| DDOG DDOGDatadog, Inc. | Purchase$50,001 - $100,000 · Joint | Oct 19, 2026 | Sep 28, 2026 | ▼ 17.7%−16.2 pts vs S&P | Filing for DDOG on Sep 28, 2026 |
| EL ELThe Estée Lauder Companies | Purchase$50,001 - $100,000 · Joint | Oct 19, 2026 | Sep 28, 2026 | ▲ 10.0%+11.5 pts vs S&P | Filing for EL on Sep 28, 2026 |
| GH GHGuardant Health, Inc. | Purchase$15,001 - $50,000 · Joint | Oct 19, 2026 | Sep 28, 2026 | ▼ 1.5%+0.0 pts vs S&P | Filing for GH on Sep 28, 2026 |
| VSAT VSATViasat Inc | Sale (full)$50,001 - $100,000 · Joint | Oct 19, 2026 | Sep 28, 2026 | ▲ 5.6%+7.1 pts vs S&P | Filing for VSAT on Sep 28, 2026 |
| WMT WMTWalmart | Sale (full)$50,001 - $100,000 · Joint | Oct 19, 2026 | Sep 28, 2026 | ▲ 14.8%+16.3 pts vs S&P | Filing for WMT on Sep 28, 2026 |
| VSAT VSATViasat Inc | Sale (partial)$1,001 - $15,000 · Joint | Sep 3, 2026 | Aug 28, 2026 | ▲ 12.3%+14.1 pts vs S&P | Filing for VSAT on Aug 28, 2026 |
| HLT HLTHilton Worldwide | Purchase$1,001 - $15,000 · Spouse | Jul 15, 2026 | Jun 15, 2026 | ▲ 5.0%+4.6 pts vs S&P | Filing for HLT on Jun 15, 2026 |
| MCK MCKMcKesson | Sale (full)$1,001 - $15,000 · Spouse | Jul 15, 2026 | Jun 15, 2026 | ▲ 28.9%+28.5 pts vs S&P | Filing for MCK on Jun 15, 2026 |
| SPHR SPHRSphere Entertainment Co. | Purchase$1,001 - $15,000 · Spouse | Jul 15, 2026 | Jun 15, 2026 | ▼ 31.7%−32.1 pts vs S&P | Filing for SPHR on Jun 15, 2026 |
| MSFT MSFTMicrosoft Corporation | Sale (partial)$15,001 - $50,000 · Joint | Jun 16, 2026 | May 12, 2026 | ▲ 28.6%+25.9 pts vs S&P | Filing for MSFT on May 12, 2026 |
| ORLY ORLYO'Reilly Automotive | Sale (full)$1,001 - $15,000 | May 27, 2026 | Apr 24, 2026 | ▼ 3.2%−9.4 pts vs S&P | Filing for ORLY on Apr 24, 2026 |
| V VVisa Inc. | Sale (full)$50,001 - $100,000 · Joint | May 27, 2026 | Apr 24, 2026 | ▲ 36.5%+30.4 pts vs S&P | Filing for V on Apr 24, 2026 |
| SPG SPGSimon Property Group | Purchase$15,001 - $50,000 · Joint | May 27, 2026 | Apr 20, 2026 | ▲ 9.1%+2.2 pts vs S&P | Filing for SPG on Apr 20, 2026 |
| THC THCTenet Healthcare Corp | Sale (full)$15,001 - $50,000 · Joint | May 27, 2026 | Apr 20, 2026 | ▲ 40.2%+33.3 pts vs S&P | Filing for THC on Apr 20, 2026 |
| THC THCTenet Healthcare Corp | Sale (full)$1,001 - $15,000 · Spouse | May 27, 2026 | Apr 15, 2026 | ▲ 38.5%+30.3 pts vs S&P | Filing for THC on Apr 15, 2026 |
| ORLY ORLYO'Reilly Automotive | Sale (full)$15,001 - $50,000 · Joint | Apr 8, 2026 | Mar 19, 2026 | ▲ 2.5%−12.7 pts vs S&P | Filing for ORLY on Mar 19, 2026 |
| AMZN AMZNAmazon | Sale (full)$1,001 - $15,000 | Apr 8, 2026 | Mar 9, 2026 | ▲ 18.0%+6.0 pts vs S&P | Filing for AMZN on Mar 9, 2026 |
| IBM IBMIBM | Sale (full)$50,001 - $100,000 · Joint | Mar 12, 2026 | Feb 17, 2026 | ▼ 2.3%−13.5 pts vs S&P | Filing for IBM on Feb 17, 2026 |
| IBM IBMIBM | Sale (full)$1,001 - $15,000 | Mar 12, 2026 | Feb 17, 2026 | ▼ 2.3%−13.5 pts vs S&P | Filing for IBM on Feb 17, 2026 |
| AMZN AMZNAmazon | Sale (full)$1,001 - $15,000 · Spouse | Mar 12, 2026 | Feb 11, 2026 | ▲ 23.5%+13.6 pts vs S&P | Filing for AMZN on Feb 11, 2026 |
| C CCitigroup | Purchase$1,001 - $15,000 · Spouse | Mar 12, 2026 | Feb 11, 2026 | — | Filing for C on Feb 11, 2026 |
| THC THCTenet Healthcare Corp | Sale (partial)$1,001 - $15,000 · Spouse | Mar 12, 2026 | Feb 11, 2026 | ▲ 18.5%+8.6 pts vs S&P | Filing for THC on Feb 11, 2026 |
| WELL WELLWelltower | Purchase$1,001 - $15,000 · Spouse | Mar 12, 2026 | Feb 11, 2026 | ▲ 17.1%+7.2 pts vs S&P | Filing for WELL on Feb 11, 2026 |
| AMZN AMZNAmazon | Purchase$1,001 - $15,000 | Mar 12, 2026 | Feb 5, 2026 | ▲ 13.2%+1.0 pts vs S&P | Filing for AMZN on Feb 5, 2026 |
| C CCitigroup | Purchase$50,001 - $100,000 · Joint | Mar 12, 2026 | Feb 5, 2026 | — | Filing for C on Feb 5, 2026 |
| PANW PANWPalo Alto Networks | Sale (full)$50,001 - $100,000 · Joint | Mar 12, 2026 | Feb 5, 2026 | ▲ 126.7%+114.5 pts vs S&P | Filing for PANW on Feb 5, 2026 |
| C CCitigroup | Purchase$1,001 - $15,000 | Mar 12, 2026 | Feb 4, 2026 | — | Filing for C on Feb 4, 2026 |
| SHOP SHOPShopify Inc. | Sale (full)$1,001 - $15,000 | Mar 12, 2026 | Feb 3, 2026 | ▲ 20.4%+10.2 pts vs S&P | Filing for SHOP on Feb 3, 2026 |
| C CCitigroup | Purchase$15,001 - $50,000 · Joint | Feb 23, 2026 | Jan 30, 2026 | — | Filing for C on Jan 30, 2026 |
| GEV GEVGE Vernova | Purchase$15,001 - $50,000 · Joint | Feb 23, 2026 | Jan 30, 2026 | ▲ 26.7%+16.9 pts vs S&P | Filing for GEV on Jan 30, 2026 |
| SHOP SHOPShopify Inc. | Sale (full)$50,001 - $100,000 · Joint | Feb 23, 2026 | Jan 30, 2026 | ▲ 9.5%−0.3 pts vs S&P | Filing for SHOP on Jan 30, 2026 |
| CPNG CPNGCoupang, Inc. | Sale (full)$15,001 - $50,000 · Joint | Feb 23, 2026 | Jan 22, 2026 | ▼ 23.7%−34.0 pts vs S&P | Filing for CPNG on Jan 22, 2026 |
| VSAT VSATViasat Inc | Purchase$50,001 - $100,000 · Joint | Feb 23, 2026 | Jan 22, 2026 | ▲ 71.1%+60.8 pts vs S&P | Filing for VSAT on Jan 22, 2026 |
| JPM JPMJPMorgan Chase | Purchase$1,001 - $15,000 · Spouse | Feb 23, 2026 | Jan 20, 2026 | ▲ 12.9%+0.7 pts vs S&P | Filing for JPM on Jan 20, 2026 |
| HOOD HOODRobinhood Markets | Sale (full)$1,001 - $15,000 · Spouse | Feb 23, 2026 | Jan 20, 2026 | ▼ 19.6%−31.7 pts vs S&P | Filing for HOOD on Jan 20, 2026 |
| PLTR PLTRPalantir Technologies Inc. | Sale (full)$15,001 - $50,000 · Joint | Feb 23, 2026 | Jan 16, 2026 | ▲ 2.5%−7.4 pts vs S&P | Filing for PLTR on Jan 16, 2026 |
| TMUS TMUST-Mobile US | Sale (full)$50,001 - $100,000 · Joint | Feb 23, 2026 | Jan 13, 2026 | ▼ 17.1%−26.6 pts vs S&P | Filing for TMUS on Jan 13, 2026 |
| WMT WMTWalmart | Purchase$50,001 - $100,000 · Joint | Feb 23, 2026 | Jan 13, 2026 | ▲ 4.3%−5.2 pts vs S&P | Filing for WMT on Jan 13, 2026 |
| PLTR PLTRPalantir Technologies Inc. | Purchase$15,001 - $50,000 · Joint | Jan 8, 2026 | Dec 22, 2025 | ▼ 9.7%−20.6 pts vs S&P | Filing for PLTR on Dec 22, 2025 |
| HOOD HOODRobinhood Markets | Sale (full)$15,001 - $50,000 · Joint | Jan 8, 2026 | Dec 22, 2025 | ▼ 30.5%−41.4 pts vs S&P | Filing for HOOD on Dec 22, 2025 |
| MELI MELIMercadolibre Inc | Sale (full)$15,001 - $50,000 · Joint | Jan 8, 2026 | Dec 10, 2025 | ▼ 15.2%−26.1 pts vs S&P | Filing for MELI on Dec 10, 2025 |
| THC THCTenet Healthcare Corp | Purchase$15,001 - $50,000 · Joint | Jan 8, 2026 | Dec 10, 2025 | ▲ 35.8%+24.9 pts vs S&P | Filing for THC on Dec 10, 2025 |
| NFLX NFLXNetflix | Sale (full)$50,001 - $100,000 · Joint | Jan 8, 2026 | Dec 8, 2025 | ▼ 34.9%−46.4 pts vs S&P | Filing for NFLX on Dec 8, 2025 |
| SHOP SHOPShopify Inc. | Purchase$50,001 - $100,000 · Joint | Jan 8, 2026 | Dec 8, 2025 | ▼ 9.3%−20.8 pts vs S&P | Filing for SHOP on Dec 8, 2025 |
| META METAMeta Platforms | Sale (full)$1,001 - $15,000 · Spouse | Dec 5, 2025 | Nov 11, 2025 | ▼ 0.9%−12.5 pts vs S&P | Filing for META on Nov 11, 2025 |
| STT STTState Street Corporation | Purchase$1,001 - $15,000 · Spouse | Dec 5, 2025 | Nov 11, 2025 | ▲ 45.4%+33.8 pts vs S&P | Filing for STT on Nov 11, 2025 |
| TMUS TMUST-Mobile US | Sale (full)$1,001 - $15,000 · Spouse | Dec 5, 2025 | Nov 11, 2025 | ▼ 25.5%−37.1 pts vs S&P | Filing for TMUS on Nov 11, 2025 |
| DOCS DOCSDoximity, Inc. | Sale (full)$15,001 - $50,000 · Joint | Dec 5, 2025 | Nov 6, 2025 | ▼ 48.0%−61.7 pts vs S&P | Filing for DOCS on Nov 6, 2025 |
| HOOD HOODRobinhood Markets | Purchase$15,001 - $50,000 · Joint | Dec 5, 2025 | Nov 6, 2025 | ▼ 33.0%−46.8 pts vs S&P | Filing for HOOD on Nov 6, 2025 |
| MCK MCKMcKesson | Sale (full)$1,001 - $15,000 | Nov 10, 2025 | Oct 8, 2025 | ▲ 33.4%+20.1 pts vs S&P | Filing for MCK on Oct 8, 2025 |
| HOOD HOODRobinhood Markets | Purchase$15,001 - $50,000 · Joint | Nov 10, 2025 | Oct 8, 2025 | ▼ 43.6%−56.8 pts vs S&P | Filing for HOOD on Oct 8, 2025 |
| SHOP SHOPShopify Inc. | Purchase$1,001 - $15,000 | Nov 10, 2025 | Oct 8, 2025 | ▼ 13.7%−26.9 pts vs S&P | Filing for SHOP on Oct 8, 2025 |
| SHOP SHOPShopify Inc. | Purchase$15,001 - $50,000 · Joint | Nov 10, 2025 | Oct 6, 2025 | ▼ 12.7%−26.2 pts vs S&P | Filing for SHOP on Oct 6, 2025 |
| HOOD HOODRobinhood Markets | Purchase$1,001 - $15,000 · Spouse | Oct 15, 2025 | Sep 5, 2025 | ▼ 16.0%−34.0 pts vs S&P | Filing for HOOD on Sep 5, 2025 |
| LRCX LRCXLam Research | Sale (full)$1,001 - $15,000 · Spouse | Oct 15, 2025 | Sep 3, 2025 | ▲ 136.7%+117.9 pts vs S&P | Filing for LRCX on Sep 3, 2025 |
| THC THCTenet Healthcare Corp | Purchase$1,001 - $15,000 · Spouse | Oct 15, 2025 | Sep 3, 2025 | ▲ 43.5%+24.7 pts vs S&P | Filing for THC on Sep 3, 2025 |
| ARM ARMARM Holdings PLC | Sale (full)$1,001 - $15,000 · Spouse | Oct 15, 2025 | Sep 2, 2025 | ▲ 53.2%+33.8 pts vs S&P | Filing for ARM on Sep 2, 2025 |
| DOCS DOCSDoximity, Inc. | Purchase$15,001 - $50,000 · Joint | Sep 23, 2025 | Aug 25, 2025 | ▼ 51.0%−69.9 pts vs S&P | Filing for DOCS on Aug 25, 2025 |
| IBM IBMIBM | Sale (full)$1,001 - $15,000 · Spouse | Sep 23, 2025 | Aug 13, 2025 | ▲ 6.4%−12.2 pts vs S&P | Filing for IBM on Aug 13, 2025 |
| LRCX LRCXLam Research | Purchase$1,001 - $15,000 · Spouse | Sep 23, 2025 | Aug 13, 2025 | ▲ 116.7%+98.2 pts vs S&P | Filing for LRCX on Aug 13, 2025 |
| ARM ARMARM Holdings PLC | Purchase$1,001 - $15,000 · Spouse | Aug 25, 2025 | Jul 17, 2025 | ▲ 29.0%+7.3 pts vs S&P | Filing for ARM on Jul 17, 2025 |
| LLY LLYLilly (Eli) | Sale (full)$15,001 - $50,000 · Joint | Jul 14, 2025 | Jun 3, 2025 | ▲ 89.1%+60.5 pts vs S&P | Filing for LLY on Jun 3, 2025 |
| IBM IBMIBM | Purchase$15,001 - $50,000 · Joint | Jul 14, 2025 | Jun 3, 2025 | ▼ 3.1%−31.7 pts vs S&P | Filing for IBM on Jun 3, 2025 |
| LLY LLYLilly (Eli) | Sale (full)$1,001 - $15,000 · Spouse | Aug 25, 2025 | May 21, 2025 | ▲ 95.8%+64.3 pts vs S&P | Filing for LLY on May 21, 2025 |
| IBM IBMIBM | Purchase$1,001 - $15,000 · Spouse | Aug 25, 2025 | May 21, 2025 | ▼ 1.4%−33.0 pts vs S&P | Filing for IBM on May 21, 2025 |
| CHD CHDChurch & Dwight | Sale (full)$15,001 - $50,000 · Joint | Jun 13, 2025 | May 14, 2025 | ▲ 19.8%−10.6 pts vs S&P | Filing for CHD on May 14, 2025 |
| IBM IBMIBM | Purchase$50,001 - $100,000 · Joint | Jun 13, 2025 | May 14, 2025 | ▼ 0.3%−30.8 pts vs S&P | Filing for IBM on May 14, 2025 |
| LIN LINLinde plc | Sale (full)$50,001 - $100,000 · Joint | Jun 13, 2025 | May 7, 2025 | ▲ 16.5%−20.1 pts vs S&P | Filing for LIN on May 7, 2025 |
| CHD CHDChurch & Dwight | Sale (full)$1,001 - $15,000 · Spouse | Aug 25, 2025 | May 5, 2025 | ▲ 20.3%−15.7 pts vs S&P | Filing for CHD on May 5, 2025 |
| AMZN AMZNAmazon | Purchase$1,001 - $15,000 · Spouse | Aug 25, 2025 | Apr 23, 2025 | ▲ 39.5%−3.6 pts vs S&P | Filing for AMZN on Apr 23, 2025 |
| CHD CHDChurch & Dwight | Purchase$1,001 - $15,000 · Spouse | Aug 25, 2025 | Apr 23, 2025 | ▲ 9.3%−33.9 pts vs S&P | Filing for CHD on Apr 23, 2025 |
| LLY LLYLilly (Eli) | Purchase$1,001 - $15,000 · Spouse | Aug 25, 2025 | Apr 23, 2025 | ▲ 71.5%+28.3 pts vs S&P | Filing for LLY on Apr 23, 2025 |
| MCK MCKMcKesson | Purchase$1,001 - $15,000 · Spouse | Aug 25, 2025 | Apr 23, 2025 | ▲ 45.9%+2.7 pts vs S&P | Filing for MCK on Apr 23, 2025 |
| META METAMeta Platforms | Purchase$1,001 - $15,000 · Spouse | Aug 25, 2025 | Apr 23, 2025 | ▲ 19.6%−23.6 pts vs S&P | Filing for META on Apr 23, 2025 |
| TMUS TMUST-Mobile US | Purchase$1,001 - $15,000 · Spouse | Aug 25, 2025 | Apr 23, 2025 | ▼ 38.6%−81.8 pts vs S&P | Filing for TMUS on Apr 23, 2025 |
| WMB WMBWilliams Companies | Sale (partial)$1,001 - $15,000 · Spouse | Aug 25, 2025 | Apr 23, 2025 | ▲ 30.8%−12.4 pts vs S&P | Filing for WMB on Apr 23, 2025 |
| GOOG GOOGLAlphabet Inc. (Class A) | Sale (full)$15,001 - $50,000 · Joint | May 13, 2025 | Apr 21, 2025 | ▲ 89.9%+40.7 pts vs S&P | Filing for GOOGL on Apr 21, 2025 |
| LLY LLYLilly (Eli) | Purchase$15,001 - $50,000 · Joint | May 13, 2025 | Apr 21, 2025 | ▲ 73.9%+24.7 pts vs S&P | Filing for LLY on Apr 21, 2025 |
| AMZN AMZNAmazon | Sale (full)$15,001 - $50,000 · Joint | May 13, 2025 | Apr 16, 2025 | ▲ 44.5%−1.3 pts vs S&P | Filing for AMZN on Apr 16, 2025 |
| META METAMeta Platforms | Sale (full)$1,001 - $15,000 · Joint | May 13, 2025 | Apr 16, 2025 | ▲ 23.9%−22.0 pts vs S&P | Filing for META on Apr 16, 2025 |
| NFLX NFLXNetflix | Purchase$50,001 - $100,000 · Joint | May 13, 2025 | Apr 16, 2025 | ▼ 34.4%−80.3 pts vs S&P | Filing for NFLX on Apr 16, 2025 |
| ARMK ARMKAramark | Sale (full)$15,001 - $50,000 · Joint | May 13, 2025 | Apr 10, 2025 | ▲ 69.6%+23.5 pts vs S&P | Filing for ARMK on Apr 10, 2025 |
| MSFT MSFTMicrosoft Corporation | Sale (partial)$50,001 - $100,000 · Joint | May 13, 2025 | Apr 10, 2025 | ▲ 38.5%−7.6 pts vs S&P | Filing for MSFT on Apr 10, 2025 |
| GS GSGoldman Sachs | Sale (full)$1,001 - $15,000 · Spouse | Aug 25, 2025 | Apr 7, 2025 | ▲ 98.1%+46.1 pts vs S&P | Filing for GS on Apr 7, 2025 |
| KKR KKRKKR & Co. | Sale (full)$1,001 - $15,000 · Spouse | Aug 25, 2025 | Apr 4, 2025 | ▲ 4.2%−47.5 pts vs S&P | Filing for KKR on Apr 4, 2025 |
| AMZN AMZNAmazon | Purchase$1,001 - $15,000 · Spouse | Aug 25, 2025 | Mar 24, 2025 | ▲ 24.0%−9.6 pts vs S&P | Filing for AMZN on Mar 24, 2025 |
| CHD CHDChurch & Dwight | Purchase$1,001 - $15,000 · Spouse | Aug 25, 2025 | Mar 24, 2025 | ▲ 4.4%−29.1 pts vs S&P | Filing for CHD on Mar 24, 2025 |
| GS GSGoldman Sachs | Purchase$1,001 - $15,000 · Spouse | Aug 25, 2025 | Mar 24, 2025 | ▲ 59.0%+25.4 pts vs S&P | Filing for GS on Mar 24, 2025 |
| KKR KKRKKR & Co. | Purchase$1,001 - $15,000 · Spouse | Aug 25, 2025 | Mar 24, 2025 | ▼ 20.7%−54.2 pts vs S&P | Filing for KKR on Mar 24, 2025 |
| MCK MCKMcKesson | Purchase$1,001 - $15,000 · Spouse | Aug 25, 2025 | Mar 24, 2025 | ▲ 52.8%+19.3 pts vs S&P | Filing for MCK on Mar 24, 2025 |
| META METAMeta Platforms | Purchase$1,001 - $15,000 · Spouse | Aug 25, 2025 | Mar 24, 2025 | ▲ 0.5%−33.0 pts vs S&P | Filing for META on Mar 24, 2025 |
| TMUS TMUST-Mobile US | Purchase$1,001 - $15,000 · Spouse | Aug 25, 2025 | Mar 24, 2025 | ▼ 38.5%−72.1 pts vs S&P | Filing for TMUS on Mar 24, 2025 |
| WMB WMBWilliams Companies | Purchase$1,001 - $15,000 · Spouse | Aug 25, 2025 | Mar 24, 2025 | ▲ 25.2%−8.4 pts vs S&P | Filing for WMB on Mar 24, 2025 |
| PANW PANWPalo Alto Networks | Sale (full)$1,001 - $15,000 · Spouse | Aug 25, 2025 | Mar 17, 2025 | ▲ 89.6%+54.0 pts vs S&P | Filing for PANW on Mar 17, 2025 |
| WMB WMBWilliams Companies | Purchase$1,001 - $15,000 · Spouse | Aug 25, 2025 | Mar 17, 2025 | ▲ 30.9%−4.6 pts vs S&P | Filing for WMB on Mar 17, 2025 |
| CRM CRMSalesforce | Sale (full)$15,001 - $50,000 · Joint | Apr 8, 2025 | Mar 11, 2025 | ▼ 18.8%−57.1 pts vs S&P | Filing for CRM on Mar 11, 2025 |
| MCK MCKMcKesson | Purchase$1,001 - $15,000 | Apr 8, 2025 | Mar 4, 2025 | ▲ 56.9%+23.6 pts vs S&P | Filing for MCK on Mar 4, 2025 |
| MSFT MSFTMicrosoft Corporation | Sale (full)$1,001 - $15,000 | Apr 8, 2025 | Mar 4, 2025 | ▲ 35.9%+2.6 pts vs S&P | Filing for MSFT on Mar 4, 2025 |
| AMZN AMZNAmazon | Purchase$1,001 - $15,000 · Spouse | Aug 25, 2025 | Mar 3, 2025 | ▲ 22.9%−8.8 pts vs S&P | Filing for AMZN on Mar 3, 2025 |
| CHD CHDChurch & Dwight | Purchase$1,001 - $15,000 · Spouse | Aug 25, 2025 | Mar 3, 2025 | ▼ 0.4%−32.1 pts vs S&P | Filing for CHD on Mar 3, 2025 |
| GS GSGoldman Sachs | Purchase$1,001 - $15,000 · Spouse | Aug 25, 2025 | Mar 3, 2025 | ▲ 52.3%+20.6 pts vs S&P | Filing for GS on Mar 3, 2025 |
| KKR KKRKKR & Co. | Purchase$1,001 - $15,000 · Spouse | Aug 25, 2025 | Mar 3, 2025 | ▼ 27.3%−59.0 pts vs S&P | Filing for KKR on Mar 3, 2025 |
| MCK MCKMcKesson | Purchase$1,001 - $15,000 · Spouse | Aug 25, 2025 | Mar 3, 2025 | ▲ 56.7%+25.0 pts vs S&P | Filing for MCK on Mar 3, 2025 |
| META METAMeta Platforms | Purchase$1,001 - $15,000 · Spouse | Aug 25, 2025 | Mar 3, 2025 | ▼ 4.9%−36.6 pts vs S&P | Filing for META on Mar 3, 2025 |
| PANW PANWPalo Alto Networks | Purchase$1,001 - $15,000 · Spouse | Aug 25, 2025 | Mar 3, 2025 | ▲ 91.0%+59.3 pts vs S&P | Filing for PANW on Mar 3, 2025 |
| TMUS TMUST-Mobile US | Purchase$1,001 - $15,000 · Spouse | Aug 25, 2025 | Mar 3, 2025 | ▼ 41.7%−73.4 pts vs S&P | Filing for TMUS on Mar 3, 2025 |
| GD GDGeneral Dynamics | Sale (full)$15,001 - $50,000 · Joint | Jan 16, 2025 | Dec 16, 2024 | ▲ 45.7%+18.5 pts vs S&P | Filing for GD on Dec 16, 2024 |
| ORLY ORLYO'Reilly Automotive | Purchase$15,001 - $50,000 · Joint | Jan 16, 2025 | Dec 16, 2024 | ▲ 6.5%−20.6 pts vs S&P | Filing for ORLY on Dec 16, 2024 |
| META METAMeta Platforms | Purchase$1,001 - $15,000 · Joint | Jan 16, 2025 | Dec 9, 2024 | ▲ 1.6%−26.0 pts vs S&P | Filing for META on Dec 9, 2024 |
| TIMB TIMBTIM S.a. | Sale (full)$15,001 - $50,000 · Joint | Jan 16, 2025 | Dec 9, 2024 | — | Filing for TIMB on Dec 9, 2024 |
| AMZN AMZNAmazon | Purchase$15,001 - $50,000 · Joint | Dec 12, 2024 | Nov 27, 2024 | ▲ 22.5%−6.3 pts vs S&P | Filing for AMZN on Nov 27, 2024 |
| AMAT AMATApplied Materials | Sale (full)$15,001 - $50,000 · Joint | Dec 12, 2024 | Nov 27, 2024 | ▲ 125.2%+96.4 pts vs S&P | Filing for AMAT on Nov 27, 2024 |
| CHD CHDChurch & Dwight | Purchase$15,001 - $50,000 · Joint | Dec 12, 2024 | Nov 13, 2024 | ▲ 4.7%−24.5 pts vs S&P | Filing for CHD on Nov 13, 2024 |
| REGN REGNRegeneron Pharmaceuticals | Sale (full)$15,001 - $50,000 · Joint | Dec 12, 2024 | Nov 13, 2024 | ▲ 22.0%−7.2 pts vs S&P | Filing for REGN on Nov 13, 2024 |
| REGN REGNRegeneron Pharmaceuticals | Sale (partial)$1,001 - $15,000 · Joint | Dec 12, 2024 | Nov 1, 2024 | ▲ 16.3%−18.8 pts vs S&P | Filing for REGN on Nov 1, 2024 |
| ASML ASMLAsml Holding NV | Sale (full)$15,001 - $50,000 · Joint | Nov 29, 2024 | Oct 28, 2024 | — | Filing for ASML on Oct 28, 2024 |
| CRM CRMSalesforce | Purchase$15,001 - $50,000 · Joint | Nov 29, 2024 | Oct 28, 2024 | ▼ 23.3%−56.1 pts vs S&P | Filing for CRM on Oct 28, 2024 |
| GD GDGeneral Dynamics | Purchase$15,001 - $50,000 · Joint | Oct 11, 2024 | Sep 24, 2024 | ▲ 27.8%−7.2 pts vs S&P | Filing for GD on Sep 24, 2024 |
| MRK MRKMerck & Co. | Sale (full)$15,001 - $50,000 · Joint | Oct 11, 2024 | Sep 24, 2024 | ▲ 33.4%−1.6 pts vs S&P | Filing for MRK on Sep 24, 2024 |
| ARMK ARMKAramark | Purchase$15,001 - $50,000 · Joint | Oct 11, 2024 | Sep 19, 2024 | ▲ 43.8%+8.3 pts vs S&P | Filing for ARMK on Sep 19, 2024 |
| AES AESAES Corporation | Sale (full)$15,001 - $50,000 · Joint | Oct 11, 2024 | Sep 19, 2024 | ▼ 11.3%−46.9 pts vs S&P | Filing for AES on Sep 19, 2024 |
| LRCX LRCXLam Research | Sale (full)$15,001 - $50,000 · Joint | Sep 20, 2024 | Aug 26, 2024 | ▲ 185.8%+147.8 pts vs S&P | Filing for LRCX on Aug 26, 2024 |
| SPG SPGSimon Property Group | Purchase$15,001 - $50,000 · Joint | Sep 20, 2024 | Aug 26, 2024 | ▲ 47.3%+9.3 pts vs S&P | Filing for SPG on Aug 26, 2024 |
| CRM CRMSalesforce | Sale (full)$15,001 - $50,000 · Joint | Aug 12, 2024 | Jul 9, 2024 | ▼ 10.6%−49.8 pts vs S&P | Filing for CRM on Jul 9, 2024 |
| AES AESAES Corporation | Purchase$15,001 - $50,000 · Joint | Aug 12, 2024 | Jul 9, 2024 | ▼ 4.3%−43.5 pts vs S&P | Filing for AES on Jul 9, 2024 |
| COP COPConocoPhillips | Sale (full)$15,001 - $50,000 · Joint | Aug 12, 2024 | Jul 5, 2024 | ▲ 37.7%−1.8 pts vs S&P | Filing for COP on Jul 5, 2024 |
| ACI ACIAlbertsons Companies, Inc. | Sale (full)$15,001 - $50,000 · Joint | Aug 12, 2024 | Jul 3, 2024 | ▼ 26.7%−67.1 pts vs S&P | Filing for ACI on Jul 3, 2024 |
| CPNG CPNGCoupang, Inc. | Purchase$15,001 - $50,000 · Joint | Aug 12, 2024 | Jul 3, 2024 | ▼ 27.2%−67.5 pts vs S&P | Filing for CPNG on Jul 3, 2024 |
| HXL HXLHexcel Corp | Sale (full)$15,001 - $50,000 · Joint | May 7, 2024 | Apr 24, 2024 | — | Filing for HXL on Apr 24, 2024 |
| JPM JPMJPMorgan Chase | Purchase$15,001 - $50,000 · Joint | May 7, 2024 | Apr 24, 2024 | ▲ 83.7%+30.1 pts vs S&P | Filing for JPM on Apr 24, 2024 |
| COP COPConocoPhillips | Purchase$15,001 - $50,000 · Joint | May 7, 2024 | Apr 2, 2024 | ▲ 19.4%−30.3 pts vs S&P | Filing for COP on Apr 2, 2024 |
| LULU LULULululemon Athletica | Sale (full)$15,001 - $50,000 · Joint | May 7, 2024 | Apr 2, 2024 | ▼ 71.7%−121.3 pts vs S&P | Filing for LULU on Apr 2, 2024 |
| ADI ADIAnalog Devices | Sale (partial)$15,001 - $50,000 · Joint | Apr 24, 2024 | Mar 13, 2024 | ▲ 120.4%+69.5 pts vs S&P | Filing for ADI on Mar 13, 2024 |
| AAPL AAPLApple Inc. | Sale (full)$15,001 - $50,000 · Joint | Apr 24, 2024 | Mar 13, 2024 | ▲ 95.5%+44.6 pts vs S&P | Filing for AAPL on Mar 13, 2024 |
| AMAT AMATApplied Materials | Purchase$50,001 - $100,000 · Joint | Apr 24, 2024 | Mar 13, 2024 | ▲ 93.6%+42.6 pts vs S&P | Filing for AMAT on Mar 13, 2024 |
| ASML ASMLAsml Holding NV | Purchase$15,001 - $50,000 · Joint | Apr 24, 2024 | Mar 13, 2024 | — | Filing for ASML on Mar 13, 2024 |
| INTC INTCIntel | Sale (full)$15,001 - $50,000 · Joint | Apr 24, 2024 | Mar 13, 2024 | ▲ 41.4%−9.6 pts vs S&P | Filing for INTC on Mar 13, 2024 |
| HXL HXLHexcel Corp | Purchase$15,001 - $50,000 · Joint | Mar 19, 2024 | Feb 16, 2024 | — | Filing for HXL on Feb 16, 2024 |
| LRCX LRCXLam Research | Purchase$15,001 - $50,000 · Joint | Feb 15, 2024 | Jan 19, 2024 | ▲ 184.3%+122.9 pts vs S&P | Filing for LRCX on Jan 19, 2024 |
| REGN REGNRegeneron Pharmaceuticals | Purchase$1,001 - $15,000 · Joint | Feb 15, 2024 | Jan 17, 2024 | ▲ 5.6%−59.3 pts vs S&P | Filing for REGN on Jan 17, 2024 |
| W WWayfair Inc. | Sale (full)$15,001 - $50,000 · Joint | Feb 15, 2024 | Jan 17, 2024 | ▲ 117.7%+52.8 pts vs S&P | Filing for W on Jan 17, 2024 |
| CAH CAHCardinal Health | Purchase$50,001 - $100,000 · Joint | Feb 15, 2024 | Jan 12, 2024 | ▲ 149.2%+85.8 pts vs S&P | Filing for CAH on Jan 12, 2024 |
| INTC INTCIntel | Purchase$15,001 - $50,000 · Joint | Feb 15, 2024 | Jan 8, 2024 | ▲ 26.5%−37.6 pts vs S&P | Filing for INTC on Jan 8, 2024 |
| HEI HEIHeico Corp | Sale (full)$15,001 - $50,000 · Joint | Jan 12, 2024 | Dec 20, 2023 | ▲ 94.6%+28.3 pts vs S&P | Filing for HEI on Dec 20, 2023 |
| W WWayfair Inc. | Purchase$1,001 - $15,000 · Joint | Jan 12, 2024 | Dec 20, 2023 | ▲ 72.8%+6.5 pts vs S&P | Filing for W on Dec 20, 2023 |
| W WWayfair Inc. | Purchase$15,001 - $50,000 · Joint | Jan 12, 2024 | Dec 15, 2023 | ▲ 74.3%+8.4 pts vs S&P | Filing for W on Dec 15, 2023 |
| ACI ACIAlbertsons Companies, Inc. | Purchase$15,001 - $50,000 · Joint | Jan 12, 2024 | Dec 14, 2023 | ▼ 34.9%−100.5 pts vs S&P | Filing for ACI on Dec 14, 2023 |
| PANW PANWPalo Alto Networks | Purchase$50,001 - $100,000 · Joint | Jan 12, 2024 | Dec 1, 2023 | ▲ 136.9%+66.6 pts vs S&P | Filing for PANW on Dec 1, 2023 |
| ASML ASMLAsml Holding NV | Sale (full)$15,001 - $50,000 · Joint | Dec 4, 2023 | Nov 16, 2023 | — | Filing for ASML on Nov 16, 2023 |
| HON HONHoneywell Technologies | Sale (full)$50,001 - $100,000 · Joint | Dec 4, 2023 | Nov 16, 2023 | ▲ 25.5%−48.2 pts vs S&P | Filing for HON on Nov 16, 2023 |
| TMUS TMUST-Mobile US | Purchase$15,001 - $50,000 · Joint | Dec 4, 2023 | Nov 7, 2023 | ▲ 10.6%−68.3 pts vs S&P | Filing for TMUS on Nov 7, 2023 |
| LULU LULULululemon Athletica | Purchase$15,001 - $50,000 · Joint | Nov 16, 2023 | Oct 30, 2023 | ▼ 72.7%−160.8 pts vs S&P | Filing for LULU on Oct 30, 2023 |
| HSY HSYThe Hershey Company | Sale (full)$15,001 - $50,000 · Joint | Nov 16, 2023 | Oct 30, 2023 | ▼ 1.2%−89.4 pts vs S&P | Filing for HSY on Oct 30, 2023 |
| GPK GPKGraphic Packaging Holding Co | Sale (full)$15,001 - $50,000 · Joint | Nov 16, 2023 | Oct 11, 2023 | ▼ 43.7%−122.9 pts vs S&P | Filing for GPK on Oct 11, 2023 |
| MAR MARMarriott International | Purchase$15,001 - $50,000 · Joint | Nov 16, 2023 | Oct 11, 2023 | ▲ 115.5%+36.3 pts vs S&P | Filing for MAR on Oct 11, 2023 |
| NEE NEENextEra Energy | Sale (full)$15,001 - $50,000 · Joint | Nov 16, 2023 | Oct 4, 2023 | ▲ 81.5%−2.6 pts vs S&P | Filing for NEE on Oct 4, 2023 |
| DTE DTEDTE Energy | Sale (full)$15,001 - $50,000 · Joint | Nov 1, 2023 | Sep 26, 2023 | ▲ 45.6%−38.0 pts vs S&P | Filing for DTE on Sep 26, 2023 |
| NEE NEENextEra Energy | Sale (partial)$15,001 - $50,000 · Joint | Nov 1, 2023 | Sep 19, 2023 | ▲ 35.9%−40.7 pts vs S&P | Filing for NEE on Sep 19, 2023 |
| TIMB TIMBTIM S.a. | Purchase$15,001 - $50,000 · Joint | Sep 11, 2023 | Aug 31, 2023 | — | Filing for TIMB on Aug 31, 2023 |
| WCN WCNWaste Connections, Inc. | Sale (full)$15,001 - $50,000 · Joint | Sep 11, 2023 | Aug 31, 2023 | ▲ 39.3%−35.0 pts vs S&P | Filing for WCN on Aug 31, 2023 |
| EME EMEEmcor | Purchase$1,001 - $15,000 · Joint | Sep 11, 2023 | Aug 29, 2023 | ▲ 214.7%+140.0 pts vs S&P | Filing for EME on Aug 29, 2023 |
| NEE NEENextEra Energy | Sale (partial)$1,001 - $15,000 · Joint | Sep 11, 2023 | Aug 29, 2023 | ▲ 36.1%−38.6 pts vs S&P | Filing for NEE on Aug 29, 2023 |
| LIN LINLinde plc | Purchase$15,001 - $50,000 · Joint | Aug 9, 2023 | Jul 31, 2023 | ▲ 37.0%−34.4 pts vs S&P | Filing for LIN on Jul 31, 2023 |
| LIN LINLinde plc | Purchase$15,001 - $50,000 · Joint | Aug 9, 2023 | Jul 18, 2023 | ▲ 39.3%−33.4 pts vs S&P | Filing for LIN on Jul 18, 2023 |
| NEE NEENextEra Energy | Sale (partial)$15,001 - $50,000 · Joint | Aug 9, 2023 | Jul 18, 2023 | ▲ 28.4%−44.4 pts vs S&P | Filing for NEE on Jul 18, 2023 |
| DE DEDeere & Company | Sale (full)$15,001 - $50,000 · Joint | Jul 7, 2023 | Jun 23, 2023 | ▲ 73.1%−8.0 pts vs S&P | Filing for DE on Jun 23, 2023 |
| REGN REGNRegeneron Pharmaceuticals | Purchase$15,001 - $50,000 · Joint | Jul 7, 2023 | Jun 23, 2023 | ▲ 25.8%−55.3 pts vs S&P | Filing for REGN on Jun 23, 2023 |
| CRM CRMSalesforce | Purchase$15,001 - $50,000 · Joint | Jul 7, 2023 | Jun 9, 2023 | ▲ 5.1%−78.1 pts vs S&P | Filing for CRM on Jun 9, 2023 |
| GOOG GOOGLAlphabet Inc. (Class A) | Purchase$15,001 - $50,000 · Joint | Jul 7, 2023 | Jun 7, 2023 | ▲ 130.0%+45.4 pts vs S&P | Filing for GOOGL on Jun 7, 2023 |
| EL ELThe Estée Lauder Companies | Sale (full)$15,001 - $50,000 · Joint | Jul 7, 2023 | Jun 7, 2023 | ▼ 38.5%−123.1 pts vs S&P | Filing for EL on Jun 7, 2023 |
| MAR MARMarriott International | Purchase$15,001 - $50,000 · Joint | Jul 7, 2023 | Jun 6, 2023 | ▲ 136.8%+52.8 pts vs S&P | Filing for MAR on Jun 6, 2023 |
| ASML ASMLAsml Holding NV | Purchase$15,001 - $50,000 · Joint | Jun 6, 2023 | May 26, 2023 | — | Filing for ASML on May 26, 2023 |
| NEE NEENextEra Energy | Sale (partial)$15,001 - $50,000 · Joint | Jun 6, 2023 | May 26, 2023 | ▲ 25.2%−62.4 pts vs S&P | Filing for NEE on May 26, 2023 |
| MELI MELIMercadolibre Inc | Purchase$15,001 - $50,000 · Joint | Jun 6, 2023 | May 23, 2023 | ▲ 28.5%−61.7 pts vs S&P | Filing for MELI on May 23, 2023 |
| EL ELThe Estée Lauder Companies | Purchase$15,001 - $50,000 · Joint | Jun 6, 2023 | May 2, 2023 | ▼ 54.4%−146.1 pts vs S&P | Filing for EL on May 2, 2023 |
| HON HONHoneywell Technologies | Purchase$50,001 - $100,000 · Joint | Jun 6, 2023 | May 1, 2023 | ▲ 21.4%−68.1 pts vs S&P | Filing for HON on May 1, 2023 |
| BHF BHFBrighthouse Financial, Inc. | Sale (full)$15,001 - $50,000 · Joint | May 12, 2023 | Apr 14, 2023 | ▼ 0.3%−91.3 pts vs S&P | Filing for BHF on Apr 14, 2023 |
| NVDA NVDANVIDIA Corporation | Purchase$15,001 - $50,000 · Joint | May 12, 2023 | Apr 14, 2023 | ▲ 675.3%+584.3 pts vs S&P | Filing for NVDA on Apr 14, 2023 |
| BHF BHFBrighthouse Financial, Inc. | Purchase$15,001 - $50,000 · Joint | May 12, 2023 | Feb 28, 2023 | ▼ 26.5%−126.1 pts vs S&P | Filing for BHF on Feb 28, 2023 |
| UNH UNHUnitedHealth Group | Sale (full)$15,001 - $50,000 · Joint | May 12, 2023 | Feb 28, 2023 | ▼ 9.1%−108.6 pts vs S&P | Filing for UNH on Feb 28, 2023 |
| AME AMEAmetek | Purchase$15,001 - $50,000 · Joint | May 12, 2023 | Jan 23, 2023 | ▲ 78.9%−18.4 pts vs S&P | Filing for AME on Jan 23, 2023 |
| DE DEDeere & Company | Purchase$15,001 - $50,000 · Joint | May 12, 2023 | Jan 17, 2023 | ▲ 60.3%−38.5 pts vs S&P | Filing for DE on Jan 17, 2023 |
| V VVisa Inc. | Purchase$15,001 - $50,000 · Joint | May 12, 2023 | Jan 10, 2023 | ▲ 95.9%−6.5 pts vs S&P | Filing for V on Jan 10, 2023 |
| PH PHParker Hannifin | Purchase$15,001 - $50,000 · Joint | May 12, 2023 | Jan 9, 2023 | ▲ 218.5%+114.7 pts vs S&P | Filing for PH on Jan 9, 2023 |