PURCHASECalifornia · District 31
StandardAero, Inc. Common Stock (SARO)SARO
- Transaction date
- Mar 27, 2026
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
SALE (PARTIAL)California · District 31
Viavi Solutions Inc. - Common Stock (VIAV)VIAV
- Transaction date
- Mar 27, 2026
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
SALECalifornia · District 31
West Kern, CA, Community College District GO Bonds
- Transaction date
- Mar 27, 2026
- Reported amount
- $250,001 - $500,000
- Owner
- Filer
- Source status
- New
SALECalifornia · District 50
San Diego CA UNI GO UTX
- Transaction date
- Mar 27, 2026
- Reported amount
- $250,001 - $500,000
- Owner
- Spouse
- Source status
- New
PURCHASESouth Carolina · District 3
Apollo Debt Solutions BDC Class S
- Transaction date
- Mar 27, 2026
- Reported amount
- $1,001 - $15,000
- Owner
- Spouse
- Source status
- New
SALE (PARTIAL)Maryland · District 6
Bio-Techne Corp - Common Stock (TECH)TECH
- Transaction date
- Mar 26, 2026
- Reported amount
- $1,001 - $15,000
- Owner
- Dependent child
- Source status
- New
PURCHASETexas · District 37
Home Depot, Inc. (HD)HD
- Transaction date
- Mar 26, 2026
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASECalifornia · District 50
Allocate Alpha Fund II LP
- Transaction date
- Mar 26, 2026
- Reported amount
- $1,001 - $15,000
- Owner
- Spouse
- Source status
- New
SALE (PARTIAL)New Jersey · District 7
Chubb Limited Common Stock (CB)CB
- Transaction date
- Mar 26, 2026
- Reported amount
- $15,001 - $50,000
- Owner
- Filer
- Source status
- New
SALE (PARTIAL)New Jersey · District 7
First Citizens BancShares, Inc. - Class A Common Stock (FCNCA)FCNCA
- Transaction date
- Mar 26, 2026
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
SALE (PARTIAL)New Jersey · District 7
Johnson & Johnson Common Stock (JNJ)JNJ
- Transaction date
- Mar 26, 2026
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASENew Jersey · District 7
Linde plc - Ordinary Shares (LIN)LIN
- Transaction date
- Mar 26, 2026
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
SALE (PARTIAL)New Jersey · District 7
Pepsico, Inc. (PEP)PEP
- Transaction date
- Mar 26, 2026
- Reported amount
- $15,001 - $50,000
- Owner
- Filer
- Source status
- New
SALE (PARTIAL)New Jersey · District 7
S&P Global Inc. Common Stock (SPGI)SPGI
- Transaction date
- Mar 26, 2026
- Reported amount
- $15,001 - $50,000
- Owner
- Filer
- Source status
- New
SALENorth Carolina · District 14
LGI Homes, Inc. - Common Stock (LGIH)LGIH
- Transaction date
- Mar 26, 2026
- Reported amount
- $100,001 - $250,000
- Owner
- Filer
- Source status
- New
PURCHASEMassachusetts · District 9
UNITED STATES TREAS BILLS ZERO CPN 0.00000% 04/28/2026
- Transaction date
- Mar 26, 2026
- Reported amount
- $50,001 - $100,000
- Owner
- Filer
- Source status
- New
SALE (PARTIAL)Pennsylvania · District 9
NVIDIA Corporation - Common Stock (NVDA)NVDA
- Transaction date
- Mar 25, 2026
- Reported amount
- $1,001 - $15,000
- Owner
- Spouse
- Source status
- New
SALE (PARTIAL)California · District 31
Arista Networks, Inc. Common Stock (ANET)ANET
- Transaction date
- Mar 25, 2026
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
SALE (PARTIAL)California · District 31
Berkshire Hathaway Inc. New Common Stock (BRK.B)BRK.B
- Transaction date
- Mar 25, 2026
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
SALE (PARTIAL)California · District 31
Broadcom Inc. - Common Stock (AVGO)AVGO
- Transaction date
- Mar 25, 2026
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASECalifornia · District 31
Coherent Corp. (COHR)COHR
- Transaction date
- Mar 25, 2026
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASECalifornia · District 31
Corning Incorporated Common Stock (GLW)GLW
- Transaction date
- Mar 25, 2026
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASECalifornia · District 31
Illinois State General Obligation Bonds
- Transaction date
- Mar 25, 2026
- Reported amount
- $100,001 - $250,000
- Owner
- Filer
- Source status
- New
SALE (PARTIAL)California · District 31
MercadoLibre, Inc. - Common Stock (MELI)MELI
- Transaction date
- Mar 25, 2026
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASECalifornia · District 31
Micron Technology, Inc. - Common Stock (MU)MU
- Transaction date
- Mar 25, 2026
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
SALE (PARTIAL)California · District 31
NVIDIA Corporation - Common Stock (NVDA)NVDA
- Transaction date
- Mar 25, 2026
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
SALE (PARTIAL)California · District 31
Transdigm Group Incorporated Common Stock (TDG)TDG
- Transaction date
- Mar 25, 2026
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASENew Jersey · District 5
Microsoft Corporation - Common Stock (MSFT)MSFT
- Transaction date
- Mar 25, 2026
- Reported amount
- $50,001 - $100,000
- Owner
- Joint
- Source status
- New
PURCHASENew Jersey · District 5
Microsoft Corporation - Common Stock (MSFT)MSFT
- Transaction date
- Mar 25, 2026
- Reported amount
- $500,001 - $1,000,000
- Owner
- Joint
- Source status
- New
PURCHASEFlorida · District 27
FedEx Corporation Common Stock (FDX)FDX
- Transaction date
- Mar 25, 2026
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASEFlorida · District 27
United Rentals, Inc. Common Stock (URI)URI
- Transaction date
- Mar 25, 2026
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASECalifornia · District 50
Allocate Premier Access Fund
- Transaction date
- Mar 25, 2026
- Reported amount
- $1,001 - $15,000
- Owner
- Spouse
- Source status
- New
PURCHASECalifornia · District 50
Inverted Capital I LP
- Transaction date
- Mar 25, 2026
- Reported amount
- $50,001 - $100,000
- Owner
- Spouse
- Source status
- New
PURCHASECalifornia · District 50
U.S Treasury Bills
- Transaction date
- Mar 25, 2026
- Reported amount
- $500,001 - $1,000,000
- Owner
- Spouse
- Source status
- New
SALEAlabama · District 7
GE HealthCare Technologies Inc. - Common Stock (GEHC)GEHC
- Transaction date
- Mar 25, 2026
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
SALEAlabama · District 7
Tapestry, Inc. Common Stock (TPR)TPR
- Transaction date
- Mar 25, 2026
- Reported amount
- $15,001 - $50,000
- Owner
- Filer
- Source status
- New
PURCHASEOhio · District 2
Installed Building Products, Inc. Common Stock (IBP)IBP
- Transaction date
- Mar 24, 2026
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
SALEOhio · District 2
Kroger Company (KR)KR
- Transaction date
- Mar 24, 2026
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
SALEPennsylvania · District 3
Micron Technology, Inc. - Common Stock (MU)MU
- Transaction date
- Mar 24, 2026
- Reported amount
- $15,001 - $50,000
- Owner
- Filer
- Source status
- New
SALE (PARTIAL)New Jersey · District 5
Crown Castle Inc. Common Stock (CCI)CCI
- Transaction date
- Mar 24, 2026
- Reported amount
- $1,001 - $15,000
- Owner
- Joint
- Source status
- New
SALE (PARTIAL)New Jersey · District 5
EEN ENERGY HLDGS UNSP/ADR (XNGSY)XNGSY
- Transaction date
- Mar 24, 2026
- Reported amount
- $1,001 - $15,000
- Owner
- Joint
- Source status
- New
PURCHASENew Jersey · District 5
Fabrinet Ordinary Shares (FN)FN
- Transaction date
- Mar 24, 2026
- Reported amount
- $1,001 - $15,000
- Owner
- Joint
- Source status
- New
SALEOklahoma · District 1
Exact Sciences Corporation - Common Stock (EXAS)EXAS
- Transaction date
- Mar 24, 2026
- Reported amount
- $1,001 - $15,000
- Owner
- Dependent child
- Source status
- New
EXCHANGECalifornia · District 30
Abbott Laboratories Common Stock (ABT)ABT
- Transaction date
- Mar 24, 2026
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASEFlorida · District 27
Amgen Inc. - Common Stock (AMGN)AMGN
- Transaction date
- Mar 24, 2026
- Reported amount
- $15,001 - $50,000
- Owner
- Filer
- Source status
- New
PURCHASEFlorida · District 27
GE Aerospace Common Stock (GE)GE
- Transaction date
- Mar 24, 2026
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASEFlorida · District 27
Honeywell International Inc. (HON)HON
- Transaction date
- Mar 24, 2026
- Reported amount
- $15,001 - $50,000
- Owner
- Filer
- Source status
- New
PURCHASEGeorgia · District 12
US Treasury Note 3.5% DUE 1/31/30 (91282CGJ4)
- Transaction date
- Mar 24, 2026
- Reported amount
- $15,001 - $50,000
- Owner
- Filer
- Source status
- New
SALE (PARTIAL)California · District 50
U.S Treasury Bills
- Transaction date
- Mar 24, 2026
- Reported amount
- $100,001 - $250,000
- Owner
- Spouse
- Source status
- New
SALECalifornia · District 50
U.S. Treasury Notes
- Transaction date
- Mar 24, 2026
- Reported amount
- Spouse/DC Over $1,000,000
- Owner
- Spouse
- Source status
- New
SALENorth Carolina · District 14
NVIDIA Corporation - Common Stock (NVDA)NVDA
- Transaction date
- Mar 24, 2026
- Reported amount
- $15,001 - $50,000
- Owner
- Filer
- Source status
- New
SALEFlorida · District 23
Accenture plc Class A Ordinary Shares (ACN)ACN
- Transaction date
- Mar 23, 2026
- Reported amount
- $1,001 - $15,000
- Owner
- Dependent child
- Source status
- New
SALEFlorida · District 23
Accenture plc Class A Ordinary Shares (ACN)ACN
- Transaction date
- Mar 23, 2026
- Reported amount
- $1,001 - $15,000
- Owner
- Dependent child
- Source status
- New
SALEFlorida · District 23
Accenture plc Class A Ordinary Shares (ACN)ACN
- Transaction date
- Mar 23, 2026
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASEFlorida · District 23
ASML Holding N.V. - New York Registry Shares (ASML)ASML
- Transaction date
- Mar 23, 2026
- Reported amount
- $1,001 - $15,000
- Owner
- Dependent child
- Source status
- New
PURCHASEFlorida · District 23
ASML Holding N.V. - New York Registry Shares (ASML)ASML
- Transaction date
- Mar 23, 2026
- Reported amount
- $1,001 - $15,000
- Owner
- Dependent child
- Source status
- New
PURCHASEFlorida · District 23
ASML Holding N.V. - New York Registry Shares (ASML)ASML
- Transaction date
- Mar 23, 2026
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
SALEFlorida · District 23
Automatic Data Processing, Inc. - Common Stock (ADP)ADP
- Transaction date
- Mar 23, 2026
- Reported amount
- $1,001 - $15,000
- Owner
- Dependent child
- Source status
- New
SALEFlorida · District 23
Automatic Data Processing, Inc. - Common Stock (ADP)ADP
- Transaction date
- Mar 23, 2026
- Reported amount
- $1,001 - $15,000
- Owner
- Dependent child
- Source status
- New
SALEFlorida · District 23
Automatic Data Processing, Inc. - Common Stock (ADP)ADP
- Transaction date
- Mar 23, 2026
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New