| OSHKOSH CORPORATION |
OSK |
STOCK |
Purchase
|
|
$1,000 - $15,000 |
| VANGUARD LONG TERM TAX |
VLTAX |
FUND |
PURCHASE
|
|
$1,000.01-15,000 |
| APPLE INC |
AAPL |
STOCK |
PURCHASE
|
|
$100,001-250,000 |
| APPLE INC |
AAPL |
STOCK |
PURCHASE
|
|
$100,001-250,000 |
| PRINCE GEORGES CNTY MD |
|
BOND |
PURCHASE
|
|
$100,001-250,000 |
| MAMMEE CITY FLA PUB |
|
BOND |
PURCHASE
|
|
$100,001-250,000 |
| MASSACHUSETTS EDU RING |
|
BOND |
PURCHASE
|
|
$100,001-250,000 |
| META PLATFORMS INC |
META |
STOCK |
PURCHASE
|
|
$100,001-250,000 |
| MONSTER BEVERAGE SHS |
MNST |
STOCK |
PURCHASE
|
|
$100,001-250,000 |
| META PLATFORMS INC |
META |
STOCK |
PURCHASE
|
|
$1,000-15,000 |
| MONSTER BEVERAGE SHS |
MNST |
STOCK |
PURCHASE
|
|
$1,000-15,000 |
| ADVANCE MICRO D INC |
AMD |
STOCK |
PURCHASE
|
|
$1,000-15,000 |
| SOUTH CAROLINA JOBS-EDA |
|
BOND |
PURCHASE
|
|
$1,000-5,160 |
| MARICOPA CNTY ARIZ INDL |
|
BOND |
PURCHASE
|
|
$1,000-5,160 |
| DELTA NETWORKS INC |
|
STOCK |
PURCHASE
|
|
$1,000-5,160 |
| AMAZON COM INC COM INC COM |
AMZN |
STOCK |
PURCHASE
|
|
$1,000-5,160 |
| UTAH TRAN AUTH SALES TAX |
|
FIXED INCOME |
PURCHASE
|
|
$1,000-5,160 |
| WDCOMERN HSG & EDA HSG |
|
nan |
PURCHASE
|
|
$5,161-10,320 |
| VISA INC CL A SHRS |
V |
STOCK |
PURCHASE
|
|
$1,000-5,160 |
| FISERV INC WISC PV 1CT |
FI |
STOCK |
PURCHASE
|
|
$1,000-5,160 |
| FISERV INC WISC PV 1CT |
FI |
STOCK |
PURCHASE
|
|
$1,000-5,160 |
| INTUIT INC CL A SHRS COM |
INTU |
STOCK |
PURCHASE
|
|
$1,000-5,160 |
| VISA INC CL A SHRS |
V |
STOCK |
PURCHASE
|
|
$1,000-5,160 |
| NVIDIA |
NVDA |
STOCK |
PURCHASE
|
|
$1,000-5,160 |
| CALIFORNIA ST VAR PURP |
|
FIXED INCOME |
Purchase
|
|
$100,001 - $250,000 |
| ASML HLDS NV MY REG SHS |
ASML |
STOCK |
Purchase
|
|
$100,001 - $250,000 |
| DEL VALLE TEX INDPT SCH |
|
BOND |
Purchase
|
|
$100,001 - $250,000 |
| NVIDIA |
NVDA |
STOCK |
Purchase
|
|
$250,001 - $500,000 |
| GEORGIA ST HSG-FIN AUTH |
|
BOND |
Purchase
|
|
$250,001 - $500,000 |
| LLM FAMILY INVESTMENTS II LP |
|
PRIVATE EQUITY |
nan
|
|
nan |
| SENSATA TECHNOLOGIES |
ST |
STOCK |
Purchase
|
|
$1,000 - $15,000 |
| SENSATA TECHNOLOGIES |
ST |
STOCK |
Purchase
|
|
$1,000 - $15,000 |
| VISHAY INTERTECHNLGY |
V == |
STOCK |
Purchase
|
|
$1,000 - $15,000 |
| VISHAY INTERTECHNLGY |
V == |
STOCK |
Purchase
|
|
$1,000 - $15,000 |
| VISHAY INTERTECHNLGY |
V == |
STOCK |
Purchase
|
|
$1,000 - $15,000 |
| SENSATA TECHNOLOGIES |
ST |
STOCK |
Purchase
|
|
$1,000 - $15,000 |
| VISHAY INTERTECHNLGY |
V == |
STOCK |
Purchase
|
|
$1,000 - $15,000 |
| VISHAY INTERTECHNLGY |
V == |
STOCK |
Purchase
|
|
$1,000 - $15,000 |
| SENSATA TECHNOLOGIES |
ST |
STOCK |
Purchase
|
|
$1,000 - $15,000 |
| STIFEL FINANCIAL CORP |
SF |
STOCK |
Purchase
|
|
$1,000 - $15,000 |
| CVS HEALTH CORP |
CVS |
STOCK |
Purchase
|
|
$1,000 - $15,000 |
| SENSATA TECHNOLOGIES |
ST |
STOCK |
Purchase
|
|
$1,000 - $15,000 |
| MURPHY OIL CORP |
MUR |
STOCK |
Purchase
|
|
$1,000 - $15,000 |
| VISHAY INTERTECHNLGY |
V == |
STOCK |
Purchase
|
|
$1,000 - $15,000 |
| OSHKOSH CORPORATION |
OSK |
STOCK |
Purchase
|
|
$1,000 - $15,000 |
| OSHKOSH CORPORATION |
OSK |
STOCK |
Purchase
|
|
$1,000 - $15,000 |
| OSHKOSH CORPORATION |
OSK |
STOCK |
Purchase
|
|
$1,000 - $15,000 |
| ADVNCED MICRO D INC |
AMD |
STOCK |
PURCHASE
|
|
$1,000.01-15,000 |
| SOUTH CAROLINA JOBS-EDA |
|
BOND |
PURCHASE
|
|
$1,000.01-15,000 |
| MARICOPA CNTY ARIZ INDL |
|
BOND |
PURCHASE
|
|
$1,000.01-15,000 |
| ARISTA NETWORKS INC |
ANET |
STOCK |
SALE
|
|
$1,000-15,000 |
| AMAZON COM DN INC COM |
AMZN |
STOCK |
SALE
|
|
$1,000-15,000 |
| GOLDMAN SACHS GROUP INC |
GS |
STOCK |
SALE
|
|
$1,000-15,000 |
| UTAH TRAN AUTH SALES TAX |
|
FIXED INCOME |
SALE
|
|
$1,000-15,000 |
| WISCONSIN HSG & EDA HSG |
|
BOND |
SALE
|
|
$1,000-15,000 |
| VANG INC CL A SHRE |
V |
STOCK |
SALE
|
|
$1,000-15,000 |
| FISERV INC WISC PV 1CT |
FI |
STOCK |
SALE
|
|
$1,000-15,000 |
| FISERV INC WISC PV 1CT |
FI |
STOCK |
SALE
|
|
$1,000-15,000 |
| INTUIT INC COM |
INTU |
STOCK |
SALE
|
|
$1,000-15,000 |
| VISA INC CL A SHRE |
V |
STOCK |
SALE
|
|
$1,000-15,000 |
| NVIDIA |
NVDA |
STOCK |
SALE
|
|
$1,000-15,000 |
| CALIFORNIA ST VAR PURP |
|
FIXED INCOME |
SALE
|
|
$1,000-15,000 |
| ASML HLDGS NV NY REG SHS |
ASML |
STOCK |
SALE
|
|
$15,001-50,000 |
| DIL VALLE TEX INDPT SHC |
|
PRIVATE EQUITY |
SALE
|
|
$15,001-50,000 |
| NVIDIA |
NVDA |
STOCK |
SALE
|
|
$15,001-50,000 |
| GEORGIA ST HSG-FIN AUTH |
|
BOND |
SALE
|
|
$15,001-50,000 |
| SENATA TECHNOLOGIES |
|
PRIVATE EQUITY |
SALE
|
|
$15,001-50,000 |
| VISHAY INTERTECHNLGT |
VCRT |
STOCK |
SALE
|
|
$15,001-50,000 |
| VISHAY INTERTECHNLGY |
V == |
STOCK |
SALE
|
|
$15,001-50,000 |
| VISHAY INTERTECHNLGY |
V == |
STOCK |
SALE
|
|
$15,001-50,000 |
| SENSATA TECHNOLOGIES |
ST |
STOCK |
SALE
|
|
$15,001-50,000 |
| VISHAY INTERTECHNOLOGY |
VCRT |
STOCK |
PURCHASE
|
|
$1,000-15,000 |
| VISHAY INTERTECHNOLOGY |
VCRT |
STOCK |
PURCHASE
|
|
$1,000-15,000 |
| SENSATAS TECHNOLOGIES |
ST |
STOCK |
PURCHASE
|
|
$1,000-15,000 |
| STIFEL FINANCIAL CORP |
SF |
STOCK |
PURCHASE
|
|
$1,000-15,000 |
| CVS HEALTH CORP |
CVS |
STOCK |
PURCHASE
|
|
$1,000-15,000 |
| SENSATAS TECHNOLOGIES |
ST |
STOCK |
PURCHASE
|
|
$1,000-15,000 |
| MURPHY OIL CORP |
MUR |
STOCK |
PURCHASE
|
|
$1,000-15,000 |
| VISHAY INTERTECHNOLOGY |
VCRT |
STOCK |
PURCHASE
|
|
$1,000-15,000 |
| OSHKOSH CORPORATION |
OSK |
STOCK |
PURCHASE
|
|
$1,000-15,000 |
| OSHKOSH CORPORATION |
OSK |
STOCK |
PURCHASE
|
|
$15,001-50,000 |
| OSHKOSH CORPORATION |
OSK |
STOCK |
PURCHASE
|
|
$50,001-100,000 |
| OSHKOSH CORPORATION |
OSK |
STOCK |
PURCHASE
|
|
$50,001-100,000 |
| VANGUARD LONG TERM TAX |
VLTAX |
FUND |
PURCHASE
|
|
$1,000-15,000 |
| APPLE INC |
AAPL |
STOCK |
PURCHASE
|
|
$1,000-15,000 |
| APPLE INC |
AAPL |
STOCK |
PURCHASE
|
|
$1,000-15,000 |
| PRINCE GEORGES CNTY MD |
|
BOND |
PURCHASE
|
|
$1,000-15,000 |
| MANATEE CNTY FLA PUB |
|
BOND |
PURCHASE
|
|
$1,000-15,000 |
| MASSACHUSETTS EDL FING |
|
BOND |
PURCHASE
|
|
$50,001-100,000 |
| White Mountains Insurance Group Ltd |
WMI |
STOCK |
PURCHASE
|
Aug. 28, 2024 |
$1,000.01-15,000 |
| GOLDMAN SACHS GROUP INC |
GS |
STOCK |
PURCHASE
|
Aug. 3, 2024 |
$1,000-5,160 |
| LEWIS & CLARK AGRIFOOD FUND II LP |
|
PRIVATE EQUITY |
PURCHASE
|
June 27, 2024 |
$1,000-5,160 |
| ALCOA CORP |
AA |
STOCK |
PURCHASE
|
June 27, 2024 |
$1,000-5,160 |
| LEWIS & CLARK AGRIFOOD FUND II LP |
|
PRIVATE EQUITY |
PURCHASE
|
June 27, 2024 |
$1,000.01-15,000 |
| White Mountains Insurance Group Ltd |
WMI |
STOCK |
PURCHASE
|
June 25, 2024 |
$5,161-10,320 |
| MATS-ALLOCATE LP |
|
FUND |
PURCHASE
|
June 18, 2024 |
$1,000.01-15,000 |
| CAFFEINATED CAPITAL 2023 ALLOCATE ACCESS FUND LP |
|
PRIVATE EQUITY |
PURCHASE
|
June 18, 2024 |
$1,000-5,160 |
| MATS-ALLOYCOTE LP |
|
PRIVATE EQUITY |
PURCHASE
|
June 18, 2024 |
$1,000-5,160 |
| CAFFEINATED CAPITAL 2023 ALLOCATE ACCESS FUND LP |
|
PRIVATE EQUITY |
PURCHASE
|
June 18, 2024 |
$1,000.01-15,000 |
| ALCOA CORP |
AA |
STOCK |
PURCHASE
|
June 17, 2024 |
$1,000.01-15,000 |
| SAFRAN SA-UNSPON ADR |
SAFRP |
STOCK |
SALE
|
June 11, 2024 |
$1,000-15,000 |
| SAFRAN SA-UNSPON ADR |
SAFRP |
STOCK |
PURCHASE
|
June 11, 2024 |
$5,161-10,320 |
| GOLDMAN SACHS GROUP INC |
GS |
STOCK |
PURCHASE
|
June 11, 2024 |
$1,000.01-15,000 |
| WORKDAY INC |
WDAY |
STOCK |
PURCHASE
|
June 11, 2024 |
$1,000-15,000 |
| GOLDMAN SACHS GROUP INC |
GS |
STOCK |
PURCHASE
|
June 11, 2024 |
$1,000-5,160 |
| ONEMAIN HLDGS INCCON |
OMF |
STOCK |
PURCHASE
|
June 6, 2024 |
$1,000.01-15,000 |
| AON PLC-CLASS A |
AON |
STOCK |
PURCHASE
|
June 6, 2024 |
$1,000-15,000 |
| WORKDAY INC |
WDAY |
STOCK |
PURCHASE
|
June 6, 2024 |
$1,000-15,000 |
| WORKDAY INC |
WDAY |
STOCK |
PURCHASE
|
June 6, 2024 |
$1,000.01-15,000 |
| BAYER AG-SPONSORED ADR |
BAYRY |
STOCK |
PURCHASE
|
June 6, 2024 |
$1,000-15,000 |
| BAYER AG-SPONSORED ADR |
BAYRY |
STOCK |
PURCHASE
|
June 6, 2024 |
$1,000.01-15,000 |
| AON PLC-CLASS A |
AON |
STOCK |
PURCHASE
|
June 6, 2024 |
$1,000.01-15,000 |
| ALCOA CORP |
AA |
STOCK |
PURCHASE
|
June 5, 2024 |
$1,000-5,160 |
| ONEMAIN HOLDINGS INCCOM |
OMF |
STOCK |
PURCHASE
|
June 5, 2024 |
$1,000-5,160 |
| ALCOA CORP |
AA |
STOCK |
PURCHASE
|
June 5, 2024 |
$1,000.01-15,000 |
| NETFLIX INC |
NFLX |
STOCK |
PURCHASE
|
June 4, 2024 |
$1,000-5,160 |
| WORKDAY INC |
WDAY |
STOCK |
PURCHASE
|
June 4, 2024 |
$1,000.01-15,000 |
| NETFLIX INC |
NFLX |
STOCK |
SALE
|
June 4, 2024 |
$1,000-15,000 |
| WORKDAY INC |
WDAY |
STOCK |
PURCHASE
|
June 4, 2024 |
$1,000-5,160 |
| WELLS FARGO & CO |
WFC |
STOCK |
SALE
|
June 4, 2024 |
$1,000-15,000 |
| WELLS FARGO & CO |
WFC |
STOCK |
PURCHASE
|
June 4, 2024 |
$1,000-5,160 |
| MICROSOFT CORP |
MSFT |
STOCK |
PURCHASE
|
June 3, 2024 |
$1,000.01-15,000 |
| META PLATFORMS INC-CLASS A |
META |
STOCK |
PURCHASE
|
June 3, 2024 |
$1,000-5,160 |
| MICROSOFT CORP |
MSFT |
STOCK |
PURCHASE
|
June 3, 2024 |
$1,000-5,160 |
| META PLATFORMS INC-CLASS A |
META |
STOCK |
SALE
|
June 3, 2024 |
$1,000-15,000 |
| WORKDAY INC |
WDAY |
STOCK |
PURCHASE
|
May 11, 2024 |
$1,000.01-15,000 |
| Example Mega Corp. Common Stock |
|
STOCK |
Sale
|
Feb. 5, 2020 |
$1,001 - $15,000 |