Trading Timeline

SoldABTABBOTT LABORATORIES

$1,001 - $15,00036%

houseHealth CareDisclosed: Mar 9, 2026

Scott FranklinR-FL

SoldHSYHERSHEY CO

$1,001 - $15,00037%

houseConsumer StaplesDisclosed: Feb 23, 2026

Ro KhannaD-CA

BoughtGS Tax-Advantaged Global Equity Portfoli

$1,001 - $15,00036%

housechildDisclosed: Mar 4, 2026

SoldPGRPROGRESSIVE CORP/OH/

$1,001 - $15,00036%

houseFinancialsDisclosed: Mar 9, 2026

BoughtPFEPFIZER INC

$1,001 - $15,00036%

houseHealth CareDisclosed: Mar 9, 2026

Byron DonaldsR-FL

BoughtNOWJT ServiceNow, Inc.

$1,001 - $15,00036%

houseDisclosed: Mar 6, 2026

BoughtLNSTY

$1,001 - $15,00036%

housespouseDisclosed: Mar 5, 2026

SoldAJGArthur J. Gallagher & Co.

$1,001 - $15,00036%

houseFinancialsDisclosed: Mar 9, 2026

Debbie DingellD-MI

SoldWATWATERS CORP /DE/

$1,001 - $15,00039%

houseHealth CareDisclosed: Feb 23, 2026

BoughtSTESTERIS plc

$1,001 - $15,00036%

houseDisclosed: Mar 9, 2026

BoughtCAGCONAGRA BRANDS INC.

$1,001 - $15,00036%

houseConsumer StaplesDisclosed: Mar 9, 2026

SoldAMZNAMAZON COM INC

$15,001 - $50,00036%

houseConsumer DiscretionaryspouseDisclosed: Mar 5, 2026

SoldWDAYWorkday, Inc.

$1,001 - $15,00036%

houseInformation TechnologyspouseDisclosed: Mar 5, 2026

Scott FranklinR-FL

SoldHSYHERSHEY CO

$1,001 - $15,00037%

houseConsumer StaplesDisclosed: Feb 23, 2026

BoughtKMIKINDER MORGAN, INC.

$1,001 - $15,00036%

houseUtilitiesDisclosed: Mar 9, 2026

BoughtFSV

$15,001 - $50,00036%

houseDisclosed: Mar 9, 2026

SoldBLKBlackRock, Inc.

$1,001 - $15,00036%

senateFinancialsDisclosed: Mar 4, 2026

BoughtXOMEXXON MOBIL CORP

$50,001 - $100,00039%

houseEnergyDisclosed: Mar 9, 2026

Julia LetlowR-LA

SoldHUMHumana Inc.

$1,001 - $15,00036%

houseDisclosed: Mar 12, 2026

BoughtSAPSAP SE

$1,001 - $15,00036%

housespouseDisclosed: Mar 5, 2026

BoughtAMZNAMAZON COM INC

$1,001 - $15,00036%

houseConsumer DiscretionaryDisclosed: Mar 9, 2026

BoughtVRSKDʇʕʅʔʋʒʖʋʑʐ: Part of monthly portfolio rebalancing that account manager conducts Verisk Analytics, Inc.

$1,001 - $15,00036%

houseDisclosed: Mar 9, 2026

SoldBLKBlackRock, Inc.

$1,001 - $15,00036%

senateFinancialsDisclosed: Mar 4, 2026

SoldADIANALOG DEVICES INC

$1,001 - $15,00036%

senateInformation TechnologyDisclosed: Mar 4, 2026

SoldADIANALOG DEVICES INC

$1,001 - $15,00036%

senateInformation TechnologyDisclosed: Mar 4, 2026

BoughtOKEONEOK INC /NEW/

$1,001 - $15,00036%

houseUtilitiesDisclosed: Mar 9, 2026

BoughtWMBWILLIAMS COMPANIES, INC.

$1,001 - $15,00036%

houseUtilitiesDisclosed: Mar 9, 2026

BoughtEOGEOG Resources, Inc.

$15,001 - $50,00036%

houseDisclosed: Mar 9, 2026

BoughtCOPCONOCOPHILLIPS

$1,001 - $15,00036%

houseEnergyDisclosed: Mar 9, 2026

BoughtSPOTDʇʕʅʔʋʒʖʋʑʐ: Ticker SU FP Spotify Technology S.A. Ordinary Shares

$1,001 - $15,00036%

housespouseDisclosed: Mar 5, 2026

SoldFICOFair Isaac Corporation

$1,001 - $15,00036%

houseDisclosed: Mar 9, 2026

BoughtEXEExpand Energy Corporation

$1,001 - $15,00036%

houseDisclosed: Mar 9, 2026

SoldDISWalt Disney Co

$1,001 - $15,00036%

houseCommunication ServicesDisclosed: Mar 9, 2026

BoughtEQTare widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. EQT Corporation

$1,001 - $15,00036%

houseDisclosed: Mar 9, 2026

SoldMUMicron Technology, Inc. - Common Stock

$1,001 - $15,00036%

houseDisclosed: Mar 9, 2026

SoldWWD

$1,001 - $15,00036%

housespouseDisclosed: Mar 5, 2026

BoughtZTSDʇʕʅʔʋʒʖʋʑʐ: Ticker 1810 HK Zoetis Inc. Class A

$1,001 - $15,00036%

houseDisclosed: Mar 9, 2026

April McClain DelaneyD-MD

BoughtTSCOTRACTOR SUPPLY CO /DE/

$1,001 - $15,00037%

housechildDisclosed: Mar 10, 2026

BoughtILMNILLUMINA, INC.

$1,001 - $15,00036%

houseHealth CareDisclosed: Mar 9, 2026

SoldSQSQ

$1,001 - $15,00036%

houseDisclosed: Mar 9, 2026