| Berkshire Hathaway Inc. Common Stock (BRK.B) |
BRK.B |
STOCK |
Sale
|
Sept. 24, 2026 |
$1,001 - $15,000 |
| Biogen Inc. - Common Stock (BIIB) |
BIIB |
STOCK |
Sale
|
Sept. 24, 2026 |
$1,001 - $15,000 |
| Boeing Company (BA) |
BA |
STOCK |
Sale
|
Sept. 24, 2026 |
$1,001 - $15,000 |
| Brookfield Renewable Partners L.P. Limited Partnership Units (BEP) |
BEP |
STOCK |
Sale
|
Sept. 24, 2026 |
$1,001 - $15,000 |
| Honeywell International Inc. (HON) |
HON |
STOCK |
Sale
|
Sept. 24, 2026 |
$1,001 - $15,000 |
| Marvell Technology, Inc. - Common Stock (MRVL) |
MRVL |
STOCK |
Sale
|
Sept. 24, 2026 |
$1,001 - $15,000 |
| Merck & Company, Inc. Common Stock (MRK) |
MRK |
STOCK |
Sale
|
Sept. 24, 2026 |
$1,001 - $15,000 |
| Meta Platforms, Inc. - Class A Common Stock (META) |
META |
STOCK |
Sale
|
Sept. 24, 2026 |
$1,001 - $15,000 |
| Microsoft Corporation - Common Stock (MSFT) |
MSFT |
STOCK |
Sale
|
Sept. 24, 2026 |
$1,001 - $15,000 |
| Moderna, Inc. - Common Stock (MRNA) |
MRNA |
STOCK |
Sale
|
Sept. 24, 2026 |
$1,001 - $15,000 |
| Okta, Inc. - Class A Common Stock (OKTA) |
OKTA |
STOCK |
Sale
|
Sept. 24, 2026 |
$1,001 - $15,000 |
| Peloton Interactive, Inc. - Common Stock (PTON) |
PTON |
STOCK |
Sale
|
Sept. 24, 2026 |
$1,001 - $15,000 |
| RH Common Stock (RH) |
RH |
STOCK |
Sale
|
Sept. 24, 2026 |
$1,001 - $15,000 |
| Salesforce, Inc. Common Stock (CRM) |
CRM |
STOCK |
Sale
|
Sept. 24, 2026 |
$1,001 - $15,000 |
| Snowflake Inc. Common Stock (SNOW) |
SNOW |
STOCK |
Sale
|
Sept. 24, 2026 |
$1,001 - $15,000 |
| Space Exploration Technologies Corp. - Class A Common Stock (SPCX) |
SPCX |
PRIVATE EQUITY |
Sale
|
Sept. 24, 2026 |
$1,001 - $15,000 |
| United Rentals, Inc. Common Stock (URI) |
URI |
STOCK |
Sale
|
Sept. 24, 2026 |
$1,001 - $15,000 |
| UnitedHealth Group Incorporated Common Stock (UNH) |
UNH |
STOCK |
Sale
|
Sept. 24, 2026 |
$1,001 - $15,000 |
| Chubb Limited Common Stock (CB) |
CB |
STOCK |
Sale
|
Sept. 24, 2026 |
$1,001 - $15,000 |
| Cisco Systems, Inc. - Common Stock (CSCO) |
CSCO |
STOCK |
Sale
|
Sept. 24, 2026 |
$15,001 - $50,000 |
| Cisco Systems, Inc. - Common Stock (CSCO) |
CSCO |
STOCK |
Sale
|
Sept. 24, 2026 |
$1,001 - $15,000 |
| Citigroup, Inc. Common Stock (C) |
C |
STOCK |
Sale
|
Sept. 24, 2026 |
$1,001 - $15,000 |
| Corning Incorporated Common Stock (GLW) |
GLW |
STOCK |
Sale
|
Sept. 24, 2026 |
$1,001 - $15,000 |
| Datadog, Inc. - Class A Common Stock (DDOG) |
DDOG |
STOCK |
Sale
|
Sept. 24, 2026 |
$1,001 - $15,000 |
| FedEx Corporation Common Stock (FDX) |
FDX |
STOCK |
Sale
|
Sept. 24, 2026 |
$1,001 - $15,000 |
| GE Aerospace Common Stock (GE) |
GE |
STOCK |
Sale
|
Sept. 24, 2026 |
$1,001 - $15,000 |
| Goldman Sachs Group, Inc. (GS) |
GS |
STOCK |
Sale
|
Sept. 24, 2026 |
$1,001 - $15,000 |
| Honeywell Aerospace Inc. - Common Stock (HONA) |
HON |
STOCK |
Sale
|
Sept. 24, 2026 |
$1,001 - $15,000 |
| Meta Platforms, Inc. - Class A Common Stock (META) |
META |
STOCK |
Purchase
|
Sept. 22, 2026 |
$1,001 - $15,000 |
| Meta Platforms, Inc. - Class A Common Stock (META) |
META |
STOCK |
Purchase
|
Sept. 22, 2026 |
$1,001 - $15,000 |
| Cisco Systems, Inc. - Common Stock (CSCO) |
CSCO |
STOCK |
Sale
|
Sept. 8, 2026 |
$1,001 - $15,000 |
| Corning Incorporated Common Stock (GLW) |
GLW |
STOCK |
Purchase
|
Sept. 8, 2026 |
$1,001 - $15,000 |
| Corning Incorporated Common Stock (GLW) |
GLW |
STOCK |
Purchase
|
Sept. 8, 2026 |
$1,001 - $15,000 |
| Corning Incorporated Common Stock (GLW) |
GLW |
STOCK |
Sale
|
Sept. 4, 2026 |
$1,001 - $15,000 |
| Snowflake Inc. Common Stock (SNOW) |
SNOW |
STOCK |
Purchase
|
Sept. 4, 2026 |
$15,001 - $50,000 |
| Snowflake Inc. Common Stock (SNOW) |
SNOW |
STOCK |
Purchase
|
Sept. 4, 2026 |
$1,001 - $15,000 |
| Okta, Inc. - Class A Common Stock (OKTA) |
OKTA |
STOCK |
Purchase
|
Sept. 4, 2026 |
$1,001 - $15,000 |
| Okta, Inc. - Class A Common Stock (OKTA) |
OKTA |
STOCK |
Purchase
|
Sept. 4, 2026 |
$1,001 - $15,000 |
| International Business Machines Corporation Common Stock (IBM) |
IBM |
STOCK |
Sale
|
Sept. 4, 2026 |
$1,001 - $15,000 |
| Corning Incorporated Common Stock (GLW) |
GLW |
STOCK |
Sale
|
Sept. 4, 2026 |
$1,001 - $15,000 |
| International Business Machines Corporation Common Stock (IBM) |
IBM |
STOCK |
Sale
|
Sept. 4, 2026 |
$1,001 - $15,000 |
| Chevron Corporation Common Stock (CVX) |
CVX |
STOCK |
Purchase
|
Sept. 2, 2026 |
$1,001 - $15,000 |