Julia Letlow U.S. House
Representative (LA05) · PTR · filed 1/13/2026 · discovered Jul 07, 2026 09:25 AM · original filing ↗
Committee assignments
-
House Committee on Appropriations
- Agriculture, Rural Development, Food and Drug Administration, and Related Agencies
- Labor, Health and Human Services, Education, and Related Agencies
- National Security, Department of State, and Related Programs
- House Committee on Education and Workforce
Compare against the industries below to gauge potential overlap between committee jurisdiction and traded companies.
Transactions
| Date | Owner | Ticker | Asset | Industry | Action | Amount | Comment |
|---|---|---|---|---|---|---|---|
| 01/17/2025 | self | MMM | 3M Company Common Stock (MMM) | Surgical & Medical Instruments & Apparatus | Purchase | $1,001 - $15,000 | |
| 10/23/2024 | self | — | Abbott Laboratories Common Stock | — | Purchase | $1,001 - $15,000 | |
| 12/08/2025 | self | — | Abbott Laboratories Common Stock | — | Sale | $1,001 - $15,000 | |
| 12/08/2025 | self | ABBV | AbbVie Inc. Common Stock (ABBV) | Pharmaceutical Preparations | Sale | $1,001 - $15,000 | |
| 10/23/2024 | self | ABBV | AbbVie Inc. Common Stock (ABBV) | Pharmaceutical Preparations | Purchase | $1,001 - $15,000 | |
| 01/24/2025 | self | ABBV | AbbVie Inc. Common Stock (ABBV) | Pharmaceutical Preparations | Sale | $1,001 - $15,000 | |
| 04/28/2025 | self | ABBV | AbbVie Inc. Common Stock (ABBV) | Pharmaceutical Preparations | Purchase | $1,001 - $15,000 | |
| 07/24/2025 | self | — | Accenture plc Class A Ordinary Shares | — | Sale | $1,001 - $15,000 | |
| 01/15/2025 | self | — | Accenture plc Class A Ordinary Shares | — | Sale | $1,001 - $15,000 | |
| 04/22/2025 | self | — | Accenture plc Class A Ordinary Shares | — | Purchase | $1,001 - $15,000 | |
| 10/23/2024 | self | — | Accenture plc Class A Ordinary Shares | — | Purchase | $1,001 - $15,000 | |
| 01/24/2025 | self | ADBE | Adobe Inc. - Common Stock (ADBE) | Services-Prepackaged Software | Purchase | $1,001 - $15,000 | |
| 10/16/2025 | self | ADBE | Adobe Inc. - Common Stock (ADBE) | Services-Prepackaged Software | Sale | $1,001 - $15,000 | |
| 06/17/2025 | self | AMD | Advanced Micro Devices, Inc. (AMD) | Semiconductors & Related Devices | Purchase | $1,001 - $15,000 | |
| 01/24/2025 | self | — | Albertsons Companies, Inc. Class A | — | Purchase | $1,001 - $15,000 | |
| 08/26/2025 | self | — | Albertsons Companies, Inc. Class A | — | Sale | $1,001 - $15,000 | |
| 10/23/2024 | self | — | Alcoa Corporation Common Stock | — | Purchase | $1,001 - $15,000 | |
| 07/02/2025 | self | — | Alphabet Inc. - Class A Common | — | Purchase | $1,001 - $15,000 | |
| 10/23/2024 | self | — | Amazon.com, Inc. - Common Stock | — | Purchase | $1,001 - $15,000 | |
| 10/01/2025 | self | — | Amazon.com, Inc. - Common Stock | — | Purchase | $1,001 - $15,000 | |
| 10/22/2025 | self | — | Amazon.com, Inc. - Common Stock | — | Sale (Partial) | $1,001 - $15,000 | |
| 11/19/2024 | self | — | American Financial Group, Inc. | — | Purchase | $1,001 - $15,000 | |
| 02/24/2025 | self | — | American Financial Group, Inc. | — | Sale | $1,001 - $15,000 | |
| 02/24/2025 | self | — | American International Group, Inc. | — | Purchase | $1,001 - $15,000 | |
| 07/25/2025 | self | — | American International Group, Inc. | — | Sale (Partial) | $1,001 - $15,000 | |
| 10/23/2024 | self | AMGN | Amgen Inc. - Common Stock (AMGN) | Biological Products, (No Diagnostic Substances) | Purchase | $1,001 - $15,000 | |
| 11/19/2024 | self | AMGN | Amgen Inc. - Common Stock (AMGN) | Biological Products, (No Diagnostic Substances) | Sale | $1,001 - $15,000 | |
| 10/25/2024 | self | — | Anheuser Busch InBev Fin | — | Purchase | $1,001 - $15,000 | |
| 10/23/2024 | self | AAPL | Apple Inc. - Common Stock (AAPL) | Electronic Computers | Purchase | $15,001 | |
| 01/31/2025 | self | AAPL | Apple Inc. - Common Stock (AAPL) | Electronic Computers | Purchase | $1,001 - $15,000 | |
| 12/18/2024 | self | AAPL | Apple Inc. - Common Stock (AAPL) | Electronic Computers | Sale (Partial) | $1,001 - $15,000 | |
| 05/01/2025 | self | AAPL | Apple Inc. - Common Stock (AAPL) | Electronic Computers | Sale (Partial) | $1,001 - $15,000 | |
| 07/29/2025 | self | — | Arthur J. Gallagher & Co. Common | — | Sale | $1,001 - $15,000 | |
| 10/23/2024 | self | — | Arthur J. Gallagher & Co. Common | — | Purchase | $1,001 - $15,000 | |
| 10/23/2024 | self | — | Aspen Technology, Inc. - Common | — | Purchase | $1,001 - $15,000 | |
| 12/06/2024 | self | — | Aspen Technology, Inc. - Common | — | Sale | $1,001 - $15,000 | |
| 08/26/2025 | self | AIZ | Assurant, Inc. Common Stock (AIZ) | Insurance Carriers, NEC | Purchase | $1,001 - $15,000 | |
| 12/08/2025 | self | — | AstraZeneca PLC - American | — | Purchase | $1,001 - $15,000 | |
| 07/02/2025 | self | T | AT&T Inc. (T) | Telephone Communications (No Radiotelephone) | Sale (Partial) | $1,001 - $15,000 | |
| 10/23/2024 | self | T | AT&T Inc. (T) | Telephone Communications (No Radiotelephone) | Purchase | $1,001 - $15,000 | |
| 10/25/2024 | self | — | AT&T Inc. | — | Purchase | $1,001 - $15,000 | |
| 07/25/2025 | self | BA | Boeing Company (BA) | Aircraft | Sale (Partial) | $1,001 - $15,000 | |
| 10/23/2024 | self | BA | Boeing Company (BA) | Aircraft | Purchase | $1,001 - $15,000 | |
| 10/23/2024 | self | — | Booz Allen Hamilton Holding | — | Purchase | $1,001 - $15,000 | |
| 10/23/2024 | self | — | Bristol-Myers Squibb Company | — | Purchase | $1,001 - $15,000 | |
| 04/28/2025 | self | — | Bristol-Myers Squibb Company | — | Sale | $1,001 - $15,000 | |
| 12/18/2024 | self | — | Broadcom Inc. - Common Stock | — | Sale (Partial) | $1,001 - $15,000 | |
| 10/23/2024 | self | — | Broadcom Inc. - Common Stock | — | Purchase | $1,001 - $15,000 | |
| 10/16/2025 | self | — | Broadcom Inc. - Common Stock | — | Sale (Partial) | $1,001 - $15,000 | |
| 10/23/2024 | self | BXP | BXP, Inc. Common Stock (BXP) | Real Estate Investment Trusts | Purchase | $1,001 - $15,000 | |
| 04/14/2025 | self | — | Centene Corporation Common Stock | — | Purchase | $1,001 - $15,000 | |
| 08/08/2025 | self | — | Centene Corporation Common Stock | — | Sale | $1,001 - $15,000 | |
| 08/08/2025 | self | — | CF Industries Holdings, Inc. Common | — | Sale | $1,001 - $15,000 | |
| 10/23/2024 | self | — | CF Industries Holdings, Inc. Common | — | Purchase | $1,001 - $15,000 | |
| 10/23/2024 | self | — | Chevron Corporation Common Stock | — | Purchase | $1,001 - $15,000 | |
| 08/26/2025 | self | — | Chipotle Mexican Grill, Inc. Common | — | Purchase | $1,001 - $15,000 | |
| 11/03/2025 | self | — | Chipotle Mexican Grill, Inc. Common | — | Sale | $1,001 - $15,000 | |
| 06/17/2025 | self | — | Cisco Systems, Inc. - Common Stock | — | Purchase | $1,001 - $15,000 | |
| 04/11/2025 | self | C | Citigroup, Inc. Common Stock (C) | National Commercial Banks | Sale | $1,001 - $15,000 | |
| 01/31/2025 | self | C | Citigroup, Inc. Common Stock (C) | National Commercial Banks | Purchase | $1,001 - $15,000 | |
| 11/03/2025 | self | KO | Coca-Cola Company (KO) | Beverages | Purchase | $1,001 - $15,000 | |
| 12/11/2024 | self | — | CVS Health Corp | — | Sale | $1,001 - $15,000 | |
| 10/25/2024 | self | — | CVS Health Corp | — | Purchase | $1,001 - $15,000 | |
| 04/28/2025 | self | — | Danaher Corporation Common Stock | — | Purchase | $1,001 - $15,000 | |
| 01/31/2025 | self | — | Deere & Company Common Stock | — | Purchase | $1,001 - $15,000 | |
| 09/22/2025 | self | — | Deere & Company Common Stock | — | Sale | $1,001 - $15,000 | |
| 12/08/2025 | self | — | Devon Energy Corporation Common | — | Purchase | $1,001 - $15,000 | |
| 09/17/2025 | self | — | Dollar Tree, Inc. - Common Stock | — | Purchase | $1,001 - $15,000 | |
| 04/11/2025 | self | — | Dover Corporation Common Stock | — | Sale | $1,001 - $15,000 | |
| 10/23/2024 | self | — | Dover Corporation Common Stock | — | Purchase | $1,001 - $15,000 | |
| 10/23/2024 | self | — | Dropbox, Inc. - Class A Common | — | Purchase | $1,001 - $15,000 | |
| 04/22/2025 | self | — | Dropbox, Inc. - Class A Common | — | Sale | $1,001 - $15,000 | |
| 10/23/2024 | self | DUK | Duke Energy Corporation (DUK) | Electric & Other Services Combined | Purchase | $1,001 - $15,000 | |
| 09/22/2025 | self | — | Dycom Industries, Inc. Common | — | Purchase | $1,001 - $15,000 | |
| 10/23/2024 | self | — | Expand Energy Corporation - | — | Purchase | $1,001 - $15,000 | |
| 07/25/2025 | self | — | Expand Energy Corporation - | — | Sale (Partial) | $1,001 - $15,000 | |
| 02/07/2025 | self | — | Extra Space Storage Inc Common | — | Purchase | $1,001 - $15,000 | |
| 11/03/2025 | self | — | Extra Space Storage Inc Common | — | Sale | $1,001 - $15,000 | |
| 09/22/2025 | self | — | Gates Industrial Corporation plc | — | Purchase | $1,001 - $15,000 | |
| 08/08/2025 | self | GLOB | Globant S.A. Common Shares (GLOB) | Services-Computer Processing & Data Preparation | Sale | $1,001 - $15,000 | |
| 07/25/2025 | self | GLOB | Globant S.A. Common Shares (GLOB) | Services-Computer Processing & Data Preparation | Purchase | $1,001 - $15,000 | |
| 02/28/2025 | self | GLOB | Globant S.A. Common Shares (GLOB) | Services-Computer Processing & Data Preparation | Purchase | $1,001 - $15,000 | |
| 07/24/2025 | self | — | Goldman Sachs Group, Inc. (GS) | — | Sale | $1,001 - $15,000 | |
| 10/23/2024 | self | — | Goldman Sachs Group, Inc. (GS) | — | Purchase | $1,001 - $15,000 | |
| 03/13/2025 | self | — | Hewlett Packard Enterprise Company | — | Sale | $1,001 - $15,000 | |
| 01/24/2025 | self | — | Hewlett Packard Enterprise Company | — | Purchase | $1,001 - $15,000 | |
| 10/23/2024 | self | — | HF Sinclair Corporation Common | — | Purchase | $1,001 - $15,000 | |
| 08/08/2025 | self | — | HF Sinclair Corporation Common | — | Sale (Partial) | $1,001 - $15,000 | |
| 08/08/2025 | self | HUM | Humana Inc. Common Stock (HUM) | Hospital & Medical Service Plans | Purchase | $1,001 - $15,000 | |
| 12/08/2025 | self | — | Icon Energy Corp. - Common stock | — | Purchase | $1,001 - $15,000 | |
| 10/23/2024 | self | — | Ingersoll Rand Inc. Common Stock | — | Purchase | $1,001 - $15,000 | |
| 01/31/2025 | self | — | Ingersoll Rand Inc. Common Stock | — | Sale | $1,001 - $15,000 | |
| 09/22/2025 | self | — | Intel Corporation - Common Stock | — | Purchase | $1,001 - $15,000 | |
| 10/23/2024 | self | — | Intercontinental Exchange Inc. | — | Purchase | $1,001 - $15,000 | |
| 10/22/2025 | self | — | International Business Machines | — | Purchase | $1,001 - $15,000 | |
| 10/01/2025 | self | INTU | Intuit Inc. - Common Stock (INTU) | Services-Prepackaged Software | Purchase | $1,001 - $15,000 | |
| 10/02/2025 | self | — | Johnson Controls International plc | — | Sale | $1,001 - $15,000 | |
| 07/25/2025 | self | — | Johnson Controls International plc | — | Sale (Partial) | $1,001 - $15,000 | |
| 03/19/2025 | self | — | Johnson Controls International plc | — | Purchase | $1,001 - $15,000 | |
| 10/23/2024 | self | — | JP Morgan Chase & Co. Common | — | Purchase | $1,001 - $15,000 | |
| 10/25/2024 | self | — | JPMorgan Chase & Co | — | Purchase | $1,001 - $15,000 | |
| 10/23/2024 | self | KVUE | Kenvue Inc. Common Stock (KVUE) | Perfumes, Cosmetics & Other Toilet Preparations | Purchase | $1,001 - $15,000 | |
| 10/01/2025 | self | KVUE | Kenvue Inc. Common Stock (KVUE) | Perfumes, Cosmetics & Other Toilet Preparations | Sale | $1,001 - $15,000 | |
| 10/23/2024 | self | — | Las Vegas Sands Corp. Common Stock | — | Purchase | $1,001 - $15,000 | |
| 05/08/2025 | self | — | Las Vegas Sands Corp. Common Stock | — | Sale | $1,001 - $15,000 | |
| 10/23/2024 | self | — | Lowe's Companies, Inc. Common | — | Purchase | $1,001 - $15,000 | |
| 08/08/2025 | self | — | Lowe's Companies, Inc. Common | — | Purchase | $1,001 - $15,000 | |
| 10/23/2024 | self | — | McCormick & Company, Incorporated | — | Purchase | $1,001 - $15,000 | |
| 12/18/2024 | self | — | McKesson Corporation Common | — | Purchase | $1,001 - $15,000 | |
| 01/31/2025 | self | — | Meta Platforms, Inc. - Class A | — | Purchase | $1,001 - $15,000 | |
| 02/07/2025 | self | — | Meta Platforms, Inc. - Class A | — | Sale (Partial) | $1,001 - $15,000 | |
| 07/02/2025 | self | — | Meta Platforms, Inc. - Class A | — | Sale | $1,001 - $15,000 | |
| 10/23/2024 | self | — | Meta Platforms, Inc. - Class A | — | Purchase | $1,001 - $15,000 | |
| 07/25/2025 | self | — | Mettler-Toledo International, Inc. | — | Purchase | $1,001 - $15,000 | |
| 12/18/2024 | self | — | Mettler-Toledo International, Inc. | — | Purchase | $1,001 - $15,000 | |
| 12/08/2025 | self | — | Mettler-Toledo International, Inc. | — | Sale | $1,001 - $15,000 | |
| 10/01/2025 | self | — | Micron Technology, Inc. - Common | — | Sale (Partial) | $1,001 - $15,000 | |
| 09/17/2025 | self | — | Micron Technology, Inc. - Common | — | Sale (Partial) | $1,001 - $15,000 | |
| 12/18/2024 | self | — | Micron Technology, Inc. - Common | — | Purchase | $1,001 - $15,000 | |
| 04/14/2025 | self | — | Micron Technology, Inc. - Common | — | Purchase | $1,001 - $15,000 | |
| 10/25/2024 | self | — | Microsoft Corp | — | Purchase | $1,001 - $15,000 | |
| 10/23/2024 | self | — | Microsoft Corporation - Common | — | Purchase | $1,001 - $15,000 | |
| 01/31/2025 | self | — | Microsoft Corporation - Common | — | Sale (Partial) | $1,001 - $15,000 | |
| 12/06/2024 | self | — | Microsoft Corporation - Common | — | Purchase | $1,001 - $15,000 | |
| 05/08/2025 | self | — | Microsoft Corporation - Common | — | Purchase | $1,001 - $15,000 | |
| 01/15/2025 | self | — | NextEra Energy, Inc. Common Stock | — | Sale | $1,001 - $15,000 | |
| 10/23/2024 | self | — | NextEra Energy, Inc. Common Stock | — | Purchase | $1,001 - $15,000 | |
| 11/01/2024 | self | — | NextEra Energy, Inc. Common Stock | — | Purchase | $1,001 - $15,000 | |
| 10/23/2024 | self | — | Nucor Corporation Common Stock | — | Purchase | $1,001 - $15,000 | |
| 10/23/2024 | self | — | NVIDIA Corporation - Common Stock | — | Purchase | $1,001 - $15,000 | |
| 01/31/2025 | self | — | NVIDIA Corporation - Common Stock | — | Sale (Partial) | $1,001 - $15,000 | |
| 10/23/2024 | self | — | Parker-Hannifin Corporation | — | Purchase | $1,001 - $15,000 | |
| 10/25/2024 | self | — | Pepsico Inc. | — | Purchase | $1,001 - $15,000 | |
| 06/17/2025 | self | PFE | Pfizer, Inc. Common Stock (PFE) | Pharmaceutical Preparations | Purchase | $1,001 - $15,000 | |
| 10/23/2024 | self | — | Philip Morris International Inc | — | Purchase | $1,001 - $15,000 | |
| 10/23/2024 | self | — | Pinterest, Inc. Class A Common Stock | — | Purchase | $1,001 - $15,000 | |
| 12/16/2025 | self | — | Pinterest, Inc. Class A Common Stock | — | Sale | $1,001 - $15,000 | |
| 10/23/2024 | self | — | PNC Financial Services Group, Inc. | — | Purchase | $1,001 - $15,000 | |
| 10/16/2025 | self | PG | Procter & Gamble Company (PG) | Soap, Detergents, Cleang Preparations, Perfumes, Cosmetics | Purchase | $1,001 - $15,000 | |
| 10/23/2024 | self | — | Public Service Enterprise Group | — | Purchase | $1,001 - $15,000 | |
| 10/23/2024 | self | PVH | PVH Corp. Common Stock (PVH) | Men's & Boys' Furnishgs, Work Clothg, & Allied Garments | Purchase | $1,001 - $15,000 | |
| 01/24/2025 | self | PVH | PVH Corp. Common Stock (PVH) | Men's & Boys' Furnishgs, Work Clothg, & Allied Garments | Sale | $1,001 - $15,000 | |
| 04/28/2025 | self | — | Quest Diagnostics Incorporated | — | Purchase | $1,001 - $15,000 | |
| 07/24/2025 | self | — | Quest Diagnostics Incorporated | — | Sale | $1,001 - $15,000 | |
| 10/22/2025 | self | — | RELX PLC PLC American Depositary | — | Purchase | $1,001 - $15,000 | |
| 10/22/2025 | self | — | Roblox Corporation Class A Common | — | Sale | $1,001 - $15,000 | |
| 10/16/2025 | self | — | Roblox Corporation Class A Common | — | Purchase | $1,001 - $15,000 | |
| 10/23/2024 | self | SAIA | Saia, Inc. - Common Stock (SAIA) | Trucking (No Local) | Purchase | $1,001 - $15,000 | |
| 10/23/2024 | self | CRM | Salesforce, Inc. Common Stock (CRM) | Services-Prepackaged Software | Purchase | $1,001 - $15,000 | |
| 07/25/2025 | self | CRM | Salesforce, Inc. Common Stock (CRM) | Services-Prepackaged Software | Purchase | $1,001 - $15,000 | |
| 12/06/2024 | self | CRM | Salesforce, Inc. Common Stock (CRM) | Services-Prepackaged Software | Sale (Partial) | $1,001 - $15,000 | |
| 02/07/2025 | self | CRM | Salesforce, Inc. Common Stock (CRM) | Services-Prepackaged Software | Sale | $1,001 - $15,000 | |
| 12/16/2025 | self | CRM | Salesforce, Inc. Common Stock (CRM) | Services-Prepackaged Software | Sale | $1,001 - $15,000 | |
| 02/24/2025 | self | — | Schlumberger N.V. Common Stock | — | Sale | $1,001 - $15,000 | |
| 10/23/2024 | self | — | Schlumberger N.V. Common Stock | — | Purchase | $1,001 - $15,000 | |
| 05/27/2025 | self | — | State Street Corporation Common | — | Purchase | $1,001 - $15,000 | |
| 11/21/2025 | self | — | State Street Corporation Common | — | Sale (Partial) | $1,001 - $15,000 | |
| 11/03/2025 | self | — | Stifel Financial Corporation Common | — | Purchase | $1,001 - $15,000 | |
| 10/16/2025 | self | — | Stryker Corporation Common Stock | — | Sale | $1,001 - $15,000 | |
| 10/23/2024 | self | — | Stryker Corporation Common Stock | — | Purchase | $1,001 - $15,000 | |
| 07/02/2025 | self | — | Synchrony Financial Common Stock | — | Purchase | $1,001 - $15,000 | |
| 07/24/2025 | self | — | Taiwan Semiconductor | — | Sale (Partial) | $1,001 - $15,000 | |
| 01/24/2025 | self | — | Taiwan Semiconductor | — | Sale (Partial) | $1,001 - $15,000 | |
| 10/23/2024 | self | — | Taiwan Semiconductor | — | Purchase | $15,001 | |
| 04/14/2025 | self | — | Take-Two Interactive Software, Inc. - | — | Purchase | $1,001 - $15,000 | |
| 07/29/2025 | self | — | Take-Two Interactive Software, Inc. - | — | Purchase | $1,001 - $15,000 | |
| 10/23/2024 | self | TPR | Tapestry, Inc. Common Stock (TPR) | Leather & Leather Products | Purchase | $1,001 - $15,000 | |
| 07/29/2025 | self | TPR | Tapestry, Inc. Common Stock (TPR) | Leather & Leather Products | Sale | $1,001 - $15,000 | |
| 11/26/2024 | self | TPR | Tapestry, Inc. Common Stock (TPR) | Leather & Leather Products | Sale (Partial) | $1,001 - $15,000 | |
| 10/23/2024 | self | — | The Bank of New York Mellon | — | Purchase | $1,001 - $15,000 | |
| 07/02/2025 | self | — | The Bank of New York Mellon | — | Sale | $1,001 - $15,000 | |
| 04/22/2025 | self | CI | The Cigna Group Common Stock (CI) | Hospital & Medical Service Plans | Sale | $1,001 - $15,000 | |
| 10/23/2024 | self | CI | The Cigna Group Common Stock (CI) | Hospital & Medical Service Plans | Purchase | $1,001 - $15,000 | |
| 10/23/2024 | self | — | The Kraft Heinz Company - Common | — | Purchase | $1,001 - $15,000 | |
| 11/19/2024 | self | — | The Kraft Heinz Company - Common | — | Sale | $1,001 - $15,000 | |
| 10/25/2024 | self | — | The Walt Disney Company | — | Purchase | $1,001 - $15,000 | |
| 10/23/2024 | self | — | Thermo Fisher Scientific Inc Common | — | Purchase | $1,001 - $15,000 | |
| 04/28/2025 | self | — | Thermo Fisher Scientific Inc Common | — | Sale | $1,001 - $15,000 | |
| 07/25/2025 | self | — | Thermo Fisher Scientific Inc Common | — | Purchase | $1,001 - $15,000 | |
| 07/29/2025 | self | — | Tradeweb Markets Inc. - Class A | — | Purchase | $1,001 - $15,000 | |
| 10/01/2025 | self | — | Tradeweb Markets Inc. - Class A | — | Sale | $1,001 - $15,000 | |
| 12/16/2025 | self | — | United Rentals, Inc. Common Stock | — | Purchase | $1,001 - $15,000 | |
| 05/27/2025 | self | — | UnitedHealth Group Incorporated | — | Sale | $1,001 - $15,000 | |
| 04/22/2025 | self | — | UnitedHealth Group Incorporated | — | Purchase | $1,001 - $15,000 | |
| 10/23/2024 | self | — | UnitedHealth Group Incorporated | — | Purchase | $1,001 - $15,000 | |
| 01/24/2025 | self | — | Universal Health Services, Inc. | — | Sale | $1,001 - $15,000 | |
| 10/23/2025 | self | — | Universal Health Services, Inc. | — | Purchase | $1,001 - $15,000 | |
| 10/25/2024 | self | — | US Treasury Bond 8/15/2041 | — | Purchase | $1,001 - $15,000 | |
| 10/25/2024 | self | — | US Treasury Bond 8/15/2048 | — | Purchase | $1,001 - $15,000 | |
| 10/25/2024 | self | — | US Treasury Note 1/31/2029 | — | Purchase | $1,001 - $15,000 | |
| 12/17/2025 | self | — | US Treasury Note 10/31/2026 | — | Sale | $1,001 - $15,000 | |
| 10/25/2024 | self | — | US Treasury Note 10/31/2026 | — | Purchase | $1,001 - $15,000 | |
| 11/05/2024 | self | — | US Treasury Note 10/31/2029 | — | Purchase | $1,001 - $15,000 | |
| 10/25/2024 | self | — | US Treasury Note 11/15/2032 | — | Purchase | $1,001 - $15,000 | |
| 10/25/2025 | self | — | US Treasury Note 3/31/2025 | — | Purchase | $1,001 - $15,000 | |
| 10/25/2024 | self | — | US Treasury Note 4/30/2025 | — | Purchase | $1,001 - $15,000 | |
| 10/25/2024 | self | — | US Treasury Note 4/30/2025 | — | Purchase | $1,001 - $15,000 | |
| 11/05/2024 | self | — | US Treasury Note 4/30/2025 | — | Sale (Partial) | $1,001 - $15,000 | |
| 10/25/2024 | self | — | US Treasury Note 5/15/2050 | — | Purchase | $1,001 - $15,000 | |
| 06/26/2025 | self | — | US Treasury Note 5/31/2026 | — | Purchase | $15,001 | |
| 10/25/2024 | self | — | US Treasury Note 8/15/2028 | — | Purchase | $1,001 - $15,000 | |
| 10/25/2024 | self | — | US Treasury Note 8/15/2031 | — | Purchase | $1,001 - $15,000 | |
| 10/25/2024 | self | — | US Treasury Note 8/15/2034 | — | Purchase | $1,001 - $15,000 | |
| 12/17/2025 | self | — | US Treasury Note 8/15/2034 | — | Purchase | $1,001 - $15,000 | |
| 10/23/2024 | self | — | Vertex Pharmaceuticals Incorporated | — | Purchase | $1,001 - $15,000 | |
| 10/25/2024 | self | — | Visa Inc. | — | Purchase | $1,001 - $15,000 | |
| 10/23/2024 | self | V | Visa Inc. (V) | Services-Business Services, NEC | Purchase | $1,001 - $15,000 | |
| 07/24/2025 | self | V | Visa Inc. (V) | Services-Business Services, NEC | Purchase | $1,001 - $15,000 | |
| 10/25/2024 | self | — | Walmart Inc. | — | Purchase | $1,001 - $15,000 | |
| 11/03/2025 | self | DIS | Walt Disney Company (DIS) | Services-Miscellaneous Amusement & Recreation | Purchase | $1,001 - $15,000 | |
| 12/08/2025 | self | — | Warner Bros. Discovery, Inc. - Series | — | Sale | $1,001 - $15,000 | |
| 11/01/2024 | self | — | Warner Bros. Discovery, Inc. - Series | — | Purchase | $1,001 - $15,000 | |
| 07/25/2025 | self | — | Warner Bros. Discovery, Inc. - Series | — | Sale (Partial) | $1,001 - $15,000 | |
| 10/23/2024 | self | — | Waters Corporation Common Stock | — | Purchase | $1,001 - $15,000 | |
| 11/19/2024 | self | — | Waters Corporation Common Stock | — | Sale | $1,001 - $15,000 | |
| 12/08/2025 | self | — | Waters Corporation Common Stock | — | Purchase | $1,001 - $15,000 | |
| 10/23/2024 | self | — | Wells Fargo & Company Common | — | Purchase | $1,001 - $15,000 | |
| 10/23/2024 | self | HCN | Welltower Inc. (HCN) | — | Purchase | $1,001 - $15,000 | |
| 10/23/2024 | self | — | Williams-Sonoma, Inc. Common | — | Purchase | $1,001 - $15,000 | |
| 07/25/2025 | self | — | Williams-Sonoma, Inc. Common | — | Purchase | $1,001 - $15,000 | |
| 07/24/2025 | self | — | Workday, Inc. - Class A Common | — | Sale | $1,001 - $15,000 | |
| 06/17/2025 | self | — | Workday, Inc. - Class A Common | — | Sale (Partial) | $1,001 - $15,000 | |
| 10/23/2024 | self | — | Workday, Inc. - Class A Common | — | Purchase | $1,001 - $15,000 | |
| 11/19/2024 | self | — | Workday, Inc. - Class A Common | — | Purchase | $1,001 - $15,000 |
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