| BRK. BRK.BBerkshire Hathaway | Sale (partial)$1,001 - $15,000 | Oct 7, 2026 | Sep 24, 2026 | ▲ 10.1%+12.1 pts vs S&P | Filing for BRK.B on Sep 24, 2026 |
| BIIB BIIBBiogen | Sale (partial)$1,001 - $15,000 | Oct 7, 2026 | Sep 24, 2026 | ▲ 10.0%+12.0 pts vs S&P | Filing for BIIB on Sep 24, 2026 |
| BA BABoeing | Sale (partial)$1,001 - $15,000 | Oct 7, 2026 | Sep 24, 2026 | ▼ 10.9%−8.9 pts vs S&P | Filing for BA on Sep 24, 2026 |
| CB CBChubb Limited | Sale (partial)$1,001 - $15,000 | Oct 7, 2026 | Sep 24, 2026 | ▲ 10.2%+12.2 pts vs S&P | Filing for CB on Sep 24, 2026 |
| CSCO CSCOCisco | Sale (full)$15,001 - $50,000 | Oct 7, 2026 | Sep 24, 2026 | ▼ 4.6%−2.7 pts vs S&P | Filing for CSCO on Sep 24, 2026 |
| CSCO CSCOCisco | Sale (partial)$1,001 - $15,000 | Oct 7, 2026 | Sep 24, 2026 | ▼ 4.6%−2.7 pts vs S&P | Filing for CSCO on Sep 24, 2026 |
| C CCitigroup | Sale (partial)$1,001 - $15,000 | Oct 7, 2026 | Sep 24, 2026 | — | Filing for C on Sep 24, 2026 |
| GLW GLWCorning Inc. | Sale (partial)$1,001 - $15,000 | Oct 7, 2026 | Sep 24, 2026 | ▼ 20.1%−18.1 pts vs S&P | Filing for GLW on Sep 24, 2026 |
| DDOG DDOGDatadog, Inc. | Sale (partial)$1,001 - $15,000 | Oct 7, 2026 | Sep 24, 2026 | ▼ 15.9%−13.9 pts vs S&P | Filing for DDOG on Sep 24, 2026 |
| FDX FDXFedEx | Sale (partial)$1,001 - $15,000 | Oct 7, 2026 | Sep 24, 2026 | ▲ 13.8%+15.8 pts vs S&P | Filing for FDX on Sep 24, 2026 |
| GE GEGE Aerospace | Sale (partial)$1,001 - $15,000 | Oct 7, 2026 | Sep 24, 2026 | ▼ 1.1%+0.9 pts vs S&P | Filing for GE on Sep 24, 2026 |
| GS GSGoldman Sachs | Sale (partial)$1,001 - $15,000 | Oct 7, 2026 | Sep 24, 2026 | ▼ 2.7%−0.7 pts vs S&P | Filing for GS on Sep 24, 2026 |
| HONA HONAHoneywell Aerospace | Sale (partial)$1,001 - $15,000 | Oct 7, 2026 | Sep 24, 2026 | ▼ 0.3%+1.6 pts vs S&P | Filing for HONA on Sep 24, 2026 |
| HON HONHoneywell Technologies | Sale (partial)$1,001 - $15,000 | Oct 7, 2026 | Sep 24, 2026 | ▲ 5.7%+7.6 pts vs S&P | Filing for HON on Sep 24, 2026 |
| MRVL MRVLMarvell Technology | Sale (partial)$1,001 - $15,000 | Oct 7, 2026 | Sep 24, 2026 | ▼ 33.8%−31.8 pts vs S&P | Filing for MRVL on Sep 24, 2026 |
| MRK MRKMerck & Co. | Sale (partial)$1,001 - $15,000 | Oct 7, 2026 | Sep 24, 2026 | ▲ 0.3%+2.2 pts vs S&P | Filing for MRK on Sep 24, 2026 |
| META METAMeta Platforms | Sale (partial)$1,001 - $15,000 | Oct 7, 2026 | Sep 24, 2026 | ▼ 22.0%−20.0 pts vs S&P | Filing for META on Sep 24, 2026 |
| MSFT MSFTMicrosoft Corporation | Sale (partial)$1,001 - $15,000 | Oct 7, 2026 | Sep 24, 2026 | ▲ 1.9%+3.8 pts vs S&P | Filing for MSFT on Sep 24, 2026 |
| MRNA MRNAModerna | Sale (partial)$1,001 - $15,000 | Oct 7, 2026 | Sep 24, 2026 | ▲ 13.3%+15.3 pts vs S&P | Filing for MRNA on Sep 24, 2026 |
| OKTA OKTAOkta, Inc. | Sale (partial)$1,001 - $15,000 | Oct 7, 2026 | Sep 24, 2026 | ▼ 10.5%−8.6 pts vs S&P | Filing for OKTA on Sep 24, 2026 |
| PTON PTONPeloton Interactive, Inc. | Sale (partial)$1,001 - $15,000 | Oct 7, 2026 | Sep 24, 2026 | ▲ 10.7%+12.6 pts vs S&P | Filing for PTON on Sep 24, 2026 |
| RH RHRH | Sale (partial)$1,001 - $15,000 | Oct 7, 2026 | Sep 24, 2026 | ▲ 20.9%+22.9 pts vs S&P | Filing for RH on Sep 24, 2026 |
| CRM CRMSalesforce | Sale (partial)$1,001 - $15,000 | Oct 7, 2026 | Sep 24, 2026 | ▼ 5.0%−3.1 pts vs S&P | Filing for CRM on Sep 24, 2026 |
| SNOW SNOWSnowflake Inc. | Sale (partial)$1,001 - $15,000 | Oct 7, 2026 | Sep 24, 2026 | ▼ 9.7%−7.7 pts vs S&P | Filing for SNOW on Sep 24, 2026 |
| SPCX SPCXSpace Exploration Technologies Corp | Sale (partial)$1,001 - $15,000 | Oct 7, 2026 | Sep 24, 2026 | ▼ 7.9%−5.9 pts vs S&P | Filing for SPCX on Sep 24, 2026 |
| URI URIUnited Rentals | Sale (partial)$1,001 - $15,000 | Oct 7, 2026 | Sep 24, 2026 | ▲ 15.1%+17.0 pts vs S&P | Filing for URI on Sep 24, 2026 |
| UNH UNHUnitedHealth Group | Sale (partial)$1,001 - $15,000 | Oct 7, 2026 | Sep 24, 2026 | ▲ 6.8%+8.8 pts vs S&P | Filing for UNH on Sep 24, 2026 |
| META METAMeta Platforms | Purchase$1,001 - $15,000 | Oct 7, 2026 | Sep 22, 2026 | ▼ 17.6%−14.9 pts vs S&P | Filing for META on Sep 22, 2026 |
| META METAMeta Platforms | Purchase$1,001 - $15,000 | Oct 7, 2026 | Sep 22, 2026 | ▼ 17.6%−14.9 pts vs S&P | Filing for META on Sep 22, 2026 |
| CSCO CSCOCisco | Sale (partial)$1,001 - $15,000 | Oct 7, 2026 | Sep 8, 2026 | ▼ 6.6%−5.0 pts vs S&P | Filing for CSCO on Sep 8, 2026 |
| GLW GLWCorning Inc. | Purchase$1,001 - $15,000 | Oct 7, 2026 | Sep 8, 2026 | ▼ 25.8%−24.2 pts vs S&P | Filing for GLW on Sep 8, 2026 |
| GLW GLWCorning Inc. | Purchase$1,001 - $15,000 | Oct 7, 2026 | Sep 8, 2026 | ▼ 25.8%−24.2 pts vs S&P | Filing for GLW on Sep 8, 2026 |
| GLW GLWCorning Inc. | Sale (partial)$1,001 - $15,000 | Oct 7, 2026 | Sep 4, 2026 | ▼ 20.2%−18.1 pts vs S&P | Filing for GLW on Sep 4, 2026 |
| GLW GLWCorning Inc. | Sale (partial)$1,001 - $15,000 | Oct 7, 2026 | Sep 4, 2026 | ▼ 20.2%−18.1 pts vs S&P | Filing for GLW on Sep 4, 2026 |
| IBM IBMIBM | Sale (full)$1,001 - $15,000 | Oct 7, 2026 | Sep 4, 2026 | ▲ 7.5%+9.6 pts vs S&P | Filing for IBM on Sep 4, 2026 |
| IBM IBMIBM | Sale (full)$1,001 - $15,000 | Oct 7, 2026 | Sep 4, 2026 | ▲ 7.5%+9.6 pts vs S&P | Filing for IBM on Sep 4, 2026 |
| OKTA OKTAOkta, Inc. | Purchase$1,001 - $15,000 | Oct 7, 2026 | Sep 4, 2026 | ▲ 8.4%+10.5 pts vs S&P | Filing for OKTA on Sep 4, 2026 |
| OKTA OKTAOkta, Inc. | Purchase$1,001 - $15,000 | Oct 7, 2026 | Sep 4, 2026 | ▲ 8.4%+10.5 pts vs S&P | Filing for OKTA on Sep 4, 2026 |
| SNOW SNOWSnowflake Inc. | Purchase$15,001 - $50,000 | Oct 7, 2026 | Sep 4, 2026 | ▼ 10.5%−8.4 pts vs S&P | Filing for SNOW on Sep 4, 2026 |
| SNOW SNOWSnowflake Inc. | Purchase$1,001 - $15,000 | Oct 7, 2026 | Sep 4, 2026 | ▼ 10.5%−8.4 pts vs S&P | Filing for SNOW on Sep 4, 2026 |
| CVX CVXChevron Corporation | Purchase$1,001 - $15,000 | Oct 7, 2026 | Sep 2, 2026 | ▲ 7.5%+9.0 pts vs S&P | Filing for CVX on Sep 2, 2026 |
| IBM IBMIBM | Sale (partial)$1,001 - $15,000 | Sep 9, 2026 | Aug 24, 2026 | ▲ 9.3%+10.5 pts vs S&P | Filing for IBM on Aug 24, 2026 |
| IBM IBMIBM | Sale (partial)$1,001 - $15,000 | Sep 9, 2026 | Aug 24, 2026 | ▲ 9.3%+10.5 pts vs S&P | Filing for IBM on Aug 24, 2026 |
| CB CBChubb Limited | Sale (full)$15,001 - $50,000 | Sep 9, 2026 | Aug 19, 2026 | ▲ 8.6%+10.5 pts vs S&P | Filing for CB on Aug 19, 2026 |
| MRK MRKMerck & Co. | Purchase$15,001 - $50,000 | Sep 9, 2026 | Aug 19, 2026 | ▼ 1.9%+0.0 pts vs S&P | Filing for MRK on Aug 19, 2026 |
| MRK MRKMerck & Co. | Purchase$15,001 - $50,000 | Sep 9, 2026 | Aug 19, 2026 | ▼ 1.9%+0.0 pts vs S&P | Filing for MRK on Aug 19, 2026 |
| MRNA MRNAModerna | Sale (partial)$1,001 - $15,000 | Sep 9, 2026 | Aug 19, 2026 | ▲ 26.6%+28.6 pts vs S&P | Filing for MRNA on Aug 19, 2026 |
| MRNA MRNAModerna | Purchase$1,001 - $15,000 | Sep 9, 2026 | Aug 19, 2026 | ▲ 26.6%+28.6 pts vs S&P | Filing for MRNA on Aug 19, 2026 |
| QCOM QCOMQualcomm | Sale (full)$1,001 - $15,000 | Sep 9, 2026 | Aug 19, 2026 | ▲ 0.7%+2.6 pts vs S&P | Filing for QCOM on Aug 19, 2026 |
| QCOM QCOMQualcomm | Sale (full)$1,001 - $15,000 | Sep 9, 2026 | Aug 12, 2026 | ▼ 0.1%+2.3 pts vs S&P | Filing for QCOM on Aug 12, 2026 |
| SPCX SPCXSpace Exploration Technologies Corp | Purchase$1,001 - $15,000 | Sep 9, 2026 | Aug 12, 2026 | ▼ 6.7%−4.3 pts vs S&P | Filing for SPCX on Aug 12, 2026 |
| SPCX SPCXSpace Exploration Technologies Corp | Purchase$1,001 - $15,000 | Sep 9, 2026 | Aug 12, 2026 | ▼ 6.7%−4.3 pts vs S&P | Filing for SPCX on Aug 12, 2026 |
| BRK. BRK.BBerkshire Hathaway | Purchase$1,001 - $15,000 | Sep 9, 2026 | Aug 7, 2026 | ▲ 6.6%+9.1 pts vs S&P | Filing for BRK.B on Aug 7, 2026 |
| BRK. BRK.BBerkshire Hathaway | Purchase$1,001 - $15,000 | Aug 7, 2026 | Jul 28, 2026 | ▲ 8.5%+6.8 pts vs S&P | Filing for BRK.B on Jul 28, 2026 |
| BRK. BRK.BBerkshire Hathaway | Purchase$15,001 - $50,000 | Aug 7, 2026 | Jul 28, 2026 | ▲ 8.5%+6.8 pts vs S&P | Filing for BRK.B on Jul 28, 2026 |
| CARR CARRCarrier Global | Sale (full)$15,001 - $50,000 | Aug 7, 2026 | Jul 28, 2026 | ▼ 12.3%−14.0 pts vs S&P | Filing for CARR on Jul 28, 2026 |
| CARR CARRCarrier Global | Sale (full)$1,001 - $15,000 | Aug 7, 2026 | Jul 28, 2026 | ▼ 12.3%−14.0 pts vs S&P | Filing for CARR on Jul 28, 2026 |
| CB CBChubb Limited | Purchase$15,001 - $50,000 | Aug 7, 2026 | Jul 1, 2026 | ▲ 5.2%+4.1 pts vs S&P | Filing for CB on Jul 1, 2026 |
| CB CBChubb Limited | Purchase$15,001 - $50,000 | Aug 7, 2026 | Jul 1, 2026 | ▲ 5.2%+4.1 pts vs S&P | Filing for CB on Jul 1, 2026 |
| VOYG VOYGVoyager Technologies, Inc. | Purchase$15,001 - $50,000 | Jul 7, 2026 | Jun 15, 2026 | ▼ 39.0%−39.1 pts vs S&P | Filing for VOYG on Jun 15, 2026 |
| UNH UNHUnitedHealth Group | Sale (full)$1,001 - $15,000 | Jul 7, 2026 | Jun 4, 2026 | ▲ 2.2%+2.4 pts vs S&P | Filing for UNH on Jun 4, 2026 |
| BIIB BIIBBiogen | Sale (full)$15,001 - $50,000 | Jul 7, 2026 | Jun 2, 2026 | ▲ 31.9%+32.4 pts vs S&P | Filing for BIIB on Jun 2, 2026 |
| CRM CRMSalesforce | Purchase$15,001 - $50,000 | Jul 7, 2026 | Jun 2, 2026 | ▲ 13.1%+13.6 pts vs S&P | Filing for CRM on Jun 2, 2026 |
| IBM IBMIBM | Purchase$15,001 - $50,000 | Jun 8, 2026 | May 21, 2026 | ▲ 0.5%−1.3 pts vs S&P | Filing for IBM on May 21, 2026 |
| IBM IBMIBM | Purchase$15,001 - $50,000 | Jun 8, 2026 | May 21, 2026 | ▲ 0.5%−1.3 pts vs S&P | Filing for IBM on May 21, 2026 |
| DDOG DDOGDatadog, Inc. | Purchase$1,001 - $15,000 | Jun 8, 2026 | May 19, 2026 | ▲ 0.4%−2.6 pts vs S&P | Filing for DDOG on May 19, 2026 |
| DDOG DDOGDatadog, Inc. | Purchase$15,001 - $50,000 | Jun 8, 2026 | May 19, 2026 | ▲ 0.4%−2.6 pts vs S&P | Filing for DDOG on May 19, 2026 |
| QCOM QCOMQualcomm | Purchase$15,001 - $50,000 | Jun 8, 2026 | May 13, 2026 | ▼ 23.3%−25.1 pts vs S&P | Filing for QCOM on May 13, 2026 |
| QCOM QCOMQualcomm | Purchase$1,001 - $15,000 | Jun 8, 2026 | May 13, 2026 | ▼ 23.3%−25.1 pts vs S&P | Filing for QCOM on May 13, 2026 |
| BIIB BIIBBiogen | Purchase$1,001 - $15,000 | Jun 8, 2026 | May 12, 2026 | ▲ 24.9%+22.5 pts vs S&P | Filing for BIIB on May 12, 2026 |
| SHW SHWSherwin-Williams | Sale (full)$1,001 - $15,000 | Jun 8, 2026 | May 12, 2026 | ▲ 13.7%+11.3 pts vs S&P | Filing for SHW on May 12, 2026 |
| SHW SHWSherwin-Williams | Sale (full)$1,001 - $15,000 | Jun 8, 2026 | May 12, 2026 | ▲ 13.7%+11.3 pts vs S&P | Filing for SHW on May 12, 2026 |
| BIIB BIIBBiogen | Purchase$1,001 - $15,000 | Jun 8, 2026 | May 11, 2026 | ▲ 25.8%+23.5 pts vs S&P | Filing for BIIB on May 11, 2026 |
| BIIB BIIBBiogen | Purchase$50,001 - $100,000 | Jun 8, 2026 | May 11, 2026 | ▲ 25.8%+23.5 pts vs S&P | Filing for BIIB on May 11, 2026 |
| WHR WHRWhirlpool Corp | Sale (full)$1,001 - $15,000 | Jun 8, 2026 | May 11, 2026 | ▼ 23.0%−25.3 pts vs S&P | Filing for WHR on May 11, 2026 |
| WHR WHRWhirlpool Corp | Sale (full)$1,001 - $15,000 | Jun 8, 2026 | May 11, 2026 | ▼ 23.0%−25.3 pts vs S&P | Filing for WHR on May 11, 2026 |
| CARR CARRCarrier Global | Purchase$1,001 - $15,000 | May 8, 2026 | May 1, 2026 | ▼ 17.5%−22.4 pts vs S&P | Filing for CARR on May 1, 2026 |
| CARR CARRCarrier Global | Purchase$15,001 - $50,000 | May 8, 2026 | May 1, 2026 | ▼ 17.5%−22.4 pts vs S&P | Filing for CARR on May 1, 2026 |
| URI URIUnited Rentals | Purchase$1,001 - $15,000 | May 8, 2026 | Apr 24, 2026 | ▲ 21.1%+15.2 pts vs S&P | Filing for URI on Apr 24, 2026 |
| UNH UNHUnitedHealth Group | Purchase$1,001 - $15,000 | May 8, 2026 | Apr 22, 2026 | ▲ 14.6%+8.3 pts vs S&P | Filing for UNH on Apr 22, 2026 |
| UNH UNHUnitedHealth Group | Purchase$1,001 - $15,000 | May 8, 2026 | Apr 22, 2026 | ▲ 14.6%+8.3 pts vs S&P | Filing for UNH on Apr 22, 2026 |
| SHW SHWSherwin-Williams | Purchase$15,001 - $50,000 | May 8, 2026 | Apr 20, 2026 | ▲ 3.0%−3.7 pts vs S&P | Filing for SHW on Apr 20, 2026 |
| SHW SHWSherwin-Williams | Purchase$1,001 - $15,000 | May 8, 2026 | Apr 20, 2026 | ▲ 3.0%−3.7 pts vs S&P | Filing for SHW on Apr 20, 2026 |
| AMGN AMGNAmgen | Sale (full)$15,001 - $50,000 | May 8, 2026 | Apr 17, 2026 | ▲ 32.8%+26.3 pts vs S&P | Filing for AMGN on Apr 17, 2026 |
| MSFT MSFTMicrosoft Corporation | Purchase$15,001 - $50,000 | May 8, 2026 | Apr 17, 2026 | ▲ 20.4%+14.0 pts vs S&P | Filing for MSFT on Apr 17, 2026 |
| VOYG VOYGVoyager Technologies, Inc. | Purchase$1,001 - $15,000 | May 8, 2026 | Apr 14, 2026 | ▼ 18.4%−27.3 pts vs S&P | Filing for VOYG on Apr 14, 2026 |
| MRVL MRVLMarvell Technology | Purchase$15,001 - $50,000 | May 8, 2026 | Apr 6, 2026 | ▲ 56.7%+42.0 pts vs S&P | Filing for MRVL on Apr 6, 2026 |
| CRM CRMSalesforce | Purchase$15,001 - $50,000 | May 8, 2026 | Apr 6, 2026 | ▲ 23.1%+8.4 pts vs S&P | Filing for CRM on Apr 6, 2026 |
| FDX FDXFedEx | Purchase$1,001 - $15,000 | Apr 21, 2026 | Mar 25, 2026 | ▲ 11.3%−3.8 pts vs S&P | Filing for FDX on Mar 25, 2026 |
| URI URIUnited Rentals | Purchase$1,001 - $15,000 | Apr 21, 2026 | Mar 25, 2026 | ▲ 57.8%+42.7 pts vs S&P | Filing for URI on Mar 25, 2026 |
| AMGN AMGNAmgen | Purchase$15,001 - $50,000 | Apr 21, 2026 | Mar 24, 2026 | ▲ 35.4%+19.7 pts vs S&P | Filing for AMGN on Mar 24, 2026 |
| GE GEGE Aerospace | Purchase$1,001 - $15,000 | Apr 21, 2026 | Mar 24, 2026 | ▲ 8.9%−6.8 pts vs S&P | Filing for GE on Mar 24, 2026 |
| HON HONHoneywell Technologies | Purchase$15,001 - $50,000 | Apr 21, 2026 | Mar 24, 2026 | ▼ 2.9%−18.6 pts vs S&P | Filing for HON on Mar 24, 2026 |
| BA BABoeing | Purchase$15,001 - $50,000 | Apr 21, 2026 | Mar 19, 2026 | ▼ 12.8%−27.7 pts vs S&P | Filing for BA on Mar 19, 2026 |
| BA BABoeing | Purchase$1,001 - $15,000 | Apr 21, 2026 | Mar 19, 2026 | ▼ 12.8%−27.7 pts vs S&P | Filing for BA on Mar 19, 2026 |
| CSCO CSCOCisco | Purchase$1,001 - $15,000 | Apr 21, 2026 | Mar 19, 2026 | ▲ 31.1%+16.2 pts vs S&P | Filing for CSCO on Mar 19, 2026 |
| CSCO CSCOCisco | Purchase$15,001 - $50,000 | Apr 21, 2026 | Mar 19, 2026 | ▲ 31.1%+16.2 pts vs S&P | Filing for CSCO on Mar 19, 2026 |
| C CCitigroup | Purchase$15,001 - $50,000 | Apr 21, 2026 | Mar 19, 2026 | — | Filing for C on Mar 19, 2026 |
| C CCitigroup | Purchase$1,001 - $15,000 | Apr 21, 2026 | Mar 19, 2026 | — | Filing for C on Mar 19, 2026 |
| GLW GLWCorning Inc. | Purchase$15,001 - $50,000 | Apr 21, 2026 | Mar 19, 2026 | ▼ 7.1%−22.0 pts vs S&P | Filing for GLW on Mar 19, 2026 |
| GLW GLWCorning Inc. | Purchase$15,001 - $50,000 | Apr 21, 2026 | Mar 19, 2026 | ▼ 7.1%−22.0 pts vs S&P | Filing for GLW on Mar 19, 2026 |
| FDX FDXFedEx | Purchase$15,001 - $50,000 | Apr 21, 2026 | Mar 19, 2026 | ▲ 11.8%−3.1 pts vs S&P | Filing for FDX on Mar 19, 2026 |
| GS GSGoldman Sachs | Purchase$15,001 - $50,000 | Apr 21, 2026 | Mar 19, 2026 | ▲ 12.1%−2.8 pts vs S&P | Filing for GS on Mar 19, 2026 |
| GS GSGoldman Sachs | Purchase$15,001 - $50,000 | Apr 21, 2026 | Mar 19, 2026 | ▲ 12.1%−2.8 pts vs S&P | Filing for GS on Mar 19, 2026 |
| NVR NVRNVR, Inc. | Purchase$1,001 - $15,000 | Apr 21, 2026 | Mar 19, 2026 | ▼ 2.4%−17.3 pts vs S&P | Filing for NVR on Mar 19, 2026 |
| PTON PTONPeloton Interactive, Inc. | Purchase$1,001 - $15,000 | Apr 21, 2026 | Mar 19, 2026 | ▲ 30.5%+15.7 pts vs S&P | Filing for PTON on Mar 19, 2026 |
| PTON PTONPeloton Interactive, Inc. | Purchase$1,001 - $15,000 | Apr 21, 2026 | Mar 19, 2026 | ▲ 30.5%+15.7 pts vs S&P | Filing for PTON on Mar 19, 2026 |
| RH RHRH | Purchase$15,001 - $50,000 | Apr 21, 2026 | Mar 19, 2026 | ▲ 8.9%−6.0 pts vs S&P | Filing for RH on Mar 19, 2026 |
| RH RHRH | Purchase$15,001 - $50,000 | Apr 21, 2026 | Mar 19, 2026 | ▲ 8.9%−6.0 pts vs S&P | Filing for RH on Mar 19, 2026 |
| ULTA ULTAUlta Beauty | Purchase$15,001 - $50,000 | Apr 21, 2026 | Mar 19, 2026 | ▲ 19.4%+4.5 pts vs S&P | Filing for ULTA on Mar 19, 2026 |
| VG VGVenture Global, Inc. | Purchase$1,001 - $15,000 | Apr 21, 2026 | Mar 19, 2026 | ▼ 9.6%−24.5 pts vs S&P | Filing for VG on Mar 19, 2026 |
| WHR WHRWhirlpool Corp | Purchase$15,001 - $50,000 | Apr 21, 2026 | Mar 19, 2026 | ▼ 41.7%−56.6 pts vs S&P | Filing for WHR on Mar 19, 2026 |
| WHR WHRWhirlpool Corp | Purchase$1,001 - $15,000 | Apr 21, 2026 | Mar 19, 2026 | ▼ 41.7%−56.6 pts vs S&P | Filing for WHR on Mar 19, 2026 |
| AR ARAntero Resources Corp | Purchase$1,001 - $15,000 · Spouse | Nov 11, 2024 | Oct 31, 2024 | ▲ 57.0%+21.7 pts vs S&P | Filing for AR on Oct 31, 2024 |
| CWEN CWENClearway Energy, Inc. | Sale (full)$15,001 - $50,000 · Spouse | Nov 11, 2024 | Oct 25, 2024 | ▲ 45.7%+12.8 pts vs S&P | Filing for CWEN on Oct 25, 2024 |
| OXY OXYOccidental Petroleum | Purchase$15,001 - $50,000 · Spouse | Nov 11, 2024 | Oct 25, 2024 | ▲ 22.6%−10.3 pts vs S&P | Filing for OXY on Oct 25, 2024 |
| AR ARAntero Resources Corp | Purchase$1,001 - $15,000 · Spouse | Sep 11, 2024 | Aug 2, 2024 | ▲ 53.4%+8.5 pts vs S&P | Filing for AR on Aug 2, 2024 |
| DTM DTMDT Midstream, Inc. | Purchase$15,001 - $50,000 · Spouse | Jun 10, 2024 | May 1, 2024 | ▲ 112.3%+57.5 pts vs S&P | Filing for DTM on May 1, 2024 |
| NFE NFENew Fortress Energy Inc. | Sale (full)$15,001 - $50,000 · Spouse | Jun 10, 2024 | May 1, 2024 | ▼ 99.7%−154.4 pts vs S&P | Filing for NFE on May 1, 2024 |
| CWEN CWENClearway Energy, Inc. | Purchase$15,001 - $50,000 · Spouse | May 8, 2024 | Apr 26, 2024 | ▲ 68.5%+16.1 pts vs S&P | Filing for CWEN on Apr 26, 2024 |
| NFE NFENew Fortress Energy Inc. | Purchase$15,001 - $50,000 · Spouse | Nov 8, 2023 | Oct 24, 2023 | ▼ 99.7%−183.8 pts vs S&P | Filing for NFE on Oct 24, 2023 |
| LNG LNGCheniere Energy, Inc. | Sale (full)$50,001 - $100,000 · Spouse | Jun 13, 2023 | May 16, 2023 | ▲ 125.2%+33.7 pts vs S&P | Filing for LNG on May 16, 2023 |
| OKE OKEOneok | Sale (full)$15,001 - $50,000 · Spouse | Jun 13, 2023 | May 16, 2023 | — | Filing for OKE on May 16, 2023 |