| Ticker | Amount | Traded | Disclosed | |
|---|
| bought spouse |
Lewis & Clark Agrifood Fund II LP paper |
$1k–15k |
2026-06-30 |
|
filing |
| bought |
VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF paper |
$1k–15k |
2026-06-30 |
|
filing |
| bought spouse |
VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF paper |
$1k–15k |
2026-06-30 |
|
filing |
| bought spouse |
VANGUARD INDEX FUNDS S&P 500 ETF paper |
$15k–50k |
2026-06-30 |
|
filing |
| bought spouse |
VANGUARD INDEX FUNDS S&P 500 ETF USD paper |
$1k–15k |
2026-06-30 |
|
filing |
| sold spouse |
AERCAP HOLDINGS N V paper |
$1k–15k |
2026-06-29 |
|
filing |
| bought spouse |
Albany Road Strategic Opportunity Fund LP paper |
$1k–15k |
2026-06-29 |
|
filing |
| bought spouse |
DFA EMERGING MRKTS CORE EQU PORTF paper |
$15k–50k |
2026-06-29 |
|
filing |
| bought spouse |
DFA EMERGING MRKTS CORE EQU PORTF paper |
$1k–15k |
2026-06-29 |
|
filing |
| bought spouse |
DFA INTERNATIONAL CORE EQUITY paper |
$15k–50k |
2026-06-29 |
|
filing |
| bought spouse |
MA paper |
$1k–15k |
2026-06-29 |
|
filing · analyze |
| bought spouse |
Mays Allocate 2025 LP paper |
$1k–15k |
2026-06-29 |
|
filing |
| bought spouse |
VANGUARD MUN BD FDS TAX EXEMPT BD paper |
$250k–500k |
2026-06-29 |
|
filing |
| sold spouse |
CVX paper |
$100k–250k |
2026-06-26 |
|
filing · analyze |
| sold spouse |
EQUITABLE HLDGS INC paper |
$15k–50k |
2026-06-26 |
|
filing |
| bought spouse |
FID ADV FLOATING RATE HIGH INCOME Z paper |
$500k–1M |
2026-06-26 |
|
filing |
| sold spouse |
MURPHY OIL CORP paper |
$15k–50k |
2026-06-26 |
|
filing |
| sold spouse |
NATIONAL FUEL GAS CO paper |
$50k–100k |
2026-06-26 |
|
filing |
| bought spouse |
NORTHERN TAX ADVGT ULTRA SHRT FIXED INC paper |
$100k–250k |
2026-06-26 |
|
filing |
| bought spouse |
NORTHERN TAX ADVGT ULTRA SHRT FIXED INC paper |
$250k–500k |
2026-06-26 |
|
filing |
| bought spouse |
VTI paper |
$1k–15k |
2026-06-26 |
|
filing · analyze |
| bought spouse |
VTI paper |
$15k–50k |
2026-06-26 |
|
filing · analyze |
| sold spouse |
AERCAP HOLDINGS N V paper |
$1k–15k |
2026-06-25 |
|
filing |
| bought spouse |
Dawson Portfolio Finance 6 LP paper |
$100k–250k |
2026-06-25 |
|
filing |
| bought spouse |
Dawson Portfolio Finance 7 LP paper |
$250k–500k |
2026-06-25 |
|
filing |
| bought spouse |
DIMENSIONAL ETF TRUST INTERNATIONAL CORE EQUITY 2 ETF paper |
$15k–50k |
2026-06-25 |
|
filing |
| bought spouse |
DIMENSIONAL ETF TRUST INTERNATIONAL CORE EQUITY 2 ETF paper |
$1k–15k |
2026-06-25 |
|
filing |
| bought spouse |
KITSAP CNTY WASH SCH DIST NO 4 01 paper |
$100k–250k |
2026-06-25 |
|
filing |
| bought spouse |
SPGI paper |
$1k–15k |
2026-06-25 |
|
filing · analyze |
| bought spouse |
Spruce Holdings LP paper |
$500k–1M |
2026-06-25 |
|
filing |
| bought spouse |
Mays Allocate LP paper |
$50k–100k |
2026-06-24 |
|
filing |
| bought spouse |
NORTHERN INTERMED TAX EXEMPT FUND paper |
$15k–50k |
2026-06-24 |
|
filing |
| bought spouse |
PORT AUTH N Y & N J paper |
$100k–250k |
2026-06-24 |
|
filing |
| bought spouse |
Cedar Holdings LP paper |
$1k–15k |
2026-06-23 |
|
filing |
| sold spouse |
FID ADV FLOATING RATE HIGH INCOME Z paper |
$500k–1M |
2026-06-23 |
|
filing |
| sold spouse |
NORTHERN TAX ADVGT ULTRA SHRT FIXED INC paper |
$100k–250k |
2026-06-23 |
|
filing |
| bought spouse |
VEA paper |
$15k–50k |
2026-06-23 |
|
filing · analyze |
| bought spouse |
VEA paper |
$1k–15k |
2026-06-23 |
|
filing · analyze |
| sold spouse |
VANGUARD MUN BD FDS TAX EXEMPT BD paper |
$100k–250k |
2026-06-23 |
|
filing |
| bought spouse |
Mays Allocate LP paper |
$15k–50k |
2026-06-22 |
|
filing |
| bought spouse |
NEW YORK N Y CITY MUN WTR FIN AUTH WTR paper |
$100k–250k |
2026-06-22 |
|
filing |
| sold spouse |
NORTHERN INTERMED TAX EXEMPT FUND paper |
$250k–500k |
2026-06-22 |
|
filing |
| sold spouse |
AMAZON COM INC paper |
$15k–50k |
2026-06-18 |
|
filing |
| sold spouse |
APTARGROUP INC paper |
$1k–15k |
2026-06-18 |
|
filing |
| sold spouse |
ARAMARK COM paper |
$1k–15k |
2026-06-18 |
|
filing |
| sold spouse |
BJS WHSL CLUB HLDGS INC paper |
$1k–15k |
2026-06-18 |
|
filing |
| sold spouse |
CARLISLE COMPANIES INC paper |
$1k–15k |
2026-06-18 |
|
filing |
| sold spouse |
CAVCO INDUSTRIES INC paper |
$1k–15k |
2026-06-18 |
|
filing |
| sold spouse |
CORE &MAIN INC CL A paper |
$1k–15k |
2026-06-18 |
|
filing |
| bought spouse |
DELL TECHNOLOGIES INC CL C paper |
$1k–15k |
2026-06-18 |
|
filing |
| sold spouse |
DONALDSON COMPANY INC paper |
$1k–15k |
2026-06-18 |
|
filing |
| sold spouse |
FIRSTCASH HOLDINGS INC paper |
$1k–15k |
2026-06-18 |
|
filing |
| sold spouse |
FORTUNE BRANDS INNOVATIONS INC paper |
$1k–15k |
2026-06-18 |
|
filing |
| sold spouse |
FTI CONSULTING INC paper |
$1k–15k |
2026-06-18 |
|
filing |
| sold spouse |
GATES INDUSTRIAL CORPORATION PLC paper |
$1k–15k |
2026-06-18 |
|
filing |
| sold spouse |
GENUINE PARTS CO paper |
$50k–100k |
2026-06-18 |
|
filing |
| sold spouse |
HAYWARD HLDGS INC paper |
$1k–15k |
2026-06-18 |
|
filing |
| sold spouse |
HENRY SCHEIN INC paper |
$1k–15k |
2026-06-18 |
|
filing |
| sold spouse |
HOULIHAN LOKEY INC CL A paper |
$1k–15k |
2026-06-18 |
|
filing |
| sold spouse |
HOWMET AEROSPACE INC paper |
$1k–15k |
2026-06-18 |
|
filing |
| sold spouse |
HURON CONSULTING GROUP INC paper |
$1k–15k |
2026-06-18 |
|
filing |
| sold spouse |
INSIGHT ENTERPRISES INC paper |
$1k–15k |
2026-06-18 |
|
filing |
| bought spouse |
IVV paper |
$1k–15k |
2026-06-18 |
|
filing · analyze |
| bought spouse |
KEYSIGHT TECHNOLOGIES INC paper |
$1k–15k |
2026-06-18 |
|
filing |
| sold spouse |
LOUISIANA PACIFIC CORP paper |
$1k–15k |
2026-06-18 |
|
filing |
| sold spouse |
MSFT paper |
$15k–50k |
2026-06-18 |
|
filing · analyze |
| sold spouse |
MSA SAFETY INC paper |
$1k–15k |
2026-06-18 |
|
filing |
| sold spouse |
MUELLER WATER PRODUCTS INC paper |
$1k–15k |
2026-06-18 |
|
filing |
| sold spouse |
ONEMAIN HLDGS INC paper |
$1k–15k |
2026-06-18 |
|
filing |
| sold spouse |
PRIMERICA INC paper |
$1k–15k |
2026-06-18 |
|
filing |
| sold spouse |
ROBERT HALF INC paper |
$1k–15k |
2026-06-18 |
|
filing |
| sold spouse |
SIMPSON MFG INC paper |
$1k–15k |
2026-06-18 |
|
filing |
| bought spouse |
TAIWAN SEMICONDUCTOR MANUFACTURING SPON ADS paper |
$15k–50k |
2026-06-18 |
|
filing |
| sold spouse |
TYSON FOODS INC paper |
$50k–100k |
2026-06-18 |
|
filing |
| sold spouse |
VALVOLINE INC paper |
$1k–15k |
2026-06-18 |
|
filing |
| sold spouse |
VISHAY INTERTECHNOLOGY INC paper |
$100k–250k |
2026-06-18 |
|
filing |
| sold spouse |
WHITE MTNS INS GROUP LTD paper |
$1k–15k |
2026-06-18 |
|
filing |
| sold spouse |
ZIONS BANCORPORATION paper |
$1k–15k |
2026-06-18 |
|
filing |
| bought spouse |
PORT AUTH N Y & N J paper |
$100k–250k |
2026-06-17 |
|
filing |
| bought spouse |
SPGI paper |
$1k–15k |
2026-06-17 |
|
filing · analyze |
| bought spouse |
WORKDAY INC CL A paper |
$1k–15k |
2026-06-17 |
|
filing |
| bought spouse |
DANAHER CORPORATION paper |
$1k–15k |
2026-06-16 |
|
filing |
| bought spouse |
Mays Allocate LP paper |
$1k–15k |
2026-06-16 |
|
filing |
| sold spouse |
NORTHERN INTERMED TAX EXEMPT FUND paper |
$50k–100k |
2026-06-16 |
|
filing |
| sold spouse |
NORTHERN INTERMED TAX EXEMPT FUND paper |
$15k–50k |
2026-06-16 |
|
filing |
| sold spouse |
NORTHERN TAX ADVGT ULTRA SHRT FIXED INC paper |
$100k–250k |
2026-06-16 |
|
filing |
| sold spouse |
NORTHERN TAX ADVGT ULTRA SHRT FIXED INC paper |
$15k–50k |
2026-06-16 |
|
filing |
| sold spouse |
AMAZON COM INC paper |
$15k–50k |
2026-06-15 |
|
filing |
| sold spouse |
FAIR ISAAC CORP paper |
$15k–50k |
2026-06-15 |
|
filing |
| bought spouse |
INFINEON TECHNOLOGIES AG SPON ADR paper |
$15k–50k |
2026-06-15 |
|
filing |
| bought spouse |
MA paper |
$1k–15k |
2026-06-15 |
|
filing · analyze |
| bought spouse |
MERCADOLIBRE INC paper |
$1k–15k |
2026-06-15 |
|
filing |
| bought spouse |
APTARGROUP INC paper |
$15k–50k |
2026-06-12 |
|
filing |
| bought spouse |
Mays Allocate 2025 LP paper |
$1k–15k |
2026-06-12 |
|
filing |
| sold spouse |
AERCAP HOLDINGS N V paper |
$1k–15k |
2026-06-11 |
|
filing |
| sold spouse |
FIRSTCASH HOLDINGS INC paper |
$15k–50k |
2026-06-11 |
|
filing |
| bought spouse |
LKCM Headwater Investments IV LP paper |
$50k–100k |
2026-06-11 |
|
filing |
| bought spouse |
WORKDAY INC CL A paper |
$1k–15k |
2026-06-11 |
|
filing |
| sold spouse |
AERCAP HOLDINGS N V paper |
$1k–15k |
2026-06-10 |
|
filing |
| bought spouse |
ARTHUR J GALLAGHER & CO paper |
$1k–15k |
2026-06-10 |
|
filing |