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Val T. Hoyle Stock Trades and Track Record (D-OR-4) · https://wallstpal.com/congress/val-t-hoyle/ · saved 2026-10-28

About this page

Stock trades reported by members of Congress under the STOCK Act, with what each stock did afterward.

How to read it

STOCK Act: A 2012 law that requires members of Congress to report stock trades by themselves, a spouse or a dependent child within 45 days.
Periodic Transaction Report (PTR): The form those trades are reported on. Amounts are given only as ranges, such as $1,001 to $15,000.
Owner: Member, spouse, joint or child, as written on the report.
What happened next: How the stock moved after the trade compared with the S&P 500. It measures timing, not the member's profit.

A real example

In 2020 several senators faced questions over stock sales made after private briefings on the coronavirus early that year. Those trades became public through the same STOCK Act reports this page is built from.

Explain it like I'm 13

Lawmakers write the rules for everyone, and some of them also own stocks. The law says they must tell the public when they trade, a bit like a referee who also plays having to show what bets he made. This page shows those notes.

Data from public SEC filings and congressional reports. Information, not investment advice. Check every number against the filing linked on the page.

Summarize with AIChatGPT Claude Perplexity Google AI Grok Copilot

House of Representatives

Rep. Val T. Hoyle: Stock Trades

Democrat · Representative for OR's 4th district

In the House: Since January 2023 (2 terms in all)
Born: 1964 (age about 62)
Website: hoyle.house.gov ↗

Committees: House Committee on Natural Resources · House Committee on Transportation and Infrastructure

Who is Val T. Hoyle?

Val T. Hoyle is a Democratic U.S. representative for Oregon's 4th congressional district. She has served in the House since 2023. She was born in 1964. She sits on 2 committees, including the House Committee on Natural Resources, the House Committee on Transportation and Infrastructure. Under the STOCK Act, members of Congress must report stock trades over $1,000 by themselves, a spouse or a dependent child within 45 days. This page lists every trade we have read in her reports.

More about Val T. Hoyle on Wikipedia ↗

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194Purchases

199Sales

192Different stocks

98Median days to report · 222 late

How their purchases turned out

+8.1%average change, 187 purchases

115 of 187went up

14still held (measured to today)

VRT +136.9%best purchase, Oct 29, 2024

NVO −65.8%weakest purchase, Oct 29, 2024

86 of 188sales came before a fall

Each purchase is measured from the week it was made to the member's next sale of the same stock, or to the latest price if they still hold it. Amounts are ranges, so this is the stocks' move, not the member's profit in dollars.

Trades reported since Oct 29, 2024 in the reports we have read. Older reports are being added.

What the stocks did next

Of 189 purchases we can measure after 6 months, 93 beat the S&P 500. On average the stock did 0.1 percentage points better than the index.

Of 191 sales we can measure after 6 months, 100 did worse than the S&P 500 afterward. On average the stock did 2.2 percentage points better than the index after the sale.

For each trade, the change in the stock's price from the week of the trade to the same window later, and the same change minus the S&P 500 (SPY). For sales, a fall afterward means the stock was sold before a drop.

After purchases

After	Trades	Average	Median	Vs. S&P 500	Rose
1 week	190	+0.4%	0.0%	+1.3%	86 of 190
1 month	190	+3.5%	+4.1%	+1.1%	122 of 190
3 months	189	+3.4%	+2.5%	−1.6%	111 of 189
6 months	189	+0.9%	−0.5%	+0.1%	89 of 189
1 year	183	+10.9%	+7.2%	−7.4%	105 of 183

After sales

After	Trades	Average	Median	Vs. S&P 500	Rose
1 week	195	0.0%	0.0%	+0.3%	89 of 195
1 month	196	−0.1%	−0.3%	−0.5%	90 of 196
3 months	189	+2.6%	+1.2%	−0.6%	103 of 189
6 months	191	+2.8%	−1.2%	+2.2%	90 of 191
1 year	165	+10.9%	+3.1%	−5.0%	87 of 165

Weekly prices from SEC fails-to-deliver data; the S&P 500 is measured with the SPY ETF. Exact trade prices and amounts are not disclosed, so these are the stocks' moves, not the member's profit. Dividends are not included, and windows with a likely stock split are skipped. A move after a trade does not mean the trade caused it. Past results do not predict future ones.

Most traded stocks, with each trade marked

Green markers worked out (a purchase that rose, or a sale before a fall), red went against them, and hollow markers are purchases still held. Hover or tap a marker for the numbers.

GOOGL Alphabet Inc. - Class A Common Stock▲ 5 buys▼ 3 sales

▼ SaleSep 23, 2025+35.0%sold before a rise
▲ BuyJul 14, 2025+41.4%closed by a sale
▲ BuyJul 2, 2025+42.7%closed by a sale
▼ SaleApr 15, 2025+118.9%sold before a rise

Worked outWent against them2 of 8 worked out

AMZN Amazon.com, Inc. - Common Stock▲ 6 buys▼ 1 sale

▼ SaleSep 23, 2025+7.9%sold before a rise
▲ BuySep 10, 2025−0.4%closed by a sale
▲ BuyJul 2, 2025+3.7%closed by a sale
▲ BuyJun 6, 2025+12.9%closed by a sale

Worked outWent against them5 of 7 worked out

NVDA NVIDIA Corporation - Common Stock▲ 5 buys▼ 1 sale

▼ SaleSep 23, 2025+27.4%sold before a rise
▲ BuyJun 9, 2025+24.7%closed by a sale
▲ BuyJun 6, 2025+30.7%closed by a sale
▲ BuyJan 14, 2025+30.0%closed by a sale

Worked outWent against them5 of 6 worked out

JPM JP Morgan Chase & Co. Common Stock▲ 2 buys▼ 4 sales

▼ SaleSep 23, 2025+9.0%sold before a rise
▼ SaleJul 2, 2025+19.5%sold before a rise
▼ SaleApr 15, 2025+45.2%sold before a rise
▼ SaleMar 13, 2025+47.7%sold before a rise

Worked outWent against them1 of 6 worked out

UNH UnitedHealth Group Incorporated Common Stock▲ 3 buys▼ 3 sales

▼ SaleSep 23, 2025+11.4%sold before a rise
▼ SaleMay 6, 2025−6.2%sold before a fall
▲ BuyApr 29, 2025−4.5%closed by a sale
▲ BuyApr 15, 2025−33.3%closed by a sale

Worked outWent against them2 of 6 worked out

MSFT Microsoft Corporation - Common Stock▲ 4 buys▼ 1 sale

▼ SaleSep 23, 2025−0.3%sold before a fall
▲ BuyJun 9, 2025+10.1%closed by a sale
▲ BuyJun 6, 2025+12.5%closed by a sale
▲ BuyJan 13, 2025+24.6%closed by a sale

Worked outWent against them5 of 5 worked out

Every reported stock trade

Stock trades by Val T. Hoyle
Filed	Stock	Type	Owner	Amount	Traded	Days to report	1 wk after	1 mo after	3 mo after	6 mo after	1 yr after	Report
May 15	LPLALPL Financial Holdings Inc. - Common Stock	▼ SELL	Spouse	$1K–$15K	Apr 2	408late	−15.4%	−4.6%	+9.0%	−5.3%	−13.6%	PDF ↗
Oct 10	NVDANVIDIA Corporation - Common Stock	▼ SELL	Spouse	$50K–$100K	Sep 23	17	+0.9%	+3.7%	+2.4%	−2.2%	+25.8%	PDF ↗
Oct 10	GOOGLAlphabet Inc. - Class A Common Stock	▼ SELL	Spouse	$15K–$50K	Sep 23	17	−3.2%	−0.6%	+20.6%	+18.2%	+37.2%	PDF ↗
Oct 10	AMZNAmazon.com, Inc. - Common Stock	▼ SELL	Spouse	$15K–$50K	Sep 23	17	−5.1%	−8.0%	−1.8%	−11.3%	+9.6%	PDF ↗
Oct 10	AAPLApple Inc. - Common Stock	▼ SELL	Spouse	$15K–$50K	Sep 23	17	+4.1%	+2.8%	+11.5%	+2.4%	+36.9%	PDF ↗
Oct 10	AVGOBroadcom Inc. - Common Stock	▼ SELL	Spouse	$15K–$50K	Sep 23	17	−3.0%	+1.3%	−1.3%	−6.5%	+3.7%	PDF ↗
Oct 10	METAMeta Platforms, Inc. - Class A Common Stock	▼ SELL	Spouse	$15K–$50K	Sep 23	17	−4.5%	−7.9%	−15.4%	−23.7%	−14.5%	PDF ↗
Oct 10	MSFTMicrosoft Corporation - Common Stock	▼ SELL	Spouse	$15K–$50K	Sep 23	17	−1.2%	−0.8%	−6.2%	−26.3%	−4.7%	PDF ↗
Oct 10	GOOGAlphabet Inc. - Class C Capital Stock	▼ SELL	Spouse	$1K–$15K	Sep 23	17	−3.2%	−0.6%	+20.9%	+17.1%	+31.2%	PDF ↗
Oct 10	DOXAmdocs Limited - Ordinary Shares	▼ SELL	Spouse	$1K–$15K	Sep 23	17	−3.7%	−2.6%	−4.9%	−23.4%		PDF ↗
Oct 10	APHAmphenol Corporation Common Stock	▼ SELL	Spouse	$1K–$15K	Sep 23	17	−1.1%	+1.4%	+9.2%	+2.3%		PDF ↗
Oct 10	APOApollo Global Management, Inc.	▼ SELL	Spouse	$1K–$15K	Sep 23	17	−7.9%	−15.4%	+1.1%	−22.6%	−13.0%	PDF ↗
Oct 10	APPApplovin Corporation - Class A Common Stock	▼ SELL	Spouse	$1K–$15K	Sep 23	17	+3.1%	−7.7%	+11.1%	−31.9%	−49.2%	PDF ↗
Oct 10	ARESAres Management Corporation Class A Common Stock	▼ SELL	Spouse	$1K–$15K	Sep 23	17	0.0%	−22.5%	−9.5%	−42.1%	−31.8%	PDF ↗
Oct 10	ANETArista Networks, Inc. Common Stock	▼ SELL	Spouse	$1K–$15K	Sep 23	17	−0.2%	−4.4%	−12.4%	−12.6%	+33.3%	PDF ↗
Oct 10	AJGArthur J. Gallagher & Co. Common Stock	▼ SELL	Spouse	$1K–$15K	Sep 23	17	+1.5%	−0.6%	−12.7%	−28.3%		PDF ↗
Oct 10	AZNAstraZeneca PLC - American Depositary Shares	▼ SELL	Spouse	$1K–$15K	Sep 23	17	−4.3%	+9.3%	+17.9%			PDF ↗
Oct 10	AZOAutoZone, Inc. Common Stock	▼ SELL	Spouse	$1K–$15K	Sep 23	17	+1.4%	−3.5%	−17.5%	−19.2%	−31.0%	PDF ↗
Oct 10	BACBank of America Corporation Common Stock	▼ SELL	Spouse	$1K–$15K	Sep 23	17	−0.1%	−1.9%	+5.8%	−9.1%	+7.6%	PDF ↗
Oct 10	BRK-BBerkshire Hathaway Inc. New Common Stock	▼ SELL	Spouse	$1K–$15K	Sep 23	17	+1.5%	−0.3%	+0.3%	−2.4%	+3.4%	PDF ↗
Oct 10	BLKBlackRock, Inc. Common Stock	▼ SELL	Spouse	$1K–$15K	Sep 23	17	+2.6%	−0.2%	−3.9%	−13.8%	−4.0%	PDF ↗
Oct 10	BABoeing Company	▼ SELL	Spouse	$1K–$15K	Sep 23	17	+2.6%	−1.3%	−0.7%	−9.5%	−8.1%	PDF ↗
Oct 10	BKNGBooking Holdings Inc. - Common Stock	▼ SELL	Spouse	$1K–$15K	Sep 23	17	−2.9%	−8.0%	−2.1%	−21.5%		PDF ↗
Oct 10	BSXBoston Scientific Corporation Common Stock	▼ SELL	Spouse	$1K–$15K	Sep 23	17	−1.2%	+7.0%		−28.4%	−54.9%	PDF ↗
Oct 10	BROBrown & Brown, Inc. Common Stock	▼ SELL	Spouse	$1K–$15K	Sep 23	17	+3.6%	−4.6%	−13.0%	−27.3%	−29.5%	PDF ↗
Oct 10	BF-BBrown Forman Inc Class B Common Stock	▼ SELL	Spouse	$1K–$15K	Sep 23	17	−1.5%	+4.5%	+3.7%	−17.0%		PDF ↗
Oct 10	CHRWC.H. Robinson Worldwide, Inc. - Common Stock	▼ SELL	Spouse	$1K–$15K	Sep 23	17	−1.0%	−6.6%	+22.3%	+24.1%		PDF ↗
Oct 10	CDNSCadence Design Systems, Inc. - Common Stock	▼ SELL	Spouse	$1K–$15K	Sep 23	17	−7.5%	−12.7%	−15.7%	−21.6%	−24.2%	PDF ↗
Oct 10	CNQCanadian Natural Resources Limited Common Stock	▼ SELL	Spouse	$1K–$15K	Sep 23	17	+1.7%	−6.3%	−0.7%	+52.5%	+48.6%	PDF ↗
Oct 10	COFCapital One Financial Corporation Common Stock	▼ SELL	Spouse	$1K–$15K	Sep 23	17	−2.1%	−7.4%	+6.7%	−20.5%	−12.2%	PDF ↗
Oct 10	CLSCelestica, Inc. Common Stock	▼ SELL	Spouse	$1K–$15K	Sep 23	17	−3.6%	+9.3%	+15.6%	+6.4%	+31.5%	PDF ↗
Oct 10	SCHWCharles Schwab Corporation	▼ SELL	Spouse	$1K–$15K	Sep 23	17	−2.3%	+0.2%	+4.6%	+0.2%	+11.5%	PDF ↗
Oct 10	CTASCintas Corporation - Common Stock	▼ SELL	Spouse	$1K–$15K	Sep 23	17	−0.8%	−2.0%	−4.3%	−10.6%	−1.5%	PDF ↗
Oct 10	CSCOCisco Systems, Inc. - Common Stock	▼ SELL	Spouse	$1K–$15K	Sep 23	17	−0.7%	+2.8%	+15.0%	+13.8%	+60.5%	PDF ↗
Oct 10	CMECME Group Inc. - Class A Common Stock	▼ SELL	Spouse	$1K–$15K	Sep 23	17	0.0%	−1.3%	−1.2%	+12.9%	−2.9%	PDF ↗
Oct 10	KOCoca-Cola Company	▼ SELL	Spouse	$1K–$15K	Sep 23	17	+0.5%	+3.0%	+5.5%	+12.5%		PDF ↗
Oct 10	CTSHCognizant Technology Solutions Corporation - Class A Common Stock	▼ SELL	Spouse	$1K–$15K	Sep 23	17	+0.2%	−0.4%	+27.2%	−7.3%	−10.6%	PDF ↗
Oct 10	CMCSAComcast Corporation - Class A Common Stock	▼ SELL	Spouse	$1K–$15K	Sep 23	17	0.0%	−6.5%	−6.4%	−8.1%	−30.6%	PDF ↗
Oct 10	COPConocoPhillips Common Stock	▼ SELL	Spouse	$1K–$15K	Sep 23	17	+7.1%	−5.9%	0.0%	+38.1%		PDF ↗
Oct 10	CNSWFCONSTELLATION SFTWRE INC	▼ SELL	Spouse	$1K–$15K	Sep 23	17	−13.7%	−13.1%	−19.7%	−40.1%	−33.3%	PDF ↗
Oct 10	COSTCostco Wholesale Corporation - Common Stock	▼ SELL	Spouse	$1K–$15K	Sep 23	17	0.0%	+2.2%	−7.2%	+5.4%	−2.3%	PDF ↗
Oct 10	CRHCRH PLC Ordinary Shares	▼ SELL	Spouse	$1K–$15K	Sep 23	17	−0.1%	+3.1%	+10.9%	−12.4%	−24.9%	PDF ↗
Oct 10	CCICrown Castle Inc. Common Stock	▼ SELL	Spouse	$1K–$15K	Sep 23	17	+2.3%	+4.1%	−5.3%	−12.0%	−21.8%	PDF ↗
Oct 10	CCKCrown Holdings, Inc.	▼ SELL	Spouse	$1K–$15K	Sep 23	17	+2.0%	+5.2%	+7.7%	+4.0%		PDF ↗
Oct 10	CSXCSX Corporation	▼ SELL	Spouse	$1K–$15K	Sep 23	17	+8.6%	+11.0%	+10.7%	+15.7%	+41.8%	PDF ↗
Oct 10	CVSCVS Health Corporation Common Stock	▼ SELL	Spouse	$1K–$15K	Sep 23	17	+0.6%	+10.1%	+3.7%	−4.6%		PDF ↗
Oct 10	DEDeere & Company Common Stock	▼ SELL	Spouse	$1K–$15K	Sep 23	17	−1.2%	−1.5%	−0.2%	+19.2%	+47.0%	PDF ↗
Oct 10	DEODiageo plc Common Stock	▼ SELL	Spouse	$1K–$15K	Sep 23	17	−3.6%	0.0%	−11.0%	−24.3%	−12.3%	PDF ↗
Oct 10	ETNEaton Corporation, PLC Ordinary Shares	▼ SELL	Spouse	$1K–$15K	Sep 23	17	−2.0%	−0.3%	−15.1%	−4.7%	+17.5%	PDF ↗
Oct 10	ELANElanco Animal Health Incorporated Common Stock	▼ SELL	Spouse	$1K–$15K	Sep 23	17	+6.6%	+11.6%	+16.1%	+24.9%	+16.9%	PDF ↗
Oct 10	LLYEli Lilly and Company Common Stock	▼ SELL	Spouse	$1K–$15K	Sep 23	17	+1.5%	+6.8%	+42.5%	+20.6%	+55.6%	PDF ↗
Oct 10	EMREmerson Electric Company Common Stock	▼ SELL	Spouse	$1K–$15K	Sep 23	17	+2.2%	−2.0%	+0.8%	−2.9%	+13.6%	PDF ↗
Oct 10	ESEversource Energy	▼ SELL	Spouse	$1K–$15K	Sep 23	17	+7.1%	+8.3%	−1.4%	+0.7%	−5.0%	PDF ↗
Oct 10	XOMExxon Mobil Corporation Common Stock	▼ SELL	Spouse	$1K–$15K	Sep 23	17	+3.9%	−0.5%	+3.4%	+41.5%	+45.0%	PDF ↗
Oct 10	FDXFedEx Corporation Common Stock	▼ SELL	Spouse	$1K–$15K	Sep 23	17	+2.6%	+2.6%	+24.6%	+54.8%	+23.3%	PDF ↗
Oct 10	FERGFerguson Enterprises Inc. Common Stock	▼ SELL	Spouse	$1K–$15K	Sep 23	17	−1.7%	+3.3%	−0.2%	−3.0%	−0.9%	PDF ↗
Oct 10	FQVLFFIRST QUANTUM MINERALS	▼ SELL	Spouse	$1K–$15K	Sep 23	17	+13.2%	+5.4%	+27.5%	+11.9%	+60.5%	PDF ↗
Oct 10	GEGE Aerospace Common Stock	▼ SELL	Spouse	$1K–$15K	Sep 23	17	−2.0%	−0.3%	+2.0%	−5.8%	+5.9%	PDF ↗
Oct 10	GEVGE Vernova Inc. Common Stock	▼ SELL	Spouse	$1K–$15K	Sep 23	17	−3.5%	−3.9%	+5.5%	+36.4%	+50.7%	PDF ↗
Oct 10	GENGen Digital Inc. - Common Stock	▼ SELL	Spouse	$1K–$15K	Sep 23	17	−4.1%	−7.8%	−4.6%	−27.4%	+0.2%	PDF ↗
Oct 10	GILDGilead Sciences, Inc. - Common Stock	▼ SELL	Spouse	$1K–$15K	Sep 23	17	−2.8%	+7.4%	+8.6%	+20.7%		PDF ↗
Oct 10	GSKGSK plc American Depositary Shares	▼ SELL	Spouse	$1K–$15K	Sep 23	17	+1.1%	+8.0%	+19.5%	+27.5%	+22.2%	PDF ↗
Oct 10	HRBH&R Block, Inc. Common Stock	▼ SELL	Spouse	$1K–$15K	Sep 23	17	+0.9%	+4.9%		−36.6%		PDF ↗
Oct 10	HLNHaleon plc American Depositary Shares	▼ SELL	Spouse	$1K–$15K	Sep 23	17	−1.8%	+5.3%	+10.8%	+8.2%	+3.1%	PDF ↗
Oct 10	HEI-AHeico Corporation Common Stock	▼ SELL	Spouse	$1K–$15K	Sep 23	17	−1.1%	−4.1%	0.0%	−19.9%	−13.2%	PDF ↗
Oct 10	HLTHilton Worldwide Holdings Inc. Common Stock	▼ SELL	Spouse	$1K–$15K	Sep 23	17	−0.5%	−1.3%	+8.4%	+11.0%	+19.1%	PDF ↗
Oct 10	IMOImperial Oil Limited Common Stock	▼ SELL	Spouse	$1K–$15K	Sep 23	17	+1.6%	−7.4%	−8.4%	+37.9%	+37.4%	PDF ↗
Oct 10	JNJJohnson & Johnson Common Stock	▼ SELL	Spouse	$1K–$15K	Sep 23	17	+7.1%	+9.7%	+17.1%	+33.5%	+53.2%	PDF ↗
Oct 10	JPMJP Morgan Chase & Co. Common Stock	▼ SELL	Spouse	$1K–$15K	Sep 23	17	+0.4%	−4.6%	+0.8%	−9.0%	+11.1%	PDF ↗
Oct 10	KVUEKenvue Inc. Common Stock	▼ SELL	Spouse	$1K–$15K	Sep 23	17	−10.5%	−16.6%	−7.2%	−5.1%	−2.9%	PDF ↗
Oct 10	KDPKeurig Dr Pepper Inc.	▼ SELL	Spouse	$1K–$15K	Sep 23	17		+3.1%	+3.0%	−2.2%	+13.8%	PDF ↗
Oct 10	KKRKKR & Co. Inc. Common Stock	▼ SELL	Spouse	$1K–$15K	Sep 23	17	−10.0%	−21.0%	−12.3%	−39.6%	−33.6%	PDF ↗
Oct 10	KLACKLA Corporation - Common Stock	▼ SELL	Spouse	$1K–$15K	Sep 23	17	+1.8%	+5.9%	+19.2%	+44.7%		PDF ↗
Oct 10	KRKroger Company	▼ SELL	Spouse	$1K–$15K	Sep 23	17	−0.2%	+5.2%	−4.8%	+11.6%	−8.5%	PDF ↗
Oct 10	LHXL3Harris Technologies, Inc. Common Stock	▼ SELL	Spouse	$1K–$15K	Sep 23	17	+9.9%	+5.0%		+25.9%		PDF ↗
Oct 10	LRCXLam Research Corporation - Common Stock	▼ SELL	Spouse	$1K–$15K	Sep 23	17	+1.1%	+11.5%	+35.7%	+79.9%	+138.2%	PDF ↗
Oct 10	LENLennar Corporation Class A Common Stock	▼ SELL	Spouse	$1K–$15K	Sep 23	17	−1.0%	−1.2%	−15.2%	−28.9%	−40.0%	PDF ↗
Oct 10	LINLinde plc - Ordinary Shares	▼ SELL	Spouse	$1K–$15K	Sep 23	17	−2.0%	−5.7%	−11.0%	+1.9%	−3.9%	PDF ↗
Oct 10	LMTLockheed Martin Corporation Common Stock	▼ SELL	Spouse	$1K–$15K	Sep 23	17	+3.1%	+4.7%	+0.3%	+32.7%		PDF ↗
Oct 10	LOWLowe's Companies, Inc. Common Stock	▼ SELL	Spouse	$1K–$15K	Sep 23	17	−3.0%	−7.7%	−8.7%	−15.3%	−26.1%	PDF ↗
Oct 10	LULUlululemon athletica inc. - Common Stock	▼ SELL	Spouse	$1K–$15K	Sep 23	17	+3.9%	−1.3%	+23.5%	−3.1%	−42.2%	PDF ↗
Oct 10	LVMUYLVMH Moet Hennessy Louis Vuitton Unsponsored American Depositary Receipt	▼ SELL	Spouse	$1K–$15K	Sep 23	17	+0.2%	+18.1%	+22.4%	−11.7%	−23.8%	PDF ↗
Oct 10	MTBM&T Bank Corporation Common Stock	▼ SELL	Spouse	$1K–$15K	Sep 23	17	0.0%	−6.8%	+5.4%	+2.7%	+16.4%	PDF ↗
Oct 10	MARMarriott International - Class A Common Stock	▼ SELL	Spouse	$1K–$15K	Sep 23	17	−0.6%	−2.9%	+15.5%	+19.1%		PDF ↗
Oct 10	MMCMarsh & McLennan Companies, Inc. Common Stock	▼ SELL	Spouse	$1K–$15K	Sep 23	17	+2.2%	−3.6%	−6.3%			PDF ↗
Oct 10	MLMMartin Marietta Materials, Inc. Common Stock	▼ SELL	Spouse	$1K–$15K	Sep 23	17	+0.4%	+2.2%	+1.8%	−9.4%	−22.4%	PDF ↗
Oct 10	MRVLMarvell Technology, Inc. - Common Stock	▼ SELL	Spouse	$1K–$15K	Sep 23	17	+12.0%	+18.4%	+13.7%	+18.4%	+228.9%	PDF ↗
Oct 10	MAMastercard Incorporated Common Stock	▼ SELL	Spouse	$1K–$15K	Sep 23	17	−1.8%	−4.0%	−2.1%	−15.1%	−3.3%	PDF ↗
Oct 10	MCKMcKesson Corporation Common Stock	▼ SELL	Spouse	$1K–$15K	Sep 23	17	+8.9%	+12.6%	+17.5%	+26.9%	+24.5%	PDF ↗
Oct 10	MELIMercadoLibre, Inc. - Common Stock	▼ SELL	Spouse	$1K–$15K	Sep 23	17	+0.7%	−17.4%	−18.5%	−32.1%		PDF ↗
Oct 10	MRKMerck & Company, Inc. Common Stock	▼ SELL	Spouse	$1K–$15K	Sep 23	17	−3.6%	+4.0%	+24.0%	+40.1%	+81.5%	PDF ↗
Oct 10	MUMicron Technology, Inc. - Common Stock	▼ SELL	Spouse	$1K–$15K	Sep 23	17	−3.4%	+24.4%	+63.4%	+148.5%		PDF ↗
Oct 10	MDLZMondelez International, Inc. - Class A Common Stock	▼ SELL	Spouse	$1K–$15K	Sep 23	17	−0.5%	−2.0%	−14.5%	−11.8%	−4.5%	PDF ↗
Oct 10	MCOMoody's Corporation Common Stock	▼ SELL	Spouse	$1K–$15K	Sep 23	17	+0.6%	−2.0%		−10.9%	−2.8%	PDF ↗
Oct 10	MSMorgan Stanley Common Stock	▼ SELL	Spouse	$1K–$15K	Sep 23	17	+0.1%	−0.4%	+10.7%	+1.0%	+22.8%	PDF ↗
Oct 10	MOSMosaic Company	▼ SELL	Spouse	$1K–$15K	Sep 23	17	+3.9%	−11.8%	−30.0%	−25.8%	−27.2%	PDF ↗
Oct 10	MSIMotorola Solutions, Inc. Common Stock	▼ SELL	Spouse	$1K–$15K	Sep 23	17						PDF ↗
Oct 10	NGGNational Grid Transco, PLC National Grid PLC	▼ SELL	Spouse	$1K–$15K	Sep 23	17	+0.6%	+8.2%	+7.0%	+15.3%	+7.9%	PDF ↗
Oct 10	NFLXNetflix, Inc. - Common Stock	▼ SELL	Spouse	$1K–$15K	Sep 23	17	−1.3%	−10.1%				PDF ↗
Oct 10	NEMNewmont Corporation	▼ SELL	Spouse	$1K–$15K	Sep 23	17	+4.3%	+11.1%	+23.9%	+17.2%	+51.0%	PDF ↗
Oct 10	NKENike, Inc. Common Stock	▼ SELL	Spouse	$1K–$15K	Sep 23	17	+4.7%	−5.0%	−17.2%	−26.1%	−49.9%	PDF ↗
Oct 10	NSCNorfolk Southern Corporation Common Stock	▼ SELL	Spouse	$1K–$15K	Sep 23	17	+5.9%	+2.6%	+2.7%	0.0%	+10.3%	PDF ↗
Oct 10	NTRSNorthern Trust Corporation - Common Stock	▼ SELL	Spouse	$1K–$15K	Sep 23	17	0.0%	−4.8%		+4.1%	+35.0%	PDF ↗
Oct 10	NOCNorthrop Grumman Corporation Common Stock	▼ SELL	Spouse	$1K–$15K	Sep 23	17	+3.0%	+3.9%	−1.5%	+18.2%	−11.5%	PDF ↗
Oct 10	NTRNutrien Ltd. Common Shares	▼ SELL	Spouse	$1K–$15K	Sep 23	17	+3.9%	+1.4%	+10.0%	+32.0%	+36.2%	PDF ↗
Oct 10	NXPINXP Semiconductors N.V. - Common Stock	▼ SELL	Spouse	$1K–$15K	Sep 23	17	+0.1%	−5.0%	−1.3%	−15.2%	+1.0%	PDF ↗
Oct 10	ORCLOracle Corporation Common Stock	▼ SELL	Spouse	$1K–$15K	Sep 23	17	−8.2%	−5.6%	−36.0%	−51.5%	−52.2%	PDF ↗
Oct 10	ORLYO'Reilly Automotive, Inc. - Common Stock	▼ SELL	Spouse	$1K–$15K	Sep 23	17	+1.0%	−2.2%	−11.7%	−16.0%	−17.1%	PDF ↗
Oct 10	PCGPacific Gas & Electric Co. Common Stock	▼ SELL	Spouse	$1K–$15K	Sep 23	17	+2.0%	+8.9%	+9.5%	+18.1%	−10.0%	PDF ↗
Oct 10	PYPLPayPal Holdings, Inc. - Common Stock	▼ SELL	Spouse	$1K–$15K	Sep 23	17	+2.9%	+2.8%	−11.1%	−34.6%	−22.1%	PDF ↗
Oct 10	PNRPentair plc. Ordinary Share	▼ SELL	Spouse	$1K–$15K	Sep 23	17	0.0%	−1.6%	−6.2%	−21.9%	−51.7%	PDF ↗
Oct 10	PNCPNC Financial Services Group, Inc.	▼ SELL	Spouse	$1K–$15K	Sep 23	17	0.0%	−12.7%	+4.1%	+0.4%		PDF ↗
Oct 10	PGProcter & Gamble Company	▼ SELL	Spouse	$1K–$15K	Sep 23	17	−0.4%	−1.1%	−6.7%	−5.7%	−4.4%	PDF ↗
Oct 10	PGRProgressive Corporation	▼ SELL	Spouse	$1K–$15K	Sep 23	17	+0.9%	−9.5%	−7.5%	−15.0%	−11.9%	PDF ↗
Oct 10	QCOMQUALCOMM Incorporated - Common Stock	▼ SELL	Spouse	$1K–$15K	Sep 23	17	+1.4%	−2.0%	+5.0%	−23.1%	+6.5%	PDF ↗
Oct 10	PWRQuanta Services, Inc. Common Stock	▼ SELL	Spouse	$1K–$15K	Sep 23	17	+8.3%	+12.6%	+9.8%	+46.0%	+63.9%	PDF ↗
Oct 10	RRXRegal Rexnord Corporation Common Stock	▼ SELL	Spouse	$1K–$15K	Sep 23	17	+0.6%	−1.6%	+1.2%	+28.2%	+3.2%	PDF ↗
Oct 10	RSGRepublic Services, Inc. Common Stock	▼ SELL	Spouse	$1K–$15K	Sep 23	17	+0.7%	−3.4%	−6.4%	−3.6%	−6.9%	PDF ↗
Oct 10	RBLXRoblox Corporation Class A Common Stock	▼ SELL	Spouse	$1K–$15K	Sep 23	17	−0.1%	−1.7%	−39.4%	−58.0%	−64.6%	PDF ↗
Oct 10	ROSTRoss Stores, Inc. - Common Stock	▼ SELL	Spouse	$1K–$15K	Sep 23	17	+3.8%	+6.8%	+23.3%	+44.2%	+57.9%	PDF ↗
Oct 10	SPGIS&P Global Inc. Common Stock	▼ SELL	Spouse	$1K–$15K	Sep 23	17	−9.9%	−12.6%	−5.3%	−21.6%	−25.1%	PDF ↗
Oct 10	CRMSalesforce, Inc. Common Stock	▼ SELL	Spouse	$1K–$15K	Sep 23	17	−1.5%	+6.6%	+5.2%	−25.9%	−3.7%	PDF ↗
Oct 10	SAPSAP SE ADS	▼ SELL	Spouse	$1K–$15K	Sep 23	17	−0.4%	+2.9%	−7.9%	−35.5%	−21.0%	PDF ↗
Oct 10	SNSharkNinja, Inc. Ordinary Shares	▼ SELL	Spouse	$1K–$15K	Sep 23	17	−14.7%	−18.3%	+0.3%	−14.7%	+44.2%	PDF ↗
Oct 10	SHELShell PLC American Depositary Shares	▼ SELL	Spouse	$1K–$15K	Sep 23	17	+3.3%	+2.2%	+3.9%	+27.3%	+33.1%	PDF ↗
Oct 10	SHWSherwin-Williams Company	▼ SELL	Spouse	$1K–$15K	Sep 23	17	0.0%	−1.3%	−5.2%	−11.5%		PDF ↗
Oct 10	SPGSimon Property Group, Inc. Common Stock	▼ SELL	Spouse	$1K–$15K	Sep 23	17	+2.8%	−1.2%	+2.3%	−1.4%	+13.4%	PDF ↗
Oct 10	SOSouthern Company	▼ SELL	Spouse	$1K–$15K	Sep 23	17	+4.8%	+6.5%	−7.1%	+1.7%	−9.7%	PDF ↗
Oct 10	SBUXStarbucks Corporation - Common Stock	▼ SELL	Spouse	$1K–$15K	Sep 23	17	+0.4%	+0.1%	−0.2%	+8.5%	+12.4%	PDF ↗
Oct 10	SNPSSynopsys, Inc. - Common Stock	▼ SELL	Spouse	$1K–$15K	Sep 23	17	−2.8%	−6.3%	−8.2%	−15.2%	−22.3%	PDF ↗
Oct 10	TSMTaiwan Semiconductor Manufacturing Company Ltd.	▼ SELL	Spouse	$1K–$15K	Sep 23	17	+3.2%	+11.4%	+9.1%	+24.3%	+64.1%	PDF ↗
Oct 10	TGTTarget Corporation Common Stock	▼ SELL	Spouse	$1K–$15K	Sep 23	17	+1.0%	+3.1%	+11.2%	+28.5%	+79.5%	PDF ↗
Oct 10	TSLATesla, Inc. - Common Stock	▼ SELL	Spouse	$1K–$15K	Sep 23	17	+3.4%	+3.1%	+12.9%	−13.6%	−14.5%	PDF ↗
Oct 10	BKThe Bank of New York Mellon Corporation Common Stock	▼ SELL	Spouse	$1K–$15K	Sep 23	17	0.0%	−1.1%	+5.5%	+4.7%		PDF ↗
Oct 10	CIThe Cigna Group Common Stock	▼ SELL	Spouse	$1K–$15K	Sep 23	17						PDF ↗
Oct 10	HIGThe Hartford Insurance Group, Inc. Common Stock	▼ SELL	Spouse	$1K–$15K	Sep 23	17	0.0%	−6.5%	+4.3%	−0.3%	−6.7%	PDF ↗
Oct 10	TRVThe Travelers Companies, Inc. Common Stock	▼ SELL	Spouse	$1K–$15K	Sep 23	17	+1.8%	−1.9%	+7.1%	+6.9%	+31.4%	PDF ↗
Oct 10	TMOThermo Fisher Scientific Inc Common Stock	▼ SELL	Spouse	$1K–$15K	Sep 23	17	+10.7%	+12.4%	+18.4%	−0.3%	+35.8%	PDF ↗
Oct 10	TOLToll Brothers, Inc. Common Stock	▼ SELL	Spouse	$1K–$15K	Sep 23	17	−0.1%	−2.5%	+0.1%	−1.2%	−4.7%	PDF ↗
Oct 10	TTTrane Technologies plc	▼ SELL	Spouse	$1K–$15K	Sep 23	17	0.0%	+0.1%	−4.9%	−1.2%	+5.4%	PDF ↗
Oct 10	TDGTransdigm Group Incorporated Common Stock	▼ SELL	Spouse	$1K–$15K	Sep 23	17	0.0%	+0.5%	−1.5%	−9.1%	−14.4%	PDF ↗
Oct 10	TSNTyson Foods, Inc. Common Stock	▼ SELL	Spouse	$1K–$15K	Sep 23	17	0.0%	−2.7%	+8.4%	+12.8%	−2.2%	PDF ↗
Oct 10	USBU.S. Bancorp Common Stock	▼ SELL	Spouse	$1K–$15K	Sep 23	17	−1.9%	−9.4%	+7.4%	+3.4%	+19.1%	PDF ↗
Oct 10	UBERUber Technologies, Inc. Common Stock	▼ SELL	Spouse	$1K–$15K	Sep 23	17	−0.5%	−6.3%	−17.5%	−25.0%	−28.4%	PDF ↗
Oct 10	UCBJYUCB SA UNSP/ADR	▼ SELL	Spouse	$1K–$15K	Sep 23	17	−3.5%	+23.1%	+18.0%	+18.3%	0.0%	PDF ↗
Oct 10	ULTAUlta Beauty, Inc. - Common Stock	▼ SELL	Spouse	$1K–$15K	Sep 23	17	+6.5%	+3.0%	+15.4%	+2.3%	+4.4%	PDF ↗
Oct 10	UPSUnited Parcel Service, Inc. Common Stock	▼ SELL	Spouse	$1K–$15K	Sep 23	17	−0.4%	+2.8%	+21.2%	+14.0%	+12.7%	PDF ↗
Oct 10	URIUnited Rentals, Inc. Common Stock	▼ SELL	Spouse	$1K–$15K	Sep 23	17	+4.1%	+5.3%	−13.7%	−24.5%	+7.7%	PDF ↗
Oct 10	UNHUnitedHealth Group Incorporated Common Stock	▼ SELL	Spouse	$1K–$15K	Sep 23	17	+2.2%	+5.9%	−2.8%	−18.1%	+12.1%	PDF ↗
Oct 10	USFDUS Foods Holding Corp. Common Stock	▼ SELL	Spouse	$1K–$15K	Sep 23	17	−2.2%	−3.6%	−1.2%	+14.0%	+20.3%	PDF ↗
Oct 10	VRSKVerisk Analytics, Inc. - Common Stock	▼ SELL	Spouse	$1K–$15K	Sep 23	17	−1.2%	−2.9%	−10.7%	−17.4%	−29.6%	PDF ↗
Oct 10	VVisa Inc.	▼ SELL	Spouse	$1K–$15K	Sep 23	17	+2.4%	+1.3%	+2.2%	−10.9%	+8.3%	PDF ↗
Oct 10	DISWalt Disney Company	▼ SELL	Spouse	$1K–$15K	Sep 23	17	−0.3%	−2.7%	−2.2%	−12.5%	−8.4%	PDF ↗
Oct 10	WCNWaste Connections, Inc. Common Shares	▼ SELL	Spouse	$1K–$15K	Sep 23	17	0.0%	+2.4%	+0.5%	−6.9%	−10.9%	PDF ↗
Oct 10	WSOWatsco, Inc. Common Stock	▼ SELL	Spouse	$1K–$15K	Sep 23	17	+1.2%	−7.5%	−11.7%	−6.2%	−20.4%	PDF ↗
Oct 10	WFCWells Fargo & Company Common Stock	▼ SELL	Spouse	$1K–$15K	Sep 23	17	+0.4%	−1.6%	+9.9%	−8.3%	+2.2%	PDF ↗
Oct 10	WABWestinghouse Air Brake Technologies Corporation Common Stock	▼ SELL	Spouse	$1K–$15K	Sep 23	17	+5.7%	+3.9%		+28.1%		PDF ↗
Oct 10	WTWWillis Towers Watson Public Limited Company - Ordinary Shares	▼ SELL	Spouse	$1K–$15K	Sep 23	17	+1.5%	−1.9%	−0.6%	−13.5%		PDF ↗
Oct 10	AMZNAmazon.com, Inc. - Common Stock	▲ BUY	Spouse	$1K–$15K	Sep 10	30	+0.7%	−5.5%	−1.2%	−8.2%	+11.3%	PDF ↗
Oct 10	GDDYGoDaddy Inc. Class A Common Stock	▲ BUY	Spouse	$1K–$15K	Sep 10	30	−2.2%			−43.8%	−31.6%	PDF ↗
Oct 10	LVMUYLVMH Moet Hennessy Louis Vuitton Unsponsored American Depositary Receipt	▲ BUY	Spouse	$1K–$15K	Sep 10	30	−1.4%	+11.1%	+22.3%	−0.1%	−18.2%	PDF ↗
Oct 10	MCKMcKesson Corporation Common Stock	▲ BUY	Spouse	$1K–$15K	Sep 10	30	0.0%	+8.2%	+12.2%	+29.2%	+25.6%	PDF ↗
Oct 10	SPOTSpotify Technology S.A. Ordinary Shares	▼ SELL	Spouse	$1K–$15K	Sep 10	30	−0.6%	−2.1%	−16.6%	−20.1%	−21.1%	PDF ↗
Sep 12	WBAWalgreens Boots Alliance, Inc. - Common Stock	▼ SELL	Spouse	$1K–$15K	Aug 27	16						PDF ↗
Sep 12	CPRTCopart, Inc. - Common Stock	▼ SELL	Spouse	$1K–$15K	Aug 19	24	0.0%	−4.3%	−15.1%	−25.0%	−29.4%	PDF ↗
Sep 12	JCIJohnson Controls International plc Ordinary Share	▼ SELL	Spouse	$1K–$15K	Aug 19	24	0.0%	+0.1%	+10.7%	+29.8%	+33.5%	PDF ↗
Sep 12	PANWPalo Alto Networks, Inc.	▼ SELL	Spouse	$1K–$15K	Aug 19	24	+5.5%	+11.4%	+15.2%	−5.2%	+118.1%	PDF ↗
Sep 12	NOWServiceNow, Inc. Common Stock	▼ SELL	Spouse	$1K–$15K	Aug 19	24	−0.6%	+6.5%	−8.5%			PDF ↗
Sep 12	UBERUber Technologies, Inc. Common Stock	▲ BUY	Spouse	$1K–$15K	Aug 19	24	+4.5%	+3.6%	−1.1%	−24.4%	−18.0%	PDF ↗
Sep 12	BNTXBioNTech SE - American Depositary Shares	▼ SELL	Spouse	$1K–$15K	Aug 7	36	+4.0%	−6.3%	−3.2%	+6.0%	−15.6%	PDF ↗
Sep 12	TYLTyler Technologies, Inc. Common Stock	▲ BUY	Spouse	$1K–$15K	Aug 7	36	−3.0%	−3.5%	−18.1%	−36.5%	−46.1%	PDF ↗
Sep 12	URIUnited Rentals, Inc. Common Stock	▲ BUY	Spouse	$1K–$15K	Aug 7	36	−0.1%	+13.4%	−0.5%	+4.6%	+35.3%	PDF ↗
Sep 12	MMM3M Company Common Stock	▼ SELL	Spouse	$1K–$15K	Jul 28	46late	0.0%	+3.6%	+10.0%	+4.1%	+19.1%	PDF ↗
Sep 12	GSGoldman Sachs Group, Inc.	▼ SELL	Spouse	$1K–$15K	Jul 28	46late	−2.7%	+1.8%	+7.5%	+27.5%	+45.6%	PDF ↗
Sep 12	KLACKLA Corporation - Common Stock	▲ BUY	Spouse	$1K–$15K	Jul 28	46late	−0.1%	−4.0%	+31.9%	+68.4%		PDF ↗
Sep 12	KRKroger Company	▲ BUY	Spouse	$1K–$15K	Jul 28	46late	+3.0%	+0.6%	−1.8%	−10.4%	−16.3%	PDF ↗
Sep 12	NTRSNorthern Trust Corporation - Common Stock	▲ BUY	Spouse	$1K–$15K	Jul 28	46late	−2.1%	+1.4%	−3.3%	+16.2%	+39.4%	PDF ↗
Sep 12	GOOGLAlphabet Inc. - Class A Common Stock	▲ BUY	Spouse	$1K–$15K	Jul 14	60late	+2.7%	+11.8%	+35.5%	+82.3%	+99.5%	PDF ↗
Sep 12	ANETArista Networks, Inc. Common Stock	▲ BUY	Spouse	$1K–$15K	Jul 14	60late	+3.0%	+28.2%	+27.8%	+19.8%	+72.2%	PDF ↗
Sep 12	BF-BBrown Forman Inc Class B Common Stock	▲ BUY	Spouse	$1K–$15K	Jul 14	60late	−0.3%	+6.1%	−7.2%	−10.5%	−9.5%	PDF ↗
Sep 12	EMREmerson Electric Company Common Stock	▲ BUY	Spouse	$1K–$15K	Jul 14	60late	0.0%	−7.8%	−10.0%	0.0%	−4.4%	PDF ↗
Sep 12	SHWSherwin-Williams Company	▼ SELL	Spouse	$1K–$15K	Jul 14	60late	−5.0%	+3.3%	−6.2%	+0.6%	−6.4%	PDF ↗
Sep 12	GOOGLAlphabet Inc. - Class A Common Stock	▲ BUY	Spouse	$1K–$15K	Jul 2	72late	+0.6%	+8.2%	+38.1%	+75.6%	+89.0%	PDF ↗
Sep 12	AMZNAmazon.com, Inc. - Common Stock	▲ BUY	Spouse	$1K–$15K	Jul 2	72late	0.0%	+3.6%	−1.6%	+4.1%	+4.2%	PDF ↗
Sep 12	BRK-BBerkshire Hathaway Inc. New Common Stock	▼ PARTIAL SELL	Spouse	$1K–$15K	Jul 2	72late	−0.1%	−0.3%	+3.0%	+2.6%	+2.7%	PDF ↗
Sep 12	JPMJP Morgan Chase & Co. Common Stock	▼ PARTIAL SELL	Spouse	$1K–$15K	Jul 2	72late	+3.1%	+4.0%	+10.1%	+13.4%	+16.4%	PDF ↗
Sep 12	PGProcter & Gamble Company	▼ SELL	Spouse	$1K–$15K	Jul 2	72late	−1.3%	−0.5%	−4.1%		−6.3%	PDF ↗
Sep 12	BROBrown & Brown, Inc. Common Stock	▲ BUY	Spouse	$1K–$15K	Jun 26	78late	+0.9%	−4.8%	−15.1%	−26.2%	−45.6%	PDF ↗
Sep 12	CCEPCoca-Cola Europacific Partners plc - Ordinary Shares	▼ SELL	Spouse	$1K–$15K	Jun 26	78late	−1.6%	+7.1%	−3.0%	−0.5%	+4.7%	PDF ↗
Sep 12	SREDBA Sempra Common Stock	▼ SELL	Spouse	$1K–$15K	Jun 26	78late	+1.1%	+7.2%	+12.3%	+17.4%	+22.5%	PDF ↗
Sep 12	ITGartner, Inc. Common Stock	▼ SELL	Spouse	$1K–$15K	Jun 26	78late	+1.4%	−10.2%	−35.7%	−37.1%	−68.0%	PDF ↗
Sep 12	KNXKnight-Swift Transportation Holdings Inc.	▲ BUY	Spouse	$1K–$15K	Jun 26	78late	+0.5%	+1.8%	−11.1%		+68.4%	PDF ↗
Sep 12	LENLennar Corporation Class A Common Stock	▲ BUY	Spouse	$1K–$15K	Jun 26	78late	+3.6%	+3.0%	+19.6%	+1.5%	−17.9%	PDF ↗
Sep 12	CRMSalesforce, Inc. Common Stock	▲ BUY	Spouse	$1K–$15K	Jun 26	78late	+4.9%	+0.7%	−5.2%	−0.3%	−41.8%	PDF ↗
Sep 12	MSFTMicrosoft Corporation - Common Stock	▲ BUY	Spouse	$1K–$15K	Jun 9	95late	+1.0%	+6.1%	+6.4%	+2.7%	−11.4%	PDF ↗
Sep 12	NVDANVIDIA Corporation - Common Stock	▲ BUY	Spouse	$1K–$15K	Jun 9	95late	+0.2%	+12.4%	+17.9%	+28.7%	+44.7%	PDF ↗
Sep 12	AMZNAmazon.com, Inc. - Common Stock	▲ BUY	Spouse	$1K–$15K	Jun 6	98late	+4.2%	+8.9%	+11.7%	+13.8%	+27.4%	PDF ↗
Sep 12	AAPLApple Inc. - Common Stock	▲ BUY	Spouse	$1K–$15K	Jun 6	98late	+1.1%	−0.3%	+15.1%	+38.2%	+54.7%	PDF ↗
Sep 12	BACBank of America Corporation Common Stock	▲ BUY	Spouse	$1K–$15K	Jun 6	98late	+1.9%	+6.8%	+15.0%	+21.6%	+16.9%	PDF ↗
Sep 12	BXBlackstone Inc. Common Stock	▼ SELL	Spouse	$1K–$15K	Jun 6	98late	+1.2%	+8.9%	+22.5%	+2.8%	−15.7%	PDF ↗
Sep 12	AVGOBroadcom Inc. - Common Stock	▲ BUY	Spouse	$1K–$15K	Jun 6	98late	+2.0%	+11.3%	+38.3%	+66.5%	+84.6%	PDF ↗
Sep 12	COFCapital One Financial Corporation Common Stock	▲ BUY	Spouse	$1K–$15K	Jun 6	98late	+4.8%	+12.5%	+18.1%	+15.8%	−2.8%	PDF ↗
Sep 12	CRWVCoreWeave, Inc. - Class A Common Stock	▲ BUY	Spouse	$1K–$15K	Jun 6	98late	+25.9%	+43.7%	−7.4%	−34.3%	−14.1%	PDF ↗
Sep 12	METAMeta Platforms, Inc. - Class A Common Stock	▲ BUY	Spouse	$1K–$15K	Jun 6	98late	+7.8%	+13.3%	+14.1%	+0.1%	−7.3%	PDF ↗
Sep 12	MSFTMicrosoft Corporation - Common Stock	▲ BUY	Spouse	$1K–$15K	Jun 6	98late	+2.2%	+7.7%	+10.1%	+6.9%	−2.2%	PDF ↗
Sep 12	NVDANVIDIA Corporation - Common Stock	▲ BUY	Spouse	$1K–$15K	Jun 6	98late	+4.9%	+16.7%	+27.0%	+31.0%	+56.2%	PDF ↗
Sep 12	PGRProgressive Corporation	▲ BUY	Spouse	$1K–$15K	Jun 6	98late	0.0%	−0.6%	−8.4%	−14.8%		PDF ↗
Sep 12	RSGRepublic Services, Inc. Common Stock	▲ BUY	Spouse	$1K–$15K	Jun 6	98late	−0.5%	−3.5%	−7.4%	−14.2%	−16.0%	PDF ↗
Sep 12	BKThe Bank of New York Mellon Corporation Common Stock	▲ BUY	Spouse	$1K–$15K	Jun 6	98late	+1.9%	+2.9%	+19.1%	+28.6%		PDF ↗
Sep 12	HIGThe Hartford Insurance Group, Inc. Common Stock	▲ BUY	Spouse	$1K–$15K	Jun 6	98late	0.0%	−4.0%	+1.9%	−0.3%	−1.9%	PDF ↗
Sep 12	TMOThermo Fisher Scientific Inc Common Stock	▲ BUY	Spouse	$1K–$15K	Jun 6	98late	0.0%	+1.4%	+19.8%	+41.1%	+17.7%	PDF ↗
Sep 12	TYLTyler Technologies, Inc. Common Stock	▲ BUY	Spouse	$1K–$15K	Jun 6	98late	0.0%	−0.7%	−2.2%	−18.2%	−47.2%	PDF ↗
Sep 12	VMCVulcan Materials Company	▼ SELL	Spouse	$1K–$15K	Jun 6	98late	+0.2%	−0.1%	+11.1%	+9.4%	+6.4%	PDF ↗
Sep 12	WFCWells Fargo & Company Common Stock	▲ BUY	Spouse	$1K–$15K	Jun 6	98late	+2.1%	+6.3%	+9.9%	+14.8%	+3.7%	PDF ↗
Sep 12	BRK-BBerkshire Hathaway Inc. New Common Stock	▼ PARTIAL SELL	Spouse	$1K–$15K	May 21	114late	−2.1%	−5.2%	−7.2%	−2.1%		PDF ↗
Sep 12	CMECME Group Inc. - Class A Common Stock	▲ BUY	Spouse	$1K–$15K	May 21	114late	+2.9%	−2.5%	−0.9%	−1.4%		PDF ↗
Sep 12	IRIngersoll Rand Inc. Common Stock	▼ SELL	Spouse	$1K–$15K	May 21	114late	−0.2%	+2.6%	−5.8%	−9.4%		PDF ↗
Sep 12	LLYEli Lilly and Company Common Stock	▼ PARTIAL SELL	Spouse	$1K–$15K	May 6	129late	−8.3%	−10.4%	−22.2%	+4.8%		PDF ↗
Sep 12	TSMTaiwan Semiconductor Manufacturing Company Ltd.	▲ BUY	Spouse	$1K–$15K	May 6	129late	+8.3%	+7.8%	+31.2%	+64.0%	+124.5%	PDF ↗
Sep 12	UNHUnitedHealth Group Incorporated Common Stock	▼ PARTIAL SELL	Spouse	$1K–$15K	May 6	129late	−5.3%	−24.5%	−40.5%	−16.5%	−11.3%	PDF ↗
Sep 12	ANETArista Networks, Inc. Common Stock	▼ SELL	Spouse	$1K–$15K	Apr 29	136late	0.0%	+0.2%	+25.6%	+69.0%	+94.4%	PDF ↗
Sep 12	COPConocoPhillips Common Stock	▲ BUY	Spouse	$1K–$15K	Apr 29	136late	−0.3%	−7.8%	+3.5%	−3.9%	+26.5%	PDF ↗
Sep 12	KLACKLA Corporation - Common Stock	▼ SELL	Spouse	$1K–$15K	Apr 29	136late	+0.5%	+11.4%	+31.9%	+74.0%	+178.6%	PDF ↗
Sep 12	UNHUnitedHealth Group Incorporated Common Stock	▲ BUY	Spouse	$1K–$15K	Apr 29	136late	−4.5%	−29.4%	−32.6%	−17.7%	−15.2%	PDF ↗
Sep 12	GOOGLAlphabet Inc. - Class A Common Stock	▼ PARTIAL SELL	Spouse	$1K–$15K	Apr 15	150late	−3.8%	−2.8%	+14.7%	+55.4%	+101.9%	PDF ↗
Sep 12	DOXAmdocs Limited - Ordinary Shares	▲ BUY	Spouse	$1K–$15K	Apr 15	150late	0.0%	+9.0%	+5.2%	−1.8%	−22.6%	PDF ↗
Sep 12	BXBlackstone Inc. Common Stock	▲ BUY	Spouse	$1K–$15K	Apr 15	150late	+2.5%	+9.6%	+27.4%	+28.9%	−0.7%	PDF ↗
Sep 12	JPMJP Morgan Chase & Co. Common Stock	▼ PARTIAL SELL	Spouse	$1K–$15K	Apr 15	150late	−1.8%	+11.4%	+21.0%	+30.4%	+31.2%	PDF ↗
Sep 12	ORCLOracle Corporation Common Stock	▼ PARTIAL SELL	Spouse	$1K–$15K	Apr 15	150late	−7.2%	+13.6%	+77.5%	+132.7%	+4.3%	PDF ↗
Sep 12	NOWServiceNow, Inc. Common Stock	▲ BUY	Spouse	$1K–$15K	Apr 15	150late	−3.5%	+22.5%	+20.9%	+15.5%		PDF ↗
Sep 12	UNHUnitedHealth Group Incorporated Common Stock	▲ BUY	Spouse	$1K–$15K	Apr 15	150late	−28.7%	−36.8%	−49.3%	−40.2%	−49.2%	PDF ↗
Sep 12	GOOGLAlphabet Inc. - Class A Common Stock	▼ PARTIAL SELL	Spouse	$1K–$15K	Apr 2	163late	−5.7%	+4.9%	+15.7%	+59.7%	+77.8%	PDF ↗
Sep 12	AMZNAmazon.com, Inc. - Common Stock	▲ BUY	Spouse	$1K–$15K	Apr 2	163late	−11.3%	−1.9%	+15.9%	+14.0%	+3.4%	PDF ↗
Sep 12	KKRKKR & Co. Inc. Common Stock	▲ BUY	Spouse	$1K–$15K	Apr 2	163late	−19.2%	−1.1%	+16.9%	+16.7%	−22.9%	PDF ↗
Sep 12	MSMorgan Stanley Common Stock	▼ PARTIAL SELL	Spouse	$1K–$15K	Apr 2	163late	−13.4%	+0.6%	+25.0%	+38.8%	+42.7%	PDF ↗
Sep 12	JPMJP Morgan Chase & Co. Common Stock	▼ PARTIAL SELL	Spouse	$1K–$15K	Mar 13	183late	+4.1%	−9.4%	+14.4%	+26.1%	+24.3%	PDF ↗
Sep 12	MELIMercadoLibre, Inc. - Common Stock	▲ BUY	Spouse	$1K–$15K	Mar 13	183late	+4.8%	−8.4%	+19.3%	+20.3%	−11.6%	PDF ↗
Sep 12	PANWPalo Alto Networks, Inc.	▲ BUY	Spouse	$1K–$15K	Mar 13	183late	+1.7%	−15.7%	+10.3%	+7.5%	−8.8%	PDF ↗
Sep 12	SPOTSpotify Technology S.A. Ordinary Shares	▲ BUY	Spouse	$1K–$15K	Mar 13	183late	+17.5%	+13.0%	+43.7%	+44.5%	+15.5%	PDF ↗
Sep 12	LPLALPL Financial Holdings Inc. - Common Stock	▲ BUY	Spouse	$1K–$15K	Mar 3	193late	−15.7%	−9.9%	+2.2%	−2.5%	−17.7%	PDF ↗
Sep 12	TMOThermo Fisher Scientific Inc Common Stock	▼ SELL	Spouse	$1K–$15K	Mar 3	193late	0.0%	−5.1%	−23.5%	−8.4%	−5.1%	PDF ↗
Sep 12	MRVLMarvell Technology, Inc. - Common Stock	▲ BUY	Spouse	$1K–$15K	Feb 20	204late	−12.7%	−35.5%	−40.1%	−28.5%	−25.3%	PDF ↗
Sep 12	QCOMQUALCOMM Incorporated - Common Stock	▼ SELL	Spouse	$1K–$15K	Feb 20	204late	−5.6%	−9.9%	−13.0%	−9.9%	−18.6%	PDF ↗
Sep 12	SIEGYSiemens AG American Depositary Shares	▼ SELL	Spouse	$1K–$15K	Feb 20	204late	−3.9%	+7.2%	+4.4%	+16.1%	+18.8%	PDF ↗
Sep 12	INTUIntuit Inc. - Common Stock	▼ SELL	Spouse	$1K–$15K	Feb 4	220late	0.0%	+5.1%	+8.2%	+32.9%	−14.6%	PDF ↗
Sep 12	LRCXLam Research Corporation - Common Stock	▼ PARTIAL SELL	Spouse	$1K–$15K	Feb 4	220late	+1.6%	−6.5%	−8.1%	+18.9%	+193.0%	PDF ↗
Sep 12	NFLXNetflix, Inc. - Common Stock	▲ BUY	Spouse	$1K–$15K	Feb 4	220late	+3.8%	+0.4%	+18.4%	+18.6%		PDF ↗
Sep 12	SNAPSnap Inc. Class A Common Stock	▲ BUY	Spouse	$1K–$15K	Feb 4	220late	−5.9%	−11.6%	−27.2%	−19.1%	−55.0%	PDF ↗
Sep 12	TGTTarget Corporation Common Stock	▲ BUY	Spouse	$1K–$15K	Feb 4	220late		−9.9%	−30.7%	−27.6%	−20.6%	PDF ↗
Sep 12	AMEAMETEK, Inc.	▼ SELL	Spouse	$1K–$15K	Jan 24	231late	+1.2%	+3.0%	−14.1%	−0.6%		PDF ↗
Sep 12	ASMLASML Holding N.V. - New York Registry Shares	▼ SELL	Spouse	$1K–$15K	Jan 24	231late	−4.0%	−2.4%	−16.1%	−3.7%	+78.1%	PDF ↗
Sep 12	JPMJP Morgan Chase & Co. Common Stock	▲ BUY	Spouse	$1K–$15K	Jan 24	231late	+2.2%	+6.7%	−10.5%	+12.4%	+16.2%	PDF ↗
Sep 12	MSMorgan Stanley Common Stock	▲ BUY	Spouse	$1K–$15K	Jan 24	231late	0.0%	+0.8%	−20.8%	+2.1%	+37.2%	PDF ↗
Sep 12	UNHUnitedHealth Group Incorporated Common Stock	▼ PARTIAL SELL	Spouse	$1K–$15K	Jan 24	231late	+1.4%	−0.3%	−18.6%	−46.3%	−36.9%	PDF ↗
Sep 12	NVDANVIDIA Corporation - Common Stock	▲ BUY	Spouse	$1K–$15K	Jan 14	241late	+1.3%	−4.5%	−18.4%	+21.3%	+36.1%	PDF ↗
Sep 12	GOOGLAlphabet Inc. - Class A Common Stock	▲ BUY	Spouse	$1K–$15K	Jan 13	242late	+2.1%	−2.9%	−18.2%	−6.2%	+71.1%	PDF ↗
Sep 12	AMZNAmazon.com, Inc. - Common Stock	▲ BUY	Spouse	$1K–$15K	Jan 13	242late	+3.8%	+5.2%	−15.1%	+3.3%	+13.6%	PDF ↗
Sep 12	ELVElevance Health, Inc. Common Stock	▼ SELL	Spouse	$1K–$15K	Jan 13	242late	0.0%	+2.8%	+13.6%	−27.2%	−3.2%	PDF ↗
Sep 12	MSFTMicrosoft Corporation - Common Stock	▲ BUY	Spouse	$1K–$15K	Jan 13	242late	+3.2%	−0.8%	−6.5%	+21.1%	+15.3%	PDF ↗
Sep 12	NVDANVIDIA Corporation - Common Stock	▲ BUY	Spouse	$1K–$15K	Jan 13	242late	+1.3%	−4.5%	−18.4%	+21.3%	+36.1%	PDF ↗
Sep 12	GOOGLAlphabet Inc. - Class A Common Stock	▲ BUY	Spouse	$1K–$15K	Dec 27	259late	+0.7%	+2.4%	−14.3%	−12.9%	+60.5%	PDF ↗
Sep 12	ASMLASML Holding N.V. - New York Registry Shares	▲ BUY	Spouse	$1K–$15K	Dec 27	259late	−1.4%	+8.1%	+1.5%	+7.2%	+49.6%	PDF ↗
Sep 12	HCAHCA Healthcare, Inc. Common Stock	▼ SELL	Spouse	$1K–$15K	Dec 27	259late	−0.3%	+4.9%	+8.3%	+24.4%	+55.8%	PDF ↗
Sep 12	ANETArista Networks, Inc. Common Stock	▲ BUY	Spouse	$1K–$15K	Dec 4	282late						PDF ↗
Sep 12	GSKGSK plc American Depositary Shares	▲ BUY	Spouse	$1K–$15K	Nov 18	298late	+2.4%	+1.8%	+9.8%	+12.9%	+41.5%	PDF ↗
Sep 12	NXPINXP Semiconductors N.V. - Common Stock	▲ BUY	Spouse	$1K–$15K	Nov 18	298late	+4.4%	−0.1%	+13.1%	−2.1%	−13.1%	PDF ↗
Sep 12	UBERUber Technologies, Inc. Common Stock	▼ SELL	Spouse	$1K–$15K	Nov 18	298late	+3.4%	−13.3%	+14.9%	+32.8%	+32.5%	PDF ↗
Sep 12	MSFTMicrosoft Corporation - Common Stock	▲ BUY	Spouse	$15K–$50K	Oct 29	318late	−4.2%	−2.6%	+3.7%	−8.5%	+22.3%	PDF ↗
Sep 12	NVDANVIDIA Corporation - Common Stock	▲ BUY	Spouse	$15K–$50K	Oct 29	318late	−4.3%	+0.3%	+0.8%	−21.6%	+31.6%	PDF ↗
Sep 12	GOOGLAlphabet Inc. - Class A Common Stock	▲ BUY	Spouse	$1K–$15K	Oct 29	318late	+3.6%	−0.3%	+21.1%	−2.0%	+57.3%	PDF ↗
Sep 12	GOOGAlphabet Inc. - Class C Capital Stock	▲ BUY	Spouse	$1K–$15K	Oct 29	318late	−2.0%	−5.4%	+14.6%	−7.0%	+47.9%	PDF ↗
Sep 12	AMZNAmazon.com, Inc. - Common Stock	▲ BUY	Spouse	$1K–$15K	Oct 29	318late	+5.4%	+4.9%	+26.8%	+0.6%	+19.4%	PDF ↗
Sep 12	AMEAMETEK, Inc.	▲ BUY	Spouse	$1K–$15K	Oct 29	318late	0.0%	+10.6%	+2.5%	−6.0%	+3.7%	PDF ↗
Sep 12	APHAmphenol Corporation Common Stock	▲ BUY	Spouse	$1K–$15K	Oct 29	318late	0.0%	+8.0%	+13.7%	+11.8%	+105.3%	PDF ↗
Sep 12	APOApollo Global Management, Inc.	▲ BUY	Spouse	$1K–$15K	Oct 29	318late	−1.6%	+22.2%	+16.8%	−6.9%	−8.9%	PDF ↗
Sep 12	AAPLApple Inc. - Common Stock	▲ BUY	Spouse	$1K–$15K	Oct 29	318late	−3.7%	−0.7%	−3.7%	−9.6%	+13.6%	PDF ↗
Sep 12	ARESAres Management Corporation Class A Common Stock	▲ BUY	Spouse	$1K–$15K	Oct 29	318late	−3.0%	+4.3%	+16.4%	−9.8%	−10.9%	PDF ↗
Sep 12	ANETArista Networks, Inc. Common Stock	▲ BUY	Spouse	$1K–$15K	Oct 29	318late	+9.4%	+3.1%				PDF ↗
Sep 12	AJGArthur J. Gallagher & Co. Common Stock	▲ BUY	Spouse	$1K–$15K	Oct 29	318late	+1.6%	+7.1%	+1.2%	+10.9%	−13.3%	PDF ↗
Sep 12	AZNAstraZeneca PLC - American Depositary Shares	▲ BUY	Spouse	$1K–$15K	Oct 29	318late	0.0%	−1.0%	+5.7%	+5.0%	+24.1%	PDF ↗
Sep 12	AZOAutoZone, Inc. Common Stock	▲ BUY	Spouse	$1K–$15K	Oct 29	318late	+4.7%	+6.0%	+10.1%	+20.0%	+22.1%	PDF ↗
Sep 12	BACBank of America Corporation Common Stock	▲ BUY	Spouse	$1K–$15K	Oct 29	318late	−1.3%	+12.2%	+12.4%	−5.3%	+25.5%	PDF ↗
Sep 12	BRK-BBerkshire Hathaway Inc. New Common Stock	▲ BUY	Spouse	$1K–$15K	Oct 29	318late	0.0%	+7.8%	+6.3%	+20.0%	+10.4%	PDF ↗
Sep 12	BLKBlackRock, Inc. Common Stock	▲ BUY	Spouse	$1K–$15K	Oct 29	318late	+3.2%	+5.4%	+3.8%	−7.7%	+15.1%	PDF ↗
Sep 12	BABoeing Company	▲ BUY	Spouse	$1K–$15K	Oct 29	318late	+2.6%	−0.9%	+16.8%	+18.1%	+46.9%	PDF ↗
Sep 12	BKNGBooking Holdings Inc. - Common Stock	▲ BUY	Spouse	$1K–$15K	Oct 29	318late	+7.3%	+19.4%	+7.6%	+9.3%	+14.7%	PDF ↗
Sep 12	BSXBoston Scientific Corporation Common Stock	▲ BUY	Spouse	$1K–$15K	Oct 29	318late	0.0%	+4.7%	+17.9%	+17.9%	+18.5%	PDF ↗
Sep 12	BMYBristol-Myers Squibb Company Common Stock	▲ BUY	Spouse	$1K–$15K	Oct 29	318late	+4.6%	+13.4%	+14.9%	−7.7%	−15.6%	PDF ↗
Sep 12	AVGOBroadcom Inc. - Common Stock	▲ BUY	Spouse	$1K–$15K	Oct 29	318late	−2.6%	−5.1%	+41.4%	+11.2%	+104.7%	PDF ↗
Sep 12	CDNSCadence Design Systems, Inc. - Common Stock	▲ BUY	Spouse	$1K–$15K	Oct 29	318late	+1.7%	+9.0%	+4.7%	+1.8%	+14.6%	PDF ↗
Sep 12	CNQCanadian Natural Resources Limited Common Stock	▲ BUY	Spouse	$1K–$15K	Oct 29	318late	−1.4%	−2.0%	−11.6%	−15.5%	−9.9%	PDF ↗
Sep 12	CGEMYCap Gemini SA American Depositary Shares	▲ BUY	Spouse	$1K–$15K	Oct 29	318late	−6.5%	−14.5%	−6.7%	−20.9%	−19.7%	PDF ↗
Sep 12	CNCCentene Corporation Common Stock	▲ BUY	Spouse	$1K–$15K	Oct 29	318late	−5.4%	−6.0%	+0.6%	−10.2%	−48.3%	PDF ↗
Sep 12	CFCF Industries Holdings, Inc. Common Stock	▲ BUY	Spouse	$1K–$15K	Oct 29	318late	+2.6%	+11.0%	+8.4%	−4.3%	+5.1%	PDF ↗
Sep 12	CTASCintas Corporation - Common Stock	▲ BUY	Spouse	$1K–$15K	Oct 29	318late	0.0%	+9.0%	−4.0%	+1.8%	−8.2%	PDF ↗
Sep 12	CSCOCisco Systems, Inc. - Common Stock	▲ BUY	Spouse	$1K–$15K	Oct 29	318late	−0.4%	+5.0%	+11.6%	+1.7%	+26.7%	PDF ↗
Sep 12	KOCoca-Cola Company	▲ BUY	Spouse	$1K–$15K	Oct 29	318late	−5.6%	−4.2%	−7.5%	+7.5%	+4.2%	PDF ↗
Sep 12	CCEPCoca-Cola Europacific Partners plc - Ordinary Shares	▲ BUY	Spouse	$1K–$15K	Oct 29	318late	0.0%	+2.3%	+2.2%	+14.9%	+19.6%	PDF ↗
Sep 12	CMCSAComcast Corporation - Class A Common Stock	▲ BUY	Spouse	$1K–$15K	Oct 29	318late	0.0%	−2.3%	−12.2%	−22.2%	−32.5%	PDF ↗
Sep 12	CNSWFCONSTELLATION SFTWRE INC	▲ BUY	Spouse	$1K–$15K	Oct 29	318late						PDF ↗
Sep 12	CPRTCopart, Inc. - Common Stock	▲ BUY	Spouse	$1K–$15K	Oct 29	318late	+12.0%	+23.4%	+11.4%	+17.8%	−17.8%	PDF ↗
Sep 12	COSTCostco Wholesale Corporation - Common Stock	▲ BUY	Spouse	$1K–$15K	Oct 29	318late	+3.0%	+8.7%	+5.9%	+10.2%	+5.1%	PDF ↗
Sep 12	CCICrown Castle Inc. Common Stock	▲ BUY	Spouse	$1K–$15K	Oct 29	318late	0.0%	+1.2%	−11.3%	−0.5%	−6.5%	PDF ↗
Sep 12	CCKCrown Holdings, Inc.	▲ BUY	Spouse	$1K–$15K	Oct 29	318late						PDF ↗
Sep 12	CVSCVS Health Corporation Common Stock	▲ BUY	Spouse	$1K–$15K	Oct 29	318late	−1.2%	+6.4%	−3.4%	+18.1%	+38.3%	PDF ↗
Sep 12	DHRDanaher Corporation Common Stock	▲ BUY	Spouse	$1K–$15K	Oct 29	318late	+1.4%	−1.2%	+1.3%	−18.8%	−11.3%	PDF ↗
Sep 12	SREDBA Sempra Common Stock	▲ BUY	Spouse	$1K–$15K	Oct 29	318late	0.0%	+13.2%	+1.2%	−6.4%	+15.3%	PDF ↗
Sep 12	DEDeere & Company Common Stock	▲ BUY	Spouse	$1K–$15K	Oct 29	318late	−1.1%	+10.4%	+18.6%	+13.5%	+16.8%	PDF ↗
Sep 12	DEODiageo plc Common Stock	▲ BUY	Spouse	$1K–$15K	Oct 29	318late	−10.2%	−11.0%	−10.0%	−15.0%	−29.4%	PDF ↗
Sep 12	ETNEaton Corporation, PLC Ordinary Shares	▲ BUY	Spouse	$1K–$15K	Oct 29	318late	+5.2%	+10.1%	−9.1%	−15.2%	+9.8%	PDF ↗
Sep 12	EIXEdison International Common Stock	▲ BUY	Spouse	$1K–$15K	Oct 29	318late	0.0%	+8.9%	−27.4%	−28.1%	−29.9%	PDF ↗
Sep 12	ELVElevance Health, Inc. Common Stock	▲ BUY	Spouse	$1K–$15K	Oct 29	318late	0.0%	−2.8%	−0.7%	+1.9%	−17.3%	PDF ↗
Sep 12	LLYEli Lilly and Company Common Stock	▲ BUY	Spouse	$1K–$15K	Oct 29	318late	−10.8%	−17.2%	−13.1%	−0.5%	−8.6%	PDF ↗
Sep 12	XOMExxon Mobil Corporation Common Stock	▲ BUY	Spouse	$1K–$15K	Oct 29	318late	−3.3%	+2.4%	−7.3%	−8.7%	−3.0%	PDF ↗
Sep 12	FDXFedEx Corporation Common Stock	▲ BUY	Spouse	$1K–$15K	Oct 29	318late	+1.2%	+11.2%	+0.4%	−22.3%	−6.7%	PDF ↗
Sep 12	ITGartner, Inc. Common Stock	▲ BUY	Spouse	$1K–$15K	Oct 29	318late	0.0%	+2.4%	+8.6%	−17.4%	−52.9%	PDF ↗
Sep 12	GEGE Aerospace Common Stock	▲ BUY	Spouse	$1K–$15K	Oct 29	318late	−2.1%	+3.3%	+12.2%	+13.2%	+73.3%	PDF ↗
Sep 12	GEVGE Vernova Inc. Common Stock	▲ BUY	Spouse	$1K–$15K	Oct 29	318late	+0.8%	+16.9%	+18.2%	+23.9%	+95.6%	PDF ↗
Sep 12	GENGen Digital Inc. - Common Stock	▲ BUY	Spouse	$1K–$15K	Oct 29	318late	0.0%	+5.9%	−4.8%	−12.4%	−8.3%	PDF ↗
Sep 12	GILDGilead Sciences, Inc. - Common Stock	▲ BUY	Spouse	$1K–$15K	Oct 29	318late	+1.4%	+3.8%	+5.4%	+15.5%	+35.4%	PDF ↗
Sep 12	HRBH&R Block, Inc. Common Stock	▲ BUY	Spouse	$1K–$15K	Oct 29	318late	+4.0%	−0.9%	−9.3%	−0.7%	−12.5%	PDF ↗
Sep 12	HLNHaleon plc American Depositary Shares	▲ BUY	Spouse	$1K–$15K	Oct 29	318late	−1.2%	−2.6%	−2.7%	+3.0%	−6.6%	PDF ↗
Sep 12	HCAHCA Healthcare, Inc. Common Stock	▲ BUY	Spouse	$1K–$15K	Oct 29	318late	+0.4%	−8.7%	−6.9%	−2.0%	+31.2%	PDF ↗
Sep 12	HEI-AHeico Corporation Common Stock	▲ BUY	Spouse	$1K–$15K	Oct 29	318late	−1.1%	+7.6%	−2.1%	+2.2%	+26.9%	PDF ↗
Sep 12	HLTHilton Worldwide Holdings Inc. Common Stock	▲ BUY	Spouse	$1K–$15K	Oct 29	318late	+0.2%	+7.2%	+4.9%	−6.1%	+10.2%	PDF ↗
Sep 12	IMOImperial Oil Limited Common Stock	▲ BUY	Spouse	$1K–$15K	Oct 29	318late	−7.1%	+1.3%	−7.7%	−9.5%	+20.0%	PDF ↗
Sep 12	IRIngersoll Rand Inc. Common Stock	▲ BUY	Spouse	$1K–$15K	Oct 29	318late	−3.4%	+6.9%	−5.5%	−22.5%	−20.1%	PDF ↗
Sep 12	INTUIntuit Inc. - Common Stock	▲ BUY	Spouse	$1K–$15K	Oct 29	318late	+13.9%	+7.0%	−2.3%	+2.0%	+11.6%	PDF ↗
Sep 12	JNJJohnson & Johnson Common Stock	▲ BUY	Spouse	$1K–$15K	Oct 29	318late	0.0%	−3.1%	−8.3%	−3.5%	+18.8%	PDF ↗
Sep 12	JCIJohnson Controls International plc Ordinary Share	▲ BUY	Spouse	$1K–$15K	Oct 29	318late	−2.4%	+8.7%	+6.3%	+7.3%	+46.2%	PDF ↗
Sep 12	JPMJP Morgan Chase & Co. Common Stock	▲ BUY	Spouse	$1K–$15K	Oct 29	318late	0.0%	+11.5%	+18.8%	+9.1%	+34.8%	PDF ↗
Sep 12	KVUEKenvue Inc. Common Stock	▲ BUY	Spouse	$1K–$15K	Oct 29	318late	+4.4%	+6.4%	−6.2%	+1.0%	−34.2%	PDF ↗
Sep 12	KDPKeurig Dr Pepper Inc.	▲ BUY	Spouse	$1K–$15K	Oct 29	318late	−3.5%	−6.5%	−7.4%	+1.6%	−13.7%	PDF ↗
Sep 12	KKRKKR & Co. Inc. Common Stock	▲ BUY	Spouse	$1K–$15K	Oct 29	318late	−1.6%	+16.4%	+15.2%	−18.8%	−15.9%	PDF ↗
Sep 12	KLACKLA Corporation - Common Stock	▲ BUY	Spouse	$1K–$15K	Oct 29	318late	−7.4%	−8.1%	+0.9%	−0.2%	+73.6%	PDF ↗
Sep 12	LRCXLam Research Corporation - Common Stock	▲ BUY	Spouse	$1K–$15K	Oct 29	318late	−3.7%	−6.5%	+2.6%	−8.1%	+95.3%	PDF ↗
Sep 12	LINLinde plc - Ordinary Shares	▲ BUY	Spouse	$1K–$15K	Oct 29	318late	−3.9%	−4.3%	−7.7%	−5.8%	−6.6%	PDF ↗
Sep 12	LMTLockheed Martin Corporation Common Stock	▲ BUY	Spouse	$1K–$15K	Oct 29	318late	0.0%	−5.4%	−9.9%	−13.7%	−11.8%	PDF ↗
Sep 12	LOWLowe's Companies, Inc. Common Stock	▲ BUY	Spouse	$1K–$15K	Oct 29	318late	+3.3%	+4.5%	−0.1%	−15.5%	−6.8%	PDF ↗
Sep 12	MTBM&T Bank Corporation Common Stock	▲ BUY	Spouse	$1K–$15K	Oct 29	318late	+9.0%	+12.4%	+1.7%	−13.8%	−6.6%	PDF ↗
Sep 12	MARMarriott International - Class A Common Stock	▲ BUY	Spouse	$1K–$15K	Oct 29	318late	−0.9%	+10.3%	+8.4%	−8.6%	+3.5%	PDF ↗
Sep 12	MMCMarsh & McLennan Companies, Inc. Common Stock	▲ BUY	Spouse	$1K–$15K	Oct 29	318late	0.0%	+5.5%	−0.8%	−4.1%	−19.9%	PDF ↗
Sep 12	MLMMartin Marietta Materials, Inc. Common Stock	▲ BUY	Spouse	$1K–$15K	Oct 29	318late	0.0%	+4.1%	−7.4%	−13.0%	+6.3%	PDF ↗
Sep 12	MAMastercard Incorporated Common Stock	▲ BUY	Spouse	$1K–$15K	Oct 29	318late	+1.2%	+6.7%	+6.8%	+6.8%	+14.8%	PDF ↗
Sep 12	MRKMerck & Company, Inc. Common Stock	▲ BUY	Spouse	$1K–$15K	Oct 29	318late	−1.8%	−6.9%	−5.3%	−20.2%	−15.7%	PDF ↗
Sep 12	METAMeta Platforms, Inc. - Class A Common Stock	▲ BUY	Spouse	$1K–$15K	Oct 29	318late	−0.1%	+0.2%	+13.0%	−4.2%	+28.8%	PDF ↗
Sep 12	MUMicron Technology, Inc. - Common Stock	▲ BUY	Spouse	$1K–$15K	Oct 29	318late	−7.6%	−4.9%	−15.6%	−26.1%	+103.0%	PDF ↗
Sep 12	MCOMoody's Corporation Common Stock	▲ BUY	Spouse	$1K–$15K	Oct 29	318late	0.0%	+8.7%	+6.8%	−4.3%	+4.8%	PDF ↗
Sep 12	MSIMotorola Solutions, Inc. Common Stock	▲ BUY	Spouse	$1K–$15K	Oct 29	318late	−0.8%	+8.8%	+2.4%	−5.9%	−5.6%	PDF ↗
Sep 12	NGGNational Grid Transco, PLC National Grid PLC	▲ BUY	Spouse	$1K–$15K	Oct 29	318late	−1.7%	−3.4%	−7.0%	+11.8%	+18.1%	PDF ↗
Sep 12	NFLXNetflix, Inc. - Common Stock	▲ BUY	Spouse	$1K–$15K	Oct 29	318late	+0.2%	+19.0%	+29.5%	+46.0%	+46.1%	PDF ↗
Sep 12	NOCNorthrop Grumman Corporation Common Stock	▲ BUY	Spouse	$1K–$15K	Oct 29	318late	0.0%	−6.5%	−7.6%	−9.5%	+15.8%	PDF ↗
Sep 12	NVONovo Nordisk A/S Common Stock	▲ BUY	Spouse	$1K–$15K	Oct 29	318late	−1.3%	−7.3%	−22.4%	−45.2%	−53.3%	PDF ↗
Sep 12	NTRNutrien Ltd. Common Shares	▲ BUY	Spouse	$1K–$15K	Oct 29	318late	+2.4%	−2.9%	+9.1%	+11.8%	+20.3%	PDF ↗
Sep 12	ORCLOracle Corporation Common Stock	▲ BUY	Spouse	$1K–$15K	Oct 29	318late	+8.3%	+5.2%	+5.1%	−20.7%	+62.2%	PDF ↗
Sep 12	ORLYO'Reilly Automotive, Inc. - Common Stock	▲ BUY	Spouse	$1K–$15K	Oct 29	318late	0.0%	+7.7%	+11.3%	+16.4%		PDF ↗
Sep 12	PCGPacific Gas & Electric Co. Common Stock	▲ BUY	Spouse	$1K–$15K	Oct 29	318late	−1.6%	+4.1%	−22.4%	−15.8%	−21.9%	PDF ↗
Sep 12	PNRPentair plc. Ordinary Share	▲ BUY	Spouse	$1K–$15K	Oct 29	318late	+3.2%	+10.0%	+3.7%	−8.9%	+10.7%	PDF ↗
Sep 12	PNCPNC Financial Services Group, Inc.	▲ BUY	Spouse	$1K–$15K	Oct 29	318late	+8.0%	+13.3%	+5.9%	−15.4%	−5.5%	PDF ↗
Sep 12	PGProcter & Gamble Company	▲ BUY	Spouse	$1K–$15K	Oct 29	318late	−2.5%	+4.1%	+0.2%	−4.9%	−9.9%	PDF ↗
Sep 12	QCOMQUALCOMM Incorporated - Common Stock	▲ BUY	Spouse	$1K–$15K	Oct 29	318late	−2.9%	−7.9%	+1.1%	−12.8%	+10.2%	PDF ↗
Sep 12	PWRQuanta Services, Inc. Common Stock	▲ BUY	Spouse	$1K–$15K	Oct 29	318late	+0.9%	+13.5%	+18.7%	+6.5%	+45.0%	PDF ↗
Sep 12	RRXRegal Rexnord Corporation Common Stock	▲ BUY	Spouse	$1K–$15K	Oct 29	318late	−0.4%	+3.8%	−3.2%	−37.4%	−13.8%	PDF ↗
Sep 12	ROSTRoss Stores, Inc. - Common Stock	▲ BUY	Spouse	$1K–$15K	Oct 29	318late	−2.9%	+7.1%	+3.5%	−2.4%	+8.7%	PDF ↗
Sep 12	SPGIS&P Global Inc. Common Stock	▲ BUY	Spouse	$1K–$15K	Oct 29	318late	−0.5%	+5.8%	+7.2%	−4.7%	+0.8%	PDF ↗
Sep 12	SAPSAP SE ADS	▲ BUY	Spouse	$1K–$15K	Oct 29	318late	−2.0%	−0.6%	+16.2%	+16.9%	+13.4%	PDF ↗
Sep 12	SHELShell PLC American Depositary Shares	▲ BUY	Spouse	$1K–$15K	Oct 29	318late	+1.2%	−3.7%	−3.2%	−2.3%	+12.3%	PDF ↗
Sep 12	SHWSherwin-Williams Company	▲ BUY	Spouse	$1K–$15K	Oct 29	318late	0.0%	+6.1%	−2.7%	−11.3%	−5.3%	PDF ↗
Sep 12	SIEGYSiemens AG American Depositary Shares	▲ BUY	Spouse	$1K–$15K	Oct 29	318late	+1.0%	−2.7%	+12.1%	+21.7%	+45.8%	PDF ↗
Sep 12	SOSouthern Company	▲ BUY	Spouse	$1K–$15K	Oct 29	318late	−1.2%	−2.0%	−3.2%	+2.3%	+7.3%	PDF ↗
Sep 12	SNPSSynopsys, Inc. - Common Stock	▲ BUY	Spouse	$1K–$15K	Oct 29	318late	+4.1%	+10.4%	+8.9%	−8.1%	−7.5%	PDF ↗
Sep 12	TSMTaiwan Semiconductor Manufacturing Company Ltd.	▲ BUY	Spouse	$1K–$15K	Oct 29	318late	−5.2%	−6.6%	+9.1%	−18.8%	+45.0%	PDF ↗
Sep 12	CIThe Cigna Group Common Stock	▲ BUY	Spouse	$1K–$15K	Oct 29	318late	+11.3%	+9.6%	−4.7%	+8.8%	−14.1%	PDF ↗
Sep 12	TRVThe Travelers Companies, Inc. Common Stock	▲ BUY	Spouse	$1K–$15K	Oct 29	318late	0.0%	+3.1%	−4.8%	+2.1%	+6.5%	PDF ↗
Sep 12	TMOThermo Fisher Scientific Inc Common Stock	▲ BUY	Spouse	$1K–$15K	Oct 29	318late	0.0%	−8.1%	+4.7%	−23.4%	+2.6%	PDF ↗
Sep 12	TTTrane Technologies plc	▲ BUY	Spouse	$1K–$15K	Oct 29	318late	−0.1%	+6.6%	−6.4%	−10.9%	+9.0%	PDF ↗
Sep 12	TDGTransdigm Group Incorporated Common Stock	▲ BUY	Spouse	$1K–$15K	Oct 29	318late	+1.0%	−3.0%	+3.7%	+7.2%	0.0%	PDF ↗
Sep 12	TSNTyson Foods, Inc. Common Stock	▲ BUY	Spouse	$1K–$15K	Oct 29	318late	+1.1%	+10.0%	−3.7%	+3.4%	−12.3%	PDF ↗
Sep 12	USBU.S. Bancorp Common Stock	▲ BUY	Spouse	$1K–$15K	Oct 29	318late	0.0%	+2.4%	−4.3%	−22.1%	−5.9%	PDF ↗
Sep 12	UBERUber Technologies, Inc. Common Stock	▲ BUY	Spouse	$1K–$15K	Oct 29	318late	−5.6%	−7.9%	−11.7%	+0.2%	+22.9%	PDF ↗
Sep 12	URIUnited Rentals, Inc. Common Stock	▲ BUY	Spouse	$1K–$15K	Oct 29	318late	0.0%	−2.7%	−12.9%	−28.0%	+12.6%	PDF ↗
Sep 12	UNHUnitedHealth Group Incorporated Common Stock	▲ BUY	Spouse	$1K–$15K	Oct 29	318late	+5.6%	+4.5%	−5.8%	−25.9%	−39.0%	PDF ↗
Sep 12	USFDUS Foods Holding Corp. Common Stock	▲ BUY	Spouse	$1K–$15K	Oct 29	318late	+3.5%	+18.0%	+16.9%	+6.2%	+20.8%	PDF ↗
Sep 12	VRSKVerisk Analytics, Inc. - Common Stock	▲ BUY	Spouse	$1K–$15K	Oct 29	318late	+4.5%	+10.6%	+5.8%	+10.9%	−21.1%	PDF ↗
Sep 12	VRTVertiv Holdings, LLC Class A Common Stock	▲ BUY	Spouse	$1K–$15K	Oct 29	318late	0.0%	+31.1%	+36.9%	−18.7%	+74.1%	PDF ↗
Sep 12	VVisa Inc.	▲ BUY	Spouse	$1K–$15K	Oct 29	318late	+3.2%	+10.0%	+17.2%	+22.6%	+23.3%	PDF ↗
Sep 12	VMCVulcan Materials Company	▲ BUY	Spouse	$1K–$15K	Oct 29	318late	+5.4%	+11.3%	+7.7%	−3.7%	+13.0%	PDF ↗
Sep 12	DISWalt Disney Company	▲ BUY	Spouse	$1K–$15K	Oct 29	318late	+0.8%	+21.7%	+18.0%	−5.0%	+17.5%	PDF ↗
Sep 12	WCNWaste Connections, Inc. Common Shares	▲ BUY	Spouse	$1K–$15K	Oct 29	318late	−1.5%	+5.2%	+1.4%	+7.8%	−5.2%	PDF ↗
Sep 12	WSOWatsco, Inc. Common Stock	▲ BUY	Spouse	$1K–$15K	Oct 29	318late	+9.2%	+20.1%	+4.6%	−3.7%	−23.5%	PDF ↗
Sep 12	WFCWells Fargo & Company Common Stock	▲ BUY	Spouse	$1K–$15K	Oct 29	318late	+0.2%	+19.9%	+26.2%	+8.1%	+33.9%	PDF ↗
Sep 12	WABWestinghouse Air Brake Technologies Corporation Common Stock	▲ BUY	Spouse	$1K–$15K	Oct 29	318late	0.0%	+8.6%	+10.7%	−1.9%	+7.2%	PDF ↗
Sep 12	WTWWillis Towers Watson Public Limited Company - Ordinary Shares	▲ BUY	Spouse	$1K–$15K	Oct 29	318late	+3.7%	+8.4%	+12.8%	+3.4%	+11.9%	PDF ↗

Last report filed May 15, 2026. Trades by a spouse or dependent child are included, as on the form. Photo and biography: official portrait and public records via the congress-legislators project (public domain).