Jefferson ShreveFiling

Transactions filing | Filed on 22 Jun 2025

This congressional financial disclosure from Jefferson Shreve (transactions filing) filed on June 22, 2025 contains 296 stock trades including PSX, ZM, FIS, ZTS, CBOE and 194 more. Under the STOCK Act, members of Congress must disclose securities transactions within 45 days.

This filing contains 2 transactions disclosed beyond the 45-day STOCK Act deadline, with the latest filed 3698 days after the trade date. Only 99% of transactions met the disclosure requirement.

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STOCK Act Compliance Violation

This filing contains 2 transaction(s) that were filed more than 45 days after the transaction date, violating the STOCK Act requirement for timely disclosure.

3698

Days Late (Max)

99%

Compliance Rate

2/296

Non-Compliant

About the STOCK Act: The Stop Trading on Congressional Knowledge Act requires members of Congress to disclose stock trades within 45 days of the transaction date. Late filings may result in fines and reduce transparency in congressional trading activities.

Politician Name

Jefferson Shreve

Filing Type

Transactions filing

Filed Date

22 Jun 2025

View Original Filing (PDF)

Transactions

296 transactions


Florida St Dept Transn Fi...	S	13 May 2025	$1,001 - $15,000	O: CRT - Standard Unit Trust D: Account Closing
Greater Orlando Aviation ...	S	13 May 2025	$1,001 - $15,000	O: CRT - Standard Unit Trust D: Account Closing
Citigroup Inc 5.875 2033-...	S	13 May 2025	$50,001 - $100,000	O: CRT - Standard Unit Trust D: Account Closing
Kansas City MO 4.0000 203...	S	13 May 2025	$15,001 - $50,000	O: CRT - Standard Unit Trust D: Account Closing
Lovejoy Indpt Sch Dist Te...	S	13 May 2025	$15,001 - $50,000	O: CRT - Standard Unit Trust D: Account Closing
Washington Cnty Tenn 4.00...	S	13 May 2025	$50,001 - $100,000	O: CRT - Standard Unit Trust D: Account Closing
Oviedo FLA Util Rev 5.000...	S	13 May 2025	$1,001 - $15,000	O: CRT - Standard Unit Trust D: Account Closing
Wells Fargo 5.574 07/25/2...	S	13 May 2025	$15,001 - $50,000	O: CRT - Standard Unit Trust D: Account Closing
Houston Tex 5.000 2031-03...	S	13 May 2025	$15,001 - $50,000	O: CRT - Standard Unit Trust D: Account Closing
Minnesota ST 5.00 2025-08...	S	13 May 2025	$15,001 - $50,000	O: CRT - Standard Unit Trust D: Account Closing
Minnesota St 5.00000 2025...	S	13 May 2025	$15,001 - $50,000	O: CRT - Standard Unit Trust D: Account Closing
Las Vegas Nev 4.000 2027-...	S	13 May 2025	$15,001 - $50,000	O: CRT - Standard Unit Trust D: Account Closing
Ohio St Wtr Dev Auth Wtr ...	S	13 May 2025	$1,001 - $15,000	O: CRT - Standard Unit Trust D: Account Closing
Denton Tex Indpt Sch Dist...	S	13 May 2025	$1,001 - $15,000	O: CRT - Standard Unit Trust D: Account Closing
JP Morgan 4.912 7-25-33 '...	S	13 May 2025	$1,001 - $15,000	O: CRT - Standard Unit Trust D: Account Closing
District Columbia Income ...	S	13 May 2025	$1,001 - $15,000	O: CRT - Standard Unit Trust D: Account Closing
Memphis TN 5.0000 2032-05...	S	13 May 2025	$1,001 - $15,000	O: CRT - Standard Unit Trust D: Account Closing
Lakewood Ohio City Sch Di...	S	13 May 2025	$1,001 - $15,000	O: CRT - Standard Unit Trust D: Account Closing
Plano Tex Indpt Sch Dist ...	S	13 May 2025	$15,001 - $50,000	O: CRT - Standard Unit Trust D: Account Closing
Connecticut St Spl Tax Ob...	S	13 May 2025	$1,001 - $15,000	O: CRT - Standard Unit Trust D: Account Closing
Douglas Cnty Neb Sch Dist...	S	13 May 2025	$15,001 - $50,000	O: CRT - Standard Unit Trust D: Account Closing
Cuyahoga Cnty Ohio Econom...	S	13 May 2025	$15,001 - $50,000	O: CRT - Standard Unit Trust D: Account Closing
Wells Fargo 6.491 10/23/3...	S	13 May 2025	$50,001 - $100,000	O: CRT - Standard Unit Trust D: Account Closing
Fort Bend Tex Indpt Sch D...	S	13 May 2025	$15,001 - $50,000	O: CRT - Standard Unit Trust D: Account Closing
Texas Tech Univ Revs 5.00...	S	13 May 2025	$1,001 - $15,000	O: CRT - Standard Unit Trust D: Account Closing
New York NY City Transiti...	S	13 May 2025	$1,001 - $15,000	O: CRT - Standard Unit Trust D: Account Closing
Ohio St Spl Oblig 5.0000 ...	S	13 May 2025	$1,001 - $15,000	O: CRT - Standard Unit Trust D: Account Closing
Gregory Portland Tex Indp...	S	13 May 2025	$15,001 - $50,000	O: CRT - Standard Unit Trust D: Account Closing
Denton Cnty Tex 4.0000 20...	S	13 May 2025	$1,001 - $15,000	O: CRT - Standard Unit Trust D: Account Closing
Metropolitan Govt Nashvil...	S	13 May 2025	$1,001 - $15,000	O: CRT - Standard Unit Trust D: Account Closing
Oregon St 5.0000 2028-12-...	S	13 May 2025	$15,001 - $50,000	O: CRT - Standard Unit Trust D: Account Closing
Colorado St Brd Governors...	S	13 May 2025	$1,001 - $15,000	O: CRT - Standard Unit Trust D: Account Closing
Denton Tex 5.0000 2029-02...	S	13 May 2025	$1,001 - $15,000	O: CRT - Standard Unit Trust D: Account Closing
South Jordan Utah Sales T...	S	13 May 2025	$1,001 - $15,000	O: CRT - Standard Unit Trust D: Account Closing
Cypress Fairbanks Tex Ind...	S	13 May 2025	$1,001 - $15,000	O: CRT - Standard Unit Trust D: Account Closing
New York NY 5.0000 2028-0...	S	13 May 2025	$15,001 - $50,000	O: CRT - Standard Unit Trust D: Account Closing
Southwest Allen Ind Multi...	S	13 May 2025	$15,001 - $50,000	O: CRT - Standard Unit Trust D: Account Closing
Omaha Pub Pwr Dist Neb El...	S	13 May 2025	$15,001 - $50,000	O: CRT - Standard Unit Trust D: Account Closing
Corpus Christi Tex Indpt ...	S	13 May 2025	$50,001 - $100,000	O: CRT - Standard Unit Trust D: Account Closing
Tri-cnty Met Transn Dist ...	S	13 May 2025	$1,001 - $15,000	O: CRT - Standard Unit Trust D: Account Closing
Grand Praire Tex 5.0000 2...	S	13 May 2025	$15,001 - $50,000	O: CRT - Standard Unit Trust D: Account Closing
Vermillion S D Sch Dist N...	S	13 May 2025	$1,001 - $15,000	O: CRT - Standard Unit Trust D: Account Closing
Comcast 6.50% maturing 11...	S	13 May 2025	$15,001 - $50,000	O: CRT - Standard Unit Trust D: Account Closing
Memphis-Shelby Cnty TN In...	S	13 May 2025	$15,001 - $50,000	O: CRT - Standard Unit Trust D: Account Closing
Ohio St Wtr Dev Auth Wtr ...	S	13 May 2025	$1,001 - $15,000	O: CRT - Standard Unit Trust D: Account Closing
Spotsylvania Cnty VA Wtr ...	S	13 May 2025	$15,001 - $50,000	O: CRT - Standard Unit Trust D: Account Closing
PNC Finl Svc 6.875 10/20/...	S	13 May 2025	$50,001 - $100,000	O: CRT - Standard Unit Trust D: Account Closing
Florida St Dept Environme...	S	13 May 2025	$1,001 - $15,000	O: CRT - Standard Unit Trust D: Account Closing
Sherman Tex 5.0000 2025-0...	S	13 May 2025	$1,001 - $15,000	O: CRT - Standard Unit Trust D: Account Closing
New York NY 5.0000 2033-0...	S	13 May 2025	$1,001 - $15,000	O: CRT - Standard Unit Trust D: Account Closing
Port Tacoma Wash Rev 4.00...	S	13 May 2025	$1,001 - $15,000	O: CRT - Standard Unit Trust D: Account Closing
Pierce Cnty Wash Dist No ...	S	13 May 2025	$15,001 - $50,000	O: CRT - Standard Unit Trust D: Account Closing
General Motors Financial ...	S	13 May 2025	$50,001 - $100,000	O: CRT - Standard Unit Trust D: Account Closing
New York NY Transitional ...	S	13 May 2025	$1,001 - $15,000	O: CRT - Standard Unit Trust D: Account Closing
Vistancia Cmnty Facs Dist...	S	13 May 2025	$50,001 - $100,000	O: CRT - Standard Unit Trust D: Account Closing
Laredo TEX 5.000 2031-2-1...	S	13 May 2025	$15,001 - $50,000	O: CRT - Standard Unit Trust D: Account Closing
Weld Cnty Colo Sch Dist N...	S	13 May 2025	$15,001 - $50,000	O: CRT - Standard Unit Trust D: Account Closing
Maryland St Dept Transn C...	S	13 May 2025	$1,001 - $15,000	O: CRT - Standard Unit Trust D: Account Closing
Phillips 66 Common Stock ... PSX	S	12 May 2025	$15,001 - $50,000	O: CRT - Standard Unit Trust D: Account Closing
Zoom Communications, Inc.... ZM	S	12 May 2025	$15,001 - $50,000	O: CRT - Standard Unit Trust D: Account Closing
Fidelity National Informa... FIS	S	12 May 2025	$50,001 - $100,000	O: CRT - Standard Unit Trust D: Account Closing
Zoetis Inc. Class A Commo... ZTS	S	12 May 2025	$15,001 - $50,000	O: CRT - Standard Unit Trust D: Account Closing
Cboe Global Markets, Inc.... CBOE	S	12 May 2025	$50,001 - $100,000	O: CRT - Standard Unit Trust D: Account Closing
Booking Holdings Inc. - C... BKNG	S	12 May 2025	$50,001 - $100,000	O: CRT - Standard Unit Trust D: Account Closing
CSX Corporation (CSX) [ST... CSX	S	12 May 2025	$15,001 - $50,000	O: CRT - Standard Unit Trust D: Account Closing
Hanover Insurance Group I... THG	S	12 May 2025	$15,001 - $50,000	O: CRT - Standard Unit Trust D: Account Closing
Elevance Health, Inc. Com... ELV	S	12 May 2025	$15,001 - $50,000	O: CRT - Standard Unit Trust D: Account Closing
Littelfuse, Inc. - Common... LFUS	S	12 May 2025	$15,001 - $50,000	O: CRT - Standard Unit Trust D: Account Closing
Dollar General Corporatio... DG	S	12 May 2025	$15,001 - $50,000	O: CRT - Standard Unit Trust D: Account Closing
Vertex Pharmaceuticals In... VRTX	S	12 May 2025	$15,001 - $50,000	O: CRT - Standard Unit Trust D: Account Closing
IDACORP, Inc. Common Stoc... IDA	S	12 May 2025	$15,001 - $50,000	O: CRT - Standard Unit Trust D: Account Closing
Centene Corporation Commo... CNC	S	12 May 2025	$15,001 - $50,000	O: CRT - Standard Unit Trust D: Account Closing
Halliburton Company Commo... HAL	S	12 May 2025	$15,001 - $50,000	O: CRT - Standard Unit Trust D: Account Closing
Charles Schwab Corporatio... SCHW	S	12 May 2025	$15,001 - $50,000	O: CRT - Standard Unit Trust D: Account Closing
Amazon.com, Inc. - Common... AMZN	S	12 May 2025	$250,001 - $500,000	O: CRT - Standard Unit Trust D: Account Closing
Aptiv PLC Ordinary Shares... APTV	S	12 May 2025	$15,001 - $50,000	O: CRT - Standard Unit Trust D: Account Closing
Rush Enterprises, Inc. - ... RUSHB	S	12 May 2025	$50,001 - $100,000	O: CRT - Standard Unit Trust D: Account Closing
Chubb Limited Common Stoc... CB	S	12 May 2025	$15,001 - $50,000	O: CRT - Standard Unit Trust D: Account Closing
American Tower Corporatio... AMT	S	12 May 2025	$15,001 - $50,000	O: CRT - Standard Unit Trust D: Account Closing
The Cigna Group Common St... CI	S	12 May 2025	$15,001 - $50,000	O: CRT - Standard Unit Trust D: Account Closing
Palo Alto Networks, Inc. ... PANW	S	12 May 2025	$15,001 - $50,000	O: CRT - Standard Unit Trust D: Account Closing
Devon Energy Corporation ... DVN	S	12 May 2025	$15,001 - $50,000	O: CRT - Standard Unit Trust D: Account Closing
Costco Wholesale Corporat... COST	S	12 May 2025	$100,001 - $250,000	O: CRT - Standard Unit Trust D: Account Closing
Williams Companies, Inc. ... WMB	S	12 May 2025	$50,001 - $100,000	O: CRT - Standard Unit Trust D: Account Closing
Bank of America Corporati... BAC	S	12 May 2025	$15,001 - $50,000	O: CRT - Standard Unit Trust D: Account Closing
First Busey Corporation -... BUSE	S	12 May 2025	$15,001 - $50,000	O: CRT - Standard Unit Trust D: Account Closing
Constellation Energy Corp... CEG	S	12 May 2025	$15,001 - $50,000	O: CRT - Standard Unit Trust D: Account Closing
AutoZone, Inc. Common Sto... AZO	S	12 May 2025	$50,001 - $100,000	O: CRT - Standard Unit Trust D: Account Closing
The Trade Desk, Inc. - Cl... TTD	S	12 May 2025	$15,001 - $50,000	O: CRT - Standard Unit Trust D: Account Closing
Applied Materials, Inc. -... AMAT	S	12 May 2025	$50,001 - $100,000	O: CRT - Standard Unit Trust D: Account Closing
Ross Stores, Inc. - Commo... ROST	S	12 May 2025	$15,001 - $50,000	O: CRT - Standard Unit Trust D: Account Closing
Uber Technologies, Inc. C... UBER	S	12 May 2025	$50,001 - $100,000	O: CRT - Standard Unit Trust D: Account Closing
Chipotle Mexican Grill, I... CMG	S	12 May 2025	$50,001 - $100,000	O: CRT - Standard Unit Trust D: Account Closing
Copart, Inc. - Common Sto... CPRT	S	12 May 2025	$15,001 - $50,000	O: CRT - Standard Unit Trust D: Account Closing
Arista Networks, Inc. Com... ANET	S	12 May 2025	$50,001 - $100,000	O: CRT - Standard Unit Trust D: Account Closing
Ball Corporation Common S... BALL	S	12 May 2025	$15,001 - $50,000	O: CRT - Standard Unit Trust D: Account Closing
Highwoods Properties, Inc... HIW	S	12 May 2025	$15,001 - $50,000	O: CRT - Standard Unit Trust D: Account Closing
S&P Global Inc. Common St... SPGI	S	12 May 2025	$50,001 - $100,000	O: CRT - Standard Unit Trust D: Account Closing
Casella Waste Systems, In... CWST	S	12 May 2025	$50,001 - $100,000	O: CRT - Standard Unit Trust D: Account Closing
Palantir Technologies Inc... PLTR	S	12 May 2025	$50,001 - $100,000	O: CRT - Standard Unit Trust D: Account Closing
Intuitive Surgical, Inc. ... ISRG	S	12 May 2025	$15,001 - $50,000	O: CRT - Standard Unit Trust D: Account Closing
Texas Instruments Incorpo... TXN	S	12 May 2025	$100,001 - $250,000	O: CRT - Standard Unit Trust D: Account Closing
Transdigm Group Incorpora... TDG	S	12 May 2025	$15,001 - $50,000	O: CRT - Standard Unit Trust D: Account Closing
General Motors Company Co... GM	S	12 May 2025	$15,001 - $50,000	O: CRT - Standard Unit Trust D: Account Closing
NiSource Inc Common Stock... NI	S	12 May 2025	$50,001 - $100,000	O: CRT - Standard Unit Trust D: Account Closing
Broadcom Inc. - Common St... AVGO	S	12 May 2025	$15,001 - $50,000	O: CRT - Standard Unit Trust D: Account Closing
JP Morgan Chase & Co. Com... JPM	S	12 May 2025	$100,001 - $250,000	O: CRT - Standard Unit Trust D: Account Closing
Stryker Corporation Commo... SYK	S	12 May 2025	$50,001 - $100,000	O: CRT - Standard Unit Trust D: Account Closing
DexCom, Inc. - Common Sto... DXCM	S	12 May 2025	$15,001 - $50,000	O: CRT - Standard Unit Trust D: Account Closing
Johnson & Johnson Common ... JNJ	S	12 May 2025	$50,001 - $100,000	O: CRT - Standard Unit Trust D: Account Closing
CoStar Group, Inc. - Comm... CSGP	S	12 May 2025	$15,001 - $50,000	O: CRT - Standard Unit Trust D: Account Closing
The Carlyle Group Inc. - ... CG	S	12 May 2025	$50,001 - $100,000	O: CRT - Standard Unit Trust D: Account Closing
Home BancShares, Inc. Com... HOMB	S	12 May 2025	$15,001 - $50,000	O: CRT - Standard Unit Trust D: Account Closing
Charter Communications, I... CHTR	S	12 May 2025	$15,001 - $50,000	O: CRT - Standard Unit Trust D: Account Closing
Sysco Corporation Common ... SYY	S	12 May 2025	$15,001 - $50,000	O: CRT - Standard Unit Trust D: Account Closing
International Business Ma... IBM	S	12 May 2025	$15,001 - $50,000	O: CRT - Standard Unit Trust D: Account Closing
Schneider National, Inc. ... SNDR	S	12 May 2025	$15,001 - $50,000	O: CRT - Standard Unit Trust D: Account Closing
American Express Company ... AXP	S	12 May 2025	$15,001 - $50,000	O: CRT - Standard Unit Trust D: Account Closing
GE Vernova Inc. Common St... GEV	S	12 May 2025	$50,001 - $100,000	O: CRT - Standard Unit Trust D: Account Closing
Alphabet Inc. - Class A C... GOOGL	S	12 May 2025	$100,001 - $250,000	O: CRT - Standard Unit Trust D: Account Closing
American Eagle Outfitters... AEO	S	12 May 2025	$15,001 - $50,000	O: CRT - Standard Unit Trust D: Account Closing
Marathon Petroleum Corpor... MPC	S	12 May 2025	$15,001 - $50,000	O: CRT - Standard Unit Trust D: Account Closing
Advanced Micro Devices, I... AMD	S	12 May 2025	$50,001 - $100,000	O: CRT - Standard Unit Trust D: Account Closing
Netflix, Inc. - Common St... NFLX	S	12 May 2025	$100,001 - $250,000	O: CRT - Standard Unit Trust D: Account Closing
Discover Financial Servic... DFS	S	12 May 2025	$15,001 - $50,000	O: CRT - Standard Unit Trust D: Account Closing
Cintas Corporation - Comm... CTAS	S	12 May 2025	$50,001 - $100,000	O: CRT - Standard Unit Trust D: Account Closing
Eli Lilly and Company Com... LLY	S	12 May 2025	$100,001 - $250,000	O: CRT - Standard Unit Trust D: Account Closing
Prudential Financial, Inc... PRU	S	12 May 2025	$15,001 - $50,000	O: CRT - Standard Unit Trust D: Account Closing
Philip Morris Internation... PM	S	12 May 2025	$100,001 - $250,000	O: CRT - Standard Unit Trust D: Account Closing
SBA Communications Corpor... SBAC	S	12 May 2025	$50,001 - $100,000	O: CRT - Standard Unit Trust D: Account Closing
Meta Platforms, Inc. - Cl... META	S	12 May 2025	$100,001 - $250,000	O: CRT - Standard Unit Trust D: Account Closing
lululemon athletica inc. ... LULU	S	12 May 2025	$15,001 - $50,000	O: CRT - Standard Unit Trust D: Account Closing
Lowe's Companies, Inc. Co... LOW	S	12 May 2025	$15,001 - $50,000	O: CRT - Standard Unit Trust D: Account Closing
BlackRock, Inc. Common St... BLK	S	12 May 2025	$50,001 - $100,000	O: CRT - Standard Unit Trust D: Account Closing
Match Group, Inc. - Commo... MTCH	S	12 May 2025	$15,001 - $50,000	O: CRT - Standard Unit Trust D: Account Closing
GE Aerospace Common Stock... GE	S	12 May 2025	$50,001 - $100,000	O: CRT - Standard Unit Trust D: Account Closing
PulteGroup, Inc. Common S... PHM	S	12 May 2025	$15,001 - $50,000	O: CRT - Standard Unit Trust D: Account Closing
Procter & Gamble Company ... PG	S	12 May 2025	$50,001 - $100,000	O: CRT - Standard Unit Trust D: Account Closing
RLI Corp. Common Stock (R... RLI	S	12 May 2025	$15,001 - $50,000	O: CRT - Standard Unit Trust D: Account Closing
Warner Bros. Discovery, I... WBD	S	12 May 2025	$15,001 - $50,000	O: CRT - Standard Unit Trust D: Account Closing
Fiserv, Inc. Common Stock... FI	S	12 May 2025	$15,001 - $50,000	O: CRT - Standard Unit Trust D: Account Closing
CVS Health Corporation Co... CVS	S	12 May 2025	$15,001 - $50,000	O: CRT - Standard Unit Trust D: Account Closing
AT&T Inc. (T) [ST] T	S	12 May 2025	$15,001 - $50,000	O: CRT - Standard Unit Trust D: Account Closing
Tesla, Inc. - Common Stoc... TSLA	S	12 May 2025	$100,001 - $250,000	O: CRT - Standard Unit Trust D: Account Closing
Home Depot, Inc. (HD) [ST... HD	S	12 May 2025	$15,001 - $50,000	O: CRT - Standard Unit Trust D: Account Closing
Charles River Laboratorie... CRL	S	12 May 2025	$15,001 - $50,000	O: CRT - Standard Unit Trust D: Account Closing
Arch Capital Group Ltd. -... ACGL	S	12 May 2025	$15,001 - $50,000	O: CRT - Standard Unit Trust D: Account Closing
NextEra Energy, Inc. Comm... NEE	S	12 May 2025	$50,001 - $100,000	O: CRT - Standard Unit Trust D: Account Closing
Analog Devices, Inc. - Co... ADI	S	12 May 2025	$15,001 - $50,000	O: CRT - Standard Unit Trust D: Account Closing
Oracle Corporation Common... ORCL	S	12 May 2025	$15,001 - $50,000	O: CRT - Standard Unit Trust D: Account Closing
Walmart Inc. Common Stock... WMT	S	12 May 2025	$100,001 - $250,000	O: CRT - Standard Unit Trust D: Account Closing
Realty Income Corporation... O	S	12 May 2025	$50,001 - $100,000	O: CRT - Standard Unit Trust D: Account Closing
EPAM Systems, Inc. Common... EPAM	S	12 May 2025	$15,001 - $50,000	O: CRT - Standard Unit Trust D: Account Closing
Newmont Corporation (NEM)... NEM	S	12 May 2025	$15,001 - $50,000	O: CRT - Standard Unit Trust D: Account Closing
NVIDIA Corporation - Comm... NVDA	S	12 May 2025	$500,001 - $1,000,000	O: CRT - Standard Unit Trust D: Account Closing
Western Digital Corporati... WDC	S	12 May 2025	$15,001 - $50,000	O: CRT - Standard Unit Trust D: Account Closing
Marvell Technology, Inc. ... MRVL	S	12 May 2025	$50,001 - $100,000	O: CRT - Standard Unit Trust D: Account Closing
OGE Energy Corp Common St... OGE	S	12 May 2025	$100,001 - $250,000	O: CRT - Standard Unit Trust D: Account Closing
Boeing Company (BA) [ST] BA	S	12 May 2025	$50,001 - $100,000	O: CRT - Standard Unit Trust D: Account Closing
Agilent Technologies, Inc... A	S	12 May 2025	$15,001 - $50,000	O: CRT - Standard Unit Trust D: Account Closing
Old Republic Internationa... ORI	S	12 May 2025	$15,001 - $50,000	O: CRT - Standard Unit Trust D: Account Closing
McDonald's Corporation Co... MCD	S	12 May 2025	$15,001 - $50,000	O: CRT - Standard Unit Trust D: Account Closing
Exxon Mobil Corporation C... XOM	S	12 May 2025	$50,001 - $100,000	O: CRT - Standard Unit Trust D: Account Closing
Rapid7, Inc. - Common Sto... RPD	S	12 May 2025	$15,001 - $50,000	O: CRT - Standard Unit Trust D: Account Closing
RTX Corporation Common St... RTX	S	12 May 2025	$15,001 - $50,000	O: CRT - Standard Unit Trust D: Account Closing
Amgen Inc. - Common Stock... AMGN	S	12 May 2025	$15,001 - $50,000	O: CRT - Standard Unit Trust D: Account Closing
Take-Two Interactive Soft... TTWO	S	12 May 2025	$15,001 - $50,000	O: CRT - Standard Unit Trust D: Account Closing
Microsoft Corporation - C... MSFT	S	12 May 2025	$500,001 - $1,000,000	O: CRT - Standard Unit Trust D: Account Closing
Comcast Corporation - Cla... CMCSA	S	12 May 2025	$15,001 - $50,000	O: CRT - Standard Unit Trust D: Account Closing
Salesforce, Inc. Common S... CRM	S	12 May 2025	$15,001 - $50,000	O: CRT - Standard Unit Trust D: Account Closing
Cloudflare, Inc. Class A ... NET	S	12 May 2025	$15,001 - $50,000	O: CRT - Standard Unit Trust D: Account Closing
Coterra Energy Inc. Commo... CTRA	S	12 May 2025	$15,001 - $50,000	O: CRT - Standard Unit Trust D: Account Closing
Axon Enterprise, Inc. - C... AXON	S	12 May 2025	$15,001 - $50,000	O: CRT - Standard Unit Trust D: Account Closing
Pepsico, Inc. (PEP) [ST] PEP	S	12 May 2025	$15,001 - $50,000	O: CRT - Standard Unit Trust D: Account Closing
Primerica, Inc. Common St... PRI	S	12 May 2025	$15,001 - $50,000	O: CRT - Standard Unit Trust D: Account Closing
Synopsys, Inc. - Common S... SNPS	S	12 May 2025	$50,001 - $100,000	O: CRT - Standard Unit Trust D: Account Closing
MicroStrategy Incorporate... MSTR	S	12 May 2025	$15,001 - $50,000	O: CRT - Standard Unit Trust D: Account Closing
DoorDash, Inc. - Common S... DASH	S	12 May 2025	$15,001 - $50,000	O: CRT - Standard Unit Trust D: Account Closing
Edwards Lifesciences Corp... EW	S	12 May 2025	$50,001 - $100,000	O: CRT - Standard Unit Trust D: Account Closing
Workday, Inc. - Class A C... WDAY	S	12 May 2025	$50,001 - $100,000	O: CRT - Standard Unit Trust D: Account Closing
Alphabet Inc. - Class C C... GOOG	S	12 May 2025	$100,001 - $250,000	O: CRT - Standard Unit Trust D: Account Closing
Lam Research Corporation ... LRCX	S	12 May 2025	$15,001 - $50,000	O: CRT - Standard Unit Trust D: Account Closing
Deere & Company Common St... DE	S	12 May 2025	$50,001 - $100,000	O: CRT - Standard Unit Trust D: Account Closing
Boston Scientific Corpora... BSX	S	12 May 2025	$15,001 - $50,000	O: CRT - Standard Unit Trust D: Account Closing
Abbott Laboratories Commo... ABT	S	12 May 2025	$50,001 - $100,000	O: CRT - Standard Unit Trust D: Account Closing
Cencora, Inc. Common Stoc... COR	S	12 May 2025	$50,001 - $100,000	O: CRT - Standard Unit Trust D: Account Closing
Royal Caribbean Cruises L... RCL	S	12 May 2025	$50,001 - $100,000	O: CRT - Standard Unit Trust D: Account Closing
Autodesk, Inc. - Common S... ADSK	S	12 May 2025	$15,001 - $50,000	O: CRT - Standard Unit Trust D: Account Closing
United Community Banks, I... UCB	S	12 May 2025	$50,001 - $100,000	O: CRT - Standard Unit Trust D: Account Closing
Sherwin-Williams Company ... SHW	S	12 May 2025	$15,001 - $50,000	O: CRT - Standard Unit Trust D: Account Closing
CrowdStrike Holdings, Inc... CRWD	S	12 May 2025	$15,001 - $50,000	O: CRT - Standard Unit Trust D: Account Closing
Coca-Cola Company (KO) [S... KO	S	12 May 2025	$100,001 - $250,000	O: CRT - Standard Unit Trust D: Account Closing
PayPal Holdings, Inc. - C... PYPL	S	12 May 2025	$15,001 - $50,000	O: CRT - Standard Unit Trust D: Account Closing
CME Group Inc. - Class A ... CME	S	12 May 2025	$15,001 - $50,000	O: CRT - Standard Unit Trust D: Account Closing
Automatic Data Processing... ADP	S	12 May 2025	$50,001 - $100,000	O: CRT - Standard Unit Trust D: Account Closing
Chevron Corporation Commo... CVX	S	12 May 2025	$15,001 - $50,000	O: CRT - Standard Unit Trust D: Account Closing
Exponent, Inc. - Common S... EXPO	S	12 May 2025	$15,001 - $50,000	O: CRT - Standard Unit Trust D: Account Closing
Trane Technologies plc (T... TT	S	12 May 2025	$50,001 - $100,000	O: CRT - Standard Unit Trust D: Account Closing
Coinbase Global, Inc. - C... COIN	S	12 May 2025	$15,001 - $50,000	O: CRT - Standard Unit Trust D: Account Closing
McKesson Corporation Comm... MCK	S	12 May 2025	$15,001 - $50,000	O: CRT - Standard Unit Trust D: Account Closing
Mastercard Incorporated C... MA	S	12 May 2025	$50,001 - $100,000	O: CRT - Standard Unit Trust D: Account Closing
Verizon Communications In... VZ	S	12 May 2025	$15,001 - $50,000	O: CRT - Standard Unit Trust D: Account Closing
Quanta Services, Inc. Com... PWR	S	12 May 2025	$50,001 - $100,000	O: CRT - Standard Unit Trust D: Account Closing
Danaher Corporation Commo... DHR	S	12 May 2025	$15,001 - $50,000	O: CRT - Standard Unit Trust D: Account Closing
Alnylam Pharmaceuticals, ... ALNY	S	12 May 2025	$15,001 - $50,000	O: CRT - Standard Unit Trust D: Account Closing
Adobe Inc. - Common Stock... ADBE	S	12 May 2025	$15,001 - $50,000	O: CRT - Standard Unit Trust D: Account Closing
Occidental Petroleum Corp... OXY	S	12 May 2025	$15,001 - $50,000	O: CRT - Standard Unit Trust D: Account Closing
Snowflake Inc. Class A Co... SNOW	S	12 May 2025	$15,001 - $50,000	O: CRT - Standard Unit Trust D: Account Closing
Albemarle Corporation Com... ALB	S	12 May 2025	$15,001 - $50,000	O: CRT - Standard Unit Trust D: Account Closing
Lockheed Martin Corporati... LMT	S	12 May 2025	$15,001 - $50,000	O: CRT - Standard Unit Trust D: Account Closing
Hubbell Inc Common Stock ... HUBB	S	12 May 2025	$15,001 - $50,000	O: CRT - Standard Unit Trust D: Account Closing
Bristol-Myers Squibb Comp... BMY	S	12 May 2025	$15,001 - $50,000	O: CRT - Standard Unit Trust D: Account Closing
Goldman Sachs Group, Inc.... GS	S	12 May 2025	$15,001 - $50,000	O: CRT - Standard Unit Trust D: Account Closing
Delta Air Lines, Inc. Com... DAL	S	12 May 2025	$15,001 - $50,000	O: CRT - Standard Unit Trust D: Account Closing
Berkshire Hathaway Inc. N... BRK.B	S	12 May 2025	$100,001 - $250,000	O: CRT - Standard Unit Trust D: Account Closing
Buckle, Inc. (BKE) [ST] BKE	S	12 May 2025	$15,001 - $50,000	O: CRT - Standard Unit Trust D: Account Closing
American Water Works Comp... AWK	S	12 May 2025	$15,001 - $50,000	O: CRT - Standard Unit Trust D: Account Closing
Nasdaq, Inc. - Common Sto... NDAQ	S	12 May 2025	$15,001 - $50,000	O: CRT - Standard Unit Trust D: Account Closing
Lennar Corporation Class ... LEN	S	12 May 2025	$15,001 - $50,000	O: CRT - Standard Unit Trust D: Account Closing
ConocoPhillips Common Sto... COP	S	12 May 2025	$15,001 - $50,000	O: CRT - Standard Unit Trust D: Account Closing
Union Pacific Corporation... UNP	S	12 May 2025	$15,001 - $50,000	O: CRT - Standard Unit Trust D: Account Closing
The J.M. Smucker Company ... SJM	S	12 May 2025	$15,001 - $50,000	O: CRT - Standard Unit Trust D: Account Closing
CNO Financial Group, Inc.... CNO	S	12 May 2025	$15,001 - $50,000	O: CRT - Standard Unit Trust D: Account Closing
Walt Disney Company (DIS)... DIS	S	12 May 2025	$15,001 - $50,000	O: CRT - Standard Unit Trust D: Account Closing
Visa Inc. (V) [ST] V	S	12 May 2025	$100,001 - $250,000	O: CRT - Standard Unit Trust D: Account Closing
IDEXX Laboratories, Inc. ... IDXX	S	12 May 2025	$100,001 - $250,000	O: CRT - Standard Unit Trust D: Account Closing
Gilead Sciences, Inc. - C... GILD	S	12 May 2025	$15,001 - $50,000	O: CRT - Standard Unit Trust D: Account Closing
Welltower Inc. Common Sto... WELL	S	12 May 2025	$50,001 - $100,000	O: CRT - Standard Unit Trust D: Account Closing
Wells Fargo & Company Com... WFC	S	12 May 2025	$50,001 - $100,000	O: CRT - Standard Unit Trust D: Account Closing
Royal Gold, Inc. - Common... RGLD	S	12 May 2025	$50,001 - $100,000	O: CRT - Standard Unit Trust D: Account Closing
Intuit Inc. - Common Stoc... INTU	S	12 May 2025	$100,001 - $250,000	O: CRT - Standard Unit Trust D: Account Closing
Applovin Corporation - Cl... APP	S	12 May 2025	$15,001 - $50,000	O: CRT - Standard Unit Trust D: Account Closing
Kroger Company (KR) [ST] KR	S	12 May 2025	$15,001 - $50,000	O: CRT - Standard Unit Trust D: Account Closing
Carnival Corporation Comm... CCL	S	12 May 2025	$15,001 - $50,000	O: CRT - Standard Unit Trust D: Account Closing
American International Gr... AIG	S	12 May 2025	$15,001 - $50,000	O: CRT - Standard Unit Trust D: Account Closing
Fortinet, Inc. - Common S... FTNT	S	12 May 2025	$15,001 - $50,000	O: CRT - Standard Unit Trust D: Account Closing
TJX Companies, Inc. (TJX)... TJX	S	12 May 2025	$50,001 - $100,000	O: CRT - Standard Unit Trust D: Account Closing
Progressive Corporation (... PGR	S	12 May 2025	$50,001 - $100,000	O: CRT - Standard Unit Trust D: Account Closing
Akamai Technologies, Inc.... AKAM	S	12 May 2025	$15,001 - $50,000	O: CRT - Standard Unit Trust D: Account Closing
Univest Financial Corpora... UVSP	S	12 May 2025	$15,001 - $50,000	O: CRT - Standard Unit Trust D: Account Closing
Caterpillar, Inc. Common ... CAT	S	12 May 2025	$15,001 - $50,000	O: CRT - Standard Unit Trust D: Account Closing
Apple Inc. - Common Stock... AAPL	S	12 May 2025	$100,001 - $250,000	O: CRT - Standard Unit Trust D: Account Closing
Crown Castle Inc. Common ... CCI	S	12 May 2025	$15,001 - $50,000	O: CRT - Standard Unit Trust D: Account Closing
Cadence Design Systems, I... CDNS	S	12 May 2025	$50,001 - $100,000	O: CRT - Standard Unit Trust D: Account Closing
Spotify Technology S.A. O... SPOT	S	12 May 2025	$50,001 - $100,000	O: CRT - Standard Unit Trust D: Account Closing
Linde plc - Ordinary Shar... LIN	S	12 May 2025	$50,001 - $100,000	O: CRT - Standard Unit Trust D: Account Closing
3M Company Common Stock (... MMM	S	12 May 2025	$15,001 - $50,000	O: CRT - Standard Unit Trust D: Account Closing
Ares Management Corporati... ARES	S	12 May 2025	$50,001 - $100,000	O: CRT - Standard Unit Trust D: Account Closing
Cisco Systems, Inc. - Com... CSCO	S	12 May 2025	$50,001 - $100,000	O: CRT - Standard Unit Trust D: Account Closing
Cheniere Energy, Inc. Com... LNG	S	12 May 2025	$15,001 - $50,000	O: CRT - Standard Unit Trust D: Account Closing
Ball Corporation Common S... BALL	S (partial)	8 May 2025	$15,001 - $50,000	O: CRT - Standard Unit Trust D: Portfolio Rebalance
Home Depot, Inc. (HD) [ST... HD	S (partial)	8 May 2025	$50,001 - $100,000	O: CRT - Standard Unit Trust D: Portfolio Rebalance
Palo Alto Networks, Inc. ... PANW	P	8 May 2025	$15,001 - $50,000	O: CRT - Standard Unit Trust D: Portfolio Rebalance
Devon Energy Corporation ... DVN	P	8 May 2025	$15,001 - $50,000	O: CRT - Standard Unit Trust D: Portfolio Rebalance
Coinbase Global, Inc. - C... COIN	P	8 May 2025	$15,001 - $50,000	O: CRT - Standard Unit Trust D: Portfolio Rebalance
Oracle Corporation Common... ORCL	P	8 May 2025	$15,001 - $50,000	O: CRT - Standard Unit Trust D: Portfolio Rebalance
Aon plc Class A Ordinary ... AON	S	8 May 2025	$15,001 - $50,000	O: CRT - Standard Unit Trust D: Portfolio Rebalance
Bank of America Corporati... BAC	P	8 May 2025	$15,001 - $50,000	O: CRT - Standard Unit Trust D: Portfolio Rebalance
Salesforce, Inc. Common S... CRM	P	8 May 2025	$15,001 - $50,000	O: CRT - Standard Unit Trust D: Portfolio Rebalance
DexCom, Inc. - Common Sto... DXCM	P	8 May 2025	$15,001 - $50,000	O: CRT - Standard Unit Trust D: Portfolio Rebalance
BlackRock, Inc. Common St... BLK	S (partial)	8 May 2025	$50,001 - $100,000	O: CRT - Standard Unit Trust D: Portfolio Rebalance
Charles River Laboratorie... CRL	P	8 May 2025	$15,001 - $50,000	O: CRT - Standard Unit Trust D: Portfolio Rebalance
Walt Disney Company (DIS)... DIS	P	8 May 2025	$15,001 - $50,000	O: CRT - Standard Unit Trust D: Portfolio Rebalance
American Eagle Outfitters... AEO	P	8 May 2025	$15,001 - $50,000	O: CRT - Standard Unit Trust D: Portfolio Rebalance
Marvell Technology, Inc. ... MRVL	S (partial)	8 May 2025	$15,001 - $50,000	O: CRT - Standard Unit Trust D: Portfolio Rebalance
Advanced Micro Devices, I... AMD	P	8 May 2025	$15,001 - $50,000	O: CRT - Standard Unit Trust D: Portfolio Rebalance
The Trade Desk, Inc. - Cl... TTD	P	8 May 2025	$15,001 - $50,000	O: CRT - Standard Unit Trust D: Portfolio Rebalance
Adobe Inc. - Common Stock... ADBE	P	8 May 2025	$15,001 - $50,000	O: CRT - Standard Unit Trust D: Portfolio Rebalance
UnitedHealth Group Incorp... UNH	S	8 May 2025	$15,001 - $50,000	O: CRT - Standard Unit Trust D: Portfolio Rebalance
NVIDIA Corporation - Comm... NVDA	P	8 May 2025	$100,001 - $250,000	O: CRT - Standard Unit Trust D: Portfolio Rebalance
Intuitive Surgical, Inc. ... ISRG	P	8 May 2025	$15,001 - $50,000	O: CRT - Standard Unit Trust D: Portfolio Rebalance
United Parcel Service, In... UPS	S	8 May 2025	$15,001 - $50,000	O: CRT - Standard Unit Trust D: Portfolio Rebalance
Applied Materials, Inc. -... AMAT	S (partial)	8 May 2025	$50,001 - $100,000	O: CRT - Standard Unit Trust D: Portfolio Rebalance
Chevron Corporation Commo... CVX	S (partial)	8 May 2025	$15,001 - $50,000	O: CRT - Standard Unit Trust D: Portfolio Rebalance
Workday, Inc. - Class A C... WDAY	S (partial)	8 May 2025	$15,001 - $50,000	O: CRT - Standard Unit Trust D: Portfolio Rebalance
Goldman Sachs Group, Inc.... GS	P	8 May 2025	$15,001 - $50,000	O: CRT - Standard Unit Trust D: Portfolio Rebalance
Apple Inc. - Common Stock... AAPL	S (partial)	8 May 2025	$500,001 - $1,000,000	O: CRT - Standard Unit Trust D: Portfolio Rebalance
Occidental Petroleum Corp... OXY	P	8 May 2025	$15,001 - $50,000	O: CRT - Standard Unit Trust D: Portfolio Rebalance
Medtronic plc. Ordinary S... MDT	S	8 May 2025	$15,001 - $50,000	O: CRT - Standard Unit Trust D: Portfolio Rebalance
Block, Inc. Class A Commo... XYZ	S	8 May 2025	$15,001 - $50,000	O: CRT - Standard Unit Trust D: Portfolio Rebalance
Transdigm Group Incorpora... TDG	S (partial)	8 May 2025	$15,001 - $50,000	O: CRT - Standard Unit Trust D: Portfolio Rebalance
Carnival Corporation Comm... CCL	P	8 May 2025	$15,001 - $50,000	O: CRT - Standard Unit Trust D: Portfolio Rebalance
Texas Instruments Incorpo... TXN	S (partial)	8 May 2025	$15,001 - $50,000	O: CRT - Standard Unit Trust D: Portfolio Rebalance
Cintas Corporation - Comm... CTAS	S (partial)	8 May 2025	$15,001 - $50,000	O: CRT - Standard Unit Trust D: Portfolio Rebalance
Microsoft Corporation - C... MSFT	P	8 May 2025	$500,001 - $1,000,000	O: CRT - Standard Unit Trust D: Portfolio Rebalance
Constellation Energy Corp... CEG	P	8 May 2025	$15,001 - $50,000	O: CRT - Standard Unit Trust D: Portfolio Rebalance
Ecolab Inc. Common Stock ... ECL	S	8 May 2025	$100,001 - $250,000	O: CRT - Standard Unit Trust D: Portfolio Rebalance
GE Aerospace Common Stock... GE	P	8 May 2025	$50,001 - $100,000	O: CRT - Standard Unit Trust D: Portfolio Rebalance
HNI Corporation Common St... HNI	S	8 May 2025	$15,001 - $50,000	O: CRT - Standard Unit Trust D: Portfolio Rebalance
Aptiv PLC Ordinary Shares... APTV	S (partial)	8 May 2025	$15,001 - $50,000	O: CRT - Standard Unit Trust D: Portfolio Rebalance
Coterra Energy Inc. Commo... CTRA	S (partial)	8 May 2025	$15,001 - $50,000	O: CRT - Standard Unit Trust D: Portfolio Rebalance
American Express Company ... AXP	P	8 May 2025	$15,001 - $50,000	O: CRT - Standard Unit Trust D: Portfolio Rebalance
Lennar Corporation Class ... LEN	P	8 May 2025	$15,001 - $50,000	O: CRT - Standard Unit Trust D: Portfolio Rebalance
Halliburton Company Commo... HAL	P	8 May 2025	$15,001 - $50,000	O: CRT - Standard Unit Trust D: Portfolio Rebalance
Danaher Corporation Commo... DHR	P	8 May 2015	$15,001 - $50,000	O: CRT - Standard Unit Trust D: Portfolio Rebalance
Delta Air Lines, Inc. Com... DAL	P	8 May 2015	$15,001 - $50,000	O: CRT - Standard Unit Trust D: Portfolio Rebalance