{"id":"20030387","canonicalUrl":"https://copygov.com/filings/20030387","reportingPerson":"Jefferson Shreve","bioguideId":"S001229","filedDate":"2025-06-22","source":"https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2025/20030387.pdf","extractionStatus":"partial","transactionCount":294,"purchaseCount":26,"saleCount":268,"optionCount":0,"transactions":[{"id":"house_20030387_1_0","owner":"self","asset":"3M Company Common Stock (MMM)","ticker":"MMM","assetType":"ST","action":"sale","tradeDate":"2025-05-12","amountMin":15001,"amountMax":50000,"description":"Account Closing"},{"id":"house_20030387_1_1","owner":"self","asset":"Abbott Laboratories Common Stock (ABT)","ticker":"ABT","assetType":"ST","action":"sale","tradeDate":"2025-05-12","amountMin":50001,"amountMax":100000,"description":"Account Closing"},{"id":"house_20030387_1_2","owner":"self","asset":"Adobe Inc. - Common Stock (ADBE)","ticker":"ADBE","assetType":"ST","action":"sale","tradeDate":"2025-05-12","amountMin":15001,"amountMax":50000,"description":"Account Closing"},{"id":"house_20030387_1_3","owner":"self","asset":"Adobe Inc. - Common Stock (ADBE)","ticker":"ADBE","assetType":"ST","action":"purchase","tradeDate":"2025-05-08","amountMin":15001,"amountMax":50000,"description":"Portfolio Rebalance"},{"id":"house_20030387_1_4","owner":"self","asset":"Advanced Micro Devices, Inc. (AMD)","ticker":"AMD","assetType":"ST","action":"sale","tradeDate":"2025-05-12","amountMin":50001,"amountMax":100000,"description":"Account Closing"},{"id":"house_20030387_2_0","owner":"self","asset":"Advanced Micro Devices, Inc. - Common Stock (AMD)","ticker":"AMD","assetType":"ST","action":"purchase","tradeDate":"2025-05-08","amountMin":15001,"amountMax":50000,"description":"Portfolio Rebalance"},{"id":"house_20030387_2_1","owner":"self","asset":"Agilent Technologies, Inc. Common Stock (A)","ticker":"A","assetType":"ST","action":"sale","tradeDate":"2025-05-12","amountMin":15001,"amountMax":50000,"description":"Account Closing"},{"id":"house_20030387_2_2","owner":"self","asset":"Akamai Technologies, Inc. - Common Stock (AKAM)","ticker":"AKAM","assetType":"ST","action":"sale","tradeDate":"2025-05-12","amountMin":15001,"amountMax":50000,"description":"Account Closing"},{"id":"house_20030387_2_3","owner":"self","asset":"Albemarle Corporation Common Stock (ALB)","ticker":"ALB","assetType":"ST","action":"sale","tradeDate":"2025-05-12","amountMin":15001,"amountMax":50000,"description":"Account Closing"},{"id":"house_20030387_2_4","owner":"self","asset":"Alnylam Pharmaceuticals, Inc. - Common Stock (ALNY)","ticker":"ALNY","assetType":"ST","action":"sale","tradeDate":"2025-05-12","amountMin":15001,"amountMax":50000,"description":"Account Closing"},{"id":"house_20030387_2_5","owner":"self","asset":"Alphabet Inc. - Class A Common Stock (GOOGL)","ticker":"GOOGL","assetType":"ST","action":"sale","tradeDate":"2025-05-12","amountMin":100001,"amountMax":250000,"description":"Account Closing"},{"id":"house_20030387_2_6","owner":"self","asset":"Alphabet Inc. - Class C Capital Stock (GOOG)","ticker":"GOOG","assetType":"ST","action":"sale","tradeDate":"2025-05-12","amountMin":100001,"amountMax":250000,"description":"Account Closing"},{"id":"house_20030387_2_7","owner":"self","asset":"Amazon.com, Inc. - Common Stock (AMZN)","ticker":"AMZN","assetType":"ST","action":"sale","tradeDate":"2025-05-12","amountMin":250001,"amountMax":500000,"description":""},{"id":"house_20030387_3_0","owner":"self","asset":"American Eagle Outfitters, Inc. Common Stock (AEO)","ticker":"AEO","assetType":"ST","action":"purchase","tradeDate":"2025-05-08","amountMin":15001,"amountMax":50000,"description":"Portfolio Rebalance"},{"id":"house_20030387_3_1","owner":"self","asset":"American Eagle Outfitters, Inc. Common Stock (AEO)","ticker":"AEO","assetType":"ST","action":"sale","tradeDate":"2025-05-12","amountMin":15001,"amountMax":50000,"description":"Account Closing"},{"id":"house_20030387_3_2","owner":"self","asset":"American Express Company Common Stock (AXP)","ticker":"AXP","assetType":"ST","action":"sale","tradeDate":"2025-05-12","amountMin":15001,"amountMax":50000,"description":"Account Closing"},{"id":"house_20030387_3_3","owner":"self","asset":"American Express Company Common Stock (AXP)","ticker":"AXP","assetType":"ST","action":"purchase","tradeDate":"2025-05-08","amountMin":15001,"amountMax":50000,"description":"Portfolio Rebalance"},{"id":"house_20030387_3_4","owner":"self","asset":"American International Group, Inc. New Common Stock (AIG)","ticker":"AIG","assetType":"ST","action":"sale","tradeDate":"2025-05-12","amountMin":15001,"amountMax":50000,"description":"Account Closing"},{"id":"house_20030387_3_5","owner":"self","asset":"American Tower Corporation (AMT)","ticker":"AMT","assetType":"ST","action":"sale","tradeDate":"2025-05-12","amountMin":15001,"amountMax":50000,"description":"Account Closing"},{"id":"house_20030387_3_6","owner":"self","asset":"American Water Works Company, Inc. Common Stock (AWK)","ticker":"AWK","assetType":"ST","action":"sale","tradeDate":"2025-05-12","amountMin":15001,"amountMax":50000,"description":"Account Closing"},{"id":"house_20030387_4_0","owner":"self","asset":"Amgen Inc. - Common Stock (AMGN)","ticker":"AMGN","assetType":"ST","action":"sale","tradeDate":"2025-05-12","amountMin":15001,"amountMax":50000,"description":"Account Closing"},{"id":"house_20030387_4_1","owner":"self","asset":"Analog Devices, Inc. - Common Stock (ADI)","ticker":"ADI","assetType":"ST","action":"sale","tradeDate":"2025-05-12","amountMin":15001,"amountMax":50000,"description":"Account Closing"},{"id":"house_20030387_4_2","owner":"self","asset":"Aon plc Class A Ordinary Shares (AON)","ticker":"AON","assetType":"ST","action":"sale","tradeDate":"2025-05-08","amountMin":15001,"amountMax":50000,"description":"Portfolio Rebalance"},{"id":"house_20030387_4_3","owner":"self","asset":"Apple Inc. - Common Stock (AAPL)","ticker":"AAPL","assetType":"ST","action":"sale","tradeDate":"2025-05-08","amountMin":500001,"amountMax":1000000,"description":"Portfolio Rebalance"},{"id":"house_20030387_4_4","owner":"self","asset":"Apple Inc. - Common Stock (AAPL)","ticker":"AAPL","assetType":"ST","action":"sale","tradeDate":"2025-05-12","amountMin":100001,"amountMax":250000,"description":"Account Closing"},{"id":"house_20030387_4_5","owner":"self","asset":"Applied Materials, Inc. - Common Stock (AMAT)","ticker":"AMAT","assetType":"ST","action":"sale","tradeDate":"2025-05-08","amountMin":50001,"amountMax":100000,"description":"Portfolio Rebalance"},{"id":"house_20030387_4_6","owner":"self","asset":"Applied Materials, Inc. - Common Stock (AMAT)","ticker":"AMAT","assetType":"ST","action":"sale","tradeDate":"2025-05-12","amountMin":50001,"amountMax":100000,"description":"Account Closing"},{"id":"house_20030387_4_7","owner":"self","asset":"Applovin Corporation - Class A Common Stock (APP)","ticker":"APP","assetType":"ST","action":"sale","tradeDate":"2025-05-12","amountMin":15001,"amountMax":50000,"description":""},{"id":"house_20030387_5_0","owner":"self","asset":"Aptiv PLC Ordinary Shares (APTV)","ticker":"APTV","assetType":"ST","action":"sale","tradeDate":"2025-05-12","amountMin":15001,"amountMax":50000,"description":"Account Closing"},{"id":"house_20030387_5_1","owner":"self","asset":"Aptiv PLC Ordinary Shares (APTV)","ticker":"APTV","assetType":"ST","action":"sale","tradeDate":"2025-05-08","amountMin":15001,"amountMax":50000,"description":"Portfolio Rebalance"},{"id":"house_20030387_5_2","owner":"self","asset":"Arch Capital Group Ltd. - Common Stock (ACGL)","ticker":"ACGL","assetType":"ST","action":"sale","tradeDate":"2025-05-12","amountMin":15001,"amountMax":50000,"description":"Account Closing"},{"id":"house_20030387_5_3","owner":"self","asset":"Ares Management Corporation Class A Common Stock (ARES)","ticker":"ARES","assetType":"ST","action":"sale","tradeDate":"2025-05-12","amountMin":50001,"amountMax":100000,"description":"Account Closing"},{"id":"house_20030387_5_4","owner":"self","asset":"Arista Networks, Inc. Common Stock (ANET)","ticker":"ANET","assetType":"ST","action":"sale","tradeDate":"2025-05-12","amountMin":50001,"amountMax":100000,"description":"Account Closing"},{"id":"house_20030387_5_5","owner":"self","asset":"AT&T Inc. (T)","ticker":"T","assetType":"ST","action":"sale","tradeDate":"2025-05-12","amountMin":15001,"amountMax":50000,"description":"Account Closing"},{"id":"house_20030387_5_6","owner":"self","asset":"Autodesk, Inc. - Common Stock (ADSK)","ticker":"ADSK","assetType":"ST","action":"sale","tradeDate":"2025-05-12","amountMin":15001,"amountMax":50000,"description":"Account Closing"},{"id":"house_20030387_6_0","owner":"self","asset":"Automatic Data Processing, Inc. - Common Stock (ADP)","ticker":"ADP","assetType":"ST","action":"sale","tradeDate":"2025-05-12","amountMin":50001,"amountMax":100000,"description":"Account Closing"},{"id":"house_20030387_6_1","owner":"self","asset":"AutoZone, Inc. Common Stock (AZO)","ticker":"AZO","assetType":"ST","action":"sale","tradeDate":"2025-05-12","amountMin":50001,"amountMax":100000,"description":"Account Closing"},{"id":"house_20030387_6_2","owner":"self","asset":"Axon Enterprise, Inc. - Common Stock (AXON)","ticker":"AXON","assetType":"ST","action":"sale","tradeDate":"2025-05-12","amountMin":15001,"amountMax":50000,"description":"Account Closing"},{"id":"house_20030387_6_3","owner":"self","asset":"Ball Corporation Common Stock (BALL)","ticker":"BALL","assetType":"ST","action":"sale","tradeDate":"2025-05-12","amountMin":15001,"amountMax":50000,"description":"Account Closing"},{"id":"house_20030387_6_4","owner":"self","asset":"Ball Corporation Common Stock (BALL)","ticker":"BALL","assetType":"ST","action":"sale","tradeDate":"2025-05-08","amountMin":15001,"amountMax":50000,"description":"Portfolio Rebalance"},{"id":"house_20030387_6_5","owner":"self","asset":"Bank of America Corporation Common Stock (BAC)","ticker":"BAC","assetType":"ST","action":"purchase","tradeDate":"2025-05-08","amountMin":15001,"amountMax":50000,"description":"Portfolio Rebalance"},{"id":"house_20030387_6_6","owner":"self","asset":"Bank of America Corporation Common Stock (BAC)","ticker":"BAC","assetType":"ST","action":"sale","tradeDate":"2025-05-12","amountMin":15001,"amountMax":50000,"description":"Account Closing"},{"id":"house_20030387_6_7","owner":"self","asset":"Berkshire Hathaway Inc. New Common Stock (BRK.B)","ticker":"BRK.B","assetType":"ST","action":"sale","tradeDate":"2025-05-12","amountMin":100001,"amountMax":250000,"description":""},{"id":"house_20030387_7_0","owner":"self","asset":"BlackRock, Inc. Common Stock (BLK)","ticker":"BLK","assetType":"ST","action":"sale","tradeDate":"2025-05-12","amountMin":50001,"amountMax":100000,"description":"Account Closing"},{"id":"house_20030387_7_1","owner":"self","asset":"BlackRock, Inc. Common Stock (BLK)","ticker":"BLK","assetType":"ST","action":"sale","tradeDate":"2025-05-08","amountMin":50001,"amountMax":100000,"description":"Portfolio Rebalance"},{"id":"house_20030387_7_2","owner":"self","asset":"Block, Inc. Class A Common Stock, (XYZ)","ticker":"XYZ","assetType":"ST","action":"sale","tradeDate":"2025-05-08","amountMin":15001,"amountMax":50000,"description":"Portfolio Rebalance"},{"id":"house_20030387_7_3","owner":"self","asset":"Boeing Company (BA)","ticker":"BA","assetType":"ST","action":"sale","tradeDate":"2025-05-12","amountMin":50001,"amountMax":100000,"description":"Account Closing"},{"id":"house_20030387_7_4","owner":"self","asset":"Booking Holdings Inc. - Common Stock (BKNG)","ticker":"BKNG","assetType":"ST","action":"sale","tradeDate":"2025-05-12","amountMin":50001,"amountMax":100000,"description":"Account Closing"},{"id":"house_20030387_7_5","owner":"self","asset":"Boston Scientific Corporation Common Stock (BSX)","ticker":"BSX","assetType":"ST","action":"sale","tradeDate":"2025-05-12","amountMin":15001,"amountMax":50000,"description":"Account Closing"},{"id":"house_20030387_7_6","owner":"self","asset":"Bristol-Myers Squibb Company Common Stock (BMY)","ticker":"BMY","assetType":"ST","action":"sale","tradeDate":"2025-05-12","amountMin":15001,"amountMax":50000,"description":"Account Closing"},{"id":"house_20030387_8_0","owner":"self","asset":"Broadcom Inc. - Common Stock (AVGO)","ticker":"AVGO","assetType":"ST","action":"sale","tradeDate":"2025-05-12","amountMin":15001,"amountMax":50000,"description":"Account Closing"},{"id":"house_20030387_8_1","owner":"self","asset":"Buckle, Inc. (BKE)","ticker":"BKE","assetType":"ST","action":"sale","tradeDate":"2025-05-12","amountMin":15001,"amountMax":50000,"description":"Account Closing"},{"id":"house_20030387_8_2","owner":"self","asset":"Cadence Design Systems, Inc. - Common Stock (CDNS)","ticker":"CDNS","assetType":"ST","action":"sale","tradeDate":"2025-05-12","amountMin":50001,"amountMax":100000,"description":"Account Closing"},{"id":"house_20030387_8_3","owner":"self","asset":"Carnival Corporation Common Stock (CCL)","ticker":"CCL","assetType":"ST","action":"purchase","tradeDate":"2025-05-08","amountMin":15001,"amountMax":50000,"description":"Portfolio Rebalance"},{"id":"house_20030387_8_4","owner":"self","asset":"Carnival Corporation Common Stock (CCL)","ticker":"CCL","assetType":"ST","action":"sale","tradeDate":"2025-05-12","amountMin":15001,"amountMax":50000,"description":"Account Closing"},{"id":"house_20030387_8_5","owner":"self","asset":"Casella Waste Systems, Inc. - Class A Common Stock (CWST)","ticker":"CWST","assetType":"ST","action":"sale","tradeDate":"2025-05-12","amountMin":50001,"amountMax":100000,"description":"Account Closing"},{"id":"house_20030387_8_6","owner":"self","asset":"Caterpillar, Inc. Common Stock (CAT)","ticker":"CAT","assetType":"ST","action":"sale","tradeDate":"2025-05-12","amountMin":15001,"amountMax":50000,"description":"Account Closing"},{"id":"house_20030387_8_7","owner":"self","asset":"Cboe Global Markets, Inc. (CBOE)","ticker":"CBOE","assetType":"ST","action":"sale","tradeDate":"2025-05-12","amountMin":50001,"amountMax":100000,"description":""},{"id":"house_20030387_9_0","owner":"self","asset":"Cencora, Inc. Common Stock (COR)","ticker":"COR","assetType":"ST","action":"sale","tradeDate":"2025-05-12","amountMin":50001,"amountMax":100000,"description":"Account Closing"},{"id":"house_20030387_9_1","owner":"self","asset":"Centene Corporation Common Stock (CNC)","ticker":"CNC","assetType":"ST","action":"sale","tradeDate":"2025-05-12","amountMin":15001,"amountMax":50000,"description":"Account Closing"},{"id":"house_20030387_9_2","owner":"self","asset":"Charles River Laboratories International, Inc. Common Stock (CRL)","ticker":"CRL","assetType":"ST","action":"sale","tradeDate":"2025-05-12","amountMin":15001,"amountMax":50000,"description":"Account Closing"},{"id":"house_20030387_9_3","owner":"self","asset":"Charles River Laboratories International, Inc. Common Stock (CRL)","ticker":"CRL","assetType":"ST","action":"purchase","tradeDate":"2025-05-08","amountMin":15001,"amountMax":50000,"description":"Portfolio Rebalance"},{"id":"house_20030387_9_4","owner":"self","asset":"Charles Schwab Corporation (SCHW)","ticker":"SCHW","assetType":"ST","action":"sale","tradeDate":"2025-05-12","amountMin":15001,"amountMax":50000,"description":"Account Closing"},{"id":"house_20030387_9_5","owner":"self","asset":"Charter Communications, Inc. - Class A Common Stock (CHTR)","ticker":"CHTR","assetType":"ST","action":"sale","tradeDate":"2025-05-12","amountMin":15001,"amountMax":50000,"description":"Account Closing"},{"id":"house_20030387_9_6","owner":"self","asset":"Cheniere Energy, Inc. Common Stock (LNG)","ticker":"LNG","assetType":"ST","action":"sale","tradeDate":"2025-05-12","amountMin":15001,"amountMax":50000,"description":"Account Closing"},{"id":"house_20030387_10_0","owner":"self","asset":"Chevron Corporation Common Stock (CVX)","ticker":"CVX","assetType":"ST","action":"sale","tradeDate":"2025-05-08","amountMin":15001,"amountMax":50000,"description":"Portfolio Rebalance"},{"id":"house_20030387_10_1","owner":"self","asset":"Chevron Corporation Common Stock (CVX)","ticker":"CVX","assetType":"ST","action":"sale","tradeDate":"2025-05-12","amountMin":15001,"amountMax":50000,"description":"Account Closing"},{"id":"house_20030387_10_2","owner":"self","asset":"Chipotle Mexican Grill, Inc. Common Stock (CMG)","ticker":"CMG","assetType":"ST","action":"sale","tradeDate":"2025-05-12","amountMin":50001,"amountMax":100000,"description":"Account Closing"},{"id":"house_20030387_10_3","owner":"self","asset":"Chubb Limited Common Stock (CB)","ticker":"CB","assetType":"ST","action":"sale","tradeDate":"2025-05-12","amountMin":15001,"amountMax":50000,"description":"Account Closing"},{"id":"house_20030387_10_4","owner":"self","asset":"Cintas Corporation - Common Stock (CTAS)","ticker":"CTAS","assetType":"ST","action":"sale","tradeDate":"2025-05-12","amountMin":50001,"amountMax":100000,"description":"Account Closing"},{"id":"house_20030387_10_5","owner":"self","asset":"Cintas Corporation - Common Stock (CTAS)","ticker":"CTAS","assetType":"ST","action":"sale","tradeDate":"2025-05-08","amountMin":15001,"amountMax":50000,"description":"Portfolio Rebalance"},{"id":"house_20030387_10_6","owner":"self","asset":"Cisco Systems, Inc. - Common Stock (CSCO)","ticker":"CSCO","assetType":"ST","action":"sale","tradeDate":"2025-05-12","amountMin":50001,"amountMax":100000,"description":"Account Closing"},{"id":"house_20030387_10_7","owner":"self","asset":"Citigroup Inc 5.875 2033-02-22","ticker":null,"assetType":"CS","action":"sale","tradeDate":"2025-05-13","amountMin":50001,"amountMax":100000,"description":""},{"id":"house_20030387_11_0","owner":"self","asset":"Cloudflare, Inc. Class A Common Stock (NET)","ticker":"NET","assetType":"ST","action":"sale","tradeDate":"2025-05-12","amountMin":15001,"amountMax":50000,"description":"Account Closing"},{"id":"house_20030387_11_1","owner":"self","asset":"CME Group Inc. - Class A Common Stock (CME)","ticker":"CME","assetType":"ST","action":"sale","tradeDate":"2025-05-12","amountMin":15001,"amountMax":50000,"description":"Account Closing"},{"id":"house_20030387_11_2","owner":"self","asset":"CNO Financial Group, Inc. Common Stock (CNO)","ticker":"CNO","assetType":"ST","action":"sale","tradeDate":"2025-05-12","amountMin":15001,"amountMax":50000,"description":"Account Closing"},{"id":"house_20030387_11_3","owner":"self","asset":"Coca-Cola Company (KO)","ticker":"KO","assetType":"ST","action":"sale","tradeDate":"2025-05-12","amountMin":100001,"amountMax":250000,"description":"Account Closing"},{"id":"house_20030387_11_4","owner":"self","asset":"Coinbase Global, Inc. - Class A Common Stock (COIN)","ticker":"COIN","assetType":"ST","action":"purchase","tradeDate":"2025-05-08","amountMin":15001,"amountMax":50000,"description":"Portfolio Rebalance"},{"id":"house_20030387_11_5","owner":"self","asset":"Coinbase Global, Inc. - Class A Common Stock (COIN)","ticker":"COIN","assetType":"ST","action":"sale","tradeDate":"2025-05-12","amountMin":15001,"amountMax":50000,"description":"Account Closing"},{"id":"house_20030387_11_6","owner":"self","asset":"Colorado St Brd Governors Univ Enterprise Sys Rev 5.000 2030-03-01","ticker":null,"assetType":"GS","action":"sale","tradeDate":"2025-05-13","amountMin":1001,"amountMax":15000,"description":"Account Closing"},{"id":"house_20030387_12_0","owner":"self","asset":"Comcast 6.50% maturing 11/15/35","ticker":null,"assetType":"CS","action":"sale","tradeDate":"2025-05-13","amountMin":15001,"amountMax":50000,"description":"Account Closing"},{"id":"house_20030387_12_1","owner":"self","asset":"Comcast Corporation - Class A Common Stock (CMCSA)","ticker":"CMCSA","assetType":"ST","action":"sale","tradeDate":"2025-05-12","amountMin":15001,"amountMax":50000,"description":"Account Closing"},{"id":"house_20030387_12_2","owner":"self","asset":"Connecticut St Spl Tax Oblig Rev 5.00 2032-5-1/ 207758ZUO","ticker":null,"assetType":"GS","action":"sale","tradeDate":"2025-05-13","amountMin":1001,"amountMax":15000,"description":"Account Closing"},{"id":"house_20030387_12_3","owner":"self","asset":"ConocoPhillips Common Stock (COP)","ticker":"COP","assetType":"ST","action":"sale","tradeDate":"2025-05-12","amountMin":15001,"amountMax":50000,"description":"Account Closing"},{"id":"house_20030387_12_4","owner":"self","asset":"Constellation Energy Corporation - Common Stock (CEG)","ticker":"CEG","assetType":"ST","action":"purchase","tradeDate":"2025-05-08","amountMin":15001,"amountMax":50000,"description":"Portfolio Rebalance"},{"id":"house_20030387_12_5","owner":"self","asset":"Constellation Energy Corporation - Common Stock (CEG)","ticker":"CEG","assetType":"ST","action":"sale","tradeDate":"2025-05-12","amountMin":15001,"amountMax":50000,"description":"Account Closing"},{"id":"house_20030387_12_6","owner":"self","asset":"Copart, Inc. - Common Stock (CPRT)","ticker":"CPRT","assetType":"ST","action":"sale","tradeDate":"2025-05-12","amountMin":15001,"amountMax":50000,"description":"Account Closing"},{"id":"house_20030387_12_7","owner":"self","asset":"Corpus Christi Tex Indpt Sch Dist 4.000 2028-08-15","ticker":null,"assetType":"GS","action":"sale","tradeDate":"2025-05-13","amountMin":50001,"amountMax":100000,"description":""},{"id":"house_20030387_13_0","owner":"self","asset":"CoStar Group, Inc. - Common Stock (CSGP)","ticker":"CSGP","assetType":"ST","action":"sale","tradeDate":"2025-05-12","amountMin":15001,"amountMax":50000,"description":"Account Closing"},{"id":"house_20030387_13_1","owner":"self","asset":"Costco Wholesale Corporation - Common Stock (COST)","ticker":"COST","assetType":"ST","action":"sale","tradeDate":"2025-05-12","amountMin":100001,"amountMax":250000,"description":"Account Closing"},{"id":"house_20030387_13_2","owner":"self","asset":"Coterra Energy Inc. Common Stock (CTRA)","ticker":"CTRA","assetType":"ST","action":"sale","tradeDate":"2025-05-12","amountMin":15001,"amountMax":50000,"description":"Account Closing"},{"id":"house_20030387_13_3","owner":"self","asset":"Coterra Energy Inc. Common Stock (CTRA)","ticker":"CTRA","assetType":"ST","action":"sale","tradeDate":"2025-05-08","amountMin":15001,"amountMax":50000,"description":"Portfolio Rebalance"},{"id":"house_20030387_13_4","owner":"self","asset":"CrowdStrike Holdings, Inc. - Class A Common Stock (CRWD)","ticker":"CRWD","assetType":"ST","action":"sale","tradeDate":"2025-05-12","amountMin":15001,"amountMax":50000,"description":"Account Closing"},{"id":"house_20030387_13_5","owner":"self","asset":"Crown Castle Inc. Common Stock (CCI)","ticker":"CCI","assetType":"ST","action":"sale","tradeDate":"2025-05-12","amountMin":15001,"amountMax":50000,"description":"Account Closing"},{"id":"house_20030387_13_6","owner":"self","asset":"CSX Corporation (CSX)","ticker":"CSX","assetType":"ST","action":"sale","tradeDate":"2025-05-12","amountMin":15001,"amountMax":50000,"description":"Account Closing"},{"id":"house_20030387_14_0","owner":"self","asset":"Cuyahoga Cnty Ohio Economic Dev Rev 5.000 2025-12-01","ticker":null,"assetType":"GS","action":"sale","tradeDate":"2025-05-13","amountMin":15001,"amountMax":50000,"description":"Account Closing"},{"id":"house_20030387_14_1","owner":"self","asset":"CVS Health Corporation Common Stock (CVS)","ticker":"CVS","assetType":"ST","action":"sale","tradeDate":"2025-05-12","amountMin":15001,"amountMax":50000,"description":"Account Closing"},{"id":"house_20030387_14_2","owner":"self","asset":"Cypress Fairbanks Tex Indpt Sch Dist 5.0000 2032-02-15","ticker":null,"assetType":"GS","action":"sale","tradeDate":"2025-05-13","amountMin":1001,"amountMax":15000,"description":"Account Closing"},{"id":"house_20030387_14_3","owner":"self","asset":"Danaher Corporation Common Stock (DHR)","ticker":"DHR","assetType":"ST","action":"sale","tradeDate":"2025-05-12","amountMin":15001,"amountMax":50000,"description":"Account Closing"},{"id":"house_20030387_14_4","owner":"self","asset":"Danaher Corporation Common Stock (DHR)","ticker":"DHR","assetType":"ST","action":"purchase","tradeDate":"2015-05-08","amountMin":15001,"amountMax":50000,"description":"Portfolio Rebalance"},{"id":"house_20030387_14_5","owner":"self","asset":"Deere & Company Common Stock (DE)","ticker":"DE","assetType":"ST","action":"sale","tradeDate":"2025-05-12","amountMin":50001,"amountMax":100000,"description":"Account Closing"},{"id":"house_20030387_14_6","owner":"self","asset":"Delta Air Lines, Inc. Common Stock (DAL)","ticker":"DAL","assetType":"ST","action":"purchase","tradeDate":"2015-05-08","amountMin":15001,"amountMax":50000,"description":"Portfolio Rebalance"},{"id":"house_20030387_14_7","owner":"self","asset":"Delta Air Lines, Inc. Common Stock (DAL)","ticker":"DAL","assetType":"ST","action":"sale","tradeDate":"2025-05-12","amountMin":15001,"amountMax":50000,"description":""},{"id":"house_20030387_15_0","owner":"self","asset":"Denton Cnty Tex 4.0000 2029-07-15","ticker":null,"assetType":"GS","action":"sale","tradeDate":"2025-05-13","amountMin":1001,"amountMax":15000,"description":"Account Closing"},{"id":"house_20030387_15_1","owner":"self","asset":"Denton Tex 5.0000 2029-02-15","ticker":null,"assetType":"GS","action":"sale","tradeDate":"2025-05-13","amountMin":1001,"amountMax":15000,"description":"Account Closing"},{"id":"house_20030387_15_2","owner":"self","asset":"Denton Tex Indpt Sch Dist 5.0000 2029-08-15","ticker":null,"assetType":"GS","action":"sale","tradeDate":"2025-05-13","amountMin":1001,"amountMax":15000,"description":"Account Closing"},{"id":"house_20030387_15_3","owner":"self","asset":"Devon Energy Corporation Common Stock (DVN)","ticker":"DVN","assetType":"ST","action":"sale","tradeDate":"2025-05-12","amountMin":15001,"amountMax":50000,"description":"Account Closing"},{"id":"house_20030387_15_4","owner":"self","asset":"Devon Energy Corporation Common Stock (DVN)","ticker":"DVN","assetType":"ST","action":"purchase","tradeDate":"2025-05-08","amountMin":15001,"amountMax":50000,"description":"Portfolio Rebalance"},{"id":"house_20030387_15_5","owner":"self","asset":"DexCom, Inc. - Common Stock (DXCM)","ticker":"DXCM","assetType":"ST","action":"purchase","tradeDate":"2025-05-08","amountMin":15001,"amountMax":50000,"description":"Portfolio Rebalance"},{"id":"house_20030387_15_6","owner":"self","asset":"DexCom, Inc. - Common Stock (DXCM)","ticker":"DXCM","assetType":"ST","action":"sale","tradeDate":"2025-05-12","amountMin":15001,"amountMax":50000,"description":"Account Closing"},{"id":"house_20030387_16_0","owner":"self","asset":"District Columbia Income Tax Rev 5.000 2032-03-01","ticker":null,"assetType":"GS","action":"sale","tradeDate":"2025-05-13","amountMin":1001,"amountMax":15000,"description":"Account Closing"},{"id":"house_20030387_16_1","owner":"self","asset":"Dollar General Corporation Common Stock (DG)","ticker":"DG","assetType":"ST","action":"sale","tradeDate":"2025-05-12","amountMin":15001,"amountMax":50000,"description":"Account Closing"},{"id":"house_20030387_16_2","owner":"self","asset":"DoorDash, Inc. - Common Stock (DASH)","ticker":"DASH","assetType":"ST","action":"sale","tradeDate":"2025-05-12","amountMin":15001,"amountMax":50000,"description":"Account Closing"},{"id":"house_20030387_16_3","owner":"self","asset":"Douglas Cnty Neb Sch Dist No001 5.000 2028-12-15","ticker":null,"assetType":"GS","action":"sale","tradeDate":"2025-05-13","amountMin":15001,"amountMax":50000,"description":"Account Closing"},{"id":"house_20030387_16_4","owner":"self","asset":"Ecolab Inc. Common Stock (ECL)","ticker":"ECL","assetType":"ST","action":"sale","tradeDate":"2025-05-08","amountMin":100001,"amountMax":250000,"description":"Portfolio Rebalance"},{"id":"house_20030387_16_5","owner":"self","asset":"Edwards Lifesciences Corporation Common Stock (EW)","ticker":"EW","assetType":"ST","action":"sale","tradeDate":"2025-05-12","amountMin":50001,"amountMax":100000,"description":"Account Closing"},{"id":"house_20030387_16_6","owner":"self","asset":"Elevance Health, Inc. Common Stock (ELV)","ticker":"ELV","assetType":"ST","action":"sale","tradeDate":"2025-05-12","amountMin":15001,"amountMax":50000,"description":""},{"id":"house_20030387_17_0","owner":"self","asset":"Eli Lilly and Company Common Stock (LLY)","ticker":"LLY","assetType":"ST","action":"sale","tradeDate":"2025-05-12","amountMin":100001,"amountMax":250000,"description":"Account Closing"},{"id":"house_20030387_17_1","owner":"self","asset":"EPAM Systems, Inc. Common Stock (EPAM)","ticker":"EPAM","assetType":"ST","action":"sale","tradeDate":"2025-05-12","amountMin":15001,"amountMax":50000,"description":"Account Closing"},{"id":"house_20030387_17_2","owner":"self","asset":"Exponent, Inc. - Common Stock (EXPO)","ticker":"EXPO","assetType":"ST","action":"sale","tradeDate":"2025-05-12","amountMin":15001,"amountMax":50000,"description":"Account Closing"},{"id":"house_20030387_17_3","owner":"self","asset":"Exxon Mobil Corporation Common Stock (XOM)","ticker":"XOM","assetType":"ST","action":"sale","tradeDate":"2025-05-12","amountMin":50001,"amountMax":100000,"description":"Account Closing"},{"id":"house_20030387_17_4","owner":"self","asset":"Fidelity National Information Services, Inc. Common Stock (FIS)","ticker":"FIS","assetType":"ST","action":"sale","tradeDate":"2025-05-12","amountMin":50001,"amountMax":100000,"description":"Account Closing"},{"id":"house_20030387_17_5","owner":"self","asset":"First Busey Corporation - Common Stock (BUSE)","ticker":"BUSE","assetType":"ST","action":"sale","tradeDate":"2025-05-12","amountMin":15001,"amountMax":50000,"description":"Account Closing"},{"id":"house_20030387_17_6","owner":"self","asset":"Fiserv, Inc. Common Stock (FI)","ticker":"FI","assetType":"ST","action":"sale","tradeDate":"2025-05-12","amountMin":15001,"amountMax":50000,"description":"Account Closing"},{"id":"house_20030387_18_0","owner":"self","asset":"Florida St Dept Transn Fing Corp Rev 5.000 2032-07-01","ticker":null,"assetType":"GS","action":"sale","tradeDate":"2025-05-13","amountMin":1001,"amountMax":15000,"description":"Account Closing"},{"id":"house_20030387_18_1","owner":"self","asset":"Fort Bend Tex Indpt Sch Dist 5.00 2027-8-15/ 346843KW4","ticker":null,"assetType":"GS","action":"sale","tradeDate":"2025-05-13","amountMin":15001,"amountMax":50000,"description":"Account Closing"},{"id":"house_20030387_18_2","owner":"self","asset":"Fortinet, Inc. - Common Stock (FTNT)","ticker":"FTNT","assetType":"ST","action":"sale","tradeDate":"2025-05-12","amountMin":15001,"amountMax":50000,"description":"Account Closing"},{"id":"house_20030387_18_3","owner":"self","asset":"GE Aerospace Common Stock (GE)","ticker":"GE","assetType":"ST","action":"sale","tradeDate":"2025-05-12","amountMin":50001,"amountMax":100000,"description":"Account Closing"},{"id":"house_20030387_18_4","owner":"self","asset":"GE Aerospace Common Stock (GE)","ticker":"GE","assetType":"ST","action":"purchase","tradeDate":"2025-05-08","amountMin":50001,"amountMax":100000,"description":"Portfolio Rebalance"},{"id":"house_20030387_18_5","owner":"self","asset":"GE Vernova Inc. Common Stock (GEV)","ticker":"GEV","assetType":"ST","action":"sale","tradeDate":"2025-05-12","amountMin":50001,"amountMax":100000,"description":"Account Closing"},{"id":"house_20030387_18_6","owner":"self","asset":"General Motors Company Common Stock (GM)","ticker":"GM","assetType":"ST","action":"sale","tradeDate":"2025-05-12","amountMin":15001,"amountMax":50000,"description":""},{"id":"house_20030387_19_0","owner":"self","asset":"General Motors Financial Company Inc 2.35 2031-01-08","ticker":null,"assetType":"CS","action":"sale","tradeDate":"2025-05-13","amountMin":50001,"amountMax":100000,"description":"Account Closing"},{"id":"house_20030387_19_1","owner":"self","asset":"Gilead Sciences, Inc. - Common Stock (GILD)","ticker":"GILD","assetType":"ST","action":"sale","tradeDate":"2025-05-12","amountMin":15001,"amountMax":50000,"description":"Account Closing"},{"id":"house_20030387_19_2","owner":"self","asset":"Goldman Sachs Group, Inc. (GS)","ticker":"GS","assetType":"ST","action":"purchase","tradeDate":"2025-05-08","amountMin":15001,"amountMax":50000,"description":"Portfolio Rebalance"},{"id":"house_20030387_19_3","owner":"self","asset":"Goldman Sachs Group, Inc. (GS)","ticker":"GS","assetType":"ST","action":"sale","tradeDate":"2025-05-12","amountMin":15001,"amountMax":50000,"description":"Account Closing"},{"id":"house_20030387_19_4","owner":"self","asset":"Grand Praire Tex 5.0000 2032-02-15","ticker":null,"assetType":"GS","action":"sale","tradeDate":"2025-05-13","amountMin":15001,"amountMax":50000,"description":"Account Closing"},{"id":"house_20030387_19_5","owner":"self","asset":"Greater Orlando Aviation Auth Orlando FLA Arpt Fac Rev 2032-10- 01","ticker":null,"assetType":"GS","action":"sale","tradeDate":"2025-05-13","amountMin":1001,"amountMax":15000,"description":"Account Closing"},{"id":"house_20030387_19_6","owner":"self","asset":"Gregory Portland Tex Indpt Sch Dist 5.000 2028-02-15","ticker":null,"assetType":"GS","action":"sale","tradeDate":"2025-05-13","amountMin":15001,"amountMax":50000,"description":"Account Closing"},{"id":"house_20030387_20_0","owner":"self","asset":"Halliburton Company Common Stock (HAL)","ticker":"HAL","assetType":"ST","action":"sale","tradeDate":"2025-05-12","amountMin":15001,"amountMax":50000,"description":"Account Closing"},{"id":"house_20030387_20_1","owner":"self","asset":"Halliburton Company Common Stock (HAL)","ticker":"HAL","assetType":"ST","action":"purchase","tradeDate":"2025-05-08","amountMin":15001,"amountMax":50000,"description":"Portfolio Rebalance"},{"id":"house_20030387_20_2","owner":"self","asset":"Hanover Insurance Group Inc (THG)","ticker":"THG","assetType":"ST","action":"sale","tradeDate":"2025-05-12","amountMin":15001,"amountMax":50000,"description":"Account Closing"},{"id":"house_20030387_20_3","owner":"self","asset":"Highwoods Properties, Inc. Common Stock (HIW)","ticker":"HIW","assetType":"ST","action":"sale","tradeDate":"2025-05-12","amountMin":15001,"amountMax":50000,"description":"Account Closing"},{"id":"house_20030387_20_4","owner":"self","asset":"HNI Corporation Common Stock (HNI)","ticker":"HNI","assetType":"ST","action":"sale","tradeDate":"2025-05-08","amountMin":15001,"amountMax":50000,"description":"Portfolio Rebalance"},{"id":"house_20030387_20_5","owner":"self","asset":"Home BancShares, Inc. Common Stock (HOMB)","ticker":"HOMB","assetType":"ST","action":"sale","tradeDate":"2025-05-12","amountMin":15001,"amountMax":50000,"description":"Account Closing"},{"id":"house_20030387_20_6","owner":"self","asset":"Home Depot, Inc. (HD)","ticker":"HD","assetType":"ST","action":"sale","tradeDate":"2025-05-08","amountMin":50001,"amountMax":100000,"description":"Portfolio Rebalance"},{"id":"house_20030387_20_7","owner":"self","asset":"Home Depot, Inc. (HD)","ticker":"HD","assetType":"ST","action":"sale","tradeDate":"2025-05-12","amountMin":15001,"amountMax":50000,"description":""},{"id":"house_20030387_21_0","owner":"self","asset":"Houston Tex 5.000 2031-03-01/ 4423315C4","ticker":null,"assetType":"GS","action":"sale","tradeDate":"2025-05-13","amountMin":15001,"amountMax":50000,"description":"Account Closing"},{"id":"house_20030387_21_1","owner":"self","asset":"Hubbell Inc Common Stock (HUBB)","ticker":"HUBB","assetType":"ST","action":"sale","tradeDate":"2025-05-12","amountMin":15001,"amountMax":50000,"description":"Account Closing"},{"id":"house_20030387_21_2","owner":"self","asset":"IDACORP, Inc. Common Stock (IDA)","ticker":"IDA","assetType":"ST","action":"sale","tradeDate":"2025-05-12","amountMin":15001,"amountMax":50000,"description":"Account Closing"},{"id":"house_20030387_21_3","owner":"self","asset":"IDEXX Laboratories, Inc. - Common Stock (IDXX)","ticker":"IDXX","assetType":"ST","action":"sale","tradeDate":"2025-05-12","amountMin":100001,"amountMax":250000,"description":"Account Closing"},{"id":"house_20030387_21_4","owner":"self","asset":"International Business Machines Corporation Common Stock (IBM)","ticker":"IBM","assetType":"ST","action":"sale","tradeDate":"2025-05-12","amountMin":15001,"amountMax":50000,"description":"Account Closing"},{"id":"house_20030387_21_5","owner":"self","asset":"Intuit Inc. - Common Stock (INTU)","ticker":"INTU","assetType":"ST","action":"sale","tradeDate":"2025-05-12","amountMin":100001,"amountMax":250000,"description":"Account Closing"},{"id":"house_20030387_21_6","owner":"self","asset":"Intuitive Surgical, Inc. - Common Stock (ISRG)","ticker":"ISRG","assetType":"ST","action":"sale","tradeDate":"2025-05-12","amountMin":15001,"amountMax":50000,"description":"Account Closing"},{"id":"house_20030387_22_0","owner":"self","asset":"Intuitive Surgical, Inc. - Common Stock (ISRG)","ticker":"ISRG","assetType":"ST","action":"purchase","tradeDate":"2025-05-08","amountMin":15001,"amountMax":50000,"description":"Portfolio Rebalance"},{"id":"house_20030387_22_1","owner":"self","asset":"Johnson & Johnson Common Stock (JNJ)","ticker":"JNJ","assetType":"ST","action":"sale","tradeDate":"2025-05-12","amountMin":50001,"amountMax":100000,"description":"Account Closing"},{"id":"house_20030387_22_2","owner":"self","asset":"JP Morgan 4.912 7-25-33 '32/ 46647PDH6","ticker":null,"assetType":"CS","action":"sale","tradeDate":"2025-05-13","amountMin":1001,"amountMax":15000,"description":"Account Closing"},{"id":"house_20030387_22_3","owner":"self","asset":"JP Morgan Chase & Co. Common Stock (JPM)","ticker":"JPM","assetType":"ST","action":"sale","tradeDate":"2025-05-12","amountMin":100001,"amountMax":250000,"description":"Account Closing"},{"id":"house_20030387_22_4","owner":"self","asset":"Kansas City MO 4.0000 2030-02-01","ticker":null,"assetType":"GS","action":"sale","tradeDate":"2025-05-13","amountMin":15001,"amountMax":50000,"description":"Account Closing"},{"id":"house_20030387_22_5","owner":"self","asset":"Kroger Company (KR)","ticker":"KR","assetType":"ST","action":"sale","tradeDate":"2025-05-12","amountMin":15001,"amountMax":50000,"description":"Account Closing"},{"id":"house_20030387_22_6","owner":"self","asset":"Lakewood Ohio City Sch Dist 5.0000 2025-12-01","ticker":null,"assetType":"GS","action":"sale","tradeDate":"2025-05-13","amountMin":1001,"amountMax":15000,"description":"Account Closing"},{"id":"house_20030387_22_7","owner":"self","asset":"Lam Research Corporation - Common Stock (LRCX)","ticker":"LRCX","assetType":"ST","action":"sale","tradeDate":"2025-05-12","amountMin":15001,"amountMax":50000,"description":""},{"id":"house_20030387_23_0","owner":"self","asset":"Laredo TEX 5.000 2031-2-15/ 516824JB6","ticker":null,"assetType":"GS","action":"sale","tradeDate":"2025-05-13","amountMin":15001,"amountMax":50000,"description":"Account Closing"},{"id":"house_20030387_23_1","owner":"self","asset":"Las Vegas Nev 4.000 2027-06-01","ticker":null,"assetType":"GS","action":"sale","tradeDate":"2025-05-13","amountMin":15001,"amountMax":50000,"description":"Account Closing"},{"id":"house_20030387_23_2","owner":"self","asset":"Lennar Corporation Class A Common Stock (LEN)","ticker":"LEN","assetType":"ST","action":"purchase","tradeDate":"2025-05-08","amountMin":15001,"amountMax":50000,"description":"Portfolio Rebalance"},{"id":"house_20030387_23_3","owner":"self","asset":"Lennar Corporation Class A Common Stock (LEN)","ticker":"LEN","assetType":"ST","action":"sale","tradeDate":"2025-05-12","amountMin":15001,"amountMax":50000,"description":"Account Closing"},{"id":"house_20030387_23_4","owner":"self","asset":"Linde plc - Ordinary Shares (LIN)","ticker":"LIN","assetType":"ST","action":"sale","tradeDate":"2025-05-12","amountMin":50001,"amountMax":100000,"description":"Account Closing"},{"id":"house_20030387_23_5","owner":"self","asset":"Littelfuse, Inc. - Common Stock (LFUS)","ticker":"LFUS","assetType":"ST","action":"sale","tradeDate":"2025-05-12","amountMin":15001,"amountMax":50000,"description":"Account Closing"},{"id":"house_20030387_23_6","owner":"self","asset":"Lockheed Martin Corporation Common Stock (LMT)","ticker":"LMT","assetType":"ST","action":"sale","tradeDate":"2025-05-12","amountMin":15001,"amountMax":50000,"description":"Account Closing"},{"id":"house_20030387_24_0","owner":"self","asset":"Lovejoy Indpt Sch Dist Tex 4.0000 2032-2-15","ticker":null,"assetType":"GS","action":"sale","tradeDate":"2025-05-13","amountMin":15001,"amountMax":50000,"description":"Account Closing"},{"id":"house_20030387_24_1","owner":"self","asset":"Lowe's Companies, Inc. Common Stock (LOW)","ticker":"LOW","assetType":"ST","action":"sale","tradeDate":"2025-05-12","amountMin":15001,"amountMax":50000,"description":"Account Closing"},{"id":"house_20030387_24_2","owner":"self","asset":"lululemon athletica inc. - Common Stock (LULU)","ticker":"LULU","assetType":"ST","action":"sale","tradeDate":"2025-05-12","amountMin":15001,"amountMax":50000,"description":"Account Closing"},{"id":"house_20030387_24_3","owner":"self","asset":"Marathon Petroleum Corporation Common Stock (MPC)","ticker":"MPC","assetType":"ST","action":"sale","tradeDate":"2025-05-12","amountMin":15001,"amountMax":50000,"description":"Account Closing"},{"id":"house_20030387_24_4","owner":"self","asset":"Marvell Technology, Inc. - Common Stock (MRVL)","ticker":"MRVL","assetType":"ST","action":"sale","tradeDate":"2025-05-12","amountMin":50001,"amountMax":100000,"description":"Account Closing"},{"id":"house_20030387_24_5","owner":"self","asset":"Marvell Technology, Inc. - Common Stock (MRVL)","ticker":"MRVL","assetType":"ST","action":"sale","tradeDate":"2025-05-08","amountMin":15001,"amountMax":50000,"description":"Portfolio Rebalance"},{"id":"house_20030387_24_6","owner":"self","asset":"Maryland St Dept Transn Cons Transn 5.000 2029-09-01","ticker":null,"assetType":"GS","action":"sale","tradeDate":"2025-05-13","amountMin":1001,"amountMax":15000,"description":"Account Closing"},{"id":"house_20030387_24_7","owner":"self","asset":"Mastercard Incorporated Common Stock (MA)","ticker":"MA","assetType":"ST","action":"sale","tradeDate":"2025-05-12","amountMin":50001,"amountMax":100000,"description":""},{"id":"house_20030387_25_0","owner":"self","asset":"Match Group, Inc. - Common Stock (MTCH)","ticker":"MTCH","assetType":"ST","action":"sale","tradeDate":"2025-05-12","amountMin":15001,"amountMax":50000,"description":"Account Closing"},{"id":"house_20030387_25_1","owner":"self","asset":"McDonald's Corporation Common Stock (MCD)","ticker":"MCD","assetType":"ST","action":"sale","tradeDate":"2025-05-12","amountMin":15001,"amountMax":50000,"description":"Account Closing"},{"id":"house_20030387_25_2","owner":"self","asset":"McKesson Corporation Common Stock (MCK)","ticker":"MCK","assetType":"ST","action":"sale","tradeDate":"2025-05-12","amountMin":15001,"amountMax":50000,"description":"Account Closing"},{"id":"house_20030387_25_3","owner":"self","asset":"Medtronic plc. Ordinary Shares (MDT)","ticker":"MDT","assetType":"ST","action":"sale","tradeDate":"2025-05-08","amountMin":15001,"amountMax":50000,"description":"Portfolio Rebalance"},{"id":"house_20030387_25_4","owner":"self","asset":"Memphis TN 5.0000 2032-05-01","ticker":null,"assetType":"GS","action":"sale","tradeDate":"2025-05-13","amountMin":1001,"amountMax":15000,"description":"Account Closing"},{"id":"house_20030387_25_5","owner":"self","asset":"Memphis-Shelby Cnty TN Indl Dev Brd Economic Dev Growth Engine TDZ Rev 5.0000 2025-11-01","ticker":null,"assetType":"GS","action":"sale","tradeDate":"2025-05-13","amountMin":15001,"amountMax":50000,"description":"Account Closing"},{"id":"house_20030387_25_6","owner":"self","asset":"Meta Platforms, Inc. - Class A Common Stock (META)","ticker":"META","assetType":"ST","action":"sale","tradeDate":"2025-05-12","amountMin":100001,"amountMax":250000,"description":"Account Closing"},{"id":"house_20030387_26_0","owner":"self","asset":"Metropolitan Govt Nashville & Davidson CntyTN 4.0000 2032-01- 01/ 592112UX2","ticker":null,"assetType":"GS","action":"sale","tradeDate":"2025-05-13","amountMin":1001,"amountMax":15000,"description":"Account Closing"},{"id":"house_20030387_26_1","owner":"self","asset":"Microsoft Corporation - Common Stock (MSFT)","ticker":"MSFT","assetType":"ST","action":"sale","tradeDate":"2025-05-12","amountMin":500001,"amountMax":1000000,"description":"Account Closing"},{"id":"house_20030387_26_2","owner":"self","asset":"Microsoft Corporation - Common Stock (MSFT)","ticker":"MSFT","assetType":"ST","action":"purchase","tradeDate":"2025-05-08","amountMin":500001,"amountMax":1000000,"description":"Portfolio Rebalance"},{"id":"house_20030387_26_3","owner":"self","asset":"MicroStrategy Incorporated - Class A Common Stock (MSTR)","ticker":"MSTR","assetType":"ST","action":"sale","tradeDate":"2025-05-12","amountMin":15001,"amountMax":50000,"description":"Account Closing"},{"id":"house_20030387_26_4","owner":"self","asset":"Minnesota ST 5.00 2025-08-01","ticker":null,"assetType":"GS","action":"sale","tradeDate":"2025-05-13","amountMin":15001,"amountMax":50000,"description":"Account Closing"},{"id":"house_20030387_26_5","owner":"self","asset":"Minnesota St 5.00000 2025-08-01","ticker":null,"assetType":"GS","action":"sale","tradeDate":"2025-05-13","amountMin":15001,"amountMax":50000,"description":"Account Closing"},{"id":"house_20030387_26_6","owner":"self","asset":"Nasdaq, Inc. - Common Stock (NDAQ)","ticker":"NDAQ","assetType":"ST","action":"sale","tradeDate":"2025-05-12","amountMin":15001,"amountMax":50000,"description":"Account Closing"},{"id":"house_20030387_26_7","owner":"self","asset":"Netflix, Inc. - Common Stock (NFLX)","ticker":"NFLX","assetType":"ST","action":"sale","tradeDate":"2025-05-12","amountMin":100001,"amountMax":250000,"description":""},{"id":"house_20030387_27_0","owner":"self","asset":"New York NY 5.0000 2028-08-01","ticker":null,"assetType":"GS","action":"sale","tradeDate":"2025-05-13","amountMin":15001,"amountMax":50000,"description":"Account Closing"},{"id":"house_20030387_27_1","owner":"self","asset":"New York NY 5.0000 2033-08-01","ticker":null,"assetType":"GS","action":"sale","tradeDate":"2025-05-13","amountMin":1001,"amountMax":15000,"description":"Account Closing"},{"id":"house_20030387_27_2","owner":"self","asset":"New York NY City Transitional Fin Auth Bldg Aid Rev 5.000 2029-07-15","ticker":null,"assetType":"GS","action":"sale","tradeDate":"2025-05-13","amountMin":1001,"amountMax":15000,"description":"Account Closing"},{"id":"house_20030387_27_3","owner":"self","asset":"New York NY Transitional Fin Auth Bldg Aid Rev 5.0000 2030-07-15","ticker":null,"assetType":"GS","action":"sale","tradeDate":"2025-05-13","amountMin":1001,"amountMax":15000,"description":"Account Closing"},{"id":"house_20030387_27_4","owner":"self","asset":"Newmont Corporation (NEM)","ticker":"NEM","assetType":"ST","action":"sale","tradeDate":"2025-05-12","amountMin":15001,"amountMax":50000,"description":"Account Closing"},{"id":"house_20030387_27_5","owner":"self","asset":"NextEra Energy, Inc. Common Stock (NEE)","ticker":"NEE","assetType":"ST","action":"sale","tradeDate":"2025-05-12","amountMin":50001,"amountMax":100000,"description":"Account Closing"},{"id":"house_20030387_27_6","owner":"self","asset":"NiSource Inc Common Stock (NI)","ticker":"NI","assetType":"ST","action":"sale","tradeDate":"2025-05-12","amountMin":50001,"amountMax":100000,"description":"Account Closing"},{"id":"house_20030387_28_0","owner":"self","asset":"NVIDIA Corporation - Common Stock (NVDA)","ticker":"NVDA","assetType":"ST","action":"sale","tradeDate":"2025-05-12","amountMin":500001,"amountMax":1000000,"description":"Account Closing"},{"id":"house_20030387_28_1","owner":"self","asset":"NVIDIA Corporation - Common Stock (NVDA)","ticker":"NVDA","assetType":"ST","action":"purchase","tradeDate":"2025-05-08","amountMin":100001,"amountMax":250000,"description":"Portfolio Rebalance"},{"id":"house_20030387_28_2","owner":"self","asset":"Occidental Petroleum Corporation Common Stock (OXY)","ticker":"OXY","assetType":"ST","action":"purchase","tradeDate":"2025-05-08","amountMin":15001,"amountMax":50000,"description":"Portfolio Rebalance"},{"id":"house_20030387_28_3","owner":"self","asset":"Occidental Petroleum Corporation Common Stock (OXY)","ticker":"OXY","assetType":"ST","action":"sale","tradeDate":"2025-05-12","amountMin":15001,"amountMax":50000,"description":"Account Closing"},{"id":"house_20030387_28_4","owner":"self","asset":"OGE Energy Corp Common Stock (OGE)","ticker":"OGE","assetType":"ST","action":"sale","tradeDate":"2025-05-12","amountMin":100001,"amountMax":250000,"description":"Account Closing"},{"id":"house_20030387_28_5","owner":"self","asset":"Ohio St Spl Oblig 5.0000 2029-04-01","ticker":null,"assetType":"GS","action":"sale","tradeDate":"2025-05-13","amountMin":1001,"amountMax":15000,"description":"Account Closing"},{"id":"house_20030387_28_6","owner":"self","asset":"Ohio St Wtr Dev Auth Wtr Pollution Ctl Rev 5.000 2032-06-01","ticker":null,"assetType":"GS","action":"sale","tradeDate":"2025-05-13","amountMin":1001,"amountMax":15000,"description":"Account Closing"},{"id":"house_20030387_28_7","owner":"self","asset":"Ohio St Wtr Dev Auth Wtr Pollution Ctl Rev 5.000 2032-06-01","ticker":null,"assetType":"GS","action":"sale","tradeDate":"2025-05-13","amountMin":1001,"amountMax":15000,"description":""},{"id":"house_20030387_29_0","owner":"self","asset":"Old Republic International Corporation Common Stock (ORI)","ticker":"ORI","assetType":"ST","action":"sale","tradeDate":"2025-05-12","amountMin":15001,"amountMax":50000,"description":"Account Closing"},{"id":"house_20030387_29_1","owner":"self","asset":"Omaha Pub Pwr Dist Neb Elec Rev 5.0000 2027-02-01","ticker":null,"assetType":"GS","action":"sale","tradeDate":"2025-05-13","amountMin":15001,"amountMax":50000,"description":"Account Closing"},{"id":"house_20030387_29_2","owner":"self","asset":"Oracle Corporation Common Stock (ORCL)","ticker":"ORCL","assetType":"ST","action":"sale","tradeDate":"2025-05-12","amountMin":15001,"amountMax":50000,"description":"Account Closing"},{"id":"house_20030387_29_3","owner":"self","asset":"Oracle Corporation Common Stock (ORCL)","ticker":"ORCL","assetType":"ST","action":"purchase","tradeDate":"2025-05-08","amountMin":15001,"amountMax":50000,"description":"Portfolio Rebalance"},{"id":"house_20030387_29_4","owner":"self","asset":"Oregon St 5.0000 2028-12-01","ticker":null,"assetType":"GS","action":"sale","tradeDate":"2025-05-13","amountMin":15001,"amountMax":50000,"description":"Account Closing"},{"id":"house_20030387_29_5","owner":"self","asset":"Oviedo FLA Util Rev 5.0000 2032-10- 01","ticker":null,"assetType":"GS","action":"sale","tradeDate":"2025-05-13","amountMin":1001,"amountMax":15000,"description":"Account Closing"},{"id":"house_20030387_29_6","owner":"self","asset":"Palantir Technologies Inc. - Class A Common Stock (PLTR)","ticker":"PLTR","assetType":"ST","action":"sale","tradeDate":"2025-05-12","amountMin":50001,"amountMax":100000,"description":"Account Closing"},{"id":"house_20030387_30_0","owner":"self","asset":"Palo Alto Networks, Inc. (PANW)","ticker":"PANW","assetType":"ST","action":"purchase","tradeDate":"2025-05-08","amountMin":15001,"amountMax":50000,"description":"Portfolio Rebalance"},{"id":"house_20030387_30_1","owner":"self","asset":"Palo Alto Networks, Inc. (PANW)","ticker":"PANW","assetType":"ST","action":"sale","tradeDate":"2025-05-12","amountMin":15001,"amountMax":50000,"description":"Account Closing"},{"id":"house_20030387_30_2","owner":"self","asset":"PayPal Holdings, Inc. - Common Stock (PYPL)","ticker":"PYPL","assetType":"ST","action":"sale","tradeDate":"2025-05-12","amountMin":15001,"amountMax":50000,"description":"Account Closing"},{"id":"house_20030387_30_3","owner":"self","asset":"Pepsico, Inc. (PEP)","ticker":"PEP","assetType":"ST","action":"sale","tradeDate":"2025-05-12","amountMin":15001,"amountMax":50000,"description":"Account Closing"},{"id":"house_20030387_30_4","owner":"self","asset":"Philip Morris International Inc Common Stock (PM)","ticker":"PM","assetType":"ST","action":"sale","tradeDate":"2025-05-12","amountMin":100001,"amountMax":250000,"description":"Account Closing"},{"id":"house_20030387_30_5","owner":"self","asset":"Phillips 66 Common Stock (PSX)","ticker":"PSX","assetType":"ST","action":"sale","tradeDate":"2025-05-12","amountMin":15001,"amountMax":50000,"description":"Account Closing"},{"id":"house_20030387_30_6","owner":"self","asset":"Pierce Cnty Wash Dist No 010 Tacoma 5.000 2025-12-01","ticker":null,"assetType":"GS","action":"sale","tradeDate":"2025-05-13","amountMin":15001,"amountMax":50000,"description":"Account Closing"},{"id":"house_20030387_30_7","owner":"self","asset":"Plano Tex Indpt Sch Dist 5.0000 2032-02-15","ticker":null,"assetType":"GS","action":"sale","tradeDate":"2025-05-13","amountMin":15001,"amountMax":50000,"description":""},{"id":"house_20030387_31_0","owner":"self","asset":"PNC Finl Svc 6.875 10/20/34 '33 FRN","ticker":null,"assetType":"CS","action":"sale","tradeDate":"2025-05-13","amountMin":50001,"amountMax":100000,"description":"Account Closing"},{"id":"house_20030387_31_1","owner":"self","asset":"Port Tacoma Wash Rev 4.0000 2025- 12-01","ticker":null,"assetType":"GS","action":"sale","tradeDate":"2025-05-13","amountMin":1001,"amountMax":15000,"description":"Account Closing"},{"id":"house_20030387_31_2","owner":"self","asset":"Primerica, Inc. Common Stock (PRI)","ticker":"PRI","assetType":"ST","action":"sale","tradeDate":"2025-05-12","amountMin":15001,"amountMax":50000,"description":"Account Closing"},{"id":"house_20030387_31_3","owner":"self","asset":"Procter & Gamble Company (PG)","ticker":"PG","assetType":"ST","action":"sale","tradeDate":"2025-05-12","amountMin":50001,"amountMax":100000,"description":"Account Closing"},{"id":"house_20030387_31_4","owner":"self","asset":"Progressive Corporation (PGR)","ticker":"PGR","assetType":"ST","action":"sale","tradeDate":"2025-05-12","amountMin":50001,"amountMax":100000,"description":"Account Closing"},{"id":"house_20030387_31_5","owner":"self","asset":"Prudential Financial, Inc. Common Stock (PRU)","ticker":"PRU","assetType":"ST","action":"sale","tradeDate":"2025-05-12","amountMin":15001,"amountMax":50000,"description":"Account Closing"},{"id":"house_20030387_31_6","owner":"self","asset":"PulteGroup, Inc. Common Stock (PHM)","ticker":"PHM","assetType":"ST","action":"sale","tradeDate":"2025-05-12","amountMin":15001,"amountMax":50000,"description":"Account Closing"},{"id":"house_20030387_32_0","owner":"self","asset":"Quanta Services, Inc. Common Stock (PWR)","ticker":"PWR","assetType":"ST","action":"sale","tradeDate":"2025-05-12","amountMin":50001,"amountMax":100000,"description":"Account Closing"},{"id":"house_20030387_32_1","owner":"self","asset":"Rapid7, Inc. - Common Stock (RPD)","ticker":"RPD","assetType":"ST","action":"sale","tradeDate":"2025-05-12","amountMin":15001,"amountMax":50000,"description":"Account Closing"},{"id":"house_20030387_32_2","owner":"self","asset":"Realty Income Corporation Common Stock (O)","ticker":"O","assetType":"ST","action":"sale","tradeDate":"2025-05-12","amountMin":50001,"amountMax":100000,"description":"Account Closing"},{"id":"house_20030387_32_3","owner":"self","asset":"RLI Corp. Common Stock (RLI)","ticker":"RLI","assetType":"ST","action":"sale","tradeDate":"2025-05-12","amountMin":15001,"amountMax":50000,"description":"Account Closing"},{"id":"house_20030387_32_4","owner":"self","asset":"Ross Stores, Inc. - Common Stock (ROST)","ticker":"ROST","assetType":"ST","action":"sale","tradeDate":"2025-05-12","amountMin":15001,"amountMax":50000,"description":"Account Closing"},{"id":"house_20030387_32_5","owner":"self","asset":"Royal Caribbean Cruises Ltd. Common Stock (RCL)","ticker":"RCL","assetType":"ST","action":"sale","tradeDate":"2025-05-12","amountMin":50001,"amountMax":100000,"description":"Account Closing"},{"id":"house_20030387_32_6","owner":"self","asset":"Royal Gold, Inc. - Common Stock (RGLD)","ticker":"RGLD","assetType":"ST","action":"sale","tradeDate":"2025-05-12","amountMin":50001,"amountMax":100000,"description":"Account Closing"},{"id":"house_20030387_32_7","owner":"self","asset":"RTX Corporation Common Stock (RTX)","ticker":"RTX","assetType":"ST","action":"sale","tradeDate":"2025-05-12","amountMin":15001,"amountMax":50000,"description":""},{"id":"house_20030387_33_0","owner":"self","asset":"Rush Enterprises, Inc. - Class B Common Stock (RUSHB)","ticker":"RUSHB","assetType":"ST","action":"sale","tradeDate":"2025-05-12","amountMin":50001,"amountMax":100000,"description":"Account Closing"},{"id":"house_20030387_33_1","owner":"self","asset":"S&P Global Inc. Common Stock (SPGI)","ticker":"SPGI","assetType":"ST","action":"sale","tradeDate":"2025-05-12","amountMin":50001,"amountMax":100000,"description":"Account Closing"},{"id":"house_20030387_33_2","owner":"self","asset":"Salesforce, Inc. Common Stock (CRM)","ticker":"CRM","assetType":"ST","action":"sale","tradeDate":"2025-05-12","amountMin":15001,"amountMax":50000,"description":"Account Closing"},{"id":"house_20030387_33_3","owner":"self","asset":"Salesforce, Inc. Common Stock (CRM)","ticker":"CRM","assetType":"ST","action":"purchase","tradeDate":"2025-05-08","amountMin":15001,"amountMax":50000,"description":"Portfolio Rebalance"},{"id":"house_20030387_33_4","owner":"self","asset":"SBA Communications Corporation - Class A Common Stock (SBAC)","ticker":"SBAC","assetType":"ST","action":"sale","tradeDate":"2025-05-12","amountMin":50001,"amountMax":100000,"description":"Account Closing"},{"id":"house_20030387_33_5","owner":"self","asset":"Schneider National, Inc. Common Stock (SNDR)","ticker":"SNDR","assetType":"ST","action":"sale","tradeDate":"2025-05-12","amountMin":15001,"amountMax":50000,"description":"Account Closing"},{"id":"house_20030387_33_6","owner":"self","asset":"Sherman Tex 5.0000 2025-08-15","ticker":null,"assetType":"GS","action":"sale","tradeDate":"2025-05-13","amountMin":1001,"amountMax":15000,"description":"Account Closing"},{"id":"house_20030387_34_0","owner":"self","asset":"Sherwin-Williams Company (SHW)","ticker":"SHW","assetType":"ST","action":"sale","tradeDate":"2025-05-12","amountMin":15001,"amountMax":50000,"description":"Account Closing"},{"id":"house_20030387_34_1","owner":"self","asset":"Snowflake Inc. Class A Common Stock (SNOW)","ticker":"SNOW","assetType":"ST","action":"sale","tradeDate":"2025-05-12","amountMin":15001,"amountMax":50000,"description":"Account Closing"},{"id":"house_20030387_34_2","owner":"self","asset":"South Jordan Utah Sales Tax Rev 5.00 2028-8-15","ticker":null,"assetType":"GS","action":"sale","tradeDate":"2025-05-13","amountMin":1001,"amountMax":15000,"description":"Account Closing"},{"id":"house_20030387_34_3","owner":"self","asset":"Southwest Allen Ind Multi Sch Bldg Corp 5.0000 2029-07-15","ticker":null,"assetType":"GS","action":"sale","tradeDate":"2025-05-13","amountMin":15001,"amountMax":50000,"description":"Account Closing"},{"id":"house_20030387_34_4","owner":"self","asset":"Spotify Technology S.A. Ordinary Shares (SPOT)","ticker":"SPOT","assetType":"ST","action":"sale","tradeDate":"2025-05-12","amountMin":50001,"amountMax":100000,"description":"Account Closing"},{"id":"house_20030387_34_5","owner":"self","asset":"Spotsylvania Cnty VA Wtr & Swr Rev 5.0000 2025-12-01","ticker":null,"assetType":"GS","action":"sale","tradeDate":"2025-05-13","amountMin":15001,"amountMax":50000,"description":"Account Closing"},{"id":"house_20030387_34_6","owner":"self","asset":"Stryker Corporation Common Stock (SYK)","ticker":"SYK","assetType":"ST","action":"sale","tradeDate":"2025-05-12","amountMin":50001,"amountMax":100000,"description":"Account Closing"},{"id":"house_20030387_34_7","owner":"self","asset":"Synopsys, Inc. - Common Stock (SNPS)","ticker":"SNPS","assetType":"ST","action":"sale","tradeDate":"2025-05-12","amountMin":50001,"amountMax":100000,"description":""},{"id":"house_20030387_35_0","owner":"self","asset":"Sysco Corporation Common Stock (SYY)","ticker":"SYY","assetType":"ST","action":"sale","tradeDate":"2025-05-12","amountMin":15001,"amountMax":50000,"description":"Account Closing"},{"id":"house_20030387_35_1","owner":"self","asset":"Take-Two Interactive Software, Inc. - Common Stock (TTWO)","ticker":"TTWO","assetType":"ST","action":"sale","tradeDate":"2025-05-12","amountMin":15001,"amountMax":50000,"description":"Account Closing"},{"id":"house_20030387_35_2","owner":"self","asset":"Tesla, Inc. - Common Stock (TSLA)","ticker":"TSLA","assetType":"ST","action":"sale","tradeDate":"2025-05-12","amountMin":100001,"amountMax":250000,"description":"Account Closing"},{"id":"house_20030387_35_3","owner":"self","asset":"Texas Instruments Incorporated - Common Stock (TXN)","ticker":"TXN","assetType":"ST","action":"sale","tradeDate":"2025-05-12","amountMin":100001,"amountMax":250000,"description":"Account Closing"},{"id":"house_20030387_35_4","owner":"self","asset":"Texas Instruments Incorporated - Common Stock (TXN)","ticker":"TXN","assetType":"ST","action":"sale","tradeDate":"2025-05-08","amountMin":15001,"amountMax":50000,"description":"Portfolio Rebalance"},{"id":"house_20030387_35_5","owner":"self","asset":"Texas Tech Univ Revs 5.000 2029- 02-15","ticker":null,"assetType":"GS","action":"sale","tradeDate":"2025-05-13","amountMin":1001,"amountMax":15000,"description":"Account Closing"},{"id":"house_20030387_35_6","owner":"self","asset":"The Carlyle Group Inc. - Common Stock (CG)","ticker":"CG","assetType":"ST","action":"sale","tradeDate":"2025-05-12","amountMin":50001,"amountMax":100000,"description":"Account Closing"},{"id":"house_20030387_36_0","owner":"self","asset":"The Cigna Group Common Stock (CI)","ticker":"CI","assetType":"ST","action":"sale","tradeDate":"2025-05-12","amountMin":15001,"amountMax":50000,"description":"Account Closing"},{"id":"house_20030387_36_1","owner":"self","asset":"The J.M. Smucker Company Common Stock (SJM)","ticker":"SJM","assetType":"ST","action":"sale","tradeDate":"2025-05-12","amountMin":15001,"amountMax":50000,"description":"Account Closing"},{"id":"house_20030387_36_2","owner":"self","asset":"The Trade Desk, Inc. - Class A Common Stock (TTD)","ticker":"TTD","assetType":"ST","action":"purchase","tradeDate":"2025-05-08","amountMin":15001,"amountMax":50000,"description":"Portfolio Rebalance"},{"id":"house_20030387_36_3","owner":"self","asset":"The Trade Desk, Inc. - Class A Common Stock (TTD)","ticker":"TTD","assetType":"ST","action":"sale","tradeDate":"2025-05-12","amountMin":15001,"amountMax":50000,"description":"Account Closing"},{"id":"house_20030387_36_4","owner":"self","asset":"TJX Companies, Inc. (TJX)","ticker":"TJX","assetType":"ST","action":"sale","tradeDate":"2025-05-12","amountMin":50001,"amountMax":100000,"description":"Account Closing"},{"id":"house_20030387_36_5","owner":"self","asset":"Trane Technologies plc (TT)","ticker":"TT","assetType":"ST","action":"sale","tradeDate":"2025-05-12","amountMin":50001,"amountMax":100000,"description":"Account Closing"},{"id":"house_20030387_36_6","owner":"self","asset":"Transdigm Group Incorporated Common Stock (TDG)","ticker":"TDG","assetType":"ST","action":"sale","tradeDate":"2025-05-12","amountMin":15001,"amountMax":50000,"description":"Account Closing"},{"id":"house_20030387_36_7","owner":"self","asset":"Transdigm Group Incorporated Common Stock (TDG)","ticker":"TDG","assetType":"ST","action":"sale","tradeDate":"2025-05-08","amountMin":15001,"amountMax":50000,"description":""},{"id":"house_20030387_37_0","owner":"self","asset":"Tri-cnty Met Transn Dist Ore Rev 5.000 2027-09-01","ticker":null,"assetType":"GS","action":"sale","tradeDate":"2025-05-13","amountMin":1001,"amountMax":15000,"description":"Account Closing"},{"id":"house_20030387_37_1","owner":"self","asset":"Uber Technologies, Inc. Common Stock (UBER)","ticker":"UBER","assetType":"ST","action":"sale","tradeDate":"2025-05-12","amountMin":50001,"amountMax":100000,"description":"Account Closing"},{"id":"house_20030387_37_2","owner":"self","asset":"Union Pacific Corporation Common Stock (UNP)","ticker":"UNP","assetType":"ST","action":"sale","tradeDate":"2025-05-12","amountMin":15001,"amountMax":50000,"description":"Account Closing"},{"id":"house_20030387_37_3","owner":"self","asset":"United Community Banks, Inc. Common Stock (UCB)","ticker":"UCB","assetType":"ST","action":"sale","tradeDate":"2025-05-12","amountMin":50001,"amountMax":100000,"description":"Account Closing"},{"id":"house_20030387_37_4","owner":"self","asset":"United Parcel Service, Inc. Common Stock (UPS)","ticker":"UPS","assetType":"ST","action":"sale","tradeDate":"2025-05-08","amountMin":15001,"amountMax":50000,"description":"Portfolio Rebalance"},{"id":"house_20030387_37_5","owner":"self","asset":"UnitedHealth Group Incorporated Common Stock (UNH)","ticker":"UNH","assetType":"ST","action":"sale","tradeDate":"2025-05-08","amountMin":15001,"amountMax":50000,"description":"Portfolio Rebalance"},{"id":"house_20030387_37_6","owner":"self","asset":"Univest Financial Corporation - Common Stock (UVSP)","ticker":"UVSP","assetType":"ST","action":"sale","tradeDate":"2025-05-12","amountMin":15001,"amountMax":50000,"description":"Account Closing"},{"id":"house_20030387_38_0","owner":"self","asset":"Verizon Communications Inc. Common Stock (VZ)","ticker":"VZ","assetType":"ST","action":"sale","tradeDate":"2025-05-12","amountMin":15001,"amountMax":50000,"description":"Account Closing"},{"id":"house_20030387_38_1","owner":"self","asset":"Vermillion S D Sch Dist No 13-1 5.0000 2030-08-01","ticker":null,"assetType":"GS","action":"sale","tradeDate":"2025-05-13","amountMin":1001,"amountMax":15000,"description":"Account Closing"},{"id":"house_20030387_38_2","owner":"self","asset":"Vertex Pharmaceuticals Incorporated - Common Stock (VRTX)","ticker":"VRTX","assetType":"ST","action":"sale","tradeDate":"2025-05-12","amountMin":15001,"amountMax":50000,"description":"Account Closing"},{"id":"house_20030387_38_3","owner":"self","asset":"Visa Inc. (V)","ticker":"V","assetType":"ST","action":"sale","tradeDate":"2025-05-12","amountMin":100001,"amountMax":250000,"description":"Account Closing"},{"id":"house_20030387_38_4","owner":"self","asset":"Vistancia Cmnty Facs Dist Arizona 4.00 2025-07-15","ticker":null,"assetType":"GS","action":"sale","tradeDate":"2025-05-13","amountMin":50001,"amountMax":100000,"description":"Account Closing"},{"id":"house_20030387_38_5","owner":"self","asset":"Walmart Inc. Common Stock (WMT)","ticker":"WMT","assetType":"ST","action":"sale","tradeDate":"2025-05-12","amountMin":100001,"amountMax":250000,"description":"Account Closing"},{"id":"house_20030387_38_6","owner":"self","asset":"Walt Disney Company (DIS)","ticker":"DIS","assetType":"ST","action":"sale","tradeDate":"2025-05-12","amountMin":15001,"amountMax":50000,"description":"Account Closing"},{"id":"house_20030387_38_7","owner":"self","asset":"Walt Disney Company (DIS)","ticker":"DIS","assetType":"ST","action":"purchase","tradeDate":"2025-05-08","amountMin":15001,"amountMax":50000,"description":""},{"id":"house_20030387_39_0","owner":"self","asset":"Warner Bros. Discovery, Inc. - Series A Common Stock (WBD)","ticker":"WBD","assetType":"ST","action":"sale","tradeDate":"2025-05-12","amountMin":15001,"amountMax":50000,"description":"Account Closing"},{"id":"house_20030387_39_1","owner":"self","asset":"Washington Cnty Tenn 4.0000 2027- 06-01","ticker":null,"assetType":"GS","action":"sale","tradeDate":"2025-05-13","amountMin":50001,"amountMax":100000,"description":"Account Closing"},{"id":"house_20030387_39_2","owner":"self","asset":"Weld Cnty Colo Sch Dist No Re 4.50000 2025-12-01","ticker":null,"assetType":"GS","action":"sale","tradeDate":"2025-05-13","amountMin":15001,"amountMax":50000,"description":"Account Closing"},{"id":"house_20030387_39_3","owner":"self","asset":"Wells Fargo & Company Common Stock (WFC)","ticker":"WFC","assetType":"ST","action":"sale","tradeDate":"2025-05-12","amountMin":50001,"amountMax":100000,"description":"Account Closing"},{"id":"house_20030387_39_4","owner":"self","asset":"Wells Fargo 5.574 07/25/29 '28 Mtn","ticker":null,"assetType":"CS","action":"sale","tradeDate":"2025-05-13","amountMin":15001,"amountMax":50000,"description":"Account Closing"},{"id":"house_20030387_39_5","owner":"self","asset":"Wells Fargo 6.491 10/23/34 '33 MTN","ticker":null,"assetType":"CS","action":"sale","tradeDate":"2025-05-13","amountMin":50001,"amountMax":100000,"description":"Account Closing"},{"id":"house_20030387_39_6","owner":"self","asset":"Welltower Inc. Common Stock (WELL)","ticker":"WELL","assetType":"ST","action":"sale","tradeDate":"2025-05-12","amountMin":50001,"amountMax":100000,"description":"Account Closing"},{"id":"house_20030387_40_0","owner":"self","asset":"Western Digital Corporation - Common Stock (WDC)","ticker":"WDC","assetType":"ST","action":"sale","tradeDate":"2025-05-12","amountMin":15001,"amountMax":50000,"description":"Account Closing"},{"id":"house_20030387_40_1","owner":"self","asset":"Williams Companies, Inc. (WMB)","ticker":"WMB","assetType":"ST","action":"sale","tradeDate":"2025-05-12","amountMin":50001,"amountMax":100000,"description":"Account Closing"},{"id":"house_20030387_40_2","owner":"self","asset":"Workday, Inc. - Class A Common Stock (WDAY)","ticker":"WDAY","assetType":"ST","action":"sale","tradeDate":"2025-05-08","amountMin":15001,"amountMax":50000,"description":"Portfolio Rebalance"},{"id":"house_20030387_40_3","owner":"self","asset":"Workday, Inc. - Class A Common Stock (WDAY)","ticker":"WDAY","assetType":"ST","action":"sale","tradeDate":"2025-05-12","amountMin":50001,"amountMax":100000,"description":"Account Closing"},{"id":"house_20030387_40_4","owner":"self","asset":"Zoetis Inc. Class A Common Stock (ZTS)","ticker":"ZTS","assetType":"ST","action":"sale","tradeDate":"2025-05-12","amountMin":15001,"amountMax":50000,"description":"Account Closing"},{"id":"house_20030387_40_5","owner":"self","asset":"Zoom Communications, Inc. - Class A Common Stock (ZM)","ticker":"ZM","assetType":"ST","action":"sale","tradeDate":"2025-05-12","amountMin":15001,"amountMax":50000,"description":"Account Closing"}],"interpretation":"A filing records reported transactions. It is not a complete current portfolio, and the reported owner may be the filer, a spouse, a dependent, or a joint account.","availableThrough":"2026-09-14","checkedAt":"2026-09-15T07:25:55.807Z"}