62 purchases · 47 sales · 109 total

Purchases

62 trades
DateSymbolAmountAsset
2026-02-25 UNH $50,001 - $100,000 UnitedHealth Group Incorporated Common Stock (DE) Joint Filing ↗
2026-02-04 VSEC $15,001 - $50,000 VSE Corporation - Common Stock Joint Filing ↗
2026-02-04 MPWR $15,001 - $50,000 Monolithic Power Systems, Inc. - Common Stock Joint Filing ↗
2026-02-04 MCK $15,001 - $50,000 McKesson Corporation Common Stock Joint Filing ↗
2026-02-04 LRN $15,001 - $50,000 Stride, Inc. Common Stock Joint Filing ↗
2026-02-04 FCFS $15,001 - $50,000 FirstCash Holdings, Inc. - Common Stock Joint Filing ↗
2026-02-04 CRS $15,001 - $50,000 Carpenter Technology Corporation Common Stock Joint Filing ↗
2026-02-04 C $15,001 - $50,000 Citigroup, Inc. Common Stock Joint Filing ↗
2026-02-04 APG $15,001 - $50,000 APi Group Corporation Common Stock Joint Filing ↗
2026-02-04 AMKR $15,001 - $50,000 Amkor Technology, Inc. - Common Stock Joint Filing ↗
2026-02-04 ADBE $15,001 - $50,000 Adobe Inc. - Common Stock Joint Filing ↗
2026-01-05 VSEC $15,001 - $50,000 VSE Corporation - Common Stock Spouse Filing ↗
2026-01-05 MPWR $15,001 - $50,000 Monolithic Power Systems, Inc. - Common Stock Spouse Filing ↗
2026-01-05 MCK $15,001 - $50,000 McKesson Corporation Common Stock Spouse Filing ↗
2026-01-05 LRN $15,001 - $50,000 Stride, Inc. Common Stock Spouse Filing ↗
2026-01-05 FCFS $15,001 - $50,000 FirstCash Holdings, Inc. - Common Stock Spouse Filing ↗
2026-01-05 CRS $15,001 - $50,000 Carpenter Technology Corporation Common Stock Spouse Filing ↗
2026-01-05 C $15,001 - $50,000 Citigroup Inc Spouse Filing ↗
2026-01-05 APG $15,001 - $50,000 APi Group Corporation Common Stock Spouse Filing ↗
2026-01-05 AMKR $15,001 - $50,000 Amkor Technology, Inc. - Common Stock Spouse Filing ↗
2026-01-05 ADBE $15,001 - $50,000 Adobe Inc. - Common Stock Spouse Filing ↗
2026-01-05 VSEC $15,001 - $50,000 VSE Corporation - Common Stock Filing ↗
2026-01-05 MPWR $15,001 - $50,000 Monolithic Power Systems, Inc. - Common Stock Filing ↗
2026-01-05 MCK $15,001 - $50,000 McKesson Corporation Common Stock Filing ↗
2026-01-05 LRN $15,001 - $50,000 Stride, Inc. Common Stock Filing ↗
2026-01-05 FCFS $15,001 - $50,000 FirstCash Holdings, Inc. - Common Stock Filing ↗
2026-01-05 CRS $15,001 - $50,000 Carpenter Technology Corporation Common Stock Filing ↗
2026-01-05 C $15,001 - $50,000 Citigroup Inc Filing ↗
2026-01-05 APG $15,001 - $50,000 APi Group Corporation Common Stock Filing ↗
2026-01-05 AMKR $15,001 - $50,000 Amkor Technology, Inc. - Common Stock Filing ↗
2026-01-05 ADBE $15,001 - $50,000 Adobe Inc. - Common Stock Filing ↗
2025-12-29 CAT $15,001 - $50,000 Caterpillar, Inc. Common Stock Joint Filing ↗
2025-12-29 LLY $15,001 - $50,000 Eli Lilly and Company Common Stock Joint Filing ↗
2025-12-29 JPM $50,001 - $100,000 JP Morgan Chase & Co. Common Stock Joint Filing ↗
2025-12-29 COF $50,001 - $100,000 Capital One Financial Corporation Common Stock Joint Filing ↗
2025-12-29 RTX $15,001 - $50,000 RTX Corporation Common Stock Joint Filing ↗
2025-12-29 GOOGL $100,001 - $250,000 Alphabet Inc. - Class A Common Stock Joint Filing ↗
2025-12-29 ICE $15,001 - $50,000 Intercontinental Exchange Inc. Common Stock Joint Filing ↗
2025-12-29 DE $15,001 - $50,000 Deere & Company Common Stock Joint Filing ↗
2025-12-29 BSX $15,001 - $50,000 Boston Scientific Corporation Common Stock Joint Filing ↗
2025-12-29 MSFT $100,001 - $250,000 Microsoft Corporation - Common Stock Joint Filing ↗
2025-12-29 GS $15,001 - $50,000 Goldman Sachs Group, Inc. (The) Common Stock Joint Filing ↗
2025-12-29 LRCX $50,001 - $100,000 Lam Research Corporation - Common Stock Joint Filing ↗
2025-12-29 KO $15,001 - $50,000 Coca-Cola Company (The) Common Stock Joint Filing ↗
2025-12-29 AMZN $100,001 - $250,000 Amazon.com, Inc. - Common Stock Joint Filing ↗
2025-12-29 NVDA $100,001 - $250,000 NVIDIA Corporation - Common Stock Joint Filing ↗
2025-12-29 CRM $15,001 - $50,000 Salesforce, Inc. Common Stock Joint Filing ↗
2025-12-29 IQV $15,001 - $50,000 IQVIA Holdings, Inc. Common Stock Joint Filing ↗
2025-12-29 ELV $15,001 - $50,000 Elevance Health, Inc. Common Stock Joint Filing ↗
2025-12-29 AXP $1,001 - $15,000 American Express Company Common Stock Joint Filing ↗
2025-12-29 CVX $15,001 - $50,000 Chevron Corporation Common Stock Joint Filing ↗
2025-12-29 AAPL $100,001 - $250,000 Apple Inc. - Common Stock Joint Filing ↗
2025-12-29 META $50,001 - $100,000 Meta Platforms, Inc. - Class A Common Stock Joint Filing ↗
2025-12-29 MA $50,001 - $100,000 Mastercard Incorporated Common Stock Joint Filing ↗
2025-12-29 HLT $15,001 - $50,000 Hilton Worldwide Holdings Inc. Common Stock Joint Filing ↗
2025-12-29 AMAT $15,001 - $50,000 Applied Materials, Inc. - Common Stock Joint Filing ↗
2025-12-29 COST $15,001 - $50,000 Costco Wholesale Corporation - Common Stock Joint Filing ↗
2025-12-29 ISRG $15,001 - $50,000 Intuitive Surgical, Inc. - Common Stock Joint Filing ↗
2025-12-29 HD $15,001 - $50,000 Home Depot, Inc. (The) Common Stock Joint Filing ↗
2025-12-29 INTU $15,001 - $50,000 Intuit Inc. - Common Stock Joint Filing ↗
2025-12-29 NOW $15,001 - $50,000 ServiceNow, Inc. Common Stock Joint Filing ↗
2025-12-29 COP $15,001 - $50,000 ConocoPhillips Common Stock Joint Filing ↗

Sales

47 trades
DateSymbolAmountAsset
2026-02-25 AZO $50,001 - $100,000 AutoZone, Inc. Common Stock Joint Filing ↗
2026-02-25 INTU $15,001 - $50,000 Intuit Inc. - Common Stock Joint Filing ↗
2026-02-04 MTZ $15,001 - $50,000 MasTec, Inc. Common Stock Joint Filing ↗
2026-02-04 IRM $1,001 - $15,000 Iron Mountain Incorporated (Delaware)Common Stock REIT Joint Filing ↗
2026-02-04 GS $15,001 - $50,000 Goldman Sachs Group, Inc. (The) Common Stock Joint Filing ↗
2026-02-04 DELL $15,001 - $50,000 Dell Technologies Inc. Class C Common Stock Joint Filing ↗
2026-02-04 CRDO $15,001 - $50,000 Credo Technology Group Holding Ltd - Ordinary Shares Joint Filing ↗
2026-02-04 COHR $15,001 - $50,000 Coherent Corp. Common Stock Joint Filing ↗
2026-02-04 AIT $1,001 - $15,000 Applied Industrial Technologies, Inc. Common Stock Joint Filing ↗
2026-01-21 N/A $1,001 - $15,000 COOK CNTY ILL CMNTY CONS SCH DIST NO 015 PALATINE GO BDS Rate/Coupon: 5.25% Matures: 12/15/39 Joint Filing ↗
2026-01-20 N/A $50,001 - $100,000 KENTUCKY ST PPTY & BLDGS COMMN REVS BDS Rate/Coupon: 5.0% Matures: 11/01/27 Joint Filing ↗
2026-01-20 N/A $1,001 - $15,000 NEVADA ST LTD TAX GO CAP IMPT BDS Rate/Coupon: 5.0% Matures: 05/01/38 Joint Filing ↗
2026-01-20 N/A $15,001 - $50,000 ALAMOGORDO N MEX MUN SCH DIST NO 001 GO BDS Rate/Coupon: 5.0% Matures: 08/01/27 Joint Filing ↗
2026-01-20 N/A $15,001 - $50,000 CORSICANA TEX COMBINATION TAX AND REV CTFS OBLIG Rate/Coupon: 4.0% Matures: 02/15/42 Joint Filing ↗
2026-01-20 N/A $1,001 - $15,000 AUSTIN TEX CTFS OBLIG Rate/Coupon: 5.0% Matures: 09/01/38 Joint Filing ↗
2026-01-20 N/A $15,001 - $50,000 METROPOLITAN TRANSN AUTH N Y DEDICATED TAX FD GREEN FD BDS Rate/Coupon: 5.0% Matures: 11/15/36 Joint Filing ↗
2026-01-20 N/A $15,001 - $50,000 WEST PALM BEACH FLA CMNTY REDEV AGY TAX INCREMENT REV REF BDS Rate/Coupon: 5.0% Matures: 03/01/33 Joint Filing ↗
2026-01-20 N/A $15,001 - $50,000 MASSACHUSETTS ST DEV FIN AGY REV BDS Rate/Coupon: 5.0% Matures: 10/01/31 Joint Filing ↗
2026-01-20 N/A $15,001 - $50,000 FLORIDA ST DEPT GEN SVCS DIV FACS MGMT REV POOL REV REF BDS Rate/Coupon: 4.0% Matures: 09/01/30 Joint Filing ↗
2026-01-20 N/A $15,001 - $50,000 COOK CNTY ILL CMNTY CONS SCH DIST NO 015 PALATINE GO BDS Rate/Coupon: 5.25% Matures: 12/15/39 Joint Filing ↗
2026-01-20 N/A $50,001 - $100,000 IPS MULTI-SCH BLDG CORP IND UNLTD AD VALOREM PPTY TAX FIRST MTG BDS Rate/Coupon: 5.0% Matures: 07/15/38 Joint Filing ↗
2026-01-20 N/A $15,001 - $50,000 SALEM N H GO BDS Rate/Coupon: 4.0% Matures: 10/01/36 Joint Filing ↗
2026-01-20 N/A $1,001 - $15,000 FORT LAUDERDALE FLA WTR & SWR REV BDS Rate/Coupon: 5.0% Matures: 09/01/38 Joint Filing ↗
2026-01-20 N/A $15,001 - $50,000 UNIVERSITY HOUSTON TEX UNIV REVS CONSOLIDATED REV AND REF BDS Rate/Coupon: 5.0% Matures: 02/15/33 Joint Filing ↗
2026-01-20 N/A $1,001 - $15,000 MACOMB INTER SCH DIST MICH UNLTD TAX GO BLDG SITE BDS Rate/Coupon: 5.0% Matures: 05/01/38 Joint Filing ↗
2026-01-20 N/A $50,001 - $100,000 CLEAR CREEK TEX INDPT SCH DIST UNLTD TAX REF BDS Rate/Coupon: 5.0% Matures: 02/15/38 Joint Filing ↗
2026-01-20 N/A $50,001 - $100,000 FORT SMITH ARK WTR & SWR REV REF CONSTR BDS Rate/Coupon: 5.0% Matures: 10/01/32 Joint Filing ↗
2026-01-20 N/A $50,001 - $100,000 SEATTLE WASH DRAIN & WASTEWATER REV REF REV BDS Rate/Coupon: 4.0% Matures: 05/01/39 Joint Filing ↗
2025-12-18 PRMB $1,001 - $15,000 Primo Brands Corp Filing ↗
2025-12-18 MTZ $15,001 - $50,000 MasTec, Inc. Common Stock Filing ↗
2025-12-18 LRN $1,001 - $15,000 Stride, Inc. Common Stock Filing ↗
2025-12-18 IRM $1,001 - $15,000 Iron Mountain Inc Filing ↗
2025-12-18 GS $15,001 - $50,000 Goldman Sachs Group, Inc. (The) Common Stock Filing ↗
2025-12-18 DELL $15,001 - $50,000 Dell Technologies Inc. Class C Common Stock Filing ↗
2025-12-18 CRDO $15,001 - $50,000 Credo Technology Group Holding Ltd Filing ↗
2025-12-18 COHR $15,001 - $50,000 Coherent Corp. - Common Stock Filing ↗
2025-12-18 AIT $15,001 - $50,000 Applied Industrial Technologies, Inc. Common Stock Filing ↗
2025-12-18 PRMB $1,001 - $15,000 Primo Brands Corporation Class A Common Stock Spouse Filing ↗
2025-12-18 MTZ $15,001 - $50,000 MasTec, Inc. Common Stock Spouse Filing ↗
2025-12-18 LRN $1,001 - $15,000 Stride, Inc. Common Stock Spouse Filing ↗
2025-12-18 IRM $15,001 - $50,000 Iron Mountain Inc Spouse Filing ↗
2025-12-18 GS $15,001 - $50,000 Goldman Sachs Group, Inc. (The) Common Stock Spouse Filing ↗
2025-12-18 DELL $15,001 - $50,000 Dell Technologies Inc. Class C Common Stock Spouse Filing ↗
2025-12-18 CRDO $15,001 - $50,000 Credo Technology Group Holding Ltd Spouse Filing ↗
2025-12-18 COHR $15,001 - $50,000 Coherent Corp. Common Stock Spouse Filing ↗
2025-12-18 AIT $15,001 - $50,000 Applied Industrial Technologies, Inc. Common Stock Spouse Filing ↗
2025-12-17 PRMB $1,001 - $15,000 Primo Brands Corporation Class A Common Stock Joint Filing ↗