Official filing · 20030891
Lisa McClain congressional stock disclosure
Lisa McClain filed a public congressional financial disclosure on August 13, 2025. CopyGov shows 715 extracted transactions, including 453 purchases involving $ABT, $ABBV, $ACN, $ADBE, $WMS, with a link to the original House record.
FiledAugust 13, 2025
Transactions extracted715
Purchases / sales453 / 262
Extraction statuspartial
Reported transactions
| Asset | Ticker | Type | Transaction date | Reported owner | Reported value |
|---|---|---|---|---|---|
| Abbott Laboratories Common Stock (ABT) | $ABT | sale | 2025-07-10 | spouse | $1,001 to $15,000 |
| Abbott Laboratories Common Stock (ABT) | $ABT | purchase | 2025-06-24 | spouse | $1,001 to $15,000 |
| AbbVie Inc. Common Stock (ABBV) | $ABBV | purchase | 2025-06-17 | spouse | $1,001 to $15,000 |
| AbbVie Inc. Common Stock (ABBV) | $ABBV | sale | 2025-07-22 | spouse | $1,001 to $15,000 |
| AbbVie Inc. Common Stock (ABBV) | $ABBV | purchase | 2025-07-22 | spouse | $1,001 to $15,000 |
| Accenture plc Class A Ordinary Shares (ACN) | $ACN | sale | 2025-07-10 | spouse | $1,001 to $15,000 |
| Accenture plc Class A Ordinary Shares (ACN) | $ACN | purchase | 2025-06-24 | spouse | $1,001 to $15,000 |
| Adobe Inc. - Common Stock (ADBE) | $ADBE | purchase | 2025-06-23 | spouse | $1,001 to $15,000 |
| Adobe Inc. - Common Stock (ADBE) | $ADBE | sale | 2025-07-10 | spouse | $1,001 to $15,000 |
| Advanced Drainage Systems, Inc. Common Stock (WMS) | $WMS | purchase | 2025-06-17 | spouse | $1,001 to $15,000 |
| Advanced Drainage Systems, Inc. Common Stock (WMS) | $WMS | sale | 2025-07-16 | spouse | $1,001 to $15,000 |
| Advanced Micro Devices, Inc. (AMD) | $AMD | purchase | 2025-06-17 | spouse | $1,001 to $15,000 |
| Advanced Micro Devices, Inc. (AMD) | $AMD | sale | 2024-10-23 | spouse | $15,001 to $50,000 |
| Advanced Micro Devices, Inc. (AMD) | $AMD | purchase | 2024-06-06 | spouse | $1,001 to $15,000 |
| Advanced Micro Devices, Inc. (AMD) | $AMD | purchase | 2024-03-11 | spouse | $15,001 to $50,000 |
| AGCO Corporation Common Stock (AGCO) | $AGCO | sale | 2025-06-24 | spouse | $1,001 to $15,000 |
| AGCO Corporation Common Stock (AGCO) | $AGCO | purchase | 2025-06-11 | spouse | $1,001 to $15,000 |
| Agilent Technologies, Inc. Common Stock (A) | $A | sale | 2025-07-16 | spouse | $1,001 to $15,000 |
| Agilent Technologies, Inc. Common Stock (A) | $A | purchase | 2025-06-17 | spouse | $1,001 to $15,000 |
| Agree Realty Corporation Common Stock (ADC) | $ADC | purchase | 2025-06-11 | spouse | $1,001 to $15,000 |
| Agree Realty Corporation Common Stock (ADC) | $ADC | sale | 2025-06-17 | spouse | $1,001 to $15,000 |
| Alaska Air Group, Inc. Common Stock (ALK) | $ALK | sale | 2025-06-17 | spouse | $1,001 to $15,000 |
| Alaska Air Group, Inc. Common Stock (ALK) | $ALK | purchase | 2025-06-11 | spouse | $1,001 to $15,000 |
| Albertsons Companies, Inc. Class A Common Stock (ACI) | $ACI | sale | 2025-07-22 | spouse | $1,001 to $15,000 |
| Albertsons Companies, Inc. Class A Common Stock (ACI) | $ACI | purchase | 2025-07-16 | spouse | $1,001 to $15,000 |
| Alexander & Baldwin, Inc. Common Stock REIT Holding Company (ALEX) | $ALEX | purchase | 2025-07-16 | spouse | $1,001 to $15,000 |
| Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share (BABA) | $BABA | purchase | 2025-07-22 | spouse | $1,001 to $15,000 |
| Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share (BABA) | $BABA | sale | 2025-06-17 | spouse | $1,001 to $15,000 |
| Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share (BABA) | $BABA | purchase | 2025-06-09 | spouse | $1,001 to $15,000 |
| Allegion plc Ordinary Shares (ALLE) | $ALLE | purchase | 2025-06-17 | spouse | $1,001 to $15,000 |
| Alphabet Inc. - Class A Common Stock (GOOGL) | $GOOGL | purchase | 2025-06-24 | spouse | $1,001 to $15,000 |
| Alphabet Inc. - Class A Common Stock (GOOGL) | $GOOGL | purchase | 2024-12-11 | spouse | $1,001 to $15,000 |
| Alphabet Inc. - Class C Capital Stock (GOOG) | $GOOG | purchase | 2025-06-09 | spouse | $1,001 to $15,000 |
| Alphabet Inc. - Class C Capital Stock (GOOG) | $GOOG | purchase | 2025-06-11 | spouse | $1,001 to $15,000 |
| Alphabet Inc. - Class C Capital Stock (GOOG) | $GOOG | sale | 2025-06-10 | spouse | $1,001 to $15,000 |
| Amazon.com, Inc. - Common Stock (AMZN) | $AMZN | purchase | 2025-06-17 | spouse | $1,001 to $15,000 |
| Amazon.com, Inc. - Common Stock (AMZN) | $AMZN | sale | 2025-07-22 | spouse | $1,001 to $15,000 |
| Amazon.com, Inc. - Common Stock (AMZN) | $AMZN | sale | 2025-08-04 | spouse | $1,001 to $15,000 |
| Amazon.com, Inc. - Common Stock (AMZN) | $AMZN | purchase | 2025-06-09 | spouse | $1,001 to $15,000 |
| Amazon.com, Inc. - Common Stock (AMZN) | $AMZN | purchase | 2024-12-11 | spouse | $1,001 to $15,000 |
| Amedisys Inc - Common Stock (AMED) | $AMED | purchase | 2025-06-09 | spouse | $1,001 to $15,000 |
| American Airlines Group, Inc. - Common Stock (AAL) | $AAL | purchase | 2025-06-09 | spouse | $1,001 to $15,000 |
| American Airlines Group, Inc. - Common Stock (AAL) | $AAL | sale | 2025-06-11 | spouse | $1,001 to $15,000 |
| American Express Company Common Stock (AXP) | $AXP | purchase | 2025-06-17 | spouse | $1,001 to $15,000 |
| American International Group, Inc. New Common Stock (AIG) | $AIG | purchase | 2025-06-17 | spouse | $1,001 to $15,000 |
| American International Group, Inc. New Common Stock (AIG) | $AIG | sale | 2025-07-10 | spouse | $1,001 to $15,000 |
| Amgen Inc. - Common Stock (AMGN) | $AMGN | purchase | 2025-06-24 | spouse | $1,001 to $15,000 |
| Anheuser-Busch Inbev SA Sponsored ADR (BUD) | $BUD | sale | 2025-06-11 | spouse | $1,001 to $15,000 |
| Anheuser-Busch Inbev SA Sponsored ADR (BUD) | $BUD | purchase | 2025-06-09 | spouse | $1,001 to $15,000 |
| Anheuser-Busch Inbev SA Sponsored ADR (BUD) | $BUD | purchase | 2025-07-16 | spouse | $1,001 to $15,000 |
| Antero Resources Corporation Common Stock (AR) | $AR | purchase | 2025-07-10 | spouse | $1,001 to $15,000 |
| Antero Resources Corporation Common Stock (AR) | $AR | sale | 2025-07-22 | spouse | $1,001 to $15,000 |
| Apple Inc. - Common Stock (AAPL) | $AAPL | sale | 2025-07-22 | spouse | $1,001 to $15,000 |
| Apple Inc. - Common Stock (AAPL) | $AAPL | purchase | 2025-06-09 | spouse | $1,001 to $15,000 |
| Apple Inc. - Common Stock (AAPL) | $AAPL | purchase | 2024-12-11 | spouse | $1,001 to $15,000 |
| Apple Inc. - Common Stock (AAPL) | $AAPL | purchase | 2025-06-17 | spouse | $1,001 to $15,000 |
| Applied Materials, Inc. - Common Stock (AMAT) | $AMAT | sale | 2025-08-04 | spouse | $1,001 to $15,000 |
| Applied Materials, Inc. - Common Stock (AMAT) | $AMAT | purchase | 2025-07-22 | spouse | $1,001 to $15,000 |
| AptarGroup, Inc. Common Stock (ATR) | $ATR | purchase | 2025-06-24 | spouse | $1,001 to $15,000 |
| Aramark Common Stock (ARMK) | $ARMK | sale | 2025-06-17 | spouse | $1,001 to $15,000 |
| Aramark Common Stock (ARMK) | $ARMK | purchase | 2025-06-11 | spouse | $1,001 to $15,000 |
| Arcelor Mittal NY Registry Shares NEW (MT) | $MT | purchase | 2025-06-24 | spouse | $1,001 to $15,000 |
| Arista Networks, Inc. Common Stock (ANET) | $ANET | purchase | 2024-12-11 | spouse | $1,001 to $15,000 |
| Arista Networks, Inc. Common Stock (ANET) | $ANET | sale | 2025-03-20 | spouse | $1,001 to $15,000 |
| Armstrong World Industries Inc Common Stock (AWI) | $AWI | purchase | 2025-06-11 | spouse | $1,001 to $15,000 |
| Armstrong World Industries Inc Common Stock (AWI) | $AWI | sale | 2025-06-17 | spouse | $1,001 to $15,000 |
| Arthur J. Gallagher & Co. Common Stock (AJG) | $AJG | sale | 2025-08-04 | spouse | $1,001 to $15,000 |
| Arthur J. Gallagher & Co. Common Stock (AJG) | $AJG | purchase | 2024-12-11 | spouse | $1,001 to $15,000 |
| ASML Holding N.V. - New York Registry Shares (ASML) | $ASML | purchase | 2025-06-09 | spouse | $1,001 to $15,000 |
| ASML Holding N.V. - New York Registry Shares (ASML) | $ASML | sale | 2024-06-10 | spouse | $1,001 to $15,000 |
| ASML Holding N.V. - New York Registry Shares (ASML) | $ASML | sale | 2025-07-22 | spouse | $1,001 to $15,000 |
| ASML Holding N.V. - New York Registry Shares (ASML) | $ASML | purchase | 2025-06-17 | spouse | $1,001 to $15,000 |
| AstraZeneca PLC - American Depositary Shares (AZN) | $AZN | sale | 2025-06-17 | spouse | $1,001 to $15,000 |
| AstraZeneca PLC - American Depositary Shares (AZN) | $AZN | purchase | 2025-06-09 | spouse | $1,001 to $15,000 |
| AstraZeneca PLC - American Depositary Shares (AZN) | $AZN | purchase | 2025-07-22 | spouse | $1,001 to $15,000 |
| AT&T Inc. (T) | $T | sale | 2025-07-10 | spouse | $1,001 to $15,000 |
| AT&T Inc. (T) | $T | purchase | 2025-06-17 | spouse | $1,001 to $15,000 |
| Autodesk, Inc. - Common Stock (ADSK) | $ADSK | sale | 2025-07-10 | spouse | $1,001 to $15,000 |
| Autoliv, Inc. Common Stock (ALV) | $ALV | sale | 2025-08-04 | spouse | $1,001 to $15,000 |
| Autoliv, Inc. Common Stock (ALV) | $ALV | purchase | 2025-07-22 | spouse | $1,001 to $15,000 |
| Automatic Data Processing, Inc. - Common Stock (ADP) | $ADP | purchase | 2025-07-10 | spouse | $1,001 to $15,000 |
| Automatic Data Processing, Inc. - Common Stock (ADP) | $ADP | sale | 2025-07-16 | spouse | $1,001 to $15,000 |
| Avantor, Inc. Common Stock (AVTR) | $AVTR | purchase | 2025-06-11 | spouse | $1,001 to $15,000 |
| Avantor, Inc. Common Stock (AVTR) | $AVTR | sale | 2025-06-17 | spouse | $1,001 to $15,000 |
| Avient Corporation Common Stock (AVNT) | $AVNT | purchase | 2025-06-11 | spouse | $1,001 to $15,000 |
| Baker Hughes Company - Common Stock (BKR) | $BKR | sale | 2025-06-10 | spouse | $1,001 to $15,000 |
| Baker Hughes Company - Common Stock (BKR) | $BKR | purchase | 2024-12-11 | spouse | $1,001 to $15,000 |
| Bank of America Corporation Common Stock (BAC) | $BAC | purchase | 2025-06-17 | spouse | $1,001 to $15,000 |
| Barclays PLC Common Stock (BCS) | $BCS | purchase | 2025-06-17 | spouse | $1,001 to $15,000 |
| Baxter International Inc. Common Stock (BAX) | $BAX | purchase | 2025-07-22 | spouse | $1,001 to $15,000 |
| Becton, Dickinson and Company Common Stock (BDX) | $BDX | purchase | 2025-06-17 | spouse | $1,001 to $15,000 |
| Becton, Dickinson and Company Common Stock (BDX) | $BDX | sale | 2025-06-24 | spouse | $1,001 to $15,000 |
| Berkshire Hathaway Inc. New Common Stock (BRK.B) | $BRK.B | sale | 2025-06-11 | spouse | $1,001 to $15,000 |
| Berkshire Hathaway Inc. New Common Stock (BRK.B) | $BRK.B | purchase | 2025-07-16 | spouse | $1,001 to $15,000 |
| BHP Group Limited American Depositary Shares (BHP) | $BHP | purchase | 2025-07-22 | spouse | $1,001 to $15,000 |
| BHP Group Limited American Depositary Shares (BHP) | $BHP | sale | 2025-06-17 | spouse | $1,001 to $15,000 |
| BHP Group Limited American Depositary Shares (BHP) | $BHP | purchase | 2025-06-11 | spouse | $1,001 to $15,000 |
| BILL Holdings, Inc. Common Stock (BILL) | $BILL | purchase | 2025-06-17 | spouse | $1,001 to $15,000 |
| BJ's Wholesale Club Holdings, Inc. Common Stock (BJ) | $BJ | sale | 2025-07-10 | spouse | $1,001 to $15,000 |
| BJ's Wholesale Club Holdings, Inc. Common Stock (BJ) | $BJ | purchase | 2025-06-11 | spouse | $1,001 to $15,000 |
| Black Hills Corporation Common Stock (BKH) | $BKH | sale | 2025-06-17 | spouse | $1,001 to $15,000 |
| BlackRock, Inc. Common Stock (BLK) | $BLK | purchase | 2025-07-16 | spouse | $1,001 to $15,000 |
| Bloomfield Charter 5%38 DB LTX Due 04/01/38 | Not listed | purchase | 2025-01-31 | spouse | $15,001 to $50,000 |
| BLOOMFIELD CHARTER T REV 5% 04/01/2038 CALLABLE | Not listed | sale | 2025-06-06 | spouse | $15,001 to $50,000 |
| Boston Scientific Corporation Common Stock (BSX) | $BSX | purchase | 2024-12-11 | spouse | $1,001 to $15,000 |
| BP p.l.c. Common Stock (BP) | $BP | purchase | 2025-06-24 | spouse | $1,001 to $15,000 |
| Brinks Company (BCO) | $BCO | purchase | 2025-06-11 | spouse | $1,001 to $15,000 |
| British American Tobacco Industries, p.l.c. Common Stock ADR (BTI) | $BTI | sale | 2025-06-24 | spouse | $1,001 to $15,000 |
| British American Tobacco Industries, p.l.c. Common Stock ADR (BTI) | $BTI | purchase | 2025-06-17 | spouse | $1,001 to $15,000 |
| Broadcom Inc. - Common Stock (AVGO) | $AVGO | purchase | 2025-06-17 | spouse | $1,001 to $15,000 |
| Broadcom Inc. - Common Stock (AVGO) | $AVGO | sale | 2025-06-10 | spouse | $1,001 to $15,000 |
| Broadcom Inc. - Common Stock (AVGO) | $AVGO | purchase | 2025-06-11 | spouse | $1,001 to $15,000 |
| Broadcom Inc. - Common Stock (AVGO) | $AVGO | purchase | 2025-01-22 | spouse | $1,001 to $15,000 |
| Broadridge Financial Solutions, Inc. Common Stock (BR) | $BR | sale | 2025-07-10 | spouse | $1,001 to $15,000 |
| Broadridge Financial Solutions, Inc. Common Stock (BR) | $BR | purchase | 2025-06-17 | spouse | $1,001 to $15,000 |
| Brookline Bancorp, Inc. - Common Stock (BRKL) | $BRKL | sale | 2025-06-17 | spouse | $1,001 to $15,000 |
| Brookline Bancorp, Inc. - Common Stock (BRKL) | $BRKL | purchase | 2025-06-09 | spouse | $1,001 to $15,000 |
| Brown Forman Inc Class B Common Stock (BF.B) | $BF.B | sale | 2025-06-17 | spouse | $1,001 to $15,000 |
| Brown Forman Inc Class B Common Stock (BF.B) | $BF.B | purchase | 2025-06-11 | spouse | $1,001 to $15,000 |
| Brunswick Corporation Common Stock (BC) | $BC | sale | 2025-06-17 | spouse | $1,001 to $15,000 |
| Brunswick Corporation Common Stock (BC) | $BC | purchase | 2025-06-11 | spouse | $1,001 to $15,000 |
| Burlington Stores, Inc. Common Stock (BURL) | $BURL | purchase | 2025-06-11 | spouse | $1,001 to $15,000 |
| Burlington Stores, Inc. Common Stock (BURL) | $BURL | sale | 2025-06-17 | spouse | $1,001 to $15,000 |
| BWX Technologies, Inc. Common Stock (BWXT) | $BWXT | purchase | 2025-06-11 | spouse | $1,001 to $15,000 |
| Campbell Soup Company Common Stock (CPB) | $CPB | sale | 2025-06-17 | spouse | $1,001 to $15,000 |
| Capri Holdings Limited Ordinary Shares (CPRI) | $CPRI | sale | 2025-06-17 | spouse | $1,001 to $15,000 |
| Capri Holdings Limited Ordinary Shares (CPRI) | $CPRI | purchase | 2025-06-11 | spouse | $1,001 to $15,000 |
| Carlisle Companies Incorporated Common Stock (CSL) | $CSL | purchase | 2025-06-17 | spouse | $1,001 to $15,000 |
| Caseys General Stores, Inc. - Common Stock (CASY) | $CASY | purchase | 2025-06-11 | spouse | $1,001 to $15,000 |
| ChampionX Corporation (CHX) | $CHX | sale | 2025-06-24 | spouse | $1,001 to $15,000 |
| ChampionX Corporation (CHX) | $CHX | purchase | 2025-06-11 | spouse | $1,001 to $15,000 |
| Charles Schwab Corporation (SCHW) | $SCHW | sale | 2025-07-16 | spouse | $1,001 to $15,000 |
| Charles Schwab Corporation (SCHW) | $SCHW | purchase | 2025-07-10 | spouse | $1,001 to $15,000 |
| Chemed Corp (CHE) | $CHE | purchase | 2025-06-24 | spouse | $1,001 to $15,000 |
| Chevron Corporation Common Stock (CVX) | $CVX | sale | 2025-06-24 | spouse | $1,001 to $15,000 |
| Chevron Corporation Common Stock (CVX) | $CVX | purchase | 2025-06-17 | spouse | $1,001 to $15,000 |
| Chipotle Mexican Grill, Inc. Common Stock (CMG) | $CMG | sale | 2025-03-20 | spouse | $1,001 to $15,000 |
| Chipotle Mexican Grill, Inc. Common Stock (CMG) | $CMG | purchase | 2024-12-11 | spouse | $1,001 to $15,000 |
| Chord Energy Corporation - Common Stock (CHRD) | $CHRD | purchase | 2025-06-24 | spouse | $1,001 to $15,000 |
| Church & Dwight Company, Inc. Common Stock (CHD) | $CHD | purchase | 2025-06-17 | spouse | $1,001 to $15,000 |
| Church & Dwight Company, Inc. Common Stock (CHD) | $CHD | sale | 2025-06-24 | spouse | $1,001 to $15,000 |
| Ciena Corporation (CIEN) | $CIEN | purchase | 2025-06-17 | spouse | $1,001 to $15,000 |
| Cintas Corporation - Common Stock (CTAS) | $CTAS | purchase | 2024-12-11 | spouse | $1,001 to $15,000 |
| Cisco Systems, Inc. - Common Stock (CSCO) | $CSCO | purchase | 2025-07-22 | spouse | $1,001 to $15,000 |
| Clorox Company (CLX) | $CLX | purchase | 2025-06-24 | spouse | $1,001 to $15,000 |
| CNH Industrial N.V. Common Shares (CNH) | $CNH | purchase | 2025-06-17 | spouse | $1,001 to $15,000 |
| CNH Industrial N.V. Common Shares (CNH) | $CNH | sale | 2025-06-24 | spouse | $1,001 to $15,000 |
| CNH Industrial N.V. Common Shares (CNH) | $CNH | purchase | 2025-07-22 | spouse | $1,001 to $15,000 |
| CNO Financial Group, Inc. Common Stock (CNO) | $CNO | sale | 2025-06-11 | spouse | $1,001 to $15,000 |
| CNO Financial Group, Inc. Common Stock (CNO) | $CNO | purchase | 2025-06-09 | spouse | $1,001 to $15,000 |
| Coca-Cola Company (KO) | $KO | sale | 2025-07-10 | spouse | $1,001 to $15,000 |
| Coca-Cola Company (KO) | $KO | purchase | 2025-06-24 | spouse | $1,001 to $15,000 |
| Cognizant Technology Solutions Corporation - Class A Common Stock (CTSH) | $CTSH | sale | 2025-07-16 | spouse | $1,001 to $15,000 |
| Cognizant Technology Solutions Corporation - Class A Common Stock (CTSH) | $CTSH | purchase | 2025-07-10 | spouse | $1,001 to $15,000 |
| Coherent Corp. (COHR) | $COHR | purchase | 2025-06-17 | spouse | $1,001 to $15,000 |
| Colgate-Palmolive Company Common Stock (CL) | $CL | purchase | 2025-06-17 | spouse | $1,001 to $15,000 |
| Colgate-Palmolive Company Common Stock (CL) | $CL | sale | 2025-06-24 | spouse | $1,001 to $15,000 |
| Community Financial System, Inc. Common Stock (CBU) | $CBU | purchase | 2025-06-11 | spouse | $1,001 to $15,000 |
| Community Financial System, Inc. Common Stock (CBU) | $CBU | sale | 2025-06-17 | spouse | $1,001 to $15,000 |
| ConAgra Brands, Inc. Common Stock (CAG) | $CAG | purchase | 2025-07-22 | spouse | $1,001 to $15,000 |
| ConocoPhillips Common Stock (COP) | $COP | purchase | 2025-06-24 | spouse | $1,001 to $15,000 |
| Constellation Brands, Inc. Common Stock (STZ) | $STZ | purchase | 2025-06-17 | spouse | $1,001 to $15,000 |
| COPT Defense Properties Common Shares of Beneficial Interest (CDP) | $CDP | sale | 2025-07-16 | spouse | $1,001 to $15,000 |
| COPT Defense Properties Common Shares of Beneficial Interest (CDP) | $CDP | purchase | 2025-06-11 | spouse | $1,001 to $15,000 |
| Core & Main, Inc. Class A Common Stock (CNM) | $CNM | purchase | 2025-06-11 | spouse | $1,001 to $15,000 |
| Core & Main, Inc. Class A Common Stock (CNM) | $CNM | sale | 2025-06-17 | spouse | $1,001 to $15,000 |
| Costco Wholesale Corporation - Common Stock (COST) | $COST | sale | 2025-06-09 | spouse | $1,001 to $15,000 |
| Costco Wholesale Corporation - Common Stock (COST) | $COST | sale | 2025-07-10 | spouse | $1,001 to $15,000 |
| Costco Wholesale Corporation - Common Stock (COST) | $COST | purchase | 2024-12-11 | spouse | $1,001 to $15,000 |
| Costco Wholesale Corporation - Common Stock (COST) | $COST | purchase | 2025-06-17 | spouse | $1,001 to $15,000 |
| Coterra Energy Inc. Common Stock (CTRA) | $CTRA | purchase | 2025-06-17 | spouse | $1,001 to $15,000 |
| Cousins Properties Incorporated Common Stock (CUZ) | $CUZ | sale | 2025-07-16 | spouse | $1,001 to $15,000 |
| Cousins Properties Incorporated Common Stock (CUZ) | $CUZ | purchase | 2025-07-10 | spouse | $1,001 to $15,000 |
| Crescent Energy Company Class A Common Stock (CRGY) | $CRGY | purchase | 2025-06-09 | spouse | $1,001 to $15,000 |
| Crescent Energy Company Class A Common Stock (CRGY) | $CRGY | sale | 2025-06-24 | spouse | $1,001 to $15,000 |
| CrowdStrike Holdings, Inc. - Class A Common Stock (CRWD) | $CRWD | purchase | 2025-07-16 | spouse | $1,001 to $15,000 |
| Cummins Inc. Common Stock (CMI) | $CMI | purchase | 2025-06-24 | spouse | $1,001 to $15,000 |
| Curtiss-Wright Corporation Common Stock (CW) | $CW | sale | 2025-07-22 | spouse | $1,001 to $15,000 |
| Curtiss-Wright Corporation Common Stock (CW) | $CW | purchase | 2025-07-10 | spouse | $1,001 to $15,000 |
| Cytokinetics, Incorporated - Common Stock (CYTK) | $CYTK | sale | 2025-06-17 | spouse | $1,001 to $15,000 |
| Cytokinetics, Incorporated - Common Stock (CYTK) | $CYTK | purchase | 2025-06-11 | spouse | $1,001 to $15,000 |
| D.R. Horton, Inc. Common Stock (DHI) | $DHI | purchase | 2025-06-17 | spouse | $1,001 to $15,000 |
| Danaher Corporation Common Stock (DHR) | $DHR | purchase | 2025-07-22 | spouse | $1,001 to $15,000 |
| Darden Restaurants, Inc. Common Stock (DRI) | $DRI | purchase | 2025-07-16 | spouse | $1,001 to $15,000 |
| Darden Restaurants, Inc. Common Stock (DRI) | $DRI | sale | 2025-07-22 | spouse | $1,001 to $15,000 |
| DBA Sempra Common Stock (SRE) | $SRE | purchase | 2025-06-17 | spouse | $1,001 to $15,000 |
| Deere & Company Common Stock (DE) | $DE | sale | 2025-07-16 | spouse | $1,001 to $15,000 |
| Deere & Company Common Stock (DE) | $DE | purchase | 2025-06-24 | spouse | $1,001 to $15,000 |
| Dell Technologies Inc. Class C Common Stock (DELL) | $DELL | sale | 2025-06-10 | spouse | $1,001 to $15,000 |
| Dell Technologies Inc. Class C Common Stock (DELL) | $DELL | purchase | 2025-01-15 | spouse | $1,001 to $15,000 |
| Delta Air Lines, Inc. Common Stock (DAL) | $DAL | purchase | 2025-06-17 | spouse | $1,001 to $15,000 |
| Diageo plc Common Stock (DEO) | $DEO | purchase | 2025-06-24 | spouse | $1,001 to $15,000 |
| Diamondback Energy, Inc. - Common Stock (FANG) | $FANG | purchase | 2025-06-17 | spouse | $1,001 to $15,000 |
| Diamondback Energy, Inc. - Common Stock (FANG) | $FANG | sale | 2025-07-16 | spouse | $1,001 to $15,000 |
| Dick's Sporting Goods Inc Common Stock (DKS) | $DKS | purchase | 2025-06-17 | spouse | $1,001 to $15,000 |
| DocuSign, Inc. - Common Stock (DOCU) | $DOCU | purchase | 2025-06-17 | spouse | $1,001 to $15,000 |
| Dolby Laboratories Common Stock (DLB) | $DLB | purchase | 2025-06-24 | spouse | $1,001 to $15,000 |
| Dollar General Corporation Common Stock (DG) | $DG | sale | 2025-06-11 | spouse | $1,001 to $15,000 |
| Dollar General Corporation Common Stock (DG) | $DG | purchase | 2025-06-09 | spouse | $1,001 to $15,000 |
| Dow Inc. Common Stock (DOW) | $DOW | purchase | 2025-06-24 | spouse | $1,001 to $15,000 |
| Dropbox, Inc. - Class A Common Stock (DBX) | $DBX | purchase | 2025-07-22 | spouse | $1,001 to $15,000 |
| Duke Energy Corporation (DUK) | $DUK | purchase | 2025-06-17 | spouse | $1,001 to $15,000 |
| Duolingo, Inc. - Class A Common Stock (DUOL) | $DUOL | sale | 2025-06-24 | spouse | $1,001 to $15,000 |
| Duolingo, Inc. - Class A Common Stock (DUOL) | $DUOL | purchase | 2025-06-17 | spouse | $1,001 to $15,000 |
| Dynatrace, Inc. Common Stock (DT) | $DT | sale | 2025-06-24 | spouse | $1,001 to $15,000 |
| Dynatrace, Inc. Common Stock (DT) | $DT | sale | 2025-07-10 | spouse | $1,001 to $15,000 |
| Dynatrace, Inc. Common Stock (DT) | $DT | purchase | 2025-06-17 | spouse | $1,001 to $15,000 |
| Dynatrace, Inc. Common Stock (DT) | $DT | sale | 2025-03-12 | spouse | $1,001 to $15,000 |
| Dynatrace, Inc. Common Stock (DT) | $DT | purchase | 2025-02-05 | spouse | $1,001 to $15,000 |
| Eastman Chemical Company Common Stock (EMN) | $EMN | purchase | 2025-06-17 | spouse | $1,001 to $15,000 |
| Eaton Corporation, PLC Ordinary Shares (ETN) | $ETN | sale | 2025-06-09 | spouse | $1,001 to $15,000 |
| Eaton Corporation, PLC Ordinary Shares (ETN) | $ETN | sale | 2025-02-05 | spouse | $1,001 to $15,000 |
| Eaton Corporation, PLC Ordinary Shares (ETN) | $ETN | purchase | 2025-03-13 | spouse | $1,001 to $15,000 |
| Eaton Corporation, PLC Ordinary Shares (ETN) | $ETN | purchase | 2024-12-11 | spouse | $1,001 to $15,000 |
| eBay Inc. - Common Stock (EBAY) | $EBAY | sale | 2025-06-24 | spouse | $1,001 to $15,000 |
| eBay Inc. - Common Stock (EBAY) | $EBAY | purchase | 2025-06-17 | spouse | $1,001 to $15,000 |
| Ecolab Inc. Common Stock (ECL) | $ECL | purchase | 2024-12-11 | spouse | $1,001 to $15,000 |
| Ecopetrol S.A. American Depositary Shares (EC) | $EC | purchase | 2025-06-09 | spouse | $1,001 to $15,000 |
| Ecopetrol S.A. American Depositary Shares (EC) | $EC | sale | 2025-07-10 | spouse | $1,001 to $15,000 |
| Ecopetrol S.A. American Depositary Shares (EC) | $EC | sale | 2025-06-10 | spouse | $1,001 to $15,000 |
| Elevance Health, Inc. Common Stock (ELV) | $ELV | purchase | 2025-06-24 | spouse | $1,001 to $15,000 |
| Elevance Health, Inc. Common Stock (ELV) | $ELV | purchase | 2025-07-10 | spouse | $1,001 to $15,000 |
| Eli Lilly and Company Common Stock (LLY) | $LLY | purchase | 2025-07-10 | spouse | $1,001 to $15,000 |
| Eli Lilly and Company Common Stock (LLY) | $LLY | sale | 2025-07-16 | spouse | $1,001 to $15,000 |
| Eli Lilly and Company Common Stock (LLY) | $LLY | sale | 2025-06-09 | spouse | $1,001 to $15,000 |
| Eli Lilly and Company Common Stock (LLY) | $LLY | purchase | 2024-12-11 | spouse | $1,001 to $15,000 |
| EMCOR Group, Inc. Common Stock (EME) | $EME | purchase | 2025-06-17 | spouse | $1,001 to $15,000 |
| Emerson Electric Company Common Stock (EMR) | $EMR | sale | 2025-03-12 | spouse | $1,001 to $15,000 |
| Emerson Electric Company Common Stock (EMR) | $EMR | purchase | 2025-02-05 | spouse | $1,001 to $15,000 |
| Employers Holdings Inc Common Stock (EIG) | $EIG | purchase | 2025-06-17 | spouse | $1,001 to $15,000 |
| Employers Holdings Inc Common Stock (EIG) | $EIG | sale | 2025-07-10 | spouse | $1,001 to $15,000 |
| Encompass Health Corporation Common Stock (EHC) | $EHC | purchase | 2025-07-22 | spouse | $1,001 to $15,000 |
| EPAM Systems, Inc. Common Stock (EPAM) | $EPAM | purchase | 2025-07-22 | spouse | $1,001 to $15,000 |
| Equinor ASA (EQNR) | $EQNR | sale | 2025-06-24 | spouse | $1,001 to $15,000 |
| Equinor ASA (EQNR) | $EQNR | purchase | 2025-06-11 | spouse | $1,001 to $15,000 |
| Equitable Holdings, Inc. Common Stock (EQH) | $EQH | sale | 2025-07-16 | spouse | $1,001 to $15,000 |
| Equity Lifestyle Properties, Inc. Common Stock (ELS) | $ELS | sale | 2025-07-10 | spouse | $1,001 to $15,000 |
| Equity Lifestyle Properties, Inc. Common Stock (ELS) | $ELS | purchase | 2025-06-17 | spouse | $1,001 to $15,000 |
| Essent Group Ltd. Common Shares (ESNT) | $ESNT | sale | 2025-06-17 | spouse | $1,001 to $15,000 |
| Essent Group Ltd. Common Shares (ESNT) | $ESNT | purchase | 2025-06-11 | spouse | $1,001 to $15,000 |
| Everest Group, Ltd. Common Stock (EG) | $EG | sale | 2025-07-16 | spouse | $1,001 to $15,000 |
| Everest Group, Ltd. Common Stock (EG) | $EG | purchase | 2025-06-17 | spouse | $1,001 to $15,000 |
| Evertec, Inc. Common Stock (EVTC) | $EVTC | sale | 2025-06-17 | spouse | $1,001 to $15,000 |
| Evertec, Inc. Common Stock (EVTC) | $EVTC | purchase | 2025-06-11 | spouse | $1,001 to $15,000 |
| Exelon Corporation (EXC) | $EXC | purchase | 2025-06-17 | spouse | $1,001 to $15,000 |
| Exxon Mobil Corporation Common Stock (XOM) | $XOM | purchase | 2025-06-24 | spouse | $1,001 to $15,000 |
| Exxon Mobil Corporation Common Stock (XOM) | $XOM | purchase | 2025-07-22 | spouse | $1,001 to $15,000 |
| F.N.B. Corporation Common Stock (FNB) | $FNB | sale | 2025-06-11 | spouse | $1,001 to $15,000 |
| F.N.B. Corporation Common Stock (FNB) | $FNB | purchase | 2025-06-09 | spouse | $1,001 to $15,000 |
| First Financial Bankshares, Inc. - Common Stock (FFIN) | $FFIN | purchase | 2025-06-11 | spouse | $1,001 to $15,000 |
| First Financial Bankshares, Inc. - Common Stock (FFIN) | $FFIN | sale | 2025-06-17 | spouse | $1,001 to $15,000 |
| First Hawaiian, Inc. - Common Stock (FHB) | $FHB | sale | 2025-06-17 | spouse | $1,001 to $15,000 |
| First Hawaiian, Inc. - Common Stock (FHB) | $FHB | purchase | 2025-06-11 | spouse | $1,001 to $15,000 |
| First Industrial Realty Trust, Inc. Common Stock (FR) | $FR | purchase | 2025-06-17 | spouse | $1,001 to $15,000 |
| Fiserv, Inc. Common Stock (FI) | $FI | purchase | 2025-07-22 | spouse | $1,001 to $15,000 |
| Five Below, Inc. - Common Stock (FIVE) | $FIVE | purchase | 2025-06-11 | spouse | $1,001 to $15,000 |
| Flowers Foods, Inc. Common Stock (FLO) | $FLO | purchase | 2025-06-09 | spouse | $1,001 to $15,000 |
| Flowers Foods, Inc. Common Stock (FLO) | $FLO | sale | 2025-06-11 | spouse | $1,001 to $15,000 |
| Fortive Corporation Common Stock (FTV) | $FTV | sale | 2025-07-10 | spouse | $1,001 to $15,000 |
| Fortive Corporation Common Stock (FTV) | $FTV | purchase | 2025-06-17 | spouse | $1,001 to $15,000 |
| Four Corners Property Trust, Inc. Common Stock (FCPT) | $FCPT | sale | 2025-06-11 | spouse | $1,001 to $15,000 |
| Four Corners Property Trust, Inc. Common Stock (FCPT) | $FCPT | purchase | 2025-06-09 | spouse | $1,001 to $15,000 |
| Four Corners Property Trust, Inc. Common Stock (FCPT) | $FCPT | purchase | 2025-07-16 | spouse | $1,001 to $15,000 |
| Franklin BSP Realty Trust, Inc. Common Stock (FBRT) | $FBRT | purchase | 2025-06-09 | spouse | $1,001 to $15,000 |
| Franklin BSP Realty Trust, Inc. Common Stock (FBRT) | $FBRT | sale | 2025-06-11 | spouse | $1,001 to $15,000 |
| GameStop Corporation Common Stock (GME) | $GME | purchase | 2025-06-11 | spouse | $1,001 to $15,000 |
| Gartner, Inc. Common Stock (IT) | $IT | sale | 2025-07-22 | spouse | $1,001 to $15,000 |
| Gartner, Inc. Common Stock (IT) | $IT | purchase | 2025-07-16 | spouse | $1,001 to $15,000 |
| GATX Corporation Common Stock (GATX) | $GATX | sale | 2025-06-17 | spouse | $1,001 to $15,000 |
| GATX Corporation Common Stock (GATX) | $GATX | purchase | 2025-06-11 | spouse | $1,001 to $15,000 |
| General Mills, Inc. Common Stock (GIS) | $GIS | sale | 2025-07-16 | spouse | $1,001 to $15,000 |
| General Mills, Inc. Common Stock (GIS) | $GIS | sale | 2025-06-24 | spouse | $1,001 to $15,000 |
| General Mills, Inc. Common Stock (GIS) | $GIS | purchase | 2025-06-17 | spouse | $1,001 to $15,000 |
| General Mills, Inc. Common Stock (GIS) | $GIS | purchase | 2025-07-10 | spouse | $1,001 to $15,000 |
| Genworth Financial Inc Common Stock (GNW) | $GNW | sale | 2025-06-17 | spouse | $1,001 to $15,000 |
| Genworth Financial Inc Common Stock (GNW) | $GNW | purchase | 2025-06-11 | spouse | $1,001 to $15,000 |
| Getty Realty Corporation Common Stock (GTY) | $GTY | purchase | 2025-06-09 | spouse | $1,001 to $15,000 |
| Getty Realty Corporation Common Stock (GTY) | $GTY | sale | 2025-06-11 | spouse | $1,001 to $15,000 |
| Globe Life Inc. Common Stock (GL) | $GL | sale | 2025-07-10 | spouse | $1,001 to $15,000 |
| Globe Life Inc. Common Stock (GL) | $GL | purchase | 2025-06-17 | spouse | $1,001 to $15,000 |
| Globus Medical, Inc. Class A Common Stock (GMED) | $GMED | sale | 2025-06-24 | spouse | $1,001 to $15,000 |
| Globus Medical, Inc. Class A Common Stock (GMED) | $GMED | sale | 2025-07-10 | spouse | $1,001 to $15,000 |
| Globus Medical, Inc. Class A Common Stock (GMED) | $GMED | purchase | 2025-06-17 | spouse | $1,001 to $15,000 |
| Gold Fields Limited American Depositary Shares (GFI) | $GFI | sale | 2025-06-24 | spouse | $1,001 to $15,000 |
| Gold Fields Limited American Depositary Shares (GFI) | $GFI | purchase | 2025-06-11 | spouse | $1,001 to $15,000 |
| Goldman Sachs Group, Inc. (GS) | $GS | purchase | 2024-12-11 | spouse | $1,001 to $15,000 |
| Graco Inc. Common Stock (GGG) | $GGG | purchase | 2025-06-17 | spouse | $1,001 to $15,000 |
| Grand Rapids Mich 5%34 GO LTX Due 10/01/34 | Not listed | purchase | 2025-02-10 | spouse | $15,001 to $50,000 |
| GRAND RAPIDS MICH GO 5% 10/01/2034 | Not listed | sale | 2025-06-06 | spouse | $15,001 to $50,000 |
| Grandville Mich PUB 5%38 GO LTX Due 10/01/38 | Not listed | purchase | 2025-02-11 | spouse | $15,001 to $50,000 |
| GRANDVILLE MICH PUB GO 5% 05/01/2038 CALLABLE | Not listed | sale | 2025-06-06 | spouse | $15,001 to $50,000 |
| Graphic Packaging Holding Company (GPK) | $GPK | purchase | 2025-06-17 | spouse | $1,001 to $15,000 |
| Group 1 Automotive, Inc. Common Stock (GPI) | $GPI | purchase | 2025-07-22 | spouse | $1,001 to $15,000 |
| GSK plc American Depositary Shares (GSK) | $GSK | sale | 2025-06-24 | spouse | $1,001 to $15,000 |
| GSK plc American Depositary Shares (GSK) | $GSK | purchase | 2025-06-17 | spouse | $1,001 to $15,000 |
| Guidewire Software, Inc. Common Stock (GWRE) | $GWRE | purchase | 2025-06-17 | spouse | $1,001 to $15,000 |
| Guidewire Software, Inc. Common Stock (GWRE) | $GWRE | sale | 2025-06-24 | spouse | $1,001 to $15,000 |
| Haleon plc American Depositary Shares (HLN) | $HLN | sale | 2025-07-10 | spouse | $1,001 to $15,000 |
| Haleon plc American Depositary Shares (HLN) | $HLN | purchase | 2025-06-24 | spouse | $1,001 to $15,000 |
| Halliburton Company Common Stock (HAL) | $HAL | sale | 2025-06-24 | spouse | $1,001 to $15,000 |
| Halliburton Company Common Stock (HAL) | $HAL | purchase | 2025-06-17 | spouse | $1,001 to $15,000 |
| Hasbro, Inc. - Common Stock (HAS) | $HAS | purchase | 2025-06-17 | spouse | $1,001 to $15,000 |
| HDFC Bank Limited Common Stock (HDB) | $HDB | sale | 2025-06-10 | spouse | $1,001 to $15,000 |
| HDFC Bank Limited Common Stock (HDB) | $HDB | sale | 2025-06-17 | spouse | $1,001 to $15,000 |
| HDFC Bank Limited Common Stock (HDB) | $HDB | purchase | 2025-06-11 | spouse | $1,001 to $15,000 |
| HDFC Bank Limited Common Stock (HDB) | $HDB | purchase | 2025-06-09 | spouse | $1,001 to $15,000 |
| HDFC Bank Limited Common Stock (HDB) | $HDB | purchase | 2025-07-22 | spouse | $1,001 to $15,000 |
| HealthEquity, Inc. - Common Stock (HQY) | $HQY | purchase | 2025-06-11 | spouse | $1,001 to $15,000 |
| HealthEquity, Inc. - Common Stock (HQY) | $HQY | sale | 2025-06-17 | spouse | $1,001 to $15,000 |
| Healthpeak Properties, Inc. Common Stock (DOC) | $DOC | purchase | 2025-06-17 | spouse | $1,001 to $15,000 |
| Hewlett Packard Enterprise Company Common Stock (HPE) | $HPE | purchase | 2025-06-17 | spouse | $1,001 to $15,000 |
| Hilltop Holdings Inc. (HTH) | $HTH | sale | 2025-06-17 | spouse | $1,001 to $15,000 |
| Hilltop Holdings Inc. (HTH) | $HTH | purchase | 2025-06-11 | spouse | $1,001 to $15,000 |
| Home BancShares, Inc. Common Stock (HOMB) | $HOMB | purchase | 2025-06-17 | spouse | $1,001 to $15,000 |
| Home Depot, Inc. (HD) | $HD | sale | 2025-06-09 | spouse | $1,001 to $15,000 |
| Home Depot, Inc. (HD) | $HD | sale | 2025-07-16 | spouse | $1,001 to $15,000 |
| Home Depot, Inc. (HD) | $HD | purchase | 2024-12-11 | spouse | $1,001 to $15,000 |
| Home Depot, Inc. (HD) | $HD | purchase | 2025-07-10 | spouse | $1,001 to $15,000 |
| Honda Motor Company, Ltd. Common Stock (HMC) | $HMC | purchase | 2025-06-24 | spouse | $1,001 to $15,000 |
| Honeywell International Inc. (HON) | $HON | purchase | 2025-06-17 | spouse | $1,001 to $15,000 |
| Horace Mann Educators Corporation Common Stock (HMN) | $HMN | sale | 2025-06-11 | spouse | $1,001 to $15,000 |
| Horace Mann Educators Corporation Common Stock (HMN) | $HMN | purchase | 2025-06-09 | spouse | $1,001 to $15,000 |
| Hormel Foods Corporation Common Stock (HRL) | $HRL | sale | 2025-07-22 | spouse | $1,001 to $15,000 |
| Hormel Foods Corporation Common Stock (HRL) | $HRL | purchase | 2025-07-16 | spouse | $1,001 to $15,000 |
| Howmet Aerospace Inc. Common Stock (HWM) | $HWM | purchase | 2024-12-11 | spouse | $1,001 to $15,000 |
| HSBC Holdings, plc. Common Stock (HSBC) | $HSBC | purchase | 2025-06-17 | spouse | $1,001 to $15,000 |
| HubSpot, Inc. Common Stock (HUBS) | $HUBS | sale | 2025-03-28 | spouse | $1,001 to $15,000 |
| HubSpot, Inc. Common Stock (HUBS) | $HUBS | purchase | 2025-02-21 | spouse | $1,001 to $15,000 |
| Humana Inc. Common Stock (HUM) | $HUM | purchase | 2025-06-24 | spouse | $1,001 to $15,000 |
| Hyatt Hotels Corporation Class A Common Stock (H) | $H | purchase | 2025-06-17 | spouse | $1,001 to $15,000 |
| ICICI Bank Limited Common Stock (IBN) | $IBN | purchase | 2025-06-24 | spouse | $1,001 to $15,000 |
| Illinois Tool Works Inc. Common Stock (ITW) | $ITW | purchase | 2025-06-17 | spouse | $1,001 to $15,000 |
| Illumina, Inc. - Common Stock (ILMN) | $ILMN | purchase | 2025-06-09 | spouse | $1,001 to $15,000 |
| Independence Realty Trust, Inc. Common Stock (IRT) | $IRT | purchase | 2025-06-11 | spouse | $1,001 to $15,000 |
| Independence Realty Trust, Inc. Common Stock (IRT) | $IRT | sale | 2025-06-17 | spouse | $1,001 to $15,000 |
| Infosys Limited American Depositary Shares (INFY) | $INFY | sale | 2025-06-24 | spouse | $1,001 to $15,000 |
| Infosys Limited American Depositary Shares (INFY) | $INFY | purchase | 2025-06-17 | spouse | $1,001 to $15,000 |
| ING Group, N.V. Common Stock (ING) | $ING | purchase | 2025-06-24 | spouse | $1,001 to $15,000 |
| Ingredion Incorporated Common Stock (INGR) | $INGR | sale | 2025-07-10 | spouse | $1,001 to $15,000 |
| Ingredion Incorporated Common Stock (INGR) | $INGR | purchase | 2025-06-24 | spouse | $1,001 to $15,000 |
| Interactive Brokers Group, Inc. - Class A Common Stock (IBKR) | $IBKR | sale | 2025-06-24 | spouse | $1,001 to $15,000 |
| Interactive Brokers Group, Inc. - Class A Common Stock (IBKR) | $IBKR | purchase | 2025-06-17 | spouse | $1,001 to $15,000 |
| International Business Machines Corporation Common Stock (IBM) | $IBM | purchase | 2025-06-17 | spouse | $1,001 to $15,000 |
| International Business Machines Corporation Common Stock (IBM) | $IBM | sale | 2025-07-16 | spouse | $1,001 to $15,000 |
| Intuit Inc. - Common Stock (INTU) | $INTU | sale | 2025-06-24 | spouse | $1,001 to $15,000 |
| Intuit Inc. - Common Stock (INTU) | $INTU | purchase | 2025-06-17 | spouse | $1,001 to $15,000 |
| Intuit Inc. - Common Stock (INTU) | $INTU | sale | 2025-02-14 | spouse | $1,001 to $15,000 |
| Intuit Inc. - Common Stock (INTU) | $INTU | purchase | 2024-12-11 | spouse | $1,001 to $15,000 |
| Intuitive Surgical, Inc. - Common Stock (ISRG) | $ISRG | purchase | 2024-12-11 | spouse | $1,001 to $15,000 |
| Intuitive Surgical, Inc. - Common Stock (ISRG) | $ISRG | sale | 2025-06-09 | spouse | $1,001 to $15,000 |
| Intuitive Surgical, Inc. - Common Stock (ISRG) | $ISRG | sale | 2025-07-16 | spouse | $1,001 to $15,000 |
| Intuitive Surgical, Inc. - Common Stock (ISRG) | $ISRG | purchase | 2025-07-10 | spouse | $1,001 to $15,000 |
| ITT Inc. Common Stock (ITT) | $ITT | purchase | 2025-06-17 | spouse | $1,001 to $15,000 |
| Jack Henry & Associates, Inc. - Common Stock (JKHY) | $JKHY | sale | 2025-07-16 | spouse | $1,001 to $15,000 |
| Jack Henry & Associates, Inc. - Common Stock (JKHY) | $JKHY | purchase | 2025-07-10 | spouse | $1,001 to $15,000 |
| JD.com, Inc. - American Depositary Shares (JD) | $JD | sale | 2025-06-24 | spouse | $1,001 to $15,000 |
| JD.com, Inc. - American Depositary Shares (JD) | $JD | purchase | 2025-06-17 | spouse | $1,001 to $15,000 |
| Johnson & Johnson Common Stock (JNJ) | $JNJ | purchase | 2025-06-17 | spouse | $1,001 to $15,000 |
| Johnson & Johnson Common Stock (JNJ) | $JNJ | sale | 2025-06-24 | spouse | $1,001 to $15,000 |
| JP Morgan Chase & Co. Common Stock (JPM) | $JPM | sale | 2025-06-10 | spouse | $1,001 to $15,000 |
| JP Morgan Chase & Co. Common Stock (JPM) | $JPM | purchase | 2025-06-17 | spouse | $1,001 to $15,000 |
| JP Morgan Chase & Co. Common Stock (JPM) | $JPM | purchase | 2025-06-09 | spouse | $1,001 to $15,000 |
| JP Morgan Chase & Co. Common Stock (JPM) | $JPM | purchase | 2025-06-11 | spouse | $1,001 to $15,000 |
| Kalamazoo Mich WTR 5%29 WTR UTIL Due 09/01/29 | Not listed | purchase | 2025-01-30 | spouse | $15,001 to $50,000 |
| KALAMAZOO MICH WTR R REV 5% 09/01/2029 | Not listed | sale | 2025-06-06 | spouse | $15,001 to $50,000 |
| KB Home Common Stock (KBH) | $KBH | purchase | 2025-06-09 | spouse | $1,001 to $15,000 |
| KB Home Common Stock (KBH) | $KBH | sale | 2025-06-17 | spouse | $1,001 to $15,000 |
| Keurig Dr Pepper Inc. (KDP) | $KDP | purchase | 2025-06-17 | spouse | $1,001 to $15,000 |
| Kimberly-Clark Corporation - Common Stock (KMB) | $KMB | sale | 2025-07-16 | spouse | $1,001 to $15,000 |
| Kimberly-Clark Corporation - Common Stock (KMB) | $KMB | purchase | 2025-07-10 | spouse | $1,001 to $15,000 |
| Kinder Morgan, Inc. Common Stock (KMI) | $KMI | purchase | 2025-07-10 | spouse | $1,001 to $15,000 |
| Kinder Morgan, Inc. Common Stock (KMI) | $KMI | sale | 2025-07-22 | spouse | $1,001 to $15,000 |
| Kite Realty Group Trust Common Stock (KRG) | $KRG | sale | 2025-06-17 | spouse | $1,001 to $15,000 |
| Kite Realty Group Trust Common Stock (KRG) | $KRG | purchase | 2025-06-11 | spouse | $1,001 to $15,000 |
| Landstar System, Inc. - Common Stock (LSTR) | $LSTR | sale | 2025-07-16 | spouse | $1,001 to $15,000 |
| Landstar System, Inc. - Common Stock (LSTR) | $LSTR | purchase | 2025-06-17 | spouse | $1,001 to $15,000 |
| Lanse Creuse Mich P 5%39 | Not listed | purchase | 2025-02-18 | spouse | $15,001 to $50,000 |
| LANSE CREUSE MICH PU GO 5% 05/01/2039 CALLABLE | Not listed | sale | 2025-06-06 | spouse | $15,001 to $50,000 |
| Li Auto Inc. - American Depositary Shares (LI) | $LI | purchase | 2025-06-11 | spouse | $1,001 to $15,000 |
| Lincoln National Corporation Common Stock (LNC) | $LNC | purchase | 2025-06-11 | spouse | $1,001 to $15,000 |
| Lincoln National Corporation Common Stock (LNC) | $LNC | sale | 2025-06-17 | spouse | $1,001 to $15,000 |
| Linde plc - Ordinary Shares (LIN) | $LIN | sale | 2025-07-16 | spouse | $1,001 to $15,000 |
| Linde plc - Ordinary Shares (LIN) | $LIN | purchase | 2025-06-24 | spouse | $1,001 to $15,000 |
| Lithia Motors, Inc. Common Stock (LAD) | $LAD | purchase | 2025-07-22 | spouse | $1,001 to $15,000 |
| Lloyds Banking Group Plc American Depositary Shares (LYG) | $LYG | purchase | 2025-06-17 | spouse | $1,001 to $15,000 |
| Loews Corporation Common Stock (L) | $L | purchase | 2025-06-17 | spouse | $1,001 to $15,000 |
| Louisiana-Pacific Corporation Common Stock (LPX) | $LPX | sale | 2025-06-17 | spouse | $1,001 to $15,000 |
| Louisiana-Pacific Corporation Common Stock (LPX) | $LPX | purchase | 2025-06-11 | spouse | $1,001 to $15,000 |
| lululemon athletica inc. - Common Stock (LULU) | $LULU | sale | 2025-07-22 | spouse | $1,001 to $15,000 |
| lululemon athletica inc. - Common Stock (LULU) | $LULU | purchase | 2025-07-16 | spouse | $1,001 to $15,000 |
| LXP Industrial Trust Common Stock (LXP) | $LXP | sale | 2025-06-10 | spouse | $1,001 to $15,000 |
| LXP Industrial Trust Common Stock (LXP) | $LXP | purchase | 2025-06-09 | spouse | $1,001 to $15,000 |
| LyondellBasell Industries NV Ordinary Shares Class A (LYB) | $LYB | purchase | 2025-06-09 | spouse | $1,001 to $15,000 |
| LyondellBasell Industries NV Ordinary Shares Class A (LYB) | $LYB | sale | 2025-06-24 | spouse | $1,001 to $15,000 |
| Macomb Inter SCH DI 5%36 GO UTX Due 5/01/36 | Not listed | purchase | 2025-02-05 | spouse | $1,001 to $15,000 |
| MACOMB INTER SCH DIS GO 5% 05/01/2036 CALLABLE | Not listed | sale | 2025-06-06 | spouse | $1,001 to $15,000 |
| Magnolia Oil & Gas Corporation Class A Common Stock (MGY) | $MGY | purchase | 2025-06-11 | spouse | $1,001 to $15,000 |
| Magnolia Oil & Gas Corporation Class A Common Stock (MGY) | $MGY | sale | 2025-06-24 | spouse | $1,001 to $15,000 |
| Martin Marietta Materials, Inc. Common Stock (MLM) | $MLM | sale | 2025-06-10 | spouse | $1,001 to $15,000 |
| Martin Marietta Materials, Inc. Common Stock (MLM) | $MLM | purchase | 2024-12-11 | spouse | $1,001 to $15,000 |
| MasTec, Inc. Common Stock (MTZ) | $MTZ | purchase | 2025-06-11 | spouse | $1,001 to $15,000 |
| Mastercard Incorporated Common Stock (MA) | $MA | sale | 2025-06-24 | spouse | $1,001 to $15,000 |
| Mastercard Incorporated Common Stock (MA) | $MA | purchase | 2025-06-17 | spouse | $1,001 to $15,000 |
| McCormick & Company, Incorporated Common Stock (MKC) | $MKC | purchase | 2025-07-22 | spouse | $1,001 to $15,000 |
| McDonald's Corporation Common Stock (MCD) | $MCD | purchase | 2025-06-24 | spouse | $1,001 to $15,000 |
| Medpace Holdings, Inc. - Common Stock (MEDP) | $MEDP | purchase | 2025-07-22 | spouse | $1,001 to $15,000 |
| Merck & Company, Inc. Common Stock (MRK) | $MRK | purchase | 2025-06-24 | spouse | $1,001 to $15,000 |
| Merit Medical Systems, Inc. - Common Stock (MMSI) | $MMSI | purchase | 2025-07-22 | spouse | $1,001 to $15,000 |
| Meta Platforms, Inc. - Class A Common Stock (META) | $META | purchase | 2025-07-16 | spouse | $1,001 to $15,000 |
| Meta Platforms, Inc. - Class A Common Stock (META) | $META | purchase | 2025-07-22 | spouse | $1,001 to $15,000 |
| Meta Platforms, Inc. - Class A Common Stock (META) | $META | purchase | 2024-12-11 | spouse | $1,001 to $15,000 |
| MGIC Investment Corporation Common Stock (MTG) | $MTG | purchase | 2025-06-11 | spouse | $1,001 to $15,000 |
| MGIC Investment Corporation Common Stock (MTG) | $MTG | sale | 2025-06-17 | spouse | $1,001 to $15,000 |
| Michigan ST Trunk L 5%33 COMB Tax Due 11/15/33 | Not listed | purchase | 2025-02-06 | spouse | $15,001 to $50,000 |
| MICHIGAN ST TRUNK LI REV 5% 11/15/2033 CALLABLE | Not listed | sale | 2025-06-06 | spouse | $15,001 to $50,000 |
| MICHIGAN ST TRUNK LI REV 5% 11/15/2038 CALLABLE | Not listed | sale | 2025-06-06 | spouse | $15,001 to $50,000 |
| Michigan Trunk L 5%38 COMB TAX Due 11/15/38 | Not listed | purchase | 2025-01-31 | spouse | $15,001 to $50,000 |
| Micron Technology, Inc. - Common Stock (MU) | $MU | purchase | 2025-07-22 | spouse | $1,001 to $15,000 |
| Microsoft Corporation - Common Stock (MSFT) | $MSFT | purchase | 2025-07-16 | spouse | $1,001 to $15,000 |
| Microsoft Corporation - Common Stock (MSFT) | $MSFT | purchase | 2024-12-11 | spouse | $1,001 to $15,000 |
| Microsoft Corporation - Common Stock (MSFT) | $MSFT | purchase | 2025-06-09 | spouse | $15,001 to $50,000 |
| Microsoft Corporation - Common Stock (MSFT) | $MSFT | sale | 2025-06-11 | spouse | $1,001 to $15,000 |
| Mitsubishi UFJ Financial Group, Inc. Common Stock (MUFG) | $MUFG | sale | 2025-07-16 | spouse | $1,001 to $15,000 |
| Mitsubishi UFJ Financial Group, Inc. Common Stock (MUFG) | $MUFG | purchase | 2025-06-17 | spouse | $1,001 to $15,000 |
| Monster Beverage Corporation - Common Stock (MNST) | $MNST | sale | 2025-07-10 | spouse | $1,001 to $15,000 |
| Monster Beverage Corporation - Common Stock (MNST) | $MNST | purchase | 2025-06-17 | spouse | $1,001 to $15,000 |
| Moody's Corporation Common Stock (MCO) | $MCO | sale | 2025-06-10 | spouse | $1,001 to $15,000 |
| Moody's Corporation Common Stock (MCO) | $MCO | sale | 2025-06-11 | spouse | $1,001 to $15,000 |
| Moody's Corporation Common Stock (MCO) | $MCO | purchase | 2024-12-11 | spouse | $1,001 to $15,000 |
| Morningstar, Inc. - Common Stock (MORN) | $MORN | purchase | 2025-07-22 | spouse | $1,001 to $15,000 |
| National Beverage Corp. - Common Stock (FIZZ) | $FIZZ | purchase | 2025-06-11 | spouse | $1,001 to $15,000 |
| National Beverage Corp. - Common Stock (FIZZ) | $FIZZ | sale | 2025-06-17 | spouse | $1,001 to $15,000 |
| National Grid Transco, PLC National Grid PLC (NGG) | $NGG | sale | 2025-07-10 | spouse | $1,001 to $15,000 |
| National Grid Transco, PLC National Grid PLC (NGG) | $NGG | purchase | 2025-06-24 | spouse | $1,001 to $15,000 |
| NatWest Group plc American Depositary Shares, (NWG) | $NWG | sale | 2025-06-24 | spouse | $1,001 to $15,000 |
| NatWest Group plc American Depositary Shares, (NWG) | $NWG | purchase | 2025-06-17 | spouse | $1,001 to $15,000 |
| NetEase, Inc. - American Depositary Shares, each representing 5 ordinary shares (NTES) | $NTES | sale | 2025-06-17 | spouse | $1,001 to $15,000 |
| NetEase, Inc. - American Depositary Shares, each representing 5 ordinary shares (NTES) | $NTES | purchase | 2025-06-11 | spouse | $1,001 to $15,000 |
| NetEase, Inc. - American Depositary Shares, each representing 5 ordinary shares (NTES) | $NTES | purchase | 2025-07-22 | spouse | $1,001 to $15,000 |
| Netflix, Inc. - Common Stock (NFLX) | $NFLX | purchase | 2024-12-11 | spouse | $1,001 to $15,000 |
| Neurocrine Biosciences, Inc. - Common Stock (NBIX) | $NBIX | sale | 2025-06-17 | spouse | $1,001 to $15,000 |
| Neurocrine Biosciences, Inc. - Common Stock (NBIX) | $NBIX | purchase | 2025-06-11 | spouse | $1,001 to $15,000 |
| New York Times Company (NYT) | $NYT | purchase | 2025-07-22 | spouse | $1,001 to $15,000 |
| NewJersey Resources Corporation Common Stock (NJR) | $NJR | sale | 2025-06-11 | spouse | $1,001 to $15,000 |
| NewJersey Resources Corporation Common Stock (NJR) | $NJR | purchase | 2025-06-09 | spouse | $1,001 to $15,000 |
| Newmont Corporation (NEM) | $NEM | sale | 2025-07-16 | spouse | $1,001 to $15,000 |
| Newmont Corporation (NEM) | $NEM | purchase | 2025-06-17 | spouse | $1,001 to $15,000 |
| NICE Ltd - American Depositary Shares each representing one Ordinary Share (NICE) | $NICE | sale | 2025-07-16 | spouse | $1,001 to $15,000 |
| NNN REIT, Inc. Common Stock (NNN) | $NNN | purchase | 2025-06-17 | spouse | $1,001 to $15,000 |
| Nokia Corporation Sponsored American Depositary Shares (NOK) | $NOK | sale | 2025-06-17 | spouse | $1,001 to $15,000 |
| Nokia Corporation Sponsored American Depositary Shares (NOK) | $NOK | purchase | 2025-06-11 | spouse | $1,001 to $15,000 |
| Northern Oil and Gas, Inc. Common Stock (NOG) | $NOG | purchase | 2025-07-16 | spouse | $1,001 to $15,000 |
| Northern Trust Corporation - Common Stock (NTRS) | $NTRS | purchase | 2025-06-17 | spouse | $1,001 to $15,000 |
| Northrop Grumman Corporation Common Stock (NOC) | $NOC | purchase | 2025-06-17 | spouse | $1,001 to $15,000 |
| Northrop Grumman Corporation Common Stock (NOC) | $NOC | sale | 2025-06-24 | spouse | $1,001 to $15,000 |
| NorthWestern Energy Group, Inc. - Common Stock (NWE) | $NWE | sale | 2025-06-17 | spouse | $1,001 to $15,000 |
| NorthWestern Energy Group, Inc. - Common Stock (NWE) | $NWE | purchase | 2025-06-09 | spouse | $1,001 to $15,000 |
| Norwegian Cruise Line Holdings Ltd. Ordinary Shares (NCLH) | $NCLH | purchase | 2025-06-17 | spouse | $1,001 to $15,000 |
| NOV Inc. Common Stock (NOV) | $NOV | sale | 2025-07-16 | spouse | $1,001 to $15,000 |
| NOV Inc. Common Stock (NOV) | $NOV | purchase | 2025-06-24 | spouse | $1,001 to $15,000 |
| Novanta Inc. - Common Shares (NOVT) | $NOVT | purchase | 2025-07-22 | spouse | $1,001 to $15,000 |
| Novartis AG Common Stock (NVS) | $NVS | sale | 2025-06-10 | spouse | $1,001 to $15,000 |
| Novartis AG Common Stock (NVS) | $NVS | sale | 2025-07-22 | spouse | $1,001 to $15,000 |
| Novartis AG Common Stock (NVS) | $NVS | purchase | 2025-06-17 | spouse | $1,001 to $15,000 |
| Novartis AG Common Stock (NVS) | $NVS | purchase | 2025-06-11 | spouse | $1,001 to $15,000 |
| Novartis AG Common Stock (NVS) | $NVS | purchase | 2025-06-09 | spouse | $1,001 to $15,000 |
| Novo Nordisk A/S Common Stock (NVO) | $NVO | purchase | 2025-06-09 | spouse | $1,001 to $15,000 |
| Novo Nordisk A/S Common Stock (NVO) | $NVO | sale | 2025-07-10 | spouse | $1,001 to $15,000 |
| NuScale Power Corporation Class A Common Stock (SMR) | $SMR | purchase | 2024-11-08 | spouse | $1,001 to $15,000 |
| NVIDIA Corporation - Common Stock (NVDA) | $NVDA | purchase | 2024-11-07 | spouse | $100,001 to $250,000 |
| NVIDIA Corporation - Common Stock (NVDA) | $NVDA | sale | 2024-10-23 | spouse | $100,001 to $250,000 |
| NVIDIA Corporation - Common Stock (NVDA) | $NVDA | purchase | 2024-03-11 | spouse | $15,001 to $50,000 |
| NVIDIA Corporation - Common Stock (NVDA) | $NVDA | purchase | 2024-06-06 | spouse | $50,001 to $100,000 |
| NVIDIA Corporation - Common Stock (NVDA) | $NVDA | purchase | 2024-12-11 | spouse | $1,001 to $15,000 |
| NVIDIA Corporation - Common Stock (NVDA) | $NVDA | purchase | 2025-06-09 | spouse | $1,001 to $15,000 |
| NVIDIA Corporation - Common Stock (NVDA) | $NVDA | purchase | 2025-06-11 | spouse | $1,001 to $15,000 |
| NVIDIA Corporation - Common Stock (NVDA) | $NVDA | sale | 2025-06-10 | spouse | $1,001 to $15,000 |
| NVIDIA Corporation - Common Stock (NVDA) | $NVDA | purchase | 2025-06-17 | spouse | $1,001 to $15,000 |
| NXP Semiconductors N.V. - Common Stock (NXPI) | $NXPI | purchase | 2024-12-11 | spouse | $1,001 to $15,000 |
| NXP Semiconductors N.V. - Common Stock (NXPI) | $NXPI | sale | 2025-01-22 | spouse | $1,001 to $15,000 |
| Okta, Inc. - Class A Common Stock (OKTA) | $OKTA | sale | 2025-07-10 | spouse | $1,001 to $15,000 |
| Okta, Inc. - Class A Common Stock (OKTA) | $OKTA | purchase | 2025-06-17 | spouse | $1,001 to $15,000 |
| Oracle Corporation Common Stock (ORCL) | $ORCL | purchase | 2025-06-17 | spouse | $1,001 to $15,000 |
| O'Reilly Automotive, Inc. - Common Stock (ORLY) | $ORLY | purchase | 2024-12-11 | spouse | $1,001 to $15,000 |
| Ovintiv Inc. (OVV) | $OVV | purchase | 2025-06-24 | spouse | $1,001 to $15,000 |
| Palantir Technologies Inc. - Class A Common Stock (PLTR) | $PLTR | purchase | 2025-06-17 | spouse | $1,001 to $15,000 |
| Palantir Technologies Inc. - Class A Common Stock (PLTR) | $PLTR | purchase | 2024-08-14 | spouse | $15,001 to $50,000 |
| Palantir Technologies Inc. - Class A Common Stock (PLTR) | $PLTR | purchase | 2024-06-06 | spouse | $15,001 to $50,000 |
| Palantir Technologies Inc. - Class A Common Stock (PLTR) | $PLTR | sale | 2024-10-23 | spouse | $50,001 to $100,000 |
| Palantir Technologies Inc. - Class A Common Stock (PLTR) | $PLTR | purchase | 2024-11-07 | spouse | $100,001 to $250,000 |
| Palo Alto Networks, Inc. (PANW) | $PANW | purchase | 2024-12-11 | spouse | $1,001 to $15,000 |
| Palo Alto Networks, Inc. (PANW) | $PANW | sale | 2025-06-09 | spouse | $1,001 to $15,000 |
| Palo Alto Networks, Inc. (PANW) | $PANW | sale | 2025-07-16 | spouse | $1,001 to $15,000 |
| Palo Alto Networks, Inc. (PANW) | $PANW | purchase | 2025-07-10 | spouse | $1,001 to $15,000 |
| Park Hotels & Resorts Inc. Common Stock (PK) | $PK | sale | 2025-06-17 | spouse | $1,001 to $15,000 |
| Park Hotels & Resorts Inc. Common Stock (PK) | $PK | purchase | 2025-06-09 | spouse | $1,001 to $15,000 |
| Parker-Hannifin Corporation Common Stock (PH) | $PH | purchase | 2024-12-11 | spouse | $1,001 to $15,000 |
| Parker-Hannifin Corporation Common Stock (PH) | $PH | sale | 2025-06-11 | spouse | $1,001 to $15,000 |
| Patrick Industries, Inc. - Common Stock (PATK) | $PATK | purchase | 2025-06-11 | spouse | $1,001 to $15,000 |
| Paychex, Inc. - Common Stock (PAYX) | $PAYX | purchase | 2025-07-16 | spouse | $1,001 to $15,000 |
| PDD Holdings Inc. - American Depositary Shares (PDD) | $PDD | purchase | 2025-07-16 | spouse | $1,001 to $15,000 |
| PDD Holdings Inc. - American Depositary Shares (PDD) | $PDD | purchase | 2025-06-09 | spouse | $1,001 to $15,000 |
| PDD Holdings Inc. - American Depositary Shares (PDD) | $PDD | sale | 2025-06-10 | spouse | $1,001 to $15,000 |
| Penumbra, Inc. Common Stock (PEN) | $PEN | sale | 2025-07-10 | spouse | $1,001 to $15,000 |
| Pepsico, Inc. (PEP) | $PEP | purchase | 2025-06-24 | spouse | $1,001 to $15,000 |
| Pfizer, Inc. Common Stock (PFE) | $PFE | purchase | 2025-07-16 | spouse | $1,001 to $15,000 |
| Philip Morris International Inc Common Stock (PM) | $PM | sale | 2025-07-10 | spouse | $1,001 to $15,000 |
| Philip Morris International Inc Common Stock (PM) | $PM | purchase | 2025-06-24 | spouse | $1,001 to $15,000 |
| Phillips Edison & Company, Inc. - Common Stock (PECO) | $PECO | purchase | 2025-07-16 | spouse | $1,001 to $15,000 |
| PLDT Inc. Sponsored ADR (PHI) | $PHI | sale | 2025-06-10 | spouse | $1,001 to $15,000 |
| PLDT Inc. Sponsored ADR (PHI) | $PHI | purchase | 2025-06-09 | spouse | $1,001 to $15,000 |
| Polaris Inc. Common Stock (PII) | $PII | purchase | 2025-06-17 | spouse | $1,001 to $15,000 |
| Principal Financial Group Inc (PFG) | $PFG | purchase | 2025-06-17 | spouse | $1,001 to $15,000 |
| Procter & Gamble Company (PG) | $PG | sale | 2025-07-10 | spouse | $1,001 to $15,000 |
| Procter & Gamble Company (PG) | $PG | purchase | 2025-06-24 | spouse | $1,001 to $15,000 |
| Progress Software Corporation - Common Stock (PRGS) | $PRGS | sale | 2025-07-16 | spouse | $1,001 to $15,000 |
| Progress Software Corporation - Common Stock (PRGS) | $PRGS | purchase | 2025-07-10 | spouse | $1,001 to $15,000 |
| Progressive Corporation (PGR) | $PGR | purchase | 2025-07-10 | spouse | $1,001 to $15,000 |
| Progressive Corporation (PGR) | $PGR | sale | 2025-07-16 | spouse | $1,001 to $15,000 |
| Pure Storage, Inc. Class A Common Stock (PSTG) | $PSTG | purchase | 2025-06-17 | spouse | $1,001 to $15,000 |
| Quanta Services, Inc. Common Stock (PWR) | $PWR | purchase | 2025-07-10 | spouse | $1,001 to $15,000 |
| Range Resources Corporation Common Stock (RRC) | $RRC | purchase | 2025-07-22 | spouse | $1,001 to $15,000 |
| RB Global, Inc. Common Stock (RBA) | $RBA | purchase | 2025-06-24 | spouse | $1,001 to $15,000 |
| Regions Financial Corporation Common Stock (RF) | $RF | purchase | 2025-06-17 | spouse | $1,001 to $15,000 |
| Reliance, Inc. Common Stock (RS) | $RS | purchase | 2025-06-17 | spouse | $1,001 to $15,000 |
| Repligen Corporation - Common Stock (RGEN) | $RGEN | sale | 2025-06-17 | spouse | $1,001 to $15,000 |
| Repligen Corporation - Common Stock (RGEN) | $RGEN | purchase | 2025-07-22 | spouse | $1,001 to $15,000 |
| Repligen Corporation - Common Stock (RGEN) | $RGEN | purchase | 2025-06-11 | spouse | $1,001 to $15,000 |
| Revvity, Inc. Common Stock (RVTY) | $RVTY | purchase | 2025-06-17 | spouse | $1,001 to $15,000 |
| Revvity, Inc. Common Stock (RVTY) | $RVTY | sale | 2025-07-22 | spouse | $1,001 to $15,000 |
| Rio Tinto Plc Common Stock (RIO) | $RIO | purchase | 2025-06-24 | spouse | $1,001 to $15,000 |
| RLI Corp. Common Stock (RLI) | $RLI | purchase | 2025-06-11 | spouse | $1,001 to $15,000 |
| RLI Corp. Common Stock (RLI) | $RLI | sale | 2025-06-17 | spouse | $1,001 to $15,000 |
| Roivant Sciences Ltd. - Common Shares (ROIV) | $ROIV | purchase | 2025-06-17 | spouse | $1,001 to $15,000 |
| Romeo Mich CMNTY SC 4%33 GO UTX Due 05/01/33 | Not listed | purchase | 2025-02-05 | spouse | $15,001 to $50,000 |
| ROMEO MICH CMNTY SCH GO 4% 05/01/2033 CALLABLE | Not listed | sale | 2025-06-06 | spouse | $15,001 to $50,000 |
| Roper Technologies, Inc. (ROP) | $ROP | purchase | 2025-07-22 | spouse | $1,001 to $15,000 |
| Ross Stores, Inc. - Common Stock (ROST) | $ROST | sale | 2025-06-24 | spouse | $1,001 to $15,000 |
| Ross Stores, Inc. - Common Stock (ROST) | $ROST | purchase | 2025-06-17 | spouse | $1,001 to $15,000 |
| Royal Gold, Inc. - Common Stock (RGLD) | $RGLD | purchase | 2025-06-09 | spouse | $1,001 to $15,000 |
| Royal Gold, Inc. - Common Stock (RGLD) | $RGLD | sale | 2025-06-10 | spouse | $1,001 to $15,000 |
| Royal Gold, Inc. - Common Stock (RGLD) | $RGLD | purchase | 2025-07-22 | spouse | $1,001 to $15,000 |
| Salesforce, Inc. Common Stock (CRM) | $CRM | sale | 2025-03-21 | spouse | $1,001 to $15,000 |
| Salesforce, Inc. Common Stock (CRM) | $CRM | purchase | 2024-12-11 | spouse | $1,001 to $15,000 |
| Salesforce, Inc. Common Stock (CRM) | $CRM | sale | 2025-07-16 | spouse | $1,001 to $15,000 |
| Salesforce, Inc. Common Stock (CRM) | $CRM | sale | 2025-07-16 | spouse | $1,001 to $15,000 |
| Salesforce, Inc. Common Stock (CRM) | $CRM | purchase | 2025-06-17 | spouse | $1,001 to $15,000 |
| Sanofi - American Depositary Shares (SNY) | $SNY | purchase | 2025-06-17 | spouse | $1,001 to $15,000 |
| Sanofi - American Depositary Shares (SNY) | $SNY | sale | 2025-07-22 | spouse | $1,001 to $15,000 |
| SAP SE ADS (SAP) | $SAP | sale | 2025-06-10 | spouse | $1,001 to $15,000 |
| SAP SE ADS (SAP) | $SAP | sale | 2025-07-22 | spouse | $1,001 to $15,000 |
| SAP SE ADS (SAP) | $SAP | purchase | 2025-07-16 | spouse | $1,001 to $15,000 |
| SAP SE ADS (SAP) | $SAP | purchase | 2025-06-09 | spouse | $1,001 to $15,000 |
| Schlumberger N.V. Common Stock (SLB) | $SLB | purchase | 2025-07-16 | spouse | $1,001 to $15,000 |
| Schlumberger N.V. Common Stock (SLB) | $SLB | sale | 2025-07-22 | spouse | $1,001 to $15,000 |
| Science Applications International Corporation - Common Stock (SAIC) | $SAIC | purchase | 2025-06-11 | spouse | $1,001 to $15,000 |
| Sea Limited American Depositary Shares, each representing one Class A Ordinary Share (SE) | $SE | purchase | 2025-06-17 | spouse | $1,001 to $15,000 |
| Sea Limited American Depositary Shares, each representing one Class A Ordinary Share (SE) | $SE | sale | 2025-07-10 | spouse | $1,001 to $15,000 |
| Seacoast Banking Corporation of Florida - Common Stock (SBCF) | $SBCF | purchase | 2025-06-17 | spouse | $1,001 to $15,000 |
| Sealed Air Corporation Common Stock (SEE) | $SEE | purchase | 2024-06-11 | spouse | $1,001 to $15,000 |
| Sealed Air Corporation Common Stock (SEE) | $SEE | sale | 2025-06-17 | spouse | $1,001 to $15,000 |
| Selective Insurance Group, Inc. - Common Stock (SIGI) | $SIGI | sale | 2025-06-17 | spouse | $1,001 to $15,000 |
| Selective Insurance Group, Inc. - Common Stock (SIGI) | $SIGI | purchase | 2025-06-11 | spouse | $1,001 to $15,000 |
| Service Corporation International Common Stock (SCI) | $SCI | purchase | 2025-06-24 | spouse | $1,001 to $15,000 |
| Service Corporation International Common Stock (SCI) | $SCI | sale | 2025-07-16 | spouse | $1,001 to $15,000 |
| ServiceNow, Inc. Common Stock (NOW) | $NOW | sale | 2025-06-09 | spouse | $1,001 to $15,000 |
| ServiceNow, Inc. Common Stock (NOW) | $NOW | purchase | 2025-06-17 | spouse | $1,001 to $15,000 |
| ServiceNow, Inc. Common Stock (NOW) | $NOW | sale | 2025-02-05 | spouse | $1,001 to $15,000 |
| ServiceNow, Inc. Common Stock (NOW) | $NOW | purchase | 2025-03-12 | spouse | $1,001 to $15,000 |
| ServiceNow, Inc. Common Stock (NOW) | $NOW | purchase | 2024-12-11 | spouse | $1,001 to $15,000 |
| Shell PLC American Depositary Shares (SHEL) | $SHEL | purchase | 2025-06-09 | spouse | $1,001 to $15,000 |
| Sherwin-Williams Company (SHW) | $SHW | sale | 2025-02-21 | spouse | $1,001 to $15,000 |
| Sherwin-Williams Company (SHW) | $SHW | purchase | 2024-12-11 | spouse | $1,001 to $15,000 |
| Sherwin-Williams Company (SHW) | $SHW | purchase | 2025-06-17 | spouse | $1,001 to $15,000 |
| Shopify Inc. - Class A Subordinate Voting Shares (SHOP) | $SHOP | purchase | 2024-12-11 | spouse | $1,001 to $15,000 |
| Shopify Inc. - Class A Subordinate Voting Shares (SHOP) | $SHOP | sale | 2025-06-09 | spouse | $1,001 to $15,000 |
| Six Flags Entertainment Corporation Common Stock New (FUN) | $FUN | purchase | 2025-07-16 | spouse | $1,001 to $15,000 |
| Smith & Nephew SNATS, Inc. Common Stock (SNN) | $SNN | sale | 2025-06-17 | spouse | $1,001 to $15,000 |
| Smith & Nephew SNATS, Inc. Common Stock (SNN) | $SNN | purchase | 2025-06-09 | spouse | $1,001 to $15,000 |
| Somnigroup International Inc. Common Stock (SGI) | $SGI | purchase | 2025-06-24 | spouse | $1,001 to $15,000 |
| Sony Group Corporation American Depositary Shares (SONY) | $SONY | purchase | 2025-06-17 | spouse | $1,001 to $15,000 |
| Sony Group Corporation American Depositary Shares (SONY) | $SONY | sale | 2025-06-24 | spouse | $1,001 to $15,000 |
| Southside Bancshares, Inc. - Common Stock (SBSI) | $SBSI | sale | 2025-06-17 | spouse | $1,001 to $15,000 |
| Southside Bancshares, Inc. - Common Stock (SBSI) | $SBSI | purchase | 2025-06-09 | spouse | $1,001 to $15,000 |
| Spire Inc. Common Stock (SR) | $SR | purchase | 2025-06-17 | spouse | $1,001 to $15,000 |
| Sprouts Farmers Market, Inc. - Common Stock (SFM) | $SFM | purchase | 2025-06-11 | spouse | $1,001 to $15,000 |
| Sprouts Farmers Market, Inc. - Common Stock (SFM) | $SFM | sale | 2025-07-10 | spouse | $1,001 to $15,000 |
| Starbucks Corporation - Common Stock (SBUX) | $SBUX | sale | 2025-06-24 | spouse | $1,001 to $15,000 |
| Starbucks Corporation - Common Stock (SBUX) | $SBUX | purchase | 2025-07-22 | spouse | $1,001 to $15,000 |
| Starbucks Corporation - Common Stock (SBUX) | $SBUX | purchase | 2025-06-17 | spouse | $1,001 to $15,000 |
| STARWOOD PROPERTY TRUST, INC. Starwood Property Trust Inc. (STWD) | $STWD | purchase | 2025-06-11 | spouse | $1,001 to $15,000 |
| STARWOOD PROPERTY TRUST, INC. Starwood Property Trust Inc. (STWD) | $STWD | sale | 2025-06-17 | spouse | $1,001 to $15,000 |
| Stifel Financial Corporation Common Stock (SF) | $SF | purchase | 2025-06-17 | spouse | $1,001 to $15,000 |
| SWARTZ CREEK MICH CM GO 5% 05/01/2039 CALLABLE | Not listed | sale | 2025-06-06 | spouse | $15,001 to $50,000 |
| Swartz Creek Mich CM GO 5% Due 05/01/2039 | Not listed | purchase | 2025-03-13 | spouse | $15,001 to $50,000 |
| Synopsys, Inc. - Common Stock (SNPS) | $SNPS | purchase | 2024-12-11 | spouse | $1,001 to $15,000 |
| Synopsys, Inc. - Common Stock (SNPS) | $SNPS | sale | 2025-06-09 | spouse | $1,001 to $15,000 |
| Sysco Corporation Common Stock (SYY) | $SYY | purchase | 2025-03-20 | spouse | $1,001 to $15,000 |
| Taiwan Semiconductor Manufacturing Company Ltd. (TSM) | $TSM | purchase | 2025-06-09 | spouse | $1,001 to $15,000 |
| Taiwan Semiconductor Manufacturing Company Ltd. (TSM) | $TSM | purchase | 2024-06-06 | spouse | $15,001 to $50,000 |
| Taiwan Semiconductor Manufacturing Company Ltd. (TSM) | $TSM | purchase | 2024-03-11 | spouse | $15,001 to $50,000 |
| Taiwan Semiconductor Manufacturing Company Ltd. (TSM) | $TSM | purchase | 2024-11-07 | spouse | $100,001 to $250,000 |
| Taiwan Semiconductor Manufacturing Company Ltd. (TSM) | $TSM | sale | 2024-10-23 | spouse | $50,001 to $100,000 |
| Taiwan Semiconductor Manufacturing Company Ltd. (TSM) | $TSM | purchase | 2025-06-17 | spouse | $1,001 to $15,000 |
| Targa Resources, Inc. Common Stock (TRGP) | $TRGP | purchase | 2025-07-22 | spouse | $1,001 to $15,000 |
| Taylor Morrison Home Corporation Common Stock (TMHC) | $TMHC | purchase | 2025-06-17 | spouse | $1,001 to $15,000 |
| Teleflex Incorporated Common Stock (TFX) | $TFX | purchase | 2025-07-16 | spouse | $1,001 to $15,000 |
| Teleflex Incorporated Common Stock (TFX) | $TFX | sale | 2025-07-22 | spouse | $1,001 to $15,000 |
| Tenet Healthcare Corporation Common Stock (THC) | $THC | purchase | 2025-06-11 | spouse | $1,001 to $15,000 |
| Teradyne, Inc. (TER) | $TER | purchase | 2025-06-17 | spouse | $1,001 to $15,000 |
| Tesla, Inc. - Common Stock (TSLA) | $TSLA | purchase | 2025-06-17 | spouse | $1,001 to $15,000 |
| Tesla, Inc. - Common Stock (TSLA) | $TSLA | purchase | 2024-11-08 | spouse | $15,001 to $50,000 |
| Tesla, Inc. - Common Stock (TSLA) | $TSLA | purchase | 2025-06-09 | spouse | $1,001 to $15,000 |
| Tesla, Inc. - Common Stock (TSLA) | $TSLA | sale | 2025-07-10 | spouse | $1,001 to $15,000 |
| Texas Instruments Incorporated - Common Stock (TXN) | $TXN | purchase | 2025-06-17 | spouse | $1,001 to $15,000 |
| Texas Pacific Land Corporation Common Stock (TPL) | $TPL | purchase | 2025-07-22 | spouse | $1,001 to $15,000 |
| Texas Roadhouse, Inc. - Common Stock (TXRH) | $TXRH | sale | 2025-06-24 | spouse | $1,001 to $15,000 |
| Texas Roadhouse, Inc. - Common Stock (TXRH) | $TXRH | purchase | 2025-06-17 | spouse | $1,001 to $15,000 |
| The Bank of New York Mellon Corporation Common Stock (BK) | $BK | purchase | 2025-06-17 | spouse | $1,001 to $15,000 |
| The Campbell's Company - Common Stock (CPB) | $CPB | purchase | 2025-06-11 | spouse | $1,001 to $15,000 |
| The J.M. Smucker Company Common Stock (SJM) | $SJM | purchase | 2025-06-24 | spouse | $1,001 to $15,000 |
| The Middleby Corporation - Common Stock (MIDD) | $MIDD | sale | 2025-06-17 | spouse | $1,001 to $15,000 |
| The Middleby Corporation - Common Stock (MIDD) | $MIDD | purchase | 2025-06-11 | spouse | $1,001 to $15,000 |
| The Trade Desk, Inc. - Class A Common Stock (TTD) | $TTD | purchase | 2025-03-28 | spouse | $1,001 to $15,000 |
| The Trade Desk, Inc. - Class A Common Stock (TTD) | $TTD | sale | 2025-02-21 | spouse | $1,001 to $15,000 |
| The Trade Desk, Inc. - Class A Common Stock (TTD) | $TTD | purchase | 2024-12-11 | spouse | $1,001 to $15,000 |
| Thermo Fisher Scientific Inc Common Stock (TMO) | $TMO | purchase | 2024-12-11 | spouse | $1,001 to $15,000 |
| Thermo Fisher Scientific Inc Common Stock (TMO) | $TMO | sale | 2025-06-10 | spouse | $1,001 to $15,000 |
| Thermo Fisher Scientific Inc Common Stock (TMO) | $TMO | purchase | 2025-07-22 | spouse | $1,001 to $15,000 |
| Timken Company (TKR) | $TKR | sale | 2025-06-17 | spouse | $1,001 to $15,000 |
| Timken Company (TKR) | $TKR | purchase | 2025-06-11 | spouse | $1,001 to $15,000 |
| TJX Companies, Inc. (TJX) | $TJX | purchase | 2024-12-11 | spouse | $1,001 to $15,000 |
| TJX Companies, Inc. (TJX) | $TJX | sale | 2025-06-11 | spouse | $1,001 to $15,000 |
| T-Mobile US, Inc. (TMUS) | $TMUS | purchase | 2025-06-17 | spouse | $1,001 to $15,000 |
| Toro Company (TTC) | $TTC | purchase | 2025-06-09 | spouse | $1,001 to $15,000 |
| Toro Company (TTC) | $TTC | sale | 2025-06-11 | spouse | $1,001 to $15,000 |
| TotalEnergies SE (TTE) | $TTE | sale | 2025-06-24 | spouse | $1,001 to $15,000 |
| TotalEnergies SE (TTE) | $TTE | purchase | 2025-06-17 | spouse | $1,001 to $15,000 |
| Toyota Motor Corporation Common Stock (TM) | $TM | purchase | 2025-06-17 | spouse | $1,001 to $15,000 |
| Toyota Motor Corporation Common Stock (TM) | $TM | sale | 2025-06-24 | spouse | $1,001 to $15,000 |
| Travel Leisure Co. Common Stock (TNL) | $TNL | sale | 2025-06-17 | spouse | $1,001 to $15,000 |
| Travel Leisure Co. Common Stock (TNL) | $TNL | purchase | 2025-06-11 | spouse | $1,001 to $15,000 |
| Trinity Industries, Inc. Common Stock (TRN) | $TRN | purchase | 2025-06-11 | spouse | $1,001 to $15,000 |
| Trinity Industries, Inc. Common Stock (TRN) | $TRN | sale | 2025-06-17 | spouse | $1,001 to $15,000 |
| Trip.com Group Limited - American Depositary Shares (TCOM) | $TCOM | purchase | 2025-06-24 | spouse | $1,001 to $15,000 |
| Troy Mich City SCH 5%36 Go UTX Due 05/01/36 | Not listed | purchase | 2025-01-30 | spouse | $15,001 to $50,000 |
| TROY MICH CITY SCH D GO 5% 05/01/2036 CALLABLE | Not listed | sale | 2025-06-06 | spouse | $15,001 to $50,000 |
| Uber Technologies, Inc. Common Stock (UBER) | $UBER | purchase | 2025-02-21 | spouse | $1,001 to $15,000 |
| Unilever PLC Common Stock (UL) | $UL | purchase | 2025-06-09 | spouse | $1,001 to $15,000 |
| Unilever PLC Common Stock (UL) | $UL | sale | 2025-06-17 | spouse | $1,001 to $15,000 |
| Unilever PLC Common Stock (UL) | $UL | purchase | 2025-07-22 | spouse | $1,001 to $15,000 |
| Union Pacific Corporation Common Stock (UNP) | $UNP | purchase | 2025-07-22 | spouse | $1,001 to $15,000 |
| United Bankshares, Inc. - Common Stock (UBSI) | $UBSI | sale | 2025-06-11 | spouse | $1,001 to $15,000 |
| United Bankshares, Inc. - Common Stock (UBSI) | $UBSI | purchase | 2025-06-09 | spouse | $1,001 to $15,000 |
| United Bankshares, Inc. - Common Stock (UBSI) | $UBSI | purchase | 2025-06-09 | spouse | $1,001 to $15,000 |
| United Parcel Service, Inc. Common Stock (UPS) | $UPS | purchase | 2025-06-17 | spouse | $1,001 to $15,000 |
| United Parcel Service, Inc. Common Stock (UPS) | $UPS | sale | 2025-07-16 | spouse | $1,001 to $15,000 |
| United States Steel Corporation Common Stock (X) | $X | sale | 2025-06-20 | spouse | $1,001 to $15,000 |
| United States Steel Corporation Common Stock (X) | $X | purchase | 2025-06-11 | spouse | $1,001 to $15,000 |
| United Therapeutics Corporation - Common Stock (UTHR) | $UTHR | purchase | 2025-06-11 | spouse | $1,001 to $15,000 |
| UnitedHealth Group Incorporated Common Stock (UNH) | $UNH | purchase | 2025-06-17 | spouse | $1,001 to $15,000 |
| UnitedHealth Group Incorporated Common Stock (UNH) | $UNH | sale | 2025-06-24 | spouse | $1,001 to $15,000 |
| Unum Group Common Stock (UNM) | $UNM | sale | 2025-06-17 | spouse | $1,001 to $15,000 |
| Unum Group Common Stock (UNM) | $UNM | purchase | 2025-06-11 | spouse | $1,001 to $15,000 |
| Urban Edge Properties Common Shares of Beneficial Interest (UE) | $UE | purchase | 2025-06-17 | spouse | $1,001 to $15,000 |
| US Foods Holding Corp. Common Stock (USFD) | $USFD | purchase | 2025-07-10 | spouse | $1,001 to $15,000 |
| VALE S.A. American Depositary Shares Each Representing one common share (VALE) | $VALE | purchase | 2025-06-24 | spouse | $1,001 to $15,000 |
| Veris Residential, Inc. Common Stock (VRE) | $VRE | sale | 2025-06-17 | spouse | $1,001 to $15,000 |
| Veris Residential, Inc. Common Stock (VRE) | $VRE | purchase | 2025-06-11 | spouse | $15,001 to $50,000 |
| VeriSign, Inc. - Common Stock (VRSN) | $VRSN | purchase | 2025-06-17 | spouse | $1,001 to $15,000 |
| VeriSign, Inc. - Common Stock (VRSN) | $VRSN | sale | 2025-06-24 | spouse | $1,001 to $15,000 |
| Verizon Communications Inc. Common Stock (VZ) | $VZ | sale | 2025-07-10 | spouse | $1,001 to $15,000 |
| Verizon Communications Inc. Common Stock (VZ) | $VZ | purchase | 2025-06-24 | spouse | $1,001 to $15,000 |
| Vertex Pharmaceuticals Incorporated - Common Stock (VRTX) | $VRTX | purchase | 2024-12-11 | spouse | $1,001 to $15,000 |
| Vertex Pharmaceuticals Incorporated - Common Stock (VRTX) | $VRTX | sale | 2025-06-11 | spouse | $1,001 to $15,000 |
| Vertex Pharmaceuticals Incorporated - Common Stock (VRTX) | $VRTX | sale | 2025-06-10 | spouse | $1,001 to $15,000 |
| Vertiv Holdings, LLC Class A Common Stock (VRT) | $VRT | sale | 2025-06-10 | spouse | $1,001 to $15,000 |
| Vertiv Holdings, LLC Class A Common Stock (VRT) | $VRT | purchase | 2025-03-20 | spouse | $1,001 to $15,000 |
| Viper Energy, Inc. - Class A Common Stock (VNOM) | $VNOM | purchase | 2025-06-24 | spouse | $1,001 to $15,000 |
| Viper Energy, Inc. - Class A Common Stock (VNOM) | $VNOM | sale | 2025-07-10 | spouse | $1,001 to $15,000 |
| Visa Inc. (V) | $V | purchase | 2024-12-11 | spouse | $1,001 to $15,000 |
| Vistra Corp. Common Stock (VST) | $VST | purchase | 2025-06-17 | spouse | $1,001 to $15,000 |
| Vontier Corporation Common Stock (VNT) | $VNT | purchase | 2025-06-09 | spouse | $1,001 to $15,000 |
| Vontier Corporation Common Stock (VNT) | $VNT | sale | 2025-06-10 | spouse | $1,001 to $15,000 |
| Voya Financial, Inc. Common Stock (VOYA) | $VOYA | sale | 2025-06-17 | spouse | $1,001 to $15,000 |
| Voya Financial, Inc. Common Stock (VOYA) | $VOYA | purchase | 2025-06-11 | spouse | $1,001 to $15,000 |
| W. P. Carey Inc. REIT (WPC) | $WPC | sale | 2025-07-16 | spouse | $1,001 to $15,000 |
| W. P. Carey Inc. REIT (WPC) | $WPC | purchase | 2025-07-10 | spouse | $1,001 to $15,000 |
| W.R. Berkley Corporation Common Stock (WRB) | $WRB | purchase | 2025-07-16 | spouse | $1,001 to $15,000 |
| Walmart Inc. Common Stock (WMT) | $WMT | purchase | 2025-06-17 | spouse | $1,001 to $15,000 |
| Waste Management, Inc. Common Stock (WM) | $WM | purchase | 2025-06-17 | spouse | $1,001 to $15,000 |
| Waste Management, Inc. Common Stock (WM) | $WM | sale | 2025-06-24 | spouse | $1,001 to $15,000 |
| Waters Corporation Common Stock (WAT) | $WAT | sale | 2025-07-22 | spouse | $1,001 to $15,000 |
| Waters Corporation Common Stock (WAT) | $WAT | purchase | 2025-07-16 | spouse | $1,001 to $15,000 |
| Watsco, Inc. Common Stock (WSO) | $WSO | purchase | 2025-06-17 | spouse | $1,001 to $15,000 |
| WD-40 Company - Common Stock (WDFC) | $WDFC | sale | 2025-07-22 | spouse | $1,001 to $15,000 |
| WD-40 Company - Common Stock (WDFC) | $WDFC | purchase | 2025-07-16 | spouse | $1,001 to $15,000 |
| West Pharmaceutical Services, Inc. Common Stock (WST) | $WST | sale | 2025-07-22 | spouse | $1,001 to $15,000 |
| West Pharmaceutical Services, Inc. Common Stock (WST) | $WST | purchase | 2025-06-17 | spouse | $1,001 to $15,000 |
| Western Alliance Bancorporation Common Stock (WAL) | $WAL | purchase | 2025-07-16 | spouse | $1,001 to $15,000 |
| Western Alliance Bancorporation Common Stock (WAL) | $WAL | sale | 2025-07-22 | spouse | $1,001 to $15,000 |
| Whirlpool Corporation Common Stock (WHR) | $WHR | purchase | 2025-07-22 | spouse | $1,001 to $15,000 |
| Williams Companies, Inc. (WMB) | $WMB | sale | 2025-07-10 | spouse | $1,001 to $15,000 |
| Williams Companies, Inc. (WMB) | $WMB | purchase | 2025-02-24 | spouse | $1,001 to $15,000 |
| Workday, Inc. - Class A Common Stock (WDAY) | $WDAY | purchase | 2025-03-21 | spouse | $1,001 to $15,000 |
| Workday, Inc. - Class A Common Stock (WDAY) | $WDAY | sale | 2025-06-17 | spouse | $1,001 to $15,000 |
| WSFS Financial Corporation - Common Stock (WSFS) | $WSFS | purchase | 2025-06-17 | spouse | $1,001 to $15,000 |
| Wynn Resorts, Limited - Common Stock (WYNN) | $WYNN | purchase | 2025-06-09 | spouse | $1,001 to $15,000 |
| Wyoming Mich Pub SC 4%35 GO UTX Due 05/31/35 | Not listed | purchase | 2025-02-12 | spouse | $15,001 to $50,000 |
| WYOMING MICH PUB SCH GO 4% 05/01/2035 CALLABLE | Not listed | sale | 2024-06-06 | spouse | $1,001 to $15,000 |
| XPO, Inc. Common Stock (XPO) | $XPO | purchase | 2025-07-22 | spouse | $1,001 to $15,000 |
| Yum! Brands, Inc. (YUM) | $YUM | purchase | 2025-06-24 | spouse | $1,001 to $15,000 |
| Zoetis Inc. Class A Common Stock (ZTS) | $ZTS | sale | 2025-01-15 | spouse | $1,001 to $15,000 |
| Zoetis Inc. Class A Common Stock (ZTS) | $ZTS | purchase | 2024-12-11 | spouse | $1,001 to $15,000 |
| Zoetis Inc. Class A Common Stock (ZTS) | $ZTS | purchase | 2025-07-22 | spouse | $1,001 to $15,000 |
How to cite this filing
CopyGov canonical record
https://copygov.com/filings/20030891
Original government record
https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2025/20030891.pdf
Record checked 2026-09-15T07:25:55.807Z. Public dataset available through 2026-09-14.
A filing records reported transactions. It is not a complete current portfolio. The reported owner may be the filer, a spouse, a dependent or a joint account. Filing and transaction dates are different. Confirm extracted details in the official PDF before publication or investment use.