Official filing metadata
- Filer (as printed)
- Hon. Jefferson Shreve
- Office (as printed)
- IN06
- Chamber
- House
- Filing type
- ptr
- Filing date
- Mar 9, 2025
- Filing year
- 2025
- Document format
Processing (ours)
- Status
- Parsed
- Rows parsed
- 66
- Parser version
- house_pdf_v1
- Fetched
- Sep 8, 2026
- Parsed
- Sep 8, 2026
- Internal id
- 831
Reading this page
The left half of each row below is the text exactly as it appears in the official document. The right half is our normalized interpretation: matched ticker, typed transaction, parsed dates and dollar range.
When the two disagree, the official document wins. Rows flagged for review are kept, never discarded, and the raw text is never edited.
Rows · 66
Left: official, as printed · Right: normalized
| Official · as printed in the filing | Normalized · our interpretation | ||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| # | Owner | Asset | Ticker | Type | Tx date | Notified | Amount | Conf. | Ticker | Type | Owner | Tx date | Amount | Class | Flags |
| 1 | — | AbbVie Inc. Common Stock (ABBV) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Portfolio Rebalance | ABBV | P | 02/24/2025 | 03/01/2025 | $50,001 - $100,000 | 1.00 | ABBV0.98 | BuyBuy | Self | Feb 24, 2025 | $50,001 - $100,000mid $75K | Stock | modelled |
| 2 | — | Adobe Inc. - Common Stock (ADBE) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Portfolio Rebalance | ADBE | P | 02/24/2025 | 03/01/2025 | $15,001 - $50,000 | 1.00 | ADBE0.98 | BuyBuy | Self | Feb 24, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 3 | — | Air Products and Chemicals, Inc. Common Stock (APD) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Portfolio Rebalance | APD | P | 02/24/2025 | 03/01/2025 | $15,001 - $50,000 | 1.00 | APD0.98 | BuyBuy | Self | Feb 24, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 4 | — | Akamai Technologies, Inc. - Common Stock (AKAM) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Portfolio Rebalance | AKAM | S | 02/24/2025 | 03/01/2025 | $15,001 - $50,000 | 1.00 | AKAM0.98 | SellSell | Self | Feb 24, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 5 | — | Albemarle Corporation Common Stock (ALB) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Portfolio Rebalance | ALB | S | 02/24/2025 | 03/01/2025 | $15,001 - $50,000 | 1.00 | ALB0.98 | SellSell | Self | Feb 24, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 6 | — | Amgen Inc. - Common Stock (AMGN) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Portfolio Rebalance | AMGN | P | 02/24/2025 | 03/01/2025 | $15,001 - $50,000 | 1.00 | AMGN0.98 | BuyBuy | Self | Feb 24, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 7 | — | Applovin Corporation - Class A Common Stock (APP) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Portfolio Rebalance | APP | P | 02/24/2025 | 03/01/2025 | $15,001 - $50,000 | 1.00 | APP0.98 | BuyBuy | Self | Feb 24, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 8 | — | Arch Capital Group Ltd. - Common Stock (ACGL) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Portfolio Rebalance | ACGL | P | 02/24/2025 | 03/01/2025 | $15,001 - $50,000 | 1.00 | ACGL0.98 | BuyBuy | Self | Feb 24, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 9 | — | AvalonBay Communities, Inc. Common Stock (AVB) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Portfolio Rebalance | AVB | S (partial) | 02/24/2025 | 03/01/2025 | $15,001 - $50,000 | 1.00 | AVB0.98 | PartialPartial sale | Self | Feb 24, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 10 | — | BlackRock, Inc. Common Stock (BLK) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Portfolio Rebalance | BLK | S | 02/24/2025 | 03/01/2025 | $50,001 - $100,000 | 1.00 | BLK0.98 | SellSell | Self | Feb 24, 2025 | $50,001 - $100,000mid $75K | Stock | modelled |
| 11 | — | Block, Inc. Class A Common Stock, (XYZ) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Portfolio Rebalance | XYZ | S | 02/24/2025 | 03/01/2025 | $15,001 - $50,000 | 1.00 | XYZ0.98 | SellSell | Self | Feb 24, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 12 | — | Boeing Company (BA) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Portfolio Rebalance | BA | S (partial) | 02/24/2025 | 03/01/2025 | $15,001 - $50,000 | 1.00 | BA0.98 | PartialPartial sale | Self | Feb 24, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 13 | — | Broadcom Inc. - Common Stock (AVGO) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Portfolio Rebalance | AVGO | P | 02/24/2025 | 03/01/2025 | $100,001 - $250,000 | 1.00 | AVGO0.98 | BuyBuy | Self | Feb 24, 2025 | $100,001 - $250,000mid $175K | Stock | modelled |
| 14 | — | Brunswick Corporation Common Stock (BC) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Portfolio Rebalance | BC | P | 02/24/2025 | 03/01/2025 | $15,001 - $50,000 | 1.00 | BC0.98 | BuyBuy | Self | Feb 24, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 15 | — | Caterpillar, Inc. Common Stock (CAT) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Portfolio Rebalance | CAT | S (partial) | 02/24/2025 | 03/01/2025 | $50,001 - $100,000 | 1.00 | CAT0.98 | PartialPartial sale | Self | Feb 24, 2025 | $50,001 - $100,000mid $75K | Stock | modelled |
| 16 | — | Comcast Corporation - Class A Common Stock (CMCSA) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Portfolio Rebalance | CMCSA | S | 02/24/2025 | 03/01/2025 | $15,001 - $50,000 | 1.00 | CMCSA0.98 | SellSell | Self | Feb 24, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 17 | — | CoStar Group, Inc. - Common Stock (CSGP) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Portfolio Rebalance | CSGP | P | 02/24/2025 | 03/01/2025 | $15,001 - $50,000 | 1.00 | CSGP0.98 | BuyBuy | Self | Feb 24, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 18 | — | Devon Energy Corporation Common Stock (DVN) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Portfolio Rebalance | DVN | P | 02/24/2025 | 03/01/2025 | $15,001 - $50,000 | 1.00 | DVN0.98 | BuyBuy | Self | Feb 24, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 19 | — | Elevance Health, Inc. Common Stock (ELV) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Portfolio Rebalance | ELV | P | 02/24/2025 | 03/01/2025 | $15,001 - $50,000 | 1.00 | ELV0.98 | BuyBuy | Self | Feb 24, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 20 | — | EPAM Systems, Inc. Common Stock (EPAM) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Portfolio Rebalance | EPAM | S | 02/24/2025 | 03/01/2025 | $15,001 - $50,000 | 1.00 | EPAM0.98 | SellSell | Self | Feb 24, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 21 | — | Exponent, Inc. - Common Stock (EXPO) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Portfolio Rebalance | EXPO | P | 02/24/2025 | 03/01/2025 | $15,001 - $50,000 | 1.00 | EXPO0.98 | BuyBuy | Self | Feb 24, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 22 | — | Exxon Mobil Corporation Common Stock (XOM) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Portfolio Rebalance | XOM | P | 02/24/2025 | 03/01/2025 | $50,001 - $100,000 | 1.00 | XOM0.98 | BuyBuy | Self | Feb 24, 2025 | $50,001 - $100,000mid $75K | Stock | modelled |
| 23 | — | Fidelity National Information Services, Inc. Common Stock (FIS) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Portfolio Rebalance | FIS | P | 02/24/2025 | 03/01/2025 | $15,001 - $50,000 | 1.00 | FIS0.98 | BuyBuy | Self | Feb 24, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 24 | — | First Busey Corporation - Common Stock (BUSE) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Portfolio Rebalance | BUSE | P | 02/24/2025 | 03/01/2025 | $15,001 - $50,000 | 1.00 | BUSE0.98 | BuyBuy | Self | Feb 24, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 25 | — | GE Aerospace Common Stock (GE) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Portfolio Rebalance | GE | P | 02/24/2025 | 03/01/2025 | $50,001 - $100,000 | 1.00 | GE0.95 | BuyBuy | Self | Feb 24, 2025 | $50,001 - $100,000mid $75K | Stock | Reviewmodelled |
| 26 | — | Halliburton Company Common Stock (HAL) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Portfolio Rebalance | HAL | S (partial) | 02/24/2025 | 03/01/2025 | $15,001 - $50,000 | 1.00 | HAL0.98 | PartialPartial sale | Self | Feb 24, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 27 | — | Harley-Davidson, Inc. Common Stock (HOG) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Portfolio Rebalance | HOG | S | 02/24/2025 | 03/01/2025 | $15,001 - $50,000 | 1.00 | HOG0.98 | SellSell | Self | Feb 24, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 28 | — | Home Depot, Inc. (HD) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Portfolio Rebalance | HD | P | 02/24/2025 | 03/01/2025 | $15,001 - $50,000 | 1.00 | HD0.98 | BuyBuy | Self | Feb 24, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 29 | — | Hope Bancorp, Inc. - Common Stock (HOPE) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Portfolio Rebalance | HOPE | S | 02/24/2025 | 03/01/2025 | $15,001 - $50,000 | 1.00 | HOPE0.98 | SellSell | Self | Feb 24, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 30 | — | Hubbell Inc Common Stock (HUBB) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Portfolio Rebalance | HUBB | S | 02/24/2025 | 03/01/2025 | $15,001 - $50,000 | 1.00 | HUBB0.98 | SellSell | Self | Feb 24, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 31 | — | IDEX Corporation Common Stock (IEX) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Portfolio Rebalance | IEX | S (partial) | 02/24/2025 | 03/01/2025 | $15,001 - $50,000 | 1.00 | IEX0.98 | PartialPartial sale | Self | Feb 24, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 32 | — | Intuit Inc. - Common Stock (INTU) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Portfolio Rebalance | INTU | S (partial) | 02/24/2025 | 03/01/2025 | $15,001 - $50,000 | 1.00 | INTU0.98 | PartialPartial sale | Self | Feb 24, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 33 | — | ITT Inc. Common Stock (ITT) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Portfolio Rebalance | ITT | S (partial) | 02/24/2025 | 03/01/2025 | $50,001 - $100,000 | 1.00 | ITT0.98 | PartialPartial sale | Self | Feb 24, 2025 | $50,001 - $100,000mid $75K | Stock | modelled |
| 34 | — | Johnson & Johnson Common Stock (JNJ) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Portfolio Rebalance | JNJ | P | 02/24/2025 | 03/01/2025 | $15,001 - $50,000 | 1.00 | JNJ0.98 | BuyBuy | Self | Feb 24, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 35 | — | Lennar Corporation Class A Common Stock (LEN) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Portfolio Rebalance | LEN | S (partial) | 02/24/2025 | 03/01/2025 | $15,001 - $50,000 | 1.00 | LEN0.98 | PartialPartial sale | Self | Feb 24, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 36 | — | Linde plc - Ordinary Shares (LIN) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Portfolio Rebalance | LIN | S | 02/24/2025 | 03/01/2025 | $15,001 - $50,000 | 1.00 | LIN0.98 | SellSell | Self | Feb 24, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 37 | — | Lowe's Companies, Inc. Common Stock (LOW) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Portfolio Rebalance | LOW | P | 02/24/2025 | 03/01/2025 | $15,001 - $50,000 | 1.00 | LOW0.98 | BuyBuy | Self | Feb 24, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 38 | — | Merck & Company, Inc. Common Stock (MRK) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Portfolio Rebalance | MRK | P | 02/24/2025 | 03/01/2025 | $15,001 - $50,000 | 1.00 | MRK0.98 | BuyBuy | Self | Feb 24, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 39 | — | Microsoft Corporation - Common Stock (MSFT) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Portfolio Rebalance | MSFT | S (partial) | 02/24/2025 | 03/01/2025 | $50,001 - $100,000 | 1.00 | MSFT0.98 | PartialPartial sale | Self | Feb 24, 2025 | $50,001 - $100,000mid $75K | Stock | modelled |
| 40 | — | MicroStrategy Incorporated - Class A Common Stock (MSTR) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Portfolio Rebalance | MSTR | P | 02/24/2025 | 03/01/2025 | $15,001 - $50,000 | 1.00 | MSTR0.98 | BuyBuy | Self | Feb 24, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 41 | — | Millrose Properties, Inc. Class A Common Stock (MRP) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Portfolio Rebalance | MRP | E | 02/24/2025 | 03/01/2025 | $1,001 - $15,000 | 1.00 | MRP0.98 | ExchangeExchange | Self | Feb 24, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 42 | — | Millrose Properties, Inc. Class A Common Stock (MRP) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Portfolio Rebalance | MRP | S | 02/24/2025 | 03/01/2025 | $1,001 - $15,000 | 1.00 | MRP0.98 | SellSell | Self | Feb 24, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 43 | — | Norfolk Southern Corporation Common Stock (NSC) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Portfolio Rebalance | NSC | S | 02/24/2025 | 03/01/2025 | $15,001 - $50,000 | 1.00 | NSC0.98 | SellSell | Self | Feb 24, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 44 | — | nVent Electric plc Ordinary Shares (NVT) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Portfolio Rebalance | NVT | P | 02/24/2025 | 03/01/2025 | $15,001 - $50,000 | 1.00 | NVT0.98 | BuyBuy | Self | Feb 24, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 45 | — | NVIDIA Corporation - Common Stock (NVDA) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Portfolio Rebalance | NVDA | P | 02/24/2025 | 03/01/2025 | $15,001 - $50,000 | 1.00 | NVDA0.98 | BuyBuy | Self | Feb 24, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 46 | — | Occidental Petroleum Corporation Common Stock (OXY) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Portfolio Rebalance | OXY | P | 02/24/2025 | 03/01/2025 | $15,001 - $50,000 | 1.00 | OXY0.98 | BuyBuy | Self | Feb 24, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 47 | — | Oracle Corporation Common Stock (ORCL) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Portfolio Rebalance | ORCL | P | 02/24/2025 | 03/01/2025 | $15,001 - $50,000 | 1.00 | ORCL0.98 | BuyBuy | Self | Feb 24, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 48 | — | Pfizer, Inc. Common Stock (PFE) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Portfolio Rebalance | PFE | P | 02/24/2025 | 03/01/2025 | $15,001 - $50,000 | 1.00 | PFE0.98 | BuyBuy | Self | Feb 24, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 49 | — | Primerica, Inc. Common Stock (PRI) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Portfolio Rebalance | PRI | S (partial) | 02/24/2025 | 03/01/2025 | $15,001 - $50,000 | 1.00 | PRI0.98 | PartialPartial sale | Self | Feb 24, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 50 | — | Procter & Gamble Company (PG) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Portfolio Rebalance | PG | S (partial) | 02/24/2025 | 03/01/2025 | $50,001 - $100,000 | 1.00 | PG0.98 | PartialPartial sale | Self | Feb 24, 2025 | $50,001 - $100,000mid $75K | Stock | modelled |
| 51 | — | Prologis, Inc. Common Stock (PLD) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Portfolio Rebalance | PLD | P | 02/24/2025 | 03/01/2025 | $15,001 - $50,000 | 1.00 | PLD0.98 | BuyBuy | Self | Feb 24, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 52 | — | PulteGroup, Inc. Common Stock (PHM) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Portfolio Rebalance | PHM | P | 02/24/2025 | 03/01/2025 | $15,001 - $50,000 | 1.00 | PHM0.98 | BuyBuy | Self | Feb 24, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 53 | — | QUALCOMM Incorporated - Common Stock (QCOM) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Portfolio Rebalance | QCOM | P | 02/24/2025 | 03/01/2025 | $15,001 - $50,000 | 1.00 | QCOM0.98 | BuyBuy | Self | Feb 24, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 54 | — | Quanta Services, Inc. Common Stock (PWR) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Portfolio Rebalance | PWR | S | 02/24/2025 | 03/01/2025 | $50,001 - $100,000 | 1.00 | PWR0.98 | SellSell | Self | Feb 24, 2025 | $50,001 - $100,000mid $75K | Stock | modelled |
| 55 | — | Rapid7, Inc. - Common Stock (RPD) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Portfolio Rebalance | RPD | S | 02/24/2025 | 03/01/2025 | $15,001 - $50,000 | 1.00 | RPD0.98 | SellSell | Self | Feb 24, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 56 | — | Royal Gold, Inc. - Common Stock (RGLD) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Portfolio Rebalance | RGLD | P | 02/24/2025 | 03/01/2025 | $15,001 - $50,000 | 1.00 | RGLD0.98 | BuyBuy | Self | Feb 24, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 57 | — | RTX Corporation Common Stock (RTX) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Portfolio Rebalance | RTX | P | 02/24/2025 | 03/01/2025 | $15,001 - $50,000 | 1.00 | RTX0.98 | BuyBuy | Self | Feb 24, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 58 | — | Sandisk Corporation - Common Stock (SNDK) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Portfolio Rebalance | SNDK | E | 02/24/2025 | 03/01/2025 | $1,001 - $15,000 | 1.00 | SNDK0.98 | ExchangeExchange | Self | Feb 24, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 59 | — | Sherwin-Williams Company (SHW) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Portfolio Rebalance | SHW | P | 02/24/2025 | 01/31/2025 | $15,001 - $50,000 | 1.00 | SHW0.98 | BuyBuy | Self | Feb 24, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 60 | — | The Cigna Group Common Stock (CI) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Portfolio Rebalance | CI | P | 02/24/2025 | 03/01/2025 | $15,001 - $50,000 | 1.00 | CI0.98 | BuyBuy | Self | Feb 24, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 61 | — | The Trade Desk, Inc. - Class A Common Stock (TTD) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Portfolio Rebalance | TTD | S | 02/24/2025 | 03/01/2025 | $1,001 - $15,000 | 1.00 | TTD0.98 | SellSell | Self | Feb 24, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 62 | — | TJX Companies, Inc. (TJX) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Portfolio Rebalance | TJX | S (partial) | 02/24/2025 | 03/01/2025 | $15,001 - $50,000 | 1.00 | TJX0.98 | PartialPartial sale | Self | Feb 24, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 63 | — | Union Pacific Corporation Common Stock (UNP) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Portfolio Rebalance | UNP | P | 02/24/2025 | 03/01/2025 | $15,001 - $50,000 | 1.00 | UNP0.98 | BuyBuy | Self | Feb 24, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 64 | — | United Parcel Service, Inc. Common Stock (UPS) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Portfolio Rebalance | UPS | S | 02/24/2025 | 03/01/2025 | $15,001 - $50,000 | 1.00 | UPS0.98 | SellSell | Self | Feb 24, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 65 | — | UnitedHealth Group Incorporated Common Stock (UNH) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Portfolio Rebalance | UNH | S | 02/24/2025 | 03/01/2025 | $15,001 - $50,000 | 1.00 | UNH0.98 | SellSell | Self | Feb 24, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 66 | — | Vertex Pharmaceuticals Incorporated - Common Stock (VRTX) [ST] filing_status: New | subholding_of: CRT - Standard Unit Trust | description: Portfolio Rebalance | VRTX | P | 02/24/2025 | 03/01/2025 | $15,001 - $50,000 | 1.00 | VRTX0.98 | BuyBuy | Self | Feb 24, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |