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KeyVex › Disclosures › Congressional trades

KeyVex publishes these public financial disclosure filings as news, free and without registration, under the news-media provision of 5 U.S.C. § 13107(c). Source documents are linked on every entry.

Jefferson Shreve (House) disclosed 142 transactions

· Congressional trades · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk

Amendment status is not available for House filings. A filing listed here may since have been amended.

2025-04-11 · sellPfizer, Inc. Common Stock — $15,001 - $50,000
2025-04-07 · buyPepsico, Inc. — $15,001 - $50,000
2025-04-14 · sellPembroke Pines FL Cap Impt Re 5.000 — $1,001 - $15,000
2025-04-07 · buyPayPal Holdings, Inc. - Common Stock — $15,001 - $50,000
2025-04-07 · sellPalo Alto Networks, Inc. — $15,001 - $50,000
2025-04-07 · sellOracle Corporation Common Stock — $15,001 - $50,000
2025-04-07 · sellOccidental Petroleum Corporation Common Stock — $15,001 - $50,000
2025-04-07 · sellNVIDIA Corporation - Common Stock — $50,001 - $100,000
2025-04-11 · sellNorfolk Southern Corporation Common Stock — $15,001 - $50,000
2025-04-17 · buyNextEra Energy, Inc. Common Stock — $15,001 - $50,000
2025-04-11 · buyAmgen Inc. - Common Stock — $15,001 - $50,000
2025-04-11 · buyNetflix, Inc. - Common Stock — $15,001 - $50,000
2025-04-07 · sellMorgan Stanley Common Stock — $15,001 - $50,000
2025-04-07 · sellMicrosoft Corporation - Common Stock — $250,001 - $500,000
2025-04-07 · sellMicron Technology, Inc. - Common Stock — $15,001 - $50,000
2025-04-07 · sellMicrochip Technology Incorporated - Common Stock — $15,001 - $50,000
2025-04-07 · sellMeta Platforms, Inc. - Class A Common Stock — $100,001 - $250,000
2025-04-17 · sellMeta Platforms, Inc. - Class A Common Stock — $15,001 - $50,000
2025-04-17 · sellMerck & Company, Inc. Common Stock — $15,001 - $50,000
2025-04-11 · buyMcDonald's Corporation Common Stock — $15,001 - $50,000
2025-04-07 · buyMatch Group, Inc. - Common Stock — $15,001 - $50,000
2025-04-07 · buyAmerican Water Works Company, Inc. Common Stock — $15,001 - $50,000
2025-04-07 · sellMastercard Incorporated Common Stock — $15,001 - $50,000
2025-04-07 · buyMarvell Technology, Inc. - Common Stock — $50,001 - $100,000
2025-04-17 · selllululemon athletica inc. - Common Stock — $15,001 - $50,000
2025-04-07 · buylululemon athletica inc. - Common Stock — $15,001 - $50,000
2025-04-11 · buyLowe's Companies, Inc. Common Stock — $15,001 - $50,000
2025-04-11 · buyLockheed Martin Corporation Common Stock — $15,001 - $50,000
2025-04-17 · buyLittelfuse, Inc. - Common Stock — $15,001 - $50,000
2025-04-07 · buyLinde plc - Ordinary Shares — $50,001 - $100,000
2025-04-07 · sellLincoln Electric Holdings, Inc. - Common Shares — $15,001 - $50,000
2025-04-11 · sellLGI Homes, Inc. - Common Stock — $15,001 - $50,000
2025-04-07 · sellAmerican Express Company Common Stock — $15,001 - $50,000
2025-04-07 · sellLam Research Corporation - Common Stock — $15,001 - $50,000
2025-04-11 · sellKeysight Technologies Inc. Common Stock — $15,001 - $50,000
2025-04-07 · sellIntuitive Surgical, Inc. - Common Stock — $15,001 - $50,000
2025-04-07 · buyIntuit Inc. - Common Stock — $100,001 - $250,000
2025-04-07 · sellInternational Flavors & Fragrances, Inc. Common Stock — $15,001 - $50,000
2025-04-07 · sellIntel Corporation - Common Stock — $15,001 - $50,000
2025-04-07 · buyIDEXX Laboratories, Inc. - Common Stock — $50,001 - $100,000
2025-04-07 · sellHoneywell International Inc. — $15,001 - $50,000
2025-04-07 · buyHome Depot, Inc. — $15,001 - $50,000
2025-04-07 · buyHome BancShares, Inc. Common Stock — $15,001 - $50,000
2025-04-07 · buyAlbemarle Corporation Common Stock — $15,001 - $50,000
2025-04-07 · sellHilton Worldwide Holdings Inc. Common Stock — $15,001 - $50,000
2025-04-07 · buyHerc Holdings Inc. Common Stock — $15,001 - $50,000
2025-04-11 · sellHerc Holdings Inc. Common Stock — $15,001 - $50,000
2025-04-17 · sellHeico Corporation Common Stock — $15,001 - $50,000
2025-04-07 · sellHarley-Davidson, Inc. Common Stock — $15,001 - $50,000
2025-04-07 · sellHalliburton Company Common Stock — $15,001 - $50,000
2025-04-07 · sellGoldman Sachs Group, Inc. — $15,001 - $50,000
2025-04-07 · sellGen Digital Inc. - Common Stock — $15,001 - $50,000
2025-04-07 · sellGE Aerospace Common Stock — $15,001 - $50,000
2025-04-07 · sellFreeport-McMoRan, Inc. Common Stock — $15,001 - $50,000
2025-04-07 · buyAkamai Technologies, Inc. - Common Stock — $15,001 - $50,000
2025-04-17 · sellFortune Brands Innovations, Inc. Common Stock — $15,001 - $50,000
2025-04-17 · sellFirst Busey Corporation - Common Stock — $15,001 - $50,000
2025-04-07 · buyFidelity National Information Services, Inc. Common Stock — $15,001 - $50,000
2025-04-07 · buyExxon Mobil Corporation Common Stock — $15,001 - $50,000
2025-04-07 · buyEdwards Lifesciences Corporation Common Stock — $15,001 - $50,000
…82 more transactions: every one is in the complete record on this filing's page

The complete record

Every field KeyVex holds for this filing, as its API serves it. Nothing is withheld here that the API sells.

ownerSelf
partyRepublican
stateIN
officeShreve, Jefferson (Representative)
ptr id20030231
chamberhouse
report urlhttps://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2025/20030231.pdf
bioguide idS001229
data sourceHOUSE_CLERK_PTR
member lastShreve
member nameJefferson Shreve
member firstJefferson
state districtIN06
disclosure date2025-05-08
transaction natureOPEN_MARKET

Each transaction (142)

idtickercommentamount maxamount minasset nameasset typeamount rangetransaction datetransaction typereporting lag days
house-20030231-99PFEPortfolio Rebalance5000015001Pfizer, Inc. Common StockST$15,001 - $50,0002025-04-11sell19
house-20030231-98PEPPortfolio Rebalance5000015001Pepsico, Inc.ST$15,001 - $50,0002025-04-07buy22
house-20030231-97—Portfolio Rebalance150001001Pembroke Pines FL Cap Impt Re 5.000CS$1,001 - $15,0002025-04-14sell17
house-20030231-96PYPLPortfolio Rebalance5000015001PayPal Holdings, Inc. - Common StockST$15,001 - $50,0002025-04-07buy22
house-20030231-95PANWPortfolio Rebalance5000015001Palo Alto Networks, Inc.ST$15,001 - $50,0002025-04-07sell22
house-20030231-94ORCLPortfolio Rebalance5000015001Oracle Corporation Common StockST$15,001 - $50,0002025-04-07sell22
house-20030231-93OXYPortfolio Rebalance5000015001Occidental Petroleum Corporation Common StockST$15,001 - $50,0002025-04-07sell22
house-20030231-92NVDApartial; Portfolio Rebalance10000050001NVIDIA Corporation - Common StockST$50,001 - $100,0002025-04-07sell22
house-20030231-91NSCPortfolio Rebalance5000015001Norfolk Southern Corporation Common StockST$15,001 - $50,0002025-04-11sell19
house-20030231-90NEEPortfolio Rebalance5000015001NextEra Energy, Inc. Common StockST$15,001 - $50,0002025-04-17buy15
house-20030231-9AMGNPortfolio Rebalance5000015001Amgen Inc. - Common StockST$15,001 - $50,0002025-04-11buy19
house-20030231-89NFLXPortfolio Rebalance5000015001Netflix, Inc. - Common StockST$15,001 - $50,0002025-04-11buy19
house-20030231-88MS—5000015001Morgan Stanley Common StockST$15,001 - $50,0002025-04-07sell22
house-20030231-87MSFTPortfolio Rebalance500000250001Microsoft Corporation - Common StockST$250,001 - $500,0002025-04-07sell22
house-20030231-86MUPortfolio Rebalance5000015001Micron Technology, Inc. - Common StockST$15,001 - $50,0002025-04-07sell22
house-20030231-85MCHPPortfolio Rebalance5000015001Microchip Technology Incorporated - Common StockST$15,001 - $50,0002025-04-07sell22
house-20030231-84METApartial; Portfolio Rebalance250000100001Meta Platforms, Inc. - Class A Common StockST$100,001 - $250,0002025-04-07sell22
house-20030231-83METApartial; Portfolio Rebalance5000015001Meta Platforms, Inc. - Class A Common StockST$15,001 - $50,0002025-04-17sell15
house-20030231-82MRKPortfolio Rebalance5000015001Merck & Company, Inc. Common StockST$15,001 - $50,0002025-04-17sell15
house-20030231-81MCDPortfolio Rebalance5000015001McDonald's Corporation Common StockST$15,001 - $50,0002025-04-11buy19
house-20030231-80MTCHPortfolio Rebalance5000015001Match Group, Inc. - Common StockST$15,001 - $50,0002025-04-07buy22
house-20030231-8AWKPortfolio Rebalance5000015001American Water Works Company, Inc. Common StockST$15,001 - $50,0002025-04-07buy22
house-20030231-79MApartial; Portfolio Rebalance5000015001Mastercard Incorporated Common StockST$15,001 - $50,0002025-04-07sell22
house-20030231-78MRVLPortfolio Rebalance10000050001Marvell Technology, Inc. - Common StockST$50,001 - $100,0002025-04-07buy22
house-20030231-77LULUpartial; Portfolio Rebalance5000015001lululemon athletica inc. - Common StockST$15,001 - $50,0002025-04-17sell15
house-20030231-76LULUPortfolio Rebalance5000015001lululemon athletica inc. - Common StockST$15,001 - $50,0002025-04-07buy22
house-20030231-75LOWPortfolio Rebalance5000015001Lowe's Companies, Inc. Common StockST$15,001 - $50,0002025-04-11buy19
house-20030231-74LMTPortfolio Rebalance5000015001Lockheed Martin Corporation Common StockST$15,001 - $50,0002025-04-11buy19
house-20030231-73LFUS—5000015001Littelfuse, Inc. - Common StockST$15,001 - $50,0002025-04-17buy15
house-20030231-72LINPortfolio Rebalance10000050001Linde plc - Ordinary SharesST$50,001 - $100,0002025-04-07buy22
house-20030231-71LECOPortfolio Rebalance5000015001Lincoln Electric Holdings, Inc. - Common SharesST$15,001 - $50,0002025-04-07sell22
house-20030231-70LGIHPortfolio Rebalance5000015001LGI Homes, Inc. - Common StockST$15,001 - $50,0002025-04-11sell19
house-20030231-7AXPPortfolio Rebalance5000015001American Express Company Common StockST$15,001 - $50,0002025-04-07sell22
house-20030231-69LRCXpartial; Portfolio Rebalance5000015001Lam Research Corporation - Common StockST$15,001 - $50,0002025-04-07sell22
house-20030231-68KEYSpartial; Portfolio Rebalance5000015001Keysight Technologies Inc. Common StockST$15,001 - $50,0002025-04-11sell19
house-20030231-67ISRGPortfolio Rebalance5000015001Intuitive Surgical, Inc. - Common StockST$15,001 - $50,0002025-04-07sell22
house-20030231-66INTUPortfolio Rebalance250000100001Intuit Inc. - Common StockST$100,001 - $250,0002025-04-07buy22
house-20030231-65IFFPortfolio Rebalance5000015001International Flavors & Fragrances, Inc. Common StockST$15,001 - $50,0002025-04-07sell22
house-20030231-64INTCPortfolio Rebalance5000015001Intel Corporation - Common StockST$15,001 - $50,0002025-04-07sell22
house-20030231-63IDXXPortfolio Rebalance10000050001IDEXX Laboratories, Inc. - Common StockST$50,001 - $100,0002025-04-07buy22
house-20030231-62HONPortfolio Rebalance5000015001Honeywell International Inc.ST$15,001 - $50,0002025-04-07sell22
house-20030231-61HDPortfolio Rebalance5000015001Home Depot, Inc.ST$15,001 - $50,0002025-04-07buy22
house-20030231-60HOMBPortfolio Rebalance5000015001Home BancShares, Inc. Common StockST$15,001 - $50,0002025-04-07buy22
house-20030231-6ALBPortfolio Rebalance5000015001Albemarle Corporation Common StockST$15,001 - $50,0002025-04-07buy22
house-20030231-59HLTPortfolio Rebalance5000015001Hilton Worldwide Holdings Inc. Common StockST$15,001 - $50,0002025-04-07sell22
house-20030231-58HRI—5000015001Herc Holdings Inc. Common StockST$15,001 - $50,0002025-04-07buy22
house-20030231-57HRIPortfolio Rebalance5000015001Herc Holdings Inc. Common StockST$15,001 - $50,0002025-04-11sell19
house-20030231-56HEI.Apartial; Portfolio Rebalance5000015001Heico Corporation Common StockST$15,001 - $50,0002025-04-17sell15
house-20030231-55HOGPortfolio Rebalance5000015001Harley-Davidson, Inc. Common StockST$15,001 - $50,0002025-04-07sell22
house-20030231-54HALPortfolio Rebalance5000015001Halliburton Company Common StockST$15,001 - $50,0002025-04-07sell22
house-20030231-53GSPortfolio Rebalance5000015001Goldman Sachs Group, Inc.ST$15,001 - $50,0002025-04-07sell22
house-20030231-52GENPortfolio Rebalance5000015001Gen Digital Inc. - Common StockST$15,001 - $50,0002025-04-07sell22
house-20030231-51GEPortfolio Rebalance5000015001GE Aerospace Common StockST$15,001 - $50,0002025-04-07sell22
house-20030231-50FCXPortfolio Rebalance5000015001Freeport-McMoRan, Inc. Common StockST$15,001 - $50,0002025-04-07sell22
house-20030231-5AKAMPortfolio Rebalance5000015001Akamai Technologies, Inc. - Common StockST$15,001 - $50,0002025-04-07buy22
house-20030231-49FBINPortfolio Rebalance5000015001Fortune Brands Innovations, Inc. Common StockST$15,001 - $50,0002025-04-17sell15
house-20030231-48BUSEpartial; Portfolio Rebalance5000015001First Busey Corporation - Common StockST$15,001 - $50,0002025-04-17sell15
house-20030231-47FISPortfolio Rebalance5000015001Fidelity National Information Services, Inc. Common StockST$15,001 - $50,0002025-04-07buy22
house-20030231-46XOMPortfolio Rebalance5000015001Exxon Mobil Corporation Common StockST$15,001 - $50,0002025-04-07buy22
house-20030231-45EWPortfolio Rebalance5000015001Edwards Lifesciences Corporation Common StockST$15,001 - $50,0002025-04-07buy22
house-20030231-44ECLPortfolio Rebalance250000100001Ecolab Inc. Common StockST$100,001 - $250,0002025-04-07buy22
house-20030231-43DFSpartial5000015001Discover Financial Services Common StockST$15,001 - $50,0002025-04-07sell22
house-20030231-42DXCMPortfolio Rebalance5000015001DexCom, Inc. - Common StockST$15,001 - $50,0002025-04-07sell22
house-20030231-41DVNPortfolio Rebalance5000015001Devon Energy Corporation Common StockST$15,001 - $50,0002025-04-07sell22
house-20030231-40DHRPortfolio Rebalance5000015001Danaher Corporation Common StockST$15,001 - $50,0002025-04-07sell22
house-20030231-4APortfolio Rebalance5000015001Agilent Technologies, Inc. Common StockST$15,001 - $50,0002025-04-17buy15
house-20030231-39CSXPortfolio Rebalance5000015001CSX CorporationST$15,001 - $50,0002025-04-17buy15
house-20030231-38CCIPortfolio Rebalance5000015001Crown Castle Inc. Common StockST$15,001 - $50,0002025-04-11buy19
house-20030231-37COPPortfolio Rebalance5000015001ConocoPhillips Common StockST$15,001 - $50,0002025-04-11buy19
house-20030231-36COPPortfolio Rebalance5000015001ConocoPhillips Common StockST$15,001 - $50,0002025-04-07buy22
house-20030231-35CLXpartial; Portfolio Rebalance5000015001Clorox CompanyST$15,001 - $50,0002025-04-11sell19
house-20030231-34CFGPortfolio Rebalance5000015001Citizens Financial Group, Inc. Common StockST$15,001 - $50,0002025-04-07sell22
house-20030231-33CTASPortfolio Rebalance10000050001Cintas Corporation - Common StockST$50,001 - $100,0002025-04-07buy22
house-20030231-32CMGPortfolio Rebalance10000050001Chipotle Mexican Grill, Inc. Common StockST$50,001 - $100,0002025-04-17buy15
house-20030231-31CVXPortfolio Rebalance5000015001Chevron Corporation Common StockST$15,001 - $50,0002025-04-07buy22
house-20030231-30LNGpartial; Portfolio Rebalance5000015001Cheniere Energy, Inc. Common StockST$15,001 - $50,0002025-04-07sell22
house-20030231-3AMDpartial; Portfolio Rebalance10000050001Advanced Micro Devices, Inc.ST$50,001 - $100,0002025-04-07sell22
house-20030231-29CBOEPortfolio Rebalance5000015001Cboe Global Markets, Inc.ST$15,001 - $50,0002025-04-07buy22
house-20030231-28CAT—5000015001Caterpillar, Inc. Common StockST$15,001 - $50,0002025-04-17buy15
house-20030231-27CCLPortfolio Rebalance5000015001Carnival Corporation Common StockST$15,001 - $50,0002025-04-07sell22
house-20030231-26BKEPortfolio Rebalance5000015001Buckle, Inc.ST$15,001 - $50,0002025-04-07buy22
house-20030231-25BCPortfolio Rebalance5000015001Brunswick Corporation Common StockST$15,001 - $50,0002025-04-07sell22
house-20030231-24AVGOpartial; Portfolio Rebalance250000100001Broadcom Inc. - Common StockST$100,001 - $250,0002025-04-17sell15
house-20030231-23BKNGPortfolio Rebalance5000015001Booking Holdings Inc. - Common StockST$15,001 - $50,0002025-04-07buy22
house-20030231-22XYZpartial; Portfolio Rebalance5000015001Block, Inc. Class A Common StockST$15,001 - $50,0002025-04-11sell19
house-20030231-21BLKPortfolio Rebalance10000050001BlackRock, Inc. Common StockST$50,001 - $100,0002025-04-07buy22
house-20030231-20BACPortfolio Rebalance10000050001Bank of America Corporation Common StockST$50,001 - $100,0002025-04-07sell22
house-20030231-2ADBEPortfolio Rebalance5000015001Adobe Inc. - Common StockST$15,001 - $50,0002025-04-07sell22
house-20030231-19BALLPortfolio Rebalance5000015001Ball Corporation Common StockST$15,001 - $50,0002025-04-07buy22
house-20030231-18AVBPortfolio Rebalance5000015001AvalonBay Communities, Inc. Common StockST$15,001 - $50,0002025-04-07sell22
house-20030231-17ADSKPortfolio Rebalance5000015001Autodesk, Inc. - Common StockST$15,001 - $50,0002025-04-17buy15
house-20030231-16ANETPortfolio Rebalance5000015001Arista Networks, Inc. Common StockST$15,001 - $50,0002025-04-07buy22
house-20030231-15ARESPortfolio Rebalance10000050001Ares Management Corporation Class A Common StockST$50,001 - $100,0002025-04-17buy15
house-20030231-142ZTSpartial; Portfolio Rebalance5000015001Zoetis Inc. Class A Common StockST$15,001 - $50,0002025-04-17sell15
house-20030231-141ZTSPortfolio Rebalance5000015001Zoetis Inc. Class A Common StockST$15,001 - $50,0002025-04-07buy22
house-20030231-140WDAYPortfolio Rebalance5000015001Workday, Inc. - Class A Common StockST$15,001 - $50,0002025-04-07buy22
house-20030231-14APTVPortfolio Rebalance5000015001Aptiv PLC Ordinary SharesST$15,001 - $50,0002025-04-07buy22
house-20030231-139WYPortfolio Rebalance5000015001Weyerhaeuser Company Common StockST$15,001 - $50,0002025-04-11sell19
house-20030231-138WDCPortfolio Rebalance5000015001Western Digital Corporation - Common StockST$15,001 - $50,0002025-04-17buy15
house-20030231-137DISpartial; Portfolio Rebalance5000015001Walt Disney CompanyST$15,001 - $50,0002025-04-07sell22
house-20030231-136WMTPortfolio Rebalance5000015001Walmart Inc. Common StockST$15,001 - $50,0002025-04-11buy19
house-20030231-135VSTPortfolio Rebalance5000015001Vistra Corp. Common StockST$15,001 - $50,0002025-04-07sell22
house-20030231-134Vpartial; Portfolio Rebalance5000015001Visa Inc.ST$15,001 - $50,0002025-04-07sell22
house-20030231-133VLO—5000015001Valero Energy Corporation Common StockST$15,001 - $50,0002025-04-07sell22
house-20030231-132UNHPortfolio Rebalance5000015001UnitedHealth Group Incorporated Common StockST$15,001 - $50,0002025-04-07buy22
house-20030231-131UPSpartial; Portfolio Rebalance5000015001United Parcel Service, Inc. Common StockST$15,001 - $50,0002025-04-17sell15
house-20030231-130UPSPortfolio Rebalance10000050001United Parcel Service, Inc. Common StockST$50,001 - $100,0002025-04-07buy22
house-20030231-13APP—5000015001Applovin Corporation - Class A Common StockST$15,001 - $50,0002025-04-07buy22
house-20030231-129UBERPortfolio Rebalance5000015001Uber Technologies, Inc. Common StockST$15,001 - $50,0002025-04-07buy22
house-20030231-128TDGPortfolio Rebalance5000015001Transdigm Group Incorporated Common StockST$15,001 - $50,0002025-04-07buy22
house-20030231-127TTPortfolio Rebalance10000050001Trane Technologies plcST$50,001 - $100,0002025-04-07buy22
house-20030231-126TJXPortfolio Rebalance5000015001TJX Companies, Inc.ST$15,001 - $50,0002025-04-07buy22
house-20030231-125TMOPortfolio Rebalance5000015001Thermo Fisher Scientific Inc Common StockST$15,001 - $50,0002025-04-07sell22
house-20030231-124TTDPortfolio Rebalance5000015001The Trade Desk, Inc. - Class A Common StockST$15,001 - $50,0002025-04-07sell22
house-20030231-123CGpartial; Portfolio Rebalance5000015001The Carlyle Group Inc. - Common StockST$15,001 - $50,0002025-04-17sell15
house-20030231-122CGPortfolio Rebalance10000050001The Carlyle Group Inc. - Common StockST$50,001 - $100,0002025-04-07buy22
house-20030231-121TXNPortfolio Rebalance10000050001Texas Instruments Incorporated - Common StockST$50,001 - $100,0002025-04-07buy22
house-20030231-120TGTPortfolio Rebalance5000015001Target Corporation Common StockST$15,001 - $50,0002025-04-07sell22
house-20030231-12AMATPortfolio Rebalance10000050001Applied Materials, Inc. - Common StockST$50,001 - $100,0002025-04-17buy15
house-20030231-119SNPSPortfolio Rebalance10000050001Synopsys, Inc. - Common StockST$50,001 - $100,0002025-04-17buy15
house-20030231-118SYK—5000015001Stryker Corporation Common StockST$15,001 - $50,0002025-04-17buy15
house-20030231-117SBUXPortfolio Rebalance5000015001Starbucks Corporation - Common StockST$15,001 - $50,0002025-04-07sell22
house-20030231-116STAGPortfolio Rebalance5000015001Stag Industrial, Inc. Common StockST$15,001 - $50,0002025-04-17sell15
house-20030231-115STAGpartial; Portfolio Rebalance10000050001Stag Industrial, Inc. Common StockST$50,001 - $100,0002025-04-11sell19
house-20030231-114STAGPortfolio Rebalance10000050001Stag Industrial, Inc. Common StockST$50,001 - $100,0002025-04-07buy22
house-20030231-113SPOTPortfolio Rebalance5000015001Spotify Technology S.A. Ordinary SharesST$15,001 - $50,0002025-04-11buy19
house-20030231-112SNDRPortfolio Rebalance5000015001Schneider National, Inc. Common StockST$15,001 - $50,0002025-04-07buy22
house-20030231-111SLBPortfolio Rebalance5000015001Schlumberger N.V. Common StockST$15,001 - $50,0002025-04-11sell19
house-20030231-110SNDKPortfolio Rebalance5000015001Sandisk Corporation - Common StockST$15,001 - $50,0002025-04-07sell22
house-20030231-11AMATPortfolio Rebalance5000015001Applied Materials, Inc. - Common StockST$15,001 - $50,0002025-04-11buy19
house-20030231-109CRMPortfolio Rebalance5000015001Salesforce, Inc. Common StockST$15,001 - $50,0002025-04-07sell22
house-20030231-108SPGIPortfolio Rebalance10000050001S&P Global Inc. Common StockST$50,001 - $100,0002025-04-17buy15
house-20030231-107RGLDPortfolio Rebalance5000015001Royal Gold, Inc. - Common StockST$15,001 - $50,0002025-04-07buy22
house-20030231-106ROSTPortfolio Rebalance5000015001Ross Stores, Inc. - Common StockST$15,001 - $50,0002025-04-17buy15
house-20030231-105RGENPortfolio Rebalance5000015001Repligen Corporation - Common StockST$15,001 - $50,0002025-04-07sell22
house-20030231-104REGNPortfolio Rebalance5000015001Regeneron Pharmaceuticals, Inc. - Common StockST$15,001 - $50,0002025-04-07sell22
house-20030231-103RPD—5000015001Rapid7, Inc. - Common StockST$15,001 - $50,0002025-04-07buy22
house-20030231-102QCOMPortfolio Rebalance5000015001QUALCOMM Incorporated - Common StockST$15,001 - $50,0002025-04-07sell22
house-20030231-101PLDPortfolio Rebalance5000015001Prologis, Inc. Common StockST$15,001 - $50,0002025-04-07sell22
house-20030231-100PSXPortfolio Rebalance5000015001Phillips 66 Common StockST$15,001 - $50,0002025-04-07buy22
house-20030231-10AAPLPortfolio Rebalance250000100001Apple Inc. - Common StockST$100,001 - $250,0002025-04-07buy22
house-20030231-1ABBVPortfolio Rebalance10000050001AbbVie Inc. Common StockST$50,001 - $100,0002025-04-17sell15

Original filing document