521 purchases · 205 sales · 726 total

Purchases

521 trades
DateSymbolAmountAsset
2026-06-30 N/A $1,001 - $15,000 Lewis & Clark Agrifood Fund II LP Spouse Filing ↗ OCR
2026-06-30 N/A $1,001 - $15,000 VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF Spouse Filing ↗ OCR
2026-06-30 N/A $1,001 - $15,000 VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF Spouse Filing ↗ OCR
2026-06-30 N/A $1,001 - $15,000 VANGUARD INDEX FUNDS S&P 500 ETF USD Spouse Filing ↗ OCR
2026-06-30 N/A $1,001 - $15,000 VANGUARD INDEX FUNDS S&P 500 ETF Spouse Filing ↗ OCR
2026-06-30 N/A $1,001 - $15,000 VANGUARD INDEX FUNDS S&P 500 ETF USD Spouse Filing ↗ OCR
2026-06-30 N/A $1,001 - $15,000 VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF Filing ↗ OCR
2026-06-29 N/A $500,001 - $1,000,000 VANGUARD MUN BD FDS TAX EXEMPT BD Spouse Filing ↗ OCR
2026-06-29 N/A $1,001 - $15,000 Albany Road Strategic Opportunity Fund LP Spouse Filing ↗ OCR
2026-06-29 N/A $1,001 - $15,000 Mays Allocate 2025 LP Spouse Filing ↗ OCR
2026-06-29 N/A $1,001 - $15,000 MASTERCARD INCORPORATED CL A Spouse Filing ↗ OCR
2026-06-29 N/A $1,001 - $15,000 DFA EMERGING MRKTS CORE EQU PORTF Spouse Filing ↗ OCR
2026-06-29 N/A $1,001 - $15,000 DFA EMERGING MRKTS CORE EQU PORTF Spouse Filing ↗ OCR
2026-06-29 N/A $1,001 - $15,000 DFA INTERNATIONAL CORE EQUITY Spouse Filing ↗ OCR
2026-06-26 N/A $1,000,001 - $5,000,000 FID ADV FLOATING RATE HIGH INCOME Z Spouse Filing ↗ OCR
2026-06-26 N/A $500,001 - $1,000,000 NORTHERN TAX ADVGT ULTRA SHRT FIXED INC Spouse Filing ↗ OCR
2026-06-26 N/A $500,001 - $1,000,000 NORTHERN TAX ADVGT ULTRA SHRT FIXED INC Spouse Filing ↗ OCR
2026-06-26 N/A $50,001 - $100,000 NATIONAL FUEL GAS CO Spouse Filing ↗ OCR
2026-06-26 N/A $15,001 - $50,000 EQUITABLE HLDS INC Spouse Filing ↗ OCR
2026-06-26 N/A $15,001 - $50,000 MURPHY OIL CORP Spouse Filing ↗ OCR
2026-06-26 N/A $1,001 - $15,000 VANGUARD TOTAL STOCK MARKET INDEX ADM Spouse Filing ↗ OCR
2026-06-26 N/A $1,001 - $15,000 VANGUARD TOTAL STOCK MARKET INDEX INSTL Spouse Filing ↗ OCR
2026-06-26 N/A $1,001 - $15,000 VANGUARD TOTAL STOCK MARKET INDEX ADM Spouse Filing ↗ OCR
2026-06-25 N/A $1,000,001 - $5,000,000 Spruce Holdings LP Spouse Filing ↗ OCR
2026-06-25 N/A $500,001 - $1,000,000 Dawson Portfolio Finance 7 LP Spouse Filing ↗ OCR
2026-06-25 N/A $500,001 - $1,000,000 Dawson Portfolio Finance 6 LP Spouse Filing ↗ OCR
2026-06-25 N/A $500,001 - $1,000,000 KITSAP CNTY WASH SCH DIST NO 4 01 Spouse Filing ↗ OCR
2026-06-25 N/A $1,001 - $15,000 S&P GLOBAL INC Spouse Filing ↗ OCR
2026-06-25 N/A $1,001 - $15,000 DIMENSIONAL ETF TRUST INTERNATIONAL CORE EQUITY 2 ETF Spouse Filing ↗ OCR
2026-06-25 N/A $1,001 - $15,000 DIMENSIONAL ETF TRUST INTERNATIONAL CORE EQUITY 2 ETF Spouse Filing ↗ OCR
2026-06-25 N/A $1,001 - $15,000 DIMENSIONAL ETF TRUST INTERNATIONAL CORE EQUITY 2 ETF Spouse Filing ↗ OCR
2026-06-25 N/A $1,001 - $15,000 DIMENSIONAL ETF TRUST INTERNATIONAL CORE EQUITY 2 ETF Spouse Filing ↗ OCR
2026-06-25 N/A $1,001 - $15,000 DIMENSIONAL ETF TRUST INTERNATIONAL CORE EQUITY 2 ETF Spouse Filing ↗ OCR
2026-06-25 N/A $1,001 - $15,000 DIMENSIONAL ETF TRUST INTERNATIONAL CORE EQUITY 2 ETF Spouse Filing ↗ OCR
2026-06-24 N/A $500,001 - $1,000,000 PORT AUTH N Y &N J Spouse Filing ↗ OCR
2026-06-24 N/A $100,001 - $250,000 Mays Allocate LP Spouse Filing ↗ OCR
2026-06-24 N/A $50,001 - $100,000 NORTHERN INTERMED TAX EXEMPT FUND Spouse Filing ↗ OCR
2026-06-23 N/A $1,001 - $15,000 Cedar Holdings LP Spouse Filing ↗ OCR
2026-06-23 N/A $250,001 - $500,000 VANGUARD MUN BD FDS TAX EXEMPT BD Spouse Filing ↗ OCR
2026-06-23 N/A $250,001 - $500,000 NORTHERN TAX ADVGT ULTRA SHRT FIXED INC Spouse Filing ↗ OCR
2026-06-23 N/A $1,001 - $15,000 VANGUARD DEVELOPED MARKETS INDEX FUND ETF Spouse Filing ↗ OCR
2026-06-23 N/A $1,001 - $15,000 VANGUARD DEVELOPED MARKETS INDEX FUND ETF Spouse Filing ↗ OCR
2026-06-23 N/A $1,001 - $15,000 VANGUARD DEVELOPED MARKETS INDEX FUND ETF Spouse Filing ↗ OCR
2026-06-22 N/A $500,001 - $1,000,000 NEW YORK N Y CITY MUN WTR FIN AUTH WTR Spouse Filing ↗ OCR
2026-06-22 N/A $1,001 - $15,000 Mays Allocate LP Spouse Filing ↗ OCR
2026-06-22 N/A $500,001 - $1,000,000 NORTHERN INTERMED TAX EXEMPT FUND Spouse Filing ↗ OCR
2026-06-18 N/A $1,001 - $15,000 TAIWAN SEMICONDUCTOR MANUFACTURING SPON ADS Spouse Filing ↗ OCR
2026-06-18 N/A $1,001 - $15,000 KEYSIGHT TECHNOLOGIES INC Spouse Filing ↗ OCR
2026-06-18 N/A $1,001 - $15,000 DELL TECHNOLOGIES INC CL C Spouse Filing ↗ OCR
2026-06-18 N/A $1,001 - $15,000 GATES INDUSTRIAL CORPORATION PLC Spouse Filing ↗ OCR
2026-06-18 N/A $1,001 - $15,000 INSIGHT ENTERPRISES INC Spouse Filing ↗ OCR
2026-06-18 N/A $1,001 - $15,000 ARAMARK COM Spouse Filing ↗ OCR
2026-06-18 N/A $1,001 - $15,000 HOWMET AEROSPACE INC Spouse Filing ↗ OCR
2026-06-18 N/A $15,001 - $50,000 AMAZON COM INC Spouse Filing ↗ OCR
2026-06-18 N/A $15,001 - $50,000 MICROSOFT CORP Spouse Filing ↗ OCR
2026-06-18 N/A $50,001 - $100,000 TYSON FOODS INC Spouse Filing ↗ OCR
2026-06-18 N/A $50,001 - $100,000 GENUINE PARTS CO Spouse Filing ↗ OCR
2026-06-18 N/A $1,001 - $15,000 ISHARES CORE S&P 500 ETF Spouse Filing ↗ OCR
2026-06-18 N/A $1,001 - $15,000 ISHARES CORE S&P 500 ETF Spouse Filing ↗ OCR
2026-06-18 N/A $1,001 - $15,000 ISHARES CORE S&P 500 ETF Spouse Filing ↗ OCR
2026-06-17 N/A $500,001 - $1,000,000 PORT AUTH N Y & N J Spouse Filing ↗ OCR
2026-06-17 N/A $1,001 - $15,000 S&P GLOBAL INC Spouse Filing ↗ OCR
2026-06-17 N/A $1,001 - $15,000 WORKDAY INC CL A Spouse Filing ↗ OCR
2026-06-16 N/A $1,001 - $15,000 DANAHER CORPORATION Spouse Filing ↗ OCR
2026-06-16 N/A $1,001 - $15,000 Mays Allocate LP Spouse Filing ↗ OCR
2026-06-16 N/A $15,001 - $50,000 NORTHERN TAX ADVGT ULTRA SHRT FIXED INC Spouse Filing ↗ OCR
2026-06-16 N/A $15,001 - $50,000 NORTHERN INTERMED TAX EXEMPT FUND Spouse Filing ↗ OCR
2026-06-16 N/A $15,001 - $50,000 NORTHERN TAX ADVGT ULTRA SHRT FIXED INC Spouse Filing ↗ OCR
2026-06-16 N/A $100,001 - $250,000 NORTHERN INTERMED TAX EXEMPT FUND Spouse Filing ↗ OCR
2026-06-16 N/A $250,001 - $500,000 NORTHERN TAX ADVGT ULTRA SHRT FIXED INC Spouse Filing ↗ OCR
2026-06-15 N/A $1,001 - $15,000 INFINEON TECHNOLOGIES AG SPON ADR Spouse Filing ↗ OCR
2026-06-15 N/A $1,001 - $15,000 MERCADOLIBRE INC Spouse Filing ↗ OCR
2026-06-15 N/A $1,001 - $15,000 MASTERCARD INCORPORATED CL A Spouse Filing ↗ OCR
2026-06-15 N/A $15,001 - $50,000 AMAZON COM INC Spouse Filing ↗ OCR
2026-06-15 N/A $15,001 - $50,000 FAIR ISAAC CORP Spouse Filing ↗ OCR
2026-06-12 N/A $1,001 - $15,000 APTARGROUP INC Spouse Filing ↗ OCR
2026-06-12 N/A $1,001 - $15,000 Mays Allocate 2025 LP Spouse Filing ↗ OCR
2026-06-11 N/A $100,001 - $250,000 LKCM Headwater Investments IV LP Spouse Filing ↗ OCR
2026-06-11 N/A $1,001 - $15,000 WORKDAY INC CL A Spouse Filing ↗ OCR
2026-06-11 N/A $1,001 - $15,000 AERCAP HOLDINGS N V Spouse Filing ↗ OCR
2026-06-11 N/A $15,001 - $50,000 FIRSTCASH HOLDINGS INC Spouse Filing ↗ OCR
2026-06-10 N/A $1,001 - $15,000 MASTERCARD INCORPORATED CL A Spouse Filing ↗ OCR
2026-06-10 N/A $1,001 - $15,000 ARTHUR J GALLAGHER & CO Spouse Filing ↗ OCR
2026-06-10 N/A $1,001 - $15,000 AERCAP HOLDINGS N V Spouse Filing ↗ OCR
2026-06-09 N/A $1,001 - $15,000 INFINEON TECHNOLOGIES AG SPON ADR Spouse Filing ↗ OCR
2026-06-09 N/A $1,001 - $15,000 MERCADOLIBRE INC Spouse Filing ↗ OCR
2026-06-09 N/A $15,001 - $50,000 WOODWARD INC Spouse Filing ↗ OCR
2026-06-09 N/A $15,001 - $50,000 MASTERCARD INCORPORATED CL A Spouse Filing ↗ OCR
2026-06-09 N/A $1,001 - $15,000 VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF Filing ↗ OCR
2026-06-09 N/A $1,001 - $15,000 VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF Filing ↗ OCR
2026-06-05 N/A $100,001 - $250,000 Mays Allocate 2025 LP Spouse Filing ↗ OCR
2026-06-05 N/A $1,001 - $15,000 Mays Allocate LP Spouse Filing ↗ OCR
2026-06-05 N/A $1,001 - $15,000 INTUIT INC Spouse Filing ↗ OCR
2026-06-05 N/A $1,001 - $15,000 DANAHER CORPORATION Spouse Filing ↗ OCR
2026-06-05 N/A $1,001 - $15,000 WOODWARD INC Spouse Filing ↗ OCR
2026-06-04 N/A $1,001 - $15,000 Formentera Partners Fund III LP Spouse Filing ↗ OCR
2026-06-04 N/A $1,001 - $15,000 S&P GLOBAL INC Spouse Filing ↗ OCR
2026-06-03 N/A $1,001 - $15,000 ARTHUR J GALLAGHER & CO Spouse Filing ↗ OCR
2026-06-03 N/A $1,001 - $15,000 DANAHER CORPORATION Spouse Filing ↗ OCR
2026-06-03 N/A $1,001 - $15,000 S&P GLOBAL INC Spouse Filing ↗ OCR
2026-06-03 N/A $1,001 - $15,000 INTUIT INC Spouse Filing ↗ OCR
2026-06-03 N/A $1,001 - $15,000 MERCADOLIBRE INC Spouse Filing ↗ OCR
2026-06-03 N/A $1,001 - $15,000 ALCOA CORP Spouse Filing ↗ OCR
2026-06-02 N/A $1,001 - $15,000 MERCADOLIBRE INC Spouse Filing ↗ OCR
2026-06-02 N/A $1,001 - $15,000 DELL TECHNOLOGIES INC CL C Spouse Filing ↗ OCR
2026-06-02 N/A $1,001 - $15,000 S&P GLOBAL INC Spouse Filing ↗ OCR
2026-06-02 N/A $1,001 - $15,000 DANAHER CORPORATION Spouse Filing ↗ OCR
2026-06-02 N/A $1,001 - $15,000 MASTERCARD INCORPORATED CL A Spouse Filing ↗ OCR
2026-06-01 N/A $1,001 - $15,000 BAYER AG SPON ADR Spouse Filing ↗ OCR
2026-06-01 N/A $15,001 - $50,000 NORTHERN INTERMED TAX EXEMPT FUND Spouse Filing ↗ OCR
2026-06-01 N/A $100,001 - $250,000 PAYCHEX INC Spouse Filing ↗ OCR
2026-05-29 N/A $1,001 - $15,000 MUELLER WATER PRODUCTS INC Spouse Filing ↗ OCR
2026-05-29 N/A $1,001 - $15,000 DELL TECHNOLOGIES INC CL C Spouse Filing ↗ OCR
2026-05-29 N/A $1,001 - $15,000 NETAPP INC Spouse Filing ↗ OCR
2026-05-28 N/A $100,001 - $250,000 VIRGINIA ST PUB BLDG AUTH PUB FACS REV Spouse Filing ↗ OCR
2026-05-28 N/A $100,001 - $250,000 Braemont Partners II LP Spouse Filing ↗ OCR
2026-05-28 N/A $100,001 - $250,000 METROPOLITAN WASH D C ARPTS Spouse Filing ↗ OCR
2026-05-28 N/A $1,001 - $15,000 HURON CONSULTING GROUP INC Spouse Filing ↗ OCR
2026-05-28 N/A $1,001 - $15,000 ONEMAIN HLDGS INC COM Spouse Filing ↗ OCR
2026-05-28 N/A $1,001 - $15,000 FTI CONSULTING INC Spouse Filing ↗ OCR
2026-05-28 N/A $1,001 - $15,000 HAYWARD HLDGS INC Spouse Filing ↗ OCR
2026-05-28 N/A $1,001 - $15,000 FAIR ISAAC CORP Spouse Filing ↗ OCR
2026-05-28 N/A $1,001 - $15,000 META PLATFORMS INC CLASS A Spouse Filing ↗ OCR
2026-05-28 N/A $1,001 - $15,000 Mays-Allocate 2025 LP Spouse Filing ↗ OCR
2026-05-27 N/A $50,001 - $100,000 RIO RANCHO N MEX PUB SCH DIST Spouse Filing ↗ OCR
2026-05-27 N/A $1,001 - $15,000 EQT CORP Spouse Filing ↗ OCR
2026-05-26 N/A $50,001 - $100,000 NEW CANAAN CONN GO Spouse Filing ↗ OCR
2026-05-26 N/A $1,001 - $15,000 AMPHENOL CORP CLASS A Spouse Filing ↗ OCR
2026-05-26 N/A $1,001 - $15,000 ATI INC Spouse Filing ↗ OCR
2026-05-26 N/A $1,001 - $15,000 ENTEGIS INC Spouse Filing ↗ OCR
2026-05-26 N/A $1,001 - $15,000 Mays-Allocate LP Spouse Filing ↗ OCR
2026-05-26 N/A $1,001 - $15,000 KEYSIGHT TECHNOLOGIES INC Spouse Filing ↗ OCR
2026-05-26 N/A $1,001 - $15,000 S&P GLOBAL INC Spouse Filing ↗ OCR
2026-05-26 N/A $1,001 - $15,000 NORTHERN TAX-ADVGT ULTRA-SHRT FIXED INC Spouse Filing ↗ OCR
2026-05-26 N/A $1,001 - $15,000 NORTHERN INTERMED TAX EXEMPT FUND Spouse Filing ↗ OCR
2026-05-26 N/A $15,001 - $50,000 NORTHERN INTERMED TAX EXEMPT FUND Spouse Filing ↗ OCR
2026-05-22 N/A $1,001 - $15,000 Mays-Allocate 2025 LP Spouse Filing ↗ OCR
2026-05-22 N/A $1,001 - $15,000 AMPHENOL CORP CLASS A Spouse Filing ↗ OCR
2026-05-22 N/A $1,001 - $15,000 ATI INC Spouse Filing ↗ OCR
2026-05-22 N/A $1,001 - $15,000 KEYSIGHT TECHNOLOGIES INC Spouse Filing ↗ OCR
2026-05-22 N/A $1,001 - $15,000 SIEMENS ENERGY AG SPON ADS Spouse Filing ↗ OCR
2026-05-22 N/A $1,001 - $15,000 Mays-Allocate 2025 LP Spouse Filing ↗ OCR
2026-05-22 N/A $1,001 - $15,000 SPOTIFY TECHNOLOGY S.A. Spouse Filing ↗ OCR
2026-05-22 N/A $1,001 - $15,000 SERVICENOW INC Spouse Filing ↗ OCR
2026-05-22 N/A $1,001 - $15,000 DANAHER CORPORATION Spouse Filing ↗ OCR
2026-05-22 N/A $1,001 - $15,000 ENTEGIS INC Spouse Filing ↗ OCR
2026-05-20 N/A $1,001 - $15,000 ARTHUR J. GALLAGHER & CO. Spouse Filing ↗ OCR
2026-05-18 N/A $1,001 - $15,000 MUELLER WATER PRODUCTS INC Spouse Filing ↗ OCR
2026-05-18 N/A $1,001 - $15,000 MASTERCARD INCORPORATED CL A Spouse Filing ↗ OCR
2026-05-18 N/A $1,001 - $15,000 Mays-Allocate 2025 LP Spouse Filing ↗ OCR
2026-05-18 N/A $1,001 - $15,000 S&P GLOBAL INC Spouse Filing ↗ OCR
2026-05-15 N/A $1,001 - $15,000 MERCADOLIBRE INC Spouse Filing ↗ OCR
2026-05-15 N/A $1,001 - $15,000 MSA SAFETY INC Spouse Filing ↗ OCR
2026-05-14 N/A $1,001 - $15,000 S&P GLOBAL INC Spouse Filing ↗ OCR
2026-05-14 N/A $1,001 - $15,000 DANAHER CORPORATION Spouse Filing ↗ OCR
2026-05-14 N/A $500,001 - $1,000,000 VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF Spouse Filing ↗ OCR
2026-05-14 N/A $15,001 - $50,000 VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF Spouse Filing ↗ OCR
2026-05-13 N/A $100,001 - $250,000 WASHINGTON ST MTR VEH FUEL TAX GO Spouse Filing ↗ OCR
2026-05-13 N/A $1,001 - $15,000 MASTERCARD INCORPORATED CL A Spouse Filing ↗ OCR
2026-05-12 N/A $1,001 - $15,000 MERCADOLIBRE INC Spouse Filing ↗ OCR
2026-05-11 N/A $250,001 - $500,000 WHITTIER CALIF UN HIGH SCH DIST GO Spouse Filing ↗ OCR
2026-05-11 N/A $1,001 - $15,000 EVERPURE, INC. CLASS A Spouse Filing ↗ OCR
2026-05-11 N/A $1,001 - $15,000 CHARTER COMMUNICATIONS INC NEW CL A Spouse Filing ↗ OCR
2026-05-08 N/A $50,001 - $100,000 CALIFORNIA ST GO Spouse Filing ↗ OCR
2026-05-08 N/A $50,001 - $100,000 CALIFORNIA ST GO Spouse Filing ↗ OCR
2026-05-08 N/A $1,001 - $15,000 S&P GLOBAL INC Spouse Filing ↗ OCR
2026-05-08 N/A $1,001 - $15,000 ARTHUR J. GALLAGHER & CO. Spouse Filing ↗ OCR
2026-05-07 N/A $100,001 - $250,000 NEW YORK ST DORM AUTH REVS NON ST Spouse Filing ↗ OCR
2026-05-07 N/A $1,001 - $15,000 VALVOLINE INC Spouse Filing ↗ OCR
2026-05-07 N/A $1,001 - $15,000 COHERENT CORP Spouse Filing ↗ OCR
2026-05-07 N/A $1,001 - $15,000 MASTERCARD INCORPORATED CL A Spouse Filing ↗ OCR
2026-05-07 N/A $1,001 - $15,000 HUMANA INC Spouse Filing ↗ OCR
2026-05-06 N/A $1,001 - $15,000 HAYWARD HLDGS INC Spouse Filing ↗ OCR
2026-05-06 N/A $1,001 - $15,000 COHERENT CORP Spouse Filing ↗ OCR
2026-05-06 N/A $1,001 - $15,000 ARISTA NETWORKS INC Spouse Filing ↗ OCR
2026-05-06 N/A $1,001 - $15,000 Mays-Allocate 2025 LP Spouse Filing ↗ OCR
2026-05-05 N/A $50,001 - $100,000 LOUISIANA-PACIFIC CORP Spouse Filing ↗ OCR
2026-05-05 N/A $1,001 - $15,000 S&P GLOBAL INC Spouse Filing ↗ OCR
2026-05-05 N/A $1,001 - $15,000 Mays-Allocate LP Spouse Filing ↗ OCR
2026-05-05 N/A $1,001 - $15,000 EQT CORP Spouse Filing ↗ OCR
2026-05-04 N/A $50,001 - $100,000 BJS WHSL CLUB HLDGS INC Spouse Filing ↗ OCR
2026-05-04 N/A $1,001 - $15,000 HOULIHAN LOKEY INC CL A Spouse Filing ↗ OCR
2026-05-04 N/A $1,001 - $15,000 DANAHER CORPORATION Spouse Filing ↗ OCR
2026-05-04 N/A $1,001 - $15,000 HUMANA INC Spouse Filing ↗ OCR
2026-05-01 N/A $1,001 - $15,000 CARLISLE COMPANIES INC Spouse Filing ↗ OCR
2026-05-01 N/A $1,001 - $15,000 FTI CONSULTING INC Spouse Filing ↗ OCR
2026-04-30 N/A $1,001 - $15,000 STATE STREET SPDR S&P 500 ETF UNITS Spouse Filing ↗ OCR
2026-04-30 N/A $1,001 - $15,000 STATE STREET SPDR S&P 500 ETF UNITS Spouse Filing ↗ OCR
2026-04-30 N/A $1,001 - $15,000 STATE STREET SPDR S&P 500 ETF UNITS Spouse Filing ↗ OCR
2026-04-29 N/A $100,001 - $250,000 CONNECTICUT ST SPL TAX OBLIG REV SPL Spouse Filing ↗ OCR
2026-04-29 N/A $1,001 - $15,000 TERADYNE INC Spouse Filing ↗ OCR
2026-04-29 N/A $1,001 - $15,000 INTUIT INC Spouse Filing ↗ OCR
2026-04-29 N/A $1,001 - $15,000 Mays-Allocate 2025 LP Spouse Filing ↗ OCR
2026-04-28 N/A $1,001 - $15,000 DANAHER CORPORATION COM Spouse Filing ↗ OCR
2026-04-28 N/A $1,001 - $15,000 S&P GLOBAL INC Spouse Filing ↗ OCR
2026-04-28 N/A $1,001 - $15,000 MASTERCARD INCORPORATED CL A Spouse Filing ↗ OCR
2026-04-28 N/A $1,001 - $15,000 WORKDAY INC CL A Spouse Filing ↗ OCR
2026-04-27 N/A $1,001 - $15,000 Mays-Allocate LP Spouse Filing ↗ OCR
2026-04-27 N/A $1,001 - $15,000 EVERPURE, INC. CLASS A Spouse Filing ↗ OCR
2026-04-27 N/A $1,001 - $15,000 SIEMENS ENERGY AG SPON ADS Spouse Filing ↗ OCR
2026-04-24 N/A $100,001 - $250,000 INDIANAPOLIS IND WTR SYS REV REF REV BDS Spouse Filing ↗ OCR
2026-04-24 N/A $1,001 - $15,000 EQT CORP COM Spouse Filing ↗ OCR
2026-04-24 N/A $1,001 - $15,000 Mays-Allocate 2025 LP Spouse Filing ↗ OCR
2026-04-23 N/A $1,001 - $15,000 INSIGHT ENTERPRISES INC Spouse Filing ↗ OCR
2026-04-23 N/A $1,001 - $15,000 HURON CONSULTING GROUP INC Spouse Filing ↗ OCR
2026-04-23 N/A $1,001 - $15,000 EQT CORP COM Spouse Filing ↗ OCR
2026-04-23 N/A $1,001 - $15,000 WORKDAY INC CL A Spouse Filing ↗ OCR
2026-04-23 N/A $50,001 - $100,000 NORTHERN INTERMED TAX EXEMPT FUND Spouse Filing ↗ OCR
2026-04-20 N/A $1,001 - $15,000 Mays-Allocate LP Spouse Filing ↗ OCR
2026-04-20 N/A $1,001 - $15,000 SAP ADR Spouse Filing ↗ OCR
2026-04-20 N/A $1,001 - $15,000 WORKDAY INC COMCL A Spouse Filing ↗ OCR
2026-04-20 N/A $1,001 - $15,000 INTUIT INC Spouse Filing ↗ OCR
2026-04-20 N/A $1,001 - $15,000 S&P GLOBAL INC COM Spouse Filing ↗ OCR
2026-04-17 N/A $1,001 - $15,000 KEYSIGHT TECHNOLOGIES INC Spouse Filing ↗ OCR
2026-04-17 N/A $1,001 - $15,000 MASTERCARD INCORPORATED CL A Spouse Filing ↗ OCR
2026-04-17 N/A $1,001 - $15,000 META PLATFORMS INC CLASS A Spouse Filing ↗ OCR
2026-04-17 N/A $1,001 - $15,000 REDDIT INC CL A Spouse Filing ↗ OCR
2026-04-16 N/A $50,001 - $100,000 ALLIANCE LAUNDRY HLDGS INC Spouse Filing ↗ OCR
2026-04-15 N/A $100,001 - $250,000 JACKSON CNTY MO SPL OBLIG SPL OBLIG BDS Spouse Filing ↗ OCR
2026-04-14 N/A $1,001 - $15,000 S&P GLOBAL INC COM Spouse Filing ↗ OCR
2026-04-14 N/A $1,001 - $15,000 Mays-Allocate LP Spouse Filing ↗ OCR
2026-04-13 N/A $100,001 - $250,000 LONG BEACH CALIF UNI SCH DIST GO BDS Spouse Filing ↗ OCR
2026-04-10 N/A $1,001 - $15,000 HUMANA INC Spouse Filing ↗ OCR
2026-04-09 N/A $250,001 - $500,000 OHIO ST WTR DEV AUTH REV WTR DEV REV BDS Spouse Filing ↗ OCR
2026-04-09 N/A $1,001 - $15,000 EQT CORP COM Spouse Filing ↗ OCR
2026-04-09 N/A $1,001 - $15,000 ONEMAIN HLDGS INC Spouse Filing ↗ OCR
2026-04-09 N/A $1,001 - $15,000 ESTEE LAUDER COMPANIES INC COM USD0.01 CLASS A Spouse Filing ↗ OCR
2026-04-08 N/A $250,001 - $500,000 VIRGINIA COLLEGE BLDG AUTH VA EDL Spouse Filing ↗ OCR
2026-04-08 N/A $100,001 - $250,000 IOWA ST SPL OBLIG IJOB PROG SPL OBLIG Spouse Filing ↗ OCR
2026-04-08 N/A $1,001 - $15,000 Mays-Allocate LP Spouse Filing ↗ OCR
2026-04-08 N/A $1,001 - $15,000 ESTEE LAUDER COMPANIES INC CLASS A Spouse Filing ↗ OCR
2026-04-07 N/A $100,001 - $250,000 UNIVERSITY HOUSTON TEX UNIV REVS Spouse Filing ↗ OCR
2026-04-07 N/A $100,001 - $250,000 CALIFORNIA INFRASTRUCTURE Spouse Filing ↗ OCR
2026-04-07 N/A $1,001 - $15,000 ARTHUR J. GALLAGHER & CO. ISIN #US3635761097 SEDOL #BD1QWJ0 Spouse Filing ↗ OCR
2026-04-06 N/A $1,001 - $15,000 ARTHUR J. GALLAGHER & CO. Spouse Filing ↗ OCR
2026-04-03 N/A $1,001 - $15,000 Mays-Allocate 2025 LP Spouse Filing ↗ OCR
2026-04-02 N/A $1,001 - $15,000 INTUIT INC Spouse Filing ↗ OCR
2026-04-02 N/A $50,001 - $100,000 CLIFFWATER ENHANCED LENDING FUND INSTL Spouse Filing ↗ OCR
2026-04-02 N/A $50,001 - $100,000 CLIFFWATER CORPORATE LENDING FUND I Spouse Filing ↗ OCR
2026-04-02 N/A $50,001 - $100,000 CLIFFWATER ENHANCED LENDING FUND INSTL Spouse Filing ↗ OCR
2026-04-01 N/A $1,001 - $15,000 S&P GLOBAL INC Spouse Filing ↗ OCR
2026-04-01 N/A $1,001 - $15,000 MASTERCARD INCORPORATED CL A Spouse Filing ↗ OCR
2026-04-01 N/A $1,001 - $15,000 ESTEE LAUDER COMPANIES INC CLASS A Spouse Filing ↗ OCR
2026-03-31 N/A $50,001 - $100,000 Mays Allocate LP Spouse Filing ↗ OCR
2026-03-31 N/A $15,001 - $50,000 EQT CORP COM Spouse Filing ↗ OCR
2026-03-31 N/A $1,001 - $15,000 S&P GLOBAL INC COM Spouse Filing ↗ OCR
2026-03-31 N/A $1,001 - $15,000 Lewis & Clark Agrifood Fund II LP Spouse Filing ↗ OCR
2026-03-31 N/A $1,001 - $15,000 ASML HOLDING NV Spouse Filing ↗ OCR
2026-03-31 N/A $1,001 - $15,000 WOODWARD INC Spouse Filing ↗ OCR
2026-03-31 N/A $50,001 - $100,000 SHELL PLC SPON ADS Spouse Filing ↗ OCR
2026-03-31 N/A $1,001 - $15,000 VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF Spouse Filing ↗ OCR
2026-03-31 N/A $1,001 - $15,000 VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF Spouse Filing ↗ OCR
2026-03-31 N/A $1,001 - $15,000 VANGUARD INDEX FUNDS S&P 500 ETF USD Spouse Filing ↗ OCR
2026-03-31 N/A $1,001 - $15,000 VANGUARD INDEX FUNDS S&P 500 ETF USD Spouse Filing ↗ OCR
2026-03-31 N/A $1,001 - $15,000 VANGUARD INDEX FUNDS S&P 500 ETF USD Spouse Filing ↗ OCR
2026-03-31 N/A $1,001 - $15,000 VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF Filing ↗ OCR
2026-03-30 N/A $1,001 - $15,000 DFA EMERGING MRKTS CORE EQU PORTF Spouse Filing ↗ OCR
2026-03-30 N/A $1,001 - $15,000 DFA INTERNATIONAL CORE EQUITY Spouse Filing ↗ OCR
2026-03-27 N/A $100,001 - $250,000 LANSING MICH BRD WTR & LT UTIL SYS REV Spouse Filing ↗ OCR
2026-03-27 N/A $1,001 - $15,000 BOSTON SCIENTIFIC CORP Spouse Filing ↗ OCR
2026-03-27 N/A $1,001 - $15,000 Mays Allocate 2025 LP Spouse Filing ↗ OCR
2026-03-27 N/A $1,001 - $15,000 VANGUARD TOTAL STOCK MARKET INDEX ADMIRAL Spouse Filing ↗ OCR
2026-03-27 N/A $1,001 - $15,000 VANGUARD TOTAL STOCK MARKET INSTL Spouse Filing ↗ OCR
2026-03-27 N/A $1,001 - $15,000 VANGUARD TOTAL STOCK MARKET INDEX ADMIRAL Spouse Filing ↗ OCR
2026-03-26 N/A $100,001 - $250,000 NORTHERN TAX ADVGT ULTRA SHRT FIXED INC Spouse Filing ↗ OCR
2026-03-26 N/A $1,001 - $15,000 DIMENSIONAL ETF TRUST INTERNATIONAL CORE EQUITY 2 ETF Spouse Filing ↗ OCR
2026-03-26 N/A $1,001 - $15,000 DIMENSIONAL ETF TRUST INTERNATIONAL CORE EQUITY 2 ETF Spouse Filing ↗ OCR
2026-03-26 N/A $1,001 - $15,000 DIMENSIONAL ETF TRUST INTERNATIONAL CORE EQUITY 2 ETF Spouse Filing ↗ OCR
2026-03-25 N/A $15,001 - $50,000 ARTHUR J GALLAGHER & CO Spouse Filing ↗ OCR
2026-03-25 N/A $50,001 - $100,000 AON PLC SHS CL A Spouse Filing ↗ OCR
2026-03-24 N/A $500,001 - $1,000,000 Cedar Holdings LP INV 1292 Spouse Filing ↗ OCR
2026-03-24 N/A $1,001 - $15,000 S&P GLOBAL INC COM Spouse Filing ↗ OCR
2026-03-24 N/A $1,001 - $15,000 NORTHERN INTERMED TAX EXEMPT FUND Spouse Filing ↗ OCR
2026-03-24 N/A $1,001 - $15,000 VANGUARD DEVELOPED MARKETS INDEX FUND ETF Spouse Filing ↗ OCR
2026-03-23 N/A $1,001 - $15,000 SAP ADR Spouse Filing ↗ OCR
2026-03-23 N/A $50,001 - $100,000 NORTHERN TAX ADVGT ULTRA SHRT FIXED INC Spouse Filing ↗ OCR
2026-03-23 N/A $100,001 - $250,000 ALEXANDRIA REAL ESTATE EQUITIES Spouse Filing ↗ OCR
2026-03-23 N/A $1,001 - $15,000 GLOBAL PAYMENTS INC Spouse Filing ↗ OCR
2026-03-23 N/A $1,001 - $15,000 BAXTER INTERNATIONAL INC Spouse Filing ↗ OCR
2026-03-23 N/A $100,001 - $250,000 HEALTHPEAK PROPERTIES INC Spouse Filing ↗ OCR
2026-03-20 N/A $1,001 - $15,000 INTUIT INC Spouse Filing ↗ OCR
2026-03-20 N/A $1,001 - $15,000 Mays Allocate 2025 LP Spouse Filing ↗ OCR
2026-03-20 N/A $1,001 - $15,000 S&P GLOBAL INC COM Spouse Filing ↗ OCR
2026-03-20 N/A $500,001 - $1,000,000 NORTHERN TAX ADVGT ULTRA SHRT FIXED INC Spouse Filing ↗ OCR
2026-03-20 N/A $1,001 - $15,000 ISHARES CORE S&P 500 ETF Spouse Filing ↗ OCR
2026-03-20 N/A $1,001 - $15,000 ISHARES CORE S&P 500 ETF Spouse Filing ↗ OCR
2026-03-20 N/A $1,001 - $15,000 ISHARES CORE S&P 500 ETF Spouse Filing ↗ OCR
2026-03-19 N/A $1,001 - $15,000 SAP ADR Spouse Filing ↗ OCR
2026-03-18 N/A $100,001 - $250,000 BULLOCH CNTY GA DEV AUTH STUDENT HSG REV Spouse Filing ↗ OCR
2026-03-18 N/A $50,001 - $100,000 ALBANY DOUGHERTY GA PAYROLL DEV AUTH Spouse Filing ↗ OCR
2026-03-18 N/A $1,001 - $15,000 S&P GLOBAL INC COM Spouse Filing ↗ OCR
2026-03-17 N/A $1,001 - $15,000 MASTERCARD INCORPORATED CL A Spouse Filing ↗ OCR
2026-03-17 N/A $1,001 - $15,000 INTUIT INC Spouse Filing ↗ OCR
2026-03-17 N/A $1,001 - $15,000 S&P GLOBAL INC COM Spouse Filing ↗ OCR
2026-03-16 N/A $100,001 - $250,000 JACKSONVILLE FLA TRANS REV Spouse Filing ↗ OCR
2026-03-16 N/A $100,001 - $250,000 Mays Allocate 2025 LP Spouse Filing ↗ OCR
2026-03-16 N/A $50,001 - $100,000 LOS ANGELES CALIF DEPT ARPTS REV Spouse Filing ↗ OCR
2026-03-16 N/A $15,001 - $50,000 Albany Rd Strategic Opp Fund LLC Spouse Filing ↗ OCR
2026-03-16 N/A $1,001 - $15,000 Mays Allocate LP Spouse Filing ↗ OCR
2026-03-13 N/A $15,001 - $50,000 S&P GLOBAL INC COM Spouse Filing ↗ OCR
2026-03-13 N/A $1,001 - $15,000 STANLEY BLACK & DECKER INC Spouse Filing ↗ OCR
2026-03-13 N/A $1,001 - $15,000 GENUINE PARTS CO COM USD1 00 Spouse Filing ↗ OCR
2026-03-12 N/A $15,001 - $50,000 ARTHUR J GALLAGHER & CO Spouse Filing ↗ OCR
2026-03-12 N/A $1,001 - $15,000 INTUIT INC Spouse Filing ↗ OCR
2026-03-12 N/A $1,001 - $15,000 MERCADOLIBRE INC Spouse Filing ↗ OCR
2026-03-12 N/A $15,001 - $50,000 HILTON WORLDWIDE HLDGS INC Spouse Filing ↗ OCR
2026-03-12 N/A $50,001 - $100,000 AON PLC SHS CL A Spouse Filing ↗ OCR
2026-03-11 N/A $1,001 - $15,000 WOODWARD INC Spouse Filing ↗ OCR
2026-03-10 N/A $1,001 - $15,000 INTUIT INC Spouse Filing ↗ OCR
2026-03-06 N/A $15,001 - $50,000 Mays Allocate 2025 LP Spouse Filing ↗ OCR
2026-03-06 N/A $1,001 - $15,000 SAP ADR Spouse Filing ↗ OCR
2026-03-05 N/A $100,001 - $250,000 CHEMEKETA ORE CMNTY COLLEGE DIST GO REF Spouse Filing ↗ OCR
2026-03-05 N/A $1,001 - $15,000 DANAHER CORPORATION COM Spouse Filing ↗ OCR
2026-03-04 N/A $15,001 - $50,000 Mays Allocate LP Spouse Filing ↗ OCR
2026-03-04 N/A $15,001 - $50,000 ARTHUR J GALLAGHER & CO Spouse Filing ↗ OCR
2026-03-04 N/A $1,001 - $15,000 SERVICENOW INC Spouse Filing ↗ OCR
2026-03-04 N/A $1,001 - $15,000 AUTODESK INC Spouse Filing ↗ OCR
2026-03-04 N/A $1,001 - $15,000 ABBOTT LABORATORIES Spouse Filing ↗ OCR
2026-03-04 N/A $50,001 - $100,000 AON PLC SHS CL A Spouse Filing ↗ OCR
2026-03-04 N/A $50,001 - $100,000 PLEXUS CORP Spouse Filing ↗ OCR
2026-03-04 N/A $100,001 - $250,000 PAYCHEX INC Spouse Filing ↗ OCR
2026-03-04 N/A $1,001 - $15,000 INTERNATIONAL BUS MACH CORP Spouse Filing ↗ OCR
2026-03-04 N/A $100,001 - $250,000 CHEVRON CORP Spouse Filing ↗ OCR
2026-03-03 N/A $15,001 - $50,000 INSIGHT ENTERPRISES INC Spouse Filing ↗ OCR
2026-03-03 N/A $1,001 - $15,000 AERCAP HOLDINGS N V Spouse Filing ↗ OCR
2026-03-03 N/A $1,001 - $15,000 HILTON WORLDWIDE HLDGS INC Spouse Filing ↗ OCR
2026-03-02 N/A $100,001 - $250,000 TENNESSEE HSG DEV AGY RESIDENTIAL FIN Spouse Filing ↗ OCR
2026-03-02 N/A $15,001 - $50,000 MASTERCARD INCORPORATED CL A Spouse Filing ↗ OCR
2026-03-02 N/A $1,001 - $15,000 INTUIT INC Spouse Filing ↗ OCR
2026-03-02 N/A $1,001 - $15,000 MERCADOLIBRE INC Spouse Filing ↗ OCR
2026-03-02 N/A $50,001 - $100,000 EQUITABLE HLDGS INC COM Spouse Filing ↗ OCR
2026-03-02 N/A $50,001 - $100,000 LPL FINANCIAL HOLDINGS INC Spouse Filing ↗ OCR
2026-02-27 N/A $1,001 - $15,000 HPS Special Opp Fund II LP Spouse Filing ↗ OCR
2026-02-27 N/A $1,001 - $15,000 HURON CONSULTING GROUP INC Spouse Filing ↗ OCR
2026-02-27 N/A $1,001 - $15,000 LOUISIANA-PACIFIC CORP Spouse Filing ↗ OCR
2026-02-27 N/A $1,001 - $15,000 FTI CONSULTING INC Spouse Filing ↗ OCR
2026-02-27 N/A $1,001 - $15,000 AUTODESK INC Spouse Filing ↗ OCR
2026-02-27 N/A $1,001 - $15,000 SPOTIFY TECHNOLOGY S.A. COM Spouse Filing ↗ OCR
2026-02-27 N/A $1,001 - $15,000 MERCADOLIBRE INC COM Spouse Filing ↗ OCR
2026-02-27 N/A $1,001 - $15,000 WORKDAY INC COM CL A Spouse Filing ↗ OCR
2026-02-27 N/A $1,001 - $15,000 ORACLE CORP Spouse Filing ↗ OCR
2026-02-27 N/A $1,001 - $15,000 NETFLIX INC Spouse Filing ↗ OCR
2026-02-27 N/A $1,001 - $15,000 HPS Special Opp Fund II LP Spouse Filing ↗ OCR
2026-02-27 N/A $1,001 - $15,000 MICROSOFT CORP Spouse Filing ↗ OCR
2026-02-27 N/A $1,001 - $15,000 WOODWARD INC COM Spouse Filing ↗ OCR
2026-02-26 N/A $100,001 - $250,000 HAWAII ST GO BDS Spouse Filing ↗ OCR
2026-02-26 N/A $1,001 - $15,000 Formentera Partners Fund III LP Spouse Filing ↗ OCR
2026-02-26 N/A $1,001 - $15,000 PURE STORAGE INC CL A Spouse Filing ↗ OCR
2026-02-24 N/A $100,001 - $250,000 Mays-Allocate 2025 LP Spouse Filing ↗ OCR
2026-02-24 N/A $1,001 - $15,000 PTC INC Spouse Filing ↗ OCR
2026-02-23 N/A $1,001 - $15,000 VULCAN MATERIALS CO Spouse Filing ↗ OCR
2026-02-23 N/A $1,001 - $15,000 MARTIN MARIETTA MATERIALS INC Spouse Filing ↗ OCR
2026-02-23 N/A $15,001 - $50,000 HILTON WORLDWIDE HLDGS INC Spouse Filing ↗ OCR
2026-02-20 N/A $1,001 - $15,000 META PLATFORMS INC CLASS A Spouse Filing ↗ OCR
2026-02-20 N/A $1,001 - $15,000 Mays-Allocate 2025 LP Spouse Filing ↗ OCR
2026-02-20 N/A $1,001 - $15,000 GENUINE PARTS CO Spouse Filing ↗ OCR
2026-02-20 N/A $1,001 - $15,000 CVS HEALTH CORPORATION Spouse Filing ↗ OCR
2026-02-19 N/A Spouse/DC Over $1,000,000 NORTHERN INTERMED TAX EXEMPT FUND Spouse Filing ↗ OCR
2026-02-18 N/A $1,001 - $15,000 PRIMERICA INC COM Spouse Filing ↗ OCR
2026-02-18 N/A $1,001 - $15,000 WOODWARD INC COM Spouse Filing ↗ OCR
2026-02-17 N/A $1,001 - $15,000 INTUIT INC Spouse Filing ↗ OCR
2026-02-17 N/A $1,001 - $15,000 NETFLIX INC Spouse Filing ↗ OCR
2026-02-17 N/A $1,001 - $15,000 LONDON STOCK EXCHANGE GROUP SPON ADS Spouse Filing ↗ OCR
2026-02-17 N/A $1,001 - $15,000 NORTHERN TAX-ADVGT ULTRA-SHRT FIXED INC Spouse Filing ↗ OCR
2026-02-17 N/A $1,001 - $15,000 BAYER AG SPON ADR Spouse Filing ↗ OCR
2026-02-17 N/A $1,001 - $15,000 MARTIN MARIETTA MATERIALS INC Spouse Filing ↗ OCR
2026-02-17 N/A $1,001 - $15,000 NORTHERN TAX-ADVGT ULTRA-SHRT FIXED INC Spouse Filing ↗ OCR
2026-02-17 N/A $250,001 - $500,000 BAXTER INTERNATIONAL INC Spouse Filing ↗ OCR
2026-02-13 N/A $1,001 - $15,000 CH Private Equity 2025 Fund LP Spouse Filing ↗ OCR
2026-02-13 N/A $1,001 - $15,000 HOULIHAN LOKEY INC CL A Spouse Filing ↗ OCR
2026-02-13 N/A $1,001 - $15,000 PURE STORAGE INC CL A Spouse Filing ↗ OCR
2026-02-13 N/A $1,001 - $15,000 SAP ADR Spouse Filing ↗ OCR
2026-02-13 N/A $1,001 - $15,000 UBER TECHNOLOGIES INC COM Spouse Filing ↗ OCR
2026-02-13 N/A $1,001 - $15,000 AMAZON.COM INC Spouse Filing ↗ OCR
2026-02-13 N/A $15,001 - $50,000 AERCAP HOLDINGS N.V. Spouse Filing ↗ OCR
2026-02-12 N/A $1,001 - $15,000 HURON CONSULTING GROUP INC Spouse Filing ↗ OCR
2026-02-12 N/A $1,001 - $15,000 FTI CONSULTING INC Spouse Filing ↗ OCR
2026-02-11 N/A Over $50,000,000 NORTHERN TAX-ADVGT ULTRA-SHRT FIXED INC Spouse Filing ↗ OCR
2026-02-11 N/A $500,001 - $1,000,000 NORTHERN TAX-ADVGT ULTRA-SHRT FIXED INC Spouse Filing ↗ OCR
2026-02-11 N/A $500,001 - $1,000,000 NORTHERN INTERMED TAX EXEMPT FUND Spouse Filing ↗ OCR
2026-02-11 N/A $250,001 - $500,000 NORTHERN TAX-ADVGT ULTRA-SHRT FIXED INC Spouse Filing ↗ OCR
2026-02-11 N/A $250,001 - $500,000 NORTHERN TAX-ADVGT ULTRA-SHRT FIXED INC Spouse Filing ↗ OCR
2026-02-11 N/A $250,001 - $500,000 NORTHERN INTERMED TAX EXEMPT FUND Spouse Filing ↗ OCR
2026-02-11 N/A $100,001 - $250,000 NORTHERN INTERMED TAX EXEMPT FUND Spouse Filing ↗ OCR
2026-02-11 N/A $100,001 - $250,000 NORTHERN TAX-ADVGT ULTRA-SHRT FIXED INC Spouse Filing ↗ OCR
2026-02-11 N/A $100,001 - $250,000 NORTHERN INTERMED TAX EXEMPT FUND Spouse Filing ↗ OCR
2026-02-11 N/A $100,001 - $250,000 NORTHERN TAX-ADVGT ULTRA-SHRT FIXED INC Spouse Filing ↗ OCR
2026-02-11 N/A $100,001 - $250,000 NORTHERN TAX-ADVGT ULTRA-SHRT FIXED INC Spouse Filing ↗ OCR
2026-02-11 N/A $100,001 - $250,000 NORTHERN TAX-ADVGT ULTRA-SHRT FIXED INC Spouse Filing ↗ OCR
2026-02-11 N/A $100,001 - $250,000 NORTHERN INTERMED TAX EXEMPT FUND Spouse Filing ↗ OCR
2026-02-11 N/A $100,001 - $250,000 NORTHERN INTERMED TAX EXEMPT FUND Spouse Filing ↗ OCR
2026-02-11 N/A $100,001 - $250,000 NORTHERN INTERMED TAX EXEMPT FUND Spouse Filing ↗ OCR
2026-02-11 N/A $100,001 - $250,000 NORTHERN INTERMED TAX EXEMPT FUND Spouse Filing ↗ OCR
2026-02-11 N/A $100,001 - $250,000 NORTHERN TAX-ADVGT ULTRA-SHRT FIXED INC Spouse Filing ↗ OCR
2026-02-11 N/A $1,001 - $15,000 NORTHERN TAX-ADVGT ULTRA-SHRT FIXED INC Spouse Filing ↗ OCR
2026-02-11 N/A $1,001 - $15,000 NORTHERN INTERMED TAX EXEMPT FUND Spouse Filing ↗ OCR
2026-02-11 N/A $1,001 - $15,000 NORTHERN INTERMED TAX EXEMPT FUND Spouse Filing ↗ OCR
2026-02-11 N/A $1,001 - $15,000 META PLATFORMS INC CLASS A Spouse Filing ↗ OCR
2026-02-11 N/A $1,001 - $15,000 ORACLE CORP Spouse Filing ↗ OCR
2026-02-11 N/A $1,001 - $15,000 REDDIT INC CL A Spouse Filing ↗ OCR
2026-02-11 N/A $1,001 - $15,000 INTUIT INC Spouse Filing ↗ OCR
2026-02-11 N/A $250,001 - $500,000 NORTHERN TAX-ADVGT ULTRA-SHRT FIXED INC Spouse Filing ↗ OCR
2026-02-11 N/A $100,001 - $250,000 NORTHERN INTERMED TAX EXEMPT FUND Spouse Filing ↗ OCR
2026-02-10 N/A $1,001 - $15,000 SPOTIFY TECHNOLOGY S.A. COM Spouse Filing ↗ OCR
2026-02-10 N/A $1,001 - $15,000 ENTEGRIS INC Spouse Filing ↗ OCR
2026-02-10 N/A $1,001 - $15,000 SAP ADR Spouse Filing ↗ OCR
2026-02-10 N/A $1,001 - $15,000 LONDON STOCK EXCHANGE GROUP SPON ADS Spouse Filing ↗ OCR
2026-02-10 N/A $1,001 - $15,000 WORKDAY INC COM CL A Spouse Filing ↗ OCR
2026-02-10 N/A $15,001 - $50,000 WOODWARD INC COM Spouse Filing ↗ OCR
2026-02-10 N/A $15,001 - $50,000 AMAZON.COM INC Spouse Filing ↗ OCR
2026-02-06 N/A $1,001 - $15,000 HILTON WORLDWIDE HLDGS INC Spouse Filing ↗ OCR
2026-02-06 N/A $1,001 - $15,000 BAYER AG SPON ADR Spouse Filing ↗ OCR
2026-02-06 N/A $250,001 - $500,000 HEALTHPEAK PROPERTIES INC COM Spouse Filing ↗ OCR
2026-02-05 N/A $1,001 - $15,000 ABBOTT LABORATORIES Spouse Filing ↗ OCR
2026-02-05 N/A $1,001 - $15,000 Mays-Allocate LP Spouse Filing ↗ OCR
2026-02-05 N/A $1,001 - $15,000 SAP ADR Spouse Filing ↗ OCR
2026-02-05 N/A $1,001 - $15,000 INTUIT INC Spouse Filing ↗ OCR
2026-02-05 N/A $1,001 - $15,000 NETFLIX INC Spouse Filing ↗ OCR
2026-02-05 N/A $1,001 - $15,000 WORKDAY INC COM CL A Spouse Filing ↗ OCR
2026-02-05 N/A $15,001 - $50,000 GE VERNOVA INC COM Spouse Filing ↗ OCR
2026-02-04 N/A $100,001 - $250,000 PHOENIX ARIZ CIVIC IMPT CORP WTR SYS Spouse Filing ↗ OCR
2026-02-04 N/A $100,001 - $250,000 CAVCO INDUSTRIES INC Spouse Filing ↗ OCR
2026-02-04 N/A $1,001 - $15,000 Mays-Allocate 2025 LP Spouse Filing ↗ OCR
2026-02-04 N/A $1,001 - $15,000 FAIR ISAAC CORP Spouse Filing ↗ OCR
2026-02-04 N/A $1,001 - $15,000 TERADYNE INC COM Spouse Filing ↗ OCR
2026-02-04 N/A $1,001 - $15,000 ENTEGRIS INC Spouse Filing ↗ OCR
2026-02-04 N/A $1,001 - $15,000 SPOTIFY TECHNOLOGY S.A. COM Spouse Filing ↗ OCR
2026-02-04 N/A $1,001 - $15,000 GE VERNOVA INC COM Spouse Filing ↗ OCR
2026-02-04 N/A $1,001 - $15,000 DEXCOM INC Spouse Filing ↗ OCR
2026-02-04 N/A $15,001 - $50,000 ALPHABET INC CAP STK CL A Spouse Filing ↗ OCR
2026-02-03 N/A $1,001 - $15,000 MUELLER WATER PRODUCTS INC Spouse Filing ↗ OCR
2026-02-03 N/A $1,001 - $15,000 SAP ADR Spouse Filing ↗ OCR
2026-02-03 N/A $1,001 - $15,000 WOODWARD INC COM Spouse Filing ↗ OCR
2026-02-02 N/A $1,001 - $15,000 ESTEE LAUDER COMPANIES INC CLASS A Spouse Filing ↗ OCR
2026-01-30 N/A $1,001 - $15,000 NETFLIX INC Spouse Filing ↗ OCR
2026-01-30 N/A $1,001 - $15,000 Mays-Allocate LP Spouse Filing ↗ OCR
2026-01-30 N/A $1,001 - $15,000 SAP ADR Spouse Filing ↗ OCR
2026-01-30 N/A $1,001 - $15,000 INTUIT INC Spouse Filing ↗ OCR
2026-01-30 N/A $1,001 - $15,000 WORKDAY INC Spouse Filing ↗ OCR
2026-01-30 N/A $1,001 - $15,000 MICROSOFT CORP Spouse Filing ↗ OCR
2026-01-30 N/A $1,001 - $15,000 MERCADOLIBRE INC Spouse Filing ↗ OCR
2026-01-29 N/A $50,001 - $100,000 Linden Structured Capital Fd II Spouse Filing ↗ OCR
2026-01-29 N/A $1,001 - $15,000 PURE STORAGE INC CL A Spouse Filing ↗ OCR
2026-01-28 N/A $1,001 - $15,000 INSIGHT ENTERPRISES INC Spouse Filing ↗ OCR
2026-01-26 N/A $1,001 - $15,000 MERCADOLIBRE INC Spouse Filing ↗ OCR
2026-01-22 N/A $1,001 - $15,000 HPS Special Opp Fund II LP Spouse Filing ↗ OCR
2026-01-22 N/A $1,001 - $15,000 Mays-Allocate 2025 LP Spouse Filing ↗ OCR
2026-01-22 N/A $1,001 - $15,000 HPS Special Opp Fund II LP Spouse Filing ↗ OCR
2026-01-21 N/A $250,001 - $500,000 FTI CONSULTING INC Spouse Filing ↗ OCR
2026-01-21 N/A $1,001 - $15,000 BDT Capital Partners Fund 3 LP Spouse Filing ↗ OCR
2026-01-21 N/A $1,001 - $15,000 BDT Capital Partners Fund 4 LP Spouse Filing ↗ OCR
2026-01-15 N/A $250,001 - $500,000 Levine Leichtman Capital Partners VII LP Spouse Filing ↗ OCR
2026-01-14 N/A $1,001 - $15,000 Mays-Allocate LP Spouse Filing ↗ OCR
2026-01-14 N/A $1,001 - $15,000 Mays-Allocate 2025 LP Spouse Filing ↗ OCR
2026-01-13 N/A $1,001 - $15,000 MERCADOLIBRE INC Spouse Filing ↗ OCR
2026-01-13 N/A $1,001 - $15,000 SAP ADR Spouse Filing ↗ OCR
2026-01-13 N/A $1,001 - $15,000 COMCAST CORP Spouse Filing ↗ OCR
2026-01-09 N/A $1,001 - $15,000 Mays-Allocate LP Spouse Filing ↗ OCR
2025-12-29 N/A $1,001 - $15,000 Lewis & Clark Spouse Filing ↗ OCR
2025-12-26 N/A $50,001 - $100,000 Mays-Allocate LP Spouse Filing ↗ OCR
2025-12-26 N/A $1,001 - $15,000 Mays-Allocate 2025 LP Spouse Filing ↗ OCR
2025-12-26 N/A Spouse/DC Over $1,000,000 DIMENSIONAL INTL CORE Spouse Filing ↗ OCR
2025-12-24 N/A $1,001 - $15,000 DFA International Core ETF Spouse Filing ↗ OCR
2025-12-24 N/A $1,001 - $15,000 VANGUARD TOTAL STOCK Spouse Filing ↗ OCR
2025-12-24 N/A $50,001 - $100,000 DFA International Core ETF Spouse Filing ↗ OCR
2025-12-24 N/A $1,001 - $15,000 VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF Filing ↗ OCR
2025-12-23 N/A $500,001 - $1,000,000 NEBRASKA INVST FIN AT SFH Spouse Filing ↗ OCR
2025-12-23 N/A $50,001 - $100,000 Dawson Portfolio Finance 6 LP Spouse Filing ↗ OCR
2025-12-23 N/A $1,001 - $15,000 LONDON STOCK EX GRP ADR SPON Spouse Filing ↗ OCR
2025-12-23 N/A $500,001 - $1,000,000 DFA International Core ETF Spouse Filing ↗ OCR
2025-12-23 N/A $100,001 - $250,000 DFA International Core ETF Spouse Filing ↗ OCR
2025-12-23 N/A $1,001 - $15,000 VANGUARD TOTAL STOCK MARKET INDEX FD ADMIRAL SHARES Spouse Filing ↗ OCR
2025-12-23 N/A Spouse/DC Over $1,000,000 DFA International Core ETF Spouse Filing ↗ OCR
2025-12-23 N/A $1,001 - $15,000 VANGUARD TOTAL STOCK MARKET INDEX FUND INSTL SHARES Spouse Filing ↗ OCR
2025-12-23 N/A $100,001 - $250,000 DFA International Core ETF Spouse Filing ↗ OCR
2025-12-23 N/A $1,001 - $15,000 VANGUARD TOTAL STOCK MARKET INDEX FD ADMIRAL SHARES Spouse Filing ↗ OCR
2025-12-23 N/A Spouse/DC Over $1,000,000 DFA International Core ETF Spouse Filing ↗ OCR
2025-12-22 N/A $1,001 - $15,000 Mueller Water Products Inc Spouse Filing ↗ OCR
2025-12-22 N/A $1,001 - $15,000 MERCADOLIBRE INC Spouse Filing ↗ OCR
2025-12-22 N/A $1,001 - $15,000 LONDON STOCK EX GRP ADR SPON Spouse Filing ↗ OCR
2025-12-19 N/A $100,001 - $250,000 Mays-Allocate 2025 LP Spouse Filing ↗ OCR
2025-12-19 N/A $50,001 - $100,000 LKCM Headwater Investments IV LP Spouse Filing ↗ OCR
2025-12-19 N/A $100,001 - $250,000 Mueller Water Products Inc Spouse Filing ↗ OCR
2025-12-19 N/A $1,001 - $15,000 Mays-Allocate LP Spouse Filing ↗ OCR
2025-12-19 N/A $1,001 - $15,000 MERCADOLIBRE INC Spouse Filing ↗ OCR
2025-12-19 N/A $15,001 - $50,000 Laguna Water III Spouse Filing ↗ OCR
2025-12-19 N/A $1,001 - $15,000 NATIONWIDE GENEVA MID-CAP GROWTH FUND CLASS A Spouse Filing ↗ OCR
2025-12-18 N/A $100,001 - $250,000 Linden Structured Capital Fd II Spouse Filing ↗ OCR
2025-12-18 N/A $100,001 - $250,000 LEE CNTY FLA SCH BRD Spouse Filing ↗ OCR
2025-12-18 N/A $1,001 - $15,000 MERCADOLIBRE INC Spouse Filing ↗ OCR
2025-12-17 N/A $1,001 - $15,000 SIEMENS ENERGY AG-UNSP Spouse Filing ↗ OCR
2025-12-17 N/A $1,001 - $15,000 SAP SE-SPONSORED ADR Spouse Filing ↗ OCR
2025-12-17 N/A $500,001 - $1,000,000 FIDELITY ADVISOR FLOATING RATE HIGH INCOME FUND. Spouse Filing ↗ OCR
2025-12-16 N/A $100,001 - $250,000 BDT Capital Partners Fund 4 LP Spouse Filing ↗ OCR
2025-12-16 N/A $1,001 - $15,000 SIEMENS ENERGY AG-UNSP Spouse Filing ↗ OCR
2025-12-16 N/A $1,001 - $15,000 MERCADOLIBRE INC Spouse Filing ↗ OCR
2025-12-16 N/A $1,001 - $15,000 SAP SE-SPONSORED ADR Spouse Filing ↗ OCR
2025-12-16 N/A $500,001 - $1,000,000 HARDING LOEVNER INTL Spouse Filing ↗ OCR
2025-12-16 N/A $50,001 - $100,000 HARDING LOEVNER INTL Spouse Filing ↗ OCR
2025-12-16 N/A $1,001 - $15,000 HARDING LOEVNER INTL Spouse Filing ↗ OCR
2025-12-15 N/A $1,001 - $15,000 AMAZON.COM INC Spouse Filing ↗ OCR
2025-12-15 N/A $1,001 - $15,000 MERCADOLIBRE INC Spouse Filing ↗ OCR
2025-12-15 N/A $100,001 - $250,000 ALEXANDRIA REAL EST EQTS Spouse Filing ↗ OCR
2025-12-15 N/A $100,001 - $250,000 BAXTER INTERNL INC Spouse Filing ↗ OCR
2025-12-15 N/A $100,001 - $250,000 CENCORA INC Spouse Filing ↗ OCR
2025-12-12 N/A $250,001 - $500,000 EQV Alpha Partners LLC Spouse Filing ↗ OCR
2025-12-12 N/A $1,001 - $15,000 Mays-Allocate LP Spouse Filing ↗ OCR
2025-12-12 N/A $1,001 - $15,000 DFA EMERGING MARKETS Spouse Filing ↗ OCR
2025-12-11 N/A $1,001 - $15,000 MERCADOLIBRE INC Spouse Filing ↗ OCR
2025-12-11 N/A $1,001 - $15,000 DFA EMERGING MARKETS CORE EQUITY 2 PORTFOLIO INSTL CLASS Spouse Filing ↗ OCR
2025-12-11 N/A $1,001 - $15,000 DFA EMERGING MARKETS CORE EQUITY 2 PORTFOLIO INSTL CLASS Spouse Filing ↗ OCR
2025-12-11 N/A $1,001 - $15,000 DFA INTERNATIONAL CORE EQUITY 2 PORTFOLIO INSTL CLASS Spouse Filing ↗ OCR
2025-12-09 N/A $50,001 - $100,000 ALLY FINL INC Spouse Filing ↗ OCR
2025-12-08 N/A $1,001 - $15,000 SAP SE-SPONSORED ADR Spouse Filing ↗ OCR
2025-12-08 N/A $1,001 - $15,000 Mays-Allocate 2025 LP Spouse Filing ↗ OCR
2025-12-04 N/A $50,001 - $100,000 GLOBAL PMTS INC GEORGIA Spouse Filing ↗ OCR
2025-12-04 N/A $50,001 - $100,000 TYSON FOODS INC CL A Spouse Filing ↗ OCR
2025-12-04 N/A $50,001 - $100,000 CENCORA INC Spouse Filing ↗ OCR
2025-12-04 N/A $50,001 - $100,000 MERCK AND CO INC SHS Spouse Filing ↗ OCR
2025-12-03 N/A $1,001 - $15,000 VANGUARD LONG TERM TAX Spouse Filing ↗ OCR
2025-12-01 N/A $1,001 - $15,000 VANGUARD LONG TERM TAX Spouse Filing ↗ OCR

Sales

205 trades
DateSymbolAmountAsset
2026-06-29 N/A $1,001 - $15,000 AERCAP HOLDINGS N V Spouse Filing ↗ OCR
2026-06-26 N/A $100,001 - $250,000 CHEVRON CORP Spouse Filing ↗ OCR
2026-06-25 N/A $1,001 - $15,000 AERCAP HOLDINGS N V Spouse Filing ↗ OCR
2026-06-23 N/A $500,001 - $1,000,000 FID ADV FLOATING RATE HIGH INCOME Z Spouse Filing ↗ OCR
2026-06-18 N/A $1,001 - $15,000 FIRSTCASH HOLDINGS INC Spouse Filing ↗ OCR
2026-06-18 N/A $1,001 - $15,000 SIMPSON MFG INC Spouse Filing ↗ OCR
2026-06-18 N/A $1,001 - $15,000 ROBERT HALF INC Spouse Filing ↗ OCR
2026-06-18 N/A $1,001 - $15,000 LOUISIANA PACIFIC CORP Spouse Filing ↗ OCR
2026-06-18 N/A $1,001 - $15,000 CORE &MAIN INC CL A Spouse Filing ↗ OCR
2026-06-18 N/A $1,001 - $15,000 BJS WHSL CLUB HLDGS INC Spouse Filing ↗ OCR
2026-06-18 N/A $1,001 - $15,000 HOULIHAN LOKEY INC CL A Spouse Filing ↗ OCR
2026-06-18 N/A $1,001 - $15,000 FORTUNE BRANDS INNOVATIONS INC Spouse Filing ↗ OCR
2026-06-18 N/A $1,001 - $15,000 HENRY SCHEIN INC Spouse Filing ↗ OCR
2026-06-18 N/A $1,001 - $15,000 HURON CONSULTING GROUP INC Spouse Filing ↗ OCR
2026-06-18 N/A $1,001 - $15,000 DONALDSON COMPANY INC Spouse Filing ↗ OCR
2026-06-18 N/A $1,001 - $15,000 MUELLER WATER PRODUCTS INC Spouse Filing ↗ OCR
2026-06-18 N/A $1,001 - $15,000 CARLISLE COMPANIES INC Spouse Filing ↗ OCR
2026-06-18 N/A $1,001 - $15,000 MSA SAFETY INC Spouse Filing ↗ OCR
2026-06-18 N/A $1,001 - $15,000 CAVCO INDUSTRIES INC Spouse Filing ↗ OCR
2026-06-18 N/A $1,001 - $15,000 APTARGROUP INC Spouse Filing ↗ OCR
2026-06-18 N/A $1,001 - $15,000 WHITE MTNS INS GROUP LTD Spouse Filing ↗ OCR
2026-06-18 N/A $1,001 - $15,000 HAYWARD HLDGS INC Spouse Filing ↗ OCR
2026-06-18 N/A $1,001 - $15,000 FTI CONSULTING INC Spouse Filing ↗ OCR
2026-06-18 N/A $1,001 - $15,000 ZIONS BANCORPORATION Spouse Filing ↗ OCR
2026-06-18 N/A $1,001 - $15,000 PRIMERICA INC Spouse Filing ↗ OCR
2026-06-18 N/A $1,001 - $15,000 ONEMAIN HLDGS INC Spouse Filing ↗ OCR
2026-06-18 N/A $1,001 - $15,000 VALVOLINE INC Spouse Filing ↗ OCR
2026-06-18 N/A $100,001 - $250,000 VISHAY INTERTECHNOLOGY INC Spouse Filing ↗ OCR
2026-06-01 N/A $50,001 - $100,000 VISHAY INTERTECHNOLOGY INC Spouse Filing ↗ OCR
2026-06-01 N/A $50,001 - $100,000 FEDEX FIGHT HLDG CO INC Spouse Filing ↗ OCR
2026-05-29 N/A $1,001 - $15,000 BAYER AG SPON ADR Spouse Filing ↗ OCR
2026-05-29 N/A $50,001 - $100,000 VISA INC Spouse Filing ↗ OCR
2026-05-28 N/A $1,001 - $15,000 AMAZON.COM INC Spouse Filing ↗ OCR
2026-05-27 N/A $1,001 - $15,000 FIRSTCASH HOLDINGS INC Spouse Filing ↗ OCR
2026-05-27 N/A $100,001 - $250,000 ARROW ELECTRONICS INC Spouse Filing ↗ OCR
2026-05-26 N/A $1,001 - $15,000 AMAZON.COM INC Spouse Filing ↗ OCR
2026-05-26 N/A $1,001 - $15,000 MICROSOFT CORP Spouse Filing ↗ OCR
2026-05-22 N/A $1,001 - $15,000 INTUIT INC Spouse Filing ↗ OCR
2026-05-22 N/A $50,001 - $100,000 NORTHERN INTERMED TAX EXEMPT FUND Spouse Filing ↗ OCR
2026-05-22 N/A $50,001 - $100,000 MICROSOFT CORP Spouse Filing ↗ OCR
2026-05-21 N/A $1,001 - $15,000 MICROSOFT CORP Spouse Filing ↗ OCR
2026-05-21 N/A $1,001 - $15,000 WOODWARD INC Spouse Filing ↗ OCR
2026-05-20 N/A $1,001 - $15,000 NORTHERN TAX-ADVGT ULTRA-SHRT FIXED INC Spouse Filing ↗ OCR
2026-05-20 N/A $1,001 - $15,000 AERCAP HOLDINGS N.V. Spouse Filing ↗ OCR
2026-05-20 N/A $1,001 - $15,000 NORTHERN TAX-ADVGT ULTRA-SHRT FIXED INC Spouse Filing ↗ OCR
2026-05-20 N/A $50,001 - $100,000 CACI INTERNATIONAL INC Spouse Filing ↗ OCR
2026-05-20 N/A $1,001 - $15,000 PAYCHEX INC COM Spouse Filing ↗ OCR
2026-05-20 N/A $50,001 - $100,000 SENSATA TECHNOLOGIES HOLDING PLC Spouse Filing ↗ OCR
2026-05-20 N/A $50,001 - $100,000 VISHAY INTERTECHNOLOGY INC Spouse Filing ↗ OCR
2026-05-19 N/A $50,001 - $100,000 ADAMS &WELD CNTYS COLO SCH DI Spouse Filing ↗ OCR
2026-05-19 N/A $50,001 - $100,000 NORTHERN TAX-ADVGT ULTRA-SHRT FIXED INC Spouse Filing ↗ OCR
2026-05-18 N/A $1,001 - $15,000 TAIWAN SEMICONDUCTOR MANUFACTURING SPON ADS Spouse Filing ↗ OCR
2026-05-18 N/A $1,001 - $15,000 ALPHABET INC CL C Spouse Filing ↗ OCR
2026-05-18 N/A $1,001 - $15,000 NORTHERN TAX-ADVGT ULTRA-SHRT FIXED INC Spouse Filing ↗ OCR
2026-05-18 N/A $1,001 - $15,000 COMCAST CORP Spouse Filing ↗ OCR
2026-05-18 N/A $50,001 - $100,000 CTS CORP Spouse Filing ↗ OCR
2026-05-18 N/A $100,001 - $250,000 LANSING MICH BRD WTR & LT UTIL SYS Spouse Filing ↗ OCR
2026-05-15 N/A $50,001 - $100,000 ALBANY DOUGHERTY GA Spouse Filing ↗ OCR
2026-05-14 N/A $1,001 - $15,000 NETFLIX INC Spouse Filing ↗ OCR
2026-05-13 N/A $1,001 - $15,000 WOODWARD INC Spouse Filing ↗ OCR
2026-05-13 N/A $1,001 - $15,000 ALPHABET INC CL C Spouse Filing ↗ OCR
2026-05-12 N/A $1,001 - $15,000 COMCAST CORP Spouse Filing ↗ OCR
2026-05-12 N/A $1,001 - $15,000 BAYER AG SPON ADR Spouse Filing ↗ OCR
2026-05-12 N/A $100,001 - $250,000 PAYCHEX INC COM Spouse Filing ↗ OCR
2026-05-12 N/A $1,001 - $15,000 NUCOR CORP COM Spouse Filing ↗ OCR
2026-05-12 N/A $100,001 - $250,000 INTEL CORP Spouse Filing ↗ OCR
2026-05-11 N/A $1,001 - $15,000 UBER TECHNOLOGIES INC Spouse Filing ↗ OCR
2026-05-11 N/A $1,001 - $15,000 COMCAST CORP Spouse Filing ↗ OCR
2026-05-08 N/A $1,001 - $15,000 AERCAP HOLDINGS N.V. Spouse Filing ↗ OCR
2026-05-07 N/A $1,001 - $15,000 TAIWAN SEMICONDUCTOR MANUFACTURING SPON ADS Spouse Filing ↗ OCR
2026-05-07 N/A $1,001 - $15,000 AMAZON.COM Spouse Filing ↗ OCR
2026-05-07 N/A $1,001 - $15,000 COMCAST CORP Spouse Filing ↗ OCR
2026-05-07 N/A $1,001 - $15,000 WOODWARD INC Spouse Filing ↗ OCR
2026-05-07 N/A $1,001 - $15,000 DEXCOM INC Spouse Filing ↗ OCR
2026-05-07 N/A $100,001 - $250,000 LONG BEACH CALIF UNI SCH DIST GO Spouse Filing ↗ OCR
2026-05-06 N/A $1,001 - $15,000 AUTODESK INC Spouse Filing ↗ OCR
2026-05-06 N/A $1,001 - $15,000 ALPHABET INC CL A Spouse Filing ↗ OCR
2026-05-05 N/A $1,001 - $15,000 COMCAST CORP Spouse Filing ↗ OCR
2026-05-05 N/A $1,001 - $15,000 CONOCOPHILLIPS Spouse Filing ↗ OCR
2026-05-05 N/A $1,001 - $15,000 PTC INC Spouse Filing ↗ OCR
2026-05-04 N/A $100,001 - $250,000 UNIVERSITY HOUSTON TEX UNIV REVS Spouse Filing ↗ OCR
2026-05-01 N/A $1,001 - $15,000 COMCAST CORP Spouse Filing ↗ OCR
2026-05-01 N/A $1,001 - $15,000 ARROW ELECTRONICS INC Spouse Filing ↗ OCR
2026-05-01 N/A $1,001 - $15,000 WHITE MTNS INS GROUP LTD Spouse Filing ↗ OCR
2026-05-01 N/A $1,001 - $15,000 PRIMERICA INC Spouse Filing ↗ OCR
2026-05-01 N/A $50,001 - $100,000 ARAMARK COM Spouse Filing ↗ OCR
2026-05-01 N/A $50,001 - $100,000 KALAMAZOO MICH PUB SCHS UTLD GO Spouse Filing ↗ OCR
2026-05-01 N/A $50,001 - $100,000 FIRSTCASH HOLDINGS INC Spouse Filing ↗ OCR
2026-05-01 N/A $50,001 - $100,000 ROGERS ARK SALES & USE TAX REV BDS Spouse Filing ↗ OCR
2026-04-30 N/A $1,001 - $15,000 AERCAP HOLDINGS N.V. EURO Spouse Filing ↗ OCR
2026-04-30 N/A $100,001 - $250,000 CENCORA INC COM Spouse Filing ↗ OCR
2026-04-29 N/A $1,001 - $15,000 VULCAN MATERIALS CO Spouse Filing ↗ OCR
2026-04-29 N/A $15,001 - $50,000 GE VERNOVA INC Spouse Filing ↗ OCR
2026-04-28 N/A $50,001 - $100,000 VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF Filing ↗ OCR
2026-04-27 N/A $1,001 - $15,000 MASTERCARD INCORPORATED CL A Spouse Filing ↗ OCR
2026-04-27 N/A $1,001 - $15,000 VISA INC Spouse Filing ↗ OCR
2026-04-24 N/A $15,001 - $50,000 SHELL PLC SPON ADS Spouse Filing ↗ OCR
2026-04-23 N/A $1,001 - $15,000 SHELL PLC SPON ADS Spouse Filing ↗ OCR
2026-04-23 N/A $15,001 - $50,000 BAYER AG SPON ADR Spouse Filing ↗ OCR
2026-04-23 N/A $15,001 - $50,000 CTS CORP Spouse Filing ↗ OCR
2026-04-23 N/A $50,001 - $100,000 ARROW ELECTRONICS INC Spouse Filing ↗ OCR
2026-04-22 N/A $1,001 - $15,000 WOODWARD INC COM Spouse Filing ↗ OCR
2026-04-22 N/A $1,001 - $15,000 FAIR ISAAC CORP Spouse Filing ↗ OCR
2026-04-21 N/A $15,001 - $50,000 NORTHERN TAX-ADVGT ULTRA-SHRT FIXED INC Spouse Filing ↗ OCR
2026-04-17 N/A $1,001 - $15,000 ASML HOLDING NV EURO Spouse Filing ↗ OCR
2026-04-17 N/A $15,001 - $50,000 INTUIT INC Spouse Filing ↗ OCR
2026-04-15 N/A $1,001 - $15,000 BAYER AG SPON ADR Spouse Filing ↗ OCR
2026-04-14 N/A $1,000,001 - $5,000,000 NEBRASKA INVT FIN AUTH SINGLE FAMILY Spouse Filing ↗ OCR
2026-04-13 N/A $1,001 - $15,000 WOODWARD INC COM Spouse Filing ↗ OCR
2026-04-10 N/A $1,001 - $15,000 AERCAP HOLDINGS N.V. EURO.01 Spouse Filing ↗ OCR
2026-04-10 N/A $1,001 - $15,000 CONOCOPHILLIPS COM Spouse Filing ↗ OCR
2026-04-09 N/A $50,001 - $100,000 APPLIED INDUSTRIAL TECHNOLOGIES INC Spouse Filing ↗ OCR
2026-04-08 N/A $1,001 - $15,000 BAYER AG SPON ADR Spouse Filing ↗ OCR
2026-04-07 N/A $15,001 - $50,000 SHELL PLC SPON ADS Spouse Filing ↗ OCR
2026-04-06 N/A $1,001 - $15,000 ASML HOLDING NV EURO Spouse Filing ↗ OCR
2026-04-06 N/A $15,001 - $50,000 AON PLC SHS CL A COM USD0.01 Spouse Filing ↗ OCR
2026-04-02 N/A $1,001 - $15,000 WOODWARD INC COM Spouse Filing ↗ OCR
2026-04-02 N/A $15,001 - $50,000 NORTHERN TAX-ADVGT ULTRA-SHRT FIXED INC Spouse Filing ↗ OCR
2026-03-27 N/A $1,001 - $15,000 AMAZON COM INC Spouse Filing ↗ OCR
2026-03-27 N/A $1,001 - $15,000 GE VERNOVA INC Spouse Filing ↗ OCR
2026-03-23 N/A $1,001 - $15,000 COMCAST CORP Spouse Filing ↗ OCR
2026-03-23 N/A $1,001 - $15,000 CHEVRON CORP Spouse Filing ↗ OCR
2026-03-17 N/A $1,001 - $15,000 BAYER AG SPON ADR Spouse Filing ↗ OCR
2026-03-13 N/A $50,001 - $100,000 CHEVRON CORP Spouse Filing ↗ OCR
2026-03-12 N/A $1,001 - $15,000 COMCAST CORP Spouse Filing ↗ OCR
2026-03-09 N/A $1,001 - $15,000 NORTHERN TAX ADVGT ULTRA SHRT FIXED INC Spouse Filing ↗ OCR
2026-03-04 N/A $1,001 - $15,000 PTC INC Spouse Filing ↗ OCR
2026-02-27 N/A $1,001 - $15,000 ABBOTT LABORATORIES Spouse Filing ↗ OCR
2026-02-27 N/A $100,001 - $250,000 KANE CNTY ILL CMNTY UNIT SCH DIST Spouse Filing ↗ OCR
2026-02-26 N/A $1,001 - $15,000 COMCAST CORP Spouse Filing ↗ OCR
2026-02-26 N/A $1,001 - $15,000 NVIDIA CORPORATION COM Spouse Filing ↗ OCR
2026-02-20 N/A $250,001 - $500,000 MURPHY OIL CORP Spouse Filing ↗ OCR
2026-02-18 N/A $250,001 - $500,000 DONALDSON COMPANY INC Spouse Filing ↗ OCR
2026-02-17 N/A $250,001 - $500,000 EAGLE MTN & SAGINAW TEX INDPT SCH DIST Spouse Filing ↗ OCR
2026-02-17 N/A $250,001 - $500,000 DALLAS TEX INDPT SCH Spouse Filing ↗ OCR
2026-02-17 N/A $250,001 - $500,000 HUMANA INC Spouse Filing ↗ OCR
2026-02-12 N/A $50,001 - $100,000 PLEXUS CORP Spouse Filing ↗ OCR
2026-02-12 N/A $1,001 - $15,000 VISHAY INTERTECHNOLOGY INC Spouse Filing ↗ OCR
2026-02-11 N/A $1,001 - $15,000 UBER TECHNOLOGIES INC COM Spouse Filing ↗ OCR
2026-02-09 N/A $1,001 - $15,000 WORKDAY INC COM CL A Spouse Filing ↗ OCR
2026-02-06 N/A $250,001 - $500,000 ALEXANDRIA REAL ESTATE EQUITIES Spouse Filing ↗ OCR
2026-02-05 N/A $1,001 - $15,000 BAYER AG SPON ADR Spouse Filing ↗ OCR
2026-02-05 N/A $1,001 - $15,000 ASML HOLDING NV Spouse Filing ↗ OCR
2026-02-04 N/A $1,001 - $15,000 GE AEROSPACE COM NEW Spouse Filing ↗ OCR
2026-02-04 N/A $15,001 - $50,000 PLEXUS CORP Spouse Filing ↗ OCR
2026-02-03 N/A $1,001 - $15,000 AERCAP HOLDINGS N.V. Spouse Filing ↗ OCR
2026-02-02 N/A $100,001 - $250,000 WOODRIDGE ILL GO REF Spouse Filing ↗ OCR
2026-02-02 N/A $500,001 - $1,000,000 KENTUCKY ST PPTY & BLDGS COMMN REVS BDS Spouse Filing ↗ OCR
2026-01-30 N/A $1,001 - $15,000 ASML HOLDING NV Spouse Filing ↗ OCR
2026-01-29 N/A $15,001 - $50,000 PINTEREST INC CL A Spouse Filing ↗ OCR
2026-01-27 N/A $50,001 - $100,000 ARROW ELECTRONICS INC Spouse Filing ↗ OCR
2026-01-26 N/A $1,001 - $15,000 ASML HOLDING NV Spouse Filing ↗ OCR
2026-01-26 N/A $1,001 - $15,000 Vanguard Index FDS S&P 500 ETF Spouse Filing ↗ OCR
2026-01-23 N/A $1,001 - $15,000 Vanguard Index FDS S&P 500 ETF Spouse Filing ↗ OCR
2026-01-21 N/A $1,001 - $15,000 BDT Sunrise Holdings LLC Spouse Filing ↗ OCR
2026-01-21 N/A $50,001 - $100,000 PLEXUS CORP Spouse Filing ↗ OCR
2026-01-20 N/A $250,001 - $500,000 NORTHERN INTERMED TAX EXEMPT FUND Spouse Filing ↗ OCR
2026-01-16 N/A $1,001 - $15,000 Vanguard Index FDS S&P 500 ETF Spouse Filing ↗ OCR
2026-01-15 N/A $1,001 - $15,000 ASML HOLDING NV Spouse Filing ↗ OCR
2026-01-14 N/A $1,001 - $15,000 WOODWARD INC Spouse Filing ↗ OCR
2026-01-13 N/A $1,001 - $15,000 VERSANT MEDIA GROUP INC COM CL A Spouse Filing ↗ OCR
2026-01-13 N/A $1,001 - $15,000 AERCAP HOLDINGS Spouse Filing ↗ OCR
2026-01-13 N/A $1,001 - $15,000 ALCOA CORP COM Spouse Filing ↗ OCR
2026-01-13 N/A $1,001 - $15,000 ASML HOLDING NV Spouse Filing ↗ OCR
2026-01-13 N/A $100,001 - $250,000 INTERNATIONAL FLAVORS &FRAGRANCES Spouse Filing ↗ OCR
2026-01-13 N/A $50,001 - $100,000 BAXTER INTERNATIONAL INC Spouse Filing ↗ OCR
2026-01-13 N/A $1,001 - $15,000 CVS HEALTH CORPORATION Spouse Filing ↗ OCR
2026-01-13 N/A $1,001 - $15,000 MERCK &CO. INC Spouse Filing ↗ OCR
2026-01-13 N/A $100,001 - $250,000 DOLLAR TREE INC Spouse Filing ↗ OCR
2026-01-09 N/A $15,001 - $50,000 HENRY SCHEIN INC Spouse Filing ↗ OCR
2026-01-08 N/A $1,001 - $15,000 GENUINE PARTS CO Spouse Filing ↗ OCR
2026-01-06 N/A $250,001 - $500,000 AUSTIN TEX ARPT SYS REV Spouse Filing ↗ OCR
2026-01-05 N/A $100,001 - $250,000 SAN ANTONIO TEX TAX NTS Spouse Filing ↗ OCR
2026-01-02 N/A $100,001 - $250,000 NC TPK AT TRIANGLE EXPWY Spouse Filing ↗ OCR
2026-01-02 N/A $1,001 - $15,000 VANGUARD LONG TERM TAX. Spouse Filing ↗ OCR
2025-12-31 N/A $100,001 - $250,000 KING CNTY WASH SWR REV Spouse Filing ↗ OCR
2025-12-22 N/A $500,001 - $1,000,000 Harding Loevner International Eq Instl Spouse Filing ↗ OCR
2025-12-22 N/A $100,001 - $250,000 Harding Loevner International Eq Instl Spouse Filing ↗ OCR
2025-12-22 N/A Spouse/DC Over $1,000,000 Harding Loevner International Eq Instl Spouse Filing ↗ OCR
2025-12-22 N/A $100,001 - $250,000 Harding Loevner International Eq Instl Spouse Filing ↗ OCR
2025-12-22 N/A $1,001 - $15,000 Harding Loevner International Eq Instl Spouse Filing ↗ OCR
2025-12-22 N/A Spouse/DC Over $1,000,000 HARDING LOEVNER INTL Spouse Filing ↗ OCR
2025-12-22 N/A Spouse/DC Over $1,000,000 Harding Loevner International Eq Instl Spouse Filing ↗ OCR
2025-12-22 N/A $50,001 - $100,000 Harding Loevner International Eq Instl Spouse Filing ↗ OCR
2025-12-18 N/A $15,001 - $50,000 CONNECTICUT ST SPL TAX Spouse Filing ↗ OCR
2025-12-18 N/A $50,001 - $100,000 CONNECTICUT ST SPL TAX Spouse Filing ↗ OCR
2025-12-18 N/A $100,001 - $250,000 CONNECTICUT ST SPL TAX Spouse Filing ↗ OCR
2025-12-18 N/A $100,001 - $250,000 NORTH ROYALTON OHIO CITY Spouse Filing ↗ OCR
2025-12-16 N/A $1,001 - $15,000 ALPHABET INC-CL C Spouse Filing ↗ OCR
2025-12-16 N/A $1,001 - $15,000 ASML HOLDING NV-NY REG SHS Spouse Filing ↗ OCR
2025-12-16 N/A $1,001 - $15,000 UBER TECHNOLOGIES INC Spouse Filing ↗ OCR
2025-12-16 N/A $1,001 - $15,000 BOOKING HLDGS INC Spouse Filing ↗ OCR
2025-12-16 N/A $1,001 - $15,000 INTUIT INC Spouse Filing ↗ OCR
2025-12-16 N/A $50,001 - $100,000 VANGUARD MUNI BD TAX-EXEMPT ETF Spouse Filing ↗ OCR
2025-12-15 N/A $1,001 - $15,000 ALPHABET INC-CL C Spouse Filing ↗ OCR
2025-12-15 N/A $1,001 - $15,000 ASML HOLDING NV-NY REG SHS Spouse Filing ↗ OCR
2025-12-15 N/A $100,001 - $250,000 CHERRY CREEK COLO SD NO Spouse Filing ↗ OCR
2025-12-15 N/A $100,001 - $250,000 CLARK CNTY NEV SCH DIST Spouse Filing ↗ OCR
2025-12-15 N/A $100,001 - $250,000 OSWEGO ILL GO BDS 2016 Spouse Filing ↗ OCR
2025-12-12 N/A $1,001 - $15,000 AERCAP HOLDINGS NV Spouse Filing ↗ OCR
2025-12-11 N/A $500,001 - $1,000,000 VANGUARD MUNI BD TAX-EXEMPT ETF Spouse Filing ↗ OCR
2025-12-10 N/A $1,001 - $15,000 ALPHABET INC-CL C Spouse Filing ↗ OCR
2025-12-10 N/A $1,001 - $15,000 ASML HOLDING NV-NY REG SHS Spouse Filing ↗ OCR
2025-12-09 N/A $1,001 - $15,000 VANGUARD LONG TERM TAX Spouse Filing ↗ OCR
2025-12-01 N/A $100,001 - $250,000 NEW JERSEY ST HEA STUD Spouse Filing ↗ OCR