D
Julie Johnson
house · TX · 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)
-0.4%
2025-09-14 → 2026-09-14
S&P 500 same window
+16.3%
Benchmark context only
Trades in window
114 / 121
Priced / disclosed
Est. volume
$912K
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 8% of the total movement — concentration, not breadth, can explain a strong number.
| Ticker | Trades | Est. volume | Weight | Avg. est. return | Contribution |
|---|---|---|---|---|---|
| GOOG | 2 | $16K | 2% | +26.6% | +0.47% |
| FIS | 1 | $8K | 1% | +40.3% | +0.35% |
| ROL | 3 | $24K | 3% | +12.5% | +0.33% |
| ADBE | 3 | $24K | 3% | +8.4% | +0.22% |
| MCD | 1 | $8K | 1% | +19.4% | +0.17% |
| TJX | 1 | $8K | 1% | +17.9% | +0.16% |
| IBM | 1 | $8K | 1% | +17.4% | +0.15% |
| BX | 1 | $8K | 1% | +13.8% | +0.12% |
| AXP | 1 | $8K | 1% | +12.8% | +0.11% |
| DHR | 1 | $8K | 1% | +10.3% | +0.09% |
| TAP | 3 | $24K | 3% | +2.8% | +0.07% |
| CMCSA | 1 | $8K | 1% | +7.8% | +0.07% |
| KR | 3 | $24K | 3% | +2.6% | +0.07% |
| WMT | 1 | $8K | 1% | +6.1% | +0.05% |
| PEP | 1 | $8K | 1% | +6.0% | +0.05% |
Trade history
Most recent 300 disclosed transactions, all timeframes.
| Traded | Ticker | Asset | Type | Disclosed range | Est. midpoint | Disclosed |
|---|---|---|---|---|---|---|
| May 12, 2026 | ABT | Abbott Laboratories Common Stock | sale | $1,001 - $15,000 | $8K | Jun 3, 2026 |
| May 12, 2026 | ACN | Accenture plc Class A Ordinary Shares | sale | $1,001 - $15,000 | $8K | Jun 3, 2026 |
| Feb 2, 2026 | FITB | Fifth Third Bancorp - Common Stock | exchange | $1,001 - $15,000 | $8K | Mar 5, 2026 |
| Dec 18, 2025 | PG | Procter & Gamble Company | sale | $1,001 - $15,000 | $8K | Jan 5, 2026 |
| Dec 18, 2025 | MCD | McDonald's Corporation Common Stock | sale | $1,001 - $15,000 | $8K | Jan 5, 2026 |
| Dec 18, 2025 | MRK | Merck & Company, Inc. Common Stock | sale | $1,001 - $15,000 | $8K | Jan 5, 2026 |
| Dec 18, 2025 | MDLZ | Mondelez International, Inc. - Class A Common Stock | sale | $1,001 - $15,000 | $8K | Jan 5, 2026 |
| Dec 18, 2025 | NEE | NextEra Energy, Inc. Common Stock | sale | $1,001 - $15,000 | $8K | Jan 5, 2026 |
| Dec 18, 2025 | NXPI | NXP Semiconductors N.V. - Common Stock | sale | $1,001 - $15,000 | $8K | Jan 5, 2026 |
| Dec 18, 2025 | PEP | Pepsico, Inc. | sale | $1,001 - $15,000 | $8K | Jan 5, 2026 |
| Dec 18, 2025 | RTX | RTX Corporation Common Stock | sale | $1,001 - $15,000 | $8K | Jan 5, 2026 |
| Dec 18, 2025 | BK | The Bank of New York Mellon Corporation Common Stock | sale | $1,001 - $15,000 | $8K | Jan 5, 2026 |
| Dec 18, 2025 | TJX | TJX Companies, Inc. | sale | $1,001 - $15,000 | $8K | Jan 5, 2026 |
| Dec 18, 2025 | UNH | UnitedHealth Group Incorporated Common Stock | sale | $1,001 - $15,000 | $8K | Jan 5, 2026 |
| Dec 18, 2025 | WMT | Walmart Inc. - Common Stock | sale | $1,001 - $15,000 | $8K | Jan 5, 2026 |
| Dec 18, 2025 | XEL | Xcel Energy Inc. | sale | $1,001 - $15,000 | $8K | Jan 5, 2026 |
| Dec 18, 2025 | ABT | Abbott Laboratories Common Stock | sale | $1,001 - $15,000 | $8K | Jan 5, 2026 |
| Dec 18, 2025 | APD | Air Products and Chemicals, Inc. Common Stock | sale | $1,001 - $15,000 | $8K | Jan 5, 2026 |
| Dec 18, 2025 | AXP | American Express Company Common Stock | sale | $1,001 - $15,000 | $8K | Jan 5, 2026 |
| Dec 18, 2025 | AJG | Arthur J. Gallagher & Co. Common Stock | sale | $1,001 - $15,000 | $8K | Jan 5, 2026 |
| Dec 18, 2025 | BX | Blackstone Inc. Common Stock | sale | $1,001 - $15,000 | $8K | Jan 5, 2026 |
| Dec 18, 2025 | BMY | Bristol-Myers Squibb Company Common Stock | sale | $1,001 - $15,000 | $8K | Jan 5, 2026 |
| Dec 18, 2025 | CARR | Carrier Global Corporation Common Stock | sale | $1,001 - $15,000 | $8K | Jan 5, 2026 |
| Dec 18, 2025 | CVX | Chevron Corporation Common Stock | sale | $1,001 - $15,000 | $8K | Jan 5, 2026 |
| Dec 18, 2025 | CMS | CMS Energy Corporation Common Stock | sale | $1,001 - $15,000 | $8K | Jan 5, 2026 |
| Dec 18, 2025 | CMCSA | Comcast Corporation - Class A Common Stock | sale | $1,001 - $15,000 | $8K | Jan 5, 2026 |
| Dec 18, 2025 | DHR | Danaher Corporation Common Stock | sale | $1,001 - $15,000 | $8K | Jan 5, 2026 |
| Dec 18, 2025 | DOV | Dover Corporation Common Stock | sale | $1,001 - $15,000 | $8K | Jan 5, 2026 |
| Dec 18, 2025 | LLY | Eli Lilly and Company Common Stock | sale | $1,001 - $15,000 | $8K | Jan 5, 2026 |
| Dec 18, 2025 | FIS | Fidelity National Information Services, Inc. Common Stock | sale | $1,001 - $15,000 | $8K | Jan 5, 2026 |
| Dec 18, 2025 | GS | Goldman Sachs Group, Inc. | sale | $1,001 - $15,000 | $8K | Jan 5, 2026 |
| Dec 18, 2025 | IBM | International Business Machines Corporation Common Stock | sale | $1,001 - $15,000 | $8K | Jan 5, 2026 |
| Dec 9, 2025 | PEG | Public Service Enterprise Group Incorporated Common Stock | sale | $1,001 - $15,000 | $8K | Jan 9, 2026 |
| Dec 8, 2025 | NOW | ServiceNow, Inc. Common Stock | purchase | $1,001 - $15,000 | $8K | Jan 9, 2026 |
| Dec 8, 2025 | CMS | CMS Energy Corporation Common Stock F S: New S O: Merrill Lynch Tax Efficient Core | sale | $1,001 - $15,000 | $8K | Jan 9, 2026 |
| Dec 8, 2025 | PEG | Public Service Enterprise Group Incorporated Common Stock | purchase | $1,001 - $15,000 | $8K | Jan 9, 2026 |
| Dec 8, 2025 | PEG | Public Service Enterprise Group Incorporated Common Stock F S: New S O: Merrill Lynch Tax Efficient Core | sale | $1,001 - $15,000 | $8K | Jan 9, 2026 |
| Dec 8, 2025 | NOW | ServiceNow, Inc. Common Stock | sale | $1,001 - $15,000 | $8K | Jan 9, 2026 |
| Dec 2, 2025 | BA | Boeing Company | sale | $1,001 - $15,000 | $8K | Jan 9, 2026 |
| Dec 2, 2025 | BA | Boeing Company | purchase | $1,001 - $15,000 | $8K | Jan 9, 2026 |
| Nov 3, 2025 | IP | International Paper Company Common Stock | sale | $1,001 - $15,000 | $8K | Dec 10, 2025 |
| Nov 3, 2025 | ADBE | Adobe Inc. - Common Stock | sale | $1,001 - $15,000 | $8K | Dec 10, 2025 |
| Oct 31, 2025 | GOOG | Alphabet Inc. - Class C Capital Stock | purchase | $1,001 - $15,000 | $8K | Nov 4, 2025 |
| Oct 31, 2025 | PH | Parker-Hannifin Corporation Common Stock | sale | $1,001 - $15,000 | $8K | Nov 4, 2025 |
| Oct 30, 2025 | DGX | Quest Diagnostics Incorporated Common Stock F S: New S O: Merrill Lynch Long Term Growth | purchase | $1,001 - $15,000 | $8K | Nov 6, 2025 |
| Oct 30, 2025 | ADBE | Adobe Inc. - Common Stock | purchase | $1,001 - $15,000 | $8K | Nov 6, 2025 |
| Oct 30, 2025 | ADBE | Adobe Inc. - Common Stock | sale | $1,001 - $15,000 | $8K | Nov 6, 2025 |
| Oct 30, 2025 | IP | International Paper Company Common Stock F S: New S O: Merrill Lynch Long Term Growth | purchase | $1,001 - $15,000 | $8K | Nov 6, 2025 |
| Oct 30, 2025 | IP | International Paper Company Common Stock | sale | $1,001 - $15,000 | $8K | Nov 6, 2025 |
| Oct 30, 2025 | MDLZ | Mondelez International, Inc. - Class A Common Stock | purchase | $1,001 - $15,000 | $8K | Nov 6, 2025 |
| Oct 30, 2025 | DGX | Quest Diagnostics Incorporated Common Stock | sale | $1,001 - $15,000 | $8K | Nov 6, 2025 |
| Oct 30, 2025 | VRSK | Verisk Analytics, Inc. - Common Stock | sale | $1,001 - $15,000 | $8K | Nov 6, 2025 |
| Oct 30, 2025 | VRSK | Verisk Analytics, Inc. - Common Stock F S: New S O: Merrill Lynch Long Term Growth | purchase | $1,001 - $15,000 | $8K | Nov 6, 2025 |
| Oct 22, 2025 | DE | Deere & Company Common Stock | sale | $1,001 - $15,000 | $8K | Nov 6, 2025 |
| Oct 21, 2025 | FFIV | F5, Inc. - Common Stock | purchase | $1,001 - $15,000 | $8K | Nov 6, 2025 |
| Oct 21, 2025 | GEN | Gen Digital Inc. - Common Stock | purchase | $1,001 - $15,000 | $8K | Nov 6, 2025 |
| Oct 21, 2025 | GEN | Gen Digital Inc. - Common Stock | sale | $1,001 - $15,000 | $8K | Nov 6, 2025 |
| Oct 21, 2025 | WY | Weyerhaeuser Company Common Stock | sale | $1,001 - $15,000 | $8K | Nov 6, 2025 |
| Oct 21, 2025 | WY | Weyerhaeuser Company Common Stock F S: New S O: Merrill Lynch Long Term Growth | purchase | $1,001 - $15,000 | $8K | Nov 6, 2025 |
| Oct 21, 2025 | GOOG | Alphabet Inc. - Class C Capital Stock | purchase | $1,001 - $15,000 | $8K | Nov 4, 2025 |
| Oct 21, 2025 | ALK | Alaska Air Group, Inc. Common Stock | purchase | $1,001 - $15,000 | $8K | Nov 6, 2025 |
| Oct 21, 2025 | ALK | Alaska Air Group, Inc. Common Stock F S: New S O: Merrill Lynch Tax Efficient Core | sale | $1,001 - $15,000 | $8K | Nov 6, 2025 |
| Oct 21, 2025 | DE | Deere & Company Common Stock | purchase | $1,001 - $15,000 | $8K | Nov 6, 2025 |
| Oct 21, 2025 | FFIV | F5, Inc. - Common Stock | sale | $1,001 - $15,000 | $8K | Nov 6, 2025 |
| Oct 7, 2025 | CARR | Carrier Global Corporation Common Stock | purchase | $1,001 - $15,000 | $8K | Nov 4, 2025 |
| Oct 6, 2025 | KR | Kroger Company | sale | $1,001 - $15,000 | $8K | Nov 6, 2025 |
| Oct 6, 2025 | FI | Fiserv, Inc. Common Stock | sale | $1,001 - $15,000 | $8K | Nov 6, 2025 |
| Oct 3, 2025 | VRSN | VeriSign, Inc. - Common Stock | purchase | $1,001 - $15,000 | $8K | Nov 6, 2025 |
| Oct 3, 2025 | CARR | Carrier Global Corporation Common Stock | sale | $1,001 - $15,000 | $8K | Nov 6, 2025 |
| Oct 3, 2025 | FISV | Fiserv, Inc. - Common Stock | sale | $1,001 - $15,000 | $8K | Nov 6, 2025 |
| Oct 3, 2025 | KR | Kroger Company | purchase | $1,001 - $15,000 | $8K | Nov 6, 2025 |
| Oct 3, 2025 | KR | Kroger Company | sale | $1,001 - $15,000 | $8K | Nov 6, 2025 |
| Oct 3, 2025 | CARR | Carrier Global Corporation Common Stock F S: New S O: Merrill Lynch Long Term Growth | purchase | $1,001 - $15,000 | $8K | Nov 6, 2025 |
| Oct 3, 2025 | FISV | Fiserv, Inc. - Common Stock | purchase | $1,001 - $15,000 | $8K | Nov 6, 2025 |
| Oct 3, 2025 | VRSN | VeriSign, Inc. - Common Stock | sale | $1,001 - $15,000 | $8K | Nov 6, 2025 |
| Sep 25, 2025 | PAYX | Paychex, Inc. - Common Stock | sale | $1,001 - $15,000 | $8K | Oct 7, 2025 |
| Sep 25, 2025 | ROL | Rollins, Inc. Common Stock | sale | $1,001 - $15,000 | $8K | Oct 7, 2025 |
| Sep 25, 2025 | UDR | UDR, Inc. Common Stock | sale | $1,001 - $15,000 | $8K | Oct 7, 2025 |
| Sep 25, 2025 | EQIX | Equinix, Inc. - Common Stock | sale | $1,001 - $15,000 | $8K | Oct 7, 2025 |
| Sep 25, 2025 | AEE | Ameren Corporation Common Stock | sale | $1,001 - $15,000 | $8K | Oct 7, 2025 |
| Sep 25, 2025 | DVA | DaVita Inc. Common Stock | sale | $1,001 - $15,000 | $8K | Oct 7, 2025 |
| Sep 25, 2025 | HON | Honeywell International Inc. | sale | $1,001 - $15,000 | $8K | Oct 7, 2025 |
| Sep 25, 2025 | LYB | LyondellBasell Industries NV Ordinary Shares Class A | sale | $1,001 - $15,000 | $8K | Oct 7, 2025 |
| Sep 25, 2025 | TAP | Molson Coors Beverage Company Class B Common Stock | sale | $1,001 - $15,000 | $8K | Oct 7, 2025 |
| Sep 25, 2025 | XEL | Xcel Energy Inc. | sale | $1,001 - $15,000 | $8K | Oct 7, 2025 |
| Sep 23, 2025 | AEE | Ameren Corporation Common Stock | sale | $1,001 - $15,000 | $8K | Oct 7, 2025 |
| Sep 23, 2025 | CI | The Cigna Group Common Stock | sale | $1,001 - $15,000 | $8K | Oct 7, 2025 |
| Sep 23, 2025 | AOS | A.O. Smith Corporation Common Stock | sale | $1,001 - $15,000 | $8K | Oct 7, 2025 |
| Sep 23, 2025 | AOS | A.O. Smith Corporation Common Stock F S: New S O: Merrill Lynch Long Term Growth | purchase | $1,001 - $15,000 | $8K | Oct 7, 2025 |
| Sep 23, 2025 | A | Agilent Technologies, Inc. Common Stock | sale | $1,001 - $15,000 | $8K | Oct 7, 2025 |
| Sep 23, 2025 | A | Agilent Technologies, Inc. Common Stock F S: New S O: Merrill Lynch Long Term Growth | purchase | $1,001 - $15,000 | $8K | Oct 7, 2025 |
| Sep 23, 2025 | AEE | Ameren Corporation Common Stock F S: New S O: Merrill Lynch Long Term Growth | purchase | $1,001 - $15,000 | $8K | Oct 7, 2025 |
| Sep 23, 2025 | CL | Colgate-Palmolive Company Common Stock | sale | $1,001 - $15,000 | $8K | Oct 7, 2025 |
| Sep 23, 2025 | CL | Colgate-Palmolive Company Common Stock F S: New S O: Merrill Lynch Long Term Growth | purchase | $1,001 - $15,000 | $8K | Oct 7, 2025 |
| Sep 23, 2025 | DVA | DaVita Inc. Common Stock | purchase | $1,001 - $15,000 | $8K | Oct 7, 2025 |
| Sep 23, 2025 | DVA | DaVita Inc. Common Stock | sale | $1,001 - $15,000 | $8K | Oct 7, 2025 |
| Sep 23, 2025 | SRE | DBA Sempra Common Stock | sale | $1,001 - $15,000 | $8K | Oct 7, 2025 |
| Sep 23, 2025 | SRE | DBA Sempra Common Stock | purchase | $1,001 - $15,000 | $8K | Oct 7, 2025 |
| Sep 23, 2025 | EQIX | Equinix, Inc. - Common Stock | sale | $1,001 - $15,000 | $8K | Oct 7, 2025 |
| Sep 23, 2025 | EQIX | Equinix, Inc. - Common Stock | purchase | $1,001 - $15,000 | $8K | Oct 7, 2025 |
| Sep 23, 2025 | HON | Honeywell International Inc. | sale | $1,001 - $15,000 | $8K | Oct 7, 2025 |
| Sep 23, 2025 | HON | Honeywell International Inc. | purchase | $1,001 - $15,000 | $8K | Oct 7, 2025 |
| Sep 23, 2025 | KEY | KeyCorp Common Stock | sale | $1,001 - $15,000 | $8K | Oct 7, 2025 |
| Sep 23, 2025 | KEY | KeyCorp Common Stock | purchase | $1,001 - $15,000 | $8K | Oct 7, 2025 |
| Sep 23, 2025 | LYB | LyondellBasell Industries NV Ordinary Shares Class A | purchase | $1,001 - $15,000 | $8K | Oct 7, 2025 |
| Sep 23, 2025 | MKC | McCormick & Company, Incorporated Common Stock F S: New S O: Merrill Lynch Long Term Growth | purchase | $1,001 - $15,000 | $8K | Oct 7, 2025 |
| Sep 23, 2025 | MKC | McCormick & Company, Incorporated Common Stock | sale | $1,001 - $15,000 | $8K | Oct 7, 2025 |
| Sep 23, 2025 | TAP | Molson Coors Beverage Company Class B Common Stock | sale | $1,001 - $15,000 | $8K | Oct 7, 2025 |
| Sep 23, 2025 | TAP | Molson Coors Beverage Company Class B Common Stock F S: New S O: Merrill Lynch Long Term Growth | purchase | $1,001 - $15,000 | $8K | Oct 7, 2025 |
| Sep 23, 2025 | MNST | Monster Beverage Corporation - Common Stock | sale | $1,001 - $15,000 | $8K | Oct 7, 2025 |
| Sep 23, 2025 | MNST | Monster Beverage Corporation - Common Stock F S: New S O: Merrill Lynch Long Term Growth | purchase | $1,001 - $15,000 | $8K | Oct 7, 2025 |
| Sep 23, 2025 | PAYX | Paychex, Inc. - Common Stock | purchase | $1,001 - $15,000 | $8K | Oct 7, 2025 |
| Sep 23, 2025 | PAYX | Paychex, Inc. - Common Stock | sale | $1,001 - $15,000 | $8K | Oct 7, 2025 |
| Sep 23, 2025 | PAYC | Paycom Software, Inc. Common Stock | sale | $1,001 - $15,000 | $8K | Oct 7, 2025 |
| Sep 23, 2025 | PAYC | Paycom Software, Inc. Common Stock F S: New S O: Merrill Lynch Long Term Growth | purchase | $1,001 - $15,000 | $8K | Oct 7, 2025 |
| Sep 23, 2025 | ROL | Rollins, Inc. Common Stock | purchase | $1,001 - $15,000 | $8K | Oct 7, 2025 |
| Sep 23, 2025 | ROL | Rollins, Inc. Common Stock | sale | $1,001 - $15,000 | $8K | Oct 7, 2025 |
| Sep 23, 2025 | CI | The Cigna Group Common Stock | purchase | $1,001 - $15,000 | $8K | Oct 7, 2025 |
| Sep 23, 2025 | UDR | UDR, Inc. Common Stock | sale | $1,001 - $15,000 | $8K | Oct 7, 2025 |
| Sep 23, 2025 | WEC | WEC Energy Group, Inc. Common Stock | purchase | $1,001 - $15,000 | $8K | Oct 7, 2025 |
| Sep 23, 2025 | WEC | WEC Energy Group, Inc. Common Stock F S: New S O: Merrill Lynch Tax Efficient Core | sale | $1,001 - $15,000 | $8K | Oct 7, 2025 |
| Aug 11, 2025 | CME | CME Group Inc. - Class A Common Stock | purchase | $1,001 - $15,000 | $8K | Sep 2, 2025 |
| Jul 25, 2025 | CVX | Chevron Corporation Common Stock | purchase | $1,001 - $15,000 | $8K | Aug 4, 2025 |
| Jul 25, 2025 | PKG | Packaging Corporation of America Common Stock | purchase | $1,001 - $15,000 | $8K | Aug 4, 2025 |
| Jul 22, 2025 | CME | CME Group Inc. - Class A Common Stock | purchase | $1,001 - $15,000 | $8K | Aug 4, 2025 |
| Jul 18, 2025 | SNPS | Synopsys, Inc. - Common Stock | exchange | $1,001 - $15,000 | $8K | Aug 5, 2025 |
| Jun 13, 2025 | MRK | Merck & Company, Inc. Common Stock | purchase | $1,001 - $15,000 | $8K | Jul 9, 2025 |
| May 15, 2025 | FIS | Fidelity National Information Services, Inc. Common Stock | purchase | $1,001 - $15,000 | $8K | Jun 3, 2025 |
| Apr 22, 2025 | FIS | Fidelity National Information Services, Inc. Common Stock | purchase | $1,001 - $15,000 | $8K | May 5, 2025 |
| Apr 15, 2025 | UPS | United Parcel Service, Inc. Common Stock | sale | $1,001 - $15,000 | $8K | May 5, 2025 |
| Apr 11, 2025 | MMM | 3M Company Common Stock | purchase | $1,001 - $15,000 | $8K | May 5, 2025 |
| Apr 7, 2025 | CRM | Salesforce, Inc. Common Stock | sale | $1,001 - $15,000 | $8K | May 6, 2025 |
| Apr 7, 2025 | SHW | Sherwin-Williams Company | sale | $1,001 - $15,000 | $8K | May 6, 2025 |
| Apr 7, 2025 | ASML | ASML Holding N.V. - New York Registry Shares | sale | $1,001 - $15,000 | $8K | May 6, 2025 |
| Apr 7, 2025 | FI | Fiserv, Inc. Common Stock | sale | $1,001 - $15,000 | $8K | May 6, 2025 |
| Apr 7, 2025 | HCA | HCA Healthcare, Inc. Common Stock | sale | $1,001 - $15,000 | $8K | May 6, 2025 |
| Apr 7, 2025 | TMO | Thermo Fisher Scientific Inc Common Stock | sale | $1,001 - $15,000 | $8K | May 6, 2025 |
| Apr 7, 2025 | TXNM | TXNM Energy, Inc. Common Stock | sale | $1,001 - $15,000 | $8K | May 6, 2025 |
| Apr 7, 2025 | CVX | Chevron Corporation Common Stock | sale | $1,001 - $15,000 | $8K | May 6, 2025 |
| Apr 7, 2025 | HON | Honeywell International Inc. | sale | $1,001 - $15,000 | $8K | May 6, 2025 |
| Apr 7, 2025 | V | Visa Inc. | sale | $15,001 - $50,000 | $33K | May 6, 2025 |
| Apr 7, 2025 | GWW | W.W. Grainger, Inc. Common Stock | sale | $1,001 - $15,000 | $8K | May 6, 2025 |
| Apr 7, 2025 | WM | Waste Management, Inc. Common Stock | sale | $1,001 - $15,000 | $8K | May 6, 2025 |
| Apr 7, 2025 | WTW | Willis Towers Watson Public Limited Company - Ordinary Shares | sale | $1,001 - $15,000 | $8K | May 6, 2025 |
| Apr 7, 2025 | HWM | Howmet Aerospace Inc. Common Stock | sale | $1,001 - $15,000 | $8K | May 6, 2025 |
| Apr 7, 2025 | CB | Chubb Limited Common Stock | sale | $1,001 - $15,000 | $8K | May 6, 2025 |
| Apr 7, 2025 | LRCX | Lam Research Corporation - Common Stock | sale | $1,001 - $15,000 | $8K | May 6, 2025 |
| Apr 7, 2025 | MAS | Masco Corporation Common Stock | sale | $1,001 - $15,000 | $8K | May 6, 2025 |
| Apr 7, 2025 | GOOG | Alphabet Inc. - Class C Capital Stock | sale | $1,001 - $15,000 | $8K | May 6, 2025 |
| Apr 7, 2025 | ETN | Eaton Corporation, PLC Ordinary Shares | sale | $1,001 - $15,000 | $8K | May 6, 2025 |
| Apr 7, 2025 | MSFT | Microsoft Corporation - Common Stock | sale | $1,001 - $15,000 | $8K | May 6, 2025 |
| Apr 7, 2025 | MS | Morgan Stanley Common Stock | sale | $1,001 - $15,000 | $8K | May 6, 2025 |
| Apr 7, 2025 | NFLX | Netflix, Inc. - Common Stock | sale | $15,001 - $50,000 | $33K | May 6, 2025 |
| Apr 7, 2025 | AAPL | Apple Inc. - Common Stock | sale | $1,001 - $15,000 | $8K | May 6, 2025 |
| Apr 7, 2025 | LLY | Eli Lilly and Company Common Stock | sale | $1,001 - $15,000 | $8K | May 6, 2025 |
| Apr 7, 2025 | PGR | Progressive Corporation | sale | $1,001 - $15,000 | $8K | May 6, 2025 |
| Apr 7, 2025 | RS | Reliance, Inc. Common Stock | sale | $1,001 - $15,000 | $8K | May 6, 2025 |
| Apr 7, 2025 | RTX | RTX Corporation Common Stock | sale | $1,001 - $15,000 | $8K | May 6, 2025 |
| Apr 1, 2025 | PTC | PTC Inc. - Common Stock | sale | $1,001 - $15,000 | $8K | May 6, 2025 |
| Apr 1, 2025 | APTV | Aptiv PLC Ordinary Shares | sale | $1,001 - $15,000 | $8K | May 6, 2025 |
| Apr 1, 2025 | BALL | Ball Corporation Common Stock | sale | $1,001 - $15,000 | $8K | May 6, 2025 |
| Apr 1, 2025 | BMY | Bristol-Myers Squibb Company Common Stock | sale | $1,001 - $15,000 | $8K | May 6, 2025 |
| Apr 1, 2025 | CAG | ConAgra Brands, Inc. Common Stock | sale | $1,001 - $15,000 | $8K | May 6, 2025 |
| Apr 1, 2025 | STZ | Constellation Brands, Inc. Common Stock | sale | $1,001 - $15,000 | $8K | May 6, 2025 |
| Apr 1, 2025 | CCI | Crown Castle Inc. Common Stock | sale | $1,001 - $15,000 | $8K | May 6, 2025 |
| Apr 1, 2025 | DLTR | Dollar Tree, Inc. - Common Stock | sale | $1,001 - $15,000 | $8K | May 6, 2025 |
| Apr 1, 2025 | EIX | Edison International Common Stock | sale | $1,001 - $15,000 | $8K | May 6, 2025 |
| Apr 1, 2025 | ES | Eversource Energy | sale | $1,001 - $15,000 | $8K | May 6, 2025 |
| Apr 1, 2025 | FDS | FactSet Research Systems Inc. Common Stock | sale | $1,001 - $15,000 | $8K | May 6, 2025 |
| Apr 1, 2025 | FCX | Freeport-McMoRan, Inc. Common Stock | sale | $1,001 - $15,000 | $8K | May 6, 2025 |
| Apr 1, 2025 | GPN | Global Payments Inc. Common Stock | sale | $1,001 - $15,000 | $8K | May 6, 2025 |
| Apr 1, 2025 | HSIC | Henry Schein, Inc. - Common Stock | sale | $1,001 - $15,000 | $8K | May 6, 2025 |
| Apr 1, 2025 | JBHT | J.B. Hunt Transport Services, Inc. - Common Stock | sale | $1,001 - $15,000 | $8K | May 6, 2025 |
| Apr 1, 2025 | JNJ | Johnson & Johnson Common Stock | sale | $1,001 - $15,000 | $8K | May 6, 2025 |
| Apr 1, 2025 | KDP | Keurig Dr Pepper Inc. | sale | $1,001 - $15,000 | $8K | May 6, 2025 |
| Apr 1, 2025 | LHX | L3Harris Technologies, Inc. Common Stock | sale | $1,001 - $15,000 | $8K | May 6, 2025 |
| Apr 1, 2025 | MPC | Marathon Petroleum Corporation Common Stock | sale | $1,001 - $15,000 | $8K | May 6, 2025 |
| Apr 1, 2025 | MTD | Mettler-Toledo International, Inc. Common Stock | sale | $1,001 - $15,000 | $8K | May 6, 2025 |
| Apr 1, 2025 | ON | ON Semiconductor Corporation - Common Stock | sale | $1,001 - $15,000 | $8K | May 6, 2025 |
| Apr 1, 2025 | PYPL | PayPal Holdings, Inc. - Common Stock | sale | $1,001 - $15,000 | $8K | May 6, 2025 |
| Apr 1, 2025 | O | Realty Income Corporation Common Stock | sale | $1,001 - $15,000 | $8K | May 6, 2025 |
| Apr 1, 2025 | SBUX | Starbucks Corporation - Common Stock | sale | $1,001 - $15,000 | $8K | May 6, 2025 |
| Apr 1, 2025 | SMCI | Super Micro Computer, Inc. - Common Stock | sale | $1,001 - $15,000 | $8K | May 6, 2025 |
| Apr 1, 2025 | TROW | T. Rowe Price Group, Inc. - Common Stock | sale | $1,001 - $15,000 | $8K | May 6, 2025 |
| Apr 1, 2025 | TER | Teradyne, Inc. | sale | $1,001 - $15,000 | $8K | May 6, 2025 |
| Apr 1, 2025 | SJM | The J.M. Smucker Company Common Stock | sale | $1,001 - $15,000 | $8K | May 6, 2025 |
| Apr 1, 2025 | UBER | Uber Technologies, Inc. Common Stock | sale | $1,001 - $15,000 | $8K | May 6, 2025 |
| Apr 1, 2025 | VZ | Verizon Communications Inc. Common Stock | sale | $1,001 - $15,000 | $8K | May 6, 2025 |
| Apr 1, 2025 | ZTS | Zoetis Inc. Class A Common Stock | sale | $1,001 - $15,000 | $8K | May 6, 2025 |
| Apr 1, 2025 | COF | Capital One Financial Corporation Common Stock | purchase | $1,001 - $15,000 | $8K | May 5, 2025 |
| Mar 21, 2025 | COF | Capital One Financial Corporation Common Stock | purchase | $1,001 - $15,000 | $8K | Apr 3, 2025 |
| Mar 19, 2025 | CI | The Cigna Group Common Stock | purchase | $1,001 - $15,000 | $8K | Apr 3, 2025 |
| Mar 15, 2025 | MMM | 2000135564 JT 3M Company Common Stock | purchase | $1,001 - $15,000 | $8K | Apr 3, 2025 |
| Mar 11, 2025 | SONO | Sonos, Inc. - Common Stock | sale | $1,001 - $15,000 | $8K | Apr 8, 2025 |
| Mar 11, 2025 | WBS | Webster Financial Corporation Common Stock | sale | $1,001 - $15,000 | $8K | Apr 8, 2025 |
| Mar 3, 2025 | ALC | Alcon Inc. Ordinary Shares | sale | $1,001 - $15,000 | $8K | Apr 8, 2025 |
| Mar 3, 2025 | ACN | Accenture plc Class A Ordinary Shares | sale | $1,001 - $15,000 | $8K | Apr 8, 2025 |
| Mar 3, 2025 | TER | Teradyne, Inc. | sale | $1,001 - $15,000 | $8K | Apr 8, 2025 |
| Feb 24, 2025 | BK | The Bank of New York Mellon Corporation Common Stock | purchase | $1,001 - $15,000 | $8K | Mar 6, 2025 |
| Feb 24, 2025 | GS | Goldman Sachs Group, Inc. | purchase | $1,001 - $15,000 | $8K | Mar 6, 2025 |
| Feb 14, 2025 | COF | Capital One Financial Corporation Common Stock | purchase | $1,001 - $15,000 | $8K | Mar 6, 2025 |
| Feb 14, 2025 | PGR | Progressive Corporation | purchase | $1,001 - $15,000 | $8K | Mar 6, 2025 |
| Feb 12, 2025 | JNPR | Juniper Networks, Inc. Common Stock | sale | $1,001 - $15,000 | $8K | Mar 6, 2025 |
| Feb 12, 2025 | ANET | Arista Networks, Inc. Common Stock | purchase | $1,001 - $15,000 | $8K | Mar 6, 2025 |
| Feb 12, 2025 | BA | Boeing Company | purchase | $1,001 - $15,000 | $8K | Mar 6, 2025 |
| Feb 12, 2025 | CEG | Constellation Energy Corporation - Common Stock | purchase | $1,001 - $15,000 | $8K | Mar 6, 2025 |
| Feb 12, 2025 | ENPH | Enphase Energy, Inc. - Common Stock | sale | $1,001 - $15,000 | $8K | Mar 6, 2025 |
| Feb 12, 2025 | F | Ford Motor Company Common Stock | purchase | $1,001 - $15,000 | $8K | Mar 6, 2025 |
| Feb 12, 2025 | ON | ON Semiconductor Corporation - Common Stock | purchase | $1,001 - $15,000 | $8K | Mar 6, 2025 |
| Feb 12, 2025 | PYPL | PayPal Holdings, Inc. - Common Stock | purchase | $1,001 - $15,000 | $8K | Mar 6, 2025 |
| Feb 12, 2025 | PFE | Pfizer, Inc. Common Stock | sale | $1,001 - $15,000 | $8K | Mar 6, 2025 |
| Feb 12, 2025 | TER | Teradyne, Inc. | purchase | $1,001 - $15,000 | $8K | Mar 6, 2025 |
| Feb 12, 2025 | TSLA | Tesla, Inc. - Common Stock | sale | $15,001 - $50,000 | $33K | Mar 6, 2025 |
| Feb 12, 2025 | VST | Vistra Corp. Common Stock | purchase | $1,001 - $15,000 | $8K | Mar 6, 2025 |
| Feb 12, 2025 | WFC | Wells Fargo & Company Common Stock | purchase | $1,001 - $15,000 | $8K | Mar 6, 2025 |
| Feb 11, 2025 | CACI | CACI International, Inc. Class A Common Stock | sale | $1,001 - $15,000 | $8K | Mar 6, 2025 |
| Feb 11, 2025 | TFC | Truist Financial Corporation Common Stock | sale | $1,001 - $15,000 | $8K | Mar 6, 2025 |
| Feb 11, 2025 | DOX | Amdocs Limited - Ordinary Shares | sale | $1,001 - $15,000 | $8K | Mar 6, 2025 |
| Feb 5, 2025 | MCHP | Microchip Technology Incorporated - Common Stock | sale | $1,001 - $15,000 | $8K | Mar 6, 2025 |
| Feb 3, 2025 | ETN | Eaton Corporation, PLC Ordinary Shares | purchase | $1,001 - $15,000 | $8K | Mar 6, 2025 |
| Jan 28, 2025 | PEP | Pepsico, Inc. | sale | $1,001 - $15,000 | $8K | Feb 7, 2025 |
| Jan 28, 2025 | DELL | Dell Technologies Inc. Class C Common Stock | sale | $1,001 - $15,000 | $8K | Feb 7, 2025 |
| Jan 24, 2025 | PGR | Progressive Corporation | purchase | $1,001 - $15,000 | $8K | Feb 11, 2025 |
| Jan 15, 2025 | ENPH | Enphase Energy, Inc. - Common Stock | purchase | $1,001 - $15,000 | $8K | Feb 7, 2025 |
| Jan 15, 2025 | SOLV | Solventum Corporation Common Stock | sale | $1,001 - $15,000 | $8K | Feb 7, 2025 |
| Jan 15, 2025 | HAS | Hasbro, Inc. - Common Stock | purchase | $1,001 - $15,000 | $8K | Feb 7, 2025 |
| Jan 15, 2025 | JNPR | Juniper Networks, Inc. Common Stock | purchase | $1,001 - $15,000 | $8K | Feb 7, 2025 |
| Jan 15, 2025 | MKTX | MarketAxess Holdings, Inc. - Common Stock | purchase | $1,001 - $15,000 | $8K | Feb 7, 2025 |
| Jan 15, 2025 | MRNA | Moderna, Inc. - Common Stock | sale | $1,001 - $15,000 | $8K | Feb 7, 2025 |
| Jan 15, 2025 | NEE | NextEra Energy, Inc. Common Stock | purchase | $1,001 - $15,000 | $8K | Feb 7, 2025 |
| Jan 15, 2025 | PLTR | Palantir Technologies Inc. - Class A Common Stock | purchase | $1,001 - $15,000 | $8K | Feb 7, 2025 |
| Jan 15, 2025 | REGN | Regeneron Pharmaceuticals, Inc. - Common Stock | purchase | $1,001 - $15,000 | $8K | Feb 7, 2025 |
| Jan 15, 2025 | ES | Eversource Energy | purchase | $1,001 - $15,000 | $8K | Feb 7, 2025 |
| Jan 15, 2025 | CI | The Cigna Group Common Stock | purchase | $1,001 - $15,000 | $8K | Feb 7, 2025 |
| Jan 15, 2025 | UBER | Uber Technologies, Inc. Common Stock | purchase | $1,001 - $15,000 | $8K | Feb 7, 2025 |
| Jan 15, 2025 | WBA | Walgreens Boots Alliance, Inc. - Common Stock | purchase | $1,001 - $15,000 | $8K | Feb 7, 2025 |
| Jan 15, 2025 | AMT | American Tower Corporation | sale | $1,001 - $15,000 | $8K | Feb 7, 2025 |
| Jan 15, 2025 | BMY | Bristol-Myers Squibb Company Common Stock | purchase | $1,001 - $15,000 | $8K | Feb 7, 2025 |
| Jan 15, 2025 | CRL | Charles River Laboratories International, Inc. Common Stock | purchase | $1,001 - $15,000 | $8K | Feb 7, 2025 |
| Jan 15, 2025 | DLTR | Dollar Tree, Inc. - Common Stock | purchase | $1,001 - $15,000 | $8K | Feb 7, 2025 |
| Mar 15, 2024 | MMM | 3M Company Common Stock | purchase | $1,001 - $15,000 | $8K | Apr 3, 2025 |