Scott A Kupor, Aaron Director, Office of Personnel Management, disclosed 2 transactions
| 2026-09-21 · sale | Okta, Inc. — $1,000,001 -$5,000,000 |
| 2026-09-21 · sale | Airbnb Inc. Class A Common Stock — $250,001 -$500,000 |

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.
This page lists the executive-branch trades filings KeyVex holds, published from 2020-02-11. It is not certified complete against the source agency's own index.
Amendment status is not available for House filings. A filing listed here may since have been amended.
Party is the party the member held on the date of the filing. A filing with no member recorded (a candidate who never served, or a filer who could not be matched to exactly one member of Congress) shows none.
| 2026-09-21 · sale | Okta, Inc. — $1,000,001 -$5,000,000 |
| 2026-09-21 · sale | Airbnb Inc. Class A Common Stock — $250,001 -$500,000 |
| 2026-09-10 · purchase | Schwab US TIPS ETF — $15,001 - $50,000 |
| 2026-09-10 · purchase | iShares National Muni Bond ETF — $1,001 - $15,000 |
| 2026-09-10 · sale | Vanguard Tax-Exempt Bond Index Fund ETFShares — $1,001 - $15,000 |
| 2026-09-10 · sale | Vanguard Short-Term Inflation-Protected SecuritiesIndex Fund ETF Class Shares — $15,001 - $50,000 |
| 2026-09-10 · purchase | Schwab US TIPS ETF — $15,001 - $50,000 |
| 2026-09-10 · purchase | iShares National Muni Bond ETF — $1,001 - $15,000 |
| 2026-09-10 · sale | Vanguard Tax-Exempt Bond Index Fund ETFShares — $1,001 - $15,000 |
| 2026-09-10 · sale | Vanguard Short-Term Inflation-Protected SecuritiesIndex Fund ETF Class Shares — $15,001 - $50,000 |
| 2026-08-21 · sale | Pinterest, Inc. — $100,001 -$250,000 |
| 2026-08-21 · sale | Okta, Inc. — $100,001 -$250,000 |
| 2026-08-21 · sale | Samsara Inc. Class A Common Stock — $1,000,001 -$5,000,000 |
| 2026-08-21 · sale | Figma Common Stock — $15,001 - $50,000 |
| 2026-08-21 · sale | Airbnb Inc. Class A Common Stock — $1,000,001 -$5,000,000 |
| 2026-08-07 · sale | Figma Class A Shares — $500,001 -$1,000,000 |
| 2026-08-07 · sale | Airbnb Inc. Class A Common Stock — $1,000,001 -$5,000,000 |
| 2026-08-03 · sale | Goat Growth Fund II LP — $100,001 -$250,000 |
| 2026-08-03 · sale | Arcana Analytics, Inc. — $1,000,001 -$5,000,000 |
| 2026-07-14 · sale | THSDFS LLC - Series 58 — $15,001 - $50,000 |
| 2026-07-14 · sale | THSDFS LLC - Series 52 — $50,001 -$100,000 |
| 2026-07-14 · sale | THSDFS LLC - Series 06 — $250,001 -$500,000 |
| 2026-07-15 · purchase | Vanguard Russell 1000 Growth Index Fund ETFShares — $15,001 - $50,000 |
| 2026-07-15 · purchase | SPDRNuveen Bloomberg Barclays Short TermMunicipal Bond ETF — $1,001 - $15,000 |
| 2026-07-15 · purchase | VanEck Vectors High-Yield Municipal Index ETF — $1,001 - $15,000 |
| 2026-07-15 · sale | Delaware Small Cap Core Fund Institutional ClassShares — $1,001 - $15,000 |
| 2026-07-15 · sale | Edgewood Growth Fund Institutional Class Shares — $1,001 - $15,000 |
| 2026-07-15 · sale | iShares Core MSCI International DevelopedMarkets ETF — $1,001 - $15,000 |
| 2026-07-15 · purchase | PIMCO Income Fund Class I-2 Shares — $1,001 - $15,000 |
| 2026-07-15 · purchase | Neuberger Berman Strategic Income FundInstitutional Class Shares — $1,001 - $15,000 |
| 2026-07-15 · purchase | Nuveen Strategic Income Fund Class I Shares — $1,001 - $15,000 |
| 2026-07-15 · purchase | Vanguard Growth Index Fund ETF Class Shares — $1,001 - $15,000 |
| 2026-07-15 · sale | Schwab Short-Term US Treasury ETF — $1,001 - $15,000 |
| 2026-07-15 · sale | Vanguard Small-Cap Growth Index Fund ETF ClassShares — $1,001 - $15,000 |
| 2026-07-15 · sale | Vanguard Small-Cap Value Index Fund ETF ClassShares — $1,001 - $15,000 |
| 2026-07-15 · sale | Vanguard Value Index Fund ETF Shares — $1,001 - $15,000 |
| 2026-07-15 · sale | Vanguard Total International Bond Index Fund ETFShares — $1,001 - $15,000 |
| 2026-07-15 · purchase | PIMCO Income Fund Class I-2 Shares — $15,001 - $50,000 |
| 2026-07-15 · purchase | Cohen & Steers Preferred Securities and IncomeFund, Inc Class I Shares — $1,001 - $15,000 |
| 2026-07-15 · purchase | Neuberger Berman Strategic Income FundInstitutional Class Shares — $15,001 - $50,000 |
| 2026-07-15 · purchase | Lord Abbett Floating Rate Fund Class I Shares — $1,001 - $15,000 |
| 2026-07-15 · purchase | Nuveen Strategic Income Fund Class I Shares — $15,001 - $50,000 |
| 2026-07-15 · purchase | Invesco Emerging Markets Sovereign Debt ETF — $1,001 - $15,000 |
| 2026-07-15 · purchase | iShares Core MSCIEmerging Markets ETF — $1,001 - $15,000 |
| 2026-07-15 · purchase | Vanguard Growth Index Fund ETF Class Shares — $15,001 - $50,000 |
| 2026-07-15 · sale | Schwab Short-Term US Treasury ETF — $15,001 - $50,000 |
| 2026-07-15 · sale | Vanguard Small-Cap Growth Index Fund ETF ClassShares — $15,001 - $50,000 |
| 2026-07-15 · sale | iShares Russell 1000 Growth ETF — $1,001 - $15,000 |
| 2026-07-15 · sale | Vanguard Small-Cap Value Index Fund ETF ClassShares — $15,001 - $50,000 |
| 2026-07-15 · sale | Vanguard Value Index Fund ETF Shares — $15,001 - $50,000 |
| 2026-07-15 · sale | iShares Core MSCI EAFE ETF — $1,001 - $15,000 |
| 2026-07-15 · purchase | Vanguard Growth Index Fund ETF Class Shares — $1,001 - $15,000 |
| 2026-07-15 · sale | Vanguard Small-Cap Value Index Fund ETF ClassShares — $1,001 - $15,000 |
| 2026-07-15 · sale | Schwab Short-Term US Treasury ETF — $1,001 - $15,000 |
| 2026-07-15 · sale | Vanguard Value Index Fund ETF Shares — $1,001 - $15,000 |
| 2026-07-15 · purchase | MFS Value Fund Class I Shares — $1,001 - $15,000 |
| 2026-07-15 · purchase | MFS Municipal Income Fund Class I Shares — $1,001 - $15,000 |
| 2026-07-15 · purchase | Fidelity Advisor Municipal Income Fund Class IShares — $1,001 - $15,000 |
| 2026-07-15 · sale | iShares Russell 1000 Value ETF — $1,001 - $15,000 |
| 2026-07-30 · sale | Revolution Medicines Inc. Common Stock — $1,001 - $15,000 |
| 2026-07-30 · sale | Erasca Inc. Common Stock — $1,001 - $15,000 |
| 2026-07-17 · sale | Robinhood Markets Inc. Class A Common Stock — $100,001 -$250,000 |
| 2026-07-17 · sale | Okta, Inc. — $1,000,001 -$5,000,000 |
| 2026-07-17 · sale | Okta, Inc. — $1,000,001 -$5,000,000 |
| 2026-07-14 · sale | Samsara Inc. Class A Common Stock — $1,000,001 -$5,000,000 |
| 2026-07-14 · sale | Omada Common Stock — $500,001 -$1,000,000 |
| 2026-07-01 · purchase | Vanguard Tax-Exempt Bond Index Fund ETFShares — $1,001 - $15,000 |
| 2026-06-16 · purchase | SPDR S&P 500 ETF Trust — $50,001 -$100,000 |
| 2026-06-16 · purchase | SPDR S&P 500 ETF Trust — $500,001 -$1,000,000 |
| 2026-04-15 · sale | Monolithic Power System — $50,001 -$100,000 |
| 2026-04-15 · sale | Mckesson Corp — $15,001 - $50,000 |
| 2026-04-15 · sale | Stride Inc — $50,001 -$100,000 |
| 2026-04-15 · sale | Firstcash Holdings Inc — $50,001 -$100,000 |
| 2026-04-15 · sale | Carpenter Technology Corp — $50,001 -$100,000 |
| 2026-04-15 · sale | Citigroup, Inc. — $50,001 -$100,000 |
| 2026-04-16 · sale | VSE Corp — $15,001 - $50,000 |
| 2026-04-15 · sale | API Group Corp — $50,001 -$100,000 |
| 2026-04-16 · sale | Monolithic Power System — $15,001 - $50,000 |
| 2026-04-16 · sale | Mckesson Corp — $15,001 - $50,000 |
| 2026-04-16 · sale | Stride Inc — $15,001 - $50,000 |
| 2026-04-16 · sale | Firstcash Holdings Inc — $15,001 - $50,000 |
| 2026-04-16 · sale | Carpenter Technology Corp — $15,001 - $50,000 |
| 2026-04-16 · sale | Citigroup Inc — $15,001 - $50,000 |
| 2026-04-16 · sale | API Group Corp — $15,001 - $50,000 |
| 2026-04-16 · sale | Amkor Technology Inc — $15,001 - $50,000 |
| 2026-04-16 · sale | Adobe Inc — $15,001 - $50,000 |
| 2026-04-16 · sale | VSE Corp — $15,001 - $50,000 |
| 2026-04-15 · sale | Amkor Technology Inc — $50,001 -$100,000 |
| 2026-04-16 · sale | Monolithic Power System — $15,001 - $50,000 |
| 2026-04-16 · sale | Mckesson Corp — $15,001 - $50,000 |
| 2026-04-16 · sale | Stride Inc — $15,001 - $50,000 |
| 2026-04-16 · sale | Firstcash Holdings Inc — $15,001 - $50,000 |
| 2026-04-16 · sale | Carpenter Technology Corp — $15,001 - $50,000 |
| 2026-04-16 · sale | Citigroup Inc © — $15,001 - $50,000 |
| 2026-04-16 · sale | API Group Corp — $15,001 - $50,000 |
| 2026-04-16 · sale | Amkor Technology Inc — $15,001 - $50,000 |
| 2026-04-16 · sale | Adobe Inc — $1,001 - $15,000 |
| 2026-04-15 · sale | VSE Corp — $50,001 -$100,000 |
| 2026-04-15 · sale | Adobe Inc — $15,001 - $50,000 |
| 2026-05-27 · sale | THSDFS LLC - Series 30 — $250,001 -$500,000 |
| 2026-05-27 · sale | THSDFS LLC - Series 28 — $1,000,001 -$5,000,000 |
| 2026-05-27 · sale | THSDFS LLC - Series 27 — $500,001 -$1,000,000 |
| 2026-06-23 · sale | THSDFS LLC - Series 64 — $100,001 -$250,000 |
| 2026-05-27 · sale | THSDFS LLC - Series 26 — $100,001 -$250,000 |
| 2026-06-23 · sale | THSDFS LLC - Series 63 — $50,001 -$100,000 |
| 2026-06-23 · sale | THSDFS LLC - Series 59 — $500,001 -$1,000,000 |
| 2026-06-23 · sale | THSDFS LLC - Series 55 — $15,001 - $50,000 |
| 2026-06-23 · sale | THSDFS LLC - Series 51 — $500,001 -$1,000,000 |
| 2026-06-23 · sale | THSDFS LLC - Series 49 — $100,001 -$250,000 |
| 2026-06-23 · sale | THSDFS LLC - Series 46 — $100,001 -$250,000 |
| 2026-06-23 · sale | THSDFS LLC - Series 45 — $50,001 -$100,000 |
| 2026-06-23 · sale | THSDFS LLC - Series 44 — $250,001 -$500,000 |
| 2026-06-23 · sale | THSDFS LLC - Series 43 — $250,001 -$500,000 |
| 2026-06-23 · sale | THSDFS LLC - Series 41 — $100,001 -$250,000 |
| 2026-05-27 · sale | THSDFS LLC - Series 24 — $500,001 -$1,000,000 |
| 2026-06-23 · sale | THSDFS LLC - Series 40 — $15,001 - $50,000 |
| 2026-06-23 · sale | THSDFS LLC - Series 33 — $50,001 -$100,000 |
| 2026-06-23 · sale | THSDFS LLC - Series 29 — $100,001 -$250,000 |
| 2026-06-23 · sale | THSDFS LLC - Series 21 — $100,001 -$250,000 |
| 2026-06-23 · sale | THSDFS LLC - Series 02 — $500,001 -$1,000,000 |
| 2026-06-04 · sale | Hebbia Inc. — $100,001 -$250,000 |
| 2026-06-04 · purchase | Aven — $100,001 -$250,000 |
| 2026-06-04 · sale | Aven — $1,000,001 -$5,000,000 |
| 2026-06-03 · sale | THSDFS LLC - Series 72 — $100,001 -$250,000 |
| 2026-06-03 · sale | THSDFS LLC - Series 61 — $100,001 -$250,000 |
| 2026-05-27 · sale | THSDFS LLC - Series 23 — $500,001 -$1,000,000 |
| 2026-06-03 · sale | THSDFS LLC - Series 50 — $250,001 -$500,000 |
| 2026-06-03 · sale | THSDFS LLC - Series 38 — $250,001 -$500,000 |
| 2026-06-03 · sale | THSDFS LLC - Series 22 — $1,001 - $15,000 |
| 2026-06-03 · sale | THSDFS LLC - Series 18 — $1,000,001 -$5,000,000 |
| 2026-06-03 · sale | THSDFS LLC - Series 09 — $1,001 - $15,000 |
| 2026-06-03 · sale | THSDFS LLC - Series 08 — $15,001 - $50,000 |
| 2026-06-03 · sale | THSDFS LLC - Series 07 — $250,001 -$500,000 |
| 2026-06-03 · sale | THSDFS LLC - Series 04 — $100,001 -$250,000 |
| 2026-06-03 · sale | THSDFS LLC - Series 03 — $1,001 - $15,000 |
| 2026-06-03 · sale | DCM Investments 09 — $100,001 -$250,000 |
| 2026-05-27 · sale | THSDFS LLC - Series 19 — $500,001 -$1,000,000 |
| 2026-05-31 · sale | Lansing Management Onshore LP — $1,000,001 -$5,000,000 |
| 2026-05-29 · sale | Bessemer Ventures Associates XII LP — $100,001 -$250,000 |
| 2026-05-29 · sale | Bessemer Ventures Associates VIII LP — $100,001 -$250,000 |
| 2026-05-29 · sale | Bessemer Venture Associates XI, L.P. — $1,000,001 -$5,000,000 |
| 2026-05-27 · sale | THSDFS LLC - Series 67 — $15,001 - $50,000 |
| 2026-05-27 · sale | THSDFS LLC - Series 66 — $15,001 - $50,000 |
| 2026-05-27 · sale | THSDFS LLC - Series 60 — $250,001 -$500,000 |
| 2026-05-27 · sale | THSDFS LLC - Series 57 — $100,001 -$250,000 |
| 2026-05-27 · sale | THSDFS LLC - Series 56 — $250,001 -$500,000 |
| 2026-05-27 · sale | THSDFS LLC - Series 54 — $500,001 -$1,000,000 |
| 2026-05-27 · sale | THSDFS LLC - Series 16 — $50,001 -$100,000 |
| 2026-05-27 · sale | THSDFS LLC - Series 53 — $1,000,001 -$5,000,000 |
| 2026-05-27 · sale | THSDFS LLC - Series 48 — $100,001 -$250,000 |
| 2026-05-27 · sale | THSDFS LLC - Series 47 — $1,000,001 -$5,000,000 |
| 2026-05-27 · sale | THSDFS LLC - Series 42 — $1,000,001 -$5,000,000 |
| 2026-05-27 · sale | THSDFS LLC - Series 39 — $1,000,001 -$5,000,000 |
| 2026-05-27 · sale | THSDFS LLC - Series 37 — $250,001 -$500,000 |
| 2026-05-27 · sale | THSDFS LLC - Series 35 — $1,000,001 -$5,000,000 |
| 2026-05-27 · sale | THSDFS LLC - Series 34 — $250,001 -$500,000 |
| 2026-05-27 · sale | THSDFS LLC - Series 32 — $100,001 -$250,000 |
| 2026-05-27 · sale | THSDFS LLC - Series 31 — $250,001 -$500,000 |
| 2026-05-27 · sale | THSDFS LLC - Series 13 — $50,001 -$100,000 |
| 2026-05-18 · sale | Boston Scientific Corp Com — $50,001 -$100,000 |
| 2026-06-10 · sale | Blackrock — $50,001 -$100,000 |
| 2026-05-19 · sale | AUSTIN TEX CTFS OBLIG — $1,001 - $15,000 |
| 2026-05-26 · sale | UNIVERSITY HOUSTON TEX UNIV REVS CONSAND REF BDS — $1,001 - $15,000 |
| 2026-05-19 · sale | WEST PALM BEACH FLA CMNTY REDEV AGYTAX REV REF BDS — $15,001 - $50,000 |
| 2026-06-10 · sale | Visa Inc Com CL A — $50,001 -$100,000 |
| 2026-06-10 · sale | Vanguard World FDS Vanguard Utils ETF — $50,001 -$100,000 |
| 2026-06-10 · sale | Valero Energy Corp New Com — $100,001 -$250,000 |
| 2026-05-18 · sale | United Health Group Inc — $100,001 -$250,000 |
| 2026-06-10 · sale | Union Pacific Corp — $50,001 -$100,000 |
| 2026-06-10 · sale | TJX Cos Inc New Com — $50,001 -$100,000 |
| 2026-06-10 · sale | Thermo Fisher Scientific Inc Com — $15,001 - $50,000 |
| 2026-06-10 · sale | Applied Materials Inc. — $100,001 -$250,000 |
| 2026-06-10 · sale | Sherwin Williams — $50,001 -$100,000 |
| 2026-05-18 · sale | Service Now Inc — $15,001 - $50,000 |
| 2026-05-19 · sale | SEATTLE WASH DRAIN & WASTEWATER REVREF REV BDS — $15,001 - $50,000 |
| 2026-05-18 · sale | Salesforce Inc — $50,001 -$100,000 |
| 2026-05-19 · sale | SALEM N H GO BDS — $1,001 - $15,000 |
| 2026-06-10 · sale | S&P Global Inc Com — $15,001 - $50,000 |
| 2026-06-10 · sale | RTX Corp Com — $100,001 -$250,000 |
| 2026-05-18 · sale | Proctor & Gamble Co — $15,001 - $50,000 |
| 2026-06-10 · sale | Phillip Morris Intl Inc Com — $15,001 - $50,000 |
| 2026-05-18 · sale | Pentair PLC SHS — $15,001 - $50,000 |
| 2026-06-10 · sale | Apple Inc. — $250,001 -$500,000 |
| 2026-06-10 · sale | Parker-Hannifin Corp Com — $50,001 -$100,000 |
| 2026-06-10 · sale | Palo Alto Networks Inc Com — $100,001 -$250,000 |
| 2026-06-10 · sale | ONEOK INC — $15,001 - $50,000 |
| 2026-06-10 · sale | Nvidia Corp Com — $500,001 -$1,000,000 |
| 2026-05-19 · sale | NEVADA ST LTD TAX GO CAP IMPT BDS — $1,001 - $15,000 |
| 2026-05-18 · sale | Microsoft Corp Com — $500,001 -$1,000,000 |
| 2026-05-19 · sale | METROPOLITAN TRANSN AUTH N Y DED TAXFD — $15,001 - $50,000 |
| 2026-06-10 · sale | Meta Platforms Inc CL A — $250,001 -$500,000 |
| 2026-05-18 · sale | Mastercard Inc — $100,001 -$250,000 |
| 2026-05-19 · sale | MASSACHUSETTS ST DEV FIN AGY REV BDS — $15,001 - $50,000 |
| 2026-06-10 · sale | American Express Co Com — $100,001 -$250,000 |
| 2026-05-19 · sale | MACOMB INTER SCH DIST MICH UNLTD TAXGO BLDG SITE BDS — $1,001 - $15,000 |
| 2026-05-18 · sale | LPL Financial Holdings Inc — $50,001 -$100,000 |
| 2026-06-10 · sale | Lily Eli & Co Com — $100,001 -$250,000 |
| 2026-06-10 · sale | LAM Resh Corp Com New — $250,001 -$500,000 |
| 2026-06-10 · sale | L3Harris Technologies Inc Com — $100,001 -$250,000 |
| 2026-06-10 · sale | KLA corp Com — $250,001 -$500,000 |
| 2026-05-19 · sale | KENTUCKY ST PPTY & BLDGS COMMN REVSBDS — $15,001 - $50,000 |
| 2026-06-10 · sale | JP Morgan Chase & Co Com — $100,001 -$250,000 |
| 2026-05-18 · sale | Iqvia Holdings Inc — $50,001 -$100,000 |
| 2026-05-19 · sale | IPS MULTI-SCH BLDG CORP IND UNLTDADVALRM PPTY TAX BDS — $15,001 - $50,000 |
| 2026-06-10 · sale | Amazon.com — $250,001 -$500,000 |
| 2026-05-18 · sale | Intuitive Surgical Inc — $50,001 -$100,000 |
| 2026-06-10 · sale | Intercontinental Exchange Group — $50,001 -$100,000 |
| 2026-05-18 · sale | Home Depot Inc — $50,001 -$100,000 |
| 2026-06-10 · sale | Hilton Worldwide Hldgs Inc Com New — $100,001 -$250,000 |
| 2026-06-10 · sale | Goldman Sachs Group Inc Com — $100,001 -$250,000 |
| 2026-05-19 · sale | FORT SMITH ARK WTR & SWR REV REFCONSTR BDS — $15,001 - $50,000 |
| 2026-05-19 · sale | FORT LAUDERDALE FLA WTR & SWR REV BDS — $1,001 - $15,000 |
| 2026-05-19 · sale | FLORIDA ST DEPT GEN SVCS DIV MGMT REVPOOL BDS — $15,001 - $50,000 |
| 2026-06-10 · sale | Emerson Elec Co Com — $50,001 -$100,000 |
| 2026-05-18 · sale | Elevance Health Inc — $50,001 -$100,000 |
| 2026-06-10 · sale | Alphabet Inc CL A — $250,001 -$500,000 |
| 2026-06-10 · sale | Deere and Co. — $50,001 -$100,000 |
| 2026-06-10 · sale | Costco — $100,001 -$250,000 |
| 2026-05-19 · sale | CORSICANA TEX COMBINATION TAX AND REVCTFS — $15,001 - $50,000 |
| … | 8 more transactions: every one is in the complete record on this filing's page |
| 2026-06-18 · sale | Okta, Inc. — $1,000,001 -$5,000,000 |
| 2026-06-18 · sale | Okta, Inc. — $1,000,001 -$5,000,000 |
| 2026-05-13 · purchase | QUALCOMM, Inc. — $15,001 - $50,000 |
| 2026-05-13 · purchase | Akamai Technologies, Inc. — $15,001 - $50,000 |
| 2026-05-13 · purchase | Fluence Energy Inc. Class A Common Stock — $15,001 - $50,000 |
| 2026-05-13 · purchase | Corning, Inc. — $50,001 -$100,000 |
| 2026-05-14 · purchase | Forgent Power Solution — $15,001 - $50,000 |
| 2026-05-14 · purchase | iShares iBoxx $ Investment Grade Corporate BondETF — $1,001 - $15,000 |
| 2025-02-03 · sale | Rumble Inc — $1,001 - $15,000 |
| 2026-05-12 · purchase | Shift4 Payments Inc. Class A Common Stock — $5,000,001 -$25,000,000 |
| 2026-05-11 · purchase | Shift4 Payments Inc. Class A Common Stock — $5,000,001 -$25,000,000 |
| 2026-04-01 · purchase | Cresta Royalty Partners II LP — $50,001 -$100,000 |
| 2026-04-01 · purchase | Cresta Operating Partners (Non-Op Fund) LP — $250,001 -$500,000 |
| 2026-04-08 · purchase | RCP GP Fund II, LP — $100,001 -$250,000 |
| 2026-04-10 · purchase | HealthQuest Tactical Opportunities Fund L.P. — $15,001 - $50,000 |
| 2026-04-13 · sale | Valence8 Cayman LP — $100,001 -$250,000 |
| 2026-04-20 · purchase | Valence8 PE 2024 Fund — $100,001 -$250,000 |
| 2026-04-20 · purchase | Valence8 PE 2025 Fund — $250,001 -$500,000 |
| 2026-04-10 · sale | MSD Special Investments Fund L.P. — $15,001 - $50,000 |
| 2026-04-15 · sale | Carriage House Investments LLP — $500,001 -$1,000,000 |
| 2026-04-10 · sale | Kingfish Investments X, LLC — $50,001 -$100,000 |
| 2026-04-08 · sale | Arthur Ventures IV, LP - Decimal Technologies, Inc. — $1,001 - $15,000 |
| 2026-04-08 · sale | Arthur Ventures IV, LP - Decimal Technologies, Inc. — $1,001 - $15,000 |
| 2026-04-08 · purchase | Arthur Ventures Growth IV, LP - Nucleus Security,Inc. — $1,001 - $15,000 |
| 2026-04-08 · purchase | Arthur Ventures Growth IV, LP - Nucleus Security,Inc. — $100,001 -$250,000 |
| 2026-04-08 · purchase | Arthur Ventures V, LP - zizzl Health — $1,001 - $15,000 |
| 2026-04-08 · purchase | Arthur Ventures V, LP - Hudu Technologies, Inc — $1,001 - $15,000 |
| 2026-04-17 · sale | Robinhood Markets Inc. Class A Common Stock — $100,001 -$250,000 |
| 2026-04-17 · sale | Airbnb Inc. Class A Common Stock — $100,001 -$250,000 |
| 2026-03-02 · sale | BBH Wealth Strategies, LLC - CLARKSTONCAPITAL PARTNERS SMALL/MID CAP SERIES — $100,001 -$250,000 |
| 2026-03-02 · sale | BBH LIMITED DURATION FUND CL I — $500,001 -$1,000,000 |
| 2026-02-20 · sale | BBH Wealth Strategies, LLC - CLARKSTONCAPITAL PARTNERS SMALL/MID CAP SERIES — $100,001 -$250,000 |
| 2026-02-06 · sale | BBH Wealth Strategies, LLC - CLARKSTONCAPITAL PARTNERS SMALL/MID CAP SERIES — $100,001 -$250,000 |
| 2026-01-30 · sale | BBH Wealth Strategies, LLC - CLARKSTONCAPITAL PARTNERS SMALL/MID CAP SERIES — $100,001 -$250,000 |
| 2026-01-21 · sale | BBH Wealth Strategies, LLC - CLARKSTONCAPITAL PARTNERS SMALL/MID CAP SERIES — $100,001 -$250,000 |
| 2026-01-20 · purchase | BBH Wealth Strategies, LLC - SILVER POINTDISTRESSED OPPORTUNITY II SERIES — $1,001 - $15,000 |
| 2026-03-27 · purchase | Vanguard Tax-Exempt Bond Index Fund ETFShares — $1,001 - $15,000 |
| 2026-03-27 · sale | iShares National Muni Bond ETF — $1,001 - $15,000 |
| 2026-03-09 · purchase | iShares Core Dividend Growth ETF — $1,001 - $15,000 |
| 2026-03-09 · sale | Vanguard Dividend Appreciation Index Fund ETFClass Shares — $1,001 - $15,000 |
| 2026-03-20 · purchase | Vanguard Tax-Exempt Bond Index Fund ETFShares — $1,001 - $15,000 |
| 2026-03-20 · sale | iShares National Muni Bond ETF — $1,001 - $15,000 |
| 2026-03-27 · sale | iShares National Muni Bond ETF — $1,001 - $15,000 |
| 2026-02-10 · sale | Fiserv, Inc. — $1,001 - $15,000 |
| 2026-02-10 · sale | Trane Technologies plc — $1,001 - $15,000 |
| 2026-02-10 · sale | Alphabet, Inc. — $1,001 - $15,000 |
| 2026-02-10 · sale | Fiserv, Inc. — $1,001 - $15,000 |
| 2026-02-10 · sale | Trane Technologies plc — $1,001 - $15,000 |
| 2026-02-10 · sale | Alphabet, Inc. — $1,001 - $15,000 |
| 2026-02-03 · sale | Dow Inc. — $50,001 -$100,000 |
| 2026-02-03 · sale | Ares Capital Corporation — $500,001 -$1,000,000 |
| 2026-02-03 · sale | Ares Capital Corporation — $100,001 -$250,000 |
| 2026-02-03 · sale | Ares Capital Corporation — $15,001 - $50,000 |
| 2026-02-03 · sale | Ares Capital Corporation — $100,001 -$250,000 |
| 2026-02-03 · sale | Ares Capital Corporation — $1,001 - $15,000 |
| 2026-02-03 · sale | Ares Capital Corporation — $500,001 -$1,000,000 |
| 2026-02-03 · sale | Ares Capital Corporation — $15,001 - $50,000 |
| 2026-02-03 · sale | Enterprise Product Partners LP — $15,001 - $50,000 |
| 2026-02-03 · sale | Enterprise Product Partners LP — $100,001 -$250,000 |
| 2026-02-27 · purchase | Shift4 Payments Inc. Class A Common Stock — $1,000,001 -$5,000,000 |
| 2026-02-03 · sale | Enterprise Product Partners LP — $1,001 - $15,000 |
| 2026-02-03 · sale | Enterprise Product Partners LP — $15,001 - $50,000 |
| 2026-02-03 · sale | Enterprise Product Partners LP — $500,001 -$1,000,000 |
| 2026-02-04 · sale | Alliancebernstein Holding LP — $1,001 - $15,000 |
| 2026-02-04 · sale | Alliancebernstein Holding LP — $1,001 - $15,000 |
| 2026-02-04 · sale | Alliancebernstein Holding LP — $1,001 - $15,000 |
| 2026-02-04 · sale | Alliancebernstein Holding LP — $1,001 - $15,000 |
| 2026-02-04 · sale | Alliancebernstein Holding LP — $1,001 - $15,000 |
| 2026-02-04 · sale | Alliancebernstein Holding LP — $500,001 -$1,000,000 |
| 2026-02-04 · sale | Alliancebernstein Holding LP — $1,001 - $15,000 |
| 2026-02-27 · purchase | Shift4 Payments Inc. Class A Common Stock — $1,000,001 -$5,000,000 |
| 2026-02-04 · sale | Alliancebernstein Holding LP — $1,000,001 -$5,000,000 |
| 2026-02-04 · sale | Alliancebernstein Holding LP — $1,001 - $15,000 |
| 2026-02-04 · sale | Alliancebernstein Holding LP — $1,001 - $15,000 |
| 2026-02-04 · sale | Alliancebernstein Holding LP — $1,001 - $15,000 |
| 2026-02-04 · sale | Alliancebernstein Holding LP — $1,001 - $15,000 |
| 2026-02-04 · sale | MPLX LP — $100,001 -$250,000 |
| 2026-02-04 · sale | MPLX LP — $50,001 -$100,000 |
| 2026-02-04 · sale | MPLX LP — $15,001 - $50,000 |
| 2026-02-04 · sale | MPLX LP — $1,001 - $15,000 |
| 2026-02-04 · sale | MPLX LP — $1,000,001 -$5,000,000 |
| 2026-02-27 · purchase | Shift4 Payments Inc. Class A Common Stock — $1,000,001 -$5,000,000 |
| 2026-02-04 · sale | MPLX LP — $15,001 - $50,000 |
| 2026-02-04 · sale | MPLX LP — $15,001 - $50,000 |
| 2026-02-04 · sale | MPLX LP — $250,001 -$500,000 |
| 2026-02-04 · sale | MPLX LP — $15,001 - $50,000 |
| 2026-02-04 · sale | MPLX LP — $1,001 - $15,000 |
| 2026-02-04 · sale | MPLX LP — $1,001 - $15,000 |
| 2026-02-04 · sale | MPLX LP — $100,001 -$250,000 |
| 2026-02-04 · sale | MPLX LP — $1,001 - $15,000 |
| 2026-02-04 · sale | MPLX LP — $500,001 -$1,000,000 |
| 2026-02-04 · sale | MPLX LP — $15,001 - $50,000 |
| 2026-02-27 · purchase | Shift4 Payments Inc. Class A Common Stock — $500,001 -$1,000,000 |
| 2026-02-04 · sale | MPLX LP — $100,001 -$250,000 |
| 2026-02-04 · sale | MPLX LP — $1,001 - $15,000 |
| 2026-02-04 · sale | MPLX LP — $1,001 - $15,000 |
| 2026-02-04 · sale | Energy Transfer LP — $1,000,001 -$5,000,000 |
| 2026-02-04 · sale | Energy Transfer LP — $1,001 - $15,000 |
| 2026-02-04 · sale | Energy Transfer LP — $1,001 - $15,000 |
| 2026-02-04 · sale | Energy Transfer LP — $1,000,001 -$5,000,000 |
| 2026-02-04 · sale | Energy Transfer LP — $500,001 -$1,000,000 |
| 2026-02-04 · sale | Energy Transfer LP — $1,001 - $15,000 |
| 2026-02-04 · sale | Energy Transfer LP — $100,001 -$250,000 |
| 2026-02-27 · purchase | Shift4 Payments Inc. Class A Common Stock — $250,001 -$500,000 |
| 2026-02-04 · sale | Energy Transfer LP — $100,001 -$250,000 |
| 2026-02-04 · sale | LyondellBasell Industries NV — $250,001 -$500,000 |
| 2026-02-04 · sale | LyondellBasell Industries NV — $1,001 - $15,000 |
| 2026-02-04 · sale | LyondellBasell Industries NV — $1,001 - $15,000 |
| 2026-02-04 · sale | LyondellBasell Industries NV — $100,001 -$250,000 |
| … | 85 more transactions: every one is in the complete record on this filing's page |
| 2026-02-26 · sale | Dawson Portfolio Finance 5 LP — $1,001 - $15,000 |
| 2026-02-12 · purchase | HealthQuest Tactical Opportunities Fund LP — $250,001 -$500,000 |
| 2026-02-04 · purchase | Bear Lake Operations LLC — $100,001 -$250,000 |
| 2026-02-09 · purchase | MSD Real Estate Credit Opportunity Fund II — $100,001 -$250,000 |
| 2026-02-10 · sale | MSD EIV Private LLC — $100,001 -$250,000 |
| 2026-02-11 · purchase | MSD EIV Private LLC — $50,001 -$100,000 |
| 2026-02-11 · purchase | MSD Special Investments Fund II, LP — $15,001 - $50,000 |
| 2026-02-26 · purchase | Bear Lake Operations LLC — $250,001 -$500,000 |
| 2026-02-19 · sale | Caden Opportunity Fund — $1,000,001 -$5,000,000 |
| 2026-02-11 · sale | RCG Momentum LP — $50,001 -$100,000 |
| 2026-02-23 · sale | RCG Ventures Fund VIII — $15,001 - $50,000 |
| 2026-02-06 · sale | SRP Continuation Partners LP — $15,001 - $50,000 |
| 2026-02-13 · sale | NFP Continuation Partners LP — $250,001 -$500,000 |
| 2026-02-27 · sale | MSD Hospitality Partners LP — Over $50,000,000 |
| 2026-01-21 · purchase | Grab Holdings Limited Class A Ordinary Shares — $1,001 - $15,000 |
| 2026-01-27 · purchase | Arthur Ventures V, LP - Opterrix (Risk intelligenceplatform) — $1,001 - $15,000 |
| 2026-01-27 · purchase | Arthur Ventures V, LP - Opterrix (Risk intelligenceplatform) — $15,001 - $50,000 |
| 2026-01-22 · sale | Arthur Ventures Growth IV, LP - PureSpectrum(market research platform) — $1,001 - $15,000 |
| 2026-01-22 · sale | Arthur Ventures Growth III, LP - PureSpectrum(market research platform) (Roth IRA) — $100,001 -$250,000 |
| 2026-01-22 · sale | Arthur Ventures Growth III, LP - PureSpectrum(market research platform) — $250,001 -$500,000 |
| 2026-01-22 · sale | Arthur Ventures Growth IV, LP - PureSpectrum(market research platform) — $100,001 -$250,000 |
| 2026-01-22 · sale | Arthur Ventures III, LP - PureSpectrum (marketresearch platform) — $1,000,001 -$5,000,000 |
| 2026-01-27 · purchase | Arthur Ventures IV, LP - Gridbase (formerlyIamGIS) (software) (Roth IRA) — $15,001 - $50,000 |
| 2025-12-22 · purchase | Arthur Ventures IV, LP — $15,001 - $50,000 |
| 2026-01-27 · purchase | Arthur Ventures IV, LP - Gridbase (formerlyIamGIS) (software) — $1,001 - $15,000 |
| 2026-01-27 · purchase | Arthur Ventures V, LP - Circadian Risk (Securityrisk assessment software) — $1,001 - $15,000 |
| 2026-01-27 · purchase | Arthur Ventures V, LP - Payroll Integrations(employee benefits recordkeeper) — $1,001 - $15,000 |
| 2026-01-27 · purchase | Arthur Ventures V, LP - Payroll Integrations(employee benefits recordkeeper) — $15,001 - $50,000 |
| 2026-01-27 · exchange | Arthur Ventures V, LP - CivicPlus (Softwaresolutions) — $1,001 - $15,000 |
| 2026-01-27 · exchange | Arthur Ventures V, LP - CivicPlus (Softwaresolutions) — $50,001 -$100,000 |
| 2026-01-27 · sale | Arthur Ventures V, LP - Streamline (platformservices) — $1,001 - $15,000 |
| 2026-01-27 · sale | Arthur Ventures V, LP - Streamline (platformservices) — $50,001 -$100,000 |
| 2026-01-27 · purchase | Arthur Ventures V, LP - Aqua (Turnkey alternativeinvestment platform) — $1,001 - $15,000 |
| 2026-01-27 · purchase | Arthur Ventures V, LP - Aqua (Turnkey alternativeinvestment platform) — $15,001 - $50,000 |
| 2025-12-22 · purchase | Arthur Ventures IV, LP — $15,001 - $50,000 |
| 2026-02-20 · sale | Republic Airways Holdings Inc. — $5,000,001 -$25,000,000 |
| 2026-02-19 · sale | Republic Airways Holdings Inc. — $1,001 - $15,000 |
| 2026-02-19 · sale | Republic Airways Holdings Inc. — $100,001 -$250,000 |
| 2026-02-18 · sale | Republic Airways Holdings Inc. — $50,001 -$100,000 |
| 2026-02-18 · sale | Republic Airways Holdings Inc. — $100,001 -$250,000 |
| 2026-02-17 · sale | Republic Airways Holdings Inc. — $100,001 -$250,000 |
| 2026-02-13 · sale | Republic Airways Holdings Inc. — $100,001 -$250,000 |
| 2026-01-20 · exchange | Republic Airways Holdings Inc. — $5,000,001 -$25,000,000 |
| 2026-02-20 · sale | Republic Airways Holdings Inc. — $15,001 - $50,000 |
| 2025-10-21 · sale | Republic Airways Holdings Inc — $1,000,001 -$5,000,000 |
| 2026-01-30 · sale | Heineken NV ADR — $1,001 - $15,000 |
| 2026-01-30 · sale | HEICO Corp. — $1,001 - $15,000 |
| 2026-01-30 · sale | HCA Healthcare, Inc. — $1,001 - $15,000 |
| 2026-01-30 · sale | Guidewire Software, Inc. — $1,001 - $15,000 |
| 2026-01-30 · sale | Alphabet, Inc. — $1,001 - $15,000 |
| 2026-01-30 · sale | Alphabet, Inc. — $1,001 - $15,000 |
| 2026-01-30 · sale | Alphabet, Inc. — $1,001 - $15,000 |
| 2026-01-30 · sale | Alphabet, Inc. — $1,001 - $15,000 |
| 2026-01-30 · sale | Globant S.A. Common Shares — $1,001 - $15,000 |
| 2026-01-30 · sale | SPDR Gold Shares — $15,001 - $50,000 |
| 2026-01-30 · sale | Analog Devices, Inc. — $1,001 - $15,000 |
| 2026-01-30 · sale | GoDaddy, Inc. — $1,001 - $15,000 |
| 2026-01-30 · sale | Freshpet Inc. — $1,001 - $15,000 |
| 2026-01-30 · sale | Franco-Nevada Corporation — $1,001 - $15,000 |
| 2026-01-30 · sale | Floor & Decor Holdings, Inc. — $1,001 - $15,000 |
| 2026-01-30 · sale | Fomento Economico Mexicano S.A.B. de C.V.Common Stock — $1,001 - $15,000 |
| 2026-01-30 · sale | Five Below, Inc. — $1,001 - $15,000 |
| 2026-01-30 · sale | Fair Isaac Corp. — $1,001 - $15,000 |
| 2026-01-30 · sale | Fastenal Co. — $1,001 - $15,000 |
| 2026-01-30 · sale | Fanuc Corp ADR — $1,001 - $15,000 |
| 2026-01-30 · sale | Expeditors International of Washington, Inc. — $1,001 - $15,000 |
| 2026-01-30 · sale | Accenture Plc — $1,001 - $15,000 |
| 2026-01-30 · sale | Exelon Corp. — $1,001 - $15,000 |
| 2026-01-30 · sale | Evercore, Inc. — $1,001 - $15,000 |
| 2026-01-30 · sale | Equity Residential — $1,001 - $15,000 |
| 2026-01-30 · sale | The Ensign Group, Inc. — $1,001 - $15,000 |
| 2026-01-30 · sale | Enbridge Inc Common Stock — $1,001 - $15,000 |
| 2026-01-30 · sale | Elevance Health Inc. Common Stock — $1,001 - $15,000 |
| 2026-01-30 · sale | Equifax, Inc. — $1,001 - $15,000 |
| 2026-01-30 · sale | eBay, Inc. — $1,001 - $15,000 |
| 2026-01-30 · sale | Duke Energy Corp. — $1,001 - $15,000 |
| 2026-01-30 · sale | DTE Energy Co. — $1,001 - $15,000 |
| 2026-01-30 · sale | Abbott Laboratories — $1,001 - $15,000 |
| 2026-01-30 · sale | Dynatrace Inc. Common Stock — $1,001 - $15,000 |
| 2026-01-30 · sale | Doximity Inc. Class A Common Stock — $1,001 - $15,000 |
| 2026-01-30 · sale | The Walt Disney Co. — $1,001 - $15,000 |
| 2026-01-30 · sale | SPDR Dow Jones Industrial Average ETF Trust — $1,001 - $15,000 |
| 2026-01-30 · sale | SPDR Dow Jones Industrial Average ETF Trust — $1,001 - $15,000 |
| 2026-01-30 · sale | Danaher Corp. — $1,001 - $15,000 |
| 2026-01-30 · sale | Danaher Corp. — $1,001 - $15,000 |
| 2026-01-30 · sale | Dollar General Corp. — $1,001 - $15,000 |
| 2026-01-30 · sale | Danone SA ADR — $1,001 - $15,000 |
| 2026-01-30 · sale | Chevron Corp. — $1,001 - $15,000 |
| 2026-01-30 · sale | Ambev SA — $1,001 - $15,000 |
| 2026-01-30 · sale | Chevron Corp. — $1,001 - $15,000 |
| 2026-01-30 · sale | Cintas Corp. — $1,001 - $15,000 |
| 2026-01-30 · sale | Carlisle Cos., Inc. — $1,001 - $15,000 |
| 2026-01-30 · sale | CoStar Group, Inc. — $1,001 - $15,000 |
| 2026-01-30 · sale | salesforce.com, inc. — $1,001 - $15,000 |
| 2026-01-30 · sale | Copart, Inc. — $1,001 - $15,000 |
| 2026-01-30 · sale | ConocoPhillips — $1,001 - $15,000 |
| 2026-01-30 · sale | CenterPoint Energy, Inc. — $1,001 - $15,000 |
| 2026-01-30 · sale | Cummins, Inc. — $1,001 - $15,000 |
| 2026-01-30 · sale | CME Group, Inc. — $1,001 - $15,000 |
| 2026-01-30 · sale | AbbVie, Inc. — $1,001 - $15,000 |
| 2026-01-30 · sale | Comcast Corp. — $1,001 - $15,000 |
| 2026-01-30 · sale | Colgate-Palmolive Co. — $1,001 - $15,000 |
| 2026-01-30 · sale | Cincinnati Financial Corp. — $1,001 - $15,000 |
| 2026-01-30 · sale | Charter Communications, Inc. — $1,001 - $15,000 |
| 2026-01-30 · sale | C.H. Robinson Worldwide, Inc. — $1,001 - $15,000 |
| … | 241 more transactions: every one is in the complete record on this filing's page |
| 2025-12-09 · sale | Vanguard Dividend Appreciation Index Fund ETFClass Shares — $250,001 -$500,000 |
| 2025-12-09 · sale | Vanguard Russell 1000 Growth Index Fund ETFShares — $250,001 -$500,000 |
| 2025-12-09 · sale | Vanguard High Dividend Yield Index Fund ETFShares — $100,001 -$250,000 |
| 2025-12-09 · sale | Vanguard Dividend Appreciation Index Fund ETFClass Shares — $250,001 -$500,000 |
| 2025-12-09 · sale | Vanguard Russell 1000 Growth Index Fund ETFShares — $250,001 -$500,000 |
| 2025-12-09 · sale | Vanguard High Dividend Yield Index Fund ETFShares — $100,001 -$250,000 |
| 2025-12-09 · sale | Vanguard Dividend Appreciation Index Fund ETFClass Shares — $250,001 -$500,000 |
| 2025-12-09 · sale | Vanguard Russell 1000 Growth Index Fund ETFShares — $250,001 -$500,000 |
| 2025-12-24 · sale | Humana, Inc. — $15,001 - $50,000 |
| 2025-12-09 · sale | Vanguard High Dividend Yield Index Fund ETFShares — $100,001 -$250,000 |
| 2025-12-09 · sale | Vanguard Dividend Appreciation Index Fund ETFClass Shares — $250,001 -$500,000 |
| 2025-12-09 · sale | Vanguard Russell 1000 Growth Index Fund ETFShares — $250,001 -$500,000 |
| 2025-12-09 · sale | Vanguard High Dividend Yield Index Fund ETFShares — $100,001 -$250,000 |
| 2025-12-04 · sale | SPDR S&P 500 ETF Trust — $100,001 -$250,000 |
| 2026-01-16 · sale | Airbnb Inc. Class A Common Stock — $250,001 -$500,000 |
| 2025-12-18 · purchase | Grab Holdings Limited Class A Ordinary Shares — $15,001 - $50,000 |
| 2026-01-09 · purchase | Grab Holdings Limited Class A Ordinary Shares — $15,001 - $50,000 |
| 2026-01-09 · purchase | Robinhood Markets Inc. Class A Common Stock — $1,001 - $15,000 |
| 2026-01-13 · purchase | One Stop Systems Inc. Common Stock — $15,001 - $50,000 |
| 2025-11-19 · purchase | Bitmine Immersion Technologies — $15,001 - $50,000 |
| 2025-12-01 · purchase | Westside Link LLC — $250,001 -$500,000 |
| 2026-01-02 · purchase | GS Three, LLC — $250,001 -$500,000 |
| 2025-12-26 · purchase | Vanguard Tax-Exempt Bond Index Fund ETFShares — $1,001 - $15,000 |
| 2025-12-26 · purchase | Vanguard Dividend Appreciation Index Fund ETFClass Shares — $1,001 - $15,000 |
| 2025-12-23 · sale | Samsara Inc. Class A Common Stock — $1,000,001 -$5,000,000 |
| 2025-12-19 · sale | Coinbase Global Inc. Class A Common Stock — $250,001 -$500,000 |
| 2025-12-19 · sale | Omada Health Inc. — $250,001 -$500,000 |
| 2025-11-04 · purchase | HealthQuest Tactical Opportunities Fund — $15,001 - $50,000 |
| 2025-11-12 · purchase | RCP GP Fund II LP — $100,001 -$250,000 |
| 2025-11-13 · purchase | AAG KP LP — $1,000,001 -$5,000,000 |
| 2025-11-18 · purchase | HealthQuest Tactical Opportunities Fund — $15,001 - $50,000 |
| 2025-11-03 · sale | White Tip Investments, LLC — $250,001 -$500,000 |
| 2025-11-03 · sale | Double Mako Investments, LLC — $5,000,001 -$25,000,000 |
| 2025-11-20 · purchase | MSD EIV Private LLC - Series B — $1,001 - $15,000 |
| 2025-11-26 · sale | MSD Capital, LP — $1,000,001 -$5,000,000 |
| 2025-11-14 · sale | RCG Momentum LP — $50,001 -$100,000 |
| 2025-11-03 · sale | NFP Continuation Partners LP — $250,001 -$500,000 |
| 2025-11-20 · sale | SRP Continuation Partners LP — $15,001 - $50,000 |
| 2025-11-26 · sale | Dawson Portfolio Finance 5 LP — $15,001 - $50,000 |
| 2025-11-26 · sale | Kingfish Investments X, LLC — $1,000,001 -$5,000,000 |
| 2025-12-10 · sale | Tesla, Inc. — $250,001 -$500,000 |
| 2025-11-27 · sale | GreenGage Global Holdings — $100,001 -$250,000 |
| 2025-09-23 · sale | Totem Management Seed — $250,001 -$500,000 |
| 2025-11-14 · purchase | ISHARES S&P 500 INDEX FUND - IVV — $500,001 -$1,000,000 |
| 2025-11-03 · purchase | Grab Holdings Limited Class A Ordinary Shares — $15,001 - $50,000 |
| 2025-10-14 · purchase | Amkor Technology, Inc. — $1,001 - $15,000 |
| 2025-10-13 · purchase | Amkor Technology, Inc. — $15,001 - $50,000 |
| 2025-10-13 · sale | Amcor plc — $15,001 - $50,000 |
| 2025-10-09 · purchase | Amcor plc — $15,001 - $50,000 |
| 2025-10-09 · sale | MicroStrategy, Inc. — $50,001 -$100,000 |
| 2025-10-07 · purchase | ETHZilla Corp — $1,001 - $15,000 |
| 2025-10-24 · sale | Schwab Treasury Obligations Money Fund InvestorClass Shares — $1,001 - $15,000 |
| 2025-10-24 · purchase | iShares Russell 1000 Growth ETF — $1,001 - $15,000 |
| 2025-10-24 · sale | Costco Wholesale Corp. — $1,001 - $15,000 |
| 2025-10-06 · sale | Shares in Retirement Accounts — $50,001 -$100,000 |
| 2025-10-06 · sale | Shares in Retirement Accounts — $1,000,001 -$5,000,000 |
| 2025-10-06 · sale | Shares in Retirement Accounts — $1,000,001 -$5,000,000 |
| 2025-10-06 · sale | LFA, LLC — Over $1,000,000 |
| 2025-10-06 · sale | KBCR Management Partners, LLC — $5,000,001 -$25,000,000 |
| 2025-10-06 · sale | Tangible Benefits, LLC — $250,001 -$500,000 |
| 2025-10-06 · sale | BGC Group, Inc. (BGC) Class B — Over $50,000,000 |
| 2025-10-06 · sale | CF Group Management, Inc. — Over $50,000,000 |
| 2025-10-06 · sale | Shares in Retirement Accounts — $50,001 -$100,000 |
| 2025-10-06 · sale | Cantor Fitzgerald, L.P — Over $50,000,000 |
| 2025-10-01 · sale | Southern Company (SO) (required sale pursuant toCD) — $100,001 -$250,000 |
| 2025-10-01 · sale | Alphabet, Inc. (GOOG) (sale of stock per requiredCD) — $100,001 -$250,000 |
| 2025-09-10 · sale | Union Pacific Corp. — $1,001 - $15,000 |
| 2025-09-10 · sale | The Walt Disney Co. — $15,001 - $50,000 |
| 2025-09-16 · sale | JPMorgan BetaBuilders Canada ETF — $1,001 - $15,000 |
| 2025-09-16 · purchase | iShares MSCI EAFE ETF — $1,001 - $15,000 |
| 2025-09-16 · sale | JPMorgan BetaBuilders Canada ETF — $1,001 - $15,000 |
| 2025-09-16 · purchase | iShares MSCI EAFE ETF — $1,001 - $15,000 |
| 2025-09-16 · sale | JPMorgan BetaBuilders Canada ETF — $1,001 - $15,000 |
| 2025-09-16 · purchase | iShares MSCI EAFE ETF — $1,001 - $15,000 |
| 2025-09-10 · sale | Waste Connections Inc. Common Shares — $15,001 - $50,000 |
| 2025-09-12 · sale | JPMorgan BetaBuilders Japan ETF — $1,001 - $15,000 |
| 2025-09-12 · sale | JPMorgan BetaBuilders Developed Asia ex-JapanETF — $1,001 - $15,000 |
| 2025-09-12 · purchase | iShares MSCI EAFE ETF — $15,001 - $50,000 |
| 2025-09-12 · sale | JPMorgan BetaBuilders Japan ETF — $15,001 - $50,000 |
| 2025-09-12 · sale | JPMorgan BetaBuilders Developed Asia ex-JapanETF — $1,001 - $15,000 |
| 2025-09-12 · sale | JPMorgan BetaBuilders Japan ETF — $1,001 - $15,000 |
| 2025-09-12 · sale | JPMorgan BetaBuilders Developed Asia ex-JapanETF — $1,001 - $15,000 |
| 2025-09-12 · purchase | iShares MSCI EAFE ETF — $15,001 - $50,000 |
| 2025-09-12 · sale | JPMorgan BetaBuilders Japan ETF — $15,001 - $50,000 |
| 2025-09-12 · sale | JPMorgan BetaBuilders Developed Asia ex-JapanETF — $1,001 - $15,000 |
| 2025-09-10 · sale | Workday, Inc. — $15,001 - $50,000 |
| 2025-09-12 · sale | JPMorgan BetaBuilders Japan ETF — $1,001 - $15,000 |
| 2025-09-12 · sale | JPMorgan BetaBuilders Developed Asia ex-JapanETF — $1,001 - $15,000 |
| 2025-09-12 · purchase | iShares MSCI EAFE ETF — $15,001 - $50,000 |
| 2025-09-12 · sale | JPMorgan BetaBuilders Japan ETF — $15,001 - $50,000 |
| 2025-09-12 · sale | JPMorgan BetaBuilders Developed Asia ex-JapanETF — $1,001 - $15,000 |
| 2025-09-12 · sale | Financial Select Sector SPDR Fund — $100,001 -$250,000 |
| 2025-09-12 · sale | ServiceNow, Inc. — $50,001 -$100,000 |
| 2025-09-12 · sale | iShares MSCI Japan ETF — $50,001 -$100,000 |
| 2025-09-12 · sale | Valero Energy Corp. — $15,001 - $50,000 |
| 2025-09-12 · sale | Marvell Technology Group Ltd. — $50,001 -$100,000 |
| 2025-09-10 · sale | Wynn Resorts Ltd. — $15,001 - $50,000 |
| 2025-09-12 · sale | Franklin FTSE Canada ETF — $15,001 - $50,000 |
| 2025-09-12 · sale | Trimble, Inc. — $50,001 -$100,000 |
| 2025-09-12 · sale | Microsoft Corp. — $100,001 -$250,000 |
| 2025-09-12 · sale | CrowdStrike Holdings Inc. Class A Common Stock — $50,001 -$100,000 |
| 2025-09-12 · sale | Eaton Corp. Plc — $50,001 -$100,000 |
| 2025-09-12 · sale | Broadcom, Inc. — $15,001 - $50,000 |
| 2025-09-12 · sale | Alphabet, Inc. Class C — $50,001 -$100,000 |
| 2025-09-12 · sale | Motorola Solutions, Inc. — $15,001 - $50,000 |
| 2025-09-12 · sale | Energy Select Sector SPDR Fund — $50,001 -$100,000 |
| 2025-09-12 · sale | Communication Services Select Sector SPDR Fund — $50,001 -$100,000 |
| 2025-09-10 · sale | WESCO International, Inc. — $50,001 -$100,000 |
| 2025-09-12 · sale | iShares MSCI Canada ETF — $100,001 -$250,000 |
| 2025-09-12 · purchase | SPDR S&P 500 ETF Trust — $1,000,001 -$5,000,000 |
| 2025-09-10 · sale | Health Care Select Sector SPDR Fund — $100,001 -$250,000 |
| 2025-09-10 · sale | Utilities Select Sector SPDR Fund — $50,001 -$100,000 |
| 2025-09-10 · sale | Consumer Staples Select Sector SPDR Fund — $100,001 -$250,000 |
| 2025-09-10 · sale | iShares Core MSCI International DevelopedMarkets ETF — $15,001 - $50,000 |
| 2025-09-10 · sale | iShares MSCI EAFE ETF — $50,001 -$100,000 |
| 2025-09-10 · sale | iShares MSCI EAFE Growth ETF — $50,001 -$100,000 |
| 2025-09-10 · sale | Abercrombie & Fitch Co. — $15,001 - $50,000 |
| 2025-09-10 · sale | iShares Core MSCIPacific ETF — $15,001 - $50,000 |
| 2025-09-10 · purchase | JPMorgan Nasdaq Equity Premium Income ETF — $1,000,001 -$5,000,000 |
| 2025-09-10 · sale | Alphabet Inc Class A — $100,001 -$250,000 |
| 2025-09-10 · sale | iShares MSCIPacific ex Japan ETF — $15,001 - $50,000 |
| 2025-09-10 · sale | iShares Global Healthcare ETF — $15,001 - $50,000 |
| 2025-09-10 · sale | Adobe, Inc. — $15,001 - $50,000 |
| 2025-09-10 · sale | ASML Holding N.V. New York Registry Shares — $15,001 - $50,000 |
| 2025-09-10 · sale | Danaher Corp. — $15,001 - $50,000 |
| 2025-09-10 · sale | Fortinet, Inc. — $15,001 - $50,000 |
| … | 15 more transactions: every one is in the complete record on this filing's page |
| 2025-07-21 · purchase | Valence8 PE 2023 Fund — $50,001 -$100,000 |
| 2025-07-23 · purchase | 26North Private Equity Fund I — $100,001 -$250,000 |
| 2025-07-15 · sale | Kingfish Investments II, LLC — $250,001 -$500,000 |
| 2025-07-16 · sale | RSL Football Holdings LLC — $1,000,001 -$5,000,000 |
| 2025-07-28 · purchase | Kingfish Investments II, LLC — $500,001 -$1,000,000 |
| 2025-07-28 · sale | MSD EIV Private, LLC — $50,001 -$100,000 |
| 2025-07-30 · sale | MSD Credit Opportunity Fund, L.P. — $100,001 -$250,000 |
| 2025-07-30 · sale | MSD Hospitality Partners LP — $500,001 -$1,000,000 |
| 2025-07-09 · purchase | 12 South Investor JV, LLC — $250,001 -$500,000 |
| 2025-07-16 · purchase | Cresta Royalty Partners II LP — $100,001 -$250,000 |
| 2025-07-28 · purchase | Cresta Royalty Partners LP — $50,001 -$100,000 |
| 2025-07-30 · sale | Dawson Portfolio Finance 5 LP — $15,001 - $50,000 |
| 2025-07-30 · sale | Cresta SC Fund I-A LP — $50,001 -$100,000 |
| 2025-07-10 · purchase | Highline Investors LLC — $1,000,001 -$5,000,000 |
| 2025-07-14 · purchase | Arcadia Gameto Investors LP — $100,001 -$250,000 |
| 2025-07-17 · purchase | HealthQuest Tactical Opportunities Fund, L.P. — $15,001 - $50,000 |
| 2025-07-18 · sale | Cotulla Aviation LP — $50,001 -$100,000 |
| 2025-07-21 · purchase | Valence8 PE 2022 Fund — $50,001 -$100,000 |
| 2025-06-20 · sale | Blue Owl Capital Inc. Class A Common Stock — $5,000,001 -$25,000,000 |
| 2025-08-08 · purchase | bitmine immersion technology — $1,001 - $15,000 |
| 2025-08-13 · purchase | 180 Life Sciences Corp. Common Stock — $50,001 -$100,000 |
| 2025-08-13 · sale | Coinbase Global Inc. Class A Common Stock — $50,001 -$100,000 |
| 2025-08-07 · purchase | bitmine immersion technology — $15,001 - $50,000 |
| 2025-08-07 · sale | Microsoft Corp. — $1,001 - $15,000 |
| 2025-08-07 · sale | Global X MSCI Argentina ETF — $1,001 - $15,000 |
| 2025-08-07 · sale | Semler Scientific Inc. Common Stock — $1,001 - $15,000 |
| 2025-09-25 · sale | Microsoft Corp. — $5,000,001 -$25,000,000 |
| 2025-08-01 · purchase | NeuroSense Therapeutics Ltd. Ordinary Shares — $1,001 - $15,000 |
| 2025-07-25 · exchange | Arthur Ventures Growth IV, LP - FoundantTechnologies — $100,001 -$250,000 |
| 2025-07-25 · sale | Arthur Ventures Growth IV, LP - Giving DataHoldings, Inc. — $1,001 - $15,000 |
| 2025-07-25 · sale | Arthur Ventures Growth IV, LP - Giving DataHoldings, Inc. — $100,001 -$250,000 |
| 2025-07-25 · purchase | Arthur Ventures V, LP - Senior Sign — $1,001 - $15,000 |
| 2025-07-25 · purchase | Arthur Ventures V, LP - Zizzle Health — $15,001 - $50,000 |
| 2025-08-21 · purchase | Arthur Ventures Growth IV, LP — $1,001 - $15,000 |
| 2025-08-21 · purchase | Arthur Ventures Growth IV, LP — $100,001 -$250,000 |
| 2025-09-04 · purchase | Arthur Ventures V, LP — $1,001 - $15,000 |
| 2025-07-25 · purchase | Arthur Ventures Growth IV, LP - CertifID, Inc. — $1,001 - $15,000 |
| 2025-07-25 · purchase | Arthur Ventures Growth IV, LP - CertifID, Inc. — $100,001 -$250,000 |
| 2025-07-25 · purchase | Arthur Ventures Growth IV, LP - Office PuzzleHoldings, Inc. — $1,001 - $15,000 |
| 2025-07-25 · purchase | Arthur Ventures Growth IV, LP - Office PuzzleHoldings, Inc. — $100,001 -$250,000 |
| 2025-07-25 · exchange | Arthur Ventures Growth IV, LP - FoundantTechnologies — $1,001 - $15,000 |
| 2025-09-04 · purchase | Arthur Ventures V, LP — $100,001 -$250,000 |
| 2025-09-02 · sale | SALESFORCE INC COM — $50,001 -$100,000 |
| 2025-09-02 · sale | CACI INTERNATIONAL INC — $15,001 - $50,000 |
| 2025-09-02 · sale | CITIGROUP INC — $50,001 -$100,000 |
| 2025-09-02 · sale | BEST BUY CO INC COM USD0.10 — $1,001 - $15,000 |
| 2025-08-27 · sale | VERIZON COMMUNICATIONS INC — $100,001 -$250,000 |
| 2025-08-27 · sale | TYLER TECHNOLOGIES INC — $50,001 -$100,000 |
| 2025-08-27 · sale | AT&T INC COM USD1 — $50,001 -$100,000 |
| 2025-08-27 · sale | SOUTHERN CO — $15,001 - $50,000 |
| 2025-08-27 · sale | ORACLE CORP — $15,001 - $50,000 |
| 2025-09-02 · sale | BOOZ ALLEN HAMILTON HLDG CORP CL A — $1,001 - $15,000 |
| 2025-08-27 · sale | NORTHROP GRUMMAN CORP COM USD1 — $100,001 -$250,000 |
| 2025-08-27 · sale | LOCKHEED MARTIN CORP COM USD1.00 — $100,001 -$250,000 |
| 2025-08-27 · sale | INFORMATICA INC COM CL A — $15,001 - $50,000 |
| 2025-08-27 · sale | ALPHABET INC CAP STK CL A — $250,001 -$500,000 |
| 2025-08-27 · sale | ALPHABET INC CAP STK CL C — $250,001 -$500,000 |
| 2025-08-27 · sale | DOCUSIGN INC COM — $50,001 -$100,000 |
| 2025-08-27 · sale | DISNEY WALT CO COM — $100,001 -$250,000 |
| 2025-08-27 · sale | DELL TECHNOLOGIES INC CL C — $1,001 - $15,000 |
| 2025-08-27 · sale | CISCO SYSTEMS INC — $100,001 -$250,000 |
| 2025-08-27 · sale | CITIGROUP INC — $50,001 -$100,000 |
| 2025-09-02 · sale | AMAZON.COM INC — $100,001 -$250,000 |
| 2025-08-27 · sale | AMAZON.COM INC — $500,001 -$1,000,000 |
| 2025-08-27 · sale | APPLE INC — $500,001 -$1,000,000 |
| 2025-09-02 · sale | WORKDAY INC COM USD0.001 CL A — $15,001 - $50,000 |
| 2025-09-02 · sale | VERIZON COMMUNICATIONS INC — $50,001 -$100,000 |
| 2025-09-02 · sale | UNITED PARCEL SERVICE INC CL B — $50,001 -$100,000 |
| 2025-09-02 · sale | TYLER TECHNOLOGIES INC — $1,001 - $15,000 |
| 2025-09-02 · sale | THOMSON-REUTERS CORP COM NPV( POSTREV SPLIT) ISIN #CA8849038085 SEDOL#BPLLTY3 — $15,001 - $50,000 |
| 2025-09-02 · sale | AT&T INC COM USD1 — $15,001 - $50,000 |
| 2025-09-02 · sale | SOUTHERN CO — $1,001 - $15,000 |
| 2025-09-02 · sale | SAP ADR REP 1 ORD — $50,001 -$100,000 |
| 2025-09-02 · sale | AKAMAI TECHNOLOGIES COM USD0.01 — $15,001 - $50,000 |
| 2025-09-02 · sale | SCIENCE APPLICATIONS INTL CORP COM — $15,001 - $50,000 |
| 2025-09-02 · sale | OPEN TEXT CORP COM ISIN #CA6837151068SEDOL #2260824 — $15,001 - $50,000 |
| 2025-09-02 · sale | NETAPP INC — $50,001 -$100,000 |
| 2025-09-02 · sale | NORTHROP GRUMMAN CORP COM USD1 — $50,001 -$100,000 |
| 2025-09-02 · sale | MICROSOFT CORP — $250,001 -$500,000 |
| 2025-09-02 · sale | LOCKHEED MARTIN CORP COM USD1.00 — $15,001 - $50,000 |
| 2025-09-02 · sale | GARTNER INC COM USD0.0005 — $1,001 - $15,000 |
| 2025-09-02 · sale | INTERNATIONAL BUS MACH CORP COMUSD0.20 — $15,001 - $50,000 |
| 2025-09-02 · sale | HOST HOTELS &RESORTS INC COM — $50,001 -$100,000 |
| 2025-09-02 · sale | HP INC COM — $15,001 - $50,000 |
| 2025-09-02 · sale | ADOBE INC COM — $100,001 -$250,000 |
| 2025-09-02 · sale | HEWLETT PACKARD ENTERPRISE CO COM — $100,001 -$250,000 |
| 2025-09-02 · sale | ALPHABET INC CAP STK CL A — $100,001 -$250,000 |
| 2025-09-02 · sale | ALPHABET INC CAP STK CL C — $100,001 -$250,000 |
| 2025-09-02 · sale | GENERAL DYNAMICS CORP COM — $15,001 - $50,000 |
| 2025-09-02 · sale | FOX CORP CL A COM — $50,001 -$100,000 |
| 2025-09-02 · sale | FOX CORP CL B COM — $15,001 - $50,000 |
| 2025-09-02 · sale | DOCUSIGN INC COM — $1,001 - $15,000 |
| 2025-09-02 · sale | DISNEY WALT CO COM — $50,001 -$100,000 |
| 2025-09-02 · sale | DELL TECHNOLOGIES INC CL C — $50,001 -$100,000 |
| 2025-09-02 · sale | CISCO SYSTEMS INC — $15,001 - $50,000 |
| 2025-09-02 · sale | APPLE INC — $250,001 -$500,000 |