Total trades
30
Buys
15
Sells
15
Est. value (mid)
$986027
Top traded tickers
All disclosed trades
| Date | Side | Ticker | Asset | Amount |
|---|---|---|---|---|
| Apr 16, 2026 | Sell | INTU | Intuit Inc. - Common Stock $50,000 | $15,001 |
| Apr 16, 2026 | Sell | SPGI | S&P Global Inc. Common Stock $50,000 | $15,001 |
| Apr 16, 2026 | Sell | — | US Treasury Note 4/375% DUE 12/15/26 (91282CJP7) $250,000 | $100,001 |
| Apr 16, 2026 | Sell | — | US Treasury Note 3.75% DUE 12/31/28 (91282CJR3)) $250,000 | $100,001 |
| Apr 16, 2026 | Sell | ABT | Abbott Laboratories Common Stock $50,000 | $15,001 |
| Apr 16, 2026 | Sell | PG | Procter & Gamble Company $50,000 | $15,001 |
| Apr 15, 2026 | Sell | AMP | Ameriprise Financial, Inc. Common Stock $100,000 | $50,001 |
| Mar 24, 2026 | Buy | — | US Treasury Note 3.5% DUE 1/31/30 (91282CGJ4) $50,000 | $15,001 |
| Feb 19, 2026 | Sell | INTU | Intuit Inc. - Common Stock | $1,001 - $15,000 |
| Feb 19, 2026 | Buy | TSM | Taiwan Semiconductor Manufacturing Company Ltd. | $1,001 - $15,000 |
| Feb 19, 2026 | Buy | KMI | Kinder Morgan, Inc. Common Stock | $1,001 - $15,000 |
| Feb 18, 2026 | Buy | — | US Treasury Note 4% DUE 7/31/29 (91282CLC3) $100,000 | $50,001 |
| Feb 18, 2026 | Sell | INTU | Intuit Inc. - Common Stock $50,000 | $15,001 |
| Jan 26, 2026 | Buy | — | US Treasury Note 3.5% DUE 01/31/28 (91282CGH8) $250,000 | $100,001 |
| Jan 14, 2026 | Sell | AWK | American Water Works Company, Inc. Common Stock $100,000 | $50,001 |
| Jan 14, 2026 | Sell | PAYX | Paychex, Inc. - Common Stock $50,000 | $15,001 |
| Jan 14, 2026 | Buy | SPGI | S&P Global Inc. Common Stock $50,000 | $15,001 |
| Dec 12, 2025 | Buy | FERG | Ferguson Enterprises Inc. Common Stock $50,000 | $15,001 |
| Dec 12, 2025 | Sell | NFLX | Netflix, Inc. - Common Stock | $1,001 - $15,000 |
| Nov 14, 2025 | Buy | — | US TREASUR NOTE 3.75% DUE 08/15/27 (91282CLG4) $100,000 | $50,001 |
| Oct 10, 2025 | Sell | CHD | Church & Dwight Company, Inc. Common Stock $50,000 | $15,001 |
| Oct 10, 2025 | Buy | — | US Treasury Bill 91282CLP4 3.5% Due 9/30/26 $100,000 | $50,001 |
| Sep 12, 2025 | Sell | ACN | Accenture plc Class A Ordinary Shares | $1,001 - $15,000 |
| Aug 19, 2025 | Buy | — | US Treasury Bill 91282CHB0 DUE 5/15/26 3.625% $250,000 | $100,001 |
| Aug 19, 2025 | Buy | ATO | Atmos Energy Corporation Common Stock $50,000 | $15,001 |
| Aug 19, 2025 | Sell | ACN | Accenture plc Class A Ordinary Shares | $1,001 - $15,000 |
| Jul 10, 2025 | Buy | SCHW | Charles Schwab Corporation $50,000 | $15,001 |
| Jul 10, 2025 | Buy | — | US Treasury Bill 912797PD3 $100,000 | $50,001 |
| Jul 10, 2025 | Buy | — | US Treasury Bill 912797PV3 $100,000 | $50,001 |
| Jun 20, 2025 | Buy | INTU | Intuit Inc. - Common Stock | $1,001 - $15,000 |