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 Oct 13, 202620 trades in this report
   • sold NEE NextEra Energy Joint
     Traded Oct 2, 2026 · disclosed 11 days later
     $15,001 - $50,000
     Since the trade+6.8% since the saleEstimated exit price $76.83, close on Fri Oct 2Current price $82.04, close on Mon Oct 26
   • sold Virtus Artificial Intelligence & Technology Opportunities Fund FundJoint
     Traded Sep 23, 2026 · disclosed 20 days later
     $15,001 - $50,000
     Since the traden/a
   • sold UNH UnitedHealth Group Joint
     Traded Sep 23, 2026 · disclosed 20 days later
     $15,001 - $50,000
     Since the trade+10.6% since the saleEstimated exit price $371.29, close on Wed Sep 23Current price $410.70, close on Mon Oct 26
   Show the other 17 trades in this reportShow fewer

   • sold SBUX Starbucks Joint
     Traded Sep 23, 2026 · disclosed 20 days later
     $15,001 - $50,000
     Since the trade+9.1% since the saleEstimated exit price $94.14, close on Wed Sep 23Current price $102.69, close on Mon Oct 26
   • sold DVN Devon Energy Joint
     Traded Sep 23, 2026 · disclosed 20 days later
     $50,001 - $100,000
     Since the trade+7.5% since the saleEstimated exit price $48.04, close on Wed Sep 23Current price $51.64, close on Mon Oct 26
   • sold DVN Devon Energy Joint
     Traded Sep 23, 2026 · disclosed 20 days later
     $15,001 - $50,000
     Since the trade+7.5% since the saleEstimated exit price $48.04, close on Wed Sep 23Current price $51.64, close on Mon Oct 26
   • sold MRSH Marsh & McLennan Joint
     Traded Sep 23, 2026 · disclosed 20 days later
     $50,001 - $100,000
     Since the traden/a
   • sold CVX Chevron Joint
     Traded Sep 23, 2026 · disclosed 20 days later
     $15,001 - $50,000
     Since the trade+12.9% since the saleEstimated exit price $205.51, close on Wed Sep 23Current price $232.01, close on Mon Oct 26
   • sold HD Home Depot Joint
     Traded Sep 23, 2026 · disclosed 20 days later
     $1,001 - $15,000
     Since the trade+7.6% since the saleEstimated exit price $296.72, close on Wed Sep 23Current price $319.38, close on Mon Oct 26
   • sold LMT Lockheed Martin Joint
     Traded Sep 23, 2026 · disclosed 20 days later
     $15,001 - $50,000
     Since the trade+21.1% since the saleEstimated exit price $524.68, close on Wed Sep 23Current price $635.20, close on Mon Oct 26
   • sold CB Chubb Joint
     Traded Sep 23, 2026 · disclosed 20 days later
     $1,001 - $15,000
     Since the trade+6.4% since the saleEstimated exit price $335.21, close on Wed Sep 23Current price $356.74, close on Mon Oct 26
   • bought Pontotoc Cnty OKLA Edl Facs Auth 5.00% Due Sep 1, 2028 BondJoint
     Traded Sep 21, 2026 · disclosed 22 days later
     $50,001 - $100,000
     Since the traden/a
   • bought Oklahoma Dept Transn REV Gan SER 2018 A 5.00% Due Sep 1, 2033 BondJoint
     Traded Sep 21, 2026 · disclosed 22 days later
     $15,001 - $50,000
     Since the traden/a
   • bought Grady Cnty OKLA Sch Fin Auh Edl Facs 5.00% Due Sep 1, 2033 BondJoint
     Traded Sep 18, 2026 · disclosed 25 days later
     $15,001 - $50,000
     Since the traden/a
   • sold LIN Linde Joint
     Traded Sep 17, 2026 · disclosed 26 days later
     $15,001 - $50,000
     Since the trade+10.7% since the saleEstimated exit price $458.48, close on Thu Sep 17Current price $507.56, close on Mon Oct 26
   • sold LOW Lowe's Joint
     Traded Sep 17, 2026 · disclosed 26 days later
     $1,001 - $15,000
     Since the trade+2.1% since the saleEstimated exit price $194.19, close on Thu Sep 17Current price $198.22, close on Mon Oct 26
   • sold ROK Rockwell Automation Joint
     Traded Sep 17, 2026 · disclosed 26 days later
     $15,001 - $50,000
     Since the trade+4.8% since the saleEstimated exit price $410.05, close on Thu Sep 17Current price $429.89, close on Mon Oct 26
   • sold LMT Lockheed Martin Joint
     Traded Sep 17, 2026 · disclosed 26 days later
     $15,001 - $50,000
     Since the trade+18.0% since the saleEstimated exit price $538.09, close on Thu Sep 17Current price $635.20, close on Mon Oct 26
   • sold MRSH Marsh & McLennan Joint
     Traded Sep 17, 2026 · disclosed 26 days later
     $50,001 - $100,000
     Since the traden/a
   • sold EMR Emerson Electric Joint
     Traded Sep 17, 2026 · disclosed 26 days later
     $15,001 - $50,000
     Since the trade+9.7% since the saleEstimated exit price $147.40, close on Thu Sep 17Current price $161.70, close on Mon Oct 26

   Back to the top of this report

2. Filed Sep 25, 202687 trades in this report
   • sold STX Seagate Technology Holdings
     Traded Sep 15, 2026 · disclosed 10 days later
     $1,001 - $15,000
     Since the trade-16.5% since the saleEstimated exit price $771.81, close on Tue Sep 15Current price $644.21, close on Mon Oct 26
   • bought Oklahoma ST Capitol Impt Auth ST Facs 5.00% Due Jan 1, 2034 REV BDS Capitol Repair Proj SER. 2019 BondJoint
     Traded Sep 15, 2026 · disclosed 10 days later
     $15,001 - $50,000
     Since the traden/a
   • sold TJX
     Traded Sep 15, 2026 · disclosed 10 days later
     $1,001 - $15,000
     Since the trade+15.3% since the saleEstimated exit price $124.60, close on Tue Sep 15Current price $143.70, close on Mon Oct 26
   Show 57 more (60 of 87 here; all 87 on Kevin Hern's page)Show fewer

   • sold STE STERIS
     Traded Sep 15, 2026 · disclosed 10 days later
     $15,001 - $50,000
     Since the trade+9.4% since the saleEstimated exit price $210.28, close on Tue Sep 15Current price $230.12, close on Mon Oct 26
   • sold CNP CenterPoint Energy
     Traded Sep 15, 2026 · disclosed 10 days later
     $15,001 - $50,000
     Since the trade+8.5% since the saleEstimated exit price $37.98, close on Tue Sep 15Current price $41.20, close on Mon Oct 26
   • sold MRSH Marsh & McLennan Joint
     Traded Sep 14, 2026 · disclosed 11 days later
     $1,001 - $15,000
     Since the traden/a
   • sold EMR Emerson Electric Joint
     Traded Sep 14, 2026 · disclosed 11 days later
     $1,001 - $15,000
     Since the trade+9.0% since the saleEstimated exit price $148.30, close on Mon Sep 14Current price $161.70, close on Mon Oct 26
   • sold HD Home Depot Joint
     Traded Sep 14, 2026 · disclosed 11 days later
     $15,001 - $50,000
     Since the trade+2.7% since the saleEstimated exit price $310.87, close on Mon Sep 14Current price $319.38, close on Mon Oct 26
   • sold DVN Devon Energy Joint
     Traded Sep 14, 2026 · disclosed 11 days later
     $15,001 - $50,000
     Since the trade+3.8% since the saleEstimated exit price $49.73, close on Mon Sep 14Current price $51.64, close on Mon Oct 26
   • sold Virtus Artificial Intelligence & Technology Opportunities Fund FundJoint
     Traded Sep 14, 2026 · disclosed 11 days later
     $15,001 - $50,000
     Since the traden/a
   • sold HD Home Depot Joint
     Traded Sep 14, 2026 · disclosed 11 days later
     $1,001 - $15,000
     Since the trade+2.7% since the saleEstimated exit price $310.87, close on Mon Sep 14Current price $319.38, close on Mon Oct 26
   • sold IQV IQVIA Holdings Joint
     Traded Sep 14, 2026 · disclosed 11 days later
     $15,001 - $50,000
     Since the trade+2.9% since the saleEstimated exit price $265.67, close on Mon Sep 14Current price $273.29, close on Mon Oct 26
   • bought Jackson Cnty OKLA Facs Auth Sales Tax 2.25% Due Oct 1, 2029 REV BDS Courthouse Proj SER. 2022 BondJoint
     Traded Sep 14, 2026 · disclosed 11 days later
     $15,001 - $50,000
     Since the traden/a
   • sold CDNS Cadence Design Systems Joint
     Traded Sep 14, 2026 · disclosed 11 days later
     $15,001 - $50,000
     Since the trade+15.4% since the saleEstimated exit price $279.06, close on Mon Sep 14Current price $322.17, close on Mon Oct 26
   • sold NEE NextEra Energy Joint
     Traded Sep 14, 2026 · disclosed 11 days later
     $15,001 - $50,000
     Since the trade+0.5% since the saleEstimated exit price $81.63, close on Mon Sep 14Current price $82.04, close on Mon Oct 26
   • sold EMR Emerson Electric Joint
     Traded Sep 14, 2026 · disclosed 11 days later
     $15,001 - $50,000
     Since the trade+9.0% since the saleEstimated exit price $148.30, close on Mon Sep 14Current price $161.70, close on Mon Oct 26
   • sold ROK Rockwell Automation Joint
     Traded Sep 14, 2026 · disclosed 11 days later
     $15,001 - $50,000
     Since the trade+2.6% since the saleEstimated exit price $418.85, close on Mon Sep 14Current price $429.89, close on Mon Oct 26
   • exchanged OKE ONEOK Joint
     Traded Sep 11, 2026 · disclosed 14 days later
     $100,001 - $250,000
     Since the trade-0.3% since the tradeEstimated price on trade date $96.62, close on Fri Sep 11Current price $96.36, close on Mon Oct 26
   • exchanged OKE ONEOK Joint
     Traded Sep 11, 2026 · disclosed 14 days later
     $500,001 - $1,000,000
     Since the trade-0.3% since the tradeEstimated price on trade date $96.62, close on Fri Sep 11Current price $96.36, close on Mon Oct 26
   • sold ETN Eaton
     Traded Sep 10, 2026 · disclosed 15 days later
     $1,001 - $15,000
     Since the trade-9.1% since the saleEstimated exit price $409.15, close on Thu Sep 10Current price $371.92, close on Mon Oct 26
   • sold HD Home Depot Joint
     Traded Sep 10, 2026 · disclosed 15 days later
     $15,001 - $50,000
     Since the trade+4.5% since the saleEstimated exit price $305.69, close on Thu Sep 10Current price $319.38, close on Mon Oct 26
   • sold NVO Novo Nordisk A/S
     Traded Sep 10, 2026 · disclosed 15 days later
     $1,001 - $15,000
     Since the trade-11.1% since the saleEstimated exit price $44.01, close on Thu Sep 10Current price $39.13, close on Mon Oct 26
   • sold UNH UnitedHealth Group Joint
     Traded Sep 10, 2026 · disclosed 15 days later
     $15,001 - $50,000
     Since the trade+5.8% since the saleEstimated exit price $388.28, close on Thu Sep 10Current price $410.70, close on Mon Oct 26
   • sold BSX Boston Scientific Joint
     Traded Sep 9, 2026 · disclosed 16 days later
     $50,001 - $100,000
     Since the trade+1.4% since the saleEstimated exit price $44.96, close on Wed Sep 9Current price $45.58, close on Mon Oct 26
   • sold MRSH Marsh & McLennan Joint
     Traded Sep 9, 2026 · disclosed 16 days later
     $100,001 - $250,000
     Since the traden/a
   • sold PTC Joint
     Traded Sep 9, 2026 · disclosed 16 days later
     $50,001 - $100,000
     Since the trade+50.7% since the saleEstimated exit price $128.89, close on Wed Sep 9Current price $194.25, close on Mon Oct 26
   • bought Tulsa OKLA Met UTIL Auth UTIL REV UTIL 3.00% Due Apr 1, 2029 REV BDS SER. BondJoint
     Traded Sep 9, 2026 · disclosed 16 days later
     $15,001 - $50,000
     Since the traden/a
   • sold ITW Illinois Tool Works Joint
     Traded Sep 9, 2026 · disclosed 16 days later
     $15,001 - $50,000
     Since the trade+4.6% since the saleEstimated exit price $263.99, close on Wed Sep 9Current price $276.22, close on Mon Oct 26
   • sold ETV Eaton Vance Tax-Managed Buy-Write Opportunities Fund FundDependent child
     Traded Sep 8, 2026 · disclosed 17 days later
     $1,001 - $15,000
     Since the traden/a
   • bought Arbuckle Mem Hosp Auth OKLA Sales Tax 3.00% Due Jan 1, 2027 REV BDS SER. 2018 BondJoint
     Traded Sep 8, 2026 · disclosed 17 days later
     $15,001 - $50,000
     Since the traden/a
   • sold IQV IQVIA Holdings Dependent child
     Traded Sep 8, 2026 · disclosed 17 days later
     $1,001 - $15,000
     Since the trade+5.4% since the saleEstimated exit price $259.21, close on Tue Sep 8Current price $273.29, close on Mon Oct 26
   • sold AAPL Apple Dependent child
     Traded Sep 8, 2026 · disclosed 17 days later
     $1,001 - $15,000
     Since the trade+8.8% since the saleEstimated exit price $316.22, close on Tue Sep 8Current price $343.91, close on Mon Oct 26
   • sold BSX Boston Scientific Joint
     Traded Sep 4, 2026 · disclosed 21 days later
     $50,001 - $100,000
     Since the trade-4.6% since the saleEstimated exit price $47.80, close on Fri Sep 4Current price $45.58, close on Mon Oct 26
   • sold OKE ONEOK Joint
     Traded Sep 4, 2026 · disclosed 21 days later
     $15,001 - $50,000
     Since the trade+1.0% since the saleEstimated exit price $95.43, close on Fri Sep 4Current price $96.36, close on Mon Oct 26
   • sold ITW Illinois Tool Works Joint
     Traded Sep 4, 2026 · disclosed 21 days later
     $50,001 - $100,000
     Since the trade+2.3% since the saleEstimated exit price $270.12, close on Fri Sep 4Current price $276.22, close on Mon Oct 26
   • bought Oklahoma City OKLA Arpt Trust JR Lien 5.00% Due Jul 1, 2034 Tax Exempt BDS SER. 33 BondJoint
     Traded Sep 4, 2026 · disclosed 21 days later
     $50,001 - $100,000
     Since the traden/a
   • sold DVN Devon Energy Joint
     Traded Sep 4, 2026 · disclosed 21 days later
     $100,001 - $250,000
     Since the trade+7.4% since the saleEstimated exit price $48.06, close on Fri Sep 4Current price $51.64, close on Mon Oct 26
   • sold IQV IQVIA Holdings Dependent child
     Traded Sep 3, 2026 · disclosed 22 days later
     $1,001 - $15,000
     Since the trade+0.6% since the saleEstimated exit price $271.62, close on Thu Sep 3Current price $273.29, close on Mon Oct 26
   • sold VUZI Vuzix Dependent child
     Traded Sep 3, 2026 · disclosed 22 days later
     $1,001 - $15,000
     Since the traden/a
   • sold BSX Boston Scientific Dependent child
     Traded Sep 3, 2026 · disclosed 22 days later
     $1,001 - $15,000
     Since the trade-2.9% since the saleEstimated exit price $46.95, close on Thu Sep 3Current price $45.58, close on Mon Oct 26
   • bought Jenks OKLA Unltd Tax GO BDS SER. 2020 2.00% Due Nov 1, 2028 BondJoint
     Traded Sep 3, 2026 · disclosed 22 days later
     $15,001 - $50,000
     Since the traden/a
   • sold AIO Virtus Artificial Intelligence & Technology Opportunities Fund FundDependent child
     Traded Sep 3, 2026 · disclosed 22 days later
     $1,001 - $15,000
     Since the traden/a
   • sold ITW Illinois Tool Works Joint
     Traded Sep 2, 2026 · disclosed 23 days later
     $15,001 - $50,000
     Since the trade+2.6% since the saleEstimated exit price $269.09, close on Wed Sep 2Current price $276.22, close on Mon Oct 26
   • sold CL Colgate-Palmolive Joint
     Traded Sep 2, 2026 · disclosed 23 days later
     $1,001 - $15,000
     Since the trade+3.3% since the saleEstimated exit price $90.10, close on Wed Sep 2Current price $93.10, close on Mon Oct 26
   • sold SBUX Starbucks Joint
     Traded Sep 2, 2026 · disclosed 23 days later
     $1,001 - $15,000
     Since the trade-3.8% since the saleEstimated exit price $106.72, close on Wed Sep 2Current price $102.69, close on Mon Oct 26
   • sold NEE NextEra Energy Joint
     Traded Sep 2, 2026 · disclosed 23 days later
     $1,001 - $15,000
     Since the trade-1.3% since the saleEstimated exit price $83.10, close on Wed Sep 2Current price $82.04, close on Mon Oct 26
   • sold CDNS Cadence Design Systems Joint
     Traded Sep 2, 2026 · disclosed 23 days later
     $15,001 - $50,000
     Since the trade+5.1% since the saleEstimated exit price $306.67, close on Wed Sep 2Current price $322.17, close on Mon Oct 26
   • sold LMT Lockheed Martin Joint
     Traded Sep 2, 2026 · disclosed 23 days later
     $15,001 - $50,000
     Since the trade+19.5% since the saleEstimated exit price $531.55, close on Wed Sep 2Current price $635.20, close on Mon Oct 26
   • sold LOW Lowe's Joint
     Traded Sep 2, 2026 · disclosed 23 days later
     $1,001 - $15,000
     Since the trade-0.8% since the saleEstimated exit price $199.84, close on Wed Sep 2Current price $198.22, close on Mon Oct 26
   • sold MRSH Marsh & McLennan Joint
     Traded Sep 2, 2026 · disclosed 23 days later
     $1,001 - $15,000
     Since the traden/a
   • sold DHR Danaher Joint
     Traded Sep 2, 2026 · disclosed 23 days later
     $1,001 - $15,000
     Since the trade+11.0% since the saleEstimated exit price $209.91, close on Wed Sep 2Current price $232.96, close on Mon Oct 26
   • sold HD Home Depot Joint
     Traded Sep 2, 2026 · disclosed 23 days later
     $15,001 - $50,000
     Since the trade+0.3% since the saleEstimated exit price $318.51, close on Wed Sep 2Current price $319.38, close on Mon Oct 26
   • sold LIN Linde Joint
     Traded Sep 2, 2026 · disclosed 23 days later
     $15,001 - $50,000
     Since the trade+4.1% since the saleEstimated exit price $487.45, close on Wed Sep 2Current price $507.56, close on Mon Oct 26
   • sold ORLY O'Reilly Automotive Joint
     Traded Sep 2, 2026 · disclosed 23 days later
     $15,001 - $50,000
     Since the trade+4.7% since the saleEstimated exit price $86.97, close on Wed Sep 2Current price $91.05, close on Mon Oct 26
   • sold ROK Rockwell Automation Joint
     Traded Sep 2, 2026 · disclosed 23 days later
     $15,001 - $50,000
     Since the trade+1.1% since the saleEstimated exit price $425.36, close on Wed Sep 2Current price $429.89, close on Mon Oct 26
   • sold TJX Joint
     Traded Sep 2, 2026 · disclosed 23 days later
     $15,001 - $50,000
     Since the trade+9.4% since the saleEstimated exit price $131.31, close on Wed Sep 2Current price $143.70, close on Mon Oct 26
   • sold CXT Crane Nxt Joint
     Traded Aug 31, 2026 · disclosed 25 days later
     $15,001 - $50,000
     Since the trade+16.4% since the saleEstimated exit price $48.90, close on Mon Aug 31Current price $56.94, close on Mon Oct 26
   • sold LIN Linde Joint
     Traded Aug 31, 2026 · disclosed 25 days later
     $15,001 - $50,000
     Since the trade+3.7% since the saleEstimated exit price $489.58, close on Mon Aug 31Current price $507.56, close on Mon Oct 26
   • sold CR Crane Joint
     Traded Aug 31, 2026 · disclosed 25 days later
     $50,001 - $100,000
     Since the trade-7.1% since the saleEstimated exit price $205.07, close on Mon Aug 31Current price $190.48, close on Mon Oct 26
   • sold DVN Devon Energy Joint
     Traded Aug 31, 2026 · disclosed 25 days later
     $100,001 - $250,000
     Since the trade+6.5% since the saleEstimated exit price $48.51, close on Mon Aug 31Current price $51.64, close on Mon Oct 26

   Back to the top of this report · All 87 trades on Kevin Hern's page

3. Filed Sep 1, 202628 trades in this report
   • sold LOW Lowe's Joint
     Traded Aug 24, 2026 · disclosed 8 days later
     $1,001 - $15,000
     Since the trade-8.6% since the saleEstimated exit price $216.98, close on Mon Aug 24Current price $198.22, close on Mon Oct 26
   • sold PG Procter & Gamble Joint
     Traded Aug 24, 2026 · disclosed 8 days later
     $50,001 - $100,000
     Since the trade+9.1% since the saleEstimated exit price $146.60, close on Mon Aug 24Current price $159.92, close on Mon Oct 26
   • sold MDT Medtronic Joint
     Traded Aug 24, 2026 · disclosed 8 days later
     $15,001 - $50,000
     Since the trade+2.0% since the saleEstimated exit price $92.90, close on Mon Aug 24Current price $94.79, close on Mon Oct 26
   Show the other 25 trades in this reportShow fewer

   • sold HD Home Depot Joint
     Traded Aug 24, 2026 · disclosed 8 days later
     $50,001 - $100,000
     Since the trade-5.3% since the saleEstimated exit price $337.43, close on Mon Aug 24Current price $319.38, close on Mon Oct 26
   • bought Canadian Cnty OKLA Edl Facs Auth Edl 3.00% Due Sep 1, 2029 BondJoint
     Traded Aug 24, 2026 · disclosed 8 days later
     $100,001 - $250,000
     Since the traden/a
   • sold MRSH Marsh & McLennan Joint
     Traded Aug 24, 2026 · disclosed 8 days later
     $1,001 - $15,000
     Since the traden/a
   • sold VLTO Veralto Joint
     Traded Aug 21, 2026 · disclosed 11 days later
     $1,001 - $15,000
     Since the trade+4.6% since the saleEstimated exit price $98.77, close on Fri Aug 21Current price $103.35, close on Mon Oct 26
   • sold MSFT Microsoft Joint
     Traded Aug 21, 2026 · disclosed 11 days later
     $15,001 - $50,000
     Since the trade+10.2% since the saleEstimated exit price $483.24, close on Fri Aug 21Current price $532.60, close on Mon Oct 26
   • sold HONA Honeywell Aerospace Joint
     Traded Aug 19, 2026 · disclosed 13 days later
     $15,001 - $50,000
     Since the trade-1.0% since the saleEstimated exit price $170.37, close on Wed Aug 19Current price $168.64, close on Mon Oct 26
   • sold CL Colgate-Palmolive Joint
     Traded Aug 19, 2026 · disclosed 13 days later
     $1,001 - $15,000
     Since the trade+2.5% since the saleEstimated exit price $90.87, close on Wed Aug 19Current price $93.10, close on Mon Oct 26
   • sold BIIB Biogen
     Traded Aug 18, 2026 · disclosed 14 days later
     $1,001 - $15,000
     Since the trade+18.7% since the saleEstimated exit price $212.55, close on Tue Aug 18Current price $252.26, close on Mon Oct 26
   • sold KMB Kimberly-Clark
     Traded Aug 18, 2026 · disclosed 14 days later
     $1,001 - $15,000
     Since the trade+1.8% since the saleEstimated exit price $107.72, close on Tue Aug 18Current price $109.63, close on Mon Oct 26
   • sold BUD Anheuser-Busch InBev SA/NV
     Traded Aug 18, 2026 · disclosed 14 days later
     $1,001 - $15,000
     Since the trade+5.9% since the saleEstimated exit price $77.43, close on Tue Aug 18Current price $81.98, close on Mon Oct 26
   • sold ICLR ICON Joint
     Traded Aug 14, 2026 · disclosed 18 days later
     $15,001 - $50,000
     Since the trade+12.6% since the saleEstimated exit price $163.15, close on Fri Aug 14Current price $183.78, close on Mon Oct 26
   • sold ADBE Adobe Joint
     Traded Aug 14, 2026 · disclosed 18 days later
     $15,001 - $50,000
     Since the trade-2.0% since the saleEstimated exit price $264.02, close on Fri Aug 14Current price $258.62, close on Mon Oct 26
   • sold CARR Carrier Global Joint
     Traded Aug 14, 2026 · disclosed 18 days later
     $1,001 - $15,000
     Since the trade-10.1% since the saleEstimated exit price $62.78, close on Fri Aug 14Current price $56.44, close on Mon Oct 26
   • sold VLTO Veralto Joint
     Traded Aug 14, 2026 · disclosed 18 days later
     $1,001 - $15,000
     Since the trade+5.8% since the saleEstimated exit price $97.68, close on Fri Aug 14Current price $103.35, close on Mon Oct 26
   • sold BA Boeing Joint
     Traded Aug 13, 2026 · disclosed 19 days later
     $1,001 - $15,000
     Since the trade-18.2% since the saleEstimated exit price $230.33, close on Thu Aug 13Current price $188.31, close on Mon Oct 26
   • sold WAT Waters Joint
     Traded Aug 13, 2026 · disclosed 19 days later
     $1,001 - $15,000
     Since the trade+10.3% since the saleEstimated exit price $413.51, close on Thu Aug 13Current price $455.98, close on Mon Oct 26
   • sold HRL Hormel Foods
     Traded Aug 13, 2026 · disclosed 19 days later
     $1,001 - $15,000
     Since the trade-14.3% since the saleEstimated exit price $24.44, close on Thu Aug 13Current price $20.95, close on Mon Oct 26
   • sold NKE NIKE
     Traded Aug 13, 2026 · disclosed 19 days later
     $1,001 - $15,000
     Since the trade-8.1% since the saleEstimated exit price $41.23, close on Thu Aug 13Current price $37.91, close on Mon Oct 26
   • sold GAP
     Traded Aug 13, 2026 · disclosed 19 days later
     $1,001 - $15,000
     Since the trade+9.2% since the saleEstimated exit price $20.39, close on Thu Aug 13Current price $22.26, close on Mon Oct 26
   • sold BA Boeing Joint
     Traded Aug 13, 2026 · disclosed 19 days later
     $15,001 - $50,000
     Since the trade-18.2% since the saleEstimated exit price $230.33, close on Thu Aug 13Current price $188.31, close on Mon Oct 26
   • sold OTIS Otis Worldwide Joint
     Traded Aug 10, 2026 · disclosed 22 days later
     $1,001 - $15,000
     Since the trade+3.3% since the saleEstimated exit price $72.87, close on Mon Aug 10Current price $75.27, close on Mon Oct 26
   • sold DIS Walt Disney Joint
     Traded Aug 10, 2026 · disclosed 22 days later
     $15,001 - $50,000
     Since the trade+7.0% since the saleEstimated exit price $103.18, close on Mon Aug 10Current price $110.40, close on Mon Oct 26
   • sold PG Procter & Gamble Joint
     Traded Aug 5, 2026 · disclosed 27 days later
     $1,001 - $15,000
     Since the trade+8.9% since the saleEstimated exit price $146.80, close on Wed Aug 5Current price $159.92, close on Mon Oct 26
   • sold ALC Alcon
     Traded Aug 5, 2026 · disclosed 27 days later
     $1,001 - $15,000
     Since the trade-0.8% since the saleEstimated exit price $70.57, close on Wed Aug 5Current price $69.99, close on Mon Oct 26
   • sold SOLS Solstice Advanced Materials Joint
     Traded Aug 5, 2026 · disclosed 27 days later
     $1,001 - $15,000
     Since the trade-3.4% since the saleEstimated exit price $62.50, close on Wed Aug 5Current price $60.38, close on Mon Oct 26

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4. Filed Aug 10, 202613 trades in this report
   • sold OGN Organon Joint
     Traded Aug 5, 2026 · disclosed 5 days later
     $1,001 - $15,000
     Since the trade+1.3% since the saleEstimated exit price $13.57, close on Wed Aug 5Current price $13.74, close on Mon Oct 26
   • sold DEO Diageo Joint
     Traded Aug 5, 2026 · disclosed 5 days later
     $1,001 - $15,000
     Since the trade+6.8% since the saleEstimated exit price $88.43, close on Wed Aug 5Current price $94.41, close on Mon Oct 26
   • sold CMCSA Comcast Joint
     Traded Aug 5, 2026 · disclosed 5 days later
     $1,001 - $15,000
     Since the trade-10.9% since the saleEstimated exit price $24.75, close on Wed Aug 5Current price $22.05, close on Mon Oct 26
   Show the other 10 trades in this reportShow fewer

   • sold EL Estée Lauder Joint
     Traded Aug 5, 2026 · disclosed 5 days later
     $1,001 - $15,000
     Since the trade+25.1% since the saleEstimated exit price $86.96, close on Wed Aug 5Current price $108.82, close on Mon Oct 26
   • sold KVUE Kenvue Joint
     Traded Aug 5, 2026 · disclosed 5 days later
     $1,001 - $15,000
     Since the trade-0.9% since the saleEstimated exit price $19.67, close on Wed Aug 5Current price $19.50, close on Mon Oct 26
   • sold VSNT Versant Media Group Joint
     Traded Aug 5, 2026 · disclosed 5 days later
     $1,001 - $15,000
     Since the trade-14.4% since the saleEstimated exit price $35.79, close on Wed Aug 5Current price $30.63, close on Mon Oct 26
   • sold MDLZ Mondelez International Joint
     Traded Aug 5, 2026 · disclosed 5 days later
     $1,001 - $15,000
     Since the trade+0.6% since the saleEstimated exit price $62.60, close on Wed Aug 5Current price $62.97, close on Mon Oct 26
   • bought Caddo Cnty OKLA Governmental Bldg 5.00% Due Sep 1, 2030 BondJoint
     Traded Jul 24, 2026 · disclosed 17 days later
     $50,001 - $100,000
     Since the traden/a
   • bought Tulsa Cnty OKLA Indpt Sch Dist No 2.00% Due Sep 1, 2026 BondJoint
     Traded Jul 24, 2026 · disclosed 17 days later
     $100,001 - $250,000
     Since the traden/a
   • bought Kingfisher Cnty OKLA Edl Facs Auth Edl 3.00% Due Mar 1, 2031 BondJoint
     Traded Jul 20, 2026 · disclosed 21 days later
     $100,001 - $250,000
     Since the traden/a
   • bought Grand River Dam Auth OKLA REV REV BDS 3.125% Due Jun 1, 2029 BondJoint
     Traded Jul 20, 2026 · disclosed 21 days later
     $15,001 - $50,000
     Since the traden/a
   • bought Oklahoma Cnty OKLA Fin Auth Lease REV 3.00% Due Dec 1, 2028 BondJoint
     Traded Jul 17, 2026 · disclosed 24 days later
     $15,001 - $50,000
     Since the traden/a
   • bought Edmond OKLA Pub Wks Auth Sales Tax & 3.00% Due Jul 1, 2033 BondJoint
     Traded Jul 16, 2026 · disclosed 25 days later
     $15,001 - $50,000
     Since the traden/a

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5. Filed Jul 16, 20262 trades in this report
   • exchanged XOM ExxonMobil Holdings Joint
     Traded Jul 2, 2026 · disclosed 14 days later
     $100,001 - $250,000
     Since the trade+34.6% since the tradeEstimated price on trade date $137.09, close on Thu Jul 2Current price $184.54, close on Mon Oct 26
   • exchanged HONAV Honeywell Aerospace Inc. Common Stock When Issued Joint
     Traded Jun 29, 2026 · disclosed 17 days later
     $15,001 - $50,000
     Since the traden/a
6. Filed Jun 2, 20263 trades in this report
   • exchanged DVN Devon Energy
     Traded May 8, 2026 · disclosed 25 days later
     $15,001 - $50,000
     Since the trade+13.2% since the tradeEstimated price on trade date $45.61, close on Fri May 8Current price $51.64, close on Mon Oct 26
   • exchanged CTRA Coterra Energy Joint
     Traded May 8, 2026 · disclosed 25 days later
     $15,001 - $50,000
     Since the traden/a
   • sold Morgan Stanley Fin LLC Mtn Zero Cpn Bond
     Traded May 6, 2026 · disclosed 27 days later
     $1,000,001 - $5,000,000
     Since the traden/a
7. Filed May 5, 2026one trade in this report
   • sold Goldman Sachs Mtn Apr 29, 2030 BondJoint
     Traded Apr 29, 2026 · disclosed 6 days later
     $250,001 - $500,000
     Since the traden/a
8. Filed Apr 3, 202616 trades in this report
   • sold EXAS Exact Sciences Dependent child
     Traded Mar 24, 2026 · disclosed 10 days later
     $1,001 - $15,000
     Since the traden/a
   • sold MDT Medtronic Joint
     Traded Mar 20, 2026 · disclosed 14 days later
     $15,001 - $50,000
     Since the trade+10.0% since the saleEstimated exit price $86.16, close on Fri Mar 20Current price $94.79, close on Mon Oct 26
   • sold TROW T. Rowe Price Group Joint
     Traded Mar 20, 2026 · disclosed 14 days later
     $15,001 - $50,000
     Since the trade+20.1% since the saleEstimated exit price $86.19, close on Fri Mar 20Current price $103.49, close on Mon Oct 26
   Show the other 13 trades in this reportShow fewer

   • sold PLD Prologis Joint
     Traded Mar 20, 2026 · disclosed 14 days later
     $50,001 - $100,000
     Since the trade-1.3% since the saleEstimated exit price $128.01, close on Fri Mar 20Current price $126.31, close on Mon Oct 26
   • sold SMA Smartstop Self Storage REIT Joint
     Traded Mar 18, 2026 · disclosed 16 days later
     $500,001 - $1,000,000
     Since the trade+10.0% since the saleEstimated exit price $31.99, close on Wed Mar 18Current price $35.18, close on Mon Oct 26
   • sold TXN Texas Instruments Joint
     Traded Mar 18, 2026 · disclosed 16 days later
     $500,001 - $1,000,000
     Since the trade+56.3% since the saleEstimated exit price $190.78, close on Wed Mar 18Current price $298.12, close on Mon Oct 26
   • sold CTSH Cognizant Technology Solutions Joint
     Traded Mar 17, 2026 · disclosed 17 days later
     $15,001 - $50,000
     Since the trade+13.1% since the saleEstimated exit price $61.32, close on Tue Mar 17Current price $69.34, close on Mon Oct 26
   • sold BDX Becton, Dickinson Joint
     Traded Mar 17, 2026 · disclosed 17 days later
     $15,001 - $50,000
     Since the trade+21.5% since the saleEstimated exit price $161.64, close on Tue Mar 17Current price $196.39, close on Mon Oct 26
   • sold IVZ Invesco Joint
     Traded Mar 17, 2026 · disclosed 17 days later
     $15,001 - $50,000
     Since the trade+20.2% since the saleEstimated exit price $23.73, close on Tue Mar 17Current price $28.53, close on Mon Oct 26
   • sold CMCSA Comcast Joint
     Traded Mar 17, 2026 · disclosed 17 days later
     $15,001 - $50,000
     Since the trade-26.7% since the saleEstimated exit price $30.08, close on Tue Mar 17Current price $22.05, close on Mon Oct 26
   • sold MUA Blackrock Muniassets Fund FundJoint
     Traded Mar 17, 2026 · disclosed 17 days later
     $50,001 - $100,000
     Since the traden/a
   • sold KVUE Kenvue Joint
     Traded Mar 17, 2026 · disclosed 17 days later
     $15,001 - $50,000
     Since the trade+9.7% since the saleEstimated exit price $17.77, close on Tue Mar 17Current price $19.50, close on Mon Oct 26
   • sold IQV IQVIA Holdings Joint
     Traded Mar 16, 2026 · disclosed 18 days later
     $50,001 - $100,000
     Since the trade+65.7% since the saleEstimated exit price $164.89, close on Mon Mar 16Current price $273.29, close on Mon Oct 26
   • sold ACN Accenture Joint
     Traded Mar 16, 2026 · disclosed 18 days later
     $250,001 - $500,000
     Since the trade+24.0% since the saleEstimated exit price $199.31, close on Mon Mar 16Current price $247.23, close on Mon Oct 26
   • sold PRGS Progress Software Joint
     Traded Mar 16, 2026 · disclosed 18 days later
     $50,001 - $100,000
     Since the trade+37.8% since the saleEstimated exit price $33.61, close on Mon Mar 16Current price $46.31, close on Mon Oct 26
   • sold ICLR ICON Joint
     Traded Mar 5, 2026 · disclosed 29 days later
     $100,001 - $250,000
     Since the trade+66.2% since the saleEstimated exit price $110.60, close on Thu Mar 5Current price $183.78, close on Mon Oct 26

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9. Filed Mar 6, 2026one trade in this report
   • exchanged WAT Waters Joint
     Traded Feb 9, 2026 · disclosed 25 days later
     $1,001 - $15,000
     Since the trade+39.0% since the tradeEstimated price on trade date $328.14, close on Mon Feb 9Current price $455.98, close on Mon Oct 26
10. Filed Feb 18, 2026one trade in this report
    • bought Royal Bank of Canada 31F Due Jan 10, 2031 Other assetJoint
      Traded Jan 7, 2026 · disclosed 42 days later
      $250,001 - $500,000
      Since the traden/a
11. Filed Jan 22, 2026one trade in this report
    • sold UNH UnitedHealth Group Joint
      Traded Dec 23, 2025 · disclosed 30 days later
      $250,001 - $500,000
      Since the trade+26.4% since the saleEstimated exit price $324.80, close on Tue Dec 23, 2025Current price $410.70, close on Mon Oct 26
12. Filed Nov 16, 202514 trades in this report
    • sold STX Seagate Technology Holdings
      Traded Oct 28, 2025 · disclosed 19 days later
      $15,001 - $50,000
      Since the trade+188.9% since the saleEstimated exit price $223.00, close on Tue Oct 28, 2025Current price $644.21, close on Mon Oct 26
    • sold BSX Boston Scientific Joint
      Traded Oct 28, 2025 · disclosed 19 days later
      $15,001 - $50,000
      Since the trade-54.9% since the saleEstimated exit price $100.97, close on Tue Oct 28, 2025Current price $45.58, close on Mon Oct 26
    • sold ORLY O'Reilly Automotive Joint
      Traded Oct 28, 2025 · disclosed 19 days later
      $1,001 - $15,000
      Since the trade-5.5% since the saleEstimated exit price $96.30, close on Tue Oct 28, 2025Current price $91.05, close on Mon Oct 26
    Show the other 11 trades in this reportShow fewer

    • sold HD Home Depot
      Traded Oct 28, 2025 · disclosed 19 days later
      $1,001 - $15,000
      Since the trade-17.2% since the saleEstimated exit price $385.75, close on Tue Oct 28, 2025Current price $319.38, close on Mon Oct 26
    • sold CSX
      Traded Oct 28, 2025 · disclosed 19 days later
      $15,001 - $50,000
      Since the trade+43.8% since the saleEstimated exit price $35.68, close on Tue Oct 28, 2025Current price $51.31, close on Mon Oct 26
    • sold MSFT Microsoft Joint
      Traded Oct 28, 2025 · disclosed 19 days later
      $15,001 - $50,000
      Since the trade-1.7% since the saleEstimated exit price $542.07, close on Tue Oct 28, 2025Current price $532.60, close on Mon Oct 26
    • sold ACN Accenture Joint
      Traded Oct 27, 2025 · disclosed 20 days later
      $100,001 - $250,000
      Since the trade-1.4% since the saleEstimated exit price $250.77, close on Mon Oct 27, 2025Current price $247.23, close on Mon Oct 26
    • sold MCD McDonald's Joint
      Traded Oct 23, 2025 · disclosed 24 days later
      $100,001 - $250,000
      Since the trade-18.3% since the saleEstimated exit price $306.97, close on Thu Oct 23, 2025Current price $250.83, close on Mon Oct 26
    • sold MCD McDonald's Joint
      Traded Oct 23, 2025 · disclosed 24 days later
      $1,001 - $15,000
      Since the trade-18.3% since the saleEstimated exit price $306.97, close on Thu Oct 23, 2025Current price $250.83, close on Mon Oct 26
    • bought RBC 11.25% 30F Due Oct 16, 2030 BondJoint
      Traded Oct 10, 2025 · disclosed 37 days later
      $500,001 - $1,000,000
      Since the traden/a
    • bought RBC 11.25% 30F Due Oct 16, 2030 BondJoint
      Traded Oct 10, 2025 · disclosed 37 days later
      $1,000,001 - $5,000,000
      Since the traden/a
    • sold Bnp Paribas Mtn Apr 9, 2030 BondJoint
      Traded Oct 9, 2025 · disclosed 38 days later
      $250,001 - $500,000
      Since the traden/a
    • sold Bnp Paribas Mtn Apr 9, 2030 BondJoint
      Traded Oct 9, 2025 · disclosed 38 days later
      $1,000,001 - $5,000,000
      Since the traden/a
    • sold ETN Eaton
      Traded Oct 6, 2025 · disclosed 41 days later
      $15,001 - $50,000
      Since the trade-2.1% since the saleEstimated exit price $380.02, close on Mon Oct 6, 2025Current price $371.92, close on Mon Oct 26

    Back to the top of this report

13. Filed Oct 16, 20254 trades in this report
    • sold MSFT Microsoft Joint
      Traded Sep 26, 2025 · disclosed 20 days later
      $15,001 - $50,000
      Since the trade+4.1% since the saleEstimated exit price $511.46, close on Fri Sep 26, 2025Current price $532.60, close on Mon Oct 26
    • sold ACN Accenture Joint
      Traded Sep 26, 2025 · disclosed 20 days later
      $15,001 - $50,000
      Since the trade+3.5% since the saleEstimated exit price $238.97, close on Fri Sep 26, 2025Current price $247.23, close on Mon Oct 26
    • sold MASI Masimo Joint
      Traded Sep 26, 2025 · disclosed 20 days later
      $15,001 - $50,000
      Since the traden/aPrice history ends Jun 9, 2026
    • sold HD Home Depot Joint
      Traded Sep 26, 2025 · disclosed 20 days later
      $15,001 - $50,000
      Since the trade-22.1% since the saleEstimated exit price $410.09, close on Fri Sep 26, 2025Current price $319.38, close on Mon Oct 26
14. Filed May 13, 20253 trades in this report
    • bought Goldman Sachs Mtn Apr 29, 2030 BondJoint
      Traded Apr 24, 2025 · disclosed 19 days later
      $250,001 - $500,000
      Since the traden/a
    • bought Bnp Paribas Mtn Apr 9, 2030 BondJoint
      Traded Apr 4, 2025 · disclosed 39 days later
      $250,001 - $500,000
      Since the traden/a
    • bought Bnp Paribas Mtn Apr 9, 2030 BondJoint
      Traded Apr 4, 2025 · disclosed 39 days later
      $1,000,001 - $5,000,000
      Since the traden/a
15. Filed Apr 23, 2025one trade in this report
    • sold Morgan Stanley Fin LLC Mtn Zero Cpn BondJoint
      Traded Mar 31, 2025 · disclosed 23 days later
      $500,001 - $1,000,000
      Since the traden/a
16. Filed Feb 14, 2025one trade in this report
    • bought Ft Vest Total Return Income Fund Series A4 Class I FundJoint
      Traded Jan 29, 2025 · disclosed 16 days later
      $100,001 - $250,000
      Since the traden/a
17. Filed Jan 15, 20259 trades in this report
    • sold AGCO Joint
      Traded Dec 31, 2024 · disclosed 15 days later
      $50,001 - $100,000
      Since the trade+11.5% since the saleEstimated exit price $93.48, close on Tue Dec 31, 2024Current price $104.21, close on Mon Oct 26
    • sold JNJ Johnson & Johnson Joint
      Traded Dec 31, 2024 · disclosed 15 days later
      $100,001 - $250,000
      Since the trade+84.1% since the saleEstimated exit price $144.62, close on Tue Dec 31, 2024Current price $266.30, close on Mon Oct 26
    • sold DVN Devon Energy Joint
      Traded Dec 31, 2024 · disclosed 15 days later
      $250,001 - $500,000
      Since the trade+57.8% since the saleEstimated exit price $32.73, close on Tue Dec 31, 2024Current price $51.64, close on Mon Oct 26
    Show the other 6 trades in this reportShow fewer

    • sold DXCM DexCom Joint
      Traded Dec 31, 2024 · disclosed 15 days later
      $50,001 - $100,000
      Since the trade+1.0% since the saleEstimated exit price $77.77, close on Tue Dec 31, 2024Current price $78.57, close on Mon Oct 26
    • sold EL Estée Lauder Joint
      Traded Dec 31, 2024 · disclosed 15 days later
      $15,001 - $50,000
      Since the trade+45.1% since the saleEstimated exit price $74.98, close on Tue Dec 31, 2024Current price $108.82, close on Mon Oct 26
    • sold INTC Intel Joint
      Traded Dec 31, 2024 · disclosed 15 days later
      $50,001 - $100,000
      Since the trade+351.2% since the saleEstimated exit price $20.05, close on Tue Dec 31, 2024Current price $90.47, close on Mon Oct 26
    • bought HD Home Depot Joint
      Traded Dec 12, 2024 · disclosed 34 days later
      $1,001 - $15,000
      Since the trade-22.9% since the tradeEstimated entry price $414.42, close on Thu Dec 12, 2024Current price $319.38, close on Mon Oct 26
    • bought XOM ExxonMobil Holdings Joint
      Traded Dec 10, 2024 · disclosed 36 days later
      $1,001 - $15,000
      Since the trade+63.8% since the tradeEstimated entry price $112.67, close on Tue Dec 10, 2024Current price $184.54, close on Mon Oct 26
    • sold Citigroup Mtn Sep 1, 2026 BondJoint
      Traded Dec 3, 2024 · disclosed 43 days later
      $500,001 - $1,000,000
      Since the traden/a

    Back to the top of this report

18. Filed Dec 16, 2024one trade in this report
    • sold Federal Farm Credit Banks Funding Corp 0.875% Due Nov 18, 2024 Bond BondJoint
      Traded Nov 18, 2024 · disclosed 28 days later
      $100,001 - $250,000
      Since the traden/a
19. Filed Nov 15, 20243 trades in this report
    • bought MCD McDonald's Joint
      Traded Oct 29, 2024 · disclosed 17 days later
      $100,001 - $250,000
      Since the trade-15.0% since the tradeEstimated entry price $295.00, close on Tue Oct 29, 2024Current price $250.83, close on Mon Oct 26
    • sold United States Treas Bills Zero Cpn 0.00% Due Oct 3, 2024 BondJoint
      Traded Oct 3, 2024 · disclosed 43 days later
      $100,001 - $250,000
      Since the traden/a
    • sold United States Treas Bills Zero Cpn 0.00% Due Oct 3, 2024 BondJoint
      Traded Oct 3, 2024 · disclosed 43 days later
      $1,000,001 - $5,000,000
      Since the traden/a
20. Filed Oct 16, 2024one trade in this report
    • sold Citigroup Mtn Sep 1, 2026 BondJoint
      Traded Sep 23, 2024 · disclosed 23 days later
      $250,001 - $500,000
      Since the traden/a