Periodic Transaction Report 20030891
Lisa McClain (MI), district 09, filed 2025-08-13
Original document
View the filing as published by the Clerk of the House
Every number on this page comes from that document. Where the two disagree, the document is right.
Reported trades (348)
| Trade date | Notified | Ticker | Asset | Type | Owner | Amount | Status |
|---|---|---|---|---|---|---|---|
| 2025-07-10 | 2025-08-13 | ABT | Abbott Laboratories Common Stock | Sale | Spouse | $1,001 - $15,000 | – |
| 2025-06-24 | 2025-08-13 | ABT | Abbott Laboratories Common Stock | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-06-17 | 2025-08-13 | ABBV | AbbVie Inc. Common Stock | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-07-22 | 2025-08-13 | ABBV | AbbVie Inc. Common Stock | Sale (partial) | Spouse | $1,001 - $15,000 | – |
| 2025-07-22 | 2025-08-13 | ABBV | AbbVie Inc. Common Stock | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-07-10 | 2025-08-13 | ACN | Accenture plc Class A Ordinary Shares | Sale | Spouse | $1,001 - $15,000 | – |
| 2025-06-24 | 2025-08-13 | ACN | Accenture plc Class A Ordinary Shares | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-06-23 | 2025-08-13 | ADBE | Adobe Inc. - Common Stock | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-07-10 | 2025-08-13 | ADBE | Adobe Inc. - Common Stock | Sale | Spouse | $1,001 - $15,000 | – |
| 2025-06-17 | 2025-08-13 | WMS | Advanced Drainage Systems, Inc. Common Stock | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-07-16 | 2025-08-13 | WMS | Advanced Drainage Systems, Inc. Common Stock | Sale | Spouse | $1,001 - $15,000 | – |
| 2025-06-17 | 2025-08-13 | AMD | Advanced Micro Devices, Inc. | Purchase | Spouse | $1,001 - $15,000 | – |
| 2024-10-23 | 2025-08-11 | AMD | Advanced Micro Devices, Inc. | Sale | Spouse | $15,001 - $50,000 | – |
| 2024-06-06 | 2025-08-11 | AMD | Advanced Micro Devices, Inc. | Purchase | Spouse | $1,001 - $15,000 | – |
| 2024-03-11 | 2025-08-11 | AMD | Advanced Micro Devices, Inc. | Purchase | Spouse | $15,001 - $50,000 | – |
| 2025-06-24 | 2025-08-13 | AGCO | AGCO Corporation Common Stock | Sale | Spouse | $1,001 - $15,000 | – |
| 2025-06-11 | 2025-08-13 | AGCO | AGCO Corporation Common Stock | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-07-16 | 2025-08-13 | A | Agilent Technologies, Inc. Common Stock | Sale | Spouse | $1,001 - $15,000 | – |
| 2025-06-17 | 2025-08-13 | A | Agilent Technologies, Inc. Common Stock | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-06-11 | 2025-08-13 | ADC | Agree Realty Corporation Common Stock | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-06-17 | 2025-08-13 | ADC | Agree Realty Corporation Common Stock | Sale | Spouse | $1,001 - $15,000 | – |
| 2025-06-17 | 2025-08-13 | ALK | Alaska Air Group, Inc. Common Stock | Sale | Spouse | $1,001 - $15,000 | – |
| 2025-06-11 | 2025-08-13 | ALK | Alaska Air Group, Inc. Common Stock | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-07-22 | 2025-08-13 | ACI | Albertsons Companies, Inc. Class A Common Stock | Sale | Spouse | $1,001 - $15,000 | – |
| 2025-07-16 | 2025-08-13 | ACI | Albertsons Companies, Inc. Class A Common Stock | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-07-16 | 2025-08-13 | ALEX | Alexander & Baldwin, Inc. Common Stock REIT Holding Company | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-07-22 | 2025-08-13 | BABA | Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-06-17 | 2025-08-13 | BABA | Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share | Sale (partial) | Spouse | $1,001 - $15,000 | – |
| 2025-06-09 | 2025-08-13 | BABA | Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-06-17 | 2025-08-13 | ALLE | Allegion plc Ordinary Shares | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-06-24 | 2025-08-13 | GOOGL | Alphabet Inc. - Class A Common Stock | Purchase | Spouse | $1,001 - $15,000 | – |
| 2024-12-11 | 2025-08-11 | GOOGL | Alphabet Inc. - Class A Common Stock | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-06-09 | 2025-08-13 | GOOG | Alphabet Inc. - Class C Capital Stock | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-06-11 | 2025-08-13 | GOOG | Alphabet Inc. - Class C Capital Stock | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-06-10 | 2025-08-13 | GOOG | Alphabet Inc. - Class C Capital Stock | Sale (partial) | Spouse | $1,001 - $15,000 | – |
| 2025-06-17 | 2025-08-13 | AMZN | Amazon.com, Inc. - Common Stock | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-07-22 | 2025-08-13 | AMZN | Amazon.com, Inc. - Common Stock | Sale (partial) | Spouse | $1,001 - $15,000 | – |
| 2025-08-04 | 2025-08-13 | AMZN | Amazon.com, Inc. - Common Stock | Sale (partial) | Spouse | $1,001 - $15,000 | – |
| 2025-06-09 | 2025-08-13 | AMZN | Amazon.com, Inc. - Common Stock | Purchase | Spouse | $1,001 - $15,000 | – |
| 2024-12-11 | 2025-08-11 | AMZN | Amazon.com, Inc. - Common Stock | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-06-09 | 2025-08-13 | AMED | Amedisys Inc - Common Stock | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-06-09 | 2025-08-13 | AAL | American Airlines Group, Inc. - Common Stock | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-06-11 | 2025-08-13 | AAL | American Airlines Group, Inc. - Common Stock | Sale | Spouse | $1,001 - $15,000 | – |
| 2025-06-17 | 2025-08-13 | AXP | American Express Company Common Stock | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-06-17 | 2025-08-13 | AIG | American International Group, Inc. New Common Stock | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-07-10 | 2025-08-13 | AIG | American International Group, Inc. New Common Stock | Sale | Spouse | $1,001 - $15,000 | – |
| 2025-06-24 | 2025-08-13 | AMGN | Amgen Inc. - Common Stock | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-06-11 | 2025-08-13 | BUD | Anheuser-Busch Inbev SA Sponsored ADR | Sale (partial) | Spouse | $1,001 - $15,000 | – |
| 2025-06-09 | 2025-08-13 | BUD | Anheuser-Busch Inbev SA Sponsored ADR | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-07-16 | 2025-08-13 | BUD | Anheuser-Busch Inbev SA Sponsored ADR | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-07-10 | 2025-08-13 | AR | Antero Resources Corporation Common Stock | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-07-22 | 2025-08-13 | AR | Antero Resources Corporation Common Stock | Sale | Spouse | $1,001 - $15,000 | – |
| 2025-07-22 | 2025-08-13 | AAPL | Apple Inc. - Common Stock | Sale (partial) | Spouse | $1,001 - $15,000 | – |
| 2025-06-09 | 2025-08-13 | AAPL | Apple Inc. - Common Stock | Purchase | Spouse | $1,001 - $15,000 | – |
| 2024-12-11 | 2025-08-11 | AAPL | Apple Inc. - Common Stock | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-06-17 | 2025-08-13 | AAPL | Apple Inc. - Common Stock | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-08-04 | 2025-08-13 | AMAT | Applied Materials, Inc. - Common Stock | Sale (partial) | Spouse | $1,001 - $15,000 | – |
| 2025-07-22 | 2025-08-13 | AMAT | Applied Materials, Inc. - Common Stock | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-06-24 | 2025-08-13 | ATR | AptarGroup, Inc. Common Stock | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-06-17 | 2025-08-13 | ARMK | Aramark Common Stock | Sale | Spouse | $1,001 - $15,000 | – |
| 2025-06-11 | 2025-08-13 | ARMK | Aramark Common Stock | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-06-24 | 2025-08-13 | MT | Arcelor Mittal NY Registry Shares NEW | Purchase | Spouse | $1,001 - $15,000 | – |
| 2024-12-11 | 2025-08-11 | ANET | Arista Networks, Inc. Common Stock | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-03-20 | 2025-08-13 | ANET | Arista Networks, Inc. Common Stock | Sale | Spouse | $1,001 - $15,000 | – |
| 2025-06-11 | 2025-08-13 | AWI | Armstrong World Industries Inc Common Stock | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-06-17 | 2025-08-13 | AWI | Armstrong World Industries Inc Common Stock | Sale | Spouse | $1,001 - $15,000 | – |
| 2025-08-04 | 2025-08-13 | AJG | Arthur J. Gallagher & Co. Common Stock | Sale | Spouse | $1,001 - $15,000 | – |
| 2024-12-11 | 2025-08-11 | AJG | Arthur J. Gallagher & Co. Common Stock | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-06-09 | 2025-08-13 | ASML | ASML Holding N.V. - New York Registry Shares | Purchase | Spouse | $1,001 - $15,000 | – |
| 2024-06-10 | 2025-08-13 | ASML | ASML Holding N.V. - New York Registry Shares | Sale (partial) | Spouse | $1,001 - $15,000 | – |
| 2025-07-22 | 2025-08-13 | ASML | ASML Holding N.V. - New York Registry Shares | Sale (partial) | Spouse | $1,001 - $15,000 | – |
| 2025-06-17 | 2025-08-13 | ASML | ASML Holding N.V. - New York Registry Shares | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-06-17 | 2025-08-13 | AZN | AstraZeneca PLC - American Depositary Shares | Sale (partial) | Spouse | $1,001 - $15,000 | – |
| 2025-06-09 | 2025-08-13 | AZN | AstraZeneca PLC - American Depositary Shares | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-07-22 | 2025-08-13 | AZN | AstraZeneca PLC - American Depositary Shares | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-07-10 | 2025-08-13 | T | AT&T Inc. | Sale | Spouse | $1,001 - $15,000 | – |
| 2025-06-17 | 2025-08-13 | T | AT&T Inc. | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-06-17 | 2025-08-13 | ADSK | Autodesk, Inc. - Common Stock | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-07-10 | 2025-08-13 | ADSK | Autodesk, Inc. - Common Stock | Sale | Spouse | $1,001 - $15,000 | – |
| 2025-08-04 | 2025-08-13 | ALV | Autoliv, Inc. Common Stock | Sale (partial) | Spouse | $1,001 - $15,000 | – |
| 2025-07-22 | 2025-08-13 | ALV | Autoliv, Inc. Common Stock | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-07-10 | 2025-08-13 | ADP | Automatic Data Processing, Inc. - Common Stock | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-07-16 | 2025-08-13 | ADP | Automatic Data Processing, Inc. - Common Stock | Sale | Spouse | $1,001 - $15,000 | – |
| 2025-06-11 | 2025-08-13 | AVTR | Avantor, Inc. Common Stock | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-06-17 | 2025-08-13 | AVTR | Avantor, Inc. Common Stock | Sale (partial) | Spouse | $1,001 - $15,000 | – |
| 2025-06-11 | 2025-08-13 | AVNT | Avient Corporation Common Stock | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-06-17 | 2025-08-13 | AVNT | Avient Corporation Common Stock | Sale | Spouse | $1,001 - $15,000 | – |
| 2025-06-10 | 2025-08-13 | BKR | Baker Hughes Company - Common Stock | Sale | Spouse | $1,001 - $15,000 | – |
| 2024-12-11 | 2025-08-11 | BKR | Baker Hughes Company - Common Stock | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-06-17 | 2025-08-13 | BAC | Bank of America Corporation Common Stock | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-06-17 | 2025-08-13 | BCS | Barclays PLC Common Stock | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-07-22 | 2025-08-13 | BAX | Baxter International Inc. Common Stock | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-06-17 | 2025-08-13 | BDX | Becton, Dickinson and Company Common Stock | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-06-24 | 2025-08-13 | BDX | Becton, Dickinson and Company Common Stock | Sale | Spouse | $1,001 - $15,000 | – |
| 2025-06-11 | 2025-08-13 | BRK.B | Berkshire Hathaway Inc. New Common Stock | Sale (partial) | Spouse | $1,001 - $15,000 | – |
| 2025-06-09 | 2025-08-13 | BRK.B | Berkshire Hathaway Inc. New Common Stock | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-07-16 | 2025-08-13 | BRK.B | Berkshire Hathaway Inc. New Common Stock | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-07-22 | 2025-08-13 | BHP | BHP Group Limited American Depositary Shares | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-06-17 | 2025-08-13 | BHP | BHP Group Limited American Depositary Shares | Sale (partial) | Spouse | $1,001 - $15,000 | – |
| 2025-06-11 | 2025-08-13 | BHP | BHP Group Limited American Depositary Shares | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-06-17 | 2025-08-13 | BILL | BILL Holdings, Inc. Common Stock | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-07-10 | 2025-08-13 | BJ | BJ's Wholesale Club Holdings, Inc. Common Stock | Sale | Spouse | $1,001 - $15,000 | – |
| 2025-06-11 | 2025-08-13 | BJ | BJ's Wholesale Club Holdings, Inc. Common Stock | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-06-17 | 2025-08-13 | BKH | Black Hills Corporation Common Stock | Sale | Spouse | $1,001 - $15,000 | – |
| 2025-06-11 | 2025-08-13 | BKH | Black Hills Corporation Common Stock | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-07-16 | 2025-08-13 | BLK | BlackRock, Inc. Common Stock | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-01-31 | 2025-08-13 | – | Bloomfield Charter 5%38 DB LTX Due 04/01/38 | Purchase | Spouse | $15,001 - $50,000 | – |
| 2025-06-06 | 2025-08-13 | – | BLOOMFIELD CHARTER T REV 5% 04/01/2038 CALLABLE | Sale | Spouse | $15,001 - $50,000 | – |
| 2024-12-11 | 2025-08-11 | BSX | Boston Scientific Corporation Common Stock | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-06-24 | 2025-08-13 | BP | BP p.l.c. Common Stock | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-06-11 | 2025-08-13 | BCO | Brinks Company | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-06-24 | 2025-08-13 | BTI | British American Tobacco Industries, p.l.c. Common Stock ADR | Sale | Spouse | $1,001 - $15,000 | – |
| 2025-06-17 | 2025-08-13 | BTI | British American Tobacco Industries, p.l.c. Common Stock ADR | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-06-17 | 2025-08-13 | AVGO | Broadcom Inc. - Common Stock | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-06-10 | 2025-08-13 | AVGO | Broadcom Inc. - Common Stock | Sale (partial) | Spouse | $1,001 - $15,000 | – |
| 2025-06-11 | 2025-08-13 | AVGO | Broadcom Inc. - Common Stock | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-01-22 | 2025-08-13 | AVGO | Broadcom Inc. - Common Stock | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-07-10 | 2025-08-13 | BR | Broadridge Financial Solutions, Inc. Common Stock | Sale | Spouse | $1,001 - $15,000 | – |
| 2025-06-17 | 2025-08-13 | BR | Broadridge Financial Solutions, Inc. Common Stock | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-06-17 | 2025-08-13 | BRKL | Brookline Bancorp, Inc. - Common Stock | Sale | Spouse | $1,001 - $15,000 | – |
| 2025-06-09 | 2025-08-13 | BRKL | Brookline Bancorp, Inc. - Common Stock | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-06-17 | 2025-08-13 | BF.B | Brown Forman Inc Class B Common Stock | Sale | Spouse | $1,001 - $15,000 | – |
| 2025-06-11 | 2025-08-13 | BF.B | Brown Forman Inc Class B Common Stock | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-06-17 | 2025-08-13 | BC | Brunswick Corporation Common Stock | Sale | Spouse | $1,001 - $15,000 | – |
| 2025-06-11 | 2025-08-13 | BC | Brunswick Corporation Common Stock | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-06-11 | 2025-08-13 | BURL | Burlington Stores, Inc. Common Stock | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-06-17 | 2025-08-13 | BURL | Burlington Stores, Inc. Common Stock | Sale | Spouse | $1,001 - $15,000 | – |
| 2025-06-11 | 2025-08-13 | BWXT | BWX Technologies, Inc. Common Stock | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-06-17 | 2025-08-13 | CPB | Campbell Soup Company Common Stock | Sale | Spouse | $1,001 - $15,000 | – |
| 2025-06-17 | 2025-08-13 | CPRI | Capri Holdings Limited Ordinary Shares | Sale | Spouse | $1,001 - $15,000 | – |
| 2025-06-11 | 2025-08-13 | CPRI | Capri Holdings Limited Ordinary Shares | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-06-17 | 2025-08-13 | CSL | Carlisle Companies Incorporated Common Stock | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-06-11 | 2025-08-13 | CASY | Caseys General Stores, Inc. - Common Stock | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-06-24 | 2025-08-13 | CHX | ChampionX Corporation | Sale | Spouse | $1,001 - $15,000 | – |
| 2025-06-11 | 2025-08-13 | CHX | ChampionX Corporation | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-07-16 | 2025-08-13 | SCHW | Charles Schwab Corporation | Sale | Spouse | $1,001 - $15,000 | – |
| 2025-07-10 | 2025-08-13 | SCHW | Charles Schwab Corporation | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-06-24 | 2025-08-13 | CHE | Chemed Corp | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-06-24 | 2025-08-13 | CVX | Chevron Corporation Common Stock | Sale | Spouse | $1,001 - $15,000 | – |
| 2025-06-17 | 2025-08-13 | CVX | Chevron Corporation Common Stock | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-03-20 | 2025-08-13 | CMG | Chipotle Mexican Grill, Inc. Common Stock | Sale | Spouse | $1,001 - $15,000 | – |
| 2024-12-11 | 2025-08-11 | CMG | Chipotle Mexican Grill, Inc. Common Stock | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-06-24 | 2025-08-13 | CHRD | Chord Energy Corporation - Common Stock | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-06-17 | 2025-08-13 | CHD | Church & Dwight Company, Inc. Common Stock | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-06-24 | 2025-08-13 | CHD | Church & Dwight Company, Inc. Common Stock | Sale | Spouse | $1,001 - $15,000 | – |
| 2025-06-17 | 2025-08-13 | CIEN | Ciena Corporation | Purchase | Spouse | $1,001 - $15,000 | – |
| 2024-12-11 | 2025-08-11 | CTAS | Cintas Corporation - Common Stock | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-07-22 | 2025-08-13 | CSCO | Cisco Systems, Inc. - Common Stock | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-06-24 | 2025-08-13 | CLX | Clorox Company | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-06-17 | 2025-08-13 | CNH | CNH Industrial N.V. Common Shares | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-06-24 | 2025-08-13 | CNH | CNH Industrial N.V. Common Shares | Sale (partial) | Spouse | $1,001 - $15,000 | – |
| 2025-07-22 | 2025-08-13 | CNH | CNH Industrial N.V. Common Shares | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-06-11 | 2025-08-13 | CNO | CNO Financial Group, Inc. Common Stock | Sale | Spouse | $1,001 - $15,000 | – |
| 2025-06-09 | 2025-08-13 | CNO | CNO Financial Group, Inc. Common Stock | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-07-10 | 2025-08-13 | KO | Coca-Cola Company | Sale | Spouse | $1,001 - $15,000 | – |
| 2025-06-24 | 2025-08-13 | KO | Coca-Cola Company | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-07-16 | 2025-08-13 | CTSH | Cognizant Technology Solutions Corporation - Class A Common Stock | Sale | Spouse | $1,001 - $15,000 | – |
| 2025-07-10 | 2025-08-13 | CTSH | Cognizant Technology Solutions Corporation - Class A Common Stock | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-06-17 | 2025-08-13 | COHR | Coherent Corp. | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-06-17 | 2025-08-13 | CL | Colgate-Palmolive Company Common Stock | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-06-24 | 2025-08-13 | CL | Colgate-Palmolive Company Common Stock | Sale | Spouse | $1,001 - $15,000 | – |
| 2025-06-11 | 2025-08-13 | CBU | Community Financial System, Inc. Common Stock | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-06-17 | 2025-08-13 | CBU | Community Financial System, Inc. Common Stock | Sale | Spouse | $1,001 - $15,000 | – |
| 2025-07-22 | 2025-08-13 | CAG | ConAgra Brands, Inc. Common Stock | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-06-24 | 2025-08-13 | COP | ConocoPhillips Common Stock | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-06-17 | 2025-08-13 | STZ | Constellation Brands, Inc. Common Stock | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-07-16 | 2025-08-13 | CDP | COPT Defense Properties Common Shares of Beneficial Interest | Sale | Spouse | $1,001 - $15,000 | – |
| 2025-06-11 | 2025-08-13 | CDP | COPT Defense Properties Common Shares of Beneficial Interest | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-06-11 | 2025-08-13 | CNM | Core & Main, Inc. Class A Common Stock | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-06-17 | 2025-08-13 | CNM | Core & Main, Inc. Class A Common Stock | Sale | Spouse | $1,001 - $15,000 | – |
| 2025-06-09 | 2025-08-13 | COST | Costco Wholesale Corporation - Common Stock | Sale (partial) | Spouse | $1,001 - $15,000 | – |
| 2025-07-10 | 2025-08-13 | COST | Costco Wholesale Corporation - Common Stock | Sale | Spouse | $1,001 - $15,000 | – |
| 2024-12-11 | 2025-08-11 | COST | Costco Wholesale Corporation - Common Stock | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-06-17 | 2025-08-13 | COST | Costco Wholesale Corporation - Common Stock | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-06-17 | 2025-08-13 | CTRA | Coterra Energy Inc. Common Stock | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-07-16 | 2025-08-13 | CUZ | Cousins Properties Incorporated Common Stock | Sale | Spouse | $1,001 - $15,000 | – |
| 2025-07-10 | 2025-08-13 | CUZ | Cousins Properties Incorporated Common Stock | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-06-09 | 2025-08-13 | CRGY | Crescent Energy Company Class A Common Stock | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-06-24 | 2025-08-13 | CRGY | Crescent Energy Company Class A Common Stock | Sale | Spouse | $1,001 - $15,000 | – |
| 2025-07-16 | 2025-08-13 | CRWD | CrowdStrike Holdings, Inc. - Class A Common Stock | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-06-24 | 2025-08-13 | CMI | Cummins Inc. Common Stock | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-07-22 | 2025-08-13 | CW | Curtiss-Wright Corporation Common Stock | Sale | Spouse | $1,001 - $15,000 | – |
| 2025-07-10 | 2025-08-13 | CW | Curtiss-Wright Corporation Common Stock | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-06-17 | 2025-08-13 | CYTK | Cytokinetics, Incorporated - Common Stock | Sale | Spouse | $1,001 - $15,000 | – |
| 2025-06-11 | 2025-08-13 | CYTK | Cytokinetics, Incorporated - Common Stock | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-06-17 | 2025-08-13 | DHI | D.R. Horton, Inc. Common Stock | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-07-22 | 2025-08-13 | DHR | Danaher Corporation Common Stock | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-07-16 | 2025-08-13 | DRI | Darden Restaurants, Inc. Common Stock | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-07-22 | 2025-08-13 | DRI | Darden Restaurants, Inc. Common Stock | Sale | Spouse | $1,001 - $15,000 | – |
| 2025-06-17 | 2025-08-13 | SRE | DBA Sempra Common Stock | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-07-16 | 2025-08-13 | DE | Deere & Company Common Stock | Sale | Spouse | $1,001 - $15,000 | – |
| 2025-06-24 | 2025-08-13 | DE | Deere & Company Common Stock | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-06-10 | 2025-08-13 | DELL | Dell Technologies Inc. Class C Common Stock | Sale (partial) | Spouse | $1,001 - $15,000 | – |
| 2025-01-15 | 2025-08-13 | DELL | Dell Technologies Inc. Class C Common Stock | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-06-17 | 2025-08-13 | DAL | Delta Air Lines, Inc. Common Stock | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-06-24 | 2025-08-13 | DEO | Diageo plc Common Stock | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-06-17 | 2025-08-13 | FANG | Diamondback Energy, Inc. - Common Stock | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-07-16 | 2025-08-13 | FANG | Diamondback Energy, Inc. - Common Stock | Sale | Spouse | $1,001 - $15,000 | – |
| 2025-06-17 | 2025-08-13 | DKS | Dick's Sporting Goods Inc Common Stock | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-06-17 | 2025-08-13 | DOCU | DocuSign, Inc. - Common Stock | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-06-24 | 2025-08-13 | DLB | Dolby Laboratories Common Stock | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-06-11 | 2025-08-13 | DG | Dollar General Corporation Common Stock | Sale | Spouse | $1,001 - $15,000 | – |
| 2025-06-09 | 2025-08-13 | DG | Dollar General Corporation Common Stock | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-06-24 | 2025-08-13 | DOW | Dow Inc. Common Stock | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-07-22 | 2025-08-13 | DBX | Dropbox, Inc. - Class A Common Stock | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-06-17 | 2025-08-13 | DUK | Duke Energy Corporation | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-06-24 | 2025-08-13 | DUOL | Duolingo, Inc. - Class A Common Stock | Sale | Spouse | $1,001 - $15,000 | – |
| 2025-06-17 | 2025-08-13 | DUOL | Duolingo, Inc. - Class A Common Stock | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-06-24 | 2025-08-13 | DT | Dynatrace, Inc. Common Stock | Sale (partial) | Spouse | $1,001 - $15,000 | – |
| 2025-07-10 | 2025-08-13 | DT | Dynatrace, Inc. Common Stock | Sale | Spouse | $1,001 - $15,000 | – |
| 2025-06-17 | 2025-08-13 | DT | Dynatrace, Inc. Common Stock | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-03-12 | 2025-08-13 | DT | Dynatrace, Inc. Common Stock | Sale | Spouse | $1,001 - $15,000 | – |
| 2025-02-05 | 2025-08-13 | DT | Dynatrace, Inc. Common Stock | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-06-17 | 2025-08-13 | EMN | Eastman Chemical Company Common Stock | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-06-09 | 2025-08-13 | ETN | Eaton Corporation, PLC Ordinary Shares | Sale (partial) | Spouse | $1,001 - $15,000 | – |
| 2025-02-05 | 2025-08-13 | ETN | Eaton Corporation, PLC Ordinary Shares | Sale | Spouse | $1,001 - $15,000 | – |
| 2025-03-13 | 2025-08-13 | ETN | Eaton Corporation, PLC Ordinary Shares | Purchase | Spouse | $1,001 - $15,000 | – |
| 2024-12-11 | 2025-08-11 | ETN | Eaton Corporation, PLC Ordinary Shares | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-06-24 | 2025-08-13 | EBAY | eBay Inc. - Common Stock | Sale | Spouse | $1,001 - $15,000 | – |
| 2025-06-17 | 2025-08-13 | EBAY | eBay Inc. - Common Stock | Purchase | Spouse | $1,001 - $15,000 | – |
| 2024-12-11 | 2025-08-11 | ECL | Ecolab Inc. Common Stock | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-06-09 | 2025-08-13 | EC | Ecopetrol S.A. American Depositary Shares | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-07-10 | 2025-08-13 | EC | Ecopetrol S.A. American Depositary Shares | Sale | Spouse | $1,001 - $15,000 | – |
| 2025-06-10 | 2025-08-13 | EC | Ecopetrol S.A. American Depositary Shares | Sale (partial) | Spouse | $1,001 - $15,000 | – |
| 2025-06-24 | 2025-08-13 | ELV | Elevance Health, Inc. Common Stock | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-07-10 | 2025-08-13 | ELV | Elevance Health, Inc. Common Stock | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-07-10 | 2025-08-13 | LLY | Eli Lilly and Company Common Stock | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-07-16 | 2025-08-13 | LLY | Eli Lilly and Company Common Stock | Sale | Spouse | $1,001 - $15,000 | – |
| 2025-06-09 | 2025-08-13 | LLY | Eli Lilly and Company Common Stock | Sale (partial) | Spouse | $1,001 - $15,000 | – |
| 2024-12-11 | 2025-08-11 | LLY | Eli Lilly and Company Common Stock | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-06-17 | 2025-08-13 | EME | EMCOR Group, Inc. Common Stock | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-03-12 | 2025-08-13 | EMR | Emerson Electric Company Common Stock | Sale | Spouse | $1,001 - $15,000 | – |
| 2025-02-05 | 2025-08-13 | EMR | Emerson Electric Company Common Stock | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-06-17 | 2025-08-13 | EIG | Employers Holdings Inc Common Stock | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-07-10 | 2025-08-13 | EIG | Employers Holdings Inc Common Stock | Sale | Spouse | $1,001 - $15,000 | – |
| 2025-07-22 | 2025-08-13 | EHC | Encompass Health Corporation Common Stock | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-07-22 | 2025-08-13 | EPAM | EPAM Systems, Inc. Common Stock | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-06-24 | 2025-08-13 | EQNR | Equinor ASA | Sale | Spouse | $1,001 - $15,000 | – |
| 2025-06-11 | 2025-08-13 | EQNR | Equinor ASA | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-07-16 | 2025-08-13 | EQH | Equitable Holdings, Inc. Common Stock | Sale | Spouse | $1,001 - $15,000 | – |
| 2025-06-17 | 2025-08-13 | EQH | Equitable Holdings, Inc. Common Stock | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-07-10 | 2025-08-13 | ELS | Equity Lifestyle Properties, Inc. Common Stock | Sale | Spouse | $1,001 - $15,000 | – |
| 2025-06-17 | 2025-08-13 | ELS | Equity Lifestyle Properties, Inc. Common Stock | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-06-17 | 2025-08-13 | ESNT | Essent Group Ltd. Common Shares | Sale | Spouse | $1,001 - $15,000 | – |
| 2025-06-11 | 2025-08-13 | ESNT | Essent Group Ltd. Common Shares | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-07-16 | 2025-08-13 | EG | Everest Group, Ltd. Common Stock | Sale | Spouse | $1,001 - $15,000 | – |
| 2025-06-17 | 2025-08-13 | EG | Everest Group, Ltd. Common Stock | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-06-17 | 2025-08-13 | EVTC | Evertec, Inc. Common Stock | Sale | Spouse | $1,001 - $15,000 | – |
| 2025-06-11 | 2025-08-13 | EVTC | Evertec, Inc. Common Stock | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-06-17 | 2025-08-13 | EXC | Exelon Corporation | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-06-24 | 2025-08-13 | XOM | Exxon Mobil Corporation Common Stock | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-07-22 | 2025-08-13 | XOM | Exxon Mobil Corporation Common Stock | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-06-11 | 2025-08-13 | FNB | F.N.B. Corporation Common Stock | Sale | Spouse | $1,001 - $15,000 | – |
| 2025-06-09 | 2025-08-13 | FNB | F.N.B. Corporation Common Stock | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-06-11 | 2025-08-13 | FFIN | First Financial Bankshares, Inc. - Common Stock | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-06-17 | 2025-08-13 | FFIN | First Financial Bankshares, Inc. - Common Stock | Sale | Spouse | $1,001 - $15,000 | – |
| 2025-06-17 | 2025-08-13 | FHB | First Hawaiian, Inc. - Common Stock | Sale | Spouse | $1,001 - $15,000 | – |
| 2025-06-11 | 2025-08-13 | FHB | First Hawaiian, Inc. - Common Stock | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-06-17 | 2025-08-13 | FR | First Industrial Realty Trust, Inc. Common Stock | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-07-22 | 2025-08-13 | FI | Fiserv, Inc. Common Stock | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-06-11 | 2025-08-13 | FIVE | Five Below, Inc. - Common Stock | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-06-09 | 2025-08-13 | FLO | Flowers Foods, Inc. Common Stock | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-06-11 | 2025-08-13 | FLO | Flowers Foods, Inc. Common Stock | Sale | Spouse | $1,001 - $15,000 | – |
| 2025-07-10 | 2025-08-13 | FTV | Fortive Corporation Common Stock | Sale | Spouse | $1,001 - $15,000 | – |
| 2025-06-17 | 2025-08-13 | FTV | Fortive Corporation Common Stock | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-06-11 | 2025-08-13 | FCPT | Four Corners Property Trust, Inc. Common Stock | Sale (partial) | Spouse | $1,001 - $15,000 | – |
| 2025-06-09 | 2025-08-13 | FCPT | Four Corners Property Trust, Inc. Common Stock | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-07-16 | 2025-08-13 | FCPT | Four Corners Property Trust, Inc. Common Stock | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-06-09 | 2025-08-13 | FBRT | Franklin BSP Realty Trust, Inc. Common Stock | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-06-11 | 2025-08-13 | FBRT | Franklin BSP Realty Trust, Inc. Common Stock | Sale | Spouse | $1,001 - $15,000 | – |
| 2025-06-11 | 2025-08-13 | GME | GameStop Corporation Common Stock | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-07-22 | 2025-08-13 | IT | Gartner, Inc. Common Stock | Sale | Spouse | $1,001 - $15,000 | – |
| 2025-07-16 | 2025-08-13 | IT | Gartner, Inc. Common Stock | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-06-17 | 2025-08-13 | GATX | GATX Corporation Common Stock | Sale | Spouse | $1,001 - $15,000 | – |
| 2025-06-11 | 2025-08-13 | GATX | GATX Corporation Common Stock | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-07-16 | 2025-08-13 | GIS | General Mills, Inc. Common Stock | Sale | Spouse | $1,001 - $15,000 | – |
| 2025-06-24 | 2025-08-13 | GIS | General Mills, Inc. Common Stock | Sale (partial) | Spouse | $1,001 - $15,000 | – |
| 2025-06-17 | 2025-08-13 | GIS | General Mills, Inc. Common Stock | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-07-10 | 2025-08-13 | GIS | General Mills, Inc. Common Stock | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-06-17 | 2025-08-13 | GNW | Genworth Financial Inc Common Stock | Sale | Spouse | $1,001 - $15,000 | – |
| 2025-06-11 | 2025-08-13 | GNW | Genworth Financial Inc Common Stock | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-06-09 | 2025-08-13 | GTY | Getty Realty Corporation Common Stock | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-06-11 | 2025-08-13 | GTY | Getty Realty Corporation Common Stock | Sale | Spouse | $1,001 - $15,000 | – |
| 2025-07-10 | 2025-08-13 | GL | Globe Life Inc. Common Stock | Sale | Spouse | $1,001 - $15,000 | – |
| 2025-06-17 | 2025-08-13 | GL | Globe Life Inc. Common Stock | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-06-24 | 2025-08-13 | GMED | Globus Medical, Inc. Class A Common Stock | Sale (partial) | Spouse | $1,001 - $15,000 | – |
| 2025-07-10 | 2025-08-13 | GMED | Globus Medical, Inc. Class A Common Stock | Sale | Spouse | $1,001 - $15,000 | – |
| 2025-06-17 | 2025-08-13 | GMED | Globus Medical, Inc. Class A Common Stock | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-06-24 | 2025-08-13 | GFI | Gold Fields Limited American Depositary Shares | Sale | Spouse | $1,001 - $15,000 | – |
| 2025-06-11 | 2025-08-13 | GFI | Gold Fields Limited American Depositary Shares | Purchase | Spouse | $1,001 - $15,000 | – |
| 2024-12-11 | 2025-08-11 | GS | Goldman Sachs Group, Inc. | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-06-17 | 2025-08-13 | GGG | Graco Inc. Common Stock | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-02-10 | 2025-08-13 | – | Grand Rapids Mich 5%34 GO LTX Due 10/01/34 | Purchase | Spouse | $15,001 - $50,000 | – |
| 2025-06-06 | 2025-08-13 | – | GRAND RAPIDS MICH GO 5% 10/01/2034 | Sale | Spouse | $15,001 - $50,000 | – |
| 2025-02-11 | 2025-08-13 | – | Grandville Mich PUB 5%38 GO LTX Due 10/01/38 | Purchase | Spouse | $15,001 - $50,000 | – |
| 2025-06-06 | 2025-08-13 | – | GRANDVILLE MICH PUB GO 5% 05/01/2038 CALLABLE | Sale | Spouse | $15,001 - $50,000 | – |
| 2025-06-17 | 2025-08-13 | GPK | Graphic Packaging Holding Company | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-07-22 | 2025-08-13 | GPI | Group 1 Automotive, Inc. Common Stock | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-06-24 | 2025-08-13 | GSK | GSK plc American Depositary Shares | Sale | Spouse | $1,001 - $15,000 | – |
| 2025-06-17 | 2025-08-13 | GSK | GSK plc American Depositary Shares | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-06-17 | 2025-08-13 | – | Guidewire Software, Inc. Common | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-06-24 | 2025-08-13 | – | Halliburton Company Common Stock | Sale | Spouse | $1,001 - $15,000 | – |
| 2025-06-17 | 2025-08-13 | – | HealthEquity, Inc. - Common Stock | Sale | Spouse | $1,001 - $15,000 | – |
| 2025-06-24 | 2025-08-13 | – | Honda Motor Company, Ltd. | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-02-21 | 2025-08-13 | HUBS | HubSpot, Inc. Common Stock | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-06-17 | 2025-08-13 | – | Infosys Limited American Depositary | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-06-17 | 2025-08-13 | INTU | Intuit Inc. - Common Stock | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-07-10 | 2025-08-13 | – | Jack Henry & Associates, Inc. - | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-01-30 | 2025-08-13 | – | Kalamazoo Mich WTR 5%29 WTR | Purchase | Spouse | $15,001 - | – |
| 2025-06-17 | 2025-08-13 | – | Kite Realty Group Trust Common | Sale | Spouse | $1,001 - $15,000 | – |
| 2025-07-16 | 2025-08-13 | LIN | Linde plc - Ordinary Shares | Sale | Spouse | $1,001 - $15,000 | – |
| 2025-06-10 | 2025-08-13 | – | LXP Industrial Trust Common Stock | Sale | Spouse | $1,001 - $15,000 | – |
| 2024-12-11 | 2025-08-11 | – | Martin Marietta Materials, Inc. | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-07-16 | 2025-08-13 | – | Meta Platforms, Inc. - Class A | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-07-22 | 2025-08-13 | – | Micron Technology, Inc. - Common | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-06-10 | 2025-08-13 | – | Moody's Corporation Common Stock | Sale (partial) | Spouse | $1,001 - $15,000 | – |
| 2025-06-17 | 2025-08-13 | – | NatWest Group plc American | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-06-09 | 2025-08-13 | – | NewJersey Resources Corporation | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-06-17 | 2025-08-13 | – | Northrop Grumman Corporation | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-07-22 | 2025-08-13 | NVS | Novartis AG Common Stock | Sale (partial) | Spouse | $1,001 - $15,000 | – |
| 2024-03-11 | 2025-08-11 | – | NVIDIA Corporation - Common Stock | Purchase | Spouse | $15,001 - | – |
| 2025-07-10 | 2025-08-13 | – | Okta, Inc. - Class A Common Stock | Sale | Spouse | $1,001 - $15,000 | – |
| 2024-11-07 | 2025-08-11 | PATK | Palantir Technologies Inc. - Class A Stock | Purchase | Spouse | $100,001 - | – |
| 2025-06-11 | 2025-08-13 | – | Patrick Industries, Inc. - Common | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-06-24 | 2025-08-13 | – | Philip Morris International Inc | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-07-10 | 2025-08-13 | – | Progress Software Corporation - | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-06-17 | 2025-08-13 | – | Repligen Corporation - Common | Sale (partial) | Spouse | $1,001 - $15,000 | – |
| 2025-02-05 | 2025-08-13 | – | Romeo Mich CMNTY SC 4%33 GO | Purchase | Spouse | $15,001 - | – |
| 2024-12-11 | 2025-08-11 | CRM | Salesforce, Inc. Common Stock | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-06-09 | 2025-08-13 | SAP | SAP SE ADS | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-06-17 | 2025-08-13 | – | Selective Insurance Group, Inc. - | Sale | Spouse | $1,001 - $15,000 | – |
| 2025-06-09 | 2025-08-13 | – | Shell PLC American Depositary | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-06-24 | 2025-08-13 | – | Somnigroup International Inc. | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-07-22 | 2025-08-13 | – | Starbucks Corporation - Common | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-03-20 | 2025-08-13 | – | Sysco Corporation Common Stock | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-06-17 | 2025-08-13 | – | Taylor Morrison Home Corporation | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-06-17 | 2025-08-13 | – | Texas Instruments Incorporated - | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-03-28 | 2025-08-13 | – | The Trade Desk, Inc. - Class A | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-06-11 | 2025-08-13 | TJX | TJX Companies, Inc. | Sale | Spouse | $1,001 - $15,000 | – |
| 2025-06-11 | 2025-08-13 | – | Trinity Industries, Inc. Common | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-07-22 | 2025-08-13 | – | Union Pacific Corporation Common | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-06-17 | 2025-08-13 | – | UnitedHealth Group Incorporated | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-06-17 | 2025-08-13 | – | VeriSign, Inc. - Common Stock | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-06-24 | 2025-08-13 | – | Viper Energy, Inc. - Class A Common | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-07-10 | 2025-08-13 | WPC | W. P. Carey Inc. REIT | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-07-16 | 2025-08-13 | – | WD-40 Company - Common Stock | Purchase | Spouse | $1,001 - $15,000 | – |
| 2025-06-17 | 2025-08-13 | – | Workday, Inc. - Class A Common | Sale (partial) | Spouse | $1,001 - $15,000 | – |
| 2025-07-22 | 2025-08-13 | – | Zoetis Inc. Class A Common Stock | Purchase | Spouse | $1,001 - $15,000 | – |