Periodic Transaction Report 20030977
Julia Letlow (LA), district 05, filed 2026-01-13
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 (224)
| Trade date | Notified | Ticker | Asset | Type | Owner | Amount | Status |
|---|---|---|---|---|---|---|---|
| 2025-01-17 | 2025-08-11 | MMM | 3M Company Common Stock | Purchase | Member | $1,001 - $15,000 | – |
| 2024-10-23 | 2025-08-11 | ABT | Abbott Laboratories Common Stock | Purchase | Member | $1,001 - $15,000 | – |
| 2025-12-08 | 2026-01-01 | ABT | Abbott Laboratories Common Stock | Sale | Member | $1,001 - $15,000 | – |
| 2025-12-08 | 2026-01-01 | ABBV | AbbVie Inc. Common Stock | Sale | Member | $1,001 - $15,000 | – |
| 2024-10-23 | 2025-08-11 | ABBV | AbbVie Inc. Common Stock | Purchase | Member | $1,001 - $15,000 | – |
| 2025-01-24 | 2025-08-11 | ABBV | AbbVie Inc. Common Stock | Sale | Member | $1,001 - $15,000 | – |
| 2025-04-28 | 2025-08-11 | ABBV | AbbVie Inc. Common Stock | Purchase | Member | $1,001 - $15,000 | – |
| 2025-07-24 | 2025-08-11 | ACN | Accenture plc Class A Ordinary Shares | Sale | Member | $1,001 - $15,000 | – |
| 2025-01-15 | 2025-08-11 | ACN | Accenture plc Class A Ordinary Shares | Sale | Member | $1,001 - $15,000 | – |
| 2025-04-22 | 2025-08-11 | ACN | Accenture plc Class A Ordinary Shares | Purchase | Member | $1,001 - $15,000 | – |
| 2024-10-23 | 2025-08-11 | ACN | Accenture plc Class A Ordinary Shares | Purchase | Member | $1,001 - $15,000 | – |
| 2025-01-24 | 2025-08-11 | ADBE | Adobe Inc. - Common Stock | Purchase | Member | $1,001 - $15,000 | – |
| 2025-10-16 | 2025-11-01 | ADBE | Adobe Inc. - Common Stock | Sale | Member | $1,001 - $15,000 | – |
| 2025-06-17 | 2025-08-11 | AMD | Advanced Micro Devices, Inc. | Purchase | Member | $1,001 - $15,000 | – |
| 2025-01-24 | 2025-08-11 | ACI | Albertsons Companies, Inc. Class A Common Stock | Purchase | Member | $1,001 - $15,000 | – |
| 2025-08-26 | 2025-09-01 | ACI | Albertsons Companies, Inc. Class A Common Stock | Sale | Member | $1,001 - $15,000 | – |
| 2024-10-23 | 2025-08-11 | AA | Alcoa Corporation Common Stock | Purchase | Member | $1,001 - $15,000 | – |
| 2025-07-02 | 2025-08-11 | GOOGL | Alphabet Inc. - Class A Common Stock | Purchase | Member | $1,001 - $15,000 | – |
| 2024-10-23 | 2025-08-11 | AMZN | Amazon.com, Inc. - Common Stock | Purchase | Member | $1,001 - $15,000 | – |
| 2025-10-01 | 2025-11-01 | AMZN | Amazon.com, Inc. - Common Stock | Purchase | Member | $1,001 - $15,000 | – |
| 2025-10-22 | 2025-11-01 | AMZN | Amazon.com, Inc. - Common Stock | Sale (partial) | Member | $1,001 - $15,000 | – |
| 2024-11-19 | 2025-08-11 | AFG | American Financial Group, Inc. Common Stock | Purchase | Member | $1,001 - $15,000 | – |
| 2025-02-24 | 2025-08-11 | AFG | American Financial Group, Inc. Common Stock | Sale | Member | $1,001 - $15,000 | – |
| 2025-02-24 | 2025-08-11 | AIG | American International Group, Inc. New Common Stock | Purchase | Member | $1,001 - $15,000 | – |
| 2025-07-25 | 2025-08-11 | AIG | American International Group, Inc. New Common Stock | Sale (partial) | Member | $1,001 - $15,000 | – |
| 2024-10-23 | 2025-08-11 | AMGN | Amgen Inc. - Common Stock | Purchase | Member | $1,001 - $15,000 | – |
| 2024-11-19 | 2025-08-11 | AMGN | Amgen Inc. - Common Stock | Sale | Member | $1,001 - $15,000 | – |
| 2024-10-25 | 2025-08-11 | – | Anheuser Busch InBev Fin | Purchase | Member | $1,001 - $15,000 | – |
| 2024-10-23 | 2025-08-11 | AAPL | Apple Inc. - Common Stock | Purchase | Member | $15,001 - $50,000 | – |
| 2025-01-31 | 2025-08-11 | AAPL | Apple Inc. - Common Stock | Purchase | Member | $1,001 - $15,000 | – |
| 2024-12-18 | 2025-08-11 | AAPL | Apple Inc. - Common Stock | Sale (partial) | Member | $1,001 - $15,000 | – |
| 2025-05-01 | 2025-08-11 | AAPL | Apple Inc. - Common Stock | Sale (partial) | Member | $1,001 - $15,000 | – |
| 2025-07-29 | 2025-08-11 | AJG | Arthur J. Gallagher & Co. Common Stock | Sale | Member | $1,001 - $15,000 | – |
| 2024-10-23 | 2025-08-11 | AJG | Arthur J. Gallagher & Co. Common Stock | Purchase | Member | $1,001 - $15,000 | – |
| 2024-10-23 | 2025-08-11 | AZPN | Aspen Technology, Inc. - Common Stock | Purchase | Member | $1,001 - $15,000 | – |
| 2024-12-06 | 2025-08-11 | AZPN | Aspen Technology, Inc. - Common Stock | Sale | Member | $1,001 - $15,000 | – |
| 2025-08-26 | 2025-09-01 | AIZ | Assurant, Inc. Common Stock | Purchase | Member | $1,001 - $15,000 | – |
| 2025-12-08 | 2026-01-01 | AZN | AstraZeneca PLC - American Depositary Shares | Purchase | Member | $1,001 - $15,000 | – |
| 2025-07-02 | 2025-08-11 | T | AT&T Inc. | Sale (partial) | Member | $1,001 - $15,000 | – |
| 2024-10-23 | 2025-08-11 | T | AT&T Inc. | Purchase | Member | $1,001 - $15,000 | – |
| 2024-10-25 | 2025-08-11 | – | AT&T Inc. | Purchase | Member | $1,001 - $15,000 | – |
| 2025-07-25 | 2025-08-11 | BA | Boeing Company | Sale (partial) | Member | $1,001 - $15,000 | – |
| 2024-10-23 | 2025-08-11 | BA | Boeing Company | Purchase | Member | $1,001 - $15,000 | – |
| 2024-10-23 | 2025-08-11 | BAH | Booz Allen Hamilton Holding Corporation Common Stock | Purchase | Member | $1,001 - $15,000 | – |
| 2024-10-23 | 2025-08-11 | BMY | Bristol-Myers Squibb Company Common Stock | Purchase | Member | $1,001 - $15,000 | – |
| 2025-04-28 | 2025-08-11 | BMY | Bristol-Myers Squibb Company Common Stock | Sale | Member | $1,001 - $15,000 | – |
| 2024-12-18 | 2025-08-11 | AVGO | Broadcom Inc. - Common Stock | Sale (partial) | Member | $1,001 - $15,000 | – |
| 2024-10-23 | 2025-08-11 | AVGO | Broadcom Inc. - Common Stock | Purchase | Member | $1,001 - $15,000 | – |
| 2025-10-16 | 2025-11-01 | AVGO | Broadcom Inc. - Common Stock | Sale (partial) | Member | $1,001 - $15,000 | – |
| 2024-10-23 | 2025-08-11 | BXP | BXP, Inc. Common Stock | Purchase | Member | $1,001 - $15,000 | – |
| 2025-04-14 | 2025-08-11 | CNC | Centene Corporation Common Stock | Purchase | Member | $1,001 - $15,000 | – |
| 2025-08-08 | 2025-09-01 | CNC | Centene Corporation Common Stock | Sale | Member | $1,001 - $15,000 | – |
| 2025-08-08 | 2025-09-01 | CF | CF Industries Holdings, Inc. Common Stock | Sale | Member | $1,001 - $15,000 | – |
| 2024-10-23 | 2025-08-11 | CF | CF Industries Holdings, Inc. Common Stock | Purchase | Member | $1,001 - $15,000 | – |
| 2024-10-23 | 2025-08-11 | CVX | Chevron Corporation Common Stock | Purchase | Member | $1,001 - $15,000 | – |
| 2025-08-26 | 2025-09-01 | CMG | Chipotle Mexican Grill, Inc. Common Stock | Purchase | Member | $1,001 - $15,000 | – |
| 2025-11-03 | 2025-12-01 | CMG | Chipotle Mexican Grill, Inc. Common Stock | Sale | Member | $1,001 - $15,000 | – |
| 2025-06-17 | 2025-08-11 | CSCO | Cisco Systems, Inc. - Common Stock | Purchase | Member | $1,001 - $15,000 | – |
| 2025-04-11 | 2025-08-11 | C | Citigroup, Inc. Common Stock | Sale | Member | $1,001 - $15,000 | – |
| 2025-01-31 | 2025-08-11 | C | Citigroup, Inc. Common Stock | Purchase | Member | $1,001 - $15,000 | – |
| 2025-11-03 | 2025-12-01 | KO | Coca-Cola Company | Purchase | Member | $1,001 - $15,000 | – |
| 2024-12-11 | 2025-08-11 | – | CVS Health Corp | Sale | Member | $1,001 - $15,000 | – |
| 2024-10-25 | 2025-08-11 | – | CVS Health Corp | Purchase | Member | $1,001 - $15,000 | – |
| 2025-04-28 | 2025-08-11 | DHR | Danaher Corporation Common Stock | Purchase | Member | $1,001 - $15,000 | – |
| 2025-01-31 | 2025-08-11 | DE | Deere & Company Common Stock | Purchase | Member | $1,001 - $15,000 | – |
| 2025-09-22 | 2025-10-01 | DE | Deere & Company Common Stock | Sale | Member | $1,001 - $15,000 | – |
| 2025-12-08 | 2026-01-01 | DVN | Devon Energy Corporation Common Stock | Purchase | Member | $1,001 - $15,000 | – |
| 2025-09-17 | 2025-10-01 | DLTR | Dollar Tree, Inc. - Common Stock | Purchase | Member | $1,001 - $15,000 | – |
| 2025-04-11 | 2025-08-11 | DOV | Dover Corporation Common Stock | Sale | Member | $1,001 - $15,000 | – |
| 2024-10-23 | 2025-08-11 | DOV | Dover Corporation Common Stock | Purchase | Member | $1,001 - $15,000 | – |
| 2024-10-23 | 2025-08-11 | DBX | Dropbox, Inc. - Class A Common Stock | Purchase | Member | $1,001 - $15,000 | – |
| 2025-04-22 | 2025-08-11 | DBX | Dropbox, Inc. - Class A Common Stock | Sale | Member | $1,001 - $15,000 | – |
| 2024-10-23 | 2025-08-11 | DUK | Duke Energy Corporation | Purchase | Member | $1,001 - $15,000 | – |
| 2025-09-22 | 2025-10-01 | DY | Dycom Industries, Inc. Common Stock | Purchase | Member | $1,001 - $15,000 | – |
| 2024-10-23 | 2025-08-11 | EXE | Expand Energy Corporation - Common Stock | Purchase | Member | $1,001 - $15,000 | – |
| 2025-07-25 | 2025-08-11 | EXE | Expand Energy Corporation - Common Stock | Sale (partial) | Member | $1,001 - $15,000 | – |
| 2025-02-07 | 2025-08-11 | EXR | Extra Space Storage Inc Common Stock | Purchase | Member | $1,001 - $15,000 | – |
| 2025-11-03 | 2025-12-01 | EXR | Extra Space Storage Inc Common Stock | Sale | Member | $1,001 - $15,000 | – |
| 2025-09-22 | 2025-10-01 | GTES | Gates Industrial Corporation plc Ordinary Shares | Purchase | Member | $1,001 - $15,000 | – |
| 2025-08-08 | 2025-09-01 | GLOB | Globant S.A. Common Shares | Sale | Member | $1,001 - $15,000 | – |
| 2025-07-25 | 2025-08-11 | GLOB | Globant S.A. Common Shares | Purchase | Member | $1,001 - $15,000 | – |
| 2025-02-28 | 2025-08-11 | GLOB | Globant S.A. Common Shares | Purchase | Member | $1,001 - $15,000 | – |
| 2025-07-24 | 2025-08-11 | GS | Goldman Sachs Group, Inc. | Sale | Member | $1,001 - $15,000 | – |
| 2024-10-23 | 2025-08-11 | GS | Goldman Sachs Group, Inc. | Purchase | Member | $1,001 - $15,000 | – |
| 2025-03-13 | 2025-08-11 | HPE | Hewlett Packard Enterprise Company Common Stock | Sale | Member | $1,001 - $15,000 | – |
| 2025-01-24 | 2025-08-11 | HPE | Hewlett Packard Enterprise Company Common Stock | Purchase | Member | $1,001 - $15,000 | – |
| 2024-10-23 | 2025-08-11 | DINO | HF Sinclair Corporation Common Stock | Purchase | Member | $1,001 - $15,000 | – |
| 2025-08-08 | 2025-09-01 | DINO | HF Sinclair Corporation Common Stock | Sale (partial) | Member | $1,001 - $15,000 | – |
| 2025-08-08 | 2025-09-01 | HUM | Humana Inc. Common Stock | Purchase | Member | $1,001 - $15,000 | – |
| 2025-12-08 | 2026-01-01 | ICON | Icon Energy Corp. - Common stock | Purchase | Member | $1,001 - $15,000 | – |
| 2024-10-23 | 2025-08-11 | IR | Ingersoll Rand Inc. Common Stock | Purchase | Member | $1,001 - $15,000 | – |
| 2025-01-31 | 2025-08-11 | IR | Ingersoll Rand Inc. Common Stock | Sale | Member | $1,001 - $15,000 | – |
| 2025-09-22 | 2025-10-01 | INTC | Intel Corporation - Common Stock | Purchase | Member | $1,001 - $15,000 | – |
| 2024-10-23 | 2025-08-11 | ICE | Intercontinental Exchange Inc. Common Stock | Purchase | Member | $1,001 - $15,000 | – |
| 2025-10-22 | 2025-11-01 | IBM | International Business Machines Corporation Common Stock | Purchase | Member | $1,001 - $15,000 | – |
| 2025-10-01 | 2025-11-01 | INTU | Intuit Inc. - Common Stock | Purchase | Member | $1,001 - $15,000 | – |
| 2025-10-02 | 2025-11-01 | JCI | Johnson Controls International plc Ordinary Share | Sale | Member | $1,001 - $15,000 | – |
| 2025-07-25 | 2025-08-11 | JCI | Johnson Controls International plc Ordinary Share | Sale (partial) | Member | $1,001 - $15,000 | – |
| 2025-03-19 | 2025-08-11 | JCI | Johnson Controls International plc Ordinary Share | Purchase | Member | $1,001 - $15,000 | – |
| 2024-10-23 | 2025-08-11 | JPM | JP Morgan Chase & Co. Common Stock | Purchase | Member | $1,001 - $15,000 | – |
| 2024-10-25 | 2025-08-11 | – | JPMorgan Chase & Co | Purchase | Member | $1,001 - $15,000 | – |
| 2024-10-23 | 2025-08-11 | KVUE | Kenvue Inc. Common Stock | Purchase | Member | $1,001 - $15,000 | – |
| 2025-10-01 | 2025-11-01 | KVUE | Kenvue Inc. Common Stock | Sale | Member | $1,001 - $15,000 | – |
| 2024-10-23 | 2025-08-11 | LVS | Las Vegas Sands Corp. Common Stock | Purchase | Member | $1,001 - $15,000 | – |
| 2025-05-08 | 2025-08-11 | LVS | Las Vegas Sands Corp. Common Stock | Sale | Member | $1,001 - $15,000 | – |
| 2024-10-23 | 2025-08-11 | LOW | Lowe's Companies, Inc. Common Stock | Purchase | Member | $1,001 - $15,000 | – |
| 2025-08-08 | 2025-09-01 | LOW | Lowe's Companies, Inc. Common Stock | Purchase | Member | $1,001 - $15,000 | – |
| 2024-10-23 | 2025-08-11 | MKC | McCormick & Company, Incorporated Common Stock | Purchase | Member | $1,001 - $15,000 | – |
| 2024-12-18 | 2025-08-11 | MCK | McKesson Corporation Common Stock | Purchase | Member | $1,001 - $15,000 | – |
| 2025-01-31 | 2025-08-11 | META | Meta Platforms, Inc. - Class A Common Stock | Purchase | Member | $1,001 - $15,000 | – |
| 2025-02-07 | 2025-08-11 | META | Meta Platforms, Inc. - Class A Common Stock | Sale (partial) | Member | $1,001 - $15,000 | – |
| 2025-07-02 | 2025-08-11 | META | Meta Platforms, Inc. - Class A Common Stock | Sale | Member | $1,001 - $15,000 | – |
| 2024-10-23 | 2025-08-11 | META | Meta Platforms, Inc. - Class A Common Stock | Purchase | Member | $1,001 - $15,000 | – |
| 2025-07-25 | 2025-08-11 | MTD | Mettler-Toledo International, Inc. Common Stock | Purchase | Member | $1,001 - $15,000 | – |
| 2024-12-18 | 2025-08-11 | MTD | Mettler-Toledo International, Inc. Common Stock | Purchase | Member | $1,001 - $15,000 | – |
| 2025-12-08 | 2026-01-01 | MTD | Mettler-Toledo International, Inc. Common Stock | Sale | Member | $1,001 - $15,000 | – |
| 2025-10-01 | 2025-11-01 | MU | Micron Technology, Inc. - Common Stock | Sale (partial) | Member | $1,001 - $15,000 | – |
| 2025-09-17 | 2025-10-01 | MU | Micron Technology, Inc. - Common Stock | Sale (partial) | Member | $1,001 - $15,000 | – |
| 2024-12-18 | 2025-08-11 | MU | Micron Technology, Inc. - Common Stock | Purchase | Member | $1,001 - $15,000 | – |
| 2025-04-14 | 2025-08-11 | MU | Micron Technology, Inc. - Common Stock | Purchase | Member | $1,001 - $15,000 | – |
| 2024-10-25 | 2025-08-11 | – | Microsoft Corp | Purchase | Member | $1,001 - $15,000 | – |
| 2024-10-23 | 2025-08-11 | MSFT | Microsoft Corporation - Common Stock | Purchase | Member | $1,001 - $15,000 | – |
| 2025-01-31 | 2025-08-11 | MSFT | Microsoft Corporation - Common Stock | Sale (partial) | Member | $1,001 - $15,000 | – |
| 2024-12-06 | 2025-08-11 | MSFT | Microsoft Corporation - Common Stock | Purchase | Member | $1,001 - $15,000 | – |
| 2025-05-08 | 2025-08-11 | MSFT | Microsoft Corporation - Common Stock | Purchase | Member | $1,001 - $15,000 | – |
| 2025-01-15 | 2025-08-11 | NEE | NextEra Energy, Inc. Common Stock | Sale | Member | $1,001 - $15,000 | – |
| 2024-10-23 | 2025-08-11 | NEE | NextEra Energy, Inc. Common Stock | Purchase | Member | $1,001 - $15,000 | – |
| 2024-11-01 | 2025-08-11 | NEE | NextEra Energy, Inc. Common Stock | Purchase | Member | $1,001 - $15,000 | – |
| 2024-10-23 | 2025-08-11 | NUE | Nucor Corporation Common Stock | Purchase | Member | $1,001 - $15,000 | – |
| 2024-10-23 | 2025-08-11 | NVDA | NVIDIA Corporation - Common Stock | Purchase | Member | $1,001 - $15,000 | – |
| 2025-01-31 | 2025-08-11 | NVDA | NVIDIA Corporation - Common Stock | Sale (partial) | Member | $1,001 - $15,000 | – |
| 2024-10-23 | 2025-08-11 | PH | Parker-Hannifin Corporation Common Stock | Purchase | Member | $1,001 - $15,000 | – |
| 2024-10-25 | 2025-08-11 | – | Pepsico Inc. | Purchase | Member | $1,001 - $15,000 | – |
| 2025-06-17 | 2025-08-11 | PFE | Pfizer, Inc. Common Stock | Purchase | Member | $1,001 - $15,000 | – |
| 2024-10-23 | 2025-08-11 | PM | Philip Morris International Inc Common Stock | Purchase | Member | $1,001 - $15,000 | – |
| 2024-10-23 | 2025-08-11 | PINS | Pinterest, Inc. Class A Common Stock | Purchase | Member | $1,001 - $15,000 | – |
| 2025-12-16 | 2026-01-01 | PINS | Pinterest, Inc. Class A Common Stock | Sale | Member | $1,001 - $15,000 | – |
| 2024-10-23 | 2025-08-11 | PNC | PNC Financial Services Group, Inc. | Purchase | Member | $1,001 - $15,000 | – |
| 2025-10-16 | 2025-11-01 | PG | Procter & Gamble Company | Purchase | Member | $1,001 - $15,000 | – |
| 2024-10-23 | 2025-08-11 | PEG | Public Service Enterprise Group Incorporated Common Stock | Purchase | Member | $1,001 - $15,000 | – |
| 2024-10-23 | 2025-08-11 | PVH | PVH Corp. Common Stock | Purchase | Member | $1,001 - $15,000 | – |
| 2025-01-24 | 2025-08-11 | PVH | PVH Corp. Common Stock | Sale | Member | $1,001 - $15,000 | – |
| 2025-04-28 | 2025-08-11 | DGX | Quest Diagnostics Incorporated Common Stock | Purchase | Member | $1,001 - $15,000 | – |
| 2025-07-24 | 2025-08-11 | DGX | Quest Diagnostics Incorporated Common Stock | Sale | Member | $1,001 - $15,000 | – |
| 2025-10-22 | 2025-11-01 | RELX | RELX PLC PLC American Depositary Shares | Purchase | Member | $1,001 - $15,000 | – |
| 2025-10-22 | 2025-11-01 | RBLX | Roblox Corporation Class A Common Stock | Sale | Member | $1,001 - $15,000 | – |
| 2025-10-16 | 2025-11-01 | RBLX | Roblox Corporation Class A Common Stock | Purchase | Member | $1,001 - $15,000 | – |
| 2024-10-23 | 2025-08-11 | SAIA | Saia, Inc. - Common Stock | Purchase | Member | $1,001 - $15,000 | – |
| 2024-10-23 | 2025-08-11 | CRM | Salesforce, Inc. Common Stock | Purchase | Member | $1,001 - $15,000 | – |
| 2025-07-25 | 2025-08-11 | CRM | Salesforce, Inc. Common Stock | Purchase | Member | $1,001 - $15,000 | – |
| 2024-12-06 | 2025-08-11 | CRM | Salesforce, Inc. Common Stock | Sale (partial) | Member | $1,001 - $15,000 | – |
| 2025-02-07 | 2025-08-11 | CRM | Salesforce, Inc. Common Stock | Sale | Member | $1,001 - $15,000 | – |
| 2025-12-16 | 2026-01-01 | CRM | Salesforce, Inc. Common Stock | Sale | Member | $1,001 - $15,000 | – |
| 2025-02-24 | 2025-08-11 | SLB | Schlumberger N.V. Common Stock | Sale | Member | $1,001 - $15,000 | – |
| 2024-10-23 | 2025-08-11 | SLB | Schlumberger N.V. Common Stock | Purchase | Member | $1,001 - $15,000 | – |
| 2025-05-27 | 2025-08-11 | STT | State Street Corporation Common Stock | Purchase | Member | $1,001 - $15,000 | – |
| 2025-11-21 | 2025-12-01 | STT | State Street Corporation Common Stock | Sale (partial) | Member | $1,001 - $15,000 | – |
| 2025-11-03 | 2025-12-01 | SF | Stifel Financial Corporation Common Stock | Purchase | Member | $1,001 - $15,000 | – |
| 2025-10-16 | 2025-11-01 | SYK | Stryker Corporation Common Stock | Sale | Member | $1,001 - $15,000 | – |
| 2024-10-23 | 2025-08-11 | SYK | Stryker Corporation Common Stock | Purchase | Member | $1,001 - $15,000 | – |
| 2025-07-02 | 2025-08-11 | SYF | Synchrony Financial Common Stock | Purchase | Member | $1,001 - $15,000 | – |
| 2025-07-24 | 2025-08-11 | TSM | Taiwan Semiconductor Manufacturing Company Ltd. | Sale (partial) | Member | $1,001 - $15,000 | – |
| 2025-01-24 | 2025-08-11 | TSM | Taiwan Semiconductor Manufacturing Company Ltd. | Sale (partial) | Member | $1,001 - $15,000 | – |
| 2024-10-23 | 2025-08-11 | TSM | Taiwan Semiconductor Manufacturing Company Ltd. | Purchase | Member | $15,001 - $50,000 | – |
| 2025-04-14 | 2025-08-11 | TTWO | Take-Two Interactive Software, Inc. - Common Stock | Purchase | Member | $1,001 - $15,000 | – |
| 2025-07-29 | 2025-08-11 | TTWO | Take-Two Interactive Software, Inc. - Common Stock | Purchase | Member | $1,001 - $15,000 | – |
| 2024-10-23 | 2025-08-11 | TPR | Tapestry, Inc. Common Stock | Purchase | Member | $1,001 - $15,000 | – |
| 2025-07-29 | 2025-08-11 | TPR | Tapestry, Inc. Common Stock | Sale | Member | $1,001 - $15,000 | – |
| 2024-11-26 | 2025-08-11 | TPR | Tapestry, Inc. Common Stock | Sale (partial) | Member | $1,001 - $15,000 | – |
| 2024-10-23 | 2025-08-11 | BK | The Bank of New York Mellon Corporation Common Stock | Purchase | Member | $1,001 - $15,000 | – |
| 2025-07-02 | 2025-08-11 | BK | The Bank of New York Mellon Corporation Common Stock | Sale | Member | $1,001 - $15,000 | – |
| 2025-04-22 | 2025-08-11 | CI | The Cigna Group Common Stock | Sale | Member | $1,001 - $15,000 | – |
| 2024-10-23 | 2025-08-11 | CI | The Cigna Group Common Stock | Purchase | Member | $1,001 - $15,000 | – |
| 2024-10-23 | 2025-08-11 | KHC | The Kraft Heinz Company - Common Stock | Purchase | Member | $1,001 - $15,000 | – |
| 2024-11-19 | 2025-08-11 | KHC | The Kraft Heinz Company - Common Stock | Sale | Member | $1,001 - $15,000 | – |
| 2024-10-25 | 2025-08-11 | – | The Walt Disney Company | Purchase | Member | $1,001 - $15,000 | – |
| 2024-10-23 | 2025-08-11 | TMO | Thermo Fisher Scientific Inc Common Stock | Purchase | Member | $1,001 - $15,000 | – |
| 2025-04-28 | 2025-08-11 | TMO | Thermo Fisher Scientific Inc Common Stock | Sale | Member | $1,001 - $15,000 | – |
| 2025-07-25 | 2025-08-11 | TMO | Thermo Fisher Scientific Inc Common Stock | Purchase | Member | $1,001 - $15,000 | – |
| 2025-07-29 | 2025-08-11 | TW | Tradeweb Markets Inc. - Class A Common Stock | Purchase | Member | $1,001 - $15,000 | – |
| 2025-10-01 | 2025-11-01 | TW | Tradeweb Markets Inc. - Class A Common Stock | Sale | Member | $1,001 - $15,000 | – |
| 2025-12-16 | 2026-01-01 | URI | United Rentals, Inc. Common Stock | Purchase | Member | $1,001 - $15,000 | – |
| 2025-05-27 | 2025-08-11 | UNH | UnitedHealth Group Incorporated Common Stock | Sale | Member | $1,001 - $15,000 | – |
| 2025-04-22 | 2025-08-11 | UNH | UnitedHealth Group Incorporated Common Stock | Purchase | Member | $1,001 - $15,000 | – |
| 2024-10-23 | 2025-08-11 | UNH | UnitedHealth Group Incorporated Common Stock | Purchase | Member | $1,001 - $15,000 | – |
| 2025-01-24 | 2025-08-11 | UHID | Universal Health Services, Inc. | Sale | Member | $1,001 - $15,000 | – |
| 2025-10-23 | 2025-08-11 | UHS | Universal Health Services, Inc. Common Stock | Purchase | Member | $1,001 - $15,000 | – |
| 2024-10-25 | 2025-08-11 | – | US Treasury Bond 8/15/2041 | Purchase | Member | $1,001 - $15,000 | – |
| 2024-10-25 | 2025-08-11 | – | US Treasury Bond 8/15/2048 | Purchase | Member | $1,001 - $15,000 | – |
| 2024-10-25 | 2025-08-11 | – | US Treasury Note 1/31/2029 | Purchase | Member | $1,001 - $15,000 | – |
| 2025-12-17 | 2026-01-01 | – | US Treasury Note 10/31/2026 | Sale | Member | $1,001 - $15,000 | – |
| 2024-10-25 | 2025-08-11 | – | US Treasury Note 10/31/2026 | Purchase | Member | $1,001 - $15,000 | – |
| 2024-11-05 | 2025-08-11 | – | US Treasury Note 10/31/2029 | Purchase | Member | $1,001 - $15,000 | – |
| 2024-10-25 | 2025-08-11 | – | US Treasury Note 11/15/2032 | Purchase | Member | $1,001 - $15,000 | – |
| 2025-10-25 | 2025-08-11 | – | US Treasury Note 3/31/2025 | Purchase | Member | $1,001 - $15,000 | – |
| 2024-10-25 | 2025-08-11 | – | US Treasury Note 4/30/2025 | Purchase | Member | $1,001 - $15,000 | – |
| 2024-10-25 | 2025-08-11 | – | US Treasury Note 4/30/2025 | Purchase | Member | $1,001 - $15,000 | – |
| 2024-11-05 | 2025-08-11 | – | US Treasury Note 4/30/2025 | Sale (partial) | Member | $1,001 - $15,000 | – |
| 2024-10-25 | 2025-08-11 | – | US Treasury Note 5/15/2050 | Purchase | Member | $1,001 - $15,000 | – |
| 2025-06-26 | 2025-08-11 | – | US Treasury Note 5/31/2026 | Purchase | Member | $15,001 - $50,000 | – |
| 2024-10-25 | 2025-08-11 | – | US Treasury Note 8/15/2028 | Purchase | Member | $1,001 - $15,000 | – |
| 2024-10-25 | 2025-08-11 | – | US Treasury Note 8/15/2031 | Purchase | Member | $1,001 - $15,000 | – |
| 2024-10-25 | 2025-08-11 | – | US Treasury Note 8/15/2034 | Purchase | Member | $1,001 - $15,000 | – |
| 2025-12-17 | 2026-01-01 | – | US Treasury Note 8/15/2034 | Purchase | Member | $1,001 - $15,000 | – |
| 2024-10-23 | 2025-08-11 | VRTX | Vertex Pharmaceuticals Incorporated - Common Stock | Purchase | Member | $1,001 - $15,000 | – |
| 2024-10-25 | 2025-08-11 | – | Visa Inc. | Purchase | Member | $1,001 - $15,000 | – |
| 2024-10-23 | 2025-08-11 | V | Visa Inc. | Purchase | Member | $1,001 - $15,000 | – |
| 2025-07-24 | 2025-08-11 | V | Visa Inc. | Purchase | Member | $1,001 - $15,000 | – |
| 2024-10-25 | 2025-08-11 | – | Walmart Inc. | Purchase | Member | $1,001 - $15,000 | – |
| 2025-11-03 | 2025-12-01 | DIS | Walt Disney Company | Purchase | Member | $1,001 - $15,000 | – |
| 2025-12-08 | 2026-01-01 | WBD | Warner Bros. Discovery, Inc. - Series A Common Stock | Sale | Member | $1,001 - $15,000 | – |
| 2024-11-01 | 2025-08-11 | WBD | Warner Bros. Discovery, Inc. - Series A Common Stock | Purchase | Member | $1,001 - $15,000 | – |
| 2025-07-25 | 2025-08-11 | WBD | Warner Bros. Discovery, Inc. - Series A Common Stock | Sale (partial) | Member | $1,001 - $15,000 | – |
| 2024-10-23 | 2025-08-11 | WAT | Waters Corporation Common Stock | Purchase | Member | $1,001 - $15,000 | – |
| 2024-11-19 | 2025-08-11 | WAT | Waters Corporation Common Stock | Sale | Member | $1,001 - $15,000 | – |
| 2025-12-08 | 2026-01-01 | WAT | Waters Corporation Common Stock | Purchase | Member | $1,001 - $15,000 | – |
| 2024-10-23 | 2025-08-11 | WFC | Wells Fargo & Company Common Stock | Purchase | Member | $1,001 - $15,000 | – |
| 2024-10-23 | 2025-08-11 | HCN | Welltower Inc. | Purchase | Member | $1,001 - $15,000 | – |
| 2024-10-23 | 2025-08-11 | WSM | Williams-Sonoma, Inc. Common Stock | Purchase | Member | $1,001 - $15,000 | – |
| 2025-07-25 | 2025-08-11 | WSM | Williams-Sonoma, Inc. Common Stock | Purchase | Member | $1,001 - $15,000 | – |
| 2025-07-24 | 2025-08-11 | WDAY | Workday, Inc. - Class A Common Stock | Sale | Member | $1,001 - $15,000 | – |
| 2025-06-17 | 2025-08-11 | WDAY | Workday, Inc. - Class A Common Stock | Sale (partial) | Member | $1,001 - $15,000 | – |
| 2024-10-23 | 2025-08-11 | WDAY | Workday, Inc. - Class A Common Stock | Purchase | Member | $1,001 - $15,000 | – |
| 2024-11-19 | 2025-08-11 | WDAY | Workday, Inc. - Class A Common Stock | Purchase | Member | $1,001 - $15,000 | – |