $50,000

Notified Jul 1, 2025New

No ticker reported

Jun 17, 2025Filed 22 days later

Member

Yieldmax SMCI Optn Inc Strg ETFOther [OT]ETFLocation: US

Sale

$15,001 - $50,000

Notified Jul 1, 2025New

No ticker reported

Harley-Davidson, Inc. Common StockHOG

Stocks (including ADRs) [ST]

Transaction date: May 14, 2025Filed 30 days later
Type: Sale
Amount (as reported): $50,001 - $100,000
Owner: Member
Notified / status: Notified Jun 2, 2025New

Disclosed 30 days after the trade. HOG closed at $24.92 on May 14, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $75,001 sold
Day after the tradeMay 15, 2025	May 15, 2025	$24.40	−2.09%	$1,565 loss avoided
Day of disclosureJun 13, 2025	Jun 13, 2025	$24.20	−2.89%	$2,167 loss avoided
30 days afterJun 13, 2025	Jun 13, 2025	$24.20	−2.89%	$2,167 loss avoided
90 days afterAug 12, 2025	Aug 12, 2025	$25.59	+2.69%	$2,016 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$27.19	+9.11%	$6,832 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.

Harley-Davidson, Inc. Common StockHOG

Stocks (including ADRs) [ST]

Transaction date: May 1, 2025Filed 43 days later
Type: Purchase
Amount (as reported): $15,001 - $50,000
Owner: Member
Notified / status: Notified Jun 2, 2025New

Disclosed 43 days after the trade. HOG closed at $23.04 on May 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 bought
Day after the tradeMay 2, 2025	May 2, 2025	$23.51	+2.04%	+$663 gain
Day of disclosureJun 13, 2025	Jun 13, 2025	$24.20	+5.03%	+$1,636 gain
30 days afterJun 2, 2025	Jun 2, 2025	$23.67	+2.73%	+$889 gain
90 days afterJul 30, 2025	Jul 30, 2025	$26.02	+12.9%	+$4,204 gain
Latest closeOct 20, 2026	Oct 20, 2026	$27.19	+18.0%	+$5,854 gain

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

Super Micro Computer, Inc. - Common StockSMCI

Stocks (including ADRs) [ST]

Transaction date: May 2, 2025Filed 42 days later
Type: Sale
Amount (as reported): $15,001 - $50,000
Owner: Member
Notified / status: Notified Jun 2, 2025New

Disclosed 42 days after the trade. SMCI closed at $33.71 on May 2, 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 tradeMay 5, 2025	May 5, 2025	$32.17	−4.57%	$1,485 loss avoided
Day of disclosureJun 13, 2025	Jun 13, 2025	$41.56	+23.3%	$7,568 gain missed
30 days afterJun 2, 2025	Jun 2, 2025	$41.20	+22.2%	$7,221 gain missed
90 days afterJul 31, 2025	Jul 31, 2025	$58.97	+74.9%	$24,354 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$32.47	−3.68%	$1,196 loss avoided

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

Transaction date

Owner

Asset

Type

Amount (as reported)

Notified / status

Prices

May 2, 2025Filed 42 days later

Member

American Airlines Group, Inc. - Common StockAALStocks (including ADRs) [ST]

Sale

$250,001 - $500,000

Notified Jun 2, 2025New

Disclosed 42 days after the trade. AAL closed at $10.52 on May 2, 2025; changes are measured from that close.

Amount within the reported $250,001–$500,000$375,001

Point	Session	Close	Change	On $375,001 sold
Day after the tradeMay 5, 2025	May 5, 2025	$10.66	+1.33%	$4,991 gain missed
Day of disclosureJun 13, 2025	Jun 13, 2025	$10.37	−1.43%	$5,347 loss avoided
30 days afterJun 2, 2025	Jun 2, 2025	$11.38	+8.17%	$30,656 gain missed
90 days afterJul 31, 2025	Jul 31, 2025	$11.49	+9.22%	$34,577 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$12.11	+15.1%	$56,678 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 22, 2025Filed 22 days later

Member

Direxion Daily Small Cap Bull 3X ETFOther [OT]ETFLocation: US

Purchase

$15,001 - $50,000

Notified Jun 2, 2025New

No ticker reported

May 27, 2025Filed 17 days later

Member

Direxion Daily Small Cap Bull 3X ETFTNAOther [OT]ETFLocation: US

Purchase

$15,001 - $50,000

Notified Jun 2, 2025New

Only stocks and funds are priced

May 2, 2025Filed 42 days later

Member

Global X Nasdaq 100 Covered Call ETFOther [OT]ETFLocation: US

Sale

$15,001 - $50,000

Notified Jun 2, 2025New

No ticker reported

May 14, 2025Filed 30 days later

Member

Harley-Davidson, Inc. Common StockHOGStocks (including ADRs) [ST]

Sale

$50,001 - $100,000

Notified Jun 2, 2025New

Disclosed 30 days after the trade. HOG closed at $24.92 on May 14, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $75,001 sold
Day after the tradeMay 15, 2025	May 15, 2025	$24.40	−2.09%	$1,565 loss avoided
Day of disclosureJun 13, 2025	Jun 13, 2025	$24.20	−2.89%	$2,167 loss avoided
30 days afterJun 13, 2025	Jun 13, 2025	$24.20	−2.89%	$2,167 loss avoided
90 days afterAug 12, 2025	Aug 12, 2025	$25.59	+2.69%	$2,016 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$27.19	+9.11%	$6,832 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 1, 2025Filed 43 days later

Member

Harley-Davidson, Inc. Common StockHOGStocks (including ADRs) [ST]

Purchase

$15,001 - $50,000

Notified Jun 2, 2025New

Disclosed 43 days after the trade. HOG closed at $23.04 on May 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 bought
Day after the tradeMay 2, 2025	May 2, 2025	$23.51	+2.04%	+$663 gain
Day of disclosureJun 13, 2025	Jun 13, 2025	$24.20	+5.03%	+$1,636 gain
30 days afterJun 2, 2025	Jun 2, 2025	$23.67	+2.73%	+$889 gain
90 days afterJul 30, 2025	Jul 30, 2025	$26.02	+12.9%	+$4,204 gain
Latest closeOct 20, 2026	Oct 20, 2026	$27.19	+18.0%	+$5,854 gain

Estimates: filers report neither the price nor the 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 2, 2025Filed 42 days later

Member

Super Micro Computer, Inc. - Common StockSMCIStocks (including ADRs) [ST]

Sale

$15,001 - $50,000

Notified Jun 2, 2025New

Disclosed 42 days after the trade. SMCI closed at $33.71 on May 2, 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 tradeMay 5, 2025	May 5, 2025	$32.17	−4.57%	$1,485 loss avoided
Day of disclosureJun 13, 2025	Jun 13, 2025	$41.56	+23.3%	$7,568 gain missed
30 days afterJun 2, 2025	Jun 2, 2025	$41.20	+22.2%	$7,221 gain missed
90 days afterJul 31, 2025	Jul 31, 2025	$58.97	+74.9%	$24,354 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$32.47	−3.68%	$1,196 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.

May 9, 2025Filed 35 days later

Member

Yieldmax MSCI Optn Inc Strg ETFSMCYOther [OT]ETFLocation: US

Purchase

$15,001 - $50,000

Notified Jun 2, 2025New

Only stocks and funds are priced

May 15, 2025Filed 29 days later

Member

Yieldmax MSCI Optn Inc Strg ETFSMCYOther [OT]ETFLocation: US

Sale

$100,001 - $250,000

Notified Jun 2, 2025New

Only stocks and funds are priced

Disclosed 72 days after the trade. AAL closed at $10.59 on Apr 2, 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 tradeApr 3, 2025	Apr 3, 2025	$9.51	−10.2%	−$3,330 loss
Day of disclosureJun 13, 2025	Jun 13, 2025	$10.37	−2.08%	−$675 loss
30 days afterMay 2, 2025	May 2, 2025	$10.52	−0.66%	−$215 loss
90 days afterJul 1, 2025	Jul 1, 2025	$11.52	+8.78%	+$2,854 gain
Latest closeOct 20, 2026	Oct 20, 2026	$12.11	+14.4%	+$4,665 gain

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

American Airlines Group, Inc. - Common StockAAL

Stocks (including ADRs) [ST]

Transaction date: Apr 4, 2025Filed 70 days later · past 45 days
Type: Purchase
Amount (as reported): $15,001 - $50,000
Owner: Member
Notified / status: Notified May 5, 2025New

Disclosed 70 days after the trade. AAL closed at $9.46 on Apr 4, 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 tradeApr 7, 2025	Apr 7, 2025	$9.71	+2.64%	+$859 gain
Day of disclosureJun 13, 2025	Jun 13, 2025	$10.37	+9.62%	+$3,126 gain
30 days afterMay 5, 2025	May 5, 2025	$10.66	+12.7%	+$4,123 gain
90 days afterJul 3, 2025	Jul 3, 2025	$11.69	+23.6%	+$7,661 gain
Latest closeOct 20, 2026	Oct 20, 2026	$12.11	+28.0%	+$9,104 gain

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

American Airlines Group, Inc. - Common StockAAL

Stocks (including ADRs) [ST]

Transaction date: Apr 7, 2025Filed 67 days later · past 45 days
Type: Purchase
Amount (as reported): $15,001 - $50,000
Owner: Member
Notified / status: Notified May 5, 2025New

Disclosed 67 days after the trade. AAL closed at $9.71 on Apr 7, 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 tradeApr 8, 2025	Apr 8, 2025	$9.07	−6.59%	−$2,142 loss
Day of disclosureJun 13, 2025	Jun 13, 2025	$10.37	+6.80%	+$2,209 gain
30 days afterMay 7, 2025	May 7, 2025	$10.56	+8.75%	+$2,845 gain
90 days afterJul 7, 2025	Jul 7, 2025	$11.59	+19.4%	+$6,293 gain
Latest closeOct 20, 2026	Oct 20, 2026	$12.11	+24.7%	+$8,033 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.

American Airlines Group, Inc. - Common StockAAL

Stocks (including ADRs) [ST]

Transaction date: Apr 18, 2025Filed 56 days later · past 45 days
Type: Purchase
Amount (as reported): $15,001 - $50,000
Owner: Member
Notified / status: Notified May 5, 2025New

Disclosed 56 days after the trade. AAL closed at $9.07 on Apr 21, 2025 (the first session on or after the trade date); 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 tradeApr 21, 2025	Apr 21, 2025	$9.07	0.00%	$0
Day of disclosureJun 13, 2025	Jun 13, 2025	$10.37	+14.3%	+$4,658 gain
30 days afterMay 19, 2025	May 19, 2025	$11.86	+30.8%	+$9,998 gain
90 days afterJul 17, 2025	Jul 17, 2025	$12.45	+37.3%	+$12,112 gain
Latest closeOct 20, 2026	Oct 20, 2026	$12.11	+33.5%	+$10,893 gain

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

American Airlines Group, Inc. - Common StockAAL

Stocks (including ADRs) [ST]

Transaction date: Apr 22, 2025Filed 52 days later · past 45 days
Type: Purchase
Amount (as reported): $15,001 - $50,000
Owner: Member
Notified / status: Notified May 5, 2025New

Disclosed 52 days after the trade. AAL closed at $9.31 on Apr 22, 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 tradeApr 23, 2025	Apr 23, 2025	$9.32	+0.11%	+$35 gain
Day of disclosureJun 13, 2025	Jun 13, 2025	$10.37	+11.4%	+$3,700 gain
30 days afterMay 22, 2025	May 22, 2025	$11.40	+22.4%	+$7,296 gain
90 days afterJul 21, 2025	Jul 21, 2025	$12.32	+32.3%	+$10,508 gain
Latest closeOct 20, 2026	Oct 20, 2026	$12.11	+30.1%	+$9,775 gain

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

Ford Motor Company Common StockF

Stocks (including ADRs) [ST]

Transaction date: Apr 7, 2025Filed 67 days later · past 45 days
Type: Purchase
Amount (as reported): $15,001 - $50,000
Owner: Member
Notified / status: Notified May 5, 2025New

Disclosed 67 days after the trade. F closed at $9.24 on Apr 7, 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 tradeApr 8, 2025	Apr 8, 2025	$8.69	−5.95%	−$1,935 loss
Day of disclosureJun 13, 2025	Jun 13, 2025	$10.43	+12.9%	+$4,186 gain
30 days afterMay 7, 2025	May 7, 2025	$10.28	+11.3%	+$3,658 gain
90 days afterJul 7, 2025	Jul 7, 2025	$11.59	+25.4%	+$8,266 gain
Latest closeOct 20, 2026	Oct 20, 2026	$12.15	+31.5%	+$10,236 gain

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

Ford Motor Company Common StockF

Stocks (including ADRs) [ST]

Transaction date: Apr 8, 2025Filed 66 days later · past 45 days
Type: Purchase
Amount (as reported): $15,001 - $50,000
Owner: Member
Notified / status: Notified May 5, 2025New

Disclosed 66 days after the trade. F closed at $8.69 on Apr 8, 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 tradeApr 9, 2025	Apr 9, 2025	$9.50	+9.32%	+$3,029 gain
Day of disclosureJun 13, 2025	Jun 13, 2025	$10.43	+20.0%	+$6,508 gain
30 days afterMay 8, 2025	May 8, 2025	$10.28	+18.3%	+$5,947 gain
90 days afterJul 7, 2025	Jul 7, 2025	$11.59	+33.4%	+$10,846 gain
Latest closeOct 20, 2026	Oct 20, 2026	$12.15	+39.8%	+$12,941 gain

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

Ford Motor Company Common StockF

Stocks (including ADRs) [ST]

Transaction date: Apr 9, 2025Filed 65 days later · past 45 days
Type: Purchase
Amount (as reported): $15,001 - $50,000
Owner: Member
Notified / status: Notified May 5, 2025New

Disclosed 65 days after the trade. F closed at $9.50 on Apr 9, 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 tradeApr 10, 2025	Apr 10, 2025	$9.14	−3.79%	−$1,232 loss
Day of disclosureJun 13, 2025	Jun 13, 2025	$10.43	+9.79%	+$3,182 gain
30 days afterMay 9, 2025	May 9, 2025	$10.43	+9.79%	+$3,182 gain
90 days afterJul 8, 2025	Jul 8, 2025	$11.68	+22.9%	+$7,458 gain
Latest closeOct 20, 2026	Oct 20, 2026	$12.15	+27.9%	+$9,066 gain

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

Ford Motor Company Common StockF

Stocks (including ADRs) [ST]

Transaction date: Apr 10, 2025Filed 64 days later · past 45 days
Type: Purchase
Amount (as reported): $50,001 - $100,000
Owner: Member
Notified / status: Notified May 5, 2025New

Disclosed 64 days after the trade. F closed at $9.14 on Apr 10, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $75,001 bought
Day after the tradeApr 11, 2025	Apr 11, 2025	$9.33	+2.08%	+$1,559 gain
Day of disclosureJun 13, 2025	Jun 13, 2025	$10.43	+14.1%	+$10,585 gain
30 days afterMay 12, 2025	May 12, 2025	$10.55	+15.4%	+$11,570 gain
90 days afterJul 9, 2025	Jul 9, 2025	$11.83	+29.4%	+$22,074 gain
Latest closeOct 20, 2026	Oct 20, 2026	$12.15	+32.9%	+$24,699 gain

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

Ford Motor Company Common StockF

Stocks (including ADRs) [ST]

Transaction date: Apr 15, 2025Filed 59 days later · past 45 days
Type: Sale
Amount (as reported): $100,001 - $250,000
Owner: Member
Notified / status: Notified May 5, 2025New

Disclosed 59 days after the trade. F closed at $9.45 on Apr 15, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $175,001 sold
Day after the tradeApr 16, 2025	Apr 16, 2025	$9.40	−0.53%	$926 loss avoided
Day of disclosureJun 13, 2025	Jun 13, 2025	$10.43	+10.4%	$18,148 gain missed
30 days afterMay 15, 2025	May 15, 2025	$10.75	+13.8%	$24,074 gain missed
90 days afterJul 14, 2025	Jul 14, 2025	$11.88	+25.7%	$45,000 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$12.15	+28.6%	$50,000 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.

Harley-Davidson, Inc. Common StockHOG

Stocks (including ADRs) [ST]

Transaction date: Apr 4, 2025Filed 70 days later · past 45 days
Type: Purchase
Amount (as reported): $15,001 - $50,000
Owner: Member
Notified / status: Notified May 5, 2025New

Disclosed 70 days after the trade. HOG closed at $22.98 on Apr 4, 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 tradeApr 7, 2025	Apr 7, 2025	$22.78	−0.87%	−$283 loss
Day of disclosureJun 13, 2025	Jun 13, 2025	$24.20	+5.31%	+$1,725 gain
30 days afterMay 5, 2025	May 5, 2025	$23.78	+3.48%	+$1,131 gain
90 days afterJul 3, 2025	Jul 3, 2025	$25.53	+11.1%	+$3,607 gain
Latest closeOct 20, 2026	Oct 20, 2026	$27.19	+18.3%	+$5,954 gain

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

Super Micro Computer, Inc. - Common StockSMCI

Stocks (including ADRs) [ST]

Transaction date: Apr 30, 2025Filed 44 days later
Type: Purchase
Amount (as reported): $15,001 - $50,000
Owner: Member
Notified / status: Notified May 5, 2025New

Disclosed 44 days after the trade. SMCI closed at $31.86 on Apr 30, 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 1, 2025	May 1, 2025	$32.73	+2.73%	+$888 gain
Day of disclosureJun 13, 2025	Jun 13, 2025	$41.56	+30.4%	+$9,895 gain
30 days afterMay 30, 2025	May 30, 2025	$40.02	+25.6%	+$8,324 gain
90 days afterJul 29, 2025	Jul 29, 2025	$58.63	+84.0%	+$27,309 gain
Latest closeOct 20, 2026	Oct 20, 2026	$32.47	+1.91%	+$622 gain

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

Transaction date

Owner

Asset

Type

Amount (as reported)

Notified / status

Prices

Apr 1, 2025Filed 73 days later · past 45 days

Member

American Airlines Group, Inc. - Common StockAALStocks (including ADRs) [ST]

Purchase

$15,001 - $50,000

Notified May 5, 2025New

Disclosed 73 days after the trade. AAL closed at $10.30 on Apr 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 bought
Day after the tradeApr 2, 2025	Apr 2, 2025	$10.59	+2.82%	+$915 gain
Day of disclosureJun 13, 2025	Jun 13, 2025	$10.37	+0.68%	+$221 gain
30 days afterMay 1, 2025	May 1, 2025	$10.03	−2.62%	−$852 loss
90 days afterJun 30, 2025	Jun 30, 2025	$11.22	+8.93%	+$2,903 gain
Latest closeOct 20, 2026	Oct 20, 2026	$12.11	+17.6%	+$5,711 gain

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

Apr 2, 2025Filed 72 days later · past 45 days

Member

American Airlines Group, Inc. - Common StockAALStocks (including ADRs) [ST]

Purchase

$15,001 - $50,000

Notified May 5, 2025New

Disclosed 72 days after the trade. AAL closed at $10.59 on Apr 2, 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 tradeApr 3, 2025	Apr 3, 2025	$9.51	−10.2%	−$3,330 loss
Day of disclosureJun 13, 2025	Jun 13, 2025	$10.37	−2.08%	−$675 loss
30 days afterMay 2, 2025	May 2, 2025	$10.52	−0.66%	−$215 loss
90 days afterJul 1, 2025	Jul 1, 2025	$11.52	+8.78%	+$2,854 gain
Latest closeOct 20, 2026	Oct 20, 2026	$12.11	+14.4%	+$4,665 gain

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

Apr 4, 2025Filed 70 days later · past 45 days

Member

American Airlines Group, Inc. - Common StockAALStocks (including ADRs) [ST]

Purchase

$15,001 - $50,000

Notified May 5, 2025New

Disclosed 70 days after the trade. AAL closed at $9.46 on Apr 4, 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 tradeApr 7, 2025	Apr 7, 2025	$9.71	+2.64%	+$859 gain
Day of disclosureJun 13, 2025	Jun 13, 2025	$10.37	+9.62%	+$3,126 gain
30 days afterMay 5, 2025	May 5, 2025	$10.66	+12.7%	+$4,123 gain
90 days afterJul 3, 2025	Jul 3, 2025	$11.69	+23.6%	+$7,661 gain
Latest closeOct 20, 2026	Oct 20, 2026	$12.11	+28.0%	+$9,104 gain

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

Apr 7, 2025Filed 67 days later · past 45 days

Member

American Airlines Group, Inc. - Common StockAALStocks (including ADRs) [ST]

Purchase

$15,001 - $50,000

Notified May 5, 2025New

Disclosed 67 days after the trade. AAL closed at $9.71 on Apr 7, 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 tradeApr 8, 2025	Apr 8, 2025	$9.07	−6.59%	−$2,142 loss
Day of disclosureJun 13, 2025	Jun 13, 2025	$10.37	+6.80%	+$2,209 gain
30 days afterMay 7, 2025	May 7, 2025	$10.56	+8.75%	+$2,845 gain
90 days afterJul 7, 2025	Jul 7, 2025	$11.59	+19.4%	+$6,293 gain
Latest closeOct 20, 2026	Oct 20, 2026	$12.11	+24.7%	+$8,033 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.

Apr 18, 2025Filed 56 days later · past 45 days

Member

American Airlines Group, Inc. - Common StockAALStocks (including ADRs) [ST]

Purchase

$15,001 - $50,000

Notified May 5, 2025New

Disclosed 56 days after the trade. AAL closed at $9.07 on Apr 21, 2025 (the first session on or after the trade date); 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 tradeApr 21, 2025	Apr 21, 2025	$9.07	0.00%	$0
Day of disclosureJun 13, 2025	Jun 13, 2025	$10.37	+14.3%	+$4,658 gain
30 days afterMay 19, 2025	May 19, 2025	$11.86	+30.8%	+$9,998 gain
90 days afterJul 17, 2025	Jul 17, 2025	$12.45	+37.3%	+$12,112 gain
Latest closeOct 20, 2026	Oct 20, 2026	$12.11	+33.5%	+$10,893 gain

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

Apr 22, 2025Filed 52 days later · past 45 days

Member

American Airlines Group, Inc. - Common StockAALStocks (including ADRs) [ST]

Purchase

$15,001 - $50,000

Notified May 5, 2025New

Disclosed 52 days after the trade. AAL closed at $9.31 on Apr 22, 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 tradeApr 23, 2025	Apr 23, 2025	$9.32	+0.11%	+$35 gain
Day of disclosureJun 13, 2025	Jun 13, 2025	$10.37	+11.4%	+$3,700 gain
30 days afterMay 22, 2025	May 22, 2025	$11.40	+22.4%	+$7,296 gain
90 days afterJul 21, 2025	Jul 21, 2025	$12.32	+32.3%	+$10,508 gain
Latest closeOct 20, 2026	Oct 20, 2026	$12.11	+30.1%	+$9,775 gain

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

Apr 8, 2025Filed 66 days later · past 45 days

Member

Direxion Daily Small Cap Bull 3X ETFTNAOther [OT]ETFLocation: US

Purchase

$15,001 - $50,000

Notified Jun 2, 2025New

Only stocks and funds are priced

Apr 4, 2025Filed 70 days later · past 45 days

Member

Direxion Daily Small Cap Bull 3X ETFTNAOther [OT]ETFLocation: US

Purchase

$50,001 - $100,000

Notified May 5, 2025New

Only stocks and funds are priced

Apr 3, 2025Filed 71 days later · past 45 days

Member

Direxion Daily Small Cap Bull 3X ETFTNAOther [OT]ETFLocation: US

Purchase

$50,001 - $100,000

Notified May 5, 2025New

Only stocks and funds are priced

Apr 1, 2025Filed 73 days later · past 45 days

Member

Direxion Daily Small Cap Bull 3X ETFTNAOther [OT]ETFLocation: US

Purchase

$15,001 - $50,000

Notified May 5, 2025New

Only stocks and funds are priced

Apr 7, 2025Filed 67 days later · past 45 days

Member

Ford Motor Company Common StockFStocks (including ADRs) [ST]

Purchase

$15,001 - $50,000

Notified May 5, 2025New

Disclosed 67 days after the trade. F closed at $9.24 on Apr 7, 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 tradeApr 8, 2025	Apr 8, 2025	$8.69	−5.95%	−$1,935 loss
Day of disclosureJun 13, 2025	Jun 13, 2025	$10.43	+12.9%	+$4,186 gain
30 days afterMay 7, 2025	May 7, 2025	$10.28	+11.3%	+$3,658 gain
90 days afterJul 7, 2025	Jul 7, 2025	$11.59	+25.4%	+$8,266 gain
Latest closeOct 20, 2026	Oct 20, 2026	$12.15	+31.5%	+$10,236 gain

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

Apr 8, 2025Filed 66 days later · past 45 days

Member

Ford Motor Company Common StockFStocks (including ADRs) [ST]

Purchase

$15,001 - $50,000

Notified May 5, 2025New

Disclosed 66 days after the trade. F closed at $8.69 on Apr 8, 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 tradeApr 9, 2025	Apr 9, 2025	$9.50	+9.32%	+$3,029 gain
Day of disclosureJun 13, 2025	Jun 13, 2025	$10.43	+20.0%	+$6,508 gain
30 days afterMay 8, 2025	May 8, 2025	$10.28	+18.3%	+$5,947 gain
90 days afterJul 7, 2025	Jul 7, 2025	$11.59	+33.4%	+$10,846 gain
Latest closeOct 20, 2026	Oct 20, 2026	$12.15	+39.8%	+$12,941 gain

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

Apr 9, 2025Filed 65 days later · past 45 days

Member

Ford Motor Company Common StockFStocks (including ADRs) [ST]

Purchase

$15,001 - $50,000

Notified May 5, 2025New

Disclosed 65 days after the trade. F closed at $9.50 on Apr 9, 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 tradeApr 10, 2025	Apr 10, 2025	$9.14	−3.79%	−$1,232 loss
Day of disclosureJun 13, 2025	Jun 13, 2025	$10.43	+9.79%	+$3,182 gain
30 days afterMay 9, 2025	May 9, 2025	$10.43	+9.79%	+$3,182 gain
90 days afterJul 8, 2025	Jul 8, 2025	$11.68	+22.9%	+$7,458 gain
Latest closeOct 20, 2026	Oct 20, 2026	$12.15	+27.9%	+$9,066 gain

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

Apr 10, 2025Filed 64 days later · past 45 days

Member

Ford Motor Company Common StockFStocks (including ADRs) [ST]

Purchase

$50,001 - $100,000

Notified May 5, 2025New

Disclosed 64 days after the trade. F closed at $9.14 on Apr 10, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $75,001 bought
Day after the tradeApr 11, 2025	Apr 11, 2025	$9.33	+2.08%	+$1,559 gain
Day of disclosureJun 13, 2025	Jun 13, 2025	$10.43	+14.1%	+$10,585 gain
30 days afterMay 12, 2025	May 12, 2025	$10.55	+15.4%	+$11,570 gain
90 days afterJul 9, 2025	Jul 9, 2025	$11.83	+29.4%	+$22,074 gain
Latest closeOct 20, 2026	Oct 20, 2026	$12.15	+32.9%	+$24,699 gain

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

Apr 15, 2025Filed 59 days later · past 45 days

Member

Ford Motor Company Common StockFStocks (including ADRs) [ST]

Sale

$100,001 - $250,000

Notified May 5, 2025New

Disclosed 59 days after the trade. F closed at $9.45 on Apr 15, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $175,001 sold
Day after the tradeApr 16, 2025	Apr 16, 2025	$9.40	−0.53%	$926 loss avoided
Day of disclosureJun 13, 2025	Jun 13, 2025	$10.43	+10.4%	$18,148 gain missed
30 days afterMay 15, 2025	May 15, 2025	$10.75	+13.8%	$24,074 gain missed
90 days afterJul 14, 2025	Jul 14, 2025	$11.88	+25.7%	$45,000 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$12.15	+28.6%	$50,000 gain missed

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

Apr 7, 2025Filed 67 days later · past 45 days

Member

Global X NASDAQ 100 Covered ETFQYLDOther [OT]ETFLocation: US

Purchase

$15,001 - $50,000

Notified May 5, 2025New

Only stocks and funds are priced

Apr 4, 2025Filed 70 days later · past 45 days

Member

Harley-Davidson, Inc. Common StockHOGStocks (including ADRs) [ST]

Purchase

$15,001 - $50,000

Notified May 5, 2025New

Disclosed 70 days after the trade. HOG closed at $22.98 on Apr 4, 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 tradeApr 7, 2025	Apr 7, 2025	$22.78	−0.87%	−$283 loss
Day of disclosureJun 13, 2025	Jun 13, 2025	$24.20	+5.31%	+$1,725 gain
30 days afterMay 5, 2025	May 5, 2025	$23.78	+3.48%	+$1,131 gain
90 days afterJul 3, 2025	Jul 3, 2025	$25.53	+11.1%	+$3,607 gain
Latest closeOct 20, 2026	Oct 20, 2026	$27.19	+18.3%	+$5,954 gain

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

Apr 22, 2025Filed 52 days later · past 45 days

Member

Proshares Ultrapro QQQ ETFTQQQOther [OT]ETFLocation: US

Purchase

$15,001 - $50,000

Notified May 5, 2025New

Only stocks and funds are priced

Apr 17, 2025Filed 57 days later · past 45 days

Member

Proshares Ultrapro QQQ ETFTQQQOther [OT]ETFLocation: US

Purchase

$15,001 - $50,000

Notified May 5, 2025New

Only stocks and funds are priced

Apr 23, 2025Filed 51 days later · past 45 days

Member

Proshares Ultrapro QQQ ETFTQQQOther [OT]ETFLocation: US

Sale

$50,001 - $100,000

Notified May 5, 2025New

Only stocks and funds are priced

Apr 30, 2025Filed 44 days later

Member

Super Micro Computer, Inc. - Common StockSMCIStocks (including ADRs) [ST]

Purchase

$15,001 - $50,000

Notified May 5, 2025New

Disclosed 44 days after the trade. SMCI closed at $31.86 on Apr 30, 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 1, 2025	May 1, 2025	$32.73	+2.73%	+$888 gain
Day of disclosureJun 13, 2025	Jun 13, 2025	$41.56	+30.4%	+$9,895 gain
30 days afterMay 30, 2025	May 30, 2025	$40.02	+25.6%	+$8,324 gain
90 days afterJul 29, 2025	Jul 29, 2025	$58.63	+84.0%	+$27,309 gain
Latest closeOct 20, 2026	Oct 20, 2026	$32.47	+1.91%	+$622 gain

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

Apr 17, 2025Filed 57 days later · past 45 days

Member

Yieldmax MSCI Optn Inc Strg ETFSMCYOther [OT]ETFLocation: US

Purchase

$15,001 - $50,000

Notified May 5, 2025New

Only stocks and funds are priced

Apr 1, 2025Filed 73 days later · past 45 days

Member

Yieldmax MSCI Optn Inc Strg ETFSMCYOther [OT]ETFLocation: US

Purchase

$15,001 - $50,000

Notified May 12, 2025New

Only stocks and funds are priced

Apr 22, 2025Filed 52 days later · past 45 days

Member

Yieldmax Smci Optn Inc Strg ETF - SMCYOther [OT]ETFLocation: US

Purchase

$50,001 - $100,000

Notified May 5, 2025New

No ticker reported

American Airlines Group, Inc. - Common StockAAL

Stocks (including ADRs) [ST]

Transaction date: Mar 14, 2025Filed 31 days later
Type: Purchase
Amount (as reported): $15,001 - $50,000
Owner: Member
Notified / status: Notified Apr 7, 2025New

Disclosed 31 days after the trade. AAL closed at $10.87 on Mar 14, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeMar 17, 2025	Mar 17, 2025	$11.32	+4.14%	+$1,345 gain
Day of disclosureApr 14, 2025	Apr 14, 2025	$9.58	−11.9%	−$3,857 loss
30 days afterApr 14, 2025	Apr 14, 2025	$9.58	−11.9%	−$3,857 loss
90 days afterJun 12, 2025	Jun 12, 2025	$10.90	+0.28%	+$90 gain
Latest closeOct 20, 2026	Oct 20, 2026	$12.11	+11.4%	+$3,708 gain

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

American Airlines Group, Inc. - Common StockAAL

Stocks (including ADRs) [ST]

Transaction date: Mar 20, 2025Filed 25 days later
Type: Sale
Amount (as reported): $100,001 - $250,000
Owner: Member
Notified / status: Notified Apr 7, 2025New

Disclosed 25 days after the trade. AAL closed at $11.26 on Mar 20, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $175,001 sold
Day after the tradeMar 21, 2025	Mar 21, 2025	$11.39	+1.15%	$2,020 gain missed
Day of disclosureApr 14, 2025	Apr 14, 2025	$9.58	−14.9%	$26,110 loss avoided
30 days afterApr 21, 2025	Apr 21, 2025	$9.07	−19.4%	$34,037 loss avoided
90 days afterJun 18, 2025	Jun 18, 2025	$10.58	−6.04%	$10,568 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$12.11	+7.55%	$13,211 gain missed

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

American Airlines Group, Inc. - Common StockAAL

Stocks (including ADRs) [ST]

Transaction date: Mar 31, 2025Filed 14 days later
Type: Purchase
Amount (as reported): $15,001 - $50,000
Owner: Member
Notified / status: Notified Apr 7, 2025New

Disclosed 14 days after the trade. AAL closed at $10.55 on Mar 31, 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 tradeApr 1, 2025	Apr 1, 2025	$10.30	−2.37%	−$770 loss
Day of disclosureApr 14, 2025	Apr 14, 2025	$9.58	−9.19%	−$2,988 loss
30 days afterApr 30, 2025	Apr 30, 2025	$9.95	−5.69%	−$1,848 loss
90 days afterJun 30, 2025	Jun 30, 2025	$11.22	+6.35%	+$2,064 gain
Latest closeOct 20, 2026	Oct 20, 2026	$12.11	+14.8%	+$4,806 gain

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

Baker Hughes Company - Common StockBKR

Stocks (including ADRs) [ST]

Held in: TradeWinds

Transaction date: Mar 4, 2025Filed 41 days later
Type: Purchase
Amount (as reported): $15,001 - $50,000
Owner: Member
Notified / status: Notified Apr 7, 2025New

Disclosed 41 days after the trade. BKR closed at $42.86 on Mar 4, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeMar 5, 2025	Mar 5, 2025	$42.32	−1.26%	−$409 loss
Day of disclosureApr 14, 2025	Apr 14, 2025	$37.81	−11.8%	−$3,829 loss
30 days afterApr 3, 2025	Apr 3, 2025	$40.86	−4.67%	−$1,517 loss
90 days afterJun 2, 2025	Jun 2, 2025	$37.32	−12.9%	−$4,201 loss
Latest closeOct 20, 2026	Oct 20, 2026	$55.65	+29.8%	+$9,699 gain

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

BlackRock, Inc. Common StockBLK

Stocks (including ADRs) [ST]

Held in: TradeWinds

Transaction date: Mar 4, 2025Filed 41 days later
Type: Purchase
Amount (as reported): $15,001 - $50,000
Owner: Member
Notified / status: Notified Apr 7, 2025New

Disclosed 41 days after the trade. BLK closed at $951.79 on Mar 4, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeMar 5, 2025	Mar 5, 2025	$968.14	+1.72%	+$558 gain
Day of disclosureApr 14, 2025	Apr 14, 2025	$889.95	−6.50%	−$2,112 loss
30 days afterApr 3, 2025	Apr 3, 2025	$887.65	−6.74%	−$2,190 loss
90 days afterJun 2, 2025	Jun 2, 2025	$978.07	+2.76%	+$897 gain
Latest closeOct 20, 2026	Oct 20, 2026	$1,128.68	+18.6%	+$6,040 gain

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

DoorDash, Inc. - Common StockDASH

Stocks (including ADRs) [ST]

Held in: TradeWinds

Transaction date: Mar 4, 2025Filed 41 days later
Type: Purchase
Amount (as reported): $15,001 - $50,000
Owner: Member
Notified / status: Notified Apr 7, 2025New

Disclosed 41 days after the trade. DASH closed at $193.41 on Mar 4, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeMar 5, 2025	Mar 5, 2025	$195.08	+0.86%	+$281 gain
Day of disclosureApr 14, 2025	Apr 14, 2025	$181.85	−5.98%	−$1,943 loss
30 days afterApr 3, 2025	Apr 3, 2025	$173.99	−10.0%	−$3,263 loss
90 days afterJun 2, 2025	Jun 2, 2025	$212.79	+10.0%	+$3,257 gain
Latest closeOct 20, 2026	Oct 20, 2026	$191.67	−0.90%	−$292 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.

Ford Motor Company Common StockF

Stocks (including ADRs) [ST]

Transaction date: Mar 5, 2025Filed 40 days later
Type: Purchase
Amount (as reported): $50,001 - $100,000
Owner: Member
Notified / status: Notified Apr 7, 2025New

Disclosed 40 days after the trade. F closed at $9.65 on Mar 5, 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 tradeMar 6, 2025	Mar 6, 2025	$9.61	−0.41%	−$311 loss
Day of disclosureApr 14, 2025	Apr 14, 2025	$9.71	+0.62%	+$466 gain
30 days afterApr 4, 2025	Apr 4, 2025	$9.58	−0.73%	−$544 loss
90 days afterJun 3, 2025	Jun 3, 2025	$10.19	+5.60%	+$4,197 gain
Latest closeOct 20, 2026	Oct 20, 2026	$12.15	+25.9%	+$19,430 gain

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

Ford Motor Company Common StockF

Stocks (including ADRs) [ST]

Transaction date: Mar 10, 2025Filed 35 days later
Type: Sale
Amount (as reported): $50,001 - $100,000
Owner: Member
Notified / status: Notified Apr 7, 2025New

Disclosed 35 days after the trade. F closed at $9.96 on Mar 10, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $75,001 sold
Day after the tradeMar 11, 2025	Mar 11, 2025	$9.69	−2.71%	$2,033 loss avoided
Day of disclosureApr 14, 2025	Apr 14, 2025	$9.71	−2.51%	$1,883 loss avoided
30 days afterApr 9, 2025	Apr 9, 2025	$9.50	−4.62%	$3,464 loss avoided
90 days afterJun 9, 2025	Jun 9, 2025	$10.34	+3.82%	$2,861 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$12.15	+22.0%	$16,491 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.

Ford Motor Company Common StockF

Stocks (including ADRs) [ST]

Transaction date: Mar 31, 2025Filed 14 days later
Type: Purchase
Amount (as reported): $15,001 - $50,000
Owner: Member
Notified / status: Notified Apr 7, 2025New

Disclosed 14 days after the trade. F closed at $10.03 on Mar 31, 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 tradeApr 1, 2025	Apr 1, 2025	$9.94	−0.90%	−$292 loss
Day of disclosureApr 14, 2025	Apr 14, 2025	$9.71	−3.19%	−$1,037 loss
30 days afterApr 30, 2025	Apr 30, 2025	$10.01	−0.20%	−$65 loss
90 days afterJun 30, 2025	Jun 30, 2025	$10.85	+8.18%	+$2,657 gain
Latest closeOct 20, 2026	Oct 20, 2026	$12.15	+21.1%	+$6,870 gain

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

Ford Motor Company Common StockF

Stocks (including ADRs) [ST]

Transaction date: Mar 3, 2025Filed 42 days later
Type: Sale
Amount (as reported): $100,001 - $250,000
Owner: Member
Notified / status: Notified Apr 7, 2025New

Disclosed 42 days after the trade. F closed at $9.39 on Mar 3, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $175,001 sold
Day after the tradeMar 4, 2025	Mar 4, 2025	$9.12	−2.88%	$5,032 loss avoided
Day of disclosureApr 14, 2025	Apr 14, 2025	$9.71	+3.41%	$5,964 gain missed
30 days afterApr 2, 2025	Apr 2, 2025	$10.15	+8.09%	$14,164 gain missed
90 days afterJun 2, 2025	Jun 2, 2025	$9.98	+6.28%	$10,996 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$12.15	+29.4%	$51,438 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.

Harley-Davidson, Inc. Common StockHOG

Stocks (including ADRs) [ST]

Transaction date: Mar 25, 2025Filed 20 days later
Type: Sale
Amount (as reported): $15,001 - $50,000
Owner: Member
Notified / status: Notified Apr 7, 2025New

Disclosed 20 days after the trade. HOG closed at $25.58 on Mar 25, 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 tradeMar 26, 2025	Mar 26, 2025	$25.96	+1.49%	$483 gain missed
Day of disclosureApr 14, 2025	Apr 14, 2025	$22.58	−11.7%	$3,812 loss avoided
30 days afterApr 24, 2025	Apr 24, 2025	$23.69	−7.39%	$2,401 loss avoided
90 days afterJun 23, 2025	Jun 23, 2025	$23.54	−7.97%	$2,592 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$27.19	+6.29%	$2,046 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.

Harley-Davidson, Inc. Common StockHOG

Stocks (including ADRs) [ST]

Transaction date: Mar 14, 2025Filed 31 days later
Type: Purchase
Amount (as reported): $15,001 - $50,000
Owner: Member
Notified / status: Notified Apr 7, 2025New

Disclosed 31 days after the trade. HOG closed at $24.56 on Mar 14, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeMar 17, 2025	Mar 17, 2025	$25.69	+4.60%	+$1,495 gain
Day of disclosureApr 14, 2025	Apr 14, 2025	$22.58	−8.06%	−$2,620 loss
30 days afterApr 14, 2025	Apr 14, 2025	$22.58	−8.06%	−$2,620 loss
90 days afterJun 12, 2025	Jun 12, 2025	$24.83	+1.10%	+$357 gain
Latest closeOct 20, 2026	Oct 20, 2026	$27.19	+10.7%	+$3,480 gain

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

Harley-Davidson, Inc. Common StockHOG

Stocks (including ADRs) [ST]

Transaction date: Mar 10, 2025Filed 35 days later
Type: Sale
Amount (as reported): $100,001 - $250,000
Owner: Member
Notified / status: Notified Apr 7, 2025New

Disclosed 35 days after the trade. HOG closed at $27.14 on Mar 10, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $175,001 sold
Day after the tradeMar 11, 2025	Mar 11, 2025	$25.96	−4.35%	$7,609 loss avoided
Day of disclosureApr 14, 2025	Apr 14, 2025	$22.58	−16.8%	$29,403 loss avoided
30 days afterApr 9, 2025	Apr 9, 2025	$23.68	−12.7%	$22,310 loss avoided
90 days afterJun 9, 2025	Jun 9, 2025	$24.99	−7.92%	$13,863 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$27.19	+0.18%	$322 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.

Harley-Davidson, Inc. Common StockHOG

Stocks (including ADRs) [ST]

Transaction date: Mar 7, 2025Filed 38 days later
Type: Purchase
Amount (as reported): $15,001 - $50,000
Owner: Member
Notified / status: Notified Apr 7, 2025New

Disclosed 38 days after the trade. HOG closed at $26.09 on Mar 7, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeMar 10, 2025	Mar 10, 2025	$27.14	+4.02%	+$1,308 gain
Day of disclosureApr 14, 2025	Apr 14, 2025	$22.58	−13.5%	−$4,372 loss
30 days afterApr 7, 2025	Apr 7, 2025	$22.78	−12.7%	−$4,123 loss
90 days afterJun 5, 2025	Jun 5, 2025	$24.22	−7.17%	−$2,330 loss
Latest closeOct 20, 2026	Oct 20, 2026	$27.19	+4.22%	+$1,370 gain

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

Harley-Davidson, Inc. Common StockHOG

Stocks (including ADRs) [ST]

Transaction date: Mar 6, 2025Filed 39 days later
Type: Purchase
Amount (as reported): $15,001 - $50,000
Owner: Member
Notified / status: Notified Apr 7, 2025New

Disclosed 39 days after the trade. HOG closed at $25.46 on Mar 6, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeMar 7, 2025	Mar 7, 2025	$26.09	+2.47%	+$804 gain
Day of disclosureApr 14, 2025	Apr 14, 2025	$22.58	−11.3%	−$3,676 loss
30 days afterApr 7, 2025	Apr 7, 2025	$22.78	−10.5%	−$3,421 loss
90 days afterJun 4, 2025	Jun 4, 2025	$24.53	−3.65%	−$1,187 loss
Latest closeOct 20, 2026	Oct 20, 2026	$27.19	+6.79%	+$2,208 gain

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

Harley-Davidson, Inc. Common StockHOG

Stocks (including ADRs) [ST]

Transaction date: Mar 4, 2025Filed 41 days later
Type: Purchase
Amount (as reported): $50,001 - $100,000
Owner: Member
Notified / status: Notified Apr 7, 2025New

Disclosed 41 days after the trade. HOG closed at $24.13 on Mar 4, 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 tradeMar 5, 2025	Mar 5, 2025	$25.12	+4.10%	+$3,077 gain
Day of disclosureApr 14, 2025	Apr 14, 2025	$22.58	−6.42%	−$4,818 loss
30 days afterApr 3, 2025	Apr 3, 2025	$23.01	−4.64%	−$3,481 loss
90 days afterJun 2, 2025	Jun 2, 2025	$23.67	−1.91%	−$1,430 loss
Latest closeOct 20, 2026	Oct 20, 2026	$27.19	+12.7%	+$9,511 gain

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

US Foods Holding Corp. Common StockUSFD

Stocks (including ADRs) [ST]

Held in: TradeWinds

Transaction date: Mar 4, 2025Filed 41 days later
Type: Purchase
Amount (as reported): $15,001 - $50,000
Owner: Member
Notified / status: Notified Apr 7, 2025New

Disclosed 41 days after the trade. USFD closed at $68.26 on Mar 4, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeMar 5, 2025	Mar 5, 2025	$69.14	+1.29%	+$419 gain
Day of disclosureApr 14, 2025	Apr 14, 2025	$63.49	−6.99%	−$2,271 loss
30 days afterApr 3, 2025	Apr 3, 2025	$65.02	−4.75%	−$1,543 loss
90 days afterJun 2, 2025	Jun 2, 2025	$78.89	+15.6%	+$5,061 gain
Latest closeOct 20, 2026	Oct 20, 2026	$103.00	+50.9%	+$16,541 gain

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

Transaction date

Owner

Asset

Type

Amount (as reported)

Notified / status

Prices

Mar 12, 2025Filed 33 days later

Member

American Airlines Group, Inc. - Common StockAALStocks (including ADRs) [ST]

Purchase

$50,001 - $100,000

Notified Apr 7, 2025New

Disclosed 33 days after the trade. AAL closed at $10.93 on Mar 12, 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 tradeMar 13, 2025	Mar 13, 2025	$10.67	−2.38%	−$1,784 loss
Day of disclosureApr 14, 2025	Apr 14, 2025	$9.58	−12.4%	−$9,264 loss
30 days afterApr 11, 2025	Apr 11, 2025	$9.67	−11.5%	−$8,646 loss
90 days afterJun 10, 2025	Jun 10, 2025	$11.84	+8.33%	+$6,244 gain
Latest closeOct 20, 2026	Oct 20, 2026	$12.11	+10.8%	+$8,097 gain

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

Mar 13, 2025Filed 32 days later

Member

American Airlines Group, Inc. - Common StockAALStocks (including ADRs) [ST]

Purchase

$50,001 - $100,000

Notified Apr 7, 2025New

Disclosed 32 days after the trade. AAL closed at $10.67 on Mar 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 tradeMar 14, 2025	Mar 14, 2025	$10.87	+1.87%	+$1,406 gain
Day of disclosureApr 14, 2025	Apr 14, 2025	$9.58	−10.2%	−$7,662 loss
30 days afterApr 14, 2025	Apr 14, 2025	$9.58	−10.2%	−$7,662 loss
90 days afterJun 11, 2025	Jun 11, 2025	$11.06	+3.66%	+$2,741 gain
Latest closeOct 20, 2026	Oct 20, 2026	$12.11	+13.5%	+$10,122 gain

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

Mar 14, 2025Filed 31 days later

Member

American Airlines Group, Inc. - Common StockAALStocks (including ADRs) [ST]

Purchase

$15,001 - $50,000

Notified Apr 7, 2025New

Disclosed 31 days after the trade. AAL closed at $10.87 on Mar 14, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeMar 17, 2025	Mar 17, 2025	$11.32	+4.14%	+$1,345 gain
Day of disclosureApr 14, 2025	Apr 14, 2025	$9.58	−11.9%	−$3,857 loss
30 days afterApr 14, 2025	Apr 14, 2025	$9.58	−11.9%	−$3,857 loss
90 days afterJun 12, 2025	Jun 12, 2025	$10.90	+0.28%	+$90 gain
Latest closeOct 20, 2026	Oct 20, 2026	$12.11	+11.4%	+$3,708 gain

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

Mar 20, 2025Filed 25 days later

Member

American Airlines Group, Inc. - Common StockAALStocks (including ADRs) [ST]

Sale

$100,001 - $250,000

Notified Apr 7, 2025New

Disclosed 25 days after the trade. AAL closed at $11.26 on Mar 20, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $175,001 sold
Day after the tradeMar 21, 2025	Mar 21, 2025	$11.39	+1.15%	$2,020 gain missed
Day of disclosureApr 14, 2025	Apr 14, 2025	$9.58	−14.9%	$26,110 loss avoided
30 days afterApr 21, 2025	Apr 21, 2025	$9.07	−19.4%	$34,037 loss avoided
90 days afterJun 18, 2025	Jun 18, 2025	$10.58	−6.04%	$10,568 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$12.11	+7.55%	$13,211 gain missed

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

Mar 31, 2025Filed 14 days later

Member

American Airlines Group, Inc. - Common StockAALStocks (including ADRs) [ST]

Purchase

$15,001 - $50,000

Notified Apr 7, 2025New

Disclosed 14 days after the trade. AAL closed at $10.55 on Mar 31, 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 tradeApr 1, 2025	Apr 1, 2025	$10.30	−2.37%	−$770 loss
Day of disclosureApr 14, 2025	Apr 14, 2025	$9.58	−9.19%	−$2,988 loss
30 days afterApr 30, 2025	Apr 30, 2025	$9.95	−5.69%	−$1,848 loss
90 days afterJun 30, 2025	Jun 30, 2025	$11.22	+6.35%	+$2,064 gain
Latest closeOct 20, 2026	Oct 20, 2026	$12.11	+14.8%	+$4,806 gain

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

Mar 4, 2025Filed 41 days later

Member

Baker Hughes Company - Common StockBKRStocks (including ADRs) [ST]Held in: TradeWinds

Purchase

$15,001 - $50,000

Notified Apr 7, 2025New

Disclosed 41 days after the trade. BKR closed at $42.86 on Mar 4, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeMar 5, 2025	Mar 5, 2025	$42.32	−1.26%	−$409 loss
Day of disclosureApr 14, 2025	Apr 14, 2025	$37.81	−11.8%	−$3,829 loss
30 days afterApr 3, 2025	Apr 3, 2025	$40.86	−4.67%	−$1,517 loss
90 days afterJun 2, 2025	Jun 2, 2025	$37.32	−12.9%	−$4,201 loss
Latest closeOct 20, 2026	Oct 20, 2026	$55.65	+29.8%	+$9,699 gain

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

Mar 4, 2025Filed 41 days later

Member

BlackRock, Inc. Common StockBLKStocks (including ADRs) [ST]Held in: TradeWinds

Purchase

$15,001 - $50,000

Notified Apr 7, 2025New

Disclosed 41 days after the trade. BLK closed at $951.79 on Mar 4, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeMar 5, 2025	Mar 5, 2025	$968.14	+1.72%	+$558 gain
Day of disclosureApr 14, 2025	Apr 14, 2025	$889.95	−6.50%	−$2,112 loss
30 days afterApr 3, 2025	Apr 3, 2025	$887.65	−6.74%	−$2,190 loss
90 days afterJun 2, 2025	Jun 2, 2025	$978.07	+2.76%	+$897 gain
Latest closeOct 20, 2026	Oct 20, 2026	$1,128.68	+18.6%	+$6,040 gain

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

Mar 3, 2025Filed 42 days later

Member

Direxion Daily Small Cap Bull 3X ETF -TNAOther [OT]ETFLocation: US

Purchase

$15,001 - $50,000

Notified Apr 7, 2025New

Only stocks and funds are priced

Mar 4, 2025Filed 41 days later

Member

Direxion Daily Small Cap Bull 3X ETF -TNAOther [OT]ETFLocation: US

Purchase

$100,001 - $250,000

Notified Apr 7, 2025New

Only stocks and funds are priced

Mar 6, 2025Filed 39 days later

Member

Direxion Daily Small Cap Bull 3X ETFTNAOther [OT]ETFLocation: US

Purchase

$50,001 - $100,000

Notified Apr 7, 2025New

Only stocks and funds are priced

Mar 12, 2025Filed 33 days later

Member

Direxion Daily Small Cap Bull 3X ETFTNAOther [OT]ETFLocation: US

Purchase

$15,001 - $50,000

Notified Apr 7, 2025New

Only stocks and funds are priced

Mar 10, 2025Filed 35 days later

Member

Direxion Daily Small Cap Bull 3X ETFTNAOther [OT]ETFLocation: US

Purchase

$50,001 - $100,000

Notified Apr 7, 2025New

Only stocks and funds are priced

Mar 11, 2025Filed 34 days later

Member

Direxion Daily Small Cap Bull 3X ETFTNAOther [OT]ETFLocation: US

Purchase

$15,001 - $50,000

Notified Apr 7, 2025New

Only stocks and funds are priced

Mar 7, 2025Filed 38 days later

Member

Direxion Daily Small Cap Bull 3X ETFTNAOther [OT]ETFLocation: US

Purchase

$50,001 - $100,000

Notified Apr 7, 2025New

Only stocks and funds are priced

Mar 31, 2025Filed 14 days later

Member

Direxion Daily Small Cap Bull 3X ETFTNAOther [OT]ETFLocation: US

Purchase

$15,001 - $50,000

Notified Apr 7, 2025New

Only stocks and funds are priced

Mar 4, 2025Filed 41 days later

Member

DoorDash, Inc. - Common StockDASHStocks (including ADRs) [ST]Held in: TradeWinds

Purchase

$15,001 - $50,000

Notified Apr 7, 2025New

Disclosed 41 days after the trade. DASH closed at $193.41 on Mar 4, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeMar 5, 2025	Mar 5, 2025	$195.08	+0.86%	+$281 gain
Day of disclosureApr 14, 2025	Apr 14, 2025	$181.85	−5.98%	−$1,943 loss
30 days afterApr 3, 2025	Apr 3, 2025	$173.99	−10.0%	−$3,263 loss
90 days afterJun 2, 2025	Jun 2, 2025	$212.79	+10.0%	+$3,257 gain
Latest closeOct 20, 2026	Oct 20, 2026	$191.67	−0.90%	−$292 loss

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

Mar 5, 2025Filed 40 days later

Member

Ford Motor Company Common StockFStocks (including ADRs) [ST]

Purchase

$50,001 - $100,000

Notified Apr 7, 2025New

Disclosed 40 days after the trade. F closed at $9.65 on Mar 5, 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 tradeMar 6, 2025	Mar 6, 2025	$9.61	−0.41%	−$311 loss
Day of disclosureApr 14, 2025	Apr 14, 2025	$9.71	+0.62%	+$466 gain
30 days afterApr 4, 2025	Apr 4, 2025	$9.58	−0.73%	−$544 loss
90 days afterJun 3, 2025	Jun 3, 2025	$10.19	+5.60%	+$4,197 gain
Latest closeOct 20, 2026	Oct 20, 2026	$12.15	+25.9%	+$19,430 gain

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

Mar 10, 2025Filed 35 days later

Member

Ford Motor Company Common StockFStocks (including ADRs) [ST]

Sale

$50,001 - $100,000

Notified Apr 7, 2025New

Disclosed 35 days after the trade. F closed at $9.96 on Mar 10, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $75,001 sold
Day after the tradeMar 11, 2025	Mar 11, 2025	$9.69	−2.71%	$2,033 loss avoided
Day of disclosureApr 14, 2025	Apr 14, 2025	$9.71	−2.51%	$1,883 loss avoided
30 days afterApr 9, 2025	Apr 9, 2025	$9.50	−4.62%	$3,464 loss avoided
90 days afterJun 9, 2025	Jun 9, 2025	$10.34	+3.82%	$2,861 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$12.15	+22.0%	$16,491 gain missed

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

Mar 31, 2025Filed 14 days later

Member

Ford Motor Company Common StockFStocks (including ADRs) [ST]

Purchase

$15,001 - $50,000

Notified Apr 7, 2025New

Disclosed 14 days after the trade. F closed at $10.03 on Mar 31, 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 tradeApr 1, 2025	Apr 1, 2025	$9.94	−0.90%	−$292 loss
Day of disclosureApr 14, 2025	Apr 14, 2025	$9.71	−3.19%	−$1,037 loss
30 days afterApr 30, 2025	Apr 30, 2025	$10.01	−0.20%	−$65 loss
90 days afterJun 30, 2025	Jun 30, 2025	$10.85	+8.18%	+$2,657 gain
Latest closeOct 20, 2026	Oct 20, 2026	$12.15	+21.1%	+$6,870 gain

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

Mar 3, 2025Filed 42 days later

Member

Ford Motor Company Common StockFStocks (including ADRs) [ST]

Sale

$100,001 - $250,000

Notified Apr 7, 2025New

Disclosed 42 days after the trade. F closed at $9.39 on Mar 3, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $175,001 sold
Day after the tradeMar 4, 2025	Mar 4, 2025	$9.12	−2.88%	$5,032 loss avoided
Day of disclosureApr 14, 2025	Apr 14, 2025	$9.71	+3.41%	$5,964 gain missed
30 days afterApr 2, 2025	Apr 2, 2025	$10.15	+8.09%	$14,164 gain missed
90 days afterJun 2, 2025	Jun 2, 2025	$9.98	+6.28%	$10,996 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$12.15	+29.4%	$51,438 gain missed

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

Mar 25, 2025Filed 20 days later

Member

Harley-Davidson, Inc. Common StockHOGStocks (including ADRs) [ST]

Sale

$15,001 - $50,000

Notified Apr 7, 2025New

Disclosed 20 days after the trade. HOG closed at $25.58 on Mar 25, 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 tradeMar 26, 2025	Mar 26, 2025	$25.96	+1.49%	$483 gain missed
Day of disclosureApr 14, 2025	Apr 14, 2025	$22.58	−11.7%	$3,812 loss avoided
30 days afterApr 24, 2025	Apr 24, 2025	$23.69	−7.39%	$2,401 loss avoided
90 days afterJun 23, 2025	Jun 23, 2025	$23.54	−7.97%	$2,592 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$27.19	+6.29%	$2,046 gain missed

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

Mar 14, 2025Filed 31 days later

Member

Harley-Davidson, Inc. Common StockHOGStocks (including ADRs) [ST]

Purchase

$15,001 - $50,000

Notified Apr 7, 2025New

Disclosed 31 days after the trade. HOG closed at $24.56 on Mar 14, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeMar 17, 2025	Mar 17, 2025	$25.69	+4.60%	+$1,495 gain
Day of disclosureApr 14, 2025	Apr 14, 2025	$22.58	−8.06%	−$2,620 loss
30 days afterApr 14, 2025	Apr 14, 2025	$22.58	−8.06%	−$2,620 loss
90 days afterJun 12, 2025	Jun 12, 2025	$24.83	+1.10%	+$357 gain
Latest closeOct 20, 2026	Oct 20, 2026	$27.19	+10.7%	+$3,480 gain

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

Mar 10, 2025Filed 35 days later

Member

Harley-Davidson, Inc. Common StockHOGStocks (including ADRs) [ST]

Sale

$100,001 - $250,000

Notified Apr 7, 2025New

Disclosed 35 days after the trade. HOG closed at $27.14 on Mar 10, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $175,001 sold
Day after the tradeMar 11, 2025	Mar 11, 2025	$25.96	−4.35%	$7,609 loss avoided
Day of disclosureApr 14, 2025	Apr 14, 2025	$22.58	−16.8%	$29,403 loss avoided
30 days afterApr 9, 2025	Apr 9, 2025	$23.68	−12.7%	$22,310 loss avoided
90 days afterJun 9, 2025	Jun 9, 2025	$24.99	−7.92%	$13,863 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$27.19	+0.18%	$322 gain missed

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

Mar 7, 2025Filed 38 days later

Member

Harley-Davidson, Inc. Common StockHOGStocks (including ADRs) [ST]

Purchase

$15,001 - $50,000

Notified Apr 7, 2025New

Disclosed 38 days after the trade. HOG closed at $26.09 on Mar 7, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeMar 10, 2025	Mar 10, 2025	$27.14	+4.02%	+$1,308 gain
Day of disclosureApr 14, 2025	Apr 14, 2025	$22.58	−13.5%	−$4,372 loss
30 days afterApr 7, 2025	Apr 7, 2025	$22.78	−12.7%	−$4,123 loss
90 days afterJun 5, 2025	Jun 5, 2025	$24.22	−7.17%	−$2,330 loss
Latest closeOct 20, 2026	Oct 20, 2026	$27.19	+4.22%	+$1,370 gain

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

Mar 6, 2025Filed 39 days later

Member

Harley-Davidson, Inc. Common StockHOGStocks (including ADRs) [ST]

Purchase

$15,001 - $50,000

Notified Apr 7, 2025New

Disclosed 39 days after the trade. HOG closed at $25.46 on Mar 6, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeMar 7, 2025	Mar 7, 2025	$26.09	+2.47%	+$804 gain
Day of disclosureApr 14, 2025	Apr 14, 2025	$22.58	−11.3%	−$3,676 loss
30 days afterApr 7, 2025	Apr 7, 2025	$22.78	−10.5%	−$3,421 loss
90 days afterJun 4, 2025	Jun 4, 2025	$24.53	−3.65%	−$1,187 loss
Latest closeOct 20, 2026	Oct 20, 2026	$27.19	+6.79%	+$2,208 gain

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

Mar 4, 2025Filed 41 days later

Member

Harley-Davidson, Inc. Common StockHOGStocks (including ADRs) [ST]

Purchase

$50,001 - $100,000

Notified Apr 7, 2025New

Disclosed 41 days after the trade. HOG closed at $24.13 on Mar 4, 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 tradeMar 5, 2025	Mar 5, 2025	$25.12	+4.10%	+$3,077 gain
Day of disclosureApr 14, 2025	Apr 14, 2025	$22.58	−6.42%	−$4,818 loss
30 days afterApr 3, 2025	Apr 3, 2025	$23.01	−4.64%	−$3,481 loss
90 days afterJun 2, 2025	Jun 2, 2025	$23.67	−1.91%	−$1,430 loss
Latest closeOct 20, 2026	Oct 20, 2026	$27.19	+12.7%	+$9,511 gain

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

Mar 4, 2025Filed 41 days later

Member

US Foods Holding Corp. Common StockUSFDStocks (including ADRs) [ST]Held in: TradeWinds

Purchase

$15,001 - $50,000

Notified Apr 7, 2025New

Disclosed 41 days after the trade. USFD closed at $68.26 on Mar 4, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeMar 5, 2025	Mar 5, 2025	$69.14	+1.29%	+$419 gain
Day of disclosureApr 14, 2025	Apr 14, 2025	$63.49	−6.99%	−$2,271 loss
30 days afterApr 3, 2025	Apr 3, 2025	$65.02	−4.75%	−$1,543 loss
90 days afterJun 2, 2025	Jun 2, 2025	$78.89	+15.6%	+$5,061 gain
Latest closeOct 20, 2026	Oct 20, 2026	$103.00	+50.9%	+$16,541 gain

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

Mar 28, 2025Filed 17 days later

Member

Yieldmax MSCI Optn Inc Strg ETFSMCYOther [OT]ETFLocation: US

Purchase

$50,001 - $100,000

Notified Apr 7, 2025New

Only stocks and funds are priced

Mar 31, 2025Filed 14 days later

Member

Yieldmax SMCI Optn Inc Strg ETFSCMYOther [OT]ETFLocation: US

Purchase

$15,001 - $50,000

Notified Apr 7, 2025New

Only stocks and funds are priced

Mar 27, 2025Filed 18 days later

Member

Yieldmax SMCI Optn Inc Strg ETRFSMCYOther [OT]ETFLocation: US

Purchase

$50,001 - $100,000

Notified Apr 7, 2025New

Only stocks and funds are priced

Ford Motor Company Common StockF

Stocks (including ADRs) [ST]

Transaction date: Feb 7, 2025Filed 32 days later
Type: Purchase
Amount (as reported): $50,001 - $100,000
Owner: Member
Notified / status: Notified Mar 10, 2025New

Disclosed 32 days after the trade. F closed at $9.24 on Feb 7, 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 tradeFeb 10, 2025	Feb 10, 2025	$9.24	0.00%	$0
Day of disclosureMar 11, 2025	Mar 11, 2025	$9.69	+4.87%	+$3,653 gain
30 days afterMar 10, 2025	Mar 10, 2025	$9.96	+7.79%	+$5,844 gain
90 days afterMay 8, 2025	May 8, 2025	$10.28	+11.3%	+$8,442 gain
Latest closeOct 20, 2026	Oct 20, 2026	$12.15	+31.5%	+$23,620 gain

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

Ford Motor Company Common StockF

Stocks (including ADRs) [ST]

Transaction date: Feb 10, 2025Filed 29 days later
Type: Purchase
Amount (as reported): $15,001 - $50,000
Owner: Member
Notified / status: Notified Mar 10, 2025New

Disclosed 29 days after the trade. F closed at $9.24 on Feb 10, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeFeb 11, 2025	Feb 11, 2025	$9.21	−0.32%	−$106 loss
Day of disclosureMar 11, 2025	Mar 11, 2025	$9.69	+4.87%	+$1,583 gain
30 days afterMar 12, 2025	Mar 12, 2025	$9.59	+3.79%	+$1,231 gain
90 days afterMay 12, 2025	May 12, 2025	$10.55	+14.2%	+$4,608 gain
Latest closeOct 20, 2026	Oct 20, 2026	$12.15	+31.5%	+$10,236 gain

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

Ford Motor Company Common StockF

Stocks (including ADRs) [ST]

Transaction date: Feb 4, 2025Filed 35 days later
Type: Purchase
Amount (as reported): $50,001 - $100,000
Owner: Member
Notified / status: Notified Mar 10, 2025New

Disclosed 35 days after the trade. F closed at $10.16 on Feb 4, 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 tradeFeb 5, 2025	Feb 5, 2025	$10.01	−1.48%	−$1,107 loss
Day of disclosureMar 11, 2025	Mar 11, 2025	$9.69	−4.63%	−$3,470 loss
30 days afterMar 6, 2025	Mar 6, 2025	$9.61	−5.41%	−$4,060 loss
90 days afterMay 5, 2025	May 5, 2025	$10.17	+0.10%	+$74 gain
Latest closeOct 20, 2026	Oct 20, 2026	$12.15	+19.6%	+$14,690 gain

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

Ford Motor Company Common StockF

Stocks (including ADRs) [ST]

Transaction date: Feb 5, 2025Filed 34 days later
Type: Sale
Amount (as reported): $50,001 - $100,000
Owner: Member
Notified / status: Notified Mar 10, 2025New

Disclosed 34 days after the trade. F closed at $10.01 on Feb 5, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $75,001 sold
Day after the tradeFeb 6, 2025	Feb 6, 2025	$9.26	−7.49%	$5,619 loss avoided
Day of disclosureMar 11, 2025	Mar 11, 2025	$9.69	−3.20%	$2,398 loss avoided
30 days afterMar 7, 2025	Mar 7, 2025	$9.90	−1.10%	$824 loss avoided
90 days afterMay 6, 2025	May 6, 2025	$10.44	+4.30%	$3,222 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$12.15	+21.4%	$16,034 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.

Ford Motor Company Common StockF

Stocks (including ADRs) [ST]

Transaction date: Feb 6, 2025Filed 33 days later
Type: Purchase
Amount (as reported): $15,001 - $50,000
Owner: Member
Notified / status: Notified Mar 10, 2025New

Disclosed 33 days after the trade. F closed at $9.26 on Feb 6, 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 tradeFeb 7, 2025	Feb 7, 2025	$9.24	−0.22%	−$70 loss
Day of disclosureMar 11, 2025	Mar 11, 2025	$9.69	+4.64%	+$1,509 gain
30 days afterMar 10, 2025	Mar 10, 2025	$9.96	+7.56%	+$2,457 gain
90 days afterMay 7, 2025	May 7, 2025	$10.28	+11.0%	+$3,580 gain
Latest closeOct 20, 2026	Oct 20, 2026	$12.15	+31.2%	+$10,143 gain

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

Ford Motor Company Common StockF

Stocks (including ADRs) [ST]

Transaction date: Feb 13, 2025Filed 26 days later
Type: Purchase
Amount (as reported): $15,001 - $50,000
Owner: Member
Notified / status: Notified Mar 10, 2025New

Disclosed 26 days after the trade. F closed at $9.35 on Feb 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 tradeFeb 14, 2025	Feb 14, 2025	$9.48	+1.39%	+$452 gain
Day of disclosureMar 11, 2025	Mar 11, 2025	$9.69	+3.64%	+$1,182 gain
30 days afterMar 17, 2025	Mar 17, 2025	$9.92	+6.10%	+$1,981 gain
90 days afterMay 14, 2025	May 14, 2025	$10.65	+13.9%	+$4,519 gain
Latest closeOct 20, 2026	Oct 20, 2026	$12.15	+29.9%	+$9,733 gain

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

General Dynamics Corporation Common StockGD

Stocks (including ADRs) [ST]

Transaction date: Feb 20, 2025Filed 19 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Mar 10, 2025New

Disclosed 19 days after the trade. GD closed at $246.20 on Feb 20, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeFeb 21, 2025	Feb 21, 2025	$243.06	−1.28%	$102 loss avoided
Day of disclosureMar 11, 2025	Mar 11, 2025	$264.12	+7.28%	$582 gain missed
30 days afterMar 24, 2025	Mar 24, 2025	$265.88	+7.99%	$640 gain missed
90 days afterMay 21, 2025	May 21, 2025	$277.70	+12.8%	$1,024 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$344.44	+39.9%	$3,193 gain missed

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

Harley-Davidson, Inc. Common StockHOG

Stocks (including ADRs) [ST]

Transaction date: Feb 4, 2025Filed 35 days later
Type: Purchase
Amount (as reported): $50,001 - $100,000
Owner: Member
Notified / status: Notified Mar 10, 2025New

Disclosed 35 days after the trade. HOG closed at $26.82 on Feb 4, 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 tradeFeb 5, 2025	Feb 5, 2025	$26.40	−1.57%	−$1,175 loss
Day of disclosureMar 11, 2025	Mar 11, 2025	$25.96	−3.21%	−$2,405 loss
30 days afterMar 6, 2025	Mar 6, 2025	$25.46	−5.07%	−$3,803 loss
90 days afterMay 5, 2025	May 5, 2025	$23.78	−11.3%	−$8,501 loss
Latest closeOct 20, 2026	Oct 20, 2026	$27.19	+1.38%	+$1,035 gain

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

Harley-Davidson, Inc. Common StockHOG

Stocks (including ADRs) [ST]

Transaction date: Feb 6, 2025Filed 33 days later
Type: Purchase
Amount (as reported): $100,001 - $250,000
Owner: Member
Notified / status: Notified Mar 10, 2025New

Disclosed 33 days after the trade. HOG closed at $26.72 on Feb 6, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $175,001 bought
Day after the tradeFeb 7, 2025	Feb 7, 2025	$26.82	+0.37%	+$655 gain
Day of disclosureMar 11, 2025	Mar 11, 2025	$25.96	−2.84%	−$4,978 loss
30 days afterMar 10, 2025	Mar 10, 2025	$27.14	+1.57%	+$2,751 gain
90 days afterMay 7, 2025	May 7, 2025	$22.98	−14.0%	−$24,495 loss
Latest closeOct 20, 2026	Oct 20, 2026	$27.19	+1.76%	+$3,078 gain

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

Harley-Davidson, Inc. Common StockHOG

Stocks (including ADRs) [ST]

Transaction date: Feb 5, 2025Filed 34 days later
Type: Sale
Amount (as reported): $100,001 - $250,000
Owner: Member
Notified / status: Notified Mar 10, 2025New

Disclosed 34 days after the trade. HOG closed at $26.40 on Feb 5, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $175,001 sold
Day after the tradeFeb 6, 2025	Feb 6, 2025	$26.72	+1.21%	$2,121 gain missed
Day of disclosureMar 11, 2025	Mar 11, 2025	$25.96	−1.67%	$2,917 loss avoided
30 days afterMar 7, 2025	Mar 7, 2025	$26.09	−1.17%	$2,055 loss avoided
90 days afterMay 6, 2025	May 6, 2025	$23.31	−11.7%	$20,483 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$27.19	+2.99%	$5,237 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.

Harley-Davidson, Inc. Common StockHOG

Stocks (including ADRs) [ST]

Transaction date: Feb 12, 2025Filed 27 days later
Type: Sale
Amount (as reported): $50,001 - $100,000
Owner: Member
Notified / status: Notified Mar 10, 2025New

Disclosed 27 days after the trade. HOG closed at $26.11 on Feb 12, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $75,001 sold
Day after the tradeFeb 13, 2025	Feb 13, 2025	$25.89	−0.84%	$632 loss avoided
Day of disclosureMar 11, 2025	Mar 11, 2025	$25.96	−0.57%	$431 loss avoided
30 days afterMar 14, 2025	Mar 14, 2025	$24.56	−5.94%	$4,452 loss avoided
90 days afterMay 13, 2025	May 13, 2025	$25.00	−4.25%	$3,188 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$27.19	+4.14%	$3,102 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.

Harley-Davidson, Inc. Common StockHOG

Stocks (including ADRs) [ST]

Transaction date: Feb 12, 2025Filed 27 days later
Type: Purchase
Amount (as reported): $50,001 - $100,000
Owner: Member
Notified / status: Notified Mar 10, 2025New

Disclosed 27 days after the trade. HOG closed at $26.11 on Feb 12, 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 tradeFeb 13, 2025	Feb 13, 2025	$25.89	−0.84%	−$632 loss
Day of disclosureMar 11, 2025	Mar 11, 2025	$25.96	−0.57%	−$431 loss
30 days afterMar 14, 2025	Mar 14, 2025	$24.56	−5.94%	−$4,452 loss
90 days afterMay 13, 2025	May 13, 2025	$25.00	−4.25%	−$3,188 loss
Latest closeOct 20, 2026	Oct 20, 2026	$27.19	+4.14%	+$3,102 gain

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

Harley-Davidson, Inc. Common StockHOG

Stocks (including ADRs) [ST]

Transaction date: Feb 10, 2025Filed 29 days later
Type: Sale
Amount (as reported): $100,001 - $250,000
Owner: Member
Notified / status: Notified Mar 10, 2025New

Disclosed 29 days after the trade. HOG closed at $25.77 on Feb 10, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $175,001 sold
Day after the tradeFeb 11, 2025	Feb 11, 2025	$26.23	+1.79%	$3,124 gain missed
Day of disclosureMar 11, 2025	Mar 11, 2025	$25.96	+0.74%	$1,290 gain missed
30 days afterMar 12, 2025	Mar 12, 2025	$24.48	−5.01%	$8,760 loss avoided
90 days afterMay 12, 2025	May 12, 2025	$24.85	−3.57%	$6,248 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$27.19	+5.51%	$9,643 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.

Rockwell Automation, Inc. Common StockROK

Stocks (including ADRs) [ST]

Transaction date: Feb 21, 2025Filed 18 days later
Type: Sale
Amount (as reported): $15,001 - $50,000
Owner: Member
Notified / status: Notified Mar 10, 2025New

Disclosed 18 days after the trade. ROK closed at $295.22 on Feb 21, 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 tradeFeb 24, 2025	Feb 24, 2025	$292.63	−0.88%	$285 loss avoided
Day of disclosureMar 11, 2025	Mar 11, 2025	$265.15	−10.2%	$3,310 loss avoided
30 days afterMar 24, 2025	Mar 24, 2025	$267.96	−9.23%	$3,001 loss avoided
90 days afterMay 22, 2025	May 22, 2025	$306.30	+3.75%	$1,220 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$427.77	+44.9%	$14,593 gain missed

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

Transaction date

Owner

Asset

Type

Amount (as reported)

Notified / status

Prices

Feb 24, 2025Filed 15 days later

Member

Direxion Daily Small Cap Bull 3X ETF - TNAOther [OT]EFTLocation: US

Purchase

$50,001 - $100,000

Notified Mar 10, 2025New

No ticker reported

Feb 25, 2025Filed 14 days later

Member

Direxion Daily Small Cap Bull 3X ETF - TNAOther [OT]EFTLocation: US

Purchase

$15,001 - $50,000

Notified Mar 10, 2025New

No ticker reported

Feb 26, 2025Filed 13 days later

Member

Direxion Daily Small Cap Bull 3X ETF - TNAOther [OT]ETFLocation: US

Purchase

$50,001 - $100,000

Notified Mar 10, 2025New

No ticker reported

Feb 28, 2025Filed 11 days later

Member

Direxion Daily Small Cap Bull 3X ETF - TNAOther [OT]ETFLocation: US

Purchase

$15,001 - $50,000

Notified Mar 10, 2025New

No ticker reported

Feb 7, 2025Filed 32 days later

Member

Ford Motor Company Common StockFStocks (including ADRs) [ST]

Purchase

$50,001 - $100,000

Notified Mar 10, 2025New

Disclosed 32 days after the trade. F closed at $9.24 on Feb 7, 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 tradeFeb 10, 2025	Feb 10, 2025	$9.24	0.00%	$0
Day of disclosureMar 11, 2025	Mar 11, 2025	$9.69	+4.87%	+$3,653 gain
30 days afterMar 10, 2025	Mar 10, 2025	$9.96	+7.79%	+$5,844 gain
90 days afterMay 8, 2025	May 8, 2025	$10.28	+11.3%	+$8,442 gain
Latest closeOct 20, 2026	Oct 20, 2026	$12.15	+31.5%	+$23,620 gain

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

Feb 10, 2025Filed 29 days later

Member

Ford Motor Company Common StockFStocks (including ADRs) [ST]

Purchase

$15,001 - $50,000

Notified Mar 10, 2025New

Disclosed 29 days after the trade. F closed at $9.24 on Feb 10, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeFeb 11, 2025	Feb 11, 2025	$9.21	−0.32%	−$106 loss
Day of disclosureMar 11, 2025	Mar 11, 2025	$9.69	+4.87%	+$1,583 gain
30 days afterMar 12, 2025	Mar 12, 2025	$9.59	+3.79%	+$1,231 gain
90 days afterMay 12, 2025	May 12, 2025	$10.55	+14.2%	+$4,608 gain
Latest closeOct 20, 2026	Oct 20, 2026	$12.15	+31.5%	+$10,236 gain

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

Feb 4, 2025Filed 35 days later

Member

Ford Motor Company Common StockFStocks (including ADRs) [ST]

Purchase

$50,001 - $100,000

Notified Mar 10, 2025New

Disclosed 35 days after the trade. F closed at $10.16 on Feb 4, 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 tradeFeb 5, 2025	Feb 5, 2025	$10.01	−1.48%	−$1,107 loss
Day of disclosureMar 11, 2025	Mar 11, 2025	$9.69	−4.63%	−$3,470 loss
30 days afterMar 6, 2025	Mar 6, 2025	$9.61	−5.41%	−$4,060 loss
90 days afterMay 5, 2025	May 5, 2025	$10.17	+0.10%	+$74 gain
Latest closeOct 20, 2026	Oct 20, 2026	$12.15	+19.6%	+$14,690 gain

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

Feb 5, 2025Filed 34 days later

Member

Ford Motor Company Common StockFStocks (including ADRs) [ST]

Sale

$50,001 - $100,000

Notified Mar 10, 2025New

Disclosed 34 days after the trade. F closed at $10.01 on Feb 5, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $75,001 sold
Day after the tradeFeb 6, 2025	Feb 6, 2025	$9.26	−7.49%	$5,619 loss avoided
Day of disclosureMar 11, 2025	Mar 11, 2025	$9.69	−3.20%	$2,398 loss avoided
30 days afterMar 7, 2025	Mar 7, 2025	$9.90	−1.10%	$824 loss avoided
90 days afterMay 6, 2025	May 6, 2025	$10.44	+4.30%	$3,222 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$12.15	+21.4%	$16,034 gain missed

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

Feb 6, 2025Filed 33 days later

Member

Ford Motor Company Common StockFStocks (including ADRs) [ST]

Purchase

$15,001 - $50,000

Notified Mar 10, 2025New

Disclosed 33 days after the trade. F closed at $9.26 on Feb 6, 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 tradeFeb 7, 2025	Feb 7, 2025	$9.24	−0.22%	−$70 loss
Day of disclosureMar 11, 2025	Mar 11, 2025	$9.69	+4.64%	+$1,509 gain
30 days afterMar 10, 2025	Mar 10, 2025	$9.96	+7.56%	+$2,457 gain
90 days afterMay 7, 2025	May 7, 2025	$10.28	+11.0%	+$3,580 gain
Latest closeOct 20, 2026	Oct 20, 2026	$12.15	+31.2%	+$10,143 gain

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

Feb 13, 2025Filed 26 days later

Member

Ford Motor Company Common StockFStocks (including ADRs) [ST]

Purchase

$15,001 - $50,000

Notified Mar 10, 2025New

Disclosed 26 days after the trade. F closed at $9.35 on Feb 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 tradeFeb 14, 2025	Feb 14, 2025	$9.48	+1.39%	+$452 gain
Day of disclosureMar 11, 2025	Mar 11, 2025	$9.69	+3.64%	+$1,182 gain
30 days afterMar 17, 2025	Mar 17, 2025	$9.92	+6.10%	+$1,981 gain
90 days afterMay 14, 2025	May 14, 2025	$10.65	+13.9%	+$4,519 gain
Latest closeOct 20, 2026	Oct 20, 2026	$12.15	+29.9%	+$9,733 gain

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

Feb 20, 2025Filed 19 days later

Member

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

Sale

$1,001 - $15,000

Notified Mar 10, 2025New

Disclosed 19 days after the trade. GD closed at $246.20 on Feb 20, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeFeb 21, 2025	Feb 21, 2025	$243.06	−1.28%	$102 loss avoided
Day of disclosureMar 11, 2025	Mar 11, 2025	$264.12	+7.28%	$582 gain missed
30 days afterMar 24, 2025	Mar 24, 2025	$265.88	+7.99%	$640 gain missed
90 days afterMay 21, 2025	May 21, 2025	$277.70	+12.8%	$1,024 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$344.44	+39.9%	$3,193 gain missed

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

Feb 4, 2025Filed 35 days later

Member

Harley-Davidson, Inc. Common StockHOGStocks (including ADRs) [ST]

Purchase

$50,001 - $100,000

Notified Mar 10, 2025New

Disclosed 35 days after the trade. HOG closed at $26.82 on Feb 4, 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 tradeFeb 5, 2025	Feb 5, 2025	$26.40	−1.57%	−$1,175 loss
Day of disclosureMar 11, 2025	Mar 11, 2025	$25.96	−3.21%	−$2,405 loss
30 days afterMar 6, 2025	Mar 6, 2025	$25.46	−5.07%	−$3,803 loss
90 days afterMay 5, 2025	May 5, 2025	$23.78	−11.3%	−$8,501 loss
Latest closeOct 20, 2026	Oct 20, 2026	$27.19	+1.38%	+$1,035 gain

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

Feb 6, 2025Filed 33 days later

Member

Harley-Davidson, Inc. Common StockHOGStocks (including ADRs) [ST]

Purchase

$100,001 - $250,000

Notified Mar 10, 2025New

Disclosed 33 days after the trade. HOG closed at $26.72 on Feb 6, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $175,001 bought
Day after the tradeFeb 7, 2025	Feb 7, 2025	$26.82	+0.37%	+$655 gain
Day of disclosureMar 11, 2025	Mar 11, 2025	$25.96	−2.84%	−$4,978 loss
30 days afterMar 10, 2025	Mar 10, 2025	$27.14	+1.57%	+$2,751 gain
90 days afterMay 7, 2025	May 7, 2025	$22.98	−14.0%	−$24,495 loss
Latest closeOct 20, 2026	Oct 20, 2026	$27.19	+1.76%	+$3,078 gain

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

Feb 5, 2025Filed 34 days later

Member

Harley-Davidson, Inc. Common StockHOGStocks (including ADRs) [ST]

Sale

$100,001 - $250,000

Notified Mar 10, 2025New

Disclosed 34 days after the trade. HOG closed at $26.40 on Feb 5, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $175,001 sold
Day after the tradeFeb 6, 2025	Feb 6, 2025	$26.72	+1.21%	$2,121 gain missed
Day of disclosureMar 11, 2025	Mar 11, 2025	$25.96	−1.67%	$2,917 loss avoided
30 days afterMar 7, 2025	Mar 7, 2025	$26.09	−1.17%	$2,055 loss avoided
90 days afterMay 6, 2025	May 6, 2025	$23.31	−11.7%	$20,483 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$27.19	+2.99%	$5,237 gain missed

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

Feb 12, 2025Filed 27 days later

Member

Harley-Davidson, Inc. Common StockHOGStocks (including ADRs) [ST]

Sale

$50,001 - $100,000

Notified Mar 10, 2025New

Disclosed 27 days after the trade. HOG closed at $26.11 on Feb 12, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $75,001 sold
Day after the tradeFeb 13, 2025	Feb 13, 2025	$25.89	−0.84%	$632 loss avoided
Day of disclosureMar 11, 2025	Mar 11, 2025	$25.96	−0.57%	$431 loss avoided
30 days afterMar 14, 2025	Mar 14, 2025	$24.56	−5.94%	$4,452 loss avoided
90 days afterMay 13, 2025	May 13, 2025	$25.00	−4.25%	$3,188 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$27.19	+4.14%	$3,102 gain missed

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

Feb 12, 2025Filed 27 days later

Member

Harley-Davidson, Inc. Common StockHOGStocks (including ADRs) [ST]

Purchase

$50,001 - $100,000

Notified Mar 10, 2025New

Disclosed 27 days after the trade. HOG closed at $26.11 on Feb 12, 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 tradeFeb 13, 2025	Feb 13, 2025	$25.89	−0.84%	−$632 loss
Day of disclosureMar 11, 2025	Mar 11, 2025	$25.96	−0.57%	−$431 loss
30 days afterMar 14, 2025	Mar 14, 2025	$24.56	−5.94%	−$4,452 loss
90 days afterMay 13, 2025	May 13, 2025	$25.00	−4.25%	−$3,188 loss
Latest closeOct 20, 2026	Oct 20, 2026	$27.19	+4.14%	+$3,102 gain

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

Feb 10, 2025Filed 29 days later

Member

Harley-Davidson, Inc. Common StockHOGStocks (including ADRs) [ST]

Sale

$100,001 - $250,000

Notified Mar 10, 2025New

Disclosed 29 days after the trade. HOG closed at $25.77 on Feb 10, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $175,001 sold
Day after the tradeFeb 11, 2025	Feb 11, 2025	$26.23	+1.79%	$3,124 gain missed
Day of disclosureMar 11, 2025	Mar 11, 2025	$25.96	+0.74%	$1,290 gain missed
30 days afterMar 12, 2025	Mar 12, 2025	$24.48	−5.01%	$8,760 loss avoided
90 days afterMay 12, 2025	May 12, 2025	$24.85	−3.57%	$6,248 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$27.19	+5.51%	$9,643 gain missed

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

Feb 21, 2025Filed 18 days later

Member

Rockwell Automation, Inc. Common StockROKStocks (including ADRs) [ST]

Sale

$15,001 - $50,000

Notified Mar 10, 2025New

Disclosed 18 days after the trade. ROK closed at $295.22 on Feb 21, 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 tradeFeb 24, 2025	Feb 24, 2025	$292.63	−0.88%	$285 loss avoided
Day of disclosureMar 11, 2025	Mar 11, 2025	$265.15	−10.2%	$3,310 loss avoided
30 days afterMar 24, 2025	Mar 24, 2025	$267.96	−9.23%	$3,001 loss avoided
90 days afterMay 22, 2025	May 22, 2025	$306.30	+3.75%	$1,220 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$427.77	+44.9%	$14,593 gain missed

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

Feb 4, 2025Filed 35 days later

Member

SIMCORP A/S UN/ADRSMCYYStocks (including ADRs) [ST]

Purchase

$15,001 - $50,000

Notified Mar 10, 2025New

No prices found

Feb 6, 2025Filed 33 days later

Member

SIMCORP A/S UN/ADRSMCYYStocks (including ADRs) [ST]

Sale

$100,001 - $250,000

Notified Mar 10, 2025New

No prices found

Feb 4, 2025Filed 35 days later

Member

Yieldmax Smci Optn Inc Strg ETF - SMCYOther [OT]EFTLocation: US

Purchase

$15,001 - $50,000

Notified Mar 10, 2025New

No ticker reported

Feb 6, 2025Filed 33 days later

Member

Yieldmax Smci Optn Inc Strg ETF - SMCYOther [OT]ETFLocation: US

Sale

$100,001 - $250,000

Notified Mar 10, 2025New

No ticker reported