| SERVICETITAN INC CLASS A |
SITI |
STOCK |
purchase
|
|
$1,001 - $15,000 |
| LINDE PLC F |
LIN |
STOCK |
purchase
|
|
$1,001 - $15,000 |
| EXPEDITORS INTL WASH INC UNSOLICITED |
EXPD |
STOCK |
purchase
|
|
$15,001 - $50,000 |
| LIVERAMP HLDGS INC |
RMP |
STOCK |
purchase
|
|
$15,001 - $50,000 |
| MSCI INC UNSOLICITED |
MSCI |
STOCK |
purchase
|
|
$15,001 - $50,000 |
| CBOE GLOBAL MARKETS INC UNSOLICITED |
CBOE |
STOCK |
purchase
|
|
$15,001 - $50,000 |
| ZEBRA TECHNOLOGIES CORP CL A UNSOLICITED |
ZBRA |
STOCK |
purchase
|
|
$15,001 - $50,000 |
| MODERNA INC UNSOLICITED |
MRNA |
STOCK |
purchase
|
|
$15,001 - $50,000 |
| FEDEX CORP UNSOLICITED |
FDX |
STOCK |
purchase
|
|
$15,001 - $50,000 |
| EDISON INTL UNSOLICITED |
EIX |
STOCK |
purchase
|
|
$15,001 - $50,000 |
| EPAM SYSTEMS INC UNSOLICITED |
EPAM |
STOCK |
purchase
|
|
$15,001 - $50,000 |
| FORTIVE CORP UNSOLICITED |
FTV |
STOCK |
purchase
|
|
$15,001 - $50,000 |
| BEACON FKN CORP |
|
STOCK |
purchase
|
|
$15,001 - $50,000 |
| NIK ENERGY INC NEW UNSOLICITED |
|
STOCK |
purchase
|
|
$15,001 - $50,000 |
| PAYPAL HOLDINGS INC UNSOLICITED |
PYPL |
STOCK |
purchase
|
|
$15,001 - $50,000 |
| AIRBNB INC CL A UNSOLICITED |
ABNB |
STOCK |
purchase
|
|
$15,001 - $50,000 |
| CHUBB LTD UNSOLICITED |
CB |
STOCK |
purchase
|
|
$15,001 - $50,000 |
| VERTEX PHARMACEUTICAL INC UNSOLICITED |
VRTX |
STOCK |
purchase
|
|
$15,001 - $50,000 |
| ACCENTURE PLC IRELAND CL A UNSOLICITED |
ACN |
STOCK |
purchase
|
|
$15,001 - $50,000 |
| APTIV PLC UNSOLICITED |
APTV |
STOCK |
purchase
|
|
$15,001 - $50,000 |
| UNITED PARCEL SERVICE INC CL B UNSOLICITED |
UPS |
STOCK |
purchase
|
|
$15,001 - $50,000 |
| META PLATFORMS INC CL A UNSOLICITED |
META |
STOCK |
sale
|
|
$500,001 - $1,000,000 |
| DIGITAL RLTY TR INC REIT |
DLR |
REAL ESTATE |
purchase
|
|
$1,001 - $15,000 |
| SEAGATE TECHNOLOGY HOLDINGS PUBLIC LTD CO |
STX |
STOCK |
purchase
|
|
$1,001 - $15,000 |
| SENTINELONE INC CLASS A |
S |
STOCK |
purchase
|
|
$1,001 - $15,000 |
| AIR PRODUCTS & CHEMS INC |
APD |
STOCK |
purchase
|
|
$1,001 - $15,000 |
| NORTHROP GRUMMAN CORP |
NOC |
STOCK |
purchase
|
|
$1,001 - $15,000 |
| AMGEN INC |
AMGN |
STOCK |
purchase
|
|
$1,001 - $15,000 |
| OCCIDENTAL PETE CORP |
OXY |
STOCK |
purchase
|
|
$1,001 - $15,000 |
| LUMENTUM HLDGS INC |
LITE |
STOCK |
purchase
|
|
$1,001 - $15,000 |
| SHERWIN-WILLIAMS CO |
SHW |
STOCK |
purchase
|
|
$1,001 - $15,000 |
| GENUINE PARTS CO |
GP |
STOCK |
purchase
|
|
$1,001 - $15,000 |
| PTC INC |
PTC |
STOCK |
purchase
|
|
$1,001 - $15,000 |
| CAPITAL ONE FINL CORP |
COF |
STOCK |
purchase
|
|
$1,001 - $15,000 |
| KLA CORP |
KLAC |
STOCK |
purchase
|
|
$1,001 - $15,000 |
| BLACKROCK INC NEW |
BLK |
STOCK |
purchase
|
|
$1,001 - $15,000 |
| VISA INC CLASS A |
V |
STOCK |
purchase
|
|
$1,001 - $15,000 |
| ATLASSIAN CORP CL A |
TEAM |
STOCK |
purchase
|
|
$1,001 - $15,000 |
| CHURCH & DWIGHT INC |
CHD |
STOCK |
purchase
|
|
$1,001 - $15,000 |
| OMNIVISION GROUP INC |
|
STOCK |
purchase
|
|
$1,001 - $15,000 |
| ESAB CORP |
ESAB |
STOCK |
purchase
|
|
$1,001 - $15,000 |
| TRIMBLE INC |
TRMB |
STOCK |
purchase
|
|
$1,001 - $15,000 |
| HCA HEALTHCARE INC |
HCA |
STOCK |
purchase
|
|
$1,001 - $15,000 |
| CARPENTER TECHNOLOGY COR |
PRS |
STOCK |
purchase
|
|
$1,001 - $15,000 |
| THE TRADE DESK INC CLASS A |
TTD |
STOCK |
purchase
|
|
$1,001 - $15,000 |
| HOME DEPOT INC |
HD |
STOCK |
purchase
|
|
$1,001 - $15,000 |
| THE CAMPBELL'S CO |
CPB |
STOCK |
purchase
|
|
$1,001 - $15,000 |
| CHENIERE ENERGY INC |
LNG |
STOCK |
purchase
|
|
$1,001 - $15,000 |
| TE CONNECTIVITY PLC ORD SHS |
TEL |
STOCK |
purchase
|
|
$1,001 - $15,000 |
| STRATEGY INC CLASS A |
|
STOCK |
purchase
|
|
$1,001 - $15,000 |
| NVIDIA CORP |
NVDA |
STOCK |
purchase
|
|
$1,001 - $15,000 |
| KLA CORP |
KLAC |
STOCK |
purchase
|
|
$1,001 - $15,000 |
| ROYAL GOLD INC |
RGLD |
STOCK |
purchase
|
|
$1,001 - $15,000 |
| SOLVENTUM CORP |
SOLV |
STOCK |
sale
|
|
$1,001 - $15,000 |
| AMETEK INC (NEW) UNSOLICITED |
AME |
STOCK |
purchase
|
|
$15,001 - $50,000 |
| GARMIN LTD SHS UNSOLICITED |
GRMN |
STOCK |
purchase
|
|
$15,001 - $50,000 |
| SCHWAB CHARLES CORP NEW UNSOLICITED |
SCHW |
STOCK |
purchase
|
|
$15,001 - $50,000 |
| MORGAN STANLEY UNSOLICITED |
MS |
STOCK |
purchase
|
|
$15,001 - $50,000 |
| PRA GROUP INC UNSOLICITED |
PRA |
STOCK |
purchase
|
|
$15,001 - $50,000 |
| PC & E S CORP (HOLDING COMPANY) UNSOLICITED |
|
PRIVATE EQUITY |
purchase
|
|
$15,001 - $50,000 |
| BOSE CASCADE CO |
|
PRIVATE EQUITY |
purchase
|
|
$15,001 - $50,000 |
| COVESTIS INC |
|
STOCK |
purchase
|
|
$15,001 - $50,000 |
| ZIMMERBIOMAN PHARMACEUTICALS INC UNSOLICITED |
ZBH |
STOCK |
purchase
|
|
$15,001 - $50,000 |
| SHUTTERSTOCK INC MERGER ELECTION EXP) 03/31/26 |
STCK |
STOCK |
purchase
|
|
$15,001 - $50,000 |
| DOORDASH INC CL A UNSOLICITED |
DASH |
STOCK |
purchase
|
|
$15,001 - $50,000 |
| WEC ENERGY GROUP INC COM UNSOLICITED |
WEC |
STOCK |
purchase
|
|
$15,001 - $50,000 |
| STRYKER CORP UNSOLICITED |
SYK |
STOCK |
purchase
|
|
$15,001 - $50,000 |
| AMER ELECTRIC POWER CO UNSOLICITED |
AEP |
STOCK |
purchase
|
|
$15,001 - $50,000 |
| HIGHWOODS PPTYS INC REIT |
HSST |
REAL ESTATE |
sale
|
|
$15,001 - $50,000 |
| SAREPTA THERAPEUTICS INC |
SRPT |
STOCK |
sale
|
March 30, 2028 |
$1,001 - $15,000 |
| PIPER SANDLER COS |
|
nan |
sale
|
March 30, 2028 |
$1,001 - $15,000 |
| LINCOLN NATL CORP IND |
LNC |
STOCK |
sale
|
March 30, 2028 |
$1,001 - $15,000 |
| IMPINJ INC |
PI |
STOCK |
sale
|
March 30, 2028 |
$1,001 - $15,000 |
| UPSTART HOLDINGS INC EQUITY |
UPST |
STOCK |
sale
|
March 30, 2028 |
$1,001 - $15,000 |
| FREESHIRE INC |
|
nan |
sale
|
March 30, 2028 |
$1,001 - $15,000 |
| Synchrony Fin Corp Common Stock Option Discretion Exercised |
SYF |
OPTION |
sale
|
March 30, 2028 |
$1,001 - $15,000 |
| GOGO INC |
GOGO |
STOCK |
sale
|
March 30, 2028 |
$1,001 - $15,000 |
| META PLATFORMS INC CLASS A |
META |
STOCK |
sale
|
March 29, 2028 |
$1,001 - $15,000 |
| Snowflake Inc Com Solicited Option Discretion Exercised |
SNOW |
OPTION |
sale
|
March 27, 2028 |
$1,001 - $15,000 |
| DoorDash Inc Cl A Solicited Option Discretion Exercised |
DASH |
OPTION |
sale
|
March 27, 2028 |
$1,001 - $15,000 |
| ABBOTT LABS |
ABT |
STOCK |
sale
|
March 26, 2028 |
$1,001 - $15,000 |
| VISA INC CLASS A |
V |
STOCK |
sale
|
March 26, 2028 |
$1,001 - $15,000 |
| THE CIGNA GROUP |
CI |
STOCK |
sale
|
March 18, 2028 |
$1,001 - $15,000 |
| FREE INDTY CO CLASS A |
FRE |
STOCK |
sale
|
March 18, 2028 |
$1,001 - $15,000 |
| AMCOR PLC F |
AMCR |
STOCK |
sale
|
March 18, 2028 |
$1,001 - $15,000 |
| CARVANA CO CLASS A |
CVNA |
STOCK |
purchase
|
March 17, 2028 |
$1,001 - $15,000 |
| Intuitive Surgical Corp Com Solicited Option Discretion Exercised |
ISRG |
OPTION |
sale
|
March 7, 2028 |
$1,001 - $15,000 |
| Trane Technologies Plc Shs IsIssued0bb0b0b0b0b0b67 Solicited Option Discretion Exercised |
TT |
STOCK |
sale
|
March 6, 2028 |
$1,001 - $15,000 |
| PepsiCo Inc Com Solicited Option Discretion Exercised |
PEP |
OPTION |
sale
|
March 6, 2028 |
$1,001 - $15,000 |
| Snap On Inc Com Solicited Option Discretion Exercised |
SNA |
OPTION |
sale
|
March 6, 2028 |
$1,001 - $15,000 |
| Newmont Corp Com Solicited Option Discretion Exercised |
NEM |
OPTION |
sale
|
March 6, 2028 |
$1,001 - $15,000 |
| BLACKSTONE INC |
BX |
STOCK |
sale
|
March 4, 2028 |
$1,001 - $15,000 |
| ASTRANA HEALTH INC |
ASTH |
STOCK |
sale
|
Feb. 26, 2028 |
$1,001 - $15,000 |
| SABER CORP |
|
nan |
sale
|
Feb. 26, 2028 |
$1,001 - $15,000 |
| ACCENTURE PLC IRELAND F CLASS A |
ACN |
STOCK |
sale
|
Feb. 23, 2028 |
$1,001 - $15,000 |
| SERVICENOW INC |
NOW |
STOCK |
sale
|
Feb. 23, 2028 |
$1,001 - $15,000 |
| AVALONBAY CMTY INC REIT |
AVB |
REAL ESTATE |
sale
|
Feb. 12, 2028 |
$1,001 - $15,000 |
| BANNER CORP |
BANR |
STOCK |
sale
|
Jan. 28, 2028 |
$1,001 - $15,000 |
| PRODYNE INC |
|
PRIVATE EQUITY |
sale
|
Jan. 26, 2028 |
$1,001 - $15,000 |
| VITAL FARMS INC |
VITL |
STOCK |
sale
|
Jan. 26, 2028 |
$1,001 - $15,000 |
| THE CIGNA GROUP |
CI |
STOCK |
sale
|
Jan. 12, 2028 |
$1,001 - $15,000 |
| CREDIT ACCEP CORP MICH |
|
BOND |
sale
|
Jan. 12, 2028 |
$1,001 - $15,000 |
| PVH CORP |
PVH |
STOCK |
sale
|
Jan. 12, 2028 |
$1,001 - $15,000 |
| INSPIRE MED SYS INC |
INSP |
STOCK |
sale
|
May 6, 2026 |
$15,001 - $50,000 |
| INTUITIVE SURGICAL INC UNSOLICITED |
ISRG |
STOCK |
purchase
|
March 31, 2026 |
$50,001 - $100,000 |
| RESMED INC UNSOLICITED |
RMD |
STOCK |
purchase
|
March 31, 2026 |
$50,001 - $100,000 |
| ADORE INC (DALLANE) UNSOLICITED |
|
PRIVATE EQUITY |
purchase
|
March 31, 2026 |
$50,001 - $100,000 |
| ARLO TECHNOLOGIES INC |
ARLO |
STOCK |
purchase
|
March 30, 2026 |
$15,001 - $50,000 |
| CORVEL CORP |
|
PRIVATE EQUITY |
purchase
|
March 30, 2026 |
$15,001 - $50,000 |
| SAFEHOLD INC REIT REIT |
SAFE |
REAL ESTATE |
purchase
|
March 30, 2026 |
$15,001 - $50,000 |
| VITA COCO CO INC |
VITA |
STOCK |
purchase
|
March 30, 2026 |
$15,001 - $50,000 |
| WENDYS CO CLASS A |
WEN |
STOCK |
purchase
|
March 30, 2026 |
$15,001 - $50,000 |
| CHEESECAKE FACTORY INC |
CAKE |
STOCK |
sale
|
March 30, 2026 |
$15,001 - $50,000 |
| ULTRA CLEAN HLDGS INC |
UCLN |
STOCK |
sale
|
March 30, 2026 |
$15,001 - $50,000 |
| MARTIN TMAH LTD |
|
PRIVATE EQUITY |
sale
|
March 30, 2026 |
$15,001 - $50,000 |
| NTNL BK HLDGS CORP A CLASS A |
NBH |
STOCK |
sale
|
March 30, 2026 |
$15,001 - $50,000 |
| MASTERBRAND INC |
MSTRND |
STOCK |
purchase
|
March 30, 2026 |
$15,001 - $50,000 |
| UNITED CMTY BK SK BLKRSVI |
UCB |
STOCK |
sale
|
March 30, 2026 |
$15,001 - $50,000 |
| RADIAN GROUP INC |
RDN |
STOCK |
sale
|
March 30, 2026 |
$15,001 - $50,000 |
| TELEFLEX INC |
TFX |
STOCK |
sale
|
March 30, 2026 |
$15,001 - $50,000 |
| RXO INC |
RXO |
STOCK |
sale
|
March 30, 2026 |
$15,001 - $50,000 |
| LIQUIDITY SVCS INC |
|
PRIVATE EQUITY |
sale
|
March 30, 2026 |
$15,001 - $50,000 |
| CLEANSPARK INC |
CLSK |
STOCK |
sale
|
March 30, 2026 |
$15,001 - $50,000 |
| WAYSTAR HLDG CORP |
WAY |
STOCK |
sale
|
March 30, 2026 |
$50,001 - $100,000 |
| ASM INDS INC |
ASML |
STOCK |
sale
|
March 30, 2026 |
$50,001 - $100,000 |
| DXC TECHNOLOGY CO |
DXC |
STOCK |
sale
|
March 30, 2026 |
$50,001 - $100,000 |
| CAL MAINE FOODS INC |
CALM |
STOCK |
sale
|
March 30, 2026 |
$50,001 - $100,000 |
| VERNA MOBILITY CORP CLASS A |
VERN |
STOCK |
sale
|
March 30, 2026 |
$50,001 - $100,000 |
| INNOPRINC INC |
|
PRIVATE EQUITY |
sale
|
March 30, 2026 |
$50,001 - $100,000 |
| PRIVIA HEALTH GROUP INC |
PRVA |
STOCK |
sale
|
March 30, 2026 |
$50,001 - $100,000 |
| BOX INC CLASS A |
BOX |
STOCK |
sale
|
March 30, 2026 |
$50,001 - $100,000 |
| TERRENO RLTY CORP REIT |
TRNO |
REAL ESTATE |
sale
|
March 30, 2026 |
$50,001 - $100,000 |
| MARRIOTT VACATIONS WORLD |
MVW |
STOCK |
purchase
|
March 30, 2026 |
$15,001 - $50,000 |
| TESLA INC |
TSLA |
STOCK |
purchase
|
March 30, 2026 |
$15,001 - $50,000 |
| PROTO LABS INC EQUITY CLASS EQUITY |
PRLB |
STOCK |
purchase
|
March 30, 2026 |
$15,001 - $50,000 |
| SABRE CORP |
SBR |
STOCK |
purchase
|
March 30, 2026 |
$15,001 - $50,000 |
| AXR CORP |
AXR |
REAL ESTATE |
purchase
|
March 30, 2026 |
$15,001 - $50,000 |
| ZURN ELKAY WTR SOLUTIONS |
|
PRIVATE EQUITY |
purchase
|
March 30, 2026 |
$15,001 - $50,000 |
| CARGURUS INC CLASS A |
CAR |
STOCK |
purchase
|
March 30, 2026 |
$15,001 - $50,000 |
| WERNER ENTERPRISES INC |
WERN |
STOCK |
purchase
|
March 30, 2026 |
$15,001 - $50,000 |
| PROGRESS SOFTWARE CORP |
PRGS |
STOCK |
sale
|
March 30, 2026 |
$15,001 - $50,000 |
| WESTAMERICA BANCORP |
WBNK |
STOCK |
purchase
|
March 30, 2026 |
$15,001 - $50,000 |
| ACUSHNET HLDGS CORP |
ACUSA |
STOCK |
purchase
|
March 30, 2026 |
$15,001 - $50,000 |
| AGILYSYS INC |
AGYS |
STOCK |
purchase
|
March 30, 2026 |
$15,001 - $50,000 |
| ROCKWOOD INC |
|
PRIVATE EQUITY |
purchase
|
March 30, 2026 |
$15,001 - $50,000 |
| RYMAN HOSPITALITY PPTYS REIT |
RHP |
REAL ESTATE |
sale
|
March 30, 2026 |
$15,001 - $50,000 |
| SERVISFIRST BANCSHARES I |
SFB |
STOCK |
sale
|
March 30, 2026 |
$15,001 - $50,000 |
| MOELIS & CO CLASS A |
MC |
STOCK |
sale
|
March 30, 2026 |
$15,001 - $50,000 |
| CONCEPT THERAPEUTICS INC |
CNCP |
STOCK |
sale
|
March 30, 2026 |
$15,001 - $50,000 |
| STEPEN CO |
|
nan |
sale
|
March 30, 2026 |
$15,001 - $50,000 |
| MEDPOINT RESIDENTIAL TR REIT |
MPW |
REAL ESTATE |
sale
|
March 30, 2026 |
Yes $15,001 - $50,000 |
| MERIT MED SYS INC |
MTSY |
STOCK |
purchase
|
March 30, 2026 |
Yes $100,001 - $250,000 |
| INSPERITY INC |
|
PRIVATE EQUITY |
purchase
|
March 30, 2026 |
Yes $15,001 - $50,000 |
| YELP INC |
YELP |
STOCK |
purchase
|
March 30, 2026 |
Yes $15,001 - $50,000 |
| WISDOMTREE INC |
WT |
STOCK |
purchase
|
March 30, 2026 |
Yes $15,001 - $50,000 |
| ARGAN INC |
AGX |
STOCK |
purchase
|
March 30, 2026 |
Yes $15,001 - $50,000 |
| DOUGLAS EMMETT INC REIT |
DEM.UN |
REAL ESTATE |
sale
|
March 30, 2026 |
Yes $15,001 - $50,000 |
| RUSH ENTERPRISES INC S&S CLASS A |
NUSH |
STOCK |
sale
|
March 30, 2026 |
Yes $15,001 - $50,000 |
| HAWAIIAN ELEC INDS INC |
HEI |
STOCK |
sale
|
March 30, 2026 |
$15,001 - $50,000 |
| CAVCO INDS INC DEL |
CAV |
STOCK |
sale
|
March 30, 2026 |
$15,001 - $50,000 |
| CVB FINL CORP |
CVBF |
STOCK |
sale
|
March 30, 2026 |
$15,001 - $50,000 |
| NEOGENOMICS INC |
NEGO |
STOCK |
sale
|
March 30, 2026 |
$15,001 - $50,000 |
| APELLIS PHARMACEUTICALS |
APLS |
STOCK |
sale
|
March 30, 2026 |
$15,001 - $50,000 |
| MUELLER WATER PRODUCT CLASS SERIES A |
MWA |
STOCK |
sale
|
March 30, 2026 |
$15,001 - $50,000 |
| VICTORY CAP HLDGS INC DE CLASS A |
VCH |
STOCK |
sale
|
March 30, 2026 |
$15,001 - $50,000 |
| BIOLIFE SOLUTIONS INC |
BLFS |
STOCK |
sale
|
March 30, 2026 |
$15,001 - $50,000 |
| ENOVIS CORP |
ENO |
STOCK |
sale
|
March 30, 2026 |
$15,001 - $50,000 |
| GLAUKOS CORP |
GLK |
STOCK |
purchase
|
March 30, 2026 |
$15,001 - $50,000 |
| LA Z BOY INC |
LDLZ |
STOCK |
purchase
|
March 30, 2026 |
$15,001 - $50,000 |
| ONEPASWORLD HLDGS LTD F |
OPWL |
STOCK |
purchase
|
March 30, 2026 |
$15,001 - $50,000 |
| MATCH GROUP INC NEW |
MTCH |
STOCK |
purchase
|
March 30, 2026 |
$15,001 - $50,000 |
| COSTMOCKS RES INC |
|
nan |
purchase
|
March 30, 2026 |
$15,001 - $50,000 |
| IQ2 HLDGS INC |
IQ2 |
STOCK |
purchase
|
March 30, 2026 |
Yes $50,001 - $100,000 |
| KEMPER CORP DEL |
KMPR |
STOCK |
purchase
|
March 30, 2026 |
$15,001 - $50,000 |
| AG HOMES INC |
AGH |
STOCK |
purchase
|
March 30, 2026 |
$15,001 - $50,000 |
| PAYONEER GLOBAL INC |
PAY |
STOCK |
purchase
|
March 30, 2026 |
$15,001 - $50,000 |
| MORGAN STANLEY UNSOLICITED |
MS |
STOCK |
purchase
|
March 30, 2026 |
$15,001 - $50,000 |
| ACM RESH INC CLASS A |
ACRE |
STOCK |
purchase
|
March 30, 2026 |
$15,001 - $50,000 |
| MARA HLDGS INC |
MARA |
STOCK |
purchase
|
March 30, 2026 |
$15,001 - $50,000 |
| NCR VOYIX CORP |
VNC |
STOCK |
purchase
|
March 30, 2026 |
Yes $15,001 - $50,000 |
| JACKSON FIN INC CLASS A |
JXFN |
STOCK |
sale
|
March 30, 2026 |
$15,001 - $50,000 |
| GOOSENEAD ING INC CLASS A |
GDI |
STOCK |
purchase
|
March 30, 2026 |
$15,001 - $50,000 |
| CERTARIA INC |
|
PRIVATE EQUITY |
purchase
|
March 30, 2026 |
$15,001 - $50,000 |
| ARBOR RLTY TR INC REIT |
ABR |
REAL ESTATE |
purchase
|
March 30, 2026 |
$15,001 - $50,000 |
| HAYWARD HLDGS INC |
|
STOCK |
sale
|
March 30, 2026 |
$15,001 - $50,000 |
| Guideline Sachs Group Inc Com Solicited Order Discretion Exercised |
GS |
STOCK |
sale
|
March 30, 2026 |
$15,001 - $50,000 |
| GORVO INC |
|
nan |
sale
|
March 30, 2026 |
$15,001 - $50,000 |
| SHAKE SHACK INC CLASS A |
SHAK |
STOCK |
sale
|
March 30, 2026 |
$15,001 - $50,000 |
| AMNEAL PHARMACEUTICALS I CLASS A |
AMRX |
STOCK |
sale
|
March 30, 2026 |
Yes $15,001 - $50,000 |
| BLACKSTONE MTG TR INC REIT |
BXMT |
REAL ESTATE |
sale
|
March 30, 2026 |
Yes $15,001 - $50,000 |
| KADANT INC |
KDT |
STOCK |
sale
|
March 30, 2026 |
Yes $15,001 - $50,000 |
| VISHAY INTERTECHNOLOGY I |
VCRT |
STOCK |
sale
|
March 30, 2026 |
Yes $15,001 - $50,000 |
| AMERICAN WOODMARK CORP |
AWK |
STOCK |
sale
|
March 30, 2026 |
Yes $15,001 - $50,000 |
| OTTER TAIL CORP |
|
PRIVATE EQUITY |
sale
|
March 30, 2026 |
Yes $15,001 - $50,000 |
| PERRIGO CO PLC F |
PRGO |
STOCK |
sale
|
March 30, 2026 |
$15,001 - $50,000 |
| URBAN OUTFITTERS INC |
URBN |
STOCK |
sale
|
March 30, 2026 |
$15,001 - $50,000 |
| SCARADANCE INC |
|
PRIVATE EQUITY |
sale
|
March 30, 2026 |
$15,001 - $50,000 |
| MILLERKNCOLL INC |
|
nan |
sale
|
March 30, 2026 |
$15,001 - $50,000 |
| AZENTA INC |
AZTA |
STOCK |
sale
|
March 30, 2026 |
$15,001 - $50,000 |
| GAUCH CORP |
|
nan |
sale
|
March 30, 2026 |
$15,001 - $50,000 |
| STEWART INFORMATION SVCS |
SIVN |
STOCK |
sale
|
March 30, 2026 |
$15,001 - $50,000 |
| ALAMO GROUP INC |
ALGM |
STOCK |
sale
|
March 30, 2026 |
$15,001 - $50,000 |
| SPRINKLR INC CLASS A |
CXM |
STOCK |
sale
|
March 30, 2026 |
$15,001 - $50,000 |
| UNITED PARKS AND RES |
UNP |
REAL ESTATE |
sale
|
March 30, 2026 |
$15,001 - $50,000 |
| BOOT BARN HLOGS INC |
|
PRIVATE EQUITY |
sale
|
March 30, 2026 |
$15,001 - $50,000 |
| GRID DYNAMICS HLOGS INC CLASS A |
GDYN |
STOCK |
sale
|
March 30, 2026 |
$15,001 - $50,000 |
| VERICEL CORP |
|
PRIVATE EQUITY |
sale
|
March 30, 2026 |
$15,001 - $50,000 |
| MACERICH CO REIT |
MACE |
REAL ESTATE |
sale
|
March 30, 2026 |
$15,001 - $50,000 |
| WORLD KINECT CORP |
|
STOCK |
sale
|
March 30, 2026 |
$15,001 - $50,000 |
| AMENTUM HLOGS INC EQUITY |
AMTM |
STOCK |
sale
|
March 30, 2026 |
$15,001 - $50,000 |
| GRIPTON CORP |
|
PRIVATE EQUITY |
purchase
|
March 30, 2026 |
$50,001 - $100,000 |
| FACTSET INC CLASS A |
FDS |
STOCK |
purchase
|
March 30, 2026 |
$50,001 - $100,000 |
| JABIL INC UNSOLICITED |
JBL |
STOCK |
purchase
|
March 30, 2026 |
$50,001 - $100,000 |
| ALKERMES PLC F |
ALKM |
STOCK |
purchase
|
March 30, 2026 |
$50,001 - $100,000 |
| SPS COMM INC |
|
PRIVATE EQUITY |
purchase
|
March 30, 2026 |
$50,001 - $100,000 |
| STONEX GROUP INC |
SNEX |
STOCK |
sale
|
March 30, 2026 |
$1,001 - $15,000 |
| RITHM CAPITAL CORP REIT |
RITH |
REAL ESTATE |
purchase
|
March 30, 2026 |
$50,001 - $100,000 |
| TANGER INC REIT |
TNG |
REAL ESTATE |
purchase
|
March 30, 2026 |
Yes $50,001 - $100,000 |
| ASSURED GUARANTY LTD F |
AGO |
STOCK |
purchase
|
March 30, 2026 |
Yes $50,001 - $100,000 |
| OPENLANE INC |
OL |
STOCK |
sale
|
March 30, 2026 |
$1,001 - $15,000 |
| PRA GROUP INC |
PRAA |
STOCK |
sale
|
March 30, 2026 |
$1,001 - $15,000 |
| LO INCS |
|
nan |
purchase
|
March 30, 2026 |
Yes $50,001 - $100,000 |
| ARTISAN PARTNERS ASSET M CLASS A |
APAMX |
FUND |
purchase
|
March 30, 2026 |
Yes $50,001 - $100,000 |
| JAPA JOHNS INTL INC |
PZZA |
STOCK |
sale
|
March 30, 2026 |
Yes $1,001 - $15,000 |
| JNG SMITH PPTYS |
|
REAL ESTATE |
sale
|
March 30, 2026 |
Yes $1,001 - $15,000 |
| JETBLUE AWYS CORP EQUITY CLASS EQUITY |
JBLU |
STOCK |
sale
|
March 30, 2026 |
$15,001 - $50,000 |
| INVESTECO F |
|
FUND |
sale
|
March 30, 2026 |
$15,001 - $50,000 |
| MLPURGE PPTYS INC CLASS A |
|
REAL ESTATE |
sale
|
March 30, 2026 |
$15,001 - $50,000 |
| VIASAT INC |
VSAT |
STOCK |
sale
|
March 30, 2026 |
$15,001 - $50,000 |
| FIRST BANCORP P R F |
FBNC |
STOCK |
sale
|
March 30, 2026 |
$1,001 - $15,000 |
| SHUTTERSTOCK INC MERGER ELECTION EXP: 03/21/26 |
STCK |
OPTION |
sale
|
March 30, 2026 |
$15,001 - $50,000 |
| BANCOFIRST CORP |
BFC |
STOCK |
sale
|
March 30, 2026 |
$15,001 - $50,000 |
| RINGCENTRAL INC CLASS A |
RING |
STOCK |
sale
|
March 30, 2026 |
$15,001 - $50,000 |
| XPEL, INC |
XPEL |
STOCK |
sale
|
March 30, 2026 |
$15,001 - $50,000 |
| CARMAX INC |
KMX |
STOCK |
sale
|
March 30, 2026 |
$15,001 - $50,000 |
| EMBECTA CORP |
EMBC |
STOCK |
sale
|
March 30, 2026 |
$15,001 - $50,000 |
| PAYCOM SOFTWARE INC |
PAYC |
STOCK |
sale
|
March 30, 2026 |
$15,001 - $50,000 |
| CSG SYS INTL INC |
CSWI |
STOCK |
sale
|
March 30, 2026 |
$15,001 - $50,000 |
| UPTREND GROUP INC |
UPTD |
STOCK |
sale
|
March 30, 2026 |
$15,001 - $50,000 |
| BREAD FIN, HOLDINGS |
|
PRIVATE EQUITY |
sale
|
March 30, 2026 |
$15,001 - $50,000 |
| BANNER CORP |
BANR |
STOCK |
sale
|
March 30, 2026 |
$15,001 - $50,000 |
| EMPLOYERS HLDGS INC |
WIR |
STOCK |
sale
|
March 30, 2026 |
$15,001 - $50,000 |
| UFP TECHNOLOGIES INC |
UFPT |
STOCK |
sale
|
March 29, 2026 |
$1,001 - $15,000 |
| APPLE INC UNSOLICITED |
AAPL |
STOCK |
purchase
|
March 29, 2026 |
$100,001 - $250,000 |
| VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES |
VTI |
ETF |
purchase
|
March 29, 2026 |
$100,001 - $250,000 |
| JPMORGAN CHASE & CO |
JPM |
STOCK |
sale
|
March 29, 2026 |
$1,001 - $15,000 |
| CORMAN PROCOS INC |
CRM |
STOCK |
sale
|
March 29, 2026 |
$15,001 - $50,000 |
| BOSTON SCIENTIFIC CORP |
BSX |
STOCK |
purchase
|
March 29, 2026 |
$100,001 - $250,000 |
| PALOMAR HLDGS INC |
PLMR |
STOCK |
sale
|
March 29, 2026 |
$15,001 - $50,000 |
| User Technologies Inc Com Solicited Order Discretion Exercised Allocated Order Your Broker Acted As Agent |
|
STOCK |
sale
|
March 27, 2026 |
$15,001 - $50,000 |
| Medtronic Plc Sha Isalnllba09bin/1y115 Solicited Order Discretion Exercised |
MDT |
STOCK |
sale
|
March 27, 2026 |
Yes $15,001 - $50,000 |
| Qualcomm Inc Com Solicited Order Discretion Exercised |
QCOM |
STOCK |
sale
|
March 27, 2026 |
$15,001 - $50,000 |
| American Expresse Co Com Solicited Order Discretion Exercised |
AXP |
STOCK |
sale
|
March 27, 2026 |
Yes $15,001 - $50,000 |
| Alphabet Inc Cap Stok Cl C Average Unit Price Transaction Your Broker Acted As Agent |
GOOG |
STOCK |
sale
|
March 27, 2026 |
$50,001 - $100,000 |
| Palo Alto Networks Inc Com Solicited Order Discretion Exercised |
PANW |
STOCK |
sale
|
March 27, 2026 |
$15,001 - $50,000 |
| Ardita Networks Inc Com New Solicited Order Discretion Exercised |
|
PRIVATE EQUITY |
sale
|
March 27, 2026 |
$15,001 - $50,000 |
| Super Micro Computer Inc Com New Solicitated Other Discretion Exercised |
SMCI |
STOCK |
sale
|
March 27, 2026 |
$1,001 - $15,000 |
| Adobe Sys Inc Com Solicited Order Discretion Exercised |
ADBE |
STOCK |
sale
|
March 27, 2026 |
$15,001 - $50,000 |
| Azurecntra Plc Ireland Shre CIA l aintna80w04bny34 Solicited Order Discretion Exercised |
AZN |
STOCK |
sale
|
March 27, 2026 |
$15,001 - $50,000 |
| Meta Platforms Inc Cl A E1177462475209-0590 Average Unit Price Transaction Your Broker Acted As Agent |
META |
STOCK |
sale
|
March 27, 2026 |
$100,001 - $250,000 |
| Clorox Group Inc Cl A Solicited Order Discretion Exercised |
CLX |
STOCK |
sale
|
March 27, 2026 |
$15,001 - $50,000 |
| Cognizant Technology Solutions Corp Cl A Solicited Order Discretion Exercised Average Unit Price Transaction Your Broker Acted As Agent |
CTSH |
STOCK |
sale
|
March 27, 2026 |
$15,001 - $50,000 |
| Ruben Corp Cl A Solicited Order Discretion Exercised |
|
nan |
sale
|
March 27, 2026 |
$1,001 - $15,000 |
| Disney Walt Co Disney Com Average Unit Price Transaction Your Broker Acted As Agent |
DIS |
STOCK |
sale
|
March 27, 2026 |
$15,001 - $50,000 |
| Unitedhealth Group Inc Com Average Unit Price Transaction Your Broker Acted As Agent |
UNH |
STOCK |
sale
|
March 27, 2026 |
$15,001 - $50,000 |
| Visa Inc Com Cl A Solicited Order Discretion Exercised |
V |
STOCK |
sale
|
March 27, 2026 |
$50,001 - $100,000 |
| Boeing Co Com Solicited Order Discretion Exercised |
BA |
STOCK |
sale
|
March 27, 2026 |
$15,001 - $50,000 |
| Stryker Corp Common With Dua Bills Solicited Order Discretion Exercised |
SYK |
STOCK |
sale
|
March 27, 2026 |
$15,001 - $50,000 |
| Goldman Sachs Group Inc Com Average Unit Price Transaction Your Broker Acted As Agent |
GS |
STOCK |
sale
|
March 27, 2026 |
$50,001 - $100,000 |
| Cloudflare Inc Cl A Solicited Order Discretion Exercised |
NET |
STOCK |
sale
|
March 27, 2026 |
$15,001 - $50,000 |
| Cadence Design Syt Inc Com Solicited Order Discretion Exercised |
CDNS |
STOCK |
sale
|
March 27, 2026 |
Yes $15,001 - $50,000 |
| Broadcom Inc Com Solstice Sold Option Discretion Exercised |
AVGO |
OPTION |
sale
|
March 27, 2026 |
$100,001 - $250,000 |
| Bank Amer Corp Com Solicited Order Discretion Exercised |
BAC |
STOCK |
sale
|
March 27, 2026 |
$15,001 - $50,000 |
| International Business Machines Corp Corp Solicited Order Discretion Exercised |
IBM |
STOCK |
sale
|
March 27, 2026 |
$15,001 - $50,000 |
| Amazon Com Inc Average Unit Price Transaction Your Broker Acted As Agent |
AMZN |
STOCK |
sale
|
March 27, 2026 |
$250,001 - $500,000 |
| Netflix Inc Common Average Unit Price Transaction Your Broker Acted As Agent |
NFLX |
STOCK |
sale
|
March 27, 2026 |
$50,001 - $100,000 |
| Oracle Corp Com Solicited Order Discretion Exercised |
ORCL |
STOCK |
sale
|
March 27, 2026 |
$15,001 - $50,000 |
| CHOW INC |
|
nan |
sale
|
March 26, 2026 |
$15,001 - $50,000 |
| AON PLC F CLASS A |
AON |
STOCK |
sale
|
March 26, 2026 |
Yes $1,001 - $15,000 |
| TRANSIDGM GROUP INC |
|
nan |
sale
|
March 26, 2026 |
Yes $1,001 - $15,000 |
| AVALONBAY CMNTYS INC REIT |
AVB |
REAL ESTATE |
purchase
|
March 26, 2026 |
$1,001 - $15,000 |
| GLOBAL FMTS INC |
|
nan |
sale
|
March 26, 2026 |
$1,001 - $15,000 |
| ZEBRA TECHNOLOGIES/ES CORP CLASS A |
ZBRA |
STOCK |
sale
|
March 26, 2026 |
$1,001 - $15,000 |
| ELME COMMUNITIES REIT REIT |
ELME |
REAL ESTATE |
sale
|
March 26, 2026 |
$1,001 - $15,000 |
| COINBASE GLOBAL INC CLASS A |
COIN |
STOCK |
sale
|
March 26, 2026 |
$1,001 - $15,000 |
| LULULEMON ATHLETICA INC |
LULU |
STOCK |
sale
|
March 26, 2026 |
$1,001 - $15,000 |
| AMERICAN EXPRESS CO |
AXP |
STOCK |
sale
|
March 26, 2026 |
$1,001 - $15,000 |
| CROWDSTRIKE HLDS INC CLASS A |
CRWD |
STOCK |
sale
|
March 26, 2026 |
$1,001 - $15,000 |
| PROCTER & GAMBLE CO |
PG |
STOCK |
sale
|
March 26, 2026 |
$15,001 - $50,000 |
| PROGRESSIVE CORP OH |
PGR |
STOCK |
sale
|
March 26, 2026 |
Yes $1,001 - $15,000 |
| DSP ENTERPRISES INC |
DSPO |
STOCK |
sale
|
March 26, 2026 |
Yes $1,001 - $15,000 |
| AMAZON.COM INC |
AMZN |
STOCK |
sale
|
March 26, 2026 |
Yes $1,001 - $15,000 |
| DOORDASH INC CLASS A |
DASH |
STOCK |
sale
|
March 26, 2026 |
Yes $1,001 - $15,000 |
| HOULIHAN LOKEY INC CLASS A |
HLI |
STOCK |
sale
|
March 26, 2026 |
$1,001 - $15,000 |
| CARRIER GLOBAL CORP |
CARR |
STOCK |
sale
|
March 26, 2026 |
$1,001 - $15,000 |
| NIKE INC CLASS B |
NKE |
STOCK |
sale
|
March 26, 2026 |
$1,001 - $15,000 |
| BERKSHIRE HATHAWAY CLASS B |
BRK.B |
STOCK |
sale
|
March 26, 2026 |
$15,001 - $50,000 |
| CONAGRA BRANDS INC |
CAG |
STOCK |
sale
|
March 26, 2026 |
Yes $1,001 - $15,000 |
| FLUTTER ENTMT PLC F |
FLUT |
STOCK |
sale
|
March 26, 2026 |
$1,001 - $15,000 |
| EMBECTA CORP |
EMBC |
STOCK |
purchase
|
March 26, 2026 |
$15,001 - $50,000 |
| WORKDAY INC CLASS A |
WDAY |
STOCK |
sale
|
March 26, 2026 |
$1,001 - $15,000 |
| INTERCONTINENTAL EXCHANG |
ICE |
STOCK |
sale
|
March 26, 2026 |
$1,001 - $15,000 |
| COGENT COMMUNICATIONS HL |
CGS |
STOCK |
sale
|
March 26, 2026 |
$15,001 - $50,000 |
| GEN DIGITAL INC |
GNRL |
STOCK |
sale
|
March 26, 2026 |
$1,001 - $15,000 |
| NIHON SHAEI BANCORP INC |
8518 |
STOCK |
sale
|
March 26, 2026 |
$15,001 - $50,000 |
| MICROSOFT CORP |
MSFT |
STOCK |
purchase
|
March 26, 2026 |
Yes $15,001 - $50,000 |
| UBER TECHNOLOGIES INC |
UBER |
STOCK |
purchase
|
March 26, 2026 |
$1,001 - $15,000 |
| CARLYLE GROUP INC |
CG |
STOCK |
purchase
|
March 26, 2026 |
$1,001 - $15,000 |
| BOEING CO |
BA |
STOCK |
sale
|
March 26, 2026 |
$1,001 - $15,000 |
| MCDONALDS CORP |
MCD |
STOCK |
purchase
|
March 26, 2026 |
$1,001 - $15,000 |
| TAKE-TWO INTERACTIVE SOF |
TTWO |
STOCK |
sale
|
March 26, 2026 |
$1,001 - $15,000 |
| GOOSEHEAD INS INC CLASS A |
GOHO |
STOCK |
sale
|
March 26, 2026 |
$15,001 - $50,000 |
| THE TRADE DESK INC CLASS A |
TTD |
STOCK |
sale
|
March 26, 2026 |
$1,001 - $15,000 |
| GROCERY OUTLET HLDG CORP |
GO |
STOCK |
sale
|
March 26, 2026 |
$1,001 - $15,000 |
| FAIR ISAAC CORP |
|
PRIVATE EQUITY |
purchase
|
March 26, 2026 |
$1,001 - $15,000 |
| BLACKSTONE INC |
BX |
STOCK |
purchase
|
March 26, 2026 |
$1,001 - $15,000 |
| 3M CO |
MMM |
STOCK |
sale
|
March 26, 2026 |
$1,001 - $15,000 |
| PAYPAL HLDGS INC |
PYPL |
STOCK |
purchase
|
March 26, 2026 |
$1,001 - $15,000 |
| CLOROX CO |
CLX |
STOCK |
purchase
|
March 26, 2026 |
$1,001 - $15,000 |
| AUTOMATIC DATA PROCESSING |
ADP |
STOCK |
purchase
|
March 26, 2026 |
$1,001 - $15,000 |
| LENNAR CORP CLASS A |
LEN |
STOCK |
purchase
|
March 26, 2026 |
$1,001 - $15,000 |
| PTC INC |
PTC |
STOCK |
sale
|
March 26, 2026 |
$1,001 - $15,000 |
| COLGATE PALMOLIVE CO |
CL |
STOCK |
purchase
|
March 26, 2026 |
$1,001 - $15,000 |
| ZILLOW GROUP INC CLASS C |
Z |
STOCK |
sale
|
March 26, 2026 |
$1,001 - $15,000 |
| ERIE INDTY CO CLASS A |
ΕΙ |
STOCK |
sale
|
March 26, 2026 |
$1,001 - $15,000 |
| IBM CORP |
IBM |
STOCK |
sale
|
March 26, 2026 |
$1,001 - $15,000 |
| FACTSET RESH BYS INC |
FDS |
STOCK |
sale
|
March 26, 2026 |
$1,001 - $15,000 |
| WENDYS CO CLASS A |
WEN |
STOCK |
sale
|
March 26, 2026 |
$15,001 - $50,000 |
| CENTENE CORP DEL |
CNC |
STOCK |
sale
|
March 26, 2026 |
$1,001 - $15,000 |
| ALEXANDRIA REAL ESTATE REIT |
ARE |
REAL ESTATE |
sale
|
March 26, 2026 |
$1,001 - $15,000 |
| DISNEY WALT CO |
DIS |
STOCK |
purchase
|
March 26, 2026 |
$1,001 - $15,000 |
| FLOOR & DECOR HLDGS INC CLASS A |
FND |
STOCK |
sale
|
March 26, 2026 |
$1,001 - $15,000 |
| ORACLE CORP |
ORCL |
STOCK |
sale
|
March 26, 2026 |
$1,001 - $15,000 |
| CHIPOTLE MEXICAN GRILL I |
CMG |
STOCK |
sale
|
March 26, 2026 |
$1,001 - $15,000 |
| GODADDY INC CLASS A |
GDDY |
STOCK |
sale
|
March 26, 2026 |
$1,001 - $15,000 |
| PRICE T ROWE GROUP INC UNSOLICITED |
PRW |
STOCK |
purchase
|
March 25, 2026 |
$15,001 - $50,000 |
| GARMIN LTD SHS UNSOLICITED |
GRMN |
STOCK |
purchase
|
March 25, 2026 |
$15,001 - $50,000 |
| LILLY ELI & CO UNSOLICITED |
LLY |
STOCK |
purchase
|
March 25, 2026 |
$15,001 - $50,000 |
| SKYWORKS SOLUTIONS INC UNSOLICITED |
SWKS |
STOCK |
purchase
|
March 25, 2026 |
$15,001 - $50,000 |
| CHARLES RIVER LABORATORIES UNSOLICITED |
CRL |
STOCK |
purchase
|
March 25, 2026 |
$15,001 - $50,000 |
| ARISTA NETWORKS INC UNSOLICITED |
ANET |
STOCK |
purchase
|
March 25, 2026 |
$15,001 - $50,000 |
| BOOKING HLDGS INC UNSOLICITED |
BKNG |
STOCK |
purchase
|
March 25, 2026 |
$15,001 - $50,000 |
| PALANTIR TECHNOLOGIES IN CLASS A |
PLTR |
STOCK |
purchase
|
March 25, 2026 |
$1,001 - $15,000 |
| RTX CORP UNSOLICITED |
RTX |
STOCK |
purchase
|
March 25, 2026 |
$15,001 - $50,000 |
| VERTIV HLDG CO UNSOLICITED |
VRT |
STOCK |
purchase
|
March 25, 2026 |
$100,001 - $250,000 |
| MICROSOFT CORP UNSOLICITED |
MSFT |
STOCK |
purchase
|
March 25, 2026 |
$100,001 - $250,000 |
| TEXAS INSTRUMENTS UNSOLICITED |
TXN |
STOCK |
purchase
|
March 25, 2026 |
$15,001 - $50,000 |
| INTEL CORP UNSOLICITED |
INTC |
STOCK |
purchase
|
March 25, 2026 |
$15,001 - $50,000 |
| LIVE NATION ENTERTAINMENT INC UNSOLICITED |
LYV |
STOCK |
purchase
|
March 25, 2026 |
$15,001 - $50,000 |
| MASTERCARD INC CL A UNSOLICITED |
MA |
STOCK |
purchase
|
March 25, 2026 |
$15,001 - $50,000 |
| SMURFIT WESTROCK PLC UNSOLICITED |
SW |
STOCK |
purchase
|
March 25, 2026 |
$15,001 - $50,000 |
| MONOLITHIC POWER SYSTEMS INC UNSOLICITED |
MPWR |
STOCK |
purchase
|
March 25, 2026 |
$15,001 - $50,000 |
| CARNIVAL CORP NEW (PAIRED STOCK) UNSOLICITED |
CCL |
STOCK |
purchase
|
March 25, 2026 |
$15,001 - $50,000 |
| BECTON DICKINSON & CO UNSOLICITED |
BDX |
STOCK |
purchase
|
March 25, 2026 |
$15,001 - $50,000 |
| QUALCOMM INC UNSOLICITED |
QCOM |
STOCK |
purchase
|
March 25, 2026 |
$15,001 - $50,000 |
| JOHNSON & JOHNSON COM UNSOLICITED |
JNJ |
STOCK |
purchase
|
March 25, 2026 |
$15,001 - $50,000 |
| LINDE PLC NEW EUR UNSOLICITED |
LIN |
STOCK |
purchase
|
March 25, 2026 |
$15,001 - $50,000 |
| WALMART INC UNSOLICITED |
WMT |
STOCK |
purchase
|
March 25, 2026 |
$15,001 - $50,000 |
| JOHNSON CTLS INTL PLC UNSOLICITED |
JCI |
STOCK |
purchase
|
March 25, 2026 |
$15,001 - $50,000 |
| METTLER-TOLEDO INTL UNSOLICITED |
MTD |
STOCK |
purchase
|
March 25, 2026 |
$15,001 - $50,000 |
| PFIZER INC UNSOLICITED |
PFE |
STOCK |
purchase
|
March 25, 2026 |
$15,001 - $50,000 |
| VERIZON COMMUNICATIONS I |
VZ |
STOCK |
sale
|
March 24, 2026 |
$100,001 - $250,000 |
| ALNYLAM PHARMACEUTICALS |
ALNY |
STOCK |
purchase
|
March 23, 2026 |
$1,001 - $15,000 |
| TOAST INC CLASS A |
TOST |
STOCK |
purchase
|
March 23, 2026 |
$1,001 - $15,000 |
| MEDTRONIC PLC F |
MDT |
STOCK |
purchase
|
March 23, 2026 |
$1,001 - $15,000 |
| GENUINE PARTS CO |
GP |
STOCK |
purchase
|
March 23, 2026 |
$1,001 - $15,000 |
| CHN IND LTD NV F |
|
STOCK |
purchase
|
March 23, 2026 |
$1,001 - $15,000 |
| PACCAR INC |
PCAR |
STOCK |
purchase
|
March 23, 2026 |
$1,001 - $15,000 |
| ROBINHOOD MKTS INC CLASS A |
HOOD |
STOCK |
purchase
|
March 23, 2026 |
$1,001 - $15,000 |
| LULULEMON ATHLETICA INC |
LULU |
STOCK |
purchase
|
March 23, 2026 |
$1,001 - $15,000 |
| CABOTRUST REIT INC REIT |
CRT |
REAL ESTATE |
sale
|
March 23, 2026 |
$100,001 - $250,000 |
| ABBVIE INC |
ABBV |
STOCK |
purchase
|
March 23, 2026 |
$1,001 - $15,000 |
| MCDONALDS CORP |
MCD |
STOCK |
purchase
|
March 23, 2026 |
$1,001 - $15,000 |
| ANNALY CAP MOMT INC REIT |
NLY |
REAL ESTATE |
purchase
|
March 23, 2026 |
$1,001 - $15,000 |
| STIFEL FINL CORP |
SF |
STOCK |
purchase
|
March 23, 2026 |
$1,001 - $15,000 |
| MONSTER BEVERAGE CORP NE |
MNST |
STOCK |
purchase
|
March 23, 2026 |
$1,001 - $15,000 |
| CINTAS CORP |
CTAS |
STOCK |
purchase
|
March 23, 2026 |
$1,001 - $15,000 |
| DALLAGHACHER ARTHUR J & CO |
|
BOND |
sale
|
March 23, 2026 |
$100,001 - $250,000 |
| PROCTER & GAMBLE CO |
PG |
STOCK |
purchase
|
March 23, 2026 |
$1,001 - $15,000 |
| DKNF INC CLASS A |
|
STOCK |
purchase
|
March 23, 2026 |
Yes $1,001 - $15,000 |
| CATERPILLAR INC |
CAT |
STOCK |
purchase
|
March 23, 2026 |
$1,001 - $15,000 |
| LANE WESTON HLDGS INC |
LW |
STOCK |
purchase
|
March 23, 2026 |
$100,001 - $250,000 |
| APPLIED MATERIALS INC UNSOLICITED |
AMAT |
STOCK |
purchase
|
March 23, 2026 |
Yes $50,001 - $100,000 |
| BROADCOM INC |
AVGO |
STOCK |
purchase
|
March 23, 2026 |
Yes $15,001 - $50,000 |
| ARGAN INC |
AGNE |
STOCK |
purchase
|
March 23, 2026 |
$100,001 - $250,000 |
| CHEVRON CORP NEW |
CVX |
STOCK |
purchase
|
March 23, 2026 |
$1,001 - $15,000 |
| STATE STR CORP |
|
FIXED INCOME |
purchase
|
March 23, 2026 |
$1,001 - $15,000 |
| FACTSET RESH SYS INC |
FDS |
STOCK |
purchase
|
March 23, 2026 |
$1,001 - $15,000 |
| ORACLE CORP |
ORCL |
STOCK |
purchase
|
March 23, 2026 |
$1,001 - $15,000 |
| JOHNSON & JOHNSON |
JNJ |
STOCK |
purchase
|
March 23, 2026 |
$1,001 - $15,000 |
| STANLEY BLACK & DECKER I |
SWK |
STOCK |
purchase
|
March 23, 2026 |
$1,001 - $15,000 |
| HILTON WORLDWIDE HLDGS I |
HLT |
STOCK |
purchase
|
March 23, 2026 |
$1,001 - $15,000 |
| MASTERCARD INC CLASS A |
MA |
STOCK |
purchase
|
March 23, 2026 |
$1,001 - $15,000 |
| CADENCE DESIGN SYS INC |
CDNS |
STOCK |
purchase
|
March 23, 2026 |
$1,001 - $15,000 |
| WALMART INC |
WMT |
STOCK |
purchase
|
March 23, 2026 |
$1,001 - $15,000 |
| SUMMIT HOTEL PITTS YN REIT |
|
REAL ESTATE |
sale
|
March 23, 2026 |
$15,001 - $50,000 |
| WORKDAY INC CLASS A |
WDAY |
STOCK |
purchase
|
March 23, 2026 |
$1,001 - $15,000 |
| CISCO SYS INC |
CSCO |
STOCK |
purchase
|
March 23, 2026 |
$1,001 - $15,000 |
| KKR REAL ESTATE FIN TR I |
|
REAL ESTATE |
sale
|
March 23, 2026 |
Yes $15,001 - $50,000 |
| COSTCO WHSL CORP NEW |
COST |
STOCK |
purchase
|
March 23, 2026 |
$1,001 - $15,000 |
| ADVANCED MICRO DEVICE |
AMD |
STOCK |
purchase
|
March 23, 2026 |
Yes $1,001 - $15,000 |
| PALANTIR TECHNOLOGIES IN CLASS A |
PLTR |
STOCK |
purchase
|
March 23, 2026 |
$1,001 - $15,000 |
| CURTISS WRIGHT CORP |
CW |
STOCK |
purchase
|
March 23, 2026 |
$1,001 - $15,000 |
| ESTEE CORP |
EL |
STOCK |
sale
|
March 23, 2026 |
$100,001 - $250,000 |
| CBRE GROUP INC CLASS A |
CBRE |
STOCK |
purchase
|
March 23, 2026 |
$1,001 - $15,000 |
| ON SEMICONDUCTOR CORP UNSOLICITED |
ON |
STOCK |
purchase
|
March 23, 2026 |
$15,001 - $50,000 |
| LIFE360 INC EQUITY |
LIFE |
STOCK |
purchase
|
March 23, 2026 |
Yes $50,001 - $100,000 |
| MOOG INC CLASS A |
MOGA |
STOCK |
sale
|
March 23, 2026 |
$100,001 - $250,000 |
| AMAZON.COM INC |
AMZN |
STOCK |
purchase
|
March 23, 2026 |
$15,001 - $50,000 |
| AH REALTY REIT |
AH |
REAL ESTATE |
sale
|
March 23, 2026 |
$15,001 - $50,000 |
| BLOOMIN BRANDS INC |
BLO |
STOCK |
sale
|
March 23, 2026 |
$15,001 - $50,000 |
| INVITATION HOMES INC |
INVH |
STOCK |
purchase
|
March 23, 2026 |
Yes $1,001 - $15,000 |
| ANGI INC CLASS A |
ANGI |
STOCK |
sale
|
March 23, 2026 |
$15,001 - $50,000 |
| UBER TECHNOLOGIES INC |
UBER |
STOCK |
sale
|
March 23, 2026 |
$1,001 - $15,000 |
| LINDE PLC F |
LIN |
STOCK |
purchase
|
March 23, 2026 |
$1,001 - $15,000 |
| MERCK & CO. INC. |
MRK |
STOCK |
purchase
|
March 23, 2026 |
$1,001 - $15,000 |
| AMCOR PLC F |
AMCR |
STOCK |
purchase
|
March 23, 2026 |
$1,001 - $15,000 |
| SNOWFLAKE COMP INTERNTL |
SNOW |
STOCK |
purchase
|
March 23, 2026 |
$1,001 - $15,000 |
| STATE STREET CORP UNSOLICITED |
STT |
STOCK |
purchase
|
March 23, 2026 |
$15,001 - $50,000 |
| PNC FINANCIAL SERVICES GROUP UNSOLICITED |
PNC |
STOCK |
purchase
|
March 23, 2026 |
$15,001 - $50,000 |
| ANALOG DEVICES INC UNSOLICITED |
ADI |
STOCK |
purchase
|
March 23, 2026 |
$15,001 - $50,000 |
| PAYCHEX INC UNSOLICITED |
PAYX |
STOCK |
purchase
|
March 23, 2026 |
$15,001 - $50,000 |
| MERCK & CO INC COM UNSOLICITED |
MRK |
STOCK |
purchase
|
March 23, 2026 |
$15,001 - $50,000 |
| BIO TECHNIE CORP COM UNSOLICITED |
|
STOCK |
purchase
|
March 23, 2026 |
$15,001 - $50,000 |
| ADVANCED MICRO DEVICES INC UNSOLICITED |
AMD |
STOCK |
purchase
|
March 23, 2026 |
$15,001 - $50,000 |
| ARCH CAPITAL GROUP LTD (BERMUDA) UNSOLICITED |
ACGL |
STOCK |
purchase
|
March 23, 2026 |
$15,001 - $50,000 |
| MICROSOFT CORP |
MSFT |
STOCK |
sale
|
March 23, 2026 |
$15,001 - $50,000 |
| BANK OF AMER CORP UNSOLICITED |
BAC |
STOCK |
purchase
|
March 23, 2026 |
$15,001 - $50,000 |
| INTUITIVE SURGICAL INC UNSOLICITED |
ISRG |
STOCK |
purchase
|
March 23, 2026 |
$15,001 - $50,000 |
| EVERGY INC UNSOLICITED |
EVRG |
STOCK |
purchase
|
March 23, 2026 |
$15,001 - $50,000 |
| NTHN TRUST CORP UNSOLICITED |
|
FIXED INCOME |
purchase
|
March 23, 2026 |
$15,001 - $50,000 |
| CISCO SYSTEMS INC UNSOLICITED |
CSCO |
STOCK |
purchase
|
March 23, 2026 |
$15,001 - $50,000 |
| TRUST FIN CORP UNSOLICITED |
|
STOCK |
purchase
|
March 23, 2026 |
$15,001 - $50,000 |
| NUCOR CORP UNSOLICITED |
NUE |
STOCK |
purchase
|
March 23, 2026 |
$15,001 - $50,000 |
| MYRIAD GENETICS INC |
|
STOCK |
sale
|
March 23, 2026 |
$15,001 - $50,000 |
| TARGET CORP UNSOLICITED |
TGT |
STOCK |
purchase
|
March 23, 2026 |
$15,001 - $50,000 |
| PINNACLE FINL PARTNERS I |
|
PRIVATE EQUITY |
purchase
|
March 23, 2026 |
$1,001 - $15,000 |
| WALMART INC UNSOLICITED |
WMT |
STOCK |
purchase
|
March 23, 2026 |
$15,001 - $50,000 |
| KIMBERLY CLARK CORP UNSOLICITED |
KMB |
STOCK |
purchase
|
March 23, 2026 |
$15,001 - $50,000 |
| MORGAN STANLEY UNSOLICITED |
MS |
STOCK |
purchase
|
March 23, 2026 |
$15,001 - $50,000 |
| STEEL DYNAMICS INC UNSOLICITED |
STLD |
STOCK |
purchase
|
March 23, 2026 |
$15,001 - $50,000 |
| TE CONNECTIVITY PLC UNSOLICITED |
TEL |
STOCK |
purchase
|
March 23, 2026 |
$15,001 - $50,000 |
| NORFOLK SOUTHERN CORP UNSOLICITED |
NSC |
STOCK |
purchase
|
March 23, 2026 |
$15,001 - $50,000 |
| AMER IPRESSCO CO UNSOLICITED |
IPRES |
STOCK |
purchase
|
March 23, 2026 |
$15,001 - $50,000 |
| CARRIER GLOBAL CORP UNSOLICITED |
CARR |
STOCK |
purchase
|
March 23, 2026 |
$15,001 - $50,000 |
| FRANKLIN RESOURCES INC UNSOLICITED |
BEN |
STOCK |
purchase
|
March 23, 2026 |
$15,001 - $50,000 |
| GENERAC HLDS INC UNSOLICITED |
GNRC |
STOCK |
purchase
|
March 23, 2026 |
$15,001 - $50,000 |
| MARTIN MARIETTA MATERIALS INC UNSOLICITED |
MLM |
STOCK |
purchase
|
March 23, 2026 |
$15,001 - $50,000 |
| CUMMINS INC UNSOLICITED |
CMI |
STOCK |
purchase
|
March 23, 2026 |
$15,001 - $50,000 |
| GE AEROSPACE |
GE |
STOCK |
purchase
|
March 23, 2026 |
Yes $1,001 - $15,000 |
| REGENERON PHARMACEUTICAL |
REGN |
STOCK |
purchase
|
March 23, 2026 |
$1,001 - $15,000 |
| THE COCA-COLA CO |
KO |
STOCK |
purchase
|
March 23, 2026 |
$1,001 - $15,000 |
| CROWDSTRIKE HLDGS INC CL A UNSOLICITED |
CRWD |
STOCK |
sale
|
March 23, 2026 |
$50,001 - $100,000 |
| BEST BUY INC |
BBY |
STOCK |
purchase
|
March 23, 2026 |
$1,001 - $15,000 |
| SMUCKER J M CO |
SJM |
STOCK |
purchase
|
March 23, 2026 |
$1,001 - $15,000 |
| MORGAN STANLEY |
MS |
STOCK |
purchase
|
March 23, 2026 |
$1,001 - $15,000 |
| WATERS CORP |
WTRG |
STOCK |
purchase
|
March 23, 2026 |
$1,001 - $15,000 |
| RAPID7 SEC TECHNOLOGIES I |
RPD |
STOCK |
purchase
|
March 23, 2026 |
$1,001 - $15,000 |
| ROYAL GOLD INC |
RGLD |
STOCK |
purchase
|
March 23, 2026 |
$1,001 - $15,000 |
| UNIFI FIN CORP |
UNFI |
STOCK |
purchase
|
March 23, 2026 |
$1,001 - $15,000 |
| PRUDENTIAL FINL INC |
PRU |
STOCK |
purchase
|
March 23, 2026 |
Yes $1,001 - $15,000 |
| APPLE INC |
AAPL |
STOCK |
purchase
|
March 23, 2026 |
$50,001 - $100,000 |
| FABRNET F |
|
nan |
purchase
|
March 23, 2026 |
Yes $1,001 - $15,000 |
| CATERPILLAR INC UNSOLICITED |
CAT |
STOCK |
purchase
|
March 23, 2026 |
$15,001 - $50,000 |
| CHEVRON CORP UNSOLICITED |
CVX |
STOCK |
purchase
|
March 23, 2026 |
$50,001 - $100,000 |
| GE VERNOVA INC |
GEV |
STOCK |
purchase
|
March 23, 2026 |
$1,001 - $15,000 |
| LAUREATE ED INC |
LAUR |
STOCK |
purchase
|
March 23, 2026 |
$50,001 - $100,000 |
| SOLSTICE ADVANCED MATLS |
|
PRIVATE EQUITY |
sale
|
March 23, 2026 |
$100,001 - $250,000 |
| WILLIS TOWERS WATSON PF F |
WTW |
STOCK |
purchase
|
March 23, 2026 |
Yes $1,001 - $15,000 |
| REINSURANCE GROUP AMER I |
RGA |
STOCK |
purchase
|
March 23, 2026 |
Yes $1,001 - $15,000 |
| AFLAC INC |
AFL |
STOCK |
purchase
|
March 23, 2026 |
Yes $1,001 - $15,000 |
| DELL TECHNOLOGIES INC CLASS C |
DELL |
STOCK |
purchase
|
March 23, 2026 |
Yes $1,001 - $15,000 |
| SOUTHERN CO |
SO |
STOCK |
purchase
|
March 23, 2026 |
Yes $1,001 - $15,000 |
| ATLASSIAN CORP CLASS A |
TEAM |
STOCK |
purchase
|
March 23, 2026 |
Yes $1,001 - $15,000 |
| EXELON CORP |
EXC |
STOCK |
purchase
|
March 23, 2026 |
Yes $1,001 - $15,000 |
| CREDO TECHNOLOGY GROUP F |
CRDO |
STOCK |
purchase
|
March 23, 2026 |
Yes $1,001 - $15,000 |
| AT&T INC |
T |
STOCK |
purchase
|
March 23, 2026 |
Yes $1,001 - $15,000 |
| REVOLUTION MEDICINES INC |
RVNC |
STOCK |
purchase
|
March 23, 2026 |
Yes $1,001 - $15,000 |
| INTERDIGITAL INC |
IDCC |
STOCK |
sale
|
March 23, 2026 |
$100,001 - $250,000 |
| DATADOG INC CLASS A |
DDOG |
STOCK |
purchase
|
March 23, 2026 |
Yes $1,001 - $15,000 |
| OTIS WORLDWIDE CORP |
OTIS |
STOCK |
purchase
|
March 23, 2026 |
Yes $1,001 - $15,000 |
| EXTRA SPACE STORAGE INC REIT |
EXR |
REAL ESTATE |
purchase
|
March 23, 2026 |
Yes $1,001 - $15,000 |
| AON PLC F CLASS A |
AON |
STOCK |
purchase
|
March 23, 2026 |
Yes $1,001 - $15,000 |
| RESMED INC |
RMD |
STOCK |
purchase
|
March 23, 2026 |
Yes $1,001 - $15,000 |
| GENERAL MTRS CO |
GM |
STOCK |
purchase
|
March 23, 2026 |
Yes $1,001 - $15,000 |
| CONOCOPHILLIPS |
COP |
STOCK |
purchase
|
March 23, 2026 |
Yes $1,001 - $15,000 |
| COUPANG INC CLASS A |
CPNG |
STOCK |
purchase
|
March 23, 2026 |
Yes $1,001 - $15,000 |
| GODADDY INC CLASS A |
GDDY |
STOCK |
purchase
|
March 23, 2026 |
Yes $1,001 - $15,000 |
| VICI PPTYS INC REIT |
VICI |
REAL ESTATE |
purchase
|
March 23, 2026 |
Yes $1,001 - $15,000 |
| PFIZER INC |
PFE |
STOCK |
purchase
|
March 23, 2026 |
Yes $1,001 - $15,000 |
| NEXTERA ENERGY INC |
NEE |
STOCK |
purchase
|
March 23, 2026 |
Yes $1,001 - $15,000 |
| TYLER TECHNOLOGIES INC |
TYL |
STOCK |
purchase
|
March 23, 2026 |
Yes $1,001 - $15,000 |
| BAKER HUGHES CO. A CLASS A |
BKR |
STOCK |
purchase
|
March 23, 2026 |
Yes $1,001 - $15,000 |
| PG&E CORP |
PCG |
STOCK |
purchase
|
March 23, 2026 |
Yes $1,001 - $15,000 |
| COGNIZANT TECHNOLOGY SOL CLASS A |
CTSH |
STOCK |
purchase
|
March 23, 2026 |
Yes $1,001 - $15,000 |
| SEMPRA |
SRE |
STOCK |
purchase
|
March 23, 2026 |
$1,001 - $15,000 |
| CORNING INC |
GLW |
STOCK |
purchase
|
March 23, 2026 |
$1,001 - $15,000 |
| DOMINION ENERGY INC |
D |
STOCK |
purchase
|
March 23, 2026 |
$1,001 - $15,000 |
| COLGATE PALMOLIVE CO |
CL |
STOCK |
purchase
|
March 23, 2026 |
$1,001 - $15,000 |
| GENERAL DYNAMICS CORP |
GD |
STOCK |
purchase
|
March 23, 2026 |
$1,001 - $15,000 |
| VENTAS INC REIT |
VTR |
REAL ESTATE |
purchase
|
March 23, 2026 |
$1,001 - $15,000 |
| AMGEN INC |
AMGN |
STOCK |
purchase
|
March 23, 2026 |
$1,001 - $15,000 |
| INTERCONTINENTAL EXCHANGE |
ICE |
STOCK |
purchase
|
March 23, 2026 |
$1,001 - $15,000 |
| TELEDYNE TECHNOLOGIES IN |
TDy |
STOCK |
purchase
|
March 23, 2026 |
$1,001 - $15,000 |
| WELLS FARGO & CO |
WFC |
STOCK |
purchase
|
March 23, 2026 |
$1,001 - $15,000 |
| CAPITAL ONE FINL CORP |
COF |
STOCK |
purchase
|
March 23, 2026 |
$1,001 - $15,000 |
| VEEVA SYS INC CLASS A |
VEEV |
STOCK |
purchase
|
March 23, 2026 |
$1,001 - $15,000 |
| ABBOTT LABS |
ABT |
STOCK |
purchase
|
March 23, 2026 |
$1,001 - $15,000 |
| LOCKHEED MARTIN CORP |
LMT |
STOCK |
purchase
|
March 23, 2026 |
$1,001 - $15,000 |
| PROLOGIS INC REIT |
PLD |
REAL ESTATE |
purchase
|
March 23, 2026 |
$1,001 - $15,000 |
| SYSCO CORP |
SYY |
STOCK |
purchase
|
March 23, 2026 |
$1,001 - $15,000 |
| TARGA RES CORP |
TRGP |
STOCK |
purchase
|
March 23, 2026 |
$1,001 - $15,000 |
| HARTFORD INS GROUP INC |
HIG |
STOCK |
purchase
|
March 23, 2026 |
$1,001 - $15,000 |
| NEXTPOWER INC CLASS A |
NPWR |
STOCK |
purchase
|
March 23, 2026 |
$1,001 - $15,000 |
| COREWEAVE INC CLASS A |
|
PRIVATE EQUITY |
purchase
|
March 23, 2026 |
$1,001 - $15,000 |
| HOWMET AEROSPACE INC |
HWM |
STOCK |
purchase
|
March 23, 2026 |
$1,001 - $15,000 |
| HANOVER INS GROUP INC |
HIG |
STOCK |
purchase
|
March 23, 2026 |
$1,001 - $15,000 |
| AT&T INC UNSOLICITED |
T |
STOCK |
purchase
|
March 23, 2026 |
Yes $50,001 - $100,000 |
| VALERO ENERGY CORP NEW |
VLO |
STOCK |
purchase
|
March 23, 2026 |
$1,001 - $15,000 |
| SYNOPSYS INC |
SNPS |
STOCK |
purchase
|
March 23, 2026 |
$1,001 - $15,000 |
| COMMUNITY SYS INC |
CSYS |
STOCK |
purchase
|
March 20, 2026 |
$1,001 - $15,000 |
| CHUBB LTD F |
CB |
STOCK |
purchase
|
March 20, 2026 |
$1,001 - $15,000 |
| KIMBERLY CLARK CORP |
KMB |
STOCK |
purchase
|
March 20, 2026 |
$1,001 - $15,000 |
| VERTEX PHARMACEUTICALS I |
VRTX |
STOCK |
purchase
|
March 20, 2026 |
$1,001 - $15,000 |
| INSperity INC |
|
PRIVATE EQUITY |
sale
|
March 20, 2026 |
Yes $15,001 - $50,000 |
| KORN FERRY |
KFY |
STOCK |
sale
|
March 20, 2026 |
$15,001 - $50,000 |
| GENERAL MILLS INC |
GIS |
STOCK |
purchase
|
March 20, 2026 |
$1,001 - $15,000 |
| FJT PARTNERS INC CLASS A |
FJT |
STOCK |
sale
|
March 20, 2026 |
$50,001 - $100,000 |
| TOLL BROGS INC |
|
nan |
purchase
|
March 20, 2026 |
$1,001 - $15,000 |
| EQUIFAX INC |
EFX |
STOCK |
purchase
|
March 20, 2026 |
$1,001 - $15,000 |
| ZIMERBIOMET HLDGS E REIT |
ZBH |
STOCK |
purchase
|
March 20, 2026 |
$1,001 - $15,000 |
| INTU CORP |
INTU |
STOCK |
sale
|
March 20, 2026 |
$50,001 - $100,000 |
| ROPER TECHNOLOGIES INC |
ROP |
STOCK |
purchase
|
March 20, 2026 |
$1,001 - $15,000 |
| LOWE'S CORP |
LOW |
STOCK |
purchase
|
March 20, 2026 |
$1,001 - $15,000 |
| AXON ENTERPRISE INC |
AXON |
STOCK |
purchase
|
March 20, 2026 |
$1,001 - $15,000 |
| UBER TECHNOLOGIES INC UNSOLICITED |
UBER |
STOCK |
purchase
|
March 20, 2026 |
$15,001 - $50,000 |
| ORACLE CORP |
ORCL |
STOCK |
purchase
|
March 20, 2026 |
Yes $1,001 - $15,000 |
| CADENCE DESIGN SYS INC |
CDNS |
STOCK |
purchase
|
March 20, 2026 |
$1,001 - $15,000 |
| BROWN & BROWN INC |
BRO |
STOCK |
purchase
|
March 20, 2026 |
$1,001 - $15,000 |
| ZSCALER INC |
ZS |
STOCK |
sale
|
March 19, 2026 |
$1,001 - $15,000 |
| NETFLIX INC |
NFLX |
STOCK |
sale
|
March 19, 2026 |
$1,001 - $15,000 |
| MORNINGSTAR INC |
MORN |
STOCK |
sale
|
March 19, 2026 |
$1,001 - $15,000 |
| TRADE DESK INC (THE) CL A |
TTD |
STOCK |
sale
|
March 19, 2026 |
$1,001 - $15,000 |
| COGNIZANT TECHNOLOGY SOLUTIONS CORP CL A |
CTSH |
STOCK |
sale
|
March 19, 2026 |
$1,001 - $15,000 |
| ZIFF DAYS INC |
ZD |
STOCK |
sale
|
March 19, 2026 |
$15,001 - $50,000 |
| DATADOGS INC CLASS A |
DDOG |
STOCK |
sale
|
March 19, 2026 |
$15,001 - $50,000 |
| TESLA INC |
TSLA |
STOCK |
sale
|
March 19, 2026 |
$15,001 - $50,000 |
| VERTEX PHARMACEUTICALS INC |
VRTX |
STOCK |
purchase
|
March 19, 2026 |
$1,001 - $15,000 |
| VANGUARD S&P 500 ETF UNSOLICITED |
VOO |
ETF |
sale
|
March 19, 2026 |
$1,000,001 - $5,000,000 |
| KINSALE CAP GROUP INC |
KNSL |
STOCK |
sale
|
March 18, 2026 |
$15,001 - $50,000 |
| FIRST BNK, BANKSHARES IN |
FBNC |
STOCK |
purchase
|
March 18, 2026 |
Yes $50,001 - $100,000 |
| LOWES CO INC |
LOW |
STOCK |
sale
|
March 18, 2026 |
$15,001 - $50,000 |
| APPLOVIN CORP CLASS A |
APP |
STOCK |
purchase
|
March 18, 2026 |
Yes $50,001 - $100,000 |
| TRUMBULLE INC |
|
PRIVATE EQUITY |
sale
|
March 18, 2026 |
$100,001 - $250,000 |
| CHURCHILL DOWNS INC |
CHDN |
STOCK |
sale
|
March 18, 2026 |
$15,001 - $50,000 |
| WELLS FARGO & CO |
WFC |
STOCK |
purchase
|
March 18, 2026 |
Yes $50,001 - $100,000 |
| SYNCHRONY FINL |
SYF |
STOCK |
purchase
|
March 18, 2026 |
Yes $50,001 - $100,000 |
| MCDONALDS CORP |
MCD |
STOCK |
purchase
|
March 18, 2026 |
Yes $50,001 - $100,000 |
| TRIX CO INC |
|
STOCK |
purchase
|
March 18, 2026 |
$50,001 - $100,000 |
| SEAGATE TECHNOLOGY H F |
STX |
STOCK |
sale
|
March 18, 2026 |
$15,001 - $50,000 |
| ARES MGMT CORP CLASS A |
ARES |
STOCK |
sale
|
March 18, 2026 |
$50,001 - $100,000 |
| META PLATFORMS INC CLASS A |
META |
STOCK |
sale
|
March 18, 2026 |
$250,001 - $500,000 |
| O REILLY AUTOMOTIVE INC |
ORLY |
STOCK |
sale
|
March 18, 2026 |
$15,001 - $50,000 |
| TRACTOR SUPPLY CO |
TSCO |
STOCK |
sale
|
March 18, 2026 |
$15,001 - $50,000 |
| FORTINET INC |
FTNT |
STOCK |
sale
|
March 18, 2026 |
$15,001 - $50,000 |
| APOLLO GLOBAL MGMT INC N CLASS A |
APO |
STOCK |
purchase
|
March 18, 2026 |
Yes $50,001 - $100,000 |
| ABBOTT LABS |
ABT |
STOCK |
purchase
|
March 18, 2026 |
$100,001 - $250,000 |
| STRATEGY INC CLASS A |
|
STOCK |
sale
|
March 18, 2026 |
$15,001 - $50,000 |
| ROBLOX CORP CLASS A |
RBLX |
STOCK |
sale
|
March 18, 2026 |
$15,001 - $50,000 |
| ORACLE CORP |
ORCL |
STOCK |
purchase
|
March 18, 2026 |
Yes $100,001 - $250,000 |
| T-MOBILE US INC |
TMUS |
STOCK |
sale
|
March 18, 2026 |
$15,001 - $50,000 |
| ALASKA AIR GROUP INC |
ALK |
STOCK |
sale
|
March 18, 2026 |
Yes $15,001 - $50,000 |
| GRAPHIC PACKAGING HLDG C |
|
PRIVATE EQUITY |
sale
|
March 18, 2026 |
Yes $15,001 - $50,000 |
| SNAP INC CLASS A |
SNAP |
STOCK |
sale
|
March 18, 2026 |
Yes $15,001 - $50,000 |
| BRIGHT HORIZONS FAMILY S |
BFAM |
STOCK |
sale
|
March 18, 2026 |
Yes $15,001 - $50,000 |
| FOX CORP CLASS B |
FOXA |
STOCK |
sale
|
March 18, 2026 |
Yes $15,001 - $50,000 |
| BROADCOM INC |
AVGO |
STOCK |
sale
|
March 18, 2026 |
Yes $15,001 - $50,000 |
| ACCENTURE PLC IRELAND F CLASS A |
ACN |
STOCK |
purchase
|
March 18, 2026 |
$100,001 - $250,000 |
| RYAN SPECIALTY HOLDINGS CLASS A |
RSs |
STOCK |
sale
|
March 18, 2026 |
Yes $15,001 - $50,000 |
| BROADRIDGE FIN SOLUTION |
BR |
STOCK |
sale
|
March 18, 2026 |
Yes $15,001 - $50,000 |
| AMERICAN EXPRESS CO |
AXP |
STOCK |
sale
|
March 18, 2026 |
$100,001 - $250,000 |
| AURORA INNOVATION INC CLASS A |
AUR |
STOCK |
sale
|
March 18, 2026 |
Yes $15,001 - $50,000 |
| TESLA INC |
TSLA |
STOCK |
sale
|
March 18, 2026 |
Yes $15,001 - $50,000 |
| ABRIVE INC |
|
PRIVATE EQUITY |
sale
|
March 18, 2026 |
Yes $15,001 - $50,000 |
| AVANTOR INC |
AVTR |
STOCK |
sale
|
March 18, 2026 |
Yes $15,001 - $50,000 |
| VULCAN MATERIALS CO |
VMC |
STOCK |
sale
|
March 18, 2026 |
Yes $15,001 - $50,000 |
| ELEVANCE HEALTH INC |
ELV |
STOCK |
sale
|
March 18, 2026 |
Yes $15,001 - $50,000 |
| COMMERCE BANCSHARES INC |
CIFM |
STOCK |
purchase
|
March 18, 2026 |
$100,001 - $250,000 |
| JPMORGAN CHASE & CO |
JPM |
STOCK |
sale
|
March 18, 2026 |
Yes $15,001 - $50,000 |
| DISNEY WALT CO |
DIS |
STOCK |
purchase
|
March 18, 2026 |
$100,001 - $250,000 |
| PINTEREST INC CLASS A |
PINS |
STOCK |
sale
|
March 18, 2026 |
$15,001 - $50,000 |
| NVIDIA CORP |
NVDA |
STOCK |
sale
|
March 18, 2026 |
$50,001 - $100,000 |
| ROCKET COMPANIES CLASS A CLASS A |
RKT |
STOCK |
sale
|
March 18, 2026 |
$15,001 - $50,000 |
| S&P GLOBAL INC |
SPGI |
STOCK |
purchase
|
March 18, 2026 |
$100,001 - $250,000 |
| Roku, Inc. |
ROKU |
STOCK |
purchase
|
March 18, 2026 |
Yes $100,001 - $250,000 |
| GITLAB INC CLASS A |
GTLB |
STOCK |
sale
|
March 18, 2026 |
$15,001 - $50,000 |
| KRAFT HEINZ CO |
K |
STOCK |
sale
|
March 18, 2026 |
$50,001 - $100,000 |
| ESAB CORP |
ESAB |
STOCK |
sale
|
March 18, 2026 |
$15,001 - $50,000 |
| COINBASE GLOBAL INC CLASS A |
COIN |
STOCK |
purchase
|
March 18, 2026 |
Yes $50,001 - $100,000 |
| COMMVAULT SYS INC |
CVLT |
STOCK |
sale
|
March 18, 2026 |
$15,001 - $50,000 |
| REGIONS FINL CORP NEW |
RF |
STOCK |
sale
|
March 18, 2026 |
$50,001 - $100,000 |
| INVITATION HOMES INC |
INVH |
STOCK |
sale
|
March 18, 2026 |
$50,001 - $100,000 |
| DOWMNTY INC CLASS A |
DOW |
STOCK |
sale
|
March 18, 2026 |
$15,001 - $50,000 |
| QUALCOMM INC |
QCOM |
STOCK |
purchase
|
March 18, 2026 |
Yes $100,001 - $250,000 |
| SERVICENOW INC |
NOW |
STOCK |
purchase
|
March 18, 2026 |
$100,001 - $250,000 |
| EPAM SYS INC |
EPAM |
STOCK |
sale
|
March 18, 2026 |
$15,001 - $50,000 |
| HORMEL FOODS CORP |
HRL |
STOCK |
sale
|
March 18, 2026 |
$15,001 - $50,000 |
| INTUIT |
INTU |
STOCK |
purchase
|
March 18, 2026 |
Yes $100,001 - $250,000 |
| IBM CORP |
IBM |
STOCK |
sale
|
March 18, 2026 |
$15,001 - $50,000 |
| VISTRA CORP |
VST |
STOCK |
sale
|
March 18, 2026 |
$1,001 - $15,000 |
| AUTOMATIC DATA PROCESSIN |
ADP |
STOCK |
purchase
|
March 18, 2026 |
$100,001 - $250,000 |
| BLACKSTONE INC |
BX |
STOCK |
purchase
|
March 18, 2026 |
Yes $100,001 - $250,000 |
| MCD SOFT TECHNOLOGIES INC |
|
STOCK |
sale
|
March 18, 2026 |
$50,001 - $100,000 |
| GE HEALTHCARE TECHNOLOGI |
GEHC |
STOCK |
sale
|
March 18, 2026 |
$1,001 - $15,000 |
| DICKS SPORTING GOODS INC |
DKS |
STOCK |
sale
|
March 18, 2026 |
$15,001 - $50,000 |
| BOSTON SCIENTIFIC CORP |
BSX |
STOCK |
sale
|
March 18, 2026 |
$100,001 - $250,000 |
| ADOBE INC |
ADBE |
STOCK |
sale
|
March 18, 2026 |
$100,001 - $250,000 |
| Amazon Com Inc Com Solicited Order Discretion Exercised |
AMZN |
STOCK |
sale
|
March 18, 2026 |
$100,001 - $250,000 |
| INDULET CORP |
|
PRIVATE EQUITY |
sale
|
March 18, 2026 |
$15,001 - $50,000 |
| WORKDAY INC CLASS A |
WDAY |
STOCK |
sale
|
March 18, 2026 |
$100,001 - $250,000 |
| PAYCOM SOFTWARE INC |
PAYC |
STOCK |
sale
|
March 18, 2026 |
$15,001 - $50,000 |
| HOULIHAN LOKEY INC CLASS A |
HLI |
STOCK |
sale
|
March 18, 2026 |
$50,001 - $100,000 |
| BANK OF AMERICA CORP |
BAC |
STOCK |
sale
|
March 18, 2026 |
$100,001 - $250,000 |
| POOL CORP |
POOL |
STOCK |
sale
|
March 18, 2026 |
$50,001 - $100,000 |
| ROGZ ALLEN HAMILTON HLDG CLASS A |
|
PRIVATE EQUITY |
sale
|
March 18, 2026 |
$15,001 - $50,000 |
| AMDOCS LTD F |
smdc |
STOCK |
sale
|
March 18, 2026 |
$50,001 - $100,000 |
| PUBLIC STORAGE REIT |
PSA |
REAL ESTATE |
sale
|
March 18, 2026 |
$15,001 - $50,000 |
| MARSH & MCLENNAN COS INC |
MMC |
STOCK |
purchase
|
March 18, 2026 |
$100,001 - $250,000 |
| DRAFTKINGS INC NEW CLASS A |
DKNG |
STOCK |
sale
|
March 18, 2026 |
$15,001 - $50,000 |
| BUILDERS FIRSTSOURCE INC |
BLDR |
STOCK |
sale
|
March 18, 2026 |
$15,001 - $50,000 |
| COPART INC |
CPRT |
STOCK |
sale
|
March 18, 2026 |
$15,001 - $50,000 |
| CAPITAL ONE FINL CORP |
COF |
STOCK |
sale
|
March 18, 2026 |
$100,001 - $250,000 |
| FISERV INC |
FISV |
STOCK |
purchase
|
March 18, 2026 |
Yes $100,001 - $250,000 |
| VORNADOL Rlty TR REIT |
VNO |
REAL ESTATE |
purchase
|
March 18, 2026 |
Yes $50,001 - $100,000 |
| UNION PAC CORP |
UNP |
STOCK |
sale
|
March 18, 2026 |
$15,001 - $50,000 |
| CRH PUBLIC LIMITED CO F |
CRH |
STOCK |
sale
|
March 18, 2026 |
$50,001 - $100,000 |
| HEXICO CORP NEW CLASS A |
|
STOCK |
sale
|
March 18, 2026 |
$1,001 - $15,000 |
| IQVIA HLDGS INC |
IQV |
STOCK |
purchase
|
March 18, 2026 |
$15,001 - $50,000 |
| STERS PLC F |
STERS |
STOCK |
sale
|
March 18, 2026 |
$15,001 - $50,000 |
| UBER TECHNOLOGIES INC |
UBER |
STOCK |
purchase
|
March 18, 2026 |
Yes $100,001 - $250,000 |
| IXR & CO INC |
IXR |
STOCK |
sale
|
March 18, 2026 |
$100,001 - $250,000 |
| FLOOR & DECOR HLDGS INC CLASS A |
FND |
STOCK |
purchase
|
March 18, 2026 |
$50,001 - $100,000 |
| UPSTART HLDGS INC |
UPST |
STOCK |
sale
|
March 18, 2026 |
Yes $15,001 - $50,000 |
| AON PLC F CLASS A |
AON |
STOCK |
sale
|
March 18, 2026 |
$50,001 - $100,000 |
| 3M CO |
MMM |
STOCK |
sale
|
March 18, 2026 |
$15,001 - $50,000 |
| HUNTINGTON BANCSHARES IN |
HBAN |
STOCK |
sale
|
March 18, 2026 |
$50,001 - $100,000 |
| AUTOZONE INC |
AZO |
STOCK |
sale
|
March 18, 2026 |
$1,001 - $15,000 |
| VERSANT MEDIA GROUP INC CL A |
|
STOCK |
sale
|
March 18, 2026 |
$1,001 - $15,000 |
| REVVITY INC |
RVTY |
STOCK |
purchase
|
March 18, 2026 |
Yes $50,001 - $100,000 |
| VERIZON COMMUNICATIONS I |
VZ |
STOCK |
sale
|
March 18, 2026 |
$15,001 - $50,000 |
| VERSANT MEDIA GROUP INC CL A UNSOLICITED |
|
STOCK |
sale
|
March 18, 2026 |
$1,001 - $15,000 |
| COSTAR GROUP INC |
CSGP |
STOCK |
purchase
|
March 18, 2026 |
Yes $50,001 - $100,000 |
| TYLER TECHNOLOGIES INC |
TYL |
STOCK |
sale
|
March 18, 2026 |
$15,001 - $50,000 |
| SYNOPSYS INC |
SNPS |
STOCK |
sale
|
March 18, 2026 |
$15,001 - $50,000 |
| BLUE OWL CAP INC CLASS A |
OBDC |
STOCK |
sale
|
March 18, 2026 |
$50,001 - $100,000 |
| MARKEL GROUP INC |
MKL |
STOCK |
sale
|
March 18, 2026 |
$1,001 - $15,000 |
| DOORDASH INC CLASS A |
DASH |
STOCK |
purchase
|
March 17, 2026 |
Yes $1,001 - $15,000 |
| QUALCOMM INC |
QCOM |
STOCK |
purchase
|
March 17, 2026 |
Yes $1,001 - $15,000 |
| FASTENAL CO |
FAST |
STOCK |
purchase
|
March 17, 2026 |
Yes $1,001 - $15,000 |
| TRANE TECHNOLOGIES PLC F |
TT |
STOCK |
purchase
|
March 17, 2026 |
Yes $1,001 - $15,000 |
| IBM CORP |
IBM |
STOCK |
purchase
|
March 17, 2026 |
Yes $1,001 - $15,000 |
| RTX CORP |
RTX |
STOCK |
purchase
|
March 17, 2026 |
Yes $1,001 - $15,000 |
| TRUST FINL CORP |
TRFC |
STOCK |
purchase
|
March 17, 2026 |
Yes $1,001 - $15,000 |
| MARSH & MCLENNAN COS INC |
MMC |
STOCK |
purchase
|
March 17, 2026 |
Yes $1,001 - $15,000 |
| DISNEY WALT CO |
DIS |
STOCK |
purchase
|
March 17, 2026 |
Yes $1,001 - $15,000 |
| NEXTERA ENERGY INC |
NEE |
STOCK |
purchase
|
March 17, 2026 |
Yes $1,001 - $15,000 |
| APPLIED MATLS INC |
AMAT |
STOCK |
purchase
|
March 17, 2026 |
Yes $1,001 - $15,000 |
| STARBUCKS CORP |
SBUX |
STOCK |
purchase
|
March 17, 2026 |
Yes $1,001 - $15,000 |
| UNITED PARCEL SERVICE INC CL B |
UPS |
STOCK |
purchase
|
March 17, 2026 |
Yes $1,001 - $15,000 |
| IQVIA HLDGS INC |
IQV |
STOCK |
purchase
|
March 17, 2026 |
Yes $1,001 - $15,000 |
| ZOETIS INC |
ZTS |
STOCK |
sale
|
March 17, 2026 |
$100,001 - $250,000 |
| CARRIER GLOBAL CORPORATION COM |
CARR |
STOCK |
sale
|
March 17, 2026 |
$100,001 - $250,000 |
| SKYWORKS SOLUTIONS INC |
SWKS |
STOCK |
sale
|
March 17, 2026 |
$100,001 - $250,000 |
| JACOBS SOLUTIONS INC COM |
J |
STOCK |
sale
|
March 17, 2026 |
$100,001 - $250,000 |
| VULCAN MATLS CO |
VCN |
STOCK |
sale
|
March 17, 2026 |
$100,001 - $250,000 |
| CARVANA CO CL A |
CVNA |
STOCK |
sale
|
March 17, 2026 |
$100,001 - $250,000 |
| BROADCOM INC COM |
AVGO |
STOCK |
sale
|
March 17, 2026 |
$100,001 - $250,000 |
| FAIR ISAAC CORP |
|
STOCK |
sale
|
March 17, 2026 |
$100,001 - $250,000 |
| NXP SEMICONDUCTORS N V |
NXPI |
STOCK |
sale
|
March 17, 2026 |
$100,001 - $250,000 |
| COGNIZANT TECHNOLOGY SOLUTIONS CL A |
CTSH |
STOCK |
sale
|
March 17, 2026 |
$100,001 - $250,000 |
| AON PLC SHS CL A |
AON |
STOCK |
sale
|
March 17, 2026 |
$100,001 - $250,000 |
| WYLYS TOWNS TOWNS WATSON PUB LTDCO |
WATP |
STOCK |
sale
|
March 17, 2026 |
$100,001 - $250,000 |
| RAYMOND JAMES FINL INC |
RJF |
STOCK |
sale
|
March 17, 2026 |
$100,001 - $250,000 |
| DEXCOM INC |
DXCM |
STOCK |
sale
|
March 17, 2026 |
$100,001 - $250,000 |
| SMURFIT WESTROCK PLC SHS |
SW |
STOCK |
sale
|
March 17, 2026 |
$100,001 - $250,000 |
| METTLER-TOLEDO INTL INC COM |
MTD |
STOCK |
sale
|
March 17, 2026 |
$100,001 - $250,000 |
| NIKE INC CLASS B COM |
NKE |
STOCK |
sale
|
March 17, 2026 |
$100,001 - $250,000 |
| XYLEM INC |
XYL |
STOCK |
sale
|
March 17, 2026 |
$100,001 - $250,000 |
| RESMED INC |
RMD |
STOCK |
sale
|
March 17, 2026 |
$100,001 - $250,000 |
| WYNN RESORTS LTD |
WYNN |
STOCK |
sale
|
March 17, 2026 |
$100,001 - $250,000 |
| ROYAL CARIBBEAN GROUP |
RCL |
STOCK |
sale
|
March 17, 2026 |
$100,001 - $250,000 |
| Builders Firstsource Inc |
BLDR |
STOCK |
sale
|
March 17, 2026 |
$50,001 - $100,000 |
| Pool Corporation |
POOL |
STOCK |
sale
|
March 17, 2026 |
$50,001 - $100,000 |
| BALL CORP |
BALL |
STOCK |
sale
|
March 17, 2026 |
$50,001 - $100,000 |
| 3M COMPANY |
MMM |
STOCK |
sale
|
March 17, 2026 |
$50,001 - $100,000 |
| CARNIVAL CORP PAIRED CFT 1 COM CARNI |
CCL |
STOCK |
sale
|
March 17, 2026 |
$50,001 - $100,000 |
| ROBINHOOD MKTS INC COM CL A |
HOOD |
STOCK |
purchase
|
March 17, 2026 |
$100,001 - $250,000 |
| Paypal Holdings Inc |
PYPL |
STOCK |
purchase
|
March 17, 2026 |
$100,001 - $250,000 |
| NEWS CORP NEW |
NWSA |
STOCK |
purchase
|
March 17, 2026 |
Yes $100,001 - $250,000 |
| REPUBLIC SVCS INC |
RSG |
STOCK |
purchase
|
March 17, 2026 |
Yes $100,001 - $250,000 |
| PROLOGIS INC |
PLD |
STOCK |
purchase
|
March 17, 2026 |
Yes $100,001 - $250,000 |
| ACCENTURE PLC |
ACN |
STOCK |
sale
|
March 17, 2026 |
$1,000,001 - $5,000,000 |
| NVIDIA CORP |
NVDA |
STOCK |
purchase
|
March 17, 2026 |
$100,001 - $250,000 |
| ADVANCED MICRO DEVICES INC |
AMD |
STOCK |
sale
|
March 17, 2026 |
Yes $15,001 - $50,000 |
| TARGET CORP COM |
TGT |
STOCK |
purchase
|
March 17, 2026 |
Yes $50,001 - $100,000 |
| LENNOX INTL INC |
LII |
STOCK |
purchase
|
March 17, 2026 |
Yes $50,001 - $100,000 |
| MICROSOFT CORP |
MSFT |
STOCK |
purchase
|
March 17, 2026 |
Yes $50,001 - $100,000 |
| GE HEALTHCARE TECHNOLOGIES INC INC |
GEHC |
STOCK |
sale
|
March 17, 2026 |
$15,001 - $50,000 |
| MORGAN STANLEY |
MS |
STOCK |
sale
|
March 17, 2026 |
Yes $15,001 - $50,000 |
| EXPAND ENERGY CORP |
EXPN |
STOCK |
sale
|
March 17, 2026 |
Yes $15,001 - $50,000 |
| DEXCOM CORP |
DXCM |
STOCK |
sale
|
March 17, 2026 |
Yes $15,001 - $50,000 |
| United Syn Com Solicited Order Discretion Exercised |
|
nan |
sale
|
March 17, 2026 |
Yes $15,001 - $50,000 |
| STELLANTIS NV |
STLA |
STOCK |
sale
|
March 17, 2026 |
$15,001 - $50,000 |
| SALESFORCE INC |
CRM |
STOCK |
sale
|
March 17, 2026 |
$250,001 - $500,000 |
| Noble Corp Com Solicitied Order Discretion Exercised |
NE |
STOCK |
sale
|
March 17, 2026 |
$250,001 - $500,000 |
| APPLE INC |
AAPL |
STOCK |
purchase
|
March 17, 2026 |
$50,001 - $100,000 |
| VISTRA CORP |
VST |
STOCK |
purchase
|
March 17, 2026 |
Yes $50,001 - $100,000 |
| PROCTER & GAMBLE CO |
PG |
STOCK |
purchase
|
March 17, 2026 |
Yes $50,001 - $100,000 |
| BROADCOM INC |
AVGO |
STOCK |
purchase
|
March 17, 2026 |
Yes $50,001 - $100,000 |
| BECTON DICKINSON & CO |
BDX |
STOCK |
sale
|
March 17, 2026 |
$250,001 - $500,000 |
| REGENERON PHARMACY INC NEW CL B UNSOLICITED |
REGN |
STOCK |
purchase
|
March 17, 2026 |
Yes $50,001 - $100,000 |
| SUPER MICRO COMPUTER INC COM NEW |
SMCI |
STOCK |
sale
|
March 17, 2026 |
$15,001 - $50,000 |
| ALPHABET INC CLASS A |
GOOGL |
STOCK |
purchase
|
March 17, 2026 |
$15,001 - $50,000 |
| MICROSOFT CORP |
MSFT |
STOCK |
purchase
|
March 17, 2026 |
$15,001 - $50,000 |
| DOORDASH INC CL A |
DASH |
STOCK |
sale
|
March 17, 2026 |
$1,001 - $15,000 |
| GENUINE PARTS CO |
GPC |
STOCK |
sale
|
March 17, 2026 |
$1,001 - $15,000 |
| WORKDAY INC CLASS A |
WDAY |
STOCK |
sale
|
March 17, 2026 |
Yes $1,001 - $15,000 |
| FLUTTER ENTMT PLC F |
FLUT |
STOCK |
sale
|
March 17, 2026 |
Yes $1,001 - $15,000 |
| POOL CORP |
POOL |
STOCK |
sale
|
March 17, 2026 |
$1,001 - $15,000 |
| BLUE OWL CAP CAP INC CLASS A |
OBDC |
STOCK |
sale
|
March 17, 2026 |
$1,001 - $15,000 |
| ATLASSIAN CORP CLASS A |
TEAM |
STOCK |
sale
|
March 17, 2026 |
$1,001 - $15,000 |
| AGILENT TECHNOLOGIES INC |
A |
STOCK |
sale
|
March 17, 2026 |
$1,001 - $15,000 |
| ADOBE INC |
ADBE |
STOCK |
sale
|
March 17, 2026 |
$1,001 - $15,000 |
| EQUITABLE HLDGS INC |
EQH |
STOCK |
sale
|
March 17, 2026 |
$1,001 - $15,000 |
| LENNAR CORP CLASS A |
LEN |
STOCK |
sale
|
March 17, 2026 |
$1,001 - $15,000 |
| UNITED AIRLINES HLDG |
UAL |
STOCK |
sale
|
March 17, 2026 |
$1,001 - $15,000 |
| IDEXX LABORATORIES INC |
IDXX |
STOCK |
sale
|
March 17, 2026 |
$1,001 - $15,000 |
| HORMEL FOODS CORP |
HRL |
STOCK |
sale
|
March 17, 2026 |
$1,001 - $15,000 |
| AMAZON.COM INC |
AMZN |
STOCK |
purchase
|
March 17, 2026 |
$15,001 - $50,000 |
| ZOOM COMMUNICATIONS INC CLASS A |
ZM |
STOCK |
sale
|
March 17, 2026 |
$1,001 - $15,000 |
| BPM INTL INC |
|
STOCK |
sale
|
March 17, 2026 |
$1,001 - $15,000 |
| COHNET INC |
|
STOCK |
sale
|
March 17, 2026 |
$1,001 - $15,000 |
| RYAN SPECIALTY HOLDINGS CLASS A |
RXH |
STOCK |
sale
|
March 17, 2026 |
$1,001 - $15,000 |
| SMURFIT WESTROCK PLC F |
SW |
STOCK |
sale
|
March 17, 2026 |
$1,001 - $15,000 |
| GENERAL MILLS INC |
GIS |
STOCK |
sale
|
March 17, 2026 |
$1,001 - $15,000 |
| METLIFE INC |
MET |
STOCK |
sale
|
March 17, 2026 |
$1,001 - $15,000 |
| ACUITY INC |
|
nan |
sale
|
March 17, 2026 |
$1,001 - $15,000 |
| PLEX LTD |
|
nan |
sale
|
March 17, 2026 |
$1,001 - $15,000 |
| BROWN & BROWN INC |
BRO |
STOCK |
sale
|
March 17, 2026 |
$1,001 - $15,000 |
| ALPHABET INC CL C |
GOOG |
STOCK |
purchase
|
March 17, 2026 |
$15,001 - $50,000 |
| BROADRIDGE FIN SOLUTIONS INC |
BR |
STOCK |
purchase
|
March 17, 2026 |
$15,001 - $50,000 |
| INDE PLC ORD |
INDE |
STOCK |
purchase
|
March 17, 2026 |
$15,001 - $50,000 |
| BROADCOM INC |
AVGO |
STOCK |
purchase
|
March 17, 2026 |
Yes $15,001 - $50,000 |
| LYONDELLBASELL INDUST R CLASS A |
LYB |
STOCK |
purchase
|
March 17, 2026 |
$1,001 - $15,000 |
| OMNICOM GROUP INC |
OMC |
STOCK |
purchase
|
March 17, 2026 |
$1,001 - $15,000 |
| SOLVENTUM CORP |
SOLV |
STOCK |
purchase
|
March 17, 2026 |
$1,001 - $15,000 |
| AT&T INC |
T |
STOCK |
purchase
|
March 17, 2026 |
$1,001 - $15,000 |
| CORTEVA INC |
CTVA |
STOCK |
purchase
|
March 17, 2026 |
$1,001 - $15,000 |
| VERIZON COMMUNICATIONS I |
VZ |
STOCK |
purchase
|
March 17, 2026 |
$1,001 - $15,000 |
| COMCAST CORP NEW CLASS I |
CMCSA |
STOCK |
purchase
|
March 17, 2026 |
$1,001 - $15,000 |
| BLOCK INC A CLASS A |
SQ |
STOCK |
purchase
|
March 17, 2026 |
$1,001 - $15,000 |
| HUMANA INC |
HUM |
STOCK |
purchase
|
March 17, 2026 |
$1,001 - $15,000 |
| INTEL CORP |
INTC |
STOCK |
purchase
|
March 17, 2026 |
$1,001 - $15,000 |
| WILLIAMS COS INC |
WMB |
STOCK |
purchase
|
March 17, 2026 |
$1,001 - $15,000 |
| SANSARA INC CLASS A |
IOT |
STOCK |
purchase
|
March 17, 2026 |
$1,001 - $15,000 |
| CONBASE GLOBAL INC CLASS A |
COIN |
STOCK |
purchase
|
March 17, 2026 |
$1,001 - $15,000 |
| SOUTHERN CO |
SO |
STOCK |
purchase
|
March 17, 2026 |
$1,001 - $15,000 |
| NEWMONT CORP |
NEM |
STOCK |
purchase
|
March 17, 2026 |
$1,001 - $15,000 |
| AMERICAN INTL GROUP INC |
AIG |
STOCK |
purchase
|
March 17, 2026 |
$1,001 - $15,000 |
| NUCOR CORP |
NUE |
STOCK |
purchase
|
March 17, 2026 |
$1,001 - $15,000 |
| AST SPACEMOBILE INC CLASS A |
ASTS |
STOCK |
purchase
|
March 17, 2026 |
$1,001 - $15,000 |
| ALBEMARLE CORP |
ALB |
STOCK |
purchase
|
March 17, 2026 |
$1,001 - $15,000 |
| MOTOROLA SOLUTIONS INC |
MSI |
STOCK |
purchase
|
March 17, 2026 |
$1,001 - $15,000 |
| SANDYS CORP |
|
STOCK |
purchase
|
March 17, 2026 |
$1,001 - $15,000 |
| EQUIFAX INC |
EFX |
STOCK |
purchase
|
March 17, 2026 |
$1,001 - $15,000 |
| CME GROUP INC CLASS A |
CME |
STOCK |
purchase
|
March 17, 2026 |
$1,001 - $15,000 |
| MODERNA INC |
MRNA |
STOCK |
purchase
|
March 17, 2026 |
$1,001 - $15,000 |
| CVS HEALTH CORP |
CVS |
STOCK |
purchase
|
March 17, 2026 |
$1,001 - $15,000 |
| ARISTA NETWORKS INC |
ANET |
STOCK |
purchase
|
March 17, 2026 |
$1,001 - $15,000 |
| AUTOMATIC DATA PROCESSING |
ADP |
STOCK |
purchase
|
March 17, 2026 |
$1,001 - $15,000 |
| SNOWFLAKE INC CLASS A |
SNOW |
STOCK |
purchase
|
March 17, 2026 |
$1,001 - $15,000 |
| GILEAD SCIENCES INC |
GILD |
STOCK |
purchase
|
March 17, 2026 |
Yes $1,001 - $15,000 |
| TESLA INC |
TSLA |
STOCK |
purchase
|
March 17, 2026 |
$15,001 - $50,000 |
| BECTON DICKINSON & CO |
BDX |
STOCK |
purchase
|
March 17, 2026 |
$15,001 - $50,000 |
| BUNGE GLOBAL SA COM SHS |
BG |
STOCK |
purchase
|
March 17, 2026 |
Yes $15,001 - $50,000 |
| EMCOR GROUP INC |
EME |
STOCK |
purchase
|
March 17, 2026 |
$1,001 - $15,000 |
| WOODWARD INC |
WWD |
STOCK |
purchase
|
March 17, 2026 |
$1,001 - $15,000 |
| APPLOVIN CORP CLASS A |
APP |
STOCK |
purchase
|
March 17, 2026 |
$1,001 - $15,000 |
| GEESE & CO |
|
nan |
purchase
|
March 17, 2026 |
$1,001 - $15,000 |
| THE COCA-COLA CO |
KO |
STOCK |
purchase
|
March 17, 2026 |
$1,001 - $15,000 |
| PPG INCS INC |
PPG |
STOCK |
purchase
|
March 17, 2026 |
$1,001 - $15,000 |
| JOHNSON & JOHNSON |
JNJ |
STOCK |
purchase
|
March 17, 2026 |
$1,001 - $15,000 |
| STRATEGY INC CLASS A |
|
STOCK |
purchase
|
March 17, 2026 |
$1,001 - $15,000 |
| TAKE-TWO INTERACTIVE SOF |
TTWO |
STOCK |
purchase
|
March 17, 2026 |
$1,001 - $15,000 |
| CONOCOPHILLIPS |
COP |
STOCK |
purchase
|
March 17, 2026 |
$1,001 - $15,000 |
| RB GLOBAL INC F |
RBA |
STOCK |
purchase
|
March 17, 2026 |
$1,001 - $15,000 |
| CISCO SYS INC |
CSCO |
STOCK |
purchase
|
March 17, 2026 |
$1,001 - $15,000 |
| HOME DEPOT INC |
HD |
STOCK |
purchase
|
March 17, 2026 |
$1,001 - $15,000 |
| EXXON MOBIL CORP |
XOM |
STOCK |
purchase
|
March 17, 2026 |
$1,001 - $15,000 |
| MASTERCARD INC CLASS A |
MA |
STOCK |
purchase
|
March 17, 2026 |
$1,001 - $15,000 |
| AST SPACEMOBILE INC CL A |
ASTS |
STOCK |
purchase
|
March 17, 2026 |
$1,001 - $15,000 |
| UNITEDHEALTH GROUP INC |
UNH |
STOCK |
purchase
|
March 17, 2026 |
$1,001 - $15,000 |
| DAVITA INC |
DVA |
STOCK |
purchase
|
March 17, 2026 |
$1,001 - $15,000 |
| PAYCHEX INC |
PAYX |
STOCK |
purchase
|
March 17, 2026 |
$1,001 - $15,000 |
| INTUITIVE SURGICAL INC |
ISRG |
STOCK |
purchase
|
March 17, 2026 |
$1,001 - $15,000 |
| WABTEC |
WAB |
STOCK |
purchase
|
March 17, 2026 |
$1,001 - $15,000 |
| Iron Mtn Inc New |
IRM |
STOCK |
purchase
|
March 17, 2026 |
$1,001 - $15,000 |
| ABBOTT L ABS |
ABT |
FIXED INCOME |
purchase
|
March 17, 2026 |
$1,001 - $15,000 |
| O REILLY AUTOMOTIVE INC |
ORLY |
STOCK |
purchase
|
March 17, 2026 |
$1,001 - $15,000 |
| ALTRIA GROUP INC |
MO |
STOCK |
purchase
|
March 17, 2026 |
$1,001 - $15,000 |
| FORTINET INC |
FTNT |
STOCK |
purchase
|
March 17, 2026 |
$1,001 - $15,000 |
| UNION PAC CORP |
UNP |
STOCK |
purchase
|
March 17, 2026 |
$1,001 - $15,000 |
| ABBVIE INC |
ABBV |
STOCK |
purchase
|
March 17, 2026 |
$1,001 - $15,000 |
| SOFI TECHNOLOGIES INC |
SOFI |
STOCK |
purchase
|
March 17, 2026 |
$1,001 - $15,000 |
| API GROUP CORP |
APG |
STOCK |
purchase
|
March 17, 2026 |
$1,001 - $15,000 |
| TYSON FOODS INC CLASS A |
TSN |
STOCK |
purchase
|
March 17, 2026 |
$1,001 - $15,000 |
| PALO ALTO NETWORKS INC |
PANW |
STOCK |
purchase
|
March 17, 2026 |
$1,001 - $15,000 |
| PAYPAL HLDGS INC |
PYPL |
STOCK |
purchase
|
March 17, 2026 |
$1,001 - $15,000 |
| CROWDSTRIKE HLDGS INC CLASS A |
CRWD |
STOCK |
purchase
|
March 17, 2026 |
$1,001 - $15,000 |
| AMERICAN TOWER CORP NEW REIT |
AMT |
REAL ESTATE |
purchase
|
March 17, 2026 |
$1,001 - $15,000 |
| ABBVIE INC CL A |
ABBV |
STOCK |
purchase
|
March 17, 2026 |
$1,001 - $15,000 |
| CIENA CORP |
CIEN |
STOCK |
purchase
|
March 17, 2026 |
$1,001 - $15,000 |
| S&P GLOBAL INC |
SPGI |
STOCK |
purchase
|
March 17, 2026 |
$1,001 - $15,000 |
| INTUIT |
INTU |
STOCK |
purchase
|
March 17, 2026 |
$1,001 - $15,000 |
| MICRON TECHNOLOGY INC INC |
MU |
STOCK |
purchase
|
March 17, 2026 |
$1,001 - $15,000 |
| EQUITY RESIDENTIAL REIT |
|
REAL ESTATE |
purchase
|
March 17, 2026 |
$1,001 - $15,000 |
| HONEYWELL INTL INC |
HON |
STOCK |
purchase
|
March 17, 2026 |
$1,001 - $15,000 |
| CHARTER GLOBAL CORP |
CHTR |
STOCK |
purchase
|
March 17, 2026 |
$1,001 - $15,000 |
| DANAHER CORP |
DHR |
STOCK |
purchase
|
March 17, 2026 |
$1,001 - $15,000 |
| DELTA AIR LINES INC DEL |
DAL |
STOCK |
purchase
|
March 17, 2026 |
$1,001 - $15,000 |
| BLACKSTONE INC |
BX |
STOCK |
purchase
|
March 17, 2026 |
$1,001 - $15,000 |
| CHEVRON CORP NEW |
CVX |
STOCK |
purchase
|
March 17, 2026 |
$1,001 - $15,000 |
| TJX COS INC NEW |
TJX |
STOCK |
purchase
|
March 17, 2026 |
$1,001 - $15,000 |
| MERCK & CO. INC. |
MRK |
STOCK |
purchase
|
March 17, 2026 |
$1,001 - $15,000 |
| WALMART INC |
WMT |
STOCK |
purchase
|
March 17, 2026 |
$1,001 - $15,000 |
| ARES MANAGEMENT CORP CL A |
ARES |
STOCK |
purchase
|
March 17, 2026 |
$1,001 - $15,000 |
| COSTCO WHSL CORP NEW |
COST |
STOCK |
purchase
|
March 17, 2026 |
$1,001 - $15,000 |
| TARGET CORP. |
TGT |
STOCK |
purchase
|
March 17, 2026 |
$1,001 - $15,000 |
| GE AEROSPACE |
GE |
STOCK |
purchase
|
March 17, 2026 |
$1,001 - $15,000 |
| FORTINET INC |
FTNT |
STOCK |
purchase
|
March 17, 2026 |
$1,001 - $15,000 |
| GOLDMAN SACHS GROUP INC |
GS |
STOCK |
purchase
|
March 17, 2026 |
$1,001 - $15,000 |
| M&T BK CORP |
MTB |
STOCK |
purchase
|
March 17, 2026 |
$1,001 - $15,000 |
| PHILIP MORRIS INTL INC |
PM |
STOCK |
purchase
|
March 17, 2026 |
$1,001 - $15,000 |
| ORACLE CORP |
ORCL |
STOCK |
purchase
|
March 17, 2026 |
$1,001 - $15,000 |
| TEXAS INSTRUMENTS INC |
TXN |
STOCK |
purchase
|
March 17, 2026 |
$1,001 - $15,000 |
| BANK OF AMERICA CORP |
BAC |
STOCK |
purchase
|
March 17, 2026 |
$1,001 - $15,000 |
| NETFLIX INC |
NFLX |
STOCK |
purchase
|
March 17, 2026 |
$1,001 - $15,000 |
| EVERSOURCE ENERGY |
ES |
STOCK |
purchase
|
March 17, 2026 |
Yes $1,001 - $15,000 |
| ALTEMAN & CO CORP UNSOLICITED |
|
PRIVATE EQUITY |
purchase
|
March 13, 2026 |
$15,001 - $50,000 |
| VERSANT MEDIA GROUP INC |
|
STOCK |
sale
|
March 13, 2026 |
$1,001 - $15,000 |
| SCHWAB GOVERNMENT MONEY FUND |
SNVXX |
FUND |
sale
|
March 13, 2026 |
$1,001 - $15,000 |
| ANALOG DEVICES INC UNSOLICITED |
ADI |
STOCK |
purchase
|
March 13, 2026 |
$15,001 - $50,000 |
| GEN DIGITAL INC |
GNRL |
STOCK |
sale
|
March 13, 2026 |
$15,001 - $50,000 |
| CARVANA CO CLASS A |
CVNA |
STOCK |
sale
|
March 13, 2026 |
$15,001 - $50,000 |
| SYNOPSYS INC UNSOLICITED |
SNPS |
STOCK |
purchase
|
March 12, 2026 |
$15,001 - $50,000 |
| CHIPOTLE MEXICAN GRILL INC CL A UNSOLICITED |
CMG |
STOCK |
purchase
|
March 12, 2026 |
$15,001 - $50,000 |
| AMETEK INC (NEW) UNSOLICITED |
AME |
STOCK |
purchase
|
March 12, 2026 |
$15,001 - $50,000 |
| VERISK ANALYTICS INC CLASS A |
VRK |
STOCK |
sale
|
March 12, 2026 |
$50,001 - $100,000 |
| SAP GLOBAL INC |
SAP |
STOCK |
sale
|
March 12, 2026 |
Yes $1,001 - $15,000 |
| GODDADY INC CLASS A |
GODE |
STOCK |
sale
|
March 12, 2026 |
$50,001 - $100,000 |
| MSCI INC |
MSCI |
STOCK |
sale
|
March 12, 2026 |
$50,001 - $100,000 |
| PROCIRE TECHNOLOGIES INC |
PROC |
STOCK |
purchase
|
March 12, 2026 |
Yes $1,001 - $15,000 |
| SPROUTS FARMS MKT INC |
SFM |
STOCK |
sale
|
March 12, 2026 |
Yes $15,001 - $50,000 |
| SERVICENOW INC |
NOW |
STOCK |
sale
|
March 12, 2026 |
Yes $15,001 - $50,000 |
| DRAYTONKINGS INC NEW CLASS A |
DKNG |
STOCK |
purchase
|
March 12, 2026 |
$50,001 - $100,000 |
| BRIGHT HORIZONS FAMILY S |
BFAM |
STOCK |
purchase
|
March 12, 2026 |
$50,001 - $100,000 |
| MAPLEBEAR INC |
|
PRIVATE EQUITY |
sale
|
March 12, 2026 |
$15,001 - $50,000 |
| COSTAR GROUP INC |
CSGP |
STOCK |
sale
|
March 12, 2026 |
$50,001 - $100,000 |
| ROCKET LAB CORP CLASS A |
RKLB |
STOCK |
sale
|
March 12, 2026 |
$15,001 - $50,000 |
| GRAND CANYON ED INC |
CANY |
STOCK |
sale
|
March 12, 2026 |
$15,001 - $50,000 |
| WOODRIDGE INC CLASS A A |
|
STOCK |
sale
|
March 12, 2026 |
$50,001 - $100,000 |
| ROKU INC CLASS A |
ROKU |
STOCK |
sale
|
March 12, 2026 |
$15,001 - $50,000 |
| HUBSPOT INC |
HUBS |
STOCK |
sale
|
March 12, 2026 |
$15,001 - $50,000 |
| VORNADO RLTY TR REIT |
VNO |
REAL ESTATE |
sale
|
March 12, 2026 |
$15,001 - $50,000 |
| COPARIT INC |
|
nan |
sale
|
March 12, 2026 |
$15,001 - $50,000 |
| METLIFE INC |
MET |
STOCK |
sale
|
March 12, 2026 |
Yes $15,001 - $50,000 |
| GARTNER INC |
IT |
STOCK |
sale
|
March 12, 2026 |
Yes $15,001 - $50,000 |
| FOX CORP CLASS A |
FOXA |
STOCK |
sale
|
March 12, 2026 |
Yes $15,001 - $50,000 |
| PROCORE TECHNOLOGIES INC |
PCOR |
STOCK |
sale
|
March 12, 2026 |
$15,001 - $50,000 |
| INFOWorks INC |
|
PRIVATE EQUITY |
sale
|
March 12, 2026 |
Yes $1,001 - $15,000 |
| RINGCENTRAL INC CLASS A |
RNG |
STOCK |
purchase
|
March 12, 2026 |
$15,001 - $50,000 |
| CONSTRICTION HLDGS INC CLASS A |
|
STOCK |
sale
|
March 12, 2026 |
$1,001 - $15,000 |
| SENTINELONE INC CLASS A |
S |
STOCK |
purchase
|
March 12, 2026 |
Yes $50,001 - $100,000 |
| FIGMA INC CLASS A |
|
PRIVATE EQUITY |
purchase
|
March 12, 2026 |
$15,001 - $50,000 |
| META PLATFORMS INC CL A UNSOLICITED |
META |
STOCK |
purchase
|
March 12, 2026 |
Yes $100,001 - $250,000 |
| CENTENE CORP DEL |
CNC |
STOCK |
sale
|
March 12, 2026 |
$15,001 - $50,000 |
| MICRON TECHNOLOGY INC UNSOLICITED |
MU |
STOCK |
purchase
|
March 12, 2026 |
$15,001 - $50,000 |
| GE AEROSPACE UNSOLICITED |
GE |
STOCK |
purchase
|
March 12, 2026 |
$15,001 - $50,000 |
| QUALCOMM INC UNSOLICITED |
QCOM |
STOCK |
purchase
|
March 12, 2026 |
$15,001 - $50,000 |
| WALMART INC UNSOLICITED |
WMT |
STOCK |
purchase
|
March 12, 2026 |
$15,001 - $50,000 |
| COCA COLA CO COM UNSOLICITED |
KO |
STOCK |
purchase
|
March 12, 2026 |
$15,001 - $50,000 |
| ABBVIE INC COM UNSOLICITED |
ABBV |
STOCK |
purchase
|
March 12, 2026 |
$15,001 - $50,000 |
| SALESFORCE, INC, UNSOLICITED |
CRM |
STOCK |
purchase
|
March 12, 2026 |
$15,001 - $50,000 |
| CME GROUP INC UNSOLICITED |
CME |
STOCK |
purchase
|
March 12, 2026 |
$15,001 - $50,000 |
| UNION PAC LND NEW EUR UNSOLICITED |
UNP |
BOND |
purchase
|
March 12, 2026 |
$15,001 - $50,000 |
| TERADYNE INC UNSOLICITED |
TER |
STOCK |
purchase
|
March 12, 2026 |
$15,001 - $50,000 |
| EXPEDITORS INTL WASH INC UNSOLICITED |
EXPD |
STOCK |
purchase
|
March 12, 2026 |
$15,001 - $50,000 |
| SOUTHERN CO UNSOLICITED |
SO |
STOCK |
purchase
|
March 12, 2026 |
$15,001 - $50,000 |
| NXP SEMICONDUCTORS N V COM EUR UNSOLICITED |
NXPI |
STOCK |
purchase
|
March 12, 2026 |
$15,001 - $50,000 |
| GENERAL MOTORS CO UNSOLICITED |
GM |
STOCK |
purchase
|
March 12, 2026 |
$15,001 - $50,000 |
| HP INC UNSOLICITED |
HPQ |
STOCK |
purchase
|
March 12, 2026 |
$15,001 - $50,000 |
| MOTOROLA SOLUTIONS INC |
MSI |
STOCK |
purchase
|
March 12, 2026 |
$15,001 - $50,000 |
| PALANTIR TECHNOLOGIES INC CL A UNSOLICITED |
PLTR |
STOCK |
purchase
|
March 12, 2026 |
$15,001 - $50,000 |
| YUMI BRANDS INC UNSOLICITED |
YUM |
STOCK |
purchase
|
March 12, 2026 |
$15,001 - $50,000 |
| PALO ALTO NETWORKS INC UNSOLICITED |
PANW |
STOCK |
purchase
|
March 12, 2026 |
$15,001 - $50,000 |
| EVERGY INC UNSOLICITED |
EVRG |
STOCK |
purchase
|
March 12, 2026 |
$15,001 - $50,000 |
| CONS EDISON CO (HOLDING CO) UNSOLICITED |
ED |
STOCK |
purchase
|
March 12, 2026 |
$15,001 - $50,000 |
| GRAPHIC PACKAGING HLDG C |
GPK |
STOCK |
purchase
|
March 12, 2026 |
$15,001 - $50,000 |
| LOCKHEED MARTIN CORP UNSOLICITED |
LMT |
STOCK |
purchase
|
March 12, 2026 |
$15,001 - $50,000 |
| NISOURCE INC UNSOLICITED |
NI |
STOCK |
purchase
|
March 12, 2026 |
$15,001 - $50,000 |
| FORTINET INC UNSOLICITED |
FTNT |
STOCK |
purchase
|
March 12, 2026 |
$15,001 - $50,000 |
| CONSTELLATION ENERGY UNSOLICITED |
CEG |
STOCK |
purchase
|
March 12, 2026 |
$15,001 - $50,000 |
| PARKER HANNIFIN CORP UNSOLICITED |
PH |
STOCK |
purchase
|
March 12, 2026 |
$15,001 - $50,000 |
| VERISIGN INC UNSOLICITED |
VRSN |
STOCK |
purchase
|
March 12, 2026 |
$15,001 - $50,000 |
| AON PLC CL A UNSOLICITED |
AON |
STOCK |
purchase
|
March 12, 2026 |
$15,001 - $50,000 |
| CROWGSTRKE HLDGS INC CL A UNSOLICITED |
CROW |
STOCK |
purchase
|
March 12, 2026 |
$15,001 - $50,000 |
| WILLIAMS COS INC (DEL) UNSOLICITED |
WMB |
STOCK |
purchase
|
March 12, 2026 |
$15,001 - $50,000 |
| HEWLETT PACKARD ENTERPRISE CO UNSOLICITED |
HPE |
STOCK |
purchase
|
March 12, 2026 |
$15,001 - $50,000 |
| KEYSIGHT TECHNOLOGIES INC COM UNSOLICITED |
KEYS |
STOCK |
purchase
|
March 12, 2026 |
$15,001 - $50,000 |
| QUANTA SERVICES INC UNSOLICITED |
PWR |
STOCK |
purchase
|
March 12, 2026 |
$15,001 - $50,000 |
| BANK OF NEW YORK MELLON CORP UNSOLICITED |
BK |
STOCK |
purchase
|
March 12, 2026 |
$15,001 - $50,000 |
| DEERE NEW UNSOLICITED |
DE |
STOCK |
purchase
|
March 12, 2026 |
$15,001 - $50,000 |
| CISCO SYSTEMS INC UNSOLICITED |
CSCO |
STOCK |
purchase
|
March 12, 2026 |
$15,001 - $50,000 |
| FOX CORP CL A UNSOLICITED |
FOXA |
STOCK |
purchase
|
March 12, 2026 |
$15,001 - $50,000 |
| INTUIT UNSOLICITED |
INTU |
STOCK |
purchase
|
March 12, 2026 |
$15,001 - $50,000 |
| INTEL CORP UNSOLICITED |
INTC |
STOCK |
purchase
|
March 12, 2026 |
$15,001 - $50,000 |
| PTC INC COM UNSOLICITED |
PTC |
STOCK |
purchase
|
March 12, 2026 |
$15,001 - $50,000 |
| AUTODESK INC UNSOLICITED |
ADSK |
STOCK |
purchase
|
March 12, 2026 |
$15,001 - $50,000 |
| SKYWORKS SOLUTIONS INC UNSOLICITED |
SWKS |
STOCK |
purchase
|
March 12, 2026 |
$15,001 - $50,000 |
| ROPER TECHNOLOGIES INC UNSOLICITED |
ROP |
STOCK |
purchase
|
March 12, 2026 |
$15,001 - $50,000 |
| WARNER BROS DISCOVERY INC UNSOLICITED |
WBD |
STOCK |
purchase
|
March 12, 2026 |
$15,001 - $50,000 |
| TJX COS INC NEW UNSOLICITED |
TJX |
STOCK |
purchase
|
March 12, 2026 |
$15,001 - $50,000 |
| IXXR & CO INC CL A UNSOLICITED |
|
STOCK |
purchase
|
March 12, 2026 |
$15,001 - $50,000 |
| BOSTON SCIENTIFIC CORP UNSOLICITED |
BSX |
STOCK |
purchase
|
March 12, 2026 |
$15,001 - $50,000 |
| F3 INC UNSOLICITED |
|
PRIVATE EQUITY |
purchase
|
March 12, 2026 |
$15,001 - $50,000 |
| ZEBRA TECHNOLOGIES CORP CL A UNSOLICITED |
ZBRA |
STOCK |
purchase
|
March 12, 2026 |
$15,001 - $50,000 |
| BRISTOL MYERS SQUIBB CO UNSOLICITED |
BMY |
STOCK |
purchase
|
March 12, 2026 |
$15,001 - $50,000 |
| STARBUCKS CORP UNSOLICITED |
SBUX |
STOCK |
purchase
|
March 12, 2026 |
$15,001 - $50,000 |
| NEWMONT CORP UNSOLICITED |
NEM |
STOCK |
purchase
|
March 12, 2026 |
$15,001 - $50,000 |
| ADOBE INC (DELAWARE) UNSOLICITED |
ADBE |
STOCK |
purchase
|
March 12, 2026 |
$15,001 - $50,000 |
| TEXAS INSTRUMENTS UNSOLICITED |
TXN |
STOCK |
purchase
|
March 12, 2026 |
$15,001 - $50,000 |
| CADENCE DESIGN SYSTEM UNSOLICITED |
CDNS |
STOCK |
purchase
|
March 12, 2026 |
$15,001 - $50,000 |
| MASTERCARD INC CL A UNSOLICITED |
MA |
STOCK |
purchase
|
March 12, 2026 |
$15,001 - $50,000 |
| DEERE AND CO UNSOLICITED |
DE |
STOCK |
purchase
|
March 12, 2026 |
$15,001 - $50,000 |
| HONEYWELL INTL INC UNSOLICITED |
HON |
STOCK |
purchase
|
March 12, 2026 |
$15,001 - $50,000 |
| TRANE TECHNOLOGIES PLC UNSOLICITED |
TT |
STOCK |
purchase
|
March 12, 2026 |
Yes $15,001 - $50,000 |
| ARISTA NETWORKS INC UNSOLICITED |
ANET |
STOCK |
purchase
|
March 12, 2026 |
Yes $15,001 - $50,000 |
| SCHWAE CHARLES CORP NEW UNSOLICITED |
SCHW |
STOCK |
purchase
|
March 12, 2026 |
Yes $15,001 - $50,000 |
| ORACLE CORP UNSOLICITED |
ORCL |
STOCK |
purchase
|
March 12, 2026 |
Yes $15,001 - $50,000 |
| TRIMBLE INC COM UNSOLICITED |
TRMB |
STOCK |
purchase
|
March 12, 2026 |
Yes $15,001 - $50,000 |
| SERVICENOW INC UNSOLICITED |
NOW |
STOCK |
purchase
|
March 12, 2026 |
Yes $15,001 - $50,000 |
| EMCOR GROUP INC UNSOLICITED |
EME |
STOCK |
purchase
|
March 12, 2026 |
Yes $15,001 - $50,000 |
| VERTEX PHARMACEUTICALS, INC UNSOLICITED |
VRTX |
STOCK |
purchase
|
March 12, 2026 |
Yes $15,001 - $50,000 |
| ILLINOIS TOOL WORKS INC UNSOLICITED |
ITW |
STOCK |
purchase
|
March 12, 2026 |
Yes $15,001 - $50,000 |
| APPNOW CORP CL A UNSOLICITED |
APPN |
STOCK |
purchase
|
March 12, 2026 |
Yes $15,001 - $50,000 |
| LOWES COMPANIES INC UNSOLICITED |
LOW |
STOCK |
purchase
|
March 12, 2026 |
Yes $15,001 - $50,000 |
| WELLS FARGO & CO NEW UNSOLICITED |
WFC |
STOCK |
purchase
|
March 12, 2026 |
Yes $15,001 - $50,000 |
| BLACKROCK INC UNSOLICITED |
BLK |
STOCK |
purchase
|
March 12, 2026 |
Yes $15,001 - $50,000 |
| ACCENTURE PLC IRELAND CL A UNSOLICITED |
ACN |
STOCK |
purchase
|
March 12, 2026 |
Yes $15,001 - $50,000 |
| AMPHENOL CORP NEW CL A UNSOLICITED |
APH |
STOCK |
purchase
|
March 12, 2026 |
Yes $15,001 - $50,000 |
| MONOLITHIC POWER SYSTEMS INC UNSOLICITED |
MPWR |
STOCK |
purchase
|
March 12, 2026 |
Yes $15,001 - $50,000 |
| HUBBELL INC UNSOLICITED |
HUBB |
STOCK |
purchase
|
March 12, 2026 |
Yes $15,001 - $50,000 |
| BOEING COMPANY INC CL A UNSOLICITED |
BA |
STOCK |
purchase
|
March 12, 2026 |
$15,001 - $50,000 |
| ON SEMICONDUCTOR CORP UNSOLICITED |
ON |
STOCK |
purchase
|
March 12, 2026 |
Yes $15,001 - $50,000 |
| CITIGROUP INC UNSOLICITED |
C |
STOCK |
purchase
|
March 12, 2026 |
Yes $15,001 - $50,000 |
| BANK OF AMER CORP UNSOLICITED |
BAC |
STOCK |
purchase
|
March 12, 2026 |
Yes $15,001 - $50,000 |
| WILLIAMS SONOMA INC UNSOLICITED |
WSM |
STOCK |
purchase
|
March 12, 2026 |
Yes $15,001 - $50,000 |
| UNITED PARCEL SERVICES INC CL B UNSOLICITED |
UPS |
STOCK |
purchase
|
March 12, 2026 |
Yes $15,001 - $50,000 |
| CORPORATE SYSTEMS USA INC UNSOLICITED |
|
STOCK |
purchase
|
March 12, 2026 |
Yes $15,001 - $50,000 |
| HUNT J B TRANS SVCS INC UNSOLICITED |
|
PRIVATE EQUITY |
purchase
|
March 12, 2026 |
Yes $15,001 - $50,000 |
| RYAN SPECIALTY HOLDINGS CLASS A |
RXH |
STOCK |
purchase
|
March 12, 2026 |
$15,001 - $50,000 |
| DANAHER CORP UNSOLICITED |
DHR |
STOCK |
purchase
|
March 12, 2026 |
$15,001 - $50,000 |
| GE HEALTHCARE TECHNOLOGIES INC UNSOLICITED |
GEHC |
STOCK |
purchase
|
March 12, 2026 |
$15,001 - $50,000 |
| TEXAS INSTRUMENTS UNSOLICITED |
TXN |
STOCK |
purchase
|
March 11, 2026 |
$15,001 - $50,000 |
| WALT DISNEY CO HOLDING (CO) DISNEY COM UNSOLICITED |
DIS |
STOCK |
purchase
|
March 11, 2026 |
$15,001 - $50,000 |
| MERCK & CO INC COM UNSOLICITED |
MRK |
STOCK |
purchase
|
March 11, 2026 |
$15,001 - $50,000 |
| GE AEROSPACE UNSOLICITED |
GE |
STOCK |
purchase
|
March 11, 2026 |
Yes $15,001 - $50,000 |
| DUPONT DE NEMOURS INC UNSOLICITED |
DD |
STOCK |
purchase
|
March 11, 2026 |
$15,001 - $50,000 |
| FORTINET INC UNSOLICITED |
FTNT |
STOCK |
purchase
|
March 11, 2026 |
$15,001 - $50,000 |
| EDWARDS LIFESCIENCES CORP UNSOLICITED |
EW |
STOCK |
purchase
|
March 11, 2026 |
$15,001 - $50,000 |
| COCA COLA CO COM UNSOLICITED |
KO |
STOCK |
purchase
|
March 11, 2026 |
$15,001 - $50,000 |
| PRICE T ROWE GROUP INC UNSOLICITED |
TROW |
STOCK |
purchase
|
March 11, 2026 |
$15,001 - $50,000 |
| SERVICENOW INC UNSOLICITED |
NOW |
STOCK |
purchase
|
March 11, 2026 |
$15,001 - $50,000 |
| MCDONALDS CORP UNSOLICITED |
MCD |
STOCK |
purchase
|
March 11, 2026 |
$15,001 - $50,000 |
| INTL BUSINESS MACH UNSOLICITED |
IBM |
STOCK |
purchase
|
March 11, 2026 |
$15,001 - $50,000 |
| AUTODESK INC UNSOLICITED |
ADSK |
STOCK |
purchase
|
March 11, 2026 |
$15,001 - $50,000 |
| PALO ALTO NETWORKS INC UNSOLICITED |
PANW |
STOCK |
purchase
|
March 11, 2026 |
$15,001 - $50,000 |
| S&P GLOBAL INC UNSOLICITED |
SPGI |
STOCK |
purchase
|
March 11, 2026 |
$15,001 - $50,000 |
| ENERGY CORP NEW UNSOLICITED |
|
STOCK |
purchase
|
March 11, 2026 |
$15,001 - $50,000 |
| JOHNSON & JOHNSON COM UNSOLICITED |
JNJ |
STOCK |
purchase
|
March 11, 2026 |
Yes $15,001 - $50,000 |
| WALMART INC UNSOLICITED |
WMT |
STOCK |
purchase
|
March 11, 2026 |
$15,001 - $50,000 |
| NEXTERA ENERGY INC CEM UNSOLICITED |
NEE |
STOCK |
purchase
|
March 11, 2026 |
$15,001 - $50,000 |
| ORACLE CORP UNSOLICITED |
ORCL |
STOCK |
purchase
|
March 11, 2026 |
$15,001 - $50,000 |
| THERMO FISHER SCIENTIFIC INC UNSOLICITED |
TMO |
STOCK |
purchase
|
March 11, 2026 |
$15,001 - $50,000 |
| ARISTA NETWORKS INC UNSOLICITED |
ANET |
STOCK |
purchase
|
March 11, 2026 |
$15,001 - $50,000 |
| NRG ENERGY INC NEW UNSOLICITED |
NRG |
STOCK |
purchase
|
March 11, 2026 |
$15,001 - $50,000 |
| GODADDY INC CL A UNSOLICITED |
GDDY |
STOCK |
purchase
|
March 11, 2026 |
$15,001 - $50,000 |
| PHILIP MORRIS INTL INC UNSOLICITED |
PM |
STOCK |
purchase
|
March 11, 2026 |
$15,001 - $50,000 |
| WORKDAY INC CL A UNSOLICITED |
WDAY |
STOCK |
purchase
|
March 11, 2026 |
$15,001 - $50,000 |
| BLACKSTONE INC CL A UNSOLICITED |
BX |
STOCK |
purchase
|
March 11, 2026 |
$15,001 - $50,000 |
| RINCINENTAL INC CLASS A |
RL |
STOCK |
purchase
|
March 11, 2026 |
$15,001 - $50,000 |
| BLACKROCK INC UNSOLICITED |
BLK |
STOCK |
purchase
|
March 11, 2026 |
$15,001 - $50,000 |
| CORNING INC UNSOLICITED |
GLW |
STOCK |
purchase
|
March 11, 2026 |
$15,001 - $50,000 |
| INTUIT UNSOLICITED |
INTU |
STOCK |
purchase
|
March 11, 2026 |
$15,001 - $50,000 |
| PUBLIC SERVICE ENTERPRISE GROUP INC UNSOLICITED |
PEG |
STOCK |
purchase
|
March 11, 2026 |
$15,001 - $50,000 |
| GOLDMAN SACHS GROUP INC UNSOLICITED |
GS |
STOCK |
purchase
|
March 11, 2026 |
$15,001 - $50,000 |
| RESMED INC UNSOLICITED |
RMD |
STOCK |
purchase
|
March 11, 2026 |
$15,001 - $50,000 |
| T-MOBILE US INC COM UNSOLICITED |
TMUS |
STOCK |
purchase
|
March 11, 2026 |
$15,001 - $50,000 |
| PROGRESSIVE CORP OHIO UNSOLICITED |
PGR |
STOCK |
purchase
|
March 11, 2026 |
$15,001 - $50,000 |
| APOLLO GLOBAL MGMT INC UNSOLICITED |
APO |
STOCK |
purchase
|
March 11, 2026 |
$15,001 - $50,000 |
| PROCTER & GAMBLE CO UNSOLICITED |
PG |
STOCK |
purchase
|
March 11, 2026 |
$15,001 - $50,000 |
| MICRON TECHNOLOGY INC UNSOLICITED |
MU |
STOCK |
purchase
|
March 11, 2026 |
Yes $50,001 - $100,000 |
| BOEING COMPANY UNSOLICITED |
BA |
STOCK |
purchase
|
March 11, 2026 |
$15,001 - $50,000 |
| SALESFORCE, INC UNSOLICITED |
CRM |
STOCK |
purchase
|
March 11, 2026 |
$15,001 - $50,000 |
| MASTERCARD INC CL A UNSOLICITED |
MA |
STOCK |
purchase
|
March 11, 2026 |
$15,001 - $50,000 |
| SEGUE TECHNOLOGY HOLDGE UNSOLICITED |
|
PRIVATE EQUITY |
purchase
|
March 11, 2026 |
$15,001 - $50,000 |
| HUMANA INC UNSOLICITED |
HUM |
STOCK |
purchase
|
March 11, 2026 |
$15,001 - $50,000 |
| GILEAD SCIENCES INC UNSOLICITED |
GILD |
STOCK |
purchase
|
March 11, 2026 |
$15,001 - $50,000 |
| NASDAQ INC UNSOLICITED |
NDAQ |
STOCK |
purchase
|
March 11, 2026 |
$15,001 - $50,000 |
| COM CORP UNSOLICITED |
|
nan |
purchase
|
March 11, 2026 |
$15,001 - $50,000 |
| JPMORGAN CHASE & CO UNSOLICITED |
JPM |
STOCK |
purchase
|
March 11, 2026 |
$50,001 - $100,000 |
| HOME DEPOT INC UNSOLICITED |
HD |
STOCK |
purchase
|
March 11, 2026 |
Yes $50,001 - $100,000 |
| PALANTIR TECHNOLOGIES INC CL A UNSOLICITED |
PLTR |
STOCK |
purchase
|
March 11, 2026 |
$15,001 - $50,000 |
| ELECTRONIC ARTS UNSOLICITED |
EA |
STOCK |
purchase
|
March 11, 2026 |
$15,001 - $50,000 |
| DNTY ELECTRONICS INC COMMON STOCK |
|
STOCK |
purchase
|
March 11, 2026 |
$100,001 - $250,000 |
| META PLATFORMS INC CL A UNSOLICITED |
META |
STOCK |
purchase
|
March 11, 2026 |
$100,001 - $250,000 |
| SCHWAB GOVERNMENT MONEY FUND |
SNVXX |
FUND |
purchase
|
March 11, 2026 |
$1,001 - $15,000 |
| SCHWAB GOVERNMENT MONEY FUND |
SNVXX |
FUND |
purchase
|
March 11, 2026 |
$1,001 - $15,000 |
| CADENCE DESIGN SYSTEM UNSOLICITED |
CDNS |
STOCK |
purchase
|
March 11, 2026 |
$15,001 - $50,000 |
| AMGEN INC UNSOLICITED |
AMGN |
STOCK |
purchase
|
March 11, 2026 |
$15,001 - $50,000 |
| O REALLY AUTOMOTIVE INC UNSOLICITED |
|
nan |
purchase
|
March 11, 2026 |
$15,001 - $50,000 |
| FREEPORT-MCMORAN INC UNSOLICITED |
FCX |
STOCK |
purchase
|
March 11, 2026 |
$15,001 - $30,000 |
| ROBINHOOD MKTS INC CL A UNSOLICITED |
HOOD |
STOCK |
purchase
|
March 11, 2026 |
$15,001 - $50,000 |
| TYLER TECHNOLOGIES INC UNSOLICITED |
TYL |
STOCK |
purchase
|
March 11, 2026 |
$15,001 - $30,000 |
| TRACTOR SUPPLY COMPANY UNSOLICITED |
TSCO |
STOCK |
purchase
|
March 11, 2026 |
$15,001 - $50,000 |
| CATERPILLAR INC UNSOLICITED |
CAT |
STOCK |
purchase
|
March 11, 2026 |
$15,001 - $50,000 |
| XLA CORP UNSOLICITED |
XLA |
ETF |
purchase
|
March 11, 2026 |
$50,001 - $100,000 |
| WELLS FARGO & CO NEW UNSOLICITED |
WFC |
STOCK |
purchase
|
March 11, 2026 |
$15,001 - $50,000 |
| INTERCONTINENTAL EXCHANGE GROUP UNSOLICITED |
ICE |
STOCK |
purchase
|
March 11, 2026 |
$15,001 - $50,000 |
| MOTOROLA SOLUTIONS INC UNSOLICITED |
MSI |
STOCK |
purchase
|
March 11, 2026 |
$15,001 - $50,000 |
| ADOBE INC. (DELAWARE) UNSOLICITED |
ADBE |
STOCK |
purchase
|
March 11, 2026 |
$15,001 - $50,000 |
| MSCI INC UNSOLICITED |
MSCI |
STOCK |
purchase
|
March 11, 2026 |
$15,001 - $50,000 |
| QUALCOMM INC UNSOLICITED |
QCOM |
STOCK |
purchase
|
March 11, 2026 |
$50,001 - $100,000 |
| ROCKWELL AUTOMATION INC NEW UNSOLICITED |
ROK |
STOCK |
purchase
|
March 11, 2026 |
$15,001 - $50,000 |
| TE CONNECTIVITY CL P UNSOLICITED |
TEL |
STOCK |
purchase
|
March 11, 2026 |
Yes $15,001 - $50,000 |
| SYNOPSYS INC UNSOLICITED |
SNPS |
STOCK |
purchase
|
March 11, 2026 |
$15,001 - $50,000 |
| ON SEMICONDUCTOR CORP UNSOLICITED |
ON |
STOCK |
purchase
|
March 11, 2026 |
$15,001 - $50,000 |
| BANK OF AMER CORP UNSOLICITED |
BAC |
STOCK |
purchase
|
March 11, 2026 |
$15,001 - $50,000 |
| PATTERSON-UTI ENERGY INC |
PTEN |
STOCK |
purchase
|
March 11, 2026 |
$15,001 - $50,000 |
| STATE STREET FINANCIAL SELECT SECTOR SPDR ETF |
XLF |
ETF |
purchase
|
March 10, 2026 |
$100,001 - $250,000 |
| STATE STREET INDIRECT SELECT SECTOR SPOR ETF |
XLV |
ETF |
purchase
|
March 10, 2026 |
Yes $100,001 - $250,000 |
| TYLER TECHNOLOGIES INC |
TYL |
STOCK |
sale
|
March 10, 2026 |
$100,001 - $250,000 |
| PROCTER & GAMBLE CO |
PG |
STOCK |
purchase
|
March 10, 2026 |
$100,001 - $250,000 |
| VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF SHARES |
VIG |
ETF |
purchase
|
March 10, 2026 |
$100,001 - $250,000 |
| STATE STREET HEALTH CARE SELECT SECTOR SPOR ETF |
XLV |
ETF |
purchase
|
March 10, 2026 |
Yes $100,001 - $250,000 |
| ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF |
IDEV |
ETF |
purchase
|
March 10, 2026 |
Yes $100,001 - $250,000 |
| Gen Digital Inc |
GEN |
STOCK |
sale
|
March 10, 2026 |
$50,001 - $100,000 |
| THE TRADE DESK INC COM CL A |
TTD |
STOCK |
sale
|
March 10, 2026 |
$50,001 - $100,000 |
| STATE STREET ENERGY SELECT SECTOR SPOR ETF |
XLE |
ETF |
purchase
|
March 10, 2026 |
$100,001 - $250,000 |
| NVIDIA CORP |
NVDA |
STOCK |
sale
|
March 9, 2026 |
$1,001 - $15,000 |
| VERSANT MEDIA GROUP INC |
|
STOCK |
sale
|
March 9, 2026 |
$1,001 - $15,000 |
| Exxon Mobil Corp Com Solicited Order Discretion Exercised Allocated Order Your Broker Acted As Agent |
XOM |
STOCK |
sale
|
March 8, 2026 |
$15,001 - $50,000 |
| SPHERE ENTERTAINMENT A CLASS A |
SMRF |
STOCK |
purchase
|
March 7, 2026 |
$15,001 - $50,000 |
| Meta Platforms Inc Cl A Solicited Order Discretion Exercised |
META |
STOCK |
sale
|
March 6, 2026 |
$50,001 - $100,000 |
| Lilly Eli & Co Com Solicited Order Discretion Exercised |
LLY |
STOCK |
sale
|
March 6, 2026 |
$50,001 - $100,000 |
| RLI CORP |
RLI |
STOCK |
sale
|
March 6, 2026 |
$1,001 - $15,000 |
| Merck & Co Inc New Com Solicited Order Discretion Exercised |
MRK |
STOCK |
sale
|
March 6, 2026 |
$15,001 - $50,000 |
| Apple Inc Com Solstice Sold Option Discretion Exercised Average Unit Price Transaction Your Broker Acted As Agent |
AAPL |
OPTION |
sale
|
March 6, 2026 |
$100,001 - $250,000 |
| Johnson & Johnson Com Solicited Order Discretion Exercised Allocated Order Your Broker Acted As Agent |
JNJ |
STOCK |
sale
|
March 6, 2026 |
Yes $15,001 - $50,000 |
| AMBIVE INC |
AMBV |
STOCK |
purchase
|
March 6, 2026 |
$1,001 - $15,000 |
| Procter & Gamble Co Com Solicited Order Discretion Exercised |
PG |
STOCK |
sale
|
March 6, 2026 |
$15,001 - $50,000 |
| Wells Fargo & Co New Com Solicited Order Discretion Exercised |
WFC |
STOCK |
sale
|
March 6, 2026 |
Yes $15,001 - $50,000 |
| Jpmorgan Chase & Co Ccmn Avg Unit Price Transaction Your Broker Acted As Agent |
JPM |
STOCK |
sale
|
March 6, 2026 |
Yes $15,001 - $50,000 |
| VULCAN MATLS CO |
VMC |
STOCK |
sale
|
March 6, 2026 |
$1,001 - $15,000 |
| GARTNER INC |
IT |
STOCK |
sale
|
March 6, 2026 |
$1,001 - $15,000 |
| Costco Wholesale Corp New Corp Solicited Order Discretion Exercised |
COST |
STOCK |
sale
|
March 6, 2026 |
$15,001 - $50,000 |
| GENERAL MILLS INC |
GIS |
STOCK |
sale
|
March 6, 2026 |
$1,001 - $15,000 |
| Caterpillar Inc Com Solicited Order Discretion Exercised |
CAT |
STOCK |
sale
|
March 6, 2026 |
$15,001 - $50,000 |
| LAUDER ESTEE COS INC CLASS A |
EL |
STOCK |
sale
|
March 6, 2026 |
$1,001 - $15,000 |
| Walmart Inc Com Solicited Order Discretion Exercised |
WMT |
STOCK |
sale
|
March 6, 2026 |
Yes $15,001 - $50,000 |
| MCCORMICK & CO INC CLASS N |
MKC |
STOCK |
sale
|
March 6, 2026 |
$1,001 - $15,000 |
| COPART INC |
CPRT |
STOCK |
purchase
|
March 6, 2026 |
$1,001 - $15,000 |
| MARMAREIDE INC |
MRM |
STOCK |
sale
|
March 6, 2026 |
$15,001 - $50,000 |
| Tesla Inc Com Solicited Order Discretion Exercised |
TSLA |
STOCK |
sale
|
March 6, 2026 |
$50,001 - $100,000 |
| Oracle Corp Com Solicited Order Discretion Exercised |
ORCL |
STOCK |
sale
|
March 6, 2026 |
$15,001 - $50,000 |
| LPL FIN HLDGS INC |
LPL |
STOCK |
sale
|
March 6, 2026 |
$1,001 - $15,000 |
| Netflix Inc Com Solicited Order Discretion Exercised |
NFLX |
STOCK |
sale
|
March 6, 2026 |
Yes $15,001 - $50,000 |
| GRAPHIC PACKAGING HLDGS C |
GPK |
STOCK |
sale
|
March 6, 2026 |
$1,001 - $15,000 |
| Microsoft Corp Com Solicited Order Discretion Exercised Average Unit Price Transaction Your Broker Acted As Agent |
MSFT |
STOCK |
sale
|
March 6, 2026 |
$100,001 - $250,000 |
| SBA COMMUNICATIONS CORP REIT |
SBAC |
REAL ESTATE |
sale
|
March 6, 2026 |
$1,001 - $15,000 |
| STATE STREET SPDR S&P 500 ETF TRUST |
SPY |
ETF |
sale
|
March 5, 2026 |
$1,000,001 - $5,000,000 |
| STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF |
XLC |
ETF |
sale
|
March 5, 2026 |
$1,000,001 - $5,000,000 |
| Home Depot Inc Com Solicited Order Discretion Exercised |
HD |
STOCK |
sale
|
March 5, 2026 |
$15,001 - $50,000 |
| STELLANTIS NV |
STLA |
STOCK |
purchase
|
March 4, 2026 |
$1,001 - $15,000 |
| ISHARES GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF |
DERY |
ETF |
purchase
|
March 4, 2026 |
Yes $100,001 - $250,000 |
| VICTORY CAP HLDGS INC DE CLASS A |
VCH |
STOCK |
purchase
|
March 4, 2026 |
Yes $15,001 - $50,000 |
| PTC THERAPEUTICS INC |
PTC |
STOCK |
purchase
|
March 4, 2026 |
$15,001 - $50,000 |
| SITEMARK CORP |
SITEM |
STOCK |
purchase
|
March 4, 2026 |
Yes $15,001 - $50,000 |
| ESSENTIAL PPTYS RLTY TR REIT |
ESS |
REAL ESTATE |
purchase
|
March 4, 2026 |
$50,001 - $100,000 |
| PITNEY BOWES INC |
PLTS |
STOCK |
purchase
|
March 4, 2026 |
Yes $15,001 - $50,000 |
| ADMA BIOLOGICS INC |
ADMA |
STOCK |
purchase
|
March 4, 2026 |
Yes $15,001 - $50,000 |
| AMPHASTAR PHARMACEUTICAL |
AMPH |
STOCK |
purchase
|
March 4, 2026 |
Yes $15,001 - $50,000 |
| PEPSICO INC |
PEP |
STOCK |
purchase
|
March 4, 2026 |
$1,001 - $15,000 |
| ISHARES GOLD ETF |
IAU |
ETF |
sale
|
March 4, 2026 |
$50,001 - $100,000 |
| MILLROAD PPTYS INC CLASS A |
MLRP |
REAL ESTATE |
purchase
|
March 4, 2026 |
Yes $15,001 - $50,000 |
| CVB FINL CORP |
CVBF |
STOCK |
purchase
|
March 4, 2026 |
$15,001 - $50,000 |
| PERDOCEO ED CORP |
|
BOND |
purchase
|
March 4, 2026 |
$15,001 - $50,000 |
| ALAMO GROUP INC |
ALG |
STOCK |
purchase
|
March 4, 2026 |
$15,001 - $50,000 |
| NEXPOINT RESIDENTIAL TR REIT |
NEXT |
REAL ESTATE |
purchase
|
March 4, 2026 |
$15,001 - $50,000 |
| MUELLER WATER PRODUC CLASS SERIES A |
MWA |
STOCK |
purchase
|
March 4, 2026 |
$15,001 - $50,000 |
| MOHAWK INDS INC |
|
nan |
purchase
|
March 4, 2026 |
Yes $50,001 - $100,000 |
| OSY SYS INC |
|
nan |
purchase
|
March 4, 2026 |
$15,001 - $50,000 |
| HA SUSTAINABLE INFRIA REI |
|
REAL ESTATE |
purchase
|
March 4, 2026 |
$15,001 - $50,000 |
| BRINKER INTL INC INC |
EAT |
STOCK |
purchase
|
March 4, 2026 |
$15,001 - $50,000 |
| CATALYST PHARMACEUTICALS |
CPRX |
STOCK |
purchase
|
March 4, 2026 |
$15,001 - $50,000 |
| MATSON INC |
MATX |
STOCK |
purchase
|
March 4, 2026 |
$15,001 - $50,000 |
| BLACKSTONE MTG TR INC REIT |
BXMT |
REAL ESTATE |
purchase
|
March 4, 2026 |
$15,001 - $50,000 |
| BAXTER INTL INC |
BAX |
STOCK |
sale
|
March 4, 2026 |
$1,001 - $15,000 |
| BSC GROUP INC CLASS A |
|
STOCK |
purchase
|
March 4, 2026 |
Yes $15,001 - $50,000 |
| BRISTOL MYERS SQUIBB COMPANY |
BMY |
STOCK |
purchase
|
March 4, 2026 |
$1,001 - $15,000 |
| GORVO INC |
|
nan |
purchase
|
March 4, 2026 |
$15,001 - $50,000 |
| ARCHROCK INC |
AR |
STOCK |
purchase
|
March 4, 2026 |
$15,001 - $50,000 |
| VISHAY INTERTECHNOLOGY I |
VCRT |
STOCK |
purchase
|
March 4, 2026 |
$15,001 - $50,000 |
| URBAN OUTFITTERS INC |
URBN |
STOCK |
purchase
|
March 4, 2026 |
$15,001 - $50,000 |
| AMENTUM HLDGS INC EQUITY |
AMTM |
STOCK |
purchase
|
March 4, 2026 |
$15,001 - $50,000 |
| ST STR SPDR SAP GLOBAL NAT RES ETF |
SAP |
ETF |
sale
|
March 4, 2026 |
$15,001 - $50,000 |
| ENPHASE ENERGY INC |
ENPH |
STOCK |
purchase
|
March 4, 2026 |
$15,001 - $50,000 |
| GENERAL MILLS INC |
GIS |
STOCK |
sale
|
March 4, 2026 |
$1,001 - $15,000 |
| PAYCORE INC |
|
STOCK |
sale
|
March 4, 2026 |
$1,001 - $15,000 |
| DAUCH CORP |
|
nan |
purchase
|
March 4, 2026 |
$15,001 - $50,000 |
| NORTHERN OIL & GAS INC |
NOG |
STOCK |
purchase
|
March 4, 2026 |
$15,001 - $50,000 |
| VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUN |
VCIT |
FUND |
purchase
|
March 4, 2026 |
Yes $50,001 - $100,000 |
| POWER INTEGRATIONS INC |
PI |
STOCK |
purchase
|
March 4, 2026 |
$15,001 - $50,000 |
| NET BANCOHRP INC |
BANCO |
STOCK |
purchase
|
March 4, 2026 |
$15,001 - $50,000 |
| SJS RESTAURANTS INC |
SJX |
STOCK |
purchase
|
March 4, 2026 |
$15,001 - $50,000 |
| PATHWARD FINL INC |
SWBK |
STOCK |
purchase
|
March 4, 2026 |
$15,001 - $50,000 |
| SUNRUN INC |
RUN |
STOCK |
purchase
|
March 4, 2026 |
$15,001 - $50,000 |
| LUMEN TECHNOLOGIES INC |
LUMN |
STOCK |
purchase
|
March 4, 2026 |
$15,001 - $50,000 |
| TANDEM DIABETES CARE INC |
TNDM |
STOCK |
purchase
|
March 4, 2026 |
$15,001 - $50,000 |
| VSE CORP |
VSEC |
STOCK |
purchase
|
March 4, 2026 |
$15,001 - $50,000 |
| ULTRA CLEAN HOLDINGS INC |
ULCN |
STOCK |
purchase
|
March 4, 2026 |
$15,001 - $50,000 |
| STRIDE INC |
LRN |
STOCK |
purchase
|
March 4, 2026 |
$15,001 - $50,000 |
| STATE STRET ENERGY SECT SPOR ETF |
XLE |
ETF |
sale
|
March 4, 2026 |
$1,001 - $15,000 |
| ADEIA INC |
ADEIA |
STOCK |
purchase
|
March 4, 2026 |
Yes $15,001 - $50,000 |
| WORLD KINET CONP |
|
FUND |
purchase
|
March 4, 2026 |
Yes $15,001 - $50,000 |
| KONTOOR BRANDS INC |
KTEN |
STOCK |
purchase
|
March 4, 2026 |
$15,001 - $50,000 |
| STATE STRTH SLTH CRT BLK SEC SPOR ETF |
SLTC |
ETF |
purchase
|
March 4, 2026 |
Yes $100,001 - $250,000 |
| ICHOR HOLDINGS LTD F |
ICHR |
STOCK |
purchase
|
March 4, 2026 |
$15,001 - $50,000 |
| STATE STRT CONS DGRY SLT SE SP ETF IV A |
SDY |
ETF |
purchase
|
March 4, 2026 |
$100,001 - $250,000 |
| ARMSTRONG WORLD INDGS INC |
AWK |
STOCK |
purchase
|
March 4, 2026 |
Yes $15,001 - $50,000 |
| ITRON INC EQUITY CLASS EQUITY |
ITRI |
STOCK |
purchase
|
March 4, 2026 |
Yes $15,001 - $50,000 |
| PERDOCEO INC UNSOLICITED |
|
STOCK |
purchase
|
March 3, 2026 |
$15,001 - $50,000 |
| COMFORT SYS USA INC |
FIX |
STOCK |
purchase
|
March 3, 2026 |
$1,001 - $15,000 |
| EXXON MOBIL CORP UNSOLICITED |
XOM |
STOCK |
purchase
|
March 3, 2026 |
$100,001 - $250,000 |
| EQUINIX REIT UNSOLICITED |
EQIX |
REAL ESTATE |
purchase
|
March 3, 2026 |
$15,001 - $50,000 |
| PARKER-HANNIFIN CORP |
PH |
STOCK |
purchase
|
March 3, 2026 |
$1,001 - $15,000 |
| AMAZON.COM INC UNISOLICITED |
AMZN |
STOCK |
purchase
|
March 3, 2026 |
Yes $100,001 - $250,000 |
| ASGN INC |
ASGN |
STOCK |
purchase
|
March 3, 2026 |
$15,001 - $50,000 |
| EPAM SYS INC |
EPAM |
STOCK |
sale
|
March 3, 2026 |
$1,001 - $15,000 |
| META PLATFORMS INC CLASS A |
META |
STOCK |
purchase
|
March 3, 2026 |
Yes $15,001 - $50,000 |
| TAKE-TWO INTERACTIVE SOFTWARE UNSOLICITED |
TTWO |
STOCK |
purchase
|
March 2, 2026 |
$15,001 - $50,000 |
| DATADOG INC UNSOLICITED |
DDOG |
STOCK |
purchase
|
March 2, 2026 |
$15,001 - $50,000 |
| COSTCO WHOLESALE CORP UNSOLICITED |
COST |
STOCK |
purchase
|
March 2, 2026 |
Yes $100,001 - $250,000 |
| TELEYDINE TECHNOLOGIES INC UNSOLICITED |
TDy |
STOCK |
purchase
|
March 2, 2026 |
$15,001 - $50,000 |
| BOEING COMPANY UNSOLICITED |
BA |
STOCK |
purchase
|
March 2, 2026 |
$15,001 - $50,000 |
| WALT DISNEY CO (HOLDING CO) DISNEY COM UNSOLICITED |
DIS |
STOCK |
purchase
|
March 2, 2026 |
$15,001 - $50,000 |
| CORNING INC UNSOLICITED |
GLW |
STOCK |
purchase
|
March 2, 2026 |
$15,001 - $50,000 |
| LOWES COMPANIES INC UNSOLICITED |
LOW |
STOCK |
purchase
|
March 2, 2026 |
$15,001 - $50,000 |
| CONOCOPHILLIPS UNSOLICITED |
COP |
STOCK |
purchase
|
March 2, 2026 |
Yes $15,001 - $50,000 |
| WILLIAMS COS INC (DEL) UNSOLICITED |
WMB |
STOCK |
purchase
|
March 2, 2026 |
Yes $15,001 - $50,000 |
| AON PLC CL A UNSOLICITED |
AON |
STOCK |
purchase
|
March 2, 2026 |
$15,001 - $50,000 |
| EDWARDS LIFESCIENCES CORP UNSOLICITED |
EW |
STOCK |
purchase
|
March 2, 2026 |
$15,001 - $50,000 |
| STARBUCKS CORP UNSOLICITED |
SBUX |
STOCK |
purchase
|
March 2, 2026 |
$15,001 - $50,000 |
| CHIPOTLE MEXICAN GRILL INC CL A UNSOLICITED |
CMG |
STOCK |
purchase
|
March 2, 2026 |
$15,001 - $50,000 |
| SANDISK CORP INC UNSOLICITED |
|
STOCK |
purchase
|
March 2, 2026 |
Yes $50,001 - $100,000 |
| MOTOROLA SOLUTIONS INC UNSOLICITED |
MSI |
STOCK |
purchase
|
March 2, 2026 |
Yes $50,001 - $100,000 |
| VIRTUS INVEST PARTNERS INC |
|
FUND |
purchase
|
March 2, 2026 |
$50,001 - $100,000 |
| AMPHENOL CORP NEW CL A UNSOLICITED |
APH |
STOCK |
purchase
|
March 2, 2026 |
Yes $50,001 - $100,000 |
| HOME DEPOT INC UNSOLICITED |
HD |
STOCK |
purchase
|
March 2, 2026 |
Yes $50,001 - $100,000 |
| QNITY ELECTRONICS INC UNSOLICITED |
|
STOCK |
purchase
|
March 2, 2026 |
Yes $50,001 - $100,000 |
| TEXAS INSTRUMENTS UNSOLICITED |
TXN |
STOCK |
purchase
|
March 2, 2026 |
Yes $50,001 - $100,000 |
| APPLOVIN CORP CL A UNSOLICITED |
APP |
STOCK |
purchase
|
March 2, 2026 |
$15,001 - $50,000 |
| BRISTOL MYERS SQUIBB CO UNSOLICITED |
BMY |
STOCK |
purchase
|
March 2, 2026 |
$15,001 - $50,000 |
| AT&T INC UNSOLICITED |
T |
STOCK |
purchase
|
March 2, 2026 |
$15,001 - $50,000 |
| SALESFORCE, INC. UNSOLICITED |
CRM |
STOCK |
purchase
|
March 2, 2026 |
Yes $50,001 - $100,000 |
| CONE EDISON CO (HOLDING CO) UNSOLICITED |
ED |
STOCK |
purchase
|
March 2, 2026 |
$15,001 - $50,000 |
| CME GROUP INC UNSOLICITED |
CME |
STOCK |
purchase
|
March 2, 2026 |
$15,001 - $50,000 |
| CONSTELLATION ENERGY UNSOLICITED |
CEG |
STOCK |
purchase
|
March 2, 2026 |
$15,001 - $50,000 |
| FRANKLIN BSP REALTY |
FLRE |
FUND |
purchase
|
March 2, 2026 |
$15,001 - $50,000 |
| TESLA INC UNSOLICITED |
TSLA |
STOCK |
sale
|
March 2, 2026 |
$100,001 - $250,000 |
| BERVICEOONS INC UNSOLICITED |
|
OPTION |
purchase
|
March 2, 2026 |
Yes $50,001 - $100,000 |
| NXP SEMICONDUCTORS NV COM V NON US OILIMITED |
NXPI |
STOCK |
purchase
|
March 2, 2026 |
Yes $50,001 - $100,000 |
| AXON ENTERPRISE INC COM UNSOLICITED |
AXON |
STOCK |
purchase
|
March 2, 2026 |
$15,001 - $50,000 |
| MARATHON PETROLEUM CO UNSOLICITED |
MPC |
STOCK |
purchase
|
March 2, 2026 |
$15,001 - $50,000 |
| COINBASE GLOBAL INC CL A UNSOLICITED |
COIN |
STOCK |
purchase
|
March 2, 2026 |
$15,001 - $50,000 |
| KORE CO & CO INC CL A UNSOLICITED |
|
STOCK |
purchase
|
March 2, 2026 |
$15,001 - $50,000 |
| DEVON ENERGY CORP NEW UNSOLICITED |
DVN |
STOCK |
purchase
|
March 2, 2026 |
$15,001 - $50,000 |
| FIRSTENERGY CORP UNSOLICITED |
FE |
STOCK |
purchase
|
March 2, 2026 |
$15,001 - $50,000 |
| OLD DOMINION FREIGHT LINES INC UNSOLICITED |
ODFL |
STOCK |
purchase
|
March 2, 2026 |
$15,001 - $50,000 |
| CSW INDUSTRIALS INC |
CSWI |
STOCK |
purchase
|
March 2, 2026 |
$15,001 - $50,000 |
| CELANESE CORP DEL CLASS A |
CEL |
STOCK |
purchase
|
March 2, 2026 |
$15,001 - $50,000 |
| HEWLETT PACKARD ENTERPRISE CO UNSOLICITED |
HPE |
STOCK |
purchase
|
March 2, 2026 |
$15,001 - $50,000 |
| SCARBOROUGH INC |
|
nan |
purchase
|
March 2, 2026 |
$15,001 - $50,000 |
| FAIR ISAAC CORP UNSOLICITED |
|
PRIVATE EQUITY |
purchase
|
March 2, 2026 |
$15,001 - $50,000 |
| TEXAS PNC LAND CORP UNSOLICITED |
|
REAL ESTATE |
purchase
|
March 2, 2026 |
$15,001 - $50,000 |
| KINDER MORGAN INC UNSOLICITED |
KMI |
STOCK |
purchase
|
March 2, 2026 |
$15,001 - $50,000 |
| AVISTA CORP |
AVCT |
STOCK |
purchase
|
March 2, 2026 |
$15,001 - $50,000 |
| TRIMBLE INC COM UNSOLICITED |
TRMB |
STOCK |
purchase
|
March 2, 2026 |
$15,001 - $50,000 |
| HUBBELL INC UNSOLICITED |
HUBB |
STOCK |
purchase
|
March 2, 2026 |
$15,001 - $50,000 |
| GENERAC HLDGS INC UNSOLICITED |
GNRC |
STOCK |
purchase
|
March 2, 2026 |
$15,001 - $50,000 |
| TRANE TECHNOLOGIES PLC UNSOLICITED |
TT |
STOCK |
purchase
|
March 2, 2026 |
$15,001 - $50,000 |
| ARES MANAGEMENT CORPORATION CL A COM UNSOLICITED |
ARES |
STOCK |
purchase
|
March 2, 2026 |
$15,001 - $50,000 |
| MYTH TRUST CORP UNSOLICITED |
|
PRIVATE EQUITY |
purchase
|
March 2, 2026 |
$15,001 - $50,000 |
| THE TRADE DESK INC CL A UNSOLICITED |
TTD |
STOCK |
purchase
|
March 2, 2026 |
$15,001 - $50,000 |
| FIRST SOLAR INC UNSOLICITED |
FSLR |
STOCK |
purchase
|
March 2, 2026 |
$15,001 - $50,000 |
| PTC INC COM UNSOLICITED |
PTC |
STOCK |
purchase
|
March 2, 2026 |
$15,001 - $50,000 |
| AMERICAN STS WTR CO |
AMSW |
STOCK |
purchase
|
March 2, 2026 |
$15,001 - $50,000 |
| BLOCK INC CL A UNSOLICITED |
SQ |
STOCK |
purchase
|
March 2, 2026 |
$15,001 - $50,000 |
| CSX CORPORATION UNSOLICITED |
CSX |
STOCK |
purchase
|
March 2, 2026 |
$15,001 - $50,000 |
| CITIGROUP INC UNSOLICITED |
C |
STOCK |
purchase
|
March 2, 2026 |
$15,001 - $50,000 |
| JOHNSON CTLS INT'L PLC UNSOLICITED |
JNJ |
STOCK |
purchase
|
March 2, 2026 |
$15,001 - $50,000 |
| CORNERSTONE UNSOLICITED |
|
PRIVATE EQUITY |
purchase
|
March 2, 2026 |
$15,001 - $50,000 |
| UNION PACIFIC CORP UNSOLICITED |
UNP |
STOCK |
purchase
|
March 2, 2026 |
$15,001 - $50,000 |
| MERCK & CO INC COM UNSOLICITED |
MRK |
STOCK |
purchase
|
March 2, 2026 |
$50,001 - $100,000 |
| LILLY ELI & CO UNSOLICITED |
LLY |
STOCK |
purchase
|
March 2, 2026 |
$100,001 - $250,000 |
| UNITEDHEALTH GROUP INC UNSOLICITED |
UNH |
STOCK |
purchase
|
March 2, 2026 |
$50,001 - $100,000 |
| CADENCE DESIGN SYSTEM UNSOLICITED |
CDNS |
STOCK |
purchase
|
March 2, 2026 |
$100,001 - $250,000 |
| APPLIED MATERIALS INC UNSOLICITED |
AMAT |
STOCK |
purchase
|
March 2, 2026 |
$100,001 - $250,000 |
| ALPHABET INC CAP STK CL A |
GOOGL |
STOCK |
purchase
|
March 2, 2026 |
$100,001 - $250,000 |
| LAM RESEARCH CORP UNISOLICITED |
LRCX |
STOCK |
purchase
|
March 2, 2026 |
Yes $100,001 - $250,000 |
| CISCO SYSTEMS INC UNSOLICITED |
CSCO |
STOCK |
purchase
|
March 2, 2026 |
$100,001 - $250,000 |
| MONOLITHIC POWER SYSTEMS INC UNSOLICITED |
MPWR |
STOCK |
purchase
|
March 2, 2026 |
$100,001 - $250,000 |
| AMAZON.COM INC UNISOLICITED |
AMZN |
STOCK |
purchase
|
March 2, 2026 |
Yes $100,001 - $250,000 |
| BERKSHIRE HATHAWAY INC NEW CL B UNISOLICITED |
BRK.B |
STOCK |
purchase
|
March 2, 2026 |
Yes $100,001 - $250,000 |
| SMURFIT WESTROCK PLC SHS |
SW |
STOCK |
purchase
|
March 1, 2026 |
$100,001 - $250,000 |
| AMRES INC COM UNSOLICITED |
|
STOCK |
purchase
|
March 1, 2026 |
$15,001 - $50,000 |
| AGILYSYS INC |
AGYS |
STOCK |
sale
|
Feb. 28, 2026 |
$15,001 - $50,000 |
| STEPSTONE GRP INC CLASS A |
STEP |
STOCK |
sale
|
Feb. 28, 2026 |
Yes $15,001 - $50,000 |
| ALARM COM HLDGS INC |
ALRM |
STOCK |
purchase
|
Feb. 28, 2026 |
Yes $50,001 - $100,000 |
| STRIDE INC |
LRN |
STOCK |
sale
|
Feb. 28, 2026 |
$1,001 - $15,000 |
| TRIPADVISOR INC |
TRIP |
STOCK |
sale
|
Feb. 26, 2026 |
$15,001 - $50,000 |
| PENN ENTMT INC |
PENN |
STOCK |
purchase
|
Feb. 26, 2026 |
$15,001 - $50,000 |
| COMCAST RES INC |
CMCSA |
STOCK |
sale
|
Feb. 26, 2026 |
$15,001 - $50,000 |
| CERTAINA INC |
|
PRIVATE EQUITY |
sale
|
Feb. 26, 2026 |
$15,001 - $50,000 |
| INDIVOR PHARMACEUTICALS |
INPR |
STOCK |
sale
|
Feb. 26, 2026 |
$50,001 - $100,000 |
| ITRON INC EQUITY CLASS EQUITY |
ITRI |
STOCK |
sale
|
Feb. 26, 2026 |
$15,001 - $50,000 |
| SCHROINGER INC |
SDGR |
STOCK |
sale
|
Feb. 26, 2026 |
$15,001 - $50,000 |
| CONCEPT THERAPEUTICS INC |
CNPT |
STOCK |
purchase
|
Feb. 26, 2026 |
Yes $50,001 - $100,000 |
| GLAUKOS CORP |
GLK |
STOCK |
sale
|
Feb. 26, 2026 |
$1,001 - $15,000 |
| ENOVYS CORP |
|
PRIVATE EQUITY |
purchase
|
Feb. 26, 2026 |
$15,001 - $50,000 |
| UPWORK INC |
UPWK |
STOCK |
sale
|
Feb. 26, 2026 |
Yes $15,001 - $50,000 |
| PROGYNY INC |
PGNY |
STOCK |
purchase
|
Feb. 26, 2026 |
$15,001 - $50,000 |
| HARMONY BIOSCIENCES HLDG |
HARM |
STOCK |
sale
|
Feb. 26, 2026 |
$15,001 - $50,000 |
| MATSON INC |
MATX |
STOCK |
sale
|
Feb. 26, 2026 |
$1,001 - $15,000 |
| UNIFIRST CORP MASS |
UNF |
STOCK |
sale
|
Feb. 26, 2026 |
$1,001 - $15,000 |
| QUINSTREET INC |
QN |
STOCK |
purchase
|
Feb. 26, 2026 |
$15,001 - $50,000 |
| MGP INGREDIENTS INC NEW |
MGPI |
STOCK |
sale
|
Feb. 26, 2026 |
$15,001 - $50,000 |
| PAPA JOHNS INTL INC |
PZZA |
STOCK |
purchase
|
Feb. 26, 2026 |
$15,001 - $50,000 |
| BLOOMIN BRANDS INC |
BLO |
STOCK |
purchase
|
Feb. 26, 2026 |
Yes $15,001 - $50,000 |
| Q2 HLDGS INC |
Q2HLD |
STOCK |
sale
|
Feb. 26, 2026 |
$50,001 - $100,000 |
| CAL MAINE FOODS INC |
CALM |
STOCK |
sale
|
Feb. 26, 2026 |
$1,001 - $15,000 |
| MIRION TECHNOLOGIES INC CLASS A |
MIR |
STOCK |
sale
|
Feb. 26, 2026 |
$50,001 - $100,000 |
| APELLIS PHARMACEUTICALS |
APLS |
STOCK |
sale
|
Feb. 26, 2026 |
$1,001 - $15,000 |
| SPS COMM INC |
|
STOCK |
sale
|
Feb. 26, 2026 |
$50,001 - $100,000 |
| PIONEER GLOBAL INC |
|
STOCK |
sale
|
Feb. 26, 2026 |
$15,001 - $50,000 |
| ALKERMES PLC F |
ALKM |
STOCK |
sale
|
Feb. 26, 2026 |
Yes $15,001 - $50,000 |
| LA Z BOY INC |
LDY |
STOCK |
sale
|
Feb. 26, 2026 |
$1,001 - $15,000 |
| ARMADA HOLDINGS PIPELINE REIT |
|
REAL ESTATE |
purchase
|
Feb. 26, 2026 |
$15,001 - $50,000 |
| VITAL PHARM INC |
VITA |
STOCK |
purchase
|
Feb. 26, 2026 |
Yes $15,001 - $50,000 |
| N-ABLE INC |
NABL |
STOCK |
sale
|
Feb. 26, 2026 |
$15,001 - $50,000 |
| STEPHAN CO |
|
nan |
purchase
|
Feb. 26, 2026 |
Yes $15,001 - $50,000 |
| STRIDE INC |
LRN |
STOCK |
sale
|
Feb. 26, 2026 |
$15,001 - $50,000 |
| HUMANA INC |
HUM |
STOCK |
purchase
|
Feb. 26, 2026 |
$1,001 - $15,000 |
| ANGI INC CLASS A |
ANGI |
STOCK |
purchase
|
Feb. 26, 2026 |
Yes $15,001 - $50,000 |
| NAVENT CORP |
NAV |
STOCK |
sale
|
Feb. 26, 2026 |
Yes $15,001 - $50,000 |
| HEALTHSTREAM INC |
HSTM |
STOCK |
sale
|
Feb. 26, 2026 |
Yes $15,001 - $50,000 |
| COMMERZBANK INC |
CBK |
STOCK |
sale
|
Feb. 26, 2026 |
Yes $1,001 - $15,000 |
| ARBOR RLTY TR INC REIT |
ABR |
REAL ESTATE |
sale
|
Feb. 26, 2026 |
Yes $15,001 - $50,000 |
| BOOKING HLDGS INC |
BKNG |
STOCK |
purchase
|
Feb. 25, 2026 |
$100,001 - $250,000 |
| WILLSCOT HOLDINGS CO A CLASS A |
WLS |
STOCK |
purchase
|
Feb. 25, 2026 |
$15,001 - $50,000 |
| ONESPANEWORLD HLDGS LTD F |
|
STOCK |
sale
|
Feb. 25, 2026 |
Yes $1,001 - $15,000 |
| VERRA MOBILITY CORP CLASS A |
VRRM |
STOCK |
purchase
|
Feb. 25, 2026 |
Yes $50,001 - $100,000 |
| ABBOTT LABS |
ABT |
STOCK |
purchase
|
Feb. 24, 2026 |
$100,001 - $250,000 |
| WALMART INC |
WMT |
STOCK |
sale
|
Feb. 24, 2026 |
$250,001 - $500,000 |
| WALT DISNEY COMPANY COM |
DIS |
STOCK |
purchase
|
Feb. 24, 2026 |
$100,001 - $250,000 |
| SCHWAB GOVERNMENT MONEY FUND |
SNVXX |
FUND |
sale
|
Feb. 24, 2026 |
Yes $1,001 - $15,000 |
| GALLAGHER ARTHUR J & CO |
AJG |
STOCK |
sale
|
Feb. 23, 2026 |
$1,001 - $15,000 |
| CADENCE DESIGN SYS INC |
CDNS |
STOCK |
sale
|
Feb. 23, 2026 |
$1,001 - $15,000 |
| RUBRIK INC CLASS A |
RBRK |
STOCK |
purchase
|
Feb. 23, 2026 |
$1,001 - $15,000 |
| NUTANIX INC CLASS A |
NTNX |
STOCK |
purchase
|
Feb. 23, 2026 |
$1,001 - $15,000 |
| DYNATRACE INC |
DT |
STOCK |
sale
|
Feb. 23, 2026 |
Yes $1,001 - $15,000 |
| BANK OF AMERICA CORP |
BAC |
STOCK |
sale
|
Feb. 23, 2026 |
$1,001 - $15,000 |
| MORNINGSTAR INC |
MORN |
STOCK |
purchase
|
Feb. 23, 2026 |
$1,001 - $15,000 |
| BLUE OWM CAP INC CLASS A |
BLUE |
STOCK |
purchase
|
Feb. 23, 2026 |
$1,001 - $15,000 |
| DATADOG INC CLASS A |
DDOG |
STOCK |
purchase
|
Feb. 23, 2026 |
$1,001 - $15,000 |
| GENPACT LTD F |
GENP |
STOCK |
purchase
|
Feb. 23, 2026 |
$1,001 - $15,000 |
| ESSENT GROUP LTD F |
ESS |
STOCK |
sale
|
Feb. 23, 2026 |
$1,001 - $15,000 |
| MOODYS CORP |
MCO |
STOCK |
sale
|
Feb. 23, 2026 |
$1,001 - $15,000 |
| MASTERCARD INC CLASS A |
MA |
STOCK |
sale
|
Feb. 23, 2026 |
$15,001 - $50,000 |
| BROADRIDGE FIN SOLUTION |
BR |
STOCK |
purchase
|
Feb. 23, 2026 |
$1,001 - $15,000 |
| GOODADY INC CLASS A |
GODY |
STOCK |
purchase
|
Feb. 23, 2026 |
$1,001 - $15,000 |
| SS&C TECHNOLOGIES HLOGS |
SSNC |
STOCK |
sale
|
Feb. 23, 2026 |
$1,001 - $15,000 |
| CROWDSTRIKE HLDGS INC CLASS A |
CRWD |
STOCK |
purchase
|
Feb. 23, 2026 |
$1,001 - $15,000 |
| SOUTHERN CO |
SO |
STOCK |
purchase
|
Feb. 23, 2026 |
$1,001 - $15,000 |
| UPWATH INC CLASS A |
UPWD |
STOCK |
sale
|
Feb. 23, 2026 |
$1,001 - $15,000 |
| COPART INC |
CPRT |
STOCK |
sale
|
Feb. 23, 2026 |
$1,001 - $15,000 |
| GUIDWIRE SOFTWARE INC |
GWRE |
STOCK |
purchase
|
Feb. 23, 2026 |
$1,001 - $15,000 |
| BENTLEY SYS INC CLASS B |
BMLS |
STOCK |
purchase
|
Feb. 23, 2026 |
$1,001 - $15,000 |
| ELASTIC NV F |
ESTC |
STOCK |
purchase
|
Feb. 23, 2026 |
Yes $1,001 - $15,000 |
| EQUITABLE HLDGS INC |
EQH |
STOCK |
sale
|
Feb. 23, 2026 |
Yes $1,001 - $15,000 |
| FIDELITY NAT'L INFORMATION |
FNIDX |
FUND |
purchase
|
Feb. 23, 2026 |
Yes $1,001 - $15,000 |
| MARSH & MCLENAN COS INC |
MMC |
STOCK |
sale
|
Feb. 23, 2026 |
Yes $1,001 - $15,000 |
| AMAZON.COM INC |
AMZN |
STOCK |
sale
|
Feb. 23, 2026 |
Yes $1,001 - $15,000 |
| AUTODESK INC |
ADSK |
STOCK |
sale
|
Feb. 23, 2026 |
$1,001 - $15,000 |
| REDDIT INC CLASS A |
RDDT |
STOCK |
sale
|
Feb. 23, 2026 |
$1,001 - $15,000 |
| DOCUSIGN INC |
DOCU |
STOCK |
sale
|
Feb. 23, 2026 |
$1,001 - $15,000 |
| DXILSERVICE HLDGS INC |
|
STOCK |
purchase
|
Feb. 23, 2026 |
$1,001 - $15,000 |
| BLACKROCK INC |
BLK |
STOCK |
sale
|
Feb. 23, 2026 |
$1,001 - $15,000 |
| CISCO SYS INC |
CSCO |
STOCK |
purchase
|
Feb. 23, 2026 |
$1,001 - $15,000 |
| VERIZON COMMUNICATIONS I |
VZ |
STOCK |
sale
|
Feb. 23, 2026 |
$100,001 - $250,000 |
| PAYCOM SOFTWARE INC |
PAYC |
STOCK |
purchase
|
Feb. 23, 2026 |
$1,001 - $15,000 |
| ATLASSIAN CORP CLASS A |
TEAM |
STOCK |
purchase
|
Feb. 23, 2026 |
$1,001 - $15,000 |
| ADOBE INC |
ADBE |
STOCK |
purchase
|
Feb. 23, 2026 |
Yes $15,001 - $50,000 |
| PGE INC |
PCG |
STOCK |
purchase
|
Feb. 23, 2026 |
$1,001 - $15,000 |
| STRATEGY INC CLASS A |
|
STOCK |
sale
|
Feb. 23, 2026 |
$1,001 - $15,000 |
| TYLER TECHNOLOGIES INC |
TYL |
STOCK |
purchase
|
Feb. 23, 2026 |
Yes $1,001 - $15,000 |
| VISA INC CLASS A |
V |
STOCK |
purchase
|
Feb. 23, 2026 |
Yes $15,001 - $50,000 |
| PROCORE TECHNOLOGIES INC |
PCOR |
STOCK |
purchase
|
Feb. 23, 2026 |
$1,001 - $15,000 |
| NASDAQ INC |
NDAQ |
STOCK |
sale
|
Feb. 23, 2026 |
$1,001 - $15,000 |
| KKR & CO INC |
KKR |
STOCK |
sale
|
Feb. 23, 2026 |
Yes $1,001 - $15,000 |
| ARCHER AVIATION INC CLASS A |
ACHR |
STOCK |
purchase
|
Feb. 23, 2026 |
$1,001 - $15,000 |
| ADVANCED MICRO DEVICE |
AMD |
STOCK |
sale
|
Feb. 23, 2026 |
$1,001 - $15,000 |
| CSRE GROUP INC CLASS A |
CSRE |
STOCK |
sale
|
Feb. 23, 2026 |
$1,001 - $15,000 |
| ROBLOX CORP CLASS A |
RBLX |
STOCK |
sale
|
Feb. 23, 2026 |
$1,001 - $15,000 |
| POOL CORP |
POOL |
STOCK |
sale
|
Feb. 20, 2026 |
$1,001 - $15,000 |
| TENNANT CO |
TNC |
STOCK |
purchase
|
Feb. 20, 2026 |
$15,001 - $50,000 |
| ADVANCED ENERGY INDS INC |
AEIS |
STOCK |
sale
|
Feb. 20, 2026 |
$100,001 - $250,000 |
| BLACKROCK INC |
BLK |
STOCK |
sale
|
Feb. 20, 2026 |
$15,001 - $50,000 |
| WALKER & DUNLOP INC |
|
PRIVATE EQUITY |
sale
|
Feb. 20, 2026 |
$15,001 - $50,000 |
| AMD TECHNOLOGY CO |
AMD |
STOCK |
purchase
|
Feb. 20, 2026 |
$15,001 - $50,000 |
| EQUINIX INC |
EQIX |
STOCK |
sale
|
Feb. 20, 2026 |
$1,001 - $15,000 |
| PALO ALTO NETWORKS INC |
PANW |
STOCK |
purchase
|
Feb. 19, 2026 |
Yes $1,001 - $15,000 |
| MARIVELL TECHNOLOGY INC |
MRVL |
STOCK |
purchase
|
Feb. 19, 2026 |
Yes $1,001 - $15,000 |
| DOORDASH INC CL A |
DASH |
STOCK |
sale
|
Feb. 19, 2026 |
$1,001 - $15,000 |
| INSMIED INC PAR $.01 |
|
STOCK |
purchase
|
Feb. 19, 2026 |
Yes $1,001 - $15,000 |
| QUALCOMM INC |
QCOM |
STOCK |
sale
|
Feb. 19, 2026 |
$1,001 - $15,000 |
| NVIDIA CORP |
NVDA |
STOCK |
purchase
|
Feb. 19, 2026 |
$1,001 - $15,000 |
| EXPEDIA GROUP INC |
EXPE |
STOCK |
sale
|
Feb. 19, 2026 |
$1,001 - $15,000 |
| CREDO TECHNOLOGY GROUP HOLDING LTD |
CRDO |
STOCK |
sale
|
Feb. 19, 2026 |
$1,001 - $15,000 |
| MONGODB INC CL A |
MDB |
STOCK |
purchase
|
Feb. 19, 2026 |
Yes $1,001 - $15,000 |
| DATADOG INC CL A |
DDOG |
STOCK |
purchase
|
Feb. 19, 2026 |
$1,001 - $15,000 |
| CADENCE DESIGN SYSTEMS INC |
CDNS |
STOCK |
purchase
|
Feb. 19, 2026 |
$1,001 - $15,000 |
| ALNYLAM PHARMACEUTICALS INC |
ALNY |
STOCK |
sale
|
Feb. 19, 2026 |
$1,001 - $15,000 |
| INTUITIVE SURGICAL INC |
ISRG |
STOCK |
sale
|
Feb. 19, 2026 |
$1,001 - $15,000 |
| ROYALTY PHARMA PLC CL A |
RYTM |
STOCK |
sale
|
Feb. 19, 2026 |
$1,001 - $15,000 |
| NATERA INC |
NTRA |
STOCK |
sale
|
Feb. 19, 2026 |
$1,001 - $15,000 |
| SYNOPSYS INC |
SNPS |
STOCK |
sale
|
Feb. 19, 2026 |
Yes $1,001 - $15,000 |
| ADVANCED MICRO DEVICES INC |
AMD |
STOCK |
purchase
|
Feb. 19, 2026 |
$1,001 - $15,000 |
| STARBUCKS CORP |
SBUX |
STOCK |
purchase
|
Feb. 19, 2026 |
$1,001 - $15,000 |
| INTUIT INC |
INTU |
STOCK |
purchase
|
Feb. 19, 2026 |
$1,001 - $15,000 |
| QUALCOMM INC |
QCOM |
STOCK |
sale
|
Feb. 19, 2026 |
$1,001 - $15,000 |
| INSULET CORP |
PODD |
STOCK |
sale
|
Feb. 19, 2026 |
$1,001 - $15,000 |
| WORKDAY INC OL A |
WDAY |
STOCK |
purchase
|
Feb. 19, 2026 |
$1,001 - $15,000 |
| SALESFORCE INC |
CRM |
STOCK |
purchase
|
Feb. 13, 2026 |
$1,001 - $15,000 |
| SOFI TECHNOLOGIES INC |
SOFI |
STOCK |
sale
|
Feb. 13, 2026 |
$1,001 - $15,000 |
| LENNAR CORP CLASS A |
LEN |
STOCK |
sale
|
Feb. 13, 2026 |
$15,001 - $50,000 |
| FLUTTER ENTNMT PLC F |
FLUT |
STOCK |
sale
|
Feb. 13, 2026 |
$15,001 - $50,000 |
| GEN DIGITAL INC |
GNLY |
STOCK |
sale
|
Feb. 13, 2026 |
$1,001 - $15,000 |
| TRANSUNION |
TRU |
STOCK |
purchase
|
Feb. 13, 2026 |
$1,001 - $15,000 |
| BRIGHT HORIZONS FAMILY S |
BFAM |
STOCK |
sale
|
Feb. 13, 2026 |
$1,001 - $15,000 |
| INTUIT |
INTU |
STOCK |
sale
|
Feb. 13, 2026 |
$1,001 - $15,000 |
| AMERICAN TOWER CORP NEW REIT NET |
AMT |
REAL ESTATE |
purchase
|
Feb. 13, 2026 |
Yes $1,001 - $15,000 |
| SAILPOINT INC |
|
PRIVATE EQUITY |
purchase
|
Feb. 13, 2026 |
$50,001 - $100,000 |
| TAKE-TWO INTERACTIVE SOF |
TTWO |
STOCK |
sale
|
Feb. 13, 2026 |
$1,001 - $15,000 |
| MASTERCARD INC CLASS A |
MA |
STOCK |
sale
|
Feb. 13, 2026 |
$1,001 - $15,000 |
| THE TRADE DESK INC CLASS A |
TTD |
STOCK |
purchase
|
Feb. 13, 2026 |
$1,001 - $15,000 |
| AKAMAI TECHNOLOGIES INC |
AKAM |
STOCK |
purchase
|
Feb. 13, 2026 |
$1,001 - $15,000 |
| NUTANIX INC CLASS A |
NTNX |
STOCK |
purchase
|
Feb. 13, 2026 |
$1,001 - $15,000 |
| STRATEGY INC CLASS A |
|
STOCK |
sale
|
Feb. 13, 2026 |
$1,001 - $15,000 |
| FACTSET RESH SYS INC |
FDS |
STOCK |
sale
|
Feb. 13, 2026 |
$15,001 - $50,000 |
| COSTAR GROUP INC |
CSGP |
STOCK |
sale
|
Feb. 12, 2026 |
$50,001 - $100,000 |
| FORTINET INC |
FTNT |
STOCK |
purchase
|
Feb. 12, 2026 |
$50,001 - $100,000 |
| UBER TECHNOLOGIES INC |
UBER |
STOCK |
sale
|
Feb. 12, 2026 |
$1,001 - $15,000 |
| MARSH & MCLENNAN COS INC |
MMC |
STOCK |
sale
|
Feb. 12, 2026 |
$1,001 - $15,000 |
| GALLAGHER ARTHUR J & CO |
AJG |
STOCK |
sale
|
Feb. 12, 2026 |
$1,001 - $15,000 |
| FLUTTER ENTMT PLC F |
FLUTT |
STOCK |
purchase
|
Feb. 12, 2026 |
$1,001 - $15,000 |
| NUTANIX INC CLASS A |
NTNX |
STOCK |
purchase
|
Feb. 12, 2026 |
$50,001 - $100,000 |
| TPG INC CLASS A |
TPG |
STOCK |
purchase
|
Feb. 12, 2026 |
$50,001 - $100,000 |
| PAYPAL HLDGS INC |
PYPL |
STOCK |
sale
|
Feb. 12, 2026 |
$1,001 - $15,000 |
| BLACKSTONE INC |
BX |
STOCK |
sale
|
Feb. 12, 2026 |
$1,001 - $15,000 |
| MARSH & MCLENNAN COS INC |
MMC |
STOCK |
sale
|
Feb. 12, 2026 |
$100,001 - $250,000 |
| AXON ENTERPRISE, INC |
AXON |
STOCK |
sale
|
Feb. 12, 2026 |
$1,001 - $15,000 |
| SANYARA INC CLASS A |
|
STOCK |
sale
|
Feb. 12, 2026 |
$1,001 - $15,000 |
| TOAST INC CLASS A |
TOST |
STOCK |
sale
|
Feb. 12, 2026 |
$15,001 - $50,000 |
| ZILLOW GROUP INC CLASS C |
ZG |
STOCK |
sale
|
Feb. 12, 2026 |
$15,001 - $50,000 |
| BLOCK H & R INC |
HAN |
STOCK |
sale
|
Feb. 12, 2026 |
$15,001 - $50,000 |
| SOFI TECHNOLOGIES INC |
SOFI |
STOCK |
sale
|
Feb. 12, 2026 |
$15,001 - $50,000 |
| BLUE OWL CAP INC CLASS A |
OBDC |
STOCK |
purchase
|
Feb. 12, 2026 |
Yes $50,001 - $100,000 |
| ATLASSIAN CORP CLASS A |
TEAM |
STOCK |
sale
|
Feb. 12, 2026 |
$1,001 - $15,000 |
| PALANTIR TECHNOLOGIES IN CLASS A |
PLTR |
STOCK |
sale
|
Feb. 12, 2026 |
$100,001 - $250,000 |
| ADOBE INC |
ADBE |
STOCK |
purchase
|
Feb. 12, 2026 |
$1,001 - $15,000 |
| GODADDY INC CLASS A |
GDDY |
STOCK |
sale
|
Feb. 12, 2026 |
$1,001 - $15,000 |
| TOAST INC CLASS A |
TOST |
STOCK |
sale
|
Feb. 12, 2026 |
$1,001 - $15,000 |
| QUALCOMM INC |
QCOM |
STOCK |
sale
|
Feb. 12, 2026 |
$1,001 - $15,000 |
| ZILLOW GROUP INC CLASS C |
Z |
STOCK |
sale
|
Feb. 12, 2026 |
$1,001 - $15,000 |
| VARONIS SYS INC |
VRNS |
STOCK |
sale
|
Feb. 12, 2026 |
$1,001 - $15,000 |
| TYLER TECHNOLOGIES INC |
TYL |
STOCK |
sale
|
Feb. 12, 2026 |
$1,001 - $15,000 |
| ZSCALER INC |
ZS |
STOCK |
sale
|
Feb. 12, 2026 |
$1,001 - $15,000 |
| CBRE GROUP INC CLASS A |
CBRE |
STOCK |
sale
|
Feb. 12, 2026 |
$1,001 - $15,000 |
| DYNATRACE INC |
DT |
STOCK |
sale
|
Feb. 12, 2026 |
$1,001 - $15,000 |
| FISERV INC |
FISV |
STOCK |
sale
|
Feb. 12, 2026 |
$1,001 - $15,000 |
| ACCENTURE PLC IRELAND F CLASS A |
ACN |
STOCK |
sale
|
Feb. 12, 2026 |
$250,001 - $500,000 |
| UNITEDHEALTH GROUP INC |
UNH |
STOCK |
sale
|
Feb. 12, 2026 |
$15,001 - $50,000 |
| BLOCK INC CLASS A |
SQ |
STOCK |
sale
|
Feb. 12, 2026 |
$15,001 - $50,000 |
| ROBINHOOD MKTS INC CLASS A |
HOOD |
STOCK |
sale
|
Feb. 12, 2026 |
$15,001 - $50,000 |
| SERVICE CORP INTL |
SCI |
STOCK |
sale
|
Feb. 12, 2026 |
$15,001 - $50,000 |
| CONSTELLATION ENERGY COR |
CEG |
STOCK |
sale
|
Feb. 12, 2026 |
Yes $15,001 - $50,000 |
| THE TRADE DESK INC CLASS A |
TTD |
STOCK |
sale
|
Feb. 12, 2026 |
Yes $15,001 - $50,000 |
| FAIR ISAAC CORP |
|
PRIVATE EQUITY |
sale
|
Feb. 12, 2026 |
Yes $15,001 - $50,000 |
| WPFLOCITY HLDG CORP |
|
PRIVATE EQUITY |
sale
|
Feb. 12, 2026 |
Yes $15,001 - $50,000 |
| TYLER TECHNOLOGIES INC |
TYL |
STOCK |
purchase
|
Feb. 12, 2026 |
$100,001 - $250,000 |
| ROBLOX CORP CLASS A |
RBLX |
STOCK |
purchase
|
Feb. 12, 2026 |
$1,001 - $15,000 |
| GALLAGHER ARTHUR J & CO |
AJG |
STOCK |
purchase
|
Feb. 12, 2026 |
$100,001 - $250,000 |
| RYAN SPECIALTY HOLDINGS CLASS A |
RXH |
STOCK |
purchase
|
Feb. 12, 2026 |
$1,001 - $15,000 |
| ADNI FC REIT CL A |
ADNI |
REAL ESTATE |
purchase
|
Feb. 12, 2026 |
$100,001 - $250,000 |
| ONEPASWORLD HLDGS LTD F |
OPWL |
STOCK |
purchase
|
Feb. 12, 2026 |
Yes $15,001 - $50,000 |
| AMERICAN TOWER CORP NEW REIT |
AMT |
REAL ESTATE |
purchase
|
Feb. 12, 2026 |
$100,001 - $250,000 |
| MORNINGSTAR INC |
MORN |
STOCK |
purchase
|
Feb. 12, 2026 |
$1,001 - $15,000 |
| CONSTELLATION ENERGY COR |
CEG |
STOCK |
purchase
|
Feb. 12, 2026 |
$1,001 - $15,000 |
| NETFLIX INC |
NFLX |
STOCK |
purchase
|
Feb. 12, 2026 |
$1,001 - $15,000 |
| VERIZON COMMUNICATIONS I |
VZ |
STOCK |
purchase
|
Feb. 12, 2026 |
$1,001 - $15,000 |
| MASTERCARD INC CLAS A |
MA |
STOCK |
purchase
|
Feb. 12, 2026 |
Yes $100,001 - $250,000 |
| INTERCONTINENTAL EXCHANGE |
ICE |
STOCK |
purchase
|
Feb. 12, 2026 |
Yes $100,001 - $250,000 |
| AT&T INC |
T |
STOCK |
purchase
|
Feb. 12, 2026 |
Yes $100,001 - $250,000 |
| STRYKER CORP CORP |
SYK |
STOCK |
purchase
|
Feb. 12, 2026 |
Yes $100,001 - $250,000 |
| PAYCHEX INC |
PAYX |
STOCK |
purchase
|
Feb. 12, 2026 |
Yes $100,001 - $250,000 |
| BROWN & BROWN INC |
BRO |
STOCK |
sale
|
Feb. 12, 2026 |
Yes $15,001 - $50,000 |
| CSRE GROUP INC CLASS A |
CSRE |
STOCK |
sale
|
Feb. 12, 2026 |
$15,001 - $50,000 |
| U HAUL HOLDING NON VOTING CLASS SERIES N |
UHAL |
STOCK |
sale
|
Feb. 12, 2026 |
$15,001 - $50,000 |
| VEENA SYS INC CLASS A |
VSEE |
STOCK |
sale
|
Feb. 12, 2026 |
$15,001 - $50,000 |
| NETTAPP INC |
NTAP |
STOCK |
sale
|
Feb. 12, 2026 |
$15,001 - $50,000 |
| TRUMBULL INC |
|
PRIVATE EQUITY |
purchase
|
Feb. 12, 2026 |
Yes $100,001 - $250,000 |
| WORKDAY INC CLASS A SHARES |
WDAY |
STOCK |
purchase
|
Feb. 12, 2026 |
$100,001 - $250,000 |
| BLUE OWL CAP INC CLASS A |
OBDC |
STOCK |
purchase
|
Feb. 12, 2026 |
Yes $1,001 - $15,000 |
| JPMORGAN CHASE & CO |
JPM |
STOCK |
sale
|
Feb. 12, 2026 |
$50,001 - $100,000 |
| DIOXIDES INC |
|
STOCK |
purchase
|
Feb. 12, 2026 |
$15,001 - $50,000 |
| STRIDE INC |
LRN |
STOCK |
purchase
|
Feb. 12, 2026 |
Yes $15,001 - $50,000 |
| CSG SYS INTL INC |
CSGP |
STOCK |
purchase
|
Feb. 12, 2026 |
Yes $15,001 - $50,000 |
| TERRENO RLTY CORP REIT |
TRNO |
REAL ESTATE |
purchase
|
Feb. 12, 2026 |
Yes $15,001 - $50,000 |
| UNIFIRST CORP MASS |
USF |
STOCK |
purchase
|
Feb. 12, 2026 |
Yes $15,001 - $50,000 |
| APOGEE ENTERPRISES INC |
APGE |
STOCK |
purchase
|
Feb. 12, 2026 |
Yes $15,001 - $50,000 |
| DINOW INC |
|
nan |
purchase
|
Feb. 12, 2026 |
Yes $15,001 - $50,000 |
| EVERTEC INC F |
EVT |
STOCK |
purchase
|
Feb. 12, 2026 |
Yes $15,001 - $50,000 |
| SOLSTICE ADVANCED MATLS |
|
PRIVATE EQUITY |
purchase
|
Feb. 12, 2026 |
Yes $15,001 - $50,000 |
| COSTAR GROUP INC |
CSGP |
STOCK |
purchase
|
Feb. 12, 2026 |
$1,001 - $15,000 |
| FISERV INC |
FISV |
STOCK |
sale
|
Feb. 12, 2026 |
$50,001 - $100,000 |
| AGILENT TECHNOLOGIES INC |
A |
STOCK |
purchase
|
Feb. 12, 2026 |
$1,001 - $15,000 |
| IQVIA INC |
IQV |
STOCK |
sale
|
Feb. 12, 2026 |
$50,001 - $100,000 |
| MOODYS CORP |
MCO |
STOCK |
sale
|
Feb. 12, 2026 |
$50,001 - $100,000 |
| APPLOVIN CORP CLASS A A |
APP |
STOCK |
sale
|
Feb. 12, 2026 |
$50,001 - $100,000 |
| S&C TECHNOLOGIES HLOGS |
|
nan |
purchase
|
Feb. 12, 2026 |
$1,001 - $15,000 |
| PROGRESSIVE CORP OH |
PGR |
STOCK |
purchase
|
Feb. 12, 2026 |
$1,001 - $15,000 |
| ROPER TECHNOLOGIES INC |
ROP |
STOCK |
purchase
|
Feb. 12, 2026 |
$1,001 - $15,000 |
| PAYPAL HLDGS INC |
PYPL |
STOCK |
sale
|
Feb. 12, 2026 |
$50,001 - $100,000 |
| WORKDAY INC CLASS A |
WDAY |
STOCK |
purchase
|
Feb. 12, 2026 |
$1,001 - $15,000 |
| ROPER TECHNOLOGIES INC |
ROP |
STOCK |
sale
|
Feb. 12, 2026 |
$100,001 - $250,000 |
| PINTEREST INC CLASS A |
PINS |
STOCK |
purchase
|
Feb. 12, 2026 |
$15,001 - $50,000 |
| RUBRIK INC CLASS A |
RBRK |
STOCK |
purchase
|
Feb. 12, 2026 |
$15,001 - $50,000 |
| TEXAS INSTRS INC |
TXN |
STOCK |
purchase
|
Feb. 12, 2026 |
$15,001 - $50,000 |
| DICKS SPORTING GOODS INC |
DKS |
STOCK |
sale
|
Feb. 12, 2026 |
$15,001 - $50,000 |
| GUIDEWIRE SOFTWARE INC |
GWRE |
STOCK |
sale
|
Feb. 12, 2026 |
$15,001 - $50,000 |
| WILLIS TOWERS WATSON P F |
WTW |
STOCK |
sale
|
Feb. 12, 2026 |
$15,001 - $50,000 |
| AUTOMATIC DATA PROCESSIN |
ADP |
STOCK |
sale
|
Feb. 12, 2026 |
Yes $1,001 - $15,000 |
| ELASTIC N V F |
EDT |
STOCK |
purchase
|
Feb. 12, 2026 |
Yes $50,001 - $100,000 |
| SAP GLOBAL INC |
SAP |
STOCK |
sale
|
Feb. 12, 2026 |
$100,001 - $250,000 |
| ABBOTT LABS |
ABT |
STOCK |
sale
|
Feb. 12, 2026 |
Yes $1,001 - $15,000 |
| DOXIMITY INC CLASS A |
DOCS |
STOCK |
purchase
|
Feb. 12, 2026 |
Yes $50,001 - $100,000 |
| INTUITIVE SURGICAL INC |
ISRG |
STOCK |
sale
|
Feb. 12, 2026 |
Yes $1,001 - $15,000 |
| AMERICAN HOMES 4 RENT REIT |
AMH |
REAL ESTATE |
sale
|
Feb. 12, 2026 |
Yes $1,001 - $15,000 |
| MID-AMER APT CMNYTS INC REIT |
MAA |
REAL ESTATE |
sale
|
Feb. 12, 2026 |
Yes $1,001 - $15,000 |
| WASTE MGMT INC DEL |
WM |
STOCK |
purchase
|
Feb. 10, 2026 |
Yes $100,001 - $250,000 |
| OMITY ELECTRONICS INC COMMON STOCK |
|
STOCK |
purchase
|
Feb. 10, 2026 |
Yes $100,001 - $250,000 |
| FACTSET RESEARCH SYS INC |
FDS |
STOCK |
sale
|
Feb. 10, 2026 |
$100,001 - $250,000 |
| ROYAL CARIBBEAN GROUP |
RCL |
STOCK |
purchase
|
Feb. 10, 2026 |
Yes $100,001 - $250,000 |
| FISERV INC |
FISV |
STOCK |
sale
|
Feb. 10, 2026 |
$100,001 - $250,000 |
| AMAZON COM INC |
AMZN |
STOCK |
sale
|
Feb. 10, 2026 |
$5,000,001 - $25,000,000 |
| LULULEMON ATHLETICA INC |
LULU |
STOCK |
sale
|
Feb. 10, 2026 |
$100,001 - $250,000 |
| CONBASE GLOBAL INC |
COIN |
STOCK |
purchase
|
Feb. 10, 2026 |
$100,001 - $250,000 |
| ARES MANAGEMENT CORPORATION CL A COM |
ARES |
STOCK |
sale
|
Feb. 10, 2026 |
$100,001 - $250,000 |
| EOG RESOURCES INC |
EOG |
STOCK |
sale
|
Feb. 10, 2026 |
$100,001 - $250,000 |
| CARNIVAL CORP PAIRED CTF 1 COM CARN |
CCL |
STOCK |
purchase
|
Feb. 10, 2026 |
Yes $50,001 - $100,000 |
| ON SEMICONDUCTOR CORP |
ON |
STOCK |
purchase
|
Feb. 10, 2026 |
Yes $50,001 - $100,000 |
| TAKEOVER INTERACTIVE SOFTWARE INC |
TTWO |
STOCK |
sale
|
Feb. 10, 2026 |
$100,001 - $250,000 |
| Interactive Brokers Group Inc Class |
IBKR |
STOCK |
purchase
|
Feb. 10, 2026 |
Yes $100,001 - $250,000 |
| Godaddy Inc |
GODE |
STOCK |
sale
|
Feb. 10, 2026 |
$100,001 - $250,000 |
| VERISK ANALYTICS INC |
VRK |
STOCK |
sale
|
Feb. 10, 2026 |
$100,001 - $250,000 |
| APOLLO GLOBAL MGMT INC COM |
APO |
STOCK |
sale
|
Feb. 10, 2026 |
$100,001 - $250,000 |
| FIDELITY NATL INFORMATION SVCS INC |
|
PRIVATE EQUITY |
sale
|
Feb. 10, 2026 |
$100,001 - $250,000 |
| EBAY INC |
EBAY |
STOCK |
purchase
|
Feb. 10, 2026 |
$100,001 - $250,000 |
| PALANTIR TECHNOLOGIES INC CL A |
PLTR |
STOCK |
sale
|
Feb. 10, 2026 |
$1,000,001 - $5,000,000 |
| NEWS CORP NEW |
NWSA |
STOCK |
purchase
|
Feb. 10, 2026 |
$100,001 - $250,000 |
| NRG ENERGY INC |
NRG |
STOCK |
sale
|
Feb. 10, 2026 |
$100,001 - $250,000 |
| Monolithic Pwr Sys Inc |
MPWR |
STOCK |
purchase
|
Feb. 10, 2026 |
$100,001 - $250,000 |
| HUMANA INC |
HUM |
STOCK |
sale
|
Feb. 10, 2026 |
$100,001 - $250,000 |
| TE CONNECTIVITY PLC ORD SHS |
TEL |
STOCK |
purchase
|
Feb. 10, 2026 |
$100,001 - $250,000 |
| NASDAQ INC |
NDAQ |
STOCK |
sale
|
Feb. 10, 2026 |
$100,001 - $250,000 |
| KIMBERLY-CLARK CORP COM |
KMB |
STOCK |
purchase
|
Feb. 10, 2026 |
Yes $100,001 - $250,000 |
| Meta Platforms, Inc |
META |
STOCK |
sale
|
Feb. 10, 2026 |
$5,000,001 - $25,000,000 |
| PROGRESSIVE CORP OHIO |
PGR |
STOCK |
sale
|
Feb. 10, 2026 |
$250,001 - $500,000 |
| DEXCOM INC |
DXCM |
STOCK |
purchase
|
Feb. 10, 2026 |
Yes $100,001 - $250,000 |
| GARTNER GROUP INC NEW |
IT |
STOCK |
sale
|
Feb. 10, 2026 |
$100,001 - $250,000 |
| MICROSOFT CORP COM |
MSFT |
STOCK |
sale
|
Feb. 10, 2026 |
$5,000,001 - $25,000,000 |
| ARROWHEAD PHARMACEUTICAL |
ARWR |
STOCK |
sale
|
Feb. 9, 2026 |
$100,001 - $250,000 |
| MISTLYPE INC |
|
nan |
sale
|
Feb. 9, 2026 |
$1,001 - $15,000 |
| LIVERAMP HLDGS INC |
RAMP |
STOCK |
sale
|
Feb. 6, 2026 |
$1,001 - $15,000 |
| TRUPANION INC |
|
PRIVATE EQUITY |
purchase
|
Feb. 6, 2026 |
$15,001 - $50,000 |
| BRINK'S CO INC RPTYS IN REIT |
PS |
REAL ESTATE |
purchase
|
Feb. 6, 2026 |
Yes $15,001 - $50,000 |
| ADT INC DEL |
ADT |
STOCK |
purchase
|
Feb. 6, 2026 |
$15,001 - $50,000 |
| SCHWAB GOVERNMENT MONEY FUND |
SNVXX |
FUND |
purchase
|
Feb. 3, 2026 |
$1,001 - $15,000 |
| BLOCK INC A CLASS A |
SQ |
STOCK |
sale
|
Feb. 3, 2026 |
$1,001 - $15,000 |
| CAPITAL ONE FIN CORP |
COF |
STOCK |
sale
|
Feb. 3, 2026 |
$1,001 - $15,000 |
| ROCKET LAB CORP CLASS A |
RKLB |
STOCK |
sale
|
Feb. 3, 2026 |
$1,001 - $15,000 |
| RYAN SPECIALTY HOLDINGS CLASS A |
RXH |
STOCK |
sale
|
Feb. 3, 2026 |
$1,001 - $15,000 |
| BOOZ ALLEN HAMILTON HLOG CLASS A |
BAH |
STOCK |
sale
|
Feb. 3, 2026 |
$1,001 - $15,000 |
| SAMSARA INC CLASS A |
IOT |
STOCK |
sale
|
Feb. 3, 2026 |
$1,001 - $15,000 |
| JONES LANG LASALLE INC |
JLL |
STOCK |
sale
|
Feb. 3, 2026 |
$1,001 - $15,000 |
| ZSCALER INC |
ZS |
STOCK |
sale
|
Feb. 3, 2026 |
$1,001 - $15,000 |
| CHIPOTLE MEXICAN GRILL I |
CMG |
STOCK |
purchase
|
Feb. 3, 2026 |
$1,001 - $15,000 |
| HENRY JACK & ASSOC INC |
|
PRIVATE EQUITY |
sale
|
Feb. 3, 2026 |
$1,001 - $15,000 |
| UNITEDHEALTH GROUP INC |
UNH |
STOCK |
purchase
|
Feb. 3, 2026 |
$1,001 - $15,000 |
| CHARTER COMMUNICATIONS I CLASS A |
CHTR |
STOCK |
purchase
|
Feb. 3, 2026 |
$1,001 - $15,000 |
| HUBSPOT INC |
HUBS |
STOCK |
sale
|
Feb. 3, 2026 |
$1,001 - $15,000 |
| GENUINE PARTS CO |
GPC |
STOCK |
sale
|
Feb. 3, 2026 |
$1,001 - $15,000 |
| BRIGHT HORIZONS FAMILY S |
BFAM |
STOCK |
purchase
|
Feb. 3, 2026 |
$1,001 - $15,000 |
| GLOBAL PMTS INC |
|
PRIVATE EQUITY |
purchase
|
Feb. 3, 2026 |
$1,001 - $15,000 |
| GRAPHIC PACKAGING HLDG C |
|
PRIVATE EQUITY |
purchase
|
Feb. 3, 2026 |
$1,001 - $15,000 |
| ALEXANDRIA REAL ESTATE E REIT |
ARE |
REAL ESTATE |
purchase
|
Feb. 3, 2026 |
$1,001 - $15,000 |
| ARES MGMT CORP CLASS A |
ARES |
STOCK |
sale
|
Feb. 3, 2026 |
$1,001 - $15,000 |
| General Elec Co New Com Sold Certified Order Discretion Exercised Allocated Order Your Broker Acted As Agent |
GE |
STOCK |
purchase
|
Feb. 2, 2026 |
Yes $100,001 - $250,000 |
| ABBOTT LABS |
ABT |
STOCK |
purchase
|
Feb. 2, 2026 |
Yes $100,001 - $250,000 |
| Goldman Sachs Group Inc Com Sold Certified Order Discretion Exercised |
GS |
STOCK |
purchase
|
Feb. 2, 2026 |
Yes $100,001 - $250,000 |
| Broadcom Inc Com Sold Certified Order Discretion Exercised Allocated Order Your Broker Acted As Agent |
AVGO |
STOCK |
purchase
|
Feb. 2, 2026 |
Yes $100,001 - $250,000 |
| Jpmorgan Chase & Co Com Sold Certified Order Discretion Exercised |
JPM |
STOCK |
purchase
|
Feb. 2, 2026 |
Yes $100,001 - $250,000 |
| Ishares Tl 20+ Russell 2000 Elf Sold Certified Order Discretion Exercised Allocated Order Your Broker Acted As Agent |
TLT |
ETF |
purchase
|
Feb. 2, 2026 |
Yes $100,001 - $250,000 |
| Martin Marietta Materials Inc Com Sold Certified Order Discretion Exercised Allocated Order Your Broker Acted As Agent |
MLM |
STOCK |
purchase
|
Feb. 2, 2026 |
Yes $100,001 - $250,000 |
| Alphabet Inc Cl A Sold Certified Order Discretion Exercised |
GOOGL |
STOCK |
purchase
|
Feb. 2, 2026 |
Yes $100,001 - $250,000 |
| Amazon Com Inc Com Sold Certified Order Discretion Exercised |
AMZN |
STOCK |
purchase
|
Feb. 2, 2026 |
Yes $100,001 - $250,000 |
| Vanguard Index Funds Vanguard Mid-Cap Elf Sold Certified Order Discretion Exercised |
VIMCX |
FUND |
purchase
|
Feb. 2, 2026 |
Yes $100,001 - $250,000 |
| Visa Inc Com CA Sold Certified Order Discretion Exercised Allocated Order Your Broker Acted As Agent |
V |
STOCK |
purchase
|
Feb. 2, 2026 |
Yes $100,001 - $250,000 |
| Microsoft Corp Com Sold Certified Order Discretion Exercised Allocated Order Your Broker Acted As Agent |
MSFT |
STOCK |
purchase
|
Feb. 2, 2026 |
Yes $100,001 - $250,000 |
| Newsmont Corp Com Sold Certified Order Discretion Exercised Allocated Order Your Broker Acted As Agent |
NEM |
STOCK |
purchase
|
Feb. 2, 2026 |
Yes $100,001 - $250,000 |
| Walmart Inc Com Sold Certified Order Discretion Exercised |
WMT |
STOCK |
purchase
|
Feb. 2, 2026 |
Yes $100,001 - $250,000 |
| Meetsen Inc Com Sold Certified Order Discretion Exercised Allocated Order Your Broker Acted As Agent |
METS |
STOCK |
purchase
|
Feb. 2, 2026 |
Yes $100,001 - $250,000 |
| Apple Inc Com Sold Certified Order Discretion Exercised Allocated Order Your Broker Acted As Agent |
AAPL |
STOCK |
purchase
|
Feb. 2, 2026 |
Yes $100,001 - $250,000 |
| PALOMAR HLDGS INC |
PLTR |
STOCK |
purchase
|
Feb. 2, 2026 |
$15,001 - $50,000 |
| TWO HARBORS INVESTME |
THRL |
FUND |
purchase
|
Feb. 2, 2026 |
$15,001 - $50,000 |
| MATSON INC |
MATX |
STOCK |
purchase
|
Feb. 2, 2026 |
Yes $15,001 - $50,000 |
| CHEFS WINE INC |
|
PRIVATE EQUITY |
purchase
|
Feb. 2, 2026 |
Yes $15,001 - $50,000 |
| ACM RESH INC CLASS A |
ACRE |
STOCK |
purchase
|
Feb. 2, 2026 |
Yes $15,001 - $50,000 |
| DAVIDO INCS DEL |
|
nan |
purchase
|
Feb. 2, 2026 |
Yes $15,001 - $50,000 |
| HOULIHAN LOKEY INC CLASS A |
HLI |
STOCK |
sale
|
Jan. 31, 2026 |
$1,001 - $15,000 |
| VONDARIZ RLTY TR REIT |
|
REAL ESTATE |
sale
|
Jan. 31, 2026 |
$1,001 - $15,000 |
| COGNIZANT COMMUNICATIONS HL |
|
BOND |
purchase
|
Jan. 30, 2026 |
Yes $15,001 - $50,000 |
| TTM TECHNOLOGIES INC |
TTMI |
STOCK |
sale
|
Jan. 30, 2026 |
$100,001 - $250,000 |
| SM ENERGY CO |
|
nan |
purchase
|
Jan. 30, 2026 |
Yes $15,001 - $50,000 |
| PERRIGO CO PLC F |
PRGO |
STOCK |
purchase
|
Jan. 30, 2026 |
Yes $15,001 - $50,000 |
| NOR VOYIX CORP |
|
nan |
purchase
|
Jan. 30, 2026 |
Yes $15,001 - $50,000 |
| STATE STREET SPDR S&P 500 TRUST ETF |
SPY |
ETF |
sale
|
Jan. 29, 2026 |
$1,000,001 - $5,000,000 |
| BLACKSTONE MTS TR INC REIT |
BREIT |
REAL ESTATE |
purchase
|
Jan. 29, 2026 |
$15,001 - $50,000 |
| STATE STRT CONS DGRY SLT SE SP ETF IV |
SDY |
ETF |
purchase
|
Jan. 29, 2026 |
$100,001 - $250,000 |
| RYMAN HOSPITALITY PPTYS REIT |
RHP |
REAL ESTATE |
purchase
|
Jan. 29, 2026 |
$15,001 - $50,000 |
| WAYSTARY HLDG CORP |
|
STOCK |
sale
|
Jan. 29, 2026 |
$50,001 - $100,000 |
| CALIFORNIA WTR SVC GRP GROUP |
|
BOND |
sale
|
Jan. 28, 2026 |
Yes $15,001 - $50,000 |
| PNC FINL SERVICES |
PNC |
STOCK |
purchase
|
Jan. 28, 2026 |
Yes $50,001 - $100,000 |
| AMERISAFE INC |
ASF |
STOCK |
purchase
|
Jan. 28, 2026 |
$15,001 - $50,000 |
| MARKETAXESS HLDGS INC |
MKTX |
STOCK |
sale
|
Jan. 28, 2026 |
Yes $15,001 - $50,000 |
| TRAVELERS COS INC |
TRV |
STOCK |
sale
|
Jan. 27, 2026 |
$1,001 - $15,000 |
| SPRINKLR INC CLASS A |
CXM |
STOCK |
sale
|
Jan. 27, 2026 |
$15,001 - $50,000 |
| CINEMARK HLDGS INC |
CNK |
STOCK |
sale
|
Jan. 26, 2026 |
$50,001 - $100,000 |
| PTC THERAPEUTICS INC |
PTC |
STOCK |
sale
|
Jan. 26, 2026 |
$50,001 - $100,000 |
| BOX INC CLASS A |
BOX |
STOCK |
sale
|
Jan. 26, 2026 |
$50,001 - $100,000 |
| VERRA MOBILITY CORP CLASS A |
VRRM |
STOCK |
sale
|
Jan. 26, 2026 |
$50,001 - $100,000 |
| THRIV HLOGS INC |
THRG |
STOCK |
sale
|
Jan. 26, 2026 |
$1,001 - $15,000 |
| TELEFLEX INC |
TFX |
STOCK |
sale
|
Jan. 26, 2026 |
$50,001 - $100,000 |
| ICU MED INC |
ICU |
STOCK |
purchase
|
Jan. 26, 2026 |
Yes $15,001 - $50,000 |
| ESSENTIAL PPTYS RLTY TR REIT |
ESS |
REAL ESTATE |
sale
|
Jan. 26, 2026 |
$15,001 - $50,000 |
| EMBECTA CORP |
EMBC |
STOCK |
sale
|
Jan. 26, 2026 |
$15,001 - $50,000 |
| SCHRODINGER INC |
SDGR |
STOCK |
purchase
|
Jan. 26, 2026 |
Yes $15,001 - $50,000 |
| MIRION TECHNOLOGIES INC CLASS A |
MIR |
STOCK |
purchase
|
Jan. 26, 2026 |
$15,001 - $50,000 |
| ALARM COM HLDGS INC |
ALRM |
STOCK |
sale
|
Jan. 26, 2026 |
$15,001 - $50,000 |
| ADMA BIOLOGICS INC |
ADMA |
STOCK |
sale
|
Jan. 26, 2026 |
$15,001 - $50,000 |
| ENOVIS CORP |
ENO |
STOCK |
sale
|
Jan. 26, 2026 |
$15,001 - $50,000 |
| HUNTINGTON BANCSHARES IN |
HBAN |
STOCK |
sale
|
Jan. 26, 2026 |
$250,001 - $500,000 |
| HEALTHSTREAM INC |
HSTM |
STOCK |
purchase
|
Jan. 26, 2026 |
Yes $50,001 - $100,000 |
| INSIGHT ENTERPRISES INC |
NSIT |
STOCK |
sale
|
Jan. 25, 2026 |
$1,001 - $15,000 |
| J & J SNACK FOODS CORP |
JJSN |
STOCK |
purchase
|
Jan. 25, 2026 |
$15,001 - $50,000 |
| CONOCOPHILLIPS |
COP |
STOCK |
purchase
|
Jan. 23, 2026 |
$15,001 - $50,000 |
| CATERPILLAR INC |
CAT |
STOCK |
sale
|
Jan. 23, 2026 |
$15,001 - $50,000 |
| NETFLIX INC |
NFLX |
STOCK |
purchase
|
Jan. 23, 2026 |
Yes $100,001 - $250,000 |
| HUNTINGTON BANCSHARES IN |
HBAN |
STOCK |
sale
|
Jan. 23, 2026 |
$250,001 - $500,000 |
| CORNING INC |
GLW |
STOCK |
sale
|
Jan. 23, 2026 |
$15,001 - $50,000 |
| KRAFT HEINZ CO |
K |
STOCK |
purchase
|
Jan. 23, 2026 |
$15,001 - $50,000 |
| COSTCO WHOLESALE CORP |
COST |
STOCK |
purchase
|
Jan. 23, 2026 |
$100,001 - $250,000 |
| ARES MANAGEMENT CORP CL A |
ARES |
STOCK |
sale
|
Jan. 23, 2026 |
$1,001 - $15,000 |
| PAYCHEX INC |
PAYX |
STOCK |
purchase
|
Jan. 23, 2026 |
$15,001 - $50,000 |
| DTE ENERGY CO |
DTE |
STOCK |
purchase
|
Jan. 23, 2026 |
Yes $15,001 - $50,000 |
| FORTINET INC |
FTNT |
STOCK |
purchase
|
Jan. 23, 2026 |
Yes $15,001 - $50,000 |
| CADENCE DESIGN SYSTEMS INC |
CDNS |
STOCK |
purchase
|
Jan. 23, 2026 |
$1,001 - $15,000 |
| CHARTER COMMUNICATIONS INC NEW CL A |
CHTR |
STOCK |
purchase
|
Jan. 23, 2026 |
$1,001 - $15,000 |
| CRUISE INC |
|
nan |
purchase
|
Jan. 23, 2026 |
$15,001 - $50,000 |
| ZSCALER INC |
ZS |
STOCK |
purchase
|
Jan. 23, 2026 |
$1,001 - $15,000 |
| KNRIT HEDGE LLC |
|
FUND |
purchase
|
Jan. 23, 2026 |
$1,001 - $15,000 |
| CYBER ARK SOFTWARE CHGS LTD |
CYBR |
STOCK |
purchase
|
Jan. 23, 2026 |
$1,001 - $15,000 |
| TRACTOR SUPPLY CO |
TSCO |
STOCK |
purchase
|
Jan. 23, 2026 |
$1,001 - $15,000 |
| ALLIANT ENERGY CORP |
AUE |
STOCK |
purchase
|
Jan. 23, 2026 |
Yes $1,001 - $15,000 |
| TESLA INC |
TSLA |
STOCK |
sale
|
Jan. 23, 2026 |
Yes $1,001 - $15,000 |
| ALNYLAM PHARMACEUTICALS INC |
ALNY |
STOCK |
purchase
|
Jan. 23, 2026 |
$1,001 - $15,000 |
| DARDEN RESTAURANTS INC |
DRI |
STOCK |
purchase
|
Jan. 23, 2026 |
$1,001 - $15,000 |
| ATLASIAN CORP CL A |
TEAM |
STOCK |
purchase
|
Jan. 23, 2026 |
$1,001 - $15,000 |
| BOOKING HOLDINGS INC |
BKNG |
STOCK |
purchase
|
Jan. 23, 2026 |
$1,001 - $15,000 |
| ADOBE INC |
ADBE |
STOCK |
purchase
|
Jan. 23, 2026 |
$1,001 - $15,000 |
| AMCOR PLC |
AMCR |
STOCK |
purchase
|
Jan. 23, 2026 |
$1,001 - $15,000 |
| TRADE DESK INC (THE) CL A |
TTD |
STOCK |
purchase
|
Jan. 23, 2026 |
Yes $1,001 - $15,000 |
| INTL PAPER COMPANY |
IP |
STOCK |
purchase
|
Jan. 23, 2026 |
$1,001 - $15,000 |
| MONDELEZ INTERNATIONAL INC CL A |
MDLZ |
STOCK |
purchase
|
Jan. 23, 2026 |
$15,001 - $50,000 |
| TARGET CORP |
TGT |
STOCK |
purchase
|
Jan. 23, 2026 |
$1,001 - $15,000 |
| T-MOBILE US INC |
TMUS |
STOCK |
purchase
|
Jan. 23, 2026 |
$15,001 - $50,000 |
| BEST BUY COMPANY INC |
BBY |
STOCK |
sale
|
Jan. 23, 2026 |
$1,001 - $15,000 |
| AIRBNB INC CL A |
ABNB |
STOCK |
purchase
|
Jan. 23, 2026 |
$1,001 - $15,000 |
| SCHWAB GOVERNMENT MONEY FUND |
SNVXX |
FUND |
sale
|
Jan. 23, 2026 |
$1,001 - $15,000 |
| PEPSICO INC |
PEP |
STOCK |
sale
|
Jan. 23, 2026 |
$1,001 - $15,000 |
| METLIFE INC |
MET |
STOCK |
sale
|
Jan. 23, 2026 |
$1,001 - $15,000 |
| APPLOVIN CORP CL A |
APP |
STOCK |
sale
|
Jan. 23, 2026 |
$1,001 - $15,000 |
| FIRSTENERGY CORP |
FE |
STOCK |
purchase
|
Jan. 23, 2026 |
$1,001 - $15,000 |
| AMEREN CORP |
AEP |
STOCK |
purchase
|
Jan. 23, 2026 |
$1,001 - $15,000 |
| KINDER MORGAN INC DE |
KMI |
STOCK |
purchase
|
Jan. 23, 2026 |
Yes $15,001 - $50,000 |
| VANGUARD HIGH DIVIDEND YIELD ETF |
VYM |
ETF |
sale
|
Jan. 23, 2026 |
$1,000,001 - $5,000,000 |
| BROADCOM INC |
AVGO |
STOCK |
sale
|
Jan. 23, 2026 |
$1,001 - $15,000 |
| BAKTER INT, INC |
|
PRIVATE EQUITY |
purchase
|
Jan. 23, 2026 |
$1,001 - $15,000 |
| MORGAN STANLEY |
MS |
STOCK |
sale
|
Jan. 23, 2026 |
$15,001 - $50,000 |
| TEXAS INSTRUMENTS INC |
TXN |
STOCK |
purchase
|
Jan. 23, 2026 |
Yes $15,001 - $50,000 |
| SYSCO CORP |
SYY |
STOCK |
purchase
|
Jan. 23, 2026 |
$1,001 - $15,000 |
| ISHARES CORE S&P 500 ETF |
IVV |
ETF |
sale
|
Jan. 23, 2026 |
$1,000,001 - $5,000,000 |
| VERIZON COMMUNICATIONS INC |
VZ |
STOCK |
purchase
|
Jan. 23, 2026 |
Yes $100,001 - $250,000 |
| AT&T INC |
T |
STOCK |
purchase
|
Jan. 23, 2026 |
$100,001 - $250,000 |
| APPLE INC |
AAPL |
STOCK |
sale
|
Jan. 23, 2026 |
$15,001 - $50,000 |
| JPMORGAN CHASE & CO |
JPM |
STOCK |
sale
|
Jan. 22, 2026 |
$15,001 - $50,000 |
| JOHNSON CONTROLS INTL PLC |
JCI |
STOCK |
sale
|
Jan. 22, 2026 |
$15,001 - $50,000 |
| UNITED PARCEL SERVICE INC CL B |
UPS |
STOCK |
purchase
|
Jan. 22, 2026 |
Yes $15,001 - $50,000 |
| HOME DEPOT INC |
HD |
STOCK |
purchase
|
Jan. 22, 2026 |
Yes $15,001 - $50,000 |
| CHEVRON CORP |
CVX |
STOCK |
purchase
|
Jan. 22, 2026 |
Yes $15,001 - $50,000 |
| AMGEN INC |
AMGN |
STOCK |
purchase
|
Jan. 22, 2026 |
Yes $15,001 - $50,000 |
| ROYAL CARIBBEAN GROU F |
RCL |
STOCK |
purchase
|
Jan. 21, 2026 |
$1,001 - $15,000 |
| AMERICAN TOWER CORP NEW REIT |
AMT |
REAL ESTATE |
sale
|
Jan. 21, 2026 |
$1,001 - $15,000 |
| UBER TECHNOLOGIES INC |
UBER |
STOCK |
purchase
|
Jan. 21, 2026 |
$1,001 - $15,000 |
| CISCO SYS INC |
CSCO |
STOCK |
sale
|
Jan. 21, 2026 |
$1,001 - $15,000 |
| AFLAC INC |
AFL |
STOCK |
sale
|
Jan. 21, 2026 |
$1,001 - $15,000 |
| SNAP INC CLASS A |
SNAP |
STOCK |
purchase
|
Jan. 21, 2026 |
$1,001 - $15,000 |
| FISERV INC |
FI |
STOCK |
purchase
|
Jan. 21, 2026 |
$1,001 - $15,000 |
| DYNATRACE INC |
DT |
STOCK |
purchase
|
Jan. 21, 2026 |
Yes $1,001 - $15,000 |
| THE CAMPBELL'S CO |
CPB |
STOCK |
sale
|
Jan. 21, 2026 |
$1,001 - $15,000 |
| GALLAGHER ARTHUR JS & CO |
AJG |
STOCK |
purchase
|
Jan. 21, 2026 |
$1,001 - $15,000 |
| MARSH & MCLENNAN COS INC |
MMC |
STOCK |
purchase
|
Jan. 21, 2026 |
$1,001 - $15,000 |
| VISA INC CLASS A |
V |
STOCK |
sale
|
Jan. 21, 2026 |
$15,001 - $50,000 |
| DUKE ENERGY CORP NEW |
DUK |
STOCK |
purchase
|
Jan. 21, 2026 |
$1,001 - $15,000 |
| GOODMAN INC CLASS A |
GGOOD |
STOCK |
sale
|
Jan. 21, 2026 |
$1,001 - $15,000 |
| MCDONALDS CORP |
MCD |
STOCK |
sale
|
Jan. 21, 2026 |
Yes $1,001 - $15,000 |
| PAYDEX INC |
|
nan |
purchase
|
Jan. 21, 2026 |
$1,001 - $15,000 |
| ARCH CAPITAL GROUP LTD F |
ACGL |
STOCK |
sale
|
Jan. 21, 2026 |
$1,001 - $15,000 |
| DUOLINGO INC CLASS A |
DUOL |
STOCK |
sale
|
Jan. 21, 2026 |
$1,001 - $15,000 |
| DRAFTKINGS INC NEW CLASS A |
DKNG |
STOCK |
purchase
|
Jan. 21, 2026 |
$1,001 - $15,000 |
| BANK OF AMERICA CORP |
BAC |
STOCK |
sale
|
Jan. 21, 2026 |
$1,001 - $15,000 |
| ORACLE CORP |
ORCL |
STOCK |
sale
|
Jan. 21, 2026 |
Yes $1,001 - $15,000 |
| ROPER TECHNOLOGIES INC |
ROP |
STOCK |
purchase
|
Jan. 21, 2026 |
$1,001 - $15,000 |
| BROWN & BROWN INC |
BRO |
STOCK |
purchase
|
Jan. 21, 2026 |
$1,001 - $15,000 |
| ACN PLC F CLASS A |
ACN |
STOCK |
purchase
|
Jan. 21, 2026 |
$1,001 - $15,000 |
| GARMIN LTD F |
GRMN |
STOCK |
sale
|
Jan. 21, 2026 |
$1,001 - $15,000 |
| CONAGRA BRANDS INC |
CAG |
STOCK |
purchase
|
Jan. 21, 2026 |
Yes $1,001 - $15,000 |
| UNION PAC CORP |
UNP |
STOCK |
sale
|
Jan. 21, 2026 |
$1,001 - $15,000 |
| DATADOG INC CLASS A |
DDOG |
STOCK |
sale
|
Jan. 21, 2026 |
$1,001 - $15,000 |
| SERVICENOW INC |
NOW |
STOCK |
purchase
|
Jan. 21, 2026 |
$1,001 - $15,000 |
| SOUTHERN CO |
SO |
STOCK |
sale
|
Jan. 21, 2026 |
$1,001 - $15,000 |
| ALTRIA GROUP INC |
MO |
STOCK |
purchase
|
Jan. 20, 2026 |
Yes $50,001 - $100,000 |
| PAYPAL HLDGS INC |
PYPL |
STOCK |
purchase
|
Jan. 20, 2026 |
Yes $1,001 - $15,000 |
| DOCUSIGN INC |
DOCU |
STOCK |
purchase
|
Jan. 20, 2026 |
$1,001 - $15,000 |
| CELANESE CORP DEL CLASS A |
CEL |
STOCK |
purchase
|
Jan. 20, 2026 |
Yes $15,001 - $50,000 |
| PRA GROUP INC |
PRA |
STOCK |
purchase
|
Jan. 20, 2026 |
Yes $15,001 - $50,000 |
| GITLAB INC CLASS A |
GTLB |
STOCK |
purchase
|
Jan. 20, 2026 |
$1,001 - $15,000 |
| JBT MARREL CORP |
JBT |
STOCK |
purchase
|
Jan. 20, 2026 |
Yes $15,001 - $50,000 |
| BRIDGETOWN CORP CLASS B |
BGRB |
STOCK |
sale
|
Jan. 20, 2026 |
$100,001 - $250,000 |
| DODS SPORTING GOODS INC |
|
STOCK |
sale
|
Jan. 17, 2026 |
$1,001 - $15,000 |
| LEGOS CORP INC |
|
nan |
sale
|
Jan. 17, 2026 |
$15,001 - $50,000 |
| SCHWAB GOVERNMENT MONEY FUND |
SNVXX |
FUND |
sale
|
Jan. 13, 2026 |
$1,001 - $15,000 |
| THE CIGNA GROUP |
CI |
STOCK |
sale
|
Jan. 13, 2026 |
$1,001 - $15,000 |
| NETFLIX INC |
NFLX |
STOCK |
sale
|
Jan. 13, 2026 |
$250,001 - $500,000 |
| OLD REP Intl CORP |
ORIC |
STOCK |
sale
|
Jan. 13, 2026 |
$1,001 - $15,000 |
| HUBSPOT INC |
HUBS |
STOCK |
purchase
|
Jan. 13, 2026 |
$1,001 - $15,000 |
| INVITATION HOMES INC |
INVH |
STOCK |
sale
|
Jan. 13, 2026 |
$15,001 - $50,000 |
| CHENIERE ENERGY INC |
LNG |
STOCK |
sale
|
Jan. 13, 2026 |
$15,001 - $50,000 |
| BERKSHIRE B R CORP |
BRK.B |
STOCK |
sale
|
Jan. 13, 2026 |
$15,001 - $50,000 |
| FLUTTER ENTMT PLC F |
FLUT |
STOCK |
sale
|
Jan. 13, 2026 |
$15,001 - $50,000 |
| CLOUDFLARE INC CLASS A |
NET |
STOCK |
sale
|
Jan. 13, 2026 |
Yes $15,001 - $50,000 |
| GEN DIGITAL INC |
GNRS |
STOCK |
purchase
|
Jan. 13, 2026 |
$1,001 - $15,000 |
| ABBOTT LABS |
ABT |
STOCK |
sale
|
Jan. 13, 2026 |
$1,001 - $15,000 |
| MICROSOFT CORP |
MSFT |
STOCK |
sale
|
Jan. 13, 2026 |
$100,001 - $250,000 |
| WORKDAY INC CLASS A |
WDAY |
STOCK |
sale
|
Jan. 13, 2026 |
$1,001 - $15,000 |
| ADVANCED MICRO DEVICE |
AMD |
STOCK |
sale
|
Jan. 13, 2026 |
$1,001 - $15,000 |
| ALTRIA GROUP INC |
MO |
STOCK |
sale
|
Jan. 13, 2026 |
$15,001 - $50,000 |
| PURE STORAGE INC CLASS A |
PSTG |
STOCK |
sale
|
Jan. 13, 2026 |
$15,001 - $50,000 |
| AECOM |
ACM |
STOCK |
sale
|
Jan. 13, 2026 |
$15,001 - $50,000 |
| VANGUARD DIVIDEND APPRECIATION ETF |
VIG |
ETF |
sale
|
Jan. 13, 2026 |
$5,000,001 - $25,000,000 |
| MOTOROLA SOLUTIONS INC |
MSI |
STOCK |
purchase
|
Jan. 13, 2026 |
$100,001 - $250,000 |
| WEC ENERGY GROUP INC |
WEC |
STOCK |
purchase
|
Jan. 13, 2026 |
$1,001 - $15,000 |
| BLACKROCK INC NEW |
BLK |
STOCK |
sale
|
Jan. 13, 2026 |
$1,001 - $15,000 |
| MOTOROLA SOLUTIONS INC |
MSI |
STOCK |
sale
|
Jan. 13, 2026 |
$15,001 - $50,000 |
| RYAN SPECIALTY HOLDINGS CLASS A |
RXH |
STOCK |
sale
|
Jan. 13, 2026 |
$1,001 - $15,000 |
| FLEX LTD F |
FLEX |
STOCK |
purchase
|
Jan. 13, 2026 |
$1,001 - $15,000 |
| EVEREST REINSURANCE GR F |
RE |
STOCK |
sale
|
Jan. 13, 2026 |
$1,001 - $15,000 |
| BROWN FORMAN CORP CLASS B |
BF.B |
STOCK |
sale
|
Jan. 13, 2026 |
$100,001 - $250,000 |
| WELLTOWER INC REIT |
WELL |
REAL ESTATE |
purchase
|
Jan. 12, 2026 |
$1,001 - $15,000 |
| MARATHON PETE CORP |
MPC |
STOCK |
sale
|
Jan. 12, 2026 |
$15,001 - $50,000 |
| FERGUSON ENTERPRISES INC |
FERG |
STOCK |
sale
|
Jan. 12, 2026 |
$15,001 - $50,000 |
| ORACLE CORP |
ORCL |
STOCK |
purchase
|
Jan. 12, 2026 |
Yes $100,001 - $250,000 |
| DYNATRACE INC |
DT |
STOCK |
purchase
|
Jan. 12, 2026 |
$100,001 - $250,000 |
| PHILIP MORRIS INTL INC |
PM |
STOCK |
purchase
|
Jan. 12, 2026 |
Yes $1,001 - $15,000 |
| BEST BUY INC |
BBY |
STOCK |
sale
|
Jan. 12, 2026 |
Yes $15,001 - $50,000 |
| DOCUSIGN INC |
DOCU |
STOCK |
purchase
|
Jan. 12, 2026 |
Yes $50,001 - $100,000 |
| METLIFE INC |
MET |
STOCK |
sale
|
Jan. 12, 2026 |
$1,001 - $15,000 |
| INVITATION HOMES INC |
INVH |
STOCK |
sale
|
Jan. 12, 2026 |
$1,001 - $15,000 |
| CME GROUP INC CLASS A |
CME |
STOCK |
sale
|
Jan. 12, 2026 |
Yes $15,001 - $50,000 |
| DIGITAL RLTY TR INC REIT |
DLR |
REAL ESTATE |
sale
|
Jan. 12, 2026 |
Yes $15,001 - $50,000 |
| PPL CORP |
PPL |
STOCK |
purchase
|
Jan. 12, 2026 |
$1,001 - $15,000 |
| VISA INC CLASS A |
V |
STOCK |
purchase
|
Jan. 12, 2026 |
$1,001 - $15,000 |
| PROCTER & GAMBLE CO |
PG |
STOCK |
purchase
|
Jan. 12, 2026 |
$1,001 - $15,000 |
| HEURIX DR PEPPER INC |
|
nan |
purchase
|
Jan. 12, 2026 |
$1,001 - $15,000 |
| UBER TECHNOLOGIES INC |
UBER |
STOCK |
purchase
|
Jan. 12, 2026 |
Yes $50,001 - $100,000 |
| EATON CORP PLC F |
ETN |
STOCK |
purchase
|
Jan. 12, 2026 |
$100,001 - $250,000 |
| INTERTNL PAPER CO |
IP |
STOCK |
sale
|
Jan. 12, 2026 |
$15,001 - $50,000 |
| COINBASE GLOBAL INC CLASS A |
COIN |
STOCK |
purchase
|
Jan. 12, 2026 |
$15,001 - $50,000 |
| ACCENTURE PLC IRELAND F CLASS A |
ACN |
STOCK |
purchase
|
Jan. 12, 2026 |
Yes $50,001 - $100,000 |
| NETEPS INC |
|
nan |
purchase
|
Jan. 12, 2026 |
$15,001 - $50,000 |
| LINDE PLC F |
LIN |
STOCK |
purchase
|
Jan. 12, 2026 |
Yes $50,001 - $100,000 |
| FRONTIER COMMUNICATIONS |
USB |
STOCK |
purchase
|
Jan. 12, 2026 |
$15,001 - $50,000 |
| U HAUL HOLDING NOW VOTIN CLASS SERIES N |
UHAL |
STOCK |
purchase
|
Jan. 12, 2026 |
$15,001 - $50,000 |
| HORMEL FOODS CORP |
HRL |
STOCK |
purchase
|
Jan. 12, 2026 |
$10,001 - $50,000 |
| VICI PPRTYS INC REIT |
VICI |
REAL ESTATE |
purchase
|
Jan. 12, 2026 |
$15,001 - $50,000 |
| SPROUTS FARMERS MKT INC |
SFM |
STOCK |
purchase
|
Jan. 12, 2026 |
$15,001 - $50,000 |
| ABBOTT LAB |
ABT |
STOCK |
purchase
|
Jan. 12, 2026 |
Yes $100,001 - $250,000 |
| LOWES COS INC |
LOW |
STOCK |
purchase
|
Jan. 12, 2026 |
$15,001 - $50,000 |
| ROCKET LAB CORP CLASS A |
RKLB |
STOCK |
purchase
|
Jan. 12, 2026 |
$15,001 - $50,000 |
| BLOCK INC CLASS A |
SQ |
STOCK |
purchase
|
Jan. 12, 2026 |
$15,001 - $50,000 |
| THE COCA-COLA CO |
KO |
STOCK |
purchase
|
Jan. 12, 2026 |
$15,001 - $50,000 |
| CENTENE CORP DEL |
CNC |
STOCK |
purchase
|
Jan. 12, 2026 |
$15,001 - $50,000 |
| RLI CORP |
RLI |
STOCK |
sale
|
Jan. 12, 2026 |
$15,001 - $50,000 |
| IRON MTN INC NEW REIT |
IRM |
REAL ESTATE |
sale
|
Jan. 12, 2026 |
Yes $15,001 - $50,000 |
| SHIFTA PMTS INC CLASS A |
|
STOCK |
sale
|
Jan. 12, 2026 |
$15,001 - $50,000 |
| CROWN CASTLE INC REIT REIT |
CCI |
REAL ESTATE |
purchase
|
Jan. 12, 2026 |
Yes $50,001 - $100,000 |
| MCDONALDS CORP |
MCD |
STOCK |
sale
|
Jan. 12, 2026 |
Yes $15,001 - $50,000 |
| CROWN CASTLE INC REIT REIT |
CCI |
REAL ESTATE |
sale
|
Jan. 12, 2026 |
$1,001 - $15,000 |
| ZILLOW GROUP INC CLASS C |
ZG |
STOCK |
sale
|
Jan. 12, 2026 |
$15,001 - $50,000 |
| THE TRADE DESK INC CLASS A |
TTD |
STOCK |
purchase
|
Jan. 12, 2026 |
Yes $50,001 - $100,000 |
| STRATEGY INC CLASS A |
|
STOCK |
sale
|
Jan. 12, 2026 |
$15,001 - $50,000 |
| CHEVRON CORP NEW |
CVX |
STOCK |
purchase
|
Jan. 12, 2026 |
$1,001 - $15,000 |
| COSTAR GROUP INC |
CSGP |
STOCK |
sale
|
Jan. 12, 2026 |
$1,001 - $15,000 |
| ATLASSIAN CORP CLASS A |
TEAM |
STOCK |
sale
|
Jan. 12, 2026 |
$15,001 - $50,000 |
| PROGRESSIVE CORP DH |
PGR |
STOCK |
sale
|
Jan. 12, 2026 |
$1,001 - $15,000 |
| MONDELEZ INTL INC CLASS A |
MDLZ |
STOCK |
purchase
|
Jan. 12, 2026 |
$100,001 - $250,000 |
| WORKDAY INC CLASS A |
WDAY |
STOCK |
sale
|
Jan. 12, 2026 |
$15,001 - $50,000 |
| ADOBE INC |
ADBE |
STOCK |
sale
|
Jan. 12, 2026 |
$1,001 - $15,000 |
| NEXTERA ENERGY INC |
NEE |
STOCK |
sale
|
Jan. 12, 2026 |
$1,001 - $15,000 |
| SERVICENOW INC |
NOW |
STOCK |
sale
|
Jan. 12, 2026 |
$1,001 - $15,000 |
| TRACTOR SUPPLY CO |
TSCO |
STOCK |
sale
|
Jan. 12, 2026 |
$15,001 - $50,000 |
| LIBERTY MEDIA CORP COR DEL CLASS SERIES C |
LSXMA |
STOCK |
sale
|
Jan. 12, 2026 |
Yes $15,001 - $50,000 |
| DTE ENERGY CO |
DTE |
STOCK |
sale
|
Jan. 12, 2026 |
$15,001 - $50,000 |
| COSTCO WHSL CORP NEW |
COST |
STOCK |
purchase
|
Jan. 12, 2026 |
$1,001 - $15,000 |
| FOX CORP CLASS A |
FOXA |
STOCK |
purchase
|
Jan. 12, 2026 |
$1,001 - $15,000 |
| ALBERTSONS CO SHS CL A CLASS A |
ACI |
STOCK |
sale
|
Jan. 12, 2026 |
Yes $1,001 - $15,000 |
| DISNEY WALT CO |
DIS |
STOCK |
purchase
|
Jan. 12, 2026 |
Yes $100,001 - $250,000 |
| META PLATFORMS INC CLASS A |
META |
STOCK |
sale
|
Jan. 12, 2026 |
$100,001 - $250,000 |
| TARGA RES CORP |
TRGP |
STOCK |
sale
|
Jan. 12, 2026 |
$15,001 - $50,000 |
| ABBVIE INC |
ABBV |
STOCK |
sale
|
Jan. 12, 2026 |
$1,001 - $15,000 |
| KINDER MORGAN INC DEL |
KMI |
STOCK |
sale
|
Jan. 12, 2026 |
Yes $1,001 - $15,000 |
| VEEVA SYS INC CLASS A |
VEEV |
STOCK |
purchase
|
Jan. 12, 2026 |
$50,001 - $100,000 |
| GE VERNOVA INC |
GEV |
STOCK |
purchase
|
Jan. 12, 2026 |
Yes $1,001 - $15,000 |
| T-MOBILE US INC |
TMUS |
STOCK |
purchase
|
Jan. 12, 2026 |
$1,001 - $15,000 |
| VERIZON COMMUNICATIONS I |
VZ |
STOCK |
sale
|
Jan. 12, 2026 |
Yes $1,001 - $15,000 |
| SYSCO CORP |
SYY |
STOCK |
sale
|
Jan. 12, 2026 |
$50,001 - $100,000 |
| ONEDOK INC NEW |
ONEK |
STOCK |
purchase
|
Jan. 12, 2026 |
Yes $50,001 - $100,000 |
| DOORDASH INC CLASS A |
DASH |
STOCK |
purchase
|
Jan. 12, 2026 |
$50,001 - $100,000 |
| THE CAMPBELL'S CO |
CPB |
STOCK |
sale
|
Jan. 12, 2026 |
$50,001 - $100,000 |
| GE VERNOVA INC |
GEV |
STOCK |
sale
|
Jan. 12, 2026 |
$50,001 - $100,000 |
| KROGER CO |
KR |
STOCK |
sale
|
Jan. 12, 2026 |
$15,001 - $50,000 |
| BOSTON SCIENTIFIC CORP |
BSX |
STOCK |
sale
|
Jan. 12, 2026 |
$50,001 - $100,000 |
| CROWDSTRIKE HLDGS INC CLASS A |
CRWD |
STOCK |
purchase
|
Jan. 12, 2026 |
$1,001 - $15,000 |
| PUBLIC SVC ENTERPRISE GR |
|
FUND |
purchase
|
Jan. 12, 2026 |
Yes $50,001 - $100,000 |
| UNITEDHEALTH GROUP INC |
UNH |
STOCK |
purchase
|
Jan. 12, 2026 |
$1,001 - $15,000 |
| EXTREME NETWORKS INC |
EXTR |
STOCK |
sale
|
Jan. 9, 2026 |
Yes $15,001 - $50,000 |
| STARBUCKS CORP COM |
SBUX |
STOCK |
purchase
|
Jan. 8, 2026 |
Yes $50,001 - $100,000 |
| ALEXANDRIA REAL ESTATE EQUITIES INC |
ARE |
STOCK |
purchase
|
Jan. 8, 2026 |
Yes $100,001 - $250,000 |
| CORRY INC COM SHS |
CORY |
STOCK |
purchase
|
Jan. 8, 2026 |
Yes $100,001 - $250,000 |
| PALANTIR TECHNOLOGIES INC CL A UNSOLICITED |
PLTR |
STOCK |
purchase
|
Jan. 8, 2026 |
Yes $50,001 - $100,000 |
| Hubbell Inc |
HUBB |
STOCK |
purchase
|
Jan. 8, 2026 |
Yes $100,001 - $250,000 |
| TYLER TECHNOLOGIES INC |
TYL |
STOCK |
purchase
|
Jan. 8, 2026 |
Yes $100,001 - $250,000 |
| VANGUARD S&P 500 ETF UNSOLICITED |
VOO |
ETF |
sale
|
Jan. 8, 2026 |
$1,000,001 - $5,000,000 |
| FIDELITY NATL INFORMATION SVCS INC |
|
PRIVATE EQUITY |
purchase
|
Jan. 8, 2026 |
Yes $50,001 - $100,000 |
| Wec Energy Group Inc Inc |
WEC |
STOCK |
purchase
|
Jan. 8, 2026 |
Yes $100,001 - $250,000 |
| INTUITIVE SURGICAL INC NEW |
ISRG |
STOCK |
purchase
|
Jan. 8, 2026 |
Yes $50,001 - $100,000 |
| TRUMBLE NAV LTD |
|
FUND |
purchase
|
Jan. 8, 2026 |
Yes $100,001 - $250,000 |
| PINNACLE WEST CAP CORP COM |
PNW |
STOCK |
purchase
|
Jan. 8, 2026 |
Yes $50,001 - $100,000 |
| FACTSET RESH SYS INC |
FDS |
STOCK |
purchase
|
Jan. 8, 2026 |
Yes $100,001 - $250,000 |
| TERADYNE INC COM |
TER |
STOCK |
purchase
|
Jan. 8, 2026 |
Yes $100,001 - $250,000 |
| Charter Communications Inc New |
CHTR |
STOCK |
purchase
|
Jan. 8, 2026 |
Yes $50,001 - $100,000 |
| CRH PLC ORD SHS 32 EACH ORD UN SOLICITED |
CRH |
STOCK |
purchase
|
Jan. 8, 2026 |
$15,001 - $50,000 |
| WATERS CORP |
WTRG |
STOCK |
purchase
|
Jan. 7, 2026 |
$50,001 - $100,000 |
| TYLER TECHNOLOGIES INC |
TYL |
STOCK |
purchase
|
Jan. 7, 2026 |
$100,001 - $250,000 |
| ADVANCED MICRO DEVICES INC UNSOLICITED |
AMD |
STOCK |
purchase
|
Jan. 6, 2026 |
$50,001 - $100,000 |
| MASCO CORP. |
MAS |
STOCK |
purchase
|
Jan. 6, 2026 |
$100,001 - $250,000 |
| LENNOX INTL INC |
LII |
STOCK |
purchase
|
Jan. 6, 2026 |
$100,001 - $250,000 |
| AT & T INC |
T |
STOCK |
purchase
|
Jan. 6, 2026 |
$100,001 - $250,000 |
| ADN PLC SHS CL A |
ADN |
STOCK |
purchase
|
Jan. 6, 2026 |
$100,001 - $250,000 |
| Comfort Sys Usa Inc |
FIX |
STOCK |
purchase
|
Jan. 6, 2026 |
$100,001 - $250,000 |
| PNC FINL SERVICES |
PNC |
STOCK |
purchase
|
Jan. 6, 2026 |
$100,001 - $250,000 |
| Hewlett Packard Enterprise Co |
HPE |
STOCK |
purchase
|
Jan. 6, 2026 |
$100,001 - $250,000 |
| BRISTOL MYERS SQUIBB CO COM |
BMY |
STOCK |
purchase
|
Jan. 6, 2026 |
Yes $100,001 - $250,000 |
| INGERSOLL RAND INC COM |
IR |
STOCK |
purchase
|
Jan. 6, 2026 |
Yes $100,001 - $250,000 |
| COOPER ODS INC COM |
COO |
STOCK |
purchase
|
Jan. 6, 2026 |
Yes $100,001 - $250,000 |
| AMERION CORP |
|
STOCK |
purchase
|
Jan. 6, 2026 |
$100,001 - $250,000 |
| TELSON TECHNOLOGIES INC |
|
STOCK |
purchase
|
Jan. 6, 2026 |
$100,001 - $250,000 |
| NORWEGIAN CRUISE L COM USD0.001 |
NCLH |
STOCK |
purchase
|
Jan. 6, 2026 |
$100,001 - $250,000 |
| VERIZON COMMUNICATIONS |
VZ |
STOCK |
purchase
|
Jan. 6, 2026 |
$100,001 - $250,000 |
| DOLLAR TREE INC |
DLTR |
STOCK |
purchase
|
Jan. 6, 2026 |
$100,001 - $250,000 |
| QUANTA SVCS INC |
PWR |
STOCK |
purchase
|
Jan. 6, 2026 |
$50,001 - $100,000 |
| PC & E CORP |
|
PRIVATE EQUITY |
purchase
|
Jan. 6, 2026 |
$50,001 - $100,000 |
| CONSTELLATION BRANDS INC |
STZ |
STOCK |
purchase
|
Jan. 6, 2026 |
Yes $50,001 - $100,000 |
| BROADCOM INC COM |
AVGO |
STOCK |
purchase
|
Jan. 6, 2026 |
Yes $50,001 - $100,000 |
| ENPHASE ENERGY INC |
ENPH |
STOCK |
purchase
|
Jan. 6, 2026 |
$15,001 - $50,000 |
| PALANTIR TECHNOLOGIES INC CL A |
PLTR |
STOCK |
purchase
|
Jan. 6, 2026 |
Yes $15,001 - $50,000 |
| Salesforce Inc. |
CRM |
STOCK |
purchase
|
Jan. 6, 2026 |
Yes $15,001 - $50,000 |
| DANNAHER CORP |
DHR |
STOCK |
purchase
|
Jan. 6, 2026 |
$15,001 - $50,000 |
| SNAP ON INC COM |
SNA |
STOCK |
purchase
|
Jan. 6, 2026 |
$15,001 - $50,000 |
| APPLEVIN CORP COM CL A |
APLV |
STOCK |
purchase
|
Jan. 6, 2026 |
Yes $15,001 - $50,000 |
| CELESTICA INC |
CLS |
STOCK |
purchase
|
Jan. 6, 2026 |
Yes $15,001 - $50,000 |
| UNIVERSAL CORP VA |
UNVL |
STOCK |
purchase
|
Jan. 6, 2026 |
Yes $15,001 - $50,000 |
| MILLERINDCOLL INC |
|
PRIVATE EQUITY |
purchase
|
Jan. 6, 2026 |
Yes $15,001 - $50,000 |
| GLAUXOS CORP |
|
PRIVATE EQUITY |
purchase
|
Jan. 6, 2026 |
Yes $15,001 - $50,000 |
| ROC GROUP INC CLASS A |
ROCC |
STOCK |
purchase
|
Jan. 6, 2026 |
Yes $15,001 - $50,000 |
| CASE ONE INC |
|
PRIVATE EQUITY |
purchase
|
Jan. 6, 2026 |
Yes $15,001 - $50,000 |
| LINDSAY CORP |
LNN |
STOCK |
purchase
|
Jan. 6, 2026 |
Yes $15,001 - $50,000 |
| LCI INDS |
LCI |
STOCK |
purchase
|
Jan. 6, 2026 |
Yes $15,001 - $50,000 |
| AGLYSYS INC |
|
PRIVATE EQUITY |
sale
|
Jan. 6, 2026 |
$1,001 - $15,000 |
| G2 HLDGS INC |
G2 |
STOCK |
sale
|
Jan. 6, 2026 |
$1,001 - $15,000 |
| GOGO INC |
GOGO |
STOCK |
sale
|
Jan. 6, 2026 |
$1,001 - $15,000 |
| ADVANCE AUTO PTS INC |
AAP |
STOCK |
sale
|
Jan. 6, 2026 |
$1,001 - $15,000 |
| AIRBOR ELTY TR INC REIT |
AIRC |
REAL ESTATE |
sale
|
Jan. 6, 2026 |
$1,001 - $15,000 |
| AMERICAN ASSETS TR IN REIT |
ASTR |
REAL ESTATE |
sale
|
Jan. 6, 2026 |
$15,001 - $50,000 |
| VERALTO CORP COM SHS |
VLTO |
STOCK |
sale
|
Jan. 6, 2026 |
$100,001 - $250,000 |
| GLOBAL PAYTS INC |
GPN |
STOCK |
sale
|
Jan. 6, 2026 |
$100,001 - $250,000 |
| DATADOG INC CL A COM |
DDOG |
STOCK |
sale
|
Jan. 6, 2026 |
$100,001 - $250,000 |
| KROGER |
KR |
STOCK |
sale
|
Jan. 6, 2026 |
$100,001 - $250,000 |
| PUBLIC STORAGE |
PSA |
STOCK |
sale
|
Jan. 6, 2026 |
$100,001 - $250,000 |
| CROWN CASTLE INC |
CCI |
STOCK |
sale
|
Jan. 6, 2026 |
$100,001 - $250,000 |
| FORTINET INC |
FTNT |
STOCK |
sale
|
Jan. 6, 2026 |
$250,001 - $500,000 |
| GENUINE PARTS CO |
|
STOCK |
sale
|
Jan. 6, 2026 |
$250,001 - $500,000 |
| LENNAR CORP CLASS A COM |
LEN |
STOCK |
sale
|
Jan. 6, 2026 |
$250,001 - $500,000 |
| PUBLIC SVC ENTERPRISE GROUP INC |
PSE |
STOCK |
sale
|
Jan. 6, 2026 |
$250,001 - $500,000 |
| SYSCO CORP |
SYY |
STOCK |
sale
|
Jan. 6, 2026 |
$250,001 - $500,000 |
| DIGITAL RLTY TR INC |
DLR |
REAL ESTATE |
sale
|
Jan. 6, 2026 |
$250,001 - $500,000 |
| ROPER TECHNOLOGIES, INC |
ROP |
STOCK |
sale
|
Jan. 6, 2026 |
$250,001 - $500,000 |
| BADGER METER INC |
BMI |
STOCK |
sale
|
Jan. 5, 2026 |
$15,001 - $50,000 |
| ALEXANDERS PLC F |
ALEX |
STOCK |
purchase
|
Jan. 5, 2026 |
$15,001 - $50,000 |
| TG THERAPEUTICS INC |
TGTX |
STOCK |
sale
|
Jan. 5, 2026 |
$15,001 - $50,000 |
| AMERICAN STS WTR CO |
AWK |
STOCK |
sale
|
Jan. 5, 2026 |
$15,001 - $50,000 |
| PROCORE TECHNOLOGIES INC |
PCOR |
STOCK |
sale
|
Jan. 2, 2026 |
$1,001 - $15,000 |
| PROMIDEX INC |
|
PRIVATE EQUITY |
purchase
|
Jan. 2, 2026 |
Yes $15,001 - $50,000 |
| CMS ENERGY CORP |
CMS |
STOCK |
sale
|
Jan. 1, 2026 |
$1,001 - $15,000 |
| FORTINET INC |
FTNT |
STOCK |
sale
|
Jan. 1, 2026 |
$1,001 - $15,000 |
| ATLASSIAN CORP CLASS A |
TEAM |
STOCK |
sale
|
Jan. 1, 2026 |
$1,001 - $15,000 |
| CHARTER COMMUNICATIONS I CLASS A |
CHTR |
STOCK |
sale
|
Jan. 1, 2026 |
$1,001 - $15,000 |
| TYLER TECHNOLOGIES INC |
TYL |
STOCK |
sale
|
Jan. 1, 2026 |
$1,001 - $15,000 |
| ALLSTATE CORP |
ALL |
STOCK |
sale
|
Jan. 1, 2026 |
$1,001 - $15,000 |
| SEMPRA |
SRE |
STOCK |
sale
|
Jan. 1, 2026 |
$1,001 - $15,000 |
| MASTERCARD INC CLASS A |
MA |
STOCK |
purchase
|
Jan. 1, 2026 |
$15,001 - $50,000 |
| FLUTTER ENTTMT PLC F |
FLUT |
STOCK |
sale
|
Jan. 1, 2026 |
$1,001 - $15,000 |
| GENERAL MILLS INC |
GIS |
STOCK |
sale
|
Jan. 1, 2026 |
$1,001 - $15,000 |
| COUPANG INC CLASS A |
CPNG |
STOCK |
sale
|
Jan. 1, 2026 |
$1,001 - $15,000 |
| ADMA BIOLOGICS INC |
ADMA |
STOCK |
sale
|
March 30, 2025 |
$50,001 - $100,000 |
| VIRTUS INVT PARTNERS INC |
VRTS |
STOCK |
sale
|
March 30, 2025 |
$50,001 - $100,000 |
| PROG HLDGS INC |
PGHL |
STOCK |
purchase
|
March 30, 2025 |
$15,001 - $50,000 |
| ELASTIC NV F |
ESTC |
STOCK |
sale
|
March 30, 2025 |
$30,001 - $100,000 |
| ENERPAC TOOL GROUP CORP CLASS A |
PTG |
STOCK |
sale
|
March 30, 2025 |
$50,001 - $100,000 |
| JACK IN THE BOX INC |
JACK |
STOCK |
sale
|
March 30, 2025 |
$1,001 - $15,000 |
| PENNYMAC MTG INVT TR REIT |
PMT |
REAL ESTATE |
sale
|
March 30, 2025 |
$15,001 - $50,000 |
| CACTUS INC CLASS A |
CCTS |
STOCK |
sale
|
March 30, 2025 |
$1,001 - $15,000 |
| STERILE GOOD FOODS CO |
|
STOCK |
purchase
|
March 30, 2025 |
$15,001 - $50,000 |
| BEACON FIN CORP |
|
STOCK |
sale
|
March 30, 2025 |
$1,001 - $15,000 |
| DIODES INC |
DIOD |
STOCK |
purchase
|
March 30, 2025 |
$15,001 - $50,000 |
| G/BARLTARS INC INS |
|
STOCK |
purchase
|
March 30, 2025 |
$15,001 - $50,000 |
| ADDUS HOMECARE CORP |
ADDUS |
STOCK |
sale
|
March 30, 2025 |
$50,001 - $100,000 |
| FITRON INC EQUITY CLASS EQUITY |
|
STOCK |
purchase
|
March 30, 2025 |
$15,001 - $50,000 |
| DOUBLEVERIFY HOLDGS INC |
|
PRIVATE EQUITY |
sale
|
March 30, 2025 |
$50,001 - $100,000 |
| ADVANCE AUTO PTS INC |
AAP |
STOCK |
sale
|
March 30, 2025 |
$1,001 - $15,000 |
| INSIGHT ENTERPRISES INC |
NSGT |
STOCK |
sale
|
March 30, 2025 |
$50,001 - $100,000 |
| INSPIRE MED SYS INC |
INSP |
STOCK |
purchase
|
March 30, 2025 |
$15,001 - $50,000 |
| J. & SNACK FOODS CORP |
JKX |
STOCK |
purchase
|
March 30, 2025 |
$15,001 - $50,000 |
| MGE ENERGY INC |
MG |
STOCK |
purchase
|
March 30, 2025 |
$15,001 - $50,000 |
| Apple Inc Com Average Unit Price Transaction Your Broker Acted As Agent |
AAPL |
STOCK |
sale
|
March 27, 2025 |
Yes $500,001 - $1,000,000 |
| AbbVie Inc Com Sold Ordinary Stock Derivation Exercised |
ABBV |
STOCK |
sale
|
March 27, 2025 |
$50,001 - $100,000 |
| Home Depot Inc Com Sold Ordinary Stock Derivation Exercised Allocated Ordinary Unit Price Transaction Through Your Broker Acted As Agent |
HD |
STOCK |
sale
|
March 27, 2025 |
$50,001 - $100,000 |
| Microsoft Corp Com Average Unit Price Transaction Your Broker Acted As Agent |
MSFT |
STOCK |
sale
|
March 27, 2025 |
Yes $250,001 - $500,000 |
| General Elec Co Com New Sold Ordinary Stock Derivation Exercised Average Unit Price Transaction Through Your Broker Acted As Agent |
GE |
STOCK |
sale
|
March 27, 2025 |
$50,001 - $100,000 |
| BLUE OWL CAP INC CLASS A |
OBDC |
STOCK |
sale
|
March 26, 2025 |
$1,001 - $15,000 |
| SAILPOINT INC |
|
PRIVATE EQUITY |
sale
|
March 26, 2025 |
$1,001 - $15,000 |
| FIDELITY NATL INFORMATIO |
FNINF |
FUND |
sale
|
March 26, 2025 |
$1,001 - $15,000 |
| MASTERCARD INC CLASS A |
MA |
STOCK |
purchase
|
March 26, 2025 |
$15,001 - $50,000 |
| CROWN CASTLE INC REIT |
CCI |
REAL ESTATE |
sale
|
March 26, 2025 |
$1,001 - $15,000 |
| RAYMOND JAMES FINL INC |
RJF |
STOCK |
sale
|
March 26, 2025 |
$1,001 - $15,000 |
| THE CIGNA GROUP |
CI |
STOCK |
sale
|
March 26, 2025 |
$1,001 - $15,000 |
| AMERIPRISE FINL INC |
AMP |
STOCK |
sale
|
March 26, 2025 |
$1,001 - $15,000 |
| ROBLOX INC |
RBLX |
STOCK |
sale
|
March 26, 2025 |
$1,001 - $15,000 |
| BROADRIDGE FIN SOLUTION |
BR |
STOCK |
sale
|
March 25, 2025 |
$1,001 - $15,000 |
| JPMORGAN CHASE & CO UNSOLICITED |
JPM |
STOCK |
purchase
|
March 25, 2025 |
$15,001 - $50,000 |
| BLOCK INC CL A UNSOLICITED |
SQ |
STOCK |
purchase
|
March 25, 2025 |
$15,001 - $50,000 |
| METLIFE INC UNSOLICITED |
MET |
STOCK |
purchase
|
March 25, 2025 |
$15,001 - $50,000 |
| PHILIP MORRIS INTL INC UNSOLICITED |
PM |
STOCK |
purchase
|
March 25, 2025 |
$15,001 - $50,000 |
| STARBUCKS CORP UNSOLICITED |
SBUX |
STOCK |
purchase
|
March 25, 2025 |
$15,001 - $50,000 |
| PALANTIR TECHNOLOGIES INC CL A UNSOLICITED |
PLTR |
STOCK |
purchase
|
March 25, 2025 |
$15,001 - $50,000 |
| TXO GROUP HLDGS INC CL A UNSOLICITED |
TXG |
STOCK |
purchase
|
March 25, 2025 |
$15,001 - $50,000 |
| FISERV INC UNSOLICITED |
FISV |
STOCK |
purchase
|
March 25, 2025 |
$15,001 - $50,000 |
| UBER TECHNOLOGIES INC UNSOLICITED |
UBER |
STOCK |
purchase
|
March 25, 2025 |
$15,001 - $50,000 |
| SYNCHRONY FINL UNSOLICITED |
SYF |
STOCK |
purchase
|
March 25, 2025 |
$15,001 - $50,000 |
| CIBRE GROUP INC CL A UNSOLICITED |
CG |
STOCK |
purchase
|
March 25, 2025 |
$15,001 - $50,000 |
| EQUINIX INC REIT UNSOLICITED |
EQIX |
REAL ESTATE |
purchase
|
March 25, 2025 |
$15,001 - $50,000 |
| ABBVIE INC COM UNSOLICITED |
ABBV |
STOCK |
purchase
|
March 25, 2025 |
$15,001 - $50,000 |
| VULCAN MATERIALS CO NEW (HOLDING COMPANY) UNSOLICITED |
VMC |
STOCK |
purchase
|
March 25, 2025 |
$15,001 - $50,000 |
| INTL BUSINESS MACH UNSOLICITED |
IBM |
STOCK |
purchase
|
March 25, 2025 |
$15,001 - $50,000 |
| EQUIFAX INC UNSOLICITED |
EFX |
STOCK |
purchase
|
March 25, 2025 |
$15,001 - $50,000 |
| HOME DEPOT INC UNSOLICITED |
HD |
STOCK |
purchase
|
March 25, 2025 |
$15,001 - $50,000 |
| OTIS WORLDWIDE CORP UNSOLICITED |
OTIS |
STOCK |
purchase
|
March 25, 2025 |
$15,001 - $50,000 |
| ADVANCED MICRO DEVICES INC UNSOLICITED |
AMD |
STOCK |
purchase
|
March 25, 2025 |
$15,001 - $50,000 |
| GOLDMAN SACHS GROUP INC UNSOLICITED |
GS |
STOCK |
purchase
|
March 25, 2025 |
$15,001 - $50,000 |
| DIGITAL REALTY TRUST INC REIT UNSOLICITED |
DLR |
REAL ESTATE |
purchase
|
March 25, 2025 |
$15,001 - $50,000 |
| COSTAR GROUP INC UNSOLICITED |
CSGP |
STOCK |
purchase
|
March 23, 2025 |
$15,001 - $50,000 |
| WSTN DIGITAL CORP UNSOLICITED |
|
STOCK |
purchase
|
March 23, 2025 |
$15,001 - $50,000 |
| MICROCHIP TECHNOLOGY INC UNSOLICITED |
MCHP |
STOCK |
purchase
|
March 23, 2025 |
$15,001 - $50,000 |
| WALT DISNEY CO HOLDING CO DISNEY COM UNSOLICITED |
DIS |
STOCK |
purchase
|
March 23, 2025 |
$15,001 - $50,000 |
| QUALCOMM INC UNSOLICITED |
QCOM |
STOCK |
purchase
|
March 23, 2025 |
$15,001 - $50,000 |
| WORKDAY INC CL A UNSOLICITED |
WDAY |
STOCK |
purchase
|
March 23, 2025 |
$15,001 - $50,000 |
| ZOOMINFO TECHNOLOGIES IN |
ZI |
STOCK |
purchase
|
March 23, 2025 |
$15,001 - $50,000 |
| UNITEDHEALTH GROUP INC UNSOLICITED |
UNH |
STOCK |
purchase
|
March 23, 2025 |
$15,001 - $50,000 |
| SBA COMMUNICATIONS CORP NEW REIT UNSOLICITED |
SBAC |
REAL ESTATE |
purchase
|
March 23, 2025 |
$15,001 - $50,000 |
| DAZNON INC UNSOLICITED |
|
PRIVATE EQUITY |
sale
|
March 23, 2025 |
$50,001 - $100,000 |
| WALKER & DUNLOP INC |
|
PRIVATE EQUITY |
purchase
|
March 23, 2025 |
$15,001 - $50,000 |
| AMERICAN TOWER CORP NEW REIT |
AMT |
REAL ESTATE |
sale
|
March 20, 2025 |
$1,001 - $15,000 |
| MICROSOFT CORP UNSOLICITED |
MSFT |
STOCK |
purchase
|
March 19, 2025 |
$1,000,001 - $5,000,000 |
| RUBRIK INC CLASS A |
RBRK |
STOCK |
sale
|
March 18, 2025 |
$15,001 - $50,000 |
| AXON ENTERPRISE INC |
AXON |
STOCK |
sale
|
March 18, 2025 |
$30,001 - $100,000 |
| HOME DEPOT INC |
HD |
STOCK |
sale
|
March 18, 2025 |
Yes $250,001 - $500,000 |
| SAILPOINT INC |
|
PRIVATE EQUITY |
sale
|
March 18, 2025 |
$30,001 - $100,000 |
| OTIS WORLDWIDE CORP |
OTIS |
STOCK |
sale
|
March 18, 2025 |
$30,001 - $100,000 |
| CROWN CASTLE INC REIT REIT |
CCI |
REAL ESTATE |
sale
|
March 18, 2025 |
$1,001 - $15,000 |
| CONAGRA BRANDS INC |
CAG |
STOCK |
sale
|
March 18, 2025 |
$30,001 - $100,000 |
| VISA INC CLASS A |
V |
STOCK |
sale
|
March 18, 2025 |
Yes $250,001 - $500,000 |
| INTUITIVE SURGICAL INC |
ISRG |
STOCK |
sale
|
March 18, 2025 |
$1,001 - $15,000 |
| MASTERCARD INC CLASS A |
MA |
STOCK |
sale
|
March 18, 2025 |
Yes $250,001 - $500,000 |
| LPL FIN HLDGS INC |
LPL |
STOCK |
sale
|
March 18, 2025 |
$50,001 - $100,000 |
| TPG INC CLASS A |
TPG |
STOCK |
sale
|
March 18, 2025 |
$50,001 - $100,000 |
| ULTA BEAUTY, INC |
ULTA |
STOCK |
sale
|
March 17, 2025 |
Yes $250,001 - $500,000 |
| INVITATION HOMES INC COM |
INVH |
STOCK |
sale
|
March 17, 2025 |
Yes $250,001 - $500,000 |
| SMURFIT WESTROCK PLC |
SW |
STOCK |
sale
|
March 17, 2025 |
$1,001 - $15,000 |
| INTERNATIONAL PAPER COM |
IP |
STOCK |
sale
|
March 17, 2025 |
$50,001 - $100,000 |
| SALESFORCE INC |
CRM |
STOCK |
sale
|
March 17, 2025 |
$1,001 - $15,000 |
| COOPER COS INC PAR |
COO |
STOCK |
sale
|
March 17, 2025 |
$1,001 - $15,000 |
| TRANE TECHNOLOGIES PLC SHS |
TT |
STOCK |
purchase
|
March 17, 2025 |
$1,000,001 - $5,000,000 |
| DANAHER CORP |
DHR |
STOCK |
sale
|
March 17, 2025 |
Yes $500,001 - $1,000,000 |
| Elevance Health, Inc. |
ELV |
STOCK |
sale
|
March 17, 2025 |
Yes $250,001 - $500,000 |
| CADENCE DESIGN SYS INC |
CDNS |
STOCK |
purchase
|
March 17, 2025 |
$1,000,001 - $5,000,000 |
| PEPSICO INC |
PEP |
STOCK |
purchase
|
March 17, 2025 |
$15,001 - $50,000 |
| MONGDB INC CL A |
MDB |
STOCK |
sale
|
March 17, 2025 |
$1,001 - $15,000 |
| ARES MGMT CORP CLASS A |
ARES |
STOCK |
sale
|
March 17, 2025 |
$1,001 - $15,000 |
| ALPHABET INC CL A |
GOOGL |
STOCK |
purchase
|
March 17, 2025 |
$15,001 - $50,000 |
| ORACLE CORPORATION COM |
ORCL |
STOCK |
purchase
|
March 17, 2025 |
$1,000,001 - $5,000,000 |
| UBER TECHNOLOGIES INC COM |
UBER |
STOCK |
purchase
|
March 17, 2025 |
$1,000,001 - $5,000,000 |
| EATON CORP PLC |
ETN |
STOCK |
purchase
|
March 17, 2025 |
$1,000,001 - $5,000,000 |
| CARNIVAL CORP F |
CCL |
STOCK |
sale
|
March 15, 2025 |
$15,001 - $50,000 |
| MEDTRONIC PLC F |
MDT |
STOCK |
sale
|
March 15, 2025 |
$15,001 - $50,000 |
| KLA CORP UNSOLICITED |
KLAC |
STOCK |
purchase
|
March 12, 2025 |
$15,001 - $50,000 |
| HA SUSTAINABLE INFRA REIT |
|
REAL ESTATE |
sale
|
March 12, 2025 |
$1,001 - $15,000 |
| ABBOTT LABS UNSOLICITED |
ABT |
STOCK |
purchase
|
March 12, 2025 |
$15,001 - $50,000 |
| QNITY ELECTRONICS INC UNSOLICITED |
|
STOCK |
purchase
|
March 11, 2025 |
$15,001 - $50,000 |
| AMPHENOL CORP NEW CL A UNSOLICITED |
APH |
STOCK |
purchase
|
March 11, 2025 |
$15,001 - $50,000 |
| KKR & CO INC CL A |
KKR |
STOCK |
sale
|
March 10, 2025 |
Yes $250,001 - $500,000 |
| AIRB INC |
AIRB |
STOCK |
purchase
|
March 10, 2025 |
$1,000,001 - $5,000,000 |
| BERKSHIRE BV INC CL B |
BRK.B |
STOCK |
sale
|
March 10, 2025 |
Yes $250,001 - $500,000 |
| ISHARES GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF |
D GCD |
ETF |
purchase
|
March 9, 2025 |
$1,000,001 - $5,000,000 |
| Ishares Tr Russell 1000 Eq E1774834153032-00302 Average Unit Price Transaction Your Broker Acted As Agent |
IWB |
ETF |
purchase
|
March 7, 2025 |
$1,000,001 - $5,000,000 |
| Invesco Premier U.S. Government Money Market Portfolio Investor Class 5 - FraC 0000 Sold Solicited Order Discretion Exercised |
CPGXX |
FUND |
sale
|
March 6, 2025 |
$1,001 - $15,000 |
| Berkshire Hathaway Inc Del CI B New Sold Ordinary Stock Derivation Exercised |
BRK.B |
STOCK |
sale
|
March 6, 2025 |
$50,001 - $100,000 |
| RANGER METER INC |
|
PRIVATE EQUITY |
purchase
|
March 4, 2025 |
$15,001 - $50,000 |
| GENTHERM INC |
THRM |
STOCK |
purchase
|
March 4, 2025 |
$15,001 - $50,000 |
| BEACON FINL CORP |
BECN |
STOCK |
purchase
|
March 4, 2025 |
$15,001 - $50,000 |
| ADDUS HOMECARE CORP |
ADHC |
STOCK |
purchase
|
March 4, 2025 |
$15,001 - $50,000 |
| OPENLANE INC |
OL |
STOCK |
purchase
|
March 4, 2025 |
$15,001 - $50,000 |
| TELEFLEX INC |
TFX |
STOCK |
purchase
|
March 4, 2025 |
$15,001 - $50,000 |
| CARLYLE GROUP INC A |
CG |
STOCK |
sale
|
March 4, 2025 |
$1,001 - $15,000 |
| ORGANON & CO |
OGN |
STOCK |
purchase
|
March 4, 2025 |
$15,001 - $50,000 |
| FIRST BANCORP P R F |
FBNC |
STOCK |
purchase
|
March 4, 2025 |
$15,001 - $50,000 |
| RADNET INC |
RDNT |
STOCK |
purchase
|
March 4, 2025 |
$15,001 - $50,000 |
| PENGUIN SOLUTIONS INC DE |
PENG |
STOCK |
purchase
|
March 4, 2025 |
$15,001 - $50,000 |
| BANC CALIF INC |
BANC |
STOCK |
purchase
|
March 4, 2025 |
$15,001 - $50,000 |
| ASBURY AUTOMOTIVE GROUP |
ABG |
STOCK |
purchase
|
March 4, 2025 |
$15,001 - $50,000 |
| INSIGHT ENTERPRISES INC |
NSIT |
STOCK |
purchase
|
March 4, 2025 |
$15,001 - $50,000 |
| BANNER CORP |
BANR |
STOCK |
purchase
|
March 4, 2025 |
$15,001 - $50,000 |
| UNITED CMTY BK BLAIRSVL |
UCB |
STOCK |
purchase
|
March 4, 2025 |
$15,001 - $50,000 |
| ALARM COM HLDGS INC |
ALRM |
STOCK |
purchase
|
March 4, 2025 |
$15,001 - $50,000 |
| MODELIS & CO CLASS A |
|
PRIVATE EQUITY |
purchase
|
March 4, 2025 |
$15,001 - $50,000 |
| NTNL BK HLDGS CORP A CLASS A |
NBK |
STOCK |
purchase
|
March 4, 2025 |
$15,001 - $50,000 |
| PRIVA HEALTH GROUP INC |
|
STOCK |
purchase
|
March 4, 2025 |
$15,001 - $50,000 |
| VERSANT MEDIA GROUP INC |
|
STOCK |
purchase
|
March 4, 2025 |
$15,001 - $50,000 |
| COMMUNITY FINL SYS INC |
CFSI |
STOCK |
purchase
|
March 4, 2025 |
$15,001 - $50,000 |
| MAC INC |
|
nan |
purchase
|
March 4, 2025 |
$15,001 - $50,000 |
| TG THERAPEUTICS INC |
TGTX |
STOCK |
purchase
|
March 4, 2025 |
$15,001 - $50,000 |
| BREAD FINL HOLDINGS |
|
PRIVATE EQUITY |
purchase
|
March 4, 2025 |
$15,001 - $50,000 |
| EMPLOYERS HLDGS INC |
WIR |
STOCK |
purchase
|
March 4, 2025 |
$15,001 - $50,000 |
| MARTEN TRANS LTD'T |
|
PRIVATE EQUITY |
purchase
|
March 4, 2025 |
$15,001 - $50,000 |
| GEO GROUP INC NEW REIT |
GEO |
REAL ESTATE |
purchase
|
March 4, 2025 |
$15,001 - $50,000 |
| AMERICAN WOODMARK CORP |
AWK |
STOCK |
purchase
|
March 4, 2025 |
$15,001 - $50,000 |
| PRODIGY INC |
|
PRIVATE EQUITY |
purchase
|
March 4, 2025 |
$15,001 - $50,000 |
| HAWAIIAN ELEC INDS INC |
HEI |
STOCK |
purchase
|
March 4, 2025 |
$15,001 - $50,000 |
| RYMAN HOSPITALITY PPTYS REIT |
RHP |
REAL ESTATE |
purchase
|
March 4, 2025 |
$15,001 - $50,000 |
| EXTREMI NETWORKS INC |
EXTR |
STOCK |
purchase
|
March 4, 2025 |
$15,001 - $50,000 |
| ARMOUR RESIDENTIAL REIT |
ARR |
REAL ESTATE |
purchase
|
March 4, 2025 |
$15,001 - $50,000 |
| DOUBLEVERLEEFY HLDGS INC |
|
PRIVATE EQUITY |
purchase
|
March 4, 2025 |
$15,001 - $50,000 |
| PROGRESS SOFTWARE CORP |
PRGS |
STOCK |
purchase
|
March 4, 2025 |
$15,001 - $50,000 |
| BROADCOM INC UNSOLICITED |
AVGO |
STOCK |
sale
|
March 3, 2025 |
Yes $250,001 - $500,000 |
| BERKSHIRE HATHAWAY CLASS B |
BRK.B |
STOCK |
purchase
|
March 3, 2025 |
$1,001 - $15,000 |
| PARKER HANNIFIN CORP UNSOLICITED |
PH |
STOCK |
purchase
|
March 2, 2025 |
$15,001 - $50,000 |
| TYLER TECHNOLOGIES INC UNSOLICITED |
TYL |
STOCK |
purchase
|
March 2, 2025 |
$15,001 - $50,000 |
| SAP GLOBAL INC UNSOLICITED |
SAP |
STOCK |
purchase
|
March 2, 2025 |
$15,001 - $50,000 |
| DEXCOM INC UNSOLICITED |
DXCM |
STOCK |
purchase
|
March 2, 2025 |
$15,001 - $50,000 |
| WILLSON HOLDINGS CO A CLASS A |
WHL |
STOCK |
sale
|
March 2, 2025 |
$15,001 - $50,000 |
| QUANTA SERVICES INC UNSOLICITED |
PWR |
STOCK |
purchase
|
March 2, 2025 |
$15,001 - $50,000 |
| VANGUARD S&P 500 ETF UNSOLICITED |
VOO |
ETF |
purchase
|
March 2, 2025 |
$1,000,001 - $5,000,000 |
| APPLE INC UNSOLICITED |
AAPL |
STOCK |
purchase
|
March 2, 2025 |
$1,000,001 - $5,000,000 |
| HUMANA INC |
HUM |
STOCK |
purchase
|
March 2, 2025 |
$15,001 - $50,000 |
| ADT INC DEL |
ADT |
STOCK |
purchase
|
March 2, 2025 |
$15,001 - $50,000 |
| GE VERNOVA LLC COM UNSOLICITED |
GEV |
STOCK |
purchase
|
March 2, 2025 |
$15,001 - $50,000 |
| IQR REAL ESTATE FIN TR I |
IQRL |
REAL ESTATE |
purchase
|
Feb. 26, 2025 |
$15,001 - $50,000 |
| ROBERT HALF INC |
RHI |
STOCK |
sale
|
Feb. 26, 2025 |
$15,001 - $50,000 |
| UPM KALYN WOOD INTERIORS IN |
|
PRIVATE EQUITY |
sale
|
Feb. 25, 2025 |
$1,001 - $15,000 |
| MANPOWERGROUP INC WIS |
MAN |
STOCK |
sale
|
Feb. 25, 2025 |
$1,001 - $15,000 |
| FISERV INC |
FISV |
STOCK |
sale
|
Feb. 23, 2025 |
$1,001 - $15,000 |
| CME CORP |
CME |
STOCK |
sale
|
Feb. 23, 2025 |
$1,001 - $15,000 |
| SENTINELONE INC CLASS A |
S |
STOCK |
sale
|
Feb. 23, 2025 |
$1,001 - $15,000 |
| PALANTIR TECHNOLOGIES IN CLASS A |
PLTR |
STOCK |
sale
|
Feb. 23, 2025 |
$1,001 - $15,000 |
| BROWN & BROWN INC |
BRO |
STOCK |
sale
|
Feb. 23, 2025 |
$1,001 - $15,000 |
| APOLLO GLOBAL MGMT INC N CLASS A |
APO |
STOCK |
sale
|
Feb. 23, 2025 |
$1,001 - $15,000 |
| COGNIZANT TECHNOLOGY SOL CLASS A |
CTSH |
STOCK |
sale
|
Feb. 23, 2025 |
$1,001 - $15,000 |
| PAYLOCITY HLDG CORP |
PCTY |
STOCK |
sale
|
Feb. 23, 2025 |
$1,001 - $15,000 |
| AXON ENTERPRISE INC |
AXON |
STOCK |
sale
|
Feb. 23, 2025 |
$1,001 - $15,000 |
| FAIR ISAAC CORP |
|
PRIVATE EQUITY |
sale
|
Feb. 23, 2025 |
$1,001 - $15,000 |
| PAYPAL HLDGS INC |
PYPL |
STOCK |
sale
|
Feb. 23, 2025 |
$1,001 - $15,000 |
| PAYCHECK INC |
PAYC |
STOCK |
sale
|
Feb. 23, 2025 |
$1,001 - $15,000 |
| CC2 INTELLIGENT SOLUTION |
|
nan |
sale
|
Feb. 23, 2025 |
$1,001 - $15,000 |
| Invesco Exchange-traded Fd Sr S&p 500 Equal Weight Elf Solicited Order Discretion Exercised Average Unit Price Transaction Your Broker |
RSP |
ETF |
purchase
|
Feb. 20, 2025 |
$1,000,001 - $5,000,000 |
| AMAZON COM INC UNSOLICITED |
AMZN |
STOCK |
purchase
|
Feb. 20, 2025 |
$1,000,001 - $5,000,000 |
| Kurs Sahu Usa Inc Co A Dim Solicited Order Discretion Exercised Average Unit Price Transaction Your Broker Acted As Agent |
|
STOCK |
purchase
|
Feb. 20, 2025 |
$1,000,001 - $5,000,000 |
| O REILLY AUTOMOTIVE INC |
ORLY |
STOCK |
sale
|
Feb. 19, 2025 |
$1,001 - $15,000 |
| COPART INC |
CPRT |
STOCK |
sale
|
Feb. 19, 2025 |
$1,001 - $15,000 |
| EBAY INC |
EBAY |
STOCK |
sale
|
Feb. 19, 2025 |
$1,001 - $15,000 |
| applovin CORP CL A |
APP |
STOCK |
sale
|
Feb. 19, 2025 |
$1,001 - $15,000 |
| LIBERTY MEDIA CORP LIBERTY FORMULA ONE SER C |
FWONK |
STOCK |
sale
|
Feb. 19, 2025 |
$1,001 - $15,000 |
| IDEXX LABORATORIES INC |
IDXX |
STOCK |
sale
|
Feb. 19, 2025 |
$1,001 - $15,000 |
| BOOZ ALLEN HAMILTON HLOGG CLASS A |
BAH |
STOCK |
purchase
|
Feb. 13, 2025 |
$15,001 - $50,000 |
| VERTEX PHARMACEUTICALS 1 |
VRTX |
STOCK |
purchase
|
Feb. 13, 2025 |
$15,001 - $50,000 |
| AMAZON.COM INC UNSOLICITED |
AMZN |
STOCK |
sale
|
Feb. 13, 2025 |
Yes $250,001 - $500,000 |
| AMAZON.COM INC |
AMZN |
STOCK |
sale
|
Feb. 12, 2025 |
$1,001 - $15,000 |
| PALANTIR TECHNOLOGIES IN CLASS A |
PLTR |
STOCK |
sale
|
Feb. 12, 2025 |
$1,001 - $15,000 |
| UNITEDHEALTH GROUP INC |
UNH |
STOCK |
sale
|
Feb. 12, 2025 |
$1,001 - $15,000 |
| LIBERTY MEDIA CORP DEL CLASS SERIES C |
LSXMK |
STOCK |
purchase
|
Feb. 12, 2025 |
$15,001 - $50,000 |
| UPSTART HLDGS INC |
UPST |
STOCK |
purchase
|
Feb. 12, 2025 |
$15,001 - $50,000 |
| COMMVAULT SYS INC |
CVLT |
STOCK |
purchase
|
Feb. 12, 2025 |
$15,001 - $50,000 |
| UNION PAC CORP |
UNP |
STOCK |
purchase
|
Feb. 12, 2025 |
$15,001 - $50,000 |
| INSPERITY INC |
|
PRIVATE EQUITY |
purchase
|
Feb. 12, 2025 |
$15,001 - $50,000 |
| MASTERCARD INC |
MA |
STOCK |
purchase
|
Feb. 12, 2025 |
$15,001 - $50,000 |
| AMAZON.COM INC |
AMZN |
STOCK |
sale
|
Feb. 12, 2025 |
Yes $250,001 - $500,000 |
| MICROSOFT CORP |
MSFT |
STOCK |
sale
|
Feb. 12, 2025 |
Yes $250,001 - $500,000 |
| DOORDASH INC CLASS A |
DASH |
STOCK |
sale
|
Feb. 12, 2025 |
$1,001 - $15,000 |
| KOR & CO INC |
|
STOCK |
sale
|
Feb. 12, 2025 |
$1,001 - $15,000 |
| OMNICOM GROUP INC |
OMC |
STOCK |
sale
|
Feb. 12, 2025 |
$1,001 - $15,000 |
| COGNIZANT TECHNOLOGY SOL CLASS A |
CTSH |
STOCK |
sale
|
Feb. 12, 2025 |
$1,001 - $15,000 |
| ORACLE CORP |
ORCL |
STOCK |
sale
|
Feb. 12, 2025 |
$100,001 - $250,000 |
| ABBOTT LABS |
ABT |
STOCK |
sale
|
Feb. 12, 2025 |
$100,001 - $250,000 |
| QUALCOMM INC |
QCOM |
STOCK |
sale
|
Feb. 12, 2025 |
$100,001 - $250,000 |
| IQVIA HDLGs INC |
IQV |
STOCK |
sale
|
Feb. 12, 2025 |
$1,001 - $15,000 |
| TRIMBLE INC |
TRMB |
STOCK |
sale
|
Feb. 12, 2025 |
$1,001 - $15,000 |
| DISNEY WALT CO |
DIS |
STOCK |
sale
|
Feb. 12, 2025 |
$100,001 - $250,000 |
| DOCUSIGN INC |
DOCU |
STOCK |
sale
|
Feb. 12, 2025 |
$15,001 - $50,000 |
| AIRBNB INC CLASS A |
ABNB |
STOCK |
sale
|
Feb. 12, 2025 |
$15,001 - $50,000 |
| SNOWFLAKE INC CLASS A |
SNOW |
STOCK |
sale
|
Feb. 12, 2025 |
$15,001 - $50,000 |
| CONNAIRE GLOBAL INC CLASS A |
CNQI |
STOCK |
sale
|
Feb. 12, 2025 |
$30,001 - $100,000 |
| WORKDAY INC CL A |
WDAY |
STOCK |
purchase
|
Feb. 10, 2025 |
$1,000,001 - $5,000,000 |
| DELL TECHNOLOGIES INC CL C |
DELL |
STOCK |
purchase
|
Feb. 10, 2025 |
$1,000,001 - $5,000,000 |
| BOEING COMPANY COM |
BA |
STOCK |
purchase
|
Feb. 10, 2025 |
$1,000,001 - $5,000,000 |
| BROADCOM INC COM |
AVGO |
STOCK |
purchase
|
Feb. 10, 2025 |
$1,000,001 - $5,000,000 |
| MOTOROLA SOLUTIONS INC |
MSI |
STOCK |
purchase
|
Feb. 10, 2025 |
$1,000,001 - $5,000,000 |
| NVIDIA CORP |
NVDA |
STOCK |
purchase
|
Feb. 10, 2025 |
$1,000,001 - $5,000,000 |
| CROWDSTRIKE HLDGS INC CL A |
CRWD |
STOCK |
sale
|
Feb. 10, 2025 |
Yes $250,001 - $500,000 |
| METLIFE INC |
MET |
STOCK |
sale
|
Feb. 10, 2025 |
Yes $250,001 - $500,000 |
| PRUDENTIAL FINANCIAL INC |
PRU |
STOCK |
sale
|
Feb. 10, 2025 |
Yes $250,001 - $500,000 |
| CONSTELLATION ENERGY CORP COM |
CEG |
STOCK |
sale
|
Feb. 10, 2025 |
Yes $250,001 - $500,000 |
| Blackstone Inc. |
BX |
STOCK |
sale
|
Feb. 10, 2025 |
Yes $250,001 - $500,000 |
| INTUIT |
INTU |
STOCK |
sale
|
Feb. 10, 2025 |
Yes $250,001 - $500,000 |
| AUTODESK INC |
ADSK |
STOCK |
sale
|
Feb. 10, 2025 |
Yes $250,001 - $500,000 |
| SERVICENOW INC COM |
NOW |
STOCK |
purchase
|
Feb. 10, 2025 |
$1,000,001 - $5,000,000 |
| FIRST SOLAR INC |
FSLR |
STOCK |
sale
|
Feb. 10, 2025 |
$100,001 - $250,000 |
| TRIMBLE NAV LTD |
TRMB |
STOCK |
sale
|
Feb. 10, 2025 |
$100,001 - $250,000 |
| COW CORP |
|
nan |
purchase
|
Feb. 10, 2025 |
$1,000,001 - $5,000,000 |
| TRANSDIGM GROUP INC |
TDG |
STOCK |
purchase
|
Feb. 10, 2025 |
$1,000,001 - $5,000,000 |
| ADOBE INC |
ADBE |
STOCK |
purchase
|
Feb. 10, 2025 |
$1,000,001 - $5,000,000 |
| COSTCO WHOLESALE CORP NEW |
COST |
STOCK |
purchase
|
Feb. 10, 2025 |
$1,000,001 - $5,000,000 |
| AXON ENTERPRISE INC COM |
AXON |
STOCK |
purchase
|
Feb. 10, 2025 |
$1,000,001 - $5,000,000 |
| SYNOPSYS INC COM |
SNPS |
STOCK |
purchase
|
Feb. 10, 2025 |
$1,000,001 - $5,000,000 |
| CINEMARK HLDGS INC |
CNK |
STOCK |
purchase
|
Feb. 6, 2025 |
$15,001 - $50,000 |
| RED ROCK RESORTS INC CLASS A |
RRR |
STOCK |
sale
|
Feb. 6, 2025 |
$1,001 - $15,000 |
| ADTALEM GLOBAL ED INC |
ATGE |
STOCK |
purchase
|
Jan. 30, 2025 |
$15,001 - $50,000 |
| IRIDIUM COMMUNICATIONS I |
IRDM |
STOCK |
purchase
|
Jan. 30, 2025 |
$15,001 - $50,000 |
| CSW INDUSTRIALS INC |
CSWI |
STOCK |
purchase
|
Jan. 30, 2025 |
$15,001 - $50,000 |
| PRIMORIS SVCS CORP |
PVSS |
STOCK |
purchase
|
Jan. 30, 2025 |
$15,001 - $50,000 |
| ISHARES CORE MSCI EMERGING ETF |
IEMG |
ETF |
purchase
|
Jan. 29, 2025 |
$1,000,001 - $5,000,000 |
| STATE STRIT INSTL SLCT SCTR SPDR ETF |
XLV |
ETF |
purchase
|
Jan. 29, 2025 |
$1,000,001 - $5,000,000 |
| ADEIA INC |
A DEI |
STOCK |
purchase
|
Jan. 28, 2025 |
$15,001 - $50,000 |
| PAPA JOHNS INTL INC |
PZZA |
STOCK |
sale
|
Jan. 28, 2025 |
$1,001 - $15,000 |
| HIGHWOODS PPTYS REIT |
HSY |
REAL ESTATE |
purchase
|
Jan. 28, 2025 |
$15,001 - $50,000 |
| SIMPLY GOOD FOODS CO |
SMPL |
STOCK |
sale
|
Jan. 26, 2025 |
$1,001 - $15,000 |
| CONCEPT THERAPEUTICS INC |
CNCP |
STOCK |
sale
|
Jan. 26, 2025 |
$50,001 - $100,000 |
| CURBILINE PPTYS CORP |
|
REAL ESTATE |
purchase
|
Jan. 26, 2025 |
$15,001 - $50,000 |
| AMPSTAR PHARMACEUTICAL |
|
STOCK |
sale
|
Jan. 25, 2025 |
$1,001 - $15,000 |
| INTUIT INC |
INTU |
STOCK |
purchase
|
Jan. 23, 2025 |
$15,001 - $50,000 |
| KEURIG DR PEPPER INC |
KDP |
STOCK |
purchase
|
Jan. 23, 2025 |
$15,001 - $50,000 |
| PUBLIC SERVICE ENTERPRISE GROUP INC |
PEG |
STOCK |
purchase
|
Jan. 23, 2025 |
$1,001 - $15,000 |
| EOG RESOURCES INC |
EOG |
STOCK |
purchase
|
Jan. 23, 2025 |
$15,001 - $50,000 |
| HUNTINGTON BANKSHARES IN |
HBAN |
STOCK |
sale
|
Jan. 23, 2025 |
Yes $250,001 - $500,000 |
| COPART INC |
CPRT |
STOCK |
purchase
|
Jan. 23, 2025 |
$1,001 - $15,000 |
| EXELON CORP |
EXC |
STOCK |
purchase
|
Jan. 23, 2025 |
$15,001 - $50,000 |
| WILLIAMCO CES INC DEL |
|
STOCK |
purchase
|
Jan. 23, 2025 |
$1,001 - $15,000 |
| AMERICAN INTL GROUP INC |
AIG |
STOCK |
sale
|
Jan. 21, 2025 |
$1,001 - $15,000 |
| WORKDAY INC CLASS A |
WDAY |
STOCK |
sale
|
Jan. 21, 2025 |
$1,001 - $15,000 |
| HOME DEPOT INC |
HD |
STOCK |
purchase
|
Jan. 21, 2025 |
$15,001 - $50,000 |
| VISTRA CORP |
VST |
STOCK |
sale
|
Jan. 21, 2025 |
$1,001 - $15,000 |
| MICROSOFT CORP |
MSFT |
STOCK |
purchase
|
Jan. 21, 2025 |
$15,001 - $50,000 |
| INOVIO INC |
INO |
STOCK |
purchase
|
Jan. 20, 2025 |
$15,001 - $50,000 |
| AMN HEALTHCARE SVCS INC |
AMN |
STOCK |
purchase
|
Jan. 20, 2025 |
$15,001 - $50,000 |
| PATHWAY FINL INC |
|
STOCK |
purchase
|
Jan. 20, 2025 |
$15,001 - $50,000 |
| GETTY RLTY CORP NEW REIT |
GTY |
REAL ESTATE |
purchase
|
Jan. 20, 2025 |
$15,001 - $50,000 |
| INDOVIR PHARMACEUTICALS |
|
STOCK |
purchase
|
Jan. 20, 2025 |
$15,001 - $50,000 |
| PACIRA BIOSCIENCES INC |
PCRX |
STOCK |
purchase
|
Jan. 20, 2025 |
$15,001 - $50,000 |
| AMERICAN INTL GROUP INC |
AIG |
STOCK |
sale
|
Jan. 12, 2025 |
$50,001 - $100,000 |
| TEXAS INSTRS INC |
TXN |
STOCK |
purchase
|
Jan. 12, 2025 |
$1,000,001 - $5,000,000 |
| FIDELITY NAFTY INSTRUMENT |
|
FUND |
purchase
|
Jan. 12, 2025 |
$1,000,001 - $5,000,000 |
| FASTENAL CO |
FAST |
STOCK |
sale
|
Jan. 12, 2025 |
$50,001 - $100,000 |
| AMERICAN TOWER CORP NEW REIT |
AMT |
REAL ESTATE |
sale
|
Jan. 12, 2025 |
$1,001 - $15,000 |
| CMS ENERGY CORP |
CMS |
STOCK |
sale
|
Jan. 12, 2025 |
$15,001 - $50,000 |
| WEC ENERGY GROUP THERAPEUTICS INC |
|
nan |
sale
|
Jan. 12, 2025 |
$50,001 - $100,000 |
| PROCTER & GAMBLE CO |
PG |
STOCK |
sale
|
Jan. 12, 2025 |
$50,001 - $100,000 |
| CHARTER COMMUNICATIONS I CLASS A |
CHTR |
STOCK |
sale
|
Jan. 12, 2025 |
$1,001 - $15,000 |
| GALLAGHER ARTHUR J & CO |
AJG |
STOCK |
sale
|
Jan. 12, 2025 |
$50,001 - $100,000 |
| ROBLOX CORP CLASS A |
RBLX |
STOCK |
sale
|
Jan. 12, 2025 |
$1,001 - $15,000 |
| PEPSICO INC |
PEP |
STOCK |
sale
|
Jan. 12, 2025 |
$1,001 - $15,000 |
| PROCTER & GAMBLE CO |
PG |
STOCK |
purchase
|
Jan. 12, 2025 |
$1,000,001 - $5,000,000 |
| UNION PAC CORP |
UNP |
STOCK |
sale
|
Jan. 12, 2025 |
$1,001 - $15,000 |
| COUPANG INC CLASS A |
CPNG |
STOCK |
sale
|
Jan. 12, 2025 |
$30,001 - $100,000 |
| LABCORP HLDGS INC |
LH |
STOCK |
sale
|
Jan. 12, 2025 |
$50,001 - $100,000 |
| STE SRT CNSR STYLS SLCT SEC SPDR ETF |
SSLY |
ETF |
sale
|
Jan. 9, 2025 |
Yes $250,001 - $500,000 |
| ECOLAB INC |
ECL |
STOCK |
sale
|
Jan. 8, 2025 |
Yes $250,001 - $500,000 |
| PROGRESS SOFTWARE CORP |
PRGS |
STOCK |
purchase
|
Jan. 6, 2025 |
$15,001 - $50,000 |
| CAL MAINE FOODS INC |
CALM |
STOCK |
purchase
|
Jan. 6, 2025 |
$15,001 - $50,000 |
| BOSTON SCIENTIFIC CORP COM |
BSX |
STOCK |
sale
|
Jan. 6, 2025 |
Yes $250,001 - $500,000 |
| D R HORTON INC |
DHI |
STOCK |
sale
|
Jan. 6, 2025 |
Yes $250,001 - $500,000 |
| O REILLY AUTOMOTIVE INC |
ORLY |
STOCK |
sale
|
Jan. 6, 2025 |
Yes $250,001 - $500,000 |
| KORN FERRY |
KFY |
STOCK |
purchase
|
Jan. 6, 2025 |
$15,001 - $50,000 |
| CADENCE DESIGN SYS INC |
CDNS |
STOCK |
sale
|
Jan. 6, 2025 |
Yes $250,001 - $500,000 |
| AUTOZONE INC |
AZO |
STOCK |
sale
|
Jan. 6, 2025 |
Yes $250,001 - $500,000 |
| ROBINHOOD MKTS INC COM CL A |
HOOD |
STOCK |
sale
|
Jan. 6, 2025 |
Yes $250,001 - $500,000 |
| DOORDASH INC CL A |
DASH |
STOCK |
sale
|
Jan. 6, 2025 |
Yes $250,001 - $500,000 |
| CATALYST PHARMACEUTICALS |
CPRX |
STOCK |
purchase
|
Jan. 6, 2025 |
$15,001 - $50,000 |
| BLACKLINE INC |
BL |
STOCK |
purchase
|
Jan. 6, 2025 |
$15,001 - $50,000 |
| CARVANA CO CL A UNOLICITED |
CVNA |
STOCK |
purchase
|
Jan. 6, 2025 |
$15,001 - $50,000 |
| TRANE TECHNOLOGIES PLC SHS |
TT |
STOCK |
sale
|
Jan. 6, 2025 |
Yes $250,001 - $500,000 |
| SEZZLE INC |
SZZL |
STOCK |
purchase
|
Jan. 5, 2025 |
$15,001 - $50,000 |
| SABRE CORP |
SBR |
STOCK |
purchase
|
Jan. 5, 2025 |
$15,001 - $50,000 |
| WEC ENERGY GROUP INC |
WEC |
STOCK |
purchase
|
Jan. 3, 2025 |
$1,001 - $15,000 |
| SIMRY NETSTOCK PLC |
SIMRY |
STOCK |
purchase
|
Jan. 3, 2025 |
$1,001 - $15,000 |
| AVINOS MED INC |
|
STOCK |
sale
|
March 26, 2024 |
$1,001 - $15,000 |
| WILLIS TOWERS WATSON P F |
WTW |
STOCK |
sale
|
March 26, 2024 |
$1,001 - $15,000 |
| VISTRA CORP |
VST |
STOCK |
sale
|
March 26, 2024 |
$1,001 - $15,000 |
| TALEN ENERGY CORP NEW CLASS EQUITY |
TLNE |
STOCK |
sale
|
March 26, 2024 |
$1,001 - $15,000 |
| SNOWFLAKE INC CLASS A |
SNOW |
STOCK |
sale
|
March 26, 2024 |
$1,001 - $15,000 |
| MOLINA HEALTHCARE INC |
MOH |
STOCK |
sale
|
March 26, 2024 |
$1,001 - $15,000 |
| SMUCKER J M CO |
SJM |
STOCK |
sale
|
March 26, 2024 |
$1,001 - $15,000 |
| RUBRIK INC CLASS A |
RBRK |
STOCK |
sale
|
March 26, 2024 |
$1,001 - $15,000 |
| HUNTINGTON BANCSHARES INC |
HBAN |
STOCK |
sale
|
March 17, 2024 |
$1,001 - $15,000 |
| ESSEX PPRTY TR INC REIT |
ESS |
REAL ESTATE |
sale
|
March 12, 2024 |
$1,001 - $15,000 |
| ASTERA LABS INC |
ALAB |
STOCK |
sale
|
March 12, 2024 |
$1,001 - $15,000 |
| FORD MOTOR CO |
F |
STOCK |
sale
|
March 4, 2024 |
$1,001 - $15,000 |
| VEEVA SYS INC CLASS A |
VEEV |
STOCK |
sale
|
Feb. 23, 2024 |
$1,001 - $15,000 |
| IQVIA HLDGS INC |
IQV |
STOCK |
sale
|
Feb. 23, 2024 |
$1,001 - $15,000 |
| ROBINHOOD MKTS INC CLASS A |
HOOD |
STOCK |
sale
|
Feb. 23, 2024 |
$1,001 - $15,000 |
| CONSTELLATION ENERGY CON |
CEG |
STOCK |
sale
|
Feb. 23, 2024 |
$1,001 - $15,000 |
| BLOCK INC A CLASS A |
SQ |
STOCK |
sale
|
Feb. 12, 2024 |
$1,001 - $15,000 |
| HUMANA INC |
HUM |
STOCK |
sale
|
Feb. 12, 2024 |
$1,001 - $15,000 |
| FIDELITY NATL INFORMATIO |
FNINX |
FUND |
sale
|
Feb. 12, 2024 |
$1,001 - $15,000 |
| MANHATTAN ASSOCS INC |
MAH |
STOCK |
sale
|
Feb. 3, 2024 |
$1,001 - $15,000 |
| NETAPPA INC |
NTAP |
STOCK |
sale
|
Jan. 22, 2024 |
$1,001 - $15,000 |
| ADVANCED MICRO DEVICE |
AMD |
STOCK |
sale
|
Jan. 22, 2024 |
$1,001 - $15,000 |
| MANHATTAN ASSOCS INC |
MAH |
STOCK |
sale
|
Jan. 21, 2024 |
$1,001 - $15,000 |
| NUTANIX INC CLASS A |
NTNX |
STOCK |
sale
|
Jan. 21, 2024 |
$1,001 - $15,000 |
| IQR & CO INC |
|
STOCK |
sale
|
Jan. 21, 2024 |
$1,001 - $15,000 |
| XYLEM INC |
XYL |
STOCK |
sale
|
Jan. 21, 2024 |
$1,001 - $15,000 |
| GODADDY INC CLASS A |
GDDY |
STOCK |
sale
|
Jan. 21, 2024 |
$1,001 - $15,000 |
| CHENIERE ENERGY INC |
LNG |
STOCK |
sale
|
Jan. 21, 2024 |
$1,001 - $15,000 |
| GCOO INC INC |
|
nan |
sale
|
Jan. 13, 2024 |
$1,001 - $15,000 |
| FIDELITY NATL INFORMATIO |
FNINX |
FUND |
sale
|
Jan. 12, 2024 |
$1,001 - $15,000 |
| PNP GROUP CLASS A |
PNP |
STOCK |
sale
|
Jan. 12, 2024 |
$1,001 - $15,000 |
| SBA COMMUNICATIONS CORP CLASS A |
SBAC |
STOCK |
sale
|
Jan. 1, 2024 |
$1,001 - $15,000 |
| BLOCK H & R INC |
HAN |
STOCK |
sale
|
Jan. 1, 2024 |
$1,001 - $15,000 |
| ICU MED INC |
ICMI |
STOCK |
purchase
|
March 30, 2023 |
$15,001 - $50,000 |
| AMERISAFE INC |
ASFE |
STOCK |
sale
|
March 30, 2023 |
$1,001 - $15,000 |
| AMPPHENSONG WORLDS INDS INC |
APH |
STOCK |
sale
|
March 30, 2023 |
$1,001 - $15,000 |
| LIFE TIME GROUP HLDGS IN |
|
PRIVATE EQUITY |
purchase
|
March 30, 2023 |
$15,001 - $50,000 |
| TENNANT CO |
TNC |
STOCK |
sale
|
March 30, 2023 |
$1,001 - $15,000 |
| BANCORP INC DEL |
TBBK |
STOCK |
sale
|
March 30, 2023 |
$1,001 - $15,000 |
| DREAM FINDERS HOMES INC CLASS A |
DFH |
STOCK |
purchase
|
March 30, 2023 |
$15,001 - $50,000 |
| ADVANCED MICRO DEVICES INC UNSOLICITED |
AMD |
STOCK |
purchase
|
March 29, 2023 |
$15,001 - $50,000 |
| UPWORK INC |
UPWK |
STOCK |
purchase
|
March 29, 2023 |
$15,001 - $50,000 |
| Godaddy Inc Cl A Solicited Order Discretion Exercised |
GODE |
STOCK |
sale
|
March 27, 2023 |
$1,001 - $15,000 |
| Iqr & Co Inc Com Solicited Order Discretion Exercised |
|
STOCK |
sale
|
March 27, 2023 |
$1,001 - $15,000 |
| Tesla Inc Com Average Unit Price Transaction Your Broker Acted As Agent |
TSLA |
STOCK |
sale
|
March 27, 2023 |
Yes $100,001 - $250,000 |
| Berkshire Hathaway Inc Del Cl B New Solicited Order Discretion Exercised |
BRK.B |
STOCK |
sale
|
March 27, 2023 |
Yes $100,001 - $250,000 |
| Alphabet Inc Cl A Average Unit Price Transaction Your Broker Acted As Agent |
GOOGL |
STOCK |
sale
|
March 27, 2023 |
Yes $100,001 - $250,000 |
| Way Inc Cl A Solicited Order Discretion Exercised |
WAY |
STOCK |
sale
|
March 27, 2023 |
$1,001 - $15,000 |
| Block Inc Cl A Solicited Order Discretion Exercised |
SQ |
STOCK |
sale
|
March 27, 2023 |
$1,001 - $15,000 |
| CHEMED CORP NEW |
CHEM |
STOCK |
purchase
|
March 26, 2023 |
Yes $1,001 - $15,000 |
| ADVANCED MICRO DEVIC |
AMD |
STOCK |
purchase
|
March 26, 2023 |
$1,001 - $15,000 |
| KRAFT HEINZ CO |
K |
STOCK |
purchase
|
March 26, 2023 |
$1,001 - $15,000 |
| AMERICAN INTL GROUP INC |
AIG |
STOCK |
purchase
|
March 26, 2023 |
Yes $1,001 - $15,000 |
| REALTY INCOME CORP REIT |
O |
REAL ESTATE |
purchase
|
March 26, 2023 |
Yes $1,001 - $15,000 |
| PENSKE AUTOMOTIVE GROUP |
PAG |
STOCK |
purchase
|
March 26, 2023 |
Yes $1,001 - $15,000 |
| QUALCOMM INC |
QCOM |
STOCK |
purchase
|
March 26, 2023 |
Yes $1,001 - $15,000 |
| RYAN SPECIALTY HOLDINGS CLASS A |
RXH |
STOCK |
purchase
|
March 26, 2023 |
Yes $1,001 - $15,000 |
| SS&C TECHNOLOGIES HLDGS |
SSNC |
STOCK |
purchase
|
March 26, 2023 |
Yes $1,001 - $15,000 |
| HORMEL FOODS CORP |
HRL |
STOCK |
purchase
|
March 26, 2023 |
Yes $1,001 - $15,000 |
| SMURFIT WESTROCK PLC F |
SW |
STOCK |
purchase
|
March 26, 2023 |
Yes $1,001 - $15,000 |
| KENVUE INC |
KVUE |
STOCK |
purchase
|
March 26, 2023 |
Yes $1,001 - $15,000 |
| PPG INDS INC |
PPG |
STOCK |
purchase
|
March 26, 2023 |
Yes $1,001 - $15,000 |
| GENUINE PARTS CO |
GPC |
STOCK |
purchase
|
March 26, 2023 |
Yes $1,001 - $15,000 |
| BLOCK INC A CLASS A |
SQ |
STOCK |
purchase
|
March 26, 2023 |
Yes $1,001 - $15,000 |
| POOL CORP |
POOL |
STOCK |
purchase
|
March 26, 2023 |
Yes $1,001 - $15,000 |
| EQUITY RESIDENTIAL REIT |
|
REAL ESTATE |
purchase
|
March 26, 2023 |
Yes $1,001 - $15,000 |
| ALTRIA GROUP INC |
MO |
STOCK |
purchase
|
March 26, 2023 |
Yes $1,001 - $15,000 |
| DR HORTON INC |
DHI |
STOCK |
purchase
|
March 26, 2023 |
Yes $1,001 - $15,000 |
| SAP GLOBAL INC |
SAP |
STOCK |
purchase
|
March 26, 2023 |
$1,001 - $15,000 |
| COREWEAVE INC CLASS A |
|
PRIVATE EQUITY |
purchase
|
March 26, 2023 |
Yes $1,001 - $15,000 |
| REPUBLIC SVCS INC |
RSG |
STOCK |
purchase
|
March 26, 2023 |
Yes $1,001 - $15,000 |
| BOOKING HLDGS INC FORWARD SPLIT WITH STOCK SPLIT SHARES |
BKNG |
STOCK |
purchase
|
March 26, 2023 |
$1,001 - $15,000 |
| ACCENTURE PLC IRELAND F CLASS A |
ACN |
STOCK |
purchase
|
March 26, 2023 |
$1,001 - $15,000 |
| STRYKER CORP |
SYK |
STOCK |
purchase
|
March 26, 2023 |
$1,001 - $15,000 |
| GALLAGHER ARTHUR J & CO |
AJG |
STOCK |
purchase
|
March 26, 2023 |
$1,001 - $15,000 |
| BOSTON SCIENTIFIC CORP |
BSX |
STOCK |
purchase
|
March 26, 2023 |
$1,001 - $15,000 |
| CONSTELLATION ENERGY COR |
CEG |
STOCK |
purchase
|
March 26, 2023 |
$1,001 - $15,000 |
| SERVICENOW INC |
NOW |
STOCK |
purchase
|
March 26, 2023 |
$1,001 - $15,000 |
| ZSCALER INC |
ZS |
STOCK |
purchase
|
March 26, 2023 |
Yes $1,001 - $15,000 |
| VERALTO CORP |
VLTO |
STOCK |
purchase
|
March 26, 2023 |
Yes $1,001 - $15,000 |
| FNF GROUP CLASS A |
FNF |
STOCK |
purchase
|
March 26, 2023 |
Yes $1,001 - $15,000 |
| BLOOM ENERGY CORP CLASS A |
BE |
STOCK |
purchase
|
March 26, 2023 |
Yes $1,001 - $15,000 |
| UNITED PARCEL SVC INC CLASS B |
UPS |
STOCK |
purchase
|
March 26, 2023 |
Yes $1,001 - $15,000 |
| LUMENTUM HLOGS INC |
LITE |
STOCK |
purchase
|
March 26, 2023 |
Yes $1,001 - $15,000 |
| EQUITABLE HLDGS INC |
EQH |
STOCK |
purchase
|
March 26, 2023 |
Yes $1,001 - $15,000 |
| STRATEGY INC CLASS A |
|
STOCK |
purchase
|
March 26, 2023 |
$1,001 - $15,000 |
| APTAGRANSGROUP INC |
|
STOCK |
purchase
|
March 26, 2023 |
Yes $1,001 - $15,000 |
| ALPHABET INC CL A UNSOLICITED |
GOOGL |
STOCK |
purchase
|
March 25, 2023 |
$100,001 - $250,000 |
| IQVIA HLDGS INC UNSOLICITED |
IQV |
STOCK |
purchase
|
March 23, 2023 |
$15,001 - $50,000 |
| FIDELITY NATL ARTHURATION SVCS UNSOLICITED |
|
CASH |
purchase
|
March 23, 2023 |
$15,001 - $50,000 |
| ENTEGRINCS INC |
EGRN |
STOCK |
purchase
|
March 23, 2023 |
$1,001 - $15,000 |
| TE CONNECTIVITY PLC F |
TEL |
STOCK |
purchase
|
March 23, 2023 |
$1,001 - $15,000 |
| ITT INC |
ITT |
STOCK |
purchase
|
March 23, 2023 |
$1,001 - $15,000 |
| GALLAGHER ARTHUR J CO UNSOLICITED |
AJG |
STOCK |
purchase
|
March 23, 2023 |
$15,001 - $50,000 |
| XYLEM INC UNSOLICITED |
XYL |
STOCK |
purchase
|
March 23, 2023 |
$15,001 - $50,000 |
| AUTOZONE INC |
AZO |
STOCK |
purchase
|
March 23, 2023 |
$1,001 - $15,000 |
| PEPSICO INC UNSOLICITED |
PEP |
STOCK |
purchase
|
March 23, 2023 |
$15,001 - $50,000 |
| RAYMOND JAMES FIN, INC |
RJF |
STOCK |
purchase
|
March 23, 2023 |
$1,001 - $15,000 |
| PEPSICO INC |
PEP |
STOCK |
purchase
|
March 23, 2023 |
$1,001 - $15,000 |
| GILEAD SCIENCES INC |
GILD |
STOCK |
purchase
|
March 23, 2023 |
$1,001 - $15,000 |
| GILEAD SCIENCES INC UNSOLICITED |
GILD |
STOCK |
purchase
|
March 23, 2023 |
$15,001 - $50,000 |
| TAMBORE US INC COM UNSOLICITED |
|
STOCK |
purchase
|
March 23, 2023 |
$15,001 - $50,000 |
| GUIDEWIRE SOFTWARE INC |
GWRE |
STOCK |
purchase
|
March 23, 2023 |
$1,001 - $15,000 |
| COUPANG INC CLASS A |
CPNG |
STOCK |
purchase
|
March 23, 2023 |
$1,001 - $15,000 |
| DIAMONDBACK ENERGY INC |
FANG |
STOCK |
purchase
|
March 23, 2023 |
$1,001 - $15,000 |
| TRAVELERS COS INC |
TRV |
STOCK |
purchase
|
March 23, 2023 |
$1,001 - $15,000 |
| PROGRESSIVE CORP OH |
PGR |
STOCK |
purchase
|
March 23, 2023 |
$1,001 - $15,000 |
| CHUBB LTD F |
CB |
STOCK |
purchase
|
March 23, 2023 |
$1,001 - $15,000 |
| BERKSHIRE HATHAWAY INC NEW CL B UNSOLICITED |
BRK.B |
STOCK |
purchase
|
March 23, 2023 |
$15,001 - $50,000 |
| LUMENE TECHNOLOGIES INC |
|
STOCK |
purchase
|
March 23, 2023 |
$1,001 - $15,000 |
| COSTCO WHOLESALE CORP UNSOLICITED |
COST |
STOCK |
purchase
|
March 23, 2023 |
$15,001 - $50,000 |
| STRYKER CORP COM UNSOLICITED |
SYK |
STOCK |
purchase
|
March 23, 2023 |
$15,001 - $50,000 |
| CDW CORP |
CDW |
STOCK |
purchase
|
March 23, 2023 |
$1,001 - $15,000 |
| FEDEX CORP |
FDX |
STOCK |
purchase
|
March 23, 2023 |
$1,001 - $15,000 |
| VALERO ENERGY CORP NEW UNSOLICITED |
VLO |
STOCK |
purchase
|
March 23, 2023 |
$15,001 - $50,000 |
| OCCIDENTAL PETROLEUM CRP UNSOLICITED |
OXY |
STOCK |
purchase
|
March 23, 2023 |
$15,001 - $50,000 |
| EVEREST REINSURANCE GR F |
RE |
STOCK |
purchase
|
March 23, 2023 |
$1,001 - $15,000 |
| MONOLITHIC PWR SYS INC |
|
PRIVATE EQUITY |
purchase
|
March 23, 2023 |
$1,001 - $15,000 |
| BANK NEW YORK MELLON COR |
BK |
STOCK |
purchase
|
March 23, 2023 |
$1,001 - $15,000 |
| TEXAS INSTRS INC |
TXN |
STOCK |
purchase
|
March 23, 2023 |
$1,001 - $15,000 |
| DATRINTNER INC |
|
PRIVATE EQUITY |
purchase
|
March 23, 2023 |
$1,001 - $15,000 |
| AMERIPRISE FINANCIAL INC UNSOLICITED |
AMP |
STOCK |
purchase
|
March 23, 2023 |
$15,001 - $50,000 |
| PHILLIPS 66 UNSOLICITED |
PSX |
STOCK |
purchase
|
March 23, 2023 |
$15,001 - $50,000 |
| dynatrace inc |
DT |
STOCK |
purchase
|
March 23, 2023 |
$1,001 - $15,000 |
| LAM RESEARCH CORP UNSOLICITED |
LRCX |
STOCK |
purchase
|
March 23, 2023 |
$50,001 - $100,000 |
| ESSEX PPRTY TR INC REIT |
ESS |
REAL ESTATE |
purchase
|
March 23, 2023 |
$1,001 - $15,000 |
| UNITEDHEALTH GROUP INC |
UNH |
STOCK |
purchase
|
March 23, 2023 |
$1,001 - $15,000 |
| PHILIP MORRIS INTL INC |
PM |
STOCK |
purchase
|
March 23, 2023 |
$1,001 - $15,000 |
| VISA INC CLASS A |
V |
STOCK |
purchase
|
March 23, 2023 |
$1,001 - $15,000 |
| US BANCORP DEL (NEW) UNSOLICITED |
USB |
STOCK |
purchase
|
March 23, 2023 |
$15,001 - $50,000 |
| WELLTOWER INC REIT UNSOLICITED |
AWK |
REAL ESTATE |
purchase
|
March 23, 2023 |
$15,001 - $50,000 |
| NETFLIX INC |
NFLX |
STOCK |
purchase
|
March 23, 2023 |
$1,001 - $15,000 |
| VITAL FARMS INC |
VITL |
STOCK |
purchase
|
March 23, 2023 |
$1,001 - $15,000 |
| MICRON TECHNOLOGY INC |
MU |
STOCK |
purchase
|
March 23, 2023 |
$1,001 - $15,000 |
| TARGA RESOURCES CORP UNSOLICITED |
TGA |
STOCK |
purchase
|
March 23, 2023 |
$15,001 - $50,000 |
| LSHARRIS TECHNOLOGIES IN |
LHX |
STOCK |
purchase
|
March 23, 2023 |
$1,001 - $15,000 |
| MARVELL TECHNOLOGY INC |
MRVL |
STOCK |
purchase
|
March 23, 2023 |
$1,001 - $15,000 |
| GRAINGER W W INC |
GWW |
STOCK |
purchase
|
March 23, 2023 |
$1,001 - $15,000 |
| AMEREN CORP UNSOLICITED |
AEP |
STOCK |
purchase
|
March 23, 2023 |
$15,001 - $50,000 |
| ELI LILLY AND CO |
LLY |
STOCK |
purchase
|
March 23, 2023 |
Yes $1,001 - $15,000 |
| NVENT ELEC PLC F |
NVT |
STOCK |
purchase
|
March 23, 2023 |
$1,001 - $15,000 |
| JPMORGAN CHASE & CO |
JPM |
STOCK |
purchase
|
March 23, 2023 |
Yes $1,001 - $15,000 |
| META PLATFORME INC CLASS A |
META |
STOCK |
purchase
|
March 23, 2023 |
Yes $1,001 - $15,000 |
| MOEXICO CORP |
|
nan |
purchase
|
March 23, 2023 |
$1,001 - $15,000 |
| EXXON MOBIL CORP |
XOM |
STOCK |
purchase
|
March 23, 2023 |
Yes $1,001 - $15,000 |
| ALPHABET INC CL A UNSOLICITED |
GOOGL |
STOCK |
purchase
|
March 23, 2023 |
$250,001 - $500,000 |
| COPTERRA ENERGY INC |
COP |
STOCK |
purchase
|
March 23, 2023 |
$1,001 - $15,000 |
| ALLSTATE CORP UNSOLICITED |
ALL |
STOCK |
purchase
|
March 23, 2023 |
$15,001 - $50,000 |
| FEDEX CORP UNSOLICITED |
FDX |
STOCK |
purchase
|
March 23, 2023 |
$15,001 - $50,000 |
| ZIMMER BIOMET HLDGS INC |
ZBH |
STOCK |
purchase
|
March 23, 2023 |
$1,001 - $15,000 |
| DIAMONDBACK ENERGY INC UNSOLICITED |
FANG |
STOCK |
purchase
|
March 23, 2023 |
$15,001 - $50,000 |
| KEYSIGHT TECHNOLOGIES IN |
KEYS |
STOCK |
purchase
|
March 23, 2023 |
$1,001 - $15,000 |
| IDEXX LABS UNSOLICITED |
IDXX |
STOCK |
purchase
|
March 23, 2023 |
$15,001 - $50,000 |
| VENTAS INC UNSOLICITED |
VTR |
STOCK |
purchase
|
March 23, 2023 |
$15,001 - $50,000 |
| VERIZON COMMUNICATIONS I |
VZ |
STOCK |
purchase
|
March 23, 2023 |
$1,001 - $15,000 |
| REGIONS FINL CORP NEW |
RF |
STOCK |
purchase
|
March 23, 2023 |
$1,001 - $15,000 |
| TALEN ENERGY CORP NEW CLASS EQUITY |
TLNE |
STOCK |
purchase
|
March 23, 2023 |
$1,001 - $15,000 |
| AGILENT TECHNOLOGIES INC UNSOLICITED |
A |
STOCK |
purchase
|
March 23, 2023 |
$15,001 - $50,000 |
| EXXON MOBIL CORP UNSOLICITED |
XOM |
STOCK |
purchase
|
March 23, 2023 |
$15,001 - $50,000 |
| DISNEY WALT CO |
DIS |
STOCK |
purchase
|
March 23, 2023 |
$1,001 - $15,000 |
| SCHWAB CHARLES CORP NEW UNSOLICITED |
SCHW |
STOCK |
purchase
|
March 23, 2023 |
$15,001 - $50,000 |
| MOTOROLA SOLUTIONS INC UNSOLICITED |
MSI |
STOCK |
purchase
|
March 23, 2023 |
$15,001 - $50,000 |
| EQUINIX INC REIT UNSOLICITED |
EQIX |
REAL ESTATE |
purchase
|
March 23, 2023 |
$15,001 - $50,000 |
| NETFLIX INC |
NFLX |
STOCK |
purchase
|
March 20, 2023 |
Yes $1,001 - $15,000 |
| BOSTON SCIENTIFIC CORP |
BSX |
STOCK |
sale
|
March 20, 2023 |
$1,001 - $15,000 |
| ELLINGTON FIN, INC REIT |
ELL |
REAL ESTATE |
sale
|
March 20, 2023 |
$1,001 - $15,000 |
| ADOBE INC |
ADBE |
STOCK |
sale
|
March 20, 2023 |
$1,001 - $15,000 |
| UNITEDHEALTH GROUP INC |
UNH |
STOCK |
sale
|
March 20, 2023 |
$1,001 - $15,000 |
| PALO ALTO NETWORKS INC |
PANW |
STOCK |
sale
|
March 20, 2023 |
$1,001 - $15,000 |
| HEICO CORP NEW |
HEI |
STOCK |
purchase
|
March 20, 2023 |
$1,001 - $15,000 |
| PDERV INC |
|
PRIVATE EQUITY |
purchase
|
March 20, 2023 |
$1,001 - $15,000 |
| SALESFORCE INC |
CRM |
STOCK |
purchase
|
March 20, 2023 |
Yes $1,001 - $15,000 |
| BRUNKER INTL INC |
BKI |
STOCK |
sale
|
March 20, 2023 |
Yes $100,001 - $250,000 |
| Kroger CO INC |
KR |
STOCK |
purchase
|
March 20, 2023 |
$1,001 - $15,000 |
| VULCAN MATLS CO |
VCN |
STOCK |
purchase
|
March 20, 2023 |
$1,001 - $15,000 |
| VICI PPRTYS INC REIT |
VICI |
REAL ESTATE |
purchase
|
March 20, 2023 |
$1,001 - $15,000 |
| DELL TECHNOLOGIES INC CL C UNSOLICITED |
DELL |
STOCK |
purchase
|
March 20, 2023 |
$15,001 - $50,000 |
| SEAGATE TECHNOLOGY HLDGS UNSOLICITED |
STX |
STOCK |
purchase
|
March 20, 2023 |
$15,001 - $50,000 |
| AUTODESK INC |
ADSK |
STOCK |
purchase
|
March 19, 2023 |
$1,001 - $15,000 |
| MICROSOFT CORP |
MSFT |
STOCK |
purchase
|
March 19, 2023 |
Yes $1,001 - $15,000 |
| RPM INTL INC |
RPM |
STOCK |
sale
|
March 19, 2023 |
$1,001 - $15,000 |
| CHIPOTLE MEXICAN GRILL I |
CMG |
STOCK |
purchase
|
March 18, 2023 |
$15,001 - $50,000 |
| TRANSDIGM GROUP INC |
TDG |
STOCK |
sale
|
March 18, 2023 |
Yes $100,001 - $250,000 |
| PAYCHECK INC |
PAYC |
STOCK |
sale
|
March 18, 2023 |
Yes $100,001 - $250,000 |
| MICROSOFT CORP |
MSFT |
STOCK |
purchase
|
March 18, 2023 |
$250,001 - $500,000 |
| NIKE INC CLASS B |
NKE |
STOCK |
sale
|
March 18, 2023 |
Yes $100,001 - $250,000 |
| DANAHER CORP |
DHR |
STOCK |
sale
|
March 18, 2023 |
Yes $100,001 - $250,000 |
| SHERWIN-WILLIAMS CO |
SHW |
STOCK |
sale
|
March 18, 2023 |
Yes $100,001 - $250,000 |
| INTUIT |
INTU |
STOCK |
sale
|
March 18, 2023 |
Yes $100,001 - $250,000 |
| TOAST INC CLASS A |
TOST |
STOCK |
purchase
|
March 18, 2023 |
$50,001 - $100,000 |
| STRYKER CORP |
SYK |
STOCK |
sale
|
March 18, 2023 |
Yes $100,001 - $250,000 |
| DOMINOS PIZZA INC |
DPZ |
STOCK |
purchase
|
March 17, 2023 |
$250,001 - $500,000 |
| NATERA INC |
NTRA |
STOCK |
sale
|
March 17, 2023 |
$1,001 - $15,000 |
| TUM BRANDS INC |
TUM |
STOCK |
purchase
|
March 17, 2023 |
$1,001 - $15,000 |
| ONEOK INC NEW |
OKE |
STOCK |
purchase
|
March 17, 2023 |
$1,001 - $15,000 |
| KKR & CO INC |
KKR |
STOCK |
purchase
|
March 17, 2023 |
$1,001 - $15,000 |
| T ROWE PRICE GROUP INC |
TROW |
STOCK |
purchase
|
March 17, 2023 |
$1,001 - $15,000 |
| MSCI INC |
MSCI |
STOCK |
purchase
|
March 17, 2023 |
$1,001 - $15,000 |
| EQUIFAX INC COM |
EFX |
STOCK |
purchase
|
March 17, 2023 |
$250,001 - $500,000 |
| BOEING CO |
BA |
STOCK |
purchase
|
March 17, 2023 |
$1,001 - $15,000 |
| WELLS FARGO & CO |
WFC |
STOCK |
purchase
|
March 17, 2023 |
$1,001 - $15,000 |
| SOUTHERN CO COM |
SO |
STOCK |
purchase
|
March 17, 2023 |
$250,001 - $500,000 |
| ECOLAB INC |
ECL |
STOCK |
purchase
|
March 17, 2023 |
$250,001 - $500,000 |
| METLIFE INC |
MET |
STOCK |
purchase
|
March 17, 2023 |
$1,001 - $15,000 |
| ADVANCED MICRO DEVICE |
AMD |
STOCK |
purchase
|
March 17, 2023 |
$1,001 - $15,000 |
| LENNOX INTL INC |
LII |
STOCK |
purchase
|
March 17, 2023 |
$500,001 - $1,000,000 |
| STRYKER CORP COM |
SYK |
STOCK |
purchase
|
March 17, 2023 |
$500,001 - $1,000,000 |
| DIGITAL RLTY TR INC |
DLR |
REAL ESTATE |
purchase
|
March 17, 2023 |
$500,001 - $1,000,000 |
| PUBLIC SVC ENTERPRISE GROUP INC |
PSE |
STOCK |
purchase
|
March 17, 2023 |
$100,001 - $250,000 |
| PFIZER INC |
PFE |
STOCK |
purchase
|
March 17, 2023 |
$1,001 - $15,000 |
| VERTEX PHARMACEUTICALS I |
VRTX |
STOCK |
purchase
|
March 17, 2023 |
$1,001 - $15,000 |
| EATON CORP PLC F |
ETN |
STOCK |
purchase
|
March 17, 2023 |
$1,001 - $15,000 |
| COMBASE GLOBAL INC |
COIN |
STOCK |
purchase
|
March 17, 2023 |
$15,001 - $50,000 |
| CIENA CORP |
CIEN |
STOCK |
purchase
|
March 17, 2023 |
$100,001 - $250,000 |
| EOG RES INC |
EOG |
STOCK |
purchase
|
March 17, 2023 |
$1,001 - $15,000 |
| ARES CAPITAL CORP |
ARCC |
STOCK |
purchase
|
March 17, 2023 |
$50,001 - $100,000 |
| MONGODB INC CLASS A |
MDB |
STOCK |
sale
|
March 17, 2023 |
$1,001 - $15,000 |
| ELI LILLY AND CO |
LLY |
STOCK |
purchase
|
March 17, 2023 |
Yes $1,001 - $15,000 |
| ACCENTURE PLC IRELAND F CLASS A |
ACN |
STOCK |
purchase
|
March 17, 2023 |
Yes $1,001 - $15,000 |
| BOSTON SCIENTIFIC CORP |
BSX |
STOCK |
purchase
|
March 17, 2023 |
$1,001 - $15,000 |
| UNITEDHEALTH GROUP INC |
UNH |
STOCK |
purchase
|
March 17, 2023 |
Yes $1,001 - $15,000 |
| PALANTIR TECHNOLOGIES INC CLASS A |
PLTR |
STOCK |
purchase
|
March 17, 2023 |
Yes $1,001 - $15,000 |
| CASEYS GENL STORES INC |
CASY |
STOCK |
purchase
|
March 17, 2023 |
Yes $1,001 - $15,000 |
| IDVIA HLDGS INC COM |
IDVA |
STOCK |
sale
|
March 17, 2023 |
Yes $100,001 - $250,000 |
| INTL PAPER COMPANY |
IP |
STOCK |
purchase
|
March 17, 2023 |
$1,001 - $15,000 |
| OMNICOM GROUP INC |
OMC |
STOCK |
purchase
|
March 17, 2023 |
$1,001 - $15,000 |
| LOWES COS INC |
LOW |
STOCK |
purchase
|
March 17, 2023 |
$1,001 - $15,000 |
| VISA INC CLASS A |
V |
STOCK |
purchase
|
March 17, 2023 |
$1,001 - $15,000 |
| STRYKER CORP |
SYK |
STOCK |
purchase
|
March 17, 2023 |
$1,001 - $15,000 |
| WATERS CORP |
WTRG |
STOCK |
sale
|
March 17, 2023 |
Yes $100,001 - $250,000 |
| SIXTH STREET SPECIALTY LENDING INC |
XLGC |
STOCK |
purchase
|
March 17, 2023 |
$50,001 - $100,000 |
| BLUE OWL CAPITAL INC CL A |
OBDC |
STOCK |
purchase
|
March 17, 2023 |
$50,001 - $100,000 |
| BOPREM TECHNOLOGIES, INC |
|
STOCK |
purchase
|
March 17, 2023 |
$500,001 - $1,000,000 |
| FIDELITY NATL INFORMATION |
FNINX |
FUND |
purchase
|
March 17, 2023 |
$1,001 - $15,000 |
| BLACKSTONE SECURED LENDING FUND |
BXSL |
FUND |
purchase
|
March 17, 2023 |
$50,001 - $100,000 |
| KIMBERLY-CLARK CORP COM |
KMB |
STOCK |
purchase
|
March 17, 2023 |
$250,001 - $500,000 |
| PROCTER & GAMBLE CO |
PG |
STOCK |
purchase
|
March 17, 2023 |
$1,001 - $15,000 |
| UBER TECHNOLOGIES INC |
UBER |
STOCK |
purchase
|
March 17, 2023 |
$1,001 - $15,000 |
| ILLINOIS TOOL WORKS INC |
ITW |
STOCK |
purchase
|
March 17, 2023 |
$1,001 - $15,000 |
| KLA CORP |
KLAC |
STOCK |
purchase
|
March 17, 2023 |
$1,001 - $15,000 |
| AMPHENOL CORP NEW CLASS A |
APH |
STOCK |
purchase
|
March 17, 2023 |
$1,001 - $15,000 |
| CSX CORP |
CSX |
STOCK |
purchase
|
March 17, 2023 |
$1,001 - $15,000 |
| NORWEGIAN CRUISE 1 COM USD0.001 |
NCLH |
STOCK |
sale
|
March 17, 2023 |
Yes $100,001 - $250,000 |
| FORTINET INC |
FTNT |
STOCK |
purchase
|
March 17, 2023 |
$500,001 - $1,000,000 |
| BERKSHIRE HATHAWAY CLASS B |
BRK.B |
STOCK |
purchase
|
March 17, 2023 |
Yes $1,001 - $15,000 |
| MSD US INC |
MRK |
STOCK |
purchase
|
March 17, 2023 |
$1,001 - $15,000 |
| KAYNE ANDERSON BOC INC |
KASN |
FUND |
purchase
|
March 17, 2023 |
$50,001 - $100,000 |
| ANALOG DEVICES INC |
ADI |
STOCK |
purchase
|
March 17, 2023 |
$1,001 - $15,000 |
| AMERICAN EXPRESS CO |
AXP |
STOCK |
purchase
|
March 17, 2023 |
$1,001 - $15,000 |
| GALLAGHER ARTHUR J & CO |
AJG |
STOCK |
purchase
|
March 17, 2023 |
$1,001 - $15,000 |
| NETAPP INC |
NTAP |
STOCK |
sale
|
March 17, 2023 |
Yes $100,001 - $250,000 |
| Interactive Brokers Group Inc Class |
IBKR |
STOCK |
sale
|
March 17, 2023 |
Yes $100,001 - $250,000 |
| REGIONS FINL CORP NEW |
RF |
STOCK |
sale
|
March 17, 2023 |
Yes $100,001 - $250,000 |
| MC CORMICK & CO INC NON VOTING |
MKC |
STOCK |
purchase
|
March 17, 2023 |
$1,001 - $15,000 |
| GLOBAL PMTS INC |
|
PRIVATE EQUITY |
purchase
|
March 17, 2023 |
$1,001 - $15,000 |
| BOOKING HOLDINGS INC FORWARD SPLIT WITH STOCK SPLIT SHARES |
BKNG |
STOCK |
purchase
|
March 17, 2023 |
$1,001 - $15,000 |
| QUALCOMM INC |
QCOM |
STOCK |
purchase
|
March 17, 2023 |
$1,001 - $15,000 |
| BRISTOL MYERS SQUIBB CO |
BMY |
STOCK |
purchase
|
March 17, 2023 |
$1,001 - $15,000 |
| GOLUB CAPITAL BOC INC |
|
FIXED INCOME |
purchase
|
March 17, 2023 |
$50,001 - $100,000 |
| HONEYWELL INTL INC |
HON |
STOCK |
purchase
|
March 17, 2023 |
$250,001 - $500,000 |
| EDT CORP |
|
PRIVATE EQUITY |
purchase
|
March 17, 2023 |
$1,001 - $15,000 |
| CITIGROUP INC |
C |
STOCK |
purchase
|
March 17, 2023 |
$1,001 - $15,000 |
| HUBSPOT INC |
HUBS |
STOCK |
sale
|
March 17, 2023 |
$1,001 - $15,000 |
| CITIGROUP INC |
C |
STOCK |
purchase
|
March 17, 2023 |
Yes $1,001 - $15,000 |
| eBay INC |
EBAY |
STOCK |
purchase
|
March 17, 2023 |
$250,001 - $500,000 |
| JPMORGAN CHASE & CO |
JPM |
STOCK |
purchase
|
March 17, 2023 |
Yes $1,001 - $15,000 |
| QUANTA SVCS INC |
PWR |
STOCK |
purchase
|
March 17, 2023 |
$1,001 - $15,000 |
| ROKU INC CO |
ROKU |
STOCK |
purchase
|
March 15, 2023 |
Yes $1,001 - $15,000 |
| NETFLIX INC UNSOLICITED |
NFLX |
STOCK |
purchase
|
March 12, 2023 |
$50,001 - $100,000 |
| BROWN & BROWN INC |
BRO |
STOCK |
purchase
|
March 12, 2023 |
$1,001 - $15,000 |
| APPLIED MATERIALS INC UNSOLICITED |
AMAT |
STOCK |
purchase
|
March 12, 2023 |
$50,001 - $100,000 |
| DOCULIGN INC |
|
nan |
purchase
|
March 12, 2023 |
$1,001 - $15,000 |
| GLOBAL PYMTS INC |
GPN |
STOCK |
sale
|
March 12, 2023 |
$1,001 - $15,000 |
| EQUIFAX INC |
EFX |
STOCK |
sale
|
March 12, 2023 |
$1,001 - $15,000 |
| MONOLITHIC POWER SYSTEMS INC UNSOLICITED |
MPWR |
STOCK |
purchase
|
March 11, 2023 |
$50,001 - $100,000 |
| ADVANCED MICRO DEVICES INC UNSOLICITED |
AMD |
STOCK |
purchase
|
March 11, 2023 |
$50,001 - $100,000 |
| CARRIER GLOBAL CORPORATION COM |
CARR |
STOCK |
purchase
|
March 10, 2023 |
$250,001 - $500,000 |
| ISHARES INTERNATIONAL TREASURY BOND ETF |
IGOV |
ETF |
purchase
|
March 10, 2023 |
$250,001 - $500,000 |
| ISHARES U.S. TREASURY BOND ETF |
GOVT |
ETF |
purchase
|
March 10, 2023 |
$250,001 - $500,000 |
| ISHARES GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF |
D GCD |
ETF |
purchase
|
March 10, 2023 |
$250,001 - $500,000 |
| VANGUARD FTSE EUROPE ETF |
VGK |
ETF |
purchase
|
March 10, 2023 |
$250,001 - $500,000 |
| VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUN |
VCIT |
FUND |
purchase
|
March 10, 2023 |
$15,001 - $50,000 |
| STATE STREET SPDR S&P 500 ETF TRUST |
SPY |
ETF |
purchase
|
March 10, 2023 |
$250,001 - $500,000 |
| ULTA BEAUTY, INC |
ULTA |
STOCK |
purchase
|
March 10, 2023 |
$100,001 - $250,000 |
| INVITATION HOMES INC |
INVH |
STOCK |
sale
|
March 6, 2023 |
$1,001 - $15,000 |
| Alphabet Inc Cl A With Due Bills Solicited Order Discretion Exercised |
GOOGL |
STOCK |
sale
|
March 6, 2023 |
Yes $100,001 - $250,000 |
| APPLOVIN CORP CLASS A |
APP |
STOCK |
sale
|
March 6, 2023 |
$1,001 - $15,000 |
| EVEREST REINSURANCE GR F |
RE |
STOCK |
sale
|
March 6, 2023 |
$1,001 - $15,000 |
| ROCKET COMPANIES CL A CLASS A |
RKT |
STOCK |
sale
|
March 6, 2023 |
$1,001 - $15,000 |
| INTUIT |
INTU |
STOCK |
sale
|
March 6, 2023 |
$1,001 - $15,000 |
| Broadcom Inc Com Solicited Order Discretion Exercised |
AVGO |
STOCK |
sale
|
March 6, 2023 |
Yes $100,001 - $250,000 |
| ISHARES GOLD TRUST |
IAU |
ETF |
purchase
|
March 5, 2023 |
$500,001 - $1,000,000 |
| STRT FINCL SLCT SECTOR SPDR ETF |
XLF |
ETF |
purchase
|
March 4, 2023 |
$100,001 - $250,000 |
| STATE STREET SPDR S&P 500 TRUST ETF |
SPY |
ETF |
purchase
|
March 4, 2023 |
$250,001 - $500,000 |
| METLIFE INC |
MET |
STOCK |
sale
|
March 4, 2023 |
$1,001 - $15,000 |
| ISHARES INTERNATIONAL TRSRY BND ETF |
IDOL |
ETF |
purchase
|
March 4, 2023 |
$500,001 - $1,000,000 |
| BEST BUY COMPANY INC |
BBY |
STOCK |
purchase
|
March 4, 2023 |
$1,001 - $15,000 |
| VANGUARD FTSE EUROPE ETF |
VGK |
ETF |
purchase
|
March 4, 2023 |
$250,001 - $500,000 |
| SERVISFIRST BANKSCHARES I |
SFBS |
FUND |
purchase
|
March 4, 2023 |
$15,001 - $50,000 |
| STE CITY STWN COM 8 SLCT SCTR SPDR ETF |
XLJ |
ETF |
purchase
|
March 4, 2023 |
$250,001 - $500,000 |
| COREBRIDGE FINANCIAL INC |
CRBG |
STOCK |
purchase
|
March 4, 2023 |
$1,001 - $15,000 |
| VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF SHARES |
VIG |
ETF |
purchase
|
March 4, 2023 |
$100,001 - $250,000 |
| ARCOSA INC |
ACS |
STOCK |
purchase
|
March 4, 2023 |
$50,001 - $100,000 |
| INVESCO QQQ TR |
QQQ |
ETF |
purchase
|
March 4, 2023 |
$100,001 - $250,000 |
| BALCHEM CORP |
BCX |
STOCK |
purchase
|
March 4, 2023 |
$50,001 - $100,000 |
| MGE ENERGY INC |
MG |
STOCK |
purchase
|
March 4, 2023 |
$15,001 - $50,000 |
| AMR INC UNSOLICITED |
|
PRIVATE EQUITY |
purchase
|
March 4, 2023 |
$50,001 - $100,000 |
| RSA CORP |
|
PRIVATE EQUITY |
purchase
|
March 3, 2023 |
$1,001 - $15,000 |
| AMERICAN WTR WKS CO INC |
AWK |
STOCK |
sale
|
March 3, 2023 |
$1,001 - $15,000 |
| LAM RESEARCH CORP |
LRCX |
STOCK |
purchase
|
March 3, 2023 |
$1,001 - $15,000 |
| META PLATFORMS INC CL A UNSOLICITED |
META |
STOCK |
purchase
|
March 2, 2023 |
$250,001 - $500,000 |
| NETAPP INC UNSOLICITED |
NTAP |
STOCK |
purchase
|
March 2, 2023 |
$15,001 - $50,000 |
| MICROSOFT CORP UNSOLICITED |
MSFT |
STOCK |
purchase
|
March 2, 2023 |
$100,001 - $250,000 |
| DIGITAL REALTY TRUST REIT UNSOLICITED REIT |
DLR |
REAL ESTATE |
purchase
|
March 2, 2023 |
$15,001 - $50,000 |
| TG THERAPEUTICS INC |
TGTX |
STOCK |
purchase
|
Feb. 26, 2023 |
$50,001 - $100,000 |
| CINCINNATI FINL CORP |
CINF |
STOCK |
sale
|
Feb. 24, 2023 |
Yes $100,001 - $250,000 |
| WALMART INC |
WMT |
STOCK |
sale
|
Feb. 23, 2023 |
Yes $100,001 - $250,000 |
| GEN DIGITAL INC |
GNRL |
STOCK |
purchase
|
Feb. 23, 2023 |
$1,001 - $15,000 |
| BOOKING HOLDINGS INC |
BKNG |
STOCK |
purchase
|
Feb. 23, 2023 |
$100,001 - $250,000 |
| BOOKING HLOGS INC |
|
nan |
sale
|
Feb. 23, 2023 |
$1,001 - $15,000 |
| SNOWFLAKE INC CLASS A |
SNOW |
STOCK |
purchase
|
Feb. 23, 2023 |
$1,001 - $15,000 |
| SALESFORCE INC |
CRM |
STOCK |
sale
|
Feb. 23, 2023 |
$1,001 - $15,000 |
| COMCAST GLOBAL INC CLASS A |
CMCSA |
STOCK |
purchase
|
Feb. 23, 2023 |
$1,001 - $15,000 |
| ROPER TECHNOLOGIES INC |
ROP |
STOCK |
sale
|
Feb. 23, 2023 |
$1,001 - $15,000 |
| DISNEY WALT CO |
DIS |
STOCK |
sale
|
Feb. 23, 2023 |
$1,001 - $15,000 |
| TRANSUNION |
TRU |
STOCK |
purchase
|
Feb. 23, 2023 |
$1,001 - $15,000 |
| SNAP INC CLASS A |
SNAP |
STOCK |
sale
|
Feb. 23, 2023 |
$1,001 - $15,000 |
| VERIZON COMMUNICATIONS I |
VZ |
STOCK |
purchase
|
Feb. 23, 2023 |
$1,001 - $15,000 |
| TOAST INC CLASS A |
TOST |
STOCK |
purchase
|
Feb. 23, 2023 |
$1,001 - $15,000 |
| KOPLOWITZ HLDGS INC |
|
PRIVATE EQUITY |
purchase
|
Feb. 23, 2023 |
Yes $1,001 - $15,000 |
| FLUTTER ENTMT PLC F |
FLUTT |
STOCK |
purchase
|
Feb. 23, 2023 |
$1,001 - $15,000 |
| INTERCONTINENTAL EXCHANGE |
ICE |
STOCK |
purchase
|
Feb. 23, 2023 |
$1,001 - $15,000 |
| ZILLOW GROUP INC CLASS C |
ZG |
STOCK |
purchase
|
Feb. 23, 2023 |
$1,001 - $15,000 |
| BOOKING HOLDINGS INC |
BKNG |
STOCK |
purchase
|
Feb. 19, 2023 |
$1,001 - $15,000 |
| AMAZON COM INC |
AMZN |
STOCK |
purchase
|
Feb. 19, 2023 |
$1,001 - $15,000 |
| DEXCOM INC |
DXCM |
STOCK |
purchase
|
Feb. 19, 2023 |
$1,001 - $15,000 |
| WARNER MUSIC GROUP CORP CL A |
WMG |
STOCK |
sale
|
Feb. 19, 2023 |
$1,001 - $15,000 |
| PALANTIR TECHNOLOGIES INC CL A |
PLTR |
STOCK |
sale
|
Feb. 19, 2023 |
$1,001 - $15,000 |
| ASTERA LABS INC |
ALAB |
STOCK |
sale
|
Feb. 19, 2023 |
$1,001 - $15,000 |
| VERSION INC |
|
PRIVATE EQUITY |
sale
|
Feb. 19, 2023 |
$1,001 - $15,000 |
| CROWDSTRIKE HOLDINGS INC CL A |
CRWD |
STOCK |
purchase
|
Feb. 19, 2023 |
$1,001 - $15,000 |
| META PLATFORMS INC CL A |
META |
STOCK |
purchase
|
Feb. 19, 2023 |
$1,001 - $15,000 |
| ICON PLC |
ICLR |
STOCK |
sale
|
Feb. 19, 2023 |
$1,001 - $15,000 |
| ON SEMICONDUCTOR CORP |
ON |
STOCK |
purchase
|
Feb. 19, 2023 |
$1,001 - $15,000 |
| KYNDRYL HLDGS INC |
KD |
STOCK |
purchase
|
Feb. 13, 2023 |
$15,001 - $50,000 |
| META PLATFORMS INC CLASS A |
META |
STOCK |
purchase
|
Feb. 13, 2023 |
$250,001 - $500,000 |
| COMMERCE BANSHARES INC |
CWB |
STOCK |
sale
|
Feb. 13, 2023 |
$1,001 - $15,000 |
| REDDIT INC CLASS A |
RDDT |
STOCK |
sale
|
Feb. 13, 2023 |
$1,001 - $15,000 |
| GUIDEWIRE SOFTWARE INC |
GWRE |
STOCK |
sale
|
Feb. 12, 2023 |
$1,001 - $15,000 |
| SERVICENOW INC |
NOW |
STOCK |
purchase
|
Feb. 12, 2023 |
$1,001 - $15,000 |
| AON PLC F CLASS A |
AON |
STOCK |
purchase
|
Feb. 12, 2023 |
Yes $1,001 - $15,000 |
| DATADOG INC CLASS A |
DDOG |
STOCK |
purchase
|
Feb. 12, 2023 |
$50,001 - $100,000 |
| MSCI INC |
MSCI |
STOCK |
sale
|
Feb. 12, 2023 |
$1,001 - $15,000 |
| DUCLINDO INC CLASS A |
DCL |
STOCK |
purchase
|
Feb. 12, 2023 |
$15,001 - $50,000 |
| CCC INTELLIGENT SOLUTION |
CCCI |
STOCK |
sale
|
Feb. 12, 2023 |
$1,001 - $15,000 |
| BOOKING HLDGS INC |
BKNG |
STOCK |
sale
|
Feb. 12, 2023 |
Yes $100,001 - $250,000 |
| BROADRIDGE FINL SOLUTION |
BR |
STOCK |
purchase
|
Feb. 12, 2023 |
$1,001 - $15,000 |
| UBER TECHNOLOGIES INC |
UBER |
STOCK |
sale
|
Feb. 12, 2023 |
Yes $100,001 - $250,000 |
| FACTSET RES SYS INC |
FDS |
STOCK |
purchase
|
Feb. 12, 2023 |
$1,001 - $15,000 |
| AUTOMATIC DATA PROCESSING I |
ADP |
STOCK |
sale
|
Feb. 12, 2023 |
Yes $100,001 - $250,000 |
| ARES MGMT CORP CLASS A |
ARES |
STOCK |
purchase
|
Feb. 12, 2023 |
$1,001 - $15,000 |
| PAYCOM SOFTWARE INC |
PAYC |
STOCK |
sale
|
Feb. 12, 2023 |
$1,001 - $15,000 |
| MICROSOFT CORP |
MSFT |
STOCK |
purchase
|
Feb. 12, 2023 |
Yes $1,001 - $15,000 |
| BLACKSTONE INC |
BX |
STOCK |
sale
|
Feb. 12, 2023 |
Yes $100,001 - $250,000 |
| EMCORE GROUP INC |
EMKR |
STOCK |
purchase
|
Feb. 10, 2023 |
$500,001 - $1,000,000 |
| SKYWORKS SOLUTIONS INC |
SWKS |
STOCK |
purchase
|
Feb. 10, 2023 |
$100,001 - $250,000 |
| JACOBS SOLUTIONS INC COM |
J |
STOCK |
purchase
|
Feb. 10, 2023 |
$100,001 - $250,000 |
| ZOETIS INC |
ZTS |
STOCK |
purchase
|
Feb. 10, 2023 |
$100,001 - $250,000 |
| UNITED RENTALS INC |
URI |
STOCK |
sale
|
Feb. 10, 2023 |
Yes $100,001 - $250,000 |
| APPLIED MATERIALS COM |
AMAT |
STOCK |
purchase
|
Feb. 10, 2023 |
$500,001 - $1,000,000 |
| EDWARDS LIFESCIENCES |
EW |
STOCK |
purchase
|
Feb. 10, 2023 |
$500,001 - $1,000,000 |
| ARISTA NETWORKS INC COM USD0.0001 I |
ANET |
STOCK |
purchase
|
Feb. 10, 2023 |
$15,001 - $50,000 |
| GE Aerospace |
GE |
STOCK |
purchase
|
Feb. 10, 2023 |
$250,001 - $500,000 |
| LAM RESEARCH CORPORATION COM USD0.00 |
LRCX |
STOCK |
purchase
|
Feb. 10, 2023 |
$500,001 - $1,000,000 |
| CME GROUP INC |
CME |
STOCK |
purchase
|
Feb. 10, 2023 |
$500,001 - $1,000,000 |
| DOLLAR TREE INC |
DLTR |
STOCK |
sale
|
Feb. 10, 2023 |
Yes $100,001 - $250,000 |
| COOPER COS INC COM |
COO |
STOCK |
sale
|
Feb. 10, 2023 |
Yes $100,001 - $250,000 |
| WATERS CORP |
WTRG |
STOCK |
sale
|
Feb. 10, 2023 |
Yes $100,001 - $250,000 |
| INSULET CORP |
PODD |
STOCK |
sale
|
Feb. 10, 2023 |
Yes $100,001 - $250,000 |
| WORLD ACCEP CORP S C NEW |
|
STOCK |
sale
|
Feb. 6, 2023 |
$1,001 - $15,000 |
| PROGRESSIVE CORP DH |
PGR |
STOCK |
purchase
|
Feb. 3, 2023 |
Yes $1,001 - $15,000 |
| DRAFTKINGS INC NEW CLASS A |
DKNG |
STOCK |
sale
|
Feb. 3, 2023 |
$1,001 - $15,000 |
| BXP INC REIT |
BXP |
REAL ESTATE |
sale
|
Feb. 3, 2023 |
$1,001 - $15,000 |
| HUMANA INC |
HUM |
STOCK |
sale
|
Feb. 3, 2023 |
$1,001 - $15,000 |
| VERISK ANALYTICS INC CLASS A |
VRSK |
STOCK |
sale
|
Feb. 3, 2023 |
$1,001 - $15,000 |
| GITLAB INC CLASS A |
GTLB |
STOCK |
sale
|
Feb. 3, 2023 |
$1,001 - $15,000 |
| COSTAR GROUP INC |
CSGP |
STOCK |
sale
|
Feb. 3, 2023 |
$1,001 - $15,000 |
| ABBOTT LABS |
ABT |
STOCK |
purchase
|
Feb. 3, 2023 |
Yes $1,001 - $15,000 |
| INTUIT |
INTU |
STOCK |
purchase
|
Feb. 3, 2023 |
Yes $1,001 - $15,000 |
| APELLIS PHARMACEUTICALS |
APLS |
STOCK |
purchase
|
Feb. 2, 2023 |
$15,001 - $50,000 |
| EBAY INC |
EBAY |
STOCK |
purchase
|
Jan. 23, 2023 |
$1,001 - $15,000 |
| VERIZON INC |
VZ |
STOCK |
purchase
|
Jan. 23, 2023 |
Yes $1,001 - $15,000 |
| CLOROX COMPANY |
CLX |
STOCK |
purchase
|
Jan. 23, 2023 |
Yes $1,001 - $15,000 |
| CMS ENERGY CORP |
CMS |
STOCK |
purchase
|
Jan. 23, 2023 |
$1,001 - $15,000 |
| DUKE ENERGY CORP |
DUK |
STOCK |
purchase
|
Jan. 23, 2023 |
$50,001 - $100,000 |
| CONSOLIDATED EDISON INC |
ED |
STOCK |
purchase
|
Jan. 23, 2023 |
$1,001 - $15,000 |
| GENERAL MILLS INC |
GIS |
STOCK |
purchase
|
Jan. 23, 2023 |
Yes $1,001 - $15,000 |
| INMED INC PAR $0.1 |
INMD |
STOCK |
purchase
|
Jan. 23, 2023 |
Yes $1,001 - $15,000 |
| HP INC |
HPQ |
STOCK |
purchase
|
Jan. 23, 2023 |
Yes $1,001 - $15,000 |
| PNC FINL SERVICES |
PNC |
STOCK |
purchase
|
Jan. 23, 2023 |
$100,001 - $250,000 |
| WORKDAY INC CL A |
WDAY |
STOCK |
purchase
|
Jan. 23, 2023 |
Yes $1,001 - $15,000 |
| HORMEL FOODS CORP |
HRL |
STOCK |
purchase
|
Jan. 23, 2023 |
Yes $1,001 - $15,000 |
| ELECTRONIC ARTS INC |
EA |
STOCK |
purchase
|
Jan. 23, 2023 |
$1,001 - $15,000 |
| COREWEAVE INC CL A |
|
PRIVATE EQUITY |
purchase
|
Jan. 23, 2023 |
Yes $1,001 - $15,000 |
| STARBUCKS CORP |
SBUX |
STOCK |
purchase
|
Jan. 23, 2023 |
Yes $1,001 - $15,000 |
| NEXTERA ENERGY INC |
NEE |
STOCK |
purchase
|
Jan. 23, 2023 |
Yes $1,001 - $15,000 |
| COPART INC |
CPRT |
STOCK |
purchase
|
Jan. 21, 2023 |
$1,001 - $15,000 |
| TRADE TECHNOLOGIES PLC F |
TT LDH |
STOCK |
purchase
|
Jan. 21, 2023 |
$1,001 - $15,000 |
| T MOBILE US INC |
TMUS |
STOCK |
purchase
|
Jan. 21, 2023 |
Yes $1,001 - $15,000 |
| PAYLOCITY HLDG CORP |
PCTY |
STOCK |
purchase
|
Jan. 21, 2023 |
$1,001 - $15,000 |
| NETFLIX INC |
NFLX |
STOCK |
purchase
|
Jan. 21, 2023 |
$1,001 - $15,000 |
| AMRITTY LABS |
|
nan |
sale
|
Jan. 21, 2023 |
$1,001 - $15,000 |
| TALEN ENERGY CORP NEW CLASS EQUITY |
TLNE |
STOCK |
purchase
|
Jan. 21, 2023 |
Yes $1,001 - $15,000 |
| META PLATFORMS INC CLASS A |
META |
STOCK |
sale
|
Jan. 21, 2023 |
$1,001 - $15,000 |
| ADVANCED MICRO DEVIC |
AMD |
STOCK |
purchase
|
Jan. 21, 2023 |
$1,001 - $15,000 |
| EOG RES INC |
EOG |
STOCK |
purchase
|
Jan. 21, 2023 |
$1,001 - $15,000 |
| AT&T INC |
T |
STOCK |
purchase
|
Jan. 21, 2023 |
Yes $1,001 - $15,000 |
| SALESFORCE INC |
CRM |
STOCK |
sale
|
Jan. 21, 2023 |
$1,001 - $15,000 |
| AUTODESK INC |
ADSK |
STOCK |
sale
|
Jan. 20, 2023 |
$1,001 - $15,000 |
| RADIAN GROUP INC |
RDN |
STOCK |
sale
|
Jan. 20, 2023 |
$1,001 - $15,000 |
| PERFORMANCE FOOD GROUP C |
PFGC |
STOCK |
sale
|
Jan. 19, 2023 |
$1,001 - $15,000 |
| GARTNER INC |
IT |
STOCK |
sale
|
Jan. 19, 2023 |
$1,001 - $15,000 |
| MOTOROLA SOLUTIONS INC |
MSI |
STOCK |
purchase
|
Jan. 14, 2023 |
$100,001 - $250,000 |
| ZOETIS INC CLASS A |
ZTS |
STOCK |
purchase
|
Jan. 13, 2023 |
$250,001 - $500,000 |
| COESTED WHSL CORP NEW |
|
PRIVATE EQUITY |
purchase
|
Jan. 13, 2023 |
$250,001 - $500,000 |
| META PLATFORMS INC CLASS A |
META |
STOCK |
purchase
|
Jan. 13, 2023 |
$1,001 - $15,000 |
| SERVICENOW INC |
NOW |
STOCK |
sale
|
Jan. 12, 2023 |
Yes $100,001 - $250,000 |
| DOMINION ENERGY INC |
D |
STOCK |
sale
|
Jan. 12, 2023 |
$1,001 - $15,000 |
| NETFLIX INC |
NFLX |
STOCK |
sale
|
Jan. 12, 2023 |
$1,001 - $15,000 |
| ADOBE INC |
ADBE |
STOCK |
sale
|
Jan. 12, 2023 |
Yes $100,001 - $250,000 |
| RANGE RES CORP |
|
PRIVATE EQUITY |
sale
|
Jan. 12, 2023 |
$1,001 - $15,000 |
| HOME DEPOT INC |
HD |
STOCK |
sale
|
Jan. 12, 2023 |
Yes $100,001 - $250,000 |
| FNP GROUP CLASS A |
FNP |
STOCK |
sale
|
Jan. 12, 2023 |
$1,001 - $15,000 |
| TAKE-TWO INTERACTIVE SOF |
TTWO |
STOCK |
purchase
|
Jan. 12, 2023 |
Yes $1,001 - $15,000 |
| VISA INC CLASS A |
V |
STOCK |
purchase
|
Jan. 12, 2023 |
$50,001 - $100,000 |
| ACUITY INC |
|
nan |
purchase
|
Jan. 10, 2023 |
Yes $1,001 - $15,000 |
| Alphabet Inc Cl A Solicited Order Discretion Exercised |
GOOGL |
STOCK |
purchase
|
Jan. 8, 2023 |
$500,001 - $1,000,000 |
| LLUNOS TOOL WORKS |
|
nan |
purchase
|
Jan. 8, 2023 |
$500,001 - $1,000,000 |
| Goldman Sachs Group Inc Com Solicited Order Discretion Exercised |
GS |
STOCK |
purchase
|
Jan. 8, 2023 |
$500,001 - $1,000,000 |
| COMFORT SYSTEMS USA INC UNSOLICITED |
FIX |
STOCK |
purchase
|
Jan. 8, 2023 |
Yes $1,001 - $15,000 |
| PHILIP MORRIS INTL INC |
PM |
STOCK |
purchase
|
Jan. 8, 2023 |
$500,001 - $1,000,000 |
| Amazon Com Inc Solicited Order Discretion Exercised |
AMZN |
STOCK |
purchase
|
Jan. 8, 2023 |
$500,001 - $1,000,000 |
| NVR INC |
NVR |
STOCK |
purchase
|
Jan. 7, 2023 |
$250,001 - $500,000 |
| AMAZON.COM INC UNSOLICITED |
AMZN |
STOCK |
purchase
|
Jan. 6, 2023 |
$250,001 - $500,000 |
| TRACTOR SUPPLY CO |
TSCO |
STOCK |
purchase
|
Jan. 6, 2023 |
$100,001 - $250,000 |
| GALLAGHER ARTHUR J & CO |
AJG |
STOCK |
purchase
|
Jan. 6, 2023 |
$100,001 - $250,000 |
| Gladeley Inc |
|
nan |
purchase
|
Jan. 6, 2023 |
$100,001 - $250,000 |
| SHERWIN WILLIAMS CO COM |
SHW |
STOCK |
purchase
|
Jan. 6, 2023 |
$250,001 - $500,000 |
| APOLLO GLOBAL MGMT INC COM |
APO |
STOCK |
purchase
|
Jan. 6, 2023 |
$250,001 - $500,000 |
| SANDISK CORP COM |
|
STOCK |
purchase
|
Jan. 6, 2023 |
Yes $1,001 - $15,000 |
| UNITED DOMINION REALTY TRUST INC |
UDR |
REAL ESTATE |
purchase
|
Jan. 6, 2023 |
$100,001 - $250,000 |
| COGNIZANT TECHNOLOGY SOLUTIONS CL A |
CTSH |
STOCK |
purchase
|
Jan. 6, 2023 |
$100,001 - $250,000 |
| Meta Platforms, Inc |
META |
STOCK |
purchase
|
Jan. 6, 2023 |
$15,001 - $50,000 |
| INVITATION HOMES INC COM |
INVH |
STOCK |
purchase
|
Jan. 6, 2023 |
$250,001 - $500,000 |
| ACI WORLDWIDE INC |
ACIW |
STOCK |
sale
|
Jan. 6, 2023 |
$1,001 - $15,000 |
| ACCENTURE PLC |
ACN |
STOCK |
purchase
|
Jan. 6, 2023 |
$250,001 - $500,000 |
| VERISK ANALYTICS, INC. |
VRK |
STOCK |
purchase
|
Jan. 6, 2023 |
$100,001 - $250,000 |
| HEWLETT PACKARD ENTERPRISE COMPANY |
HPE |
STOCK |
sale
|
Jan. 3, 2023 |
$1,001 - $15,000 |
| WELLS FARGO & CO |
WFC |
STOCK |
sale
|
Jan. 1, 2023 |
$1,001 - $15,000 |
| RLJ CORP |
RLJ |
STOCK |
sale
|
Jan. 1, 2023 |
$1,001 - $15,000 |
| PROCTER & GAMBLE CO |
PG |
STOCK |
sale
|
Jan. 1, 2023 |
$1,001 - $15,000 |
| REPUBLIC SVCS INC |
RSG |
STOCK |
sale
|
Jan. 1, 2023 |
$1,001 - $15,000 |
| ROBLOX CORP CLASS A |
RBLX |
STOCK |
purchase
|
Oct. 1, 2020 |
$1,001 - $15,000 |
| STERIS PLC F |
STER |
STOCK |
sale
|
Aug. 12, 2020 |
$1,001 - $15,000 |
| LINDSAY CORP |
LNN |
STOCK |
sale
|
March 30, 2020 |
$15,001 - $50,000 |
| LAMB WESTON HLDGS INC |
LW |
STOCK |
purchase
|
March 30, 2020 |
$15,001 - $50,000 |
| SOUTHSIDE BANCSHARES INC |
SB |
STOCK |
purchase
|
March 30, 2020 |
$15,001 - $50,000 |
| UNIFIRST CORP MASS |
USF |
STOCK |
purchase
|
March 30, 2020 |
$15,001 - $50,000 |
| O TWO HARBORS INVESTME |
THRL |
STOCK |
purchase
|
March 30, 2020 |
$15,001 - $50,000 |
| UFP TECHNOLOGIES INC |
UFPT |
STOCK |
sale
|
March 30, 2020 |
Yes $1,001 - $15,000 |
| COGENT COMMUNICATIONS HL |
CGS |
STOCK |
purchase
|
March 30, 2020 |
$15,001 - $50,000 |
| ZIFF DAVIS INC |
ZD |
STOCK |
purchase
|
March 30, 2020 |
$15,001 - $50,000 |
| MEDICAL PPTYS TR INC REIT |
MPW |
REAL ESTATE |
purchase
|
March 30, 2020 |
$15,001 - $50,000 |
| MONRO INC |
|
nan |
purchase
|
March 30, 2020 |
$15,001 - $50,000 |
| LAUREATE ED INC |
LAUR |
STOCK |
purchase
|
March 30, 2020 |
$15,001 - $50,000 |
| ASTRANA HEALTH INC |
ATH |
STOCK |
purchase
|
March 30, 2020 |
$15,001 - $50,000 |
| AXCELIS TECHNOLOGIES INC |
ACLS |
STOCK |
sale
|
March 30, 2020 |
Yes $1,001 - $15,000 |
| CHESAPEAKE UTILS CORP |
CHK |
STOCK |
purchase
|
March 30, 2020 |
$15,001 - $50,000 |
| DNOW INC |
DNOW |
STOCK |
purchase
|
March 30, 2020 |
$50,001 - $100,000 |
| PARK NATL CORP |
PRK |
STOCK |
purchase
|
March 30, 2020 |
$50,001 - $100,000 |
| PALOMAR HLDGS INC |
PLMR |
STOCK |
purchase
|
March 30, 2020 |
$50,001 - $100,000 |
| DORMAN PRODS INC |
DOR |
STOCK |
purchase
|
March 30, 2020 |
$50,001 - $100,000 |
| ESSENTIAL PPHYS RLTY TR REIT |
ESS |
REAL ESTATE |
purchase
|
March 30, 2020 |
$50,001 - $100,000 |
| INDIVIOR PHARMACEUTICALS |
INDV |
STOCK |
purchase
|
March 30, 2020 |
$50,001 - $100,000 |
| HIGHWOODS PPHYS FTYS REIT |
HSW |
REAL ESTATE |
purchase
|
March 30, 2020 |
$50,001 - $100,000 |
| GROUP 1 AUTOMOTIVE INC |
|
STOCK |
purchase
|
March 30, 2020 |
$50,001 - $100,000 |
| MOHAWK INDS INC |
HWK |
STOCK |
sale
|
March 30, 2020 |
Yes $100,001 - $250,000 |
| JBET MAREL CORP |
|
PRIVATE EQUITY |
purchase
|
March 30, 2020 |
$50,001 - $100,000 |
| ACI WORLDWIDE INC |
ACIW |
STOCK |
purchase
|
March 30, 2020 |
$100,001 - $250,000 |
| ALARM COM HLOGS INC |
HLOG |
STOCK |
sale
|
March 30, 2020 |
Yes $50,001 - $100,000 |
| CASELLA WASTE SYS INC CLASS A |
CWST |
STOCK |
purchase
|
March 30, 2020 |
$100,001 - $250,000 |
| MARKETAXESS HLOGS INC |
MKTX |
STOCK |
sale
|
March 30, 2020 |
Yes $50,001 - $100,000 |
| PRESTIGE CONSUMER HEALTH |
PCH |
STOCK |
sale
|
March 30, 2020 |
$15,001 - $50,000 |
| MATSON INC |
MATX |
STOCK |
sale
|
March 30, 2020 |
$15,001 - $50,000 |
| FRANKLIN IR PLC INC |
|
FUND |
sale
|
March 30, 2020 |
$15,001 - $50,000 |
| GRID DYNAMICS HLOGS INC CLASS A |
GLDY |
STOCK |
purchase
|
March 30, 2020 |
$15,001 - $50,000 |
| ARCOSA INC |
ACS |
STOCK |
sale
|
March 30, 2020 |
$15,001 - $50,000 |
| HERITAGE FINL CORP WASH |
HFCN |
STOCK |
purchase
|
March 30, 2020 |
$15,001 - $50,000 |
| BALCHEM CORP |
BCX |
STOCK |
sale
|
March 30, 2020 |
$15,001 - $50,000 |
| CSW INDUSTRIALS INC |
CSWI |
STOCK |
sale
|
March 30, 2020 |
$15,001 - $50,000 |
| INTEGRA LIFESCIENCES HLD |
IART |
STOCK |
purchase
|
March 30, 2020 |
$15,001 - $50,000 |
| HARMONY BIOSCIENCES HLOG |
HLOG |
STOCK |
purchase
|
March 30, 2020 |
$15,001 - $50,000 |
| FIRST INTUIT BANKSYSTEM I CLASS A |
FIBKX |
FUND |
sale
|
March 30, 2020 |
$15,001 - $50,000 |
| NAPCO SEC TECHNOLOGIES I |
NAIT |
STOCK |
purchase
|
March 30, 2020 |
$15,001 - $50,000 |
| COMMUNITY FNL SYS INC |
CFSI |
STOCK |
purchase
|
March 30, 2020 |
$15,001 - $50,000 |
| BANC CALIF INC |
BANC |
STOCK |
sale
|
March 30, 2020 |
Yes $15,001 - $50,000 |
| ROBERT HALF INC |
RHI |
STOCK |
purchase
|
March 30, 2020 |
$15,001 - $50,000 |
| ENOVA INTL INC |
EVA |
STOCK |
sale
|
March 30, 2020 |
Yes $15,001 - $50,000 |
| ARMOUR RESIDENTIAL REIT |
ARR |
REAL ESTATE |
sale
|
March 30, 2020 |
Yes $15,001 - $50,000 |
| LUMEN TECHNOLOGIES INC |
LUMN |
STOCK |
sale
|
March 30, 2020 |
Yes $15,001 - $50,000 |
| ICHOR HLDGS LTD F |
ICHR |
STOCK |
sale
|
March 30, 2020 |
Yes $15,001 - $50,000 |
| REDWOOD TR INC REIT |
RNT |
REAL ESTATE |
sale
|
March 30, 2020 |
Yes $15,001 - $50,000 |
| WINMARK CORP |
WKS |
STOCK |
sale
|
March 30, 2020 |
Yes $15,001 - $50,000 |
| WINNEBAGO INDS INC |
WGO |
STOCK |
sale
|
March 30, 2020 |
Yes $15,001 - $50,000 |
| GENTHERM INC |
THRM |
STOCK |
sale
|
March 30, 2020 |
Yes $15,001 - $50,000 |
| HCI GROUP INC |
HCI |
STOCK |
sale
|
March 30, 2020 |
Yes $15,001 - $50,000 |
| PATRICK INDS INC |
PATK |
STOCK |
sale
|
March 30, 2020 |
Yes $15,001 - $50,000 |
| SAMARA CORP |
|
nan |
sale
|
March 30, 2020 |
Yes $15,001 - $50,000 |
| Tpx One Inc New Com Sold Solicited Order Discrion Exercised |
TPX |
STOCK |
sale
|
March 30, 2020 |
Yes $15,001 - $50,000 |
| PENGUIN SOLUTIONS INC DE |
PNGN |
STOCK |
sale
|
March 30, 2020 |
Yes $15,001 - $50,000 |
| KONTOOR BRANDS INC |
KT |
STOCK |
sale
|
March 30, 2020 |
Yes $15,001 - $50,000 |
| PLEXUS CORP |
PLXS |
STOCK |
sale
|
March 30, 2020 |
Yes $15,001 - $50,000 |
| EXP WORLD HLDGS INC |
EXPH |
STOCK |
sale
|
March 30, 2020 |
$15,001 - $50,000 |
| TANDEM DIABETES CARE INC |
TNDM |
STOCK |
sale
|
March 30, 2020 |
$15,001 - $50,000 |
| BRIGHTSPRING HEALTH SVCS |
|
PRIVATE EQUITY |
purchase
|
March 30, 2020 |
$15,001 - $50,000 |
| CHAMPION HOMES INC |
CHMP |
STOCK |
sale
|
March 30, 2020 |
$15,001 - $50,000 |
| GATES INDL CORP PLC F |
GTES |
STOCK |
sale
|
March 30, 2020 |
$15,001 - $50,000 |
| ELLINGTON FIN, INC REIT |
ELL |
REAL ESTATE |
sale
|
March 30, 2020 |
$15,001 - $50,000 |
| Inhui Com Sold Solicited Order Discretion Exercised |
|
nan |
sale
|
March 30, 2020 |
$1,001 - $15,000 |
| CURBSLINE PITTYS CORP |
|
nan |
purchase
|
March 30, 2020 |
$15,001 - $50,000 |
| SEZZLE INC |
SZL |
STOCK |
sale
|
March 30, 2020 |
$1,001 - $15,000 |
| SHOE CARNIVAL INC |
SCVL |
STOCK |
sale
|
March 30, 2020 |
$1,001 - $15,000 |
| AVISTA CORP |
AVCT |
STOCK |
sale
|
March 30, 2020 |
$1,001 - $15,000 |
| REYNOLDS CONSUMER PRODS |
CPB |
STOCK |
sale
|
March 30, 2020 |
$1,001 - $15,000 |
| MERCHANTS BANCORP IND |
MBPX |
STOCK |
purchase
|
March 30, 2020 |
$15,001 - $50,000 |
| APPLE HOSPITALITY REIT I REIT |
APLE |
REAL ESTATE |
purchase
|
March 30, 2020 |
$15,001 - $50,000 |
| LYFT INC CLASS A |
LYFT |
STOCK |
purchase
|
March 30, 2020 |
$15,001 - $50,000 |
| CITY HLDG CO |
CHY |
STOCK |
purchase
|
March 30, 2020 |
$15,001 - $50,000 |
| LEGALZOOM COM INC |
LZ |
STOCK |
purchase
|
March 30, 2020 |
$15,001 - $50,000 |
| NAVERNET CORP |
|
STOCK |
purchase
|
March 30, 2020 |
$15,001 - $50,000 |
| NEWELL BRANDS INC |
NWL |
STOCK |
purchase
|
March 30, 2020 |
$15,001 - $50,000 |
| Blackstone Inc Com Inc Sold Solicited Order Discretion Exercised |
BX |
STOCK |
sale
|
March 27, 2020 |
Yes $15,001 - $50,000 |
| Comcast Mills Inc Com Sold Solicited Order Discretion Exercised |
CMCSA |
STOCK |
sale
|
March 27, 2020 |
Yes $15,001 - $50,000 |
| Progressive Corp Oh Com Sold Solicited Order Discretion Exercised |
PGR |
STOCK |
sale
|
March 27, 2020 |
Yes $15,001 - $50,000 |
| Wells Fargo & Co New Com Solicited Order Discretion Exercised |
WFC |
STOCK |
sale
|
March 27, 2020 |
$15,001 - $50,000 |
| Lennar Corp Cl A Solicited Order Discretion Exercised |
LEN |
STOCK |
sale
|
March 27, 2020 |
Yes $1,001 - $15,000 |
| Robinhood Mkts Inc Com Cl A Solicited Order Discretion Exercised |
HOOD |
STOCK |
sale
|
March 27, 2020 |
Yes $1,001 - $15,000 |
| Mastercard Inc Cl A Average Unit Price Transaction Your Broker Acted As Agent |
MA |
STOCK |
sale
|
March 27, 2020 |
$15,001 - $50,000 |
| Lily & Co Co Average Unit Price Transaction Your Broker Acted As Agent |
|
STOCK |
sale
|
March 27, 2020 |
$15,001 - $50,000 |
| Palantir Technologies Inc Cl A Solicited Order Discretion Exercised |
PLTR |
STOCK |
sale
|
March 27, 2020 |
$15,001 - $50,000 |
| The Trade Desk Inc Com Cir A Solicited Order Discretion Exercised |
TTD |
STOCK |
sale
|
March 27, 2020 |
$1,001 - $15,000 |
| JPMorgan Chase & Co Com Average Unit Price Transaction Your Broker Acted As Agent |
JPM |
STOCK |
sale
|
March 27, 2020 |
Yes $100,001 - $250,000 |
| Nvidia Corp Com Average Unit Price Transaction Your Broker Acted As Agent |
NVDA |
STOCK |
sale
|
March 27, 2020 |
$500,001 - $1,000,000 |
| Amphenol Corp New Cl A Average Unit Price Transaction Your Broker Acted As Agent |
APH |
STOCK |
sale
|
March 27, 2020 |
Yes $1,001 - $15,000 |
| S&P Global Technologies Inc Com E1170479427529-05089 Average Unit Price Transaction Your Broker Acted As Agent |
SPGI |
STOCK |
sale
|
March 27, 2020 |
Yes $1,001 - $15,000 |
| Agilent Technologies Inc Com Div Due Bills Solicited Order Discretion Exercised |
A |
BILL |
sale
|
March 27, 2020 |
$1,001 - $15,000 |
| D R Horton Inc Com Solicited Order Discretion Exercised |
DHI |
STOCK |
sale
|
March 27, 2020 |
$1,001 - $15,000 |
| Paypal Holdings Inc Com Solicited Order Discretion Exercised Allocated Order Your Broker Acted As Agent |
PYPL |
STOCK |
sale
|
March 27, 2020 |
$1,001 - $15,000 |
| Jenna Solutions Inc Com Solicited Order Discretion Exercised |
|
PRIVATE EQUITY |
sale
|
March 27, 2020 |
$15,001 - $50,000 |
| Capital One First Com Corp Sold Solicited Order Discretion Exercised |
COF |
BOND |
sale
|
March 27, 2020 |
Yes $15,001 - $50,000 |
| TRANSDYNE |
TDYN |
STOCK |
sale
|
March 26, 2020 |
$1,001 - $15,000 |
| INGERSOLL RAND INC |
IR |
STOCK |
purchase
|
March 26, 2020 |
$1,001 - $15,000 |
| APOLLO GLOBAL MGMT INC N CLASS A |
APO |
STOCK |
purchase
|
March 26, 2020 |
$1,001 - $15,000 |
| MOODYS CORP |
MCO |
STOCK |
purchase
|
March 26, 2020 |
$1,001 - $15,000 |
| MOELIS & CO CLASS A |
MC |
STOCK |
purchase
|
March 26, 2020 |
$15,001 - $50,000 |
| CINTAS CORP |
CTAS |
STOCK |
purchase
|
March 26, 2020 |
$1,001 - $15,000 |
| PHILIP MORRIS INTL INC |
PM |
STOCK |
purchase
|
March 26, 2020 |
$1,001 - $15,000 |
| ROBLOX CORP CLASS A |
RBLX |
STOCK |
purchase
|
March 26, 2020 |
$1,001 - $15,000 |
| MID-AMER APT CMNTSY INC REIT |
MAA |
REAL ESTATE |
purchase
|
March 26, 2020 |
$1,001 - $15,000 |
| CBRE GROUP INC CLASS A |
CBRE |
STOCK |
purchase
|
March 26, 2020 |
$1,001 - $15,000 |
| VEEVA SYS INC CLASS A |
VEEV |
STOCK |
purchase
|
March 26, 2020 |
$1,001 - $15,000 |
| COOPER COS INC |
COO |
STOCK |
purchase
|
March 26, 2020 |
$1,001 - $15,000 |
| EMBERY WESTBROOK PLC F |
|
PRIVATE EQUITY |
purchase
|
March 26, 2020 |
$1,001 - $15,000 |
| OLLIES BARGAIN OUTLET HL |
OLLI |
STOCK |
purchase
|
March 26, 2020 |
$1,001 - $15,000 |
| INTERNIL PAPER CO |
|
STOCK |
purchase
|
March 26, 2020 |
$1,001 - $15,000 |
| COSTAR GROUP INC |
CSGP |
STOCK |
purchase
|
March 26, 2020 |
$1,001 - $15,000 |
| PAYYOCH INC |
|
PRIVATE EQUITY |
purchase
|
March 26, 2020 |
$1,001 - $15,000 |
| KINSALE CAP GROUP INC |
KNSL |
STOCK |
purchase
|
March 26, 2020 |
$1,001 - $15,000 |
| COMMVAULT SYS INC |
CVLT |
STOCK |
sale
|
March 26, 2020 |
$1,001 - $15,000 |
| PRUDENTIAL FINL INC |
PRU |
STOCK |
sale
|
March 26, 2020 |
$1,001 - $15,000 |
| HENRY JACK & ASSOC INC |
|
PRIVATE EQUITY |
sale
|
March 26, 2020 |
$1,001 - $15,000 |
| ELASTIC NV F |
ESTC |
STOCK |
sale
|
March 26, 2020 |
$1,001 - $15,000 |
| ARCHER AVIATION INC CLASS A |
ACHR |
STOCK |
sale
|
March 26, 2020 |
$1,001 - $15,000 |
| UDR INC REIT |
UDR |
REAL ESTATE |
sale
|
March 26, 2020 |
$1,001 - $15,000 |
| ARISTA NETWORKS INC |
ANET |
STOCK |
sale
|
March 26, 2020 |
$1,001 - $15,000 |
| SKYWORKS SOLUTIONS INC |
SWKS |
STOCK |
sale
|
March 26, 2020 |
$1,001 - $15,000 |
| GENPACT LTD F |
GENP |
STOCK |
sale
|
March 26, 2020 |
$1,001 - $15,000 |
| AURORIA INNOVATION INC CLASS A |
AUR |
STOCK |
sale
|
March 26, 2020 |
$1,001 - $15,000 |
| OTIS WORLDWIDE CORP |
OTIS |
STOCK |
sale
|
March 26, 2020 |
$1,001 - $15,000 |
| LOAR HOLDINGS INC EQUITY CLASS EQUITY |
LOAR |
STOCK |
sale
|
March 26, 2020 |
$1,001 - $15,000 |
| DUOLINGO INC CLASS A |
DUOL |
STOCK |
sale
|
March 26, 2020 |
$1,001 - $15,000 |
| OMNICOM GROUP INC |
OMC |
STOCK |
sale
|
March 26, 2020 |
$1,001 - $15,000 |
| SERVICETITAN INC CLASS A |
SITI |
STOCK |
sale
|
March 26, 2020 |
$1,001 - $15,000 |
| KEURIG DR PEPPER INC |
KDP |
STOCK |
sale
|
March 26, 2020 |
$1,001 - $15,000 |
| MGE ENERGY INC |
MG |
STOCK |
sale
|
March 26, 2020 |
$1,001 - $15,000 |
| DJ GLASS INC |
|
STOCK |
sale
|
March 26, 2020 |
$1,001 - $15,000 |
| VARIONS SYS INC |
|
PRIVATE EQUITY |
sale
|
March 26, 2020 |
$1,001 - $15,000 |
| LEGALZOOM COM INC |
LZ |
STOCK |
sale
|
March 26, 2020 |
$15,001 - $50,000 |
| HOME DEPOT INC |
HD |
STOCK |
sale
|
March 26, 2020 |
Yes $15,001 - $50,000 |
| FYT THERAPEUTICS INC |
FYTR |
STOCK |
purchase
|
March 26, 2020 |
$50,001 - $100,000 |
| BADGER METTER INC |
|
nan |
purchase
|
March 26, 2020 |
$50,001 - $100,000 |
| WAYSTAR HLDG CORP |
WAYS |
STOCK |
purchase
|
March 26, 2020 |
$100,001 - $250,000 |
| AT&T INC |
T |
STOCK |
purchase
|
March 25, 2020 |
$15,001 - $50,000 |
| LAM RESEARCH CORP UNSOLICITED |
LRCX |
STOCK |
purchase
|
March 25, 2020 |
$15,001 - $50,000 |
| VANGUARD S&P 500 ETF UNSOLICITED |
VOO |
ETF |
purchase
|
March 25, 2020 |
$500,001 - $1,000,000 |
| NEXTERA ENERGY INC COM UNSOLICITED |
NEE |
STOCK |
purchase
|
March 25, 2020 |
$15,001 - $50,000 |
| WALT DISNEY CO (HOLDING CO) DISNEY COM UNSOLICITED |
DIS |
STOCK |
purchase
|
March 25, 2020 |
$15,001 - $50,000 |
| CATERPILLAR INC UNSOLICITED |
CAT |
STOCK |
purchase
|
March 25, 2020 |
$15,001 - $50,000 |
| MORGAN STANLEY UNSOLICITED |
MS |
STOCK |
purchase
|
March 25, 2020 |
$15,001 - $50,000 |
| BLACKROCK INC UNSOLICITED |
BLK |
STOCK |
purchase
|
March 25, 2020 |
$15,001 - $50,000 |
| VERIZON COMMUNICATIONS INC UNSOLICITED |
VZ |
STOCK |
purchase
|
March 25, 2020 |
$15,001 - $50,000 |
| ORACLE CORP UNSOLICITED |
ORCL |
STOCK |
purchase
|
March 25, 2020 |
$15,001 - $50,000 |
| PARAMOUNT SYKIDANCE CORP COM CL CL B UNSOLICITED |
PARA |
STOCK |
purchase
|
March 25, 2020 |
$15,001 - $50,000 |
| EVERSOURCE ENERGY COM UNSOLICITED |
ES |
STOCK |
purchase
|
March 25, 2020 |
$15,001 - $50,000 |
| CIENA CORP NEW UNSOLICITED |
CIEN |
STOCK |
purchase
|
March 25, 2020 |
$50,001 - $100,000 |
| CHEVRON CORP UNSOLICITED |
CVX |
STOCK |
purchase
|
March 25, 2020 |
$15,001 - $50,000 |
| WARNER BROS DISCOVERY INC UNSOLICITED |
WBD |
STOCK |
purchase
|
March 25, 2020 |
$15,001 - $50,000 |
| COGNIZANT TECH SOLUTIONS CORP UNSOLICITED |
CTSH |
STOCK |
purchase
|
March 25, 2020 |
$15,001 - $50,000 |
| THERMO FISHER SCIENTIFIC INC UNSOLICITED |
TMO |
STOCK |
purchase
|
March 25, 2020 |
$15,001 - $50,000 |
| EXXON MOBIL CORP UNSOLICITED |
XOM |
STOCK |
purchase
|
March 25, 2020 |
$15,001 - $50,000 |
| GOLDMAN SACHS GROUP INC UNSOLICITED |
GS |
STOCK |
purchase
|
March 25, 2020 |
$15,001 - $50,000 |
| BERKSHIRE HATHAWAY INC NEW CL B UNSOLICITED |
BRK.B |
STOCK |
purchase
|
March 25, 2020 |
$15,001 - $50,000 |
| MICRON TECHNOLOGY INC UNSOLICITED |
MU |
STOCK |
purchase
|
March 25, 2020 |
$50,001 - $100,000 |
| FOX CORP CL B COM UNSOLICITED |
FOXA |
STOCK |
purchase
|
March 25, 2020 |
$15,001 - $50,000 |
| NETFLIX INC UNSOLICITED |
NFLX |
STOCK |
purchase
|
March 25, 2020 |
$50,001 - $100,000 |
| LUMENTUM HOLDINGS INC UNSOLICITED |
LITE |
STOCK |
purchase
|
March 25, 2020 |
$50,001 - $100,000 |
| BROADRIDGE FINANCIAL SOLUTIONS INC UNSOLICITED |
BR |
STOCK |
purchase
|
March 25, 2020 |
$15,001 - $50,000 |
| ELECTRONIC ARTS UNSOLICITED |
EA |
STOCK |
purchase
|
March 25, 2020 |
$15,001 - $50,000 |
| RAYMOND JAMES FINANCIAL CORP UNSOLICITED |
RJF |
STOCK |
purchase
|
March 25, 2020 |
$15,001 - $50,000 |
| AT&T INC UNSOLICITED |
T |
STOCK |
purchase
|
March 25, 2020 |
$15,001 - $50,000 |
| VISA INC CL A UNSOLICITED |
V |
STOCK |
purchase
|
March 25, 2020 |
$15,001 - $50,000 |
| PROLOGIS INC COM UNSOLICITED |
PLD |
STOCK |
purchase
|
March 25, 2020 |
$15,001 - $50,000 |
| COSTCO WHOLESALE CORP UNSOLICITED |
COST |
STOCK |
purchase
|
March 25, 2020 |
$15,001 - $50,000 |
| MICROCHIP TECHNOLOGY INC UNSOLICITED |
MCHP |
STOCK |
purchase
|
March 25, 2020 |
$15,001 - $50,000 |
| PRUDENTIAL FINANCIAL, INC UNSOLICITED |
PRU |
STOCK |
purchase
|
March 25, 2020 |
$15,001 - $50,000 |
| CROWN CASTLE INC REIT UNSOLICITED |
CCI |
REAL ESTATE |
purchase
|
March 25, 2020 |
$15,001 - $50,000 |
| APPLIED MATERIALS INC UNSOLICITED |
AMAT |
STOCK |
purchase
|
March 25, 2020 |
$15,001 - $50,000 |
| COMCAST CORP NEW CL A UNSOLICITED |
CMCSA |
STOCK |
purchase
|
March 25, 2020 |
$15,001 - $50,000 |
| DOUGLAS EMMETT INC REIT |
DEM |
REAL ESTATE |
purchase
|
March 25, 2020 |
$15,001 - $50,000 |
| BROWN & BROWN INC UNSOLICITED |
BRO |
STOCK |
purchase
|
March 25, 2020 |
$15,001 - $50,000 |
| SANDISK CORP UNSOLICITED |
|
BOND |
purchase
|
March 25, 2020 |
$15,001 - $50,000 |
| KLA CORP UNSOLICITED |
KLAC |
STOCK |
purchase
|
March 25, 2020 |
$15,001 - $50,000 |
| INSULET CORP UNSOLICITED |
PODD |
STOCK |
purchase
|
March 25, 2020 |
$15,001 - $50,000 |
| THE TRADE DESK INC CL A UNSOLICITED |
TTD |
STOCK |
purchase
|
March 25, 2020 |
$15,001 - $50,000 |
| FORD MOTOR CO COM UNSOLICITED |
F |
STOCK |
purchase
|
March 23, 2020 |
$50,001 - $100,000 |
| ALPHABET INC CLASS A |
GOOGL |
STOCK |
purchase
|
March 23, 2020 |
$50,001 - $100,000 |
| DIGITAL REALTY TRUST INC REIT UNSOLICITED |
DLR |
REAL ESTATE |
purchase
|
March 23, 2020 |
$50,001 - $100,000 |
| KEMPER CORP DEI |
KMPR |
STOCK |
purchase
|
March 23, 2020 |
$15,001 - $50,000 |
| KLA CORP UNSOLICITED |
KLAC |
STOCK |
purchase
|
March 23, 2020 |
$50,001 - $100,000 |
| TERADYNE INC UNSOLICITED |
TER |
STOCK |
purchase
|
March 23, 2020 |
$15,001 - $50,000 |
| INTEL CORP |
INTC |
STOCK |
purchase
|
March 23, 2020 |
$1,001 - $15,000 |
| BANK OF AMERICA CORP |
BAC |
STOCK |
purchase
|
March 23, 2020 |
$1,001 - $15,000 |
| FERGUSON ENTERPRISES INC |
FERG |
STOCK |
purchase
|
March 23, 2020 |
$1,001 - $15,000 |
| PAYCOM SOFTWARE INC |
PAYC |
STOCK |
purchase
|
March 23, 2020 |
$100,001 - $250,000 |
| IRON MTN INC COM UNSOLICITED |
|
STOCK |
purchase
|
March 23, 2020 |
$15,001 - $50,000 |
| FORTINET INC UNSOLICITED |
FTNT |
STOCK |
sale
|
March 23, 2020 |
$15,001 - $50,000 |
| MONOLITHIC POWER SYSTEMS INC UNSOLICITED |
MPWR |
STOCK |
purchase
|
March 23, 2020 |
$15,001 - $50,000 |
| LVMH CLASS A |
MC |
STOCK |
purchase
|
March 23, 2020 |
$100,001 - $250,000 |
| PARKER HANIFIN CORP UNSOLICITED |
PH |
STOCK |
purchase
|
March 23, 2020 |
$15,001 - $50,000 |
| JPMORGAN CHASE & CO UNSOLICITED |
JPM |
STOCK |
purchase
|
March 23, 2020 |
$100,001 - $250,000 |
| VSE CORP |
VSEC |
STOCK |
purchase
|
March 23, 2020 |
$100,001 - $250,000 |
| FREEPORT-MCMORAN INC UNSOLICITED |
FCX |
STOCK |
purchase
|
March 23, 2020 |
$15,001 - $50,000 |
| NIKE INC CLASS B |
NKE |
STOCK |
purchase
|
March 23, 2020 |
$1,001 - $15,000 |
| GE VERNOVA LLC COM UNSOLICITED |
GEV |
STOCK |
purchase
|
March 23, 2020 |
$15,001 - $50,000 |
| GE HEALTHCARE TECHNOLOGI |
GEHC |
STOCK |
purchase
|
March 23, 2020 |
$1,001 - $15,000 |
| GOLDMAN SACHS GROUP INC UNSOLICITED |
GS |
STOCK |
purchase
|
March 23, 2020 |
$15,001 - $50,000 |
| RITHM CAPITAL CORP REIT |
RITH |
REAL ESTATE |
purchase
|
March 23, 2020 |
$50,001 - $100,000 |
| MICROSOFT CORP |
MSFT |
STOCK |
purchase
|
March 23, 2020 |
$15,001 - $50,000 |
| RTX CORP |
RTX |
STOCK |
purchase
|
March 23, 2020 |
$1,001 - $15,000 |
| APPLE INC UNSOLICITED |
AAPL |
STOCK |
purchase
|
March 23, 2020 |
$250,001 - $500,000 |
| HOME DEPOT INC |
HD |
STOCK |
purchase
|
March 23, 2020 |
$1,001 - $15,000 |
| DAVE & BUSTERS ENTMT INC |
DAVE |
STOCK |
sale
|
March 23, 2020 |
$15,001 - $50,000 |
| MOLINA HEALTHCARE INC |
MOH |
STOCK |
purchase
|
March 23, 2020 |
$100,001 - $250,000 |
| LENNOX CORP CL A UNSOLICITED |
LII |
STOCK |
purchase
|
March 23, 2020 |
$15,001 - $50,000 |
| MATCH GROUP INC NEW |
MTCH |
STOCK |
purchase
|
March 23, 2020 |
$100,001 - $250,000 |
| BAKER HUGHES CO CL A UNSOLICITED |
BKR |
STOCK |
purchase
|
March 23, 2020 |
$15,001 - $50,000 |
| LIFE TIME GROUP HLDGS IN |
|
PRIVATE EQUITY |
purchase
|
March 23, 2020 |
$50,001 - $100,000 |
| APPLIED MATLS INC |
AMAT |
STOCK |
purchase
|
March 23, 2020 |
$1,001 - $15,000 |
| NVIDIA CORP |
NVDA |
STOCK |
purchase
|
March 23, 2020 |
$50,001 - $100,000 |
| DOORDASH INC CLASS A |
DASH |
STOCK |
purchase
|
March 23, 2020 |
$1,001 - $15,000 |
| UNITO RENTALS INC UNSOLICITED |
|
PRIVATE EQUITY |
purchase
|
March 23, 2020 |
$15,001 - $50,000 |
| VERIZON COMMUNICATIONS INC UNSOLICITED |
VZ |
STOCK |
purchase
|
March 23, 2020 |
$50,001 - $100,000 |
| LAUDER ESTEE COS CL A UNSOLICITED |
EL |
STOCK |
purchase
|
March 23, 2020 |
$15,001 - $50,000 |
| META PLATFORMS INC CL A UNSOLICITED |
META |
STOCK |
purchase
|
March 23, 2020 |
$50,001 - $100,000 |
| EATON CORP CO UNSOLICITED |
ETN |
STOCK |
purchase
|
March 23, 2020 |
$50,001 - $100,000 |
| VISTRA CORP UNSOLICITED |
VST |
STOCK |
purchase
|
March 23, 2020 |
$15,001 - $50,000 |
| ROYAL CARIBBEAN GROUP F |
RCL |
STOCK |
purchase
|
March 23, 2020 |
$1,001 - $15,000 |
| JAIB INC UNSOLICITED |
|
PRIVATE EQUITY |
purchase
|
March 23, 2020 |
$50,001 - $100,000 |
| LUNDE PLC NEW EUR UNSOLICITED |
LUN |
STOCK |
purchase
|
March 23, 2020 |
$50,001 - $100,000 |
| LILLY ELI & CO UNSOLICITED |
LLY |
STOCK |
purchase
|
March 23, 2020 |
$50,001 - $100,000 |
| KEYSIGHT TECHNOLOGIES INC COM UNSOLICITED |
KEYS |
STOCK |
purchase
|
March 23, 2020 |
$15,001 - $50,000 |
| PROLOGIS INC COM UNSOLICITED |
PLD |
STOCK |
purchase
|
March 23, 2020 |
$50,001 - $100,000 |
| SALESFORCE, INC. UNSOLICITED |
CRM |
STOCK |
sale
|
March 23, 2020 |
$15,001 - $50,000 |
| RED ROCK RESORTS INC CLASS A |
RRR |
STOCK |
purchase
|
March 20, 2020 |
$50,001 - $100,000 |
| laloft Life Ins Com Solicited Order Discretion Averaged Unit Price Transaction Your Broker Acted As Agent |
|
FIXED INCOME |
sale
|
March 20, 2020 |
$1,001 - $15,000 |
| ROCKWELL AUTOMATION INC NEW UNSOLICITED |
ROK |
STOCK |
purchase
|
March 20, 2020 |
$15,001 - $50,000 |
| BLACKROCK INC UNSOLICITED |
BLK |
STOCK |
purchase
|
March 20, 2020 |
$15,001 - $50,000 |
| WELLS FARGO & CO NEW UNSOLICITED |
WFC |
STOCK |
purchase
|
March 20, 2020 |
$15,001 - $50,000 |
| ALION TECHNOLOGY INC UNSOLICITED |
|
STOCK |
purchase
|
March 20, 2020 |
$15,001 - $50,000 |
| BLACKLINE INC |
BL |
STOCK |
purchase
|
March 20, 2020 |
$15,001 - $50,000 |
| GENERAL MOTORS CO UNSOLICITED |
GM |
STOCK |
purchase
|
March 20, 2020 |
$15,001 - $50,000 |
| THERMO FISHER SCIENTIFIC INC UNSOLICITED |
TMO |
STOCK |
purchase
|
March 20, 2020 |
$15,001 - $50,000 |
| PRUDENTIAL FINANCIAL INC |
PRU |
STOCK |
sale
|
March 20, 2020 |
Yes $1,001 - $15,000 |
| WSPE FIN CORP |
|
PRIVATE EQUITY |
sale
|
March 20, 2020 |
Yes $1,001 - $15,000 |
| STEPSTONE GROUP INC CLASS A |
STEP |
STOCK |
purchase
|
March 20, 2020 |
$50,001 - $100,000 |
| MIRON TECHNOLOGIES INC CLASS A |
MRNY |
STOCK |
purchase
|
March 20, 2020 |
$50,001 - $100,000 |
| OTTER TAIL CORP |
|
PRIVATE EQUITY |
purchase
|
March 20, 2020 |
$15,001 - $50,000 |
| SCHRODINGER INC |
SDGR |
STOCK |
purchase
|
March 20, 2020 |
$15,001 - $50,000 |
| ROPER TECHNOLOGIES INC OH |
ROP |
STOCK |
sale
|
March 19, 2020 |
Yes $1,001 - $15,000 |
| LUMENTUM HLDGS INC |
LITE |
STOCK |
purchase
|
March 19, 2020 |
$15,001 - $50,000 |
| AMERIPRISE FINL INC |
AMP |
STOCK |
purchase
|
March 19, 2020 |
$1,001 - $15,000 |
| REPUBLIC SVCS INC |
RSG |
STOCK |
purchase
|
March 18, 2020 |
$50,001 - $100,000 |
| AVERY DENNISON CORP |
AVY |
STOCK |
sale
|
March 18, 2020 |
Yes $1,001 - $15,000 |
| WASTE MGMT INC DEL |
WM |
STOCK |
purchase
|
March 18, 2020 |
$15,001 - $50,000 |
| THE CAMPBELL'S CO |
CPB |
STOCK |
purchase
|
March 18, 2020 |
$50,001 - $100,000 |
| INTERNIL PAPER CO |
|
STOCK |
purchase
|
March 18, 2020 |
$50,001 - $100,000 |
| MSCI INC |
MSCI |
STOCK |
purchase
|
March 18, 2020 |
$50,001 - $100,000 |
| VICOR CORP |
VICR |
STOCK |
sale
|
March 18, 2020 |
Yes $50,001 - $100,000 |
| DUOLINGO INC CLASS A |
DUOL |
STOCK |
sale
|
March 18, 2020 |
$15,001 - $50,000 |
| TETRA TECH INC NEW |
TTEK |
STOCK |
sale
|
March 18, 2020 |
$15,001 - $50,000 |
| FLUTTER ENTMT PLC F |
FLUT |
STOCK |
purchase
|
March 18, 2020 |
$50,001 - $100,000 |
| OLD NATL BANKCORP INC |
|
STOCK |
purchase
|
March 18, 2020 |
$15,001 - $50,000 |
| RELIANCE INC |
RELIANCE |
STOCK |
purchase
|
March 18, 2020 |
$15,001 - $50,000 |
| PLANET FITNESS INC CLASS A |
PLNK |
STOCK |
sale
|
March 18, 2020 |
$1,001 - $15,000 |
| SKYWORKS SOLUTIONS INC |
SWKS |
STOCK |
sale
|
March 18, 2020 |
$1,001 - $15,000 |
| ALEXANDRIA REAL ESTATE E REIT |
ARE |
REAL ESTATE |
purchase
|
March 18, 2020 |
$15,001 - $50,000 |
| DELTA AIR LINES INC DEL |
DAL |
STOCK |
purchase
|
March 18, 2020 |
$15,001 - $50,000 |
| STANDARDAERO INC |
SAD |
STOCK |
purchase
|
March 18, 2020 |
$15,001 - $50,000 |
| UNIVERSAL DISPLAY CORP |
ULDP |
STOCK |
sale
|
March 18, 2020 |
Yes $15,001 - $50,000 |
| AMERICAN INTL GROUP INC |
AIG |
STOCK |
purchase
|
March 18, 2020 |
$15,001 - $50,000 |
| SMURFITT WESTROCK PLC F |
SW |
STOCK |
purchase
|
March 18, 2020 |
$15,001 - $50,000 |
| WEYERHAEUSER CO REIT |
WY |
REAL ESTATE |
purchase
|
March 18, 2020 |
$15,001 - $50,000 |
| BERKSHIRE HATHAWAY CLASS B |
BRK.B |
STOCK |
sale
|
March 18, 2020 |
Yes $50,001 - $100,000 |
| LINDE PLC F |
LIN |
STOCK |
purchase
|
March 18, 2020 |
$15,001 - $50,000 |
| PALANTIR TECHNOLOGIES IN CLASS A |
PLTR |
STOCK |
purchase
|
March 18, 2020 |
$100,001 - $250,000 |
| NETFLIX INC |
NFLX |
STOCK |
sale
|
March 18, 2020 |
$1,001 - $15,000 |
| WHIRLPOOL CORP |
WHR |
STOCK |
purchase
|
March 18, 2020 |
$15,001 - $50,000 |
| TEXAS INSTRS INC |
TXN |
STOCK |
purchase
|
March 18, 2020 |
$15,001 - $50,000 |
| BLOCK H & R INC |
HAS |
STOCK |
purchase
|
March 18, 2020 |
$15,001 - $50,000 |
| WREHOUSE CORP INC |
|
STOCK |
sale
|
March 18, 2020 |
Yes $15,001 - $50,000 |
| COGNIZANT TECHNOLOGY SOL CLASS A |
CTSH |
STOCK |
sale
|
March 18, 2020 |
Yes $15,001 - $50,000 |
| AMAZON.COM INC |
AMZN |
STOCK |
purchase
|
March 18, 2020 |
$250,001 - $500,000 |
| WATERS CORP |
WTRS |
STOCK |
purchase
|
March 18, 2020 |
$15,001 - $50,000 |
| PROGRESSIVE CORP DH |
PGR |
STOCK |
purchase
|
March 18, 2020 |
$100,001 - $250,000 |
| CIBE GROUP INC CLASS A |
CIBE |
STOCK |
purchase
|
March 18, 2020 |
$15,001 - $50,000 |
| SNOWFLAKE INC CLASS A |
SNOW |
STOCK |
purchase
|
March 18, 2020 |
$15,001 - $50,000 |
| GARTNER INC |
IT |
STOCK |
purchase
|
March 18, 2020 |
$15,001 - $50,000 |
| GENUINE PARTS CO |
GP |
STOCK |
purchase
|
March 18, 2020 |
$15,001 - $50,000 |
| HUBSPOT INC |
HUBS |
STOCK |
purchase
|
March 18, 2020 |
$15,001 - $50,000 |
| MOOG INC CORP |
MOG |
STOCK |
purchase
|
March 18, 2020 |
$100,001 - $250,000 |
| VERISK ANALYTICS INC CLASS A |
VRSC |
STOCK |
purchase
|
March 18, 2020 |
$15,001 - $50,000 |
| NXP SEMICONDUCTORS N V F |
NXPI |
STOCK |
sale
|
March 18, 2020 |
Yes $100,001 - $250,000 |
| LITHIA MTRS INC CLASS A |
LAD |
STOCK |
purchase
|
March 18, 2020 |
$50,001 - $100,000 |
| GLOBAL PATS INC |
|
PRIVATE EQUITY |
purchase
|
March 18, 2020 |
$15,001 - $50,000 |
| BRISTOL MYERS SQUIBB CO |
BMY |
STOCK |
purchase
|
March 18, 2020 |
$15,001 - $50,000 |
| WVR INC |
|
nan |
purchase
|
March 18, 2020 |
$50,001 - $100,000 |
| GALLAGHER ARTHUR J & CO |
AJG |
STOCK |
sale
|
March 18, 2020 |
$15,001 - $50,000 |
| WATSCO INC |
WSO |
STOCK |
purchase
|
March 18, 2020 |
$50,001 - $100,000 |
| NETFLIX INC |
NFLX |
STOCK |
sale
|
March 18, 2020 |
Yes $50,001 - $100,000 |
| PALO ALTO NETWORKS INC |
PANW |
STOCK |
sale
|
March 18, 2020 |
Yes $50,001 - $100,000 |
| THERMO FISHER SCIENTIFIC |
TMO |
STOCK |
sale
|
March 18, 2020 |
Yes $50,001 - $100,000 |
| PYPL, HLDGS INC |
PYPL |
STOCK |
purchase
|
March 18, 2020 |
$50,001 - $100,000 |
| GENERAL MILLS CO INC |
GIS |
STOCK |
purchase
|
March 18, 2020 |
$50,001 - $100,000 |
| COREBRIDGE FINL INC |
CRBG |
STOCK |
purchase
|
March 18, 2020 |
$50,001 - $100,000 |
| ISUZU INC |
ISUZU |
STOCK |
sale
|
March 18, 2020 |
Yes $100,001 - $250,000 |
| CENTRAL CORP DEL |
|
nan |
purchase
|
March 18, 2020 |
$15,001 - $50,000 |
| CORPAY INC |
CTPY |
STOCK |
purchase
|
March 18, 2020 |
$50,001 - $100,000 |
| BAXTER INTL INC |
BAX |
STOCK |
purchase
|
March 18, 2020 |
$15,001 - $50,000 |
| GODIVARY INC CLASS A |
|
STOCK |
purchase
|
March 18, 2020 |
$15,001 - $50,000 |
| MONGODB INC CLASS A |
MDB |
STOCK |
sale
|
March 18, 2020 |
$15,001 - $50,000 |
| ULTA BEAUTY INC |
ULTA |
STOCK |
sale
|
March 18, 2020 |
Yes $1,001 - $15,000 |
| LENNAR CORP CLASS A |
LEN |
STOCK |
sale
|
March 18, 2020 |
Yes $50,001 - $100,000 |
| PRUDENTIAL FINL INC |
PRU |
STOCK |
sale
|
March 18, 2020 |
Yes $50,001 - $100,000 |
| BOOKING HLGS INC FORWARD SPLIT WITH STOCK SPLIT SHARES |
BKNG |
STOCK |
purchase
|
March 18, 2020 |
$100,001 - $250,000 |
| FREE SCALE CORP |
|
PRIVATE EQUITY |
purchase
|
March 18, 2020 |
$50,001 - $100,000 |
| DXC INX INC CLASS A |
DXC |
STOCK |
sale
|
March 18, 2020 |
Yes $50,001 - $100,000 |
| VEEVA SYS INC CLASS A |
VEEV |
STOCK |
purchase
|
March 18, 2020 |
$50,001 - $100,000 |
| ATLASSIAN CORP CLASS A |
TEAM |
STOCK |
sale
|
March 18, 2020 |
Yes $50,001 - $100,000 |
| EQUITABLE HLDGS INC |
EQH |
STOCK |
purchase
|
March 18, 2020 |
$50,001 - $100,000 |
| UNITEDHEALTH GROUP INC |
UNH |
STOCK |
purchase
|
March 18, 2020 |
$50,001 - $100,000 |
| ROPER TECHNOLOGIES INC |
ROP |
STOCK |
purchase
|
March 18, 2020 |
$50,001 - $100,000 |
| SALESFORCE INC |
CRM |
STOCK |
purchase
|
March 18, 2020 |
$250,001 - $500,000 |
| ZILLOW GROUP INC CLASS C |
ZG |
STOCK |
purchase
|
March 18, 2020 |
$15,001 - $50,000 |
| VERALTO CORP |
VLTO |
STOCK |
purchase
|
March 17, 2020 |
$1,001 - $15,000 |
| NVR INC |
NVR |
STOCK |
sale
|
March 17, 2020 |
$500,001 - $1,000,000 |
| XCEL ENERGY INC |
XEL |
STOCK |
purchase
|
March 17, 2020 |
$1,001 - $15,000 |
| MICROCHIP TECHNOLOGY INC |
MCHP |
STOCK |
sale
|
March 17, 2020 |
$500,001 - $1,000,000 |
| WALMART INC |
WMT |
STOCK |
purchase
|
March 17, 2020 |
$250,001 - $500,000 |
| THERMO FISHER SCIENTIFIC |
TMO |
STOCK |
sale
|
March 17, 2020 |
$1,001 - $15,000 |
| ASTERA LABS INC |
ALAB |
STOCK |
purchase
|
March 17, 2020 |
$1,001 - $15,000 |
| CHIPOTLE MEXICAN GRILL INC |
CMG |
STOCK |
sale
|
March 17, 2020 |
$500,001 - $1,000,000 |
| PPL CORP |
PPL |
STOCK |
purchase
|
March 17, 2020 |
$1,001 - $15,000 |
| PULTE GROUP INC |
PHM |
STOCK |
sale
|
March 17, 2020 |
Yes $50,001 - $100,000 |
| WALT DISNEY COMPANY COM |
DIS |
STOCK |
sale
|
March 17, 2020 |
$1,000,001 - $5,000,000 |
| NVIDIA CORP |
NVDA |
STOCK |
purchase
|
March 17, 2020 |
$50,001 - $100,000 |
| ENTERGY CORP NEW |
NEE |
STOCK |
purchase
|
March 17, 2020 |
$1,001 - $15,000 |
| WILLIAMS SONOMA INC COM |
WSM |
STOCK |
purchase
|
March 17, 2020 |
$50,001 - $100,000 |
| CHURCH & DWIGHT INC |
CHD |
STOCK |
purchase
|
March 17, 2020 |
$100,001 - $250,000 |
| TRANSDYNE GM GROUP INC |
|
PRIVATE EQUITY |
purchase
|
March 17, 2020 |
$1,001 - $15,000 |
| INTUITIVE SURGICAL INC |
ISRG |
STOCK |
sale
|
March 17, 2020 |
Yes $1,001 - $15,000 |
| CITIGROUP INC |
C |
STOCK |
sale
|
March 17, 2020 |
$1,001 - $15,000 |
| GENERAC HLDGS INC |
GNRC |
STOCK |
purchase
|
March 17, 2020 |
$15,001 - $50,000 |
| AIR PRODUCTS & CHEMICALS INC |
APD |
STOCK |
purchase
|
March 17, 2020 |
$15,001 - $50,000 |
| PRUDENTIAL FINANCIAL INC |
PRU |
STOCK |
sale
|
March 17, 2020 |
Yes $1,001 - $15,000 |
| AMCOR PLC |
AMCR |
STOCK |
purchase
|
March 17, 2020 |
$50,001 - $100,000 |
| CEX CORPORATION |
|
nan |
purchase
|
March 17, 2020 |
$50,001 - $100,000 |
| NVIDIA CORP |
NVDA |
STOCK |
sale
|
March 17, 2020 |
$500,001 - $1,000,000 |
| THERMO FISHER SCIENTIFIC |
TMO |
STOCK |
purchase
|
March 17, 2020 |
$1,001 - $15,000 |
| LUMENRTUM HOLDINGS INC |
LUMN |
STOCK |
purchase
|
March 17, 2020 |
$15,001 - $50,000 |
| PNC FINL SERVICES |
PNC |
STOCK |
purchase
|
March 17, 2020 |
$1,001 - $15,000 |
| SCHWAB GOVERNMENT MONEY FUND |
SNVXX |
FUND |
purchase
|
March 17, 2020 |
$1,000,001 - $5,000,000 |
| PFIZER INC |
PFE |
STOCK |
purchase
|
March 17, 2020 |
$1,001 - $15,000 |
| META PLATFORMS INC CLASS A |
META |
STOCK |
purchase
|
March 17, 2020 |
$15,001 - $50,000 |
| VERIZON COMMUNICATIONS INC |
VZ |
STOCK |
purchase
|
March 17, 2020 |
$15,001 - $50,000 |
| UNITEDHEALTH GROUP INC |
UNH |
STOCK |
purchase
|
March 17, 2020 |
$15,001 - $50,000 |
| DOORDASH INC CL A |
DASH |
STOCK |
purchase
|
March 17, 2020 |
$500,001 - $1,000,000 |
| LAMB WESTON HLOGS INC COM |
LW |
STOCK |
purchase
|
March 17, 2020 |
$15,001 - $50,000 |
| COPART INC |
CPRT |
STOCK |
sale
|
March 17, 2020 |
Yes $1,001 - $15,000 |
| EQUINIX INC REIT |
EQIX |
REAL ESTATE |
purchase
|
March 17, 2020 |
$1,001 - $15,000 |
| DATADOG INC CL A COM |
DDOG |
STOCK |
purchase
|
March 17, 2020 |
$500,001 - $1,000,000 |
| DURE ENERGY CORP NEW |
|
STOCK |
purchase
|
March 17, 2020 |
$1,001 - $15,000 |
| VERTIV HLDGS CO CLASS A |
VRT |
STOCK |
purchase
|
March 17, 2020 |
$1,001 - $15,000 |
| CAPITAL ONE FINL CORP |
COF |
STOCK |
sale
|
March 17, 2020 |
$500,001 - $1,000,000 |
| SANDSIK CORP |
|
STOCK |
purchase
|
March 17, 2020 |
$1,001 - $15,000 |
| VERISIK ANALYTICS INC CLASS A |
VRIS |
STOCK |
purchase
|
March 17, 2020 |
$1,001 - $15,000 |
| TAPESTRY INC COM |
TPR |
STOCK |
purchase
|
March 17, 2020 |
$50,001 - $100,000 |
| WESTNET MGMT INC DEL |
|
STOCK |
purchase
|
March 17, 2020 |
$100,001 - $250,000 |
| THE CIGNA GROUP |
CI |
STOCK |
purchase
|
March 17, 2020 |
$1,001 - $15,000 |
| INTERNATIONAL FLAVORS & FRAGRANCES INC |
IFF |
STOCK |
purchase
|
March 17, 2020 |
$1,001 - $15,000 |
| AMAZON.COM INC |
AMZN |
STOCK |
purchase
|
March 17, 2020 |
$50,001 - $100,000 |
| ZEBRA TECHNOLOGIES CORP CL A |
ZBRA |
STOCK |
sale
|
March 17, 2020 |
$500,001 - $1,000,000 |
| AXON ENTERPRISE INC |
AXON |
STOCK |
purchase
|
March 17, 2020 |
$1,001 - $15,000 |
| BOSTON SCIENTIFIC CORP COM |
BSX |
STOCK |
purchase
|
March 17, 2020 |
$500,001 - $1,000,000 |
| MCDONALDS CORP |
MCD |
STOCK |
purchase
|
March 17, 2020 |
$1,001 - $15,000 |
| EXACT SCIENCES CORP |
EXAS |
STOCK |
purchase
|
March 17, 2020 |
$1,001 - $15,000 |
| EMCOR GROUP INC SALE |
EME |
STOCK |
sale
|
March 17, 2020 |
$500,001 - $1,000,000 |
| AMCOR PLC COM NEW |
AMCR |
STOCK |
sale
|
March 17, 2020 |
Yes $1,001 - $15,000 |
| CDW CORP |
CDW |
STOCK |
sale
|
March 17, 2020 |
$1,000,001 - $5,000,000 |
| BOEING COMPANY COM |
BA |
STOCK |
sale
|
March 17, 2020 |
$500,001 - $1,000,000 |
| INTERCONTINENTALEXCHANGE INC |
ICE |
STOCK |
purchase
|
March 17, 2020 |
$250,001 - $500,000 |
| PEPSICO INC |
PEP |
STOCK |
purchase
|
March 17, 2020 |
$1,001 - $15,000 |
| NXP SEMICONDUCTORS N V |
NXPI |
STOCK |
sale
|
March 17, 2020 |
$15,001 - $50,000 |
| BLACKROCK INC NEW |
BLK |
STOCK |
purchase
|
March 17, 2020 |
$1,001 - $15,000 |
| CHUBB LTD F |
CB |
STOCK |
purchase
|
March 17, 2020 |
$1,001 - $15,000 |
| EMERSON ELEC CO |
EMR |
STOCK |
purchase
|
March 17, 2020 |
$1,001 - $15,000 |
| SOLVENTUM CORP |
SOLV |
STOCK |
sale
|
March 17, 2020 |
$1,001 - $15,000 |
| UNITED RENTALS INC |
URI |
STOCK |
sale
|
March 16, 2020 |
Yes $50,001 - $100,000 |
| DOORDASH INC CLASS A |
DASH |
STOCK |
purchase
|
March 16, 2020 |
$50,001 - $100,000 |
| ZIMMER BIOMET HLDGS INC |
ZBH |
STOCK |
purchase
|
March 16, 2020 |
$15,001 - $50,000 |
| FIDELITY NATL INFORMATIO |
FNINX |
FUND |
purchase
|
March 15, 2020 |
$100,001 - $250,000 |
| BLACKROCK INC NEW |
BLK |
STOCK |
purchase
|
March 15, 2020 |
$100,001 - $250,000 |
| BROWN & BROWN INC |
BRO |
STOCK |
purchase
|
March 15, 2020 |
$50,001 - $100,000 |
| ONITY ELECTRONICS INC UNSOLICITED |
|
STOCK |
purchase
|
March 12, 2020 |
$15,001 - $50,000 |
| PEPSICO INC UNSOLICITED |
PEP |
STOCK |
purchase
|
March 12, 2020 |
$15,001 - $50,000 |
| LILLY EL& CO UNSOLICITED |
LLY |
STOCK |
purchase
|
March 12, 2020 |
$50,001 - $100,000 |
| IBM CORP |
IBM |
STOCK |
sale
|
March 12, 2020 |
$1,001 - $15,000 |
| COSTCO WHOLESALE CORP UNSOLICITED |
COST |
STOCK |
purchase
|
March 12, 2020 |
$15,001 - $50,000 |
| AMPLI INC |
AMPL |
STOCK |
purchase
|
March 12, 2020 |
$100,001 - $250,000 |
| LAM RESEARCH CORP UNSOLICITED |
LRCX |
STOCK |
purchase
|
March 12, 2020 |
$50,001 - $100,000 |
| INTERCONTINENTAL EXCHANG |
ICE |
STOCK |
sale
|
March 12, 2020 |
$1,001 - $15,000 |
| BERKSHIRE HATHAWAY CLASS B |
BRK.B |
STOCK |
purchase
|
March 12, 2020 |
$100,001 - $250,000 |
| EXXON MOBIL CORP'UNSOLICITED |
XOM |
STOCK |
purchase
|
March 12, 2020 |
$50,001 - $100,000 |
| AMDOCS LTD F |
AMDC |
STOCK |
purchase
|
March 12, 2020 |
$50,001 - $100,000 |
| WOO & CO INC |
|
PRIVATE EQUITY |
purchase
|
March 12, 2020 |
$100,001 - $250,000 |
| ALPHABET INC CL A UNSOLICITED |
GOOGL |
STOCK |
purchase
|
March 12, 2020 |
$250,001 - $500,000 |
| APPLE INC UNSOLICITED |
AAPL |
STOCK |
purchase
|
March 12, 2020 |
$250,001 - $500,000 |
| BERKSHIRE HATHAWAY INC NEW CL B UNSOLICITED |
BRK.B |
STOCK |
purchase
|
March 12, 2020 |
$50,001 - $100,000 |
| AVANTOR INC |
AVTR |
STOCK |
purchase
|
March 12, 2020 |
$15,001 - $50,000 |
| JPMORGAN CHASE & CO UNSOLICITED |
JPM |
STOCK |
purchase
|
March 12, 2020 |
$50,001 - $100,000 |
| CONOCOPHILLIPS UNSOLICITED |
COP |
STOCK |
purchase
|
March 12, 2020 |
$15,001 - $50,000 |
| VISA INC CL A UNSOLICITED |
V |
STOCK |
purchase
|
March 12, 2020 |
$15,001 - $50,000 |
| COUPANG INC CLASS A |
CPNG |
STOCK |
purchase
|
March 12, 2020 |
$100,001 - $250,000 |
| PAYLOADY HLOG CORP |
|
STOCK |
purchase
|
March 12, 2020 |
$1,001 - $15,000 |
| PROCTER & GAMBLE CO UNSOLICITED |
PG |
STOCK |
purchase
|
March 12, 2020 |
$15,001 - $50,000 |
| T ROWE PRICE GROUP INC |
TROW |
STOCK |
sale
|
March 11, 2020 |
$1,001 - $15,000 |
| APPLE INC UNSOLICITED |
AAPL |
STOCK |
purchase
|
March 11, 2020 |
$250,001 - $500,000 |
| ALPHABET INC CL A UNSOLICITED |
GOOGL |
STOCK |
purchase
|
March 11, 2020 |
$250,001 - $500,000 |
| EATON CORP PLC UNSOLICITED |
ETN |
STOCK |
purchase
|
March 11, 2020 |
$15,001 - $50,000 |
| NXP SEMICONDUCTORS N V COM EUR UNSOLICITED |
NXPI |
STOCK |
purchase
|
March 11, 2020 |
$15,001 - $50,000 |
| NETFLIX INC UNSOLICITED |
NFLX |
STOCK |
purchase
|
March 11, 2020 |
$15,001 - $50,000 |
| ANALOG DEVICES INC UNSOLICITED |
ADI |
STOCK |
purchase
|
March 11, 2020 |
$15,001 - $50,000 |
| INTEL CORP UNSOLICITED |
INTC |
STOCK |
purchase
|
March 11, 2020 |
$15,001 - $50,000 |
| COSTCO WHOLESALE CORP UNSOLICITED |
COST |
STOCK |
purchase
|
March 11, 2020 |
$15,001 - $50,000 |
| CISCO SYSTEMS INC UNSOLICITED |
CSCO |
STOCK |
purchase
|
March 11, 2020 |
$15,001 - $50,000 |
| EXXON MOBIL CORP UNSOLICITED |
XOM |
STOCK |
purchase
|
March 11, 2020 |
$15,001 - $50,000 |
| CHEVRON CORP UNSOLICITED |
CVX |
STOCK |
purchase
|
March 11, 2020 |
$15,001 - $50,000 |
| KEYSIGHT TECHNOLOGIES INC COM UNSOLICITED |
KEYS |
STOCK |
purchase
|
March 11, 2020 |
$15,001 - $50,000 |
| UBER TECHNOLOGIES INC UNSOLICITED |
UBER |
STOCK |
purchase
|
March 11, 2020 |
$15,001 - $50,000 |
| DATADOG INC UNSOLICITED |
DDOG |
STOCK |
purchase
|
March 11, 2020 |
$15,001 - $50,000 |
| EOG RESOURCES INC UNSOLICITED |
EOG |
STOCK |
purchase
|
March 11, 2020 |
$15,001 - $50,000 |
| VISA INC CL A UNSOLICITED |
V |
STOCK |
purchase
|
March 11, 2020 |
$15,001 - $50,000 |
| EQUINIX INC REIT UNSOLICITED |
EQIX |
REAL ESTATE |
purchase
|
March 11, 2020 |
$15,001 - $50,000 |
| LAM RESEARCH CORP UNSOLICITED |
LRCX |
STOCK |
purchase
|
March 11, 2020 |
$50,001 - $100,000 |
| ROSS STORES INC UNSOLICITED |
ROST |
STOCK |
purchase
|
March 11, 2020 |
$15,001 - $50,000 |
| LILLY EL & CO UNSOLICITED |
LLY |
STOCK |
purchase
|
March 11, 2020 |
$50,001 - $100,000 |
| EXPAND ENERGY CORP UNSOLICITED |
|
PRIVATE EQUITY |
purchase
|
March 11, 2020 |
$15,001 - $50,000 |
| DIGITAL REALTY TRUST INC REIT UNSOLICITED |
DLR |
REAL ESTATE |
purchase
|
March 11, 2020 |
$15,001 - $50,000 |
| APPLIED MATERIALS INC UNSOLICITED |
AMAT |
STOCK |
purchase
|
March 11, 2020 |
$50,001 - $100,000 |
| SANDISK CORP UNSOLICITED |
|
BOND |
purchase
|
March 11, 2020 |
$15,001 - $50,000 |
| GE VERNOVA LLC COM UNSOLICITED |
GEV |
STOCK |
purchase
|
March 11, 2020 |
$15,001 - $50,000 |
| DELL TECHNOLOGIES INC CL C UNSOLICITED |
DELL |
STOCK |
purchase
|
March 11, 2020 |
$15,001 - $50,000 |
| MICROCHIP TECHNOLOGY INC UNSOLICITED |
MCHP |
STOCK |
purchase
|
March 11, 2020 |
$15,001 - $50,000 |
| CROWNSTRIKE H.LOGS INC CL A UNSOLICITED |
|
STOCK |
purchase
|
March 11, 2020 |
$15,001 - $50,000 |
| TELEDYNE TECHNOLOGIES INC UNSOLICITED |
TDY |
STOCK |
purchase
|
March 11, 2020 |
$15,001 - $50,000 |
| DUKE ENERGY CORP NEW UNSOLICITED |
DUK |
STOCK |
purchase
|
March 11, 2020 |
$15,001 - $50,000 |
| TAKE-TWO INTERACTIVE SOFTWARE UNSOLICITED |
TTWO |
STOCK |
purchase
|
March 11, 2020 |
$15,001 - $50,000 |
| RTX CORP UNSOLICITED |
RTX |
STOCK |
purchase
|
March 11, 2020 |
$15,001 - $50,000 |
| VERISK ANALYTICS INC UNSOLICITED |
VRK |
STOCK |
purchase
|
March 11, 2020 |
$15,001 - $50,000 |
| SKYWORKS SOLUTIONS INC UNSOLICITED |
SWKS |
STOCK |
purchase
|
March 11, 2020 |
$15,001 - $50,000 |
| NORDSON CORP UNSOLICITED |
NDSN |
STOCK |
purchase
|
March 11, 2020 |
$15,001 - $50,000 |
| UNITEDHEALTH GROUP INC UNSOLICITED |
UNH |
STOCK |
purchase
|
March 11, 2020 |
$15,001 - $50,000 |
| WISTN DIGITAL CORP UNSOLICITED |
|
STOCK |
purchase
|
March 11, 2020 |
$15,001 - $50,000 |
| NETAPP INC UNSOLICITED |
NTAP |
STOCK |
purchase
|
March 11, 2020 |
$15,001 - $50,000 |
| TERADYNE INC UNSOLICITED |
TER |
STOCK |
purchase
|
March 11, 2020 |
$15,001 - $50,000 |
| JABIL INC UNSOLICITED |
JBL |
STOCK |
purchase
|
March 11, 2020 |
$15,001 - $50,000 |
| AKAMAI TECHNOLOGIES INC UNSOLICITED |
AKAM |
STOCK |
purchase
|
March 11, 2020 |
$15,001 - $50,000 |
| INTUITIVE SURG,CAL INC UNSOLICITED |
ISRG |
STOCK |
purchase
|
March 11, 2020 |
$15,001 - $50,000 |
| ISHARES CORE MSCI EMERGING MARKETS ETF |
IEMG |
ETF |
purchase
|
March 10, 2020 |
$500,001 - $1,000,000 |
| ISHARES MSCI JAPAN ETF |
EWJ |
ETF |
purchase
|
March 10, 2020 |
$50,001 - $100,000 |
| INVESCO QQQ TR |
QQQ |
ETF |
purchase
|
March 10, 2020 |
$100,001 - $250,000 |
| STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF |
XLK |
ETF |
purchase
|
March 10, 2020 |
$250,001 - $500,000 |
| STATE STREET CONSUMER DISCRETIONARY SELECTION SECTOR SPON ETF |
XCD |
ETF |
purchase
|
March 10, 2020 |
$100,001 - $250,000 |
| BUNGE GLOBAL SA COM SHS |
BG |
STOCK |
purchase
|
March 10, 2020 |
$15,001 - $50,000 |
| LULULEMON ATHLETICA INC |
LULU |
STOCK |
sale
|
March 10, 2020 |
$1,001 - $15,000 |
| IRWIN'S GOLD TRUST |
|
FUND |
purchase
|
March 10, 2020 |
$100,001 - $250,000 |
| ISHARES CURRENCY HEDGED MSCI EUROZONE ETF |
HEZU |
ETF |
purchase
|
March 10, 2020 |
$100,001 - $250,000 |
| ISHARES CORE MSCI PACIFIC ETF |
EPAC |
ETF |
purchase
|
March 10, 2020 |
$100,001 - $250,000 |
| ISHARES MSCI CANADA ETF |
XIC |
ETF |
purchase
|
March 10, 2020 |
$50,001 - $100,000 |
| STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPON ETF |
XLC |
ETF |
purchase
|
March 10, 2020 |
$100,001 - $250,000 |
| STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF |
XLP |
ETF |
purchase
|
March 10, 2020 |
$100,001 - $250,000 |
| SL GREEN RLTY CORP |
SLG |
REAL ESTATE |
purchase
|
March 9, 2020 |
$50,001 - $100,000 |
| 500 Global Inc Com Solicited Order Discretion Exercised |
|
STOCK |
sale
|
March 6, 2020 |
$1,001 - $15,000 |
| Te Connectivity Plc Ord Shs IntlIsin000wnq81 Solicited Order Discretion Exercised |
TEL |
STOCK |
sale
|
March 6, 2020 |
$15,001 - $50,000 |
| Intuitive Surgical Inc Com New Solicited Order Discretion Exercised |
ISRG |
STOCK |
sale
|
March 6, 2020 |
$15,001 - $50,000 |
| Honeywell Int l Inc Com Solicited Order Discretion Exercised |
HON |
STOCK |
sale
|
March 6, 2020 |
$15,001 - $50,000 |
| Ishares Ms Trust Ease Value Ef T Ef E1127550327077-00497 Average Unit Price Transaction Your Broker Acted As Agent |
IVE |
ETF |
purchase
|
March 6, 2020 |
$500,001 - $1,000,000 |
| Alphabet Inc Cap Stk Cl C With Due Bills Solicitied Order Discretion Exercised As Agent |
GOOG |
STOCK |
sale
|
March 6, 2020 |
Yes $50,001 - $100,000 |
| Lam Res Corp Com New Sol Solicited Order Discretion Exercised |
LRCX |
STOCK |
sale
|
March 6, 2020 |
$1,001 - $15,000 |
| Salesforce Inc Com Solicited Order Discretion Exercised |
CRM |
STOCK |
sale
|
March 6, 2020 |
$1,001 - $15,000 |
| Crne Group Inc Com With Due Billa Average Unit Price Transaction Your Broker Acted As Agent |
|
STOCK |
sale
|
March 6, 2020 |
Yes $15,001 - $50,000 |
| Invesco Exchange traded Ft S&P 500 Momentum ETF Solicited Order Discretion Exercised |
SPMO |
ETF |
purchase
|
March 6, 2020 |
$500,001 - $1,000,000 |
| Mcdonalds Corp Com Solp Solicited Order Discretion Exercised |
MCD |
STOCK |
sale
|
March 6, 2020 |
$1,001 - $15,000 |
| Eaton Corporation Plc Shrs New 0000b00000297 With Due Bills Solicited Order Discretion Exercised |
ETN |
STOCK |
sale
|
March 5, 2020 |
Yes $1,001 - $15,000 |
| STATE STREET ENERGY SELECT SECTOR SPDR ETF |
XLE |
ETF |
purchase
|
March 5, 2020 |
$500,001 - $1,000,000 |
| ISHARES MSCI CANADA ETF |
XIC |
ETF |
purchase
|
March 5, 2020 |
$500,001 - $1,000,000 |
| WINMARK CORP |
WINA |
STOCK |
purchase
|
March 4, 2020 |
$15,001 - $50,000 |
| MAGNOLIA OIL & GAS CORP CLASS A |
MGY |
STOCK |
purchase
|
March 4, 2020 |
$15,001 - $50,000 |
| STE SRT ORDN STK S SLCT SGR SPDN ETF |
SPDN |
ETF |
purchase
|
March 4, 2020 |
$50,001 - $100,000 |
| INNOSPEC INC |
IOSP |
STOCK |
purchase
|
March 4, 2020 |
$50,001 - $100,000 |
| FRANKLIN ELEC INC |
FLEC |
STOCK |
purchase
|
March 4, 2020 |
$50,001 - $100,000 |
| JACKSON FIN, INC CLASS A |
JXFN |
STOCK |
purchase
|
March 4, 2020 |
$15,001 - $50,000 |
| RANGER MED INC |
|
PRIVATE EQUITY |
purchase
|
March 4, 2020 |
$15,001 - $50,000 |
| VICOR CORP |
VICR |
STOCK |
purchase
|
March 4, 2020 |
$15,001 - $50,000 |
| NOLTURENTERNE WORLD WIDE INC |
|
STOCK |
purchase
|
March 4, 2020 |
$15,001 - $50,000 |
| CORCEPT THERAPEUTICS INC |
CORT |
STOCK |
purchase
|
March 4, 2020 |
$15,001 - $50,000 |
| HMNRVIS SVCS CORP |
|
STOCK |
purchase
|
March 4, 2020 |
$50,001 - $100,000 |
| HP INC |
HPQ |
STOCK |
sale
|
March 4, 2020 |
$1,001 - $15,000 |
| SAMANIA CORP |
|
nan |
purchase
|
March 4, 2020 |
$15,001 - $50,000 |
| ENOVA INTL INC |
EVA |
STOCK |
purchase
|
March 4, 2020 |
$15,001 - $50,000 |
| HCI GROUP INC |
HCI |
STOCK |
purchase
|
March 4, 2020 |
$15,001 - $50,000 |
| PJT PARTNERS INC CLASS A |
PJT |
STOCK |
purchase
|
March 4, 2020 |
$15,001 - $50,000 |
| VANGUARD TOTAL STOCK MARKET INDEX FUND ETF ETF SHARES |
VTI |
ETF |
purchase
|
March 4, 2020 |
$250,001 - $500,000 |
| STONEX GROUP INC |
SNEX |
STOCK |
purchase
|
March 4, 2020 |
$15,001 - $50,000 |
| BIOIRE SOLUTIONS INT INC |
|
STOCK |
purchase
|
March 4, 2020 |
$15,001 - $50,000 |
| ISHARES CRNY HG MSCI EURZN ETF |
IHYG |
ETF |
purchase
|
March 4, 2020 |
$50,001 - $100,000 |
| VIRTU FIN INC CLASS A |
VIRT |
STOCK |
purchase
|
March 4, 2020 |
$15,001 - $50,000 |
| AMNEAL PHARMACEUTICALS I CLASS A |
AMRX |
STOCK |
purchase
|
March 4, 2020 |
$15,001 - $50,000 |
| KADANT INC |
KDT |
STOCK |
purchase
|
March 4, 2020 |
$15,001 - $50,000 |
| OTTER TAIL CORP |
|
PRIVATE EQUITY |
purchase
|
March 4, 2020 |
$15,001 - $50,000 |
| DXP ENTERPRISES INC |
DXP |
STOCK |
purchase
|
March 4, 2020 |
$15,001 - $50,000 |
| CARMAX INC |
KMX |
STOCK |
purchase
|
March 4, 2020 |
$15,001 - $50,000 |
| WILLSCOT HLDGS CO A CLASS A |
WX |
STOCK |
purchase
|
March 4, 2020 |
$15,001 - $50,000 |
| QUIDELORTHO CORP |
QORT |
STOCK |
purchase
|
March 4, 2020 |
$15,001 - $50,000 |
| REDWOOD TR INC REIT |
RNT |
REAL ESTATE |
purchase
|
March 4, 2020 |
$15,001 - $50,000 |
| BOX INC CLASS A |
BOX |
STOCK |
purchase
|
March 4, 2020 |
$15,001 - $50,000 |
| CHEESECAKE FACTORY INC |
CAKE |
STOCK |
purchase
|
March 4, 2020 |
$15,001 - $50,000 |
| RUSH ENTERPRISES INC CLASS A |
NUSH |
STOCK |
purchase
|
March 4, 2020 |
$15,001 - $50,000 |
| ISHARES CORE MSCI PACIFIC ETF |
EPAC |
ETF |
purchase
|
March 4, 2020 |
$50,001 - $100,000 |
| MILLERNOLL INC |
MLM |
STOCK |
purchase
|
March 4, 2020 |
$15,001 - $50,000 |
| PLEXUS CORP |
PLXS |
STOCK |
purchase
|
March 4, 2020 |
$15,001 - $50,000 |
| VIASAT INC |
VSAT |
STOCK |
purchase
|
March 4, 2020 |
$15,001 - $50,000 |
| SYLVANO CORP |
|
nan |
purchase
|
March 4, 2020 |
$15,001 - $50,000 |
| MARKETAXESS HLDGS INC |
MKTX |
STOCK |
purchase
|
March 4, 2020 |
$15,001 - $50,000 |
| ARTISAN PARTNERS ASSET M CLASS A |
APAMX |
FUND |
purchase
|
March 4, 2020 |
$15,001 - $50,000 |
| ENERGIZER HLDGS INC NEW |
ENR |
STOCK |
purchase
|
March 4, 2020 |
$15,001 - $50,000 |
| ADT INC DEL |
ADT |
STOCK |
purchase
|
March 4, 2020 |
$15,001 - $50,000 |
| BLUE OWL CAPITAL INC CL A |
OBDC |
STOCK |
purchase
|
March 4, 2020 |
$1,001 - $15,000 |
| CALIFORNIA MNTS BNC GROUP |
|
BOND |
purchase
|
March 4, 2020 |
$15,001 - $50,000 |
| ISHARES US TREASURY BOND ETF |
GOVT |
ETF |
purchase
|
March 4, 2020 |
$250,001 - $500,000 |
| LXP INDUSTRIAL TRUST REIT |
LXP |
REAL ESTATE |
purchase
|
March 4, 2020 |
$15,001 - $50,000 |
| SHAKE SHACK INC CLASS A |
SHAK |
STOCK |
purchase
|
March 4, 2020 |
$15,001 - $50,000 |
| ISHARES CORE MSCI INTL DVLP MCT ETF |
IDEV |
ETF |
purchase
|
March 4, 2020 |
$100,001 - $250,000 |
| LKQ CORP |
LKQ |
STOCK |
purchase
|
March 4, 2020 |
$15,001 - $50,000 |
| SAREPTA THERAPEUTICS INC |
SRPT |
STOCK |
purchase
|
March 4, 2020 |
$15,001 - $50,000 |
| AXCELIS TECHNOLOGIES INC |
ACLS |
STOCK |
purchase
|
March 4, 2020 |
$15,001 - $50,000 |
| STATE STRET SEC SELECT SEC SPDR ETF |
SPLG |
ETF |
purchase
|
March 4, 2020 |
$250,001 - $500,000 |
| CAVCO INDS INC DEL |
CAV |
STOCK |
purchase
|
March 4, 2020 |
$15,001 - $50,000 |
| NEODG ENOMICS INC |
|
STOCK |
purchase
|
March 4, 2020 |
$15,001 - $50,000 |
| ENERPAC TOOL GROUP CORP CLASS A |
PTG |
STOCK |
purchase
|
March 4, 2020 |
$15,001 - $50,000 |
| CSW INDUSTRIALS INC |
CSWI |
STOCK |
purchase
|
March 4, 2020 |
$15,001 - $50,000 |
| FRESHPET INC |
FRPT |
STOCK |
purchase
|
March 4, 2020 |
$15,001 - $50,000 |
| HAYWARD HLOGS INC |
|
PRIVATE EQUITY |
purchase
|
March 4, 2020 |
$15,001 - $50,000 |
| ISHARES CORE MSCI EMERGING ETF |
IEMG |
ETF |
purchase
|
March 4, 2020 |
$500,001 - $1,000,000 |
| ISHARES MSCI JAPAN ETF |
EWJ |
ETF |
purchase
|
March 4, 2020 |
$50,001 - $100,000 |
| RALLIANT CORP |
|
PRIVATE EQUITY |
purchase
|
March 4, 2020 |
$15,001 - $50,000 |
| TERRENO RLTY CORP REIT |
TRNO |
REAL ESTATE |
purchase
|
March 4, 2020 |
$50,001 - $100,000 |
| STEPAN CO |
|
nan |
purchase
|
March 4, 2020 |
$15,001 - $50,000 |
| ADVANCE AUTO PTS INC |
AAP |
STOCK |
purchase
|
March 4, 2020 |
$15,001 - $50,000 |
| UNDER ARMOUR INC CLASS A |
UAA |
STOCK |
purchase
|
March 4, 2020 |
$15,001 - $50,000 |
| PIPER SANDLER COMPANIES |
|
STOCK |
purchase
|
March 4, 2020 |
$15,001 - $50,000 |
| GATES INTL CORP PLC F |
|
STOCK |
purchase
|
March 4, 2020 |
$15,001 - $50,000 |
| PATRICK INDGS INC |
PATK |
STOCK |
purchase
|
March 4, 2020 |
$15,001 - $50,000 |
| KINETIK HLDGS INC CLASS A |
KNF |
STOCK |
purchase
|
March 4, 2020 |
$15,001 - $50,000 |
| STEWART INFORMATION SVCS |
SIVN |
STOCK |
purchase
|
March 4, 2020 |
$15,001 - $50,000 |
| CLEANSPARK INC |
CLSK |
STOCK |
purchase
|
March 4, 2020 |
$15,001 - $50,000 |
| BANK HAWAII CORP |
BOH |
STOCK |
purchase
|
March 4, 2020 |
$15,001 - $50,000 |
| FIRST INT INT BANC SYSTEM I CLASS A |
FI |
STOCK |
purchase
|
March 4, 2020 |
$50,001 - $100,000 |
| RADON GROUP INC |
|
PRIVATE EQUITY |
purchase
|
March 4, 2020 |
$15,001 - $50,000 |
| UNITI GROUP INC NEW |
UNIT |
STOCK |
purchase
|
March 4, 2020 |
$15,001 - $50,000 |
| CHEFS WARE INC |
|
STOCK |
purchase
|
March 4, 2020 |
$15,001 - $50,000 |
| SEZZLE INC |
SZZL |
STOCK |
purchase
|
March 4, 2020 |
$15,001 - $50,000 |
| CORE NAT RES INC |
CNRI |
STOCK |
purchase
|
March 4, 2020 |
$15,001 - $50,000 |
| HNI CORP |
HNI |
STOCK |
purchase
|
March 4, 2020 |
$15,001 - $50,000 |
| PEDIATRIX MEDICAL GR |
MDNX |
STOCK |
purchase
|
March 4, 2020 |
$15,001 - $50,000 |
| CSG SYS INT INC |
|
FIXED INCOME |
purchase
|
March 4, 2020 |
$15,001 - $50,000 |
| CRESCENT ENERGY CO CLASS A |
CRGY |
STOCK |
purchase
|
March 4, 2020 |
$15,001 - $50,000 |
| MADERICH CO REIT |
|
REAL ESTATE |
purchase
|
March 4, 2020 |
$15,001 - $50,000 |
| XPEL INC |
XPEL |
STOCK |
purchase
|
March 4, 2020 |
$15,001 - $50,000 |
| CHAMPION HOMES INC |
CHMP |
STOCK |
purchase
|
March 4, 2020 |
$15,001 - $50,000 |
| EASTMAN CHEM CO |
EMN |
STOCK |
purchase
|
March 4, 2020 |
$50,001 - $100,000 |
| BRIGHTSPRING HEALTH SVCS |
|
PRIVATE EQUITY |
purchase
|
March 4, 2020 |
$50,001 - $100,000 |
| SIX FLAGS ENTMT CORP CLASS EQUITY |
FUN |
STOCK |
purchase
|
March 4, 2020 |
$15,001 - $50,000 |
| UPBOUND GROUP INC |
UPBD |
STOCK |
purchase
|
March 4, 2020 |
$15,001 - $50,000 |
| CINEMARK HLDGS INC |
CNK |
STOCK |
purchase
|
March 4, 2020 |
$15,001 - $50,000 |
| WSFS FIN CORP |
WSFS |
STOCK |
purchase
|
March 4, 2020 |
$50,001 - $100,000 |
| BANCOFIRST CORP |
BFC |
STOCK |
purchase
|
March 4, 2020 |
$15,001 - $50,000 |
| LIQUIDITY SVCS INC |
|
PRIVATE EQUITY |
purchase
|
March 4, 2020 |
$15,001 - $50,000 |
| JETBLUE AVYS CORP EQUITY CLASS EQUITY |
JBLU |
STOCK |
purchase
|
March 4, 2020 |
$15,001 - $50,000 |
| PARK NAT CORP |
|
nan |
purchase
|
March 4, 2020 |
$15,001 - $50,000 |
| RIXO INC |
|
nan |
purchase
|
March 4, 2020 |
$15,001 - $50,000 |
| WD 40 CO |
WDFC |
STOCK |
purchase
|
March 4, 2020 |
$15,001 - $50,000 |
| STATE STRT INDSLT SLCT SCTR SPOR ETF |
XLB |
ETF |
purchase
|
March 4, 2020 |
$50,001 - $100,000 |
| VISA INC CL A UNSOLICITED |
V |
STOCK |
purchase
|
March 3, 2020 |
$100,001 - $250,000 |
| WATERS CORP UNSOLICITED |
WTR |
STOCK |
purchase
|
March 2, 2020 |
$15,001 - $50,000 |
| EXPAND ENERGY CORP UNSOLICITED |
EXP |
STOCK |
purchase
|
March 2, 2020 |
$15,001 - $50,000 |
| RTX CORP UNSOLICITED |
RTX |
STOCK |
purchase
|
March 2, 2020 |
$15,001 - $50,000 |
| WSTN DIGITAL CORP UNSOLICITED |
|
STOCK |
purchase
|
March 2, 2020 |
$15,001 - $50,000 |
| NVIDIA CORP UNSOLICITED |
NVDA |
STOCK |
sale
|
March 2, 2020 |
$500,001 - $1,000,000 |
| TE CONNECTIVITY PLC UNSOLICITED |
TEL |
STOCK |
purchase
|
March 2, 2020 |
$50,001 - $100,000 |
| SOUTHERN CO UNSOLICITED |
SO |
STOCK |
purchase
|
March 2, 2020 |
$15,001 - $50,000 |
| LOCKHEED MARTIN CORP UNSOLICITED |
LMT |
STOCK |
purchase
|
March 2, 2020 |
$15,001 - $50,000 |
| NEKTERRA ENERGY INC COM UNSOLICITED |
|
STOCK |
purchase
|
March 2, 2020 |
$50,001 - $100,000 |
| PUBLIC SERVICE ENTERPRISE GROUP INC UNSOLICITED |
PEG |
STOCK |
purchase
|
March 2, 2020 |
$50,001 - $100,000 |
| PIM MORGNS NYLT INC UNSOLICITED |
|
FUND |
purchase
|
March 2, 2020 |
$50,001 - $100,000 |
| SUPER MICRO COMPUTER INC UNSOLICITED |
SMCI |
STOCK |
purchase
|
March 2, 2020 |
$50,001 - $100,000 |
| BLACKSTONE INC CL A UNSOLICITED |
BX |
STOCK |
purchase
|
March 2, 2020 |
$50,001 - $100,000 |
| MASTERCARD INC CL A UNSOLICITED |
MA |
STOCK |
purchase
|
March 2, 2020 |
$50,001 - $100,000 |
| PROCTER & GAMBLE CO UNSOLICITED |
PG |
STOCK |
purchase
|
March 2, 2020 |
$50,001 - $100,000 |
| GOADDDY INC CL A UNSOLICITED |
|
STOCK |
purchase
|
March 2, 2020 |
$15,001 - $50,000 |
| PALO ALTO NETWORKS INC UNSOLICITED |
PANW |
STOCK |
purchase
|
March 2, 2020 |
$50,001 - $100,000 |
| INTEL CORP UNSOLICITED |
INTC |
STOCK |
purchase
|
March 2, 2020 |
$50,001 - $100,000 |
| AUTODESK INC UNSOLICITED |
ADSK |
STOCK |
purchase
|
March 2, 2020 |
$50,001 - $100,000 |
| INTUIT UNSOLICITED |
INTU |
STOCK |
purchase
|
March 2, 2020 |
$50,001 - $100,000 |
| ARISTA NETWORKS INC UNSOLICITED |
ANET |
STOCK |
purchase
|
March 2, 2020 |
$50,001 - $100,000 |
| EL CORR |
|
nan |
purchase
|
March 2, 2020 |
$50,001 - $100,000 |
| BANK HAWK CORP |
BHKC |
STOCK |
purchase
|
March 2, 2020 |
$15,001 - $50,000 |
| CROWDSTRIKE HLDGS INC CL A UNSOLICITED |
CRWD |
STOCK |
purchase
|
March 2, 2020 |
$50,001 - $100,000 |
| TERADYNE INC UNSOLICITED |
TER |
STOCK |
purchase
|
March 2, 2020 |
$50,001 - $100,000 |
| NEWMONT CORP UNSOLICITED |
NEM |
STOCK |
purchase
|
March 2, 2020 |
$50,001 - $100,000 |
| STATE STREET SPDR S&P GLOBAL NATURAL RESOURCES ETF |
GNR |
ETF |
purchase
|
March 2, 2020 |
$50,001 - $100,000 |
| SKYWORKS SOLUTIONS INC UNSOLICITED |
SWKS |
STOCK |
purchase
|
March 2, 2020 |
$50,001 - $100,000 |
| GE AEROSPACE UNSOLICITED |
GE |
STOCK |
purchase
|
March 2, 2020 |
$50,001 - $100,000 |
| ORACLE CORP UNSOLICITED |
ORCL |
STOCK |
purchase
|
March 2, 2020 |
$50,001 - $100,000 |
| ON SEMICONDUCTOR CORP UNSOLICITED |
ON |
STOCK |
purchase
|
March 2, 2020 |
$50,001 - $100,000 |
| BANK OF AMER CORP UNSOLICITED |
BAC |
STOCK |
purchase
|
March 2, 2020 |
$50,001 - $100,000 |
| DATRONPOKERS LAC UNSOLICITED |
|
PRIVATE EQUITY |
purchase
|
March 2, 2020 |
$50,001 - $100,000 |
| KEYSIGHT TECHNOLOGIES INC COM UNSOLICITED |
KEYS |
STOCK |
purchase
|
March 2, 2020 |
$50,001 - $100,000 |
| JOHNSON & JOHNSON COM UNSOLICITED |
JNJ |
STOCK |
purchase
|
March 2, 2020 |
$50,001 - $100,000 |
| ABBVIE INC COM UNSOLICITED |
ABBV |
STOCK |
purchase
|
March 2, 2020 |
$50,001 - $100,000 |
| PALANTIR TECHNOLOGIES INC CL A UNSOLICITED |
PLTR |
STOCK |
purchase
|
March 2, 2020 |
$50,001 - $100,000 |
| SYNOPSYS INC UNSOLICITED |
SNPS |
STOCK |
purchase
|
March 2, 2020 |
$50,001 - $100,000 |
| SPRINKLR INC CLASS A |
CXM |
STOCK |
purchase
|
March 2, 2020 |
$50,001 - $100,000 |
| FORTINET INC UNSOLICITED |
FTNT |
STOCK |
purchase
|
March 2, 2020 |
$50,001 - $100,000 |
| VERIZON COMMUNICATIONS I |
VZ |
STOCK |
purchase
|
March 2, 2020 |
$100,001 - $250,000 |
| JOHNSON & JOHNSON COM UNSOLICITED |
JNJ |
STOCK |
purchase
|
March 2, 2020 |
$100,001 - $250,000 |
| ANALOG DEVICES INC UNSOLICITED |
ADI |
STOCK |
purchase
|
March 2, 2020 |
$100,001 - $250,000 |
| WALMART INC UNSOLICITED |
WMT |
STOCK |
purchase
|
March 2, 2020 |
$100,001 - $250,000 |
| NETFLIX INC UNSOLICITED |
NFLX |
STOCK |
purchase
|
March 2, 2020 |
$100,001 - $250,000 |
| COHERENT CORP UNSOLICITED |
COHR |
STOCK |
purchase
|
March 2, 2020 |
$100,001 - $250,000 |
| ALPHABET INC CL A UNSOLICITED |
GOOGL |
STOCK |
purchase
|
March 2, 2020 |
$500,001 - $1,000,000 |
| QUALCOMM INC UNSOLICITED |
QCOM |
STOCK |
purchase
|
March 2, 2020 |
$100,001 - $250,000 |
| MICRON TECHNOLOGY INC UNSOLICITED |
MU |
STOCK |
purchase
|
March 2, 2020 |
$100,001 - $250,000 |
| ADVANCED MICRO DEVICES INC UNSOLICITED |
AMD |
STOCK |
purchase
|
March 2, 2020 |
$100,001 - $250,000 |
| RLA CORP UNSOLICITED |
|
STOCK |
purchase
|
March 2, 2020 |
$100,001 - $250,000 |
| JPMORGAN CHASE & CO UNSOLICITED |
JPM |
STOCK |
purchase
|
March 2, 2020 |
$100,001 - $250,000 |
| GENERAL MOTORS CO UNSOLICITED |
GM |
STOCK |
purchase
|
March 2, 2020 |
$15,001 - $50,000 |
| VERISIGN INC UNSOLICITED |
VRSN |
STOCK |
purchase
|
March 2, 2020 |
$15,001 - $50,000 |
| CHEVRON CORP UNSOLICITED |
CVX |
STOCK |
purchase
|
March 2, 2020 |
$15,001 - $50,000 |
| F5 INC UNSOLICITED |
FFIV |
STOCK |
purchase
|
March 2, 2020 |
$15,001 - $50,000 |
| PRICE T ROWE GROUP INC UNSOLICITED |
TROW |
STOCK |
purchase
|
March 2, 2020 |
$15,001 - $50,000 |
| CDW CORP UNSOLICITED |
CDW |
STOCK |
purchase
|
March 2, 2020 |
$15,001 - $50,000 |
| RALLIANT CORP |
|
PRIVATE EQUITY |
purchase
|
March 2, 2020 |
$15,001 - $50,000 |
| PFIZER INC UNSOLICITED |
PFE |
STOCK |
purchase
|
March 2, 2020 |
$15,001 - $50,000 |
| ABBOTT LABS UNSOLICITED |
ABT |
STOCK |
purchase
|
March 2, 2020 |
$15,001 - $50,000 |
| SUPER MICRO COMPUTER INC UNSOLICITED |
SMCI |
STOCK |
purchase
|
March 2, 2020 |
$15,001 - $50,000 |
| NIKE INC CL B UNSOLICITED |
NKE |
STOCK |
purchase
|
March 2, 2020 |
$15,001 - $50,000 |
| TRIPADVISOR INC |
TRIP |
STOCK |
purchase
|
March 2, 2020 |
$15,001 - $50,000 |
| WILLIAMS SONOMA INC UNSOLICITED |
WSM |
STOCK |
purchase
|
March 2, 2020 |
$15,001 - $50,000 |
| SUN CTRY AIRS HLDGS INC |
SUN |
STOCK |
purchase
|
March 2, 2020 |
$15,001 - $50,000 |
| DECKERS OUTDOOR CORP UNSOLICITED |
DECK |
STOCK |
purchase
|
March 2, 2020 |
$15,001 - $50,000 |
| MCDONALD CORP UNSOLICITED |
MCD |
STOCK |
purchase
|
March 2, 2020 |
$15,001 - $50,000 |
| HP INC UNSOLICITED |
HPQ |
STOCK |
purchase
|
March 2, 2020 |
$15,001 - $50,000 |
| DANAHER CORP UNSOLICITED |
DHR |
STOCK |
purchase
|
March 2, 2020 |
$15,001 - $50,000 |
| CARVANA CO CL A UNSOLICITED |
CVNA |
STOCK |
purchase
|
March 2, 2020 |
$15,001 - $50,000 |
| VISTRA CORP UNSOLICITED |
VST |
STOCK |
purchase
|
March 2, 2020 |
$15,001 - $50,000 |
| GE HEALTHCARE TECHNOLOGIES INC UNSOLICITED |
GEHC |
STOCK |
purchase
|
March 2, 2020 |
$15,001 - $50,000 |
| LULULEMON ATHLETICA INC UNSOLICITED |
LULU |
STOCK |
purchase
|
March 2, 2020 |
$15,001 - $50,000 |
| FORD MOTOR CO COM UNSOLICITED |
F |
STOCK |
purchase
|
March 2, 2020 |
$15,001 - $50,000 |
| AQDIS INC UNSOLICITED |
|
PRIVATE EQUITY |
purchase
|
Feb. 28, 2020 |
$15,001 - $50,000 |
| J & J SNACK FOODS CORP |
JJSN |
STOCK |
sale
|
Feb. 26, 2020 |
$15,001 - $50,000 |
| CASES CORP INC |
|
STOCK |
sale
|
Feb. 26, 2020 |
$1,001 - $15,000 |
| LQQ CORP |
LQ |
STOCK |
purchase
|
Feb. 26, 2020 |
$15,001 - $50,000 |
| MARA HLODGS INC |
MARA |
STOCK |
sale
|
Feb. 26, 2020 |
$1,001 - $15,000 |
| ACM RESH INC CLASS A |
ACRE |
STOCK |
sale
|
Feb. 26, 2020 |
$15,001 - $50,000 |
| CANGURUS INC CLASS A |
|
STOCK |
sale
|
Feb. 26, 2020 |
$15,001 - $50,000 |
| INTEGRA LIFESCIENCES HLD |
IART |
STOCK |
sale
|
Feb. 26, 2020 |
$15,001 - $50,000 |
| PATTERSON-UTI ENERGY INC |
PTEN |
STOCK |
purchase
|
Feb. 26, 2020 |
$15,001 - $50,000 |
| JBT MAREL CORP |
JBT |
STOCK |
sale
|
Feb. 26, 2020 |
Yes $15,001 - $50,000 |
| LCI INDS |
LCI |
STOCK |
sale
|
Feb. 26, 2020 |
$15,001 - $50,000 |
| CATALYST PHARMACEUTICALS |
CPRX |
STOCK |
sale
|
Feb. 26, 2020 |
Yes $15,001 - $50,000 |
| UNIVERSAL CORP VA |
UVV |
STOCK |
sale
|
Feb. 26, 2020 |
Yes $15,001 - $50,000 |
| ICU MED INC |
ICU |
STOCK |
sale
|
Feb. 26, 2020 |
$15,001 - $50,000 |
| TWO HARBORS INVESTMS |
THRL |
FUND |
sale
|
Feb. 26, 2020 |
$15,001 - $50,000 |
| CSX SBS NYL INC |
|
FIXED INCOME |
sale
|
Feb. 26, 2020 |
$1,001 - $15,000 |
| GIBRALTAR INDS INC |
GIB |
STOCK |
sale
|
Feb. 26, 2020 |
$15,001 - $50,000 |
| YELP INC |
YELP |
STOCK |
sale
|
Feb. 26, 2020 |
$15,001 - $50,000 |
| KORN FERRY |
KFY |
STOCK |
purchase
|
Feb. 25, 2020 |
$100,001 - $250,000 |
| ACI WORLDWIDE INC |
ACIW |
STOCK |
sale
|
Feb. 25, 2020 |
Yes $50,001 - $100,000 |
| MERIT MED SYS INC |
MTSI |
STOCK |
sale
|
Feb. 25, 2020 |
Yes $50,001 - $100,000 |
| TELEFLEX INC |
TFX |
STOCK |
purchase
|
Feb. 25, 2020 |
$100,001 - $250,000 |
| BOX INC CLASS A |
BOX |
STOCK |
purchase
|
Feb. 25, 2020 |
$100,001 - $250,000 |
| EVERETT INC F |
|
nan |
purchase
|
Feb. 25, 2020 |
$50,001 - $100,000 |
| CASELLA WASTE SYS INC CLASS A |
CW |
STOCK |
sale
|
Feb. 25, 2020 |
Yes $100,001 - $250,000 |
| PENNYMAC MTG INVT TR REIT |
PMT |
REAL ESTATE |
purchase
|
Feb. 25, 2020 |
$50,001 - $100,000 |
| MARKETAXESS HLDGS INC |
MKTX |
STOCK |
purchase
|
Feb. 25, 2020 |
$50,001 - $100,000 |
| BOOKING HLOGS INC |
BKH |
STOCK |
purchase
|
Feb. 24, 2020 |
$100,001 - $250,000 |
| CINCINNATI FINL CORP |
CINF |
STOCK |
sale
|
Feb. 23, 2020 |
Yes $100,001 - $250,000 |
| SAILPOINT INC |
|
PRIVATE EQUITY |
purchase
|
Feb. 23, 2020 |
$1,001 - $15,000 |
| GARTNER INC |
IT |
STOCK |
purchase
|
Feb. 23, 2020 |
$1,001 - $15,000 |
| ERIE INDY CO CLASS A |
ERI |
STOCK |
purchase
|
Feb. 23, 2020 |
$1,001 - $15,000 |
| NETFLIX INC |
NFLX |
STOCK |
sale
|
Feb. 23, 2020 |
$1,001 - $15,000 |
| TRANSDIGM GROUP INC |
TDG |
STOCK |
purchase
|
Feb. 23, 2020 |
$1,001 - $15,000 |
| SAP GLOBAL INC |
SAP |
STOCK |
sale
|
Feb. 23, 2020 |
Yes $1,001 - $15,000 |
| DUOLINGO INC CLASS A |
DUOL |
STOCK |
purchase
|
Feb. 23, 2020 |
$1,001 - $15,000 |
| INVITATION HOMES INC |
INVH |
STOCK |
purchase
|
Feb. 23, 2020 |
$1,001 - $15,000 |
| AURORA INNOVATION INC CLASS A |
AUR |
STOCK |
purchase
|
Feb. 23, 2020 |
$1,001 - $15,000 |
| AUTOMATIC DATA PROCESSING |
ADP |
STOCK |
sale
|
Feb. 23, 2020 |
Yes $1,001 - $15,000 |
| KINSALE CAP GROUP INC |
KNSL |
STOCK |
sale
|
Feb. 23, 2020 |
$1,001 - $15,000 |
| DOXIMITY INC CLASS A |
DOCS |
STOCK |
purchase
|
Feb. 23, 2020 |
$1,001 - $15,000 |
| LIBERTY BROADBAND CORP CLASS SERIES C |
LBRDK |
STOCK |
purchase
|
Feb. 23, 2020 |
$1,001 - $15,000 |
| LOAR HOLDINGS INC EQUITY CLASS EQUITY |
LOAR |
STOCK |
purchase
|
Feb. 23, 2020 |
$1,001 - $15,000 |
| Ishares Tr Med Efia Sol Equity Solicited Order Discretion Exercised Avoided Allotment Order Your Broker Acted As Agent |
IEFA |
ETF |
purchase
|
Feb. 20, 2020 |
$250,001 - $500,000 |
| PERRIGO CO PLC F |
PRGO |
STOCK |
sale
|
Feb. 20, 2020 |
Yes $1,001 - $15,000 |
| LEGALZOOM COM INC |
LZ |
STOCK |
purchase
|
Feb. 20, 2020 |
$15,001 - $50,000 |
| SOLSTICE ADVANCED MATLS |
|
PRIVATE EQUITY |
sale
|
Feb. 20, 2020 |
Yes $1,001 - $15,000 |
| DAVE & BUSTERS ENTMT INC |
DAVE |
STOCK |
purchase
|
Feb. 20, 2020 |
$15,001 - $50,000 |
| APOGEE ENTERPRISES INC |
APGE |
STOCK |
sale
|
Feb. 20, 2020 |
Yes $1,001 - $15,000 |
| BERKSHIRE HATHAWAY CLASS B |
BRK.B |
STOCK |
purchase
|
Feb. 20, 2020 |
$15,001 - $50,000 |
| DIODES INC |
DIOD |
STOCK |
sale
|
Feb. 20, 2020 |
Yes $1,001 - $15,000 |
| TEXAS INSTRUMENTS INC |
TXN |
STOCK |
purchase
|
Feb. 19, 2020 |
$1,001 - $15,000 |
| TAKE-TWO INTERACTIVE SOFTWARE INC |
TTWO |
STOCK |
purchase
|
Feb. 19, 2020 |
$1,001 - $15,000 |
| CDW CORP |
CDW |
STOCK |
purchase
|
Feb. 19, 2020 |
$1,001 - $15,000 |
| PTC INC |
PTC |
STOCK |
purchase
|
Feb. 19, 2020 |
$1,001 - $15,000 |
| CHARTER COMMUNICATIONS INC NEW CL A |
CHTR |
STOCK |
purchase
|
Feb. 19, 2020 |
$1,001 - $15,000 |
| ZOOM COMMUNICATIONS INC CL A |
ZM |
STOCK |
purchase
|
Feb. 19, 2020 |
$1,001 - $15,000 |
| VISTRA CORP |
VST |
STOCK |
purchase
|
Feb. 17, 2020 |
$100,001 - $250,000 |
| Block, Inc. |
SQ |
STOCK |
purchase
|
Feb. 15, 2020 |
$15,001 - $50,000 |
| HOME DEPOT INC |
HD |
STOCK |
purchase
|
Feb. 13, 2020 |
$250,001 - $500,000 |
| ADOBE INC |
ADBE |
STOCK |
purchase
|
Feb. 13, 2020 |
$250,001 - $500,000 |
| ACCENTURE PLC IRELAND F CLASS A |
ACN |
STOCK |
sale
|
Feb. 13, 2020 |
Yes $1,001 - $15,000 |
| AECOM |
ACM |
STOCK |
sale
|
Feb. 13, 2020 |
Yes $1,001 - $15,000 |
| MICROSOFT CORP UNSOLICITED |
MSFT |
STOCK |
sale
|
Feb. 13, 2020 |
$500,001 - $1,000,000 |
| MARIVELL TECHNOLOGY INC |
MRVL |
STOCK |
sale
|
Feb. 13, 2020 |
Yes $15,001 - $50,000 |
| STRATEGY INC CLASS A |
|
STOCK |
purchase
|
Feb. 13, 2020 |
$50,001 - $100,000 |
| VANGUARD S&P 500 ETF UNSOLICITED |
VOO |
ETF |
purchase
|
Feb. 13, 2020 |
$1,000,001 - $5,000,000 |
| ATLASSIAN CORP CLASS A |
TEAM |
STOCK |
purchase
|
Feb. 12, 2020 |
$50,001 - $100,000 |
| BENTLEY SYS INC CLASS B |
BMLS |
STOCK |
purchase
|
Feb. 12, 2020 |
$50,001 - $100,000 |
| THERMO FISHER SCIENTIFIC |
TMO |
STOCK |
purchase
|
Feb. 12, 2020 |
$50,001 - $100,000 |
| OKTA INC CLASS A |
OKTA |
STOCK |
purchase
|
Feb. 12, 2020 |
$50,001 - $100,000 |
| MORNINGSTAR INC |
MORN |
STOCK |
purchase
|
Feb. 12, 2020 |
$50,001 - $100,000 |
| T-MOBILE US INC |
TMUS |
STOCK |
purchase
|
Feb. 12, 2020 |
$50,001 - $100,000 |
| ARES MGMT CORP CLASS A |
ARES |
STOCK |
purchase
|
Feb. 12, 2020 |
$50,001 - $100,000 |
| CLOUDFLARE INC CLASS A |
NET |
STOCK |
purchase
|
Feb. 12, 2020 |
$50,001 - $100,000 |
| AMERICAN EXPRESS CO |
AXP |
STOCK |
purchase
|
Feb. 12, 2020 |
$50,001 - $100,000 |
| AURORA INNOVATION INC CLASS A |
AUR |
STOCK |
purchase
|
Feb. 12, 2020 |
$15,001 - $50,000 |
| EXLSERVICE HLDGS INC |
EXLS |
STOCK |
purchase
|
Feb. 12, 2020 |
$1,001 - $15,000 |
| CROWN CASTLE INC REIT REIT |
CCI |
REAL ESTATE |
purchase
|
Feb. 12, 2020 |
$1,001 - $15,000 |
| DYNATRACE INC |
DT |
STOCK |
sale
|
Feb. 12, 2020 |
Yes $100,001 - $250,000 |
| NVIDIA CORP |
NVDA |
STOCK |
purchase
|
Feb. 12, 2020 |
$50,001 - $100,000 |
| PROGRESSIVE CORP OH |
PGR |
STOCK |
sale
|
Feb. 12, 2020 |
Yes $50,001 - $100,000 |
| SERVICETITAN INC CLASS A |
SITI |
STOCK |
purchase
|
Feb. 12, 2020 |
$50,001 - $100,000 |
| CITLBR INC CLASS A |
CITL |
STOCK |
purchase
|
Feb. 12, 2020 |
$50,001 - $100,000 |
| AUTODESK INC |
ADSK |
STOCK |
sale
|
Feb. 12, 2020 |
Yes $100,001 - $250,000 |
| EXL SERVICE HLDGS INC |
EXL |
STOCK |
purchase
|
Feb. 12, 2020 |
$50,001 - $100,000 |
| SNAP INC CLASS A |
SNAP |
STOCK |
purchase
|
Feb. 12, 2020 |
$50,001 - $100,000 |
| PAYCOM SOFTWARE INC |
PAYC |
STOCK |
purchase
|
Feb. 12, 2020 |
$50,001 - $100,000 |
| VERISK ANALYTICS INC CLASS A |
VRSK |
STOCK |
sale
|
Feb. 12, 2020 |
$1,001 - $15,000 |
| GLOBAL PMTS INC |
|
nan |
sale
|
Feb. 12, 2020 |
Yes $15,001 - $50,000 |
| CCG INTELLIGENT SOLUTION |
|
nan |
sale
|
Feb. 12, 2020 |
Yes $15,001 - $50,000 |
| HUMANA INC |
HUM |
STOCK |
sale
|
Feb. 12, 2020 |
Yes $15,001 - $50,000 |
| NETFLIX INC |
NFLX |
STOCK |
purchase
|
Feb. 12, 2020 |
$250,001 - $500,000 |
| MANHATTAN ASSOCS INC |
MAH |
STOCK |
sale
|
Feb. 12, 2020 |
$15,001 - $50,000 |
| RLU CORP |
RLU |
STOCK |
sale
|
Feb. 12, 2020 |
$15,001 - $50,000 |
| DOXIMITY INC CLASS A |
DOCS |
STOCK |
purchase
|
Feb. 12, 2020 |
$1,001 - $15,000 |
| SAMSARA INC CLASS A |
IOT |
STOCK |
sale
|
Feb. 12, 2020 |
$1,001 - $15,000 |
| OMNICOM GROUP INC |
OMC |
STOCK |
sale
|
Feb. 12, 2020 |
$1,001 - $15,000 |
| CHURCHILL DOWNS INC |
CHDN |
STOCK |
sale
|
Feb. 12, 2020 |
$1,001 - $15,000 |
| ROBLOX CORP CLASS A |
RBLX |
STOCK |
purchase
|
Feb. 12, 2020 |
$15,001 - $50,000 |
| MOLINA HEALTHCARE INC |
MOH |
STOCK |
purchase
|
Feb. 12, 2020 |
$15,001 - $50,000 |
| LUMENTUM HLOGS INC |
LITE |
STOCK |
purchase
|
Feb. 12, 2020 |
$1,001 - $15,000 |
| COGNIZANT TECHNOLOGY SOL CLASS A |
CTSH |
STOCK |
sale
|
Feb. 12, 2020 |
$15,001 - $50,000 |
| IOVIA HLDGS INC |
OV |
STOCK |
sale
|
Feb. 12, 2020 |
$15,001 - $50,000 |
| BLACKROCK INC NEW |
BLK |
STOCK |
sale
|
Feb. 12, 2020 |
$15,001 - $50,000 |
| ICHOR HLDGS LTD F |
ICHR |
STOCK |
purchase
|
Feb. 12, 2020 |
$15,001 - $50,000 |
| FIDELITY NATL INFORMATIO |
FNINX |
FUND |
sale
|
Feb. 12, 2020 |
$15,001 - $50,000 |
| VISA INC CLASS A INC |
V |
STOCK |
purchase
|
Feb. 12, 2020 |
$100,001 - $250,000 |
| BROADRIDGE FINL SOLUTION |
BR |
STOCK |
purchase
|
Feb. 12, 2020 |
$100,001 - $250,000 |
| ZSCALER INC |
ZS |
STOCK |
purchase
|
Feb. 12, 2020 |
$100,001 - $250,000 |
| MERCHANTS BANKCORP INC |
MBPX |
STOCK |
purchase
|
Feb. 12, 2020 |
$15,001 - $50,000 |
| PTC INC |
PTC |
STOCK |
purchase
|
Feb. 10, 2020 |
$1,000,001 - $5,000,000 |
| NETFLIX COM INC |
NFLX |
STOCK |
sale
|
Feb. 10, 2020 |
$1,000,001 - $5,000,000 |
| UNITEDHEALTH GROUP INC |
UNH |
STOCK |
sale
|
Feb. 10, 2020 |
$1,000,001 - $5,000,000 |
| INTERNATIONAL PAPER COM |
IP |
STOCK |
purchase
|
Feb. 10, 2020 |
$50,001 - $100,000 |
| GE VERNONIA INC COM |
|
STOCK |
purchase
|
Feb. 10, 2020 |
$50,001 - $100,000 |
| BALL CORP |
BALL |
STOCK |
purchase
|
Feb. 10, 2020 |
$50,001 - $100,000 |
| QUANTA SVCS INC |
PWR |
STOCK |
purchase
|
Feb. 10, 2020 |
$50,001 - $100,000 |
| CLOROX COMPANY |
CLX |
STOCK |
purchase
|
Feb. 10, 2020 |
$100,001 - $250,000 |
| WEST PHARMACEUTICALS SVGS INC |
WPH |
STOCK |
purchase
|
Feb. 10, 2020 |
$250,001 - $500,000 |
| NEWS CORP NEW |
NWSA |
STOCK |
purchase
|
Feb. 10, 2020 |
$250,001 - $500,000 |
| DAVITA INC. |
DVA |
STOCK |
purchase
|
Feb. 10, 2020 |
$250,001 - $500,000 |
| KLA Corp |
KLAC |
STOCK |
purchase
|
Feb. 10, 2020 |
$250,001 - $500,000 |
| SUPER MICRO COMPUTER INC COM NEW |
SMCI |
STOCK |
purchase
|
Feb. 10, 2020 |
$250,001 - $500,000 |
| HOME DEPOT INC COM |
HD |
STOCK |
sale
|
Feb. 10, 2020 |
Yes $50,001 - $100,000 |
| IDEXX LABS INC |
IDXX |
STOCK |
sale
|
Feb. 10, 2020 |
Yes $100,001 - $250,000 |
| VERISIGN INC |
VRSN |
STOCK |
purchase
|
Feb. 10, 2020 |
$500,001 - $1,000,000 |
| AIRBNB INC COM CL A |
ABNB |
STOCK |
purchase
|
Feb. 10, 2020 |
$500,001 - $1,000,000 |
| GARMIN LTD |
GRMN |
STOCK |
purchase
|
Feb. 10, 2020 |
$500,001 - $1,000,000 |
| CHURCH & DWIGHT INC |
CHD |
STOCK |
purchase
|
Feb. 10, 2020 |
$500,001 - $1,000,000 |
| LINDE PLC SHS |
LIN |
STOCK |
purchase
|
Feb. 10, 2020 |
$500,001 - $1,000,000 |
| PAYCHEK INC COM |
PAYC |
STOCK |
purchase
|
Feb. 10, 2020 |
$500,001 - $1,000,000 |
| CHIPOTLE MEXICAN GRILL INC |
CMG |
STOCK |
purchase
|
Feb. 10, 2020 |
$500,001 - $1,000,000 |
| MICROCHIP TECHNOLOGY INC |
MCHP |
STOCK |
purchase
|
Feb. 10, 2020 |
$500,001 - $1,000,000 |
| ZEBRA TECHNOLOGIES CORP CL A |
ZBRA |
STOCK |
purchase
|
Feb. 10, 2020 |
$500,001 - $1,000,000 |
| AMPHENOL CORP NEW |
APH |
STOCK |
purchase
|
Feb. 10, 2020 |
$500,001 - $1,000,000 |
| Equinix Inc |
EQIX |
STOCK |
purchase
|
Feb. 10, 2020 |
$500,001 - $1,000,000 |
| FS, Inc |
|
nan |
purchase
|
Feb. 10, 2020 |
$500,001 - $1,000,000 |
| ADVANCED MICRO DEVICES INC |
AMD |
STOCK |
purchase
|
Feb. 10, 2020 |
$500,001 - $1,000,000 |
| ACCENTURE PLC |
ACN |
STOCK |
purchase
|
Feb. 10, 2020 |
$500,001 - $1,000,000 |
| MOODYS CORP COM |
MCO |
STOCK |
sale
|
Feb. 10, 2020 |
$500,001 - $1,000,000 |
| PALO ALTO NETWORKS INC |
PANW |
STOCK |
sale
|
Feb. 10, 2020 |
$500,001 - $1,000,000 |
| APPLOVIN COM CL A |
APP |
STOCK |
sale
|
Feb. 10, 2020 |
$500,001 - $1,000,000 |
| SAP GLOBAL INC |
SAP |
STOCK |
sale
|
Feb. 10, 2020 |
$500,001 - $1,000,000 |
| OMNICOM GROUP, INC. |
OMC |
STOCK |
sale
|
Feb. 10, 2020 |
$500,001 - $1,000,000 |
| BOOKING HOLDINGS INC COM |
BKNG |
STOCK |
sale
|
Feb. 10, 2020 |
$500,001 - $1,000,000 |
| QUALCOMM COM INC COM |
QCOM |
STOCK |
sale
|
Feb. 10, 2020 |
$500,001 - $1,000,000 |
| Salesforce Inc |
CRM |
STOCK |
sale
|
Feb. 10, 2020 |
$500,001 - $1,000,000 |
| CORVEL CORP |
|
PRIVATE EQUITY |
sale
|
Feb. 9, 2020 |
$15,001 - $50,000 |
| SL GREEN RLTY CORP |
SLG |
REAL ESTATE |
sale
|
Feb. 6, 2020 |
$15,001 - $50,000 |
| SIMPLY GOOD FOODS CO |
SMPL |
STOCK |
sale
|
Feb. 6, 2020 |
$15,001 - $50,000 |
| FRANKLIN BSP REALTY |
FLTR |
FUND |
sale
|
Feb. 6, 2020 |
$15,001 - $50,000 |
| SUNCOKE ENERGY INC |
SLNG |
STOCK |
sale
|
Feb. 6, 2020 |
$1,001 - $15,000 |
| MASTERBRAND INC |
MSTRND |
STOCK |
sale
|
Feb. 6, 2020 |
$1,001 - $15,000 |
| NCR VOYIX CORP |
VNC |
STOCK |
sale
|
Feb. 6, 2020 |
$1,001 - $15,000 |
| CIRRUS LOGIC AUTOMOTIVE INC |
|
PRIVATE EQUITY |
sale
|
Feb. 6, 2020 |
$15,001 - $50,000 |
| BLOCK INC CLASS A |
SQ |
STOCK |
purchase
|
Feb. 3, 2020 |
$1,001 - $15,000 |
| SM ENERGY CO |
|
nan |
purchase
|
Feb. 2, 2020 |
$15,001 - $50,000 |
| RALLIANT CORP |
|
PRIVATE EQUITY |
purchase
|
Jan. 30, 2020 |
$15,001 - $50,000 |
| APOLLO ENTERPRISES INC |
APO |
STOCK |
purchase
|
Jan. 30, 2020 |
$15,001 - $50,000 |
| MARCUS & MILLICHAP INC |
MAR |
STOCK |
purchase
|
Jan. 29, 2020 |
$15,001 - $50,000 |
| MATSON INC |
MATX |
STOCK |
purchase
|
Jan. 29, 2020 |
$15,001 - $50,000 |
| SM ENERGY CO |
|
nan |
purchase
|
Jan. 29, 2020 |
$15,001 - $50,000 |
| HARMONY RESIDENCES HLDG |
|
REAL ESTATE |
purchase
|
Jan. 29, 2020 |
$15,001 - $50,000 |
| PNC FINL SERVICES |
PNC |
STOCK |
purchase
|
Jan. 27, 2020 |
$50,001 - $100,000 |
| NORFOLK SOUTHERN CORP |
NSC |
STOCK |
sale
|
Jan. 27, 2020 |
$15,001 - $50,000 |
| PENN ENTMT INC |
PENN |
STOCK |
sale
|
Jan. 26, 2020 |
$15,001 - $50,000 |
| KONTOOR BRANDS INC |
KT |
STOCK |
sale
|
Jan. 26, 2020 |
$1,001 - $15,000 |
| CORVEL CORP |
|
PRIVATE EQUITY |
purchase
|
Jan. 26, 2020 |
$50,001 - $100,000 |
| MGE ENERGY INC |
MG |
STOCK |
sale
|
Jan. 26, 2020 |
$1,001 - $15,000 |
| CONED CORP |
ED |
STOCK |
purchase
|
Jan. 26, 2020 |
$15,001 - $50,000 |
| TRUPANION INC |
|
PRIVATE EQUITY |
sale
|
Jan. 26, 2020 |
$1,001 - $15,000 |
| DOUGLAS EMMETT INC REIT |
DEM.UN |
REAL ESTATE |
sale
|
Jan. 25, 2020 |
$15,001 - $50,000 |
| VERSANT MEDIA GROUP INC |
|
STOCK |
purchase
|
Jan. 25, 2020 |
$100,001 - $250,000 |
| SOUTHERN COMPANY |
SO |
STOCK |
purchase
|
Jan. 23, 2020 |
$50,001 - $100,000 |
| UNITEDHEALTH GROUP INC |
UNH |
STOCK |
purchase
|
Jan. 23, 2020 |
$100,001 - $250,000 |
| PHILIP MORRIS INTL INC |
PM |
STOCK |
purchase
|
Jan. 23, 2020 |
$100,001 - $250,000 |
| MICROSOFT CORP |
MSFT |
STOCK |
purchase
|
Jan. 23, 2020 |
$250,001 - $500,000 |
| PNC FINL SERVICES |
PNC |
STOCK |
purchase
|
Jan. 23, 2020 |
$250,001 - $500,000 |
| META PLATFORMS INC CL A |
META |
STOCK |
purchase
|
Jan. 23, 2020 |
$250,001 - $500,000 |
| TAKE-TWO INTERACTIVE SOFTWARE INC |
TTWO |
STOCK |
purchase
|
Jan. 23, 2020 |
$1,001 - $15,000 |
| PEPSICO INC |
PEP |
STOCK |
purchase
|
Jan. 23, 2020 |
$1,001 - $15,000 |
| DOORDASH INC CL A |
DASH |
STOCK |
purchase
|
Jan. 23, 2020 |
$15,001 - $50,000 |
| ROPER TECHNOLOGIES INC |
ROP |
STOCK |
purchase
|
Jan. 23, 2020 |
$15,001 - $50,000 |
| PHILIPS EDISON & CO INC |
|
STOCK |
purchase
|
Jan. 23, 2020 |
$15,001 - $50,000 |
| NVIDIA CORP |
NVDA |
STOCK |
purchase
|
Jan. 23, 2020 |
$15,001 - $50,000 |
| KENVUE INC |
KVUE |
STOCK |
purchase
|
Jan. 23, 2020 |
$15,001 - $50,000 |
| COMCAST CORP CL A |
CMCSA |
STOCK |
purchase
|
Jan. 23, 2020 |
$15,001 - $50,000 |
| KIMBERLY CLARK CORP |
KMB |
STOCK |
purchase
|
Jan. 23, 2020 |
$15,001 - $50,000 |
| DOMINION ENERGY INC |
D |
STOCK |
purchase
|
Jan. 23, 2020 |
$15,001 - $50,000 |
| PALO ALTO NETWORKS INC |
PANW |
STOCK |
purchase
|
Jan. 23, 2020 |
$15,001 - $50,000 |
| COCA-COLA COMPANY |
KO |
STOCK |
purchase
|
Jan. 23, 2020 |
$15,001 - $50,000 |
| ADVANCED MICRO DEVICES INC |
AMD |
STOCK |
purchase
|
Jan. 23, 2020 |
$15,001 - $50,000 |
| STELLANTIS N V |
STLA |
STOCK |
sale
|
Jan. 23, 2020 |
Yes $1,001 - $15,000 |
| XCEL ENERGY INC |
XEL |
STOCK |
purchase
|
Jan. 23, 2020 |
$1,001 - $15,000 |
| SUPER MICRO COMPUTER INC |
SMCI |
STOCK |
purchase
|
Jan. 23, 2020 |
$1,001 - $15,000 |
| STARBUCKS CORP |
SBUX |
STOCK |
purchase
|
Jan. 23, 2020 |
$15,001 - $50,000 |
| MONDELEZ INTERNATIONAL INC CL A |
MDLZ |
STOCK |
purchase
|
Jan. 23, 2020 |
$15,001 - $50,000 |
| CHEVRON CORP |
CVX |
STOCK |
purchase
|
Jan. 23, 2020 |
$100,001 - $250,000 |
| TEXAS INSTRUMENTS INC |
TXN |
STOCK |
purchase
|
Jan. 23, 2020 |
$50,001 - $100,000 |
| COMCAST CORP CL A |
CMCSA |
STOCK |
purchase
|
Jan. 23, 2020 |
$50,001 - $100,000 |
| AMAZON.COM INC |
AMZN |
STOCK |
purchase
|
Jan. 23, 2020 |
$50,001 - $100,000 |
| KIMBERLY CLARK CORP |
KMB |
STOCK |
purchase
|
Jan. 23, 2020 |
$15,001 - $50,000 |
| LYONDRI BASIL INDUSTRIES N V ORD SHS CL A |
LYONDRI |
STOCK |
purchase
|
Jan. 23, 2020 |
$15,001 - $50,000 |
| O REALLY AUTOMOTIVE INC |
ORAA |
STOCK |
purchase
|
Jan. 23, 2020 |
$15,001 - $50,000 |
| SCHWAB GOVERNMENT MONEY FUND |
SNVXX |
FUND |
purchase
|
Jan. 22, 2020 |
$1,001 - $15,000 |
| THE CIGNA GROUP |
CI |
STOCK |
purchase
|
Jan. 21, 2020 |
$1,001 - $15,000 |
| EXELON CORP |
EXC |
STOCK |
purchase
|
Jan. 21, 2020 |
$1,001 - $15,000 |
| CROWN CASTLE INC REIT REIT |
CCI |
REAL ESTATE |
purchase
|
Jan. 21, 2020 |
$1,001 - $15,000 |
| HUBSPOT INC |
HUBS |
STOCK |
purchase
|
Jan. 21, 2020 |
$1,001 - $15,000 |
| OMNICOM GROUP INC |
OMC |
STOCK |
purchase
|
Jan. 21, 2020 |
$1,001 - $15,000 |
| PROGRESSIVE CORP OH |
PGR |
STOCK |
sale
|
Jan. 21, 2020 |
Yes $1,001 - $15,000 |
| VERIZON COMMUNICATIONS I |
VZ |
STOCK |
sale
|
Jan. 21, 2020 |
$1,001 - $15,000 |
| BOOZ ALLEN HAMILTON HLOG CLASS A |
BAH |
STOCK |
purchase
|
Jan. 21, 2020 |
$1,001 - $15,000 |
| ROCKET LAB CORP CLASS A |
RKLB |
STOCK |
purchase
|
Jan. 21, 2020 |
$1,001 - $15,000 |
| BERKSHIRE HATHAWAY CLASS B |
BRK.B |
STOCK |
sale
|
Jan. 21, 2020 |
$1,001 - $15,000 |
| ADOBE INC |
ADBE |
STOCK |
sale
|
Jan. 21, 2020 |
Yes $1,001 - $15,000 |
| KINSALE CAP GROUP INC |
KNSL |
STOCK |
purchase
|
Jan. 21, 2020 |
$1,001 - $15,000 |
| SAMSARA INC CLASS A |
IOT |
STOCK |
purchase
|
Jan. 21, 2020 |
$1,001 - $15,000 |
| CONSTELLATION ENERGY COR |
CEG |
STOCK |
sale
|
Jan. 21, 2020 |
$1,001 - $15,000 |
| SNOWFLAKE INC CLASS A |
SNOW |
STOCK |
sale
|
Jan. 21, 2020 |
$1,001 - $15,000 |
| INTUIT |
INTU |
STOCK |
sale
|
Jan. 21, 2020 |
Yes $1,001 - $15,000 |
| RYAN SPECIALTY HOLDINGS CLASS A |
RXH |
STOCK |
purchase
|
Jan. 21, 2020 |
$1,001 - $15,000 |
| INSPIRE MED SYS INC |
INSP |
STOCK |
purchase
|
Jan. 20, 2020 |
$15,001 - $50,000 |
| N-ABLE INC |
|
PRIVATE EQUITY |
purchase
|
Jan. 20, 2020 |
$15,001 - $50,000 |
| A10 NETWORKS INC |
ATEN |
STOCK |
purchase
|
Jan. 20, 2020 |
$15,001 - $50,000 |
| DORMAN PRODS INC |
DOR |
STOCK |
sale
|
Jan. 20, 2020 |
$1,001 - $15,000 |
| MOTOROLA SOLUTIONS INC |
MSI |
STOCK |
purchase
|
Jan. 15, 2020 |
$100,001 - $250,000 |
| DAYFORCE INC |
DAY |
STOCK |
sale
|
Jan. 13, 2020 |
$1,001 - $15,000 |
| GENERAL MILLS INC |
GIS |
STOCK |
sale
|
Jan. 13, 2020 |
Yes $100,001 - $250,000 |
| GUIDEWIRE SOFTWARE INC |
GWRE |
STOCK |
purchase
|
Jan. 13, 2020 |
$1,001 - $15,000 |
| COMMERCE BANCSHARES INC |
CIF |
STOCK |
sale
|
Jan. 13, 2020 |
Yes $1,001 - $15,000 |
| VERIZON COMMUNICATIONS I |
VZ |
STOCK |
sale
|
Jan. 13, 2020 |
Yes $100,001 - $250,000 |
| SERVICE CORP INTL |
SCI |
STOCK |
sale
|
Jan. 13, 2020 |
$1,001 - $15,000 |
| PROGRESSIVE CORP OH |
PGR |
STOCK |
purchase
|
Jan. 13, 2020 |
$50,001 - $100,000 |
| COUPANG INC CLASS A |
CPNG |
STOCK |
sale
|
Jan. 13, 2020 |
$1,001 - $15,000 |
| DGE ENERGY CORP |
|
nan |
sale
|
Jan. 13, 2020 |
$1,001 - $15,000 |
| COSTAR GROUP INC |
CSGP |
STOCK |
purchase
|
Jan. 13, 2020 |
$50,001 - $100,000 |
| LENNAR CORP CLASS A |
LEN |
STOCK |
sale
|
Jan. 13, 2020 |
Yes $1,001 - $15,000 |
| FRONTIER COMMUNICATIONS |
FTRS |
STOCK |
purchase
|
Jan. 12, 2020 |
$1,001 - $15,000 |
| GODADDY INC CLASS A |
GDDY |
STOCK |
purchase
|
Jan. 12, 2020 |
$50,001 - $100,000 |
| CARRIER GLOBAL CORP |
CARR |
STOCK |
purchase
|
Jan. 12, 2020 |
$50,001 - $100,000 |
| MAXIMUS CORP |
MMS |
STOCK |
sale
|
Jan. 12, 2020 |
Yes $1,001 - $15,000 |
| COMCAST CORP NEW CLASS A |
CMCSA |
STOCK |
purchase
|
Jan. 12, 2020 |
$1,000,001 - $5,000,000 |
| KRAFT HEINZ CO |
KHC |
STOCK |
purchase
|
Jan. 12, 2020 |
$50,001 - $100,000 |
| PAYPAL HLDGS INC |
PYPL |
STOCK |
purchase
|
Jan. 12, 2020 |
$50,001 - $100,000 |
| LOEWS CORP |
LOW |
STOCK |
sale
|
Jan. 12, 2020 |
$15,001 - $50,000 |
| CLOROX CO |
CLX |
STOCK |
purchase
|
Jan. 12, 2020 |
$50,001 - $100,000 |
| AUTOZONE INC |
AZO |
STOCK |
purchase
|
Jan. 12, 2020 |
$50,001 - $100,000 |
| UBER TECHNOLOGIES INC |
UBER |
STOCK |
purchase
|
Jan. 12, 2020 |
$1,001 - $15,000 |
| AVALONBAY CMNYTIS INC REIT |
AVB |
REAL ESTATE |
purchase
|
Jan. 12, 2020 |
$500,001 - $1,000,000 |
| DATADOG INC CLASS A |
DDOG |
STOCK |
sale
|
Jan. 12, 2020 |
$15,001 - $50,000 |
| EQUIXIN INC REIT |
EQIX |
REAL ESTATE |
sale
|
Jan. 12, 2020 |
$15,001 - $50,000 |
| BROADRIDGE FINL SOLUTION |
BR |
STOCK |
sale
|
Jan. 12, 2020 |
$15,001 - $50,000 |
| ROPER TECHNOLOGIES INC |
ROP |
STOCK |
purchase
|
Jan. 12, 2020 |
$100,001 - $250,000 |
| SOUTHERN CO |
SO |
STOCK |
purchase
|
Jan. 12, 2020 |
$50,001 - $100,000 |
| MICROSOFT CORP |
MSFT |
STOCK |
sale
|
Jan. 12, 2020 |
$1,001 - $15,000 |
| TOAST INC CLASS A |
TOST |
STOCK |
sale
|
Jan. 12, 2020 |
Yes $1,001 - $15,000 |
| OLD DOMINION FREIGHT LIN |
ODFL |
STOCK |
purchase
|
Jan. 12, 2020 |
$50,001 - $100,000 |
| GODADDY INC CLASS A |
GDDY |
STOCK |
purchase
|
Jan. 12, 2020 |
$1,001 - $15,000 |
| AT&T INC |
T |
STOCK |
sale
|
Jan. 12, 2020 |
$15,001 - $50,000 |
| AUTODESK INC |
ADSK |
STOCK |
sale
|
Jan. 12, 2020 |
Yes $15,001 - $50,000 |
| BOSTON SCIENTIFIC CORP |
BSX |
STOCK |
purchase
|
Jan. 12, 2020 |
$1,001 - $15,000 |
| MARTIN & M.C.ENNAN COS INC |
|
STOCK |
purchase
|
Jan. 12, 2020 |
$50,001 - $100,000 |
| T-MOBILE US INC |
TMUS |
STOCK |
sale
|
Jan. 12, 2020 |
Yes $100,001 - $250,000 |
| AMERICAN TOWER CORP NEW REIT |
AMT |
REAL ESTATE |
sale
|
Jan. 12, 2020 |
Yes $100,001 - $250,000 |
| CHEVRON CORP NEW |
CVX |
STOCK |
purchase
|
Jan. 12, 2020 |
$100,001 - $250,000 |
| SRA COMMUNICATIONS CORP CLASS A |
SRA |
STOCK |
purchase
|
Jan. 12, 2020 |
$1,001 - $15,000 |
| PAYPAL HLDGS INC |
PYPL |
STOCK |
purchase
|
Jan. 12, 2020 |
$1,001 - $15,000 |
| ATLASSIAN CORP CLASS A |
TEAM |
STOCK |
purchase
|
Jan. 12, 2020 |
$1,001 - $15,000 |
| UNION PAC CORP |
UNP |
STOCK |
sale
|
Jan. 12, 2020 |
Yes $1,001 - $15,000 |
| ACCENTURE PLC RELAND F CLASS A |
ACN |
STOCK |
purchase
|
Jan. 10, 2020 |
$1,001 - $15,000 |
| WILEY, JOHN & SONS INC CLASS A |
|
PRIVATE EQUITY |
purchase
|
Jan. 9, 2020 |
$15,001 - $50,000 |
| MARTIN MARIETTA MATLS INC |
MLM |
STOCK |
purchase
|
Jan. 8, 2020 |
$15,001 - $50,000 |
| GRANGER W N INC COM |
WWDG |
STOCK |
purchase
|
Jan. 8, 2020 |
$100,001 - $250,000 |
| PRESTIGE CONSUMER HEALTH |
PCH |
STOCK |
purchase
|
Jan. 8, 2020 |
$15,001 - $50,000 |
| TEXAS INSTRUMENTS COM |
TXN |
STOCK |
purchase
|
Jan. 8, 2020 |
$50,001 - $100,000 |
| DECKERS OUTDOOR CORP |
DECK |
STOCK |
purchase
|
Jan. 8, 2020 |
$15,001 - $50,000 |
| NRG ENERGY INC |
NRG |
STOCK |
purchase
|
Jan. 8, 2020 |
$15,001 - $50,000 |
| LENNOX INT, INC |
LII |
STOCK |
purchase
|
Jan. 7, 2020 |
$15,001 - $50,000 |
| DTE ENERGY CO |
DTE |
STOCK |
purchase
|
Jan. 7, 2020 |
$15,001 - $50,000 |
| ULTA BEAUTY, INC |
ULTA |
STOCK |
purchase
|
Jan. 7, 2020 |
$15,001 - $50,000 |
| SNAP ON INC COM |
SNA |
STOCK |
purchase
|
Jan. 7, 2020 |
$15,001 - $50,000 |
| ORACLE CORPORATION COM |
ORCL |
STOCK |
sale
|
Jan. 6, 2020 |
$1,000,001 - $5,000,000 |
| SOUTHERN CO COM |
SO |
STOCK |
sale
|
Jan. 6, 2020 |
$500,001 - $1,000,000 |
| NAVENT CORP |
NAV |
STOCK |
sale
|
Jan. 6, 2020 |
$1,001 - $15,000 |
| REMSMED INC |
RMSM |
STOCK |
purchase
|
Jan. 6, 2020 |
$100,001 - $250,000 |
| ABBOTT LABS INC COM |
ABT |
STOCK |
sale
|
Jan. 6, 2020 |
$500,001 - $1,000,000 |
| KENVUE INC COM |
KVUE |
STOCK |
purchase
|
Jan. 6, 2020 |
$15,001 - $50,000 |
| INSULET CORP |
PODD |
STOCK |
purchase
|
Jan. 6, 2020 |
$100,001 - $250,000 |
| DEERE & CO |
DE |
STOCK |
sale
|
Jan. 6, 2020 |
$500,001 - $1,000,000 |
| Restructuring Inc Com Solicited Order Discretion Exercised Allocated Order Your Broker Acted As Agent |
|
STOCK |
sale
|
Jan. 6, 2020 |
$500,001 - $1,000,000 |
| ELI LILLY & CO |
LLY |
STOCK |
purchase
|
Jan. 6, 2020 |
$50,001 - $100,000 |
| GARTNER GROUP INC NEW |
IT |
STOCK |
purchase
|
Jan. 6, 2020 |
$100,001 - $250,000 |
| VERTEX PHARMACEUTICALS INC |
VRTX |
STOCK |
purchase
|
Jan. 6, 2020 |
$50,001 - $100,000 |
| GROUP 1 AUTOMOTIVE INC |
|
STOCK |
sale
|
Jan. 6, 2020 |
$1,001 - $15,000 |
| STRYKER CORP COM COM |
SYK |
STOCK |
sale
|
Jan. 6, 2020 |
$500,001 - $1,000,000 |
| AKAMAI TECHNOLOGIES INC |
AKAM |
STOCK |
purchase
|
Jan. 6, 2020 |
$50,001 - $100,000 |
| UNITED PARCEL SERVICE INC |
UPS |
STOCK |
purchase
|
Jan. 6, 2020 |
$100,001 - $250,000 |
| KOOR & CO INC CL A |
|
nan |
purchase
|
Jan. 6, 2020 |
$50,001 - $100,000 |
| EATON CORP PLC |
ETN |
STOCK |
sale
|
Jan. 6, 2020 |
$500,001 - $1,000,000 |
| ALTRIA GROUP INC |
MO |
STOCK |
sale
|
Jan. 6, 2020 |
$500,001 - $1,000,000 |
| ORACLE CORP UNSOLICITED |
ORCL |
STOCK |
purchase
|
Jan. 6, 2020 |
$50,001 - $100,000 |
| ULTA BEAUTY, INC |
ULTA |
STOCK |
purchase
|
Jan. 6, 2020 |
$100,001 - $250,000 |
| UBER TECHNOLOGIES INC COM |
UBER |
STOCK |
sale
|
Jan. 6, 2020 |
$500,001 - $1,000,000 |
| FISERV INC |
FISV |
STOCK |
purchase
|
Jan. 6, 2020 |
$50,001 - $100,000 |
| TIMKEN RES CORP |
TKNS |
STOCK |
sale
|
Jan. 6, 2020 |
Yes $50,001 - $100,000 |
| DTE ENERGY CO |
DTE |
STOCK |
purchase
|
Jan. 6, 2020 |
$50,001 - $100,000 |
| ON SEMICONDUCTOR CORP |
ON |
STOCK |
purchase
|
Jan. 6, 2020 |
$15,001 - $50,000 |
| NVIDIA CORP UNSOLICITED |
NVDA |
STOCK |
purchase
|
Jan. 6, 2020 |
$500,001 - $1,000,000 |
| IDEA COM |
IDEA |
STOCK |
purchase
|
Jan. 6, 2020 |
$250,001 - $500,000 |
| GARMINA CO CL A |
GRMN |
STOCK |
purchase
|
Jan. 6, 2020 |
$250,001 - $500,000 |
| WASTE MGMT INC DEL |
WM |
STOCK |
purchase
|
Jan. 6, 2020 |
$250,001 - $500,000 |
| ARES MANAGEMENT CORPORATION CL A COM |
ARES |
STOCK |
purchase
|
Jan. 6, 2020 |
$250,001 - $500,000 |
| HOME DEPOT INC COM |
HD |
STOCK |
purchase
|
Jan. 6, 2020 |
$100,001 - $250,000 |
| XCEL ENERGY INC |
Xcel |
STOCK |
purchase
|
Jan. 6, 2020 |
$250,001 - $500,000 |
| AVALONBAY CMNITYS INC COM |
AVB |
STOCK |
purchase
|
Jan. 6, 2020 |
$250,001 - $500,000 |
| FS, Inc |
|
nan |
purchase
|
Jan. 6, 2020 |
$250,001 - $500,000 |
| TRANSDIGM GROUP INC |
TDG |
STOCK |
purchase
|
Jan. 6, 2020 |
$50,001 - $100,000 |
| NVR INC |
NVR |
STOCK |
purchase
|
Jan. 6, 2020 |
$250,001 - $500,000 |
| WATERS CORP |
WTRG |
STOCK |
purchase
|
Jan. 6, 2020 |
$50,001 - $100,000 |
| SYNOPSYS INC COM |
SNPS |
STOCK |
purchase
|
Jan. 6, 2020 |
$50,001 - $100,000 |
| BECTON DICKINSON & CO |
BDX |
STOCK |
purchase
|
Jan. 6, 2020 |
$50,001 - $100,000 |
| COSTCO WHSE SALE CORP NEW |
COST |
STOCK |
purchase
|
Jan. 6, 2020 |
$100,001 - $250,000 |
| AMAZON COM INC |
AMZN |
STOCK |
purchase
|
Jan. 6, 2020 |
$100,001 - $250,000 |
| OLD DOMINION FGHT LINE INC INC |
ODFL |
STOCK |
sale
|
Jan. 6, 2020 |
Yes $50,001 - $100,000 |
| INTERCONTINENTALEXCHANGE INC |
ICE |
STOCK |
purchase
|
Jan. 6, 2020 |
$15,001 - $50,000 |
| MICROSOFT CORP UNSOLICITED |
MSFT |
STOCK |
purchase
|
Jan. 6, 2020 |
$500,001 - $1,000,000 |
| EDISON INTERNATIONAL COM |
EIX |
STOCK |
purchase
|
Jan. 6, 2020 |
$15,001 - $50,000 |
| LULULEMON ATHLETICA INC |
LULU |
STOCK |
purchase
|
Jan. 6, 2020 |
$15,001 - $50,000 |
| AUTODESK INC |
ADSK |
STOCK |
purchase
|
Jan. 3, 2020 |
$1,001 - $15,000 |
| POLE CORP |
|
STOCK |
sale
|
Jan. 1, 2020 |
$1,001 - $15,000 |