Michael McCaul
5294 trades tracked
| Tx Date | Ticker | Asset | Type | Amount | Disclosed |
|---|---|---|---|---|---|
| Nov 14, 2025 | TPR | Tapestry Inc | Sale | $50,001 - $100,000 | Dec 10, 2025 |
| Nov 3, 2025 | VWLUX | VANGUARD LONG TERM TAX EXEMPT FUND | Purchase | $1,001 - $15,000 | Dec 10, 2025 |
| Nov 13, 2025 | LVS | Las Vegas Sands Corp | Sale | $100,001 - $250,000 | Dec 10, 2025 |
| Nov 20, 2025 | MSA | MSA Safety Inc | Purchase | $15,001 - $50,000 | Dec 10, 2025 |
| Nov 6, 2025 | VTEB | VANGUARD TAX-EXEMPT BOND ETF | Purchase | $100,001 - $250,000 | Dec 10, 2025 |
| Nov 19, 2025 | ATR | AptarGroup Inc | Purchase | $15,001 - $50,000 | Dec 10, 2025 |
| Nov 19, 2025 | VVV | Valvoline Inc | Purchase | $15,001 - $50,000 | Dec 10, 2025 |
| Nov 24, 2025 | AER | AerCap Holdings NV | Sale | $1,001 - $15,000 | Dec 10, 2025 |
| Nov 4, 2025 | UNH | Unitedhealth Group Inc | Purchase | $15,001 - $50,000 | Dec 10, 2025 |
| Nov 19, 2025 | GOOGL | Alphabet Inc | Sale | $1,001 - $15,000 | Dec 10, 2025 |
| Nov 5, 2025 | LEN | Lennar Corp | Purchase | $1,001 - $15,000 | Dec 10, 2025 |
| Nov 28, 2025 | SAP | SAP SE | Purchase | $1,001 - $15,000 | Dec 10, 2025 |
| Nov 18, 2025 | LPX | LOUISIANA-PACIFIC CORP | Purchase | $15,001 - $50,000 | Dec 10, 2025 |
| Nov 24, 2025 | G | Genpact Ltd | Sale | $100,001 - $250,000 | Dec 10, 2025 |
| Nov 19, 2025 | SSD | Simpson Manufacturing Co. Inc | Sale | $50,001 - $100,000 | Dec 10, 2025 |
| Nov 26, 2025 | FCFS | FirstCash Holdings Inc | Sale | $15,001 - $50,000 | Dec 10, 2025 |
| Nov 14, 2025 | IFF | International Flavors & Fragrances Inc | Purchase | $50,001 - $100,000 | Dec 10, 2025 |
| Nov 4, 2025 | HUM | Humana Inc | Sale | $15,001 - $50,000 | Dec 10, 2025 |
| Nov 19, 2025 | ASML | ASML Holding NV | Sale | $1,001 - $15,000 | Dec 10, 2025 |
| Nov 13, 2025 | GPC | Genuine Parts Co | Purchase | $100,001 - $250,000 | Dec 10, 2025 |
| Oct 27, 2025 | PINS | Pinterest Inc | Sale | $15,001 - $50,000 | Nov 11, 2025 |
| Oct 10, 2025 | LEN | Lennar Corp | Purchase | $1,001 - $15,000 | Nov 11, 2025 |
| Oct 23, 2025 | ASML | ASML Holding NV | Sale | $1,001 - $15,000 | Nov 11, 2025 |
| Oct 27, 2025 | ADSK | AUTODESK Inc | Sale | $1,001 - $15,000 | Nov 11, 2025 |
| Oct 27, 2025 | CDNS | Cadence Design Systems Inc | Sale | $1,001 - $15,000 | Nov 11, 2025 |
| Oct 27, 2025 | PTC | PTC Inc | Sale | $1,001 - $15,000 | Nov 11, 2025 |
| Oct 3, 2025 | LEN | Lennar Corp | Purchase | $1,001 - $15,000 | Nov 11, 2025 |
| Oct 23, 2025 | GEV | GE VERNOVA INC | Purchase | $1,001 - $15,000 | Nov 11, 2025 |
| Oct 31, 2025 | NOW | ServiceNow Inc | Purchase | $1,001 - $15,000 | Nov 11, 2025 |
| Oct 30, 2025 | GOOGL | Alphabet Inc | Sale | $1,001 - $15,000 | Nov 11, 2025 |
| Oct 27, 2025 | VMC | Vulcan Materials Co | Sale | $1,001 - $15,000 | Nov 11, 2025 |
| Oct 30, 2025 | ASML | ASML Holding NV | Sale | $1,001 - $15,000 | Nov 11, 2025 |
| Oct 2, 2025 | SHEL | Shell PLC | Sale | $1,001 - $15,000 | Nov 11, 2025 |
| Oct 27, 2025 | GOOGL | Alphabet Inc (2) | Sale | $1,001 - $15,000 | Nov 11, 2025 |
| Oct 7, 2025 | ASML | ASML Holding NV | Sale | $1,001 - $15,000 | Nov 11, 2025 |
| Oct 27, 2025 | GOOGL | Alphabet Inc (1) | Sale | $1,001 - $15,000 | Nov 11, 2025 |
| Oct 27, 2025 | INTU | Intuit Inc | Sale | $1,001 - $15,000 | Nov 11, 2025 |
| Oct 15, 2025 | SHEL | Shell PLC | Sale | $1,001 - $15,000 | Nov 11, 2025 |
| Oct 31, 2025 | AVGO | Broadcom Inc | Purchase | $1,001 - $15,000 | Nov 11, 2025 |
| Oct 16, 2025 | GEV | GE VERNOVA INC | Purchase | $15,001 - $50,000 | Nov 11, 2025 |
| Oct 27, 2025 | AMZN | Amazon.com Inc | Sale | $1,001 - $15,000 | Nov 11, 2025 |
| Oct 27, 2025 | SAP | SAP SE | Sale | $15,001 - $50,000 | Nov 11, 2025 |
| Oct 27, 2025 | BKNG | Booking Holdings Inc | Sale | $1,001 - $15,000 | Nov 11, 2025 |
| Oct 16, 2025 | ASML | ASML Holding NV | Sale | $1,001 - $15,000 | Nov 11, 2025 |
| Oct 14, 2025 | LDNXF | London Stock Exchange Group PLC | Purchase | $15,001 - $50,000 | Nov 11, 2025 |
| Oct 31, 2025 | GOOGL | Alphabet Inc | Purchase | $15,001 - $50,000 | Nov 11, 2025 |
| Oct 27, 2025 | MLM | Martin Marietta Materials Inc | Sale | $1,001 - $15,000 | Nov 11, 2025 |
| Oct 27, 2025 | META | Meta Platforms Inc | Sale | $1,001 - $15,000 | Nov 11, 2025 |
| Oct 27, 2025 | MA | Mastercard Inc | Sale | $1,001 - $15,000 | Nov 11, 2025 |
| Oct 27, 2025 | AON | Aon PLC | Sale | $1,001 - $15,000 | Nov 11, 2025 |
| Oct 27, 2025 | MSFT | Microsoft Corp | Sale | $1,001 - $15,000 | Nov 11, 2025 |
| Oct 27, 2025 | GE | General Electric Co | Sale | $15,001 - $50,000 | Nov 11, 2025 |
| Oct 8, 2025 | META | Meta Platforms Inc | Sale | $1,001 - $15,000 | Nov 11, 2025 |
| Oct 14, 2025 | WDAY | Workday Inc | Purchase | $1,001 - $15,000 | Nov 11, 2025 |
| Oct 7, 2025 | LDNXF | London Stock Exchange Group PLC | Purchase | $15,001 - $50,000 | Nov 11, 2025 |
| Sep 8, 2025 | AER | AerCap Holdings NV | Sale | $1,001 - $15,000 | Oct 13, 2025 |
| Sep 12, 2025 | LDNXF | London Stock Exchange Group PLC | Purchase | $1,001 - $15,000 | Oct 13, 2025 |
| Sep 22, 2025 | DXCM | DexCom Inc | Purchase | $1,001 - $15,000 | Oct 13, 2025 |
| Sep 25, 2025 | DHR | Danaher Corp | Purchase | $1,001 - $15,000 | Oct 13, 2025 |
| Sep 11, 2025 | PLXS | Plexus Corp | Purchase | $1,001 - $15,000 | Oct 13, 2025 |
| Sep 9, 2025 | WDAY | Workday Inc | Purchase | $1,001 - $15,000 | Oct 13, 2025 |
| Sep 11, 2025 | ORCL | Oracle Corp | Purchase | $1,001 - $15,000 | Oct 13, 2025 |
| Sep 29, 2025 | ARTFX | ARTISAN HIGH INCOME FUND | Purchase | $500,001 - $1,000,000 | Oct 13, 2025 |
| Sep 29, 2025 | VTEB | VANGUARD TAX-EXEMPT BOND ETF | Purchase | $250,001 - $500,000 | Oct 13, 2025 |
| Sep 30, 2025 | VTEB | VANGUARD TAX-EXEMPT BOND ETF | Purchase | $100,001 - $250,000 | Oct 13, 2025 |
| Sep 18, 2025 | ARE | Alexandria Real Estate Equities Inc | Purchase | $50,001 - $100,000 | Oct 13, 2025 |
| Sep 4, 2025 | GOOGL | Alphabet Inc | Purchase | $1,001 - $15,000 | Oct 13, 2025 |
| Sep 8, 2025 | DT | Dynatrace Inc | Sale | $1,001 - $15,000 | Oct 13, 2025 |
| Sep 10, 2025 | WDAY | Workday Inc | Purchase | $1,001 - $15,000 | Oct 13, 2025 |
| Sep 9, 2025 | DHR | Danaher Corp | Purchase | $1,001 - $15,000 | Oct 13, 2025 |
| Sep 26, 2025 | TPR | Tapestry Inc | Sale | $50,001 - $100,000 | Oct 13, 2025 |
| Sep 24, 2025 | EQH | Equitable Holdings Inc | Sale | $50,001 - $100,000 | Oct 13, 2025 |
| Sep 9, 2025 | AVGO | Broadcom Inc | Purchase | $1,001 - $15,000 | Oct 13, 2025 |
| Sep 30, 2025 | META | Meta Platforms Inc | Sale | $1,001 - $15,000 | Oct 13, 2025 |
| Sep 3, 2025 | META | Meta Platforms Inc | Sale | $1,001 - $15,000 | Oct 13, 2025 |
| Sep 11, 2025 | ATR | AptarGroup Inc | Purchase | $1,001 - $15,000 | Oct 13, 2025 |
| Sep 23, 2025 | AER | AerCap Holdings NV | Sale | $1,001 - $15,000 | Oct 13, 2025 |
| Sep 8, 2025 | ANET | Arista Networks Inc | Sale | $15,001 - $50,000 | Oct 13, 2025 |
| Sep 26, 2025 | ASML | ASML Holding NV | Sale | $15,001 - $50,000 | Oct 13, 2025 |
| Sep 30, 2025 | EL | The Estee Lauder Cos Inc | Sale | $1,001 - $15,000 | Oct 13, 2025 |
| Sep 22, 2025 | NSIT | Insight Enterprises Inc | Purchase | $15,001 - $50,000 | Oct 13, 2025 |
| Sep 16, 2025 | NFLX | Netflix Inc | Purchase | $15,001 - $50,000 | Oct 13, 2025 |
| Sep 5, 2025 | LDNXF | London Stock Exchange Group PLC | Purchase | $15,001 - $50,000 | Oct 13, 2025 |
| Sep 26, 2025 | DLTR | Dollar Tree Inc | Purchase | $50,001 - $100,000 | Oct 13, 2025 |
| Sep 24, 2025 | ALLY | Ally Financial Inc | Purchase | $50,001 - $100,000 | Oct 13, 2025 |
| Sep 18, 2025 | GOOGL | Alphabet Inc (1) | Sale | $1,001 - $15,000 | Oct 13, 2025 |
| Sep 8, 2025 | AVGO | Broadcom Inc | Purchase | $15,001 - $50,000 | Oct 13, 2025 |
| Sep 22, 2025 | CNM | CORE & MAIN INC | Purchase | $15,001 - $50,000 | Oct 13, 2025 |
| Sep 22, 2025 | CSL | Carlisle Cos Inc | Purchase | $15,001 - $50,000 | Oct 13, 2025 |
| Sep 25, 2025 | NOW | ServiceNow Inc | Purchase | $15,001 - $50,000 | Oct 13, 2025 |
| Sep 30, 2025 | VTEB | VANGUARD TAX-EXEMPT BOND ETF | Purchase | $500,001 - $1,000,000 | Oct 13, 2025 |
| Sep 30, 2025 | ASML | ASML Holding NV | Sale | $1,001 - $15,000 | Oct 13, 2025 |
| Sep 16, 2025 | SNPS | Synopsys Inc | Sale | $1,001 - $15,000 | Oct 13, 2025 |
| Sep 25, 2025 | AMZN | Amazon.com Inc | Sale | $1,001 - $15,000 | Oct 13, 2025 |
| Sep 25, 2025 | SNPS | Synopsys Inc | Sale | $1,001 - $15,000 | Oct 13, 2025 |
| Sep 11, 2025 | DT | Dynatrace Inc | Sale | $15,001 - $50,000 | Oct 13, 2025 |
| Sep 29, 2025 | FFRHX | FIDELITY FLOATING RATE HIGH INCOME FUND | Purchase | $1,000,001 - $5,000,000 | Oct 13, 2025 |
| Sep 22, 2025 | ATR | AptarGroup Inc | Purchase | $15,001 - $50,000 | Oct 13, 2025 |
| Sep 22, 2025 | PRI | Primerica Inc | Purchase | $15,001 - $50,000 | Oct 13, 2025 |
| Sep 4, 2025 | WDAY | Workday Inc | Purchase | $15,001 - $50,000 | Oct 13, 2025 |
| Sep 19, 2025 | SHEL | Shell PLC | Sale | $15,001 - $50,000 | Oct 13, 2025 |
| Sep 22, 2025 | WTM | White Mountains Insurance Group Ltd | Purchase | $15,001 - $50,000 | Oct 13, 2025 |
| Sep 22, 2025 | MSA | MSA Safety Inc | Purchase | $15,001 - $50,000 | Oct 13, 2025 |
| Sep 30, 2025 | LDNXF | London Stock Exchange Group PLC | Purchase | $1,001 - $15,000 | Oct 13, 2025 |
| Sep 11, 2025 | NSIT | Insight Enterprises Inc | Purchase | $15,001 - $50,000 | Oct 13, 2025 |
| Sep 9, 2025 | DT | Dynatrace Inc | Sale | $1,001 - $15,000 | Oct 13, 2025 |
| Sep 4, 2025 | DT | Dynatrace Inc | Sale | $1,001 - $15,000 | Oct 13, 2025 |
| Sep 18, 2025 | GOOGL | Alphabet Inc (2) | Sale | $1,001 - $15,000 | Oct 13, 2025 |
| Sep 22, 2025 | DT | Dynatrace Inc | Sale | $15,001 - $50,000 | Oct 13, 2025 |
| Sep 16, 2025 | HWM | Howmet Aerospace Inc | Purchase | $15,001 - $50,000 | Oct 13, 2025 |
| Sep 16, 2025 | DT | Dynatrace Inc | Sale | $15,001 - $50,000 | Oct 13, 2025 |
| Sep 22, 2025 | NVT | nVent Electric PLC | Sale | $100,001 - $250,000 | Oct 13, 2025 |
| Sep 30, 2025 | CNM | CORE & MAIN INC | Purchase | $250,001 - $500,000 | Oct 13, 2025 |
| Sep 16, 2025 | SKX | Skechers U S A Inc | Sale | $100,001 - $250,000 | Oct 13, 2025 |
| Sep 18, 2025 | SUI | Sun Communities Inc | Sale | $100,001 - $250,000 | Oct 13, 2025 |
| Sep 2, 2025 | VWLUX | VANGUARD LONG TERM TAX EXEMPT FUND | Purchase | $1,001 - $15,000 | Oct 13, 2025 |
| Sep 30, 2025 | CNM | CORE & MAIN INC | Purchase | $1,000,001 - $5,000,000 | Oct 13, 2025 |
| Jun 28, 2024 | DFCEX | DFA EMERGING MARKETS CORE EQUITY PORTFOL... | Purchase | $15,001 - $50,000 | Sep 26, 2025 |
| Jun 30, 2025 | DFCEX | DFA EMERGING MARKETS CORE EQUITY PORTFOL... | Purchase | $15,001 - $50,000 | Sep 26, 2025 |
| Mar 28, 2025 | VTI | Vanguard Total Stock Market ETF | Purchase | $15,001 - $50,000 | Sep 26, 2025 |
| Jul 1, 2024 | VTI | Vanguard Total Stock Market ETF | Purchase | $1,001 - $15,000 | Sep 26, 2025 |
| Dec 20, 2024 | HLMIX | HARDING LOEVNER INTERNATIONAL EQUITY POR... | Purchase | $50,001 - $100,000 | Sep 26, 2025 |
| Dec 20, 2024 | NWHVX | NATIONWIDE GENEVA MID CAP GROWTH FUND | Purchase | $15,001 - $50,000 | Sep 26, 2025 |
| Mar 25, 2024 | MAR | Marriott International Inc | Exchange | $100,001 - $250,000 | Sep 26, 2025 |
| Mar 25, 2024 | META | Meta Platforms Inc | Exchange | $250,001 - $500,000 | Sep 26, 2025 |
| Mar 25, 2024 | MSFT | Microsoft Corp | Exchange | $250,001 - $500,000 | Sep 26, 2025 |
| Mar 25, 2024 | NFLX | Netflix Inc | Exchange | $250,001 - $500,000 | Sep 26, 2025 |
| Mar 25, 2024 | SAFRY | Safran SA | Exchange | $100,001 - $250,000 | Sep 26, 2025 |
| Mar 25, 2024 | SAP | SAP SE | Exchange | $100,001 - $250,000 | Sep 26, 2025 |
| Mar 25, 2024 | WWD | Woodward Inc | Exchange | $100,001 - $250,000 | Sep 26, 2025 |
| Mar 31, 2025 | VTI | Vanguard Total Stock Market ETF | Purchase | $1,001 - $15,000 | Sep 26, 2025 |
| Jul 2, 2024 | VTI | Vanguard Total Stock Market ETF | Purchase | $1,001 - $15,000 | Sep 26, 2025 |
| Dec 24, 2024 | VTI | Vanguard Total Stock Market ETF (2) | Purchase | $1,001 - $15,000 | Sep 26, 2025 |
| Dec 24, 2024 | VTI | Vanguard Total Stock Market ETF | Purchase | $1,001 - $15,000 | Sep 26, 2025 |
| Jun 27, 2025 | MSDA | MSD ACQUISITION CORP | Purchase | $1,001 - $15,000 | Sep 26, 2025 |
| Mar 27, 2025 | MSDA | MSD ACQUISITION CORP | Purchase | $1,001 - $15,000 | Sep 26, 2025 |
| Jun 27, 2024 | MSDA | MSD ACQUISITION CORP | Purchase | $1,001 - $15,000 | Sep 26, 2025 |
| Dec 20, 2024 | HLMIX | HARDING LOEVNER INTERNATIONAL EQUITY POR... | Purchase | $100,001 - $250,000 | Sep 26, 2025 |
| Dec 20, 2024 | HLMIX | HARDING LOEVNER INTERNATIONAL EQUITY POR... | Purchase | $15,001 - $50,000 | Sep 26, 2025 |
| Sep 30, 2024 | VTI | Vanguard Total Stock Market ETF | Purchase | $15,001 - $50,000 | Sep 26, 2025 |
| Dec 24, 2024 | VTI | Vanguard Total Stock Market ETF | Purchase | $15,001 - $50,000 | Sep 26, 2025 |
| Jul 1, 2024 | VTI | Vanguard Total Stock Market ETF | Purchase | $15,001 - $50,000 | Sep 26, 2025 |
| Mar 31, 2025 | DFCEX | DFA EMERGING MARKETS CORE EQUITY PORTFOL... | Purchase | $1,001 - $15,000 | Sep 26, 2025 |
| Jul 1, 2024 | VTI | Vanguard Total Stock Market ETF (1) | Purchase | $1,001 - $15,000 | Sep 26, 2025 |
| Mar 28, 2025 | VTI | Vanguard Total Stock Market ETF (1) | Purchase | $1,001 - $15,000 | Sep 26, 2025 |
| Mar 28, 2025 | VTI | Vanguard Total Stock Market ETF (2) | Purchase | $1,001 - $15,000 | Sep 26, 2025 |
| Sep 30, 2024 | DFCEX | DFA EMERGING MARKETS CORE EQUITY PORTFOL... | Purchase | $1,001 - $15,000 | Sep 26, 2025 |
| Dec 20, 2024 | HLMIX | HARDING LOEVNER INTERNATIONAL EQUITY POR... | Purchase | $1,001 - $15,000 | Sep 26, 2025 |
| Mar 25, 2024 | VTI | Vanguard Total Stock Market ETF (2) | Purchase | $1,001 - $15,000 | Sep 26, 2025 |
| Mar 25, 2024 | VTI | Vanguard Total Stock Market ETF (1) | Purchase | $1,001 - $15,000 | Sep 26, 2025 |
| Mar 28, 2024 | VTI | Vanguard Total Stock Market ETF | Purchase | $1,001 - $15,000 | Sep 26, 2025 |
| Mar 28, 2025 | VTI | Vanguard Total Stock Market ETF | Purchase | $1,001 - $15,000 | Sep 26, 2025 |
| Mar 28, 2024 | DFCEX | DFA EMERGING MARKETS CORE EQUITY PORTFOL... | Purchase | $1,001 - $15,000 | Sep 26, 2025 |
| Dec 11, 2024 | DFCEX | DFA EMERGING MARKETS CORE EQUITY PORTFOL... | Purchase | $1,001 - $15,000 | Sep 26, 2025 |
| Sep 27, 2024 | MSDA | MSD ACQUISITION CORP | Purchase | $1,001 - $15,000 | Sep 26, 2025 |
| Mar 25, 2024 | COP | ConocoPhillips | Exchange | $250,001 - $500,000 | Sep 26, 2025 |
| Mar 25, 2024 | ELV | Elevance Health Inc | Exchange | $100,001 - $250,000 | Sep 26, 2025 |
| Mar 25, 2024 | GELK | General Electric Capital Corp | Exchange | $250,001 - $500,000 | Sep 26, 2025 |
| Mar 25, 2024 | GS | The Goldman Sachs Group Inc | Exchange | $100,001 - $250,000 | Sep 26, 2025 |
| Mar 25, 2024 | HLT | Hilton Worldwide Holdings Inc | Exchange | $100,001 - $250,000 | Sep 26, 2025 |
| Mar 25, 2024 | SHEL | Shell PLC | Exchange | $250,001 - $500,000 | Sep 26, 2025 |
| Mar 25, 2024 | TSM | Taiwan Semiconductor Manufacturing Co Lt... | Exchange | $100,001 - $250,000 | Sep 26, 2025 |
| Mar 25, 2024 | UNH | Unitedhealth Group Inc | Exchange | $250,001 - $500,000 | Sep 26, 2025 |
| Mar 25, 2024 | V | Visa Inc | Exchange | $50,001 - $100,000 | Sep 26, 2025 |
| Mar 25, 2024 | WFC | Wells Fargo & Co | Exchange | $100,001 - $250,000 | Sep 26, 2025 |
| Mar 25, 2024 | VTI | Vanguard Total Stock Market ETF | Purchase | $15,001 - $50,000 | Sep 26, 2025 |
| Mar 28, 2024 | MSDA | MSD ACQUISITION CORP | Purchase | $1,001 - $15,000 | Sep 26, 2025 |
| Mar 25, 2024 | CMCSA | Comcast Corp | Exchange | $100,001 - $250,000 | Sep 26, 2025 |
| Mar 25, 2024 | COF | Capital One Financial Corp | Exchange | $100,001 - $250,000 | Sep 26, 2025 |
| Mar 25, 2024 | AMZN | Amazon.com Inc | Exchange | $250,001 - $500,000 | Sep 26, 2025 |
| Mar 25, 2024 | GOOGL | Alphabet Inc | Exchange | $250,001 - $500,000 | Sep 26, 2025 |
| Mar 25, 2024 | GOOGL | Alphabet Inc | Exchange | $100,001 - $250,000 | Sep 26, 2025 |
| Mar 25, 2024 | EAGL | EAGLE CAPITAL SEL EQUITY ETF | Exchange | $1,000,001 - $5,000,000 | Sep 26, 2025 |
| Dec 11, 2024 | DFCEX | DFA EMERGING MARKETS CORE EQUITY PORTFOL... | Purchase | $1,001 - $15,000 | Sep 26, 2025 |
| Dec 11, 2024 | DFCEX | DFA EMERGING MARKETS CORE EQUITY PORTFOL... | Purchase | $1,001 - $15,000 | Sep 26, 2025 |
| Jun 28, 2024 | DFCEX | DFA EMERGING MARKETS CORE EQUITY PORTFOL... | Purchase | $1,001 - $15,000 | Sep 26, 2025 |
| Jun 28, 2024 | DFCEX | DFA EMERGING MARKETS CORE EQUITY PORTFOL... | Purchase | $1,001 - $15,000 | Sep 26, 2025 |
| Jun 30, 2025 | DFCEX | DFA EMERGING MARKETS CORE EQUITY PORTFOL... | Purchase | $1,001 - $15,000 | Sep 26, 2025 |
| Sep 30, 2024 | VTI | Vanguard Total Stock Market ETF (2) | Purchase | $1,001 - $15,000 | Sep 26, 2025 |
| Mar 31, 2025 | DFCEX | DFA EMERGING MARKETS CORE EQUITY PORTFOL... | Purchase | $1,001 - $15,000 | Sep 26, 2025 |
| Mar 28, 2024 | DFCEX | DFA EMERGING MARKETS CORE EQUITY PORTFOL... | Purchase | $1,001 - $15,000 | Sep 26, 2025 |
| Mar 28, 2024 | DFCEX | DFA EMERGING MARKETS CORE EQUITY PORTFOL... | Purchase | $1,001 - $15,000 | Sep 26, 2025 |
| Jun 30, 2025 | DFCEX | DFA EMERGING MARKETS CORE EQUITY PORTFOL... | Purchase | $1,001 - $15,000 | Sep 26, 2025 |
| Dec 27, 2024 | MSDA | MSD ACQUISITION CORP | Purchase | $1,001 - $15,000 | Sep 26, 2025 |
| Jun 5, 2024 | MSDA | MSD ACQUISITION CORP | Purchase | $50,001 - $100,000 | Sep 26, 2025 |
| Sep 30, 2024 | DFCEX | DFA EMERGING MARKETS CORE EQUITY PORTFOL... | Purchase | $1,001 - $15,000 | Sep 26, 2025 |
| Jul 1, 2024 | VTI | Vanguard Total Stock Market ETF (2) | Purchase | $1,001 - $15,000 | Sep 26, 2025 |
| Dec 20, 2024 | HLMIX | HARDING LOEVNER INTERNATIONAL EQUITY POR... | Purchase | $1,001 - $15,000 | Sep 26, 2025 |
| Dec 20, 2024 | HLMIX | HARDING LOEVNER INTERNATIONAL EQUITY POR... | Purchase | $1,001 - $15,000 | Sep 26, 2025 |
| Sep 30, 2024 | VTI | Vanguard Total Stock Market ETF | Purchase | $1,001 - $15,000 | Sep 26, 2025 |
| Mar 25, 2024 | VTI | Vanguard Total Stock Market ETF | Purchase | $1,001 - $15,000 | Sep 26, 2025 |
| Dec 24, 2024 | VTI | Vanguard Total Stock Market ETF (1) | Purchase | $1,001 - $15,000 | Sep 26, 2025 |
| Sep 30, 2024 | VTI | Vanguard Total Stock Market ETF (1) | Purchase | $1,001 - $15,000 | Sep 26, 2025 |
| Sep 30, 2024 | DFCEX | DFA EMERGING MARKETS CORE EQUITY PORTFOL... | Purchase | $15,001 - $50,000 | Sep 26, 2025 |
| Dec 11, 2024 | DFCEX | DFA EMERGING MARKETS CORE EQUITY PORTFOL... | Purchase | $15,001 - $50,000 | Sep 26, 2025 |
| Dec 26, 2024 | VTI | Vanguard Total Stock Market ETF | Purchase | $1,001 - $15,000 | Sep 26, 2025 |
| Aug 15, 2025 | AVGO | Broadcom Inc | Purchase | $50,001 - $100,000 | Sep 12, 2025 |
| Aug 5, 2025 | PLXS | Plexus Corp | Purchase | $50,001 - $100,000 | Sep 12, 2025 |
| Aug 20, 2025 | ORCL | Oracle Corp | Purchase | $50,001 - $100,000 | Sep 12, 2025 |
| Jun 27, 2025 | GEV | GE VERNOVA INC | Sale | $15,001 - $50,000 | Jul 9, 2025 |
| Jun 16, 2025 | INTU | Intuit Inc | Sale | $15,001 - $50,000 | Jul 9, 2025 |
| Jun 2, 2025 | PROSY | Prosus NV | Sale | $15,001 - $50,000 | Jul 9, 2025 |
| Jun 9, 2025 | META | Meta Platforms Inc (2) | Sale | $1,001 - $15,000 | Jul 9, 2025 |
| Jun 16, 2025 | CHTR | Charter Communications Inc | Sale | $15,001 - $50,000 | Jul 9, 2025 |
| Jun 16, 2025 | CDNS | Cadence Design Systems Inc | Sale | $15,001 - $50,000 | Jul 9, 2025 |
| Jun 16, 2025 | NFLX | Netflix Inc | Sale | $15,001 - $50,000 | Jul 9, 2025 |
| Jun 16, 2025 | BKNG | Booking Holdings Inc | Sale | $15,001 - $50,000 | Jul 9, 2025 |
| Jun 16, 2025 | ABT | Abbott Laboratories | Sale | $15,001 - $50,000 | Jul 9, 2025 |
| Jun 16, 2025 | SAP | SAP SE | Sale | $15,001 - $50,000 | Jul 9, 2025 |
| Jun 16, 2025 | WWD | Woodward Inc | Sale | $15,001 - $50,000 | Jul 9, 2025 |
| Jun 11, 2025 | GEV | GE VERNOVA INC | Sale | $1,001 - $15,000 | Jul 9, 2025 |
| Jun 3, 2025 | PROSY | Prosus NV | Sale | $1,001 - $15,000 | Jul 9, 2025 |
| Jun 20, 2025 | GEV | GE VERNOVA INC | Sale | $1,001 - $15,000 | Jul 9, 2025 |
| Jun 23, 2025 | GEV | GE VERNOVA INC | Sale | $1,001 - $15,000 | Jul 9, 2025 |
| Jun 16, 2025 | META | Meta Platforms Inc | Sale | $15,001 - $50,000 | Jul 9, 2025 |
| Jun 16, 2025 | SAFRY | Safran SA | Sale | $15,001 - $50,000 | Jul 9, 2025 |
| Jun 4, 2025 | CNM | CORE & MAIN INC | Sale | $15,001 - $50,000 | Jul 9, 2025 |
| Jun 16, 2025 | MSFT | Microsoft Corp | Sale | $15,001 - $50,000 | Jul 9, 2025 |
| Jun 18, 2025 | ASML | ASML Holding NV | Purchase | $15,001 - $50,000 | Jul 9, 2025 |
| Jun 23, 2025 | ASML | ASML Holding NV | Purchase | $15,001 - $50,000 | Jul 9, 2025 |
| Jun 16, 2025 | MA | Mastercard Inc | Sale | $15,001 - $50,000 | Jul 9, 2025 |
| Jun 16, 2025 | DXCM | DexCom Inc | Sale | $15,001 - $50,000 | Jul 9, 2025 |
| Jun 16, 2025 | LEN | Lennar Corp | Sale | $15,001 - $50,000 | Jul 9, 2025 |
| Jun 6, 2025 | GEV | GE VERNOVA INC | Sale | $1,001 - $15,000 | Jul 9, 2025 |
| Jun 16, 2025 | MLM | Martin Marietta Materials Inc | Sale | $1,001 - $15,000 | Jul 9, 2025 |
| Jun 9, 2025 | SNPS | Synopsys Inc | Sale | $1,001 - $15,000 | Jul 9, 2025 |
| Jun 16, 2025 | WFC | Wells Fargo & Co | Sale | $1,001 - $15,000 | Jul 9, 2025 |
| Jun 26, 2025 | ASML | ASML Holding NV | Purchase | $1,001 - $15,000 | Jul 9, 2025 |
| Jun 16, 2025 | GOOGL | Alphabet Inc (2) | Sale | $1,001 - $15,000 | Jul 9, 2025 |
| Jun 16, 2025 | HLT | Hilton Worldwide Holdings Inc | Sale | $1,001 - $15,000 | Jul 9, 2025 |
| Jun 16, 2025 | SNPS | Synopsys Inc | Sale | $1,001 - $15,000 | Jul 9, 2025 |
| Jun 12, 2025 | AER | AerCap Holdings NV | Sale | $1,001 - $15,000 | Jul 9, 2025 |
| Jun 16, 2025 | LBRDA | Liberty Broadband Corp | Sale | $1,001 - $15,000 | Jul 9, 2025 |
| Jun 16, 2025 | GOOGL | Alphabet Inc (1) | Sale | $1,001 - $15,000 | Jul 9, 2025 |
| Jun 9, 2025 | META | Meta Platforms Inc (1) | Sale | $1,001 - $15,000 | Jul 9, 2025 |
| Jun 12, 2025 | ASML | ASML Holding NV | Purchase | $15,001 - $50,000 | Jul 9, 2025 |
| Jun 16, 2025 | AON | Aon PLC | Sale | $1,001 - $15,000 | Jul 9, 2025 |
| Jun 16, 2025 | ASML | ASML Holding NV | Sale | $15,001 - $50,000 | Jul 9, 2025 |
| Jun 30, 2025 | WFC | Wells Fargo & Co | Sale | $1,001 - $15,000 | Jul 9, 2025 |
| Jun 16, 2025 | GEV | GE VERNOVA INC | Sale | $1,001 - $15,000 | Jul 9, 2025 |
| Jun 16, 2025 | PTC | PTC Inc | Sale | $1,001 - $15,000 | Jul 9, 2025 |
| Jun 16, 2025 | TSM | Taiwan Semiconductor Manufacturing Co Lt... | Sale | $15,001 - $50,000 | Jul 9, 2025 |
| Jun 9, 2025 | SAP | SAP SE | Sale | $1,001 - $15,000 | Jul 9, 2025 |
| Jun 11, 2025 | RHI | Robert Half International Inc | Sale | $15,001 - $50,000 | Jul 9, 2025 |
| Jun 9, 2025 | AVGO | Broadcom Inc | Purchase | $15,001 - $50,000 | Jul 9, 2025 |
| Jun 16, 2025 | VMC | Vulcan Materials Co | Sale | $1,001 - $15,000 | Jul 9, 2025 |
| Jun 26, 2025 | LEN | Lennar Corp | Purchase | $1,001 - $15,000 | Jul 9, 2025 |
| Jun 6, 2025 | HWM | Howmet Aerospace Inc | Sale | $1,001 - $15,000 | Jul 9, 2025 |
| Jun 2, 2025 | DXCM | DexCom Inc | Purchase | $15,001 - $50,000 | Jul 9, 2025 |
| Jun 9, 2025 | HWM | Howmet Aerospace Inc | Sale | $1,001 - $15,000 | Jul 9, 2025 |
| Jun 16, 2025 | HWM | Howmet Aerospace Inc | Sale | $15,001 - $50,000 | Jul 9, 2025 |
| Jun 16, 2025 | GE | General Electric Co | Sale | $15,001 - $50,000 | Jul 9, 2025 |
| Jun 12, 2025 | GEV | GE VERNOVA INC | Sale | $1,001 - $15,000 | Jul 9, 2025 |
| Jun 10, 2025 | GEV | GE VERNOVA INC | Sale | $1,001 - $15,000 | Jul 9, 2025 |
| Jun 9, 2025 | GOOGL | Alphabet Inc | Sale | $1,001 - $15,000 | Jul 9, 2025 |
| Jun 5, 2025 | GOOGL | Alphabet Inc | Sale | $1,001 - $15,000 | Jul 9, 2025 |
| Jun 30, 2025 | DHR | Danaher Corp | Purchase | $1,001 - $15,000 | Jul 9, 2025 |
| Jun 26, 2025 | DHR | Danaher Corp | Purchase | $15,001 - $50,000 | Jul 9, 2025 |
| Jun 13, 2025 | ASML | ASML Holding NV | Purchase | $15,001 - $50,000 | Jul 9, 2025 |
| Jun 9, 2025 | ASML | ASML Holding NV | Purchase | $50,001 - $100,000 | Jul 9, 2025 |
| Jun 9, 2025 | G | Genpact Ltd | Sale | $15,001 - $50,000 | Jul 9, 2025 |
| Jun 27, 2025 | SNPS | Synopsys Inc | Sale | $15,001 - $50,000 | Jul 9, 2025 |
| Jun 16, 2025 | ADSK | AUTODESK Inc | Sale | $15,001 - $50,000 | Jul 9, 2025 |
| Jun 6, 2025 | ADSK | AUTODESK Inc | Sale | $1,001 - $15,000 | Jul 9, 2025 |
| Jun 6, 2025 | AVGO | Broadcom Inc | Purchase | $50,001 - $100,000 | Jul 9, 2025 |
| Jun 20, 2025 | DHR | Danaher Corp | Purchase | $50,001 - $100,000 | Jul 9, 2025 |
| May 12, 2025 | NUE | Nucor Corp | Purchase | $100,001 - $250,000 | Jun 12, 2025 |
| May 1, 2025 | PROSY | Prosus NV | Sale | $15,001 - $50,000 | Jun 12, 2025 |
| May 14, 2025 | PROSY | Prosus NV | Sale | $15,001 - $50,000 | Jun 12, 2025 |
| May 19, 2025 | ST | Sensata Technologies Holding PLC | Sale | $50,001 - $100,000 | Jun 12, 2025 |
| May 15, 2025 | LPX | LOUISIANA-PACIFIC CORP | Purchase | $50,001 - $100,000 | Jun 12, 2025 |
| May 28, 2025 | COF | Capital One Financial Corp | Sale | $1,001 - $15,000 | Jun 12, 2025 |
| May 1, 2025 | VWLUX | VANGUARD LONG TERM TAX EXEMPT FUND | Purchase | $1,001 - $15,000 | Jun 12, 2025 |
| May 15, 2025 | V | Visa Inc | Sale | $15,001 - $50,000 | Jun 12, 2025 |
| May 28, 2025 | WDAY | Workday Inc | Purchase | $1,001 - $15,000 | Jun 12, 2025 |
| May 21, 2025 | WFC | Wells Fargo & Co | Sale | $1,001 - $15,000 | Jun 12, 2025 |
| May 12, 2025 | GPN | GLOBAL PAYMENTS Inc | Sale | $100,001 - $250,000 | Jun 12, 2025 |
| May 1, 2025 | ZION | Zions Bancorporation National Associatio... | Purchase | $15,001 - $50,000 | Jun 12, 2025 |
| May 19, 2025 | HUM | Humana Inc | Purchase | $50,001 - $100,000 | Jun 12, 2025 |
| May 16, 2025 | UNH | Unitedhealth Group Inc | Purchase | $15,001 - $50,000 | Jun 12, 2025 |
| May 15, 2025 | DT | Dynatrace Inc | Purchase | $15,001 - $50,000 | Jun 12, 2025 |
| May 20, 2025 | UNH | Unitedhealth Group Inc | Purchase | $50,001 - $100,000 | Jun 12, 2025 |
| May 19, 2025 | HUM | Humana Inc | Purchase | $15,001 - $50,000 | Jun 12, 2025 |
| May 28, 2025 | HUM | Humana Inc | Purchase | $15,001 - $50,000 | Jun 12, 2025 |
| May 19, 2025 | MRK | Merck & Co Inc | Purchase | $50,001 - $100,000 | Jun 12, 2025 |
| May 19, 2025 | KHC | The Kraft Heinz Co | Sale | $100,001 - $250,000 | Jun 12, 2025 |
| May 19, 2025 | SWK | Stanley Black & Decker Inc | Purchase | $100,001 - $250,000 | Jun 12, 2025 |
| Apr 23, 2025 | SKX | Skechers U S A Inc | Sale | $50,001 - $100,000 | May 15, 2025 |
| Apr 14, 2025 | G | Genpact Ltd | Sale | $15,001 - $50,000 | May 15, 2025 |
| Apr 28, 2025 | ANET | Arista Networks Inc | Sale | $50,001 - $100,000 | May 15, 2025 |
| Apr 2, 2025 | MRK | Merck & Co Inc | Purchase | $100,001 - $250,000 | May 15, 2025 |
| Apr 7, 2025 | SWK | Stanley Black & Decker Inc | Purchase | $100,001 - $250,000 | May 15, 2025 |
| Apr 8, 2025 | AMD | Advanced Micro Devices Inc | Sale | $100,001 - $250,000 | May 15, 2025 |
| Apr 8, 2025 | AJG | Arthur J. Gallagher & Co | Sale | $100,001 - $250,000 | May 15, 2025 |
| Apr 10, 2025 | NUE | Nucor Corp | Purchase | $100,001 - $250,000 | May 15, 2025 |
| Apr 10, 2025 | HUM | Humana Inc | Purchase | $100,001 - $250,000 | May 15, 2025 |
| Apr 8, 2025 | DXCM | DexCom Inc | Purchase | $50,001 - $100,000 | May 15, 2025 |
| Apr 4, 2025 | NVT | nVent Electric PLC | Purchase | $15,001 - $50,000 | May 15, 2025 |
| Apr 4, 2025 | SKX | Skechers U S A Inc | Purchase | $15,001 - $50,000 | May 15, 2025 |
| Apr 1, 2025 | LEN | Lennar Corp | Purchase | $1,001 - $15,000 | May 15, 2025 |
| Apr 21, 2025 | PROSY | Prosus NV | Sale | $15,001 - $50,000 | May 15, 2025 |
| Apr 2, 2025 | AON | Aon PLC | Sale | $1,001 - $15,000 | May 15, 2025 |
| Apr 14, 2025 | AON | Aon PLC | Sale | $1,001 - $15,000 | May 15, 2025 |
| Apr 11, 2025 | META | Meta Platforms Inc | Sale | $1,001 - $15,000 | May 15, 2025 |
| Apr 23, 2025 | SHEL | Shell PLC | Sale | $1,001 - $15,000 | May 15, 2025 |
| Apr 14, 2025 | SHEL | Shell PLC | Sale | $15,001 - $50,000 | May 15, 2025 |
| Apr 11, 2025 | AMZN | Amazon.com Inc | Sale | $15,001 - $50,000 | May 15, 2025 |
| Apr 14, 2025 | BJ | BJ's Wholesale Club Holdings Inc | Sale | $15,001 - $50,000 | May 15, 2025 |
| Apr 2, 2025 | KHC | The Kraft Heinz Co | Sale | $100,001 - $250,000 | May 15, 2025 |
| Apr 1, 2025 | VWLUX | VANGUARD LONG TERM TAX EXEMPT FUND | Sale | $1,001 - $15,000 | May 15, 2025 |
| Apr 1, 2025 | DFCEX | DFA EMERGING MARKETS CORE EQUITY PORTFOL... | Sale | $1,001 - $15,000 | May 15, 2025 |
| Apr 4, 2025 | BJ | BJ's Wholesale Club Holdings Inc | Sale | $15,001 - $50,000 | May 15, 2025 |
| Apr 2, 2025 | BJ | BJ's Wholesale Club Holdings Inc | Sale | $15,001 - $50,000 | May 15, 2025 |
| Apr 8, 2025 | DLTR | Dollar Tree Inc | Purchase | $50,001 - $100,000 | May 15, 2025 |
| Apr 10, 2025 | DOW | Dow Inc | Sale | $100,001 - $250,000 | May 15, 2025 |
| Apr 10, 2025 | CVS | CVS Health Corp | Sale | $100,001 - $250,000 | May 15, 2025 |
| Apr 23, 2025 | COP | ConocoPhillips | Purchase | $1,001 - $15,000 | May 15, 2025 |
| Apr 14, 2025 | COP | ConocoPhillips | Purchase | $1,001 - $15,000 | May 15, 2025 |
| Apr 15, 2025 | COP | ConocoPhillips | Purchase | $1,001 - $15,000 | May 15, 2025 |
| Apr 11, 2025 | GOOGL | Alphabet Inc (2) | Sale | $1,001 - $15,000 | May 15, 2025 |
| Apr 11, 2025 | GOOGL | Alphabet Inc (1) | Sale | $1,001 - $15,000 | May 15, 2025 |
| Apr 1, 2025 | PTC | PTC Inc | Purchase | $50,001 - $100,000 | May 15, 2025 |
| Apr 15, 2025 | MSA | MSA Safety Inc | Purchase | $50,001 - $100,000 | May 15, 2025 |
| Apr 8, 2025 | AMZN | Amazon.com Inc | Purchase | $15,001 - $50,000 | May 15, 2025 |
| Apr 8, 2025 | NVDA | NVIDIA Corporation | Purchase | $15,001 - $50,000 | May 15, 2025 |
| Apr 8, 2025 | AVGO | Broadcom Inc | Purchase | $15,001 - $50,000 | May 15, 2025 |
| Apr 8, 2025 | FTNT | Fortinet Inc | Purchase | $15,001 - $50,000 | May 15, 2025 |
| Apr 24, 2025 | UNH | Unitedhealth Group Inc | Purchase | $15,001 - $50,000 | May 15, 2025 |
| Apr 8, 2025 | NFLX | Netflix Inc | Purchase | $50,001 - $100,000 | May 15, 2025 |
| Apr 8, 2025 | GEV | GE VERNOVA INC | Purchase | $50,001 - $100,000 | May 15, 2025 |
| Apr 4, 2025 | OMF | OneMain Holdings Inc | Purchase | $15,001 - $50,000 | May 15, 2025 |
| Apr 28, 2025 | FI | Fiserv Inc | Purchase | $50,001 - $100,000 | May 15, 2025 |
| Apr 8, 2025 | DT | Dynatrace Inc | Purchase | $15,001 - $50,000 | May 15, 2025 |
| Apr 7, 2025 | ARW | Arrow Electronics Inc | Purchase | $15,001 - $50,000 | May 15, 2025 |
| Apr 10, 2025 | CACI | CACI International Inc | Purchase | $100,001 - $250,000 | May 15, 2025 |
| Apr 4, 2025 | NSIT | Insight Enterprises Inc | Purchase | $15,001 - $50,000 | May 15, 2025 |
| Apr 11, 2025 | SSD | Simpson Manufacturing Co. Inc | Purchase | $15,001 - $50,000 | May 15, 2025 |
| Apr 8, 2025 | UBER | Uber Technologies Inc | Purchase | $15,001 - $50,000 | May 15, 2025 |
| Mar 12, 2025 | OMF | OneMain Holdings Inc | Purchase | $15,001 - $50,000 | Apr 18, 2025 |
| Mar 18, 2025 | PROSY | Prosus NV | Sale | $1,001 - $15,000 | Apr 18, 2025 |
| Mar 13, 2025 | NFLX | Netflix Inc | Purchase | $15,001 - $50,000 | Apr 18, 2025 |
| Mar 17, 2025 | MLM | Martin Marietta Materials Inc | Purchase | $15,001 - $50,000 | Apr 18, 2025 |
| Mar 10, 2025 | AAPL | Apple Inc | Sale | $100,001 - $250,000 | Apr 18, 2025 |
| Mar 21, 2025 | VMC | Vulcan Materials Co | Purchase | $15,001 - $50,000 | Apr 18, 2025 |
| Mar 6, 2025 | V | Visa Inc | Sale | $1,001 - $15,000 | Apr 18, 2025 |
| Mar 6, 2025 | CACI | CACI International Inc | Purchase | $100,001 - $250,000 | Apr 18, 2025 |
| Mar 13, 2025 | UNH | Unitedhealth Group Inc | Purchase | $15,001 - $50,000 | Apr 18, 2025 |
| Mar 4, 2025 | KHC | The Kraft Heinz Co | Purchase | $50,001 - $100,000 | Apr 18, 2025 |
| Mar 6, 2025 | NFG | National Fuel Gas Co | Sale | $50,001 - $100,000 | Apr 18, 2025 |
| Mar 17, 2025 | LPLA | LPL Financial Holdings Inc | Sale | $50,001 - $100,000 | Apr 18, 2025 |
| Mar 4, 2025 | T | AT&T Inc | Sale | $15,001 - $50,000 | Apr 18, 2025 |
| Mar 17, 2025 | SUI | Sun Communities Inc | Purchase | $15,001 - $50,000 | Apr 18, 2025 |
| Mar 14, 2025 | WWD | Woodward Inc | Purchase | $15,001 - $50,000 | Apr 18, 2025 |
| Mar 10, 2025 | NVT | nVent Electric PLC | Purchase | $15,001 - $50,000 | Apr 18, 2025 |
| Mar 18, 2023 | CMCSA | Comcast Corp | Purchase | $15,001 - $50,000 | Apr 18, 2025 |
| Mar 31, 2025 | VTI | Vanguard Total Stock Market ETF | Purchase | $1,001 - $15,000 | Apr 18, 2025 |
| Mar 13, 2025 | DXCM | DexCom Inc | Purchase | $15,001 - $50,000 | Apr 18, 2025 |
| Mar 4, 2025 | EL | The Estee Lauder Cos Inc | Purchase | $1,001 - $15,000 | Apr 18, 2025 |
| Mar 12, 2025 | V | Visa Inc | Sale | $1,001 - $15,000 | Apr 18, 2025 |
| Mar 6, 2025 | SAFRY | Safran SA | Sale | $1,001 - $15,000 | Apr 18, 2025 |
| Mar 18, 2025 | MSFT | Microsoft Corp | Purchase | $15,001 - $50,000 | Apr 18, 2025 |
| Mar 3, 2025 | VWLUX | VANGUARD LONG TERM TAX EXEMPT FUND | Purchase | $1,001 - $15,000 | Apr 18, 2025 |
| Mar 6, 2025 | PROSY | Prosus NV | Sale | $1,001 - $15,000 | Apr 18, 2025 |
| Mar 14, 2025 | V | Visa Inc | Sale | $15,001 - $50,000 | Apr 18, 2025 |
| Mar 19, 2025 | CHTR | Charter Communications Inc | Sale | $15,001 - $50,000 | Apr 18, 2025 |
| Mar 26, 2025 | AON | Aon PLC | Sale | $15,001 - $50,000 | Apr 18, 2025 |
| Mar 4, 2025 | TRS | TriMas Corp | Sale | $15,001 - $50,000 | Apr 18, 2025 |
| Mar 10, 2025 | AVGO | Broadcom Inc | Purchase | $15,001 - $50,000 | Apr 18, 2025 |
| Mar 25, 2025 | LEN | Lennar Corp | Purchase | $15,001 - $50,000 | Apr 18, 2025 |
| Mar 5, 2025 | EL | The Estee Lauder Cos Inc | Purchase | $15,001 - $50,000 | Apr 18, 2025 |
| Mar 10, 2025 | VVV | Valvoline Inc | Purchase | $15,001 - $50,000 | Apr 18, 2025 |
| Mar 10, 2025 | LDNXF | London Stock Exchange Group PLC | Purchase | $15,001 - $50,000 | Apr 18, 2025 |
| Mar 11, 2025 | V | Visa Inc | Sale | $1,001 - $15,000 | Apr 18, 2025 |
| Mar 11, 2025 | AON | Aon PLC | Sale | $15,001 - $50,000 | Apr 18, 2025 |
| Mar 19, 2025 | AON | Aon PLC | Sale | $15,001 - $50,000 | Apr 18, 2025 |
| Mar 31, 2025 | INTU | Intuit Inc | Purchase | $50,001 - $100,000 | Apr 18, 2025 |
| Mar 13, 2025 | LEN | Lennar Corp | Purchase | $50,001 - $100,000 | Apr 18, 2025 |
| Jan 9, 2025 | UNH | Unitedhealth Group Inc | Sale | $50,001 - $100,000 | Feb 14, 2025 |
| Jan 27, 2025 | GE | General Electric Co | Purchase | $15,001 - $50,000 | Feb 14, 2025 |
| Jan 9, 2025 | CMCSA | Comcast Corp | Sale | $50,001 - $100,000 | Feb 14, 2025 |
| Jan 30, 2025 | NVDA | NVIDIA Corporation | Purchase | $15,001 - $50,000 | Feb 14, 2025 |
| Jan 30, 2025 | META | Meta Platforms Inc | Purchase | $15,001 - $50,000 | Feb 14, 2025 |
| Jan 9, 2025 | AON | Aon PLC | Sale | $50,001 - $100,000 | Feb 14, 2025 |
| Jan 31, 2025 | SAP | SAP SE | Sale | $15,001 - $50,000 | Feb 14, 2025 |
| Jan 9, 2025 | HLT | Hilton Worldwide Holdings Inc | Sale | $15,001 - $50,000 | Feb 14, 2025 |
| Jan 30, 2025 | SAP | SAP SE | Sale | $1,001 - $15,000 | Feb 14, 2025 |
| Jan 9, 2025 | ELV | Elevance Health Inc | Sale | $15,001 - $50,000 | Feb 14, 2025 |
| Jan 31, 2025 | GEV | GE VERNOVA INC | Sale | $1,001 - $15,000 | Feb 14, 2025 |
| Jan 9, 2025 | GOOGL | Alphabet Inc | Sale | $1,001 - $15,000 | Feb 14, 2025 |
| Jan 9, 2025 | GEV | GE VERNOVA INC | Sale | $1,001 - $15,000 | Feb 14, 2025 |
| Jan 9, 2025 | MSFT | Microsoft Corp | Sale | $1,001 - $15,000 | Feb 14, 2025 |
| Jan 24, 2025 | FBIN | Fortune Brands Innovations Inc | Purchase | $15,001 - $50,000 | Feb 14, 2025 |
| Jan 2, 2025 | VWLUX | VANGUARD LONG TERM TAX EXEMPT FUND | Purchase | $1,001 - $15,000 | Feb 14, 2025 |
| Jan 15, 2025 | HUM | Humana Inc | Purchase | $15,001 - $50,000 | Feb 14, 2025 |
| Jan 14, 2025 | UNH | Unitedhealth Group Inc | Purchase | $15,001 - $50,000 | Feb 14, 2025 |
| Jan 30, 2025 | ANET | Arista Networks Inc | Purchase | $50,001 - $100,000 | Feb 14, 2025 |
| Jan 30, 2025 | ADSK | AUTODESK Inc | Sale | $15,001 - $50,000 | Feb 14, 2025 |
| Jan 31, 2025 | RHI | Robert Half International Inc | Purchase | $15,001 - $50,000 | Feb 14, 2025 |
| Jan 9, 2025 | SAP | SAP SE | Sale | $15,001 - $50,000 | Feb 14, 2025 |
| Jan 9, 2025 | AA | Alcoa Corp | Sale | $15,001 - $50,000 | Feb 14, 2025 |
| Jan 9, 2025 | V | Visa Inc | Sale | $15,001 - $50,000 | Feb 14, 2025 |
| Jan 9, 2025 | TSM | Taiwan Semiconductor Manufacturing Co Lt... | Sale | $15,001 - $50,000 | Feb 14, 2025 |
| Jan 9, 2025 | ANET | Arista Networks Inc | Sale | $15,001 - $50,000 | Feb 14, 2025 |
| Jan 21, 2025 | GE | General Electric Co | Purchase | $50,001 - $100,000 | Feb 14, 2025 |
| Jan 30, 2025 | AVGO | Broadcom Inc | Purchase | $50,001 - $100,000 | Feb 14, 2025 |
| Jan 9, 2025 | META | Meta Platforms Inc | Sale | $15,001 - $50,000 | Feb 14, 2025 |
| Jan 13, 2025 | CVS | CVS Health Corp | Purchase | $100,001 - $250,000 | Feb 14, 2025 |
| Jan 8, 2025 | AJG | Arthur J. Gallagher & Co | Purchase | $100,001 - $250,000 | Feb 14, 2025 |
| Jan 13, 2025 | GPC | Genuine Parts Co | Purchase | $100,001 - $250,000 | Feb 14, 2025 |
| Jan 23, 2025 | DCI | Donaldson Co Inc | Purchase | $15,001 - $50,000 | Feb 14, 2025 |
| Jan 23, 2025 | HUM | Humana Inc | Purchase | $100,001 - $250,000 | Feb 14, 2025 |
| Jan 28, 2025 | RFRAX | COLUMBIA FLOATING RATE FUND | Purchase | $1,000,001 - $5,000,000 | Feb 14, 2025 |
| Jan 23, 2025 | WTM | White Mountains Insurance Group Ltd | Purchase | $15,001 - $50,000 | Feb 14, 2025 |
| Jan 27, 2025 | AAPL | Apple Inc | Sale | $15,001 - $50,000 | Feb 14, 2025 |
| Jan 9, 2025 | WFC | Wells Fargo & Co | Sale | $15,001 - $50,000 | Feb 14, 2025 |
| Jan 9, 2025 | BAYRY | Bayer AG | Sale | $50,001 - $100,000 | Feb 14, 2025 |
| Jan 9, 2025 | AMZN | Amazon.com Inc | Sale | $50,001 - $100,000 | Feb 14, 2025 |
| Jan 9, 2025 | SAFRY | Safran SA | Sale | $15,001 - $50,000 | Feb 14, 2025 |
| Jan 9, 2025 | AER | AerCap Holdings NV | Sale | $15,001 - $50,000 | Feb 14, 2025 |
| Jan 9, 2025 | DFS | Discover Financial Services | Sale | $15,001 - $50,000 | Feb 14, 2025 |
| Jan 23, 2025 | CVX | Chevron Corp | Sale | $50,001 - $100,000 | Feb 14, 2025 |
| Jan 9, 2025 | HUM | Humana Inc | Sale | $50,001 - $100,000 | Feb 14, 2025 |
| Jan 9, 2025 | CHTR | Charter Communications Inc | Sale | $50,001 - $100,000 | Feb 14, 2025 |
| Jan 16, 2025 | HLI | Houlihan Lokey Inc | Sale | $50,001 - $100,000 | Feb 14, 2025 |
| Jan 9, 2025 | PROSY | Prosus NV | Sale | $50,001 - $100,000 | Feb 14, 2025 |
| Jan 21, 2025 | AAPL | Apple Inc | Sale | $50,001 - $100,000 | Feb 14, 2025 |
| Jan 9, 2025 | WDAY | Workday Inc | Sale | $50,001 - $100,000 | Feb 14, 2025 |
| Jan 9, 2025 | SHEL | Shell PLC | Sale | $50,001 - $100,000 | Feb 14, 2025 |
| Nov 19, 2024 | WFC | Wells Fargo & Co | Sale | $15,001 - $50,000 | Dec 18, 2024 |
| Nov 19, 2024 | GOOGL | Alphabet Inc (2) | Sale | $1,001 - $15,000 | Dec 18, 2024 |
| Nov 19, 2024 | VOO | Vanguard S&P 500 ETF | Sale | $50,001 - $100,000 | Dec 18, 2024 |
| Nov 19, 2024 | DFS | Discover Financial Services | Sale | $1,001 - $15,000 | Dec 18, 2024 |
| Nov 19, 2024 | TSM | Taiwan Semiconductor Manufacturing Co Lt... | Sale | $15,001 - $50,000 | Dec 18, 2024 |
| Nov 4, 2024 | ASML | ASML Holding NV | Sale | $50,001 - $100,000 | Dec 18, 2024 |
| Nov 19, 2024 | V | Visa Inc | Sale | $15,001 - $50,000 | Dec 18, 2024 |
| Nov 27, 2024 | NFLX | Netflix Inc | Sale | $15,001 - $50,000 | Dec 18, 2024 |
| Nov 19, 2024 | GEV | GE VERNOVA INC | Sale | $15,001 - $50,000 | Dec 18, 2024 |
| Nov 19, 2024 | COF | Capital One Financial Corp | Sale | $15,001 - $50,000 | Dec 18, 2024 |
| Nov 12, 2024 | GEV | GE VERNOVA INC | Sale | $15,001 - $50,000 | Dec 18, 2024 |
| Nov 18, 2024 | GEV | GE VERNOVA INC | Sale | $15,001 - $50,000 | Dec 18, 2024 |
| Nov 19, 2024 | GEV | GE VERNOVA INC | Sale | $1,001 - $15,000 | Dec 18, 2024 |
| Nov 19, 2024 | HUM | Humana Inc | Sale | $50,001 - $100,000 | Dec 18, 2024 |
| Nov 19, 2024 | NVO | Novo Nordisk A/S | Sale | $50,001 - $100,000 | Dec 18, 2024 |
| Nov 19, 2024 | UNH | Unitedhealth Group Inc | Sale | $50,001 - $100,000 | Dec 18, 2024 |
| Nov 19, 2024 | HWM | Howmet Aerospace Inc | Sale | $15,001 - $50,000 | Dec 18, 2024 |
| Nov 19, 2024 | FI | Fiserv Inc | Sale | $50,001 - $100,000 | Dec 18, 2024 |
| Nov 19, 2024 | SHEL | Shell PLC | Sale | $50,001 - $100,000 | Dec 18, 2024 |
| Nov 19, 2024 | FTNT | Fortinet Inc | Sale | $50,001 - $100,000 | Dec 18, 2024 |
| Nov 19, 2024 | AON | Aon PLC | Sale | $50,001 - $100,000 | Dec 18, 2024 |
| Nov 19, 2024 | CDNS | Cadence Design Systems Inc | Sale | $15,001 - $50,000 | Dec 18, 2024 |
| Nov 19, 2024 | ABT | Abbott Laboratories | Sale | $15,001 - $50,000 | Dec 18, 2024 |
| Nov 19, 2024 | AA | Alcoa Corp | Sale | $15,001 - $50,000 | Dec 18, 2024 |
| Nov 22, 2024 | GEV | GE VERNOVA INC | Sale | $15,001 - $50,000 | Dec 18, 2024 |
| Nov 19, 2024 | HLT | Hilton Worldwide Holdings Inc | Sale | $1,001 - $15,000 | Dec 18, 2024 |
| Nov 19, 2024 | V | Visa Inc | Sale | $50,001 - $100,000 | Dec 18, 2024 |
| Nov 19, 2024 | OXY | Occidental Petroleum Corp | Sale | $15,001 - $50,000 | Dec 18, 2024 |
| Nov 8, 2024 | LBRDA | Liberty Broadband Corp | Purchase | $50,001 - $100,000 | Dec 18, 2024 |
| Nov 19, 2024 | ANET | Arista Networks Inc | Sale | $100,001 - $250,000 | Dec 18, 2024 |
| Nov 19, 2024 | ADBE | Adobe Inc | Sale | $15,001 - $50,000 | Dec 18, 2024 |
| Nov 19, 2024 | PROSY | Prosus NV | Sale | $15,001 - $50,000 | Dec 18, 2024 |
| Nov 19, 2024 | ELV | Elevance Health Inc | Sale | $15,001 - $50,000 | Dec 18, 2024 |
| Nov 19, 2024 | INTU | Intuit Inc | Sale | $50,001 - $100,000 | Dec 18, 2024 |
| Nov 14, 2024 | ARMK | Aramark | Purchase | $50,001 - $100,000 | Dec 18, 2024 |
| Nov 19, 2024 | AMD | Advanced Micro Devices Inc | Sale | $50,001 - $100,000 | Dec 18, 2024 |
| Nov 19, 2024 | GOOGL | Alphabet Inc (1) | Sale | $1,001 - $15,000 | Dec 18, 2024 |
| Nov 12, 2024 | FTNT | Fortinet Inc (2) | Purchase | $15,001 - $50,000 | Dec 18, 2024 |
| Nov 19, 2024 | AER | AerCap Holdings NV | Sale | $15,001 - $50,000 | Dec 18, 2024 |
| Nov 19, 2024 | SAFRY | Safran SA | Sale | $15,001 - $50,000 | Dec 18, 2024 |
| Nov 1, 2024 | UBER | Uber Technologies Inc | Purchase | $15,001 - $50,000 | Dec 18, 2024 |
| Nov 19, 2024 | META | Meta Platforms Inc | Sale | $100,001 - $250,000 | Dec 18, 2024 |
| Nov 8, 2024 | DT | Dynatrace Inc | Purchase | $15,001 - $50,000 | Dec 18, 2024 |
| Nov 19, 2024 | NFLX | Netflix Inc | Sale | $1,001 - $15,000 | Dec 18, 2024 |
| Nov 19, 2024 | WDAY | Workday Inc | Sale | $50,001 - $100,000 | Dec 18, 2024 |
| Nov 18, 2024 | NFLX | Netflix Inc | Sale | $1,001 - $15,000 | Dec 18, 2024 |
| Nov 19, 2024 | DT | Dynatrace Inc | Sale | $15,001 - $50,000 | Dec 18, 2024 |
| Nov 19, 2024 | GOOGL | Alphabet Inc | Sale | $1,001 - $15,000 | Dec 18, 2024 |
| Nov 12, 2024 | FTNT | Fortinet Inc | Purchase | $15,001 - $50,000 | Dec 18, 2024 |
| Nov 19, 2024 | MSFT | Microsoft Corp | Sale | $1,001 - $15,000 | Dec 18, 2024 |
| Nov 12, 2024 | FTNT | Fortinet Inc (1) | Purchase | $15,001 - $50,000 | Dec 18, 2024 |
| Nov 19, 2024 | CHTR | Charter Communications Inc | Sale | $50,001 - $100,000 | Dec 18, 2024 |
| Nov 19, 2024 | COP | ConocoPhillips | Sale | $50,001 - $100,000 | Dec 18, 2024 |
| Nov 19, 2024 | BAYRY | Bayer AG | Sale | $50,001 - $100,000 | Dec 18, 2024 |
| Nov 19, 2024 | UBER | Uber Technologies Inc | Sale | $50,001 - $100,000 | Dec 18, 2024 |
| Nov 19, 2024 | ADSK | AUTODESK Inc | Sale | $50,001 - $100,000 | Dec 18, 2024 |
| Nov 19, 2024 | NBIX | Neurocrine Biosciences Inc | Sale | $15,001 - $50,000 | Dec 18, 2024 |
| Nov 19, 2024 | SAP | SAP SE | Sale | $15,001 - $50,000 | Dec 18, 2024 |
| Nov 1, 2024 | ASML | ASML Holding NV | Sale | $15,001 - $50,000 | Dec 18, 2024 |
| Nov 19, 2024 | MA | Mastercard Inc | Sale | $15,001 - $50,000 | Dec 18, 2024 |
| Nov 19, 2024 | WWD | Woodward Inc | Sale | $15,001 - $50,000 | Dec 18, 2024 |
| Nov 19, 2024 | CMCSA | Comcast Corp | Sale | $15,001 - $50,000 | Dec 18, 2024 |
| Nov 19, 2024 | META | Meta Platforms Inc | Sale | $15,001 - $50,000 | Dec 18, 2024 |
| Nov 7, 2024 | TRS | TriMas Corp | Sale | $15,001 - $50,000 | Dec 18, 2024 |
| Nov 19, 2024 | SNPS | Synopsys Inc | Sale | $15,001 - $50,000 | Dec 18, 2024 |
| Nov 5, 2024 | WFC | Wells Fargo & Co | Sale | $15,001 - $50,000 | Dec 18, 2024 |
| Nov 22, 2024 | ARW | Arrow Electronics Inc | Purchase | $50,001 - $100,000 | Dec 18, 2024 |
| Nov 4, 2024 | ABT | Abbott Laboratories | Purchase | $50,001 - $100,000 | Dec 18, 2024 |
| Nov 13, 2024 | EQV | EQV VENTURES ACQN CORP -REDH | Purchase | $100,001 - $250,000 | Dec 18, 2024 |
| Nov 12, 2024 | AAPL | Apple Inc (1) | Sale | $15,001 - $50,000 | Dec 18, 2024 |
| Nov 12, 2024 | AAPL | Apple Inc (2) | Sale | $15,001 - $50,000 | Dec 18, 2024 |
| Nov 19, 2024 | AMZN | Amazon.com Inc | Sale | $50,001 - $100,000 | Dec 18, 2024 |
Showing 1 to 500 out of 5294 results