“Declared in 2026” is the sum of the ranges declared on 21 trades filed that year. A range, not an exact amount.
Abbott Laboratories Common StockSELLABT$1,001 to $15,0004 dto discloseRick Larsen sold $1,001 to $15,000 of Abbott Laboratories.
Disclosed 4 days after the trade. That is legal.
Filer's description: Part of advisor-driven quarterly rebalancing
Sits on: Committee on Transportation and Infrastructure
Amphenol Corporation Common StockBUYAPH$1,001 to $15,0004 dto discloseRick Larsen bought $1,001 to $15,000 of Amphenol Corporation.
Disclosed 4 days after the trade. That is legal.
Filer's description: Part of advisor-driven quarterly rebalancing
Sits on: Committee on Transportation and Infrastructure
McKesson Corporation Common StockBUYMCK$1,001 to $15,0004 dto discloseRick Larsen bought $1,001 to $15,000 of McKesson Corporation.
Disclosed 4 days after the trade. That is legal.
Filer's description: Part of advisor-driven quarterly rebalancing
Sits on: Committee on Transportation and Infrastructure
S&P Global Inc. Common StockSELLSPGI$1,001 to $15,0004 dto discloseRick Larsen sold $1,001 to $15,000 of S&P Global Inc.
Disclosed 4 days after the trade. That is legal.
Filer's description: Part of advisor-driven quarterly rebalancing
Sits on: Committee on Transportation and Infrastructure
American Express Company Common StockSELLAXP$1,001 to $15,0008 dto discloseRick Larsen sold $1,001 to $15,000 of American Express Company.
Disclosed 8 days after the trade. That is legal.
Filer's description: Advisor-driven quarterly rebalancing
Sits on: Committee on Transportation and Infrastructure
American Water Works Company, Inc. Common StockSELLAWK$1,001 to $15,0008 dto discloseRick Larsen sold $1,001 to $15,000 of American Water Works Company, Inc.
Disclosed 8 days after the trade. That is legal.
Filer's description: Advisor-driven quarterly rebalancing
Sits on: Committee on Transportation and Infrastructure
Broadridge Financial Solutions, Inc. Common StockSELLBR$1,001 to $15,0008 dto discloseRick Larsen sold $1,001 to $15,000 of Broadridge Financial Solutions, Inc.
Disclosed 8 days after the trade. That is legal.
Filer's description: Advisor-driven quarterly rebalancing
Sits on: Committee on Transportation and Infrastructure
Carrier Global Corporation Common StockBUYCARR$1,001 to $15,0008 dto discloseRick Larsen bought $1,001 to $15,000 of Carrier Global Corporation.
Disclosed 8 days after the trade. That is legal.
Filer's description: Advisor-driven quarterly rebalancing
Sits on: Committee on Transportation and Infrastructure
Caseys General Stores, Inc. - Common StockBUYCASY$1,001 to $15,0008 dto discloseRick Larsen bought $1,001 to $15,000 of Caseys General Stores, Inc.
Disclosed 8 days after the trade. That is legal.
Filer's description: Advisor-driven quarterly rebalancing
Sits on: Committee on Transportation and Infrastructure
Rick Larsen (joint account) exchanged $1,001 to $15,000 of CNL Healthcare Properties Inc (widely held).
Disclosed 15 days after the trade. That is legal.
Filer's description: CNL Properties (a widely held REIT) directors executed a sale of assets and Sonida Living, a common stock- based company, purchased those assets in March. This entry should be read on this PTR in conjunction with the Sonida entry listed as an Exchange.
Sits on: Committee on Transportation and Infrastructure
NextEra Energy, Inc. Common StockBUYNEE$1,001 to $15,0008 dto discloseRick Larsen bought $1,001 to $15,000 of NextEra Energy, Inc.
Disclosed 8 days after the trade. That is legal.
Filer's description: Advisor-driven quarterly rebalancing
Sits on: Committee on Transportation and Infrastructure
Paychex, Inc. - Common StockSELLPAYX$1,001 to $15,0008 dto discloseRick Larsen sold $1,001 to $15,000 of Paychex, Inc.
Disclosed 8 days after the trade. That is legal.
Filer's description: Advisor-driven quarterly rebalancing
Sits on: Committee on Transportation and Infrastructure
Sonida Senior Living, Inc. Common StockSELLSNDA$1,001 to $15,0008 dto discloseRick Larsen (joint account) sold $1,001 to $15,000 of Sonida Senior Living, Inc.
Disclosed 8 days after the trade. That is legal.
Filer's description: CNL Properties directors executed a sale of assets and Sonida Living, a common stock-based company, purchased those assets in March. I directed advisor to sell the Sonida stock in March and the proceeds from the sale were placed in Fixed Income Mutual Funds-based account I already hold. Per requirements, I will report in CY27 on my FDFY26 report which mutual funds proceeds went into.
Sits on: Committee on Transportation and Infrastructure
Sonida Senior Living, Inc. Common StockEXCHANGESNDA$1,001 to $15,00015 dto discloseRick Larsen (joint account) exchanged $1,001 to $15,000 of Sonida Senior Living, Inc.
Disclosed 15 days after the trade. That is legal.
Filer's description: CNL Properties directors executed a sale of assets and Sonida Living, a common stock-based company, purchased those assets in March. I directed advisor to sell the Sonida stock in March. See "Sale' Transaction on this PTR
Sits on: Committee on Transportation and Infrastructure
Westinghouse Air Brake Technologies Corporation Common StockBUYWAB$1,001 to $15,0008 dto discloseRick Larsen bought $1,001 to $15,000 of Westinghouse Air Brake Technologies Corporation.
Disclosed 8 days after the trade. That is legal.
Filer's description: Advisor-driven quarterly rebalancing
Sits on: Committee on Transportation and Infrastructure
Darden Restaurants, Inc. Common StockBUYDRI$1,001 to $15,0007 dto discloseRick Larsen bought $1,001 to $15,000 of Darden Restaurants, Inc.
Disclosed 7 days after the trade. That is legal.
Filer's description: Part of monthly portfolio rebalancing that account manager conducts
Sits on: Committee on Transportation and Infrastructure
Essex Property Trust, Inc. Common StockSELLESS$1,001 to $15,0007 dto discloseRick Larsen sold $1,001 to $15,000 of Essex Property Trust, Inc.
Disclosed 7 days after the trade. That is legal.
Filer's description: Part of monthly portfolio rebalancing that account manager conducts
Sits on: Committee on Transportation and Infrastructure
Meta Platforms, Inc. - Class A Common StockBUYMETAOn chain$1,001 to $15,0007 dto discloseCopyRick Larsen bought $1,001 to $15,000 of Meta Platforms, Inc.
Disclosed 7 days after the trade. That is legal.
Filer's description: Part of monthly portfolio rebalancing that account manager conducts
Sits on: Committee on Transportation and Infrastructure
Mondelez International, Inc. - Class A Common StockSELLMDLZ$1,001 to $15,0007 dto discloseRick Larsen sold $1,001 to $15,000 of Mondelez International, Inc.
Disclosed 7 days after the trade. That is legal.
Filer's description: Part of monthly portfolio rebalancing that account manager conducts
Sits on: Committee on Transportation and Infrastructure
Verisk Analytics, Inc. - Common StockSELLVRSK$1,001 to $15,0007 dto discloseRick Larsen sold $1,001 to $15,000 of Verisk Analytics, Inc.
Disclosed 7 days after the trade. That is legal.
Filer's description: Part of monthly portfolio rebalancing that account manager conducts
Sits on: Committee on Transportation and Infrastructure
Waste Management, Inc. Common StockBUYWM$1,001 to $15,0007 dto discloseRick Larsen bought $1,001 to $15,000 of Waste Management, Inc.
Disclosed 7 days after the trade. That is legal.
Filer's description: Part of monthly portfolio rebalancing that account manager conducts
Sits on: Committee on Transportation and Infrastructure
Abbott Laboratories Common StockBUYABT$1,001 to $15,00010 dto discloseRick Larsen bought $1,001 to $15,000 of Abbott Laboratories.
Disclosed 10 days after the trade. That is legal.
Filer's description: part of quarterly portfolio rebalancing
Sits on: Committee on Transportation and Infrastructure
American Electric Power Company, Inc.BUYAEP$1,001 to $15,00010 dto discloseRick Larsen bought $1,001 to $15,000 of American Electric Power Company, Inc.
Disclosed 10 days after the trade. That is legal.
Filer's description: part of quarterly portfolio rebalancing
Sits on: Committee on Transportation and Infrastructure
Colgate-Palmolive Company Common StockSELLCL$1,001 to $15,00010 dto discloseRick Larsen sold $1,001 to $15,000 of Colgate-Palmolive Company.
Disclosed 10 days after the trade. That is legal.
Filer's description: part of quarterly portfolio rebalancing
Sits on: Committee on Transportation and Infrastructure
Old Dominion Freight Line, Inc. - Common StockSELLODFL$1,001 to $15,00010 dto discloseRick Larsen sold $1,001 to $15,000 of Old Dominion Freight Line, Inc.
Disclosed 10 days after the trade. That is legal.
Filer's description: part of quarterly portfolio rebalancing
Sits on: Committee on Transportation and Infrastructure
Walmart Inc. Common StockBUYWMT$1,001 to $15,00010 dto discloseRick Larsen bought $1,001 to $15,000 of Walmart Inc.
Disclosed 10 days after the trade. That is legal.
Filer's description: part of quarterly portfolio rebalancing
Sits on: Committee on Transportation and Infrastructure
Zoetis Inc. Class A Common StockSELLZTS$1,001 to $15,00010 dto discloseRick Larsen sold $1,001 to $15,000 of Zoetis Inc.
Disclosed 10 days after the trade. That is legal.
Filer's description: part of quarterly portfolio rebalancing
Sits on: Committee on Transportation and Infrastructure
American Express Company Common StockBUYAXP$1,001 to $15,0006 dto discloseRick Larsen bought $1,001 to $15,000 of American Express Company.
Disclosed 6 days after the trade. That is legal.
Filer's description: Part of quarterly rebalance
Sits on: Committee on Transportation and Infrastructure
NextEra Energy, Inc. Common StockSELLNEE$1,001 to $15,0006 dto discloseRick Larsen sold $1,001 to $15,000 of NextEra Energy, Inc.
Disclosed 6 days after the trade. That is legal.
Filer's description: Part of quarterly rebalancing
Sits on: Committee on Transportation and Infrastructure
Alphabet Inc. - Class A Common StockBUYGOOGLOn chain$1,001 to $15,0007 dto discloseCopyRick Larsen bought $1,001 to $15,000 of Alphabet Inc.
Disclosed 7 days after the trade. That is legal.
Filer's description: rebalancing of portfolio
Sits on: Committee on Transportation and Infrastructure
Booz Allen Hamilton Holding Corporation Common StockSELLBAH$1,001 to $15,0007 dto discloseRick Larsen sold $1,001 to $15,000 of Booz Allen Hamilton Holding Corporation.
Disclosed 7 days after the trade. That is legal.
Filer's description: rebalancing of portfolio
Sits on: Committee on Transportation and Infrastructure
Broadridge Financial Solutions, Inc. Common StockBUYBR$1,001 to $15,0007 dto discloseRick Larsen bought $1,001 to $15,000 of Broadridge Financial Solutions, Inc.
Disclosed 7 days after the trade. That is legal.
Sits on: Committee on Transportation and Infrastructure
Cintas Corporation - Common StockBUYCTAS$1,001 to $15,0007 dto discloseRick Larsen bought $1,001 to $15,000 of Cintas Corporation.
Disclosed 7 days after the trade. That is legal.
Sits on: Committee on Transportation and Infrastructure
Comcast Corporation - Class A Common StockSELLCMCSA$1,001 to $15,0007 dto discloseRick Larsen sold $1,001 to $15,000 of Comcast Corporation.
Disclosed 7 days after the trade. That is legal.
Filer's description: rebalancing of portfolio
Sits on: Committee on Transportation and Infrastructure
General Dynamics Corporation Common StockSELLGD$1,001 to $15,0007 dto discloseRick Larsen sold $1,001 to $15,000 of General Dynamics Corporation.
Disclosed 7 days after the trade. That is legal.
Filer's description: rebalancing of portfolio
Sits on: Committee on Transportation and Infrastructure
UnitedHealth Group Incorporated Common StockSELLUNH$1,001 to $15,0007 dto discloseRick Larsen sold $1,001 to $15,000 of UnitedHealth Group Incorporated.
Disclosed 7 days after the trade. That is legal.
Filer's description: rebalancing of portfolio
Sits on: Committee on Transportation and Infrastructure
Verisk Analytics, Inc. - Common StockBUYVRSK$1,001 to $15,0007 dto discloseRick Larsen bought $1,001 to $15,000 of Verisk Analytics, Inc.
Disclosed 7 days after the trade. That is legal.
Sits on: Committee on Transportation and Infrastructure
| Month | Buys | Sells | Exchanges |
|---|---|---|---|
| Jan 2025 | 4 | 4 | 0 |
| Feb 2025 | 0 | 0 | 0 |
| Mar 2025 | 0 | 0 | 0 |
| Apr 2025 | 1 | 1 | 0 |
| May 2025 | 0 | 0 | 0 |
| Jun 2025 | 0 | 0 | 0 |
| Jul 2025 | 0 | 0 | 0 |
| Aug 2025 | 0 | 0 | 0 |
| Sep 2025 | 0 | 0 | 0 |
| Oct 2025 | 3 | 3 | 0 |
| Nov 2025 | 0 | 0 | 0 |
| Dec 2025 | 0 | 0 | 0 |
| Jan 2026 | 3 | 3 | 0 |
| Feb 2026 | 0 | 0 | 0 |
| Mar 2026 | 0 | 0 | 2 |
| Apr 2026 | 4 | 5 | 0 |
| May 2026 | 0 | 0 | 0 |
| Jun 2026 | 0 | 0 | 0 |
| Jul 2026 | 2 | 2 | 0 |
As declared in the Owner column of each report.