| Aug 28, 2026 | Jonathan JacksonD·IL | VSAT | ViaSat, Inc. - Common Stock | SELL | $1K–$15K | Sep 3, 2026 +6d | source ↗ |
| Aug 18, 2026 | John McGuireR·VA | AAPL | Apple Inc. - Common Stock | SELL | $1K–$15K | Sep 2, 2026 +15d | source ↗ |
Sep 2, 2026Sheldon WhitehouseD·RIRebalanced 4 positions, $1K–$50K each ▸| Ticker | Asset | Type | Amount | Traded | Filing |
|---|
| LRCX | Lam Research Corporation - Common Stock | SELL | $1K–$15K | Aug 13, 2026 | source ↗ | | NVDA | NVIDIA Corporation - Common Stock | SELL | $1K–$15K | Aug 13, 2026 | source ↗ | | NVDA | NVIDIA Corporation - Common Stock | SELL | $15K–$50K | Aug 13, 2026 | source ↗ | | AMGN | Amgen Inc. - Common Stock | SELL | $1K–$15K | Aug 12, 2026 | source ↗ |
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| Aug 12, 2026 | Michael RulliR·OH | ALL | Allstate Corporation | SELL | $1K–$15K | Sep 2, 2026 +21d | source ↗ |
Sep 1, 2026Kevin HernR·OKRebalanced 27 positions, $1K–$100K each ▸| Ticker | Asset | Type | Amount | Traded | Filing |
|---|
| PG | Procter & Gamble Company | SELL | $50K+ | Aug 24, 2026 | source ↗ | | MDT | Medtronic plc. Ordinary Shares S | SELL | $15K+ | Aug 24, 2026 | source ↗ | | MRSH | Marsh Common Stock | SELL | $1K–$15K | Aug 24, 2026 | source ↗ | | HD | Home Depot, Inc. | SELL | $50K–$100K | Aug 24, 2026 | source ↗ | | VLTO | Veralto Corp Common Stock | SELL | $1K–$15K | Aug 21, 2026 | source ↗ | | MSFT | Microsoft Corporation - Common S (partial) | SELL | $15K+ | Aug 21, 2026 | source ↗ | | HONA | Honeywell Aerospace Inc. - Common S | SELL | $15K+ | Aug 19, 2026 | source ↗ | | CL | Colgate-Palmolive Company S | SELL | $1K–$15K | Aug 19, 2026 | source ↗ | | KMB | Kimberly-Clark Corporation - S | SELL | $1K–$15K | Aug 18, 2026 | source ↗ | | BIIB | Biogen Inc. - Common Stock | SELL | $1K–$15K | Aug 18, 2026 | source ↗ | | BUD | Anheuser-Busch Inbev SA Sponsored S | SELL | $1K–$15K | Aug 18, 2026 | source ↗ | | VLTO | Veralto Corp Common Stock | SELL | $1K–$15K | Aug 14, 2026 | source ↗ | | ICLR | ICON plc - Ordinary Shares | SELL | $15K+ | Aug 14, 2026 | source ↗ | | CARR | Carrier Global Corporation Common S | SELL | $1K–$15K | Aug 14, 2026 | source ↗ | | ADBE | Adobe Inc. - Common Stock | SELL | $15K+ | Aug 14, 2026 | source ↗ | | WAT | Waters Corporation Common Stock S | SELL | $1K–$15K | Aug 13, 2026 | source ↗ | | NKE | Nike, Inc. Common Stock | SELL | $1K–$15K | Aug 13, 2026 | source ↗ | | HRL | Hormel Foods Corporation Common S | SELL | $1K–$15K | Aug 13, 2026 | source ↗ | | GAP | Gap, Inc. | SELL | $1K–$15K | Aug 13, 2026 | source ↗ | | BA | Boeing Company | SELL | $15K–$50K | Aug 13, 2026 | source ↗ | | BA | Boeing Company | SELL | $1K–$15K | Aug 13, 2026 | source ↗ | | DIS | Walt Disney Company | SELL | $15K–$50K | Aug 10, 2026 | source ↗ | | VLTO | Veralto Corp Common Stock | SELL | $1K–$15K | Aug 10, 2026 | source ↗ | | OTIS | Otis Worldwide Corporation S | SELL | $1K–$15K | Aug 10, 2026 | source ↗ | | SOLS | Solstice Advanced Materials Inc. - S | SELL | $1K–$15K | Aug 5, 2026 | source ↗ | | PG | Procter & Gamble Company | SELL | $1K–$15K | Aug 5, 2026 | source ↗ | | ALC | Alcon Inc. Ordinary Shares | SELL | $1K–$15K | Aug 5, 2026 | source ↗ |
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| Jul 13, 2026 | Jared MoskowitzD·FL | GWW | W.W. Grainger, Inc. Common Stock S (partial) | SELL | $1K–$15K | Aug 27, 2026 +45d | source ↗ |
| Jul 13, 2026 | Jared MoskowitzD·FL | STE | STERIS plc | SELL | $1K–$15K | Aug 27, 2026 +45d | source ↗ |
| Aug 24, 2026 | Michael RulliR·OH | GOOGL | Alphabet Inc. - Class A Common S (partial) | SELL | $50K+ | Aug 25, 2026 +1d | source ↗ |
Aug 25, 2026Kelly MorrisonD·MNRebalanced 7 positions, $1K–$15K each ▸| Ticker | Asset | Type | Amount | Traded | Filing |
|---|
| SOLS | Solstice Advanced Materials Inc. - S | SELL | $1K–$15K | Aug 11, 2026 | source ↗ | | MBGL | Mobility Global Inc. Common Stock S | SELL | $1K–$15K | Aug 11, 2026 | source ↗ | | MBGL | Mobility Global Inc. Common Stock S | SELL | $1K–$15K | Aug 11, 2026 | source ↗ | | MBGL | Mobility Global Inc. Common Stock S | SELL | $1K–$15K | Aug 11, 2026 | source ↗ | | ACN | Accenture plc Class A Ordinary S | SELL | $15K+ | Aug 11, 2026 | source ↗ | | ACN | Accenture plc Class A Ordinary S | SELL | $1K–$15K | Aug 11, 2026 | source ↗ | | ACN | Accenture plc Class A Ordinary S | SELL | $1K–$15K | Aug 11, 2026 | source ↗ |
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Aug 24, 2026John BoozmanR·ARRebalanced 14 positions, $1K–$15K each ▸| Ticker | Asset | Type | Amount | Traded | Filing |
|---|
| EIPI | First Trust Exchange-Traded Fund VIII FT Energy In | SELL | $1K–$15K | Nov 21, 2025 | source ↗ | | FTGC | First Trust Global Tactical Commodity Strategy Fun | SELL | $1K–$15K | Nov 21, 2025 | source ↗ | | FISV | Fiserv Inc | SELL | $1K–$15K | Nov 21, 2025 | source ↗ | | IWM | iShares Russell 2000 ETF | SELL | $1K–$15K | Nov 21, 2025 | source ↗ | | IVV | iShares Core S&P 500 ETF | SELL | $1K–$15K | Nov 21, 2025 | source ↗ | | LLY | Eli Lilly and Company | SELL | $1K–$15K | Nov 21, 2025 | source ↗ | | TPYP | Tortoise North Amer Pipeline Fund | SELL | $1K–$15K | Nov 21, 2025 | source ↗ | | VNQI | Vanguard Global ex-U.S. Real Estate ETF | SELL | $1K–$15K | Nov 21, 2025 | source ↗ | | VEA | Vanguard FTSE Developed Markets ETF | SELL | $1K–$15K | Nov 21, 2025 | source ↗ | | GEM | Goldman Sachs ActiveBeta Emerging Markets Equity E | SELL | $1K–$15K | Nov 20, 2025 | source ↗ | | EFA | iShares MSCI EAFE ETF | SELL | $1K–$15K | Nov 20, 2025 | source ↗ | | RNWGX | NEW WORLD FUND INC - Class R-6 | SELL | $1K–$15K | Nov 20, 2025 | source ↗ | | CRM | Salesforce Inc | SELL | $1K–$15K | Nov 13, 2025 | source ↗ | | AAXJ | iShares MSCI All Country Asia ex Japan ETF | SELL | $1K–$15K | Nov 6, 2025 | source ↗ |
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| Aug 14, 2026 | Tim MooreR·NC | T | AT&T Inc. | SELL | $50K–$100K | Aug 20, 2026 +6d | source ↗ |
| Aug 11, 2026 | David TaylorR·OH | MSFT | Microsoft Corporation - Common S | SELL | $15K+ | Aug 20, 2026 +9d | source ↗ |