April McClain Delaney
U.S. Representative, Maryland district 6 (MD06)
Latest disclosure September 9, 2026: Periodic transaction report, filing 20035408.
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 10074769.
As of September 8, 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 |
|---|---|---|---|---|
| none | Forbright, Inc. PS | Joint | $25,000,001 - $50,000,000 | p. 2 |
| none | Forbright, Inc., call option OP | Spouse | $5,000,001 - $25,000,000 | p. 2 |
| none | JPM US Treasury GS | Joint | $5,000,001 - $25,000,000 | p. 2 |
| TOIXX | AMD 09 LLC ⇒ Federated Treasury Obligations Fund - (TOIXX) GS | Member | $1,000,001 - $5,000,000 | p. 3 |
| none | AMD 09 LLC ⇒ Forbright, Inc. PS | Member | $1,000,001 - $5,000,000 | p. 3 |
| TOIXX | JKD 09 LLC ⇒ Federated Treasury Obligations Fund - (TOIXX) GS | Spouse | Spouse/DC Over $1,000,000 | p. 5 |
| none | JKD 09 LLC ⇒ Forbright, Inc. PS | Spouse | Spouse/DC Over $1,000,000 | p. 5 |
| OAKIX | SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #1 ⇒ Oakmark International Fund Investor Class (OAKIX) MF | Dependent child | $1,000,001 - $5,000,000 | p. 8 |
| none | SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #1 ⇒ Charles Schwab - Brokerage #1 ⇒ U.S. Treasury bond GS | Dependent child | $1,000,001 - $5,000,000 | p. 12 |
| OAKIX | SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #2 ⇒ Oakmark International Fund Investor Class (OAKIX) MF | Dependent child | $1,000,001 - $5,000,000 | p. 16 |
| none | SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #2 ⇒ Charles Schwab - Brokerage #1 ⇒ U.S. Treasury bond GS | Dependent child | $1,000,001 - $5,000,000 | p. 20 |
| VOO | East Capitol Venture, LLC ⇒ Vanguard S&P 500 ETF (VOO) EF | Member | $500,001 - $1,000,000 | p. 5 |
| QQQ | Wells Fargo - Roth IRA ⇒ Invesco QQQ Trust, Series 1 (QQQ) EF | Spouse | $500,001 - $1,000,000 | p. 25 |
| none | Allstate, variable annuity ⇒ Invesco VI S&P 500 Index Port - Series I MF | Joint | $250,001 - $500,000 | p. 2 |
| none | Allstate, variable annuity ⇒ Morgan Stanley - VIS Multicap Growth Port - Class X MF | Joint | $250,001 - $500,000 | p. 2 |
| IFVCX | DC Insurance Trust ⇒ Pacific Life ⇒ Fidelity VIP Contrafund 2 (IFVCX) MF | Dependent child | $250,001 - $500,000 | p. 3 |
| VWIUX | East Capitol Venture, LLC ⇒ Vanguard Intermediate-Term Tax-Exempt Fd Admiral Shs (VWIUX) MF | Member | $250,001 - $500,000 | p. 5 |
| none | DC Insurance Trust ⇒ Pacific Life ⇒ Fidelity VIP Mid Cap Class 2 MF | Dependent child | $100,001 - $250,000 | p. 3 |
| none | DC Insurance Trust ⇒ Pacific Life ⇒ MFS International Large Cap MF | Dependent child | $100,001 - $250,000 | p. 3 |
| CBEJX | East Capitol Venture, LLC ⇒ Allspring C&B Large Cap Value Fund-R6 (CBEJX) MF | Member | $100,001 - $250,000 | p. 4 |
| ODVIX | East Capitol Venture, LLC ⇒ Invesco Developing Markets Fund Class R6 (ODVIX) MF | Member | $100,001 - $250,000 | p. 4 |
| PMAQX | East Capitol Venture, LLC ⇒ Principal Funds, Inc. - MidCap Fund, Class R6 (PMAQX) MF | Member | $100,001 - $250,000 | p. 4 |
| RPIFX | East Capitol Venture, LLC ⇒ T. Rowe Price Institutional Floating Rate Fund (RPIFX) MF | Member | $100,001 - $250,000 | p. 4 |
| TSRMX | East Capitol Venture, LLC ⇒ Touchstone Sands Capital Emerging Markets Growth Fund Class R6 (TSRMX) MF | Member | $100,001 - $250,000 | p. 5 |
| PACW | J.P. Morgan - Brokerage ⇒ PacWest Bancorp (PACW) ST | Spouse | $100,001 - $250,000 | p. 5 |
| none | SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #1 ⇒ Forbright, Inc. PS | Dependent child | $100,001 - $250,000 | p. 7 |
| none | SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #1 ⇒ Zephyr AI PS | Dependent child | $100,001 - $250,000 | p. 8 |
| none | SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #2 ⇒ Forbright, Inc. PS | Dependent child | $100,001 - $250,000 | p. 15 |
| none | SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #2 ⇒ Zephyr AI PS | Dependent child | $100,001 - $250,000 | p. 16 |
| none | Wells Fargo - Brokerage #1 ⇒ Anne Arundel County, MD Special Obligation - Refunding National Business Park GS | Joint | $100,001 - $250,000 | p. 23 |
| none | Wells Fargo - Brokerage #1 ⇒ BALTIMORE MD PROJ REVENUE SUB-WST WTR PROJ- SER A GS | Joint | $100,001 - $250,000 | p. 23 |
| none | Wells Fargo - Brokerage #1 ⇒ Black Belt Energy Gas Dist AL Ser D1 GS | Joint | $100,001 - $250,000 | p. 23 |
| none | Wells Fargo - Brokerage #1 ⇒ Cecil County, MD, bond GS | Joint | $100,001 - $250,000 | p. 23 |
| none | Wells Fargo - Brokerage #1 ⇒ Charles County, MD, bond GS | Joint | $100,001 - $250,000 | p. 23 |
| none | Wells Fargo - Brokerage #1 ⇒ Howard County, MD, bond GS | Joint | $100,001 - $250,000 | p. 23 |
| none | Wells Fargo - Brokerage #1 ⇒ Johnson & Miami County, bond GS | Joint | $100,001 - $250,000 | p. 23 |
| none | Wells Fargo - Brokerage #1 ⇒ Kaufman County, TX, bond GS | Joint | $100,001 - $250,000 | p. 23 |
| none | Wells Fargo - Brokerage #1 ⇒ Kentucky Cnty TX Road, bond GS | Joint | $100,001 - $250,000 | p. 23 |
| none | Wells Fargo - Brokerage #1 ⇒ Maryland St Stadium Auth Revenue Ser A GS | Joint | $100,001 - $250,000 | p. 24 |
| none | Wells Fargo - Brokerage #1 ⇒ Maryland State Department of Transportation GS | Joint | $100,001 - $250,000 | p. 24 |
| none | Wells Fargo - Brokerage #1 ⇒ Maryland State Health & Higher Educational - Ref-Peninsula Regional Health GS | Joint | $100,001 - $250,000 | p. 24 |
| none | Wells Fargo - Brokerage #1 ⇒ Montgomery County, MD Ref-Ser B GS | Joint | $100,001 - $250,000 | p. 24 |
| none | Wells Fargo - Brokerage #1 ⇒ New Jersey Educational Fac Aut Rev Ser A GS | Joint | $100,001 - $250,000 | p. 24 |
| none | Wells Fargo - Brokerage #1 ⇒ Prince George's County, MD Cops Hampton Park GS | Joint | $100,001 - $250,000 | p. 24 |
| none | Wells Fargo - Brokerage #1 ⇒ University System of Maryland Auxiliary Facility and Tuition Rev bond GS | Joint | $100,001 - $250,000 | p. 24 |
| none | Wells Fargo - Brokerage #1 ⇒ Washington MD Suburban San Dis Cons Public Impt GS | Joint | $100,001 - $250,000 | p. 24 |
| none | Wells Fargo - Brokerage #1 ⇒ Washington State Health Care Facilities, bond GS | Joint | $100,001 - $250,000 | p. 24 |
| none | Wells Fargo - Brokerage #1 ⇒ Washington Suburban Sanitary District, MD, GS | Joint | $100,001 - $250,000 | p. 25 |
| none | Wells Fargo - Brokerage #1 ⇒ Wicomico County, MD, bond GS | Joint | $100,001 - $250,000 | p. 25 |
| none | Wells Fargo - Brokerage #1 ⇒ Worcester Cnty MD Consol Public Impt GS | Joint | $100,001 - $250,000 | p. 25 |
| none | DC Insurance Trust ⇒ Pacific Life ⇒ Morgan Stanley PSF Real Estate Portfolio MF | Dependent child | $50,001 - $100,000 | p. 3 |
| none | DC Insurance Trust ⇒ Pacific Life ⇒ PIMCO VIT Global Multi-Asset Managed - Allocation Advisor Class MF | Dependent child | $50,001 - $100,000 | p. 4 |
| EGRSX | East Capitol Venture, LLC ⇒ Eaton Vance Global Macro Absolute Return Advantage - Class R6 (EGRSX) MF | Member | $50,001 - $100,000 | p. 4 |
| GLIFX | East Capitol Venture, LLC ⇒ Lazard Global Listed Infrastructure Ptf Insti Shs (GLIFX) MF | Member | $50,001 - $100,000 | p. 4 |
| MEIKX | East Capitol Venture, LLC ⇒ MFS Value Fund Class R6 (MEIKX) MF | Member | $50,001 - $100,000 | p. 4 |
| PCRIX | East Capitol Venture, LLC ⇒ Pimco CommodityRealReturn Strategy Fund Institutional Class (PCRIX) MF | Member | $50,001 - $100,000 | p. 4 |
| GAFNX | East Capitol Venture, LLC ⇒ Virtus AlphaSimplex Global Alternatives Fund Class R6 (GAFNX) MF | Member | $50,001 - $100,000 | p. 5 |
| none | J.P. Morgan - Brokerage ⇒ JPM 100% US Treasury Fund GS | Spouse | $50,001 - $100,000 | p. 5 |
| ITT | SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #1 ⇒ Charles Schwab - Brokerage #1 ⇒ ITT Inc. Common Stock (ITT) ST | Dependent child | $50,001 - $100,000 | p. 10 |
| LYV | SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #1 ⇒ Charles Schwab - Brokerage #1 ⇒ Live Nation Entertainment, Inc. Common Stock (LYV) ST | Dependent child | $50,001 - $100,000 | p. 10 |
| MKL | SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #1 ⇒ Charles Schwab - Brokerage #1 ⇒ Markel Group Inc. Common Stock (MKL) ST | Dependent child | $50,001 - $100,000 | p. 10 |
| MLM | SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #1 ⇒ Charles Schwab - Brokerage #1 ⇒ Martin Marietta Materials, Inc. Common Stock (MLM) ST | Dependent child | $50,001 - $100,000 | p. 10 |
| SGI | SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #1 ⇒ Charles Schwab - Brokerage #1 ⇒ Somnigroup International Inc. Common Stock (SGI) ST | Dependent child | $50,001 - $100,000 | p. 11 |
| TSCO | SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #1 ⇒ Charles Schwab - Brokerage #1 ⇒ Tractor Supply Company - Common Stock (TSCO) ST | Dependent child | $50,001 - $100,000 | p. 12 |
| VIK | SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #1 ⇒ Charles Schwab - Brokerage #1 ⇒ Viking Holdings Ltd Ordinary Shares (VIK) ST | Dependent child | $50,001 - $100,000 | p. 12 |
| WAB | SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #1 ⇒ Charles Schwab - Brokerage #1 ⇒ Westinghouse Air Brake Technologies Corporation Common Stock (WAB) ST | Dependent child | $50,001 - $100,000 | p. 12 |
| ITT | SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #2 ⇒ Charles Schwab - Brokerage #1 ⇒ ITT Inc. Common Stock (ITT) ST | Dependent child | $50,001 - $100,000 | p. 18 |
| LYV | SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #2 ⇒ Charles Schwab - Brokerage #1 ⇒ Live Nation Entertainment, Inc. Common Stock (LYV) ST | Dependent child | $50,001 - $100,000 | p. 18 |
| MKL | SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #2 ⇒ Charles Schwab - Brokerage #1 ⇒ Markel Group Inc. Common Stock (MKL) ST | Dependent child | $50,001 - $100,000 | p. 18 |
| MLM | SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #2 ⇒ Charles Schwab - Brokerage #1 ⇒ Martin Marietta Materials, Inc. Common Stock (MLM) ST | Dependent child | $50,001 - $100,000 | p. 18 |
| SGI | SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #2 ⇒ Charles Schwab - Brokerage #1 ⇒ Somnigroup International Inc. Common Stock (SGI) ST | Dependent child | $50,001 - $100,000 | p. 19 |
| TSCO | SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #2 ⇒ Charles Schwab - Brokerage #1 ⇒ Tractor Supply Company - Common Stock (TSCO) ST | Dependent child | $50,001 - $100,000 | p. 20 |
| VIK | SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #2 ⇒ Charles Schwab - Brokerage #1 ⇒ Viking Holdings Ltd Ordinary Shares (VIK) ST | Dependent child | $50,001 - $100,000 | p. 20 |
| WAB | SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #2 ⇒ Charles Schwab - Brokerage #1 ⇒ Westinghouse Air Brake Technologies Corporation Common Stock (WAB) ST | Dependent child | $50,001 - $100,000 | p. 20 |
| none | Wells Fargo - Brokerage #1 ⇒ Manhattan KS Ref- Ser-A GS | Joint | $50,001 - $100,000 | p. 23 |
| none | Wells Fargo - Brokerage #1 ⇒ Maryland St First Series GS | Joint | $50,001 - $100,000 | p. 24 |
| none | Wells Fargo - Brokerage #1 ⇒ Vanguard Limited-Term Tax-Exempt Fund MF | Joint | $50,001 - $100,000 | p. 24 |
| NAINX | Wells Fargo - Roth IRA ⇒ Virtus Tactical AllocationFund Class A (NAINX) MF | Spouse | $50,001 - $100,000 | p. 25 |
| STGXX | Wells Fargo - Roth IRA ⇒ Wells Fargo Money Market Fund Class A Shares (STGXX) MF | Member | $50,001 - $100,000 | p. 25 |
| none | DC Insurance Trust ⇒ Pacific Life ⇒ Van Eck VIP Global Hard Assets MF | Dependent child | $15,001 - $50,000 | p. 4 |
| IEFA | East Capitol Venture, LLC ⇒ iShares Core MSCI EAFE ETF (IEFA) EF | Member | $15,001 - $50,000 | p. 4 |
| BJ | SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #1 ⇒ Charles Schwab - Brokerage #1 ⇒ BJ's Wholesale Club Holdings, Inc. Common Stock (BJ) ST | Dependent child | $15,001 - $50,000 | p. 8 |
| BRO | SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #1 ⇒ Charles Schwab - Brokerage #1 ⇒ Brown & Brown, Inc. (BRO) ST | Dependent child | $15,001 - $50,000 | p. 9 |
| CDW | SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #1 ⇒ Charles Schwab - Brokerage #1 ⇒ CDW Corporation - Common Stock (CDW) ST | Dependent child | $15,001 - $50,000 | p. 9 |
| CLH | SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #1 ⇒ Charles Schwab - Brokerage #1 ⇒ Clean Harbors, Inc. (CLH) ST | Dependent child | $15,001 - $50,000 | p. 9 |
| CNM | SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #1 ⇒ Charles Schwab - Brokerage #1 ⇒ Core & Main, Inc. Class A Common Stock (CNM) ST | Dependent child | $15,001 - $50,000 | p. 9 |
| CPAY | SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #1 ⇒ Charles Schwab - Brokerage #1 ⇒ Corpay, Inc. Common Stock (CPAY) ST | Dependent child | $15,001 - $50,000 | p. 9 |
| EME | SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #1 ⇒ Charles Schwab - Brokerage #1 ⇒ EMCOR Group, Inc. Common Stock (EME) ST | Dependent child | $15,001 - $50,000 | p. 9 |
| ENTG | SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #1 ⇒ Charles Schwab - Brokerage #1 ⇒ Entegris, Inc. - Common Stock (ENTG) ST | Dependent child | $15,001 - $50,000 | p. 9 |
| FBIN | SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #1 ⇒ Charles Schwab - Brokerage #1 ⇒ Fortune Brands Innovations, Inc. Common Stock (FBIN) ST | Dependent child | $15,001 - $50,000 | p. 9 |
| JLL | SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #1 ⇒ Charles Schwab - Brokerage #1 ⇒ Jones Lang LaSalle Incorporated Common Stock (JLL) ST | Dependent child | $15,001 - $50,000 | p. 10 |
| LH | SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #1 ⇒ Charles Schwab - Brokerage #1 ⇒ Labcorp Holdings Inc. Common Stock (LH) ST | Dependent child | $15,001 - $50,000 | p. 10 |
| MORN | SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #1 ⇒ Charles Schwab - Brokerage #1 ⇒ Morningstar, Inc. - Common Stock (MORN) ST | Dependent child | $15,001 - $50,000 | p. 10 |
| NDAQ | SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #1 ⇒ Charles Schwab - Brokerage #1 ⇒ Nasdaq, Inc. - Common Stock (NDAQ) ST | Dependent child | $15,001 - $50,000 | p. 10 |
| PAYX | SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #1 ⇒ Charles Schwab - Brokerage #1 ⇒ Paychex, Inc. - Common Stock (PAYX) ST | Dependent child | $15,001 - $50,000 | p. 11 |
| SCI | SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #1 ⇒ Charles Schwab - Brokerage #1 ⇒ Service Corporation International Common Stock (SCI) ST | Dependent child | $15,001 - $50,000 | p. 11 |
| SIG | SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #1 ⇒ Charles Schwab - Brokerage #1 ⇒ Signet Jewelers Limited Common Shares (SIG) ST | Dependent child | $15,001 - $50,000 | p. 11 |
| STE | SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #1 ⇒ Charles Schwab - Brokerage #1 ⇒ STERIS plc (STE) ST | Dependent child | $15,001 - $50,000 | p. 11 |
| MIDD | SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #1 ⇒ Charles Schwab - Brokerage #1 ⇒ The Middleby Corporation - Common Stock (MIDD) ST | Dependent child | $15,001 - $50,000 | p. 12 |
| TRMB | SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #1 ⇒ Charles Schwab - Brokerage #1 ⇒ Trimble Inc. - Common Stock (TRMB) ST | Dependent child | $15,001 - $50,000 | p. 12 |
| none | SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #1 ⇒ Wells Fargo - Brokerage #2 ⇒ Baltimore Cnty MD Consol Public Impt 5%; Due 3/1/2027 GS | Dependent child | $15,001 - $50,000 | p. 12 |
| none | SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #1 ⇒ Wells Fargo - Brokerage #2 ⇒ Baltimore, MD Revenue Wastewater Series B GS | Dependent child | $15,001 - $50,000 | p. 12 |
| none | SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #1 ⇒ Wells Fargo - Brokerage #2 ⇒ Brunswick, MD, bond GS | Dependent child | $15,001 - $50,000 | p. 13 |
| none | SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #1 ⇒ Wells Fargo - Brokerage #2 ⇒ Connecticut St Health & Educational Ser-L GS | Dependent child | $15,001 - $50,000 | p. 13 |
| none | SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #1 ⇒ Wells Fargo - Brokerage #2 ⇒ Illinois State, bond GS | Dependent child | $15,001 - $50,000 | p. 13 |
| none | SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #1 ⇒ Wells Fargo - Brokerage #2 ⇒ Indianapolis, IN Local Public, bond GS | Dependent child | $15,001 - $50,000 | p. 13 |
| none | SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #1 ⇒ Wells Fargo - Brokerage #2 ⇒ Maryland State Department of Transportation - 5%; Due 12/1/2028 GS | Dependent child | $15,001 - $50,000 | p. 13 |
| none | SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #1 ⇒ Wells Fargo - Brokerage #2 ⇒ Maryland State, bond GS | Dependent child | $15,001 - $50,000 | p. 13 |
| none | SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #1 ⇒ Wells Fargo - Brokerage #2 ⇒ Montgomery County, MD, bond GS | Dependent child | $15,001 - $50,000 | p. 13 |
| none | SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #1 ⇒ Wells Fargo - Brokerage #2 ⇒ Pennsylvania St Turnpike Ser A; 4%; Due 12/1/2028 GS | Dependent child | $15,001 - $50,000 | p. 13 |
| none | SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #1 ⇒ Wells Fargo - Brokerage #2 ⇒ Prince George's County, MD, bond; 4%; Due 7/1/2032 GS | Dependent child | $15,001 - $50,000 | p. 14 |
| none | SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #1 ⇒ Wells Fargo - Brokerage #2 ⇒ Washington, MD Suburban Sanitary District GS | Dependent child | $15,001 - $50,000 | p. 14 |
| BJ | SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #2 ⇒ Charles Schwab - Brokerage #1 ⇒ BJ's Wholesale Club Holdings, Inc. Common Stock (BJ) ST | Dependent child | $15,001 - $50,000 | p. 17 |
| BRO | SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #2 ⇒ Charles Schwab - Brokerage #1 ⇒ Brown & Brown, Inc. Common Stock (BRO) ST | Dependent child | $15,001 - $50,000 | p. 17 |
| CDW | SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #2 ⇒ Charles Schwab - Brokerage #1 ⇒ CDW Corporation - Common Stock (CDW) ST | Dependent child | $15,001 - $50,000 | p. 17 |
| CLH | SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #2 ⇒ Charles Schwab - Brokerage #1 ⇒ Clean Harbors, Inc. Common Stock (CLH) ST | Dependent child | $15,001 - $50,000 | p. 17 |
| CNM | SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #2 ⇒ Charles Schwab - Brokerage #1 ⇒ Core & Main, Inc. Class A Common Stock (CNM) ST | Dependent child | $15,001 - $50,000 | p. 17 |
| CPAY | SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #2 ⇒ Charles Schwab - Brokerage #1 ⇒ Corpay, Inc. Common Stock (CPAY) ST | Dependent child | $15,001 - $50,000 | p. 17 |
| EME | SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #2 ⇒ Charles Schwab - Brokerage #1 ⇒ EMCOR Group, Inc. Common Stock (EME) ST | Dependent child | $15,001 - $50,000 | p. 18 |
| FBIN | SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #2 ⇒ Charles Schwab - Brokerage #1 ⇒ Fortune Brands Innovations, Inc. Common Stock (FBIN) ST | Dependent child | $15,001 - $50,000 | p. 18 |
| JLL | SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #2 ⇒ Charles Schwab - Brokerage #1 ⇒ Jones Lang LaSalle Incorporated Common Stock (JLL) ST | Dependent child | $15,001 - $50,000 | p. 18 |
| LH | SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #2 ⇒ Charles Schwab - Brokerage #1 ⇒ Labcorp Holdings Inc. Common Stock (LH) ST | Dependent child | $15,001 - $50,000 | p. 18 |
| MORN | SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #2 ⇒ Charles Schwab - Brokerage #1 ⇒ Morningstar, Inc. - Common Stock (MORN) ST | Dependent child | $15,001 - $50,000 | p. 19 |
| NDAQ | SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #2 ⇒ Charles Schwab - Brokerage #1 ⇒ Nasdaq, Inc. - Common Stock (NDAQ) ST | Dependent child | $15,001 - $50,000 | p. 19 |
| PAYX | SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #2 ⇒ Charles Schwab - Brokerage #1 ⇒ Paychex, Inc. - Common Stock (PAYX) ST | Dependent child | $15,001 - $50,000 | p. 19 |
| SCI | SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #2 ⇒ Charles Schwab - Brokerage #1 ⇒ Service Corporation International Common Stock (SCI) ST | Dependent child | $15,001 - $50,000 | p. 19 |
| SIG | SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #2 ⇒ Charles Schwab - Brokerage #1 ⇒ Signet Jewelers Limited Common Shares (SIG) ST | Dependent child | $15,001 - $50,000 | p. 19 |
| STE | SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #2 ⇒ Charles Schwab - Brokerage #1 ⇒ STERIS plc (STE) ST | Dependent child | $15,001 - $50,000 | p. 20 |
| MIDD | SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #2 ⇒ Charles Schwab - Brokerage #1 ⇒ The Middleby Corporation - Common Stock (MIDD) ST | Dependent child | $15,001 - $50,000 | p. 20 |
| TRMB | SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #2 ⇒ Charles Schwab - Brokerage #1 ⇒ Trimble Inc. - Common Stock (TRMB) ST | Dependent child | $15,001 - $50,000 | p. 20 |
| none | SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #2 ⇒ Wells Fargo - Brokerage #2 ⇒ Baltimore Cnty MD Consol Public Impt 5%; Due 3/1/2027 GS | Dependent child | $15,001 - $50,000 | p. 21 |
| none | SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #2 ⇒ Wells Fargo - Brokerage #2 ⇒ Baltimore, MD Revenue Wastewater Series B GS | Dependent child | $15,001 - $50,000 | p. 21 |
| none | SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #2 ⇒ Wells Fargo - Brokerage #2 ⇒ Brunswick, MD, bond GS | Dependent child | $15,001 - $50,000 | p. 21 |
| none | SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #2 ⇒ Wells Fargo - Brokerage #2 ⇒ Connecticut St Health & Educational Ser-L GS | Dependent child | $15,001 - $50,000 | p. 21 |
| none | SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #2 ⇒ Wells Fargo - Brokerage #2 ⇒ Illinois State, bond GS | Dependent child | $15,001 - $50,000 | p. 21 |
| none | SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #2 ⇒ Wells Fargo - Brokerage #2 ⇒ Indianapolis, IN Local Public, bond GS | Dependent child | $15,001 - $50,000 | p. 21 |
| none | SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #2 ⇒ Wells Fargo - Brokerage #2 ⇒ Maryland State Department of Transportation 5%; Due 12/1/2028 GS | Dependent child | $15,001 - $50,000 | p. 21 |
| none | SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #2 ⇒ Wells Fargo - Brokerage #2 ⇒ Maryland State, bond GS | Dependent child | $15,001 - $50,000 | p. 22 |
| none | SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #2 ⇒ Wells Fargo - Brokerage #2 ⇒ Montgomery County, MD, bond GS | Dependent child | $15,001 - $50,000 | p. 22 |
| none | SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #2 ⇒ Wells Fargo - Brokerage #2 ⇒ Pennsylvania St Turnpike Ser A; 4%; Due 12/1/2028 GS | Dependent child | $15,001 - $50,000 | p. 22 |
| none | SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #2 ⇒ Wells Fargo - Brokerage #2 ⇒ Prince George's County, MD, bond; 4%; Due 7/1/2032 GS | Dependent child | $15,001 - $50,000 | p. 22 |
| none | SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #2 ⇒ Wells Fargo - Brokerage #2 ⇒ Washington, MD Suburban Sanitary District GS | Dependent child | $15,001 - $50,000 | p. 22 |
| TECH | SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #1 ⇒ Charles Schwab - Brokerage #1 ⇒ Bio-Techne Corp (TECH) ST | Dependent child | $1,001 - $15,000 | p. 8 |
| IDXX | SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #1 ⇒ Charles Schwab - Brokerage #1 ⇒ IDEXX Laboratories, Inc. - Common Stock (IDXX) ST | Dependent child | $1,001 - $15,000 | p. 10 |
| PTC | SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #1 ⇒ Charles Schwab - Brokerage #1 ⇒ PTC Inc. - Common Stock (PTC) ST | Dependent child | $1,001 - $15,000 | p. 11 |
| PWR | SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #1 ⇒ Charles Schwab - Brokerage #1 ⇒ Quanta Services, Inc. Common Stock (PWR) ST | Dependent child | $1,001 - $15,000 | p. 11 |
| TDY | SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #1 ⇒ Charles Schwab - Brokerage #1 ⇒ Teledyne Technologies Incorporated Common Stock (TDY) ST | Dependent child | $1,001 - $15,000 | p. 11 |
| none | SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #1 ⇒ Wells Fargo - Brokerage #2 ⇒ Anne Arundel Cnty MD; 5%; Due 10/1/2028 GS | Dependent child | $1,001 - $15,000 | p. 12 |
| none | SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #1 ⇒ Wells Fargo - Brokerage #2 ⇒ Maryland State Health & Higher Educational GS | Dependent child | $1,001 - $15,000 | p. 13 |
| none | SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #1 ⇒ Wells Fargo - Brokerage #2 ⇒ Prince George's County, MD, bond GS | Dependent child | $1,001 - $15,000 | p. 14 |
| none | SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #1 ⇒ Wells Fargo - Brokerage #2 ⇒ Providence, RI, bond GS | Dependent child | $1,001 - $15,000 | p. 14 |
| none | SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #1 ⇒ Wells Fargo - Brokerage #2 ⇒ University Systems of Maryland Auxiliary GS | Dependent child | $1,001 - $15,000 | p. 14 |
| none | SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #1 ⇒ Wells Fargo - Brokerage #2 ⇒ Worcester County, MD, bond GS | Dependent child | $1,001 - $15,000 | p. 14 |
| TECH | SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #2 ⇒ Charles Schwab - Brokerage #1 ⇒ Bio-Techne Corp - Common Stock (TECH) ST | Dependent child | $1,001 - $15,000 | p. 17 |
| ENTG | SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #2 ⇒ Charles Schwab - Brokerage #1 ⇒ Entegris, Inc. - Common Stock (ENTG) ST | Dependent child | $1,001 - $15,000 | p. 18 |
| IDXX | SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #2 ⇒ Charles Schwab - Brokerage #1 ⇒ IDEXX Laboratories, Inc. - Common Stock (IDXX) ST | Dependent child | $1,001 - $15,000 | p. 18 |
| PTC | SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #2 ⇒ Charles Schwab - Brokerage #1 ⇒ PTC Inc. - Common Stock (PTC) ST | Dependent child | $1,001 - $15,000 | p. 19 |
| PWR | SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #2 ⇒ Charles Schwab - Brokerage #1 ⇒ Quanta Services, Inc. Common Stock (PWR) ST | Dependent child | $1,001 - $15,000 | p. 19 |
| TDY | SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #2 ⇒ Charles Schwab - Brokerage #1 ⇒ Teledyne Technologies Incorporated Common Stock (TDY) ST | Dependent child | $1,001 - $15,000 | p. 20 |
| none | SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #2 ⇒ Wells Fargo - Brokerage #2 ⇒ Anne Arundel Cnty MD; 5%; Due 10/1/2028 GS | Dependent child | $1,001 - $15,000 | p. 21 |
| none | SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #2 ⇒ Wells Fargo - Brokerage #2 ⇒ Maryland State Health & Higher Educational GS | Dependent child | $1,001 - $15,000 | p. 21 |
| none | SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #2 ⇒ Wells Fargo - Brokerage #2 ⇒ Prince George's County, MD, bond GS | Dependent child | $1,001 - $15,000 | p. 22 |
| none | SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #2 ⇒ Wells Fargo - Brokerage #2 ⇒ Providence, RI, bond GS | Dependent child | $1,001 - $15,000 | p. 22 |
| none | SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #2 ⇒ Wells Fargo - Brokerage #2 ⇒ University Systems of Maryland Auxiliary GS | Dependent child | $1,001 - $15,000 | p. 22 |
| none | SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #2 ⇒ Wells Fargo - Brokerage #2 ⇒ Worcester County, MD, bond GS | Dependent child | $1,001 - $15,000 | p. 22 |
| AOS | SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #1 ⇒ Charles Schwab - Brokerage #1 ⇒ A.O. Smith Corporation Common Stock (AOS) ST | Dependent child | None | p. 8 |
| CACI | SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #1 ⇒ Charles Schwab - Brokerage #1 ⇒ CACI International, Inc. Class A Common Stock (CACI) ST | Dependent child | None | p. 9 |
| DAY | SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #1 ⇒ Charles Schwab - Brokerage #1 ⇒ Dayforce, Inc. Common Stock (DAY) ST | Dependent child | None | p. 9 |
| RVTY | SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #1 ⇒ Charles Schwab - Brokerage #1 ⇒ Revvity, Inc. Common Stock (RVTY) ST | Dependent child | None | p. 11 |
| TTC | SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #1 ⇒ Charles Schwab - Brokerage #1 ⇒ Toro Company (TTC) ST | Dependent child | None | p. 12 |
| AOS | SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #2 ⇒ Charles Schwab - Brokerage #1 ⇒ A.O. Smith Corporation Common Stock (AOS) ST | Dependent child | None | p. 16 |
| CACI | SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #2 ⇒ Charles Schwab - Brokerage #1 ⇒ CACI International, Inc. Class A Common Stock (CACI) ST | Dependent child | None | p. 17 |
| DAY | SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #2 ⇒ Charles Schwab - Brokerage #1 ⇒ Dayforce, Inc. Common Stock (DAY) ST | Dependent child | None | p. 17 |
| RVTY | SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #2 ⇒ Charles Schwab - Brokerage #1 ⇒ Revvity, Inc. Common Stock (RVTY) ST | Dependent child | None | p. 19 |
| TTC | SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #2 ⇒ Charles Schwab - Brokerage #1 ⇒ Toro Company (TTC) ST | Dependent child | None | p. 20 |
75 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.
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 |
|---|---|---|---|---|---|---|
| ITT | ITT Inc. Common Stock (ITT) ST | Dependent child | S | August 25, 2026 | $250,001 - $500,000 | September 9, 2026 filing 20035408, p. 3 |
| MLM | Martin Marietta Materials, Inc. Common Stock (MLM) ST | Dependent child | S | August 25, 2026 | $250,001 - $500,000 | September 9, 2026 filing 20035408, p. 5 |
| BRO | Brown & Brown, Inc. Common Stock (BRO) ST | Dependent child | S | August 25, 2026 | $100,001 - $250,000 | September 9, 2026 filing 20035408, p. 1 |
| BWXT | BWX Technologies, Inc. Common Stock (BWXT) ST | Dependent child | S | August 25, 2026 | $100,001 - $250,000 | September 9, 2026 filing 20035408, p. 1 |
| CHRW | C.H. Robinson Worldwide, Inc. - Common Stock (CHRW) ST | Dependent child | S | August 25, 2026 | $100,001 - $250,000 | September 9, 2026 filing 20035408, p. 1 |
| CNM | Core & Main, Inc. Class A Common Stock (CNM) ST | Dependent child | S | August 25, 2026 | $100,001 - $250,000 | September 9, 2026 filing 20035408, p. 2 |
| EME | EMCOR Group, Inc. Common Stock (EME) ST | Dependent child | S | August 25, 2026 | $100,001 - $250,000 | September 9, 2026 filing 20035408, p. 2 |
| ENTG | Entegris, Inc. - Common Stock (ENTG) ST | Dependent child | S | August 25, 2026 | $100,001 - $250,000 | September 9, 2026 filing 20035408, p. 2 |
| HUBB | Hubbell Inc Common Stock (HUBB) ST | Dependent child | S | August 25, 2026 | $100,001 - $250,000 | September 9, 2026 filing 20035408, p. 3 |
| LH | Labcorp Holdings Inc. Common Stock (LH) ST | Dependent child | S | August 25, 2026 | $100,001 - $250,000 | September 9, 2026 filing 20035408, p. 3 |
| FWONK | Liberty Media Corporation - Series C Liberty Formula One Common Stock (FWONK) ST | Dependent child | S | August 25, 2026 | $100,001 - $250,000 | September 9, 2026 filing 20035408, p. 4 |
| LTH | Life Time Group Holdings, Inc. Common Stock (LTH) ST | Dependent child | S | August 25, 2026 | $100,001 - $250,000 | September 9, 2026 filing 20035408, p. 4 |
| LYV | Live Nation Entertainment, Inc. Common Stock (LYV) ST | Dependent child | S | August 25, 2026 | $100,001 - $250,000 | September 9, 2026 filing 20035408, p. 5 |
| MKL | Markel Group Inc. Common Stock (MKL) ST | Dependent child | S | August 25, 2026 | $100,001 - $250,000 | September 9, 2026 filing 20035408, p. 5 |
| NDAQ | Nasdaq, Inc. - Common Stock (NDAQ) ST | Dependent child | S | August 25, 2026 | $100,001 - $250,000 | September 9, 2026 filing 20035408, p. 5 |
| PAYX | Paychex, Inc. - Common Stock (PAYX) ST | Dependent child | S | August 25, 2026 | $100,001 - $250,000 | September 9, 2026 filing 20035408, p. 5 |
| SIG | Signet Jewelers Limited Common Shares (SIG) ST | Dependent child | S | August 25, 2026 | $100,001 - $250,000 | September 9, 2026 filing 20035408, p. 6 |
| SGI | Somnigroup International Inc. Common Stock (SGI) ST | Dependent child | S | August 25, 2026 | $100,001 - $250,000 | September 9, 2026 filing 20035408, p. 6 |
| STE | STERIS plc (STE) ST | Dependent child | S | August 25, 2026 | $100,001 - $250,000 | September 9, 2026 filing 20035408, p. 6 |
| TDG | Transdigm Group Incorporated Common Stock (TDG) ST | Dependent child | S | August 25, 2026 | $100,001 - $250,000 | September 9, 2026 filing 20035408, p. 7 |
| TRMB | Trimble Inc. - Common Stock (TRMB) ST | Dependent child | S | August 25, 2026 | $100,001 - $250,000 | September 9, 2026 filing 20035408, p. 7 |
| VIK | Viking Holdings Ltd Ordinary Shares (VIK) ST | Dependent child | S | August 25, 2026 | $100,001 - $250,000 | September 9, 2026 filing 20035408, p. 7 |
| WAB | Westinghouse Air Brake Technologies Corporation Common Stock (WAB) ST | Dependent child | S | August 25, 2026 | $100,001 - $250,000 | September 9, 2026 filing 20035408, p. 8 |
| CLH | Clean Harbors, Inc. Common Stock (CLH) ST | Dependent child | S | August 25, 2026 | $50,001 - $100,000 | September 9, 2026 filing 20035408, p. 2 |
| PKG | Packaging Corporation of America Common Stock (PKG) ST | Dependent child | S | August 25, 2026 | $50,001 - $100,000 | September 9, 2026 filing 20035408, p. 5 |
| ROL | Rollins, Inc. Common Stock (ROL) ST | Dependent child | S | August 25, 2026 | $50,001 - $100,000 | September 9, 2026 filing 20035408, p. 5 |
| SCI | Service Corporation International Common Stock (SCI) ST | Dependent child | S | August 25, 2026 | $50,001 - $100,000 | September 9, 2026 filing 20035408, p. 5 |
| ESE | ESCO Technologies Inc. Common Stock (ESE) ST | Dependent child | S | August 25, 2026 | $15,001 - $50,000 | September 9, 2026 filing 20035408, p. 2 |
| TDY | Teledyne Technologies Incorporated Common Stock (TDY) ST | Dependent child | S | August 25, 2026 | $15,001 - $50,000 | September 9, 2026 filing 20035408, p. 6 |
| MIDD | The Middleby Corporation - Common Stock (MIDD) ST | Dependent child | S | August 25, 2026 | $15,001 - $50,000 | September 9, 2026 filing 20035408, p. 7 |
| TSCO | Tractor Supply Company - Common Stock (TSCO) ST | Dependent child | S | August 25, 2026 | $15,001 - $50,000 | September 9, 2026 filing 20035408, p. 7 |
| VIK | Viking Holdings Ltd Ordinary Shares (VIK) ST | Dependent child | S (partial) | August 24, 2026 | $15,001 - $50,000 | September 9, 2026 filing 20035408, p. 8 |
| HUBB | Hubbell Inc Common Stock (HUBB) ST | Dependent child | P | August 19, 2026 | $15,001 - $50,000 | September 9, 2026 filing 20035408, p. 3 |
| CPAY | Corpay, Inc. Common Stock (CPAY) ST | Dependent child | S | August 7, 2026 | $15,001 - $50,000 | September 9, 2026 filing 20035408, p. 2 |
| FWONK | Liberty Media Corporation - Series C Liberty Formula One Common Stock (FWONK) ST | Dependent child | P | August 7, 2026 | $15,001 - $50,000 | September 9, 2026 filing 20035408, p. 3 |
| CPAY | Corpay, Inc. Common Stock (CPAY) ST | Dependent child | S (partial) | August 6, 2026 | $15,001 - $50,000 | September 9, 2026 filing 20035408, p. 2 |
| CHRW | C.H. Robinson Worldwide, Inc. - Common Stock (CHRW) ST | Dependent child | P | August 3, 2026 | $15,001 - $50,000 | September 9, 2026 filing 20035408, p. 1 |
| FWONK | Liberty Media Corporation - Series C Liberty Formula One Common Stock (FWONK) ST | Dependent child | P | August 3, 2026 | $15,001 - $50,000 | September 9, 2026 filing 20035408, p. 4 |
| LTH | Life Time Group Holdings, Inc. Common Stock (LTH) ST | Dependent child | P | August 3, 2026 | $15,001 - $50,000 | September 9, 2026 filing 20035408, p. 4 |
| MFP | Midera Food Processing, Inc. - Common Stock (MFP) ST | Dependent child | S | August 3, 2026 | $15,001 - $50,000 | September 9, 2026 filing 20035408, p. 5 |
| WAB | Westinghouse Air Brake Technologies Corporation Common Stock (WAB) ST | Dependent child | S (partial) | August 3, 2026 | $15,001 - $50,000 | September 9, 2026 filing 20035408, p. 8 |
| CHRW | C.H. Robinson Worldwide, Inc. - Common Stock (CHRW) ST | Dependent child | P | July 31, 2026 | $15,001 - $50,000 | August 3, 2026 filing 20035118, p. 1 |
| FWONK | Liberty Media Corporation - Series C Liberty Formula One Common Stock (FWONK) ST | Dependent child | P | July 31, 2026 | $15,001 - $50,000 | August 3, 2026 filing 20035118, p. 3 |
| LTH | Life Time Group Holdings, Inc. Common Stock (LTH) ST | Dependent child | P | July 31, 2026 | $15,001 - $50,000 | August 3, 2026 filing 20035118, p. 4 |
| SGI | Somnigroup International Inc. Common Stock (SGI) ST | Dependent child | P | July 30, 2026 | $15,001 - $50,000 | August 3, 2026 filing 20035118, p. 6 |
| FWONK | Liberty Media Corporation - Series C Liberty Formula One Common Stock (FWONK) ST | Dependent child | P | July 28, 2026 | $15,001 - $50,000 | August 3, 2026 filing 20035118, p. 3 |
| CHRW | C.H. Robinson Worldwide, Inc. - Common Stock (CHRW) ST | Dependent child | P | July 27, 2026 | $15,001 - $50,000 | August 3, 2026 filing 20035118, p. 1 |
| TSCO | Tractor Supply Company - Common Stock (TSCO) ST | Dependent child | S (partial) | July 27, 2026 | $15,001 - $50,000 | August 3, 2026 filing 20035118, p. 6 |
| BWXT | BWX Technologies, Inc. Common Stock (BWXT) ST | Dependent child | P | July 24, 2026 | $15,001 - $50,000 | August 3, 2026 filing 20035118, p. 1 |
| FWONK | Liberty Media Corporation - Series C Liberty Formula One Common Stock (FWONK) ST | Dependent child | P | July 24, 2026 | $15,001 - $50,000 | August 3, 2026 filing 20035118, p. 3 |
| LTH | Life Time Group Holdings, Inc. Common Stock (LTH) ST | Dependent child | P | July 24, 2026 | $15,001 - $50,000 | August 3, 2026 filing 20035118, p. 4 |
| MLM | Martin Marietta Materials, Inc. Common Stock (MLM) ST | Dependent child | P | July 24, 2026 | $15,001 - $50,000 | August 3, 2026 filing 20035118, p. 5 |
| HUBB | Hubbell Inc Common Stock (HUBB) ST | Dependent child | P | July 23, 2026 | $15,001 - $50,000 | August 3, 2026 filing 20035118, p. 3 |
| FWONK | Liberty Media Corporation - Series C Liberty Formula One Common Stock (FWONK) ST | Dependent child | P | July 23, 2026 | $15,001 - $50,000 | August 3, 2026 filing 20035118, p. 3 |
| WAB | Westinghouse Air Brake Technologies Corporation Common Stock (WAB) ST | Dependent child | S (partial) | July 23, 2026 | $15,001 - $50,000 | August 3, 2026 filing 20035118, p. 6 |
| BWXT | BWX Technologies, Inc. Common Stock (BWXT) ST | Dependent child | P | May 15, 2026 | $15,001 - $50,000 | June 5, 2026 filing 20034718, p. 1 |
| HUBB | Hubbell Inc Common Stock (HUBB) ST | Dependent child | P | May 14, 2026 | $15,001 - $50,000 | June 5, 2026 filing 20034718, p. 3 |
| PWR | Quanta Services, Inc. Common Stock (PWR) ST | Dependent child | S | May 14, 2026 | $15,001 - $50,000 | June 5, 2026 filing 20034718, p. 4 |
| BWXT | BWX Technologies, Inc. Common Stock (BWXT) ST | Dependent child | P | May 8, 2026 | $15,001 - $50,000 | June 5, 2026 filing 20034718, p. 1 |
| CHRW | C.H. Robinson Worldwide, Inc. - Common Stock (CHRW) ST | Dependent child | S (partial) | April 24, 2026 | $15,001 - $50,000 | May 6, 2026 filing 20034487, p. 1 |
| TDG | Transdigm Group Incorporated Common Stock (TDG) ST | Dependent child | P | April 16, 2026 | $15,001 - $50,000 | May 6, 2026 filing 20034487, p. 2 |
| CLH | Clean Harbors, Inc. Common Stock (CLH) ST | Dependent child | P | February 23, 2026 | $15,001 - $50,000 | March 10, 2026 filing 20034159, p. 2 |
| CHRW | C.H. Robinson Worldwide, Inc. - Common Stock (CHRW) ST | Dependent child | P | February 13, 2026 | $15,001 - $50,000 | March 10, 2026 filing 20034159, p. 2 |
| ROL | Rollins, Inc. Common Stock (ROL) ST | Dependent child | P | February 13, 2026 | $15,001 - $50,000 | March 10, 2026 filing 20034159, p. 4 |
| JLL | Jones Lang LaSalle Incorporated Common Stock (JLL) ST | Dependent child | S (partial) | February 11, 2026 | $15,001 - $50,000 | March 10, 2026 filing 20034159, p. 3 |
| MIDD | The Middleby Corporation - Common Stock (MIDD) ST | Dependent child | S (partial) | February 6, 2026 | $15,001 - $50,000 | March 10, 2026 filing 20034159, p. 4 |
| NDAQ | Nasdaq, Inc. - Common Stock (NDAQ) ST | Dependent child | P | October 22, 2025 | $15,001 - $50,000 | November 4, 2025 filing 20033408, p. 2 |
| NDAQ | Nasdaq, Inc. - Common Stock (NDAQ) ST | Dependent child | P | September 19, 2025 | $15,001 - $50,000 | October 6, 2025 filing 20032233, p. 1 |
| MKL | Markel Group Inc. Common Stock (MKL) ST | Dependent child | P | August 21, 2025 | $15,001 - $50,000 | September 2, 2025 filing 20031013, p. 2 |
| DAY | Dayforce, Inc. Common Stock (DAY) ST | Dependent child | S (partial) | August 19, 2025 | $15,001 - $50,000 | September 2, 2025 filing 20031013, p. 1 |
| CNM | Core & Main, Inc. Class A Common Stock (CNM) ST | Dependent child | S (partial) | August 11, 2025 | $15,001 - $50,000 | September 2, 2025 filing 20031013, p. 1 |
| CNM | Core & Main, Inc. Class A Common Stock (CNM) ST | Dependent child | S (partial) | August 4, 2025 | $15,001 - $50,000 | September 2, 2025 filing 20031013, p. 1 |
| MORN | Morningstar, Inc. - Common Stock (MORN) ST | Dependent child | P | August 2, 2025 | $15,001 - $50,000 | September 2, 2025 filing 20031013, p. 2 |
| MKL | Markel Group Inc. Common Stock (MKL) ST | Dependent child | P | August 1, 2025 | $15,001 - $50,000 | September 2, 2025 filing 20031013, p. 2 |
| PTC | PTC Inc. - Common Stock (PTC) ST | Dependent child | P | August 1, 2025 | $15,001 - $50,000 | September 2, 2025 filing 20031013, p. 2 |
| FBIN | Fortune Brands Innovations, Inc. Common Stock (FBIN) ST | Dependent child | S (partial) | May 29, 2025 | $15,001 - $50,000 | June 2, 2025 filing 20030442, p. 1 |
| DAY | Dayforce, Inc. Common Stock (DAY) ST | Dependent child | S (partial) | March 18, 2025 | $15,001 - $50,000 | April 2, 2025 filing 20029059, p. 1 |
| MKL | Markel Group Inc. Common Stock (MKL) ST | Dependent child | P | March 7, 2025 | $15,001 - $50,000 | April 2, 2025 filing 20029059, p. 2 |
| CPAY | Corpay, Inc. Common Stock (CPAY) ST | Dependent child | P | February 28, 2025 | $15,001 - $50,000 | March 20, 2025 filing 20027975, p. 2 |
| RVTY | Revvity, Inc. Common Stock (RVTY) ST | Dependent child | S | February 28, 2025 | $15,001 - $50,000 | March 20, 2025 filing 20027975, p. 3 |
| TDY | Teledyne Technologies Incorporated Common Stock (TDY) ST | Dependent child | S (partial) | February 22, 2025 | $15,001 - $50,000 | March 20, 2025 filing 20027975, p. 3 |
| AOS | A.O. Smith Corporation Common Stock (AOS) ST | Dependent child | S (partial) | February 18, 2025 | $15,001 - $50,000 | March 20, 2025 filing 20027975, p. 1 |
| ESE | ESCO Technologies Inc. Common Stock (ESE) ST | Dependent child | P | August 24, 2026 | $1,001 - $15,000 | September 9, 2026 filing 20035408, p. 2 |
| FWONK | Liberty Media Corporation - Series C Liberty Formula One Common Stock (FWONK) ST | Dependent child | P | August 24, 2026 | $1,001 - $15,000 | September 9, 2026 filing 20035408, p. 4 |
| LTH | Life Time Group Holdings, Inc. Common Stock (LTH) ST | Dependent child | P | August 24, 2026 | $1,001 - $15,000 | September 9, 2026 filing 20035408, p. 4 |
| TDY | Teledyne Technologies Incorporated Common Stock (TDY) ST | Dependent child | S (partial) | August 24, 2026 | $1,001 - $15,000 | September 9, 2026 filing 20035408, p. 6 |
| MIDD | The Middleby Corporation - Common Stock (MIDD) ST | Dependent child | S (partial) | August 24, 2026 | $1,001 - $15,000 | September 9, 2026 filing 20035408, p. 6 |
| TDY | Teledyne Technologies Incorporated Common Stock (TDY) ST | Dependent child | S (partial) | August 21, 2026 | $1,001 - $15,000 | September 9, 2026 filing 20035408, p. 6 |
| ESE | ESCO Technologies Inc. Common Stock (ESE) ST | Dependent child | P | August 20, 2026 | $1,001 - $15,000 | September 9, 2026 filing 20035408, p. 2 |
| TDY | Teledyne Technologies Incorporated Common Stock (TDY) ST | Dependent child | S (partial) | August 20, 2026 | $1,001 - $15,000 | September 9, 2026 filing 20035408, p. 6 |
| ESE | ESCO Technologies Inc. Common Stock (ESE) ST | Dependent child | P | August 19, 2026 | $1,001 - $15,000 | September 9, 2026 filing 20035408, p. 2 |
| MLM | Martin Marietta Materials, Inc. Common Stock (MLM) ST | Dependent child | P | August 19, 2026 | $1,001 - $15,000 | September 9, 2026 filing 20035408, p. 5 |
| TDY | Teledyne Technologies Incorporated Common Stock (TDY) ST | Dependent child | S (partial) | August 19, 2026 | $1,001 - $15,000 | September 9, 2026 filing 20035408, p. 6 |
| HUBB | Hubbell Inc Common Stock (HUBB) ST | Dependent child | P | August 18, 2026 | $1,001 - $15,000 | September 9, 2026 filing 20035408, p. 3 |
| LYV | Live Nation Entertainment, Inc. Common Stock (LYV) ST | Dependent child | S (partial) | August 17, 2026 | $1,001 - $15,000 | September 9, 2026 filing 20035408, p. 4 |
| CHRW | C.H. Robinson Worldwide, Inc. - Common Stock (CHRW) ST | Dependent child | P | August 14, 2026 | $1,001 - $15,000 | September 9, 2026 filing 20035408, p. 1 |
| HUBB | Hubbell Inc Common Stock (HUBB) ST | Dependent child | P | August 14, 2026 | $1,001 - $15,000 | September 9, 2026 filing 20035408, p. 3 |
| LYV | Live Nation Entertainment, Inc. Common Stock (LYV) ST | Dependent child | S (partial) | August 14, 2026 | $1,001 - $15,000 | September 9, 2026 filing 20035408, p. 4 |
| CHRW | C.H. Robinson Worldwide, Inc. - Common Stock (CHRW) ST | Dependent child | P | August 12, 2026 | $1,001 - $15,000 | September 9, 2026 filing 20035408, p. 1 |
| TSCO | Tractor Supply Company - Common Stock (TSCO) ST | Dependent child | S (partial) | August 12, 2026 | $1,001 - $15,000 | September 9, 2026 filing 20035408, p. 7 |
| MIDD | The Middleby Corporation - Common Stock (MIDD) ST | Dependent child | S (partial) | August 10, 2026 | $1,001 - $15,000 | September 9, 2026 filing 20035408, p. 6 |
| LH | Labcorp Holdings Inc. Common Stock (LH) ST | Dependent child | S (partial) | August 7, 2026 | $1,001 - $15,000 | September 9, 2026 filing 20035408, p. 3 |
| LTH | Life Time Group Holdings, Inc. Common Stock (LTH) ST | Dependent child | P | August 7, 2026 | $1,001 - $15,000 | September 9, 2026 filing 20035408, p. 4 |
| LH | Labcorp Holdings Inc. Common Stock (LH) ST | Dependent child | S (partial) | August 6, 2026 | $1,001 - $15,000 | September 9, 2026 filing 20035408, p. 3 |
| LTH | Life Time Group Holdings, Inc. Common Stock (LTH) ST | Dependent child | P | August 6, 2026 | $1,001 - $15,000 | September 9, 2026 filing 20035408, p. 4 |
| MIDD | The Middleby Corporation - Common Stock (MIDD) ST | Dependent child | S (partial) | August 6, 2026 | $1,001 - $15,000 | September 9, 2026 filing 20035408, p. 6 |
| VIK | Viking Holdings Ltd Ordinary Shares (VIK) ST | Dependent child | S (partial) | August 6, 2026 | $1,001 - $15,000 | September 9, 2026 filing 20035408, p. 7 |
| CHRW | C.H. Robinson Worldwide, Inc. - Common Stock (CHRW) ST | Dependent child | P | August 5, 2026 | $1,001 - $15,000 | September 9, 2026 filing 20035408, p. 1 |
| LH | Labcorp Holdings Inc. Common Stock (LH) ST | Dependent child | S (partial) | August 5, 2026 | $1,001 - $15,000 | September 9, 2026 filing 20035408, p. 3 |
| MIDD | The Middleby Corporation - Common Stock (MIDD) ST | Dependent child | S (partial) | August 5, 2026 | $1,001 - $15,000 | September 9, 2026 filing 20035408, p. 7 |
| VIK | Viking Holdings Ltd Ordinary Shares (VIK) ST | Dependent child | S (partial) | August 5, 2026 | $1,001 - $15,000 | September 9, 2026 filing 20035408, p. 7 |
| SCI | Service Corporation International Common Stock (SCI) ST | Dependent child | S (partial) | August 4, 2026 | $1,001 - $15,000 | September 9, 2026 filing 20035408, p. 5 |
| MIDD | The Middleby Corporation - Common Stock (MIDD) ST | Dependent child | S (partial) | August 4, 2026 | $1,001 - $15,000 | September 9, 2026 filing 20035408, p. 7 |
| VIK | Viking Holdings Ltd Ordinary Shares (VIK) ST | Dependent child | S (partial) | August 4, 2026 | $1,001 - $15,000 | September 9, 2026 filing 20035408, p. 7 |
| BWXT | BWX Technologies, Inc. Common Stock (BWXT) ST | Dependent child | P | August 3, 2026 | $1,001 - $15,000 | September 9, 2026 filing 20035408, p. 1 |
| CPAY | Corpay, Inc. Common Stock (CPAY) ST | Dependent child | S (partial) | August 3, 2026 | $1,001 - $15,000 | September 9, 2026 filing 20035408, p. 2 |
| HUBB | Hubbell Inc Common Stock (HUBB) ST | Dependent child | P | August 3, 2026 | $1,001 - $15,000 | September 9, 2026 filing 20035408, p. 3 |
| SCI | Service Corporation International Common Stock (SCI) ST | Dependent child | S (partial) | August 3, 2026 | $1,001 - $15,000 | September 9, 2026 filing 20035408, p. 5 |
| VIK | Viking Holdings Ltd Ordinary Shares (VIK) ST | Dependent child | S (partial) | August 3, 2026 | $1,001 - $15,000 | September 9, 2026 filing 20035408, p. 8 |
| CPAY | Corpay, Inc. Common Stock (CPAY) ST | Dependent child | S (partial) | July 31, 2026 | $1,001 - $15,000 | August 3, 2026 filing 20035118, p. 2 |
| STE | STERIS plc (STE) ST | Dependent child | S (partial) | July 31, 2026 | $1,001 - $15,000 | August 3, 2026 filing 20035118, p. 6 |
| BWXT | BWX Technologies, Inc. Common Stock (BWXT) ST | Dependent child | P | July 30, 2026 | $1,001 - $15,000 | August 3, 2026 filing 20035118, p. 1 |
| CPAY | Corpay, Inc. Common Stock (CPAY) ST | Dependent child | S (partial) | July 30, 2026 | $1,001 - $15,000 | August 3, 2026 filing 20035118, p. 2 |
| ENTG | Entegris, Inc. - Common Stock (ENTG) ST | Dependent child | P | July 30, 2026 | $1,001 - $15,000 | August 3, 2026 filing 20035118, p. 3 |
| LTH | Life Time Group Holdings, Inc. Common Stock (LTH) ST | Dependent child | P | July 30, 2026 | $1,001 - $15,000 | August 3, 2026 filing 20035118, p. 4 |
| SCI | Service Corporation International Common Stock (SCI) ST | Dependent child | S (partial) | July 30, 2026 | $1,001 - $15,000 | August 3, 2026 filing 20035118, p. 6 |
| FWONK | Liberty Media Corporation - Series C Liberty Formula One Common Stock (FWONK) ST | Dependent child | P | July 29, 2026 | $1,001 - $15,000 | August 3, 2026 filing 20035118, p. 3 |
| LTH | Life Time Group Holdings, Inc. Common Stock (LTH) ST | Dependent child | P | July 29, 2026 | $1,001 - $15,000 | August 3, 2026 filing 20035118, p. 3 |
| MKL | Markel Group Inc. Common Stock (MKL) ST | Dependent child | S (partial) | July 29, 2026 | $1,001 - $15,000 | August 3, 2026 filing 20035118, p. 5 |
| STE | STERIS plc (STE) ST | Dependent child | S (partial) | July 29, 2026 | $1,001 - $15,000 | August 3, 2026 filing 20035118, p. 6 |
| CHRW | C.H. Robinson Worldwide, Inc. - Common Stock (CHRW) ST | Dependent child | P | July 28, 2026 | $1,001 - $15,000 | August 3, 2026 filing 20035118, p. 1 |
| CLH | Clean Harbors, Inc. Common Stock (CLH) ST | Dependent child | S (partial) | July 28, 2026 | $1,001 - $15,000 | August 3, 2026 filing 20035118, p. 2 |
| CPAY | Corpay, Inc. Common Stock (CPAY) ST | Dependent child | S (partial) | July 28, 2026 | $1,001 - $15,000 | August 3, 2026 filing 20035118, p. 2 |
| LTH | Life Time Group Holdings, Inc. Common Stock (LTH) ST | Dependent child | P | July 28, 2026 | $1,001 - $15,000 | August 3, 2026 filing 20035118, p. 3 |
| MKL | Markel Group Inc. Common Stock (MKL) ST | Dependent child | S (partial) | July 28, 2026 | $1,001 - $15,000 | August 3, 2026 filing 20035118, p. 5 |
| TDG | Transdigm Group Incorporated Common Stock (TDG) ST | Dependent child | P | July 28, 2026 | $1,001 - $15,000 | August 3, 2026 filing 20035118, p. 6 |
| WAB | Westinghouse Air Brake Technologies Corporation Common Stock (WAB) ST | Dependent child | S (partial) | July 28, 2026 | $1,001 - $15,000 | August 3, 2026 filing 20035118, p. 6 |
| BWXT | BWX Technologies, Inc. Common Stock (BWXT) ST | Dependent child | P | July 27, 2026 | $1,001 - $15,000 | August 3, 2026 filing 20035118, p. 1 |
| CLH | Clean Harbors, Inc. Common Stock (CLH) ST | Dependent child | S (partial) | July 27, 2026 | $1,001 - $15,000 | August 3, 2026 filing 20035118, p. 2 |
| LTH | Life Time Group Holdings, Inc. Common Stock (LTH) ST | Dependent child | P | July 27, 2026 | $1,001 - $15,000 | August 3, 2026 filing 20035118, p. 4 |
| MKL | Markel Group Inc. Common Stock (MKL) ST | Dependent child | S (partial) | July 27, 2026 | $1,001 - $15,000 | August 3, 2026 filing 20035118, p. 4 |
| SCI | Service Corporation International Common Stock (SCI) ST | Dependent child | S (partial) | July 27, 2026 | $1,001 - $15,000 | August 3, 2026 filing 20035118, p. 5 |
| STE | STERIS plc (STE) ST | Dependent child | S (partial) | July 27, 2026 | $1,001 - $15,000 | August 3, 2026 filing 20035118, p. 6 |
| CHRW | C.H. Robinson Worldwide, Inc. - Common Stock (CHRW) ST | Dependent child | P | July 24, 2026 | $1,001 - $15,000 | August 3, 2026 filing 20035118, p. 1 |
| CLH | Clean Harbors, Inc. Common Stock (CLH) ST | Dependent child | S (partial) | July 24, 2026 | $1,001 - $15,000 | August 3, 2026 filing 20035118, p. 2 |
| MKL | Markel Group Inc. Common Stock (MKL) ST | Dependent child | S (partial) | July 24, 2026 | $1,001 - $15,000 | August 3, 2026 filing 20035118, p. 4 |
| STE | STERIS plc (STE) ST | Dependent child | S (partial) | July 24, 2026 | $1,001 - $15,000 | August 3, 2026 filing 20035118, p. 6 |
| VIK | Viking Holdings Ltd Ordinary Shares (VIK) ST | Dependent child | S (partial) | July 23, 2026 | $1,001 - $15,000 | August 3, 2026 filing 20035118, p. 6 |
| CHRW | C.H. Robinson Worldwide, Inc. - Common Stock (CHRW) ST | Dependent child | P | July 22, 2026 | $1,001 - $15,000 | August 3, 2026 filing 20035118, p. 1 |
| FWONK | Liberty Media Corporation - Series C Liberty Formula One Common Stock (FWONK) ST | Dependent child | P | July 22, 2026 | $1,001 - $15,000 | August 3, 2026 filing 20035118, p. 3 |
| LTH | Life Time Group Holdings, Inc. Common Stock (LTH) ST | Dependent child | P | July 21, 2026 | $1,001 - $15,000 | August 3, 2026 filing 20035118, p. 4 |
| LYV | Live Nation Entertainment, Inc. Common Stock (LYV) ST | Dependent child | S (partial) | July 21, 2026 | $1,001 - $15,000 | August 3, 2026 filing 20035118, p. 4 |
| CHRW | C.H. Robinson Worldwide, Inc. - Common Stock (CHRW) ST | Dependent child | P | July 20, 2026 | $1,001 - $15,000 | August 3, 2026 filing 20035118, p. 2 |
| LTH | Life Time Group Holdings, Inc. Common Stock (LTH) ST | Dependent child | P | July 20, 2026 | $1,001 - $15,000 | August 3, 2026 filing 20035118, p. 4 |
| LYV | Live Nation Entertainment, Inc. Common Stock (LYV) ST | Dependent child | S (partial) | July 20, 2026 | $1,001 - $15,000 | August 3, 2026 filing 20035118, p. 4 |
| MLM | Martin Marietta Materials, Inc. Common Stock (MLM) ST | Dependent child | P | July 20, 2026 | $1,001 - $15,000 | August 3, 2026 filing 20035118, p. 5 |
| SCI | Service Corporation International Common Stock (SCI) ST | Dependent child | S (partial) | July 20, 2026 | $1,001 - $15,000 | August 3, 2026 filing 20035118, p. 5 |
| CPAY | Corpay, Inc. Common Stock (CPAY) ST | Dependent child | S (partial) | July 17, 2026 | $1,001 - $15,000 | August 3, 2026 filing 20035118, p. 2 |
| LTH | Life Time Group Holdings, Inc. Common Stock (LTH) ST | Dependent child | P | July 17, 2026 | $1,001 - $15,000 | August 3, 2026 filing 20035118, p. 4 |
| MLM | Martin Marietta Materials, Inc. Common Stock (MLM) ST | Dependent child | P | July 17, 2026 | $1,001 - $15,000 | August 3, 2026 filing 20035118, p. 5 |
| SCI | Service Corporation International Common Stock (SCI) ST | Dependent child | S (partial) | July 17, 2026 | $1,001 - $15,000 | August 3, 2026 filing 20035118, p. 5 |
| CPAY | Corpay, Inc. Common Stock (CPAY) ST | Dependent child | S (partial) | July 16, 2026 | $1,001 - $15,000 | August 3, 2026 filing 20035118, p. 2 |
| CPAY | Corpay, Inc. Common Stock (CPAY) ST | Dependent child | S (partial) | July 15, 2026 | $1,001 - $15,000 | August 3, 2026 filing 20035118, p. 2 |
| ENTG | Entegris, Inc. - Common Stock (ENTG) ST | Dependent child | P | July 8, 2026 | $1,001 - $15,000 | August 3, 2026 filing 20035118, p. 2 |
| SCI | Service Corporation International Common Stock (SCI) ST | Dependent child | S (partial) | July 8, 2026 | $1,001 - $15,000 | August 3, 2026 filing 20035118, p. 5 |
| MFP | Midera Food Processing, Inc. - Common Stock (MFP) ST | Dependent child | E | July 7, 2026 | $1,001 - $15,000 | August 3, 2026 filing 20035118, p. 5 |
| SCI | Service Corporation International Common Stock (SCI) ST | Dependent child | S (partial) | July 2, 2026 | $1,001 - $15,000 | August 3, 2026 filing 20035118, p. 5 |
| HUBB | Hubbell Inc Common Stock (HUBB) ST | Dependent child | P | June 17, 2026 | $1,001 - $15,000 | July 7, 2026 filing 20034932, p. 2 |
| HUBB | Hubbell Inc Common Stock (HUBB) ST | Dependent child | P | June 16, 2026 | $1,001 - $15,000 | July 7, 2026 filing 20034932, p. 1 |
| MIDD | The Middleby Corporation - Common Stock (MIDD) ST | Dependent child | S (partial) | June 15, 2026 | $1,001 - $15,000 | July 7, 2026 filing 20034932, p. 2 |
| WAB | Westinghouse Air Brake Technologies Corporation Common Stock (WAB) ST | Dependent child | S (partial) | June 15, 2026 | $1,001 - $15,000 | July 7, 2026 filing 20034932, p. 2 |
| CNM | Core & Main, Inc. Class A Common Stock (CNM) ST | Dependent child | S (partial) | June 12, 2026 | $1,001 - $15,000 | July 7, 2026 filing 20034932, p. 1 |
| CPAY | Corpay, Inc. Common Stock (CPAY) ST | Dependent child | S (partial) | June 12, 2026 | $1,001 - $15,000 | July 7, 2026 filing 20034932, p. 1 |
| LYV | Live Nation Entertainment, Inc. Common Stock (LYV) ST | Dependent child | S (partial) | June 12, 2026 | $1,001 - $15,000 | July 7, 2026 filing 20034932, p. 2 |
| MIDD | The Middleby Corporation - Common Stock (MIDD) ST | Dependent child | S (partial) | June 12, 2026 | $1,001 - $15,000 | July 7, 2026 filing 20034932, p. 2 |
| WAB | Westinghouse Air Brake Technologies Corporation Common Stock (WAB) ST | Dependent child | S (partial) | June 12, 2026 | $1,001 - $15,000 | July 7, 2026 filing 20034932, p. 2 |
| WAB | Westinghouse Air Brake Technologies Corporation Common Stock (WAB) ST | Dependent child | S (partial) | June 10, 2026 | $1,001 - $15,000 | July 7, 2026 filing 20034932, p. 3 |
| HUBB | Hubbell Inc Common Stock (HUBB) ST | Dependent child | P | June 9, 2026 | $1,001 - $15,000 | July 7, 2026 filing 20034932, p. 1 |
| ENTG | Entegris, Inc. - Common Stock (ENTG) ST | Dependent child | P | June 8, 2026 | $1,001 - $15,000 | July 7, 2026 filing 20034932, p. 1 |
| HUBB | Hubbell Inc Common Stock (HUBB) ST | Dependent child | P | June 8, 2026 | $1,001 - $15,000 | July 7, 2026 filing 20034932, p. 1 |
| ENTG | Entegris, Inc. - Common Stock (ENTG) ST | Dependent child | P | June 5, 2026 | $1,001 - $15,000 | July 7, 2026 filing 20034932, p. 1 |
| HUBB | Hubbell Inc Common Stock (HUBB) ST | Dependent child | P | June 4, 2026 | $1,001 - $15,000 | July 7, 2026 filing 20034932, p. 2 |
| WAB | Westinghouse Air Brake Technologies Corporation Common Stock (WAB) ST | Dependent child | S (partial) | June 4, 2026 | $1,001 - $15,000 | July 7, 2026 filing 20034932, p. 2 |
| HUBB | Hubbell Inc Common Stock (HUBB) ST | Dependent child | P | June 3, 2026 | $1,001 - $15,000 | July 7, 2026 filing 20034932, p. 1 |
| LYV | Live Nation Entertainment, Inc. Common Stock (LYV) ST | Dependent child | S (partial) | June 2, 2026 | $1,001 - $15,000 | July 7, 2026 filing 20034932, p. 2 |
| LYV | Live Nation Entertainment, Inc. Common Stock (LYV) ST | Dependent child | S (partial) | June 1, 2026 | $1,001 - $15,000 | July 7, 2026 filing 20034932, p. 2 |
| HUBB | Hubbell Inc Common Stock (HUBB) ST | Dependent child | P | May 29, 2026 | $1,001 - $15,000 | June 5, 2026 filing 20034718, p. 3 |
| CHRW | C.H. Robinson Worldwide, Inc. - Common Stock (CHRW) ST | Dependent child | P | May 28, 2026 | $1,001 - $15,000 | June 5, 2026 filing 20034718, p. 2 |
| EME | EMCOR Group, Inc. Common Stock (EME) ST | Dependent child | S (partial) | May 28, 2026 | $1,001 - $15,000 | June 5, 2026 filing 20034718, p. 2 |
| HUBB | Hubbell Inc Common Stock (HUBB) ST | Dependent child | P | May 28, 2026 | $1,001 - $15,000 | June 5, 2026 filing 20034718, p. 3 |
| MLM | Martin Marietta Materials, Inc. Common Stock (MLM) ST | Dependent child | P | May 28, 2026 | $1,001 - $15,000 | June 5, 2026 filing 20034718, p. 3 |
| TSCO | Tractor Supply Company - Common Stock (TSCO) ST | Dependent child | S (partial) | May 28, 2026 | $1,001 - $15,000 | June 5, 2026 filing 20034718, p. 5 |
| VIK | Viking Holdings Ltd Ordinary Shares (VIK) ST | Dependent child | S (partial) | May 28, 2026 | $1,001 - $15,000 | June 5, 2026 filing 20034718, p. 6 |
| CHRW | C.H. Robinson Worldwide, Inc. - Common Stock (CHRW) ST | Dependent child | P | May 27, 2026 | $1,001 - $15,000 | June 5, 2026 filing 20034718, p. 1 |
| TSCO | Tractor Supply Company - Common Stock (TSCO) ST | Dependent child | S (partial) | May 27, 2026 | $1,001 - $15,000 | June 5, 2026 filing 20034718, p. 5 |
| VIK | Viking Holdings Ltd Ordinary Shares (VIK) ST | Dependent child | S (partial) | May 27, 2026 | $1,001 - $15,000 | June 5, 2026 filing 20034718, p. 5 |
| TSCO | Tractor Supply Company - Common Stock (TSCO) ST | Dependent child | S (partial) | May 26, 2026 | $1,001 - $15,000 | June 5, 2026 filing 20034718, p. 5 |
| TSCO | Tractor Supply Company - Common Stock (TSCO) ST | Dependent child | S (partial) | May 22, 2026 | $1,001 - $15,000 | June 5, 2026 filing 20034718, p. 4 |
| TDG | Transdigm Group Incorporated Common Stock (TDG) ST | Dependent child | P | May 22, 2026 | $1,001 - $15,000 | June 5, 2026 filing 20034718, p. 5 |
| CHRW | C.H. Robinson Worldwide, Inc. - Common Stock (CHRW) ST | Dependent child | P | May 21, 2026 | $1,001 - $15,000 | June 5, 2026 filing 20034718, p. 1 |
| ENTG | Entegris, Inc. - Common Stock (ENTG) ST | Dependent child | P | May 21, 2026 | $1,001 - $15,000 | June 5, 2026 filing 20034718, p. 2 |
| HUBB | Hubbell Inc Common Stock (HUBB) ST | Dependent child | P | May 21, 2026 | $1,001 - $15,000 | June 5, 2026 filing 20034718, p. 3 |
| TDG | Transdigm Group Incorporated Common Stock (TDG) ST | Dependent child | P | May 21, 2026 | $1,001 - $15,000 | June 5, 2026 filing 20034718, p. 5 |
| CDW | CDW Corporation - Common Stock (CDW) ST | Dependent child | S | May 19, 2026 | $1,001 - $15,000 | June 5, 2026 filing 20034718, p. 2 |
| CHRW | C.H. Robinson Worldwide, Inc. - Common Stock (CHRW) ST | Dependent child | S (partial) | May 18, 2026 | $1,001 - $15,000 | June 5, 2026 filing 20034718, p. 1 |
| CDW | CDW Corporation - Common Stock (CDW) ST | Dependent child | S (partial) | May 18, 2026 | $1,001 - $15,000 | June 5, 2026 filing 20034718, p. 2 |
| SCI | Service Corporation International Common Stock (SCI) ST | Dependent child | S (partial) | May 18, 2026 | $1,001 - $15,000 | June 5, 2026 filing 20034718, p. 4 |
| TSCO | Tractor Supply Company - Common Stock (TSCO) ST | Dependent child | S (partial) | May 18, 2026 | $1,001 - $15,000 | June 5, 2026 filing 20034718, p. 5 |
| CHRW | C.H. Robinson Worldwide, Inc. - Common Stock (CHRW) ST | Dependent child | S (partial) | May 15, 2026 | $1,001 - $15,000 | June 5, 2026 filing 20034718, p. 1 |
| CDW | CDW Corporation - Common Stock (CDW) ST | Dependent child | S (partial) | May 15, 2026 | $1,001 - $15,000 | June 5, 2026 filing 20034718, p. 2 |
| SCI | Service Corporation International Common Stock (SCI) ST | Dependent child | S (partial) | May 15, 2026 | $1,001 - $15,000 | June 5, 2026 filing 20034718, p. 4 |
| TSCO | Tractor Supply Company - Common Stock (TSCO) ST | Dependent child | S (partial) | May 15, 2026 | $1,001 - $15,000 | June 5, 2026 filing 20034718, p. 5 |
| BWXT | BWX Technologies, Inc. Common Stock (BWXT) ST | Dependent child | P | May 14, 2026 | $1,001 - $15,000 | June 5, 2026 filing 20034718, p. 1 |
| CDW | CDW Corporation - Common Stock (CDW) ST | Dependent child | S (partial) | May 14, 2026 | $1,001 - $15,000 | June 5, 2026 filing 20034718, p. 2 |
| SCI | Service Corporation International Common Stock (SCI) ST | Dependent child | S (partial) | May 14, 2026 | $1,001 - $15,000 | June 5, 2026 filing 20034718, p. 4 |
| HUBB | Hubbell Inc Common Stock (HUBB) ST | Dependent child | P | May 13, 2026 | $1,001 - $15,000 | June 5, 2026 filing 20034718, p. 3 |
| PWR | Quanta Services, Inc. Common Stock (PWR) ST | Dependent child | S (partial) | May 13, 2026 | $1,001 - $15,000 | June 5, 2026 filing 20034718, p. 4 |
| TDG | Transdigm Group Incorporated Common Stock (TDG) ST | Dependent child | P | May 13, 2026 | $1,001 - $15,000 | June 5, 2026 filing 20034718, p. 5 |
| ENTG | Entegris, Inc. - Common Stock (ENTG) ST | Dependent child | P | May 8, 2026 | $1,001 - $15,000 | June 5, 2026 filing 20034718, p. 2 |
| SCI | Service Corporation International Common Stock (SCI) ST | Dependent child | S (partial) | May 8, 2026 | $1,001 - $15,000 | June 5, 2026 filing 20034718, p. 4 |
| TDG | Transdigm Group Incorporated Common Stock (TDG) ST | Dependent child | P | May 8, 2026 | $1,001 - $15,000 | June 5, 2026 filing 20034718, p. 5 |
| BWXT | BWX Technologies, Inc. Common Stock (BWXT) ST | Dependent child | P | May 7, 2026 | $1,001 - $15,000 | June 5, 2026 filing 20034718, p. 1 |
| ENTG | Entegris, Inc. - Common Stock (ENTG) ST | Dependent child | P | May 7, 2026 | $1,001 - $15,000 | June 5, 2026 filing 20034718, p. 2 |
| FBIN | Fortune Brands Innovations, Inc. Common Stock (FBIN) ST | Dependent child | S | May 7, 2026 | $1,001 - $15,000 | June 5, 2026 filing 20034718, p. 3 |
| SCI | Service Corporation International Common Stock (SCI) ST | Dependent child | S (partial) | May 7, 2026 | $1,001 - $15,000 | June 5, 2026 filing 20034718, p. 4 |
| MIDD | The Middleby Corporation - Common Stock (MIDD) ST | Dependent child | S (partial) | May 7, 2026 | $1,001 - $15,000 | June 5, 2026 filing 20034718, p. 4 |
| TDG | Transdigm Group Incorporated Common Stock (TDG) ST | Dependent child | P | May 7, 2026 | $1,001 - $15,000 | June 5, 2026 filing 20034718, p. 5 |
| FBIN | Fortune Brands Innovations, Inc. Common Stock (FBIN) ST | Dependent child | S (partial) | May 6, 2026 | $1,001 - $15,000 | June 5, 2026 filing 20034718, p. 3 |
| MORN | Morningstar, Inc. - Common Stock (MORN) ST | Dependent child | S (partial) | May 6, 2026 | $1,001 - $15,000 | June 5, 2026 filing 20034718, p. 3 |
| PKG | Packaging Corporation of America Common Stock (PKG) ST | Dependent child | P | May 6, 2026 | $1,001 - $15,000 | June 5, 2026 filing 20034718, p. 4 |
| FBIN | Fortune Brands Innovations, Inc. Common Stock (FBIN) ST | Dependent child | S (partial) | May 4, 2026 | $1,001 - $15,000 | June 5, 2026 filing 20034718, p. 2 |
| MORN | Morningstar, Inc. - Common Stock (MORN) ST | Dependent child | S (partial) | May 4, 2026 | $1,001 - $15,000 | June 5, 2026 filing 20034718, p. 3 |
| CLH | Clean Harbors, Inc. Common Stock (CLH) ST | Dependent child | S (partial) | May 1, 2026 | $1,001 - $15,000 | June 5, 2026 filing 20034718, p. 2 |
| MKL | Markel Group Inc. Common Stock (MKL) ST | Dependent child | P | May 1, 2026 | $1,001 - $15,000 | June 5, 2026 filing 20034718, p. 3 |
| MIDD | The Middleby Corporation - Common Stock (MIDD) ST | Dependent child | S (partial) | May 1, 2026 | $1,001 - $15,000 | June 5, 2026 filing 20034718, p. 4 |
| CLH | Clean Harbors, Inc. Common Stock (CLH) ST | Dependent child | S (partial) | April 30, 2026 | $1,001 - $15,000 | May 6, 2026 filing 20034487, p. 1 |
| MKL | Markel Group Inc. Common Stock (MKL) ST | Dependent child | P | April 30, 2026 | $1,001 - $15,000 | May 6, 2026 filing 20034487, p. 1 |
| MORN | Morningstar, Inc. - Common Stock (MORN) ST | Dependent child | S (partial) | April 30, 2026 | $1,001 - $15,000 | May 6, 2026 filing 20034487, p. 1 |
| SCI | Service Corporation International Common Stock (SCI) ST | Dependent child | S (partial) | April 30, 2026 | $1,001 - $15,000 | May 6, 2026 filing 20034487, p. 2 |
| STE | STERIS plc (STE) ST | Dependent child | P | April 30, 2026 | $1,001 - $15,000 | May 6, 2026 filing 20034487, p. 2 |
| PKG | Packaging Corporation of America Common Stock (PKG) ST | Dependent child | P | April 29, 2026 | $1,001 - $15,000 | May 6, 2026 filing 20034487, p. 2 |
| TDG | Transdigm Group Incorporated Common Stock (TDG) ST | Dependent child | P | April 29, 2026 | $1,001 - $15,000 | May 6, 2026 filing 20034487, p. 2 |
| FBIN | Fortune Brands Innovations, Inc. Common Stock (FBIN) ST | Dependent child | S (partial) | April 24, 2026 | $1,001 - $15,000 | May 6, 2026 filing 20034487, p. 1 |
| NDAQ | Nasdaq, Inc. - Common Stock (NDAQ) ST | Dependent child | P | April 24, 2026 | $1,001 - $15,000 | May 6, 2026 filing 20034487, p. 2 |
| PKG | Packaging Corporation of America Common Stock (PKG) ST | Dependent child | P | April 24, 2026 | $1,001 - $15,000 | May 6, 2026 filing 20034487, p. 2 |
| PAYX | Paychex, Inc. - Common Stock (PAYX) ST | Dependent child | S (partial) | April 21, 2026 | $1,001 - $15,000 | May 6, 2026 filing 20034487, p. 2 |
| TDG | Transdigm Group Incorporated Common Stock (TDG) ST | Dependent child | P | April 20, 2026 | $1,001 - $15,000 | May 6, 2026 filing 20034487, p. 3 |
| VIK | Viking Holdings Ltd Ordinary Shares (VIK) ST | Dependent child | S (partial) | April 20, 2026 | $1,001 - $15,000 | May 6, 2026 filing 20034487, p. 3 |
| BRO | Brown & Brown, Inc. Common Stock (BRO) ST | Dependent child | S (partial) | April 17, 2026 | $1,001 - $15,000 | May 6, 2026 filing 20034487, p. 1 |
| MORN | Morningstar, Inc. - Common Stock (MORN) ST | Dependent child | S (partial) | April 17, 2026 | $1,001 - $15,000 | May 6, 2026 filing 20034487, p. 2 |
| TDG | Transdigm Group Incorporated Common Stock (TDG) ST | Dependent child | P | April 17, 2026 | $1,001 - $15,000 | May 6, 2026 filing 20034487, p. 3 |
| MORN | Morningstar, Inc. - Common Stock (MORN) ST | Dependent child | S (partial) | April 16, 2026 | $1,001 - $15,000 | May 6, 2026 filing 20034487, p. 2 |
| PAYX | Paychex, Inc. - Common Stock (PAYX) ST | Dependent child | S (partial) | April 16, 2026 | $1,001 - $15,000 | May 6, 2026 filing 20034487, p. 2 |
| VIK | Viking Holdings Ltd Ordinary Shares (VIK) ST | Dependent child | S (partial) | April 16, 2026 | $1,001 - $15,000 | May 6, 2026 filing 20034487, p. 3 |
| ENTG | Entegris, Inc. - Common Stock (ENTG) ST | Dependent child | P | April 15, 2026 | $1,001 - $15,000 | May 6, 2026 filing 20034487, p. 1 |
| TDG | Transdigm Group Incorporated Common Stock (TDG) ST | Dependent child | P | April 15, 2026 | $1,001 - $15,000 | May 6, 2026 filing 20034487, p. 3 |
| TECH | Bio-Techne Corp - Common Stock (TECH) ST | Dependent child | S | April 8, 2026 | $1,001 - $15,000 | May 6, 2026 filing 20034487, p. 1 |
| ENTG | Entegris, Inc. - Common Stock (ENTG) ST | Dependent child | P | March 31, 2026 | $1,001 - $15,000 | April 6, 2026 filing 20034299, p. 1 |
| NDAQ | Nasdaq, Inc. - Common Stock (NDAQ) ST | Dependent child | P | March 31, 2026 | $1,001 - $15,000 | April 6, 2026 filing 20034299, p. 2 |
| ROL | Rollins, Inc. Common Stock (ROL) ST | Dependent child | P | March 31, 2026 | $1,001 - $15,000 | April 6, 2026 filing 20034299, p. 2 |
| SGI | Somnigroup International Inc. Common Stock (SGI) ST | Dependent child | P | March 31, 2026 | $1,001 - $15,000 | April 6, 2026 filing 20034299, p. 3 |
| TSCO | Tractor Supply Company - Common Stock (TSCO) ST | Dependent child | P | March 31, 2026 | $1,001 - $15,000 | April 6, 2026 filing 20034299, p. 3 |
| TECH | Bio-Techne Corp - Common Stock (TECH) ST | Dependent child | S (partial) | March 26, 2026 | $1,001 - $15,000 | April 6, 2026 filing 20034299, p. 1 |
| PKG | Packaging Corporation of America Common Stock (PKG) ST | Dependent child | P | March 20, 2026 | $1,001 - $15,000 | April 6, 2026 filing 20034299, p. 2 |
| NDAQ | Nasdaq, Inc. - Common Stock (NDAQ) ST | Dependent child | P | March 18, 2026 | $1,001 - $15,000 | April 6, 2026 filing 20034299, p. 2 |
| PKG | Packaging Corporation of America Common Stock (PKG) ST | Dependent child | P | March 17, 2026 | $1,001 - $15,000 | April 6, 2026 filing 20034299, p. 2 |
| SGI | Somnigroup International Inc. Common Stock (SGI) ST | Dependent child | P | March 16, 2026 | $1,001 - $15,000 | April 6, 2026 filing 20034299, p. 3 |
| STE | STERIS plc (STE) ST | Dependent child | P | March 16, 2026 | $1,001 - $15,000 | April 6, 2026 filing 20034299, p. 3 |
| TSCO | Tractor Supply Company - Common Stock (TSCO) ST | Dependent child | P | March 16, 2026 | $1,001 - $15,000 | April 6, 2026 filing 20034299, p. 3 |
| JLL | Jones Lang LaSalle Incorporated Common Stock (JLL) ST | Dependent child | S | March 13, 2026 | $1,001 - $15,000 | April 6, 2026 filing 20034299, p. 2 |
| SGI | Somnigroup International Inc. Common Stock (SGI) ST | Dependent child | P | March 13, 2026 | $1,001 - $15,000 | April 6, 2026 filing 20034299, p. 3 |
| EME | EMCOR Group, Inc. Common Stock (EME) ST | Dependent child | P | March 10, 2026 | $1,001 - $15,000 | April 6, 2026 filing 20034299, p. 1 |
| NDAQ | Nasdaq, Inc. - Common Stock (NDAQ) ST | Dependent child | P | March 10, 2026 | $1,001 - $15,000 | April 6, 2026 filing 20034299, p. 2 |
| EME | EMCOR Group, Inc. Common Stock (EME) ST | Dependent child | P | March 9, 2026 | $1,001 - $15,000 | April 6, 2026 filing 20034299, p. 1 |
| MLM | Martin Marietta Materials, Inc. Common Stock (MLM) ST | Dependent child | P | March 9, 2026 | $1,001 - $15,000 | April 6, 2026 filing 20034299, p. 2 |
| NDAQ | Nasdaq, Inc. - Common Stock (NDAQ) ST | Dependent child | P | March 9, 2026 | $1,001 - $15,000 | April 6, 2026 filing 20034299, p. 2 |
| SGI | Somnigroup International Inc. Common Stock (SGI) ST | Dependent child | P | March 9, 2026 | $1,001 - $15,000 | April 6, 2026 filing 20034299, p. 3 |
| BJ | BJ's Wholesale Club Holdings, Inc. Common Stock (BJ) ST | Dependent child | S | March 5, 2026 | $1,001 - $15,000 | April 6, 2026 filing 20034299, p. 1 |
| BJ | BJ's Wholesale Club Holdings, Inc. Common Stock (BJ) ST | Dependent child | S (partial) | March 4, 2026 | $1,001 - $15,000 | April 6, 2026 filing 20034299, p. 1 |
| NDAQ | Nasdaq, Inc. - Common Stock (NDAQ) ST | Dependent child | P | March 4, 2026 | $1,001 - $15,000 | April 6, 2026 filing 20034299, p. 2 |
| TSCO | Tractor Supply Company - Common Stock (TSCO) ST | Dependent child | P | March 4, 2026 | $1,001 - $15,000 | April 6, 2026 filing 20034299, p. 3 |
| EME | EMCOR Group, Inc. Common Stock (EME) ST | Dependent child | P | March 3, 2026 | $1,001 - $15,000 | April 6, 2026 filing 20034299, p. 1 |
| JLL | Jones Lang LaSalle Incorporated Common Stock (JLL) ST | Dependent child | S (partial) | March 3, 2026 | $1,001 - $15,000 | April 6, 2026 filing 20034299, p. 1 |
| NDAQ | Nasdaq, Inc. - Common Stock (NDAQ) ST | Dependent child | P | March 3, 2026 | $1,001 - $15,000 | April 6, 2026 filing 20034299, p. 2 |
| EME | EMCOR Group, Inc. Common Stock (EME) ST | Dependent child | P | February 27, 2026 | $1,001 - $15,000 | March 10, 2026 filing 20034159, p. 2 |
| JLL | Jones Lang LaSalle Incorporated Common Stock (JLL) ST | Dependent child | S (partial) | February 27, 2026 | $1,001 - $15,000 | March 10, 2026 filing 20034159, p. 3 |
| NDAQ | Nasdaq, Inc. - Common Stock (NDAQ) ST | Dependent child | P | February 27, 2026 | $1,001 - $15,000 | March 10, 2026 filing 20034159, p. 3 |
| MORN | Morningstar, Inc. - Common Stock (MORN) ST | Dependent child | S (partial) | February 25, 2026 | $1,001 - $15,000 | March 10, 2026 filing 20034159, p. 3 |
| TECH | Bio-Techne Corp - Common Stock (TECH) ST | Dependent child | S (partial) | February 24, 2026 | $1,001 - $15,000 | March 10, 2026 filing 20034159, p. 1 |
| BRO | Brown & Brown, Inc. Common Stock (BRO) ST | Dependent child | S (partial) | February 24, 2026 | $1,001 - $15,000 | March 10, 2026 filing 20034159, p. 1 |
| CDW | CDW Corporation - Common Stock (CDW) ST | Dependent child | S (partial) | February 24, 2026 | $1,001 - $15,000 | March 10, 2026 filing 20034159, p. 2 |
| FBIN | Fortune Brands Innovations, Inc. Common Stock (FBIN) ST | Dependent child | S (partial) | February 24, 2026 | $1,001 - $15,000 | March 10, 2026 filing 20034159, p. 2 |
| JLL | Jones Lang LaSalle Incorporated Common Stock (JLL) ST | Dependent child | S (partial) | February 24, 2026 | $1,001 - $15,000 | March 10, 2026 filing 20034159, p. 3 |
| PAYX | Paychex, Inc. - Common Stock (PAYX) ST | Dependent child | S (partial) | February 24, 2026 | $1,001 - $15,000 | March 10, 2026 filing 20034159, p. 4 |
| ENTG | Entegris, Inc. - Common Stock (ENTG) ST | Dependent child | S (partial) | February 23, 2026 | $1,001 - $15,000 | March 10, 2026 filing 20034159, p. 2 |
| JLL | Jones Lang LaSalle Incorporated Common Stock (JLL) ST | Dependent child | S (partial) | February 23, 2026 | $1,001 - $15,000 | March 10, 2026 filing 20034159, p. 3 |
| PAYX | Paychex, Inc. - Common Stock (PAYX) ST | Dependent child | S (partial) | February 23, 2026 | $1,001 - $15,000 | March 10, 2026 filing 20034159, p. 4 |
| ROL | Rollins, Inc. Common Stock (ROL) ST | Dependent child | P | February 20, 2026 | $1,001 - $15,000 | March 10, 2026 filing 20034159, p. 4 |
| MORN | Morningstar, Inc. - Common Stock (MORN) ST | Dependent child | S (partial) | February 19, 2026 | $1,001 - $15,000 | March 10, 2026 filing 20034159, p. 3 |
| BJ | BJ's Wholesale Club Holdings, Inc. Common Stock (BJ) ST | Dependent child | S (partial) | February 18, 2026 | $1,001 - $15,000 | March 10, 2026 filing 20034159, p. 1 |
| JLL | Jones Lang LaSalle Incorporated Common Stock (JLL) ST | Dependent child | S (partial) | February 18, 2026 | $1,001 - $15,000 | March 10, 2026 filing 20034159, p. 3 |
| ROL | Rollins, Inc. Common Stock (ROL) ST | Dependent child | P | February 18, 2026 | $1,001 - $15,000 | March 10, 2026 filing 20034159, p. 4 |
| MIDD | The Middleby Corporation - Common Stock (MIDD) ST | Dependent child | S (partial) | February 18, 2026 | $1,001 - $15,000 | March 10, 2026 filing 20034159, p. 4 |
| MIDD | The Middleby Corporation - Common Stock (MIDD) ST | Dependent child | S (partial) | February 17, 2026 | $1,001 - $15,000 | March 10, 2026 filing 20034159, p. 4 |
| BJ | BJ's Wholesale Club Holdings, Inc. Common Stock (BJ) ST | Dependent child | S (partial) | February 13, 2026 | $1,001 - $15,000 | March 10, 2026 filing 20034159, p. 1 |
| LH | Labcorp Holdings Inc. Common Stock (LH) ST | Dependent child | P | February 11, 2026 | $1,001 - $15,000 | March 10, 2026 filing 20034159, p. 3 |
| MIDD | The Middleby Corporation - Common Stock (MIDD) ST | Dependent child | S (partial) | February 11, 2026 | $1,001 - $15,000 | March 10, 2026 filing 20034159, p. 4 |
| VIK | Viking Holdings Ltd Ordinary Shares (VIK) ST | Dependent child | S (partial) | February 11, 2026 | $1,001 - $15,000 | March 10, 2026 filing 20034159, p. 5 |
| TSCO | Tractor Supply Company - Common Stock (TSCO) ST | Dependent child | P | February 10, 2026 | $1,001 - $15,000 | March 10, 2026 filing 20034159, p. 5 |
| BJ | BJ's Wholesale Club Holdings, Inc. Common Stock (BJ) ST | Dependent child | S (partial) | February 9, 2026 | $1,001 - $15,000 | March 10, 2026 filing 20034159, p. 1 |
| CHRW | C.H. Robinson Worldwide, Inc. - Common Stock (CHRW) ST | Dependent child | P | February 9, 2026 | $1,001 - $15,000 | March 10, 2026 filing 20034159, p. 2 |
| ENTG | Entegris, Inc. - Common Stock (ENTG) ST | Dependent child | S (partial) | February 9, 2026 | $1,001 - $15,000 | March 10, 2026 filing 20034159, p. 2 |
| SGI | Somnigroup International Inc. Common Stock (SGI) ST | Dependent child | S (partial) | February 9, 2026 | $1,001 - $15,000 | March 10, 2026 filing 20034159, p. 4 |
| VIK | Viking Holdings Ltd Ordinary Shares (VIK) ST | Dependent child | S (partial) | February 9, 2026 | $1,001 - $15,000 | March 10, 2026 filing 20034159, p. 5 |
| BRO | Brown & Brown, Inc. Common Stock (BRO) ST | Dependent child | P | February 6, 2026 | $1,001 - $15,000 | March 10, 2026 filing 20034159, p. 1 |
| CHRW | C.H. Robinson Worldwide, Inc. - Common Stock (CHRW) ST | Dependent child | P | February 6, 2026 | $1,001 - $15,000 | March 10, 2026 filing 20034159, p. 2 |
| MORN | Morningstar, Inc. - Common Stock (MORN) ST | Dependent child | S (partial) | February 6, 2026 | $1,001 - $15,000 | March 10, 2026 filing 20034159, p. 3 |
| STE | STERIS plc (STE) ST | Dependent child | P | February 6, 2026 | $1,001 - $15,000 | March 10, 2026 filing 20034159, p. 4 |
| BJ | BJ's Wholesale Club Holdings, Inc. Common Stock (BJ) ST | Dependent child | S (partial) | February 5, 2026 | $1,001 - $15,000 | March 10, 2026 filing 20034159, p. 1 |
| CHRW | C.H. Robinson Worldwide, Inc. - Common Stock (CHRW) ST | Dependent child | P | February 5, 2026 | $1,001 - $15,000 | March 10, 2026 filing 20034159, p. 2 |
| EME | EMCOR Group, Inc. Common Stock (EME) ST | Dependent child | P | February 4, 2026 | $1,001 - $15,000 | March 10, 2026 filing 20034159, p. 2 |
| LH | Labcorp Holdings Inc. Common Stock (LH) ST | Dependent child | P | February 4, 2026 | $1,001 - $15,000 | March 10, 2026 filing 20034159, p. 3 |
| VIK | Viking Holdings Ltd Ordinary Shares (VIK) ST | Dependent child | S (partial) | February 3, 2026 | $1,001 - $15,000 | March 10, 2026 filing 20034159, p. 5 |
| BJ | BJ's Wholesale Club Holdings, Inc. Common Stock (BJ) ST | Dependent child | S (partial) | February 2, 2026 | $1,001 - $15,000 | March 10, 2026 filing 20034159, p. 1 |
| PTC | PTC Inc. - Common Stock (PTC) ST | Dependent child | S | January 30, 2026 | $1,001 - $15,000 | February 2, 2026 filing 20033921, p. 1 |
| WAB | Westinghouse Air Brake Technologies Corporation Common Stock (WAB) ST | Dependent child | S (partial) | January 30, 2026 | $1,001 - $15,000 | February 2, 2026 filing 20033921, p. 2 |
| TRMB | Trimble Inc. - Common Stock (TRMB) ST | Dependent child | S (partial) | January 29, 2026 | $1,001 - $15,000 | February 2, 2026 filing 20033921, p. 2 |
| TECH | Bio-Techne Corp - Common Stock (TECH) ST | Dependent child | S (partial) | January 28, 2026 | $1,001 - $15,000 | February 2, 2026 filing 20033921, p. 1 |
| BJ | BJ's Wholesale Club Holdings, Inc. Common Stock (BJ) ST | Dependent child | S (partial) | January 28, 2026 | $1,001 - $15,000 | February 2, 2026 filing 20033921, p. 1 |
| LH | Labcorp Holdings Inc. Common Stock (LH) ST | Dependent child | P | January 28, 2026 | $1,001 - $15,000 | February 2, 2026 filing 20033921, p. 1 |
| TRMB | Trimble Inc. - Common Stock (TRMB) ST | Dependent child | S (partial) | January 28, 2026 | $1,001 - $15,000 | February 2, 2026 filing 20033921, p. 2 |
| PTC | PTC Inc. - Common Stock (PTC) ST | Dependent child | S (partial) | January 23, 2026 | $1,001 - $15,000 | February 2, 2026 filing 20033921, p. 1 |
| SGI | Somnigroup International Inc. Common Stock (SGI) ST | Dependent child | S (partial) | January 22, 2026 | $1,001 - $15,000 | February 2, 2026 filing 20033921, p. 2 |
| WAB | Westinghouse Air Brake Technologies Corporation Common Stock (WAB) ST | Dependent child | S (partial) | January 22, 2026 | $1,001 - $15,000 | February 2, 2026 filing 20033921, p. 2 |
| MORN | Morningstar, Inc. - Common Stock (MORN) ST | Dependent child | S (partial) | January 15, 2026 | $1,001 - $15,000 | February 2, 2026 filing 20033921, p. 1 |
| WAB | Westinghouse Air Brake Technologies Corporation Common Stock (WAB) ST | Dependent child | S (partial) | January 14, 2026 | $1,001 - $15,000 | February 2, 2026 filing 20033921, p. 2 |
| IDXX | IDEXX Laboratories, Inc. - Common Stock (IDXX) ST | Dependent child | S | January 13, 2026 | $1,001 - $15,000 | February 2, 2026 filing 20033921, p. 1 |
| VIK | Viking Holdings Ltd Ordinary Shares (VIK) ST | Dependent child | S (partial) | January 13, 2026 | $1,001 - $15,000 | February 2, 2026 filing 20033921, p. 2 |
| SGI | Somnigroup International Inc. Common Stock (SGI) ST | Dependent child | S (partial) | January 12, 2026 | $1,001 - $15,000 | February 2, 2026 filing 20033921, p. 1 |
| BRO | Brown & Brown, Inc. Common Stock (BRO) ST | Dependent child | P | December 12, 2025 | $1,001 - $15,000 | January 5, 2026 filing 20033737, p. 1 |
| TSCO | Tractor Supply Company - Common Stock (TSCO) ST | Dependent child | P | December 12, 2025 | $1,001 - $15,000 | January 5, 2026 filing 20033737, p. 2 |
| TECH | Bio-Techne Corp - Common Stock (TECH) ST | Dependent child | P | December 5, 2025 | $1,001 - $15,000 | January 5, 2026 filing 20033737, p. 1 |
| BRO | Brown & Brown, Inc. Common Stock (BRO) ST | Dependent child | P | December 5, 2025 | $1,001 - $15,000 | January 5, 2026 filing 20033737, p. 1 |
| CDW | CDW Corporation - Common Stock (CDW) ST | Dependent child | S (partial) | December 5, 2025 | $1,001 - $15,000 | January 5, 2026 filing 20033737, p. 1 |
| PTC | PTC Inc. - Common Stock (PTC) ST | Dependent child | S (partial) | December 5, 2025 | $1,001 - $15,000 | January 5, 2026 filing 20033737, p. 2 |
| CLH | Clean Harbors, Inc. Common Stock (CLH) ST | Dependent child | P | December 3, 2025 | $1,001 - $15,000 | January 5, 2026 filing 20033737, p. 1 |
| TECH | Bio-Techne Corp - Common Stock (TECH) ST | Dependent child | P | December 2, 2025 | $1,001 - $15,000 | January 5, 2026 filing 20033737, p. 1 |
| CDW | CDW Corporation - Common Stock (CDW) ST | Dependent child | S (partial) | December 2, 2025 | $1,001 - $15,000 | January 5, 2026 filing 20033737, p. 1 |
| IDXX | IDEXX Laboratories, Inc. - Common Stock (IDXX) ST | Dependent child | S (partial) | December 2, 2025 | $1,001 - $15,000 | January 5, 2026 filing 20033737, p. 1 |
| LYV | Live Nation Entertainment, Inc. Common Stock (LYV) ST | Dependent child | P | December 2, 2025 | $1,001 - $15,000 | January 5, 2026 filing 20033737, p. 2 |
| MLM | Martin Marietta Materials, Inc. Common Stock (MLM) ST | Dependent child | P | December 2, 2025 | $1,001 - $15,000 | January 5, 2026 filing 20033737, p. 2 |
| PTC | PTC Inc. - Common Stock (PTC) ST | Dependent child | S (partial) | December 2, 2025 | $1,001 - $15,000 | January 5, 2026 filing 20033737, p. 2 |
| PWR | Quanta Services, Inc. Common Stock (PWR) ST | Dependent child | S (partial) | December 2, 2025 | $1,001 - $15,000 | January 5, 2026 filing 20033737, p. 2 |
| TDY | Teledyne Technologies Incorporated Common Stock (TDY) ST | Dependent child | S (partial) | December 2, 2025 | $1,001 - $15,000 | January 5, 2026 filing 20033737, p. 2 |
| TSCO | Tractor Supply Company - Common Stock (TSCO) ST | Dependent child | P | December 2, 2025 | $1,001 - $15,000 | January 5, 2026 filing 20033737, p. 2 |
| BRO | Brown & Brown, Inc. Common Stock (BRO) ST | Dependent child | P | November 20, 2025 | $1,001 - $15,000 | December 8, 2025 filing 20033604, p. 1 |
| EME | EMCOR Group, Inc. Common Stock (EME) ST | Dependent child | S (partial) | November 17, 2025 | $1,001 - $15,000 | December 8, 2025 filing 20033604, p. 1 |
| LH | Labcorp Holdings Inc. Common Stock (LH) ST | Dependent child | P | November 17, 2025 | $1,001 - $15,000 | December 8, 2025 filing 20033604, p. 1 |
| PWR | Quanta Services, Inc. Common Stock (PWR) ST | Dependent child | S (partial) | November 17, 2025 | $1,001 - $15,000 | December 8, 2025 filing 20033604, p. 1 |
| MKL | Markel Group Inc. Common Stock (MKL) ST | Dependent child | P | November 3, 2025 | $1,001 - $15,000 | December 8, 2025 filing 20033604, p. 1 |
| BRO | Brown & Brown, Inc. Common Stock (BRO) ST | Dependent child | P | October 31, 2025 | $1,001 - $15,000 | November 4, 2025 filing 20033408, p. 1 |
| FBIN | Fortune Brands Innovations, Inc. Common Stock (FBIN) ST | Dependent child | S (partial) | October 31, 2025 | $1,001 - $15,000 | November 4, 2025 filing 20033408, p. 1 |
| LH | Labcorp Holdings Inc. Common Stock (LH) ST | Dependent child | P | October 31, 2025 | $1,001 - $15,000 | November 4, 2025 filing 20033408, p. 2 |
| TDY | Teledyne Technologies Incorporated Common Stock (TDY) ST | Dependent child | S (partial) | October 31, 2025 | $1,001 - $15,000 | November 4, 2025 filing 20033408, p. 2 |
| TSCO | Tractor Supply Company - Common Stock (TSCO) ST | Dependent child | P | October 31, 2025 | $1,001 - $15,000 | November 4, 2025 filing 20033408, p. 2 |
| BRO | Brown & Brown, Inc. Common Stock (BRO) ST | Dependent child | P | October 29, 2025 | $1,001 - $15,000 | November 4, 2025 filing 20033408, p. 1 |
| FBIN | Fortune Brands Innovations, Inc. Common Stock (FBIN) ST | Dependent child | S (partial) | October 29, 2025 | $1,001 - $15,000 | November 4, 2025 filing 20033408, p. 1 |
| IDXX | IDEXX Laboratories, Inc. - Common Stock (IDXX) ST | Dependent child | S (partial) | October 29, 2025 | $1,001 - $15,000 | November 4, 2025 filing 20033408, p. 1 |
| LH | Labcorp Holdings Inc. Common Stock (LH) ST | Dependent child | P | October 29, 2025 | $1,001 - $15,000 | November 4, 2025 filing 20033408, p. 2 |
| TECH | Bio-Techne Corp - Common Stock (TECH) ST | Dependent child | P | October 22, 2025 | $1,001 - $15,000 | November 4, 2025 filing 20033408, p. 1 |
| MIDD | The Middleby Corporation - Common Stock (MIDD) ST | Dependent child | S (partial) | October 22, 2025 | $1,001 - $15,000 | November 4, 2025 filing 20033408, p. 2 |
| BJ | BJ's Wholesale Club Holdings, Inc. Common Stock (BJ) ST | Dependent child | P | October 16, 2025 | $1,001 - $15,000 | November 4, 2025 filing 20033408, p. 1 |
| IDXX | IDEXX Laboratories, Inc. - Common Stock (IDXX) ST | Dependent child | S (partial) | October 16, 2025 | $1,001 - $15,000 | November 4, 2025 filing 20033408, p. 2 |
| BJ | BJ's Wholesale Club Holdings, Inc. Common Stock (BJ) ST | Dependent child | P | October 15, 2025 | $1,001 - $15,000 | November 4, 2025 filing 20033408, p. 1 |
| NDAQ | Nasdaq, Inc. - Common Stock (NDAQ) ST | Dependent child | P | October 9, 2025 | $1,001 - $15,000 | November 4, 2025 filing 20033408, p. 2 |
| PAYX | Paychex, Inc. - Common Stock (PAYX) ST | Dependent child | P | October 1, 2025 | $1,001 - $15,000 | November 4, 2025 filing 20033408, p. 2 |
| SGI | Somnigroup International Inc. Common Stock (SGI) ST | Dependent child | S (partial) | September 19, 2025 | $1,001 - $15,000 | October 6, 2025 filing 20032233, p. 1 |
| BRO | Brown & Brown, Inc. Common Stock (BRO) ST | Dependent child | P | September 18, 2025 | $1,001 - $15,000 | October 6, 2025 filing 20032233, p. 1 |
| JLL | Jones Lang LaSalle Incorporated Common Stock (JLL) ST | Dependent child | P | September 18, 2025 | $1,001 - $15,000 | October 6, 2025 filing 20032233, p. 1 |
| STE | STERIS plc (STE) ST | Dependent child | P | September 18, 2025 | $1,001 - $15,000 | October 6, 2025 filing 20032233, p. 1 |
| MIDD | The Middleby Corporation - Common Stock (MIDD) ST | Dependent child | S (partial) | September 18, 2025 | $1,001 - $15,000 | October 6, 2025 filing 20032233, p. 1 |
| DAY | Dayforce, Inc. Common Stock (DAY) ST | Dependent child | S | September 11, 2025 | $1,001 - $15,000 | October 6, 2025 filing 20032233, p. 1 |
| STE | STERIS plc (STE) ST | Dependent child | P | September 11, 2025 | $1,001 - $15,000 | October 6, 2025 filing 20032233, p. 1 |
| BJ | BJ's Wholesale Club Holdings, Inc. Common Stock (BJ) ST | Dependent child | P | August 25, 2025 | $1,001 - $15,000 | September 2, 2025 filing 20031013, p. 1 |
| VIK | Viking Holdings Ltd Ordinary Shares (VIK) ST | Dependent child | S (partial) | August 13, 2025 | $1,001 - $15,000 | September 2, 2025 filing 20031013, p. 2 |
| CLH | Clean Harbors, Inc. Common Stock (CLH) ST | Dependent child | S (partial) | August 7, 2025 | $1,001 - $15,000 | September 2, 2025 filing 20031013, p. 1 |
| IDXX | IDEXX Laboratories, Inc. - Common Stock (IDXX) ST | Dependent child | S (partial) | August 7, 2025 | $1,001 - $15,000 | September 2, 2025 filing 20031013, p. 1 |
| JLL | Jones Lang LaSalle Incorporated Common Stock (JLL) ST | Dependent child | P | August 7, 2025 | $1,001 - $15,000 | September 2, 2025 filing 20031013, p. 2 |
| MKL | Markel Group Inc. Common Stock (MKL) ST | Dependent child | P | August 7, 2025 | $1,001 - $15,000 | September 2, 2025 filing 20031013, p. 2 |
| TECH | Bio-Techne Corp - Common Stock (TECH) ST | Dependent child | S (partial) | August 1, 2025 | $1,001 - $15,000 | September 2, 2025 filing 20031013, p. 1 |
| IDXX | IDEXX Laboratories, Inc. - Common Stock (IDXX) ST | Dependent child | S (partial) | August 1, 2025 | $1,001 - $15,000 | September 2, 2025 filing 20031013, p. 1 |
| MLM | Martin Marietta Materials, Inc. Common Stock (MLM) ST | Dependent child | S (partial) | August 1, 2025 | $1,001 - $15,000 | September 2, 2025 filing 20031013, p. 2 |
| ENTG | Entegris, Inc. - Common Stock (ENTG) ST | Dependent child | S (partial) | July 28, 2025 | $1,001 - $15,000 | August 5, 2025 filing 20030832, p. 1 |
| BRO | Brown & Brown, Inc. Common Stock (BRO) ST | Dependent child | P | July 25, 2025 | $1,001 - $15,000 | August 5, 2025 filing 20030832, p. 1 |
| MKL | Markel Group Inc. Common Stock (MKL) ST | Dependent child | P | July 25, 2025 | $1,001 - $15,000 | August 5, 2025 filing 20030832, p. 1 |
| PAYX | Paychex, Inc. - Common Stock (PAYX) ST | Dependent child | P | July 23, 2025 | $1,001 - $15,000 | August 5, 2025 filing 20030832, p. 1 |
| PTC | PTC Inc. - Common Stock (PTC) ST | Dependent child | P | July 11, 2025 | $1,001 - $15,000 | August 5, 2025 filing 20030832, p. 2 |
| CDW | CDW Corporation - Common Stock (CDW) ST | Dependent child | P | July 9, 2025 | $1,001 - $15,000 | August 5, 2025 filing 20030832, p. 1 |
| ENTG | Entegris, Inc. - Common Stock (ENTG) ST | Dependent child | S (partial) | July 9, 2025 | $1,001 - $15,000 | August 5, 2025 filing 20030832, p. 1 |
| IDXX | IDEXX Laboratories, Inc. - Common Stock (IDXX) ST | Dependent child | S (partial) | July 9, 2025 | $1,001 - $15,000 | August 5, 2025 filing 20030832, p. 1 |
| MKL | Markel Group Inc. Common Stock (MKL) ST | Dependent child | P | July 9, 2025 | $1,001 - $15,000 | August 5, 2025 filing 20030832, p. 1 |
| PAYX | Paychex, Inc. - Common Stock (PAYX) ST | Dependent child | P | June 26, 2025 | $1,001 - $15,000 | July 2, 2025 filing 20030592, p. 1 |
| STE | STERIS plc (STE) ST | Dependent child | S (partial) | June 26, 2025 | $1,001 - $15,000 | July 2, 2025 filing 20030592, p. 1 |
| CLH | Clean Harbors, Inc. Common Stock (CLH) ST | Dependent child | S (partial) | June 20, 2025 | $1,001 - $15,000 | July 2, 2025 filing 20030592, p. 1 |
| MKL | Markel Group Inc. Common Stock (MKL) ST | Dependent child | P | June 6, 2025 | $1,001 - $15,000 | July 2, 2025 filing 20030592, p. 1 |
| TSCO | Tractor Supply Company - Common Stock (TSCO) ST | Dependent child | P | June 6, 2025 | $1,001 - $15,000 | July 2, 2025 filing 20030592, p. 1 |
| TTC | Toro Company (TTC) ST | Dependent child | S | May 28, 2025 | $1,001 - $15,000 | June 2, 2025 filing 20030442, p. 1 |
| DAY | Dayforce, Inc. Common Stock (DAY) ST | Dependent child | S (partial) | May 27, 2025 | $1,001 - $15,000 | June 2, 2025 filing 20030442, p. 1 |
| MKL | Markel Group Inc. Common Stock (MKL) ST | Dependent child | P | May 27, 2025 | $1,001 - $15,000 | June 2, 2025 filing 20030442, p. 1 |
| TSCO | Tractor Supply Company - Common Stock (TSCO) ST | Dependent child | P | May 27, 2025 | $1,001 - $15,000 | June 2, 2025 filing 20030442, p. 1 |
| TECH | Bio-Techne Corp - Common Stock (TECH) ST | Dependent child | S (partial) | May 26, 2025 | $1,001 - $15,000 | July 2, 2025 filing 20030592, p. 1 |
| MKL | Markel Group Inc. Common Stock (MKL) ST | Dependent child | P | May 13, 2025 | $1,001 - $15,000 | June 2, 2025 filing 20030442, p. 1 |
| TSCO | Tractor Supply Company - Common Stock (TSCO) ST | Dependent child | P | May 13, 2025 | $1,001 - $15,000 | June 2, 2025 filing 20030442, p. 2 |
| DAY | Dayforce, Inc. Common Stock (DAY) ST | Dependent child | S (partial) | May 7, 2025 | $1,001 - $15,000 | June 2, 2025 filing 20030442, p. 1 |
| MKL | Markel Group Inc. Common Stock (MKL) ST | Dependent child | P | May 7, 2025 | $1,001 - $15,000 | June 2, 2025 filing 20030442, p. 1 |
| TSCO | Tractor Supply Company - Common Stock (TSCO) ST | Dependent child | P | May 5, 2025 | $1,001 - $15,000 | June 2, 2025 filing 20030442, p. 2 |
| TECH | Bio-Techne Corp - Common Stock (TECH) ST | Dependent child | P | April 29, 2025 | $1,001 - $15,000 | May 2, 2025 filing 20030265, p. 1 |
| TTC | Toro Company (TTC) ST | Dependent child | S (partial) | April 29, 2025 | $1,001 - $15,000 | May 2, 2025 filing 20030265, p. 2 |
| DAY | Dayforce, Inc. Common Stock (DAY) ST | Dependent child | S (partial) | April 28, 2025 | $1,001 - $15,000 | May 2, 2025 filing 20030265, p. 2 |
| MKL | Markel Group Inc. Common Stock (MKL) ST | Dependent child | P | April 24, 2025 | $1,001 - $15,000 | May 2, 2025 filing 20030265, p. 2 |
| AOS | A.O. Smith Corporation Common Stock (AOS) ST | Dependent child | S | April 16, 2025 | $1,001 - $15,000 | May 2, 2025 filing 20030265, p. 1 |
| AOS | A.O. Smith Corporation Common Stock (AOS) ST | Dependent child | S (partial) | April 10, 2025 | $1,001 - $15,000 | May 2, 2025 filing 20030265, p. 1 |
| TTC | Toro Company (TTC) ST | Dependent child | S (partial) | April 10, 2025 | $1,001 - $15,000 | May 2, 2025 filing 20030265, p. 3 |
| TECH | Bio-Techne Corp - Common Stock (TECH) ST | Dependent child | P | April 9, 2025 | $1,001 - $15,000 | May 2, 2025 filing 20030265, p. 1 |
| BJ | BJ's Wholesale Club Holdings, Inc. Common Stock (BJ) ST | Dependent child | P | April 9, 2025 | $1,001 - $15,000 | May 2, 2025 filing 20030265, p. 1 |
| IDXX | IDEXX Laboratories, Inc. - Common Stock (IDXX) ST | Dependent child | P | April 9, 2025 | $1,001 - $15,000 | May 2, 2025 filing 20030265, p. 2 |
| MKL | Markel Group Inc. Common Stock (MKL) ST | Dependent child | P | April 9, 2025 | $1,001 - $15,000 | May 2, 2025 filing 20030265, p. 2 |
| PAYX | Paychex, Inc. - Common Stock (PAYX) ST | Dependent child | P | April 9, 2025 | $1,001 - $15,000 | May 2, 2025 filing 20030265, p. 2 |
| CNM | Core & Main, Inc. Class A Common Stock (CNM) ST | Dependent child | P | April 7, 2025 | $1,001 - $15,000 | May 2, 2025 filing 20030265, p. 2 |
| IDXX | IDEXX Laboratories, Inc. - Common Stock (IDXX) ST | Dependent child | P | April 7, 2025 | $1,001 - $15,000 | May 2, 2025 filing 20030265, p. 2 |
| BJ | BJ's Wholesale Club Holdings, Inc. Common Stock (BJ) ST | Dependent child | P | April 4, 2025 | $1,001 - $15,000 | May 2, 2025 filing 20030265, p. 1 |
| IDXX | IDEXX Laboratories, Inc. - Common Stock (IDXX) ST | Dependent child | P | April 4, 2025 | $1,001 - $15,000 | May 2, 2025 filing 20030265, p. 2 |
| CACI | CACI International, Inc. Class A Common Stock (CACI) ST | Dependent child | S | April 2, 2025 | $1,001 - $15,000 | May 2, 2025 filing 20030265, p. 1 |
| TTC | Toro Company (TTC) ST | Dependent child | S (partial) | April 2, 2025 | $1,001 - $15,000 | May 2, 2025 filing 20030265, p. 3 |
| BJ | BJ's Wholesale Club Holdings, Inc. Common Stock (BJ) ST | Dependent child | P | April 1, 2025 | $1,001 - $15,000 | May 2, 2025 filing 20030265, p. 1 |
| IDXX | IDEXX Laboratories, Inc. - Common Stock (IDXX) ST | Dependent child | P | April 1, 2025 | $1,001 - $15,000 | May 2, 2025 filing 20030265, p. 2 |
| PTC | PTC Inc. - Common Stock (PTC) ST | Dependent child | S (partial) | April 1, 2025 | $1,001 - $15,000 | May 2, 2025 filing 20030265, p. 2 |
| WAB | Westinghouse Air Brake Technologies Corporation Common Stock (WAB) ST | Dependent child | S (partial) | March 25, 2025 | $1,001 - $15,000 | April 2, 2025 filing 20029059, p. 2 |
| TTC | Toro Company (TTC) ST | Dependent child | S (partial) | March 20, 2025 | $1,001 - $15,000 | April 2, 2025 filing 20029059, p. 2 |
| BJ | BJ's Wholesale Club Holdings, Inc. Common Stock (BJ) ST | Dependent child | P | March 17, 2025 | $1,001 - $15,000 | April 2, 2025 filing 20029059, p. 1 |
| BJ | BJ's Wholesale Club Holdings, Inc. Common Stock (BJ) ST | Dependent child | P | March 14, 2025 | $1,001 - $15,000 | April 2, 2025 filing 20029059, p. 1 |
| IDXX | IDEXX Laboratories, Inc. - Common Stock (IDXX) ST | Dependent child | P | March 14, 2025 | $1,001 - $15,000 | April 2, 2025 filing 20029059, p. 1 |
| JLL | Jones Lang LaSalle Incorporated Common Stock (JLL) ST | Dependent child | P | March 14, 2025 | $1,001 - $15,000 | April 2, 2025 filing 20029059, p. 2 |
| CPAY | Corpay, Inc. Common Stock (CPAY) ST | Dependent child | P | March 13, 2025 | $1,001 - $15,000 | April 2, 2025 filing 20029059, p. 1 |
| JLL | Jones Lang LaSalle Incorporated Common Stock (JLL) ST | Dependent child | P | March 10, 2025 | $1,001 - $15,000 | April 2, 2025 filing 20029059, p. 2 |
| MKL | Markel Group Inc. Common Stock (MKL) ST | Dependent child | P | March 10, 2025 | $1,001 - $15,000 | April 2, 2025 filing 20029059, p. 2 |
| JLL | Jones Lang LaSalle Incorporated Common Stock (JLL) ST | Dependent child | P | March 7, 2025 | $1,001 - $15,000 | April 2, 2025 filing 20029059, p. 2 |
| AOS | A.O. Smith Corporation Common Stock (AOS) ST | Dependent child | S (partial) | March 6, 2025 | $1,001 - $15,000 | April 2, 2025 filing 20029059, p. 1 |
| MKL | Markel Group Inc. Common Stock (MKL) ST | Dependent child | P | March 6, 2025 | $1,001 - $15,000 | April 2, 2025 filing 20029059, p. 2 |
| ITT | ITT Inc. Common Stock (ITT) ST | Dependent child | P | March 5, 2025 | $1,001 - $15,000 | April 2, 2025 filing 20029059, p. 1 |
| JLL | Jones Lang LaSalle Incorporated Common Stock (JLL) ST | Dependent child | P | March 5, 2025 | $1,001 - $15,000 | April 2, 2025 filing 20029059, p. 1 |
| VIK | Viking Holdings Ltd Ordinary Shares (VIK) ST | Dependent child | P | March 5, 2025 | $1,001 - $15,000 | April 2, 2025 filing 20029059, p. 2 |
| LH | Labcorp Holdings Inc. Common Stock (LH) ST | Dependent child | P | February 28, 2025 | $1,001 - $15,000 | March 20, 2025 filing 20027975, p. 3 |
| TPX | Tempur Sealy International, Inc. Common Stock (TPX) ST | Dependent child | S (partial) | February 28, 2025 | $1,001 - $15,000 | March 20, 2025 filing 20027975, p. 4 |
| CACI | CACI International, Inc. Class A Common Stock (CACI) ST | Dependent child | P | February 27, 2025 | $1,001 - $15,000 | March 20, 2025 filing 20027975, p. 1 |
| LH | Labcorp Holdings Inc. Common Stock (LH) ST | Dependent child | P | February 27, 2025 | $1,001 - $15,000 | March 20, 2025 filing 20027975, p. 3 |
| PAYX | Paychex, Inc. - Common Stock (PAYX) ST | Dependent child | P | February 27, 2025 | $1,001 - $15,000 | March 20, 2025 filing 20027975, p. 3 |
| CACI | CACI International, Inc. Class A Common Stock (CACI) ST | Dependent child | S (partial) | February 22, 2025 | $1,001 - $15,000 | March 20, 2025 filing 20027975, p. 1 |
| CPAY | Corpay, Inc. Common Stock (CPAY) ST | Dependent child | P | February 22, 2025 | $1,001 - $15,000 | March 20, 2025 filing 20027975, p. 2 |
| TPX | Tempur Sealy International, Inc. Common Stock (TPX) ST | Dependent child | S (partial) | February 22, 2025 | $1,001 - $15,000 | March 20, 2025 filing 20027975, p. 3 |
| PAYX | Paychex, Inc. - Common Stock (PAYX) ST | Dependent child | P | February 21, 2025 | $1,001 - $15,000 | March 20, 2025 filing 20027975, p. 3 |
| TPX | Tempur Sealy International, Inc. Common Stock (TPX) ST | Dependent child | S (partial) | February 21, 2025 | $1,001 - $15,000 | March 20, 2025 filing 20027975, p. 4 |
| CACI | CACI International, Inc. Class A Common Stock (CACI) ST | Dependent child | S (partial) | February 18, 2025 | $1,001 - $15,000 | March 20, 2025 filing 20027975, p. 1 |
| ENTG | Entegris, Inc. - Common Stock (ENTG) ST | Dependent child | P | February 17, 2025 | $1,001 - $15,000 | March 20, 2025 filing 20027975, p. 2 |
| FBIN | Fortune Brands Innovations, Inc. Common Stock (FBIN) ST | Dependent child | P | February 17, 2025 | $1,001 - $15,000 | March 20, 2025 filing 20027975, p. 2 |
| LH | Labcorp Holdings Inc. Common Stock (LH) ST | Dependent child | P | February 17, 2025 | $1,001 - $15,000 | March 20, 2025 filing 20027975, p. 2 |
| TPX | Tempur Sealy International, Inc. Common Stock (TPX) ST | Dependent child | S (partial) | February 17, 2025 | $1,001 - $15,000 | March 20, 2025 filing 20027975, p. 4 |
| VIK | Viking Holdings Ltd Ordinary Shares (VIK) ST | Dependent child | P | February 17, 2025 | $1,001 - $15,000 | March 20, 2025 filing 20027975, p. 4 |
| TPX | Tempur Sealy International, Inc. Common Stock (TPX) ST | Dependent child | S (partial) | February 16, 2025 | $1,001 - $15,000 | March 20, 2025 filing 20027975, p. 4 |
| TPX | Tempur Sealy International, Inc. Common Stock (TPX) ST | Dependent child | S (partial) | February 15, 2025 | $1,001 - $15,000 | March 20, 2025 filing 20027975, p. 4 |
| LYV | Live Nation Entertainment, Inc. Common Stock (LYV) ST | Dependent child | S (partial) | February 14, 2025 | $1,001 - $15,000 | March 20, 2025 filing 20027975, p. 3 |
| BRO | Brown & Brown, Inc. Common Stock (BRO) ST | Dependent child | S (partial) | February 10, 2025 | $1,001 - $15,000 | March 20, 2025 filing 20027975, p. 1 |
| CLH | Clean Harbors, Inc. Common Stock (CLH) ST | Dependent child | S (partial) | February 10, 2025 | $1,001 - $15,000 | March 20, 2025 filing 20027975, p. 2 |
| TRMB | Trimble Inc. - Common Stock (TRMB) ST | Dependent child | S (partial) | February 10, 2025 | $1,001 - $15,000 | March 20, 2025 filing 20027975, p. 4 |
| PAYX | Paychex, Inc. - Common Stock (PAYX) ST | Dependent child | P | February 9, 2025 | $1,001 - $15,000 | March 20, 2025 filing 20027975, p. 3 |
| TSCO | Tractor Supply Company - Common Stock (TSCO) ST | Dependent child | P | February 9, 2025 | $1,001 - $15,000 | March 20, 2025 filing 20027975, p. 4 |
| CNM | Core & Main, Inc. Class A Common Stock (CNM) ST | Dependent child | P | February 8, 2025 | $1,001 - $15,000 | March 20, 2025 filing 20027975, p. 2 |
| FBIN | Fortune Brands Innovations, Inc. Common Stock (FBIN) ST | Dependent child | P | February 8, 2025 | $1,001 - $15,000 | March 20, 2025 filing 20027975, p. 2 |
| LH | Labcorp Holdings Inc. Common Stock (LH) ST | Dependent child | P | February 8, 2025 | $1,001 - $15,000 | March 20, 2025 filing 20027975, p. 2 |
| CLH | Clean Harbors, Inc. Common Stock (CLH) ST | Dependent child | S (partial) | February 7, 2025 | $1,001 - $15,000 | March 20, 2025 filing 20027975, p. 2 |
| BRO | Brown & Brown, Inc. Common Stock (BRO) ST | Dependent child | S (partial) | February 6, 2025 | $1,001 - $15,000 | March 20, 2025 filing 20027975, p. 1 |
| CDW | CDW Corporation - Common Stock (CDW) ST | Dependent child | P | February 6, 2025 | $1,001 - $15,000 | March 20, 2025 filing 20027975, p. 1 |
| CPAY | Corpay, Inc. Common Stock (CPAY) ST | Dependent child | P | February 6, 2025 | $1,001 - $15,000 | March 20, 2025 filing 20027975, p. 2 |
| BRO | Brown & Brown, Inc. Common Stock (BRO) ST | Dependent child | S (partial) | February 5, 2025 | $1,001 - $15,000 | March 20, 2025 filing 20027975, p. 1 |
| LH | Labcorp Holdings Inc. Common Stock (LH) ST | Dependent child | P | February 5, 2025 | $1,001 - $15,000 | March 20, 2025 filing 20027975, p. 3 |
| PAYX | Paychex, Inc. - Common Stock (PAYX) ST | Dependent child | P | February 5, 2025 | $1,001 - $15,000 | March 20, 2025 filing 20027975, p. 3 |
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.
- September 9, 2026 Periodic transaction report (2026), filing 20035408 itemised above
- September 8, 2026 Annual report (FD Original) (2025), filing 10074769 itemised above
- August 3, 2026 Periodic transaction report (2026), filing 20035118 itemised above
- July 7, 2026 Periodic transaction report (2026), filing 20034932 itemised above
- June 5, 2026 Periodic transaction report (2026), filing 20034718 itemised above
- May 6, 2026 Periodic transaction report (2026), filing 20034487 itemised above
- April 6, 2026 Periodic transaction report (2026), filing 20034299 itemised above
- April 1, 2026 Extension request (2025), filing 30026747
- March 10, 2026 Periodic transaction report (2026), filing 20034159 itemised above
- February 2, 2026 Periodic transaction report (2026), filing 20033921 itemised above
- January 5, 2026 Periodic transaction report (2026), filing 20033737 itemised above
- December 8, 2025 Periodic transaction report (2025), filing 20033604 itemised above
- November 4, 2025 Periodic transaction report (2025), filing 20033408 itemised above
- October 6, 2025 Periodic transaction report (2025), filing 20032233 itemised above
- September 2, 2025 Periodic transaction report (2025), filing 20031013 itemised above
- August 13, 2025 New filer report (2024), filing 10066122
- August 5, 2025 Periodic transaction report (2025), filing 20030832 itemised above
- July 2, 2025 Periodic transaction report (2025), filing 20030592 itemised above
- June 2, 2025 Periodic transaction report (2025), filing 20030442 itemised above
- May 2, 2025 Periodic transaction report (2025), filing 20030265 itemised above
- April 16, 2025 Extension request (2024), filing 30022680
- April 2, 2025 Periodic transaction report (2025), filing 20029059 itemised above
- March 20, 2025 Periodic transaction report (2025), filing 20027975 itemised above
- February 25, 2025 Candidate report (2024), filing 10060011
- May 14, 2024 Extension request (2024), filing 30021222
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