Tommy Tuberville

R-AL Senator for Alabama Republican In Congress since 2021

429trades · 3 yrs
133buys
296sells
31dmedian wait
0filed late

Tommy Tuberville disclosed 429 trades made since Oct 4, 2023: 133 buys and 296 sales. The most traded name was CLF (31 trades). 415 of them were a spouse's or joint account's. The latest, made Jun 9, 2026, was filed Jul 16, 2026.

Trades over time

Buys above the line, sells below · bigger dots, bigger ranges · tails run to the filing date

Buys Sells

CLF 31 trades 11 buy · 20 sell
TXN 15 trades 6 buy · 9 sell
SSBK 14 trades 1 buy · 13 sell
AAPL 10 trades 1 buy · 9 sell
AMAT 10 trades 4 buy · 6 sell
CLX 9 trades 2 buy · 7 sell

Trades

429 trades since Oct 4, 2023 · newest first · 119 in an industry a committee of theirs oversees

Asset

Trade

Amount

Traded · filed
WABWestinghouse Air Brake Technologies Corporation

Sell

$1K–$15K

Traded Jun 9Filed Jul 16 37d

↗
TSCOTractor Supply Company
Joint

Sell

$1K–$15K

Traded Jun 8Filed Jul 16 38d

↗
PGProcter & Gamble Company (The)
JointCommittee

Sell

$15K–$50K

Traded Jun 8Filed Jul 16 38d

↗
PFEPfizer, Inc.
JointCommittee

Sell

$15K–$50K

Traded Jun 8Filed Jul 16 38d

↗
NEENextEra Energy, Inc.
Joint

Sell

$15K–$50K

Traded Jun 8Filed Jul 16 38d

↗
MAMastercard Incorporated
Joint

Sell

$15K–$50K

Traded Jun 8Filed Jul 16 38d

↗
LMTLockheed Martin Corporation
JointCommittee

Sell

$15K–$50K

Traded Jun 8Filed Jul 16 38d

↗
DUKDuke Energy Corporation (Holding Company)
Joint

Sell

$15K–$50K

Traded Jun 8Filed Jul 16 38d

↗
CSXCSX Corporation
Joint

Sell

$15K–$50K

Traded Jun 8Filed Jul 16 38d

↗
AWKAmerican Water Works Company, Inc.
Joint

Sell

$15K–$50K

Traded Jun 8Filed Jul 16 38d

↗
ACNAccenture plc Class A Ordinary Shares (Ireland)
Joint

Sell

$1K–$15K

Traded Jun 8Filed Jul 16 38d

↗
GOOGLAlphabet Cl A

Sell · part

$1K–$15K

Traded Dec 17, 2025Filed Jan 15 29d

↗
AAPLApple Inc

Sell · part

$50K–$100K

Traded Dec 17, 2025Filed Jan 15 29d

↗
XLVSPDR Select Sector Fund - Health Care

Buy

$15K–$50K

Traded Dec 17, 2025Filed Jan 15 29d

↗
XLPSPDR Select Sector Fund - Consumer Staples

Buy

$15K–$50K

Traded Dec 17, 2025Filed Jan 15 29d

↗
XLUSPDR Select Sector Fund - Utilities

Buy

$15K–$50K

Traded Dec 17, 2025Filed Jan 15 29d

↗
BIRMINGHAM ALA GO WTS SER. 2018 B Rate/Coupon: 5.0% Matures: 12/01/2043
BondJoint

Sell

$15K–$50K

Traded Oct 7, 2025Filed Nov 15, 2025 39d

↗
ORCLOracle Corporation
Joint

Sell

$15K–$50K

Traded Oct 7, 2025Filed Nov 15, 2025 39d

↗
GOOGLAlphabet Inc.
Joint

Sell · part

$15K–$50K

Traded Oct 7, 2025Filed Nov 15, 2025 39d

↗
AAPLApple Inc
Joint

Sell · part

$15K–$50K

Traded Oct 7, 2025Filed Nov 15, 2025 39d

↗
MSFTMicrosoft Corp
Joint

Sell

$15K–$50K

Traded Oct 7, 2025Filed Nov 15, 2025 39d

↗
OCOwens Corning Inc
Joint

Sell

$15K–$50K

Traded Oct 7, 2025Filed Nov 15, 2025 39d

↗
PEPPepsico Inc
JointCommittee

Sell

$15K–$50K

Traded Oct 7, 2025Filed Nov 15, 2025 39d

↗
Qualcomm Inc
Joint

Sell

$15K–$50K

Traded Apr 15, 2025Filed May 15, 2025 30d

↗
MSFTMicrosoft Corp
Joint

Sell

$15K–$50K

Traded Apr 15, 2025Filed May 15, 2025 30d

↗
MAMastercard Inc
Joint

Sell · part

$15K–$50K

Traded Apr 15, 2025Filed May 15, 2025 30d

↗
LLYEli Lilly and Company
JointCommittee

Sell

$15K–$50K

Traded Apr 15, 2025Filed May 15, 2025 30d

↗
GSGoldman Sachs Group
Joint

Sell · part

$15K–$50K

Traded Apr 15, 2025Filed May 15, 2025 30d

↗
DUKDuke Energy Corp
Joint

Sell

$15K–$50K

Traded Apr 15, 2025Filed May 15, 2025 30d

↗
STZConstellation Brands Inc
JointCommittee

Sell

$15K–$50K

Traded Apr 15, 2025Filed May 15, 2025 30d

↗
CSXCSX Corp
Joint

Sell

$15K–$50K

Traded Apr 15, 2025Filed May 15, 2025 30d

↗
ADMArcher Daniels Midland
JointCommittee

Sell

$15K–$50K

Traded Apr 15, 2025Filed May 15, 2025 30d

↗
AAPLApple Inc
Joint

Sell · part

$15K–$50K

Traded Apr 15, 2025Filed May 15, 2025 30d

↗
AMGNAmgen Inc
JointCommittee

Sell

$15K–$50K

Traded Apr 15, 2025Filed May 15, 2025 30d

↗
GOOGLAlphabet Cl A
Joint

Sell · part

$15K–$50K

Traded Apr 15, 2025Filed May 15, 2025 30d

↗
JPMJP Morgan Chase & Company
Joint

Sell

$15K–$50K

Traded Apr 15, 2025Filed May 15, 2025 30d

↗
USIGiShares Broad USD Investment Grade Corporate Bond

Buy

$50K–$100K

Traded Apr 15, 2025Filed May 15, 2025 30d

↗
PYPLPaypal Holdings

Sell

$15K–$50K

Traded Apr 15, 2025Filed May 15, 2025 30d

↗
BMYBristol-Myers Squibb Company
Committee

Sell

$1K–$15K

Traded Apr 15, 2025Filed May 15, 2025 30d

↗
AAPLApple Inc
Joint

Sell · part

$15K–$50K

Traded Jan 10, 2025Filed Feb 14, 2025 35d

↗
MSFTMicrosoft Corp
Joint

Sell

$15K–$50K

Traded Jan 10, 2025Filed Feb 14, 2025 35d

↗
DEODiageo Plc ADR
JointCommittee

Sell

$15K–$50K

Traded Jan 10, 2025Filed Feb 14, 2025 35d

↗
TXNTexas Instruments Incorporated
Joint

Sell

$15K–$50K

Traded Jan 10, 2025Filed Feb 14, 2025 35d

↗
CARRCarrier Global Corp
Joint

Sell

$1K–$15K

Traded Jan 10, 2025Filed Feb 14, 2025 35d

↗
TSCOTractor Supply Company
Joint

Sell

$15K–$50K

Traded Jan 10, 2025Filed Feb 14, 2025 35d

↗
TRVThe Travelers Companies, Inc.
Joint

Sell

$15K–$50K

Traded Oct 29, 2024Filed Nov 15, 2024 17d

↗
OCOwens Corning Inc Common Stock New
Joint

Sell · part

$15K–$50K

Traded Oct 29, 2024Filed Nov 15, 2024 17d

↗
Otis Worldwide Corporation
Joint

Sell

$1K–$15K

Traded Oct 29, 2024Filed Nov 15, 2024 17d

↗
Nestle ADR
Joint

Sell

$15K–$50K

Traded Oct 29, 2024Filed Nov 15, 2024 17d

↗
MSFTMicrosoft Corporation
Joint

Sell · part

$15K–$50K

Traded Oct 29, 2024Filed Nov 15, 2024 17d

↗
MCDMcDonald's Corporation
Joint

Sell

$15K–$50K

Traded Oct 29, 2024Filed Nov 15, 2024 17d

↗
KMBKimberly-Clark Corporation
JointCommittee

Sell

$15K–$50K

Traded Oct 29, 2024Filed Nov 15, 2024 17d

↗
JNJJohnson & Johnson
JointCommittee

Sell

$15K–$50K

Traded Oct 29, 2024Filed Nov 15, 2024 17d

↗
HONHoneywell International Inc.
Joint

Sell

$15K–$50K

Traded Oct 29, 2024Filed Nov 15, 2024 17d

↗
CTVACorteva, Inc.
JointCommittee

Sell

$1K–$15K

Traded Oct 29, 2024Filed Nov 15, 2024 17d

↗
AAPLApple Inc.
Joint

Sell · part

$15K–$50K

Traded Oct 29, 2024Filed Nov 15, 2024 17d

↗
ADBEAdobe Inc.
Joint

Sell

$15K–$50K

Traded Oct 29, 2024Filed Nov 15, 2024 17d

↗
ABNFXThe Bond Fd of America Class F-2 Shares Company: AMERICAN BOND FUND OF AMERICA CL F2
Other

Buy

$50K–$100K

Traded Aug 26, 2024Filed Sep 13, 2024 18d

↗
EIBLXEaton Vance Floating Rate Fund Insti Share Company: EATON VANCE FLOATING RATE CLASS I
Other

Sell

$50K–$100K

Traded Aug 26, 2024Filed Sep 13, 2024 18d

↗
UPSUnited Parcel Service, Inc.
Joint

Sell

$15K–$50K

Traded Aug 26, 2024Filed Sep 13, 2024 18d

↗
CVSCVS Health Corporation
JointCommittee

Sell

$1K–$15K

Traded Aug 26, 2024Filed Sep 13, 2024 18d

↗
MDTMedtronic plc. Ordinary Shares
JointCommittee

Sell

$15K–$50K

Traded Aug 26, 2024Filed Sep 13, 2024 18d

↗
AAPLApple Inc.

Sell · part

$15K–$50K

Traded Aug 26, 2024Filed Sep 13, 2024 18d

↗
CLFCleveland-Cliffs Inc
JointCommittee

Sell · part

$100K–$250K

Traded May 13, 2024Filed Jun 14, 2024 32d

↗
CLFCleveland-Cliffs Inc
JointCommittee

Sell

$100K–$250K

Traded May 13, 2024Filed Jun 14, 2024 32d

↗
INTCIntel Corp
Joint

Sell · part

$100K–$250K

Traded May 13, 2024Filed Jun 14, 2024 32d

↗
INTCIntel Corp
Joint

Sell

$100K–$250K

Traded May 13, 2024Filed Jun 14, 2024 32d

↗
CLFCleveland-Cliffs Inc
JointCommittee

Sell · part

$100K–$250K

Traded May 10, 2024Filed Jun 14, 2024 35d

↗
CLFCleveland-Cliffs Inc
JointCommittee

Sell · part

$50K–$100K

Traded May 10, 2024Filed Jun 14, 2024 35d

↗
CLFCleveland-Cliffs Inc
JointCommittee

Sell · part

$50K–$100K

Traded May 10, 2024Filed Jun 14, 2024 35d

↗
CLFCleveland-Cliffs Inc
JointCommittee

Sell · part

$15K–$50K

Traded May 10, 2024Filed Jun 14, 2024 35d

↗
CLFCleveland-Cliffs Inc
JointCommittee

Sell · part

$1K–$15K

Traded May 10, 2024Filed Jun 14, 2024 35d

↗
INTCIntel Corporation
Joint

Sell · part

$100K–$250K

Traded May 10, 2024Filed Jun 14, 2024 35d

↗
CLFCleveland-Cliffs Inc Option Type: Call Strike price: $17.00 Expires: 06/21/2024
OptionJointCommittee

Buy

$1K–$15K

Traded May 10, 2024Filed Jun 14, 2024 35d

↗
CLFCleveland-Cliffs Inc Option Type: Call Strike price: $17.00 Expires: 06/21/2024
OptionJointCommittee

Buy

$1K–$15K

Traded May 10, 2024Filed Jun 14, 2024 35d

↗
CLFCleveland-Cliffs Inc Option Type: Call Strike price: $17.00 Expires: 06/21/2024
OptionJointCommittee

Buy

$1K–$15K

Traded May 10, 2024Filed Jun 14, 2024 35d

↗
CLFCleveland-Cliffs Inc Option Type: Call Strike price: $17.00 Expires: 06/21/2024
OptionJointCommittee

Buy

$1K–$15K

Traded May 10, 2024Filed Jun 14, 2024 35d

↗
PARAParamount Global Cl B
Joint

Sell

$100K–$250K

Traded May 10, 2024Filed Jun 14, 2024 35d

↗
GILDGilead Sciences Inc Option Type: Put Strike price: $70.00 Expires: 11/15/2024
OptionJointCommittee

Buy

$1K–$15K

Traded May 10, 2024Filed Jun 14, 2024 35d

↗
GILDGilead Sciences Inc Option Type: Put Strike price: $70.00 Expires: 11/15/2024
OptionJointCommittee

Buy

$1K–$15K

Traded May 10, 2024Filed Jun 14, 2024 35d

↗
GILDGilead Sciences Inc Option Type: Put Strike price: $70.00 Expires: 11/15/2024
OptionJointCommittee

Buy

$1K–$15K

Traded May 10, 2024Filed Jun 14, 2024 35d

↗
CLFCleveland-Cliffs Inc Option Type: Put Strike price: $17.00 Expires: 01/17/2025
OptionJointCommittee

Buy

$1K–$15K

Traded May 10, 2024Filed Jun 14, 2024 35d

↗
CLFCleveland-Cliffs Inc Option Type: Call Strike price: $20.00 Expires: 01/17/2025
OptionJointCommittee

Buy

$1K–$15K

Traded May 10, 2024Filed Jun 14, 2024 35d

↗
CLFCleveland-Cliffs Inc Option Type: Call Strike price: $20.00 Expires: 07/19/2024
OptionJointCommittee

Buy

$1K–$15K

Traded May 10, 2024Filed Jun 14, 2024 35d

↗
ARKKArk Innovation ETF Option Type: Put Strike price: $45.00 Expires: 09/20/2024
OptionJoint

Buy

$1K–$15K

Traded May 10, 2024Filed Jun 14, 2024 35d

↗
INTCIntel Corporation
Joint

Buy

$50K–$100K

Traded May 9, 2024Filed Jun 14, 2024 36d

↗
KEYKeycorp Option Type: Put Strike price: $15.00 Expires: 09/20/2024
OptionJoint

Buy

$1K–$15K

Traded May 9, 2024Filed Jun 14, 2024 36d

↗
GILDGilead Sciences, Inc.
JointCommittee

Sell

$1K–$15K

Traded May 8, 2024Filed Jun 14, 2024 37d

↗
INTCIntel Corporation
Joint

Buy

$100K–$250K

Traded May 8, 2024Filed Jun 14, 2024 37d

↗
SWKSSkyworks Solutions, Inc.
Joint

Sell

$1K–$15K

Traded May 8, 2024Filed Jun 14, 2024 37d

↗
ADBEAdobe Systems Inc Option Type: Put Strike price: $500.00 Expires: 12/20/2024
OptionJoint

Buy

$15K–$50K

Traded May 8, 2024Filed Jun 14, 2024 37d

↗
GOLDBarrick Gold Corp Option Type: Put Strike price: $17.00 Expires: 01/17/2025
OptionJoint

Buy

$1K–$15K

Traded May 8, 2024Filed Jun 14, 2024 37d

↗
GOLDBarrick Gold Corp Option Type: Put Strike price: $17.00 Expires: 01/17/2025
OptionJoint

Buy

$1K–$15K

Traded May 8, 2024Filed Jun 14, 2024 37d

↗
XBIS&P Biotech SPDR Option Type: Put Strike price: $90.00 Expires: 10/18/2024
OptionJoint

Buy

$1K–$15K

Traded May 8, 2024Filed Jun 14, 2024 37d

↗
XBIS&P Biotech SPDR Option Type: Call Strike price: $100.00 Expires: 10/18/2024
OptionJoint

Buy

$1K–$15K

Traded May 8, 2024Filed Jun 14, 2024 37d

↗
WMSAdvanced Drainage Systems, Inc.
Joint

Sell

$1K–$15K

Traded May 7, 2024Filed Jun 14, 2024 38d

↗
GOLDBarrick Gold Corp
Joint

Sell

$100K–$250K

Traded May 7, 2024Filed Jun 14, 2024 38d

↗
FITBFifth Third Bancorp
Joint

Sell

$15K–$50K

Traded May 7, 2024Filed Jun 14, 2024 38d

↗
INTCIntel Corporation
Joint

Buy

$100K–$250K

Traded May 7, 2024Filed Jun 14, 2024 38d

↗
LSCCLattice Semiconductor Corporation
Joint

Sell

$1K–$15K

Traded May 7, 2024Filed Jun 14, 2024 38d

↗
CCJCameco Corporation Common Stock Option Type: Put Strike price: $45.00 Expires: 09/20/2024
OptionJointCommittee

Buy

$1K–$15K

Traded May 7, 2024Filed Jun 14, 2024 38d

↗
CLFCleveland-Cliffs Inc Option Type: Call Strike price: $20.00 Expires: 11/15/2024
OptionJointCommittee

Buy

$1K–$15K

Traded May 7, 2024Filed Jun 14, 2024 38d

↗
CVXChevron Corporation Common Stock Option Type: Put Strike price: $145.00 Expires: 09/20/2024
OptionJoint

Buy

$1K–$15K

Traded May 7, 2024Filed Jun 14, 2024 38d

↗
CLFCleveland-Cliffs Inc Option Type: Call Strike price: $20.00 Expires: 06/21/2024
OptionJointCommittee

Buy

$1K–$15K

Traded May 7, 2024Filed Jun 14, 2024 38d

↗
GOLDBarrick Gold Corp Option Type: Call Strike price: $20.00 Expires: 01/17/2025
OptionJoint

Buy

$1K–$15K

Traded May 7, 2024Filed Jun 14, 2024 38d

↗
FITBFifth Third Bancorp - Common Stock Option Type: Call Strike price: $30.00 Expires: 05/17/2024
OptionJoint

Buy

$1K–$15K

Traded May 7, 2024Filed Jun 14, 2024 38d

↗
ARKKArk Innovation ETF Option Type: Call Strike price: $51.00 Expires: 12/20/2024
OptionJoint

Buy

$1K–$15K

Traded May 7, 2024Filed Jun 14, 2024 38d

↗
AAgilent Technologies, Inc.
JointCommittee

Sell

$1K–$15K

Traded May 3, 2024Filed Jun 14, 2024 42d

↗
ASMLASML Holding N.V. - New York Registry Shares
Joint

Sell

$15K–$50K

Traded May 3, 2024Filed Jun 14, 2024 42d

↗
BROBrown & Brown, Inc.
Joint

Sell

$1K–$15K

Traded May 3, 2024Filed Jun 14, 2024 42d

↗
DOWDow Inc.
JointCommittee

Sell

$1K–$15K

Traded May 3, 2024Filed Jun 14, 2024 42d

↗
CDNSCadence Design Systems, Inc.
Joint

Sell

$1K–$15K

Traded May 3, 2024Filed Jun 14, 2024 42d

↗
CTASCintas Corporation
Joint

Sell

$1K–$15K

Traded May 3, 2024Filed Jun 14, 2024 42d

↗
CBSHCommerce Bancshares, Inc.
Joint

Sell

$1K–$15K

Traded May 3, 2024Filed Jun 14, 2024 42d

↗
CPRTCopart, Inc.
Joint

Sell

$1K–$15K

Traded May 3, 2024Filed Jun 14, 2024 42d

↗
DECKDeckers Outdoor Corporation
Joint

Sell

$1K–$15K

Traded May 3, 2024Filed Jun 14, 2024 42d

↗
ELSEquity Lifestyle Properties, Inc.
Joint

Sell

$1K–$15K

Traded May 3, 2024Filed Jun 14, 2024 42d

↗
FDSFactSet Research Systems Inc.
Joint

Sell

$1K–$15K

Traded May 3, 2024Filed Jun 14, 2024 42d

↗
GLPIGaming and Leisure Properties, Inc.
Joint

Sell

$1K–$15K

Traded May 3, 2024Filed Jun 14, 2024 42d

↗
GRMNGarmin Ltd.
Joint

Sell

$1K–$15K

Traded May 3, 2024Filed Jun 14, 2024 42d

↗
GGGGraco Inc.
Joint

Sell

$1K–$15K

Traded May 3, 2024Filed Jun 14, 2024 42d

↗
JKHYJack Henry & Associates, Inc.
Joint

Sell

$1K–$15K

Traded May 3, 2024Filed Jun 14, 2024 42d

↗
HSYThe Hershey Company
JointCommittee

Sell

$1K–$15K

Traded May 3, 2024Filed Jun 14, 2024 42d

↗
HUMAHumacyte, Inc.
JointCommittee

Sell · part

$15K–$50K

Traded May 3, 2024Filed Jun 14, 2024 42d

↗
HUMAHumacyte, Inc.
JointCommittee

Sell

$1K–$15K

Traded May 3, 2024Filed Jun 14, 2024 42d

↗
ITWIllinois Tool Works Inc.
Joint

Sell

$1K–$15K

Traded May 3, 2024Filed Jun 14, 2024 42d

↗
INFYInfosys Limited American Depositary Shares
Joint

Sell

$1K–$15K

Traded May 3, 2024Filed Jun 14, 2024 42d

↗
KLACKLA Corporation
Joint

Sell

$1K–$15K

Traded May 3, 2024Filed Jun 14, 2024 42d

↗
LULUlululemon athletica inc.
Joint

Sell

$1K–$15K

Traded May 3, 2024Filed Jun 14, 2024 42d

↗
MAMastercard Incorporated
Joint

Sell

$1K–$15K

Traded May 3, 2024Filed Jun 14, 2024 42d

↗
MPWRMonolithic Power Systems, Inc.
Joint

Sell

$1K–$15K

Traded May 3, 2024Filed Jun 14, 2024 42d

↗
MCOMoody's Corporation
Joint

Sell

$1K–$15K

Traded May 3, 2024Filed Jun 14, 2024 42d

↗
MSIMotorola Solutions, Inc.
Joint

Sell

$1K–$15K

Traded May 3, 2024Filed Jun 14, 2024 42d

↗
NFLXNetflix, Inc.
Joint

Sell

$1K–$15K

Traded May 3, 2024Filed Jun 14, 2024 42d

↗
NXPINXP Semiconductors N.V.
Joint

Sell

$1K–$15K

Traded May 3, 2024Filed Jun 14, 2024 42d

↗
NDSNNordson Corporation
Joint

Sell

$1K–$15K

Traded May 3, 2024Filed Jun 14, 2024 42d

↗
ODFLOld Dominion Freight Line, Inc.
Joint

Sell

$1K–$15K

Traded May 3, 2024Filed Jun 14, 2024 42d

↗
PAYXPaychex, Inc.
Joint

Sell

$1K–$15K

Traded May 3, 2024Filed Jun 14, 2024 42d

↗
PYPLPayPal Holdings, Inc.
Joint

Sell

$100K–$250K

Traded May 3, 2024Filed Jun 14, 2024 42d

↗
PEPPepsiCo, Inc.
JointCommittee

Sell

$1K–$15K

Traded May 3, 2024Filed Jun 14, 2024 42d

↗
PFEPfizer, Inc.
JointCommittee

Sell

$15K–$50K

Traded May 3, 2024Filed Jun 14, 2024 42d

↗
PGProcter & Gamble Company (The)
JointCommittee

Sell

$1K–$15K

Traded May 3, 2024Filed Jun 14, 2024 42d

↗
QLYSQualys, Inc.
Joint

Sell

$1K–$15K

Traded May 3, 2024Filed Jun 14, 2024 42d

↗
RELXRelx Plc ADR
Joint

Sell

$1K–$15K

Traded May 3, 2024Filed Jun 14, 2024 42d

↗
RMDResMed Inc.
JointCommittee

Sell

$1K–$15K

Traded May 3, 2024Filed Jun 14, 2024 42d

↗
ROLLSROYCE HOLDINGS PLC ADR
Joint

Sell · part

$1K–$15K

Traded May 3, 2024Filed Jun 14, 2024 42d

↗
ROLLSROYCE HOLDINGS PLC ADR
Joint

Sell · part

$1K–$15K

Traded May 3, 2024Filed Jun 14, 2024 42d

↗
ROLLSROYCE HOLDINGS PLC ADR
Joint

Sell

$1K–$15K

Traded May 3, 2024Filed Jun 14, 2024 42d

↗
SOLVSolventum Corporation
JointCommittee

Sell

$1K–$15K

Traded May 3, 2024Filed Jun 14, 2024 42d

↗
SNPSSynopsys, Inc.
Joint

Sell

$1K–$15K

Traded May 3, 2024Filed Jun 14, 2024 42d

↗
TELTe Connectivity Ltd
Joint

Sell

$1K–$15K

Traded May 3, 2024Filed Jun 14, 2024 42d

↗
TERTeradyne, Inc.
Joint

Sell

$1K–$15K

Traded May 3, 2024Filed Jun 14, 2024 42d

↗
UIUbiquiti Inc.
Joint

Sell

$1K–$15K

Traded May 3, 2024Filed Jun 14, 2024 42d

↗
VRSKVerisk Analytics, Inc.
Joint

Sell

$1K–$15K

Traded May 3, 2024Filed Jun 14, 2024 42d

↗
VRTXVertex Pharmaceuticals Incorporated
JointCommittee

Sell

$1K–$15K

Traded May 3, 2024Filed Jun 14, 2024 42d

↗
VVisa Inc.
Joint

Sell

$1K–$15K

Traded May 3, 2024Filed Jun 14, 2024 42d

↗
WATWaters Corporation
JointCommittee

Sell

$1K–$15K

Traded May 3, 2024Filed Jun 14, 2024 42d

↗
HUMAHumacyte, Inc.
JointCommittee

Sell · part

$50K–$100K

Traded Apr 30, 2024Filed May 15, 2024 15d

↗
CVXChevron Corporation
Joint

Sell

$100K–$250K

Traded Apr 30, 2024Filed May 15, 2024 15d

↗
XOMExxon Mobil Corporation
Joint

Sell

$50K–$100K

Traded Apr 30, 2024Filed May 15, 2024 15d

↗
GOGLGolden Ocean Group Limited
Joint

Sell

$50K–$100K

Traded Apr 30, 2024Filed May 15, 2024 15d

↗
KEYKeyCorp
Joint

Sell

$50K–$100K

Traded Apr 30, 2024Filed May 15, 2024 15d

↗
NVDANVIDIA Corporation
Joint

Sell

$15K–$50K

Traded Apr 30, 2024Filed May 15, 2024 15d

↗
OXYOccidental Petroleum Corporation
Joint

Sell

$15K–$50K

Traded Apr 30, 2024Filed May 15, 2024 15d

↗
SSBKSouthern States Bancshares, Inc.
Joint

Sell

$50K–$100K

Traded Apr 30, 2024Filed May 15, 2024 15d

↗
SBLKStar Bulk Carriers Corp. - Common Shares
Joint

Sell

$50K–$100K

Traded Apr 30, 2024Filed May 15, 2024 15d

↗
PYPLPayPal Holdings, Inc. - Common Stock Option Type: Put Strike price: $75.00 Expires: 06/21/2024
OptionJoint

Buy

$1K–$15K

Traded Apr 30, 2024Filed May 15, 2024 15d

↗
WBAWalgreens Boots Alliance, Inc.
Joint

Sell

$50K–$100K

Traded Apr 30, 2024Filed May 15, 2024 15d

↗
PACGrupo Aeroportuario Del Pacifico ADR
Joint

Sell

$1K–$15K

Traded Apr 29, 2024Filed May 15, 2024 16d

↗
MMM3M Company
Joint

Sell

$15K–$50K

Traded Apr 29, 2024Filed May 15, 2024 16d

↗
SWKSSkyworks Solutions, Inc. - Common Stock Option Type: Put Strike price: $100.00 Expires: 11/15/2024
OptionJoint

Buy

$15K–$50K

Traded Apr 29, 2024Filed May 15, 2024 16d

↗
CLXClorox Company Option Type: Put Strike price: $135.00 Expires: 06/21/2024
OptionJointCommittee

Buy

$1K–$15K

Traded Apr 29, 2024Filed May 15, 2024 16d

↗
LSCCLattice Semiconductor Corporation - Common Stock Option Type: Put Strike price: $75.00 Expires: 01/17/2025
OptionJoint

Buy

$1K–$15K

Traded Apr 29, 2024Filed May 15, 2024 16d

↗
LSCCLattice Semiconductor Corporation - Common Stock Option Type: Put Strike price: $75.00 Expires: 01/17/2025
OptionJoint

Buy

$1K–$15K

Traded Apr 29, 2024Filed May 15, 2024 16d

↗
QCOMQUALCOMM Incorporated - Common Stock Option Type: Put Strike price: $150.00 Expires: 12/20/2024
OptionJoint

Buy

$1K–$15K

Traded Apr 29, 2024Filed May 15, 2024 16d

↗
QCOMQUALCOMM Incorporated - Common Stock Option Type: Put Strike price: $155.00 Expires: 12/20/2024
OptionJoint

Buy

$15K–$50K

Traded Apr 29, 2024Filed May 15, 2024 16d

↗
CCLCarnival Corporation Common Stock Option Type: Put Strike price: $17.50 Expires: 06/21/2024
OptionJoint

Buy

$1K–$15K

Traded Apr 29, 2024Filed May 15, 2024 16d

↗
CVXChevron Corporation Common Stock Option Type: Call Strike price: $160.00 Expires: 06/21/2024
OptionJoint

Buy

$1K–$15K

Traded Apr 29, 2024Filed May 15, 2024 16d

↗
LSCCLattice Semiconductor Corporation - Common Stock Option Type: Put Strike price: $70.00 Expires: 09/20/2024
OptionJoint

Buy

$1K–$15K

Traded Apr 29, 2024Filed May 15, 2024 16d

↗
LSCCLattice Semiconductor Corporation - Common Stock Option Type: Put Strike price: $70.00 Expires: 09/20/2024
OptionJoint

Buy

$1K–$15K

Traded Apr 29, 2024Filed May 15, 2024 16d

↗
NTESNetease Inc ADR
Joint

Sell

$1K–$15K

Traded Apr 18, 2024Filed May 15, 2024 27d

↗
KMBKimberly-Clark Corporation Common Stock Option Type: Put Strike price: $115.00 Expires: 06/21/2024
OptionJointCommittee

Buy

$1K–$15K

Traded Apr 18, 2024Filed May 15, 2024 27d

↗
AAgilent Technologies, Inc.
JointCommittee

Buy

$1K–$15K

Traded Apr 5, 2024Filed May 15, 2024 40d

↗
BROBrown & Brown, Inc.
Joint

Buy

$1K–$15K

Traded Apr 5, 2024Filed May 15, 2024 40d

↗
CBSHCommerce Bancshares, Inc.
Joint

Buy

$1K–$15K

Traded Apr 5, 2024Filed May 15, 2024 40d

↗
DECKDeckers Outdoor Corporation
Joint

Buy

$1K–$15K

Traded Apr 5, 2024Filed May 15, 2024 40d

↗
GILDGilead Sciences, Inc.
JointCommittee

Buy

$1K–$15K

Traded Apr 5, 2024Filed May 15, 2024 40d

↗
PACGrupo Aeroportuario Del Pacifico, S.A. B. de C.V.
Joint

Buy

$1K–$15K

Traded Apr 5, 2024Filed May 15, 2024 40d

↗
JKHYJack Henry & Associates, Inc.
Joint

Buy

$1K–$15K

Traded Apr 5, 2024Filed May 15, 2024 40d

↗
LSCCLattice Semiconductor Corporation
Joint

Buy

$1K–$15K

Traded Apr 5, 2024Filed May 15, 2024 40d

↗
LULUlululemon athletica inc.
Joint

Buy

$1K–$15K

Traded Apr 5, 2024Filed May 15, 2024 40d

↗
NTESNetease Inc ADR
Joint

Buy

$1K–$15K

Traded Apr 5, 2024Filed May 15, 2024 40d

↗
MSIMotorola Solutions, Inc.
Joint

Buy

$1K–$15K

Traded Apr 5, 2024Filed May 15, 2024 40d

↗
NFLXNetflix, Inc.
Joint

Buy

$1K–$15K

Traded Apr 5, 2024Filed May 15, 2024 40d

↗
ODFLOld Dominion Freight Line, Inc.
Joint

Buy

$1K–$15K

Traded Apr 5, 2024Filed May 15, 2024 40d

↗
ODFLOld Dominion Freight Line, Inc.
Joint

Buy

$1K–$15K

Traded Apr 5, 2024Filed May 15, 2024 40d

↗
QLYSQualys, Inc.
Joint

Buy

$1K–$15K

Traded Apr 5, 2024Filed May 15, 2024 40d

↗
SWKSSkyworks Solutions, Inc.
Joint

Buy

$1K–$15K

Traded Apr 5, 2024Filed May 15, 2024 40d

↗
SNPSSynopsys, Inc.
Joint

Buy

$1K–$15K

Traded Apr 5, 2024Filed May 15, 2024 40d

↗
TELTe Connectivity Ltd
Joint

Buy

$1K–$15K

Traded Apr 5, 2024Filed May 15, 2024 40d

↗
SWKSSkyworks Solutions, Inc. - Common Stock Option Type: Put Strike price: $100.00 Expires: 11/15/2024
OptionJoint

Sell

$15K–$50K

Traded Apr 5, 2024Filed May 15, 2024 40d

↗
KEYSKeysight Technologies Inc.
Joint

Sell

$1K–$15K

Traded Apr 4, 2024Filed May 15, 2024 41d

↗
NDAQNasdaq, Inc.
Joint

Sell

$1K–$15K

Traded Apr 4, 2024Filed May 15, 2024 41d

↗
PAYCPaycom Software, Inc.
Joint

Sell

$1K–$15K

Traded Apr 4, 2024Filed May 15, 2024 41d

↗
PHMPulteGroup, Inc.
Joint

Sell

$1K–$15K

Traded Apr 4, 2024Filed May 15, 2024 41d

↗
REGNRegeneron Pharmaceuticals, Inc.
JointCommittee

Sell

$1K–$15K

Traded Apr 4, 2024Filed May 15, 2024 41d

↗
QSRRestaurant Brands International Inc
Joint

Sell

$1K–$15K

Traded Apr 4, 2024Filed May 15, 2024 41d

↗
ROKRockwell Automation, Inc.
Joint

Sell

$1K–$15K

Traded Apr 4, 2024Filed May 15, 2024 41d

↗
SSDSimpson Manufacturing Company, Inc.
Joint

Sell

$1K–$15K

Traded Apr 4, 2024Filed May 15, 2024 41d

↗
AMATApplied Materials, Inc. - Common Stock Option Type: Put Strike price: $175.00 Expires: 01/17/2025
OptionJoint

Buy

$1K–$15K

Traded Apr 4, 2024Filed May 15, 2024 41d

↗
AMATApplied Materials, Inc. - Common Stock Option Type: Put Strike price: $180.00 Expires: 01/17/2025
OptionJoint

Buy

$15K–$50K

Traded Apr 4, 2024Filed May 15, 2024 41d

↗
WUWestern Union Company (The)
Joint

Sell

$1K–$15K

Traded Apr 4, 2024Filed May 15, 2024 41d

↗
AMATApplied Materials, Inc. - Common Stock Option Type: Put Strike price: $135.00 Expires: 09/20/2024
OptionJoint

Buy

$1K–$15K

Traded Apr 4, 2024Filed May 15, 2024 41d

↗
AVGOBroadcom Inc.
Joint

Sell

$15K–$50K

Traded Apr 3, 2024Filed May 15, 2024 42d

↗
BMYBristol-Myers Squibb Company
JointCommittee

Sell

$1K–$15K

Traded Apr 3, 2024Filed May 15, 2024 42d

↗
EXRExtra Space Storage Inc
Joint

Sell

$1K–$15K

Traded Apr 3, 2024Filed May 15, 2024 42d

↗
IEXIDEX Corporation
Joint

Sell

$1K–$15K

Traded Apr 3, 2024Filed May 15, 2024 42d

↗
FTNTFortinet, Inc.
Joint

Sell

$1K–$15K

Traded Apr 3, 2024Filed May 15, 2024 42d

↗
LLYEli Lilly and Company
JointCommittee

Sell

$15K–$50K

Traded Apr 3, 2024Filed May 15, 2024 42d

↗
MCHPMicrochip Technology Incorporated
Joint

Sell

$1K–$15K

Traded Apr 3, 2024Filed May 15, 2024 42d

↗
CCJCameco Corporation Common Stock Option Type: Put Strike price: $45.00 Expires: 09/20/2024
OptionJointCommittee

Sell

$1K–$15K

Traded Apr 3, 2024Filed May 15, 2024 42d

↗
MCHPMicrochip Technology Incorporated - Common Stock Option Type: Put Strike price: $80.00 Expires: 10/18/2024
OptionJoint

Buy

$1K–$15K

Traded Apr 3, 2024Filed May 15, 2024 42d

↗
MCHPMicrochip Technology Incorporated - Common Stock Option Type: Put Strike price: $80.00 Expires: 10/18/2024
OptionJoint

Buy

$1K–$15K

Traded Apr 3, 2024Filed May 15, 2024 42d

↗
LSCCLattice Semiconductor Corporation - Common Stock Option Type: Put Strike price: $75.00 Expires: 01/17/2025
OptionJoint

Sell

$15K–$50K

Traded Apr 3, 2024Filed May 15, 2024 42d

↗
GILDGilead Sciences, Inc. - Common Stock Option Type: Put Strike price: $70.00 Expires: 11/15/2024
OptionJointCommittee

Sell

$1K–$15K

Traded Apr 3, 2024Filed May 15, 2024 42d

↗
ABBVAbbVie Inc. Common Stock Option Type: Put Strike price: $130.00 Expires: 09/20/2024
OptionJointCommittee

Buy

$1K–$15K

Traded Apr 3, 2024Filed May 15, 2024 42d

↗
BMYBristol-Myers Squibb Company Common Stock Option Type: Put Strike price: $50.00 Expires: 06/21/2024
OptionJointCommittee

Buy

$1K–$15K

Traded Apr 3, 2024Filed May 15, 2024 42d

↗
LSCCLattice Semiconductor Corporation - Common Stock Option Type: Put Strike price: $70.00 Expires: 09/20/2024
OptionJoint

Sell

$1K–$15K

Traded Apr 3, 2024Filed May 15, 2024 42d

↗
HUMAHumacyte, Inc.
JointCommittee

Buy

$15K–$50K

Traded Mar 21, 2024Filed Apr 15, 2024 25d

↗
HUMAHumacyte, Inc.
JointCommittee

Buy

$1K–$15K

Traded Mar 21, 2024Filed Apr 15, 2024 25d

↗
HUMAHumacyte Inc
JointCommittee

Buy

$1K–$15K

Traded Mar 21, 2024Filed Apr 15, 2024 25d

↗
ROLLSROYCE HOLDINGS PLC SPONSORED ADR
Joint

Buy

$1K–$15K

Traded Mar 21, 2024Filed Apr 15, 2024 25d

↗
ROLLSROYCE HOLDINGS PLC SPONSORED ADR
Joint

Buy

$1K–$15K

Traded Mar 21, 2024Filed Apr 15, 2024 25d

↗
PARAParamount Global
Joint

Buy

$15K–$50K

Traded Mar 21, 2024Filed Apr 15, 2024 25d

↗
WBAWalgreens Boots Alliance, Inc.
Joint

Buy

$15K–$50K

Traded Mar 21, 2024Filed Apr 15, 2024 25d

↗
ADBEAdobe Systems Inc Option Type: Put Strike price: $500.00 Expires: 12/20/2024
OptionJoint

Sell

$1K–$15K

Traded Mar 13, 2024Filed Apr 15, 2024 33d

↗
ADBEAdobe Systems Inc Option Type: Put Strike price: $500.00 Expires: 12/20/2024
OptionJoint

Sell

$1K–$15K

Traded Mar 13, 2024Filed Apr 15, 2024 33d

↗
ADBEAdobe Systems Inc Option Type: Put Strike price: $500.00 Expires: 12/20/2024
OptionJoint

Sell

$1K–$15K

Traded Mar 13, 2024Filed Apr 15, 2024 33d

↗
ADBEAdobe Systems Inc Option Type: Put Strike price: $500.00 Expires: 12/20/2024
OptionJoint

Sell

$1K–$15K

Traded Mar 13, 2024Filed Apr 15, 2024 33d

↗
QCOMQUALCOMM Incorporated - Common Stock Option Type: Put Strike price: $155.00 Expires: 12/20/2024
OptionJoint

Sell

$15K–$50K

Traded Mar 13, 2024Filed Apr 15, 2024 33d

↗
TXNTexas Instruments Incorporated
Joint

Sell

$1K–$15K

Traded Mar 12, 2024Filed Apr 15, 2024 34d

↗
JPMJP Morgan Chase & Co.
Joint

Sell · part

$1K–$15K

Traded Mar 12, 2024Filed Apr 15, 2024 34d

↗
CSXCSX Corporation
Joint

Sell · part

$15K–$50K

Traded Mar 12, 2024Filed Apr 15, 2024 34d

↗
ACNAccenture Plc
Joint

Sell

$1K–$15K

Traded Mar 12, 2024Filed Apr 15, 2024 34d

↗
AAPLApple Inc

Sell · part

$15K–$50K

Traded Mar 12, 2024Filed Apr 15, 2024 34d

↗
FEDERAL HOME LN MTG CORP MTN Rate/Coupon: 5.375% Matures: 02/08/2027
Bond

Buy

$100K–$250K

Traded Mar 12, 2024Filed Apr 15, 2024 34d

↗
AMATApplied Materials, Inc. - Common Stock Option Type: Put Strike price: $175.00 Expires: 01/17/2025
OptionJoint

Sell

$1K–$15K

Traded Mar 8, 2024Filed Apr 15, 2024 38d

↗
GOGLGolden Ocean Group Limited
Joint

Buy

$50K–$100K

Traded Feb 27, 2024Filed Mar 15, 2024 17d

↗
PFEPfizer, Inc.
JointCommittee

Buy

$1K–$15K

Traded Feb 27, 2024Filed Mar 15, 2024 17d

↗
SSBKSouthern States Bancshares, Inc.
Joint

Buy

$50K–$100K

Traded Feb 27, 2024Filed Mar 15, 2024 17d

↗
SBLKStar Bulk Carriers Corp. - Common Shares
Joint

Buy

$50K–$100K

Traded Feb 27, 2024Filed Mar 15, 2024 17d

↗
QCOMQUALCOMM Incorporated - Common Stock Option Type: Put Strike price: $150.00 Expires: 12/20/2024
OptionJoint

Sell

$15K–$50K

Traded Feb 27, 2024Filed Mar 15, 2024 17d

↗
AMATApplied Materials, Inc. - Common Stock Option Type: Put Strike price: $180.00 Expires: 01/17/2025
OptionJoint

Sell

$15K–$50K

Traded Feb 16, 2024Filed Mar 15, 2024 28d

↗
HUMAHumacyte, Inc.
JointCommittee

Buy

$15K–$50K

Traded Feb 12, 2024Filed Mar 15, 2024 32d

↗
KEYKeyCorp Common Stock Option Type: Put Strike price: $15.00 Expires: 09/20/2024
OptionJoint

Sell

$1K–$15K

Traded Feb 12, 2024Filed Mar 15, 2024 32d

↗
INTCIntel Corporation - Common Stock Option Type: Put Strike price: $45.00 Expires: 12/20/2024
OptionJoint

Sell

$15K–$50K

Traded Jan 24, 2024Filed Feb 14, 2024 21d

↗
AONAon plc Class A Ordinary Shares (Ireland)
Joint

Sell

$1K–$15K

Traded Jan 22, 2024Filed Feb 14, 2024 23d

↗
CLFCleveland-Cliffs Inc.
JointCommittee

Sell · part

$50K–$100K

Traded Jan 22, 2024Filed Feb 14, 2024 23d

↗
CLFCleveland-Cliffs Inc.
JointCommittee

Sell · part

$50K–$100K

Traded Jan 22, 2024Filed Feb 14, 2024 23d

↗
CLFCleveland-Cliffs Inc.
JointCommittee

Sell · part

$15K–$50K

Traded Jan 22, 2024Filed Feb 14, 2024 23d

↗
CLFCleveland-Cliffs Inc.
JointCommittee

Sell · part

$15K–$50K

Traded Jan 22, 2024Filed Feb 14, 2024 23d

↗
METAMeta Platforms, Inc.
Joint

Sell

$1K–$15K

Traded Jan 22, 2024Filed Feb 14, 2024 23d

↗
IDXXIDEXX Laboratories, Inc.
JointCommittee

Sell

$1K–$15K

Traded Jan 22, 2024Filed Feb 14, 2024 23d

↗
MMCMarsh & McLennan Companies, Inc.
Joint

Sell

$1K–$15K

Traded Jan 22, 2024Filed Feb 14, 2024 23d

↗
MNSTMonster Beverage Corporation
JointCommittee

Sell

$1K–$15K

Traded Jan 22, 2024Filed Feb 14, 2024 23d

↗
SCCOSouthern Copper Corporation
JointCommittee

Sell

$1K–$15K

Traded Jan 22, 2024Filed Feb 14, 2024 23d

↗
CLFCleveland-Cliffs Inc. Common Stock Option Type: Call Strike price: $20.00 Expires: 11/15/2024
OptionJointCommittee

Sell

$1K–$15K

Traded Jan 22, 2024Filed Feb 14, 2024 23d

↗
CLFCleveland-Cliffs Inc. Common Stock Option Type: Call Strike price: $20.00 Expires: 11/15/2024
OptionJointCommittee

Sell

$1K–$15K

Traded Jan 22, 2024Filed Feb 14, 2024 23d

↗
CLFCleveland-Cliffs Inc. Common Stock Option Type: Put Strike price: $17.00 Expires: 01/17/2025
OptionJointCommittee

Sell

$1K–$15K

Traded Jan 22, 2024Filed Feb 14, 2024 23d

↗
CLFCleveland-Cliffs Inc. Common Stock Option Type: Put Strike price: $17.00 Expires: 01/17/2025
OptionJointCommittee

Sell

$1K–$15K

Traded Jan 22, 2024Filed Feb 14, 2024 23d

↗
CLFCleveland-Cliffs Inc. Common Stock Option Type: Put Strike price: $17.00 Expires: 01/17/2025
OptionJointCommittee

Sell

$1K–$15K

Traded Jan 22, 2024Filed Feb 14, 2024 23d

↗
HUMAHumacyte, Inc.
JointCommittee

Sell · part

$1K–$15K

Traded Jan 19, 2024Filed Feb 14, 2024 26d

↗
ABBVAbbVie Inc.
JointCommittee

Sell

$1K–$15K

Traded Jan 19, 2024Filed Feb 14, 2024 26d

↗
ADBEAdobe Inc.
Joint

Sell

$1K–$15K

Traded Jan 19, 2024Filed Feb 14, 2024 26d

↗
AMDAdvanced Micro Devices, Inc.
Joint

Sell

$15K–$50K

Traded Jan 19, 2024Filed Feb 14, 2024 26d

↗
GOOGAlphabet Inc. - Class C Capital Stock
Joint

Sell

$1K–$15K

Traded Jan 19, 2024Filed Feb 14, 2024 26d

↗
GOOGLAlphabet Inc.
Joint

Sell

$1K–$15K

Traded Jan 19, 2024Filed Feb 14, 2024 26d

↗
AMEAMETEK, Inc.
Joint

Sell

$1K–$15K

Traded Jan 19, 2024Filed Feb 14, 2024 26d

↗
AMGNAmgen Inc.
JointCommittee

Sell

$15K–$50K

Traded Jan 19, 2024Filed Feb 14, 2024 26d

↗
APHAmphenol Corporation
Joint

Sell

$1K–$15K

Traded Jan 19, 2024Filed Feb 14, 2024 26d

↗
ADIAnalog Devices, Inc.
Joint

Sell

$1K–$15K

Traded Jan 19, 2024Filed Feb 14, 2024 26d

↗
AAPLApple Inc.
Joint

Sell

$250K–$500K

Traded Jan 19, 2024Filed Feb 14, 2024 26d

↗
AMATApplied Materials, Inc.
Joint

Sell

$1K–$15K

Traded Jan 19, 2024Filed Feb 14, 2024 26d

↗
ADSKAutodesk, Inc.
Joint

Sell

$1K–$15K

Traded Jan 19, 2024Filed Feb 14, 2024 26d

↗
CFGCitizens Financial Group, Inc.
Joint

Sell

$15K–$50K

Traded Jan 19, 2024Filed Feb 14, 2024 26d

↗
RACEFerrari N.V. Common Shares
Joint

Sell

$1K–$15K

Traded Jan 19, 2024Filed Feb 14, 2024 26d

↗
GNTXGentex Corporation
Joint

Sell

$15K–$50K

Traded Jan 19, 2024Filed Feb 14, 2024 26d

↗
IBMInternational Business Machines Corporation Common
Joint

Sell

$1K–$15K

Traded Jan 19, 2024Filed Feb 14, 2024 26d

↗
LRCXLam Research Corporation
Joint

Sell

$1K–$15K

Traded Jan 19, 2024Filed Feb 14, 2024 26d

↗
NVONovo Nordisk A/S
JointCommittee

Sell

$15K–$50K

Traded Jan 19, 2024Filed Feb 14, 2024 26d

↗
PAMPampa Energia S.A. ADR
Joint

Sell

$1K–$15K

Traded Jan 19, 2024Filed Feb 14, 2024 26d

↗
SSBKSouthern States Bancshares, Inc.
Joint

Sell · part

$15K–$50K

Traded Jan 19, 2024Filed Feb 14, 2024 26d

↗
SSBKSouthern States Bancshares, Inc.
Joint

Sell · part

$1K–$15K

Traded Jan 19, 2024Filed Feb 14, 2024 26d

↗
SSBKSouthern States Bancshares, Inc.
Joint

Sell · part

$1K–$15K

Traded Jan 19, 2024Filed Feb 14, 2024 26d

↗
SSBKSouthern States Bancshares, Inc.
Joint

Sell · part

$1K–$15K

Traded Jan 19, 2024Filed Feb 14, 2024 26d

↗
SSBKSouthern States Bancshares, Inc.
Joint

Sell · part

$1K–$15K

Traded Jan 19, 2024Filed Feb 14, 2024 26d

↗
SSBKSouthern States Bancshares, Inc.
Joint

Sell · part

$1K–$15K

Traded Jan 19, 2024Filed Feb 14, 2024 26d

↗
SSBKSouthern States Bancshares, Inc.
Joint

Sell · part

$1K–$15K

Traded Jan 19, 2024Filed Feb 14, 2024 26d

↗
SSBKSouthern States Bancshares, Inc.
Joint

Sell · part

$1K–$15K

Traded Jan 19, 2024Filed Feb 14, 2024 26d

↗
SSBKSouthern States Bancshares, Inc.
Joint

Sell · part

$1K–$15K

Traded Jan 19, 2024Filed Feb 14, 2024 26d

↗
SSBKSouthern States Bancshares, Inc.
Joint

Sell · part

$1K–$15K

Traded Jan 19, 2024Filed Feb 14, 2024 26d

↗
SSBKSouthern States Bancshares, Inc.
Joint

Sell · part

$1K–$15K

Traded Jan 19, 2024Filed Feb 14, 2024 26d

↗
SSBKSouthern States Bancshares, Inc.
Joint

Sell

$1K–$15K

Traded Jan 19, 2024Filed Feb 14, 2024 26d

↗
XPXP Inc.
Joint

Sell

$15K–$50K

Traded Jan 19, 2024Filed Feb 14, 2024 26d

↗
PGProcter & Gamble Company (The) Common Stock Option Type: Put Strike price: $150.00 Expires: 01/19/2024
OptionJointCommittee

Buy

$1K–$15K

Traded Jan 19, 2024Filed Feb 14, 2024 26d

↗
AAPLApple Inc. - Common Stock Option Type: Put Strike price: $165.00 Expires: 03/15/2024
OptionJoint

Buy

$1K–$15K

Traded Jan 10, 2024Filed Feb 14, 2024 35d

↗
UNPUnion Pacific Corporation
Joint

Sell · part

$15K–$50K

Traded Jan 3, 2024Filed Feb 14, 2024 42d

↗
DGXQuest Diagnostics Incorporated
JointCommittee

Sell · part

$15K–$50K

Traded Jan 3, 2024Filed Feb 14, 2024 42d

↗
SLFSun Life Financial Inc.
Joint

Sell · part

$15K–$50K

Traded Jan 3, 2024Filed Feb 14, 2024 42d

↗
ORCLOracle Corporation
Joint

Sell · part

$1K–$15K

Traded Jan 3, 2024Filed Feb 14, 2024 42d

↗
MSFTMicrosoft Corporation
Joint

Sell · part

$15K–$50K

Traded Jan 3, 2024Filed Feb 14, 2024 42d

↗
LLYEli Lilly and Company
JointCommittee

Sell · part

$15K–$50K

Traded Jan 3, 2024Filed Feb 14, 2024 42d

↗
BMYBristol-Myers Squibb Company
JointCommittee

Sell · part

$1K–$15K

Traded Jan 3, 2024Filed Feb 14, 2024 42d

↗
AAPLApple Inc.
Joint

Sell · part

$15K–$50K

Traded Jan 3, 2024Filed Feb 14, 2024 42d

↗
GOOGLAlphabet Inc.
Joint

Sell · part

$1K–$15K

Traded Jan 3, 2024Filed Feb 14, 2024 42d

↗
KEYKeycorp
Joint

Buy

$15K–$50K

Traded Dec 26, 2023Filed Jan 12, 2024 17d

↗
RFRegions Financial Corp
Joint

Sell

$15K–$50K

Traded Dec 26, 2023Filed Jan 12, 2024 17d

↗
VZVerizon Communications Inc
Joint

Sell · part

$15K–$50K

Traded Dec 26, 2023Filed Jan 12, 2024 17d

↗
PARAParamount Global Cl B
Joint

Buy

$15K–$50K

Traded Dec 26, 2023Filed Jan 12, 2024 17d

↗
UAAUnder Armour
Joint

Sell

$15K–$50K

Traded Dec 19, 2023Filed Jan 12, 2024 24d

↗
GOLDBarrick Gold Corp
Joint

Buy

$50K–$100K

Traded Dec 18, 2023Filed Jan 12, 2024 25d

↗
CVXChevron Corp Option Type: Put Strike price: $145.00 Expires: 09/20/2024
OptionJoint

Sell

$1K–$15K

Traded Dec 18, 2023Filed Jan 12, 2024 25d

↗
GOLDBarrick Gold Corp Option Type: Call Strike price: $20.00 Expires: 01/17/2025
OptionJoint

Sell

$15K–$50K

Traded Dec 18, 2023Filed Jan 12, 2024 25d

↗
GOLDBarrick Gold Corp Option Type: Put Strike price: $17.00 Expires: 01/17/2025
OptionJoint

Sell

$1K–$15K

Traded Dec 18, 2023Filed Jan 12, 2024 25d

↗
CVXChevron Corp Option Type: Call Strike price: $160.00 Expires: 06/21/2024
OptionJoint

Sell

$1K–$15K

Traded Dec 18, 2023Filed Jan 12, 2024 25d

↗
CVXChevron Corp
Joint

Buy

$50K–$100K

Traded Dec 14, 2023Filed Jan 12, 2024 29d

↗
CVXChevron Corp
Joint

Buy

$100K–$250K

Traded Dec 13, 2023Filed Jan 12, 2024 30d

↗
GOLDBarrick Gold Corp
Joint

Buy

$15K–$50K

Traded Dec 12, 2023Filed Jan 12, 2024 31d

↗
DVADavita Healthcare Partners Inc Option Type: Put Strike price: $100.00 Expires: 07/19/2024
OptionJointCommittee

Sell

$1K–$15K

Traded Dec 12, 2023Filed Jan 12, 2024 31d

↗
GOLDBarrick Gold Corp
Joint

Buy

$1K–$15K

Traded Dec 11, 2023Filed Jan 12, 2024 32d

↗
MDLZMondelez International, Inc. - Class A Common Stoc Option Type: Put Strike price: $70.00 Expires: 01/19/2024
OptionJointCommittee

Buy

$1K–$15K

Traded Nov 22, 2023Filed Dec 15, 2023 23d

↗
FGBIFirst Gurty Banc
Joint

Sell

$15K–$50K

Traded Nov 21, 2023Filed Dec 15, 2023 24d

↗
KEYKeyCorp
Joint

Buy

$15K–$50K

Traded Nov 21, 2023Filed Dec 15, 2023 24d

↗
CLFCleveland-Cliffs Inc Option Type: Call Strike price: $20.00 Expires: 07/19/2024
OptionJointCommittee

Sell

$1K–$15K

Traded Nov 21, 2023Filed Dec 15, 2023 24d

↗
ABBVAbbvie Inc Option Type: Put Strike price: $130.00 Expires: 09/20/2024
OptionJointCommittee

Sell

$1K–$15K

Traded Nov 20, 2023Filed Dec 15, 2023 25d

↗
BMYBristol-Myers Squibb Company Option Type: Put Strike price: $50.00 Expires: 06/21/2024
OptionJointCommittee

Sell

$1K–$15K

Traded Nov 16, 2023Filed Dec 15, 2023 29d

↗
MCHPMicrochip Technology Option Type: Put Strike price: $80.00 Expires: 10/18/2024
OptionJoint

Sell

$1K–$15K

Traded Nov 15, 2023Filed Dec 15, 2023 30d

↗
AMATApplied Materials Option Type: Put Strike price: $135.00 Expires: 09/20/2024
OptionJoint

Sell

$1K–$15K

Traded Nov 15, 2023Filed Dec 15, 2023 30d

↗
OXYOccidental Petroleum Corp Option Type: Put Strike price: $60.00 Expires: 05/17/2024
OptionJoint

Sell

$1K–$15K

Traded Nov 14, 2023Filed Dec 15, 2023 31d

↗
OXYOccidental Petroleum Corp Option Type: Call Strike price: $65.00 Expires: 06/21/2024
OptionJoint

Sell

$1K–$15K

Traded Nov 14, 2023Filed Dec 15, 2023 31d

↗
MSFTMicrosoft Corporation - Common Stock Option Type: Put Strike price: $305.00 Expires: 09/20/2024
OptionJoint

Sell

$1K–$15K

Traded Nov 9, 2023Filed Dec 15, 2023 36d

↗
CLFCleveland-Cliffs Inc Option Type: Call Strike price: $20.00 Expires: 01/17/2025
OptionJointCommittee

Sell

$1K–$15K

Traded Nov 9, 2023Filed Dec 15, 2023 36d

↗
XUnited States Steel Corp Option Type: Put Strike price: $20.00 Expires: 06/21/2024
OptionJoint

Buy

$1K–$15K

Traded Nov 7, 2023Filed Dec 15, 2023 38d

↗
CLXClorox Company (The)
JointCommittee

Sell · part

$100K–$250K

Traded Oct 31, 2023Filed Nov 16, 2023 16d

↗
CLXClorox Company (The)
JointCommittee

Sell · part

$15K–$50K

Traded Oct 31, 2023Filed Nov 16, 2023 16d

↗
CLXClorox Company (The)
JointCommittee

Sell · part

$15K–$50K

Traded Oct 31, 2023Filed Nov 16, 2023 16d

↗
CLXClorox Company (The)
JointCommittee

Sell · part

$15K–$50K

Traded Oct 31, 2023Filed Nov 16, 2023 16d

↗
CLXClorox Company (The)
JointCommittee

Sell · part

$15K–$50K

Traded Oct 31, 2023Filed Nov 16, 2023 16d

↗
CLXClorox Company (The)
JointCommittee

Sell · part

$1K–$15K

Traded Oct 31, 2023Filed Nov 16, 2023 16d

↗
HPQHP Inc.
Joint

Sell

$15K–$50K

Traded Oct 31, 2023Filed Nov 16, 2023 16d

↗
KMBKimberly-Clark Corporation
JointCommittee

Sell

$100K–$250K

Traded Oct 31, 2023Filed Nov 16, 2023 16d

↗
CLFCleveland-Cliffs Inc Option Type: Call Strike price: $17.00 Expires: 06/21/2024
OptionJointCommittee

Sell

$1K–$15K

Traded Oct 31, 2023Filed Nov 16, 2023 16d

↗
CLFCleveland-Cliffs Inc Option Type: Call Strike price: $17.00 Expires: 06/21/2024
OptionJointCommittee

Sell

$1K–$15K

Traded Oct 31, 2023Filed Nov 16, 2023 16d

↗
CLXClorox Company Option Type: Put Strike price: $135.00 Expires: 06/21/2024
OptionJointCommittee

Sell

$50K–$100K

Traded Oct 31, 2023Filed Nov 16, 2023 16d

↗
KMBKimberly-Clark Corporation Common Stock Option Type: Put Strike price: $115.00 Expires: 06/21/2024
OptionJointCommittee

Sell

$1K–$15K

Traded Oct 31, 2023Filed Nov 16, 2023 16d

↗
HPQHP Inc.
Joint

Buy

$15K–$50K

Traded Oct 30, 2023Filed Nov 16, 2023 17d

↗
CLXClorox Company (The)
JointCommittee

Buy

$100K–$250K

Traded Oct 25, 2023Filed Nov 16, 2023 22d

↗
CLFCleveland-Cliffs Inc.
JointCommittee

Buy

$15K–$50K

Traded Oct 23, 2023Filed Nov 16, 2023 24d

↗
HPQHP Inc.
Joint

Sell

$15K–$50K

Traded Oct 23, 2023Filed Nov 16, 2023 24d

↗
HPQHP Inc.
Joint

Buy

$15K–$50K

Traded Oct 23, 2023Filed Nov 16, 2023 24d

↗
CLFCleveland-Cliffs Inc.
JointCommittee

Buy

$15K–$50K

Traded Oct 18, 2023Filed Nov 16, 2023 29d

↗
ABBVAbbVie Inc.
JointCommittee

Buy

$1K–$15K

Traded Oct 17, 2023Filed Nov 16, 2023 30d

↗
WMSAdvanced Drainage Systems, Inc.
Joint

Buy

$1K–$15K

Traded Oct 17, 2023Filed Nov 16, 2023 30d

↗
AONAON Plc
Joint

Buy

$1K–$15K

Traded Oct 17, 2023Filed Nov 16, 2023 30d

↗
AMATApplied Materials, Inc.
Joint

Buy

$1K–$15K

Traded Oct 17, 2023Filed Nov 16, 2023 30d

↗
BMYBristol-Myers Squibb Company
JointCommittee

Buy

$1K–$15K

Traded Oct 17, 2023Filed Nov 16, 2023 30d

↗
KOCoca-Cola Company (The)
JointCommittee

Sell

$1K–$15K

Traded Oct 17, 2023Filed Nov 16, 2023 30d

↗
METAMeta Platforms, Inc.
Joint

Buy

$1K–$15K

Traded Oct 17, 2023Filed Nov 16, 2023 30d

↗
FTNTFortinet, Inc.
Joint

Buy

$1K–$15K

Traded Oct 17, 2023Filed Nov 16, 2023 30d

↗
GGGGraco Inc.
Joint

Buy

$1K–$15K

Traded Oct 17, 2023Filed Nov 16, 2023 30d

↗
ITWIllinois Tool Works Inc.
Joint

Buy

$1K–$15K

Traded Oct 17, 2023Filed Nov 16, 2023 30d

↗
MMCMarsh & McLennan Companies, Inc.
Joint

Buy

$1K–$15K

Traded Oct 17, 2023Filed Nov 16, 2023 30d

↗
MCHPMicrochip Technology Incorporated
Joint

Buy

$1K–$15K

Traded Oct 17, 2023Filed Nov 16, 2023 30d

↗
MPWRMonolithic Power Systems, Inc.
Joint

Buy

$1K–$15K

Traded Oct 17, 2023Filed Nov 16, 2023 30d

↗
MNSTMonster Beverage Corporation
JointCommittee

Buy

$1K–$15K

Traded Oct 17, 2023Filed Nov 16, 2023 30d

↗
MCOMoody's Corporation
Joint

Buy

$1K–$15K

Traded Oct 17, 2023Filed Nov 16, 2023 30d

↗
NXPINXP Semiconductors N.V.
Joint

Buy

$1K–$15K

Traded Oct 17, 2023Filed Nov 16, 2023 30d

↗
PHMPulteGroup, Inc.
Joint

Buy

$1K–$15K

Traded Oct 17, 2023Filed Nov 16, 2023 30d

↗
RMDResMed Inc.
JointCommittee

Buy

$1K–$15K

Traded Oct 17, 2023Filed Nov 16, 2023 30d

↗
ROKRockwell Automation, Inc.
Joint

Buy

$1K–$15K

Traded Oct 17, 2023Filed Nov 16, 2023 30d

↗
SWKSSkyworks Solutions, Inc.
Joint

Sell

$1K–$15K

Traded Oct 17, 2023Filed Nov 16, 2023 30d

↗
SCCOSouthern Copper Corporation
JointCommittee

Buy

$1K–$15K

Traded Oct 17, 2023Filed Nov 16, 2023 30d

↗
TSLATesla, Inc.
Joint

Sell

$1K–$15K

Traded Oct 17, 2023Filed Nov 16, 2023 30d

↗
MMM3M Company
Joint

Buy

$15K–$50K

Traded Oct 17, 2023Filed Nov 16, 2023 30d

↗
UNPUnion Pacific Corporation
Joint

Sell

$1K–$15K

Traded Oct 17, 2023Filed Nov 16, 2023 30d

↗
WUWestern Union Company (The)
Joint

Buy

$1K–$15K

Traded Oct 17, 2023Filed Nov 16, 2023 30d

↗
TXNTexas Instruments Incorporated - Common Stock Option Type: Put Strike price: $180.00 Expires: 06/21/2024
OptionJoint

Buy

$15K–$50K

Traded Oct 17, 2023Filed Nov 16, 2023 30d

↗
TXNTexas Instruments Incorporated - Common Stock Option Type: Put Strike price: $180.00 Expires: 06/21/2024
OptionJoint

Buy

$1K–$15K

Traded Oct 17, 2023Filed Nov 16, 2023 30d

↗
TXNTexas Instruments Incorporated - Common Stock Option Type: Put Strike price: $150.00 Expires: 06/21/2024
OptionJoint

Buy

$1K–$15K

Traded Oct 17, 2023Filed Nov 16, 2023 30d

↗
TXNTexas Instruments Incorporated - Common Stock Option Type: Put Strike price: $150.00 Expires: 06/21/2024
OptionJoint

Buy

$1K–$15K

Traded Oct 17, 2023Filed Nov 16, 2023 30d

↗
TXNTexas Instruments Incorporated - Common Stock Option Type: Put Strike price: $150.00 Expires: 06/21/2024
OptionJoint

Buy

$1K–$15K

Traded Oct 17, 2023Filed Nov 16, 2023 30d

↗
KOCoca-Cola Company (The) Common Stock Option Type: Put Strike price: $60.00 Expires: 12/15/2023
OptionJointCommittee

Buy

$1K–$15K

Traded Oct 17, 2023Filed Nov 16, 2023 30d

↗
KOCoca-Cola Company (The) Common Stock Option Type: Put Strike price: $60.00 Expires: 12/15/2023
OptionJointCommittee

Buy

$1K–$15K

Traded Oct 17, 2023Filed Nov 16, 2023 30d

↗
TSLATesla, Inc. - Common Stock Option Type: Put Strike price: $190.00 Expires: 12/15/2023
OptionJoint

Buy

$1K–$15K

Traded Oct 17, 2023Filed Nov 16, 2023 30d

↗
TSLATesla, Inc. - Common Stock Option Type: Put Strike price: $190.00 Expires: 12/15/2023
OptionJoint

Buy

$1K–$15K

Traded Oct 17, 2023Filed Nov 16, 2023 30d

↗
TSLATesla, Inc. - Common Stock Option Type: Put Strike price: $190.00 Expires: 12/15/2023
OptionJoint

Buy

$1K–$15K

Traded Oct 17, 2023Filed Nov 16, 2023 30d

↗
AMATApplied Materials, Inc. - Common Stock Option Type: Put Strike price: $140.00 Expires: 04/19/2024
OptionJoint

Sell

$1K–$15K

Traded Oct 17, 2023Filed Nov 16, 2023 30d

↗
AMATApplied Materials, Inc. - Common Stock Option Type: Put Strike price: $140.00 Expires: 04/19/2024
OptionJoint

Sell

$1K–$15K

Traded Oct 17, 2023Filed Nov 16, 2023 30d

↗
AAgilent Technologies
JointCommittee

Sell · part

$1K–$15K

Traded Oct 16, 2023Filed Nov 16, 2023 31d

↗
ADPAutomatic Data Processing, Inc.
Joint

Sell

$1K–$15K

Traded Oct 16, 2023Filed Nov 16, 2023 31d

↗
CSXCSX Corporation
Joint

Sell · part

$1K–$15K

Traded Oct 16, 2023Filed Nov 16, 2023 31d

↗
CRUSCirrus Logic, Inc.
Joint

Sell

$1K–$15K

Traded Oct 16, 2023Filed Nov 16, 2023 31d

↗
CBSHCommerce Bancshares, Inc.
Joint

Sell

$1K–$15K

Traded Oct 16, 2023Filed Nov 16, 2023 31d

↗
DIODDiodes Incorporated
Joint

Sell

$1K–$15K

Traded Oct 16, 2023Filed Nov 16, 2023 31d

↗
GISGeneral Mills, Inc.
JointCommittee

Sell

$1K–$15K

Traded Oct 16, 2023Filed Nov 16, 2023 31d

↗
GSKGsk Plc ADR
JointCommittee

Sell

$1K–$15K

Traded Oct 16, 2023Filed Nov 16, 2023 31d

↗
JKHYJack Henry & Associates, Inc.
Joint

Sell

$1K–$15K

Traded Oct 16, 2023Filed Nov 16, 2023 31d

↗
JNJJohnson & Johnson
JointCommittee

Sell

$1K–$15K

Traded Oct 16, 2023Filed Nov 16, 2023 31d

↗
MRKMerck & Company, Inc. Common Stock (new)
JointCommittee

Sell

$1K–$15K

Traded Oct 16, 2023Filed Nov 16, 2023 31d

↗
NSCNorfolk Southern Corporation
Joint

Sell

$1K–$15K

Traded Oct 16, 2023Filed Nov 16, 2023 31d

↗
ODFLOld Dominion Freight Line, Inc.
Joint

Sell

$1K–$15K

Traded Oct 16, 2023Filed Nov 16, 2023 31d

↗
RRCRange Resources Corporation
Joint

Sell

$1K–$15K

Traded Oct 16, 2023Filed Nov 16, 2023 31d

↗
SKYSkyline Champion Corporation
Joint

Sell

$1K–$15K

Traded Oct 16, 2023Filed Nov 16, 2023 31d

↗
KRKroger Company
JointCommittee

Sell

$50K–$100K

Traded Oct 11, 2023Filed Nov 16, 2023 36d

↗
LPXLouisiana-Pacific Corporation
Joint

Sell

$100K–$250K

Traded Oct 11, 2023Filed Nov 16, 2023 36d

↗
NUNu Holdings Ltd Cl A
Joint

Sell

$100K–$250K

Traded Oct 11, 2023Filed Nov 16, 2023 36d

↗
TXNTexas Instruments Incorporated
Joint

Sell · part

$50K–$100K

Traded Oct 11, 2023Filed Nov 16, 2023 36d

↗
TXNTexas Instruments Incorporated
Joint

Sell · part

$50K–$100K

Traded Oct 11, 2023Filed Nov 16, 2023 36d

↗
TXNTexas Instruments Incorporated
Joint

Sell · part

$15K–$50K

Traded Oct 11, 2023Filed Nov 16, 2023 36d

↗
TXNTexas Instruments Incorporated
Joint

Sell · part

$15K–$50K

Traded Oct 11, 2023Filed Nov 16, 2023 36d

↗
TXNTexas Instruments Incorporated
Joint

Sell · part

$1K–$15K

Traded Oct 11, 2023Filed Nov 16, 2023 36d

↗
TXNTexas Instruments Incorporated
Joint

Sell · part

$1K–$15K

Traded Oct 11, 2023Filed Nov 16, 2023 36d

↗
LPXLouisiana-Pacific Corporation Common Stock Option Type: Put Strike price: $52.50 Expires: 06/21/2024
OptionJoint

Sell

$1K–$15K

Traded Oct 11, 2023Filed Nov 16, 2023 36d

↗
XUnited States Steel Corporation
Joint

Sell · part

$15K–$50K

Traded Oct 11, 2023Filed Nov 16, 2023 36d

↗
XUnited States Steel Corporation
Joint

Sell · part

$1K–$15K

Traded Oct 11, 2023Filed Nov 16, 2023 36d

↗
TXNTexas Instruments Incorporated - Common Stock Option Type: Put Strike price: $150.00 Expires: 06/21/2024
OptionJoint

Sell

$15K–$50K

Traded Oct 11, 2023Filed Nov 16, 2023 36d

↗
LPXLouisiana-Pacific Corporation Common Stock Option Type: Call Strike price: $70.00 Expires: 05/17/2024
OptionJoint

Buy

$1K–$15K

Traded Oct 11, 2023Filed Nov 16, 2023 36d

↗
XUnited States Steel Corp Option Type: Call Strike price: $25.00 Expires: 06/21/2024
OptionJoint

Buy

$1K–$15K

Traded Oct 11, 2023Filed Nov 16, 2023 36d

↗
TXNTexas Instruments Incorporated - Common Stock Option Type: Call Strike price: $180.00 Expires: 04/19/2024
OptionJoint

Buy

$1K–$15K

Traded Oct 11, 2023Filed Nov 16, 2023 36d

↗

Reported holdings

2025 annual report · filed Aug 11, 2026 · values at year end, in the ranges disclosed · changes vs 2024

Original

$2.9M–$6.7M sum of 82 disclosed ranges

Stock 44
Fund 27
Real estate 1
Cash 6
Bond 2
Other 2

AssetOwner Valuevs 2024
Property 2Real estateJoint$500K–$1MSame band
AAPLApple Inc.Osaic IRA (formerly Lincoln IRA)Self$250K–$500KSame band
Fidelity (FDRXX)CashOsaic IRA (formerly Lincoln IRA)Self$250K–$500KSame band
GOOGLAlphabet Inc.Osaic IRA (formerly Lincoln IRA)Self$100K–$250KSame band
XARSPDR S&P Aerospace & Defense ETFFundOsaic IRA (formerly Lincoln IRA)Self$100K–$250KSame band
ABNFXThe Bond Fund of America Class F2Osaic IRA (formerly Lincoln IRA)Self$100K–$250KSame band
VIGVanguard Dividend Appreciation Index Fund ETF SharFundOsaic IRA (formerly Lincoln IRA)Self$100K–$250K▲ $50K–$100K
WMTWalmart Inc.Osaic IRA (formerly Lincoln IRA)Self$100K–$250K▲ $50K–$100K
CCitigroup Inc.Osaic IRA (formerly Lincoln IRA)Self$50K–$100K▲ $15K–$50K
XLPConsumer Staples Select Sector SPDR FundFundOsaic IRA (formerly Lincoln IRA)Self$50K–$100KSame band
FSMSXFS Multi-Strategy Alternatives Fund Class IFundOsaic IRA (formerly Lincoln IRA)Self$50K–$100KSame band
FSPSXFidelity International Index FundFundOsaic IRA (formerly Lincoln IRA)Self$50K–$100KSame band
FSMDXFidelity Mid Cap Index FundFundOsaic IRA (formerly Lincoln IRA)Self$50K–$100KSame band
SGIIXFirst Eagle Global Fund Class IFundOsaic IRA (formerly Lincoln IRA)Self$50K–$100KSame band
TDIVFirst Trust NASDAQ Technology Dividend Index FundFundOsaic IRA (formerly Lincoln IRA)Self$50K–$100KSame band
XLVHealth Care Select Sector SPDR FundFundOsaic IRA (formerly Lincoln IRA)Self$50K–$100KSame band
RSPInvesco S&P 500 Equal Weight ETFOsaic IRA (formerly Lincoln IRA)Self$50K–$100KSame band
HELOJPMorgan Hedged Equity Laddered Overlay ETFFundOsaic IRA (formerly Lincoln IRA)Self$50K–$100KNew
LVHILegg Mason International Low Volatility High DividFundOsaic IRA (formerly Lincoln IRA)Self$50K–$100KSame band
NUENucor CorporationOsaic IRA (formerly Lincoln IRA)Self$50K–$100KSame band
PFIUXPIMCO Dynamic Bond Fund - InstitutionalFundOsaic IRA (formerly Lincoln IRA)Self$50K–$100KNew
PQIIXPimco Dividend and Income Fund Class InstlFundOsaic IRA (formerly Lincoln IRA)Self$50K–$100KSame band
XLFThe Financial Select Sector SPDR FundFundOsaic IRA (formerly Lincoln IRA)Self$50K–$100KNew
XLUUtilities Select Sector SPDR FundFundOsaic IRA (formerly Lincoln IRA)Self$50K–$100KSame band
DTDWisdomTree U.S. Total Dividend FundFundOsaic IRA (formerly Lincoln IRA)Self$50K–$100KSame band
DHSWisdomtree U.S. High Dividend FundOsaic IRA (formerly Lincoln IRA)Self$50K–$100KSame band
USIGiShares Broad USD Investment Grade Corporate Bond ETFFundOsaic IRA (formerly Lincoln IRA)Self$50K–$100KNew
IVViShares Core S&P 500 ETFFundOsaic IRA (formerly Lincoln IRA)Self$50K–$100KSame band
AST Balanced Asset AllocationFundPrudential Variable AnnuitySelf$15K–$50KSame band
ABBVAbbVie Inc.Osaic Joint Brokerage Account (formerly Lincoln Joint Bro...Joint$15K–$50KSame band
GOOGLAlphabet Inc.Osaic Joint Brokerage Account (formerly Lincoln Joint Bro...Joint$15K–$50K▼ $50K–$100K
AWKAmerican Water Works Company, Inc.Osaic Joint Brokerage Account (formerly Lincoln Joint Bro...Joint$15K–$50KSame band
AAPLApple Inc.Osaic Joint Brokerage Account (formerly Lincoln Joint Bro...Joint$15K–$50K▼ $100K–$250K
CSXCSX CorpOsaic Joint Brokerage Account (formerly Lincoln Joint Bro...Joint$15K–$50KSame band
DUKDuke Energy CorporationOsaic Joint Brokerage Account (formerly Lincoln Joint Bro...Joint$15K–$50KSame band
Fidelity (SPAXX)CashOsaic Joint Brokerage Account (formerly Lincoln Joint Bro...Joint$15K–$50K▼ $50K–$100K
Fifth Third BankCashJoint$15K–$50KSame band
QQQInvesco QQQ TrustFundOsaic IRA (formerly Lincoln IRA)Self$15K–$50KSame band
LMTLockheed Martin CorporationOsaic Joint Brokerage Account (formerly Lincoln Joint Bro...Joint$15K–$50KSame band
MAMastercard IncorporatedOsaic Joint Brokerage Account (formerly Lincoln Joint Bro...Joint$15K–$50KSame band
MSFTMicrosoft CorporationOsaic Joint Brokerage Account (formerly Lincoln Joint Bro...Joint$15K–$50K▼ $100K–$250K
NextEra Energy, Inc.Osaic Joint Brokerage Account (formerly Lincoln Joint Bro...Joint$15K–$50KNew
ORCLOracle CorporationOsaic Joint Brokerage Account (formerly Lincoln Joint Bro...Joint$15K–$50KSame band
PFEPfizer Inc.Osaic IRA (formerly Lincoln IRA)Self$15K–$50KSame band
PMPhilip Morris International Inc.Osaic IRA (formerly Lincoln IRA)Self$15K–$50KSame band
PMPhilip Morris International Inc.Osaic Joint Brokerage Account (formerly Lincoln Joint Bro...Joint$15K–$50KSame band
QCOMQUALCOMM IncorporatedOsaic Joint Brokerage Account (formerly Lincoln Joint Bro...Joint$15K–$50KSame band
Southern States Bank/First BankCashJoint$15K–$50KNew
GSThe Goldman Sachs Group, Inc.Osaic Joint Brokerage Account (formerly Lincoln Joint Bro...Joint$15K–$50K▼ $50K–$100K
PGThe Procter & Gamble CompanyOsaic Joint Brokerage Account (formerly Lincoln Joint Bro...Joint$15K–$50KSame band
TSCOTractor Supply CompanyOsaic Joint Brokerage Account (formerly Lincoln Joint Bro...Joint$15K–$50K▼ $50K–$100K
VZVerizon Communications Inc.Osaic IRA (formerly Lincoln IRA)Self$15K–$50KSame band
WMTWalmart Inc.Osaic Joint Brokerage Account (formerly Lincoln Joint Bro...Joint$15K–$50KSame band
AST J.P. Morgan Moderate Multi-AssetFundPrudential Variable AnnuitySelf$1K–$15KNew
AST PGIM Agressive Multi-Asset PortFundPrudential Variable AnnuitySelf$1K–$15KNew
AST Preservation Asset Allocation PortfolioFundPrudential Variable AnnuitySelf$1K–$15KSame band
ACNAccenture plcOsaic Joint Brokerage Account (formerly Lincoln Joint Bro...Joint$1K–$15KSame band
BTC LifePath Ret FFundDisney SIPSelf$1K–$15KSame band
Hancock Whitney BankCashJoint$1K–$15K▼ $50K–$100K
JPMJPMorgan Chase & Co.Osaic Joint Brokerage Account (formerly Lincoln Joint Bro...Joint$1K–$15K▼ $15K–$50K
PFEPfizer Inc.Osaic Joint Brokerage Account (formerly Lincoln Joint Bro...Joint$1K–$15K▼ $15K–$50K
UAAUnder Armour, Inc.Osaic IRA (formerly Lincoln IRA)Self$1K–$15KSame band
WABWABTEC COMOsaic IRA (formerly Lincoln IRA)Self$1K–$15KSame band
AST Prudential Growth AllocationFundPrudential Variable AnnuitySelfUnder $1K▼ $1K–$15K
AMGNAmgen Inc.Osaic Joint Brokerage Account (formerly Lincoln Joint Bro...JointUnder $1K▼ $15K–$50K
ADMArcher-Daniels-Midland CompanyOsaic Joint Brokerage Account (formerly Lincoln Joint Bro...JointUnder $1K▼ $15K–$50K
BIRMINGHAM ALA GO WTS SER (09088RJ31)BondOsaic Joint Brokerage Account (formerly Lincoln Joint Bro...JointUnder $1K▼ $15K–$50K
BMYBristol-Myers Squibb CompanyOsaic IRA (formerly Lincoln IRA)SelfUnder $1K▼ $1K–$15K
CARRCarrier Global CorporationOsaic Joint Brokerage Account (formerly Lincoln Joint Bro...JointUnder $1K▼ $1K–$15K
STZConstellation Brands, Inc.Osaic Joint Brokerage Account (formerly Lincoln Joint Bro...JointUnder $1K▼ $15K–$50K
DEODiageo plcOsaic Joint Brokerage Account (formerly Lincoln Joint Bro...JointUnder $1K▼ $15K–$50K
LLYEli Lilly and CompanyOsaic Joint Brokerage Account (formerly Lincoln Joint Bro...JointUnder $1K▼ $15K–$50K
Goldman SachsCashLPL Financial Joint Brokerage AccountJointUnder $1KSame band
OCOwens Corning Common Stock NewOsaic Joint Brokerage Account (formerly Lincoln Joint Bro...JointUnder $1K▼ $15K–$50K
PayPal Holdings, Inc.Osaic IRA (formerly Lincoln IRA)SelfUnder $1K▼ $15K–$50K
PEPPepsiCo, Inc.Osaic Joint Brokerage Account (formerly Lincoln Joint Bro...JointUnder $1K▼ $15K–$50K
TXNTexas Instruments IncorporatedOsaic Joint Brokerage Account (formerly Lincoln Joint Bro...JointUnder $1K▼ $15K–$50K
US Treas Bills Zero CPNBondOsaic IRA (formerly Lincoln IRA)SelfUnder $1K▼ $15K–$50K
DGRWWisdomTree U.S. Quality Dividend Growth FundFundOsaic IRA (formerly Lincoln IRA)SelfUnder $1K▼ $15K–$50K
PFFiShares Preferred and Income Securities ETFFundOsaic IRA (formerly Lincoln IRA)SelfUnder $1K▼ $15K–$50K
Alabama PensionOtherSelfUnascertainableSame band
University of Miami PensionOtherSelfUnascertainableSame band

Not in the 2025 report

Listed in 2024 with a value, gone a year later: sold, or under $1,001.

NEE NextEra Energy, Inc. $15K–$50K
Southern States Bank $15K–$50K
AST J.P. Morgan Moderate Multi-Asset (formerl... $1K–$15K
Goldman Sachs Bank USA $1K–$15K

Source filings

Every report we read for this page · newest first

Aug 11, 2026 2025 annual report 82 assets View original
Aug 10, 2026 2024 annual report · amended 274 assets View original
Aug 5, 2026 Periodic transaction report · amended 19 trades View original
Aug 5, 2026 Periodic transaction report · amended 94 trades View original
Aug 5, 2026 Periodic transaction report · amended 6 trades View original
Aug 5, 2026 Periodic transaction report · amended 12 trades View original
Aug 5, 2026 Periodic transaction report · amended 6 trades View original
Aug 5, 2026 Periodic transaction report · amended 16 trades View original
Aug 5, 2026 Periodic transaction report · amended 7 trades View original
Aug 5, 2026 Periodic transaction report · amended 5 trades View original
Jul 16, 2026 Periodic transaction report 11 trades View original
Jul 31, 2024 2023 annual report 360 assets View original
May 15, 2024 Periodic transaction report 71 trades View original
Mar 15, 2024 Periodic transaction report 8 trades View original
Feb 14, 2024 Periodic transaction report 60 trades View original
Jan 12, 2024 Periodic transaction report 15 trades View original
Dec 15, 2023 Periodic transaction report 13 trades View original
Nov 16, 2023 Periodic transaction report 87 trades View original
Oct 13, 2023 Periodic transaction report 25 trades View original

From STOCK Act disclosures filed with the Secretary of the Senate. Amounts are the disclosed ranges. Trades cover the last three years; holdings come from the latest annual report. How we read these reports.