| ELM FAMILY INVESTMENTS LP |
|
PRIVATE EQUITY |
Purchase
|
|
nan |
| AERCAP HOLDINGS N.V. EURO |
AER |
STOCK |
Sale
|
April 30, 2026 |
$1,000-15,000 |
| STATE STREET SPDR S&P 500 ETF UNITS |
SPY |
ETF |
SALE
|
April 30, 2026 |
$1,000-$15,000 |
| CONCORA INC COM |
CCNC |
STOCK |
SALE
|
April 30, 2026 |
$250,001-$500,000 |
| STATE STREET SPDR S&P 500 ETF UNITS |
SPY |
ETF |
SALE
|
April 30, 2026 |
$1,000-$15,000 |
| STATE STREET SPDR S&P 500 ETF UNITS |
SPY |
ETF |
SALE
|
April 30, 2026 |
$1,000-$15,000 |
| CONNECTICUT ST SPL TAX OBLIG REV SPL |
|
BOND |
Purchase
|
April 29, 2026 |
$100,001-$250,000 |
| TERADYNE INC |
TER |
STOCK |
Purchase
|
April 29, 2026 |
$15,001-$50,000 |
| INTUIT INC |
INTU |
STOCK |
PURCHASE
|
April 29, 2026 |
$1,000-$15,000 |
| GE PROVENA INC |
|
STOCK |
Sale
|
April 29, 2026 |
$1,000-15,000 |
| VULCAN MATERIALS CO |
VMC |
STOCK |
Sale
|
April 29, 2026 |
$1,000-15,000 |
| Mays-Allocate 2025 LP |
|
PRIVATE EQUITY |
PURCHASE
|
April 29, 2026 |
$1,000-$15,000 |
| WORKDAY INC CL A |
WDAY |
STOCK |
PURCHASE
|
April 28, 2026 |
$1,000-$15,000 |
| VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF |
VTI |
ETF |
SALE
|
April 28, 2026 |
$50,001-$100,000 |
| MASTERCARD INCORPORATED CL A |
MA |
STOCK |
PURCHASE
|
April 28, 2026 |
$1,000-$15,000 |
| S&P GLOBAL INC |
SPGI |
STOCK |
PURCHASE
|
April 28, 2026 |
$1,000-$15,000 |
| DAMNIER CORPORATION COM |
DMRC |
STOCK |
Purchase
|
April 28, 2026 |
$15,001-$50,000 |
| Mays-Allocate LP |
|
FUND |
Purchase
|
April 27, 2026 |
$15,001-$50,000 |
| VISA INC |
V |
STOCK |
Sale
|
April 27, 2026 |
$1,000-15,000 |
| EVERPURE, INC. CLASS A |
|
PRIVATE EQUITY |
Purchase
|
April 27, 2026 |
$15,001-$50,000 |
| MASTERCARD INCORPORATED CL A |
MA |
STOCK |
PURCHASE
|
April 27, 2026 |
$1,000-$15,000 |
| SIEMENS ENERGY AG SPON ADS |
SMEGF |
STOCK |
PURCHASE
|
April 27, 2026 |
$1,000-$15,000 |
| Mays-Allocate 2025 LP |
|
PRIVATE EQUITY |
PURCHASE
|
April 24, 2026 |
$1,000-$15,000 |
| INDIANAPOLIS IND WTR SYS REV REF REV BDS |
|
BOND |
Purchase
|
April 24, 2026 |
$100,001-$250,000 |
| SHELL PLC SPON ADS |
SHEL |
STOCK |
Sale
|
April 24, 2026 |
$1,000-15,000 |
| EQT CORP COM |
EQT |
STOCK |
Purchase
|
April 24, 2026 |
$15,001-$50,000 |
| NORTHERN UNLIMITED TAX EXEMPT FUND |
|
FUND |
SALE
|
April 23, 2026 |
$50,001-$100,000 |
| HURON CONSULTING GROUP INC |
HURN |
STOCK |
Purchase
|
April 23, 2026 |
$15,001-$50,000 |
| CTS CORP |
CTS |
STOCK |
Sale
|
April 23, 2026 |
$1,000-15,000 |
| INSIGHT ENTERPRISES INC |
NSIT |
STOCK |
Purchase
|
April 23, 2026 |
$15,001-$50,000 |
| ARROW ELECTRONICS INC |
ACDC |
STOCK |
Sale
|
April 23, 2026 |
$15,001-50,000 |
| WORKDAY INC CL A |
WDAY |
STOCK |
PURCHASE
|
April 23, 2026 |
$1,000-$15,000 |
| EQT CORP COM |
EQT |
STOCK |
Purchase
|
April 23, 2026 |
$15,001-$50,000 |
| FAIR ISAAC CORP |
|
PRIVATE EQUITY |
Sale
|
April 22, 2026 |
$1,000-15,000 |
| WOODWARD INC COM |
WWD |
STOCK |
Sale
|
April 22, 2026 |
$1,000-15,000 |
| SHELL PLC SPON ADS |
SHEL |
STOCK |
Sale
|
April 21, 2026 |
$1,000-15,000 |
| NORTHERN TAX-ADVGT ULTRA-SHRT FIXED INC |
NTUX |
FUND |
Sale
|
April 21, 2026 |
$1,000-15,000 |
| BAYER AG SPON ADR |
BAYRY |
STOCK |
Sale
|
April 21, 2026 |
$1,000-15,000 |
| Mays-Allocate LP |
|
FUND |
Purchase
|
April 20, 2026 |
$15,001-$50,000 |
| WORKDAY INC COMCL A |
WDAY |
STOCK |
PURCHASE
|
April 20, 2026 |
$1,000-$15,000 |
| INTUIT INC |
INTU |
STOCK |
PURCHASE
|
April 20, 2026 |
$1,000-$15,000 |
| S&P GLOBAL INC COM |
SPGI |
STOCK |
PURCHASE
|
April 20, 2026 |
$1,000-$15,000 |
| SAP ADR |
SAP |
STOCK |
PURCHASE
|
April 20, 2026 |
$1,000-$15,000 |
| KEYSIGHT TECHNOLOGIES INC |
KEYS |
STOCK |
Purchase
|
April 17, 2026 |
$15,001-$50,000 |
| MASTERCARD INCORPORATED CL A |
MA |
STOCK |
PURCHASE
|
April 17, 2026 |
$1,000-$15,000 |
| META PLATFORMS INC CLASS A |
META |
STOCK |
PURCHASE
|
April 17, 2026 |
$1,000-$15,000 |
| REDDIT INC CL A |
RDDT |
STOCK |
PURCHASE
|
April 17, 2026 |
$1,000-$15,000 |
| ASML HOLDING NV EURO |
ASML |
STOCK |
Sale
|
April 17, 2026 |
$1,000-15,000 |
| ALLIANCE LAUNDRY HLDGS INC |
|
PRIVATE EQUITY |
Purchase
|
April 16, 2026 |
$15,001-$50,000 |
| BAYER AG SPON ADR |
BAYRY |
STOCK |
Sale
|
April 15, 2026 |
$1,000-15,000 |
| JACKSON CTRY MO SPL OBLIG SPL OBLIG BDS |
|
BOND |
Purchase
|
April 15, 2026 |
$100,001-$250,000 |
| Mays-Allocate Lp |
|
FUND |
PURCHASE
|
April 14, 2026 |
$1,000-$15,000 |
| S&P GLOBAL INC COM |
SPGI |
STOCK |
PURCHASE
|
April 14, 2026 |
$1,000-$15,000 |
| NEBRASKA INVT FIN AUNTH SINGLE FAMILY |
|
REAL ESTATE |
Sale
|
April 14, 2026 |
$250,001-500,000 |
| WOODWARD INC COM |
WWD |
STOCK |
Sale
|
April 13, 2026 |
$1,000-15,000 |
| TOWNE BEACH CALIF UNI SCH DIST GO BDS |
|
BOND |
Purchase
|
April 12, 2026 |
$100,001-$250,000 |
| INTUIT INC |
INTU |
STOCK |
Sale
|
April 12, 2026 |
$1,000-15,000 |
| HUMANA INC |
HUM |
STOCK |
PURCHASE
|
April 10, 2026 |
$1,000-$15,000 |
| AERCAP HOLDINGS N.V. EURO0.01 |
AER |
STOCK |
Sale
|
April 10, 2026 |
$1,000-15,000 |
| ESTEE LAUDER COMPANIES INC COM US00.01 CLASS A |
EL |
STOCK |
PURCHASE
|
April 9, 2026 |
$1,000-$15,000 |
| OHIO ST WTR DEV AUTH REV WTR DEV REV BDS |
|
BOND |
Purchase
|
April 9, 2026 |
$100,001-$250,000 |
| EVERMAIN HLDGS INC |
|
PRIVATE EQUITY |
Purchase
|
April 9, 2026 |
$15,001-$50,000 |
| EQT CORP COM |
EQT |
STOCK |
Purchase
|
April 9, 2026 |
$15,001-$50,000 |
| APPLIED INDUSTRIAL TECHNOLOGIES INC |
AIT |
STOCK |
Sale
|
April 9, 2026 |
$15,001-50,000 |
| Mays-Allocate LP |
|
FUND |
Purchase
|
April 8, 2026 |
$15,001-$50,000 |
| ESTEE LAUDER COMPANIES INC CLASS A |
EL |
STOCK |
PURCHASE
|
April 8, 2026 |
$1,000-$15,000 |
| BAYER AG SPON ADR |
BAYRY |
STOCK |
Sale
|
April 8, 2026 |
$1,000-15,000 |
| VIRGINIA COLLEGE BLDG AUTH VA EDLN |
|
BOND |
Purchase
|
April 8, 2026 |
$100,001-$250,000 |
| IOWA ST SPL OBLIG IDS PROCESS SPL OBLIG |
|
BOND |
Purchase
|
April 8, 2026 |
$100,001-$250,000 |
| ARTHUR J. GALLAGHER & CO. ISIN #US86356761097 SEDOL #B1DQWJQ |
AJG |
STOCK |
PURCHASE
|
April 7, 2026 |
$1,000-$15,000 |
| CALIFORNIA INFRASTRUCTURE |
|
FUND |
Purchase
|
April 7, 2026 |
$100,001-$250,000 |
| UNIVERSITY HOUSTON TEX UNIV REVS |
|
BOND |
Purchase
|
April 7, 2026 |
$100,001-$250,000 |
| SHELL PLC SPON ADS |
SHEL |
STOCK |
Sale
|
April 7, 2026 |
$1,000-15,000 |
| NORTHERN TAX-ADVGT ULTRA-SHRT FIXED INC |
NTUX |
FUND |
Sale
|
April 7, 2026 |
$1,000-15,000 |
| ARTHUR J. GALLAGHER & CO. |
AJG |
STOCK |
PURCHASE
|
April 6, 2026 |
$1,000-$15,000 |
| AON PLC SHS CLA COM USD0.01 |
AON |
STOCK |
Sale
|
April 6, 2026 |
$1,000-15,000 |
| ASML HOLDING NV EURO |
ASML |
STOCK |
Sale
|
April 6, 2026 |
$1,000-15,000 |
| Mays-Allocate 2025 LP |
|
PRIVATE EQUITY |
Purchase
|
April 3, 2026 |
$15,001-$50,000 |
| CLIFFWATER CORPORATE LENDING FUND I |
|
FUND |
SALE
|
April 2, 2026 |
$1,000-$15,000 |
| INTUIT INC |
INTU |
STOCK |
PURCHASE
|
April 2, 2026 |
$1,000-$15,000 |
| CLIFFWATER ENHANCED LENDING FUND INSTL |
CLFX |
FUND |
SALE
|
April 2, 2026 |
$1,000-$15,000 |
| WOODWARD INC COM |
WWD |
STOCK |
Sale
|
April 2, 2026 |
$1,000-15,000 |
| CLIFFWATER ENHANCED LENDING FUND INSTL |
CLFX |
FUND |
SALE
|
April 2, 2026 |
$50,001-$100,000 |
| ESTEE LAUDER COMPANIES INC CLASS A |
EL |
STOCK |
PURCHASE
|
April 1, 2026 |
$1,000-$15,000 |
| S&P GLOBAL INC |
SPGI |
STOCK |
Purchase
|
April 1, 2026 |
$15,001-$50,000 |
| CONOCOPHILLIPS COM |
COP |
STOCK |
Sale
|
April 1, 2026 |
$1,000-15,000 |
| MASTERCARD INCORPORATED CL A |
MA |
STOCK |
PURCHASE
|
April 1, 2026 |
$1,000-$15,000 |