Republican Representative from Texas · STOCK Act Periodic Transaction Reports
| Date | Type | Asset | Amount | Source |
|---|---|---|---|---|
| 2026-06-30 | Purchase | VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF | $1,001 - $15,000 | |
| 2026-06-30 | Purchase | VANGUARD INDEX FUNDS S&P 500 ETF USD | $1,001 - $15,000 | |
| 2026-06-30 | Purchase | VANGUARD INDEX FUNDS S&P 500 ETF | $15,001 - $50,000 | |
| 2026-06-30 | Purchase | VANGUARD INDEX FUNDS S&P 500 ETF USD | $1,001 - $15,000 | |
| 2026-06-30 | Purchase | Lewis & Clark Agrifood Fund II LP | $1,001 - $15,000 |
| 2026-06-30 | Purchase | VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF | $1,001 - $15,000 |
| 2026-06-30 | Purchase | VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF | $1,001 - $15,000 |
| 2026-06-29 | Purchase | DFA EMERGING MRKTS CORE EQU PORTF | $1,001 - $15,000 |
| 2026-06-29 | Purchase | VANGUARD MUN BD FDS TAX EXEMPT BD | $250,001 - $500,000 |
| 2026-06-29 | Purchase | ARTHUR J GALLAGHER & CO | $1,001 - $15,000 |
| 2026-06-29 | Purchase | S&P GLOBAL INC | $1,001 - $15,000 |
| 2026-06-29 | Purchase | DFA EMERGING MRKTS CORE EQU PORTF | $15,001 - $50,000 |
| 2026-06-29 | Purchase | Albany Road Strategic Opportunity Fund LP | $1,001 - $15,000 |
| 2026-06-29 | Sale | AERCAP HOLDINGS N V | $1,001 - $15,000 |
| 2026-06-29 | Purchase | DFA INTERNATIONAL CORE EQUITY | $15,001 - $50,000 |
| 2026-06-26 | Purchase | NATIONAL FUEL GAS CO | $50,001 - $100,000 |
| 2026-06-26 | Purchase | FID ADV FLOATING RATE HIGH INCOME Z | $500,001 - $1,000,000 |
| 2026-06-26 | Purchase | NORTHERN TAX ADVGT ULTRA SHRT FIXED INC | $100,001 - $250,000 |
| 2026-06-26 | Purchase | VANGUARD TOTAL STOCK MARKET INDEX ADM | $1,001 - $15,000 |
| 2026-06-26 | Purchase | VANGUARD TOTAL STOCK MARKET INDEX INSTL | $15,001 - $50,000 |
| 2026-06-26 | Purchase | VANGUARD TOTAL STOCK MARKET INDEX ADM | $1,001 - $15,000 |
| 2026-06-26 | Purchase | NORTHERN TAX ADVGT ULTRA SHRT FIXED INC | $250,001 - $500,000 |
| 2026-06-26 | Sale | CHEVRON CORP | $100,001 - $250,000 |
| 2026-06-26 | Purchase | MURPHY OIL CORP | $15,001 - $50,000 |
| 2026-06-26 | Purchase | EQUITABLE HLDGS INC | $15,001 - $50,000 |
| 2026-06-25 | Purchase | DIMENSIONAL ETF TRUST INTERNATIONAL CORE EQUITY 2 ETF | $1,001 - $15,000 |
| 2026-06-25 | Purchase | Spruce Holdings LP | $500,001 - $1,000,000 |
| 2026-06-25 | Purchase | Dawson Portfolio Finance 7 LP | $250,001 - $500,000 |
| 2026-06-25 | Purchase | Dawson Portfolio Finance 6 LP | $100,001 - $250,000 |
| 2026-06-25 | Purchase | KITSAP CNTY WASH SCH DIST NO 4 01 | $100,001 - $250,000 |
| 2026-06-25 | Purchase | S&P GLOBAL INC | $1,001 - $15,000 |
| 2026-06-25 | Sale | AERCAP HOLDINGS N V | $1,001 - $15,000 |
| 2026-06-25 | Purchase | DIMENSIONAL ETF TRUST INTERNATIONAL CORE EQUITY 2 ETF | $1,001 - $15,000 |
| 2026-06-25 | Purchase | DIMENSIONAL ETF TRUST INTERNATIONAL CORE EQUITY 2 ETF | $15,001 - $50,000 |
| 2026-06-25 | Purchase | DIMENSIONAL ETF TRUST INTERNATIONAL CORE EQUITY 2 ETF | $1,001 - $15,000 |
| 2026-06-25 | Purchase | DIMENSIONAL ETF TRUST INTERNATIONAL CORE EQUITY 2 ETF | $1,001 - $15,000 |
| 2026-06-25 | Purchase | DIMENSIONAL ETF TRUST INTERNATIONAL CORE EQUITY 2 ETF | $15,001 - $50,000 |
| 2026-06-24 | Purchase | NORTHERN INTERMED TAX EXEMPT FUND | $50,001 - $100,000 |
| 2026-06-24 | Purchase | Mays Allocate LP | $50,001 - $100,000 |
| 2026-06-24 | Purchase | PORT AUTH N Y & N J | $100,001 - $250,000 |
| 2026-06-23 | Purchase | VANGUARD DEVELOPED MARKETS INDEX FUND ETF | $1,001 - $15,000 |
| 2026-06-23 | Purchase | VANGUARD DEVELOPED MARKETS INDEX FUND ETF | $15,001 - $50,000 |
| 2026-06-23 | Purchase | Cedar Holdings LP | $1,001 - $15,000 |
| 2026-06-23 | Sale | FID ADV FLOATING RATE HIGH INCOME Z | $500,001 - $1,000,000 |
| 2026-06-23 | Purchase | VANGUARD DEVELOPED MARKETS INDEX FUND ETF | $1,001 - $15,000 |
| 2026-06-23 | Sale | VANGUARD MUN BD FDS TAX EXEMPT BD | $250,001 - $500,000 |
| 2026-06-23 | Sale | NORTHERN TAX ADVGT ULTRA SHRT FIXED INC | $250,001 - $500,000 |
| 2026-06-22 | Sale | NORTHERN INTERMED TAX EXEMPT FUND | $500,001 - $1,000,000 |
| 2026-06-22 | Purchase | Mays Allocate LP | $15,001 - $50,000 |
| 2026-06-22 | Purchase | NEW YORK N Y CITY MUN WTR FIN AUTH WTR | $100,001 - $250,000 |
| 2026-06-18 | Sale | INSIGHT ENTERPRISES INC | $1,001 - $15,000 |
| 2026-06-18 | Sale | ARAMARK COM | $1,001 - $15,000 |
| 2026-06-18 | Sale | HOWMET AEROSPACE INC | $1,001 - $15,000 |
| 2026-06-18 | Sale | AMAZON COM INC | $15,001 - $50,000 |
| 2026-06-18 | Sale | MICROSOFT CORP | $15,001 - $50,000 |
| 2026-06-18 | Sale | BJS WHSL CLUB HLDGS INC | $1,001 - $15,000 |
| 2026-06-18 | Purchase | TYSON FOODS INC | $50,001 - $100,000 |
| 2026-06-18 | Purchase | GENUINE PARTS CO | $50,001 - $100,000 |
| 2026-06-18 | Sale | CORE &MAIN INC CL A | $1,001 - $15,000 |
| 2026-06-18 | Sale | LOUISIANA PACIFIC CORP | $1,001 - $15,000 |
| 2026-06-18 | Sale | ROBERT HALF INC | $1,001 - $15,000 |
| 2026-06-18 | Sale | VISHAY INTERTECHNOLOGY INC | $100,001 - $250,000 |
| 2026-06-18 | Sale | SIMPSON MFG INC | $1,001 - $15,000 |
| 2026-06-18 | Sale | FIRSTCASH HOLDINGS INC | $1,001 - $15,000 |
| 2026-06-18 | Purchase | ISHARES CORE S&P 500 ETF | $1,001 - $15,000 |
| 2026-06-18 | Purchase | DELL TECHNOLOGIES INC CL C | $1,001 - $15,000 |
| 2026-06-18 | Purchase | KEYSIGHT TECHNOLOGIES INC | $1,001 - $15,000 |
| 2026-06-18 | Purchase | TAIWAN SEMICONDUCTOR MANUFACTURING SPON ADS | $15,001 - $50,000 |
| 2026-06-18 | Sale | MUELLER WATER PRODUCTS INC | $1,001 - $15,000 |
| 2026-06-18 | Sale | MSA SAFETY INC | $1,001 - $15,000 |
| 2026-06-18 | Sale | CAVCO INDUSTRIES INC | $1,001 - $15,000 |
| 2026-06-18 | Sale | APTARGROUP INC | $1,001 - $15,000 |
| 2026-06-18 | Sale | WHITE MTNS INS GROUP LTD | $1,001 - $15,000 |
| 2026-06-18 | Sale | HAYWARD HLDGS INC | $1,001 - $15,000 |
| 2026-06-18 | Sale | FTI CONSULTING INC | $1,001 - $15,000 |
| 2026-06-18 | Sale | ZIONS BANCORPORATION | $1,001 - $15,000 |
| 2026-06-18 | Sale | PRIMERICA INC | $1,001 - $15,000 |
| 2026-06-18 | Sale | ONEMAIN HLDGS INC | $1,001 - $15,000 |
| 2026-06-18 | Sale | VALVOLINE INC | $1,001 - $15,000 |
| 2026-06-18 | Sale | HOULIHAN LOKEY INC CL A | $1,001 - $15,000 |
| 2026-06-18 | Sale | GATES INDUSTRIAL CORPORATION PLC | $1,001 - $15,000 |
| 2026-06-18 | Sale | DONALDSON COMPANY INC | $1,001 - $15,000 |
| 2026-06-18 | Sale | CARLISLE COMPANIES INC | $1,001 - $15,000 |
| 2026-06-18 | Purchase | ISHARES CORE S&P 500 ETF | $1,001 - $15,000 |
| 2026-06-18 | Purchase | ISHARES CORE S&P 500 ETF | $1,001 - $15,000 |
| 2026-06-18 | Sale | FORTUNE BRANDS INNOVATIONS INC | $1,001 - $15,000 |
| 2026-06-18 | Sale | HENRY SCHEIN INC | $1,001 - $15,000 |
| 2026-06-18 | Sale | HURON CONSULTING GROUP INC | $1,001 - $15,000 |
| 2026-06-17 | Purchase | WORKDAY INC CLA | $1,001 - $15,000 |
| 2026-06-17 | Purchase | PORT AUTH N Y & N J | $100,001 - $250,000 |
| 2026-06-16 | Sale | NORTHERN TAX ADVGT ULTRA SHRT FIXED INC | $250,001 - $500,000 |
| 2026-06-16 | Sale | NORTHERN INTERMED TAX EXEMPT FUND | $100,001 - $250,000 |
| 2026-06-16 | Sale | NORTHERN TAX ADVGT ULTRA SHRT FIXED INC | $15,001 - $50,000 |
| 2026-06-16 | Sale | NORTHERN INTERMED TAX EXEMPT FUND | $15,001 - $50,000 |
| 2026-06-16 | Sale | NORTHERN TAX ADVGT ULTRA SHRT FIXED INC | $15,001 - $50,000 |
| 2026-06-16 | Purchase | Mays Allocate LP | $1,001 - $15,000 |
| 2026-06-16 | Purchase | DANAHER CORPORATION | $1,001 - $15,000 |
| 2026-06-16 | Purchase | MASTERCARD INCORPORATED CLA | $1,001 - $15,000 |
| 2026-06-15 | Purchase | INFINEON TECHNOLOGIES AG SPON ADR | $15,001 - $50,000 |
| 2026-06-15 | Sale | AMAZON COM INC | $15,001 - $50,000 |
| 2026-06-15 | Purchase | MERCADOLIBRE INC | $1,001 - $15,000 |
| 2026-06-15 | Sale | FAIR ISAAC CORP | $15,001 - $50,000 |
| 2026-06-15 | Purchase | Mays Allocate 2025 LP | $1,001 - $15,000 |
| 2026-06-12 | Purchase | APTARGROUP INC | $15,001 - $50,000 |
| 2026-06-11 | Sale | AERCAP HOLDINGS N V | $1,001 - $15,000 |
| 2026-06-11 | Purchase | LKCM Headwater Investments IV LP | $50,001 - $100,000 |
| 2026-06-11 | Purchase | WORKDAY INC CLA | $1,001 - $15,000 |
| 2026-06-11 | Sale | FIRSTCASH HOLDINGS INC | $15,001 - $50,000 |
| 2026-06-10 | Purchase | ARTHUR J GALLAGHER & CO | $1,001 - $15,000 |
| 2026-06-10 | Purchase | Mays Allocate LP | $1,001 - $15,000 |
| 2026-06-10 | Purchase | MASTERCARD INCORPORATED CLA | $1,001 - $15,000 |
| 2026-06-10 | Sale | AERCAP HOLDINGS N V | $1,001 - $15,000 |
| 2026-06-09 | Purchase | MERCADOLIBRE INC | $15,001 - $50,000 |
| 2026-06-09 | Sale | VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF | $15,001 - $50,000 |
| 2026-06-09 | Sale | MASTERCARD INCORPORATED CL A | $15,001 - $50,000 |
| 2026-06-09 | Sale | VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF | $1,001 - $15,000 |
| 2026-06-09 | Purchase | INFINEON TECHNOLOGIES AG SPON ADR | $15,001 - $50,000 |
| 2026-06-09 | Sale | WOODWARD INC | $15,001 - $50,000 |
| 2026-06-08 | Purchase | MERCADOLIBRE INC | $1,001 - $15,000 |
| 2026-06-05 | Purchase | INTUIT INC | $1,001 - $15,000 |
| 2026-06-05 | Purchase | Mays Allocate 2025 LP | $50,001 - $100,000 |
| 2026-06-05 | Sale | WOODWARD INC | $1,001 - $15,000 |
| 2026-06-05 | Purchase | Mays Allocate LP | $15,001 - $50,000 |
| 2026-06-05 | Purchase | DANAHER CORPORATION | $1,001 - $15,000 |
| 2026-06-04 | Purchase | Formentera Partners Fund III LP | $15,001 - $50,000 |
| 2026-06-04 | Purchase | S&P GLOBAL INC | $1,001 - $15,000 |
| 2026-06-03 | Purchase | ARTHUR J GALLAGHER & CO | $1,001 - $15,000 |
| 2026-06-03 | Sale | ALCOA CORP | $1,001 - $15,000 |
| 2026-06-03 | Purchase | DANAHER CORPORATION | $1,001 - $15,000 |
| 2026-06-03 | Purchase | S&P GLOBAL INC | $1,001 - $15,000 |
| 2026-06-03 | Purchase | INTUIT INC | $1,001 - $15,000 |
| 2026-06-02 | Sale | MASTERCARD INCORPORATED CL A | $1,001 - $15,000 |
| 2026-06-02 | Purchase | MERCADOLIBRE INC | $15,001 - $50,000 |
| 2026-06-02 | Purchase | S&P GLOBAL INC | $1,001 - $15,000 |
| 2026-06-02 | Purchase | DANAHER CORPORATION | $1,001 - $15,000 |
| 2026-06-02 | Purchase | DELL TECHNOLOGIES INC CL C | $1,001 - $15,000 |
| 2026-06-01 | Sale | VISHAY INTERTECHNOLOGY INC | $50,001 - $100,000 |
| 2026-06-01 | Sale | FEDEX FGHT HLDG CO INC | $50,001 - $100,000 |
| 2026-06-01 | Purchase | PAYCHEX INC | $100,001 - $250,000 |
| 2026-06-01 | Sale | BAYER AG SPON ADR | $1,001 - $15,000 |
| 2026-06-01 | Sale | NORTHERN INTERMED TAX EXEMPT FUND | $15,001 - $50,000 |
| 2026-05-29 | Purchase | NETAPP INC | $15,001 - $50,000 |
| 2026-05-29 | Sale | VISA INC | $50,001 - $100,000 |
| 2026-05-29 | Sale | BAYER AG SPON ADR | $15,001 - $50,000 |
| 2026-05-29 | Purchase | MUELLER WATER PRODUCTS INC | $15,001 - $50,000 |
| 2026-05-29 | Purchase | DELL TECHNOLOGIES INC CL C | $15,001 - $50,000 |
| 2026-05-28 | Purchase | VIRGINIA ST PUB BLDG AUTH PUB FACS REV | $100,001 - $250,000 |
| 2026-05-28 | Sale | AMAZON.COM INC | $15,001 - $50,000 |
| 2026-05-28 | Purchase | META PLATFORMS INC CLASS A | $15,001 - $50,000 |
| 2026-05-28 | Purchase | HURON CONSULTING GROUP INC | $15,001 - $50,000 |
| 2026-05-28 | Purchase | HAYWARD HLDGS INC | $15,001 - $50,000 |
| 2026-05-28 | Purchase | Mays-Allocate 2025 LP | $1,001 - $15,000 |
| 2026-05-28 | Purchase | FAIR ISAAC CORP | $15,001 - $50,000 |
| 2026-05-28 | Purchase | FTI CONSULTING INC | $15,001 - $50,000 |
| 2026-05-28 | Purchase | Braemont Partners II LP | $100,001 - $250,000 |
| 2026-05-28 | Purchase | ONEMAIN HLDGS INC COM | $15,001 - $50,000 |
| 2026-05-28 | Purchase | METROPOLITAN WASH D C ARPTS | $100,001 - $250,000 |
| 2026-05-27 | Purchase | EQT CORP | $1,001 - $15,000 |
| 2026-05-27 | Sale | ARROW ELECTRONICS INC | $100,001 - $250,000 |
| 2026-05-27 | Purchase | RIO RANCHO N MEX PUB SCH DIST | $50,001 - $100,000 |
| 2026-05-27 | Sale | FIRSTCASH HOLDINGS INC | $15,001 - $50,000 |
| 2026-05-26 | Purchase | NORTHERN INTERMED TAX EXEMPT FUND | $50,001 - $100,000 |
| 2026-05-26 | Purchase | ENTEGRIS INC | $1,001 - $15,000 |
| 2026-05-26 | Purchase | Mays-Allocate LP | $1,001 - $15,000 |
| 2026-05-26 | Purchase | KEYSIGHT TECHNOLOGIES INC | $1,001 - $15,000 |
| 2026-05-26 | Purchase | NEW CANAAN CONN GO | $50,001 - $100,000 |
| 2026-05-26 | Purchase | AMPHENOL CORP CLASS A | $15,001 - $50,000 |
| 2026-05-26 | Purchase | S&P GLOBAL INC | $1,001 - $15,000 |
| 2026-05-26 | Purchase | NORTHERN TAX-ADVGT ULTRA-SHRT FIXED INC | $1,001 - $15,000 |
| 2026-05-26 | Purchase | NORTHERN INTERMED TAX EXEMPT FUND | $1,001 - $15,000 |
| 2026-05-26 | Sale | MICROSOFT CORP | $15,001 - $50,000 |
| 2026-05-26 | Sale | AMAZON.COM INC | $15,001 - $50,000 |
| 2026-05-26 | Purchase | ATI INC | $15,001 - $50,000 |
| 2026-05-22 | Sale | INTUIT INC | $15,001 - $50,000 |
| 2026-05-22 | Purchase | SPOTIFY TECHNOLOGY S.A. | $1,001 - $15,000 |
| 2026-05-22 | Purchase | AMPHENOL CORP CLASS A | $15,001 - $50,000 |
| 2026-05-22 | Purchase | Mays-Allocate 2025 LP | $15,001 - $50,000 |
| 2026-05-22 | Purchase | Mays-Allocate 2025 LP | $1,001 - $15,000 |
| 2026-05-22 | Purchase | ENTEGRIS INC | $1,001 - $15,000 |
| 2026-05-22 | Purchase | ATI INC | $15,001 - $50,000 |
| 2026-05-22 | Sale | NORTHERN INTERMED TAX EXEMPT FUND | $50,001 - $100,000 |
| 2026-05-22 | Purchase | DANAHER CORPORATION | $1,001 - $15,000 |
| 2026-05-22 | Purchase | SERVICENOW INC | $1,001 - $15,000 |
| 2026-05-22 | Purchase | SIEMENS ENERGY AG SPON ADS | $1,001 - $15,000 |
| 2026-05-22 | Sale | MICROSOFT CORP | $50,001 - $100,000 |
| 2026-05-22 | Purchase | KEYSIGHT TECHNOLOGIES INC | $1,001 - $15,000 |
| 2026-05-21 | Sale | MICROSOFT CORP | $1,001 - $15,000 |
| 2026-05-21 | Sale | WOODWARD INC | $1,001 - $15,000 |
| 2026-05-20 | Purchase | ARTHUR J. GALLAGHER & CO. | $15,001 - $50,000 |
| 2026-05-20 | Sale | NORTHERN TAX-ADVGT ULTRA-SHRT FIXED INC | $1,001 - $15,000 |
| 2026-05-20 | Sale | AERCAP HOLDINGS N.V. | $15,001 - $50,000 |
| 2026-05-20 | Sale | NORTHERN TAX-ADVGT ULTRA-SHRT FIXED INC | $15,001 - $50,000 |
| 2026-05-20 | Purchase | CACI INTERNATIONAL INC | $50,001 - $100,000 |
| 2026-05-20 | Purchase | PAYCHEX INC COM | $15,001 - $50,000 |
| 2026-05-20 | Sale | SENSATA TECHNOLOGIES HOLDING PLC | $50,001 - $100,000 |
| 2026-05-20 | Sale | VISHAY INTERTECHNOLOGY INC | $50,001 - $100,000 |
| 2026-05-19 | Sale | NORTHERN TAX-ADVGT ULTRA-SHRT FIXED INC | $50,001 - $100,000 |
| 2026-05-19 | Sale | ADAMS &WELD CNTYS COLO SCH DI | $50,001 - $100,000 |
| 2026-05-18 | Sale | COMCAST CORP | $15,001 - $50,000 |
| 2026-05-18 | Sale | NORTHERN TAX-ADVGT ULTRA-SHRT FIXED INC | $15,001 - $50,000 |
| 2026-05-18 | Purchase | S&P GLOBAL INC | $1,001 - $15,000 |
| 2026-05-18 | Sale | ALPHABET INC CL C | $1,001 - $15,000 |
| 2026-05-18 | Purchase | MUELLER WATER PRODUCTS INC | $15,001 - $50,000 |
| 2026-05-18 | Sale | TAIWAN SEMICONDUCTOR MANUFACTURING SPON ADS | $1,001 - $15,000 |
| 2026-05-18 | Purchase | Mays-Allocate 2025 LP | $1,001 - $15,000 |
| 2026-05-18 | Purchase | MASTERCARD INCORPORATED CL A | $15,001 - $50,000 |
| 2026-05-18 | Sale | CTS CORP | $50,001 - $100,000 |
| 2026-05-18 | Sale | LANSING MICH BRD WTR & LT UTIL SYS | $100,001 - $250,000 |
| 2026-05-15 | Sale | ALBANY DOUGHERTY GA | $50,001 - $100,000 |
| 2026-05-15 | Purchase | MSA SAFETY INC | $15,001 - $50,000 |
| 2026-05-15 | Purchase | MERCADOLIBRE INC | $15,001 - $50,000 |
| 2026-05-14 | Purchase | S&P GLOBAL INC | $15,001 - $50,000 |
| 2026-05-14 | Purchase | VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF | $500,001 - $1,000,000 |
| 2026-05-14 | Purchase | VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF | $15,001 - $50,000 |
| 2026-05-14 | Purchase | DANAHER CORPORATION | $1,001 - $15,000 |
| 2026-05-14 | Sale | NETFLIX INC | $15,001 - $50,000 |
| 2026-05-13 | Sale | ALPHABET INC CL C | $1,001 - $15,000 |
| 2026-05-13 | Purchase | WASHINGTON ST MTR VEH FUEL TAX GO | $100,001 - $250,000 |
| 2026-05-13 | Purchase | MASTERCARD INCORPORATED CL A | $15,001 - $50,000 |
| 2026-05-13 | Sale | WOODWARD INC | $1,001 - $15,000 |
| 2026-05-12 | Sale | INTEL CORP | $100,001 - $250,000 |
| 2026-05-12 | Sale | NUCOR CORP COM | $15,001 - $50,000 |
| 2026-05-12 | Purchase | MERCADOLIBRE INC | $15,001 - $50,000 |
| 2026-05-12 | Sale | COMCAST CORP | $1,001 - $15,000 |
| 2026-05-12 | Purchase | PAYCHEX INC COM | $100,001 - $250,000 |
| 2026-05-12 | Sale | BAYER AG SPON ADR | $15,001 - $50,000 |
| 2026-05-11 | Sale | COMCAST CORP | $15,001 - $50,000 |
| 2026-05-11 | Purchase | EVERPURE, INC. CLASS A | $15,001 - $50,000 |
| 2026-05-11 | Purchase | CHARTER COMMUNICATIONS INC NEW CL A | $15,001 - $50,000 |
| 2026-05-11 | Sale | UBER TECHNOLOGIES INC | $15,001 - $50,000 |
| 2026-05-11 | Purchase | WHITTIER CALIF UN HIGH SCH DIST GO | $500,001 - $1,000,000 |
| 2026-05-08 | Sale | AERCAP HOLDINGS N.V. | $1,001 - $15,000 |
| 2026-05-08 | Purchase | ARTHUR J. GALLAGHER & CO. | $1,001 - $15,000 |
| 2026-05-08 | Purchase | S&P GLOBAL INC | $1,001 - $15,000 |
| 2026-05-08 | Purchase | CALIFORNIA ST GO | $50,001 - $100,000 |
| 2026-05-08 | Purchase | CALIFORNIA ST GO | $50,001 - $100,000 |
| 2026-05-07 | Sale | TAIWAN SEMICONDUCTOR MANUFACTURING SPON ADS | $1,001 - $15,000 |
| 2026-05-07 | Purchase | VALVOLINE INC | $15,001 - $50,000 |
| 2026-05-07 | Sale | DEXCOM INC | $1,001 - $15,000 |
| 2026-05-07 | Sale | WOODWARD INC | $1,001 - $15,000 |
| 2026-05-07 | Purchase | COHERENT CORP | $1,001 - $15,000 |
| 2026-05-07 | Purchase | NEW YORK ST DORM AUTH REVS NON ST | $100,001 - $250,000 |
| 2026-05-07 | Sale | COMCAST CORP | $1,001 - $15,000 |
| 2026-05-07 | Sale | LONG BEACH CALIF UNI SCH DIST GO | $100,001 - $250,000 |
| 2026-05-07 | Purchase | MASTERCARD INCORPORATED CL A | $1,001 - $15,000 |
| 2026-05-07 | Sale | AMAZON.COM | $1,001 - $15,000 |
| 2026-05-07 | Purchase | HUMANA INC | $1,001 - $15,000 |
| 2026-05-06 | Sale | AUTODESK INC | $1,001 - $15,000 |
| 2026-05-06 | Purchase | Mays-Allocate 2025 LP | $1,001 - $15,000 |
| 2026-05-06 | Purchase | HAYWARD HLDGS INC | $15,001 - $50,000 |
| 2026-05-06 | Purchase | COHERENT CORP | $15,001 - $50,000 |
| 2026-05-06 | Sale | ALPHABET INC CL A | $15,001 - $50,000 |
| 2026-05-06 | Purchase | ARISTA NETWORKS INC | $15,001 - $50,000 |
| 2026-05-05 | Sale | CONOCOPHILLIPS | $1,001 - $15,000 |
| 2026-05-05 | Purchase | Mays-Allocate LP | $1,001 - $15,000 |
| 2026-05-05 | Purchase | LOUISIANA-PACIFIC CORP | $50,001 - $100,000 |
| 2026-05-05 | Sale | COMCAST CORP | $1,001 - $15,000 |
| 2026-05-05 | Sale | PTC INC | $15,001 - $50,000 |
| 2026-05-05 | Purchase | EQT CORP | $1,001 - $15,000 |
| 2026-05-05 | Purchase | S&P GLOBAL INC | $15,001 - $50,000 |
| 2026-05-04 | Purchase | DANAHER CORPORATION | $1,001 - $15,000 |
| 2026-05-04 | Purchase | HOULIHAN LOKEY INC CL A | $15,001 - $50,000 |
| 2026-05-04 | Sale | UNIVERSITY HOUSTON TEX UNIV REVS | $100,001 - $250,000 |
| 2026-05-04 | Purchase | HUMANA INC | $1,001 - $15,000 |
| 2026-05-04 | Purchase | BJS WHSL CLUB HLDGS INC | $50,001 - $100,000 |
| 2026-05-01 | Purchase | FTI CONSULTING INC | $15,001 - $50,000 |
| 2026-05-01 | Sale | ARAMARK COM | $50,001 - $100,000 |
| 2026-05-01 | Sale | FIRSTCASH HOLDINGS INC | $50,001 - $100,000 |
| 2026-05-01 | Sale | PRIMERICA INC | $15,001 - $50,000 |
| 2026-05-01 | Sale | WHITE MTNS INS GROUP LTD | $15,001 - $50,000 |
| 2026-05-01 | Sale | ROGERS ARK SALES & USE TAX REV BDS | $50,001 - $100,000 |
| 2026-05-01 | Sale | ARROW ELECTRONICS INC | $15,001 - $50,000 |
| 2026-05-01 | Purchase | CARLISLE COMPANIES INC | $15,001 - $50,000 |
| 2026-05-01 | Sale | KALAMAZOO MICH PUB SCHS UTLD GO | $50,001 - $100,000 |
| 2026-05-01 | Sale | COMCAST CORP | $15,001 - $50,000 |
| 2026-04-30 | Purchase | STATE STREET SPDR S&P 500 ETF UNITS | $1,001 - $15,000 |
| 2026-04-30 | Purchase | STATE STREET SPDR S&P 500 ETF UNITS | $1,001 - $15,000 |
| 2026-04-30 | Sale | AERCAP HOLDINGS N.V. EUR0 | $1,001 - $15,000 |
| 2026-04-30 | Purchase | STATE STREET SPDR S&P 500 ETF UNITS | $1,001 - $15,000 |
| 2026-04-30 | Sale | CENCORA INC COM | $100,001 - $250,000 |
| 2026-04-29 | Purchase | INTUIT INC | $1,001 - $15,000 |
| 2026-04-29 | Purchase | CONNECTICUT ST SPL TAX OBLIG REV SPL | $100,001 - $250,000 |
| 2026-04-29 | Purchase | TERADYNE INC | $15,001 - $50,000 |
| 2026-04-29 | Purchase | Mays-Allocate 2025 LP | $1,001 - $15,000 |
| 2026-04-29 | Sale | VULCAN MATERIALS CO | $1,001 - $15,000 |
| 2026-04-29 | Sale | GE VERNOVA INC | $15,001 - $50,000 |
| 2026-04-28 | Purchase | S&P GLOBAL INC | $1,001 - $15,000 |
| 2026-04-28 | Sale | VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF | $50,001 - $100,000 |
| 2026-04-28 | Purchase | MASTERCARD INCORPORATED CL A | $1,001 - $15,000 |
| 2026-04-28 | Purchase | DANAHER CORPORATION COM | $1,001 - $15,000 |
| 2026-04-28 | Purchase | WORKDAY INC CL A | $1,001 - $15,000 |
| 2026-04-27 | Purchase | SIEMENS ENERGY AG SPON ADS | $1,001 - $15,000 |
| 2026-04-27 | Purchase | Mays-Allocate LP | $15,001 - $50,000 |
| 2026-04-27 | Sale | MASTERCARD INCORPORATED CL A | $1,001 - $15,000 |
| 2026-04-27 | Purchase | EVERPURE, INC. CLASS A | $1,001 - $15,000 |
| 2026-04-27 | Sale | VISA INC | $1,001 - $15,000 |
| 2026-04-24 | Purchase | INDIANAPOLIS IND WTR SYS REV REF REV BDS | $100,001 - $250,000 |
| 2026-04-24 | Purchase | EQT CORP COM | $15,001 - $50,000 |
| 2026-04-24 | Sale | SHELL PLC SPON ADS | $15,001 - $50,000 |
| 2026-04-24 | Purchase | Mays-Allocate 2025 LP | $1,001 - $15,000 |
| 2026-04-23 | Sale | ARROW ELECTRONICS INC | $50,001 - $100,000 |
| 2026-04-23 | Purchase | NORTHERN INTERMED TAX EXEMPT FUND | $50,001 - $100,000 |
| 2026-04-23 | Purchase | EQT CORP COM | $1,001 - $15,000 |
| 2026-04-23 | Purchase | WORKDAY INC CL A | $1,001 - $15,000 |
| 2026-04-23 | Sale | CTS CORP | $15,001 - $50,000 |
| 2026-04-23 | Sale | BAYER AG SPON ADR | $15,001 - $50,000 |
| 2026-04-23 | Purchase | INSIGHT ENTERPRISES INC | $15,001 - $50,000 |
| 2026-04-23 | Sale | SHELL PLC SPON ADS | $1,001 - $15,000 |
| 2026-04-23 | Purchase | HURON CONSULTING GROUP INC | $15,001 - $50,000 |
| 2026-04-22 | Sale | WOODWARD INC COM | $1,001 - $15,000 |
| 2026-04-22 | Sale | FAIR ISAAC CORP | $1,001 - $15,000 |
| 2026-04-21 | Sale | NORTHERN TAX-ADVGT ULTRA-SHRT FIXED INC | $15,001 - $50,000 |
| 2026-04-20 | Purchase | WORKDAY INC COMCL A | $1,001 - $15,000 |
| 2026-04-20 | Purchase | Mays-Allocate LP | $1,001 - $15,000 |
| 2026-04-20 | Purchase | SAP ADR | $1,001 - $15,000 |
| 2026-04-20 | Purchase | INTUIT INC | $1,001 - $15,000 |
| 2026-04-20 | Purchase | S&P GLOBAL INC COM | $1,001 - $15,000 |
| 2026-04-17 | Sale | INTUIT INC | $15,001 - $50,000 |
| 2026-04-17 | Sale | ASML HOLDING NV EUR0 | $1,001 - $15,000 |
| 2026-04-17 | Purchase | MASTERCARD INCORPORATED CL A | $1,001 - $15,000 |
| 2026-04-17 | Purchase | KEYSIGHT TECHNOLOGIES INC | $15,001 - $50,000 |
| 2026-04-17 | Purchase | META PLATFORMS INC CLASS A | $1,001 - $15,000 |
| 2026-04-17 | Purchase | REDDIT INC CL A | $1,001 - $15,000 |
| 2026-04-16 | Purchase | ALLIANCE LAUNDRY HLDGS INC | $50,001 - $100,000 |
| 2026-04-15 | Sale | BAYER AG SPON ADR | $1,001 - $15,000 |
| 2026-04-15 | Purchase | JACKSON CNTY MO SPL OBLIG SPL OBLIG BDS | $100,001 - $250,000 |
| 2026-04-14 | Purchase | Mays-Allocate LP | $1,001 - $15,000 |
| 2026-04-14 | Purchase | S&P GLOBAL INC COM | $1,001 - $15,000 |
| 2026-04-14 | Sale | NEBRASKA INVT FIN AUTH SINGLE FAMILY | $500,001 - $1,000,000 |
| 2026-04-13 | Purchase | LONG BEACH CALIF UNI SCH DIST GO BDS | $100,001 - $250,000 |
| 2026-04-13 | Sale | WOODWARD INC COM | $1,001 - $15,000 |
| 2026-04-10 | Purchase | HUMANA INC | $1,001 - $15,000 |
| 2026-04-10 | Sale | AERCAP HOLDINGS N.V. EUR0.01 | $1,001 - $15,000 |
| 2026-04-09 | Purchase | ONEMAIN HLDGS INC | $15,001 - $50,000 |
| 2026-04-09 | Purchase | OHIO ST WTR DEV AUTH REV WTR DEV REV BDS | $250,001 - $500,000 |
| 2026-04-09 | Purchase | ESTEE LAUDER COMPANIES INC COM USD0.01 CLASS A | $1,001 - $15,000 |
| 2026-04-09 | Sale | APPLIED INDUSTRIAL TECHNOLOGIES INC | $50,001 - $100,000 |
| 2026-04-09 | Purchase | EQT CORP COM | $15,001 - $50,000 |
| 2026-04-08 | Purchase | IOWA ST SPL OBLIG IJOB PROG SPL OBLIG | $100,001 - $250,000 |
| 2026-04-08 | Sale | BAYER AG SPON ADR | $1,001 - $15,000 |
| 2026-04-08 | Purchase | VIRGINIA COLLEGE BLDG AUTH VA EDL | $250,001 - $500,000 |
| 2026-04-08 | Purchase | ESTEE LAUDER COMPANIES INC CLASS A | $1,001 - $15,000 |
| 2026-04-08 | Purchase | Mays-Allocate LP | $15,001 - $50,000 |
| 2026-04-07 | Purchase | ARTHUR J. GALLAGHER & CO. ISIN #US3635761097 SEDOL #BD1QWJ0 | $1,001 - $15,000 |
| 2026-04-07 | Sale | SHELL PLC SPON ADS | $15,001 - $50,000 |
| 2026-04-07 | Purchase | CALIFORNIA INFRASTRUCTURE | $100,001 - $250,000 |
| 2026-04-07 | Purchase | UNIVERSITY HOUSTON TEX UNIV REVS | $100,001 - $250,000 |
| 2026-04-06 | Sale | AON PLC SHS CL A COM USD0.01 | $15,001 - $50,000 |
| 2026-04-06 | Purchase | ARTHUR J. GALLAGHER & CO. | $1,001 - $15,000 |
| 2026-04-06 | Sale | ASML HOLDING NV EUR0 | $1,001 - $15,000 |
| 2026-04-03 | Purchase | Mays-Allocate 2025 LP | $15,001 - $50,000 |
| 2026-04-02 | Purchase | INTUIT INC | $1,001 - $15,000 |
| 2026-04-02 | Sale | WOODWARD INC COM | $1,001 - $15,000 |
| 2026-04-02 | Sale | NORTHERN TAX-ADVGT ULTRA-SHRT FIXED INC | $15,001 - $50,000 |
| 2026-04-02 | Purchase | CLIFFWATER ENHANCED LENDING FUND INSTL | $15,001 - $50,000 |
| 2026-04-02 | Purchase | CLIFFWATER CORPORATE LENDING FUND I | $15,001 - $50,000 |
| 2026-04-02 | Purchase | CLIFFWATER ENHANCED LENDING FUND INSTL | $15,001 - $50,000 |
| 2026-04-01 | Sale | CONOCOPHILLIPS COM | $1,001 - $15,000 |
| 2026-04-01 | Purchase | ESTEE LAUDER COMPANIES INC CLASS A | $1,001 - $15,000 |
| 2026-04-01 | Purchase | S&P GLOBAL INC | $1,001 - $15,000 |
| 2026-04-01 | Purchase | MASTERCARD INCORPORATED CL A | $1,001 - $15,000 |
| 2026-03-31 | Sale | WWD · WOODWARD INC | $1,001 - $15,000 |
| 2026-03-31 | Purchase | Lewis & Clark Agrifood Fund II LP | $1,001 - $15,000 |
| 2026-03-31 | Purchase | VOO · VANGUARD INDEX FUNDS S&P 500 ETF USD | $1,001 - $15,000 |
| 2026-03-31 | Purchase | VOO · VANGUARD INDEX FUNDS S&P 500 ETF USD | $15,001 - $50,000 |
| 2026-03-31 | Purchase | VTI · VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF | $1,001 - $15,000 |
| 2026-03-31 | Purchase | VTI · VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF | $1,001 - $15,000 |
| 2026-03-31 | Purchase | SPGI · S&P GLOBAL INC COM | $1,001 - $15,000 |
| 2026-03-31 | Sale | SHEL · SHELL PLC SPON ADS | $15,001 - $50,000 |
| 2026-03-31 | Purchase | Mays Allocate LP | $100,001 - $250,000 |
| 2026-03-31 | Purchase | EQT · EQT CORP COM | $15,001 - $50,000 |
| 2026-03-31 | Purchase | VOO · VANGUARD INDEX FUNDS S&P 500 ETF USD | $1,001 - $15,000 |
| 2026-03-31 | Sale | ASML · ASML HOLDING NV | $1,001 - $15,000 |
| 2026-03-31 | Purchase | VTI · VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF | $1,001 - $15,000 |
| 2026-03-30 | Purchase | DFA EMERGING MRKTS CORE EQU PORTF | $1,001 - $15,000 |
| 2026-03-30 | Purchase | DFA INTERNATIONAL CORE EQUITY | $1,001 - $15,000 |
| 2026-03-27 | Purchase | VTSAX · VANGUARD TOTAL STOCK MARKET INDEX ADMIRAL | $1,001 - $15,000 |
| 2026-03-27 | Purchase | VTSAX · VANGUARD TOTAL STOCK MARKET INDEX ADMIRAL | $1,001 - $15,000 |
| 2026-03-27 | Purchase | LANSING MICH BRD WTR & LT UTIL SYS REV | $100,001 - $250,000 |
| 2026-03-27 | Purchase | Maya Allocate 2025 LP | $1,001 - $15,000 |
| 2026-03-27 | Sale | AMZN · AMAZON COM INC | $1,001 - $15,000 |
| 2026-03-27 | Purchase | BSX · BOSTON SCIENTIFIC CORP | $1,001 - $15,000 |
| 2026-03-27 | Purchase | VITSX · VANGUARD TOTAL STOCK MARKET INSTL | $15,001 - $50,000 |
| 2026-03-27 | Sale | GEV · GE VERNOVA INC | $1,001 - $15,000 |
| 2026-03-26 | Sale | NORTHERN TAX ADVGT ULTRA SHRT,FIXED INC | $50,001 - $100,000 |
| 2026-03-26 | Purchase | DIMENSIONAL ETF TRUST INTERNATIONAL CORE EQUITY 2 ETF | $1,001 - $15,000 |
| 2026-03-26 | Purchase | DIMENSIONAL ETF TRUST INTERNATIONAL CORE EQUITY 2 ETF | $1,001 - $15,000 |
| 2026-03-26 | Purchase | DIMENSIONAL ETF TRUST INTERNATIONAL CORE EQUITY 2 ETF | $1,001 - $15,000 |
| 2026-03-25 | Purchase | AJG · ARTHUR J GALLAGHER & CO | $15,001 - $50,000 |
| 2026-03-25 | Sale | AON · AON PLC SHS CL A | $15,001 - $50,000 |
| 2026-03-24 | Purchase | Cedar Holdings LP INV 1292 | $500,001 - $1,000,000 |
| 2026-03-24 | Purchase | NIITX · NORTHERN INTERMED TAX EXEMPT FUND | $15,001 - $50,000 |
| 2026-03-24 | Purchase | SPGI · S&P GLOBAL INC COM | $1,001 - $15,000 |
| 2026-03-24 | Purchase | VEA · VANGUARD DEVELOPED MARKETS INDEX FUND ETF | $1,001 - $15,000 |
| 2026-03-23 | Sale | NORTHERN TAX ADVGT ULTRA SHRT FIXED INC | $15,001 - $50,000 |
| 2026-03-23 | Purchase | ARE · ALEXANDRIA REAL ESTATE EQUITIES | $100,001 - $250,000 |
| 2026-03-23 | Purchase | INTU · INTUIT INC | $1,001 - $15,000 |
| 2026-03-23 | Sale | CMCSA · COMCAST CORP | $1,001 - $15,000 |
| 2026-03-23 | Sale | CVX · CHEVRON CORP | $15,001 - $50,000 |
| 2026-03-23 | Purchase | BAX · BAXTER INTERNATIONAL INC | $15,001 - $50,000 |
| 2026-03-23 | Purchase | GPN · GLOBAL PAYMENTS INC | $15,001 - $50,000 |
| 2026-03-23 | Sale | DOC · HEALTHPEAK PROPERTIES INC | $100,001 - $250,000 |
| 2026-03-20 | Purchase | IVV · ISHARES CORE S&P 500 ETF | $1,001 - $15,000 |
| 2026-03-20 | Purchase | IVV · ISHARES CORE S&P 500 ETF | $1,001 - $15,000 |
| 2026-03-20 | Purchase | IVV · ISHARES CORE S&P 500 ETF | $1,001 - $15,000 |
| 2026-03-20 | Sale | NORTHERN TAX ADVGT ULTRA SHRT FIXED INC LLM FAMILY INVESTMENTS II LP | $500,001 - $1,000,000 |
| 2026-03-20 | Purchase | SPGI · S&P GLOBAL INC COM | $1,001 - $15,000 |
| 2026-03-20 | Purchase | INTU · INTUIT INC | $1,001 - $15,000 |
| 2026-03-20 | Purchase | Mays Allocate 2025 LP | $1,001 - $15,000 |
| 2026-03-19 | Purchase | SAP · SAP ADR | $1,001 - $15,000 |
| 2026-03-18 | Purchase | ALBANY DOUGHERTY GA PAYROLL DEV AUTH | $50,001 - $100,000 |
| 2026-03-18 | Purchase | BULLOCH CNTY GA DEV AUTH STUDENT HSG REV | $100,001 - $250,000 |
| 2026-03-18 | Purchase | SPGI · S&P GLOBAL INC COM | $1,001 - $15,000 |
| 2026-03-17 | Sale | BAYRY · BAYER AG SPON ADR | $1,001 - $15,000 |
| 2026-03-17 | Purchase | SPGI · S&P GLOBAL INC COM | $1,001 - $15,000 |
| 2026-03-17 | Purchase | INTU · INTUIT INC | $1,001 - $15,000 |
| 2026-03-17 | Purchase | MA · MASTERCARD INCORPORATED CL A | $1,001 - $15,000 |
| 2026-03-16 | Purchase | JACKSONVILLE FLA TRANS REV | $100,001 - $250,000 |
| 2026-03-16 | Purchase | LOS ANGELES CALIF DEPT ARPTS REV | $50,001 - $100,000 |
| 2026-03-16 | Purchase | Mays Allocate LP | $1,001 - $15,000 |
| 2026-03-16 | Purchase | Albany Rd Strategic Opp Fund LLC | $15,001 - $50,000 |
| 2026-03-16 | Purchase | Mays Allocate 2025 LP | $100,001 - $250,000 |
| 2026-03-13 | Purchase | GPC · GENUINE PARTS CO COM USD1 00 | $15,001 - $50,000 |
| 2026-03-13 | Purchase | SWK · STANLEY BLACK & DECKER INC | $15,001 - $50,000 |
| 2026-03-13 | Sale | CVX · CHEVRON CORP | $50,001 - $100,000 |
| 2026-03-13 | Purchase | SPGI · S&P GLOBAL INC COM | $15,001 - $50,000 |
| 2026-03-12 | Sale | AON · AON PLC SHS CL A | $15,001 - $50,000 |
| 2026-03-12 | Purchase | AJG · ARTHUR J GALLAGHER & CO | $15,001 - $50,000 |
| 2026-03-12 | Sale | HLT · HILTON WORLDWIDE HLDGS INC | $15,001 - $50,000 |
| 2026-03-12 | Sale | CMCSA · COMCAST CORP | $1,001 - $15,000 |
| 2026-03-12 | Purchase | SAP · SAP ADR | $1,001 - $15,000 |
| 2026-03-12 | Purchase | SAP · SAP ADR | $1,001 - $15,000 |
| 2026-03-11 | Sale | WWD · WOODWARD INC | $1,001 - $15,000 |
| 2026-03-10 | Purchase | INTU · INTUIT INC | $1,001 - $15,000 |
| 2026-03-09 | Sale | NORTHERN TAX ADVGT ULTRA SHRT FIXED INC | $1,001 - $15,000 |
| 2026-03-06 | Purchase | SAP · SAP ADR | $1,001 - $15,000 |
| 2026-03-06 | Purchase | Mays Allocate 2025 LP | $15,001 - $50,000 |
| 2026-03-05 | Purchase | CHEMEKETA ORE CMNTY COLLEGE DIST GO REF | $100,001 - $250,000 |
| 2026-03-05 | Purchase | MELI · MERCADOLIBRE INC | $1,001 - $15,000 |
| 2026-03-04 | Sale | PTC · PTC INC | $1,001 - $15,000 |
| 2026-03-04 | Sale | CVX · CHEVRON CORP | $100,001 - $250,000 |
| 2026-03-04 | Purchase | IBM · INTERNATIONAL BUS MACH CORP | $15,001 - $50,000 |
| 2026-03-04 | Purchase | NOW · SERVICENOW INC | $1,001 - $15,000 |
| 2026-03-04 | Sale | AON · AON PLC SHS CL A | $15,001 - $50,000 |
| 2026-03-04 | Purchase | AJG · ARTHUR J GALLAGHER & CO | $15,001 - $50,000 |
| 2026-03-04 | Purchase | ADSK · AUTODESK INC | $1,001 - $15,000 |
| 2026-03-04 | Purchase | Mays Allocate LP | $15,001 - $50,000 |
| 2026-03-04 | Sale | ABT · ABBOTT LABORATORIES | $1,001 - $15,000 |
| 2026-03-04 | Sale | PLXS · PLEXUS CORP | $50,001 - $100,000 |
| 2026-03-04 | Purchase | PAYX · PAYCHEX INC | $100,001 - $250,000 |
| 2026-03-03 | Sale | AER · AERCAP HOLDINGS N V | $1,001 - $15,000 |
| 2026-03-03 | Sale | HLT · HILTON WORLDWIDE HLDGS INC | $1,001 - $15,000 |
| 2026-03-03 | Purchase | NSIT · INSIGHT ENTERPRISES INC | $15,001 - $50,000 |
| 2026-03-02 | Purchase | EQH · EQUITABLE HLDGS INC COM | $50,001 - $100,000 |
| 2026-03-02 | Purchase | MA · MASTERCARD INCORPORATED CL A | $15,001 - $50,000 |
| 2026-03-02 | Purchase | INTU · INTUIT INC | $1,001 - $15,000 |
| 2026-03-02 | Purchase | MELI · MERCADOLIBRE INC | $1,001 - $15,000 |
| 2026-03-02 | Sale | LPLA · LPL FINANCIAL HOLDINGS INC | $50,001 - $100,000 |
| 2026-03-02 | Purchase | TENNESSEE HSG DEV AGY RESIDENTIAL FIN | $100,001 - $250,000 |
| 2026-02-27 | Purchase | MELI · MERCADOLIBRE INC COM | $1,001 - $15,000 |
| 2026-02-27 | Purchase | HURN · HURON CONSULTING GROUP INC | $15,001 - $50,000 |
| 2026-02-27 | Purchase | LPX · LOUISIANA-PACIFIC CORP | $15,001 - $50,000 |
| 2026-02-27 | Purchase | SPOT · SPOTIFY TECHNOLOGY S.A. COM | $1,001 - $15,000 |
| 2026-02-27 | Purchase | HPS Special Opp Fund II LP | $1,001 - $15,000 |
| 2026-02-27 | Sale | KANE CNTY ILL CMNTY UNIT SCH DIST | $100,001 - $250,000 |
| 2026-02-27 | Sale | MSFT · MICROSOFT CORP | $1,001 - $15,000 |
| 2026-02-27 | Sale | ABT · ABBOTT LABORATORIES | $15,001 - $50,000 |
| 2026-02-27 | Purchase | HPS Special Opp Fund II LP | $50,001 - $100,000 |
| 2026-02-27 | Purchase | ADSK · AUTODESK INC | $1,001 - $15,000 |
| 2026-02-27 | Purchase | FCN · FTI CONSULTING INC | $15,001 - $50,000 |
| 2026-02-27 | Sale | WWD · WOODWARD INC COM | $1,001 - $15,000 |
| 2026-02-27 | Purchase | WDAY · WORKDAY INC COM CL A | $1,001 - $15,000 |
| 2026-02-27 | Purchase | NFLX · NETFLIX INC | $1,001 - $15,000 |
| 2026-02-26 | Sale | NVDA · NVIDIA CORPORATION COM | $1,001 - $15,000 |
| 2026-02-26 | Purchase | PSTG · PURE STORAGE INC CL A | $1,001 - $15,000 |
| 2026-02-26 | Sale | CMCSA · COMCAST CORP | $1,001 - $15,000 |
| 2026-02-26 | Purchase | Formentera Partners Fund III LP | $50,001 - $100,000 |
| 2026-02-26 | Purchase | HAWAII ST GO BDS | $250,001 - $500,000 |
| 2026-02-24 | Sale | PTC · PTC INC | $1,001 - $15,000 |
| 2026-02-24 | Purchase | Mays-Allocate 2025 LP | $100,001 - $250,000 |
| 2026-02-23 | Sale | MLM · MARTIN MARIETTA MATERIALS INC | $1,001 - $15,000 |
| 2026-02-23 | Sale | VMC · VULCAN MATERIALS CO | $1,001 - $15,000 |
| 2026-02-23 | Sale | HLT · HILTON WORLDWIDE HLDGS INC | $15,001 - $50,000 |
| 2026-02-20 | Sale | MUR · MURPHY OIL CORP | $100,001 - $250,000 |
| 2026-02-20 | Purchase | GPC · GENUINE PARTS CO | $15,001 - $50,000 |
| 2026-02-20 | Purchase | CVS · CVS HEALTH CORPORATION | $15,001 - $50,000 |
| 2026-02-20 | Purchase | META · META PLATFORMS INC CLASS A | $1,001 - $15,000 |
| 2026-02-20 | Purchase | Mays-Allocate 2025 LP | $1,001 - $15,000 |
| 2026-02-19 | Purchase | NIITX · NORTHERN INTERMED TAX EXEMPT FUND | Over $50,000,000 |
| 2026-02-18 | Sale | DCI · DONALDSON COMPANY INC | $250,001 - $500,000 |
| 2026-02-18 | Sale | WWD · WOODWARD INC COM | $1,001 - $15,000 |
| 2026-02-18 | Purchase | PRI · PRIMERICA INC COM | $15,001 - $50,000 |
| 2026-02-17 | Purchase | NFLX · NETFLIX INC | $1,001 - $15,000 |
| 2026-02-17 | Purchase | INTU · INTUIT INC | $1,001 - $15,000 |
| 2026-02-17 | Sale | DALLAS TEX INDPT SCH | $250,001 - $500,000 |
| 2026-02-17 | Sale | BAYRY · BAYER AG SPON ADR | $1,001 - $15,000 |
| 2026-02-17 | Sale | NTAUX · NORTHERN TAX-ADVGT ULTRA-SHRT FIXED INC | $1,001 - $15,000 |
| 2026-02-17 | Sale | NTAUX · NORTHERN TAX-ADVGT ULTRA-SHRT FIXED INC | $1,001 - $15,000 |
| 2026-02-17 | Sale | HUM · HUMANA INC | $100,001 - $250,000 |
| 2026-02-17 | Purchase | BAX · BAXTER INTERNATIONAL INC | $250,001 - $500,000 |
| 2026-02-17 | Sale | MLM · MARTIN MARIETTA MATERIALS INC | $1,001 - $15,000 |
| 2026-02-17 | Sale | EAGLE MTN & SAGINAW TEX INDPT SCH DIST | $250,001 - $500,000 |
| 2026-02-17 | Purchase | LNSTY · LONDON STOCK EXCHANGE GROUP SPON ADS | $1,001 - $15,000 |
| 2026-02-13 | Purchase | CH Private Equity 2025 Fund LP | $15,001 - $50,000 |
| 2026-02-13 | Sale | AER · AERCAP HOLDINGS N.V. | $15,001 - $50,000 |
| 2026-02-13 | Sale | AMZN · AMAZON.COM INC | $1,001 - $15,000 |
| 2026-02-13 | Purchase | SAP · SAP ADR | $1,001 - $15,000 |
| 2026-02-13 | Purchase | PSTG · PURE STORAGE INC CL A | $15,001 - $50,000 |
| 2026-02-13 | Sale | UBER · UBER TECHNOLOGIES INC COM | $1,001 - $15,000 |
| 2026-02-13 | Purchase | HLI · HOULIHAN LOKEY INC CL A | $15,001 - $50,000 |
| 2026-02-12 | Sale | VSH · VISHAY INTERTECHNOLOGY INC | $15,001 - $50,000 |
| 2026-02-12 | Purchase | FCN · FTI CONSULTING INC | $15,001 - $50,000 |
| 2026-02-12 | Sale | PLXS · PLEXUS CORP | $100,001 - $250,000 |
| 2026-02-12 | Purchase | HURN · HURON CONSULTING GROUP INC | $50,001 - $100,000 |
| 2026-02-11 | Sale | INTU · INTUIT INC | $1,001 - $15,000 |
| 2026-02-11 | Purchase | NTAUX · NORTHERN TAX-ADVGT ULTRA-SHRT FIXED INC | $50,001 - $100,000 |
| 2026-02-11 | Purchase | NTAUX · NORTHERN TAX-ADVGT ULTRA-SHRT FIXED INC | $100,001 - $250,000 |
| 2026-02-11 | Purchase | NTAUX · NORTHERN TAX-ADVGT ULTRA-SHRT FIXED INC | $250,001 - $500,000 |
| 2026-02-11 | Purchase | NTAUX · NORTHERN TAX-ADVGT ULTRA-SHRT FIXED INC | $250,001 - $500,000 |
| 2026-02-11 | Purchase | NTAUX · NORTHERN TAX-ADVGT ULTRA-SHRT FIXED INC | $250,001 - $500,000 |
| 2026-02-11 | Purchase | NTAUX · NORTHERN TAX-ADVGT ULTRA-SHRT FIXED INC | $250,001 - $500,000 |
| 2026-02-11 | Purchase | NTAUX · NORTHERN TAX-ADVGT ULTRA-SHRT FIXED INC | $500,001 - $1,000,000 |
| 2026-02-11 | Purchase | NTAUX · NORTHERN TAX-ADVGT ULTRA-SHRT FIXED INC | $1,000,001 - $5,000,000 |
| 2026-02-11 | Purchase | NTAUX · NORTHERN TAX-ADVGT ULTRA-SHRT FIXED INC | Over $50,000,000 |
| 2026-02-11 | Purchase | NIITX · NORTHERN INTERMED TAX EXEMPT FUND | $100,001 - $250,000 |
| 2026-02-11 | Purchase | NTAUX · NORTHERN TAX-ADVGT ULTRA-SHRT FIXED INC | $250,001 - $500,000 |
| 2026-02-11 | Sale | UBER · UBER TECHNOLOGIES INC COM | $1,001 - $15,000 |
| 2026-02-11 | Purchase | RDDT · REDDIT INC CL A | $1,001 - $15,000 |
| 2026-02-11 | Purchase | ORCL · ORACLE CORP | $1,001 - $15,000 |
| 2026-02-11 | Purchase | META · META PLATFORMS INC CLASS A | $1,001 - $15,000 |
| 2026-02-11 | Purchase | NIITX · NORTHERN INTERMED TAX EXEMPT FUND | $15,001 - $50,000 |
| 2026-02-11 | Purchase | NIITX · NORTHERN INTERMED TAX EXEMPT FUND | $15,001 - $50,000 |
| 2026-02-11 | Purchase | NIITX · NORTHERN INTERMED TAX EXEMPT FUND | $100,001 - $250,000 |
| 2026-02-11 | Purchase | NIITX · NORTHERN INTERMED TAX EXEMPT FUND | $100,001 - $250,000 |
| 2026-02-11 | Purchase | NIITX · NORTHERN INTERMED TAX EXEMPT FUND | $100,001 - $250,000 |
| 2026-02-11 | Purchase | NIITX · NORTHERN INTERMED TAX EXEMPT FUND | $100,001 - $250,000 |
| 2026-02-11 | Purchase | NIITX · NORTHERN INTERMED TAX EXEMPT FUND | $250,001 - $500,000 |
| 2026-02-11 | Purchase | NIITX · NORTHERN INTERMED TAX EXEMPT FUND | $250,001 - $500,000 |
| 2026-02-11 | Purchase | NIITX · NORTHERN INTERMED TAX EXEMPT FUND | $500,001 - $1,000,000 |
| 2026-02-11 | Purchase | NIITX · NORTHERN INTERMED TAX EXEMPT FUND | $1,000,001 - $5,000,000 |
| 2026-02-11 | Purchase | NTAUX · NORTHERN TAX-ADVGT ULTRA-SHRT FIXED INC | $500,001 - $1,000,000 |
| 2026-02-10 | Sale | WDAY · WORKDAY INC COM CL A | $1,001 - $15,000 |
| 2026-02-10 | Purchase | SPOT · SPOTIFY TECHNOLOGY S.A. COM | $1,001 - $15,000 |
| 2026-02-10 | Purchase | LNSTY · LONDON STOCK EXCHANGE GROUP SPON ADS | $1,001 - $15,000 |
| 2026-02-10 | Sale | WWD · WOODWARD INC COM | $15,001 - $50,000 |
| 2026-02-10 | Sale | AMZN · AMAZON.COM INC | $15,001 - $50,000 |
| 2026-02-10 | Purchase | SAP · SAP ADR | $1,001 - $15,000 |
| 2026-02-10 | Purchase | ENTG · ENTEGRIS INC | $1,001 - $15,000 |
| 2026-02-09 | Sale | WDAY · WORKDAY INC COM CL A | $1,001 - $15,000 |
| 2026-02-06 | Sale | HLT · HILTON WORLDWIDE HLDGS INC | $1,001 - $15,000 |
| 2026-02-06 | Sale | ARE · ALEXANDRIA REAL ESTATE EQUITIES | $250,001 - $500,000 |
| 2026-02-06 | Purchase | DOC · HEALTHPEAK PROPERTIES INC COM | $250,001 - $500,000 |
| 2026-02-06 | Sale | BAYRY · BAYER AG SPON ADR | $1,001 - $15,000 |
| 2026-02-05 | Sale | GEV · GE VERNOVA INC COM | $15,001 - $50,000 |
| 2026-02-05 | Purchase | WDAY · WORKDAY INC COM CL A | $1,001 - $15,000 |
| 2026-02-05 | Purchase | Mays-Allocate LP | $1,001 - $15,000 |
| 2026-02-05 | Purchase | SAP · SAP ADR | $1,001 - $15,000 |
| 2026-02-05 | Purchase | ABT · ABBOTT LABORATORIES | $15,001 - $50,000 |
| 2026-02-05 | Purchase | ORCL · ORACLE CORP | $1,001 - $15,000 |
| 2026-02-05 | Purchase | NFLX · NETFLIX INC | $1,001 - $15,000 |
| 2026-02-05 | Purchase | INTU · INTUIT INC | $1,001 - $15,000 |
| 2026-02-05 | Sale | ASML · ASML HOLDING NV | $1,001 - $15,000 |
| 2026-02-05 | Sale | BAYRY · BAYER AG SPON ADR | $1,001 - $15,000 |
| 2026-02-04 | Sale | PLXS · PLEXUS CORP | $15,001 - $50,000 |
| 2026-02-04 | Purchase | SPOT · SPOTIFY TECHNOLOGY S.A. COM | $1,001 - $15,000 |
| 2026-02-04 | Purchase | TER · TERADYNE INC COM | $1,001 - $15,000 |
| 2026-02-04 | Purchase | Mays-Allocate 2025 LP | $15,001 - $50,000 |
| 2026-02-04 | Sale | GOOGL · ALPHABET INC CAP STK CL A | $15,001 - $50,000 |
| 2026-02-04 | Sale | DXCM · DEXCOM INC | $1,001 - $15,000 |
| 2026-02-04 | Sale | GE · GE AEROSPACE COM NEW | $1,001 - $15,000 |
| 2026-02-04 | Purchase | PHOENIX ARIZ CIVIC IMPT CORP WTR SYS | $250,001 - $500,000 |
| 2026-02-04 | Sale | GEV · GE VERNOVA INC COM | $1,001 - $15,000 |
| 2026-02-04 | Purchase | CVCO · CAVCO INDUSTRIES INC | $100,001 - $250,000 |
| 2026-02-04 | Purchase | ENTG · ENTEGRIS INC | $1,001 - $15,000 |
| 2026-02-04 | Purchase | FICO · FAIR ISAAC CORP | $15,001 - $50,000 |
| 2026-02-03 | Purchase | SAP · SAP ADR | $1,001 - $15,000 |
| 2026-02-03 | Sale | WWD · WOODWARD INC COM | $1,001 - $15,000 |
| 2026-02-03 | Sale | AER · AERCAP HOLDINGS N.V. | $1,001 - $15,000 |
| 2026-02-03 | Purchase | MWA · MUELLER WATER PRODUCTS INC | $15,001 - $50,000 |
| 2026-02-02 | Sale | WOODRIDGE ILL GO REF | $100,001 - $250,000 |
| 2026-02-02 | Sale | EL · ESTEE LAUDER COMPANIES INC CLASS A | $1,001 - $15,000 |
| 2026-02-02 | Sale | KENTUCKY ST PPTY & BLDGS COMMN REVS BDS | $500,001 - $1,000,000 |
| 2026-01-30 | Purchase | NFLX · NETFLIX INC | $15,001 - $50,000 |
| 2026-01-30 | Purchase | INTU · INTUIT INC | $1,001 - $15,000 |
| 2026-01-30 | Purchase | Mays-Allocate LP | $15,001 - $50,000 |
| 2026-01-30 | Purchase | MELI · MERCADOLIBRE INC | $1,001 - $15,000 |
| 2026-01-30 | Purchase | WDAY · WORKDAY INC | $1,001 - $15,000 |
| 2026-01-30 | Purchase | SAP · SAP ADR | $1,001 - $15,000 |
| 2026-01-30 | Sale | ASML · ASML HOLDING NV | $1,001 - $15,000 |
| 2026-01-30 | Purchase | MSFT · MICROSOFT CORP | $1,001 - $15,000 |
| 2026-01-29 | Purchase | PSTG · PURE STORAGE INC CL A | $15,001 - $50,000 |
| 2026-01-29 | Sale | PINS · PINTEREST INC CL A | $15,001 - $50,000 |
| 2026-01-29 | Purchase | Linden Structured Capital Fd II | $50,001 - $100,000 |
| 2026-01-28 | Purchase | NSIT · INSIGHT ENTERPRISES INC | $15,001 - $50,000 |
| 2026-01-27 | Sale | ARW · ARROW ELECTRONICS INC | $50,001 - $100,000 |
| 2026-01-26 | Purchase | MELI · MERCADOLIBRE INC | $1,001 - $15,000 |
| 2026-01-26 | Sale | VOO · Vanguard Index FDS S&P 500 ETF LINDA MAYS MCCAUL 2006 DESCENDANT TRUST | $1,001 - $15,000 |
| 2026-01-26 | Sale | ASML · ASML HOLDING NV | $1,001 - $15,000 |
| 2026-01-23 | Sale | VOO · Vanguard Index FDS S&P 500 ETF LINDA MAYS MCCAUL PARTNERS II LP | $1,001 - $15,000 |
| 2026-01-22 | Purchase | Mays-Allocate 2025 LP | $15,001 - $50,000 |
| 2026-01-22 | Purchase | HPS Special Opp Fund II LP | $15,001 - $50,000 |
| 2026-01-22 | Purchase | HPS Special Opp Fund II LP | $1,001 - $15,000 |
| 2026-01-21 | Purchase | BDT Sunrise Holdings LLC | $1,001 - $15,000 |
| 2026-01-21 | Purchase | FCN · FTI CONSULTING INC | $100,001 - $250,000 |
| 2026-01-21 | Purchase | BDT Capital Partners Fund 4 LP | $15,001 - $50,000 |
| 2026-01-21 | Purchase | BDT Capital Partners Fund 3 LP | $15,001 - $50,000 |
| 2026-01-21 | Sale | PLXS · PLEXUS CORP | $50,001 - $100,000 |
| 2026-01-20 | Sale | NIITX · NORTHERN INTERMED TAX EXEMPT FUND | $250,001 - $500,000 |
| 2026-01-16 | Sale | VOO · Vanguard Index FDS S&P 500 ETF | $1,001 - $15,000 |
| 2026-01-15 | Purchase | Levine Leichtman Capital Partners VII LP | $50,001 - $100,000 |
| 2026-01-15 | Sale | ASML · ASML HOLDING NV | $1,001 - $15,000 |
| 2026-01-14 | Purchase | Mays-Allocate LP | $1,001 - $15,000 |
| 2026-01-14 | Purchase | Mays-Allocate 2025 LP | $1,001 - $15,000 |
| 2026-01-14 | Sale | WWD · WOODWARD INC | $1,001 - $15,000 |
| 2026-01-13 | Purchase | MELI · MERCADOLIBRE INC | $15,001 - $50,000 |
| 2026-01-13 | Purchase | BAX · BAXTER INTERNATIONAL INC | $50,001 - $100,000 |
| 2026-01-13 | Sale | CVS · CVS HEALTH CORPORATION | $15,001 - $50,000 |
| 2026-01-13 | Purchase | SAP · SAP ADR | $1,001 - $15,000 |
| 2026-01-13 | Sale | DLTR · DOLLAR TREE INC | $100,001 - $250,000 |
| 2026-01-13 | Purchase | IFF · INTERNATIONAL FLAVORS &FRAGRANCES | $100,001 - $250,000 |
| 2026-01-13 | Sale | AER · AERCAP HOLDINGS | $1,001 - $15,000 |
| 2026-01-13 | Sale | MRK · MERCK &CO. INC | $15,001 - $50,000 |
| 2026-01-13 | Sale | ASML · ASML HOLDING NV | $1,001 - $15,000 |
| 2026-01-13 | Sale | AA · ALCOA CORP COM | $1,001 - $15,000 |
| 2026-01-13 | Purchase | CMCSA · COMCAST CORP | $1,001 - $15,000 |
| 2026-01-13 | Sale | VERSANT MEDIA GROUP INC COM CL A | $1,001 - $15,000 |
| 2026-01-09 | Purchase | Mays-Allocate LP | $1,001 - $15,000 |
| 2026-01-09 | Sale | HSIC · HENRY SCHEIN INC | $15,001 - $50,000 |
| 2026-01-08 | Purchase | GPC · GENUINE PARTS CO | $15,001 - $50,000 |
| 2026-01-06 | Sale | AUSTIN TEX ARPT SYS REV | $250,001 - $500,000 |
| 2026-01-05 | Sale | SAN ANTONIO TEX TAX NTS | $100,001 - $250,000 |
| 2026-01-02 | Purchase | VANGUARD LONG TERM TAX. LINDA MCCAUL | $1,001 - $15,000 |
| 2026-01-02 | Sale | NC TPK AT TRIANGLE EXPWY | $100,001 - $250,000 |