RKBoughtBBYBest Buy Co., Inc. $1,001 - $15,00018%
housespouseDisclosed: Mar 4, 2026
JLBoughtVSTwere surrendered as a result of the spinoff.
SP
Vistra Corp. $1,001 - $15,00018%
houseDisclosed: Mar 12, 2026
RKBoughtCitigroup Inc Linked to S&P 500 Index
$1,001 - $15,00018%
housechildDisclosed: Mar 4, 2026
JJBoughtBKBank of New York Mellon Corp $50,001 - $100,00037%
houseFinancialsjointDisclosed: Mar 12, 2026
houseConsumer DiscretionaryspouseDisclosed: Mar 4, 2026
RKBoughtNextEra Energy Capital Holding Hybrid 06
$1,001 - $15,00018%
housespouseDisclosed: Mar 4, 2026
RKSoldHIGHARTFORD INSURANCE GROUP, INC. $1,001 - $15,00018%
housespouseDisclosed: Mar 4, 2026
RKBoughtMolina Healthcare Inc
$1,001 - $15,00018%
housespouseDisclosed: Mar 4, 2026
RKSoldORealty Income Corporation Common
Stock $1,001 - $15,00018%
housespouseDisclosed: Mar 4, 2026
housespouseDisclosed: Mar 4, 2026
housespouseDisclosed: Mar 4, 2026
housespouseDisclosed: Mar 4, 2026
housespouseDisclosed: Mar 4, 2026
RKSoldUber Technologies Inc
$1,001 - $15,00018%
housespouseDisclosed: Mar 4, 2026
housespouseDisclosed: Mar 4, 2026
RKBoughtSuper Micro Computer Inc
$1,001 - $15,00018%
housespouseDisclosed: Mar 4, 2026
RKBoughtCoinbase Global Inc Class A
$1,001 - $15,00018%
housespouseDisclosed: Mar 4, 2026
RKBoughtPaycom Software Inc
$1,001 - $15,00018%
housespouseDisclosed: Mar 4, 2026
housespouseDisclosed: Mar 4, 2026
housespouseDisclosed: Mar 4, 2026
housespouseDisclosed: Mar 4, 2026
housespouseDisclosed: Mar 4, 2026
housespouseDisclosed: Mar 4, 2026
RKBoughtElevance Health Inc
$1,001 - $15,00018%
housespouseDisclosed: Mar 4, 2026
housespouseDisclosed: Mar 4, 2026
RKSoldAXTAAxalta Coating Systems Ltd. Common
Shares $1,001 - $15,00018%
housespouseDisclosed: Mar 4, 2026
RKBoughtKimberly-Clark Corporation
$1,001 - $15,00018%
housespouseDisclosed: Mar 4, 2026
housespouseDisclosed: Mar 4, 2026
RKBoughtThe Progressive Corporation
$1,001 - $15,00018%
housespouseDisclosed: Mar 4, 2026
housespouseDisclosed: Mar 4, 2026
houseCommunication ServicesspouseDisclosed: Mar 5, 2026
RKSoldSS&C Technologies Holdings
$1,001 - $15,00018%
housespouseDisclosed: Mar 4, 2026
RKSoldPenn Entertainment Inc
$1,001 - $15,00018%
housespouseDisclosed: Mar 4, 2026
MMSoldMLMDC
Martin Marietta Materials, Inc. $1,001 - $15,00018%
housespouseDisclosed: Mar 5, 2026
TSSoldNational Securities- Advisor Discretion
$15,001 - $50,00026%
houseDisclosed: Mar 17, 2026
houseCommunication ServicesspouseDisclosed: Mar 4, 2026
RKBoughtGPNGlobal Payments Inc. $1,001 - $15,00018%
housespouseDisclosed: Mar 4, 2026
houseInformation TechnologyspouseDisclosed: Mar 4, 2026
RKBoughtTYLSP
Tyler Technologies, Inc. Common
Stock $1,001 - $15,00018%
housespouseDisclosed: Mar 4, 2026
RKSoldAXTAAxalta Coating Systems Ltd. Common
Shares $1,001 - $15,00018%
housechildDisclosed: Mar 4, 2026
RKBoughtAlbertsons Companies Inc Class A
$1,001 - $15,00018%
housespouseDisclosed: Mar 4, 2026
housespouseDisclosed: Mar 4, 2026
RKSoldW.R. Berkley Corporation
$1,001 - $15,00018%
housespouseDisclosed: Mar 4, 2026
housespouseDisclosed: Mar 4, 2026
RKBoughtAPPApplovin Corporation - Class A $1,001 - $15,00018%
housespouseDisclosed: Mar 4, 2026
houseInformation TechnologyspouseDisclosed: Mar 5, 2026
houseConsumer DiscretionaryspouseDisclosed: Mar 4, 2026
houseHealth CarespouseDisclosed: Mar 4, 2026
RKBoughtISRGINTUITIVE SURGICAL INC $1,001 - $15,00018%
houseHealth CarespouseDisclosed: Mar 4, 2026
houseHealth CarespouseDisclosed: Mar 4, 2026