RKBoughtBKNGBooking Holdings Inc. $1,001 - $15,00018%
houseIndustrialsspouseDisclosed: Mar 4, 2026
RKBoughtCPRTSP
Copart, Inc. $1,001 - $15,00018%
housespouseDisclosed: Mar 4, 2026
RKSoldPANWPalo Alto Networks Inc $1,001 - $15,00018%
houseIndustrialsspouseDisclosed: Mar 4, 2026
houseConsumer DiscretionaryspouseDisclosed: Mar 4, 2026
RKSoldHIGHARTFORD INSURANCE GROUP, INC. $1,001 - $15,00018%
housespouseDisclosed: Mar 4, 2026
RKBoughtBBYBest Buy Co., Inc. $1,001 - $15,00018%
housespouseDisclosed: Mar 4, 2026
ASSoldGEGENERAL ELECTRIC CO $1,001 - $15,00017%
houseInformation TechnologyspouseDisclosed: Mar 12, 2026
ASSoldGEVJT
GE Vernova Inc. $1,001 - $15,00017%
housespouseDisclosed: Mar 12, 2026
JJSoldIBMINTERNATIONAL BUSINESS MACHINES CORP $50,001 - $100,00037%
houseIndustrialsjointDisclosed: Mar 12, 2026
JJBoughtBKBank of New York Mellon Corp $1,001 - $15,00023%
houseFinancialsDisclosed: Mar 12, 2026
JLSoldEXEExpand Energy Corporation $1,001 - $15,00018%
houseDisclosed: Mar 12, 2026
JLBoughtVSTwere surrendered as a result of the spinoff.
SP
Vistra Corp. $1,001 - $15,00018%
houseDisclosed: Mar 12, 2026
JJBoughtBKBank of New York Mellon Corp $50,001 - $100,00037%
houseFinancialsjointDisclosed: Mar 12, 2026
JLSoldPEGdirection.
Public Service Enterprise Group
Incorporated $1,001 - $15,00018%
houseDisclosed: Mar 12, 2026
JJSoldIBMINTERNATIONAL BUSINESS MACHINES CORP $1,001 - $15,00023%
houseIndustrialsDisclosed: Mar 12, 2026
$1,000,001 - $5,000,00029%
houseDisclosed: Mar 14, 2026
JSBoughtPlus Index with participation rate
$1,000,001 - $5,000,00029%
houseDisclosed: Mar 14, 2026
TSSoldNational Securities- Advisor Discretion
$15,001 - $50,00026%
houseDisclosed: Mar 17, 2026
RKBoughtAPOApollo Global Management, $1,001 - $15,00018%
housespouseDisclosed: Mar 4, 2026
$1,000,001 - $5,000,00029%
houseDisclosed: Mar 14, 2026
RKBoughtSPGISP
S&P Global Inc. $1,001 - $15,00018%
housespouseDisclosed: Mar 4, 2026
housespouseDisclosed: Mar 4, 2026
RKSoldDELLDC
Dell Technologies Inc. Class C $1,001 - $15,00018%
housespouseDisclosed: Mar 4, 2026
housespouseDisclosed: Mar 4, 2026
RKBoughtGPNGlobal Payments Inc. $1,001 - $15,00018%
housespouseDisclosed: Mar 4, 2026
houseInformation TechnologyspouseDisclosed: Mar 4, 2026
RKBoughtCTSHCOGNIZANT TECHNOLOGY SOLUTIONS CORP $1,001 - $15,00018%
houseInformation TechnologyspouseDisclosed: Mar 4, 2026
RKBoughtMiddletown Ohio Go 5% 12/01/26
$1,001 - $15,00018%
housechildDisclosed: Mar 4, 2026
RKSoldW.R. Berkley Corporation
$1,001 - $15,00018%
housespouseDisclosed: Mar 4, 2026
housespouseDisclosed: Mar 4, 2026
RKBoughtTYLSP
Tyler Technologies, Inc. Common
Stock $1,001 - $15,00018%
housespouseDisclosed: Mar 4, 2026
SBSoldUS TSY NOTE DUE 02/15/26
$15,001 - $50,00018%
housespouseDisclosed: Mar 21, 2026
housespouseDisclosed: Mar 4, 2026
housespouseDisclosed: Mar 4, 2026
RKSoldGPCGenuine Parts Company Common
Stock $1,001 - $15,00018%
housespouseDisclosed: Mar 4, 2026
housespouseDisclosed: Mar 4, 2026
RKBoughtISRGINTUITIVE SURGICAL INC $1,001 - $15,00018%
houseHealth CarespouseDisclosed: Mar 4, 2026
houseConsumer DiscretionaryspouseDisclosed: Mar 4, 2026
houseHealth CarespouseDisclosed: Mar 4, 2026
houseHealth CarespouseDisclosed: Mar 4, 2026
RKBoughtCrowdstrike Holdings Inc
$1,001 - $15,00018%
housespouseDisclosed: Mar 4, 2026
housespouseDisclosed: Mar 4, 2026
RKBoughtCharter Communications Inc
$1,001 - $15,00018%
housespouseDisclosed: Mar 4, 2026
RKBoughtErie Indemnity Company Cl-A Class A
$1,001 - $15,00018%
housespouseDisclosed: Mar 4, 2026
housespouseDisclosed: Mar 4, 2026
housespouseDisclosed: Mar 4, 2026
RKBoughtCoca-Cola Company (The)
$1,001 - $15,00018%
housespouseDisclosed: Mar 4, 2026
RKBoughtBlackstone Group Inc/The
$1,001 - $15,00018%
housespouseDisclosed: Mar 4, 2026
RKBoughtPayPal Holdings Inc
$1,001 - $15,00018%
housespouseDisclosed: Mar 4, 2026
RKBoughtBroadridge Financial Solutions
$1,001 - $15,00018%
housespouseDisclosed: Mar 4, 2026