SALE (PARTIAL)California · District 31
Amcor plc Ordinary Shares (AMCR)AMCR
- Transaction date
- Dec 19, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASECalifornia · District 31
Applovin Corporation - Class A Common Stock (APP)APP
- Transaction date
- Dec 19, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASECalifornia · District 31
Arthur J. Gallagher & Co. Common Stock (AJG)AJG
- Transaction date
- Dec 19, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASECalifornia · District 31
Baker Hughes Company - Common Stock (BKR)BKR
- Transaction date
- Dec 19, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASECalifornia · District 31
Block, Inc. Class A Common Stock, (SQ)SQ
- Transaction date
- Dec 19, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASECalifornia · District 31
Boeing Company (BA)BA
- Transaction date
- Dec 19, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASECalifornia · District 31
Booking Holdings Inc. - Common Stock (BKNG)BKNG
- Transaction date
- Dec 19, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASECalifornia · District 31
Bristol-Myers Squibb Company Common Stock (BMY)BMY
- Transaction date
- Dec 19, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
SALECalifornia · District 31
BXP, Inc. Common Stock (BXP)BXP
- Transaction date
- Dec 19, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
SALE (PARTIAL)California · District 31
Cboe Global Markets, Inc. (CBOE)CBOE
- Transaction date
- Dec 19, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASECalifornia · District 31
Clorox Company (CLX)CLX
- Transaction date
- Dec 19, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
SALE (PARTIAL)California · District 31
Coinbase Global, Inc. - Class A Common Stock (COIN)COIN
- Transaction date
- Dec 19, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
SALE (PARTIAL)California · District 31
ConAgra Brands, Inc. Common Stock (CAG)CAG
- Transaction date
- Dec 19, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASECalifornia · District 31
Constellation Brands, Inc. Common Stock (STZ)STZ
- Transaction date
- Dec 19, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
SALE (PARTIAL)California · District 31
Coterra Energy Inc. Common Stock (CTRA)CTRA
- Transaction date
- Dec 19, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
SALE (PARTIAL)California · District 31
Crown Castle Inc. Common Stock (CCI)CCI
- Transaction date
- Dec 19, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASECalifornia · District 31
DoorDash, Inc. - Common Stock (DASH)DASH
- Transaction date
- Dec 19, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASECalifornia · District 31
Erie Indemnity Company - Class A Common Stock (ERIE)ERIE
- Transaction date
- Dec 19, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
SALECalifornia · District 31
Expand Energy Corporation - Common Stock (EXE)EXE
- Transaction date
- Dec 19, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASECalifornia · District 31
Fair Isaac Corporation Common Stock (FICO)FICO
- Transaction date
- Dec 19, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASECalifornia · District 31
Fidelity National Information Services, Inc. Common Stock (FIS)FIS
- Transaction date
- Dec 19, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASECalifornia · District 31
Fiserv, Inc. - Common Stock (FISV)FISV
- Transaction date
- Dec 19, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASECalifornia · District 31
GE Vernova Inc. Common Stock (GEV)GEV
- Transaction date
- Dec 19, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASECalifornia · District 31
General Mills, Inc. Common Stock (GIS)GIS
- Transaction date
- Dec 19, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
SALECalifornia · District 31
Global Payments Inc. Common Stock (GPN)GPN
- Transaction date
- Dec 19, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
SALE (PARTIAL)California · District 31
Halliburton Company Common Stock (HAL)HAL
- Transaction date
- Dec 19, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASECalifornia · District 31
International Business Machines Corporation Common Stock (IBM)IBM
- Transaction date
- Dec 19, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASECalifornia · District 31
Invitation Homes Inc. Common Stock (INVH)INVH
- Transaction date
- Dec 19, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
SALE (PARTIAL)California · District 31
Lennar Corporation Class A Common Stock (LEN)LEN
- Transaction date
- Dec 19, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASECalifornia · District 31
Linde plc - Ordinary Shares (LIN)LIN
- Transaction date
- Dec 19, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
SALE (PARTIAL)California · District 31
Lockheed Martin Corporation Common Stock (LMT)LMT
- Transaction date
- Dec 19, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
SALECalifornia · District 31
McKesson Corporation Common Stock (MCK)MCK
- Transaction date
- Dec 19, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASECalifornia · District 31
Merck & Company, Inc. Common Stock (MRK)MRK
- Transaction date
- Dec 19, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
SALE (PARTIAL)California · District 31
Microsoft Corporation - Common Stock (MSFT)MSFT
- Transaction date
- Dec 19, 2025
- Reported amount
- $15,001 - $50,000
- Owner
- Filer
- Source status
- New
PURCHASECalifornia · District 31
Mitsubishi UFJ Financial Group Inc Ordinary Shares (MBFJF)MBFJF
- Transaction date
- Dec 19, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
SALE (PARTIAL)California · District 31
NVIDIA Corporation - Common Stock (NVDA)NVDA
- Transaction date
- Dec 19, 2025
- Reported amount
- $15,001 - $50,000
- Owner
- Filer
- Source status
- New
SALE (PARTIAL)California · District 31
Oracle Corporation Common Stock (ORCL)ORCL
- Transaction date
- Dec 19, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
SALE (PARTIAL)California · District 31
Pfizer, Inc. Common Stock (PFE)PFE
- Transaction date
- Dec 19, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
SALE (PARTIAL)California · District 31
Public Storage Common Stock (PSA)PSA
- Transaction date
- Dec 19, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
SALE (PARTIAL)California · District 31
Quanta Services, Inc. Common Stock (PWR)PWR
- Transaction date
- Dec 19, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASECalifornia · District 31
Realty Income Corporation Common Stock (O)O
- Transaction date
- Dec 19, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
SALE (PARTIAL)California · District 31
SBA Communications Corporation - Class A Common Stock (SBAC)SBAC
- Transaction date
- Dec 19, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASECalifornia · District 31
Targa Resources, Inc. Common Stock (TRGP)TRGP
- Transaction date
- Dec 19, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
SALECalifornia · District 31
The Campbell's Company - Common Stock (CPB)CPB
- Transaction date
- Dec 19, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASECalifornia · District 31
The Cigna Group Common Stock (CI)CI
- Transaction date
- Dec 19, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASECalifornia · District 31
Uber Technologies, Inc. Common Stock (UBER)UBER
- Transaction date
- Dec 19, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASECalifornia · District 31
United Airlines Holdings, Inc. - Common Stock (UAL)UAL
- Transaction date
- Dec 19, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASECalifornia · District 31
UnitedHealth Group Incorporated Common Stock (UNH)UNH
- Transaction date
- Dec 19, 2025
- Reported amount
- $15,001 - $50,000
- Owner
- Filer
- Source status
- New
PURCHASECalifornia · District 31
VeriSign, Inc. - Common Stock (VRSN)VRSN
- Transaction date
- Dec 19, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
SALE (PARTIAL)California · District 31
Verisk Analytics, Inc. - Common Stock (VRSK)VRSK
- Transaction date
- Dec 19, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASECalifornia · District 31
VICI Properties Inc. Common Stock (VICI)VICI
- Transaction date
- Dec 19, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASECalifornia · District 31
Zoetis Inc. Class A Common Stock (ZTS)ZTS
- Transaction date
- Dec 19, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASECalifornia · District 50
Allocate Alpha Fund II LP
- Transaction date
- Dec 19, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Spouse
- Source status
- New
PURCHASECalifornia · District 50
Allocate Premier Access Fund
- Transaction date
- Dec 19, 2025
- Reported amount
- $15,001 - $50,000
- Owner
- Spouse
- Source status
- New
PURCHASEMissouri · District 2
Teays Valley OH 5.00% 12/1/2033
- Transaction date
- Dec 18, 2025
- Reported amount
- $100,001 - $250,000
- Owner
- Joint
- Source status
- New
PURCHASEFlorida · District 19
Bitcoin (BTC)BTC
- Transaction date
- Dec 18, 2025
- Reported amount
- $50,001 - $100,000
- Owner
- Filer
- Source status
- New
PURCHASEFlorida · District 19
Bitcoin (CRYPTO:BTC)
- Transaction date
- Dec 18, 2025
- Reported amount
- $50,001 - $100,000
- Owner
- Spouse
- Source status
- Amended
SALEVirginia · District 8
King CNTY Wash Ltd 4.00% 12/1/32
- Transaction date
- Dec 18, 2025
- Reported amount
- $15,001 - $50,000
- Owner
- Joint
- Source status
- New
SALEVirginia · District 8
Madison Conn GO BD 3.5% 12/18/25
- Transaction date
- Dec 18, 2025
- Reported amount
- $50,001 - $100,000
- Owner
- Joint
- Source status
- New
PURCHASECalifornia · District 31
AstraZeneca PLC - American Depositary Shares (AZN)AZN
- Transaction date
- Dec 18, 2025
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New