Jefferson Shreve (House) disclosed 296 transactions

2025-06-22 · 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.

2025-05-12 · sell	Danaher Corporation Common Stock — $15,001 - $50,000
2025-05-13 · sell	Cypress Fairbanks Tex Indpt Sch Dist 5.0000 2032-02-15 — $1,001 - $15,000
2025-05-12 · sell	CVS Health Corporation Common Stock — $15,001 - $50,000
2025-05-13 · sell	Cuyahoga Cnty Ohio Economic Dev Rev 5.000 2025-12-01 — $15,001 - $50,000
2025-05-12 · sell	CSX Corporation — $15,001 - $50,000
2025-05-12 · sell	Crown Castle Inc. Common Stock — $15,001 - $50,000
2025-05-12 · sell	CrowdStrike Holdings, Inc. - Class A Common Stock — $15,001 - $50,000
2025-05-08 · sell	Coterra Energy Inc. Common Stock — $15,001 - $50,000
2025-05-12 · sell	Coterra Energy Inc. Common Stock — $15,001 - $50,000
2025-05-12 · sell	Costco Wholesale Corporation - Common Stock — $100,001 - $250,000
2025-05-12 · sell	Albemarle Corporation Common Stock — $15,001 - $50,000
2025-05-12 · sell	CoStar Group, Inc. - Common Stock — $15,001 - $50,000
2025-05-13 · sell	Corpus Christi Tex Indpt Sch Dist 4.000 2028-08-15 — $50,001 - $100,000
2025-05-12 · sell	Copart, Inc. - Common Stock — $15,001 - $50,000
2025-05-12 · sell	Constellation Energy Corporation - Common Stock — $15,001 - $50,000
2025-05-08 · buy	Constellation Energy Corporation - Common Stock — $15,001 - $50,000
2025-05-12 · sell	ConocoPhillips Common Stock — $15,001 - $50,000
2025-05-13 · sell	Connecticut St Spl Tax Oblig Rev 5.00 2032-5-1/ 207758ZUO — $1,001 - $15,000
2025-05-12 · sell	Comcast Corporation - Class A Common Stock — $15,001 - $50,000
2025-05-13 · sell	Comcast 6.50% maturing 11/15/35 — $15,001 - $50,000
2025-05-13 · sell	Colorado St Brd Governors Univ Enterprise Sys Rev 5.000 2030-03-01 — $1,001 - $15,000
2025-05-12 · sell	Akamai Technologies, Inc. - Common Stock — $15,001 - $50,000
2025-05-12 · sell	Coinbase Global, Inc. - Class A Common Stock — $15,001 - $50,000
2025-05-08 · buy	Coinbase Global, Inc. - Class A Common Stock — $15,001 - $50,000
2025-05-12 · sell	Coca-Cola Company — $100,001 - $250,000
2025-05-12 · sell	CNO Financial Group, Inc. Common Stock — $15,001 - $50,000
2025-05-12 · sell	CME Group Inc. - Class A Common Stock — $15,001 - $50,000
2025-05-12 · sell	Cloudflare, Inc. Class A Common Stock — $15,001 - $50,000
2025-05-13 · sell	Citigroup Inc 5.875 2033-02-22 — $50,001 - $100,000
2025-05-12 · sell	Cisco Systems, Inc. - Common Stock — $50,001 - $100,000
2025-05-08 · sell	Cintas Corporation - Common Stock — $15,001 - $50,000
2025-05-12 · sell	Cintas Corporation - Common Stock — $50,001 - $100,000
2025-05-12 · sell	Agilent Technologies, Inc. Common Stock — $15,001 - $50,000
2025-05-12 · sell	Chubb Limited Common Stock — $15,001 - $50,000
2025-05-12 · sell	Chipotle Mexican Grill, Inc. Common Stock — $50,001 - $100,000
2025-05-12 · sell	Chevron Corporation Common Stock — $15,001 - $50,000
2025-05-08 · sell	Chevron Corporation Common Stock — $15,001 - $50,000
2025-05-12 · sell	Cheniere Energy, Inc. Common Stock — $15,001 - $50,000
2025-05-12 · sell	Charter Communications, Inc. - Class A Common Stock — $15,001 - $50,000
2025-05-12 · sell	Charles Schwab Corporation — $15,001 - $50,000
2025-05-08 · buy	Charles River Laboratories International, Inc. Common Stock — $15,001 - $50,000
2025-05-12 · sell	Charles River Laboratories International, Inc. Common Stock — $15,001 - $50,000
2025-05-12 · sell	Centene Corporation Common Stock — $15,001 - $50,000
2025-05-08 · buy	Advanced Micro Devices, Inc. - Common Stock — $15,001 - $50,000
2025-05-12 · sell	Cencora, Inc. Common Stock — $50,001 - $100,000
2025-05-12 · sell	Cboe Global Markets, Inc. — $50,001 - $100,000
2025-05-12 · sell	Caterpillar, Inc. Common Stock — $15,001 - $50,000
2025-05-12 · sell	Casella Waste Systems, Inc. - Class A Common Stock — $50,001 - $100,000
2025-05-12 · sell	Carnival Corporation Common Stock — $15,001 - $50,000
2025-05-08 · buy	Carnival Corporation Common Stock — $15,001 - $50,000
2025-05-12 · sell	Cadence Design Systems, Inc. - Common Stock — $50,001 - $100,000
2025-05-12 · sell	Buckle, Inc. — $15,001 - $50,000
2025-05-12 · sell	Broadcom Inc. - Common Stock — $15,001 - $50,000
2025-05-12 · sell	Bristol-Myers Squibb Company Common Stock — $15,001 - $50,000
2025-05-12 · sell	Advanced Micro Devices, Inc. — $50,001 - $100,000
2025-05-12 · sell	Boston Scientific Corporation Common Stock — $15,001 - $50,000
2025-05-12 · sell	Booking Holdings Inc. - Common Stock — $50,001 - $100,000
2025-05-12 · sell	Boeing Company — $50,001 - $100,000
2025-05-08 · sell	Block, Inc. Class A Common Stock — $15,001 - $50,000
2025-05-08 · sell	BlackRock, Inc. Common Stock — $50,001 - $100,000
…	236 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.

owner	Self
party	Republican
state	IN
office	Shreve, Jefferson (Representative)
ptr id	20030387
chamber	house
report url	https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2025/20030387.pdf
bioguide id	S001229
data source	HOUSE_CLERK_PTR
member last	Shreve
member name	Jefferson Shreve
member first	Jefferson
state district	IN06
disclosure date	2025-06-22
transaction nature	OPEN_MARKET

Each transaction (296)

id	ticker	comment	amount max	amount min	asset name	asset type	amount range	transaction date	transaction type	reporting lag days
house-20030387-99	DHR	Account Closing	50000	15001	Danaher Corporation Common Stock	ST	$15,001 - $50,000	2025-05-12	sell	30
house-20030387-98	—	Account Closing	15000	1001	Cypress Fairbanks Tex Indpt Sch Dist 5.0000 2032-02-15	GS	$1,001 - $15,000	2025-05-13	sell	30
house-20030387-97	CVS	Account Closing	50000	15001	CVS Health Corporation Common Stock	ST	$15,001 - $50,000	2025-05-12	sell	30
house-20030387-96	—	Account Closing	50000	15001	Cuyahoga Cnty Ohio Economic Dev Rev 5.000 2025-12-01	GS	$15,001 - $50,000	2025-05-13	sell	30
house-20030387-95	CSX	Account Closing	50000	15001	CSX Corporation	ST	$15,001 - $50,000	2025-05-12	sell	30
house-20030387-94	CCI	Account Closing	50000	15001	Crown Castle Inc. Common Stock	ST	$15,001 - $50,000	2025-05-12	sell	30
house-20030387-93	CRWD	Account Closing	50000	15001	CrowdStrike Holdings, Inc. - Class A Common Stock	ST	$15,001 - $50,000	2025-05-12	sell	30
house-20030387-92	CTRA	partial; Portfolio Rebalance	50000	15001	Coterra Energy Inc. Common Stock	ST	$15,001 - $50,000	2025-05-08	sell	33
house-20030387-91	CTRA	Account Closing	50000	15001	Coterra Energy Inc. Common Stock	ST	$15,001 - $50,000	2025-05-12	sell	30
house-20030387-90	COST	Account Closing	250000	100001	Costco Wholesale Corporation - Common Stock	ST	$100,001 - $250,000	2025-05-12	sell	30
house-20030387-9	ALB	Account Closing	50000	15001	Albemarle Corporation Common Stock	ST	$15,001 - $50,000	2025-05-12	sell	30
house-20030387-89	CSGP	Account Closing	50000	15001	CoStar Group, Inc. - Common Stock	ST	$15,001 - $50,000	2025-05-12	sell	30
house-20030387-88	—	—	100000	50001	Corpus Christi Tex Indpt Sch Dist 4.000 2028-08-15	GS	$50,001 - $100,000	2025-05-13	sell	30
house-20030387-87	CPRT	Account Closing	50000	15001	Copart, Inc. - Common Stock	ST	$15,001 - $50,000	2025-05-12	sell	30
house-20030387-86	CEG	Account Closing	50000	15001	Constellation Energy Corporation - Common Stock	ST	$15,001 - $50,000	2025-05-12	sell	30
house-20030387-85	CEG	Portfolio Rebalance	50000	15001	Constellation Energy Corporation - Common Stock	ST	$15,001 - $50,000	2025-05-08	buy	33
house-20030387-84	COP	Account Closing	50000	15001	ConocoPhillips Common Stock	ST	$15,001 - $50,000	2025-05-12	sell	30
house-20030387-83	—	Account Closing	15000	1001	Connecticut St Spl Tax Oblig Rev 5.00 2032-5-1/ 207758ZUO	GS	$1,001 - $15,000	2025-05-13	sell	30
house-20030387-82	CMCSA	Account Closing	50000	15001	Comcast Corporation - Class A Common Stock	ST	$15,001 - $50,000	2025-05-12	sell	30
house-20030387-81	—	Account Closing	50000	15001	Comcast 6.50% maturing 11/15/35	CS	$15,001 - $50,000	2025-05-13	sell	30
house-20030387-80	—	Account Closing	15000	1001	Colorado St Brd Governors Univ Enterprise Sys Rev 5.000 2030-03-01	GS	$1,001 - $15,000	2025-05-13	sell	30
house-20030387-8	AKAM	Account Closing	50000	15001	Akamai Technologies, Inc. - Common Stock	ST	$15,001 - $50,000	2025-05-12	sell	30
house-20030387-79	COIN	Account Closing	50000	15001	Coinbase Global, Inc. - Class A Common Stock	ST	$15,001 - $50,000	2025-05-12	sell	30
house-20030387-78	COIN	Portfolio Rebalance	50000	15001	Coinbase Global, Inc. - Class A Common Stock	ST	$15,001 - $50,000	2025-05-08	buy	33
house-20030387-77	KO	Account Closing	250000	100001	Coca-Cola Company	ST	$100,001 - $250,000	2025-05-12	sell	30
house-20030387-76	CNO	Account Closing	50000	15001	CNO Financial Group, Inc. Common Stock	ST	$15,001 - $50,000	2025-05-12	sell	30
house-20030387-75	CME	Account Closing	50000	15001	CME Group Inc. - Class A Common Stock	ST	$15,001 - $50,000	2025-05-12	sell	30
house-20030387-74	NET	Account Closing	50000	15001	Cloudflare, Inc. Class A Common Stock	ST	$15,001 - $50,000	2025-05-12	sell	30
house-20030387-73	—	—	100000	50001	Citigroup Inc 5.875 2033-02-22	CS	$50,001 - $100,000	2025-05-13	sell	30
house-20030387-72	CSCO	Account Closing	100000	50001	Cisco Systems, Inc. - Common Stock	ST	$50,001 - $100,000	2025-05-12	sell	30
house-20030387-71	CTAS	partial; Portfolio Rebalance	50000	15001	Cintas Corporation - Common Stock	ST	$15,001 - $50,000	2025-05-08	sell	33
house-20030387-70	CTAS	Account Closing	100000	50001	Cintas Corporation - Common Stock	ST	$50,001 - $100,000	2025-05-12	sell	30
house-20030387-7	A	Account Closing	50000	15001	Agilent Technologies, Inc. Common Stock	ST	$15,001 - $50,000	2025-05-12	sell	30
house-20030387-69	CB	Account Closing	50000	15001	Chubb Limited Common Stock	ST	$15,001 - $50,000	2025-05-12	sell	30
house-20030387-68	CMG	Account Closing	100000	50001	Chipotle Mexican Grill, Inc. Common Stock	ST	$50,001 - $100,000	2025-05-12	sell	30
house-20030387-67	CVX	Account Closing	50000	15001	Chevron Corporation Common Stock	ST	$15,001 - $50,000	2025-05-12	sell	30
house-20030387-66	CVX	partial; Portfolio Rebalance	50000	15001	Chevron Corporation Common Stock	ST	$15,001 - $50,000	2025-05-08	sell	33
house-20030387-65	LNG	Account Closing	50000	15001	Cheniere Energy, Inc. Common Stock	ST	$15,001 - $50,000	2025-05-12	sell	30
house-20030387-64	CHTR	Account Closing	50000	15001	Charter Communications, Inc. - Class A Common Stock	ST	$15,001 - $50,000	2025-05-12	sell	30
house-20030387-63	SCHW	Account Closing	50000	15001	Charles Schwab Corporation	ST	$15,001 - $50,000	2025-05-12	sell	30
house-20030387-62	CRL	Portfolio Rebalance	50000	15001	Charles River Laboratories International, Inc. Common Stock	ST	$15,001 - $50,000	2025-05-08	buy	33
house-20030387-61	CRL	Account Closing	50000	15001	Charles River Laboratories International, Inc. Common Stock	ST	$15,001 - $50,000	2025-05-12	sell	30
house-20030387-60	CNC	Account Closing	50000	15001	Centene Corporation Common Stock	ST	$15,001 - $50,000	2025-05-12	sell	30
house-20030387-6	AMD	Portfolio Rebalance	50000	15001	Advanced Micro Devices, Inc. - Common Stock	ST	$15,001 - $50,000	2025-05-08	buy	33
house-20030387-59	COR	Account Closing	100000	50001	Cencora, Inc. Common Stock	ST	$50,001 - $100,000	2025-05-12	sell	30
house-20030387-58	CBOE	—	100000	50001	Cboe Global Markets, Inc.	ST	$50,001 - $100,000	2025-05-12	sell	30
house-20030387-57	CAT	Account Closing	50000	15001	Caterpillar, Inc. Common Stock	ST	$15,001 - $50,000	2025-05-12	sell	30
house-20030387-56	CWST	Account Closing	100000	50001	Casella Waste Systems, Inc. - Class A Common Stock	ST	$50,001 - $100,000	2025-05-12	sell	30
house-20030387-55	CCL	Account Closing	50000	15001	Carnival Corporation Common Stock	ST	$15,001 - $50,000	2025-05-12	sell	30
house-20030387-54	CCL	Portfolio Rebalance	50000	15001	Carnival Corporation Common Stock	ST	$15,001 - $50,000	2025-05-08	buy	33
house-20030387-53	CDNS	Account Closing	100000	50001	Cadence Design Systems, Inc. - Common Stock	ST	$50,001 - $100,000	2025-05-12	sell	30
house-20030387-52	BKE	Account Closing	50000	15001	Buckle, Inc.	ST	$15,001 - $50,000	2025-05-12	sell	30
house-20030387-51	AVGO	Account Closing	50000	15001	Broadcom Inc. - Common Stock	ST	$15,001 - $50,000	2025-05-12	sell	30
house-20030387-50	BMY	Account Closing	50000	15001	Bristol-Myers Squibb Company Common Stock	ST	$15,001 - $50,000	2025-05-12	sell	30
house-20030387-5	AMD	Account Closing	100000	50001	Advanced Micro Devices, Inc.	ST	$50,001 - $100,000	2025-05-12	sell	30
house-20030387-49	BSX	Account Closing	50000	15001	Boston Scientific Corporation Common Stock	ST	$15,001 - $50,000	2025-05-12	sell	30
house-20030387-48	BKNG	Account Closing	100000	50001	Booking Holdings Inc. - Common Stock	ST	$50,001 - $100,000	2025-05-12	sell	30
house-20030387-47	BA	Account Closing	100000	50001	Boeing Company	ST	$50,001 - $100,000	2025-05-12	sell	30
house-20030387-46	XYZ	Portfolio Rebalance	50000	15001	Block, Inc. Class A Common Stock	ST	$15,001 - $50,000	2025-05-08	sell	33
house-20030387-45	BLK	partial; Portfolio Rebalance	100000	50001	BlackRock, Inc. Common Stock	ST	$50,001 - $100,000	2025-05-08	sell	33
house-20030387-44	BLK	Account Closing	100000	50001	BlackRock, Inc. Common Stock	ST	$50,001 - $100,000	2025-05-12	sell	30
house-20030387-43	BRK.B	—	250000	100001	Berkshire Hathaway Inc. New Common Stock	ST	$100,001 - $250,000	2025-05-12	sell	30
house-20030387-42	BAC	Account Closing	50000	15001	Bank of America Corporation Common Stock	ST	$15,001 - $50,000	2025-05-12	sell	30
house-20030387-41	BAC	Portfolio Rebalance	50000	15001	Bank of America Corporation Common Stock	ST	$15,001 - $50,000	2025-05-08	buy	33
house-20030387-40	BALL	partial; Portfolio Rebalance	50000	15001	Ball Corporation Common Stock	ST	$15,001 - $50,000	2025-05-08	sell	33
house-20030387-4	ADBE	Portfolio Rebalance	50000	15001	Adobe Inc. - Common Stock	ST	$15,001 - $50,000	2025-05-08	buy	33
house-20030387-39	BALL	Account Closing	50000	15001	Ball Corporation Common Stock	ST	$15,001 - $50,000	2025-05-12	sell	30
house-20030387-38	AXON	Account Closing	50000	15001	Axon Enterprise, Inc. - Common Stock	ST	$15,001 - $50,000	2025-05-12	sell	30
house-20030387-37	AZO	Account Closing	100000	50001	AutoZone, Inc. Common Stock	ST	$50,001 - $100,000	2025-05-12	sell	30
house-20030387-36	ADP	Account Closing	100000	50001	Automatic Data Processing, Inc. - Common Stock	ST	$50,001 - $100,000	2025-05-12	sell	30
house-20030387-35	ADSK	Account Closing	50000	15001	Autodesk, Inc. - Common Stock	ST	$15,001 - $50,000	2025-05-12	sell	30
house-20030387-34	T	Account Closing	50000	15001	AT&T Inc.	ST	$15,001 - $50,000	2025-05-12	sell	30
house-20030387-33	ANET	Account Closing	100000	50001	Arista Networks, Inc. Common Stock	ST	$50,001 - $100,000	2025-05-12	sell	30
house-20030387-32	ARES	Account Closing	100000	50001	Ares Management Corporation Class A Common Stock	ST	$50,001 - $100,000	2025-05-12	sell	30
house-20030387-31	ACGL	Account Closing	50000	15001	Arch Capital Group Ltd. - Common Stock	ST	$15,001 - $50,000	2025-05-12	sell	30
house-20030387-30	APTV	partial; Portfolio Rebalance	50000	15001	Aptiv PLC Ordinary Shares	ST	$15,001 - $50,000	2025-05-08	sell	33
house-20030387-3	ADBE	Account Closing	50000	15001	Adobe Inc. - Common Stock	ST	$15,001 - $50,000	2025-05-12	sell	30
house-20030387-296	ZM	Account Closing	50000	15001	Zoom Communications, Inc. - Class A Common Stock	ST	$15,001 - $50,000	2025-05-12	sell	30
house-20030387-295	ZTS	Account Closing	50000	15001	Zoetis Inc. Class A Common Stock	ST	$15,001 - $50,000	2025-05-12	sell	30
house-20030387-294	WDAY	Account Closing	100000	50001	Workday, Inc. - Class A Common Stock	ST	$50,001 - $100,000	2025-05-12	sell	30
house-20030387-293	WDAY	partial; Portfolio Rebalance	50000	15001	Workday, Inc. - Class A Common Stock	ST	$15,001 - $50,000	2025-05-08	sell	33
house-20030387-292	WMB	Account Closing	100000	50001	Williams Companies, Inc.	ST	$50,001 - $100,000	2025-05-12	sell	30
house-20030387-291	WDC	Account Closing	50000	15001	Western Digital Corporation - Common Stock	ST	$15,001 - $50,000	2025-05-12	sell	30
house-20030387-290	WELL	Account Closing	100000	50001	Welltower Inc. Common Stock	ST	$50,001 - $100,000	2025-05-12	sell	30
house-20030387-29	APTV	Account Closing	50000	15001	Aptiv PLC Ordinary Shares	ST	$15,001 - $50,000	2025-05-12	sell	30
house-20030387-289	—	Account Closing	100000	50001	Wells Fargo 6.491 10/23/34 '33 MTN	CS	$50,001 - $100,000	2025-05-13	sell	30
house-20030387-288	—	Account Closing	50000	15001	Wells Fargo 5.574 07/25/29 '28 Mtn	CS	$15,001 - $50,000	2025-05-13	sell	30
house-20030387-287	WFC	Account Closing	100000	50001	Wells Fargo & Company Common Stock	ST	$50,001 - $100,000	2025-05-12	sell	30
house-20030387-286	—	Account Closing	50000	15001	Weld Cnty Colo Sch Dist No Re 4.50000 2025-12-01	GS	$15,001 - $50,000	2025-05-13	sell	30
house-20030387-285	—	Account Closing	100000	50001	Washington Cnty Tenn 4.0000 2027- 06-01	GS	$50,001 - $100,000	2025-05-13	sell	30
house-20030387-284	WBD	Account Closing	50000	15001	Warner Bros. Discovery, Inc. - Series A Common Stock	ST	$15,001 - $50,000	2025-05-12	sell	30
house-20030387-283	DIS	—	50000	15001	Walt Disney Company	ST	$15,001 - $50,000	2025-05-08	buy	33
house-20030387-282	DIS	Account Closing	50000	15001	Walt Disney Company	ST	$15,001 - $50,000	2025-05-12	sell	30
house-20030387-281	WMT	Account Closing	250000	100001	Walmart Inc. Common Stock	ST	$100,001 - $250,000	2025-05-12	sell	30
house-20030387-280	—	Account Closing	100000	50001	Vistancia Cmnty Facs Dist Arizona 4.00 2025-07-15	GS	$50,001 - $100,000	2025-05-13	sell	30
house-20030387-28	APP	—	50000	15001	Applovin Corporation - Class A Common Stock	ST	$15,001 - $50,000	2025-05-12	sell	30
house-20030387-279	V	Account Closing	250000	100001	Visa Inc.	ST	$100,001 - $250,000	2025-05-12	sell	30
house-20030387-278	VRTX	Account Closing	50000	15001	Vertex Pharmaceuticals Incorporated - Common Stock	ST	$15,001 - $50,000	2025-05-12	sell	30
house-20030387-277	—	Account Closing	15000	1001	Vermillion S D Sch Dist No 13-1 5.0000 2030-08-01	GS	$1,001 - $15,000	2025-05-13	sell	30
house-20030387-276	VZ	Account Closing	50000	15001	Verizon Communications Inc. Common Stock	ST	$15,001 - $50,000	2025-05-12	sell	30
house-20030387-275	UVSP	Account Closing	50000	15001	Univest Financial Corporation - Common Stock	ST	$15,001 - $50,000	2025-05-12	sell	30
house-20030387-274	UNH	Portfolio Rebalance	50000	15001	UnitedHealth Group Incorporated Common Stock	ST	$15,001 - $50,000	2025-05-08	sell	33
house-20030387-273	UPS	Portfolio Rebalance	50000	15001	United Parcel Service, Inc. Common Stock	ST	$15,001 - $50,000	2025-05-08	sell	33
house-20030387-272	UCB	Account Closing	100000	50001	United Community Banks, Inc. Common Stock	ST	$50,001 - $100,000	2025-05-12	sell	30
house-20030387-271	UNP	Account Closing	50000	15001	Union Pacific Corporation Common Stock	ST	$15,001 - $50,000	2025-05-12	sell	30
house-20030387-270	UBER	Account Closing	100000	50001	Uber Technologies, Inc. Common Stock	ST	$50,001 - $100,000	2025-05-12	sell	30
house-20030387-27	AMAT	Account Closing	100000	50001	Applied Materials, Inc. - Common Stock	ST	$50,001 - $100,000	2025-05-12	sell	30
house-20030387-269	—	Account Closing	15000	1001	Tri-cnty Met Transn Dist Ore Rev 5.000 2027-09-01	GS	$1,001 - $15,000	2025-05-13	sell	30
house-20030387-268	TDG	partial	50000	15001	Transdigm Group Incorporated Common Stock	ST	$15,001 - $50,000	2025-05-08	sell	33
house-20030387-267	TDG	Account Closing	50000	15001	Transdigm Group Incorporated Common Stock	ST	$15,001 - $50,000	2025-05-12	sell	30
house-20030387-266	TT	Account Closing	100000	50001	Trane Technologies plc	ST	$50,001 - $100,000	2025-05-12	sell	30
house-20030387-265	TJX	Account Closing	100000	50001	TJX Companies, Inc.	ST	$50,001 - $100,000	2025-05-12	sell	30
house-20030387-264	TTD	Account Closing	50000	15001	The Trade Desk, Inc. - Class A Common Stock	ST	$15,001 - $50,000	2025-05-12	sell	30
house-20030387-263	TTD	Portfolio Rebalance	50000	15001	The Trade Desk, Inc. - Class A Common Stock	ST	$15,001 - $50,000	2025-05-08	buy	33
house-20030387-262	SJM	Account Closing	50000	15001	The J.M. Smucker Company Common Stock	ST	$15,001 - $50,000	2025-05-12	sell	30
house-20030387-261	CI	Account Closing	50000	15001	The Cigna Group Common Stock	ST	$15,001 - $50,000	2025-05-12	sell	30
house-20030387-260	CG	Account Closing	100000	50001	The Carlyle Group Inc. - Common Stock	ST	$50,001 - $100,000	2025-05-12	sell	30
house-20030387-26	AMAT	partial; Portfolio Rebalance	100000	50001	Applied Materials, Inc. - Common Stock	ST	$50,001 - $100,000	2025-05-08	sell	33
house-20030387-259	—	Account Closing	15000	1001	Texas Tech Univ Revs 5.000 2029- 02-15	GS	$1,001 - $15,000	2025-05-13	sell	30
house-20030387-258	TXN	partial; Portfolio Rebalance	50000	15001	Texas Instruments Incorporated - Common Stock	ST	$15,001 - $50,000	2025-05-08	sell	33
house-20030387-257	TXN	Account Closing	250000	100001	Texas Instruments Incorporated - Common Stock	ST	$100,001 - $250,000	2025-05-12	sell	30
house-20030387-256	TSLA	Account Closing	250000	100001	Tesla, Inc. - Common Stock	ST	$100,001 - $250,000	2025-05-12	sell	30
house-20030387-255	TTWO	Account Closing	50000	15001	Take-Two Interactive Software, Inc. - Common Stock	ST	$15,001 - $50,000	2025-05-12	sell	30
house-20030387-254	SYY	Account Closing	50000	15001	Sysco Corporation Common Stock	ST	$15,001 - $50,000	2025-05-12	sell	30
house-20030387-253	SNPS	—	100000	50001	Synopsys, Inc. - Common Stock	ST	$50,001 - $100,000	2025-05-12	sell	30
house-20030387-252	SYK	Account Closing	100000	50001	Stryker Corporation Common Stock	ST	$50,001 - $100,000	2025-05-12	sell	30
house-20030387-251	—	Account Closing	50000	15001	Spotsylvania Cnty VA Wtr & Swr Rev 5.0000 2025-12-01	GS	$15,001 - $50,000	2025-05-13	sell	30
house-20030387-250	SPOT	Account Closing	100000	50001	Spotify Technology S.A. Ordinary Shares	ST	$50,001 - $100,000	2025-05-12	sell	30
house-20030387-25	AAPL	Account Closing	250000	100001	Apple Inc. - Common Stock	ST	$100,001 - $250,000	2025-05-12	sell	30
house-20030387-249	—	Account Closing	50000	15001	Southwest Allen Ind Multi Sch Bldg Corp 5.0000 2029-07-15	GS	$15,001 - $50,000	2025-05-13	sell	30
house-20030387-248	—	Account Closing	15000	1001	South Jordan Utah Sales Tax Rev 5.00 2028-8-15	GS	$1,001 - $15,000	2025-05-13	sell	30
house-20030387-247	SNOW	Account Closing	50000	15001	Snowflake Inc. Class A Common Stock	ST	$15,001 - $50,000	2025-05-12	sell	30
house-20030387-246	SHW	Account Closing	50000	15001	Sherwin-Williams Company	ST	$15,001 - $50,000	2025-05-12	sell	30
house-20030387-245	—	Account Closing	15000	1001	Sherman Tex 5.0000 2025-08-15	GS	$1,001 - $15,000	2025-05-13	sell	30
house-20030387-244	SNDR	Account Closing	50000	15001	Schneider National, Inc. Common Stock	ST	$15,001 - $50,000	2025-05-12	sell	30
house-20030387-243	SBAC	Account Closing	100000	50001	SBA Communications Corporation - Class A Common Stock	ST	$50,001 - $100,000	2025-05-12	sell	30
house-20030387-242	CRM	Portfolio Rebalance	50000	15001	Salesforce, Inc. Common Stock	ST	$15,001 - $50,000	2025-05-08	buy	33
house-20030387-241	CRM	Account Closing	50000	15001	Salesforce, Inc. Common Stock	ST	$15,001 - $50,000	2025-05-12	sell	30
house-20030387-240	SPGI	Account Closing	100000	50001	S&P Global Inc. Common Stock	ST	$50,001 - $100,000	2025-05-12	sell	30
house-20030387-24	AAPL	partial; Portfolio Rebalance	1000000	500001	Apple Inc. - Common Stock	ST	$500,001 - $1,000,000	2025-05-08	sell	33
house-20030387-239	RUSHB	Account Closing	100000	50001	Rush Enterprises, Inc. - Class B Common Stock	ST	$50,001 - $100,000	2025-05-12	sell	30
house-20030387-238	RTX	—	50000	15001	RTX Corporation Common Stock	ST	$15,001 - $50,000	2025-05-12	sell	30
house-20030387-237	RGLD	Account Closing	100000	50001	Royal Gold, Inc. - Common Stock	ST	$50,001 - $100,000	2025-05-12	sell	30
house-20030387-236	RCL	Account Closing	100000	50001	Royal Caribbean Cruises Ltd. Common Stock	ST	$50,001 - $100,000	2025-05-12	sell	30
house-20030387-235	ROST	Account Closing	50000	15001	Ross Stores, Inc. - Common Stock	ST	$15,001 - $50,000	2025-05-12	sell	30
house-20030387-234	RLI	Account Closing	50000	15001	RLI Corp. Common Stock	ST	$15,001 - $50,000	2025-05-12	sell	30
house-20030387-233	O	Account Closing	100000	50001	Realty Income Corporation Common Stock	ST	$50,001 - $100,000	2025-05-12	sell	30
house-20030387-232	RPD	Account Closing	50000	15001	Rapid7, Inc. - Common Stock	ST	$15,001 - $50,000	2025-05-12	sell	30
house-20030387-231	PWR	Account Closing	100000	50001	Quanta Services, Inc. Common Stock	ST	$50,001 - $100,000	2025-05-12	sell	30
house-20030387-230	PHM	Account Closing	50000	15001	PulteGroup, Inc. Common Stock	ST	$15,001 - $50,000	2025-05-12	sell	30
house-20030387-23	AON	Portfolio Rebalance	50000	15001	Aon plc Class A Ordinary Shares	ST	$15,001 - $50,000	2025-05-08	sell	33
house-20030387-229	PRU	Account Closing	50000	15001	Prudential Financial, Inc. Common Stock	ST	$15,001 - $50,000	2025-05-12	sell	30
house-20030387-228	PGR	Account Closing	100000	50001	Progressive Corporation	ST	$50,001 - $100,000	2025-05-12	sell	30
house-20030387-227	PG	Account Closing	100000	50001	Procter & Gamble Company	ST	$50,001 - $100,000	2025-05-12	sell	30
house-20030387-226	PRI	Account Closing	50000	15001	Primerica, Inc. Common Stock	ST	$15,001 - $50,000	2025-05-12	sell	30
house-20030387-225	—	Account Closing	15000	1001	Port Tacoma Wash Rev 4.0000 2025- 12-01	GS	$1,001 - $15,000	2025-05-13	sell	30
house-20030387-224	—	Account Closing	100000	50001	PNC Finl Svc 6.875 10/20/34 '33 FRN	CS	$50,001 - $100,000	2025-05-13	sell	30
house-20030387-223	—	—	50000	15001	Plano Tex Indpt Sch Dist 5.0000 2032-02-15	GS	$15,001 - $50,000	2025-05-13	sell	30
house-20030387-222	—	Account Closing	50000	15001	Pierce Cnty Wash Dist No 010 Tacoma 5.000 2025-12-01	GS	$15,001 - $50,000	2025-05-13	sell	30
house-20030387-221	PSX	Account Closing	50000	15001	Phillips 66 Common Stock	ST	$15,001 - $50,000	2025-05-12	sell	30
house-20030387-220	PM	Account Closing	250000	100001	Philip Morris International Inc Common Stock	ST	$100,001 - $250,000	2025-05-12	sell	30
house-20030387-22	ADI	Account Closing	50000	15001	Analog Devices, Inc. - Common Stock	ST	$15,001 - $50,000	2025-05-12	sell	30
house-20030387-219	PEP	Account Closing	50000	15001	Pepsico, Inc.	ST	$15,001 - $50,000	2025-05-12	sell	30
house-20030387-218	PYPL	Account Closing	50000	15001	PayPal Holdings, Inc. - Common Stock	ST	$15,001 - $50,000	2025-05-12	sell	30
house-20030387-217	PANW	Account Closing	50000	15001	Palo Alto Networks, Inc.	ST	$15,001 - $50,000	2025-05-12	sell	30
house-20030387-216	PANW	Portfolio Rebalance	50000	15001	Palo Alto Networks, Inc.	ST	$15,001 - $50,000	2025-05-08	buy	33
house-20030387-215	PLTR	Account Closing	100000	50001	Palantir Technologies Inc. - Class A Common Stock	ST	$50,001 - $100,000	2025-05-12	sell	30
house-20030387-214	—	Account Closing	15000	1001	Oviedo FLA Util Rev 5.0000 2032-10- 01	GS	$1,001 - $15,000	2025-05-13	sell	30
house-20030387-213	—	Account Closing	50000	15001	Oregon St 5.0000 2028-12-01	GS	$15,001 - $50,000	2025-05-13	sell	30
house-20030387-212	ORCL	Portfolio Rebalance	50000	15001	Oracle Corporation Common Stock	ST	$15,001 - $50,000	2025-05-08	buy	33
house-20030387-211	ORCL	Account Closing	50000	15001	Oracle Corporation Common Stock	ST	$15,001 - $50,000	2025-05-12	sell	30
house-20030387-210	—	Account Closing	50000	15001	Omaha Pub Pwr Dist Neb Elec Rev 5.0000 2027-02-01	GS	$15,001 - $50,000	2025-05-13	sell	30
house-20030387-21	AMGN	Account Closing	50000	15001	Amgen Inc. - Common Stock	ST	$15,001 - $50,000	2025-05-12	sell	30
house-20030387-209	ORI	Account Closing	50000	15001	Old Republic International Corporation Common Stock	ST	$15,001 - $50,000	2025-05-12	sell	30
house-20030387-208	—	—	15000	1001	Ohio St Wtr Dev Auth Wtr Pollution Ctl Rev 5.000 2032-06-01	GS	$1,001 - $15,000	2025-05-13	sell	30
house-20030387-207	—	Account Closing	15000	1001	Ohio St Wtr Dev Auth Wtr Pollution Ctl Rev 5.000 2032-06-01	GS	$1,001 - $15,000	2025-05-13	sell	30
house-20030387-206	—	Account Closing	15000	1001	Ohio St Spl Oblig 5.0000 2029-04-01	GS	$1,001 - $15,000	2025-05-13	sell	30
house-20030387-205	OGE	Account Closing	250000	100001	OGE Energy Corp Common Stock	ST	$100,001 - $250,000	2025-05-12	sell	30
house-20030387-204	OXY	Account Closing	50000	15001	Occidental Petroleum Corporation Common Stock	ST	$15,001 - $50,000	2025-05-12	sell	30
house-20030387-203	OXY	Portfolio Rebalance	50000	15001	Occidental Petroleum Corporation Common Stock	ST	$15,001 - $50,000	2025-05-08	buy	33
house-20030387-202	NVDA	Portfolio Rebalance	250000	100001	NVIDIA Corporation - Common Stock	ST	$100,001 - $250,000	2025-05-08	buy	33
house-20030387-201	NVDA	Account Closing	1000000	500001	NVIDIA Corporation - Common Stock	ST	$500,001 - $1,000,000	2025-05-12	sell	30
house-20030387-200	NI	Account Closing	100000	50001	NiSource Inc Common Stock	ST	$50,001 - $100,000	2025-05-12	sell	30
house-20030387-20	AWK	Account Closing	50000	15001	American Water Works Company, Inc. Common Stock	ST	$15,001 - $50,000	2025-05-12	sell	30
house-20030387-2	ABT	Account Closing	100000	50001	Abbott Laboratories Common Stock	ST	$50,001 - $100,000	2025-05-12	sell	30
house-20030387-199	NEE	Account Closing	100000	50001	NextEra Energy, Inc. Common Stock	ST	$50,001 - $100,000	2025-05-12	sell	30
house-20030387-198	NEM	Account Closing	50000	15001	Newmont Corporation	ST	$15,001 - $50,000	2025-05-12	sell	30
house-20030387-197	—	Account Closing	15000	1001	New York NY Transitional Fin Auth Bldg Aid Rev 5.0000 2030-07-15	GS	$1,001 - $15,000	2025-05-13	sell	30
house-20030387-196	—	Account Closing	15000	1001	New York NY City Transitional Fin Auth Bldg Aid Rev 5.000 2029-07-15	GS	$1,001 - $15,000	2025-05-13	sell	30
house-20030387-195	—	Account Closing	15000	1001	New York NY 5.0000 2033-08-01	GS	$1,001 - $15,000	2025-05-13	sell	30
house-20030387-194	—	Account Closing	50000	15001	New York NY 5.0000 2028-08-01	GS	$15,001 - $50,000	2025-05-13	sell	30
house-20030387-193	NFLX	—	250000	100001	Netflix, Inc. - Common Stock	ST	$100,001 - $250,000	2025-05-12	sell	30
house-20030387-192	NDAQ	Account Closing	50000	15001	Nasdaq, Inc. - Common Stock	ST	$15,001 - $50,000	2025-05-12	sell	30
house-20030387-191	—	Account Closing	50000	15001	Minnesota St 5.00000 2025-08-01	GS	$15,001 - $50,000	2025-05-13	sell	30
house-20030387-190	—	Account Closing	50000	15001	Minnesota ST 5.00 2025-08-01	GS	$15,001 - $50,000	2025-05-13	sell	30
house-20030387-19	AMT	Account Closing	50000	15001	American Tower Corporation	ST	$15,001 - $50,000	2025-05-12	sell	30
house-20030387-189	MSTR	Account Closing	50000	15001	MicroStrategy Incorporated - Class A Common Stock	ST	$15,001 - $50,000	2025-05-12	sell	30
house-20030387-188	MSFT	Portfolio Rebalance	1000000	500001	Microsoft Corporation - Common Stock	ST	$500,001 - $1,000,000	2025-05-08	buy	33
house-20030387-187	MSFT	Account Closing	1000000	500001	Microsoft Corporation - Common Stock	ST	$500,001 - $1,000,000	2025-05-12	sell	30
house-20030387-186	—	Account Closing	15000	1001	Metropolitan Govt Nashville & Davidson CntyTN 4.0000 2032-01- 01/ 592112UX2	GS	$1,001 - $15,000	2025-05-13	sell	30
house-20030387-185	META	Account Closing	250000	100001	Meta Platforms, Inc. - Class A Common Stock	ST	$100,001 - $250,000	2025-05-12	sell	30
house-20030387-184	—	Account Closing	50000	15001	Memphis-Shelby Cnty TN Indl Dev Brd Economic Dev Growth Engine TDZ Rev 5.0000 2025-11-01	GS	$15,001 - $50,000	2025-05-13	sell	30
house-20030387-183	—	Account Closing	15000	1001	Memphis TN 5.0000 2032-05-01	GS	$1,001 - $15,000	2025-05-13	sell	30
house-20030387-182	MDT	Portfolio Rebalance	50000	15001	Medtronic plc. Ordinary Shares	ST	$15,001 - $50,000	2025-05-08	sell	33
house-20030387-181	MCK	Account Closing	50000	15001	McKesson Corporation Common Stock	ST	$15,001 - $50,000	2025-05-12	sell	30
house-20030387-180	MCD	Account Closing	50000	15001	McDonald's Corporation Common Stock	ST	$15,001 - $50,000	2025-05-12	sell	30
house-20030387-18	AIG	Account Closing	50000	15001	American International Group, Inc. New Common Stock	ST	$15,001 - $50,000	2025-05-12	sell	30
house-20030387-179	MTCH	Account Closing	50000	15001	Match Group, Inc. - Common Stock	ST	$15,001 - $50,000	2025-05-12	sell	30
house-20030387-178	MA	—	100000	50001	Mastercard Incorporated Common Stock	ST	$50,001 - $100,000	2025-05-12	sell	30
house-20030387-177	—	Account Closing	15000	1001	Maryland St Dept Transn Cons Transn 5.000 2029-09-01	GS	$1,001 - $15,000	2025-05-13	sell	30
house-20030387-176	MRVL	partial; Portfolio Rebalance	50000	15001	Marvell Technology, Inc. - Common Stock	ST	$15,001 - $50,000	2025-05-08	sell	33
house-20030387-175	MRVL	Account Closing	100000	50001	Marvell Technology, Inc. - Common Stock	ST	$50,001 - $100,000	2025-05-12	sell	30
house-20030387-174	MPC	Account Closing	50000	15001	Marathon Petroleum Corporation Common Stock	ST	$15,001 - $50,000	2025-05-12	sell	30
house-20030387-173	LULU	Account Closing	50000	15001	lululemon athletica inc. - Common Stock	ST	$15,001 - $50,000	2025-05-12	sell	30
house-20030387-172	LOW	Account Closing	50000	15001	Lowe's Companies, Inc. Common Stock	ST	$15,001 - $50,000	2025-05-12	sell	30
house-20030387-171	—	Account Closing	50000	15001	Lovejoy Indpt Sch Dist Tex 4.0000 2032-2-15	GS	$15,001 - $50,000	2025-05-13	sell	30
house-20030387-170	LMT	Account Closing	50000	15001	Lockheed Martin Corporation Common Stock	ST	$15,001 - $50,000	2025-05-12	sell	30
house-20030387-17	AXP	Portfolio Rebalance	50000	15001	American Express Company Common Stock	ST	$15,001 - $50,000	2025-05-08	buy	33
house-20030387-169	LFUS	Account Closing	50000	15001	Littelfuse, Inc. - Common Stock	ST	$15,001 - $50,000	2025-05-12	sell	30
house-20030387-168	LIN	Account Closing	100000	50001	Linde plc - Ordinary Shares	ST	$50,001 - $100,000	2025-05-12	sell	30
house-20030387-167	LEN	Account Closing	50000	15001	Lennar Corporation Class A Common Stock	ST	$15,001 - $50,000	2025-05-12	sell	30
house-20030387-166	LEN	Portfolio Rebalance	50000	15001	Lennar Corporation Class A Common Stock	ST	$15,001 - $50,000	2025-05-08	buy	33
house-20030387-165	—	Account Closing	50000	15001	Las Vegas Nev 4.000 2027-06-01	GS	$15,001 - $50,000	2025-05-13	sell	30
house-20030387-164	—	Account Closing	50000	15001	Laredo TEX 5.000 2031-2-15/ 516824JB6	GS	$15,001 - $50,000	2025-05-13	sell	30
house-20030387-163	LRCX	—	50000	15001	Lam Research Corporation - Common Stock	ST	$15,001 - $50,000	2025-05-12	sell	30
house-20030387-162	—	Account Closing	15000	1001	Lakewood Ohio City Sch Dist 5.0000 2025-12-01	GS	$1,001 - $15,000	2025-05-13	sell	30
house-20030387-161	KR	Account Closing	50000	15001	Kroger Company	ST	$15,001 - $50,000	2025-05-12	sell	30
house-20030387-160	—	Account Closing	50000	15001	Kansas City MO 4.0000 2030-02-01	GS	$15,001 - $50,000	2025-05-13	sell	30
house-20030387-16	AXP	Account Closing	50000	15001	American Express Company Common Stock	ST	$15,001 - $50,000	2025-05-12	sell	30
house-20030387-159	JPM	Account Closing	250000	100001	JP Morgan Chase & Co. Common Stock	ST	$100,001 - $250,000	2025-05-12	sell	30
house-20030387-158	—	Account Closing	15000	1001	JP Morgan 4.912 7-25-33 '32/ 46647PDH6	CS	$1,001 - $15,000	2025-05-13	sell	30
house-20030387-157	JNJ	Account Closing	100000	50001	Johnson & Johnson Common Stock	ST	$50,001 - $100,000	2025-05-12	sell	30
house-20030387-156	ISRG	Portfolio Rebalance	50000	15001	Intuitive Surgical, Inc. - Common Stock	ST	$15,001 - $50,000	2025-05-08	buy	33
house-20030387-155	ISRG	Account Closing	50000	15001	Intuitive Surgical, Inc. - Common Stock	ST	$15,001 - $50,000	2025-05-12	sell	30
house-20030387-154	INTU	Account Closing	250000	100001	Intuit Inc. - Common Stock	ST	$100,001 - $250,000	2025-05-12	sell	30
house-20030387-153	IBM	Account Closing	50000	15001	International Business Machines Corporation Common Stock	ST	$15,001 - $50,000	2025-05-12	sell	30
house-20030387-152	IDXX	Account Closing	250000	100001	IDEXX Laboratories, Inc. - Common Stock	ST	$100,001 - $250,000	2025-05-12	sell	30
house-20030387-151	IDA	Account Closing	50000	15001	IDACORP, Inc. Common Stock	ST	$15,001 - $50,000	2025-05-12	sell	30
house-20030387-150	HUBB	Account Closing	50000	15001	Hubbell Inc Common Stock	ST	$15,001 - $50,000	2025-05-12	sell	30
house-20030387-15	AEO	Account Closing	50000	15001	American Eagle Outfitters, Inc. Common Stock	ST	$15,001 - $50,000	2025-05-12	sell	30
house-20030387-149	—	Account Closing	50000	15001	Houston Tex 5.000 2031-03-01/ 4423315C4	GS	$15,001 - $50,000	2025-05-13	sell	30
house-20030387-148	HD	—	50000	15001	Home Depot, Inc.	ST	$15,001 - $50,000	2025-05-12	sell	30
house-20030387-147	HD	partial; Portfolio Rebalance	100000	50001	Home Depot, Inc.	ST	$50,001 - $100,000	2025-05-08	sell	33
house-20030387-146	HOMB	Account Closing	50000	15001	Home BancShares, Inc. Common Stock	ST	$15,001 - $50,000	2025-05-12	sell	30
house-20030387-145	HNI	Portfolio Rebalance	50000	15001	HNI Corporation Common Stock	ST	$15,001 - $50,000	2025-05-08	sell	33
house-20030387-144	HIW	Account Closing	50000	15001	Highwoods Properties, Inc. Common Stock	ST	$15,001 - $50,000	2025-05-12	sell	30
house-20030387-143	THG	Account Closing	50000	15001	Hanover Insurance Group Inc	ST	$15,001 - $50,000	2025-05-12	sell	30
house-20030387-142	HAL	Portfolio Rebalance	50000	15001	Halliburton Company Common Stock	ST	$15,001 - $50,000	2025-05-08	buy	33
house-20030387-141	HAL	Account Closing	50000	15001	Halliburton Company Common Stock	ST	$15,001 - $50,000	2025-05-12	sell	30
house-20030387-140	—	Account Closing	50000	15001	Gregory Portland Tex Indpt Sch Dist 5.000 2028-02-15	GS	$15,001 - $50,000	2025-05-13	sell	30
house-20030387-14	AEO	Portfolio Rebalance	50000	15001	American Eagle Outfitters, Inc. Common Stock	ST	$15,001 - $50,000	2025-05-08	buy	33
house-20030387-139	—	Account Closing	15000	1001	Greater Orlando Aviation Auth Orlando FLA Arpt Fac Rev 2032-10- 01	GS	$1,001 - $15,000	2025-05-13	sell	30
house-20030387-138	—	Account Closing	50000	15001	Grand Praire Tex 5.0000 2032-02-15	GS	$15,001 - $50,000	2025-05-13	sell	30
house-20030387-137	GS	Account Closing	50000	15001	Goldman Sachs Group, Inc.	ST	$15,001 - $50,000	2025-05-12	sell	30
house-20030387-136	GS	Portfolio Rebalance	50000	15001	Goldman Sachs Group, Inc.	ST	$15,001 - $50,000	2025-05-08	buy	33
house-20030387-135	GILD	Account Closing	50000	15001	Gilead Sciences, Inc. - Common Stock	ST	$15,001 - $50,000	2025-05-12	sell	30
house-20030387-134	—	Account Closing	100000	50001	General Motors Financial Company Inc 2.35 2031-01-08	CS	$50,001 - $100,000	2025-05-13	sell	30
house-20030387-133	GM	—	50000	15001	General Motors Company Common Stock	ST	$15,001 - $50,000	2025-05-12	sell	30
house-20030387-132	GEV	Account Closing	100000	50001	GE Vernova Inc. Common Stock	ST	$50,001 - $100,000	2025-05-12	sell	30
house-20030387-131	GE	Portfolio Rebalance	100000	50001	GE Aerospace Common Stock	ST	$50,001 - $100,000	2025-05-08	buy	33
house-20030387-130	GE	Account Closing	100000	50001	GE Aerospace Common Stock	ST	$50,001 - $100,000	2025-05-12	sell	30
house-20030387-13	AMZN	—	500000	250001	Amazon.com, Inc. - Common Stock	ST	$250,001 - $500,000	2025-05-12	sell	30
house-20030387-129	FTNT	Account Closing	50000	15001	Fortinet, Inc. - Common Stock	ST	$15,001 - $50,000	2025-05-12	sell	30
house-20030387-128	—	Account Closing	50000	15001	Fort Bend Tex Indpt Sch Dist 5.00 2027-8-15/ 346843KW4	GS	$15,001 - $50,000	2025-05-13	sell	30
house-20030387-127	—	Account Closing	15000	1001	Florida St Dept Transn Fing Corp Rev 5.000 2032-07-01	GS	$1,001 - $15,000	2025-05-13	sell	30
house-20030387-126	—	—	15000	1001	Florida St Dept Environmental Protn	Stock	$1,001 - $15,000	2025-05-13	sell	30
house-20030387-125	FI	Account Closing	50000	15001	Fiserv, Inc. Common Stock	ST	$15,001 - $50,000	2025-05-12	sell	30
house-20030387-124	BUSE	Account Closing	50000	15001	First Busey Corporation - Common Stock	ST	$15,001 - $50,000	2025-05-12	sell	30
house-20030387-123	FIS	Account Closing	100000	50001	Fidelity National Information Services, Inc. Common Stock	ST	$50,001 - $100,000	2025-05-12	sell	30
house-20030387-122	XOM	Account Closing	100000	50001	Exxon Mobil Corporation Common Stock	ST	$50,001 - $100,000	2025-05-12	sell	30
house-20030387-121	EXPO	Account Closing	50000	15001	Exponent, Inc. - Common Stock	ST	$15,001 - $50,000	2025-05-12	sell	30
house-20030387-120	EPAM	Account Closing	50000	15001	EPAM Systems, Inc. Common Stock	ST	$15,001 - $50,000	2025-05-12	sell	30
house-20030387-12	GOOG	Account Closing	250000	100001	Alphabet Inc. - Class C Capital Stock	ST	$100,001 - $250,000	2025-05-12	sell	30
house-20030387-119	LLY	Account Closing	250000	100001	Eli Lilly and Company Common Stock	ST	$100,001 - $250,000	2025-05-12	sell	30
house-20030387-118	ELV	—	50000	15001	Elevance Health, Inc. Common Stock	ST	$15,001 - $50,000	2025-05-12	sell	30
house-20030387-117	EW	Account Closing	100000	50001	Edwards Lifesciences Corporation Common Stock	ST	$50,001 - $100,000	2025-05-12	sell	30
house-20030387-116	ECL	Portfolio Rebalance	250000	100001	Ecolab Inc. Common Stock	ST	$100,001 - $250,000	2025-05-08	sell	33
house-20030387-115	—	Account Closing	50000	15001	Douglas Cnty Neb Sch Dist No001 5.000 2028-12-15	GS	$15,001 - $50,000	2025-05-13	sell	30
house-20030387-114	DASH	Account Closing	50000	15001	DoorDash, Inc. - Common Stock	ST	$15,001 - $50,000	2025-05-12	sell	30
house-20030387-113	DG	Account Closing	50000	15001	Dollar General Corporation Common Stock	ST	$15,001 - $50,000	2025-05-12	sell	30
house-20030387-112	—	Account Closing	15000	1001	District Columbia Income Tax Rev 5.000 2032-03-01	GS	$1,001 - $15,000	2025-05-13	sell	30
house-20030387-111	—	—	15001	15001	Discover Financial Services Common	Stock	$15,001 -	2025-05-12	sell	30
house-20030387-110	DXCM	Account Closing	50000	15001	DexCom, Inc. - Common Stock	ST	$15,001 - $50,000	2025-05-12	sell	30
house-20030387-11	GOOGL	Account Closing	250000	100001	Alphabet Inc. - Class A Common Stock	ST	$100,001 - $250,000	2025-05-12	sell	30
house-20030387-109	DXCM	Portfolio Rebalance	50000	15001	DexCom, Inc. - Common Stock	ST	$15,001 - $50,000	2025-05-08	buy	33
house-20030387-108	DVN	Portfolio Rebalance	50000	15001	Devon Energy Corporation Common Stock	ST	$15,001 - $50,000	2025-05-08	buy	33
house-20030387-107	DVN	Account Closing	50000	15001	Devon Energy Corporation Common Stock	ST	$15,001 - $50,000	2025-05-12	sell	30
house-20030387-106	—	Account Closing	15000	1001	Denton Tex Indpt Sch Dist 5.0000 2029-08-15	GS	$1,001 - $15,000	2025-05-13	sell	30
house-20030387-105	—	Account Closing	15000	1001	Denton Tex 5.0000 2029-02-15	GS	$1,001 - $15,000	2025-05-13	sell	30
house-20030387-104	—	Account Closing	15000	1001	Denton Cnty Tex 4.0000 2029-07-15	GS	$1,001 - $15,000	2025-05-13	sell	30
house-20030387-103	DAL	—	50000	15001	Delta Air Lines, Inc. Common Stock	ST	$15,001 - $50,000	2025-05-12	sell	30
house-20030387-102	DAL	Portfolio Rebalance	50000	15001	Delta Air Lines, Inc. Common Stock	ST	$15,001 - $50,000	2015-05-08	buy	2642
house-20030387-101	DE	Account Closing	100000	50001	Deere & Company Common Stock	ST	$50,001 - $100,000	2025-05-12	sell	30
house-20030387-100	DHR	Portfolio Rebalance	50000	15001	Danaher Corporation Common Stock	ST	$15,001 - $50,000	2015-05-08	buy	2642
house-20030387-10	ALNY	Account Closing	50000	15001	Alnylam Pharmaceuticals, Inc. - Common Stock	ST	$15,001 - $50,000	2025-05-12	sell	30
house-20030387-1	MMM	Account Closing	50000	15001	3M Company Common Stock	ST	$15,001 - $50,000	2025-05-12	sell	30

Original filing document