Jonathan Jackson(age: 60)
163
Total Trades
93
Buys
70
Sells
$2.1M
Est. Net Worth (2023)
$375K - $2.9M
Disclosed Trades Value
2026-01-30
Last Trade
Portfolio Concentration
Top holdings by estimated value — hover for details
Estimated Portfolio
Derived from disclosed trades. Amounts are STOCK Act disclosure ranges, not exact values.
| Ticker | Company | Last Action | Buys | Sells | Est. Value | Last Trade |
|---|---|---|---|---|---|---|
 IBM
|
International Business Machines Corp | sell | 2 | 1 | $50K - $148K | Aug 13 2025 |
 SHOP
|
Shopify Inc | sell | 3 | 1 | $0 - $114K | Jan 30 2026 |
 PANW
|
Palo Alto Networks Inc | sell | 2 | 1 | $36K - $113K | Mar 17 2025 |
 VSAT
|
ViaSat Inc | buy | 1 | 0 | $50K - $100K | Jan 22 2026 |
 WMT
|
Walmart Inc | buy | 1 | 0 | $50K - $100K | Jan 13 2026 |
 CAH
|
Cardinal Health Inc | buy | 1 | 0 | $50K - $100K | Jan 12 2024 |
 MAR
|
Marriott International Inc | buy | 2 | 0 | $30K - $100K | Oct 11 2023 |
 HOOD
|
Robinhood Markets Inc | sell | 3 | 2 | $0 - $98K | Jan 20 2026 |
 AMAT
|
Applied Materials Inc | sell | 1 | 1 | $1 - $84K | Nov 27 2024 |
 AMZN
|
Amazon.com Inc | buy | 4 | 1 | $0 - $79K | Apr 23 2025 |
 CHD
|
Church & Dwight Co Inc | sell | 4 | 2 | $0 - $78K | May 14 2025 |
 CRM
|
salesforce.com Inc | sell | 2 | 2 | $0 - $69K | Mar 11 2025 |
 ASML
|
ASML Holding NV | sell | 2 | 2 | $0 - $69K | Oct 28 2024 |
 JPM
|
JPMorgan Chase & Co | buy | 2 | 0 | $16K - $65K | Jan 20 2026 |
 THC
|
Tenet Healthcare Corp | buy | 2 | 0 | $16K - $65K | Dec 10 2025 |
 MCK
|
McKesson Corp | sell | 4 | 1 | $0 - $58K | Oct 08 2025 |
 META
|
Meta Platforms Inc | sell | 4 | 2 | $0 - $57K | Nov 11 2025 |
 C
|
Citigroup Inc | buy | 1 | 0 | $15K - $50K | Jan 30 2026 |
 GEV
|
GE VERNOVA INC | buy | 1 | 0 | $15K - $50K | Jan 30 2026 |
 ORLY
|
O'Reilly Automotive Inc | buy | 1 | 0 | $15K - $50K | Dec 16 2024 |
 SPG
|
Simon Property Group Inc | buy | 1 | 0 | $15K - $50K | Aug 26 2024 |
 NVDA
|
NVIDIA Corporation | buy | 1 | 0 | $15K - $50K | Apr 14 2023 |
 NFLX
|
Netflix Inc | sell | 1 | 1 | $0 - $49K | Dec 08 2025 |
 LIN
|
Linde PLC | sell | 2 | 1 | $0 - $49K | May 07 2025 |
 W
|
Wayfair Inc | sell | 2 | 1 | $0 - $49K | Jan 17 2024 |
 HON
|
Honeywell International Inc | sell | 1 | 1 | $0 - $49K | Nov 16 2023 |
 LRCX
|
Lam Research Corp | sell | 2 | 2 | $0 - $48K | Sep 03 2025 |
 LLY
|
Eli Lilly and Co | sell | 2 | 2 | $0 - $48K | Jun 03 2025 |
 REGN
|
Regeneron Pharmaceuticals Inc | sell | 2 | 2 | $0 - $48K | Nov 13 2024 |
 TMUS
|
T-Mobile US Inc | sell | 4 | 2 | $0 - $43K | Jan 13 2026 |
 PLTR
|
Palantir Technologies Inc | sell | 1 | 1 | $0 - $34K | Jan 16 2026 |
 MELI
|
MercadoLibre Inc | sell | 1 | 1 | $0 - $34K | Dec 10 2025 |
 DOCS
|
DOXIMITY INC | sell | 1 | 1 | $0 - $34K | Nov 06 2025 |
 GOOGL
|
Alphabet Inc | sell | 1 | 1 | $0 - $34K | Apr 21 2025 |
 ARMK
|
Aramark | sell | 1 | 1 | $0 - $34K | Apr 10 2025 |
 GD
|
General Dynamics Corp | sell | 1 | 1 | $0 - $34K | Dec 16 2024 |
 TIMB
|
TIM S.A. | sell | 1 | 1 | $0 - $34K | Dec 09 2024 |
 AES
|
The AES Corp | sell | 1 | 1 | $0 - $34K | Sep 19 2024 |
| TECK | Teck Resources Ltd | sell | 1 | 1 | $0 - $34K | Jul 23 2024 |
 COP
|
ConocoPhillips | sell | 1 | 1 | $0 - $34K | Jul 05 2024 |
 ACI
|
Albertsons Cos Inc | sell | 1 | 1 | $0 - $34K | Jul 03 2024 |
 HXL
|
Hexcel Corp | sell | 1 | 1 | $0 - $34K | Apr 24 2024 |
 LULU
|
Lululemon Athletica Inc | sell | 1 | 1 | $0 - $34K | Apr 02 2024 |
 INTC
|
Intel Corp | sell | 1 | 1 | $0 - $34K | Mar 13 2024 |
 BP
|
BP PLC | sell | 1 | 1 | $0 - $34K | Jan 08 2024 |
| CHX | Championx Corp | sell | 1 | 1 | $0 - $34K | Nov 16 2023 |
 EL
|
The Estee Lauder Cos Inc | sell | 1 | 1 | $0 - $34K | Jun 07 2023 |
 BHF
|
Brighthouse Financial Inc | sell | 1 | 1 | $0 - $34K | Apr 14 2023 |
 WMB
|
The Williams Cos Inc | sell | 2 | 1 | $0 - $28K | Apr 23 2025 |
 GS
|
The Goldman Sachs Group Inc | sell | 2 | 1 | $0 - $28K | Apr 07 2025 |
 KKR
|
KKR & Co Inc | sell | 2 | 1 | $0 - $28K | Apr 04 2025 |
 STT
|
State Street Corporation | buy | 1 | 0 | $1K - $15K | Nov 11 2025 |
 EME
|
EMCOR Group Inc | buy | 1 | 0 | $1K - $15K | Aug 29 2023 |
 ARM
|
ARM HOLDINGS PLC | sell | 1 | 1 | $0 - $13K | Sep 02 2025 |
 FMX
|
Fomento Economico Mexican SAB de CV | sell | 1 | 1 | $0 - $13K | Jul 17 2025 |
Trade History
All STOCK Act disclosures, newest first.
| Trade Date | Filed | Ticker | Asset | Type | Amount | Owner |
|---|---|---|---|---|---|---|
| Jan 30 2026 | Feb 24 2026 |
C
|
Citigroup Inc | buy | $15K - $50K | Joint |
| Jan 30 2026 | Feb 24 2026 |
GEV
|
GE VERNOVA INC | buy | $15K - $50K | Joint |
| Jan 30 2026 | Feb 24 2026 |
SHOP
|
Shopify Inc | sell | $50K - $100K | Not Disclosed |
| Jan 22 2026 | Feb 24 2026 | — | COUPANG INC | sell | $15K - $50K | Joint |
| Jan 22 2026 | Feb 24 2026 |
VSAT
|
ViaSat Inc | buy | $50K - $100K | Joint |
| Jan 20 2026 | Feb 24 2026 |
JPM
|
JPMorgan Chase & Co | buy | $1K - $15K | Spouse |
| Jan 20 2026 | Feb 24 2026 |
HOOD
|
Robinhood Markets Inc | sell | $1K - $15K | Spouse |
| Jan 16 2026 | Feb 24 2026 |
PLTR
|
Palantir Technologies Inc | sell | $15K - $50K | Joint |
| Jan 13 2026 | Feb 24 2026 |
TMUS
|
T-Mobile US Inc | sell | $50K - $100K | Joint |
| Jan 13 2026 | Feb 24 2026 |
WMT
|
Walmart Inc | buy | $50K - $100K | Joint |
| Dec 22 2025 | Jan 09 2026 |
PLTR
|
Palantir Technologies Inc | buy | $15K - $50K | Joint |
| Dec 22 2025 | Jan 09 2026 |
HOOD
|
Robinhood Markets Inc | sell | $15K - $50K | Joint |
| Dec 10 2025 | Jan 09 2026 |
MELI
|
MercadoLibre Inc | sell | $15K - $50K | Joint |
| Dec 10 2025 | Jan 09 2026 |
THC
|
Tenet Healthcare Corp | buy | $15K - $50K | Joint |
| Dec 08 2025 | Jan 09 2026 |
NFLX
|
Netflix Inc | sell | $50K - $100K | Joint |
| Dec 08 2025 | Jan 09 2026 |
SHOP
|
Shopify Inc | buy | $50K - $100K | Joint |
| Nov 11 2025 | Dec 08 2025 |
META
|
Meta Platforms Inc | sell | $1K - $15K | Spouse |
| Nov 11 2025 | Dec 08 2025 |
STT
|
State Street Corporation | buy | $1K - $15K | Spouse |
| Nov 11 2025 | Dec 08 2025 |
TMUS
|
T-Mobile US Inc | sell | $1K - $15K | Spouse |
| Nov 06 2025 | Dec 08 2025 |
DOCS
|
DOXIMITY INC | sell | $15K - $50K | Joint |
| Nov 06 2025 | Dec 08 2025 |
HOOD
|
Robinhood Markets Inc | buy | $15K - $50K | Joint |
| Oct 08 2025 | Nov 11 2025 |
MCK
|
McKesson Corp | sell | $1K - $15K | Not Disclosed |
| Oct 08 2025 | Nov 11 2025 |
HOOD
|
Robinhood Markets Inc | buy | $15K - $50K | Joint |
| Oct 08 2025 | Nov 11 2025 |
SHOP
|
Shopify Inc | buy | $1K - $15K | Not Disclosed |
| Oct 06 2025 | Nov 11 2025 |
SHOP
|
Shopify Inc | buy | $15K - $50K | Joint |
| Sep 05 2025 | Oct 16 2025 |
HOOD
|
Robinhood Markets Inc | buy | $1K - $15K | Spouse |
| Sep 03 2025 | Oct 16 2025 |
LRCX
|
Lam Research Corp | sell | $1K - $15K | Spouse |
| Sep 03 2025 | Oct 16 2025 |
THC
|
Tenet Healthcare Corp | buy | $1K - $15K | Spouse |
| Sep 02 2025 | Oct 16 2025 |
ARM
|
ARM HOLDINGS PLC | sell | $1K - $15K | Spouse |
| Aug 25 2025 | Sep 24 2025 |
DOCS
|
DOXIMITY INC | buy | $15K - $50K | Joint |
| Aug 13 2025 | Sep 24 2025 |
LRCX
|
Lam Research Corp | buy | $1K - $15K | Spouse |
| Aug 13 2025 | Sep 24 2025 |
IBM
|
International Business Machines Corp | sell | $1K - $15K | Spouse |
| Jul 17 2025 | Aug 26 2025 |
ARM
|
ARM HOLDINGS PLC | buy | $1K - $15K | Spouse |
| Jul 17 2025 | Aug 26 2025 |
FMX
|
Fomento Economico Mexican SAB de CV | sell | $1K - $15K | Spouse |
| Jun 03 2025 | Jul 15 2025 |
LLY
|
Eli Lilly and Co | sell | $15K - $50K | Joint |
| Jun 03 2025 | Jul 15 2025 |
IBM
|
International Business Machines Corp | buy | $15K - $50K | Joint |
| May 21 2025 | Aug 26 2025 |
LLY
|
Eli Lilly and Co | sell | $1K - $15K | Spouse |
| May 21 2025 | Aug 26 2025 |
FMX
|
Fomento Economico Mexican SAB de CV | buy | $1K - $15K | Spouse |
| May 21 2025 | Aug 26 2025 | — | IBM INTERNATIONAL GROUP CAPITAL | buy | $1K - $15K | Spouse |
| May 14 2025 | Jun 16 2025 |
CHD
|
Church & Dwight Co Inc | sell | $15K - $50K | Joint |
| May 14 2025 | Jun 16 2025 |
IBM
|
International Business Machines Corp | buy | $50K - $100K | Joint |
| May 07 2025 | Jun 16 2025 |
LIN
|
Linde PLC | sell | $50K - $100K | Joint |
| May 05 2025 | Aug 26 2025 |
CHD
|
Church & Dwight Co Inc | sell | $1K - $15K | Spouse |
| Apr 23 2025 | Aug 26 2025 |
AMZN
|
Amazon.com Inc | buy | $1K - $15K | Spouse |
| Apr 23 2025 | Aug 26 2025 |
CHD
|
Church & Dwight Co Inc | buy | $1K - $15K | Not Disclosed |
| Apr 23 2025 | Aug 26 2025 |
LLY
|
Eli Lilly and Co | buy | $1K - $15K | Spouse |
| Apr 23 2025 | Aug 26 2025 |
MCK
|
McKesson Corp | buy | $1K - $15K | Spouse |
| Apr 23 2025 | Aug 26 2025 |
META
|
Meta Platforms Inc | buy | $1K - $15K | Spouse |
| Apr 23 2025 | Aug 26 2025 |
TMUS
|
T-Mobile US Inc | buy | $1K - $15K | Spouse |
| Apr 23 2025 | Aug 26 2025 |
WMB
|
The Williams Cos Inc | sell | $1K - $15K | Spouse |
| Apr 21 2025 | May 14 2025 |
GOOGL
|
Alphabet Inc | sell | $15K - $50K | Joint |
| Apr 21 2025 | May 14 2025 |
LLY
|
Eli Lilly and Co | buy | $15K - $50K | Joint |
| Apr 16 2025 | May 14 2025 |
AMZN
|
Amazon.com Inc | sell | $15K - $50K | Joint |
| Apr 16 2025 | May 14 2025 |
META
|
Meta Platforms Inc | sell | $1K - $15K | Joint |
| Apr 16 2025 | May 14 2025 |
NFLX
|
Netflix Inc | buy | $50K - $100K | Joint |
| Apr 10 2025 | May 14 2025 |
ARMK
|
Aramark | sell | $15K - $50K | Joint |
| Apr 10 2025 | May 14 2025 |
 MSFT
|
Microsoft Corp | sell | $50K - $100K | Joint |
| Apr 07 2025 | Aug 26 2025 |
GS
|
The Goldman Sachs Group Inc | sell | $1K - $15K | Spouse |
| Apr 04 2025 | Aug 26 2025 |
KKR
|
KKR & Co Inc | sell | $1K - $15K | Spouse |
| Mar 28 2025 | Apr 08 2025 | — | ILLINOIS WESLEYAN UNIVERSITY | buy | $15K - $50K | Joint |
| Mar 24 2025 | Aug 26 2025 |
AMZN
|
Amazon.com Inc | buy | $1K - $15K | Spouse |
| Mar 24 2025 | Aug 26 2025 |
CHD
|
Church & Dwight Co Inc | buy | $1K - $15K | Spouse |
| Mar 24 2025 | Aug 26 2025 |
GS
|
The Goldman Sachs Group Inc | buy | $1K - $15K | Spouse |
| Mar 24 2025 | Aug 26 2025 |
KKR
|
KKR & Co Inc | buy | $1K - $15K | Spouse |
| Mar 24 2025 | Aug 26 2025 |
MCK
|
McKesson Corp | buy | $1K - $15K | Spouse |
| Mar 24 2025 | Aug 26 2025 |
META
|
Meta Platforms Inc | buy | $1K - $15K | Spouse |
| Mar 24 2025 | Aug 26 2025 |
TMUS
|
T-Mobile US Inc | buy | $1K - $15K | Spouse |
| Mar 24 2025 | Aug 26 2025 |
WMB
|
The Williams Cos Inc | buy | $1K - $15K | Spouse |
| Mar 17 2025 | Aug 26 2025 |
PANW
|
Palo Alto Networks Inc | sell | $1K - $15K | Spouse |
| Mar 17 2025 | Aug 26 2025 |
WMB
|
The Williams Cos Inc | buy | $1K - $15K | Spouse |
| Mar 11 2025 | Apr 08 2025 |
CRM
|
salesforce.com Inc | sell | $15K - $50K | Joint |
| Mar 04 2025 | Apr 08 2025 |
MCK
|
McKesson Corp | buy | $1K - $15K | Not Disclosed |
| Mar 04 2025 | Apr 08 2025 |
MSFT
|
Microsoft Corp | sell | $1K - $15K | Not Disclosed |
| Mar 03 2025 | Aug 26 2025 |
AMZN
|
Amazon.com Inc | buy | $1K - $15K | Spouse |
| Mar 03 2025 | Aug 26 2025 |
CHD
|
Church & Dwight Co Inc | buy | $1K - $15K | Spouse |
| Mar 03 2025 | Aug 26 2025 |
GS
|
The Goldman Sachs Group Inc | buy | $1K - $15K | Spouse |
| Mar 03 2025 | Aug 26 2025 |
KKR
|
KKR & Co Inc | buy | $1K - $15K | Spouse |
| Mar 03 2025 | Aug 26 2025 |
MCK
|
McKesson Corp | buy | $1K - $15K | Spouse |
| Mar 03 2025 | Aug 26 2025 |
META
|
Meta Platforms Inc | buy | $1K - $15K | Spouse |
| Mar 03 2025 | Aug 26 2025 |
PANW
|
Palo Alto Networks Inc | buy | $1K - $15K | Spouse |
| Mar 03 2025 | Aug 26 2025 |
TMUS
|
T-Mobile US Inc | buy | $1K - $15K | Spouse |
| Dec 16 2024 | Jan 17 2025 |
GD
|
General Dynamics Corp | sell | $15K - $50K | Joint |
| Dec 16 2024 | Jan 17 2025 |
ORLY
|
O'Reilly Automotive Inc | buy | $15K - $50K | Joint |
| Dec 09 2024 | Jan 17 2025 |
META
|
Meta Platforms Inc | buy | $1K - $15K | Joint |
| Dec 09 2024 | Jan 17 2025 |
TIMB
|
TIM S.A. | sell | $15K - $50K | Joint |
| Nov 27 2024 | Dec 13 2024 |
AMZN
|
Amazon.com Inc | buy | $15K - $50K | Joint |
| Nov 27 2024 | Dec 13 2024 |
AMAT
|
Applied Materials Inc | sell | $15K - $50K | Joint |
| Nov 13 2024 | Dec 13 2024 |
CHD
|
Church & Dwight Co Inc | buy | $15K - $50K | Joint |
| Nov 13 2024 | Dec 13 2024 |
REGN
|
Regeneron Pharmaceuticals Inc | sell | $15K - $50K | Joint |
| Nov 01 2024 | Dec 13 2024 |
REGN
|
Regeneron Pharmaceuticals Inc | sell | $1K - $15K | Joint |
| Oct 28 2024 | Dec 02 2024 |
ASML
|
ASML Holding NV | sell | $15K - $50K | Joint |
| Oct 28 2024 | Dec 02 2024 |
CRM
|
salesforce.com Inc | buy | $15K - $50K | Joint |
| Sep 24 2024 | Oct 14 2024 |
GD
|
General Dynamics Corp | buy | $15K - $50K | Joint |
| Sep 24 2024 | Oct 14 2024 |
 MRK
|
Merck & Co Inc | sell | $15K - $50K | Joint |
| Sep 19 2024 | Oct 14 2024 |
ARMK
|
Aramark | buy | $15K - $50K | Joint |
| Sep 19 2024 | Oct 14 2024 |
AES
|
The AES Corp | sell | $15K - $50K | Joint |
| Aug 26 2024 | Sep 23 2024 |
LRCX
|
Lam Research Corp | sell | $15K - $50K | Joint |
| Aug 26 2024 | Sep 23 2024 |
SPG
|
Simon Property Group Inc | buy | $15K - $50K | Joint |
| Jul 23 2024 | Aug 13 2024 | TECK | Teck Resources Ltd | sell | $15K - $50K | Joint |
| Jul 09 2024 | Aug 13 2024 |
CRM
|
salesforce.com Inc | sell | $15K - $50K | Joint |
| Jul 09 2024 | Aug 13 2024 | TECK | Teck Resources Ltd | buy | $15K - $50K | Joint |
| Jul 09 2024 | Aug 13 2024 |
AES
|
The AES Corp | buy | $15K - $50K | Joint |
| Jul 05 2024 | Aug 13 2024 |
COP
|
ConocoPhillips | sell | $15K - $50K | Joint |
| Jul 03 2024 | Aug 13 2024 |
ACI
|
Albertsons Cos Inc | sell | $15K - $50K | Joint |
| Jul 03 2024 | Aug 13 2024 | — | COUPANG INC | buy | $15K - $50K | Joint |
| Apr 24 2024 | May 07 2024 |
HXL
|
Hexcel Corp | sell | $15K - $50K | Joint |
| Apr 24 2024 | May 07 2024 |
JPM
|
JPMorgan Chase & Co | buy | $15K - $50K | Joint |
| Apr 02 2024 | May 07 2024 |
COP
|
ConocoPhillips | buy | $15K - $50K | Joint |
| Apr 02 2024 | May 07 2024 |
LULU
|
Lululemon Athletica Inc | sell | $15K - $50K | Joint |
| Mar 13 2024 | Apr 25 2024 |
ASML
|
ASML Holding NV | buy | $15K - $50K | Joint |
| Mar 13 2024 | Apr 25 2024 |
INTC
|
Intel Corp | sell | $15K - $50K | Joint |
| Mar 13 2024 | Apr 25 2024 |
 ADI
|
Analog Devices Inc | sell | $15K - $50K | Joint |
| Mar 13 2024 | Apr 25 2024 |
 AAPL
|
Apple Inc | sell | $15K - $50K | Joint |
| Mar 13 2024 | Apr 25 2024 |
AMAT
|
Applied Materials Inc | buy | $50K - $100K | Joint |
| Feb 16 2024 | Mar 20 2024 |
HXL
|
Hexcel Corp | buy | $15K - $50K | Joint |
| Jan 19 2024 | Feb 16 2024 |
LRCX
|
Lam Research Corp | buy | $15K - $50K | Joint |
| Jan 17 2024 | Feb 16 2024 |
REGN
|
Regeneron Pharmaceuticals Inc | buy | $1K - $15K | Joint |
| Jan 17 2024 | Feb 16 2024 |
W
|
Wayfair Inc | sell | $15K - $50K | Joint |
| Jan 12 2024 | Feb 16 2024 |
CAH
|
Cardinal Health Inc | buy | $50K - $100K | Joint |
| Jan 08 2024 | Feb 16 2024 |
BP
|
BP PLC | sell | $15K - $50K | Joint |
| Jan 08 2024 | Feb 16 2024 |
INTC
|
Intel Corp | buy | $15K - $50K | Joint |
| Dec 20 2023 | Jan 15 2024 |
 HEI
|
HEICO Corp | sell | $15K - $50K | Joint |
| Dec 20 2023 | Jan 15 2024 |
W
|
Wayfair Inc | buy | $1K - $15K | Joint |
| Dec 15 2023 | Jan 15 2024 |
W
|
Wayfair Inc | buy | $15K - $50K | Joint |
| Dec 14 2023 | Jan 15 2024 |
ACI
|
Albertsons Cos Inc | buy | $15K - $50K | Joint |
| Dec 01 2023 | Jan 15 2024 |
PANW
|
Palo Alto Networks Inc | buy | $50K - $100K | Joint |
| Nov 16 2023 | Dec 05 2023 |
ASML
|
ASML Holding NV | sell | $15K - $50K | Joint |
| Nov 16 2023 | Dec 05 2023 | CHX | Championx Corp | sell | $15K - $50K | Joint |
| Nov 16 2023 | Dec 05 2023 |
HON
|
Honeywell International Inc | sell | $50K - $100K | Joint |
| Nov 07 2023 | Dec 05 2023 |
TMUS
|
T-Mobile US Inc | buy | $15K - $50K | Joint |
| Oct 30 2023 | Nov 17 2023 |
LULU
|
Lululemon Athletica Inc | buy | $15K - $50K | Joint |
| Oct 30 2023 | Nov 17 2023 |
 HSY
|
The Hershey Co | sell | $15K - $50K | Joint |
| Oct 11 2023 | Nov 17 2023 |
 GPK
|
Graphic Packaging Holding Co | sell | $15K - $50K | Joint |
| Oct 11 2023 | Nov 17 2023 |
MAR
|
Marriott International Inc | buy | $15K - $50K | Joint |
| Oct 04 2023 | Nov 17 2023 |
 NEE
|
NextEra Energy Inc | sell | $15K - $50K | Joint |
| Sep 26 2023 | Nov 02 2023 |
 DTE
|
DTE Energy Co | sell | $15K - $50K | Joint |
| Sep 19 2023 | Nov 02 2023 | CHX | Championx Corp | buy | $15K - $50K | Joint |
| Sep 19 2023 | Nov 02 2023 |
NEE
|
NextEra Energy Inc | sell | $15K - $50K | Joint |
| Aug 31 2023 | Sep 12 2023 |
TIMB
|
TIM S.A. | buy | $15K - $50K | Joint |
| Aug 31 2023 | Sep 12 2023 |
 WCN
|
Waste Connections Inc | sell | $15K - $50K | Joint |
| Aug 29 2023 | Sep 12 2023 |
EME
|
EMCOR Group Inc | buy | $1K - $15K | Joint |
| Aug 29 2023 | Sep 12 2023 |
NEE
|
NextEra Energy Inc | sell | $1K - $15K | Joint |
| Jul 31 2023 | Aug 10 2023 |
LIN
|
Linde PLC | buy | $15K - $50K | Joint |
| Jul 18 2023 | Aug 10 2023 |
LIN
|
Linde PLC | buy | $15K - $50K | Joint |
| Jul 18 2023 | Aug 10 2023 |
NEE
|
NextEra Energy Inc | sell | $15K - $50K | Joint |
| Jun 23 2023 | Jul 10 2023 |
 DE
|
DEERE & COMPANY | sell | $15K - $50K | Joint |
| Jun 23 2023 | Jul 10 2023 |
REGN
|
Regeneron Pharmaceuticals Inc | buy | $15K - $50K | Joint |
| Jun 09 2023 | Jul 10 2023 |
CRM
|
salesforce.com Inc | buy | $15K - $50K | Joint |
| Jun 07 2023 | Jul 10 2023 |
GOOGL
|
Alphabet Inc | buy | $15K - $50K | Joint |
| Jun 07 2023 | Jul 10 2023 |
EL
|
The Estee Lauder Cos Inc | sell | $15K - $50K | Joint |
| Jun 06 2023 | Jul 10 2023 |
MAR
|
Marriott International Inc | buy | $15K - $50K | Joint |
| May 26 2023 | Jun 07 2023 |
ASML
|
ASML Holding NV | buy | $15K - $50K | Joint |
| May 26 2023 | Jun 07 2023 |
NEE
|
NextEra Energy Inc | sell | $15K - $50K | Joint |
| May 23 2023 | Jun 07 2023 |
MELI
|
MercadoLibre Inc | buy | $15K - $50K | Joint |
| May 12 2023 | Jun 07 2023 |
BP
|
BP PLC | buy | $15K - $50K | Joint |
| May 02 2023 | Jun 07 2023 |
EL
|
The Estee Lauder Cos Inc | buy | $15K - $50K | Joint |
| May 01 2023 | Jun 07 2023 |
HON
|
Honeywell International Inc | buy | $50K - $100K | Joint |
| Apr 28 2023 | May 15 2023 | — | 3 I ROADWORK INC | sell | $1K - $15K | Not Disclosed |
| Apr 14 2023 | May 15 2023 | — | ILLINOIS HOUSING DEVELOPMENT AUTHORITY | buy | $1K - $15K | Joint |
| Apr 14 2023 | May 15 2023 |
NVDA
|
NVIDIA Corporation | buy | $15K - $50K | Joint |
| Apr 14 2023 | May 15 2023 |
BHF
|
Brighthouse Financial Inc | sell | $15K - $50K | Joint |
| Feb 28 2023 | May 15 2023 |
 UNH
|
Unitedhealth Group Inc | sell | $15K - $50K | Joint |
| Feb 28 2023 | May 15 2023 |
BHF
|
Brighthouse Financial Inc | buy | $15K - $50K | Joint |