| Date | Company | Type | Shares | Price | Value | Actions |
|---|---|---|---|---|---|---|
| Feb 23, 2026 | Vertex, Inc. (VERX) | P | 60,000 | $12.18 | $730,794.00 | View Details Filing |
| Dec 31, 2025 | AMERICAN EXPRESS CO (AXP) | A | 106 | $378.66 | $40,000.13 | View Details Filing |
| Dec 31, 2025 | QUALCOMM INC/DE (QCOM) | A | 168 | $0.00 | $0.00 | View Details Filing |