Periodic Transaction Report 20033619
Gilbert Cisneros (CA), district 31, filed 2025-12-15
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 (178)
| Trade date | Notified | Ticker | Asset | Type | Owner | Amount | Status |
|---|---|---|---|---|---|---|---|
| 2025-11-18 | 2025-12-12 | ABT | Abbott Laboratories Common Stock | Purchase | Member | $1,001 - $15,000 | – |
| 2025-11-18 | 2025-12-12 | AMD | Advanced Micro Devices, Inc. | Purchase | Member | $15,001 - $50,000 | – |
| 2025-11-18 | 2025-12-12 | ARE | Alexandria Real Estate Equities, Inc. Common Stock | Purchase | Member | $1,001 - $15,000 | – |
| 2025-11-19 | 2025-12-12 | BABA | Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share | Purchase | Member | $15,001 - $50,000 | – |
| 2025-11-19 | 2025-12-12 | BABAF | ALIBABA GROUP HOLDING LTD | Purchase | Member | $1,001 - $15,000 | – |
| 2025-11-13 | 2025-12-12 | ALKT | Alkami Technology, Inc. - Common Stock | Purchase | Member | $1,001 - $15,000 | – |
| 2025-11-19 | 2025-12-12 | AZSEY | Allianz SE ADS | Purchase | Member | $1,001 - $15,000 | – |
| 2025-11-18 | 2025-12-12 | GOOGL | Alphabet Inc. - Class A Common Stock | Purchase | Member | $1,001 - $15,000 | – |
| 2025-11-26 | 2025-12-12 | GOOGL | Alphabet Inc. - Class A Common Stock | Sale (partial) | Member | $1,001 - $15,000 | – |
| 2025-11-18 | 2025-12-12 | AMZN | Amazon.com, Inc. - Common Stock | Purchase | Member | $15,001 - $50,000 | – |
| 2025-11-18 | 2025-12-12 | AMZN | Amazon.com, Inc. - Common Stock | Purchase | Member | $1,001 - $15,000 | – |
| 2025-11-18 | 2025-12-12 | AMCR | Amcor plc Ordinary Shares | Purchase | Member | $1,001 - $15,000 | – |
| 2025-11-12 | 2025-12-12 | DOX | Amdocs Limited - Ordinary Shares | Sale (partial) | Member | $15,001 - $50,000 | – |
| 2025-11-18 | 2025-12-12 | APO | Apollo Global Management, Inc. | Purchase | Member | $1,001 - $15,000 | – |
| 2025-11-18 | 2025-12-12 | AAPL | Apple Inc. - Common Stock | Purchase | Member | $1,001 - $15,000 | – |
| 2025-11-18 | 2025-12-12 | APP | Applovin Corporation - Class A Common Stock | Purchase | Member | $1,001 - $15,000 | – |
| 2025-11-18 | 2025-12-12 | ANET | Arista Networks, Inc. Common Stock | Purchase | Member | $1,001 - $15,000 | – |
| 2025-11-19 | 2025-12-12 | AZN | AstraZeneca PLC - American Depositary Shares | Purchase | Member | $1,001 - $15,000 | – |
| 2025-11-18 | 2025-12-12 | AZO | AutoZone, Inc. Common Stock | Purchase | Member | $1,001 - $15,000 | – |
| 2025-11-19 | 2025-12-12 | BCLYF | Barclays Plc Ord Ordinary Shares | Purchase | Member | $1,001 - $15,000 | – |
| 2025-11-18 | 2025-12-12 | BRK.B | Berkshire Hathaway Inc. New Common Stock | Purchase | Member | $1,001 - $15,000 | – |
| 2025-11-13 | 2025-12-12 | BCRX | BioCryst Pharmaceuticals, Inc. - Common Stock | Purchase | Member | $1,001 - $15,000 | – |
| 2025-11-18 | 2025-12-12 | SQ | Block, Inc. Class A Common Stock, | Purchase | Member | $1,001 - $15,000 | – |
| 2025-11-18 | 2025-12-12 | BE | Bloom Energy Corporation Class A Common Stock | Purchase | Member | $1,001 - $15,000 | – |
| 2025-11-12 | 2025-12-12 | BA | Boeing Company | Sale (partial) | Member | $1,001 - $15,000 | – |
| 2025-11-18 | 2025-12-12 | BKNG | Booking Holdings Inc. - Common Stock | Purchase | Member | $1,001 - $15,000 | – |
| 2025-11-18 | 2025-12-12 | BSX | Boston Scientific Corporation Common Stock | Purchase | Member | $1,001 - $15,000 | – |
| 2025-11-12 | 2025-12-12 | BMY | Bristol-Myers Squibb Company Common Stock | Purchase | Member | $1,001 - $15,000 | – |
| 2025-11-18 | 2025-12-12 | AVGO | Broadcom Inc. - Common Stock | Purchase | Member | $1,001 - $15,000 | – |
| 2025-11-18 | 2025-12-12 | BRO | Brown & Brown, Inc. Common Stock | Purchase | Member | $1,001 - $15,000 | – |
| 2025-11-18 | 2025-12-12 | BXP | BXP, Inc. Common Stock | Purchase | Member | $1,001 - $15,000 | – |
| 2025-11-12 | 2025-12-12 | BYDDF | BYD Company Ltd H Shares | Sale | Member | $1,001 - $15,000 | – |
| 2025-11-18 | 2025-12-12 | CCJ | Cameco Corporation Common Stock | Purchase | Member | $1,001 - $15,000 | – |
| 2025-11-12 | 2025-12-12 | CP | Canadian Pacific Kansas City Limited Common Shares | Purchase | Member | $15,001 - $50,000 | – |
| 2025-11-17 | 2025-12-12 | CP | Canadian Pacific Kansas City Limited Common Shares | Purchase | Member | $1,001 - $15,000 | – |
| 2025-11-18 | 2025-12-12 | CAT | Caterpillar, Inc. Common Stock | Purchase | Member | $1,001 - $15,000 | – |
| 2025-11-12 | 2025-12-12 | CBOE | Cboe Global Markets, Inc. | Purchase | Member | $1,001 - $15,000 | – |
| 2025-11-18 | 2025-12-12 | CVX | Chevron Corporation Common Stock | Purchase | Member | $1,001 - $15,000 | – |
| 2025-11-18 | 2025-12-12 | CMG | Chipotle Mexican Grill, Inc. Common Stock | Purchase | Member | $1,001 - $15,000 | – |
| 2025-11-12 | 2025-12-12 | CLX | Clorox Company | Sale | Member | $1,001 - $15,000 | – |
| 2025-11-18 | 2025-12-12 | NET | Cloudflare, Inc. Class A Common Stock | Purchase | Member | $1,001 - $15,000 | – |
| 2025-11-18 | 2025-12-12 | COIN | Coinbase Global, Inc. - Class A Common Stock | Purchase | Member | $1,001 - $15,000 | – |
| 2025-11-12 | 2025-12-12 | CMCSA | Comcast Corporation - Class A Common Stock | Sale (partial) | Member | $1,001 - $15,000 | – |
| 2025-11-18 | 2025-12-12 | CMCSA | Comcast Corporation - Class A Common Stock | Sale (partial) | Member | $1,001 - $15,000 | – |
| 2025-11-12 | 2025-12-12 | CAG | ConAgra Brands, Inc. Common Stock | Purchase | Member | $1,001 - $15,000 | – |
| 2025-11-18 | 2025-12-12 | STZ | Constellation Brands, Inc. Common Stock | Purchase | Member | $1,001 - $15,000 | – |
| 2025-11-18 | 2025-12-12 | CTRA | Coterra Energy Inc. Common Stock | Purchase | Member | $1,001 - $15,000 | – |
| 2025-11-06 | 2025-12-12 | CSW | CSW Industrials, Inc. Common Stock | Purchase | Member | $1,001 - $15,000 | – |
| 2025-11-18 | 2025-12-12 | CSW | CSW Industrials, Inc. Common Stock | Purchase | Member | $1,001 - $15,000 | – |
| 2025-11-18 | 2025-12-12 | DHI | D.R. Horton, Inc. Common Stock | Purchase | Member | $1,001 - $15,000 | – |
| 2025-11-20 | 2025-12-12 | DBSDF | DBS GROUP HLDGS LTD ORD | Purchase | Member | $1,001 - $15,000 | – |
| 2025-11-18 | 2025-12-12 | DECK | Deckers Outdoor Corporation | Purchase | Member | $1,001 - $15,000 | – |
| 2025-11-18 | 2025-12-12 | DASH | DoorDash, Inc. - Common Stock | Purchase | Member | $1,001 - $15,000 | – |
| 2025-11-17 | 2025-12-12 | DASH | DoorDash, Inc. - Common Stock | Purchase | Member | $1,001 - $15,000 | – |
| 2025-11-18 | 2025-12-12 | DOW | Dow Inc. Common Stock | Purchase | Member | $1,001 - $15,000 | – |
| 2025-11-12 | 2025-12-12 | DD | DuPont de Nemours, Inc. Common Stock | Sale | Member | $1,001 - $15,000 | – |
| 2025-11-18 | 2025-12-12 | ETN | Eaton Corporation, PLC Ordinary Shares | Purchase | Member | $1,001 - $15,000 | – |
| 2025-11-18 | 2025-12-12 | LLY | Eli Lilly and Company Common Stock | Purchase | Member | $1,001 - $15,000 | – |
| 2025-11-18 | 2025-12-12 | EG | Everest Group, Ltd. Common Stock | Purchase | Member | $1,001 - $15,000 | – |
| 2025-11-18 | 2025-12-12 | EXE | Expand Energy Corporation - Common Stock | Purchase | Member | $1,001 - $15,000 | – |
| 2025-11-18 | 2025-12-12 | FDS | FactSet Research Systems Inc. Common Stock | Purchase | Member | $1,001 - $15,000 | – |
| 2025-11-19 | 2025-12-12 | RACE | Ferrari N.V. Common Shares | Purchase | Member | $1,001 - $15,000 | – |
| 2025-11-18 | 2025-12-12 | FIS | Fidelity National Information Services, Inc. Common Stock | Purchase | Member | $1,001 - $15,000 | – |
| 2025-11-26 | 2025-12-12 | FWRG | First Watch Restaurant Group, Inc. - Common Stock | Purchase | Member | $1,001 - $15,000 | – |
| 2025-11-18 | 2025-12-12 | FISV | Fiserv, Inc. - Common Stock | Purchase | Member | $1,001 - $15,000 | – |
| 2025-11-12 | 2025-12-12 | FISV | Fiserv, Inc. - Common Stock | Purchase | Member | $1,001 - $15,000 | – |
| 2025-11-18 | 2025-12-12 | FCX | Freeport-McMoRan, Inc. Common Stock | Purchase | Member | $1,001 - $15,000 | – |
| 2025-11-18 | 2025-12-12 | GEV | GE Vernova Inc. Common Stock | Purchase | Member | $1,001 - $15,000 | – |
| 2025-11-18 | 2025-12-12 | GPN | Global Payments Inc. Common Stock | Purchase | Member | $1,001 - $15,000 | – |
| 2025-11-12 | 2025-12-12 | HAL | Halliburton Company Common Stock | Purchase | Member | $1,001 - $15,000 | – |
| 2025-11-19 | 2025-12-12 | HESAF | HERMES INTL SA | Purchase | Member | $1,001 - $15,000 | – |
| 2025-11-18 | 2025-12-12 | HD | Home Depot, Inc. | Purchase | Member | $1,001 - $15,000 | – |
| 2025-11-18 | 2025-12-12 | HON | Honeywell International Inc. | Purchase | Member | $1,001 - $15,000 | – |
| 2025-11-12 | 2025-12-12 | HUM | Humana Inc. Common Stock | Sale | Member | $1,001 - $15,000 | – |
| 2025-11-19 | 2025-12-12 | IBDSF | Iberdrola SA Bilbao Ordinary Shares | Purchase | Member | $1,001 - $15,000 | – |
| 2025-11-13 | 2025-12-12 | INTA | Intapp, Inc. - Common Stock | Sale (partial) | Member | $1,001 - $15,000 | – |
| 2025-11-18 | 2025-12-12 | INTC | Intel Corporation - Common Stock | Purchase | Member | $1,001 - $15,000 | – |
| 2025-11-18 | 2025-12-12 | IBM | International Business Machines Corporation Common Stock | Purchase | Member | $1,001 - $15,000 | – |
| 2025-11-12 | 2025-12-12 | IBM | International Business Machines Corporation Common Stock | Purchase | Member | $1,001 - $15,000 | – |
| 2025-11-18 | 2025-12-12 | IFF | International Flavors & Fragrances, Inc. Common Stock | Purchase | Member | $1,001 - $15,000 | – |
| 2025-11-18 | 2025-12-12 | IP | International Paper Company Common Stock | Purchase | Member | $1,001 - $15,000 | – |
| 2025-11-18 | 2025-12-12 | ISRG | Intuitive Surgical, Inc. - Common Stock | Purchase | Member | $1,001 - $15,000 | – |
| 2025-11-06 | 2025-12-12 | ITT | ITT Inc. Common Stock | Sale (partial) | Member | $1,001 - $15,000 | – |
| 2025-11-18 | 2025-12-12 | JKHY | Jack Henry & Associates, Inc. - Common Stock | Purchase | Member | $1,001 - $15,000 | – |
| 2025-11-12 | 2025-12-12 | JKHY | Jack Henry & Associates, Inc. - Common Stock | Purchase | Member | $1,001 - $15,000 | – |
| 2025-11-18 | 2025-12-12 | JPM | JP Morgan Chase & Co. Common Stock | Purchase | Member | $1,001 - $15,000 | – |
| 2025-11-12 | 2025-12-12 | KVUE | Kenvue Inc. Common Stock | Purchase | Member | $1,001 - $15,000 | – |
| 2025-11-12 | 2025-12-12 | KMB | Kimberly-Clark Corporation Common Stock | Sale | Member | $1,001 - $15,000 | – |
| 2025-11-07 | 2025-12-12 | KKR | KKR & Co. Inc. Common Stock | Sale | Member | $1,001 - $15,000 | – |
| 2025-11-20 | 2025-12-12 | LB | LandBridge Company LLC Class A Shares Representing Limited Liability Company Interests | Purchase | Member | $50,001 - $100,000 | – |
| 2025-11-21 | 2025-12-12 | LB | LandBridge Company LLC Class A Shares Representing Limited Liability Company Interests | Purchase | Member | $15,001 - $50,000 | – |
| 2025-11-24 | 2025-12-12 | LGN | Legence Corp. - Class A Common stock | Purchase | Member | $1,001 - $15,000 | – |
| 2025-11-18 | 2025-12-12 | LEN | Lennar Corporation Class A Common Stock | Purchase | Member | $1,001 - $15,000 | – |
| 2025-11-18 | 2025-12-12 | LMT | Lockheed Martin Corporation Common Stock | Purchase | Member | $1,001 - $15,000 | – |
| 2025-11-12 | 2025-12-12 | LULU | lululemon athletica inc. - Common Stock | Purchase | Member | $1,001 - $15,000 | – |
| 2025-11-18 | 2025-12-12 | MTB | M&T Bank Corporation Common Stock | Purchase | Member | $1,001 - $15,000 | – |
| 2025-11-13 | 2025-12-12 | MTSI | MACOM Technology Solutions Holdings, Inc. - Common Stock | Sale (partial) | Member | $1,001 - $15,000 | – |
| 2025-11-18 | 2025-12-12 | MA | Mastercard Incorporated Common Stock | Purchase | Member | $1,001 - $15,000 | – |
| 2025-11-18 | 2025-12-12 | MCK | McKesson Corporation Common Stock | Purchase | Member | $1,001 - $15,000 | – |
| 2025-11-18 | 2025-12-12 | MELI | MercadoLibre, Inc. - Common Stock | Purchase | Member | $1,001 - $15,000 | – |
| 2025-11-18 | 2025-12-12 | MRK | Merck & Company, Inc. Common Stock | Purchase | Member | $1,001 - $15,000 | – |
| 2025-11-18 | 2025-12-12 | FB | Meta Platforms, Inc. - Class A | Purchase | Member | $1,001 - $15,000 | – |
| 2025-11-12 | 2025-12-12 | MSFT | Microsoft Corporation - Common Stock | Purchase | Member | $1,001 - $15,000 | – |
| 2025-11-18 | 2025-12-12 | MSFT | Microsoft Corporation - Common Stock | Purchase | Member | $50,001 - $100,000 | – |
| 2025-11-20 | 2025-12-12 | MHVYF | Mitsubishi Heavy Industries Ltd Ordinary Shares | Purchase | Member | $1,001 - $15,000 | – |
| 2025-11-20 | 2025-12-12 | MBFJF | Mitsubishi UFJ Financial Group Inc Ordinary Shares | Purchase | Member | $1,001 - $15,000 | – |
| 2025-11-12 | 2025-12-12 | MOH | Molina Healthcare Inc Common Stock | Sale (partial) | Member | $1,001 - $15,000 | – |
| 2025-11-18 | 2025-12-12 | TAP | Molson Coors Beverage Company Class B Common Stock | Purchase | Member | $1,001 - $15,000 | – |
| 2025-11-18 | 2025-12-12 | MDB | MongoDB, Inc. - Class A Common Stock | Purchase | Member | $1,001 - $15,000 | – |
| 2025-11-18 | 2025-12-12 | MS | Morgan Stanley Common Stock | Purchase | Member | $1,001 - $15,000 | – |
| 2025-11-18 | 2025-12-12 | NFLX | Netflix, Inc. - Common Stock | Purchase | Member | $1,001 - $15,000 | – |
| 2025-11-20 | 2025-12-12 | NTDOF | NINTENDO CO LTD ORD | Purchase | Member | $1,001 - $15,000 | – |
| 2025-11-13 | 2025-12-12 | NOVT | Novanta Inc. - Common Shares | Purchase | Member | $1,001 - $15,000 | – |
| 2025-11-18 | 2025-12-12 | NVDA | NVIDIA Corporation - Common Stock | Purchase | Member | $15,001 - $50,000 | – |
| 2025-11-18 | 2025-12-12 | NXPI | NXP Semiconductors N.V. - Common Stock | Purchase | Member | $1,001 - $15,000 | – |
| 2025-11-12 | 2025-12-12 | OXY | Occidental Petroleum Corporation Common Stock | Sale (partial) | Member | $1,001 - $15,000 | – |
| 2025-11-18 | 2025-12-12 | OKE | ONEOK, Inc. Common Stock | Purchase | Member | $1,001 - $15,000 | – |
| 2025-11-18 | 2025-12-12 | ORCL | Oracle Corporation Common Stock | Purchase | Member | $1,001 - $15,000 | – |
| 2025-11-07 | 2025-12-12 | PLTR | Palantir Technologies Inc. - Class A Common Stock | Purchase | Member | $1,001 - $15,000 | – |
| 2025-11-18 | 2025-12-12 | PLTR | Palantir Technologies Inc. Class A Common Stock | Purchase | Member | $1,001 - $15,000 | – |
| 2025-11-18 | 2025-12-12 | PFE | Pfizer, Inc. Common Stock | Purchase | Member | $1,001 - $15,000 | – |
| 2025-11-25 | 2025-12-12 | – | Portola Valley, CA Sch. Dist. Go Bonds | Sale | Member | $250,001 - $500,000 | – |
| 2025-11-24 | 2025-12-12 | PRIM | Primoris Services Corporation | Sale (partial) | Member | $1,001 - $15,000 | – |
| 2025-11-06 | 2025-12-12 | PRIM | Primoris Services Corporation | Sale (partial) | Member | $1,001 - $15,000 | – |
| 2025-11-18 | 2025-12-12 | PG | Procter & Gamble Company | Purchase | Member | $1,001 - $15,000 | – |
| 2025-11-03 | 2025-12-12 | Q | Qnity Electronics, Inc. Common Stock | Exchange | Member | $1,001 - $15,000 | – |
| 2025-11-18 | 2025-12-12 | PWR | Quanta Services, Inc. Common Stock | Purchase | Member | $1,001 - $15,000 | – |
| 2025-11-24 | 2025-12-12 | RBC | RBC Bearings Incorporated Common Stock | Sale (partial) | Member | $1,001 - $15,000 | – |
| 2025-11-12 | 2025-12-12 | O | Realty Income Corporation Common Stock | Sale (partial) | Member | $1,001 - $15,000 | – |
| 2025-11-18 | 2025-12-12 | REGN | Regeneron Pharmaceuticals, Inc. - Common Stock | Purchase | Member | $1,001 - $15,000 | – |
| 2025-11-10 | 2025-12-12 | RSNHF | RESONA HOLDINGS INC | Purchase | Member | $1,001 - $15,000 | – |
| 2025-11-19 | 2025-12-12 | RNMBF | Rheinmetall Ag Ordinary Shares | Purchase | Member | $1,001 - $15,000 | – |
| 2025-11-18 | 2025-12-12 | HOOD | Robinhood Markets, Inc. - Class A Common Stock | Purchase | Member | $1,001 - $15,000 | – |
| 2025-11-18 | 2025-12-12 | RBLX | Roblox Corporation Class A Common Stock | Purchase | Member | $1,001 - $15,000 | – |
| 2025-11-07 | 2025-12-12 | RBLX | Roblox Corporation Class A Common Stock | Purchase | Member | $1,001 - $15,000 | – |
| 2025-11-07 | 2025-12-12 | SAP | SAP SE ADS | Sale | Member | $1,001 - $15,000 | – |
| 2025-11-12 | 2025-12-12 | SBAC | SBA Communications Corporation - Class A Common Stock | Purchase | Member | $1,001 - $15,000 | – |
| 2025-11-19 | 2025-12-12 | SBGSF | SCHNEIDER ELECTRIC SA | Purchase | Member | $1,001 - $15,000 | – |
| 2025-11-07 | 2025-12-12 | NOW | ServiceNow, Inc. Common Stock | Sale (partial) | Member | $1,001 - $15,000 | – |
| 2025-11-19 | 2025-12-12 | SMEGF | SIEMENS ENERGY AG | Purchase | Member | $1,001 - $15,000 | – |
| 2025-11-18 | 2025-12-12 | SW | Smurfit WestRock plc Ordinary Shares | Purchase | Member | $1,001 - $15,000 | – |
| 2025-12-01 | 2025-12-12 | – | Southeast Energy Authority Cooperative District, Alabama Bonds | Purchase | Member | $250,001 - $500,000 | – |
| 2025-11-18 | 2025-12-12 | SPOT | Spotify Technology S.A. Ordinary Shares | Purchase | Member | $1,001 - $15,000 | – |
| 2025-11-26 | 2025-12-12 | SPOT | Spotify Technology S.A. Ordinary Shares | Sale (partial) | Member | $1,001 - $15,000 | – |
| 2025-11-06 | 2025-12-12 | SPXC | SPX Technologies, Inc. Common Stock | Sale (partial) | Member | $1,001 - $15,000 | – |
| 2025-11-17 | 2025-12-12 | SARO | StandardAero, Inc. Common Stock | Purchase | Member | $1,001 - $15,000 | – |
| 2025-11-24 | 2025-12-12 | SF | Stifel Financial Corporation Common Stock | Sale (partial) | Member | $1,001 - $15,000 | – |
| 2025-11-18 | 2025-12-12 | SYK | Stryker Corporation Common Stock | Purchase | Member | $1,001 - $15,000 | – |
| 2025-11-12 | 2025-12-12 | SMCI | Super Micro Computer, Inc. - Common Stock | Sale (partial) | Member | $1,001 - $15,000 | – |
| 2025-11-18 | 2025-12-12 | SNPS | Synopsys, Inc. - Common Stock | Sale (partial) | Member | $1,001 - $15,000 | – |
| 2025-11-18 | 2025-12-12 | TSM | Taiwan Semiconductor Manufacturing Company Ltd. | Purchase | Member | $1,001 - $15,000 | – |
| 2025-11-18 | 2025-12-12 | TRGP | Targa Resources, Inc. Common Stock | Purchase | Member | $1,001 - $15,000 | – |
| 2025-11-12 | 2025-12-12 | TRGP | Targa Resources, Inc. Common Stock | Purchase | Member | $1,001 - $15,000 | – |
| 2025-11-20 | 2025-12-12 | TCTZF | Tencent Holdings Limited Ordinary Shares | Purchase | Member | $1,001 - $15,000 | – |
| 2025-11-18 | 2025-12-12 | TSLA | Tesla, Inc. - Common Stock | Purchase | Member | $1,001 - $15,000 | – |
| 2025-11-18 | 2025-12-12 | CPB | The Campbell's Company - Common Stock | Purchase | Member | $1,001 - $15,000 | – |
| 2025-11-12 | 2025-12-12 | CI | The Cigna Group Common Stock | Sale | Member | $1,001 - $15,000 | – |
| 2025-11-26 | 2025-12-12 | TKO | TKO Group Holdings, Inc. Class A Common Stock | Purchase | Member | $1,001 - $15,000 | – |
| 2025-11-18 | 2025-12-12 | TDG | Transdigm Group Incorporated Common Stock | Purchase | Member | $1,001 - $15,000 | – |
| 2025-11-18 | 2025-12-12 | UBER | Uber Technologies, Inc. Common Stock | Purchase | Member | $1,001 - $15,000 | – |
| 2025-11-06 | 2025-12-12 | UFPI | UFP Industries, Inc. - Common Stock | Sale (partial) | Member | $1,001 - $15,000 | – |
| 2025-11-19 | 2025-12-12 | UNCFF | UNICREDITO SPA ORD NEW | Purchase | Member | $1,001 - $15,000 | – |
| 2025-11-18 | 2025-12-12 | UPS | United Parcel Service, Inc. Common Stock | Purchase | Member | $1,001 - $15,000 | – |
| 2025-11-12 | 2025-12-12 | UNH | UnitedHealth Group Incorporated Common Stock | Sale (partial) | Member | $1,001 - $15,000 | – |
| 2025-11-12 | 2025-12-12 | VTR | Ventas, Inc. Common Stock | Purchase | Member | $1,001 - $15,000 | – |
| 2025-11-12 | 2025-12-12 | VCYT | Veracyte, Inc. - Common Stock | Sale (partial) | Member | $1,001 - $15,000 | – |
| 2025-11-18 | 2025-12-12 | VRSK | Verisk Analytics, Inc. - Common Stock | Purchase | Member | $1,001 - $15,000 | – |
| 2025-11-18 | 2025-12-12 | VRT | Vertiv Holdings, LLC Class A Common Stock | Purchase | Member | $1,001 - $15,000 | – |
| 2025-11-18 | 2025-12-12 | VTRS | Viatris Inc. - Common Stock | Purchase | Member | $1,001 - $15,000 | – |
| 2025-11-13 | 2025-12-12 | VIAV | Viavi Solutions Inc. - Common Stock | Sale (partial) | Member | $1,001 - $15,000 | – |
| 2025-11-18 | 2025-12-12 | WMT | Walmart Inc. Common Stock | Purchase | Member | $1,001 - $15,000 | – |
| 2025-11-18 | 2025-12-12 | WBD | Warner Bros. Discovery, Inc. - Series A Common Stock | Purchase | Member | $1,001 - $15,000 | – |
| 2025-11-11 | 2025-12-12 | WBI | WaterBridge Infrastructure LLC Class A Shares Representing Limited Liability Company Interests | Purchase | Member | $100,001 - $250,000 | – |
| 2025-11-12 | 2025-12-12 | WBI | WaterBridge Infrastructure LLC Class A Shares Representing Limited Liability Company Interests | Purchase | Member | $50,001 - $100,000 | – |
| 2025-11-18 | 2025-12-12 | WFC | Wells Fargo & Company Common Stock | Purchase | Member | $1,001 - $15,000 | – |
| 2025-11-18 | 2025-12-12 | WPM | Wheaton Precious Metals Corp Common Shares | Purchase | Member | $1,001 - $15,000 | – |
| 2025-11-19 | 2025-12-12 | XIACF | XIAOMI CORP | Purchase | Member | $1,001 - $15,000 | – |
| 2025-11-18 | 2025-12-12 | ZTS | Zoetis Inc. Class A Common Stock | Purchase | Member | $1,001 - $15,000 | – |