Michael T. McCaul (House) disclosed 308 transactions
Amendment status is not available for House filings. A filing listed here may since have been amended.
| 2024-08-26 · sell | Microsoft Corp — $1,001 - $15,000 |
| 2024-08-26 · sell | Meta Platforms INC — $1,001 - $15,000 |
| 2024-08-26 · sell | DFA Small Cap ETF — $1,001 - $15,000 |
| 2024-08-26 · sell | Wells Fargo & CO — $1,001 - $15,000 |
| 2024-08-26 · sell | Prosus NV — $1,001 - $15,000 |
| 2024-08-02 · sell | Schwab Charles Corp NEW — $1,001 - $15,000 |
| 2024-08-09 · sell | Schwab Charles Corp NEW — $1,001 - $15,000 |
| 2024-08-26 · sell | iShares Core S&P Small-Cap ETF — $1,001 - $15,000 |
| 2024-08-26 · sell | Apple INC — $1,001 - $15,000 |
| 2024-08-05 · sell | Beacon Roofing Supply Inc — $1,001 - $15,000 |
| 2024-08-21 · sell | LONDON STOCK EXCHG — $100,001 - $250,000 |
| 2024-08-26 · sell | Alphabet INC SHS — $1,001 - $15,000 |
| 2024-08-26 · sell | Amazon COM INC COM — $1,001 - $15,000 |
| 2024-08-26 · sell | Arista Networks INC — $1,001 - $15,000 |
| 2024-08-26 · sell | Safran SA — $1,001 - $15,000 |
| 2024-08-26 · sell | Meta Platforms INC — $1,001 - $15,000 |
| 2024-08-09 · sell | Entegris INC Minnesota — $1,001 - $15,000 |
| 2024-08-15 · sell | Harris CNTY TEX REV REF — $1,001 - $15,000 |
| 2024-08-26 · sell | Hilton Worldwide Holdings IN — $1,001 - $15,000 |
| 2024-08-26 · sell | DISCOVER FINANCIAL SERVICES — $15,001 - $50,000 |
| 2024-08-16 · sell | META PLATFORMS INC — $15,001 - $50,000 |
| 2024-08-21 · sell | WILMINGTON DEL GO BDS — $100,001 - $250,000 |
| 2024-08-26 · sell | ALPHABET INC — $15,001 - $50,000 |
| 2024-08-27 · sell | BAYER AG-SPONSORED ADR — $15,001 - $50,000 |
| 2024-08-01 · sell | NEW YORK N Y GO BDS A — $15,001 - $50,000 |
| 2024-08-26 · sell | INTUIT INC — $1,001 - $15,000 |
| 2024-08-26 · sell | NOVO NORDISK A S ADR — $1,001 - $15,000 |
| 2024-08-26 · sell | ASML HLDG NV NY REG SHS — $1,001 - $15,000 |
| 2024-08-26 · sell | NETFLIX INC — $1,001 - $15,000 |
| 2024-08-26 · sell | VISA INC — $1,001 - $15,000 |
| 2024-08-26 · sell | ADVNCD MICRO D INC — $1,001 - $15,000 |
| 2024-08-26 · sell | NEUROCRINE BIOSCNCE INC — $1,001 - $15,000 |
| 2024-08-19 · sell | MISSOURI ST BRD PUB — $100,001 - $250,000 |
| 2024-08-26 · sell | UBER TECHNOLOGIES INC — $1,001 - $15,000 |
| 2024-08-26 · sell | FISERV INC WISC PV 1CT — $1,001 - $15,000 |
| 2024-08-26 · sell | BJ's Wholesale Club Holdings — $1,001 - $15,000 |
| 2024-08-26 · sell | AUTODESK INC DEL PV — $1,001 - $15,000 |
| 2024-08-26 · sell | ADOBE INC — $1,001 - $15,000 |
| 2024-08-26 · sell | FORTINET INC — $1,001 - $15,000 |
| 2024-08-26 · sell | TIMKEN CO COM — $1,001 - $15,000 |
| 2024-08-26 · sell | Simpson Manufacturing Co — $1,001 - $15,000 |
| 2024-08-26 · sell | GENPACT LTD — $1,001 - $15,000 |
| 2024-08-26 · sell | Robert Half International Inc. — $1,001 - $15,000 |
| 2024-08-13 · sell | MIAMI-DADE CNTY FLA — $100,001 - $250,000 |
| 2024-08-26 · sell | MASTERCARD INC — $1,001 - $15,000 |
| 2024-08-27 · sell | PROSUS NV — $1,001 - $15,000 |
| 2024-08-26 · sell | Applied Industrial Technologies — $1,001 - $15,000 |
| 2024-08-26 · sell | Insight Enterprises, Inc. — $1,001 - $15,000 |
| 2024-08-26 · sell | Skechers USA Inc — $1,001 - $15,000 |
| 2024-08-26 · sell | Dynatrace Inc Reg Shs — $1,001 - $15,000 |
| 2024-08-26 · sell | CTS Corp — $1,001 - $15,000 |
| 2024-08-26 · sell | Valvoline Inc — $1,001 - $15,000 |
| 2024-08-26 · sell | Microsoft Corp — $1,001 - $15,000 |
| 2024-08-26 · sell | Donaldson Company, Inc. — $1,001 - $15,000 |
| 2024-08-27 · sell | Vanguard Federal Money Market Fund — $250,001 - $500,000 |
| 2024-08-26 · sell | Core & Main Inc — $1,001 - $15,000 |
| 2024-08-26 · sell | nVent Electric — $1,001 - $15,000 |
| 2024-08-26 · sell | Primerica Inc — $1,001 - $15,000 |
| 2024-08-26 · sell | Henry Schein, Inc. — $1,001 - $15,000 |
| 2024-08-26 · sell | Zions Bancorporation NA — $1,001 - $15,000 |
| … | 248 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 | 8220643 |
| chamber | house |
| asset type | Stock |
| report url | https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2024/8220643.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 | 2024-09-16 |
| extraction method | vision_ocr |
Each transaction (308)
| id | owner | ticker | comment | amount max | amount min | asset name | amount range | transaction date | transaction type | reporting lag days |
|---|---|---|---|---|---|---|---|---|---|---|
| house-8220643-ocr-99 | Spouse | MSFT | — | 15000 | 1001 | Microsoft Corp | $1,001 - $15,000 | 2024-08-26 | sell | 15 |
| house-8220643-ocr-98 | Spouse | META | — | 15000 | 1001 | Meta Platforms INC | $1,001 - $15,000 | 2024-08-26 | sell | 15 |
| house-8220643-ocr-97 | Spouse | — | — | 15000 | 1001 | DFA Small Cap ETF | $1,001 - $15,000 | 2024-08-26 | sell | 15 |
| house-8220643-ocr-96 | Spouse | WFC | — | 15000 | 1001 | Wells Fargo & CO | $1,001 - $15,000 | 2024-08-26 | sell | 15 |
| house-8220643-ocr-95 | Spouse | — | — | 15000 | 1001 | Prosus NV | $1,001 - $15,000 | 2024-08-26 | sell | 15 |
| house-8220643-ocr-94 | Spouse | SCHW | — | 15000 | 1001 | Schwab Charles Corp NEW | $1,001 - $15,000 | 2024-08-02 | sell | 31 |
| house-8220643-ocr-93 | Spouse | SCHW | — | 15000 | 1001 | Schwab Charles Corp NEW | $1,001 - $15,000 | 2024-08-09 | sell | 26 |
| house-8220643-ocr-92 | Spouse | — | — | 15000 | 1001 | iShares Core S&P Small-Cap ETF | $1,001 - $15,000 | 2024-08-26 | sell | 15 |
| house-8220643-ocr-91 | Spouse | AAPL | — | 15000 | 1001 | Apple INC | $1,001 - $15,000 | 2024-08-26 | sell | 15 |
| house-8220643-ocr-90 | Spouse | — | — | 15000 | 1001 | Beacon Roofing Supply Inc | $1,001 - $15,000 | 2024-08-05 | sell | 30 |
| house-8220643-ocr-9 | Spouse | — | — | 250000 | 100001 | LONDON STOCK EXCHG | $100,001 - $250,000 | 2024-08-21 | sell | 18 |
| house-8220643-ocr-89 | Spouse | — | — | 15000 | 1001 | Alphabet INC SHS | $1,001 - $15,000 | 2024-08-26 | sell | 15 |
| house-8220643-ocr-88 | Spouse | — | — | 15000 | 1001 | Amazon COM INC COM | $1,001 - $15,000 | 2024-08-26 | sell | 15 |
| house-8220643-ocr-87 | Spouse | ANET | — | 15000 | 1001 | Arista Networks INC | $1,001 - $15,000 | 2024-08-26 | sell | 15 |
| house-8220643-ocr-86 | Spouse | — | — | 15000 | 1001 | Safran SA | $1,001 - $15,000 | 2024-08-26 | sell | 15 |
| house-8220643-ocr-85 | Spouse | META | — | 15000 | 1001 | Meta Platforms INC | $1,001 - $15,000 | 2024-08-26 | sell | 15 |
| house-8220643-ocr-84 | Spouse | — | — | 15000 | 1001 | Entegris INC Minnesota | $1,001 - $15,000 | 2024-08-09 | sell | 26 |
| house-8220643-ocr-83 | Spouse | — | — | 15000 | 1001 | Harris CNTY TEX REV REF | $1,001 - $15,000 | 2024-08-15 | sell | 22 |
| house-8220643-ocr-82 | Spouse | — | — | 15000 | 1001 | Hilton Worldwide Holdings IN | $1,001 - $15,000 | 2024-08-26 | sell | 15 |
| house-8220643-ocr-81 | Spouse | — | — | 50000 | 15001 | DISCOVER FINANCIAL SERVICES | $15,001 - $50,000 | 2024-08-26 | sell | 15 |
| house-8220643-ocr-80 | Spouse | META | — | 50000 | 15001 | META PLATFORMS INC | $15,001 - $50,000 | 2024-08-16 | sell | 21 |
| house-8220643-ocr-8 | Spouse | — | — | 250000 | 100001 | WILMINGTON DEL GO BDS | $100,001 - $250,000 | 2024-08-21 | sell | 18 |
| house-8220643-ocr-79 | Spouse | GOOGL | — | 50000 | 15001 | ALPHABET INC | $15,001 - $50,000 | 2024-08-26 | sell | 15 |
| house-8220643-ocr-78 | Spouse | — | — | 50000 | 15001 | BAYER AG-SPONSORED ADR | $15,001 - $50,000 | 2024-08-27 | sell | 14 |
| house-8220643-ocr-77 | Spouse | — | — | 50000 | 15001 | NEW YORK N Y GO BDS A | $15,001 - $50,000 | 2024-08-01 | sell | 32 |
| house-8220643-ocr-76 | Spouse | INTU | — | 15000 | 1001 | INTUIT INC | $1,001 - $15,000 | 2024-08-26 | sell | 15 |
| house-8220643-ocr-75 | Spouse | NVO | — | 15000 | 1001 | NOVO NORDISK A S ADR | $1,001 - $15,000 | 2024-08-26 | sell | 15 |
| house-8220643-ocr-74 | Spouse | — | — | 15000 | 1001 | ASML HLDG NV NY REG SHS | $1,001 - $15,000 | 2024-08-26 | sell | 15 |
| house-8220643-ocr-73 | Spouse | NFLX | — | 15000 | 1001 | NETFLIX INC | $1,001 - $15,000 | 2024-08-26 | sell | 15 |
| house-8220643-ocr-72 | Spouse | V | — | 15000 | 1001 | VISA INC | $1,001 - $15,000 | 2024-08-26 | sell | 15 |
| house-8220643-ocr-71 | Spouse | — | — | 15000 | 1001 | ADVNCD MICRO D INC | $1,001 - $15,000 | 2024-08-26 | sell | 15 |
| house-8220643-ocr-70 | Spouse | — | — | 15000 | 1001 | NEUROCRINE BIOSCNCE INC | $1,001 - $15,000 | 2024-08-26 | sell | 15 |
| house-8220643-ocr-7 | Spouse | — | — | 250000 | 100001 | MISSOURI ST BRD PUB | $100,001 - $250,000 | 2024-08-19 | sell | 20 |
| house-8220643-ocr-69 | Spouse | UBER | — | 15000 | 1001 | UBER TECHNOLOGIES INC | $1,001 - $15,000 | 2024-08-26 | sell | 15 |
| house-8220643-ocr-68 | Spouse | — | — | 15000 | 1001 | FISERV INC WISC PV 1CT | $1,001 - $15,000 | 2024-08-26 | sell | 15 |
| house-8220643-ocr-67 | Spouse | BJ | — | 15000 | 1001 | BJ's Wholesale Club Holdings | $1,001 - $15,000 | 2024-08-26 | sell | 15 |
| house-8220643-ocr-66 | Spouse | — | — | 15000 | 1001 | AUTODESK INC DEL PV | $1,001 - $15,000 | 2024-08-26 | sell | 15 |
| house-8220643-ocr-65 | Spouse | ADBE | — | 15000 | 1001 | ADOBE INC | $1,001 - $15,000 | 2024-08-26 | sell | 15 |
| house-8220643-ocr-64 | Spouse | FTNT | — | 15000 | 1001 | FORTINET INC | $1,001 - $15,000 | 2024-08-26 | sell | 15 |
| house-8220643-ocr-63 | Spouse | — | — | 15000 | 1001 | TIMKEN CO COM | $1,001 - $15,000 | 2024-08-26 | sell | 15 |
| house-8220643-ocr-62 | Spouse | SSD | — | 15000 | 1001 | Simpson Manufacturing Co | $1,001 - $15,000 | 2024-08-26 | sell | 15 |
| house-8220643-ocr-61 | Spouse | G | — | 15000 | 1001 | GENPACT LTD | $1,001 - $15,000 | 2024-08-26 | sell | 15 |
| house-8220643-ocr-60 | Spouse | RHI | — | 15000 | 1001 | Robert Half International Inc. | $1,001 - $15,000 | 2024-08-26 | sell | 15 |
| house-8220643-ocr-6 | Spouse | — | — | 250000 | 100001 | MIAMI-DADE CNTY FLA | $100,001 - $250,000 | 2024-08-13 | sell | 24 |
| house-8220643-ocr-59 | Spouse | MA | — | 15000 | 1001 | MASTERCARD INC | $1,001 - $15,000 | 2024-08-26 | sell | 15 |
| house-8220643-ocr-58 | Spouse | — | — | 15000 | 1001 | PROSUS NV | $1,001 - $15,000 | 2024-08-27 | sell | 14 |
| house-8220643-ocr-57 | Spouse | AIT | — | 15000 | 1001 | Applied Industrial Technologies | $1,001 - $15,000 | 2024-08-26 | sell | 15 |
| house-8220643-ocr-56 | Spouse | NSIT | — | 15000 | 1001 | Insight Enterprises, Inc. | $1,001 - $15,000 | 2024-08-26 | sell | 15 |
| house-8220643-ocr-55 | Spouse | — | — | 15000 | 1001 | Skechers USA Inc | $1,001 - $15,000 | 2024-08-26 | sell | 15 |
| house-8220643-ocr-54 | Spouse | — | — | 15000 | 1001 | Dynatrace Inc Reg Shs | $1,001 - $15,000 | 2024-08-26 | sell | 15 |
| house-8220643-ocr-53 | Spouse | CTS | — | 15000 | 1001 | CTS Corp | $1,001 - $15,000 | 2024-08-26 | sell | 15 |
| house-8220643-ocr-52 | Spouse | VVV | — | 15000 | 1001 | Valvoline Inc | $1,001 - $15,000 | 2024-08-26 | sell | 15 |
| house-8220643-ocr-51 | Spouse | MSFT | — | 15000 | 1001 | Microsoft Corp | $1,001 - $15,000 | 2024-08-26 | sell | 15 |
| house-8220643-ocr-50 | Spouse | DCI | — | 15000 | 1001 | Donaldson Company, Inc. | $1,001 - $15,000 | 2024-08-26 | sell | 15 |
| house-8220643-ocr-5 | Spouse | — | — | 500000 | 250001 | Vanguard Federal Money Market Fund | $250,001 - $500,000 | 2024-08-27 | sell | 14 |
| house-8220643-ocr-49 | Spouse | CNM | — | 15000 | 1001 | Core & Main Inc | $1,001 - $15,000 | 2024-08-26 | sell | 15 |
| house-8220643-ocr-48 | Spouse | NVT | — | 15000 | 1001 | nVent Electric | $1,001 - $15,000 | 2024-08-26 | sell | 15 |
| house-8220643-ocr-47 | Spouse | PRI | — | 15000 | 1001 | Primerica Inc | $1,001 - $15,000 | 2024-08-26 | sell | 15 |
| house-8220643-ocr-46 | Spouse | HSIC | — | 15000 | 1001 | Henry Schein, Inc. | $1,001 - $15,000 | 2024-08-26 | sell | 15 |
| house-8220643-ocr-45 | Spouse | — | — | 15000 | 1001 | Zions Bancorporation NA | $1,001 - $15,000 | 2024-08-26 | sell | 15 |
| house-8220643-ocr-44 | Spouse | PLXS | — | 15000 | 1001 | Plexus Corp | $1,001 - $15,000 | 2024-08-26 | sell | 15 |
| house-8220643-ocr-43 | Spouse | HLI | — | 15000 | 1001 | Houlihan Lokey Inc | $1,001 - $15,000 | 2024-08-26 | sell | 15 |
| house-8220643-ocr-42 | Spouse | CSL | — | 15000 | 1001 | Carlisle Companies, Inc. | $1,001 - $15,000 | 2024-08-26 | sell | 15 |
| house-8220643-ocr-41 | Spouse | — | — | 15000 | 1001 | Interpublic Group of Companies Inc | $1,001 - $15,000 | 2024-08-26 | sell | 15 |
| house-8220643-ocr-40 | Spouse | — | — | 15000 | 1001 | Onemain Hldgs Inccom | $1,001 - $15,000 | 2024-08-26 | sell | 15 |
| house-8220643-ocr-4 | Spouse | — | — | 500000 | 250001 | Vanguard Federal Money Market Fund | $250,001 - $500,000 | 2024-08-09 | sell | 26 |
| house-8220643-ocr-39 | Spouse | — | — | 15000 | 1001 | Fortune Brands Home & Security Inc | $1,001 - $15,000 | 2024-08-26 | sell | 15 |
| house-8220643-ocr-38 | Spouse | — | — | 15000 | 1001 | Beacon Roofing Supply Inc | $1,001 - $15,000 | 2024-08-26 | sell | 15 |
| house-8220643-ocr-37 | Spouse | GOOGL | — | 15000 | 1001 | Alphabet Inc | $1,001 - $15,000 | 2024-08-26 | sell | 15 |
| house-8220643-ocr-36 | Spouse | ARW | — | 15000 | 1001 | Arrow Electronics, Inc. | $1,001 - $15,000 | 2024-08-26 | sell | 15 |
| house-8220643-ocr-35 | Spouse | ATR | — | 15000 | 1001 | AptarGroup, Inc. | $1,001 - $15,000 | 2024-08-26 | sell | 15 |
| house-8220643-ocr-34 | Spouse | GTES | — | 15000 | 1001 | Gates Industrial Corp PLC | $1,001 - $15,000 | 2024-08-26 | sell | 15 |
| house-8220643-ocr-33 | Spouse | TRS | — | 15000 | 1001 | TriMas Corp | $1,001 - $15,000 | 2024-08-26 | sell | 15 |
| house-8220643-ocr-32 | Spouse | WTM | — | 15000 | 1001 | White Mountains Insurance Group Ltd | $1,001 - $15,000 | 2024-08-26 | sell | 15 |
| house-8220643-ocr-31 | Spouse | FCFS | — | 15000 | 1001 | FirstCash Holdings | $1,001 - $15,000 | 2024-08-26 | sell | 15 |
| house-8220643-ocr-308 | Dependent | LYV | — | 100000 | 50001 | Live Nation Entertainment | $50,001 - $100,000 | 2024-08-30 | sell | 11 |
| house-8220643-ocr-307 | Dependent | LYV | Lauren L McCaul 2002 GC Tr | 100000 | 50001 | Live Nation Entertainment | $50,001 - $100,000 | 2024-08-30 | sell | 11 |
| house-8220643-ocr-306 | Self | LYV | Avery A McCaul 2002 GC Tr | 100000 | 50001 | Live Nation Entertainment | $50,001 - $100,000 | 2024-08-30 | sell | 11 |
| house-8220643-ocr-305 | Dependent | — | Michael A McCaul 2002 GC Tr | 15000 | 1001 | Vanguard Long Term Tax | $1,001 - $15,000 | 2024-08-01 | buy | 32 |
| house-8220643-ocr-304 | Dependent | INTC | — | 50000 | 15001 | Intel Corp | $15,001 - $50,000 | 2024-08-19 | sell | 20 |
| house-8220643-ocr-303 | Dependent | SF | — | 50000 | 15001 | Stifel Financial Corp | $15,001 - $50,000 | 2024-08-06 | sell | 29 |
| house-8220643-ocr-302 | Dependent | FIS | — | 50000 | 15001 | Fidelity Natl Info Svcs | $15,001 - $50,000 | 2024-08-16 | sell | 21 |
| house-8220643-ocr-301 | Dependent | SF | — | 50000 | 15001 | Stifel Financial Corp | $15,001 - $50,000 | 2024-08-16 | sell | 21 |
| house-8220643-ocr-300 | Dependent | SF | — | 50000 | 15001 | Stifel Financial Corp | $15,001 - $50,000 | 2024-08-19 | sell | 20 |
| house-8220643-ocr-30 | Spouse | — | — | 15000 | 1001 | Mays-Allocate | $1,001 - $15,000 | 2024-08-20 | buy | 19 |
| house-8220643-ocr-3 | Spouse | — | — | 500000 | 250001 | Vanguard Federal Money Market Fund | $250,001 - $500,000 | 2024-08-29 | sell | 12 |
| house-8220643-ocr-299 | Dependent | AIG | — | 50000 | 15001 | American International | $15,001 - $50,000 | 2024-08-02 | sell | 31 |
| house-8220643-ocr-298 | Dependent | SF | — | 15000 | 1001 | Stifel Financial Corp | $1,001 - $15,000 | 2024-08-20 | sell | 19 |
| house-8220643-ocr-297 | Dependent | VSH | — | 15000 | 1001 | Vishay Intertechnology | $1,001 - $15,000 | 2024-08-20 | buy | 19 |
| house-8220643-ocr-296 | Dependent | VSH | — | 15000 | 1001 | Vishay Intertechnology | $1,001 - $15,000 | 2024-08-19 | buy | 20 |
| house-8220643-ocr-295 | Dependent | CVX | — | 15000 | 1001 | Chevron Corp | $1,001 - $15,000 | 2024-08-19 | buy | 20 |
| house-8220643-ocr-294 | Dependent | MUR | — | 15000 | 1001 | Murphy Oil Corp | $1,001 - $15,000 | 2024-08-09 | buy | 26 |
| house-8220643-ocr-293 | Dependent | — | — | 15000 | 1001 | Merck and Co Inc SHS | $1,001 - $15,000 | 2024-08-02 | buy | 31 |
| house-8220643-ocr-292 | Dependent | DLTR | — | 15000 | 1001 | Dollar Tree Inc | $1,001 - $15,000 | 2024-08-19 | buy | 20 |
| house-8220643-ocr-291 | Dependent | TPR | — | 15000 | 1001 | Tapestry Inc | $1,001 - $15,000 | 2024-08-19 | buy | 20 |
| house-8220643-ocr-290 | Dependent | — | — | 15000 | 1001 | DOW Inc REG | $1,001 - $15,000 | 2024-08-19 | buy | 20 |
| house-8220643-ocr-29 | Spouse | — | — | 15000 | 1001 | South Carolina Jobs-EDA | $1,001 - $15,000 | 2024-08-07 | buy | 28 |
| house-8220643-ocr-289 | Dependent | CVS | — | 50000 | 15001 | CVS Health Corp | $15,001 - $50,000 | 2024-08-12 | buy | 25 |
| house-8220643-ocr-288 | Dependent | LPLA | — | 50000 | 15001 | LPL Financial Holdings | $15,001 - $50,000 | 2024-08-15 | buy | 22 |
| house-8220643-ocr-287 | Dependent | — | — | 50000 | 15001 | Global PMTS DIC Georgia | $15,001 - $50,000 | 2024-08-15 | buy | 22 |
| house-8220643-ocr-286 | Dependent | — | LLM Family Investments II LP | 1000000 | 500001 | Vanguard Index Funds S&P 500 ETF | $500,001 - $1,000,000 | 2024-08-26 | sell | 15 |
| house-8220643-ocr-285 | Dependent | SHEL | — | 100000 | 50001 | Shell PLC | $50,001 - $100,000 | 2024-08-26 | sell | 15 |
| house-8220643-ocr-284 | Dependent | — | — | 250000 | 100001 | iShares Core S&P Small-Cap ETF | $100,001 - $250,000 | 2024-08-26 | sell | 15 |
| house-8220643-ocr-283 | Dependent | — | — | 250000 | 100001 | Fort Bend Tex Indpt Sch | $100,001 - $250,000 | 2024-08-01 | sell | 32 |
| house-8220643-ocr-282 | Dependent | AMZN | — | 250000 | 100001 | Amazon.com Inc | $100,001 - $250,000 | 2024-08-28 | sell | 13 |
| house-8220643-ocr-281 | Dependent | MNST | — | 250000 | 100001 | Monster Beverage SHS | $100,001 - $250,000 | 2024-08-09 | sell | 26 |
| house-8220643-ocr-280 | Dependent | CHTR | — | 100000 | 50001 | Charter Communications Inc | $50,001 - $100,000 | 2024-08-29 | sell | 12 |
| house-8220643-ocr-28 | Spouse | CDNS | — | 15000 | 1001 | Cadence Design Sys Inc | $1,001 - $15,000 | 2024-08-23 | buy | 16 |
| house-8220643-ocr-279 | Dependent | — | — | 250000 | 100001 | Vanguard Index Funds S&P 500 ETF | $100,001 - $250,000 | 2024-08-26 | sell | 15 |
| house-8220643-ocr-278 | Dependent | SAP | — | 250000 | 100001 | SAP SE | $100,001 - $250,000 | 2024-08-26 | sell | 15 |
| house-8220643-ocr-277 | Dependent | AER | — | 100000 | 50001 | Aercap Holdings NV | $50,001 - $100,000 | 2024-08-26 | sell | 15 |
| house-8220643-ocr-276 | Dependent | — | — | 100000 | 50001 | Grapevine-Colleyville | $50,001 - $100,000 | 2024-08-15 | sell | 22 |
| house-8220643-ocr-275 | Dependent | — | — | 100000 | 50001 | Leander Tex Indpt Sch | $50,001 - $100,000 | 2024-08-15 | sell | 22 |
| house-8220643-ocr-274 | Dependent | AON | — | 100000 | 50001 | AON PLC | $50,001 - $100,000 | 2024-08-26 | sell | 15 |
| house-8220643-ocr-273 | Dependent | ELV | — | 100000 | 50001 | Elevance Health Inc | $50,001 - $100,000 | 2024-08-26 | sell | 15 |
| house-8220643-ocr-272 | Dependent | — | — | 100000 | 50001 | Energy Northwest Wash | $50,001 - $100,000 | 2024-08-15 | sell | 22 |
| house-8220643-ocr-271 | Dependent | OXY | — | 100000 | 50001 | Occidental Petroleum Corp | $50,001 - $100,000 | 2024-08-28 | sell | 13 |
| house-8220643-ocr-270 | Dependent | FN | — | 100000 | 50001 | Fabrinet | $50,001 - $100,000 | 2024-08-27 | sell | 14 |
| house-8220643-ocr-27 | Spouse | SNPS | — | 15000 | 1001 | SYNOPSYS INC | $1,001 - $15,000 | 2024-08-23 | sell | 16 |
| house-8220643-ocr-269 | Dependent | UNH | — | 100000 | 50001 | UnitedHealth Group Inc | $50,001 - $100,000 | 2024-08-26 | sell | 15 |
| house-8220643-ocr-268 | Dependent | TSM | — | 100000 | 50001 | Taiwan Semiconductor | $50,001 - $100,000 | 2024-08-26 | sell | 15 |
| house-8220643-ocr-267 | Dependent | COP | — | 100000 | 50001 | CONOCOPHILLIPS | $50,001 - $100,000 | 2024-08-26 | sell | 15 |
| house-8220643-ocr-266 | Dependent | GEV | — | 100000 | 50001 | GE VERNOVA INC | $50,001 - $100,000 | 2024-08-26 | sell | 15 |
| house-8220643-ocr-265 | Dependent | HUM | — | 100000 | 50001 | HUMANA INC | $50,001 - $100,000 | 2024-08-26 | sell | 15 |
| house-8220643-ocr-264 | Dependent | — | — | 100000 | 50001 | BAYER AG | $50,001 - $100,000 | 2024-08-26 | sell | 15 |
| house-8220643-ocr-263 | Dependent | — | — | 100000 | 50001 | ENTEGRIS INC MINNESOTA | $50,001 - $100,000 | 2024-08-02 | sell | 31 |
| house-8220643-ocr-262 | Dependent | SCHW | — | 100000 | 50001 | SCHWAB CHARLES CORP NEW | $50,001 - $100,000 | 2024-08-09 | sell | 26 |
| house-8220643-ocr-261 | Dependent | — | — | 100000 | 50001 | ENTEGRIS INC MINNESOTA | $50,001 - $100,000 | 2024-08-09 | sell | 26 |
| house-8220643-ocr-260 | Dependent | CMCSA | — | 50000 | 15001 | COMCAST CORP | $15,001 - $50,000 | 2024-08-26 | sell | 15 |
| house-8220643-ocr-26 | Spouse | ARW | — | 50000 | 15001 | Arrow Electronics, Inc. | $15,001 - $50,000 | 2024-08-06 | sell | 29 |
| house-8220643-ocr-259 | Dependent | COF | — | 50000 | 15001 | CAPITAL ONE FINANCIAL CORP | $15,001 - $50,000 | 2024-08-28 | sell | 13 |
| house-8220643-ocr-258 | Dependent | WWD | — | 50000 | 15001 | WOODWARD INC | $15,001 - $50,000 | 2024-08-26 | sell | 15 |
| house-8220643-ocr-257 | Dependent | WDAY | — | 50000 | 15001 | WORKDAY INC | $15,001 - $50,000 | 2024-08-26 | sell | 15 |
| house-8220643-ocr-256 | Dependent | AA | — | 50000 | 15001 | ALCOA CORP | $15,001 - $50,000 | 2024-08-26 | sell | 15 |
| house-8220643-ocr-255 | Dependent | — | — | 50000 | 15001 | ATRIORE INC COM | $15,001 - $50,000 | 2024-08-16 | sell | 21 |
| house-8220643-ocr-254 | Dependent | — | — | 50000 | 15001 | VIRGINIA ST HSG DEV AUTH | $15,001 - $50,000 | 2024-08-23 | sell | 16 |
| house-8220643-ocr-253 | Dependent | V | — | 50000 | 15001 | VISA INC | $15,001 - $50,000 | 2024-08-26 | sell | 15 |
| house-8220643-ocr-252 | Dependent | META | — | 50000 | 15001 | META PLATFORMS INC | $15,001 - $50,000 | 2024-08-26 | sell | 15 |
| house-8220643-ocr-251 | Dependent | NVDA | — | 50000 | 15001 | NVIDIA | $15,001 - $50,000 | 2024-08-26 | sell | 15 |
| house-8220643-ocr-250 | Dependent | MSFT | — | 50000 | 15001 | MICROSOFT CORP | $15,001 - $50,000 | 2024-08-26 | sell | 15 |
| house-8220643-ocr-25 | Spouse | — | — | 50000 | 15001 | DYNATRACE INC REG SHS | $15,001 - $50,000 | 2024-08-09 | sell | 26 |
| house-8220643-ocr-249 | Dependent | WFC | — | 50000 | 15001 | WELLS FARGO & CO | $15,001 - $50,000 | 2024-08-26 | sell | 15 |
| house-8220643-ocr-248 | Dependent | — | — | 50000 | 15001 | DFA SMALL CAP ETF | $15,001 - $50,000 | 2024-08-26 | sell | 15 |
| house-8220643-ocr-247 | Dependent | — | — | 50000 | 15001 | PROSUS NV | $15,001 - $50,000 | 2024-08-18 | sell | 20 |
| house-8220643-ocr-246 | Dependent | — | — | 50000 | 15001 | Beacon Roofing Supply Inc | $15,001 - $50,000 | 2024-08-05 | sell | 30 |
| house-8220643-ocr-245 | Dependent | SCHW | — | 50000 | 15001 | SCHWAB CHARLES CORP NEW | $15,001 - $50,000 | 2024-08-02 | sell | 31 |
| house-8220643-ocr-244 | Dependent | — | — | 50000 | 15001 | SAFRAN SA | $15,001 - $50,000 | 2024-08-26 | sell | 15 |
| house-8220643-ocr-243 | Dependent | SCHW | — | 50000 | 15001 | SCHWAB CHARLES CORP NEW | $15,001 - $50,000 | 2024-08-09 | sell | 26 |
| house-8220643-ocr-242 | Dependent | AAPL | — | 50000 | 15001 | APPLE INC | $15,001 - $50,000 | 2024-08-26 | sell | 15 |
| house-8220643-ocr-241 | Dependent | — | — | 50000 | 15001 | ALPHABET INC SHS | $15,001 - $50,000 | 2024-08-26 | sell | 15 |
| house-8220643-ocr-240 | Dependent | AMZN | — | 50000 | 15001 | AMAZON COM INC COM | $15,001 - $50,000 | 2024-08-26 | sell | 15 |
| house-8220643-ocr-24 | Spouse | SNPS | — | 50000 | 15001 | SYNOPSYS INC | $15,001 - $50,000 | 2024-08-09 | sell | 26 |
| house-8220643-ocr-239 | Dependent | ANET | — | 50000 | 15001 | ARISTA NETWORKS INC | $15,001 - $50,000 | 2024-08-26 | sell | 15 |
| house-8220643-ocr-238 | Dependent | META | — | 50000 | 15001 | META PLATFORMS INC | $15,001 - $50,000 | 2024-08-26 | sell | 15 |
| house-8220643-ocr-237 | Dependent | — | — | 50000 | 15001 | HILTON WORLDWIDE HOLDINGS IN | $15,001 - $50,000 | 2024-08-28 | sell | 13 |
| house-8220643-ocr-236 | Dependent | — | — | 50000 | 15001 | DISCOVER FINANCIAL SERVICES | $15,001 - $50,000 | 2024-08-26 | sell | 15 |
| house-8220643-ocr-235 | Dependent | — | — | 50000 | 15001 | ENTEGRIS INC MINNESOTA | $15,001 - $50,000 | 2024-08-09 | sell | 26 |
| house-8220643-ocr-234 | Dependent | — | — | 15000 | 1001 | HARRIS CNTY TEX REV REF | $1,001 - $15,000 | 2024-08-15 | sell | 22 |
| house-8220643-ocr-233 | Dependent | META | — | 15000 | 1001 | META PLATFORMS INC | $1,001 - $15,000 | 2024-08-16 | sell | 21 |
| house-8220643-ocr-232 | Dependent | GOOGL | — | 15000 | 1001 | ALPHABET INC | $1,001 - $15,000 | 2024-08-26 | sell | 15 |
| house-8220643-ocr-231 | Dependent | — | — | 15000 | 1001 | BAYER AG | $1,001 - $15,000 | 2024-08-27 | sell | 14 |
| house-8220643-ocr-230 | Dependent | — | — | 15000 | 1001 | ISHARES CORE S&P SMALL-CAP ETF | $1,001 - $15,000 | 2024-08-26 | sell | 15 |
| house-8220643-ocr-23 | Spouse | — | — | 50000 | 15001 | CADENCE DESIGN SYS INC | $15,001 - $50,000 | 2024-08-09 | sell | 26 |
| house-8220643-ocr-229 | Dependent | — | — | 15000 | 1001 | NEW YORK N Y GO BDS A | $1,001 - $15,000 | 2024-08-01 | sell | 32 |
| house-8220643-ocr-228 | Dependent | NFLX | — | 15000 | 1001 | NETFLIX INC | $1,001 - $15,000 | 2024-08-26 | sell | 15 |
| house-8220643-ocr-227 | Dependent | INTU | — | 15000 | 1001 | INTUIT INC | $1,001 - $15,000 | 2024-08-26 | sell | 15 |
| house-8220643-ocr-226 | Dependent | NVO | — | 15000 | 1001 | NOVO NORDISK A S ADR | $1,001 - $15,000 | 2024-08-26 | sell | 15 |
| house-8220643-ocr-225 | Dependent | — | — | 15000 | 1001 | ASML HLDG NV NY REG SRS | $1,001 - $15,000 | 2024-08-26 | sell | 15 |
| house-8220643-ocr-224 | Dependent | BJ | — | 15000 | 1001 | BJ's Wholesale Club Holdings | $1,001 - $15,000 | 2024-08-26 | sell | 15 |
| house-8220643-ocr-223 | Dependent | — | — | 15000 | 1001 | VISA INC CL A SHRS | $1,001 - $15,000 | 2024-08-26 | sell | 15 |
| house-8220643-ocr-222 | Dependent | — | — | 15000 | 1001 | TIMKEN CO COM | $1,001 - $15,000 | 2024-08-26 | sell | 15 |
| house-8220643-ocr-221 | Dependent | SSD | — | 15000 | 1001 | Simpson Manufacturing Co | $1,001 - $15,000 | 2024-08-16 | sell | 21 |
| house-8220643-ocr-220 | Dependent | — | — | 15000 | 1001 | ADVNCD MICRO D INC | $1,001 - $15,000 | 2024-08-26 | sell | 15 |
| house-8220643-ocr-22 | Spouse | WWD | — | 50000 | 15001 | WOODWARD INC | $15,001 - $50,000 | 2024-08-07 | sell | 28 |
| house-8220643-ocr-219 | Dependent | — | — | 15000 | 1001 | NEUROCRINE BIOSCINCE INC | $1,001 - $15,000 | 2024-08-26 | sell | 15 |
| house-8220643-ocr-218 | Dependent | — | — | 15000 | 1001 | USER TECHNOLOGIES INC | $1,001 - $15,000 | 2024-08-26 | sell | 15 |
| house-8220643-ocr-217 | Dependent | — | — | 15000 | 1001 | FISERV INC WISC PV 1CT | $1,001 - $15,000 | 2024-08-26 | sell | 15 |
| house-8220643-ocr-216 | Dependent | — | — | 15000 | 1001 | AUTODESK INC DEL PV$0.01 | $1,001 - $15,000 | 2024-08-26 | sell | 15 |
| house-8220643-ocr-215 | Dependent | ADBE | — | 15000 | 1001 | ADOBE INC | $1,001 - $15,000 | 2024-08-26 | sell | 15 |
| house-8220643-ocr-214 | Dependent | FTNT | — | 15000 | 1001 | FORTINET INC | $1,001 - $15,000 | 2024-08-26 | sell | 15 |
| house-8220643-ocr-213 | Dependent | G | — | 15000 | 1001 | GENPACT LTD | $1,001 - $15,000 | 2024-08-26 | sell | 15 |
| house-8220643-ocr-212 | Dependent | — | — | 15000 | 1001 | Robert Half International Inc. | $1,001 - $15,000 | 2024-08-28 | sell | 13 |
| house-8220643-ocr-211 | Dependent | — | — | 15000 | 1001 | PROSUS NV | $1,001 - $15,000 | 2024-08-27 | sell | 14 |
| house-8220643-ocr-210 | Dependent | AIT | — | 15000 | 1001 | Applied Industrial Technologies | $1,001 - $15,000 | 2024-08-26 | sell | 15 |
| house-8220643-ocr-21 | Spouse | — | — | 50000 | 15001 | Vanguard Federal Money Market Fund | $15,001 - $50,000 | 2024-08-27 | sell | 14 |
| house-8220643-ocr-209 | Dependent | NSIT | — | 15000 | 1001 | Insight Enterprises, Inc. | $1,001 - $15,000 | 2024-08-26 | sell | 15 |
| house-8220643-ocr-208 | Dependent | — | — | 15000 | 1001 | Skechers USA Inc | $1,001 - $15,000 | 2024-08-26 | sell | 15 |
| house-8220643-ocr-207 | Dependent | CTS | — | 15000 | 1001 | CTS CORP | $1,001 - $15,000 | 2024-08-26 | sell | 15 |
| house-8220643-ocr-206 | Dependent | VVV | — | 15000 | 1001 | VALVOLINE INC | $1,001 - $15,000 | 2024-08-28 | sell | 13 |
| house-8220643-ocr-205 | Dependent | MSFT | — | 15000 | 1001 | MICROSOFT CORP | $1,001 - $15,000 | 2024-08-26 | sell | 15 |
| house-8220643-ocr-204 | Dependent | DCI | — | 15000 | 1001 | Donaldson Company, Inc. | $1,001 - $15,000 | 2024-08-26 | sell | 15 |
| house-8220643-ocr-203 | Dependent | CNM | — | 15000 | 1001 | CORE & MAIN INC | $1,001 - $15,000 | 2024-08-26 | sell | 15 |
| house-8220643-ocr-202 | Dependent | MA | — | 15000 | 1001 | MASTERCARD INC | $1,001 - $15,000 | 2024-08-26 | sell | 15 |
| house-8220643-ocr-201 | Dependent | NVT | — | 15000 | 1001 | nVent Electric | $1,001 - $15,000 | 2024-08-26 | sell | 15 |
| house-8220643-ocr-200 | Dependent | PRI | — | 15000 | 1001 | PRIMERICA INC | $1,001 - $15,000 | 2024-08-26 | sell | 15 |
| house-8220643-ocr-20 | Spouse | — | — | 50000 | 15001 | BAYER AG | $15,001 - $50,000 | 2024-08-02 | sell | 31 |
| house-8220643-ocr-2 | Spouse | — | — | 5000000 | 1000001 | Vanguard Federal Money Market Fund | $1,000,001 - $5,000,000 | 2024-08-27 | sell | 14 |
| house-8220643-ocr-199 | Dependent | HSIC | — | 15000 | 1001 | Henry Schein, Inc. | $1,001 - $15,000 | 2024-08-26 | sell | 15 |
| house-8220643-ocr-198 | Dependent | — | — | 15000 | 1001 | Zions Bancorporation NA | $1,001 - $15,000 | 2024-08-26 | sell | 15 |
| house-8220643-ocr-197 | Dependent | PLXS | — | 15000 | 1001 | PLEXUS CORP | $1,001 - $15,000 | 2024-08-26 | sell | 15 |
| house-8220643-ocr-196 | Dependent | HLI | — | 15000 | 1001 | Houlihan Lokey Inc | $1,001 - $15,000 | 2024-08-26 | sell | 15 |
| house-8220643-ocr-195 | Dependent | CSL | — | 15000 | 1001 | Carlisle Companies, Inc. | $1,001 - $15,000 | 2024-08-26 | sell | 15 |
| house-8220643-ocr-194 | Dependent | — | — | 15000 | 1001 | DYNATRACE INC REG SHS | $1,001 - $15,000 | 2024-08-26 | sell | 15 |
| house-8220643-ocr-193 | Dependent | — | — | 15000 | 1001 | Interpublic Group of Companies Inc | $1,001 - $15,000 | 2024-08-26 | sell | 15 |
| house-8220643-ocr-192 | Dependent | — | — | 15000 | 1001 | ONEMAIN HLDGS INCCOM | $1,001 - $15,000 | 2024-08-28 | sell | 13 |
| house-8220643-ocr-191 | Dependent | — | — | 15000 | 1001 | Fortune Brands Home & Security Inc | $1,001 - $15,000 | 2024-08-26 | sell | 15 |
| house-8220643-ocr-190 | Dependent | — | — | 15000 | 1001 | Beacon Roofing Supply Inc | $1,001 - $15,000 | 2024-08-26 | sell | 15 |
| house-8220643-ocr-19 | Spouse | NVO | — | 50000 | 15001 | NOVO NORDISK A S ADR | $15,001 - $50,000 | 2024-08-09 | sell | 26 |
| house-8220643-ocr-189 | Dependent | GOOGL | — | 15000 | 1001 | ALPHABET INC | $1,001 - $15,000 | 2024-08-26 | sell | 15 |
| house-8220643-ocr-188 | Dependent | ARW | — | 15000 | 1001 | Arrow Electronics, Inc. | $1,001 - $15,000 | 2024-08-26 | sell | 15 |
| house-8220643-ocr-187 | Dependent | — | — | 15000 | 1001 | ApterGroup, Inc. | $1,001 - $15,000 | 2024-08-26 | sell | 15 |
| house-8220643-ocr-186 | Dependent | GTES | — | 15000 | 1001 | Gates Industrial Corp PLC | $1,001 - $15,000 | 2024-08-26 | sell | 15 |
| house-8220643-ocr-185 | Dependent | TRS | — | 15000 | 1001 | TriMas Corp | $1,001 - $15,000 | 2024-08-26 | sell | 15 |
| house-8220643-ocr-184 | Dependent | WTM | — | 15000 | 1001 | White Mountains Insurance Group Ltd | $1,001 - $15,000 | 2024-08-26 | sell | 15 |
| house-8220643-ocr-183 | Dependent | FCFS | — | 15000 | 1001 | FirstCash Holdings | $1,001 - $15,000 | 2024-08-26 | sell | 15 |
| house-8220643-ocr-182 | Dependent | — | — | 15000 | 1001 | South Carolina Jobs-EDA | $1,001 - $15,000 | 2024-08-07 | buy | 28 |
| house-8220643-ocr-181 | Dependent | — | — | 15000 | 1001 | Mays-Allocate | $1,001 - $15,000 | 2024-08-20 | buy | 19 |
| house-8220643-ocr-180 | Dependent | CDNS | — | 15000 | 1001 | Cadence Design Sys Inc | $1,001 - $15,000 | 2024-08-23 | buy | 16 |
| house-8220643-ocr-18 | Spouse | — | — | 100000 | 50001 | VIRGINIA ST HSG DEV AUTH | $50,001 - $100,000 | 2024-08-16 | sell | 21 |
| house-8220643-ocr-179 | Dependent | SNPS | — | 15000 | 1001 | Synopsys Inc | $1,001 - $15,000 | 2024-08-23 | buy | 16 |
| house-8220643-ocr-178 | Dependent | ARW | — | 50000 | 15001 | Arrow Electronics, Inc. | $15,001 - $50,000 | 2024-08-06 | buy | 29 |
| house-8220643-ocr-177 | Dependent | — | — | 50000 | 15001 | Dynatrace Inc Reg SHS | $15,001 - $50,000 | 2024-08-09 | buy | 26 |
| house-8220643-ocr-176 | Dependent | SNPS | — | 50000 | 15001 | Synopsys Inc | $15,001 - $50,000 | 2024-08-09 | buy | 26 |
| house-8220643-ocr-175 | Dependent | CDNS | — | 50000 | 15001 | Cadence Design Sys Inc | $15,001 - $50,000 | 2024-08-09 | buy | 26 |
| house-8220643-ocr-174 | Dependent | — | — | 50000 | 15001 | Vanguard Federal Money Market Fund | $15,001 - $50,000 | 2024-08-27 | buy | 14 |
| house-8220643-ocr-173 | Dependent | WWD | — | 50000 | 15001 | Woodward Inc | $15,001 - $50,000 | 2024-08-07 | buy | 28 |
| house-8220643-ocr-172 | Dependent | NVO | — | 50000 | 15001 | Novo Nordisk A S ADR | $15,001 - $50,000 | 2024-08-09 | buy | 26 |
| house-8220643-ocr-171 | Dependent | — | — | 100000 | 50001 | Bayer AG | $50,001 - $100,000 | 2024-08-02 | buy | 31 |
| house-8220643-ocr-170 | Dependent | — | — | 50000 | 15001 | Virginia St HSG Dev Auth | $15,001 - $50,000 | 2024-08-16 | buy | 21 |
| house-8220643-ocr-17 | Spouse | — | — | 100000 | 50001 | CADENCE DESIGN SYS INC | $50,001 - $100,000 | 2024-08-08 | sell | 27 |
| house-8220643-ocr-169 | Dependent | CDNS | — | 100000 | 50001 | Cadence Design Sys Inc | $50,001 - $100,000 | 2024-08-08 | buy | 27 |
| house-8220643-ocr-168 | Dependent | SNPS | — | 100000 | 50001 | Synopsys Inc | $50,001 - $100,000 | 2024-08-08 | buy | 27 |
| house-8220643-ocr-167 | Dependent | — | — | 100000 | 50001 | Abbott Labs | $50,001 - $100,000 | 2024-08-09 | buy | 26 |
| house-8220643-ocr-166 | Dependent | — | — | 100000 | 50001 | St Paul Minn Sales Tax | $50,001 - $100,000 | 2024-08-19 | buy | 20 |
| house-8220643-ocr-165 | Dependent | META | — | 100000 | 50001 | Meta Platforms Inc | $50,001 - $100,000 | 2024-08-02 | buy | 31 |
| house-8220643-ocr-164 | Dependent | — | — | 100000 | 50001 | Maine Mun BD BK Mun BD | $50,001 - $100,000 | 2024-08-06 | buy | 29 |
| house-8220643-ocr-163 | Dependent | — | — | 100000 | 50001 | Charleston EDL | $50,001 - $100,000 | 2024-08-28 | buy | 13 |
| house-8220643-ocr-162 | Dependent | — | — | 100000 | 50001 | Texas St Go Mobility | $50,001 - $100,000 | 2024-08-19 | buy | 20 |
| house-8220643-ocr-161 | Dependent | — | — | 250000 | 100001 | Wilmington Del Go BDS | $100,001 - $250,000 | 2024-08-21 | buy | 18 |
| house-8220643-ocr-160 | Dependent | — | — | 250000 | 100001 | London Stock Exchg | $100,001 - $250,000 | 2024-08-21 | buy | 18 |
| house-8220643-ocr-16 | Spouse | SNPS | — | 100000 | 50001 | SYNOPSYS INC | $50,001 - $100,000 | 2024-08-08 | sell | 27 |
| house-8220643-ocr-159 | Dependent | — | — | 100000 | 50001 | Missouri ST BRD PUB | $50,001 - $100,000 | 2024-08-19 | buy | 20 |
| house-8220643-ocr-158 | Dependent | — | — | 100000 | 50001 | Vanguard Federal Money Market Fund | $50,001 - $100,000 | 2024-08-27 | buy | 14 |
| house-8220643-ocr-157 | Dependent | — | — | 100000 | 50001 | Miami-Dade CNTY FLA | $50,001 - $100,000 | 2024-08-13 | buy | 24 |
| house-8220643-ocr-156 | Dependent | — | — | 100000 | 50001 | Vanguard Federal Money Market Fund | $50,001 - $100,000 | 2024-08-09 | buy | 26 |
| house-8220643-ocr-155 | Dependent | — | — | 250000 | 100001 | Vanguard Federal Money Market Fund | $100,001 - $250,000 | 2024-08-29 | buy | 12 |
| house-8220643-ocr-154 | Dependent | — | — | 1000000 | 500001 | Vanguard Federal Money Market Fund | $500,001 - $1,000,000 | 2024-08-27 | buy | 14 |
| house-8220643-ocr-153 | Spouse | — | — | 15000 | 1001 | Vanguard Long Term TAX | $1,001 - $15,000 | 2024-08-01 | buy | 32 |
| house-8220643-ocr-152 | Spouse | INTC | — | 500000 | 250001 | Intel Corp | $250,001 - $500,000 | 2024-08-19 | sell | 20 |
| house-8220643-ocr-151 | Spouse | SF | — | 250000 | 100001 | Stifel Financial Corp | $100,001 - $250,000 | 2024-08-06 | sell | 29 |
| house-8220643-ocr-150 | Spouse | FIS | — | 250000 | 100001 | Fidelity Natl Info SVCS | $100,001 - $250,000 | 2024-08-16 | sell | 21 |
| house-8220643-ocr-15 | Spouse | — | — | 100000 | 50001 | ABBOTT LABS | $50,001 - $100,000 | 2024-08-09 | sell | 26 |
| house-8220643-ocr-149 | Spouse | SF | — | 250000 | 100001 | Stifel Financial Corp | $100,001 - $250,000 | 2024-08-16 | sell | 21 |
| house-8220643-ocr-148 | Spouse | SF | — | 250000 | 100001 | Stifel Financial Corp | $100,001 - $250,000 | 2024-08-15 | sell | 22 |
| house-8220643-ocr-147 | Spouse | AIG | — | 100000 | 50001 | American International | $50,001 - $100,000 | 2024-08-02 | sell | 31 |
| house-8220643-ocr-146 | Spouse | SF | — | 15000 | 1001 | Stifel Financial Corp | $1,001 - $15,000 | 2024-08-20 | sell | 19 |
| house-8220643-ocr-145 | Spouse | — | — | 50000 | 15001 | Vishay Intertechnlgy | $15,001 - $50,000 | 2024-08-20 | buy | 19 |
| house-8220643-ocr-144 | Spouse | — | — | 50000 | 15001 | Vishay Intertechnlgy | $15,001 - $50,000 | 2024-08-19 | buy | 20 |
| house-8220643-ocr-143 | Spouse | CVX | — | 100000 | 50001 | Chevron Corp | $50,001 - $100,000 | 2024-08-19 | buy | 20 |
| house-8220643-ocr-142 | Spouse | MUR | — | 100000 | 50001 | Murphy Oil Corp | $50,001 - $100,000 | 2024-08-09 | buy | 26 |
| house-8220643-ocr-141 | Spouse | — | — | 100000 | 50001 | Merck and CO INC SHS | $50,001 - $100,000 | 2024-08-02 | buy | 31 |
| house-8220643-ocr-140 | Spouse | DLTR | — | 100000 | 50001 | Dollar Tree INC | $50,001 - $100,000 | 2024-08-19 | buy | 20 |
| house-8220643-ocr-14 | Spouse | — | — | 100000 | 50001 | ST PAUL MINN SALES TAX | $50,001 - $100,000 | 2024-08-19 | sell | 20 |
| house-8220643-ocr-139 | Spouse | TPR | — | 100000 | 50001 | Tapestry INC | $50,001 - $100,000 | 2024-08-19 | buy | 20 |
| house-8220643-ocr-138 | Spouse | — | — | 100000 | 50001 | DOW INC REG | $50,001 - $100,000 | 2024-08-19 | buy | 20 |
| house-8220643-ocr-137 | Spouse | CVS | — | 250000 | 100001 | CVS Health Corp | $100,001 - $250,000 | 2024-08-12 | buy | 25 |
| house-8220643-ocr-136 | Spouse | LPLA | — | 250000 | 100001 | LPL Financial Holdings | $100,001 - $250,000 | 2024-08-16 | buy | 21 |
| house-8220643-ocr-135 | Spouse | — | — | 250000 | 100001 | Global PMTS INC Georgia | $100,001 - $250,000 | 2024-08-16 | buy | 21 |
| house-8220643-ocr-134 | Spouse | — | — | 1000000 | 500001 | Vanguard Index Funds S&P 500 ETF | $500,001 - $1,000,000 | 2024-08-26 | sell | 15 |
| house-8220643-ocr-133 | Spouse | — | — | 500000 | 250001 | iShares Core S&P Small-Cap ETF | $250,001 - $500,000 | 2024-08-26 | sell | 15 |
| house-8220643-ocr-132 | Spouse | — | — | 500000 | 250001 | Vanguard Index Funds S&P 500 ETF | $250,001 - $500,000 | 2024-08-26 | sell | 15 |
| house-8220643-ocr-131 | Spouse | SHEL | — | 500000 | 250001 | Shell PLC | $250,001 - $500,000 | 2024-08-26 | sell | 15 |
| house-8220643-ocr-130 | Spouse | — | — | 250000 | 100001 | Fort Bend Tex Indpt Sch | $100,001 - $250,000 | 2024-08-01 | sell | 32 |
| house-8220643-ocr-13 | Spouse | META | — | 250000 | 100001 | META PLATFORMS INC | $100,001 - $250,000 | 2024-08-02 | sell | 31 |
| house-8220643-ocr-129 | Spouse | MNST | — | 250000 | 100001 | Monster Beverage SHS | $100,001 - $250,000 | 2024-08-09 | sell | 26 |
| house-8220643-ocr-128 | Spouse | AMZN | — | 250000 | 100001 | Amazon.com Inc | $100,001 - $250,000 | 2024-08-26 | sell | 15 |
| house-8220643-ocr-127 | Spouse | CHTR | — | 250000 | 100001 | Charter Communications Inc | $100,001 - $250,000 | 2024-08-26 | sell | 15 |
| house-8220643-ocr-126 | Spouse | SAP | — | 250000 | 100001 | SAP SE | $100,001 - $250,000 | 2024-08-26 | sell | 15 |
| house-8220643-ocr-125 | Spouse | — | — | 250000 | 100001 | Grapevine-Colleyville | $100,001 - $250,000 | 2024-08-15 | sell | 22 |
| house-8220643-ocr-124 | Spouse | — | — | 250000 | 100001 | Leander Tex Indpt Sch | $100,001 - $250,000 | 2024-08-16 | sell | 21 |
| house-8220643-ocr-123 | Spouse | AER | — | 250000 | 100001 | Aercap Holdings NV | $100,001 - $250,000 | 2024-08-26 | sell | 15 |
| house-8220643-ocr-122 | Spouse | — | — | 250000 | 100001 | Energy Northwest Wash | $100,001 - $250,000 | 2024-08-15 | sell | 22 |
| house-8220643-ocr-121 | Spouse | AON | — | 250000 | 100001 | AON PLC | $100,001 - $250,000 | 2024-08-26 | sell | 15 |
| house-8220643-ocr-120 | Spouse | ELV | — | 100000 | 50001 | Elevance Health Inc | $50,001 - $100,000 | 2024-08-26 | sell | 15 |
| house-8220643-ocr-12 | Spouse | — | — | 250000 | 100001 | MAINE MUN BD BK MUN BD | $100,001 - $250,000 | 2024-08-06 | sell | 29 |
| house-8220643-ocr-119 | Spouse | OXY | — | 100000 | 50001 | Occidental Petroleum Corp | $50,001 - $100,000 | 2024-08-26 | sell | 15 |
| house-8220643-ocr-118 | Spouse | — | — | 100000 | 50001 | Entegris Inc Minnesota | $50,001 - $100,000 | 2024-08-02 | sell | 31 |
| house-8220643-ocr-117 | Spouse | FN | — | 100000 | 50001 | Fabrinet | $50,001 - $100,000 | 2024-08-27 | sell | 14 |
| house-8220643-ocr-116 | Spouse | SCHW | — | 100000 | 50001 | Schwab Charles Corp New | $50,001 - $100,000 | 2024-08-08 | sell | 27 |
| house-8220643-ocr-115 | Spouse | — | — | 100000 | 50001 | Entegris Inc Minnesota | $50,001 - $100,000 | 2024-08-09 | sell | 26 |
| house-8220643-ocr-114 | Spouse | UNH | — | 100000 | 50001 | UnitedHealth Group Inc | $50,001 - $100,000 | 2024-08-26 | sell | 15 |
| house-8220643-ocr-113 | Spouse | TSM | — | 100000 | 50001 | Taiwan Semiconductor | $50,001 - $100,000 | 2024-08-26 | sell | 15 |
| house-8220643-ocr-112 | Spouse | COP | — | 100000 | 50001 | ConocoPhillips | $50,001 - $100,000 | 2024-08-26 | sell | 15 |
| house-8220643-ocr-111 | Spouse | GEV | — | 100000 | 50001 | GE Vernova Inc | $50,001 - $100,000 | 2024-08-26 | sell | 15 |
| house-8220643-ocr-110 | Spouse | HUM | — | 100000 | 50001 | Humana Inc | $50,001 - $100,000 | 2024-08-26 | sell | 15 |
| house-8220643-ocr-11 | Spouse | — | — | 250000 | 100001 | CHARLESTON EDL | $100,001 - $250,000 | 2024-08-28 | sell | 13 |
| house-8220643-ocr-109 | Spouse | — | — | 100000 | 50001 | Bayer AG | $50,001 - $100,000 | 2024-08-26 | sell | 15 |
| house-8220643-ocr-108 | Spouse | — | — | 50000 | 15001 | Virginia ST HSG DEV AUTH | $15,001 - $50,000 | 2024-08-23 | sell | 16 |
| house-8220643-ocr-107 | Spouse | CMCSA | — | 50000 | 15001 | Comcast Corp | $15,001 - $50,000 | 2024-08-28 | sell | 13 |
| house-8220643-ocr-106 | Spouse | COF | — | 50000 | 15001 | Capital One Financial Corp | $15,001 - $50,000 | 2024-08-26 | sell | 15 |
| house-8220643-ocr-105 | Spouse | WWD | — | 50000 | 15001 | Woodward INC | $15,001 - $50,000 | 2024-08-26 | sell | 15 |
| house-8220643-ocr-104 | Spouse | WDAY | — | 50000 | 15001 | Workday INC | $15,001 - $50,000 | 2024-08-26 | sell | 15 |
| house-8220643-ocr-103 | Spouse | AA | — | 50000 | 15001 | Alcoa Corp | $15,001 - $50,000 | 2024-08-26 | sell | 15 |
| house-8220643-ocr-102 | Spouse | — | — | 50000 | 15001 | Atkore INC COM | $15,001 - $50,000 | 2024-08-16 | sell | 21 |
| house-8220643-ocr-101 | Spouse | NVDA | — | 50000 | 15001 | Nvidia | $15,001 - $50,000 | 2024-08-26 | sell | 15 |
| house-8220643-ocr-100 | Spouse | V | — | 15000 | 1001 | Visa INC | $1,001 - $15,000 | 2024-08-26 | sell | 15 |
| house-8220643-ocr-10 | Spouse | — | — | 250000 | 100001 | TEXAS ST GO MOBILITY | $100,001 - $250,000 | 2024-08-19 | sell | 20 |
| house-8220643-ocr-1 | Spouse | — | — | 1000000 | 1000000 | LLM FAMILY INVESTMENTS LP | Over $1,000,000 | — | sell | — |