Sep 2, 2026Sheldon WhitehouseD·RIRebalanced 4 positions, $1K–$50K each ▸| Ticker | Asset | Type | Amount | Traded | Filing |
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| 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 24, 2026John BoozmanR·ARRebalanced 14 positions, $1K–$15K each ▸| Ticker | Asset | Type | Amount | Traded | Filing |
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| 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 20, 2026John BoozmanR·ARRebalanced 9 positions, $1K–$15K each ▸| Ticker | Asset | Type | Amount | Traded | Filing |
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| MSFT | Microsoft Corp | BUY | $1K–$15K | Apr 22, 2025 | source ↗ | | MSFT | Microsoft Corp | BUY | $1K–$15K | Apr 16, 2025 | source ↗ | | ORCL | Oracle Corp | BUY | $1K–$15K | Apr 16, 2025 | source ↗ | | UNH | Unitedhealth Group Inc | BUY | $1K–$15K | Apr 16, 2025 | source ↗ | | META | Meta Platforms Inc | BUY | $1K–$15K | Apr 15, 2025 | source ↗ | | HYG | iShares iBoxx $ High Yield Corporate Bond ETF | BUY | $1K–$15K | Apr 9, 2025 | source ↗ | | AVGO | Broadcom Inc. - Common Stock | BUY | $1K–$15K | Apr 8, 2025 | source ↗ | | CBOE | Cboe Global Markets, Inc. Common Stock | BUY | $1K–$15K | Apr 8, 2025 | source ↗ | | COLPAL | COLGATE PALMOLIVE LTD. | BUY | $1K–$15K | Apr 8, 2025 | source ↗ |
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Aug 17, 2026John BoozmanR·ARRebalanced 15 positions, $1K–$15K each ▸| Ticker | Asset | Type | Amount | Traded | Filing |
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| CBOE | Cboe Global Markets, Inc. Common Stock | SELL | $1K–$15K | Jul 31, 2026 | source ↗ | | PYPL | PayPal Holdings, Inc. - Common Stock | BUY | $1K–$15K | Jul 30, 2026 | source ↗ | | PYPL | PayPal Holdings, Inc. - Common Stock | BUY | $1K–$15K | Jul 30, 2026 | source ↗ | | SPYM | Tradr 2X Long SPY Monthly ETF | BUY | $1K–$15K | Jul 23, 2026 | source ↗ | | SPYM | Tradr 2X Long SPY Monthly ETF | BUY | $1K–$15K | Jul 23, 2026 | source ↗ | | JPM | JP Morgan Chase & Co. Common Stock | SELL | $1K–$15K | Jul 23, 2026 | source ↗ | | APTV | Aptiv PLC Ordinary Shares | BUY | $1K–$15K | Jul 9, 2026 | source ↗ | | APTV | Aptiv PLC Ordinary Shares | BUY | $1K–$15K | Jul 9, 2026 | source ↗ | | HD | Home Depot, Inc. (The) Common Stock | SELL | $1K–$15K | Jul 9, 2026 | source ↗ | | CVX | Chevron Corporation Common Stock | BUY | $1K–$15K | Jul 2, 2026 | source ↗ | | EL | Estee Lauder Companies, Inc. (The) Common Stock | BUY | $1K–$15K | Jul 2, 2026 | source ↗ | | SPYM | Tradr 2X Long SPY Monthly ETF | BUY | $1K–$15K | Jul 2, 2026 | source ↗ | | CVX | Chevron Corporation Common Stock | BUY | $1K–$15K | Jul 2, 2026 | source ↗ | | EL | Estee Lauder Companies, Inc. (The) Common Stock | BUY | $1K–$15K | Jul 2, 2026 | source ↗ | | TRV | The Travelers Companies, Inc. Common Stock | SELL | $1K–$15K | Jul 2, 2026 | source ↗ |
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| Apr 30, 2025 | Ron WydenD·OR | -- AMCR | BERY - Berry Global Group, Inc. (Exchanged) Amcor plc… | EXCHANGE | $100K–$250K | Aug 8, 2026 +465d | source ↗ |
| Jul 23, 2026 | Gary PetersD·MI | O | Realty Income Corporation Common Stock | BUY | $1K–$15K | Aug 7, 2026 +15d | source ↗ |
Aug 5, 2026Thomas H Tuberville?·—Rebalanced 16 positions, $1K–$100K each ▸| Ticker | Asset | Type | Amount | Traded | Filing |
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| GOOGL | Alphabet Cl A | SELL | $1K–$15K | Dec 17, 2025 | source ↗ | | AAPL | Apple Inc | SELL | $50K–$100K | Dec 17, 2025 | source ↗ | | XLV | SPDR Select Sector Fund - Health Care | BUY | $15K–$50K | Dec 17, 2025 | source ↗ | | XLP | SPDR Select Sector Fund - Consumer Staples | BUY | $15K–$50K | Dec 17, 2025 | source ↗ | | XLU | SPDR Select Sector Fund - Utilities | BUY | $15K–$50K | Dec 17, 2025 | source ↗ | | ORCL | Oracle Corporation Common Stock | SELL | $15K–$50K | Oct 7, 2025 | source ↗ | | GOOGL | Alphabet Inc. - Class A Common Stock | SELL | $15K–$50K | Oct 7, 2025 | source ↗ | | AAPL | Apple Inc | SELL | $15K–$50K | Oct 7, 2025 | source ↗ | | MSFT | Microsoft Corp | SELL | $15K–$50K | Oct 7, 2025 | source ↗ | | OC | Owens Corning Inc | SELL | $15K–$50K | Oct 7, 2025 | source ↗ | | PEP | Pepsico Inc | SELL | $15K–$50K | Oct 7, 2025 | source ↗ | | MSFT | Microsoft Corp | SELL | $15K–$50K | Apr 15, 2025 | source ↗ | | MA | Mastercard Inc | SELL | $15K–$50K | Apr 15, 2025 | source ↗ | | LLY | Eli Lilly and Company | SELL | $15K–$50K | Apr 15, 2025 | source ↗ | | GS | Goldman Sachs Group | SELL | $15K–$50K | Apr 15, 2025 | source ↗ | | DUK | Duke Energy Corp | SELL | $15K–$50K | Apr 15, 2025 | source ↗ |
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