| Symbol | Company Name | Transaction Type | Date | Range | Alpha Score | Stock Price | Market Cap (B) | Cap Category | Sector | Filing Delay Days | Unusual Size | Cluster Trade | Pre Earnings | Pre Announcement |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BAC | Bank of America Corp | Purchase | 2012-10-23 | $1,001 – $15,000 | 7 | 500 | Large Cap | Financial Services | 41 | Normal | No | No | No | |
| META | Meta Platforms Inc. | Purchase | 2012-08-23 | $100,001 – $250,000 | 7.5 | 500 | Mega Cap | Technology | 31 | Medium | No | No | No | |
| WMT | Walmart Inc. | Sale | 2012-08-04 | $1,001 – $15,000 | 6 | 500 | Large Cap | Consumer | 34 | Normal | No | Yes | No | |
| BAC | Bank of America Corp | Purchase | 2012-04-01 | $1,001 – $15,000 | 6.5 | 500 | Large Cap | Financial Services | 45 | Normal | No | No | No | |
| ABBV | AbbVie Inc. | Purchase | 2012-09-05 | $100,001 – $250,000 | 7 | 500 | Large Cap | Consumer | 35 | Medium | No | No | Yes | |
| CVX | Chevron Corporation | Purchase | 2012-09-16 | $250,001 – $500,000 | 7.5 | 500 | Large Cap | Energy | 30 | Large | No | No | No | |
| V | Visa Inc. | Sale | 2012-03-29 | $250,001 – $500,000 | 6 | 500 | Large Cap | Financial Services | 30 | Large | Yes | Yes | No | |
| BAC | Bank of America Corp | Purchase | 2012-06-25 | $250,001 – $500,000 | 6.5 | 500 | Large Cap | Financial Services | 30 | Large | No | No | No | |
| PG | Procter & Gamble Company | Purchase | 2012-06-14 | $1,001 – $15,000 | 7 | 500 | Large Cap | Consumer | 39 | Normal | No | No | No | |
| WFC | Wells Fargo & Company | Purchase | 2012-08-03 | $100,001 – $250,000 | 7.5 | 500 | Large Cap | Financial Services | 41 | Medium | No | No | Yes | |
| AAPL | Apple Inc. | Purchase | 2012-07-17 | $1,001 – $15,000 | 6 | 3200 | Mega Cap | Technology | 39 | Normal | No | Yes | No | |
| JNJ | Johnson & Johnson | Sale | 2012-04-09 | $1,001 – $15,000 | 6.5 | 500 | Large Cap | Consumer | 30 | Normal | No | No | No | |
| V | Visa Inc. | Sale | 2012-09-25 | $1,001 – $15,000 | 7 | 500 | Large Cap | Financial Services | 33 | Normal | No | No | No | |
| SPY | SPDR S&P 500 ETF Trust | Purchase | 2012-05-16 | $50,001 – $100,000 | 7.5 | 0 | ETF | ETF | 37 | Above Average | Yes | No | No | |
| TSLA | Tesla Inc. | Sale | 2012-12-07 | $1,001 – $15,000 | 6 | 500 | Mega Cap | Consumer | 43 | Normal | No | Yes | Yes | |
| GOOGL | Alphabet Inc. | Sale | 2012-04-24 | $1,001 – $15,000 | 6.5 | 1800 | Mega Cap | Technology | 34 | Normal | No | No | No | |
| COP | ConocoPhillips | Sale | 2012-03-23 | $500,001 – $1,000,000 | 7 | 500 | Large Cap | Energy | 36 | Large | No | No | No | |
| HD | Home Depot Inc. | Purchase | 2012-06-17 | $15,001 – $50,000 | 7.5 | 500 | Large Cap | Consumer | 30 | Normal | No | No | No | |
| WMT | Walmart Inc. | Purchase | 2012-12-13 | $15,001 – $50,000 | 6 | 500 | Large Cap | Consumer | 35 | Normal | No | Yes | No | |
| COST | Costco Wholesale Corp | Sale | 2012-11-16 | $100,001 – $250,000 | 6.5 | 500 | Large Cap | Consumer | 41 | Medium | No | No | Yes | |
| TSLA | Tesla Inc. | Purchase | 2012-07-10 | $1,001 – $15,000 | 7 | 500 | Mega Cap | Consumer | 43 | Normal | Yes | No | No | |
| XOM | Exxon Mobil Corporation | Sale | 2012-10-17 | $1,001 – $15,000 | 7.5 | 500 | Large Cap | Energy | 36 | Normal | No | No | No | |
| KO | Coca-Cola Company | Sale | 2012-04-26 | $1,001 – $15,000 | 6 | 500 | Large Cap | Consumer | 33 | Normal | No | Yes | No | |
| PG | Procter & Gamble Company | Purchase | 2012-06-23 | $50,001 – $100,000 | 6.5 | 500 | Large Cap | Consumer | 35 | Above Average | No | No | No | |
| DIS | Walt Disney Company | Purchase | 2012-08-26 | $1,001 – $15,000 | 7 | 500 | Large Cap | Consumer | 31 | Normal | No | No | Yes | |
| DIS | Walt Disney Company | Purchase | 2012-10-21 | $100,001 – $250,000 | 7.5 | 500 | Large Cap | Consumer | 34 | Medium | No | No | No | |
| HD | Home Depot Inc. | Sale | 2012-04-23 | $15,001 – $50,000 | 6 | 500 | Large Cap | Consumer | 39 | Normal | No | Yes | No | |
| JPM | JPMorgan Chase & Co. | Sale | 2012-12-14 | $50,001 – $100,000 | 6.5 | 500 | Large Cap | Financial Services | 36 | Above Average | Yes | No | No | |
| MA | Mastercard Inc. | Purchase | 2012-03-07 | $15,001 – $50,000 | 7 | 500 | Large Cap | Financial Services | 30 | Normal | No | No | No | |
| AAPL | Apple Inc. | Sale | 2012-02-14 | $15,001 – $50,000 | 7.5 | 3200 | Mega Cap | Technology | 38 | Normal | No | No | Yes | |
| JNJ | Johnson & Johnson | Purchase | 2013-10-18 | $1,001 – $15,000 | 7.5 | 500 | Large Cap | Consumer | 39 | Normal | No | No | No | |
| VTI | Vanguard Total Stock Market ETF | Purchase | 2013-04-11 | $50,001 – $100,000 | 6 | 0 | ETF | ETF | 34 | Above Average | No | Yes | No | |
| NVDA | NVIDIA Corporation | Sale | 2013-03-05 | $100,001 – $250,000 | 6.5 | 500 | Mega Cap | Technology | 40 | Medium | No | No | No | |
| GOOGL | Alphabet Inc. | Sale | 2013-01-11 | $50,001 – $100,000 | 7 | 1800 | Mega Cap | Technology | 41 | Above Average | Yes | No | Yes | |
| AAPL | Apple Inc. | Purchase | 2013-03-11 | $500,001 – $1,000,000 | 7.5 | 3200 | Mega Cap | Technology | 35 | Large | No | No | No | |
| UNH | UnitedHealth Group Inc. | Purchase | 2013-07-08 | $15,001 – $50,000 | 6 | 500 | Large Cap | Consumer | 30 | Normal | No | Yes | No | |
| COST | Costco Wholesale Corp | Sale | 2013-11-25 | $1,001 – $15,000 | 6.5 | 500 | Large Cap | Consumer | 37 | Normal | No | No | No | |
| GOOGL | Alphabet Inc. | Sale | 2013-06-23 | $50,001 – $100,000 | 7 | 1800 | Mega Cap | Technology | 34 | Above Average | No | No | No | |
| JNJ | Johnson & Johnson | Sale | 2013-08-25 | $50,001 – $100,000 | 7.5 | 500 | Large Cap | Consumer | 40 | Above Average | No | No | Yes | |
| HD | Home Depot Inc. | Purchase | 2013-07-12 | $15,001 – $50,000 | 6 | 500 | Large Cap | Consumer | 42 | Normal | No | Yes | No | |
| DIS | Walt Disney Company | Sale | 2013-06-18 | $15,001 – $50,000 | 6.5 | 500 | Large Cap | Consumer | 34 | Normal | Yes | No | No | |
| JNJ | Johnson & Johnson | Sale | 2013-08-25 | $50,001 – $100,000 | 7 | 500 | Large Cap | Consumer | 42 | Above Average | No | No | No | |
| AMZN | Amazon.com Inc. | Purchase | 2013-10-08 | $1,001 – $15,000 | 7.5 | 500 | Mega Cap | Consumer | 35 | Normal | No | No | No | |
| NVDA | NVIDIA Corporation | Purchase | 2013-06-26 | $15,001 – $50,000 | 6 | 500 | Mega Cap | Technology | 41 | Normal | No | Yes | Yes | |
| MA | Mastercard Inc. | Purchase | 2013-04-23 | $1,001 – $15,000 | 6.5 | 500 | Large Cap | Financial Services | 43 | Normal | No | No | No | |
| JPM | JPMorgan Chase & Co. | Sale | 2013-04-08 | $100,001 – $250,000 | 7 | 500 | Large Cap | Financial Services | 36 | Medium | No | No | No | |
| COST | Costco Wholesale Corp | Sale | 2013-10-08 | $50,001 – $100,000 | 7.5 | 500 | Large Cap | Consumer | 35 | Above Average | No | No | No | |
| COP | ConocoPhillips | Purchase | 2013-02-23 | $15,001 – $50,000 | 6 | 500 | Large Cap | Energy | 40 | Normal | Yes | Yes | No | |
| HD | Home Depot Inc. | Purchase | 2013-06-14 | $1,001 – $15,000 | 6.5 | 500 | Large Cap | Consumer | 39 | Normal | No | No | Yes | |
| MA | Mastercard Inc. | Purchase | 2013-12-02 | $50,001 – $100,000 | 7 | 500 | Large Cap | Financial Services | 40 | Above Average | No | No | No | |
| GOOGL | Alphabet Inc. | Sale | 2013-07-04 | $50,001 – $100,000 | 7.5 | 1800 | Mega Cap | Technology | 38 | Above Average | No | No | No | |
| META | Meta Platforms Inc. | Sale | 2013-03-18 | $1,001 – $15,000 | 6 | 500 | Mega Cap | Technology | 38 | Normal | No | Yes | No | |
| MA | Mastercard Inc. | Purchase | 2013-02-04 | $100,001 – $250,000 | 6.5 | 500 | Large Cap | Financial Services | 41 | Medium | No | No | No | |
| V | Visa Inc. | Purchase | 2013-11-06 | $1,001 – $15,000 | 7 | 500 | Large Cap | Financial Services | 42 | Normal | No | No | Yes | |
| COP | ConocoPhillips | Sale | 2013-10-31 | $100,001 – $250,000 | 7.5 | 500 | Large Cap | Energy | 41 | Medium | Yes | No | No | |
| JPM | JPMorgan Chase & Co. | Purchase | 2013-09-22 | $1,001 – $15,000 | 6 | 500 | Large Cap | Financial Services | 34 | Normal | No | Yes | No | |
| QQQ | Invesco QQQ Trust | Sale | 2013-04-07 | $250,001 – $500,000 | 6.5 | 0 | ETF | ETF | 44 | Large | No | No | No | |
| COST | Costco Wholesale Corp | Purchase | 2013-10-13 | $250,001 – $500,000 | 7 | 500 | Large Cap | Consumer | 39 | Large | No | No | No | |
| SPY | SPDR S&P 500 ETF Trust | Purchase | 2013-07-27 | $50,001 – $100,000 | 7.5 | 0 | ETF | ETF | 41 | Above Average | No | No | Yes | |
| V | Visa Inc. | Sale | 2014-05-26 | $1,001 – $15,000 | 6 | 500 | Large Cap | Financial Services | 38 | Normal | No | Yes | No | |
| QQQ | Invesco QQQ Trust | Purchase | 2014-04-26 | $15,001 – $50,000 | 6.5 | 0 | ETF | ETF | 41 | Normal | No | No | Yes | |
| NVDA | NVIDIA Corporation | Purchase | 2014-09-09 | $50,001 – $100,000 | 7 | 500 | Mega Cap | Technology | 35 | Above Average | No | No | No | |
| QQQ | Invesco QQQ Trust | Purchase | 2014-02-01 | $15,001 – $50,000 | 7.5 | 0 | ETF | ETF | 30 | Normal | Yes | No | No | |
| PFE | Pfizer Inc. | Purchase | 2014-08-22 | $1,000,001 – $5,000,000 | 6 | 500 | Large Cap | Consumer | 45 | Very Large | No | Yes | No | |
| QQQ | Invesco QQQ Trust | Purchase | 2014-10-15 | $15,001 – $50,000 | 6.5 | 0 | ETF | ETF | 43 | Normal | No | No | No | |
| JPM | JPMorgan Chase & Co. | Purchase | 2014-06-11 | $1,001 – $15,000 | 7 | 500 | Large Cap | Financial Services | 31 | Normal | No | No | Yes | |
| META | Meta Platforms Inc. | Purchase | 2014-10-13 | $1,001 – $15,000 | 7.5 | 500 | Mega Cap | Technology | 40 | Normal | No | No | No | |
| GOOGL | Alphabet Inc. | Sale | 2014-10-24 | $250,001 – $500,000 | 6 | 1800 | Mega Cap | Technology | 30 | Large | No | Yes | No | |
| VTI | Vanguard Total Stock Market ETF | Purchase | 2014-06-30 | $50,001 – $100,000 | 6.5 | 0 | ETF | ETF | 44 | Above Average | No | No | No | |
| WMT | Walmart Inc. | Purchase | 2014-09-19 | $1,001 – $15,000 | 7 | 500 | Large Cap | Consumer | 41 | Normal | Yes | No | No | |
| JNJ | Johnson & Johnson | Sale | 2014-10-20 | $15,001 – $50,000 | 7.5 | 500 | Large Cap | Consumer | 34 | Normal | No | No | Yes | |
| AMZN | Amazon.com Inc. | Purchase | 2014-02-11 | $15,001 – $50,000 | 6 | 500 | Mega Cap | Consumer | 44 | Normal | No | Yes | No | |
| TSLA | Tesla Inc. | Sale | 2014-11-01 | $50,001 – $100,000 | 6.5 | 500 | Mega Cap | Consumer | 45 | Above Average | No | No | No | |
| WMT | Walmart Inc. | Purchase | 2014-11-30 | $1,001 – $15,000 | 7 | 500 | Large Cap | Consumer | 37 | Normal | No | No | No | |
| TSLA | Tesla Inc. | Purchase | 2014-02-17 | $50,001 – $100,000 | 7.5 | 500 | Mega Cap | Consumer | 44 | Above Average | No | No | No | |
| WMT | Walmart Inc. | Purchase | 2014-09-24 | $1,001 – $15,000 | 6 | 500 | Large Cap | Consumer | 30 | Normal | No | Yes | Yes | |
| MSFT | Microsoft Corporation | Purchase | 2014-11-16 | $100,001 – $250,000 | 6.5 | 2800 | Mega Cap | Technology | 31 | Medium | Yes | No | No | |
| XOM | Exxon Mobil Corporation | Purchase | 2014-11-06 | $1,001 – $15,000 | 7 | 500 | Large Cap | Energy | 45 | Normal | No | No | No | |
| KO | Coca-Cola Company | Purchase | 2014-10-12 | $100,001 – $250,000 | 7.5 | 500 | Large Cap | Consumer | 45 | Medium | No | No | No | |
| DIS | Walt Disney Company | Sale | 2014-06-07 | $1,001 – $15,000 | 6 | 500 | Large Cap | Consumer | 42 | Normal | No | Yes | No | |
| GOOGL | Alphabet Inc. | Sale | 2014-06-17 | $1,001 – $15,000 | 6.5 | 1800 | Mega Cap | Technology | 36 | Normal | No | No | Yes | |
| COP | ConocoPhillips | Sale | 2014-11-18 | $1,001 – $15,000 | 7 | 500 | Large Cap | Energy | 38 | Normal | No | No | No | |
| NVDA | NVIDIA Corporation | Purchase | 2014-07-30 | $1,001 – $15,000 | 7.5 | 500 | Mega Cap | Technology | 39 | Normal | No | No | No | |
| VTI | Vanguard Total Stock Market ETF | Sale | 2014-05-27 | $1,001 – $15,000 | 6 | 0 | ETF | ETF | 35 | Normal | Yes | Yes | No | |
| UNH | UnitedHealth Group Inc. | Purchase | 2014-05-29 | $1,001 – $15,000 | 6.5 | 500 | Large Cap | Consumer | 32 | Normal | No | No | No | |
| GS | Goldman Sachs Group Inc. | Purchase | 2014-12-09 | $1,001 – $15,000 | 7 | 500 | Large Cap | Financial Services | 42 | Normal | No | No | Yes | |
| JNJ | Johnson & Johnson | Purchase | 2014-03-28 | $1,001 – $15,000 | 7.5 | 500 | Large Cap | Consumer | 39 | Normal | No | No | No | |
| XOM | Exxon Mobil Corporation | Purchase | 2014-06-15 | $15,001 – $50,000 | 6 | 500 | Large Cap | Energy | 38 | Normal | No | Yes | No | |
| AMZN | Amazon.com Inc. | Purchase | 2015-12-20 | $1,001 – $15,000 | 7.5 | 500 | Mega Cap | Consumer | 34 | Normal | No | No | No | |
| JPM | JPMorgan Chase & Co. | Sale | 2015-01-21 | $15,001 – $50,000 | 6 | 500 | Large Cap | Financial Services | 41 | Normal | No | Yes | No | |
| AMZN | Amazon.com Inc. | Purchase | 2015-03-16 | $1,001 – $15,000 | 6.5 | 500 | Mega Cap | Consumer | 42 | Normal | No | No | No | |
| AAPL | Apple Inc. | Purchase | 2015-08-23 | $500,001 – $1,000,000 | 7 | 3200 | Mega Cap | Technology | 43 | Large | No | No | Yes | |
| UNH | UnitedHealth Group Inc. | Purchase | 2015-02-22 | $25,000,001 – $50,000,000 | 7.5 | 500 | Large Cap | Consumer | 45 | Very Large | No | No | No | |
| TSLA | Tesla Inc. | Purchase | 2015-06-17 | $15,001 – $50,000 | 6 | 500 | Mega Cap | Consumer | 32 | Normal | Yes | Yes | No | |
| TSLA | Tesla Inc. | Purchase | 2015-11-23 | $250,001 – $500,000 | 6.5 | 500 | Mega Cap | Consumer | 35 | Large | No | No | No | |
| AMZN | Amazon.com Inc. | Sale | 2015-09-05 | $250,001 – $500,000 | 7 | 500 | Mega Cap | Consumer | 37 | Large | No | No | No | |
| COST | Costco Wholesale Corp | Purchase | 2015-06-27 | $50,001 – $100,000 | 7.5 | 500 | Large Cap | Consumer | 37 | Above Average | No | No | Yes | |
| COP | ConocoPhillips | Purchase | 2015-10-08 | $1,001 – $15,000 | 6 | 500 | Large Cap | Energy | 30 | Normal | No | Yes | No | |
| COP | ConocoPhillips | Purchase | 2015-12-02 | $100,001 – $250,000 | 6.5 | 500 | Large Cap | Energy | 31 | Medium | No | No | No | |
| GS | Goldman Sachs Group Inc. | Sale | 2015-11-23 | $1,001 – $15,000 | 7 | 500 | Large Cap | Financial Services | 30 | Normal | No | No | No | |
| META | Meta Platforms Inc. | Sale | 2015-10-06 | $15,001 – $50,000 | 7.5 | 500 | Mega Cap | Technology | 39 | Normal | Yes | No | No | |
| MA | Mastercard Inc. | Purchase | 2015-05-05 | $1,001 – $15,000 | 6 | 500 | Large Cap | Financial Services | 39 | Normal | No | Yes | Yes | |
| COP | ConocoPhillips | Purchase | 2015-08-19 | $15,001 – $50,000 | 6.5 | 500 | Large Cap | Energy | 44 | Normal | No | No | No | |
| BAC | Bank of America Corp | Purchase | 2015-06-12 | $100,001 – $250,000 | 7 | 500 | Large Cap | Financial Services | 38 | Medium | No | No | No | |
| ABBV | AbbVie Inc. | Purchase | 2015-06-21 | $1,001 – $15,000 | 7.5 | 500 | Large Cap | Consumer | 35 | Normal | No | No | No | |
| WMT | Walmart Inc. | Purchase | 2015-09-30 | $1,001 – $15,000 | 6 | 500 | Large Cap | Consumer | 39 | Normal | No | Yes | No | |
| CVX | Chevron Corporation | Purchase | 2015-10-11 | $1,001 – $15,000 | 6.5 | 500 | Large Cap | Energy | 34 | Normal | No | No | Yes | |
| JNJ | Johnson & Johnson | Sale | 2015-02-13 | $100,001 – $250,000 | 7 | 500 | Large Cap | Consumer | 36 | Medium | Yes | No | No | |
| MA | Mastercard Inc. | Sale | 2015-06-15 | $250,001 – $500,000 | 7.5 | 500 | Large Cap | Financial Services | 44 | Large | No | No | No | |
| VTI | Vanguard Total Stock Market ETF | Sale | 2015-03-20 | $1,001 – $15,000 | 6 | 0 | ETF | ETF | 37 | Normal | No | Yes | No | |
| HD | Home Depot Inc. | Sale | 2015-09-13 | $15,001 – $50,000 | 6.5 | 500 | Large Cap | Consumer | 41 | Normal | No | No | No | |
| VTI | Vanguard Total Stock Market ETF | Purchase | 2015-07-16 | $1,001 – $15,000 | 7 | 0 | ETF | ETF | 38 | Normal | No | No | Yes | |
| META | Meta Platforms Inc. | Purchase | 2015-08-26 | $100,001 – $250,000 | 7.5 | 500 | Mega Cap | Technology | 42 | Medium | No | No | No | |
| AMZN | Amazon.com Inc. | Sale | 2015-12-09 | $15,001 – $50,000 | 6 | 500 | Mega Cap | Consumer | 30 | Normal | No | Yes | No | |
| GOOGL | Alphabet Inc. | Purchase | 2015-10-11 | $250,001 – $500,000 | 6.5 | 1800 | Mega Cap | Technology | 34 | Large | Yes | No | No | |
| GS | Goldman Sachs Group Inc. | Sale | 2015-06-21 | $50,001 – $100,000 | 7 | 500 | Large Cap | Financial Services | 33 | Above Average | No | No | No | |
| ABBV | AbbVie Inc. | Purchase | 2015-08-03 | $1,001 – $15,000 | 7.5 | 500 | Large Cap | Consumer | 37 | Normal | No | No | Yes | |
| TSLA | Tesla Inc. | Sale | 2016-09-20 | $1,001 – $15,000 | 7.5 | 500 | Mega Cap | Consumer | 37 | Normal | No | No | No | |
| WMT | Walmart Inc. | Sale | 2016-07-02 | $1,001 – $15,000 | 6 | 500 | Large Cap | Consumer | 42 | Normal | No | Yes | No | |
| VTI | Vanguard Total Stock Market ETF | Sale | 2016-11-12 | $50,001 – $100,000 | 6.5 | 0 | ETF | ETF | 36 | Above Average | No | No | No | |
| QQQ | Invesco QQQ Trust | Purchase | 2016-02-14 | $1,001 – $15,000 | 7 | 0 | ETF | ETF | 34 | Normal | No | No | Yes | |
| MA | Mastercard Inc. | Purchase | 2016-04-17 | $1,001 – $15,000 | 7.5 | 500 | Large Cap | Financial Services | 32 | Normal | No | No | No | |
| MSFT | Microsoft Corporation | Sale | 2016-01-21 | $500,001 – $1,000,000 | 6 | 2800 | Mega Cap | Technology | 41 | Large | Yes | Yes | No | |
| KO | Coca-Cola Company | Sale | 2016-09-21 | $50,001 – $100,000 | 6.5 | 500 | Large Cap | Consumer | 36 | Above Average | No | No | No | |
| COP | ConocoPhillips | Sale | 2016-01-18 | $15,001 – $50,000 | 7 | 500 | Large Cap | Energy | 44 | Normal | No | No | No | |
| JNJ | Johnson & Johnson | Sale | 2016-01-28 | $50,001 – $100,000 | 7.5 | 500 | Large Cap | Consumer | 32 | Above Average | No | No | Yes | |
| BAC | Bank of America Corp | Purchase | 2016-02-26 | $1,001 – $15,000 | 6 | 500 | Large Cap | Financial Services | 45 | Normal | No | Yes | No | |
| NVDA | NVIDIA Corporation | Purchase | 2016-06-21 | $100,001 – $250,000 | 6.5 | 500 | Mega Cap | Technology | 45 | Medium | No | No | No | |
| TSLA | Tesla Inc. | Sale | 2016-02-01 | $50,001 – $100,000 | 7 | 500 | Mega Cap | Consumer | 39 | Above Average | No | No | No | |
| VTI | Vanguard Total Stock Market ETF | Sale | 2016-06-29 | $1,001 – $15,000 | 7.5 | 0 | ETF | ETF | 41 | Normal | Yes | No | No | |
| PFE | Pfizer Inc. | Purchase | 2016-12-30 | $50,001 – $100,000 | 6 | 500 | Large Cap | Consumer | 31 | Above Average | No | Yes | Yes | |
| JNJ | Johnson & Johnson | Purchase | 2016-05-02 | $15,001 – $50,000 | 6.5 | 500 | Large Cap | Consumer | 32 | Normal | No | No | No | |
| MSFT | Microsoft Corporation | Sale | 2016-06-16 | $100,001 – $250,000 | 7 | 2800 | Mega Cap | Technology | 45 | Medium | No | No | No | |
| AMZN | Amazon.com Inc. | Purchase | 2016-03-03 | $1,001 – $15,000 | 7.5 | 500 | Mega Cap | Consumer | 41 | Normal | No | No | No | |
| BAC | Bank of America Corp | Purchase | 2016-09-05 | $50,001 – $100,000 | 6 | 500 | Large Cap | Financial Services | 33 | Above Average | No | Yes | No | |
| VTI | Vanguard Total Stock Market ETF | Sale | 2016-08-19 | $50,001 – $100,000 | 6.5 | 0 | ETF | ETF | 33 | Above Average | No | No | Yes | |
| PFE | Pfizer Inc. | Purchase | 2016-12-18 | $100,001 – $250,000 | 7 | 500 | Large Cap | Consumer | 40 | Medium | Yes | No | No | |
| PG | Procter & Gamble Company | Purchase | 2016-12-26 | $50,001 – $100,000 | 7.5 | 500 | Large Cap | Consumer | 34 | Above Average | No | No | No | |
| VTI | Vanguard Total Stock Market ETF | Sale | 2016-04-30 | $1,001 – $15,000 | 6 | 0 | ETF | ETF | 35 | Normal | No | Yes | No | |
| TSLA | Tesla Inc. | Purchase | 2016-01-01 | $50,001 – $100,000 | 6.5 | 500 | Mega Cap | Consumer | 33 | Above Average | No | No | No | |
| WFC | Wells Fargo & Company | Purchase | 2016-02-17 | $1,001 – $15,000 | 7 | 500 | Large Cap | Financial Services | 41 | Normal | No | No | Yes | |
| PFE | Pfizer Inc. | Purchase | 2016-03-16 | $1,001 – $15,000 | 7.5 | 500 | Large Cap | Consumer | 41 | Normal | No | No | No | |
| COP | ConocoPhillips | Purchase | 2016-02-12 | $1,001 – $15,000 | 6 | 500 | Large Cap | Energy | 37 | Normal | No | Yes | No | |
| ABBV | AbbVie Inc. | Sale | 2016-10-07 | $1,001 – $15,000 | 6.5 | 500 | Large Cap | Consumer | 36 | Normal | Yes | No | No | |
| CVX | Chevron Corporation | Sale | 2017-05-08 | $1,001 – $15,000 | 7 | 500 | Large Cap | Energy | 39 | Normal | No | No | No | |
| JPM | JPMorgan Chase & Co. | Purchase | 2017-01-12 | $1,001 – $15,000 | 7.5 | 500 | Large Cap | Financial Services | 38 | Normal | No | No | No | |
| NVDA | NVIDIA Corporation | Sale | 2017-01-07 | $15,001 – $50,000 | 6 | 500 | Mega Cap | Technology | 42 | Normal | Yes | Yes | No | |
| UNH | UnitedHealth Group Inc. | Sale | 2017-09-22 | $1,001 – $15,000 | 6.5 | 500 | Large Cap | Consumer | 45 | Normal | No | No | No | |
| WFC | Wells Fargo & Company | Purchase | 2017-04-22 | $1,001 – $15,000 | 7 | 500 | Large Cap | Financial Services | 44 | Normal | No | No | Yes | |
| SPY | SPDR S&P 500 ETF Trust | Sale | 2017-12-11 | $15,001 – $50,000 | 7.5 | 0 | ETF | ETF | 41 | Normal | No | No | No | |
| MA | Mastercard Inc. | Purchase | 2017-05-31 | $15,001 – $50,000 | 6 | 500 | Large Cap | Financial Services | 45 | Normal | No | Yes | No | |
| PG | Procter & Gamble Company | Purchase | 2017-01-30 | $50,001 – $100,000 | 6.5 | 500 | Large Cap | Consumer | 34 | Above Average | No | No | No | |
| AAPL | Apple Inc. | Purchase | 2017-08-19 | $100,001 – $250,000 | 7 | 3200 | Mega Cap | Technology | 33 | Medium | No | No | No | |
| COP | ConocoPhillips | Sale | 2017-06-17 | $1,001 – $15,000 | 7.5 | 500 | Large Cap | Energy | 35 | Normal | Yes | No | Yes | |
| DIS | Walt Disney Company | Purchase | 2017-07-21 | $50,001 – $100,000 | 6 | 500 | Large Cap | Consumer | 45 | Above Average | No | Yes | No | |
| VTI | Vanguard Total Stock Market ETF | Purchase | 2017-11-25 | $1,001 – $15,000 | 6.5 | 0 | ETF | ETF | 36 | Normal | No | No | No | |
| SPY | SPDR S&P 500 ETF Trust | Purchase | 2017-10-19 | $1,001 – $15,000 | 7 | 0 | ETF | ETF | 36 | Normal | No | No | No | |
| AAPL | Apple Inc. | Purchase | 2017-12-06 | $50,001 – $100,000 | 7.5 | 3200 | Mega Cap | Technology | 38 | Above Average | No | No | No | |
| COP | ConocoPhillips | Purchase | 2017-05-12 | $1,001 – $15,000 | 6 | 500 | Large Cap | Energy | 30 | Normal | No | Yes | Yes | |
| MA | Mastercard Inc. | Sale | 2017-05-09 | $1,001 – $15,000 | 6.5 | 500 | Large Cap | Financial Services | 30 | Normal | No | No | No | |
| PG | Procter & Gamble Company | Sale | 2017-02-26 | $1,001 – $15,000 | 7 | 500 | Large Cap | Consumer | 45 | Normal | Yes | No | No | |
| WFC | Wells Fargo & Company | Sale | 2017-11-08 | $1,001 – $15,000 | 7.5 | 500 | Large Cap | Financial Services | 36 | Normal | No | No | No | |
| WFC | Wells Fargo & Company | Purchase | 2017-08-03 | $15,001 – $50,000 | 6 | 500 | Large Cap | Financial Services | 40 | Normal | No | Yes | No | |
| MA | Mastercard Inc. | Sale | 2017-06-13 | $1,001 – $15,000 | 6.5 | 500 | Large Cap | Financial Services | 41 | Normal | No | No | Yes | |
| HD | Home Depot Inc. | Sale | 2017-10-25 | $1,001 – $15,000 | 7 | 500 | Large Cap | Consumer | 34 | Normal | No | No | No | |
| AAPL | Apple Inc. | Purchase | 2017-09-20 | $100,001 – $250,000 | 7.5 | 3200 | Mega Cap | Technology | 45 | Medium | No | No | No | |
| NVDA | NVIDIA Corporation | Sale | 2017-03-31 | $1,001 – $15,000 | 6 | 500 | Mega Cap | Technology | 33 | Normal | No | Yes | No | |
| GOOGL | Alphabet Inc. | Purchase | 2017-03-15 | $1,001 – $15,000 | 6.5 | 1800 | Mega Cap | Technology | 44 | Normal | Yes | No | No | |
| PG | Procter & Gamble Company | Purchase | 2017-01-22 | $100,001 – $250,000 | 7 | 500 | Large Cap | Consumer | 33 | Medium | No | No | Yes | |
| GS | Goldman Sachs Group Inc. | Purchase | 2017-12-31 | $25,000,001 – $50,000,000 | 7.5 | 500 | Large Cap | Financial Services | 40 | Very Large | No | No | No | |
| GOOGL | Alphabet Inc. | Purchase | 2018-06-12 | $1,001 – $15,000 | 7.5 | 1800 | Mega Cap | Technology | 30 | Normal | No | No | No | |
| COP | ConocoPhillips | Sale | 2018-02-02 | $1,001 – $15,000 | 6 | 500 | Large Cap | Energy | 34 | Normal | No | Yes | Yes | |
| DIS | Walt Disney Company | Purchase | 2018-01-19 | $1,001 – $15,000 | 6.5 | 500 | Large Cap | Consumer | 45 | Normal | No | No | No | |
| ABBV | AbbVie Inc. | Sale | 2018-06-03 | $15,001 – $50,000 | 7 | 500 | Large Cap | Consumer | 37 | Normal | Yes | No | No | |
| NVDA | NVIDIA Corporation | Purchase | 2018-08-26 | $15,001 – $50,000 | 7.5 | 500 | Mega Cap | Technology | 40 | Normal | No | No | No | |
| CVX | Chevron Corporation | Sale | 2018-04-10 | $50,001 – $100,000 | 6 | 500 | Large Cap | Energy | 38 | Above Average | No | Yes | No | |
| PFE | Pfizer Inc. | Purchase | 2018-02-21 | $100,001 – $250,000 | 6.5 | 500 | Large Cap | Consumer | 38 | Medium | No | No | Yes | |
| AMZN | Amazon.com Inc. | Purchase | 2018-12-15 | $15,001 – $50,000 | 7 | 500 | Mega Cap | Consumer | 41 | Normal | No | No | No | |
| WMT | Walmart Inc. | Purchase | 2018-06-24 | $1,001 – $15,000 | 7.5 | 500 | Large Cap | Consumer | 35 | Normal | No | No | No | |
| MA | Mastercard Inc. | Purchase | 2018-08-10 | $100,001 – $250,000 | 6 | 500 | Large Cap | Financial Services | 37 | Medium | No | Yes | No | |
| CVX | Chevron Corporation | Sale | 2018-05-19 | $500,001 – $1,000,000 | 6.5 | 500 | Large Cap | Energy | 39 | Large | Yes | No | No | |
| AMZN | Amazon.com Inc. | Sale | 2018-01-23 | $15,001 – $50,000 | 7 | 500 | Mega Cap | Consumer | 37 | Normal | No | No | Yes | |
| WFC | Wells Fargo & Company | Sale | 2018-08-14 | $100,001 – $250,000 | 7.5 | 500 | Large Cap | Financial Services | 41 | Medium | No | No | No | |
| COST | Costco Wholesale Corp | Purchase | 2018-04-26 | $15,001 – $50,000 | 6 | 500 | Large Cap | Consumer | 35 | Normal | No | Yes | No | |
| VTI | Vanguard Total Stock Market ETF | Purchase | 2018-01-01 | $15,001 – $50,000 | 6.5 | 0 | ETF | ETF | 31 | Normal | No | No | No | |
| TSLA | Tesla Inc. | Purchase | 2018-11-30 | $15,001 – $50,000 | 7 | 500 | Mega Cap | Consumer | 39 | Normal | No | No | No | |
| JNJ | Johnson & Johnson | Purchase | 2018-10-27 | $50,001 – $100,000 | 7.5 | 500 | Large Cap | Consumer | 41 | Above Average | No | No | Yes | |
| SPY | SPDR S&P 500 ETF Trust | Purchase | 2018-03-11 | $50,001 – $100,000 | 6 | 0 | ETF | ETF | 32 | Above Average | Yes | Yes | No | |
| MA | Mastercard Inc. | Sale | 2018-12-22 | $1,001 – $15,000 | 6.5 | 500 | Large Cap | Financial Services | 37 | Normal | No | No | No | |
| UNH | UnitedHealth Group Inc. | Sale | 2018-09-10 | $50,001 – $100,000 | 7 | 500 | Large Cap | Consumer | 45 | Above Average | No | No | No | |
| PG | Procter & Gamble Company | Purchase | 2018-09-03 | $50,001 – $100,000 | 7.5 | 500 | Large Cap | Consumer | 38 | Above Average | No | No | No | |
| SPY | SPDR S&P 500 ETF Trust | Purchase | 2018-12-01 | $50,001 – $100,000 | 6 | 0 | ETF | ETF | 45 | Above Average | No | Yes | Yes | |
| BAC | Bank of America Corp | Purchase | 2018-06-01 | $50,001 – $100,000 | 6.5 | 500 | Large Cap | Financial Services | 34 | Above Average | No | No | No | |
| PG | Procter & Gamble Company | Purchase | 2018-08-30 | $15,001 – $50,000 | 7 | 500 | Large Cap | Consumer | 41 | Normal | No | No | No | |
| MSFT | Microsoft Corporation | Purchase | 2018-08-20 | $15,001 – $50,000 | 7.5 | 2800 | Mega Cap | Technology | 43 | Normal | Yes | No | No | |
| MSFT | Microsoft Corporation | Sale | 2018-10-31 | $15,001 – $50,000 | 6 | 2800 | Mega Cap | Technology | 41 | Normal | No | Yes | No | |
| PFE | Pfizer Inc. | Sale | 2018-02-27 | $1,001 – $15,000 | 6.5 | 500 | Large Cap | Consumer | 30 | Normal | No | No | Yes | |
| CVX | Chevron Corporation | Sale | 2019-12-23 | $1,001 – $15,000 | 7 | 500 | Large Cap | Energy | 39 | Normal | Yes | No | Yes | |
| XOM | Exxon Mobil Corporation | Purchase | 2019-07-05 | $250,001 – $500,000 | 7.5 | 500 | Large Cap | Energy | 35 | Large | No | No | No | |
| DIS | Walt Disney Company | Sale | 2019-03-24 | $15,001 – $50,000 | 6 | 500 | Large Cap | Consumer | 33 | Normal | No | Yes | No | |
| SPY | SPDR S&P 500 ETF Trust | Sale | 2019-01-17 | $1,001 – $15,000 | 6.5 | 0 | ETF | ETF | 35 | Normal | No | No | No | |
| XOM | Exxon Mobil Corporation | Purchase | 2019-03-03 | $50,001 – $100,000 | 7 | 500 | Large Cap | Energy | 42 | Above Average | No | No | No | |
| JPM | JPMorgan Chase & Co. | Sale | 2019-06-04 | $1,001 – $15,000 | 7.5 | 500 | Large Cap | Financial Services | 31 | Normal | No | No | Yes | |
| NVDA | NVIDIA Corporation | Sale | 2019-05-02 | $100,001 – $250,000 | 6 | 500 | Mega Cap | Technology | 43 | Medium | No | Yes | No | |
| WMT | Walmart Inc. | Purchase | 2019-10-28 | $1,001 – $15,000 | 6.5 | 500 | Large Cap | Consumer | 41 | Normal | Yes | No | No | |
| META | Meta Platforms Inc. | Purchase | 2019-04-12 | $15,001 – $50,000 | 7 | 500 | Mega Cap | Technology | 37 | Normal | No | No | No | |
| AAPL | Apple Inc. | Sale | 2019-04-28 | $1,001 – $15,000 | 7.5 | 3200 | Mega Cap | Technology | 43 | Normal | No | No | No | |
| COP | ConocoPhillips | Purchase | 2019-07-02 | $50,001 – $100,000 | 6 | 500 | Large Cap | Energy | 32 | Above Average | No | Yes | Yes | |
| META | Meta Platforms Inc. | Purchase | 2019-11-24 | $100,001 – $250,000 | 6.5 | 500 | Mega Cap | Technology | 42 | Medium | No | No | No | |
| GS | Goldman Sachs Group Inc. | Purchase | 2019-08-16 | $1,001 – $15,000 | 7 | 500 | Large Cap | Financial Services | 32 | Normal | No | No | No | |
| GOOGL | Alphabet Inc. | Purchase | 2019-08-30 | $1,001 – $15,000 | 7.5 | 1800 | Mega Cap | Technology | 30 | Normal | No | No | No | |
| META | Meta Platforms Inc. | Purchase | 2019-11-16 | $250,001 – $500,000 | 6 | 500 | Mega Cap | Technology | 34 | Large | Yes | Yes | No | |
| MSFT | Microsoft Corporation | Sale | 2019-11-20 | $50,001 – $100,000 | 6.5 | 2800 | Mega Cap | Technology | 31 | Above Average | No | No | Yes | |
| PFE | Pfizer Inc. | Purchase | 2019-12-18 | $1,001 – $15,000 | 7 | 500 | Large Cap | Consumer | 31 | Normal | No | No | No | |
| TSLA | Tesla Inc. | Purchase | 2019-05-01 | $1,001 – $15,000 | 7.5 | 500 | Mega Cap | Consumer | 43 | Normal | No | No | No | |
| GS | Goldman Sachs Group Inc. | Purchase | 2019-06-13 | $15,001 – $50,000 | 6 | 500 | Large Cap | Financial Services | 37 | Normal | No | Yes | No | |
| WMT | Walmart Inc. | Purchase | 2019-04-22 | $100,001 – $250,000 | 6.5 | 500 | Large Cap | Consumer | 35 | Medium | No | No | No | |
| UNH | UnitedHealth Group Inc. | Purchase | 2019-04-28 | $100,001 – $250,000 | 7 | 500 | Large Cap | Consumer | 40 | Medium | No | No | Yes | |
| MA | Mastercard Inc. | Purchase | 2019-04-16 | $1,001 – $15,000 | 7.5 | 500 | Large Cap | Financial Services | 34 | Normal | Yes | No | No | |
| PG | Procter & Gamble Company | Purchase | 2019-09-07 | $50,001 – $100,000 | 6 | 500 | Large Cap | Consumer | 43 | Above Average | No | Yes | No | |
| VTI | Vanguard Total Stock Market ETF | Purchase | 2019-06-10 | $100,001 – $250,000 | 6.5 | 0 | ETF | ETF | 44 | Medium | No | No | No | |
| META | Meta Platforms Inc. | Sale | 2019-12-04 | $1,001 – $15,000 | 7 | 500 | Mega Cap | Technology | 31 | Normal | No | No | No | |
| KO | Coca-Cola Company | Purchase | 2019-04-10 | $1,001 – $15,000 | 7.5 | 500 | Large Cap | Consumer | 42 | Normal | No | No | Yes | |
| COST | Costco Wholesale Corp | Sale | 2019-09-22 | $50,001 – $100,000 | 6 | 500 | Large Cap | Consumer | 42 | Above Average | No | Yes | No | |
| NVDA | NVIDIA Corporation | Purchase | 2019-02-03 | $1,001 – $15,000 | 6.5 | 500 | Mega Cap | Technology | 42 | Normal | No | No | No | |
| V | Visa Inc. | Sale | 2020-06-02 | $250,001 – $500,000 | 7 | 500 | Large Cap | Financial Services | 32 | Large | No | No | No | |
| CVX | Chevron Corporation | Purchase | 2020-09-06 | $1,001 – $15,000 | 7.5 | 500 | Large Cap | Energy | 41 | Normal | Yes | No | Yes | |
| KO | Coca-Cola Company | Purchase | 2020-07-27 | $1,001 – $15,000 | 6 | 500 | Large Cap | Consumer | 32 | Normal | No | Yes | No | |
| WFC | Wells Fargo & Company | Sale | 2020-08-13 | $1,001 – $15,000 | 6.5 | 500 | Large Cap | Financial Services | 36 | Normal | No | No | No | |
| GOOGL | Alphabet Inc. | Purchase | 2020-11-15 | $1,001 – $15,000 | 7 | 1800 | Mega Cap | Technology | 40 | Normal | No | No | No | |
| QQQ | Invesco QQQ Trust | Purchase | 2020-02-19 | $50,001 – $100,000 | 7.5 | 0 | ETF | ETF | 31 | Above Average | No | No | No | |
| ABBV | AbbVie Inc. | Purchase | 2020-09-15 | $50,001 – $100,000 | 6 | 500 | Large Cap | Consumer | 34 | Above Average | No | Yes | Yes | |
| XOM | Exxon Mobil Corporation | Purchase | 2020-12-18 | $1,001 – $15,000 | 6.5 | 500 | Large Cap | Energy | 44 | Normal | No | No | No | |
| CVX | Chevron Corporation | Purchase | 2020-02-18 | $1,001 – $15,000 | 7 | 500 | Large Cap | Energy | 30 | Normal | Yes | No | No | |
| JNJ | Johnson & Johnson | Purchase | 2020-03-11 | $50,001 – $100,000 | 7.5 | 500 | Large Cap | Consumer | 36 | Above Average | No | No | No | |
| XOM | Exxon Mobil Corporation | Sale | 2020-06-21 | $15,001 – $50,000 | 6 | 500 | Large Cap | Energy | 45 | Normal | No | Yes | No | |
| JNJ | Johnson & Johnson | Purchase | 2020-05-05 | $1,001 – $15,000 | 6.5 | 500 | Large Cap | Consumer | 35 | Normal | No | No | Yes | |
| MA | Mastercard Inc. | Sale | 2020-01-02 | $1,001 – $15,000 | 7 | 500 | Large Cap | Financial Services | 35 | Normal | No | No | No | |
| WFC | Wells Fargo & Company | Purchase | 2020-01-08 | $100,001 – $250,000 | 7.5 | 500 | Large Cap | Financial Services | 38 | Medium | No | No | No | |
| META | Meta Platforms Inc. | Purchase | 2020-07-27 | $1,001 – $15,000 | 6 | 500 | Mega Cap | Technology | 35 | Normal | No | Yes | No | |
| QQQ | Invesco QQQ Trust | Sale | 2020-11-09 | $1,001 – $15,000 | 6.5 | 0 | ETF | ETF | 35 | Normal | Yes | No | No | |
| TSLA | Tesla Inc. | Sale | 2020-02-22 | $1,001 – $15,000 | 7 | 500 | Mega Cap | Consumer | 31 | Normal | No | No | Yes | |
| PFE | Pfizer Inc. | Purchase | 2020-12-23 | $15,001 – $50,000 | 7.5 | 500 | Large Cap | Consumer | 38 | Normal | No | No | No | |
| META | Meta Platforms Inc. | Purchase | 2020-10-19 | $100,001 – $250,000 | 6 | 500 | Mega Cap | Technology | 38 | Medium | No | Yes | No | |
| MA | Mastercard Inc. | Purchase | 2020-12-20 | $15,001 – $50,000 | 6.5 | 500 | Large Cap | Financial Services | 32 | Normal | No | No | No | |
| MSFT | Microsoft Corporation | Purchase | 2020-03-04 | $100,001 – $250,000 | 7 | 2800 | Mega Cap | Technology | 41 | Medium | No | No | No | |
| COST | Costco Wholesale Corp | Purchase | 2020-10-21 | $50,001 – $100,000 | 7.5 | 500 | Large Cap | Consumer | 45 | Above Average | No | No | Yes | |
| COP | ConocoPhillips | Purchase | 2020-06-11 | $15,001 – $50,000 | 6 | 500 | Large Cap | Energy | 40 | Normal | Yes | Yes | No | |
| MSFT | Microsoft Corporation | Purchase | 2020-07-21 | $50,001 – $100,000 | 6.5 | 2800 | Mega Cap | Technology | 45 | Above Average | No | No | No | |
| META | Meta Platforms Inc. | Purchase | 2020-10-13 | $100,001 – $250,000 | 7 | 500 | Mega Cap | Technology | 39 | Medium | No | No | No | |
| MA | Mastercard Inc. | Purchase | 2020-10-13 | $1,001 – $15,000 | 7.5 | 500 | Large Cap | Financial Services | 34 | Normal | No | No | No | |
| XOM | Exxon Mobil Corporation | Sale | 2020-02-16 | $50,001 – $100,000 | 6 | 500 | Large Cap | Energy | 36 | Above Average | No | Yes | Yes | |
| WMT | Walmart Inc. | Purchase | 2020-10-03 | $250,001 – $500,000 | 6.5 | 500 | Large Cap | Consumer | 31 | Large | No | No | No | |
| V | Visa Inc. | Purchase | 2020-08-19 | $15,001 – $50,000 | 7 | 500 | Large Cap | Financial Services | 40 | Normal | No | No | No | |
| AAPL | Apple Inc. | Purchase | 2021-07-14 | $100,001 – $250,000 | 6.5 | 3200 | Mega Cap | Technology | 34 | Medium | No | No | No | |
| QQQ | Invesco QQQ Trust | Sale | 2021-02-28 | $500,001 – $1,000,000 | 7 | 0 | ETF | ETF | 39 | Large | No | No | No | |
| PFE | Pfizer Inc. | Sale | 2021-10-01 | $1,001 – $15,000 | 7.5 | 500 | Large Cap | Consumer | 41 | Normal | No | No | No | |
| CVX | Chevron Corporation | Sale | 2021-09-20 | $1,001 – $15,000 | 6 | 500 | Large Cap | Energy | 39 | Normal | Yes | Yes | No | |
| MSFT | Microsoft Corporation | Purchase | 2021-03-24 | $100,001 – $250,000 | 6.5 | 2800 | Mega Cap | Technology | 45 | Medium | No | No | Yes | |
| SPY | SPDR S&P 500 ETF Trust | Purchase | 2021-04-13 | $15,001 – $50,000 | 7 | 0 | ETF | ETF | 31 | Normal | No | No | No | |
| MA | Mastercard Inc. | Purchase | 2021-11-29 | $1,000,001 – $5,000,000 | 7.5 | 500 | Large Cap | Financial Services | 35 | Very Large | No | No | No | |
| WMT | Walmart Inc. | Sale | 2021-12-28 | $1,001 – $15,000 | 6 | 500 | Large Cap | Consumer | 33 | Normal | No | Yes | No | |
| V | Visa Inc. | Purchase | 2021-09-03 | $1,001 – $15,000 | 6.5 | 500 | Large Cap | Financial Services | 44 | Normal | No | No | No | |
| WFC | Wells Fargo & Company | Purchase | 2021-12-02 | $50,001 – $100,000 | 7 | 500 | Large Cap | Financial Services | 38 | Above Average | No | No | Yes | |
| DIS | Walt Disney Company | Sale | 2021-02-03 | $1,001 – $15,000 | 7.5 | 500 | Large Cap | Consumer | 30 | Normal | Yes | No | No | |
| TSLA | Tesla Inc. | Purchase | 2021-12-18 | $1,001 – $15,000 | 6 | 500 | Mega Cap | Consumer | 33 | Normal | No | Yes | No | |
| DIS | Walt Disney Company | Purchase | 2021-01-31 | $15,001 – $50,000 | 6.5 | 500 | Large Cap | Consumer | 39 | Normal | No | No | No | |
| NVDA | NVIDIA Corporation | Sale | 2021-05-24 | $1,001 – $15,000 | 7 | 500 | Mega Cap | Technology | 30 | Normal | No | No | No | |
| COST | Costco Wholesale Corp | Sale | 2021-12-09 | $50,001 – $100,000 | 7.5 | 500 | Large Cap | Consumer | 31 | Above Average | No | No | Yes | |
| BAC | Bank of America Corp | Purchase | 2021-09-26 | $250,001 – $500,000 | 6 | 500 | Large Cap | Financial Services | 39 | Large | No | Yes | No | |
| JNJ | Johnson & Johnson | Sale | 2021-10-27 | $500,001 – $1,000,000 | 6.5 | 500 | Large Cap | Consumer | 31 | Large | No | No | No | |
| ABBV | AbbVie Inc. | Purchase | 2021-10-30 | $1,001 – $15,000 | 7 | 500 | Large Cap | Consumer | 31 | Normal | Yes | No | No | |
| ABBV | AbbVie Inc. | Sale | 2021-10-08 | $1,001 – $15,000 | 7.5 | 500 | Large Cap | Consumer | 45 | Normal | No | No | No | |
| ABBV | AbbVie Inc. | Purchase | 2021-10-21 | $50,001 – $100,000 | 6 | 500 | Large Cap | Consumer | 36 | Above Average | No | Yes | Yes | |
| GOOGL | Alphabet Inc. | Sale | 2021-09-15 | $50,001 – $100,000 | 6.5 | 1800 | Mega Cap | Technology | 31 | Above Average | No | No | No | |
| PFE | Pfizer Inc. | Sale | 2021-04-09 | $1,001 – $15,000 | 7 | 500 | Large Cap | Consumer | 44 | Normal | No | No | No | |
| V | Visa Inc. | Purchase | 2021-02-26 | $15,001 – $50,000 | 7.5 | 500 | Large Cap | Financial Services | 30 | Normal | No | No | No | |
| JNJ | Johnson & Johnson | Sale | 2021-06-27 | $50,001 – $100,000 | 6 | 500 | Large Cap | Consumer | 44 | Above Average | No | Yes | No | |
| PFE | Pfizer Inc. | Sale | 2021-02-26 | $250,001 – $500,000 | 6.5 | 500 | Large Cap | Consumer | 43 | Large | Yes | No | Yes | |
| NVDA | NVIDIA Corporation | Purchase | 2021-09-16 | $250,001 – $500,000 | 7 | 500 | Mega Cap | Technology | 36 | Large | No | No | No | |
| WMT | Walmart Inc. | Purchase | 2021-01-31 | $100,001 – $250,000 | 7.5 | 500 | Large Cap | Consumer | 42 | Medium | No | No | No | |
| PFE | Pfizer Inc. | Sale | 2021-05-28 | $1,001 – $15,000 | 6 | 500 | Large Cap | Consumer | 37 | Normal | No | Yes | No | |
| COST | Costco Wholesale Corp | Sale | 2022-12-15 | $50,001 – $100,000 | 7 | 500 | Large Cap | Consumer | 39 | Above Average | No | No | No | |
| ABBV | AbbVie Inc. | Purchase | 2022-03-09 | $100,001 – $250,000 | 7.5 | 500 | Large Cap | Consumer | 44 | Medium | No | No | No | |
| JNJ | Johnson & Johnson | Sale | 2022-07-12 | $15,001 – $50,000 | 6 | 500 | Large Cap | Consumer | 33 | Normal | No | Yes | No | |
| ABBV | AbbVie Inc. | Sale | 2022-01-11 | $250,001 – $500,000 | 6.5 | 500 | Large Cap | Consumer | 41 | Large | Yes | No | No | |
| SPY | SPDR S&P 500 ETF Trust | Sale | 2022-02-07 | $15,001 – $50,000 | 7 | 0 | ETF | ETF | 40 | Normal | No | No | Yes | |
| NVDA | NVIDIA Corporation | Sale | 2022-04-27 | $100,001 – $250,000 | 7.5 | 500 | Mega Cap | Technology | 41 | Medium | No | No | No | |
| XOM | Exxon Mobil Corporation | Sale | 2022-09-07 | $1,001 – $15,000 | 6 | 500 | Large Cap | Energy | 34 | Normal | No | Yes | No | |
| PFE | Pfizer Inc. | Purchase | 2022-08-04 | $100,001 – $250,000 | 6.5 | 500 | Large Cap | Consumer | 32 | Medium | No | No | No | |
| KO | Coca-Cola Company | Purchase | 2022-04-25 | $50,001 – $100,000 | 7 | 500 | Large Cap | Consumer | 42 | Above Average | No | No | No | |
| NVDA | NVIDIA Corporation | Sale | 2022-07-07 | $15,001 – $50,000 | 7.5 | 500 | Mega Cap | Technology | 31 | Normal | No | No | Yes | |
| META | Meta Platforms Inc. | Sale | 2022-09-25 | $1,001 – $15,000 | 6 | 500 | Mega Cap | Technology | 34 | Normal | Yes | Yes | No | |
| XOM | Exxon Mobil Corporation | Purchase | 2022-10-20 | $50,001 – $100,000 | 6.5 | 500 | Large Cap | Energy | 44 | Above Average | No | No | No | |
| WMT | Walmart Inc. | Sale | 2022-11-02 | $50,001 – $100,000 | 7 | 500 | Large Cap | Consumer | 31 | Above Average | No | No | No | |
| ABBV | AbbVie Inc. | Sale | 2022-12-18 | $1,001 – $15,000 | 7.5 | 500 | Large Cap | Consumer | 45 | Normal | No | No | No | |
| KO | Coca-Cola Company | Sale | 2022-05-15 | $15,001 – $50,000 | 6 | 500 | Large Cap | Consumer | 33 | Normal | No | Yes | Yes | |
| AMZN | Amazon.com Inc. | Purchase | 2022-03-25 | $250,001 – $500,000 | 6.5 | 500 | Mega Cap | Consumer | 44 | Large | No | No | No | |
| COP | ConocoPhillips | Purchase | 2022-07-07 | $500,001 – $1,000,000 | 7 | 500 | Large Cap | Energy | 34 | Large | No | No | No | |
| DIS | Walt Disney Company | Sale | 2022-03-06 | $1,001 – $15,000 | 7.5 | 500 | Large Cap | Consumer | 32 | Normal | Yes | No | No | |
| AMZN | Amazon.com Inc. | Sale | 2022-09-18 | $15,001 – $50,000 | 6 | 500 | Mega Cap | Consumer | 41 | Normal | No | Yes | No | |
| UNH | UnitedHealth Group Inc. | Sale | 2022-06-28 | $100,001 – $250,000 | 6.5 | 500 | Large Cap | Consumer | 45 | Medium | No | No | Yes | |
| WFC | Wells Fargo & Company | Purchase | 2022-09-23 | $1,001 – $15,000 | 7 | 500 | Large Cap | Financial Services | 39 | Normal | No | No | No | |
| WMT | Walmart Inc. | Sale | 2022-06-20 | $1,001 – $15,000 | 7.5 | 500 | Large Cap | Consumer | 43 | Normal | No | No | No | |
| ABBV | AbbVie Inc. | Purchase | 2022-03-28 | $1,001 – $15,000 | 6 | 500 | Large Cap | Consumer | 32 | Normal | No | Yes | No | |
| META | Meta Platforms Inc. | Sale | 2022-01-18 | $1,001 – $15,000 | 6.5 | 500 | Mega Cap | Technology | 39 | Normal | No | No | No | |
| GOOGL | Alphabet Inc. | Purchase | 2022-06-05 | $15,001 – $50,000 | 7 | 1800 | Mega Cap | Technology | 42 | Normal | Yes | No | Yes | |
| XOM | Exxon Mobil Corporation | Purchase | 2022-05-31 | $1,001 – $15,000 | 7.5 | 500 | Large Cap | Energy | 36 | Normal | No | No | No | |
| MSFT | Microsoft Corporation | Purchase | 2022-12-26 | $100,001 – $250,000 | 6 | 2800 | Mega Cap | Technology | 34 | Medium | No | Yes | No | |
| GOOGL | Alphabet Inc. | Sale | 2022-05-25 | $50,001 – $100,000 | 6.5 | 1800 | Mega Cap | Technology | 34 | Above Average | No | No | No | |
| PFE | Pfizer Inc. | Sale | 2023-07-28 | $1,001 – $15,000 | 7.5 | 500 | Large Cap | Consumer | 36 | Normal | No | No | No | |
| PFE | Pfizer Inc. | Purchase | 2023-05-24 | $15,001 – $50,000 | 6 | 500 | Large Cap | Consumer | 38 | Normal | No | Yes | Yes | |
| NVDA | NVIDIA Corporation | Purchase | 2023-02-06 | $100,001 – $250,000 | 6.5 | 500 | Mega Cap | Technology | 34 | Medium | No | No | No | |
| MA | Mastercard Inc. | Purchase | 2023-08-29 | $15,001 – $50,000 | 7 | 500 | Large Cap | Financial Services | 38 | Normal | No | No | No | |
| GOOGL | Alphabet Inc. | Sale | 2023-03-23 | $15,001 – $50,000 | 7.5 | 1800 | Mega Cap | Technology | 38 | Normal | No | No | No | |
| COP | ConocoPhillips | Sale | 2023-04-19 | $1,001 – $15,000 | 6 | 500 | Large Cap | Energy | 38 | Normal | No | Yes | No | |
| META | Meta Platforms Inc. | Purchase | 2023-04-15 | $15,001 – $50,000 | 6.5 | 500 | Mega Cap | Technology | 31 | Normal | Yes | No | Yes | |
| AMZN | Amazon.com Inc. | Sale | 2023-11-13 | $100,001 – $250,000 | 7 | 500 | Mega Cap | Consumer | 38 | Medium | No | No | No | |
| TSLA | Tesla Inc. | Purchase | 2023-01-11 | $1,001 – $15,000 | 7.5 | 500 | Mega Cap | Consumer | 35 | Normal | No | No | No | |
| AAPL | Apple Inc. | Purchase | 2023-10-02 | $1,001 – $15,000 | 6 | 3200 | Mega Cap | Technology | 40 | Normal | No | Yes | No | |
| JNJ | Johnson & Johnson | Sale | 2023-08-03 | $100,001 – $250,000 | 6.5 | 500 | Large Cap | Consumer | 37 | Medium | No | No | No | |
| MA | Mastercard Inc. | Purchase | 2023-10-04 | $15,001 – $50,000 | 7 | 500 | Large Cap | Financial Services | 31 | Normal | No | No | Yes | |
| WFC | Wells Fargo & Company | Purchase | 2023-05-08 | $15,001 – $50,000 | 7.5 | 500 | Large Cap | Financial Services | 43 | Normal | No | No | No | |
| HD | Home Depot Inc. | Sale | 2023-12-15 | $50,001 – $100,000 | 6 | 500 | Large Cap | Consumer | 40 | Above Average | Yes | Yes | No | |
| COP | ConocoPhillips | Purchase | 2023-09-19 | $1,001 – $15,000 | 6.5 | 500 | Large Cap | Energy | 38 | Normal | No | No | No | |
| AMZN | Amazon.com Inc. | Purchase | 2023-03-11 | $1,001 – $15,000 | 7 | 500 | Mega Cap | Consumer | 37 | Normal | No | No | No | |
| MA | Mastercard Inc. | Sale | 2023-09-22 | $1,001 – $15,000 | 7.5 | 500 | Large Cap | Financial Services | 30 | Normal | No | No | Yes | |
| TSLA | Tesla Inc. | Purchase | 2023-10-23 | $50,001 – $100,000 | 6 | 500 | Mega Cap | Consumer | 30 | Above Average | No | Yes | No | |
| NVDA | NVIDIA Corporation | Purchase | 2023-06-01 | $1,001 – $15,000 | 6.5 | 500 | Mega Cap | Technology | 44 | Normal | No | No | No | |
| WMT | Walmart Inc. | Purchase | 2023-07-02 | $500,001 – $1,000,000 | 7 | 500 | Large Cap | Consumer | 41 | Large | No | No | No | |
| WFC | Wells Fargo & Company | Purchase | 2023-10-12 | $1,001 – $15,000 | 7.5 | 500 | Large Cap | Financial Services | 34 | Normal | Yes | No | No | |
| GS | Goldman Sachs Group Inc. | Purchase | 2023-03-15 | $1,001 – $15,000 | 6 | 500 | Large Cap | Financial Services | 38 | Normal | No | Yes | Yes | |
| MSFT | Microsoft Corporation | Purchase | 2023-10-01 | $1,001 – $15,000 | 6.5 | 2800 | Mega Cap | Technology | 35 | Normal | No | No | No | |
| PFE | Pfizer Inc. | Purchase | 2023-09-10 | $1,001 – $15,000 | 7 | 500 | Large Cap | Consumer | 44 | Normal | No | No | No | |
| WMT | Walmart Inc. | Sale | 2023-08-21 | $500,001 – $1,000,000 | 7.5 | 500 | Large Cap | Consumer | 38 | Large | No | No | No | |
| BAC | Bank of America Corp | Sale | 2023-03-28 | $250,001 – $500,000 | 6 | 500 | Large Cap | Financial Services | 38 | Large | No | Yes | No | |
| AAPL | Apple Inc. | Sale | 2024-09-18 | $50,001 – $100,000 | 6 | 3200 | Mega Cap | Technology | 34 | Above Average | No | Yes | No | |
| PG | Procter & Gamble Company | Sale | 2024-01-13 | $1,001 – $15,000 | 6.5 | 500 | Large Cap | Consumer | 38 | Normal | No | No | Yes | |
| JPM | JPMorgan Chase & Co. | Purchase | 2024-12-04 | $15,001 – $50,000 | 7 | 500 | Large Cap | Financial Services | 40 | Normal | No | No | No | |
| PFE | Pfizer Inc. | Purchase | 2024-08-19 | $15,001 – $50,000 | 7.5 | 500 | Large Cap | Consumer | 34 | Normal | No | No | No | |
| VTI | Vanguard Total Stock Market ETF | Sale | 2024-07-15 | $15,001 – $50,000 | 6 | 0 | ETF | ETF | 35 | Normal | Yes | Yes | No | |
| PG | Procter & Gamble Company | Sale | 2024-08-19 | $1,001 – $15,000 | 6.5 | 500 | Large Cap | Consumer | 41 | Normal | No | No | No | |
| WFC | Wells Fargo & Company | Purchase | 2024-12-08 | $1,001 – $15,000 | 7 | 500 | Large Cap | Financial Services | 38 | Normal | No | No | Yes | |
| PG | Procter & Gamble Company | Purchase | 2024-04-14 | $100,001 – $250,000 | 7.5 | 500 | Large Cap | Consumer | 30 | Medium | No | No | No | |
| MA | Mastercard Inc. | Sale | 2024-02-12 | $15,001 – $50,000 | 6 | 500 | Large Cap | Financial Services | 44 | Normal | No | Yes | No | |
| PFE | Pfizer Inc. | Purchase | 2024-02-17 | $1,001 – $15,000 | 6.5 | 500 | Large Cap | Consumer | 31 | Normal | No | No | No | |
| COST | Costco Wholesale Corp | Purchase | 2024-12-23 | $50,001 – $100,000 | 7 | 500 | Large Cap | Consumer | 36 | Above Average | No | No | No | |
| QQQ | Invesco QQQ Trust | Purchase | 2024-09-08 | $1,001 – $15,000 | 7.5 | 0 | ETF | ETF | 30 | Normal | Yes | No | Yes | |
| KO | Coca-Cola Company | Purchase | 2024-11-28 | $1,001 – $15,000 | 6 | 500 | Large Cap | Consumer | 41 | Normal | No | Yes | No | |
| GS | Goldman Sachs Group Inc. | Purchase | 2024-11-10 | $15,001 – $50,000 | 6.5 | 500 | Large Cap | Financial Services | 33 | Normal | No | No | No | |
| JPM | JPMorgan Chase & Co. | Sale | 2024-11-04 | $1,001 – $15,000 | 7 | 500 | Large Cap | Financial Services | 38 | Normal | No | No | No | |
| VTI | Vanguard Total Stock Market ETF | Purchase | 2024-10-06 | $1,001 – $15,000 | 7.5 | 0 | ETF | ETF | 44 | Normal | No | No | No | |
| GS | Goldman Sachs Group Inc. | Sale | 2024-04-19 | $50,001 – $100,000 | 6 | 500 | Large Cap | Financial Services | 30 | Above Average | No | Yes | Yes | |
| XOM | Exxon Mobil Corporation | Purchase | 2024-01-13 | $1,001 – $15,000 | 6.5 | 500 | Large Cap | Energy | 30 | Normal | No | No | No | |
| XOM | Exxon Mobil Corporation | Purchase | 2024-08-09 | $1,001 – $15,000 | 7 | 500 | Large Cap | Energy | 43 | Normal | Yes | No | No | |
| WFC | Wells Fargo & Company | Purchase | 2024-01-02 | $100,001 – $250,000 | 7.5 | 500 | Large Cap | Financial Services | 34 | Medium | No | No | No | |
| V | Visa Inc. | Purchase | 2024-10-23 | $1,001 – $15,000 | 6 | 500 | Large Cap | Financial Services | 39 | Normal | No | Yes | No | |
| BAC | Bank of America Corp | Purchase | 2024-12-17 | $50,001 – $100,000 | 6.5 | 500 | Large Cap | Financial Services | 43 | Above Average | No | No | Yes | |
| TSLA | Tesla Inc. | Sale | 2024-09-10 | $50,001 – $100,000 | 7 | 500 | Mega Cap | Consumer | 30 | Above Average | No | No | No | |
| AMZN | Amazon.com Inc. | Sale | 2024-03-26 | $50,001 – $100,000 | 7.5 | 500 | Mega Cap | Consumer | 38 | Above Average | No | No | No | |
| WFC | Wells Fargo & Company | Purchase | 2024-09-04 | $15,001 – $50,000 | 6 | 500 | Large Cap | Financial Services | 44 | Normal | No | Yes | No | |
| NVDA | NVIDIA Corporation | Purchase | 2025-02-13 | $1,001 – $15,000 | 6.5 | 500 | Mega Cap | Technology | 34 | Normal | No | No | No | |
| COST | Costco Wholesale Corp | Purchase | 2025-02-02 | $50,001 – $100,000 | 7 | 500 | Large Cap | Consumer | 34 | Above Average | No | No | No | |
| COST | Costco Wholesale Corp | Sale | 2025-02-10 | $1,001 – $15,000 | 7.5 | 500 | Large Cap | Consumer | 44 | Normal | No | No | Yes | |
| PG | Procter & Gamble Company | Purchase | 2025-01-20 | $1,001 – $15,000 | 6 | 500 | Large Cap | Consumer | 34 | Normal | No | Yes | No | |
| UNH | UnitedHealth Group Inc. | Sale | 2025-02-06 | $1,001 – $15,000 | 6.5 | 500 | Large Cap | Consumer | 38 | Normal | No | No | No | |
| BAC | Bank of America Corp | Purchase | 2025-02-20 | $1,001 – $15,000 | 7 | 500 | Large Cap | Financial Services | 37 | Normal | Yes | No | No | |
| AMZN | Amazon.com Inc. | Purchase | 2025-02-09 | $15,001 – $50,000 | 7.5 | 500 | Mega Cap | Consumer | 41 | Normal | No | No | No | |
| DIS | Walt Disney Company | Sale | 2025-02-04 | $15,001 – $50,000 | 6 | 500 | Large Cap | Consumer | 45 | Normal | No | Yes | Yes | |
| VTI | Vanguard Total Stock Market ETF | Purchase | 2025-02-28 | $100,001 – $250,000 | 6.5 | 0 | ETF | ETF | 44 | Medium | No | No | No | |
| WMT | Walmart Inc. | Purchase | 2025-01-19 | $50,001 – $100,000 | 7 | 500 | Large Cap | Consumer | 35 | Above Average | No | No | No | |
| BAC | Bank of America Corp | Purchase | 2025-01-31 | $15,001 – $50,000 | 7.5 | 500 | Large Cap | Financial Services | 44 | Normal | No | No | No | |
| DIS | Walt Disney Company | Sale | 2025-01-29 | $15,001 – $50,000 | 6 | 500 | Large Cap | Consumer | 33 | Normal | No | Yes | No | |
| MSFT | Microsoft Corporation | Purchase | 2025-01-10 | $1,001 – $15,000 | 6.5 | 2800 | Mega Cap | Technology | 36 | Normal | Yes | No | Yes | |
| XOM | Exxon Mobil Corporation | Sale | 2025-01-30 | $15,001 – $50,000 | 7 | 500 | Large Cap | Energy | 40 | Normal | No | No | No | |
| DIS | Walt Disney Company | Sale | 2025-02-25 | $1,001 – $15,000 | 7.5 | 500 | Large Cap | Consumer | 42 | Normal | No | No | No | |
| SPY | SPDR S&P 500 ETF Trust | Sale | 2025-01-26 | $50,001 – $100,000 | 6 | 0 | ETF | ETF | 31 | Above Average | No | Yes | No | |
| AMZN | Amazon.com Inc. | Purchase | 2025-01-27 | $1,001 – $15,000 | 6.5 | 500 | Mega Cap | Consumer | 45 | Normal | No | No | No | |
| JNJ | Johnson & Johnson | Purchase | 2025-02-09 | $100,001 – $250,000 | 7 | 500 | Large Cap | Consumer | 39 | Medium | No | No | Yes | |
| UNH | UnitedHealth Group Inc. | Purchase | 2025-02-11 | $1,001 – $15,000 | 7.5 | 500 | Large Cap | Consumer | 34 | Normal | No | No | No | |
| KO | Coca-Cola Company | Purchase | 2025-02-17 | $50,001 – $100,000 | 6 | 500 | Large Cap | Consumer | 30 | Above Average | Yes | Yes | No | |
| XOM | Exxon Mobil Corporation | Purchase | 2025-01-15 | $1,001 – $15,000 | 6.5 | 500 | Large Cap | Energy | 35 | Normal | No | No | No | |
| V | Visa Inc. | Purchase | 2025-02-26 | $1,001 – $15,000 | 7 | 500 | Large Cap | Financial Services | 36 | Normal | No | No | No | |
| COP | ConocoPhillips | Purchase | 2025-01-10 | $1,001 – $15,000 | 7.5 | 500 | Large Cap | Energy | 45 | Normal | No | No | Yes | |
| KO | Coca-Cola Company | Purchase | 2025-02-09 | $50,001 – $100,000 | 6 | 500 | Large Cap | Consumer | 37 | Above Average | No | Yes | No | |
| BAC | Bank of America Corp | Purchase | 2025-01-24 | $1,001 – $15,000 | 6.5 | 500 | Large Cap | Financial Services | 40 | Normal | No | No | No | |
| XOM | Exxon Mobil Corporation | Purchase | 2025-01-27 | $250,001 – $500,000 | 7 | 500 | Large Cap | Energy | 32 | Large | No | No | No | |
| SPY | SPDR S&P 500 ETF Trust | Purchase | 2025-01-07 | $1,001 – $15,000 | 7.5 | 0 | ETF | ETF | 32 | Normal | Yes | No | No | |
| MSFT | Microsoft Corporation | Purchase | 2025-01-21 | $15,001 – $50,000 | 6 | 2800 | Mega Cap | Technology | 39 | Normal | No | Yes | Yes | |
| AAPL | Apple Inc. | Sale | 2025-01-26 | $250,001 – $500,000 | 6.5 | 3200 | Mega Cap | Technology | 40 | Large | No | No | No | |
| KO | Coca-Cola Company | Purchase | 2025-02-21 | $1,001 – $15,000 | 7 | 500 | Large Cap | Consumer | 36 | Normal | No | No | No |