Filing audit view

20029038Parsed

RJefferson Shreve · House · ptr · filed Apr 11, 2025

Official filing metadata

Filer (as printed): Hon. Jefferson Shreve
Office (as printed): IN06
Chamber: House
Filing type: ptr
Filing date: Apr 11, 2025
Filing year: 2025
Document format: pdf

Processing (ours)

Status: Parsed
Rows parsed: 114
Parser version: house_pdf_v1
Fetched: Sep 8, 2026
Parsed: Sep 8, 2026
Internal id: 832

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 · 114

Left: official, as printed · Right: normalized

Raw filing rows beside their normalized interpretation
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	—	Accenture plc Class A Ordinary Shares (ACN) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	ACN	S	03/31/2025	04/03/2025	$15,001 - $50,000	1.00	ACN0.98	SellSell	Self	Mar 31, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
2	—	Advanced Micro Devices, Inc. (AMD) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	AMD	P	03/31/2025	04/03/2025	$50,001 - $100,000	1.00	AMD0.98	BuyBuy	Self	Mar 31, 2025	$50,001 - $100,000mid $75K	Stock	modelled
3	—	Advanced Micro Devices, Inc. (AMD) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	AMD	P	03/05/2025	03/28/2025	$15,001 - $50,000	1.00	AMD0.98	BuyBuy	Self	Mar 5, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
4	—	Agilent Technologies, Inc. Common Stock (A) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	A	S	03/13/2025	03/28/2025	$15,001 - $50,000	1.00	A0.98	SellSell	Self	Mar 13, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
5	—	Air Products and Chemicals, Inc. Common Stock (APD) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	APD	S	03/31/2025	04/03/2025	$15,001 - $50,000	1.00	APD0.98	SellSell	Self	Mar 31, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
6	—	Akamai Technologies, Inc. - Common Stock (AKAM) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	AKAM	P	03/31/2025	04/03/2025	$15,001 - $50,000	1.00	AKAM0.98	BuyBuy	Self	Mar 31, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
7	—	American Express Company Common Stock (AXP) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	AXP	S (partial)	03/05/2025	03/28/2025	$15,001 - $50,000	1.00	AXP0.98	PartialPartial sale	Self	Mar 5, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
8	—	American International Group, Inc. New Common Stock (AIG) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	AIG	P	03/13/2025	03/28/1935	$15,001 - $50,000	1.00	AIG0.98	BuyBuy	Self	Mar 13, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
9	—	Analog Devices, Inc. - Common Stock (ADI) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	ADI	S (partial)	03/05/2025	03/28/2025	$50,001 - $100,000	1.00	ADI0.98	PartialPartial sale	Self	Mar 5, 2025	$50,001 - $100,000mid $75K	Stock	modelled
10	—	Analog Devices, Inc. - Common Stock (ADI) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	ADI	P	03/31/2025	04/03/2025	$15,001 - $50,000	1.00	ADI0.98	BuyBuy	Self	Mar 31, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
11	—	Aon plc Class A Ordinary Shares (AON) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	AON	P	03/13/2025	03/28/1935	$15,001 - $50,000	1.00	AON0.98	BuyBuy	Self	Mar 13, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
12	—	Apple Inc. - Common Stock (AAPL) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	AAPL	P	03/31/2025	04/03/2025	$15,001 - $50,000	1.00	AAPL0.98	BuyBuy	Self	Mar 31, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
13	—	Applied Materials, Inc. - Common Stock (AMAT) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	AMAT	P	03/13/2025	03/28/2025	$15,001 - $50,000	1.00	AMAT0.98	BuyBuy	Self	Mar 13, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
14	—	Applovin Corporation - Class A Common Stock (APP) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	APP	S	03/05/2025	03/28/2025	$15,001 - $50,000	1.00	APP0.98	SellSell	Self	Mar 5, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
15	—	Ares Management Corporation Class A Common Stock (ARES) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	ARES	S	03/13/2025	03/28/2025	$15,001 - $50,000	1.00	ARES0.98	SellSell	Self	Mar 13, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
16	—	Arista Networks, Inc. Common Stock (ANET) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	ANET	S	03/05/2025	03/28/2025	$15,001 - $50,000	1.00	ANET0.98	SellSell	Self	Mar 5, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
17	—	Autodesk, Inc. - Common Stock (ADSK) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	ADSK	S	03/13/2025	03/28/2025	$15,001 - $50,000	1.00	ADSK0.98	SellSell	Self	Mar 13, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
18	—	Axon Enterprise, Inc. - Common Stock (AXON) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	AXON	P	03/05/2025	03/28/2025	$15,001 - $50,000	1.00	AXON0.98	BuyBuy	Self	Mar 5, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
19	—	Ball Corporation Common Stock (BALL) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	BALL	P	03/05/2025	03/28/2025	$15,001 - $50,000	1.00	BALL0.98	BuyBuy	Self	Mar 5, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
20	—	Becton, Dickinson and Company Common Stock (BDX) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	BDX	S	03/05/2025	03/28/2025	$15,001 - $50,000	1.00	BDX0.98	SellSell	Self	Mar 5, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
21	—	BlackRock, Inc. Common Stock (BLK) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	BLK	P	03/31/2025	04/03/2025	$50,001 - $100,000	1.00	BLK0.98	BuyBuy	Self	Mar 31, 2025	$50,001 - $100,000mid $75K	Stock	modelled
22	—	Block, Inc. Class A Common Stock, (XYZ) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	XYZ	P	03/31/2025	04/03/2025	$50,001 - $100,000	1.00	XYZ0.98	BuyBuy	Self	Mar 31, 2025	$50,001 - $100,000mid $75K	Stock	modelled
23	—	Broadcom Inc. - Common Stock (AVGO) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	AVGO	P	03/13/2025	03/28/1935	$15,001 - $50,000	1.00	AVGO0.98	BuyBuy	Self	Mar 13, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
24	—	Buckle, Inc. (BKE) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	BKE	S	03/05/2025	03/28/2025	$15,001 - $50,000	1.00	BKE0.98	SellSell	Self	Mar 5, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
25	—	Caesars Entertainment, Inc. - Common Stock (CZR) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	CZR	P	03/13/2025	03/28/2025	$15,001 - $50,000	1.00	CZR0.98	BuyBuy	Self	Mar 13, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
26	—	Caesars Entertainment, Inc. - Common Stock (CZR) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	CZR	S	03/31/2025	04/03/2025	$15,001 - $50,000	1.00	CZR0.98	SellSell	Self	Mar 31, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
27	—	Caterpillar, Inc. Common Stock (CAT) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	CAT	S	03/13/2025	03/28/2025	$15,001 - $50,000	1.00	CAT0.98	SellSell	Self	Mar 13, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
28	—	Cboe Global Markets, Inc. (CBOE) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	CBOE	P	03/13/2025	03/28/1935	$15,001 - $50,000	1.00	CBOE0.98	BuyBuy	Self	Mar 13, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
29	—	Cboe Global Markets, Inc. (CBOE) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	CBOE	P	03/05/2025	03/28/2025	$15,001 - $50,000	1.00	CBOE0.98	BuyBuy	Self	Mar 5, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
30	—	Centene Corporation Common Stock (CNC) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	CNC	P	03/05/2025	03/28/2025	$15,001 - $50,000	1.00	CNC0.98	BuyBuy	Self	Mar 5, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
31	—	Chipotle Mexican Grill, Inc. Common Stock (CMG) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	CMG	S	03/13/2025	03/28/2025	$15,001 - $50,000	1.00	CMG0.98	SellSell	Self	Mar 13, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
32	—	Coinbase Global, Inc. - Class A Common Stock (COIN) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	COIN	S	03/31/2025	04/03/2025	$15,001 - $50,000	1.00	COIN0.98	SellSell	Self	Mar 31, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
33	—	Comcast Corporation - Class A Common Stock (CMCSA) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	CMCSA	P	03/31/2025	04/03/2025	$15,001 - $50,000	1.00	CMCSA0.98	BuyBuy	Self	Mar 31, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
34	—	ConocoPhillips Common Stock (COP) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	COP	S	03/05/2025	03/28/2025	$15,001 - $50,000	1.00	COP0.98	SellSell	Self	Mar 5, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
35	—	Constellation Energy Corporation - Common Stock (CEG) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	CEG	S	03/31/2025	04/03/2025	$15,001 - $50,000	1.00	CEG0.98	SellSell	Self	Mar 31, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
36	—	Costco Wholesale Corporation - Common Stock (COST) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	COST	S (partial)	03/31/2025	04/03/2025	$15,001 - $50,000	1.00	COST0.98	PartialPartial sale	Self	Mar 31, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
37	—	CSX Corporation (CSX) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	CSX	S	03/13/2025	03/28/2025	$15,001 - $50,000	1.00	CSX0.98	SellSell	Self	Mar 13, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
38	—	Delta Air Lines, Inc. Common Stock (DAL) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	DAL	S	03/13/2025	03/28/2025	$15,001 - $50,000	1.00	DAL0.98	SellSell	Self	Mar 13, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
39	—	Dollar General Corporation Common Stock (DG) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	DG	P	03/05/2025	03/28/2025	$15,001 - $50,000	1.00	DG0.98	BuyBuy	Self	Mar 5, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
40	—	DuPont de Nemours, Inc. Common Stock (DD) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	DD	S	03/31/2025	04/03/2025	$15,001 - $50,000	1.00	DD0.98	SellSell	Self	Mar 31, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
41	—	EPAM Systems, Inc. Common Stock (EPAM) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	EPAM	P	03/31/2025	04/03/2025	$15,001 - $50,000	1.00	EPAM0.98	BuyBuy	Self	Mar 31, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
42	—	Exponent, Inc. - Common Stock (EXPO) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	EXPO	P	03/13/2025	03/28/1935	$15,001 - $50,000	1.00	EXPO0.98	BuyBuy	Self	Mar 13, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
43	—	First Busey Corporation - Common Stock (BUSE) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	BUSE	P	03/13/2025	03/28/1935	$15,001 - $50,000	1.00	BUSE0.98	BuyBuy	Self	Mar 13, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
44	—	Fortune Brands Innovations, Inc. Common Stock (FBIN) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	FBIN	P	03/13/2025	03/28/1935	$15,001 - $50,000	1.00	FBIN0.98	BuyBuy	Self	Mar 13, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
45	—	Gilead Sciences, Inc. - Common Stock (GILD) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	GILD	P	03/31/2025	04/03/2025	$15,001 - $50,000	1.00	GILD0.98	BuyBuy	Self	Mar 31, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
46	—	Goldman Sachs Group, Inc. (GS) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	—	P	03/05/2025	03/28/2025	$15,001 - $50,000	1.00	GS0.95	BuyBuy	Self	Mar 5, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
47	—	Halliburton Company Common Stock (HAL) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	HAL	S (partial)	03/13/2025	03/28/2025	$15,001 - $50,000	1.00	HAL0.98	PartialPartial sale	Self	Mar 13, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
48	—	Harley-Davidson, Inc. Common Stock (HOG) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	HOG	P	03/31/2025	04/03/2025	$15,001 - $50,000	1.00	HOG0.98	BuyBuy	Self	Mar 31, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
49	—	Heico Corporation Common Stock (HEI.A) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	HEI.A	P	03/13/2025	03/28/1935	$15,001 - $50,000	1.00	HEI-A0.98	BuyBuy	Self	Mar 13, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
50	—	Herc Holdings Inc. Common Stock (HRI) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	HRI	S	03/05/2025	03/28/2025	$15,001 - $50,000	1.00	HRI0.98	SellSell	Self	Mar 5, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
51	—	Highwoods Properties, Inc. Common Stock (HIW) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	HIW	P	03/13/2025	03/28/1935	$15,001 - $50,000	1.00	HIW0.98	BuyBuy	Self	Mar 13, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
52	—	Highwoods Properties, Inc. Common Stock (HIW) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	HIW	P	03/05/2025	03/28/2025	$15,001 - $50,000	1.00	HIW0.98	BuyBuy	Self	Mar 5, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
53	—	HNI Corporation Common Stock (HNI) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	HNI	P	03/31/2025	04/03/2025	$15,001 - $50,000	1.00	HNI0.98	BuyBuy	Self	Mar 31, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
54	—	Home BancShares, Inc. Common Stock (HOMB) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	HOMB	S (partial)	03/05/2025	03/28/2025	$15,001 - $50,000	1.00	HOMB0.98	PartialPartial sale	Self	Mar 5, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
55	—	Home Depot, Inc. (HD) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	HD	P	03/31/2025	04/03/2025	$15,001 - $50,000	1.00	HD0.98	BuyBuy	Self	Mar 31, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
56	—	Hubbell Inc Common Stock (HUBB) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	HUBB	P	03/31/2025	04/03/2025	$15,001 - $50,000	1.00	HUBB0.98	BuyBuy	Self	Mar 31, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
57	—	IDACORP, Inc. Common Stock (IDA) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	IDA	S (partial)	03/05/2025	03/28/2025	$15,001 - $50,000	1.00	IDA0.98	PartialPartial sale	Self	Mar 5, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
58	—	IDEX Corporation Common Stock (IEX) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	IEX	S	03/31/2025	04/03/2025	$15,001 - $50,000	1.00	IEX0.98	SellSell	Self	Mar 31, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
59	—	IDEXX Laboratories, Inc. - Common Stock (IDXX) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	IDXX	P	03/13/2025	03/28/1935	$15,001 - $50,000	1.00	IDXX0.98	BuyBuy	Self	Mar 13, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
60	—	Intel Corporation - Common Stock (INTC) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	INTC	P	03/13/2025	03/28/2025	$15,001 - $50,000	1.00	INTC0.98	BuyBuy	Self	Mar 13, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
61	—	ITT Inc. Common Stock (ITT) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	ITT	S	03/31/2025	04/03/2025	$15,001 - $50,000	1.00	ITT0.98	SellSell	Self	Mar 31, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
62	—	Johnson & Johnson Common Stock (JNJ) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	JNJ	P	03/05/2025	03/28/2025	$15,001 - $50,000	1.00	JNJ0.98	BuyBuy	Self	Mar 5, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
63	—	JP Morgan Chase & Co. Common Stock (JPM) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	JPM	S (partial)	03/13/2025	03/28/2025	$15,001 - $50,000	1.00	JPM0.98	PartialPartial sale	Self	Mar 13, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
64	—	Lam Research Corporation - Common Stock (LRCX) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	LRCX	P	03/31/2025	04/03/2025	$50,001 - $100,000	1.00	LRCX0.98	BuyBuy	Self	Mar 31, 2025	$50,001 - $100,000mid $75K	Stock	modelled
65	—	Lam Research Corporation - Common Stock (LRCX) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	LRCX	S (partial)	03/05/2025	03/28/2025	$50,001 - $100,000	1.00	LRCX0.98	PartialPartial sale	Self	Mar 5, 2025	$50,001 - $100,000mid $75K	Stock	modelled
66	—	Lazard, Inc. Common Stock (LAZ) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	LAZ	S	03/31/2025	04/03/2025	$15,001 - $50,000	1.00	LAZ0.98	SellSell	Self	Mar 31, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
67	—	Lennar Corporation Class A Common Stock (LEN) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	LEN	S	03/31/2025	04/03/2025	$15,001 - $50,000	1.00	LEN0.98	SellSell	Self	Mar 31, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
68	—	LGI Homes, Inc. - Common Stock (LGIH) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	LGIH	P	03/05/2025	03/27/2025	$15,001 - $50,000	1.00	LGIH0.98	BuyBuy	Self	Mar 5, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
69	—	Littelfuse, Inc. - Common Stock (LFUS) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	LFUS	S	03/13/2025	03/28/2025	$15,001 - $50,000	1.00	LFUS0.98	SellSell	Self	Mar 13, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
70	—	Marathon Petroleum Corporation Common Stock (MPC) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	MPC	P	03/05/2025	03/28/2025	$15,001 - $50,000	1.00	MPC0.98	BuyBuy	Self	Mar 5, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
71	—	Marvell Technology, Inc. - Common Stock (MRVL) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	MRVL	S	03/05/2025	03/28/2025	$15,001 - $50,000	1.00	MRVL0.98	SellSell	Self	Mar 5, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
72	—	McDonald's Corporation Common Stock (MCD) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	MCD	P	03/05/2025	03/28/2025	$15,001 - $50,000	1.00	MCD0.98	BuyBuy	Self	Mar 5, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
73	—	Newmont Corporation (NEM) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	NEM	P	03/13/2025	03/28/1935	$15,001 - $50,000	1.00	NEM0.98	BuyBuy	Self	Mar 13, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
74	—	Nike, Inc. Common Stock (NKE) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	NKE	S	03/31/2025	04/03/2025	$15,001 - $50,000	1.00	NKE0.98	SellSell	Self	Mar 31, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
75	—	Norfolk Southern Corporation Common Stock (NSC) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	NSC	P	03/31/2025	04/03/2025	$15,001 - $50,000	1.00	NSC0.98	BuyBuy	Self	Mar 31, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
76	—	Nucor Corporation Common Stock (NUE) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	NUE	S	03/31/2025	04/03/2025	$15,001 - $50,000	1.00	NUE0.98	SellSell	Self	Mar 31, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
77	—	Nucor Corporation Common Stock (NUE) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	NUE	P	03/05/2025	03/28/2025	$15,001 - $50,000	1.00	NUE0.98	BuyBuy	Self	Mar 5, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
78	—	nVent Electric plc Ordinary Shares (NVT) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	NVT	S	03/05/2025	03/28/2025	$15,001 - $50,000	1.00	NVT0.98	SellSell	Self	Mar 5, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
79	—	NVIDIA Corporation - Common Stock (NVDA) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	NVDA	S (partial)	03/31/2025	04/03/2025	$100,001 - $250,000	1.00	NVDA0.98	PartialPartial sale	Self	Mar 31, 2025	$100,001 - $250,000mid $175K	Stock	modelled
80	—	Oracle Corporation Common Stock (ORCL) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	ORCL	P	03/05/2025	03/28/2025	$15,001 - $50,000	1.00	ORCL0.98	BuyBuy	Self	Mar 5, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
81	—	PayPal Holdings, Inc. - Common Stock (PYPL) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	PYPL	S	03/05/2025	03/28/2025	$15,001 - $50,000	1.00	PYPL0.98	SellSell	Self	Mar 5, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
82	—	Prudential Financial, Inc. Common Stock (PRU) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	PRU	P	03/13/2025	03/28/1935	$15,001 - $50,000	1.00	PRU0.98	BuyBuy	Self	Mar 13, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
83	—	Quanta Services, Inc. Common Stock (PWR) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	PWR	P	03/31/2025	04/03/2025	$15,001 - $50,000	1.00	PWR0.98	BuyBuy	Self	Mar 31, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
84	—	Rapid7, Inc. - Common Stock (RPD) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	RPD	P	03/31/2025	04/03/2025	$15,001 - $50,000	1.00	RPD0.98	BuyBuy	Self	Mar 31, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
85	—	RLI Corp. Common Stock (RLI) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	RLI	S (partial)	03/13/2025	03/28/2025	$15,001 - $50,000	1.00	RLI0.98	PartialPartial sale	Self	Mar 13, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
86	—	Ross Stores, Inc. - Common Stock (ROST) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	ROST	S	03/13/2025	03/28/2025	$15,001 - $50,000	1.00	ROST0.98	SellSell	Self	Mar 13, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
87	—	Schlumberger N.V. Common Stock (SLB) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	SLB	P	03/13/2025	03/28/1935	$15,001 - $50,000	1.00	SLB0.98	BuyBuy	Self	Mar 13, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
88	—	Schneider National, Inc. Common Stock (SNDR) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	SNDR	S	03/05/2025	03/28/2025	$15,001 - $50,000	1.00	SNDR0.98	SellSell	Self	Mar 5, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
89	—	ServiceNow, Inc. Common Stock (NOW) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	NOW	S	03/31/2025	04/03/2025	$50,001 - $100,000	1.00	NOW0.98	SellSell	Self	Mar 31, 2025	$50,001 - $100,000mid $75K	Stock	modelled
90	—	Simon Property Group, Inc. Common Stock (SPG) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	SPG	S	03/31/2025	04/03/2025	$50,001 - $100,000	1.00	SPG0.98	SellSell	Self	Mar 31, 2025	$50,001 - $100,000mid $75K	Stock	modelled
91	—	Stryker Corporation Common Stock (SYK) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	SYK	S (partial)	03/13/2025	03/28/2025	$50,001 - $100,000	1.00	SYK0.98	PartialPartial sale	Self	Mar 13, 2025	$50,001 - $100,000mid $75K	Stock	modelled
92	—	Synopsys, Inc. - Common Stock (SNPS) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	SNPS	S	03/13/2025	03/28/2025	$15,001 - $50,000	1.00	SNPS0.98	SellSell	Self	Mar 13, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
93	—	Sysco Corporation Common Stock (SYY) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	SYY	S (partial)	03/05/2025	03/28/2025	$15,001 - $50,000	1.00	SYY0.98	PartialPartial sale	Self	Mar 5, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
94	—	Target Corporation Common Stock (TGT) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	TGT	P	03/05/2025	03/28/2025	$15,001 - $50,000	1.00	TGT0.98	BuyBuy	Self	Mar 5, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
95	—	Texas Instruments Incorporated - Common Stock (TXN) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	TXN	P	03/13/2025	03/28/1935	$15,001 - $50,000	1.00	TXN0.98	BuyBuy	Self	Mar 13, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
96	—	Texas Instruments Incorporated - Common Stock (TXN) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	TXN	P	03/31/2025	04/03/2025	$15,001 - $50,000	1.00	TXN0.98	BuyBuy	Self	Mar 31, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
97	—	The Carlyle Group Inc. - Common Stock (CG) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	CG	S	03/05/2025	03/28/2025	$15,001 - $50,000	1.00	CG0.98	SellSell	Self	Mar 5, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
98	—	The Trade Desk, Inc. - Class A Common Stock (TTD) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	TTD	P	03/31/2025	04/03/2025	$15,001 - $50,000	1.00	TTD0.98	BuyBuy	Self	Mar 31, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
99	—	Trane Technologies plc (TT) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	TT	S	03/05/2025	03/28/2025	$15,001 - $50,000	1.00	TT0.98	SellSell	Self	Mar 5, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
100	—	Transdigm Group Incorporated Common Stock (TDG) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	TDG	P	03/05/2025	03/28/2025	$15,001 - $50,000	1.00	TDG0.98	BuyBuy	Self	Mar 5, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
101	—	United Community Banks, Inc. Common Stock (UCB) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	UCB	P	03/31/2025	04/03/2025	$15,001 - $50,000	1.00	UCB0.98	BuyBuy	Self	Mar 31, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
102	—	UnitedHealth Group Incorporated Common Stock (UNH) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	UNH	P	03/31/2025	04/03/2025	$15,001 - $50,000	1.00	UNH0.98	BuyBuy	Self	Mar 31, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
103	—	Valero Energy Corporation Common Stock (VLO) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	VLO	P	03/13/2025	03/28/1935	$15,001 - $50,000	1.00	VLO0.98	BuyBuy	Self	Mar 13, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
104	—	Vaxcyte, Inc. - Common Stock (PCVX) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	PCVX	S	03/05/2025	03/28/2025	$15,001 - $50,000	1.00	PCVX0.98	SellSell	Self	Mar 5, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
105	—	Vertex Pharmaceuticals Incorporated - Common Stock (VRTX) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	VRTX	P	03/13/2025	03/28/1935	$15,001 - $50,000	1.00	VRTX0.98	BuyBuy	Self	Mar 13, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
106	—	Vicor Corporation - Common Stock (VICR) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	VICR	P	03/05/2025	03/28/2025	$15,001 - $50,000	1.00	VICR0.98	BuyBuy	Self	Mar 5, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
107	—	Vicor Corporation - Common Stock (VICR) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	VICR	S	03/31/2025	04/03/2025	$15,001 - $50,000	1.00	VICR0.98	SellSell	Self	Mar 31, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
108	—	Vishay Intertechnology, Inc. Common Stock (VSH) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	VSH	S	03/05/2025	03/28/2025	$15,001 - $50,000	1.00	VSH0.98	SellSell	Self	Mar 5, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
109	—	Vistra Corp. Common Stock (VST) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	VST	P	03/05/2025	03/28/2025	$15,001 - $50,000	1.00	VST0.98	BuyBuy	Self	Mar 5, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
110	—	Walt Disney Company (DIS) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	DIS	S (partial)	03/05/2025	03/28/2025	$15,001 - $50,000	1.00	DIS0.98	PartialPartial sale	Self	Mar 5, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
111	—	Wells Fargo & Company Common Stock (WFC) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	WFC	P	03/13/2025	03/28/1935	$15,001 - $50,000	1.00	WFC0.98	BuyBuy	Self	Mar 13, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
112	—	Western Digital Corporation - Common Stock (WDC) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	WDC	S	03/13/2025	03/28/2025	$15,001 - $50,000	1.00	WDC0.98	SellSell	Self	Mar 13, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
113	—	Weyerhaeuser Company Common Stock (WY) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	WY	P	03/13/2025	03/28/1935	$15,001 - $50,000	1.00	WY0.98	BuyBuy	Self	Mar 13, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
114	—	Zoetis Inc. Class A Common Stock (ZTS) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	ZTS	P	03/05/2025	03/28/2025	$15,001 - $50,000	1.00	ZTS0.98	BuyBuy	Self	Mar 5, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled