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Hon. Jefferson Shreve - PTR Financial Disclosure · Congress.wiki

HousePeriodic Transaction Report

Hon. Jefferson Shreve

IN-06

Filed June 23, 2025

View Original Document

Transactions

296

Assets

0

Liabilities

0

Details

Report Title: Periodic Transaction Report
Signed By: Hon. Jefferson Shreve
Signed Date: June 22, 2025

Transactions

296 transactions

Douglas Cnty Neb Sch Dist No001 5.000 2028-12-15

SaleGovernment Securities and Agency Debt

May 13, 2025Unknown

$15K - $50K

New York NY 5.0000 2033-08-01

SaleGovernment Securities and Agency Debt

May 13, 2025

Unknown

$1K - $15K

Houston Tex 5.000 2031-03-01/ 4423315C4

SaleGovernment Securities and Agency Debt

May 13, 2025Unknown

$15K - $50K

Vistancia Cmnty Facs Dist Arizona 4.00 2025-07-15

SaleGovernment Securities and Agency Debt

May 13, 2025Unknown

$50K - $100K

Omaha Pub Pwr Dist Neb Elec Rev 5.0000 2027-02-01

SaleGovernment Securities and Agency Debt

May 13, 2025Unknown

$15K - $50K

Washington Cnty Tenn 4.0000 2027-06-01

SaleGovernment Securities and Agency Debt

May 13, 2025Unknown

$50K - $100K

Colorado St Brd Governors Univ Enterprise Sys Rev 5.000 2030-03-01

SaleGovernment Securities and Agency Debt

May 13, 2025Unknown

$1K - $15K

Comcast 6.50% maturing 11/15/35

SaleCorporate Securities (Bonds and Notes)

May 13, 2025Unknown

$15K - $50K

Las Vegas Nev 4.000 2027-06-01

SaleGovernment Securities and Agency Debt

May 13, 2025Unknown

$15K - $50K

Connecticut St Spl Tax Oblig Rev 5.00 2032-5-1/ 207758ZUO

SaleGovernment Securities and Agency Debt

May 13, 2025Unknown

$1K - $15K

Texas Tech Univ Revs 5.000 2029-02-15

SaleGovernment Securities and Agency Debt

May 13, 2025Unknown

$1K - $15K

Florida St Dept Environmental Protn Preservation Rev 5.00 2026-07-01

SaleGovernment Securities and Agency Debt

May 13, 2025Unknown

$1K - $15K

Florida St Dept Transn Fing Corp Rev 5.000 2032-07-01

SaleGovernment Securities and Agency Debt

May 13, 2025Unknown

$1K - $15K

Fort Bend Tex Indpt Sch Dist 5.00 2027-8-15/ 346843KW4

SaleGovernment Securities and Agency Debt

May 13, 2025Unknown

$15K - $50K

Ohio St Wtr Dev Auth Wtr Pollution Ctl Rev 5.000 2032-06-01

SaleGovernment Securities and Agency Debt

May 13, 2025Unknown

$1K - $15K

Spotsylvania Cnty VA Wtr & Swr Rev 5.0000 2025-12-01

SaleGovernment Securities and Agency Debt

May 13, 2025Unknown

$15K - $50K

New York NY 5.0000 2028-08-01

SaleGovernment Securities and Agency Debt

May 13, 2025Unknown

$15K - $50K

Southwest Allen Ind Multi Sch Bldg Corp 5.0000 2029-07-15

SaleGovernment Securities and Agency Debt

May 13, 2025Unknown

$15K - $50K

Corpus Christi Tex Indpt Sch Dist 4.000 2028-08-15

SaleGovernment Securities and Agency Debt

May 13, 2025Unknown

$50K - $100K

General Motors Financial Company Inc 2.35 2031-01-08

SaleCorporate Securities (Bonds and Notes)

May 13, 2025Unknown

$50K - $100K

Pierce Cnty Wash Dist No 010 Tacoma 5.000 2025-12-01

SaleGovernment Securities and Agency Debt

May 13, 2025Unknown

$15K - $50K

Minnesota St 5.00000 2025-08-01

SaleGovernment Securities and Agency Debt

May 13, 2025Unknown

$15K - $50K

Port Tacoma Wash Rev 4.0000 2025-12-01

SaleGovernment Securities and Agency Debt

May 13, 2025Unknown

$1K - $15K

Grand Praire Tex 5.0000 2032-02-15

SaleGovernment Securities and Agency Debt

May 13, 2025Unknown

$15K - $50K

Greater Orlando Aviation Auth Orlando FLA Arpt Fac Rev 2032-10-01

SaleGovernment Securities and Agency Debt

May 13, 2025Unknown

$1K - $15K

Gregory Portland Tex Indpt Sch Dist 5.000 2028-02-15

SaleGovernment Securities and Agency Debt

May 13, 2025Unknown

$15K - $50K

PNC Finl Svc 6.875 10/20/34 '33 FRN

SaleCorporate Securities (Bonds and Notes)

May 13, 2025Unknown

$50K - $100K

Minnesota ST 5.00 2025-08-01

SaleGovernment Securities and Agency Debt

May 13, 2025Unknown

$15K - $50K

Ohio St Wtr Dev Auth Wtr Pollution Ctl Rev 5.000 2032-06-01

SaleGovernment Securities and Agency Debt

May 13, 2025Unknown

$1K - $15K

Vermillion S D Sch Dist No 13-1 5.0000 2030-08-01

SaleGovernment Securities and Agency Debt

May 13, 2025Unknown

$1K - $15K

Oviedo FLA Util Rev 5.0000 2032-10-01

SaleGovernment Securities and Agency Debt

May 13, 2025Unknown

$1K - $15K

South Jordan Utah Sales Tax Rev 5.00 2028-8-15

SaleGovernment Securities and Agency Debt

May 13, 2025Unknown

$1K - $15K

Cuyahoga Cnty Ohio Economic Dev Rev 5.000 2025-12-01

SaleGovernment Securities and Agency Debt

May 13, 2025Unknown

$15K - $50K

Wells Fargo 5.574 07/25/29 '28 Mtn

SaleCorporate Securities (Bonds and Notes)

May 13, 2025Unknown

$15K - $50K

Metropolitan Govt Nashville & Davidson CntyTN 4.0000 2032-01-01/ 592112UX2

SaleGovernment Securities and Agency Debt

May 13, 2025Unknown

$1K - $15K

Cypress Fairbanks Tex Indpt Sch Dist 5.0000 2032-02-15

SaleGovernment Securities and Agency Debt

May 13, 2025Unknown

$1K - $15K

JP Morgan 4.912 7-25-33 '32/ 46647PDH6

SaleCorporate Securities (Bonds and Notes)

May 13, 2025Unknown

$1K - $15K

Wells Fargo 6.491 10/23/34 '33 MTN

SaleCorporate Securities (Bonds and Notes)

May 13, 2025Unknown

$50K - $100K

Kansas City MO 4.0000 2030-02-01

SaleGovernment Securities and Agency Debt

May 13, 2025Unknown

$15K - $50K

Ohio St Spl Oblig 5.0000 2029-04-01

SaleGovernment Securities and Agency Debt

May 13, 2025Unknown

$1K - $15K

Lakewood Ohio City Sch Dist 5.0000 2025-12-01

SaleGovernment Securities and Agency Debt

May 13, 2025Unknown

$1K - $15K

Tri-cnty Met Transn Dist Ore Rev 5.000 2027-09-01

SaleGovernment Securities and Agency Debt

May 13, 2025Unknown

$1K - $15K

Laredo TEX 5.000 2031-2-15/ 516824JB6

SaleGovernment Securities and Agency Debt

May 13, 2025Unknown

$15K - $50K

New York NY Transitional Fin Auth Bldg Aid Rev 5.0000 2030-07-15

SaleGovernment Securities and Agency Debt

May 13, 2025Unknown

$1K - $15K

Oregon St 5.0000 2028-12-01

SaleGovernment Securities and Agency Debt

May 13, 2025Unknown

$15K - $50K

Denton Cnty Tex 4.0000 2029-07-15

SaleGovernment Securities and Agency Debt

May 13, 2025Unknown

$1K - $15K

Lovejoy Indpt Sch Dist Tex 4.0000 2032-2-15

SaleGovernment Securities and Agency Debt

May 13, 2025Unknown

$15K - $50K

Denton Tex 5.0000 2029-02-15

SaleGovernment Securities and Agency Debt

May 13, 2025Unknown

$1K - $15K

Denton Tex Indpt Sch Dist 5.0000 2029-08-15

SaleGovernment Securities and Agency Debt

May 13, 2025Unknown

$1K - $15K

Sherman Tex 5.0000 2025-08-15

SaleGovernment Securities and Agency Debt

May 13, 2025Unknown

$1K - $15K

New York NY City Transitional Fin Auth Bldg Aid Rev 5.000 2029-07-15

SaleGovernment Securities and Agency Debt

May 13, 2025Unknown

$1K - $15K

Memphis-Shelby Cnty TN Indl Dev Brd Economic Dev Growth Engine TDZ Rev 5.0000 2025-11-01

SaleGovernment Securities and Agency Debt

May 13, 2025Unknown

$15K - $50K

Maryland St Dept Transn Cons Transn 5.000 2029-09-01

SaleGovernment Securities and Agency Debt

May 13, 2025Unknown

$1K - $15K

Citigroup Inc 5.875 2033-02-22

SaleCorporate Securities (Bonds and Notes)

May 13, 2025Unknown

$50K - $100K

District Columbia Income Tax Rev 5.000 2032-03-01

SaleGovernment Securities and Agency Debt

May 13, 2025Unknown

$1K - $15K

Weld Cnty Colo Sch Dist No Re 4.50000 2025-12-01

SaleGovernment Securities and Agency Debt

May 13, 2025Unknown

$15K - $50K

Plano Tex Indpt Sch Dist 5.0000 2032-02-15

SaleGovernment Securities and Agency Debt

May 13, 2025Unknown

$15K - $50K

Memphis TN 5.0000 2032-05-01

SaleGovernment Securities and Agency Debt

May 13, 2025Unknown

$1K - $15K

CSCOCisco Systems, Inc.

SaleStocks (including ADRs)

May 12, 2025Unknown

$50K - $100K

NETCloudflare, Inc.

SaleStocks (including ADRs)

May 12, 2025Unknown

$15K - $50K

CMECME Group Inc.

SaleStocks (including ADRs)

May 12, 2025Unknown

$15K - $50K

CNOCNO Financial Group, Inc.

SaleStocks (including ADRs)

May 12, 2025Unknown

$15K - $50K

KOCoca-Cola Company

SaleStocks (including ADRs)

May 12, 2025Unknown

$100K - $250K

COINCoinbase Global, Inc.

SaleStocks (including ADRs)

May 12, 2025Unknown

$15K - $50K

CMCSAComcast Corporation

SaleStocks (including ADRs)

May 12, 2025Unknown

$15K - $50K

COPConocoPhillips

SaleStocks (including ADRs)

May 12, 2025Unknown

$15K - $50K

CEGConstellation Energy Corporation

SaleStocks (including ADRs)

May 12, 2025Unknown

$15K - $50K

CPRTCopart, Inc.

SaleStocks (including ADRs)

May 12, 2025Unknown

$15K - $50K

CSGPCoStar Group, Inc.

SaleStocks (including ADRs)

May 12, 2025Unknown

$15K - $50K

COSTCostco Wholesale Corporation

SaleStocks (including ADRs)

May 12, 2025Unknown

$100K - $250K

CTRACoterra Energy Inc.

SaleStocks (including ADRs)

May 12, 2025Unknown

$15K - $50K

CRWDCrowdStrike Holdings, Inc.

SaleStocks (including ADRs)

May 12, 2025Unknown

$15K - $50K

CCICrown Castle Inc.

SaleStocks (including ADRs)

May 12, 2025Unknown

$15K - $50K

CSXCSX Corporation

SaleStocks (including ADRs)

May 12, 2025Unknown

$15K - $50K

CVSCVS Health Corporation

SaleStocks (including ADRs)

May 12, 2025Unknown

$15K - $50K

DHRDanaher Corporation

SaleStocks (including ADRs)

May 12, 2025Unknown

$15K - $50K

DEDeere & Company

SaleStocks (including ADRs)

May 12, 2025Unknown

$50K - $100K

DALDelta Air Lines, Inc.

SaleStocks (including ADRs)

May 12, 2025Unknown

$15K - $50K

DVNDevon Energy Corporation

SaleStocks (including ADRs)

May 12, 2025Unknown

$15K - $50K

DFSDiscover Financial Services

SaleStocks (including ADRs)

May 12, 2025Unknown

$15K - $50K

DGDollar General Corporation

SaleStocks (including ADRs)

May 12, 2025Unknown

$15K - $50K

DASHDoorDash, Inc.

SaleStocks (including ADRs)

May 12, 2025Unknown

$15K - $50K

EWEdwards Lifesciences Corporation

SaleStocks (including ADRs)

May 12, 2025Unknown

$50K - $100K

ELVElevance Health, Inc.

SaleStocks (including ADRs)

May 12, 2025Unknown

$15K - $50K

LLYEli Lilly and Company

SaleStocks (including ADRs)

May 12, 2025Unknown

$100K - $250K

EPAMEPAM Systems, Inc.

SaleStocks (including ADRs)

May 12, 2025Unknown

$15K - $50K

EXPOExponent, Inc.

SaleStocks (including ADRs)

May 12, 2025Unknown

$15K - $50K

XOMExxon Mobil Corporation

SaleStocks (including ADRs)

May 12, 2025Unknown

$50K - $100K

FISFidelity National Information Services, Inc.

SaleStocks (including ADRs)

May 12, 2025Unknown

$50K - $100K

BUSEFirst Busey Corporation

SaleStocks (including ADRs)

May 12, 2025Unknown

$15K - $50K

FIFiserv, Inc.

SaleStocks (including ADRs)

May 12, 2025Unknown

$15K - $50K

FTNTFortinet, Inc.

SaleStocks (including ADRs)

May 12, 2025Unknown

$15K - $50K

GEGE Aerospace

SaleStocks (including ADRs)

May 12, 2025Unknown

$50K - $100K

GEVGE Vernova Inc.

SaleStocks (including ADRs)

May 12, 2025Unknown

$50K - $100K

GMGeneral Motors Company

SaleStocks (including ADRs)

May 12, 2025Unknown

$15K - $50K

GILDGilead Sciences, Inc.

SaleStocks (including ADRs)

May 12, 2025Unknown

$15K - $50K

GSGoldman Sachs Group, Inc.

SaleStocks (including ADRs)

May 12, 2025Unknown

$15K - $50K

HALHalliburton Company

SaleStocks (including ADRs)

May 12, 2025Unknown

$15K - $50K

THGHanover Insurance Group Inc

SaleStocks (including ADRs)

May 12, 2025Unknown

$15K - $50K

HIWHighwoods Properties, Inc.

SaleStocks (including ADRs)

May 12, 2025Unknown

$15K - $50K

IDXXIDEXX Laboratories, Inc.

SaleStocks (including ADRs)

May 12, 2025Unknown

$100K - $250K

IBMInternational Business Machines Corporation

SaleStocks (including ADRs)

May 12, 2025Unknown

$15K - $50K

INTUIntuit Inc.

SaleStocks (including ADRs)

May 12, 2025Unknown

$100K - $250K

ISRGIntuitive Surgical, Inc.

SaleStocks (including ADRs)

May 12, 2025Unknown

$15K - $50K

JNJJohnson & Johnson

SaleStocks (including ADRs)

May 12, 2025Unknown

$50K - $100K

JPMJP Morgan Chase & Co.

SaleStocks (including ADRs)

May 12, 2025Unknown

$100K - $250K

KRKroger Company

SaleStocks (including ADRs)

May 12, 2025Unknown

$15K - $50K

LRCXLam Research Corporation

SaleStocks (including ADRs)

May 12, 2025Unknown

$15K - $50K

LINLinde plc

SaleStocks (including ADRs)

May 12, 2025Unknown

$50K - $100K

LFUSLittelfuse, Inc.

SaleStocks (including ADRs)

May 12, 2025Unknown

$15K - $50K

LMTLockheed Martin Corporation

SaleStocks (including ADRs)

May 12, 2025Unknown

$15K - $50K

LOWLowe's Companies, Inc.

SaleStocks (including ADRs)

May 12, 2025Unknown

$15K - $50K

LULUlululemon athletica inc.

SaleStocks (including ADRs)

May 12, 2025Unknown

$15K - $50K

MPCMarathon Petroleum Corporation

SaleStocks (including ADRs)

May 12, 2025Unknown

$15K - $50K

MRVLMarvell Technology, Inc.

SaleStocks (including ADRs)

May 12, 2025Unknown

$50K - $100K

MAMastercard Incorporated

SaleStocks (including ADRs)

May 12, 2025Unknown

$50K - $100K

MTCHMatch Group, Inc.

SaleStocks (including ADRs)

May 12, 2025Unknown

$15K - $50K

MCDMcDonald's Corporation

SaleStocks (including ADRs)

May 12, 2025Unknown

$15K - $50K

MCKMcKesson Corporation

SaleStocks (including ADRs)

May 12, 2025Unknown

$15K - $50K

PGRProgressive Corporation

SaleStocks (including ADRs)

May 12, 2025Unknown

$50K - $100K

AAgilent Technologies, Inc. Common Stock

SaleStocks (including ADRs)

May 12, 2025Unknown

$15K - $50K

ALBAlbemarle Corporation Common Stock

SaleStocks (including ADRs)

May 12, 2025Unknown

$15K - $50K

ALNYAlnylam Pharmaceuticals, Inc.

SaleStocks (including ADRs)

May 12, 2025Unknown

$15K - $50K

GOOGLAlphabet Inc.

SaleStocks (including ADRs)

May 12, 2025Unknown

$100K - $250K

GOOGAlphabet Inc.

SaleStocks (including ADRs)

May 12, 2025Unknown

$100K - $250K

AMZNAmazon.com, Inc.

SaleStocks (including ADRs)

May 12, 2025Unknown

$250K - $500K

AEOAmerican Eagle Outfitters, Inc.

SaleStocks (including ADRs)

May 12, 2025Unknown

$15K - $50K

AXPAmerican Express Company

SaleStocks (including ADRs)

May 12, 2025Unknown

$15K - $50K

AIGAmerican International Group, Inc.

SaleStocks (including ADRs)

May 12, 2025Unknown

$15K - $50K

AMTAmerican Tower Corporation

SaleStocks (including ADRs)

May 12, 2025Unknown

$15K - $50K

DXCMDexCom, Inc.

SaleStocks (including ADRs)

May 12, 2025Unknown

$15K - $50K

HOMBHome BancShares, Inc.

SaleStocks (including ADRs)

May 12, 2025Unknown

$15K - $50K

HDHome Depot, Inc.

SaleStocks (including ADRs)

May 12, 2025Unknown

$15K - $50K

HUBBHubbell Inc

SaleStocks (including ADRs)

May 12, 2025Unknown

$15K - $50K

IDAIDACORP, Inc.

SaleStocks (including ADRs)

May 12, 2025Unknown

$15K - $50K

LENLennar Corporation

SaleStocks (including ADRs)

May 12, 2025Unknown

$15K - $50K

NEENextEra Energy, Inc.

SaleStocks (including ADRs)

May 12, 2025Unknown

$50K - $100K

WELLWelltower Inc.

SaleStocks (including ADRs)

May 12, 2025Unknown

$50K - $100K

WDCWestern Digital Corporation

SaleStocks (including ADRs)

May 12, 2025Unknown

$15K - $50K

VZVerizon Communications Inc.

SaleStocks (including ADRs)

May 12, 2025Unknown

$15K - $50K

AKAMAkamai Technologies, Inc.

SaleStocks (including ADRs)

May 12, 2025Unknown

$15K - $50K

AWKAmerican Water Works Company, Inc.

SaleStocks (including ADRs)

May 12, 2025Unknown

$15K - $50K

AMGNAmgen Inc.

SaleStocks (including ADRs)

May 12, 2025Unknown

$15K - $50K

ADIAnalog Devices, Inc.

SaleStocks (including ADRs)

May 12, 2025Unknown

$15K - $50K

AAPLApple Inc.

SaleStocks (including ADRs)

May 12, 2025Unknown

$100K - $250K

AMATApplied Materials, Inc.

SaleStocks (including ADRs)

May 12, 2025Unknown

$50K - $100K

APPApplovin Corporation

SaleStocks (including ADRs)

May 12, 2025Unknown

$15K - $50K

APTVAptiv PLC

SaleStocks (including ADRs)

May 12, 2025Unknown

$15K - $50K

ACGLArch Capital Group Ltd.

SaleStocks (including ADRs)

May 12, 2025Unknown

$15K - $50K

ARESAres Management Corporation

SaleStocks (including ADRs)

May 12, 2025Unknown

$50K - $100K

ANETArista Networks, Inc.

SaleStocks (including ADRs)

May 12, 2025Unknown

$50K - $100K

TAT&T Inc.

SaleStocks (including ADRs)

May 12, 2025Unknown

$15K - $50K

ADSKAutodesk, Inc.

SaleStocks (including ADRs)

May 12, 2025Unknown

$15K - $50K

BACBank of America Corporation

SaleStocks (including ADRs)

May 12, 2025Unknown

$15K - $50K

BRK.BBerkshire Hathaway Inc.

SaleStocks (including ADRs)

May 12, 2025Unknown

$100K - $250K

BLKBlackRock, Inc.

SaleStocks (including ADRs)

May 12, 2025Unknown

$50K - $100K

BABoeing Company

SaleStocks (including ADRs)

May 12, 2025Unknown

$50K - $100K

BKNGBooking Holdings Inc.

SaleStocks (including ADRs)

May 12, 2025Unknown

$50K - $100K

BSXBoston Scientific Corporation

SaleStocks (including ADRs)

May 12, 2025Unknown

$15K - $50K

BMYBristol-Myers Squibb Company

SaleStocks (including ADRs)

May 12, 2025Unknown

$15K - $50K

AVGOBroadcom Inc.

SaleStocks (including ADRs)

May 12, 2025Unknown

$15K - $50K

BKEBuckle, Inc.

SaleStocks (including ADRs)

May 12, 2025Unknown

$15K - $50K

CDNSCadence Design Systems, Inc.

SaleStocks (including ADRs)

May 12, 2025Unknown

$50K - $100K

CCLCarnival Corporation

SaleStocks (including ADRs)

May 12, 2025Unknown

$15K - $50K

CWSTCasella Waste Systems, Inc.

SaleStocks (including ADRs)

May 12, 2025Unknown

$50K - $100K

CATCaterpillar, Inc.

SaleStocks (including ADRs)

May 12, 2025Unknown

$15K - $50K

CBOECboe Global Markets, Inc.

SaleStocks (including ADRs)

May 12, 2025Unknown

$50K - $100K

CORCencora, Inc.

SaleStocks (including ADRs)

May 12, 2025Unknown

$50K - $100K

CNCCentene Corporation

SaleStocks (including ADRs)

May 12, 2025Unknown

$15K - $50K

CRLCharles River Laboratories International, Inc.

SaleStocks (including ADRs)

May 12, 2025Unknown

$15K - $50K

SCHWCharles Schwab Corporation

SaleStocks (including ADRs)

May 12, 2025Unknown

$15K - $50K

CHTRCharter Communications, Inc.

SaleStocks (including ADRs)

May 12, 2025Unknown

$15K - $50K

LNGCheniere Energy, Inc.

SaleStocks (including ADRs)

May 12, 2025Unknown

$15K - $50K

CVXChevron Corporation

SaleStocks (including ADRs)

May 12, 2025Unknown

$15K - $50K

CMGChipotle Mexican Grill, Inc.

SaleStocks (including ADRs)

May 12, 2025Unknown

$50K - $100K

CBChubb Limited

SaleStocks (including ADRs)

May 12, 2025Unknown

$15K - $50K

CTASCintas Corporation

SaleStocks (including ADRs)

May 12, 2025Unknown

$50K - $100K

ROSTRoss Stores, Inc.

SaleStocks (including ADRs)

May 12, 2025Unknown

$15K - $50K

RCLRoyal Caribbean Cruises Ltd.

SaleStocks (including ADRs)

May 12, 2025Unknown

$50K - $100K

RGLDRoyal Gold, Inc.

SaleStocks (including ADRs)

May 12, 2025Unknown

$50K - $100K

RTXRTX Corporation

SaleStocks (including ADRs)

May 12, 2025Unknown

$15K - $50K

RUSHBRush Enterprises, Inc.

SaleStocks (including ADRs)

May 12, 2025Unknown

$50K - $100K

SPGIS&P Global Inc.

SaleStocks (including ADRs)

May 12, 2025Unknown

$50K - $100K

CRMSalesforce, Inc.

SaleStocks (including ADRs)

May 12, 2025Unknown

$15K - $50K

SBACSBA Communications Corporation

SaleStocks (including ADRs)

May 12, 2025Unknown

$50K - $100K

SNDRSchneider National, Inc.

SaleStocks (including ADRs)

May 12, 2025Unknown

$15K - $50K

SHWSherwin-Williams Company

SaleStocks (including ADRs)

May 12, 2025Unknown

$15K - $50K

SNOWSnowflake Inc.

SaleStocks (including ADRs)

May 12, 2025Unknown

$15K - $50K

SPOTSpotify Technology S.A.

SaleStocks (including ADRs)

May 12, 2025Unknown

$50K - $100K

SYKStryker Corporation

SaleStocks (including ADRs)

May 12, 2025Unknown

$50K - $100K

SNPSSynopsys, Inc.

SaleStocks (including ADRs)

May 12, 2025Unknown

$50K - $100K

SYYSysco Corporation

SaleStocks (including ADRs)

May 12, 2025Unknown

$15K - $50K

TTWOTake-Two Interactive Software, Inc.

SaleStocks (including ADRs)

May 12, 2025Unknown

$15K - $50K

TSLATesla, Inc.

SaleStocks (including ADRs)

May 12, 2025Unknown

$100K - $250K

TXNTexas Instruments Incorporated

SaleStocks (including ADRs)

May 12, 2025Unknown

$100K - $250K

CGThe Carlyle Group Inc.

SaleStocks (including ADRs)

May 12, 2025Unknown

$50K - $100K

CIThe Cigna Group

SaleStocks (including ADRs)

May 12, 2025Unknown

$15K - $50K

SJMThe J.M. Smucker Company

SaleStocks (including ADRs)

May 12, 2025Unknown

$15K - $50K

TTDThe Trade Desk, Inc.

SaleStocks (including ADRs)

May 12, 2025Unknown

$15K - $50K

TJXTJX Companies, Inc.

SaleStocks (including ADRs)

May 12, 2025Unknown

$50K - $100K

TTTrane Technologies plc

SaleStocks (including ADRs)

May 12, 2025Unknown

$50K - $100K

TDGTransdigm Group Incorporated

SaleStocks (including ADRs)

May 12, 2025Unknown

$15K - $50K

UBERUber Technologies, Inc.

SaleStocks (including ADRs)

May 12, 2025Unknown

$50K - $100K

UNPUnion Pacific Corporation

SaleStocks (including ADRs)

May 12, 2025Unknown

$15K - $50K

UCBUnited Community Banks, Inc.

SaleStocks (including ADRs)

May 12, 2025Unknown

$50K - $100K

UVSPUnivest Financial Corporation

SaleStocks (including ADRs)

May 12, 2025Unknown

$15K - $50K

VRTXVertex Pharmaceuticals Incorporated

SaleStocks (including ADRs)

May 12, 2025Unknown

$15K - $50K

VVisa Inc.

SaleStocks (including ADRs)

May 12, 2025Unknown

$100K - $250K

WMTWalmart Inc.

SaleStocks (including ADRs)

May 12, 2025Unknown

$100K - $250K

DISWalt Disney Company

SaleStocks (including ADRs)

May 12, 2025Unknown

$15K - $50K

WBDWarner Bros. Discovery, Inc.

SaleStocks (including ADRs)

May 12, 2025Unknown

$15K - $50K

WFCWells Fargo & Company

SaleStocks (including ADRs)

May 12, 2025Unknown

$50K - $100K

WMBWilliams Companies, Inc.

SaleStocks (including ADRs)

May 12, 2025Unknown

$50K - $100K

WDAYWorkday, Inc.

SaleStocks (including ADRs)

May 12, 2025Unknown

$50K - $100K

ZTSZoetis Inc.

SaleStocks (including ADRs)

May 12, 2025Unknown

$15K - $50K

ZMZoom Communications, Inc.

SaleStocks (including ADRs)

May 12, 2025Unknown

$15K - $50K

MMM3M Company Common Stock

SaleStocks (including ADRs)

May 12, 2025Unknown

$15K - $50K

ABTAbbott Laboratories Common Stock

SaleStocks (including ADRs)

May 12, 2025Unknown

$50K - $100K

ADBEAdobe Inc.

SaleStocks (including ADRs)

May 12, 2025Unknown

$15K - $50K

ADPAutomatic Data Processing, Inc.

SaleStocks (including ADRs)

May 12, 2025Unknown

$50K - $100K

AZOAutoZone, Inc.

SaleStocks (including ADRs)

May 12, 2025Unknown

$50K - $100K

AXONAxon Enterprise, Inc.

SaleStocks (including ADRs)

May 12, 2025Unknown

$15K - $50K

BALLBall Corporation

SaleStocks (including ADRs)

May 12, 2025Unknown

$15K - $50K

METAMeta Platforms, Inc.

SaleStocks (including ADRs)

May 12, 2025Unknown

$100K - $250K

MSFTMicrosoft Corporation

SaleStocks (including ADRs)

May 12, 2025Unknown

$500K - $1M

MSTRMicroStrategy Incorporated

SaleStocks (including ADRs)

May 12, 2025Unknown

$15K - $50K

NDAQNasdaq, Inc.

SaleStocks (including ADRs)

May 12, 2025Unknown

$15K - $50K

NFLXNetflix, Inc.

SaleStocks (including ADRs)

May 12, 2025Unknown

$100K - $250K

NEMNewmont Corporation

SaleStocks (including ADRs)

May 12, 2025Unknown

$15K - $50K

NINiSource Inc

SaleStocks (including ADRs)

May 12, 2025Unknown

$50K - $100K

NVDANVIDIA Corporation

SaleStocks (including ADRs)

May 12, 2025Unknown

$500K - $1M

OXYOccidental Petroleum Corporation

SaleStocks (including ADRs)

May 12, 2025Unknown

$15K - $50K

OGEOGE Energy Corp

SaleStocks (including ADRs)

May 12, 2025Unknown

$100K - $250K

ORIOld Republic International Corporation

SaleStocks (including ADRs)

May 12, 2025Unknown

$15K - $50K

ORCLOracle Corporation

SaleStocks (including ADRs)

May 12, 2025Unknown

$15K - $50K

PLTRPalantir Technologies Inc.

SaleStocks (including ADRs)

May 12, 2025Unknown

$50K - $100K

PANWPalo Alto Networks, Inc.

SaleStocks (including ADRs)

May 12, 2025Unknown

$15K - $50K

PYPLPayPal Holdings, Inc.

SaleStocks (including ADRs)

May 12, 2025Unknown

$15K - $50K

PEPPepsico, Inc.

SaleStocks (including ADRs)

May 12, 2025Unknown

$15K - $50K

PMPhilip Morris International Inc

SaleStocks (including ADRs)

May 12, 2025Unknown

$100K - $250K

PSXPhillips 66

SaleStocks (including ADRs)

May 12, 2025Unknown

$15K - $50K

PRIPrimerica, Inc.

SaleStocks (including ADRs)

May 12, 2025Unknown

$15K - $50K

PGProcter & Gamble Company

SaleStocks (including ADRs)

May 12, 2025Unknown

$50K - $100K

AMDAdvanced Micro Devices, Inc.

SaleStocks (including ADRs)

May 12, 2025Unknown

$50K - $100K

PRUPrudential Financial, Inc.

SaleStocks (including ADRs)

May 12, 2025Unknown

$15K - $50K

PHMPulteGroup, Inc.

SaleStocks (including ADRs)

May 12, 2025Unknown

$15K - $50K

PWRQuanta Services, Inc.

SaleStocks (including ADRs)

May 12, 2025Unknown

$50K - $100K

RPDRapid7, Inc.

SaleStocks (including ADRs)

May 12, 2025Unknown

$15K - $50K

ORealty Income Corporation

SaleStocks (including ADRs)

May 12, 2025Unknown

$50K - $100K

RLIRLI Corp.

SaleStocks (including ADRs)

May 12, 2025Unknown

$15K - $50K

MDTMedtronic plc.

SaleStocks (including ADRs)

May 8, 2025Unknown

$15K - $50K

MRVLMarvell Technology, Inc.

Sale (partial)Stocks (including ADRs)

May 8, 2025Unknown

Partial sale

$15K - $50K

HDHome Depot, Inc.

Sale (partial)Stocks (including ADRs)

May 8, 2025Unknown

Partial sale

$50K - $100K

ISRGIntuitive Surgical, Inc.

PurchaseStocks (including ADRs)

May 8, 2025Unknown

$15K - $50K

DISWalt Disney Company

PurchaseStocks (including ADRs)

May 8, 2025Unknown

$15K - $50K

MSFTMicrosoft Corporation

PurchaseStocks (including ADRs)

May 8, 2025Unknown

$500K - $1M

ADBEAdobe Inc.

PurchaseStocks (including ADRs)

May 8, 2025Unknown

$15K - $50K

HALHalliburton Company

PurchaseStocks (including ADRs)

May 8, 2025Unknown

$15K - $50K

GSGoldman Sachs Group, Inc.

PurchaseStocks (including ADRs)

May 8, 2025Unknown

$15K - $50K

AXPAmerican Express Company

PurchaseStocks (including ADRs)

May 8, 2025Unknown

$15K - $50K

UPSUnited Parcel Service, Inc.

SaleStocks (including ADRs)

May 8, 2025Unknown

$15K - $50K

GEGE Aerospace

PurchaseStocks (including ADRs)

May 8, 2025Unknown

$50K - $100K

ECLEcolab Inc.

SaleStocks (including ADRs)

May 8, 2025Unknown

$100K - $250K

DVNDevon Energy Corporation

PurchaseStocks (including ADRs)

May 8, 2025Unknown

$15K - $50K

DALDelta Air Lines, Inc.

PurchaseStocks (including ADRs)

May 8, 2025Unknown

$15K - $50K

UNHUnitedHealth Group Incorporated

SaleStocks (including ADRs)

May 8, 2025Unknown

$15K - $50K

TXNTexas Instruments Incorporated

Sale (partial)Stocks (including ADRs)

May 8, 2025Unknown

Partial sale

$15K - $50K

LENLennar Corporation

PurchaseStocks (including ADRs)

May 8, 2025Unknown

$15K - $50K

NVDANVIDIA Corporation

PurchaseStocks (including ADRs)

May 8, 2025Unknown

$100K - $250K

OXYOccidental Petroleum Corporation

PurchaseStocks (including ADRs)

May 8, 2025Unknown

$15K - $50K

AEOAmerican Eagle Outfitters, Inc.

PurchaseStocks (including ADRs)

May 8, 2025Unknown

$15K - $50K

HNIHNI Corporation

SaleStocks (including ADRs)

May 8, 2025Unknown

$15K - $50K

DHRDanaher Corporation

PurchaseStocks (including ADRs)

May 8, 2025Unknown

$15K - $50K

CTRACoterra Energy Inc.

Sale (partial)Stocks (including ADRs)

May 8, 2025Unknown

Partial sale

$15K - $50K

CEGConstellation Energy Corporation

PurchaseStocks (including ADRs)

May 8, 2025Unknown

$15K - $50K

BALLBall Corporation

Sale (partial)Stocks (including ADRs)

May 8, 2025Unknown

Partial sale

$15K - $50K

COINCoinbase Global, Inc.

PurchaseStocks (including ADRs)

May 8, 2025Unknown

$15K - $50K

TTDThe Trade Desk, Inc.

PurchaseStocks (including ADRs)

May 8, 2025Unknown

$15K - $50K

ORCLOracle Corporation

PurchaseStocks (including ADRs)

May 8, 2025Unknown

$15K - $50K

CTASCintas Corporation

Sale (partial)Stocks (including ADRs)

May 8, 2025Unknown

Partial sale

$15K - $50K

CVXChevron Corporation

Sale (partial)Stocks (including ADRs)

May 8, 2025Unknown

Partial sale

$15K - $50K

CRMSalesforce, Inc.

PurchaseStocks (including ADRs)

May 8, 2025Unknown

$15K - $50K

PANWPalo Alto Networks, Inc.

PurchaseStocks (including ADRs)

May 8, 2025Unknown

$15K - $50K

AMDAdvanced Micro Devices, Inc.

PurchaseStocks (including ADRs)

May 8, 2025Unknown

$15K - $50K

DXCMDexCom, Inc.

PurchaseStocks (including ADRs)

May 8, 2025Unknown

$15K - $50K

APTVAptiv PLC

Sale (partial)Stocks (including ADRs)

May 8, 2025Unknown

Partial sale

$15K - $50K

BACBank of America Corporation

PurchaseStocks (including ADRs)

May 8, 2025Unknown

$15K - $50K

WDAYWorkday, Inc.

Sale (partial)Stocks (including ADRs)

May 8, 2025Unknown

Partial sale

$15K - $50K

CRLCharles River Laboratories International, Inc.

PurchaseStocks (including ADRs)

May 8, 2025Unknown

$15K - $50K

CCLCarnival Corporation

PurchaseStocks (including ADRs)

May 8, 2025Unknown

$15K - $50K

XYZBlock, Inc. Class A Common Stock

SaleStocks (including ADRs)

May 8, 2025Unknown

$15K - $50K

BLKBlackRock, Inc.

Sale (partial)Stocks (including ADRs)

May 8, 2025Unknown

Partial sale

$50K - $100K

AMATApplied Materials, Inc.

Sale (partial)Stocks (including ADRs)

May 8, 2025Unknown

Partial sale

$50K - $100K

AAPLApple Inc.

Sale (partial)Stocks (including ADRs)

May 8, 2025Unknown

Partial sale

$500K - $1M

TDGTransdigm Group Incorporated

Sale (partial)Stocks (including ADRs)

May 8, 2025Unknown

Partial sale

$15K - $50K

AONAon plc

SaleStocks (including ADRs)

May 8, 2025Unknown

$15K - $50K