| Mar 31, 2026 | GEGE Aerospace Common Stock (GE) | Purchase | $1,001 – $15,000 | Self | Read |
| Mar 31, 2026 | CMICummins Inc. Common Stock (CMI) | Partial sale | $1,001 – $15,000 | Self | Read |
| Mar 31, 2026 | CBChubb Limited Common Stock (CB) | Purchase | $1,001 – $15,000 | Self | Read |
| Mar 31, 2026 | CORCencora, Inc. Common Stock (COR) | Purchase | $1,001 – $15,000 | Self | Read |
| Mar 31, 2026 | AVGOBroadcom Inc. - Common Stock (AVGO) | Purchase | $1,001 – $15,000 | Self | Read |
| Mar 31, 2026 | ASMLASML Holding N.V. - New York Registry Shares (ASML) | Purchase | $1,001 – $15,000 | Self | Read |
| Mar 23, 2026 | TSCOTractor Supply Company - Common Stock (TSCO) $50,000 | Sale | Over $15,001 | Self | Read |
| Mar 23, 2026 | TSCOTractor Supply Company - Common Stock (TSCO) | Sale | $1,001 – $15,000 | Dependent child | Read |
| Mar 23, 2026 | TJXTJX Companies, Inc. (TJX) | Purchase | $1,001 – $15,000 | Self | Read |
| Mar 23, 2026 | PHParker-Hannifin Corporation Common Stock (PH) | Purchase | $1,001 – $15,000 | Self | Read |
| Mar 23, 2026 | PHParker-Hannifin Corporation Common Stock (PH) | Purchase | $1,001 – $15,000 | Dependent child | Read |
| Mar 23, 2026 | PANWPalo Alto Networks, Inc. (PANW) | Purchase | $1,001 – $15,000 | Self | Read |
| Mar 23, 2026 | PANWPalo Alto Networks, Inc. (PANW) | Purchase | $1,001 – $15,000 | Dependent child | Read |
| Mar 23, 2026 | ORCLOracle Corporation Common Stock (ORCL) $50,000 | Sale | Over $15,001 | Self | Read |
| Mar 23, 2026 | ORCLOracle Corporation Common Stock (ORCL) | Sale | $1,001 – $15,000 | Dependent child | Read |
| Mar 23, 2026 | MSIMotorola Solutions, Inc. Common Stock (MSI) | Purchase | $1,001 – $15,000 | Self | Read |
| Mar 23, 2026 | MSIMotorola Solutions, Inc. Common Stock (MSI) | Purchase | $1,001 – $15,000 | Dependent child | Read |
| Mar 23, 2026 | MNSTMonster Beverage Corporation - Common Stock (MNST) | Purchase | $1,001 – $15,000 | Self | Read |
| Mar 23, 2026 | MNSTMonster Beverage Corporation - Common Stock (MNST) | Purchase | $1,001 – $15,000 | Dependent child | Read |
| Mar 23, 2026 | GDGeneral Dynamics Corporation Common Stock (GD) | Purchase | $1,001 – $15,000 | Self | Read |
| Mar 23, 2026 | GDGeneral Dynamics Corporation Common Stock (GD) | Purchase | $1,001 – $15,000 | Dependent child | Read |
| Mar 23, 2026 | GEGE Aerospace Common Stock (GE) | Purchase | $1,001 – $15,000 | Self | Read |
| Mar 23, 2026 | GEGE Aerospace Common Stock (GE) | Purchase | $1,001 – $15,000 | Dependent child | Read |
| Mar 23, 2026 | CORCencora, Inc. Common Stock (COR) | Purchase | $1,001 – $15,000 | Self | Read |
| Mar 23, 2026 | CORCencora, Inc. Common Stock (COR) | Purchase | $1,001 – $15,000 | Dependent child | Read |
| Mar 23, 2026 | BROBrown & Brown, Inc. Common Stock (BRO) | Sale | $1,001 – $15,000 | Self | Read |
| Mar 23, 2026 | BROBrown & Brown, Inc. Common Stock (BRO) | Sale | $1,001 – $15,000 | Dependent child | Read |
| Mar 23, 2026 | ADPAutomatic Data Processing, Inc. - Common Stock (ADP) | Sale | $1,001 – $15,000 | Self | Read |
| Mar 23, 2026 | ADPAutomatic Data Processing, Inc. - Common Stock (ADP) | Sale | $1,001 – $15,000 | Dependent child | Read |
| Mar 23, 2026 | ASMLASML Holding N.V. - New York Registry Shares (ASML) | Purchase | $1,001 – $15,000 | Self | Read |
| Mar 23, 2026 | ASMLASML Holding N.V. - New York Registry Shares (ASML) | Purchase | $1,001 – $15,000 | Dependent child | Read |
| Mar 23, 2026 | ACNAccenture plc Class A Ordinary Shares (ACN) | Sale | $1,001 – $15,000 | Self | Read |
| Mar 23, 2026 | ACNAccenture plc Class A Ordinary Shares (ACN) | Sale | $1,001 – $15,000 | Dependent child | Read |
| Feb 27, 2026 | ROPRoper Technologies, Inc. (ROP) | Sale | $1,001 – $15,000 | Self | Read |
| Feb 27, 2026 | ROPRoper Technologies, Inc. (ROP) | Sale | $1,001 – $15,000 | Dependent child | Read |
| Dec 2, 2025 | SOSouthern Company (SO) | Purchase | $1,001 – $15,000 | Self | Read |
| Dec 2, 2025 | PEGPublic Service Enterprise Group Incorporated Common Stock (PEG) | Purchase | $1,001 – $15,000 | Self | Read |
| Dec 2, 2025 | PEPPepsico, Inc. (PEP) | Sale | $15,001 – $50,000 | Self | Read |
| Dec 2, 2025 | PEPPepsico, Inc. (PEP) | Sale | $1,001 – $15,000 | Dependent child | Read |
| Dec 2, 2025 | MCKMcKesson Corporation Common Stock (MCK) | Purchase | $1,001 – $15,000 | Self | Read |
| Dec 2, 2025 | MCKMcKesson Corporation Common Stock (MCK) | Purchase | $1,001 – $15,000 | Dependent child | Read |
| Dec 2, 2025 | ATOAtmos Energy Corporation Common Stock (ATO) | Purchase | $1,001 – $15,000 | Self | Read |
| Oct 10, 2025 | TXNTexas Instruments Incorporated - Common Stock (TXN) $50,000 | Sale | Over $15,001 | Self | Read |
| Oct 10, 2025 | TXNTexas Instruments Incorporated - Common Stock (TXN) | Sale | $1,001 – $15,000 | Dependent child | Read |
| Oct 10, 2025 | TSMTaiwan Semiconductor Manufacturing Company Ltd. (TSM) | Purchase | $1,001 – $15,000 | Dependent child | Read |
| Oct 10, 2025 | TSMTaiwan Semiconductor Manufacturing Company Ltd. (TSM) | Purchase | $1,001 – $15,000 | Self | Read |
| Oct 10, 2025 | —Taiwan Semiconductor | Purchase | $1,001 – $15,000 | Dependent child | Read |
| Oct 10, 2025 | SHWSherwin-Williams Company (SHW) $50,000 | Sale | Over $15,001 | Self | Read |
| Oct 10, 2025 | SHWSherwin-Williams Company (SHW) | Sale | $1,001 – $15,000 | Dependent child | Read |
| Oct 10, 2025 | MCKMcKesson Corporation Common Stock (MCK) | Purchase | $1,001 – $15,000 | Dependent child | Read |
| Oct 10, 2025 | JNJJohnson & Johnson Common Stock (JNJ) | Partial sale | $1,001 – $15,000 | Dependent child | Read |
| Oct 10, 2025 | DELLDell Technologies Inc. Class C Common Stock (DELL) $50,000 | Purchase | Over $15,001 | Self | Read |
| Oct 10, 2025 | DELLDell Technologies Inc. Class C Common Stock (DELL) | Purchase | $1,001 – $15,000 | Dependent child | Read |
| Oct 10, 2025 | CSCOCisco Systems, Inc. - Common Stock (CSCO) $50,000 | Purchase | Over $15,001 | Self | Read |
| Oct 10, 2025 | CSCOCisco Systems, Inc. - Common Stock (CSCO) | Purchase | $1,001 – $15,000 | Dependent child | Read |
| Oct 10, 2025 | CARRCarrier Global Corporation Common Stock (CARR) | Sale | $1,001 – $15,000 | Self | Read |
| Oct 10, 2025 | CARRCarrier Global Corporation Common Stock (CARR) | Sale | $1,001 – $15,000 | Dependent child | Read |
| Oct 10, 2025 | AVGOBroadcom Inc. - Common Stock (AVGO) $50,000 | Purchase | Over $15,001 | Self | Read |
| Oct 10, 2025 | AVGOBroadcom Inc. - Common Stock (AVGO) | Purchase | $1,001 – $15,000 | Dependent child | Read |
| May 15, 2025 | UNHUnitedHealth Group Incorporated Common Stock (UNH) | Sale | $1,001 – $15,000 | Self | Read |
| May 15, 2025 | UNHUnitedHealth Group Incorporated Common Stock (UNH) | Sale | $1,001 – $15,000 | Dependent child | Read |
| May 15, 2025 | CIThe Cigna Group Common Stock (CI) | Purchase | $1,001 – $15,000 | Self | Read |
| May 15, 2025 | CIThe Cigna Group Common Stock (CI) | Purchase | $1,001 – $15,000 | Dependent child | Read |
| May 15, 2025 | HCAHCA Healthcare, Inc. Common Stock (HCA) | Purchase | $1,001 – $15,000 | Dependent child | Read |
| May 15, 2025 | HCAHCA Healthcare, Inc. Common Stock (HCA) | Purchase | $1,001 – $15,000 | Self | Read |
| Apr 10, 2025 | SBUXStarbucks Corporation - Common Stock (SBUX) | Sale | $1,001 – $15,000 | Self | Read |
| Apr 10, 2025 | SBUXStarbucks Corporation - Common Stock (SBUX) | Sale | $1,001 – $15,000 | Dependent child | Read |
| Apr 7, 2025 | VVisa Inc. (V) | Purchase | $1,001 – $15,000 | Self | Read |
| Apr 7, 2025 | TSCOTractor Supply Company - Common Stock (TSCO) | Purchase | $1,001 – $15,000 | Self | Read |
| Apr 7, 2025 | TJXTJX Companies, Inc. (TJX) | Purchase | $1,001 – $15,000 | Self | Read |
| Apr 7, 2025 | TXNTexas Instruments Incorporated - Common Stock (TXN) | Purchase | $1,001 – $15,000 | Self | Read |
| Apr 7, 2025 | SYKStryker Corporation Common Stock (SYK) | Purchase | $1,001 – $15,000 | Self | Read |
| Apr 7, 2025 | SOSouthern Company (SO) | Purchase | $1,001 – $15,000 | Self | Read |
| Apr 7, 2025 | SHWSherwin-Williams Company (SHW) | Purchase | $1,001 – $15,000 | Self | Read |
| Apr 7, 2025 | RPMRPM International Inc. Common Stock (RPM) | Purchase | $1,001 – $15,000 | Self | Read |
| Apr 7, 2025 | QCOMQUALCOMM Incorporated - Common Stock (QCOM) | Purchase | $1,001 – $15,000 | Self | Read |
| Apr 7, 2025 | PEPPepsico, Inc. (PEP) | Purchase | $1,001 – $15,000 | Self | Read |
| Apr 7, 2025 | ORCLOracle Corporation Common Stock (ORCL) | Purchase | $1,001 – $15,000 | Self | Read |
| Apr 7, 2025 | NEENextEra Energy, Inc. Common Stock (NEE) | Sale | $1,001 – $15,000 | Self | Read |
| Apr 7, 2025 | LMTLockheed Martin Corporation Common Stock (LMT) | Purchase | $1,001 – $15,000 | Self | Read |
| Apr 7, 2025 | LINLinde plc - Ordinary Shares (LIN) | Purchase | $1,001 – $15,000 | Self | Read |
| Apr 7, 2025 | LECOLincoln Electric Holdings, Inc. - Common Shares (LECO) | Sale | $1,001 – $15,000 | Self | Read |
| Apr 7, 2025 | ITWIllinois Tool Works Inc. Common Stock (ITW) | Purchase | $1,001 – $15,000 | Self | Read |
| Apr 7, 2025 | HONHoneywell International Inc. (HON) | Purchase | $1,001 – $15,000 | Self | Read |
| Apr 7, 2025 | CARRCarrier Global Corporation Common Stock (CARR) | Purchase | $1,001 – $15,000 | Self | Read |
| Apr 7, 2025 | AMZNAmazon.com, Inc. - Common Stock (AMZN) | Purchase | $1,001 – $15,000 | Self | Read |
| Apr 7, 2025 | ACNAccenture plc Class A Ordinary Shares (ACN) | Purchase | $1,001 – $15,000 | Self | Read |
| Apr 7, 2025 | ABBVAbbVie Inc. Common Stock (ABBV) | Purchase | $1,001 – $15,000 | Self | Read |
| Mar 11, 2025 | AVGOBroadcom Inc. - Common Stock (AVGO) $50,000 | Sale | Over $15,001 | Self | Read |
| Mar 10, 2025 | TJXTJX Companies, Inc. (TJX) | Purchase | $1,001 – $15,000 | Self | Read |
| Mar 10, 2025 | TJXTJX Companies, Inc. (TJX) | Purchase | $1,001 – $15,000 | Dependent child | Read |
| Mar 10, 2025 | GLDWSPDR Long Dollar Gold Trust (GLDW) | Purchase | $1,001 – $15,000 | Self | Read |
| Mar 10, 2025 | GLDWSPDR Long Dollar Gold Trust (GLDW) | Purchase | $1,001 – $15,000 | Dependent child | Read |
| Mar 10, 2025 | ELVElevance Health, Inc. Common Stock (ELV) | Sale | $1,001 – $15,000 | Self | Read |
| Mar 10, 2025 | ELVElevance Health, Inc. Common Stock (ELV) | Sale | $1,001 – $15,000 | Dependent child | Read |
| Mar 10, 2025 | AVGOBroadcom Inc. - Common Stock (AVGO) | Sale | $1,001 – $15,000 | Dependent child | Read |
| Feb 13, 2025 | WSTWest Pharmaceutical Services, Inc. Common Stock (WST) | Sale | $1,001 – $15,000 | Dependent child | Read |
| Jan 15, 2025 | SYKStryker Corporation Common Stock (SYK) | Purchase | $1,001 – $15,000 | Dependent child | Read |
| Jan 15, 2025 | —Merck & Company, Inc. Common | Sale | $1,001 – $15,000 | Self | Read |
| Jan 15, 2025 | MRKMerck & Company, Inc. Common Stock (MRK) | Sale | $1,001 – $15,000 | Dependent child | Read |
| Jan 15, 2025 | MCKMcKesson Corporation Common Stock (MCK) | Purchase | $1,001 – $15,000 | Dependent child | Read |
| Jan 15, 2025 | MCKMcKesson Corporation Common Stock (MCK) | Purchase | $1,001 – $15,000 | Self | Read |
| Jan 15, 2025 | CNICanadian National Railway Company Common Stock (CNI) | Sale | $1,001 – $15,000 | Self | Read |
| Jan 15, 2025 | CNICanadian National Railway Company Common Stock (CNI) | Sale | $1,001 – $15,000 | Dependent child | Read |
| Jan 15, 2025 | ABBVAbbVie Inc. Common Stock (ABBV) | Purchase | $1,001 – $15,000 | Self | Read |
| Jan 15, 2025 | ABBVAbbVie Inc. Common Stock (ABBV) | Purchase | $1,001 – $15,000 | Dependent child | Read |
| Jan 15, 2025 | ABTAbbott Laboratories Common Stock (ABT) | Sale | $1,001 – $15,000 | Dependent child | Read |
| Jan 15, 2025 | ABTAbbott Laboratories Common Stock (ABT) | Sale | $1,001 – $15,000 | Self | Read |
