|
Arjun Mody
EXEC
|
DUK
Duke Energy Corp.
|
Sell |
$1K – $15K |
Self |
Jan 30, 2026 |
22d late filing ↗ |
|
Arjun Mody
EXEC
|
DTE
DTE Energy Co.
|
Sell |
$1K – $15K |
Self |
Jan 30, 2026 |
22d late filing ↗ |
|
Arjun Mody
EXEC
|
DT
Dynatrace Inc. Common Stock
|
Sell |
$1K – $15K |
Self |
Jan 30, 2026 |
22d late filing ↗ |
|
Arjun Mody
EXEC
|
DOCS
Doximity Inc. Class A Common Stock
|
Sell |
$1K – $15K |
Self |
Jan 30, 2026 |
22d late filing ↗ |
|
Arjun Mody
EXEC
|
DIS
The Walt Disney Co.
|
Sell |
$1K – $15K |
Self |
Jan 30, 2026 |
22d late filing ↗ |
|
Arjun Mody
EXEC
|
DIA
SPDR Dow Jones Industrial Average ETF Trust
|
Sell |
$1K – $15K |
Self |
Jan 30, 2026 |
22d late filing ↗ |
|
Arjun Mody
EXEC
|
DIA
SPDR Dow Jones Industrial Average ETF Trust
|
Sell |
$1K – $15K |
Self |
Jan 30, 2026 |
22d late filing ↗ |
|
Arjun Mody
EXEC
|
DHR
Danaher Corp.
|
Sell |
$1K – $15K |
Self |
Jan 30, 2026 |
22d late filing ↗ |
|
Arjun Mody
EXEC
|
DHR
Danaher Corp.
|
Sell |
$1K – $15K |
Self |
Jan 30, 2026 |
22d late filing ↗ |
|
Arjun Mody
EXEC
|
DG
Dollar General Corp.
|
Sell |
$1K – $15K |
Self |
Jan 30, 2026 |
22d late filing ↗ |
|
Arjun Mody
EXEC
|
DANOY
Danone SA ADR
|
Sell |
$1K – $15K |
Self |
Jan 30, 2026 |
22d late filing ↗ |
|
Arjun Mody
EXEC
|
CVX
Chevron Corp.
|
Sell |
$1K – $15K |
Self |
Jan 30, 2026 |
22d late filing ↗ |
|
Arjun Mody
EXEC
|
CVX
Chevron Corp.
|
Sell |
$1K – $15K |
Self |
Jan 30, 2026 |
22d late filing ↗ |
|
Arjun Mody
EXEC
|
CTAS
Cintas Corp.
|
Sell |
$1K – $15K |
Self |
Jan 30, 2026 |
22d late filing ↗ |
|
Arjun Mody
EXEC
|
CSL
Carlisle Cos., Inc.
|
Sell |
$1K – $15K |
Self |
Jan 30, 2026 |
22d late filing ↗ |
|
Arjun Mody
EXEC
|
CSGP
CoStar Group, Inc.
|
Sell |
$1K – $15K |
Self |
Jan 30, 2026 |
22d late filing ↗ |
|
Arjun Mody
EXEC
|
CRM
salesforce.com, inc.
|
Sell |
$1K – $15K |
Self |
Jan 30, 2026 |
22d late filing ↗ |
|
Arjun Mody
EXEC
|
CPRT
Copart, Inc.
|
Sell |
$1K – $15K |
Self |
Jan 30, 2026 |
22d late filing ↗ |
|
Arjun Mody
EXEC
|
COP
ConocoPhillips
|
Sell |
$1K – $15K |
Self |
Jan 30, 2026 |
22d late filing ↗ |
|
Arjun Mody
EXEC
|
CNP
CenterPoint Energy, Inc.
|
Sell |
$1K – $15K |
Self |
Jan 30, 2026 |
22d late filing ↗ |
|
Arjun Mody
EXEC
|
CMI
Cummins, Inc.
|
Sell |
$1K – $15K |
Self |
Jan 30, 2026 |
22d late filing ↗ |
|
Arjun Mody
EXEC
|
CME
CME Group, Inc.
|
Sell |
$1K – $15K |
Self |
Jan 30, 2026 |
22d late filing ↗ |
|
Arjun Mody
EXEC
|
CMCSA
Comcast Corp.
|
Sell |
$1K – $15K |
Self |
Jan 30, 2026 |
22d late filing ↗ |
|
Arjun Mody
EXEC
|
CL
Colgate-Palmolive Co.
|
Sell |
$1K – $15K |
Self |
Jan 30, 2026 |
22d late filing ↗ |
|
Arjun Mody
EXEC
|
CINF
Cincinnati Financial Corp.
|
Sell |
$1K – $15K |
Self |
Jan 30, 2026 |
22d late filing ↗ |
|
Arjun Mody
EXEC
|
CHTR
Charter Communications, Inc.
|
Sell |
$1K – $15K |
Self |
Jan 30, 2026 |
22d late filing ↗ |
|
Arjun Mody
EXEC
|
CHRW
C.H. Robinson Worldwide, Inc.
|
Sell |
$1K – $15K |
Self |
Jan 30, 2026 |
22d late filing ↗ |
|
Arjun Mody
EXEC
|
CG
The Carlyle Group Inc. Common Stock
|
Sell |
$1K – $15K |
Self |
Jan 30, 2026 |
22d late filing ↗ |
|
Arjun Mody
EXEC
|
CFRUY
Compagnie Financiere Richemont SA ADR
|
Sell |
$1K – $15K |
Self |
Jan 30, 2026 |
22d late filing ↗ |
|
Arjun Mody
EXEC
|
CDW
CDW Corp.
|
Sell |
$1K – $15K |
Self |
Jan 30, 2026 |
22d late filing ↗ |
|
Arjun Mody
EXEC
|
CCJ
Cameco Corporation Common Stock
|
Sell |
$1K – $15K |
Self |
Jan 30, 2026 |
22d late filing ↗ |
|
Arjun Mody
EXEC
|
CASY
Casey's General Stores, Inc.
|
Sell |
$1K – $15K |
Self |
Jan 30, 2026 |
22d late filing ↗ |
|
Arjun Mody
EXEC
|
BUD
Anheuser-Busch Inbev SA Sponsored ADR (Belgium)
|
Sell |
$1K – $15K |
Self |
Jan 30, 2026 |
22d late filing ↗ |
|
Arjun Mody
EXEC
|
BTI
British American Tobacco Industries p.l.c. Common Stock ADR
|
Sell |
$1K – $15K |
Self |
Jan 30, 2026 |
22d late filing ↗ |
|
Arjun Mody
EXEC
|
BRKB
Berkshire Hathaway Inc.
|
Sell |
$1K – $15K |
Self |
Jan 30, 2026 |
22d late filing ↗ |
|
Arjun Mody
EXEC
|
BR
Broadridge Financial Solutions, Inc.
|
Sell |
$1K – $15K |
Self |
Jan 30, 2026 |
22d late filing ↗ |
|
Arjun Mody
EXEC
|
BK
The Bank of New York Mellon Corporation
|
Sell |
$1K – $15K |
Self |
Jan 30, 2026 |
22d late filing ↗ |
|
Arjun Mody
EXEC
|
BIO
Bio-Rad Laboratories Inc Class A
|
Sell |
$1K – $15K |
Self |
Jan 30, 2026 |
22d late filing ↗ |
|
Arjun Mody
EXEC
|
BIL
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
|
Sell |
$1K – $15K |
Self |
Jan 30, 2026 |
22d late filing ↗ |
|
Arjun Mody
EXEC
|
BDX
Becton, Dickinson and Company
|
Sell |
$1K – $15K |
Self |
Jan 30, 2026 |
22d late filing ↗ |
|
Arjun Mody
EXEC
|
BAH
Booz Allen Hamilton Holding Corp.
|
Sell |
$1K – $15K |
Self |
Jan 30, 2026 |
22d late filing ↗ |
|
Arjun Mody
EXEC
|
BAESY
Bae Systems PLC
|
Sell |
$1K – $15K |
Self |
Jan 30, 2026 |
22d late filing ↗ |
|
Arjun Mody
EXEC
|
BA
Boeing Co
|
Sell |
$1K – $15K |
Self |
Jan 30, 2026 |
22d late filing ↗ |
|
Arjun Mody
EXEC
|
B
Barrick Mining Corp
|
Sell |
$1K – $15K |
Self |
Jan 30, 2026 |
22d late filing ↗ |
|
Arjun Mody
EXEC
|
AXP
American Express Co.
|
Sell |
$1K – $15K |
Self |
Jan 30, 2026 |
22d late filing ↗ |
|
Arjun Mody
EXEC
|
AWK
American Water Works Co., Inc.
|
Sell |
$1K – $15K |
Self |
Jan 30, 2026 |
22d late filing ↗ |
|
Arjun Mody
EXEC
|
AVGO
Broadcom, Inc.
|
Sell |
$1K – $15K |
Self |
Jan 30, 2026 |
22d late filing ↗ |
|
Arjun Mody
EXEC
|
AVGO
Broadcom, Inc.
|
Sell |
$1K – $15K |
Self |
Jan 30, 2026 |
22d late filing ↗ |
|
Arjun Mody
EXEC
|
ATO
Atmos Energy Corp.
|
Sell |
$1K – $15K |
Self |
Jan 30, 2026 |
22d late filing ↗ |
|
Arjun Mody
EXEC
|
AON
Aon Plc
|
Sell |
$1K – $15K |
Self |
Jan 30, 2026 |
22d late filing ↗ |
|
Arjun Mody
EXEC
|
AMZN
Amazon.com, Inc.
|
Sell |
$1K – $15K |
Self |
Jan 30, 2026 |
22d late filing ↗ |
|
Arjun Mody
EXEC
|
AMZN
Amazon.com, Inc.
|
Sell |
$1K – $15K |
Self |
Jan 30, 2026 |
22d late filing ↗ |
|
Arjun Mody
EXEC
|
AMZN
Amazon.com, Inc.
|
Sell |
$1K – $15K |
Self |
Jan 30, 2026 |
22d late filing ↗ |
|
Arjun Mody
EXEC
|
AMZN
Amazon.com, Inc.
|
Sell |
$15K – $50K |
Self |
Jan 30, 2026 |
22d late filing ↗ |
|
Arjun Mody
EXEC
|
AME
AMETEK, Inc.
|
Sell |
$1K – $15K |
Self |
Jan 30, 2026 |
22d late filing ↗ |
|
Arjun Mody
EXEC
|
AMD
Advanced Micro Devices, Inc.
|
Sell |
$1K – $15K |
Self |
Jan 30, 2026 |
22d late filing ↗ |
|
Arjun Mody
EXEC
|
AMAT
Applied Materials, Inc.
|
Sell |
$1K – $15K |
Self |
Jan 30, 2026 |
22d late filing ↗ |
|
Arjun Mody
EXEC
|
ALL
Allstate Corp
|
Sell |
$1K – $15K |
Self |
Jan 30, 2026 |
22d late filing ↗ |
|
Arjun Mody
EXEC
|
ALKT
Alkami Technology Inc. Common Stock
|
Sell |
$1K – $15K |
Self |
Jan 30, 2026 |
22d late filing ↗ |
|
Arjun Mody
EXEC
|
AIG
American International Group, Inc.
|
Sell |
$1K – $15K |
Self |
Jan 30, 2026 |
22d late filing ↗ |
|
Arjun Mody
EXEC
|
AEP
American Electric Power Co., Inc.
|
Sell |
$1K – $15K |
Self |
Jan 30, 2026 |
22d late filing ↗ |
|
Arjun Mody
EXEC
|
ADSK
Autodesk, Inc.
|
Sell |
$1K – $15K |
Self |
Jan 30, 2026 |
22d late filing ↗ |
|
Arjun Mody
EXEC
|
ADI
Analog Devices, Inc.
|
Sell |
$1K – $15K |
Self |
Jan 30, 2026 |
22d late filing ↗ |
|
Arjun Mody
EXEC
|
ACN
Accenture Plc
|
Sell |
$1K – $15K |
Self |
Jan 30, 2026 |
22d late filing ↗ |
|
Arjun Mody
EXEC
|
ABT
Abbott Laboratories
|
Sell |
$1K – $15K |
Self |
Jan 30, 2026 |
22d late filing ↗ |
|
Arjun Mody
EXEC
|
ABEV
Ambev SA
|
Sell |
$1K – $15K |
Self |
Jan 30, 2026 |
22d late filing ↗ |
|
Arjun Mody
EXEC
|
ABBV
AbbVie, Inc.
|
Sell |
$1K – $15K |
Self |
Jan 30, 2026 |
22d late filing ↗ |
|
Arjun Mody
EXEC
|
AAPL
Apple, Inc.
|
Sell |
$1K – $15K |
Self |
Jan 30, 2026 |
22d late filing ↗ |
|
Arjun Mody
EXEC
|
AAPL
Apple, Inc.
|
Sell |
$1K – $15K |
Self |
Jan 30, 2026 |
22d late filing ↗ |
|
Arjun Mody
EXEC
|
AAGIY
AIA Group Ltd ADR
|
Sell |
$1K – $15K |
Self |
Jan 30, 2026 |
22d late filing ↗ |
|
Arjun Mody
EXEC
|
A
Agilent Technologies, Inc.
|
Sell |
$1K – $15K |
Self |
Jan 30, 2026 |
22d late filing ↗ |
|
Stephen I Miran
EXEC
|
BBH Wealth Strategies, LLC - CLARKSTON CAPITAL PARTNERS SMALL/MID CAP SERIES
|
Sell |
$100K – $250K |
Self |
Jan 30, 2026 |
36d late filing ↗ |
|
John Phelan
EXEC
|
Cresta Royalty Partners II
|
Buy |
$500K – $1M |
Self |
Jan 30, 2026 |
78d late filing ↗ |
|
April McClain Delaney
D · MD
|
WAB
Westinghouse Air Brake Technologies Corporation Common Stock
|
Sell (partial) |
$1K – $15K |
Child |
Jan 30, 2026 |
filing ↗ |
|
April McClain Delaney
D · MD
|
PTC
PTC Inc. - Common Stock
|
Sell |
$1K – $15K |
Child |
Jan 30, 2026 |
filing ↗ |
|
Gilbert Ray Cisneros, Jr.
D · CA
|
VRT
Vertiv Holdings, LLC Class A Common Stock
|
Buy |
$1K – $15K |
Self |
Jan 30, 2026 |
filing ↗ |
|
Gilbert Ray Cisneros, Jr.
D · CA
|
TDG
Transdigm Group Incorporated Common Stock oversight
|
Buy |
$1K – $15K |
Self |
Jan 30, 2026 |
filing ↗ |
|
Gilbert Ray Cisneros, Jr.
D · CA
|
TSM
Taiwan Semiconductor Manufacturing Company Ltd.
|
Buy |
$1K – $15K |
Self |
Jan 30, 2026 |
filing ↗ |
|
Gilbert Ray Cisneros, Jr.
D · CA
|
San Francisco CA City & County, GO Bonds
|
Sell |
$250K – $500K |
Self |
Jan 30, 2026 |
filing ↗ |
|
Gilbert Ray Cisneros, Jr.
D · CA
|
HOOD
Robinhood Markets, Inc. - Class A Common Stock
|
Buy |
$1K – $15K |
Self |
Jan 30, 2026 |
filing ↗ |
|
Gilbert Ray Cisneros, Jr.
D · CA
|
Redlands, CA, Uni. School District GO Bonds
|
Sell |
$50K – $100K |
Self |
Jan 30, 2026 |
filing ↗ |
|
Gilbert Ray Cisneros, Jr.
D · CA
|
PWR
Quanta Services, Inc. Common Stock
|
Buy |
$1K – $15K |
Self |
Jan 30, 2026 |
filing ↗ |
|
Gilbert Ray Cisneros, Jr.
D · CA
|
PG
Procter & Gamble Company
|
Sell (partial) |
$1K – $15K |
Self |
Jan 30, 2026 |
filing ↗ |
|
Gilbert Ray Cisneros, Jr.
D · CA
|
Perris, CA Union High School District GO Ref. Bonds
|
Sell |
$250K – $500K |
Self |
Jan 30, 2026 |
filing ↗ |
|
Gilbert Ray Cisneros, Jr.
D · CA
|
ORCL
Oracle Corporation Common Stock
|
Buy |
$1K – $15K |
Self |
Jan 30, 2026 |
filing ↗ |
|
Gilbert Ray Cisneros, Jr.
D · CA
|
NVDA
NVIDIA Corporation - Common Stock
|
Buy |
$1K – $15K |
Self |
Jan 30, 2026 |
filing ↗ |
|
Gilbert Ray Cisneros, Jr.
D · CA
|
Milwaukee, Wisconsin GO Promissory Notes Series N2
|
Sell (partial) |
$100K – $250K |
Self |
Jan 30, 2026 |
filing ↗ |
|
Gilbert Ray Cisneros, Jr.
D · CA
|
META
Meta Platforms, Inc. - Class A Common Stock
|
Buy |
$1K – $15K |
Self |
Jan 30, 2026 |
filing ↗ |
|
Gilbert Ray Cisneros, Jr.
D · CA
|
MELI
MercadoLibre, Inc. - Common Stock
|
Buy |
$1K – $15K |
Self |
Jan 30, 2026 |
filing ↗ |
|
Gilbert Ray Cisneros, Jr.
D · CA
|
ISRG
Intuitive Surgical, Inc. - Common Stock
|
Buy |
$1K – $15K |
Self |
Jan 30, 2026 |
filing ↗ |
|
Gilbert Ray Cisneros, Jr.
D · CA
|
HD
Home Depot, Inc.
|
Buy |
$1K – $15K |
Self |
Jan 30, 2026 |
filing ↗ |
|
Gilbert Ray Cisneros, Jr.
D · CA
|
ETN
Eaton Corporation, PLC Ordinary Shares
|
Buy |
$1K – $15K |
Self |
Jan 30, 2026 |
filing ↗ |
|
Gilbert Ray Cisneros, Jr.
D · CA
|
COST
Costco Wholesale Corporation - Common Stock
|
Buy |
$1K – $15K |
Self |
Jan 30, 2026 |
filing ↗ |
|
Gilbert Ray Cisneros, Jr.
D · CA
|
COIN
Coinbase Global, Inc. - Class A Common Stock
|
Buy |
$1K – $15K |
Self |
Jan 30, 2026 |
filing ↗ |
|
Gilbert Ray Cisneros, Jr.
D · CA
|
NET
Cloudflare, Inc. Class A Common Stock
|
Buy |
$1K – $15K |
Self |
Jan 30, 2026 |
filing ↗ |
|
Gilbert Ray Cisneros, Jr.
D · CA
|
California Community Choice Financing Authority Rev Bonds
|
Buy |
$250K – $500K |
Self |
Jan 30, 2026 |
filing ↗ |
|
Gilbert Ray Cisneros, Jr.
D · CA
|
BSX
Boston Scientific Corporation Common Stock
|
Buy |
$1K – $15K |
Self |
Jan 30, 2026 |
filing ↗ |
|
Gilbert Ray Cisneros, Jr.
D · CA
|
BE
Bloom Energy Corporation Class A Common Stock
|
Buy |
$1K – $15K |
Self |
Jan 30, 2026 |
filing ↗ |
|
Gilbert Ray Cisneros, Jr.
D · CA
|
BIIB
Biogen Inc. - Common Stock
|
Buy |
$1K – $15K |
Self |
Jan 30, 2026 |
filing ↗ |
|
Gilbert Ray Cisneros, Jr.
D · CA
|
AZO
AutoZone, Inc. Common Stock
|
Buy |
$1K – $15K |
Self |
Jan 30, 2026 |
filing ↗ |