|
Arjun Mody
|
executive |
NEW YORK N Y GO BDS SER C OCT20 05.000%AUG01 2034 |
|
BOND |
Sale
|
Jan. 23, 2026 |
$$1,001 - $15,000 |
April 10, 2026 |
|
Arjun Mody
|
executive |
PIMA CNTY ARIZ SWR REV SYS OBLIGS SER B DEC20 05.000%JUL01 2027 Bond |
|
BOND |
Sale
|
Jan. 23, 2026 |
$$1,001 - $15,000 |
April 10, 2026 |
|
Arjun Mody
|
executive |
TEXAS WTR DEV BRD REV ST REVOLVING FD REV BDS JUN20 05.000%AUG01 2027 |
|
BOND |
Sale
|
Jan. 23, 2026 |
$$1,001 - $15,000 |
April 10, 2026 |
|
Arjun Mody
|
executive |
TEXAS A & M UNIV REV FING SYS BDS SER E DEC17 05.000%MAY15 2027 |
|
BOND |
Sale
|
Jan. 23, 2026 |
$$1,001 - $15,000 |
April 10, 2026 |
|
Arjun Mody
|
executive |
NORTH CAROLINA ST GO REF BDS SER A MAR16 05.000%JUN01 2028 |
|
BOND |
Sale
|
Jan. 23, 2026 |
$$1,001 - $15,000 |
April 10, 2026 |
|
Donald J Trump
|
executive |
TESLA INC |
TSLA |
STOCK |
sale
|
Jan. 23, 2026 |
$Yes $1,001 - $15,000 |
May 14, 2026 |
|
Arjun Mody
|
executive |
UNIVERSITY UTAH UNIV REV GEN BDS SER A DEC19 05.000%AUG01 2032 |
|
BOND |
Sale
|
Jan. 23, 2026 |
$$1,001 - $15,000 |
April 10, 2026 |
|
Arjun Mody
|
executive |
SOUTH DAKOTA CONSERVANCY DIST REV ST REVOLVING JUL20 05.000%AUG01 2032 Bond |
|
BOND |
Sale
|
Jan. 23, 2026 |
$$1,001 - $15,000 |
April 10, 2026 |
|
Arjun Mody
|
executive |
OHIO ST HWY CAP IMPT GO BDS W JUN20 05.000%MAY01 2031 |
|
BOND |
Sale
|
Jan. 23, 2026 |
$$1,001 - $15,000 |
April 10, 2026 |
|
Arjun Mody
|
executive |
HOUSTON TEX UTIL SYS REV COMB FIRST LIEN REF C JUL20 05.000%NOV15 2028 Bond |
|
BOND |
Sale
|
Jan. 23, 2026 |
$$1,001 - $15,000 |
April 10, 2026 |
|
Donald J Trump
|
executive |
ARES MANAGEMENT CORP CL A |
ARES |
STOCK |
sale
|
Jan. 23, 2026 |
$$1,001 - $15,000 |
May 14, 2026 |
|
Donald J Trump
|
executive |
CATERPILLAR INC |
CAT |
STOCK |
sale
|
Jan. 23, 2026 |
$$15,001 - $50,000 |
May 14, 2026 |
|
Arjun Mody
|
executive |
PRIVATE COLLEGES & UNIVS AUTH GA REV BDS EMORY B JUN20 05.000%SEP01 2031 Bond |
|
BOND |
Sale
|
Jan. 23, 2026 |
$$1,001 - $15,000 |
April 10, 2026 |
|
Arjun Mody
|
executive |
BROWARD CNTY FLA TOURIST DEV TAX REV BDS DEC21 05.000%SEP01 2032 |
|
BOND |
Sale
|
Jan. 23, 2026 |
$$1,001 - $15,000 |
April 10, 2026 |
|
Arjun Mody
|
executive |
NEW YORK ST DORM AUTH ST PERS INCOME TAX REV A MAR21 05.000%MAR15 2030 Bond |
|
BOND |
Sale
|
Jan. 23, 2026 |
$$1,001 - $15,000 |
April 10, 2026 |
|
Arjun Mody
|
executive |
FLORIDA ST BRD ED PUB ED FULL FAITH CREDIT CAP C AUG18 05.000%JUN01 2029 Bond |
|
BOND |
Sale
|
Jan. 23, 2026 |
$$1,001 - $15,000 |
April 10, 2026 |
|
Unknown
|
Unknown |
LINDA MAYS MCCAUL 2006 DESCENDANT TRUST |
|
PRIVATE EQUITY |
SALE
|
Jan. 23, 2026 |
$$1,000-$15,000 |
None |
|
Donald J Trump
|
executive |
APPLE INC |
AAPL |
STOCK |
sale
|
Jan. 23, 2026 |
$$15,001 - $50,000 |
May 14, 2026 |
|
Donald J Trump
|
executive |
ADOBE INC |
ADBE |
STOCK |
purchase
|
Jan. 23, 2026 |
$$1,001 - $15,000 |
May 14, 2026 |
|
Donald J Trump
|
executive |
AMCOR PLC |
AMCR |
STOCK |
purchase
|
Jan. 23, 2026 |
$$1,001 - $15,000 |
May 14, 2026 |
|
Unknown
|
Unknown |
Southeast Energy Authority Cooperative District, Alabama Bonds |
|
BOND |
Sale
|
Jan. 23, 2026 |
$$250,001 - $500,000 |
None |
|
Arjun Mody
|
executive |
BROWARD CNTY FLA TOURIST DEV TAX REV BDS DEC21 05.000%SEP01 2032 |
|
BOND |
Sale
|
Jan. 23, 2026 |
$$1,001 - $15,000 |
April 10, 2026 |
|
Donald J Trump
|
executive |
BAKTER INT, INC |
|
PRIVATE EQUITY |
purchase
|
Jan. 23, 2026 |
$$1,001 - $15,000 |
May 14, 2026 |
|
Donald J Trump
|
executive |
ALLIANT ENERGY CORP |
AUE |
STOCK |
purchase
|
Jan. 23, 2026 |
$Yes $1,001 - $15,000 |
May 14, 2026 |
|
Arjun Mody
|
executive |
TEXAS WTR DEV BRD REV ST REVOLVING FD REV BDS JUN20 05.000%AUG01 2027 |
|
BOND |
Sale
|
Jan. 23, 2026 |
$$1,001 - $15,000 |
April 10, 2026 |