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