InsiderPulse
New York· In office since 2021 (5 yrs)· District 15
No committee assignments on record
Total Trades
114
0 YTD
Purchases
58
0 YTD
Sales
56
0 YTD
Est. Volume
~$912K
| Ticker | Company | Trade Date | Filed | Type | Amount | Filing |
|---|---|---|---|---|---|---|
| GOOGL | (GOOGL) | 2025-07-11 | 2025-08-20 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| APO | (APO) | 2025-07-11 | 2025-08-20 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| ARES | A Common Stock (ARES) | 2025-07-11 | 2025-08-20 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| ASML | Registry Shares (ASML) | 2025-07-11 | 2025-08-20 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| BAC | Common Stock (BAC) | 2025-07-11 | 2025-08-20 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| OWL | Common Stock (OWL) | 2025-07-11 | 2025-08-20 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| AVGO | (AVGO) | 2025-07-11 | 2025-08-20 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| CL | Stock (CL) | 2025-07-11 | 2025-08-20 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| ETN | Shares (ETN) | 2025-07-11 | 2025-08-20 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| EMR | Stock (EMR) | 2025-07-11 | 2025-08-20 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| EQT | (EQT) | 2025-07-11 | 2025-08-20 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| ELS | Common Stock (ELS) | 2025-07-11 | 2025-08-20 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| EQR | Beneficial Interest (EQR) | 2025-07-11 | 2025-08-20 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| FCX | Stock (FCX) | 2025-07-11 | 2025-08-20 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| HPE | Common Stock (HPE) | 2025-07-11 | 2025-08-20 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| JPM | Stock (JPM) | 2025-07-11 | 2025-08-20 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| KMI | (KMI) | 2025-07-11 | 2025-08-20 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| LHX | Stock (LHX) | 2025-07-11 | 2025-08-20 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| MRVL | Stock (MRVL) | 2025-07-11 | 2025-08-20 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| MKC | Common Stock (MKC) | 2025-07-11 | 2025-08-20 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| MCK | Stock (MCK) | 2025-07-11 | 2025-08-20 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| MRK | Stock (MRK) | 2025-07-11 | 2025-08-20 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| META | Common Stock (META) | 2025-07-11 | 2025-08-20 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| MSFT | Stock (MSFT) | 2025-07-11 | 2025-08-20 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| NEE | (NEE) | 2025-07-11 | 2025-08-20 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| NOC | Common Stock (NOC) | 2025-07-11 | 2025-08-20 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| ORCL | (ORCL) | 2025-07-11 | 2025-08-20 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| OTIS | Stock (OTIS) | 2025-07-11 | 2025-08-20 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| PPL | (PPL) | 2025-07-11 | 2025-08-20 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| QCOM | Stock (QCOM) | 2025-07-11 | 2025-08-20 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| RHHBY | (RHHBY) | 2025-07-11 | 2025-08-20 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| TRP | Stock (TRP) | 2025-07-11 | 2025-08-20 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| UNP | Stock (UNP) | 2025-07-11 | 2025-08-20 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| VZ | Common Stock (VZ) | 2025-07-11 | 2025-08-20 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| VICI | (VICI) | 2025-07-11 | 2025-08-20 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| WCN | Shares (WCN) | 2025-07-11 | 2025-08-20 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| ABBV | C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. AbbVie Inc. Common Stock (ABBV) | 2025-07-11 | 2025-08-20 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| AMH | C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. American Homes 4 Rent Common Shares of Beneficial Interest (AMH) | 2025-07-11 | 2025-08-20 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| AMT | C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. American Tower Corporation (AMT) | 2025-07-11 | 2025-08-20 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| APPL | are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Appell Pete Corp (APPL) [ST]P09/26/202408/01/2025$1,001 - $15,000 C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Apple Inc. - Common Stock (AAPL) | 2025-07-11 | 2025-08-20 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| BLK | C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. BlackRock, Inc. Common Stock (BLK) | 2025-07-11 | 2025-08-20 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| BX | AmountCap. C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Blackstone Inc. Common Stock (BX) | 2025-07-11 | 2025-08-20 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| C | C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Citigroup, Inc. Common Stock (C) | 2025-07-11 | 2025-08-20 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| KO | are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Coca-Cola Company (KO) [ST]P09/26/202408/01/2025$1,001 - $15,000 C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Colgate-Palmolive Company Common Stock (CL) | 2025-07-11 | 2025-08-20 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| EQIX | C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Equinix, Inc. - Common Stock (EQIX) | 2025-07-11 | 2025-08-20 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| GS | are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Goldman Sachs Group, Inc. (GS) [ST]S07/11/202508/01/2025$1,001 - $15,000 C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Hewlett Packard Enterprise Company Common Stock (HPE) | 2025-07-11 | 2025-08-20 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| MET | C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. MetLife, Inc. Common Stock (MET) | 2025-07-11 | 2025-08-20 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| MS | DateNotification Date AmountCap. have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Morgan Stanley Common Stock (MS) | 2025-07-11 | 2025-08-20 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| OKE | C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. ONEOK, Inc. Common Stock (OKE) | 2025-07-11 | 2025-08-20 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| CRM | C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Salesforce, Inc. Common Stock (CRM) | 2025-07-11 | 2025-08-20 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| SHW | AmountCap. C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Sherwin-Williams Company (SHW) | 2025-07-11 | 2025-08-20 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| WMT | Date AmountCap. C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Walmart Inc. Common Stock (WMT) | 2025-07-11 | 2025-08-20 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| MRVL | Stock (MRVL) | 2025-06-06 | 2025-08-20 | Purchase | $1,001 - $15,000 | View ↗ |
| TRP | Stock (TRP) | 2025-04-09 | 2025-08-20 | Purchase | $1,001 - $15,000 | View ↗ |
| HD | are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Home Depot, Inc. (HD) [ST]P09/26/202408/01/2025$1,001 - $15,000 C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Honeywell International Inc. (HON) | 2025-02-28 | 2025-08-20 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| AVGO | (AVGO) | 2025-01-07 | 2025-08-20 | Sale (Partial) | $1,001 - $15,000 | View ↗ |
| MKC | Common Stock (MKC) | 2025-01-07 | 2025-08-20 | Purchase | $1,001 - $15,000 | View ↗ |
| ARES | A Common Stock (ARES) | 2024-10-09 | 2025-08-20 | Purchase | $1,001 - $15,000 | View ↗ |
| ARE | Common Stock (ARE) | 2024-09-26 | 2025-08-20 | Purchase | $1,001 - $15,000 | View ↗ |
| GOOGL | (GOOGL) | 2024-09-26 | 2025-08-20 | Purchase | $1,001 - $15,000 | View ↗ |
| APO | (APO) | 2024-09-26 | 2025-08-20 | Purchase | $1,001 - $15,000 | View ↗ |
| ASML | Registry Shares (ASML) | 2024-09-26 | 2025-08-20 | Purchase | $1,001 - $15,000 | View ↗ |
| OWL | Common Stock (OWL) | 2024-09-26 | 2025-08-20 | Purchase | $1,001 - $15,000 | View ↗ |
| AVGO | (AVGO) | 2024-09-26 | 2025-08-20 | Purchase | $1,001 - $15,000 | View ↗ |
| CMCSA | Common Stock (CMCSA) | 2024-09-26 | 2025-08-20 | Purchase | $1,001 - $15,000 | View ↗ |
| EIX | (EIX) | 2024-09-26 | 2025-08-20 | Purchase | $1,001 - $15,000 | View ↗ |
| EQT | (EQT) | 2024-09-26 | 2025-08-20 | Purchase | $1,001 - $15,000 | View ↗ |
| ELS | Common Stock (ELS) | 2024-09-26 | 2025-08-20 | Purchase | $1,001 - $15,000 | View ↗ |
| EQR | Beneficial Interest (EQR) | 2024-09-26 | 2025-08-20 | Purchase | $1,001 - $15,000 | View ↗ |
| GLPI | Common Stock (GLPI) | 2024-09-26 | 2025-08-20 | Purchase | $1,001 - $15,000 | View ↗ |
| ICE | Common Stock (ICE) | 2024-09-26 | 2025-08-20 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| ICE | Common Stock (ICE) | 2024-09-26 | 2025-08-20 | Purchase | $1,001 - $15,000 | View ↗ |
| JNJ | (JNJ) | 2024-09-26 | 2025-08-20 | Purchase | $1,001 - $15,000 | View ↗ |
| JPM | Stock (JPM) | 2024-09-26 | 2025-08-20 | Purchase | $1,001 - $15,000 | View ↗ |
| KMI | (KMI) | 2024-09-26 | 2025-08-20 | Purchase | $1,001 - $15,000 | View ↗ |
| LHX | Stock (LHX) | 2024-09-26 | 2025-08-20 | Purchase | $1,001 - $15,000 | View ↗ |
| LEN | Stock (LEN) | 2024-09-26 | 2025-08-20 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| LEN | Stock (LEN) | 2024-09-26 | 2025-08-20 | Purchase | $1,001 - $15,000 | View ↗ |
| LMT | Common Stock (LMT) | 2024-09-26 | 2025-08-20 | Purchase | $1,001 - $15,000 | View ↗ |
| MKC | Common Stock (MKC) | 2024-09-26 | 2025-08-20 | Purchase | $1,001 - $15,000 | View ↗ |
| MRK | Stock (MRK) | 2024-09-26 | 2025-08-20 | Purchase | $1,001 - $15,000 | View ↗ |
| META | Common Stock (META) | 2024-09-26 | 2025-08-20 | Purchase | $1,001 - $15,000 | View ↗ |
| MSFT | Stock (MSFT) | 2024-09-26 | 2025-08-20 | Purchase | $1,001 - $15,000 | View ↗ |
| NEE | (NEE) | 2024-09-26 | 2025-08-20 | Purchase | $1,001 - $15,000 | View ↗ |
| NOC | Common Stock (NOC) | 2024-09-26 | 2025-08-20 | Purchase | $1,001 - $15,000 | View ↗ |
| NVDA | (NVDA) | 2024-09-26 | 2025-08-20 | Purchase | $1,001 - $15,000 | View ↗ |
| NXPI | Stock (NXPI) | 2024-09-26 | 2025-08-20 | Purchase | $1,001 - $15,000 | View ↗ |
| ODFL | Common Stock (ODFL) | 2024-09-26 | 2025-08-20 | Purchase | $1,001 - $15,000 | View ↗ |
| ORCL | (ORCL) | 2024-09-26 | 2025-08-20 | Purchase | $1,001 - $15,000 | View ↗ |
| OTIS | Stock (OTIS) | 2024-09-26 | 2025-08-20 | Purchase | $1,001 - $15,000 | View ↗ |
| PAGP | interests (PAGP) | 2024-09-26 | 2025-08-20 | Purchase | $1,001 - $15,000 | View ↗ |
| PPL | (PPL) | 2024-09-26 | 2025-08-20 | Purchase | $1,001 - $15,000 | View ↗ |
| QCOM | Stock (QCOM) | 2024-09-26 | 2025-08-20 | Purchase | $1,001 - $15,000 | View ↗ |
| TXN | Common Stock (TXN) | 2024-09-26 | 2025-08-20 | Purchase | $1,001 - $15,000 | View ↗ |
| UNP | Stock (UNP) | 2024-09-26 | 2025-08-20 | Purchase | $1,001 - $15,000 | View ↗ |
| UNH | Common Stock (UNH) | 2024-09-26 | 2025-08-20 | Purchase | $1,001 - $15,000 | View ↗ |
| ABBV | T Type DateNotification Date AmountCap. AbbVie Inc. Common Stock (ABBV) | 2024-09-26 | 2025-08-20 | Purchase | $1,001 - $15,000 | View ↗ |
| AMH | C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. American Homes 4 Rent Common Shares of Beneficial Interest (AMH) | 2024-09-26 | 2025-08-20 | Purchase | $1,001 - $15,000 | View ↗ |
| AMT | C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. American Tower Corporation (AMT) | 2024-09-26 | 2025-08-20 | Purchase | $1,001 - $15,000 | View ↗ |
| BLK | C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. BlackRock, Inc. Common Stock (BLK) | 2024-09-26 | 2025-08-20 | Purchase | $1,001 - $15,000 | View ↗ |
| BX | Blackstone Inc. Common Stock (BX) | 2024-09-26 | 2025-08-20 | Purchase | $1,001 - $15,000 | View ↗ |
| SRE | direction. Type DateNotification Date AmountCap. DBA Sempra Common Stock (SRE) | 2024-09-26 | 2025-08-20 | Purchase | $1,001 - $15,000 | View ↗ |
| ENB | C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Enbridge Inc Common Stock (ENB) | 2024-09-26 | 2025-08-20 | Purchase | $1,001 - $15,000 | View ↗ |
| EQIX | C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Equinix, Inc. - Common Stock (EQIX) | 2024-09-26 | 2025-08-20 | Purchase | $1,001 - $15,000 | View ↗ |
| LINE | C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Lineage, Inc. - Common Stock (LINE) | 2024-09-26 | 2025-08-20 | Purchase | $1,001 - $15,000 | View ↗ |
| MS | C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Morgan Stanley Common Stock (MS) | 2024-09-26 | 2025-08-20 | Purchase | $1,001 - $15,000 | View ↗ |
| NSRGY | are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. NESTLE S.A S/ADR (NSRGY) [ST]P09/26/202408/01/2025$1,001 - $15,000 C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. NextEra Energy, Inc. Common Stock (NEE) | 2024-09-26 | 2025-08-20 | Purchase | $1,001 - $15,000 | View ↗ |
| OKE | C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. ONEOK, Inc. Common Stock (OKE) | 2024-09-26 | 2025-08-20 | Purchase | $1,001 - $15,000 | View ↗ |
| PEP | Pepsico, Inc. (PEP) [ST]S07/11/202508/01/2025$1,001 - $15,000 C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Plains GP Holdings, L.P. - Class A Shares representing limited partner interests (PAGP) | 2024-09-26 | 2025-08-20 | Purchase | $1,001 - $15,000 | View ↗ |
| PG | are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Procter & Gamble Company (PG) [ST]P09/26/202408/01/2025$1,001 - $15,000 C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Prologis, Inc. Common Stock (PLD) | 2024-09-26 | 2025-08-20 | Purchase | $1,001 - $15,000 | View ↗ |
| PEG | C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Public Service Enterprise Group Incorporated Common Stock (PEG) | 2024-09-26 | 2025-08-20 | Purchase | $1,001 - $15,000 | View ↗ |
| CRM | C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Salesforce, Inc. Common Stock (CRM) | 2024-09-26 | 2025-08-20 | Purchase | $1,001 - $15,000 | View ↗ |
| SHW | C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. Sherwin-Williams Company (SHW) | 2024-09-26 | 2025-08-20 | Purchase | $1,001 - $15,000 | View ↗ |
| TMUS | T-Mobile US, Inc. (TMUS) [ST]S07/11/202508/01/2025$1,001 - $15,000 C: This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. U.S. Bancorp Common Stock (USB) | 2024-09-26 | 2025-08-20 | Purchase | $1,001 - $15,000 | View ↗ |