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 Apr 9, 20215 trades in this report
   • bought DVN Devon Energy Joint
     Traded Mar 31, 2021 · disclosed 9 days later
     $1,001 - $15,000
     Since the trade+117.9% since the tradeEstimated entry price $21.85, close on Wed Mar 31, 2021Current price $47.62, close on Tue Nov 3
   • bought WMB Williams Joint
     Traded Mar 29, 2021 · disclosed 11 days later
     $1,001 - $15,000
     Since the trade+201.5% since the tradeEstimated entry price $24.04, close on Mon Mar 29, 2021Current price $72.47, close on Tue Nov 3
   • bought HD Home Depot Joint
     Traded Mar 25, 2021 · disclosed 15 days later
     $1,001 - $15,000
     Since the trade+12.3% since the tradeEstimated entry price $297.18, close on Thu Mar 25, 2021Current price $333.66, close on Tue Nov 3
   Show the other 2 trades in this reportShow fewer

   • bought MSFT Microsoft Joint
     Traded Mar 11, 2021 · disclosed 29 days later
     $1,001 - $15,000
     Since the trade+119.7% since the tradeEstimated entry price $237.13, close on Thu Mar 11, 2021Current price $520.99, close on Tue Nov 3
   • bought XOM ExxonMobil Holdings Joint
     Traded Mar 10, 2021 · disclosed 30 days later
     $1,001 - $15,000
     Since the trade+187.3% since the tradeEstimated entry price $61.77, close on Wed Mar 10, 2021Current price $177.46, close on Tue Nov 3

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2. Filed Mar 15, 20214 trades in this report
   • bought MMP Magellan Midstream Partners Joint
     Traded Feb 12, 2021 · disclosed 31 days later
     $1,001 - $15,000
     Since the traden/aPrice history ends Sep 22, 2023
   • bought OKE ONEOK Joint
     Traded Feb 12, 2021 · disclosed 31 days later
     $1,001 - $15,000
     Since the trade+103.8% since the tradeEstimated entry price $45.11, close on Fri Feb 12, 2021Current price $91.94, close on Tue Nov 3
   • bought ACN Accenture Joint
     Traded Feb 12, 2021 · disclosed 31 days later
     $1,001 - $15,000
     Since the trade-1.1% since the tradeEstimated entry price $257.47, close on Fri Feb 12, 2021Current price $254.56, close on Tue Nov 3
   • bought TXN Texas Instruments Joint
     Traded Feb 8, 2021 · disclosed 35 days later
     $1,001 - $15,000
     Since the trade+78.4% since the tradeEstimated entry price $175.12, close on Mon Feb 8, 2021Current price $312.49, close on Tue Nov 3
3. Filed Feb 17, 20213 trades in this report
   • bought Fs Kkr Capital Corp. II Joint
     Traded Jan 11, 2021 · disclosed 37 days later
     $1,001 - $15,000
     Since the traden/a
   • bought AIO Allianzgi Artificial Intelligence & Technology Opportunities Fund FundJoint
     Traded Jan 11, 2021 · disclosed 37 days later
     $1,001 - $15,000
     Since the traden/a
   • bought Fs Energy & Power Fund FundJoint
     Traded Jan 5, 2021 · disclosed 43 days later
     $1,001 - $15,000
     Since the traden/a
4. Filed Jan 15, 20214 trades in this report
   • bought WMB Williams Joint
     Traded Dec 28, 2020 · disclosed 18 days later
     $1,001 - $15,000
     Since the trade+259.8% since the tradeEstimated entry price $20.14, close on Mon Dec 28, 2020Current price $72.47, close on Tue Nov 3
   • bought HD Home Depot Joint
     Traded Dec 17, 2020 · disclosed 29 days later
     $1,001 - $15,000
     Since the trade+21.8% since the tradeEstimated entry price $273.97, close on Thu Dec 17, 2020Current price $333.66, close on Tue Nov 3
   • bought MSFT Microsoft Joint
     Traded Dec 10, 2020 · disclosed 36 days later
     $1,001 - $15,000
     Since the trade+147.5% since the tradeEstimated entry price $210.52, close on Thu Dec 10, 2020Current price $520.99, close on Tue Nov 3
   • bought XOM ExxonMobil Holdings Joint
     Traded Dec 10, 2020 · disclosed 36 days later
     $1,001 - $15,000
     Since the trade+303.2% since the tradeEstimated entry price $44.01, close on Thu Dec 10, 2020Current price $177.46, close on Tue Nov 3
5. Filed Dec 14, 20207 trades in this report
   • sold SU Suncor Energy Joint
     Traded Nov 19, 2020 · disclosed 25 days later
     $1,001 - $15,000
     Since the trade+388.7% since the saleEstimated exit price $15.44, close on Thu Nov 19, 2020Current price $75.45, close on Tue Nov 3
   • sold BDX Becton, Dickinson Joint
     Traded Nov 19, 2020 · disclosed 25 days later
     $1,001 - $15,000
     Since the traden/a
   • bought TXN Texas Instruments Joint
     Traded Nov 16, 2020 · disclosed 28 days later
     $1,001 - $15,000
     Since the trade+97.4% since the tradeEstimated entry price $158.31, close on Mon Nov 16, 2020Current price $312.49, close on Tue Nov 3
   Show the other 4 trades in this reportShow fewer

   • bought ACN Accenture Joint
     Traded Nov 13, 2020 · disclosed 31 days later
     $1,001 - $15,000
     Since the trade+5.3% since the tradeEstimated entry price $241.78, close on Fri Nov 13, 2020Current price $254.56, close on Tue Nov 3
   • bought MMP Magellan Midstream Partners Joint
     Traded Nov 13, 2020 · disclosed 31 days later
     $1,001 - $15,000
     Since the traden/aPrice history ends Sep 22, 2023
   • bought OKE ONEOK Joint
     Traded Nov 13, 2020 · disclosed 31 days later
     $1,001 - $15,000
     Since the trade+190.4% since the tradeEstimated entry price $31.66, close on Fri Nov 13, 2020Current price $91.94, close on Tue Nov 3
   • sold N1 Liquidating TR Joint
     Traded Nov 3, 2020 · disclosed 41 days later
     $1,001 - $15,000
     Since the traden/a

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6. Filed Nov 14, 20208 trades in this report
   • bought MMC Marsh & McLennan Joint
     Traded Oct 16, 2020 · disclosed 29 days later
     $1,001 - $15,000
     Since the traden/aNow trading as MRSH
   • bought MCD McDonald's Joint
     Traded Oct 16, 2020 · disclosed 29 days later
     $1,001 - $15,000
     Since the trade+14.7% since the tradeEstimated entry price $229.37, close on Fri Oct 16, 2020Current price $263.04, close on Tue Nov 3
   • bought ITW Illinois Tool Works Joint
     Traded Oct 16, 2020 · disclosed 29 days later
     $1,001 - $15,000
     Since the trade+38.7% since the tradeEstimated entry price $206.64, close on Fri Oct 16, 2020Current price $286.64, close on Tue Nov 3
   Show the other 5 trades in this reportShow fewer

   • bought BA Boeing Joint
     Traded Oct 16, 2020 · disclosed 29 days later
     $1,001 - $15,000
     Since the trade+3.6% since the tradeEstimated entry price $167.35, close on Fri Oct 16, 2020Current price $173.31, close on Tue Nov 3
   • bought JNJ Johnson & Johnson Joint
     Traded Oct 16, 2020 · disclosed 29 days later
     $1,001 - $15,000
     Since the trade+79.7% since the tradeEstimated entry price $148.10, close on Fri Oct 16, 2020Current price $266.17, close on Tue Nov 3
   • bought NEE NextEra Energy Joint
     Traded Oct 16, 2020 · disclosed 29 days later
     $1,001 - $15,000
     Since the trade+10.4% since the tradeEstimated entry price $305.60, close on Fri Oct 16, 2020$76.40 in today's shares after a 4-for-1 splitCurrent price $84.33, close on Tue Nov 3
   • bought Franklin Square Energy & Power Fund FundJoint
     Traded Oct 14, 2020 · disclosed 31 days later
     $1,001 - $15,000
     Since the traden/a
   • bought Fs Kkr Capital Corp II Joint
     Traded Oct 1, 2020 · disclosed 44 days later
     $1,001 - $15,000
     Since the traden/a

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7. Filed Oct 15, 20206 trades in this report
   • bought WMB Williams Joint
     Traded Sep 28, 2020 · disclosed 17 days later
     $1,001 - $15,000
     Since the trade+255.2% since the tradeEstimated entry price $20.40, close on Mon Sep 28, 2020Current price $72.47, close on Tue Nov 3
   • bought Morgan Stanley Fin LLC SER A Mtn BondJoint
     Traded Sep 18, 2020 · disclosed 27 days later
     $250,001 - $500,000
     Since the traden/a
   • bought HD Home Depot Joint
     Traded Sep 17, 2020 · disclosed 28 days later
     $1,001 - $15,000
     Since the trade+19.2% since the tradeEstimated entry price $279.96, close on Thu Sep 17, 2020Current price $333.66, close on Tue Nov 3
   Show the other 3 trades in this reportShow fewer

   • bought MSFT Microsoft Joint
     Traded Sep 10, 2020 · disclosed 35 days later
     $1,001 - $15,000
     Since the trade+153.7% since the tradeEstimated entry price $205.37, close on Thu Sep 10, 2020Current price $520.99, close on Tue Nov 3
   • bought XOM ExxonMobil Holdings Joint
     Traded Sep 10, 2020 · disclosed 35 days later
     $1,001 - $15,000
     Since the trade+379.6% since the tradeEstimated entry price $37.00, close on Thu Sep 10, 2020Current price $177.46, close on Tue Nov 3
   • sold Barclays Bank PLC SER A Mtn BondJoint
     Traded Sep 1, 2020 · disclosed 44 days later
     $250,001 - $500,000
     Since the traden/a

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8. Filed Sep 15, 20204 trades in this report
   • bought TXN Texas Instruments Joint
     Traded Aug 17, 2020 · disclosed 29 days later
     $1,001 - $15,000
     Since the trade+126.0% since the tradeEstimated entry price $138.28, close on Mon Aug 17, 2020Current price $312.49, close on Tue Nov 3
   • bought ACN Accenture Joint
     Traded Aug 14, 2020 · disclosed 32 days later
     $1,001 - $15,000
     Since the trade+10.6% since the tradeEstimated entry price $230.25, close on Fri Aug 14, 2020Current price $254.56, close on Tue Nov 3
   • bought OKE ONEOK Joint
     Traded Aug 14, 2020 · disclosed 32 days later
     $1,001 - $15,000
     Since the trade+211.8% since the tradeEstimated entry price $29.49, close on Fri Aug 14, 2020Current price $91.94, close on Tue Nov 3
   • bought MMP Magellan Midstream Partners Joint
     Traded Aug 14, 2020 · disclosed 32 days later
     $1,001 - $15,000
     Since the traden/aPrice history ends Sep 22, 2023
9. Filed Aug 15, 202056 trades in this report
   • bought MDT Medtronic Joint
     Traded Jul 27, 2020 · disclosed 19 days later
     $1,001 - $15,000
     Since the trade+2.5% since the tradeEstimated entry price $96.43, close on Mon Jul 27, 2020Current price $98.88, close on Tue Nov 3
   • bought MDLZ Mondelez International Joint
     Traded Jul 27, 2020 · disclosed 19 days later
     $1,001 - $15,000
     Since the trade+17.2% since the tradeEstimated entry price $55.58, close on Mon Jul 27, 2020Current price $65.12, close on Tue Nov 3
   • bought BLK BlackRock Joint
     Traded Jul 27, 2020 · disclosed 19 days later
     $1,001 - $15,000
     Since the trade+101.9% since the tradeEstimated entry price $575.33, close on Mon Jul 27, 2020Current price $1,161.32, close on Tue Nov 3
   Show the other 53 trades in this reportShow fewer

   • bought PSX Phillips 66 Joint
     Traded Jul 27, 2020 · disclosed 19 days later
     $1,001 - $15,000
     Since the trade+321.0% since the tradeEstimated entry price $64.59, close on Mon Jul 27, 2020Current price $271.94, close on Tue Nov 3
   • bought CB Chubb Joint
     Traded Jul 27, 2020 · disclosed 19 days later
     $1,001 - $15,000
     Since the trade+176.9% since the tradeEstimated entry price $132.39, close on Mon Jul 27, 2020Current price $366.54, close on Tue Nov 3
   • bought AMZN Amazon.com Joint
     Traded Jul 27, 2020 · disclosed 19 days later
     $1,001 - $15,000
     Since the trade+64.1% since the tradeEstimated entry price $3,055.20, close on Mon Jul 27, 2020$152.76 in today's shares after a 20-for-1 splitCurrent price $250.69, close on Tue Nov 3
   • bought TJX Joint
     Traded Jul 27, 2020 · disclosed 19 days later
     $1,001 - $15,000
     Since the trade+164.3% since the tradeEstimated entry price $52.08, close on Mon Jul 27, 2020Current price $137.64, close on Tue Nov 3
   • bought DG Dollar General Joint
     Traded Jul 27, 2020 · disclosed 19 days later
     $1,001 - $15,000
     Since the trade-31.3% since the tradeEstimated entry price $189.95, close on Mon Jul 27, 2020Current price $130.52, close on Tue Nov 3
   • bought ICE Intercontinental Exchange Joint
     Traded Jul 27, 2020 · disclosed 19 days later
     $1,001 - $15,000
     Since the trade+80.8% since the tradeEstimated entry price $94.54, close on Mon Jul 27, 2020Current price $170.93, close on Tue Nov 3
   • bought KO Coca-Cola Joint
     Traded Jul 27, 2020 · disclosed 19 days later
     $1,001 - $15,000
     Since the trade+95.5% since the tradeEstimated entry price $48.48, close on Mon Jul 27, 2020Current price $94.80, close on Tue Nov 3
   • bought ICLR ICON Joint
     Traded Jul 27, 2020 · disclosed 19 days later
     $1,001 - $15,000
     Since the trade+9.3% since the tradeEstimated entry price $186.51, close on Mon Jul 27, 2020Current price $203.77, close on Tue Nov 3
   • bought PG Procter & Gamble Joint
     Traded Jul 27, 2020 · disclosed 19 days later
     $1,001 - $15,000
     Since the trade+28.3% since the tradeEstimated entry price $126.32, close on Mon Jul 27, 2020Current price $162.06, close on Tue Nov 3
   • bought COST Costco Wholesale Joint
     Traded Jul 27, 2020 · disclosed 19 days later
     $1,001 - $15,000
     Since the trade+211.1% since the tradeEstimated entry price $327.60, close on Mon Jul 27, 2020Current price $1,019.26, close on Tue Nov 3
   • bought TXN Texas Instruments Joint
     Traded Jul 27, 2020 · disclosed 19 days later
     $1,001 - $15,000
     Since the trade+136.5% since the tradeEstimated entry price $132.12, close on Mon Jul 27, 2020Current price $312.49, close on Tue Nov 3
   • bought MSFT Microsoft Joint
     Traded Jul 27, 2020 · disclosed 19 days later
     $1,001 - $15,000
     Since the trade+155.6% since the tradeEstimated entry price $203.85, close on Mon Jul 27, 2020Current price $520.99, close on Tue Nov 3
   • bought JPM JPMorgan Chase Joint
     Traded Jul 27, 2020 · disclosed 19 days later
     $1,001 - $15,000
     Since the trade+248.8% since the tradeEstimated entry price $96.90, close on Mon Jul 27, 2020Current price $337.98, close on Tue Nov 3
   • bought INTC Intel Joint
     Traded Jul 27, 2020 · disclosed 19 days later
     $1,001 - $15,000
     Since the trade+22.2% since the tradeEstimated entry price $49.57, close on Mon Jul 27, 2020Current price $60.55, close on Tue Nov 3
   • bought HON Honeywell International Joint
     Traded Jul 27, 2020 · disclosed 19 days later
     $1,001 - $15,000
     Since the traden/a
   • bought CRM Salesforce Joint
     Traded Jul 27, 2020 · disclosed 19 days later
     $1,001 - $15,000
     Since the trade+16.4% since the tradeEstimated entry price $190.96, close on Mon Jul 27, 2020Current price $222.20, close on Tue Nov 3
   • bought ACN Accenture Joint
     Traded Jul 27, 2020 · disclosed 19 days later
     $1,001 - $15,000
     Since the trade+14.0% since the tradeEstimated entry price $223.32, close on Mon Jul 27, 2020Current price $254.56, close on Tue Nov 3
   • bought AMP Ameriprise Financial Joint
     Traded Jul 27, 2020 · disclosed 19 days later
     $1,001 - $15,000
     Since the trade+222.9% since the tradeEstimated entry price $156.34, close on Mon Jul 27, 2020Current price $504.88, close on Tue Nov 3
   • bought RSG Republic Services Joint
     Traded Jul 27, 2020 · disclosed 19 days later
     $1,001 - $15,000
     Since the trade+185.6% since the tradeEstimated entry price $85.05, close on Mon Jul 27, 2020Current price $242.87, close on Tue Nov 3
   • bought JNJ Johnson & Johnson Joint
     Traded Jul 27, 2020 · disclosed 19 days later
     $1,001 - $15,000
     Since the trade+80.8% since the tradeEstimated entry price $147.18, close on Mon Jul 27, 2020Current price $266.17, close on Tue Nov 3
   • bought ROK Rockwell Automation Joint
     Traded Jul 27, 2020 · disclosed 19 days later
     $1,001 - $15,000
     Since the trade+94.9% since the tradeEstimated entry price $229.00, close on Mon Jul 27, 2020Current price $446.38, close on Tue Nov 3
   • bought CR Crane Joint
     Traded Jul 27, 2020 · disclosed 19 days later
     $1,001 - $15,000
     Since the traden/a
   • bought LMT Lockheed Martin Joint
     Traded Jul 27, 2020 · disclosed 19 days later
     $1,001 - $15,000
     Since the trade+67.2% since the tradeEstimated entry price $382.09, close on Mon Jul 27, 2020Current price $639.00, close on Tue Nov 3
   • bought VFC V.F. Joint
     Traded Jul 27, 2020 · disclosed 19 days later
     $1,001 - $15,000
     Since the trade-67.1% since the tradeEstimated entry price $60.82, close on Mon Jul 27, 2020Current price $20.04, close on Tue Nov 3
   • bought V Visa Joint
     Traded Jul 27, 2020 · disclosed 19 days later
     $1,001 - $15,000
     Since the trade+113.5% since the tradeEstimated entry price $196.91, close on Mon Jul 27, 2020Current price $420.42, close on Tue Nov 3
   • bought EXAS Exact Sciences Joint
     Traded Jul 27, 2020 · disclosed 19 days later
     $1,001 - $15,000
     Since the traden/aPrice history ends Mar 20, 2026
   • bought HD Home Depot Joint
     Traded Jul 27, 2020 · disclosed 19 days later
     $1,001 - $15,000
     Since the trade+24.8% since the tradeEstimated entry price $267.42, close on Mon Jul 27, 2020Current price $333.66, close on Tue Nov 3
   • bought MMC Marsh & McLennan Joint
     Traded Jul 27, 2020 · disclosed 19 days later
     $1,001 - $15,000
     Since the traden/aNow trading as MRSH
   • bought SU Suncor Energy Joint
     Traded Jul 27, 2020 · disclosed 19 days later
     $1,001 - $15,000
     Since the trade+347.8% since the tradeEstimated entry price $16.85, close on Mon Jul 27, 2020Current price $75.45, close on Tue Nov 3
   • bought SHW Sherwin-Williams Joint
     Traded Jul 27, 2020 · disclosed 19 days later
     $1,001 - $15,000
     Since the trade+63.5% since the tradeEstimated entry price $625.53, close on Mon Jul 27, 2020$208.51 in today's shares after a 3-for-1 splitCurrent price $340.87, close on Tue Nov 3
   • bought CMCSA Comcast Joint
     Traded Jul 27, 2020 · disclosed 19 days later
     $1,001 - $15,000
     Since the trade-45.7% since the tradeEstimated entry price $43.56, close on Mon Jul 27, 2020Current price $23.67, close on Tue Nov 3
   • bought RTX Joint
     Traded Jul 27, 2020 · disclosed 19 days later
     $1,001 - $15,000
     Since the trade+233.6% since the tradeEstimated entry price $61.09, close on Mon Jul 27, 2020Current price $203.82, close on Tue Nov 3
   • bought PH Parker-Hannifin Joint
     Traded Jul 27, 2020 · disclosed 19 days later
     $1,001 - $15,000
     Since the trade+409.0% since the tradeEstimated entry price $185.65, close on Mon Jul 27, 2020Current price $944.99, close on Tue Nov 3
   • bought ORLY O'Reilly Automotive Joint
     Traded Jul 27, 2020 · disclosed 19 days later
     $1,001 - $15,000
     Since the trade+199.7% since the tradeEstimated entry price $450.45, close on Mon Jul 27, 2020$30.03 in today's shares after a 15-for-1 splitCurrent price $89.99, close on Tue Nov 3
   • bought NVS Novartis AG Joint
     Traded Jul 27, 2020 · disclosed 19 days later
     $1,001 - $15,000
     Since the trade+98.7% since the tradeEstimated entry price $80.16, close on Mon Jul 27, 2020Current price $159.26, close on Tue Nov 3
   • bought NEE NextEra Energy Joint
     Traded Jul 27, 2020 · disclosed 19 days later
     $1,001 - $15,000
     Since the trade+21.5% since the tradeEstimated entry price $277.64, close on Mon Jul 27, 2020$69.41 in today's shares after a 4-for-1 splitCurrent price $84.33, close on Tue Nov 3
   • bought LOW Lowe's Joint
     Traded Jul 27, 2020 · disclosed 19 days later
     $1,001 - $15,000
     Since the trade+43.1% since the tradeEstimated entry price $149.12, close on Mon Jul 27, 2020Current price $213.38, close on Tue Nov 3
   • sold ICE Intercontinental Exchange Joint
     Traded Jul 22, 2020 · disclosed 24 days later
     $1,001 - $15,000
     Since the trade+77.9% since the saleEstimated exit price $96.06, close on Wed Jul 22, 2020Current price $170.93, close on Tue Nov 3
   • sold CARR Carrier Global Joint
     Traded Jul 22, 2020 · disclosed 24 days later
     $1,001 - $15,000
     Since the trade+108.2% since the saleEstimated exit price $26.60, close on Wed Jul 22, 2020Current price $55.37, close on Tue Nov 3
   • sold OTIS Otis Worldwide Joint
     Traded Jul 22, 2020 · disclosed 24 days later
     $1,001 - $15,000
     Since the trade+31.4% since the saleEstimated exit price $58.48, close on Wed Jul 22, 2020Current price $76.82, close on Tue Nov 3
   • sold XOM ExxonMobil Holdings Joint
     Traded Jul 22, 2020 · disclosed 24 days later
     $1,001 - $15,000
     Since the trade+306.9% since the saleEstimated exit price $43.61, close on Wed Jul 22, 2020Current price $177.46, close on Tue Nov 3
   • exchanged Jnl/gs Dividend Inc & Gr Other assetJoint
     Traded Jul 9, 2020 · disclosed 37 days later
     $50,001 - $100,000
     Since the traden/a
   • exchanged Jnl/mellon S&P 400 Midcap Index Other assetJoint
     Traded Jul 9, 2020 · disclosed 37 days later
     $50,001 - $100,000
     Since the traden/a
   • exchanged Jnl/mellon Equity Income Other assetJoint
     Traded Jul 9, 2020 · disclosed 37 days later
     $50,001 - $100,000
     Since the traden/a
   • exchanged Jnl iShares Tactical Growth FundJoint
     Traded Jul 9, 2020 · disclosed 37 days later
     $50,001 - $100,000
     Since the traden/a
   • exchanged Jnl/jpmorgan Hedged Equity Other assetJoint
     Traded Jul 9, 2020 · disclosed 37 days later
     $15,001 - $50,000
     Since the traden/a
   • exchanged Jnl/mc Info Tech Sector Other assetJoint
     Traded Jul 9, 2020 · disclosed 37 days later
     $15,001 - $50,000
     Since the traden/a
   • exchanged Jnl/first State Global Infrastructure Other assetJoint
     Traded Jul 9, 2020 · disclosed 37 days later
     $15,001 - $50,000
     Since the traden/a
   • exchanged Jnl/fr Temp Glblmultibond Other assetJoint
     Traded Jul 9, 2020 · disclosed 37 days later
     $15,001 - $50,000
     Since the traden/a
   • exchanged Jnl/mellon Nasdaq 100 Index Other assetJoint
     Traded Jul 9, 2020 · disclosed 37 days later
     $50,001 - $100,000
     Since the traden/a
   • exchanged Jnl/pimco Investment Grade Credit Bond BondJoint
     Traded Jul 9, 2020 · disclosed 37 days later
     $15,001 - $50,000
     Since the traden/a
   • exchanged Gb Eq/moderate Growth Strategy Other assetJoint
     Traded Jul 8, 2020 · disclosed 38 days later
     $250,001 - $500,000
     Since the traden/a
   • exchanged Gb Eq/ab Dynamic Mod Growth Other assetJoint
     Traded Jul 8, 2020 · disclosed 38 days later
     $100,001 - $250,000
     Since the traden/a

   Back to the top of this report · All 56 trades on Kevin Hern's page

10. Filed Jul 20, 202017 trades in this report
    • bought WMB Williams Joint
      Traded Jun 29, 2020 · disclosed 21 days later
      $1,001 - $15,000
      Since the trade+294.5% since the tradeEstimated entry price $18.37, close on Mon Jun 29, 2020Current price $72.47, close on Tue Nov 3
    • bought Jnl/mellon Equity Income Other assetJoint
      Traded Jun 11, 2020 · disclosed 39 days later
      $100,001 - $250,000
      Since the traden/a
    • bought Jnl/gs Dividend Inc & Gr Other assetJoint
      Traded Jun 11, 2020 · disclosed 39 days later
      $100,001 - $250,000
      Since the traden/a
    Show the other 14 trades in this reportShow fewer

    • bought Jnl/mellon S&P 400 Midcap Index Other assetJoint
      Traded Jun 11, 2020 · disclosed 39 days later
      $100,001 - $250,000
      Since the traden/a
    • bought Jnl/mellon Nasdaq 100 Index Other assetJoint
      Traded Jun 11, 2020 · disclosed 39 days later
      $100,001 - $250,000
      Since the traden/a
    • bought Jnl/jpmorgan Hedged Equity Other assetJoint
      Traded Jun 11, 2020 · disclosed 39 days later
      $50,001 - $100,000
      Since the traden/a
    • bought Jnl/mc Info Tech Sector Other assetJoint
      Traded Jun 11, 2020 · disclosed 39 days later
      $50,001 - $100,000
      Since the traden/a
    • bought Jnl/franklin Temp Glblmultibond Other assetJoint
      Traded Jun 11, 2020 · disclosed 39 days later
      $50,001 - $100,000
      Since the traden/a
    • bought Jnl/pimco Investment Grade Credit Bond BondJoint
      Traded Jun 11, 2020 · disclosed 39 days later
      $50,001 - $100,000
      Since the traden/a
    • bought MSFT Microsoft Joint
      Traded Jun 11, 2020 · disclosed 39 days later
      $1,001 - $15,000
      Since the trade+179.7% since the tradeEstimated entry price $186.27, close on Thu Jun 11, 2020Current price $520.99, close on Tue Nov 3
    • bought Jnl/first State Global Infrastructure Other assetJoint
      Traded Jun 11, 2020 · disclosed 39 days later
      $50,001 - $100,000
      Since the traden/a
    • bought Jnl iShares Tactical Growth FundJoint
      Traded Jun 11, 2020 · disclosed 39 days later
      $100,001 - $250,000
      Since the traden/a
    • bought XOM ExxonMobil Holdings Joint
      Traded Jun 10, 2020 · disclosed 40 days later
      $1,001 - $15,000
      Since the trade+250.4% since the tradeEstimated entry price $50.65, close on Wed Jun 10, 2020Current price $177.46, close on Tue Nov 3
    • exchanged Ast Academic Strategies Asset Alloc Port Other assetJoint
      Traded Jun 9, 2020 · disclosed 41 days later
      $250,001 - $500,000
      Since the traden/a
    • exchanged Ast Prudential Growth Allocation Other assetJoint
      Traded Jun 9, 2020 · disclosed 41 days later
      $250,001 - $500,000
      Since the traden/a
    • exchanged Ast Blackrock Global Strategies Port Other assetJoint
      Traded Jun 9, 2020 · disclosed 41 days later
      $250,001 - $500,000
      Since the traden/a
    • exchanged Ast Goldman Sachs Multi- Asset Other assetJoint
      Traded Jun 9, 2020 · disclosed 41 days later
      $250,001 - $500,000
      Since the traden/a

    Back to the top of this report

11. Filed Jun 16, 20204 trades in this report
    • bought TXN Texas Instruments Joint
      Traded May 18, 2020 · disclosed 29 days later
      $1,001 - $15,000
      Since the trade+173.1% since the tradeEstimated entry price $114.42, close on Mon May 18, 2020Current price $312.49, close on Tue Nov 3
    • bought ACN Accenture Joint
      Traded May 15, 2020 · disclosed 32 days later
      $1,001 - $15,000
      Since the trade+38.4% since the tradeEstimated entry price $183.88, close on Fri May 15, 2020Current price $254.56, close on Tue Nov 3
    • bought MMP Magellan Midstream Partners Joint
      Traded May 15, 2020 · disclosed 32 days later
      $1,001 - $15,000
      Since the traden/aPrice history ends Sep 22, 2023
    • bought OKE ONEOK Joint
      Traded May 14, 2020 · disclosed 33 days later
      $1,001 - $15,000
      Since the trade+199.4% since the tradeEstimated entry price $30.71, close on Thu May 14, 2020Current price $91.94, close on Tue Nov 3
12. Filed May 15, 202013 trades in this report
    • sold Jnl/famco Flex Core Covered Call Fund OptionJoint
      Traded Apr 24, 2020 · disclosed 21 days later
      $50,001 - $100,000
      Since the traden/a
    • bought Jnl/jpmorgan Hedged Equity Other assetJoint
      Traded Apr 24, 2020 · disclosed 21 days later
      $50,001 - $100,000
      Since the traden/a
    • sold Jnl/famco Flex Core Coverd Call Fund OptionJoint
      Traded Apr 24, 2020 · disclosed 21 days later
      $50,001 - $100,000
      Since the traden/a
    Show the other 10 trades in this reportShow fewer

    • bought ADBE Adobe Joint
      Traded Apr 9, 2020 · disclosed 36 days later
      $1,001 - $15,000
      Since the trade-22.8% since the tradeEstimated entry price $318.70, close on Thu Apr 9, 2020Current price $246.14, close on Tue Nov 3
    • bought MSFT Microsoft Joint
      Traded Apr 9, 2020 · disclosed 36 days later
      $1,001 - $15,000
      Since the trade+215.5% since the tradeEstimated entry price $165.14, close on Thu Apr 9, 2020Current price $520.99, close on Tue Nov 3
    • bought DHR Danaher Joint
      Traded Apr 9, 2020 · disclosed 36 days later
      $1,001 - $15,000
      Since the traden/a
    • bought ECL Ecolab Joint
      Traded Apr 9, 2020 · disclosed 36 days later
      $1,001 - $15,000
      Since the trade+69.4% since the tradeEstimated entry price $179.86, close on Thu Apr 9, 2020Current price $304.68, close on Tue Nov 3
    • bought LIN Linde Joint
      Traded Apr 9, 2020 · disclosed 36 days later
      $1,001 - $15,000
      Since the trade+170.0% since the tradeEstimated entry price $189.48, close on Thu Apr 9, 2020Current price $511.55, close on Tue Nov 3
    • bought TMO Thermo Fisher Scientific Joint
      Traded Apr 9, 2020 · disclosed 36 days later
      $1,001 - $15,000
      Since the trade+120.0% since the tradeEstimated entry price $317.38, close on Thu Apr 9, 2020Current price $698.34, close on Tue Nov 3
    • bought BA Boeing Joint
      Traded Apr 9, 2020 · disclosed 36 days later
      $1,001 - $15,000
      Since the trade+14.1% since the tradeEstimated entry price $151.84, close on Thu Apr 9, 2020Current price $173.31, close on Tue Nov 3
    • bought BDX Becton, Dickinson Joint
      Traded Apr 9, 2020 · disclosed 36 days later
      $1,001 - $15,000
      Since the traden/a
    • bought AMT American Tower Joint
      Traded Apr 9, 2020 · disclosed 36 days later
      $1,001 - $15,000
      Since the trade-27.9% since the tradeEstimated entry price $259.60, close on Thu Apr 9, 2020Current price $187.29, close on Tue Nov 3
    • bought Jnl/jpmorgan Hedged Equity Other assetJoint
      Traded Feb 24, 2020 · disclosed 81 days later
      $50,001 - $100,000
      Since the traden/a

    Back to the top of this report

13. Filed Apr 16, 202013 trades in this report
    • bought WMB Williams Joint
      Traded Mar 27, 2020 · disclosed 20 days later
      $15,001 - $50,000
      Since the trade+421.0% since the tradeEstimated entry price $13.91, close on Fri Mar 27, 2020Current price $72.47, close on Tue Nov 3
    • bought WPX Energy Joint
      Traded Mar 26, 2020 · disclosed 21 days later
      $15,001 - $50,000
      Since the traden/aPrice history ends Jan 6, 2021
    • bought MSFT Microsoft Joint
      Traded Mar 26, 2020 · disclosed 21 days later
      $250,001 - $500,000
      Since the trade+233.7% since the tradeEstimated entry price $156.11, close on Thu Mar 26, 2020Current price $520.99, close on Tue Nov 3
    Show the other 10 trades in this reportShow fewer

    • bought TXN Texas Instruments Joint
      Traded Mar 26, 2020 · disclosed 21 days later
      $100,001 - $250,000
      Since the trade+190.0% since the tradeEstimated entry price $107.76, close on Thu Mar 26, 2020Current price $312.49, close on Tue Nov 3
    • bought AMZN Amazon.com Joint
      Traded Mar 26, 2020 · disclosed 21 days later
      $100,001 - $250,000
      Since the trade+156.4% since the tradeEstimated entry price $1,955.40, close on Thu Mar 26, 2020$97.77 in today's shares after a 20-for-1 splitCurrent price $250.69, close on Tue Nov 3
    • bought MMP Magellan Midstream Partners Joint
      Traded Mar 26, 2020 · disclosed 21 days later
      $15,001 - $50,000
      Since the traden/aPrice history ends Sep 22, 2023
    • bought HD Home Depot Joint
      Traded Mar 26, 2020 · disclosed 21 days later
      $100,001 - $250,000
      Since the trade+70.9% since the tradeEstimated entry price $195.21, close on Thu Mar 26, 2020Current price $333.66, close on Tue Nov 3
    • bought ACN Accenture Joint
      Traded Mar 26, 2020 · disclosed 21 days later
      $100,001 - $250,000
      Since the trade+48.6% since the tradeEstimated entry price $171.34, close on Thu Mar 26, 2020Current price $254.56, close on Tue Nov 3
    • bought WMB Williams Joint
      Traded Mar 26, 2020 · disclosed 21 days later
      $100,001 - $250,000
      Since the trade+408.6% since the tradeEstimated entry price $14.25, close on Thu Mar 26, 2020Current price $72.47, close on Tue Nov 3
    • bought MMP Magellan Midstream Partners Joint
      Traded Mar 26, 2020 · disclosed 21 days later
      $100,001 - $250,000
      Since the traden/aPrice history ends Sep 22, 2023
    • bought WPX Energy Joint
      Traded Mar 26, 2020 · disclosed 21 days later
      $100,001 - $250,000
      Since the traden/aPrice history ends Jan 6, 2021
    • bought Morgan Stanley Fin LLC Mtn Zero Cpn BondJoint
      Traded Mar 26, 2020 · disclosed 21 days later
      $100,001 - $250,000
      Since the traden/a
    • bought OKE ONEOK Joint
      Traded Mar 26, 2020 · disclosed 21 days later
      $15,001 - $50,000
      Since the trade+277.4% since the tradeEstimated entry price $24.36, close on Thu Mar 26, 2020Current price $91.94, close on Tue Nov 3

    Back to the top of this report

14. Filed Mar 17, 202011 trades in this report
    • bought FTSM First Trust Enhanced Short Maturity ETF Fund
      Traded Feb 27, 2020 · disclosed 19 days later
      $100,001 - $250,000
      Since the traden/a
    • sold BBBY Bed Bath & Beyond
      Traded Feb 27, 2020 · disclosed 19 days later
      $1,001 - $15,000
      Since the traden/a
    • sold WBA Walgreens Boots Alliance
      Traded Feb 27, 2020 · disclosed 19 days later
      $1,001 - $15,000
      Since the traden/aPrice history ends Aug 27, 2025
    Show the other 8 trades in this reportShow fewer

    • sold NGL NGL Energy Partners
      Traded Feb 27, 2020 · disclosed 19 days later
      $15,001 - $50,000
      Since the trade+90.1% since the saleEstimated exit price $8.61, close on Thu Feb 27, 2020Current price $16.37, close on Tue Nov 3
    • bought NGL NGL Energy Partners
      Traded Feb 14, 2020 · disclosed 32 days later
      $1,001 - $15,000
      Since the trade+73.2% since the tradeEstimated entry price $9.45, close on Fri Feb 14, 2020Current price $16.37, close on Tue Nov 3
    • bought QSY Wisdomtree U.S. Quality Shareholder Yield Fund FundJoint
      Traded Feb 14, 2020 · disclosed 32 days later
      $1,001 - $15,000
      Since the traden/aPrice history ends Oct 4, 2023
    • bought EL Estée Lauder Joint
      Traded Feb 14, 2020 · disclosed 32 days later
      $1,001 - $15,000
      Since the trade-51.0% since the tradeEstimated entry price $215.01, close on Fri Feb 14, 2020Current price $105.39, close on Tue Nov 3
    • bought MDLZ Mondelez International Joint
      Traded Feb 14, 2020 · disclosed 32 days later
      $1,001 - $15,000
      Since the trade+9.1% since the tradeEstimated entry price $59.68, close on Fri Feb 14, 2020Current price $65.12, close on Tue Nov 3
    • bought ICE Intercontinental Exchange Joint
      Traded Feb 14, 2020 · disclosed 32 days later
      $1,001 - $15,000
      Since the trade+76.5% since the tradeEstimated entry price $96.86, close on Fri Feb 14, 2020Current price $170.93, close on Tue Nov 3
    • bought OKE ONEOK Joint
      Traded Feb 14, 2020 · disclosed 32 days later
      $1,001 - $15,000
      Since the trade+19.4% since the tradeEstimated entry price $76.98, close on Fri Feb 14, 2020Current price $91.94, close on Tue Nov 3
    • bought Fs Energy and Power Fund FundJoint
      Traded Feb 4, 2020 · disclosed 42 days later
      $1,001 - $15,000
      Since the traden/a

    Back to the top of this report

15. Filed Feb 15, 20203 trades in this report
    • sold Industrrial Property Trust Inc Class A Joint
      Traded Jan 9, 2020 · disclosed 37 days later
      $50,000,000as listed, not a standard range
      Since the traden/a
    • bought Fs Energy & Power Fund Com FundJoint
      Traded Jan 6, 2020 · disclosed 40 days later
      $1,001 - $15,000
      Since the traden/a
    • bought Inland Real Estate Income TR Inc Com Joint
      Traded Jan 3, 2020 · disclosed 43 days later
      $1,001 - $15,000
      Since the traden/a
16. Filed Jan 14, 20205 trades in this report
    • sold SLB Joint
      Traded Dec 4, 2019 · disclosed 41 days later
      $15,001 - $50,000
      Since the trade+44.0% since the saleEstimated exit price $36.19, close on Wed Dec 4, 2019Current price $52.13, close on Tue Nov 3
    • sold FSK FS KKR Capital Joint
      Traded Dec 4, 2019 · disclosed 41 days later
      $100,001 - $250,000
      Since the trade-56.0% since the saleEstimated exit price $6.33, close on Wed Dec 4, 2019$25.32 in today's shares after a 1-for-4 reverse splitCurrent price $11.13, close on Tue Nov 3
    • sold CLNC Colony Credit Real Estate Joint
      Traded Dec 4, 2019 · disclosed 41 days later
      $100,001 - $250,000
      Since the traden/aNow trading as BRSP
    Show the other 2 trades in this reportShow fewer

    • bought Fs Energy and Power Fund Com FundJoint
      Traded Dec 3, 2019 · disclosed 42 days later
      $1,001 - $15,000
      Since the traden/a
    • bought Fs Investment Corp II Com Joint
      Traded Dec 3, 2019 · disclosed 42 days later
      $1,001 - $15,000
      Since the traden/a

    Back to the top of this report

17. Filed Dec 15, 201916 trades in this report
    • bought OKE ONEOK Joint
      Traded Nov 14, 2019 · disclosed 31 days later
      $1,001 - $15,000
      Since the trade+31.0% since the tradeEstimated entry price $70.16, close on Thu Nov 14, 2019Current price $91.94, close on Tue Nov 3
    • bought NGL NGL Energy Partners
      Traded Nov 14, 2019 · disclosed 31 days later
      $1,001 - $15,000
      Since the trade+66.4% since the tradeEstimated entry price $9.84, close on Thu Nov 14, 2019Current price $16.37, close on Tue Nov 3
    • bought CLNC Colony Credit Real Estate Joint
      Traded Nov 12, 2019 · disclosed 33 days later
      $1,001 - $15,000
      Since the traden/aNow trading as BRSP
    Show the other 13 trades in this reportShow fewer

    • bought HON Honeywell International Joint
      Traded Nov 7, 2019 · disclosed 38 days later
      $1,001 - $15,000
      Since the traden/a
    • bought MDT Medtronic Joint
      Traded Nov 7, 2019 · disclosed 38 days later
      $1,001 - $15,000
      Since the trade-7.4% since the tradeEstimated entry price $106.80, close on Thu Nov 7, 2019Current price $98.88, close on Tue Nov 3
    • bought ORLY O'Reilly Automotive Joint
      Traded Nov 7, 2019 · disclosed 38 days later
      $1,001 - $15,000
      Since the trade+206.6% since the tradeEstimated entry price $440.25, close on Thu Nov 7, 2019$29.35 in today's shares after a 15-for-1 splitCurrent price $89.99, close on Tue Nov 3
    • bought DHR Danaher Joint
      Traded Nov 7, 2019 · disclosed 38 days later
      $1,001 - $15,000
      Since the traden/a
    • bought ADBE Adobe Joint
      Traded Nov 7, 2019 · disclosed 38 days later
      $1,001 - $15,000
      Since the trade-15.3% since the tradeEstimated entry price $290.77, close on Thu Nov 7, 2019Current price $246.14, close on Tue Nov 3
    • bought V Visa Joint
      Traded Nov 7, 2019 · disclosed 38 days later
      $1,001 - $15,000
      Since the trade+135.6% since the tradeEstimated entry price $178.43, close on Thu Nov 7, 2019Current price $420.42, close on Tue Nov 3
    • bought ICLR ICON Joint
      Traded Nov 7, 2019 · disclosed 38 days later
      $1,001 - $15,000
      Since the trade+40.3% since the tradeEstimated entry price $145.28, close on Thu Nov 7, 2019Current price $203.77, close on Tue Nov 3
    • bought TMO Thermo Fisher Scientific Joint
      Traded Nov 7, 2019 · disclosed 38 days later
      $1,001 - $15,000
      Since the trade+137.9% since the tradeEstimated entry price $293.54, close on Thu Nov 7, 2019Current price $698.34, close on Tue Nov 3
    • bought LOW Lowe's Joint
      Traded Nov 7, 2019 · disclosed 38 days later
      $1,001 - $15,000
      Since the trade+89.5% since the tradeEstimated entry price $112.60, close on Thu Nov 7, 2019Current price $213.38, close on Tue Nov 3
    • bought COST Costco Wholesale Joint
      Traded Nov 7, 2019 · disclosed 38 days later
      $1,001 - $15,000
      Since the trade+234.0% since the tradeEstimated entry price $305.21, close on Thu Nov 7, 2019Current price $1,019.26, close on Tue Nov 3
    • bought AMZN Amazon.com Joint
      Traded Nov 7, 2019 · disclosed 38 days later
      $1,001 - $15,000
      Since the trade+180.4% since the tradeEstimated entry price $1,788.20, close on Thu Nov 7, 2019$89.41 in today's shares after a 20-for-1 splitCurrent price $250.69, close on Tue Nov 3
    • bought Fs Energy & Power Fund FundJoint
      Traded Nov 4, 2019 · disclosed 41 days later
      $1,001 - $15,000
      Since the traden/a
    • bought Fs Investment Corp II Com Joint
      Traded Nov 4, 2019 · disclosed 41 days later
      $1,001 - $15,000
      Since the traden/a

    Back to the top of this report

18. Filed Nov 14, 201927 trades in this report
    • bought LIN Linde Joint
      Traded Oct 15, 2019 · disclosed 30 days later
      $1,001 - $15,000
      Since the trade+162.1% since the tradeEstimated entry price $195.18, close on Tue Oct 15, 2019Current price $511.55, close on Tue Nov 3
    • bought PG Procter & Gamble Joint
      Traded Oct 15, 2019 · disclosed 30 days later
      $1,001 - $15,000
      Since the trade+38.3% since the tradeEstimated entry price $117.20, close on Tue Oct 15, 2019Current price $162.06, close on Tue Nov 3
    • bought CR Crane Joint
      Traded Oct 15, 2019 · disclosed 30 days later
      $1,001 - $15,000
      Since the traden/a
    Show the other 24 trades in this reportShow fewer

    • bought VFC V.F. Joint
      Traded Oct 15, 2019 · disclosed 30 days later
      $1,001 - $15,000
      Since the trade-78.1% since the tradeEstimated entry price $91.52, close on Tue Oct 15, 2019Current price $20.04, close on Tue Nov 3
    • bought ROK Rockwell Automation Joint
      Traded Oct 15, 2019 · disclosed 30 days later
      $1,001 - $15,000
      Since the trade+166.7% since the tradeEstimated entry price $167.37, close on Tue Oct 15, 2019Current price $446.38, close on Tue Nov 3
    • bought ACN Accenture Joint
      Traded Oct 15, 2019 · disclosed 30 days later
      $1,001 - $15,000
      Since the trade+36.1% since the tradeEstimated entry price $187.00, close on Tue Oct 15, 2019Current price $254.56, close on Tue Nov 3
    • bought JPM JPMorgan Chase Joint
      Traded Oct 15, 2019 · disclosed 30 days later
      $1,001 - $15,000
      Since the trade+181.7% since the tradeEstimated entry price $119.96, close on Tue Oct 15, 2019Current price $337.98, close on Tue Nov 3
    • bought CMCSA Comcast Joint
      Traded Oct 15, 2019 · disclosed 30 days later
      $1,001 - $15,000
      Since the trade-48.2% since the tradeEstimated entry price $45.67, close on Tue Oct 15, 2019Current price $23.67, close on Tue Nov 3
    • bought KO Coca-Cola Joint
      Traded Oct 15, 2019 · disclosed 30 days later
      $1,001 - $15,000
      Since the trade+77.2% since the tradeEstimated entry price $53.51, close on Tue Oct 15, 2019Current price $94.80, close on Tue Nov 3
    • bought HD Home Depot Joint
      Traded Oct 15, 2019 · disclosed 30 days later
      $1,001 - $15,000
      Since the trade+41.6% since the tradeEstimated entry price $235.62, close on Tue Oct 15, 2019Current price $333.66, close on Tue Nov 3
    • bought INTC Intel Joint
      Traded Oct 15, 2019 · disclosed 30 days later
      $1,001 - $15,000
      Since the trade+15.0% since the tradeEstimated entry price $52.65, close on Tue Oct 15, 2019Current price $60.55, close on Tue Nov 3
    • bought CB Chubb Joint
      Traded Oct 15, 2019 · disclosed 30 days later
      $1,001 - $15,000
      Since the trade+136.2% since the tradeEstimated entry price $155.21, close on Tue Oct 15, 2019Current price $366.54, close on Tue Nov 3
    • bought DEO Diageo Joint
      Traded Oct 15, 2019 · disclosed 30 days later
      $1,001 - $15,000
      Since the trade-42.0% since the tradeEstimated entry price $162.24, close on Tue Oct 15, 2019Current price $94.05, close on Tue Nov 3
    • bought Inland Real Estate Income Trust Joint
      Traded Oct 15, 2019 · disclosed 30 days later
      $1,001 - $15,000
      Since the traden/a
    • bought DGRO iShares Core Dividend Growth ETF FundJoint
      Traded Oct 15, 2019 · disclosed 30 days later
      $15,001 - $50,000
      Since the traden/a
    • bought CL Colgate-Palmolive Joint
      Traded Oct 15, 2019 · disclosed 30 days later
      $1,001 - $15,000
      Since the trade+39.8% since the tradeEstimated entry price $68.40, close on Tue Oct 15, 2019Current price $95.62, close on Tue Nov 3
    • bought CVX Chevron Joint
      Traded Oct 15, 2019 · disclosed 30 days later
      $1,001 - $15,000
      Since the trade+93.7% since the tradeEstimated entry price $116.31, close on Tue Oct 15, 2019Current price $225.24, close on Tue Nov 3
    • bought MSFT Microsoft Joint
      Traded Oct 15, 2019 · disclosed 30 days later
      $15,001 - $50,000
      Since the trade+268.0% since the tradeEstimated entry price $141.57, close on Tue Oct 15, 2019Current price $520.99, close on Tue Nov 3
    • bought TXN Texas Instruments Joint
      Traded Oct 15, 2019 · disclosed 30 days later
      $1,001 - $15,000
      Since the trade+137.3% since the tradeEstimated entry price $131.69, close on Tue Oct 15, 2019Current price $312.49, close on Tue Nov 3
    • bought UTX United Technologies Joint
      Traded Oct 15, 2019 · disclosed 30 days later
      $1,001 - $15,000
      Since the traden/aPrice history ends Apr 2, 2020
    • bought XOM ExxonMobil Holdings Joint
      Traded Oct 15, 2019 · disclosed 30 days later
      $1,001 - $15,000
      Since the trade+155.6% since the tradeEstimated entry price $69.42, close on Tue Oct 15, 2019Current price $177.46, close on Tue Nov 3
    • bought LMT Lockheed Martin Joint
      Traded Oct 15, 2019 · disclosed 30 days later
      $1,001 - $15,000
      Since the trade+66.9% since the tradeEstimated entry price $382.75, close on Tue Oct 15, 2019Current price $639.00, close on Tue Nov 3
    • bought BLK BlackRock Joint
      Traded Oct 15, 2019 · disclosed 30 days later
      $1,001 - $15,000
      Since the trade+161.3% since the tradeEstimated entry price $444.45, close on Tue Oct 15, 2019Current price $1,161.32, close on Tue Nov 3
    • bought CLNC Colony Credit Real Estate Joint
      Traded Oct 10, 2019 · disclosed 35 days later
      $1,001 - $15,000
      Since the traden/aNow trading as BRSP
    • bought Fs Energy & Power Fund FundJoint
      Traded Oct 2, 2019 · disclosed 43 days later
      $1,001 - $15,000
      Since the traden/a
    • bought FSK FS KKR Capital Joint
      Traded Oct 2, 2019 · disclosed 43 days later
      $1,001 - $15,000
      Since the trade-51.2% since the tradeEstimated entry price $5.70, close on Wed Oct 2, 2019$22.80 in today's shares after a 1-for-4 reverse splitCurrent price $11.13, close on Tue Nov 3
    • bought Fs Investment Corp II Com Joint
      Traded Oct 2, 2019 · disclosed 43 days later
      $1,001 - $15,000
      Since the traden/a

    Back to the top of this report

19. Filed Oct 15, 20195 trades in this report
    • sold Northstar Realty Europe Corp Com Joint
      Traded Sep 30, 2019 · disclosed 15 days later
      $1,001 - $15,000
      Since the traden/a
    • bought CLNC Colony Credit Real Estate Joint
      Traded Sep 10, 2019 · disclosed 35 days later
      $1,001 - $15,000
      Since the traden/aNow trading as BRSP
    • bought Fs Investment Corp II Com Joint
      Traded Sep 5, 2019 · disclosed 40 days later
      $1,001 - $15,000
      Since the traden/a
    Show the other 2 trades in this reportShow fewer

    • bought Fs Energy & Power Fund FundJoint
      Traded Sep 5, 2019 · disclosed 40 days later
      $1,001 - $15,000
      Since the traden/a
    • bought Strategic Storage Trust IV Inc Cl T Joint
      Traded Sep 5, 2019 · disclosed 40 days later
      $500,001 - $1,000,000
      Since the traden/a

    Back to the top of this report

20. Filed Sep 16, 201927 trades in this report
    • bought Jnl/mellon Equity Income Other assetJoint
      Traded Aug 22, 2019 · disclosed 25 days later
      $100,001 - $250,000
      Since the traden/a
    • bought Jnl S&P Dividend Income and Growth Other assetJoint
      Traded Aug 22, 2019 · disclosed 25 days later
      $100,001 - $250,000
      Since the traden/a
    • bought Jnl/mellon Nasdaq 100 Other assetJoint
      Traded Aug 22, 2019 · disclosed 25 days later
      $100,001 - $250,000
      Since the traden/a
    Show the other 24 trades in this reportShow fewer

    • bought Jnl/mellon S&P 400 Midcap 400 Index Other assetJoint
      Traded Aug 22, 2019 · disclosed 25 days later
      $100,001 - $250,000
      Since the traden/a
    • bought Jnl/mellon Information Technoloty Sector Other assetJoint
      Traded Aug 22, 2019 · disclosed 25 days later
      $50,001 - $100,000
      Since the traden/a
    • bought Jnl/firststate Global Infrastructure Other assetJoint
      Traded Aug 22, 2019 · disclosed 25 days later
      $50,001 - $100,000
      Since the traden/a
    • bought Jnl Famco Flec Core Coverd Call OptionJoint
      Traded Aug 22, 2019 · disclosed 25 days later
      $50,001 - $100,000
      Since the traden/a
    • bought Jnl/pimco Investment Grade Bond Fund FundJoint
      Traded Aug 22, 2019 · disclosed 25 days later
      $50,001 - $100,000
      Since the traden/a
    • bought Barclays Bank Mtn 06747ndu5 BondJoint
      Traded Aug 22, 2019 · disclosed 25 days later
      $250,001 - $500,000
      Since the traden/a
    • bought Jnl / Franklin Templeton Global Bond BondJoint
      Traded Aug 22, 2019 · disclosed 25 days later
      $50,001 - $100,000
      Since the traden/a
    • bought Jnl iShares Tactical Growth FundJoint
      Traded Aug 22, 2019 · disclosed 25 days later
      $100,001 - $250,000
      Since the traden/a
    • bought OKE ONEOK Joint
      Traded Aug 14, 2019 · disclosed 33 days later
      $1,001 - $15,000
      Since the trade+35.8% since the tradeEstimated entry price $67.71, close on Wed Aug 14, 2019Current price $91.94, close on Tue Nov 3
    • bought NGL NGL Energy Partners Joint
      Traded Aug 14, 2019 · disclosed 33 days later
      $1,001 - $15,000
      Since the trade+25.8% since the tradeEstimated entry price $13.01, close on Wed Aug 14, 2019Current price $16.37, close on Tue Nov 3
    • bought CLNC Colony Credit Real Estate Joint
      Traded Aug 9, 2019 · disclosed 38 days later
      $1,001 - $15,000
      Since the traden/aNow trading as BRSP
    • bought HON Honeywell International Joint
      Traded Aug 7, 2019 · disclosed 40 days later
      $50,001 - $100,000
      Since the traden/a
    • bought CL Colgate-Palmolive Joint
      Traded Aug 7, 2019 · disclosed 40 days later
      $15,001 - $50,000
      Since the trade+35.7% since the tradeEstimated entry price $70.44, close on Wed Aug 7, 2019Current price $95.62, close on Tue Nov 3
    • bought INTC Intel Joint
      Traded Aug 7, 2019 · disclosed 40 days later
      $50,001 - $100,000
      Since the trade+29.6% since the tradeEstimated entry price $46.73, close on Wed Aug 7, 2019Current price $60.55, close on Tue Nov 3
    • bought Fs Energy and Power Joint
      Traded Aug 7, 2019 · disclosed 40 days later
      $1,001 - $15,000
      Since the traden/a
    • bought DHR Danaher Joint
      Traded Aug 7, 2019 · disclosed 40 days later
      $15,001 - $50,000
      Since the traden/a
    • bought KO Coca-Cola Joint
      Traded Aug 7, 2019 · disclosed 40 days later
      $15,001 - $50,000
      Since the trade+78.3% since the tradeEstimated entry price $53.18, close on Wed Aug 7, 2019Current price $94.80, close on Tue Nov 3
    • bought XOM ExxonMobil Holdings Joint
      Traded Aug 7, 2019 · disclosed 40 days later
      $50,001 - $100,000
      Since the trade+151.7% since the tradeEstimated entry price $70.50, close on Wed Aug 7, 2019Current price $177.46, close on Tue Nov 3
    • bought EL Estée Lauder Joint
      Traded Aug 7, 2019 · disclosed 40 days later
      $50,001 - $100,000
      Since the trade-42.3% since the tradeEstimated entry price $182.59, close on Wed Aug 7, 2019Current price $105.39, close on Tue Nov 3
    • bought CB Chubb Joint
      Traded Aug 7, 2019 · disclosed 40 days later
      $15,001 - $50,000
      Since the trade+137.8% since the tradeEstimated entry price $154.15, close on Wed Aug 7, 2019Current price $366.54, close on Tue Nov 3
    • bought ICLR ICON Joint
      Traded Aug 7, 2019 · disclosed 40 days later
      $50,001 - $100,000
      Since the trade+32.6% since the tradeEstimated entry price $153.69, close on Wed Aug 7, 2019Current price $203.77, close on Tue Nov 3
    • bought LIN Linde Joint
      Traded Aug 7, 2019 · disclosed 40 days later
      $50,001 - $100,000
      Since the trade+168.1% since the tradeEstimated entry price $190.78, close on Wed Aug 7, 2019Current price $511.55, close on Tue Nov 3
    • bought PG Procter & Gamble Joint
      Traded Aug 7, 2019 · disclosed 40 days later
      $15,001 - $50,000
      Since the trade+40.3% since the tradeEstimated entry price $115.52, close on Wed Aug 7, 2019Current price $162.06, close on Tue Nov 3
    • bought Fs Investment Corp II Com Joint
      Traded Aug 2, 2019 · disclosed 45 days later
      $1,001 - $15,000
      Since the traden/a

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