Michael T. McCaul (House) disclosed 210 transactions
Amendment status is not available for House filings. A filing listed here may since have been amended.
| 2024-03-06 · buy | Dominion Energy Inc — not stated |
| · buy | LLM Family Investments II LP — not stated |
| 2024-03-28 · buy | Lewis & Clark Agrifood Fund II LP — $15,001 - $50,000 |
| 2024-03-26 · buy | BDT Capital Partners Fund L LP — $50,001 - $100,000 |
| 2024-03-14 · buy | Caffeinated Capital 2023 Allocate Access Fund LP — $1,001 - $15,000 |
| 2024-03-21 · sell | JP Morgan Chase Bank - USD — Over $1,000,000 |
| 2024-03-07 · sell | JP Morgan Chase Bank - USD — Over $1,000,000 |
| 2024-03-25 · sell | Meta Platforms Inc — $100,001 - $250,000 |
| 2024-03-25 · sell | Amazon — $100,001 - $250,000 |
| 2024-03-25 · sell | Microsoft Corp — $100,001 - $250,000 |
| 2024-03-26 · buy | WASHINGTON ST CTFS PARTN — $100,001 - $250,000 |
| 2024-03-25 · sell | UnitedHealth Group Inc — $100,001 - $250,000 |
| 2024-03-25 · sell | Shell PLC — $100,001 - $250,000 |
| 2024-03-25 · sell | ConocoPhillips — $100,001 - $250,000 |
| 2024-03-25 · sell | Alphabet CL C — $100,001 - $250,000 |
| 2024-03-25 · sell | General Electric — $100,001 - $250,000 |
| 2024-03-25 · sell | Netflix Inc — $100,001 - $250,000 |
| 2024-03-25 · sell | Safran SA ADR — $50,001 - $100,000 |
| 2024-03-25 · sell | Wells Fargo & Co — $50,001 - $100,000 |
| 2024-03-25 · sell | Goldman Sach Group Inc — $50,001 - $100,000 |
| 2024-03-19 · sell | King CO WA SCH DT#411 — $50,001 - $100,000 |
| 2024-03-04 · buy | Vanguard Federal Money Market Fund — $100,001 - $250,000 |
| 2024-03-15 · sell | Kentucky Inc KY Pub EGY — $50,001 - $100,000 |
| 2024-03-25 · sell | Taiwan Semiconductor Mfg Co — $50,001 - $100,000 |
| 2024-03-25 · sell | SAP SE — $50,001 - $100,000 |
| 2024-03-25 · sell | Hilton Worldwire Hodgs Inc — $50,001 - $100,000 |
| 2024-03-25 · sell | Marriott Inc — $50,001 - $100,000 |
| 2024-03-25 · sell | Capital One Finl Corp — $50,001 - $100,000 |
| 2024-03-25 · sell | Comcast Corp — $50,001 - $100,000 |
| 2024-03-25 · sell | Elevance Health Inc — $50,001 - $100,000 |
| 2024-03-19 · sell | Pennsylvania ST GO BDS — $50,001 - $100,000 |
| 2024-03-01 · sell | Adobe Inc — $50,001 - $100,000 |
| 2024-03-01 · buy | Vanguard Federal Money Market Fund — $100,001 - $250,000 |
| 2024-03-25 · sell | Alphabet CL A — $50,001 - $100,000 |
| 2024-03-19 · sell | Pennsylvania St Go Bds — $100,001 - $250,000 |
| 2024-03-01 · sell | Ohio St Consv Projs Go — $100,001 - $250,000 |
| 2024-03-28 · sell | Vanguard Federal Money Market Fund — $100,001 - $250,000 |
| 2024-03-26 · sell | Woodward Inc — $100,001 - $250,000 |
| 2024-03-19 · sell | Pennsylvania St Go Bds — $50,001 - $100,000 |
| 2024-03-29 · sell | Virginia St HSG Dev Auth — $50,001 - $100,000 |
| 2024-03-25 · sell | Visa Inc — $50,001 - $100,000 |
| 2024-03-15 · sell | Carlisle Companies, Inc. — $50,001 - $100,000 |
| 2024-03-22 · sell | Chipotle Mexican Grill — $50,001 - $100,000 |
| 2024-03-15 · buy | GEORGIA ST HSG-FIN AUTH — $100,001 - $250,000 |
| 2024-03-18 · sell | JPM 100% US Treas Instl Sweep FD — $50,001 - $100,000 |
| 2024-03-25 · sell | Safran SA — $50,001 - $100,000 |
| 2024-03-11 · sell | General Electric Co — $50,001 - $100,000 |
| 2024-03-04 · sell | General Electric Co — $50,001 - $100,000 |
| 2024-03-14 · sell | General Electric Co — $50,001 - $100,000 |
| 2024-03-20 · sell | Marriott International — $50,001 - $100,000 |
| 2024-03-13 · sell | Safran SA — $50,001 - $100,000 |
| 2024-03-11 · sell | Adobe Inc — $50,001 - $100,000 |
| 2024-08-11 · sell | Autodesk Inc Del PV$0.01 — $50,001 - $100,000 |
| 2024-03-28 · sell | EPAM Systems Inc SHS — $15,001 - $50,000 |
| 2024-03-01 · buy | Vanguard Federal Money Market Fund — $250,001 - $500,000 |
| 2024-03-05 · sell | EPAM Systems Inc SHS — $15,001 - $50,000 |
| 2024-03-27 · sell | EPAM Systems Inc SHS — $15,001 - $50,000 |
| 2024-08-05 · sell | Accenture PLC SHB — $15,001 - $50,000 |
| 2024-03-05 · sell | Intuit Inc Com — $15,001 - $50,000 |
| 2024-03-05 · sell | Autodesk Inc Del PV$0.01 — $15,001 - $50,000 |
| … | 150 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 | 8220214 |
| chamber | house |
| comment | — |
| asset type | Stock |
| report url | https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2024/8220214.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 | 2024-04-16 |
| extraction method | vision_ocr |
Each transaction (210)
| id | owner | ticker | amount max | amount min | asset name | amount range | transaction date | transaction type | reporting lag days |
|---|---|---|---|---|---|---|---|---|---|
| house-8220214-ocr-99 | Spouse | D | — | — | Dominion Energy Inc | — | 2024-03-06 | buy | 30 |
| house-8220214-ocr-98 | Spouse | — | — | — | LLM Family Investments II LP | — | — | buy | — |
| house-8220214-ocr-97 | Spouse | — | 50000 | 15001 | Lewis & Clark Agrifood Fund II LP | $15,001 - $50,000 | 2024-03-28 | buy | 13 |
| house-8220214-ocr-96 | Spouse | — | 100000 | 50001 | BDT Capital Partners Fund L LP | $50,001 - $100,000 | 2024-03-26 | buy | 15 |
| house-8220214-ocr-95 | Spouse | — | 15000 | 1001 | Caffeinated Capital 2023 Allocate Access Fund LP | $1,001 - $15,000 | 2024-03-14 | buy | 23 |
| house-8220214-ocr-94 | Spouse | — | 1000000 | 1000000 | JP Morgan Chase Bank - USD | Over $1,000,000 | 2024-03-21 | sell | 18 |
| house-8220214-ocr-93 | Spouse | — | 1000000 | 1000000 | JP Morgan Chase Bank - USD | Over $1,000,000 | 2024-03-07 | sell | 29 |
| house-8220214-ocr-92 | Spouse | META | 250000 | 100001 | Meta Platforms Inc | $100,001 - $250,000 | 2024-03-25 | sell | 16 |
| house-8220214-ocr-91 | Spouse | — | 250000 | 100001 | Amazon | $100,001 - $250,000 | 2024-03-25 | sell | 16 |
| house-8220214-ocr-90 | Spouse | MSFT | 250000 | 100001 | Microsoft Corp | $100,001 - $250,000 | 2024-03-25 | sell | 16 |
| house-8220214-ocr-9 | Spouse | — | 250000 | 100001 | WASHINGTON ST CTFS PARTN | $100,001 - $250,000 | 2024-03-26 | buy | 15 |
| house-8220214-ocr-89 | Spouse | UNH | 250000 | 100001 | UnitedHealth Group Inc | $100,001 - $250,000 | 2024-03-25 | sell | 16 |
| house-8220214-ocr-88 | Spouse | SHEL | 250000 | 100001 | Shell PLC | $100,001 - $250,000 | 2024-03-25 | sell | 16 |
| house-8220214-ocr-87 | Spouse | COP | 250000 | 100001 | ConocoPhillips | $100,001 - $250,000 | 2024-03-25 | sell | 16 |
| house-8220214-ocr-86 | Spouse | — | 250000 | 100001 | Alphabet CL C | $100,001 - $250,000 | 2024-03-25 | sell | 16 |
| house-8220214-ocr-85 | Spouse | GE | 250000 | 100001 | General Electric | $100,001 - $250,000 | 2024-03-25 | sell | 16 |
| house-8220214-ocr-84 | Spouse | NFLX | 250000 | 100001 | Netflix Inc | $100,001 - $250,000 | 2024-03-25 | sell | 16 |
| house-8220214-ocr-83 | Spouse | — | 100000 | 50001 | Safran SA ADR | $50,001 - $100,000 | 2024-03-25 | sell | 16 |
| house-8220214-ocr-82 | Spouse | WFC | 100000 | 50001 | Wells Fargo & Co | $50,001 - $100,000 | 2024-03-25 | sell | 16 |
| house-8220214-ocr-81 | Spouse | — | 100000 | 50001 | Goldman Sach Group Inc | $50,001 - $100,000 | 2024-03-25 | sell | 16 |
| house-8220214-ocr-80 | Spouse | — | 100000 | 50001 | King CO WA SCH DT#411 | $50,001 - $100,000 | 2024-03-19 | sell | 20 |
| house-8220214-ocr-8 | Spouse | — | 250000 | 100001 | Vanguard Federal Money Market Fund | $100,001 - $250,000 | 2024-03-04 | buy | 32 |
| house-8220214-ocr-79 | Spouse | — | 100000 | 50001 | Kentucky Inc KY Pub EGY | $50,001 - $100,000 | 2024-03-15 | sell | 22 |
| house-8220214-ocr-78 | Spouse | TSM | 100000 | 50001 | Taiwan Semiconductor Mfg Co | $50,001 - $100,000 | 2024-03-25 | sell | 16 |
| house-8220214-ocr-77 | Spouse | SAP | 100000 | 50001 | SAP SE | $50,001 - $100,000 | 2024-03-25 | sell | 16 |
| house-8220214-ocr-76 | Spouse | — | 100000 | 50001 | Hilton Worldwire Hodgs Inc | $50,001 - $100,000 | 2024-03-25 | sell | 16 |
| house-8220214-ocr-75 | Spouse | — | 100000 | 50001 | Marriott Inc | $50,001 - $100,000 | 2024-03-25 | sell | 16 |
| house-8220214-ocr-74 | Spouse | COF | 100000 | 50001 | Capital One Finl Corp | $50,001 - $100,000 | 2024-03-25 | sell | 16 |
| house-8220214-ocr-73 | Spouse | CMCSA | 100000 | 50001 | Comcast Corp | $50,001 - $100,000 | 2024-03-25 | sell | 16 |
| house-8220214-ocr-72 | Spouse | ELV | 100000 | 50001 | Elevance Health Inc | $50,001 - $100,000 | 2024-03-25 | sell | 16 |
| house-8220214-ocr-71 | Spouse | — | 100000 | 50001 | Pennsylvania ST GO BDS | $50,001 - $100,000 | 2024-03-19 | sell | 20 |
| house-8220214-ocr-70 | Spouse | ADBE | 100000 | 50001 | Adobe Inc | $50,001 - $100,000 | 2024-03-01 | sell | 33 |
| house-8220214-ocr-7 | Spouse | — | 250000 | 100001 | Vanguard Federal Money Market Fund | $100,001 - $250,000 | 2024-03-01 | buy | 33 |
| house-8220214-ocr-69 | Spouse | — | 100000 | 50001 | Alphabet CL A | $50,001 - $100,000 | 2024-03-25 | sell | 16 |
| house-8220214-ocr-68 | Spouse | — | 250000 | 100001 | Pennsylvania St Go Bds | $100,001 - $250,000 | 2024-03-19 | sell | 20 |
| house-8220214-ocr-67 | Spouse | — | 250000 | 100001 | Ohio St Consv Projs Go | $100,001 - $250,000 | 2024-03-01 | sell | 33 |
| house-8220214-ocr-66 | Spouse | — | 250000 | 100001 | Vanguard Federal Money Market Fund | $100,001 - $250,000 | 2024-03-28 | sell | 13 |
| house-8220214-ocr-65 | Spouse | WWD | 250000 | 100001 | Woodward Inc | $100,001 - $250,000 | 2024-03-26 | sell | 15 |
| house-8220214-ocr-64 | Spouse | — | 100000 | 50001 | Pennsylvania St Go Bds | $50,001 - $100,000 | 2024-03-19 | sell | 20 |
| house-8220214-ocr-63 | Spouse | — | 100000 | 50001 | Virginia St HSG Dev Auth | $50,001 - $100,000 | 2024-03-29 | sell | 12 |
| house-8220214-ocr-62 | Spouse | V | 100000 | 50001 | Visa Inc | $50,001 - $100,000 | 2024-03-25 | sell | 16 |
| house-8220214-ocr-61 | Spouse | CSL | 100000 | 50001 | Carlisle Companies, Inc. | $50,001 - $100,000 | 2024-03-15 | sell | 22 |
| house-8220214-ocr-60 | Spouse | CMG | 100000 | 50001 | Chipotle Mexican Grill | $50,001 - $100,000 | 2024-03-22 | sell | 17 |
| house-8220214-ocr-6 | Spouse | — | 250000 | 100001 | GEORGIA ST HSG-FIN AUTH | $100,001 - $250,000 | 2024-03-15 | buy | 22 |
| house-8220214-ocr-59 | Spouse | — | 100000 | 50001 | JPM 100% US Treas Instl Sweep FD | $50,001 - $100,000 | 2024-03-18 | sell | 21 |
| house-8220214-ocr-58 | Spouse | — | 100000 | 50001 | Safran SA | $50,001 - $100,000 | 2024-03-25 | sell | 16 |
| house-8220214-ocr-57 | Spouse | GE | 100000 | 50001 | General Electric Co | $50,001 - $100,000 | 2024-03-11 | sell | 26 |
| house-8220214-ocr-56 | Spouse | GE | 100000 | 50001 | General Electric Co | $50,001 - $100,000 | 2024-03-04 | sell | 32 |
| house-8220214-ocr-55 | Spouse | GE | 100000 | 50001 | General Electric Co | $50,001 - $100,000 | 2024-03-14 | sell | 23 |
| house-8220214-ocr-54 | Spouse | MAR | 100000 | 50001 | Marriott International | $50,001 - $100,000 | 2024-03-20 | sell | 19 |
| house-8220214-ocr-53 | Spouse | — | 100000 | 50001 | Safran SA | $50,001 - $100,000 | 2024-03-13 | sell | 24 |
| house-8220214-ocr-52 | Spouse | ADBE | 100000 | 50001 | Adobe Inc | $50,001 - $100,000 | 2024-03-11 | sell | 26 |
| house-8220214-ocr-51 | Spouse | — | 100000 | 50001 | Autodesk Inc Del PV$0.01 | $50,001 - $100,000 | 2024-08-11 | sell | 85 |
| house-8220214-ocr-50 | Spouse | EPAM | 50000 | 15001 | EPAM Systems Inc SHS | $15,001 - $50,000 | 2024-03-28 | sell | 13 |
| house-8220214-ocr-5 | Spouse | — | 500000 | 250001 | Vanguard Federal Money Market Fund | $250,001 - $500,000 | 2024-03-01 | buy | 33 |
| house-8220214-ocr-49 | Spouse | — | 50000 | 15001 | EPAM Systems Inc SHS | $15,001 - $50,000 | 2024-03-05 | sell | 31 |
| house-8220214-ocr-48 | Spouse | EPAM | 50000 | 15001 | EPAM Systems Inc SHS | $15,001 - $50,000 | 2024-03-27 | sell | 14 |
| house-8220214-ocr-47 | Spouse | — | 50000 | 15001 | Accenture PLC SHB | $15,001 - $50,000 | 2024-08-05 | sell | 80 |
| house-8220214-ocr-46 | Spouse | — | 50000 | 15001 | Intuit Inc Com | $15,001 - $50,000 | 2024-03-05 | sell | 31 |
| house-8220214-ocr-45 | Spouse | — | 50000 | 15001 | Autodesk Inc Del PV$0.01 | $15,001 - $50,000 | 2024-03-05 | sell | 31 |
| house-8220214-ocr-44 | Spouse | NFLX | 50000 | 15001 | Netflix Inc | $15,001 - $50,000 | 2024-03-07 | sell | 29 |
| house-8220214-ocr-43 | Spouse | — | 50000 | 15001 | JPM 100% US Treas Instl Sweep FD | $15,001 - $50,000 | 2024-03-20 | sell | 19 |
| house-8220214-ocr-42 | Spouse | — | 15000 | 1001 | U.S. Treasury Bill | $1,001 - $15,000 | 2024-03-28 | sell | 13 |
| house-8220214-ocr-41 | Spouse | — | 15000 | 1001 | JPM 100% US Treas Instl Sweep FD | $1,001 - $15,000 | 2024-03-15 | sell | 22 |
| house-8220214-ocr-40 | Spouse | — | 15000 | 1001 | JPM 100% US Treas Instl Sweep FD | $1,001 - $15,000 | 2024-03-05 | buy | 31 |
| house-8220214-ocr-4 | Spouse | — | 1000000 | 1000000 | JP MORGAN CHASE BANK - USD | Over $1,000,000 | 2024-03-07 | buy | 29 |
| house-8220214-ocr-39 | Spouse | — | 15000 | 1001 | JPM 100% US Treas Instl Sweep FD | $1,001 - $15,000 | 2024-03-26 | buy | 15 |
| house-8220214-ocr-38 | Spouse | — | 15000 | 1001 | JPM 100% US Treas Instl Sweep FD | $1,001 - $15,000 | 2024-03-19 | buy | 20 |
| house-8220214-ocr-37 | Spouse | — | 15000 | 1001 | JPM 100% US Treas Instl Sweep FD | $1,001 - $15,000 | 2024-03-22 | buy | 17 |
| house-8220214-ocr-36 | Spouse | — | 15000 | 1001 | JPM 100% US Treas Instl Sweep FD | $1,001 - $15,000 | 2024-03-26 | buy | 15 |
| house-8220214-ocr-35 | Spouse | — | 15000 | 1001 | U.S. Treasury Bill | $1,001 - $15,000 | 2024-03-27 | buy | 14 |
| house-8220214-ocr-34 | Spouse | — | 15000 | 1001 | JPM US GOVT MM FD | $1,001 - $15,000 | 2024-03-01 | buy | 33 |
| house-8220214-ocr-33 | Spouse | — | 15000 | 1001 | JPM 100% US TREAS INSTL SWEEP FD | $1,001 - $15,000 | 2024-03-01 | buy | 33 |
| house-8220214-ocr-32 | Spouse | — | 50000 | 15001 | Vanguard Federal Money Market Fund | $15,001 - $50,000 | 2024-03-01 | buy | 33 |
| house-8220214-ocr-31 | Spouse | — | 50000 | 15001 | ADVNCD MICRO D INC | $15,001 - $50,000 | 2024-03-27 | buy | 14 |
| house-8220214-ocr-30 | Spouse | — | 50000 | 15001 | JPM 100% US TREAS INSTL SWEEP FD | $15,001 - $50,000 | 2024-03-07 | buy | 29 |
| house-8220214-ocr-3 | Spouse | — | 1000000 | 1000000 | JP MORGAN CHASE BANK - USD | Over $1,000,000 | 2024-03-21 | buy | 18 |
| house-8220214-ocr-29 | Spouse | — | 15000 | 1001 | Vanguard Federal Money Market Fund | $1,001 - $15,000 | 2024-03-01 | buy | 33 |
| house-8220214-ocr-28 | Spouse | — | 50000 | 15001 | Vanguard Federal Money Market Fund | $15,001 - $50,000 | 2024-03-01 | buy | 33 |
| house-8220214-ocr-27 | Spouse | — | 50000 | 15001 | JPM 100% US TREAS INSTL SWEEP FD | $15,001 - $50,000 | 2024-03-13 | buy | 24 |
| house-8220214-ocr-26 | Spouse | — | 100000 | 50001 | ENERGY NORTHWEST WASH | $50,001 - $100,000 | 2024-03-19 | buy | 20 |
| house-8220214-ocr-25 | Spouse | META | 100000 | 50001 | META PLATFORMS INC | $50,001 - $100,000 | 2024-03-26 | buy | 15 |
| house-8220214-ocr-24 | Spouse | — | 100000 | 50001 | JPM 100% US TREAS INSTL SWEEP FD | $50,001 - $100,000 | 2024-03-04 | buy | 32 |
| house-8220214-ocr-23 | Spouse | — | 100000 | 50001 | JPM 100% US TREAS INSTL SWEEP FD | $50,001 - $100,000 | 2024-03-11 | buy | 26 |
| house-8220214-ocr-22 | Spouse | — | 100000 | 50001 | JPM 100% US TREAS INSTL SWEEP FD | $50,001 - $100,000 | 2024-03-14 | buy | 23 |
| house-8220214-ocr-210 | Dependent | IBM | 50000 | 15001 | Intl Business Machines | $15,001 - $50,000 | 2024-03-05 | sell | 31 |
| house-8220214-ocr-21 | Spouse | — | 100000 | 50001 | DISCOVER FINANCIAL SERVICES | $50,001 - $100,000 | 2024-03-18 | buy | 21 |
| house-8220214-ocr-209 | Dependent | — | 50000 | 15001 | Pending Direct Mutual Fund Purch | $15,001 - $50,000 | 2024-03-07 | sell | 29 |
| house-8220214-ocr-208 | Dependent | — | 15000 | 1001 | Vanguard Total Stock | $1,001 - $15,000 | 2024-03-26 | buy | 15 |
| house-8220214-ocr-207 | Dependent | — | 15000 | 1001 | Vanguard Long Term Tax | $1,001 - $15,000 | 2024-03-01 | buy | 33 |
| house-8220214-ocr-206 | Dependent | — | 50000 | 15001 | Vanguard Federal Money | $15,001 - $50,000 | 2024-03-07 | buy | 29 |
| house-8220214-ocr-205 | Dependent | — | 50000 | 15001 | Pending Direct Mutual Fund Purch | $15,001 - $50,000 | 2024-03-08 | buy | 28 |
| house-8220214-ocr-204 | Dependent | D | 50000 | 15001 | DOMINION ENERGY INC | $15,001 - $50,000 | 2024-03-05 | buy | 31 |
| house-8220214-ocr-203 | Dependent | — | — | — | LLM FAMILY INVESTMENTS II LP | — | — | buy | — |
| house-8220214-ocr-202 | Dependent | — | 15000 | 1001 | LEWIS & CLARK AGRIFOOD FUND II LP | $1,001 - $15,000 | 2024-03-28 | buy | 13 |
| house-8220214-ocr-201 | Dependent | — | 50000 | 15001 | BDT CAPITAL PARTNERS FUND L LP | $15,001 - $50,000 | 2024-03-26 | buy | 15 |
| house-8220214-ocr-200 | Dependent | — | 15000 | 1001 | CAFFEINATED CAPITAL 2023 ALLOCATE ACCESS FUND LP | $1,001 - $15,000 | 2024-03-14 | buy | 23 |
| house-8220214-ocr-20 | Spouse | META | 100000 | 50001 | META PLATFORMS INC | $50,001 - $100,000 | 2024-03-28 | buy | 13 |
| house-8220214-ocr-2 | Spouse | — | 1000000 | 1000000 | EAGLE CAP SELECT EQUITY ETF | Over $1,000,000 | 2024-03-25 | buy | 16 |
| house-8220214-ocr-199 | Dependent | — | 1000000 | 1000000 | JP MORGAN CHASE BANK - USD | Over $1,000,000 | 2024-03-21 | sell | 18 |
| house-8220214-ocr-198 | Dependent | — | 1000000 | 1000000 | JP MORGAN CHASE BANK - USD | Over $1,000,000 | 2024-03-07 | sell | 29 |
| house-8220214-ocr-197 | Dependent | META | 500000 | 250001 | META PLATFORMS INC | $250,001 - $500,000 | 2024-03-25 | sell | 16 |
| house-8220214-ocr-196 | Dependent | — | 500000 | 250001 | AMAZON | $250,001 - $500,000 | 2024-03-25 | sell | 16 |
| house-8220214-ocr-195 | Dependent | MSFT | 500000 | 250001 | MICROSOFT CORP | $250,001 - $500,000 | 2024-03-25 | sell | 16 |
| house-8220214-ocr-194 | Dependent | UNH | 500000 | 250001 | UNITEDHEALTH GROUP INC | $250,001 - $500,000 | 2024-03-25 | sell | 16 |
| house-8220214-ocr-193 | Dependent | SHEL | 500000 | 250001 | SHELL PLC | $250,001 - $500,000 | 2024-03-25 | sell | 16 |
| house-8220214-ocr-192 | Dependent | — | 500000 | 250001 | CONONOPHILLIPS | $250,001 - $500,000 | 2024-03-25 | sell | 16 |
| house-8220214-ocr-191 | Dependent | — | 500000 | 250001 | ALPHABET CL C | $250,001 - $500,000 | 2024-03-25 | sell | 16 |
| house-8220214-ocr-190 | Dependent | GE | 500000 | 250001 | GENERAL ELECTRIC | $250,001 - $500,000 | 2024-03-25 | sell | 16 |
| house-8220214-ocr-19 | Spouse | — | 100000 | 50001 | WASHINGTON ST VAR PURP | $50,001 - $100,000 | 2024-03-19 | buy | 20 |
| house-8220214-ocr-189 | Dependent | NFLX | 500000 | 250001 | NETFLIX INC | $250,001 - $500,000 | 2024-03-25 | sell | 16 |
| house-8220214-ocr-188 | Dependent | — | 250000 | 100001 | SAFRAN SA ADR | $100,001 - $250,000 | 2024-03-26 | sell | 15 |
| house-8220214-ocr-187 | Dependent | WFC | 250000 | 100001 | WELLS FARGO & CO | $100,001 - $250,000 | 2024-03-25 | sell | 16 |
| house-8220214-ocr-186 | Dependent | — | 250000 | 100001 | GOLDMAN SACH GROUP INC | $100,001 - $250,000 | 2024-03-25 | sell | 16 |
| house-8220214-ocr-185 | Dependent | — | 250000 | 100001 | KING CO WA SCH DT#411 | $100,001 - $250,000 | 2024-03-19 | sell | 20 |
| house-8220214-ocr-184 | Dependent | — | 250000 | 100001 | KENTUCKY INC KY PUB EGY | $100,001 - $250,000 | 2024-03-15 | sell | 22 |
| house-8220214-ocr-183 | Dependent | TSM | 250000 | 100001 | TAIWAN SEMICONDUCTOR MFG CO | $100,001 - $250,000 | 2024-03-25 | sell | 16 |
| house-8220214-ocr-182 | Dependent | SAP | 250000 | 100001 | SAP SE | $100,001 - $250,000 | 2024-03-25 | sell | 16 |
| house-8220214-ocr-181 | Dependent | — | 250000 | 100001 | HILTON WORLDWIRE HODGS INC | $100,001 - $250,000 | 2024-03-25 | sell | 16 |
| house-8220214-ocr-180 | Dependent | — | 250000 | 100001 | MARRIOTT INC | $100,001 - $250,000 | 2024-03-25 | sell | 16 |
| house-8220214-ocr-18 | Spouse | META | 100000 | 50001 | META PLATFORMS INC | $50,001 - $100,000 | 2024-03-22 | buy | 17 |
| house-8220214-ocr-179 | Dependent | COF | 250000 | 100001 | CAPITAL ONE FINL CORP | $100,001 - $250,000 | 2024-03-26 | sell | 15 |
| house-8220214-ocr-178 | Dependent | CMCSA | 250000 | 100001 | COMCAST CORP | $100,001 - $250,000 | 2024-03-25 | sell | 16 |
| house-8220214-ocr-177 | Dependent | — | 250000 | 100001 | ELEVANCE HEAKTH INC | $100,001 - $250,000 | 2024-03-25 | sell | 16 |
| house-8220214-ocr-176 | Dependent | — | 250000 | 100001 | PENNSYLVANIA ST GO BDS | $100,001 - $250,000 | 2024-03-19 | sell | 20 |
| house-8220214-ocr-175 | Dependent | GOOGL | 250000 | 100001 | ALPHABET CL A | $100,001 - $250,000 | 2024-03-25 | sell | 16 |
| house-8220214-ocr-174 | Dependent | WWD | 100000 | 50001 | WOODWARD INC | $50,001 - $100,000 | 2024-03-25 | sell | 16 |
| house-8220214-ocr-173 | Dependent | — | 100000 | 50001 | PENNSYLVANIA ST GO BDS | $50,001 - $100,000 | 2024-03-19 | sell | 20 |
| house-8220214-ocr-172 | Dependent | — | 100000 | 50001 | OHIO ST CONSV PROJS GO | $50,001 - $100,000 | 2024-03-01 | sell | 33 |
| house-8220214-ocr-171 | Dependent | ADBE | 100000 | 50001 | ADOBE INC | $50,001 - $100,000 | 2024-03-01 | sell | 33 |
| house-8220214-ocr-170 | Dependent | — | 100000 | 50001 | Vanguard Federal Money Market Fund | $50,001 - $100,000 | 2024-03-28 | sell | 13 |
| house-8220214-ocr-17 | Spouse | — | 100000 | 50001 | JPM 100% US TREAS INSTL SWEEP FD | $50,001 - $100,000 | 2024-03-25 | buy | 16 |
| house-8220214-ocr-169 | Dependent | V | 100000 | 50001 | VISA INC | $50,001 - $100,000 | 2024-03-28 | sell | 13 |
| house-8220214-ocr-168 | Dependent | — | 100000 | 50001 | PENNSYLVANIA ST GO BDS | $50,001 - $100,000 | 2024-03-19 | sell | 20 |
| house-8220214-ocr-167 | Dependent | — | 100000 | 50001 | VIRGINIA ST HSG DEV AUTH | $50,001 - $100,000 | 2024-03-29 | sell | 12 |
| house-8220214-ocr-166 | Dependent | CSL | 100000 | 50001 | Carlisle Companies, Inc. | $50,001 - $100,000 | 2024-03-15 | sell | 22 |
| house-8220214-ocr-165 | Dependent | — | 50000 | 15001 | JPM 100% US TREAS INSTL SWEEP FD | $15,001 - $50,000 | 2024-03-18 | sell | 21 |
| house-8220214-ocr-164 | Dependent | — | 50000 | 15001 | SAFRAN SA | $15,001 - $50,000 | 2024-03-25 | sell | 16 |
| house-8220214-ocr-163 | Dependent | GE | 50000 | 15001 | GENERAL ELECTRIC CO | $15,001 - $50,000 | 2024-03-11 | sell | 26 |
| house-8220214-ocr-162 | Dependent | GE | 50000 | 15001 | GENERAL ELECTRIC CO | $15,001 - $50,000 | 2024-03-04 | sell | 32 |
| house-8220214-ocr-161 | Dependent | GE | 50000 | 15001 | GENERAL ELECTRIC CO | $15,001 - $50,000 | 2024-03-14 | sell | 23 |
| house-8220214-ocr-160 | Dependent | CMG | 50000 | 15001 | CHIPOTLE MEXICAN GRILL | $15,001 - $50,000 | 2024-03-22 | sell | 17 |
| house-8220214-ocr-16 | Spouse | — | 100000 | 50001 | ATKORE INC COM | $50,001 - $100,000 | 2024-03-15 | buy | 22 |
| house-8220214-ocr-159 | Dependent | MAR | 50000 | 15001 | MARRIOTT INTERNATIONAL | $15,001 - $50,000 | 2024-03-20 | sell | 19 |
| house-8220214-ocr-158 | Dependent | — | 50000 | 15001 | SAFRAN SA | $15,001 - $50,000 | 2024-03-13 | sell | 24 |
| house-8220214-ocr-157 | Dependent | ADBE | 50000 | 15001 | ADOBE INC | $15,001 - $50,000 | 2024-03-11 | sell | 26 |
| house-8220214-ocr-156 | Dependent | — | 50000 | 15001 | AUTODESK INC DEL PV$0.01 | $15,001 - $50,000 | 2024-03-11 | sell | 26 |
| house-8220214-ocr-155 | Dependent | EPAM | 50000 | 15001 | EPAM SYSTEMS INC SHS | $15,001 - $50,000 | 2024-03-28 | sell | 13 |
| house-8220214-ocr-154 | Dependent | EPAM | 50000 | 15001 | EPAM SYSTEMS INC SHS | $15,001 - $50,000 | 2024-03-26 | sell | 15 |
| house-8220214-ocr-153 | Dependent | EPAM | 50000 | 15001 | EPAM SYSTEMS INC SHS | $15,001 - $50,000 | 2024-03-27 | sell | 14 |
| house-8220214-ocr-152 | Dependent | — | 50000 | 15001 | ACCENTURE PLC SHS | $15,001 - $50,000 | 2024-03-05 | sell | 31 |
| house-8220214-ocr-151 | Dependent | — | 50000 | 15001 | INTUIT INC COM | $15,001 - $50,000 | 2024-03-05 | sell | 31 |
| house-8220214-ocr-150 | Dependent | — | 50000 | 15001 | AUTODESK INC DEL PV$0.01 | $15,001 - $50,000 | 2024-03-05 | sell | 31 |
| house-8220214-ocr-15 | Spouse | SHEL | 100000 | 50001 | SHELL PLC | $50,001 - $100,000 | 2024-03-20 | buy | 19 |
| house-8220214-ocr-149 | Dependent | NFLX | 50000 | 15001 | NETFLIX INC | $15,001 - $50,000 | 2024-03-07 | sell | 29 |
| house-8220214-ocr-148 | Dependent | — | 50000 | 15001 | JPM 100% US TREAS INSTL SWEEP FD | $15,001 - $50,000 | 2024-03-20 | sell | 19 |
| house-8220214-ocr-147 | Dependent | — | 15000 | 1001 | U.S. TREASURY BILL | $1,001 - $15,000 | 2024-03-26 | sell | 15 |
| house-8220214-ocr-146 | Dependent | — | 15000 | 1001 | U.S. TREASURY BILL | $1,001 - $15,000 | 2024-03-15 | sell | 22 |
| house-8220214-ocr-145 | Dependent | — | 15000 | 1001 | JPM 100% US TREAS INSTL SWEEP FD | $1,001 - $15,000 | 2024-03-05 | buy | 31 |
| house-8220214-ocr-144 | Dependent | — | 15000 | 1001 | JPM 100% US TREAS INSTL SWEEP FD | $1,001 - $15,000 | 2024-03-28 | buy | 13 |
| house-8220214-ocr-143 | Dependent | — | 15000 | 1001 | JPM 100% US TREAS INSTL SWEEP FD | $1,001 - $15,000 | 2024-03-19 | buy | 20 |
| house-8220214-ocr-142 | Dependent | — | 15000 | 1001 | JPM 100% US TREAS INSTL SWEEP FD | $1,001 - $15,000 | 2024-03-22 | buy | 17 |
| house-8220214-ocr-141 | Dependent | — | 15000 | 1001 | U.S. TREASURY BILL | $1,001 - $15,000 | 2024-03-27 | buy | 14 |
| house-8220214-ocr-140 | Dependent | — | 15000 | 1001 | JPM 100% US TREAS INSTL SWEEP FD | $1,001 - $15,000 | 2024-03-28 | buy | 13 |
| house-8220214-ocr-14 | Spouse | ANET | 250000 | 100001 | ARISTA NETWORKS INC | $100,001 - $250,000 | 2024-03-11 | buy | 26 |
| house-8220214-ocr-139 | Dependent | — | 15000 | 1001 | JPM US GOVT MM FD | $1,001 - $15,000 | 2024-03-01 | buy | 33 |
| house-8220214-ocr-138 | Dependent | — | 15000 | 1001 | Vanguard Federal Money Market Fund | $1,001 - $15,000 | 2024-03-01 | buy | 33 |
| house-8220214-ocr-137 | Dependent | — | 15000 | 1001 | JPM 100% US TREAS INSTL SWEEP FD | $1,001 - $15,000 | 2024-03-01 | buy | 33 |
| house-8220214-ocr-136 | Dependent | — | 50000 | 15001 | ADVNCD MICRO D INC | $15,001 - $50,000 | 2024-03-27 | buy | 14 |
| house-8220214-ocr-135 | Dependent | — | 50000 | 15001 | Vanguard Federal Money Market Fund | $15,001 - $50,000 | 2024-03-01 | buy | 33 |
| house-8220214-ocr-134 | Dependent | — | 50000 | 15001 | JPM 100% US TREAS INSTL SWEEP FD | $15,001 - $50,000 | 2024-03-07 | buy | 29 |
| house-8220214-ocr-133 | Dependent | — | 50000 | 15001 | Vanguard Federal Money Market Fund | $15,001 - $50,000 | 2024-03-01 | buy | 33 |
| house-8220214-ocr-132 | Dependent | META | 50000 | 15001 | META PLATFORMS INC | $15,001 - $50,000 | 2024-03-26 | buy | 15 |
| house-8220214-ocr-131 | Dependent | — | 50000 | 15001 | ENERGY NORTHWEST WASH | $15,001 - $50,000 | 2024-03-19 | buy | 20 |
| house-8220214-ocr-130 | Dependent | META | 50000 | 15001 | META PLATFORMS INC | $15,001 - $50,000 | 2024-03-26 | buy | 15 |
| house-8220214-ocr-13 | Spouse | — | 250000 | 100001 | CASS CNTY N D JT WTR RES | $100,001 - $250,000 | 2024-03-18 | buy | 21 |
| house-8220214-ocr-129 | Dependent | META | 50000 | 15001 | META PLATFORMS INC | $15,001 - $50,000 | 2024-03-22 | buy | 17 |
| house-8220214-ocr-128 | Dependent | — | 50000 | 15001 | WASHINGTON ST VAR PURP | $15,001 - $50,000 | 2024-03-19 | buy | 20 |
| house-8220214-ocr-127 | Dependent | — | 50000 | 15001 | JPM 100% US TREAS INSTL SWEEP FD | $15,001 - $50,000 | 2024-03-13 | buy | 24 |
| house-8220214-ocr-126 | Dependent | — | 50000 | 15001 | JPM 100% US TREAS INSTL SWEEP FD | $15,001 - $50,000 | 2024-03-04 | buy | 32 |
| house-8220214-ocr-125 | Dependent | — | 50000 | 15001 | JPM 100% US TREAS INSTL SWEEP FD | $15,001 - $50,000 | 2024-03-11 | buy | 26 |
| house-8220214-ocr-124 | Dependent | — | 50000 | 15001 | JPM 100% US TREAS INSTL SWEEP FD | $15,001 - $50,000 | 2024-03-14 | buy | 23 |
| house-8220214-ocr-123 | Dependent | — | 50000 | 15001 | DISCOVER FINANCIAL SERVICES | $15,001 - $50,000 | 2024-03-18 | buy | 21 |
| house-8220214-ocr-122 | Dependent | — | 100000 | 50001 | JPM 100% US TREAS INSTL SWEEP FD | $50,001 - $100,000 | 2024-03-25 | buy | 16 |
| house-8220214-ocr-121 | Dependent | — | 100000 | 50001 | ATKORE INC COM | $50,001 - $100,000 | 2024-03-15 | buy | 22 |
| house-8220214-ocr-120 | Dependent | SHEL | 100000 | 50001 | SHELL PLC | $50,001 - $100,000 | 2024-03-20 | buy | 19 |
| house-8220214-ocr-12 | Spouse | META | 250000 | 100001 | META PLATFORMS INC | $100,001 - $250,000 | 2024-03-01 | buy | 33 |
| house-8220214-ocr-119 | Dependent | ANET | 100000 | 50001 | ARISTA NETWORKS INC | $50,001 - $100,000 | 2024-03-11 | buy | 26 |
| house-8220214-ocr-118 | Dependent | META | 100000 | 50001 | META PLATFORMS INC | $50,001 - $100,000 | 2024-03-01 | buy | 33 |
| house-8220214-ocr-117 | Dependent | — | 100000 | 50001 | CASS CNTY N D JT WTR RES | $50,001 - $100,000 | 2024-03-18 | buy | 21 |
| house-8220214-ocr-116 | Dependent | META | 100000 | 50001 | META PLATFORMS INC | $50,001 - $100,000 | 2024-03-05 | buy | 31 |
| house-8220214-ocr-115 | Dependent | — | 100000 | 50001 | Vanguard Federal Money Market Fund | $50,001 - $100,000 | 2024-03-01 | buy | 33 |
| house-8220214-ocr-114 | Dependent | — | 250000 | 100001 | Vanguard Federal Money Market Fund | $100,001 - $250,000 | 2024-03-01 | buy | 33 |
| house-8220214-ocr-113 | Dependent | — | 250000 | 100001 | Vanguard Federal Money Market Fund | $100,001 - $250,000 | 2024-03-04 | buy | 32 |
| house-8220214-ocr-112 | Dependent | — | 250000 | 100001 | WASHINGTON ST CTFS PARTN | $100,001 - $250,000 | 2024-03-28 | buy | 13 |
| house-8220214-ocr-111 | Dependent | — | 250000 | 100001 | GEORGIA ST HSG-FIN AUTH | $100,001 - $250,000 | 2024-03-15 | buy | 22 |
| house-8220214-ocr-110 | Dependent | — | 500000 | 250001 | Vanguard Federal Money Market Fund | $250,001 - $500,000 | 2024-03-01 | buy | 33 |
| house-8220214-ocr-11 | Spouse | META | 250000 | 100001 | META PLATFORMS INC | $100,001 - $250,000 | 2024-03-05 | buy | 31 |
| house-8220214-ocr-109 | Dependent | — | 1000000 | 1000000 | JP MORGAN CHASE BANK - USD | Over $1,000,000 | 2024-03-07 | buy | 29 |
| house-8220214-ocr-108 | Dependent | — | 1000000 | 1000000 | JP MORGAN CHASE BANK - USD | Over $1,000,000 | 2024-03-21 | buy | 18 |
| house-8220214-ocr-107 | Dependent | — | 1000000 | 1000000 | EAGLE CAP SELECT EQUITY ETF | Over $1,000,000 | 2024-03-25 | buy | 16 |
| house-8220214-ocr-106 | Dependent | — | 50000 | 15001 | LLM FAMILY INVESTMENTS LP | $15,001 - $50,000 | — | sell | — |
| house-8220214-ocr-105 | Spouse | IBM | 50000 | 15001 | INTL BUSINESS MACHINES | $15,001 - $50,000 | 2024-03-05 | sell | 31 |
| house-8220214-ocr-104 | Spouse | — | 50000 | 15001 | PENDING DIRECT MUTUAL FUND PURCH | $15,001 - $50,000 | 2024-03-07 | sell | 29 |
| house-8220214-ocr-103 | Spouse | — | 15000 | 1001 | VANGUARD TOTAL STOCK | $1,001 - $15,000 | 2024-03-26 | buy | 15 |
| house-8220214-ocr-102 | Spouse | — | — | — | Vanguard Long Term Tax | — | 2024-03-01 | buy | 33 |
| house-8220214-ocr-101 | Spouse | — | — | — | Vanguard Federal Money | — | 2024-05-07 | buy | 15 |
| house-8220214-ocr-100 | Spouse | — | — | — | Pending Direct Mutual Fund Purch | — | 2024-03-06 | buy | 30 |
| house-8220214-ocr-10 | Spouse | — | 250000 | 100001 | Vanguard Federal Money Market Fund | $100,001 - $250,000 | 2024-03-01 | buy | 33 |
| house-8220214-ocr-1 | Spouse | — | — | — | LLM FAMILY INVESTMENTS LP | — | — | buy | — |