Jared Moskowitz
368 trades tracked
| Tx Date | Ticker | Asset | Type | Amount | Disclosed |
|---|---|---|---|---|---|
| Feb 27, 2026 | ROP | Roper Technologies Inc (3) | Sale | $1,001 - $15,000 | Mar 31, 2026 |
| Feb 27, 2026 | ROP | Roper Technologies Inc (1) | Sale | $1,001 - $15,000 | Mar 31, 2026 |
| Feb 27, 2026 | ROP | Roper Technologies Inc (2) | Sale | $1,001 - $15,000 | Mar 31, 2026 |
| Dec 2, 2025 | SO | The Southern Co | Purchase | $1,001 - $15,000 | Jan 19, 2026 |
| Dec 2, 2025 | PEP | PepsiCo Inc (1) | Sale | $1,001 - $15,000 | Jan 19, 2026 |
| Dec 2, 2025 | PEP | PepsiCo Inc | Sale | $15,001 - $50,000 | Jan 19, 2026 |
| Dec 2, 2025 | PEG | Public Service Enterprise Group Inc | Purchase | $1,001 - $15,000 | Jan 19, 2026 |
| Dec 2, 2025 | MCK | McKesson Corp (2) | Purchase | $1,001 - $15,000 | Jan 19, 2026 |
| Dec 2, 2025 | MCK | McKesson Corp (1) | Purchase | $1,001 - $15,000 | Jan 19, 2026 |
| Dec 2, 2025 | ATO | Atmos Energy Corp | Purchase | $1,001 - $15,000 | Jan 19, 2026 |
| Dec 2, 2025 | MCK | McKesson Corp | Purchase | $1,001 - $15,000 | Jan 19, 2026 |
| Dec 2, 2025 | PEP | PepsiCo Inc (2) | Sale | $1,001 - $15,000 | Jan 19, 2026 |
| Oct 10, 2025 | DELL | Dell Technologies Inc | Purchase | $15,001 - $50,000 | Nov 24, 2025 |
| Oct 10, 2025 | CSCO | Cisco Systems Inc (1) | Purchase | $1,001 - $15,000 | Nov 24, 2025 |
| Oct 10, 2025 | CARR | Carrier Global Corp (2) | Sale | $1,001 - $15,000 | Nov 24, 2025 |
| Oct 10, 2025 | SHW | The Sherwin-Williams Co (2) | Sale | $1,001 - $15,000 | Nov 24, 2025 |
| Oct 10, 2025 | TSM | Taiwan Semiconductor Manufacturing Co Lt... | Purchase | $1,001 - $15,000 | Nov 24, 2025 |
| Oct 10, 2025 | AVGO | Broadcom Inc (1) | Purchase | $1,001 - $15,000 | Nov 24, 2025 |
| Oct 10, 2025 | AXP | American Express Co | Purchase | $15,001 - $50,000 | Nov 24, 2025 |
| Oct 10, 2025 | CSCO | Cisco Systems Inc | Purchase | $15,001 - $50,000 | Nov 24, 2025 |
| Oct 10, 2025 | TXN | Texas Instruments Inc | Sale | $15,001 - $50,000 | Nov 24, 2025 |
| Oct 10, 2025 | TSM | Taiwan Semiconductor Manufacturing Co Lt... | Purchase | $1,001 - $15,000 | Nov 24, 2025 |
| Oct 10, 2025 | TXN | Texas Instruments Inc (1) | Sale | $1,001 - $15,000 | Nov 24, 2025 |
| Oct 10, 2025 | CARR | Carrier Global Corp (3) | Sale | $1,001 - $15,000 | Nov 24, 2025 |
| Oct 10, 2025 | CARR | Carrier Global Corp (1) | Sale | $1,001 - $15,000 | Nov 24, 2025 |
| Oct 10, 2025 | DELL | Dell Technologies Inc (2) | Purchase | $1,001 - $15,000 | Nov 24, 2025 |
| Oct 10, 2025 | CSCO | Cisco Systems Inc (2) | Purchase | $1,001 - $15,000 | Nov 24, 2025 |
| Oct 10, 2025 | JNJ | Johnson & Johnson | Sale | $1,001 - $15,000 | Nov 24, 2025 |
| Oct 10, 2025 | AXP | American Express Co (1) | Purchase | $1,001 - $15,000 | Nov 24, 2025 |
| Oct 10, 2025 | AVGO | Broadcom Inc | Purchase | $15,001 - $50,000 | Nov 24, 2025 |
| Oct 10, 2025 | DELL | Dell Technologies Inc (1) | Purchase | $1,001 - $15,000 | Nov 24, 2025 |
| Oct 10, 2025 | GS | The Goldman Sachs Group Inc (1) | Purchase | $1,001 - $15,000 | Nov 24, 2025 |
| Oct 10, 2025 | TXN | Texas Instruments Inc (2) | Sale | $1,001 - $15,000 | Nov 24, 2025 |
| Oct 10, 2025 | MCK | McKesson Corp | Purchase | $1,001 - $15,000 | Nov 24, 2025 |
| Oct 10, 2025 | JNJ | Johnson & Johnson (1) | Sale | $1,001 - $15,000 | Nov 24, 2025 |
| Oct 10, 2025 | JNJ | Johnson & Johnson (2) | Sale | $1,001 - $15,000 | Nov 24, 2025 |
| Oct 10, 2025 | SHW | The Sherwin-Williams Co (1) | Sale | $1,001 - $15,000 | Nov 24, 2025 |
| Oct 10, 2025 | TSM | Taiwan Semiconductor Manufacturing Co Lt... | Purchase | $1,001 - $15,000 | Nov 24, 2025 |
| Oct 10, 2025 | AVGO | Broadcom Inc (2) | Purchase | $1,001 - $15,000 | Nov 24, 2025 |
| Oct 10, 2025 | AXP | American Express Co (2) | Purchase | $1,001 - $15,000 | Nov 24, 2025 |
| Oct 10, 2025 | GS | The Goldman Sachs Group Inc (2) | Purchase | $1,001 - $15,000 | Nov 24, 2025 |
| Oct 10, 2025 | SHW | The Sherwin-Williams Co | Sale | $15,001 - $50,000 | Nov 24, 2025 |
| Oct 10, 2025 | GS | The Goldman Sachs Group Inc | Purchase | $15,001 - $50,000 | Nov 24, 2025 |
| May 15, 2025 | CI | Cigna Corp (1) | Purchase | $1,001 - $15,000 | Jun 30, 2025 |
| May 15, 2025 | UNH | Unitedhealth Group Inc (2) | Sale | $1,001 - $15,000 | Jun 30, 2025 |
| May 15, 2025 | UNH | Unitedhealth Group Inc (1) | Sale | $1,001 - $15,000 | Jun 30, 2025 |
| May 15, 2025 | CI | Cigna Corp (2) | Purchase | $1,001 - $15,000 | Jun 30, 2025 |
| May 15, 2025 | UNH | Unitedhealth Group Inc (3) | Sale | $1,001 - $15,000 | Jun 30, 2025 |
| May 15, 2025 | HCA | HCA Healthcare Inc (2) | Purchase | $1,001 - $15,000 | Jun 30, 2025 |
| May 15, 2025 | HCA | HCA Healthcare Inc (1) | Purchase | $1,001 - $15,000 | Jun 30, 2025 |
| Apr 10, 2025 | GS | The Goldman Sachs Group Inc (1) | Sale | $1,001 - $15,000 | May 12, 2025 |
| Apr 10, 2025 | GS | The Goldman Sachs Group Inc (2) | Sale | $1,001 - $15,000 | May 12, 2025 |
| Apr 16, 2025 | NVDA | NVIDIA Corporation (1) | Purchase | $1,001 - $15,000 | May 12, 2025 |
| Apr 16, 2025 | NVDA | NVIDIA Corporation (2) | Purchase | $1,001 - $15,000 | May 12, 2025 |
| Apr 16, 2025 | AMGN | Amgen Inc (1) | Purchase | $1,001 - $15,000 | May 12, 2025 |
| Apr 7, 2025 | ITW | Illinois Tool Works Inc | Purchase | $1,001 - $15,000 | May 12, 2025 |
| Apr 7, 2025 | LECO | Lincoln Electric Holdings Inc | Sale | $1,001 - $15,000 | May 12, 2025 |
| Apr 7, 2025 | GS | The Goldman Sachs Group Inc | Purchase | $1,001 - $15,000 | May 12, 2025 |
| Apr 16, 2025 | AMGN | Amgen Inc (2) | Purchase | $1,001 - $15,000 | May 12, 2025 |
| Apr 7, 2025 | SYK | Stryker Corp | Purchase | $1,001 - $15,000 | May 12, 2025 |
| Apr 7, 2025 | ABBV | AbbVie Inc | Purchase | $1,001 - $15,000 | May 12, 2025 |
| Apr 7, 2025 | ACN | Accenture PLC | Purchase | $1,001 - $15,000 | May 12, 2025 |
| Apr 10, 2025 | SBUX | Starbucks Corp (3) | Sale | $1,001 - $15,000 | May 12, 2025 |
| Apr 10, 2025 | GS | The Goldman Sachs Group Inc | Sale | $15,001 - $50,000 | May 12, 2025 |
| Apr 7, 2025 | LIN | Linde PLC | Purchase | $1,001 - $15,000 | May 12, 2025 |
| Apr 7, 2025 | LMT | Lockheed Martin Corp | Purchase | $1,001 - $15,000 | May 12, 2025 |
| Apr 7, 2025 | RPM | RPM International Inc | Purchase | $1,001 - $15,000 | May 12, 2025 |
| Apr 7, 2025 | SHW | The Sherwin-Williams Co | Purchase | $1,001 - $15,000 | May 12, 2025 |
| Apr 7, 2025 | SO | The Southern Co | Purchase | $1,001 - $15,000 | May 12, 2025 |
| Apr 10, 2025 | SBUX | Starbucks Corp (1) | Sale | $1,001 - $15,000 | May 12, 2025 |
| Apr 10, 2025 | SBUX | Starbucks Corp (2) | Sale | $1,001 - $15,000 | May 12, 2025 |
| Apr 7, 2025 | TXN | Texas Instruments Inc | Purchase | $1,001 - $15,000 | May 12, 2025 |
| Apr 7, 2025 | TJX | The TJX Companies Inc | Purchase | $1,001 - $15,000 | May 12, 2025 |
| Apr 7, 2025 | QCOM | QUALCOMM Inc | Purchase | $1,001 - $15,000 | May 12, 2025 |
| Apr 7, 2025 | PEP | PepsiCo Inc | Purchase | $1,001 - $15,000 | May 12, 2025 |
| Apr 7, 2025 | AMZN | Amazon.com Inc | Purchase | $1,001 - $15,000 | May 12, 2025 |
| Apr 7, 2025 | ADI | Analog Devices Inc | Purchase | $1,001 - $15,000 | May 12, 2025 |
| Apr 7, 2025 | CARR | Carrier Global Corp | Purchase | $1,001 - $15,000 | May 12, 2025 |
| Apr 7, 2025 | CAT | Caterpillar Inc | Purchase | $1,001 - $15,000 | May 12, 2025 |
| Apr 7, 2025 | NVDA | NVIDIA Corporation | Purchase | $1,001 - $15,000 | May 12, 2025 |
| Apr 7, 2025 | NEE | NextEra Energy Inc | Sale | $1,001 - $15,000 | May 12, 2025 |
| Apr 7, 2025 | TSCO | Tractor Supply Co | Purchase | $1,001 - $15,000 | May 12, 2025 |
| Apr 7, 2025 | ORCL | Oracle Corp | Purchase | $1,001 - $15,000 | May 12, 2025 |
| Apr 7, 2025 | V | Visa Inc | Purchase | $1,001 - $15,000 | May 12, 2025 |
| Apr 7, 2025 | HON | Honeywell International Inc | Purchase | $1,001 - $15,000 | May 12, 2025 |
| Mar 10, 2025 | GLDW | SPDR LONG DOLLAR GOLD TRUST (1) | Purchase | $1,001 - $15,000 | Apr 9, 2025 |
| Mar 10, 2025 | NVDA | NVIDIA Corporation (3) | Purchase | $1,001 - $15,000 | Apr 9, 2025 |
| Mar 10, 2025 | ELV | Elevance Health Inc (1) | Sale | $1,001 - $15,000 | Apr 9, 2025 |
| Mar 11, 2025 | AVGO | Broadcom Inc | Sale | $15,001 - $50,000 | Apr 9, 2025 |
| Mar 10, 2025 | GLDW | SPDR LONG DOLLAR GOLD TRUST | Purchase | $1,001 - $15,000 | Apr 9, 2025 |
| Mar 11, 2025 | NVDA | NVIDIA Corporation | Purchase | $1,001 - $15,000 | Apr 9, 2025 |
| Mar 10, 2025 | NVDA | NVIDIA Corporation (2) | Purchase | $1,001 - $15,000 | Apr 9, 2025 |
| Mar 10, 2025 | GLDW | SPDR LONG DOLLAR GOLD TRUST (2) | Purchase | $1,001 - $15,000 | Apr 9, 2025 |
| Mar 10, 2025 | NVDA | NVIDIA Corporation (1) | Purchase | $1,001 - $15,000 | Apr 9, 2025 |
| Mar 10, 2025 | TJX | The TJX Companies Inc (1) | Purchase | $1,001 - $15,000 | Apr 9, 2025 |
| Mar 10, 2025 | TJX | The TJX Companies Inc (2) | Purchase | $1,001 - $15,000 | Apr 9, 2025 |
| Mar 10, 2025 | TJX | The TJX Companies Inc (3) | Purchase | $1,001 - $15,000 | Apr 9, 2025 |
| Mar 10, 2025 | AVGO | Broadcom Inc (2) | Sale | $1,001 - $15,000 | Apr 9, 2025 |
| Mar 10, 2025 | ELV | Elevance Health Inc (3) | Sale | $1,001 - $15,000 | Apr 9, 2025 |
| Mar 10, 2025 | ELV | Elevance Health Inc (2) | Sale | $1,001 - $15,000 | Apr 9, 2025 |
| Mar 10, 2025 | AVGO | Broadcom Inc (1) | Sale | $1,001 - $15,000 | Apr 9, 2025 |
| Feb 13, 2025 | WST | West Pharmaceutical Services Inc | Sale | $1,001 - $15,000 | Mar 7, 2025 |
| Jan 15, 2025 | MCK | McKesson Corp (1) | Purchase | $1,001 - $15,000 | Feb 11, 2025 |
| Jan 15, 2025 | ABT | Abbott Laboratories (2) | Sale | $1,001 - $15,000 | Feb 11, 2025 |
| Jan 15, 2025 | MCK | McKesson Corp (2) | Purchase | $1,001 - $15,000 | Feb 11, 2025 |
| Jan 15, 2025 | MRK | Merck & Co Inc (1) | Sale | $1,001 - $15,000 | Feb 11, 2025 |
| Jan 15, 2025 | MRK | Merck & Co Inc (2) | Sale | $1,001 - $15,000 | Feb 11, 2025 |
| Jan 15, 2025 | MRK | Merck & Co Inc (3) | Sale | $1,001 - $15,000 | Feb 11, 2025 |
| Jan 15, 2025 | ABT | Abbott Laboratories (1) | Sale | $1,001 - $15,000 | Feb 11, 2025 |
| Jan 15, 2025 | ABT | Abbott Laboratories (3) | Sale | $1,001 - $15,000 | Feb 11, 2025 |
| Jan 15, 2025 | GS | The Goldman Sachs Group Inc (1) | Purchase | $1,001 - $15,000 | Feb 11, 2025 |
| Jan 15, 2025 | CNI | Canadian National Railway Co (3) | Sale | $1,001 - $15,000 | Feb 11, 2025 |
| Jan 15, 2025 | ABT | Abbott Laboratories | Sale | $1,001 - $15,000 | Feb 11, 2025 |
| Jan 15, 2025 | GS | The Goldman Sachs Group Inc (3) | Purchase | $1,001 - $15,000 | Feb 11, 2025 |
| Jan 15, 2025 | CNI | Canadian National Railway Co (1) | Sale | $1,001 - $15,000 | Feb 11, 2025 |
| Jan 15, 2025 | ABBV | AbbVie Inc (2) | Purchase | $1,001 - $15,000 | Feb 11, 2025 |
| Jan 15, 2025 | CNI | Canadian National Railway Co (2) | Sale | $1,001 - $15,000 | Feb 11, 2025 |
| Jan 15, 2025 | SYK | Stryker Corp (1) | Purchase | $1,001 - $15,000 | Feb 11, 2025 |
| Jan 15, 2025 | ABBV | AbbVie Inc (1) | Purchase | $1,001 - $15,000 | Feb 11, 2025 |
| Jan 15, 2025 | SYK | Stryker Corp (2) | Purchase | $1,001 - $15,000 | Feb 11, 2025 |
| Jan 15, 2025 | GS | The Goldman Sachs Group Inc (2) | Purchase | $1,001 - $15,000 | Feb 11, 2025 |
| Nov 8, 2024 | ORCL | Oracle Corp | Purchase | $1,001 - $15,000 | Dec 9, 2024 |
| Nov 8, 2024 | ACN | Accenture PLC | Purchase | $1,001 - $15,000 | Dec 9, 2024 |
| Nov 8, 2024 | ADI | Analog Devices Inc | Purchase | $1,001 - $15,000 | Dec 9, 2024 |
| Nov 8, 2024 | MCD | McDonald's Corp | Purchase | $1,001 - $15,000 | Dec 9, 2024 |
| Nov 8, 2024 | TMUS | T-Mobile US Inc | Purchase | $1,001 - $15,000 | Dec 9, 2024 |
| Nov 8, 2024 | CMI | Cummins Inc (2) | Purchase | $1,001 - $15,000 | Dec 9, 2024 |
| Nov 8, 2024 | META | Meta Platforms Inc | Purchase | $1,001 - $15,000 | Dec 9, 2024 |
| Nov 8, 2024 | NVDA | NVIDIA Corporation | Purchase | $1,001 - $15,000 | Dec 9, 2024 |
| Nov 8, 2024 | AMZN | Amazon.com Inc (3) | Purchase | $1,001 - $15,000 | Dec 9, 2024 |
| Nov 8, 2024 | AMZN | Amazon.com Inc (2) | Purchase | $1,001 - $15,000 | Dec 9, 2024 |
| Nov 8, 2024 | SHW | The Sherwin-Williams Co (2) | Purchase | $1,001 - $15,000 | Dec 9, 2024 |
| Nov 8, 2024 | SHW | The Sherwin-Williams Co (3) | Purchase | $1,001 - $15,000 | Dec 9, 2024 |
| Nov 8, 2024 | PEP | PepsiCo Inc (2) | Purchase | $1,001 - $15,000 | Dec 9, 2024 |
| Nov 8, 2024 | AVGO | Broadcom Inc (1) | Purchase | $1,001 - $15,000 | Dec 9, 2024 |
| Nov 8, 2024 | AVGO | Broadcom Inc (2) | Purchase | $1,001 - $15,000 | Dec 9, 2024 |
| Nov 8, 2024 | TSCO | Tractor Supply Co (2) | Purchase | $1,001 - $15,000 | Dec 9, 2024 |
| Nov 8, 2024 | CVX | Chevron Corporation Common Stock | Sale (Full) | $1,001 - $15,000 | Dec 9, 2024 |
| Nov 8, 2024 | AOS | A. O. Smith Corp | Sale | $1,001 - $15,000 | Dec 9, 2024 |
| Nov 8, 2024 | QCOM | QUALCOMM Inc | Purchase | $1,001 - $15,000 | Dec 9, 2024 |
| Nov 8, 2024 | TXN | Texas Instruments Inc | Purchase | $1,001 - $15,000 | Dec 9, 2024 |
| Nov 8, 2024 | WST | West Pharmaceutical Services Inc | Sale | $1,001 - $15,000 | Dec 9, 2024 |
| Nov 8, 2024 | SBCF | Seacoast Banking Corp of Florida | Sale | $50,001 - $100,000 | Dec 9, 2024 |
| Nov 8, 2024 | GOOGL | Alphabet Inc | Purchase | $1,001 - $15,000 | Dec 9, 2024 |
| Nov 8, 2024 | AOS | A.O. Smith Corporation Common Stock | Sale (Full) | $1,001 - $15,000 | Dec 9, 2024 |
| Nov 8, 2024 | GOOG | Alphabet Inc. - Class C Capital Stock | Purchase | $1,001 - $15,000 | Dec 9, 2024 |
| Nov 8, 2024 | LIN | Linde PLC (2) | Purchase | $1,001 - $15,000 | Dec 9, 2024 |
| Nov 8, 2024 | CMI | Cummins Inc (1) | Purchase | $1,001 - $15,000 | Dec 9, 2024 |
| Nov 8, 2024 | BRK/B | Berkshire Hathaway Inc | Purchase | $1,001 - $15,000 | Dec 9, 2024 |
| Nov 8, 2024 | BRK.B | Berkshire Hathaway Inc. New Common Stock | Purchase | $1,001 - $15,000 | Dec 9, 2024 |
| Nov 8, 2024 | MRK | Merck & Co Inc | Purchase | $1,001 - $15,000 | Dec 9, 2024 |
| Nov 8, 2024 | CVX | Chevron Corp | Sale | $1,001 - $15,000 | Dec 9, 2024 |
| Nov 8, 2024 | HD | The Home Depot Inc | Purchase | $1,001 - $15,000 | Dec 9, 2024 |
| Nov 8, 2024 | XOM | Exxon Mobil Corp | Sale | $1,001 - $15,000 | Dec 9, 2024 |
| Nov 8, 2024 | LIN | Linde PLC (1) | Purchase | $1,001 - $15,000 | Dec 9, 2024 |
| Nov 8, 2024 | SBCF | Seacoast Banking Corp of Florida | Sale | $15,001 - $50,000 | Dec 9, 2024 |
| Nov 8, 2024 | XOM | Exxon Mobil Corporation Common Stock | Sale (Full) | $1,001 - $15,000 | Dec 9, 2024 |
| Nov 8, 2024 | JPM | JP Morgan Chase & Co. Common Stock | Purchase | $1,001 - $15,000 | Dec 9, 2024 |
| Nov 8, 2024 | TSCO | Tractor Supply Co (1) | Purchase | $1,001 - $15,000 | Dec 9, 2024 |
| Nov 8, 2024 | XLE | The Energy Select Sector SPDR Fund | Purchase | $15,001 - $50,000 | Dec 9, 2024 |
| Nov 8, 2024 | JPM | JPMorgan Chase & Co | Purchase | $1,001 - $15,000 | Dec 9, 2024 |
| Nov 8, 2024 | ELV | Elevance Health Inc | Purchase | $1,001 - $15,000 | Dec 9, 2024 |
| Nov 8, 2024 | AMZN | Amazon.com Inc (1) | Purchase | $1,001 - $15,000 | Dec 9, 2024 |
| Nov 8, 2024 | ATO | Atmos Energy Corp | Purchase | $1,001 - $15,000 | Dec 9, 2024 |
| Nov 8, 2024 | SHW | The Sherwin-Williams Co (1) | Purchase | $1,001 - $15,000 | Dec 9, 2024 |
| Nov 8, 2024 | JNJ | Johnson & Johnson | Purchase | $1,001 - $15,000 | Dec 9, 2024 |
| Nov 8, 2024 | PEP | PepsiCo Inc (1) | Purchase | $1,001 - $15,000 | Dec 9, 2024 |
| Nov 8, 2024 | LMT | Lockheed Martin Corp | Purchase | $1,001 - $15,000 | Dec 9, 2024 |
| Jul 14, 2023 | COST | Costco Wholesale Corporation - Common St... | Purchase | $1,001 - $15,000 | Aug 21, 2024 |
| Jul 14, 2023 | HD | Home Depot, Inc. | Purchase | $1,001 - $15,000 | Aug 21, 2024 |
| Feb 13, 2024 | TMUS | T-Mobile US, Inc. | Purchase | $1,001 - $15,000 | Aug 21, 2024 |
| Jul 14, 2023 | XOM | Exxon Mobil Corporation Common Stock | Purchase | $1,001 - $15,000 | Aug 21, 2024 |
| Dec 28, 2023 | WST | West Pharmaceutical Services, Inc. Commo... | Purchase | $1,001 - $15,000 | Aug 21, 2024 |
| Jul 14, 2023 | C | Citigroup, Inc. Common Stock | Sale (Full) | $15,001 - $50,000 | Aug 21, 2024 |
| Dec 28, 2023 | MDT | Medtronic plc. Ordinary Shares | Sale (Full) | $1,001 - $15,000 | Aug 21, 2024 |
| Jul 14, 2023 | HRL | Hormel Foods Corporation Common Stock | Purchase | $1,001 - $15,000 | Aug 21, 2024 |
| Dec 28, 2023 | COST | Costco Wholesale Corporation - Common St... | Purchase | $1,001 - $15,000 | Aug 21, 2024 |
| Feb 13, 2024 | SO | Southern Company | Sale (Full) | $1,001 - $15,000 | Aug 21, 2024 |
| Jul 14, 2023 | LOW | Lowe's Companies, Inc. Common Stock | Purchase | $1,001 - $15,000 | Aug 21, 2024 |
| Jul 14, 2023 | MA | Mastercard Incorporated Common Stock | Purchase | $1,001 - $15,000 | Aug 21, 2024 |
| Jul 14, 2023 | TXN | Texas Instruments Incorporated - Common ... | Purchase | $1,001 - $15,000 | Aug 21, 2024 |
| Jul 14, 2023 | STE | STERIS plc | Purchase | $1,001 - $15,000 | Aug 21, 2024 |
| Sep 1, 2023 | SYY | Sysco Corporation Common Stock | Sale (Full) | $1,001 - $15,000 | Aug 21, 2024 |
| Jul 14, 2023 | SBUX | Starbucks Corporation - Common Stock | Purchase | $1,001 - $15,000 | Aug 21, 2024 |
| Dec 28, 2023 | HRL | Hormel Foods Corporation Common Stock | Sale (Full) | $1,001 - $15,000 | Aug 21, 2024 |
| Dec 28, 2023 | TMUS | T-Mobile US, Inc. | Purchase | $1,001 - $15,000 | Aug 21, 2024 |
| Sep 27, 2023 | RTX | RTX Corporation Common Stock | Sale (Full) | $1,001 - $15,000 | Aug 21, 2024 |
| Dec 26, 2023 | TMUS | T-Mobile US, Inc. | Purchase | $1,001 - $15,000 | Aug 21, 2024 |
| Jul 14, 2023 | PEG | Public Service Enterprise Group Incorpor... | Purchase | $1,001 - $15,000 | Aug 21, 2024 |
| Dec 28, 2023 | BRO | Brown & Brown, Inc. Common Stock | Purchase | $1,001 - $15,000 | Aug 21, 2024 |
| Feb 13, 2024 | GOOG | Alphabet Inc. - Class C Capital Stock | Purchase | $1,001 - $15,000 | Aug 21, 2024 |
| Jul 14, 2023 | NEE | NextEra Energy, Inc. Common Stock | Purchase | $1,001 - $15,000 | Aug 21, 2024 |
| Jul 14, 2023 | MCD | McDonald's Corporation Common Stock | Purchase | $1,001 - $15,000 | Aug 21, 2024 |
| Jul 14, 2023 | UNH | UnitedHealth Group Incorporated Common S... | Purchase | $1,001 - $15,000 | Aug 21, 2024 |
| Jul 14, 2023 | WEC | WEC Energy Group, Inc. Common Stock | Purchase | $1,001 - $15,000 | Aug 21, 2024 |
| Jul 14, 2023 | WST | West Pharmaceutical Services, Inc. Commo... | Purchase | $1,001 - $15,000 | Aug 21, 2024 |
| Jul 14, 2023 | AOS | A.O. Smith Corporation Common Stock | Purchase | $1,001 - $15,000 | Aug 21, 2024 |
| Jul 14, 2023 | ACN | Accenture plc Class A Ordinary Shares | Purchase | $1,001 - $15,000 | Aug 21, 2024 |
| Feb 1, 2024 | APD | Air Products and Chemicals, Inc. Common ... | Sale (Full) | $1,001 - $15,000 | Aug 21, 2024 |
| Jul 14, 2023 | GOOG | Alphabet Inc. - Class C Capital Stock | Purchase | $1,001 - $15,000 | Aug 21, 2024 |
| Jul 14, 2023 | ADI | Analog Devices, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Aug 21, 2024 |
| Sep 1, 2023 | AAPL | Apple Inc. - Common Stock | Purchase | $1,001 - $15,000 | Aug 21, 2024 |
| Feb 13, 2024 | AAPL | Apple Inc. - Common Stock | Purchase | $1,001 - $15,000 | Aug 21, 2024 |
| Sep 1, 2023 | ATO | Atmos Energy Corporation Common Stock | Purchase | $1,001 - $15,000 | Aug 21, 2024 |
| Jul 14, 2023 | ADP | Automatic Data Processing, Inc. - Common... | Purchase | $1,001 - $15,000 | Aug 21, 2024 |
| Jul 14, 2023 | BRK.B | Berkshire Hathaway Inc. New Common Stock | Purchase | $1,001 - $15,000 | Aug 21, 2024 |
| Jul 14, 2023 | CVX | Chevron Corporation Common Stock | Purchase | $1,001 - $15,000 | Aug 21, 2024 |
| Sep 27, 2023 | CMI | Cummins Inc. Common Stock | Purchase | $1,001 - $15,000 | Aug 21, 2024 |
| Feb 1, 2024 | FDS | FactSet Research Systems Inc. Common Sto... | Purchase | $1,001 - $15,000 | Aug 21, 2024 |
| Jul 14, 2023 | INTC | Intel Corporation - Common Stock | Sale (Full) | $15,001 - $50,000 | Aug 21, 2024 |
| Dec 28, 2023 | JKHY | Jack Henry & Associates, Inc. - Common S... | Sale (Full) | $1,001 - $15,000 | Aug 21, 2024 |
| Feb 1, 2024 | KMB | Kimberly-Clark Corporation Common Stock | Sale (Full) | $1,001 - $15,000 | Aug 21, 2024 |
| Sep 1, 2023 | LIN | Linde plc - Ordinary Shares | Purchase | $1,001 - $15,000 | Aug 21, 2024 |
| Feb 13, 2024 | LMT | Lockheed Martin Corporation Common Stock | Purchase | $1,001 - $15,000 | Aug 21, 2024 |
| Jul 14, 2023 | Medtronic plc. Ordinary Shares | Purchase | $1,001 - $15,000 | Aug 21, 2024 | |
| Jul 14, 2023 | MRK | Merck & Company, Inc. Common Stock | Purchase | $1,001 - $15,000 | Aug 21, 2024 |
| Sep 1, 2023 | MRK | Merck & Company, Inc. Common Stock | Purchase | $1,001 - $15,000 | Aug 21, 2024 |
| Jul 14, 2023 | MSFT | Microsoft Corporation - Common Stock | Purchase | $1,001 - $15,000 | Aug 21, 2024 |
| Feb 1, 2024 | MDLZ | Mondelez International, Inc. - Class A C... | Purchase | $1,001 - $15,000 | Aug 21, 2024 |
| Sep 1, 2023 | NKE | Nike, Inc. Common Stock | Purchase | $1,001 - $15,000 | Aug 21, 2024 |
| Feb 1, 2024 | NKE | Nike, Inc. Common Stock | Sale (Full) | $1,001 - $15,000 | Aug 21, 2024 |
| Jul 14, 2023 | PEP | Pepsico, Inc. | Purchase | $1,001 - $15,000 | Aug 21, 2024 |
| Sep 1, 2023 | PFE | Pfizer, Inc. Common Stock | Sale (Full) | $1,001 - $15,000 | Aug 21, 2024 |
| Jul 14, 2023 | PG | Procter & Gamble Company | Purchase | $1,001 - $15,000 | Aug 21, 2024 |
| Jul 14, 2023 | RJF | Raymond James Financial, Inc. Common Sto... | Sale (Full) | $100,001 - $250,000 | Aug 21, 2024 |
| Jul 14, 2023 | SPGI | S&P Global Inc. Common Stock | Purchase | $1,001 - $15,000 | Aug 21, 2024 |
| Feb 13, 2024 | SPGI | S&P Global Inc. Common Stock | Purchase | $1,001 - $15,000 | Aug 21, 2024 |
| Feb 1, 2024 | SNA | Snap-On Incorporated Common Stock | Purchase | $1,001 - $15,000 | Aug 21, 2024 |
| Jul 14, 2023 | SO | Southern Company | Purchase | $1,001 - $15,000 | Aug 21, 2024 |
| Sep 27, 2023 | TGT | Target Corporation Common Stock | Sale (Full) | $1,001 - $15,000 | Aug 21, 2024 |
| Jul 14, 2023 | TGT | Target Corporation Common Stock | Purchase | $1,001 - $15,000 | Aug 21, 2024 |
| Feb 13, 2024 | UNH | UnitedHealth Group Incorporated Common S... | Purchase | $1,001 - $15,000 | Aug 21, 2024 |
| Jul 14, 2023 | V | Visa Inc. | Purchase | $1,001 - $15,000 | Aug 21, 2024 |
| Jul 14, 2023 | GWW | W.W. Grainger, Inc. Common Stock | Purchase | $15,001 - $50,000 | Aug 21, 2024 |
| Jul 14, 2023 | DIS | Walt Disney Company | Sale (Full) | $1,001 - $15,000 | Aug 21, 2024 |
| Dec 28, 2023 | ZTS | Zoetis Inc. Class A Common Stock | Purchase | $1,001 - $15,000 | Aug 21, 2024 |
| Dec 28, 2023 | CAT | Caterpillar, Inc. Common Stock | Sale (Full) | $1,001 - $15,000 | Aug 21, 2024 |
| Sep 1, 2023 | TSCO | Tractor Supply Company - Common Stock | Purchase | $1,001 - $15,000 | Aug 21, 2024 |
| Feb 13, 2024 | ABT | Abbott Laboratories Common Stock | Sale (Full) | $1,001 - $15,000 | Aug 21, 2024 |
| Jul 14, 2023 | DG | Dollar General Corporation Common Stock | Sale (Full) | $1,001 - $15,000 | Aug 21, 2024 |
| Feb 13, 2024 | ELV | Elevance Health, Inc. Common Stock | Purchase | $1,001 - $15,000 | Aug 21, 2024 |
| Dec 28, 2023 | LLY | Eli Lilly and Company Common Stock | Purchase | $1,001 - $15,000 | Aug 21, 2024 |
| Sep 1, 2023 | LLY | Eli Lilly and Company Common Stock | Purchase | $1,001 - $15,000 | Aug 21, 2024 |
| Jul 14, 2023 | AMGN | Amgen Inc. - Common Stock | Purchase | $1,001 - $15,000 | Aug 21, 2024 |
| Feb 1, 2024 | ELV | Elevance Health, Inc. Common Stock | Purchase | $1,001 - $15,000 | Aug 21, 2024 |
| Jul 14, 2023 | ROP | Roper Technologies, Inc. | Purchase | $1,001 - $15,000 | Aug 21, 2024 |
| Feb 13, 2024 | RPM | RPM International Inc. Common Stock | Purchase | $1,001 - $15,000 | Aug 21, 2024 |
| Jul 14, 2023 | Johnson & Johnson Common Stock | Purchase | $1,001 - $15,000 | Aug 21, 2024 | |
| Dec 28, 2023 | MCD | McDonald's Corporation Common Stock | Purchase | $1,001 - $15,000 | Aug 21, 2024 |
| Sep 1, 2023 | MSFT | Microsoft Corporation - Common Stock | Purchase | $1,001 - $15,000 | Aug 21, 2024 |
| Feb 13, 2024 | NEE | NextEra Energy, Inc. Common Stock | Sale (Partial) | $1,001 - $15,000 | Aug 21, 2024 |
| Jul 5, 2024 | ALL | Allstate Corporation | Sale (Full) | $1,001 - $15,000 | Aug 19, 2024 |
| Jul 5, 2024 | ZTS | Zoetis Inc. Class A Common Stock | Sale (Full) | $1,001 - $15,000 | Aug 19, 2024 |
| Jul 5, 2024 | WEC | WEC Energy Group, Inc. Common Stock | Sale (Full) | $1,001 - $15,000 | Aug 19, 2024 |
| Jul 5, 2024 | SO | Southern Company | Purchase | $1,001 - $15,000 | Aug 19, 2024 |
| Jul 5, 2024 | SHW | Sherwin-Williams Company | Purchase | $1,001 - $15,000 | Aug 19, 2024 |
| Jul 5, 2024 | PNC | PNC Financial Services Group, Inc. | Sale (Full) | $1,001 - $15,000 | Aug 19, 2024 |
| Jul 5, 2024 | ORCL | Oracle Corporation Common Stock | Purchase | $1,001 - $15,000 | Aug 19, 2024 |
| Jul 5, 2024 | ABT | Abbott Laboratories Common Stock | Purchase | $1,001 - $15,000 | Aug 19, 2024 |
| Jul 5, 2024 | NOC | Northrop Grumman Corporation Common Stoc... | Sale (Full) | $1,001 - $15,000 | Aug 19, 2024 |
| Jul 5, 2024 | MDLZ | Mondelez International, Inc. - Class A C... | Sale (Full) | $1,001 - $15,000 | Aug 19, 2024 |
| Jul 5, 2024 | MA | Mastercard Incorporated Common Stock | Sale (Full) | $1,001 - $15,000 | Aug 19, 2024 |
| Jul 5, 2024 | FDS | FactSet Research Systems Inc. Common Sto... | Sale (Full) | $1,001 - $15,000 | Aug 19, 2024 |
| Jul 5, 2024 | CB | Chubb Limited Common Stock | Purchase | $1,001 - $15,000 | Aug 19, 2024 |
| Jul 5, 2024 | AVGO | Broadcom Inc. - Common Stock | Purchase | $1,001 - $15,000 | Aug 19, 2024 |
| Jul 5, 2024 | WM | Waste Management, Inc. Common Stock | Purchase | $1,001 - $15,000 | Aug 19, 2024 |
| Jul 5, 2024 | AMZN | Amazon.com, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Aug 19, 2024 |
| Jul 5, 2024 | SNA | Snap-On Incorporated Common Stock | Sale (Full) | $1,001 - $15,000 | Aug 19, 2024 |
| Jul 5, 2024 | CMCSA | Comcast Corporation - Class A Common Sto... | Sale (Full) | $1,001 - $15,000 | Aug 19, 2024 |
| Jul 5, 2024 | TD | Toronto Dominion Bank | Sale (Full) | $1,001 - $15,000 | Aug 19, 2024 |
| Jul 5, 2024 | JPM | JP Morgan Chase & Co. Common Stock | Purchase | $1,001 - $15,000 | Aug 19, 2024 |
| Jul 5, 2024 | LOW | Lowe's Companies, Inc. Common Stock | Sale (Full) | $1,001 - $15,000 | Aug 19, 2024 |
| Jul 1, 2024 | NOC | Northrop Grumman Corporation Common Stoc... | Sale (Full) | $1,001 - $15,000 | Aug 6, 2024 |
| Jul 5, 2024 | LIN | Linde plc - Ordinary Shares | Purchase | $1,001 - $15,000 | Aug 6, 2024 |
| Jul 5, 2024 | Oracle Corporation Common Stock | Purchase | $1,001 - $15,000 | Aug 6, 2024 | |
| Jul 5, 2024 | ORCL | Oracle Corporation Common Stock | Purchase | $1,001 - $15,000 | Aug 6, 2024 |
| Jul 1, 2024 | PNC | PNC Financial Services Group, Inc. | Sale (Full) | $1,001 - $15,000 | Aug 6, 2024 |
| Jul 1, 2024 | FDS | FactSet Research Systems Inc. Common Sto... | Purchase | $1,001 - $15,000 | Aug 6, 2024 |
| Jul 5, 2024 | FDS | FactSet Research Systems Inc. Common Sto... | Sale (Full) | $1,001 - $15,000 | Aug 6, 2024 |
| Feb 1, 2024 | FDS | FactSet Research Systems Inc. Common Sto... | Purchase | $1,001 - $15,000 | Aug 6, 2024 |
| Jul 1, 2024 | JNJ | Johnson & Johnson Common Stock | Purchase | $1,001 - $15,000 | Aug 6, 2024 |
| Jul 1, 2024 | NEE | NextEra Energy, Inc. Common Stock | Purchase | $1,001 - $15,000 | Aug 6, 2024 |
| Feb 1, 2024 | NKE | Nike, Inc. Common Stock | Sale (Full) | $1,001 - $15,000 | Aug 6, 2024 |
| Jul 5, 2024 | NOC | Northrop Grumman Corporation Common Stoc... | Sale (Full) | $1,001 - $15,000 | Aug 6, 2024 |
| Jul 5, 2024 | NVDA | NVIDIA Corporation - Common Stock | Purchase | $1,001 - $15,000 | Aug 6, 2024 |
| Jul 5, 2024 | ROP | Roper Technologies, Inc. | Purchase | $1,001 - $15,000 | Aug 6, 2024 |
| Jul 5, 2024 | TD | Toronto Dominion Bank | Sale (Full) | $1,001 - $15,000 | Aug 6, 2024 |
| Jul 5, 2024 | JPM | JP Morgan Chase & Co. Common Stock | Purchase | $1,001 - $15,000 | Aug 6, 2024 |
| Jul 1, 2024 | JPM | JP Morgan Chase & Co. Common Stock | Purchase | $1,001 - $15,000 | Aug 6, 2024 |
| Jul 5, 2024 | SHW | Sherwin-Williams Company | Purchase | $1,001 - $15,000 | Aug 6, 2024 |
| Jul 1, 2024 | SNA | Snap-On Incorporated Common Stock | Purchase | $1,001 - $15,000 | Aug 6, 2024 |
| Jul 1, 2024 | TD | Toronto Dominion Bank | Sale (Full) | $1,001 - $15,000 | Aug 6, 2024 |
| Jul 5, 2024 | WM | Waste Management, Inc. Common Stock | Sale (Partial) | $1,001 - $15,000 | Aug 6, 2024 |
| Jul 5, 2024 | MDLZ | Mondelez International, Inc. - Class A C... | Sale (Full) | $1,001 - $15,000 | Aug 6, 2024 |
| Jul 1, 2024 | WEC | WEC Energy Group, Inc. Common Stock | Sale (Full) | $1,001 - $15,000 | Aug 6, 2024 |
| Jul 1, 2024 | TSCO | Tractor Supply Company - Common Stock | Purchase | $1,001 - $15,000 | Aug 6, 2024 |
| Jul 5, 2024 | MA | Mastercard Incorporated Common Stock | Sale (Partial) | $1,001 - $15,000 | Aug 6, 2024 |
| Jul 5, 2024 | MA | Mastercard Incorporated Common Stock | Sale (Full) | $1,001 - $15,000 | Aug 6, 2024 |
| Jul 1, 2024 | ELV | Elevance Health, Inc. Common Stock | Purchase | $1,001 - $15,000 | Aug 6, 2024 |
| Jul 5, 2024 | ATO | Atmos Energy Corporation Common Stock | Purchase | $1,001 - $15,000 | Aug 6, 2024 |
| Jul 1, 2024 | GOOG | Alphabet Inc. - Class C Capital Stock | Purchase | $1,001 - $15,000 | Aug 6, 2024 |
| Jul 5, 2024 | AVGO | Broadcom Inc. - Common Stock | Purchase | $1,001 - $15,000 | Aug 6, 2024 |
| Jul 5, 2024 | AMZN | Amazon.com, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Aug 6, 2024 |
| Jul 5, 2024 | BRK.B | Berkshire Hathaway Inc. New Common Stock | Purchase | $1,001 - $15,000 | Aug 6, 2024 |
| Jul 1, 2024 | BBY | Best Buy Co., Inc. Common Stock | Sale (Full) | $1,001 - $15,000 | Aug 6, 2024 |
| Jul 17, 2024 | CMCSA | Comcast Corporation - Class A Common Sto... | Sale (Full) | $1,001 - $15,000 | Aug 6, 2024 |
| Jul 5, 2024 | ELV | Elevance Health, Inc. Common Stock | Purchase | $1,001 - $15,000 | Aug 6, 2024 |
| Jul 5, 2024 | ALL | Allstate Corporation | Sale (Full) | $1,001 - $15,000 | Aug 6, 2024 |
| Jul 5, 2024 | PNC | PNC Financial Services Group, Inc. | Sale (Full) | $1,001 - $15,000 | Aug 6, 2024 |
| Feb 1, 2024 | SNA | Snap-On Incorporated Common Stock | Purchase | $1,001 - $15,000 | Aug 6, 2024 |
| Jul 5, 2024 | SO | Southern Company | Purchase | $1,001 - $15,000 | Aug 6, 2024 |
| Jul 5, 2024 | GWW | W.W. Grainger, Inc. Common Stock | Purchase | $1,001 - $15,000 | Aug 6, 2024 |
| Feb 1, 2024 | APD | Air Products and Chemicals, Inc. Common ... | Sale (Full) | $1,001 - $15,000 | Aug 6, 2024 |
| Jul 5, 2024 | CMCSA | Comcast Corporation - Class A Common Sto... | Sale (Full) | $1,001 - $15,000 | Aug 6, 2024 |
| Feb 1, 2024 | ELV | Elevance Health, Inc. Common Stock | Purchase | $1,001 - $15,000 | Aug 6, 2024 |
| Feb 1, 2024 | KMB | Kimberly-Clark Corporation Common Stock | Sale (Full) | $1,001 - $15,000 | Aug 6, 2024 |
| Jul 1, 2024 | LMT | Lockheed Martin Corporation Common Stock | Purchase | $1,001 - $15,000 | Aug 6, 2024 |
| Jul 1, 2024 | MDLZ | Mondelez International, Inc. - Class A C... | Purchase | $1,001 - $15,000 | Aug 6, 2024 |
| Jul 5, 2024 | WEC | WEC Energy Group, Inc. Common Stock | Sale (Full) | $1,001 - $15,000 | Aug 6, 2024 |
| Jul 5, 2024 | ZTS | Zoetis Inc. Class A Common Stock | Sale (Full) | $1,001 - $15,000 | Aug 6, 2024 |
| Dec 28, 2023 | ADI | Analog Devices Inc | Purchase | $1,001 - $15,000 | Jan 22, 2024 |
| Dec 28, 2023 | DIS | The Walt Disney Co | Sale | $1,001 - $15,000 | Jan 22, 2024 |
| Dec 28, 2023 | BBY | Best Buy Co Inc | Sale | $1,001 - $15,000 | Jan 22, 2024 |
| Dec 28, 2023 | GOOG | Alphabet Inc | Purchase | $1,001 - $15,000 | Jan 22, 2024 |
| Dec 28, 2023 | SYY | Sysco Corporation | Sale | $1,001 - $15,000 | Jan 22, 2024 |
| Dec 28, 2023 | ROP | Roper Technologies Inc | Purchase | $1,001 - $15,000 | Jan 22, 2024 |
| Dec 28, 2023 | WST | West Pharmaceutical Services Inc | Purchase | $1,001 - $15,000 | Jan 22, 2024 |
| Dec 28, 2023 | PFE | Pfizer Inc | Sale | $1,001 - $15,000 | Jan 22, 2024 |
| Dec 28, 2023 | HRL | Hormel Foods Corp | Sale | $1,001 - $15,000 | Jan 22, 2024 |
| Dec 28, 2023 | LLY | Eli Lilly and Co | Purchase | $1,001 - $15,000 | Jan 22, 2024 |
| Dec 28, 2023 | DG | Dollar General Corporation | Sale | $1,001 - $15,000 | Jan 22, 2024 |
| Dec 28, 2023 | TMUS | T-Mobile US Inc | Purchase | $1,001 - $15,000 | Jan 22, 2024 |
| Dec 28, 2023 | SHW | The Sherwin-Williams Co | Sale | $1,001 - $15,000 | Jan 22, 2024 |
| Dec 28, 2023 | MDT | Medtronic PLC | Sale | $1,001 - $15,000 | Jan 22, 2024 |
| Dec 28, 2023 | MRK | Merck & Co Inc | Purchase | $1,001 - $15,000 | Jan 22, 2024 |
| Dec 28, 2023 | META | Meta Platforms Inc | Purchase | $1,001 - $15,000 | Jan 22, 2024 |
| Dec 14, 2023 | SBCF | Seacoast Banking Corp of Florida | Sale | $15,001 - $50,000 | Jan 22, 2024 |
| Dec 28, 2023 | JKHY | Jack Henry & Associates, Inc. | Sale (Full) | $1,001 - $15,000 | Jan 22, 2024 |
| Dec 28, 2023 | TSCO | Tractor Supply Co | Purchase | $1,001 - $15,000 | Jan 22, 2024 |
| Dec 28, 2023 | JKHY | Henry (Jack) & Associates Inc | Sale | $1,001 - $15,000 | Jan 22, 2024 |
| Sep 27, 2023 | CMI | Cummins Inc | Purchase | $1,001 - $15,000 | Oct 12, 2023 |
| Sep 27, 2023 | TGT | Target Corp | Sale | $1,001 - $15,000 | Oct 12, 2023 |
| Apr 14, 2023 | ADI | Analog Devices Inc | Purchase | $1,001 - $15,000 | May 12, 2023 |
| Apr 14, 2023 | KMB | Kimberly-Clark Corportion | Sale (Partial) | $1,001 - $15,000 | May 12, 2023 |
| Apr 14, 2023 | ROP | Roper Technologies Inc | Purchase | $1,001 - $15,000 | May 12, 2023 |
| Apr 14, 2023 | SHW | Sherwin-Willams Company | Sale (Full) | $1,001 - $15,000 | May 12, 2023 |
| Apr 14, 2023 | PEG | Public Service Enterprise Group Incorpor... | Sale (Partial) | $1,001 - $15,000 | May 12, 2023 |
| Mar 27, 2023 | ADI | Analog Devices Inc | Purchase | $1,001 - $15,000 | Apr 12, 2023 |
| Mar 10, 2023 | SBCF | Seacoast Banking Corporation of Florida | Sale (Partial) | $50,001 - $100,000 | Apr 12, 2023 |
| Mar 10, 2023 | SBCF | Seacoast Banking Corporation of Florida | Sale (Partial) | $15,001 - $50,000 | Apr 12, 2023 |
| Mar 27, 2023 | ADI | Analog Devices Inc | Purchase | $1,001 - $15,000 | Apr 12, 2023 |
| Feb 24, 2023 | PEP | Pepsico Inc | Purchase | $1,001 - $15,000 | Mar 10, 2023 |
| Feb 21, 2023 | SPGI | S&P Global Inc | Purchase | $1,001 - $15,000 | Mar 10, 2023 |
| Feb 21, 2023 | CB | Chubb Limited | Purchase | $1,001 - $15,000 | Mar 10, 2023 |
| Feb 21, 2023 | PNC | PNC Financial Services Group Inc | Purchase | $1,001 - $15,000 | Mar 10, 2023 |
| Feb 24, 2023 | PEG | Public Service Enterprise Group Inc | Purchase | $1,001 - $15,000 | Mar 10, 2023 |
| Feb 24, 2023 | SPGI | S&P Global Inc | Purchase | $1,001 - $15,000 | Mar 10, 2023 |
| Feb 24, 2023 | NEE | NextEra Energy Inc | Purchase | $1,001 - $15,000 | Mar 10, 2023 |
| Feb 21, 2023 | HRL | Hormel Foods Corporation | Purchase | $1,001 - $15,000 | Mar 10, 2023 |
| Feb 21, 2023 | BRO | Brown & Brown Inc | Purchase | $1,001 - $15,000 | Mar 10, 2023 |
| Feb 21, 2023 | COST | Costco Wholesale Corporation | Purchase | $1,001 - $15,000 | Mar 10, 2023 |
| Feb 21, 2023 | DG | Dollar General Corporation | Purchase | $1,001 - $15,000 | Mar 10, 2023 |
| Feb 13, 2023 | INTC | Intel Corporation | Sale (Full) | $1,001 - $15,000 | Mar 10, 2023 |
| Feb 24, 2023 | MRK | Merck & Company Inc Common Stock | Purchase | $1,001 - $15,000 | Mar 10, 2023 |
| Feb 24, 2023 | BBY | Best Buy Co Inc | Sale (Full) | $1,001 - $15,000 | Mar 10, 2023 |
| Feb 24, 2023 | PFE | Pfizer Inc | Sale (Partial) | $1,001 - $15,000 | Mar 10, 2023 |
| Feb 21, 2023 | ITW | Illinois Tool Works Inc | Purchase | $1,001 - $15,000 | Mar 10, 2023 |
| Feb 13, 2023 | INTC | Intel Corporation | Sale (Full) | $1,001 - $15,000 | Mar 10, 2023 |