Sale (Full)
- Date
- Oct 2, 2026
- Reported value
- $15,001 - $50,000
- At trade
- $76.83
- Latest
- $78.22
- Return
- +1.81%
- Filing
- Oct 13, 2026 ↗
All transactions144
Purchases6
Sales134
PerformanceAverage return based on each purchase date+2.39%
Latest filing10/13/26
144 records
- Sale (Full)
- Date
- Sep 23, 2026
- Reported value
- $1,001 - $15,000
- At trade
- $335.21
- Latest
- $346.16
- Return
- +3.27%
- Filing
- Oct 13, 2026 ↗
- Sale (Full)
- Date
- Sep 23, 2026
- Reported value
- $50,001 - $100,000
- At trade
- $169.39
- Latest
- $177.01
- Return
- +4.50%
- Filing
- Oct 13, 2026 ↗
- Date
- Sep 23, 2026
- Reported value
- $15,001 - $50,000
- At trade
- $24.95
- Latest
- $24.62
- Return
- -1.32%
- Filing
- Oct 13, 2026 ↗
- Sale (Partial)
- Date
- Sep 23, 2026
- Reported value
- $15,001 - $50,000
- At trade
- $205.51
- Latest
- $217.73
- Return
- +5.95%
- Filing
- Oct 13, 2026 ↗
- Date
- Sep 23, 2026
- Reported value
- $15,001 - $50,000
- At trade
- $371.29
- Latest
- $377.76
- Return
- +1.74%
- Filing
- Oct 13, 2026 ↗
- Sale (Partial)
- Date
- Sep 23, 2026
- Reported value
- $15,001 - $50,000
- At trade
- $48.04
- Latest
- $50.21
- Return
- +4.52%
- Filing
- Oct 13, 2026 ↗
- Sale (Full)
- Date
- Sep 23, 2026
- Reported value
- $50,001 - $100,000
- At trade
- $48.04
- Latest
- $50.21
- Return
- +4.52%
- Filing
- Oct 13, 2026 ↗
- Sale (Partial)
- Date
- Sep 23, 2026
- Reported value
- $15,001 - $50,000
- At trade
- $524.68
- Latest
- $504.02
- Return
- -3.94%
- Filing
- Oct 13, 2026 ↗
- Sale (Full)
- Date
- Sep 23, 2026
- Reported value
- $15,001 - $50,000
- At trade
- $94.14
- Latest
- $92.00
- Return
- -2.27%
- Filing
- Oct 13, 2026 ↗
- Sale (Full)
- Date
- Sep 23, 2026
- Reported value
- $15,001 - $50,000
- At trade
- $524.68
- Latest
- $504.02
- Return
- -3.94%
- Filing
- Oct 13, 2026 ↗
- PONTOTOC CNTY OKLA EDL FACS AUTH 5.000% MAT 09/01/2028-Purchase
- Date
- Sep 21, 2026
- Reported value
- $50,001 - $100,000
- At trade
- —
- Latest
- —
- Return
- Unavailable
- Filing
- Oct 13, 2026 ↗
- OKLAHOMA DEPT TRANSN REV GAN SER 2018 A 5.000% MAT 9/1/2033-Purchase
- Date
- Sep 21, 2026
- Reported value
- $15,001 - $50,000
- At trade
- —
- Latest
- —
- Return
- Unavailable
- Filing
- Oct 13, 2026 ↗
- MAYES CNTY OKLA PUB FACS AUTH REV 3.000% MAT 9/1/2027-Purchase
- Date
- Sep 18, 2026
- Reported value
- $15,001 - $50,000
- At trade
- —
- Latest
- —
- Return
- Unavailable
- Filing
- Oct 13, 2026 ↗
- TULSA OKLA MET UTIL AUTH UTIL REV UTIL 3.000% MAT 4/1/2029-Purchase
- Date
- Sep 18, 2026
- Reported value
- $15,001 - $50,000
- At trade
- —
- Latest
- —
- Return
- Unavailable
- Filing
- Oct 13, 2026 ↗
- Sale (Partial)
- Date
- Sep 17, 2026
- Reported value
- $50,001 - $100,000
- At trade
- $173.57
- Latest
- $177.01
- Return
- +1.98%
- Filing
- Oct 13, 2026 ↗
- Sale (Partial)
- Date
- Sep 17, 2026
- Reported value
- $15,001 - $50,000
- At trade
- $147.40
- Latest
- $163.50
- Return
- +10.92%
- Filing
- Oct 13, 2026 ↗
- Sale (Partial)
- Date
- Sep 17, 2026
- Reported value
- $1,001 - $15,000
- At trade
- $194.19
- Latest
- $188.74
- Return
- -2.81%
- Filing
- Oct 13, 2026 ↗
- Sale (Partial)
- Date
- Sep 17, 2026
- Reported value
- $15,001 - $50,000
- At trade
- $538.09
- Latest
- $504.02
- Return
- -6.33%
- Filing
- Oct 13, 2026 ↗
- Sale (Partial)
- Date
- Sep 17, 2026
- Reported value
- $15,001 - $50,000
- At trade
- $410.05
- Latest
- $432.29
- Return
- +5.42%
- Filing
- Oct 13, 2026 ↗
- Date
- Sep 15, 2026
- Reported value
- $1,001 - $15,000
- At trade
- $771.19
- Latest
- $747.20
- Return
- -3.11%
- Filing
- Sep 28, 2026 ↗
- Date
- Sep 15, 2026
- Reported value
- $1,001 - $15,000
- At trade
- $124.60
- Latest
- $141.49
- Return
- +13.56%
- Filing
- Sep 28, 2026 ↗
- Sale
- Date
- Sep 15, 2026
- Reported value
- $15,001 - $50,000
- At trade
- $210.28
- Latest
- $217.77
- Return
- +3.56%
- Filing
- Sep 28, 2026 ↗
- Date
- Sep 14, 2026
- Reported value
- $15,001 - $50,000
- At trade
- $81.63
- Latest
- $78.22
- Return
- -4.18%
- Filing
- Sep 28, 2026 ↗
- Date
- Sep 14, 2026
- Reported value
- $15,001 - $50,000
- At trade
- $24.66
- Latest
- $24.62
- Return
- -0.16%
- Filing
- Sep 28, 2026 ↗
| Date | Asset | Type | Reported value | At trade | Latest | Return | Filing |
|---|---|---|---|---|---|---|---|
| Oct 2, 2026 | NextEra Energy, Inc. Common Stock$NEE | Sale (Full) | $15,001 - $50,000 | $76.83 | $78.22 | +1.81% | Oct 13, 2026 ↗ |
| Sep 23, 2026 | Chubb Limited Common Stock$CB | Sale (Full) | $1,001 - $15,000 | $335.21 | $346.16 | +3.27% | Oct 13, 2026 ↗ |
| Sep 23, 2026 | Marsh Common Stock$MRSH | Sale (Full) | $50,001 - $100,000 | $169.39 | $177.01 | +4.50% | Oct 13, 2026 ↗ |
| Sep 23, 2026 | Virtus Artificial Intelligence & Technology Opportunities Fund$AIO | Sale (Full) | $15,001 - $50,000 | $24.95 | $24.62 | -1.32% | Oct 13, 2026 ↗ |
| Sep 23, 2026 | Chevron Corporation Common Stock$CVX | Sale (Partial) | $15,001 - $50,000 | $205.51 | $217.73 | +5.95% | Oct 13, 2026 ↗ |
| Sep 23, 2026 | UnitedHealth Group Incorporated Common Stock$UNH | Sale (Full) | $15,001 - $50,000 | $371.29 | $377.76 | +1.74% | Oct 13, 2026 ↗ |
| Sep 23, 2026 | Devon Energy Corporation Common Stock$DVN | Sale (Partial) | $15,001 - $50,000 | $48.04 | $50.21 | +4.52% | Oct 13, 2026 ↗ |
| Sep 23, 2026 | Devon Energy Corporation Common Stock$DVN | Sale (Full) | $50,001 - $100,000 | $48.04 | $50.21 | +4.52% | Oct 13, 2026 ↗ |
| Sep 23, 2026 | Lockheed Martin Corporation Common Stock$LMT | Sale (Partial) | $15,001 - $50,000 | $524.68 | $504.02 | -3.94% | Oct 13, 2026 ↗ |
| Sep 23, 2026 | Starbucks Corporation - Common Stock$SBUX | Sale (Full) | $15,001 - $50,000 | $94.14 | $92.00 | -2.27% | Oct 13, 2026 ↗ |
| Sep 23, 2026 | Lockheed Martin Corporation Common Stock$LMT | Sale (Full) | $15,001 - $50,000 | $524.68 | $504.02 | -3.94% | Oct 13, 2026 ↗ |
| Sep 21, 2026 | PONTOTOC CNTY OKLA EDL FACS AUTH 5.000% MAT 09/01/2028- | Purchase | $50,001 - $100,000 | — | — | Unavailable | Oct 13, 2026 ↗ |
| Sep 21, 2026 | OKLAHOMA DEPT TRANSN REV GAN SER 2018 A 5.000% MAT 9/1/2033- | Purchase | $15,001 - $50,000 | — | — | Unavailable | Oct 13, 2026 ↗ |
| Sep 18, 2026 | MAYES CNTY OKLA PUB FACS AUTH REV 3.000% MAT 9/1/2027- | Purchase | $15,001 - $50,000 | — | — | Unavailable | Oct 13, 2026 ↗ |
| Sep 18, 2026 | TULSA OKLA MET UTIL AUTH UTIL REV UTIL 3.000% MAT 4/1/2029- | Purchase | $15,001 - $50,000 | — | — | Unavailable | Oct 13, 2026 ↗ |
| Sep 17, 2026 | Marsh Common Stock$MRSH | Sale (Partial) | $50,001 - $100,000 | $173.57 | $177.01 | +1.98% | Oct 13, 2026 ↗ |
| Sep 17, 2026 | Emerson Electric Company Common Stock$EMR | Sale (Partial) | $15,001 - $50,000 | $147.40 | $163.50 | +10.92% | Oct 13, 2026 ↗ |
| Sep 17, 2026 | Lowe's Companies, Inc. Common Stock$LOW | Sale (Partial) | $1,001 - $15,000 | $194.19 | $188.74 | -2.81% | Oct 13, 2026 ↗ |
| Sep 17, 2026 | Lockheed Martin Corporation Common Stock$LMT | Sale (Partial) | $15,001 - $50,000 | $538.09 | $504.02 | -6.33% | Oct 13, 2026 ↗ |
| Sep 17, 2026 | Rockwell Automation, Inc. Common Stock$ROK | Sale (Partial) | $15,001 - $50,000 | $410.05 | $432.29 | +5.42% | Oct 13, 2026 ↗ |
| Sep 15, 2026 | Seagate Technology Holdings PLC$STX | Sale | $1,001 - $15,000 | $771.19 | $747.20 | -3.11% | Sep 28, 2026 ↗ |
| Sep 15, 2026 | The TJX Companies Inc$TJX | Sale | $1,001 - $15,000 | $124.60 | $141.49 | +13.56% | Sep 28, 2026 ↗ |
| Sep 15, 2026 | Steris PLC$STE | Sale | $15,001 - $50,000 | $210.28 | $217.77 | +3.56% | Sep 28, 2026 ↗ |
| Sep 14, 2026 | NextEra Energy Inc$NEE | Sale | $15,001 - $50,000 | $81.63 | $78.22 | -4.18% | Sep 28, 2026 ↗ |
| Sep 14, 2026 | Virtus AllianzGI Artificial Intelligence & Technology Opportunities Fund$AIO | Sale | $15,001 - $50,000 | $24.66 | $24.62 | -0.16% | Sep 28, 2026 ↗ |