GCSoldGEGENERAL ELECTRIC CO $15,001 - $50,0002%
houseInformation TechnologyDisclosed: Mar 9, 2026
GCSoldIBMINTERNATIONAL BUSINESS MACHINES CORP $1,001 - $15,000
houseIndustrialsDisclosed: Mar 9, 2026
houseFinancialsDisclosed: Mar 9, 2026
GCSoldINVHInvitation Homes Inc. $1,001 - $15,000
houseDisclosed: Mar 9, 2026
houseDisclosed: Mar 9, 2026
GCBoughtKMIKINDER MORGAN, INC. $1,001 - $15,000
houseUtilitiesDisclosed: Mar 9, 2026
GCSoldMUMicron Technology, Inc. - Common
Stock $1,001 - $15,000
houseDisclosed: Mar 9, 2026
houseInformation TechnologyDisclosed: Mar 9, 2026
houseUtilitiesDisclosed: Mar 9, 2026
houseHealth CareDisclosed: Mar 9, 2026
GCSoldPGRPROGRESSIVE CORP/OH/ $1,001 - $15,000
houseFinancialsDisclosed: Mar 9, 2026
GCSoldPRUPRUDENTIAL FINANCIAL INC $1,001 - $15,000
houseFinancialsDisclosed: Mar 9, 2026
GCSoldSWKSSkyworks Solutions, Inc. - Common
Stock $1,001 - $15,000
houseDisclosed: Mar 9, 2026
houseDisclosed: Mar 9, 2026
GCSoldROPROPER TECHNOLOGIES INC $15,001 - $50,0002%
houseDisclosed: Mar 9, 2026
GCBoughtTRGPTarga Resources, Inc. $1,001 - $15,000
houseDisclosed: Mar 9, 2026
GCSoldTTDThe Trade Desk, Inc. - Class A $1,001 - $15,000
houseDisclosed: Mar 9, 2026
GCSoldUALUnited Airlines Holdings, Inc. $1,001 - $15,000
houseDisclosed: Mar 9, 2026
GCSoldUNHUNITEDHEALTH GROUP INC $15,001 - $50,0002%
houseFinancialsDisclosed: Mar 9, 2026
GCBoughtVRSNSP
VeriSign, Inc. $1,001 - $15,000
houseDisclosed: Mar 9, 2026
GCBoughtVRSKDʇʕʅʔʋʒʖʋʑʐ: Part of monthly portfolio rebalancing that account manager conducts
Verisk Analytics, Inc. $1,001 - $15,000
houseDisclosed: Mar 9, 2026
houseCommunication ServicesDisclosed: Mar 9, 2026
GCSoldWBDWarner Bros. Discovery, Inc. - Series
A $1,001 - $15,000
houseDisclosed: Mar 9, 2026
GCBoughtWMBWILLIAMS COMPANIES, INC. $1,001 - $15,000
houseUtilitiesDisclosed: Mar 9, 2026
GCBoughtZTSDʇʕʅʔʋʒʖʋʑʐ: Ticker 1810 HK
Zoetis Inc. Class A $1,001 - $15,000
houseDisclosed: Mar 9, 2026
SCSoldADIANALOG DEVICES INC $1,001 - $15,000
senateInformation TechnologyDisclosed: Mar 4, 2026
senateFinancialsDisclosed: Mar 4, 2026
GCBoughtCTRACoterra Energy Inc. $1,001 - $15,000
houseDisclosed: Mar 9, 2026
AMBoughtTSCOTRACTOR SUPPLY CO /DE/ $1,001 - $15,0000%
housechildDisclosed: Mar 10, 2026
houseConsumer DiscretionaryDisclosed: Mar 9, 2026
houseConsumer StaplesDisclosed: Feb 23, 2026
housespouseDisclosed: Mar 5, 2026
housespouseDisclosed: Mar 5, 2026
RKBoughtCanadian Imperial Bank of Comm Linked to
$1,001 - $15,000
housechildDisclosed: Mar 2, 2026
housespouseDisclosed: Mar 4, 2026
RKSoldBNP Paribas Linked to S&P 500 Index
$1,001 - $15,000
housespouseDisclosed: Mar 4, 2026
RKSoldCanadian Imperial Bank Linked to S&P 500
$100,001 - $250,00010%
housespouseDisclosed: Mar 4, 2026
RKSoldJPMorgan Chase Linked to S&P 500 Index
$1,001 - $15,000
housespouseDisclosed: Mar 4, 2026
RKSoldRoyal Bank of Canada Linked to S&P 500 I
$1,001 - $15,000
housespouseDisclosed: Mar 4, 2026
RKBoughtGS Tax-Advantaged Global Equity Portfoli
$1,001 - $15,000
housechildDisclosed: Mar 4, 2026
RKBoughtGS Tax-Advantaged Global Equity Portfoli
$1,001 - $15,000
housechildDisclosed: Mar 4, 2026
GCBoughtOXYOCCIDENTAL PETROLEUM CORP /DE/ $1,001 - $15,000
houseEnergyDisclosed: Mar 9, 2026
DTBoughtPGRPROGRESSIVE CORP/OH/ $1,001 - $15,0002%
houseFinancialsDisclosed: Feb 20, 2026
MMBoughtSPOTDʇʕʅʔʋʒʖʋʑʐ: Ticker SU FP
Spotify Technology S.A. Ordinary
Shares $1,001 - $15,000
housespouseDisclosed: Mar 5, 2026
MMBoughtENTGSP
Entegris, Inc. $1,001 - $15,000
housespouseDisclosed: Mar 5, 2026
housespouseDisclosed: Mar 5, 2026
houseConsumer DiscretionaryspouseDisclosed: Mar 5, 2026
BDSoldPYPLPayPal Holdings, Inc. $1,001 - $15,000
houseInformation TechnologyspouseDisclosed: Mar 6, 2026
GCSoldABTABBOTT LABORATORIES $1,001 - $15,000
houseHealth CareDisclosed: Mar 9, 2026
houseInformation TechnologyDisclosed: Mar 9, 2026