
disclosed transactions: 371 stock purchases, 224 sales, 11 exchanges
Latest filing Sep 25, 2026 · House Clerk reports 2021–2026
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Trades by quarter
Number of disclosed transactions by the quarter of the trade date. Stock purchases above the line, sales below; options, exchanges and other assets as a count underneath.
| Quarter | Stock purchases | Stock sales | Exchanges, options and other |
|---|---|---|---|
| Q4 2020 | 4 | 0 | 0 |
| Q1 2021 | 11 | 0 | 0 |
| Q2 2021 | 41 | 0 | 0 |
| Q3 2021 | 71 | 1 | 0 |
| Q4 2021 | 44 | 5 | 0 |
| Q1 2022 | 21 | 0 | 0 |
| Q2 2022 | 20 | 8 | 0 |
| Q3 2022 | 21 | 0 | 0 |
| Q4 2022 | 20 | 14 | 0 |
| Q1 2023 | 18 | 43 | 0 |
| Q2 2023 | 20 | 1 | 0 |
| Q3 2023 | 19 | 0 | 1 |
| Q4 2023 | 18 | 3 | 0 |
| Q1 2024 | 19 | 2 | 0 |
| Q2 2024 | 18 | 0 | 2 |
| Q3 2024 | 1 | 0 | 0 |
| Q4 2024 | 3 | 6 | 0 |
| Q1 2025 | 0 | 0 | 0 |
| Q2 2025 | 0 | 0 | 0 |
| Q3 2025 | 0 | 4 | 0 |
| Q4 2025 | 0 | 11 | 0 |
| Q1 2026 | 0 | 16 | 1 |
| Q2 2026 | 0 | 0 | 5 |
| Q3 2026 | 2 | 110 | 2 |
Source: House Clerk periodic transaction reports, as of Oct 4, 2026. Counts of transactions, not money: the amounts are ranges and are never added up.
Every stock trade, with its filing
Stock purchases, sales and exchanges as disclosed, newest filing first. Options and other assets are listed separately below.
| Filing | ||||
|---|---|---|---|---|
| CNP CenterPoint Energy, IncOwner: Self (incl. trusts/accounts) | Sale | $15,001–$50,000 | Sep 15 → Sep 25 | View filing |
| STX Seagate Technology Holdings PLC - Ordinary SharesOwner: Self (incl. trusts/accounts) | Sale | $1,001–$15,000 | Sep 15 → Sep 25 | View filing |
| TJX TJX Companies, Inc.Owner: Self (incl. trusts/accounts) | Sale | $1,001–$15,000 | Sep 15 → Sep 25 | View filing |
| STE STERIS plcOwner: Self (incl. trusts/accounts) | Sale | $15,001–$50,000 | Sep 15 → Sep 25 | View filing |
| EMR Emerson Electric Company Common StockOwner: Joint | Sale | $1,001–$15,000+ $15,001–$50,000 | Sep 14 → Sep 25 | View filing |
| ROK Rockwell Automation, Inc. Common StockOwner: Joint | Sale | $15,001–$50,000 | Sep 14 → Sep 25 | View filing |
| MRSH Marsh Common StockOwner: Joint | Sale | $1,001–$15,000 | Sep 14 → Sep 25 | View filing |
| HD Home Depot, Inc.Owner: Joint | Sale | $1,001–$15,000+ $15,001–$50,000 | Sep 14 → Sep 25 | View filing |
| IQV IQVIA Holdings, Inc. Common StockOwner: Joint | Sale | $15,001–$50,000 | Sep 14 → Sep 25 | View filing |
| CDNS Cadence Design Systems, Inc. - Common StockOwner: Joint | Sale | $15,001–$50,000 | Sep 14 → Sep 25 | View filing |
| AIO Virtus Artificial Intelligence & Technology Opportunities Fund Common Shares of Beneficial InterestOwner: Joint | Sale | $15,001–$50,000 | Sep 14 → Sep 25 | View filing |
| NEE NextEra Energy, Inc. Common StockOwner: Joint | Sale | $15,001–$50,000 | Sep 14 → Sep 25 | View filing |
| DVN Devon Energy Corporation Common StockOwner: Joint | Sale | $15,001–$50,000 | Sep 14 → Sep 25 | View filing |
| OKE ONEOK, Inc. Common StockOwner: Joint | Exchange | $500,001–$1,000,000+ $100,001–$250,000 | Sep 11 → Sep 25 | View filing |
| UNH UnitedHealth Group Incorporated Common StockOwner: Joint | Sale | $15,001–$50,000 | Sep 10 → Sep 25 | View filing |
| NVO Novo Nordisk A/S Common StockOwner: Self (incl. trusts/accounts) | Sale | $1,001–$15,000 | Sep 10 → Sep 25 | View filing |
| HD Home Depot, Inc.Owner: Joint | Sale | $15,001–$50,000 | Sep 10 → Sep 25 | View filing |
| ETN Eaton Corporation, PLC Ordinary SharesOwner: Self (incl. trusts/accounts) | Sale | $1,001–$15,000 | Sep 10 → Sep 25 | View filing |
| MRSH Marsh Common StockOwner: Joint | Sale | $100,001–$250,000 | Sep 9 → Sep 25 | View filing |
| BSX Boston Scientific Corporation Common StockOwner: Joint | Sale | $50,001–$100,000 | Sep 9 → Sep 25 | View filing |
| ITW Illinois Tool Works Inc. Common StockOwner: Joint | Sale | $15,001–$50,000 | Sep 9 → Sep 25 | View filing |
| PTC PTC Inc. - Common StockOwner: Joint | Sale | $50,001–$100,000 | Sep 9 → Sep 25 | View filing |
| AAPL Apple Inc. - Common StockOwner: Child | Sale | 2 × $1,001–$15,000 | Sep 8 → Sep 25 | View filing |
| ETV Eaton Vance Corporation Eaton Vance Tax-Managed Buy-Write Opportunities Fund Common Shares of Beneficial InterestOwner: Child | Sale | $1,001–$15,000 | Sep 8 → Sep 25 | View filing |
| IQV IQVIA Holdings, Inc. Common StockOwner: Child | Sale | $1,001–$15,000 | Sep 8 → Sep 25 | View filing |
| BSX Boston Scientific Corporation Common StockOwner: Joint | Sale | $50,001–$100,000 | Sep 4 → Sep 25 | View filing |
| ITW Illinois Tool Works Inc. Common StockOwner: Joint | Sale | $50,001–$100,000 | Sep 4 → Sep 25 | View filing |
| DVN Devon Energy Corporation Common StockOwner: Joint | Sale | $100,001–$250,000 | Sep 4 → Sep 25 | View filing |
| OKE ONEOK, Inc. Common StockOwner: Joint | Sale | $15,001–$50,000 | Sep 4 → Sep 25 | View filing |
| VUZI Vuzix CorporationOwner: Child | Sale | 2 × $1,001–$15,000 | Sep 3 → Sep 25 | View filing |
| IQV IQVIA Holdings, Inc. Common StockOwner: Child | Sale | $1,001–$15,000 | Sep 3 → Sep 25 | View filing |
| BSX Boston Scientific Corporation Common StockOwner: Child | Sale | 3 × $1,001–$15,000 | Sep 3 → Sep 25 | View filing |
| AIO Virtus Artificial Intelligence & Technology Opportunities Fund Common Shares of Beneficial InterestOwner: Child | Sale | $1,001–$15,000 | Sep 3 → Sep 25 | View filing |
| LOW Lowe's Companies, Inc. Common StockOwner: Joint | Sale | $1,001–$15,000 | Sep 2 → Sep 25 | View filing |
| HD Home Depot, Inc.Owner: Joint | Sale | $15,001–$50,000 | Sep 2 → Sep 25 | View filing |
| CL Colgate-Palmolive Company Common StockOwner: Joint | Sale | $1,001–$15,000 | Sep 2 → Sep 25 | View filing |
| LIN Linde plc - Ordinary SharesOwner: Joint | Sale | $15,001–$50,000 | Sep 2 → Sep 25 | View filing |
| ORLY O'Reilly Automotive, Inc. - Common StockOwner: Joint | Sale | $15,001–$50,000 | Sep 2 → Sep 25 | View filing |
| ITW Illinois Tool Works Inc. Common StockOwner: Joint | Sale | $15,001–$50,000 | Sep 2 → Sep 25 | View filing |
| ROK Rockwell Automation, Inc. Common StockOwner: Joint | Sale | 2 × $15,001–$50,000 | Sep 2 → Sep 25 | View filing |
| TJX TJX Companies, Inc.Owner: Joint | Sale | $15,001–$50,000 | Sep 2 → Sep 25 | View filing |
| CDNS Cadence Design Systems, Inc. - Common StockOwner: Joint | Sale | $15,001–$50,000 | Sep 2 → Sep 25 | View filing |
| MRSH Marsh Common StockOwner: Joint | Sale | $1,001–$15,000 | Sep 2 → Sep 25 | View filing |
| NEE NextEra Energy, Inc. Common StockOwner: Joint | Sale | $1,001–$15,000 | Sep 2 → Sep 25 | View filing |
| LMT Lockheed Martin Corporation Common StockOwner: Joint | Sale | 2 × $15,001–$50,000 | Sep 2 → Sep 25 | View filing |
| SBUX Starbucks Corporation - Common StockOwner: Joint | Sale | $1,001–$15,000 | Sep 2 → Sep 25 | View filing |
| DHR Danaher Corporation Common StockOwner: Joint | Sale | $1,001–$15,000 | Sep 2 → Sep 25 | View filing |
| DVN Devon Energy Corporation Common StockOwner: Joint | Sale | $100,001–$250,000 | Sep 2 → Sep 25 | View filing |
| XOM ExxonMobil Holdings Corporation Common StockOwner: Joint | Sale | $100,001–$250,000 | Aug 31 → Sep 25 | View filing |
| ORLY O'Reilly Automotive, Inc. - Common StockOwner: Joint | Sale | $15,001–$50,000 | Aug 31 → Sep 25 | View filing |
| KO Coca-Cola CompanyOwner: Joint | Purchase | $1,001–$15,000 | Aug 31 → Sep 25 | View filing |
| TJX TJX Companies, Inc.Owner: Joint | Sale | $15,001–$50,000 | Aug 31 → Sep 25 | View filing |
| DVN Devon Energy Corporation Common StockOwner: Joint | Sale | $100,001–$250,000 | Aug 31 → Sep 25 | View filing |
| AIO Virtus Artificial Intelligence & Technology Opportunities Fund Common Shares of Beneficial InterestOwner: Joint | Sale | $15,001–$50,000 | Aug 31 → Sep 25 | View filing |
| PRGS Progress Software Corporation - Common StockOwner: Joint | Sale | $15,001–$50,000 | Aug 31 → Sep 25 | View filing |
| HD Home Depot, Inc.Owner: Joint | Sale | $15,001–$50,000 | Aug 31 → Sep 25 | View filing |
| F Ford Motor Company Common StockOwner: Self (incl. trusts/accounts) | Sale | $1,001–$15,000 | Aug 31 → Sep 25 | View filing |
| LIN Linde plc - Ordinary SharesOwner: Joint | Sale | $15,001–$50,000 | Aug 31 → Sep 25 | View filing |
| CR Crane Company Common StockOwner: Joint | Sale | $50,001–$100,000 | Aug 31 → Sep 25 | View filing |
| HON Honeywell International Inc.Owner: Joint | Sale | $15,001–$50,000 | Aug 31 → Sep 25 | View filing |
| NVO Novo Nordisk A/S Common StockOwner: Self (incl. trusts/accounts) | Sale | $1,001–$15,000 | Aug 31 → Sep 25 | View filing |
| DVN Devon Energy Corporation Common StockOwner: Self (incl. trusts/accounts) | Sale | $15,001–$50,000 | Aug 31 → Sep 25 | View filing |
| CXT Crane NXT, Co. Common StockOwner: Joint | Sale | $15,001–$50,000 | Aug 31 → Sep 25 | View filing |
| DHR Danaher Corporation Common StockOwner: Joint | Sale | $15,001–$50,000 | Aug 31 → Sep 25 | View filing |
| ITW Illinois Tool Works Inc. Common StockOwner: Joint | Sale | $15,001–$50,000 | Aug 31 → Sep 25 | View filing |
| CB CHUBB Limited Common StockOwner: Joint | Purchase | $1,001–$15,000 | Aug 31 → Sep 25 | View filing |
| PTC PTC Inc. - Common StockOwner: Joint | Sale | $50,001–$100,000 | Aug 31 → Sep 25 | View filing |
| CSX CSX CorporationOwner: Self (incl. trusts/accounts) | Sale | $1,001–$15,000 | Aug 31 → Sep 25 | View filing |
| RA Brookfield Real Assets Income Fund Inc. Common StockOwner: Joint | Sale | $15,001–$50,000 | Aug 31 → Sep 25 | View filing |
| CL Colgate-Palmolive Company Common StockOwner: Self (incl. trusts/accounts) | Sale | $1,001–$15,000 | Aug 31 → Sep 25 | View filing |
| BSX Boston Scientific Corporation Common StockOwner: Joint | Sale | $15,001–$50,000 | Aug 31 → Sep 25 | View filing |
| OKE ONEOK, Inc. Common StockOwner: Joint | Sale | $50,001–$100,000 | Aug 31 → Sep 25 | View filing |
| PBA Pembina Pipeline Corp. Ordinary SharesOwner: Self (incl. trusts/accounts) | Sale | $15,001–$50,000 | Aug 27 → Sep 25 | View filing |
| CL Colgate-Palmolive Company Common StockOwner: Self (incl. trusts/accounts) | Sale | $1,001–$15,000 | Aug 27 → Sep 25 | View filing |
| CSX CSX CorporationOwner: Self (incl. trusts/accounts) | Sale | $1,001–$15,000 | Aug 27 → Sep 25 | View filing |
| NVS Novartis AG Common StockOwner: Self (incl. trusts/accounts) | Sale | $15,001–$50,000 | Aug 27 → Sep 25 | View filing |
| TJX TJX Companies, Inc.Owner: Self (incl. trusts/accounts) | Sale | $1,001–$15,000 | Aug 27 → Sep 25 | View filing |
| HD Home Depot, Inc.Owner: Self (incl. trusts/accounts) | Sale | $1,001–$15,000 | Aug 27 → Sep 25 | View filing |
| WMT Walmart Inc. - Common StockOwner: Self (incl. trusts/accounts) | Sale | $1,001–$15,000 | Aug 27 → Sep 25 | View filing |
| MRSH Marsh Common StockOwner: Joint | Sale | $1,001–$15,000 | Aug 24 → Sep 1 | View filing |
| HD Home Depot, Inc.Owner: Joint | Sale | $50,001–$100,000 | Aug 24 → Sep 1 | View filing |
| LOW Lowe's Companies, Inc. Common StockOwner: Joint | Sale | $1,001–$15,000 | Aug 24 → Sep 1 | View filing |
| PG Procter & Gamble CompanyOwner: Joint | Sale | $50,001–$100,000 | Aug 24 → Sep 1 | View filing |
| MDT Medtronic plc. Ordinary SharesOwner: Joint | Sale | $15,001–$50,000 | Aug 24 → Sep 1 | View filing |
| VLTO Veralto Corp Common StockOwner: Joint | Sale | $1,001–$15,000 | Aug 21 → Sep 1 | View filing |
| MSFT Microsoft Corporation - Common StockOwner: Joint | Sale | $15,001–$50,000 | Aug 21 → Sep 1 | View filing |
| HONA Honeywell Aerospace Inc. - Common StockOwner: Joint | Sale | $15,001–$50,000 | Aug 19 → Sep 1 | View filing |
| CL Colgate-Palmolive Company Common StockOwner: Joint | Sale | $1,001–$15,000 | Aug 19 → Sep 1 | View filing |
| BIIB Biogen Inc. - Common StockOwner: Self (incl. trusts/accounts) | Sale | $1,001–$15,000 | Aug 18 → Sep 1 | View filing |
| KMB Kimberly-Clark Corporation - Common StockOwner: Self (incl. trusts/accounts) | Sale | $1,001–$15,000 | Aug 18 → Sep 1 | View filing |
| BUD Anheuser-Busch Inbev SA Sponsored ADROwner: Self (incl. trusts/accounts) | Sale | $1,001–$15,000 | Aug 18 → Sep 1 | View filing |
| VLTO Veralto Corp Common StockOwner: Joint | Sale | $1,001–$15,000 | Aug 14 → Sep 1 | View filing |
| ICLR ICON plc - Ordinary SharesOwner: Joint | Sale | $15,001–$50,000 | Aug 14 → Sep 1 | View filing |
| ADBE Adobe Inc. - Common StockOwner: Joint | Sale | $15,001–$50,000 | Aug 14 → Sep 1 | View filing |
| CARR Carrier Global Corporation Common StockOwner: Joint | Sale | $1,001–$15,000 | Aug 14 → Sep 1 | View filing |
| NKE Nike, Inc. Common StockOwner: Self (incl. trusts/accounts) | Sale | $1,001–$15,000 | Aug 13 → Sep 1 | View filing |
| GAP Gap, Inc.Owner: Self (incl. trusts/accounts) | Sale | $1,001–$15,000 | Aug 13 → Sep 1 | View filing |
| BA Boeing CompanyOwner: Joint | Sale | $1,001–$15,000+ $15,001–$50,000 | Aug 13 → Sep 1 | View filing |
| WAT Waters Corporation Common StockOwner: Joint | Sale | $1,001–$15,000 | Aug 13 → Sep 1 | View filing |
| HRL Hormel Foods Corporation Common StockOwner: Self (incl. trusts/accounts) | Sale | $1,001–$15,000 | Aug 13 → Sep 1 | View filing |
| DIS Walt Disney CompanyOwner: Joint | Sale | $15,001–$50,000 | Aug 10 → Sep 1 | View filing |
| OTIS Otis Worldwide Corporation Common StockOwner: Joint | Sale | $1,001–$15,000 | Aug 10 → Sep 1 | View filing |
| VLTO Veralto Corp Common StockOwner: Joint | Sale | $1,001–$15,000 | Aug 10 → Sep 1 | View filing |
| PG Procter & Gamble CompanyOwner: Joint | Sale | $1,001–$15,000 | Aug 5 → Sep 1 | View filing |
| SOLS Solstice Advanced Materials Inc. - Common StockOwner: Joint | Sale | $1,001–$15,000 | Aug 5 → Sep 1 | View filing |
| ALC Alcon Inc. Ordinary SharesOwner: Self (incl. trusts/accounts) | Sale | $1,001–$15,000 | Aug 5 → Sep 1 | View filing |
| VSNT Versant Media Group, Inc. - Class A Common StockOwner: Joint | Sale | $1,001–$15,000 | Aug 5 → Aug 10amended Aug 12 | View filingAmended report |
| OGN Organon & Co. Common StockOwner: Joint | Sale | $1,001–$15,000 | Aug 5 → Aug 10amended Aug 12 | View filingAmended report |
| MDLZ Mondelez International, Inc. - Class A Common StockOwner: Joint | Sale | $1,001–$15,000 | Aug 5 → Aug 10 | View filing |
| EL Estee Lauder Companies, Inc.Owner: Joint | Sale | $1,001–$15,000 | Aug 5 → Aug 10 | View filing |
| DEO Diageo plc Common StockOwner: Joint | Sale | $1,001–$15,000 | Aug 5 → Aug 10 | View filing |
| CMCSA Comcast Corporation - Class A Common StockOwner: Joint | Sale | $1,001–$15,000 | Aug 5 → Aug 10 | View filing |
| KVUE Kenvue Inc. Common StockOwner: Joint | Sale | $1,001–$15,000 | Aug 5 → Aug 10 | View filing |
| XOM Exxon Mobil Corporation Common StockOwner: Joint | Exchange | 2 × $100,001–$250,000 | Jul 2 → Jul 16 | View filing |
| HONAV Honeywell Aerospace Inc. - Common StockOwner: Joint | Exchange | $15,001–$50,000 | Jun 29 → Jul 16 | View filing |
| DVN Devon Energy Corporation Common StockOwner: Self (incl. trusts/accounts) | Exchange | $15,001–$50,000 | May 8 → Jun 2 | View filing |
| DVN Devon Energy Corporation Common StockOwner: Joint | Exchange | $15,001–$50,000 | May 8 → Jun 2 | View filing |
| CTRA Coterra Energy Inc. Common StockOwner: Joint | Exchange | $15,001–$50,000 | May 8 → Jun 2 | View filing |
| CTRA Coterra Energy Inc. Common StockOwner: Self (incl. trusts/accounts) | Exchange | $15,001–$50,000 | May 8 → Jun 2 | View filing |
| EXAS Exact Sciences Corporation - Common StockOwner: Child | Sale | $1,001–$15,000 | Mar 24 → Apr 3 | View filing |
| MDT Medtronic plc. Ordinary SharesOwner: Joint | Sale | $15,001–$50,000 | Mar 20 → Apr 3 | View filing |
| PLD Prologis, Inc. Common StockOwner: Joint | Sale | $50,001–$100,000 | Mar 20 → Apr 3 | View filing |
| TROW T. Rowe Price Group, Inc. - Common StockOwner: Joint | Sale | $15,001–$50,000 | Mar 20 → Apr 3 | View filing |
| TXN Texas Instruments Incorporated - Common StockOwner: Joint | Sale | $500,001–$1,000,000 | Mar 18 → Apr 3 | View filing |
| SMA SmartStop Self Storage REIT, Inc. Common StockOwner: Joint | Sale | $500,001–$1,000,000 | Mar 18 → Apr 3 | View filing |
| IVZ Invesco Ltd Common StockOwner: Joint | Sale | $15,001–$50,000 | Mar 17 → Apr 3 | View filing |
| BDX Becton, Dickinson and Company Common StockOwner: Joint | Sale | $15,001–$50,000 | Mar 17 → Apr 3 | View filing |
| MUA Blackrock MuniAssets Fund, Inc Common StockOwner: Joint | Sale | $50,001–$100,000 | Mar 17 → Apr 3 | View filing |
| KVUE Kenvue Inc. Common StockOwner: Joint | Sale | $15,001–$50,000 | Mar 17 → Apr 3 | View filing |
| CMCSA Comcast Corporation - Class A Common StockOwner: Joint | Sale | $15,001–$50,000 | Mar 17 → Apr 3 | View filing |
| CTSH Cognizant Technology Solutions Corporation - Class A Common StockOwner: Joint | Sale | $15,001–$50,000 | Mar 17 → Apr 3 | View filing |
| IQV IQVIA Holdings, Inc. Common StockOwner: Joint | Sale | $50,001–$100,000 | Mar 16 → Apr 3 | View filing |
| ACN Accenture plc Class A Ordinary SharesOwner: Joint | Sale | $250,001–$500,000 | Mar 16 → Apr 3 | View filing |
| PRGS Progress Software Corporation - Common StockOwner: Joint | Sale | $50,001–$100,000 | Mar 16 → Apr 3 | View filing |
| ICLR ICON plc - Ordinary SharesOwner: Joint | Sale | $100,001–$250,000 | Mar 5 → Apr 3 | View filing |
| WAT Waters Corporation Common StockOwner: Joint | Exchange | $1,001–$15,000 | Feb 9 → Mar 6 | View filing |
| UNH UnitedHealth Group Incorporated Common StockOwner: Joint | Sale | $250,001–$500,000 | Dec 23, 2025 → Jan 22 | View filing |
| CSX CSX CorporationOwner: Self (incl. trusts/accounts) | Sale | $15,001–$50,000 | Oct 28, 2025 → Nov 16, 2025 | View filing |
| ORLY O'Reilly Automotive, Inc. - Common StockOwner: Joint | Sale | $1,001–$15,000 | Oct 28, 2025 → Nov 16, 2025 | View filing |
| BSX Boston Scientific Corporation Common StockOwner: Joint | Sale | $15,001–$50,000 | Oct 28, 2025 → Nov 16, 2025 | View filing |
| MSFT Microsoft Corporation - Common StockOwner: Joint | Sale | $15,001–$50,000 | Oct 28, 2025 → Nov 16, 2025 | View filing |
| HD Home Depot, Inc.Owner: Self (incl. trusts/accounts) | Sale | $1,001–$15,000 | Oct 28, 2025 → Nov 16, 2025 | View filing |
| STX Seagate Technology Holdings PLC - Ordinary SharesOwner: Self (incl. trusts/accounts) | Sale | $15,001–$50,000 | Oct 28, 2025 → Nov 16, 2025 | View filing |
| ACN Accenture plc Class A Ordinary SharesOwner: Joint | Sale | $100,001–$250,000 | Oct 27, 2025 → Nov 16, 2025 | View filing |
| MCD McDonald's Corporation Common StockOwner: Joint | Sale | $1,001–$15,000+ $100,001–$250,000 | Oct 23, 2025 → Nov 16, 2025 | View filing |
| ETN Eaton Corporation, PLC Ordinary SharesOwner: Self (incl. trusts/accounts) | Sale | $15,001–$50,000 | Oct 6, 2025 → Nov 16, 2025 | View filing |
| STX Seagate Technology Holdings PLC - Ordinary SharesOwner: Self (incl. trusts/accounts) | Sale | $15,001–$50,000 | Oct 6, 2025 → Nov 16, 2025 | View filing |
| MSFT Microsoft Corporation - Common StockOwner: Joint | Sale | $15,001–$50,000 | Sep 26, 2025 → Oct 16, 2025 | View filing |
| ACN Accenture plc Class A Ordinary SharesOwner: Joint | Sale | $15,001–$50,000 | Sep 26, 2025 → Oct 16, 2025 | View filing |
| MASI Masimo Corporation - Common StockOwner: Joint | Sale | $15,001–$50,000 | Sep 26, 2025 → Oct 16, 2025 | View filing |
| HD Home Depot, Inc.Owner: Joint | Sale | $15,001–$50,000 | Sep 26, 2025 → Oct 16, 2025 | View filing |
| JNJ Johnson & Johnson Common StockOwner: Joint | Sale | $100,001–$250,000 | Dec 31, 2024 → Jan 15, 2025 | View filing |
| DXCM DexCom, Inc. - Common StockOwner: Joint | Sale | $50,001–$100,000 | Dec 31, 2024 → Jan 15, 2025 | View filing |
| INTC Intel Corporation - Common StockOwner: Joint | Sale | $50,001–$100,000 | Dec 31, 2024 → Jan 15, 2025 | View filing |
| EL Estee Lauder Companies, Inc.Owner: Joint | Sale | $15,001–$50,000 | Dec 31, 2024 → Jan 15, 2025 | View filing |
| DVN Devon Energy Corporation Common StockOwner: Joint | Sale | $250,001–$500,000 | Dec 31, 2024 → Jan 15, 2025 | View filing |
| AGCO AGCO Corporation Common StockOwner: Joint | Sale | $50,001–$100,000 | Dec 31, 2024 → Jan 15, 2025 | View filing |
| HD Home Depot, Inc.Owner: Joint | Purchase | $1,001–$15,000 | Dec 12, 2024 → Jan 15, 2025 | View filing |
| XOM Exxon Mobil Corporation Common StockOwner: Joint | Purchase | $1,001–$15,000 | Dec 10, 2024 → Jan 15, 2025 | View filing |
| MCD McDonald's Corporation Common StockOwner: Joint | Purchase | $100,001–$250,000 | Oct 29, 2024 → Nov 15, 2024 | View filing |
| CB CHUBB Limited Common StockOwner: Joint | Purchase | $1,001–$15,000 | Jul 8, 2024 → Aug 10, 2024 | View filing |
| LMT Lockheed Martin Corporation Common StockOwner: Joint | Purchase | $1,001–$15,000 | Jun 28, 2024 → Jul 15, 2024 | View filing |
| DVN Devon Energy Corporation Common StockOwner: Joint | Purchase | 2 × $1,001–$15,000 | Jun 28, 2024 → Jul 15, 2024 | View filing |
| UNH UnitedHealth Group Incorporated Common StockOwner: Joint | Purchase | $1,001–$15,000 | Jun 25, 2024 → Jul 15, 2024 | View filing |
| WMB Williams Companies, Inc.Owner: Joint | Purchase | $1,001–$15,000 | Jun 24, 2024 → Jul 15, 2024 | View filing |
| LIN Linde plc - Ordinary SharesOwner: Joint | Purchase | $1,001–$15,000 | Jun 21, 2024 → Jul 15, 2024 | View filing |
| AGCO AGCO Corporation Common StockOwner: Joint | Purchase | $1,001–$15,000 | Jun 20, 2024 → Jul 15, 2024 | View filing |
| NEE NextEra Energy, Inc. Common StockOwner: Joint | Purchase | $1,001–$15,000 | Jun 17, 2024 → Jul 15, 2024 | View filing |
| HD Home Depot, Inc.Owner: Joint | Purchase | 2 × $1,001–$15,000 | Jun 13, 2024 → Jul 15, 2024 | View filing |
| RTX RTX Corporation Common StockOwner: Joint | Purchase | $1,001–$15,000 | Jun 13, 2024 → Jul 15, 2024 | View filing |
| EMR Emerson Electric Company Common StockOwner: Joint | Purchase | $1,001–$15,000 | Jun 10, 2024 → Jul 15, 2024 | View filing |
| XOM Exxon Mobil Corporation Common StockOwner: Joint | Purchase | 2 × $1,001–$15,000 | Jun 10, 2024 → Jul 15, 2024 | View filing |
| ROK Rockwell Automation, Inc. Common StockOwner: Joint | Purchase | $1,001–$15,000 | Jun 10, 2024 → Jul 15, 2024 | View filing |
| JNJ Johnson & Johnson Common StockOwner: Joint | Purchase | $1,001–$15,000 | Jun 4, 2024 → Jul 15, 2024 | View filing |
| TXN Texas Instruments Incorporated - Common StockOwner: Joint | Purchase | 2 × $1,001–$15,000 | May 21, 2024 → Jun 7, 2024 | View filing |
| ACN Accenture plc Class A Ordinary SharesOwner: Joint | Purchase | $1,001–$15,000 | May 17, 2024 → Jun 7, 2024 | View filing |
| MMC Marsh & McLennan Companies, Inc. Common StockOwner: Joint | Purchase | $1,001–$15,000 | May 15, 2024 → Jun 7, 2024 | View filing |
| OKE ONEOK, Inc. Common StockOwner: Joint | Purchase | 2 × $1,001–$15,000 | May 15, 2024 → Jun 7, 2024 | View filing |
| XOM Exxon Mobil Corporation Common StockOwner: Joint | Exchange | $100,001–$250,000 | May 3, 2024 → Jun 7, 2024 | View filing |
| PXD Pioneer Natural Resources Company Common StockOwner: Joint | Exchange | $100,001–$250,000 | May 3, 2024 → Jun 7, 2024 | View filing |
| JPM JP Morgan Chase & Co. Common StockOwner: Joint | Purchase | $1,001–$15,000 | Apr 30, 2024 → May 12, 2024 | View filing |
| LMT Lockheed Martin Corporation Common StockOwner: Joint | Purchase | $1,001–$15,000 | Mar 29, 2024 → Apr 12, 2024 | View filing |
| LIN Linde plc - Ordinary SharesOwner: Joint | Purchase | $1,001–$15,000 | Mar 28, 2024 → Apr 12, 2024 | View filing |
| DVN Devon Energy Corporation Common StockOwner: Joint | Purchase | $15,001–$50,000+ $1,001–$15,000 | Mar 28, 2024 → Apr 12, 2024 | View filing |
| WMB Williams Companies, Inc.Owner: Joint | Purchase | $1,001–$15,000 | Mar 25, 2024 → Apr 12, 2024 | View filing |
| PXD Pioneer Natural Resources Company Common StockOwner: Joint | Purchase | $1,001–$15,000 | Mar 22, 2024 → Apr 12, 2024 | View filing |
| HD Home Depot, Inc.Owner: Joint | Purchase | 2 × $1,001–$15,000 | Mar 21, 2024 → Apr 12, 2024 | View filing |
| RTX RTX Corporation Common StockOwner: Joint | Purchase | $1,001–$15,000 | Mar 21, 2024 → Apr 12, 2024 | View filing |
| UNH UnitedHealth Group Incorporated Common StockOwner: Joint | Purchase | $1,001–$15,000 | Mar 19, 2024 → Apr 12, 2024 | View filing |
| NEE NextEra Energy, Inc. Common StockOwner: Joint | Purchase | $1,001–$15,000 | Mar 15, 2024 → Apr 12, 2024 | View filing |
| XOM Exxon Mobil Corporation Common StockOwner: Joint | Purchase | $1,001–$15,000 | Mar 11, 2024 → Apr 12, 2024 | View filing |
| EMR Emerson Electric Company Common StockOwner: Joint | Purchase | $1,001–$15,000 | Mar 11, 2024 → Apr 12, 2024 | View filing |
| ROK Rockwell Automation, Inc. Common StockOwner: Joint | Purchase | $1,001–$15,000 | Mar 11, 2024 → Apr 12, 2024 | View filing |
| JNJ Johnson & Johnson Common StockOwner: Joint | Purchase | $1,001–$15,000 | Mar 5, 2024 → Apr 12, 2024 | View filing |
| ACN Accenture plc Class A Ordinary SharesOwner: Joint | Purchase | $1,001–$15,000 | Feb 20, 2024 → Mar 12, 2024 | View filing |
| MMC Marsh & McLennan Companies, Inc. Common StockOwner: Joint | Purchase | $1,001–$15,000 | Feb 15, 2024 → Mar 12, 2024 | View filing |
| OKE ONEOK, Inc. Common StockOwner: Joint | Purchase | 2 × $1,001–$15,000 | Feb 14, 2024 → Mar 12, 2024 | View filing |
| TXN Texas Instruments Incorporated - Common StockOwner: Joint | Purchase | 2 × $1,001–$15,000 | Feb 13, 2024 → Mar 12, 2024 | View filing |
| JPM JP Morgan Chase & Co. Common StockOwner: Joint | Purchase | $1,001–$15,000 | Jan 31, 2024 → Feb 11, 2024 | View filing |
| COST Costco Wholesale Corporation - Common StockOwner: Joint | Purchase | $1,001–$15,000 | Jan 12, 2024 → Feb 11, 2024 | View filing |
| VUZI Vuzix CorporationOwner: Child | Sale | $1,001–$15,000 | Jan 2, 2024 → Feb 11, 2024 | View filing |
| EXAS Exact Sciences Corporation - Common StockOwner: Child | Sale | $1,001–$15,000 | Jan 2, 2024 → Feb 11, 2024 | View filing |
| LMT Lockheed Martin CorporationOwner: Joint | Purchase | $1,001–$15,000 | Dec 29, 2023 → Jan 13, 2024 | View filing |
| DVN Devon Energy CorporationOwner: Joint | Purchase | $15,001–$50,000+ $1,001–$15,000 | Dec 29, 2023 → Jan 13, 2024 | View filing |
| WMB Williams Companies, Inc.Owner: Joint | Purchase | $1,001–$15,000 | Dec 26, 2023 → Jan 13, 2024 | View filing |
| PXD Pioneer Natural Resources CompanyOwner: Joint | Purchase | $1,001–$15,000 | Dec 22, 2023 → Jan 13, 2024 | View filing |
| LIN Linde plc - Ordinary SharesOwner: Joint | Purchase | $1,001–$15,000 | Dec 18, 2023 → Jan 13, 2024 | View filing |
| NEE NextEra Energy, Inc.Owner: Joint | Purchase | $1,001–$15,000 | Dec 15, 2023 → Jan 13, 2024 | View filing |
| RTX RTX CorporationOwner: Joint | Purchase | $1,001–$15,000 | Dec 14, 2023 → Jan 13, 2024 | View filing |
| HD Home Depot, Inc.Owner: Joint | Purchase | 2 × $1,001–$15,000 | Dec 14, 2023 → Jan 13, 2024 | View filing |
| UNH UnitedHealth Group Incorporated Common StockOwner: Joint | Purchase | $1,001–$15,000 | Dec 12, 2023 → Jan 13, 2024 | View filing |
| XOM Exxon Mobil CorporationOwner: Joint | Purchase | $1,001–$15,000 | Dec 11, 2023 → Jan 13, 2024 | View filing |
| EMR Emerson Electric CompanyOwner: Joint | Purchase | $1,001–$15,000 | Dec 11, 2023 → Jan 13, 2024 | View filing |
| ROK Rockwell Automation, Inc.Owner: Joint | Purchase | $1,001–$15,000 | Dec 11, 2023 → Jan 13, 2024 | View filing |
| CCLD CareCloud, Inc.Owner: Child | Sale | $1,001–$15,000 | Dec 8, 2023 → Jan 13, 2024 | View filing |
| JNJ Johnson & JohnsonOwner: Joint | Purchase | $1,001–$15,000 | Dec 5, 2023 → Jan 13, 2024 | View filing |
| ACN Accenture plc Class A Ordinary SharesOwner: Joint | Purchase | $1,001–$15,000 | Nov 15, 2023 → Dec 7, 2023 | View filing |
| MMC Marsh & McLennan Companies, Inc.Owner: Joint | Purchase | $1,001–$15,000 | Nov 15, 2023 → Dec 7, 2023 | View filing |
| TXN Texas Instruments IncorporatedOwner: Joint | Purchase | 2 × $1,001–$15,000 | Nov 14, 2023 → Dec 7, 2023 | View filing |
| OKE ONEOK, Inc.Owner: Joint | Purchase | 2 × $1,001–$15,000 | Nov 14, 2023 → Dec 7, 2023 | View filing |
| JPM JP Morgan Chase & Co.Owner: Joint | Purchase | $1,001–$15,000 | Oct 31, 2023 → Nov 17, 2023 | View filing |
| VOD Vodafone Group Plc - American Depositary Shares each representing ten Ordinary SharesOwner: Self (incl. trusts/accounts) | Sale | $1,001–$15,000 | Oct 11, 2023 → Nov 17, 2023 | View filing |
| CMP Compass Minerals Intl IncOwner: Self (incl. trusts/accounts) | Sale | $1,001–$15,000 | Oct 11, 2023 → Nov 17, 2023 | View filing |
| DVN Devon Energy CorporationOwner: Joint | Purchase | $1,001–$15,000+ $15,001–$50,000 | Sep 29, 2023 → Oct 13, 2023 | View filing |
| MMP Magellan Midstream Partners L.P. Limited PartnershipOwner: Joint | Exchange | $500,001–$1,000,000+ $50,001–$100,000 | Sep 26, 2023 → Oct 13, 2023 | View filing |
| WMB Williams Companies, Inc.Owner: Joint | Purchase | $1,001–$15,000 | Sep 25, 2023 → Oct 13, 2023 | View filing |
| MMP Magellan Midstream Partners L.P. Limited PartnershipOwner: Joint | Purchase | $1,001–$15,000 | Sep 25, 2023 → Oct 13, 2023 | View filing |
| PXD Pioneer Natural Resources CompanyOwner: Joint | Purchase | $1,001–$15,000 | Sep 21, 2023 → Oct 13, 2023 | View filing |
| UNH UnitedHealth Group Incorporated Common StockOwner: Joint | Purchase | $1,001–$15,000 | Sep 19, 2023 → Oct 13, 2023 | View filing |
| LIN Linde plc Ordinary SharesOwner: Joint | Purchase | $1,001–$15,000 | Sep 19, 2023 → Oct 13, 2023 | View filing |
| NEE NextEra Energy, Inc.Owner: Joint | Purchase | $1,001–$15,000 | Sep 15, 2023 → Oct 13, 2023 | View filing |
| HD Home Depot, Inc.Owner: Joint | Purchase | 2 × $1,001–$15,000 | Sep 14, 2023 → Oct 13, 2023 | View filing |
| XOM Exxon Mobil CorporationOwner: Joint | Purchase | $1,001–$15,000 | Sep 11, 2023 → Oct 13, 2023 | View filing |
| EMR Emerson Electric CompanyOwner: Joint | Purchase | $1,001–$15,000 | Sep 11, 2023 → Oct 13, 2023 | View filing |
| ROK Rockwell Automation, Inc.Owner: Joint | Purchase | $1,001–$15,000 | Sep 11, 2023 → Oct 13, 2023 | View filing |
| RTX RTX CorporationOwner: Joint | Purchase | $1,001–$15,000 | Sep 7, 2023 → Oct 13, 2023 | View filing |
| JNJ Johnson & JohnsonOwner: Joint | Purchase | $1,001–$15,000 | Sep 7, 2023 → Oct 13, 2023 | View filing |
| MMC Marsh & McLennan Companies, Inc.Owner: Joint | Purchase | $1,001–$15,000 | Aug 15, 2023 → Sep 7, 2023 | View filing |
| ACN Accenture plc Class A Ordinary SharesOwner: Joint | Purchase | $1,001–$15,000 | Aug 15, 2023 → Sep 7, 2023 | View filing |
| TXN Texas Instruments IncorporatedOwner: Joint | Purchase | $1,001–$15,000 | Aug 15, 2023 → Sep 7, 2023 | View filing |
| OKE ONEOK, Inc.Owner: Joint | Purchase | $1,001–$15,000 | Aug 14, 2023 → Sep 7, 2023 | View filing |
| MMP Magellan Midstream Partners L.P. Limited PartnershipOwner: Joint | Purchase | $1,001–$15,000 | Aug 14, 2023 → Sep 7, 2023 | View filing |
| JPM JP Morgan Chase & Co.Owner: Joint | Purchase | $1,001–$15,000 | Jul 31, 2023 → Aug 16, 2023 | View filing |
| DVN Devon Energy CorporationOwner: Joint | Purchase | $15,001–$50,000+ $1,001–$15,000 | Jun 30, 2023 → Jul 12, 2023 | View filing |
| UNH UnitedHealth Group Incorporated Common StockOwner: Joint | Purchase | $1,001–$15,000 | Jun 27, 2023 → Jul 12, 2023 | View filing |
| WMB Williams Companies, Inc.Owner: Joint | Purchase | $1,001–$15,000 | Jun 26, 2023 → Jul 12, 2023 | View filing |
| LMT Lockheed Martin CorporationOwner: Joint | Purchase | $1,001–$15,000 | Jun 23, 2023 → Jul 12, 2023 | View filing |
| PXD Pioneer Natural Resources CompanyOwner: Joint | Purchase | $1,001–$15,000 | Jun 21, 2023 → Jul 12, 2023 | View filing |
| ARGO Argo Group International Holdings, Ltd.Owner: Joint | Purchase | $1,001–$15,000 | Jun 20, 2023 → Jul 12, 2023 | View filing |
| LIN Linde plc Ordinary SharesOwner: Joint | Purchase | $1,001–$15,000 | Jun 16, 2023 → Jul 12, 2023 | View filing |
| NEE NextEra Energy, Inc.Owner: Joint | Purchase | $1,001–$15,000 | Jun 15, 2023 → Jul 12, 2023 | View filing |
| RTX Raytheon Technologies CorporationOwner: Joint | Purchase | $1,001–$15,000 | Jun 15, 2023 → Jul 12, 2023 | View filing |
| HD Home Depot, Inc.Owner: Joint | Purchase | 2 × $1,001–$15,000 | Jun 15, 2023 → Jul 12, 2023 | View filing |
| ROK Rockwell Automation, Inc.Owner: Joint | Purchase | $1,001–$15,000 | Jun 12, 2023 → Jul 12, 2023 | View filing |
| XOM Exxon Mobil CorporationOwner: Joint | Purchase | $1,001–$15,000 | Jun 9, 2023 → Jul 12, 2023 | View filing |
| EMR Emerson Electric CompanyOwner: Joint | Purchase | $1,001–$15,000 | Jun 9, 2023 → Jul 12, 2023 | View filing |
| JNJ Johnson & JohnsonOwner: Joint | Purchase | $1,001–$15,000 | Jun 6, 2023 → Jul 12, 2023 | View filing |
| ACN Accenture plc Class A Ordinary SharesOwner: Joint | Purchase | $1,001–$15,000 | May 17, 2023 → Jun 13, 2023 | View filing |
| TXN Texas Instruments IncorporatedOwner: Joint | Purchase | $1,001–$15,000 | May 16, 2023 → Jun 13, 2023 | View filing |
| MMP Magellan Midstream Partners L.P. Limited PartnershipOwner: Joint | Purchase | $1,001–$15,000 | May 15, 2023 → Jun 13, 2023 | View filing |
| OKE ONEOK, Inc.Owner: Joint | Purchase | $1,001–$15,000 | May 15, 2023 → Jun 13, 2023 | View filing |
| ABB ABB LtdOwner: Joint | Purchase | $1,001–$15,000 | May 11, 2023 → Jun 13, 2023 | View filing |
| JPM JP Morgan Chase & Co.Owner: Joint | Purchase | $1,001–$15,000 | Apr 28, 2023 → May 11, 2023 | View filing |
| AHCO AdaptHealth Corp.Owner: Child | Sale | 2 × $1,001–$15,000 | Apr 6, 2023 → May 11, 2023 | View filing |
| DVN Devon Energy CorporationOwner: Joint | Purchase | $1,001–$15,000+ $15,001–$50,000 | Mar 31, 2023 → Apr 10, 2023 | View filing |
| LIN Linde plc Ordinary SharesOwner: Joint | Purchase | $1,001–$15,000 | Mar 28, 2023 → Apr 10, 2023 | View filing |
| WMB Williams Companies, Inc.Owner: Joint | Purchase | $1,001–$15,000 | Mar 27, 2023 → Apr 10, 2023 | View filing |
| LMT Lockheed Martin CorporationOwner: Joint | Purchase | $1,001–$15,000 | Mar 24, 2023 → Apr 10, 2023 | View filing |
| HD Home Depot, Inc.Owner: Joint | Purchase | 2 × $1,001–$15,000 | Mar 23, 2023 → Apr 10, 2023 | View filing |
| RTX Raytheon Technologies CorporationOwner: Joint | Purchase | $1,001–$15,000 | Mar 23, 2023 → Apr 10, 2023 | View filing |
| UNH UnitedHealth Group Incorporated Common StockOwner: Joint | Purchase | $1,001–$15,000 | Mar 21, 2023 → Apr 10, 2023 | View filing |
| PXD Pioneer Natural Resources CompanyOwner: Joint | Purchase | $1,001–$15,000 | Mar 17, 2023 → Apr 10, 2023 | View filing |
| NEE NextEra Energy, Inc.Owner: Joint | Purchase | $1,001–$15,000 | Mar 15, 2023 → Apr 10, 2023 | View filing |
| EMR Emerson Electric CompanyOwner: Joint | Purchase | $1,001–$15,000 | Mar 10, 2023 → Apr 10, 2023 | View filing |
| ROK Rockwell Automation, Inc.Owner: Joint | Purchase | $1,001–$15,000 | Mar 10, 2023 → Apr 10, 2023 | View filing |
| JNJ Johnson & JohnsonOwner: Joint | Purchase | $1,001–$15,000 | Mar 7, 2023 → Apr 10, 2023 | View filing |
| INTC Intel CorporationOwner: Joint | Purchase | $1,001–$15,000 | Mar 1, 2023 → Apr 10, 2023 | View filing |
| ACN Accenture plc Class A Ordinary SharesOwner: Joint | Purchase | $1,001–$15,000 | Feb 15, 2023 → Mar 15, 2023 | View filing |
| TXN Texas Instruments IncorporatedOwner: Joint | Purchase | $1,001–$15,000 | Feb 14, 2023 → Mar 15, 2023 | View filing |
| OKE ONEOK, Inc.Owner: Joint | Purchase | $1,001–$15,000 | Feb 14, 2023 → Mar 15, 2023 | View filing |
| MMP Magellan Midstream Partners L.P. Limited PartnershipOwner: Joint | Purchase | $1,001–$15,000 | Feb 14, 2023 → Mar 15, 2023 | View filing |
| PXD Pioneer Natural Resources CompanyOwner: Joint | Sale | $1,000,001–$5,000,000 | Feb 1, 2023 → Mar 15, 2023 | View filing |
| ORLY O'Reilly Automotive, Inc.Owner: Joint | Sale | $1,001–$15,000 | Jan 31, 2023 → Feb 14, 2023 | View filing |
| DG Dollar General CorporationOwner: Joint | Sale | $1,001–$15,000 | Jan 31, 2023 → Feb 14, 2023 | View filing |
| EXAS Exact Sciences CorporationOwner: Joint | Sale | $1,001–$15,000 | Jan 31, 2023 → Feb 14, 2023 | View filing |
| JNJ Johnson & JohnsonOwner: Joint | Sale | $1,001–$15,000 | Jan 31, 2023 → Feb 14, 2023 | View filing |
| LMT Lockheed Martin CorporationOwner: Joint | Sale | $1,001–$15,000 | Jan 31, 2023 → Feb 14, 2023 | View filing |
| ACN Accenture plc Class A Ordinary SharesOwner: Joint | Sale | $1,001–$15,000 | Jan 31, 2023 → Feb 14, 2023 | View filing |
| JPM JP Morgan Chase & Co.Owner: Joint | Purchase | $1,001–$15,000 | Jan 31, 2023 → Feb 14, 2023 | View filing |
| BLK BlackRock, Inc.Owner: Joint | Sale | $1,001–$15,000 | Jan 31, 2023 → Feb 14, 2023 | View filing |
| RSG Republic Services, Inc.Owner: Joint | Sale | $1,001–$15,000 | Jan 31, 2023 → Feb 14, 2023 | View filing |
| ROK Rockwell Automation, Inc.Owner: Joint | Sale | $1,001–$15,000 | Jan 31, 2023 → Feb 14, 2023 | View filing |
| JPM JP Morgan Chase & Co.Owner: Joint | Sale | $1,001–$15,000 | Jan 31, 2023 → Feb 14, 2023 | View filing |
| RTX Raytheon Technologies CorporationOwner: Joint | Sale | $1,001–$15,000 | Jan 31, 2023 → Feb 14, 2023 | View filing |
| V Visa Inc.Owner: Joint | Sale | $1,001–$15,000 | Jan 31, 2023 → Feb 14, 2023 | View filing |
| COST Costco Wholesale CorporationOwner: Joint | Sale | $1,001–$15,000 | Jan 31, 2023 → Feb 14, 2023 | View filing |
| LIN Linde plc Ordinary ShareOwner: Joint | Sale | $1,001–$15,000 | Jan 31, 2023 → Feb 14, 2023 | View filing |
| CMCSA Comcast Corporation - Class AOwner: Joint | Sale | $1,001–$15,000 | Jan 31, 2023 → Feb 14, 2023 | View filing |
| ADBE Adobe Inc.Owner: Joint | Sale | $1,001–$15,000 | Jan 31, 2023 → Feb 14, 2023 | View filing |
| MDT Medtronic plc. Ordinary SharesOwner: Joint | Sale | $1,001–$15,000 | Jan 31, 2023 → Feb 14, 2023 | View filing |
| AMT American Tower CorporationOwner: Joint | Sale | $1,001–$15,000 | Jan 31, 2023 → Feb 14, 2023 | View filing |
| ICLR ICON plc - Ordinary SharesOwner: Joint | Sale | $1,001–$15,000 | Jan 31, 2023 → Feb 14, 2023 | View filing |
| ICE Intercontinental Exchange Inc.Owner: Joint | Sale | $1,001–$15,000 | Jan 31, 2023 → Feb 14, 2023 | View filing |
| TJX TJX Companies, Inc.Owner: Joint | Sale | $1,001–$15,000 | Jan 31, 2023 → Feb 14, 2023 | View filing |
| INTC Intel CorporationOwner: Joint | Sale | $1,001–$15,000 | Jan 31, 2023 → Feb 14, 2023 | View filing |
| CRM Salesforce, Inc.Owner: Joint | Sale | $1,001–$15,000 | Jan 31, 2023 → Feb 14, 2023 | View filing |
| HD Home Depot, Inc.Owner: Joint | Sale | $1,001–$15,000 | Jan 31, 2023 → Feb 14, 2023 | View filing |
| LOW Lowe's Companies, Inc.Owner: Joint | Sale | $1,001–$15,000 | Jan 31, 2023 → Feb 14, 2023 | View filing |
| NEE NextEra Energy, Inc.Owner: Joint | Sale | $1,001–$15,000 | Jan 31, 2023 → Feb 14, 2023 | View filing |
| NVS Novartis AGOwner: Joint | Sale | $1,001–$15,000 | Jan 31, 2023 → Feb 14, 2023 | View filing |
| TMO Thermo Fisher Scientific IncOwner: Joint | Sale | $1,001–$15,000 | Jan 31, 2023 → Feb 14, 2023 | View filing |
| PG Procter & Gamble CompanyOwner: Joint | Sale | $1,001–$15,000 | Jan 31, 2023 → Feb 14, 2023 | View filing |
| AMZN Amazon.com, Inc.Owner: Joint | Sale | $1,001–$15,000 | Jan 31, 2023 → Feb 14, 2023 | View filing |
| DHR Danaher CorporationOwner: Joint | Sale | $1,001–$15,000 | Jan 31, 2023 → Feb 14, 2023 | View filing |
| KO Coca-Cola CompanyOwner: Joint | Sale | $1,001–$15,000 | Jan 31, 2023 → Feb 14, 2023 | View filing |
| MSFT Microsoft CorporationOwner: Joint | Sale | $15,001–$50,000 | Jan 31, 2023 → Feb 14, 2023 | View filing |
| MDLZ Mondelez International, Inc. - Class AOwner: Joint | Sale | $1,001–$15,000 | Jan 31, 2023 → Feb 14, 2023 | View filing |
| BA Boeing CompanyOwner: Joint | Sale | $1,001–$15,000 | Jan 31, 2023 → Feb 14, 2023 | View filing |
| PSX Phillips 66Owner: Joint | Sale | $1,001–$15,000 | Jan 31, 2023 → Feb 14, 2023 | View filing |
| ECL Ecolab Inc.Owner: Joint | Sale | $1,001–$15,000 | Jan 31, 2023 → Feb 14, 2023 | View filing |
| HON Honeywell International Inc.Owner: Joint | Sale | $1,001–$15,000 | Jan 31, 2023 → Feb 14, 2023 | View filing |
| TXN Texas Instruments IncorporatedOwner: Joint | Sale | $1,001–$15,000 | Jan 31, 2023 → Feb 14, 2023 | View filing |
| PH Parker-Hannifin CorporationOwner: Joint | Sale | $1,001–$15,000 | Jan 31, 2023 → Feb 14, 2023 | View filing |
| CB CHUBB LimitedOwner: Joint | Sale | $1,001–$15,000 | Jan 31, 2023 → Feb 14, 2023 | View filing |
| MSFT Microsoft CorporationOwner: Joint | Sale | $1,000,001–$5,000,000 | Jan 4, 2023 → Feb 14, 2023 | View filing |
| DVN Devon Energy CorporationOwner: Joint | Purchase | $1,001–$15,000+ $15,001–$50,000 | Dec 30, 2022 → Jan 13, 2023 | View filing |
| LMT Lockheed Martin CorporationOwner: Joint | Purchase | $1,001–$15,000 | Dec 30, 2022 → Jan 13, 2023 | View filing |
| WMB Williams Companies, Inc.Owner: Joint | Purchase | $1,001–$15,000 | Dec 26, 2022 → Jan 13, 2023 | View filing |
| BLL Ball CorporationOwner: Joint | Sale | $50,001–$100,000 | Dec 19, 2022 → Jan 13, 2023 | View filing |
| CCLD CareCloud, Inc.Owner: Joint | Sale | $1,001–$15,000 | Dec 19, 2022 → Jan 13, 2023 | View filing |
| WYNN Wynn Resorts, LimitedOwner: Joint | Sale | $15,001–$50,000 | Dec 19, 2022 → Jan 13, 2023 | View filing |
| HLT Hilton Worldwide Holdings Inc.Owner: Joint | Sale | $50,001–$100,000 | Dec 19, 2022 → Jan 13, 2023 | View filing |
| ARCB ArcBest CorporationOwner: Joint | Sale | $50,001–$100,000 | Dec 19, 2022 → Jan 13, 2023 | View filing |
| EXAS Exact Sciences CorporationOwner: Joint | Sale | $50,001–$100,000 | Dec 19, 2022 → Jan 13, 2023 | View filing |
| ECL Ecolab Inc.Owner: Joint | Sale | $15,001–$50,000 | Dec 19, 2022 → Jan 13, 2023 | View filing |
| ADBE Adobe Inc.Owner: Joint | Sale | $250,001–$500,000 | Dec 19, 2022 → Jan 13, 2023 | View filing |
| MASI Masimo CorporationOwner: Joint | Sale | $50,001–$100,000 | Dec 19, 2022 → Jan 13, 2023 | View filing |
| RTN Raytheon CompanyOwner: Joint | Purchase | $1,001–$15,000 | Dec 15, 2022 → Jan 13, 2023 | View filing |
| PXD Pioneer Natural Resources CompanyOwner: Joint | Purchase | $1,001–$15,000+ $15,001–$50,000 | Dec 15, 2022 → Jan 13, 2023 | View filing |
| HD Home Depot, Inc.Owner: Joint | Purchase | $1,001–$15,000 | Dec 15, 2022 → Jan 13, 2023 | View filing |
| NEE NextEra Energy, Inc.Owner: Joint | Purchase | $1,001–$15,000 | Dec 15, 2022 → Jan 13, 2023 | View filing |
| UNH UnitedHealth Group Incorporated Common StockOwner: Joint | Purchase | $1,001–$15,000 | Dec 13, 2022 → Jan 13, 2023 | View filing |
| ROK Rockwell Automation, Inc.Owner: Joint | Purchase | $1,001–$15,000 | Dec 12, 2022 → Jan 13, 2023 | View filing |
| EMR Emerson Electric CompanyOwner: Joint | Purchase | $1,001–$15,000 | Dec 9, 2022 → Jan 13, 2023 | View filing |
| XOM Exxon Mobil CorporationOwner: Joint | Purchase | $1,001–$15,000 | Dec 9, 2022 → Jan 13, 2023 | View filing |
| MSFT Microsoft CorporationOwner: Joint | Purchase | $1,001–$15,000 | Dec 8, 2022 → Jan 13, 2023 | View filing |
| JNJ Johnson & JohnsonOwner: Joint | Purchase | $1,001–$15,000 | Dec 6, 2022 → Jan 13, 2023 | View filing |
| INTC Intel CorporationOwner: Joint | Purchase | $1,001–$15,000 | Dec 1, 2022 → Jan 13, 2023 | View filing |
| CR Crane Holdings, Co.Owner: Joint | Sale | $1,001–$15,000 | Nov 21, 2022 → Dec 8, 2022 | View filing |
| AMP Ameriprise Financial, Inc.Owner: Joint | Sale | $1,001–$15,000 | Nov 21, 2022 → Dec 8, 2022 | View filing |
| VFC V.F. CorporationOwner: Joint | Sale | $1,001–$15,000 | Nov 21, 2022 → Dec 8, 2022 | View filing |
| MMC Marsh & McLennan Companies, Inc.Owner: Joint | Sale | $1,001–$15,000 | Nov 21, 2022 → Dec 8, 2022 | View filing |
| SHW Sherwin-Williams CompanyOwner: Joint | Sale | $1,001–$15,000 | Nov 21, 2022 → Dec 8, 2022 | View filing |
| ACN Accenture plc Class A Ordinary SharesOwner: Joint | Purchase | $1,001–$15,000 | Nov 15, 2022 → Dec 8, 2022 | View filing |
| TXN Texas Instruments IncorporatedOwner: Joint | Purchase | $1,001–$15,000 | Nov 15, 2022 → Dec 8, 2022 | View filing |
| MMP Magellan Midstream Partners L.P. Limited PartnershipOwner: Joint | Purchase | $1,001–$15,000 | Nov 14, 2022 → Dec 8, 2022 | View filing |
| OKE ONEOK, Inc.Owner: Joint | Purchase | $1,001–$15,000 | Nov 14, 2022 → Dec 8, 2022 | View filing |
| JPM JP Morgan Chase & Co.Owner: Joint | Purchase | $1,001–$15,000 | Oct 31, 2022 → Nov 9, 2022 | View filing |
| JEPI JPMorgan Equity Premium Income ETFOwner: Joint | Purchase | $1,001–$15,000 | Oct 6, 2022 → Nov 9, 2022 | View filing |
| DVN Devon Energy CorporationOwner: Joint | Purchase | $1,001–$15,000+ $15,001–$50,000 | Sep 30, 2022 → Oct 10, 2022 | View filing |
| DGRO IShares Core Dividend Growth ETFOwner: Joint | Purchase | 2 × $1,001–$15,000 | Sep 30, 2022 → Oct 10, 2022 | View filing |
| WMB Williams Companies, Inc.Owner: Joint | Purchase | $1,001–$15,000 | Sep 26, 2022 → Oct 10, 2022 | View filing |
| UNH UnitedHealth Group Incorporated Common StockOwner: Joint | Purchase | $1,001–$15,000 | Sep 20, 2022 → Oct 10, 2022 | View filing |
| PXD Pioneer Natural Resources CompanyOwner: Joint | Purchase | $15,001–$50,000+ $1,001–$15,000 | Sep 16, 2022 → Oct 10, 2022 | View filing |
| HD Home Depot, Inc.Owner: Joint | Purchase | $1,001–$15,000 | Sep 15, 2022 → Oct 10, 2022 | View filing |
| NEE NextEra Energy, Inc.Owner: Joint | Purchase | $1,001–$15,000 | Sep 15, 2022 → Oct 10, 2022 | View filing |
| ROK Rockwell Automation, Inc.Owner: Joint | Purchase | $1,001–$15,000 | Sep 12, 2022 → Oct 10, 2022 | View filing |
| XOM Exxon Mobil CorporationOwner: Joint | Purchase | $1,001–$15,000 | Sep 9, 2022 → Oct 10, 2022 | View filing |
| EMR Emerson Electric CompanyOwner: Joint | Purchase | $1,001–$15,000 | Sep 9, 2022 → Oct 10, 2022 | View filing |
| JEPI JPMorgan Equity Premium Income ETFOwner: Joint | Purchase | $1,001–$15,000 | Sep 7, 2022 → Oct 10, 2022 | View filing |
| ASML ASML Holding N.V. - New York Registry SharesOwner: Joint | Purchase | $50,001–$100,000 | Aug 25, 2022 → Sep 15, 2022 | View filing |
| PTC PTC Inc.Owner: Joint | Purchase | $15,001–$50,000 | Aug 25, 2022 → Sep 15, 2022 | View filing |
| CDNS Cadence Design Systems, Inc.Owner: Joint | Purchase | $15,001–$50,000 | Aug 18, 2022 → Sep 15, 2022 | View filing |
| CTRA Coterra Energy Inc.Owner: Joint | Purchase | $15,001–$50,000 | Aug 17, 2022 → Sep 15, 2022 | View filing |
| TXN Texas Instruments IncorporatedOwner: Joint | Purchase | $1,001–$15,000 | Aug 16, 2022 → Sep 15, 2022 | View filing |
| OKE ONEOK, Inc.Owner: Joint | Purchase | $1,001–$15,000 | Aug 15, 2022 → Sep 15, 2022 | View filing |
| ACN Accenture plc Class A Ordinary SharesOwner: Joint | Purchase | $1,001–$15,000 | Aug 15, 2022 → Sep 15, 2022 | View filing |
| MMP Magellan Midstream Partners L.P. Limited PartnershipOwner: Joint | Purchase | $1,001–$15,000 | Aug 12, 2022 → Sep 15, 2022 | View filing |
| JPM JP Morgan Chase & Co.Owner: Joint | Purchase | $1,001–$15,000 | Jul 31, 2022 → Aug 15, 2022 | View filing |
| TIP IShares TIPS Bond ETFOwner: Joint | Purchase | $1,001–$15,000 | Jul 8, 2022 → Aug 15, 2022 | View filing |
| DVN Devon Energy CorporationOwner: Joint | Purchase | $1,001–$15,000+ $15,001–$50,000 | Jun 30, 2022 → Jul 15, 2022 | View filing |
| WMB Williams Companies, Inc.Owner: Joint | Purchase | $1,001–$15,000 | Jun 27, 2022 → Jul 15, 2022 | View filing |
| LMT Lockheed Martin CorporationOwner: Joint | Purchase | $1,001–$15,000 | Jun 24, 2022 → Jul 15, 2022 | View filing |
| AGCO AGCO CorporationOwner: Joint | Purchase | $1,001–$15,000 | Jun 21, 2022 → Jul 15, 2022 | View filing |
| RTX Raytheon Technologies CorporationOwner: Joint | Purchase | $1,001–$15,000 | Jun 16, 2022 → Jul 15, 2022 | View filing |
| HD Home Depot, Inc.Owner: Joint | Purchase | $1,001–$15,000 | Jun 16, 2022 → Jul 15, 2022 | View filing |
| NEE NextEra Energy, Inc.Owner: Joint | Purchase | $1,001–$15,000 | Jun 15, 2022 → Jul 15, 2022 | View filing |
| PXD Pioneer Natural Resources CompanyOwner: Joint | Purchase | $15,001–$50,000+ $1,001–$15,000 | Jun 14, 2022 → Jul 15, 2022 | View filing |
| CERN Cerner CorporationOwner: Self (incl. trusts/accounts) | Sale | $15,001–$50,000 | Jun 10, 2022 → Jul 15, 2022 | View filing |
| EMR Emerson Electric CompanyOwner: Joint | Purchase | $1,001–$15,000 | Jun 10, 2022 → Jul 15, 2022 | View filing |
| XOM Exxon Mobil CorporationOwner: Joint | Purchase | $1,001–$15,000 | Jun 10, 2022 → Jul 15, 2022 | View filing |
| ROK Rockwell Automation, Inc.Owner: Joint | Purchase | $1,001–$15,000 | Jun 10, 2022 → Jul 15, 2022 | View filing |
| MSFT Microsoft CorporationOwner: Joint | Purchase | $1,001–$15,000 | Jun 9, 2022 → Jul 15, 2022 | View filing |
| JNJ Johnson & JohnsonOwner: Joint | Purchase | $1,001–$15,000 | Jun 7, 2022 → Jul 15, 2022 | View filing |
| INTC Intel CorporationOwner: Joint | Purchase | $1,001–$15,000 | Jun 1, 2022 → Jul 15, 2022 | View filing |
| TXN Texas Instruments IncorporatedOwner: Joint | Purchase | $1,001–$15,000 | May 17, 2022 → Jun 14, 2022 | View filing |
| MTBC CareCloud, Inc.Owner: Child | Sale | $1,001–$15,000 | May 16, 2022 → Jun 14, 2022 | View filing |
| EXAS Exact Sciences CorporationOwner: Child | Sale | $1,001–$15,000 | May 16, 2022 → Jun 14, 2022 | View filing |
| OKE ONEOK, Inc.Owner: Joint | Purchase | $1,001–$15,000 | May 16, 2022 → Jun 14, 2022 | View filing |
| MMP Magellan Midstream Partners L.P. Limited PartnershipOwner: Joint | Purchase | $1,001–$15,000 | May 13, 2022 → Jun 14, 2022 | View filing |
| ACN Accenture plc Class A Ordinary SharesOwner: Joint | Purchase | $1,001–$15,000 | May 13, 2022 → Jun 14, 2022 | View filing |
| ABB ABB LtdOwner: Joint | Purchase | $1,001–$15,000 | May 11, 2022 → Jun 14, 2022 | View filing |
| JPM JP Morgan Chase & Co.Owner: Joint | Purchase | $1,001–$15,000 | Apr 30, 2022 → May 12, 2022 | View filing |
| IQV IQVIA Holdings, Inc.Owner: Child | Sale | $1,001–$15,000 | Apr 22, 2022 → May 12, 2022 | View filing |
| AHCO AdaptHealth Corp.Owner: Child | Sale | $1,001–$15,000 | Apr 22, 2022 → May 12, 2022 | View filing |
| MDLZ Mondelez International, Inc. - Class AOwner: Joint | Sale | $15,001–$50,000 | Apr 12, 2022 → May 12, 2022 | View filing |
| HON Honeywell International Inc.Owner: Joint | Sale | $250,001–$500,000 | Apr 8, 2022 → May 12, 2022 | View filing |
| AHCO AdaptHealth Corp.Owner: Joint | Sale | $50,001–$100,000 | Apr 1, 2022 → May 12, 2022 | View filing |
| DVN Devon Energy CorporationOwner: Joint | Purchase | $15,001–$50,000+ $1,001–$15,000 | Mar 31, 2022 → Apr 12, 2022 | View filing |
| WMB Williams Companies, Inc.Owner: Joint | Purchase | $1,001–$15,000 | Mar 28, 2022 → Apr 12, 2022 | View filing |
| LMT Lockheed Martin CorporationOwner: Joint | Purchase | $1,001–$15,000 | Mar 25, 2022 → Apr 12, 2022 | View filing |
| HD Home Depot, Inc.Owner: Joint | Purchase | $1,001–$15,000 | Mar 24, 2022 → Apr 12, 2022 | View filing |
| RTX Raytheon Technologies CorporationOwner: Joint | Purchase | $1,001–$15,000 | Mar 24, 2022 → Apr 12, 2022 | View filing |
| UNH UnitedHealth Group Incorporated Common StockOwner: Joint | Purchase | $1,001–$15,000 | Mar 22, 2022 → Apr 12, 2022 | View filing |
| NEE NextEra Energy, Inc.Owner: Joint | Purchase | $1,001–$15,000 | Mar 15, 2022 → Apr 12, 2022 | View filing |
| PXD Pioneer Natural Resources CompanyOwner: Joint | Purchase | 3 × $1,001–$15,000 | Mar 14, 2022 → Apr 12, 2022 | View filing |
| HON Honeywell International Inc.Owner: Joint | Purchase | $1,001–$15,000 | Mar 11, 2022 → Apr 12, 2022 | View filing |
| ROK Rockwell Automation, Inc.Owner: Joint | Purchase | $1,001–$15,000 | Mar 10, 2022 → Apr 12, 2022 | View filing |
| XOM Exxon Mobil CorporationOwner: Joint | Purchase | $1,001–$15,000 | Mar 10, 2022 → Apr 12, 2022 | View filing |
| MSFT Microsoft CorporationOwner: Joint | Purchase | $1,001–$15,000 | Mar 10, 2022 → Apr 12, 2022 | View filing |
| EMR Emerson Electric CompanyOwner: Joint | Purchase | $1,001–$15,000 | Mar 10, 2022 → Apr 12, 2022 | View filing |
| JNJ Johnson & JohnsonOwner: Joint | Purchase | $1,001–$15,000 | Mar 8, 2022 → Apr 12, 2022 | View filing |
| INTC Intel CorporationOwner: Joint | Purchase | $1,001–$15,000 | Mar 1, 2022 → Apr 12, 2022 | View filing |
| ACN Accenture plc Class A Ordinary SharesOwner: Joint | Purchase | $1,001–$15,000 | Feb 15, 2022 → Mar 7, 2022 | View filing |
| MMP Magellan Midstream Partners L.P. Limited PartnershipOwner: Joint | Purchase | $1,001–$15,000 | Feb 14, 2022 → Mar 7, 2022 | View filing |
| OKE ONEOK, Inc.Owner: Joint | Purchase | $1,001–$15,000 | Feb 14, 2022 → Mar 7, 2022 | View filing |
| TXN Texas Instruments IncorporatedOwner: Joint | Purchase | $1,001–$15,000 | Feb 7, 2022 → Mar 7, 2022 | View filing |
| JPM JP Morgan Chase & Co.Owner: Joint | Purchase | $1,001–$15,000 | Jan 31, 2022 → Feb 2, 2022 | View filing |
| PXD Pioneer Natural Resources CompanyOwner: Joint | Purchase | $1,001–$15,000 | Jan 14, 2022 → Feb 2, 2022 | View filing |
| DVN Devon Energy CorporationOwner: Joint | Purchase | $15,001–$50,000+ $1,001–$15,000 | Dec 30, 2021 → Jan 11, 2022 | View filing |
| WMB Williams Companies, Inc.Owner: Joint | Purchase | $1,001–$15,000 | Dec 27, 2021 → Jan 11, 2022 | View filing |
| LMT Lockheed Martin CorporationOwner: Joint | Purchase | $1,001–$15,000 | Dec 27, 2021 → Jan 11, 2022 | View filing |
| VUZI Vuzix CorporationOwner: Joint | Sale | $50,001–$100,000 | Dec 20, 2021 → Jan 11, 2022 | View filing |
| ASXC Asensus Surgical, Inc.Owner: Joint | Sale | $15,001–$50,000 | Dec 20, 2021 → Jan 11, 2022 | View filing |
| MDT Medtronic plc. Ordinary SharesOwner: Joint | Sale | $100,001–$250,000 | Dec 20, 2021 → Jan 11, 2022 | View filing |
| RTX Raytheon Technologies CorporationOwner: Joint | Purchase | $1,001–$15,000 | Dec 16, 2021 → Jan 11, 2022 | View filing |
| HD Home Depot, Inc.Owner: Joint | Purchase | $1,001–$15,000 | Dec 16, 2021 → Jan 11, 2022 | View filing |
| NEE NextEra Energy, Inc.Owner: Joint | Purchase | $1,001–$15,000 | Dec 15, 2021 → Jan 11, 2022 | View filing |
| PXD Pioneer Natural Resources CompanyOwner: Joint | Purchase | 2 × $1,001–$15,000 | Dec 14, 2021 → Jan 11, 2022 | View filing |
| UNH UnitedHealth group Incorporated Common StockOwner: Joint | Purchase | $1,001–$15,000 | Dec 14, 2021 → Jan 11, 2022 | View filing |
| XOM Exxon Mobil CorporationOwner: Joint | Purchase | $1,001–$15,000 | Dec 10, 2021 → Jan 11, 2022 | View filing |
| EMR Emerson Electric CompanyOwner: Joint | Purchase | $1,001–$15,000 | Dec 10, 2021 → Jan 11, 2022 | View filing |
| ROK Rockwell Automation, Inc.Owner: Joint | Purchase | $1,001–$15,000 | Dec 10, 2021 → Jan 11, 2022 | View filing |
| MSFT Microsoft CorporationOwner: Joint | Purchase | $1,001–$15,000 | Dec 9, 2021 → Jan 11, 2022 | View filing |
| JNJ Johnson & JohnsonOwner: Joint | Purchase | $1,001–$15,000 | Dec 7, 2021 → Jan 11, 2022 | View filing |
| HON Honeywell International Inc.Owner: Joint | Purchase | $1,001–$15,000 | Dec 3, 2021 → Jan 11, 2022 | View filing |
| TJX TJX Companies, Inc.Owner: Joint | Purchase | $15,001–$50,000 | Nov 26, 2021 → Dec 9, 2021 | View filing |
| HLT Hilton Worldwide Holdings Inc.Owner: Joint | Purchase | $50,001–$100,000 | Nov 26, 2021 → Dec 9, 2021 | View filing |
| ABB ABB LtdOwner: Joint | Purchase | $50,001–$100,000 | Nov 26, 2021 → Dec 9, 2021 | View filing |
| AGCO AGCO CorporationOwner: Joint | Purchase | $50,001–$100,000 | Nov 26, 2021 → Dec 9, 2021 | View filing |
| BLL Ball CorporationOwner: Joint | Purchase | $50,001–$100,000 | Nov 26, 2021 → Dec 9, 2021 | View filing |
| INTC Intel CorporationOwner: Joint | Purchase | $15,001–$50,000 | Nov 26, 2021 → Dec 9, 2021 | View filing |
| FTEC Fidelity MSCI Information Technology Index ETFOwner: Joint | Purchase | $100,001–$250,000 | Nov 26, 2021 → Dec 9, 2021 | View filing |
| PH Parker-Hannifin CorporationOwner: Joint | Purchase | $15,001–$50,000 | Nov 26, 2021 → Dec 9, 2021 | View filing |
| ACN Accenture plc Class A Ordinary SharesOwner: Joint | Purchase | $1,001–$15,000 | Nov 26, 2021 → Dec 9, 2021 | View filing |
| ARCB ArcBest CorporationOwner: Joint | Purchase | $50,001–$100,000 | Nov 26, 2021 → Dec 9, 2021 | View filing |
| DRE Duke Realty CorporationOwner: Joint | Purchase | $50,001–$100,000 | Nov 26, 2021 → Dec 9, 2021 | View filing |
| PWR Quanta Services, Inc.Owner: Joint | Purchase | $50,001–$100,000 | Nov 26, 2021 → Dec 9, 2021 | View filing |
| CR Crane Co.Owner: Joint | Purchase | $15,001–$50,000 | Nov 26, 2021 → Dec 9, 2021 | View filing |
| FDIS Fidelity MSCI Consumer Discretionary Index ETFOwner: Joint | Purchase | $50,001–$100,000 | Nov 26, 2021 → Dec 9, 2021 | View filing |
| FSK FS KKR Capital Corp.Owner: Joint | Sale | $100,001–$250,000 | Nov 26, 2021 → Dec 9, 2021 | View filing |
| FBND Fidelity Total Bond ETFOwner: Joint | Sale | $50,001–$100,000 | Nov 16, 2021 → Dec 9, 2021 | View filing |
| TXN Texas Instruments IncorporatedOwner: Joint | Purchase | $1,001–$15,000 | Nov 15, 2021 → Dec 9, 2021 | View filing |
| OKE ONEOK, Inc.Owner: Joint | Purchase | $1,001–$15,000 | Nov 15, 2021 → Dec 9, 2021 | View filing |
| MMP Magellan Midstream Partners L.P. Limited PartnershipOwner: Joint | Purchase | $1,001–$15,000 | Nov 12, 2021 → Dec 9, 2021 | View filing |
| TIP IShares TIPS Bond ETFOwner: Joint | Purchase | $1,001–$15,000 | Nov 5, 2021 → Dec 9, 2021 | View filing |
| JPM JP Morgan Chase & Co.Owner: Joint | Purchase | $1,001–$15,000 | Oct 29, 2021 → Nov 5, 2021 | View filing |
| BLK BlackRock, Inc.Owner: Joint | Purchase | $15,001–$50,000 | Oct 20, 2021 → Nov 5, 2021 | View filing |
| PXD Pioneer Natural Resources gfedc CompanyOwner: Joint | Purchase | $100,001–$250,000 | Oct 20, 2021 → Nov 5, 2021 | View filing |
| FMAT Fidelity MSCI Materials Index ETFOwner: Joint | Purchase | $15,001–$50,000 | Oct 20, 2021 → Nov 5, 2021 | View filing |
| ORLY O'Reilly Automotive, Inc.Owner: Joint | Purchase | $15,001–$50,000 | Oct 20, 2021 → Nov 5, 2021 | View filing |
| V Visa Inc.Owner: Joint | Purchase | $50,001–$100,000 | Oct 20, 2021 → Nov 5, 2021 | View filing |
| CVX Chevron CorporationOwner: Joint | Purchase | $50,001–$100,000 | Oct 20, 2021 → Nov 5, 2021 | View filing |
| ITW Illinois Tool Works Inc.Owner: Joint | Purchase | $15,001–$50,000 | Oct 20, 2021 → Nov 5, 2021 | View filing |
| LMT Lockheed Martin CorporationOwner: Joint | Purchase | $50,001–$100,000 | Oct 20, 2021 → Nov 5, 2021 | View filing |
| PXD Pioneer Natural Resources CompanyOwner: Joint | Purchase | $1,001–$15,000 | Oct 14, 2021 → Nov 5, 2021 | View filing |
| TIP IShares TIPS bond ETFOwner: Joint | Purchase | 2 × $1,001–$15,000 | Oct 7, 2021 → Nov 5, 2021 | View filing |
| DIAL Columbia Diversified Fixed Income Allocation ETFOwner: Joint | Purchase | $1,001–$15,000 | Oct 6, 2021 → Nov 5, 2021 | View filing |
| DVN Devon Energy CorporationOwner: Joint | Purchase | 2 × $1,001–$15,000 | Sep 30, 2021 → Oct 7, 2021 | View filing |
| DGRO IShares Core Dividend growth ETFOwner: Joint | Purchase | 2 × $1,001–$15,000 | Sep 30, 2021 → Oct 7, 2021 | View filing |
| WMB Williams Companies, Inc.Owner: Joint | Purchase | $1,001–$15,000 | Sep 27, 2021 → Oct 7, 2021 | View filing |
| ACN Accenture plc Class A Ordinary SharesOwner: Joint | Purchase | $100,001–$250,000 | Sep 23, 2021 → Oct 7, 2021 | View filing |
| UNH UnitedHealth group Incorporated Common StockOwner: Joint | Purchase | $250,001–$500,000 | Sep 23, 2021 → Oct 7, 2021 | View filing |
| MDT Medtronic plc. Ordinary SharesOwner: Joint | Purchase | $100,001–$250,000 | Sep 23, 2021 → Oct 7, 2021 | View filing |
| RTX Raytheon Technologies CorporationOwner: Joint | Purchase | $250,001–$500,000 | Sep 23, 2021 → Oct 7, 2021 | View filing |
| SPY SPDR S&P 500Owner: Joint | Sale | $500,001–$1,000,000 | Sep 20, 2021 → Oct 7, 2021 | View filing |
| PXD Pioneer Natural Resources CompanyOwner: Joint | Purchase | $1,001–$15,000 | Sep 17, 2021 → Oct 7, 2021 | View filing |
| HD Home Depot, Inc.Owner: Joint | Purchase | $1,001–$15,000 | Sep 16, 2021 → Oct 7, 2021 | View filing |
| NEE NextEra Energy, Inc.Owner: Joint | Purchase | $1,001–$15,000 | Sep 15, 2021 → Oct 7, 2021 | View filing |
| ROK Rockwell Automation, Inc.Owner: Joint | Purchase | $1,001–$15,000 | Sep 10, 2021 → Oct 7, 2021 | View filing |
| EMR Emerson Electric CompanyOwner: Joint | Purchase | $1,001–$15,000 | Sep 10, 2021 → Oct 7, 2021 | View filing |
| MSFT Microsoft CorporationOwner: Joint | Purchase | $1,001–$15,000 | Sep 9, 2021 → Oct 7, 2021 | View filing |
| TIP IShares TIPS bond ETFOwner: Joint | Purchase | 2 × $1,001–$15,000 | Sep 8, 2021 → Oct 7, 2021 | View filing |
| JNJ Johnson & JohnsonOwner: Joint | Purchase | $1,001–$15,000 | Sep 7, 2021 → Oct 7, 2021 | View filing |
| DIAL Columbia Diversified Fixed Income Allocation ETFOwner: Joint | Purchase | $1,001–$15,000 | Sep 7, 2021 → Oct 7, 2021 | View filing |
| HON Honeywell International Inc.Owner: Joint | Purchase | $1,001–$15,000 | Sep 3, 2021 → Oct 7, 2021 | View filing |
| ICLR ICON plc - Ordinary SharesOwner: Joint | Purchase | $15,001–$50,000 | Sep 2, 2021 → Oct 7, 2021 | View filing |
| PRGS Progress Software CorporationOwner: Joint | Purchase | $15,001–$50,000+ $1,001–$15,000 | Sep 2, 2021 → Oct 7, 2021 | View filing |
| RTX Raytheon Technologies CorporationOwner: Joint | Purchase | $50,001–$100,000 | Sep 2, 2021 → Oct 7, 2021 | View filing |
| INTC Intel CorporationOwner: Joint | Purchase | $50,001–$100,000 | Sep 2, 2021 → Oct 7, 2021 | View filing |
| UNH UnitedHealth group Incorporated Common StockOwner: Joint | Purchase | $50,001–$100,000 | Sep 2, 2021 → Oct 7, 2021 | View filing |
| CDNS Cadence Design Systems, Inc.Owner: Joint | Purchase | $15,001–$50,000 | Sep 2, 2021 → Oct 7, 2021 | View filing |
| XOM Exxon Mobil CorporationOwner: Joint | Purchase | $1,001–$15,000 | Sep 2, 2021 → Oct 7, 2021 | View filing |
| JNJ Johnson & JohnsonOwner: Joint | Purchase | $50,001–$100,000 | Sep 2, 2021 → Oct 7, 2021 | View filing |
| IQV IQVIA Holdings, Inc.Owner: Joint | Purchase | $15,001–$50,000 | Sep 2, 2021 → Oct 7, 2021 | View filing |
| TXN Texas Instruments IncorporatedOwner: Joint | Purchase | $250,001–$500,000 | Aug 25, 2021 → Sep 15, 2021 | View filing |
| COST Costco Wholesale CorporationOwner: Joint | Purchase | $250,001–$500,000 | Aug 25, 2021 → Sep 15, 2021 | View filing |
| LMT Lockheed Martin CorporationOwner: Joint | Purchase | $100,001–$250,000 | Aug 25, 2021 → Sep 15, 2021 | View filing |
| CB CHUBB limitedOwner: Joint | Purchase | $100,001–$250,000 | Aug 25, 2021 → Sep 15, 2021 | View filing |
| AHCO AdaptHealth Corp.Owner: Joint | Purchase | $100,001–$250,000 | Aug 25, 2021 → Sep 15, 2021 | View filing |
| OKE ONEOK, Inc.Owner: Joint | Purchase | $1,001–$15,000 | Aug 16, 2021 → Sep 15, 2021 | View filing |
| MMC Marsh & Mclennan Companies, Inc.Owner: Joint | Purchase | $100,001–$250,000 | Aug 16, 2021 → Sep 15, 2021 | View filing |
| MMP Magellan Midstream Partners l.P. limited PartnershipOwner: Joint | Purchase | $1,001–$15,000 | Aug 13, 2021 → Sep 15, 2021 | View filing |
| ACN Accenture plc Class A Ordinary SharesOwner: Joint | Purchase | $1,001–$15,000 | Aug 13, 2021 → Sep 15, 2021 | View filing |
| TXN Texas Instruments IncorporatedOwner: Joint | Purchase | $1,001–$15,000 | Aug 9, 2021 → Sep 15, 2021 | View filing |
| TIP IShares TIPS bond ETFOwner: Joint | Purchase | 2 × $1,001–$15,000 | Aug 6, 2021 → Sep 15, 2021 | View filing |
| DIAL Columbia Diversified Fixed Income Allocation ETFOwner: Joint | Purchase | $1,001–$15,000 | Aug 5, 2021 → Sep 15, 2021 | View filing |
| JPM JP Morgan Chase & Co.Owner: Joint | Purchase | $1,001–$15,000 | Jul 31, 2021 → Sep 15, 2021 | View filing |
| SPY SPDR S&P 500Owner: Joint | Purchase | $500,001–$1,000,000 | Jul 30, 2021 → Sep 15, 2021 | View filing |
| JEPI JPMorgan Equity Premium Income ETFOwner: Joint | Purchase | $100,001–$250,000 | Jul 30, 2021 → Sep 15, 2021 | View filing |
| FHLC Fidelity MSCI Health Care Index ETFOwner: Joint | Purchase | $50,001–$100,000 | Jul 30, 2021 → Sep 15, 2021 | View filing |
| GOOGL Alphabet Inc. - Class AOwner: Joint | Purchase | $100,001–$250,000 | Jul 30, 2021 → Sep 15, 2021 | View filing |
| TIP IShares TIPS bond ETFOwner: Joint | Purchase | $250,001–$500,000 | Jul 30, 2021 → Sep 15, 2021 | View filing |
| AMZN Amazon.com, Inc.Owner: Joint | Purchase | $50,001–$100,000 | Jul 30, 2021 → Sep 15, 2021 | View filing |
| NEE NextEra Energy, Inc.Owner: Joint | Purchase | $50,001–$100,000 | Jul 30, 2021 → Sep 15, 2021 | View filing |
| FDRR Fidelity Dividend ETF for Rising RatesOwner: Joint | Purchase | $50,001–$100,000 | Jul 30, 2021 → Sep 15, 2021 | View filing |
| PTC PTC Inc.Owner: Joint | Purchase | $15,001–$50,000 | Jul 21, 2021 → Sep 15, 2021 | View filing |
| TMO Thermo Fisher Scientific IncOwner: Joint | Purchase | $50,001–$100,000 | Jul 21, 2021 → Sep 15, 2021 | View filing |
| ADBE Adobe Inc.Owner: Joint | Purchase | $50,001–$100,000 | Jul 21, 2021 → Sep 15, 2021 | View filing |
| TXN Texas Instruments IncorporatedOwner: Joint | Purchase | $100,001–$250,000 | Jul 21, 2021 → Sep 15, 2021 | View filing |
| ROK Rockwell Automation, Inc.Owner: Joint | Purchase | $50,001–$100,000 | Jul 21, 2021 → Sep 15, 2021 | View filing |
| BSX Boston Scientific CorporationOwner: Joint | Purchase | $15,001–$50,000 | Jul 21, 2021 → Sep 15, 2021 | View filing |
| MSFT Microsoft CorporationOwner: Joint | Purchase | $100,001–$250,000 | Jul 21, 2021 → Sep 15, 2021 | View filing |
| PXD Pioneer Natural Resources CompanyOwner: Joint | Purchase | $1,001–$15,000 | Jul 14, 2021 → Sep 15, 2021 | View filing |
| TIP IShares TIPS bond ETFOwner: Joint | Purchase | $1,001–$15,000 | Jul 8, 2021 → Sep 15, 2021 | View filing |
| DIAL Columbia Diversified Fixed Income Allocation ETFOwner: Joint | Purchase | $1,001–$15,000 | Jul 7, 2021 → Sep 15, 2021 | View filing |
| TROW T. Rowe Price group, Inc.Owner: Joint | Purchase | $1,001–$15,000 | Jul 7, 2021 → Sep 15, 2021 | View filing |
| DXCM DexCom, Inc.Owner: Joint | Purchase | $100,001–$250,000 | Jul 1, 2021 → Sep 15, 2021 | View filing |
| HD Home Depot, Inc.Owner: Joint | Purchase | $100,001–$250,000 | Jul 1, 2021 → Sep 15, 2021 | View filing |
| FQAL Fidelity Quality Factor ETFOwner: Joint | Purchase | $100,001–$250,000 | Jul 1, 2021 → Sep 15, 2021 | View filing |
| DGRO IShares Core Dividend growth ETFOwner: Joint | Purchase | $250,001–$500,000 | Jul 1, 2021 → Sep 15, 2021 | View filing |
| DHR Danaher CorporationOwner: Joint | Purchase | $50,001–$100,000 | Jul 1, 2021 → Sep 15, 2021 | View filing |
| BSX Boston Scientific CorporationOwner: Joint | Purchase | $100,001–$250,000 | Jul 1, 2021 → Sep 15, 2021 | View filing |
| ITW Illinois Tool Works Inc.Owner: Joint | Purchase | $50,001–$100,000 | Jul 1, 2021 → Sep 15, 2021 | View filing |
| EMR Emerson Electric CompanyOwner: Joint | Purchase | $50,001–$100,000 | Jul 1, 2021 → Sep 15, 2021 | View filing |
| LIN Linde plc Ordinary ShareOwner: Joint | Purchase | $15,001–$50,000 | Jul 1, 2021 → Sep 15, 2021 | View filing |
| MDT Medtronic plc. Ordinary SharesOwner: Joint | Purchase | $15,001–$50,000 | Jul 1, 2021 → Sep 15, 2021 | View filing |
| ETV Eaton Vance Corporation Eaton Vance Tax-Managed buy-Write Opportunities Fund Common Shares of beneficial InterestOwner: Joint | Purchase | $15,001–$50,000 | Jul 1, 2021 → Sep 15, 2021 | View filing |
| JPM JP Morgan Chase & Co.Owner: Joint | Purchase | $50,001–$100,000 | Jul 1, 2021 → Sep 15, 2021 | View filing |
| VUZI Vuzix CorporationOwner: Joint | Purchase | $50,001–$100,000 | Jul 1, 2021 → Sep 15, 2021 | View filing |
| DVN Devon Energy CorporationOwner: Joint | Purchase | $1,001–$15,000 | Jun 30, 2021 → Jul 14, 2021 | View filing |
| WMB Williams Companies, Inc.Owner: Joint | Purchase | $1,001–$15,000 | Jun 28, 2021 → Jul 14, 2021 | View filing |
| MSFT Microsoft CorporationOwner: Joint | Purchase | $250,001–$500,000+ $100,001–$250,000 | Jun 25, 2021 → Jul 14, 2021 | View filing |
| ACN Accenture plc Class A Ordinary SharesOwner: Joint | Purchase | $100,001–$250,000 | Jun 25, 2021 → Jul 14, 2021 | View filing |
| MASI Masimo CorporationOwner: Joint | Purchase | $100,001–$250,000+ $15,001–$50,000 | Jun 25, 2021 → Jul 14, 2021 | View filing |
| PSX Phillips 66Owner: Joint | Purchase | $15,001–$50,000 | Jun 25, 2021 → Jul 14, 2021 | View filing |
| LIN Linde plc Ordinary ShareOwner: Joint | Purchase | $100,001–$250,000 | Jun 25, 2021 → Jul 14, 2021 | View filing |
| ASXC Asensus Surgical, Inc.Owner: Joint | Purchase | $100,001–$250,000 | Jun 25, 2021 → Jul 14, 2021 | View filing |
| JNJ Johnson & JohnsonOwner: Joint | Purchase | $250,001–$500,000 | Jun 25, 2021 → Jul 14, 2021 | View filing |
| JPM JP Morgan Chase & Co.Owner: Joint | Purchase | $250,001–$500,000 | Jun 25, 2021 → Jul 14, 2021 | View filing |
| HON Honeywell International Inc.Owner: Joint | Purchase | $50,001–$100,000 | Jun 25, 2021 → Jul 14, 2021 | View filing |
| HD Home Depot, Inc.Owner: Joint | Purchase | $1,001–$15,000 | Jun 17, 2021 → Jul 14, 2021 | View filing |
| NEE NextEra Energy, Inc.Owner: Joint | Purchase | $1,001–$15,000 | Jun 15, 2021 → Jul 14, 2021 | View filing |
| MSFT Microsoft CorporationOwner: Joint | Purchase | $1,001–$15,000 | Jun 10, 2021 → Jul 14, 2021 | View filing |
| XOM Exxon Mobil CorporationOwner: Joint | Purchase | $1,001–$15,000 | Jun 10, 2021 → Jul 14, 2021 | View filing |
| PXD Pioneer Natural Resources CompanyOwner: Joint | Purchase | $500,001–$1,000,000 | Jun 9, 2021 → Jul 14, 2021 | View filing |
| CDNS Cadence Design Systems, Inc.Owner: Joint | Purchase | $100,001–$250,000 | May 26, 2021 → Jun 15, 2021 | View filing |
| PRGS Progress Software CorporationOwner: Joint | Purchase | $50,001–$100,000 | May 26, 2021 → Jun 15, 2021 | View filing |
| OKE ONEOK, Inc.Owner: Joint | Purchase | $1,001–$15,000 | May 26, 2021 → Jun 15, 2021 | View filing |
| PTC PTC Inc.Owner: Joint | Purchase | $50,001–$100,000 | May 26, 2021 → Jun 15, 2021 | View filing |
| MTBC CareCloud, Inc.Owner: Child | Purchase | 3 × $1,001–$15,000 | May 20, 2021 → Jun 15, 2021 | View filing |
| ADBE Adobe Inc.Owner: Joint | Purchase | $250,001–$500,000 | May 20, 2021 → Jun 15, 2021 | View filing |
| IQV IQVIA Holdings, Inc.Owner: Child | Purchase | 3 × $1,001–$15,000 | May 20, 2021 → Jun 15, 2021 | View filing |
| EXAS Exact Sciences CorporationOwner: Child | Purchase | 3 × $1,001–$15,000 | May 20, 2021 → Jun 15, 2021 | View filing |
| EXAS Exact Sciences CorporationOwner: Joint | Purchase | $50,001–$100,000 | May 20, 2021 → Jun 15, 2021 | View filing |
| VUZI Vuzix CorporationOwner: Child | Purchase | 3 × $1,001–$15,000 | May 20, 2021 → Jun 15, 2021 | View filing |
| BSX Boston Scientific CorporationOwner: Child | Purchase | 3 × $1,001–$15,000 | May 20, 2021 → Jun 15, 2021 | View filing |
| MTBC CareCloud, Inc.Owner: Joint | Purchase | $15,001–$50,000 | May 20, 2021 → Jun 15, 2021 | View filing |
| AHCO AdaptHealth Corp. - Class AOwner: Child | Purchase | 3 × $1,001–$15,000 | May 20, 2021 → Jun 15, 2021 | View filing |
| ORLY O'Reilly Automotive, Inc.Owner: Joint | Purchase | $100,001–$250,000 | May 18, 2021 → Jun 15, 2021 | View filing |
| FCX Freeport-McMoRan, Inc.Owner: Joint | Purchase | $100,001–$250,000 | May 18, 2021 → Jun 15, 2021 | View filing |
| EMR Emerson Electric CompanyOwner: Joint | Purchase | $250,001–$500,000 | May 18, 2021 → Jun 15, 2021 | View filing |
| HON Honeywell International Inc.Owner: Joint | Purchase | $250,001–$500,000 | May 18, 2021 → Jun 15, 2021 | View filing |
| IQV IQVIA Holdings, Inc.Owner: Joint | Purchase | $100,001–$250,000 | May 18, 2021 → Jun 15, 2021 | View filing |
| ICLR ICON plc - Ordinary Shares gfedcOwner: Joint | Purchase | $100,001–$250,000 | May 18, 2021 → Jun 15, 2021 | View filing |
| VUZI Vuzix CorporationOwner: Joint | Purchase | $15,001–$50,000 | May 18, 2021 → Jun 15, 2021 | View filing |
| NEE NextEra Energy, Inc.Owner: Joint | Purchase | $250,001–$500,000 | May 18, 2021 → Jun 15, 2021 | View filing |
| ROK Rockwell Automation, Inc.Owner: Joint | Purchase | $250,001–$500,000 | May 18, 2021 → Jun 15, 2021 | View filing |
| TXN Texas Instruments IncorporatedOwner: Joint | Purchase | $1,001–$15,000 | May 17, 2021 → Jun 15, 2021 | View filing |
| ACN Accenture plc Class A Ordinary SharesOwner: Joint | Purchase | $1,001–$15,000 | May 14, 2021 → Jun 15, 2021 | View filing |
| MMP Magellan Midstream Partners L.P. Limited PartnershipOwner: Joint | Purchase | $1,001–$15,000 | May 14, 2021 → Jun 15, 2021 | View filing |
| DVN Devon Energy CorporationOwner: Joint | Purchase | $1,001–$15,000 | Mar 31, 2021 → Apr 9, 2021 | View filing |
| WMB Williams Companies, Inc.Owner: Joint | Purchase | $1,001–$15,000 | Mar 29, 2021 → Apr 9, 2021 | View filing |
| HD Home Depot, Inc.Owner: Joint | Purchase | $1,001–$15,000 | Mar 25, 2021 → Apr 9, 2021 | View filing |
| MSFT Microsoft CorporationOwner: Joint | Purchase | $1,001–$15,000 | Mar 11, 2021 → Apr 9, 2021 | View filing |
| XOM Exxon Mobil CorporationOwner: Joint | Purchase | $1,001–$15,000 | Mar 10, 2021 → Apr 9, 2021 | View filing |
| ACN Accenture plc Class A Ordinary SharesOwner: Joint | Purchase | $1,001–$15,000 | Feb 12, 2021 → Mar 15, 2021 | View filing |
| MMP Magellan Midstream Partners L.P. Limited PartnershipOwner: Joint | Purchase | $1,001–$15,000 | Feb 12, 2021 → Mar 15, 2021 | View filing |
| OKE ONEOK, Inc.Owner: Joint | Purchase | $1,001–$15,000 | Feb 12, 2021 → Mar 15, 2021 | View filing |
| TXN Texas Instruments IncorporatedOwner: Joint | Purchase | $1,001–$15,000 | Feb 8, 2021 → Mar 15, 2021 | View filing |
| FSKR FS KKR Capital Corp. IIOwner: Joint | Purchase | $1,001–$15,000 | Jan 11, 2021 → Feb 17, 2021 | View filing |
| AIO AllianzgI Artificial Intelligence & Technology Opportunities Fund Common SharesOwner: Joint | Purchase | $1,001–$15,000 | Jan 11, 2021 → Feb 17, 2021 | View filing |
| WMB Williams Companies, Inc.Owner: Joint | Purchase | $1,001–$15,000 | Dec 28, 2020 → Jan 15, 2021 | View filing |
| HD Home Depot, Inc.Owner: Joint | Purchase | $1,001–$15,000 | Dec 17, 2020 → Jan 15, 2021 | View filing |
| XOM Exxon Mobil CorporationOwner: Joint | Purchase | $1,001–$15,000 | Dec 10, 2020 → Jan 15, 2021 | View filing |
| MSFT Microsoft CorporationOwner: Joint | Purchase | $1,001–$15,000 | Dec 10, 2020 → Jan 15, 2021 | View filing |
Kevin Hern: disclosed stock transactions, newest filing first
- CNP CenterPoint Energy, IncOwner: Self (incl. trusts/accounts)
- Type
- Sale
- Amount (range)
- $15,001–$50,000
- Traded → filed
- Sep 15 → Sep 25
- STX Seagate Technology Holdings PLC - Ordinary SharesOwner: Self (incl. trusts/accounts)
- Type
- Sale
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Sep 15 → Sep 25
- TJX TJX Companies, Inc.Owner: Self (incl. trusts/accounts)
- Type
- Sale
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Sep 15 → Sep 25
- STE STERIS plcOwner: Self (incl. trusts/accounts)
- Type
- Sale
- Amount (range)
- $15,001–$50,000
- Traded → filed
- Sep 15 → Sep 25
- EMR Emerson Electric Company Common StockOwner: Joint
- Type
- Sale
- Amount (range)
- $1,001–$15,000+ $15,001–$50,000
- Traded → filed
- Sep 14 → Sep 25
- ROK Rockwell Automation, Inc. Common StockOwner: Joint
- Type
- Sale
- Amount (range)
- $15,001–$50,000
- Traded → filed
- Sep 14 → Sep 25
- MRSH Marsh Common StockOwner: Joint
- Type
- Sale
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Sep 14 → Sep 25
- HD Home Depot, Inc.Owner: Joint
- Type
- Sale
- Amount (range)
- $1,001–$15,000+ $15,001–$50,000
- Traded → filed
- Sep 14 → Sep 25
- IQV IQVIA Holdings, Inc. Common StockOwner: Joint
- Type
- Sale
- Amount (range)
- $15,001–$50,000
- Traded → filed
- Sep 14 → Sep 25
- CDNS Cadence Design Systems, Inc. - Common StockOwner: Joint
- Type
- Sale
- Amount (range)
- $15,001–$50,000
- Traded → filed
- Sep 14 → Sep 25
- AIO Virtus Artificial Intelligence & Technology Opportunities Fund Common Shares of Beneficial InterestOwner: Joint
- Type
- Sale
- Amount (range)
- $15,001–$50,000
- Traded → filed
- Sep 14 → Sep 25
- NEE NextEra Energy, Inc. Common StockOwner: Joint
- Type
- Sale
- Amount (range)
- $15,001–$50,000
- Traded → filed
- Sep 14 → Sep 25
- DVN Devon Energy Corporation Common StockOwner: Joint
- Type
- Sale
- Amount (range)
- $15,001–$50,000
- Traded → filed
- Sep 14 → Sep 25
- OKE ONEOK, Inc. Common StockOwner: Joint
- Type
- Exchange
- Amount (range)
- $500,001–$1,000,000+ $100,001–$250,000
- Traded → filed
- Sep 11 → Sep 25
- UNH UnitedHealth Group Incorporated Common StockOwner: Joint
- Type
- Sale
- Amount (range)
- $15,001–$50,000
- Traded → filed
- Sep 10 → Sep 25
- NVO Novo Nordisk A/S Common StockOwner: Self (incl. trusts/accounts)
- Type
- Sale
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Sep 10 → Sep 25
- HD Home Depot, Inc.Owner: Joint
- Type
- Sale
- Amount (range)
- $15,001–$50,000
- Traded → filed
- Sep 10 → Sep 25
- ETN Eaton Corporation, PLC Ordinary SharesOwner: Self (incl. trusts/accounts)
- Type
- Sale
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Sep 10 → Sep 25
- MRSH Marsh Common StockOwner: Joint
- Type
- Sale
- Amount (range)
- $100,001–$250,000
- Traded → filed
- Sep 9 → Sep 25
- BSX Boston Scientific Corporation Common StockOwner: Joint
- Type
- Sale
- Amount (range)
- $50,001–$100,000
- Traded → filed
- Sep 9 → Sep 25
- ITW Illinois Tool Works Inc. Common StockOwner: Joint
- Type
- Sale
- Amount (range)
- $15,001–$50,000
- Traded → filed
- Sep 9 → Sep 25
- PTC PTC Inc. - Common StockOwner: Joint
- Type
- Sale
- Amount (range)
- $50,001–$100,000
- Traded → filed
- Sep 9 → Sep 25
- AAPL Apple Inc. - Common StockOwner: Child
- Type
- Sale
- Amount (range)
- 2 × $1,001–$15,000
- Traded → filed
- Sep 8 → Sep 25
- ETV Eaton Vance Corporation Eaton Vance Tax-Managed Buy-Write Opportunities Fund Common Shares of Beneficial InterestOwner: Child
- Type
- Sale
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Sep 8 → Sep 25
- IQV IQVIA Holdings, Inc. Common StockOwner: Child
- Type
- Sale
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Sep 8 → Sep 25
- BSX Boston Scientific Corporation Common StockOwner: Joint
- Type
- Sale
- Amount (range)
- $50,001–$100,000
- Traded → filed
- Sep 4 → Sep 25
- ITW Illinois Tool Works Inc. Common StockOwner: Joint
- Type
- Sale
- Amount (range)
- $50,001–$100,000
- Traded → filed
- Sep 4 → Sep 25
- DVN Devon Energy Corporation Common StockOwner: Joint
- Type
- Sale
- Amount (range)
- $100,001–$250,000
- Traded → filed
- Sep 4 → Sep 25
- OKE ONEOK, Inc. Common StockOwner: Joint
- Type
- Sale
- Amount (range)
- $15,001–$50,000
- Traded → filed
- Sep 4 → Sep 25
- VUZI Vuzix CorporationOwner: Child
- Type
- Sale
- Amount (range)
- 2 × $1,001–$15,000
- Traded → filed
- Sep 3 → Sep 25
- IQV IQVIA Holdings, Inc. Common StockOwner: Child
- Type
- Sale
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Sep 3 → Sep 25
- BSX Boston Scientific Corporation Common StockOwner: Child
- Type
- Sale
- Amount (range)
- 3 × $1,001–$15,000
- Traded → filed
- Sep 3 → Sep 25
- AIO Virtus Artificial Intelligence & Technology Opportunities Fund Common Shares of Beneficial InterestOwner: Child
- Type
- Sale
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Sep 3 → Sep 25
- LOW Lowe's Companies, Inc. Common StockOwner: Joint
- Type
- Sale
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Sep 2 → Sep 25
- HD Home Depot, Inc.Owner: Joint
- Type
- Sale
- Amount (range)
- $15,001–$50,000
- Traded → filed
- Sep 2 → Sep 25
- CL Colgate-Palmolive Company Common StockOwner: Joint
- Type
- Sale
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Sep 2 → Sep 25
- LIN Linde plc - Ordinary SharesOwner: Joint
- Type
- Sale
- Amount (range)
- $15,001–$50,000
- Traded → filed
- Sep 2 → Sep 25
- ORLY O'Reilly Automotive, Inc. - Common StockOwner: Joint
- Type
- Sale
- Amount (range)
- $15,001–$50,000
- Traded → filed
- Sep 2 → Sep 25
- ITW Illinois Tool Works Inc. Common StockOwner: Joint
- Type
- Sale
- Amount (range)
- $15,001–$50,000
- Traded → filed
- Sep 2 → Sep 25
- ROK Rockwell Automation, Inc. Common StockOwner: Joint
- Type
- Sale
- Amount (range)
- 2 × $15,001–$50,000
- Traded → filed
- Sep 2 → Sep 25
- TJX TJX Companies, Inc.Owner: Joint
- Type
- Sale
- Amount (range)
- $15,001–$50,000
- Traded → filed
- Sep 2 → Sep 25
- CDNS Cadence Design Systems, Inc. - Common StockOwner: Joint
- Type
- Sale
- Amount (range)
- $15,001–$50,000
- Traded → filed
- Sep 2 → Sep 25
- MRSH Marsh Common StockOwner: Joint
- Type
- Sale
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Sep 2 → Sep 25
- NEE NextEra Energy, Inc. Common StockOwner: Joint
- Type
- Sale
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Sep 2 → Sep 25
- LMT Lockheed Martin Corporation Common StockOwner: Joint
- Type
- Sale
- Amount (range)
- 2 × $15,001–$50,000
- Traded → filed
- Sep 2 → Sep 25
- SBUX Starbucks Corporation - Common StockOwner: Joint
- Type
- Sale
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Sep 2 → Sep 25
- DHR Danaher Corporation Common StockOwner: Joint
- Type
- Sale
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Sep 2 → Sep 25
- DVN Devon Energy Corporation Common StockOwner: Joint
- Type
- Sale
- Amount (range)
- $100,001–$250,000
- Traded → filed
- Sep 2 → Sep 25
- XOM ExxonMobil Holdings Corporation Common StockOwner: Joint
- Type
- Sale
- Amount (range)
- $100,001–$250,000
- Traded → filed
- Aug 31 → Sep 25
- ORLY O'Reilly Automotive, Inc. - Common StockOwner: Joint
- Type
- Sale
- Amount (range)
- $15,001–$50,000
- Traded → filed
- Aug 31 → Sep 25
- KO Coca-Cola CompanyOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Aug 31 → Sep 25
- TJX TJX Companies, Inc.Owner: Joint
- Type
- Sale
- Amount (range)
- $15,001–$50,000
- Traded → filed
- Aug 31 → Sep 25
- DVN Devon Energy Corporation Common StockOwner: Joint
- Type
- Sale
- Amount (range)
- $100,001–$250,000
- Traded → filed
- Aug 31 → Sep 25
- AIO Virtus Artificial Intelligence & Technology Opportunities Fund Common Shares of Beneficial InterestOwner: Joint
- Type
- Sale
- Amount (range)
- $15,001–$50,000
- Traded → filed
- Aug 31 → Sep 25
- PRGS Progress Software Corporation - Common StockOwner: Joint
- Type
- Sale
- Amount (range)
- $15,001–$50,000
- Traded → filed
- Aug 31 → Sep 25
- HD Home Depot, Inc.Owner: Joint
- Type
- Sale
- Amount (range)
- $15,001–$50,000
- Traded → filed
- Aug 31 → Sep 25
- F Ford Motor Company Common StockOwner: Self (incl. trusts/accounts)
- Type
- Sale
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Aug 31 → Sep 25
- LIN Linde plc - Ordinary SharesOwner: Joint
- Type
- Sale
- Amount (range)
- $15,001–$50,000
- Traded → filed
- Aug 31 → Sep 25
- CR Crane Company Common StockOwner: Joint
- Type
- Sale
- Amount (range)
- $50,001–$100,000
- Traded → filed
- Aug 31 → Sep 25
- HON Honeywell International Inc.Owner: Joint
- Type
- Sale
- Amount (range)
- $15,001–$50,000
- Traded → filed
- Aug 31 → Sep 25
- NVO Novo Nordisk A/S Common StockOwner: Self (incl. trusts/accounts)
- Type
- Sale
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Aug 31 → Sep 25
- DVN Devon Energy Corporation Common StockOwner: Self (incl. trusts/accounts)
- Type
- Sale
- Amount (range)
- $15,001–$50,000
- Traded → filed
- Aug 31 → Sep 25
- CXT Crane NXT, Co. Common StockOwner: Joint
- Type
- Sale
- Amount (range)
- $15,001–$50,000
- Traded → filed
- Aug 31 → Sep 25
- DHR Danaher Corporation Common StockOwner: Joint
- Type
- Sale
- Amount (range)
- $15,001–$50,000
- Traded → filed
- Aug 31 → Sep 25
- ITW Illinois Tool Works Inc. Common StockOwner: Joint
- Type
- Sale
- Amount (range)
- $15,001–$50,000
- Traded → filed
- Aug 31 → Sep 25
- CB CHUBB Limited Common StockOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Aug 31 → Sep 25
- PTC PTC Inc. - Common StockOwner: Joint
- Type
- Sale
- Amount (range)
- $50,001–$100,000
- Traded → filed
- Aug 31 → Sep 25
- CSX CSX CorporationOwner: Self (incl. trusts/accounts)
- Type
- Sale
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Aug 31 → Sep 25
- RA Brookfield Real Assets Income Fund Inc. Common StockOwner: Joint
- Type
- Sale
- Amount (range)
- $15,001–$50,000
- Traded → filed
- Aug 31 → Sep 25
- CL Colgate-Palmolive Company Common StockOwner: Self (incl. trusts/accounts)
- Type
- Sale
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Aug 31 → Sep 25
- BSX Boston Scientific Corporation Common StockOwner: Joint
- Type
- Sale
- Amount (range)
- $15,001–$50,000
- Traded → filed
- Aug 31 → Sep 25
- OKE ONEOK, Inc. Common StockOwner: Joint
- Type
- Sale
- Amount (range)
- $50,001–$100,000
- Traded → filed
- Aug 31 → Sep 25
- PBA Pembina Pipeline Corp. Ordinary SharesOwner: Self (incl. trusts/accounts)
- Type
- Sale
- Amount (range)
- $15,001–$50,000
- Traded → filed
- Aug 27 → Sep 25
- CL Colgate-Palmolive Company Common StockOwner: Self (incl. trusts/accounts)
- Type
- Sale
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Aug 27 → Sep 25
- CSX CSX CorporationOwner: Self (incl. trusts/accounts)
- Type
- Sale
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Aug 27 → Sep 25
- NVS Novartis AG Common StockOwner: Self (incl. trusts/accounts)
- Type
- Sale
- Amount (range)
- $15,001–$50,000
- Traded → filed
- Aug 27 → Sep 25
- TJX TJX Companies, Inc.Owner: Self (incl. trusts/accounts)
- Type
- Sale
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Aug 27 → Sep 25
- HD Home Depot, Inc.Owner: Self (incl. trusts/accounts)
- Type
- Sale
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Aug 27 → Sep 25
- WMT Walmart Inc. - Common StockOwner: Self (incl. trusts/accounts)
- Type
- Sale
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Aug 27 → Sep 25
- MRSH Marsh Common StockOwner: Joint
- Type
- Sale
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Aug 24 → Sep 1
- HD Home Depot, Inc.Owner: Joint
- Type
- Sale
- Amount (range)
- $50,001–$100,000
- Traded → filed
- Aug 24 → Sep 1
- LOW Lowe's Companies, Inc. Common StockOwner: Joint
- Type
- Sale
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Aug 24 → Sep 1
- PG Procter & Gamble CompanyOwner: Joint
- Type
- Sale
- Amount (range)
- $50,001–$100,000
- Traded → filed
- Aug 24 → Sep 1
- MDT Medtronic plc. Ordinary SharesOwner: Joint
- Type
- Sale
- Amount (range)
- $15,001–$50,000
- Traded → filed
- Aug 24 → Sep 1
- VLTO Veralto Corp Common StockOwner: Joint
- Type
- Sale
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Aug 21 → Sep 1
- MSFT Microsoft Corporation - Common StockOwner: Joint
- Type
- Sale
- Amount (range)
- $15,001–$50,000
- Traded → filed
- Aug 21 → Sep 1
- HONA Honeywell Aerospace Inc. - Common StockOwner: Joint
- Type
- Sale
- Amount (range)
- $15,001–$50,000
- Traded → filed
- Aug 19 → Sep 1
- CL Colgate-Palmolive Company Common StockOwner: Joint
- Type
- Sale
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Aug 19 → Sep 1
- BIIB Biogen Inc. - Common StockOwner: Self (incl. trusts/accounts)
- Type
- Sale
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Aug 18 → Sep 1
- KMB Kimberly-Clark Corporation - Common StockOwner: Self (incl. trusts/accounts)
- Type
- Sale
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Aug 18 → Sep 1
- BUD Anheuser-Busch Inbev SA Sponsored ADROwner: Self (incl. trusts/accounts)
- Type
- Sale
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Aug 18 → Sep 1
- VLTO Veralto Corp Common StockOwner: Joint
- Type
- Sale
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Aug 14 → Sep 1
- ICLR ICON plc - Ordinary SharesOwner: Joint
- Type
- Sale
- Amount (range)
- $15,001–$50,000
- Traded → filed
- Aug 14 → Sep 1
- ADBE Adobe Inc. - Common StockOwner: Joint
- Type
- Sale
- Amount (range)
- $15,001–$50,000
- Traded → filed
- Aug 14 → Sep 1
- CARR Carrier Global Corporation Common StockOwner: Joint
- Type
- Sale
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Aug 14 → Sep 1
- NKE Nike, Inc. Common StockOwner: Self (incl. trusts/accounts)
- Type
- Sale
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Aug 13 → Sep 1
- GAP Gap, Inc.Owner: Self (incl. trusts/accounts)
- Type
- Sale
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Aug 13 → Sep 1
- BA Boeing CompanyOwner: Joint
- Type
- Sale
- Amount (range)
- $1,001–$15,000+ $15,001–$50,000
- Traded → filed
- Aug 13 → Sep 1
- WAT Waters Corporation Common StockOwner: Joint
- Type
- Sale
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Aug 13 → Sep 1
- HRL Hormel Foods Corporation Common StockOwner: Self (incl. trusts/accounts)
- Type
- Sale
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Aug 13 → Sep 1
- DIS Walt Disney CompanyOwner: Joint
- Type
- Sale
- Amount (range)
- $15,001–$50,000
- Traded → filed
- Aug 10 → Sep 1
- OTIS Otis Worldwide Corporation Common StockOwner: Joint
- Type
- Sale
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Aug 10 → Sep 1
- VLTO Veralto Corp Common StockOwner: Joint
- Type
- Sale
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Aug 10 → Sep 1
- PG Procter & Gamble CompanyOwner: Joint
- Type
- Sale
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Aug 5 → Sep 1
- SOLS Solstice Advanced Materials Inc. - Common StockOwner: Joint
- Type
- Sale
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Aug 5 → Sep 1
- ALC Alcon Inc. Ordinary SharesOwner: Self (incl. trusts/accounts)
- Type
- Sale
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Aug 5 → Sep 1
- VSNT Versant Media Group, Inc. - Class A Common StockOwner: Joint
- Type
- Sale
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Aug 5 → Aug 10amended Aug 12
- OGN Organon & Co. Common StockOwner: Joint
- Type
- Sale
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Aug 5 → Aug 10amended Aug 12
- MDLZ Mondelez International, Inc. - Class A Common StockOwner: Joint
- Type
- Sale
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Aug 5 → Aug 10
- EL Estee Lauder Companies, Inc.Owner: Joint
- Type
- Sale
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Aug 5 → Aug 10
- DEO Diageo plc Common StockOwner: Joint
- Type
- Sale
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Aug 5 → Aug 10
- CMCSA Comcast Corporation - Class A Common StockOwner: Joint
- Type
- Sale
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Aug 5 → Aug 10
- KVUE Kenvue Inc. Common StockOwner: Joint
- Type
- Sale
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Aug 5 → Aug 10
- XOM Exxon Mobil Corporation Common StockOwner: Joint
- Type
- Exchange
- Amount (range)
- 2 × $100,001–$250,000
- Traded → filed
- Jul 2 → Jul 16
- HONAV Honeywell Aerospace Inc. - Common StockOwner: Joint
- Type
- Exchange
- Amount (range)
- $15,001–$50,000
- Traded → filed
- Jun 29 → Jul 16
- DVN Devon Energy Corporation Common StockOwner: Self (incl. trusts/accounts)
- Type
- Exchange
- Amount (range)
- $15,001–$50,000
- Traded → filed
- May 8 → Jun 2
- DVN Devon Energy Corporation Common StockOwner: Joint
- Type
- Exchange
- Amount (range)
- $15,001–$50,000
- Traded → filed
- May 8 → Jun 2
- CTRA Coterra Energy Inc. Common StockOwner: Joint
- Type
- Exchange
- Amount (range)
- $15,001–$50,000
- Traded → filed
- May 8 → Jun 2
- CTRA Coterra Energy Inc. Common StockOwner: Self (incl. trusts/accounts)
- Type
- Exchange
- Amount (range)
- $15,001–$50,000
- Traded → filed
- May 8 → Jun 2
- EXAS Exact Sciences Corporation - Common StockOwner: Child
- Type
- Sale
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Mar 24 → Apr 3
- MDT Medtronic plc. Ordinary SharesOwner: Joint
- Type
- Sale
- Amount (range)
- $15,001–$50,000
- Traded → filed
- Mar 20 → Apr 3
- PLD Prologis, Inc. Common StockOwner: Joint
- Type
- Sale
- Amount (range)
- $50,001–$100,000
- Traded → filed
- Mar 20 → Apr 3
- TROW T. Rowe Price Group, Inc. - Common StockOwner: Joint
- Type
- Sale
- Amount (range)
- $15,001–$50,000
- Traded → filed
- Mar 20 → Apr 3
- TXN Texas Instruments Incorporated - Common StockOwner: Joint
- Type
- Sale
- Amount (range)
- $500,001–$1,000,000
- Traded → filed
- Mar 18 → Apr 3
- SMA SmartStop Self Storage REIT, Inc. Common StockOwner: Joint
- Type
- Sale
- Amount (range)
- $500,001–$1,000,000
- Traded → filed
- Mar 18 → Apr 3
- IVZ Invesco Ltd Common StockOwner: Joint
- Type
- Sale
- Amount (range)
- $15,001–$50,000
- Traded → filed
- Mar 17 → Apr 3
- BDX Becton, Dickinson and Company Common StockOwner: Joint
- Type
- Sale
- Amount (range)
- $15,001–$50,000
- Traded → filed
- Mar 17 → Apr 3
- MUA Blackrock MuniAssets Fund, Inc Common StockOwner: Joint
- Type
- Sale
- Amount (range)
- $50,001–$100,000
- Traded → filed
- Mar 17 → Apr 3
- KVUE Kenvue Inc. Common StockOwner: Joint
- Type
- Sale
- Amount (range)
- $15,001–$50,000
- Traded → filed
- Mar 17 → Apr 3
- CMCSA Comcast Corporation - Class A Common StockOwner: Joint
- Type
- Sale
- Amount (range)
- $15,001–$50,000
- Traded → filed
- Mar 17 → Apr 3
- CTSH Cognizant Technology Solutions Corporation - Class A Common StockOwner: Joint
- Type
- Sale
- Amount (range)
- $15,001–$50,000
- Traded → filed
- Mar 17 → Apr 3
- IQV IQVIA Holdings, Inc. Common StockOwner: Joint
- Type
- Sale
- Amount (range)
- $50,001–$100,000
- Traded → filed
- Mar 16 → Apr 3
- ACN Accenture plc Class A Ordinary SharesOwner: Joint
- Type
- Sale
- Amount (range)
- $250,001–$500,000
- Traded → filed
- Mar 16 → Apr 3
- PRGS Progress Software Corporation - Common StockOwner: Joint
- Type
- Sale
- Amount (range)
- $50,001–$100,000
- Traded → filed
- Mar 16 → Apr 3
- ICLR ICON plc - Ordinary SharesOwner: Joint
- Type
- Sale
- Amount (range)
- $100,001–$250,000
- Traded → filed
- Mar 5 → Apr 3
- WAT Waters Corporation Common StockOwner: Joint
- Type
- Exchange
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Feb 9 → Mar 6
- UNH UnitedHealth Group Incorporated Common StockOwner: Joint
- Type
- Sale
- Amount (range)
- $250,001–$500,000
- Traded → filed
- Dec 23, 2025 → Jan 22
- CSX CSX CorporationOwner: Self (incl. trusts/accounts)
- Type
- Sale
- Amount (range)
- $15,001–$50,000
- Traded → filed
- Oct 28, 2025 → Nov 16, 2025
- ORLY O'Reilly Automotive, Inc. - Common StockOwner: Joint
- Type
- Sale
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Oct 28, 2025 → Nov 16, 2025
- BSX Boston Scientific Corporation Common StockOwner: Joint
- Type
- Sale
- Amount (range)
- $15,001–$50,000
- Traded → filed
- Oct 28, 2025 → Nov 16, 2025
- MSFT Microsoft Corporation - Common StockOwner: Joint
- Type
- Sale
- Amount (range)
- $15,001–$50,000
- Traded → filed
- Oct 28, 2025 → Nov 16, 2025
- HD Home Depot, Inc.Owner: Self (incl. trusts/accounts)
- Type
- Sale
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Oct 28, 2025 → Nov 16, 2025
- STX Seagate Technology Holdings PLC - Ordinary SharesOwner: Self (incl. trusts/accounts)
- Type
- Sale
- Amount (range)
- $15,001–$50,000
- Traded → filed
- Oct 28, 2025 → Nov 16, 2025
- ACN Accenture plc Class A Ordinary SharesOwner: Joint
- Type
- Sale
- Amount (range)
- $100,001–$250,000
- Traded → filed
- Oct 27, 2025 → Nov 16, 2025
- MCD McDonald's Corporation Common StockOwner: Joint
- Type
- Sale
- Amount (range)
- $1,001–$15,000+ $100,001–$250,000
- Traded → filed
- Oct 23, 2025 → Nov 16, 2025
- ETN Eaton Corporation, PLC Ordinary SharesOwner: Self (incl. trusts/accounts)
- Type
- Sale
- Amount (range)
- $15,001–$50,000
- Traded → filed
- Oct 6, 2025 → Nov 16, 2025
- STX Seagate Technology Holdings PLC - Ordinary SharesOwner: Self (incl. trusts/accounts)
- Type
- Sale
- Amount (range)
- $15,001–$50,000
- Traded → filed
- Oct 6, 2025 → Nov 16, 2025
- MSFT Microsoft Corporation - Common StockOwner: Joint
- Type
- Sale
- Amount (range)
- $15,001–$50,000
- Traded → filed
- Sep 26, 2025 → Oct 16, 2025
- ACN Accenture plc Class A Ordinary SharesOwner: Joint
- Type
- Sale
- Amount (range)
- $15,001–$50,000
- Traded → filed
- Sep 26, 2025 → Oct 16, 2025
- MASI Masimo Corporation - Common StockOwner: Joint
- Type
- Sale
- Amount (range)
- $15,001–$50,000
- Traded → filed
- Sep 26, 2025 → Oct 16, 2025
- HD Home Depot, Inc.Owner: Joint
- Type
- Sale
- Amount (range)
- $15,001–$50,000
- Traded → filed
- Sep 26, 2025 → Oct 16, 2025
- JNJ Johnson & Johnson Common StockOwner: Joint
- Type
- Sale
- Amount (range)
- $100,001–$250,000
- Traded → filed
- Dec 31, 2024 → Jan 15, 2025
- DXCM DexCom, Inc. - Common StockOwner: Joint
- Type
- Sale
- Amount (range)
- $50,001–$100,000
- Traded → filed
- Dec 31, 2024 → Jan 15, 2025
- INTC Intel Corporation - Common StockOwner: Joint
- Type
- Sale
- Amount (range)
- $50,001–$100,000
- Traded → filed
- Dec 31, 2024 → Jan 15, 2025
- EL Estee Lauder Companies, Inc.Owner: Joint
- Type
- Sale
- Amount (range)
- $15,001–$50,000
- Traded → filed
- Dec 31, 2024 → Jan 15, 2025
- DVN Devon Energy Corporation Common StockOwner: Joint
- Type
- Sale
- Amount (range)
- $250,001–$500,000
- Traded → filed
- Dec 31, 2024 → Jan 15, 2025
- AGCO AGCO Corporation Common StockOwner: Joint
- Type
- Sale
- Amount (range)
- $50,001–$100,000
- Traded → filed
- Dec 31, 2024 → Jan 15, 2025
- HD Home Depot, Inc.Owner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Dec 12, 2024 → Jan 15, 2025
- XOM Exxon Mobil Corporation Common StockOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Dec 10, 2024 → Jan 15, 2025
- MCD McDonald's Corporation Common StockOwner: Joint
- Type
- Purchase
- Amount (range)
- $100,001–$250,000
- Traded → filed
- Oct 29, 2024 → Nov 15, 2024
- CB CHUBB Limited Common StockOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Jul 8, 2024 → Aug 10, 2024
- LMT Lockheed Martin Corporation Common StockOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Jun 28, 2024 → Jul 15, 2024
- DVN Devon Energy Corporation Common StockOwner: Joint
- Type
- Purchase
- Amount (range)
- 2 × $1,001–$15,000
- Traded → filed
- Jun 28, 2024 → Jul 15, 2024
- UNH UnitedHealth Group Incorporated Common StockOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Jun 25, 2024 → Jul 15, 2024
- WMB Williams Companies, Inc.Owner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Jun 24, 2024 → Jul 15, 2024
- LIN Linde plc - Ordinary SharesOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Jun 21, 2024 → Jul 15, 2024
- AGCO AGCO Corporation Common StockOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Jun 20, 2024 → Jul 15, 2024
- NEE NextEra Energy, Inc. Common StockOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Jun 17, 2024 → Jul 15, 2024
- HD Home Depot, Inc.Owner: Joint
- Type
- Purchase
- Amount (range)
- 2 × $1,001–$15,000
- Traded → filed
- Jun 13, 2024 → Jul 15, 2024
- RTX RTX Corporation Common StockOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Jun 13, 2024 → Jul 15, 2024
- EMR Emerson Electric Company Common StockOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Jun 10, 2024 → Jul 15, 2024
- XOM Exxon Mobil Corporation Common StockOwner: Joint
- Type
- Purchase
- Amount (range)
- 2 × $1,001–$15,000
- Traded → filed
- Jun 10, 2024 → Jul 15, 2024
- ROK Rockwell Automation, Inc. Common StockOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Jun 10, 2024 → Jul 15, 2024
- JNJ Johnson & Johnson Common StockOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Jun 4, 2024 → Jul 15, 2024
- TXN Texas Instruments Incorporated - Common StockOwner: Joint
- Type
- Purchase
- Amount (range)
- 2 × $1,001–$15,000
- Traded → filed
- May 21, 2024 → Jun 7, 2024
- ACN Accenture plc Class A Ordinary SharesOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- May 17, 2024 → Jun 7, 2024
- MMC Marsh & McLennan Companies, Inc. Common StockOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- May 15, 2024 → Jun 7, 2024
- OKE ONEOK, Inc. Common StockOwner: Joint
- Type
- Purchase
- Amount (range)
- 2 × $1,001–$15,000
- Traded → filed
- May 15, 2024 → Jun 7, 2024
- XOM Exxon Mobil Corporation Common StockOwner: Joint
- Type
- Exchange
- Amount (range)
- $100,001–$250,000
- Traded → filed
- May 3, 2024 → Jun 7, 2024
- PXD Pioneer Natural Resources Company Common StockOwner: Joint
- Type
- Exchange
- Amount (range)
- $100,001–$250,000
- Traded → filed
- May 3, 2024 → Jun 7, 2024
- JPM JP Morgan Chase & Co. Common StockOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Apr 30, 2024 → May 12, 2024
- LMT Lockheed Martin Corporation Common StockOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Mar 29, 2024 → Apr 12, 2024
- LIN Linde plc - Ordinary SharesOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Mar 28, 2024 → Apr 12, 2024
- DVN Devon Energy Corporation Common StockOwner: Joint
- Type
- Purchase
- Amount (range)
- $15,001–$50,000+ $1,001–$15,000
- Traded → filed
- Mar 28, 2024 → Apr 12, 2024
- WMB Williams Companies, Inc.Owner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Mar 25, 2024 → Apr 12, 2024
- PXD Pioneer Natural Resources Company Common StockOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Mar 22, 2024 → Apr 12, 2024
- HD Home Depot, Inc.Owner: Joint
- Type
- Purchase
- Amount (range)
- 2 × $1,001–$15,000
- Traded → filed
- Mar 21, 2024 → Apr 12, 2024
- RTX RTX Corporation Common StockOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Mar 21, 2024 → Apr 12, 2024
- UNH UnitedHealth Group Incorporated Common StockOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Mar 19, 2024 → Apr 12, 2024
- NEE NextEra Energy, Inc. Common StockOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Mar 15, 2024 → Apr 12, 2024
- XOM Exxon Mobil Corporation Common StockOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Mar 11, 2024 → Apr 12, 2024
- EMR Emerson Electric Company Common StockOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Mar 11, 2024 → Apr 12, 2024
- ROK Rockwell Automation, Inc. Common StockOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Mar 11, 2024 → Apr 12, 2024
- JNJ Johnson & Johnson Common StockOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Mar 5, 2024 → Apr 12, 2024
- ACN Accenture plc Class A Ordinary SharesOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Feb 20, 2024 → Mar 12, 2024
- MMC Marsh & McLennan Companies, Inc. Common StockOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Feb 15, 2024 → Mar 12, 2024
- OKE ONEOK, Inc. Common StockOwner: Joint
- Type
- Purchase
- Amount (range)
- 2 × $1,001–$15,000
- Traded → filed
- Feb 14, 2024 → Mar 12, 2024
- TXN Texas Instruments Incorporated - Common StockOwner: Joint
- Type
- Purchase
- Amount (range)
- 2 × $1,001–$15,000
- Traded → filed
- Feb 13, 2024 → Mar 12, 2024
- JPM JP Morgan Chase & Co. Common StockOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Jan 31, 2024 → Feb 11, 2024
- COST Costco Wholesale Corporation - Common StockOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Jan 12, 2024 → Feb 11, 2024
- VUZI Vuzix CorporationOwner: Child
- Type
- Sale
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Jan 2, 2024 → Feb 11, 2024
- EXAS Exact Sciences Corporation - Common StockOwner: Child
- Type
- Sale
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Jan 2, 2024 → Feb 11, 2024
- LMT Lockheed Martin CorporationOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Dec 29, 2023 → Jan 13, 2024
- DVN Devon Energy CorporationOwner: Joint
- Type
- Purchase
- Amount (range)
- $15,001–$50,000+ $1,001–$15,000
- Traded → filed
- Dec 29, 2023 → Jan 13, 2024
- WMB Williams Companies, Inc.Owner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Dec 26, 2023 → Jan 13, 2024
- PXD Pioneer Natural Resources CompanyOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Dec 22, 2023 → Jan 13, 2024
- LIN Linde plc - Ordinary SharesOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Dec 18, 2023 → Jan 13, 2024
- NEE NextEra Energy, Inc.Owner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Dec 15, 2023 → Jan 13, 2024
- RTX RTX CorporationOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Dec 14, 2023 → Jan 13, 2024
- HD Home Depot, Inc.Owner: Joint
- Type
- Purchase
- Amount (range)
- 2 × $1,001–$15,000
- Traded → filed
- Dec 14, 2023 → Jan 13, 2024
- UNH UnitedHealth Group Incorporated Common StockOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Dec 12, 2023 → Jan 13, 2024
- XOM Exxon Mobil CorporationOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Dec 11, 2023 → Jan 13, 2024
- EMR Emerson Electric CompanyOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Dec 11, 2023 → Jan 13, 2024
- ROK Rockwell Automation, Inc.Owner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Dec 11, 2023 → Jan 13, 2024
- CCLD CareCloud, Inc.Owner: Child
- Type
- Sale
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Dec 8, 2023 → Jan 13, 2024
- JNJ Johnson & JohnsonOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Dec 5, 2023 → Jan 13, 2024
- ACN Accenture plc Class A Ordinary SharesOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Nov 15, 2023 → Dec 7, 2023
- MMC Marsh & McLennan Companies, Inc.Owner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Nov 15, 2023 → Dec 7, 2023
- TXN Texas Instruments IncorporatedOwner: Joint
- Type
- Purchase
- Amount (range)
- 2 × $1,001–$15,000
- Traded → filed
- Nov 14, 2023 → Dec 7, 2023
- OKE ONEOK, Inc.Owner: Joint
- Type
- Purchase
- Amount (range)
- 2 × $1,001–$15,000
- Traded → filed
- Nov 14, 2023 → Dec 7, 2023
- JPM JP Morgan Chase & Co.Owner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Oct 31, 2023 → Nov 17, 2023
- VOD Vodafone Group Plc - American Depositary Shares each representing ten Ordinary SharesOwner: Self (incl. trusts/accounts)
- Type
- Sale
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Oct 11, 2023 → Nov 17, 2023
- CMP Compass Minerals Intl IncOwner: Self (incl. trusts/accounts)
- Type
- Sale
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Oct 11, 2023 → Nov 17, 2023
- DVN Devon Energy CorporationOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000+ $15,001–$50,000
- Traded → filed
- Sep 29, 2023 → Oct 13, 2023
- MMP Magellan Midstream Partners L.P. Limited PartnershipOwner: Joint
- Type
- Exchange
- Amount (range)
- $500,001–$1,000,000+ $50,001–$100,000
- Traded → filed
- Sep 26, 2023 → Oct 13, 2023
- WMB Williams Companies, Inc.Owner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Sep 25, 2023 → Oct 13, 2023
- MMP Magellan Midstream Partners L.P. Limited PartnershipOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Sep 25, 2023 → Oct 13, 2023
- PXD Pioneer Natural Resources CompanyOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Sep 21, 2023 → Oct 13, 2023
- UNH UnitedHealth Group Incorporated Common StockOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Sep 19, 2023 → Oct 13, 2023
- LIN Linde plc Ordinary SharesOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Sep 19, 2023 → Oct 13, 2023
- NEE NextEra Energy, Inc.Owner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Sep 15, 2023 → Oct 13, 2023
- HD Home Depot, Inc.Owner: Joint
- Type
- Purchase
- Amount (range)
- 2 × $1,001–$15,000
- Traded → filed
- Sep 14, 2023 → Oct 13, 2023
- XOM Exxon Mobil CorporationOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Sep 11, 2023 → Oct 13, 2023
- EMR Emerson Electric CompanyOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Sep 11, 2023 → Oct 13, 2023
- ROK Rockwell Automation, Inc.Owner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Sep 11, 2023 → Oct 13, 2023
- RTX RTX CorporationOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Sep 7, 2023 → Oct 13, 2023
- JNJ Johnson & JohnsonOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Sep 7, 2023 → Oct 13, 2023
- MMC Marsh & McLennan Companies, Inc.Owner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Aug 15, 2023 → Sep 7, 2023
- ACN Accenture plc Class A Ordinary SharesOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Aug 15, 2023 → Sep 7, 2023
- TXN Texas Instruments IncorporatedOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Aug 15, 2023 → Sep 7, 2023
- OKE ONEOK, Inc.Owner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Aug 14, 2023 → Sep 7, 2023
- MMP Magellan Midstream Partners L.P. Limited PartnershipOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Aug 14, 2023 → Sep 7, 2023
- JPM JP Morgan Chase & Co.Owner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Jul 31, 2023 → Aug 16, 2023
- DVN Devon Energy CorporationOwner: Joint
- Type
- Purchase
- Amount (range)
- $15,001–$50,000+ $1,001–$15,000
- Traded → filed
- Jun 30, 2023 → Jul 12, 2023
- UNH UnitedHealth Group Incorporated Common StockOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Jun 27, 2023 → Jul 12, 2023
- WMB Williams Companies, Inc.Owner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Jun 26, 2023 → Jul 12, 2023
- LMT Lockheed Martin CorporationOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Jun 23, 2023 → Jul 12, 2023
- PXD Pioneer Natural Resources CompanyOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Jun 21, 2023 → Jul 12, 2023
- ARGO Argo Group International Holdings, Ltd.Owner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Jun 20, 2023 → Jul 12, 2023
- LIN Linde plc Ordinary SharesOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Jun 16, 2023 → Jul 12, 2023
- NEE NextEra Energy, Inc.Owner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Jun 15, 2023 → Jul 12, 2023
- RTX Raytheon Technologies CorporationOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Jun 15, 2023 → Jul 12, 2023
- HD Home Depot, Inc.Owner: Joint
- Type
- Purchase
- Amount (range)
- 2 × $1,001–$15,000
- Traded → filed
- Jun 15, 2023 → Jul 12, 2023
- ROK Rockwell Automation, Inc.Owner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Jun 12, 2023 → Jul 12, 2023
- XOM Exxon Mobil CorporationOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Jun 9, 2023 → Jul 12, 2023
- EMR Emerson Electric CompanyOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Jun 9, 2023 → Jul 12, 2023
- JNJ Johnson & JohnsonOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Jun 6, 2023 → Jul 12, 2023
- ACN Accenture plc Class A Ordinary SharesOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- May 17, 2023 → Jun 13, 2023
- TXN Texas Instruments IncorporatedOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- May 16, 2023 → Jun 13, 2023
- MMP Magellan Midstream Partners L.P. Limited PartnershipOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- May 15, 2023 → Jun 13, 2023
- OKE ONEOK, Inc.Owner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- May 15, 2023 → Jun 13, 2023
- ABB ABB LtdOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- May 11, 2023 → Jun 13, 2023
- JPM JP Morgan Chase & Co.Owner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Apr 28, 2023 → May 11, 2023
- AHCO AdaptHealth Corp.Owner: Child
- Type
- Sale
- Amount (range)
- 2 × $1,001–$15,000
- Traded → filed
- Apr 6, 2023 → May 11, 2023
- DVN Devon Energy CorporationOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000+ $15,001–$50,000
- Traded → filed
- Mar 31, 2023 → Apr 10, 2023
- LIN Linde plc Ordinary SharesOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Mar 28, 2023 → Apr 10, 2023
- WMB Williams Companies, Inc.Owner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Mar 27, 2023 → Apr 10, 2023
- LMT Lockheed Martin CorporationOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Mar 24, 2023 → Apr 10, 2023
- HD Home Depot, Inc.Owner: Joint
- Type
- Purchase
- Amount (range)
- 2 × $1,001–$15,000
- Traded → filed
- Mar 23, 2023 → Apr 10, 2023
- RTX Raytheon Technologies CorporationOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Mar 23, 2023 → Apr 10, 2023
- UNH UnitedHealth Group Incorporated Common StockOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Mar 21, 2023 → Apr 10, 2023
- PXD Pioneer Natural Resources CompanyOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Mar 17, 2023 → Apr 10, 2023
- NEE NextEra Energy, Inc.Owner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Mar 15, 2023 → Apr 10, 2023
- EMR Emerson Electric CompanyOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Mar 10, 2023 → Apr 10, 2023
- ROK Rockwell Automation, Inc.Owner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Mar 10, 2023 → Apr 10, 2023
- JNJ Johnson & JohnsonOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Mar 7, 2023 → Apr 10, 2023
- INTC Intel CorporationOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Mar 1, 2023 → Apr 10, 2023
- ACN Accenture plc Class A Ordinary SharesOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Feb 15, 2023 → Mar 15, 2023
- TXN Texas Instruments IncorporatedOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Feb 14, 2023 → Mar 15, 2023
- OKE ONEOK, Inc.Owner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Feb 14, 2023 → Mar 15, 2023
- MMP Magellan Midstream Partners L.P. Limited PartnershipOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Feb 14, 2023 → Mar 15, 2023
- PXD Pioneer Natural Resources CompanyOwner: Joint
- Type
- Sale
- Amount (range)
- $1,000,001–$5,000,000
- Traded → filed
- Feb 1, 2023 → Mar 15, 2023
- ORLY O'Reilly Automotive, Inc.Owner: Joint
- Type
- Sale
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Jan 31, 2023 → Feb 14, 2023
- DG Dollar General CorporationOwner: Joint
- Type
- Sale
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Jan 31, 2023 → Feb 14, 2023
- EXAS Exact Sciences CorporationOwner: Joint
- Type
- Sale
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Jan 31, 2023 → Feb 14, 2023
- JNJ Johnson & JohnsonOwner: Joint
- Type
- Sale
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Jan 31, 2023 → Feb 14, 2023
- LMT Lockheed Martin CorporationOwner: Joint
- Type
- Sale
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Jan 31, 2023 → Feb 14, 2023
- ACN Accenture plc Class A Ordinary SharesOwner: Joint
- Type
- Sale
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Jan 31, 2023 → Feb 14, 2023
- JPM JP Morgan Chase & Co.Owner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Jan 31, 2023 → Feb 14, 2023
- BLK BlackRock, Inc.Owner: Joint
- Type
- Sale
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Jan 31, 2023 → Feb 14, 2023
- RSG Republic Services, Inc.Owner: Joint
- Type
- Sale
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Jan 31, 2023 → Feb 14, 2023
- ROK Rockwell Automation, Inc.Owner: Joint
- Type
- Sale
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Jan 31, 2023 → Feb 14, 2023
- JPM JP Morgan Chase & Co.Owner: Joint
- Type
- Sale
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Jan 31, 2023 → Feb 14, 2023
- RTX Raytheon Technologies CorporationOwner: Joint
- Type
- Sale
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Jan 31, 2023 → Feb 14, 2023
- V Visa Inc.Owner: Joint
- Type
- Sale
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Jan 31, 2023 → Feb 14, 2023
- COST Costco Wholesale CorporationOwner: Joint
- Type
- Sale
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Jan 31, 2023 → Feb 14, 2023
- LIN Linde plc Ordinary ShareOwner: Joint
- Type
- Sale
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Jan 31, 2023 → Feb 14, 2023
- CMCSA Comcast Corporation - Class AOwner: Joint
- Type
- Sale
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Jan 31, 2023 → Feb 14, 2023
- ADBE Adobe Inc.Owner: Joint
- Type
- Sale
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Jan 31, 2023 → Feb 14, 2023
- MDT Medtronic plc. Ordinary SharesOwner: Joint
- Type
- Sale
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Jan 31, 2023 → Feb 14, 2023
- AMT American Tower CorporationOwner: Joint
- Type
- Sale
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Jan 31, 2023 → Feb 14, 2023
- ICLR ICON plc - Ordinary SharesOwner: Joint
- Type
- Sale
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Jan 31, 2023 → Feb 14, 2023
- ICE Intercontinental Exchange Inc.Owner: Joint
- Type
- Sale
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Jan 31, 2023 → Feb 14, 2023
- TJX TJX Companies, Inc.Owner: Joint
- Type
- Sale
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Jan 31, 2023 → Feb 14, 2023
- INTC Intel CorporationOwner: Joint
- Type
- Sale
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Jan 31, 2023 → Feb 14, 2023
- CRM Salesforce, Inc.Owner: Joint
- Type
- Sale
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Jan 31, 2023 → Feb 14, 2023
- HD Home Depot, Inc.Owner: Joint
- Type
- Sale
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Jan 31, 2023 → Feb 14, 2023
- LOW Lowe's Companies, Inc.Owner: Joint
- Type
- Sale
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Jan 31, 2023 → Feb 14, 2023
- NEE NextEra Energy, Inc.Owner: Joint
- Type
- Sale
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Jan 31, 2023 → Feb 14, 2023
- NVS Novartis AGOwner: Joint
- Type
- Sale
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Jan 31, 2023 → Feb 14, 2023
- TMO Thermo Fisher Scientific IncOwner: Joint
- Type
- Sale
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Jan 31, 2023 → Feb 14, 2023
- PG Procter & Gamble CompanyOwner: Joint
- Type
- Sale
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Jan 31, 2023 → Feb 14, 2023
- AMZN Amazon.com, Inc.Owner: Joint
- Type
- Sale
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Jan 31, 2023 → Feb 14, 2023
- DHR Danaher CorporationOwner: Joint
- Type
- Sale
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Jan 31, 2023 → Feb 14, 2023
- KO Coca-Cola CompanyOwner: Joint
- Type
- Sale
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Jan 31, 2023 → Feb 14, 2023
- MSFT Microsoft CorporationOwner: Joint
- Type
- Sale
- Amount (range)
- $15,001–$50,000
- Traded → filed
- Jan 31, 2023 → Feb 14, 2023
- MDLZ Mondelez International, Inc. - Class AOwner: Joint
- Type
- Sale
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Jan 31, 2023 → Feb 14, 2023
- BA Boeing CompanyOwner: Joint
- Type
- Sale
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Jan 31, 2023 → Feb 14, 2023
- PSX Phillips 66Owner: Joint
- Type
- Sale
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Jan 31, 2023 → Feb 14, 2023
- ECL Ecolab Inc.Owner: Joint
- Type
- Sale
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Jan 31, 2023 → Feb 14, 2023
- HON Honeywell International Inc.Owner: Joint
- Type
- Sale
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Jan 31, 2023 → Feb 14, 2023
- TXN Texas Instruments IncorporatedOwner: Joint
- Type
- Sale
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Jan 31, 2023 → Feb 14, 2023
- PH Parker-Hannifin CorporationOwner: Joint
- Type
- Sale
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Jan 31, 2023 → Feb 14, 2023
- CB CHUBB LimitedOwner: Joint
- Type
- Sale
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Jan 31, 2023 → Feb 14, 2023
- MSFT Microsoft CorporationOwner: Joint
- Type
- Sale
- Amount (range)
- $1,000,001–$5,000,000
- Traded → filed
- Jan 4, 2023 → Feb 14, 2023
- DVN Devon Energy CorporationOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000+ $15,001–$50,000
- Traded → filed
- Dec 30, 2022 → Jan 13, 2023
- LMT Lockheed Martin CorporationOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Dec 30, 2022 → Jan 13, 2023
- WMB Williams Companies, Inc.Owner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Dec 26, 2022 → Jan 13, 2023
- BLL Ball CorporationOwner: Joint
- Type
- Sale
- Amount (range)
- $50,001–$100,000
- Traded → filed
- Dec 19, 2022 → Jan 13, 2023
- CCLD CareCloud, Inc.Owner: Joint
- Type
- Sale
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Dec 19, 2022 → Jan 13, 2023
- WYNN Wynn Resorts, LimitedOwner: Joint
- Type
- Sale
- Amount (range)
- $15,001–$50,000
- Traded → filed
- Dec 19, 2022 → Jan 13, 2023
- HLT Hilton Worldwide Holdings Inc.Owner: Joint
- Type
- Sale
- Amount (range)
- $50,001–$100,000
- Traded → filed
- Dec 19, 2022 → Jan 13, 2023
- ARCB ArcBest CorporationOwner: Joint
- Type
- Sale
- Amount (range)
- $50,001–$100,000
- Traded → filed
- Dec 19, 2022 → Jan 13, 2023
- EXAS Exact Sciences CorporationOwner: Joint
- Type
- Sale
- Amount (range)
- $50,001–$100,000
- Traded → filed
- Dec 19, 2022 → Jan 13, 2023
- ECL Ecolab Inc.Owner: Joint
- Type
- Sale
- Amount (range)
- $15,001–$50,000
- Traded → filed
- Dec 19, 2022 → Jan 13, 2023
- ADBE Adobe Inc.Owner: Joint
- Type
- Sale
- Amount (range)
- $250,001–$500,000
- Traded → filed
- Dec 19, 2022 → Jan 13, 2023
- MASI Masimo CorporationOwner: Joint
- Type
- Sale
- Amount (range)
- $50,001–$100,000
- Traded → filed
- Dec 19, 2022 → Jan 13, 2023
- RTN Raytheon CompanyOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Dec 15, 2022 → Jan 13, 2023
- PXD Pioneer Natural Resources CompanyOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000+ $15,001–$50,000
- Traded → filed
- Dec 15, 2022 → Jan 13, 2023
- HD Home Depot, Inc.Owner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Dec 15, 2022 → Jan 13, 2023
- NEE NextEra Energy, Inc.Owner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Dec 15, 2022 → Jan 13, 2023
- UNH UnitedHealth Group Incorporated Common StockOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Dec 13, 2022 → Jan 13, 2023
- ROK Rockwell Automation, Inc.Owner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Dec 12, 2022 → Jan 13, 2023
- EMR Emerson Electric CompanyOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Dec 9, 2022 → Jan 13, 2023
- XOM Exxon Mobil CorporationOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Dec 9, 2022 → Jan 13, 2023
- MSFT Microsoft CorporationOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Dec 8, 2022 → Jan 13, 2023
- JNJ Johnson & JohnsonOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Dec 6, 2022 → Jan 13, 2023
- INTC Intel CorporationOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Dec 1, 2022 → Jan 13, 2023
- CR Crane Holdings, Co.Owner: Joint
- Type
- Sale
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Nov 21, 2022 → Dec 8, 2022
- AMP Ameriprise Financial, Inc.Owner: Joint
- Type
- Sale
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Nov 21, 2022 → Dec 8, 2022
- VFC V.F. CorporationOwner: Joint
- Type
- Sale
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Nov 21, 2022 → Dec 8, 2022
- MMC Marsh & McLennan Companies, Inc.Owner: Joint
- Type
- Sale
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Nov 21, 2022 → Dec 8, 2022
- SHW Sherwin-Williams CompanyOwner: Joint
- Type
- Sale
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Nov 21, 2022 → Dec 8, 2022
- ACN Accenture plc Class A Ordinary SharesOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Nov 15, 2022 → Dec 8, 2022
- TXN Texas Instruments IncorporatedOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Nov 15, 2022 → Dec 8, 2022
- MMP Magellan Midstream Partners L.P. Limited PartnershipOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Nov 14, 2022 → Dec 8, 2022
- OKE ONEOK, Inc.Owner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Nov 14, 2022 → Dec 8, 2022
- JPM JP Morgan Chase & Co.Owner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Oct 31, 2022 → Nov 9, 2022
- JEPI JPMorgan Equity Premium Income ETFOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Oct 6, 2022 → Nov 9, 2022
- DVN Devon Energy CorporationOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000+ $15,001–$50,000
- Traded → filed
- Sep 30, 2022 → Oct 10, 2022
- DGRO IShares Core Dividend Growth ETFOwner: Joint
- Type
- Purchase
- Amount (range)
- 2 × $1,001–$15,000
- Traded → filed
- Sep 30, 2022 → Oct 10, 2022
- WMB Williams Companies, Inc.Owner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Sep 26, 2022 → Oct 10, 2022
- UNH UnitedHealth Group Incorporated Common StockOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Sep 20, 2022 → Oct 10, 2022
- PXD Pioneer Natural Resources CompanyOwner: Joint
- Type
- Purchase
- Amount (range)
- $15,001–$50,000+ $1,001–$15,000
- Traded → filed
- Sep 16, 2022 → Oct 10, 2022
- HD Home Depot, Inc.Owner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Sep 15, 2022 → Oct 10, 2022
- NEE NextEra Energy, Inc.Owner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Sep 15, 2022 → Oct 10, 2022
- ROK Rockwell Automation, Inc.Owner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Sep 12, 2022 → Oct 10, 2022
- XOM Exxon Mobil CorporationOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Sep 9, 2022 → Oct 10, 2022
- EMR Emerson Electric CompanyOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Sep 9, 2022 → Oct 10, 2022
- JEPI JPMorgan Equity Premium Income ETFOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Sep 7, 2022 → Oct 10, 2022
- ASML ASML Holding N.V. - New York Registry SharesOwner: Joint
- Type
- Purchase
- Amount (range)
- $50,001–$100,000
- Traded → filed
- Aug 25, 2022 → Sep 15, 2022
- PTC PTC Inc.Owner: Joint
- Type
- Purchase
- Amount (range)
- $15,001–$50,000
- Traded → filed
- Aug 25, 2022 → Sep 15, 2022
- CDNS Cadence Design Systems, Inc.Owner: Joint
- Type
- Purchase
- Amount (range)
- $15,001–$50,000
- Traded → filed
- Aug 18, 2022 → Sep 15, 2022
- CTRA Coterra Energy Inc.Owner: Joint
- Type
- Purchase
- Amount (range)
- $15,001–$50,000
- Traded → filed
- Aug 17, 2022 → Sep 15, 2022
- TXN Texas Instruments IncorporatedOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Aug 16, 2022 → Sep 15, 2022
- OKE ONEOK, Inc.Owner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Aug 15, 2022 → Sep 15, 2022
- ACN Accenture plc Class A Ordinary SharesOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Aug 15, 2022 → Sep 15, 2022
- MMP Magellan Midstream Partners L.P. Limited PartnershipOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Aug 12, 2022 → Sep 15, 2022
- JPM JP Morgan Chase & Co.Owner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Jul 31, 2022 → Aug 15, 2022
- TIP IShares TIPS Bond ETFOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Jul 8, 2022 → Aug 15, 2022
- DVN Devon Energy CorporationOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000+ $15,001–$50,000
- Traded → filed
- Jun 30, 2022 → Jul 15, 2022
- WMB Williams Companies, Inc.Owner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Jun 27, 2022 → Jul 15, 2022
- LMT Lockheed Martin CorporationOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Jun 24, 2022 → Jul 15, 2022
- AGCO AGCO CorporationOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Jun 21, 2022 → Jul 15, 2022
- RTX Raytheon Technologies CorporationOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Jun 16, 2022 → Jul 15, 2022
- HD Home Depot, Inc.Owner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Jun 16, 2022 → Jul 15, 2022
- NEE NextEra Energy, Inc.Owner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Jun 15, 2022 → Jul 15, 2022
- PXD Pioneer Natural Resources CompanyOwner: Joint
- Type
- Purchase
- Amount (range)
- $15,001–$50,000+ $1,001–$15,000
- Traded → filed
- Jun 14, 2022 → Jul 15, 2022
- CERN Cerner CorporationOwner: Self (incl. trusts/accounts)
- Type
- Sale
- Amount (range)
- $15,001–$50,000
- Traded → filed
- Jun 10, 2022 → Jul 15, 2022
- EMR Emerson Electric CompanyOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Jun 10, 2022 → Jul 15, 2022
- XOM Exxon Mobil CorporationOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Jun 10, 2022 → Jul 15, 2022
- ROK Rockwell Automation, Inc.Owner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Jun 10, 2022 → Jul 15, 2022
- MSFT Microsoft CorporationOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Jun 9, 2022 → Jul 15, 2022
- JNJ Johnson & JohnsonOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Jun 7, 2022 → Jul 15, 2022
- INTC Intel CorporationOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Jun 1, 2022 → Jul 15, 2022
- TXN Texas Instruments IncorporatedOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- May 17, 2022 → Jun 14, 2022
- MTBC CareCloud, Inc.Owner: Child
- Type
- Sale
- Amount (range)
- $1,001–$15,000
- Traded → filed
- May 16, 2022 → Jun 14, 2022
- EXAS Exact Sciences CorporationOwner: Child
- Type
- Sale
- Amount (range)
- $1,001–$15,000
- Traded → filed
- May 16, 2022 → Jun 14, 2022
- OKE ONEOK, Inc.Owner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- May 16, 2022 → Jun 14, 2022
- MMP Magellan Midstream Partners L.P. Limited PartnershipOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- May 13, 2022 → Jun 14, 2022
- ACN Accenture plc Class A Ordinary SharesOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- May 13, 2022 → Jun 14, 2022
- ABB ABB LtdOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- May 11, 2022 → Jun 14, 2022
- JPM JP Morgan Chase & Co.Owner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Apr 30, 2022 → May 12, 2022
- IQV IQVIA Holdings, Inc.Owner: Child
- Type
- Sale
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Apr 22, 2022 → May 12, 2022
- AHCO AdaptHealth Corp.Owner: Child
- Type
- Sale
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Apr 22, 2022 → May 12, 2022
- MDLZ Mondelez International, Inc. - Class AOwner: Joint
- Type
- Sale
- Amount (range)
- $15,001–$50,000
- Traded → filed
- Apr 12, 2022 → May 12, 2022
- HON Honeywell International Inc.Owner: Joint
- Type
- Sale
- Amount (range)
- $250,001–$500,000
- Traded → filed
- Apr 8, 2022 → May 12, 2022
- AHCO AdaptHealth Corp.Owner: Joint
- Type
- Sale
- Amount (range)
- $50,001–$100,000
- Traded → filed
- Apr 1, 2022 → May 12, 2022
- DVN Devon Energy CorporationOwner: Joint
- Type
- Purchase
- Amount (range)
- $15,001–$50,000+ $1,001–$15,000
- Traded → filed
- Mar 31, 2022 → Apr 12, 2022
- WMB Williams Companies, Inc.Owner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Mar 28, 2022 → Apr 12, 2022
- LMT Lockheed Martin CorporationOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Mar 25, 2022 → Apr 12, 2022
- HD Home Depot, Inc.Owner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Mar 24, 2022 → Apr 12, 2022
- RTX Raytheon Technologies CorporationOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Mar 24, 2022 → Apr 12, 2022
- UNH UnitedHealth Group Incorporated Common StockOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Mar 22, 2022 → Apr 12, 2022
- NEE NextEra Energy, Inc.Owner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Mar 15, 2022 → Apr 12, 2022
- PXD Pioneer Natural Resources CompanyOwner: Joint
- Type
- Purchase
- Amount (range)
- 3 × $1,001–$15,000
- Traded → filed
- Mar 14, 2022 → Apr 12, 2022
- HON Honeywell International Inc.Owner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Mar 11, 2022 → Apr 12, 2022
- ROK Rockwell Automation, Inc.Owner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Mar 10, 2022 → Apr 12, 2022
- XOM Exxon Mobil CorporationOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Mar 10, 2022 → Apr 12, 2022
- MSFT Microsoft CorporationOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Mar 10, 2022 → Apr 12, 2022
- EMR Emerson Electric CompanyOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Mar 10, 2022 → Apr 12, 2022
- JNJ Johnson & JohnsonOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Mar 8, 2022 → Apr 12, 2022
- INTC Intel CorporationOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Mar 1, 2022 → Apr 12, 2022
- ACN Accenture plc Class A Ordinary SharesOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Feb 15, 2022 → Mar 7, 2022
- MMP Magellan Midstream Partners L.P. Limited PartnershipOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Feb 14, 2022 → Mar 7, 2022
- OKE ONEOK, Inc.Owner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Feb 14, 2022 → Mar 7, 2022
- TXN Texas Instruments IncorporatedOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Feb 7, 2022 → Mar 7, 2022
- JPM JP Morgan Chase & Co.Owner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Jan 31, 2022 → Feb 2, 2022
- PXD Pioneer Natural Resources CompanyOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Jan 14, 2022 → Feb 2, 2022
- DVN Devon Energy CorporationOwner: Joint
- Type
- Purchase
- Amount (range)
- $15,001–$50,000+ $1,001–$15,000
- Traded → filed
- Dec 30, 2021 → Jan 11, 2022
- WMB Williams Companies, Inc.Owner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Dec 27, 2021 → Jan 11, 2022
- LMT Lockheed Martin CorporationOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Dec 27, 2021 → Jan 11, 2022
- VUZI Vuzix CorporationOwner: Joint
- Type
- Sale
- Amount (range)
- $50,001–$100,000
- Traded → filed
- Dec 20, 2021 → Jan 11, 2022
- ASXC Asensus Surgical, Inc.Owner: Joint
- Type
- Sale
- Amount (range)
- $15,001–$50,000
- Traded → filed
- Dec 20, 2021 → Jan 11, 2022
- MDT Medtronic plc. Ordinary SharesOwner: Joint
- Type
- Sale
- Amount (range)
- $100,001–$250,000
- Traded → filed
- Dec 20, 2021 → Jan 11, 2022
- RTX Raytheon Technologies CorporationOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Dec 16, 2021 → Jan 11, 2022
- HD Home Depot, Inc.Owner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Dec 16, 2021 → Jan 11, 2022
- NEE NextEra Energy, Inc.Owner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Dec 15, 2021 → Jan 11, 2022
- PXD Pioneer Natural Resources CompanyOwner: Joint
- Type
- Purchase
- Amount (range)
- 2 × $1,001–$15,000
- Traded → filed
- Dec 14, 2021 → Jan 11, 2022
- UNH UnitedHealth group Incorporated Common StockOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Dec 14, 2021 → Jan 11, 2022
- XOM Exxon Mobil CorporationOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Dec 10, 2021 → Jan 11, 2022
- EMR Emerson Electric CompanyOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Dec 10, 2021 → Jan 11, 2022
- ROK Rockwell Automation, Inc.Owner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Dec 10, 2021 → Jan 11, 2022
- MSFT Microsoft CorporationOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Dec 9, 2021 → Jan 11, 2022
- JNJ Johnson & JohnsonOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Dec 7, 2021 → Jan 11, 2022
- HON Honeywell International Inc.Owner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Dec 3, 2021 → Jan 11, 2022
- TJX TJX Companies, Inc.Owner: Joint
- Type
- Purchase
- Amount (range)
- $15,001–$50,000
- Traded → filed
- Nov 26, 2021 → Dec 9, 2021
- HLT Hilton Worldwide Holdings Inc.Owner: Joint
- Type
- Purchase
- Amount (range)
- $50,001–$100,000
- Traded → filed
- Nov 26, 2021 → Dec 9, 2021
- ABB ABB LtdOwner: Joint
- Type
- Purchase
- Amount (range)
- $50,001–$100,000
- Traded → filed
- Nov 26, 2021 → Dec 9, 2021
- AGCO AGCO CorporationOwner: Joint
- Type
- Purchase
- Amount (range)
- $50,001–$100,000
- Traded → filed
- Nov 26, 2021 → Dec 9, 2021
- BLL Ball CorporationOwner: Joint
- Type
- Purchase
- Amount (range)
- $50,001–$100,000
- Traded → filed
- Nov 26, 2021 → Dec 9, 2021
- INTC Intel CorporationOwner: Joint
- Type
- Purchase
- Amount (range)
- $15,001–$50,000
- Traded → filed
- Nov 26, 2021 → Dec 9, 2021
- FTEC Fidelity MSCI Information Technology Index ETFOwner: Joint
- Type
- Purchase
- Amount (range)
- $100,001–$250,000
- Traded → filed
- Nov 26, 2021 → Dec 9, 2021
- PH Parker-Hannifin CorporationOwner: Joint
- Type
- Purchase
- Amount (range)
- $15,001–$50,000
- Traded → filed
- Nov 26, 2021 → Dec 9, 2021
- ACN Accenture plc Class A Ordinary SharesOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Nov 26, 2021 → Dec 9, 2021
- ARCB ArcBest CorporationOwner: Joint
- Type
- Purchase
- Amount (range)
- $50,001–$100,000
- Traded → filed
- Nov 26, 2021 → Dec 9, 2021
- DRE Duke Realty CorporationOwner: Joint
- Type
- Purchase
- Amount (range)
- $50,001–$100,000
- Traded → filed
- Nov 26, 2021 → Dec 9, 2021
- PWR Quanta Services, Inc.Owner: Joint
- Type
- Purchase
- Amount (range)
- $50,001–$100,000
- Traded → filed
- Nov 26, 2021 → Dec 9, 2021
- CR Crane Co.Owner: Joint
- Type
- Purchase
- Amount (range)
- $15,001–$50,000
- Traded → filed
- Nov 26, 2021 → Dec 9, 2021
- FDIS Fidelity MSCI Consumer Discretionary Index ETFOwner: Joint
- Type
- Purchase
- Amount (range)
- $50,001–$100,000
- Traded → filed
- Nov 26, 2021 → Dec 9, 2021
- FSK FS KKR Capital Corp.Owner: Joint
- Type
- Sale
- Amount (range)
- $100,001–$250,000
- Traded → filed
- Nov 26, 2021 → Dec 9, 2021
- FBND Fidelity Total Bond ETFOwner: Joint
- Type
- Sale
- Amount (range)
- $50,001–$100,000
- Traded → filed
- Nov 16, 2021 → Dec 9, 2021
- TXN Texas Instruments IncorporatedOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Nov 15, 2021 → Dec 9, 2021
- OKE ONEOK, Inc.Owner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Nov 15, 2021 → Dec 9, 2021
- MMP Magellan Midstream Partners L.P. Limited PartnershipOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Nov 12, 2021 → Dec 9, 2021
- TIP IShares TIPS Bond ETFOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Nov 5, 2021 → Dec 9, 2021
- JPM JP Morgan Chase & Co.Owner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Oct 29, 2021 → Nov 5, 2021
- BLK BlackRock, Inc.Owner: Joint
- Type
- Purchase
- Amount (range)
- $15,001–$50,000
- Traded → filed
- Oct 20, 2021 → Nov 5, 2021
- PXD Pioneer Natural Resources gfedc CompanyOwner: Joint
- Type
- Purchase
- Amount (range)
- $100,001–$250,000
- Traded → filed
- Oct 20, 2021 → Nov 5, 2021
- FMAT Fidelity MSCI Materials Index ETFOwner: Joint
- Type
- Purchase
- Amount (range)
- $15,001–$50,000
- Traded → filed
- Oct 20, 2021 → Nov 5, 2021
- ORLY O'Reilly Automotive, Inc.Owner: Joint
- Type
- Purchase
- Amount (range)
- $15,001–$50,000
- Traded → filed
- Oct 20, 2021 → Nov 5, 2021
- V Visa Inc.Owner: Joint
- Type
- Purchase
- Amount (range)
- $50,001–$100,000
- Traded → filed
- Oct 20, 2021 → Nov 5, 2021
- CVX Chevron CorporationOwner: Joint
- Type
- Purchase
- Amount (range)
- $50,001–$100,000
- Traded → filed
- Oct 20, 2021 → Nov 5, 2021
- ITW Illinois Tool Works Inc.Owner: Joint
- Type
- Purchase
- Amount (range)
- $15,001–$50,000
- Traded → filed
- Oct 20, 2021 → Nov 5, 2021
- LMT Lockheed Martin CorporationOwner: Joint
- Type
- Purchase
- Amount (range)
- $50,001–$100,000
- Traded → filed
- Oct 20, 2021 → Nov 5, 2021
- PXD Pioneer Natural Resources CompanyOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Oct 14, 2021 → Nov 5, 2021
- TIP IShares TIPS bond ETFOwner: Joint
- Type
- Purchase
- Amount (range)
- 2 × $1,001–$15,000
- Traded → filed
- Oct 7, 2021 → Nov 5, 2021
- DIAL Columbia Diversified Fixed Income Allocation ETFOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Oct 6, 2021 → Nov 5, 2021
- DVN Devon Energy CorporationOwner: Joint
- Type
- Purchase
- Amount (range)
- 2 × $1,001–$15,000
- Traded → filed
- Sep 30, 2021 → Oct 7, 2021
- DGRO IShares Core Dividend growth ETFOwner: Joint
- Type
- Purchase
- Amount (range)
- 2 × $1,001–$15,000
- Traded → filed
- Sep 30, 2021 → Oct 7, 2021
- WMB Williams Companies, Inc.Owner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Sep 27, 2021 → Oct 7, 2021
- ACN Accenture plc Class A Ordinary SharesOwner: Joint
- Type
- Purchase
- Amount (range)
- $100,001–$250,000
- Traded → filed
- Sep 23, 2021 → Oct 7, 2021
- UNH UnitedHealth group Incorporated Common StockOwner: Joint
- Type
- Purchase
- Amount (range)
- $250,001–$500,000
- Traded → filed
- Sep 23, 2021 → Oct 7, 2021
- MDT Medtronic plc. Ordinary SharesOwner: Joint
- Type
- Purchase
- Amount (range)
- $100,001–$250,000
- Traded → filed
- Sep 23, 2021 → Oct 7, 2021
- RTX Raytheon Technologies CorporationOwner: Joint
- Type
- Purchase
- Amount (range)
- $250,001–$500,000
- Traded → filed
- Sep 23, 2021 → Oct 7, 2021
- SPY SPDR S&P 500Owner: Joint
- Type
- Sale
- Amount (range)
- $500,001–$1,000,000
- Traded → filed
- Sep 20, 2021 → Oct 7, 2021
- PXD Pioneer Natural Resources CompanyOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Sep 17, 2021 → Oct 7, 2021
- HD Home Depot, Inc.Owner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Sep 16, 2021 → Oct 7, 2021
- NEE NextEra Energy, Inc.Owner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Sep 15, 2021 → Oct 7, 2021
- ROK Rockwell Automation, Inc.Owner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Sep 10, 2021 → Oct 7, 2021
- EMR Emerson Electric CompanyOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Sep 10, 2021 → Oct 7, 2021
- MSFT Microsoft CorporationOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Sep 9, 2021 → Oct 7, 2021
- TIP IShares TIPS bond ETFOwner: Joint
- Type
- Purchase
- Amount (range)
- 2 × $1,001–$15,000
- Traded → filed
- Sep 8, 2021 → Oct 7, 2021
- JNJ Johnson & JohnsonOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Sep 7, 2021 → Oct 7, 2021
- DIAL Columbia Diversified Fixed Income Allocation ETFOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Sep 7, 2021 → Oct 7, 2021
- HON Honeywell International Inc.Owner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Sep 3, 2021 → Oct 7, 2021
- ICLR ICON plc - Ordinary SharesOwner: Joint
- Type
- Purchase
- Amount (range)
- $15,001–$50,000
- Traded → filed
- Sep 2, 2021 → Oct 7, 2021
- PRGS Progress Software CorporationOwner: Joint
- Type
- Purchase
- Amount (range)
- $15,001–$50,000+ $1,001–$15,000
- Traded → filed
- Sep 2, 2021 → Oct 7, 2021
- RTX Raytheon Technologies CorporationOwner: Joint
- Type
- Purchase
- Amount (range)
- $50,001–$100,000
- Traded → filed
- Sep 2, 2021 → Oct 7, 2021
- INTC Intel CorporationOwner: Joint
- Type
- Purchase
- Amount (range)
- $50,001–$100,000
- Traded → filed
- Sep 2, 2021 → Oct 7, 2021
- UNH UnitedHealth group Incorporated Common StockOwner: Joint
- Type
- Purchase
- Amount (range)
- $50,001–$100,000
- Traded → filed
- Sep 2, 2021 → Oct 7, 2021
- CDNS Cadence Design Systems, Inc.Owner: Joint
- Type
- Purchase
- Amount (range)
- $15,001–$50,000
- Traded → filed
- Sep 2, 2021 → Oct 7, 2021
- XOM Exxon Mobil CorporationOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Sep 2, 2021 → Oct 7, 2021
- JNJ Johnson & JohnsonOwner: Joint
- Type
- Purchase
- Amount (range)
- $50,001–$100,000
- Traded → filed
- Sep 2, 2021 → Oct 7, 2021
- IQV IQVIA Holdings, Inc.Owner: Joint
- Type
- Purchase
- Amount (range)
- $15,001–$50,000
- Traded → filed
- Sep 2, 2021 → Oct 7, 2021
- TXN Texas Instruments IncorporatedOwner: Joint
- Type
- Purchase
- Amount (range)
- $250,001–$500,000
- Traded → filed
- Aug 25, 2021 → Sep 15, 2021
- COST Costco Wholesale CorporationOwner: Joint
- Type
- Purchase
- Amount (range)
- $250,001–$500,000
- Traded → filed
- Aug 25, 2021 → Sep 15, 2021
- LMT Lockheed Martin CorporationOwner: Joint
- Type
- Purchase
- Amount (range)
- $100,001–$250,000
- Traded → filed
- Aug 25, 2021 → Sep 15, 2021
- CB CHUBB limitedOwner: Joint
- Type
- Purchase
- Amount (range)
- $100,001–$250,000
- Traded → filed
- Aug 25, 2021 → Sep 15, 2021
- AHCO AdaptHealth Corp.Owner: Joint
- Type
- Purchase
- Amount (range)
- $100,001–$250,000
- Traded → filed
- Aug 25, 2021 → Sep 15, 2021
- OKE ONEOK, Inc.Owner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Aug 16, 2021 → Sep 15, 2021
- MMC Marsh & Mclennan Companies, Inc.Owner: Joint
- Type
- Purchase
- Amount (range)
- $100,001–$250,000
- Traded → filed
- Aug 16, 2021 → Sep 15, 2021
- MMP Magellan Midstream Partners l.P. limited PartnershipOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Aug 13, 2021 → Sep 15, 2021
- ACN Accenture plc Class A Ordinary SharesOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Aug 13, 2021 → Sep 15, 2021
- TXN Texas Instruments IncorporatedOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Aug 9, 2021 → Sep 15, 2021
- TIP IShares TIPS bond ETFOwner: Joint
- Type
- Purchase
- Amount (range)
- 2 × $1,001–$15,000
- Traded → filed
- Aug 6, 2021 → Sep 15, 2021
- DIAL Columbia Diversified Fixed Income Allocation ETFOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Aug 5, 2021 → Sep 15, 2021
- JPM JP Morgan Chase & Co.Owner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Jul 31, 2021 → Sep 15, 2021
- SPY SPDR S&P 500Owner: Joint
- Type
- Purchase
- Amount (range)
- $500,001–$1,000,000
- Traded → filed
- Jul 30, 2021 → Sep 15, 2021
- JEPI JPMorgan Equity Premium Income ETFOwner: Joint
- Type
- Purchase
- Amount (range)
- $100,001–$250,000
- Traded → filed
- Jul 30, 2021 → Sep 15, 2021
- FHLC Fidelity MSCI Health Care Index ETFOwner: Joint
- Type
- Purchase
- Amount (range)
- $50,001–$100,000
- Traded → filed
- Jul 30, 2021 → Sep 15, 2021
- GOOGL Alphabet Inc. - Class AOwner: Joint
- Type
- Purchase
- Amount (range)
- $100,001–$250,000
- Traded → filed
- Jul 30, 2021 → Sep 15, 2021
- TIP IShares TIPS bond ETFOwner: Joint
- Type
- Purchase
- Amount (range)
- $250,001–$500,000
- Traded → filed
- Jul 30, 2021 → Sep 15, 2021
- AMZN Amazon.com, Inc.Owner: Joint
- Type
- Purchase
- Amount (range)
- $50,001–$100,000
- Traded → filed
- Jul 30, 2021 → Sep 15, 2021
- NEE NextEra Energy, Inc.Owner: Joint
- Type
- Purchase
- Amount (range)
- $50,001–$100,000
- Traded → filed
- Jul 30, 2021 → Sep 15, 2021
- FDRR Fidelity Dividend ETF for Rising RatesOwner: Joint
- Type
- Purchase
- Amount (range)
- $50,001–$100,000
- Traded → filed
- Jul 30, 2021 → Sep 15, 2021
- PTC PTC Inc.Owner: Joint
- Type
- Purchase
- Amount (range)
- $15,001–$50,000
- Traded → filed
- Jul 21, 2021 → Sep 15, 2021
- TMO Thermo Fisher Scientific IncOwner: Joint
- Type
- Purchase
- Amount (range)
- $50,001–$100,000
- Traded → filed
- Jul 21, 2021 → Sep 15, 2021
- ADBE Adobe Inc.Owner: Joint
- Type
- Purchase
- Amount (range)
- $50,001–$100,000
- Traded → filed
- Jul 21, 2021 → Sep 15, 2021
- TXN Texas Instruments IncorporatedOwner: Joint
- Type
- Purchase
- Amount (range)
- $100,001–$250,000
- Traded → filed
- Jul 21, 2021 → Sep 15, 2021
- ROK Rockwell Automation, Inc.Owner: Joint
- Type
- Purchase
- Amount (range)
- $50,001–$100,000
- Traded → filed
- Jul 21, 2021 → Sep 15, 2021
- BSX Boston Scientific CorporationOwner: Joint
- Type
- Purchase
- Amount (range)
- $15,001–$50,000
- Traded → filed
- Jul 21, 2021 → Sep 15, 2021
- MSFT Microsoft CorporationOwner: Joint
- Type
- Purchase
- Amount (range)
- $100,001–$250,000
- Traded → filed
- Jul 21, 2021 → Sep 15, 2021
- PXD Pioneer Natural Resources CompanyOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Jul 14, 2021 → Sep 15, 2021
- TIP IShares TIPS bond ETFOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Jul 8, 2021 → Sep 15, 2021
- DIAL Columbia Diversified Fixed Income Allocation ETFOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Jul 7, 2021 → Sep 15, 2021
- TROW T. Rowe Price group, Inc.Owner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Jul 7, 2021 → Sep 15, 2021
- DXCM DexCom, Inc.Owner: Joint
- Type
- Purchase
- Amount (range)
- $100,001–$250,000
- Traded → filed
- Jul 1, 2021 → Sep 15, 2021
- HD Home Depot, Inc.Owner: Joint
- Type
- Purchase
- Amount (range)
- $100,001–$250,000
- Traded → filed
- Jul 1, 2021 → Sep 15, 2021
- FQAL Fidelity Quality Factor ETFOwner: Joint
- Type
- Purchase
- Amount (range)
- $100,001–$250,000
- Traded → filed
- Jul 1, 2021 → Sep 15, 2021
- DGRO IShares Core Dividend growth ETFOwner: Joint
- Type
- Purchase
- Amount (range)
- $250,001–$500,000
- Traded → filed
- Jul 1, 2021 → Sep 15, 2021
- DHR Danaher CorporationOwner: Joint
- Type
- Purchase
- Amount (range)
- $50,001–$100,000
- Traded → filed
- Jul 1, 2021 → Sep 15, 2021
- BSX Boston Scientific CorporationOwner: Joint
- Type
- Purchase
- Amount (range)
- $100,001–$250,000
- Traded → filed
- Jul 1, 2021 → Sep 15, 2021
- ITW Illinois Tool Works Inc.Owner: Joint
- Type
- Purchase
- Amount (range)
- $50,001–$100,000
- Traded → filed
- Jul 1, 2021 → Sep 15, 2021
- EMR Emerson Electric CompanyOwner: Joint
- Type
- Purchase
- Amount (range)
- $50,001–$100,000
- Traded → filed
- Jul 1, 2021 → Sep 15, 2021
- LIN Linde plc Ordinary ShareOwner: Joint
- Type
- Purchase
- Amount (range)
- $15,001–$50,000
- Traded → filed
- Jul 1, 2021 → Sep 15, 2021
- MDT Medtronic plc. Ordinary SharesOwner: Joint
- Type
- Purchase
- Amount (range)
- $15,001–$50,000
- Traded → filed
- Jul 1, 2021 → Sep 15, 2021
- ETV Eaton Vance Corporation Eaton Vance Tax-Managed buy-Write Opportunities Fund Common Shares of beneficial InterestOwner: Joint
- Type
- Purchase
- Amount (range)
- $15,001–$50,000
- Traded → filed
- Jul 1, 2021 → Sep 15, 2021
- JPM JP Morgan Chase & Co.Owner: Joint
- Type
- Purchase
- Amount (range)
- $50,001–$100,000
- Traded → filed
- Jul 1, 2021 → Sep 15, 2021
- VUZI Vuzix CorporationOwner: Joint
- Type
- Purchase
- Amount (range)
- $50,001–$100,000
- Traded → filed
- Jul 1, 2021 → Sep 15, 2021
- DVN Devon Energy CorporationOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Jun 30, 2021 → Jul 14, 2021
- WMB Williams Companies, Inc.Owner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Jun 28, 2021 → Jul 14, 2021
- MSFT Microsoft CorporationOwner: Joint
- Type
- Purchase
- Amount (range)
- $250,001–$500,000+ $100,001–$250,000
- Traded → filed
- Jun 25, 2021 → Jul 14, 2021
- ACN Accenture plc Class A Ordinary SharesOwner: Joint
- Type
- Purchase
- Amount (range)
- $100,001–$250,000
- Traded → filed
- Jun 25, 2021 → Jul 14, 2021
- MASI Masimo CorporationOwner: Joint
- Type
- Purchase
- Amount (range)
- $100,001–$250,000+ $15,001–$50,000
- Traded → filed
- Jun 25, 2021 → Jul 14, 2021
- PSX Phillips 66Owner: Joint
- Type
- Purchase
- Amount (range)
- $15,001–$50,000
- Traded → filed
- Jun 25, 2021 → Jul 14, 2021
- LIN Linde plc Ordinary ShareOwner: Joint
- Type
- Purchase
- Amount (range)
- $100,001–$250,000
- Traded → filed
- Jun 25, 2021 → Jul 14, 2021
- ASXC Asensus Surgical, Inc.Owner: Joint
- Type
- Purchase
- Amount (range)
- $100,001–$250,000
- Traded → filed
- Jun 25, 2021 → Jul 14, 2021
- JNJ Johnson & JohnsonOwner: Joint
- Type
- Purchase
- Amount (range)
- $250,001–$500,000
- Traded → filed
- Jun 25, 2021 → Jul 14, 2021
- JPM JP Morgan Chase & Co.Owner: Joint
- Type
- Purchase
- Amount (range)
- $250,001–$500,000
- Traded → filed
- Jun 25, 2021 → Jul 14, 2021
- HON Honeywell International Inc.Owner: Joint
- Type
- Purchase
- Amount (range)
- $50,001–$100,000
- Traded → filed
- Jun 25, 2021 → Jul 14, 2021
- HD Home Depot, Inc.Owner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Jun 17, 2021 → Jul 14, 2021
- NEE NextEra Energy, Inc.Owner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Jun 15, 2021 → Jul 14, 2021
- MSFT Microsoft CorporationOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Jun 10, 2021 → Jul 14, 2021
- XOM Exxon Mobil CorporationOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Jun 10, 2021 → Jul 14, 2021
- PXD Pioneer Natural Resources CompanyOwner: Joint
- Type
- Purchase
- Amount (range)
- $500,001–$1,000,000
- Traded → filed
- Jun 9, 2021 → Jul 14, 2021
- CDNS Cadence Design Systems, Inc.Owner: Joint
- Type
- Purchase
- Amount (range)
- $100,001–$250,000
- Traded → filed
- May 26, 2021 → Jun 15, 2021
- PRGS Progress Software CorporationOwner: Joint
- Type
- Purchase
- Amount (range)
- $50,001–$100,000
- Traded → filed
- May 26, 2021 → Jun 15, 2021
- OKE ONEOK, Inc.Owner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- May 26, 2021 → Jun 15, 2021
- PTC PTC Inc.Owner: Joint
- Type
- Purchase
- Amount (range)
- $50,001–$100,000
- Traded → filed
- May 26, 2021 → Jun 15, 2021
- MTBC CareCloud, Inc.Owner: Child
- Type
- Purchase
- Amount (range)
- 3 × $1,001–$15,000
- Traded → filed
- May 20, 2021 → Jun 15, 2021
- ADBE Adobe Inc.Owner: Joint
- Type
- Purchase
- Amount (range)
- $250,001–$500,000
- Traded → filed
- May 20, 2021 → Jun 15, 2021
- IQV IQVIA Holdings, Inc.Owner: Child
- Type
- Purchase
- Amount (range)
- 3 × $1,001–$15,000
- Traded → filed
- May 20, 2021 → Jun 15, 2021
- EXAS Exact Sciences CorporationOwner: Child
- Type
- Purchase
- Amount (range)
- 3 × $1,001–$15,000
- Traded → filed
- May 20, 2021 → Jun 15, 2021
- EXAS Exact Sciences CorporationOwner: Joint
- Type
- Purchase
- Amount (range)
- $50,001–$100,000
- Traded → filed
- May 20, 2021 → Jun 15, 2021
- VUZI Vuzix CorporationOwner: Child
- Type
- Purchase
- Amount (range)
- 3 × $1,001–$15,000
- Traded → filed
- May 20, 2021 → Jun 15, 2021
- BSX Boston Scientific CorporationOwner: Child
- Type
- Purchase
- Amount (range)
- 3 × $1,001–$15,000
- Traded → filed
- May 20, 2021 → Jun 15, 2021
- MTBC CareCloud, Inc.Owner: Joint
- Type
- Purchase
- Amount (range)
- $15,001–$50,000
- Traded → filed
- May 20, 2021 → Jun 15, 2021
- AHCO AdaptHealth Corp. - Class AOwner: Child
- Type
- Purchase
- Amount (range)
- 3 × $1,001–$15,000
- Traded → filed
- May 20, 2021 → Jun 15, 2021
- ORLY O'Reilly Automotive, Inc.Owner: Joint
- Type
- Purchase
- Amount (range)
- $100,001–$250,000
- Traded → filed
- May 18, 2021 → Jun 15, 2021
- FCX Freeport-McMoRan, Inc.Owner: Joint
- Type
- Purchase
- Amount (range)
- $100,001–$250,000
- Traded → filed
- May 18, 2021 → Jun 15, 2021
- EMR Emerson Electric CompanyOwner: Joint
- Type
- Purchase
- Amount (range)
- $250,001–$500,000
- Traded → filed
- May 18, 2021 → Jun 15, 2021
- HON Honeywell International Inc.Owner: Joint
- Type
- Purchase
- Amount (range)
- $250,001–$500,000
- Traded → filed
- May 18, 2021 → Jun 15, 2021
- IQV IQVIA Holdings, Inc.Owner: Joint
- Type
- Purchase
- Amount (range)
- $100,001–$250,000
- Traded → filed
- May 18, 2021 → Jun 15, 2021
- ICLR ICON plc - Ordinary Shares gfedcOwner: Joint
- Type
- Purchase
- Amount (range)
- $100,001–$250,000
- Traded → filed
- May 18, 2021 → Jun 15, 2021
- VUZI Vuzix CorporationOwner: Joint
- Type
- Purchase
- Amount (range)
- $15,001–$50,000
- Traded → filed
- May 18, 2021 → Jun 15, 2021
- NEE NextEra Energy, Inc.Owner: Joint
- Type
- Purchase
- Amount (range)
- $250,001–$500,000
- Traded → filed
- May 18, 2021 → Jun 15, 2021
- ROK Rockwell Automation, Inc.Owner: Joint
- Type
- Purchase
- Amount (range)
- $250,001–$500,000
- Traded → filed
- May 18, 2021 → Jun 15, 2021
- TXN Texas Instruments IncorporatedOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- May 17, 2021 → Jun 15, 2021
- ACN Accenture plc Class A Ordinary SharesOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- May 14, 2021 → Jun 15, 2021
- MMP Magellan Midstream Partners L.P. Limited PartnershipOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- May 14, 2021 → Jun 15, 2021
- DVN Devon Energy CorporationOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Mar 31, 2021 → Apr 9, 2021
- WMB Williams Companies, Inc.Owner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Mar 29, 2021 → Apr 9, 2021
- HD Home Depot, Inc.Owner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Mar 25, 2021 → Apr 9, 2021
- MSFT Microsoft CorporationOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Mar 11, 2021 → Apr 9, 2021
- XOM Exxon Mobil CorporationOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Mar 10, 2021 → Apr 9, 2021
- ACN Accenture plc Class A Ordinary SharesOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Feb 12, 2021 → Mar 15, 2021
- MMP Magellan Midstream Partners L.P. Limited PartnershipOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Feb 12, 2021 → Mar 15, 2021
- OKE ONEOK, Inc.Owner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Feb 12, 2021 → Mar 15, 2021
- TXN Texas Instruments IncorporatedOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Feb 8, 2021 → Mar 15, 2021
- FSKR FS KKR Capital Corp. IIOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Jan 11, 2021 → Feb 17, 2021
- AIO AllianzgI Artificial Intelligence & Technology Opportunities Fund Common SharesOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Jan 11, 2021 → Feb 17, 2021
- WMB Williams Companies, Inc.Owner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Dec 28, 2020 → Jan 15, 2021
- HD Home Depot, Inc.Owner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Dec 17, 2020 → Jan 15, 2021
- XOM Exxon Mobil CorporationOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Dec 10, 2020 → Jan 15, 2021
- MSFT Microsoft CorporationOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Dec 10, 2020 → Jan 15, 2021
Current committee seats (as of Oct 3, 2026)
Seats held today, from the congress-legislators project. They are not the seats held at the time of past trades.
- House Committee on Ways and Means
Source: unitedstates/congress-legislators (committee-membership-current): seats per the congress-legislators record of Oct 3, 2026.
Coming later: trades paired with contractors’ awards. See the method.