Donald J. TrumpRExecutive | CAPE CORAL FLA WTR 5% WRSR UTIL DUE10/01/37bond | Buy | $1,000,001 – $5,000,000 | Aug 29, 2025 | Nov 15, 2025 | 78 | Filing for Donald J. Trump CAPE CORAL FLA WTR 5% WRSR UTIL DUE10/01/37 trade |
Donald J. TrumpRExecutive | FNMA PL FA0887 2.5% DUE 02/01/38bond | Buy | $1,000,001 – $5,000,000 | Aug 28, 2025 | Nov 15, 2025 | 79 | Filing for Donald J. Trump FNMA PL FA0887 2.5% DUE 02/01/38 trade |
Donald J. TrumpRExecutive | BANK OF AMERICA C VAR 2.884% DUE 10/22/30bond | Buy | $1,000,001 – $5,000,000 | Aug 28, 2025 | Nov 15, 2025 | 79 | Filing for Donald J. Trump BANK OF AMERICA C VAR 2.884% DUE 10/22/30 trade |
Donald J. TrumpRExecutive | CITIGROUP INC. VAR 2.561 % DUE 05/01/32bond | Buy | $500,001 – $1,000,000 | Aug 28, 2025 | Nov 15, 2025 | 79 | Filing for Donald J. Trump CITIGROUP INC. VAR 2.561 % DUE 05/01/32 trade |
Donald J. TrumpRExecutive | WELLS FARGO & CO VAR 4.897% DUE 07/25/33bond | Buy | $1,000,001 – $5,000,000 | Aug 28, 2025 | Nov 15, 2025 | 79 | Filing for Donald J. Trump WELLS FARGO & CO VAR 4.897% DUE 07/25/33 trade |
Donald J. TrumpRExecutive | MORGAN STANLEY VAR 6.296% DUE 10/18/28bond | Buy | $1,000,001 – $5,000,000 | Aug 28, 2025 | Nov 15, 2025 | 79 | Filing for Donald J. Trump MORGAN STANLEY VAR 6.296% DUE 10/18/28 trade |
Donald J. TrumpRExecutive | UNITEOHEALTH GROU 4.5% DUE 04/15/33bond | Buy | $1,000,001 – $5,000,000 | Aug 28, 2025 | Nov 15, 2025 | 79 | Filing for Donald J. Trump UNITEOHEALTH GROU 4.5% DUE 04/15/33 trade |
Donald J. TrumpRExecutive | THE HOME DEPOT, 2.95% DUE06/15129bond | Buy | $1,000,001 – $5,000,000 | Aug 28, 2025 | Nov 15, 2025 | 79 | Filing for Donald J. Trump THE HOME DEPOT, 2.95% DUE06/15129 trade |
Donald J. TrumpRExecutive | META PLATFORMS, 4.75% DUE08/15/34bond | Buy | $1,000,001 – $5,000,000 | Aug 28, 2025 | Nov 15, 2025 | 79 | Filing for Donald J. Trump META PLATFORMS, 4.75% DUE08/15/34 trade |
Donald J. TrumpRExecutive | THE BOEING CO2.196% DUE02/04/26bond | Buy | $1,000,001 – $5,000,000 | Aug 28, 2025 | Nov 15, 2025 | 79 | Filing for Donald J. Trump THE BOEING CO2.196% DUE02/04/26 trade |
Donald J. TrumpRExecutive | BP CAPITAL MARK4.234% DUE11/06/28bond | Buy | $1,000,001 – $5,000,000 | Aug 28, 2025 | Nov 15, 2025 | 79 | Filing for Donald J. Trump BP CAPITAL MARK4.234% DUE11/06/28 trade |
Donald J. TrumpRExecutive | QUALCOMM INC 2.15% DUE05/20/30bond | Buy | $1,000,001 – $5,000,000 | Aug 28, 2025 | Nov 15, 2025 | 79 | Filing for Donald J. Trump QUALCOMM INC 2.15% DUE05/20/30 trade |
Donald J. TrumpRExecutive | THE GOLDMAN SACHS 3.5% DUE11/16/26bond | Buy | $1,000,001 – $5,000,000 | Aug 28, 2025 | Nov 15, 2025 | 79 | Filing for Donald J. Trump THE GOLDMAN SACHS 3.5% DUE11/16/26 trade |
Donald J. TrumpRExecutive | MICHIGAN ST HSG DEV AUTH MLTIFAM REV CLARK RD SR APTS PJ B/ E VAR4.50 % Due Dec 1, 2042bond | Buy | $1,000,001 – $5,000,000 | Aug 28, 2025 | Nov 15, 2025 | 79 | Filing for Donald J. Trump MICHIGAN ST HSG DEV AUTH MLTIFAM REV CLARK RD SR APTS PJ B/ E VAR4.50 % Due Dec 1, 2042 trade |
Donald J. TrumpRExecutive | OGDEN KS RFDG & IMPT2017 B/E B/Q 2.75 % Due Oct 1, 2026bond | Buy | $250,001 – $500,000 | Aug 28, 2025 | Nov 15, 2025 | 79 | Filing for Donald J. Trump OGDEN KS RFDG & IMPT2017 B/E B/Q 2.75 % Due Oct 1, 2026 trade |
| AKAdriana KuglerExecutive | Fidelity Semiconductors Portfolio (FSELX)fund | Buy | $1,001 – $15,000 | Apr 11, 2025 | Nov 15, 2025 | 218 | Filing for Adriana Kugler Fidelity Semiconductors Portfolio (FSELX) trade |
| AKAdriana KuglerExecutive | Fidelity Contrafund Class K Shares (FCNKX)stock | Buy | $1,001 – $15,000 | Feb 7, 2025 | Nov 15, 2025 | 281 | Filing for Adriana Kugler Fidelity Contrafund Class K Shares (FCNKX) trade |
| AKAdriana KuglerExecutive | Vanguard Institutional Target Retirement 2065 Fund Institutional Class Shares (VSXFX)fund | Buy | $1,001 – $15,000 | Dec 30, 2024 | Nov 15, 2025 | 320 | Filing for Adriana Kugler Vanguard Institutional Target Retirement 2065 Fund Institutional Class Shares (VSXFX) trade |
| AKAdriana KuglerExecutive | Vanguard Institutional Target Retirement 2055 Fund Institutional Class Shares (VIVLX)fund | Buy | $1,001 – $15,000 | Dec 30, 2024 | Nov 15, 2025 | 320 | Filing for Adriana Kugler Vanguard Institutional Target Retirement 2055 Fund Institutional Class Shares (VIVLX) trade |
| AKAdriana KuglerExecutive | Vanguard Institutional Target Retirement 2050 Fund Institutional Class Shares (VTRLX)fund | Buy | $1,001 – $15,000 | Dec 30, 2024 | Nov 15, 2025 | 320 | Filing for Adriana Kugler Vanguard Institutional Target Retirement 2050 Fund Institutional Class Shares (VTRLX) trade |
| AKAdriana KuglerExecutive | Vanguard Institutional Index Fund Institutional Shares (VINIX)etf | Buy | $1,001 – $15,000 | Dec 30, 2024 | Nov 15, 2025 | 320 | Filing for Adriana Kugler Vanguard Institutional Index Fund Institutional Shares (VINIX) trade |
| AKAdriana KuglerExecutive | Fidelity US Sustainability Index Fund (FITLX)fund | Buy | $1,001 – $15,000 | Dec 12, 2024 | Nov 15, 2025 | 338 | Filing for Adriana Kugler Fidelity US Sustainability Index Fund (FITLX) trade |
| AKAdriana KuglerExecutive | T Rowe Price Blue Chip Growth Fund, Inc Class I Shares (TBCIX)fund | Buy | $1,001 – $15,000 | Dec 12, 2024 | Nov 15, 2025 | 338 | Filing for Adriana Kugler T Rowe Price Blue Chip Growth Fund, Inc Class I Shares (TBCIX) trade |
| AKAdriana KuglerExecutive | Fidelity Semiconductors Portfolio (FSELX)fund | Buy | $1,001 – $15,000 | Dec 6, 2024 | Nov 15, 2025 | 344 | Filing for Adriana Kugler Fidelity Semiconductors Portfolio (FSELX) trade |
| AKAdriana KuglerExecutive | Fidelity Contrafund Class K Shares (FCNKX)stock | Buy | $15,001 – $50,000 | Dec 6, 2024 | Nov 15, 2025 | 344 | Filing for Adriana Kugler Fidelity Contrafund Class K Shares (FCNKX) trade |
| AKAdriana KuglerExecutive | Fidelity Contrafund Class K Shares (FCNKX)stock | Buy | $1,001 – $15,000 | Dec 6, 2024 | Nov 15, 2025 | 344 | Filing for Adriana Kugler Fidelity Contrafund Class K Shares (FCNKX) trade |
| AKAdriana KuglerExecutive | Fidelity Contrafund (FCNTX)stock | Buy | $1,001 – $15,000 | Dec 6, 2024 | Nov 15, 2025 | 344 | Filing for Adriana Kugler Fidelity Contrafund (FCNTX) trade |
| AKAdriana KuglerExecutive | NH Portfolio 2024 (Fidelity Funds)fund | Sell | $15,001 – $50,000 | Dec 4, 2024 | Nov 15, 2025 | 346 | Filing for Adriana Kugler NH Portfolio 2024 (Fidelity Funds) trade |
| AKAdriana KuglerExecutive | Fidelity Contrafund (FCNTX)stock | Buy | $15,001 – $50,000 | Nov 21, 2024 | Nov 15, 2025 | 359 | Filing for Adriana Kugler Fidelity Contrafund (FCNTX) trade |
| AKAdriana KuglerExecutive | Fidelity Blue Chip Growth Fund (FBGRX)fund | Buy | $15,001 – $50,000 | Nov 21, 2024 | Nov 15, 2025 | 359 | Filing for Adriana Kugler Fidelity Blue Chip Growth Fund (FBGRX) trade |
| AKAdriana KuglerExecutive | CATCaterpillar Inc. | Sell | $50,001 – $100,000 | Oct 16, 2024 | Nov 15, 2025 | 395 | Filing for Adriana Kugler CAT trade |
| AKAdriana KuglerExecutive | NH Portfolio 2024 (Fidelity Funds)fund | Sell | $15,001 – $50,000 | Aug 1, 2024 | Nov 15, 2025 | 471 | Filing for Adriana Kugler NH Portfolio 2024 (Fidelity Funds) trade |
| AKAdriana KuglerExecutive | NH College Portfolio (Fidelity Funds)fund | Sell | $1,001 – $15,000 | Jun 18, 2024 | Nov 15, 2025 | 515 | Filing for Adriana Kugler NH College Portfolio (Fidelity Funds) trade |
| AKAdriana KuglerExecutive | CAVACAVA Group Inc. | Sell | $1,001 – $15,000 | May 15, 2024 | Nov 15, 2025 | 549 | Filing for Adriana Kugler CAVA trade |
| AKAdriana KuglerExecutive | Vanguard Institutional Target Retirement 2065fund | Buy | $250,001 – $500,000 | May 13, 2024 | Nov 15, 2025 | 551 | Filing for Adriana Kugler Vanguard Institutional Target Retirement 2065 trade |
| AKAdriana KuglerExecutive | TCHPT. Rowe Price Blue Chip Growth ETF | Sell | $250,001 – $500,000 | May 13, 2024 | Nov 15, 2025 | 551 | Filing for Adriana Kugler TCHP trade |
| AKAdriana KuglerExecutive | LUVSouthwest Airlines Company | Sell | $15,001 – $50,000 | Apr 29, 2024 | Nov 15, 2025 | 565 | Filing for Adriana Kugler LUV trade |
| AKAdriana KuglerExecutive | CAVACAVA Group Inc. | Buy | $1,001 – $15,000 | Apr 23, 2024 | Nov 15, 2025 | 571 | Filing for Adriana Kugler CAVA trade |
| AKAdriana KuglerExecutive | LUVSouthwest Airlines Company | Buy | $1,001 – $15,000 | Apr 17, 2024 | Nov 15, 2025 | 577 | Filing for Adriana Kugler LUV trade |
| AKAdriana KuglerExecutive | CAVACAVA Group Inc. | Sell | $1,001 – $15,000 | Apr 5, 2024 | Nov 15, 2025 | 589 | Filing for Adriana Kugler CAVA trade |
| AKAdriana KuglerExecutive | AAPLApple Inc. | Sell | $100,001 – $250,000 | Apr 3, 2024 | Nov 15, 2025 | 591 | Filing for Adriana Kugler AAPL trade |
| AKAdriana KuglerExecutive | Vanguard Institutional Index Fund Institutionaletf | Buy | $50,001 – $100,000 | Apr 2, 2024 | Nov 15, 2025 | 592 | Filing for Adriana Kugler Vanguard Institutional Index Fund Institutional trade |
| AKAdriana KuglerExecutive | VXFVanguard Extended Market ETF | Sell | $50,001 – $100,000 | Apr 2, 2024 | Nov 15, 2025 | 592 | Filing for Adriana Kugler VXF trade |
| AKAdriana KuglerExecutive | Fidelity Contrafund Class K Shares (FCNKX)stock | Buy | $15,001 – $50,000 | Apr 2, 2024 | Nov 15, 2025 | 592 | Filing for Adriana Kugler Fidelity Contrafund Class K Shares (FCNKX) trade |
| AKAdriana KuglerExecutive | Fidelity Real Estate Investment Portfoliofund | Sell | $15,001 – $50,000 | Apr 2, 2024 | Nov 15, 2025 | 592 | Filing for Adriana Kugler Fidelity Real Estate Investment Portfolio trade |
| AKAdriana KuglerExecutive | Vanguard Institutional Target Retirement 2050 Fund Institutional Class Shares (VTRLX)fund | Buy | $1,001 – $15,000 | Apr 2, 2024 | Nov 15, 2025 | 592 | Filing for Adriana Kugler Vanguard Institutional Target Retirement 2050 Fund Institutional Class Shares (VTRLX) trade |
| AKAdriana KuglerExecutive | Vanguard Institutional Target Retirement 2040 Fund Institutional Class Shares (VIRSX)fund | Sell | $1,001 – $15,000 | Apr 2, 2024 | Nov 15, 2025 | 592 | Filing for Adriana Kugler Vanguard Institutional Target Retirement 2040 Fund Institutional Class Shares (VIRSX) trade |
| AKAdriana KuglerExecutive | LUVSouthwest Airlines Company | Buy | $1,001 – $15,000 | Mar 22, 2024 | Nov 15, 2025 | 603 | Filing for Adriana Kugler LUV trade |
| AKAdriana KuglerExecutive | Fidelity Value Fund (FDVLX)fund | Sell | $100,001 – $250,000 | Mar 21, 2024 | Nov 15, 2025 | 604 | Filing for Adriana Kugler Fidelity Value Fund (FDVLX) trade |
| AKAdriana KuglerExecutive | NH College Portfolio (Fidelity Funds)fund | Sell | $15,001 – $50,000 | Mar 20, 2024 | Nov 15, 2025 | 605 | Filing for Adriana Kugler NH College Portfolio (Fidelity Funds) trade |