8 purchases · 35 sales · 43 total

Purchases

8 trades
DateSymbolAmountAsset
2026-07-02 XOM $100,001 - $250,000 Exxon Mobil Corporation Common Stock (XOM) JT Filing ↗
2026-07-02 XOM $100,001 - $250,000 Exxon Mobil Corporation Common Stock (XOM) JT Filing ↗
2026-06-29 HONAV $15,001 - $50,000 Honeywell Aerospace Inc. - Common Stock (HONAV) Filing ↗
2026-05-08 CTRA $15,001 - $50,000 Coterra Energy Inc. Common Stock Filing ↗
2026-05-08 DVN $15,001 - $50,000 Devon Energy Corporation Common Stock (DVN) JT Filing ↗
2026-05-08 DVN $15,001 - $50,000 Devon Energy Corporation Common Stock (DVN) Filing ↗
2026-02-09 WAT $1,001 - $15,000 Waters Corporation Common Stock Filing ↗
2026-01-07 N/A $250,001 - $500,000 ROYAL BANK OF CANADA 31F DUE Filing ↗

Sales

35 trades
DateSymbolAmountAsset
2026-05-06 N/A $1,000,001 - $5,000,000 MORGAN STANLEY FIN LLC MTN Filing ↗
2026-04-29 GS $250,001 - $500,000 The Goldman Sachs Group Inc Joint Filing ↗
2026-04-29 N/A $250,001 - $500,000 Goldman Sachs MTN 4/29/2030 Filing ↗
2026-03-24 EXAS $1,001 - $15,000 Exact Sciences Corporation Filing ↗
2026-03-24 EXAS $1,001 - $15,000 Exact Sciences Corporation - Common Stock (EXAS) Filing ↗
2026-03-20 PLD $50,001 - $100,000 Prologis Inc Joint Filing ↗
2026-03-20 TROW $15,001 - $50,000 T. Rowe Price Group Inc Joint Filing ↗
2026-03-20 MDT $15,001 - $50,000 Medtronic PLC Joint Filing ↗
2026-03-20 MDT $15,001 - $50,000 Medtronic plc. Ordinary Shares JT Filing ↗
2026-03-20 PLD $50,001 - $100,000 Prologis, Inc. Common Stock (PLD) JT Filing ↗
2026-03-20 TROW $15,001 - $50,000 T. Rowe Price Group, Inc. - Common Stock (TROW) JT Filing ↗
2026-03-18 TXN $500,001 - $1,000,000 Texas Instruments Inc Joint Filing ↗
2026-03-18 SMA $500,001 - $1,000,000 SmartStop Self Storage REIT, Inc. Common Stock (SMA) JT Filing ↗
2026-03-18 TXN $500,001 - $1,000,000 Texas Instruments Incorporated - Common Stock (TXN) Filing ↗
2026-03-17 KVUE $15,001 - $50,000 KENVUE INC Joint Filing ↗
2026-03-17 IVZ $15,001 - $50,000 Invesco Ltd Joint Filing ↗
2026-03-17 MUA $50,001 - $100,000 BlackRock MuniAssets Fund Inc Joint Filing ↗
2026-03-17 BDX $15,001 - $50,000 Becton Dickinson and Co Joint Filing ↗
2026-03-17 CTSH $15,001 - $50,000 Cognizant Technology Solutions Corp Joint Filing ↗
2026-03-17 CMCSA $15,001 - $50,000 Comcast Corp Joint Filing ↗
2026-03-17 BDX $15,001 - $50,000 Becton, Dickinson and Company Common Stock (BDX) JT Filing ↗
2026-03-17 MUA $50,001 - $100,000 Blackrock MuniAssets Fund, Inc Common Stock (MUA) JT Filing ↗
2026-03-17 CTSH $15,001 - $50,000 Cognizant Technology Solutions JT Filing ↗
2026-03-17 CMCSA $15,001 - $50,000 Comcast Corporation - Class A Common Stock (CMCSA) DC Filing ↗
2026-03-17 IVZ $15,001 - $50,000 Invesco Ltd Common Stock (IVZ) JT Filing ↗
2026-03-17 KVUE $15,001 - $50,000 Kenvue Inc. Common Stock (KVUE) JT Filing ↗
2026-03-16 PRGS $50,001 - $100,000 Progress Software Corp Joint Filing ↗
2026-03-16 IQV $50,001 - $100,000 Iqvia Holdings Inc Joint Filing ↗
2026-03-16 ACN $250,001 - $500,000 Accenture PLC Joint Filing ↗
2026-03-16 ACN $250,001 - $500,000 Accenture plc Class A Ordinary Shares (ACN) JT Filing ↗
2026-03-16 IQV $50,001 - $100,000 IQVIA Holdings, Inc. Common Stock JT Filing ↗
2026-03-16 PRGS $50,001 - $100,000 Progress Software Corporation - Common Stock (PRGS) JT Filing ↗
2026-03-05 ICLR $100,001 - $250,000 Icon PLC Filing ↗
2026-03-05 ICLR $100,001 - $250,000 ICON plc - Ordinary Shares (ICLR) JT Filing ↗
2025-12-23 UNH $250,001 - $500,000 UnitedHealth Group Incorporated Common Stock (UNH) Filing ↗