SALE (PARTIAL)California · District 31
Ventas, Inc. Common Stock (VTR)VTR
- Transaction date
- Jan 9, 2026
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
SALECalifornia · District 31
Verisk Analytics, Inc. - Common Stock (VRSK)VRSK
- Transaction date
- Jan 9, 2026
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASECalifornia · District 31
VICI Properties Inc. Common Stock (VICI)VICI
- Transaction date
- Jan 9, 2026
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASECalifornia · District 31
Walt Disney Company (DIS)DIS
- Transaction date
- Jan 9, 2026
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASECalifornia · District 31
Warner Bros. Discovery, Inc. - Series A Common Stock (WBD)WBD
- Transaction date
- Jan 9, 2026
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
SALECalifornia · District 31
Williams Companies, Inc. (WMB)WMB
- Transaction date
- Jan 9, 2026
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
SALEMississippi · District 3
Chord Energy Corporation - Common Stock (CHRD)CHRD
- Transaction date
- Jan 9, 2026
- Reported amount
- $1,001 - $15,000
- Owner
- Spouse
- Source status
- New
SALEMississippi · District 3
Dynatrace, Inc. Common Stock (DT)DT
- Transaction date
- Jan 9, 2026
- Reported amount
- $1,001 - $15,000
- Owner
- Spouse
- Source status
- New
SALEMississippi · District 3
EVOLUTION AB UNSP/ADR (EVVTY)EVVTY
- Transaction date
- Jan 9, 2026
- Reported amount
- $1,001 - $15,000
- Owner
- Spouse
- Source status
- New
SALEMississippi · District 3
OTC Markets Group Inc. Common Stock Class A (OTCM)OTCM
- Transaction date
- Jan 9, 2026
- Reported amount
- $1,001 - $15,000
- Owner
- Spouse
- Source status
- New
SALEOhio · District 6
Meta Platforms, Inc. - Class A Common Stock (META)META
- Transaction date
- Jan 9, 2026
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASEOhio · District 6
Palantir Technologies Inc. - Class A Common Stock (PLTR)PLTR
- Transaction date
- Jan 9, 2026
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
SALE (PARTIAL)Michigan · District 13
Apple Inc. - Common Stock (AAPL)AAPL
- Transaction date
- Jan 9, 2026
- Reported amount
- $100,001 - $250,000
- Owner
- Filer
- Source status
- New
PURCHASENorth Carolina · District 14
AT&T Inc. (T)T
- Transaction date
- Jan 9, 2026
- Reported amount
- $15,001 - $50,000
- Owner
- Filer
- Source status
- New
PURCHASEFlorida · District 19
Bitcoin (CRYPTO:BTC)
- Transaction date
- Jan 8, 2026
- Reported amount
- $1,001 - $15,000
- Owner
- Spouse
- Source status
- New
SALE (PARTIAL)Florida · District 19
Howmet Aerospace Inc. Common Stock (HWM)HWM
- Transaction date
- Jan 8, 2026
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
SALE (PARTIAL)Florida · District 19
Parker-Hannifin Corporation Common Stock (PH)PH
- Transaction date
- Jan 8, 2026
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
SALEFlorida · District 19
The Trade Desk, Inc. - Class A Common Stock (TTD)TTD
- Transaction date
- Jan 8, 2026
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
SALEFlorida · District 19
The Trade Desk, Inc. - Class A Common Stock (TTD)TTD
- Transaction date
- Jan 8, 2026
- Reported amount
- $1,001 - $15,000
- Owner
- Spouse
- Source status
- New
PURCHASELouisiana · District 6
Taiwan Semiconductor Manufacturing Company Ltd. (TSM)TSM
- Transaction date
- Jan 8, 2026
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
SALEOhio · District 2
Broadcom Inc. - Common Stock (AVGO)AVGO
- Transaction date
- Jan 8, 2026
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
SALEOhio · District 2
Broadcom Inc. - Common Stock (AVGO)AVGO
- Transaction date
- Jan 8, 2026
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASEOhio · District 2
International Business Machines Corporation Common Stock (IBM)IBM
- Transaction date
- Jan 8, 2026
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASEOhio · District 2
International Business Machines Corporation Common Stock (IBM)IBM
- Transaction date
- Jan 8, 2026
- Reported amount
- $15,001 - $50,000
- Owner
- Filer
- Source status
- New
SALEOhio · District 2
Lam Research Corporation - Common Stock (LRCX)LRCX
- Transaction date
- Jan 8, 2026
- Reported amount
- $15,001 - $50,000
- Owner
- Filer
- Source status
- New
SALEOhio · District 2
Lam Research Corporation - Common Stock (LRCX)LRCX
- Transaction date
- Jan 8, 2026
- Reported amount
- $15,001 - $50,000
- Owner
- Filer
- Source status
- New
PURCHASEOhio · District 2
Microsoft Corporation - Common Stock (MSFT)MSFT
- Transaction date
- Jan 8, 2026
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASEOhio · District 2
Microsoft Corporation - Common Stock (MSFT)MSFT
- Transaction date
- Jan 8, 2026
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASEMassachusetts · District 9
UNITED STATES TREAS BILLS ZERO CPN 0.00000% 03/24/2026
- Transaction date
- Jan 8, 2026
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASEVirginia · District 8
Ohio St Gen Oblig 5.00% 11/01/34
- Transaction date
- Jan 7, 2026
- Reported amount
- $15,001 - $50,000
- Owner
- Joint
- Source status
- New
SALECalifornia · District 31
ConocoPhillips Common Stock (COP)COP
- Transaction date
- Jan 7, 2026
- Reported amount
- $15,001 - $50,000
- Owner
- Filer
- Source status
- New
PURCHASEOklahoma · District 1
ROYAL BANK OF CANADA 31F DUE 01/10/31
- Transaction date
- Jan 7, 2026
- Reported amount
- $250,001 - $500,000
- Owner
- Joint
- Source status
- New
PURCHASEOhio · District 7
Alpine Investors IX, LP (GLAS Funds, LP)
- Transaction date
- Jan 7, 2026
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASEOhio · District 7
GLAS Funds, LP
- Transaction date
- Jan 7, 2026
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASEWashington · District 2
Darden Restaurants, Inc. Common Stock (DRI)DRI
- Transaction date
- Jan 7, 2026
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
SALEWashington · District 2
Essex Property Trust, Inc. Common Stock (ESS)ESS
- Transaction date
- Jan 7, 2026
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASEWashington · District 2
Meta Platforms, Inc. - Class A Common Stock (META)META
- Transaction date
- Jan 7, 2026
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
SALEWashington · District 2
Mondelez International, Inc. - Class A Common Stock (MDLZ)MDLZ
- Transaction date
- Jan 7, 2026
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
SALEWashington · District 2
Verisk Analytics, Inc. - Common Stock (VRSK)VRSK
- Transaction date
- Jan 7, 2026
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASEWashington · District 2
Waste Management, Inc. Common Stock (WM)WM
- Transaction date
- Jan 7, 2026
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
SALENew Jersey · District 7
General Motors Company Common Stock (GM)GM
- Transaction date
- Jan 7, 2026
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASECalifornia · District 31
DoorDash, Inc. - Common Stock (DASH)DASH
- Transaction date
- Jan 6, 2026
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
SALE (PARTIAL)California · District 31
W.R. Berkley Corporation Common Stock (WRB)WRB
- Transaction date
- Jan 6, 2026
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
SALEWashington · District 1
New York NY City Transitional Fin 5.00% Due Feb 1, 2032
- Transaction date
- Jan 6, 2026
- Reported amount
- $250,001 - $500,000
- Owner
- Joint
- Source status
- New
PURCHASEWashington · District 1
New York NY City Transitional Fin 5.00% Due Nov 1, 2037
- Transaction date
- Jan 6, 2026
- Reported amount
- $250,001 - $500,000
- Owner
- Joint
- Source status
- New
EXCHANGEMichigan · District 6
VERSANT MEDIA GROUP INC CL A (VSNT)
- Transaction date
- Jan 5, 2026
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
SALE (PARTIAL)California · District 31
Ameris Bancorp - Common Stock (ABCB)ABCB
- Transaction date
- Jan 5, 2026
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASECalifornia · District 31
FB Financial Corporation Common Stock (FBK)FBK
- Transaction date
- Jan 5, 2026
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
SALE (PARTIAL)California · District 31
Horace Mann Educators Corporation Common Stock (HMN)HMN
- Transaction date
- Jan 5, 2026
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASECalifornia · District 31
Ligand Pharmaceuticals Incorporated - Common Stock (LGND)LGND
- Transaction date
- Jan 5, 2026
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
SALE (PARTIAL)California · District 31
Minerals Technologies Inc. Common Stock (MTX)MTX
- Transaction date
- Jan 5, 2026
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASECalifornia · District 31
Shake Shack, Inc. Class A Common Stock (SHAK)SHAK
- Transaction date
- Jan 5, 2026
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
SALE (PARTIAL)California · District 31
Silgan Holdings Inc. (SLGN)SLGN
- Transaction date
- Jan 5, 2026
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASECalifornia · District 31
Skyward Specialty Insurance Group, Inc. - Common Stock (SKWD)SKWD
- Transaction date
- Jan 5, 2026
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
SALE (PARTIAL)California · District 31
Texas Roadhouse, Inc. - Common Stock (TXRH)TXRH
- Transaction date
- Jan 5, 2026
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASESouth Carolina · District 3
KKR Real Estate Select Trust Class U (KRSOX)
- Transaction date
- Jan 5, 2026
- Reported amount
- $1,001 - $15,000
- Owner
- Spouse
- Source status
- New
SALENorth Carolina · District 14
Cracker Barrel Old Country Store, Inc. - Common Stock (CBRL)CBRL
- Transaction date
- Jan 5, 2026
- Reported amount
- $50,001 - $100,000
- Owner
- Filer
- Source status
- New
SALENorth Carolina · District 14
Hyster-Yale, Inc. Class A common stock (HY)HY
- Transaction date
- Jan 5, 2026
- Reported amount
- $15,001 - $50,000
- Owner
- Filer
- Source status
- New
PURCHASEOhio · District 6
Eli Lilly and Company Common Stock (LLY)LLY
- Transaction date
- Jan 2, 2026
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
SALE (PARTIAL)Pennsylvania · District 16
Florida St Hsg Fin Corp Revenue Social Bon Rev Call 07/01/30 3% due 7/1/52
- Transaction date
- Jan 2, 2026
- Reported amount
- $1,001 - $15,000
- Owner
- Spouse
- Source status
- New