Val T. Hoyle
U.S. Representative, Oregon district 4 (OR04)
Latest disclosure May 15, 2026: Periodic transaction report, filing 20034581.
Everything below is as of the disclosure date of the filing it came from, not live. Members report trades up to 45 days after they happen.
Holdings
From Annual report (FD Original) for 2025, filing 10077015.
As of May 15, 2026, the date it was filed.
Sorted by the lower bound of the disclosed value band, largest band first.
| Ticker | Asset | Owner | Value band | Source |
|---|---|---|---|---|
| FCTDX | Fidelity Rollover IRA #3 ⇒ Strategic Advisers Fidelity U.S. Total Stock Fund (FCTDX) MF | Spouse | $250,001 - $500,000 | p. 3 |
| FUSIX | Fidelity Rollover IRA #3 ⇒ Strategic Advisers Fidelity International Fund (FUSIX) MF | Spouse | $100,001 - $250,000 | p. 3 |
| FGOMX | Fidelity Rollover IRA #3 ⇒ Strategic Advisers Fidelity Emerging Markets Fund (FGOMX) MF | Spouse | $50,001 - $100,000 | p. 3 |
| FSCJX | Fidelity Rollover IRA #3 ⇒ Fidelity SAI Canada Equity Index Fund (FSCJX) MF | Spouse | $15,001 - $50,000 | p. 3 |
| VFORX | 457 Retirement Account ⇒ Vanguard Target Retirement 2040 Fund (VFORX) MF | Spouse | $1,001 - $15,000 | p. 1 |
| DOXFX | Fidelity Investment Retirement Account ⇒ Dodge & Cox International Stock Fund - Class X (DOXFX) MF | Spouse | $1,001 - $15,000 | p. 1 |
| FXNAX | Fidelity Investment Retirement Account ⇒ Fidelity U.S. Bond Index Fund (FXNAX) MF | Spouse | $1,001 - $15,000 | p. 1 |
| SCIJX | Fidelity Investment Retirement Account ⇒ Hartford Schroders International Stock Fund (SCIJX) MF | Spouse | $1,001 - $15,000 | p. 1 |
| PTTRX | Fidelity Investment Retirement Account ⇒ PIMCO Funds Total Return Fund Institutional Shares (PTTRX) MF | Spouse | $1,001 - $15,000 | p. 2 |
| VIGIX | Fidelity Investment Retirement Account ⇒ Vanguard Index Trust - Growth Index Fund Institutional Shares (VIGIX) MF | Spouse | $1,001 - $15,000 | p. 2 |
| VIVIX | Fidelity Investment Retirement Account ⇒ Vanguard Index Trust Vanguard Value Index Fund Institutional Shares (VIVIX) MF | Spouse | $1,001 - $15,000 | p. 2 |
| VAIPX | Fidelity Investment Retirement Account ⇒ Vanguard Inflation Protected Securities Fund Admiral Shares (VAIPX) MF | Spouse | $1,001 - $15,000 | p. 2 |
| VINIX | Fidelity Investment Retirement Account ⇒ Vanguard Institutional Index (VINIX) MF | Spouse | $1,001 - $15,000 | p. 2 |
| VIMAX | Fidelity Investment Retirement Account ⇒ Vanguard Mid-Cap Index Fund Admiral Shares (VIMAX) MF | Spouse | $1,001 - $15,000 | p. 2 |
| PSTG | Fidelity Rollover IRA #2 ⇒ Pure Storage, Inc. Class A Common Stock (PSTG) ST | Spouse | $1,001 - $15,000 | p. 3 |
| FDRXX | Fidelity Rollover IRA #3 ⇒ Fidelity Cash Reserves (FDRXX) MF | Spouse | $1,001 - $15,000 | p. 3 |
| FIFGX | Fidelity Rollover IRA #3 ⇒ Fidelity SAI Inflation-Focused Fund (FIFGX) MF | Spouse | $1,001 - $15,000 | p. 3 |
| FSRJX | Fidelity Rollover IRA #3 ⇒ Fidelity SAI Real Estate Fund (FSRJX) MF | Spouse | $1,001 - $15,000 | p. 3 |
| SPAXX | Fidelity Roth IRA ⇒ Fidelity Government Money Market Fund (SPAXX) MF | Spouse | $1,001 - $15,000 | p. 3 |
| FZROX | Fidelity Roth IRA ⇒ Fidelity Total Market Index Fund (FZROX) MF | Spouse | $1,001 - $15,000 | p. 3 |
| VSIAX | Fidelity Investment Retirement Account ⇒ Vanguard Small-Cap Value Index Fd Admiral (VSIAX) MF | Spouse | $1 - $1,000 | p. 2 |
| DODFX | Fidelity Investment Retirement Account ⇒ Dodge & Cox International Stock Fund - Class I (DODFX) MF | Spouse | None | p. 1 |
| JLGMX | Fidelity Investment Retirement Account ⇒ JPMorgan Large Cap Growth Fund R6 (JLGMX) MF | Spouse | None | p. 2 |
| VIGAX | Fidelity Investment Retirement Account ⇒ Vanguard Growth Index Fd Admiral Shs (VIGAX) MF | Spouse | None | p. 2 |
| VTIAX | Fidelity Investment Retirement Account ⇒ Vanguard Total International Stock Index Fd Admiral (VTIAX) MF | Spouse | None | p. 2 |
| VVIAX | Fidelity Investment Retirement Account ⇒ Vanguard Value Index Fd Admiral Shs (VVIAX) MF | Spouse | None | p. 2 |
| SPAXX | Fidelity Rollover IRA #2 ⇒ Fidelity Government Money Market Fund (SPAXX) MF | Spouse | None | p. 3 |
| DODFX | Fidelity Traditional IRA ⇒ Dodge & Cox International Stock Fund - Class I (DODFX) MF | Member | None | p. 3 |
7 other assets on this report (bank accounts, real property, retirement plans, private businesses and similar) are not securities and are not listed here. They are on the filing.
1 row(s) on this report give no value band (for example “Undetermined”) and are left out.
Transactions
Every row on this member's periodic transaction reports filed in 2025 and 2026.
Sorted by the lower bound of the disclosed amount band, largest band first, then by transaction date, newest first. Each row links to the page of the filing it came from.
| Ticker | Asset | Owner | Type | Transaction date | Amount band | Filed |
|---|---|---|---|---|---|---|
| NVDA | NVIDIA Corporation - Common Stock (NVDA) ST | Spouse | S | September 23, 2025 | $50,001 - $100,000 | October 10, 2025 filing 20032211, p. 13 |
| GOOGL | Alphabet Inc. - Class A Common Stock (GOOGL) ST | Spouse | S | September 23, 2025 | $15,001 - $50,000 | October 10, 2025 filing 20032211, p. 1 |
| AMZN | Amazon.com, Inc. - Common Stock (AMZN) ST | Spouse | S | September 23, 2025 | $15,001 - $50,000 | October 10, 2025 filing 20032211, p. 1 |
| AAPL | Apple Inc. - Common Stock (AAPL) ST | Spouse | S | September 23, 2025 | $15,001 - $50,000 | October 10, 2025 filing 20032211, p. 2 |
| AVGO | Broadcom Inc. - Common Stock (AVGO) ST | Spouse | S | September 23, 2025 | $15,001 - $50,000 | October 10, 2025 filing 20032211, p. 3 |
| META | Meta Platforms, Inc. - Class A Common Stock (META) ST | Spouse | S | September 23, 2025 | $15,001 - $50,000 | October 10, 2025 filing 20032211, p. 11 |
| MSFT | Microsoft Corporation - Common Stock (MSFT) ST | Spouse | S | September 23, 2025 | $15,001 - $50,000 | October 10, 2025 filing 20032211, p. 11 |
| MSFT | Microsoft Corporation - Common Stock (MSFT) ST | Spouse | P | October 29, 2024 | $15,001 - $50,000 | September 12, 2025 filing 20032070, p. 16 |
| NVDA | NVIDIA Corporation - Common Stock (NVDA) ST | Spouse | P | October 29, 2024 | $15,001 - $50,000 | September 12, 2025 filing 20032070, p. 18 |
| GOOG | Alphabet Inc. - Class C Capital Stock (GOOG) ST | Spouse | S | September 23, 2025 | $1,001 - $15,000 | October 10, 2025 filing 20032211, p. 1 |
| DOX | Amdocs Limited - Ordinary Shares (DOX) ST | Spouse | S | September 23, 2025 | $1,001 - $15,000 | October 10, 2025 filing 20032211, p. 1 |
| APH | Amphenol Corporation Common Stock (APH) ST | Spouse | S | September 23, 2025 | $1,001 - $15,000 | October 10, 2025 filing 20032211, p. 1 |
| APO | Apollo Global Management, Inc. (APO) ST | Spouse | S | September 23, 2025 | $1,001 - $15,000 | October 10, 2025 filing 20032211, p. 2 |
| APP | Applovin Corporation - Class A Common Stock (APP) ST | Spouse | S | September 23, 2025 | $1,001 - $15,000 | October 10, 2025 filing 20032211, p. 2 |
| ARES | Ares Management Corporation Class A Common Stock (ARES) ST | Spouse | S | September 23, 2025 | $1,001 - $15,000 | October 10, 2025 filing 20032211, p. 2 |
| ANET | Arista Networks, Inc. Common Stock (ANET) ST | Spouse | S | September 23, 2025 | $1,001 - $15,000 | October 10, 2025 filing 20032211, p. 2 |
| AJG | Arthur J. Gallagher & Co. Common Stock (AJG) ST | Spouse | S | September 23, 2025 | $1,001 - $15,000 | October 10, 2025 filing 20032211, p. 2 |
| AZN | AstraZeneca PLC - American Depositary Shares (AZN) ST | Spouse | S | September 23, 2025 | $1,001 - $15,000 | October 10, 2025 filing 20032211, p. 2 |
| AZO | AutoZone, Inc. Common Stock (AZO) ST | Spouse | S | September 23, 2025 | $1,001 - $15,000 | October 10, 2025 filing 20032211, p. 2 |
| BAC | Bank of America Corporation Common Stock (BAC) ST | Spouse | S | September 23, 2025 | $1,001 - $15,000 | October 10, 2025 filing 20032211, p. 2 |
| BRK.B | Berkshire Hathaway Inc. New Common Stock (BRK.B) ST | Spouse | S | September 23, 2025 | $1,001 - $15,000 | October 10, 2025 filing 20032211, p. 3 |
| BLK | BlackRock, Inc. Common Stock (BLK) ST | Spouse | S | September 23, 2025 | $1,001 - $15,000 | October 10, 2025 filing 20032211, p. 3 |
| BA | Boeing Company (BA) ST | Spouse | S | September 23, 2025 | $1,001 - $15,000 | October 10, 2025 filing 20032211, p. 3 |
| BKNG | Booking Holdings Inc. - Common Stock (BKNG) ST | Spouse | S | September 23, 2025 | $1,001 - $15,000 | October 10, 2025 filing 20032211, p. 3 |
| BSX | Boston Scientific Corporation Common Stock (BSX) ST | Spouse | S | September 23, 2025 | $1,001 - $15,000 | October 10, 2025 filing 20032211, p. 3 |
| BRO | Brown & Brown, Inc. Common Stock (BRO) ST | Spouse | S | September 23, 2025 | $1,001 - $15,000 | October 10, 2025 filing 20032211, p. 3 |
| BF.B | Brown Forman Inc Class B Common Stock (BF.B) ST | Spouse | S | September 23, 2025 | $1,001 - $15,000 | October 10, 2025 filing 20032211, p. 3 |
| CHRW | C.H. Robinson Worldwide, Inc. - Common Stock (CHRW) ST | Spouse | S | September 23, 2025 | $1,001 - $15,000 | October 10, 2025 filing 20032211, p. 3 |
| CDNS | Cadence Design Systems, Inc. - Common Stock (CDNS) ST | Spouse | S | September 23, 2025 | $1,001 - $15,000 | October 10, 2025 filing 20032211, p. 4 |
| CNQ | Canadian Natural Resources Limited Common Stock (CNQ) ST | Spouse | S | September 23, 2025 | $1,001 - $15,000 | October 10, 2025 filing 20032211, p. 4 |
| COF | Capital One Financial Corporation Common Stock (COF) ST | Spouse | S | September 23, 2025 | $1,001 - $15,000 | October 10, 2025 filing 20032211, p. 4 |
| CLS | Celestica, Inc. Common Stock (CLS) ST | Spouse | S | September 23, 2025 | $1,001 - $15,000 | October 10, 2025 filing 20032211, p. 4 |
| SCHW | Charles Schwab Corporation (SCHW) ST | Spouse | S | September 23, 2025 | $1,001 - $15,000 | October 10, 2025 filing 20032211, p. 4 |
| CTAS | Cintas Corporation - Common Stock (CTAS) ST | Spouse | S | September 23, 2025 | $1,001 - $15,000 | October 10, 2025 filing 20032211, p. 4 |
| CSCO | Cisco Systems, Inc. - Common Stock (CSCO) ST | Spouse | S | September 23, 2025 | $1,001 - $15,000 | October 10, 2025 filing 20032211, p. 4 |
| CME | CME Group Inc. - Class A Common Stock (CME) ST | Spouse | S | September 23, 2025 | $1,001 - $15,000 | October 10, 2025 filing 20032211, p. 4 |
| KO | Coca-Cola Company (KO) ST | Spouse | S | September 23, 2025 | $1,001 - $15,000 | October 10, 2025 filing 20032211, p. 4 |
| CTSH | Cognizant Technology Solutions Corporation - Class A Common Stock (CTSH) ST | Spouse | S | September 23, 2025 | $1,001 - $15,000 | October 10, 2025 filing 20032211, p. 4 |
| CMCSA | Comcast Corporation - Class A Common Stock (CMCSA) ST | Spouse | S | September 23, 2025 | $1,001 - $15,000 | October 10, 2025 filing 20032211, p. 5 |
| COP | ConocoPhillips Common Stock (COP) ST | Spouse | S | September 23, 2025 | $1,001 - $15,000 | October 10, 2025 filing 20032211, p. 5 |
| CNSWF | CONSTELLATION SFTWRE INC (CNSWF) ST | Spouse | S | September 23, 2025 | $1,001 - $15,000 | October 10, 2025 filing 20032211, p. 5 |
| COST | Costco Wholesale Corporation - Common Stock (COST) ST | Spouse | S | September 23, 2025 | $1,001 - $15,000 | October 10, 2025 filing 20032211, p. 5 |
| CRH | CRH PLC Ordinary Shares (CRH) ST | Spouse | S | September 23, 2025 | $1,001 - $15,000 | October 10, 2025 filing 20032211, p. 5 |
| CCI | Crown Castle Inc. Common Stock (CCI) ST | Spouse | S | September 23, 2025 | $1,001 - $15,000 | October 10, 2025 filing 20032211, p. 5 |
| CCK | Crown Holdings, Inc. (CCK) ST | Spouse | S | September 23, 2025 | $1,001 - $15,000 | October 10, 2025 filing 20032211, p. 5 |
| CSX | CSX Corporation (CSX) ST | Spouse | S | September 23, 2025 | $1,001 - $15,000 | October 10, 2025 filing 20032211, p. 5 |
| CVS | CVS Health Corporation Common Stock (CVS) ST | Spouse | S | September 23, 2025 | $1,001 - $15,000 | October 10, 2025 filing 20032211, p. 5 |
| DE | Deere & Company Common Stock (DE) ST | Spouse | S | September 23, 2025 | $1,001 - $15,000 | October 10, 2025 filing 20032211, p. 6 |
| DEO | Diageo plc Common Stock (DEO) ST | Spouse | S | September 23, 2025 | $1,001 - $15,000 | October 10, 2025 filing 20032211, p. 6 |
| ETN | Eaton Corporation, PLC Ordinary Shares (ETN) ST | Spouse | S | September 23, 2025 | $1,001 - $15,000 | October 10, 2025 filing 20032211, p. 6 |
| ELAN | Elanco Animal Health Incorporated Common Stock (ELAN) ST | Spouse | S | September 23, 2025 | $1,001 - $15,000 | October 10, 2025 filing 20032211, p. 6 |
| LLY | Eli Lilly and Company Common Stock (LLY) ST | Spouse | S | September 23, 2025 | $1,001 - $15,000 | October 10, 2025 filing 20032211, p. 6 |
| EMR | Emerson Electric Company Common Stock (EMR) ST | Spouse | S | September 23, 2025 | $1,001 - $15,000 | October 10, 2025 filing 20032211, p. 6 |
| ES | Eversource Energy (ES) ST | Spouse | S | September 23, 2025 | $1,001 - $15,000 | October 10, 2025 filing 20032211, p. 6 |
| XOM | Exxon Mobil Corporation Common Stock (XOM) ST | Spouse | S | September 23, 2025 | $1,001 - $15,000 | October 10, 2025 filing 20032211, p. 6 |
| FDX | FedEx Corporation Common Stock (FDX) ST | Spouse | S | September 23, 2025 | $1,001 - $15,000 | October 10, 2025 filing 20032211, p. 6 |
| FERG | Ferguson Enterprises Inc. Common Stock (FERG) ST | Spouse | S | September 23, 2025 | $1,001 - $15,000 | October 10, 2025 filing 20032211, p. 7 |
| FQVLF | FIRST QUANTUM MINERALS (FQVLF) ST | Spouse | S | September 23, 2025 | $1,001 - $15,000 | October 10, 2025 filing 20032211, p. 7 |
| GE | GE Aerospace Common Stock (GE) ST | Spouse | S | September 23, 2025 | $1,001 - $15,000 | October 10, 2025 filing 20032211, p. 7 |
| GEV | GE Vernova Inc. Common Stock (GEV) ST | Spouse | S | September 23, 2025 | $1,001 - $15,000 | October 10, 2025 filing 20032211, p. 7 |
| GEN | Gen Digital Inc. - Common Stock (GEN) ST | Spouse | S | September 23, 2025 | $1,001 - $15,000 | October 10, 2025 filing 20032211, p. 7 |
| GILD | Gilead Sciences, Inc. - Common Stock (GILD) ST | Spouse | S | September 23, 2025 | $1,001 - $15,000 | October 10, 2025 filing 20032211, p. 7 |
| GSK | GSK plc American Depositary Shares (GSK) ST | Spouse | S | September 23, 2025 | $1,001 - $15,000 | October 10, 2025 filing 20032211, p. 7 |
| HRB | H&R Block, Inc. Common Stock (HRB) ST | Spouse | S | September 23, 2025 | $1,001 - $15,000 | October 10, 2025 filing 20032211, p. 7 |
| HLN | Haleon plc American Depositary Shares (HLN) ST | Spouse | S | September 23, 2025 | $1,001 - $15,000 | October 10, 2025 filing 20032211, p. 8 |
| HEI.A | Heico Corporation Common Stock (HEI.A) ST | Spouse | S | September 23, 2025 | $1,001 - $15,000 | October 10, 2025 filing 20032211, p. 8 |
| HLT | Hilton Worldwide Holdings Inc. Common Stock (HLT) ST | Spouse | S | September 23, 2025 | $1,001 - $15,000 | October 10, 2025 filing 20032211, p. 8 |
| IMO | Imperial Oil Limited Common Stock (IMO) ST | Spouse | S | September 23, 2025 | $1,001 - $15,000 | October 10, 2025 filing 20032211, p. 8 |
| JNJ | Johnson & Johnson Common Stock (JNJ) ST | Spouse | S | September 23, 2025 | $1,001 - $15,000 | October 10, 2025 filing 20032211, p. 8 |
| JPM | JP Morgan Chase & Co. Common Stock (JPM) ST | Spouse | S | September 23, 2025 | $1,001 - $15,000 | October 10, 2025 filing 20032211, p. 8 |
| KVUE | Kenvue Inc. Common Stock (KVUE) ST | Spouse | S | September 23, 2025 | $1,001 - $15,000 | October 10, 2025 filing 20032211, p. 8 |
| KDP | Keurig Dr Pepper Inc. (KDP) ST | Spouse | S | September 23, 2025 | $1,001 - $15,000 | October 10, 2025 filing 20032211, p. 8 |
| KKR | KKR & Co. Inc. Common Stock (KKR) ST | Spouse | S | September 23, 2025 | $1,001 - $15,000 | October 10, 2025 filing 20032211, p. 8 |
| KLAC | KLA Corporation - Common Stock (KLAC) ST | Spouse | S | September 23, 2025 | $1,001 - $15,000 | October 10, 2025 filing 20032211, p. 9 |
| KR | Kroger Company (KR) ST | Spouse | S | September 23, 2025 | $1,001 - $15,000 | October 10, 2025 filing 20032211, p. 9 |
| LHX | L3Harris Technologies, Inc. Common Stock (LHX) ST | Spouse | S | September 23, 2025 | $1,001 - $15,000 | October 10, 2025 filing 20032211, p. 9 |
| LRCX | Lam Research Corporation - Common Stock (LRCX) ST | Spouse | S | September 23, 2025 | $1,001 - $15,000 | October 10, 2025 filing 20032211, p. 9 |
| LEN | Lennar Corporation Class A Common Stock (LEN) ST | Spouse | S | September 23, 2025 | $1,001 - $15,000 | October 10, 2025 filing 20032211, p. 9 |
| LIN | Linde plc - Ordinary Shares (LIN) ST | Spouse | S | September 23, 2025 | $1,001 - $15,000 | October 10, 2025 filing 20032211, p. 9 |
| LMT | Lockheed Martin Corporation Common Stock (LMT) ST | Spouse | S | September 23, 2025 | $1,001 - $15,000 | October 10, 2025 filing 20032211, p. 9 |
| LOW | Lowe's Companies, Inc. Common Stock (LOW) ST | Spouse | S | September 23, 2025 | $1,001 - $15,000 | October 10, 2025 filing 20032211, p. 9 |
| LULU | lululemon athletica inc. - Common Stock (LULU) ST | Spouse | S | September 23, 2025 | $1,001 - $15,000 | October 10, 2025 filing 20032211, p. 9 |
| LVMUY | LVMH Moet Hennessy Louis Vuitton Unsponsored American Depositary Receipt (LVMUY) ST | Spouse | S | September 23, 2025 | $1,001 - $15,000 | October 10, 2025 filing 20032211, p. 10 |
| MTB | M&T Bank Corporation Common Stock (MTB) ST | Spouse | S | September 23, 2025 | $1,001 - $15,000 | October 10, 2025 filing 20032211, p. 10 |
| MAR | Marriott International - Class A Common Stock (MAR) ST | Spouse | S | September 23, 2025 | $1,001 - $15,000 | October 10, 2025 filing 20032211, p. 10 |
| MMC | Marsh & McLennan Companies, Inc. Common Stock (MMC) ST | Spouse | S | September 23, 2025 | $1,001 - $15,000 | October 10, 2025 filing 20032211, p. 10 |
| MLM | Martin Marietta Materials, Inc. Common Stock (MLM) ST | Spouse | S | September 23, 2025 | $1,001 - $15,000 | October 10, 2025 filing 20032211, p. 10 |
| MRVL | Marvell Technology, Inc. - Common Stock (MRVL) ST | Spouse | S | September 23, 2025 | $1,001 - $15,000 | October 10, 2025 filing 20032211, p. 10 |
| MA | Mastercard Incorporated Common Stock (MA) ST | Spouse | S | September 23, 2025 | $1,001 - $15,000 | October 10, 2025 filing 20032211, p. 10 |
| MCK | McKesson Corporation Common Stock (MCK) ST | Spouse | S | September 23, 2025 | $1,001 - $15,000 | October 10, 2025 filing 20032211, p. 10 |
| MELI | MercadoLibre, Inc. - Common Stock (MELI) ST | Spouse | S | September 23, 2025 | $1,001 - $15,000 | October 10, 2025 filing 20032211, p. 11 |
| MRK | Merck & Company, Inc. Common Stock (MRK) ST | Spouse | S | September 23, 2025 | $1,001 - $15,000 | October 10, 2025 filing 20032211, p. 11 |
| MU | Micron Technology, Inc. - Common Stock (MU) ST | Spouse | S | September 23, 2025 | $1,001 - $15,000 | October 10, 2025 filing 20032211, p. 11 |
| MDLZ | Mondelez International, Inc. - Class A Common Stock (MDLZ) ST | Spouse | S | September 23, 2025 | $1,001 - $15,000 | October 10, 2025 filing 20032211, p. 11 |
| MCO | Moody's Corporation Common Stock (MCO) ST | Spouse | S | September 23, 2025 | $1,001 - $15,000 | October 10, 2025 filing 20032211, p. 11 |
| MS | Morgan Stanley Common Stock (MS) ST | Spouse | S | September 23, 2025 | $1,001 - $15,000 | October 10, 2025 filing 20032211, p. 11 |
| MOS | Mosaic Company (MOS) ST | Spouse | S | September 23, 2025 | $1,001 - $15,000 | October 10, 2025 filing 20032211, p. 12 |
| MSI | Motorola Solutions, Inc. Common Stock (MSI) ST | Spouse | S | September 23, 2025 | $1,001 - $15,000 | October 10, 2025 filing 20032211, p. 12 |
| NGG | National Grid Transco, PLC National Grid PLC (NGG) ST | Spouse | S | September 23, 2025 | $1,001 - $15,000 | October 10, 2025 filing 20032211, p. 12 |
| NFLX | Netflix, Inc. - Common Stock (NFLX) ST | Spouse | S | September 23, 2025 | $1,001 - $15,000 | October 10, 2025 filing 20032211, p. 12 |
| NEM | Newmont Corporation (NEM) ST | Spouse | S | September 23, 2025 | $1,001 - $15,000 | October 10, 2025 filing 20032211, p. 12 |
| NKE | Nike, Inc. Common Stock (NKE) ST | Spouse | S | September 23, 2025 | $1,001 - $15,000 | October 10, 2025 filing 20032211, p. 12 |
| NSC | Norfolk Southern Corporation Common Stock (NSC) ST | Spouse | S | September 23, 2025 | $1,001 - $15,000 | October 10, 2025 filing 20032211, p. 12 |
| NTRS | Northern Trust Corporation - Common Stock (NTRS) ST | Spouse | S | September 23, 2025 | $1,001 - $15,000 | October 10, 2025 filing 20032211, p. 12 |
| NOC | Northrop Grumman Corporation Common Stock (NOC) ST | Spouse | S | September 23, 2025 | $1,001 - $15,000 | October 10, 2025 filing 20032211, p. 12 |
| NTR | Nutrien Ltd. Common Shares (NTR) ST | Spouse | S | September 23, 2025 | $1,001 - $15,000 | October 10, 2025 filing 20032211, p. 13 |
| NXPI | NXP Semiconductors N.V. - Common Stock (NXPI) ST | Spouse | S | September 23, 2025 | $1,001 - $15,000 | October 10, 2025 filing 20032211, p. 13 |
| ORCL | Oracle Corporation Common Stock (ORCL) ST | Spouse | S | September 23, 2025 | $1,001 - $15,000 | October 10, 2025 filing 20032211, p. 13 |
| ORLY | O'Reilly Automotive, Inc. - Common Stock (ORLY) ST | Spouse | S | September 23, 2025 | $1,001 - $15,000 | October 10, 2025 filing 20032211, p. 13 |
| PCG | Pacific Gas & Electric Co. Common Stock (PCG) ST | Spouse | S | September 23, 2025 | $1,001 - $15,000 | October 10, 2025 filing 20032211, p. 13 |
| PYPL | PayPal Holdings, Inc. - Common Stock (PYPL) ST | Spouse | S | September 23, 2025 | $1,001 - $15,000 | October 10, 2025 filing 20032211, p. 13 |
| PNR | Pentair plc. Ordinary Share (PNR) ST | Spouse | S | September 23, 2025 | $1,001 - $15,000 | October 10, 2025 filing 20032211, p. 13 |
| PNC | PNC Financial Services Group, Inc. (PNC) ST | Spouse | S | September 23, 2025 | $1,001 - $15,000 | October 10, 2025 filing 20032211, p. 13 |
| PG | Procter & Gamble Company (PG) ST | Spouse | S | September 23, 2025 | $1,001 - $15,000 | October 10, 2025 filing 20032211, p. 14 |
| PGR | Progressive Corporation (PGR) ST | Spouse | S | September 23, 2025 | $1,001 - $15,000 | October 10, 2025 filing 20032211, p. 14 |
| QCOM | QUALCOMM Incorporated - Common Stock (QCOM) ST | Spouse | S | September 23, 2025 | $1,001 - $15,000 | October 10, 2025 filing 20032211, p. 14 |
| PWR | Quanta Services, Inc. Common Stock (PWR) ST | Spouse | S | September 23, 2025 | $1,001 - $15,000 | October 10, 2025 filing 20032211, p. 14 |
| RRX | Regal Rexnord Corporation Common Stock (RRX) ST | Spouse | S | September 23, 2025 | $1,001 - $15,000 | October 10, 2025 filing 20032211, p. 14 |
| RSG | Republic Services, Inc. Common Stock (RSG) ST | Spouse | S | September 23, 2025 | $1,001 - $15,000 | October 10, 2025 filing 20032211, p. 14 |
| RBLX | Roblox Corporation Class A Common Stock (RBLX) ST | Spouse | S | September 23, 2025 | $1,001 - $15,000 | October 10, 2025 filing 20032211, p. 14 |
| ROST | Ross Stores, Inc. - Common Stock (ROST) ST | Spouse | S | September 23, 2025 | $1,001 - $15,000 | October 10, 2025 filing 20032211, p. 14 |
| SPGI | S&P Global Inc. Common Stock (SPGI) ST | Spouse | S | September 23, 2025 | $1,001 - $15,000 | October 10, 2025 filing 20032211, p. 14 |
| CRM | Salesforce, Inc. Common Stock (CRM) ST | Spouse | S | September 23, 2025 | $1,001 - $15,000 | October 10, 2025 filing 20032211, p. 15 |
| SAP | SAP SE ADS (SAP) ST | Spouse | S | September 23, 2025 | $1,001 - $15,000 | October 10, 2025 filing 20032211, p. 15 |
| SN | SharkNinja, Inc. Ordinary Shares (SN) ST | Spouse | S | September 23, 2025 | $1,001 - $15,000 | October 10, 2025 filing 20032211, p. 15 |
| SHEL | Shell PLC American Depositary Shares (SHEL) ST | Spouse | S | September 23, 2025 | $1,001 - $15,000 | October 10, 2025 filing 20032211, p. 15 |
| SHW | Sherwin-Williams Company (SHW) ST | Spouse | S | September 23, 2025 | $1,001 - $15,000 | October 10, 2025 filing 20032211, p. 15 |
| SPG | Simon Property Group, Inc. Common Stock (SPG) ST | Spouse | S | September 23, 2025 | $1,001 - $15,000 | October 10, 2025 filing 20032211, p. 15 |
| SO | Southern Company (SO) ST | Spouse | S | September 23, 2025 | $1,001 - $15,000 | October 10, 2025 filing 20032211, p. 15 |
| SBUX | Starbucks Corporation - Common Stock (SBUX) ST | Spouse | S | September 23, 2025 | $1,001 - $15,000 | October 10, 2025 filing 20032211, p. 15 |
| SNPS | Synopsys, Inc. - Common Stock (SNPS) ST | Spouse | S | September 23, 2025 | $1,001 - $15,000 | October 10, 2025 filing 20032211, p. 15 |
| TSM | Taiwan Semiconductor Manufacturing Company Ltd. (TSM) ST | Spouse | S | September 23, 2025 | $1,001 - $15,000 | October 10, 2025 filing 20032211, p. 16 |
| TGT | Target Corporation Common Stock (TGT) ST | Spouse | S | September 23, 2025 | $1,001 - $15,000 | October 10, 2025 filing 20032211, p. 16 |
| TSLA | Tesla, Inc. - Common Stock (TSLA) ST | Spouse | S | September 23, 2025 | $1,001 - $15,000 | October 10, 2025 filing 20032211, p. 16 |
| BK | The Bank of New York Mellon Corporation Common Stock (BK) ST | Spouse | S | September 23, 2025 | $1,001 - $15,000 | October 10, 2025 filing 20032211, p. 16 |
| CI | The Cigna Group Common Stock (CI) ST | Spouse | S | September 23, 2025 | $1,001 - $15,000 | October 10, 2025 filing 20032211, p. 16 |
| HIG | The Hartford Insurance Group, Inc. Common Stock (HIG) ST | Spouse | S | September 23, 2025 | $1,001 - $15,000 | October 10, 2025 filing 20032211, p. 16 |
| TRV | The Travelers Companies, Inc. Common Stock (TRV) ST | Spouse | S | September 23, 2025 | $1,001 - $15,000 | October 10, 2025 filing 20032211, p. 16 |
| TMO | Thermo Fisher Scientific Inc Common Stock (TMO) ST | Spouse | S | September 23, 2025 | $1,001 - $15,000 | October 10, 2025 filing 20032211, p. 16 |
| TOL | Toll Brothers, Inc. Common Stock (TOL) ST | Spouse | S | September 23, 2025 | $1,001 - $15,000 | October 10, 2025 filing 20032211, p. 16 |
| TT | Trane Technologies plc (TT) ST | Spouse | S | September 23, 2025 | $1,001 - $15,000 | October 10, 2025 filing 20032211, p. 17 |
| TDG | Transdigm Group Incorporated Common Stock (TDG) ST | Spouse | S | September 23, 2025 | $1,001 - $15,000 | October 10, 2025 filing 20032211, p. 17 |
| TSN | Tyson Foods, Inc. Common Stock (TSN) ST | Spouse | S | September 23, 2025 | $1,001 - $15,000 | October 10, 2025 filing 20032211, p. 17 |
| USB | U.S. Bancorp Common Stock (USB) ST | Spouse | S | September 23, 2025 | $1,001 - $15,000 | October 10, 2025 filing 20032211, p. 17 |
| UBER | Uber Technologies, Inc. Common Stock (UBER) ST | Spouse | S | September 23, 2025 | $1,001 - $15,000 | October 10, 2025 filing 20032211, p. 17 |
| UCBJY | UCB SA UNSP/ADR (UCBJY) ST | Spouse | S | September 23, 2025 | $1,001 - $15,000 | October 10, 2025 filing 20032211, p. 17 |
| ULTA | Ulta Beauty, Inc. - Common Stock (ULTA) ST | Spouse | S | September 23, 2025 | $1,001 - $15,000 | October 10, 2025 filing 20032211, p. 17 |
| UPS | United Parcel Service, Inc. Common Stock (UPS) ST | Spouse | S | September 23, 2025 | $1,001 - $15,000 | October 10, 2025 filing 20032211, p. 17 |
| URI | United Rentals, Inc. Common Stock (URI) ST | Spouse | S | September 23, 2025 | $1,001 - $15,000 | October 10, 2025 filing 20032211, p. 17 |
| UNH | UnitedHealth Group Incorporated Common Stock (UNH) ST | Spouse | S | September 23, 2025 | $1,001 - $15,000 | October 10, 2025 filing 20032211, p. 18 |
| USFD | US Foods Holding Corp. Common Stock (USFD) ST | Spouse | S | September 23, 2025 | $1,001 - $15,000 | October 10, 2025 filing 20032211, p. 18 |
| VRSK | Verisk Analytics, Inc. - Common Stock (VRSK) ST | Spouse | S | September 23, 2025 | $1,001 - $15,000 | October 10, 2025 filing 20032211, p. 18 |
| V | Visa Inc. (V) ST | Spouse | S | September 23, 2025 | $1,001 - $15,000 | October 10, 2025 filing 20032211, p. 18 |
| DIS | Walt Disney Company (DIS) ST | Spouse | S | September 23, 2025 | $1,001 - $15,000 | October 10, 2025 filing 20032211, p. 18 |
| WCN | Waste Connections, Inc. Common Shares (WCN) ST | Spouse | S | September 23, 2025 | $1,001 - $15,000 | October 10, 2025 filing 20032211, p. 18 |
| WSO | Watsco, Inc. Common Stock (WSO) ST | Spouse | S | September 23, 2025 | $1,001 - $15,000 | October 10, 2025 filing 20032211, p. 18 |
| WFC | Wells Fargo & Company Common Stock (WFC) ST | Spouse | S | September 23, 2025 | $1,001 - $15,000 | October 10, 2025 filing 20032211, p. 18 |
| WAB | Westinghouse Air Brake Technologies Corporation Common Stock (WAB) ST | Spouse | S | September 23, 2025 | $1,001 - $15,000 | October 10, 2025 filing 20032211, p. 18 |
| WTW | Willis Towers Watson Public Limited Company - Ordinary Shares (WTW) ST | Spouse | S | September 23, 2025 | $1,001 - $15,000 | October 10, 2025 filing 20032211, p. 19 |
| AMZN | Amazon.com, Inc. - Common Stock (AMZN) ST | Spouse | P | September 10, 2025 | $1,001 - $15,000 | October 10, 2025 filing 20032211, p. 1 |
| GDDY | GoDaddy Inc. Class A Common Stock (GDDY) ST | Spouse | P | September 10, 2025 | $1,001 - $15,000 | October 10, 2025 filing 20032211, p. 7 |
| LVMUY | LVMH Moet Hennessy Louis Vuitton Unsponsored American Depositary Receipt (LVMUY) ST | Spouse | P | September 10, 2025 | $1,001 - $15,000 | October 10, 2025 filing 20032211, p. 10 |
| MCK | McKesson Corporation Common Stock (MCK) ST | Spouse | P | September 10, 2025 | $1,001 - $15,000 | October 10, 2025 filing 20032211, p. 11 |
| SPOT | Spotify Technology S.A. Ordinary Shares (SPOT) ST | Spouse | S | September 10, 2025 | $1,001 - $15,000 | October 10, 2025 filing 20032211, p. 15 |
| WBA | Walgreens Boots Alliance, Inc. - Common Stock (WBA) ST | Spouse | S | August 27, 2025 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 25 |
| CPRT | Copart, Inc. - Common Stock (CPRT) ST | Spouse | S | August 19, 2025 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 8 |
| JCI | Johnson Controls International plc Ordinary Share (JCI) ST | Spouse | S | August 19, 2025 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 12 |
| PANW | Palo Alto Networks, Inc. (PANW) ST | Spouse | S | August 19, 2025 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 19 |
| NOW | ServiceNow, Inc. Common Stock (NOW) ST | Spouse | S | August 19, 2025 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 21 |
| UBER | Uber Technologies, Inc. Common Stock (UBER) ST | Spouse | P | August 19, 2025 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 24 |
| BNTX | BioNTech SE - American Depositary Shares (BNTX) ST | Spouse | S | August 7, 2025 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 5 |
| TYL | Tyler Technologies, Inc. Common Stock (TYL) ST | Spouse | P | August 7, 2025 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 23 |
| URI | United Rentals, Inc. Common Stock (URI) ST | Spouse | P | August 7, 2025 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 24 |
| MMM | 3M Company Common Stock (MMM) ST | Spouse | S | July 28, 2025 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 1 |
| GS | Goldman Sachs Group, Inc. (GS) ST | Spouse | S | July 28, 2025 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 11 |
| KLAC | KLA Corporation - Common Stock (KLAC) ST | Spouse | P | July 28, 2025 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 14 |
| KR | Kroger Company (KR) ST | Spouse | P | July 28, 2025 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 14 |
| NTRS | Northern Trust Corporation - Common Stock (NTRS) ST | Spouse | P | July 28, 2025 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 17 |
| GOOGL | Alphabet Inc. - Class A Common Stock (GOOGL) ST | Spouse | P | July 14, 2025 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 1 |
| ANET | Arista Networks, Inc. Common Stock (ANET) ST | Spouse | P | July 14, 2025 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 4 |
| BF.B | Brown Forman Inc Class B Common Stock (BF.B) ST | Spouse | P | July 14, 2025 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 6 |
| EMR | Emerson Electric Company Common Stock (EMR) ST | Spouse | P | July 14, 2025 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 10 |
| SHW | Sherwin-Williams Company (SHW) ST | Spouse | S | July 14, 2025 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 21 |
| GOOGL | Alphabet Inc. - Class A Common Stock (GOOGL) ST | Spouse | P | July 2, 2025 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 1 |
| AMZN | Amazon.com, Inc. - Common Stock (AMZN) ST | Spouse | P | July 2, 2025 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 2 |
| BRK.B | Berkshire Hathaway Inc. New Common Stock (BRK.B) ST | Spouse | S (partial) | July 2, 2025 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 5 |
| JPM | JP Morgan Chase & Co. Common Stock (JPM) ST | Spouse | S (partial) | July 2, 2025 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 13 |
| PG | Procter & Gamble Company (PG) ST | Spouse | S | July 2, 2025 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 19 |
| BRO | Brown & Brown, Inc. Common Stock (BRO) ST | Spouse | P | June 26, 2025 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 6 |
| CCEP | Coca-Cola Europacific Partners plc - Ordinary Shares (CCEP) ST | Spouse | S | June 26, 2025 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 7 |
| SRE | DBA Sempra Common Stock (SRE) ST | Spouse | S | June 26, 2025 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 9 |
| IT | Gartner, Inc. Common Stock (IT) ST | Spouse | S | June 26, 2025 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 10 |
| KNX | Knight-Swift Transportation Holdings Inc. (KNX) ST | Spouse | P | June 26, 2025 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 14 |
| LEN | Lennar Corporation Class A Common Stock (LEN) ST | Spouse | P | June 26, 2025 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 14 |
| CRM | Salesforce, Inc. Common Stock (CRM) ST | Spouse | P | June 26, 2025 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 20 |
| MSFT | Microsoft Corporation - Common Stock (MSFT) ST | Spouse | P | June 9, 2025 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 16 |
| NVDA | NVIDIA Corporation - Common Stock (NVDA) ST | Spouse | P | June 9, 2025 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 18 |
| AMZN | Amazon.com, Inc. - Common Stock (AMZN) ST | Spouse | P | June 6, 2025 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 2 |
| AAPL | Apple Inc. - Common Stock (AAPL) ST | Spouse | P | June 6, 2025 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 3 |
| BAC | Bank of America Corporation Common Stock (BAC) ST | Spouse | P | June 6, 2025 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 4 |
| BX | Blackstone Inc. Common Stock (BX) ST | Spouse | S | June 6, 2025 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 5 |
| AVGO | Broadcom Inc. - Common Stock (AVGO) ST | Spouse | P | June 6, 2025 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 6 |
| COF | Capital One Financial Corporation Common Stock (COF) ST | Spouse | P | June 6, 2025 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 7 |
| CRWV | CoreWeave, Inc. - Class A Common Stock (CRWV) ST | Spouse | P | June 6, 2025 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 8 |
| META | Meta Platforms, Inc. - Class A Common Stock (META) ST | Spouse | P | June 6, 2025 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 16 |
| MSFT | Microsoft Corporation - Common Stock (MSFT) ST | Spouse | P | June 6, 2025 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 16 |
| NVDA | NVIDIA Corporation - Common Stock (NVDA) ST | Spouse | P | June 6, 2025 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 18 |
| PGR | Progressive Corporation (PGR) ST | Spouse | P | June 6, 2025 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 19 |
| RSG | Republic Services, Inc. Common Stock (RSG) ST | Spouse | P | June 6, 2025 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 20 |
| BK | The Bank of New York Mellon Corporation Common Stock (BK) ST | Spouse | P | June 6, 2025 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 22 |
| HIG | The Hartford Insurance Group, Inc. Common Stock (HIG) ST | Spouse | P | June 6, 2025 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 22 |
| TMO | Thermo Fisher Scientific Inc Common Stock (TMO) ST | Spouse | P | June 6, 2025 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 23 |
| TYL | Tyler Technologies, Inc. Common Stock (TYL) ST | Spouse | P | June 6, 2025 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 23 |
| VMC | Vulcan Materials Company (VMC) ST | Spouse | S | June 6, 2025 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 25 |
| WFC | Wells Fargo & Company Common Stock (WFC) ST | Spouse | P | June 6, 2025 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 26 |
| BRK.B | Berkshire Hathaway Inc. New Common Stock (BRK.B) ST | Spouse | S (partial) | May 21, 2025 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 5 |
| CME | CME Group Inc. - Class A Common Stock (CME) ST | Spouse | P | May 21, 2025 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 7 |
| IR | Ingersoll Rand Inc. Common Stock (IR) ST | Spouse | S | May 21, 2025 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 12 |
| LLY | Eli Lilly and Company Common Stock (LLY) ST | Spouse | S (partial) | May 6, 2025 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 10 |
| TSM | Taiwan Semiconductor Manufacturing Company Ltd. (TSM) ST | Spouse | P | May 6, 2025 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 22 |
| UNH | UnitedHealth Group Incorporated Common Stock (UNH) ST | Spouse | S (partial) | May 6, 2025 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 24 |
| ANET | Arista Networks, Inc. Common Stock (ANET) ST | Spouse | S | April 29, 2025 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 4 |
| COP | ConocoPhillips Common Stock (COP) ST | Spouse | P | April 29, 2025 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 8 |
| KLAC | KLA Corporation - Common Stock (KLAC) ST | Spouse | S | April 29, 2025 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 14 |
| UNH | UnitedHealth Group Incorporated Common Stock (UNH) ST | Spouse | P | April 29, 2025 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 24 |
| GOOGL | Alphabet Inc. - Class A Common Stock (GOOGL) ST | Spouse | S (partial) | April 15, 2025 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 1 |
| DOX | Amdocs Limited - Ordinary Shares (DOX) ST | Spouse | P | April 15, 2025 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 2 |
| BX | Blackstone Inc. Common Stock (BX) ST | Spouse | P | April 15, 2025 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 5 |
| JPM | JP Morgan Chase & Co. Common Stock (JPM) ST | Spouse | S (partial) | April 15, 2025 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 13 |
| ORCL | Oracle Corporation Common Stock (ORCL) ST | Spouse | S (partial) | April 15, 2025 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 19 |
| NOW | ServiceNow, Inc. Common Stock (NOW) ST | Spouse | P | April 15, 2025 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 21 |
| UNH | UnitedHealth Group Incorporated Common Stock (UNH) ST | Spouse | P | April 15, 2025 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 24 |
| LPLA | LPL Financial Holdings Inc. - Common Stock (LPLA) ST | Spouse | S | April 2, 2025 | $1,001 - $15,000 | May 15, 2026 filing 20034581, p. 1 |
| GOOGL | Alphabet Inc. - Class A Common Stock (GOOGL) ST | Spouse | S (partial) | April 2, 2025 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 1 |
| AMZN | Amazon.com, Inc. - Common Stock (AMZN) ST | Spouse | P | April 2, 2025 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 2 |
| KKR | KKR & Co. Inc. Common Stock (KKR) ST | Spouse | P | April 2, 2025 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 13 |
| MS | Morgan Stanley Common Stock (MS) ST | Spouse | S (partial) | April 2, 2025 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 17 |
| JPM | JP Morgan Chase & Co. Common Stock (JPM) ST | Spouse | S (partial) | March 13, 2025 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 13 |
| MELI | MercadoLibre, Inc. - Common Stock (MELI) ST | Spouse | P | March 13, 2025 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 16 |
| PANW | Palo Alto Networks, Inc. (PANW) ST | Spouse | P | March 13, 2025 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 19 |
| SPOT | Spotify Technology S.A. Ordinary Shares (SPOT) ST | Spouse | P | March 13, 2025 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 22 |
| LPLA | LPL Financial Holdings Inc. - Common Stock (LPLA) ST | Spouse | P | March 3, 2025 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 15 |
| TMO | Thermo Fisher Scientific Inc Common Stock (TMO) ST | Spouse | S | March 3, 2025 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 23 |
| MRVL | Marvell Technology, Inc. - Common Stock (MRVL) ST | Spouse | P | February 20, 2025 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 15 |
| QCOM | QUALCOMM Incorporated - Common Stock (QCOM) ST | Spouse | S | February 20, 2025 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 20 |
| SIEGY | Siemens AG American Depositary Shares (SIEGY) ST | Spouse | S | February 20, 2025 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 21 |
| INTU | Intuit Inc. - Common Stock (INTU) ST | Spouse | S | February 4, 2025 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 12 |
| LRCX | Lam Research Corporation - Common Stock (LRCX) ST | Spouse | S (partial) | February 4, 2025 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 14 |
| NFLX | Netflix, Inc. - Common Stock (NFLX) ST | Spouse | P | February 4, 2025 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 17 |
| SNAP | Snap Inc. Class A Common Stock (SNAP) ST | Spouse | P | February 4, 2025 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 21 |
| TGT | Target Corporation Common Stock (TGT) ST | Spouse | P | February 4, 2025 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 22 |
| AME | AMETEK, Inc. (AME) ST | Spouse | S | January 24, 2025 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 3 |
| ASML | ASML Holding N.V. - New York Registry Shares (ASML) ST | Spouse | S | January 24, 2025 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 4 |
| JPM | JP Morgan Chase & Co. Common Stock (JPM) ST | Spouse | P | January 24, 2025 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 13 |
| MS | Morgan Stanley Common Stock (MS) ST | Spouse | P | January 24, 2025 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 17 |
| UNH | UnitedHealth Group Incorporated Common Stock (UNH) ST | Spouse | S (partial) | January 24, 2025 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 25 |
| NVDA | NVIDIA Corporation - Common Stock (NVDA) ST | Spouse | P | January 14, 2025 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 18 |
| GOOGL | Alphabet Inc. - Class A Common Stock (GOOGL) ST | Spouse | P | January 13, 2025 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 1 |
| AMZN | Amazon.com, Inc. - Common Stock (AMZN) ST | Spouse | P | January 13, 2025 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 2 |
| ELV | Elevance Health, Inc. Common Stock (ELV) ST | Spouse | S | January 13, 2025 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 9 |
| MSFT | Microsoft Corporation - Common Stock (MSFT) ST | Spouse | P | January 13, 2025 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 16 |
| NVDA | NVIDIA Corporation - Common Stock (NVDA) ST | Spouse | P | January 13, 2025 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 18 |
| GOOGL | Alphabet Inc. - Class A Common Stock (GOOGL) ST | Spouse | P | December 27, 2024 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 2 |
| ASML | ASML Holding N.V. - New York Registry Shares (ASML) ST | Spouse | P | December 27, 2024 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 4 |
| HCA | HCA Healthcare, Inc. Common Stock (HCA) ST | Spouse | S | December 27, 2024 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 11 |
| ANET | Arista Networks, Inc. Common Stock (ANET) ST | Spouse | P | December 4, 2024 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 3 |
| GSK | GSK plc American Depositary Shares (GSK) ST | Spouse | P | November 18, 2024 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 11 |
| NXPI | NXP Semiconductors N.V. - Common Stock (NXPI) ST | Spouse | P | November 18, 2024 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 18 |
| UBER | Uber Technologies, Inc. Common Stock (UBER) ST | Spouse | S | November 18, 2024 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 24 |
| GOOGL | Alphabet Inc. - Class A Common Stock (GOOGL) ST | Spouse | P | October 29, 2024 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 2 |
| GOOG | Alphabet Inc. - Class C Capital Stock (GOOG) ST | Spouse | P | October 29, 2024 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 2 |
| AMZN | Amazon.com, Inc. - Common Stock (AMZN) ST | Spouse | P | October 29, 2024 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 2 |
| AME | AMETEK, Inc. (AME) ST | Spouse | P | October 29, 2024 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 3 |
| APH | Amphenol Corporation Common Stock (APH) ST | Spouse | P | October 29, 2024 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 3 |
| APO | Apollo Global Management, Inc. (APO) ST | Spouse | P | October 29, 2024 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 3 |
| AAPL | Apple Inc. - Common Stock (AAPL) ST | Spouse | P | October 29, 2024 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 3 |
| ARES | Ares Management Corporation Class A Common Stock (ARES) ST | Spouse | P | October 29, 2024 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 3 |
| ANET | Arista Networks, Inc. Common Stock (ANET) ST | Spouse | P | October 29, 2024 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 3 |
| AJG | Arthur J. Gallagher & Co. Common Stock (AJG) ST | Spouse | P | October 29, 2024 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 4 |
| AZN | AstraZeneca PLC - American Depositary Shares (AZN) ST | Spouse | P | October 29, 2024 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 4 |
| AZO | AutoZone, Inc. Common Stock (AZO) ST | Spouse | P | October 29, 2024 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 4 |
| BAC | Bank of America Corporation Common Stock (BAC) ST | Spouse | P | October 29, 2024 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 4 |
| BRK.B | Berkshire Hathaway Inc. New Common Stock (BRK.B) ST | Spouse | P | October 29, 2024 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 5 |
| BLK | BlackRock, Inc. Common Stock (BLK) ST | Spouse | P | October 29, 2024 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 5 |
| BA | Boeing Company (BA) ST | Spouse | P | October 29, 2024 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 5 |
| BKNG | Booking Holdings Inc. - Common Stock (BKNG) ST | Spouse | P | October 29, 2024 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 5 |
| BSX | Boston Scientific Corporation Common Stock (BSX) ST | Spouse | P | October 29, 2024 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 6 |
| BMY | Bristol-Myers Squibb Company Common Stock (BMY) ST | Spouse | P | October 29, 2024 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 6 |
| AVGO | Broadcom Inc. - Common Stock (AVGO) ST | Spouse | P | October 29, 2024 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 6 |
| CDNS | Cadence Design Systems, Inc. - Common Stock (CDNS) ST | Spouse | P | October 29, 2024 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 6 |
| CNQ | Canadian Natural Resources Limited Common Stock (CNQ) ST | Spouse | P | October 29, 2024 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 6 |
| CGEMY | Cap Gemini SA American Depositary Shares (CGEMY) ST | Spouse | P | October 29, 2024 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 6 |
| CNC | Centene Corporation Common Stock (CNC) ST | Spouse | P | October 29, 2024 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 7 |
| CF | CF Industries Holdings, Inc. Common Stock (CF) ST | Spouse | P | October 29, 2024 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 7 |
| CTAS | Cintas Corporation - Common Stock (CTAS) ST | Spouse | P | October 29, 2024 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 7 |
| CSCO | Cisco Systems, Inc. - Common Stock (CSCO) ST | Spouse | P | October 29, 2024 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 7 |
| KO | Coca-Cola Company (KO) ST | Spouse | P | October 29, 2024 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 7 |
| CCEP | Coca-Cola Europacific Partners plc - Ordinary Shares (CCEP) ST | Spouse | P | October 29, 2024 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 7 |
| CMCSA | Comcast Corporation - Class A Common Stock (CMCSA) ST | Spouse | P | October 29, 2024 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 7 |
| CNSWF | CONSTELLATION SFTWRE INC (CNSWF) ST | Spouse | P | October 29, 2024 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 8 |
| CPRT | Copart, Inc. - Common Stock (CPRT) ST | Spouse | P | October 29, 2024 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 8 |
| COST | Costco Wholesale Corporation - Common Stock (COST) ST | Spouse | P | October 29, 2024 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 8 |
| CCI | Crown Castle Inc. Common Stock (CCI) ST | Spouse | P | October 29, 2024 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 8 |
| CCK | Crown Holdings, Inc. (CCK) ST | Spouse | P | October 29, 2024 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 8 |
| CVS | CVS Health Corporation Common Stock (CVS) ST | Spouse | P | October 29, 2024 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 8 |
| DHR | Danaher Corporation Common Stock (DHR) ST | Spouse | P | October 29, 2024 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 9 |
| SRE | DBA Sempra Common Stock (SRE) ST | Spouse | P | October 29, 2024 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 9 |
| DE | Deere & Company Common Stock (DE) ST | Spouse | P | October 29, 2024 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 9 |
| DEO | Diageo plc Common Stock (DEO) ST | Spouse | P | October 29, 2024 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 9 |
| ETN | Eaton Corporation, PLC Ordinary Shares (ETN) ST | Spouse | P | October 29, 2024 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 9 |
| EIX | Edison International Common Stock (EIX) ST | Spouse | P | October 29, 2024 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 9 |
| ELV | Elevance Health, Inc. Common Stock (ELV) ST | Spouse | P | October 29, 2024 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 9 |
| LLY | Eli Lilly and Company Common Stock (LLY) ST | Spouse | P | October 29, 2024 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 10 |
| XOM | Exxon Mobil Corporation Common Stock (XOM) ST | Spouse | P | October 29, 2024 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 10 |
| FDX | FedEx Corporation Common Stock (FDX) ST | Spouse | P | October 29, 2024 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 10 |
| IT | Gartner, Inc. Common Stock (IT) ST | Spouse | P | October 29, 2024 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 10 |
| GE | GE Aerospace Common Stock (GE) ST | Spouse | P | October 29, 2024 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 10 |
| GEV | GE Vernova Inc. Common Stock (GEV) ST | Spouse | P | October 29, 2024 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 10 |
| GEN | Gen Digital Inc. - Common Stock (GEN) ST | Spouse | P | October 29, 2024 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 11 |
| GILD | Gilead Sciences, Inc. - Common Stock (GILD) ST | Spouse | P | October 29, 2024 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 11 |
| HRB | H&R Block, Inc. Common Stock (HRB) ST | Spouse | P | October 29, 2024 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 11 |
| HLN | Haleon plc American Depositary Shares (HLN) ST | Spouse | P | October 29, 2024 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 11 |
| HCA | HCA Healthcare, Inc. Common Stock (HCA) ST | Spouse | P | October 29, 2024 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 11 |
| HEI.A | Heico Corporation Common Stock (HEI.A) ST | Spouse | P | October 29, 2024 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 11 |
| HLT | Hilton Worldwide Holdings Inc. Common Stock (HLT) ST | Spouse | P | October 29, 2024 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 12 |
| IMO | Imperial Oil Limited Common Stock (IMO) ST | Spouse | P | October 29, 2024 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 12 |
| IR | Ingersoll Rand Inc. Common Stock (IR) ST | Spouse | P | October 29, 2024 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 12 |
| INTU | Intuit Inc. - Common Stock (INTU) ST | Spouse | P | October 29, 2024 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 12 |
| JNJ | Johnson & Johnson Common Stock (JNJ) ST | Spouse | P | October 29, 2024 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 12 |
| JCI | Johnson Controls International plc Ordinary Share (JCI) ST | Spouse | P | October 29, 2024 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 12 |
| JPM | JP Morgan Chase & Co. Common Stock (JPM) ST | Spouse | P | October 29, 2024 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 13 |
| KVUE | Kenvue Inc. Common Stock (KVUE) ST | Spouse | P | October 29, 2024 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 13 |
| KDP | Keurig Dr Pepper Inc. (KDP) ST | Spouse | P | October 29, 2024 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 13 |
| KKR | KKR & Co. Inc. Common Stock (KKR) ST | Spouse | P | October 29, 2024 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 13 |
| KLAC | KLA Corporation - Common Stock (KLAC) ST | Spouse | P | October 29, 2024 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 14 |
| LRCX | Lam Research Corporation - Common Stock (LRCX) ST | Spouse | P | October 29, 2024 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 14 |
| LIN | Linde plc - Ordinary Shares (LIN) ST | Spouse | P | October 29, 2024 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 14 |
| LMT | Lockheed Martin Corporation Common Stock (LMT) ST | Spouse | P | October 29, 2024 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 15 |
| LOW | Lowe's Companies, Inc. Common Stock (LOW) ST | Spouse | P | October 29, 2024 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 15 |
| MTB | M&T Bank Corporation Common Stock (MTB) ST | Spouse | P | October 29, 2024 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 15 |
| MAR | Marriott International - Class A Common Stock (MAR) ST | Spouse | P | October 29, 2024 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 15 |
| MMC | Marsh & McLennan Companies, Inc. Common Stock (MMC) ST | Spouse | P | October 29, 2024 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 15 |
| MLM | Martin Marietta Materials, Inc. Common Stock (MLM) ST | Spouse | P | October 29, 2024 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 15 |
| MA | Mastercard Incorporated Common Stock (MA) ST | Spouse | P | October 29, 2024 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 15 |
| MRK | Merck & Company, Inc. Common Stock (MRK) ST | Spouse | P | October 29, 2024 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 16 |
| META | Meta Platforms, Inc. - Class A Common Stock (META) ST | Spouse | P | October 29, 2024 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 16 |
| MU | Micron Technology, Inc. - Common Stock (MU) ST | Spouse | P | October 29, 2024 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 16 |
| MCO | Moody's Corporation Common Stock (MCO) ST | Spouse | P | October 29, 2024 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 17 |
| MSI | Motorola Solutions, Inc. Common Stock (MSI) ST | Spouse | P | October 29, 2024 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 17 |
| NGG | National Grid Transco, PLC National Grid PLC (NGG) ST | Spouse | P | October 29, 2024 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 17 |
| NFLX | Netflix, Inc. - Common Stock (NFLX) ST | Spouse | P | October 29, 2024 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 17 |
| NOC | Northrop Grumman Corporation Common Stock (NOC) ST | Spouse | P | October 29, 2024 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 17 |
| NVO | Novo Nordisk A/S Common Stock (NVO) ST | Spouse | P | October 29, 2024 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 18 |
| NTR | Nutrien Ltd. Common Shares (NTR) ST | Spouse | P | October 29, 2024 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 18 |
| ORCL | Oracle Corporation Common Stock (ORCL) ST | Spouse | P | October 29, 2024 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 18 |
| ORLY | O'Reilly Automotive, Inc. - Common Stock (ORLY) ST | Spouse | P | October 29, 2024 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 19 |
| PCG | Pacific Gas & Electric Co. Common Stock (PCG) ST | Spouse | P | October 29, 2024 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 19 |
| PNR | Pentair plc. Ordinary Share (PNR) ST | Spouse | P | October 29, 2024 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 19 |
| PNC | PNC Financial Services Group, Inc. (PNC) ST | Spouse | P | October 29, 2024 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 19 |
| PG | Procter & Gamble Company (PG) ST | Spouse | P | October 29, 2024 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 19 |
| QCOM | QUALCOMM Incorporated - Common Stock (QCOM) ST | Spouse | P | October 29, 2024 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 20 |
| PWR | Quanta Services, Inc. Common Stock (PWR) ST | Spouse | P | October 29, 2024 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 20 |
| RRX | Regal Rexnord Corporation Common Stock (RRX) ST | Spouse | P | October 29, 2024 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 20 |
| ROST | Ross Stores, Inc. - Common Stock (ROST) ST | Spouse | P | October 29, 2024 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 20 |
| SPGI | S&P Global Inc. Common Stock (SPGI) ST | Spouse | P | October 29, 2024 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 20 |
| SAP | SAP SE ADS (SAP) ST | Spouse | P | October 29, 2024 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 20 |
| SHEL | Shell PLC American Depositary Shares (SHEL) ST | Spouse | P | October 29, 2024 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 21 |
| SHW | Sherwin-Williams Company (SHW) ST | Spouse | P | October 29, 2024 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 21 |
| SIEGY | Siemens AG American Depositary Shares (SIEGY) ST | Spouse | P | October 29, 2024 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 21 |
| SO | Southern Company (SO) ST | Spouse | P | October 29, 2024 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 21 |
| SNPS | Synopsys, Inc. - Common Stock (SNPS) ST | Spouse | P | October 29, 2024 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 22 |
| TSM | Taiwan Semiconductor Manufacturing Company Ltd. (TSM) ST | Spouse | P | October 29, 2024 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 22 |
| CI | The Cigna Group Common Stock (CI) ST | Spouse | P | October 29, 2024 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 22 |
| TRV | The Travelers Companies, Inc. Common Stock (TRV) ST | Spouse | P | October 29, 2024 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 22 |
| TMO | Thermo Fisher Scientific Inc Common Stock (TMO) ST | Spouse | P | October 29, 2024 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 23 |
| TT | Trane Technologies plc (TT) ST | Spouse | P | October 29, 2024 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 23 |
| TDG | Transdigm Group Incorporated Common Stock (TDG) ST | Spouse | P | October 29, 2024 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 23 |
| TSN | Tyson Foods, Inc. Common Stock (TSN) ST | Spouse | P | October 29, 2024 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 23 |
| USB | U.S. Bancorp Common Stock (USB) ST | Spouse | P | October 29, 2024 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 23 |
| UBER | Uber Technologies, Inc. Common Stock (UBER) ST | Spouse | P | October 29, 2024 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 24 |
| URI | United Rentals, Inc. Common Stock (URI) ST | Spouse | P | October 29, 2024 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 24 |
| UNH | UnitedHealth Group Incorporated Common Stock (UNH) ST | Spouse | P | October 29, 2024 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 24 |
| USFD | US Foods Holding Corp. Common Stock (USFD) ST | Spouse | P | October 29, 2024 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 25 |
| VRSK | Verisk Analytics, Inc. - Common Stock (VRSK) ST | Spouse | P | October 29, 2024 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 25 |
| VRT | Vertiv Holdings, LLC Class A Common Stock (VRT) ST | Spouse | P | October 29, 2024 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 25 |
| V | Visa Inc. (V) ST | Spouse | P | October 29, 2024 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 25 |
| VMC | Vulcan Materials Company (VMC) ST | Spouse | P | October 29, 2024 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 25 |
| DIS | Walt Disney Company (DIS) ST | Spouse | P | October 29, 2024 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 25 |
| WCN | Waste Connections, Inc. Common Shares (WCN) ST | Spouse | P | October 29, 2024 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 26 |
| WSO | Watsco, Inc. Common Stock (WSO) ST | Spouse | P | October 29, 2024 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 26 |
| WFC | Wells Fargo & Company Common Stock (WFC) ST | Spouse | P | October 29, 2024 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 26 |
| WAB | Westinghouse Air Brake Technologies Corporation Common Stock (WAB) ST | Spouse | P | October 29, 2024 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 26 |
| WTW | Willis Towers Watson Public Limited Company - Ordinary Shares (WTW) ST | Spouse | P | October 29, 2024 | $1,001 - $15,000 | September 12, 2025 filing 20032070, p. 26 |
Type is printed as on the filing: P purchase, S sale, S (partial) partial sale, E exchange. Owner as on the filing: Spouse (SP), Joint (JT), Dependent child (DC); blank means the member.
Filings on record
Everything the House Clerk lists for this member in the 2024–2026 indexes, newest first.
- May 15, 2026 Periodic transaction report (2026), filing 20034581 itemised above
- May 15, 2026 Annual report (FD Original) (2025), filing 10077015 itemised above
- October 10, 2025 Periodic transaction report (2025), filing 20032211 itemised above
- September 12, 2025 Periodic transaction report (2025), filing 20032070 itemised above
- September 12, 2025 Annual report (FD Original) (2024), filing 10072205
- June 2, 2025 Extension request (2024), filing 8221058
Discussion
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