| 2311 | Mar 6, 2026 | BRK-B Berkshire Hathaway Inc Del Cl B New Solicited Order Discretion Exercis… | Sale | $50,001 – $100,000 | PDF ↗ |
| 2005 | Mar 6, 2026 | Lam Resh Corp Com New Solicited Order Discretion Exercised 2894 | Sale | $1,001 – $15,000 | PDF ↗ |
| 2016 | Mar 6, 2026 | Intuit Com Solicited Order Discretion Exercised 2907 | Sale | $1,001 – $15,000 | PDF ↗ |
| 1879 | Mar 6, 2026 | Invesco Premier U.s. Government Money Market Portfolio Investor Class … | Sale | $1,001 – $15,000 | PDF ↗ |
| 1973 | Mar 6, 2026 | NOW SERVICENOW INC salo | Sale | $1,001 – $15,000 | PDF ↗ |
| 1988 | Mar 6, 2026 | CRM Salesforce Inc Com Solicited Order Discretion Exercised | Sale | $1,001 – $15,000 | PDF ↗ |
| 20 | Mar 5, 2026 | ISHARES GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF | Purchase | $1,000,001 – $5,000,000 | PDF ↗ |
| 2535 | Mar 5, 2026 | PLTR PALANTIR TECHNOLOGIES INC CL A 3629 STATE STREET COMMUNICATION SERVICE… | Sale | $1,000,001 – $5,000,000 | PDF ↗ |
| 2537 | Mar 5, 2026 | ISHARES CORE S&P 500 ETF 3633 | Unknown | $1,000,001 – $5,000,000 | PDF ↗ |
| 38 | Mar 5, 2026 | NORTH BALDWIN AL UTILS WTR SWR & GAS REV RFDG & IMPT B/E B/Q OID @98.5… | Purchase | $250,001 – $500,000 | PDF ↗ |
| 37 | Mar 5, 2026 | HOUSTON CNTY AL BRD SPL TAX SCH WTS REV B/E B/Q OID@98.581 2.25% 2.10 … | Purchase | $250,001 – $500,000 | PDF ↗ |
| 36 | Mar 5, 2026 | GADSDEN AL WTS SER B REV BAM B/E 5.00 % Due Aug 1, 2026 36 | Purchase | $250,001 – $500,000 | PDF ↗ |
| 35 | Mar 5, 2026 | PUBLIC FIN AUTH WI POLLTN CTL DUKE ENERGY PROGRESS REV RFDG A1 B/E 3.3… | Purchase | $100,001 – $250,000 | PDF ↗ |
| 34 | Mar 5, 2026 | MAIN STREET NAT GAS INC GA GAS SPLY REV C B/E 4.00 % Due Mar 1, 2050 | Purchase | $250,001 – $500,000 | PDF ↗ |
| 62 | Mar 5, 2026 | ISHARES INTERNATIONAL TRSRY BND ETF 76 | Purchase | $500,001 – $1,000,000 | PDF ↗ |
| 45 | Mar 5, 2026 | ISHARES MSCI CANADA ETF | Purchase | $500,001 – $1,000,000 | PDF ↗ |
| 35 | Mar 5, 2026 | STT STATE STREET ENERGY SELECT SECTOR SPDR ETF | Purchase | $500,001 – $1,000,000 | PDF ↗ |
| 1055 | Mar 4, 2026 | BANC CALIF INC | Purchase | $15,001 – $50,000 | PDF ↗ |
| 1029 | Mar 4, 2026 | MMI MARCUS & MILLICHAP INC | Purchase | $15,001 – $50,000 | PDF ↗ |
| 546 | Mar 4, 2026 | Date Туре Amount Description | Unknown | $15,001 – $50,000 | PDF ↗ |
| 1053 | Mar 4, 2026 | UNITED CMNTY BK BLAIRSVI BANNER CORP 1499 | Purchase | $15,001 – $50,000 | PDF ↗ |
| 1030 | Mar 4, 2026 | KNTK KINETIK HLDGS INC CLASS A | Purchase | $15,001 – $50,000 | PDF ↗ |
| 1336 | Mar 4, 2026 | CRBG COREBRIDGE FINANCIAL INC | Purchase | $1,001 – $15,000 | PDF ↗ |
| 42 | Mar 4, 2026 | FLORIDA GULF COAST UNIV FING CORP FL CAP IMPT REV RFDG BD HSG PJ B/E 5… | Purchase | $100,001 – $250,000 | PDF ↗ |
| 1048 | Mar 4, 2026 | PROGYNY INC 1491 | Unknown | $15,001 – $50,000 | PDF ↗ |
| 1043 | Mar 4, 2026 | Description Type Date Amount 1484 TG THERAPEUTICS INC | Purchase | $15,001 – $50,000 | PDF ↗ |
| 460 | Mar 4, 2026 | CRVL CORVEL CORP | Purchase | $15,001 – $50,000 | PDF ↗ |
| 272 | Mar 4, 2026 | VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUN | Purchase | $50,001 – $100,000 | PDF ↗ |
| 492 | Mar 4, 2026 | RTX CORP UNSOLICITED | Purchase | $15,001 – $50,000 | PDF ↗ |
| 1046 | Mar 4, 2026 | MARTEN TRANS LTD | Unknown | $15,001 – $50,000 | PDF ↗ |
| 260 | Mar 4, 2026 | 2/12/2026 383 ISHARES CRRNCY HDG MSCI EURZN ETF | Purchase | $50,001 – $100,000 | PDF ↗ |
| 1033 | Mar 4, 2026 | MKTX MARKETAXESS HLDGS INC | Purchase | $15,001 – $50,000 | PDF ↗ |
| 43 | Mar 4, 2026 | ST JOHN BAPTIST PARISH LA REV RFDG MARATHON OIL CO SER B2 B/E 2.375 % … | Purchase | $1,000,001 – $5,000,000 | PDF ↗ |
| 450 | Mar 4, 2026 | NETAPP INC UNSOLICITED | Purchase | $15,001 – $50,000 | PDF ↗ |
| 3 | Mar 4, 2026 | LOWER COLO RIV AUTH 5% DUE 05/15/35 | Purchase | $1,000,001 – $5,000,000 | PDF ↗ |
| 439 | Mar 4, 2026 | KBDC KAYNE ANDERSON BDC INC | Purchase | $50,001 – $100,000 | PDF ↗ |
| 431 | Mar 4, 2026 | BCPC BALCHEM CORP | Purchase | $50,001 – $100,000 | PDF ↗ |
| 423 | Mar 4, 2026 | IOSP INNOSPEC INC | Unknown | $50,001 – $100,000 | PDF ↗ |
| 917 | Mar 4, 2026 | OSW ONESPAWORLD HLDGS LTD F | Purchase | $15,001 – $50,000 | PDF ↗ |
| 443 | Mar 4, 2026 | ICU MED INC | Purchase | $15,001 – $50,000 | PDF ↗ |
| 1026 | Mar 4, 2026 | CORE NAT RES INC | Purchase | $15,001 – $50,000 | PDF ↗ |
| 424 | Mar 4, 2026 | FRANKLIN ELEC INC | Purchase | $50,001 – $100,000 | PDF ↗ |
| 421 | Mar 4, 2026 | STE SRT CNSR STPLS SLCT SEC SPDR ETF 620 | Purchase | $50,001 – $100,000 | PDF ↗ |
| 410 | Mar 4, 2026 | 3/18/2026 600 FAIR ISAAC CORP | Purchase | $50,001 – $100,000 | PDF ↗ |
| 249 | Mar 4, 2026 | ISHARES CORE MSCI PACIFIC ETF | Purchase | $50,001 – $100,000 | PDF ↗ |
| 1037 | Mar 4, 2026 | REDWOOD TR INC REIT | Purchase | $15,001 – $50,000 | PDF ↗ |
| 1022 | Mar 4, 2026 | 3/4/2026 1447 UPBOUND GROUP INC | Purchase | $15,001 – $50,000 | PDF ↗ |
| 383 | Mar 4, 2026 | T AT&T INC UNSOLICITED | Purchase | $50,001 – $100,000 | PDF ↗ |
| 1014 | Mar 4, 2026 | INSPIRE MED SYS INC | Purchase | $15,001 – $50,000 | PDF ↗ |
| 360 | Mar 4, 2026 | WSFS WSFS FINL CORP | Purchase | $50,001 – $100,000 | PDF ↗ |
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