| stock | Illinois Tool Works Inc. Common Stock (ITW) [ST] | 2024/09/25 | 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 | Alphabet Inc. - Class C Capital Stock (GOOG) [ST] | 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 | The Hershey Company Common Stock (HSY) [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 | Pepsico, Inc. (PEP) [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 | |
| 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 | UnitedHealth Group Incorporated Common Stock (UNH) [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 | Visa Inc. (V) [ST] | 2024/08/07 | BUY$1,001 - $15,000 Filing Date: 2025/07/03 | |
| stock | Walmart Inc. Common Stock (WMT) [ST] | 2024/08/07 | BUY$1,001 - $15,000 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 | Starbucks Corporation - Common Stock (SBUX) [ST] | 2024/01/30 | SELL$1,001 - $15,000 Filing Date: 2025/07/03 | |
| stock | Union Pacific Corporation Common Stock (UNP) [ST] FILING STATUS: New S... | 2025/04/21 | BUY$1,001 - $15,000 Filing Date: 2025/06/03 | |
| stock | The Baldwin Insurance Group, Inc. - Class A Common Stock (BWIN) [ST] F... | 2025/04/10 | SELL$500,001 - $1,000,000 Filing Date: 2025/04/17 | |
| stock | Novo Nordisk A/S Common Stock (NVO) [ST] | 2025/03/27 | BUY$15,001 - $50,000 Filing Date: 2025/04/11 | |
| stock | Novo Nordisk A/S Common Stock (NVO) [ST] | 2025/03/27 | BUY$1,001 - $15,000 Filing Date: 2025/04/11 | |
| stock | Amazon.com, Inc. - Common Stock (AMZN) [ST] | 2025/02/26 | BUY$1,001 - $15,000 Filing Date: 2025/03/18 | |
| stock | Amazon.com, Inc. - Common Stock (AMZN) [ST] | 2025/02/26 | BUY$50,001 - $100,000 Filing Date: 2025/03/18 | |
| stock | Amazon.com, Inc. - Common Stock (AMZN) [ST] | 2025/02/26 | BUY$1,001 - $15,000 Filing Date: 2025/03/18 | |
| other | Fidelity Advisor Total Bond CL Z [GS] | 2025/02/19 | BUY$800.00 Filing Date: 2025/03/18 | |
| other | Fidelity Advisor Total Bond CL Z [GS] | 2025/02/19 | BUY$1,001 - $15,000 Filing Date: 2025/03/18 | |
| other | Fidelity Advisor Total Bond CL Z [GS] | 2025/02/19 | BUY$1,001 - $15,000 Filing Date: 2025/03/18 | |
| stock | Lockheed Martin Corporation Common Stock (LMT) [ST] | 2025/02/18 | BUY$1,001 - $15,000 Filing Date: 2025/03/18 | |
| stock | Costco Wholesale Corporation - Common Stock (COST) [ST] | 2025/01/28 | SELL$50,001 - $100,000 Filing Date: 2025/03/18 | |
| stock | Costco Wholesale Corporation - Common Stock (COST) [ST] | 2025/01/28 | SELL$1,001 - $15,000 Filing Date: 2025/03/18 | |
| | 2025/02/18 | BUY$15,001 - $50,000 Filing Date: 2025/03/18 | |
| | 2025/02/07 | SELL$1,000,001 - $5,000,000 Filing Date: 2025/02/23 | |
| stock | The Baldwin Insurance Group, Inc. - Class A Common Stock (BWIN) [ST] F... | 2025/02/06 | SELL$15,001 - $50,000 Filing Date: 2025/02/23 | |
| | 2024/09/25 | BUY$50,001 - $100,000 Filing Date: 2024/10/15 | |
| | 2024/09/25 | BUY$1,000 - $15,000 Filing Date: 2024/10/15 | |
| | 2024/09/24 | BUY$1,000 - $15,000 Filing Date: 2024/10/15 | |
| | 2024/09/24 | BUY$50,001 - $100,000 Filing Date: 2024/10/15 | |
| | 2024/08/14 | SELL$1,000 - $15,000 Filing Date: 2024/08/20 | |
| | 2024/08/14 | SELL$1,000 - $15,000 Filing Date: 2024/08/20 | |
| | 2024/08/14 | SELL$1,000 - $15,000 Filing Date: 2024/08/20 | |
| | 2024/08/14 | SELL$100,001 - $250,000 Filing Date: 2024/08/20 | |
| | 2024/08/07 | BUY$50,001 - $100,000 Filing Date: 2024/08/20 | |
| | 2024/08/07 | BUY$50,001 - $100,000 Filing Date: 2024/08/20 | |
| | 2024/08/07 | BUY$50,001 - $100,000 Filing Date: 2024/08/20 | |
| | 2024/08/07 | BUY$50,001 - $100,000 Filing Date: 2024/08/20 | |
| | 2024/08/07 | BUY$50,001 - $100,000 Filing Date: 2024/08/20 | |
| | 2024/08/07 | BUY$50,001 - $100,000 Filing Date: 2024/08/20 | |
| | 2024/08/07 | BUY$15,001 - $50,000 Filing Date: 2024/08/20 | |
| | 2024/08/07 | BUY$50,001 - $100,000 Filing Date: 2024/08/20 | |
| | 2024/08/07 | BUY$1,000 - $15,000 Filing Date: 2024/08/20 | |
| | 2024/08/07 | BUY$50,001 - $100,000 Filing Date: 2024/08/20 | |
| | 2024/08/07 | BUY$50,001 - $100,000 Filing Date: 2024/08/20 | |
| | 2024/08/07 | BUY$15,001 - $50,000 Filing Date: 2024/08/20 | |
| | 2024/08/07 | BUY$15,001 - $50,000 Filing Date: 2024/08/20 | |
| | 2024/08/06 | SELL$15,001 - $50,000 Filing Date: 2024/08/20 | |
| | 2024/08/06 | SELL$50,001 - $100,000 Filing Date: 2024/08/20 | |
| | 2024/08/06 | SELL$50,001 - $100,000 Filing Date: 2024/08/20 | |
| | 2024/08/06 | SELL$15,001 - $50,000 Filing Date: 2024/08/20 | |
| | 2024/08/06 | SELL$1,000 - $15,000 Filing Date: 2024/08/20 | |
| | 2024/08/06 | SELL$15,001 - $50,000 Filing Date: 2024/08/20 | |
| | 2024/08/06 | SELL$1,000 - $15,000 Filing Date: 2024/08/20 | |
| | 2024/08/06 | SELL$50,001 - $100,000 Filing Date: 2024/08/20 | |
| | 2024/08/06 | SELL$15,001 - $50,000 Filing Date: 2024/08/20 | |
| | 2024/08/06 | SELL$15,001 - $50,000 Filing Date: 2024/08/20 | |
| | 2024/08/06 | SELL$1,000 - $15,000 Filing Date: 2024/08/20 | |
| | 2024/08/06 | SELL$100,001 - $250,000 Filing Date: 2024/08/20 | |
| | 2024/08/06 | SELL$15,001 - $50,000 Filing Date: 2024/08/20 | |
| | 2024/08/02 | BUY$1,000 - $15,000 Filing Date: 2024/08/20 | |
| | 2024/08/02 | BUY$1,000 - $15,000 Filing Date: 2024/08/20 | |
| | 2024/08/02 | BUY$1,000 - $15,000 Filing Date: 2024/08/20 | |
| | 2024/08/02 | BUY$1,000 - $15,000 Filing Date: 2024/08/20 | |
| | 2024/08/02 | BUY$1,000 - $15,000 Filing Date: 2024/08/20 | |
| | 2024/08/02 | BUY$1,000 - $15,000 Filing Date: 2024/08/20 | |
| | 2024/08/02 | BUY$1,000 - $15,000 Filing Date: 2024/08/20 | |
| | 2024/08/02 | BUY$1,000 - $15,000 Filing Date: 2024/08/20 | |
| | 2024/08/02 | BUY$1,000 - $15,000 Filing Date: 2024/08/20 | |
| | 2024/08/02 | BUY$1,000 - $15,000 Filing Date: 2024/08/20 | |
| | 2024/08/02 | BUY$1,000 - $15,000 Filing Date: 2024/08/20 | |
| | 2024/08/02 | BUY$1,000 - $15,000 Filing Date: 2024/08/20 | |
| | 2024/08/02 | BUY$1,000 - $15,000 Filing Date: 2024/08/20 | |
| | 2024/08/02 | BUY$1,000 - $15,000 Filing Date: 2024/08/20 | |
| | 2024/08/01 | SELL$1,000 - $15,000 Filing Date: 2024/08/20 | |
| | 2024/08/01 | SELL$1,000 - $15,000 Filing Date: 2024/08/20 | |
| | 2024/08/01 | SELL$1,000 - $15,000 Filing Date: 2024/08/20 | |
| | 2024/08/01 | SELL$1,000 - $15,000 Filing Date: 2024/08/20 | |
| | 2024/08/01 | SELL$1,000 - $15,000 Filing Date: 2024/08/20 | |
| | 2024/08/01 | SELL$1,000 - $15,000 Filing Date: 2024/08/20 | |
| | 2024/08/01 | SELL$1,000 - $15,000 Filing Date: 2024/08/20 | |
| | 2024/08/01 | SELL$1,000 - $15,000 Filing Date: 2024/08/20 | |
| | 2024/08/01 | SELL$1,000 - $15,000 Filing Date: 2024/08/20 | |
| | 2024/08/01 | SELL$1,000 - $15,000 Filing Date: 2024/08/20 | |
| | 2024/08/01 | SELL$1,000 - $15,000 Filing Date: 2024/08/20 | |
| | 2024/08/01 | SELL$1,000 - $15,000 Filing Date: 2024/08/20 | |
| | 2024/08/01 | SELL$1,000 - $15,000 Filing Date: 2024/08/20 | |
| | 2024/08/01 | SELL$15,001 - $50,000 Filing Date: 2024/08/20 | |
| | 2024/08/01 | SELL$1,000 - $15,000 Filing Date: 2024/08/20 | |
| | 2023/09/11 | SELL$15,001 - $50,000 Filing Date: 2023/09/15 | |
| | 2023/09/11 | SELL$15,001 - $50,000 Filing Date: 2023/09/15 | |
| | 2023/09/11 | SELL$50,001 - $100,000 Filing Date: 2023/09/15 | |
| | 2023/09/11 | SELL$15,001 - $50,000 Filing Date: 2023/09/15 | |
| FZDXX IS A FIDELITY "PRIME" MONEY MARKET FUND THAT INVESTS IN COMMERCIAL PAPER AND NON-GOVERNMENT SECURITIES. | , FZDXX IS A FIDELITY "PRIME" MONEY MARKET FUND THAT INVESTS IN COMMER... | 2023/09/11 | SELL$50,001 - $100,000 Filing Date: 2023/09/15 | |
| | 2023/09/11 | SELL$50,001 - $100,000 Filing Date: 2023/09/15 | |
| | 2023/09/11 | SELL$15,001 - $50,000 Filing Date: 2023/09/15 | |
| | 2023/09/11 | SELL$15,001 - $50,000 Filing Date: 2023/09/15 | |
| | 2023/09/11 | SELL$15,001 - $50,000 Filing Date: 2023/09/15 | |
| | 2023/09/11 | SELL$15,001 - $50,000 Filing Date: 2023/09/15 | |
| | 2023/09/11 | SELL$15,001 - $50,000 Filing Date: 2023/09/15 | |
| | 2023/09/11 | SELL$15,001 - $50,000 Filing Date: 2023/09/15 | |
| | 2023/09/11 | SELL$15,001 - $50,000 Filing Date: 2023/09/15 | |
| | 2023/09/11 | SELL$1,001 - $15,000 Filing Date: 2023/09/15 | |
| | 2023/09/11 | SELL$15,001 - $50,000 Filing Date: 2023/09/15 | |
| | 2023/09/11 | SELL$1,001 - $15,000 Filing Date: 2023/09/15 | |
| | 2023/09/11 | SELL$15,001 - $50,000 Filing Date: 2023/09/15 | |
| | 2023/09/11 | SELL$15,001 - $50,000 Filing Date: 2023/09/15 | |
| | 2023/09/11 | SELL$15,001 - $50,000 Filing Date: 2023/09/15 | |
| | 2022/09/13 | BUY$15,001 - $50,000 Filing Date: 2022/09/30 | |
| | 2022/09/13 | BUY$1,001 - $15,000 Filing Date: 2022/09/30 | |
| | , BOUGHT 163.162 SHARES AT $13.79, FCNTX | 2022/09/13 | BUY$1,001 - $15,000 Filing Date: 2022/09/30 | |
| | 2022/09/13 | BUY$1,001 - $15,000 Filing Date: 2022/09/30 | |
| | 2022/09/13 | BUY$1,001 - $15,000 Filing Date: 2022/09/30 | |
| | 2022/09/13 | BUY$1,001 - $15,000 Filing Date: 2022/09/30 | |
| | 2022/09/13 | BUY$15,001 - $50,000 Filing Date: 2022/09/30 | |
| | 2022/09/13 | BUY$15,001 - $50,000 Filing Date: 2022/09/30 | |
| | 2022/09/13 | BUY$1,001 - $15,000 Filing Date: 2022/09/30 | |
| | 2022/09/13 | BUY$15,001 - $50,000 Filing Date: 2022/09/30 | |
| | 2022/09/13 | BUY$1,001 - $15,000 Filing Date: 2022/09/30 | |
| | 2022/09/12 | BUY$1,001 - $15,000 Filing Date: 2022/09/30 | |
| | 2022/09/12 | BUY$50,001 - $100,000 Filing Date: 2022/09/30 | |
| | , SOLD 925.633 SHARES AT $9.61, FBKWX | 2022/09/09 | SELL$1,001 - $15,000 Filing Date: 2022/09/30 | |
| | 2022/09/09 | BUY$15,001 - $50,000 Filing Date: 2022/09/30 | |
| | 2022/09/09 | BUY$1,001 - $15,000 Filing Date: 2022/09/30 | |
| | , PURCHASED 660.569 SHARES AT $9.84, LUBYX | 2022/09/09 | BUY$1,001 - $15,000 Filing Date: 2022/09/30 | |
| | , BOUGHT 2,032.520 SHARES AT $9.84, LUBYX | 2022/09/09 | BUY$15,001 - $50,000 Filing Date: 2022/09/30 | |
| | , BOUGHT 12,703.252 SHARES AT $9.84, LUBYX | 2022/09/09 | BUY$100,001 - $250,000 Filing Date: 2022/09/30 | |
| | 2022/09/09 | BUY$15,001 - $50,000 Filing Date: 2022/09/30 | |
| | 2022/09/09 | BUY$1,001 - $15,000 Filing Date: 2022/09/30 | |
| | , SOLD 18,669.832 SHARES AT $9.60, FBKWX | 2022/09/08 | SELL$100,001 - $250,000 Filing Date: 2022/09/30 | |
| | , SOLD 2,290.102 SHARES AT $9.60, FBKWX | 2022/09/08 | SELL$15,001 - $50,000 Filing Date: 2022/09/30 | |
| | Stocks, BRP GROUP, INC. - CLASS A, BRP | 2021/04/27 | SELL$1,000,001 - $5,000,000 Filing Date: 2021/04/28 | |
| | Stocks, BRP GROUP, INC. - CLASS A | 2021/04/27 | SELL$1,000,001 - $5,000,000 Filing Date: 2021/04/28 | |
| | 2021/04/27 | SELL$1,000,001 - $5,000,000 Filing Date: 2021/04/28 | |