| Company | Type | Amount Range | Price | Date |
|---|---|---|---|---|
| VZ VERIZON COMMUNICATIONS INC | Sale | $1,001–$15,000 | $50.45 | Mar 9, 2026 |
| JNJ JOHNSON & JOHNSON | Sale | $15,001–$50,000 | $156.66 | Jun 12, 2025 |
| DHR DANAHER CORP /DE/ | Sale | $50,001–$100,000 | $205.10 | Jun 12, 2025 |
| MSFT MICROSOFT CORP | Purchase | $1,001–$15,000 | $437.39 | Dec 18, 2024 |
| NVDA NVIDIA CORP | Purchase | $1,001–$15,000 | $135.40 | Nov 1, 2024 |
| NVDA NVIDIA CORP | Purchase | $1,001–$15,000 | $116.78 | Sep 16, 2024 |
| NVDA NVIDIA CORP | Purchase | $1,001–$15,000 | $108.10 | Sep 10, 2024 |
| MO ALTRIA GROUP, INC. | Sale | $1,001–$15,000 | $54.08 | Sep 10, 2024 |
| MSFT MICROSOFT CORP | Purchase | $1,001–$15,000 | $405.72 | Sep 9, 2024 |
| NVDA NVIDIA CORP | Sale | $50,001–$100,000 | $953.86 | May 21, 2024 |
| GIS GENERAL MILLS INC | Sale | $1,001–$15,000 | $64.28 | Mar 7, 2024 |
| V VISA INC. | Purchase | $1,001–$15,000 | $282.64 | Feb 29, 2024 |
| AAPL Apple Inc. | Purchase | — | $180.75 | Feb 29, 2024 |
| MSFT MICROSOFT CORP | Purchase | $1,001–$15,000 | $414.05 | Feb 7, 2024 |
| COST COSTCO WHOLESALE CORP /NEW | Purchase | $1,001–$15,000 | $694.88 | Jan 31, 2024 |
| AMT AMERICAN TOWER CORP /MA/ | Sale | $1,001–$15,000 | $217.16 | Dec 28, 2023 |
| CCI CROWN CASTLE INC. | Sale | $1,001–$15,000 | $116.11 | Dec 28, 2023 |
| CCI CROWN CASTLE INC. | Sale | $1,001–$15,000 | $116.11 | Dec 28, 2023 |
| BUI BlackRock Utilities, Infrastructure & Power Opportunities Trust | Sale | $1,001–$15,000 | $21.19 | Dec 15, 2023 |
| NVDA NVIDIA CORP | Purchase | — | $455.03 | Dec 6, 2023 |
| T AT&T INC. | Sale | $1,001–$15,000 | $16.30 | Nov 29, 2023 |
| LOW LOWES COMPANIES INC | Sale | $1,001–$15,000 | $194.32 | Nov 2, 2023 |
| AAPL Apple Inc. | Sale | $1,001–$15,000 | $173.97 | Nov 1, 2023 |
| ARCC ARES CAPITAL CORP | Sale | $1,001–$15,000 | $19.19 | Nov 1, 2023 |
| WBD Warner Bros. Discovery, Inc. | Sale | — | $10.08 | Nov 1, 2023 |
| MSFT MICROSOFT CORP | Sale | $15,001–$50,000 | $346.07 | Nov 1, 2023 |
| CCI CROWN CASTLE INC. | Sale | $1,001–$15,000 | $92.98 | Oct 31, 2023 |
| T AT&T INC. | Sale | $15,001–$50,000 | $15.40 | Oct 31, 2023 |
| CMG CHIPOTLE MEXICAN GRILL INC | Sale | $15,001–$50,000 | $1,942.20 | Oct 31, 2023 |
| VZ VERIZON COMMUNICATIONS INC | Sale | $1,001–$15,000 | $35.13 | Oct 31, 2023 |
| CMG CHIPOTLE MEXICAN GRILL INC | Sale | $1,001–$15,000 | $1,942.20 | Oct 31, 2023 |
| BUI BlackRock Utilities, Infrastructure & Power Opportunities Trust | Sale | $250,001–$500,000 | $19.33 | Oct 31, 2023 |
| LMT LOCKHEED MARTIN CORP | Sale | $100,001–$250,000 | $454.64 | Oct 31, 2023 |
| SNOW Snowflake Inc. | Sale | $15,001–$50,000 | $145.13 | Oct 31, 2023 |
| PG PROCTER & GAMBLE Co | Sale | $100,001–$250,000 | $150.03 | Oct 31, 2023 |
| WBD Warner Bros. Discovery, Inc. | Sale | $1,001–$15,000 | $9.94 | Oct 31, 2023 |
| MCD MCDONALDS CORP | Sale | $100,001–$250,000 | $262.17 | Oct 31, 2023 |
| ET Energy Transfer LP | Sale | $15,001–$50,000 | $13.15 | Oct 31, 2023 |
| ARCC ARES CAPITAL CORP | Purchase | — | $18.96 | Oct 6, 2023 |
| WBD Warner Bros. Discovery, Inc. | Sale | — | $10.28 | Oct 6, 2023 |
| MSFT MICROSOFT CORP | Purchase | $1,001–$15,000 | $320.77 | Sep 20, 2023 |
| NVDA NVIDIA CORP | Purchase | — | $448.00 | Sep 12, 2023 |
| AI C3.ai, Inc. | Sale | — | $31.43 | Sep 5, 2023 |
| AGAE Allied Gaming & Entertainment Inc. | Sale | — | $1.00 | Aug 29, 2023 |
| MA Mastercard Inc | Sale | $1,001–$15,000 | $393.20 | Aug 21, 2023 |
| IBM INTERNATIONAL BUSINESS MACHINES CORP | Sale | $1,001–$15,000 | $141.41 | Aug 18, 2023 |
| DBRG DigitalBridge Group, Inc. | Sale | — | $15.79 | Aug 18, 2023 |
| WBD Warner Bros. Discovery, Inc. | Sale | — | $13.41 | Aug 18, 2023 |
| KO COCA COLA CO | Sale | $1,001–$15,000 | $60.95 | Aug 18, 2023 |
| ARCC ARES CAPITAL CORP | Purchase | — | $19.49 | Aug 15, 2023 |