| DALLAS TEX GO REF AND |
|
BOND |
SALE
|
|
$200,001-$500,000 |
| CACT INTL INC CLA |
CACT |
STOCK |
SALE
|
|
$200,001-$500,000 |
| CARMAX-KENSWORTH CMMNTY |
|
REAL ESTATE |
PURCHASE
|
|
$1,001 - $15,000 |
| NYS DORM ST RS PERS INC |
|
REAL ESTATE |
SALE
|
|
$200,001-$500,000 |
| APPLE INC |
AAPL |
STOCK |
SALE
|
|
$200,001-$500,000 |
| VANGUARD TOTAL STOCK |
VTSAX |
FUND |
SALE
|
|
$1,001-$15,000 |
| RURAL WTR FNG AGY KY |
|
FIXED INCOME |
PURCHASE
|
|
$50,001 - $100,000 |
| VANGUARD LONG TERM TAX |
VLTAX |
FUND |
SALE
|
|
$1,001-$15,000 |
| BROADCOM INC |
AVGO |
STOCK |
PURCHASE
|
|
$15,001 - $50,000 |
| NAT FUEL GAS CO NJ $1 |
|
BOND |
SALE
|
|
$200,001-$500,000 |
| NETFLIX COM INC |
NFLX |
STOCK |
PURCHASE
|
|
$15,001 - $50,000 |
| LPL FINANCIAL HOLDINGS |
LPL |
STOCK |
SALE
|
|
$200,001-$500,000 |
| AT&T INC |
T |
STOCK |
SALE
|
|
$1,001-$15,000 |
| SUNIC COMMUNITYS INC |
SUNI |
STOCK |
SALE
|
|
$1,001-$15,000 |
| KRAFT (THE) HEINZ CO SHS |
KHC |
STOCK |
SALE
|
|
$200,001-$500,000 |
| INTUIT INC |
INTU |
STOCK |
PURCHASE
|
March 31, 2025 |
$15,001 - $50,000 |
| LEWIS & CLARK |
|
nan |
PURCHASE
|
March 28, 2025 |
$1,001 - $15,000 |
| MAYS ALLOCATE |
|
FUND |
PURCHASE
|
March 28, 2025 |
$15,001 - $50,000 |
| BDT CAPITAL PARTNERS FUND 4 LP |
|
PRIVATE EQUITY |
PURCHASE
|
March 27, 2025 |
$15,001 - $50,000 |
| AON PLC |
AON |
STOCK |
PURCHASE
|
March 26, 2025 |
$1,001 - $15,000 |
| LENNAR CORP |
LEN |
STOCK |
PURCHASE
|
March 26, 2025 |
$15,001 - $50,000 |
| VULCAN MATERIALS CO |
VMC |
STOCK |
PURCHASE
|
March 21, 2025 |
$15,001 - $50,000 |
| AON PLC |
AON |
STOCK |
PURCHASE
|
March 19, 2025 |
$1,001 - $15,000 |
| CHARTER COMMUNICATIONS INC |
CHTR |
STOCK |
PURCHASE
|
March 19, 2025 |
$1,001 - $15,000 |
| COMCAST CORP |
CMCSA |
STOCK |
PURCHASE
|
March 18, 2025 |
$1,001 - $15,000 |
| IDIRECT PRIVATE CREDIT FUND |
|
FUND |
PURCHASE
|
March 18, 2025 |
$50,001 - $100,000 |
| MICROSOFT CORP |
MSFT |
STOCK |
PURCHASE
|
March 18, 2025 |
$1,001 - $15,000 |
| PROSUS NV |
PRX |
STOCK |
PURCHASE
|
March 18, 2025 |
$1,001 - $15,000 |
| HPS SPECIAL OPP FUND II LP |
|
PRIVATE EQUITY |
PURCHASE
|
March 17, 2025 |
$1,001 - $15,000 |
| MARTIN MARIETTA MATERIALS |
MLM |
STOCK |
PURCHASE
|
March 17, 2025 |
$15,001 - $50,000 |
| HPS SPECIAL OPP FUND II LP |
|
PRIVATE EQUITY |
PURCHASE
|
March 17, 2025 |
$15,001 - $50,000 |
| WOODWARD INC |
WWD |
STOCK |
PURCHASE
|
March 14, 2025 |
$1,001 - $15,000 |
| UNITEDHEALTH GROUP INC |
UNH |
STOCK |
PURCHASE
|
March 13, 2025 |
$15,001 - $50,000 |
| LENNAR CORP |
LEN |
STOCK |
PURCHASE
|
March 13, 2025 |
$15,001 - $50,000 |
| ONEMAIN HLDGS INCCOM |
OMF |
STOCK |
PURCHASE
|
March 12, 2025 |
$15,001 - $50,000 |
| VISA INC |
V |
STOCK |
PURCHASE
|
March 12, 2025 |
$1,001 - $15,000 |
| MAYS-ALLOCATE |
|
nan |
PURCHASE
|
March 12, 2025 |
$1,001 - $15,000 |
| PROSUS NV |
PRX |
STOCK |
PURCHASE
|
March 11, 2025 |
$1,001 - $15,000 |
| AON PLC |
AON |
STOCK |
PURCHASE
|
March 11, 2025 |
$1,001 - $15,000 |
| VISA INC |
V |
STOCK |
PURCHASE
|
March 11, 2025 |
$1,001 - $15,000 |
| DEXCOM INC COM INC |
DXCM |
STOCK |
PURCHASE
|
March 10, 2025 |
$15,001 - $50,000 |
| nValent Electric |
|
PRIVATE EQUITY |
PURCHASE
|
March 10, 2025 |
$15,001 - $50,000 |
| LONDON STOCK EXCHG |
|
nan |
PURCHASE
|
March 10, 2025 |
$15,001 - $50,000 |
| VALVOLINE INC |
VZ |
STOCK |
PURCHASE
|
March 10, 2025 |
$15,001 - $50,000 |
| ESTEE LAUDER COMPANIES |
EL |
STOCK |
PURCHASE
|
March 7, 2025 |
$1,001 - $15,000 |
| MAYS-ALLOCATE |
|
nan |
PURCHASE
|
March 6, 2025 |
$1,001 - $15,000 |
| SAFRAN SA |
SAF |
STOCK |
PURCHASE
|
March 6, 2025 |
$1,001 - $15,000 |
| VISA INC |
V |
STOCK |
PURCHASE
|
March 6, 2025 |
$1,001 - $15,000 |
| ESTEE LAUDER COMPANIES |
EL |
STOCK |
PURCHASE
|
March 5, 2025 |
$15,001 - $50,000 |
| Hayward Holdings, Inc. |
|
PRIVATE EQUITY |
PURCHASE
|
March 4, 2025 |
$15,001 - $50,000 |
| TriMas Corp |
TMM |
STOCK |
PURCHASE
|
March 4, 2025 |
$1,001 - $15,000 |
| VISA INC |
V |
STOCK |
PURCHASE
|
March 11, 2024 |
$1,001 - $15,000 |