Michael T. McCaul (House) disclosed 185 transactions
Amendment status is not available for House filings. A filing listed here may since have been amended.
| 2024-01-17 · buy | Leon Cnty Fla Sch Dist — $15,001 - $50,000 |
| 2024-01-08 · buy | WYANDOTTE CNTY KANS CITY — $1,001 - $15,000 |
| 2024-01-02 · buy | JPM 100% US TREAS — $1,001 - $15,000 |
| 2024-01-04 · buy | U.S. TREASURY BILL — $1,001 - $15,000 |
| 2024-01-11 · buy | JPM 100% US TREAS — $1,001 - $15,000 |
| 2024-01-25 · buy | JPM 100% US TREAS — $1,001 - $15,000 |
| 2024-01-16 · sell | Vanguard Federal Money Market Fund — $100,001 - $250,000 |
| 2024-01-02 · buy | VANGUARD LONG TERM TAX — $1,001 - $15,000 |
| 2024-01-25 · sell | JP MORGAN CHASE BANK TIME DEPOSITS — Over $1,000,000 |
| 2024-01-11 · sell | JP MORGAN CHASE BANK TIME DEPOSITS — Over $1,000,000 |
| 2024-01-29 · buy | ENTEGRIS INC MINNESOTA — $15,001 - $50,000 |
| 2024-01-22 · sell | VANGUARD MUNI BD TAX-EXEMPT ETF — Over $1,000,000 |
| 2024-01-25 · buy | JP MORGAN CHASE BANK TIME DEPOSITS — Over $1,000,000 |
| 2024-01-11 · buy | JP MORGAN CHASE BANK TIME DEPOSITS — Over $1,000,000 |
| 2024-01-22 · buy | Vanguard Long-Term Tax-Exempt Fund Admiral Shares — Over $1,000,000 |
| 2024-01-02 · buy | JPM US GOVT MM FD — $15,001 - $50,000 |
| 2024-01-10 · sell | ALLSTATE CORP DEL COM — $100,001 - $250,000 |
| 2024-01-19 · sell | WELLS FARGO & CO — $100,001 - $250,000 |
| 2024-01-19 · sell | FEDEX CORP DELAWARE COM — $15,001 - $50,000 |
| 2024-01-19 · sell | INTEL CORP — $15,001 - $50,000 |
| 2024-01-19 · sell | INTL BUSINESS MACHINES — $15,001 - $50,000 |
| 2024-01-25 · buy | SAN ANTONIO TEX ELEC & — $15,001 - $50,000 |
| 2024-01-19 · sell | OSHKOSH CORPORATION — $15,001 - $50,000 |
| 2024-01-23 · sell | EQUITABLE HOLDINGS INC — $15,001 - $50,000 |
| 2024-01-23 · sell | TYSON FOODS INC CL A — $1,001 - $15,000 |
| 2024-01-19 · sell | ALLSTATE CORP DEL COM — $1,001 - $15,000 |
| 2024-01-19 · sell | LAS VEGAS SANDS CORP — $1,001 - $15,000 |
| 2024-01-19 · sell | ALLY FINL INC — $1,001 - $15,000 |
| 2024-01-19 · sell | MURPHY OIL CORP — $1,001 - $15,000 |
| 2024-01-19 · sell | TAPESTRY INC — $1,001 - $15,000 |
| 2024-01-19 · sell | AMERICAN INTERNATIONAL — $1,001 - $15,000 |
| 2024-01-10 · buy | CITIGROUP INC COM NEW — $100,001 - $250,000 |
| 2024-01-17 · buy | LEON CNTY FLA SCH DIST — $15,001 - $50,000 |
| 2024-01-19 · buy | STIFEL FINANCIAL CORP — $50,001 - $100,000 |
| 2024-01-22 · buy | STIFEL FINANCIAL CORP — $15,001 - $50,000 |
| · buy | LLM FAMILY INVESTMENTS II LP — not stated |
| 2024-01-28 · buy | BRAEMONT PTRS I LP — $100,001 - $250,000 |
| 2024-01-11 · buy | CAFFEINATED CAPITAL 2023 ALLOCAE ACCESS FUND LP — $1,001 - $15,000 |
| 2024-01-29 · sell | CONNECTICUT ST SPL TAX — $250,001 - $500,000 |
| 2024-01-22 · sell | SPDR S&P 600 ETF TRUST — $100,001 - $250,000 |
| 2024-01-02 · sell | ATLANTA GA ARPT REV — $100,001 - $250,000 |
| 2024-01-25 · sell | FEDERAL HOME LOAN BANK — $100,001 - $250,000 |
| 2024-01-16 · sell | VANGUARD INDEX FUNDS S&P 500 ETF — $100,001 - $250,000 |
| 2024-01-08 · buy | WYANDOTTE CNTY KANS CITY — $1,001 - $15,000 |
| 2024-01-18 · sell | JPM 100% UB TREAS — $50,001 - $100,000 |
| 2024-01-22 · sell | JPM 100% UB TREAS — $50,001 - $100,000 |
| 2024-01-11 · sell | NETFLIX INC — $50,001 - $100,000 |
| 2024-01-31 · sell | JPM 100% US TREAS — $50,001 - $100,000 |
| 2024-01-12 · sell | LINDE PLC NEW — $50,001 - $100,000 |
| 2024-01-26 · sell | LINDE PLC NEW — $50,001 - $100,000 |
| 2024-01-12 · sell | SPOKANE CO WA SCH DT#81 — $50,001 - $100,000 |
| 2024-01-24 · sell | JPM 100% US TREAS — $50,001 - $100,000 |
| 2024-01-23 · sell | LINDE PLC NEW — $15,001 - $50,000 |
| 2024-01-29 · sell | ACCENTURE PLC SHS — $15,001 - $50,000 |
| 2024-01-02 · buy | JPM 100% US TREAS — $1,001 - $15,000 |
| 2024-01-26 · sell | CHIPOTLE MEXICAN GRILL — $15,001 - $50,000 |
| 2024-01-04 · sell | Skechers USA Inc — $15,001 - $50,000 |
| 2024-01-05 · sell | U.S. TREASURY BILL — $1,001 - $15,000 |
| 2024-01-17 · sell | Robert Half International Inc. — $1,001 - $15,000 |
| 2024-01-17 · sell | GENPACT LTD — $1,001 - $15,000 |
| … | 125 more transactions: every one is in the complete record on this filing's page |
The complete record
| party | Republican |
| state | TX |
| office | McCaul, Michael T. (Representative) |
| ptr id | 8220162 |
| chamber | house |
| comment | — |
| asset type | Stock |
| report url | https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2024/8220162.pdf |
| bioguide id | M001157 |
| data source | HOUSE_CLERK_PTR |
| member last | McCaul |
| member name | Michael T. McCaul |
| member first | Michael T. |
| state district | TX10 |
| disclosure date | 2024-02-13 |
| extraction method | vision_ocr |
Each transaction (185)
| id | owner | ticker | amount max | amount min | asset name | amount range | transaction date | transaction type | reporting lag days |
|---|---|---|---|---|---|---|---|---|---|
| house-8220162-ocr-99 | Dependent | — | 50000 | 15001 | Leon Cnty Fla Sch Dist | $15,001 - $50,000 | 2024-01-17 | buy | 19 |
| house-8220162-ocr-98 | Dependent | — | 15000 | 1001 | WYANDOTTE CNTY KANS CITY | $1,001 - $15,000 | 2024-01-08 | buy | 26 |
| house-8220162-ocr-97 | Dependent | — | 15000 | 1001 | JPM 100% US TREAS | $1,001 - $15,000 | 2024-01-02 | buy | 30 |
| house-8220162-ocr-96 | Dependent | — | 15000 | 1001 | U.S. TREASURY BILL | $1,001 - $15,000 | 2024-01-04 | buy | 28 |
| house-8220162-ocr-95 | Dependent | — | 15000 | 1001 | JPM 100% US TREAS | $1,001 - $15,000 | 2024-01-11 | buy | 23 |
| house-8220162-ocr-94 | Dependent | — | 15000 | 1001 | JPM 100% US TREAS | $1,001 - $15,000 | 2024-01-25 | buy | 13 |
| house-8220162-ocr-93 | Dependent | — | 250000 | 100001 | Vanguard Federal Money Market Fund | $100,001 - $250,000 | 2024-01-16 | sell | 20 |
| house-8220162-ocr-92 | Spouse | — | 15000 | 1001 | VANGUARD LONG TERM TAX | $1,001 - $15,000 | 2024-01-02 | buy | 30 |
| house-8220162-ocr-91 | Spouse | — | 1000000 | 1000000 | JP MORGAN CHASE BANK TIME DEPOSITS | Over $1,000,000 | 2024-01-25 | sell | 13 |
| house-8220162-ocr-90 | Spouse | — | 1000000 | 1000000 | JP MORGAN CHASE BANK TIME DEPOSITS | Over $1,000,000 | 2024-01-11 | sell | 23 |
| house-8220162-ocr-9 | Spouse | — | 50000 | 15001 | ENTEGRIS INC MINNESOTA | $15,001 - $50,000 | 2024-01-29 | buy | 11 |
| house-8220162-ocr-89 | Spouse | — | 1000000 | 1000000 | VANGUARD MUNI BD TAX-EXEMPT ETF | Over $1,000,000 | 2024-01-22 | sell | 16 |
| house-8220162-ocr-88 | Spouse | — | 1000000 | 1000000 | JP MORGAN CHASE BANK TIME DEPOSITS | Over $1,000,000 | 2024-01-25 | buy | 13 |
| house-8220162-ocr-87 | Spouse | — | 1000000 | 1000000 | JP MORGAN CHASE BANK TIME DEPOSITS | Over $1,000,000 | 2024-01-11 | buy | 23 |
| house-8220162-ocr-86 | Spouse | — | 1000000 | 1000000 | Vanguard Long-Term Tax-Exempt Fund Admiral Shares | Over $1,000,000 | 2024-01-22 | buy | 16 |
| house-8220162-ocr-85 | Spouse | — | 50000 | 15001 | JPM US GOVT MM FD | $15,001 - $50,000 | 2024-01-02 | buy | 30 |
| house-8220162-ocr-84 | Spouse | — | 250000 | 100001 | ALLSTATE CORP DEL COM | $100,001 - $250,000 | 2024-01-10 | sell | 24 |
| house-8220162-ocr-83 | Spouse | WFC | 250000 | 100001 | WELLS FARGO & CO | $100,001 - $250,000 | 2024-01-19 | sell | 17 |
| house-8220162-ocr-82 | Spouse | — | 50000 | 15001 | FEDEX CORP DELAWARE COM | $15,001 - $50,000 | 2024-01-19 | sell | 17 |
| house-8220162-ocr-81 | Spouse | INTC | 50000 | 15001 | INTEL CORP | $15,001 - $50,000 | 2024-01-19 | sell | 17 |
| house-8220162-ocr-80 | Spouse | IBM | 50000 | 15001 | INTL BUSINESS MACHINES | $15,001 - $50,000 | 2024-01-19 | sell | 17 |
| house-8220162-ocr-8 | Spouse | — | 50000 | 15001 | SAN ANTONIO TEX ELEC & | $15,001 - $50,000 | 2024-01-25 | buy | 13 |
| house-8220162-ocr-79 | Spouse | OSK | 50000 | 15001 | OSHKOSH CORPORATION | $15,001 - $50,000 | 2024-01-19 | sell | 17 |
| house-8220162-ocr-78 | Spouse | EQH | 50000 | 15001 | EQUITABLE HOLDINGS INC | $15,001 - $50,000 | 2024-01-23 | sell | 15 |
| house-8220162-ocr-77 | Spouse | TSN | 15000 | 1001 | TYSON FOODS INC CL A | $1,001 - $15,000 | 2024-01-23 | sell | 15 |
| house-8220162-ocr-76 | Spouse | — | 15000 | 1001 | ALLSTATE CORP DEL COM | $1,001 - $15,000 | 2024-01-19 | sell | 17 |
| house-8220162-ocr-75 | Spouse | LVS | 15000 | 1001 | LAS VEGAS SANDS CORP | $1,001 - $15,000 | 2024-01-19 | sell | 17 |
| house-8220162-ocr-74 | Spouse | ALLY | 15000 | 1001 | ALLY FINL INC | $1,001 - $15,000 | 2024-01-19 | sell | 17 |
| house-8220162-ocr-73 | Spouse | MUR | 15000 | 1001 | MURPHY OIL CORP | $1,001 - $15,000 | 2024-01-19 | sell | 17 |
| house-8220162-ocr-72 | Spouse | TPR | 15000 | 1001 | TAPESTRY INC | $1,001 - $15,000 | 2024-01-19 | sell | 17 |
| house-8220162-ocr-71 | Spouse | AIG | 15000 | 1001 | AMERICAN INTERNATIONAL | $1,001 - $15,000 | 2024-01-19 | sell | 17 |
| house-8220162-ocr-70 | Spouse | — | 250000 | 100001 | CITIGROUP INC COM NEW | $100,001 - $250,000 | 2024-01-10 | buy | 24 |
| house-8220162-ocr-7 | Spouse | — | 50000 | 15001 | LEON CNTY FLA SCH DIST | $15,001 - $50,000 | 2024-01-17 | buy | 19 |
| house-8220162-ocr-69 | Spouse | SF | 100000 | 50001 | STIFEL FINANCIAL CORP | $50,001 - $100,000 | 2024-01-19 | buy | 17 |
| house-8220162-ocr-68 | Spouse | SF | 50000 | 15001 | STIFEL FINANCIAL CORP | $15,001 - $50,000 | 2024-01-22 | buy | 16 |
| house-8220162-ocr-67 | Spouse | — | — | — | LLM FAMILY INVESTMENTS II LP | — | — | buy | — |
| house-8220162-ocr-66 | Spouse | — | 250000 | 100001 | BRAEMONT PTRS I LP | $100,001 - $250,000 | 2024-01-28 | buy | 11 |
| house-8220162-ocr-65 | Spouse | — | 15000 | 1001 | CAFFEINATED CAPITAL 2023 ALLOCAE ACCESS FUND LP | $1,001 - $15,000 | 2024-01-11 | buy | 23 |
| house-8220162-ocr-64 | Spouse | — | 500000 | 250001 | CONNECTICUT ST SPL TAX | $250,001 - $500,000 | 2024-01-29 | sell | 11 |
| house-8220162-ocr-63 | Spouse | SPY | 250000 | 100001 | SPDR S&P 600 ETF TRUST | $100,001 - $250,000 | 2024-01-22 | sell | 16 |
| house-8220162-ocr-62 | Spouse | — | 250000 | 100001 | ATLANTA GA ARPT REV | $100,001 - $250,000 | 2024-01-02 | sell | 30 |
| house-8220162-ocr-61 | Spouse | — | 250000 | 100001 | FEDERAL HOME LOAN BANK | $100,001 - $250,000 | 2024-01-25 | sell | 13 |
| house-8220162-ocr-60 | Spouse | — | 250000 | 100001 | VANGUARD INDEX FUNDS S&P 500 ETF | $100,001 - $250,000 | 2024-01-16 | sell | 20 |
| house-8220162-ocr-6 | Spouse | — | 15000 | 1001 | WYANDOTTE CNTY KANS CITY | $1,001 - $15,000 | 2024-01-08 | buy | 26 |
| house-8220162-ocr-59 | Spouse | — | 100000 | 50001 | JPM 100% UB TREAS | $50,001 - $100,000 | 2024-01-18 | sell | 18 |
| house-8220162-ocr-58 | Spouse | — | 100000 | 50001 | JPM 100% UB TREAS | $50,001 - $100,000 | 2024-01-22 | sell | 16 |
| house-8220162-ocr-57 | Spouse | NFLX | 100000 | 50001 | NETFLIX INC | $50,001 - $100,000 | 2024-01-11 | sell | 23 |
| house-8220162-ocr-56 | Spouse | — | 100000 | 50001 | JPM 100% US TREAS | $50,001 - $100,000 | 2024-01-31 | sell | 9 |
| house-8220162-ocr-55 | Spouse | LIN | 100000 | 50001 | LINDE PLC NEW | $50,001 - $100,000 | 2024-01-12 | sell | 22 |
| house-8220162-ocr-54 | Spouse | LIN | 100000 | 50001 | LINDE PLC NEW | $50,001 - $100,000 | 2024-01-26 | sell | 12 |
| house-8220162-ocr-53 | Spouse | — | 100000 | 50001 | SPOKANE CO WA SCH DT#81 | $50,001 - $100,000 | 2024-01-12 | sell | 22 |
| house-8220162-ocr-52 | Spouse | — | 100000 | 50001 | JPM 100% US TREAS | $50,001 - $100,000 | 2024-01-24 | sell | 14 |
| house-8220162-ocr-51 | Spouse | LIN | 50000 | 15001 | LINDE PLC NEW | $15,001 - $50,000 | 2024-01-23 | sell | 15 |
| house-8220162-ocr-50 | Spouse | — | 50000 | 15001 | ACCENTURE PLC SHS | $15,001 - $50,000 | 2024-01-29 | sell | 11 |
| house-8220162-ocr-5 | Spouse | — | 15000 | 1001 | JPM 100% US TREAS | $1,001 - $15,000 | 2024-01-02 | buy | 30 |
| house-8220162-ocr-49 | Spouse | CMG | 50000 | 15001 | CHIPOTLE MEXICAN GRILL | $15,001 - $50,000 | 2024-01-26 | sell | 12 |
| house-8220162-ocr-48 | Spouse | — | 50000 | 15001 | Skechers USA Inc | $15,001 - $50,000 | 2024-01-04 | sell | 28 |
| house-8220162-ocr-47 | Spouse | — | 15000 | 1001 | U.S. TREASURY BILL | $1,001 - $15,000 | 2024-01-05 | sell | 27 |
| house-8220162-ocr-46 | Spouse | RHI | 15000 | 1001 | Robert Half International Inc. | $1,001 - $15,000 | 2024-01-17 | sell | 19 |
| house-8220162-ocr-45 | Spouse | G | 15000 | 1001 | GENPACT LTD | $1,001 - $15,000 | 2024-01-17 | sell | 19 |
| house-8220162-ocr-44 | Spouse | VVV | 15000 | 1001 | VALVOLINE INC | $1,001 - $15,000 | 2024-01-17 | sell | 19 |
| house-8220162-ocr-43 | Spouse | — | 15000 | 1001 | Fortune Brands Home & Security Inc | $1,001 - $15,000 | 2024-01-17 | sell | 19 |
| house-8220162-ocr-42 | Spouse | — | 15000 | 1001 | U.S. TREASURY BILL | $1,001 - $15,000 | 2024-01-30 | sell | 10 |
| house-8220162-ocr-41 | Spouse | PLXS | 15000 | 1001 | PLEXUS CORP | $1,001 - $15,000 | 2024-01-17 | sell | 19 |
| house-8220162-ocr-40 | Spouse | GTES | 15000 | 1001 | Gates Industrial Corp PLC | $1,001 - $15,000 | 2024-01-17 | sell | 19 |
| house-8220162-ocr-4 | Spouse | — | 15000 | 1001 | U.S. TREASURY BILL | $1,001 - $15,000 | 2024-01-04 | buy | 28 |
| house-8220162-ocr-39 | Spouse | — | 15000 | 1001 | Interpublic Group of Companies Inc | $1,001 - $15,000 | 2024-01-17 | sell | 19 |
| house-8220162-ocr-38 | Spouse | — | 15000 | 1001 | Houlihao Lakey Inc | $1,001 - $15,000 | 2024-01-17 | sell | 19 |
| house-8220162-ocr-37 | Spouse | PRI | 15000 | 1001 | PRIMERICA INC | $1,001 - $15,000 | 2024-01-17 | sell | 19 |
| house-8220162-ocr-36 | Spouse | — | 15000 | 1001 | Skechers USA Inc | $1,001 - $15,000 | 2024-01-17 | sell | 19 |
| house-8220162-ocr-35 | Spouse | — | 15000 | 1001 | U.S. TREASURY BILL | $1,001 - $15,000 | 2024-01-23 | sell | 15 |
| house-8220162-ocr-34 | Spouse | DCI | 15000 | 1001 | Donaldson Company, Inc. | $1,001 - $15,000 | 2024-01-17 | sell | 19 |
| house-8220162-ocr-33 | Spouse | SSD | 15000 | 1001 | Simpson Manufacturing Co | $1,001 - $15,000 | 2024-01-17 | sell | 19 |
| house-8220162-ocr-32 | Spouse | — | 15000 | 1001 | JPM 100% US TREAS | $1,001 - $15,000 | 2024-01-30 | sell | 10 |
| house-8220162-ocr-31 | Spouse | NSIT | 15000 | 1001 | Insight Enterprises, Inc. | $1,001 - $15,000 | 2024-01-17 | sell | 19 |
| house-8220162-ocr-30 | Spouse | ZION | 15000 | 1001 | Zions Bancorporation NA | $1,001 - $15,000 | 2024-01-17 | sell | 19 |
| house-8220162-ocr-3 | Spouse | — | 15000 | 1001 | JPM 100% US TREAS | $1,001 - $15,000 | 2024-01-11 | buy | 23 |
| house-8220162-ocr-29 | Spouse | WTM | 15000 | 1001 | White Mountains Insurance Group Ltd | $1,001 - $15,000 | 2024-01-17 | sell | 19 |
| house-8220162-ocr-28 | Spouse | — | 15000 | 1001 | Beacon Roofing Supply Inc Class A | $1,001 - $15,000 | 2024-01-17 | sell | 19 |
| house-8220162-ocr-27 | Spouse | BJ | 15000 | 1001 | BJ's Wholesale Club Holdings | $1,001 - $15,000 | 2024-01-17 | sell | 19 |
| house-8220162-ocr-26 | Spouse | HSIC | 15000 | 1001 | Henry Schein, Inc. | $1,001 - $15,000 | 2024-01-17 | sell | 19 |
| house-8220162-ocr-25 | Spouse | — | 500000 | 250001 | CONNECTICUT ST GO BDS | $250,001 - $500,000 | 2024-01-16 | buy | 20 |
| house-8220162-ocr-24 | Spouse | — | 250000 | 100001 | KY INC KY PUB EGY AT RV | $100,001 - $250,000 | 2024-01-12 | buy | 22 |
| house-8220162-ocr-23 | Spouse | — | 250000 | 100001 | BAYER AG-SPONSORED | $100,001 - $250,000 | 2024-01-22 | buy | 16 |
| house-8220162-ocr-22 | Spouse | — | 250000 | 100001 | MASSACHUSETTS ST GO BDS | $100,001 - $250,000 | 2024-01-26 | buy | 12 |
| house-8220162-ocr-21 | Spouse | — | 250000 | 100001 | MAINE ST HSG AUTH MTG | $100,001 - $250,000 | 2024-01-04 | buy | 28 |
| house-8220162-ocr-20 | Spouse | — | 100000 | 50001 | ADVNCO MICRO D INC | $50,001 - $100,000 | 2024-01-26 | buy | 12 |
| house-8220162-ocr-2 | Spouse | — | 15000 | 1001 | JPM 100% US TREAS | $1,001 - $15,000 | 2024-01-25 | buy | 13 |
| house-8220162-ocr-19 | Spouse | AON | 100000 | 50001 | AON PLC | $50,001 - $100,000 | 2024-01-18 | buy | 18 |
| house-8220162-ocr-185 | Dependent | — | 15000 | 1001 | Vanguard Long Term Tax | $1,001 - $15,000 | 2024-01-02 | buy | 30 |
| house-8220162-ocr-184 | Dependent | — | — | — | Linda Mays McCaul Partners II, LP | — | — | sell | — |
| house-8220162-ocr-183 | Dependent | — | 1000000 | 1000000 | JP Morgan Chase Bank Time Deposits | Over $1,000,000 | 2024-01-25 | sell | 13 |
| house-8220162-ocr-182 | Dependent | — | 1000000 | 1000000 | JP Morgan Chase Bank Time Deposits | Over $1,000,000 | 2024-01-11 | sell | 23 |
| house-8220162-ocr-181 | Dependent | — | 1000000 | 1000000 | Vanguard Muni BD Tax-Exempt ETF | Over $1,000,000 | 2024-01-22 | sell | 16 |
| house-8220162-ocr-180 | Dependent | — | 1000000 | 1000000 | JP Morgan Chase Bank Time Deposits | Over $1,000,000 | 2024-01-25 | buy | 13 |
| house-8220162-ocr-18 | Spouse | — | 100000 | 50001 | JPM 100% US TREAS | $50,001 - $100,000 | 2024-01-16 | buy | 20 |
| house-8220162-ocr-179 | Dependent | — | 1000000 | 1000000 | JP Morgan Chase Bank Time Deposits | Over $1,000,000 | 2024-01-11 | buy | 23 |
| house-8220162-ocr-178 | Dependent | — | 1000000 | 1000000 | Vanguard Long-Term Tax-Exempt Fund Admiral Shares | Over $1,000,000 | 2024-01-22 | buy | 16 |
| house-8220162-ocr-177 | Dependent | — | 15000 | 1001 | JPM US Govt MM FD | $1,001 - $15,000 | 2024-01-02 | buy | 30 |
| house-8220162-ocr-176 | Dependent | — | — | — | LLM Family Investments III LP | — | — | sell | — |
| house-8220162-ocr-175 | Dependent | — | 15000 | 1001 | Allstate Corp Del Com | $1,001 - $15,000 | 2024-01-10 | sell | 24 |
| house-8220162-ocr-174 | Dependent | WFC | 15000 | 1001 | Wells Fargo & Co | $1,001 - $15,000 | 2024-01-19 | sell | 17 |
| house-8220162-ocr-173 | Dependent | — | 15000 | 1001 | Fedex Corp Delaware Com | $1,001 - $15,000 | 2024-01-19 | sell | 17 |
| house-8220162-ocr-172 | Dependent | INTC | 15000 | 1001 | Intel Corp | $1,001 - $15,000 | 2024-01-19 | sell | 17 |
| house-8220162-ocr-171 | Dependent | IBM | 15000 | 1001 | Intl Business Machines | $1,001 - $15,000 | 2024-01-19 | sell | 17 |
| house-8220162-ocr-170 | Dependent | OSK | 15000 | 1001 | Oshkosh Corporation | $1,001 - $15,000 | 2024-01-19 | sell | 17 |
| house-8220162-ocr-17 | Spouse | OXY | 100000 | 50001 | OCCIDENTAL PETROLEUM CORP | $50,001 - $100,000 | 2024-01-29 | buy | 11 |
| house-8220162-ocr-169 | Dependent | EQH | 15000 | 1001 | Equitable Holdings Inc | $1,001 - $15,000 | 2024-01-23 | sell | 15 |
| house-8220162-ocr-168 | Dependent | TSN | 15000 | 1001 | Tyson Foods Inc Cl A | $1,001 - $15,000 | 2024-01-23 | sell | 15 |
| house-8220162-ocr-167 | Dependent | — | 15000 | 1001 | Allstate Corp Del Com | $1,001 - $15,000 | 2024-01-19 | sell | 17 |
| house-8220162-ocr-166 | Dependent | LVS | 15000 | 1001 | Las Vegas Sands Corp | $1,001 - $15,000 | 2024-01-19 | sell | 17 |
| house-8220162-ocr-165 | Dependent | ALLY | 15000 | 1001 | ALLY FINL INC | $1,001 - $15,000 | 2024-01-19 | sell | 17 |
| house-8220162-ocr-164 | Dependent | MUR | 15000 | 1001 | MURPHY OIL CORP | $1,001 - $15,000 | 2024-01-19 | sell | 17 |
| house-8220162-ocr-163 | Dependent | TPR | 15000 | 1001 | TAPESTRY INC | $1,001 - $15,000 | 2024-01-19 | sell | 17 |
| house-8220162-ocr-162 | Dependent | AIG | 15000 | 1001 | AMERICAN INTERNATIONAL | $1,001 - $15,000 | 2024-01-19 | sell | 17 |
| house-8220162-ocr-161 | Dependent | — | 50000 | 15001 | CITIGROUP INC COM NEW | $15,001 - $50,000 | 2024-01-10 | buy | 24 |
| house-8220162-ocr-160 | Dependent | SF | 15000 | 1001 | STIFEL FINANCIAL CORP | $1,001 - $15,000 | 2024-01-19 | buy | 17 |
| house-8220162-ocr-16 | Spouse | — | 100000 | 50001 | COLORADO ST CTFS PARTN | $50,001 - $100,000 | 2024-01-22 | buy | 16 |
| house-8220162-ocr-159 | Dependent | SF | 15000 | 1001 | STIFEL FINANCIAL CORP | $1,001 - $15,000 | 2024-01-22 | buy | 16 |
| house-8220162-ocr-158 | Dependent | — | 250000 | 100001 | BRAEMONT PTRS I LP | $100,001 - $250,000 | 2024-01-26 | sell | 12 |
| house-8220162-ocr-157 | Dependent | — | 15000 | 1001 | CAFFEINATED CAPITAL 2023 ALLOCAE ACCESS FUND LP | $1,001 - $15,000 | 2024-01-11 | buy | 23 |
| house-8220162-ocr-156 | Dependent | — | 500000 | 250001 | CONNECTICUT ST SPL TAX | $250,001 - $500,000 | 2024-01-29 | sell | 11 |
| house-8220162-ocr-155 | Dependent | SPY | 250000 | 100001 | SPDR S&P 500 ETF TRUST | $100,001 - $250,000 | 2024-01-22 | sell | 16 |
| house-8220162-ocr-154 | Dependent | — | 250000 | 100001 | ATLANTA GA ARPT REV | $100,001 - $250,000 | 2024-01-02 | sell | 30 |
| house-8220162-ocr-153 | Dependent | — | 100000 | 50001 | FEDERAL HOME LOAN BANK | $50,001 - $100,000 | 2024-01-25 | sell | 13 |
| house-8220162-ocr-152 | Dependent | — | 100000 | 50001 | VANGUARD INDEX FUNDS S&P 500 ETF | $50,001 - $100,000 | 2024-01-16 | sell | 20 |
| house-8220162-ocr-151 | Dependent | — | 100000 | 50001 | JPM 100% US TREAS | $50,001 - $100,000 | 2024-01-18 | sell | 18 |
| house-8220162-ocr-150 | Dependent | — | 100000 | 50001 | JPM 100% US TREAS | $50,001 - $100,000 | 2024-01-22 | sell | 16 |
| house-8220162-ocr-15 | Spouse | UBER | 100000 | 50001 | UBER TECHNOLOGIES INC | $50,001 - $100,000 | 2024-01-12 | buy | 22 |
| house-8220162-ocr-149 | Dependent | NFLX | 100000 | 50001 | NETFLIX INC | $50,001 - $100,000 | 2024-01-11 | sell | 23 |
| house-8220162-ocr-148 | Dependent | — | 100000 | 50001 | JPM 100% US TREAS | $50,001 - $100,000 | 2024-01-31 | sell | 9 |
| house-8220162-ocr-147 | Dependent | LIN | 50000 | 15001 | LINDE PLC NEW | $15,001 - $50,000 | 2024-01-12 | sell | 22 |
| house-8220162-ocr-146 | Dependent | LIN | 50000 | 15001 | LINDE PLC NEW | $15,001 - $50,000 | 2024-01-26 | sell | 12 |
| house-8220162-ocr-145 | Dependent | — | 50000 | 15001 | SPOKANE CO WA SCH DT#81 | $15,001 - $50,000 | 2024-01-12 | sell | 22 |
| house-8220162-ocr-144 | Dependent | — | 50000 | 15001 | JPM 100% US TREAS | $15,001 - $50,000 | 2024-01-24 | sell | 14 |
| house-8220162-ocr-143 | Dependent | LIN | 50000 | 15001 | LINDE PLC NEW | $15,001 - $50,000 | 2024-01-23 | sell | 15 |
| house-8220162-ocr-142 | Dependent | — | 50000 | 15001 | ACCENTURE PLC SHS | $15,001 - $50,000 | 2024-01-29 | sell | 11 |
| house-8220162-ocr-141 | Dependent | CMG | 50000 | 15001 | CHIPOTLE MEXICAN GRILL | $15,001 - $50,000 | 2024-01-26 | sell | 12 |
| house-8220162-ocr-140 | Dependent | — | 50000 | 15001 | Skechers USA Inc | $15,001 - $50,000 | 2024-01-04 | sell | 28 |
| house-8220162-ocr-14 | Spouse | COF | 100000 | 50001 | CAPITAL ONE FINANCIAL CORP | $50,001 - $100,000 | 2024-01-22 | buy | 16 |
| house-8220162-ocr-139 | Dependent | — | 15000 | 1001 | U.S. TREASURY BILL | $1,001 - $15,000 | 2024-01-05 | sell | 27 |
| house-8220162-ocr-138 | Dependent | RHI | 15000 | 1001 | Robert Half International Inc. | $1,001 - $15,000 | 2024-01-17 | sell | 19 |
| house-8220162-ocr-137 | Dependent | G | 15000 | 1001 | GENPACT LTD | $1,001 - $15,000 | 2024-01-17 | sell | 19 |
| house-8220162-ocr-136 | Dependent | VVV | 15000 | 1001 | VALVOLINE INC | $1,001 - $15,000 | 2024-01-17 | sell | 19 |
| house-8220162-ocr-135 | Dependent | — | 15000 | 1001 | Fortune Brands Home & Security Inc | $1,001 - $15,000 | 2024-01-17 | sell | 19 |
| house-8220162-ocr-134 | Dependent | — | 15000 | 1001 | U.S. TREASURY BILL | $1,001 - $15,000 | 2024-01-30 | sell | 10 |
| house-8220162-ocr-133 | Dependent | PLXS | 15000 | 1001 | PLEXUS CORP | $1,001 - $15,000 | 2024-01-17 | sell | 19 |
| house-8220162-ocr-132 | Dependent | GTES | 15000 | 1001 | Gates Industrial Corp PLC | $1,001 - $15,000 | 2024-01-17 | sell | 19 |
| house-8220162-ocr-131 | Dependent | — | 15000 | 1001 | Interpublic Group of Companies Inc | $1,001 - $15,000 | 2024-01-17 | sell | 19 |
| house-8220162-ocr-130 | Dependent | HLI | 15000 | 1001 | Houlihan Lokey Inc | $1,001 - $15,000 | 2024-01-17 | sell | 19 |
| house-8220162-ocr-13 | Spouse | — | 50000 | 15001 | PROSUS NV | $15,001 - $50,000 | 2024-01-16 | buy | 20 |
| house-8220162-ocr-129 | Dependent | PRI | 15000 | 1001 | Primerica Inc | $1,001 - $15,000 | 2024-01-17 | sell | 19 |
| house-8220162-ocr-128 | Dependent | — | 15000 | 1001 | Skechers USA Inc | $1,001 - $15,000 | 2024-01-17 | sell | 19 |
| house-8220162-ocr-127 | Dependent | — | 15000 | 1001 | U.S. Treasury Bill | $1,001 - $15,000 | 2024-01-23 | sell | 15 |
| house-8220162-ocr-126 | Dependent | DCI | 15000 | 1001 | Donaldson Company, Inc. | $1,001 - $15,000 | 2024-01-17 | sell | 19 |
| house-8220162-ocr-125 | Dependent | SSD | 15000 | 1001 | Simpson Manufacturing Co | $1,001 - $15,000 | 2024-01-17 | sell | 19 |
| house-8220162-ocr-124 | Dependent | — | 15000 | 1001 | JPM 100% US Treas | $1,001 - $15,000 | 2024-01-30 | sell | 10 |
| house-8220162-ocr-123 | Dependent | NSIT | 15000 | 1001 | Insight Enterprises, Inc. | $1,001 - $15,000 | 2024-01-17 | sell | 19 |
| house-8220162-ocr-122 | Dependent | ZION | 15000 | 1001 | Zions Bancorporation NA | $1,001 - $15,000 | 2024-01-17 | sell | 19 |
| house-8220162-ocr-121 | Dependent | WTM | 15000 | 1001 | White Mountains Insurance Group Ltd | $1,001 - $15,000 | 2024-01-17 | sell | 19 |
| house-8220162-ocr-120 | Dependent | — | 15000 | 1001 | Beacon Roofing Supply Inc Class A | $1,001 - $15,000 | 2024-01-17 | sell | 19 |
| house-8220162-ocr-12 | Spouse | UBER | 50000 | 15001 | UBER TECHNOLOGIES INC | $15,001 - $50,000 | 2024-01-23 | buy | 15 |
| house-8220162-ocr-119 | Dependent | BJ | 15000 | 1001 | BJ's Wholesale Club Holdings | $1,001 - $15,000 | 2024-01-17 | sell | 19 |
| house-8220162-ocr-118 | Dependent | HSIC | 15000 | 1001 | Henry Schein, Inc. | $1,001 - $15,000 | 2024-01-17 | sell | 19 |
| house-8220162-ocr-117 | Dependent | — | 250000 | 100001 | Connecticut St Go Bds | $100,001 - $250,000 | 2024-01-16 | buy | 20 |
| house-8220162-ocr-116 | Dependent | — | 250000 | 100001 | KY Inc KY Pub Egy At Rv | $100,001 - $250,000 | 2024-01-12 | buy | 22 |
| house-8220162-ocr-115 | Dependent | — | 250000 | 100001 | Bayer AG-Sponsored | $100,001 - $250,000 | 2024-01-22 | buy | 16 |
| house-8220162-ocr-114 | Dependent | — | 250000 | 100001 | Massachusetts St Go Bds | $100,001 - $250,000 | 2024-01-26 | buy | 12 |
| house-8220162-ocr-113 | Dependent | — | 100000 | 50001 | Maine St Hsg Auth Mtg | $50,001 - $100,000 | 2024-01-04 | buy | 28 |
| house-8220162-ocr-112 | Dependent | — | 100000 | 50001 | Advncd Micro D Inc | $50,001 - $100,000 | 2024-01-26 | buy | 12 |
| house-8220162-ocr-111 | Dependent | AON | 100000 | 50001 | Aon PLC | $50,001 - $100,000 | 2024-01-18 | buy | 18 |
| house-8220162-ocr-110 | Dependent | — | 100000 | 50001 | JPM 100% US Treas | $50,001 - $100,000 | 2024-01-16 | buy | 20 |
| house-8220162-ocr-11 | Spouse | — | 50000 | 15001 | FORT BEND TEX INDPT SCH | $15,001 - $50,000 | 2024-01-17 | buy | 19 |
| house-8220162-ocr-109 | Dependent | OXY | 100000 | 50001 | Occidental Petroleum Corp | $50,001 - $100,000 | 2024-01-29 | buy | 11 |
| house-8220162-ocr-108 | Dependent | — | 100000 | 50001 | Colorado St Ctfs Partn | $50,001 - $100,000 | 2024-01-22 | buy | 16 |
| house-8220162-ocr-107 | Dependent | UBER | 50000 | 15001 | Uber Technologies Inc | $15,001 - $50,000 | 2024-01-12 | buy | 22 |
| house-8220162-ocr-106 | Dependent | COF | 50000 | 15001 | Capital One Financial Corp | $15,001 - $50,000 | 2024-01-22 | buy | 16 |
| house-8220162-ocr-105 | Dependent | — | 50000 | 15001 | Prosus NV | $15,001 - $50,000 | 2024-01-16 | buy | 20 |
| house-8220162-ocr-104 | Dependent | UBER | 50000 | 15001 | Uber Technologies Inc | $15,001 - $50,000 | 2024-01-23 | buy | 15 |
| house-8220162-ocr-103 | Dependent | — | 50000 | 15001 | Fort Bend Tex Indpt Sch | $15,001 - $50,000 | 2024-01-17 | buy | 19 |
| house-8220162-ocr-102 | Dependent | TSM | 50000 | 15001 | Taiwan Semiconductor-SP | $15,001 - $50,000 | 2024-01-16 | buy | 20 |
| house-8220162-ocr-101 | Dependent | — | 50000 | 15001 | Entegris Inc Minnesota | $15,001 - $50,000 | 2024-01-29 | buy | 11 |
| house-8220162-ocr-100 | Dependent | — | 50000 | 15001 | San Antonio Tex Elec & | $15,001 - $50,000 | 2024-01-25 | buy | 13 |
| house-8220162-ocr-10 | Spouse | TSM | 50000 | 15001 | TAIWAN SEMICONDUCTOR-SP | $15,001 - $50,000 | 2024-01-16 | buy | 20 |
| house-8220162-ocr-1 | Spouse | — | — | — | LLM FAMILY INVESTMENTS LP | — | — | buy | — |