PURCHASEWashington · District 1
Wise CNTY VA Indl Dev Auth Solid Waste 3.80% Due Nov 1, 2040
- Transaction date
- May 4, 2026
- Reported amount
- $50,001 - $100,000
- Owner
- Joint
- Source status
- New
PURCHASENew Jersey · District 7
U.S. Treasury Note
- Transaction date
- May 4, 2026
- Reported amount
- $50,001 - $100,000
- Owner
- Filer
- Source status
- New
SALE (PARTIAL)Maryland · District 6
Clean Harbors, Inc. Common Stock (CLH)CLH
- Transaction date
- May 1, 2026
- Reported amount
- $1,001 - $15,000
- Owner
- Dependent child
- Source status
- New
PURCHASEMaryland · District 6
Markel Group Inc. Common Stock (MKL)MKL
- Transaction date
- May 1, 2026
- Reported amount
- $1,001 - $15,000
- Owner
- Dependent child
- Source status
- New
SALE (PARTIAL)Maryland · District 6
The Middleby Corporation - Common Stock (MIDD)MIDD
- Transaction date
- May 1, 2026
- Reported amount
- $1,001 - $15,000
- Owner
- Dependent child
- Source status
- New
PURCHASECalifornia · District 31
DoorDash, Inc. - Common Stock (DASH)DASH
- Transaction date
- May 1, 2026
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASECalifornia · District 31
FirstService Corporation - Common Shares (FSV)FSV
- Transaction date
- May 1, 2026
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
SALE (PARTIAL)California · District 31
Flex Ltd. - Ordinary Shares (FLEX)FLEX
- Transaction date
- May 1, 2026
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASECalifornia · District 31
LPL Financial Holdings Inc. - Common Stock (LPLA)LPLA
- Transaction date
- May 1, 2026
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASECalifornia · District 31
Revvity, Inc. Common Stock (RVTY)RVTY
- Transaction date
- May 1, 2026
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASECalifornia · District 31
Sensata Technologies Holding plc Ordinary Shares (ST)ST
- Transaction date
- May 1, 2026
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
SALECalifornia · District 31
SS&C Technologies Holdings, Inc. - Common Stock (SSNC)SSNC
- Transaction date
- May 1, 2026
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASECalifornia · District 31
STERIS plc (STE)STE
- Transaction date
- May 1, 2026
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASECalifornia · District 31
Veralto Corp Common Stock (VLTO)VLTO
- Transaction date
- May 1, 2026
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASECalifornia · District 31
Wayfair Inc. Class A Common Stock (W)W
- Transaction date
- May 1, 2026
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASENew Jersey · District 5
Fabrinet Ordinary Shares (FN)FN
- Transaction date
- May 1, 2026
- Reported amount
- $1,001 - $15,000
- Owner
- Joint
- Source status
- New
PURCHASEFlorida · District 27
Carrier Global Corporation Common Stock (CARR)CARR
- Transaction date
- May 1, 2026
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASEFlorida · District 27
Carrier Global Corporation Common Stock (CARR)CARR
- Transaction date
- May 1, 2026
- Reported amount
- $15,001 - $50,000
- Owner
- Filer
- Source status
- New
SALECalifornia · District 50
CA Infrastructure
- Transaction date
- May 1, 2026
- Reported amount
- $500,001 - $1,000,000
- Owner
- Spouse
- Source status
- New
PURCHASESouth Carolina · District 3
APOLLO DEBT SOLUTIONS BDC CLASS S
- Transaction date
- May 1, 2026
- Reported amount
- $1,001 - $15,000
- Owner
- Spouse
- Source status
- New
SALE (PARTIAL)Maryland · District 6
Clean Harbors, Inc. Common Stock (CLH)CLH
- Transaction date
- Apr 30, 2026
- Reported amount
- $1,001 - $15,000
- Owner
- Dependent child
- Source status
- New
PURCHASEMaryland · District 6
Markel Group Inc. Common Stock (MKL)MKL
- Transaction date
- Apr 30, 2026
- Reported amount
- $1,001 - $15,000
- Owner
- Dependent child
- Source status
- New
SALE (PARTIAL)Maryland · District 6
Morningstar, Inc. - Common Stock (MORN)MORN
- Transaction date
- Apr 30, 2026
- Reported amount
- $1,001 - $15,000
- Owner
- Dependent child
- Source status
- New
SALE (PARTIAL)Maryland · District 6
Service Corporation International Common Stock (SCI)SCI
- Transaction date
- Apr 30, 2026
- Reported amount
- $1,001 - $15,000
- Owner
- Dependent child
- Source status
- New
PURCHASEMaryland · District 6
STERIS plc (STE)STE
- Transaction date
- Apr 30, 2026
- Reported amount
- $1,001 - $15,000
- Owner
- Dependent child
- Source status
- New
PURCHASETexas · District 21
Atlas Energy Solutions Inc. Common Stock (AESI)AESI
- Transaction date
- Apr 30, 2026
- Reported amount
- $5,000,001 - $25,000,000
- Owner
- Spouse
- Source status
- New
SALE (PARTIAL)California · District 50
U.S Treasury Bills
- Transaction date
- Apr 30, 2026
- Reported amount
- $50,001 - $100,000
- Owner
- Spouse
- Source status
- New
PURCHASEWashington · District 1
Southeast Energy Auth Coop Dist Ala 5.00% Due Sep 1, 2035
- Transaction date
- Apr 30, 2026
- Reported amount
- $1,001 - $15,000
- Owner
- Joint
- Source status
- New
PURCHASEMassachusetts · District 9
UNITED STATES TREAS BILLS ZERO CPN 0.00000% 05/28/2026
- Transaction date
- Apr 30, 2026
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
SALE (PARTIAL)Missouri · District 2
PARTNERS GROUP PRIVATE EQUITY MASTER FD LLC UNIT CL I
- Transaction date
- Apr 29, 2026
- Reported amount
- $250,001 - $500,000
- Owner
- Joint
- Source status
- New
PURCHASEMaryland · District 6
Packaging Corporation of America Common Stock (PKG)PKG
- Transaction date
- Apr 29, 2026
- Reported amount
- $1,001 - $15,000
- Owner
- Dependent child
- Source status
- New
PURCHASEMaryland · District 6
Transdigm Group Incorporated Common Stock (TDG)TDG
- Transaction date
- Apr 29, 2026
- Reported amount
- $1,001 - $15,000
- Owner
- Dependent child
- Source status
- New
PURCHASECalifornia · District 31
BridgeBio Pharma, Inc. - Common Stock (BBIO)BBIO
- Transaction date
- Apr 29, 2026
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASECalifornia · District 31
Gildan Activewear, Inc. Class A Sub. Vot. Common Stock (GIL)GIL
- Transaction date
- Apr 29, 2026
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
SALE (PARTIAL)California · District 31
SS&C Technologies Holdings, Inc. - Common Stock (SSNC)SSNC
- Transaction date
- Apr 29, 2026
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASECalifornia · District 31
STERIS plc (STE)STE
- Transaction date
- Apr 29, 2026
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
SALEOklahoma · District 1
Goldman Sachs MTN 4/29/2030
- Transaction date
- Apr 29, 2026
- Reported amount
- $250,001 - $500,000
- Owner
- Joint
- Source status
- New
SALE (PARTIAL)New Jersey · District 7
Analog Devices, Inc. - Common Stock (ADI)ADI
- Transaction date
- Apr 29, 2026
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASEMassachusetts · District 9
OTIS WORLDWIDE CORP NOTE CALL MAKE WHOLE 5.25000% 08/16/2028
- Transaction date
- Apr 29, 2026
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
SALEMissouri · District 2
Ashwaubenon WI
- Transaction date
- Apr 28, 2026
- Reported amount
- $100,001 - $250,000
- Owner
- Joint
- Source status
- New
PURCHASETexas · District 2
Meta Platforms, Inc. - Class A Common Stock (META)META
- Transaction date
- Apr 28, 2026
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
SALE (PARTIAL)New Jersey · District 5
3M Company Common Stock (MMM)MMM
- Transaction date
- Apr 28, 2026
- Reported amount
- $1,001 - $15,000
- Owner
- Joint
- Source status
- New
PURCHASECalifornia · District 50
Audax Senior Loan Fund ST LP
- Transaction date
- Apr 28, 2026
- Reported amount
- Spouse/DC Over $1,000,000
- Owner
- Spouse
- Source status
- New
PURCHASECalifornia · District 50
Berks Cnty PA GO UTX
- Transaction date
- Apr 28, 2026
- Reported amount
- $50,001 - $100,000
- Owner
- Spouse
- Source status
- New
PURCHASESouth Carolina · District 3
ALPHAKEYS BLACKSTONE LIFE SCIENCES VI LP
- Transaction date
- Apr 28, 2026
- Reported amount
- $1,001 - $15,000
- Owner
- Spouse
- Source status
- New
SALEOhio · District 2
Broadcom Inc. - Common Stock (AVGO)AVGO
- Transaction date
- Apr 27, 2026
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
SALEOhio · District 2
Broadcom Inc. - Common Stock (AVGO)AVGO
- Transaction date
- Apr 27, 2026
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
SALEOhio · District 2
Home Depot, Inc. (HD)HD
- Transaction date
- Apr 27, 2026
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASEOhio · District 2
Home Depot, Inc. (HD)HD
- Transaction date
- Apr 27, 2026
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
SALEOhio · District 2
Lam Research Corporation - Common Stock (LRCX)LRCX
- Transaction date
- Apr 27, 2026
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
SALEOhio · District 2
Lam Research Corporation - Common Stock (LRCX)LRCX
- Transaction date
- Apr 27, 2026
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASEOhio · District 2
Procter & Gamble Company (PG)PG
- Transaction date
- Apr 27, 2026
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASEOhio · District 2
Procter & Gamble Company (PG)PG
- Transaction date
- Apr 27, 2026
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASEOhio · District 2
Progressive Corporation (PGR)PGR
- Transaction date
- Apr 27, 2026
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASEOhio · District 2
Visa Inc. (V)V
- Transaction date
- Apr 27, 2026
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
SALE (PARTIAL)California · District 31
Flex Ltd. - Ordinary Shares (FLEX)FLEX
- Transaction date
- Apr 27, 2026
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASECalifornia · District 31
Gildan Activewear, Inc. Class A Sub. Vot. Common Stock (GIL)GIL
- Transaction date
- Apr 27, 2026
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASENew Jersey · District 5
Advanced Micro Devices, Inc. (AMD)AMD
- Transaction date
- Apr 27, 2026
- Reported amount
- $1,001 - $15,000
- Owner
- Joint
- Source status
- New
SALE (PARTIAL)Maryland · District 6
C.H. Robinson Worldwide, Inc. - Common Stock (CHRW)CHRW
- Transaction date
- Apr 24, 2026
- Reported amount
- $15,001 - $50,000
- Owner
- Dependent child
- Source status
- New
SALE (PARTIAL)Maryland · District 6
Fortune Brands Innovations, Inc. Common Stock (FBIN)FBIN
- Transaction date
- Apr 24, 2026
- Reported amount
- $1,001 - $15,000
- Owner
- Dependent child
- Source status
- New