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 and district are not shown: those fields are not yet populated for every filer, and an incorrect affiliation beside a person's name would be worse than omitting it.
| 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 |
| 2026-05-18 · 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 |
| 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 |
| 2026-02-03 · 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 |
| 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 |
| 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 |
| 2025-12-26 · 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 |
| 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 |
| 2025-07-25 · 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 |
| 2025-08-04 · purchase | anguard Tax-Exempt Bond Index Fund ETF Shares — $5,000,001 -$25,000,000 |
| 2025-08-04 · purchase | iShares Fallen Angels USD Bond ETF — $1,000,001 -$5,000,000 |
| 2025-08-04 · purchase | BrandywineGLOBAL - HIGH YIELD FUND Class A — $1,000,001 -$5,000,000 |
| 2025-08-04 · purchase | Franklin NJ Tax Free Income A — $5,000,001 -$25,000,000 |
| 2025-08-04 · purchase | Nuveen NJ Municipal Bond A — $1,000,001 -$5,000,000 |
| 2025-08-04 · purchase | PIMCO Income Fund Class A Shares — $1,000,001 -$5,000,000 |
| 2025-08-04 · purchase | Invesco New Jersey Municipal A — $5,000,001 -$25,000,000 |
| 2025-08-04 · purchase | Allspring Short-Term Hi Inc A — $500,001 -$1,000,000 |
| 2025-08-07 · sale | The Travelers Companies, Inc. — $1,001 - $15,000 |
| 2025-08-04 · purchase | PGIM Ultra Short Bond ETF — $500,001 -$1,000,000 |
| 2025-08-04 · purchase | Nuveen Short Duration Hi Yld Muni Bd A — $1,000,001 -$5,000,000 |
| 2025-08-04 · purchase | Janus Henderson AAA CLO ETF — $1,000,001 -$5,000,000 |
| 2025-08-04 · purchase | iShares 0-5 Year High Yield Corporate Bond ETF — $500,001 -$1,000,000 |
| 2025-08-01 · sale | Fiserv, Inc. — $15,001 - $50,000 |
| 2025-08-22 · sale | Apple, Inc. — $100,001 -$250,000 |
| 2025-08-07 · sale | Amazon Com Inc Com — $100,001 -$250,000 |
| 2025-08-07 · sale | Alaska Air Group, Inc. — $50,001 -$100,000 |
| 2025-07-11 · sale | e.l.f. Beauty, Inc. — $15,001 - $50,000 |
| 2025-07-11 · purchase | Regeneron Pharmaceuticals, Inc. — $1,001 - $15,000 |
| 2025-07-11 · purchase | Medtronic Plc — $15,001 - $50,000 |
| 2025-08-11 · purchase | Vanguard Real Estate Index Fund ETF Shares — $1,001 - $15,000 |
| 2025-08-11 · sale | Vanguard Total Stock Market Index Fund ETFClass Shares — $1,001 - $15,000 |
| 2025-08-18 · purchase | Schwab S&P 500 Index Fund — $1,000,001 -$5,000,000 |
| 2025-06-18 · purchase | Vanguard Tax-Exempt Bond Index Fund ETFShares — Over $1,000,000 |
| 2025-06-18 · purchase | iShares National Muni Bond ETF — Over $1,000,000 |
| 2025-08-04 · purchase | PGIM Ultra Short Bond ETF — $500,001 -$1,000,000 |
| 2025-08-04 · purchase | Nuveen Short Duration Hi Yld Muni Bd A — $1,000,001 -$5,000,000 |
| 2025-08-04 · purchase | Janus Henderson AAA CLO ETF Janus HendersonAAA CLO ETF — $1,000,001 -$5,000,000 |
| 2025-08-04 · purchase | iShares 0-5 Year High Yield Corporate Bond ETF — $500,001 -$1,000,000 |
| 2025-08-04 · purchase | Vanguard Tax-Exempt Bond Index Fund ETFShares — $5,000,001 -$25,000,000 |
| 2025-08-04 · purchase | iShares Fallen Angels USD Bond ETF — $1,000,001 -$5,000,000 |
| 2025-08-04 · purchase | BrandywineGLOBAL - HIGH YIELD FUND Class A — $1,000,001 -$5,000,000 |
| 2025-08-04 · purchase | Franklin NJ Tax Free Income A — $1,000,001 -$5,000,000 |
| 2025-06-18 · purchase | Vanguard Tax-Exempt Bond Index Fund ETFShares — Over $1,000,000 |
| 2025-08-04 · purchase | Nuveen NJ Municipal Bond A — $1,000,001 -$5,000,000 |
| 2025-08-04 · purchase | PIMCO Income Fund Class A Shares — $1,000,001 -$5,000,000 |
| 2025-08-04 · purchase | Invesco New Jersey Municipal A — $5,000,001 -$25,000,000 |
| 2025-08-04 · purchase | Allspring Short-Term Hi Inc A — $500,001 -$1,000,000 |
| 2025-07-25 · purchase | PGIM Ultra Short Bond ETF — $1,000,001 -$5,000,000 |
| 2025-07-25 · purchase | Nuveen Short Duration Hi Yld Muni Bd A — $5,000,001 -$25,000,000 |
| 2025-07-25 · purchase | Janus Henderson AAA CLO ETF Janus HendersonAAA CLO ETF — $1,000,001 -$5,000,000 |
| 2025-07-25 · purchase | iShares 0-5 Year High Yield Corporate Bond ETF — $1,000,001 -$5,000,000 |
| 2025-07-25 · purchase | Vanguard Tax-Exempt Bond Index Fund ETFShares — $5,000,001 -$25,000,000 |
| 2025-07-25 · purchase | iShares Fallen Angels USD Bond ETF — $1,000,001 -$5,000,000 |
| 2025-06-18 · purchase | iShares 1-3 Year Treasury Bond ETF — Over $1,000,000 |
| 2025-07-25 · purchase | BrandywineGLOBAL High Yield A — $1,000,001 -$5,000,000 |
| 2025-07-25 · purchase | Franklin NJ Tax Free Income A — $5,000,001 -$25,000,000 |
| 2025-07-25 · purchase | Nuveen NJ Municipal Bond A — $5,000,001 -$25,000,000 |
| 2025-07-25 · purchase | PIMCO Income Fund Class A Shares — $1,000,001 -$5,000,000 |
| 2025-07-25 · purchase | Invesco New Jersey Municipal A — $5,000,001 -$25,000,000 |
| 2025-07-25 · purchase | Allspring Short-Term Hi Inc A — $1,000,001 -$5,000,000 |
| 2025-07-07 · purchase | PGIM Ultra Short Bond ETF — $1,000,001 -$5,000,000 |
| 2025-07-07 · purchase | Nuveen Short Duration Hi Yld Muni Bd A — $5,000,001 -$25,000,000 |
| 2025-07-07 · purchase | Janus Henderson AAA CLO ETF Janus HendersonAAA CLO ETF — $1,000,001 -$5,000,000 |
| 2025-07-07 · purchase | iShares 0-5 Year High Yield Corporate Bond ETF — $1,000,001 -$5,000,000 |
| 2025-06-18 · purchase | iShares Broad USD High Yield Corporate BondETF — $250,001 -$500,000 |
| 2025-07-07 · purchase | Vanguard Tax-Exempt Bond Index Fund ETFShares — $25,000,001 -$50,000,000 |
| 2025-07-07 · purchase | iShares Fallen Angels USD Bond ETF — $1,000,001 -$5,000,000 |
| 2025-07-07 · purchase | BrandywineGLOBAL High Yield A — $1,000,001 -$5,000,000 |
| 2025-07-07 · purchase | Franklin NJ Tax Free Income A — $25,000,001 -$50,000,000 |
| 2025-07-07 · purchase | Nuveen NJ Municipal Bond A — $5,000,001 -$25,000,000 |
| 2025-07-07 · purchase | PIMCO Income Fund Class A Shares — $5,000,001 -$25,000,000 |
| 2025-07-07 · purchase | Invesco New Jersey Municipal A — $25,000,001 -$50,000,000 |
| 2025-07-07 · purchase | Allspring Short-Term Hi Inc A — $1,000,001 -$5,000,000 |
| 2025-06-23 · purchase | PGIM Ultra Short Bond ETF — $1,000,001 -$5,000,000 |
| 2025-06-23 · purchase | Nuveen Short Duration Hi Yld Muni Bd A — $5,000,001 -$25,000,000 |
| 2025-06-18 · purchase | iShares National Muni Bond ETF — Over $1,000,000 |
| 2025-06-23 · purchase | Janus Henderson AAA CLO ETF Janus HendersonAAA CLO ETF — $1,000,001 -$5,000,000 |
| 2025-06-23 · purchase | iShares 0-5 Year High Yield Corporate Bond ETF — $1,000,001 -$5,000,000 |
| 2025-06-23 · purchase | Vanguard Tax-Exempt Bond Index Fund ETFShares — $25,000,001 -$50,000,000 |
| 2025-06-23 · purchase | iShares Fallen Angels USD Bond ETF — $1,000,001 -$5,000,000 |
| 2025-06-23 · purchase | BrandywineGLOBAL High Yield A — $1,000,001 -$5,000,000 |
| 2025-06-23 · purchase | Franklin NJ Tax Free Income A — $25,000,001 -$50,000,000 |
| 2025-06-23 · purchase | Nuveen NJ Municipal Bond A — $5,000,001 -$25,000,000 |
| 2025-06-23 · purchase | PIMCO Income Fund Class A Shares — $5,000,001 -$25,000,000 |
| 2025-06-23 · purchase | Invesco New Jersey Municipal A — $25,000,001 -$50,000,000 |
| 2025-06-23 · purchase | Allspring Short-Term Hi Inc A — $1,000,001 -$5,000,000 |
| 2025-06-18 · purchase | Vanguard High Dividend Yield Index Fund ETFShares — Over $1,000,000 |
| 2025-06-18 · purchase | iShares 1-3 Year Treasury Bond ETF — $100,001 -$250,000 |
| 2025-06-18 · purchase | iShares Broad USD High Yield Corporate BondETF — $15,001 - $50,000 |
| 2025-06-18 · purchase | Vanguard Tax-Exempt Bond Index Fund ETFShares — $50,001 -$100,000 |
| 2025-06-18 · purchase | iShares National Muni Bond ETF — $50,001 -$100,000 |
| 2025-06-18 · purchase | Vanguard Dividend Appreciation Index Fund ETFClass Shares — Over $1,000,000 |
| 2025-07-22 · sale | NextEra Energy, Inc. — $100,001 -$250,000 |
| 2025-07-22 · purchase | NextEra Energy, Inc. (NEE) (option strike price$75.69) — $100,001 -$250,000 |
| 2025-07-22 · sale | NextEra Energy, Inc. — $100,001 -$250,000 |
| 2025-07-22 · purchase | NextEra Energy, Inc. (NEE) (option strike price$75.38) — $100,001 -$250,000 |
| 2025-07-18 · sale | NextEra Energy, Inc. — $100,001 -$250,000 |
| 2025-07-18 · purchase | NextEra Energy, Inc. (NEE) (option strike price$73.12) — $100,001 -$250,000 |
| 2025-07-10 · sale | NextEra Energy, Inc. — $100,001 -$250,000 |
| 2025-08-06 · purchase | Fidelity 500 Index Fund — $15,001 - $50,000 |
| 2025-07-10 · purchase | NextEra Energy, Inc. (NEE) (option strike price$57.27) — $50,001 -$100,000 |
| 2025-08-06 · sale | Netflix, Inc. — $15,001 - $50,000 |
| 2025-08-06 · sale | Apple, Inc. — $1,001 - $15,000 |
| 2025-08-01 · purchase | Fidelity 500 Index Fund — $15,001 - $50,000 |
| 2025-07-31 · sale | Amazon.com, Inc. — $15,001 - $50,000 |
| 2025-07-22 · purchase | Vanguard 500 Index Fund Admiral Shares — $100,001 -$250,000 |
| 2025-07-18 · purchase | Vanguard 500 Index Fund Admiral Shares — $100,001 -$250,000 |
| 2025-07-18 · purchase | Fidelity 500 Index Fund — $100,001 -$250,000 |
| 2025-07-11 · sale | XPLR Infrastructure LP (XIFR - Formerly NextEraEnergy Partners - NEP) — $1,001 - $15,000 |
| 2025-07-22 · purchase | Vanguard Target Retirement 2045 Fund InvestorClass Shares — $50,001 -$100,000 |
| 2025-07-22 · sale | NextEra Energy Stock ESOP Units; Vested balance — $50,001 -$100,000 |
| 2025-07-14 · sale | NextEra Energy, Inc. — $250,001 -$500,000 |
| 2025-07-19 · sale | Coinbase Global Inc. (COIN) call option exercise 5 — $250,001 -$500,000 |
| 2025-07-19 · sale | Coinbase Global Inc. (COIN) call option exercise 4 — $250,001 -$500,000 |
| 2025-07-19 · sale | Coinbase Global Inc. (COIN) call option exercise 3 — $250,001 -$500,000 |
| 2025-07-19 · sale | Coinbase Global Inc. (COIN) call option exercise 2 — $100,001 -$250,000 |
| 2025-07-19 · sale | Coinbase Global Inc. (COIN) call option exercise 1 — $100,001 -$250,000 |
| 2025-07-19 · sale | Airbnb Inc. (ABNB) call option exercise 3 — $100,001 -$250,000 |
| 2025-07-19 · sale | Airbnb Inc. (ABNB) call option exercise 2 — $100,001 -$250,000 |
| 2025-07-19 · sale | Airbnb Inc. (ABNB) call option exercise 1 — $100,001 -$250,000 |
| 2025-07-19 · sale | Coinbase Global Inc. (COIN) call option exercise 6 — $250,001 -$500,000 |
| 2025-07-17 · purchase | Wise plc (WISE) distribution — $1,000,001 -$5,000,000 |
| 2025-07-21 · sale | Scale AI vested stock options — $5,000,001 -$25,000,000 |
| 2025-07-01 · sale | Granite Falls Energy LLC — $50,001 -$100,000 |
| 2025-06-09 · sale | Arista Networks Inc. — $15,001 - $50,000 |
| 2025-06-09 · sale | AptaraGroup Inc. — $15,001 - $50,000 |
| 2025-06-09 · sale | Applied Materials Inc. — $15,001 - $50,000 |
| 2025-03-05 · purchase | S&P 500 future, opened — $250,001 -$500,000 |
| 2025-03-05 · sale | S&P 500 futures option, opened — $250,001 -$500,000 |
| 2025-05-02 · sale | S&P 500 Future, closed — $250,001 -$500,000 |
| 2025-05-16 · sale | FNMA (Fannie Mae) — $1,001 - $15,000 |
| 2025-05-16 · purchase | iShares 20+ Year Treasury Bond ETF — $15,001 - $50,000 |
| 2025-05-16 · sale | Financial Select Sector SPDR Fund — $15,001 - $50,000 |
| 2025-04-15 · purchase | VanEck Vectors Short High-Yield Municipal IndexETF — $100,001 -$250,000 |
| 2025-05-20 · purchase | iShares 20+ Year Treasury Bond ETF — $100,001 -$250,000 |
| 2025-06-05 · sale | FNMA (Fannie Mae) — $15,001 - $50,000 |
| 2025-06-05 · sale | iShares Transportation Average ETF — $100,001 -$250,000 |
| 2025-06-09 · sale | Amazon.com Inc. — $50,001 -$100,000 |
| 2025-06-05 · sale | Financial Select Sector SPDR Fund — $250,001 -$500,000 |
| 2025-06-13 · purchase | VanEck Vectors Short High-Yield Municipal IndexETF — $100,001 -$250,000 |
| 2025-06-09 · sale | Proctor & Gamble — $15,001 - $50,000 |
| 2025-06-09 · sale | NVR Inc. — $1,001 - $15,000 |
| 2025-06-09 · sale | Novo Nordisk — $1,001 - $15,000 |
| 2025-06-09 · sale | Keysight Technologies Inc. — $15,001 - $50,000 |
| 2025-06-09 · sale | Eli Lilly & Co. — $1,001 - $15,000 |
| 2025-06-09 · sale | Zoetis lnc — $50,001 -$100,000 |
| 2025-06-09 · sale | Zebra Technologies Corp. — $15,001 - $50,000 |
| 2025-06-09 · sale | Wyndham Hotels & Resorts Inc — $15,001 - $50,000 |
| 2025-06-09 · sale | Alphabet Inc. — $100,001 -$250,000 |
| 2025-06-09 · sale | Willscot Mobile Mini Holdings Co. — $1,001 - $15,000 |
| 2025-06-09 · sale | West Pharmaceutical Services Inc — $15,001 - $50,000 |
| 2025-06-09 · sale | Watsco Inc — $15,001 - $50,000 |
| 2025-06-09 · sale | Waste Management Inc. — $100,001 -$250,000 |
| 2025-06-09 · sale | Vulcan Materials Co. — $15,001 - $50,000 |
| 2025-06-09 · sale | Unlted Health Group — $15,001 - $50,000 |
| 2025-06-09 · sale | ULSolutions Inc. — $15,001 - $50,000 |
| 2025-06-09 · sale | Toro Co — $1,001 - $15,000 |
| 2025-06-09 · sale | Thermo Fisher Scientific Inc. — $15,001 - $50,000 |
| 2025-06-09 · sale | Texas Instruments Inc — $50,001 -$100,000 |
| 2025-06-09 · sale | Alcon Inc. — $50,001 -$100,000 |
| 2025-06-09 · sale | Take-Two Interactive Software — $15,001 - $50,000 |
| 2025-06-09 · sale | Shift4 Payments Inc. — $15,001 - $50,000 |
| 2025-06-09 · sale | S&P Global Inc — $50,001 -$100,000 |
| 2025-06-09 · sale | Progressive Corp Ohio — $15,001 - $50,000 |
| 2025-06-09 · sale | Otis Worldwide Corporation — $15,001 - $50,000 |
| 2025-06-09 · sale | Oracle Corp. — $100,001 -$250,000 |
| 2025-06-09 · sale | Nike Inc. — $15,001 - $50,000 |
| 2025-06-09 · sale | Microsoft Corp — $100,001 -$250,000 |
| 2025-06-09 · sale | Mastercard Incorporated — $100,001 -$250,000 |
| 2025-06-09 · sale | LPL Financial Holdings Inc — $15,001 - $50,000 |
| 2025-06-09 · sale | Advanced Drainage System Inc. — $15,001 - $50,000 |
| 2025-06-09 · sale | Linde PLC — $100,001 -$250,000 |
| 2025-06-09 · sale | KLA Corporation — $100,001 -$250,000 |
| 2025-06-09 · sale | Icon PLC — $15,001 - $50,000 |
| 2025-06-09 · sale | Heico Corp — $15,001 - $50,000 |
| 2025-06-09 · sale | GXO Logistics Incorporated — $15,001 - $50,000 |
| 2025-06-09 · sale | Guidewire Software Inc — $50,001 -$100,000 |
| 2025-06-09 · sale | Globant SA — $15,001 - $50,000 |
| 2025-06-09 · sale | GFL Environmental — $15,001 - $50,000 |
| 2025-06-09 · sale | Entegris Inc — $15,001 - $50,000 |
| 2025-06-09 · sale | Darling Ingredients Inc. — $15,001 - $50,000 |
| 2025-06-09 · sale | Adobe Inc — $50,001 -$100,000 |
| 2025-06-09 · sale | Costco Whotesale Corp — $50,001 -$100,000 |
| 2025-06-09 · sale | CBRE Group — $15,001 - $50,000 |