New York· In office since 2021 (5 yrs)· District 15
No committee assignments on record
Total Trades
168
0 YTD
Purchases
86
0 YTD
Sales
82
0 YTD
Est. Volume
~$1.3M
| Ticker | Company | Trade Date | Filed | Type | Amount | Filing |
|---|---|---|---|---|---|---|
| META | C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Meta Platforms, Inc. - Class A Common Stock (META) | 2025-07-11 | 2025-08-20 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| CL | Stock (CL) | 2025-07-11 | 2025-08-20 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| ARES | A Common Stock (ARES) | 2025-07-11 | 2025-08-20 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| KMI | C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Kinder Morgan, Inc. Common Stock (KMI) | 2025-07-11 | 2025-08-20 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| OTIS | Stock (OTIS) | 2025-07-11 | 2025-08-20 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| NEE | C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. NextEra Energy, Inc. Common Stock (NEE) | 2025-07-11 | 2025-08-20 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| JPM | Stock (JPM) | 2025-07-11 | 2025-08-20 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| ORCL | Oracle Corporation Common Stock (ORCL) | 2025-07-11 | 2025-08-20 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| PPL | C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. PPL Corporation Common Stock (PPL) | 2025-07-11 | 2025-08-20 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| RHHBY | C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. ROCHE HOLDING LTD S/ADR (RHHBY) | 2025-07-11 | 2025-08-20 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| VICI | C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. VICI Properties Inc. Common Stock (VICI) | 2025-07-11 | 2025-08-20 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| ETN | Shares (ETN) | 2025-07-11 | 2025-08-20 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| QCOM | Stock (QCOM) | 2025-07-11 | 2025-08-20 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| TRP | Stock (TRP) | 2025-07-11 | 2025-08-20 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| QCOM | C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. QUALCOMM Incorporated - Common Stock (QCOM) | 2025-07-11 | 2025-08-20 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| TRP | C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. TC Energy Corporation Common Stock (TRP) | 2025-07-11 | 2025-08-20 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| SHW | AmountCap. C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Sherwin-Williams Company (SHW) | 2025-07-11 | 2025-08-20 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| WMT | Date AmountCap. C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Walmart Inc. Common Stock (WMT) | 2025-07-11 | 2025-08-20 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| UNP | C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Union Pacific Corporation Common Stock (UNP) | 2025-07-11 | 2025-08-20 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| OWL | Common Stock (OWL) | 2025-07-11 | 2025-08-20 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| WCN | C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Waste Connections, Inc. Common Shares (WCN) | 2025-07-11 | 2025-08-20 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| NOC | Common Stock (NOC) | 2025-07-11 | 2025-08-20 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| APO | AmountCap. C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Apollo Global Management, Inc. (APO) | 2025-07-11 | 2025-08-20 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| HPE | Common Stock (HPE) | 2025-07-11 | 2025-08-20 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| GOOGL | Type DateNotification Date AmountCap. direction. Alphabet Inc. - Class A Common Stock (GOOGL) | 2025-07-11 | 2025-08-20 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| APPL | are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Appell Pete Corp (APPL) [ST]P09/26/202408/01/2025$1,001 - $15,000 C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Apple Inc. - Common Stock (AAPL) | 2025-07-11 | 2025-08-20 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| LHX | Stock (LHX) | 2025-07-11 | 2025-08-20 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| AVGO | direction. Type DateNotification Date AmountCap. Broadcom Inc. - Common Stock (AVGO) | 2025-07-11 | 2025-08-20 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| KO | are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Coca-Cola Company (KO) [ST]P09/26/202408/01/2025$1,001 - $15,000 C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Colgate-Palmolive Company Common Stock (CL) | 2025-07-11 | 2025-08-20 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| EMR | Stock (EMR) | 2025-07-11 | 2025-08-20 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| EQT | Type DateNotification Date AmountCap. are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. EQT Corporation Common Stock (EQT) | 2025-07-11 | 2025-08-20 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| GS | are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Goldman Sachs Group, Inc. (GS) [ST]S07/11/202508/01/2025$1,001 - $15,000 C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Hewlett Packard Enterprise Company Common Stock (HPE) | 2025-07-11 | 2025-08-20 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| UNP | Stock (UNP) | 2025-07-11 | 2025-08-20 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| ASML | Registry Shares (ASML) | 2025-07-11 | 2025-08-20 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| MKC | direction. Type DateNotification Date AmountCap. McCormick & Company, Incorporated Common Stock (MKC) | 2025-07-11 | 2025-08-20 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| MS | DateNotification Date AmountCap. have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Morgan Stanley Common Stock (MS) | 2025-07-11 | 2025-08-20 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| VZ | Common Stock (VZ) | 2025-07-11 | 2025-08-20 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| WCN | Shares (WCN) | 2025-07-11 | 2025-08-20 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| ABBV | C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. AbbVie Inc. Common Stock (ABBV) | 2025-07-11 | 2025-08-20 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| AMH | C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. American Homes 4 Rent Common Shares of Beneficial Interest (AMH) | 2025-07-11 | 2025-08-20 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| ELS | Common Stock (ELS) | 2025-07-11 | 2025-08-20 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| VZ | are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. US Treasury Note 91282CNG2 [GS]S07/11/202508/01/2025$1,001 - $15,000 C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Verizon Communications Inc. Common Stock (VZ) | 2025-07-11 | 2025-08-20 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| ARES | C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Ares Management Corporation Class A Common Stock (ARES) | 2025-07-11 | 2025-08-20 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| AMT | C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. American Tower Corporation (AMT) | 2025-07-11 | 2025-08-20 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| ASML | C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. ASML Holding N.V. - New York Registry Shares (ASML) | 2025-07-11 | 2025-08-20 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| BAC | C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Bank of America Corporation Common Stock (BAC) | 2025-07-11 | 2025-08-20 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| OWL | have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Blue Owl Capital Inc. Class A Common Stock (OWL) | 2025-07-11 | 2025-08-20 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| BLK | C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. BlackRock, Inc. Common Stock (BLK) | 2025-07-11 | 2025-08-20 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| MRVL | Stock (MRVL) | 2025-07-11 | 2025-08-20 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| ETN | C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Eaton Corporation, PLC Ordinary Shares (ETN) | 2025-07-11 | 2025-08-20 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| EMR | C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Emerson Electric Company Common Stock (EMR) | 2025-07-11 | 2025-08-20 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| MKC | Common Stock (MKC) | 2025-07-11 | 2025-08-20 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| ELS | C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Equity Lifestyle Properties, Inc. Common Stock (ELS) | 2025-07-11 | 2025-08-20 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| BX | AmountCap. C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Blackstone Inc. Common Stock (BX) | 2025-07-11 | 2025-08-20 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| EQR | Date AmountCap. C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Equity Residential Common Shares of Beneficial Interest (EQR) | 2025-07-11 | 2025-08-20 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| FCX | C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Freeport-McMoRan, Inc. Common Stock (FCX) | 2025-07-11 | 2025-08-20 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| C | C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Citigroup, Inc. Common Stock (C) | 2025-07-11 | 2025-08-20 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| EQIX | C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Equinix, Inc. - Common Stock (EQIX) | 2025-07-11 | 2025-08-20 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| JPM | C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. JP Morgan Chase & Co. Common Stock (JPM) | 2025-07-11 | 2025-08-20 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| BAC | Common Stock (BAC) | 2025-07-11 | 2025-08-20 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| LHX | C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. L3Harris Technologies, Inc. Common Stock (LHX) | 2025-07-11 | 2025-08-20 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| MCK | Stock (MCK) | 2025-07-11 | 2025-08-20 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| MET | C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. MetLife, Inc. Common Stock (MET) | 2025-07-11 | 2025-08-20 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| MRVL | Marvell Technology, Inc. - Common Stock (MRVL) | 2025-07-11 | 2025-08-20 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| MRK | Stock (MRK) | 2025-07-11 | 2025-08-20 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| MCK | C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. McKesson Corporation Common Stock (MCK) | 2025-07-11 | 2025-08-20 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| MRK | C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Merck & Company, Inc. Common Stock (MRK) | 2025-07-11 | 2025-08-20 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| EQR | Beneficial Interest (EQR) | 2025-07-11 | 2025-08-20 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| MSFT | C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Microsoft Corporation - Common Stock (MSFT) | 2025-07-11 | 2025-08-20 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| OKE | C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. ONEOK, Inc. Common Stock (OKE) | 2025-07-11 | 2025-08-20 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| NOC | C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Northrop Grumman Corporation Common Stock (NOC) | 2025-07-11 | 2025-08-20 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| FCX | Stock (FCX) | 2025-07-11 | 2025-08-20 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| CRM | C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Salesforce, Inc. Common Stock (CRM) | 2025-07-11 | 2025-08-20 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| META | Common Stock (META) | 2025-07-11 | 2025-08-20 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| MSFT | Stock (MSFT) | 2025-07-11 | 2025-08-20 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| OTIS | C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Otis Worldwide Corporation Common Stock (OTIS) | 2025-07-11 | 2025-08-20 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| MRVL | C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Marvell Technology, Inc. - Common Stock (MRVL) | 2025-06-06 | 2025-08-20 | Purchase | $1,001 - $15,000 | View ↗ |
| MRVL | Stock (MRVL) | 2025-06-06 | 2025-08-20 | Purchase | $1,001 - $15,000 | View ↗ |
| TRP | C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. TC Energy Corporation Common Stock (TRP) | 2025-04-09 | 2025-08-20 | Purchase | $1,001 - $15,000 | View ↗ |
| TRP | Stock (TRP) | 2025-04-09 | 2025-08-20 | Purchase | $1,001 - $15,000 | View ↗ |
| HD | are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Home Depot, Inc. (HD) [ST]P09/26/202408/01/2025$1,001 - $15,000 C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Honeywell International Inc. (HON) | 2025-02-28 | 2025-08-20 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| MKC | C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. McCormick & Company, Incorporated Common Stock (MKC) | 2025-01-07 | 2025-08-20 | Purchase | $1,001 - $15,000 | View ↗ |
| AVGO | C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Broadcom Inc. - Common Stock (AVGO) | 2025-01-07 | 2025-08-20 | Sale (Partial) | $1,001 - $15,000 | View ↗ |
| MKC | Common Stock (MKC) | 2025-01-07 | 2025-08-20 | Purchase | $1,001 - $15,000 | View ↗ |
| ARES | C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Ares Management Corporation Class A Common Stock (ARES) | 2024-10-09 | 2025-08-20 | Purchase | $1,001 - $15,000 | View ↗ |
| ARES | A Common Stock (ARES) | 2024-10-09 | 2025-08-20 | Purchase | $1,001 - $15,000 | View ↗ |
| AVGO | C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Broadcom Inc. - Common Stock (AVGO) | 2024-09-26 | 2025-08-20 | Purchase | $1,001 - $15,000 | View ↗ |
| ASML | Registry Shares (ASML) | 2024-09-26 | 2025-08-20 | Purchase | $1,001 - $15,000 | View ↗ |
| OWL | Common Stock (OWL) | 2024-09-26 | 2025-08-20 | Purchase | $1,001 - $15,000 | View ↗ |
| CMCSA | Common Stock (CMCSA) | 2024-09-26 | 2025-08-20 | Purchase | $1,001 - $15,000 | View ↗ |
| ELS | Common Stock (ELS) | 2024-09-26 | 2025-08-20 | Purchase | $1,001 - $15,000 | View ↗ |
| EQR | Beneficial Interest (EQR) | 2024-09-26 | 2025-08-20 | Purchase | $1,001 - $15,000 | View ↗ |
| GLPI | Common Stock (GLPI) | 2024-09-26 | 2025-08-20 | Purchase | $1,001 - $15,000 | View ↗ |
| ICE | Common Stock (ICE) | 2024-09-26 | 2025-08-20 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| ICE | Common Stock (ICE) | 2024-09-26 | 2025-08-20 | Purchase | $1,001 - $15,000 | View ↗ |
| JPM | Stock (JPM) | 2024-09-26 | 2025-08-20 | Purchase | $1,001 - $15,000 | View ↗ |
| LHX | Stock (LHX) | 2024-09-26 | 2025-08-20 | Purchase | $1,001 - $15,000 | View ↗ |
| LEN | Stock (LEN) | 2024-09-26 | 2025-08-20 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| LEN | Stock (LEN) | 2024-09-26 | 2025-08-20 | Purchase | $1,001 - $15,000 | View ↗ |
| LMT | Common Stock (LMT) | 2024-09-26 | 2025-08-20 | Purchase | $1,001 - $15,000 | View ↗ |
| MKC | Common Stock (MKC) | 2024-09-26 | 2025-08-20 | Purchase | $1,001 - $15,000 | View ↗ |
| MRK | Stock (MRK) | 2024-09-26 | 2025-08-20 | Purchase | $1,001 - $15,000 | View ↗ |
| META | Common Stock (META) | 2024-09-26 | 2025-08-20 | Purchase | $1,001 - $15,000 | View ↗ |
| MSFT | Stock (MSFT) | 2024-09-26 | 2025-08-20 | Purchase | $1,001 - $15,000 | View ↗ |
| NOC | Common Stock (NOC) | 2024-09-26 | 2025-08-20 | Purchase | $1,001 - $15,000 | View ↗ |
| NXPI | Stock (NXPI) | 2024-09-26 | 2025-08-20 | Purchase | $1,001 - $15,000 | View ↗ |
| ODFL | Common Stock (ODFL) | 2024-09-26 | 2025-08-20 | Purchase | $1,001 - $15,000 | View ↗ |
| OTIS | Stock (OTIS) | 2024-09-26 | 2025-08-20 | Purchase | $1,001 - $15,000 | View ↗ |
| PAGP | interests (PAGP) | 2024-09-26 | 2025-08-20 | Purchase | $1,001 - $15,000 | View ↗ |
| QCOM | Stock (QCOM) | 2024-09-26 | 2025-08-20 | Purchase | $1,001 - $15,000 | View ↗ |
| TXN | Common Stock (TXN) | 2024-09-26 | 2025-08-20 | Purchase | $1,001 - $15,000 | View ↗ |
| UNP | Stock (UNP) | 2024-09-26 | 2025-08-20 | Purchase | $1,001 - $15,000 | View ↗ |
| UNH | Common Stock (UNH) | 2024-09-26 | 2025-08-20 | Purchase | $1,001 - $15,000 | View ↗ |
| AMH | C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. American Homes 4 Rent Common Shares of Beneficial Interest (AMH) | 2024-09-26 | 2025-08-20 | Purchase | $1,001 - $15,000 | View ↗ |
| AMT | C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. American Tower Corporation (AMT) | 2024-09-26 | 2025-08-20 | Purchase | $1,001 - $15,000 | View ↗ |
| BLK | C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. BlackRock, Inc. Common Stock (BLK) | 2024-09-26 | 2025-08-20 | Purchase | $1,001 - $15,000 | View ↗ |
| BX | Blackstone Inc. Common Stock (BX) | 2024-09-26 | 2025-08-20 | Purchase | $1,001 - $15,000 | View ↗ |
| ENB | C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Enbridge Inc Common Stock (ENB) | 2024-09-26 | 2025-08-20 | Purchase | $1,001 - $15,000 | View ↗ |
| EQIX | C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Equinix, Inc. - Common Stock (EQIX) | 2024-09-26 | 2025-08-20 | Purchase | $1,001 - $15,000 | View ↗ |
| LINE | C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Lineage, Inc. - Common Stock (LINE) | 2024-09-26 | 2025-08-20 | Purchase | $1,001 - $15,000 | View ↗ |
| MS | C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Morgan Stanley Common Stock (MS) | 2024-09-26 | 2025-08-20 | Purchase | $1,001 - $15,000 | View ↗ |
| OKE | C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. ONEOK, Inc. Common Stock (OKE) | 2024-09-26 | 2025-08-20 | Purchase | $1,001 - $15,000 | View ↗ |
| PEG | C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Public Service Enterprise Group Incorporated Common Stock (PEG) | 2024-09-26 | 2025-08-20 | Purchase | $1,001 - $15,000 | View ↗ |
| CRM | C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Salesforce, Inc. Common Stock (CRM) | 2024-09-26 | 2025-08-20 | Purchase | $1,001 - $15,000 | View ↗ |
| SHW | C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Sherwin-Williams Company (SHW) | 2024-09-26 | 2025-08-20 | Purchase | $1,001 - $15,000 | View ↗ |
| GOOGL | C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Alphabet Inc. - Class A Common Stock (GOOGL) | 2024-09-26 | 2025-08-20 | Purchase | $1,001 - $15,000 | View ↗ |
| APO | C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Apollo Global Management, Inc. (APO) | 2024-09-26 | 2025-08-20 | Purchase | $1,001 - $15,000 | View ↗ |
| ARE | Common Stock (ARE) | 2024-09-26 | 2025-08-20 | Purchase | $1,001 - $15,000 | View ↗ |
| EIX | C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Edison International Common Stock (EIX) | 2024-09-26 | 2025-08-20 | Purchase | $1,001 - $15,000 | View ↗ |
| EQT | C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. EQT Corporation Common Stock (EQT) | 2024-09-26 | 2025-08-20 | Purchase | $1,001 - $15,000 | View ↗ |
| JNJ | C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Johnson & Johnson Common Stock (JNJ) | 2024-09-26 | 2025-08-20 | Purchase | $1,001 - $15,000 | View ↗ |
| KMI | C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Kinder Morgan, Inc. Common Stock (KMI) | 2024-09-26 | 2025-08-20 | Purchase | $1,001 - $15,000 | View ↗ |
| NVDA | AmountCap. C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. NVIDIA Corporation - Common Stock (NVDA) | 2024-09-26 | 2025-08-20 | Purchase | $1,001 - $15,000 | View ↗ |
| META | Type DateNotification Date AmountCap. direction. Meta Platforms, Inc. - Class A Common Stock (META) | 2024-09-26 | 2025-08-20 | Purchase | $1,001 - $15,000 | View ↗ |
| ORCL | DateNotification Date AmountCap. have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Oracle Corporation Common Stock (ORCL) | 2024-09-26 | 2025-08-20 | Purchase | $1,001 - $15,000 | View ↗ |
| PPL | Type DateNotification Date AmountCap. direction. PPL Corporation Common Stock (PPL) | 2024-09-26 | 2025-08-20 | Purchase | $1,001 - $15,000 | View ↗ |
| ABBV | T Type DateNotification Date AmountCap. AbbVie Inc. Common Stock (ABBV) | 2024-09-26 | 2025-08-20 | Purchase | $1,001 - $15,000 | View ↗ |
| ASML | direction. Type DateNotification Date AmountCap. ASML Holding N.V. - New York Registry Shares (ASML) | 2024-09-26 | 2025-08-20 | Purchase | $1,001 - $15,000 | View ↗ |
| SRE | direction. Type DateNotification Date AmountCap. DBA Sempra Common Stock (SRE) | 2024-09-26 | 2025-08-20 | Purchase | $1,001 - $15,000 | View ↗ |
| JPM | direction. Type DateNotification Date AmountCap. JP Morgan Chase & Co. Common Stock (JPM) | 2024-09-26 | 2025-08-20 | Purchase | $1,001 - $15,000 | View ↗ |
| LEN | Type DateNotification Date AmountCap. direction. Lennar Corporation Class A Common Stock (LEN) | 2024-09-26 | 2025-08-20 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| NSRGY | are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. NESTLE S.A S/ADR (NSRGY) [ST]P09/26/202408/01/2025$1,001 - $15,000 C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. NextEra Energy, Inc. Common Stock (NEE) | 2024-09-26 | 2025-08-20 | Purchase | $1,001 - $15,000 | View ↗ |
| PEP | Pepsico, Inc. (PEP) [ST]S07/11/202508/01/2025$1,001 - $15,000 C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Plains GP Holdings, L.P. - Class A Shares representing limited partner interests (PAGP) | 2024-09-26 | 2025-08-20 | Purchase | $1,001 - $15,000 | View ↗ |
| PG | are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Procter & Gamble Company (PG) [ST]P09/26/202408/01/2025$1,001 - $15,000 C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Prologis, Inc. Common Stock (PLD) | 2024-09-26 | 2025-08-20 | Purchase | $1,001 - $15,000 | View ↗ |
| QCOM | DateNotification Date AmountCap. have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. QUALCOMM Incorporated - Common Stock (QCOM) | 2024-09-26 | 2025-08-20 | Purchase | $1,001 - $15,000 | View ↗ |
| TMUS | T-Mobile US, Inc. (TMUS) [ST]S07/11/202508/01/2025$1,001 - $15,000 C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. U.S. Bancorp Common Stock (USB) | 2024-09-26 | 2025-08-20 | Purchase | $1,001 - $15,000 | View ↗ |
| ARE | C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Alexandria Real Estate Equities, Inc. Common Stock (ARE) | 2024-09-26 | 2025-08-20 | Purchase | $1,001 - $15,000 | View ↗ |
| ASML | C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. ASML Holding N.V. - New York Registry Shares (ASML) | 2024-09-26 | 2025-08-20 | Purchase | $1,001 - $15,000 | View ↗ |
| OWL | C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Blue Owl Capital Inc. Class A Common Stock (OWL) | 2024-09-26 | 2025-08-20 | Purchase | $1,001 - $15,000 | View ↗ |
| CMCSA | C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Comcast Corporation - Class A Common Stock (CMCSA) | 2024-09-26 | 2025-08-20 | Purchase | $1,001 - $15,000 | View ↗ |
| ELS | C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Equity Lifestyle Properties, Inc. Common Stock (ELS) | 2024-09-26 | 2025-08-20 | Purchase | $1,001 - $15,000 | View ↗ |
| EQR | C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Equity Residential Common Shares of Beneficial Interest (EQR) | 2024-09-26 | 2025-08-20 | Purchase | $1,001 - $15,000 | View ↗ |
| GLPI | C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Gaming and Leisure Properties, Inc. - Common Stock (GLPI) | 2024-09-26 | 2025-08-20 | Purchase | $1,001 - $15,000 | View ↗ |
| ICE | C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Intercontinental Exchange Inc. Common Stock (ICE) | 2024-09-26 | 2025-08-20 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| ICE | C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Intercontinental Exchange Inc. Common Stock (ICE) | 2024-09-26 | 2025-08-20 | Purchase | $1,001 - $15,000 | View ↗ |
| LHX | C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. L3Harris Technologies, Inc. Common Stock (LHX) | 2024-09-26 | 2025-08-20 | Purchase | $1,001 - $15,000 | View ↗ |
| LEN | C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Lennar Corporation Class A Common Stock (LEN) | 2024-09-26 | 2025-08-20 | Purchase | $1,001 - $15,000 | View ↗ |
| LMT | C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Lockheed Martin Corporation Common Stock (LMT) | 2024-09-26 | 2025-08-20 | Purchase | $1,001 - $15,000 | View ↗ |
| MKC | C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. McCormick & Company, Incorporated Common Stock (MKC) | 2024-09-26 | 2025-08-20 | Purchase | $1,001 - $15,000 | View ↗ |
| MRK | C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Merck & Company, Inc. Common Stock (MRK) | 2024-09-26 | 2025-08-20 | Purchase | $1,001 - $15,000 | View ↗ |
| MSFT | C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Microsoft Corporation - Common Stock (MSFT) | 2024-09-26 | 2025-08-20 | Purchase | $1,001 - $15,000 | View ↗ |
| NOC | C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Northrop Grumman Corporation Common Stock (NOC) | 2024-09-26 | 2025-08-20 | Purchase | $1,001 - $15,000 | View ↗ |
| NXPI | C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. NXP Semiconductors N.V. - Common Stock (NXPI) | 2024-09-26 | 2025-08-20 | Purchase | $1,001 - $15,000 | View ↗ |
| ODFL | C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Old Dominion Freight Line, Inc. - Common Stock (ODFL) | 2024-09-26 | 2025-08-20 | Purchase | $1,001 - $15,000 | View ↗ |
| OTIS | C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Otis Worldwide Corporation Common Stock (OTIS) | 2024-09-26 | 2025-08-20 | Purchase | $1,001 - $15,000 | View ↗ |
| TXN | C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Texas Instruments Incorporated - Common Stock (TXN) | 2024-09-26 | 2025-08-20 | Purchase | $1,001 - $15,000 | View ↗ |
| UNP | C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Union Pacific Corporation Common Stock (UNP) | 2024-09-26 | 2025-08-20 | Purchase | $1,001 - $15,000 | View ↗ |
| UNH | C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. UnitedHealth Group Incorporated Common Stock (UNH) | 2024-09-26 | 2025-08-20 | Purchase | $1,001 - $15,000 | View ↗ |