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 Jul 10, 2026one trade in this report
   • sold CCI Crown Castle
     Traded Jun 30, 2026 · disclosed 10 days later
     $1,001 - $15,000
     Since the trade+14.9% since the saleEstimated exit price $75.73, close on Tue Jun 30Current price $87.03, close on Mon Nov 2
2. Filed Oct 19, 202316 trades in this report
   • sold GOOG Alphabet
     Traded Sep 28, 2023 · disclosed 21 days later
     $1,001 - $15,000
     Since the trade+108.8% since the saleEstimated exit price $133.13, close on Thu Sep 28, 2023Current price $278.04, close on Mon Nov 2
   • sold EOG EOG Resources
     Traded Sep 28, 2023 · disclosed 21 days later
     $1,001 - $15,000
     Since the trade+27.9% since the saleEstimated exit price $129.47, close on Thu Sep 28, 2023Current price $165.54, close on Fri Oct 30
   • sold KMI Kinder Morgan
     Traded Sep 28, 2023 · disclosed 21 days later
     $1,001 - $15,000
     Since the trade+103.2% since the saleEstimated exit price $16.67, close on Thu Sep 28, 2023Current price $33.87, close on Fri Oct 30
   Show the other 13 trades in this reportShow fewer

   • sold CAT Caterpillar
     Traded Sep 28, 2023 · disclosed 21 days later
     $1,001 - $15,000
     Since the trade+122.1% since the saleEstimated exit price $276.24, close on Thu Sep 28, 2023Current price $613.62, close on Mon Nov 2
   • sold AAPL Apple
     Traded Sep 28, 2023 · disclosed 21 days later
     $1,001 - $15,000
     Since the trade+98.2% since the saleEstimated exit price $170.69, close on Thu Sep 28, 2023Current price $338.32, close on Mon Nov 2
   • sold AMZN Amazon.com
     Traded Sep 28, 2023 · disclosed 21 days later
     $1,001 - $15,000
     Since the trade+95.0% since the saleEstimated exit price $125.98, close on Thu Sep 28, 2023Current price $245.63, close on Mon Nov 2
   • sold WMT Walmart
     Traded Sep 28, 2023 · disclosed 21 days later
     $1,001 - $15,000
     Since the trade+135.7% since the saleEstimated exit price $162.54, close on Thu Sep 28, 2023$54.18 in today's shares after a 3-for-1 splitCurrent price $127.69, close on Mon Nov 2
   • sold JPM JPMorgan Chase
     Traded Sep 28, 2023 · disclosed 21 days later
     $1,001 - $15,000
     Since the trade+128.4% since the saleEstimated exit price $147.59, close on Thu Sep 28, 2023Current price $337.04, close on Fri Oct 30
   • sold MSFT Microsoft
     Traded Sep 28, 2023 · disclosed 21 days later
     $1,001 - $15,000
     Since the trade+61.7% since the saleEstimated exit price $313.64, close on Thu Sep 28, 2023Current price $507.12, close on Mon Nov 2
   • sold HIG Hartford Insurance Group
     Traded Sep 28, 2023 · disclosed 21 days later
     $1,001 - $15,000
     Since the trade+83.8% since the saleEstimated exit price $72.12, close on Thu Sep 28, 2023Current price $132.59, close on Fri Oct 30
   • sold PLD Prologis
     Traded Sep 28, 2023 · disclosed 21 days later
     $1,001 - $15,000
     Since the trade+15.6% since the saleEstimated exit price $112.13, close on Thu Sep 28, 2023Current price $129.65, close on Mon Nov 2
   • sold ABBV AbbVie
     Traded Sep 28, 2023 · disclosed 21 days later
     $1,001 - $15,000
     Since the trade+89.8% since the saleEstimated exit price $152.25, close on Thu Sep 28, 2023Current price $288.94, close on Mon Nov 2
   • sold UNH UnitedHealth Group
     Traded Sep 28, 2023 · disclosed 21 days later
     $1,001 - $15,000
     Since the trade-20.2% since the saleEstimated exit price $510.10, close on Thu Sep 28, 2023Current price $406.97, close on Fri Oct 30
   • sold IFF International Flavors & Fragrances
     Traded Sep 15, 2023 · disclosed 34 days later
     $1,001 - $15,000
     Since the trade+34.7% since the saleEstimated exit price $69.05, close on Fri Sep 15, 2023Current price $93.02, close on Fri Oct 30
   • sold FIS Fidelity National Information Services
     Traded Sep 15, 2023 · disclosed 34 days later
     $1,001 - $15,000
     Since the trade-32.2% since the saleEstimated exit price $56.90, close on Fri Sep 15, 2023Current price $38.55, close on Fri Oct 30
   • bought AMT American Tower
     Traded Sep 7, 2023 · disclosed 42 days later
     $1,001 - $15,000
     Since the trade+3.1% since the tradeEstimated entry price $182.55, close on Thu Sep 7, 2023Current price $188.30, close on Mon Nov 2

   Back to the top of this report

3. Filed Sep 30, 202310 trades in this report
   • sold PSX Phillips 66
     Traded Aug 17, 2023 · disclosed 44 days later
     $1,001 - $15,000
     Since the trade+149.0% since the saleEstimated exit price $113.59, close on Thu Aug 17, 2023Current price $282.83, close on Fri Oct 30
   • bought PG Procter & Gamble
     Traded Jul 31, 2023 · disclosed 61 days later
     $1,001 - $15,000
     Since the trade+4.6% since the tradeEstimated entry price $156.30, close on Mon Jul 31, 2023Current price $163.56, close on Mon Nov 2
   • sold KMB Kimberly-Clark
     Traded Jul 31, 2023 · disclosed 61 days later
     $1,001 - $15,000
     Since the trade-16.4% since the saleEstimated exit price $129.10, close on Mon Jul 31, 2023Current price $107.94, close on Fri Oct 30
   Show the other 7 trades in this reportShow fewer

   • sold UNP Union Pacific
     Traded Jul 27, 2023 · disclosed 65 days later
     $1,001 - $15,000
     Since the trade+31.0% since the saleEstimated exit price $232.10, close on Thu Jul 27, 2023Current price $304.00, close on Fri Oct 30
   • bought ZTS Zoetis
     Traded Jul 21, 2023 · disclosed 71 days later
     $1,001 - $15,000
     Since the trade-56.6% since the tradeEstimated entry price $183.51, close on Fri Jul 21, 2023Current price $79.72, close on Fri Oct 30
   • sold DG Dollar General
     Traded Jul 21, 2023 · disclosed 71 days later
     $1,001 - $15,000
     Since the trade-20.8% since the saleEstimated exit price $167.09, close on Fri Jul 21, 2023Current price $132.30, close on Fri Oct 30
   • bought SPGI S&P Global
     Traded Jun 13, 2023 · disclosed 109 days later
     $1,001 - $15,000
     Since the trade+19.5% since the tradeEstimated entry price $390.56, close on Tue Jun 13, 2023Current price $466.55, close on Fri Oct 30
   • sold CB Chubb
     Traded Jun 13, 2023 · disclosed 109 days later
     $1,001 - $15,000
     Since the trade+92.3% since the saleEstimated exit price $191.89, close on Tue Jun 13, 2023Current price $368.98, close on Mon Nov 2
   • sold AVGO Broadcom
     Traded Jun 13, 2023 · disclosed 109 days later
     $1,001 - $15,000
     Since the trade+278.6% since the saleEstimated exit price $851.10, close on Tue Jun 13, 2023$85.11 in today's shares after a 10-for-1 splitCurrent price $322.23, close on Mon Nov 2
   • sold ACN Accenture
     Traded Apr 21, 2023 · disclosed 162 days later
     $1,001 - $15,000
     Since the trade-5.6% since the saleEstimated exit price $276.33, close on Fri Apr 21, 2023Current price $260.94, close on Mon Nov 2

   Back to the top of this report

4. Filed Aug 13, 20234 trades in this report
   • bought MA Mastercard
     Traded Dec 7, 2022 · disclosed 249 days later
     $1,001 - $15,000
     Since the trade+89.4% since the tradeEstimated entry price $347.42, close on Wed Dec 7, 2022Current price $658.10, close on Mon Nov 2
   • bought ACN Accenture
     Traded Oct 8, 2022 · disclosed 309 days later
     $1,001 - $15,000
     Since the trade+1.2% since the tradeEstimated entry price $257.85, close on Mon Oct 10, 2022, the first after the Sat Oct 8, 2022 tradeCurrent price $260.94, close on Mon Nov 2
   • bought TJX
     Traded Jul 15, 2022 · disclosed 394 days later
     $1,001 - $15,000
     Since the trade+132.8% since the tradeEstimated entry price $60.56, close on Fri Jul 15, 2022Current price $141.00, close on Mon Nov 2
   • sold PDM Piedmont Office Realty Trust, Inc. Class A
     Traded Feb 27, 2022 · disclosed 532 days later
     $1,001 - $15,000
     Since the trade-43.7% since the saleEstimated exit price $17.04, close on Mon Feb 28, 2022, the first after the Sun Feb 27, 2022 tradeCurrent price $9.60, close on Fri Oct 30
5. Filed Jun 9, 2023one trade in this report
   • bought JPM JPMorgan Chase
     Traded May 30, 2023 · disclosed 10 days later
     $1,001 - $15,000
     Since the trade+145.2% since the tradeEstimated entry price $137.46, close on Tue May 30, 2023Current price $337.04, close on Fri Oct 30
6. Filed May 7, 20232 trades in this report
   • bought XOM ExxonMobil Holdings
     Traded Apr 20, 2023 · disclosed 17 days later
     $1,001 - $15,000
     Since the trade+55.4% since the tradeEstimated entry price $115.64, close on Thu Apr 20, 2023Current price $179.67, close on Mon Nov 2
   • sold CSCO Cisco Systems
     Traded Apr 20, 2023 · disclosed 17 days later
     $1,001 - $15,000
     Since the trade+124.4% since the saleEstimated exit price $46.58, close on Thu Apr 20, 2023Current price $104.51, close on Fri Oct 30
7. Filed Mar 5, 20237 trades in this report
   • sold SPDR Bloomberg Short Term Hi Fund
     Traded Feb 3, 2023 · disclosed 30 days later
     $1,001 - $15,000
     Since the traden/a
   • sold iShares US Technology ETF Fund
     Traded Feb 3, 2023 · disclosed 30 days later
     $1,001 - $15,000
     Since the traden/a
   • bought Vaneck Morningstar Intl Moat ETF Fund
     Traded Feb 3, 2023 · disclosed 30 days later
     $1,001 - $15,000
     Since the traden/a
   Show the other 4 trades in this reportShow fewer

   • bought iShares US Pharmaceuticals ETF Fund
     Traded Feb 3, 2023 · disclosed 30 days later
     $1,001 - $15,000
     Since the traden/a
   • bought iShares MSCI Euro Financial Fund
     Traded Feb 3, 2023 · disclosed 30 days later
     $1,001 - $15,000
     Since the traden/a
   • sold MSFT Microsoft
     Traded Feb 3, 2023 · disclosed 30 days later
     $1,001 - $15,000
     Since the trade+96.3% since the saleEstimated exit price $258.35, close on Fri Feb 3, 2023Current price $507.12, close on Mon Nov 2
   • sold Global X MSCI Norway ETF Fund
     Traded Feb 3, 2023 · disclosed 30 days later
     $1,001 - $15,000
     Since the traden/a

   Back to the top of this report

8. Filed Feb 15, 202310 trades in this report
   • sold BAX Baxter International
     Traded Jan 20, 2023 · disclosed 26 days later
     $1,001 - $15,000
     Since the trade-44.8% since the saleEstimated exit price $43.88, close on Fri Jan 20, 2023Current price $24.22, close on Mon Nov 2
   • bought Harding Loevner Intl Eqty Inst Other asset
     Traded Jan 20, 2023 · disclosed 26 days later
     $1,001 - $15,000
     Since the traden/a
   • bought Metropolitan West Tot Ret Bd Other asset
     Traded Jan 17, 2023 · disclosed 29 days later
     $15,001 - $50,000
     Since the traden/a
   Show the other 7 trades in this reportShow fewer

   • sold Vanguard Total Bond Market Fund
     Traded Jan 17, 2023 · disclosed 29 days later
     $15,001 - $50,000
     Since the traden/a
   • bought Ab Global Bond Adv Bond
     Traded Jan 17, 2023 · disclosed 29 days later
     $15,001 - $50,000
     Since the traden/a
   • sold Vanguard Total Intl Bond ETF Fund
     Traded Jan 17, 2023 · disclosed 29 days later
     $15,001 - $50,000
     Since the traden/a
   • sold Virtus Vontobel Foreign Opp Other asset
     Traded Jan 4, 2023 · disclosed 42 days later
     $15,001 - $50,000
     Since the traden/a
   • sold iShares Edge MSCI Min Vol USA Fund
     Traded Jan 4, 2023 · disclosed 42 days later
     $1,001 - $15,000
     Since the traden/a
   • bought Harding Loevner Intl Eqty Inst Other asset
     Traded Jan 4, 2023 · disclosed 42 days later
     $15,001 - $50,000
     Since the traden/a
   • sold ELV Elevance Health
     Traded Jan 3, 2023 · disclosed 43 days later
     $1,001 - $15,000
     Since the trade-16.4% since the saleEstimated exit price $502.20, close on Tue Jan 3, 2023Current price $420.07, close on Fri Oct 30

   Back to the top of this report

9. Filed Jan 5, 20239 trades in this report
   • bought Vanguard Total Inl Bond ETF Fund
     Traded Dec 21, 2022 · disclosed 15 days later
     $1,001 - $15,000
     Since the traden/a
   • sold MCD McDonald's
     Traded Dec 21, 2022 · disclosed 15 days later
     $1,001 - $15,000
     Since the trade-0.9% since the saleEstimated exit price $268.16, close on Wed Dec 21, 2022Current price $265.64, close on Mon Nov 2
   • bought Vanguard Total Bond Market ETF Fund
     Traded Dec 21, 2022 · disclosed 15 days later
     $1,001 - $15,000
     Since the traden/a
   Show the other 6 trades in this reportShow fewer

   • bought DG Dollar General
     Traded Dec 21, 2022 · disclosed 15 days later
     $1,001 - $15,000
     Since the trade-45.9% since the tradeEstimated entry price $244.54, close on Wed Dec 21, 2022Current price $132.30, close on Fri Oct 30
   • bought Vanguard Total Intl Bond ETF Fund
     Traded Dec 14, 2022 · disclosed 22 days later
     $1,001 - $15,000
     Since the traden/a
   • sold Metropolitan West Tot Ret Bd Other asset
     Traded Dec 14, 2022 · disclosed 22 days later
     $1,001 - $15,000
     Since the traden/a
   • sold Ab Global Bond Adv Bond
     Traded Dec 14, 2022 · disclosed 22 days later
     $1,001 - $15,000
     Since the traden/a
   • bought Vanguard Total Bond Market ETF Fund
     Traded Dec 14, 2022 · disclosed 22 days later
     $1,001 - $15,000
     Since the traden/a
   • bought CMCSA Comcast
     Traded Dec 7, 2022 · disclosed 29 days later
     $1,001 - $15,000
     Since the trade-31.1% since the tradeEstimated entry price $34.62, close on Wed Dec 7, 2022Current price $23.87, close on Mon Nov 2

   Back to the top of this report

10. Filed Dec 8, 202212 trades in this report
    • bought AMZN Amazon.com
      Traded Nov 18, 2022 · disclosed 20 days later
      $1,001 - $15,000
      Since the trade+160.9% since the tradeEstimated entry price $94.14, close on Fri Nov 18, 2022Current price $245.63, close on Mon Nov 2
    • sold Msif Growth Other asset
      Traded Nov 18, 2022 · disclosed 20 days later
      $1,001 - $15,000
      Since the traden/a
    • sold iShares 20+yr Treasu Bond ETF Fund
      Traded Nov 17, 2022 · disclosed 21 days later
      $1,001 - $15,000
      Since the traden/a
    Show the other 9 trades in this reportShow fewer

    • sold Invesco QQQ Trust Series 1 Fund
      Traded Nov 17, 2022 · disclosed 21 days later
      $1,001 - $15,000
      Since the traden/a
    • bought Franklin FTSE Japan ETF Fund
      Traded Nov 17, 2022 · disclosed 21 days later
      $1,001 - $15,000
      Since the traden/a
    • bought Invesco Kbw Bank ETF Fund
      Traded Nov 17, 2022 · disclosed 21 days later
      $1,001 - $15,000
      Since the traden/a
    • bought iShares MSCI EAFE Val ETF Fund
      Traded Nov 17, 2022 · disclosed 21 days later
      $1,001 - $15,000
      Since the traden/a
    • bought AAPL Apple
      Traded Nov 17, 2022 · disclosed 21 days later
      $1,001 - $15,000
      Since the trade+124.5% since the tradeEstimated entry price $150.72, close on Thu Nov 17, 2022Current price $338.32, close on Mon Nov 2
    • exchanged iShares Core S&P Small Cap Fund
      Traded Nov 17, 2022 · disclosed 21 days later
      $1,001 - $15,000
      Since the traden/a
    • sold Isha Curr Hedged MSCI EAFE Other asset
      Traded Nov 17, 2022 · disclosed 21 days later
      $1,001 - $15,000
      Since the traden/a
    • bought iShares 10+ Year Investment Fund
      Traded Nov 17, 2022 · disclosed 21 days later
      $1,001 - $15,000
      Since the traden/a
    • sold iShares US Technology ETF Fund
      Traded Nov 11, 2022 · disclosed 27 days later
      $1,001 - $15,000
      Since the traden/a

    Back to the top of this report

11. Filed Oct 5, 202212 trades in this report
    • sold iShares US Technology ETF Fund
      Traded Sep 27, 2022 · disclosed 8 days later
      $1,001 - $15,000
      Since the traden/a
    • sold iShares Core MSCI EAFE ETF Fund
      Traded Sep 27, 2022 · disclosed 8 days later
      $1,001 - $15,000
      Since the traden/a
    • bought Jpm Nasdaq Equity Premium Other asset
      Traded Sep 27, 2022 · disclosed 8 days later
      $1,001 - $15,000
      Since the traden/a
    Show the other 9 trades in this reportShow fewer

    • bought Energy Sel Sect SPDR Fd Fund
      Traded Sep 27, 2022 · disclosed 8 days later
      $1,001 - $15,000
      Since the traden/a
    • sold WRK WestRock
      Traded Sep 27, 2022 · disclosed 8 days later
      $1,001 - $15,000
      Since the traden/aPrice history ends Jul 5, 2024
    • sold Franklin FTSE Uk ETF Fund
      Traded Sep 27, 2022 · disclosed 8 days later
      $1,001 - $15,000
      Since the traden/a
    • bought iShares 0-5 Hy Fund
      Traded Sep 27, 2022 · disclosed 8 days later
      $1,001 - $15,000
      Since the traden/a
    • bought SPY SPDR S&P 500 ETF Trust Fund
      Traded Sep 15, 2022 · disclosed 20 days later
      $1,001 - $15,000
      Since the traden/a
    • sold MA Mastercard
      Traded Sep 15, 2022 · disclosed 20 days later
      $1,001 - $15,000
      Since the trade+107.6% since the saleEstimated exit price $316.96, close on Thu Sep 15, 2022Current price $658.10, close on Mon Nov 2
    • sold IFF International Flavors & Fragrances
      Traded Sep 15, 2022 · disclosed 20 days later
      $1,001 - $15,000
      Since the trade-11.8% since the saleEstimated exit price $105.41, close on Thu Sep 15, 2022Current price $93.02, close on Fri Oct 30
    • sold CMCSA Comcast
      Traded Sep 15, 2022 · disclosed 20 days later
      $1,001 - $15,000
      Since the trade-29.8% since the saleEstimated exit price $34.00, close on Thu Sep 15, 2022Current price $23.87, close on Mon Nov 2
    • sold Global X US Inf Dev ETF Fund
      Traded Sep 27, 2021 · disclosed 373 days later
      $1,001 - $15,000
      Since the traden/a

    Back to the top of this report

12. Filed Sep 10, 20228 trades in this report
    • bought Virtus Vontobel Foreign Opp Other asset
      Traded Aug 30, 2022 · disclosed 11 days later
      $1,001 - $15,000
      Since the traden/a
    • sold iShares US Technology ETF Fund
      Traded Aug 16, 2022 · disclosed 25 days later
      $1,001 - $15,000
      Since the traden/a
    • sold Goldman Activebeta US Lc ETF Fund
      Traded Aug 16, 2022 · disclosed 25 days later
      $1,001 - $15,000
      Since the traden/a
    Show the other 5 trades in this reportShow fewer

    • bought iShares US Technology ETF Fund
      Traded Aug 10, 2022 · disclosed 31 days later
      $1,001 - $15,000
      Since the traden/a
    • bought MSFT Microsoft
      Traded Aug 10, 2022 · disclosed 31 days later
      $1,001 - $15,000
      Since the trade+75.4% since the tradeEstimated entry price $289.16, close on Wed Aug 10, 2022Current price $507.12, close on Mon Nov 2
    • bought AMZN Amazon.com
      Traded Aug 10, 2022 · disclosed 31 days later
      $1,001 - $15,000
      Since the trade+72.1% since the tradeEstimated entry price $142.69, close on Wed Aug 10, 2022Current price $245.63, close on Mon Nov 2
    • sold SPDR Blackstone Senior Loan Fund
      Traded Aug 10, 2022 · disclosed 31 days later
      $1,001 - $15,000
      Since the traden/a
    • bought GOOG Alphabet
      Traded Aug 10, 2022 · disclosed 31 days later
      $1,001 - $15,000
      Since the trade+130.5% since the tradeEstimated entry price $120.65, close on Wed Aug 10, 2022Current price $278.04, close on Mon Nov 2

    Back to the top of this report

13. Filed Aug 10, 20223 trades in this report
    • bought ABT Abbott Laboratories
      Traded Jul 15, 2022 · disclosed 26 days later
      $1,001 - $15,000
      Since the trade+1.2% since the tradeEstimated entry price $108.82, close on Fri Jul 15, 2022Current price $110.16, close on Mon Nov 2
    • bought WMT Walmart
      Traded Jul 15, 2022 · disclosed 26 days later
      $1,001 - $15,000
      Since the trade+196.8% since the tradeEstimated entry price $129.06, close on Fri Jul 15, 2022$43.02 in today's shares after a 3-for-1 splitCurrent price $127.69, close on Mon Nov 2
    • bought BAX Baxter International
      Traded Jul 15, 2022 · disclosed 26 days later
      $1,001 - $15,000
      Since the trade-62.7% since the tradeEstimated entry price $64.91, close on Fri Jul 15, 2022Current price $24.22, close on Mon Nov 2
14. Filed Jul 8, 202215 trades in this report
    • sold FIXD First Trust Tcw Opportunistic Fixed Income ETF Fund
      Traded Jun 16, 2022 · disclosed 22 days later
      $1,001 - $15,000
      Since the traden/a
    • sold GE GE Aerospace
      Traded Jun 16, 2022 · disclosed 22 days later
      $1,001 - $15,000
      Since the traden/a
    • bought ABBV AbbVie
      Traded Jun 16, 2022 · disclosed 22 days later
      $1,001 - $15,000
      Since the trade+107.6% since the tradeEstimated entry price $139.15, close on Thu Jun 16, 2022Current price $288.94, close on Mon Nov 2
    Show the other 12 trades in this reportShow fewer

    • sold WMT Walmart
      Traded Jun 16, 2022 · disclosed 22 days later
      $1,001 - $15,000
      Since the trade+217.6% since the saleEstimated exit price $120.63, close on Thu Jun 16, 2022$40.21 in today's shares after a 3-for-1 splitCurrent price $127.69, close on Mon Nov 2
    • sold IVV iShares Core S&P 500 ETF Fund
      Traded Jun 16, 2022 · disclosed 22 days later
      $1,001 - $15,000
      Since the traden/a
    • bought IWB iShares Russell 1000 ETF Fund
      Traded Jun 16, 2022 · disclosed 22 days later
      $1,001 - $15,000
      Since the traden/a
    • bought SHYG iShares 0-5 Year High Yield Corporate Bond ETF Fund
      Traded Jun 16, 2022 · disclosed 22 days later
      $1,001 - $15,000
      Since the traden/a
    • sold SPY SPDR S&P 500 ETF Trust Fund
      Traded Jun 16, 2022 · disclosed 22 days later
      $1,001 - $15,000
      Since the traden/a
    • sold TJX
      Traded Jun 16, 2022 · disclosed 22 days later
      $1,001 - $15,000
      Since the trade+148.5% since the saleEstimated exit price $56.74, close on Thu Jun 16, 2022Current price $141.00, close on Mon Nov 2
    • bought TLH iShares 10-20 Year Treasury Bond ETF Fund
      Traded Jun 16, 2022 · disclosed 22 days later
      $1,001 - $15,000
      Since the traden/a
    • bought AMZN Amazon.com
      Traded Jun 16, 2022 · disclosed 22 days later
      $1,001 - $15,000
      Since the trade+137.0% since the tradeEstimated entry price $103.66, close on Thu Jun 16, 2022Current price $245.63, close on Mon Nov 2
    • bought WMT Walmart
      Traded Jun 16, 2022 · disclosed 22 days later
      $1,001 - $15,000
      Since the trade+217.6% since the tradeEstimated entry price $120.63, close on Thu Jun 16, 2022$40.21 in today's shares after a 3-for-1 splitCurrent price $127.69, close on Mon Nov 2
    • sold ABT Abbott Laboratories
      Traded Jun 16, 2022 · disclosed 22 days later
      $1,001 - $15,000
      Since the trade+7.9% since the saleEstimated exit price $102.07, close on Thu Jun 16, 2022Current price $110.16, close on Mon Nov 2
    • sold Global X Funds Global X U.S. Infrastructure Development ETF S S (PARTIAL) 06/16/2022 06/21/2022 $1,001 - $15,000 Filing Id #20021344 Fund
      Traded Jun 16, 2022 · disclosed 22 days later
      $1,001 - $15,000
      Since the traden/a
    • sold BAX Baxter International
      Traded Jun 16, 2022 · disclosed 22 days later
      $1,001 - $15,000
      Since the trade-62.9% since the saleEstimated exit price $65.29, close on Thu Jun 16, 2022Current price $24.22, close on Mon Nov 2

    Back to the top of this report

15. Filed Jun 4, 202211 trades in this report
    • sold iShares Core MSCI Europe Fund
      Traded May 10, 2022 · disclosed 25 days later
      $1,001 - $15,000
      Since the traden/a
    • sold iShares MSCI EAFE Grwth Ef Fund
      Traded May 10, 2022 · disclosed 25 days later
      $1,001 - $15,000
      Since the traden/a
    • sold iShares Core MSCI EAFE ETF Fund
      Traded May 10, 2022 · disclosed 25 days later
      $1,001 - $15,000
      Since the traden/a
    Show the other 8 trades in this reportShow fewer

    • bought JPMorgan Equity Premium Inco Other asset
      Traded May 10, 2022 · disclosed 25 days later
      $1,001 - $15,000
      Since the traden/a
    • bought Isha Curr Hedged MSCI EAFE Other asset
      Traded May 10, 2022 · disclosed 25 days later
      $1,001 - $15,000
      Since the traden/a
    • bought JPMorgan Betabuilders Canada Other asset
      Traded May 10, 2022 · disclosed 25 days later
      $1,001 - $15,000
      Since the traden/a
    • bought iShares 0-5 Hy Fund
      Traded May 10, 2022 · disclosed 25 days later
      $1,001 - $15,000
      Since the traden/a
    • bought SPDR Blackstone Senior Loan Fund
      Traded May 10, 2022 · disclosed 25 days later
      $1,001 - $15,000
      Since the traden/a
    • sold Vanguard Total Bond Market Fund
      Traded May 10, 2022 · disclosed 25 days later
      $1,001 - $15,000
      Since the traden/a
    • sold SBUX Starbucks
      Traded May 10, 2022 · disclosed 25 days later
      $1,001 - $15,000
      Since the trade+45.3% since the saleEstimated exit price $71.86, close on Tue May 10, 2022Current price $104.40, close on Mon Nov 2
    • sold DRE Duke Realty Joint
      Traded May 10, 2022 · disclosed 25 days later
      $1,001 - $15,000
      Since the traden/aPrice history ends Sep 30, 2022

    Back to the top of this report

16. Filed May 13, 20225 trades in this report
    • sold Putnam Ultra Sht Dur Other asset
      Traded Apr 26, 2022 · disclosed 17 days later
      $1,001 - $15,000
      Since the traden/a
    • bought TJX
      Traded Apr 19, 2022 · disclosed 24 days later
      $1,001 - $15,000
      Since the trade+115.5% since the tradeEstimated entry price $65.43, close on Tue Apr 19, 2022Current price $141.00, close on Mon Nov 2
    • bought SPY SPDR S&P 500 ETF Trust Fund
      Traded Apr 19, 2022 · disclosed 24 days later
      $1,001 - $15,000
      Since the traden/a
    Show the other 2 trades in this reportShow fewer

    • sold iShares Russell 1000 ETF Fund
      Traded Apr 19, 2022 · disclosed 24 days later
      $1,001 - $15,000
      Since the traden/a
    • bought ABT Abbott Laboratories
      Traded Apr 19, 2022 · disclosed 24 days later
      $1,001 - $15,000
      Since the trade-8.2% since the tradeEstimated entry price $119.98, close on Tue Apr 19, 2022Current price $110.16, close on Mon Nov 2

    Back to the top of this report

17. Filed Apr 9, 202213 trades in this report
    • bought GE GE Aerospace
      Traded Mar 29, 2022 · disclosed 11 days later
      $1,001 - $15,000
      Since the traden/a
    • bought HIG Hartford Insurance Group
      Traded Mar 29, 2022 · disclosed 11 days later
      $1,001 - $15,000
      Since the trade+80.7% since the tradeEstimated entry price $73.38, close on Tue Mar 29, 2022Current price $132.59, close on Fri Oct 30
    • bought RIO Rio Tinto Group
      Traded Mar 29, 2022 · disclosed 11 days later
      $1,001 - $15,000
      Since the trade+4.5% since the tradeEstimated entry price $78.38, close on Tue Mar 29, 2022Current price $81.89, close on Fri Oct 30
    Show the other 10 trades in this reportShow fewer

    • bought TLT iShares 20+ Year Treasury Bond ETF Fund
      Traded Mar 29, 2022 · disclosed 11 days later
      $1,001 - $15,000
      Since the traden/a
    • bought CAT Caterpillar
      Traded Mar 29, 2022 · disclosed 11 days later
      $1,001 - $15,000
      Since the trade+177.6% since the tradeEstimated entry price $221.04, close on Tue Mar 29, 2022Current price $613.62, close on Mon Nov 2
    • sold SPY SPDR S&P 500 ETF Trust Fund
      Traded Mar 15, 2022 · disclosed 25 days later
      $1,001 - $15,000
      Since the traden/a
    • sold TJX
      Traded Mar 15, 2022 · disclosed 25 days later
      $1,001 - $15,000
      Since the trade+128.5% since the saleEstimated exit price $61.72, close on Tue Mar 15, 2022Current price $141.00, close on Mon Nov 2
    • sold ABT Abbott Laboratories
      Traded Mar 15, 2022 · disclosed 25 days later
      $1,001 - $15,000
      Since the trade-6.2% since the saleEstimated exit price $117.48, close on Tue Mar 15, 2022Current price $110.16, close on Mon Nov 2
    • bought IWB iShares Russell 1000 ETF Fund
      Traded Mar 15, 2022 · disclosed 25 days later
      $1,001 - $15,000
      Since the traden/a
    • sold Vanguard Intermediate Term Cor Fund
      Traded Mar 8, 2022 · disclosed 32 days later
      $1,001 - $15,000
      Since the traden/a
    • bought SHYG iShares 0-5 Year High Yield Corporate Bond ETF Fund
      Traded Mar 8, 2022 · disclosed 32 days later
      $1,001 - $15,000
      Since the traden/a
    • sold Vanguard Total Bond Index Fund Fund
      Traded Mar 8, 2022 · disclosed 32 days later
      $1,001 - $15,000
      Since the traden/a
    • bought Kinder Morgan, Inc. Warrants Expiring 2017
      Traded Mar 8, 2022 · disclosed 32 days later
      $1,001 - $15,000
      Since the traden/a

    Back to the top of this report

18. Filed Mar 9, 20222 trades in this report
    • bought MA Mastercard
      Traded Feb 28, 2022 · disclosed 9 days later
      $1,001 - $15,000
      Since the trade+82.4% since the tradeEstimated entry price $360.82, close on Mon Feb 28, 2022Current price $658.10, close on Mon Nov 2
    • sold MRK Merck
      Traded Feb 28, 2022 · disclosed 9 days later
      $1,001 - $15,000
      Since the trade+95.2% since the saleEstimated exit price $76.58, close on Mon Feb 28, 2022Current price $149.52, close on Fri Oct 30
19. Filed Feb 13, 202211 trades in this report
    • bought AAPL Apple
      Traded Jan 28, 2022 · disclosed 16 days later
      $1,001 - $15,000
      Since the trade+98.6% since the tradeEstimated entry price $170.33, close on Fri Jan 28, 2022Current price $338.32, close on Mon Nov 2
    • sold EFG iShares MSCI EAFE Growth ETF Fund
      Traded Jan 28, 2022 · disclosed 16 days later
      $1,001 - $15,000
      Since the traden/a
    • bought META Meta Platforms
      Traded Jan 28, 2022 · disclosed 16 days later
      $1,001 - $15,000
      Since the traden/a
    Show the other 8 trades in this reportShow fewer

    • bought FLGB Franklin FTSE United Kingdom ETF Fund
      Traded Jan 28, 2022 · disclosed 16 days later
      $1,001 - $15,000
      Since the traden/a
    • bought IEUR iShares Core MSCI Europe ETF Fund
      Traded Jan 28, 2022 · disclosed 16 days later
      $1,001 - $15,000
      Since the traden/a
    • bought XLE SPDR Select Sector Fund - Energy Select Sector Fund
      Traded Jan 28, 2022 · disclosed 16 days later
      $1,001 - $15,000
      Since the traden/a
    • sold SPHB Invesco S&P 500 High Beta ETF Fund
      Traded Jan 28, 2022 · disclosed 16 days later
      $1,001 - $15,000
      Since the traden/a
    • bought SPY SPDR S&P 500 ETF Trust Fund
      Traded Jan 14, 2022 · disclosed 30 days later
      $1,001 - $15,000
      Since the traden/a
    • sold HON Honeywell International
      Traded Jan 14, 2022 · disclosed 30 days later
      $1,001 - $15,000
      Since the traden/a
    • sold LMT Lockheed Martin
      Traded Jan 14, 2022 · disclosed 30 days later
      $1,001 - $15,000
      Since the trade+70.9% since the saleEstimated exit price $372.62, close on Fri Jan 14, 2022Current price $636.95, close on Fri Oct 30
    • sold SPY SPDR S&P 500 ETF Trust Fund
      Traded Jan 5, 2022 · disclosed 39 days later
      $1,001 - $15,000
      Since the traden/a

    Back to the top of this report

20. Filed Jan 9, 202211 trades in this report
    • sold NOC Northrop Grumman
      Traded Dec 16, 2021 · disclosed 24 days later
      $1,001 - $15,000
      Since the trade+47.2% since the saleEstimated exit price $378.72, close on Thu Dec 16, 2021Current price $557.54, close on Fri Oct 30
    • sold BSX Boston Scientific
      Traded Dec 16, 2021 · disclosed 24 days later
      $1,001 - $15,000
      Since the trade+9.6% since the saleEstimated exit price $40.43, close on Thu Dec 16, 2021Current price $44.32, close on Mon Nov 2
    • bought EOG EOG Resources
      Traded Dec 16, 2021 · disclosed 24 days later
      $1,001 - $15,000
      Since the trade+92.1% since the tradeEstimated entry price $86.19, close on Thu Dec 16, 2021Current price $165.54, close on Fri Oct 30
    Show the other 8 trades in this reportShow fewer

    • bought SBUX Starbucks
      Traded Dec 16, 2021 · disclosed 24 days later
      $1,001 - $15,000
      Since the trade-8.1% since the tradeEstimated entry price $113.59, close on Thu Dec 16, 2021Current price $104.40, close on Mon Nov 2
    • bought T AT&T
      Traded Dec 16, 2021 · disclosed 24 days later
      $1,001 - $15,000
      Since the traden/a
    • bought Westrock Company Common Stock Ex-Distribution When Issued
      Traded Dec 16, 2021 · disclosed 24 days later
      $1,001 - $15,000
      Since the traden/a
    • sold TGT Target
      Traded Dec 16, 2021 · disclosed 24 days later
      $1,001 - $15,000
      Since the trade-31.3% since the saleEstimated exit price $224.78, close on Thu Dec 16, 2021Current price $154.38, close on Fri Oct 30
    • sold CME CME Group
      Traded Dec 14, 2021 · disclosed 26 days later
      $1,001 - $15,000
      Since the trade+34.6% since the saleEstimated exit price $227.55, close on Tue Dec 14, 2021Current price $306.24, close on Mon Nov 2
    • sold NEE NextEra Energy
      Traded Dec 14, 2021 · disclosed 26 days later
      $1,001 - $15,000
      Since the trade-7.0% since the saleEstimated exit price $90.03, close on Tue Dec 14, 2021Current price $83.71, close on Fri Oct 30
    • bought WMT Walmart
      Traded Dec 14, 2021 · disclosed 26 days later
      $1,001 - $15,000
      Since the trade+164.3% since the tradeEstimated entry price $144.93, close on Tue Dec 14, 2021$48.31 in today's shares after a 3-for-1 splitCurrent price $127.69, close on Mon Nov 2
    • sold T AT&T
      Traded Dec 9, 2021 · disclosed 31 days later
      $1,001 - $15,000
      Since the traden/a

    Back to the top of this report