| Comcast Corporation - Class A Common Stock (CMCSA) |
CMCSA |
STOCK |
Sale
|
July 17, 2024 |
$1,001 - $15,000 |
| Allstate Corporation (ALL) |
ALL |
STOCK |
Sale
|
July 5, 2024 |
$1,001 - $15,000 |
| Allstate Corporation (ALL) |
ALL |
STOCK |
Sale
|
July 5, 2024 |
$1,001 - $15,000 |
| Atmos Energy Corporation Common Stock (ATO) |
ATO |
STOCK |
Purchase
|
July 5, 2024 |
$1,001 - $15,000 |
| Elevance Health, Inc. Common Stock (ELV) |
ELV |
STOCK |
Purchase
|
July 5, 2024 |
$1,001 - $15,000 |
| FactSet Research Systems Inc. Common Stock (FDS) |
FDS |
STOCK |
Sale
|
July 5, 2024 |
$1,001 - $15,000 |
| FactSet Research Systems Inc. Common Stock (FDS) |
FDS |
STOCK |
Sale
|
July 5, 2024 |
$1,001 - $15,000 |
| JP Morgan Chase & Co. Common Stock (JPM) |
JPM |
STOCK |
Purchase
|
July 5, 2024 |
$1,001 - $15,000 |
| Linde plc - Ordinary Shares (LIN) |
LIN |
STOCK |
Purchase
|
July 5, 2024 |
$1,001 - $15,000 |
| Linde plc - Ordinary Shares (LIN) |
LIN |
STOCK |
Purchase
|
July 5, 2024 |
$1,001 - $15,000 |
| Mastercard Incorporated Common Stock (MA) |
MA |
STOCK |
Sale
|
July 5, 2024 |
$1,001 - $15,000 |
| Mastercard Incorporated Common Stock (MA) |
MA |
STOCK |
Sale
|
July 5, 2024 |
$1,001 - $15,000 |
| Mondelez International, Inc. - Class A Common Stock (MDLZ) |
MDLZ |
STOCK |
Sale
|
July 5, 2024 |
$1,001 - $15,000 |
| Northrop Grumman Corporation Common Stock (NOC) |
NOC |
STOCK |
Sale
|
July 5, 2024 |
$1,001 - $15,000 |
| NVIDIA Corporation - Common Stock (NVDA) |
NVDA |
STOCK |
Purchase
|
July 5, 2024 |
$1,001 - $15,000 |
| NVIDIA Corporation - Common Stock (NVDA) |
NVDA |
STOCK |
Purchase
|
July 5, 2024 |
$1,001 - $15,000 |
| Oracle Corporation Common Stock |
ORCL |
STOCK |
Purchase
|
July 5, 2024 |
$1,001 - $15,000 |
| Oracle Corporation Common Stock |
ORCL |
STOCK |
Purchase
|
July 5, 2024 |
$1,001 - $15,000 |
| PNC Financial Services Group, Inc. |
PNC |
STOCK |
Sale
|
July 5, 2024 |
$1,001 - $15,000 |
| Roper Technologies, Inc. (ROP) |
ROP |
STOCK |
Purchase
|
July 5, 2024 |
$1,001 - $15,000 |
| Sherwin-Williams Company (SHW) |
SHW |
STOCK |
Purchase
|
July 5, 2024 |
$1,001 - $15,000 |
| Southern Company (SO) |
SO |
STOCK |
Purchase
|
July 5, 2024 |
$1,001 - $15,000 |
| Southern Company (SO) |
SO |
STOCK |
Purchase
|
July 5, 2024 |
$1,001 - $15,000 |
| Toronto Dominion Bank (TD) |
TD |
STOCK |
Sale
|
July 5, 2024 |
$1,001 - $15,000 |
| W.W. Grainger, Inc. Common Stock (GWW) |
GWW |
STOCK |
Purchase
|
July 5, 2024 |
$1,001 - $15,000 |
| Waste Management, Inc. Common Stock (WM) |
WM |
STOCK |
Sale (partial)
|
July 5, 2024 |
$1,001 - $15,000 |
| WEC Energy Group, Inc. Common Stock (WEC) |
WEC |
STOCK |
Sale
|
July 5, 2024 |
$1,001 - $15,000 |
| Zoetis Inc. Class A Common Stock (ZTS) |
ZTS |
STOCK |
Sale
|
July 5, 2024 |
$1,001 - $15,000 |
| Zoetis Inc. Class A Common Stock (ZTS) |
ZTS |
STOCK |
Sale
|
July 5, 2024 |
$1,001 - $15,000 |
| Amazon.com, Inc. - Common Stock (AMZN) |
AMZN |
STOCK |
Purchase
|
July 5, 2024 |
$1,001 - $15,000 |
| Amazon.com, Inc. - Common Stock (AMZN) |
AMZN |
STOCK |
Purchase
|
July 5, 2024 |
$1,001 - $15,000 |
| Berkshire Hathaway Inc. New Common Stock (BRK.B) |
BRK.B |
STOCK |
Purchase
|
July 5, 2024 |
$1,001 - $15,000 |
| Berkshire Hathaway Inc. New Common Stock (BRK.B) |
BRK.B |
STOCK |
Purchase
|
July 5, 2024 |
$1,001 - $15,000 |
| Broadcom Inc. - Common Stock (AVGO) |
AVGO |
STOCK |
Purchase
|
July 5, 2024 |
$1,001 - $15,000 |
| Broadcom Inc. - Common Stock (AVGO) |
AVGO |
STOCK |
Purchase
|
July 5, 2024 |
$1,001 - $15,000 |
| Comcast Corporation - Class A Common Stock (CMCSA) |
CMCSA |
STOCK |
Sale
|
July 5, 2024 |
$1,001 - $15,000 |
| Alphabet Inc. - Class C Capital Stock (GOOG) |
GOOG |
STOCK |
Purchase
|
July 1, 2024 |
$1,001 - $15,000 |
| WEC Energy Group, Inc. Common Stock (WEC) |
WEC |
STOCK |
Sale
|
July 1, 2024 |
$1,001 - $15,000 |
| Lockheed Martin Corporation Common Stock (LMT) |
LMT |
STOCK |
Purchase
|
July 1, 2024 |
$1,001 - $15,000 |
| PNC Financial Services Group, Inc. |
PNC |
STOCK |
Sale
|
July 1, 2024 |
$1,001 - $15,000 |
| Mondelez International, Inc. - Class A Common Stock (MDLZ) |
MDLZ |
STOCK |
Purchase
|
July 1, 2024 |
$1,001 - $15,000 |
| NextEra Energy, Inc. Common Stock (NEE) |
NEE |
STOCK |
Purchase
|
July 1, 2024 |
$1,001 - $15,000 |
| Elevance Health, Inc. Common Stock (ELV) |
ELV |
STOCK |
Purchase
|
July 1, 2024 |
$1,001 - $15,000 |
| FactSet Research Systems Inc. Common Stock (FDS) |
FDS |
STOCK |
Purchase
|
July 1, 2024 |
$1,001 - $15,000 |
| Toronto Dominion Bank (TD) |
TD |
STOCK |
Sale
|
July 1, 2024 |
$1,001 - $15,000 |
| Johnson & Johnson Common Stock (JNJ) |
JNJ |
STOCK |
Purchase
|
July 1, 2024 |
$1,001 - $15,000 |
| Northrop Grumman Corporation Common Stock (NOC) |
NOC |
STOCK |
Sale
|
July 1, 2024 |
$1,001 - $15,000 |
| JP Morgan Chase & Co. Common Stock (JPM) |
JPM |
STOCK |
Purchase
|
July 1, 2024 |
$1,001 - $15,000 |
| Tractor Supply Company - Common Stock (TSCO) |
TSCO |
STOCK |
Purchase
|
July 1, 2024 |
$1,001 - $15,000 |
| Snap-On Incorporated Common Stock (SNA) |
SNA |
STOCK |
Purchase
|
July 1, 2024 |
$1,001 - $15,000 |
| Best Buy Co., Inc. Common Stock (BBY) |
BBY |
STOCK |
Sale
|
July 1, 2024 |
$1,001 - $15,000 |
| Air Products and Chemicals, Inc. Common Stock (APD) |
APD |
STOCK |
Sale
|
Feb. 1, 2024 |
$1,001 - $15,000 |
| Snap-On Incorporated Common Stock (SNA) |
SNA |
STOCK |
Purchase
|
Feb. 1, 2024 |
$1,001 - $15,000 |
| FactSet Research Systems Inc. Common Stock (FDS) |
FDS |
STOCK |
Purchase
|
Feb. 1, 2024 |
$1,001 - $15,000 |
| Kimberly-Clark Corporation Common Stock (KMB) |
KMB |
STOCK |
Sale
|
Feb. 1, 2024 |
$1,001 - $15,000 |
| Nike, Inc. Common Stock (NKE) |
NKE |
STOCK |
Sale
|
Feb. 1, 2024 |
$1,001 - $15,000 |
| Kimberly-Clark Corporation Common Stock (KMB) |
KMB |
STOCK |
Sale
|
Feb. 1, 2024 |
$1,001 - $15,000 |
| FactSet Research Systems Inc. Common Stock (FDS) |
FDS |
STOCK |
Purchase
|
Feb. 1, 2024 |
$1,001 - $15,000 |
| Air Products and Chemicals, Inc. Common Stock (APD) |
APD |
STOCK |
Sale
|
Feb. 1, 2024 |
$1,001 - $15,000 |
| Elevance Health, Inc. Common Stock (ELV) |
ELV |
STOCK |
Purchase
|
Feb. 1, 2024 |
$1,001 - $15,000 |
| Nike, Inc. Common Stock (NKE) |
NKE |
STOCK |
Sale
|
Feb. 1, 2024 |
$1,001 - $15,000 |