Every stock trade disclosed by Congress

Since the trade: the stock's move from its estimated entry price (a purchase) or estimated exit price (a sale) to its current price, the latest close we hold. Not the member's result.

1. Filed Jan 13, 202325 trades in this report
   • bought DVN Devon Energy Joint
     Traded Dec 30, 2022 · disclosed 14 days later
     $1,001 - $15,000
     Since the trade-20.9% since the tradeEstimated entry price $61.51, close on Fri Dec 30, 2022Current price $48.63, close on Mon Nov 2
   • bought DVN Devon Energy Joint
     Traded Dec 30, 2022 · disclosed 14 days later
     $15,001 - $50,000
     Since the trade-20.9% since the tradeEstimated entry price $61.51, close on Fri Dec 30, 2022Current price $48.63, close on Mon Nov 2
   • bought LMT Lockheed Martin Joint
     Traded Dec 30, 2022 · disclosed 14 days later
     $1,001 - $15,000
     Since the trade+32.2% since the tradeEstimated entry price $486.49, close on Fri Dec 30, 2022Current price $643.15, close on Mon Nov 2
   Show the other 22 trades in this reportShow fewer

   • bought WMB Williams Joint
     Traded Dec 26, 2022 · disclosed 18 days later
     $1,001 - $15,000
     Since the trade+113.1% since the tradeEstimated entry price $33.41, close on Tue Dec 27, 2022, the first after the Mon Dec 26, 2022 tradeCurrent price $71.19, close on Mon Nov 2
   • sold ARCB Arcbest Joint
     Traded Dec 19, 2022 · disclosed 25 days later
     $50,001 - $100,000
     Since the trade+79.5% since the saleEstimated exit price $72.97, close on Mon Dec 19, 2022Current price $130.96, close on Mon Nov 2
   • sold WYNN Wynn Resorts Joint
     Traded Dec 19, 2022 · disclosed 25 days later
     $15,001 - $50,000
     Since the trade-4.8% since the saleEstimated exit price $81.56, close on Mon Dec 19, 2022Current price $77.67, close on Mon Nov 2
   • sold HLT Hilton Worldwide Holdings Joint
     Traded Dec 19, 2022 · disclosed 25 days later
     $50,001 - $100,000
     Since the trade+180.8% since the saleEstimated exit price $129.90, close on Mon Dec 19, 2022Current price $364.71, close on Mon Nov 2
   • sold EXAS Exact Sciences Joint
     Traded Dec 19, 2022 · disclosed 25 days later
     $50,001 - $100,000
     Since the traden/aPrice history ends Mar 20, 2026
   • sold BLL Ball Joint
     Traded Dec 19, 2022 · disclosed 25 days later
     $50,001 - $100,000
     Since the traden/a
   • sold Carecloud Joint
     Traded Dec 19, 2022 · disclosed 25 days later
     $1,001 - $15,000
     Since the traden/a
   • sold ECL Ecolab Joint
     Traded Dec 19, 2022 · disclosed 25 days later
     $15,001 - $50,000
     Since the trade+118.4% since the saleEstimated exit price $141.21, close on Mon Dec 19, 2022Current price $308.47, close on Mon Nov 2
   • sold MASI Masimo Joint
     Traded Dec 19, 2022 · disclosed 25 days later
     $50,001 - $100,000
     Since the traden/aPrice history ends Jun 9, 2026
   • sold ADBE Adobe Joint
     Traded Dec 19, 2022 · disclosed 25 days later
     $250,001 - $500,000
     Since the trade-23.5% since the saleEstimated exit price $328.76, close on Mon Dec 19, 2022Current price $251.47, close on Mon Nov 2
   • bought Raytheon Joint
     Traded Dec 15, 2022 · disclosed 29 days later
     $1,001 - $15,000
     Since the traden/a
   • bought PXD Pioneer Natural Resources Joint
     Traded Dec 15, 2022 · disclosed 29 days later
     $15,001 - $50,000
     Since the traden/aPrice history ends May 2, 2024
   • bought PXD Pioneer Natural Resources Joint
     Traded Dec 15, 2022 · disclosed 29 days later
     $1,001 - $15,000
     Since the traden/aPrice history ends May 2, 2024
   • bought NEE NextEra Energy Joint
     Traded Dec 15, 2022 · disclosed 29 days later
     $1,001 - $15,000
     Since the trade-0.9% since the tradeEstimated entry price $85.81, close on Thu Dec 15, 2022Current price $85.03, close on Mon Nov 2
   • bought HD Home Depot Joint
     Traded Dec 15, 2022 · disclosed 29 days later
     $1,001 - $15,000
     Since the trade+4.1% since the tradeEstimated entry price $327.60, close on Thu Dec 15, 2022Current price $341.15, close on Mon Nov 2
   • bought UNH UnitedHealth Group Joint
     Traded Dec 13, 2022 · disclosed 31 days later
     $1,001 - $15,000
     Since the trade-25.6% since the tradeEstimated entry price $538.22, close on Tue Dec 13, 2022Current price $400.44, close on Mon Nov 2
   • bought ROK Rockwell Automation Joint
     Traded Dec 12, 2022 · disclosed 32 days later
     $1,001 - $15,000
     Since the trade+66.4% since the tradeEstimated entry price $264.45, close on Mon Dec 12, 2022Current price $440.16, close on Mon Nov 2
   • bought XOM ExxonMobil Holdings Joint
     Traded Dec 9, 2022 · disclosed 35 days later
     $1,001 - $15,000
     Since the trade+73.5% since the tradeEstimated entry price $103.54, close on Fri Dec 9, 2022Current price $179.67, close on Mon Nov 2
   • bought EMR Emerson Electric Joint
     Traded Dec 9, 2022 · disclosed 35 days later
     $1,001 - $15,000
     Since the trade+76.2% since the tradeEstimated entry price $94.19, close on Fri Dec 9, 2022Current price $165.96, close on Mon Nov 2
   • bought MSFT Microsoft Joint
     Traded Dec 8, 2022 · disclosed 36 days later
     $1,001 - $15,000
     Since the trade+105.0% since the tradeEstimated entry price $247.40, close on Thu Dec 8, 2022Current price $507.12, close on Mon Nov 2
   • bought JNJ Johnson & Johnson Joint
     Traded Dec 6, 2022 · disclosed 38 days later
     $1,001 - $15,000
     Since the trade+53.6% since the tradeEstimated entry price $176.10, close on Tue Dec 6, 2022Current price $270.56, close on Mon Nov 2
   • bought INTC Intel Joint
     Traded Dec 1, 2022 · disclosed 43 days later
     $1,001 - $15,000
     Since the trade+101.0% since the tradeEstimated entry price $29.83, close on Thu Dec 1, 2022Current price $59.97, close on Mon Nov 2

   Back to the top of this report

2. Filed Dec 8, 20229 trades in this report
   • sold CR Crane Joint
     Traded Nov 21, 2022 · disclosed 17 days later
     $1,001 - $15,000
     Since the traden/a
   • sold MMC Marsh & McLennan Joint
     Traded Nov 21, 2022 · disclosed 17 days later
     $1,001 - $15,000
     Since the traden/aNow trading as MRSH
   • sold SHW Sherwin-Williams Joint
     Traded Nov 21, 2022 · disclosed 17 days later
     $1,001 - $15,000
     Since the trade+47.3% since the saleEstimated exit price $239.26, close on Mon Nov 21, 2022Current price $352.37, close on Mon Nov 2
   Show the other 6 trades in this reportShow fewer

   • sold VFC V.F. Joint
     Traded Nov 21, 2022 · disclosed 17 days later
     $1,001 - $15,000
     Since the trade-40.1% since the saleEstimated exit price $32.35, close on Mon Nov 21, 2022Current price $19.39, close on Mon Nov 2
   • sold AMP Ameriprise Financial Joint
     Traded Nov 21, 2022 · disclosed 17 days later
     $1,001 - $15,000
     Since the trade+54.8% since the saleEstimated exit price $325.68, close on Mon Nov 21, 2022Current price $504.31, close on Mon Nov 2
   • bought TXN Texas Instruments Joint
     Traded Nov 15, 2022 · disclosed 23 days later
     $1,001 - $15,000
     Since the trade+70.1% since the tradeEstimated entry price $177.57, close on Tue Nov 15, 2022Current price $302.02, close on Mon Nov 2
   • bought ACN Accenture Joint
     Traded Nov 15, 2022 · disclosed 23 days later
     $1,001 - $15,000
     Since the trade-10.8% since the tradeEstimated entry price $292.65, close on Tue Nov 15, 2022Current price $260.94, close on Mon Nov 2
   • bought OKE ONEOK Joint
     Traded Nov 14, 2022 · disclosed 24 days later
     $1,001 - $15,000
     Since the trade+43.7% since the tradeEstimated entry price $64.38, close on Mon Nov 14, 2022Current price $92.52, close on Mon Nov 2
   • bought MMP Magellan Midstream Partners Joint
     Traded Nov 14, 2022 · disclosed 24 days later
     $1,001 - $15,000
     Since the traden/aPrice history ends Sep 22, 2023

   Back to the top of this report

3. Filed Nov 9, 20224 trades in this report
   • bought JPM JPMorgan Chase Joint
     Traded Oct 31, 2022 · disclosed 9 days later
     $1,001 - $15,000
     Since the trade+170.6% since the tradeEstimated entry price $125.88, close on Mon Oct 31, 2022Current price $340.58, close on Mon Nov 2
   • bought Fs Energy & Power Fund FundJoint
     Traded Oct 19, 2022 · disclosed 21 days later
     $1,001 - $15,000
     Since the traden/a
   • bought Inland Real Estate Income Trust Joint
     Traded Oct 7, 2022 · disclosed 33 days later
     $1,001 - $15,000
     Since the traden/a
   • bought JEPI JPMorgan Equity Premium Income ETF FundJoint
     Traded Oct 6, 2022 · disclosed 34 days later
     $1,001 - $15,000
     Since the traden/a
4. Filed Oct 10, 202214 trades in this report
   • bought DGRO iShares Core Dividend Growth ETF FundJoint
     Traded Sep 30, 2022 · disclosed 10 days later
     $1,001 - $15,000
     Since the traden/a
   • bought DVN Devon Energy Joint
     Traded Sep 30, 2022 · disclosed 10 days later
     $1,001 - $15,000
     Since the trade-19.1% since the tradeEstimated entry price $60.13, close on Fri Sep 30, 2022Current price $48.63, close on Mon Nov 2
   • bought DVN Devon Energy Joint
     Traded Sep 30, 2022 · disclosed 10 days later
     $15,001 - $50,000
     Since the trade-19.1% since the tradeEstimated entry price $60.13, close on Fri Sep 30, 2022Current price $48.63, close on Mon Nov 2
   Show the other 11 trades in this reportShow fewer

   • bought iShares Core Dividend Growth ETF FundJoint
     Traded Sep 30, 2022 · disclosed 10 days later
     $1,001 - $15,000
     Since the traden/a
   • bought WMB Williams Joint
     Traded Sep 26, 2022 · disclosed 14 days later
     $1,001 - $15,000
     Since the trade+150.5% since the tradeEstimated entry price $28.42, close on Mon Sep 26, 2022Current price $71.19, close on Mon Nov 2
   • bought UNH UnitedHealth Group Joint
     Traded Sep 20, 2022 · disclosed 20 days later
     $1,001 - $15,000
     Since the trade-23.4% since the tradeEstimated entry price $522.80, close on Tue Sep 20, 2022Current price $400.44, close on Mon Nov 2
   • bought PXD Pioneer Natural Resources Joint
     Traded Sep 16, 2022 · disclosed 24 days later
     $15,001 - $50,000
     Since the traden/aPrice history ends May 2, 2024
   • bought PXD Pioneer Natural Resources Joint
     Traded Sep 16, 2022 · disclosed 24 days later
     $1,001 - $15,000
     Since the traden/aPrice history ends May 2, 2024
   • bought HD Home Depot Joint
     Traded Sep 15, 2022 · disclosed 25 days later
     $1,001 - $15,000
     Since the trade+25.6% since the tradeEstimated entry price $271.54, close on Thu Sep 15, 2022Current price $341.15, close on Mon Nov 2
   • bought NEE NextEra Energy Joint
     Traded Sep 15, 2022 · disclosed 25 days later
     $1,001 - $15,000
     Since the trade-1.1% since the tradeEstimated entry price $86.01, close on Thu Sep 15, 2022Current price $85.03, close on Mon Nov 2
   • bought ROK Rockwell Automation Joint
     Traded Sep 12, 2022 · disclosed 28 days later
     $1,001 - $15,000
     Since the trade+71.2% since the tradeEstimated entry price $257.06, close on Mon Sep 12, 2022Current price $440.16, close on Mon Nov 2
   • bought XOM ExxonMobil Holdings Joint
     Traded Sep 9, 2022 · disclosed 31 days later
     $1,001 - $15,000
     Since the trade+86.2% since the tradeEstimated entry price $96.50, close on Fri Sep 9, 2022Current price $179.67, close on Mon Nov 2
   • bought EMR Emerson Electric Joint
     Traded Sep 9, 2022 · disclosed 31 days later
     $1,001 - $15,000
     Since the trade+95.9% since the tradeEstimated entry price $84.71, close on Fri Sep 9, 2022Current price $165.96, close on Mon Nov 2
   • bought JEPI JPMorgan Equity Premium Income ETF FundJoint
     Traded Sep 7, 2022 · disclosed 33 days later
     $1,001 - $15,000
     Since the traden/a

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5. Filed Sep 15, 20228 trades in this report
   • bought PTC Joint
     Traded Aug 25, 2022 · disclosed 21 days later
     $15,001 - $50,000
     Since the trade+62.8% since the tradeEstimated entry price $119.32, close on Thu Aug 25, 2022Current price $194.31, close on Mon Nov 2
   • bought ASML ASML Holding Joint
     Traded Aug 25, 2022 · disclosed 21 days later
     $50,001 - $100,000
     Since the trade+182.8% since the tradeEstimated entry price $539.74, close on Thu Aug 25, 2022Current price $1,526.14, close on Mon Nov 2
   • bought CDNS Cadence Design Systems Joint
     Traded Aug 18, 2022 · disclosed 28 days later
     $15,001 - $50,000
     Since the trade+72.8% since the tradeEstimated entry price $190.73, close on Thu Aug 18, 2022Current price $329.51, close on Mon Nov 2
   Show the other 5 trades in this reportShow fewer

   • bought CTRA Coterra Energy Joint
     Traded Aug 17, 2022 · disclosed 29 days later
     $15,001 - $50,000
     Since the traden/aPrice history ends May 6, 2026
   • bought TXN Texas Instruments Joint
     Traded Aug 16, 2022 · disclosed 30 days later
     $1,001 - $15,000
     Since the trade+64.7% since the tradeEstimated entry price $183.36, close on Tue Aug 16, 2022Current price $302.02, close on Mon Nov 2
   • bought OKE ONEOK Joint
     Traded Aug 15, 2022 · disclosed 31 days later
     $1,001 - $15,000
     Since the trade+45.7% since the tradeEstimated entry price $63.48, close on Mon Aug 15, 2022Current price $92.52, close on Mon Nov 2
   • bought ACN Accenture Joint
     Traded Aug 15, 2022 · disclosed 31 days later
     $1,001 - $15,000
     Since the trade-18.5% since the tradeEstimated entry price $320.33, close on Mon Aug 15, 2022Current price $260.94, close on Mon Nov 2
   • bought MMP Magellan Midstream Partners Joint
     Traded Aug 12, 2022 · disclosed 34 days later
     $1,001 - $15,000
     Since the traden/aPrice history ends Sep 22, 2023

   Back to the top of this report

6. Filed Aug 15, 20224 trades in this report
   • bought JPM JPMorgan Chase Joint
     Traded Jul 31, 2022 · disclosed 15 days later
     $1,001 - $15,000
     Since the trade+198.2% since the tradeEstimated entry price $114.21, close on Mon Aug 1, 2022, the first after the Sun Jul 31, 2022 tradeCurrent price $340.58, close on Mon Nov 2
   • bought Citigroup Global Mkts Hldgs In SER A 07/27/2027mtn Other assetJoint
     Traded Jul 22, 2022 · disclosed 24 days later
     $250,001 - $500,000
     Since the traden/a
   • bought Fs Energy & Power Fund FundJoint
     Traded Jul 13, 2022 · disclosed 33 days later
     $1,001 - $15,000
     Since the traden/a
   • bought TIP iShares TIPS Bond ETF FundJoint
     Traded Jul 8, 2022 · disclosed 38 days later
     $1,001 - $15,000
     Since the traden/a
7. Filed Jul 15, 202217 trades in this report
   • bought DVN Devon Energy Joint
     Traded Jun 30, 2022 · disclosed 15 days later
     $1,001 - $15,000
     Since the trade-11.8% since the tradeEstimated entry price $55.11, close on Thu Jun 30, 2022Current price $48.63, close on Mon Nov 2
   • bought DVN Devon Energy Joint
     Traded Jun 30, 2022 · disclosed 15 days later
     $15,001 - $50,000
     Since the trade-11.8% since the tradeEstimated entry price $55.11, close on Thu Jun 30, 2022Current price $48.63, close on Mon Nov 2
   • bought WMB Williams Joint
     Traded Jun 27, 2022 · disclosed 18 days later
     $1,001 - $15,000
     Since the trade+132.7% since the tradeEstimated entry price $30.59, close on Mon Jun 27, 2022Current price $71.19, close on Mon Nov 2
   Show the other 14 trades in this reportShow fewer

   • bought LMT Lockheed Martin Joint
     Traded Jun 24, 2022 · disclosed 21 days later
     $1,001 - $15,000
     Since the trade+53.5% since the tradeEstimated entry price $419.04, close on Fri Jun 24, 2022Current price $643.15, close on Mon Nov 2
   • bought AGCO Joint
     Traded Jun 21, 2022 · disclosed 24 days later
     $1,001 - $15,000
     Since the trade+2.5% since the tradeEstimated entry price $110.64, close on Tue Jun 21, 2022Current price $113.42, close on Mon Nov 2
   • bought HD Home Depot Joint
     Traded Jun 16, 2022 · disclosed 29 days later
     $1,001 - $15,000
     Since the trade+24.8% since the tradeEstimated entry price $273.46, close on Thu Jun 16, 2022Current price $341.15, close on Mon Nov 2
   • bought RTX Joint
     Traded Jun 16, 2022 · disclosed 29 days later
     $1,001 - $15,000
     Since the trade+126.5% since the tradeEstimated entry price $89.52, close on Thu Jun 16, 2022Current price $202.79, close on Mon Nov 2
   • bought NEE NextEra Energy Joint
     Traded Jun 15, 2022 · disclosed 30 days later
     $1,001 - $15,000
     Since the trade+14.6% since the tradeEstimated entry price $74.19, close on Wed Jun 15, 2022Current price $85.03, close on Mon Nov 2
   • bought PXD Pioneer Natural Resources Joint
     Traded Jun 14, 2022 · disclosed 31 days later
     $15,001 - $50,000
     Since the traden/aPrice history ends May 2, 2024
   • bought PXD Pioneer Natural Resources Joint
     Traded Jun 14, 2022 · disclosed 31 days later
     $1,001 - $15,000
     Since the traden/aPrice history ends May 2, 2024
   • bought ROK Rockwell Automation Joint
     Traded Jun 10, 2022 · disclosed 35 days later
     $1,001 - $15,000
     Since the trade+110.9% since the tradeEstimated entry price $208.74, close on Fri Jun 10, 2022Current price $440.16, close on Mon Nov 2
   • bought EMR Emerson Electric Joint
     Traded Jun 10, 2022 · disclosed 35 days later
     $1,001 - $15,000
     Since the trade+90.6% since the tradeEstimated entry price $87.06, close on Fri Jun 10, 2022Current price $165.96, close on Mon Nov 2
   • bought XOM ExxonMobil Holdings Joint
     Traded Jun 10, 2022 · disclosed 35 days later
     $1,001 - $15,000
     Since the trade+78.8% since the tradeEstimated entry price $100.46, close on Fri Jun 10, 2022Current price $179.67, close on Mon Nov 2
   • sold CERN Cerner
     Traded Jun 10, 2022 · disclosed 35 days later
     $15,001 - $50,000
     Since the traden/a
   • bought MSFT Microsoft Joint
     Traded Jun 9, 2022 · disclosed 36 days later
     $1,001 - $15,000
     Since the trade+91.5% since the tradeEstimated entry price $264.79, close on Thu Jun 9, 2022Current price $507.12, close on Mon Nov 2
   • bought JNJ Johnson & Johnson Joint
     Traded Jun 7, 2022 · disclosed 38 days later
     $1,001 - $15,000
     Since the trade+51.7% since the tradeEstimated entry price $178.34, close on Tue Jun 7, 2022Current price $270.56, close on Mon Nov 2
   • bought INTC Intel Joint
     Traded Jun 1, 2022 · disclosed 44 days later
     $1,001 - $15,000
     Since the trade+36.0% since the tradeEstimated entry price $44.11, close on Wed Jun 1, 2022Current price $59.97, close on Mon Nov 2

   Back to the top of this report

8. Filed Jun 14, 20227 trades in this report
   • bought TXN Texas Instruments Joint
     Traded May 17, 2022 · disclosed 28 days later
     $1,001 - $15,000
     Since the trade+72.6% since the tradeEstimated entry price $174.98, close on Tue May 17, 2022Current price $302.02, close on Mon Nov 2
   • sold EXAS Exact Sciences Dependent child
     Traded May 16, 2022 · disclosed 29 days later
     $1,001 - $15,000
     Since the traden/aPrice history ends Mar 20, 2026
   • sold MTBC CareCloud Dependent child
     Traded May 16, 2022 · disclosed 29 days later
     $1,001 - $15,000
     Since the traden/aNow trading as CCLD
   Show the other 4 trades in this reportShow fewer

   • bought OKE ONEOK Joint
     Traded May 16, 2022 · disclosed 29 days later
     $1,001 - $15,000
     Since the trade+41.9% since the tradeEstimated entry price $65.19, close on Mon May 16, 2022Current price $92.52, close on Mon Nov 2
   • bought MMP Magellan Midstream Partners Joint
     Traded May 13, 2022 · disclosed 32 days later
     $1,001 - $15,000
     Since the traden/aPrice history ends Sep 22, 2023
   • bought ACN Accenture Joint
     Traded May 13, 2022 · disclosed 32 days later
     $1,001 - $15,000
     Since the trade-9.0% since the tradeEstimated entry price $286.77, close on Fri May 13, 2022Current price $260.94, close on Mon Nov 2
   • bought ABB Joint
     Traded May 11, 2022 · disclosed 34 days later
     $1,001 - $15,000
     Since the traden/aPrice history ends Jun 7, 2023

   Back to the top of this report

9. Filed May 12, 20229 trades in this report
   • bought JPM JPMorgan Chase Joint
     Traded Apr 30, 2022 · disclosed 12 days later
     $1,001 - $15,000
     Since the trade+182.8% since the tradeEstimated entry price $120.45, close on Mon May 2, 2022, the first after the Sat Apr 30, 2022 tradeCurrent price $340.58, close on Mon Nov 2
   • sold AHCO AdaptHealth Dependent child
     Traded Apr 22, 2022 · disclosed 20 days later
     $1,001 - $15,000
     Since the trade-58.8% since the saleEstimated exit price $14.36, close on Fri Apr 22, 2022Current price $5.91, close on Mon Nov 2
   • sold IQV IQVIA Holdings Dependent child
     Traded Apr 22, 2022 · disclosed 20 days later
     $1,001 - $15,000
     Since the trade+13.3% since the saleEstimated exit price $228.16, close on Fri Apr 22, 2022Current price $258.44, close on Mon Nov 2
   Show the other 6 trades in this reportShow fewer

   • bought Fs Energy & Power Fund FundJoint
     Traded Apr 14, 2022 · disclosed 28 days later
     $1,001 - $15,000
     Since the traden/a
   • bought Bank of Montreal SER G Mtn BondJoint
     Traded Apr 12, 2022 · disclosed 30 days later
     $500,001 - $1,000,000
     Since the traden/a
   • sold MDLZ Mondelez International Joint
     Traded Apr 12, 2022 · disclosed 30 days later
     $15,001 - $50,000
     Since the trade+4.3% since the saleEstimated exit price $63.67, close on Tue Apr 12, 2022Current price $66.38, close on Mon Nov 2
   • sold HON Honeywell International Joint
     Traded Apr 8, 2022 · disclosed 34 days later
     $250,001 - $500,000
     Since the traden/a
   • bought Inland Real Estate Income TR Joint
     Traded Apr 7, 2022 · disclosed 35 days later
     $1,001 - $15,000
     Since the traden/a
   • sold AHCO AdaptHealth Joint
     Traded Apr 1, 2022 · disclosed 41 days later
     $50,001 - $100,000
     Since the trade-64.5% since the saleEstimated exit price $16.65, close on Fri Apr 1, 2022Current price $5.91, close on Mon Nov 2

   Back to the top of this report

10. Filed Apr 12, 202218 trades in this report
    • bought DVN Devon Energy Joint
      Traded Mar 31, 2022 · disclosed 12 days later
      $1,001 - $15,000
      Since the trade-17.8% since the tradeEstimated entry price $59.13, close on Thu Mar 31, 2022Current price $48.63, close on Mon Nov 2
    • bought DVN Devon Energy Joint
      Traded Mar 31, 2022 · disclosed 12 days later
      $15,001 - $50,000
      Since the trade-17.8% since the tradeEstimated entry price $59.13, close on Thu Mar 31, 2022Current price $48.63, close on Mon Nov 2
    • bought WMB Williams Joint
      Traded Mar 28, 2022 · disclosed 15 days later
      $1,001 - $15,000
      Since the trade+113.8% since the tradeEstimated entry price $33.30, close on Mon Mar 28, 2022Current price $71.19, close on Mon Nov 2
    Show the other 15 trades in this reportShow fewer

    • bought LMT Lockheed Martin Joint
      Traded Mar 25, 2022 · disclosed 18 days later
      $1,001 - $15,000
      Since the trade+41.8% since the tradeEstimated entry price $453.66, close on Fri Mar 25, 2022Current price $643.15, close on Mon Nov 2
    • bought HD Home Depot Joint
      Traded Mar 24, 2022 · disclosed 19 days later
      $1,001 - $15,000
      Since the trade+8.0% since the tradeEstimated entry price $315.78, close on Thu Mar 24, 2022Current price $341.15, close on Mon Nov 2
    • bought RTX Joint
      Traded Mar 24, 2022 · disclosed 19 days later
      $1,001 - $15,000
      Since the trade+99.4% since the tradeEstimated entry price $101.71, close on Thu Mar 24, 2022Current price $202.79, close on Mon Nov 2
    • sold Morgan Stanley Fin LLC SER A Mtn Sep 23, 2025 BondJoint
      Traded Mar 23, 2022 · disclosed 20 days later
      $250,001 - $500,000
      Since the traden/a
    • bought UNH UnitedHealth Group Joint
      Traded Mar 22, 2022 · disclosed 21 days later
      $1,001 - $15,000
      Since the trade-20.8% since the tradeEstimated entry price $505.32, close on Tue Mar 22, 2022Current price $400.44, close on Mon Nov 2
    • bought Citigroup Global Mkts Hldgs Mtn Mar 23, 2027 BondJoint
      Traded Mar 18, 2022 · disclosed 25 days later
      $250,001 - $500,000
      Since the traden/a
    • bought NEE NextEra Energy Joint
      Traded Mar 15, 2022 · disclosed 28 days later
      $1,001 - $15,000
      Since the trade+3.7% since the tradeEstimated entry price $81.98, close on Tue Mar 15, 2022Current price $85.03, close on Mon Nov 2
    • bought PXD Pioneer Natural Resources Joint
      Traded Mar 14, 2022 · disclosed 29 days later
      $1,001 - $15,000
      Since the traden/aPrice history ends May 2, 2024
    • bought HON Honeywell International Joint
      Traded Mar 11, 2022 · disclosed 32 days later
      $1,001 - $15,000
      Since the traden/a
    • bought ROK Rockwell Automation Joint
      Traded Mar 10, 2022 · disclosed 33 days later
      $1,001 - $15,000
      Since the trade+67.6% since the tradeEstimated entry price $262.55, close on Thu Mar 10, 2022Current price $440.16, close on Mon Nov 2
    • bought MSFT Microsoft Joint
      Traded Mar 10, 2022 · disclosed 33 days later
      $1,001 - $15,000
      Since the trade+77.6% since the tradeEstimated entry price $285.59, close on Thu Mar 10, 2022Current price $507.12, close on Mon Nov 2
    • bought XOM ExxonMobil Holdings Joint
      Traded Mar 10, 2022 · disclosed 33 days later
      $1,001 - $15,000
      Since the trade+110.5% since the tradeEstimated entry price $85.36, close on Thu Mar 10, 2022Current price $179.67, close on Mon Nov 2
    • bought EMR Emerson Electric Joint
      Traded Mar 10, 2022 · disclosed 33 days later
      $1,001 - $15,000
      Since the trade+75.2% since the tradeEstimated entry price $94.74, close on Thu Mar 10, 2022Current price $165.96, close on Mon Nov 2
    • bought JNJ Johnson & Johnson Joint
      Traded Mar 8, 2022 · disclosed 35 days later
      $1,001 - $15,000
      Since the trade+60.4% since the tradeEstimated entry price $168.72, close on Tue Mar 8, 2022Current price $270.56, close on Mon Nov 2
    • bought INTC Intel Joint
      Traded Mar 1, 2022 · disclosed 42 days later
      $1,001 - $15,000
      Since the trade+28.1% since the tradeEstimated entry price $46.82, close on Tue Mar 1, 2022Current price $59.97, close on Mon Nov 2

    Back to the top of this report

11. Filed Mar 7, 20224 trades in this report
    • bought ACN Accenture Joint
      Traded Feb 15, 2022 · disclosed 20 days later
      $1,001 - $15,000
      Since the trade-20.8% since the tradeEstimated entry price $329.41, close on Tue Feb 15, 2022Current price $260.94, close on Mon Nov 2
    • bought OKE ONEOK Joint
      Traded Feb 14, 2022 · disclosed 21 days later
      $1,001 - $15,000
      Since the trade+47.0% since the tradeEstimated entry price $62.92, close on Mon Feb 14, 2022Current price $92.52, close on Mon Nov 2
    • bought MMP Magellan Midstream Partners Joint
      Traded Feb 14, 2022 · disclosed 21 days later
      $1,001 - $15,000
      Since the traden/aPrice history ends Sep 22, 2023
    • bought TXN Texas Instruments Joint
      Traded Feb 7, 2022 · disclosed 28 days later
      $1,001 - $15,000
      Since the trade+77.7% since the tradeEstimated entry price $169.95, close on Mon Feb 7, 2022Current price $302.02, close on Mon Nov 2
12. Filed Feb 2, 20225 trades in this report
    • bought JPM JPMorgan Chase Joint
      Traded Jan 31, 2022 · disclosed 2 days later
      $1,001 - $15,000
      Since the trade+129.2% since the tradeEstimated entry price $148.60, close on Mon Jan 31, 2022Current price $340.58, close on Mon Nov 2
    • bought Fs Energy & Power Fund FundJoint
      Traded Jan 19, 2022 · disclosed 14 days later
      $1,001 - $15,000
      Since the traden/a
    • bought Barclays Bank PLC SER A Mtn Jan 22, 2027 BondJoint
      Traded Jan 19, 2022 · disclosed 14 days later
      $250,001 - $500,000
      Since the traden/a
    Show the other 2 trades in this reportShow fewer

    • bought PXD Pioneer Natural Resources Joint
      Traded Jan 14, 2022 · disclosed 19 days later
      $1,001 - $15,000
      Since the traden/aPrice history ends May 2, 2024
    • bought Inland Real Estate Income TR Joint
      Traded Jan 7, 2022 · disclosed 26 days later
      $1,001 - $15,000
      Since the traden/a

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13. Filed Jan 11, 202219 trades in this report
    • bought DVN Devon Energy Joint
      Traded Dec 30, 2021 · disclosed 12 days later
      $15,001 - $50,000
      Since the trade+11.4% since the tradeEstimated entry price $43.67, close on Thu Dec 30, 2021Current price $48.63, close on Mon Nov 2
    • bought DVN Devon Energy Joint
      Traded Dec 30, 2021 · disclosed 12 days later
      $1,001 - $15,000
      Since the trade+11.4% since the tradeEstimated entry price $43.67, close on Thu Dec 30, 2021Current price $48.63, close on Mon Nov 2
    • bought WMB Williams Joint
      Traded Dec 27, 2021 · disclosed 15 days later
      $1,001 - $15,000
      Since the trade+171.1% since the tradeEstimated entry price $26.26, close on Mon Dec 27, 2021Current price $71.19, close on Mon Nov 2
    Show the other 16 trades in this reportShow fewer

    • bought LMT Lockheed Martin Joint
      Traded Dec 27, 2021 · disclosed 15 days later
      $1,001 - $15,000
      Since the trade+83.6% since the tradeEstimated entry price $350.28, close on Mon Dec 27, 2021Current price $643.15, close on Mon Nov 2
    • sold ASXC Asensus Surgical Joint
      Traded Dec 20, 2021 · disclosed 22 days later
      $15,001 - $50,000
      Since the traden/aPrice history ends Aug 21, 2024
    • sold VUZI Vuzix Joint
      Traded Dec 20, 2021 · disclosed 22 days later
      $50,001 - $100,000
      Since the trade-79.2% since the saleEstimated exit price $8.69, close on Mon Dec 20, 2021Current price $1.81, close on Mon Nov 2
    • sold MDT Medtronic Joint
      Traded Dec 20, 2021 · disclosed 22 days later
      $100,001 - $250,000
      Since the trade-0.2% since the saleEstimated exit price $99.53, close on Mon Dec 20, 2021Current price $99.29, close on Mon Nov 2
    • bought HD Home Depot Joint
      Traded Dec 16, 2021 · disclosed 26 days later
      $1,001 - $15,000
      Since the trade-14.6% since the tradeEstimated entry price $399.53, close on Thu Dec 16, 2021Current price $341.15, close on Mon Nov 2
    • bought RTX Joint
      Traded Dec 16, 2021 · disclosed 26 days later
      $1,001 - $15,000
      Since the trade+145.2% since the tradeEstimated entry price $82.70, close on Thu Dec 16, 2021Current price $202.79, close on Mon Nov 2
    • bought NEE NextEra Energy Joint
      Traded Dec 15, 2021 · disclosed 27 days later
      $1,001 - $15,000
      Since the trade-7.6% since the tradeEstimated entry price $92.00, close on Wed Dec 15, 2021Current price $85.03, close on Mon Nov 2
    • bought PXD Pioneer Natural Resources Joint
      Traded Dec 14, 2021 · disclosed 28 days later
      $1,001 - $15,000
      Since the traden/aPrice history ends May 2, 2024
    • bought UNH UnitedHealth Group Joint
      Traded Dec 14, 2021 · disclosed 28 days later
      $1,001 - $15,000
      Since the trade-16.5% since the tradeEstimated entry price $479.46, close on Tue Dec 14, 2021Current price $400.44, close on Mon Nov 2
    • bought PXD Pioneer Natural Resources Joint
      Traded Dec 14, 2021 · disclosed 28 days later
      $1,001 - $15,000
      Since the traden/aPrice history ends May 2, 2024
    • bought ROK Rockwell Automation Joint
      Traded Dec 10, 2021 · disclosed 32 days later
      $1,001 - $15,000
      Since the trade+25.5% since the tradeEstimated entry price $350.64, close on Fri Dec 10, 2021Current price $440.16, close on Mon Nov 2
    • bought EMR Emerson Electric Joint
      Traded Dec 10, 2021 · disclosed 32 days later
      $1,001 - $15,000
      Since the trade+79.2% since the tradeEstimated entry price $92.59, close on Fri Dec 10, 2021Current price $165.96, close on Mon Nov 2
    • bought XOM ExxonMobil Holdings Joint
      Traded Dec 10, 2021 · disclosed 32 days later
      $1,001 - $15,000
      Since the trade+185.1% since the tradeEstimated entry price $63.01, close on Fri Dec 10, 2021Current price $179.67, close on Mon Nov 2
    • bought MSFT Microsoft Joint
      Traded Dec 9, 2021 · disclosed 33 days later
      $1,001 - $15,000
      Since the trade+52.2% since the tradeEstimated entry price $333.10, close on Thu Dec 9, 2021Current price $507.12, close on Mon Nov 2
    • bought JNJ Johnson & Johnson Joint
      Traded Dec 7, 2021 · disclosed 35 days later
      $1,001 - $15,000
      Since the trade+65.6% since the tradeEstimated entry price $163.36, close on Tue Dec 7, 2021Current price $270.56, close on Mon Nov 2
    • bought HON Honeywell International Joint
      Traded Dec 3, 2021 · disclosed 39 days later
      $1,001 - $15,000
      Since the traden/a

    Back to the top of this report

14. Filed Dec 9, 202120 trades in this report
    • bought ABB Joint
      Traded Nov 26, 2021 · disclosed 13 days later
      $50,001 - $100,000
      Since the traden/aPrice history ends Jun 7, 2023
    • bought ACN Accenture Joint
      Traded Nov 26, 2021 · disclosed 13 days later
      $1,001 - $15,000
      Since the trade-26.2% since the tradeEstimated entry price $353.60, close on Fri Nov 26, 2021Current price $260.94, close on Mon Nov 2
    • bought AGCO Joint
      Traded Nov 26, 2021 · disclosed 13 days later
      $50,001 - $100,000
      Since the trade-3.3% since the tradeEstimated entry price $117.28, close on Fri Nov 26, 2021Current price $113.42, close on Mon Nov 2
    Show the other 17 trades in this reportShow fewer

    • bought ARCB Arcbest Joint
      Traded Nov 26, 2021 · disclosed 13 days later
      $50,001 - $100,000
      Since the trade+23.9% since the tradeEstimated entry price $105.69, close on Fri Nov 26, 2021Current price $130.96, close on Mon Nov 2
    • bought BLL Ball Joint
      Traded Nov 26, 2021 · disclosed 13 days later
      $50,001 - $100,000
      Since the traden/aNow trading as BALL
    • bought CR Crane Joint
      Traded Nov 26, 2021 · disclosed 13 days later
      $15,001 - $50,000
      Since the traden/a
    • bought DRE Duke Realty Joint
      Traded Nov 26, 2021 · disclosed 13 days later
      $50,001 - $100,000
      Since the traden/aPrice history ends Sep 30, 2022
    • sold FSK FS KKR Capital Joint
      Traded Nov 26, 2021 · disclosed 13 days later
      $100,001 - $250,000
      Since the trade-46.1% since the saleEstimated exit price $21.22, close on Fri Nov 26, 2021Current price $11.44, close on Mon Nov 2
    • bought FTEC Fidelity MSCI Information Technology Index ETF FundJoint
      Traded Nov 26, 2021 · disclosed 13 days later
      $100,001 - $250,000
      Since the traden/a
    • bought HLT Hilton Worldwide Holdings Joint
      Traded Nov 26, 2021 · disclosed 13 days later
      $50,001 - $100,000
      Since the trade+167.8% since the tradeEstimated entry price $136.21, close on Fri Nov 26, 2021Current price $364.71, close on Mon Nov 2
    • bought INTC Intel Joint
      Traded Nov 26, 2021 · disclosed 13 days later
      $15,001 - $50,000
      Since the trade+22.9% since the tradeEstimated entry price $48.78, close on Fri Nov 26, 2021Current price $59.97, close on Mon Nov 2
    • bought PH Parker-Hannifin Joint
      Traded Nov 26, 2021 · disclosed 13 days later
      $15,001 - $50,000
      Since the trade+199.8% since the tradeEstimated entry price $309.64, close on Fri Nov 26, 2021Current price $928.29, close on Mon Nov 2
    • bought PWR Quanta Services Joint
      Traded Nov 26, 2021 · disclosed 13 days later
      $50,001 - $100,000
      Since the trade+428.5% since the tradeEstimated entry price $117.54, close on Fri Nov 26, 2021Current price $621.18, close on Mon Nov 2
    • bought TJX Joint
      Traded Nov 26, 2021 · disclosed 13 days later
      $15,001 - $50,000
      Since the trade+103.3% since the tradeEstimated entry price $69.36, close on Fri Nov 26, 2021Current price $141.00, close on Mon Nov 2
    • bought FDIS Fidelity MSCI Consumer Discretionary Index ETF FundJoint
      Traded Nov 26, 2021 · disclosed 13 days later
      $50,001 - $100,000
      Since the traden/a
    • sold FBND Fidelity Total Bond ETF FundJoint
      Traded Nov 16, 2021 · disclosed 23 days later
      $50,001 - $100,000
      Since the traden/a
    • bought TXN Texas Instruments Joint
      Traded Nov 15, 2021 · disclosed 24 days later
      $1,001 - $15,000
      Since the trade+59.6% since the tradeEstimated entry price $189.23, close on Mon Nov 15, 2021Current price $302.02, close on Mon Nov 2
    • bought OKE ONEOK Joint
      Traded Nov 15, 2021 · disclosed 24 days later
      $1,001 - $15,000
      Since the trade+46.0% since the tradeEstimated entry price $63.36, close on Mon Nov 15, 2021Current price $92.52, close on Mon Nov 2
    • bought MMP Magellan Midstream Partners Joint
      Traded Nov 12, 2021 · disclosed 27 days later
      $1,001 - $15,000
      Since the traden/aPrice history ends Sep 22, 2023
    • bought TIP iShares TIPS Bond ETF FundJoint
      Traded Nov 5, 2021 · disclosed 34 days later
      $1,001 - $15,000
      Since the traden/a

    Back to the top of this report

15. Filed Nov 5, 202115 trades in this report
    • bought JPM JPMorgan Chase Joint
      Traded Oct 29, 2021 · disclosed 7 days later
      $1,001 - $15,000
      Since the trade+100.5% since the tradeEstimated entry price $169.89, close on Fri Oct 29, 2021Current price $340.58, close on Mon Nov 2
    • bought CVX Chevron Joint
      Traded Oct 20, 2021 · disclosed 16 days later
      $50,001 - $100,000
      Since the trade+101.3% since the tradeEstimated entry price $113.16, close on Wed Oct 20, 2021Current price $227.77, close on Mon Nov 2
    • bought FMAT Fidelity MSCI Materials Index ETF FundJoint
      Traded Oct 20, 2021 · disclosed 16 days later
      $15,001 - $50,000
      Since the traden/a
    Show the other 12 trades in this reportShow fewer

    • bought ITW Illinois Tool Works Joint
      Traded Oct 20, 2021 · disclosed 16 days later
      $15,001 - $50,000
      Since the trade+29.7% since the tradeEstimated entry price $223.67, close on Wed Oct 20, 2021Current price $290.05, close on Mon Nov 2
    • bought LMT Lockheed Martin Joint
      Traded Oct 20, 2021 · disclosed 16 days later
      $50,001 - $100,000
      Since the trade+73.3% since the tradeEstimated entry price $371.13, close on Wed Oct 20, 2021Current price $643.15, close on Mon Nov 2
    • bought ORLY O'Reilly Automotive Joint
      Traded Oct 20, 2021 · disclosed 16 days later
      $15,001 - $50,000
      Since the trade+111.1% since the tradeEstimated entry price $644.40, close on Wed Oct 20, 2021$42.96 in today's shares after a 15-for-1 splitCurrent price $90.70, close on Mon Nov 2
    • bought V Visa Joint
      Traded Oct 20, 2021 · disclosed 16 days later
      $50,001 - $100,000
      Since the trade+83.9% since the tradeEstimated entry price $231.42, close on Wed Oct 20, 2021Current price $425.51, close on Mon Nov 2
    • bought Pioneer Natural Resources Other assetJoint
      Traded Oct 20, 2021 · disclosed 16 days later
      $100,001 - $250,000
      Since the traden/a
    • bought BLK BlackRock Joint
      Traded Oct 20, 2021 · disclosed 16 days later
      $15,001 - $50,000
      Since the trade+29.3% since the tradeEstimated entry price $902.93, close on Wed Oct 20, 2021Current price $1,167.15, close on Mon Nov 2
    • bought Fs Energy & Power Fund FundJoint
      Traded Oct 15, 2021 · disclosed 21 days later
      $1,001 - $15,000
      Since the traden/a
    • bought PXD Pioneer Natural Resources Joint
      Traded Oct 14, 2021 · disclosed 22 days later
      $1,001 - $15,000
      Since the traden/aPrice history ends May 2, 2024
    • bought TIP iShares TIPS Bond ETF FundJoint
      Traded Oct 7, 2021 · disclosed 29 days later
      $1,001 - $15,000
      Since the traden/a
    • bought Inland Real Estate TR Joint
      Traded Oct 7, 2021 · disclosed 29 days later
      $1,001 - $15,000
      Since the traden/a
    • bought DIAL Columbia Diversified Fixed Income Allocation ETF FundJoint
      Traded Oct 6, 2021 · disclosed 30 days later
      $1,001 - $15,000
      Since the traden/a
    • bought FSK FS KKR Capital Joint
      Traded Oct 4, 2021 · disclosed 32 days later
      $1,001 - $15,000
      Since the traden/a

    Back to the top of this report

16. Filed Oct 7, 202130 trades in this report
    • bought DVN Devon Energy Joint
      Traded Sep 30, 2021 · disclosed 7 days later
      $1,001 - $15,000
      Since the trade+36.9% since the tradeEstimated entry price $35.51, close on Thu Sep 30, 2021Current price $48.63, close on Mon Nov 2
    • bought DGRO iShares Core Dividend Growth ETF FundJoint
      Traded Sep 30, 2021 · disclosed 7 days later
      $1,001 - $15,000
      Since the traden/a
    • bought iShares Core Dividend Growth FundJoint
      Traded Sep 30, 2021 · disclosed 7 days later
      $1,001 - $15,000
      Since the traden/a
    Show the other 27 trades in this reportShow fewer

    • bought DVN Devon Energy Joint
      Traded Sep 30, 2021 · disclosed 7 days later
      $1,001 - $15,000
      Since the trade+36.9% since the tradeEstimated entry price $35.51, close on Thu Sep 30, 2021Current price $48.63, close on Mon Nov 2
    • bought WMB Williams Joint
      Traded Sep 27, 2021 · disclosed 10 days later
      $1,001 - $15,000
      Since the trade+173.4% since the tradeEstimated entry price $26.04, close on Mon Sep 27, 2021Current price $71.19, close on Mon Nov 2
    • bought UNH UnitedHealth Group Joint
      Traded Sep 23, 2021 · disclosed 14 days later
      $250,001 - $500,000
      Since the trade-1.9% since the tradeEstimated entry price $408.03, close on Thu Sep 23, 2021Current price $400.44, close on Mon Nov 2
    • bought RTX Joint
      Traded Sep 23, 2021 · disclosed 14 days later
      $250,001 - $500,000
      Since the trade+133.8% since the tradeEstimated entry price $86.75, close on Thu Sep 23, 2021Current price $202.79, close on Mon Nov 2
    • bought MDT Medtronic Joint
      Traded Sep 23, 2021 · disclosed 14 days later
      $100,001 - $250,000
      Since the trade-24.0% since the tradeEstimated entry price $130.64, close on Thu Sep 23, 2021Current price $99.29, close on Mon Nov 2
    • bought ACN Accenture Joint
      Traded Sep 23, 2021 · disclosed 14 days later
      $100,001 - $250,000
      Since the trade-23.9% since the tradeEstimated entry price $343.00, close on Thu Sep 23, 2021Current price $260.94, close on Mon Nov 2
    • sold SPY SPDR S&P 500 ETF Trust FundJoint
      Traded Sep 20, 2021 · disclosed 17 days later
      $500,001 - $1,000,000
      Since the traden/a
    • bought PXD Pioneer Natural Resources Joint
      Traded Sep 17, 2021 · disclosed 20 days later
      $1,001 - $15,000
      Since the traden/aPrice history ends May 2, 2024
    • bought HD Home Depot Joint
      Traded Sep 16, 2021 · disclosed 21 days later
      $1,001 - $15,000
      Since the trade+1.4% since the tradeEstimated entry price $336.39, close on Thu Sep 16, 2021Current price $341.15, close on Mon Nov 2
    • bought NEE NextEra Energy Joint
      Traded Sep 15, 2021 · disclosed 22 days later
      $1,001 - $15,000
      Since the trade+0.5% since the tradeEstimated entry price $84.61, close on Wed Sep 15, 2021Current price $85.03, close on Mon Nov 2
    • bought EMR Emerson Electric Joint
      Traded Sep 10, 2021 · disclosed 27 days later
      $1,001 - $15,000
      Since the trade+65.8% since the tradeEstimated entry price $100.09, close on Fri Sep 10, 2021Current price $165.96, close on Mon Nov 2
    • bought ROK Rockwell Automation Joint
      Traded Sep 10, 2021 · disclosed 27 days later
      $1,001 - $15,000
      Since the trade+40.1% since the tradeEstimated entry price $314.09, close on Fri Sep 10, 2021Current price $440.16, close on Mon Nov 2
    • bought MSFT Microsoft Joint
      Traded Sep 9, 2021 · disclosed 28 days later
      $1,001 - $15,000
      Since the trade+70.6% since the tradeEstimated entry price $297.25, close on Thu Sep 9, 2021Current price $507.12, close on Mon Nov 2
    • bought TIP iShares TIPS Bond ETF FundJoint
      Traded Sep 8, 2021 · disclosed 29 days later
      $1,001 - $15,000
      Since the traden/a
    • bought DIAL Columbia Diversified Fixed Income Allocation ETF FundJoint
      Traded Sep 7, 2021 · disclosed 30 days later
      $1,001 - $15,000
      Since the traden/a
    • bought JNJ Johnson & Johnson Joint
      Traded Sep 7, 2021 · disclosed 30 days later
      $1,001 - $15,000
      Since the trade+57.0% since the tradeEstimated entry price $172.32, close on Tue Sep 7, 2021Current price $270.56, close on Mon Nov 2
    • bought HON Honeywell International Joint
      Traded Sep 3, 2021 · disclosed 34 days later
      $1,001 - $15,000
      Since the traden/a
    • bought PRGS Progress Software Joint
      Traded Sep 2, 2021 · disclosed 35 days later
      $15,001 - $50,000
      Since the trade-3.8% since the tradeEstimated entry price $46.67, close on Thu Sep 2, 2021Current price $44.88, close on Mon Nov 2
    • bought PRGS Progress Software Joint
      Traded Sep 2, 2021 · disclosed 35 days later
      $1,001 - $15,000
      Since the trade-3.8% since the tradeEstimated entry price $46.67, close on Thu Sep 2, 2021Current price $44.88, close on Mon Nov 2
    • bought JNJ Johnson & Johnson Joint
      Traded Sep 2, 2021 · disclosed 35 days later
      $50,001 - $100,000
      Since the trade+54.7% since the tradeEstimated entry price $174.93, close on Thu Sep 2, 2021Current price $270.56, close on Mon Nov 2
    • bought CDNS Cadence Design Systems Joint
      Traded Sep 2, 2021 · disclosed 35 days later
      $15,001 - $50,000
      Since the trade+99.5% since the tradeEstimated entry price $165.19, close on Thu Sep 2, 2021Current price $329.51, close on Mon Nov 2
    • bought UNH UnitedHealth Group Joint
      Traded Sep 2, 2021 · disclosed 35 days later
      $50,001 - $100,000
      Since the trade-5.5% since the tradeEstimated entry price $423.71, close on Thu Sep 2, 2021Current price $400.44, close on Mon Nov 2
    • bought INTC Intel Joint
      Traded Sep 2, 2021 · disclosed 35 days later
      $50,001 - $100,000
      Since the trade+11.6% since the tradeEstimated entry price $53.73, close on Thu Sep 2, 2021Current price $59.97, close on Mon Nov 2
    • bought XOM ExxonMobil Holdings Joint
      Traded Sep 2, 2021 · disclosed 35 days later
      $1,001 - $15,000
      Since the trade+226.2% since the tradeEstimated entry price $55.08, close on Thu Sep 2, 2021Current price $179.67, close on Mon Nov 2
    • bought IQV IQVIA Holdings Joint
      Traded Sep 2, 2021 · disclosed 35 days later
      $15,001 - $50,000
      Since the trade-2.6% since the tradeEstimated entry price $265.23, close on Thu Sep 2, 2021Current price $258.44, close on Mon Nov 2
    • bought ICLR ICON Joint
      Traded Sep 2, 2021 · disclosed 35 days later
      $15,001 - $50,000
      Since the trade-21.5% since the tradeEstimated entry price $261.27, close on Thu Sep 2, 2021Current price $205.14, close on Mon Nov 2
    • bought RTX Joint
      Traded Sep 2, 2021 · disclosed 35 days later
      $50,001 - $100,000
      Since the trade+139.9% since the tradeEstimated entry price $84.54, close on Thu Sep 2, 2021Current price $202.79, close on Mon Nov 2

    Back to the top of this report

17. Filed Sep 15, 202148 trades in this report
    • bought Citigroup Global Mkts Hldgs Mtn Sep 1, 2026 BondJoint
      Traded Aug 27, 2021 · disclosed 19 days later
      $250,001 - $500,000
      Since the traden/a
    • bought AHCO AdaptHealth Joint
      Traded Aug 25, 2021 · disclosed 21 days later
      $100,001 - $250,000
      Since the trade-75.4% since the tradeEstimated entry price $24.05, close on Wed Aug 25, 2021Current price $5.91, close on Mon Nov 2
    • bought LMT Lockheed Martin Joint
      Traded Aug 25, 2021 · disclosed 21 days later
      $100,001 - $250,000
      Since the trade+79.3% since the tradeEstimated entry price $358.75, close on Wed Aug 25, 2021Current price $643.15, close on Mon Nov 2
    Show 39 more (42 of 48 here; all 48 on Kevin Hern's page)Show fewer

    • bought COST Costco Wholesale Joint
      Traded Aug 25, 2021 · disclosed 21 days later
      $250,001 - $500,000
      Since the trade+130.6% since the tradeEstimated entry price $451.23, close on Wed Aug 25, 2021Current price $1,040.55, close on Mon Nov 2
    • bought CB Chubb Joint
      Traded Aug 25, 2021 · disclosed 21 days later
      $100,001 - $250,000
      Since the trade+97.7% since the tradeEstimated entry price $186.68, close on Wed Aug 25, 2021Current price $368.98, close on Mon Nov 2
    • bought TXN Texas Instruments Joint
      Traded Aug 25, 2021 · disclosed 21 days later
      $250,001 - $500,000
      Since the trade+60.6% since the tradeEstimated entry price $188.09, close on Wed Aug 25, 2021Current price $302.02, close on Mon Nov 2
    • bought MMC Marsh & McLennan Joint
      Traded Aug 16, 2021 · disclosed 30 days later
      $100,001 - $250,000
      Since the traden/aNow trading as MRSH
    • bought OKE ONEOK Joint
      Traded Aug 16, 2021 · disclosed 30 days later
      $1,001 - $15,000
      Since the trade+78.8% since the tradeEstimated entry price $51.75, close on Mon Aug 16, 2021Current price $92.52, close on Mon Nov 2
    • bought MMP Magellan Midstream Partners Joint
      Traded Aug 13, 2021 · disclosed 33 days later
      $1,001 - $15,000
      Since the traden/aPrice history ends Sep 22, 2023
    • bought ACN Accenture Joint
      Traded Aug 13, 2021 · disclosed 33 days later
      $1,001 - $15,000
      Since the trade-19.3% since the tradeEstimated entry price $323.45, close on Fri Aug 13, 2021Current price $260.94, close on Mon Nov 2
    • bought TXN Texas Instruments Joint
      Traded Aug 9, 2021 · disclosed 37 days later
      $1,001 - $15,000
      Since the trade+58.6% since the tradeEstimated entry price $190.45, close on Mon Aug 9, 2021Current price $302.02, close on Mon Nov 2
    • bought TIP iShares TIPS Bond ETF FundJoint
      Traded Aug 6, 2021 · disclosed 40 days later
      $1,001 - $15,000
      Since the traden/a
    • bought DIAL Columbia Diversified Fixed Income Allocation ETF FundJoint
      Traded Aug 5, 2021 · disclosed 41 days later
      $1,001 - $15,000
      Since the traden/a
    • bought JPM JPMorgan Chase Joint
      Traded Jul 31, 2021 · disclosed 46 days later
      $1,001 - $15,000
      Since the trade+125.3% since the tradeEstimated entry price $151.17, close on Mon Aug 2, 2021, the first after the Sat Jul 31, 2021 tradeCurrent price $340.58, close on Mon Nov 2
    • bought SPY SPDR S&P 500 ETF Trust FundJoint
      Traded Jul 30, 2021 · disclosed 47 days later
      $500,001 - $1,000,000
      Since the traden/a
    • bought TIP iShares TIPS Bond ETF FundJoint
      Traded Jul 30, 2021 · disclosed 47 days later
      $250,001 - $500,000
      Since the traden/a
    • bought GOOGL Alphabet Joint
      Traded Jul 30, 2021 · disclosed 47 days later
      $100,001 - $250,000
      Since the trade+107.1% since the tradeEstimated entry price $2,694.60, close on Fri Jul 30, 2021$134.73 in today's shares after a 20-for-1 splitCurrent price $278.99, close on Mon Nov 2
    • bought JEPI JPMorgan Equity Premium Income ETF FundJoint
      Traded Jul 30, 2021 · disclosed 47 days later
      $100,001 - $250,000
      Since the traden/a
    • bought FDRR Fidelity Dividend ETF for Rising Rates FundJoint
      Traded Jul 30, 2021 · disclosed 47 days later
      $50,001 - $100,000
      Since the traden/a
    • bought AMZN Amazon.com Joint
      Traded Jul 30, 2021 · disclosed 47 days later
      $50,001 - $100,000
      Since the trade+47.6% since the tradeEstimated entry price $3,327.60, close on Fri Jul 30, 2021$166.38 in today's shares after a 20-for-1 splitCurrent price $245.63, close on Mon Nov 2
    • bought FHLC Fidelity MSCI Health Care Index ETF FundJoint
      Traded Jul 30, 2021 · disclosed 47 days later
      $50,001 - $100,000
      Since the traden/a
    • bought NEE NextEra Energy Joint
      Traded Jul 30, 2021 · disclosed 47 days later
      $50,001 - $100,000
      Since the trade+9.2% since the tradeEstimated entry price $77.90, close on Fri Jul 30, 2021Current price $85.03, close on Mon Nov 2
    • bought Nland Real Estate Income TR I Com Joint
      Traded Jul 26, 2021 · disclosed 51 days later
      $1,001 - $15,000
      Since the traden/a
    • bought PTC Joint
      Traded Jul 21, 2021 · disclosed 56 days later
      $15,001 - $50,000
      Since the trade+32.6% since the tradeEstimated entry price $146.50, close on Wed Jul 21, 2021Current price $194.31, close on Mon Nov 2
    • bought ADBE Adobe Joint
      Traded Jul 21, 2021 · disclosed 56 days later
      $50,001 - $100,000
      Since the trade-58.9% since the tradeEstimated entry price $612.26, close on Wed Jul 21, 2021Current price $251.47, close on Mon Nov 2
    • bought MSFT Microsoft Joint
      Traded Jul 21, 2021 · disclosed 56 days later
      $100,001 - $250,000
      Since the trade+80.2% since the tradeEstimated entry price $281.40, close on Wed Jul 21, 2021Current price $507.12, close on Mon Nov 2
    • bought ROK Rockwell Automation Joint
      Traded Jul 21, 2021 · disclosed 56 days later
      $50,001 - $100,000
      Since the trade+47.6% since the tradeEstimated entry price $298.29, close on Wed Jul 21, 2021Current price $440.16, close on Mon Nov 2
    • bought BSX Boston Scientific Joint
      Traded Jul 21, 2021 · disclosed 56 days later
      $15,001 - $50,000
      Since the trade+1.7% since the tradeEstimated entry price $43.58, close on Wed Jul 21, 2021Current price $44.32, close on Mon Nov 2
    • bought TMO Thermo Fisher Scientific Joint
      Traded Jul 21, 2021 · disclosed 56 days later
      $50,001 - $100,000
      Since the trade+32.7% since the tradeEstimated entry price $514.26, close on Wed Jul 21, 2021Current price $682.65, close on Mon Nov 2
    • bought TXN Texas Instruments Joint
      Traded Jul 21, 2021 · disclosed 56 days later
      $100,001 - $250,000
      Since the trade+55.5% since the tradeEstimated entry price $194.24, close on Wed Jul 21, 2021Current price $302.02, close on Mon Nov 2
    • bought Fs Energy & Power Fund FundJoint
      Traded Jul 20, 2021 · disclosed 57 days later
      $1,001 - $15,000
      Since the traden/a
    • bought PXD Pioneer Natural Resources Joint
      Traded Jul 14, 2021 · disclosed 63 days later
      $1,001 - $15,000
      Since the traden/aPrice history ends May 2, 2024
    • bought TIP iShares TIPS Bond ETF FundJoint
      Traded Jul 8, 2021 · disclosed 69 days later
      $1,001 - $15,000
      Since the traden/a
    • bought TROW T. Rowe Price Group Joint
      Traded Jul 7, 2021 · disclosed 70 days later
      $1,001 - $15,000
      Since the trade-48.3% since the tradeEstimated entry price $204.89, close on Wed Jul 7, 2021Current price $105.85, close on Mon Nov 2
    • bought DIAL Columbia Diversified Fixed Income Allocation ETF FundJoint
      Traded Jul 7, 2021 · disclosed 70 days later
      $1,001 - $15,000
      Since the traden/a
    • bought VUZI Vuzix Joint
      Traded Jul 1, 2021 · disclosed 76 days later
      $50,001 - $100,000
      Since the trade-90.0% since the tradeEstimated entry price $18.14, close on Thu Jul 1, 2021Current price $1.81, close on Mon Nov 2
    • bought ITW Illinois Tool Works Joint
      Traded Jul 1, 2021 · disclosed 76 days later
      $50,001 - $100,000
      Since the trade+29.1% since the tradeEstimated entry price $224.61, close on Thu Jul 1, 2021Current price $290.05, close on Mon Nov 2
    • bought FQAL Fidelity Quality Factor ETF FundJoint
      Traded Jul 1, 2021 · disclosed 76 days later
      $100,001 - $250,000
      Since the traden/a
    • bought DHR Danaher Joint
      Traded Jul 1, 2021 · disclosed 76 days later
      $50,001 - $100,000
      Since the traden/a
    • bought EMR Emerson Electric Joint
      Traded Jul 1, 2021 · disclosed 76 days later
      $50,001 - $100,000
      Since the trade+71.2% since the tradeEstimated entry price $96.92, close on Thu Jul 1, 2021Current price $165.96, close on Mon Nov 2
    • bought DGRO iShares Core Dividend Growth ETF FundJoint
      Traded Jul 1, 2021 · disclosed 76 days later
      $250,001 - $500,000
      Since the traden/a
    • bought MDT Medtronic Joint
      Traded Jul 1, 2021 · disclosed 76 days later
      $15,001 - $50,000
      Since the trade-21.3% since the tradeEstimated entry price $126.13, close on Thu Jul 1, 2021Current price $99.29, close on Mon Nov 2

    Back to the top of this report · All 48 trades on Kevin Hern's page

18. Filed Jul 14, 202118 trades in this report
    • bought DVN Devon Energy Joint
      Traded Jun 30, 2021 · disclosed 14 days later
      $1,001 - $15,000
      Since the trade+66.6% since the tradeEstimated entry price $29.19, close on Wed Jun 30, 2021Current price $48.63, close on Mon Nov 2

    Shortened here to 1 of its 18 trades. All 18 are on Kevin Hern's page.

19. Filed Jun 15, 202126 trades in this report
    • bought PRGS Progress Software Joint
      Traded May 26, 2021 · disclosed 20 days later
      $50,001 - $100,000
      Since the trade+0.6% since the tradeEstimated entry price $44.61, close on Wed May 26, 2021Current price $44.88, close on Mon Nov 2

    Shortened here to 1 of its 26 trades. All 26 are on Kevin Hern's page.

20. Filed May 17, 20215 trades in this report
    • bought Morgan Stanley Fin LLC SER A Mtn May 6, 2026 Zero Cpn BondJoint
      Traded Apr 30, 2021 · disclosed 17 days later
      $1,000,001 - $5,000,000
      Since the traden/a

    Shortened here to 1 of its 5 trades. All 5 are on Kevin Hern's page.