congress trades
Lisa C. McClain
House · MI-9 · Republican
- House Committee on Education and Workforce
- House Committee on Financial Services
Score
49%win rate
-1.3%average excess vs SPY, 90 days
548 trades scored · 9 too new · 18 not scored
Scored Oct 17, 2026, 7:12 AM ET
Trades most
By count
- AAPL5 trades
- MSFT5 trades
- ASML5 trades
- HDB5 trades
- NVS5 trades
- SAP5 trades
- CACI4 trades
- AMH4 trades
- BAX4 trades
- BHP4 trades
By dollars
- AAPL$113,503
- MSFT$113,503
- NVDA$97,502
- STX$65,001
- CACI$56,502
- BBAI$40,501
- ASML$40,003
- HDB$40,003
- NVS$40,003
- SAP$40,003
Sectors
Technology
44 buys · 82 sells
Financials
24 buys · 47 sells
Health Care
20 buys · 33 sells
Consumer Discretionary
18 buys · 38 sells
Consumer Staples
20 buys · 35 sells
Energy
8 buys · 14 sells
Industrials
32 buys · 63 sells
Materials
12 buys · 16 sells
Utilities
8 buys · 15 sells
Real Estate
8 buys · 13 sells
Communication Services
2 buys · 4 sells
Unknown sector: 7 buys · 12 sells
Sectors from SEC industry codes.
Trades
| Stock | Side | Amount | Owner | Traded | 90-day result |
|---|---|---|---|---|---|
| IBRX ImmunityBio, Inc. - Common Stock (IBRX) | Buy | $1K–15K | Spouse | Sep 30 | 90-day resultToo new |
| MSFT Microsoft Corporation - Common Stock (MSFT) | Buy | $1K–15K | Spouse | Sep 30 | 90-day resultToo new |
| STX Seagate Technology Holdings PLC - Ordinary Shares (STX) | SalePartial | $15K–50K | Spouse | Sep 30 | 90-day resultToo new |
| CAT Caterpillar, Inc. Common Stock (CAT) | Buy | $1K–15K | Spouse | Sep 28 | 90-day resultToo new |
| IBRX ImmunityBio, Inc. - Common Stock (IBRX) | Buy | $1K–15K | Spouse | Sep 28 | 90-day resultToo new |
| CACI CACI International, Inc. Class A Common Stock (CACI) | Buy | $15K–50K | Spouse | Sep 14 | 90-day resultToo new |
| NG Novagold Resources Inc. (NG) | Buy | $1K–15K | Spouse | Sep 14 | 90-day resultToo new |
| OLN Olin Corporation Common Stock (OLN) | Buy | $15K–50K | Spouse | Sep 14 | 90-day resultToo new |
| RIG Transocean Ltd (RIG) | Buy | $15K–50K | Spouse | Sep 14 | 90-day resultToo new |
| BBAI BigBear.ai, Inc. Common Stock (BBAI) | Buy | $15K–50K | Spouse | Feb 6 | 90-day result-17.7% Loss |
| BBAI BigBear.ai, Inc. Common Stock (BBAI) | Buy | $1K–15K | Spouse | Feb 4 | 90-day result-13.3% Loss |
| ABBV AbbVie Inc. Common Stock (ABBV) | Sale | $1K–15K | Spouse | Oct 31 | 90-day result+0.7% Win |
| ACIW ACI Worldwide, Inc. - Common Stock (ACIW) | Sale | $1K–15K | Spouse | Oct 31 | 90-day result+11.1% Win |
| AMD Advanced Micro Devices, Inc. (AMD) | Sale | $1K–15K | Spouse | Oct 31 | 90-day result+3.3% Win |
| AKAM Akamai Technologies, Inc. - Common Stock (AKAM) | Sale | $1K–15K | Spouse | Oct 31 | 90-day result-30.5% Loss |
| ALEX Alexander & Baldwin, Inc. Common Stock REIT Holding Company (ALEX) | Sale | $1K–15K | Spouse | Oct 31 | 90-day resultNo price |
| BABA Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share (BABA) | Sale | $1K–15K | Spouse | Oct 31 | 90-day result-0.5% Loss |
| ALLE Allegion plc Ordinary Shares (ALLE) | Sale | $1K–15K | Spouse | Oct 31 | 90-day result+2.6% Win |
| GOOGL Alphabet Inc. - Class A Common Stock (GOOGL) | Sale | $1K–15K | Spouse | Oct 31 | 90-day result-18.5% Loss |
| GOOG Alphabet Inc. - Class C Capital Stock (GOOG) | Sale | $1K–15K | Spouse | Oct 31 | 90-day result-18.3% Loss |
| AXP American Express Company Common Stock (AXP) | Sale | $1K–15K | Spouse | Oct 31 | 90-day result+2.5% Win |
| AMH American Homes 4 Rent Common Shares of Beneficial Interest (AMH) | Sale | $1K–15K | Spouse | Oct 31 | 90-day result+3.9% Win |
| APPF AppFolio, Inc. - Class A Common Stock (APPF) | Sale | $1K–15K | Spouse | Oct 31 | 90-day result+20.6% Win |
| AAPL Apple Inc. - Common Stock (AAPL) | Sale | $15K–50K | Spouse | Oct 31 | 90-day result+6.3% Win |
| ASML ASML Holding N.V. - New York Registry Shares (ASML) | Sale | $1K–15K | Spouse | Oct 31 | 90-day result-35.6% Loss |
| AZN AstraZeneca PLC - American Depositary Shares (AZN) | Sale | $1K–15K | Spouse | Oct 31 | 90-day result-10.6% Loss |
| AVB AvalonBay Communities, Inc. Common Stock (AVB) | Sale | $1K–15K | Spouse | Oct 31 | 90-day result+1.2% Win |
| BAC Bank of America Corporation Common Stock (BAC) | Sale | $1K–15K | Spouse | Oct 31 | 90-day result+2.6% Win |
| BCS Barclays PLC Common Stock (BCS) | Sale | $1K–15K | Spouse | Oct 31 | 90-day result-23.4% Loss |
| BAX Baxter International Inc. Common Stock (BAX) | Sale | $1K–15K | Spouse | Oct 31 | 90-day result-5.1% Loss |
| BRK.B Berkshire Hathaway Inc. New Common Stock (BRK.B) | Sale | $1K–15K | Spouse | Oct 31 | 90-day result+2.0% Win |
| BHP BHP Group Limited American Depositary Shares (BHP) | Sale | $1K–15K | Spouse | Oct 31 | 90-day result-24.8% Loss |
| BL BlackLine, Inc. - Common Stock (BL) | Sale | $1K–15K | Spouse | Oct 31 | 90-day result+19.8% Win |
| BSX Boston Scientific Corporation Common Stock (BSX) | Sale | $1K–15K | Spouse | Oct 31 | 90-day result+10.1% Win |
| BP BP p.l.c. Common Stock (BP) | Sale | $1K–15K | Spouse | Oct 31 | 90-day result-6.5% Loss |
| BCO Brinks Company (BCO) | Sale | $1K–15K | Spouse | Oct 31 | 90-day result-12.2% Loss |
| AVGO Broadcom Inc. - Common Stock (AVGO) | Sale | $1K–15K | Spouse | Oct 31 | 90-day result+12.3% Win |
| BRO Brown & Brown, Inc. Common Stock (BRO) | Sale | $1K–15K | Spouse | Oct 31 | 90-day result+11.3% Win |
| BWXT BWX Technologies, Inc. Common Stock (BWXT) | Sale | $1K–15K | Spouse | Oct 31 | 90-day result+3.4% Win |
| CACI CACI International, Inc. Class A Common Stock (CACI) | Sale | $1K–15K | Spouse | Oct 31 | 90-day result-9.1% Loss |
| CASY Caseys General Stores, Inc. - Common Stock (CASY) | Sale | $1K–15K | Spouse | Oct 31 | 90-day result-17.4% Loss |
| CHRD Chord Energy Corporation - Common Stock (CHRD) | Sale | $1K–15K | Spouse | Oct 31 | 90-day result-7.7% Loss |
| CIEN Ciena Corporation (CIEN) | Sale | $1K–15K | Spouse | Oct 31 | 90-day result-31.4% Loss |
| CLX Clorox Company (CLX) | Sale | $1K–15K | Spouse | Oct 31 | 90-day result+4.3% Win |
| KO Coca-Cola Company (KO) | Sale | $1K–15K | Spouse | Oct 31 | 90-day result-4.8% Loss |
| COHR Coherent Corp. (COHR) | Sale | $1K–15K | Spouse | Oct 31 | 90-day result-61.6% Loss |
| COP ConocoPhillips Common Stock (COP) | Sale | $1K–15K | Spouse | Oct 31 | 90-day result-13.9% Loss |
| CEG Constellation Energy Corporation - Common Stock When-Issued (CEG) | Sale | $1K–15K | Spouse | Oct 31 | 90-day resultNo price |
| CNM Core & Main, Inc. Class A Common Stock (CNM) | Sale | $1K–15K | Spouse | Oct 31 | 90-day result-2.1% Loss |
| CMI Cummins Inc. Common Stock (CMI) | Sale | $1K–15K | Spouse | Oct 31 | 90-day result-31.6% Loss |
| CVS CVS Health Corporation Common Stock (CVS) | Sale | $1K–15K | Spouse | Oct 31 | 90-day result+6.6% Win |
| DHI D.R. Horton, Inc. Common Stock (DHI) | Sale | $1K–15K | Spouse | Oct 31 | 90-day result+0.9% Win |
| DRI Darden Restaurants, Inc. Common Stock (DRI) | Sale | $1K–15K | Spouse | Oct 31 | 90-day result-8.8% Loss |
| DDOG Datadog, Inc. - Class A Common Stock (DDOG) | Sale | $1K–15K | Spouse | Oct 31 | 90-day result+23.0% Win |
| SRE DBA Sempra Common Stock (SRE) | Sale | $1K–15K | Spouse | Oct 31 | 90-day result+7.1% Win |
| DELL Dell Technologies Inc. Class C Common Stock (DELL) | Sale | $1K–15K | Spouse | Oct 31 | 90-day result+28.7% Win |
| DAL Delta Air Lines, Inc. Common Stock (DAL) | Sale | $1K–15K | Spouse | Oct 31 | 90-day result-14.2% Loss |
| DKS Dick's Sporting Goods Inc Common Stock (DKS) | Sale | $1K–15K | Spouse | Oct 31 | 90-day result+8.9% Win |
| DUK Duke Energy Corporation (DUK) | Sale | $1K–15K | Spouse | Oct 31 | 90-day result+4.5% Win |
| ETN Eaton Corporation, PLC Ordinary Shares (ETN) | Sale | $1K–15K | Spouse | Oct 31 | 90-day result+8.9% Win |
| SATS EchoStar Corporation - Common stock (SATS) | Sale | $1K–15K | Spouse | Oct 31 | 90-day resultNo price |
| ECL Ecolab Inc. Common Stock (ECL) | Sale | $1K–15K | Spouse | Oct 31 | 90-day result-8.5% Loss |
| EME EMCOR Group, Inc. Common Stock (EME) | Sale | $1K–15K | Spouse | Oct 31 | 90-day result-6.3% Loss |
| EHC Encompass Health Corporation Common Stock (EHC) | Sale | $1K–15K | Spouse | Oct 31 | 90-day result+18.8% Win |
| ENTG Entegris, Inc. - Common Stock (ENTG) | Sale | $1K–15K | Spouse | Oct 31 | 90-day result-32.2% Loss |
| WTRG Essential Utilities, Inc. Common Stock (WTRG) | Sale | $1K–15K | Spouse | Oct 31 | 90-day result+2.7% Win |
| EXC Exelon Corporation (EXC) | Sale | $1K–15K | Spouse | Oct 31 | 90-day result+5.5% Win |
| XOM Exxon Mobil Corporation Common Stock (XOM) | Sale | $1K–15K | Spouse | Oct 31 | 90-day result-21.0% Loss |
| FN Fabrinet Ordinary Shares (FN) | Sale | $1K–15K | Spouse | Oct 31 | 90-day result-10.8% Loss |
| FIVE Five Below, Inc. - Common Stock (FIVE) | Sale | $1K–15K | Spouse | Oct 31 | 90-day result-18.0% Loss |
| FMC FMC Corporation Common Stock (FMC) | Sale | $1K–15K | Spouse | Oct 31 | 90-day result-3.2% Loss |
| FTNT Fortinet, Inc. - Common Stock (FTNT) | Sale | $1K–15K | Spouse | Oct 31 | 90-day result+7.4% Win |
| IT Gartner, Inc. Common Stock (IT) | Sale | $1K–15K | Spouse | Oct 31 | 90-day result+16.1% Win |
| GTY Getty Realty Corporation Common Stock (GTY) | Sale | $1K–15K | Spouse | Oct 31 | 90-day result-4.8% Loss |
| GS Goldman Sachs Group, Inc. (GS) | Sale | $1K–15K | Spouse | Oct 31 | 90-day result-17.2% Loss |
| GSK GSK plc American Depositary Shares (GSK) | Sale | $1K–15K | Spouse | Oct 31 | 90-day result-6.3% Loss |
| HAS Hasbro, Inc. - Common Stock (HAS) | Sale | $1K–15K | Spouse | Oct 31 | 90-day result-16.9% Loss |
| HDB HDFC Bank Limited Common Stock (HDB) | Sale | $1K–15K | Spouse | Oct 31 | 90-day result+11.9% Win |
| HPE Hewlett Packard Enterprise Company Common Stock (HPE) | Sale | $1K–15K | Spouse | Oct 31 | 90-day result+11.7% Win |
| HOMB Home BancShares, Inc. Common Stock (HOMB) | Sale | $1K–15K | Spouse | Oct 31 | 90-day result-6.6% Loss |
| HMC Honda Motor Company, Ltd. Common Stock (HMC) | Sale | $1K–15K | Spouse | Oct 31 | 90-day result+2.5% Win |
| HWM Howmet Aerospace Inc. Common Stock (HWM) | Sale | $1K–15K | Spouse | Oct 31 | 90-day result+0.4% Win |
| HUM Humana Inc. Common Stock (HUM) | Sale | $1K–15K | Spouse | Oct 31 | 90-day result+31.1% Win |
| IEX IDEX Corporation Common Stock (IEX) | Sale | $1K–15K | Spouse | Oct 31 | 90-day result-14.6% Loss |
| ITW Illinois Tool Works Inc. Common Stock (ITW) | Sale | $1K–15K | Spouse | Oct 31 | 90-day result-5.9% Loss |
| ILMN Illumina, Inc. - Common Stock (ILMN) | Sale | $1K–15K | Spouse | Oct 31 | 90-day result-19.4% Loss |
| ING ING Group, N.V. Common Stock (ING) | Sale | $1K–15K | Spouse | Oct 31 | 90-day result-18.1% Loss |
| ITT ITT Inc. Common Stock (ITT) | Sale | $1K–15K | Spouse | Oct 31 | 90-day result+2.0% Win |
| JD JD.com, Inc. - American Depositary Shares (JD) | Sale | $1K–15K | Spouse | Oct 31 | 90-day result+13.8% Win |
| JNJ Johnson & Johnson Common Stock (JNJ) | Sale | $1K–15K | Spouse | Oct 31 | 90-day result-18.5% Loss |
| JPM JP Morgan Chase & Co. Common Stock (JPM) | Sale | $1K–15K | Spouse | Oct 31 | 90-day result+3.4% Win |
| KVUE Kenvue Inc. Common Stock (KVUE) | Sale | $1K–15K | Spouse | Oct 31 | 90-day result-17.9% Loss |
| KRG Kite Realty Group Trust Common Stock (KRG) | Sale | $1K–15K | Spouse | Oct 31 | 90-day result-3.2% Loss |
| L Loews Corporation Common Stock (L) | Sale | $1K–15K | Spouse | Oct 31 | 90-day result-3.2% Loss |
| LPX Louisiana-Pacific Corporation Common Stock (LPX) | Sale | $1K–15K | Spouse | Oct 31 | 90-day result+2.5% Win |
| MGY Magnolia Oil & Gas Corporation Class A Common Stock (MGY) | Sale | $1K–15K | Spouse | Oct 31 | 90-day result-11.9% Loss |
| MTZ MasTec, Inc. Common Stock (MTZ) | Sale | $1K–15K | Spouse | Oct 31 | 90-day result-18.1% Loss |
| MCD McDonald's Corporation Common Stock (MCD) | Sale | $1K–15K | Spouse | Oct 31 | 90-day result-3.9% Loss |
| META Meta Platforms, Inc. - Class A Common Stock (META) | Sale | $1K–15K | Spouse | Oct 31 | 90-day result-12.2% Loss |
| MGPI MGP Ingredients, Inc. - Common Stock (MGPI) | Sale | $1K–15K | Spouse | Oct 31 | 90-day result-2.1% Loss |
| MSFT Microsoft Corporation - Common Stock (MSFT) | Sale | $15K–50K | Spouse | Oct 31 | 90-day result+18.1% Win |
| MKSI MKS Inc. - Common Stock (MKSI) | Sale | $1K–15K | Spouse | Oct 31 | 90-day result-67.9% Loss |
| NFLX Netflix, Inc. - Common Stock (NFLX) | Sale | $1K–15K | Spouse | Oct 31 | 90-day result+27.5% Win |
| NTRS Northern Trust Corporation - Common Stock (NTRS) | Sale | $1K–15K | Spouse | Oct 31 | 90-day result-15.3% Loss |
| NCLH Norwegian Cruise Line Holdings Ltd. Ordinary Shares (NCLH) | Sale | $1K–15K | Spouse | Oct 31 | 90-day result-0.5% Loss |
| NVS Novartis AG Common Stock (NVS) | Sale | $1K–15K | Spouse | Oct 31 | 90-day result-18.5% Loss |
| NVO Novo Nordisk A/S Common Stock (NVO) | Sale | $1K–15K | Spouse | Oct 31 | 90-day result-18.3% Loss |
| NVDA NVIDIA Corporation - Common Stock (NVDA) | Sale | $15K–50K | Spouse | Oct 31 | 90-day result+6.7% Win |
| OPCH Option Care Health, Inc. - Common Stock (OPCH) | Sale | $1K–15K | Spouse | Oct 31 | 90-day result-28.4% Loss |
| ORCL Oracle Corporation Common Stock (ORCL) | Sale | $1K–15K | Spouse | Oct 31 | 90-day result+37.4% Win |
| ORLY O'Reilly Automotive, Inc. - Common Stock (ORLY) | Sale | $1K–15K | Spouse | Oct 31 | 90-day result-2.9% Loss |
| OSK Oshkosh Corporation (OSK) | Sale | $1K–15K | Spouse | Oct 31 | 90-day result-16.3% Loss |
| OTIS Otis Worldwide Corporation Common Stock (OTIS) | Sale | $1K–15K | Spouse | Oct 31 | 90-day result+7.8% Win |
| PLTR Palantir Technologies Inc. - Class A Common Stock (PLTR) | Sale | $1K–15K | Spouse | Oct 31 | 90-day result+26.0% Win |
| PDD PDD Holdings Inc. - American Depositary Shares (PDD) | Sale | $1K–15K | Spouse | Oct 31 | 90-day result+25.6% Win |
| PEP Pepsico, Inc. (PEP) | Sale | $1K–15K | Spouse | Oct 31 | 90-day result-0.0% Loss |
| PFGC Performance Food Group Company Common Stock (PFGC) | Sale | $1K–15K | Spouse | Oct 31 | 90-day result+0.4% Win |
| PII Polaris Inc. Common Stock (PII) | Sale | $1K–15K | Spouse | Oct 31 | 90-day result+3.9% Win |
| PFG Principal Financial Group Inc (PFG) | Sale | $1K–15K | Spouse | Oct 31 | 90-day result-11.1% Loss |
| PSTG Pure Storage, Inc. Class A Common Stock (PSTG) | Sale | $1K–15K | Spouse | Oct 31 | 90-day resultNo price |
| QLYS Qualys, Inc. - Common Stock (QLYS) | Sale | $1K–15K | Spouse | Oct 31 | 90-day result-5.4% Loss |
| PWR Quanta Services, Inc. Common Stock (PWR) | Sale | $1K–15K | Spouse | Oct 31 | 90-day result-5.8% Loss |
| RBA RB Global, Inc. Common Stock (RBA) | Sale | $1K–15K | Spouse | Oct 31 | 90-day result-14.1% Loss |
| RF Regions Financial Corporation Common Stock (RF) | Sale | $1K–15K | Spouse | Oct 31 | 90-day result-15.8% Loss |
| RGEN Repligen Corporation - Common Stock (RGEN) | Sale | $1K–15K | Spouse | Oct 31 | 90-day result-3.1% Loss |
| RIO Rio Tinto Plc Common Stock (RIO) | Sale | $1K–15K | Spouse | Oct 31 | 90-day result-30.8% Loss |
| ROIV Roivant Sciences Ltd. - Common Shares (ROIV) | Sale | $1K–15K | Spouse | Oct 31 | 90-day result-8.4% Loss |
| SNDK Sandisk Corporation - Common Stock (SNDK) | Sale | $1K–15K | Spouse | Oct 31 | 90-day result-169.9% Loss |
| SAP SAP SE ADS (SAP) | Sale | $1K–15K | Spouse | Oct 31 | 90-day result+24.8% Win |
| SAIC Science Applications International Corporation - Common Stock (SAIC) | Sale | $1K–15K | Spouse | Oct 31 | 90-day result-6.8% Loss |
| SBCF Seacoast Banking Corporation of Florida - Common Stock (SBCF) | Sale | $1K–15K | Spouse | Oct 31 | 90-day result-10.8% Loss |
| SHW Sherwin-Williams Company (SHW) | Sale | $1K–15K | Spouse | Oct 31 | 90-day result-1.1% Loss |
| SLB SLB Limited Common Shares (SLB) | Sale | $1K–15K | Spouse | Oct 31 | 90-day result-32.6% Loss |
| SGI Somnigroup International Inc. Common Stock (SGI) | Sale | $1K–15K | Spouse | Oct 31 | 90-day result-11.8% Loss |
| SONY Sony Group Corporation American Depositary Shares (SONY) | Sale | $1K–15K | Spouse | Oct 31 | 90-day result+21.8% Win |
| SR Spire Inc. Common Stock (SR) | Sale | $1K–15K | Spouse | Oct 31 | 90-day result+3.7% Win |
| SFM Sprouts Farmers Market, Inc. - Common Stock (SFM) | Sale | $1K–15K | Spouse | Oct 31 | 90-day result+12.3% Win |
| SF Stifel Financial Corporation Common Stock (SF) | Sale | $1K–15K | Spouse | Oct 31 | 90-day result-3.4% Loss |
| SYY Sysco Corporation Common Stock (SYY) | Sale | $1K–15K | Spouse | Oct 31 | 90-day result-11.4% Loss |
| TSM Taiwan Semiconductor Manufacturing Company Ltd. (TSM) | Sale | $1K–15K | Spouse | Oct 31 | 90-day result-11.3% Loss |
| TMHC Taylor Morrison Home Corporation Common Stock (TMHC) | Sale | $1K–15K | Spouse | Oct 31 | 90-day resultNo price |
| TER Teradyne, Inc. (TER) | Sale | $1K–15K | Spouse | Oct 31 | 90-day result-36.8% Loss |
| TSLA Tesla, Inc. - Common Stock (TSLA) | Sale | $1K–15K | Spouse | Oct 31 | 90-day result+10.5% Win |
| TXT Textron Inc. Common Stock (TXT) | Sale | $1K–15K | Spouse | Oct 31 | 90-day result-7.0% Loss |
| BK The Bank of New York Mellon Corporation Common Stock (BK) | Sale | $1K–15K | Spouse | Oct 31 | 90-day resultNo price |
| SJM The J.M. Smucker Company Common Stock (SJM) | Sale | $1K–15K | Spouse | Oct 31 | 90-day result+1.9% Win |
| TMO Thermo Fisher Scientific Inc Common Stock (TMO) | Sale | $1K–15K | Spouse | Oct 31 | 90-day result-2.6% Loss |
| TMUS T-Mobile US, Inc. (TMUS) | Sale | $1K–15K | Spouse | Oct 31 | 90-day result+11.7% Win |
| TCOM Trip.com Group Limited - American Depositary Shares (TCOM) | Sale | $1K–15K | Spouse | Oct 31 | 90-day result+13.9% Win |
| UBER Uber Technologies, Inc. Common Stock (UBER) | Sale | $1K–15K | Spouse | Oct 31 | 90-day result+17.1% Win |
| UTHR United Therapeutics Corporation - Common Stock (UTHR) | Sale | $1K–15K | Spouse | Oct 31 | 90-day result-3.1% Loss |
| UNH UnitedHealth Group Incorporated Common Stock (UNH) | Sale | $1K–15K | Spouse | Oct 31 | 90-day result+16.2% Win |
| UNM Unum Group Common Stock (UNM) | Sale | $1K–15K | Spouse | Oct 31 | 90-day result-2.1% Loss |
| UE Urban Edge Properties Common Shares of Beneficial Interest (UE) | Sale | $1K–15K | Spouse | Oct 31 | 90-day result+2.0% Win |
| VALE VALE S.A. American Depositary Shares Each Representing one S 10/30/2025 11/01/2025 $1,001 - $15,000 common share (VALE) [ST] SP VALE S.A. American Depositary Shares Each Representing one common share (VALE) | Sale | $1K–15K | Spouse | Oct 31 | 90-day result-38.3% Loss |
| VRT Vertiv Holdings, LLC Class A Common Stock (VRT) | Sale | $1K–15K | Spouse | Oct 31 | 90-day result+0.6% Win |
| V Visa Inc. (V) | Sale | $1K–15K | Spouse | Oct 31 | 90-day result+4.4% Win |
| VST Vistra Corp. Common Stock (VST) | Sale | $1K–15K | Spouse | Oct 31 | 90-day result+15.4% Win |
| WRB W.R. Berkley Corporation Common Stock (WRB) | Sale | $1K–15K | Spouse | Oct 31 | 90-day result+6.1% Win |
| WMT Walmart Inc. Common Stock (WMT) | Sale | $1K–15K | Spouse | Oct 31 | 90-day result-14.3% Loss |
| WSFS WSFS Financial Corporation - Common Stock (WSFS) | Sale | $1K–15K | Spouse | Oct 31 | 90-day result-22.7% Loss |
| WYNN Wynn Resorts, Limited - Common Stock (WYNN) | Sale | $1K–15K | Spouse | Oct 31 | 90-day result+10.3% Win |
| ABBV AbbVie Inc. Common Stock (ABBV) | Sale | $1K–15K | Spouse | Oct 30 | 90-day result+6.5% Win |
| ABBV AbbVie Inc. Common Stock (ABBV) | Buy | $1K–15K | Spouse | Oct 30 | 90-day result-6.5% Loss |
| ACIW ACI Worldwide, Inc. - Common Stock (ACIW) | Buy | $1K–15K | Spouse | Oct 30 | 90-day result-10.2% Loss |
| ACIW ACI Worldwide, Inc. - Common Stock (ACIW) | Sale | $1K–15K | Spouse | Oct 30 | 90-day result+10.2% Win |
| AMD Advanced Micro Devices, Inc. (AMD) | Sale | $1K–15K | Spouse | Oct 30 | 90-day result+3.1% Win |
| AMD Advanced Micro Devices, Inc. (AMD) | Buy | $1K–15K | Spouse | Oct 30 | 90-day result-3.1% Loss |
| AKAM Akamai Technologies, Inc. - Common Stock (AKAM) | Buy | $1K–15K | Spouse | Oct 30 | 90-day result+35.8% Win |
| AKAM Akamai Technologies, Inc. - Common Stock (AKAM) | Sale | $1K–15K | Spouse | Oct 30 | 90-day result-35.8% Loss |
| ALEX Alexander & Baldwin, Inc. Common Stock REIT Holding Company (ALEX) | Sale | $1K–15K | Spouse | Oct 30 | 90-day resultNo price |
| ALEX Alexander & Baldwin, Inc. Common Stock REIT Holding Company (ALEX) | Buy | $1K–15K | Spouse | Oct 30 | 90-day resultNo price |
| BABA Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share (BABA) | Buy | $1K–15K | Spouse | Oct 30 | 90-day result-1.2% Loss |
| BABA Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share (BABA) | Sale | $1K–15K | Spouse | Oct 30 | 90-day result+1.2% Win |
| ALLE Allegion plc Ordinary Shares (ALLE) | Sale | $1K–15K | Spouse | Oct 30 | 90-day result+2.5% Win |
| ALLE Allegion plc Ordinary Shares (ALLE) | Buy | $1K–15K | Spouse | Oct 30 | 90-day result-2.5% Loss |
| GOOGL Alphabet Inc. - Class A Common Stock (GOOGL) | Buy | $1K–15K | Spouse | Oct 30 | 90-day result+17.1% Win |
| GOOGL Alphabet Inc. - Class A Common Stock (GOOGL) | Sale | $1K–15K | Spouse | Oct 30 | 90-day result-17.1% Loss |
| GOOG Alphabet Inc. - Class C Capital Stock (GOOG) | Sale | $1K–15K | Spouse | Oct 30 | 90-day result-17.0% Loss |
| GOOG Alphabet Inc. - Class C Capital Stock (GOOG) | Buy | $1K–15K | Spouse | Oct 30 | 90-day result+17.0% Win |
| AXP American Express Company Common Stock (AXP) | Sale | $1K–15K | Spouse | Oct 30 | 90-day result+2.9% Win |
| AXP American Express Company Common Stock (AXP) | Buy | $1K–15K | Spouse | Oct 30 | 90-day result-2.9% Loss |
| AMH American Homes 4 Rent Common Shares of Beneficial Interest (AMH) | Buy | $1K–15K | Spouse | Oct 30 | 90-day result-6.3% Loss |
| AMH American Homes 4 Rent Common Shares of Beneficial Interest (AMH) | Sale | $1K–15K | Spouse | Oct 30 | 90-day result+6.3% Win |
| APPF AppFolio, Inc. - Class A Common Stock (APPF) | Sale | $1K–15K | Spouse | Oct 30 | 90-day result+9.8% Win |
| APPF AppFolio, Inc. - Class A Common Stock (APPF) | Buy | $1K–15K | Spouse | Oct 30 | 90-day result-9.8% Loss |
| AAPL Apple Inc. - Common Stock (AAPL) | Buy | $15K–50K | Spouse | Oct 30 | 90-day result-7.7% Loss |
| AAPL Apple Inc. - Common Stock (AAPL) | Sale | $15K–50K | Spouse | Oct 30 | 90-day result+7.7% Win |
| ASML ASML Holding N.V. - New York Registry Shares (ASML) | Sale | $1K–15K | Spouse | Oct 30 | 90-day result-30.1% Loss |
| ASML ASML Holding N.V. - New York Registry Shares (ASML) | Buy | $1K–15K | Spouse | Oct 30 | 90-day result+30.1% Win |
| AZN AstraZeneca PLC - American Depositary Shares (AZN) | Buy | $1K–15K | Spouse | Oct 30 | 90-day result+11.0% Win |
| AZN AstraZeneca PLC - American Depositary Shares (AZN) | Sale | $1K–15K | Spouse | Oct 30 | 90-day result-11.0% Loss |
| AVB AvalonBay Communities, Inc. Common Stock (AVB) | Sale | $1K–15K | Spouse | Oct 30 | 90-day result+3.3% Win |
| AVB AvalonBay Communities, Inc. Common Stock (AVB) | Buy | $1K–15K | Spouse | Oct 30 | 90-day result-3.3% Loss |
| BAC Bank of America Corporation Common Stock (BAC) | Buy | $1K–15K | Spouse | Oct 30 | 90-day result-4.6% Loss |
| BAC Bank of America Corporation Common Stock (BAC) | Sale | $1K–15K | Spouse | Oct 30 | 90-day result+4.6% Win |
| BCS Barclays PLC Common Stock (BCS) | Sale | $1K–15K | Spouse | Oct 30 | 90-day result-22.2% Loss |
| BCS Barclays PLC Common Stock (BCS) | Buy | $1K–15K | Spouse | Oct 30 | 90-day result+22.2% Win |
| BAX Baxter International Inc. Common Stock (BAX) | Buy | $1K–15K | Spouse | Oct 30 | 90-day result+0.0% Win |
| BAX Baxter International Inc. Common Stock (BAX) | Sale | $1K–15K | Spouse | Oct 30 | 90-day result-0.0% Loss |
| BRK.B Berkshire Hathaway Inc. New Common Stock (BRK.B) | Sale | $1K–15K | Spouse | Oct 30 | 90-day result+3.4% Win |
| BRK.B Berkshire Hathaway Inc. New Common Stock (BRK.B) | Buy | $1K–15K | Spouse | Oct 30 | 90-day result-3.4% Loss |
| BHP BHP Group Limited American Depositary Shares (BHP) | Buy | $1K–15K | Spouse | Oct 30 | 90-day result+21.8% Win |
| BHP BHP Group Limited American Depositary Shares (BHP) | Sale | $1K–15K | Spouse | Oct 30 | 90-day result-21.8% Loss |
| BL BlackLine, Inc. - Common Stock (BL) | Sale | $1K–15K | Spouse | Oct 30 | 90-day result+10.8% Win |
| BL BlackLine, Inc. - Common Stock (BL) | Buy | $1K–15K | Spouse | Oct 30 | 90-day result-10.8% Loss |
| BSX Boston Scientific Corporation Common Stock (BSX) | Sale | $1K–15K | Spouse | Oct 30 | 90-day result+9.0% Win |
| BSX Boston Scientific Corporation Common Stock (BSX) | Buy | $1K–15K | Spouse | Oct 30 | 90-day result-9.0% Loss |
| BP BP p.l.c. Common Stock (BP) | Buy | $1K–15K | Spouse | Oct 30 | 90-day result+6.2% Win |
| BP BP p.l.c. Common Stock (BP) | Sale | $1K–15K | Spouse | Oct 30 | 90-day result-6.2% Loss |
| BCO Brinks Company (BCO) | Sale | $1K–15K | Spouse | Oct 30 | 90-day result-9.1% Loss |
| BCO Brinks Company (BCO) | Buy | $1K–15K | Spouse | Oct 30 | 90-day result+9.1% Win |
| AVGO Broadcom Inc. - Common Stock (AVGO) | Buy | $1K–15K | Spouse | Oct 30 | 90-day result-13.7% Loss |
| AVGO Broadcom Inc. - Common Stock (AVGO) | Sale | $1K–15K | Spouse | Oct 30 | 90-day result+13.7% Win |
| BRO Brown & Brown, Inc. Common Stock (BRO) | Sale | $1K–15K | Spouse | Oct 30 | 90-day result+12.6% Win |
| BRO Brown & Brown, Inc. Common Stock (BRO) | Buy | $1K–15K | Spouse | Oct 30 | 90-day result-12.6% Loss |
| BWXT BWX Technologies, Inc. Common Stock (BWXT) | Buy | $1K–15K | Spouse | Oct 30 | 90-day result-1.1% Loss |
| BWXT BWX Technologies, Inc. Common Stock (BWXT) | Sale | $1K–15K | Spouse | Oct 30 | 90-day result+1.1% Win |
| CACI CACI International, Inc. Class A Common Stock (CACI) | Sale | $1K–15K | Spouse | Oct 30 | 90-day result-11.1% Loss |
| CACI CACI International, Inc. Class A Common Stock (CACI) | Buy | $1K–15K | Spouse | Oct 30 | 90-day result+11.1% Win |
| CASY Caseys General Stores, Inc. - Common Stock (CASY) | Buy | $1K–15K | Spouse | Oct 30 | 90-day result+16.5% Win |
| CASY Caseys General Stores, Inc. - Common Stock (CASY) | Sale | $1K–15K | Spouse | Oct 30 | 90-day result-16.5% Loss |
| CHRD Chord Energy Corporation - Common Stock (CHRD) | Sale | $1K–15K | Spouse | Oct 30 | 90-day result-6.6% Loss |
| CHRD Chord Energy Corporation - Common Stock (CHRD) | Buy | $1K–15K | Spouse | Oct 30 | 90-day result+6.6% Win |
| CIEN Ciena Corporation (CIEN) | Buy | $1K–15K | Spouse | Oct 30 | 90-day result+33.9% Win |
| CIEN Ciena Corporation (CIEN) | Sale | $1K–15K | Spouse | Oct 30 | 90-day result-33.9% Loss |
| CLX Clorox Company (CLX) | Sale | $1K–15K | Spouse | Oct 30 | 90-day result+5.6% Win |
| CLX Clorox Company (CLX) | Buy | $1K–15K | Spouse | Oct 30 | 90-day result-5.6% Loss |
| KO Coca-Cola Company (KO) | Sale | $1K–15K | Spouse | Oct 30 | 90-day result-3.7% Loss |
| KO Coca-Cola Company (KO) | Buy | $1K–15K | Spouse | Oct 30 | 90-day result+3.7% Win |
| COHR Coherent Corp. (COHR) | Buy | $1K–15K | Spouse | Oct 30 | 90-day result+64.3% Win |
| COHR Coherent Corp. (COHR) | Sale | $1K–15K | Spouse | Oct 30 | 90-day result-64.3% Loss |
| COP ConocoPhillips Common Stock (COP) | Sale | $1K–15K | Spouse | Oct 30 | 90-day result-12.8% Loss |
| COP ConocoPhillips Common Stock (COP) | Buy | $1K–15K | Spouse | Oct 30 | 90-day result+12.8% Win |
| CEG Constellation Energy Corporation - Common Stock (CEG) | Buy | $1K–15K | Spouse | Oct 30 | 90-day resultNo price |
| CEG Constellation Energy Corporation - Common Stock (CEG) | Sale | $1K–15K | Spouse | Oct 30 | 90-day resultNo price |
| CNM Core & Main, Inc. Class A Common Stock (CNM) | Sale | $1K–15K | Spouse | Oct 30 | 90-day result-3.3% Loss |
| CNM Core & Main, Inc. Class A Common Stock (CNM) | Buy | $1K–15K | Spouse | Oct 30 | 90-day result+3.3% Win |
| CMI Cummins Inc. Common Stock (CMI) | Buy | $1K–15K | Spouse | Oct 30 | 90-day result+29.7% Win |
| CMI Cummins Inc. Common Stock (CMI) | Sale | $1K–15K | Spouse | Oct 30 | 90-day result-29.7% Loss |
| CVS CVS Health Corporation Common Stock (CVS) | Sale | $1K–15K | Spouse | Oct 30 | 90-day result+5.7% Win |
| CVS CVS Health Corporation Common Stock (CVS) | Buy | $1K–15K | Spouse | Oct 30 | 90-day result-5.7% Loss |
| DHI D.R. Horton, Inc. Common Stock (DHI) | Buy | $1K–15K | Spouse | Oct 30 | 90-day result-1.6% Loss |
| DHI D.R. Horton, Inc. Common Stock (DHI) | Sale | $1K–15K | Spouse | Oct 30 | 90-day result+1.6% Win |
| DRI Darden Restaurants, Inc. Common Stock (DRI) | Sale | $1K–15K | Spouse | Oct 30 | 90-day result-8.0% Loss |
| DRI Darden Restaurants, Inc. Common Stock (DRI) | Buy | $1K–15K | Spouse | Oct 30 | 90-day result+8.0% Win |
| DDOG Datadog, Inc. - Class A Common Stock (DDOG) | Buy | $1K–15K | Spouse | Oct 30 | 90-day result-12.8% Loss |
| DDOG Datadog, Inc. - Class A Common Stock (DDOG) | Sale | $1K–15K | Spouse | Oct 30 | 90-day result+12.8% Win |
| SRE DBA Sempra Common Stock (SRE) | Sale | $1K–15K | Spouse | Oct 30 | 90-day result+8.4% Win |
| SRE DBA Sempra Common Stock (SRE) | Buy | $1K–15K | Spouse | Oct 30 | 90-day result-8.4% Loss |
| DELL Dell Technologies Inc. Class C Common Stock (DELL) | Buy | $1K–15K | Spouse | Oct 30 | 90-day result-29.4% Loss |
| DELL Dell Technologies Inc. Class C Common Stock (DELL) | Sale | $1K–15K | Spouse | Oct 30 | 90-day result+29.4% Win |
| DAL Delta Air Lines, Inc. Common Stock (DAL) | Sale | $1K–15K | Spouse | Oct 30 | 90-day result-13.0% Loss |
| DAL Delta Air Lines, Inc. Common Stock (DAL) | Buy | $1K–15K | Spouse | Oct 30 | 90-day result+13.0% Win |
| DKS Dick's Sporting Goods Inc Common Stock (DKS) | Buy | $1K–15K | Spouse | Oct 30 | 90-day result-9.0% Loss |
| DKS Dick's Sporting Goods Inc Common Stock (DKS) | Sale | $1K–15K | Spouse | Oct 30 | 90-day result+9.0% Win |
| DUK Duke Energy Corporation (DUK) | Sale | $1K–15K | Spouse | Oct 30 | 90-day result+6.2% Win |
| DUK Duke Energy Corporation (DUK) | Buy | $1K–15K | Spouse | Oct 30 | 90-day result-6.2% Loss |
| ETN Eaton Corporation, PLC Ordinary Shares (ETN) | Buy | $1K–15K | Spouse | Oct 30 | 90-day result-11.6% Loss |
| ETN Eaton Corporation, PLC Ordinary Shares (ETN) | Sale | $1K–15K | Spouse | Oct 30 | 90-day result+11.6% Win |
| SATS EchoStar Corporation - Common stock (SATS) | Sale | $1K–15K | Spouse | Oct 30 | 90-day resultNo price |
| SATS EchoStar Corporation - Common stock (SATS) | Buy | $1K–15K | Spouse | Oct 30 | 90-day resultNo price |
| ECL Ecolab Inc. Common Stock (ECL) | Buy | $1K–15K | Spouse | Oct 30 | 90-day result+7.2% Win |
| ECL Ecolab Inc. Common Stock (ECL) | Sale | $1K–15K | Spouse | Oct 30 | 90-day result-7.2% Loss |
| EME EMCOR Group, Inc. Common Stock (EME) | Sale | $1K–15K | Spouse | Oct 30 | 90-day result-9.9% Loss |
| EME EMCOR Group, Inc. Common Stock (EME) | Buy | $1K–15K | Spouse | Oct 30 | 90-day result+9.9% Win |
| EHC Encompass Health Corporation Common Stock (EHC) | Buy | $1K–15K | Spouse | Oct 30 | 90-day result-20.6% Loss |
| EHC Encompass Health Corporation Common Stock (EHC) | Sale | $1K–15K | Spouse | Oct 30 | 90-day result+20.6% Win |
| ENTG Entegris, Inc. - Common Stock (ENTG) | Sale | $1K–15K | Spouse | Oct 30 | 90-day result-35.4% Loss |
| ENTG Entegris, Inc. - Common Stock (ENTG) | Buy | $1K–15K | Spouse | Oct 30 | 90-day result+35.4% Win |
| WTRG Essential Utilities, Inc. Common Stock (WTRG) | Buy | $1K–15K | Spouse | Oct 30 | 90-day result-4.0% Loss |
| WTRG Essential Utilities, Inc. Common Stock (WTRG) | Sale | $1K–15K | Spouse | Oct 30 | 90-day result+4.0% Win |
| EXC Exelon Corporation (EXC) | Sale | $1K–15K | Spouse | Oct 30 | 90-day result+7.1% Win |
| EXC Exelon Corporation (EXC) | Buy | $1K–15K | Spouse | Oct 30 | 90-day result-7.1% Loss |
| XOM Exxon Mobil Corporation Common Stock (XOM) | Buy | $1K–15K | Spouse | Oct 30 | 90-day result+17.7% Win |
| XOM Exxon Mobil Corporation Common Stock (XOM) | Sale | $1K–15K | Spouse | Oct 30 | 90-day result-17.7% Loss |
| FN Fabrinet Ordinary Shares (FN) | Sale | $1K–15K | Spouse | Oct 30 | 90-day result-12.0% Loss |
| FN Fabrinet Ordinary Shares (FN) | Buy | $1K–15K | Spouse | Oct 30 | 90-day result+12.0% Win |
| FIVE Five Below, Inc. - Common Stock (FIVE) | Buy | $1K–15K | Spouse | Oct 30 | 90-day result+15.9% Win |
| FIVE Five Below, Inc. - Common Stock (FIVE) | Sale | $1K–15K | Spouse | Oct 30 | 90-day result-15.9% Loss |
| FMC FMC Corporation Common Stock (FMC) | Sale | $1K–15K | Spouse | Oct 30 | 90-day result-0.9% Loss |
| FMC FMC Corporation Common Stock (FMC) | Buy | $1K–15K | Spouse | Oct 30 | 90-day result+0.9% Win |
| FTNT Fortinet, Inc. - Common Stock (FTNT) | Buy | $1K–15K | Spouse | Oct 30 | 90-day result-4.8% Loss |
| FTNT Fortinet, Inc. - Common Stock (FTNT) | Sale | $1K–15K | Spouse | Oct 30 | 90-day result+4.8% Win |
| IT Gartner, Inc. Common Stock (IT) | Sale | $1K–15K | Spouse | Oct 30 | 90-day result+11.3% Win |
| IT Gartner, Inc. Common Stock (IT) | Buy | $1K–15K | Spouse | Oct 30 | 90-day result-11.3% Loss |
| GTY Getty Realty Corporation Common Stock (GTY) | Buy | $1K–15K | Spouse | Oct 30 | 90-day result+2.4% Win |
| GTY Getty Realty Corporation Common Stock (GTY) | Sale | $1K–15K | Spouse | Oct 30 | 90-day result-2.4% Loss |
| GS Goldman Sachs Group, Inc. (GS) | Sale | $1K–15K | Spouse | Oct 30 | 90-day result-16.4% Loss |
| GS Goldman Sachs Group, Inc. (GS) | Buy | $1K–15K | Spouse | Oct 30 | 90-day result+16.4% Win |
| GSK GSK plc American Depositary Shares (GSK) | Buy | $1K–15K | Spouse | Oct 30 | 90-day result+4.5% Win |
| GSK GSK plc American Depositary Shares (GSK) | Sale | $1K–15K | Spouse | Oct 30 | 90-day result-4.5% Loss |
| HAS Hasbro, Inc. - Common Stock (HAS) | Sale | $1K–15K | Spouse | Oct 30 | 90-day result-15.2% Loss |
| HAS Hasbro, Inc. - Common Stock (HAS) | Buy | $1K–15K | Spouse | Oct 30 | 90-day result+15.2% Win |
| HDB HDFC Bank Limited Common Stock (HDB) | Buy | $1K–15K | Spouse | Oct 30 | 90-day result-14.7% Loss |
| HDB HDFC Bank Limited Common Stock (HDB) | Sale | $1K–15K | Spouse | Oct 30 | 90-day result+14.7% Win |
| HPE Hewlett Packard Enterprise Company Common Stock (HPE) | Sale | $1K–15K | Spouse | Oct 30 | 90-day result+13.3% Win |
| HPE Hewlett Packard Enterprise Company Common Stock (HPE) | Buy | $1K–15K | Spouse | Oct 30 | 90-day result-13.3% Loss |
| HOMB Home BancShares, Inc. Common Stock (HOMB) | Buy | $1K–15K | Spouse | Oct 30 | 90-day result+3.7% Win |
| HOMB Home BancShares, Inc. Common Stock (HOMB) | Sale | $1K–15K | Spouse | Oct 30 | 90-day result-3.7% Loss |
| HMC Honda Motor Company, Ltd. Common Stock (HMC) | Sale | $1K–15K | Spouse | Oct 30 | 90-day result+7.5% Win |
| HMC Honda Motor Company, Ltd. Common Stock (HMC) | Buy | $1K–15K | Spouse | Oct 30 | 90-day result-7.5% Loss |
| HWM Howmet Aerospace Inc. Common Stock (HWM) | Buy | $1K–15K | Spouse | Oct 30 | 90-day result+2.2% Win |
| HWM Howmet Aerospace Inc. Common Stock (HWM) | Sale | $1K–15K | Spouse | Oct 30 | 90-day result-2.2% Loss |
| HUM Humana Inc. Common Stock (HUM) | Sale | $1K–15K | Spouse | Oct 30 | 90-day result+34.4% Win |
| HUM Humana Inc. Common Stock (HUM) | Buy | $1K–15K | Spouse | Oct 30 | 90-day result-34.4% Loss |
| IEX IDEX Corporation Common Stock (IEX) | Sale | $1K–15K | Spouse | Oct 30 | 90-day result-12.8% Loss |
| IEX IDEX Corporation Common Stock (IEX) | Buy | $1K–15K | Spouse | Oct 30 | 90-day result+12.8% Win |
| ITW Illinois Tool Works Inc. Common Stock (ITW) | Buy | $1K–15K | Spouse | Oct 30 | 90-day result+3.7% Win |
| ITW Illinois Tool Works Inc. Common Stock (ITW) | Sale | $1K–15K | Spouse | Oct 30 | 90-day result-3.7% Loss |
| ILMN Illumina, Inc. - Common Stock (ILMN) | Sale | $1K–15K | Spouse | Oct 30 | 90-day result-48.8% Loss |
| ILMN Illumina, Inc. - Common Stock (ILMN) | Buy | $1K–15K | Spouse | Oct 30 | 90-day result+48.8% Win |
| ING ING Group, N.V. Common Stock (ING) | Buy | $1K–15K | Spouse | Oct 30 | 90-day result+14.2% Win |
| ING ING Group, N.V. Common Stock (ING) | Sale | $1K–15K | Spouse | Oct 30 | 90-day result-14.2% Loss |
| ITT ITT Inc. Common Stock (ITT) | Sale | $1K–15K | Spouse | Oct 30 | 90-day result+5.7% Win |
| ITT ITT Inc. Common Stock (ITT) | Buy | $1K–15K | Spouse | Oct 30 | 90-day result-5.7% Loss |
| JD JD.com, Inc. - American Depositary Shares (JD) | Buy | $1K–15K | Spouse | Oct 30 | 90-day result-14.7% Loss |
| JD JD.com, Inc. - American Depositary Shares (JD) | Sale | $1K–15K | Spouse | Oct 30 | 90-day result+14.7% Win |
| JNJ Johnson & Johnson Common Stock (JNJ) | Sale | $1K–15K | Spouse | Oct 30 | 90-day result-18.2% Loss |
| JNJ Johnson & Johnson Common Stock (JNJ) | Buy | $1K–15K | Spouse | Oct 30 | 90-day result+18.2% Win |
| JPM JP Morgan Chase & Co. Common Stock (JPM) | Buy | $1K–15K | Spouse | Oct 30 | 90-day result-5.2% Loss |
| JPM JP Morgan Chase & Co. Common Stock (JPM) | Sale | $1K–15K | Spouse | Oct 30 | 90-day result+5.2% Win |
| KVUE Kenvue Inc. Common Stock (KVUE) | Sale | $1K–15K | Spouse | Oct 30 | 90-day result-19.4% Loss |
| KVUE Kenvue Inc. Common Stock (KVUE) | Buy | $1K–15K | Spouse | Oct 30 | 90-day result+19.4% Win |
| KRG Kite Realty Group Trust Common Stock (KRG) | Buy | $1K–15K | Spouse | Oct 30 | 90-day result+1.5% Win |
| KRG Kite Realty Group Trust Common Stock (KRG) | Sale | $1K–15K | Spouse | Oct 30 | 90-day result-1.5% Loss |
| L Loews Corporation Common Stock (L) | Sale | $1K–15K | Spouse | Oct 30 | 90-day result-1.0% Loss |
| L Loews Corporation Common Stock (L) | Buy | $1K–15K | Spouse | Oct 30 | 90-day result+1.0% Win |
| LPX Louisiana-Pacific Corporation Common Stock (LPX) | Buy | $1K–15K | Spouse | Oct 30 | 90-day result-2.0% Loss |
| LPX Louisiana-Pacific Corporation Common Stock (LPX) | Sale | $1K–15K | Spouse | Oct 30 | 90-day result+2.0% Win |
| MGY Magnolia Oil & Gas Corporation Class A Common Stock (MGY) | Sale | $1K–15K | Spouse | Oct 30 | 90-day result-10.2% Loss |
| MGY Magnolia Oil & Gas Corporation Class A Common Stock (MGY) | Buy | $1K–15K | Spouse | Oct 30 | 90-day result+10.2% Win |
| MTZ MasTec, Inc. Common Stock (MTZ) | Buy | $1K–15K | Spouse | Oct 30 | 90-day result+12.0% Win |
| MTZ MasTec, Inc. Common Stock (MTZ) | Sale | $1K–15K | Spouse | Oct 30 | 90-day result-12.0% Loss |
| MCD McDonald's Corporation Common Stock (MCD) | Sale | $1K–15K | Spouse | Oct 30 | 90-day result-1.1% Loss |
| MCD McDonald's Corporation Common Stock (MCD) | Buy | $1K–15K | Spouse | Oct 30 | 90-day result+1.1% Win |
| META Meta Platforms, Inc. - Class A Common Stock (META) | Buy | $1K–15K | Spouse | Oct 30 | 90-day result-2.0% Loss |
| META Meta Platforms, Inc. - Class A Common Stock (META) | Sale | $1K–15K | Spouse | Oct 30 | 90-day result+2.0% Win |
| MGPI MGP Ingredients, Inc. - Common Stock (MGPI) | Sale | $1K–15K | Spouse | Oct 30 | 90-day result+1.1% Win |
| MGPI MGP Ingredients, Inc. - Common Stock (MGPI) | Buy | $1K–15K | Spouse | Oct 30 | 90-day result-1.1% Loss |
| MSFT Microsoft Corporation - Common Stock (MSFT) | Buy | $15K–50K | Spouse | Oct 30 | 90-day result-10.6% Loss |
| MSFT Microsoft Corporation - Common Stock (MSFT) | Sale | $15K–50K | Spouse | Oct 30 | 90-day result+10.6% Win |
| MKSI MKS Inc. - Common Stock (MKSI) | Sale | $1K–15K | Spouse | Oct 30 | 90-day result-67.4% Loss |
| MKSI MKS Inc. - Common Stock (MKSI) | Buy | $1K–15K | Spouse | Oct 30 | 90-day result+67.4% Win |
| NFLX Netflix, Inc. - Common Stock (NFLX) | Sale | $1K–15K | Spouse | Oct 30 | 90-day result+24.6% Win |
| NFLX Netflix, Inc. - Common Stock (NFLX) | Buy | $1K–15K | Spouse | Oct 30 | 90-day result-24.6% Loss |
| NTRS Northern Trust Corporation - Common Stock (NTRS) | Buy | $1K–15K | Spouse | Oct 30 | 90-day result+16.2% Win |
| NTRS Northern Trust Corporation - Common Stock (NTRS) | Sale | $1K–15K | Spouse | Oct 30 | 90-day result-16.2% Loss |
| NCLH Norwegian Cruise Line Holdings Ltd. Ordinary Shares (NCLH) | Sale | $1K–15K | Spouse | Oct 30 | 90-day result+8.8% Win |
| NCLH Norwegian Cruise Line Holdings Ltd. Ordinary Shares (NCLH) | Buy | $1K–15K | Spouse | Oct 30 | 90-day result-8.8% Loss |
| NVS Novartis AG Common Stock (NVS) | Buy | $1K–15K | Spouse | Oct 30 | 90-day result+18.3% Win |
| NVS Novartis AG Common Stock (NVS) | Sale | $1K–15K | Spouse | Oct 30 | 90-day result-18.3% Loss |
| NVO Novo Nordisk A/S Common Stock (NVO) | Sale | $1K–15K | Spouse | Oct 30 | 90-day result-18.2% Loss |
| NVO Novo Nordisk A/S Common Stock (NVO) | Buy | $1K–15K | Spouse | Oct 30 | 90-day result+18.2% Win |
| NVDA NVIDIA Corporation - Common Stock (NVDA) | Buy | $15K–50K | Spouse | Oct 30 | 90-day result-7.9% Loss |
| NVDA NVIDIA Corporation - Common Stock (NVDA) | Sale | $15K–50K | Spouse | Oct 30 | 90-day result+7.9% Win |
| OPCH Option Care Health, Inc. - Common Stock (OPCH) | Sale | $1K–15K | Spouse | Oct 30 | 90-day result-30.2% Loss |
| OPCH Option Care Health, Inc. - Common Stock (OPCH) | Buy | $1K–15K | Spouse | Oct 30 | 90-day result+30.2% Win |
| ORCL Oracle Corporation Common Stock (ORCL) | Buy | $1K–15K | Spouse | Oct 30 | 90-day result-35.0% Loss |
| ORCL Oracle Corporation Common Stock (ORCL) | Sale | $1K–15K | Spouse | Oct 30 | 90-day result+35.0% Win |
| ORLY O'Reilly Automotive, Inc. - Common Stock (ORLY) | Sale | $1K–15K | Spouse | Oct 30 | 90-day result-4.2% Loss |
| ORLY O'Reilly Automotive, Inc. - Common Stock (ORLY) | Buy | $1K–15K | Spouse | Oct 30 | 90-day result+4.2% Win |
| OSK Oshkosh Corporation (OSK) | Buy | $1K–15K | Spouse | Oct 30 | 90-day result+16.7% Win |
| OSK Oshkosh Corporation (OSK) | Sale | $1K–15K | Spouse | Oct 30 | 90-day result-16.7% Loss |
| OTIS Otis Worldwide Corporation Common Stock (OTIS) | Sale | $1K–15K | Spouse | Oct 30 | 90-day result+6.5% Win |
| OTIS Otis Worldwide Corporation Common Stock (OTIS) | Buy | $1K–15K | Spouse | Oct 30 | 90-day result-6.5% Loss |
| PLTR Palantir Technologies Inc. - Class A Common Stock (PLTR) | Buy | $1K–15K | Spouse | Oct 30 | 90-day result-21.4% Loss |
| PLTR Palantir Technologies Inc. - Class A Common Stock (PLTR) | Sale | $1K–15K | Spouse | Oct 30 | 90-day result+21.4% Win |
| PDD PDD Holdings Inc. - American Depositary Shares (PDD) | Sale | $1K–15K | Spouse | Oct 30 | 90-day result+26.6% Win |
| PDD PDD Holdings Inc. - American Depositary Shares (PDD) | Buy | $1K–15K | Spouse | Oct 30 | 90-day result-26.6% Loss |
| PEP Pepsico, Inc. (PEP) | Buy | $1K–15K | Spouse | Oct 30 | 90-day result-1.6% Loss |
| PEP Pepsico, Inc. (PEP) | Sale | $1K–15K | Spouse | Oct 30 | 90-day result+1.6% Win |
| PFGC Performance Food Group Company Common Stock (PFGC) | Sale | $1K–15K | Spouse | Oct 30 | 90-day result+1.8% Win |
| PFGC Performance Food Group Company Common Stock (PFGC) | Buy | $1K–15K | Spouse | Oct 30 | 90-day result-1.8% Loss |
| PII Polaris Inc. Common Stock (PII) | Buy | $1K–15K | Spouse | Oct 30 | 90-day result-5.8% Loss |
| PII Polaris Inc. Common Stock (PII) | Sale | $1K–15K | Spouse | Oct 30 | 90-day result+5.8% Win |
| PFG Principal Financial Group Inc (PFG) | Sale | $1K–15K | Spouse | Oct 30 | 90-day result-11.2% Loss |
| PFG Principal Financial Group Inc (PFG) | Buy | $1K–15K | Spouse | Oct 30 | 90-day result+11.2% Win |
| PSTG Pure Storage, Inc. Class A Common Stock (PSTG) | Buy | $1K–15K | Spouse | Oct 30 | 90-day resultNo price |
| PSTG Pure Storage, Inc. Class A Common Stock (PSTG) | Sale | $1K–15K | Spouse | Oct 30 | 90-day resultNo price |
| QLYS Qualys, Inc. - Common Stock (QLYS) | Sale | $1K–15K | Spouse | Oct 30 | 90-day result-5.0% Loss |
| QLYS Qualys, Inc. - Common Stock (QLYS) | Buy | $1K–15K | Spouse | Oct 30 | 90-day result+5.0% Win |
| PWR Quanta Services, Inc. Common Stock (PWR) | Buy | $1K–15K | Spouse | Oct 30 | 90-day result+3.8% Win |
| PWR Quanta Services, Inc. Common Stock (PWR) | Sale | $1K–15K | Spouse | Oct 30 | 90-day result-3.8% Loss |
| RBA RB Global, Inc. Common Stock (RBA) | Sale | $1K–15K | Spouse | Oct 30 | 90-day result-13.3% Loss |
| RBA RB Global, Inc. Common Stock (RBA) | Buy | $1K–15K | Spouse | Oct 30 | 90-day result+13.3% Win |
| RF Regions Financial Corporation Common Stock (RF) | Buy | $1K–15K | Spouse | Oct 30 | 90-day result+12.9% Win |
| RF Regions Financial Corporation Common Stock (RF) | Sale | $1K–15K | Spouse | Oct 30 | 90-day result-12.9% Loss |
| RGEN Repligen Corporation - Common Stock (RGEN) | Sale | $1K–15K | Spouse | Oct 30 | 90-day result-8.5% Loss |
| RGEN Repligen Corporation - Common Stock (RGEN) | Buy | $1K–15K | Spouse | Oct 30 | 90-day result+8.5% Win |
| RIO Rio Tinto Plc Common Stock (RIO) | Buy | $1K–15K | Spouse | Oct 30 | 90-day result+27.1% Win |
| RIO Rio Tinto Plc Common Stock (RIO) | Sale | $1K–15K | Spouse | Oct 30 | 90-day result-27.1% Loss |
| ROIV Roivant Sciences Ltd. - Common Shares (ROIV) | Sale | $1K–15K | Spouse | Oct 30 | 90-day result-9.5% Loss |
| ROIV Roivant Sciences Ltd. - Common Shares (ROIV) | Buy | $1K–15K | Spouse | Oct 30 | 90-day result+9.5% Win |
| SNDK Sandisk Corporation - Common Stock (SNDK) | Sale | $1K–15K | Spouse | Oct 30 | 90-day result-167.4% Loss |
| SNDK Sandisk Corporation - Common Stock (SNDK) | Buy | $1K–15K | Spouse | Oct 30 | 90-day result+167.4% Win |
| SAP SAP SE ADS (SAP) | Buy | $1K–15K | Spouse | Oct 30 | 90-day result-11.1% Loss |
| SAP SAP SE ADS (SAP) | Sale | $1K–15K | Spouse | Oct 30 | 90-day result+11.1% Win |
| SAIC Science Applications International Corporation - Common Stock (SAIC) | Sale | $1K–15K | Spouse | Oct 30 | 90-day result-10.9% Loss |
| SAIC Science Applications International Corporation - Common Stock (SAIC) | Buy | $1K–15K | Spouse | Oct 30 | 90-day result+10.9% Win |
| SBCF Seacoast Banking Corporation of Florida - Common Stock (SBCF) | Buy | $1K–15K | Spouse | Oct 30 | 90-day result+7.9% Win |
| SBCF Seacoast Banking Corporation of Florida - Common Stock (SBCF) | Sale | $1K–15K | Spouse | Oct 30 | 90-day result-7.9% Loss |
| SHW Sherwin-Williams Company (SHW) | Sale | $1K–15K | Spouse | Oct 30 | 90-day result+1.7% Win |
| SHW Sherwin-Williams Company (SHW) | Buy | $1K–15K | Spouse | Oct 30 | 90-day result-1.7% Loss |
| SLB SLB Limited Common Shares (SLB) | Buy | $1K–15K | Spouse | Oct 30 | 90-day result+32.2% Win |
| SLB SLB Limited Common Shares (SLB) | Sale | $1K–15K | Spouse | Oct 30 | 90-day result-32.2% Loss |
| SGI Somnigroup International Inc. Common Stock (SGI) | Sale | $1K–15K | Spouse | Oct 30 | 90-day result-10.2% Loss |
| SGI Somnigroup International Inc. Common Stock (SGI) | Buy | $1K–15K | Spouse | Oct 30 | 90-day result+10.2% Win |
| SONY Sony Group Corporation American Depositary Shares (SONY) | Buy | $1K–15K | Spouse | Oct 30 | 90-day result-21.9% Loss |
| SONY Sony Group Corporation American Depositary Shares (SONY) | Sale | $1K–15K | Spouse | Oct 30 | 90-day result+21.9% Win |
| SR Spire Inc. Common Stock (SR) | Sale | $1K–15K | Spouse | Oct 30 | 90-day result+6.2% Win |
| SR Spire Inc. Common Stock (SR) | Buy | $1K–15K | Spouse | Oct 30 | 90-day result-6.2% Loss |
| SFM Sprouts Farmers Market, Inc. - Common Stock (SFM) | Buy | $1K–15K | Spouse | Oct 30 | 90-day result-11.4% Loss |
| SFM Sprouts Farmers Market, Inc. - Common Stock (SFM) | Sale | $1K–15K | Spouse | Oct 30 | 90-day result+11.4% Win |
| SF Stifel Financial Corporation Common Stock (SF) | Sale | $1K–15K | Spouse | Oct 30 | 90-day result-5.0% Loss |
| SF Stifel Financial Corporation Common Stock (SF) | Buy | $1K–15K | Spouse | Oct 30 | 90-day result+5.0% Win |
| SYY Sysco Corporation Common Stock (SYY) | Buy | $1K–15K | Spouse | Oct 30 | 90-day result+9.5% Win |
| SYY Sysco Corporation Common Stock (SYY) | Sale | $1K–15K | Spouse | Oct 30 | 90-day result-9.5% Loss |
| TSM Taiwan Semiconductor Manufacturing Company Ltd. (TSM) | Sale | $1K–15K | Spouse | Oct 30 | 90-day result-10.6% Loss |
| TSM Taiwan Semiconductor Manufacturing Company Ltd. (TSM) | Buy | $1K–15K | Spouse | Oct 30 | 90-day result+10.6% Win |
| TMHC Taylor Morrison Home Corporation Common Stock (TMHC) | Buy | $1K–15K | Spouse | Oct 30 | 90-day resultNo price |
| TMHC Taylor Morrison Home Corporation Common Stock (TMHC) | Sale | $1K–15K | Spouse | Oct 30 | 90-day resultNo price |
| TER Teradyne, Inc. (TER) | Sale | $1K–15K | Spouse | Oct 30 | 90-day result-39.6% Loss |
| TER Teradyne, Inc. (TER) | Buy | $1K–15K | Spouse | Oct 30 | 90-day result+39.6% Win |
| TSLA Tesla, Inc. - Common Stock (TSLA) | Buy | $1K–15K | Spouse | Oct 30 | 90-day result-4.5% Loss |
| TSLA Tesla, Inc. - Common Stock (TSLA) | Sale | $1K–15K | Spouse | Oct 30 | 90-day result+4.5% Win |
| TXT Textron Inc. Common Stock (TXT) | Sale | $1K–15K | Spouse | Oct 30 | 90-day result-7.0% Loss |
| TXT Textron Inc. Common Stock (TXT) | Buy | $1K–15K | Spouse | Oct 30 | 90-day result+7.0% Win |
| BK The Bank of New York Mellon Corporation Common Stock (BK) | Buy | $1K–15K | Spouse | Oct 30 | 90-day resultNo price |
| BK The Bank of New York Mellon Corporation Common Stock (BK) | Sale | $1K–15K | Spouse | Oct 30 | 90-day resultNo price |
| SJM The J.M. Smucker Company Common Stock (SJM) | Sale | $1K–15K | Spouse | Oct 30 | 90-day result+1.2% Win |
| SJM The J.M. Smucker Company Common Stock (SJM) | Buy | $1K–15K | Spouse | Oct 30 | 90-day result-1.2% Loss |
| TMO Thermo Fisher Scientific Inc Common Stock (TMO) | Sale | $1K–15K | Spouse | Oct 30 | 90-day result-7.0% Loss |
| TMO Thermo Fisher Scientific Inc Common Stock (TMO) | Buy | $1K–15K | Spouse | Oct 30 | 90-day result+7.0% Win |
| TMUS T-Mobile US, Inc. (TMUS) | Buy | $1K–15K | Spouse | Oct 30 | 90-day result-13.8% Loss |
| TMUS T-Mobile US, Inc. (TMUS) | Sale | $1K–15K | Spouse | Oct 30 | 90-day result+13.8% Win |
| TCOM Trip.com Group Limited - American Depositary Shares (TCOM) | Buy | $1K–15K | Spouse | Oct 30 | 90-day result-13.8% Loss |
| TCOM Trip.com Group Limited - American Depositary Shares (TCOM) | Sale | $1K–15K | Spouse | Oct 30 | 90-day result+13.8% Win |
| UBER Uber Technologies, Inc. Common Stock (UBER) | Sale | $1K–15K | Spouse | Oct 30 | 90-day result+19.6% Win |
| UBER Uber Technologies, Inc. Common Stock (UBER) | Buy | $1K–15K | Spouse | Oct 30 | 90-day result-19.6% Loss |
| UTHR United Therapeutics Corporation - Common Stock (UTHR) | Buy | $1K–15K | Spouse | Oct 30 | 90-day result+0.7% Win |
| UTHR United Therapeutics Corporation - Common Stock (UTHR) | Sale | $1K–15K | Spouse | Oct 30 | 90-day result-0.7% Loss |
| UNH UnitedHealth Group Incorporated Common Stock (UNH) | Sale | $1K–15K | Spouse | Oct 30 | 90-day result+17.0% Win |
| UNH UnitedHealth Group Incorporated Common Stock (UNH) | Buy | $1K–15K | Spouse | Oct 30 | 90-day result-17.0% Loss |
| UNM Unum Group Common Stock (UNM) | Buy | $1K–15K | Spouse | Oct 30 | 90-day result+1.6% Win |
| UNM Unum Group Common Stock (UNM) | Sale | $1K–15K | Spouse | Oct 30 | 90-day result-1.6% Loss |
| UE Urban Edge Properties Common Shares of Beneficial Interest (UE) | Sale | $1K–15K | Spouse | Oct 30 | 90-day result+5.2% Win |
| UE Urban Edge Properties Common Shares of Beneficial Interest (UE) | Buy | $1K–15K | Spouse | Oct 30 | 90-day result-5.2% Loss |
| VALE VALE S.A. American Depositary Shares Each Representing one common share (VALE) | Buy | $1K–15K | Spouse | Oct 30 | 90-day result+38.5% Win |
| VRT Vertiv Holdings, LLC Class A Common Stock (VRT) | Sale | $1K–15K | Spouse | Oct 30 | 90-day result+2.3% Win |
| VRT Vertiv Holdings, LLC Class A Common Stock (VRT) | Buy | $1K–15K | Spouse | Oct 30 | 90-day result-2.3% Loss |
| V Visa Inc. (V) | Buy | $1K–15K | Spouse | Oct 30 | 90-day result-7.5% Loss |
| V Visa Inc. (V) | Sale | $1K–15K | Spouse | Oct 30 | 90-day result+7.5% Win |
| VST Vistra Corp. Common Stock (VST) | Sale | $1K–15K | Spouse | Oct 30 | 90-day result+14.9% Win |
| VST Vistra Corp. Common Stock (VST) | Buy | $1K–15K | Spouse | Oct 30 | 90-day result-14.9% Loss |
| WRB W.R. Berkley Corporation Common Stock (WRB) | Buy | $1K–15K | Spouse | Oct 30 | 90-day result-7.7% Loss |
| WRB W.R. Berkley Corporation Common Stock (WRB) | Sale | $1K–15K | Spouse | Oct 30 | 90-day result+7.7% Win |
| WMT Walmart Inc. Common Stock (WMT) | Sale | $1K–15K | Spouse | Oct 30 | 90-day result-11.8% Loss |
| WMT Walmart Inc. Common Stock (WMT) | Buy | $1K–15K | Spouse | Oct 30 | 90-day result+11.8% Win |
| WSFS WSFS Financial Corporation - Common Stock (WSFS) | Buy | $1K–15K | Spouse | Oct 30 | 90-day result+15.6% Win |
| WSFS WSFS Financial Corporation - Common Stock (WSFS) | Sale | $1K–15K | Spouse | Oct 30 | 90-day result-15.6% Loss |
| WYNN Wynn Resorts, Limited - Common Stock (WYNN) | Sale | $1K–15K | Spouse | Oct 30 | 90-day result+8.0% Win |
| WYNN Wynn Resorts, Limited - Common Stock (WYNN) | Buy | $1K–15K | Spouse | Oct 30 | 90-day result-8.0% Loss |
| CIEN Ciena Corporation (CIEN) | Sale | $1K–15K | Spouse | Oct 15 | 90-day result-41.8% Loss |
| AMZN Amazon.com, Inc. - Common Stock (AMZN) | Sale | $1K–15K | Spouse | Oct 14 | 90-day result-8.9% Loss |
| AAPL Apple Inc. - Common Stock (AAPL) | SalePartial | $1K–15K | Spouse | Oct 14 | 90-day result+0.0% Win |
| ANET Arista Networks, Inc. Common Stock (ANET) | Sale | $1K–15K | Spouse | Oct 14 | 90-day result+16.0% Win |
| ASML ASML Holding N.V. - New York Registry Shares (ASML) | SalePartial | $1K–15K | Spouse | Oct 14 | 90-day result-25.6% Loss |
| BLK BlackRock, Inc. Common Stock (BLK) | Sale | $1K–15K | Spouse | Oct 14 | 90-day result+13.8% Win |
| FLEX Flex Ltd. - Ordinary Shares (FLEX) | Sale | $1K–15K | Spouse | Oct 14 | 90-day result+0.7% Win |
| HSBC HSBC Holdings, plc. Common Stock (HSBC) | Sale | $1K–15K | Spouse | Oct 14 | 90-day result-16.7% Loss |
| H Hyatt Hotels Corporation Class A Common Stock (H) | Sale | $1K–15K | Spouse | Oct 14 | 90-day result-6.8% Loss |
| INGR Ingredion Incorporated Common Stock (INGR) | Sale | $1K–15K | Spouse | Oct 14 | 90-day result+11.4% Win |
| IBKR Interactive Brokers Group, Inc. - Class A Common Stock (IBKR) | Sale | $1K–15K | Spouse | Oct 14 | 90-day result+2.9% Win |
| LYG Lloyds Banking Group Plc American Depositary Shares (LYG) | Sale | $1K–15K | Spouse | Oct 14 | 90-day result-16.3% Loss |
| META Meta Platforms, Inc. - Class A Common Stock (META) | SalePartial | $1K–15K | Spouse | Oct 14 | 90-day result+14.4% Win |
| NTES NetEase, Inc. - American Depositary Shares, each representing 5 ordinary shares (NTES) | Sale | $1K–15K | Spouse | Oct 14 | 90-day result+5.2% Win |
| ROL Rollins, Inc. Common Stock (ROL) | Sale | $1K–15K | Spouse | Oct 14 | 90-day result-2.3% Loss |
| SAP SAP SE ADS (SAP) | SalePartial | $1K–15K | Spouse | Oct 14 | 90-day result+13.0% Win |
| SNDR Schneider National, Inc. Common Stock (SNDR) | Sale | $1K–15K | Spouse | Oct 14 | 90-day result-23.0% Loss |
| SHEL Shell PLC American Depositary Shares (SHEL) | Sale | $1K–15K | Spouse | Oct 14 | 90-day result+5.0% Win |
| TSM Taiwan Semiconductor Manufacturing Company Ltd. (TSM) | SalePartial | $1K–15K | Spouse | Oct 14 | 90-day result-7.1% Loss |
| TM Toyota Motor Corporation Common Stock (TM) | Sale | $1K–15K | Spouse | Oct 14 | 90-day result-11.1% Loss |
| ADC Agree Realty Corporation Common Stock (ADC) | Sale | $1K–15K | Spouse | Sep 25 | 90-day result+2.4% Win |
| APD Air Products and Chemicals, Inc. Common Stock (APD) | Sale | $1K–15K | Spouse | Sep 25 | 90-day result+12.4% Win |
| AMZN Amazon.com, Inc. - Common Stock (AMZN) | SalePartial | $1K–15K | Spouse | Sep 25 | 90-day result-1.6% Loss |
| AMH American Homes 4 Rent Common Shares of Beneficial Interest (AMH) | Buy | $1K–15K | Spouse | Sep 25 | 90-day result-7.4% Loss |
| AMGN Amgen Inc. - Common Stock (AMGN) | Sale | $1K–15K | Spouse | Sep 25 | 90-day result-18.1% Loss |
| ASML ASML Holding N.V. - New York Registry Shares (ASML) | Buy | $1K–15K | Spouse | Sep 25 | 90-day result+7.3% Win |
| BAX Baxter International Inc. Common Stock (BAX) | Buy | $1K–15K | Spouse | Sep 25 | 90-day result-16.9% Loss |
| BBT Beacon Financial Corporation Common stock (BBT) | Sale | $1K–15K | Spouse | Sep 25 | 90-day result-6.8% Loss |
| BCC Boise Cascade, L.L.C. Common Stock (BCC) | Sale | $1K–15K | Spouse | Sep 25 | 90-day result+7.3% Win |
| BTI British American Tobacco Industries, p.l.c. Common Stock ADR (BTI) | Sale | $1K–15K | Spouse | Sep 25 | 90-day result-4.4% Loss |
| CHD Church & Dwight Company, Inc. Common Stock (CHD) | Sale | $1K–15K | Spouse | Sep 25 | 90-day result+5.4% Win |
| KO Coca-Cola Company (KO) | Buy | $1K–15K | Spouse | Sep 25 | 90-day result+1.3% Win |
| CON Concentra Group Holdings Parent, Inc. Common Stock (CON) | Sale | $1K–15K | Spouse | Sep 25 | 90-day result+8.6% Win |
| CSGP CoStar Group, Inc. - Common Stock (CSGP) | Sale | $1K–15K | Spouse | Sep 25 | 90-day result+24.4% Win |
| DHR Danaher Corporation Common Stock (DHR) | Sale | $1K–15K | Spouse | Sep 25 | 90-day result-22.5% Loss |
| DRI Darden Restaurants, Inc. Common Stock (DRI) | Buy | $1K–15K | Spouse | Sep 25 | 90-day result-3.4% Loss |
| DEO Diageo plc Common Stock (DEO) | Sale | $1K–15K | Spouse | Sep 25 | 90-day result+13.5% Win |
| DLB Dolby Laboratories Common Stock (DLB) | Sale | $1K–15K | Spouse | Sep 25 | 90-day result+12.2% Win |
| DPZ Domino's Pizza Inc - Common Stock (DPZ) | Sale | $1K–15K | Spouse | Sep 25 | 90-day result+4.3% Win |
| DT Dynatrace, Inc. Common Stock (DT) | Sale | $1K–15K | Spouse | Sep 25 | 90-day result+14.9% Win |
| WTRG Essential Utilities, Inc. Common Stock (WTRG) | Buy | $1K–15K | Spouse | Sep 25 | 90-day result-2.9% Loss |
| FMC FMC Corporation Common Stock (FMC) | Buy | $1K–15K | Spouse | Sep 25 | 90-day result-64.7% Loss |
| FCX Freeport-McMoRan, Inc. Common Stock (FCX) | Sale | $1K–15K | Spouse | Sep 25 | 90-day result-42.4% Loss |
| GTY Getty Realty Corporation Common Stock (GTY) | Buy | $1K–15K | Spouse | Sep 25 | 90-day result+1.4% Win |
| HDB HDFC Bank Limited Common Stock (HDB) | Buy | $1K–15K | Spouse | Sep 25 | 90-day result+1.3% Win |
| HRL Hormel Foods Corporation Common Stock (HRL) | Sale | $1K–15K | Spouse | Sep 25 | 90-day result+5.2% Win |
| HUM Humana Inc. Common Stock (HUM) | Buy | $1K–15K | Spouse | Sep 25 | 90-day result-3.0% Loss |
| INGR Ingredion Incorporated Common Stock (INGR) | Buy | $1K–15K | Spouse | Sep 25 | 90-day result-13.2% Loss |
| KVUE Kenvue Inc. Common Stock (KVUE) | Buy | $1K–15K | Spouse | Sep 25 | 90-day result+1.6% Win |
| LPX Louisiana-Pacific Corporation Common Stock (LPX) | Buy | $1K–15K | Spouse | Sep 25 | 90-day result-5.9% Loss |
| MAN ManpowerGroup Common Stock (MAN) | Sale | $1K–15K | Spouse | Sep 25 | 90-day result+27.3% Win |
| CART Maplebear Inc. - Common Stock (CART) | Sale | $1K–15K | Spouse | Sep 25 | 90-day result-2.6% Loss |
| MMSI Merit Medical Systems, Inc. - Common Stock (MMSI) | Sale | $1K–15K | Spouse | Sep 25 | 90-day result-4.3% Loss |
| MGPI MGP Ingredients, Inc. - Common Stock (MGPI) | Buy | $1K–15K | Spouse | Sep 25 | 90-day result-7.7% Loss |
| NTES NetEase, Inc. - American Depositary Shares, each representing 5 ordinary shares (NTES) | Buy | $1K–15K | Spouse | Sep 25 | 90-day result-14.0% Loss |
| NVS Novartis AG Common Stock (NVS) | SalePartial | $1K–15K | Spouse | Sep 25 | 90-day result-8.7% Loss |
| OPCH Option Care Health, Inc. - Common Stock (OPCH) | Buy | $1K–15K | Spouse | Sep 25 | 90-day result+15.7% Win |
| RS Reliance, Inc. Common Stock (RS) | Sale | $1K–15K | Spouse | Sep 25 | 90-day result-0.3% Loss |
| ROL Rollins, Inc. Common Stock (ROL) | Buy | $1K–15K | Spouse | Sep 25 | 90-day result+2.5% Win |
| RHP Ryman Hospitality Properties, Inc. (RHP) | Sale | $1K–15K | Spouse | Sep 25 | 90-day result-1.1% Loss |
| SAP SAP SE ADS (SAP) | Buy | $1K–15K | Spouse | Sep 25 | 90-day result-11.2% Loss |
| SBAC SBA Communications Corporation - Class A Common Stock (SBAC) | Sale | $1K–15K | Spouse | Sep 25 | 90-day result+6.3% Win |
| SLB Schlumberger N.V. Common Stock (SLB) | Buy | $1K–15K | Spouse | Sep 25 | 90-day result+4.9% Win |
| SNDR Schneider National, Inc. Common Stock (SNDR) | Buy | $1K–15K | Spouse | Sep 25 | 90-day result+22.9% Win |
| SFM Sprouts Farmers Market, Inc. - Common Stock (SFM) | Buy | $1K–15K | Spouse | Sep 25 | 90-day result-33.4% Loss |
| UL Unilever PLC Common Stock (UL) | Sale | $1K–15K | Spouse | Sep 25 | 90-day result+6.0% Win |
| ACI Albertsons Companies, Inc. Class A Common Stock (ACI) | Buy | $1K–15K | Spouse | Sep 11 | 90-day result-13.5% Loss |
| ALGN Align Technology, Inc. - Common Stock (ALGN) | Sale | $1K–15K | Spouse | Sep 11 | 90-day result-16.5% Loss |
| AMZN Amazon.com, Inc. - Common Stock (AMZN) | Buy | $1K–15K | Spouse | Sep 11 | 90-day result-3.8% Loss |
| AAPL Apple Inc. - Common Stock (AAPL) | Buy | $1K–15K | Spouse | Sep 11 | 90-day result+16.6% Win |
| BHP BHP Group Limited American Depositary Shares (BHP) | Buy | $1K–15K | Spouse | Sep 11 | 90-day result+7.1% Win |
| BURL Burlington Stores, Inc. Common Stock (BURL) | Sale | $1K–15K | Spouse | Sep 11 | 90-day result+7.7% Win |
| CARR Carrier Global Corporation Common Stock (CARR) | Sale | $1K–15K | Spouse | Sep 11 | 90-day result+19.0% Win |
| CTAS Cintas Corporation - Common Stock (CTAS) | Sale | $1K–15K | Spouse | Sep 11 | 90-day result+13.8% Win |
| CL Colgate-Palmolive Company Common Stock (CL) | Sale | $1K–15K | Spouse | Sep 11 | 90-day result+12.1% Win |
| CVLT Commvault Systems, Inc. - Common Stock (CVLT) | Sale | $1K–15K | Spouse | Sep 11 | 90-day result+36.5% Win |
| CON Concentra Group Holdings Parent, Inc. Common Stock (CON) | Buy | $1K–15K | Spouse | Sep 11 | 90-day result-16.1% Loss |
| STZ Constellation Brands, Inc. Common Stock (STZ) | Sale | $1K–15K | Spouse | Sep 11 | 90-day result+0.7% Win |
| CNM Core & Main, Inc. Class A Common Stock (CNM) | Buy | $1K–15K | Spouse | Sep 11 | 90-day result+7.0% Win |
| DEO Diageo plc Common Stock (DEO) | Buy | $1K–15K | Spouse | Sep 11 | 90-day result-21.6% Loss |
| DLB Dolby Laboratories Common Stock (DLB) | Buy | $1K–15K | Spouse | Sep 11 | 90-day result-9.9% Loss |
| DT Dynatrace, Inc. Common Stock (DT) | Buy | $1K–15K | Spouse | Sep 11 | 90-day result-11.8% Loss |
| EXPO Exponent, Inc. - Common Stock (EXPO) | Sale | $1K–15K | Spouse | Sep 11 | 90-day result+4.0% Win |
| FLO Flowers Foods, Inc. Common Stock (FLO) | Sale | $1K–15K | Spouse | Sep 11 | 90-day result+28.8% Win |
| FCN FTI Consulting, Inc. Common Stock (FCN) | Sale | $1K–15K | Spouse | Sep 11 | 90-day result+4.8% Win |
| IT Gartner, Inc. Common Stock (IT) | Buy | $1K–15K | Spouse | Sep 11 | 90-day result-8.8% Loss |
| GPK Graphic Packaging Holding Company (GPK) | Sale | $1K–15K | Spouse | Sep 11 | 90-day result+33.9% Win |
| HCA HCA Healthcare, Inc. Common Stock (HCA) | Sale | $1K–15K | Spouse | Sep 11 | 90-day result-11.8% Loss |
| HDB HDFC Bank Limited Common Stock (HDB) | Buy | $1K–15K | Spouse | Sep 11 | 90-day result-4.4% Loss |
| HRL Hormel Foods Corporation Common Stock (HRL) | Buy | $1K–15K | Spouse | Sep 11 | 90-day result-11.2% Loss |
| INTU Intuit Inc. - Common Stock (INTU) | Sale | $1K–15K | Spouse | Sep 11 | 90-day result+4.3% Win |
| KDP Keurig Dr Pepper Inc. (KDP) | Sale | $1K–15K | Spouse | Sep 11 | 90-day result-2.5% Loss |
| LI Li Auto Inc. - American Depositary Shares (LI) | Sale | $1K–15K | Spouse | Sep 11 | 90-day result+34.0% Win |
| MAN ManpowerGroup Common Stock (MAN) | Buy | $1K–15K | Spouse | Sep 11 | 90-day result-32.7% Loss |
| MSFT Microsoft Corporation - Common Stock (MSFT) | SalePartial | $1K–15K | Spouse | Sep 11 | 90-day result+9.0% Win |
| NWG NatWest Group plc American Depositary Shares, (NWG) | Sale | $1K–15K | Spouse | Sep 11 | 90-day result-10.7% Loss |
| NVS Novartis AG Common Stock (NVS) | Buy | $1K–15K | Spouse | Sep 11 | 90-day result-1.8% Loss |
| NVO Novo Nordisk A/S Common Stock (NVO) | Buy | $1K–15K | Spouse | Sep 11 | 90-day result-14.2% Loss |
| OGE OGE Energy Corp Common Stock (OGE) | Sale | $1K–15K | Spouse | Sep 11 | 90-day result+7.6% Win |
| PYPL PayPal Holdings, Inc. - Common Stock (PYPL) | Sale | $1K–15K | Spouse | Sep 11 | 90-day result+13.6% Win |
| QLYS Qualys, Inc. - Common Stock (QLYS) | Buy | $1K–15K | Spouse | Sep 11 | 90-day result+7.3% Win |
| SNY Sanofi - American Depositary Shares (SNY) | Sale | $1K–15K | Spouse | Sep 11 | 90-day result+3.2% Win |
| SBAC SBA Communications Corporation - Class A Common Stock (SBAC) | Buy | $1K–15K | Spouse | Sep 11 | 90-day result-9.8% Loss |
| SAIC Science Applications International Corporation - Common Stock (SAIC) | Buy | $1K–15K | Spouse | Sep 11 | 90-day result-10.0% Loss |
| SNPS Synopsys, Inc. - Common Stock (SNPS) | Sale | $1K–15K | Spouse | Sep 11 | 90-day result-3.8% Loss |
| TSLA Tesla, Inc. - Common Stock (TSLA) | Buy | $1K–15K | Spouse | Sep 11 | 90-day result+17.8% Win |
| TXRH Texas Roadhouse, Inc. - Common Stock (TXRH) | Sale | $1K–15K | Spouse | Sep 11 | 90-day result+5.2% Win |
| TTE TotalEnergies SE (TTE) | Sale | $1K–15K | Spouse | Sep 11 | 90-day result-2.4% Loss |
| TYL Tyler Technologies, Inc. Common Stock (TYL) | Sale | $1K–15K | Spouse | Sep 11 | 90-day result+22.5% Win |
| UL Unilever PLC Common Stock (UL) | Buy | $1K–15K | Spouse | Sep 11 | 90-day result-15.2% Loss |
| UPS United Parcel Service, Inc. Common Stock (UPS) | Sale | $1K–15K | Spouse | Sep 11 | 90-day result-13.1% Loss |
| STX Seagate Technology Holdings PLC - Ordinary Shares (STX) | Buy | $15K–50K | Spouse | Sep 8 | 90-day result+41.7% Win |