
Based on 134 buys scored
Returns compare each buy trade against SPY over the same holding period. Based on monthly price data. Congressional disclosures can be delayed up to 45 days. Not financial advice.
295 trades disclosed
Date | Ticker | Type | Amount Range | Disclosure Delay |
|---|---|---|---|---|
| Feb 25, 2026 | INTU Intuit Inc. - Common Stock | Sale | $15k - $50k | +13d |
| Feb 25, 2026 | AZO AutoZone, Inc. Common Stock | Sale | $50k - $100k | +13d |
| Feb 25, 2026 | UNH UnitedHealth Group Incorporated Common Stock (DE) | Buy | $50k - $100k | +13d |
| Feb 4, 2026 | LRN Stride, Inc. Common Stock | Buy | $15k - $50k | +26d |
| Feb 4, 2026 | MCK McKesson Corporation Common Stock | Buy | $15k - $50k | +26d |
| Feb 4, 2026 | MPWR Monolithic Power Systems, Inc. - Common Stock | Buy | $15k - $50k | +26d |
| Feb 4, 2026 | MTZ MasTec, Inc. Common Stock | Sale | $15k - $50k | +26d |
| Feb 4, 2026 | FCFS FirstCash Holdings, Inc. - Common Stock | Buy | $15k - $50k | +26d |
| Feb 4, 2026 | GS Goldman Sachs Group, Inc. (The) Common Stock | Sale | $15k - $50k | +26d |
| Feb 4, 2026 | IRM Iron Mountain Incorporated (Delaware)Common Stock REIT | Sale | $1k - $15k | +26d |
| Feb 4, 2026 | ADBE Adobe Inc. - Common Stock | Buy | $15k - $50k | +26d |
| Feb 4, 2026 | AIT Applied Industrial Technologies, Inc. Common Stock | Sale | $1k - $15k | +26d |
| Feb 4, 2026 | AMKR Amkor Technology, Inc. - Common Stock | Buy | $15k - $50k | +26d |
| Feb 4, 2026 | APG APi Group Corporation Common Stock | Buy | $15k - $50k | +26d |
| Feb 4, 2026 | C Citigroup, Inc. Common Stock | Buy | $15k - $50k | +26d |
| Feb 4, 2026 | COHR Coherent Corp. Common Stock | Sale | $15k - $50k | +26d |
| Feb 4, 2026 | CRDO Credo Technology Group Holding Ltd - Ordinary Shares | Sale | $15k - $50k | +26d |
| Feb 4, 2026 | VSEC VSE Corporation - Common Stock | Buy | $15k - $50k | +26d |
| Feb 4, 2026 | CRS Carpenter Technology Corporation Common Stock | Buy | $15k - $50k | +26d |
| Feb 4, 2026 | DELL Dell Technologies Inc. Class C Common Stock | Sale | $15k - $50k | +26d |
| Jan 20, 2026 | UNIVERSITY HOUSTON TEX UNIV REVS CONSOLIDATED REV AND REF BDS Rate/Coupon: 5.0% Matures: 02/15/33 | Sale | $15k - $50k | +15d |
| Jan 20, 2026 | FORT LAUDERDALE FLA WTR & SWR REV BDS Rate/Coupon: 5.0% Matures: 09/01/38 | Sale | $1k - $15k | +15d |
| Jan 20, 2026 | SALEM N H GO BDS Rate/Coupon: 4.0% Matures: 10/01/36 | Sale | $15k - $50k | +15d |
| Jan 20, 2026 | IPS MULTI-SCH BLDG CORP IND UNLTD AD VALOREM PPTY TAX FIRST MTG BDS Rate/Coupon: 5.0% Matures: 07/15/38 | Sale | $50k - $100k | +15d |
| Jan 5, 2026 | APG APi Group Corporation Common Stock | Buy | $15k - $50k | +30d |
| Jan 5, 2026 | VSEC VSE Corporation - Common Stock | Buy | $15k - $50k | +30d |
| Jan 20, 2026 | WEST PALM BEACH FLA CMNTY REDEV AGY TAX INCREMENT REV REF BDS Rate/Coupon: 5.0% Matures: 03/01/33 | Sale | $15k - $50k | +15d |
| Jan 20, 2026 | COOK CNTY ILL CMNTY CONS SCH DIST NO 015 PALATINE GO BDS Rate/Coupon: 5.25% Matures: 12/15/39 | Sale | $15k - $50k | +15d |
| Jan 20, 2026 | FLORIDA ST DEPT GEN SVCS DIV FACS MGMT REV POOL REV REF BDS Rate/Coupon: 4.0% Matures: 09/01/30 | Sale | $15k - $50k | +15d |
| Jan 20, 2026 | MASSACHUSETTS ST DEV FIN AGY REV BDS Rate/Coupon: 5.0% Matures: 10/01/31 | Sale | $15k - $50k | +15d |
| Jan 20, 2026 | METROPOLITAN TRANSN AUTH N Y DEDICATED TAX FD GREEN FD BDS Rate/Coupon: 5.0% Matures: 11/15/36 | Sale | $15k - $50k | +15d |
| Jan 20, 2026 | AUSTIN TEX CTFS OBLIG Rate/Coupon: 5.0% Matures: 09/01/38 | Sale | $1k - $15k | +15d |
| Jan 20, 2026 | CORSICANA TEX COMBINATION TAX AND REV CTFS OBLIG Rate/Coupon: 4.0% Matures: 02/15/42 | Sale | $15k - $50k | +15d |
| Jan 20, 2026 | ALAMOGORDO N MEX MUN SCH DIST NO 001 GO BDS Rate/Coupon: 5.0% Matures: 08/01/27 | Sale | $15k - $50k | +15d |
| Jan 20, 2026 | NEVADA ST LTD TAX GO CAP IMPT BDS Rate/Coupon: 5.0% Matures: 05/01/38 | Sale | $1k - $15k | +15d |
| Jan 21, 2026 | COOK CNTY ILL CMNTY CONS SCH DIST NO 015 PALATINE GO BDS Rate/Coupon: 5.25% Matures: 12/15/39 | Sale | $1k - $15k | +14d |
| Jan 5, 2026 | LRN Stride, Inc. Common Stock | Buy | $15k - $50k | +30d |
| Jan 20, 2026 | KENTUCKY ST PPTY & BLDGS COMMN REVS BDS Rate/Coupon: 5.0% Matures: 11/01/27 | Sale | $50k - $100k | +15d |
| Jan 20, 2026 | MACOMB INTER SCH DIST MICH UNLTD TAX GO BLDG SITE BDS Rate/Coupon: 5.0% Matures: 05/01/38 | Sale | $1k - $15k | +15d |
| Jan 5, 2026 | MCK McKesson Corporation Common Stock | Buy | $15k - $50k | +30d |
| Jan 5, 2026 | MPWR Monolithic Power Systems, Inc. - Common Stock | Buy | $15k - $50k | +30d |
| Jan 20, 2026 | SEATTLE WASH DRAIN & WASTEWATER REV REF REV BDS Rate/Coupon: 4.0% Matures: 05/01/39 | Sale | $50k - $100k | +15d |
| Jan 20, 2026 | FORT SMITH ARK WTR & SWR REV REF CONSTR BDS Rate/Coupon: 5.0% Matures: 10/01/32 | Sale | $50k - $100k | +15d |
| Jan 20, 2026 | CLEAR CREEK TEX INDPT SCH DIST UNLTD TAX REF BDS Rate/Coupon: 5.0% Matures: 02/15/38 | Sale | $50k - $100k | +15d |
| Jan 5, 2026 | CRS Carpenter Technology Corporation Common Stock | Buy | $15k - $50k | +30d |
| Jan 5, 2026 | C Citigroup Inc | Buy | $15k - $50k | +30d |
| Jan 5, 2026 | FCFS FirstCash Holdings, Inc. - Common Stock | Buy | $15k - $50k | +30d |
| Jan 5, 2026 | ADBE Adobe Inc. - Common Stock | Buy | $15k - $50k | +30d |
| Jan 5, 2026 | AMKR Amkor Technology, Inc. - Common Stock | Buy | $15k - $50k | +30d |
| Dec 29, 2025 | NOW ServiceNow, Inc. Common Stock | Buy | $15k - $50k | +18d |
| Dec 29, 2025 | ELV Elevance Health, Inc. Common Stock | Buy | $15k - $50k | +18d |
| Dec 29, 2025 | AXP American Express Company Common Stock | Buy | $1k - $15k | +18d |
| Dec 29, 2025 | CVX Chevron Corporation Common Stock | Buy | $15k - $50k | +18d |
| Dec 29, 2025 | AAPL Apple Inc. - Common Stock | Buy | $100k - $250k | +18d |
| Dec 29, 2025 | META Meta Platforms, Inc. - Class A Common Stock | Buy | $50k - $100k | +18d |
| Dec 29, 2025 | MA Mastercard Incorporated Common Stock | Buy | $50k - $100k | +18d |
| Dec 29, 2025 | HLT Hilton Worldwide Holdings Inc. Common Stock | Buy | $15k - $50k | +18d |
| Dec 29, 2025 | CAT Caterpillar, Inc. Common Stock | Buy | $15k - $50k | +18d |
| Dec 29, 2025 | LLY Eli Lilly and Company Common Stock | Buy | $15k - $50k | +18d |
| Dec 29, 2025 | JPM JP Morgan Chase & Co. Common Stock | Buy | $50k - $100k | +18d |
| Dec 29, 2025 | COF Capital One Financial Corporation Common Stock | Buy | $50k - $100k | +18d |
| Dec 29, 2025 | RTX RTX Corporation Common Stock | Buy | $15k - $50k | +18d |
| Dec 29, 2025 | GOOGL Alphabet Inc. - Class A Common Stock | Buy | $100k - $250k | +18d |
| Dec 29, 2025 | LRCX Lam Research Corporation - Common Stock | Buy | $50k - $100k | +18d |
| Dec 29, 2025 | COP ConocoPhillips Common Stock | Buy | $15k - $50k | +18d |
| Dec 29, 2025 | IQV IQVIA Holdings, Inc. Common Stock | Buy | $15k - $50k | +18d |
| Dec 29, 2025 | INTU Intuit Inc. - Common Stock | Buy | $15k - $50k | +18d |
| Dec 29, 2025 | HD Home Depot, Inc. (The) Common Stock | Buy | $15k - $50k | +18d |
| Dec 29, 2025 | ISRG Intuitive Surgical, Inc. - Common Stock | Buy | $15k - $50k | +18d |
| Dec 29, 2025 | COST Costco Wholesale Corporation - Common Stock | Buy | $15k - $50k | +18d |
| Dec 29, 2025 | AMAT Applied Materials, Inc. - Common Stock | Buy | $15k - $50k | +18d |
| Dec 29, 2025 | ICE Intercontinental Exchange Inc. Common Stock | Buy | $15k - $50k | +18d |
| Dec 29, 2025 | DE Deere & Company Common Stock | Buy | $15k - $50k | +18d |
| Dec 29, 2025 | BSX Boston Scientific Corporation Common Stock | Buy | $15k - $50k | +18d |
| Dec 29, 2025 | MSFT Microsoft Corporation - Common Stock | Buy | $100k - $250k | +18d |
| Dec 29, 2025 | GS Goldman Sachs Group, Inc. (The) Common Stock | Buy | $15k - $50k | +18d |
| Dec 29, 2025 | KO Coca-Cola Company (The) Common Stock | Buy | $15k - $50k | +18d |
| Dec 29, 2025 | AMZN Amazon.com, Inc. - Common Stock | Buy | $100k - $250k | +18d |
| Dec 29, 2025 | NVDA NVIDIA Corporation - Common Stock | Buy | $100k - $250k | +18d |
| Dec 29, 2025 | CRM Salesforce, Inc. Common Stock | Buy | $15k - $50k | +18d |
| Dec 18, 2025 | GS Goldman Sachs Group, Inc. (The) Common Stock | Sale | $15k - $50k | +26d |
| Dec 18, 2025 | DELL Dell Technologies Inc. Class C Common Stock | Sale | $15k - $50k | +26d |
| Dec 18, 2025 | CRDO Credo Technology Group Holding Ltd | Sale | $15k - $50k | +26d |
| Dec 18, 2025 | COHR Coherent Corp. - Common Stock | Sale | $15k - $50k | +26d |
| Dec 18, 2025 | PRMB Primo Brands Corp | Sale | $1k - $15k | +26d |
| Dec 18, 2025 | PRMB Primo Brands Corporation Class A Common Stock | Sale | $1k - $15k | +26d |
| Dec 17, 2025 | PRMB Primo Brands Corporation Class A Common Stock | Sale | $1k - $15k | +27d |
| Dec 18, 2025 | AIT Applied Industrial Technologies, Inc. Common Stock | Sale | $15k - $50k | +26d |
| Dec 18, 2025 | LRN Stride, Inc. Common Stock | Sale | $1k - $15k | +26d |
| Dec 18, 2025 | IRM Iron Mountain Inc | Sale | $1k - $15k | +26d |
| Dec 18, 2025 | MTZ MasTec, Inc. Common Stock | Sale | $15k - $50k | +26d |
| Dec 3, 2025 | CORSICANA TEX COMBINATION TAX AND REV CTFS OBLIG 2025 Rate/Coupon: 4.0% Matures: 02/15/2042 | Buy | $50k - $100k | +9d |
| Nov 10, 2025 | CSX CSX Corporation - Common Stock | Sale | $15k - $50k | +25d |
| Nov 10, 2025 | COF Capital One Financial Corporation Common Stock | Buy | $50k - $100k | +25d |
| Nov 10, 2025 | ZTS Zoetis Inc. Class A Common Stock | Sale | $15k - $50k | +25d |
| Nov 10, 2025 | PNR Pentair plc. Ordinary Share | Buy | $15k - $50k | +25d |
| Nov 3, 2025 | CMG Chipotle Mexican Grill, Inc. Common Stock | Sale | $15k - $50k | +18d |
| Nov 3, 2025 | MSFT Microsoft Corp | Buy | $250k - $500k | +18d |
| Nov 3, 2025 | BRK-B Berkshire Hathaway Cl B | Sale | $15k - $50k | +18d |
| Nov 3, 2025 | TMUS T-Mobile US, Inc. - Common Stock | Sale | $50k - $100k | +18d |
| Nov 3, 2025 | FI Fiserv Inc | Sale | $15k - $50k | +18d |
| Sep 24, 2025 | ISRG Intuitive Surgical, Inc. - Common Stock | Buy | $50k - $100k | +7d |
| Sep 24, 2025 | TXN Texas Instruments Incorporated - Common Stock | Sale | $15k - $50k | +7d |
| Sep 24, 2025 | ACN Accenture Plc | Sale | $15k - $50k | +7d |
| Sep 24, 2025 | INTU Intuit Inc. - Common Stock | Buy | $15k - $50k | +7d |
| Sep 24, 2025 | NOW ServiceNow, Inc. Common Stock | Buy | $1k - $15k | +7d |
| Sep 24, 2025 | UNH Unitedhealth Group Inc | Buy | $15k - $50k | +7d |
| Sep 24, 2025 | ADBE Adobe Systems Inc | Sale | $15k - $50k | +7d |
| Sep 23, 2025 | WAB Wabtec Corp | Sale | $15k - $50k | +8d |
| Sep 24, 2025 | IHF iShares U.S. Health Care Providers ETF | Sale | $15k - $50k | +7d |
| Sep 9, 2025 | MASSACHUSETTS ST DEV FIN AGY REV BDS WELLFORCE INC 2020 Rate/Coupon: 5.0% Matures: 10/01/31 | Buy | $50k - $100k | +8d |
| Aug 1, 2025 | UNH UnitedHealth Group Incorporated Common Stock (DE) | Sale | $15k - $50k | +17d |
| Jan 3, 2023 | SHOP Shopify Inc | Buy | $1k - $15k | Date uncertain |
| Jan 3, 2023 | FCFS FirstCash Holdings, Inc. - Common Stock | Buy | $1k - $15k | Date uncertain |
| Jan 3, 2023 | PYPL PayPal Holdings, Inc. - Common Stock | Buy | $1k - $15k | Date uncertain |
| Nov 12, 2024 | PDBC Invesco Optimum Yield Diversified Commodity Strate | Buy | $15k - $50k | +273d Late |
| Jan 4, 2024 | SHOP Shopify Inc | Sale | $1k - $15k | Date uncertain |
| Nov 12, 2024 | PCLPX Pimco Commoditiesplus Strategy Fund Class I-2 | Sale | $15k - $50k | +273d Late |
| Oct 29, 2024 | PDBC Invesco Optimum Yield Diversified Commodity Strate | Buy | $250k - $500k | +287d Late |
| Oct 29, 2024 | Pimco Commodities Plus Strategy Fund Class | Sale | $250k - $500k | +287d Late |
| Jul 23, 2024 | Univ OK Rev Rate/Coupon: 5.0% Matures: 07/01/28 | Sale | $15k - $50k | Date uncertain |
| Jul 23, 2024 | Tulsa Cnty OK ISD GO Unltd Rate/Coupon: 4.5% Matures: 03/01/26 | Sale | $100k - $250k | Date uncertain |
| Jul 23, 2024 | Tulsa Cnty OK Indl Auth Eductn Rev Rate/Coupon: 5.0% Matures: 09/01/27 | Sale | $15k - $50k | Date uncertain |
| Jan 4, 2024 | PODD Insulet Corporation - Common Stock | Sale | $1k - $15k | Date uncertain |
| Jan 4, 2024 | PYPL PayPal Holdings, Inc. - Common Stock | Sale | $1k - $15k | Date uncertain |
| Jan 4, 2024 | INST Instructure Holdings, Inc. Common Stock | Sale | $1k - $15k | Date uncertain |
| Jan 4, 2024 | HUBB Hubbell Inc Common Stock | Sale | $1k - $15k | Date uncertain |
| Jan 4, 2024 | FCFS FirstCash Holdings, Inc. - Common Stock | Sale | $1k - $15k | Date uncertain |
| Jan 4, 2024 | FN Fabrinet | Sale | $1k - $15k | Date uncertain |
| Jan 4, 2024 | EXLS ExlService Holdings, Inc. - Common Stock | Sale | $1k - $15k | Date uncertain |
| Jan 4, 2024 | CTVA Corteva, Inc. Common Stock | Sale | $1k - $15k | Date uncertain |
| Jan 4, 2024 | CELH Celsius Holdings, Inc. - Common Stock | Sale | $1k - $15k | Date uncertain |
| Dec 11, 2024 | LLY Eli Lilly and Company Common Stock | Buy | $50k - $100k | +244d Late |
| Jan 4, 2024 | ZTS Zoetis Inc. Class A Common Stock | Buy | $1k - $15k | Date uncertain |
| Jan 4, 2024 | SFM Sprouts Farmers Market, Inc. - Common Stock | Buy | $1k - $15k | Date uncertain |
| Jan 4, 2024 | OLLI Ollie's Bargain Outlet Holdings, Inc. - Common Sto | Buy | $1k - $15k | Date uncertain |
| Jan 4, 2024 | GS Goldman Sachs Group, Inc. (The) Common Stock | Buy | $1k - $15k | Date uncertain |
| Jan 4, 2024 | FRPT Freshpet, Inc. - Common Stock | Buy | $1k - $15k | Date uncertain |
| Jan 4, 2024 | ETN Eaton Corp | Buy | $1k - $15k | Date uncertain |
| Jan 4, 2024 | ELF E.L.F. Beauty Inc | Buy | $1k - $15k | Date uncertain |
| Jan 4, 2024 | CYBR CyberArk Software Ltd. - Ordinary Shares | Buy | $1k - $15k | Date uncertain |
| Jan 4, 2024 | BMI Badger Meter, Inc. Common Stock | Buy | $1k - $15k | Date uncertain |
| Jan 4, 2024 | AXON Axon Enterprise Inc | Buy | $1k - $15k | Date uncertain |
| Jan 4, 2024 | ZTS Zoetis Inc Cl A | Buy | $1k - $15k | Date uncertain |
| Jan 2, 2024 | ADBE Adobe Systems Inc | Buy | $15k - $50k | Date uncertain |
| Jan 2, 2024 | AMD Advanced Micro Devices, Inc. - Common Stock | Buy | $15k - $50k | Date uncertain |
| Jan 2, 2024 | AAPL Apple Inc. - Common Stock | Buy | $50k - $100k | Date uncertain |
| Jan 2, 2024 | AMAT Applied Materials, Inc. - Common Stock | Buy | $15k - $50k | Date uncertain |
| Jan 2, 2024 | META Meta Platforms Inc | Buy | $15k - $50k | Date uncertain |
| Jan 2, 2024 | LRCX Lam Research Corp | Buy | $15k - $50k | Date uncertain |
| Jan 2, 2024 | NVDA NVIDIA Corporation - Common Stock | Buy | $15k - $50k | Date uncertain |
| Dec 22, 2023 | SHOP Shopify Inc | Sale | $1k - $15k | Date uncertain |
| Dec 22, 2023 | PYPL PayPal Holdings, Inc. - Common Stock | Sale | $1k - $15k | Date uncertain |
| Dec 22, 2023 | PODD Insulet Corp | Sale | $1k - $15k | Date uncertain |
| Dec 22, 2023 | INST Instructure Holdings Inc | Sale | $1k - $15k | Date uncertain |
| Dec 22, 2023 | HUBB Hubbell Inc Common Stock | Sale | $1k - $15k | Date uncertain |
| Dec 22, 2023 | FN Fabrinet | Sale | $1k - $15k | Date uncertain |
| Dec 22, 2023 | FCFS FirstCash Holdings, Inc. - Common Stock | Sale | $1k - $15k | Date uncertain |
| Dec 22, 2023 | EXLS ExlService Holdings, Inc. - Common Stock | Sale | $1k - $15k | Date uncertain |
| Dec 22, 2023 | CTVA Corteva Inc | Sale | $1k - $15k | Date uncertain |
| Dec 22, 2023 | CELH Celsius Holdings Inc | Sale | $1k - $15k | Date uncertain |
| Apr 3, 2024 | ZTS Zoetis Inc. Class A Common Stock | Sale | $1k - $15k | Date uncertain |
| Jul 23, 2024 | Purcell OK Public Wks Auth Sal Rev Rate/Coupon: 5.0% Matures: 03/01/30 | Sale | $15k - $50k | Date uncertain |
| Jul 23, 2024 | Oklahoma St Univ Agric & Mech Rev Rate/Coupon: 5.0 Matures: 09/01/32 | Sale | $50k - $100k | Date uncertain |
| Jul 23, 2024 | Oklahoma St Turnpike Auth Rev Rate/Coupon: 5.0% Matures: 01/01/25 | Sale | $15k - $50k | Date uncertain |
| Jul 24, 2024 | Oklahoma St Dev Fin Auth Hlths Rev Rate/Coupon: 5.0% Matures: 08/15/31 | Sale | $15k - $50k | Date uncertain |
| Mar 11, 2024 | Oklahoma St Dev Fin Auth Hlths Rev Rate/Coupon: 5.0% Matures: 08/15/31 | Sale | $15k - $50k | Date uncertain |
| Feb 9, 2024 | Oklahoma St Dev Fin Auth Hlths Rev Rate/Coupon: 5.0% Matures: 08/15/31 | Sale | $50k - $100k | Date uncertain |
| Feb 7, 2024 | Oklahoma St Dev Fin Auth Hlths Rev Rate/Coupon: 5.0% Matures: 08/15/31 | Sale | $50k - $100k | Date uncertain |
| Jan 29, 2024 | Oklahoma St Dev Fin Auth Hlths Rev Rate/Coupon: 5.0% Matures: 08/15/31 | Sale | $100k - $250k | Date uncertain |
| Jan 22, 2024 | Oklahoma St Dev Fin Auth Hlths Rev Rate/Coupon: 5.0% Matures: 08/15/31 | Sale | $50k - $100k | Date uncertain |
| Jan 19, 2024 | Oklahoma St Dev Fin Auth Hlths Rev Rate/Coupon: 5.0% Matures: 08/15/31 | Sale | $50k - $100k | Date uncertain |
| Jan 10, 2024 | Oklahoma St Dev Fin Auth Hlths Rev Rate/Coupon: 5.0% Matures: 08/15/31 | Sale | $50k - $100k | Date uncertain |
| Jul 23, 2024 | Oklahoma St Capitol Impt Auth Rev Rate/Coupon: 5.0% Matures: 07/01/25 | Sale | $50k - $100k | Date uncertain |
| Jul 23, 2024 | Oklahoma Dev Fin Auth Lease Rev Rate/Coupon: 5.0% Matures: 12/01/29 | Sale | $15k - $50k | Date uncertain |
| Jul 23, 2024 | Oklahoma Cnty OK Fin Auth Rev Rate/Coupon: 5.0% Matures: 10/01/24 | Sale | $100k - $250k | Date uncertain |
| Jul 23, 2024 | McClain Cnty OK Econ Dev Auth Rev Rate/Coupon: 4.0% Matures: 09/01/33 | Sale | $100k - $250k | Date uncertain |
| Jul 23, 2024 | Grady Cnty OK Sch Fin Auth Edu Rev Rate/Coupon: 4.0% Matures: 09/01/31 | Sale | $100k - $250k | Date uncertain |
| Jul 23, 2024 | Cleveland Cnty OK Eductnl Facs Rev Rate/Coupon: 5.00% Matures: 06/01/32 | Sale | $100k - $250k | Date uncertain |
| Jul 23, 2024 | Canadian Cnty OK Eductnl Facs Rev Rate/Coupon: 5.0% Matures: 09/01/27 | Sale | $100k - $250k | Date uncertain |
| Jul 23, 2024 | Broken Arrow OK GO Unltd Rate/Coupon: 4.0% Matures: 09/01/35 | Sale | $100k - $250k | Date uncertain |
| Oct 1, 2024 | Pocono Mtn PA Sch Dist Go Nts 2023 Rate/Coupon: 4.5% Matures: 10/01/26 | Sale | $50k - $100k | +315d Late |
| Jan 18, 2024 | JOHNSTON CNTY N C GO REF BDS 2010-A Rate/Coupon: 5.0% Matures: 02/01/2024 | Sale | $50k - $100k | Date uncertain |
| Jan 18, 2024 | CENTRAL WEBER UTAH SWR IMPT DIST SWR REV BDS 2023 Rate/Coupon: 5.0% Matures: 03/01/2024 | Sale | $50k - $100k | Date uncertain |
| Jan 18, 2024 | AUSTIN TEX PUB IMPT REF BDS 2023 Rate/Coupon: 5.0% Matures: 09/01/2024 | Sale | $15k - $50k | Date uncertain |
| Jan 18, 2024 | KAUKAUNA WIS ANTIC NTS 2023B Rate/Coupon: 5.0% Matures: 06/01/2028 | Sale | $50k - $100k | Date uncertain |
| Jan 3, 2024 | Canadian County Educational Facilities Authority Rate/Coupon: 5.0% Matures: 09/01/2027 | Buy | $100k - $250k | Date uncertain |
| Jan 10, 2024 | OK ST Capitol Impt Auth ST Highway Rate/Coupon: 5.0% Matures: 07/01/2025 | Buy | $50k - $100k | Date uncertain |
| Jan 3, 2023 | FN Fabrinet | Buy | $1k - $15k | Date uncertain |
| Jan 3, 2023 | EXLS ExlService Holdings, Inc. - Common Stock | Buy | $1k - $15k | Date uncertain |
| Oct 23, 2023 | Oklahoma St Dev Fin Auth Hlths Rev Adj Rate/Coupon: .41% Matures: 08/15/31 | Sale | $50k - $100k | Date uncertain |
| Nov 29, 2023 | Oklahoma St Dev Fin Auth Hlths Rev Rate/Coupon: .41% Matures: 08/15/31 | Buy | $250k - $500k | Date uncertain |
| Oct 30, 2023 | Oklahoma St Turnpike Auth Rev Rate/Coupon: 5.0% Matures: 01/01/25 | Buy | $15k - $50k | Date uncertain |
| Jan 3, 2023 | HUBB Hubbell Inc Common Stock | Buy | $1k - $15k | Date uncertain |
| Jan 3, 2023 | INST Instructure Holdings, Inc. Common Stock | Buy | $1k - $15k | Date uncertain |
| Jan 3, 2023 | PODD Insulet Corporation - Common Stock | Buy | $1k - $15k | Date uncertain |
| Jan 3, 2023 | CTVA Corteva, Inc. Common Stock | Buy | $1k - $15k | Date uncertain |
| Jan 3, 2023 | CELH Celsius Holdings Inc | Buy | $1k - $15k | Date uncertain |
| Jun 16, 2025 | New York City Municipal Water Fin Authority Water & Sewer Revenue Bond Rate/Coupon: 5.0% Matures: 06/15/2039 | Sale | $50k - $100k | +30d |
| Jun 18, 2025 | Florida State Department General Services Division Facilities Mgmt Revenue Pool Rate/Coupon: 4.0% Matures: 09/01/2030 | Buy | $50k - $100k | +28d |
| May 13, 2025 | ZTS Zoetis Inc. Class A Common Stock | Buy | $50k - $100k | +29d |
| May 13, 2025 | SPY SPDR S&P 500 | Sale | $500k - $1M | +29d |
| May 13, 2025 | CVX Chevron Corp | Buy | $50k - $100k | +29d |
| May 13, 2025 | AMAT Applied Materials, Inc. - Common Stock | Buy | $15k - $50k | +29d |
| May 13, 2025 | CSX CSX Corp | Buy | $15k - $50k | +29d |
| May 13, 2025 | COP Conocophillips | Buy | $15k - $50k | +29d |
| May 13, 2025 | LPLA Lpl Financial Holdings | Buy | $15k - $50k | +29d |
| May 13, 2025 | LHX L3Harris Technologies Inc | Buy | $15k - $50k | +29d |
| May 13, 2025 | LRCX Lam Research Corp | Buy | $15k - $50k | +29d |
| May 13, 2025 | ADBE Adobe Systems Inc | Buy | $15k - $50k | +29d |
| May 13, 2025 | TXN Texas Instruments | Buy | $15k - $50k | +29d |
| May 13, 2025 | TMO Thermo Fisher Scientific Inc | Buy | $15k - $50k | +29d |
| May 13, 2025 | VLO Valero Energy Corp | Buy | $50k - $100k | +29d |
| Apr 8, 2025 | COP Conocophillips | Sale | $15k - $50k | +34d |
| Apr 8, 2025 | AMAT Applied Materials | Sale | $50k - $100k | +34d |
| Apr 8, 2025 | CSX CSX Corp | Sale | $15k - $50k | +34d |
| Apr 8, 2025 | VLO Valero Energy Corp | Sale | $50k - $100k | +34d |
| Apr 8, 2025 | TXN Texas Instruments | Sale | $15k - $50k | +34d |
| Apr 8, 2025 | TMO Thermo Fisher Scientific Inc | Sale | $50k - $100k | +34d |
| Apr 8, 2025 | ADBE Adobe Systems Inc | Sale | $15k - $50k | +34d |
| Apr 8, 2025 | LRCX Lam Research Corp | Sale | $50k - $100k | +34d |
| Apr 8, 2025 | CVX Chevron Corp | Sale | $15k - $50k | +34d |
| Apr 8, 2025 | ZTS Zoetis Inc Cl A | Sale | $15k - $50k | +34d |
| Mar 19, 2025 | COF Capital One Financial Corp | Buy | $15k - $50k | +25d |
| Feb 19, 2025 | METROPOLITAN TRANSN AUTH N Y DEDICATED TAX FD GREEN FD BDS Rate/Coupon: 5.0% Matures: 11/15/2036 | Buy | $50k - $100k | +26d |
| Feb 19, 2025 | UNIVERSITY HOUSTON TEX UNIV REVS CONSOLIDATED REV AND REF Rate/Coupon: 5.0% Matures: 02/15/2033 | Buy | $50k - $100k | +26d |
| Feb 19, 2025 | WEST PALM BEACH FLA CMNTY REDEV AGY TAX INCREMENT REV REF BDS CITY CTR CMNTY Rate/Coupon: 5.0% Matures: 03/01/2033 | Buy | $50k - $100k | +26d |
| Feb 3, 2025 | PRMB Primo Water Corp | Buy | $1k - $15k | +24d |
| Feb 3, 2025 | GS Goldman Sachs Group | Buy | $1k - $15k | +24d |
| Feb 3, 2025 | DELL Dell Technologies Inc | Buy | $1k - $15k | +24d |
| Feb 3, 2025 | CRDO Credo Technology Group Holding Ltd | Buy | $1k - $15k | +24d |
| Feb 3, 2025 | COHR Coherent Corp | Buy | $1k - $15k | +24d |
| Feb 3, 2025 | AIT Applied Industrial Technologies | Buy | $1k - $15k | +24d |
| Feb 13, 2025 | AMZN Amazon.com Inc | Buy | $15k - $50k | +14d |
| Feb 13, 2025 | DHR Danaher Corp | Sale | $15k - $50k | +14d |
| Feb 13, 2025 | HON Honeywell International Inc | Sale | $15k - $50k | +14d |
| Feb 13, 2025 | PM Philip Morris International Inc | Buy | $15k - $50k | +14d |
| Feb 13, 2025 | BRK Bershire Hathaway Cdr [Cad Hedged] | Sale | $15k - $50k | +14d |
| Feb 13, 2025 | MSFT Microsoft Corp | Buy | $50k - $100k | +14d |
| Feb 13, 2025 | AMD Adv Micro Devices | Sale | $50k - $100k | +14d |
| Feb 13, 2025 | TJX TJX Companies | Buy | $15k - $50k | +14d |
| Feb 13, 2025 | IQV Iqvia Holdings Inc | Buy | $15k - $50k | +14d |
| Feb 13, 2025 | ACN Accenture Plc | Buy | $50k - $100k | +14d |
| Feb 13, 2025 | LPLA Lpl Financial Holdings | Buy | $50k - $100k | +14d |
| Feb 13, 2025 | STZ Constellation Brands Inc | Sale | $15k - $50k | +14d |
| Feb 13, 2025 | LHX L3Harris Technologies Inc | Buy | $15k - $50k | +14d |
| Feb 13, 2025 | VAW Materials ETF Vanguard | Sale | $100k - $250k | +14d |
| Feb 3, 2025 | IRM Iron Mountain Inc | Buy | $1k - $15k | +24d |
| Feb 3, 2025 | LRN Stride Inc | Buy | $1k - $15k | +24d |
| Feb 3, 2025 | MTZ Mastec Inc | Buy | $1k - $15k | +24d |
| Feb 3, 2025 | WAB Wabtec Corp | Buy | $1k - $15k | +24d |
| Jan 2, 2025 | GS Goldman Sachs Group | Buy | $15k - $50k | +29d |
| Jan 8, 2025 | EZU Eurozone Ishares MSCI ETF | Sale | $15k - $50k | +23d |
| Jan 8, 2025 | IEFA iShares Core MSCI EAFE ETF | Sale | $15k - $50k | +23d |
| Jan 8, 2025 | ABT Abbott Laboratories | Sale | $1k - $15k | +23d |
| Jan 2, 2025 | CRDO Credo Technology Group Holding Ltd | Buy | $15k - $50k | +29d |
| Jan 8, 2025 | VANGUARD INDEX FDS VANGUARD MID-CAP ETF | Sale | $15k - $50k | +23d |
| Jan 8, 2025 | NEVADA ST LTD TAX GO CAP IMPT BDS Rate/Coupon: 5.0% Matures: 05/01/38 | Sale | $50k - $100k | +23d |
| Jan 2, 2025 | COHR Coherent Corp | Buy | $15k - $50k | +29d |
| Jan 8, 2025 | AUSTIN TEX CTFS OBLIG 2023 Rate/Coupon: 5.0% Matures: 09/01/38 | Sale | $50k - $100k | +23d |
| Jan 2, 2025 | IRM Iron Mountain Inc | Buy | $15k - $50k | +29d |
| Jan 8, 2025 | KAUKAUNA WIS ANTIC NTS 2023B Rate/Coupon: 5.0% Matures: 06/01/28 | Sale | $1k - $15k | +23d |
| Jan 8, 2025 | MACOMB INTER SCH DIST MICH UNLTD TAX GO BLDG SITE BDS Rate/Coupon: 5.0% Matures: 05/01/38 | Sale | $50k - $100k | +23d |
| Jan 2, 2025 | PRMB Primo Brands Corporation Cl A | Buy | $15k - $50k | +29d |
| Jan 2, 2025 | MTZ Mastec Inc | Buy | $15k - $50k | +29d |
| Jan 2, 2025 | LRN Stride Inc | Buy | $15k - $50k | +29d |
| Jan 2, 2025 | AIT Applied Industrial Technologies, Inc. Common Stock | Buy | $15k - $50k | +29d |
| Jan 8, 2025 | SALEM N H GO BDS Rate/Coupon: 4.0% Matures: 10/01/36 | Sale | $15k - $50k | +23d |
| Jan 8, 2025 | NEW YORK N Y CITY MUN WTR FIN AUTH WTR & SWR SYS REV REV BDS Rate/Coupon: 5.0% Matures: 06/15/39 | Sale | $15k - $50k | +23d |
| Jan 8, 2025 | COOK CNTY ILL CMNTY CONS SCH DIST NO 015 PALATINE GO BDS Rate/Coupon: 5.25% Matures: 12/15/39 | Sale | $15k - $50k | +23d |
| Jan 8, 2025 | FORT LAUDERDALE FLA WTR & SWR REV BDS PROSPECT LAKE WTR TREATMENT 2023 Rate/Coupon: 5.0% Matures: 09/01/38 | Sale | $50k - $100k | +23d |
| Jan 2, 2025 | DELL Dell Technologies Inc. Class C Common Stock | Buy | $15k - $50k | +29d |
| Jan 2, 2025 | WAB Wabtec Corp | Buy | $15k - $50k | +29d |
| Dec 26, 2024 | PCLPX Pimco Commoditiesplus Strategy Fund Class I-2 | Buy | $250k - $500k | +8d |
| Dec 26, 2024 | GICIX Goldman Sachs Intl Small Cap Insights Fd Inst | Buy | $50k - $100k | +8d |
| Dec 26, 2024 | VNQ Vanguard Real Estate ETF | Buy | $1k - $15k | +8d |
| Dec 26, 2024 | CFSSX Column Small Cap Select Fund | Buy | $100k - $250k | +8d |
| Dec 26, 2024 | PDBC Invesco Optimum Yield Diversified Commodity Strate | Sale | $250k - $500k | +8d |
| Dec 26, 2024 | IEMG iShares Core MSCI Emerging Markets ETF | Buy | $50k - $100k | +8d |
| Dec 27, 2024 | Texas State Mobility Fund Bonds A Rate/Coupon: 4.0% Matures: 10/01/2034 | Sale | $50k - $100k | +7d |
| Dec 18, 2024 | BMI Badger Meter, Inc. Common Stock | Sale | $15k - $50k | +13d |
| Dec 11, 2024 | PEP PepsiCo, Inc. - Common Stock | Sale | $15k - $50k | +20d |
| Dec 11, 2024 | ABT Abbott Laboratories Common Stock | Sale | $15k - $50k | +20d |
| Dec 18, 2024 | LRN Stride Inc | Sale | $1k - $15k | +13d |
| Dec 11, 2024 | AMAT Applied Materials, Inc. - Common Stock | Buy | $15k - $50k | +20d |
| Dec 18, 2024 | ELF E.L.F. Beauty Inc | Sale | $1k - $15k | +13d |
| Dec 18, 2024 | ETN Eaton Corp | Sale | $15k - $50k | +13d |
| Dec 18, 2024 | FRPT Freshpet, Inc. - Common Stock | Sale | $15k - $50k | +13d |
| Dec 18, 2024 | GS Goldman Sachs Group | Sale | $15k - $50k | +13d |
| Dec 18, 2024 | LRN Stride, Inc. Common Stock | Sale | $15k - $50k | +13d |
| Dec 18, 2024 | OLLI Ollie's Bargain Outlet Holdings, Inc. - Common Sto | Sale | $15k - $50k | +13d |
| Dec 18, 2024 | SFM Sprouts Farmers Market, Inc. - Common Stock | Sale | $15k - $50k | +13d |
| Jul 30, 2024 | LRN Stride, Inc. Common Stock | Buy | $1k - $15k | +154d Late |
| Dec 18, 2024 | AXON Axon Enterprise, Inc. - Common Stock | Sale | $15k - $50k | +13d |
| Dec 18, 2024 | CYBR CyberArk Software Ltd. - Ordinary Shares | Sale | $15k - $50k | +13d |
Trade data sourced from House Financial Disclosures and Senate STOCK Act reports. Disclosure delays up to 45 days are permitted by law.
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer