Tommy Tuberville

Senator · AL · R

Current term Jan 3, 2021 – Jan 3, 2027 · In the Senate since Jan 3, 2021

Official website Contact form Biographical Directory

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

Disclosed trades

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

← Senate chamber

Tommy Tuberville

Senator · AL · R

Current term Jan 3, 2021 – Jan 3, 2027 · In the Senate since Jan 3, 2021

Official website Contact form Biographical Directory

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

Disclosed trades

Reports filed since Jan 1, 2025 with the Senate Office of Public Records (eFD), last checked Oct 23, 2026. Filings are linked to this member by the seat or chamber they held on the filing date and their name.

176 reported transactions in 9 electronically filed reports; latest filed Aug 5, 2026.

Periodic Transaction Report · filed Aug 5, 2026 · Amendment 2 of the report dated Nov 15, 2024 · Senate eFD

View original filing

Adobe Inc. - Common StockADBE

Stock

Transaction date: Oct 29, 2024Amendment filed 645 days later
Type: Sale
Amount (as reported): $15,001 - $50,000
Owner: Joint

Disclosed 645 days after the trade. ADBE closed at $485.39 on Oct 29, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 sold
Day after the tradeOct 30, 2024	Oct 30, 2024	$486.68	+0.27%	$86 gain missed
Day of disclosureAug 5, 2026	Aug 5, 2026	$259.32	−46.6%	$15,137 loss avoided
30 days afterNov 29, 2024	Nov 29, 2024	$515.93	+6.29%	$2,045 gain missed
90 days afterJan 27, 2025	Jan 27, 2025	$438.60	−9.64%	$3,133 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$256.73	−47.1%	$15,311 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.

Apple Inc. - Common StockAAPL

Stock

Transaction date: Oct 29, 2024Amendment filed 645 days later
Type: Partial sale
Amount (as reported): $15,001 - $50,000
Owner: Joint

Disclosed 645 days after the trade. AAPL closed at $233.67 on Oct 29, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 sold
Day after the tradeOct 30, 2024	Oct 30, 2024	$230.10	−1.53%	$497 loss avoided
Day of disclosureAug 5, 2026	Aug 5, 2026	$311.00	+33.1%	$10,756 gain missed
30 days afterNov 29, 2024	Nov 29, 2024	$237.33	+1.57%	$509 gain missed
90 days afterJan 27, 2025	Jan 27, 2025	$229.86	−1.63%	$530 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$339.50	+45.3%	$14,720 gain missed

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

Corteva, Inc. Common StockCTVA

Stock

Transaction date: Oct 29, 2024Amendment filed 645 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 645 days after the trade. CTVA closed at $60.79 on Oct 29, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeOct 30, 2024	Oct 30, 2024	$61.57	+1.28%	$103 gain missed
Day of disclosureAug 5, 2026	Aug 5, 2026	$78.67	+29.4%	$2,353 gain missed
30 days afterNov 29, 2024	Nov 29, 2024	$62.07	+2.11%	$168 gain missed
90 days afterJan 27, 2025	Jan 27, 2025	$64.47	+6.05%	$484 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$12.90	−78.8%	$6,303 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.

Honeywell International Inc. - Common StockHON

Stock

Transaction date: Oct 29, 2024Amendment filed 645 days later
Type: Sale
Amount (as reported): $15,001 - $50,000
Owner: Joint

Disclosed 645 days after the trade. HON closed at $203.61 on Oct 29, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 sold
Day after the tradeOct 30, 2024	Oct 30, 2024	$201.85	−0.86%	$281 loss avoided
Day of disclosureAug 5, 2026	Aug 5, 2026	$248.12	+21.9%	$7,106 gain missed
30 days afterNov 29, 2024	Nov 29, 2024	$230.24	+13.1%	$4,252 gain missed
90 days afterJan 27, 2025	Jan 27, 2025	$223.11	+9.58%	$3,113 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$213.32	+4.77%	$1,551 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.

Johnson & Johnson Common StockJNJ

Stock

Transaction date: Oct 29, 2024Amendment filed 645 days later
Type: Sale
Amount (as reported): $15,001 - $50,000
Owner: Joint

Disclosed 645 days after the trade. JNJ closed at $160.09 on Oct 29, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 sold
Day after the tradeOct 30, 2024	Oct 30, 2024	$160.61	+0.32%	$106 gain missed
Day of disclosureAug 5, 2026	Aug 5, 2026	$257.59	+60.9%	$19,794 gain missed
30 days afterNov 29, 2024	Nov 29, 2024	$155.01	−3.17%	$1,031 loss avoided
90 days afterJan 27, 2025	Jan 27, 2025	$152.89	−4.50%	$1,462 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$259.36	+62.0%	$20,154 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.

Kimberly-Clark Corporation Common StockKMB

Stock

Transaction date: Oct 29, 2024Amendment filed 645 days later
Type: Sale
Amount (as reported): $15,001 - $50,000
Owner: Joint

Disclosed 645 days after the trade. KMB closed at $134.51 on Oct 29, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 sold
Day after the tradeOct 30, 2024	Oct 30, 2024	$134.41	−0.07%	$24 loss avoided
Day of disclosureAug 5, 2026	Aug 5, 2026	$112.37	−16.5%	$5,350 loss avoided
30 days afterNov 29, 2024	Nov 29, 2024	$139.35	+3.60%	$1,169 gain missed
90 days afterJan 27, 2025	Jan 27, 2025	$131.41	−2.30%	$749 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$108.33	−19.5%	$6,326 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.

McDonald's Corporation Common StockMCD

Stock

Transaction date: Oct 29, 2024Amendment filed 645 days later
Type: Sale
Amount (as reported): $15,001 - $50,000
Owner: Joint

Disclosed 645 days after the trade. MCD closed at $295.00 on Oct 29, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 sold
Day after the tradeOct 30, 2024	Oct 30, 2024	$291.52	−1.18%	$383 loss avoided
Day of disclosureAug 5, 2026	Aug 5, 2026	$274.00	−7.12%	$2,314 loss avoided
30 days afterNov 29, 2024	Nov 29, 2024	$296.01	+0.34%	$111 gain missed
90 days afterJan 27, 2025	Jan 27, 2025	$293.09	−0.65%	$210 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$246.52	−16.4%	$5,341 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.

Microsoft Corporation - Common StockMSFT

Stock

Transaction date: Oct 29, 2024Amendment filed 645 days later
Type: Partial sale
Amount (as reported): $15,001 - $50,000
Owner: Joint

Disclosed 645 days after the trade. MSFT closed at $431.95 on Oct 29, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 sold
Day after the tradeOct 30, 2024	Oct 30, 2024	$432.53	+0.13%	$44 gain missed
Day of disclosureAug 5, 2026	Aug 5, 2026	$487.46	+12.9%	$4,177 gain missed
30 days afterNov 29, 2024	Nov 29, 2024	$423.46	−1.97%	$639 loss avoided
90 days afterJan 27, 2025	Jan 27, 2025	$434.56	+0.60%	$196 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$531.87	+23.1%	$7,518 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.

Nestle ADR
Stock
Transaction date
Oct 29, 2024Amendment filed 645 days later
Type
Sale
Amount (as reported)
$15,001 - $50,000
Owner
Joint
No ticker reported
Otis Worldwide Corporation Common Stock
Stock
Transaction date
Oct 29, 2024Amendment filed 645 days later
Type
Sale
Amount (as reported)
$1,001 - $15,000
Owner
Joint
No ticker reported

Owens Corning Inc Common Stock NewOC

Stock

Transaction date: Oct 29, 2024Amendment filed 645 days later
Type: Partial sale
Amount (as reported): $15,001 - $50,000
Owner: Joint

Disclosed 645 days after the trade. OC closed at $180.96 on Oct 29, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 sold
Day after the tradeOct 30, 2024	Oct 30, 2024	$181.58	+0.34%	$111 gain missed
Day of disclosureAug 5, 2026	Aug 5, 2026	$152.47	−15.7%	$5,117 loss avoided
30 days afterNov 29, 2024	Nov 29, 2024	$205.62	+13.6%	$4,429 gain missed
90 days afterJan 27, 2025	Jan 27, 2025	$191.19	+5.65%	$1,837 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$111.81	−38.2%	$12,420 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.

The Travelers Companies, Inc. Common StockTRV

Stock

Transaction date: Oct 29, 2024Amendment filed 645 days later
Type: Sale
Amount (as reported): $15,001 - $50,000
Owner: Joint

Disclosed 645 days after the trade. TRV closed at $248.67 on Oct 29, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 sold
Day after the tradeOct 30, 2024	Oct 30, 2024	$250.09	+0.57%	$186 gain missed
Day of disclosureAug 5, 2026	Aug 5, 2026	$382.45	+53.8%	$17,485 gain missed
30 days afterNov 29, 2024	Nov 29, 2024	$266.04	+6.99%	$2,270 gain missed
90 days afterJan 27, 2025	Jan 27, 2025	$251.01	+0.94%	$306 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$395.73	+59.1%	$19,221 gain missed

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

Transaction date

Owner

Asset

Type

Amount (as reported)

Prices

Oct 29, 2024Amendment filed 645 days later

Joint

Adobe Inc. - Common StockADBEStock

Sale

$15,001 - $50,000

Disclosed 645 days after the trade. ADBE closed at $485.39 on Oct 29, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 sold
Day after the tradeOct 30, 2024	Oct 30, 2024	$486.68	+0.27%	$86 gain missed
Day of disclosureAug 5, 2026	Aug 5, 2026	$259.32	−46.6%	$15,137 loss avoided
30 days afterNov 29, 2024	Nov 29, 2024	$515.93	+6.29%	$2,045 gain missed
90 days afterJan 27, 2025	Jan 27, 2025	$438.60	−9.64%	$3,133 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$256.73	−47.1%	$15,311 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 29, 2024Amendment filed 645 days later

Joint

Apple Inc. - Common StockAAPLStock

Partial sale

$15,001 - $50,000

Disclosed 645 days after the trade. AAPL closed at $233.67 on Oct 29, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 sold
Day after the tradeOct 30, 2024	Oct 30, 2024	$230.10	−1.53%	$497 loss avoided
Day of disclosureAug 5, 2026	Aug 5, 2026	$311.00	+33.1%	$10,756 gain missed
30 days afterNov 29, 2024	Nov 29, 2024	$237.33	+1.57%	$509 gain missed
90 days afterJan 27, 2025	Jan 27, 2025	$229.86	−1.63%	$530 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$339.50	+45.3%	$14,720 gain missed

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

Oct 29, 2024Amendment filed 645 days later

Joint

Corteva, Inc. Common StockCTVAStock

Sale

$1,001 - $15,000

Disclosed 645 days after the trade. CTVA closed at $60.79 on Oct 29, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeOct 30, 2024	Oct 30, 2024	$61.57	+1.28%	$103 gain missed
Day of disclosureAug 5, 2026	Aug 5, 2026	$78.67	+29.4%	$2,353 gain missed
30 days afterNov 29, 2024	Nov 29, 2024	$62.07	+2.11%	$168 gain missed
90 days afterJan 27, 2025	Jan 27, 2025	$64.47	+6.05%	$484 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$12.90	−78.8%	$6,303 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 29, 2024Amendment filed 645 days later

Joint

Honeywell International Inc. - Common StockHON

Disclosed 645 days after the trade. HON closed at $203.61 on Oct 29, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 sold
Day after the tradeOct 30, 2024	Oct 30, 2024	$201.85	−0.86%	$281 loss avoided
Day of disclosureAug 5, 2026	Aug 5, 2026	$248.12	+21.9%	$7,106 gain missed
30 days afterNov 29, 2024	Nov 29, 2024	$230.24	+13.1%	$4,252 gain missed
90 days afterJan 27, 2025	Jan 27, 2025	$223.11	+9.58%	$3,113 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$213.32	+4.77%	$1,551 gain missed

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

Periodic Transaction Report · filed Aug 5, 2026 · Amendment 1 of the report dated May 15, 2025 · Senate eFD

View original filing

Bristol-Myers Squibb CompanyBMY

Stock

Transaction date: Apr 15, 2025Amendment filed 477 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member

Disclosed 477 days after the trade. BMY closed at $50.00 on Apr 15, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeApr 16, 2025	Apr 16, 2025	$49.36	−1.28%	$102 loss avoided
Day of disclosureAug 5, 2026	Aug 5, 2026	$63.63	+27.3%	$2,181 gain missed
30 days afterMay 15, 2025	May 15, 2025	$45.81	−8.38%	$670 loss avoided
90 days afterJul 14, 2025	Jul 14, 2025	$47.34	−5.32%	$426 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$61.68	+23.4%	$1,869 gain missed

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

Paypal HoldingsPYPL

Stock

Transaction date: Apr 15, 2025Amendment filed 477 days later
Type: Sale
Amount (as reported): $15,001 - $50,000
Owner: Member

Disclosed 477 days after the trade. PYPL closed at $62.00 on Apr 15, 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 tradeApr 16, 2025	Apr 16, 2025	$60.24	−2.84%	$923 loss avoided
Day of disclosureAug 5, 2026	Aug 5, 2026	$57.93	−6.56%	$2,134 loss avoided
30 days afterMay 15, 2025	May 15, 2025	$71.57	+15.4%	$5,017 gain missed
90 days afterJul 14, 2025	Jul 14, 2025	$73.89	+19.2%	$6,233 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$57.14	−7.84%	$2,548 loss avoided

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

Periodic Transaction Report · filed Aug 5, 2026 · Amendment 1 of the report dated Jun 14, 2024 · Senate eFD
View original filing
- Ark Innovation ETFARKK
  Stock Option
  Option Type: Call Strike price: $51.00 Expires: 12/20/2024
  Transaction date
  May 7, 2024Amendment filed 820 days later
  Type
  Purchase
  Amount (as reported)
  $1,001 - $15,000
  Owner
  Joint
  Options are not priced
- Ark Innovation ETFARKK
  Stock Option
  Option Type: Put Strike price: $45.00 Expires: 09/20/2024
  Transaction date
  May 10, 2024Amendment filed 817 days later
  Type
  Purchase
  Amount (as reported)
  $1,001 - $15,000
  Owner
  Joint
  Options are not priced
- S&P Biotech SPDRXBI
  Stock Option
  Option Type: Call Strike price: $100.00 Expires: 10/18/2024

Periodic Transaction Report · filed Aug 5, 2026 · Amendment 1 of the report dated Nov 15, 2025 · Senate eFD

View original filing

Pepsico IncPEP

Stock

Transaction date: Oct 7, 2025Amendment filed 302 days later
Type: Sale
Amount (as reported): $15,001 - $50,000
Owner: Joint

Disclosed 302 days after the trade. PEP closed at $140.79 on Oct 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 sold
Day after the tradeOct 8, 2025	Oct 8, 2025	$138.84	−1.39%	$450 loss avoided
Day of disclosureAug 5, 2026	Aug 5, 2026	$138.78	−1.43%	$464 loss avoided
30 days afterNov 6, 2025	Nov 6, 2025	$141.58	+0.56%	$182 gain missed
90 days afterJan 5, 2026	Jan 5, 2026	$139.92	−0.62%	$201 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$134.02	−4.81%	$1,563 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.

Owens Corning IncOC

Stock

Transaction date: Oct 7, 2025Amendment filed 302 days later
Type: Sale
Amount (as reported): $15,001 - $50,000
Owner: Joint

Disclosed 302 days after the trade. OC closed at $133.38 on Oct 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 sold
Day after the tradeOct 8, 2025	Oct 8, 2025	$133.84	+0.34%	$112 gain missed
Day of disclosureAug 5, 2026	Aug 5, 2026	$152.47	+14.3%	$4,652 gain missed
30 days afterNov 6, 2025	Nov 6, 2025	$104.94	−21.3%	$6,930 loss avoided
90 days afterJan 5, 2026	Jan 5, 2026	$113.66	−14.8%	$4,805 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$111.81	−16.2%	$5,256 loss avoided

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

Periodic Transaction Report · filed Aug 5, 2026 · Amendment 1 of the report dated Sep 13, 2024 · Senate eFD

View original filing

Apple Inc. - Common StockAAPL

Stock

Transaction date: Aug 26, 2024Amendment filed 709 days later
Type: Partial sale
Amount (as reported): $15,001 - $50,000
Owner: Member

Disclosed 709 days after the trade. AAPL closed at $227.18 on Aug 26, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 sold
Day after the tradeAug 27, 2024	Aug 27, 2024	$228.03	+0.37%	$122 gain missed
Day of disclosureAug 5, 2026	Aug 5, 2026	$311.00	+36.9%	$11,992 gain missed
30 days afterSep 25, 2024	Sep 25, 2024	$226.37	−0.36%	$116 loss avoided
90 days afterNov 25, 2024	Nov 25, 2024	$232.87	+2.50%	$814 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$339.50	+49.4%	$16,069 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.

Medtronic plc. Ordinary SharesMDT

Stock

Transaction date: Aug 26, 2024Amendment filed 709 days later
Type: Sale
Amount (as reported): $15,001 - $50,000
Owner: Joint

Disclosed 709 days after the trade. MDT closed at $89.34 on Aug 26, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 sold
Day after the tradeAug 27, 2024	Aug 27, 2024	$88.80	−0.60%	$196 loss avoided
Day of disclosureAug 5, 2026	Aug 5, 2026	$85.99	−3.75%	$1,219 loss avoided
30 days afterSep 25, 2024	Sep 25, 2024	$89.39	+0.06%	$18 gain missed
90 days afterNov 25, 2024	Nov 25, 2024	$85.75	−4.02%	$1,306 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$94.63	+5.92%	$1,924 gain missed

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

Periodic Transaction Report · filed Aug 5, 2026 · Amendment 1 of the report dated Apr 15, 2024 · Senate eFD
View original filing
- Walgreens Boots Alliance, Inc. - Common StockWBA
  Stock
  Transaction date
  Mar 21, 2024Amendment filed 867 days later
  Type
  Purchase
  Amount (as reported)
  $15,001 - $50,000
  Owner
  Joint
  No prices found
- Paramount Global - Class B Common StockPARA
  Stock
  Transaction date
  Mar 21, 2024Amendment filed 867 days later
  Type
  Purchase
  Amount (as reported)
  $15,001 - $50,000
  Owner
  Joint
  No prices found
- ROLLS-ROYCE HOLDINGS PLC SPONSORED ADR
  Stock
  Transaction date
  Mar 21, 2024Amendment filed 867 days later
  Type
  Purchase
  Amount (as reported)
  $1,001 - $15,000

Periodic Transaction Report · filed Aug 5, 2026 · Amendment 1 of the report dated Jan 15, 2026 · Senate eFD

View original filing

SPDR Select Sector Fund - UtilitiesXLU

Stock

Transaction date: Dec 17, 2025Amendment filed 231 days later
Type: Purchase
Amount (as reported): $15,001 - $50,000
Owner: Member

Disclosed 231 days after the trade. XLU closed at $42.76 on Dec 17, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeDec 18, 2025	Dec 18, 2025	$43.18	+0.98%	+$319 gain
Day of disclosureAug 5, 2026	Aug 5, 2026	$43.66	+2.10%	+$684 gain
30 days afterJan 16, 2026	Jan 16, 2026	$43.39	+1.47%	+$479 gain
90 days afterMar 17, 2026	Mar 17, 2026	$47.13	+10.2%	+$3,322 gain
Latest closeOct 20, 2026	Oct 20, 2026	$41.88	−2.06%	−$669 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.

SPDR Select Sector Fund - Consumer StaplesXLP

Stock

Transaction date: Dec 17, 2025Amendment filed 231 days later
Type: Purchase
Amount (as reported): $15,001 - $50,000
Owner: Member

Disclosed 231 days after the trade. XLP closed at $79.65 on Dec 17, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeDec 18, 2025	Dec 18, 2025	$79.19	−0.58%	−$188 loss
Day of disclosureAug 5, 2026	Aug 5, 2026	$85.33	+7.13%	+$2,318 gain
30 days afterJan 16, 2026	Jan 16, 2026	$82.11	+3.09%	+$1,004 gain
90 days afterMar 17, 2026	Mar 17, 2026	$84.70	+6.34%	+$2,061 gain
Latest closeOct 20, 2026	Oct 20, 2026	$87.75	+10.2%	+$3,305 gain

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

Periodic Transaction Report · filed Aug 5, 2026 · Amendment 1 of the report dated Nov 15, 2024 · Senate eFD

View original filing

Superseded by a later amendment; shown for the record.

Adobe Inc. - Common StockADBE

Stock

Transaction date: Oct 29, 2024Amendment filed 645 days later
Type: Sale
Amount (as reported): $15,001 - $50,000
Owner: Joint

Disclosed 645 days after the trade. ADBE closed at $485.39 on Oct 29, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 sold
Day after the tradeOct 30, 2024	Oct 30, 2024	$486.68	+0.27%	$86 gain missed
Day of disclosureAug 5, 2026	Aug 5, 2026	$259.32	−46.6%	$15,137 loss avoided
30 days afterNov 29, 2024	Nov 29, 2024	$515.93	+6.29%	$2,045 gain missed
90 days afterJan 27, 2025	Jan 27, 2025	$438.60	−9.64%	$3,133 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$256.73	−47.1%	$15,311 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.

Apple Inc. - Common StockAAPL

Stock

Transaction date: Oct 29, 2024Amendment filed 645 days later
Type: Partial sale
Amount (as reported): $15,001 - $50,000
Owner: Joint

Disclosed 645 days after the trade. AAPL closed at $233.67 on Oct 29, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 sold
Day after the tradeOct 30, 2024	Oct 30, 2024	$230.10	−1.53%	$497 loss avoided
Day of disclosureAug 5, 2026	Aug 5, 2026	$311.00	+33.1%	$10,756 gain missed
30 days afterNov 29, 2024	Nov 29, 2024	$237.33	+1.57%	$509 gain missed
90 days afterJan 27, 2025	Jan 27, 2025	$229.86	−1.63%	$530 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$339.50	+45.3%	$14,720 gain missed

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

Periodic Transaction Report · filed Aug 5, 2026 · Amendment 1 of the report dated Feb 14, 2025 · Senate eFD

View original filing

Tractor Supply CompanyTSCO

Stock

Transaction date: Jan 10, 2025Amendment filed 572 days later
Type: Sale
Amount (as reported): $15,001 - $50,000
Owner: Joint

Disclosed 572 days after the trade. TSCO closed at $54.59 on Jan 10, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 sold
Day after the tradeJan 13, 2025	Jan 13, 2025	$54.57	−0.04%	$12 loss avoided
Day of disclosureAug 5, 2026	Aug 5, 2026	$33.41	−38.8%	$12,610 loss avoided
30 days afterFeb 10, 2025	Feb 10, 2025	$54.43	−0.29%	$95 loss avoided
90 days afterApr 10, 2025	Apr 10, 2025	$51.32	−5.99%	$1,947 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$32.91	−39.7%	$12,908 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.

Carrier Global CorpCARR

Stock

Transaction date: Jan 10, 2025Amendment filed 572 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 572 days after the trade. CARR closed at $66.51 on Jan 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 tradeJan 13, 2025	Jan 13, 2025	$67.11	+0.90%	$72 gain missed
Day of disclosureAug 5, 2026	Aug 5, 2026	$65.43	−1.62%	$130 loss avoided
30 days afterFeb 10, 2025	Feb 10, 2025	$66.23	−0.42%	$34 loss avoided
90 days afterApr 10, 2025	Apr 10, 2025	$59.05	−11.2%	$897 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$56.17	−15.5%	$1,244 loss avoided

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

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

View original filing

Westinghouse Air Brake Technologies Corporation Common StockWAB

Stock

Transaction date: Jun 9, 2026Filed 37 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member

Disclosed 37 days after the trade. WAB closed at $262.09 on Jun 11, 2026 (the first session on or after the trade date); 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 tradeJun 11, 2026	Jun 11, 2026	$262.09	0.00%	$0
Day of disclosureJul 16, 2026	Jul 16, 2026	$263.89	+0.69%	$55 gain missed
30 days afterJul 9, 2026	Jul 9, 2026	$259.77	−0.89%	$71 loss avoided
90 days afterSep 8, 2026	Sep 8, 2026	$284.45	+8.53%	$683 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$283.43	+8.14%	$651 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.

ACN - Accenture plc Class A Ordinary Shares (Ireland)
Stock
Transaction date
Jun 8, 2026Filed 38 days later
Type
Sale
Amount (as reported)
$1,001 - $15,000
Owner
Joint
No ticker reported
American Water Works Company, Inc. Common StockAWK
Stock

176 reported transactions in 9 electronically filed reports; latest filed Aug 5, 2026.

Periodic Transaction Report · filed Aug 5, 2026 · Amendment 2 of the report dated Nov 15, 2024 · Senate eFD

View original filing

Adobe Inc. - Common StockADBE

Stock

Transaction date: Oct 29, 2024Amendment filed 645 days later
Type: Sale
Amount (as reported): $15,001 - $50,000
Owner: Joint

Disclosed 645 days after the trade. ADBE closed at $485.39 on Oct 29, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 sold
Day after the tradeOct 30, 2024	Oct 30, 2024	$486.68	+0.27%	$86 gain missed
Day of disclosureAug 5, 2026	Aug 5, 2026	$259.32	−46.6%	$15,137 loss avoided
30 days afterNov 29, 2024	Nov 29, 2024	$515.93	+6.29%	$2,045 gain missed
90 days afterJan 27, 2025	Jan 27, 2025	$438.60	−9.64%	$3,133 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$256.73	−47.1%	$15,311 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.

Apple Inc. - Common StockAAPL

Stock

Transaction date: Oct 29, 2024Amendment filed 645 days later
Type: Partial sale
Amount (as reported): $15,001 - $50,000
Owner: Joint

Disclosed 645 days after the trade. AAPL closed at $233.67 on Oct 29, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 sold
Day after the tradeOct 30, 2024	Oct 30, 2024	$230.10	−1.53%	$497 loss avoided
Day of disclosureAug 5, 2026	Aug 5, 2026	$311.00	+33.1%	$10,756 gain missed
30 days afterNov 29, 2024	Nov 29, 2024	$237.33	+1.57%	$509 gain missed
90 days afterJan 27, 2025	Jan 27, 2025	$229.86	−1.63%	$530 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$339.50	+45.3%	$14,720 gain missed

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

Corteva, Inc. Common StockCTVA

Stock

Transaction date: Oct 29, 2024Amendment filed 645 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 645 days after the trade. CTVA closed at $60.79 on Oct 29, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeOct 30, 2024	Oct 30, 2024	$61.57	+1.28%	$103 gain missed
Day of disclosureAug 5, 2026	Aug 5, 2026	$78.67	+29.4%	$2,353 gain missed
30 days afterNov 29, 2024	Nov 29, 2024	$62.07	+2.11%	$168 gain missed
90 days afterJan 27, 2025	Jan 27, 2025	$64.47	+6.05%	$484 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$12.90	−78.8%	$6,303 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.

Honeywell International Inc. - Common StockHON

Stock

Transaction date: Oct 29, 2024Amendment filed 645 days later
Type: Sale
Amount (as reported): $15,001 - $50,000
Owner: Joint

Disclosed 645 days after the trade. HON closed at $203.61 on Oct 29, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 sold
Day after the tradeOct 30, 2024	Oct 30, 2024	$201.85	−0.86%	$281 loss avoided
Day of disclosureAug 5, 2026	Aug 5, 2026	$248.12	+21.9%	$7,106 gain missed
30 days afterNov 29, 2024	Nov 29, 2024	$230.24	+13.1%	$4,252 gain missed
90 days afterJan 27, 2025	Jan 27, 2025	$223.11	+9.58%	$3,113 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$213.32	+4.77%	$1,551 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.

Johnson & Johnson Common StockJNJ

Stock

Transaction date: Oct 29, 2024Amendment filed 645 days later
Type: Sale
Amount (as reported): $15,001 - $50,000
Owner: Joint

Disclosed 645 days after the trade. JNJ closed at $160.09 on Oct 29, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 sold
Day after the tradeOct 30, 2024	Oct 30, 2024	$160.61	+0.32%	$106 gain missed
Day of disclosureAug 5, 2026	Aug 5, 2026	$257.59	+60.9%	$19,794 gain missed
30 days afterNov 29, 2024	Nov 29, 2024	$155.01	−3.17%	$1,031 loss avoided
90 days afterJan 27, 2025	Jan 27, 2025	$152.89	−4.50%	$1,462 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$259.36	+62.0%	$20,154 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.

Kimberly-Clark Corporation Common StockKMB

Stock

Transaction date: Oct 29, 2024Amendment filed 645 days later
Type: Sale
Amount (as reported): $15,001 - $50,000
Owner: Joint

Disclosed 645 days after the trade. KMB closed at $134.51 on Oct 29, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 sold
Day after the tradeOct 30, 2024	Oct 30, 2024	$134.41	−0.07%	$24 loss avoided
Day of disclosureAug 5, 2026	Aug 5, 2026	$112.37	−16.5%	$5,350 loss avoided
30 days afterNov 29, 2024	Nov 29, 2024	$139.35	+3.60%	$1,169 gain missed
90 days afterJan 27, 2025	Jan 27, 2025	$131.41	−2.30%	$749 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$108.33	−19.5%	$6,326 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.

McDonald's Corporation Common StockMCD

Stock

Transaction date: Oct 29, 2024Amendment filed 645 days later
Type: Sale
Amount (as reported): $15,001 - $50,000
Owner: Joint

Disclosed 645 days after the trade. MCD closed at $295.00 on Oct 29, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 sold
Day after the tradeOct 30, 2024	Oct 30, 2024	$291.52	−1.18%	$383 loss avoided
Day of disclosureAug 5, 2026	Aug 5, 2026	$274.00	−7.12%	$2,314 loss avoided
30 days afterNov 29, 2024	Nov 29, 2024	$296.01	+0.34%	$111 gain missed
90 days afterJan 27, 2025	Jan 27, 2025	$293.09	−0.65%	$210 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$246.52	−16.4%	$5,341 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.

Microsoft Corporation - Common StockMSFT

Stock

Transaction date: Oct 29, 2024Amendment filed 645 days later
Type: Partial sale
Amount (as reported): $15,001 - $50,000
Owner: Joint

Disclosed 645 days after the trade. MSFT closed at $431.95 on Oct 29, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 sold
Day after the tradeOct 30, 2024	Oct 30, 2024	$432.53	+0.13%	$44 gain missed
Day of disclosureAug 5, 2026	Aug 5, 2026	$487.46	+12.9%	$4,177 gain missed
30 days afterNov 29, 2024	Nov 29, 2024	$423.46	−1.97%	$639 loss avoided
90 days afterJan 27, 2025	Jan 27, 2025	$434.56	+0.60%	$196 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$531.87	+23.1%	$7,518 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.

Nestle ADR
Stock
Transaction date
Oct 29, 2024Amendment filed 645 days later
Type
Sale
Amount (as reported)
$15,001 - $50,000
Owner
Joint
No ticker reported
Otis Worldwide Corporation Common Stock
Stock
Transaction date
Oct 29, 2024Amendment filed 645 days later
Type
Sale
Amount (as reported)
$1,001 - $15,000
Owner
Joint
No ticker reported

Owens Corning Inc Common Stock NewOC

Stock

Transaction date: Oct 29, 2024Amendment filed 645 days later
Type: Partial sale
Amount (as reported): $15,001 - $50,000
Owner: Joint

Disclosed 645 days after the trade. OC closed at $180.96 on Oct 29, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 sold
Day after the tradeOct 30, 2024	Oct 30, 2024	$181.58	+0.34%	$111 gain missed
Day of disclosureAug 5, 2026	Aug 5, 2026	$152.47	−15.7%	$5,117 loss avoided
30 days afterNov 29, 2024	Nov 29, 2024	$205.62	+13.6%	$4,429 gain missed
90 days afterJan 27, 2025	Jan 27, 2025	$191.19	+5.65%	$1,837 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$111.81	−38.2%	$12,420 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.

The Travelers Companies, Inc. Common StockTRV

Stock

Transaction date: Oct 29, 2024Amendment filed 645 days later
Type: Sale
Amount (as reported): $15,001 - $50,000
Owner: Joint

Disclosed 645 days after the trade. TRV closed at $248.67 on Oct 29, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 sold
Day after the tradeOct 30, 2024	Oct 30, 2024	$250.09	+0.57%	$186 gain missed
Day of disclosureAug 5, 2026	Aug 5, 2026	$382.45	+53.8%	$17,485 gain missed
30 days afterNov 29, 2024	Nov 29, 2024	$266.04	+6.99%	$2,270 gain missed
90 days afterJan 27, 2025	Jan 27, 2025	$251.01	+0.94%	$306 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$395.73	+59.1%	$19,221 gain missed

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

Transaction date

Owner

Asset

Type

Amount (as reported)

Prices

Oct 29, 2024Amendment filed 645 days later

Joint

Adobe Inc. - Common StockADBEStock

Sale

$15,001 - $50,000

Disclosed 645 days after the trade. ADBE closed at $485.39 on Oct 29, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 sold
Day after the tradeOct 30, 2024	Oct 30, 2024	$486.68	+0.27%	$86 gain missed
Day of disclosureAug 5, 2026	Aug 5, 2026	$259.32	−46.6%	$15,137 loss avoided
30 days afterNov 29, 2024	Nov 29, 2024	$515.93	+6.29%	$2,045 gain missed
90 days afterJan 27, 2025	Jan 27, 2025	$438.60	−9.64%	$3,133 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$256.73	−47.1%	$15,311 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 29, 2024Amendment filed 645 days later

Joint

Apple Inc. - Common StockAAPLStock

Partial sale

$15,001 - $50,000

Disclosed 645 days after the trade. AAPL closed at $233.67 on Oct 29, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 sold
Day after the tradeOct 30, 2024	Oct 30, 2024	$230.10	−1.53%	$497 loss avoided
Day of disclosureAug 5, 2026	Aug 5, 2026	$311.00	+33.1%	$10,756 gain missed
30 days afterNov 29, 2024	Nov 29, 2024	$237.33	+1.57%	$509 gain missed
90 days afterJan 27, 2025	Jan 27, 2025	$229.86	−1.63%	$530 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$339.50	+45.3%	$14,720 gain missed

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

Oct 29, 2024Amendment filed 645 days later

Joint

Corteva, Inc. Common StockCTVAStock

Sale

$1,001 - $15,000

Disclosed 645 days after the trade. CTVA closed at $60.79 on Oct 29, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeOct 30, 2024	Oct 30, 2024	$61.57	+1.28%	$103 gain missed
Day of disclosureAug 5, 2026	Aug 5, 2026	$78.67	+29.4%	$2,353 gain missed
30 days afterNov 29, 2024	Nov 29, 2024	$62.07	+2.11%	$168 gain missed
90 days afterJan 27, 2025	Jan 27, 2025	$64.47	+6.05%	$484 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$12.90	−78.8%	$6,303 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 29, 2024Amendment filed 645 days later

Joint

Honeywell International Inc. - Common StockHON

Disclosed 645 days after the trade. HON closed at $203.61 on Oct 29, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 sold
Day after the tradeOct 30, 2024	Oct 30, 2024	$201.85	−0.86%	$281 loss avoided
Day of disclosureAug 5, 2026	Aug 5, 2026	$248.12	+21.9%	$7,106 gain missed
30 days afterNov 29, 2024	Nov 29, 2024	$230.24	+13.1%	$4,252 gain missed
90 days afterJan 27, 2025	Jan 27, 2025	$223.11	+9.58%	$3,113 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$213.32	+4.77%	$1,551 gain missed

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

Periodic Transaction Report · filed Aug 5, 2026 · Amendment 1 of the report dated May 15, 2025 · Senate eFD

View original filing

Bristol-Myers Squibb CompanyBMY

Stock

Transaction date: Apr 15, 2025Amendment filed 477 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member

Disclosed 477 days after the trade. BMY closed at $50.00 on Apr 15, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeApr 16, 2025	Apr 16, 2025	$49.36	−1.28%	$102 loss avoided
Day of disclosureAug 5, 2026	Aug 5, 2026	$63.63	+27.3%	$2,181 gain missed
30 days afterMay 15, 2025	May 15, 2025	$45.81	−8.38%	$670 loss avoided
90 days afterJul 14, 2025	Jul 14, 2025	$47.34	−5.32%	$426 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$61.68	+23.4%	$1,869 gain missed

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

Paypal HoldingsPYPL

Stock

Transaction date: Apr 15, 2025Amendment filed 477 days later
Type: Sale
Amount (as reported): $15,001 - $50,000
Owner: Member

Disclosed 477 days after the trade. PYPL closed at $62.00 on Apr 15, 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 tradeApr 16, 2025	Apr 16, 2025	$60.24	−2.84%	$923 loss avoided
Day of disclosureAug 5, 2026	Aug 5, 2026	$57.93	−6.56%	$2,134 loss avoided
30 days afterMay 15, 2025	May 15, 2025	$71.57	+15.4%	$5,017 gain missed
90 days afterJul 14, 2025	Jul 14, 2025	$73.89	+19.2%	$6,233 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$57.14	−7.84%	$2,548 loss avoided

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

Periodic Transaction Report · filed Aug 5, 2026 · Amendment 1 of the report dated Jun 14, 2024 · Senate eFD
View original filing
- Ark Innovation ETFARKK
  Stock Option
  Option Type: Call Strike price: $51.00 Expires: 12/20/2024
  Transaction date
  May 7, 2024Amendment filed 820 days later
  Type
  Purchase
  Amount (as reported)
  $1,001 - $15,000
  Owner
  Joint
  Options are not priced
- Ark Innovation ETFARKK
  Stock Option
  Option Type: Put Strike price: $45.00 Expires: 09/20/2024
  Transaction date
  May 10, 2024Amendment filed 817 days later
  Type
  Purchase
  Amount (as reported)
  $1,001 - $15,000
  Owner
  Joint
  Options are not priced
- S&P Biotech SPDRXBI
  Stock Option
  Option Type: Call Strike price: $100.00 Expires: 10/18/2024

Periodic Transaction Report · filed Aug 5, 2026 · Amendment 1 of the report dated Nov 15, 2025 · Senate eFD

View original filing

Pepsico IncPEP

Stock

Transaction date: Oct 7, 2025Amendment filed 302 days later
Type: Sale
Amount (as reported): $15,001 - $50,000
Owner: Joint

Disclosed 302 days after the trade. PEP closed at $140.79 on Oct 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 sold
Day after the tradeOct 8, 2025	Oct 8, 2025	$138.84	−1.39%	$450 loss avoided
Day of disclosureAug 5, 2026	Aug 5, 2026	$138.78	−1.43%	$464 loss avoided
30 days afterNov 6, 2025	Nov 6, 2025	$141.58	+0.56%	$182 gain missed
90 days afterJan 5, 2026	Jan 5, 2026	$139.92	−0.62%	$201 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$134.02	−4.81%	$1,563 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.

Owens Corning IncOC

Stock

Transaction date: Oct 7, 2025Amendment filed 302 days later
Type: Sale
Amount (as reported): $15,001 - $50,000
Owner: Joint

Disclosed 302 days after the trade. OC closed at $133.38 on Oct 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 sold
Day after the tradeOct 8, 2025	Oct 8, 2025	$133.84	+0.34%	$112 gain missed
Day of disclosureAug 5, 2026	Aug 5, 2026	$152.47	+14.3%	$4,652 gain missed
30 days afterNov 6, 2025	Nov 6, 2025	$104.94	−21.3%	$6,930 loss avoided
90 days afterJan 5, 2026	Jan 5, 2026	$113.66	−14.8%	$4,805 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$111.81	−16.2%	$5,256 loss avoided

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

Periodic Transaction Report · filed Aug 5, 2026 · Amendment 1 of the report dated Sep 13, 2024 · Senate eFD

View original filing

Apple Inc. - Common StockAAPL

Stock

Transaction date: Aug 26, 2024Amendment filed 709 days later
Type: Partial sale
Amount (as reported): $15,001 - $50,000
Owner: Member

Disclosed 709 days after the trade. AAPL closed at $227.18 on Aug 26, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 sold
Day after the tradeAug 27, 2024	Aug 27, 2024	$228.03	+0.37%	$122 gain missed
Day of disclosureAug 5, 2026	Aug 5, 2026	$311.00	+36.9%	$11,992 gain missed
30 days afterSep 25, 2024	Sep 25, 2024	$226.37	−0.36%	$116 loss avoided
90 days afterNov 25, 2024	Nov 25, 2024	$232.87	+2.50%	$814 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$339.50	+49.4%	$16,069 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.

Medtronic plc. Ordinary SharesMDT

Stock

Transaction date: Aug 26, 2024Amendment filed 709 days later
Type: Sale
Amount (as reported): $15,001 - $50,000
Owner: Joint

Disclosed 709 days after the trade. MDT closed at $89.34 on Aug 26, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 sold
Day after the tradeAug 27, 2024	Aug 27, 2024	$88.80	−0.60%	$196 loss avoided
Day of disclosureAug 5, 2026	Aug 5, 2026	$85.99	−3.75%	$1,219 loss avoided
30 days afterSep 25, 2024	Sep 25, 2024	$89.39	+0.06%	$18 gain missed
90 days afterNov 25, 2024	Nov 25, 2024	$85.75	−4.02%	$1,306 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$94.63	+5.92%	$1,924 gain missed

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

Periodic Transaction Report · filed Aug 5, 2026 · Amendment 1 of the report dated Apr 15, 2024 · Senate eFD
View original filing
- Walgreens Boots Alliance, Inc. - Common StockWBA
  Stock
  Transaction date
  Mar 21, 2024Amendment filed 867 days later
  Type
  Purchase
  Amount (as reported)
  $15,001 - $50,000
  Owner
  Joint
  No prices found
- Paramount Global - Class B Common StockPARA
  Stock
  Transaction date
  Mar 21, 2024Amendment filed 867 days later
  Type
  Purchase
  Amount (as reported)
  $15,001 - $50,000
  Owner
  Joint
  No prices found
- ROLLS-ROYCE HOLDINGS PLC SPONSORED ADR
  Stock
  Transaction date
  Mar 21, 2024Amendment filed 867 days later
  Type
  Purchase
  Amount (as reported)
  $1,001 - $15,000

Periodic Transaction Report · filed Aug 5, 2026 · Amendment 1 of the report dated Jan 15, 2026 · Senate eFD

View original filing

SPDR Select Sector Fund - UtilitiesXLU

Stock

Transaction date: Dec 17, 2025Amendment filed 231 days later
Type: Purchase
Amount (as reported): $15,001 - $50,000
Owner: Member

Disclosed 231 days after the trade. XLU closed at $42.76 on Dec 17, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeDec 18, 2025	Dec 18, 2025	$43.18	+0.98%	+$319 gain
Day of disclosureAug 5, 2026	Aug 5, 2026	$43.66	+2.10%	+$684 gain
30 days afterJan 16, 2026	Jan 16, 2026	$43.39	+1.47%	+$479 gain
90 days afterMar 17, 2026	Mar 17, 2026	$47.13	+10.2%	+$3,322 gain
Latest closeOct 20, 2026	Oct 20, 2026	$41.88	−2.06%	−$669 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.

SPDR Select Sector Fund - Consumer StaplesXLP

Stock

Transaction date: Dec 17, 2025Amendment filed 231 days later
Type: Purchase
Amount (as reported): $15,001 - $50,000
Owner: Member

Disclosed 231 days after the trade. XLP closed at $79.65 on Dec 17, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeDec 18, 2025	Dec 18, 2025	$79.19	−0.58%	−$188 loss
Day of disclosureAug 5, 2026	Aug 5, 2026	$85.33	+7.13%	+$2,318 gain
30 days afterJan 16, 2026	Jan 16, 2026	$82.11	+3.09%	+$1,004 gain
90 days afterMar 17, 2026	Mar 17, 2026	$84.70	+6.34%	+$2,061 gain
Latest closeOct 20, 2026	Oct 20, 2026	$87.75	+10.2%	+$3,305 gain

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

Periodic Transaction Report · filed Aug 5, 2026 · Amendment 1 of the report dated Nov 15, 2024 · Senate eFD

View original filing

Superseded by a later amendment; shown for the record.

Adobe Inc. - Common StockADBE

Stock

Transaction date: Oct 29, 2024Amendment filed 645 days later
Type: Sale
Amount (as reported): $15,001 - $50,000
Owner: Joint

Disclosed 645 days after the trade. ADBE closed at $485.39 on Oct 29, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 sold
Day after the tradeOct 30, 2024	Oct 30, 2024	$486.68	+0.27%	$86 gain missed
Day of disclosureAug 5, 2026	Aug 5, 2026	$259.32	−46.6%	$15,137 loss avoided
30 days afterNov 29, 2024	Nov 29, 2024	$515.93	+6.29%	$2,045 gain missed
90 days afterJan 27, 2025	Jan 27, 2025	$438.60	−9.64%	$3,133 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$256.73	−47.1%	$15,311 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.

Apple Inc. - Common StockAAPL

Stock

Transaction date: Oct 29, 2024Amendment filed 645 days later
Type: Partial sale
Amount (as reported): $15,001 - $50,000
Owner: Joint

Disclosed 645 days after the trade. AAPL closed at $233.67 on Oct 29, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 sold
Day after the tradeOct 30, 2024	Oct 30, 2024	$230.10	−1.53%	$497 loss avoided
Day of disclosureAug 5, 2026	Aug 5, 2026	$311.00	+33.1%	$10,756 gain missed
30 days afterNov 29, 2024	Nov 29, 2024	$237.33	+1.57%	$509 gain missed
90 days afterJan 27, 2025	Jan 27, 2025	$229.86	−1.63%	$530 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$339.50	+45.3%	$14,720 gain missed

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

Periodic Transaction Report · filed Aug 5, 2026 · Amendment 1 of the report dated Feb 14, 2025 · Senate eFD

View original filing

Tractor Supply CompanyTSCO

Stock

Transaction date: Jan 10, 2025Amendment filed 572 days later
Type: Sale
Amount (as reported): $15,001 - $50,000
Owner: Joint

Disclosed 572 days after the trade. TSCO closed at $54.59 on Jan 10, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 sold
Day after the tradeJan 13, 2025	Jan 13, 2025	$54.57	−0.04%	$12 loss avoided
Day of disclosureAug 5, 2026	Aug 5, 2026	$33.41	−38.8%	$12,610 loss avoided
30 days afterFeb 10, 2025	Feb 10, 2025	$54.43	−0.29%	$95 loss avoided
90 days afterApr 10, 2025	Apr 10, 2025	$51.32	−5.99%	$1,947 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$32.91	−39.7%	$12,908 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.

Carrier Global CorpCARR

Stock

Transaction date: Jan 10, 2025Amendment filed 572 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 572 days after the trade. CARR closed at $66.51 on Jan 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 tradeJan 13, 2025	Jan 13, 2025	$67.11	+0.90%	$72 gain missed
Day of disclosureAug 5, 2026	Aug 5, 2026	$65.43	−1.62%	$130 loss avoided
30 days afterFeb 10, 2025	Feb 10, 2025	$66.23	−0.42%	$34 loss avoided
90 days afterApr 10, 2025	Apr 10, 2025	$59.05	−11.2%	$897 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$56.17	−15.5%	$1,244 loss avoided

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

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

View original filing

Westinghouse Air Brake Technologies Corporation Common StockWAB

Stock

Transaction date: Jun 9, 2026Filed 37 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member

Disclosed 37 days after the trade. WAB closed at $262.09 on Jun 11, 2026 (the first session on or after the trade date); 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 tradeJun 11, 2026	Jun 11, 2026	$262.09	0.00%	$0
Day of disclosureJul 16, 2026	Jul 16, 2026	$263.89	+0.69%	$55 gain missed
30 days afterJul 9, 2026	Jul 9, 2026	$259.77	−0.89%	$71 loss avoided
90 days afterSep 8, 2026	Sep 8, 2026	$284.45	+8.53%	$683 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$283.43	+8.14%	$651 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.

ACN - Accenture plc Class A Ordinary Shares (Ireland)
Stock
Transaction date
Jun 8, 2026Filed 38 days later
Type
Sale
Amount (as reported)
$1,001 - $15,000
Owner
Joint
No ticker reported
American Water Works Company, Inc. Common StockAWK
Stock

Oct 29, 2024Amendment filed 645 days later

Joint

Johnson & Johnson Common StockJNJStock

Sale

$15,001 - $50,000

Disclosed 645 days after the trade. JNJ closed at $160.09 on Oct 29, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 sold
Day after the tradeOct 30, 2024	Oct 30, 2024	$160.61	+0.32%	$106 gain missed
Day of disclosureAug 5, 2026	Aug 5, 2026	$257.59	+60.9%	$19,794 gain missed
30 days afterNov 29, 2024	Nov 29, 2024	$155.01	−3.17%	$1,031 loss avoided
90 days afterJan 27, 2025	Jan 27, 2025	$152.89	−4.50%	$1,462 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$259.36	+62.0%	$20,154 gain missed

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

Oct 29, 2024Amendment filed 645 days later

Joint

Kimberly-Clark Corporation Common StockKMBStock

Sale

$15,001 - $50,000

Disclosed 645 days after the trade. KMB closed at $134.51 on Oct 29, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 sold
Day after the tradeOct 30, 2024	Oct 30, 2024	$134.41	−0.07%	$24 loss avoided
Day of disclosureAug 5, 2026	Aug 5, 2026	$112.37	−16.5%	$5,350 loss avoided
30 days afterNov 29, 2024	Nov 29, 2024	$139.35	+3.60%	$1,169 gain missed
90 days afterJan 27, 2025	Jan 27, 2025	$131.41	−2.30%	$749 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$108.33	−19.5%	$6,326 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 29, 2024Amendment filed 645 days later

Joint

McDonald's Corporation Common StockMCDStock

Sale

$15,001 - $50,000

Disclosed 645 days after the trade. MCD closed at $295.00 on Oct 29, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 sold
Day after the tradeOct 30, 2024	Oct 30, 2024	$291.52	−1.18%	$383 loss avoided
Day of disclosureAug 5, 2026	Aug 5, 2026	$274.00	−7.12%	$2,314 loss avoided
30 days afterNov 29, 2024	Nov 29, 2024	$296.01	+0.34%	$111 gain missed
90 days afterJan 27, 2025	Jan 27, 2025	$293.09	−0.65%	$210 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$246.52	−16.4%	$5,341 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 29, 2024Amendment filed 645 days later

Joint

Microsoft Corporation - Common StockMSFTStock

Partial sale

$15,001 - $50,000

Disclosed 645 days after the trade. MSFT closed at $431.95 on Oct 29, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 sold
Day after the tradeOct 30, 2024	Oct 30, 2024	$432.53	+0.13%	$44 gain missed
Day of disclosureAug 5, 2026	Aug 5, 2026	$487.46	+12.9%	$4,177 gain missed
30 days afterNov 29, 2024	Nov 29, 2024	$423.46	−1.97%	$639 loss avoided
90 days afterJan 27, 2025	Jan 27, 2025	$434.56	+0.60%	$196 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$531.87	+23.1%	$7,518 gain missed

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

Oct 29, 2024Amendment filed 645 days later

Joint

Owens Corning Inc Common Stock NewOCStock

Partial sale

$15,001 - $50,000

Disclosed 645 days after the trade. OC closed at $180.96 on Oct 29, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 sold
Day after the tradeOct 30, 2024	Oct 30, 2024	$181.58	+0.34%	$111 gain missed
Day of disclosureAug 5, 2026	Aug 5, 2026	$152.47	−15.7%	$5,117 loss avoided
30 days afterNov 29, 2024	Nov 29, 2024	$205.62	+13.6%	$4,429 gain missed
90 days afterJan 27, 2025	Jan 27, 2025	$191.19	+5.65%	$1,837 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$111.81	−38.2%	$12,420 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 29, 2024Amendment filed 645 days later

Joint

The Travelers Companies, Inc. Common StockTRVStock

Sale

$15,001 - $50,000

Disclosed 645 days after the trade. TRV closed at $248.67 on Oct 29, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 sold
Day after the tradeOct 30, 2024	Oct 30, 2024	$250.09	+0.57%	$186 gain missed
Day of disclosureAug 5, 2026	Aug 5, 2026	$382.45	+53.8%	$17,485 gain missed
30 days afterNov 29, 2024	Nov 29, 2024	$266.04	+6.99%	$2,270 gain missed
90 days afterJan 27, 2025	Jan 27, 2025	$251.01	+0.94%	$306 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$395.73	+59.1%	$19,221 gain missed

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

iShares Broad USD Investment Grade Corporate BondUSIG

Stock

Transaction date: Apr 15, 2025Amendment filed 477 days later
Type: Purchase
Amount (as reported): $50,001 - $100,000
Owner: Member

Disclosed 477 days after the trade. USIG closed at $50.19 on Apr 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 bought
Day after the tradeApr 16, 2025	Apr 16, 2025	$50.29	+0.20%	+$149 gain
Day of disclosureAug 5, 2026	Aug 5, 2026	$50.47	+0.56%	+$421 gain
30 days afterMay 15, 2025	May 15, 2025	$50.39	+0.40%	+$299 gain
90 days afterJul 14, 2025	Jul 14, 2025	$50.88	+1.37%	+$1,031 gain
Latest closeOct 20, 2026	Oct 20, 2026	$49.07	−2.23%	−$1,674 loss

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

JP Morgan Chase & CompanyJPM

Stock

Transaction date: Apr 15, 2025Amendment filed 477 days later
Type: Sale
Amount (as reported): $15,001 - $50,000
Owner: Joint

Disclosed 477 days after the trade. JPM closed at $233.13 on Apr 15, 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 tradeApr 16, 2025	Apr 16, 2025	$229.61	−1.51%	$491 loss avoided
Day of disclosureAug 5, 2026	Aug 5, 2026	$359.24	+54.1%	$17,581 gain missed
30 days afterMay 15, 2025	May 15, 2025	$267.49	+14.7%	$4,790 gain missed
90 days afterJul 14, 2025	Jul 14, 2025	$288.70	+23.8%	$7,747 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$335.26	+43.8%	$14,238 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.

Alphabet Cl AGOOGL

Stock

Transaction date: Apr 15, 2025Amendment filed 477 days later
Type: Partial sale
Amount (as reported): $15,001 - $50,000
Owner: Joint

Disclosed 477 days after the trade. GOOGL closed at $156.31 on Apr 15, 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 tradeApr 16, 2025	Apr 16, 2025	$153.33	−1.91%	$620 loss avoided
Day of disclosureAug 5, 2026	Aug 5, 2026	$362.43	+131.9%	$42,858 gain missed
30 days afterMay 15, 2025	May 15, 2025	$163.96	+4.89%	$1,591 gain missed
90 days afterJul 14, 2025	Jul 14, 2025	$181.56	+16.2%	$5,250 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$340.28	+117.7%	$38,251 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.

Amgen IncAMGN

Stock

Transaction date: Apr 15, 2025Amendment filed 477 days later
Type: Sale
Amount (as reported): $15,001 - $50,000
Owner: Joint

Disclosed 477 days after the trade. AMGN closed at $295.30 on Apr 15, 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 tradeApr 16, 2025	Apr 16, 2025	$282.64	−4.29%	$1,393 loss avoided
Day of disclosureAug 5, 2026	Aug 5, 2026	$407.83	+38.1%	$12,385 gain missed
30 days afterMay 15, 2025	May 15, 2025	$271.69	−8.00%	$2,599 loss avoided
90 days afterJul 14, 2025	Jul 14, 2025	$297.03	+0.59%	$190 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$438.94	+48.6%	$15,809 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 IncAAPL

Stock

Transaction date: Apr 15, 2025Amendment filed 477 days later
Type: Partial sale
Amount (as reported): $15,001 - $50,000
Owner: Joint

Disclosed 477 days after the trade. AAPL closed at $202.14 on Apr 15, 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 tradeApr 16, 2025	Apr 16, 2025	$194.27	−3.89%	$1,265 loss avoided
Day of disclosureAug 5, 2026	Aug 5, 2026	$311.00	+53.9%	$17,503 gain missed
30 days afterMay 15, 2025	May 15, 2025	$211.45	+4.61%	$1,497 gain missed
90 days afterJul 14, 2025	Jul 14, 2025	$208.62	+3.21%	$1,042 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$339.50	+68.0%	$22,085 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.

Archer Daniels MidlandADM

Stock

Transaction date: Apr 15, 2025Amendment filed 477 days later
Type: Sale
Amount (as reported): $15,001 - $50,000
Owner: Joint

Disclosed 477 days after the trade. ADM closed at $46.07 on Apr 15, 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 tradeApr 16, 2025	Apr 16, 2025	$46.13	+0.13%	$42 gain missed
Day of disclosureAug 5, 2026	Aug 5, 2026	$77.58	+68.4%	$22,229 gain missed
30 days afterMay 15, 2025	May 15, 2025	$48.86	+6.06%	$1,968 gain missed
90 days afterJul 14, 2025	Jul 14, 2025	$54.30	+17.9%	$5,806 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$80.46	+74.6%	$24,261 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.

CSX CorpCSX

Stock

Transaction date: Apr 15, 2025Amendment filed 477 days later
Type: Sale
Amount (as reported): $15,001 - $50,000
Owner: Joint

Disclosed 477 days after the trade. CSX closed at $27.90 on Apr 15, 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 tradeApr 16, 2025	Apr 16, 2025	$27.35	−1.97%	$641 loss avoided
Day of disclosureAug 5, 2026	Aug 5, 2026	$51.12	+83.2%	$27,049 gain missed
30 days afterMay 15, 2025	May 15, 2025	$31.30	+12.2%	$3,961 gain missed
90 days afterJul 14, 2025	Jul 14, 2025	$33.98	+21.8%	$7,083 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$48.08	+72.3%	$23,508 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.

Constellation Brands IncSTZ

Stock

Transaction date: Apr 15, 2025Amendment filed 477 days later
Type: Sale
Amount (as reported): $15,001 - $50,000
Owner: Joint

Disclosed 477 days after the trade. STZ closed at $183.86 on Apr 15, 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 tradeApr 16, 2025	Apr 16, 2025	$183.03	−0.45%	$147 loss avoided
Day of disclosureAug 5, 2026	Aug 5, 2026	$130.64	−28.9%	$9,408 loss avoided
30 days afterMay 15, 2025	May 15, 2025	$190.65	+3.69%	$1,200 gain missed
90 days afterJul 14, 2025	Jul 14, 2025	$164.58	−10.5%	$3,408 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$132.74	−27.8%	$9,037 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.

Duke Energy CorpDUK

Stock

Transaction date: Apr 15, 2025Amendment filed 477 days later
Type: Sale
Amount (as reported): $15,001 - $50,000
Owner: Joint

Disclosed 477 days after the trade. DUK closed at $120.49 on Apr 15, 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 tradeApr 16, 2025	Apr 16, 2025	$120.35	−0.12%	$38 loss avoided
Day of disclosureAug 5, 2026	Aug 5, 2026	$123.34	+2.37%	$769 gain missed
30 days afterMay 15, 2025	May 15, 2025	$115.94	−3.78%	$1,227 loss avoided
90 days afterJul 14, 2025	Jul 14, 2025	$117.93	−2.12%	$691 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$121.33	+0.70%	$227 gain missed

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

Goldman Sachs GroupGS

Stock

Transaction date: Apr 15, 2025Amendment filed 477 days later
Type: Partial sale
Amount (as reported): $15,001 - $50,000
Owner: Joint

Disclosed 477 days after the trade. GS closed at $507.89 on Apr 15, 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 tradeApr 16, 2025	Apr 16, 2025	$499.05	−1.74%	$566 loss avoided
Day of disclosureAug 5, 2026	Aug 5, 2026	$1,060.38	+108.8%	$35,355 gain missed
30 days afterMay 15, 2025	May 15, 2025	$615.90	+21.3%	$6,912 gain missed
90 days afterJul 14, 2025	Jul 14, 2025	$713.30	+40.4%	$13,145 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$884.81	+74.2%	$24,120 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.

Eli Lilly and CompanyLLY

Stock

Transaction date: Apr 15, 2025Amendment filed 477 days later
Type: Sale
Amount (as reported): $15,001 - $50,000
Owner: Joint

Disclosed 477 days after the trade. LLY closed at $757.18 on Apr 15, 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 tradeApr 16, 2025	Apr 16, 2025	$734.90	−2.94%	$956 loss avoided
Day of disclosureAug 5, 2026	Aug 5, 2026	$1,169.86	+54.5%	$17,714 gain missed
30 days afterMay 15, 2025	May 15, 2025	$733.29	−3.16%	$1,025 loss avoided
90 days afterJul 14, 2025	Jul 14, 2025	$799.34	+5.57%	$1,810 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$1,283.66	+69.5%	$22,598 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.

Mastercard IncMA

Stock

Transaction date: Apr 15, 2025Amendment filed 477 days later
Type: Partial sale
Amount (as reported): $15,001 - $50,000
Owner: Joint

Disclosed 477 days after the trade. MA closed at $517.38 on Apr 15, 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 tradeApr 16, 2025	Apr 16, 2025	$513.43	−0.76%	$248 loss avoided
Day of disclosureAug 5, 2026	Aug 5, 2026	$570.48	+10.3%	$3,336 gain missed
30 days afterMay 15, 2025	May 15, 2025	$582.20	+12.5%	$4,072 gain missed
90 days afterJul 14, 2025	Jul 14, 2025	$553.02	+6.89%	$2,239 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$620.42	+19.9%	$6,473 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.

Microsoft CorpMSFT

Stock

Transaction date: Apr 15, 2025Amendment filed 477 days later
Type: Sale
Amount (as reported): $15,001 - $50,000
Owner: Joint

Disclosed 477 days after the trade. MSFT closed at $385.73 on Apr 15, 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 tradeApr 16, 2025	Apr 16, 2025	$371.61	−3.66%	$1,190 loss avoided
Day of disclosureAug 5, 2026	Aug 5, 2026	$487.46	+26.4%	$8,572 gain missed
30 days afterMay 15, 2025	May 15, 2025	$453.13	+17.5%	$5,679 gain missed
90 days afterJul 14, 2025	Jul 14, 2025	$503.02	+30.4%	$9,883 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$531.87	+37.9%	$12,314 gain missed

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

Transaction date

Owner

Asset

Type

Amount (as reported)

Prices

Apr 15, 2025Amendment filed 477 days later

Member

Bristol-Myers Squibb CompanyBMYStock

Sale

$1,001 - $15,000

Disclosed 477 days after the trade. BMY closed at $50.00 on Apr 15, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeApr 16, 2025	Apr 16, 2025	$49.36	−1.28%	$102 loss avoided
Day of disclosureAug 5, 2026	Aug 5, 2026	$63.63	+27.3%	$2,181 gain missed
30 days afterMay 15, 2025	May 15, 2025	$45.81	−8.38%	$670 loss avoided
90 days afterJul 14, 2025	Jul 14, 2025	$47.34	−5.32%	$426 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$61.68	+23.4%	$1,869 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 15, 2025Amendment filed 477 days later

Member

Paypal HoldingsPYPLStock

Sale

$15,001 - $50,000

Disclosed 477 days after the trade. PYPL closed at $62.00 on Apr 15, 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 tradeApr 16, 2025	Apr 16, 2025	$60.24	−2.84%	$923 loss avoided
Day of disclosureAug 5, 2026	Aug 5, 2026	$57.93	−6.56%	$2,134 loss avoided
30 days afterMay 15, 2025	May 15, 2025	$71.57	+15.4%	$5,017 gain missed
90 days afterJul 14, 2025	Jul 14, 2025	$73.89	+19.2%	$6,233 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$57.14	−7.84%	$2,548 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.

Apr 15, 2025Amendment filed 477 days later

Member

iShares Broad USD Investment Grade Corporate BondUSIGStock

Purchase

$50,001 - $100,000

Disclosed 477 days after the trade. USIG closed at $50.19 on Apr 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 bought
Day after the tradeApr 16, 2025	Apr 16, 2025	$50.29	+0.20%	+$149 gain
Day of disclosureAug 5, 2026	Aug 5, 2026	$50.47	+0.56%	+$421 gain
30 days afterMay 15, 2025	May 15, 2025	$50.39	+0.40%	+$299 gain
90 days afterJul 14, 2025	Jul 14, 2025	$50.88	+1.37%	+$1,031 gain
Latest closeOct 20, 2026	Oct 20, 2026	$49.07	−2.23%	−$1,674 loss

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

Apr 15, 2025Amendment filed 477 days later

Joint

JP Morgan Chase & CompanyJPMStock

Sale

$15,001 - $50,000

Disclosed 477 days after the trade. JPM closed at $233.13 on Apr 15, 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 tradeApr 16, 2025	Apr 16, 2025	$229.61	−1.51%	$491 loss avoided
Day of disclosureAug 5, 2026	Aug 5, 2026	$359.24	+54.1%	$17,581 gain missed
30 days afterMay 15, 2025	May 15, 2025	$267.49	+14.7%	$4,790 gain missed
90 days afterJul 14, 2025	Jul 14, 2025	$288.70	+23.8%	$7,747 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$335.26	+43.8%	$14,238 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 15, 2025Amendment filed 477 days later

Joint

Alphabet Cl AGOOGLStock

Partial sale

$15,001 - $50,000

Disclosed 477 days after the trade. GOOGL closed at $156.31 on Apr 15, 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 tradeApr 16, 2025	Apr 16, 2025	$153.33	−1.91%	$620 loss avoided
Day of disclosureAug 5, 2026	Aug 5, 2026	$362.43	+131.9%	$42,858 gain missed
30 days afterMay 15, 2025	May 15, 2025	$163.96	+4.89%	$1,591 gain missed
90 days afterJul 14, 2025	Jul 14, 2025	$181.56	+16.2%	$5,250 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$340.28	+117.7%	$38,251 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 15, 2025Amendment filed 477 days later

Joint

Amgen IncAMGNStock

Sale

$15,001 - $50,000

Disclosed 477 days after the trade. AMGN closed at $295.30 on Apr 15, 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 tradeApr 16, 2025	Apr 16, 2025	$282.64	−4.29%	$1,393 loss avoided
Day of disclosureAug 5, 2026	Aug 5, 2026	$407.83	+38.1%	$12,385 gain missed
30 days afterMay 15, 2025	May 15, 2025	$271.69	−8.00%	$2,599 loss avoided
90 days afterJul 14, 2025	Jul 14, 2025	$297.03	+0.59%	$190 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$438.94	+48.6%	$15,809 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 15, 2025Amendment filed 477 days later

Joint

Apple IncAAPLStock

Partial sale

$15,001 - $50,000

Disclosed 477 days after the trade. AAPL closed at $202.14 on Apr 15, 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 tradeApr 16, 2025	Apr 16, 2025	$194.27	−3.89%	$1,265 loss avoided
Day of disclosureAug 5, 2026	Aug 5, 2026	$311.00	+53.9%	$17,503 gain missed
30 days afterMay 15, 2025	May 15, 2025	$211.45	+4.61%	$1,497 gain missed
90 days afterJul 14, 2025	Jul 14, 2025	$208.62	+3.21%	$1,042 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$339.50	+68.0%	$22,085 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 15, 2025Amendment filed 477 days later

Joint

Archer Daniels MidlandADMStock

Sale

$15,001 - $50,000

Disclosed 477 days after the trade. ADM closed at $46.07 on Apr 15, 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 tradeApr 16, 2025	Apr 16, 2025	$46.13	+0.13%	$42 gain missed
Day of disclosureAug 5, 2026	Aug 5, 2026	$77.58	+68.4%	$22,229 gain missed
30 days afterMay 15, 2025	May 15, 2025	$48.86	+6.06%	$1,968 gain missed
90 days afterJul 14, 2025	Jul 14, 2025	$54.30	+17.9%	$5,806 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$80.46	+74.6%	$24,261 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 15, 2025Amendment filed 477 days later

Joint

CSX CorpCSXStock

Sale

$15,001 - $50,000

Disclosed 477 days after the trade. CSX closed at $27.90 on Apr 15, 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 tradeApr 16, 2025	Apr 16, 2025	$27.35	−1.97%	$641 loss avoided
Day of disclosureAug 5, 2026	Aug 5, 2026	$51.12	+83.2%	$27,049 gain missed
30 days afterMay 15, 2025	May 15, 2025	$31.30	+12.2%	$3,961 gain missed
90 days afterJul 14, 2025	Jul 14, 2025	$33.98	+21.8%	$7,083 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$48.08	+72.3%	$23,508 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 15, 2025Amendment filed 477 days later

Joint

Constellation Brands IncSTZStock

Sale

$15,001 - $50,000

Disclosed 477 days after the trade. STZ closed at $183.86 on Apr 15, 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 tradeApr 16, 2025	Apr 16, 2025	$183.03	−0.45%	$147 loss avoided
Day of disclosureAug 5, 2026	Aug 5, 2026	$130.64	−28.9%	$9,408 loss avoided
30 days afterMay 15, 2025	May 15, 2025	$190.65	+3.69%	$1,200 gain missed
90 days afterJul 14, 2025	Jul 14, 2025	$164.58	−10.5%	$3,408 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$132.74	−27.8%	$9,037 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.

Apr 15, 2025Amendment filed 477 days later

Joint

Duke Energy CorpDUKStock

Sale

$15,001 - $50,000

Disclosed 477 days after the trade. DUK closed at $120.49 on Apr 15, 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 tradeApr 16, 2025	Apr 16, 2025	$120.35	−0.12%	$38 loss avoided
Day of disclosureAug 5, 2026	Aug 5, 2026	$123.34	+2.37%	$769 gain missed
30 days afterMay 15, 2025	May 15, 2025	$115.94	−3.78%	$1,227 loss avoided
90 days afterJul 14, 2025	Jul 14, 2025	$117.93	−2.12%	$691 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$121.33	+0.70%	$227 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 15, 2025Amendment filed 477 days later

Joint

Goldman Sachs GroupGSStock

Partial sale

$15,001 - $50,000

Disclosed 477 days after the trade. GS closed at $507.89 on Apr 15, 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 tradeApr 16, 2025	Apr 16, 2025	$499.05	−1.74%	$566 loss avoided
Day of disclosureAug 5, 2026	Aug 5, 2026	$1,060.38	+108.8%	$35,355 gain missed
30 days afterMay 15, 2025	May 15, 2025	$615.90	+21.3%	$6,912 gain missed
90 days afterJul 14, 2025	Jul 14, 2025	$713.30	+40.4%	$13,145 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$884.81	+74.2%	$24,120 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 15, 2025Amendment filed 477 days later

Joint

Eli Lilly and CompanyLLYStock

Sale

$15,001 - $50,000

Disclosed 477 days after the trade. LLY closed at $757.18 on Apr 15, 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 tradeApr 16, 2025	Apr 16, 2025	$734.90	−2.94%	$956 loss avoided
Day of disclosureAug 5, 2026	Aug 5, 2026	$1,169.86	+54.5%	$17,714 gain missed
30 days afterMay 15, 2025	May 15, 2025	$733.29	−3.16%	$1,025 loss avoided
90 days afterJul 14, 2025	Jul 14, 2025	$799.34	+5.57%	$1,810 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$1,283.66	+69.5%	$22,598 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 15, 2025Amendment filed 477 days later

Joint

Mastercard IncMAStock

Partial sale

$15,001 - $50,000

Disclosed 477 days after the trade. MA closed at $517.38 on Apr 15, 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 tradeApr 16, 2025	Apr 16, 2025	$513.43	−0.76%	$248 loss avoided
Day of disclosureAug 5, 2026	Aug 5, 2026	$570.48	+10.3%	$3,336 gain missed
30 days afterMay 15, 2025	May 15, 2025	$582.20	+12.5%	$4,072 gain missed
90 days afterJul 14, 2025	Jul 14, 2025	$553.02	+6.89%	$2,239 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$620.42	+19.9%	$6,473 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 15, 2025Amendment filed 477 days later

Joint

Microsoft CorpMSFTStock

Sale

$15,001 - $50,000

Disclosed 477 days after the trade. MSFT closed at $385.73 on Apr 15, 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 tradeApr 16, 2025	Apr 16, 2025	$371.61	−3.66%	$1,190 loss avoided
Day of disclosureAug 5, 2026	Aug 5, 2026	$487.46	+26.4%	$8,572 gain missed
30 days afterMay 15, 2025	May 15, 2025	$453.13	+17.5%	$5,679 gain missed
90 days afterJul 14, 2025	Jul 14, 2025	$503.02	+30.4%	$9,883 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$531.87	+37.9%	$12,314 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 15, 2025Amendment filed 477 days later

Joint

Qualcomm IncStock

Sale

$15,001 - $50,000

No ticker reported

Intel CorpINTC

Stock

Transaction date: May 13, 2024Amendment filed 814 days later
Type: Sale
Amount (as reported): $100,001 - $250,000
Owner: Joint

Disclosed 814 days after the trade. INTC closed at $30.51 on May 13, 2024; 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 tradeMay 14, 2024	May 14, 2024	$31.05	+1.77%	$3,097 gain missed
Day of disclosureAug 5, 2026	Aug 5, 2026	$101.06	+231.2%	$404,665 gain missed
30 days afterJun 12, 2024	Jun 12, 2024	$30.76	+0.82%	$1,434 gain missed
90 days afterAug 12, 2024	Aug 12, 2024	$19.36	−36.5%	$63,955 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$91.69	+200.5%	$350,920 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 CorpINTC

Stock

Transaction date: May 13, 2024Amendment filed 814 days later
Type: Partial sale
Amount (as reported): $100,001 - $250,000
Owner: Joint

Disclosed 814 days after the trade. INTC closed at $30.51 on May 13, 2024; 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 tradeMay 14, 2024	May 14, 2024	$31.05	+1.77%	$3,097 gain missed
Day of disclosureAug 5, 2026	Aug 5, 2026	$101.06	+231.2%	$404,665 gain missed
30 days afterJun 12, 2024	Jun 12, 2024	$30.76	+0.82%	$1,434 gain missed
90 days afterAug 12, 2024	Aug 12, 2024	$19.36	−36.5%	$63,955 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$91.69	+200.5%	$350,920 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.

Cleveland-Cliffs IncCLF

Stock

Transaction date: May 13, 2024Amendment filed 814 days later
Type: Sale
Amount (as reported): $100,001 - $250,000
Owner: Joint

Disclosed 814 days after the trade. CLF closed at $17.70 on May 13, 2024; 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 tradeMay 14, 2024	May 14, 2024	$17.80	+0.56%	$989 gain missed
Day of disclosureAug 5, 2026	Aug 5, 2026	$12.65	−28.5%	$49,930 loss avoided
30 days afterJun 12, 2024	Jun 12, 2024	$15.07	−14.9%	$26,003 loss avoided
90 days afterAug 12, 2024	Aug 12, 2024	$12.73	−28.1%	$49,139 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$13.65	−22.9%	$40,043 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.

Cleveland-Cliffs IncCLF

Stock

Transaction date: May 13, 2024Amendment filed 814 days later
Type: Partial sale
Amount (as reported): $100,001 - $250,000
Owner: Joint

Disclosed 814 days after the trade. CLF closed at $17.70 on May 13, 2024; 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 tradeMay 14, 2024	May 14, 2024	$17.80	+0.56%	$989 gain missed
Day of disclosureAug 5, 2026	Aug 5, 2026	$12.65	−28.5%	$49,930 loss avoided
30 days afterJun 12, 2024	Jun 12, 2024	$15.07	−14.9%	$26,003 loss avoided
90 days afterAug 12, 2024	Aug 12, 2024	$12.73	−28.1%	$49,139 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$13.65	−22.9%	$40,043 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.

Intel Corporation - Common StockINTC

Stock

Transaction date: May 10, 2024Amendment filed 817 days later
Type: Partial sale
Amount (as reported): $100,001 - $250,000
Owner: Joint

Disclosed 817 days after the trade. INTC closed at $29.85 on May 10, 2024; 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 tradeMay 13, 2024	May 13, 2024	$30.51	+2.21%	$3,869 gain missed
Day of disclosureAug 5, 2026	Aug 5, 2026	$101.06	+238.6%	$417,481 gain missed
30 days afterJun 10, 2024	Jun 10, 2024	$30.91	+3.55%	$6,214 gain missed
90 days afterAug 8, 2024	Aug 8, 2024	$20.49	−31.4%	$54,875 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$91.69	+207.2%	$362,548 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.

Cleveland-Cliffs IncCLF

Stock

Transaction date: May 10, 2024Amendment filed 817 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 817 days after the trade. CLF closed at $17.32 on May 10, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeMay 13, 2024	May 13, 2024	$17.70	+2.19%	$176 gain missed
Day of disclosureAug 5, 2026	Aug 5, 2026	$12.65	−27.0%	$2,157 loss avoided
30 days afterJun 10, 2024	Jun 10, 2024	$15.65	−9.64%	$771 loss avoided
90 days afterAug 8, 2024	Aug 8, 2024	$13.34	−23.0%	$1,839 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$13.65	−21.2%	$1,695 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.

Cleveland-Cliffs IncCLF

Stock

Transaction date: May 10, 2024Amendment filed 817 days later
Type: Partial sale
Amount (as reported): $15,001 - $50,000
Owner: Joint

Disclosed 817 days after the trade. CLF closed at $17.32 on May 10, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 sold
Day after the tradeMay 13, 2024	May 13, 2024	$17.70	+2.19%	$713 gain missed
Day of disclosureAug 5, 2026	Aug 5, 2026	$12.65	−27.0%	$8,763 loss avoided
30 days afterJun 10, 2024	Jun 10, 2024	$15.65	−9.64%	$3,134 loss avoided
90 days afterAug 8, 2024	Aug 8, 2024	$13.34	−23.0%	$7,468 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$13.65	−21.2%	$6,887 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.

Cleveland-Cliffs IncCLF

Stock

Transaction date: May 10, 2024Amendment filed 817 days later
Type: Partial sale
Amount (as reported): $50,001 - $100,000
Owner: Joint

Disclosed 817 days after the trade. CLF closed at $17.32 on May 10, 2024; 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 13, 2024	May 13, 2024	$17.70	+2.19%	$1,646 gain missed
Day of disclosureAug 5, 2026	Aug 5, 2026	$12.65	−27.0%	$20,223 loss avoided
30 days afterJun 10, 2024	Jun 10, 2024	$15.65	−9.64%	$7,232 loss avoided
90 days afterAug 8, 2024	Aug 8, 2024	$13.34	−23.0%	$17,235 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$13.65	−21.2%	$15,892 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.

Cleveland-Cliffs IncCLF

Stock

Transaction date: May 10, 2024Amendment filed 817 days later
Type: Partial sale
Amount (as reported): $50,001 - $100,000
Owner: Joint

Disclosed 817 days after the trade. CLF closed at $17.32 on May 10, 2024; 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 13, 2024	May 13, 2024	$17.70	+2.19%	$1,646 gain missed
Day of disclosureAug 5, 2026	Aug 5, 2026	$12.65	−27.0%	$20,223 loss avoided
30 days afterJun 10, 2024	Jun 10, 2024	$15.65	−9.64%	$7,232 loss avoided
90 days afterAug 8, 2024	Aug 8, 2024	$13.34	−23.0%	$17,235 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$13.65	−21.2%	$15,892 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.

Cleveland-Cliffs IncCLF

Stock

Transaction date: May 10, 2024Amendment filed 817 days later
Type: Partial sale
Amount (as reported): $100,001 - $250,000
Owner: Joint

Disclosed 817 days after the trade. CLF closed at $17.32 on May 10, 2024; 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 tradeMay 13, 2024	May 13, 2024	$17.70	+2.19%	$3,840 gain missed
Day of disclosureAug 5, 2026	Aug 5, 2026	$12.65	−27.0%	$47,186 loss avoided
30 days afterJun 10, 2024	Jun 10, 2024	$15.65	−9.64%	$16,874 loss avoided
90 days afterAug 8, 2024	Aug 8, 2024	$13.34	−23.0%	$40,214 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$13.65	−21.2%	$37,082 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.

Intel Corporation - Common StockINTC

Stock

Transaction date: May 9, 2024Amendment filed 818 days later
Type: Purchase
Amount (as reported): $50,001 - $100,000
Owner: Joint

Disclosed 818 days after the trade. INTC closed at $30.09 on May 9, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $75,001 bought
Day after the tradeMay 10, 2024	May 10, 2024	$29.85	−0.80%	−$598 loss
Day of disclosureAug 5, 2026	Aug 5, 2026	$101.06	+235.9%	+$176,897 gain
30 days afterJun 10, 2024	Jun 10, 2024	$30.91	+2.73%	+$2,044 gain
90 days afterAug 7, 2024	Aug 7, 2024	$18.99	−36.9%	−$27,667 loss
Latest closeOct 20, 2026	Oct 20, 2026	$91.69	+204.7%	+$153,541 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.

Skyworks Solutions, Inc. - Common StockSWKS

Stock

Transaction date: May 8, 2024Amendment filed 819 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 819 days after the trade. SWKS closed at $93.24 on May 8, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeMay 9, 2024	May 9, 2024	$92.25	−1.06%	$85 loss avoided
Day of disclosureAug 5, 2026	Aug 5, 2026	$66.99	−28.2%	$2,253 loss avoided
30 days afterJun 7, 2024	Jun 7, 2024	$90.81	−2.61%	$209 loss avoided
90 days afterAug 6, 2024	Aug 6, 2024	$99.23	+6.42%	$514 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$81.30	−12.8%	$1,025 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.

Intel Corporation - Common StockINTC

Stock

Transaction date: May 8, 2024Amendment filed 819 days later
Type: Purchase
Amount (as reported): $100,001 - $250,000
Owner: Joint

Disclosed 819 days after the trade. INTC closed at $30.00 on May 8, 2024; 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 tradeMay 9, 2024	May 9, 2024	$30.09	+0.30%	+$525 gain
Day of disclosureAug 5, 2026	Aug 5, 2026	$101.06	+236.9%	+$414,519 gain
30 days afterJun 7, 2024	Jun 7, 2024	$30.74	+2.47%	+$4,317 gain
90 days afterAug 6, 2024	Aug 6, 2024	$19.71	−34.3%	−$60,055 loss
Latest closeOct 20, 2026	Oct 20, 2026	$91.69	+205.6%	+$359,860 gain

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

Gilead Sciences, Inc. - Common StockGILD

Stock

Transaction date: May 8, 2024Amendment filed 819 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 819 days after the trade. GILD closed at $64.92 on May 8, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeMay 9, 2024	May 9, 2024	$64.58	−0.52%	$42 loss avoided
Day of disclosureAug 5, 2026	Aug 5, 2026	$131.76	+103.0%	$8,238 gain missed
30 days afterJun 7, 2024	Jun 7, 2024	$64.70	−0.34%	$27 loss avoided
90 days afterAug 6, 2024	Aug 6, 2024	$74.19	+14.3%	$1,142 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$156.51	+141.1%	$11,288 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.

Lattice Semiconductor Corporation - Common StockLSCC

Stock

Transaction date: May 7, 2024Amendment filed 820 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 820 days after the trade. LSCC closed at $71.80 on May 7, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeMay 8, 2024	May 8, 2024	$69.36	−3.40%	$272 loss avoided
Day of disclosureAug 5, 2026	Aug 5, 2026	$128.31	+78.7%	$6,297 gain missed
30 days afterJun 6, 2024	Jun 6, 2024	$61.57	−14.2%	$1,140 loss avoided
90 days afterAug 5, 2024	Aug 5, 2024	$44.42	−38.1%	$3,051 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$107.41	+49.6%	$3,968 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

Stock

Transaction date: May 7, 2024Amendment filed 820 days later
Type: Purchase
Amount (as reported): $100,001 - $250,000
Owner: Joint

Disclosed 820 days after the trade. INTC closed at $30.68 on May 7, 2024; 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 tradeMay 8, 2024	May 8, 2024	$30.00	−2.22%	−$3,879 loss
Day of disclosureAug 5, 2026	Aug 5, 2026	$101.06	+229.4%	+$401,453 gain
30 days afterJun 6, 2024	Jun 6, 2024	$30.42	−0.85%	−$1,483 loss
90 days afterAug 5, 2024	Aug 5, 2024	$20.11	−34.5%	−$60,292 loss
Latest closeOct 20, 2026	Oct 20, 2026	$91.69	+198.9%	+$348,006 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.

Fifth Third Bancorp - Common StockFITB

Stock

Transaction date: May 7, 2024Amendment filed 820 days later
Type: Sale
Amount (as reported): $15,001 - $50,000
Owner: Joint

Disclosed 820 days after the trade. FITB closed at $38.03 on May 7, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 sold
Day after the tradeMay 8, 2024	May 8, 2024	$38.48	+1.18%	$385 gain missed
Day of disclosureAug 5, 2026	Aug 5, 2026	$57.60	+51.5%	$16,725 gain missed
30 days afterJun 6, 2024	Jun 6, 2024	$36.11	−5.05%	$1,641 loss avoided
90 days afterAug 5, 2024	Aug 5, 2024	$39.23	+3.16%	$1,026 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$52.41	+37.8%	$12,289 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.

Barrick Gold CorpGOLD

Stock

Transaction date: May 7, 2024Amendment filed 820 days later
Type: Sale
Amount (as reported): $100,001 - $250,000
Owner: Joint

Disclosed 820 days after the trade. GOLD closed at $16.74 on May 7, 2024; 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 tradeMay 8, 2024	May 8, 2024	$16.72	−0.12%	$209 loss avoided
Day of disclosureAug 5, 2026	Aug 5, 2026	$43.33	+158.8%	$277,974 gain missed
30 days afterJun 6, 2024	Jun 6, 2024	$17.32	+3.46%	$6,063 gain missed
90 days afterAug 5, 2024	Aug 5, 2024	$17.18	+2.63%	$4,600 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$38.19	+128.1%	$224,240 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.

Advanced Drainage Systems, Inc. Common StockWMS

Stock

Transaction date: May 7, 2024Amendment filed 820 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 820 days after the trade. WMS closed at $168.13 on May 7, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeMay 8, 2024	May 8, 2024	$168.20	+0.04%	$3 gain missed
Day of disclosureAug 5, 2026	Aug 5, 2026	$149.59	−11.0%	$882 loss avoided
30 days afterJun 6, 2024	Jun 6, 2024	$162.86	−3.13%	$251 loss avoided
90 days afterAug 5, 2024	Aug 5, 2024	$156.73	−6.78%	$543 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$130.16	−22.6%	$1,807 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.

Waters Corporation Common StockWAT

Stock

Transaction date: May 3, 2024Amendment filed 824 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 824 days after the trade. WAT closed at $321.25 on May 3, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeMay 6, 2024	May 6, 2024	$319.86	−0.43%	$35 loss avoided
Day of disclosureAug 5, 2026	Aug 5, 2026	$400.00	+24.5%	$1,961 gain missed
30 days afterJun 3, 2024	Jun 3, 2024	$309.90	−3.53%	$283 loss avoided
90 days afterAug 1, 2024	Aug 1, 2024	$352.53	+9.74%	$779 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$442.83	+37.8%	$3,028 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.

Visa Inc.V

Stock

Transaction date: May 3, 2024Amendment filed 824 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 824 days after the trade. V closed at $268.49 on May 3, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeMay 6, 2024	May 6, 2024	$272.67	+1.56%	$125 gain missed
Day of disclosureAug 5, 2026	Aug 5, 2026	$368.54	+37.3%	$2,981 gain missed
30 days afterJun 3, 2024	Jun 3, 2024	$270.38	+0.70%	$56 gain missed
90 days afterAug 1, 2024	Aug 1, 2024	$265.93	−0.95%	$76 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$406.57	+51.4%	$4,115 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.

Vertex Pharmaceuticals Incorporated - Common StockVRTX

Stock

Transaction date: May 3, 2024Amendment filed 824 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 824 days after the trade. VRTX closed at $401.08 on May 3, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeMay 6, 2024	May 6, 2024	$402.50	+0.35%	$28 gain missed
Day of disclosureAug 5, 2026	Aug 5, 2026	$484.83	+20.9%	$1,671 gain missed
30 days afterJun 3, 2024	Jun 3, 2024	$470.18	+17.2%	$1,378 gain missed
90 days afterAug 1, 2024	Aug 1, 2024	$505.78	+26.1%	$2,089 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$514.65	+28.3%	$2,266 gain missed

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

Verisk Analytics, Inc. - Common StockVRSK

Stock

Transaction date: May 3, 2024Amendment filed 824 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 824 days after the trade. VRSK closed at $237.33 on May 3, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeMay 6, 2024	May 6, 2024	$241.86	+1.91%	$153 gain missed
Day of disclosureAug 5, 2026	Aug 5, 2026	$188.75	−20.5%	$1,638 loss avoided
30 days afterJun 3, 2024	Jun 3, 2024	$253.75	+6.92%	$554 gain missed
90 days afterAug 1, 2024	Aug 1, 2024	$261.37	+10.1%	$810 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$190.87	−19.6%	$1,566 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.

Ubiquiti Inc. Common StockUI

Stock

Transaction date: May 3, 2024Amendment filed 824 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 824 days after the trade. UI closed at $111.20 on May 3, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeMay 6, 2024	May 6, 2024	$112.47	+1.14%	$91 gain missed
Day of disclosureAug 5, 2026	Aug 5, 2026	$569.12	+411.8%	$32,948 gain missed
30 days afterJun 3, 2024	Jun 3, 2024	$146.88	+32.1%	$2,567 gain missed
90 days afterAug 1, 2024	Aug 1, 2024	$176.05	+58.3%	$4,666 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$605.04	+444.1%	$35,532 gain missed

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

Teradyne, Inc. - Common StockTER

Stock

Transaction date: May 3, 2024Amendment filed 824 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 824 days after the trade. TER closed at $120.44 on May 3, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeMay 6, 2024	May 6, 2024	$121.95	+1.25%	$100 gain missed
Day of disclosureAug 5, 2026	Aug 5, 2026	$389.39	+223.3%	$17,867 gain missed
30 days afterJun 3, 2024	Jun 3, 2024	$141.02	+17.1%	$1,367 gain missed
90 days afterAug 1, 2024	Aug 1, 2024	$121.74	+1.08%	$86 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$336.59	+179.5%	$14,359 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.

Te Connectivity LtdTEL

Stock

Transaction date: May 3, 2024Amendment filed 824 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 824 days after the trade. TEL closed at $142.00 on May 3, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeMay 6, 2024	May 6, 2024	$142.22	+0.15%	$12 gain missed
Day of disclosureAug 5, 2026	Aug 5, 2026	$218.02	+53.5%	$4,283 gain missed
30 days afterJun 3, 2024	Jun 3, 2024	$149.11	+5.01%	$401 gain missed
90 days afterAug 1, 2024	Aug 1, 2024	$150.31	+5.85%	$468 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$213.66	+50.5%	$4,038 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.

Synopsys, Inc. - Common StockSNPS

Stock

Transaction date: May 3, 2024Amendment filed 824 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 824 days after the trade. SNPS closed at $536.94 on May 3, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeMay 6, 2024	May 6, 2024	$545.54	+1.60%	$128 gain missed
Day of disclosureAug 5, 2026	Aug 5, 2026	$400.82	−25.4%	$2,028 loss avoided
30 days afterJun 3, 2024	Jun 3, 2024	$561.18	+4.51%	$361 gain missed
90 days afterAug 1, 2024	Aug 1, 2024	$540.67	+0.69%	$56 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$447.62	−16.6%	$1,331 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.

Solventum Corporation Common StockSOLV

Stock

Transaction date: May 3, 2024Amendment filed 824 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 824 days after the trade. SOLV closed at $64.65 on May 3, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeMay 6, 2024	May 6, 2024	$64.69	+0.06%	$5 gain missed
Day of disclosureAug 5, 2026	Aug 5, 2026	$87.47	+35.3%	$2,824 gain missed
30 days afterJun 3, 2024	Jun 3, 2024	$57.05	−11.8%	$941 loss avoided
90 days afterAug 1, 2024	Aug 1, 2024	$58.06	−10.2%	$816 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$86.39	+33.6%	$2,691 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.

ResMed Inc. Common StockRMD

Stock

Transaction date: May 3, 2024Amendment filed 824 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 824 days after the trade. RMD closed at $216.98 on May 3, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeMay 6, 2024	May 6, 2024	$216.94	−0.02%	$1 loss avoided
Day of disclosureAug 5, 2026	Aug 5, 2026	$224.03	+3.25%	$260 gain missed
30 days afterJun 3, 2024	Jun 3, 2024	$207.39	−4.42%	$354 loss avoided
90 days afterAug 1, 2024	Aug 1, 2024	$214.56	−1.12%	$89 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$245.50	+13.1%	$1,052 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.

Relx Plc ADRRELX

Stock

Transaction date: May 3, 2024Amendment filed 824 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 824 days after the trade. RELX closed at $42.16 on May 3, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeMay 6, 2024	May 6, 2024	$42.41	+0.59%	$47 gain missed
Day of disclosureAug 5, 2026	Aug 5, 2026	$36.61	−13.2%	$1,053 loss avoided
30 days afterJun 3, 2024	Jun 3, 2024	$43.90	+4.13%	$330 gain missed
90 days afterAug 1, 2024	Aug 1, 2024	$46.09	+9.31%	$745 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$39.39	−6.57%	$526 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.

Qualys, Inc. - Common StockQLYS

Stock

Transaction date: May 3, 2024Amendment filed 824 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 824 days after the trade. QLYS closed at $165.37 on May 3, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeMay 6, 2024	May 6, 2024	$170.19	+2.91%	$233 gain missed
Day of disclosureAug 5, 2026	Aug 5, 2026	$183.25	+10.8%	$865 gain missed
30 days afterJun 3, 2024	Jun 3, 2024	$135.67	−18.0%	$1,437 loss avoided
90 days afterAug 1, 2024	Aug 1, 2024	$138.42	−16.3%	$1,304 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$190.47	+15.2%	$1,214 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.

Procter & Gamble Company (The) Common StockPG

Stock

Transaction date: May 3, 2024Amendment filed 824 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 824 days after the trade. PG closed at $164.46 on May 3, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeMay 6, 2024	May 6, 2024	$164.44	−0.01%	$1 loss avoided
Day of disclosureAug 5, 2026	Aug 5, 2026	$146.80	−10.7%	$859 loss avoided
30 days afterJun 3, 2024	Jun 3, 2024	$164.65	+0.12%	$9 gain missed
90 days afterAug 1, 2024	Aug 1, 2024	$165.69	+0.75%	$60 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$159.32	−3.13%	$250 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.

Pfizer, Inc. Common StockPFE

Stock

Transaction date: May 3, 2024Amendment filed 824 days later
Type: Sale
Amount (as reported): $15,001 - $50,000
Owner: Joint

Disclosed 824 days after the trade. PFE closed at $27.81 on May 3, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 sold
Day after the tradeMay 6, 2024	May 6, 2024	$28.16	+1.26%	$409 gain missed
Day of disclosureAug 5, 2026	Aug 5, 2026	$25.81	−7.19%	$2,337 loss avoided
30 days afterJun 3, 2024	Jun 3, 2024	$29.31	+5.39%	$1,753 gain missed
90 days afterAug 1, 2024	Aug 1, 2024	$30.65	+10.2%	$3,319 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$30.11	+8.27%	$2,688 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.

PepsiCo, Inc. - Common StockPEP

Stock

Transaction date: May 3, 2024Amendment filed 824 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 824 days after the trade. PEP closed at $176.15 on May 3, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeMay 6, 2024	May 6, 2024	$175.82	−0.19%	$15 loss avoided
Day of disclosureAug 5, 2026	Aug 5, 2026	$138.78	−21.2%	$1,697 loss avoided
30 days afterJun 3, 2024	Jun 3, 2024	$171.23	−2.79%	$223 loss avoided
90 days afterAug 1, 2024	Aug 1, 2024	$174.96	−0.68%	$54 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$134.02	−23.9%	$1,914 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.

PayPal Holdings, Inc. - Common StockPYPL

Stock

Transaction date: May 3, 2024Amendment filed 824 days later
Type: Sale
Amount (as reported): $100,001 - $250,000
Owner: Joint

Disclosed 824 days after the trade. PYPL closed at $65.68 on May 3, 2024; 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 tradeMay 6, 2024	May 6, 2024	$65.61	−0.11%	$187 loss avoided
Day of disclosureAug 5, 2026	Aug 5, 2026	$57.93	−11.8%	$20,649 loss avoided
30 days afterJun 3, 2024	Jun 3, 2024	$63.46	−3.38%	$5,915 loss avoided
90 days afterAug 1, 2024	Aug 1, 2024	$65.31	−0.56%	$986 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$57.14	−13.0%	$22,754 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.

Paychex, Inc. - Common StockPAYX

Stock

Transaction date: May 3, 2024Amendment filed 824 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 824 days after the trade. PAYX closed at $120.10 on May 3, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeMay 6, 2024	May 6, 2024	$120.63	+0.44%	$35 gain missed
Day of disclosureAug 5, 2026	Aug 5, 2026	$118.27	−1.52%	$122 loss avoided
30 days afterJun 3, 2024	Jun 3, 2024	$120.15	+0.04%	$3 gain missed
90 days afterAug 1, 2024	Aug 1, 2024	$126.49	+5.32%	$426 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$112.62	−6.23%	$498 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.

Old Dominion Freight Line, Inc. - Common StockODFL

Stock

Transaction date: May 3, 2024Amendment filed 824 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 824 days after the trade. ODFL closed at $185.06 on May 3, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeMay 6, 2024	May 6, 2024	$180.18	−2.64%	$211 loss avoided
Day of disclosureAug 5, 2026	Aug 5, 2026	$215.45	+16.4%	$1,314 gain missed
30 days afterJun 3, 2024	Jun 3, 2024	$169.33	−8.50%	$680 loss avoided
90 days afterAug 1, 2024	Aug 1, 2024	$203.20	+9.80%	$784 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$188.33	+1.77%	$141 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.

Nordson Corporation - Common StockNDSN

Stock

Transaction date: May 3, 2024Amendment filed 824 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 824 days after the trade. NDSN closed at $265.61 on May 3, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeMay 6, 2024	May 6, 2024	$270.65	+1.90%	$152 gain missed
Day of disclosureAug 5, 2026	Aug 5, 2026	$310.67	+17.0%	$1,357 gain missed
30 days afterJun 3, 2024	Jun 3, 2024	$229.38	−13.6%	$1,091 loss avoided
90 days afterAug 1, 2024	Aug 1, 2024	$243.34	−8.38%	$671 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$327.01	+23.1%	$1,850 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.

NXP Semiconductors N.V. - Common StockNXPI

Stock

Transaction date: May 3, 2024Amendment filed 824 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 824 days after the trade. NXPI closed at $257.85 on May 3, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeMay 6, 2024	May 6, 2024	$259.63	+0.69%	$55 gain missed
Day of disclosureAug 5, 2026	Aug 5, 2026	$231.15	−10.4%	$828 loss avoided
30 days afterJun 3, 2024	Jun 3, 2024	$269.94	+4.69%	$375 gain missed
90 days afterAug 1, 2024	Aug 1, 2024	$243.62	−5.52%	$442 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$237.60	−7.85%	$628 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.

Netflix, Inc. - Common StockNFLX

Stock

Transaction date: May 3, 2024Amendment filed 824 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 824 days after the trade. NFLX closed at $57.93 on May 3, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeMay 6, 2024	May 6, 2024	$59.70	+3.04%	$243 gain missed
Day of disclosureAug 5, 2026	Aug 5, 2026	$74.20	+28.1%	$2,246 gain missed
30 days afterJun 3, 2024	Jun 3, 2024	$63.38	+9.40%	$752 gain missed
90 days afterAug 1, 2024	Aug 1, 2024	$62.49	+7.86%	$629 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$68.69	+18.6%	$1,485 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.

Motorola Solutions, Inc. Common StockMSI

Stock

Transaction date: May 3, 2024Amendment filed 824 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 824 days after the trade. MSI closed at $353.70 on May 3, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeMay 6, 2024	May 6, 2024	$349.64	−1.15%	$92 loss avoided
Day of disclosureAug 5, 2026	Aug 5, 2026	$438.14	+23.9%	$1,910 gain missed
30 days afterJun 3, 2024	Jun 3, 2024	$366.40	+3.59%	$287 gain missed
90 days afterAug 1, 2024	Aug 1, 2024	$398.58	+12.7%	$1,015 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$463.46	+31.0%	$2,483 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.

Moody's Corporation Common StockMCO

Stock

Transaction date: May 3, 2024Amendment filed 824 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 824 days after the trade. MCO closed at $380.56 on May 3, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeMay 6, 2024	May 6, 2024	$387.70	+1.88%	$150 gain missed
Day of disclosureAug 5, 2026	Aug 5, 2026	$483.98	+27.2%	$2,174 gain missed
30 days afterJun 3, 2024	Jun 3, 2024	$401.65	+5.54%	$443 gain missed
90 days afterAug 1, 2024	Aug 1, 2024	$460.88	+21.1%	$1,689 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$475.35	+24.9%	$1,993 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.

Monolithic Power Systems, Inc. - Common StockMPWR

Stock

Transaction date: May 3, 2024Amendment filed 824 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 824 days after the trade. MPWR closed at $707.22 on May 3, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeMay 6, 2024	May 6, 2024	$733.05	+3.65%	$292 gain missed
Day of disclosureAug 5, 2026	Aug 5, 2026	$1,345.45	+90.2%	$7,220 gain missed
30 days afterJun 3, 2024	Jun 3, 2024	$731.79	+3.47%	$278 gain missed
90 days afterAug 1, 2024	Aug 1, 2024	$784.95	+11.0%	$879 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$1,248.74	+76.6%	$6,126 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.

Mastercard Incorporated Common StockMA

Stock

Transaction date: May 3, 2024Amendment filed 824 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 824 days after the trade. MA closed at $443.58 on May 3, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeMay 6, 2024	May 6, 2024	$449.37	+1.31%	$104 gain missed
Day of disclosureAug 5, 2026	Aug 5, 2026	$570.48	+28.6%	$2,289 gain missed
30 days afterJun 3, 2024	Jun 3, 2024	$443.19	−0.09%	$7 loss avoided
90 days afterAug 1, 2024	Aug 1, 2024	$462.41	+4.25%	$340 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$620.42	+39.9%	$3,190 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.

lululemon athletica inc. - Common StockLULU

Stock

Transaction date: May 3, 2024Amendment filed 824 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 824 days after the trade. LULU closed at $355.15 on May 3, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeMay 6, 2024	May 6, 2024	$350.24	−1.38%	$111 loss avoided
Day of disclosureAug 5, 2026	Aug 5, 2026	$123.51	−65.2%	$5,219 loss avoided
30 days afterJun 3, 2024	Jun 3, 2024	$306.62	−13.7%	$1,093 loss avoided
90 days afterAug 1, 2024	Aug 1, 2024	$249.05	−29.9%	$2,390 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$99.94	−71.9%	$5,750 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.

KLA Corporation - Common StockKLAC

Stock

Transaction date: May 3, 2024Amendment filed 824 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 824 days after the trade. KLAC closed at $69.66 on May 3, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeMay 6, 2024	May 6, 2024	$71.84	+3.13%	$250 gain missed
Day of disclosureAug 5, 2026	Aug 5, 2026	$192.80	+176.8%	$14,144 gain missed
30 days afterJun 3, 2024	Jun 3, 2024	$75.41	+8.26%	$661 gain missed
90 days afterAug 1, 2024	Aug 1, 2024	$75.61	+8.55%	$684 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$161.74	+132.2%	$10,576 gain missed

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

Infosys Limited American Depositary SharesINFY

Stock

Transaction date: May 3, 2024Amendment filed 824 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 824 days after the trade. INFY closed at $16.93 on May 3, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeMay 6, 2024	May 6, 2024	$16.97	+0.24%	$19 gain missed
Day of disclosureAug 5, 2026	Aug 5, 2026	$12.48	−26.3%	$2,103 loss avoided
30 days afterJun 3, 2024	Jun 3, 2024	$16.85	−0.47%	$38 loss avoided
90 days afterAug 1, 2024	Aug 1, 2024	$22.30	+31.7%	$2,538 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$12.66	−25.2%	$2,018 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.

Illinois Tool Works Inc. Common StockITW

Stock

Transaction date: May 3, 2024Amendment filed 824 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 824 days after the trade. ITW closed at $243.92 on May 3, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeMay 6, 2024	May 6, 2024	$245.19	+0.52%	$42 gain missed
Day of disclosureAug 5, 2026	Aug 5, 2026	$297.32	+21.9%	$1,752 gain missed
30 days afterJun 3, 2024	Jun 3, 2024	$239.87	−1.66%	$133 loss avoided
90 days afterAug 1, 2024	Aug 1, 2024	$242.26	−0.68%	$54 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$274.97	+12.7%	$1,018 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.

Humacyte, Inc. - Common StockHUMA

Stock

Transaction date: May 3, 2024Amendment filed 824 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 824 days after the trade. HUMA closed at $4.41 on May 3, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeMay 6, 2024	May 6, 2024	$4.54	+2.95%	$236 gain missed
Day of disclosureAug 5, 2026	Aug 5, 2026	$0.729	−83.5%	$6,678 loss avoided
30 days afterJun 3, 2024	Jun 3, 2024	$7.37	+67.1%	$5,370 gain missed
90 days afterAug 1, 2024	Aug 1, 2024	$8.62	+95.5%	$7,638 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$0.406	−90.8%	$7,264 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.

Humacyte, Inc. - Common StockHUMA

Stock

Transaction date: May 3, 2024Amendment filed 824 days later
Type: Partial sale
Amount (as reported): $15,001 - $50,000
Owner: Joint

Disclosed 824 days after the trade. HUMA closed at $4.41 on May 3, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 sold
Day after the tradeMay 6, 2024	May 6, 2024	$4.54	+2.95%	$958 gain missed
Day of disclosureAug 5, 2026	Aug 5, 2026	$0.729	−83.5%	$27,128 loss avoided
30 days afterJun 3, 2024	Jun 3, 2024	$7.37	+67.1%	$21,815 gain missed
90 days afterAug 1, 2024	Aug 1, 2024	$8.62	+95.5%	$31,027 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$0.406	−90.8%	$29,509 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.

The Hershey Company Common StockHSY

Stock

Transaction date: May 3, 2024Amendment filed 824 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 824 days after the trade. HSY closed at $197.92 on May 3, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeMay 6, 2024	May 6, 2024	$196.49	−0.72%	$58 loss avoided
Day of disclosureAug 5, 2026	Aug 5, 2026	$179.58	−9.27%	$741 loss avoided
30 days afterJun 3, 2024	Jun 3, 2024	$196.42	−0.76%	$61 loss avoided
90 days afterAug 1, 2024	Aug 1, 2024	$199.62	+0.86%	$69 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$169.58	−14.3%	$1,146 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.

Jack Henry & Associates, Inc. - Common StockJKHY

Stock

Transaction date: May 3, 2024Amendment filed 824 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 824 days after the trade. JKHY closed at $164.18 on May 3, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeMay 6, 2024	May 6, 2024	$164.96	+0.48%	$38 gain missed
Day of disclosureAug 5, 2026	Aug 5, 2026	$154.35	−5.99%	$479 loss avoided
30 days afterJun 3, 2024	Jun 3, 2024	$163.26	−0.56%	$45 loss avoided
90 days afterAug 1, 2024	Aug 1, 2024	$169.07	+2.98%	$238 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$154.71	−5.77%	$462 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.

Graco Inc. Common StockGGG

Stock

Transaction date: May 3, 2024Amendment filed 824 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 824 days after the trade. GGG closed at $82.12 on May 3, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeMay 6, 2024	May 6, 2024	$82.85	+0.89%	$71 gain missed
Day of disclosureAug 5, 2026	Aug 5, 2026	$82.50	+0.46%	$37 gain missed
30 days afterJun 3, 2024	Jun 3, 2024	$79.22	−3.53%	$283 loss avoided
90 days afterAug 1, 2024	Aug 1, 2024	$82.48	+0.44%	$35 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$81.09	−1.25%	$100 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.

Garmin Ltd. - Common StockGRMN

Stock

Transaction date: May 3, 2024Amendment filed 824 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 824 days after the trade. GRMN closed at $165.97 on May 3, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeMay 6, 2024	May 6, 2024	$167.88	+1.15%	$92 gain missed
Day of disclosureAug 5, 2026	Aug 5, 2026	$302.55	+82.3%	$6,584 gain missed
30 days afterJun 3, 2024	Jun 3, 2024	$163.20	−1.67%	$134 loss avoided
90 days afterAug 1, 2024	Aug 1, 2024	$171.06	+3.07%	$245 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$290.35	+74.9%	$5,996 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.

Gaming and Leisure Properties, Inc. - Common StockGLPI

Stock

Transaction date: May 3, 2024Amendment filed 824 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 824 days after the trade. GLPI closed at $43.20 on May 3, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeMay 6, 2024	May 6, 2024	$43.65	+1.04%	$83 gain missed
Day of disclosureAug 5, 2026	Aug 5, 2026	$43.81	+1.41%	$113 gain missed
30 days afterJun 3, 2024	Jun 3, 2024	$45.00	+4.17%	$333 gain missed
90 days afterAug 1, 2024	Aug 1, 2024	$49.12	+13.7%	$1,096 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$39.14	−9.40%	$752 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.

FactSet Research Systems Inc. Common StockFDS

Stock

Transaction date: May 3, 2024Amendment filed 824 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 824 days after the trade. FDS closed at $428.25 on May 3, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeMay 6, 2024	May 6, 2024	$436.08	+1.83%	$146 gain missed
Day of disclosureAug 5, 2026	Aug 5, 2026	$278.03	−35.1%	$2,807 loss avoided
30 days afterJun 3, 2024	Jun 3, 2024	$394.89	−7.79%	$623 loss avoided
90 days afterAug 1, 2024	Aug 1, 2024	$408.71	−4.56%	$365 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$312.27	−27.1%	$2,167 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.

Equity Lifestyle Properties, Inc. Common StockELS

Stock

Transaction date: May 3, 2024Amendment filed 824 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 824 days after the trade. ELS closed at $63.33 on May 3, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeMay 6, 2024	May 6, 2024	$63.09	−0.38%	$30 loss avoided
Day of disclosureAug 5, 2026	Aug 5, 2026	$65.00	+2.64%	$211 gain missed
30 days afterJun 3, 2024	Jun 3, 2024	$63.22	−0.17%	$14 loss avoided
90 days afterAug 1, 2024	Aug 1, 2024	$70.40	+11.2%	$893 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$61.97	−2.15%	$172 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.

Deckers Outdoor Corporation Common StockDECK

Stock

Transaction date: May 3, 2024Amendment filed 824 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 824 days after the trade. DECK closed at $140.39 on May 3, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeMay 6, 2024	May 6, 2024	$143.64	+2.32%	$185 gain missed
Day of disclosureAug 5, 2026	Aug 5, 2026	$99.31	−29.3%	$2,341 loss avoided
30 days afterJun 3, 2024	Jun 3, 2024	$181.10	+29.0%	$2,320 gain missed
90 days afterAug 1, 2024	Aug 1, 2024	$151.04	+7.58%	$607 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$87.37	−37.8%	$3,022 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.

Copart, Inc. - Common StockCPRT

Stock

Transaction date: May 3, 2024Amendment filed 824 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 824 days after the trade. CPRT closed at $55.20 on May 3, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeMay 6, 2024	May 6, 2024	$55.74	+0.98%	$78 gain missed
Day of disclosureAug 5, 2026	Aug 5, 2026	$28.91	−47.6%	$3,811 loss avoided
30 days afterJun 3, 2024	Jun 3, 2024	$52.65	−4.62%	$370 loss avoided
90 days afterAug 1, 2024	Aug 1, 2024	$52.23	−5.38%	$430 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$27.83	−49.6%	$3,967 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.

Commerce Bancshares, Inc. - Common StockCBSH

Stock

Transaction date: May 3, 2024Amendment filed 824 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 824 days after the trade. CBSH closed at $50.92 on May 3, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeMay 6, 2024	May 6, 2024	$50.93	+0.02%	$1 gain missed
Day of disclosureAug 5, 2026	Aug 5, 2026	$59.66	+17.2%	$1,373 gain missed
30 days afterJun 3, 2024	Jun 3, 2024	$49.87	−2.07%	$165 loss avoided
90 days afterAug 1, 2024	Aug 1, 2024	$56.98	+11.9%	$952 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$55.58	+9.15%	$732 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.

Cintas Corporation - Common StockCTAS

Stock

Transaction date: May 3, 2024Amendment filed 824 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 824 days after the trade. CTAS closed at $168.51 on May 3, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeMay 6, 2024	May 6, 2024	$171.43	+1.73%	$138 gain missed
Day of disclosureAug 5, 2026	Aug 5, 2026	$201.40	+19.5%	$1,562 gain missed
30 days afterJun 3, 2024	Jun 3, 2024	$168.64	+0.08%	$6 gain missed
90 days afterAug 1, 2024	Aug 1, 2024	$190.48	+13.0%	$1,043 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$217.03	+28.8%	$2,304 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.

Cadence Design Systems, Inc. - Common StockCDNS

Stock

Transaction date: May 3, 2024Amendment filed 824 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 824 days after the trade. CDNS closed at $281.63 on May 3, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeMay 6, 2024	May 6, 2024	$285.19	+1.26%	$101 gain missed
Day of disclosureAug 5, 2026	Aug 5, 2026	$337.07	+19.7%	$1,575 gain missed
30 days afterJun 3, 2024	Jun 3, 2024	$286.15	+1.60%	$128 gain missed
90 days afterAug 1, 2024	Aug 1, 2024	$260.81	−7.39%	$591 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$319.87	+13.6%	$1,086 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.

Dow Inc. Common StockDOW

Stock

Transaction date: May 3, 2024Amendment filed 824 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 824 days after the trade. DOW closed at $57.04 on May 3, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeMay 6, 2024	May 6, 2024	$57.34	+0.53%	$42 gain missed
Day of disclosureAug 5, 2026	Aug 5, 2026	$29.67	−48.0%	$3,839 loss avoided
30 days afterJun 3, 2024	Jun 3, 2024	$56.07	−1.70%	$136 loss avoided
90 days afterAug 1, 2024	Aug 1, 2024	$53.28	−6.59%	$527 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$30.69	−46.2%	$3,696 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.

Brown & Brown, Inc. Common StockBRO

Stock

Transaction date: May 3, 2024Amendment filed 824 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 824 days after the trade. BRO closed at $83.50 on May 3, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeMay 6, 2024	May 6, 2024	$84.21	+0.85%	$68 gain missed
Day of disclosureAug 5, 2026	Aug 5, 2026	$70.95	−15.0%	$1,203 loss avoided
30 days afterJun 3, 2024	Jun 3, 2024	$88.89	+6.46%	$516 gain missed
90 days afterAug 1, 2024	Aug 1, 2024	$100.80	+20.7%	$1,658 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$70.90	−15.1%	$1,207 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.

ASML Holding N.V. - New York Registry SharesASML

Stock

Transaction date: May 3, 2024Amendment filed 824 days later
Type: Sale
Amount (as reported): $15,001 - $50,000
Owner: Joint

Disclosed 824 days after the trade. ASML closed at $901.63 on May 3, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 sold
Day after the tradeMay 6, 2024	May 6, 2024	$916.92	+1.70%	$551 gain missed
Day of disclosureAug 5, 2026	Aug 5, 2026	$1,678.22	+86.1%	$27,994 gain missed
30 days afterJun 3, 2024	Jun 3, 2024	$965.48	+7.08%	$2,302 gain missed
90 days afterAug 1, 2024	Aug 1, 2024	$883.71	−1.99%	$646 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$1,630.84	+80.9%	$26,286 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.

Agilent Technologies, Inc. Common StockA

Stock

Transaction date: May 3, 2024Amendment filed 824 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 824 days after the trade. A closed at $139.45 on May 3, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeMay 6, 2024	May 6, 2024	$140.61	+0.83%	$67 gain missed
Day of disclosureAug 5, 2026	Aug 5, 2026	$141.11	+1.19%	$95 gain missed
30 days afterJun 3, 2024	Jun 3, 2024	$131.40	−5.77%	$462 loss avoided
90 days afterAug 1, 2024	Aug 1, 2024	$142.86	+2.45%	$196 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$173.01	+24.1%	$1,926 gain missed

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

Transaction date

Owner

Asset

Type

Amount (as reported)

Prices

May 7, 2024Amendment filed 820 days later

Joint

Ark Innovation ETFARKKStock OptionOption Type: Call Strike price: $51.00 Expires: 12/20/2024

Purchase

$1,001 - $15,000

Options are not priced

May 10, 2024Amendment filed 817 days later

Joint

Ark Innovation ETFARKKStock OptionOption Type: Put Strike price: $45.00 Expires: 09/20/2024

Purchase

$1,001 - $15,000

Options are not priced

May 8, 2024Amendment filed 819 days later

Joint

S&P Biotech SPDRXBIStock OptionOption Type: Call Strike price: $100.00 Expires: 10/18/2024

Purchase

$1,001 - $15,000

Options are not priced

May 8, 2024Amendment filed 819 days later

Joint

S&P Biotech SPDRXBIStock OptionOption Type: Put Strike price: $90.00 Expires: 10/18/2024

Purchase

$1,001 - $15,000

Options are not priced

May 13, 2024Amendment filed 814 days later

Joint

Intel CorpINTCStock

Sale

$100,001 - $250,000

Disclosed 814 days after the trade. INTC closed at $30.51 on May 13, 2024; 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 tradeMay 14, 2024	May 14, 2024	$31.05	+1.77%	$3,097 gain missed
Day of disclosureAug 5, 2026	Aug 5, 2026	$101.06	+231.2%	$404,665 gain missed
30 days afterJun 12, 2024	Jun 12, 2024	$30.76	+0.82%	$1,434 gain missed
90 days afterAug 12, 2024	Aug 12, 2024	$19.36	−36.5%	$63,955 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$91.69	+200.5%	$350,920 gain missed

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

May 13, 2024Amendment filed 814 days later

Joint

Intel CorpINTCStock

Partial sale

$100,001 - $250,000

Disclosed 814 days after the trade. INTC closed at $30.51 on May 13, 2024; 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 tradeMay 14, 2024	May 14, 2024	$31.05	+1.77%	$3,097 gain missed
Day of disclosureAug 5, 2026	Aug 5, 2026	$101.06	+231.2%	$404,665 gain missed
30 days afterJun 12, 2024	Jun 12, 2024	$30.76	+0.82%	$1,434 gain missed
90 days afterAug 12, 2024	Aug 12, 2024	$19.36	−36.5%	$63,955 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$91.69	+200.5%	$350,920 gain missed

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

May 13, 2024Amendment filed 814 days later

Joint

Cleveland-Cliffs IncCLFStock

Sale

$100,001 - $250,000

Disclosed 814 days after the trade. CLF closed at $17.70 on May 13, 2024; 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 tradeMay 14, 2024	May 14, 2024	$17.80	+0.56%	$989 gain missed
Day of disclosureAug 5, 2026	Aug 5, 2026	$12.65	−28.5%	$49,930 loss avoided
30 days afterJun 12, 2024	Jun 12, 2024	$15.07	−14.9%	$26,003 loss avoided
90 days afterAug 12, 2024	Aug 12, 2024	$12.73	−28.1%	$49,139 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$13.65	−22.9%	$40,043 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 13, 2024Amendment filed 814 days later

Joint

Cleveland-Cliffs IncCLFStock

Partial sale

$100,001 - $250,000

Disclosed 814 days after the trade. CLF closed at $17.70 on May 13, 2024; 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 tradeMay 14, 2024	May 14, 2024	$17.80	+0.56%	$989 gain missed
Day of disclosureAug 5, 2026	Aug 5, 2026	$12.65	−28.5%	$49,930 loss avoided
30 days afterJun 12, 2024	Jun 12, 2024	$15.07	−14.9%	$26,003 loss avoided
90 days afterAug 12, 2024	Aug 12, 2024	$12.73	−28.1%	$49,139 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$13.65	−22.9%	$40,043 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 10, 2024Amendment filed 817 days later

Joint

Cleveland-Cliffs IncCLFStock OptionOption Type: Call Strike price: $20.00 Expires: 07/19/2024

Purchase

$1,001 - $15,000

Options are not priced

May 10, 2024Amendment filed 817 days later

Joint

Cleveland-Cliffs IncCLFStock OptionOption Type: Call Strike price: $20.00 Expires: 01/17/2025

Purchase

$1,001 - $15,000

Options are not priced

May 10, 2024Amendment filed 817 days later

Joint

Cleveland-Cliffs IncCLFStock OptionOption Type: Put Strike price: $17.00 Expires: 01/17/2025

Purchase

$1,001 - $15,000

Options are not priced

May 10, 2024Amendment filed 817 days later

Joint

Gilead Sciences IncGILDStock OptionOption Type: Put Strike price: $70.00 Expires: 11/15/2024

Purchase

$1,001 - $15,000

Options are not priced

May 10, 2024Amendment filed 817 days later

Joint

Gilead Sciences IncGILDStock OptionOption Type: Put Strike price: $70.00 Expires: 11/15/2024

Purchase

$1,001 - $15,000

Options are not priced

May 10, 2024Amendment filed 817 days later

Joint

Gilead Sciences IncGILDStock OptionOption Type: Put Strike price: $70.00 Expires: 11/15/2024

Purchase

$1,001 - $15,000

Options are not priced

May 10, 2024Amendment filed 817 days later

Joint

Paramount Global Cl BPARAStock

Sale

$100,001 - $250,000

No prices found

May 10, 2024Amendment filed 817 days later

Joint

Cleveland-Cliffs IncCLFStock OptionOption Type: Call Strike price: $17.00 Expires: 06/21/2024

Purchase

$1,001 - $15,000

Options are not priced

May 10, 2024Amendment filed 817 days later

Joint

Cleveland-Cliffs IncCLFStock OptionOption Type: Call Strike price: $17.00 Expires: 06/21/2024

Purchase

$1,001 - $15,000

Options are not priced

May 10, 2024Amendment filed 817 days later

Joint

Cleveland-Cliffs IncCLFStock OptionOption Type: Call Strike price: $17.00 Expires: 06/21/2024

Purchase

$1,001 - $15,000

Options are not priced

May 10, 2024Amendment filed 817 days later

Joint

Cleveland-Cliffs IncCLFStock OptionOption Type: Call Strike price: $17.00 Expires: 06/21/2024

Purchase

$1,001 - $15,000

Options are not priced

May 10, 2024Amendment filed 817 days later

Joint

Intel Corporation - Common StockINTCStock

Partial sale

$100,001 - $250,000

Disclosed 817 days after the trade. INTC closed at $29.85 on May 10, 2024; 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 tradeMay 13, 2024	May 13, 2024	$30.51	+2.21%	$3,869 gain missed
Day of disclosureAug 5, 2026	Aug 5, 2026	$101.06	+238.6%	$417,481 gain missed
30 days afterJun 10, 2024	Jun 10, 2024	$30.91	+3.55%	$6,214 gain missed
90 days afterAug 8, 2024	Aug 8, 2024	$20.49	−31.4%	$54,875 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$91.69	+207.2%	$362,548 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 10, 2024Amendment filed 817 days later

Joint

Cleveland-Cliffs IncCLFStock

Partial sale

$1,001 - $15,000

Disclosed 817 days after the trade. CLF closed at $17.32 on May 10, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeMay 13, 2024	May 13, 2024	$17.70	+2.19%	$176 gain missed
Day of disclosureAug 5, 2026	Aug 5, 2026	$12.65	−27.0%	$2,157 loss avoided
30 days afterJun 10, 2024	Jun 10, 2024	$15.65	−9.64%	$771 loss avoided
90 days afterAug 8, 2024	Aug 8, 2024	$13.34	−23.0%	$1,839 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$13.65	−21.2%	$1,695 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 10, 2024Amendment filed 817 days later

Joint

Cleveland-Cliffs IncCLFStock

Partial sale

$15,001 - $50,000

Disclosed 817 days after the trade. CLF closed at $17.32 on May 10, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 sold
Day after the tradeMay 13, 2024	May 13, 2024	$17.70	+2.19%	$713 gain missed
Day of disclosureAug 5, 2026	Aug 5, 2026	$12.65	−27.0%	$8,763 loss avoided
30 days afterJun 10, 2024	Jun 10, 2024	$15.65	−9.64%	$3,134 loss avoided
90 days afterAug 8, 2024	Aug 8, 2024	$13.34	−23.0%	$7,468 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$13.65	−21.2%	$6,887 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 10, 2024Amendment filed 817 days later

Joint

Cleveland-Cliffs IncCLFStock

Partial sale

$50,001 - $100,000

Disclosed 817 days after the trade. CLF closed at $17.32 on May 10, 2024; 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 13, 2024	May 13, 2024	$17.70	+2.19%	$1,646 gain missed
Day of disclosureAug 5, 2026	Aug 5, 2026	$12.65	−27.0%	$20,223 loss avoided
30 days afterJun 10, 2024	Jun 10, 2024	$15.65	−9.64%	$7,232 loss avoided
90 days afterAug 8, 2024	Aug 8, 2024	$13.34	−23.0%	$17,235 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$13.65	−21.2%	$15,892 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 10, 2024Amendment filed 817 days later

Joint

Cleveland-Cliffs IncCLFStock

Partial sale

$50,001 - $100,000

Disclosed 817 days after the trade. CLF closed at $17.32 on May 10, 2024; 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 13, 2024	May 13, 2024	$17.70	+2.19%	$1,646 gain missed
Day of disclosureAug 5, 2026	Aug 5, 2026	$12.65	−27.0%	$20,223 loss avoided
30 days afterJun 10, 2024	Jun 10, 2024	$15.65	−9.64%	$7,232 loss avoided
90 days afterAug 8, 2024	Aug 8, 2024	$13.34	−23.0%	$17,235 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$13.65	−21.2%	$15,892 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 10, 2024Amendment filed 817 days later

Joint

Cleveland-Cliffs IncCLFStock

Partial sale

$100,001 - $250,000

Disclosed 817 days after the trade. CLF closed at $17.32 on May 10, 2024; 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 tradeMay 13, 2024	May 13, 2024	$17.70	+2.19%	$3,840 gain missed
Day of disclosureAug 5, 2026	Aug 5, 2026	$12.65	−27.0%	$47,186 loss avoided
30 days afterJun 10, 2024	Jun 10, 2024	$15.65	−9.64%	$16,874 loss avoided
90 days afterAug 8, 2024	Aug 8, 2024	$13.34	−23.0%	$40,214 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$13.65	−21.2%	$37,082 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, 2024Amendment filed 818 days later

Joint

KeycorpKEYStock OptionOption Type: Put Strike price: $15.00 Expires: 09/20/2024

Purchase

$1,001 - $15,000

Options are not priced

May 9, 2024Amendment filed 818 days later

Joint

Intel Corporation - Common StockINTCStock

Purchase

$50,001 - $100,000

Disclosed 818 days after the trade. INTC closed at $30.09 on May 9, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $75,001 bought
Day after the tradeMay 10, 2024	May 10, 2024	$29.85	−0.80%	−$598 loss
Day of disclosureAug 5, 2026	Aug 5, 2026	$101.06	+235.9%	+$176,897 gain
30 days afterJun 10, 2024	Jun 10, 2024	$30.91	+2.73%	+$2,044 gain
90 days afterAug 7, 2024	Aug 7, 2024	$18.99	−36.9%	−$27,667 loss
Latest closeOct 20, 2026	Oct 20, 2026	$91.69	+204.7%	+$153,541 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.

May 8, 2024Amendment filed 819 days later

Joint

Barrick Gold CorpGOLDStock OptionOption Type: Put Strike price: $17.00 Expires: 01/17/2025

Purchase

$1,001 - $15,000

Options are not priced

May 8, 2024Amendment filed 819 days later

Joint

Barrick Gold CorpGOLDStock OptionOption Type: Put Strike price: $17.00 Expires: 01/17/2025

Purchase

$1,001 - $15,000

Options are not priced

May 8, 2024Amendment filed 819 days later

Joint

Adobe Systems IncADBEStock OptionOption Type: Put Strike price: $500.00 Expires: 12/20/2024

Purchase

$15,001 - $50,000

Options are not priced

May 8, 2024Amendment filed 819 days later

Joint

Skyworks Solutions, Inc. - Common StockSWKSStock

Sale

$1,001 - $15,000

Disclosed 819 days after the trade. SWKS closed at $93.24 on May 8, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeMay 9, 2024	May 9, 2024	$92.25	−1.06%	$85 loss avoided
Day of disclosureAug 5, 2026	Aug 5, 2026	$66.99	−28.2%	$2,253 loss avoided
30 days afterJun 7, 2024	Jun 7, 2024	$90.81	−2.61%	$209 loss avoided
90 days afterAug 6, 2024	Aug 6, 2024	$99.23	+6.42%	$514 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$81.30	−12.8%	$1,025 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 8, 2024Amendment filed 819 days later

Joint

Intel Corporation - Common StockINTCStock

Purchase

$100,001 - $250,000

Disclosed 819 days after the trade. INTC closed at $30.00 on May 8, 2024; 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 tradeMay 9, 2024	May 9, 2024	$30.09	+0.30%	+$525 gain
Day of disclosureAug 5, 2026	Aug 5, 2026	$101.06	+236.9%	+$414,519 gain
30 days afterJun 7, 2024	Jun 7, 2024	$30.74	+2.47%	+$4,317 gain
90 days afterAug 6, 2024	Aug 6, 2024	$19.71	−34.3%	−$60,055 loss
Latest closeOct 20, 2026	Oct 20, 2026	$91.69	+205.6%	+$359,860 gain

Estimates: filers report neither the price nor the 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 8, 2024Amendment filed 819 days later

Joint

Gilead Sciences, Inc. - Common StockGILDStock

Sale

$1,001 - $15,000

Disclosed 819 days after the trade. GILD closed at $64.92 on May 8, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeMay 9, 2024	May 9, 2024	$64.58	−0.52%	$42 loss avoided
Day of disclosureAug 5, 2026	Aug 5, 2026	$131.76	+103.0%	$8,238 gain missed
30 days afterJun 7, 2024	Jun 7, 2024	$64.70	−0.34%	$27 loss avoided
90 days afterAug 6, 2024	Aug 6, 2024	$74.19	+14.3%	$1,142 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$156.51	+141.1%	$11,288 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 7, 2024Amendment filed 820 days later

Joint

Fifth Third Bancorp - Common StockFITBStock OptionOption Type: Call Strike price: $30.00 Expires: 05/17/2024

Purchase

$1,001 - $15,000

Options are not priced

May 7, 2024Amendment filed 820 days later

Joint

Barrick Gold CorpGOLDStock OptionOption Type: Call Strike price: $20.00 Expires: 01/17/2025

Purchase

$1,001 - $15,000

Options are not priced

May 7, 2024Amendment filed 820 days later

Joint

Cleveland-Cliffs IncCLFStock OptionOption Type: Call Strike price: $20.00 Expires: 06/21/2024

Purchase

$1,001 - $15,000

Options are not priced

May 7, 2024Amendment filed 820 days later

Joint

Chevron Corporation Common StockCVXStock OptionOption Type: Put Strike price: $145.00 Expires: 09/20/2024

Purchase

$1,001 - $15,000

Options are not priced

May 7, 2024Amendment filed 820 days later

Joint

Cleveland-Cliffs IncCLFStock OptionOption Type: Call Strike price: $20.00 Expires: 11/15/2024

Purchase

$1,001 - $15,000

Options are not priced

May 7, 2024Amendment filed 820 days later

Joint

Cameco Corporation Common StockCCJStock OptionOption Type: Put Strike price: $45.00 Expires: 09/20/2024

Purchase

$1,001 - $15,000

Options are not priced

May 7, 2024Amendment filed 820 days later

Joint

Lattice Semiconductor Corporation - Common StockLSCCStock

Sale

$1,001 - $15,000

Disclosed 820 days after the trade. LSCC closed at $71.80 on May 7, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeMay 8, 2024	May 8, 2024	$69.36	−3.40%	$272 loss avoided
Day of disclosureAug 5, 2026	Aug 5, 2026	$128.31	+78.7%	$6,297 gain missed
30 days afterJun 6, 2024	Jun 6, 2024	$61.57	−14.2%	$1,140 loss avoided
90 days afterAug 5, 2024	Aug 5, 2024	$44.42	−38.1%	$3,051 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$107.41	+49.6%	$3,968 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 7, 2024Amendment filed 820 days later

Joint

Intel Corporation - Common StockINTCStock

Purchase

$100,001 - $250,000

Disclosed 820 days after the trade. INTC closed at $30.68 on May 7, 2024; 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 tradeMay 8, 2024	May 8, 2024	$30.00	−2.22%	−$3,879 loss
Day of disclosureAug 5, 2026	Aug 5, 2026	$101.06	+229.4%	+$401,453 gain
30 days afterJun 6, 2024	Jun 6, 2024	$30.42	−0.85%	−$1,483 loss
90 days afterAug 5, 2024	Aug 5, 2024	$20.11	−34.5%	−$60,292 loss
Latest closeOct 20, 2026	Oct 20, 2026	$91.69	+198.9%	+$348,006 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.

May 7, 2024Amendment filed 820 days later

Joint

Fifth Third Bancorp - Common StockFITBStock

Sale

$15,001 - $50,000

Disclosed 820 days after the trade. FITB closed at $38.03 on May 7, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 sold
Day after the tradeMay 8, 2024	May 8, 2024	$38.48	+1.18%	$385 gain missed
Day of disclosureAug 5, 2026	Aug 5, 2026	$57.60	+51.5%	$16,725 gain missed
30 days afterJun 6, 2024	Jun 6, 2024	$36.11	−5.05%	$1,641 loss avoided
90 days afterAug 5, 2024	Aug 5, 2024	$39.23	+3.16%	$1,026 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$52.41	+37.8%	$12,289 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 7, 2024Amendment filed 820 days later

Joint

Barrick Gold CorpGOLDStock

Sale

$100,001 - $250,000

Disclosed 820 days after the trade. GOLD closed at $16.74 on May 7, 2024; 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 tradeMay 8, 2024	May 8, 2024	$16.72	−0.12%	$209 loss avoided
Day of disclosureAug 5, 2026	Aug 5, 2026	$43.33	+158.8%	$277,974 gain missed
30 days afterJun 6, 2024	Jun 6, 2024	$17.32	+3.46%	$6,063 gain missed
90 days afterAug 5, 2024	Aug 5, 2024	$17.18	+2.63%	$4,600 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$38.19	+128.1%	$224,240 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 7, 2024Amendment filed 820 days later

Joint

Advanced Drainage Systems, Inc. Common StockWMSStock

Sale

$1,001 - $15,000

Disclosed 820 days after the trade. WMS closed at $168.13 on May 7, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeMay 8, 2024	May 8, 2024	$168.20	+0.04%	$3 gain missed
Day of disclosureAug 5, 2026	Aug 5, 2026	$149.59	−11.0%	$882 loss avoided
30 days afterJun 6, 2024	Jun 6, 2024	$162.86	−3.13%	$251 loss avoided
90 days afterAug 5, 2024	Aug 5, 2024	$156.73	−6.78%	$543 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$130.16	−22.6%	$1,807 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 3, 2024Amendment filed 824 days later

Joint

Waters Corporation Common StockWATStock

Sale

$1,001 - $15,000

Disclosed 824 days after the trade. WAT closed at $321.25 on May 3, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeMay 6, 2024	May 6, 2024	$319.86	−0.43%	$35 loss avoided
Day of disclosureAug 5, 2026	Aug 5, 2026	$400.00	+24.5%	$1,961 gain missed
30 days afterJun 3, 2024	Jun 3, 2024	$309.90	−3.53%	$283 loss avoided
90 days afterAug 1, 2024	Aug 1, 2024	$352.53	+9.74%	$779 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$442.83	+37.8%	$3,028 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 3, 2024Amendment filed 824 days later

Joint

Visa Inc.VStock

Sale

$1,001 - $15,000

Disclosed 824 days after the trade. V closed at $268.49 on May 3, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeMay 6, 2024	May 6, 2024	$272.67	+1.56%	$125 gain missed
Day of disclosureAug 5, 2026	Aug 5, 2026	$368.54	+37.3%	$2,981 gain missed
30 days afterJun 3, 2024	Jun 3, 2024	$270.38	+0.70%	$56 gain missed
90 days afterAug 1, 2024	Aug 1, 2024	$265.93	−0.95%	$76 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$406.57	+51.4%	$4,115 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 3, 2024Amendment filed 824 days later

Joint

Vertex Pharmaceuticals Incorporated - Common StockVRTXStock

Sale

$1,001 - $15,000

Disclosed 824 days after the trade. VRTX closed at $401.08 on May 3, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeMay 6, 2024	May 6, 2024	$402.50	+0.35%	$28 gain missed
Day of disclosureAug 5, 2026	Aug 5, 2026	$484.83	+20.9%	$1,671 gain missed
30 days afterJun 3, 2024	Jun 3, 2024	$470.18	+17.2%	$1,378 gain missed
90 days afterAug 1, 2024	Aug 1, 2024	$505.78	+26.1%	$2,089 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$514.65	+28.3%	$2,266 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 3, 2024Amendment filed 824 days later

Joint

Verisk Analytics, Inc. - Common StockVRSKStock

Sale

$1,001 - $15,000

Disclosed 824 days after the trade. VRSK closed at $237.33 on May 3, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeMay 6, 2024	May 6, 2024	$241.86	+1.91%	$153 gain missed
Day of disclosureAug 5, 2026	Aug 5, 2026	$188.75	−20.5%	$1,638 loss avoided
30 days afterJun 3, 2024	Jun 3, 2024	$253.75	+6.92%	$554 gain missed
90 days afterAug 1, 2024	Aug 1, 2024	$261.37	+10.1%	$810 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$190.87	−19.6%	$1,566 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 3, 2024Amendment filed 824 days later

Joint

Ubiquiti Inc. Common StockUIStock

Sale

$1,001 - $15,000

Disclosed 824 days after the trade. UI closed at $111.20 on May 3, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeMay 6, 2024	May 6, 2024	$112.47	+1.14%	$91 gain missed
Day of disclosureAug 5, 2026	Aug 5, 2026	$569.12	+411.8%	$32,948 gain missed
30 days afterJun 3, 2024	Jun 3, 2024	$146.88	+32.1%	$2,567 gain missed
90 days afterAug 1, 2024	Aug 1, 2024	$176.05	+58.3%	$4,666 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$605.04	+444.1%	$35,532 gain missed

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

May 3, 2024Amendment filed 824 days later

Joint

Teradyne, Inc. - Common StockTERStock

Sale

$1,001 - $15,000

Disclosed 824 days after the trade. TER closed at $120.44 on May 3, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeMay 6, 2024	May 6, 2024	$121.95	+1.25%	$100 gain missed
Day of disclosureAug 5, 2026	Aug 5, 2026	$389.39	+223.3%	$17,867 gain missed
30 days afterJun 3, 2024	Jun 3, 2024	$141.02	+17.1%	$1,367 gain missed
90 days afterAug 1, 2024	Aug 1, 2024	$121.74	+1.08%	$86 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$336.59	+179.5%	$14,359 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 3, 2024Amendment filed 824 days later

Joint

Te Connectivity LtdTELStock

Sale

$1,001 - $15,000

Disclosed 824 days after the trade. TEL closed at $142.00 on May 3, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeMay 6, 2024	May 6, 2024	$142.22	+0.15%	$12 gain missed
Day of disclosureAug 5, 2026	Aug 5, 2026	$218.02	+53.5%	$4,283 gain missed
30 days afterJun 3, 2024	Jun 3, 2024	$149.11	+5.01%	$401 gain missed
90 days afterAug 1, 2024	Aug 1, 2024	$150.31	+5.85%	$468 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$213.66	+50.5%	$4,038 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 3, 2024Amendment filed 824 days later

Joint

Synopsys, Inc. - Common StockSNPSStock

Sale

$1,001 - $15,000

Disclosed 824 days after the trade. SNPS closed at $536.94 on May 3, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeMay 6, 2024	May 6, 2024	$545.54	+1.60%	$128 gain missed
Day of disclosureAug 5, 2026	Aug 5, 2026	$400.82	−25.4%	$2,028 loss avoided
30 days afterJun 3, 2024	Jun 3, 2024	$561.18	+4.51%	$361 gain missed
90 days afterAug 1, 2024	Aug 1, 2024	$540.67	+0.69%	$56 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$447.62	−16.6%	$1,331 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 3, 2024Amendment filed 824 days later

Joint

Solventum Corporation Common StockSOLVStock

Sale

$1,001 - $15,000

Disclosed 824 days after the trade. SOLV closed at $64.65 on May 3, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeMay 6, 2024	May 6, 2024	$64.69	+0.06%	$5 gain missed
Day of disclosureAug 5, 2026	Aug 5, 2026	$87.47	+35.3%	$2,824 gain missed
30 days afterJun 3, 2024	Jun 3, 2024	$57.05	−11.8%	$941 loss avoided
90 days afterAug 1, 2024	Aug 1, 2024	$58.06	−10.2%	$816 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$86.39	+33.6%	$2,691 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 3, 2024Amendment filed 824 days later

Joint

ROLLS-ROYCE HOLDINGS PLC ADRStock

Sale

$1,001 - $15,000

No ticker reported

May 3, 2024Amendment filed 824 days later

Joint

ROLLS-ROYCE HOLDINGS PLC ADRStock

Partial sale

$1,001 - $15,000

No ticker reported

May 3, 2024Amendment filed 824 days later

Joint

ROLLS-ROYCE HOLDINGS PLC ADRStock

Partial sale

$1,001 - $15,000

No ticker reported

May 3, 2024Amendment filed 824 days later

Joint

ResMed Inc. Common StockRMDStock

Sale

$1,001 - $15,000

Disclosed 824 days after the trade. RMD closed at $216.98 on May 3, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeMay 6, 2024	May 6, 2024	$216.94	−0.02%	$1 loss avoided
Day of disclosureAug 5, 2026	Aug 5, 2026	$224.03	+3.25%	$260 gain missed
30 days afterJun 3, 2024	Jun 3, 2024	$207.39	−4.42%	$354 loss avoided
90 days afterAug 1, 2024	Aug 1, 2024	$214.56	−1.12%	$89 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$245.50	+13.1%	$1,052 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 3, 2024Amendment filed 824 days later

Joint

Relx Plc ADRRELXStock

Sale

$1,001 - $15,000

Disclosed 824 days after the trade. RELX closed at $42.16 on May 3, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeMay 6, 2024	May 6, 2024	$42.41	+0.59%	$47 gain missed
Day of disclosureAug 5, 2026	Aug 5, 2026	$36.61	−13.2%	$1,053 loss avoided
30 days afterJun 3, 2024	Jun 3, 2024	$43.90	+4.13%	$330 gain missed
90 days afterAug 1, 2024	Aug 1, 2024	$46.09	+9.31%	$745 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$39.39	−6.57%	$526 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 3, 2024Amendment filed 824 days later

Joint

Qualys, Inc. - Common StockQLYSStock

Sale

$1,001 - $15,000

Disclosed 824 days after the trade. QLYS closed at $165.37 on May 3, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeMay 6, 2024	May 6, 2024	$170.19	+2.91%	$233 gain missed
Day of disclosureAug 5, 2026	Aug 5, 2026	$183.25	+10.8%	$865 gain missed
30 days afterJun 3, 2024	Jun 3, 2024	$135.67	−18.0%	$1,437 loss avoided
90 days afterAug 1, 2024	Aug 1, 2024	$138.42	−16.3%	$1,304 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$190.47	+15.2%	$1,214 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 3, 2024Amendment filed 824 days later

Joint

Procter & Gamble Company (The) Common StockPGStock

Sale

$1,001 - $15,000

Disclosed 824 days after the trade. PG closed at $164.46 on May 3, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeMay 6, 2024	May 6, 2024	$164.44	−0.01%	$1 loss avoided
Day of disclosureAug 5, 2026	Aug 5, 2026	$146.80	−10.7%	$859 loss avoided
30 days afterJun 3, 2024	Jun 3, 2024	$164.65	+0.12%	$9 gain missed
90 days afterAug 1, 2024	Aug 1, 2024	$165.69	+0.75%	$60 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$159.32	−3.13%	$250 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 3, 2024Amendment filed 824 days later

Joint

Pfizer, Inc. Common StockPFEStock

Sale

$15,001 - $50,000

Disclosed 824 days after the trade. PFE closed at $27.81 on May 3, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 sold
Day after the tradeMay 6, 2024	May 6, 2024	$28.16	+1.26%	$409 gain missed
Day of disclosureAug 5, 2026	Aug 5, 2026	$25.81	−7.19%	$2,337 loss avoided
30 days afterJun 3, 2024	Jun 3, 2024	$29.31	+5.39%	$1,753 gain missed
90 days afterAug 1, 2024	Aug 1, 2024	$30.65	+10.2%	$3,319 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$30.11	+8.27%	$2,688 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 3, 2024Amendment filed 824 days later

Joint

PepsiCo, Inc. - Common StockPEPStock

Sale

$1,001 - $15,000

Disclosed 824 days after the trade. PEP closed at $176.15 on May 3, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeMay 6, 2024	May 6, 2024	$175.82	−0.19%	$15 loss avoided
Day of disclosureAug 5, 2026	Aug 5, 2026	$138.78	−21.2%	$1,697 loss avoided
30 days afterJun 3, 2024	Jun 3, 2024	$171.23	−2.79%	$223 loss avoided
90 days afterAug 1, 2024	Aug 1, 2024	$174.96	−0.68%	$54 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$134.02	−23.9%	$1,914 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 3, 2024Amendment filed 824 days later

Joint

PayPal Holdings, Inc. - Common StockPYPLStock

Sale

$100,001 - $250,000

Disclosed 824 days after the trade. PYPL closed at $65.68 on May 3, 2024; 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 tradeMay 6, 2024	May 6, 2024	$65.61	−0.11%	$187 loss avoided
Day of disclosureAug 5, 2026	Aug 5, 2026	$57.93	−11.8%	$20,649 loss avoided
30 days afterJun 3, 2024	Jun 3, 2024	$63.46	−3.38%	$5,915 loss avoided
90 days afterAug 1, 2024	Aug 1, 2024	$65.31	−0.56%	$986 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$57.14	−13.0%	$22,754 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 3, 2024Amendment filed 824 days later

Joint

Paychex, Inc. - Common StockPAYXStock

Sale

$1,001 - $15,000

Disclosed 824 days after the trade. PAYX closed at $120.10 on May 3, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeMay 6, 2024	May 6, 2024	$120.63	+0.44%	$35 gain missed
Day of disclosureAug 5, 2026	Aug 5, 2026	$118.27	−1.52%	$122 loss avoided
30 days afterJun 3, 2024	Jun 3, 2024	$120.15	+0.04%	$3 gain missed
90 days afterAug 1, 2024	Aug 1, 2024	$126.49	+5.32%	$426 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$112.62	−6.23%	$498 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 3, 2024Amendment filed 824 days later

Joint

Old Dominion Freight Line, Inc. - Common StockODFLStock

Sale

$1,001 - $15,000

Disclosed 824 days after the trade. ODFL closed at $185.06 on May 3, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeMay 6, 2024	May 6, 2024	$180.18	−2.64%	$211 loss avoided
Day of disclosureAug 5, 2026	Aug 5, 2026	$215.45	+16.4%	$1,314 gain missed
30 days afterJun 3, 2024	Jun 3, 2024	$169.33	−8.50%	$680 loss avoided
90 days afterAug 1, 2024	Aug 1, 2024	$203.20	+9.80%	$784 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$188.33	+1.77%	$141 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 3, 2024Amendment filed 824 days later

Joint

Nordson Corporation - Common StockNDSNStock

Sale

$1,001 - $15,000

Disclosed 824 days after the trade. NDSN closed at $265.61 on May 3, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeMay 6, 2024	May 6, 2024	$270.65	+1.90%	$152 gain missed
Day of disclosureAug 5, 2026	Aug 5, 2026	$310.67	+17.0%	$1,357 gain missed
30 days afterJun 3, 2024	Jun 3, 2024	$229.38	−13.6%	$1,091 loss avoided
90 days afterAug 1, 2024	Aug 1, 2024	$243.34	−8.38%	$671 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$327.01	+23.1%	$1,850 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 3, 2024Amendment filed 824 days later

Joint

NXP Semiconductors N.V. - Common StockNXPIStock

Sale

$1,001 - $15,000

Disclosed 824 days after the trade. NXPI closed at $257.85 on May 3, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeMay 6, 2024	May 6, 2024	$259.63	+0.69%	$55 gain missed
Day of disclosureAug 5, 2026	Aug 5, 2026	$231.15	−10.4%	$828 loss avoided
30 days afterJun 3, 2024	Jun 3, 2024	$269.94	+4.69%	$375 gain missed
90 days afterAug 1, 2024	Aug 1, 2024	$243.62	−5.52%	$442 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$237.60	−7.85%	$628 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 3, 2024Amendment filed 824 days later

Joint

Netflix, Inc. - Common StockNFLXStock

Sale

$1,001 - $15,000

Disclosed 824 days after the trade. NFLX closed at $57.93 on May 3, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeMay 6, 2024	May 6, 2024	$59.70	+3.04%	$243 gain missed
Day of disclosureAug 5, 2026	Aug 5, 2026	$74.20	+28.1%	$2,246 gain missed
30 days afterJun 3, 2024	Jun 3, 2024	$63.38	+9.40%	$752 gain missed
90 days afterAug 1, 2024	Aug 1, 2024	$62.49	+7.86%	$629 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$68.69	+18.6%	$1,485 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 3, 2024Amendment filed 824 days later

Joint

Motorola Solutions, Inc. Common StockMSIStock

Sale

$1,001 - $15,000

Disclosed 824 days after the trade. MSI closed at $353.70 on May 3, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeMay 6, 2024	May 6, 2024	$349.64	−1.15%	$92 loss avoided
Day of disclosureAug 5, 2026	Aug 5, 2026	$438.14	+23.9%	$1,910 gain missed
30 days afterJun 3, 2024	Jun 3, 2024	$366.40	+3.59%	$287 gain missed
90 days afterAug 1, 2024	Aug 1, 2024	$398.58	+12.7%	$1,015 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$463.46	+31.0%	$2,483 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 3, 2024Amendment filed 824 days later

Joint

Moody's Corporation Common StockMCOStock

Sale

$1,001 - $15,000

Disclosed 824 days after the trade. MCO closed at $380.56 on May 3, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeMay 6, 2024	May 6, 2024	$387.70	+1.88%	$150 gain missed
Day of disclosureAug 5, 2026	Aug 5, 2026	$483.98	+27.2%	$2,174 gain missed
30 days afterJun 3, 2024	Jun 3, 2024	$401.65	+5.54%	$443 gain missed
90 days afterAug 1, 2024	Aug 1, 2024	$460.88	+21.1%	$1,689 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$475.35	+24.9%	$1,993 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 3, 2024Amendment filed 824 days later

Joint

Monolithic Power Systems, Inc. - Common StockMPWRStock

Sale

$1,001 - $15,000

Disclosed 824 days after the trade. MPWR closed at $707.22 on May 3, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeMay 6, 2024	May 6, 2024	$733.05	+3.65%	$292 gain missed
Day of disclosureAug 5, 2026	Aug 5, 2026	$1,345.45	+90.2%	$7,220 gain missed
30 days afterJun 3, 2024	Jun 3, 2024	$731.79	+3.47%	$278 gain missed
90 days afterAug 1, 2024	Aug 1, 2024	$784.95	+11.0%	$879 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$1,248.74	+76.6%	$6,126 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 3, 2024Amendment filed 824 days later

Joint

Mastercard Incorporated Common StockMAStock

Sale

$1,001 - $15,000

Disclosed 824 days after the trade. MA closed at $443.58 on May 3, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeMay 6, 2024	May 6, 2024	$449.37	+1.31%	$104 gain missed
Day of disclosureAug 5, 2026	Aug 5, 2026	$570.48	+28.6%	$2,289 gain missed
30 days afterJun 3, 2024	Jun 3, 2024	$443.19	−0.09%	$7 loss avoided
90 days afterAug 1, 2024	Aug 1, 2024	$462.41	+4.25%	$340 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$620.42	+39.9%	$3,190 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 3, 2024Amendment filed 824 days later

Joint

lululemon athletica inc. - Common StockLULUStock

Sale

$1,001 - $15,000

Disclosed 824 days after the trade. LULU closed at $355.15 on May 3, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeMay 6, 2024	May 6, 2024	$350.24	−1.38%	$111 loss avoided
Day of disclosureAug 5, 2026	Aug 5, 2026	$123.51	−65.2%	$5,219 loss avoided
30 days afterJun 3, 2024	Jun 3, 2024	$306.62	−13.7%	$1,093 loss avoided
90 days afterAug 1, 2024	Aug 1, 2024	$249.05	−29.9%	$2,390 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$99.94	−71.9%	$5,750 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 3, 2024Amendment filed 824 days later

Joint

KLA Corporation - Common StockKLACStock

Sale

$1,001 - $15,000

Disclosed 824 days after the trade. KLAC closed at $69.66 on May 3, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeMay 6, 2024	May 6, 2024	$71.84	+3.13%	$250 gain missed
Day of disclosureAug 5, 2026	Aug 5, 2026	$192.80	+176.8%	$14,144 gain missed
30 days afterJun 3, 2024	Jun 3, 2024	$75.41	+8.26%	$661 gain missed
90 days afterAug 1, 2024	Aug 1, 2024	$75.61	+8.55%	$684 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$161.74	+132.2%	$10,576 gain missed

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

May 3, 2024Amendment filed 824 days later

Joint

Infosys Limited American Depositary SharesINFYStock

Sale

$1,001 - $15,000

Disclosed 824 days after the trade. INFY closed at $16.93 on May 3, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeMay 6, 2024	May 6, 2024	$16.97	+0.24%	$19 gain missed
Day of disclosureAug 5, 2026	Aug 5, 2026	$12.48	−26.3%	$2,103 loss avoided
30 days afterJun 3, 2024	Jun 3, 2024	$16.85	−0.47%	$38 loss avoided
90 days afterAug 1, 2024	Aug 1, 2024	$22.30	+31.7%	$2,538 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$12.66	−25.2%	$2,018 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 3, 2024Amendment filed 824 days later

Joint

Illinois Tool Works Inc. Common StockITWStock

Sale

$1,001 - $15,000

Disclosed 824 days after the trade. ITW closed at $243.92 on May 3, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeMay 6, 2024	May 6, 2024	$245.19	+0.52%	$42 gain missed
Day of disclosureAug 5, 2026	Aug 5, 2026	$297.32	+21.9%	$1,752 gain missed
30 days afterJun 3, 2024	Jun 3, 2024	$239.87	−1.66%	$133 loss avoided
90 days afterAug 1, 2024	Aug 1, 2024	$242.26	−0.68%	$54 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$274.97	+12.7%	$1,018 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 3, 2024Amendment filed 824 days later

Joint

Humacyte, Inc. - Common StockHUMAStock

Sale

$1,001 - $15,000

Disclosed 824 days after the trade. HUMA closed at $4.41 on May 3, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeMay 6, 2024	May 6, 2024	$4.54	+2.95%	$236 gain missed
Day of disclosureAug 5, 2026	Aug 5, 2026	$0.729	−83.5%	$6,678 loss avoided
30 days afterJun 3, 2024	Jun 3, 2024	$7.37	+67.1%	$5,370 gain missed
90 days afterAug 1, 2024	Aug 1, 2024	$8.62	+95.5%	$7,638 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$0.406	−90.8%	$7,264 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 3, 2024Amendment filed 824 days later

Joint

Humacyte, Inc. - Common StockHUMAStock

Partial sale

$15,001 - $50,000

Disclosed 824 days after the trade. HUMA closed at $4.41 on May 3, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 sold
Day after the tradeMay 6, 2024	May 6, 2024	$4.54	+2.95%	$958 gain missed
Day of disclosureAug 5, 2026	Aug 5, 2026	$0.729	−83.5%	$27,128 loss avoided
30 days afterJun 3, 2024	Jun 3, 2024	$7.37	+67.1%	$21,815 gain missed
90 days afterAug 1, 2024	Aug 1, 2024	$8.62	+95.5%	$31,027 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$0.406	−90.8%	$29,509 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 3, 2024Amendment filed 824 days later

Joint

The Hershey Company Common StockHSYStock

Sale

$1,001 - $15,000

Disclosed 824 days after the trade. HSY closed at $197.92 on May 3, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeMay 6, 2024	May 6, 2024	$196.49	−0.72%	$58 loss avoided
Day of disclosureAug 5, 2026	Aug 5, 2026	$179.58	−9.27%	$741 loss avoided
30 days afterJun 3, 2024	Jun 3, 2024	$196.42	−0.76%	$61 loss avoided
90 days afterAug 1, 2024	Aug 1, 2024	$199.62	+0.86%	$69 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$169.58	−14.3%	$1,146 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 3, 2024Amendment filed 824 days later

Joint

Jack Henry & Associates, Inc. - Common StockJKHYStock

Sale

$1,001 - $15,000

Disclosed 824 days after the trade. JKHY closed at $164.18 on May 3, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeMay 6, 2024	May 6, 2024	$164.96	+0.48%	$38 gain missed
Day of disclosureAug 5, 2026	Aug 5, 2026	$154.35	−5.99%	$479 loss avoided
30 days afterJun 3, 2024	Jun 3, 2024	$163.26	−0.56%	$45 loss avoided
90 days afterAug 1, 2024	Aug 1, 2024	$169.07	+2.98%	$238 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$154.71	−5.77%	$462 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 3, 2024Amendment filed 824 days later

Joint

Graco Inc. Common StockGGGStock

Sale

$1,001 - $15,000

Disclosed 824 days after the trade. GGG closed at $82.12 on May 3, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeMay 6, 2024	May 6, 2024	$82.85	+0.89%	$71 gain missed
Day of disclosureAug 5, 2026	Aug 5, 2026	$82.50	+0.46%	$37 gain missed
30 days afterJun 3, 2024	Jun 3, 2024	$79.22	−3.53%	$283 loss avoided
90 days afterAug 1, 2024	Aug 1, 2024	$82.48	+0.44%	$35 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$81.09	−1.25%	$100 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 3, 2024Amendment filed 824 days later

Joint

Garmin Ltd. - Common StockGRMNStock

Sale

$1,001 - $15,000

Disclosed 824 days after the trade. GRMN closed at $165.97 on May 3, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeMay 6, 2024	May 6, 2024	$167.88	+1.15%	$92 gain missed
Day of disclosureAug 5, 2026	Aug 5, 2026	$302.55	+82.3%	$6,584 gain missed
30 days afterJun 3, 2024	Jun 3, 2024	$163.20	−1.67%	$134 loss avoided
90 days afterAug 1, 2024	Aug 1, 2024	$171.06	+3.07%	$245 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$290.35	+74.9%	$5,996 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 3, 2024Amendment filed 824 days later

Joint

Gaming and Leisure Properties, Inc. - Common StockGLPIStock

Sale

$1,001 - $15,000

Disclosed 824 days after the trade. GLPI closed at $43.20 on May 3, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeMay 6, 2024	May 6, 2024	$43.65	+1.04%	$83 gain missed
Day of disclosureAug 5, 2026	Aug 5, 2026	$43.81	+1.41%	$113 gain missed
30 days afterJun 3, 2024	Jun 3, 2024	$45.00	+4.17%	$333 gain missed
90 days afterAug 1, 2024	Aug 1, 2024	$49.12	+13.7%	$1,096 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$39.14	−9.40%	$752 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 3, 2024Amendment filed 824 days later

Joint

FactSet Research Systems Inc. Common StockFDSStock

Sale

$1,001 - $15,000

Disclosed 824 days after the trade. FDS closed at $428.25 on May 3, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeMay 6, 2024	May 6, 2024	$436.08	+1.83%	$146 gain missed
Day of disclosureAug 5, 2026	Aug 5, 2026	$278.03	−35.1%	$2,807 loss avoided
30 days afterJun 3, 2024	Jun 3, 2024	$394.89	−7.79%	$623 loss avoided
90 days afterAug 1, 2024	Aug 1, 2024	$408.71	−4.56%	$365 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$312.27	−27.1%	$2,167 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 3, 2024Amendment filed 824 days later

Joint

Equity Lifestyle Properties, Inc. Common StockELSStock

Sale

$1,001 - $15,000

Disclosed 824 days after the trade. ELS closed at $63.33 on May 3, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeMay 6, 2024	May 6, 2024	$63.09	−0.38%	$30 loss avoided
Day of disclosureAug 5, 2026	Aug 5, 2026	$65.00	+2.64%	$211 gain missed
30 days afterJun 3, 2024	Jun 3, 2024	$63.22	−0.17%	$14 loss avoided
90 days afterAug 1, 2024	Aug 1, 2024	$70.40	+11.2%	$893 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$61.97	−2.15%	$172 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 3, 2024Amendment filed 824 days later

Joint

Deckers Outdoor Corporation Common StockDECKStock

Sale

$1,001 - $15,000

Disclosed 824 days after the trade. DECK closed at $140.39 on May 3, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeMay 6, 2024	May 6, 2024	$143.64	+2.32%	$185 gain missed
Day of disclosureAug 5, 2026	Aug 5, 2026	$99.31	−29.3%	$2,341 loss avoided
30 days afterJun 3, 2024	Jun 3, 2024	$181.10	+29.0%	$2,320 gain missed
90 days afterAug 1, 2024	Aug 1, 2024	$151.04	+7.58%	$607 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$87.37	−37.8%	$3,022 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 3, 2024Amendment filed 824 days later

Joint

Copart, Inc. - Common StockCPRTStock

Sale

$1,001 - $15,000

Disclosed 824 days after the trade. CPRT closed at $55.20 on May 3, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeMay 6, 2024	May 6, 2024	$55.74	+0.98%	$78 gain missed
Day of disclosureAug 5, 2026	Aug 5, 2026	$28.91	−47.6%	$3,811 loss avoided
30 days afterJun 3, 2024	Jun 3, 2024	$52.65	−4.62%	$370 loss avoided
90 days afterAug 1, 2024	Aug 1, 2024	$52.23	−5.38%	$430 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$27.83	−49.6%	$3,967 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 3, 2024Amendment filed 824 days later

Joint

Commerce Bancshares, Inc. - Common StockCBSHStock

Sale

$1,001 - $15,000

Disclosed 824 days after the trade. CBSH closed at $50.92 on May 3, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeMay 6, 2024	May 6, 2024	$50.93	+0.02%	$1 gain missed
Day of disclosureAug 5, 2026	Aug 5, 2026	$59.66	+17.2%	$1,373 gain missed
30 days afterJun 3, 2024	Jun 3, 2024	$49.87	−2.07%	$165 loss avoided
90 days afterAug 1, 2024	Aug 1, 2024	$56.98	+11.9%	$952 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$55.58	+9.15%	$732 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 3, 2024Amendment filed 824 days later

Joint

Cintas Corporation - Common StockCTASStock

Sale

$1,001 - $15,000

Disclosed 824 days after the trade. CTAS closed at $168.51 on May 3, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeMay 6, 2024	May 6, 2024	$171.43	+1.73%	$138 gain missed
Day of disclosureAug 5, 2026	Aug 5, 2026	$201.40	+19.5%	$1,562 gain missed
30 days afterJun 3, 2024	Jun 3, 2024	$168.64	+0.08%	$6 gain missed
90 days afterAug 1, 2024	Aug 1, 2024	$190.48	+13.0%	$1,043 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$217.03	+28.8%	$2,304 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 3, 2024Amendment filed 824 days later

Joint

Cadence Design Systems, Inc. - Common StockCDNSStock

Sale

$1,001 - $15,000

Disclosed 824 days after the trade. CDNS closed at $281.63 on May 3, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeMay 6, 2024	May 6, 2024	$285.19	+1.26%	$101 gain missed
Day of disclosureAug 5, 2026	Aug 5, 2026	$337.07	+19.7%	$1,575 gain missed
30 days afterJun 3, 2024	Jun 3, 2024	$286.15	+1.60%	$128 gain missed
90 days afterAug 1, 2024	Aug 1, 2024	$260.81	−7.39%	$591 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$319.87	+13.6%	$1,086 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 3, 2024Amendment filed 824 days later

Joint

Dow Inc. Common StockDOWStock

Sale

$1,001 - $15,000

Disclosed 824 days after the trade. DOW closed at $57.04 on May 3, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeMay 6, 2024	May 6, 2024	$57.34	+0.53%	$42 gain missed
Day of disclosureAug 5, 2026	Aug 5, 2026	$29.67	−48.0%	$3,839 loss avoided
30 days afterJun 3, 2024	Jun 3, 2024	$56.07	−1.70%	$136 loss avoided
90 days afterAug 1, 2024	Aug 1, 2024	$53.28	−6.59%	$527 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$30.69	−46.2%	$3,696 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 3, 2024Amendment filed 824 days later

Joint

Brown & Brown, Inc. Common StockBROStock

Sale

$1,001 - $15,000

Disclosed 824 days after the trade. BRO closed at $83.50 on May 3, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeMay 6, 2024	May 6, 2024	$84.21	+0.85%	$68 gain missed
Day of disclosureAug 5, 2026	Aug 5, 2026	$70.95	−15.0%	$1,203 loss avoided
30 days afterJun 3, 2024	Jun 3, 2024	$88.89	+6.46%	$516 gain missed
90 days afterAug 1, 2024	Aug 1, 2024	$100.80	+20.7%	$1,658 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$70.90	−15.1%	$1,207 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 3, 2024Amendment filed 824 days later

Joint

ASML Holding N.V. - New York Registry SharesASMLStock

Sale

$15,001 - $50,000

Disclosed 824 days after the trade. ASML closed at $901.63 on May 3, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 sold
Day after the tradeMay 6, 2024	May 6, 2024	$916.92	+1.70%	$551 gain missed
Day of disclosureAug 5, 2026	Aug 5, 2026	$1,678.22	+86.1%	$27,994 gain missed
30 days afterJun 3, 2024	Jun 3, 2024	$965.48	+7.08%	$2,302 gain missed
90 days afterAug 1, 2024	Aug 1, 2024	$883.71	−1.99%	$646 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$1,630.84	+80.9%	$26,286 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 3, 2024Amendment filed 824 days later

Joint

Agilent Technologies, Inc. Common StockAStock

Sale

$1,001 - $15,000

Disclosed 824 days after the trade. A closed at $139.45 on May 3, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeMay 6, 2024	May 6, 2024	$140.61	+0.83%	$67 gain missed
Day of disclosureAug 5, 2026	Aug 5, 2026	$141.11	+1.19%	$95 gain missed
30 days afterJun 3, 2024	Jun 3, 2024	$131.40	−5.77%	$462 loss avoided
90 days afterAug 1, 2024	Aug 1, 2024	$142.86	+2.45%	$196 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$173.01	+24.1%	$1,926 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.

Microsoft CorpMSFT

Stock

Transaction date: Oct 7, 2025Amendment filed 302 days later
Type: Sale
Amount (as reported): $15,001 - $50,000
Owner: Joint

Disclosed 302 days after the trade. MSFT closed at $523.98 on Oct 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 sold
Day after the tradeOct 8, 2025	Oct 8, 2025	$524.85	+0.17%	$54 gain missed
Day of disclosureAug 5, 2026	Aug 5, 2026	$487.46	−6.97%	$2,265 loss avoided
30 days afterNov 6, 2025	Nov 6, 2025	$497.10	−5.13%	$1,667 loss avoided
90 days afterJan 5, 2026	Jan 5, 2026	$472.85	−9.76%	$3,171 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$531.87	+1.51%	$489 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 IncAAPL

Stock

Transaction date: Oct 7, 2025Amendment filed 302 days later
Type: Partial sale
Amount (as reported): $15,001 - $50,000
Owner: Joint

Disclosed 302 days after the trade. AAPL closed at $256.48 on Oct 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 sold
Day after the tradeOct 8, 2025	Oct 8, 2025	$258.06	+0.62%	$200 gain missed
Day of disclosureAug 5, 2026	Aug 5, 2026	$311.00	+21.3%	$6,909 gain missed
30 days afterNov 6, 2025	Nov 6, 2025	$269.77	+5.18%	$1,684 gain missed
90 days afterJan 5, 2026	Jan 5, 2026	$267.26	+4.20%	$1,366 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$339.50	+32.4%	$10,520 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.

Alphabet Inc. - Class A Common StockGOOGL

Stock

Transaction date: Oct 7, 2025Amendment filed 302 days later
Type: Partial sale
Amount (as reported): $15,001 - $50,000
Owner: Joint

Disclosed 302 days after the trade. GOOGL closed at $245.76 on Oct 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 sold
Day after the tradeOct 8, 2025	Oct 8, 2025	$244.62	−0.46%	$151 loss avoided
Day of disclosureAug 5, 2026	Aug 5, 2026	$362.43	+47.5%	$15,429 gain missed
30 days afterNov 6, 2025	Nov 6, 2025	$284.75	+15.9%	$5,156 gain missed
90 days afterJan 5, 2026	Jan 5, 2026	$316.54	+28.8%	$9,360 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$340.28	+38.5%	$12,499 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.

Oracle Corporation Common StockORCL

Stock

Transaction date: Oct 7, 2025Amendment filed 302 days later
Type: Sale
Amount (as reported): $15,001 - $50,000
Owner: Joint

Disclosed 302 days after the trade. ORCL closed at $284.24 on Oct 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 sold
Day after the tradeOct 8, 2025	Oct 8, 2025	$288.63	+1.54%	$502 gain missed
Day of disclosureAug 5, 2026	Aug 5, 2026	$144.39	−49.2%	$15,991 loss avoided
30 days afterNov 6, 2025	Nov 6, 2025	$243.80	−14.2%	$4,624 loss avoided
90 days afterJan 5, 2026	Jan 5, 2026	$192.59	−32.2%	$10,480 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$131.14	−53.9%	$17,506 loss avoided

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

Transaction date

Owner

Asset

Type

Amount (as reported)

Prices

Oct 7, 2025Amendment filed 302 days later

Joint

Pepsico IncPEPStock

Sale

$15,001 - $50,000

Disclosed 302 days after the trade. PEP closed at $140.79 on Oct 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 sold
Day after the tradeOct 8, 2025	Oct 8, 2025	$138.84	−1.39%	$450 loss avoided
Day of disclosureAug 5, 2026	Aug 5, 2026	$138.78	−1.43%	$464 loss avoided
30 days afterNov 6, 2025	Nov 6, 2025	$141.58	+0.56%	$182 gain missed
90 days afterJan 5, 2026	Jan 5, 2026	$139.92	−0.62%	$201 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$134.02	−4.81%	$1,563 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 7, 2025Amendment filed 302 days later

Joint

Owens Corning IncOCStock

Sale

$15,001 - $50,000

Disclosed 302 days after the trade. OC closed at $133.38 on Oct 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 sold
Day after the tradeOct 8, 2025	Oct 8, 2025	$133.84	+0.34%	$112 gain missed
Day of disclosureAug 5, 2026	Aug 5, 2026	$152.47	+14.3%	$4,652 gain missed
30 days afterNov 6, 2025	Nov 6, 2025	$104.94	−21.3%	$6,930 loss avoided
90 days afterJan 5, 2026	Jan 5, 2026	$113.66	−14.8%	$4,805 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$111.81	−16.2%	$5,256 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 7, 2025Amendment filed 302 days later

Joint

Microsoft CorpMSFTStock

Sale

$15,001 - $50,000

Disclosed 302 days after the trade. MSFT closed at $523.98 on Oct 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 sold
Day after the tradeOct 8, 2025	Oct 8, 2025	$524.85	+0.17%	$54 gain missed
Day of disclosureAug 5, 2026	Aug 5, 2026	$487.46	−6.97%	$2,265 loss avoided
30 days afterNov 6, 2025	Nov 6, 2025	$497.10	−5.13%	$1,667 loss avoided
90 days afterJan 5, 2026	Jan 5, 2026	$472.85	−9.76%	$3,171 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$531.87	+1.51%	$489 gain missed

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

Oct 7, 2025Amendment filed 302 days later

Joint

Apple IncAAPLStock

Partial sale

$15,001 - $50,000

Disclosed 302 days after the trade. AAPL closed at $256.48 on Oct 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 sold
Day after the tradeOct 8, 2025	Oct 8, 2025	$258.06	+0.62%	$200 gain missed
Day of disclosureAug 5, 2026	Aug 5, 2026	$311.00	+21.3%	$6,909 gain missed
30 days afterNov 6, 2025	Nov 6, 2025	$269.77	+5.18%	$1,684 gain missed
90 days afterJan 5, 2026	Jan 5, 2026	$267.26	+4.20%	$1,366 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$339.50	+32.4%	$10,520 gain missed

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

Oct 7, 2025Amendment filed 302 days later

Joint

Alphabet Inc. - Class A Common StockGOOGLStock

Partial sale

$15,001 - $50,000

Disclosed 302 days after the trade. GOOGL closed at $245.76 on Oct 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 sold
Day after the tradeOct 8, 2025	Oct 8, 2025	$244.62	−0.46%	$151 loss avoided
Day of disclosureAug 5, 2026	Aug 5, 2026	$362.43	+47.5%	$15,429 gain missed
30 days afterNov 6, 2025	Nov 6, 2025	$284.75	+15.9%	$5,156 gain missed
90 days afterJan 5, 2026	Jan 5, 2026	$316.54	+28.8%	$9,360 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$340.28	+38.5%	$12,499 gain missed

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

Oct 7, 2025Amendment filed 302 days later

Joint

Oracle Corporation Common StockORCLStock

Sale

$15,001 - $50,000

Disclosed 302 days after the trade. ORCL closed at $284.24 on Oct 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 sold
Day after the tradeOct 8, 2025	Oct 8, 2025	$288.63	+1.54%	$502 gain missed
Day of disclosureAug 5, 2026	Aug 5, 2026	$144.39	−49.2%	$15,991 loss avoided
30 days afterNov 6, 2025	Nov 6, 2025	$243.80	−14.2%	$4,624 loss avoided
90 days afterJan 5, 2026	Jan 5, 2026	$192.59	−32.2%	$10,480 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$131.14	−53.9%	$17,506 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 7, 2025Amendment filed 302 days later

Joint

BIRMINGHAM ALA GO WTS SER. 2018 BMunicipal SecurityRate/Coupon: 5.0% Matures: 12/01/2043

Sale

$15,001 - $50,000

No ticker reported

CVS Health Corporation Common StockCVS

Stock

Transaction date: Aug 26, 2024Amendment filed 709 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 709 days after the trade. CVS closed at $58.70 on Aug 26, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeAug 27, 2024	Aug 27, 2024	$57.46	−2.11%	$169 loss avoided
Day of disclosureAug 5, 2026	Aug 5, 2026	$99.12	+68.9%	$5,509 gain missed
30 days afterSep 25, 2024	Sep 25, 2024	$58.64	−0.10%	$8 loss avoided
90 days afterNov 25, 2024	Nov 25, 2024	$60.08	+2.35%	$188 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$94.75	+61.4%	$4,914 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.

United Parcel Service, Inc. Common StockUPS

Stock

Transaction date: Aug 26, 2024Amendment filed 709 days later
Type: Sale
Amount (as reported): $15,001 - $50,000
Owner: Joint

Disclosed 709 days after the trade. UPS closed at $129.26 on Aug 26, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 sold
Day after the tradeAug 27, 2024	Aug 27, 2024	$127.90	−1.05%	$342 loss avoided
Day of disclosureAug 5, 2026	Aug 5, 2026	$107.70	−16.7%	$5,421 loss avoided
30 days afterSep 25, 2024	Sep 25, 2024	$131.51	+1.74%	$566 gain missed
90 days afterNov 25, 2024	Nov 25, 2024	$137.54	+6.41%	$2,082 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$98.52	−23.8%	$7,729 loss avoided

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

Transaction date

Owner

Asset

Type

Amount (as reported)

Prices

Aug 26, 2024Amendment filed 709 days later

Member

Apple Inc. - Common StockAAPLStock

Partial sale

$15,001 - $50,000

Disclosed 709 days after the trade. AAPL closed at $227.18 on Aug 26, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 sold
Day after the tradeAug 27, 2024	Aug 27, 2024	$228.03	+0.37%	$122 gain missed
Day of disclosureAug 5, 2026	Aug 5, 2026	$311.00	+36.9%	$11,992 gain missed
30 days afterSep 25, 2024	Sep 25, 2024	$226.37	−0.36%	$116 loss avoided
90 days afterNov 25, 2024	Nov 25, 2024	$232.87	+2.50%	$814 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$339.50	+49.4%	$16,069 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 26, 2024Amendment filed 709 days later

Joint

Medtronic plc. Ordinary SharesMDTStock

Sale

$15,001 - $50,000

Disclosed 709 days after the trade. MDT closed at $89.34 on Aug 26, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 sold
Day after the tradeAug 27, 2024	Aug 27, 2024	$88.80	−0.60%	$196 loss avoided
Day of disclosureAug 5, 2026	Aug 5, 2026	$85.99	−3.75%	$1,219 loss avoided
30 days afterSep 25, 2024	Sep 25, 2024	$89.39	+0.06%	$18 gain missed
90 days afterNov 25, 2024	Nov 25, 2024	$85.75	−4.02%	$1,306 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$94.63	+5.92%	$1,924 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 26, 2024Amendment filed 709 days later

Joint

CVS Health Corporation Common StockCVSStock

Sale

$1,001 - $15,000

Disclosed 709 days after the trade. CVS closed at $58.70 on Aug 26, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeAug 27, 2024	Aug 27, 2024	$57.46	−2.11%	$169 loss avoided
Day of disclosureAug 5, 2026	Aug 5, 2026	$99.12	+68.9%	$5,509 gain missed
30 days afterSep 25, 2024	Sep 25, 2024	$58.64	−0.10%	$8 loss avoided
90 days afterNov 25, 2024	Nov 25, 2024	$60.08	+2.35%	$188 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$94.75	+61.4%	$4,914 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 26, 2024Amendment filed 709 days later

Joint

United Parcel Service, Inc. Common StockUPSStock

Sale

$15,001 - $50,000

Disclosed 709 days after the trade. UPS closed at $129.26 on Aug 26, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 sold
Day after the tradeAug 27, 2024	Aug 27, 2024	$127.90	−1.05%	$342 loss avoided
Day of disclosureAug 5, 2026	Aug 5, 2026	$107.70	−16.7%	$5,421 loss avoided
30 days afterSep 25, 2024	Sep 25, 2024	$131.51	+1.74%	$566 gain missed
90 days afterNov 25, 2024	Nov 25, 2024	$137.54	+6.41%	$2,082 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$98.52	−23.8%	$7,729 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 26, 2024Amendment filed 709 days later

Member

Eaton Vance Floating Rate Fund Insti ShareEIBLXOtherCompany: EATON VANCE FLOATING RATE CLASS I

Sale

$50,001 - $100,000

Only stocks and funds are priced

Aug 26, 2024Amendment filed 709 days later

Member

The Bond Fd of America Class F-2 SharesABNFXOtherCompany: AMERICAN BOND FUND OF AMERICA CL F2

Purchase

$50,001 - $100,000

Only stocks and funds are priced

Humacyte IncHUMA

Stock

Transaction date: Mar 21, 2024Amendment filed 867 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 867 days after the trade. HUMA closed at $3.60 on Mar 21, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 bought
Day after the tradeMar 22, 2024	Mar 22, 2024	$3.31	−8.06%	−$645 loss
Day of disclosureAug 5, 2026	Aug 5, 2026	$0.729	−79.8%	−$6,381 loss
30 days afterApr 22, 2024	Apr 22, 2024	$3.70	+2.78%	+$222 gain
90 days afterJun 20, 2024	Jun 20, 2024	$5.24	+45.6%	+$3,645 gain
Latest closeOct 20, 2026	Oct 20, 2026	$0.406	−88.7%	−$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.

Humacyte, Inc. - Common StockHUMA

Stock

Transaction date: Mar 21, 2024Amendment filed 867 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 867 days after the trade. HUMA closed at $3.60 on Mar 21, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 bought
Day after the tradeMar 22, 2024	Mar 22, 2024	$3.31	−8.06%	−$645 loss
Day of disclosureAug 5, 2026	Aug 5, 2026	$0.729	−79.8%	−$6,381 loss
30 days afterApr 22, 2024	Apr 22, 2024	$3.70	+2.78%	+$222 gain
90 days afterJun 20, 2024	Jun 20, 2024	$5.24	+45.6%	+$3,645 gain
Latest closeOct 20, 2026	Oct 20, 2026	$0.406	−88.7%	−$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.

Humacyte, Inc. - Common StockHUMA

Stock

Transaction date: Mar 21, 2024Amendment filed 867 days later
Type: Purchase
Amount (as reported): $15,001 - $50,000
Owner: Joint

Disclosed 867 days after the trade. HUMA closed at $3.60 on Mar 21, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeMar 22, 2024	Mar 22, 2024	$3.31	−8.06%	−$2,618 loss
Day of disclosureAug 5, 2026	Aug 5, 2026	$0.729	−79.8%	−$25,920 loss
30 days afterApr 22, 2024	Apr 22, 2024	$3.70	+2.78%	+$903 gain
90 days afterJun 20, 2024	Jun 20, 2024	$5.24	+45.6%	+$14,806 gain
Latest closeOct 20, 2026	Oct 20, 2026	$0.406	−88.7%	−$28,836 loss

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

Apple IncAAPL

Stock

Transaction date: Mar 12, 2024Amendment filed 876 days later
Type: Partial sale
Amount (as reported): $15,001 - $50,000
Owner: Member

Disclosed 876 days after the trade. AAPL closed at $173.23 on Mar 12, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 sold
Day after the tradeMar 13, 2024	Mar 13, 2024	$171.13	−1.21%	$394 loss avoided
Day of disclosureAug 5, 2026	Aug 5, 2026	$311.00	+79.5%	$25,848 gain missed
30 days afterApr 11, 2024	Apr 11, 2024	$175.04	+1.04%	$340 gain missed
90 days afterJun 10, 2024	Jun 10, 2024	$193.12	+11.5%	$3,732 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$339.50	+96.0%	$31,195 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.

Accenture PlcACN

Stock

Transaction date: Mar 12, 2024Amendment filed 876 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 876 days after the trade. ACN closed at $380.48 on Mar 12, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeMar 13, 2024	Mar 13, 2024	$378.72	−0.46%	$37 loss avoided
Day of disclosureAug 5, 2026	Aug 5, 2026	$170.73	−55.1%	$4,411 loss avoided
30 days afterApr 11, 2024	Apr 11, 2024	$325.19	−14.5%	$1,163 loss avoided
90 days afterJun 10, 2024	Jun 10, 2024	$290.43	−23.7%	$1,894 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$239.12	−37.2%	$2,973 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.

CSX Corporation - Common StockCSX

Stock

Transaction date: Mar 12, 2024Amendment filed 876 days later
Type: Partial sale
Amount (as reported): $15,001 - $50,000
Owner: Joint

Disclosed 876 days after the trade. CSX closed at $37.82 on Mar 12, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 sold
Day after the tradeMar 13, 2024	Mar 13, 2024	$37.78	−0.11%	$34 loss avoided
Day of disclosureAug 5, 2026	Aug 5, 2026	$51.12	+35.2%	$11,429 gain missed
30 days afterApr 11, 2024	Apr 11, 2024	$35.43	−6.32%	$2,054 loss avoided
90 days afterJun 10, 2024	Jun 10, 2024	$32.93	−12.9%	$4,202 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$48.08	+27.1%	$8,817 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.

JP Morgan Chase & Co. Common StockJPM

Stock

Transaction date: Mar 12, 2024Amendment filed 876 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 876 days after the trade. JPM closed at $189.84 on Mar 12, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeMar 13, 2024	Mar 13, 2024	$191.38	+0.81%	$65 gain missed
Day of disclosureAug 5, 2026	Aug 5, 2026	$359.24	+89.2%	$7,140 gain missed
30 days afterApr 11, 2024	Apr 11, 2024	$195.43	+2.94%	$236 gain missed
90 days afterJun 10, 2024	Jun 10, 2024	$199.61	+5.15%	$412 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$335.26	+76.6%	$6,129 gain missed

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

Texas Instruments Incorporated - Common StockTXN

Stock

Transaction date: Mar 12, 2024Amendment filed 876 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 876 days after the trade. TXN closed at $174.80 on Mar 12, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeMar 13, 2024	Mar 13, 2024	$172.68	−1.21%	$97 loss avoided
Day of disclosureAug 5, 2026	Aug 5, 2026	$277.72	+58.9%	$4,711 gain missed
30 days afterApr 11, 2024	Apr 11, 2024	$171.20	−2.06%	$165 loss avoided
90 days afterJun 10, 2024	Jun 10, 2024	$197.62	+13.1%	$1,045 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$277.78	+58.9%	$4,714 gain missed

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

Transaction date

Owner

Asset

Type

Amount (as reported)

Prices

Mar 21, 2024Amendment filed 867 days later

Joint

Walgreens Boots Alliance, Inc. - Common StockWBAStock

Purchase

$15,001 - $50,000

No prices found

Mar 21, 2024Amendment filed 867 days later

Joint

Paramount Global - Class B Common StockPARAStock

Purchase

$15,001 - $50,000

No prices found

Mar 21, 2024Amendment filed 867 days later

Joint

ROLLS-ROYCE HOLDINGS PLC SPONSORED ADRStock

Purchase

$1,001 - $15,000

No ticker reported

Mar 21, 2024Amendment filed 867 days later

Joint

ROLLS-ROYCE HOLDINGS PLC SPONSORED ADRStock

Purchase

$1,001 - $15,000

No ticker reported

Mar 21, 2024Amendment filed 867 days later

Joint

Humacyte IncHUMAStock

Purchase

$1,001 - $15,000

Disclosed 867 days after the trade. HUMA closed at $3.60 on Mar 21, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 bought
Day after the tradeMar 22, 2024	Mar 22, 2024	$3.31	−8.06%	−$645 loss
Day of disclosureAug 5, 2026	Aug 5, 2026	$0.729	−79.8%	−$6,381 loss
30 days afterApr 22, 2024	Apr 22, 2024	$3.70	+2.78%	+$222 gain
90 days afterJun 20, 2024	Jun 20, 2024	$5.24	+45.6%	+$3,645 gain
Latest closeOct 20, 2026	Oct 20, 2026	$0.406	−88.7%	−$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.

Mar 21, 2024Amendment filed 867 days later

Joint

Humacyte, Inc. - Common StockHUMAStock

Purchase

$1,001 - $15,000

Disclosed 867 days after the trade. HUMA closed at $3.60 on Mar 21, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 bought
Day after the tradeMar 22, 2024	Mar 22, 2024	$3.31	−8.06%	−$645 loss
Day of disclosureAug 5, 2026	Aug 5, 2026	$0.729	−79.8%	−$6,381 loss
30 days afterApr 22, 2024	Apr 22, 2024	$3.70	+2.78%	+$222 gain
90 days afterJun 20, 2024	Jun 20, 2024	$5.24	+45.6%	+$3,645 gain
Latest closeOct 20, 2026	Oct 20, 2026	$0.406	−88.7%	−$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.

Mar 21, 2024Amendment filed 867 days later

Joint

Humacyte, Inc. - Common StockHUMAStock

Purchase

$15,001 - $50,000

Disclosed 867 days after the trade. HUMA closed at $3.60 on Mar 21, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeMar 22, 2024	Mar 22, 2024	$3.31	−8.06%	−$2,618 loss
Day of disclosureAug 5, 2026	Aug 5, 2026	$0.729	−79.8%	−$25,920 loss
30 days afterApr 22, 2024	Apr 22, 2024	$3.70	+2.78%	+$903 gain
90 days afterJun 20, 2024	Jun 20, 2024	$5.24	+45.6%	+$14,806 gain
Latest closeOct 20, 2026	Oct 20, 2026	$0.406	−88.7%	−$28,836 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 13, 2024Amendment filed 875 days later

Joint

QUALCOMM Incorporated - Common StockQCOMStock OptionOption Type: Put Strike price: $155.00 Expires: 12/20/2024

Sale

$15,001 - $50,000

Options are not priced

Mar 13, 2024Amendment filed 875 days later

Joint

Adobe Systems IncADBEStock OptionOption Type: Put Strike price: $500.00 Expires: 12/20/2024

Sale

$1,001 - $15,000

Options are not priced

Mar 13, 2024Amendment filed 875 days later

Joint

Adobe Systems IncADBEStock OptionOption Type: Put Strike price: $500.00 Expires: 12/20/2024

Sale

$1,001 - $15,000

Options are not priced

Mar 13, 2024Amendment filed 875 days later

Joint

Adobe Systems IncADBEStock OptionOption Type: Put Strike price: $500.00 Expires: 12/20/2024

Sale

$1,001 - $15,000

Options are not priced

Mar 13, 2024Amendment filed 875 days later

Joint

Adobe Systems IncADBEStock OptionOption Type: Put Strike price: $500.00 Expires: 12/20/2024

Sale

$1,001 - $15,000

Options are not priced

Mar 8, 2024Amendment filed 880 days later

Joint

Applied Materials, Inc. - Common StockAMATStock OptionOption Type: Put Strike price: $175.00 Expires: 01/17/2025

Sale

$1,001 - $15,000

Options are not priced

Mar 12, 2024Amendment filed 876 days later

Member

FEDERAL HOME LN MTG CORP MTNCorporate BondRate/Coupon: 5.375% Matures: 02/08/2027

Purchase

$100,001 - $250,000

No ticker reported

Mar 12, 2024Amendment filed 876 days later

Member

Apple IncAAPLStock

Partial sale

$15,001 - $50,000

Disclosed 876 days after the trade. AAPL closed at $173.23 on Mar 12, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 sold
Day after the tradeMar 13, 2024	Mar 13, 2024	$171.13	−1.21%	$394 loss avoided
Day of disclosureAug 5, 2026	Aug 5, 2026	$311.00	+79.5%	$25,848 gain missed
30 days afterApr 11, 2024	Apr 11, 2024	$175.04	+1.04%	$340 gain missed
90 days afterJun 10, 2024	Jun 10, 2024	$193.12	+11.5%	$3,732 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$339.50	+96.0%	$31,195 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 12, 2024Amendment filed 876 days later

Joint

Accenture PlcACNStock

Sale

$1,001 - $15,000

Disclosed 876 days after the trade. ACN closed at $380.48 on Mar 12, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeMar 13, 2024	Mar 13, 2024	$378.72	−0.46%	$37 loss avoided
Day of disclosureAug 5, 2026	Aug 5, 2026	$170.73	−55.1%	$4,411 loss avoided
30 days afterApr 11, 2024	Apr 11, 2024	$325.19	−14.5%	$1,163 loss avoided
90 days afterJun 10, 2024	Jun 10, 2024	$290.43	−23.7%	$1,894 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$239.12	−37.2%	$2,973 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.

Mar 12, 2024Amendment filed 876 days later

Joint

CSX Corporation - Common StockCSXStock

Partial sale

$15,001 - $50,000

Disclosed 876 days after the trade. CSX closed at $37.82 on Mar 12, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 sold
Day after the tradeMar 13, 2024	Mar 13, 2024	$37.78	−0.11%	$34 loss avoided
Day of disclosureAug 5, 2026	Aug 5, 2026	$51.12	+35.2%	$11,429 gain missed
30 days afterApr 11, 2024	Apr 11, 2024	$35.43	−6.32%	$2,054 loss avoided
90 days afterJun 10, 2024	Jun 10, 2024	$32.93	−12.9%	$4,202 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$48.08	+27.1%	$8,817 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 12, 2024Amendment filed 876 days later

Joint

JP Morgan Chase & Co. Common StockJPMStock

Partial sale

$1,001 - $15,000

Disclosed 876 days after the trade. JPM closed at $189.84 on Mar 12, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeMar 13, 2024	Mar 13, 2024	$191.38	+0.81%	$65 gain missed
Day of disclosureAug 5, 2026	Aug 5, 2026	$359.24	+89.2%	$7,140 gain missed
30 days afterApr 11, 2024	Apr 11, 2024	$195.43	+2.94%	$236 gain missed
90 days afterJun 10, 2024	Jun 10, 2024	$199.61	+5.15%	$412 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$335.26	+76.6%	$6,129 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 12, 2024Amendment filed 876 days later

Joint

Texas Instruments Incorporated - Common StockTXNStock

Sale

$1,001 - $15,000

Disclosed 876 days after the trade. TXN closed at $174.80 on Mar 12, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeMar 13, 2024	Mar 13, 2024	$172.68	−1.21%	$97 loss avoided
Day of disclosureAug 5, 2026	Aug 5, 2026	$277.72	+58.9%	$4,711 gain missed
30 days afterApr 11, 2024	Apr 11, 2024	$171.20	−2.06%	$165 loss avoided
90 days afterJun 10, 2024	Jun 10, 2024	$197.62	+13.1%	$1,045 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$277.78	+58.9%	$4,714 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.

SPDR Select Sector Fund - Health CareXLV

Stock

Transaction date: Dec 17, 2025Amendment filed 231 days later
Type: Purchase
Amount (as reported): $15,001 - $50,000
Owner: Member

Disclosed 231 days after the trade. XLV closed at $153.79 on Dec 17, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeDec 18, 2025	Dec 18, 2025	$153.91	+0.08%	+$25 gain
Day of disclosureAug 5, 2026	Aug 5, 2026	$164.16	+6.74%	+$2,192 gain
30 days afterJan 16, 2026	Jan 16, 2026	$155.74	+1.27%	+$412 gain
90 days afterMar 17, 2026	Mar 17, 2026	$149.64	−2.70%	−$877 loss
Latest closeOct 20, 2026	Oct 20, 2026	$179.82	+16.9%	+$5,501 gain

Estimates: filers report neither the price nor the 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 IncAAPL

Stock

Transaction date: Dec 17, 2025Amendment filed 231 days later
Type: Partial sale
Amount (as reported): $50,001 - $100,000
Owner: Member

Disclosed 231 days after the trade. AAPL closed at $271.84 on Dec 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 tradeDec 18, 2025	Dec 18, 2025	$272.19	+0.13%	$97 gain missed
Day of disclosureAug 5, 2026	Aug 5, 2026	$311.00	+14.4%	$10,804 gain missed
30 days afterJan 16, 2026	Jan 16, 2026	$255.53	−6.00%	$4,500 loss avoided
90 days afterMar 17, 2026	Mar 17, 2026	$254.23	−6.48%	$4,859 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$339.50	+24.9%	$18,667 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.

Alphabet Cl AGOOGL

Stock

Transaction date: Dec 17, 2025Amendment filed 231 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Member

Disclosed 231 days after the trade. GOOGL closed at $296.72 on Dec 17, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeDec 18, 2025	Dec 18, 2025	$302.46	+1.93%	$155 gain missed
Day of disclosureAug 5, 2026	Aug 5, 2026	$362.43	+22.1%	$1,772 gain missed
30 days afterJan 16, 2026	Jan 16, 2026	$330.00	+11.2%	$897 gain missed
90 days afterMar 17, 2026	Mar 17, 2026	$310.92	+4.79%	$383 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$340.28	+14.7%	$1,174 gain missed

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

Transaction date

Owner

Asset

Type

Amount (as reported)

Prices

Dec 17, 2025Amendment filed 231 days later

Member

SPDR Select Sector Fund - UtilitiesXLUStock

Purchase

$15,001 - $50,000

Disclosed 231 days after the trade. XLU closed at $42.76 on Dec 17, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeDec 18, 2025	Dec 18, 2025	$43.18	+0.98%	+$319 gain
Day of disclosureAug 5, 2026	Aug 5, 2026	$43.66	+2.10%	+$684 gain
30 days afterJan 16, 2026	Jan 16, 2026	$43.39	+1.47%	+$479 gain
90 days afterMar 17, 2026	Mar 17, 2026	$47.13	+10.2%	+$3,322 gain
Latest closeOct 20, 2026	Oct 20, 2026	$41.88	−2.06%	−$669 loss

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

Dec 17, 2025Amendment filed 231 days later

Member

SPDR Select Sector Fund - Consumer StaplesXLPStock

Purchase

$15,001 - $50,000

Disclosed 231 days after the trade. XLP closed at $79.65 on Dec 17, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeDec 18, 2025	Dec 18, 2025	$79.19	−0.58%	−$188 loss
Day of disclosureAug 5, 2026	Aug 5, 2026	$85.33	+7.13%	+$2,318 gain
30 days afterJan 16, 2026	Jan 16, 2026	$82.11	+3.09%	+$1,004 gain
90 days afterMar 17, 2026	Mar 17, 2026	$84.70	+6.34%	+$2,061 gain
Latest closeOct 20, 2026	Oct 20, 2026	$87.75	+10.2%	+$3,305 gain

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

Dec 17, 2025Amendment filed 231 days later

Member

SPDR Select Sector Fund - Health CareXLVStock

Purchase

$15,001 - $50,000

Disclosed 231 days after the trade. XLV closed at $153.79 on Dec 17, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 bought
Day after the tradeDec 18, 2025	Dec 18, 2025	$153.91	+0.08%	+$25 gain
Day of disclosureAug 5, 2026	Aug 5, 2026	$164.16	+6.74%	+$2,192 gain
30 days afterJan 16, 2026	Jan 16, 2026	$155.74	+1.27%	+$412 gain
90 days afterMar 17, 2026	Mar 17, 2026	$149.64	−2.70%	−$877 loss
Latest closeOct 20, 2026	Oct 20, 2026	$179.82	+16.9%	+$5,501 gain

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

Dec 17, 2025Amendment filed 231 days later

Member

Apple IncAAPLStock

Partial sale

$50,001 - $100,000

Disclosed 231 days after the trade. AAPL closed at $271.84 on Dec 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 tradeDec 18, 2025	Dec 18, 2025	$272.19	+0.13%	$97 gain missed
Day of disclosureAug 5, 2026	Aug 5, 2026	$311.00	+14.4%	$10,804 gain missed
30 days afterJan 16, 2026	Jan 16, 2026	$255.53	−6.00%	$4,500 loss avoided
90 days afterMar 17, 2026	Mar 17, 2026	$254.23	−6.48%	$4,859 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$339.50	+24.9%	$18,667 gain missed

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

Dec 17, 2025Amendment filed 231 days later

Member

Alphabet Cl AGOOGLStock

Partial sale

$1,001 - $15,000

Disclosed 231 days after the trade. GOOGL closed at $296.72 on Dec 17, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeDec 18, 2025	Dec 18, 2025	$302.46	+1.93%	$155 gain missed
Day of disclosureAug 5, 2026	Aug 5, 2026	$362.43	+22.1%	$1,772 gain missed
30 days afterJan 16, 2026	Jan 16, 2026	$330.00	+11.2%	$897 gain missed
90 days afterMar 17, 2026	Mar 17, 2026	$310.92	+4.79%	$383 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$340.28	+14.7%	$1,174 gain missed

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

Corteva, Inc. Common StockCTVA

Stock

Transaction date: Oct 29, 2024Amendment filed 645 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 645 days after the trade. CTVA closed at $60.79 on Oct 29, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeOct 30, 2024	Oct 30, 2024	$61.57	+1.28%	$103 gain missed
Day of disclosureAug 5, 2026	Aug 5, 2026	$78.67	+29.4%	$2,353 gain missed
30 days afterNov 29, 2024	Nov 29, 2024	$62.07	+2.11%	$168 gain missed
90 days afterJan 27, 2025	Jan 27, 2025	$64.47	+6.05%	$484 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$12.90	−78.8%	$6,303 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.

Honeywell International Inc. - Common StockHON

Stock

Transaction date: Oct 29, 2024Amendment filed 645 days later
Type: Sale
Amount (as reported): $15,001 - $50,000
Owner: Joint

Disclosed 645 days after the trade. HON closed at $203.61 on Oct 29, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 sold
Day after the tradeOct 30, 2024	Oct 30, 2024	$201.85	−0.86%	$281 loss avoided
Day of disclosureAug 5, 2026	Aug 5, 2026	$248.12	+21.9%	$7,106 gain missed
30 days afterNov 29, 2024	Nov 29, 2024	$230.24	+13.1%	$4,252 gain missed
90 days afterJan 27, 2025	Jan 27, 2025	$223.11	+9.58%	$3,113 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$213.32	+4.77%	$1,551 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.

Johnson & Johnson Common StockJNJ

Stock

Transaction date: Oct 29, 2024Amendment filed 645 days later
Type: Sale
Amount (as reported): $15,001 - $50,000
Owner: Joint

Disclosed 645 days after the trade. JNJ closed at $160.09 on Oct 29, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 sold
Day after the tradeOct 30, 2024	Oct 30, 2024	$160.61	+0.32%	$106 gain missed
Day of disclosureAug 5, 2026	Aug 5, 2026	$257.59	+60.9%	$19,794 gain missed
30 days afterNov 29, 2024	Nov 29, 2024	$155.01	−3.17%	$1,031 loss avoided
90 days afterJan 27, 2025	Jan 27, 2025	$152.89	−4.50%	$1,462 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$259.36	+62.0%	$20,154 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.

Kimberly-Clark Corporation Common StockKMB

Stock

Transaction date: Oct 29, 2024Amendment filed 645 days later
Type: Sale
Amount (as reported): $15,001 - $50,000
Owner: Joint

Disclosed 645 days after the trade. KMB closed at $134.51 on Oct 29, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 sold
Day after the tradeOct 30, 2024	Oct 30, 2024	$134.41	−0.07%	$24 loss avoided
Day of disclosureAug 5, 2026	Aug 5, 2026	$112.37	−16.5%	$5,350 loss avoided
30 days afterNov 29, 2024	Nov 29, 2024	$139.35	+3.60%	$1,169 gain missed
90 days afterJan 27, 2025	Jan 27, 2025	$131.41	−2.30%	$749 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$108.33	−19.5%	$6,326 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.

McDonald's Corporation Common StockMCD

Stock

Transaction date: Oct 29, 2024Amendment filed 645 days later
Type: Sale
Amount (as reported): $15,001 - $50,000
Owner: Joint

Disclosed 645 days after the trade. MCD closed at $295.00 on Oct 29, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 sold
Day after the tradeOct 30, 2024	Oct 30, 2024	$291.52	−1.18%	$383 loss avoided
Day of disclosureAug 5, 2026	Aug 5, 2026	$274.00	−7.12%	$2,314 loss avoided
30 days afterNov 29, 2024	Nov 29, 2024	$296.01	+0.34%	$111 gain missed
90 days afterJan 27, 2025	Jan 27, 2025	$293.09	−0.65%	$210 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$246.52	−16.4%	$5,341 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.

Microsoft Corporation - Common StockMSFT

Stock

Transaction date: Oct 29, 2024Amendment filed 645 days later
Type: Partial sale
Amount (as reported): $15,001 - $50,000
Owner: Joint

Disclosed 645 days after the trade. MSFT closed at $431.95 on Oct 29, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 sold
Day after the tradeOct 30, 2024	Oct 30, 2024	$432.53	+0.13%	$44 gain missed
Day of disclosureAug 5, 2026	Aug 5, 2026	$487.46	+12.9%	$4,177 gain missed
30 days afterNov 29, 2024	Nov 29, 2024	$423.46	−1.97%	$639 loss avoided
90 days afterJan 27, 2025	Jan 27, 2025	$434.56	+0.60%	$196 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$531.87	+23.1%	$7,518 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.

Owens Corning Inc Common Stock NewOC

Stock

Transaction date: Oct 29, 2024Amendment filed 645 days later
Type: Sale
Amount (as reported): $15,001 - $50,000
Owner: Joint

Disclosed 645 days after the trade. OC closed at $180.96 on Oct 29, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 sold
Day after the tradeOct 30, 2024	Oct 30, 2024	$181.58	+0.34%	$111 gain missed
Day of disclosureAug 5, 2026	Aug 5, 2026	$152.47	−15.7%	$5,117 loss avoided
30 days afterNov 29, 2024	Nov 29, 2024	$205.62	+13.6%	$4,429 gain missed
90 days afterJan 27, 2025	Jan 27, 2025	$191.19	+5.65%	$1,837 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$111.81	−38.2%	$12,420 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.

The Travelers Companies, Inc. Common StockTRV

Stock

Transaction date: Oct 29, 2024Amendment filed 645 days later
Type: Sale
Amount (as reported): $15,001 - $50,000
Owner: Joint

Disclosed 645 days after the trade. TRV closed at $248.67 on Oct 29, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 sold
Day after the tradeOct 30, 2024	Oct 30, 2024	$250.09	+0.57%	$186 gain missed
Day of disclosureAug 5, 2026	Aug 5, 2026	$382.45	+53.8%	$17,485 gain missed
30 days afterNov 29, 2024	Nov 29, 2024	$266.04	+6.99%	$2,270 gain missed
90 days afterJan 27, 2025	Jan 27, 2025	$251.01	+0.94%	$306 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$395.73	+59.1%	$19,221 gain missed

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

Transaction date

Owner

Asset

Type

Amount (as reported)

Prices

Oct 29, 2024Amendment filed 645 days later

Joint

Adobe Inc. - Common StockADBEStock

Sale

$15,001 - $50,000

Disclosed 645 days after the trade. ADBE closed at $485.39 on Oct 29, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 sold
Day after the tradeOct 30, 2024	Oct 30, 2024	$486.68	+0.27%	$86 gain missed
Day of disclosureAug 5, 2026	Aug 5, 2026	$259.32	−46.6%	$15,137 loss avoided
30 days afterNov 29, 2024	Nov 29, 2024	$515.93	+6.29%	$2,045 gain missed
90 days afterJan 27, 2025	Jan 27, 2025	$438.60	−9.64%	$3,133 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$256.73	−47.1%	$15,311 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 29, 2024Amendment filed 645 days later

Joint

Apple Inc. - Common StockAAPLStock

Partial sale

$15,001 - $50,000

Disclosed 645 days after the trade. AAPL closed at $233.67 on Oct 29, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 sold
Day after the tradeOct 30, 2024	Oct 30, 2024	$230.10	−1.53%	$497 loss avoided
Day of disclosureAug 5, 2026	Aug 5, 2026	$311.00	+33.1%	$10,756 gain missed
30 days afterNov 29, 2024	Nov 29, 2024	$237.33	+1.57%	$509 gain missed
90 days afterJan 27, 2025	Jan 27, 2025	$229.86	−1.63%	$530 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$339.50	+45.3%	$14,720 gain missed

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

Oct 29, 2024Amendment filed 645 days later

Joint

Corteva, Inc. Common StockCTVAStock

Sale

$1,001 - $15,000

Disclosed 645 days after the trade. CTVA closed at $60.79 on Oct 29, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeOct 30, 2024	Oct 30, 2024	$61.57	+1.28%	$103 gain missed
Day of disclosureAug 5, 2026	Aug 5, 2026	$78.67	+29.4%	$2,353 gain missed
30 days afterNov 29, 2024	Nov 29, 2024	$62.07	+2.11%	$168 gain missed
90 days afterJan 27, 2025	Jan 27, 2025	$64.47	+6.05%	$484 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$12.90	−78.8%	$6,303 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 29, 2024Amendment filed 645 days later

Joint

Honeywell International Inc. - Common StockHONStock

Sale

$15,001 - $50,000

Disclosed 645 days after the trade. HON closed at $203.61 on Oct 29, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 sold
Day after the tradeOct 30, 2024	Oct 30, 2024	$201.85	−0.86%	$281 loss avoided
Day of disclosureAug 5, 2026	Aug 5, 2026	$248.12	+21.9%	$7,106 gain missed
30 days afterNov 29, 2024	Nov 29, 2024	$230.24	+13.1%	$4,252 gain missed
90 days afterJan 27, 2025	Jan 27, 2025	$223.11	+9.58%	$3,113 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$213.32	+4.77%	$1,551 gain missed

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

Oct 29, 2024Amendment filed 645 days later

Joint

Johnson & Johnson Common StockJNJStock

Sale

$15,001 - $50,000

Disclosed 645 days after the trade. JNJ closed at $160.09 on Oct 29, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 sold
Day after the tradeOct 30, 2024	Oct 30, 2024	$160.61	+0.32%	$106 gain missed
Day of disclosureAug 5, 2026	Aug 5, 2026	$257.59	+60.9%	$19,794 gain missed
30 days afterNov 29, 2024	Nov 29, 2024	$155.01	−3.17%	$1,031 loss avoided
90 days afterJan 27, 2025	Jan 27, 2025	$152.89	−4.50%	$1,462 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$259.36	+62.0%	$20,154 gain missed

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

Oct 29, 2024Amendment filed 645 days later

Joint

Kimberly-Clark Corporation Common StockKMBStock

Sale

$15,001 - $50,000

Disclosed 645 days after the trade. KMB closed at $134.51 on Oct 29, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 sold
Day after the tradeOct 30, 2024	Oct 30, 2024	$134.41	−0.07%	$24 loss avoided
Day of disclosureAug 5, 2026	Aug 5, 2026	$112.37	−16.5%	$5,350 loss avoided
30 days afterNov 29, 2024	Nov 29, 2024	$139.35	+3.60%	$1,169 gain missed
90 days afterJan 27, 2025	Jan 27, 2025	$131.41	−2.30%	$749 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$108.33	−19.5%	$6,326 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 29, 2024Amendment filed 645 days later

Joint

McDonald's Corporation Common StockMCDStock

Sale

$15,001 - $50,000

Disclosed 645 days after the trade. MCD closed at $295.00 on Oct 29, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 sold
Day after the tradeOct 30, 2024	Oct 30, 2024	$291.52	−1.18%	$383 loss avoided
Day of disclosureAug 5, 2026	Aug 5, 2026	$274.00	−7.12%	$2,314 loss avoided
30 days afterNov 29, 2024	Nov 29, 2024	$296.01	+0.34%	$111 gain missed
90 days afterJan 27, 2025	Jan 27, 2025	$293.09	−0.65%	$210 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$246.52	−16.4%	$5,341 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 29, 2024Amendment filed 645 days later

Joint

Microsoft Corporation - Common StockMSFTStock

Partial sale

$15,001 - $50,000

Disclosed 645 days after the trade. MSFT closed at $431.95 on Oct 29, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 sold
Day after the tradeOct 30, 2024	Oct 30, 2024	$432.53	+0.13%	$44 gain missed
Day of disclosureAug 5, 2026	Aug 5, 2026	$487.46	+12.9%	$4,177 gain missed
30 days afterNov 29, 2024	Nov 29, 2024	$423.46	−1.97%	$639 loss avoided
90 days afterJan 27, 2025	Jan 27, 2025	$434.56	+0.60%	$196 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$531.87	+23.1%	$7,518 gain missed

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

Oct 29, 2024Amendment filed 645 days later

Joint

Nestle ADRStock

Sale

$15,001 - $50,000

No ticker reported

Oct 29, 2024Amendment filed 645 days later

Joint

Otis Worldwide Corporation Common StockStock

Sale

$1,001 - $15,000

No ticker reported

Oct 29, 2024Amendment filed 645 days later

Joint

Owens Corning Inc Common Stock NewOCStock

Sale

$15,001 - $50,000

Disclosed 645 days after the trade. OC closed at $180.96 on Oct 29, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 sold
Day after the tradeOct 30, 2024	Oct 30, 2024	$181.58	+0.34%	$111 gain missed
Day of disclosureAug 5, 2026	Aug 5, 2026	$152.47	−15.7%	$5,117 loss avoided
30 days afterNov 29, 2024	Nov 29, 2024	$205.62	+13.6%	$4,429 gain missed
90 days afterJan 27, 2025	Jan 27, 2025	$191.19	+5.65%	$1,837 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$111.81	−38.2%	$12,420 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 29, 2024Amendment filed 645 days later

Joint

The Travelers Companies, Inc. Common StockTRVStock

Sale

$15,001 - $50,000

Disclosed 645 days after the trade. TRV closed at $248.67 on Oct 29, 2024; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 sold
Day after the tradeOct 30, 2024	Oct 30, 2024	$250.09	+0.57%	$186 gain missed
Day of disclosureAug 5, 2026	Aug 5, 2026	$382.45	+53.8%	$17,485 gain missed
30 days afterNov 29, 2024	Nov 29, 2024	$266.04	+6.99%	$2,270 gain missed
90 days afterJan 27, 2025	Jan 27, 2025	$251.01	+0.94%	$306 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$395.73	+59.1%	$19,221 gain missed

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

Texas Instruments Incorporated - Common StockTXN

Stock

Transaction date: Jan 10, 2025Amendment filed 572 days later
Type: Sale
Amount (as reported): $15,001 - $50,000
Owner: Joint

Disclosed 572 days after the trade. TXN closed at $190.15 on Jan 10, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 sold
Day after the tradeJan 13, 2025	Jan 13, 2025	$191.09	+0.49%	$161 gain missed
Day of disclosureAug 5, 2026	Aug 5, 2026	$277.72	+46.1%	$14,968 gain missed
30 days afterFeb 10, 2025	Feb 10, 2025	$180.31	−5.17%	$1,682 loss avoided
90 days afterApr 10, 2025	Apr 10, 2025	$156.60	−17.6%	$5,734 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$277.78	+46.1%	$14,978 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.

Diageo Plc ADRDEO

Stock

Transaction date: Jan 10, 2025Amendment filed 572 days later
Type: Sale
Amount (as reported): $15,001 - $50,000
Owner: Joint

Disclosed 572 days after the trade. DEO closed at $118.23 on Jan 10, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 sold
Day after the tradeJan 13, 2025	Jan 13, 2025	$116.67	−1.32%	$429 loss avoided
Day of disclosureAug 5, 2026	Aug 5, 2026	$88.43	−25.2%	$8,192 loss avoided
30 days afterFeb 10, 2025	Feb 10, 2025	$108.46	−8.26%	$2,686 loss avoided
90 days afterApr 10, 2025	Apr 10, 2025	$107.04	−9.46%	$3,076 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$93.41	−21.0%	$6,823 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.

Microsoft CorpMSFT

Stock

Transaction date: Jan 10, 2025Amendment filed 572 days later
Type: Sale
Amount (as reported): $15,001 - $50,000
Owner: Joint

Disclosed 572 days after the trade. MSFT closed at $418.95 on Jan 10, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 sold
Day after the tradeJan 13, 2025	Jan 13, 2025	$417.19	−0.42%	$137 loss avoided
Day of disclosureAug 5, 2026	Aug 5, 2026	$487.46	+16.4%	$5,315 gain missed
30 days afterFeb 10, 2025	Feb 10, 2025	$412.22	−1.61%	$522 loss avoided
90 days afterApr 10, 2025	Apr 10, 2025	$381.35	−8.97%	$2,917 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$531.87	+27.0%	$8,760 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 IncAAPL

Stock

Transaction date: Jan 10, 2025Amendment filed 572 days later
Type: Partial sale
Amount (as reported): $15,001 - $50,000
Owner: Joint

Disclosed 572 days after the trade. AAPL closed at $236.85 on Jan 10, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 sold
Day after the tradeJan 13, 2025	Jan 13, 2025	$234.40	−1.03%	$336 loss avoided
Day of disclosureAug 5, 2026	Aug 5, 2026	$311.00	+31.3%	$10,175 gain missed
30 days afterFeb 10, 2025	Feb 10, 2025	$227.65	−3.88%	$1,262 loss avoided
90 days afterApr 10, 2025	Apr 10, 2025	$190.42	−19.6%	$6,371 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$339.50	+43.3%	$14,086 gain missed

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

Transaction date

Owner

Asset

Type

Amount (as reported)

Prices

Jan 10, 2025Amendment filed 572 days later

Joint

Tractor Supply CompanyTSCOStock

Sale

$15,001 - $50,000

Disclosed 572 days after the trade. TSCO closed at $54.59 on Jan 10, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 sold
Day after the tradeJan 13, 2025	Jan 13, 2025	$54.57	−0.04%	$12 loss avoided
Day of disclosureAug 5, 2026	Aug 5, 2026	$33.41	−38.8%	$12,610 loss avoided
30 days afterFeb 10, 2025	Feb 10, 2025	$54.43	−0.29%	$95 loss avoided
90 days afterApr 10, 2025	Apr 10, 2025	$51.32	−5.99%	$1,947 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$32.91	−39.7%	$12,908 loss avoided

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

Jan 10, 2025Amendment filed 572 days later

Joint

Carrier Global CorpCARRStock

Sale

$1,001 - $15,000

Disclosed 572 days after the trade. CARR closed at $66.51 on Jan 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 tradeJan 13, 2025	Jan 13, 2025	$67.11	+0.90%	$72 gain missed
Day of disclosureAug 5, 2026	Aug 5, 2026	$65.43	−1.62%	$130 loss avoided
30 days afterFeb 10, 2025	Feb 10, 2025	$66.23	−0.42%	$34 loss avoided
90 days afterApr 10, 2025	Apr 10, 2025	$59.05	−11.2%	$897 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$56.17	−15.5%	$1,244 loss avoided

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

Jan 10, 2025Amendment filed 572 days later

Joint

Texas Instruments Incorporated - Common StockTXNStock

Sale

$15,001 - $50,000

Disclosed 572 days after the trade. TXN closed at $190.15 on Jan 10, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 sold
Day after the tradeJan 13, 2025	Jan 13, 2025	$191.09	+0.49%	$161 gain missed
Day of disclosureAug 5, 2026	Aug 5, 2026	$277.72	+46.1%	$14,968 gain missed
30 days afterFeb 10, 2025	Feb 10, 2025	$180.31	−5.17%	$1,682 loss avoided
90 days afterApr 10, 2025	Apr 10, 2025	$156.60	−17.6%	$5,734 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$277.78	+46.1%	$14,978 gain missed

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

Jan 10, 2025Amendment filed 572 days later

Joint

Diageo Plc ADRDEOStock

Sale

$15,001 - $50,000

Disclosed 572 days after the trade. DEO closed at $118.23 on Jan 10, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 sold
Day after the tradeJan 13, 2025	Jan 13, 2025	$116.67	−1.32%	$429 loss avoided
Day of disclosureAug 5, 2026	Aug 5, 2026	$88.43	−25.2%	$8,192 loss avoided
30 days afterFeb 10, 2025	Feb 10, 2025	$108.46	−8.26%	$2,686 loss avoided
90 days afterApr 10, 2025	Apr 10, 2025	$107.04	−9.46%	$3,076 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$93.41	−21.0%	$6,823 loss avoided

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

Jan 10, 2025Amendment filed 572 days later

Joint

Microsoft CorpMSFTStock

Sale

$15,001 - $50,000

Disclosed 572 days after the trade. MSFT closed at $418.95 on Jan 10, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 sold
Day after the tradeJan 13, 2025	Jan 13, 2025	$417.19	−0.42%	$137 loss avoided
Day of disclosureAug 5, 2026	Aug 5, 2026	$487.46	+16.4%	$5,315 gain missed
30 days afterFeb 10, 2025	Feb 10, 2025	$412.22	−1.61%	$522 loss avoided
90 days afterApr 10, 2025	Apr 10, 2025	$381.35	−8.97%	$2,917 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$531.87	+27.0%	$8,760 gain missed

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

Jan 10, 2025Amendment filed 572 days later

Joint

Apple IncAAPLStock

Partial sale

$15,001 - $50,000

Disclosed 572 days after the trade. AAPL closed at $236.85 on Jan 10, 2025; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 sold
Day after the tradeJan 13, 2025	Jan 13, 2025	$234.40	−1.03%	$336 loss avoided
Day of disclosureAug 5, 2026	Aug 5, 2026	$311.00	+31.3%	$10,175 gain missed
30 days afterFeb 10, 2025	Feb 10, 2025	$227.65	−3.88%	$1,262 loss avoided
90 days afterApr 10, 2025	Apr 10, 2025	$190.42	−19.6%	$6,371 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$339.50	+43.3%	$14,086 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 38 days after the trade. AWK closed at $122.49 on Jun 8, 2026; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 sold
Day after the tradeJun 11, 2026	Jun 11, 2026	$124.45	+1.60%	$520 gain missed
Day of disclosureJul 16, 2026	Jul 16, 2026	$134.33	+9.67%	$3,142 gain missed
30 days afterJul 8, 2026	Jul 8, 2026	$131.88	+7.67%	$2,492 gain missed
90 days afterSep 8, 2026	Sep 8, 2026	$140.38	+14.6%	$4,747 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$135.79	+10.9%	$3,529 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.

CSX Corporation - Common StockCSX

Stock

Transaction date: Jun 8, 2026Filed 38 days later
Type: Sale
Amount (as reported): $15,001 - $50,000
Owner: Joint

Disclosed 38 days after the trade. CSX closed at $47.11 on Jun 8, 2026; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 sold
Day after the tradeJun 11, 2026	Jun 11, 2026	$47.37	+0.55%	$179 gain missed
Day of disclosureJul 16, 2026	Jul 16, 2026	$50.89	+8.02%	$2,608 gain missed
30 days afterJul 8, 2026	Jul 8, 2026	$48.69	+3.35%	$1,090 gain missed
90 days afterSep 8, 2026	Sep 8, 2026	$49.00	+4.01%	$1,304 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$48.08	+2.06%	$669 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.

Duke Energy Corporation (Holding Company) Common StockDUK

Stock

Transaction date: Jun 8, 2026Filed 38 days later
Type: Sale
Amount (as reported): $15,001 - $50,000
Owner: Joint

Disclosed 38 days after the trade. DUK closed at $122.05 on Jun 8, 2026; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 sold
Day after the tradeJun 11, 2026	Jun 11, 2026	$124.19	+1.75%	$570 gain missed
Day of disclosureJul 16, 2026	Jul 16, 2026	$126.11	+3.33%	$1,081 gain missed
30 days afterJul 8, 2026	Jul 8, 2026	$126.79	+3.88%	$1,262 gain missed
90 days afterSep 8, 2026	Sep 8, 2026	$121.24	−0.66%	$216 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$121.33	−0.59%	$192 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.

Lockheed Martin Corporation Common StockLMT

Stock

Transaction date: Jun 8, 2026Filed 38 days later
Type: Sale
Amount (as reported): $15,001 - $50,000
Owner: Joint

Disclosed 38 days after the trade. LMT closed at $520.07 on Jun 8, 2026; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 sold
Day after the tradeJun 11, 2026	Jun 11, 2026	$548.68	+5.50%	$1,788 gain missed
Day of disclosureJul 16, 2026	Jul 16, 2026	$513.52	−1.26%	$409 loss avoided
30 days afterJul 8, 2026	Jul 8, 2026	$527.96	+1.52%	$493 gain missed
90 days afterSep 8, 2026	Sep 8, 2026	$536.15	+3.09%	$1,005 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$548.71	+5.51%	$1,790 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.

Mastercard Incorporated Common StockMA

Stock

Transaction date: Jun 8, 2026Filed 38 days later
Type: Sale
Amount (as reported): $15,001 - $50,000
Owner: Joint

Disclosed 38 days after the trade. MA closed at $485.67 on Jun 8, 2026; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 sold
Day after the tradeJun 11, 2026	Jun 11, 2026	$486.51	+0.17%	$56 gain missed
Day of disclosureJul 16, 2026	Jul 16, 2026	$551.54	+13.6%	$4,408 gain missed
30 days afterJul 8, 2026	Jul 8, 2026	$519.86	+7.04%	$2,288 gain missed
90 days afterSep 8, 2026	Sep 8, 2026	$570.89	+17.5%	$5,703 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$620.42	+27.7%	$9,017 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.

NextEra Energy, Inc. Common StockNEE

Stock

Transaction date: Jun 8, 2026Filed 38 days later
Type: Sale
Amount (as reported): $15,001 - $50,000
Owner: Joint

Disclosed 38 days after the trade. NEE closed at $84.01 on Jun 8, 2026; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 sold
Day after the tradeJun 11, 2026	Jun 11, 2026	$84.84	+0.99%	$321 gain missed
Day of disclosureJul 16, 2026	Jul 16, 2026	$89.35	+6.36%	$2,066 gain missed
30 days afterJul 8, 2026	Jul 8, 2026	$87.44	+4.08%	$1,327 gain missed
90 days afterSep 8, 2026	Sep 8, 2026	$83.83	−0.21%	$70 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$78.86	−6.13%	$1,992 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.

Pfizer, Inc. Common StockPFE

Stock

Transaction date: Jun 8, 2026Filed 38 days later
Type: Sale
Amount (as reported): $15,001 - $50,000
Owner: Joint

Disclosed 38 days after the trade. PFE closed at $25.62 on Jun 8, 2026; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 sold
Day after the tradeJun 11, 2026	Jun 11, 2026	$26.17	+2.15%	$698 gain missed
Day of disclosureJul 16, 2026	Jul 16, 2026	$25.14	−1.87%	$609 loss avoided
30 days afterJul 8, 2026	Jul 8, 2026	$24.05	−6.13%	$1,992 loss avoided
90 days afterSep 8, 2026	Sep 8, 2026	$27.79	+8.47%	$2,753 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$30.11	+17.5%	$5,696 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.

Procter & Gamble Company (The) Common StockPG

Stock

Transaction date: Jun 8, 2026Filed 38 days later
Type: Sale
Amount (as reported): $15,001 - $50,000
Owner: Joint

Disclosed 38 days after the trade. PG closed at $145.10 on Jun 8, 2026; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 sold
Day after the tradeJun 11, 2026	Jun 11, 2026	$148.34	+2.23%	$726 gain missed
Day of disclosureJul 16, 2026	Jul 16, 2026	$151.50	+4.41%	$1,434 gain missed
30 days afterJul 8, 2026	Jul 8, 2026	$148.40	+2.27%	$739 gain missed
90 days afterSep 8, 2026	Sep 8, 2026	$145.58	+0.33%	$108 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$159.32	+9.80%	$3,185 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.

Tractor Supply Company - Common StockTSCO

Stock

Transaction date: Jun 8, 2026Filed 38 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 38 days after the trade. TSCO closed at $30.14 on Jun 8, 2026; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJun 11, 2026	Jun 11, 2026	$31.26	+3.72%	$297 gain missed
Day of disclosureJul 16, 2026	Jul 16, 2026	$31.01	+2.89%	$231 gain missed
30 days afterJul 8, 2026	Jul 8, 2026	$29.58	−1.86%	$149 loss avoided
90 days afterSep 8, 2026	Sep 8, 2026	$35.29	+17.1%	$1,367 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$32.91	+9.19%	$735 gain missed

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

Transaction date

Owner

Asset

Type

Amount (as reported)

Prices

Jun 9, 2026Filed 37 days later

Member

Westinghouse Air Brake Technologies Corporation Common StockWABStock

Sale

$1,001 - $15,000

Disclosed 37 days after the trade. WAB closed at $262.09 on Jun 11, 2026 (the first session on or after the trade date); 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 tradeJun 11, 2026	Jun 11, 2026	$262.09	0.00%	$0
Day of disclosureJul 16, 2026	Jul 16, 2026	$263.89	+0.69%	$55 gain missed
30 days afterJul 9, 2026	Jul 9, 2026	$259.77	−0.89%	$71 loss avoided
90 days afterSep 8, 2026	Sep 8, 2026	$284.45	+8.53%	$683 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$283.43	+8.14%	$651 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 8, 2026Filed 38 days later

Joint

ACN - Accenture plc Class A Ordinary Shares (Ireland)Stock

Sale

$1,001 - $15,000

No ticker reported

Jun 8, 2026Filed 38 days later

Joint

American Water Works Company, Inc. Common StockAWKStock

Sale

$15,001 - $50,000

Disclosed 38 days after the trade. AWK closed at $122.49 on Jun 8, 2026; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 sold
Day after the tradeJun 11, 2026	Jun 11, 2026	$124.45	+1.60%	$520 gain missed
Day of disclosureJul 16, 2026	Jul 16, 2026	$134.33	+9.67%	$3,142 gain missed
30 days afterJul 8, 2026	Jul 8, 2026	$131.88	+7.67%	$2,492 gain missed
90 days afterSep 8, 2026	Sep 8, 2026	$140.38	+14.6%	$4,747 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$135.79	+10.9%	$3,529 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 8, 2026Filed 38 days later

Joint

CSX Corporation - Common StockCSXStock

Sale

$15,001 - $50,000

Disclosed 38 days after the trade. CSX closed at $47.11 on Jun 8, 2026; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 sold
Day after the tradeJun 11, 2026	Jun 11, 2026	$47.37	+0.55%	$179 gain missed
Day of disclosureJul 16, 2026	Jul 16, 2026	$50.89	+8.02%	$2,608 gain missed
30 days afterJul 8, 2026	Jul 8, 2026	$48.69	+3.35%	$1,090 gain missed
90 days afterSep 8, 2026	Sep 8, 2026	$49.00	+4.01%	$1,304 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$48.08	+2.06%	$669 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 8, 2026Filed 38 days later

Joint

Duke Energy Corporation (Holding Company) Common StockDUKStock

Sale

$15,001 - $50,000

Disclosed 38 days after the trade. DUK closed at $122.05 on Jun 8, 2026; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 sold
Day after the tradeJun 11, 2026	Jun 11, 2026	$124.19	+1.75%	$570 gain missed
Day of disclosureJul 16, 2026	Jul 16, 2026	$126.11	+3.33%	$1,081 gain missed
30 days afterJul 8, 2026	Jul 8, 2026	$126.79	+3.88%	$1,262 gain missed
90 days afterSep 8, 2026	Sep 8, 2026	$121.24	−0.66%	$216 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$121.33	−0.59%	$192 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.

Jun 8, 2026Filed 38 days later

Joint

Lockheed Martin Corporation Common StockLMTStock

Sale

$15,001 - $50,000

Disclosed 38 days after the trade. LMT closed at $520.07 on Jun 8, 2026; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 sold
Day after the tradeJun 11, 2026	Jun 11, 2026	$548.68	+5.50%	$1,788 gain missed
Day of disclosureJul 16, 2026	Jul 16, 2026	$513.52	−1.26%	$409 loss avoided
30 days afterJul 8, 2026	Jul 8, 2026	$527.96	+1.52%	$493 gain missed
90 days afterSep 8, 2026	Sep 8, 2026	$536.15	+3.09%	$1,005 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$548.71	+5.51%	$1,790 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 8, 2026Filed 38 days later

Joint

Mastercard Incorporated Common StockMAStock

Sale

$15,001 - $50,000

Disclosed 38 days after the trade. MA closed at $485.67 on Jun 8, 2026; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 sold
Day after the tradeJun 11, 2026	Jun 11, 2026	$486.51	+0.17%	$56 gain missed
Day of disclosureJul 16, 2026	Jul 16, 2026	$551.54	+13.6%	$4,408 gain missed
30 days afterJul 8, 2026	Jul 8, 2026	$519.86	+7.04%	$2,288 gain missed
90 days afterSep 8, 2026	Sep 8, 2026	$570.89	+17.5%	$5,703 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$620.42	+27.7%	$9,017 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 8, 2026Filed 38 days later

Joint

NextEra Energy, Inc. Common StockNEEStock

Sale

$15,001 - $50,000

Disclosed 38 days after the trade. NEE closed at $84.01 on Jun 8, 2026; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 sold
Day after the tradeJun 11, 2026	Jun 11, 2026	$84.84	+0.99%	$321 gain missed
Day of disclosureJul 16, 2026	Jul 16, 2026	$89.35	+6.36%	$2,066 gain missed
30 days afterJul 8, 2026	Jul 8, 2026	$87.44	+4.08%	$1,327 gain missed
90 days afterSep 8, 2026	Sep 8, 2026	$83.83	−0.21%	$70 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$78.86	−6.13%	$1,992 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.

Jun 8, 2026Filed 38 days later

Joint

Pfizer, Inc. Common StockPFEStock

Sale

$15,001 - $50,000

Disclosed 38 days after the trade. PFE closed at $25.62 on Jun 8, 2026; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 sold
Day after the tradeJun 11, 2026	Jun 11, 2026	$26.17	+2.15%	$698 gain missed
Day of disclosureJul 16, 2026	Jul 16, 2026	$25.14	−1.87%	$609 loss avoided
30 days afterJul 8, 2026	Jul 8, 2026	$24.05	−6.13%	$1,992 loss avoided
90 days afterSep 8, 2026	Sep 8, 2026	$27.79	+8.47%	$2,753 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$30.11	+17.5%	$5,696 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 8, 2026Filed 38 days later

Joint

Procter & Gamble Company (The) Common StockPGStock

Sale

$15,001 - $50,000

Disclosed 38 days after the trade. PG closed at $145.10 on Jun 8, 2026; changes are measured from that close.

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

Point	Session	Close	Change	On $32,501 sold
Day after the tradeJun 11, 2026	Jun 11, 2026	$148.34	+2.23%	$726 gain missed
Day of disclosureJul 16, 2026	Jul 16, 2026	$151.50	+4.41%	$1,434 gain missed
30 days afterJul 8, 2026	Jul 8, 2026	$148.40	+2.27%	$739 gain missed
90 days afterSep 8, 2026	Sep 8, 2026	$145.58	+0.33%	$108 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$159.32	+9.80%	$3,185 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 8, 2026Filed 38 days later

Joint

Tractor Supply Company - Common StockTSCOStock

Sale

$1,001 - $15,000

Disclosed 38 days after the trade. TSCO closed at $30.14 on Jun 8, 2026; changes are measured from that close.

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

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJun 11, 2026	Jun 11, 2026	$31.26	+3.72%	$297 gain missed
Day of disclosureJul 16, 2026	Jul 16, 2026	$31.01	+2.89%	$231 gain missed
30 days afterJul 8, 2026	Jul 8, 2026	$29.58	−1.86%	$149 loss avoided
90 days afterSep 8, 2026	Sep 8, 2026	$35.29	+17.1%	$1,367 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$32.91	+9.19%	$735 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.