D
Jared Moskowitz
house · FL · DemocratThese returns are estimates, not real results. Congressional filings report trade sizes as broad dollar ranges (for example $1,001–$15,000), and those ranges get much wider for large trades. Every figure here uses the midpoint of the disclosed range, so an individual number can be off by a wide margin. Treat rankings as rough signal, never as precise performance. How this is calculated
Est. return (weighted)
+14.3%
2025-09-14 → 2026-09-14
S&P 500 same window
+16.3%
Benchmark context only
Trades in window
60 / 60
Priced / disclosed
Est. volume
$627K
Midpoint of disclosed ranges
Sample flags: small sample means fewer than 5 priced trades; limited data means fewer than half of disclosed trades were priced.
What drove the estimate
Largest single ticker accounts for 17% of the total movement — concentration, not breadth, can explain a strong number.
| Ticker | Trades | Est. volume | Weight | Avg. est. return | Contribution |
|---|---|---|---|---|---|
| CSCO | 2 | $41K | 6% | +67.4% | +4.36% |
| DELL | 1 | $8K | 1% | +281.6% | +3.59% |
| PANW | 2 | $16K | 3% | +103.9% | +2.65% |
| GS | 2 | $41K | 6% | +37.3% | +2.41% |
| TSCO | 2 | $41K | 6% | +26.6% | +1.72% |
| AVGO | 3 | $49K | 8% | +13.0% | +1.00% |
| MSFT | 2 | $16K | 3% | +31.1% | +0.79% |
| TSM | 1 | $8K | 1% | +55.6% | +0.71% |
| ASML | 2 | $16K | 3% | +24.4% | +0.62% |
| META | 2 | $16K | 3% | +14.2% | +0.36% |
| GE | 2 | $16K | 3% | +12.7% | +0.32% |
| PEP | 2 | $41K | 6% | +4.6% | +0.29% |
| HCA | 2 | $16K | 3% | +10.0% | +0.25% |
| GILD | 2 | $16K | 3% | +6.1% | +0.16% |
| AXP | 2 | $16K | 3% | +5.7% | +0.15% |
Trade history
Most recent 300 disclosed transactions, all timeframes.
| Traded | Ticker | Asset | Type | Disclosed range | Est. midpoint | Disclosed |
|---|---|---|---|---|---|---|
| Jul 13, 2026 | AMAT | Applied Materials, Inc. - Common Stock F S: New S O: Morgan Stanley Active Assets (1) | purchase | $1,001 - $15,000 | $8K | Jul 31, 2026 |
| Jul 13, 2026 | STE | STERIS plc | sale | $1,001 - $15,000 | $8K | Jul 31, 2026 |
| Jun 18, 2026 | AMAT | Applied Materials, Inc. - Common Stock F S: New S O: Morgan Stanley Active Assets (5) | purchase | $1,001 - $15,000 | $8K | Jun 30, 2026 |
| Jun 18, 2026 | AMAT | Applied Materials, Inc. - Common Stock F S: New S O: Morgan Stanley Active Assets (1) | purchase | $1,001 - $15,000 | $8K | Jun 30, 2026 |
| Jun 17, 2026 | MNST | Monster Beverage Corporation - Common Stock F S: New S O: Morgan Stanley Active Assets (5) | purchase | $1,001 - $15,000 | $8K | Jun 30, 2026 |
| Jun 17, 2026 | HD | Home Depot, Inc. | purchase | $1,001 - $15,000 | $8K | Jun 30, 2026 |
| Jun 17, 2026 | META | Meta Platforms, Inc. - Class A Common Stock | purchase | $1,001 - $15,000 | $8K | Jun 30, 2026 |
| Jun 17, 2026 | MSFT | Microsoft Corporation - Common Stock F S: New S O: Morgan Stanley Active Assets (5) | purchase | $1,001 - $15,000 | $8K | Jun 30, 2026 |
| Jun 17, 2026 | MSFT | Microsoft Corporation - Common Stock | purchase | $1,001 - $15,000 | $8K | Jun 30, 2026 |
| Jun 17, 2026 | MNST | Monster Beverage Corporation - Common Stock | purchase | $1,001 - $15,000 | $8K | Jun 30, 2026 |
| Jun 17, 2026 | SPGI | S&P Global Inc. Common Stock | sale | $1,001 - $15,000 | $8K | Jun 30, 2026 |
| Jun 17, 2026 | SPGI | S&P Global Inc. Common Stock | sale | $1,001 - $15,000 | $8K | Jun 30, 2026 |
| Jun 17, 2026 | HCA | HCA Healthcare, Inc. Common Stock | purchase | $1,001 - $15,000 | $8K | Jun 30, 2026 |
| Jun 17, 2026 | HCA | HCA Healthcare, Inc. Common Stock | purchase | $1,001 - $15,000 | $8K | Jun 30, 2026 |
| Jun 17, 2026 | META | Meta Platforms, Inc. - Class A Common Stock F S: New S O: Morgan Stanley Active Assets (5) | purchase | $1,001 - $15,000 | $8K | Jun 30, 2026 |
| Jun 12, 2026 | SPCX | Space Exploration Technologies Corp. - Class A Common Stock | purchase | $1,001 - $15,000 | $8K | Jun 30, 2026 |
| May 6, 2026 | COR | Cencora, Inc. Common Stock | sale | $1,001 - $15,000 | $8K | May 31, 2026 |
| May 6, 2026 | COR | Cencora, Inc. Common Stock | sale | $1,001 - $15,000 | $8K | May 31, 2026 |
| May 6, 2026 | GILD | Gilead Sciences, Inc. - Common Stock | purchase | $1,001 - $15,000 | $8K | May 31, 2026 |
| May 6, 2026 | GILD | Gilead Sciences, Inc. - Common Stock | purchase | $1,001 - $15,000 | $8K | May 31, 2026 |
| Mar 31, 2026 | GE | GE Aerospace Common Stock | purchase | $1,001 - $15,000 | $8K | Mar 31, 2026 |
| Mar 31, 2026 | PANW | Palo Alto Networks, Inc. | purchase | $1,001 - $15,000 | $8K | Mar 31, 2026 |
| Mar 31, 2026 | AXP | American Express Company Common Stock | purchase | $1,001 - $15,000 | $8K | Mar 31, 2026 |
| Mar 31, 2026 | AVGO | Broadcom Inc. - Common Stock | purchase | $1,001 - $15,000 | $8K | Mar 31, 2026 |
| Mar 31, 2026 | QCOM | QUALCOMM Incorporated - Common Stock | sale | $15,001 - $50,000 | $33K | Mar 31, 2026 |
| Mar 31, 2026 | CB | Chubb Limited Common Stock | purchase | $1,001 - $15,000 | $8K | Mar 31, 2026 |
| Mar 31, 2026 | HD | Home Depot, Inc. | purchase | $1,001 - $15,000 | $8K | Mar 31, 2026 |
| Mar 23, 2026 | MNST | Monster Beverage Corporation - Common Stock | purchase | $1,001 - $15,000 | $8K | Mar 31, 2026 |
| Mar 23, 2026 | ACN | Accenture plc Class A Ordinary Shares | sale | $1,001 - $15,000 | $8K | Mar 31, 2026 |
| Mar 23, 2026 | ASML | ASML Holding N.V. - New York Registry Shares | purchase | $1,001 - $15,000 | $8K | Mar 31, 2026 |
| Mar 23, 2026 | ASML | ASML Holding N.V. - New York Registry Shares | purchase | $1,001 - $15,000 | $8K | Mar 31, 2026 |
| Mar 23, 2026 | ADP | Automatic Data Processing, Inc. - Common Stock | sale | $1,001 - $15,000 | $8K | Mar 31, 2026 |
| Mar 23, 2026 | BRO | Brown & Brown, Inc. Common Stock | sale | $1,001 - $15,000 | $8K | Mar 31, 2026 |
| Mar 23, 2026 | COR | Cencora, Inc. Common Stock | purchase | $1,001 - $15,000 | $8K | Mar 31, 2026 |
| Mar 23, 2026 | GE | GE Aerospace Common Stock | purchase | $1,001 - $15,000 | $8K | Mar 31, 2026 |
| Mar 23, 2026 | GD | General Dynamics Corporation Common Stock | purchase | $1,001 - $15,000 | $8K | Mar 31, 2026 |
| Mar 23, 2026 | MSI | Motorola Solutions, Inc. Common Stock | purchase | $1,001 - $15,000 | $8K | Mar 31, 2026 |
| Mar 23, 2026 | ORCL | Oracle Corporation Common Stock | sale | $1,001 - $15,000 | $8K | Mar 31, 2026 |
| Mar 23, 2026 | PANW | Palo Alto Networks, Inc. | purchase | $1,001 - $15,000 | $8K | Mar 31, 2026 |
| Mar 23, 2026 | PH | Parker-Hannifin Corporation Common Stock | purchase | $1,001 - $15,000 | $8K | Mar 31, 2026 |
| Mar 23, 2026 | CI | The Cigna Group Common Stock | sale | $1,001 - $15,000 | $8K | Mar 31, 2026 |
| Mar 23, 2026 | TSCO | Tractor Supply Company - Common Stock | sale | $1,001 - $15,000 | $8K | Mar 31, 2026 |
| Mar 23, 2026 | TSCO | Tractor Supply Company - Common Stock | sale | $15,001 - $50,000 | $33K | Mar 31, 2026 |
| Feb 27, 2026 | ROP | Roper Technologies, Inc. | sale | $1,001 - $15,000 | $8K | Feb 28, 2026 |
| Dec 2, 2025 | SO | Southern Company | purchase | $1,001 - $15,000 | $8K | Dec 31, 2025 |
| Dec 2, 2025 | MCK | McKesson Corporation Common Stock | purchase | $1,001 - $15,000 | $8K | Dec 31, 2025 |
| Dec 2, 2025 | PEP | Pepsico, Inc. | sale | $1,001 - $15,000 | $8K | Dec 31, 2025 |
| Dec 2, 2025 | PEP | Pepsico, Inc. | sale | $15,001 - $50,000 | $33K | Dec 31, 2025 |
| Oct 10, 2025 | AXP | American Express Company Common Stock | purchase | $1,001 - $15,000 | $8K | Oct 31, 2025 |
| Oct 10, 2025 | AVGO | Broadcom Inc. - Common Stock | purchase | $1,001 - $15,000 | $8K | Oct 31, 2025 |
| Oct 10, 2025 | AVGO | Broadcom Inc. - Common Stock | purchase | $15,001 - $50,000 | $33K | Oct 31, 2025 |
| Oct 10, 2025 | CARR | Carrier Global Corporation Common Stock | sale | $1,001 - $15,000 | $8K | Oct 31, 2025 |
| Oct 10, 2025 | CSCO | Cisco Systems, Inc. - Common Stock | purchase | $1,001 - $15,000 | $8K | Oct 31, 2025 |
| Oct 10, 2025 | CSCO | Cisco Systems, Inc. - Common Stock | purchase | $15,001 - $50,000 | $33K | Oct 31, 2025 |
| Oct 10, 2025 | DELL | Dell Technologies Inc. Class C Common Stock | purchase | $1,001 - $15,000 | $8K | Oct 31, 2025 |
| Oct 10, 2025 | GS | Goldman Sachs Group, Inc. | purchase | $1,001 - $15,000 | $8K | Oct 31, 2025 |
| Oct 10, 2025 | GS | Goldman Sachs Group, Inc. | purchase | $15,001 - $50,000 | $33K | Oct 31, 2025 |
| Oct 10, 2025 | SHW | Sherwin-Williams Company | sale | $1,001 - $15,000 | $8K | Oct 31, 2025 |
| Oct 10, 2025 | TSM | Taiwan Semiconductor Manufacturing Company Ltd. | purchase | $1,001 - $15,000 | $8K | Oct 31, 2025 |
| Oct 10, 2025 | TXN | Texas Instruments Incorporated - Common Stock | sale | $1,001 - $15,000 | $8K | Oct 31, 2025 |
| May 15, 2025 | HCA | HCA Healthcare, Inc. Common Stock | purchase | $1,001 - $15,000 | $8K | May 31, 2025 |
| May 15, 2025 | CI | The Cigna Group Common Stock | purchase | $1,001 - $15,000 | $8K | May 31, 2025 |
| May 15, 2025 | UNH | UnitedHealth Group Incorporated Common Stock | sale | $1,001 - $15,000 | $8K | May 31, 2025 |
| Apr 16, 2025 | AMGN | Amgen Inc. - Common Stock | purchase | $1,001 - $15,000 | $8K | Apr 30, 2025 |
| Apr 16, 2025 | NVDA | NVIDIA Corporation - Common Stock | purchase | $1,001 - $15,000 | $8K | Apr 30, 2025 |
| Apr 10, 2025 | GS | Goldman Sachs Group, Inc. | sale | $1,001 - $15,000 | $8K | Apr 30, 2025 |
| Apr 10, 2025 | SBUX | Starbucks Corporation - Common Stock | sale | $1,001 - $15,000 | $8K | Apr 30, 2025 |
| Apr 10, 2025 | SBUX | Starbucks Corporation - Common Stock | sale | $1,001 - $15,000 | $8K | Apr 30, 2025 |
| Apr 7, 2025 | GS | Goldman Sachs Group, Inc. | purchase | $1,001 - $15,000 | $8K | Apr 30, 2025 |
| Apr 7, 2025 | ACN | Accenture plc Class A Ordinary Shares | purchase | $1,001 - $15,000 | $8K | Apr 30, 2025 |
| Apr 7, 2025 | ADI | Analog Devices, Inc. - Common Stock | purchase | $1,001 - $15,000 | $8K | Apr 30, 2025 |
| Apr 7, 2025 | CAT | Caterpillar, Inc. Common Stock | purchase | $1,001 - $15,000 | $8K | Apr 30, 2025 |
| Apr 7, 2025 | ITW | Illinois Tool Works Inc. Common Stock | purchase | $1,001 - $15,000 | $8K | Apr 30, 2025 |
| Apr 7, 2025 | NEE | NextEra Energy, Inc. Common Stock | sale | $1,001 - $15,000 | $8K | Apr 30, 2025 |
| Apr 7, 2025 | ORCL | Oracle Corporation Common Stock | purchase | $1,001 - $15,000 | $8K | Apr 30, 2025 |
| Apr 7, 2025 | QCOM | QUALCOMM Incorporated - Common Stock | purchase | $1,001 - $15,000 | $8K | Apr 30, 2025 |
| Apr 7, 2025 | SHW | Sherwin-Williams Company | purchase | $1,001 - $15,000 | $8K | Apr 30, 2025 |
| Apr 7, 2025 | TXN | Texas Instruments Incorporated - Common Stock | purchase | $1,001 - $15,000 | $8K | Apr 30, 2025 |
| Apr 7, 2025 | TSCO | Tractor Supply Company - Common Stock | purchase | $1,001 - $15,000 | $8K | Apr 30, 2025 |
| Mar 10, 2025 | ELV | Elevance Health, Inc. Common Stock | sale | $1,001 - $15,000 | $8K | Mar 31, 2025 |
| Mar 10, 2025 | NVDA | NVIDIA Corporation - Common Stock | purchase | $1,001 - $15,000 | $8K | Mar 31, 2025 |
| Mar 10, 2025 | NVDA | NVIDIA Corporation - Common Stock | purchase | $1,001 - $15,000 | $8K | Mar 31, 2025 |
| Mar 10, 2025 | TJX | TJX Companies, Inc. | purchase | $1,001 - $15,000 | $8K | Mar 31, 2025 |
| Mar 10, 2025 | TJX | TJX Companies, Inc. | purchase | $1,001 - $15,000 | $8K | Mar 31, 2025 |
| Mar 10, 2025 | AVGO | Broadcom Inc. - Common Stock | sale | $1,001 - $15,000 | $8K | Mar 31, 2025 |
| Mar 10, 2025 | ELV | Elevance Health, Inc. Common Stock | sale | $1,001 - $15,000 | $8K | Mar 31, 2025 |
| Feb 13, 2025 | WST | West Pharmaceutical Services, Inc. Common Stock F S: New S O: Morgan Stanley Active Assets (6) | sale | $1,001 - $15,000 | $8K | Feb 28, 2025 |
| Jan 15, 2025 | CNI | Canadian National Railway Company Common Stock | sale | $1,001 - $15,000 | $8K | Jan 31, 2025 |
| Jan 15, 2025 | MCK | McKesson Corporation Common Stock | purchase | $1,001 - $15,000 | $8K | Jan 31, 2025 |
| Jan 15, 2025 | CNI | Canadian National Railway Company Common Stock | sale | $1,001 - $15,000 | $8K | Jan 31, 2025 |
| Jan 15, 2025 | GS | Goldman Sachs Group, Inc. | purchase | $1,001 - $15,000 | $8K | Jan 31, 2025 |
| Jan 15, 2025 | ABBV | AbbVie Inc. Common Stock | purchase | $1,001 - $15,000 | $8K | Jan 31, 2025 |
| Jan 15, 2025 | ABT | Abbott Laboratories Common Stock | sale | $1,001 - $15,000 | $8K | Jan 31, 2025 |
| Jan 15, 2025 | SYK | Stryker Corporation Common Stock | purchase | $1,001 - $15,000 | $8K | Jan 31, 2025 |
| Jan 15, 2025 | MRK | Merck & Company, Inc. Common Stock | sale | $1,001 - $15,000 | $8K | Jan 31, 2025 |
| Nov 8, 2024 | QCOM | QUALCOMM Incorporated - Common Stock | purchase | $1,001 - $15,000 | $8K | Nov 30, 2024 |
| Nov 8, 2024 | ACN | Accenture plc Class A Ordinary Shares | purchase | $1,001 - $15,000 | $8K | Nov 30, 2024 |
| Nov 8, 2024 | AMZN | Amazon.com, Inc. - Common Stock | purchase | $1,001 - $15,000 | $8K | Nov 30, 2024 |
| Nov 8, 2024 | AMZN | Amazon.com, Inc. - Common Stock | purchase | $1,001 - $15,000 | $8K | Nov 30, 2024 |
| Nov 8, 2024 | ATO | Atmos Energy Corporation Common Stock | purchase | $1,001 - $15,000 | $8K | Nov 30, 2024 |
| Nov 8, 2024 | AVGO | Broadcom Inc. - Common Stock | purchase | $1,001 - $15,000 | $8K | Nov 30, 2024 |
| Nov 8, 2024 | CVX | Chevron Corporation Common Stock | sale | $1,001 - $15,000 | $8K | Nov 30, 2024 |
| Nov 8, 2024 | CMI | Cummins Inc. Common Stock | purchase | $1,001 - $15,000 | $8K | Nov 30, 2024 |
| Nov 8, 2024 | XOM | Exxon Mobil Corporation Common Stock | sale | $1,001 - $15,000 | $8K | Nov 30, 2024 |
| Nov 8, 2024 | JNJ | Johnson & Johnson Common Stock | purchase | $1,001 - $15,000 | $8K | Nov 30, 2024 |
| Nov 8, 2024 | LIN | Linde plc - Ordinary Shares | purchase | $1,001 - $15,000 | $8K | Nov 30, 2024 |
| Nov 8, 2024 | LMT | Lockheed Martin Corporation Common Stock | purchase | $1,001 - $15,000 | $8K | Nov 30, 2024 |
| Nov 8, 2024 | MRK | Merck & Company, Inc. Common Stock | purchase | $1,001 - $15,000 | $8K | Nov 30, 2024 |
| Nov 8, 2024 | NVDA | NVIDIA Corporation - Common Stock | purchase | $1,001 - $15,000 | $8K | Nov 30, 2024 |
| Nov 8, 2024 | PEP | Pepsico, Inc. | purchase | $1,001 - $15,000 | $8K | Nov 30, 2024 |
| Nov 8, 2024 | SBCF | Seacoast Banking Corporation of Florida - Common Stock | sale | $50,001 - $100,000 | $75K | Nov 30, 2024 |
| Nov 8, 2024 | TXN | Texas Instruments Incorporated - Common Stock | purchase | $1,001 - $15,000 | $8K | Nov 30, 2024 |
| Nov 8, 2024 | TMUS | T-Mobile US, Inc. | purchase | $1,001 - $15,000 | $8K | Nov 30, 2024 |
| Nov 8, 2024 | TSCO | Tractor Supply Company - Common Stock | purchase | $1,001 - $15,000 | $8K | Nov 30, 2024 |
| Jul 5, 2024 | FDS | FactSet Research Systems Inc. Common Stock | sale | $1,001 - $15,000 | $8K | Jul 31, 2024 |
| Jul 5, 2024 | ORCL | Oracle Corporation Common Stock | purchase | $1,001 - $15,000 | $8K | Jul 31, 2024 |
| Jul 5, 2024 | CMCSA | Comcast Corporation - Class A Common Stock | sale | $1,001 - $15,000 | $8K | Jul 31, 2024 |
| Jul 5, 2024 | AVGO | Broadcom Inc. - Common Stock | purchase | $1,001 - $15,000 | $8K | Jul 31, 2024 |
| Jul 5, 2024 | ATO | Atmos Energy Corporation Common Stock | purchase | $1,001 - $15,000 | $8K | Jul 31, 2024 |
| Jul 5, 2024 | ALL | Allstate Corporation | sale | $1,001 - $15,000 | $8K | Jul 31, 2024 |
| Jul 5, 2024 | AMZN | Amazon.com, Inc. - Common Stock | purchase | $1,001 - $15,000 | $8K | Jul 31, 2024 |
| Jul 5, 2024 | MDLZ | Mondelez International, Inc. - Class A Common Stock | sale | $1,001 - $15,000 | $8K | Jul 31, 2024 |
| Jul 5, 2024 | LOW | Lowe's Companies, Inc. Common Stock | sale | $1,001 - $15,000 | $8K | Jul 31, 2024 |
| Jul 5, 2024 | FDS | FactSet Research Systems Inc. Common Stock | sale | $1,001 - $15,000 | $8K | Jul 31, 2024 |
| Jul 5, 2024 | TD | Toronto Dominion Bank | sale | $1,001 - $15,000 | $8K | Jul 31, 2024 |
| Jul 5, 2024 | CB | Chubb Limited Common Stock | purchase | $1,001 - $15,000 | $8K | Jul 31, 2024 |
| Jul 5, 2024 | AMZN | Amazon.com, Inc. - Common Stock | purchase | $1,001 - $15,000 | $8K | Jul 31, 2024 |
| Jul 5, 2024 | ALL | Allstate Corporation | sale | $1,001 - $15,000 | $8K | Jul 31, 2024 |
| Jul 5, 2024 | ZTS | Zoetis Inc. Class A Common Stock | sale | $1,001 - $15,000 | $8K | Jul 31, 2024 |
| Jul 5, 2024 | WEC | WEC Energy Group, Inc. Common Stock | sale | $1,001 - $15,000 | $8K | Jul 31, 2024 |
| Jul 5, 2024 | GWW | W.W. Grainger, Inc. Common Stock | purchase | $1,001 - $15,000 | $8K | Jul 31, 2024 |
| Jul 5, 2024 | SNA | Snap-On Incorporated Common Stock | sale | $1,001 - $15,000 | $8K | Jul 31, 2024 |
| Jul 5, 2024 | PNC | PNC Financial Services Group, Inc. | sale | $1,001 - $15,000 | $8K | Jul 31, 2024 |
| Jul 5, 2024 | ORCL | Oracle Corporation Common Stock | purchase | $1,001 - $15,000 | $8K | Jul 31, 2024 |
| Jul 5, 2024 | NVDA | NVIDIA Corporation - Common Stock | purchase | $1,001 - $15,000 | $8K | Jul 31, 2024 |
| Jul 5, 2024 | WEC | WEC Energy Group, Inc. Common Stock | sale | $1,001 - $15,000 | $8K | Jul 31, 2024 |
| Jul 5, 2024 | MDLZ | Mondelez International, Inc. - Class A Common Stock | sale | $1,001 - $15,000 | $8K | Jul 31, 2024 |
| Jul 5, 2024 | SHW | Sherwin-Williams Company | purchase | $1,001 - $15,000 | $8K | Jul 31, 2024 |
| Jul 5, 2024 | LIN | Linde plc - Ordinary Shares | purchase | $1,001 - $15,000 | $8K | Jul 31, 2024 |
| Jul 5, 2024 | SO | Southern Company | purchase | $1,001 - $15,000 | $8K | Jul 31, 2024 |
| Jul 5, 2024 | SHW | Sherwin-Williams Company | purchase | $1,001 - $15,000 | $8K | Jul 31, 2024 |
| Jul 1, 2024 | TD | Toronto Dominion Bank | sale | $1,001 - $15,000 | $8K | Jul 31, 2024 |
| Jul 1, 2024 | NOC | Northrop Grumman Corporation Common Stock | sale | $1,001 - $15,000 | $8K | Jul 31, 2024 |
| Jul 1, 2024 | SNA | Snap-On Incorporated Common Stock | purchase | $1,001 - $15,000 | $8K | Jul 31, 2024 |
| Jul 1, 2024 | ELV | Elevance Health, Inc. Common Stock | purchase | $1,001 - $15,000 | $8K | Jul 31, 2024 |
| Jul 1, 2024 | NEE | NextEra Energy, Inc. Common Stock | purchase | $1,001 - $15,000 | $8K | Jul 31, 2024 |
| Jul 1, 2024 | JPM | JP Morgan Chase & Co. Common Stock | purchase | $1,001 - $15,000 | $8K | Jul 31, 2024 |
| Jul 1, 2024 | JNJ | Johnson & Johnson Common Stock | purchase | $1,001 - $15,000 | $8K | Jul 31, 2024 |
| Feb 13, 2024 | ABT | Abbott Laboratories Common Stock | sale | $1,001 - $15,000 | $8K | Aug 12, 2024 |
| Feb 13, 2024 | AAPL | Apple Inc. - Common Stock | purchase | $1,001 - $15,000 | $8K | Aug 12, 2024 |
| Feb 13, 2024 | ELV | Elevance Health, Inc. Common Stock | purchase | $1,001 - $15,000 | $8K | Aug 12, 2024 |
| Feb 13, 2024 | LMT | Lockheed Martin Corporation Common Stock | purchase | $1,001 - $15,000 | $8K | Aug 12, 2024 |
| Feb 13, 2024 | RPM | RPM International Inc. Common Stock | purchase | $1,001 - $15,000 | $8K | Aug 12, 2024 |
| Feb 13, 2024 | SO | Southern Company | sale | $1,001 - $15,000 | $8K | Aug 12, 2024 |
| Feb 13, 2024 | UNH | UnitedHealth Group Incorporated Common Stock | purchase | $1,001 - $15,000 | $8K | Aug 12, 2024 |
| Feb 1, 2024 | NKE | Nike, Inc. Common Stock | sale | $1,001 - $15,000 | $8K | Feb 29, 2024 |
| Feb 1, 2024 | KMB | Kimberly-Clark Corporation Common Stock | sale | $1,001 - $15,000 | $8K | Aug 12, 2024 |
| Feb 1, 2024 | SNA | Snap-On Incorporated Common Stock | purchase | $1,001 - $15,000 | $8K | Aug 12, 2024 |
| Feb 1, 2024 | APD | Air Products and Chemicals, Inc. Common Stock | sale | $1,001 - $15,000 | $8K | Aug 12, 2024 |
| Feb 1, 2024 | APD | Air Products and Chemicals, Inc. Common Stock | sale | $1,001 - $15,000 | $8K | Feb 29, 2024 |
| Feb 1, 2024 | ELV | Elevance Health, Inc. Common Stock | purchase | $1,001 - $15,000 | $8K | Feb 29, 2024 |
| Feb 1, 2024 | FDS | FactSet Research Systems Inc. Common Stock | purchase | $1,001 - $15,000 | $8K | Feb 29, 2024 |
| Feb 1, 2024 | KMB | Kimberly-Clark Corporation Common Stock | sale | $1,001 - $15,000 | $8K | Feb 29, 2024 |
| Dec 28, 2023 | MRK | Merck & Company, Inc. Common Stock | purchase | $1,001 - $15,000 | $8K | Dec 31, 2023 |
| Dec 28, 2023 | PFE | Pfizer, Inc. | sale | $1,001 - $15,000 | $8K | Dec 31, 2023 |
| Dec 28, 2023 | ROP | Roper Technologies, Inc. | purchase | $1,001 - $15,000 | $8K | Dec 31, 2023 |
| Dec 28, 2023 | SYY | Sysco Corporation | sale | $1,001 - $15,000 | $8K | Dec 31, 2023 |
| Dec 28, 2023 | TMUS | T-Mobile US, Inc. | purchase | $1,001 - $15,000 | $8K | Dec 31, 2023 |
| Dec 28, 2023 | DIS | Walt Disney Company | sale | $1,001 - $15,000 | $8K | Dec 31, 2023 |
| Dec 28, 2023 | WST | West Pharmaceutical Services, Inc. | purchase | $1,001 - $15,000 | $8K | Dec 31, 2023 |
| Dec 28, 2023 | BBY | Best Buy Co., Inc. | sale | $1,001 - $15,000 | $8K | Dec 31, 2023 |
| Dec 28, 2023 | DG | Dollar General Corporation | sale | $1,001 - $15,000 | $8K | Dec 31, 2023 |
| Dec 28, 2023 | LLY | Eli Lilly and Company | purchase | $1,001 - $15,000 | $8K | Dec 31, 2023 |
| Dec 28, 2023 | HRL | Hormel Foods Corporation | sale | $1,001 - $15,000 | $8K | Dec 31, 2023 |
| Dec 28, 2023 | JKHY | Jack Henry & Associates, Inc. | sale | $1,001 - $15,000 | $8K | Dec 31, 2023 |
| Dec 28, 2023 | MDT | Medtronic plc. Ordinary Shares | sale | $1,001 - $15,000 | $8K | Dec 31, 2023 |
| Dec 28, 2023 | META | Meta Platforms, Inc. - Class A | purchase | $1,001 - $15,000 | $8K | Dec 31, 2023 |
| Dec 28, 2023 | MCD | McDonald's Corporation Common Stock | purchase | $1,001 - $15,000 | $8K | Aug 12, 2024 |
| Dec 28, 2023 | JKHY | Jack Henry & Associates, Inc. - Common Stock | sale | $1,001 - $15,000 | $8K | Aug 12, 2024 |
| Dec 28, 2023 | HRL | Hormel Foods Corporation Common Stock | sale | $1,001 - $15,000 | $8K | Aug 12, 2024 |
| Dec 28, 2023 | TMUS | T-Mobile US, Inc. | purchase | $1,001 - $15,000 | $8K | Aug 12, 2024 |
| Dec 28, 2023 | LLY | Eli Lilly and Company Common Stock | purchase | $1,001 - $15,000 | $8K | Aug 12, 2024 |
| Dec 28, 2023 | GOOG | Alphabet Inc. - Class C Capital Stock | purchase | $1,001 - $15,000 | $8K | Dec 31, 2023 |
| Dec 28, 2023 | BRO | Brown & Brown, Inc. Common Stock | purchase | $1,001 - $15,000 | $8K | Aug 12, 2024 |
| Dec 28, 2023 | WST | West Pharmaceutical Services, Inc. Common Stock | purchase | $1,001 - $15,000 | $8K | Aug 12, 2024 |
| Sep 27, 2023 | TGT | Target Corporation | sale | $1,001 - $15,000 | $8K | Sep 30, 2023 |
| Sep 27, 2023 | CMI | Cummins Inc. Common Stock | purchase | $1,001 - $15,000 | $8K | Aug 12, 2024 |
| Sep 27, 2023 | TGT | Target Corporation Common Stock | sale | $1,001 - $15,000 | $8K | Aug 12, 2024 |
| Sep 27, 2023 | CMI | Cummins Inc. | purchase | $1,001 - $15,000 | $8K | Sep 30, 2023 |
| Sep 1, 2023 | MRK | Merck & Company, Inc. Common Stock | purchase | $1,001 - $15,000 | $8K | Aug 12, 2024 |
| Sep 1, 2023 | TSCO | Tractor Supply Company - Common Stock | purchase | $1,001 - $15,000 | $8K | Aug 12, 2024 |
| Sep 1, 2023 | NKE | Nike, Inc. Common Stock | purchase | $1,001 - $15,000 | $8K | Aug 12, 2024 |
| Jul 14, 2023 | MSFT | Microsoft Corporation - Common Stock | purchase | $1,001 - $15,000 | $8K | Aug 12, 2024 |
| Jul 14, 2023 | WEC | WEC Energy Group, Inc. Common Stock | purchase | $1,001 - $15,000 | $8K | Aug 12, 2024 |
| Jul 14, 2023 | GWW | W.W. Grainger, Inc. Common Stock | purchase | $15,001 - $50,000 | $33K | Aug 12, 2024 |
| Jul 14, 2023 | TXN | Texas Instruments Incorporated - Common Stock | purchase | $1,001 - $15,000 | $8K | Aug 12, 2024 |
| Jul 14, 2023 | STE | STERIS plc | purchase | $1,001 - $15,000 | $8K | Aug 12, 2024 |
| Jul 14, 2023 | SPGI | S&P Global Inc. Common Stock | purchase | $1,001 - $15,000 | $8K | Aug 12, 2024 |
| Jul 14, 2023 | RJF | Raymond James Financial, Inc. Common Stock | sale | $100,001 - $250,000 | $175K | Aug 12, 2024 |
| Jul 14, 2023 | PG | Procter & Gamble Company | purchase | $1,001 - $15,000 | $8K | Aug 12, 2024 |
| Jul 14, 2023 | PEP | Pepsico, Inc. | purchase | $1,001 - $15,000 | $8K | Aug 12, 2024 |
| Jul 14, 2023 | MA | Mastercard Incorporated Common Stock | purchase | $1,001 - $15,000 | $8K | Aug 12, 2024 |
| Jul 14, 2023 | HD | Home Depot, Inc. | purchase | $1,001 - $15,000 | $8K | Aug 12, 2024 |
| Jul 14, 2023 | XOM | Exxon Mobil Corporation Common Stock | purchase | $1,001 - $15,000 | $8K | Aug 12, 2024 |
| Jul 14, 2023 | COST | Costco Wholesale Corporation - Common Stock | purchase | $1,001 - $15,000 | $8K | Aug 12, 2024 |
| Jul 14, 2023 | CVX | Chevron Corporation Common Stock | purchase | $1,001 - $15,000 | $8K | Aug 12, 2024 |
| Jul 14, 2023 | ADP | Automatic Data Processing, Inc. - Common Stock | purchase | $1,001 - $15,000 | $8K | Aug 12, 2024 |
| Jul 14, 2023 | ADI | Analog Devices, Inc. - Common Stock | purchase | $1,001 - $15,000 | $8K | Aug 12, 2024 |
| Jul 14, 2023 | GOOG | Alphabet Inc. - Class C Capital Stock | purchase | $1,001 - $15,000 | $8K | Aug 12, 2024 |
| Apr 14, 2023 | ROP | Roper Technologies, Inc. | purchase | $1,001 - $15,000 | $8K | Apr 30, 2023 |
| Mar 27, 2023 | ADI | Analog Devices, Inc. | purchase | $1,001 - $15,000 | $8K | Mar 31, 2023 |
| Feb 24, 2023 | SPGI | S&P Global Inc. | purchase | $1,001 - $15,000 | $8K | Feb 28, 2023 |
| Feb 24, 2023 | NEE | NextEra Energy, Inc. | purchase | $1,001 - $15,000 | $8K | Feb 28, 2023 |
| Feb 21, 2023 | HRL | Hormel Foods Corporation | purchase | $1,001 - $15,000 | $8K | Feb 28, 2023 |
| Feb 21, 2023 | BRO | Brown & Brown, Inc. | purchase | $1,001 - $15,000 | $8K | Feb 28, 2023 |
| Feb 21, 2023 | PNC | PNC Financial Services Group, Inc. | purchase | $1,001 - $15,000 | $8K | Feb 28, 2023 |
| Feb 21, 2023 | COST | Costco Wholesale Corporation | purchase | $1,001 - $15,000 | $8K | Feb 28, 2023 |
| Feb 13, 2023 | INTC | Intel Corporation | sale | $1,001 - $15,000 | $8K | Feb 28, 2023 |