houseInformation TechnologyDisclosed: Mar 9, 2026
GCBoughtMUMicron Technology, Inc. - Common
Stock $1,001 - $15,00036%
houseDisclosed: Mar 9, 2026
SCSoldITWILLINOIS TOOL WORKS INC $1,001 - $15,00036%
senateIndustrialsDisclosed: Mar 4, 2026
houseHealth CarechildDisclosed: Mar 10, 2026
RKBoughtRoyal Bank of Canada Linked to Basket of
$1,001 - $15,00036%
housechildDisclosed: Mar 2, 2026
RKBoughtCARTSP
Maplebear Inc. $1,001 - $15,00036%
housechildDisclosed: Mar 4, 2026
housechildDisclosed: Mar 4, 2026
housechildDisclosed: Mar 4, 2026
housechildDisclosed: Mar 4, 2026
RKBoughtElevance Health Inc
$1,001 - $15,00036%
housechildDisclosed: Mar 4, 2026
RKBoughtBlackrock Funding Inc
$1,001 - $15,00036%
housechildDisclosed: Mar 4, 2026
RKBoughtIntl Business Machines Corp
$1,001 - $15,00036%
housechildDisclosed: Mar 4, 2026
housechildDisclosed: Mar 4, 2026
RKBoughtMeta Platforms Inc Class A
$1,001 - $15,00036%
housechildDisclosed: Mar 4, 2026
RKBoughtBroadridge Financial Solutions
$1,001 - $15,00036%
housechildDisclosed: Mar 4, 2026
RKBoughtThe Bank of NY Mellon Corp
$1,001 - $15,00036%
housechildDisclosed: Mar 4, 2026
RKBoughtCostco Wholesale Corporation
$1,001 - $15,00036%
housechildDisclosed: Mar 4, 2026
houseInformation TechnologychildDisclosed: Mar 4, 2026
housechildDisclosed: Mar 4, 2026
RKBoughtOld Dominion Freight Line Inc
$1,001 - $15,00036%
housechildDisclosed: Mar 4, 2026
RKBoughtCDWDC
CDW Corporation $1,001 - $15,00036%
housechildDisclosed: Mar 4, 2026
RKBoughtHealthpeak Properties Inc
$1,001 - $15,00036%
housechildDisclosed: Mar 4, 2026
RKBoughtCorning Incorporated
$1,001 - $15,00036%
housechildDisclosed: Mar 4, 2026
RKBoughtInternational Paper Co
$1,001 - $15,00036%
housechildDisclosed: Mar 4, 2026
housechildDisclosed: Mar 4, 2026
RKBoughtCharles Schwab Corporation
$1,001 - $15,00036%
housechildDisclosed: Mar 4, 2026
housechildDisclosed: Mar 4, 2026
houseInformation TechnologychildDisclosed: Mar 4, 2026
RKBoughtVerisk Analytics Inc
$1,001 - $15,00036%
housechildDisclosed: Mar 4, 2026
RKBoughtCrowdstrike Holdings Inc
$1,001 - $15,00036%
housechildDisclosed: Mar 4, 2026
houseHealth CarechildDisclosed: Mar 4, 2026
RKBoughtTTWOTake-Two Interactive Software, Inc. $1,001 - $15,00036%
housechildDisclosed: Mar 4, 2026
RKBoughtTYLSP
Tyler Technologies, Inc. Common
Stock $1,001 - $15,00036%
housechildDisclosed: Mar 4, 2026
RKBoughtSYFSynchrony Financial $1,001 - $15,00036%
houseFinancialschildDisclosed: Mar 4, 2026
RKBoughtCARTSP
Maplebear Inc. $1,001 - $15,00036%
housespouseDisclosed: Mar 4, 2026
housechildDisclosed: Mar 4, 2026
housechildDisclosed: Mar 4, 2026
RKBoughtCVNAJT
Carvana Co. Class A $1,001 - $15,00036%
housechildDisclosed: Mar 4, 2026
housechildDisclosed: Mar 4, 2026
housechildDisclosed: Mar 4, 2026
RKSoldCBRE Group Inc Class A
$1,001 - $15,00036%
housechildDisclosed: Mar 4, 2026
housechildDisclosed: Mar 4, 2026
housespouseDisclosed: Mar 4, 2026
housechildDisclosed: Mar 4, 2026
RKSoldLULUlululemon athletica inc. $1,001 - $15,00036%
houseConsumer DiscretionarychildDisclosed: Mar 4, 2026
RKBoughtJDʇʕʅʔʋʒʖʋʑʐ: Holdings in J exchanged out for receipt of new holdings in J and AMTM through a corporate action.
Jacobs Solutions Inc. $1,001 - $15,00036%
housechildDisclosed: Mar 4, 2026
houseConsumer DiscretionarychildDisclosed: Mar 4, 2026
RKSoldAXTAAxalta Coating Systems Ltd. Common
Shares $1,001 - $15,00036%
housespouseDisclosed: Mar 4, 2026
RKBoughtMetLife Inc Hybrid 03/15/2056
$1,001 - $15,00036%
housespouseDisclosed: Mar 4, 2026
RKBoughtCIENSP
Ciena Corporation $1,001 - $15,00036%
housechildDisclosed: Mar 4, 2026