| | 2025/06/18 | SELL$1,001 - $15,000 Filing Date: 2025/07/04 | |
| | 2025/06/18 | SELL$1,001 - $15,000 Filing Date: 2025/07/04 | |
| | 2025/06/18 | SELL$1,001 - $15,000 Filing Date: 2025/07/04 | |
| stock | Wells Fargo & Company | 2025/06/18 | SELL$1,001 - $15,000 Filing Date: 2025/07/04 | |
| | 2025/06/18 | SELL$1,001 - $15,000 Filing Date: 2025/07/04 | |
| stock | Unitedhealth Group Inc | 2025/06/23 | SELL$1,001 - $15,000 Filing Date: 2025/07/04 | |
| stock | Bristol-Myers Squibb Company Common Stock (BMY) [ST] | 2025/06/24 | SELL$1,001 - $15,000 Filing Date: 2025/07/04 | |
| stock | Ellington Financial Inc. Common Stock (EFC) [ST] | 2025/06/30 | BUY$1,001 - $15,000 Filing Date: 2025/07/04 | |
| stock | Energy Transfer LP Common Units (ET) [ST] FILING STATUS: New | 2025/06/24 | SELL$15,001 - $50,000 Filing Date: 2025/07/04 | |
| stock | Walmart Inc. Common Stock (WMT) [ST] | 2024/08/07 | BUY$1,001 - $15,000 Filing Date: 2025/07/03 | |
| stock | Starbucks Corporation - Common Stock (SBUX) [ST] | 2024/08/07 | BUY$1,001 - $15,000 Filing Date: 2025/07/03 | |
| stock | Starbucks Corporation - Common Stock (SBUX) [ST] | 2024/01/30 | SELL$1,001 - $15,000 Filing Date: 2025/07/03 | |
| stock | The Hershey Company Common Stock (HSY) [ST] | 2024/08/07 | BUY$1,001 - $15,000 Filing Date: 2025/07/03 | |
| stock | United Parcel Service, Inc. Common Stock (UPS) [ST] | 2024/08/07 | BUY$1,001 - $15,000 Filing Date: 2025/07/03 | |
| stock | UnitedHealth Group Incorporated Common Stock (UNH) [ST] | 2024/08/07 | BUY$1,001 - $15,000 Filing Date: 2025/07/03 | |
| stock | Visa Inc. (V) [ST] | 2024/08/07 | BUY$1,001 - $15,000 Filing Date: 2025/07/03 | |
| stock | Pepsico, Inc. (PEP) [ST] | 2024/08/07 | BUY$1,001 - $15,000
in order to rebalance
me of these transactions
Financial Disclosure. Filing Date: 2025/07/03 | |
| other | Procter & Gamble Company (PG)
FILING STATUS: New SUBHOLDING OF: Fideli... | 2024/08/07 | BUY$1,001 - $15,000 Filing Date: 2025/07/03 | |
| stock | Illinois Tool Works Inc. Common Stock (ITW) [ST] | 2024/09/25 | BUY$1,001 - $15,000 Filing Date: 2025/07/03 | |
| other | INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF (QQQM) [AB] | 2024/08/07 | BUY$1,001 - $15,000 Filing Date: 2025/07/03 | |
| stock | Johnson & Johnson Common Stock (JNJ) [ST] | 2024/08/07 | BUY$1,001 - $15,000 Filing Date: 2025/07/03 | |
| stock | Lockheed Martin Corporation Common Stock (LMT) [ST] FILING STATUS: New... | 2024/08/07 | BUY$1,001 - $15,000 Filing Date: 2025/07/03 | |
| stock | Home Depot, Inc. (HD) [ST] | 2024/08/07 | BUY$1,001 - $15,000 Filing Date: 2025/07/03 | |
| stock | Alphabet Inc. - Class C Capital Stock (GOOG) [ST] | 2024/08/07 | BUY$1,001 - $15,000 Filing Date: 2025/07/03 | |
| stock | Amgen Inc. - Common Stock (AMGN)
[ST] FILING STATUS: New SUBHOLDING OF... | 2024/08/07 | BUY$1,001 - $15,000 Filing Date: 2025/07/03 | |
| stock | Bio-Techne Corp - Common Stock (TECH) [ST] | 2025/05/26 | SELL$1,001 - $15,000 Filing Date: 2025/07/03 | |
| stock | Clean Harbors, Inc. Common Stock (CLH) [ST] | 2025/06/20 | SELL$1,001 - $15,000 Filing Date: 2025/07/03 | |
| stock | Markel Group Inc. Common Stock (MKL) [ST] | 2025/06/06 | BUY$1,001 - $15,000 Filing Date: 2025/07/03 | |
| stock | Paychex, Inc. - Common Stock (PAYX) [ST] | 2025/06/26 | BUY$1,001 - $15,000 Filing Date: 2025/07/03 | |
| stock | STERIS plc (STE) [ST] | 2025/06/26 | SELL$1,001 - $15,000 Filing Date: 2025/07/03 | |
| stock | Tractor Supply Company - Common Stock (TSCO) [ST] | 2025/06/06 | BUY$1,001 - $15,000 Filing Date: 2025/07/03 | |
| stock | Pfizer, Inc. Common Stock | 2025/06/03 | SELL$1,001 - $15,000 Filing Date: 2025/07/02 | |
| municipal security | PA ST HIGHER EDL FACS AUTH RE
Rate/Coupon: 5%
Matures: 10/01/2025 | 2025/06/04 | BUY$1,001 - $15,000 Filing Date: 2025/07/02 | |
| municipal security | HANOVER BORO PA GO
Rate/Coupon: 4%
Matures: 10/01/2025 | 2025/06/04 | BUY$1,001 - $15,000 Filing Date: 2025/07/02 | |
| municipal security | UNIV PITTSBURGH OF THE COMWLTH REV
Rate/Coupon: 4%
Matures: 04/15/2026 | 2025/06/05 | BUY$1,001 - $15,000 Filing Date: 2025/07/02 | |
| municipal security | EAST PENN PA SCH DIST GO
Rate/Coupon: 4%
Matures: 11/15/2025 | 2025/06/06 | BUY$1,001 - $15,000 Filing Date: 2025/07/02 | |
| municipal security | UPPER MERION PA AREA SCH DIST GO
Rate/Coupon: 5%
Matures: 01/15/2031 | 2025/06/06 | BUY$15,001 - $50,000 Filing Date: 2025/07/02 | |
| municipal security | DELAWARE CNTY PA AUTH COLLEGE REV
Rate/Coupon: 5%
Matures: 10/01/2025 | 2025/06/06 | BUY$15,001 - $50,000 Filing Date: 2025/07/02 | |
| municipal security | PHILADELPHIA PA GO
Rate/Coupon: 5%
Matures: 06/11/2025 | 2025/06/11 | BUY$100,001 - $250,000 Filing Date: 2025/07/02 | |
| municipal security | PENNSYLVANIA ST GO
Rate/Coupon: 5%
Matures: 09/15/2025 | 2025/06/16 | SELL$15,001 - $50,000 Filing Date: 2025/07/02 | |
| municipal security | PITTSBURGH PA GO
Rate/Coupon: 5%
Matures: 09/01/2040 | 2025/06/02 | BUY$250,001 - $500,000 Filing Date: 2025/07/02 | |
| municipal security | HATBORO HORSHAM PA SCH DIST GO
Rate/Coupon: 5%
Matures: 09/15/2043 | 2025/06/23 | BUY$250,001 - $500,000 Filing Date: 2025/07/02 | |
| municipal security | PHILADELPHIA PA AUTH FOR INDL DEV CITY
Rate/Coupon: 5%
Matures: 05/01/... | 2025/06/23 | BUY$100,001 - $250,000 Filing Date: 2025/07/02 | |
House | Republican | OH-7 | other | AIX Ventures Fund II, LP (GLAS Funds, LP) [HN] | 2025/06/16 | BUY$1,001 - $15,000 Filing Date: 2025/07/02 | |
House | Republican | OH-7 | other | Mercato Partners Traverse IV QP, LP
(GLAS Funds, LP) [HN] | 2025/06/30 | BUY$1,001 - $15,000 Filing Date: 2025/07/02 | |
House | Republican | OH-7 | other | Trimer Capital Partners I LP (GLAS)
Core [HN] | 2025/06/12 | BUY$1,001 - $15,000 Filing Date: 2025/07/02 | |
House | Republican | OH-7 | other | Trimer Capital Partners I LP (GLAS)
Select [HN] | 2025/06/30 | BUY$1,001 - $15,000 Filing Date: 2025/07/02 | |
| stock | New Gold Inc. (NGD) [ST] | 2024/02/28 | BUY$1,001 - $15,000 Filing Date: 2025/07/02 | |
House | Republican | LA-6 | other | Palantir Technologies Inc. - Class A PCommon Stock (PLTR) [ST] | 2025/06/30 | BUY$50,001 - $100,000 Filing Date: 2025/07/01 | |
House | Republican | LA-6 | stock | Taiwan Semiconductor Manufacturing Company Ltd. (TSM) [ST] | 2025/06/25 | BUY$100,001 - $250,000 Filing Date: 2025/07/01 | |
House | Republican | LA-6 | stock | NVIDIA Corporation - Common Stock
(NVDA) [ST] | 2025/06/05 | BUY$250,001 - $500,000 Filing Date: 2025/07/01 | |
House | Republican | LA-6 | stock | NVIDIA Corporation - Common Stock
(NVDA) [ST] | 2025/06/25 | BUY$50,001 - $100,000 Filing Date: 2025/07/01 | |
House | Republican | LA-6 | stock | NVIDIA Corporation - Common Stock
(NVDA) [ST] FILING STATUS: New | 2025/06/09 | BUY$100,001 - $250,000 Filing Date: 2025/07/01 | |
House | Republican | LA-6 | stock | NVIDIA Corporation - Common Stock
(NVDA) [ST] | 2025/06/09 | BUY$15,001 - $50,000 Filing Date: 2025/07/01 | |
House | Republican | LA-6 | stock | NVIDIA Corporation - Common Stock
(NVDA) [ST] | 2025/06/26 | BUY$1,000,001 - $5,000,000 Filing Date: 2025/07/01 | |
House | Republican | LA-6 | stock | NVIDIA Corporation - Common Stock
(NVDA) [ST] | 2025/06/03 | BUY$15,001 - $50,000 Filing Date: 2025/07/01 | |
House | Republican | LA-6 | stock | NVIDIA Corporation - Common Stock
(NVDA) [ST] | 2025/06/25 | BUY$50,001 - $100,000 Filing Date: 2025/07/01 | |
House | Republican | LA-6 | stock | Palantir Technologies Inc. - Class A Common Stock (PLTR) [ST] | 2025/06/25 | BUY$1,001 - $15,000 Filing Date: 2025/07/01 | |
House | Republican | LA-6 | stock | JP Morgan Chase & Co. Common Stock (JPM) [ST] | 2025/06/30 | BUY$15,001 - $50,000 Filing Date: 2025/07/01 | |
House | Republican | LA-6 | stock | McDonald's Corporation Common Stock (MCD) [ST] | 2025/06/25 | BUY$15,001 - $50,000 Filing Date: 2025/07/01 | |
House | Republican | LA-6 | stock | Meta Platforms, Inc. - Class A Common Stock (META) [ST] | 2025/06/30 | BUY$50,001 - $100,000 Filing Date: 2025/07/01 | |
House | Republican | LA-6 | stock | Microsoft Corporation - Common Stock (MSFT) [ST] | 2025/06/03 | BUY$1,001 - $15,000 Filing Date: 2025/07/01 | |
House | Republican | LA-6 | stock | Microsoft Corporation - Common Stock (MSFT) [ST] | 2025/06/03 | BUY$250,001 - $500,000 Filing Date: 2025/07/01 | |
House | Republican | LA-6 | stock | Microsoft Corporation - Common Stock (MSFT) [ST] | 2025/06/25 | BUY$50,001 - $100,000 Filing Date: 2025/07/01 | |
House | Republican | LA-6 | stock | NVIDIA Corporation - Common Stock
(NVDA) [ST] | 2025/06/30 | BUY$100,001 - $250,000 Filing Date: 2025/07/01 | |
House | Republican | LA-6 | stock | NVIDIA Corporation - Common Stock
(NVDA) [ST] | 2025/06/30 | BUY$100,001 - $250,000 Filing Date: 2025/07/01 | |
House | Republican | LA-6 | stock | NVIDIA Corporation - Common Stock
(NVDA) [ST] | 2025/06/03 | BUY$100,001 - $250,000 Filing Date: 2025/07/01 | |
House | Republican | LA-6 | stock | Apple Inc. - Common Stock (AAPL) [ST] FILING STATUS: New | 2025/06/30 | BUY$50,001 - $100,000 Filing Date: 2025/07/01 | |
House | Republican | LA-6 | stock | Apple Inc. - Common Stock (AAPL) [ST] FILING STATUS: New | 2025/06/30 | BUY$100,001 - $250,000 Filing Date: 2025/07/01 | |
House | Republican | LA-6 | stock | Apple Inc. - Common Stock (AAPL) [ST] | 2025/06/30 | BUY$15,001 - $50,000 Filing Date: 2025/07/01 | |
House | Republican | LA-6 | stock | Apple Inc. - Common Stock (AAPL) [ST] | 2025/06/25 | BUY$50,001 - $100,000 Filing Date: 2025/07/01 | |
House | Republican | LA-6 | stock | Apple Inc. - Common Stock (AAPL) [ST] | 2025/06/25 | BUY$100,001 - $250,000 Filing Date: 2025/07/01 | |
House | Republican | LA-6 | stock | AT&T Inc. (T) [ST] | 2025/06/30 | BUY$15,001 - $50,000 Filing Date: 2025/07/01 | |
House | Republican | LA-6 | stock | Chipotle Mexican Grill, Inc. Common
Stock (CMG) [ST] | 2025/06/03 | BUY$1,001 - $15,000 Filing Date: 2025/07/01 | |
House | Republican | LA-6 | stock | Cisco Systems, Inc. - Common Stock (CSCO) [ST] FILING STATUS: New | 2025/06/30 | BUY$50,001 - $100,000 Filing Date: 2025/07/01 | |
House | Republican | LA-6 | stock | Intel Corporation - Common Stock (INTC) [ST] | 2025/06/30 | SELL$1,001 - $15,000 Filing Date: 2025/07/01 | |
House | Republican | LA-6 | stock | Amazon.com, Inc. - Common Stock (AMZN) [ST] | 2025/06/05 | BUY$100,001 - $250,000 Filing Date: 2025/07/01 | |
House | Republican | LA-6 | stock | Amazon.com, Inc. - Common Stock (AMZN) [ST] | 2025/06/09 | BUY$50,001 - $100,000 Filing Date: 2025/07/01 | |
House | Republican | LA-6 | stock | Amazon.com, Inc. - Common Stock (AMZN) [ST] | 2025/06/30 | BUY$100,001 - $250,000 Filing Date: 2025/07/01 | |
House | Republican | LA-6 | stock | Apple Inc. - Common Stock (AAPL) [ST] | 2025/06/09 | BUY$1,001 - $15,000 Filing Date: 2025/07/01 | |
House | Republican | LA-6 | stock | Apple Inc. - Common Stock (AAPL) [ST] | 2025/06/09 | BUY$1,001 - $15,000 Filing Date: 2025/07/01 | |
House | Republican | LA-6 | stock | Apple Inc. - Common Stock (AAPL) [ST] | 2025/06/03 | BUY$100,001 - $250,000 Filing Date: 2025/07/01 | |
House | Republican | LA-6 | stock | Apple Inc. - Common Stock (AAPL) [ST] | 2025/06/03 | BUY$1,001 - $15,000 Filing Date: 2025/07/01 | |
House | Republican | LA-6 | stock | Apple Inc. - Common Stock (AAPL) [ST] | 2025/06/25 | BUY$1,001 - $15,000 Filing Date: 2025/07/01 | |
House | Republican | LA-6 | stock | Apple Inc. - Common Stock (AAPL) [ST] | 2025/06/30 | BUY$50,001 - $100,000 Filing Date: 2025/07/01 | |
House | Republican | LA-6 | other | Alphabet Inc. - Class C Capital Stock P(GOOG) [ST] | 2025/06/05 | BUY$15,001 - $50,000 Filing Date: 2025/07/01 | |
House | Republican | LA-6 | stock | Alphabet Inc. - Class C Capital Stock (GOOG) [ST] | 2025/06/25 | BUY$50,001 - $100,000 Filing Date: 2025/07/01 | |
House | Republican | LA-6 | stock | Amazon.com, Inc. - Common Stock (AMZN) [ST] | 2025/06/25 | BUY$100,001 - $250,000 Filing Date: 2025/07/01 | |
House | Republican | LA-6 | stock | Amazon.com, Inc. - Common Stock (AMZN) [ST] | 2025/06/25 | BUY$100,001 - $250,000 Filing Date: 2025/07/01 | |
House | Republican | LA-6 | stock | Amazon.com, Inc. - Common Stock (AMZN) [ST] | 2025/06/09 | BUY$100,001 - $250,000 Filing Date: 2025/07/01 | |
House | Republican | LA-6 | stock | Amazon.com, Inc. - Common Stock (AMZN) [ST] | 2025/06/25 | BUY$100,001 - $250,000 Filing Date: 2025/07/01 | |
| municipal security | Oklahoma St Wtr Res Brd Revolving Fund Revenue Bond
Rate/Coupon: 5.0%
... | 2025/06/04 | BUY$250,001 - $500,000 Filing Date: 2025/07/01 | |
| municipal security | Oklahoma St Wtr Res Brd Revolving Fund Revenue Bond
Rate/Coupon: 5.0%
... | 2025/06/04 | BUY$500,001 - $1,000,000 Filing Date: 2025/07/01 | |
| municipal security | Oklahoma St Wtr Res Brd Revolving Fund Revenue Bond
Rate/Coupon: 5.0%
... | 2025/06/04 | BUY$100,001 - $250,000 Filing Date: 2025/07/01 | |
Lower | Republican | FL-23 | stock | UnitedHealth Group Incorporated Common Stock (UNH) [ST] | 2025/05/15 | SELL$1,001 - $15,000 Filing Date: 2025/06/27 | |
Lower | Republican | FL-23 | stock | HCA Healthcare, Inc. Common Stock (HCA) [ST] FILING STATUS: New SUBHOL... | 2025/05/15 | BUY$1,001 - $15,000 Filing Date: 2025/06/27 | |
Lower | Republican | FL-23 | stock | HCA Healthcare, Inc. Common Stock
(HCA) [ST] | 2025/05/15 | BUY$1,001 - $15,000 Filing Date: 2025/06/27 | |
Lower | Republican | FL-23 | stock | The Cigna Group Common Stock (CI)
[ST] | 2025/05/15 | BUY$1,001 - $15,000 Filing Date: 2025/06/27 | |
Lower | Republican | FL-23 | stock | The Cigna Group Common Stock (CI)
[ST] | 2025/05/15 | BUY$1,001 - $15,000 Filing Date: 2025/06/27 | |
Lower | Republican | FL-23 | stock | UnitedHealth Group Incorporated Common Stock (UNH) [ST] | 2025/05/15 | SELL$1,001 - $15,000 Filing Date: 2025/06/27 | |