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Official portrait of Kevin Hern

People · U.S. House

Rep. Kevin Hern

Republican · OK-1 (Oklahoma) · In office

  • Ways and Means
Disclosed trades
606

disclosed transactions: 371 stock purchases, 224 sales, 11 exchanges

House Clerkas of Oct 4

Latest filing Sep 25, 2026 · House Clerk reports 2021–2026

Trades and awards
Unavailable

Being checked: the stock-to-company links need share classes and ownership dates first.

USAspending + SEC
Campaign money
Unavailable

Not loaded yet (FEC).

FEC
Committee seats
1

current seats, as of Oct 3, 2026

congress-legislatorsas of Oct 3
Source: House Clerk PTRs · congress-legislatorsCoverage: House 2021–2026 · Members of Congress 2016–todayUpdated: Methodology →

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.

Disclosed transactions per quarter
QuarterStock purchasesStock salesExchanges, options and other
Q4 2020400
Q1 20211100
Q2 20214100
Q3 20217110
Q4 20214450
Q1 20222100
Q2 20222080
Q3 20222100
Q4 202220140
Q1 202318430
Q2 20232010
Q3 20231901
Q4 20231830
Q1 20241920
Q2 20241802
Q3 2024100
Q4 2024360
Q1 2025000
Q2 2025000
Q3 2025040
Q4 20250110
Q1 20260161
Q2 2026005
Q3 202621102

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.

Kevin Hern: disclosed stock transactions, newest filing first
Filing
KO Coca-Cola CompanyOwner: JointPurchase$1,001–$15,000Aug 31 → Sep 25View filing
CB CHUBB Limited Common StockOwner: JointPurchase$1,001–$15,000Aug 31 → Sep 25View filing
HD Home Depot, Inc.Owner: JointPurchase$1,001–$15,000Dec 12, 2024 → Jan 15, 2025View filing
XOM Exxon Mobil Corporation Common StockOwner: JointPurchase$1,001–$15,000Dec 10, 2024 → Jan 15, 2025View filing
MCD McDonald's Corporation Common StockOwner: JointPurchase$100,001–$250,000Oct 29, 2024 → Nov 15, 2024View filing
CB CHUBB Limited Common StockOwner: JointPurchase$1,001–$15,000Jul 8, 2024 → Aug 10, 2024View filing
LMT Lockheed Martin Corporation Common StockOwner: JointPurchase$1,001–$15,000Jun 28, 2024 → Jul 15, 2024View filing
DVN Devon Energy Corporation Common StockOwner: JointPurchase2 × $1,001–$15,000Jun 28, 2024 → Jul 15, 2024View filing
UNH UnitedHealth Group Incorporated Common StockOwner: JointPurchase$1,001–$15,000Jun 25, 2024 → Jul 15, 2024View filing
WMB Williams Companies, Inc.Owner: JointPurchase$1,001–$15,000Jun 24, 2024 → Jul 15, 2024View filing
LIN Linde plc - Ordinary SharesOwner: JointPurchase$1,001–$15,000Jun 21, 2024 → Jul 15, 2024View filing
AGCO AGCO Corporation Common StockOwner: JointPurchase$1,001–$15,000Jun 20, 2024 → Jul 15, 2024View filing
NEE NextEra Energy, Inc. Common StockOwner: JointPurchase$1,001–$15,000Jun 17, 2024 → Jul 15, 2024View filing
HD Home Depot, Inc.Owner: JointPurchase2 × $1,001–$15,000Jun 13, 2024 → Jul 15, 2024View filing
RTX RTX Corporation Common StockOwner: JointPurchase$1,001–$15,000Jun 13, 2024 → Jul 15, 2024View filing
EMR Emerson Electric Company Common StockOwner: JointPurchase$1,001–$15,000Jun 10, 2024 → Jul 15, 2024View filing
XOM Exxon Mobil Corporation Common StockOwner: JointPurchase2 × $1,001–$15,000Jun 10, 2024 → Jul 15, 2024View filing
ROK Rockwell Automation, Inc. Common StockOwner: JointPurchase$1,001–$15,000Jun 10, 2024 → Jul 15, 2024View filing
JNJ Johnson & Johnson Common StockOwner: JointPurchase$1,001–$15,000Jun 4, 2024 → Jul 15, 2024View filing
TXN Texas Instruments Incorporated - Common StockOwner: JointPurchase2 × $1,001–$15,000May 21, 2024 → Jun 7, 2024View filing
ACN Accenture plc Class A Ordinary SharesOwner: JointPurchase$1,001–$15,000May 17, 2024 → Jun 7, 2024View filing
MMC Marsh & McLennan Companies, Inc. Common StockOwner: JointPurchase$1,001–$15,000May 15, 2024 → Jun 7, 2024View filing
OKE ONEOK, Inc. Common StockOwner: JointPurchase2 × $1,001–$15,000May 15, 2024 → Jun 7, 2024View filing
JPM JP Morgan Chase & Co. Common StockOwner: JointPurchase$1,001–$15,000Apr 30, 2024 → May 12, 2024View filing
LMT Lockheed Martin Corporation Common StockOwner: JointPurchase$1,001–$15,000Mar 29, 2024 → Apr 12, 2024View filing
LIN Linde plc - Ordinary SharesOwner: JointPurchase$1,001–$15,000Mar 28, 2024 → Apr 12, 2024View filing
DVN Devon Energy Corporation Common StockOwner: JointPurchase$15,001–$50,000+ $1,001–$15,000Mar 28, 2024 → Apr 12, 2024View filing
WMB Williams Companies, Inc.Owner: JointPurchase$1,001–$15,000Mar 25, 2024 → Apr 12, 2024View filing
PXD Pioneer Natural Resources Company Common StockOwner: JointPurchase$1,001–$15,000Mar 22, 2024 → Apr 12, 2024View filing
HD Home Depot, Inc.Owner: JointPurchase2 × $1,001–$15,000Mar 21, 2024 → Apr 12, 2024View filing
RTX RTX Corporation Common StockOwner: JointPurchase$1,001–$15,000Mar 21, 2024 → Apr 12, 2024View filing
UNH UnitedHealth Group Incorporated Common StockOwner: JointPurchase$1,001–$15,000Mar 19, 2024 → Apr 12, 2024View filing
NEE NextEra Energy, Inc. Common StockOwner: JointPurchase$1,001–$15,000Mar 15, 2024 → Apr 12, 2024View filing
XOM Exxon Mobil Corporation Common StockOwner: JointPurchase$1,001–$15,000Mar 11, 2024 → Apr 12, 2024View filing
EMR Emerson Electric Company Common StockOwner: JointPurchase$1,001–$15,000Mar 11, 2024 → Apr 12, 2024View filing
ROK Rockwell Automation, Inc. Common StockOwner: JointPurchase$1,001–$15,000Mar 11, 2024 → Apr 12, 2024View filing
JNJ Johnson & Johnson Common StockOwner: JointPurchase$1,001–$15,000Mar 5, 2024 → Apr 12, 2024View filing
ACN Accenture plc Class A Ordinary SharesOwner: JointPurchase$1,001–$15,000Feb 20, 2024 → Mar 12, 2024View filing
MMC Marsh & McLennan Companies, Inc. Common StockOwner: JointPurchase$1,001–$15,000Feb 15, 2024 → Mar 12, 2024View filing
OKE ONEOK, Inc. Common StockOwner: JointPurchase2 × $1,001–$15,000Feb 14, 2024 → Mar 12, 2024View filing
TXN Texas Instruments Incorporated - Common StockOwner: JointPurchase2 × $1,001–$15,000Feb 13, 2024 → Mar 12, 2024View filing
JPM JP Morgan Chase & Co. Common StockOwner: JointPurchase$1,001–$15,000Jan 31, 2024 → Feb 11, 2024View filing
COST Costco Wholesale Corporation - Common StockOwner: JointPurchase$1,001–$15,000Jan 12, 2024 → Feb 11, 2024View filing
LMT Lockheed Martin CorporationOwner: JointPurchase$1,001–$15,000Dec 29, 2023 → Jan 13, 2024View filing
DVN Devon Energy CorporationOwner: JointPurchase$15,001–$50,000+ $1,001–$15,000Dec 29, 2023 → Jan 13, 2024View filing
WMB Williams Companies, Inc.Owner: JointPurchase$1,001–$15,000Dec 26, 2023 → Jan 13, 2024View filing
PXD Pioneer Natural Resources CompanyOwner: JointPurchase$1,001–$15,000Dec 22, 2023 → Jan 13, 2024View filing
LIN Linde plc - Ordinary SharesOwner: JointPurchase$1,001–$15,000Dec 18, 2023 → Jan 13, 2024View filing
NEE NextEra Energy, Inc.Owner: JointPurchase$1,001–$15,000Dec 15, 2023 → Jan 13, 2024View filing
RTX RTX CorporationOwner: JointPurchase$1,001–$15,000Dec 14, 2023 → Jan 13, 2024View filing
HD Home Depot, Inc.Owner: JointPurchase2 × $1,001–$15,000Dec 14, 2023 → Jan 13, 2024View filing
UNH UnitedHealth Group Incorporated Common StockOwner: JointPurchase$1,001–$15,000Dec 12, 2023 → Jan 13, 2024View filing
XOM Exxon Mobil CorporationOwner: JointPurchase$1,001–$15,000Dec 11, 2023 → Jan 13, 2024View filing
EMR Emerson Electric CompanyOwner: JointPurchase$1,001–$15,000Dec 11, 2023 → Jan 13, 2024View filing
ROK Rockwell Automation, Inc.Owner: JointPurchase$1,001–$15,000Dec 11, 2023 → Jan 13, 2024View filing
JNJ Johnson & JohnsonOwner: JointPurchase$1,001–$15,000Dec 5, 2023 → Jan 13, 2024View filing
ACN Accenture plc Class A Ordinary SharesOwner: JointPurchase$1,001–$15,000Nov 15, 2023 → Dec 7, 2023View filing
MMC Marsh & McLennan Companies, Inc.Owner: JointPurchase$1,001–$15,000Nov 15, 2023 → Dec 7, 2023View filing
TXN Texas Instruments IncorporatedOwner: JointPurchase2 × $1,001–$15,000Nov 14, 2023 → Dec 7, 2023View filing
OKE ONEOK, Inc.Owner: JointPurchase2 × $1,001–$15,000Nov 14, 2023 → Dec 7, 2023View filing
JPM JP Morgan Chase & Co.Owner: JointPurchase$1,001–$15,000Oct 31, 2023 → Nov 17, 2023View filing
DVN Devon Energy CorporationOwner: JointPurchase$1,001–$15,000+ $15,001–$50,000Sep 29, 2023 → Oct 13, 2023View filing
WMB Williams Companies, Inc.Owner: JointPurchase$1,001–$15,000Sep 25, 2023 → Oct 13, 2023View filing
MMP Magellan Midstream Partners L.P. Limited PartnershipOwner: JointPurchase$1,001–$15,000Sep 25, 2023 → Oct 13, 2023View filing
PXD Pioneer Natural Resources CompanyOwner: JointPurchase$1,001–$15,000Sep 21, 2023 → Oct 13, 2023View filing
UNH UnitedHealth Group Incorporated Common StockOwner: JointPurchase$1,001–$15,000Sep 19, 2023 → Oct 13, 2023View filing
LIN Linde plc Ordinary SharesOwner: JointPurchase$1,001–$15,000Sep 19, 2023 → Oct 13, 2023View filing
NEE NextEra Energy, Inc.Owner: JointPurchase$1,001–$15,000Sep 15, 2023 → Oct 13, 2023View filing
HD Home Depot, Inc.Owner: JointPurchase2 × $1,001–$15,000Sep 14, 2023 → Oct 13, 2023View filing
XOM Exxon Mobil CorporationOwner: JointPurchase$1,001–$15,000Sep 11, 2023 → Oct 13, 2023View filing
EMR Emerson Electric CompanyOwner: JointPurchase$1,001–$15,000Sep 11, 2023 → Oct 13, 2023View filing
ROK Rockwell Automation, Inc.Owner: JointPurchase$1,001–$15,000Sep 11, 2023 → Oct 13, 2023View filing
RTX RTX CorporationOwner: JointPurchase$1,001–$15,000Sep 7, 2023 → Oct 13, 2023View filing
JNJ Johnson & JohnsonOwner: JointPurchase$1,001–$15,000Sep 7, 2023 → Oct 13, 2023View filing
MMC Marsh & McLennan Companies, Inc.Owner: JointPurchase$1,001–$15,000Aug 15, 2023 → Sep 7, 2023View filing
ACN Accenture plc Class A Ordinary SharesOwner: JointPurchase$1,001–$15,000Aug 15, 2023 → Sep 7, 2023View filing
TXN Texas Instruments IncorporatedOwner: JointPurchase$1,001–$15,000Aug 15, 2023 → Sep 7, 2023View filing
OKE ONEOK, Inc.Owner: JointPurchase$1,001–$15,000Aug 14, 2023 → Sep 7, 2023View filing
MMP Magellan Midstream Partners L.P. Limited PartnershipOwner: JointPurchase$1,001–$15,000Aug 14, 2023 → Sep 7, 2023View filing
JPM JP Morgan Chase & Co.Owner: JointPurchase$1,001–$15,000Jul 31, 2023 → Aug 16, 2023View filing
DVN Devon Energy CorporationOwner: JointPurchase$15,001–$50,000+ $1,001–$15,000Jun 30, 2023 → Jul 12, 2023View filing
UNH UnitedHealth Group Incorporated Common StockOwner: JointPurchase$1,001–$15,000Jun 27, 2023 → Jul 12, 2023View filing
WMB Williams Companies, Inc.Owner: JointPurchase$1,001–$15,000Jun 26, 2023 → Jul 12, 2023View filing
LMT Lockheed Martin CorporationOwner: JointPurchase$1,001–$15,000Jun 23, 2023 → Jul 12, 2023View filing
PXD Pioneer Natural Resources CompanyOwner: JointPurchase$1,001–$15,000Jun 21, 2023 → Jul 12, 2023View filing
ARGO Argo Group International Holdings, Ltd.Owner: JointPurchase$1,001–$15,000Jun 20, 2023 → Jul 12, 2023View filing
LIN Linde plc Ordinary SharesOwner: JointPurchase$1,001–$15,000Jun 16, 2023 → Jul 12, 2023View filing
NEE NextEra Energy, Inc.Owner: JointPurchase$1,001–$15,000Jun 15, 2023 → Jul 12, 2023View filing
RTX Raytheon Technologies CorporationOwner: JointPurchase$1,001–$15,000Jun 15, 2023 → Jul 12, 2023View filing
HD Home Depot, Inc.Owner: JointPurchase2 × $1,001–$15,000Jun 15, 2023 → Jul 12, 2023View filing
ROK Rockwell Automation, Inc.Owner: JointPurchase$1,001–$15,000Jun 12, 2023 → Jul 12, 2023View filing
XOM Exxon Mobil CorporationOwner: JointPurchase$1,001–$15,000Jun 9, 2023 → Jul 12, 2023View filing
EMR Emerson Electric CompanyOwner: JointPurchase$1,001–$15,000Jun 9, 2023 → Jul 12, 2023View filing
JNJ Johnson & JohnsonOwner: JointPurchase$1,001–$15,000Jun 6, 2023 → Jul 12, 2023View filing
ACN Accenture plc Class A Ordinary SharesOwner: JointPurchase$1,001–$15,000May 17, 2023 → Jun 13, 2023View filing
TXN Texas Instruments IncorporatedOwner: JointPurchase$1,001–$15,000May 16, 2023 → Jun 13, 2023View filing
MMP Magellan Midstream Partners L.P. Limited PartnershipOwner: JointPurchase$1,001–$15,000May 15, 2023 → Jun 13, 2023View filing
OKE ONEOK, Inc.Owner: JointPurchase$1,001–$15,000May 15, 2023 → Jun 13, 2023View filing
ABB ABB LtdOwner: JointPurchase$1,001–$15,000May 11, 2023 → Jun 13, 2023View filing
JPM JP Morgan Chase & Co.Owner: JointPurchase$1,001–$15,000Apr 28, 2023 → May 11, 2023View filing
DVN Devon Energy CorporationOwner: JointPurchase$1,001–$15,000+ $15,001–$50,000Mar 31, 2023 → Apr 10, 2023View filing
LIN Linde plc Ordinary SharesOwner: JointPurchase$1,001–$15,000Mar 28, 2023 → Apr 10, 2023View filing
WMB Williams Companies, Inc.Owner: JointPurchase$1,001–$15,000Mar 27, 2023 → Apr 10, 2023View filing
LMT Lockheed Martin CorporationOwner: JointPurchase$1,001–$15,000Mar 24, 2023 → Apr 10, 2023View filing
HD Home Depot, Inc.Owner: JointPurchase2 × $1,001–$15,000Mar 23, 2023 → Apr 10, 2023View filing
RTX Raytheon Technologies CorporationOwner: JointPurchase$1,001–$15,000Mar 23, 2023 → Apr 10, 2023View filing
UNH UnitedHealth Group Incorporated Common StockOwner: JointPurchase$1,001–$15,000Mar 21, 2023 → Apr 10, 2023View filing
PXD Pioneer Natural Resources CompanyOwner: JointPurchase$1,001–$15,000Mar 17, 2023 → Apr 10, 2023View filing
NEE NextEra Energy, Inc.Owner: JointPurchase$1,001–$15,000Mar 15, 2023 → Apr 10, 2023View filing
EMR Emerson Electric CompanyOwner: JointPurchase$1,001–$15,000Mar 10, 2023 → Apr 10, 2023View filing
ROK Rockwell Automation, Inc.Owner: JointPurchase$1,001–$15,000Mar 10, 2023 → Apr 10, 2023View filing
JNJ Johnson & JohnsonOwner: JointPurchase$1,001–$15,000Mar 7, 2023 → Apr 10, 2023View filing
INTC Intel CorporationOwner: JointPurchase$1,001–$15,000Mar 1, 2023 → Apr 10, 2023View filing
ACN Accenture plc Class A Ordinary SharesOwner: JointPurchase$1,001–$15,000Feb 15, 2023 → Mar 15, 2023View filing
TXN Texas Instruments IncorporatedOwner: JointPurchase$1,001–$15,000Feb 14, 2023 → Mar 15, 2023View filing
OKE ONEOK, Inc.Owner: JointPurchase$1,001–$15,000Feb 14, 2023 → Mar 15, 2023View filing
MMP Magellan Midstream Partners L.P. Limited PartnershipOwner: JointPurchase$1,001–$15,000Feb 14, 2023 → Mar 15, 2023View filing
JPM JP Morgan Chase & Co.Owner: JointPurchase$1,001–$15,000Jan 31, 2023 → Feb 14, 2023View filing
DVN Devon Energy CorporationOwner: JointPurchase$1,001–$15,000+ $15,001–$50,000Dec 30, 2022 → Jan 13, 2023View filing
LMT Lockheed Martin CorporationOwner: JointPurchase$1,001–$15,000Dec 30, 2022 → Jan 13, 2023View filing
WMB Williams Companies, Inc.Owner: JointPurchase$1,001–$15,000Dec 26, 2022 → Jan 13, 2023View filing
RTN Raytheon CompanyOwner: JointPurchase$1,001–$15,000Dec 15, 2022 → Jan 13, 2023View filing
PXD Pioneer Natural Resources CompanyOwner: JointPurchase$1,001–$15,000+ $15,001–$50,000Dec 15, 2022 → Jan 13, 2023View filing
HD Home Depot, Inc.Owner: JointPurchase$1,001–$15,000Dec 15, 2022 → Jan 13, 2023View filing
NEE NextEra Energy, Inc.Owner: JointPurchase$1,001–$15,000Dec 15, 2022 → Jan 13, 2023View filing
UNH UnitedHealth Group Incorporated Common StockOwner: JointPurchase$1,001–$15,000Dec 13, 2022 → Jan 13, 2023View filing
ROK Rockwell Automation, Inc.Owner: JointPurchase$1,001–$15,000Dec 12, 2022 → Jan 13, 2023View filing
EMR Emerson Electric CompanyOwner: JointPurchase$1,001–$15,000Dec 9, 2022 → Jan 13, 2023View filing
XOM Exxon Mobil CorporationOwner: JointPurchase$1,001–$15,000Dec 9, 2022 → Jan 13, 2023View filing
MSFT Microsoft CorporationOwner: JointPurchase$1,001–$15,000Dec 8, 2022 → Jan 13, 2023View filing
JNJ Johnson & JohnsonOwner: JointPurchase$1,001–$15,000Dec 6, 2022 → Jan 13, 2023View filing
INTC Intel CorporationOwner: JointPurchase$1,001–$15,000Dec 1, 2022 → Jan 13, 2023View filing
ACN Accenture plc Class A Ordinary SharesOwner: JointPurchase$1,001–$15,000Nov 15, 2022 → Dec 8, 2022View filing
TXN Texas Instruments IncorporatedOwner: JointPurchase$1,001–$15,000Nov 15, 2022 → Dec 8, 2022View filing
MMP Magellan Midstream Partners L.P. Limited PartnershipOwner: JointPurchase$1,001–$15,000Nov 14, 2022 → Dec 8, 2022View filing
OKE ONEOK, Inc.Owner: JointPurchase$1,001–$15,000Nov 14, 2022 → Dec 8, 2022View filing
JPM JP Morgan Chase & Co.Owner: JointPurchase$1,001–$15,000Oct 31, 2022 → Nov 9, 2022View filing
JEPI JPMorgan Equity Premium Income ETFOwner: JointPurchase$1,001–$15,000Oct 6, 2022 → Nov 9, 2022View filing
DVN Devon Energy CorporationOwner: JointPurchase$1,001–$15,000+ $15,001–$50,000Sep 30, 2022 → Oct 10, 2022View filing
DGRO IShares Core Dividend Growth ETFOwner: JointPurchase2 × $1,001–$15,000Sep 30, 2022 → Oct 10, 2022View filing
WMB Williams Companies, Inc.Owner: JointPurchase$1,001–$15,000Sep 26, 2022 → Oct 10, 2022View filing
UNH UnitedHealth Group Incorporated Common StockOwner: JointPurchase$1,001–$15,000Sep 20, 2022 → Oct 10, 2022View filing
PXD Pioneer Natural Resources CompanyOwner: JointPurchase$15,001–$50,000+ $1,001–$15,000Sep 16, 2022 → Oct 10, 2022View filing
HD Home Depot, Inc.Owner: JointPurchase$1,001–$15,000Sep 15, 2022 → Oct 10, 2022View filing
NEE NextEra Energy, Inc.Owner: JointPurchase$1,001–$15,000Sep 15, 2022 → Oct 10, 2022View filing
ROK Rockwell Automation, Inc.Owner: JointPurchase$1,001–$15,000Sep 12, 2022 → Oct 10, 2022View filing
XOM Exxon Mobil CorporationOwner: JointPurchase$1,001–$15,000Sep 9, 2022 → Oct 10, 2022View filing
EMR Emerson Electric CompanyOwner: JointPurchase$1,001–$15,000Sep 9, 2022 → Oct 10, 2022View filing
JEPI JPMorgan Equity Premium Income ETFOwner: JointPurchase$1,001–$15,000Sep 7, 2022 → Oct 10, 2022View filing
ASML ASML Holding N.V. - New York Registry SharesOwner: JointPurchase$50,001–$100,000Aug 25, 2022 → Sep 15, 2022View filing
PTC PTC Inc.Owner: JointPurchase$15,001–$50,000Aug 25, 2022 → Sep 15, 2022View filing
CDNS Cadence Design Systems, Inc.Owner: JointPurchase$15,001–$50,000Aug 18, 2022 → Sep 15, 2022View filing
CTRA Coterra Energy Inc.Owner: JointPurchase$15,001–$50,000Aug 17, 2022 → Sep 15, 2022View filing
TXN Texas Instruments IncorporatedOwner: JointPurchase$1,001–$15,000Aug 16, 2022 → Sep 15, 2022View filing
OKE ONEOK, Inc.Owner: JointPurchase$1,001–$15,000Aug 15, 2022 → Sep 15, 2022View filing
ACN Accenture plc Class A Ordinary SharesOwner: JointPurchase$1,001–$15,000Aug 15, 2022 → Sep 15, 2022View filing
MMP Magellan Midstream Partners L.P. Limited PartnershipOwner: JointPurchase$1,001–$15,000Aug 12, 2022 → Sep 15, 2022View filing
JPM JP Morgan Chase & Co.Owner: JointPurchase$1,001–$15,000Jul 31, 2022 → Aug 15, 2022View filing
TIP IShares TIPS Bond ETFOwner: JointPurchase$1,001–$15,000Jul 8, 2022 → Aug 15, 2022View filing
DVN Devon Energy CorporationOwner: JointPurchase$1,001–$15,000+ $15,001–$50,000Jun 30, 2022 → Jul 15, 2022View filing
WMB Williams Companies, Inc.Owner: JointPurchase$1,001–$15,000Jun 27, 2022 → Jul 15, 2022View filing
LMT Lockheed Martin CorporationOwner: JointPurchase$1,001–$15,000Jun 24, 2022 → Jul 15, 2022View filing
AGCO AGCO CorporationOwner: JointPurchase$1,001–$15,000Jun 21, 2022 → Jul 15, 2022View filing
RTX Raytheon Technologies CorporationOwner: JointPurchase$1,001–$15,000Jun 16, 2022 → Jul 15, 2022View filing
HD Home Depot, Inc.Owner: JointPurchase$1,001–$15,000Jun 16, 2022 → Jul 15, 2022View filing
NEE NextEra Energy, Inc.Owner: JointPurchase$1,001–$15,000Jun 15, 2022 → Jul 15, 2022View filing
PXD Pioneer Natural Resources CompanyOwner: JointPurchase$15,001–$50,000+ $1,001–$15,000Jun 14, 2022 → Jul 15, 2022View filing
EMR Emerson Electric CompanyOwner: JointPurchase$1,001–$15,000Jun 10, 2022 → Jul 15, 2022View filing
XOM Exxon Mobil CorporationOwner: JointPurchase$1,001–$15,000Jun 10, 2022 → Jul 15, 2022View filing
ROK Rockwell Automation, Inc.Owner: JointPurchase$1,001–$15,000Jun 10, 2022 → Jul 15, 2022View filing
MSFT Microsoft CorporationOwner: JointPurchase$1,001–$15,000Jun 9, 2022 → Jul 15, 2022View filing
JNJ Johnson & JohnsonOwner: JointPurchase$1,001–$15,000Jun 7, 2022 → Jul 15, 2022View filing
INTC Intel CorporationOwner: JointPurchase$1,001–$15,000Jun 1, 2022 → Jul 15, 2022View filing
TXN Texas Instruments IncorporatedOwner: JointPurchase$1,001–$15,000May 17, 2022 → Jun 14, 2022View filing
OKE ONEOK, Inc.Owner: JointPurchase$1,001–$15,000May 16, 2022 → Jun 14, 2022View filing
MMP Magellan Midstream Partners L.P. Limited PartnershipOwner: JointPurchase$1,001–$15,000May 13, 2022 → Jun 14, 2022View filing
ACN Accenture plc Class A Ordinary SharesOwner: JointPurchase$1,001–$15,000May 13, 2022 → Jun 14, 2022View filing
ABB ABB LtdOwner: JointPurchase$1,001–$15,000May 11, 2022 → Jun 14, 2022View filing
JPM JP Morgan Chase & Co.Owner: JointPurchase$1,001–$15,000Apr 30, 2022 → May 12, 2022View filing
DVN Devon Energy CorporationOwner: JointPurchase$15,001–$50,000+ $1,001–$15,000Mar 31, 2022 → Apr 12, 2022View filing
WMB Williams Companies, Inc.Owner: JointPurchase$1,001–$15,000Mar 28, 2022 → Apr 12, 2022View filing
LMT Lockheed Martin CorporationOwner: JointPurchase$1,001–$15,000Mar 25, 2022 → Apr 12, 2022View filing
HD Home Depot, Inc.Owner: JointPurchase$1,001–$15,000Mar 24, 2022 → Apr 12, 2022View filing
RTX Raytheon Technologies CorporationOwner: JointPurchase$1,001–$15,000Mar 24, 2022 → Apr 12, 2022View filing
UNH UnitedHealth Group Incorporated Common StockOwner: JointPurchase$1,001–$15,000Mar 22, 2022 → Apr 12, 2022View filing
NEE NextEra Energy, Inc.Owner: JointPurchase$1,001–$15,000Mar 15, 2022 → Apr 12, 2022View filing
PXD Pioneer Natural Resources CompanyOwner: JointPurchase3 × $1,001–$15,000Mar 14, 2022 → Apr 12, 2022View filing
HON Honeywell International Inc.Owner: JointPurchase$1,001–$15,000Mar 11, 2022 → Apr 12, 2022View filing
ROK Rockwell Automation, Inc.Owner: JointPurchase$1,001–$15,000Mar 10, 2022 → Apr 12, 2022View filing
XOM Exxon Mobil CorporationOwner: JointPurchase$1,001–$15,000Mar 10, 2022 → Apr 12, 2022View filing
MSFT Microsoft CorporationOwner: JointPurchase$1,001–$15,000Mar 10, 2022 → Apr 12, 2022View filing
EMR Emerson Electric CompanyOwner: JointPurchase$1,001–$15,000Mar 10, 2022 → Apr 12, 2022View filing
JNJ Johnson & JohnsonOwner: JointPurchase$1,001–$15,000Mar 8, 2022 → Apr 12, 2022View filing
INTC Intel CorporationOwner: JointPurchase$1,001–$15,000Mar 1, 2022 → Apr 12, 2022View filing
ACN Accenture plc Class A Ordinary SharesOwner: JointPurchase$1,001–$15,000Feb 15, 2022 → Mar 7, 2022View filing
MMP Magellan Midstream Partners L.P. Limited PartnershipOwner: JointPurchase$1,001–$15,000Feb 14, 2022 → Mar 7, 2022View filing
OKE ONEOK, Inc.Owner: JointPurchase$1,001–$15,000Feb 14, 2022 → Mar 7, 2022View filing
TXN Texas Instruments IncorporatedOwner: JointPurchase$1,001–$15,000Feb 7, 2022 → Mar 7, 2022View filing
JPM JP Morgan Chase & Co.Owner: JointPurchase$1,001–$15,000Jan 31, 2022 → Feb 2, 2022View filing
PXD Pioneer Natural Resources CompanyOwner: JointPurchase$1,001–$15,000Jan 14, 2022 → Feb 2, 2022View filing
DVN Devon Energy CorporationOwner: JointPurchase$15,001–$50,000+ $1,001–$15,000Dec 30, 2021 → Jan 11, 2022View filing
WMB Williams Companies, Inc.Owner: JointPurchase$1,001–$15,000Dec 27, 2021 → Jan 11, 2022View filing
LMT Lockheed Martin CorporationOwner: JointPurchase$1,001–$15,000Dec 27, 2021 → Jan 11, 2022View filing
RTX Raytheon Technologies CorporationOwner: JointPurchase$1,001–$15,000Dec 16, 2021 → Jan 11, 2022View filing
HD Home Depot, Inc.Owner: JointPurchase$1,001–$15,000Dec 16, 2021 → Jan 11, 2022View filing
NEE NextEra Energy, Inc.Owner: JointPurchase$1,001–$15,000Dec 15, 2021 → Jan 11, 2022View filing
PXD Pioneer Natural Resources CompanyOwner: JointPurchase2 × $1,001–$15,000Dec 14, 2021 → Jan 11, 2022View filing
UNH UnitedHealth group Incorporated Common StockOwner: JointPurchase$1,001–$15,000Dec 14, 2021 → Jan 11, 2022View filing
XOM Exxon Mobil CorporationOwner: JointPurchase$1,001–$15,000Dec 10, 2021 → Jan 11, 2022View filing
EMR Emerson Electric CompanyOwner: JointPurchase$1,001–$15,000Dec 10, 2021 → Jan 11, 2022View filing
ROK Rockwell Automation, Inc.Owner: JointPurchase$1,001–$15,000Dec 10, 2021 → Jan 11, 2022View filing
MSFT Microsoft CorporationOwner: JointPurchase$1,001–$15,000Dec 9, 2021 → Jan 11, 2022View filing
JNJ Johnson & JohnsonOwner: JointPurchase$1,001–$15,000Dec 7, 2021 → Jan 11, 2022View filing
HON Honeywell International Inc.Owner: JointPurchase$1,001–$15,000Dec 3, 2021 → Jan 11, 2022View filing
TJX TJX Companies, Inc.Owner: JointPurchase$15,001–$50,000Nov 26, 2021 → Dec 9, 2021View filing
HLT Hilton Worldwide Holdings Inc.Owner: JointPurchase$50,001–$100,000Nov 26, 2021 → Dec 9, 2021View filing
ABB ABB LtdOwner: JointPurchase$50,001–$100,000Nov 26, 2021 → Dec 9, 2021View filing
AGCO AGCO CorporationOwner: JointPurchase$50,001–$100,000Nov 26, 2021 → Dec 9, 2021View filing
BLL Ball CorporationOwner: JointPurchase$50,001–$100,000Nov 26, 2021 → Dec 9, 2021View filing
INTC Intel CorporationOwner: JointPurchase$15,001–$50,000Nov 26, 2021 → Dec 9, 2021View filing
FTEC Fidelity MSCI Information Technology Index ETFOwner: JointPurchase$100,001–$250,000Nov 26, 2021 → Dec 9, 2021View filing
PH Parker-Hannifin CorporationOwner: JointPurchase$15,001–$50,000Nov 26, 2021 → Dec 9, 2021View filing
ACN Accenture plc Class A Ordinary SharesOwner: JointPurchase$1,001–$15,000Nov 26, 2021 → Dec 9, 2021View filing
ARCB ArcBest CorporationOwner: JointPurchase$50,001–$100,000Nov 26, 2021 → Dec 9, 2021View filing
DRE Duke Realty CorporationOwner: JointPurchase$50,001–$100,000Nov 26, 2021 → Dec 9, 2021View filing
PWR Quanta Services, Inc.Owner: JointPurchase$50,001–$100,000Nov 26, 2021 → Dec 9, 2021View filing
CR Crane Co.Owner: JointPurchase$15,001–$50,000Nov 26, 2021 → Dec 9, 2021View filing
FDIS Fidelity MSCI Consumer Discretionary Index ETFOwner: JointPurchase$50,001–$100,000Nov 26, 2021 → Dec 9, 2021View filing
TXN Texas Instruments IncorporatedOwner: JointPurchase$1,001–$15,000Nov 15, 2021 → Dec 9, 2021View filing
OKE ONEOK, Inc.Owner: JointPurchase$1,001–$15,000Nov 15, 2021 → Dec 9, 2021View filing
MMP Magellan Midstream Partners L.P. Limited PartnershipOwner: JointPurchase$1,001–$15,000Nov 12, 2021 → Dec 9, 2021View filing
TIP IShares TIPS Bond ETFOwner: JointPurchase$1,001–$15,000Nov 5, 2021 → Dec 9, 2021View filing
JPM JP Morgan Chase & Co.Owner: JointPurchase$1,001–$15,000Oct 29, 2021 → Nov 5, 2021View filing
BLK BlackRock, Inc.Owner: JointPurchase$15,001–$50,000Oct 20, 2021 → Nov 5, 2021View filing
PXD Pioneer Natural Resources gfedc CompanyOwner: JointPurchase$100,001–$250,000Oct 20, 2021 → Nov 5, 2021View filing
FMAT Fidelity MSCI Materials Index ETFOwner: JointPurchase$15,001–$50,000Oct 20, 2021 → Nov 5, 2021View filing
ORLY O'Reilly Automotive, Inc.Owner: JointPurchase$15,001–$50,000Oct 20, 2021 → Nov 5, 2021View filing
V Visa Inc.Owner: JointPurchase$50,001–$100,000Oct 20, 2021 → Nov 5, 2021View filing
CVX Chevron CorporationOwner: JointPurchase$50,001–$100,000Oct 20, 2021 → Nov 5, 2021View filing
ITW Illinois Tool Works Inc.Owner: JointPurchase$15,001–$50,000Oct 20, 2021 → Nov 5, 2021View filing
LMT Lockheed Martin CorporationOwner: JointPurchase$50,001–$100,000Oct 20, 2021 → Nov 5, 2021View filing
PXD Pioneer Natural Resources CompanyOwner: JointPurchase$1,001–$15,000Oct 14, 2021 → Nov 5, 2021View filing
TIP IShares TIPS bond ETFOwner: JointPurchase2 × $1,001–$15,000Oct 7, 2021 → Nov 5, 2021View filing
DIAL Columbia Diversified Fixed Income Allocation ETFOwner: JointPurchase$1,001–$15,000Oct 6, 2021 → Nov 5, 2021View filing
DVN Devon Energy CorporationOwner: JointPurchase2 × $1,001–$15,000Sep 30, 2021 → Oct 7, 2021View filing
DGRO IShares Core Dividend growth ETFOwner: JointPurchase2 × $1,001–$15,000Sep 30, 2021 → Oct 7, 2021View filing
WMB Williams Companies, Inc.Owner: JointPurchase$1,001–$15,000Sep 27, 2021 → Oct 7, 2021View filing
ACN Accenture plc Class A Ordinary SharesOwner: JointPurchase$100,001–$250,000Sep 23, 2021 → Oct 7, 2021View filing
UNH UnitedHealth group Incorporated Common StockOwner: JointPurchase$250,001–$500,000Sep 23, 2021 → Oct 7, 2021View filing
MDT Medtronic plc. Ordinary SharesOwner: JointPurchase$100,001–$250,000Sep 23, 2021 → Oct 7, 2021View filing
RTX Raytheon Technologies CorporationOwner: JointPurchase$250,001–$500,000Sep 23, 2021 → Oct 7, 2021View filing
PXD Pioneer Natural Resources CompanyOwner: JointPurchase$1,001–$15,000Sep 17, 2021 → Oct 7, 2021View filing
HD Home Depot, Inc.Owner: JointPurchase$1,001–$15,000Sep 16, 2021 → Oct 7, 2021View filing
NEE NextEra Energy, Inc.Owner: JointPurchase$1,001–$15,000Sep 15, 2021 → Oct 7, 2021View filing
ROK Rockwell Automation, Inc.Owner: JointPurchase$1,001–$15,000Sep 10, 2021 → Oct 7, 2021View filing
EMR Emerson Electric CompanyOwner: JointPurchase$1,001–$15,000Sep 10, 2021 → Oct 7, 2021View filing
MSFT Microsoft CorporationOwner: JointPurchase$1,001–$15,000Sep 9, 2021 → Oct 7, 2021View filing
TIP IShares TIPS bond ETFOwner: JointPurchase2 × $1,001–$15,000Sep 8, 2021 → Oct 7, 2021View filing
JNJ Johnson & JohnsonOwner: JointPurchase$1,001–$15,000Sep 7, 2021 → Oct 7, 2021View filing
DIAL Columbia Diversified Fixed Income Allocation ETFOwner: JointPurchase$1,001–$15,000Sep 7, 2021 → Oct 7, 2021View filing
HON Honeywell International Inc.Owner: JointPurchase$1,001–$15,000Sep 3, 2021 → Oct 7, 2021View filing
ICLR ICON plc - Ordinary SharesOwner: JointPurchase$15,001–$50,000Sep 2, 2021 → Oct 7, 2021View filing
PRGS Progress Software CorporationOwner: JointPurchase$15,001–$50,000+ $1,001–$15,000Sep 2, 2021 → Oct 7, 2021View filing
RTX Raytheon Technologies CorporationOwner: JointPurchase$50,001–$100,000Sep 2, 2021 → Oct 7, 2021View filing
INTC Intel CorporationOwner: JointPurchase$50,001–$100,000Sep 2, 2021 → Oct 7, 2021View filing
UNH UnitedHealth group Incorporated Common StockOwner: JointPurchase$50,001–$100,000Sep 2, 2021 → Oct 7, 2021View filing
CDNS Cadence Design Systems, Inc.Owner: JointPurchase$15,001–$50,000Sep 2, 2021 → Oct 7, 2021View filing
XOM Exxon Mobil CorporationOwner: JointPurchase$1,001–$15,000Sep 2, 2021 → Oct 7, 2021View filing
JNJ Johnson & JohnsonOwner: JointPurchase$50,001–$100,000Sep 2, 2021 → Oct 7, 2021View filing
IQV IQVIA Holdings, Inc.Owner: JointPurchase$15,001–$50,000Sep 2, 2021 → Oct 7, 2021View filing
TXN Texas Instruments IncorporatedOwner: JointPurchase$250,001–$500,000Aug 25, 2021 → Sep 15, 2021View filing
COST Costco Wholesale CorporationOwner: JointPurchase$250,001–$500,000Aug 25, 2021 → Sep 15, 2021View filing
LMT Lockheed Martin CorporationOwner: JointPurchase$100,001–$250,000Aug 25, 2021 → Sep 15, 2021View filing
CB CHUBB limitedOwner: JointPurchase$100,001–$250,000Aug 25, 2021 → Sep 15, 2021View filing
AHCO AdaptHealth Corp.Owner: JointPurchase$100,001–$250,000Aug 25, 2021 → Sep 15, 2021View filing
OKE ONEOK, Inc.Owner: JointPurchase$1,001–$15,000Aug 16, 2021 → Sep 15, 2021View filing
MMC Marsh & Mclennan Companies, Inc.Owner: JointPurchase$100,001–$250,000Aug 16, 2021 → Sep 15, 2021View filing
MMP Magellan Midstream Partners l.P. limited PartnershipOwner: JointPurchase$1,001–$15,000Aug 13, 2021 → Sep 15, 2021View filing
ACN Accenture plc Class A Ordinary SharesOwner: JointPurchase$1,001–$15,000Aug 13, 2021 → Sep 15, 2021View filing
TXN Texas Instruments IncorporatedOwner: JointPurchase$1,001–$15,000Aug 9, 2021 → Sep 15, 2021View filing
TIP IShares TIPS bond ETFOwner: JointPurchase2 × $1,001–$15,000Aug 6, 2021 → Sep 15, 2021View filing
DIAL Columbia Diversified Fixed Income Allocation ETFOwner: JointPurchase$1,001–$15,000Aug 5, 2021 → Sep 15, 2021View filing
JPM JP Morgan Chase & Co.Owner: JointPurchase$1,001–$15,000Jul 31, 2021 → Sep 15, 2021View filing
SPY SPDR S&P 500Owner: JointPurchase$500,001–$1,000,000Jul 30, 2021 → Sep 15, 2021View filing
JEPI JPMorgan Equity Premium Income ETFOwner: JointPurchase$100,001–$250,000Jul 30, 2021 → Sep 15, 2021View filing
FHLC Fidelity MSCI Health Care Index ETFOwner: JointPurchase$50,001–$100,000Jul 30, 2021 → Sep 15, 2021View filing
GOOGL Alphabet Inc. - Class AOwner: JointPurchase$100,001–$250,000Jul 30, 2021 → Sep 15, 2021View filing
TIP IShares TIPS bond ETFOwner: JointPurchase$250,001–$500,000Jul 30, 2021 → Sep 15, 2021View filing
AMZN Amazon.com, Inc.Owner: JointPurchase$50,001–$100,000Jul 30, 2021 → Sep 15, 2021View filing
NEE NextEra Energy, Inc.Owner: JointPurchase$50,001–$100,000Jul 30, 2021 → Sep 15, 2021View filing
FDRR Fidelity Dividend ETF for Rising RatesOwner: JointPurchase$50,001–$100,000Jul 30, 2021 → Sep 15, 2021View filing
PTC PTC Inc.Owner: JointPurchase$15,001–$50,000Jul 21, 2021 → Sep 15, 2021View filing
TMO Thermo Fisher Scientific IncOwner: JointPurchase$50,001–$100,000Jul 21, 2021 → Sep 15, 2021View filing
ADBE Adobe Inc.Owner: JointPurchase$50,001–$100,000Jul 21, 2021 → Sep 15, 2021View filing
TXN Texas Instruments IncorporatedOwner: JointPurchase$100,001–$250,000Jul 21, 2021 → Sep 15, 2021View filing
ROK Rockwell Automation, Inc.Owner: JointPurchase$50,001–$100,000Jul 21, 2021 → Sep 15, 2021View filing
BSX Boston Scientific CorporationOwner: JointPurchase$15,001–$50,000Jul 21, 2021 → Sep 15, 2021View filing
MSFT Microsoft CorporationOwner: JointPurchase$100,001–$250,000Jul 21, 2021 → Sep 15, 2021View filing
PXD Pioneer Natural Resources CompanyOwner: JointPurchase$1,001–$15,000Jul 14, 2021 → Sep 15, 2021View filing
TIP IShares TIPS bond ETFOwner: JointPurchase$1,001–$15,000Jul 8, 2021 → Sep 15, 2021View filing
DIAL Columbia Diversified Fixed Income Allocation ETFOwner: JointPurchase$1,001–$15,000Jul 7, 2021 → Sep 15, 2021View filing
TROW T. Rowe Price group, Inc.Owner: JointPurchase$1,001–$15,000Jul 7, 2021 → Sep 15, 2021View filing
DXCM DexCom, Inc.Owner: JointPurchase$100,001–$250,000Jul 1, 2021 → Sep 15, 2021View filing
HD Home Depot, Inc.Owner: JointPurchase$100,001–$250,000Jul 1, 2021 → Sep 15, 2021View filing
FQAL Fidelity Quality Factor ETFOwner: JointPurchase$100,001–$250,000Jul 1, 2021 → Sep 15, 2021View filing
DGRO IShares Core Dividend growth ETFOwner: JointPurchase$250,001–$500,000Jul 1, 2021 → Sep 15, 2021View filing
DHR Danaher CorporationOwner: JointPurchase$50,001–$100,000Jul 1, 2021 → Sep 15, 2021View filing
BSX Boston Scientific CorporationOwner: JointPurchase$100,001–$250,000Jul 1, 2021 → Sep 15, 2021View filing
ITW Illinois Tool Works Inc.Owner: JointPurchase$50,001–$100,000Jul 1, 2021 → Sep 15, 2021View filing
EMR Emerson Electric CompanyOwner: JointPurchase$50,001–$100,000Jul 1, 2021 → Sep 15, 2021View filing
LIN Linde plc Ordinary ShareOwner: JointPurchase$15,001–$50,000Jul 1, 2021 → Sep 15, 2021View filing
MDT Medtronic plc. Ordinary SharesOwner: JointPurchase$15,001–$50,000Jul 1, 2021 → Sep 15, 2021View filing
ETV Eaton Vance Corporation Eaton Vance Tax-Managed buy-Write Opportunities Fund Common Shares of beneficial InterestOwner: JointPurchase$15,001–$50,000Jul 1, 2021 → Sep 15, 2021View filing
JPM JP Morgan Chase & Co.Owner: JointPurchase$50,001–$100,000Jul 1, 2021 → Sep 15, 2021View filing
VUZI Vuzix CorporationOwner: JointPurchase$50,001–$100,000Jul 1, 2021 → Sep 15, 2021View filing
DVN Devon Energy CorporationOwner: JointPurchase$1,001–$15,000Jun 30, 2021 → Jul 14, 2021View filing
WMB Williams Companies, Inc.Owner: JointPurchase$1,001–$15,000Jun 28, 2021 → Jul 14, 2021View filing
MSFT Microsoft CorporationOwner: JointPurchase$250,001–$500,000+ $100,001–$250,000Jun 25, 2021 → Jul 14, 2021View filing
ACN Accenture plc Class A Ordinary SharesOwner: JointPurchase$100,001–$250,000Jun 25, 2021 → Jul 14, 2021View filing
MASI Masimo CorporationOwner: JointPurchase$100,001–$250,000+ $15,001–$50,000Jun 25, 2021 → Jul 14, 2021View filing
PSX Phillips 66Owner: JointPurchase$15,001–$50,000Jun 25, 2021 → Jul 14, 2021View filing
LIN Linde plc Ordinary ShareOwner: JointPurchase$100,001–$250,000Jun 25, 2021 → Jul 14, 2021View filing
ASXC Asensus Surgical, Inc.Owner: JointPurchase$100,001–$250,000Jun 25, 2021 → Jul 14, 2021View filing
JNJ Johnson & JohnsonOwner: JointPurchase$250,001–$500,000Jun 25, 2021 → Jul 14, 2021View filing
JPM JP Morgan Chase & Co.Owner: JointPurchase$250,001–$500,000Jun 25, 2021 → Jul 14, 2021View filing
HON Honeywell International Inc.Owner: JointPurchase$50,001–$100,000Jun 25, 2021 → Jul 14, 2021View filing
HD Home Depot, Inc.Owner: JointPurchase$1,001–$15,000Jun 17, 2021 → Jul 14, 2021View filing
NEE NextEra Energy, Inc.Owner: JointPurchase$1,001–$15,000Jun 15, 2021 → Jul 14, 2021View filing
MSFT Microsoft CorporationOwner: JointPurchase$1,001–$15,000Jun 10, 2021 → Jul 14, 2021View filing
XOM Exxon Mobil CorporationOwner: JointPurchase$1,001–$15,000Jun 10, 2021 → Jul 14, 2021View filing
PXD Pioneer Natural Resources CompanyOwner: JointPurchase$500,001–$1,000,000Jun 9, 2021 → Jul 14, 2021View filing
CDNS Cadence Design Systems, Inc.Owner: JointPurchase$100,001–$250,000May 26, 2021 → Jun 15, 2021View filing
PRGS Progress Software CorporationOwner: JointPurchase$50,001–$100,000May 26, 2021 → Jun 15, 2021View filing
OKE ONEOK, Inc.Owner: JointPurchase$1,001–$15,000May 26, 2021 → Jun 15, 2021View filing
PTC PTC Inc.Owner: JointPurchase$50,001–$100,000May 26, 2021 → Jun 15, 2021View filing
MTBC CareCloud, Inc.Owner: ChildPurchase3 × $1,001–$15,000May 20, 2021 → Jun 15, 2021View filing
ADBE Adobe Inc.Owner: JointPurchase$250,001–$500,000May 20, 2021 → Jun 15, 2021View filing
IQV IQVIA Holdings, Inc.Owner: ChildPurchase3 × $1,001–$15,000May 20, 2021 → Jun 15, 2021View filing
EXAS Exact Sciences CorporationOwner: ChildPurchase3 × $1,001–$15,000May 20, 2021 → Jun 15, 2021View filing
EXAS Exact Sciences CorporationOwner: JointPurchase$50,001–$100,000May 20, 2021 → Jun 15, 2021View filing
VUZI Vuzix CorporationOwner: ChildPurchase3 × $1,001–$15,000May 20, 2021 → Jun 15, 2021View filing
BSX Boston Scientific CorporationOwner: ChildPurchase3 × $1,001–$15,000May 20, 2021 → Jun 15, 2021View filing
MTBC CareCloud, Inc.Owner: JointPurchase$15,001–$50,000May 20, 2021 → Jun 15, 2021View filing
AHCO AdaptHealth Corp. - Class AOwner: ChildPurchase3 × $1,001–$15,000May 20, 2021 → Jun 15, 2021View filing
ORLY O'Reilly Automotive, Inc.Owner: JointPurchase$100,001–$250,000May 18, 2021 → Jun 15, 2021View filing
FCX Freeport-McMoRan, Inc.Owner: JointPurchase$100,001–$250,000May 18, 2021 → Jun 15, 2021View filing
EMR Emerson Electric CompanyOwner: JointPurchase$250,001–$500,000May 18, 2021 → Jun 15, 2021View filing
HON Honeywell International Inc.Owner: JointPurchase$250,001–$500,000May 18, 2021 → Jun 15, 2021View filing
IQV IQVIA Holdings, Inc.Owner: JointPurchase$100,001–$250,000May 18, 2021 → Jun 15, 2021View filing
ICLR ICON plc - Ordinary Shares gfedcOwner: JointPurchase$100,001–$250,000May 18, 2021 → Jun 15, 2021View filing
VUZI Vuzix CorporationOwner: JointPurchase$15,001–$50,000May 18, 2021 → Jun 15, 2021View filing
NEE NextEra Energy, Inc.Owner: JointPurchase$250,001–$500,000May 18, 2021 → Jun 15, 2021View filing
ROK Rockwell Automation, Inc.Owner: JointPurchase$250,001–$500,000May 18, 2021 → Jun 15, 2021View filing
TXN Texas Instruments IncorporatedOwner: JointPurchase$1,001–$15,000May 17, 2021 → Jun 15, 2021View filing
ACN Accenture plc Class A Ordinary SharesOwner: JointPurchase$1,001–$15,000May 14, 2021 → Jun 15, 2021View filing
MMP Magellan Midstream Partners L.P. Limited PartnershipOwner: JointPurchase$1,001–$15,000May 14, 2021 → Jun 15, 2021View filing
DVN Devon Energy CorporationOwner: JointPurchase$1,001–$15,000Mar 31, 2021 → Apr 9, 2021View filing
WMB Williams Companies, Inc.Owner: JointPurchase$1,001–$15,000Mar 29, 2021 → Apr 9, 2021View filing
HD Home Depot, Inc.Owner: JointPurchase$1,001–$15,000Mar 25, 2021 → Apr 9, 2021View filing
MSFT Microsoft CorporationOwner: JointPurchase$1,001–$15,000Mar 11, 2021 → Apr 9, 2021View filing
XOM Exxon Mobil CorporationOwner: JointPurchase$1,001–$15,000Mar 10, 2021 → Apr 9, 2021View filing
ACN Accenture plc Class A Ordinary SharesOwner: JointPurchase$1,001–$15,000Feb 12, 2021 → Mar 15, 2021View filing
MMP Magellan Midstream Partners L.P. Limited PartnershipOwner: JointPurchase$1,001–$15,000Feb 12, 2021 → Mar 15, 2021View filing
OKE ONEOK, Inc.Owner: JointPurchase$1,001–$15,000Feb 12, 2021 → Mar 15, 2021View filing
TXN Texas Instruments IncorporatedOwner: JointPurchase$1,001–$15,000Feb 8, 2021 → Mar 15, 2021View filing
FSKR FS KKR Capital Corp. IIOwner: JointPurchase$1,001–$15,000Jan 11, 2021 → Feb 17, 2021View filing
AIO AllianzgI Artificial Intelligence & Technology Opportunities Fund Common SharesOwner: JointPurchase$1,001–$15,000Jan 11, 2021 → Feb 17, 2021View filing
WMB Williams Companies, Inc.Owner: JointPurchase$1,001–$15,000Dec 28, 2020 → Jan 15, 2021View filing
HD Home Depot, Inc.Owner: JointPurchase$1,001–$15,000Dec 17, 2020 → Jan 15, 2021View filing
XOM Exxon Mobil CorporationOwner: JointPurchase$1,001–$15,000Dec 10, 2020 → Jan 15, 2021View filing
MSFT Microsoft CorporationOwner: JointPurchase$1,001–$15,000Dec 10, 2020 → Jan 15, 2021View filing

Kevin Hern: disclosed stock transactions, newest filing first

  • KO Coca-Cola CompanyOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Aug 31 → Sep 25
    View filing
  • CB CHUBB Limited Common StockOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Aug 31 → Sep 25
    View filing
  • HD Home Depot, Inc.Owner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Dec 12, 2024 → Jan 15, 2025
    View filing
  • XOM Exxon Mobil Corporation Common StockOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Dec 10, 2024 → Jan 15, 2025
    View filing
  • MCD McDonald's Corporation Common StockOwner: Joint
    Type
    Purchase
    Amount (range)
    $100,001–$250,000
    Traded → filed
    Oct 29, 2024 → Nov 15, 2024
    View filing
  • CB CHUBB Limited Common StockOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Jul 8, 2024 → Aug 10, 2024
    View filing
  • LMT Lockheed Martin Corporation Common StockOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Jun 28, 2024 → Jul 15, 2024
    View filing
  • DVN Devon Energy Corporation Common StockOwner: Joint
    Type
    Purchase
    Amount (range)
    2 × $1,001–$15,000
    Traded → filed
    Jun 28, 2024 → Jul 15, 2024
    View filing
  • UNH UnitedHealth Group Incorporated Common StockOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Jun 25, 2024 → Jul 15, 2024
    View filing
  • WMB Williams Companies, Inc.Owner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Jun 24, 2024 → Jul 15, 2024
    View filing
  • LIN Linde plc - Ordinary SharesOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Jun 21, 2024 → Jul 15, 2024
    View filing
  • AGCO AGCO Corporation Common StockOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Jun 20, 2024 → Jul 15, 2024
    View filing
  • NEE NextEra Energy, Inc. Common StockOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Jun 17, 2024 → Jul 15, 2024
    View filing
  • HD Home Depot, Inc.Owner: Joint
    Type
    Purchase
    Amount (range)
    2 × $1,001–$15,000
    Traded → filed
    Jun 13, 2024 → Jul 15, 2024
    View filing
  • RTX RTX Corporation Common StockOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Jun 13, 2024 → Jul 15, 2024
    View filing
  • EMR Emerson Electric Company Common StockOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Jun 10, 2024 → Jul 15, 2024
    View filing
  • XOM Exxon Mobil Corporation Common StockOwner: Joint
    Type
    Purchase
    Amount (range)
    2 × $1,001–$15,000
    Traded → filed
    Jun 10, 2024 → Jul 15, 2024
    View filing
  • ROK Rockwell Automation, Inc. Common StockOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Jun 10, 2024 → Jul 15, 2024
    View filing
  • JNJ Johnson & Johnson Common StockOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Jun 4, 2024 → Jul 15, 2024
    View filing
  • TXN Texas Instruments Incorporated - Common StockOwner: Joint
    Type
    Purchase
    Amount (range)
    2 × $1,001–$15,000
    Traded → filed
    May 21, 2024 → Jun 7, 2024
    View filing
  • ACN Accenture plc Class A Ordinary SharesOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    May 17, 2024 → Jun 7, 2024
    View filing
  • MMC Marsh & McLennan Companies, Inc. Common StockOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    May 15, 2024 → Jun 7, 2024
    View filing
  • OKE ONEOK, Inc. Common StockOwner: Joint
    Type
    Purchase
    Amount (range)
    2 × $1,001–$15,000
    Traded → filed
    May 15, 2024 → Jun 7, 2024
    View filing
  • JPM JP Morgan Chase & Co. Common StockOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Apr 30, 2024 → May 12, 2024
    View filing
  • LMT Lockheed Martin Corporation Common StockOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Mar 29, 2024 → Apr 12, 2024
    View filing
  • LIN Linde plc - Ordinary SharesOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Mar 28, 2024 → Apr 12, 2024
    View filing
  • 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
    View filing
  • WMB Williams Companies, Inc.Owner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Mar 25, 2024 → Apr 12, 2024
    View filing
  • PXD Pioneer Natural Resources Company Common StockOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Mar 22, 2024 → Apr 12, 2024
    View filing
  • HD Home Depot, Inc.Owner: Joint
    Type
    Purchase
    Amount (range)
    2 × $1,001–$15,000
    Traded → filed
    Mar 21, 2024 → Apr 12, 2024
    View filing
  • RTX RTX Corporation Common StockOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Mar 21, 2024 → Apr 12, 2024
    View filing
  • UNH UnitedHealth Group Incorporated Common StockOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Mar 19, 2024 → Apr 12, 2024
    View filing
  • NEE NextEra Energy, Inc. Common StockOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Mar 15, 2024 → Apr 12, 2024
    View filing
  • XOM Exxon Mobil Corporation Common StockOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Mar 11, 2024 → Apr 12, 2024
    View filing
  • EMR Emerson Electric Company Common StockOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Mar 11, 2024 → Apr 12, 2024
    View filing
  • ROK Rockwell Automation, Inc. Common StockOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Mar 11, 2024 → Apr 12, 2024
    View filing
  • JNJ Johnson & Johnson Common StockOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Mar 5, 2024 → Apr 12, 2024
    View filing
  • ACN Accenture plc Class A Ordinary SharesOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Feb 20, 2024 → Mar 12, 2024
    View filing
  • MMC Marsh & McLennan Companies, Inc. Common StockOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Feb 15, 2024 → Mar 12, 2024
    View filing
  • OKE ONEOK, Inc. Common StockOwner: Joint
    Type
    Purchase
    Amount (range)
    2 × $1,001–$15,000
    Traded → filed
    Feb 14, 2024 → Mar 12, 2024
    View filing
  • TXN Texas Instruments Incorporated - Common StockOwner: Joint
    Type
    Purchase
    Amount (range)
    2 × $1,001–$15,000
    Traded → filed
    Feb 13, 2024 → Mar 12, 2024
    View filing
  • JPM JP Morgan Chase & Co. Common StockOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Jan 31, 2024 → Feb 11, 2024
    View filing
  • COST Costco Wholesale Corporation - Common StockOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Jan 12, 2024 → Feb 11, 2024
    View filing
  • LMT Lockheed Martin CorporationOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Dec 29, 2023 → Jan 13, 2024
    View filing
  • 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
    View filing
  • WMB Williams Companies, Inc.Owner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Dec 26, 2023 → Jan 13, 2024
    View filing
  • PXD Pioneer Natural Resources CompanyOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Dec 22, 2023 → Jan 13, 2024
    View filing
  • LIN Linde plc - Ordinary SharesOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Dec 18, 2023 → Jan 13, 2024
    View filing
  • NEE NextEra Energy, Inc.Owner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Dec 15, 2023 → Jan 13, 2024
    View filing
  • RTX RTX CorporationOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Dec 14, 2023 → Jan 13, 2024
    View filing
  • HD Home Depot, Inc.Owner: Joint
    Type
    Purchase
    Amount (range)
    2 × $1,001–$15,000
    Traded → filed
    Dec 14, 2023 → Jan 13, 2024
    View filing
  • UNH UnitedHealth Group Incorporated Common StockOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Dec 12, 2023 → Jan 13, 2024
    View filing
  • XOM Exxon Mobil CorporationOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Dec 11, 2023 → Jan 13, 2024
    View filing
  • EMR Emerson Electric CompanyOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Dec 11, 2023 → Jan 13, 2024
    View filing
  • ROK Rockwell Automation, Inc.Owner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Dec 11, 2023 → Jan 13, 2024
    View filing
  • JNJ Johnson & JohnsonOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Dec 5, 2023 → Jan 13, 2024
    View filing
  • ACN Accenture plc Class A Ordinary SharesOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Nov 15, 2023 → Dec 7, 2023
    View filing
  • MMC Marsh & McLennan Companies, Inc.Owner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Nov 15, 2023 → Dec 7, 2023
    View filing
  • TXN Texas Instruments IncorporatedOwner: Joint
    Type
    Purchase
    Amount (range)
    2 × $1,001–$15,000
    Traded → filed
    Nov 14, 2023 → Dec 7, 2023
    View filing
  • OKE ONEOK, Inc.Owner: Joint
    Type
    Purchase
    Amount (range)
    2 × $1,001–$15,000
    Traded → filed
    Nov 14, 2023 → Dec 7, 2023
    View filing
  • JPM JP Morgan Chase & Co.Owner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Oct 31, 2023 → Nov 17, 2023
    View filing
  • 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
    View filing
  • WMB Williams Companies, Inc.Owner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Sep 25, 2023 → Oct 13, 2023
    View filing
  • 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
    View filing
  • PXD Pioneer Natural Resources CompanyOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Sep 21, 2023 → Oct 13, 2023
    View filing
  • UNH UnitedHealth Group Incorporated Common StockOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Sep 19, 2023 → Oct 13, 2023
    View filing
  • LIN Linde plc Ordinary SharesOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Sep 19, 2023 → Oct 13, 2023
    View filing
  • NEE NextEra Energy, Inc.Owner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Sep 15, 2023 → Oct 13, 2023
    View filing
  • HD Home Depot, Inc.Owner: Joint
    Type
    Purchase
    Amount (range)
    2 × $1,001–$15,000
    Traded → filed
    Sep 14, 2023 → Oct 13, 2023
    View filing
  • XOM Exxon Mobil CorporationOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Sep 11, 2023 → Oct 13, 2023
    View filing
  • EMR Emerson Electric CompanyOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Sep 11, 2023 → Oct 13, 2023
    View filing
  • ROK Rockwell Automation, Inc.Owner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Sep 11, 2023 → Oct 13, 2023
    View filing
  • RTX RTX CorporationOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Sep 7, 2023 → Oct 13, 2023
    View filing
  • JNJ Johnson & JohnsonOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Sep 7, 2023 → Oct 13, 2023
    View filing
  • MMC Marsh & McLennan Companies, Inc.Owner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Aug 15, 2023 → Sep 7, 2023
    View filing
  • ACN Accenture plc Class A Ordinary SharesOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Aug 15, 2023 → Sep 7, 2023
    View filing
  • TXN Texas Instruments IncorporatedOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Aug 15, 2023 → Sep 7, 2023
    View filing
  • OKE ONEOK, Inc.Owner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Aug 14, 2023 → Sep 7, 2023
    View filing
  • 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
    View filing
  • JPM JP Morgan Chase & Co.Owner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Jul 31, 2023 → Aug 16, 2023
    View filing
  • 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
    View filing
  • UNH UnitedHealth Group Incorporated Common StockOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Jun 27, 2023 → Jul 12, 2023
    View filing
  • WMB Williams Companies, Inc.Owner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Jun 26, 2023 → Jul 12, 2023
    View filing
  • LMT Lockheed Martin CorporationOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Jun 23, 2023 → Jul 12, 2023
    View filing
  • PXD Pioneer Natural Resources CompanyOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Jun 21, 2023 → Jul 12, 2023
    View filing
  • ARGO Argo Group International Holdings, Ltd.Owner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Jun 20, 2023 → Jul 12, 2023
    View filing
  • LIN Linde plc Ordinary SharesOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Jun 16, 2023 → Jul 12, 2023
    View filing
  • NEE NextEra Energy, Inc.Owner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Jun 15, 2023 → Jul 12, 2023
    View filing
  • RTX Raytheon Technologies CorporationOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Jun 15, 2023 → Jul 12, 2023
    View filing
  • HD Home Depot, Inc.Owner: Joint
    Type
    Purchase
    Amount (range)
    2 × $1,001–$15,000
    Traded → filed
    Jun 15, 2023 → Jul 12, 2023
    View filing
  • ROK Rockwell Automation, Inc.Owner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Jun 12, 2023 → Jul 12, 2023
    View filing
  • XOM Exxon Mobil CorporationOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Jun 9, 2023 → Jul 12, 2023
    View filing
  • EMR Emerson Electric CompanyOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Jun 9, 2023 → Jul 12, 2023
    View filing
  • JNJ Johnson & JohnsonOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Jun 6, 2023 → Jul 12, 2023
    View filing
  • ACN Accenture plc Class A Ordinary SharesOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    May 17, 2023 → Jun 13, 2023
    View filing
  • TXN Texas Instruments IncorporatedOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    May 16, 2023 → Jun 13, 2023
    View filing
  • 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
    View filing
  • OKE ONEOK, Inc.Owner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    May 15, 2023 → Jun 13, 2023
    View filing
  • ABB ABB LtdOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    May 11, 2023 → Jun 13, 2023
    View filing
  • JPM JP Morgan Chase & Co.Owner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Apr 28, 2023 → May 11, 2023
    View filing
  • 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
    View filing
  • LIN Linde plc Ordinary SharesOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Mar 28, 2023 → Apr 10, 2023
    View filing
  • WMB Williams Companies, Inc.Owner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Mar 27, 2023 → Apr 10, 2023
    View filing
  • LMT Lockheed Martin CorporationOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Mar 24, 2023 → Apr 10, 2023
    View filing
  • HD Home Depot, Inc.Owner: Joint
    Type
    Purchase
    Amount (range)
    2 × $1,001–$15,000
    Traded → filed
    Mar 23, 2023 → Apr 10, 2023
    View filing
  • RTX Raytheon Technologies CorporationOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Mar 23, 2023 → Apr 10, 2023
    View filing
  • UNH UnitedHealth Group Incorporated Common StockOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Mar 21, 2023 → Apr 10, 2023
    View filing
  • PXD Pioneer Natural Resources CompanyOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Mar 17, 2023 → Apr 10, 2023
    View filing
  • NEE NextEra Energy, Inc.Owner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Mar 15, 2023 → Apr 10, 2023
    View filing
  • EMR Emerson Electric CompanyOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Mar 10, 2023 → Apr 10, 2023
    View filing
  • ROK Rockwell Automation, Inc.Owner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Mar 10, 2023 → Apr 10, 2023
    View filing
  • JNJ Johnson & JohnsonOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Mar 7, 2023 → Apr 10, 2023
    View filing
  • INTC Intel CorporationOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Mar 1, 2023 → Apr 10, 2023
    View filing
  • ACN Accenture plc Class A Ordinary SharesOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Feb 15, 2023 → Mar 15, 2023
    View filing
  • TXN Texas Instruments IncorporatedOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Feb 14, 2023 → Mar 15, 2023
    View filing
  • OKE ONEOK, Inc.Owner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Feb 14, 2023 → Mar 15, 2023
    View filing
  • 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
    View filing
  • JPM JP Morgan Chase & Co.Owner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Jan 31, 2023 → Feb 14, 2023
    View filing
  • 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
    View filing
  • LMT Lockheed Martin CorporationOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Dec 30, 2022 → Jan 13, 2023
    View filing
  • WMB Williams Companies, Inc.Owner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Dec 26, 2022 → Jan 13, 2023
    View filing
  • RTN Raytheon CompanyOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Dec 15, 2022 → Jan 13, 2023
    View filing
  • 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
    View filing
  • HD Home Depot, Inc.Owner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Dec 15, 2022 → Jan 13, 2023
    View filing
  • NEE NextEra Energy, Inc.Owner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Dec 15, 2022 → Jan 13, 2023
    View filing
  • UNH UnitedHealth Group Incorporated Common StockOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Dec 13, 2022 → Jan 13, 2023
    View filing
  • ROK Rockwell Automation, Inc.Owner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Dec 12, 2022 → Jan 13, 2023
    View filing
  • EMR Emerson Electric CompanyOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Dec 9, 2022 → Jan 13, 2023
    View filing
  • XOM Exxon Mobil CorporationOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Dec 9, 2022 → Jan 13, 2023
    View filing
  • MSFT Microsoft CorporationOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Dec 8, 2022 → Jan 13, 2023
    View filing
  • JNJ Johnson & JohnsonOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Dec 6, 2022 → Jan 13, 2023
    View filing
  • INTC Intel CorporationOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Dec 1, 2022 → Jan 13, 2023
    View filing
  • ACN Accenture plc Class A Ordinary SharesOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Nov 15, 2022 → Dec 8, 2022
    View filing
  • TXN Texas Instruments IncorporatedOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Nov 15, 2022 → Dec 8, 2022
    View filing
  • 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
    View filing
  • OKE ONEOK, Inc.Owner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Nov 14, 2022 → Dec 8, 2022
    View filing
  • JPM JP Morgan Chase & Co.Owner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Oct 31, 2022 → Nov 9, 2022
    View filing
  • JEPI JPMorgan Equity Premium Income ETFOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Oct 6, 2022 → Nov 9, 2022
    View filing
  • 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
    View filing
  • DGRO IShares Core Dividend Growth ETFOwner: Joint
    Type
    Purchase
    Amount (range)
    2 × $1,001–$15,000
    Traded → filed
    Sep 30, 2022 → Oct 10, 2022
    View filing
  • WMB Williams Companies, Inc.Owner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Sep 26, 2022 → Oct 10, 2022
    View filing
  • UNH UnitedHealth Group Incorporated Common StockOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Sep 20, 2022 → Oct 10, 2022
    View filing
  • 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
    View filing
  • HD Home Depot, Inc.Owner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Sep 15, 2022 → Oct 10, 2022
    View filing
  • NEE NextEra Energy, Inc.Owner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Sep 15, 2022 → Oct 10, 2022
    View filing
  • ROK Rockwell Automation, Inc.Owner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Sep 12, 2022 → Oct 10, 2022
    View filing
  • XOM Exxon Mobil CorporationOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Sep 9, 2022 → Oct 10, 2022
    View filing
  • EMR Emerson Electric CompanyOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Sep 9, 2022 → Oct 10, 2022
    View filing
  • JEPI JPMorgan Equity Premium Income ETFOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Sep 7, 2022 → Oct 10, 2022
    View filing
  • 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
    View filing
  • PTC PTC Inc.Owner: Joint
    Type
    Purchase
    Amount (range)
    $15,001–$50,000
    Traded → filed
    Aug 25, 2022 → Sep 15, 2022
    View filing
  • CDNS Cadence Design Systems, Inc.Owner: Joint
    Type
    Purchase
    Amount (range)
    $15,001–$50,000
    Traded → filed
    Aug 18, 2022 → Sep 15, 2022
    View filing
  • CTRA Coterra Energy Inc.Owner: Joint
    Type
    Purchase
    Amount (range)
    $15,001–$50,000
    Traded → filed
    Aug 17, 2022 → Sep 15, 2022
    View filing
  • TXN Texas Instruments IncorporatedOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Aug 16, 2022 → Sep 15, 2022
    View filing
  • OKE ONEOK, Inc.Owner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Aug 15, 2022 → Sep 15, 2022
    View filing
  • ACN Accenture plc Class A Ordinary SharesOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Aug 15, 2022 → Sep 15, 2022
    View filing
  • 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
    View filing
  • JPM JP Morgan Chase & Co.Owner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Jul 31, 2022 → Aug 15, 2022
    View filing
  • TIP IShares TIPS Bond ETFOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Jul 8, 2022 → Aug 15, 2022
    View filing
  • 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
    View filing
  • WMB Williams Companies, Inc.Owner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Jun 27, 2022 → Jul 15, 2022
    View filing
  • LMT Lockheed Martin CorporationOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Jun 24, 2022 → Jul 15, 2022
    View filing
  • AGCO AGCO CorporationOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Jun 21, 2022 → Jul 15, 2022
    View filing
  • RTX Raytheon Technologies CorporationOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Jun 16, 2022 → Jul 15, 2022
    View filing
  • HD Home Depot, Inc.Owner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Jun 16, 2022 → Jul 15, 2022
    View filing
  • NEE NextEra Energy, Inc.Owner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Jun 15, 2022 → Jul 15, 2022
    View filing
  • 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
    View filing
  • EMR Emerson Electric CompanyOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Jun 10, 2022 → Jul 15, 2022
    View filing
  • XOM Exxon Mobil CorporationOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Jun 10, 2022 → Jul 15, 2022
    View filing
  • ROK Rockwell Automation, Inc.Owner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Jun 10, 2022 → Jul 15, 2022
    View filing
  • MSFT Microsoft CorporationOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Jun 9, 2022 → Jul 15, 2022
    View filing
  • JNJ Johnson & JohnsonOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Jun 7, 2022 → Jul 15, 2022
    View filing
  • INTC Intel CorporationOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Jun 1, 2022 → Jul 15, 2022
    View filing
  • TXN Texas Instruments IncorporatedOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    May 17, 2022 → Jun 14, 2022
    View filing
  • OKE ONEOK, Inc.Owner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    May 16, 2022 → Jun 14, 2022
    View filing
  • 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
    View filing
  • ACN Accenture plc Class A Ordinary SharesOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    May 13, 2022 → Jun 14, 2022
    View filing
  • ABB ABB LtdOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    May 11, 2022 → Jun 14, 2022
    View filing
  • JPM JP Morgan Chase & Co.Owner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Apr 30, 2022 → May 12, 2022
    View filing
  • 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
    View filing
  • WMB Williams Companies, Inc.Owner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Mar 28, 2022 → Apr 12, 2022
    View filing
  • LMT Lockheed Martin CorporationOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Mar 25, 2022 → Apr 12, 2022
    View filing
  • HD Home Depot, Inc.Owner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Mar 24, 2022 → Apr 12, 2022
    View filing
  • RTX Raytheon Technologies CorporationOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Mar 24, 2022 → Apr 12, 2022
    View filing
  • UNH UnitedHealth Group Incorporated Common StockOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Mar 22, 2022 → Apr 12, 2022
    View filing
  • NEE NextEra Energy, Inc.Owner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Mar 15, 2022 → Apr 12, 2022
    View filing
  • PXD Pioneer Natural Resources CompanyOwner: Joint
    Type
    Purchase
    Amount (range)
    3 × $1,001–$15,000
    Traded → filed
    Mar 14, 2022 → Apr 12, 2022
    View filing
  • HON Honeywell International Inc.Owner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Mar 11, 2022 → Apr 12, 2022
    View filing
  • ROK Rockwell Automation, Inc.Owner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Mar 10, 2022 → Apr 12, 2022
    View filing
  • XOM Exxon Mobil CorporationOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Mar 10, 2022 → Apr 12, 2022
    View filing
  • MSFT Microsoft CorporationOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Mar 10, 2022 → Apr 12, 2022
    View filing
  • EMR Emerson Electric CompanyOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Mar 10, 2022 → Apr 12, 2022
    View filing
  • JNJ Johnson & JohnsonOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Mar 8, 2022 → Apr 12, 2022
    View filing
  • INTC Intel CorporationOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Mar 1, 2022 → Apr 12, 2022
    View filing
  • ACN Accenture plc Class A Ordinary SharesOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Feb 15, 2022 → Mar 7, 2022
    View filing
  • 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
    View filing
  • OKE ONEOK, Inc.Owner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Feb 14, 2022 → Mar 7, 2022
    View filing
  • TXN Texas Instruments IncorporatedOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Feb 7, 2022 → Mar 7, 2022
    View filing
  • JPM JP Morgan Chase & Co.Owner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Jan 31, 2022 → Feb 2, 2022
    View filing
  • PXD Pioneer Natural Resources CompanyOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Jan 14, 2022 → Feb 2, 2022
    View filing
  • 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
    View filing
  • WMB Williams Companies, Inc.Owner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Dec 27, 2021 → Jan 11, 2022
    View filing
  • LMT Lockheed Martin CorporationOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Dec 27, 2021 → Jan 11, 2022
    View filing
  • RTX Raytheon Technologies CorporationOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Dec 16, 2021 → Jan 11, 2022
    View filing
  • HD Home Depot, Inc.Owner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Dec 16, 2021 → Jan 11, 2022
    View filing
  • NEE NextEra Energy, Inc.Owner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Dec 15, 2021 → Jan 11, 2022
    View filing
  • PXD Pioneer Natural Resources CompanyOwner: Joint
    Type
    Purchase
    Amount (range)
    2 × $1,001–$15,000
    Traded → filed
    Dec 14, 2021 → Jan 11, 2022
    View filing
  • UNH UnitedHealth group Incorporated Common StockOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Dec 14, 2021 → Jan 11, 2022
    View filing
  • XOM Exxon Mobil CorporationOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Dec 10, 2021 → Jan 11, 2022
    View filing
  • EMR Emerson Electric CompanyOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Dec 10, 2021 → Jan 11, 2022
    View filing
  • ROK Rockwell Automation, Inc.Owner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Dec 10, 2021 → Jan 11, 2022
    View filing
  • MSFT Microsoft CorporationOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Dec 9, 2021 → Jan 11, 2022
    View filing
  • JNJ Johnson & JohnsonOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Dec 7, 2021 → Jan 11, 2022
    View filing
  • HON Honeywell International Inc.Owner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Dec 3, 2021 → Jan 11, 2022
    View filing
  • TJX TJX Companies, Inc.Owner: Joint
    Type
    Purchase
    Amount (range)
    $15,001–$50,000
    Traded → filed
    Nov 26, 2021 → Dec 9, 2021
    View filing
  • HLT Hilton Worldwide Holdings Inc.Owner: Joint
    Type
    Purchase
    Amount (range)
    $50,001–$100,000
    Traded → filed
    Nov 26, 2021 → Dec 9, 2021
    View filing
  • ABB ABB LtdOwner: Joint
    Type
    Purchase
    Amount (range)
    $50,001–$100,000
    Traded → filed
    Nov 26, 2021 → Dec 9, 2021
    View filing
  • AGCO AGCO CorporationOwner: Joint
    Type
    Purchase
    Amount (range)
    $50,001–$100,000
    Traded → filed
    Nov 26, 2021 → Dec 9, 2021
    View filing
  • BLL Ball CorporationOwner: Joint
    Type
    Purchase
    Amount (range)
    $50,001–$100,000
    Traded → filed
    Nov 26, 2021 → Dec 9, 2021
    View filing
  • INTC Intel CorporationOwner: Joint
    Type
    Purchase
    Amount (range)
    $15,001–$50,000
    Traded → filed
    Nov 26, 2021 → Dec 9, 2021
    View filing
  • FTEC Fidelity MSCI Information Technology Index ETFOwner: Joint
    Type
    Purchase
    Amount (range)
    $100,001–$250,000
    Traded → filed
    Nov 26, 2021 → Dec 9, 2021
    View filing
  • PH Parker-Hannifin CorporationOwner: Joint
    Type
    Purchase
    Amount (range)
    $15,001–$50,000
    Traded → filed
    Nov 26, 2021 → Dec 9, 2021
    View filing
  • ACN Accenture plc Class A Ordinary SharesOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Nov 26, 2021 → Dec 9, 2021
    View filing
  • ARCB ArcBest CorporationOwner: Joint
    Type
    Purchase
    Amount (range)
    $50,001–$100,000
    Traded → filed
    Nov 26, 2021 → Dec 9, 2021
    View filing
  • DRE Duke Realty CorporationOwner: Joint
    Type
    Purchase
    Amount (range)
    $50,001–$100,000
    Traded → filed
    Nov 26, 2021 → Dec 9, 2021
    View filing
  • PWR Quanta Services, Inc.Owner: Joint
    Type
    Purchase
    Amount (range)
    $50,001–$100,000
    Traded → filed
    Nov 26, 2021 → Dec 9, 2021
    View filing
  • CR Crane Co.Owner: Joint
    Type
    Purchase
    Amount (range)
    $15,001–$50,000
    Traded → filed
    Nov 26, 2021 → Dec 9, 2021
    View filing
  • FDIS Fidelity MSCI Consumer Discretionary Index ETFOwner: Joint
    Type
    Purchase
    Amount (range)
    $50,001–$100,000
    Traded → filed
    Nov 26, 2021 → Dec 9, 2021
    View filing
  • TXN Texas Instruments IncorporatedOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Nov 15, 2021 → Dec 9, 2021
    View filing
  • OKE ONEOK, Inc.Owner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Nov 15, 2021 → Dec 9, 2021
    View filing
  • 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
    View filing
  • TIP IShares TIPS Bond ETFOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Nov 5, 2021 → Dec 9, 2021
    View filing
  • JPM JP Morgan Chase & Co.Owner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Oct 29, 2021 → Nov 5, 2021
    View filing
  • BLK BlackRock, Inc.Owner: Joint
    Type
    Purchase
    Amount (range)
    $15,001–$50,000
    Traded → filed
    Oct 20, 2021 → Nov 5, 2021
    View filing
  • PXD Pioneer Natural Resources gfedc CompanyOwner: Joint
    Type
    Purchase
    Amount (range)
    $100,001–$250,000
    Traded → filed
    Oct 20, 2021 → Nov 5, 2021
    View filing
  • FMAT Fidelity MSCI Materials Index ETFOwner: Joint
    Type
    Purchase
    Amount (range)
    $15,001–$50,000
    Traded → filed
    Oct 20, 2021 → Nov 5, 2021
    View filing
  • ORLY O'Reilly Automotive, Inc.Owner: Joint
    Type
    Purchase
    Amount (range)
    $15,001–$50,000
    Traded → filed
    Oct 20, 2021 → Nov 5, 2021
    View filing
  • V Visa Inc.Owner: Joint
    Type
    Purchase
    Amount (range)
    $50,001–$100,000
    Traded → filed
    Oct 20, 2021 → Nov 5, 2021
    View filing
  • CVX Chevron CorporationOwner: Joint
    Type
    Purchase
    Amount (range)
    $50,001–$100,000
    Traded → filed
    Oct 20, 2021 → Nov 5, 2021
    View filing
  • ITW Illinois Tool Works Inc.Owner: Joint
    Type
    Purchase
    Amount (range)
    $15,001–$50,000
    Traded → filed
    Oct 20, 2021 → Nov 5, 2021
    View filing
  • LMT Lockheed Martin CorporationOwner: Joint
    Type
    Purchase
    Amount (range)
    $50,001–$100,000
    Traded → filed
    Oct 20, 2021 → Nov 5, 2021
    View filing
  • PXD Pioneer Natural Resources CompanyOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Oct 14, 2021 → Nov 5, 2021
    View filing
  • TIP IShares TIPS bond ETFOwner: Joint
    Type
    Purchase
    Amount (range)
    2 × $1,001–$15,000
    Traded → filed
    Oct 7, 2021 → Nov 5, 2021
    View filing
  • DIAL Columbia Diversified Fixed Income Allocation ETFOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Oct 6, 2021 → Nov 5, 2021
    View filing
  • DVN Devon Energy CorporationOwner: Joint
    Type
    Purchase
    Amount (range)
    2 × $1,001–$15,000
    Traded → filed
    Sep 30, 2021 → Oct 7, 2021
    View filing
  • DGRO IShares Core Dividend growth ETFOwner: Joint
    Type
    Purchase
    Amount (range)
    2 × $1,001–$15,000
    Traded → filed
    Sep 30, 2021 → Oct 7, 2021
    View filing
  • WMB Williams Companies, Inc.Owner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Sep 27, 2021 → Oct 7, 2021
    View filing
  • ACN Accenture plc Class A Ordinary SharesOwner: Joint
    Type
    Purchase
    Amount (range)
    $100,001–$250,000
    Traded → filed
    Sep 23, 2021 → Oct 7, 2021
    View filing
  • UNH UnitedHealth group Incorporated Common StockOwner: Joint
    Type
    Purchase
    Amount (range)
    $250,001–$500,000
    Traded → filed
    Sep 23, 2021 → Oct 7, 2021
    View filing
  • MDT Medtronic plc. Ordinary SharesOwner: Joint
    Type
    Purchase
    Amount (range)
    $100,001–$250,000
    Traded → filed
    Sep 23, 2021 → Oct 7, 2021
    View filing
  • RTX Raytheon Technologies CorporationOwner: Joint
    Type
    Purchase
    Amount (range)
    $250,001–$500,000
    Traded → filed
    Sep 23, 2021 → Oct 7, 2021
    View filing
  • PXD Pioneer Natural Resources CompanyOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Sep 17, 2021 → Oct 7, 2021
    View filing
  • HD Home Depot, Inc.Owner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Sep 16, 2021 → Oct 7, 2021
    View filing
  • NEE NextEra Energy, Inc.Owner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Sep 15, 2021 → Oct 7, 2021
    View filing
  • ROK Rockwell Automation, Inc.Owner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Sep 10, 2021 → Oct 7, 2021
    View filing
  • EMR Emerson Electric CompanyOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Sep 10, 2021 → Oct 7, 2021
    View filing
  • MSFT Microsoft CorporationOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Sep 9, 2021 → Oct 7, 2021
    View filing
  • TIP IShares TIPS bond ETFOwner: Joint
    Type
    Purchase
    Amount (range)
    2 × $1,001–$15,000
    Traded → filed
    Sep 8, 2021 → Oct 7, 2021
    View filing
  • JNJ Johnson & JohnsonOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Sep 7, 2021 → Oct 7, 2021
    View filing
  • DIAL Columbia Diversified Fixed Income Allocation ETFOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Sep 7, 2021 → Oct 7, 2021
    View filing
  • HON Honeywell International Inc.Owner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Sep 3, 2021 → Oct 7, 2021
    View filing
  • ICLR ICON plc - Ordinary SharesOwner: Joint
    Type
    Purchase
    Amount (range)
    $15,001–$50,000
    Traded → filed
    Sep 2, 2021 → Oct 7, 2021
    View filing
  • 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
    View filing
  • RTX Raytheon Technologies CorporationOwner: Joint
    Type
    Purchase
    Amount (range)
    $50,001–$100,000
    Traded → filed
    Sep 2, 2021 → Oct 7, 2021
    View filing
  • INTC Intel CorporationOwner: Joint
    Type
    Purchase
    Amount (range)
    $50,001–$100,000
    Traded → filed
    Sep 2, 2021 → Oct 7, 2021
    View filing
  • UNH UnitedHealth group Incorporated Common StockOwner: Joint
    Type
    Purchase
    Amount (range)
    $50,001–$100,000
    Traded → filed
    Sep 2, 2021 → Oct 7, 2021
    View filing
  • CDNS Cadence Design Systems, Inc.Owner: Joint
    Type
    Purchase
    Amount (range)
    $15,001–$50,000
    Traded → filed
    Sep 2, 2021 → Oct 7, 2021
    View filing
  • XOM Exxon Mobil CorporationOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Sep 2, 2021 → Oct 7, 2021
    View filing
  • JNJ Johnson & JohnsonOwner: Joint
    Type
    Purchase
    Amount (range)
    $50,001–$100,000
    Traded → filed
    Sep 2, 2021 → Oct 7, 2021
    View filing
  • IQV IQVIA Holdings, Inc.Owner: Joint
    Type
    Purchase
    Amount (range)
    $15,001–$50,000
    Traded → filed
    Sep 2, 2021 → Oct 7, 2021
    View filing
  • TXN Texas Instruments IncorporatedOwner: Joint
    Type
    Purchase
    Amount (range)
    $250,001–$500,000
    Traded → filed
    Aug 25, 2021 → Sep 15, 2021
    View filing
  • COST Costco Wholesale CorporationOwner: Joint
    Type
    Purchase
    Amount (range)
    $250,001–$500,000
    Traded → filed
    Aug 25, 2021 → Sep 15, 2021
    View filing
  • LMT Lockheed Martin CorporationOwner: Joint
    Type
    Purchase
    Amount (range)
    $100,001–$250,000
    Traded → filed
    Aug 25, 2021 → Sep 15, 2021
    View filing
  • CB CHUBB limitedOwner: Joint
    Type
    Purchase
    Amount (range)
    $100,001–$250,000
    Traded → filed
    Aug 25, 2021 → Sep 15, 2021
    View filing
  • AHCO AdaptHealth Corp.Owner: Joint
    Type
    Purchase
    Amount (range)
    $100,001–$250,000
    Traded → filed
    Aug 25, 2021 → Sep 15, 2021
    View filing
  • OKE ONEOK, Inc.Owner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Aug 16, 2021 → Sep 15, 2021
    View filing
  • MMC Marsh & Mclennan Companies, Inc.Owner: Joint
    Type
    Purchase
    Amount (range)
    $100,001–$250,000
    Traded → filed
    Aug 16, 2021 → Sep 15, 2021
    View filing
  • 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
    View filing
  • ACN Accenture plc Class A Ordinary SharesOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Aug 13, 2021 → Sep 15, 2021
    View filing
  • TXN Texas Instruments IncorporatedOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Aug 9, 2021 → Sep 15, 2021
    View filing
  • TIP IShares TIPS bond ETFOwner: Joint
    Type
    Purchase
    Amount (range)
    2 × $1,001–$15,000
    Traded → filed
    Aug 6, 2021 → Sep 15, 2021
    View filing
  • DIAL Columbia Diversified Fixed Income Allocation ETFOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Aug 5, 2021 → Sep 15, 2021
    View filing
  • JPM JP Morgan Chase & Co.Owner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Jul 31, 2021 → Sep 15, 2021
    View filing
  • SPY SPDR S&P 500Owner: Joint
    Type
    Purchase
    Amount (range)
    $500,001–$1,000,000
    Traded → filed
    Jul 30, 2021 → Sep 15, 2021
    View filing
  • JEPI JPMorgan Equity Premium Income ETFOwner: Joint
    Type
    Purchase
    Amount (range)
    $100,001–$250,000
    Traded → filed
    Jul 30, 2021 → Sep 15, 2021
    View filing
  • FHLC Fidelity MSCI Health Care Index ETFOwner: Joint
    Type
    Purchase
    Amount (range)
    $50,001–$100,000
    Traded → filed
    Jul 30, 2021 → Sep 15, 2021
    View filing
  • GOOGL Alphabet Inc. - Class AOwner: Joint
    Type
    Purchase
    Amount (range)
    $100,001–$250,000
    Traded → filed
    Jul 30, 2021 → Sep 15, 2021
    View filing
  • TIP IShares TIPS bond ETFOwner: Joint
    Type
    Purchase
    Amount (range)
    $250,001–$500,000
    Traded → filed
    Jul 30, 2021 → Sep 15, 2021
    View filing
  • AMZN Amazon.com, Inc.Owner: Joint
    Type
    Purchase
    Amount (range)
    $50,001–$100,000
    Traded → filed
    Jul 30, 2021 → Sep 15, 2021
    View filing
  • NEE NextEra Energy, Inc.Owner: Joint
    Type
    Purchase
    Amount (range)
    $50,001–$100,000
    Traded → filed
    Jul 30, 2021 → Sep 15, 2021
    View filing
  • FDRR Fidelity Dividend ETF for Rising RatesOwner: Joint
    Type
    Purchase
    Amount (range)
    $50,001–$100,000
    Traded → filed
    Jul 30, 2021 → Sep 15, 2021
    View filing
  • PTC PTC Inc.Owner: Joint
    Type
    Purchase
    Amount (range)
    $15,001–$50,000
    Traded → filed
    Jul 21, 2021 → Sep 15, 2021
    View filing
  • TMO Thermo Fisher Scientific IncOwner: Joint
    Type
    Purchase
    Amount (range)
    $50,001–$100,000
    Traded → filed
    Jul 21, 2021 → Sep 15, 2021
    View filing
  • ADBE Adobe Inc.Owner: Joint
    Type
    Purchase
    Amount (range)
    $50,001–$100,000
    Traded → filed
    Jul 21, 2021 → Sep 15, 2021
    View filing
  • TXN Texas Instruments IncorporatedOwner: Joint
    Type
    Purchase
    Amount (range)
    $100,001–$250,000
    Traded → filed
    Jul 21, 2021 → Sep 15, 2021
    View filing
  • ROK Rockwell Automation, Inc.Owner: Joint
    Type
    Purchase
    Amount (range)
    $50,001–$100,000
    Traded → filed
    Jul 21, 2021 → Sep 15, 2021
    View filing
  • BSX Boston Scientific CorporationOwner: Joint
    Type
    Purchase
    Amount (range)
    $15,001–$50,000
    Traded → filed
    Jul 21, 2021 → Sep 15, 2021
    View filing
  • MSFT Microsoft CorporationOwner: Joint
    Type
    Purchase
    Amount (range)
    $100,001–$250,000
    Traded → filed
    Jul 21, 2021 → Sep 15, 2021
    View filing
  • PXD Pioneer Natural Resources CompanyOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Jul 14, 2021 → Sep 15, 2021
    View filing
  • TIP IShares TIPS bond ETFOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Jul 8, 2021 → Sep 15, 2021
    View filing
  • DIAL Columbia Diversified Fixed Income Allocation ETFOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Jul 7, 2021 → Sep 15, 2021
    View filing
  • TROW T. Rowe Price group, Inc.Owner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Jul 7, 2021 → Sep 15, 2021
    View filing
  • DXCM DexCom, Inc.Owner: Joint
    Type
    Purchase
    Amount (range)
    $100,001–$250,000
    Traded → filed
    Jul 1, 2021 → Sep 15, 2021
    View filing
  • HD Home Depot, Inc.Owner: Joint
    Type
    Purchase
    Amount (range)
    $100,001–$250,000
    Traded → filed
    Jul 1, 2021 → Sep 15, 2021
    View filing
  • FQAL Fidelity Quality Factor ETFOwner: Joint
    Type
    Purchase
    Amount (range)
    $100,001–$250,000
    Traded → filed
    Jul 1, 2021 → Sep 15, 2021
    View filing
  • DGRO IShares Core Dividend growth ETFOwner: Joint
    Type
    Purchase
    Amount (range)
    $250,001–$500,000
    Traded → filed
    Jul 1, 2021 → Sep 15, 2021
    View filing
  • DHR Danaher CorporationOwner: Joint
    Type
    Purchase
    Amount (range)
    $50,001–$100,000
    Traded → filed
    Jul 1, 2021 → Sep 15, 2021
    View filing
  • BSX Boston Scientific CorporationOwner: Joint
    Type
    Purchase
    Amount (range)
    $100,001–$250,000
    Traded → filed
    Jul 1, 2021 → Sep 15, 2021
    View filing
  • ITW Illinois Tool Works Inc.Owner: Joint
    Type
    Purchase
    Amount (range)
    $50,001–$100,000
    Traded → filed
    Jul 1, 2021 → Sep 15, 2021
    View filing
  • EMR Emerson Electric CompanyOwner: Joint
    Type
    Purchase
    Amount (range)
    $50,001–$100,000
    Traded → filed
    Jul 1, 2021 → Sep 15, 2021
    View filing
  • LIN Linde plc Ordinary ShareOwner: Joint
    Type
    Purchase
    Amount (range)
    $15,001–$50,000
    Traded → filed
    Jul 1, 2021 → Sep 15, 2021
    View filing
  • MDT Medtronic plc. Ordinary SharesOwner: Joint
    Type
    Purchase
    Amount (range)
    $15,001–$50,000
    Traded → filed
    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
    Type
    Purchase
    Amount (range)
    $15,001–$50,000
    Traded → filed
    Jul 1, 2021 → Sep 15, 2021
    View filing
  • JPM JP Morgan Chase & Co.Owner: Joint
    Type
    Purchase
    Amount (range)
    $50,001–$100,000
    Traded → filed
    Jul 1, 2021 → Sep 15, 2021
    View filing
  • VUZI Vuzix CorporationOwner: Joint
    Type
    Purchase
    Amount (range)
    $50,001–$100,000
    Traded → filed
    Jul 1, 2021 → Sep 15, 2021
    View filing
  • DVN Devon Energy CorporationOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Jun 30, 2021 → Jul 14, 2021
    View filing
  • WMB Williams Companies, Inc.Owner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Jun 28, 2021 → Jul 14, 2021
    View filing
  • MSFT Microsoft CorporationOwner: Joint
    Type
    Purchase
    Amount (range)
    $250,001–$500,000+ $100,001–$250,000
    Traded → filed
    Jun 25, 2021 → Jul 14, 2021
    View filing
  • ACN Accenture plc Class A Ordinary SharesOwner: Joint
    Type
    Purchase
    Amount (range)
    $100,001–$250,000
    Traded → filed
    Jun 25, 2021 → Jul 14, 2021
    View filing
  • MASI Masimo CorporationOwner: Joint
    Type
    Purchase
    Amount (range)
    $100,001–$250,000+ $15,001–$50,000
    Traded → filed
    Jun 25, 2021 → Jul 14, 2021
    View filing
  • PSX Phillips 66Owner: Joint
    Type
    Purchase
    Amount (range)
    $15,001–$50,000
    Traded → filed
    Jun 25, 2021 → Jul 14, 2021
    View filing
  • LIN Linde plc Ordinary ShareOwner: Joint
    Type
    Purchase
    Amount (range)
    $100,001–$250,000
    Traded → filed
    Jun 25, 2021 → Jul 14, 2021
    View filing
  • ASXC Asensus Surgical, Inc.Owner: Joint
    Type
    Purchase
    Amount (range)
    $100,001–$250,000
    Traded → filed
    Jun 25, 2021 → Jul 14, 2021
    View filing
  • JNJ Johnson & JohnsonOwner: Joint
    Type
    Purchase
    Amount (range)
    $250,001–$500,000
    Traded → filed
    Jun 25, 2021 → Jul 14, 2021
    View filing
  • JPM JP Morgan Chase & Co.Owner: Joint
    Type
    Purchase
    Amount (range)
    $250,001–$500,000
    Traded → filed
    Jun 25, 2021 → Jul 14, 2021
    View filing
  • HON Honeywell International Inc.Owner: Joint
    Type
    Purchase
    Amount (range)
    $50,001–$100,000
    Traded → filed
    Jun 25, 2021 → Jul 14, 2021
    View filing
  • HD Home Depot, Inc.Owner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Jun 17, 2021 → Jul 14, 2021
    View filing
  • NEE NextEra Energy, Inc.Owner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Jun 15, 2021 → Jul 14, 2021
    View filing
  • MSFT Microsoft CorporationOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Jun 10, 2021 → Jul 14, 2021
    View filing
  • XOM Exxon Mobil CorporationOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Jun 10, 2021 → Jul 14, 2021
    View filing
  • PXD Pioneer Natural Resources CompanyOwner: Joint
    Type
    Purchase
    Amount (range)
    $500,001–$1,000,000
    Traded → filed
    Jun 9, 2021 → Jul 14, 2021
    View filing
  • CDNS Cadence Design Systems, Inc.Owner: Joint
    Type
    Purchase
    Amount (range)
    $100,001–$250,000
    Traded → filed
    May 26, 2021 → Jun 15, 2021
    View filing
  • PRGS Progress Software CorporationOwner: Joint
    Type
    Purchase
    Amount (range)
    $50,001–$100,000
    Traded → filed
    May 26, 2021 → Jun 15, 2021
    View filing
  • OKE ONEOK, Inc.Owner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    May 26, 2021 → Jun 15, 2021
    View filing
  • PTC PTC Inc.Owner: Joint
    Type
    Purchase
    Amount (range)
    $50,001–$100,000
    Traded → filed
    May 26, 2021 → Jun 15, 2021
    View filing
  • MTBC CareCloud, Inc.Owner: Child
    Type
    Purchase
    Amount (range)
    3 × $1,001–$15,000
    Traded → filed
    May 20, 2021 → Jun 15, 2021
    View filing
  • ADBE Adobe Inc.Owner: Joint
    Type
    Purchase
    Amount (range)
    $250,001–$500,000
    Traded → filed
    May 20, 2021 → Jun 15, 2021
    View filing
  • IQV IQVIA Holdings, Inc.Owner: Child
    Type
    Purchase
    Amount (range)
    3 × $1,001–$15,000
    Traded → filed
    May 20, 2021 → Jun 15, 2021
    View filing
  • EXAS Exact Sciences CorporationOwner: Child
    Type
    Purchase
    Amount (range)
    3 × $1,001–$15,000
    Traded → filed
    May 20, 2021 → Jun 15, 2021
    View filing
  • EXAS Exact Sciences CorporationOwner: Joint
    Type
    Purchase
    Amount (range)
    $50,001–$100,000
    Traded → filed
    May 20, 2021 → Jun 15, 2021
    View filing
  • VUZI Vuzix CorporationOwner: Child
    Type
    Purchase
    Amount (range)
    3 × $1,001–$15,000
    Traded → filed
    May 20, 2021 → Jun 15, 2021
    View filing
  • BSX Boston Scientific CorporationOwner: Child
    Type
    Purchase
    Amount (range)
    3 × $1,001–$15,000
    Traded → filed
    May 20, 2021 → Jun 15, 2021
    View filing
  • MTBC CareCloud, Inc.Owner: Joint
    Type
    Purchase
    Amount (range)
    $15,001–$50,000
    Traded → filed
    May 20, 2021 → Jun 15, 2021
    View filing
  • AHCO AdaptHealth Corp. - Class AOwner: Child
    Type
    Purchase
    Amount (range)
    3 × $1,001–$15,000
    Traded → filed
    May 20, 2021 → Jun 15, 2021
    View filing
  • ORLY O'Reilly Automotive, Inc.Owner: Joint
    Type
    Purchase
    Amount (range)
    $100,001–$250,000
    Traded → filed
    May 18, 2021 → Jun 15, 2021
    View filing
  • FCX Freeport-McMoRan, Inc.Owner: Joint
    Type
    Purchase
    Amount (range)
    $100,001–$250,000
    Traded → filed
    May 18, 2021 → Jun 15, 2021
    View filing
  • EMR Emerson Electric CompanyOwner: Joint
    Type
    Purchase
    Amount (range)
    $250,001–$500,000
    Traded → filed
    May 18, 2021 → Jun 15, 2021
    View filing
  • HON Honeywell International Inc.Owner: Joint
    Type
    Purchase
    Amount (range)
    $250,001–$500,000
    Traded → filed
    May 18, 2021 → Jun 15, 2021
    View filing
  • IQV IQVIA Holdings, Inc.Owner: Joint
    Type
    Purchase
    Amount (range)
    $100,001–$250,000
    Traded → filed
    May 18, 2021 → Jun 15, 2021
    View filing
  • ICLR ICON plc - Ordinary Shares gfedcOwner: Joint
    Type
    Purchase
    Amount (range)
    $100,001–$250,000
    Traded → filed
    May 18, 2021 → Jun 15, 2021
    View filing
  • VUZI Vuzix CorporationOwner: Joint
    Type
    Purchase
    Amount (range)
    $15,001–$50,000
    Traded → filed
    May 18, 2021 → Jun 15, 2021
    View filing
  • NEE NextEra Energy, Inc.Owner: Joint
    Type
    Purchase
    Amount (range)
    $250,001–$500,000
    Traded → filed
    May 18, 2021 → Jun 15, 2021
    View filing
  • ROK Rockwell Automation, Inc.Owner: Joint
    Type
    Purchase
    Amount (range)
    $250,001–$500,000
    Traded → filed
    May 18, 2021 → Jun 15, 2021
    View filing
  • TXN Texas Instruments IncorporatedOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    May 17, 2021 → Jun 15, 2021
    View filing
  • ACN Accenture plc Class A Ordinary SharesOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    May 14, 2021 → Jun 15, 2021
    View filing
  • 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
    View filing
  • DVN Devon Energy CorporationOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Mar 31, 2021 → Apr 9, 2021
    View filing
  • WMB Williams Companies, Inc.Owner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Mar 29, 2021 → Apr 9, 2021
    View filing
  • HD Home Depot, Inc.Owner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Mar 25, 2021 → Apr 9, 2021
    View filing
  • MSFT Microsoft CorporationOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Mar 11, 2021 → Apr 9, 2021
    View filing
  • XOM Exxon Mobil CorporationOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Mar 10, 2021 → Apr 9, 2021
    View filing
  • ACN Accenture plc Class A Ordinary SharesOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Feb 12, 2021 → Mar 15, 2021
    View filing
  • 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
    View filing
  • OKE ONEOK, Inc.Owner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Feb 12, 2021 → Mar 15, 2021
    View filing
  • TXN Texas Instruments IncorporatedOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Feb 8, 2021 → Mar 15, 2021
    View filing
  • FSKR FS KKR Capital Corp. IIOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Jan 11, 2021 → Feb 17, 2021
    View filing
  • 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
    View filing
  • WMB Williams Companies, Inc.Owner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Dec 28, 2020 → Jan 15, 2021
    View filing
  • HD Home Depot, Inc.Owner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Dec 17, 2020 → Jan 15, 2021
    View filing
  • XOM Exxon Mobil CorporationOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Dec 10, 2020 → Jan 15, 2021
    View filing
  • MSFT Microsoft CorporationOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Dec 10, 2020 → Jan 15, 2021
    View filing
Source: House Clerk PTRs and Senate eFD. Amounts are disclosed ranges; “2 ×” means two same-day lots, each in that range. “Filed” is the first report; a later amendment is noted under it and linked beside the filing. In House filings, owner “Self” includes trusts and accounts filed without an owner. Options are labelled as options, never as a purchase or sale of the stock.

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.