STOCK Act Trading Log

Sheldon Whitehouse Stock Trades

Detailed transaction history for this member.

Last Sync 9/24/2026
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Sheldon Whitehouse

Sheldon Whitehouse

senate Democrat RI W000802

977 trades tracked · 132 spouse · 206 late filings · avg lag 97.1d

Official site ↗

Committees

  • Senate Committee on Environment and Public Works
  • SSEV09
  • SSEV10
  • SSEV15
  • SSEV08
  • Senate Committee on Finance
  • SSFI10
  • SSFI13
  • +9 more

Est. volume

$14,576,000

Range midpoints

Buys / Sells

490 / 459

Spouse share

13.5%

Late (>45d)

206

Tx Date Ticker Asset Type Owner Amount Disclosed Lag
Aug 13, 2026 NVDA ↗ NVIDIA Corporation Sale Spouse $1,001 - $15,000 Sep 2, 2026 20d
Aug 13, 2026 LRCX ↗ Lam Research Corp Sale Spouse $1,001 - $15,000 Sep 2, 2026 20d
Aug 12, 2026 AMGN ↗ Amgen Inc Sale Spouse $1,001 - $15,000 Sep 2, 2026 21d
Aug 13, 2026 NVDA ↗ NVIDIA Corporation Sale Self $15,001 - $50,000 Sep 2, 2026 20d
Aug 6, 2026 SDZNY ↗ SANDOZ GROUP AG Sale Self $1,001 - $15,000 Sep 2, 2026 27d
Jul 20, 2026 LOW ↗ Lowe's Cos Inc Sale Self $1,001 - $15,000 Aug 3, 2026 14d
Jun 30, 2026 NVDA ↗ NVIDIA Corporation Sale Self $15,001 - $50,000 Jul 8, 2026 8d
Jun 25, 2026 MU ↗ Micron Technology Inc Purchase Self $1,001 - $15,000 Jul 8, 2026 13d
Jun 25, 2026 CCI ↗ Crown Castle International Corp Sale Self $1,001 - $15,000 Jul 8, 2026 13d
Jun 24, 2026 AAPL ↗ Apple Inc Sale Spouse $15,001 - $50,000 Jul 8, 2026 14d
Jun 25, 2026 COHR ↗ Coherent Corp Purchase Self $15,001 - $50,000 Jul 8, 2026 13d
Jun 24, 2026 AAPL ↗ Apple Inc Sale Self $15,001 - $50,000 Jul 8, 2026 14d
May 8, 2026 NVDA ↗ NVIDIA Corporation Sale Self $100,001 - $250,000 Jun 2, 2026 25d
May 7, 2026 ORCL ↗ Oracle Corp Sale Self $15,001 - $50,000 Jun 2, 2026 26d
May 8, 2026 NVDA ↗ NVIDIA Corporation Sale Spouse $100,001 - $250,000 Jun 2, 2026 25d
Apr 13, 2026 JPM ↗ JPMorgan Chase & Co Sale Self $15,001 - $50,000 May 4, 2026 21d
Mar 30, 2026 PEP ↗ PepsiCo Inc Sale Spouse $1,001 - $15,000 Apr 8, 2026 9d
Feb 23, 2026 VZ ↗ Verizon Communications Inc Sale Spouse $1,001 - $15,000 Mar 6, 2026 11d
Feb 23, 2026 PEP ↗ PepsiCo Inc Sale Spouse $1,001 - $15,000 Mar 6, 2026 11d
Feb 23, 2026 MA ↗ Mastercard Inc Sale Spouse $1,001 - $15,000 Mar 6, 2026 11d
Feb 23, 2026 HD ↗ The Home Depot Inc Sale Self $1,001 - $15,000 Mar 6, 2026 11d
Feb 23, 2026 PEP ↗ PepsiCo Inc Sale Self $1,001 - $15,000 Mar 6, 2026 11d
Jan 9, 2026 SBUX ↗ Starbucks Corp Sale (Full) Spouse $1,001 - $15,000 Feb 4, 2026 26d
Jan 9, 2026 SBUX ↗ Starbucks Corp Sale Spouse $1,001 - $15,000 Feb 4, 2026 26d
Jan 9, 2026 NVDA ↗ NVIDIA Corporation Sale Spouse $1,001 - $15,000 Feb 4, 2026 26d
Jan 9, 2026 SBUX ↗ Starbucks Corp Sale (Full) Self $1,001 - $15,000 Feb 4, 2026 26d
Jan 9, 2026 MCD ↗ McDonald's Corp Sale Spouse $15,001 - $50,000 Feb 4, 2026 26d
Jan 9, 2026 NVDA ↗ Nvidia Corp Sale (Partial) Spouse $1,001 - $15,000 Feb 4, 2026 26d
Jan 9, 2026 NVDA ↗ Nvidia Corp Sale (Partial) Self $1,001 - $15,000 Feb 4, 2026 26d
Jan 9, 2026 HD ↗ The Home Depot Inc Sale Self $1,001 - $15,000 Feb 4, 2026 26d
Jan 9, 2026 HD ↗ Home Depot Sale (Partial) Self $1,001 - $15,000 Feb 4, 2026 26d
Jan 9, 2026 MCD ↗ McDonald's Corp Sale (Full) Spouse $15,001 - $50,000 Feb 4, 2026 26d
Jan 9, 2026 NVDA ↗ NVIDIA Corporation Sale Self $1,001 - $15,000 Feb 4, 2026 26d
Jan 9, 2026 SBUX ↗ Starbucks Corp Sale Self $1,001 - $15,000 Feb 4, 2026 26d
Nov 21, 2025 HSY ↗ Hershey Foods Corp Purchase Self $1,001 - $15,000 Dec 1, 2025 10d
Nov 21, 2025 KO ↗ Coca-Cola Company Purchase Self $1,001 - $15,000 Dec 1, 2025 10d
Nov 21, 2025 GH ↗ Guardant Health Inc Purchase Self $1,001 - $15,000 Dec 1, 2025 10d
Nov 21, 2025 KO ↗ The Coca-Cola Co Purchase Self $1,001 - $15,000 Dec 1, 2025 10d
Nov 21, 2025 HSY ↗ The Hershey Co Purchase Self $1,001 - $15,000 Dec 1, 2025 10d
Oct 27, 2025 PGR ↗ Progressive Corp Sale (Full) Spouse $15,001 - $50,000 Nov 3, 2025 7d
Oct 20, 2025 NVDA ↗ NVIDIA Corporation Sale Self $15,001 - $50,000 Nov 3, 2025 14d
Oct 27, 2025 PGR ↗ The Progressive Corp Sale Spouse $15,001 - $50,000 Nov 3, 2025 7d
Oct 20, 2025 NVDA ↗ Nvidia Corp Sale (Partial) Self $15,001 - $50,000 Nov 3, 2025 14d
Sep 4, 2025 UNH ↗ Unitedhealth Group Inc Sale (Full) Self $15,001 - $50,000 Oct 3, 2025 29d
Sep 4, 2025 VZ ↗ Verizon Communications Inc Sale (Full) Self $1,001 - $15,000 Oct 3, 2025 29d
Sep 4, 2025 HON ↗ Honeywell International Inc Sale Self $15,001 - $50,000 Oct 3, 2025 29d
Sep 4, 2025 AMGN ↗ Amgen Inc Sale Self $1,001 - $15,000 Oct 3, 2025 29d
Sep 4, 2025 AMGN ↗ Amgen Inc Sale (Full) Self $1,001 - $15,000 Oct 3, 2025 29d
Sep 4, 2025 AAPL ↗ Apple Inc Sale Self $15,001 - $50,000 Oct 3, 2025 29d
Sep 4, 2025 NVDA ↗ NVIDIA Corporation Sale Self $15,001 - $50,000 Oct 3, 2025 29d
Sep 4, 2025 MSFT ↗ Microsoft Corp Sale Self $15,001 - $50,000 Oct 3, 2025 29d
Sep 4, 2025 MSFT ↗ Microsoft Corp Sale (Partial) Self $15,001 - $50,000 Oct 3, 2025 29d
Sep 4, 2025 AAPL ↗ Apple Inc Sale (Partial) Self $15,001 - $50,000 Oct 3, 2025 29d
Sep 4, 2025 NVDA ↗ Nvidia Corp Sale (Partial) Self $15,001 - $50,000 Oct 3, 2025 29d
Sep 4, 2025 HON ↗ Honeywell International Inc Sale (Full) Self $15,001 - $50,000 Oct 3, 2025 29d
Sep 4, 2025 UNH ↗ Unitedhealth Group Inc Sale Self $15,001 - $50,000 Oct 3, 2025 29d
Sep 4, 2025 VZ ↗ Verizon Communications Inc Sale Self $1,001 - $15,000 Oct 3, 2025 29d
Aug 28, 2025 UNH ↗ Unitedhealth Group Inc Sale (Full) Spouse $15,001 - $50,000 Sep 3, 2025 6d
Aug 28, 2025 DHR ↗ Danaher Corp Sale Self $1,001 - $15,000 Sep 3, 2025 6d
Aug 28, 2025 KVUE ↗ KENVUE INC Sale Spouse $1,001 - $15,000 Sep 3, 2025 6d
Aug 28, 2025 LRCX ↗ Lam Research Corp Sale Spouse $15,001 - $50,000 Sep 3, 2025 6d
Aug 28, 2025 UNH ↗ Unitedhealth Group Inc Sale Spouse $15,001 - $50,000 Sep 3, 2025 6d
Aug 28, 2025 LRCX ↗ Lam Research Corp Sale (Partial) Spouse $15,001 - $50,000 Sep 3, 2025 6d
Aug 28, 2025 KVUE ↗ Kenvue Inc Sale (Full) Spouse $1,001 - $15,000 Sep 3, 2025 6d
Aug 28, 2025 DHR ↗ Danaher Corp Sale (Full) Self $1,001 - $15,000 Sep 3, 2025 6d
Jul 7, 2025 NVDA ↗ NVIDIA Corporation Sale Spouse $15,001 - $50,000 Aug 4, 2025 28d
Jul 3, 2025 ADI ↗ Analog Devices Sale (Full) Self $15,001 - $50,000 Aug 4, 2025 32d
Jul 7, 2025 NVDA ↗ Nvidia Corp Sale (Partial) Spouse $15,001 - $50,000 Aug 4, 2025 28d
Jul 3, 2025 ADI ↗ Analog Devices Inc Sale Self $15,001 - $50,000 Aug 4, 2025 32d
Apr 14, 2025 NVDA ↗ Nvidia Corp Sale (Partial) Spouse $15,001 - $50,000 May 13, 2025 29d
Apr 11, 2025 SBUX ↗ Starbucks Corp Sale (Partial) Self $1,001 - $15,000 May 13, 2025 32d
Apr 14, 2025 AAPL ↗ Apple Inc Sale (Partial) Self $15,001 - $50,000 May 13, 2025 29d
Apr 29, 2025 EL ↗ Estee Lauder Companies Sale (Full) Self $1,001 - $15,000 May 13, 2025 14d
Apr 14, 2025 SBUX ↗ Starbucks Corp Sale (Partial) Self $15,001 - $50,000 May 13, 2025 29d
Apr 14, 2025 NVDA ↗ NVIDIA Corporation Sale Spouse $15,001 - $50,000 May 13, 2025 29d
Apr 11, 2025 SBUX ↗ Starbucks Corp Sale Spouse $1,001 - $15,000 May 13, 2025 32d
Apr 29, 2025 EL ↗ The Estee Lauder Cos Inc Sale Self $1,001 - $15,000 May 13, 2025 14d
Apr 3, 2025 HON ↗ Honeywell International Inc Sale Spouse $15,001 - $50,000 May 13, 2025 40d
Apr 3, 2025 HON ↗ Honeywell International Inc Sale (Full) Spouse $15,001 - $50,000 May 13, 2025 40d
Apr 11, 2025 SBUX ↗ Starbucks Corp Sale Self $1,001 - $15,000 May 13, 2025 32d
Apr 11, 2025 SBUX ↗ Starbucks Corporation - Common Stock Sale (Partial) Spouse $1,001 - $15,000 May 13, 2025 32d
Apr 14, 2025 SBUX ↗ Starbucks Corp Sale Self $15,001 - $50,000 May 13, 2025 29d
Apr 14, 2025 AAPL ↗ Apple Inc Sale Self $15,001 - $50,000 May 13, 2025 29d
Jan 6, 2025 NVDA ↗ Nvidia Corp Sale (Partial) Self $15,001 - $50,000 Jan 8, 2025 2d
Dec 19, 2024 LRCX ↗ Lam Research Corp Sale (Full) Self $15,001 - $50,000 Jan 8, 2025 20d
Dec 19, 2024 AAPL ↗ Apple Inc Sale (Partial) Self $15,001 - $50,000 Jan 8, 2025 20d
Nov 19, 2024 MET ↗ Metlife Inc Sale (Full) Spouse $1,001 - $15,000 Dec 5, 2024 16d
Nov 18, 2024 KVUE ↗ Kenvue Inc Sale (Full) Self $1,001 - $15,000 Dec 5, 2024 17d
Oct 29, 2024 DIS ↗ Walt Disney Company Sale (Full) Spouse $1,001 - $15,000 Nov 7, 2024 9d
Oct 28, 2024 TSLA ↗ Tesla Inc Sale (Full) Spouse $100,001 - $250,000 Nov 7, 2024 10d
Oct 29, 2024 MA ↗ Mastercard Inc Sale (Partial) Self $1,001 - $15,000 Nov 7, 2024 9d
Oct 8, 2024 KO ↗ Coca-Cola Company Purchase Self $1,001 - $15,000 Nov 7, 2024 30d
Oct 8, 2024 CELH ↗ Celsius Holdings Inc Sale (Full) Self $1,001 - $15,000 Nov 7, 2024 30d
Oct 28, 2024 TSLA ↗ Tesla Inc Sale (Full) Self $15,001 - $50,000 Nov 7, 2024 10d
Oct 30, 2024 LLY ↗ Eli Lilly and Company Purchase Self $15,001 - $50,000 Nov 7, 2024 8d
Oct 29, 2024 SBUX ↗ Starbucks Corp Sale (Partial) Self $1,001 - $15,000 Nov 7, 2024 9d
Oct 29, 2024 VZ ↗ Verizon Communications Inc Sale (Partial) Self $1,001 - $15,000 Nov 7, 2024 9d
Oct 11, 2024 TSLA ↗ Tesla Inc Sale (Partial) Self $15,001 - $50,000 Nov 7, 2024 27d
Oct 29, 2024 HON ↗ Honeywell International Inc Sale (Partial) Self $1,001 - $15,000 Nov 7, 2024 9d
Oct 29, 2024 MA ↗ Mastercard Inc Sale (Partial) Spouse $1,001 - $15,000 Nov 7, 2024 9d
Oct 29, 2024 VZ ↗ Verizon Communications Inc Sale (Partial) Spouse $1,001 - $15,000 Nov 7, 2024 9d
Oct 29, 2024 SBUX ↗ Starbucks Corp Sale (Partial) Spouse $1,001 - $15,000 Nov 7, 2024 9d
Sep 17, 2024 AMGN ↗ Amgen Inc Sale (Partial) Self $1,001 - $15,000 Oct 10, 2024 23d
Aug 15, 2024 SNOW ↗ Snowflake Inc Cl A Sale (Full) Spouse $1,001 - $15,000 Sep 4, 2024 20d
Jul 3, 2024 MCD ↗ McDonald's Corp Sale (Full) Self $1,001 - $15,000 Aug 21, 2024 49d
Jul 3, 2024 JNJ ↗ Johnson & Johnson Sale (Full) Self $15,001 - $50,000 Aug 21, 2024 49d
Jul 25, 2024 DIS ↗ Walt Disney Company Sale (Full) Self $1,001 - $15,000 Aug 21, 2024 27d
Jul 30, 2024 CAG ↗ Conagra Brands Inc Sale (Full) Self $1,001 - $15,000 Aug 21, 2024 22d
Jul 3, 2024 JNJ ↗ Johnson & Johnson Sale (Full) Spouse $15,001 - $50,000 Aug 21, 2024 49d
Jul 30, 2024 CAG ↗ Conagra Brands Inc Sale (Full) Spouse $1,001 - $15,000 Aug 21, 2024 22d
Jun 27, 2024 GS ↗ Goldman Sachs Group, Inc. (The) Common S... Purchase Self $1,001 - $15,000 Jul 16, 2024 19d
Jun 13, 2024 MSFT ↗ Microsoft Corp Purchase Self $1,001 - $15,000 Jul 16, 2024 33d
Jun 13, 2024 HD ↗ Home Depot Purchase Self $1,001 - $15,000 Jul 16, 2024 33d
May 8, 2024 DEO ↗ Diageo Plc ADR Sale (Full) Self $15,001 - $50,000 Jun 6, 2024 29d
May 10, 2024 CCI ↗ Crown Castle Inc Purchase Self $1,001 - $15,000 Jun 6, 2024 27d
Apr 9, 2024 DHR ↗ Danaher Corp Sale (Full) Spouse $15,001 - $50,000 May 20, 2024 41d
Apr 9, 2024 IR ↗ Ingersoll Rand Inc Sale (Full) Spouse $1,001 - $15,000 May 20, 2024 41d
Apr 9, 2024 UL ↗ Unilever Plc ADR Sale (Full) Spouse $1,001 - $15,000 May 20, 2024 41d
Apr 9, 2024 NVS ↗ Novartis Ag ADR Sale (Partial) Self $1,001 - $15,000 May 20, 2024 41d
Apr 9, 2024 RTX ↗ RTX Corporation Common Stock Sale (Full) Spouse $15,001 - $50,000 May 20, 2024 41d
Mar 13, 2024 CMCSA ↗ Comcast Corp A Sale (Full) Self $15,001 - $50,000 Apr 24, 2024 42d
Mar 22, 2024 UL ↗ Unilever Plc ADR Sale (Full) Self $1,001 - $15,000 Apr 24, 2024 33d
Dec 7, 2023 TGT ↗ Target Corp Sale (Full) Self $15,001 - $50,000 Jan 18, 2024 42d
Dec 14, 2023 LLY ↗ Eli Lilly and Company Purchase Spouse $1,001 - $15,000 Jan 18, 2024 35d
Dec 14, 2023 SNOW ↗ Snowflake Inc Cl A Purchase Spouse $1,001 - $15,000 Jan 18, 2024 35d
Dec 7, 2023 KO ↗ Coca-Cola Company Purchase Self $1,001 - $15,000 Jan 18, 2024 42d
Dec 11, 2023 PFE ↗ Pfizer Inc Sale (Full) Self $1,001 - $15,000 Jan 18, 2024 38d
Nov 16, 2023 KMB ↗ Kimberly-Clark Corp Sale (Full) Self $50,001 - $100,000 Dec 7, 2023 21d
Nov 8, 2023 CELH ↗ Celsius Holdings Inc Purchase Self $1,001 - $15,000 Dec 7, 2023 29d
Nov 29, 2023 VLTO ↗ Veralto Corporation Sale (Full) Spouse $1,001 - $15,000 Dec 7, 2023 8d
Nov 29, 2023 VLTO ↗ Veralto Corporation Sale (Full) Self $1,001 - $15,000 Dec 7, 2023 8d
Sep 20, 2023 WBD ↗ Warner Bros. Discovery, Inc. - Series A ... Sale (Full) Self $1,001 - $15,000 Oct 17, 2023 27d
Sep 20, 2023 IR ↗ Ingersoll Rand Inc Sale (Full) Self $1,001 - $15,000 Oct 17, 2023 27d
Sep 20, 2023 VZ ↗ Verizon Communications Inc Purchase Self $1,001 - $15,000 Oct 17, 2023 27d
Sep 20, 2023 INTC ↗ Intel Corp Sale (Full) Spouse $1,001 - $15,000 Oct 17, 2023 27d
Sep 20, 2023 LLY ↗ Eli Lilly and Company Purchase Self $15,001 - $50,000 Oct 17, 2023 27d
Sep 20, 2023 MET ↗ Metlife Inc Sale (Full) Self $1,001 - $15,000 Oct 17, 2023 27d
Sep 20, 2023 MMM ↗ 3M Company Sale (Full) Self $15,001 - $50,000 Oct 17, 2023 27d
Sep 20, 2023 T ↗ AT&T Inc Sale (Full) Self $15,001 - $50,000 Oct 17, 2023 27d
Sep 20, 2023 KVUE ↗ Kenvue Inc Purchase Self $1,001 - $15,000 Oct 17, 2023 27d
Sep 20, 2023 PYPL ↗ Paypal Holdings Sale (Full) Spouse $1,001 - $15,000 Oct 17, 2023 27d
Sep 20, 2023 C ↗ Citigroup Inc Sale (Full) Spouse $1,001 - $15,000 Oct 17, 2023 27d
Sep 20, 2023 T ↗ AT&T Inc Sale (Full) Spouse $1,001 - $15,000 Oct 17, 2023 27d
Sep 20, 2023 BTO ↗ John Hancock Financial Opportunities Fun... Sale (Full) Spouse $1,001 - $15,000 Oct 17, 2023 27d
Sep 20, 2023 WBD ↗ Warner Bros. Discovery, Inc. - Series A ... Sale (Full) Spouse $1,001 - $15,000 Oct 17, 2023 27d
Sep 20, 2023 NVS ↗ Novartis Ag ADR Purchase Self $15,001 - $50,000 Oct 17, 2023 27d
Sep 20, 2023 TSLA ↗ Tesla Inc Purchase Self $1,001 - $15,000 Oct 17, 2023 27d
Sep 20, 2023 SQ ↗ Block, Inc. Class A Common Stock, Sale (Full) Self $1,001 - $15,000 Oct 17, 2023 27d
Aug 24, 2023 JNJ ↗ Johnson & Johnson Common Stock (Exchange... Exchange Spouse $1,001 - $15,000 Oct 3, 2023 40d
Aug 24, 2023 JNJ ↗ Johnson & Johnson Common Stock (Exchange... Exchange Self $1,001 - $15,000 Oct 3, 2023 40d
Aug 24, 2023 KVUE ↗ KENVUE INC Exchange Self $1,001 - $15,000 Oct 3, 2023 40d
Aug 24, 2023 KVUE ↗ KENVUE INC Exchange Spouse $1,001 - $15,000 Oct 3, 2023 40d
Apr 18, 2023 ESS ↗ Essex Property Trust, Inc. Common Stock Sale (Full) Spouse $1,001 - $15,000 May 17, 2023 29d
Apr 18, 2023 ESS ↗ Essex Property Trust, Inc. Common Stock Sale (Full) Self $1,001 - $15,000 May 17, 2023 29d
Nov 29, 2022 C ↗ Citigroup, Inc. Common Stock Sale (Full) Spouse $1,001 - $15,000 Dec 30, 2022 31d
Nov 29, 2022 C ↗ Citigroup, Inc. Common Stock Sale (Full) Self $1,001 - $15,000 Dec 30, 2022 31d
Apr 11, 2022 T ↗ AT&T Inc. (Exchanged) Warner Bros. Disco... Exchange Spouse $1,001 - $15,000 May 24, 2022 43d
Apr 11, 2022 WBD ↗ Warner Bros Discover Inc Exchange Self $1,001 - $15,000 May 24, 2022 43d
Apr 11, 2022 T ↗ AT&T Inc. (Exchanged) Warner Bros. Disco... Exchange Self $1,001 - $15,000 May 24, 2022 43d
Apr 11, 2022 WBD ↗ Warner Bros Discover Inc Exchange Spouse $1,001 - $15,000 May 24, 2022 43d
Jan 28, 2022 TGT ↗ Target Corporation Common Stock Purchase Self $15,001 - $50,000 Mar 16, 2022 47d
Jan 28, 2022 TSLA ↗ Tesla, Inc. - Common Stock Purchase Self $15,001 - $50,000 Mar 16, 2022 47d
Aug 30, 2021 BABA ↗ Alibaba Group Holding Limited American D... Sale (Full) Spouse $1,001 - $15,000 Sep 13, 2021 14d
Aug 30, 2021 T ↗ AT&T Inc. Sale (Full) Joint $15,001 - $50,000 Sep 13, 2021 14d
Aug 30, 2021 MCHP ↗ Microchip Technology Incorporated - Comm... Sale (Full) Joint $15,001 - $50,000 Sep 13, 2021 14d
Oct 9, 2020 FTV ↗ Fortive Corporation (Exchanged) Vontier ... Exchange Self $1,001 - $15,000 Aug 6, 2021 301d
Apr 28, 2021 INTC ↗ Intel Corporation Sale (Full) Self $15,001 - $50,000 Jun 6, 2021 39d
Oct 9, 2020 FTVVNT ↗ Fortive Corporation (Exchanged) <br> Von... Exchange Self $1,001 - $15,000 Nov 19, 2020 41d
Oct 9, 2020 FTV ↗ Fortive Corporation (Exchanged) Vontier ... Exchange Self $1,001 - $15,000 Nov 19, 2020 41d
Sep 30, 2020 TT ↗ Trane Technologies plc Sale (Full) Self $15,001 - $50,000 Oct 27, 2020 27d
Sep 9, 2020 CB ↗ Chubb Limited Sale (Full) Joint $15,001 - $50,000 Oct 27, 2020 48d
Sep 30, 2020 TT ↗ Trane Technologies plc Sale (Full) Joint $15,001 - $50,000 Oct 27, 2020 27d
Jul 5, 2019 IBM ↗ International Business Machines Corporat... Sale (Full) Self $1,001 - $15,000 Aug 7, 2020 399d
Jul 5, 2019 IBM ↗ International Business Machines Corporat... Sale (Full) Spouse $1,001 - $15,000 Aug 7, 2020 399d
Apr 7, 2020 CARR ↗ Carrier Global Corporation Sale (Full) Self $1,001 - $15,000 May 27, 2020 50d
Apr 7, 2020 OTIS ↗ Otis Worldwide Corporation Sale (Full) Self $1,001 - $15,000 May 27, 2020 50d
Apr 7, 2020 OTIS ↗ Otis Worldwide Corporation Sale (Full) Joint $1,001 - $15,000 May 27, 2020 50d
Apr 3, 2020 RTX ↗ UTX - United Technologies Corporation (E... Exchange Self $15,001 - $50,000 May 27, 2020 54d
Apr 3, 2020 RTN ↗ Raytheon Company (Exchanged) Raytheon Te... Exchange Joint $15,001 - $50,000 May 27, 2020 54d
Apr 7, 2020 UTX ↗ Raytheon Technologies Corporation (Excha... Exchange Joint $1,001 - $15,000 May 27, 2020 50d
Apr 7, 2020 CARR ↗ Carrier Global Corporation Sale (Full) Joint $1,001 - $15,000 May 27, 2020 50d
Apr 7, 2020 UTX ↗ Raytheon Technologies Corporation (Excha... Exchange Self $1,001 - $15,000 May 27, 2020 50d
Mar 11, 2020 SIEGY ↗ Siemens Aktiengesellschaft Sale (Full) Self $15,001 - $50,000 Apr 14, 2020 34d
Mar 11, 2020 ILMN ↗ Illumina, Inc. Sale (Full) Self $1,001 - $15,000 Apr 14, 2020 34d
Mar 11, 2020 CGNX ↗ Cognex Corporation Sale (Full) Self $15,001 - $50,000 Apr 14, 2020 34d
Feb 13, 2020 DLR ↗ Digital Realty Trust, Inc. Purchase Self $15,001 - $50,000 Mar 31, 2020 47d
Feb 13, 2020 WM ↗ Waste Management, Inc. Sale (Full) Self $15,001 - $50,000 Mar 31, 2020 47d
Dec 19, 2019 IBM ↗ International Business Machines Corporat... Sale (Full) Joint $1,001 - $15,000 Jan 8, 2020 20d
Aug 27, 2019 T ↗ AT&T Inc. Purchase Self $1,001 - $15,000 Oct 8, 2019 42d
Aug 27, 2019 TSLA ↗ Tesla, Inc. Sale (Full) Self $15,001 - $50,000 Oct 8, 2019 42d
Aug 27, 2019 TSLA ↗ Tesla, Inc. Sale (Full) Joint $1,001 - $15,000 Oct 8, 2019 42d
Aug 27, 2019 CVS ↗ CVS Health Corporation Purchase Self $1,001 - $15,000 Oct 8, 2019 42d
Jun 5, 2019 NSRGY ↗ Nestlé S.A. Sale (Full) Joint $15,001 - $50,000 Jul 18, 2019 43d
Jun 5, 2019 KO ↗ The Coca-Cola Company Purchase Self $1,001 - $15,000 Jul 18, 2019 43d
May 17, 2019 NVDA ↗ NVIDIA Corporation Purchase Joint $1,001 - $15,000 Jun 11, 2019 25d
May 16, 2019 CVS ↗ CVS Health Corporation Purchase Self $1,001 - $15,000 Jun 11, 2019 26d
Apr 18, 2019 INTC ↗ Intel Corporation Purchase Self $15,001 - $50,000 May 8, 2019 20d
Apr 18, 2019 INTC ↗ Intel Corporation Purchase Spouse $1,001 - $15,000 May 8, 2019 20d
Apr 18, 2019 SQ ↗ Square, Inc. Purchase Self $1,001 - $15,000 May 8, 2019 20d
Apr 18, 2019 SIEGY ↗ Siemens Aktiengesellschaft Purchase Self $15,001 - $50,000 May 8, 2019 20d
Apr 18, 2019 MCD ↗ McDonald's Corporation Purchase Joint $1,001 - $15,000 May 8, 2019 20d
Apr 18, 2019 PGR ↗ The Progressive Corporation Purchase Spouse $1,001 - $15,000 May 8, 2019 20d
Apr 18, 2019 CGNX ↗ Cognex Corporation Purchase Self $15,001 - $50,000 May 8, 2019 20d
Apr 18, 2019 TEL ↗ TE Connectivity Ltd. Sale (Full) Joint $1,001 - $15,000 May 8, 2019 20d
Apr 18, 2019 T ↗ AT&T Inc. Purchase Self $1,001 - $15,000 May 8, 2019 20d
Apr 18, 2019 VZ ↗ Verizon Communications Inc. Purchase Self $1,001 - $15,000 May 8, 2019 20d
Mar 15, 2019 BA ↗ The Boeing Company Sale (Full) Joint $15,001 - $50,000 Apr 17, 2019 33d
Mar 22, 2019 BIIB ↗ Biogen Inc. Sale (Full) Spouse $1,001 - $15,000 Apr 17, 2019 26d
Mar 15, 2019 BA ↗ The Boeing Company Sale (Full) Spouse $1,001 - $15,000 Apr 17, 2019 33d
Feb 27, 2019 PG ↗ The Procter & Gamble Company Purchase Joint $1,001 - $15,000 Mar 25, 2019 26d
Feb 27, 2019 PEP ↗ PepsiCo, Inc. Purchase Joint $1,001 - $15,000 Mar 25, 2019 26d
Feb 27, 2019 T ↗ AT&T Inc. Purchase Joint $1,001 - $15,000 Mar 25, 2019 26d
Feb 27, 2019 NFLX ↗ Netflix, Inc. Sale (Partial) Spouse $1,001 - $15,000 Mar 25, 2019 26d
Feb 27, 2019 NSRGY ↗ Nestlé S.A. Sale (Partial) Joint $15,001 - $50,000 Mar 25, 2019 26d
Feb 27, 2019 FB ↗ Facebook, Inc. Sale (Full) Joint $15,001 - $50,000 Mar 25, 2019 26d
Feb 12, 2019 HAS ↗ Hasbro, Inc. Sale (Partial) Self $15,001 - $50,000 Mar 25, 2019 41d
Jan 24, 2019 T ↗ AT&T Inc. Purchase Self $1,001 - $15,000 Feb 12, 2019 19d
Dec 4, 2018 FB ↗ Facebook, Inc. Sale (Full) Spouse $1,001 - $15,000 Jan 10, 2019 37d
Dec 4, 2018 ETN ↗ Eaton Corporation plc Sale (Full) Joint $1,001 - $15,000 Jan 10, 2019 37d
Dec 4, 2018 BUD ↗ Anheuser-Busch InBev SA/NV Sale (Full) Joint $1,001 - $15,000 Jan 10, 2019 37d
Dec 4, 2018 REZI ↗ Resideo Technologies, Inc. Sale (Full) Joint $1,001 - $15,000 Jan 10, 2019 37d
Dec 28, 2018 F ↗ Ford Motor Company Sale (Full) Joint $1,001 - $15,000 Jan 10, 2019 13d
Dec 4, 2018 UNP ↗ Union Pacific Corporation Sale (Partial) Self $15,001 - $50,000 Jan 10, 2019 37d
Dec 28, 2018 NVDA ↗ NVIDIA Corporation Purchase Joint $1,001 - $15,000 Jan 10, 2019 13d
Dec 28, 2018 BMY ↗ Bristol-Myers Squibb Company Sale (Full) Joint $15,001 - $50,000 Jan 10, 2019 13d
Dec 28, 2018 AMZN ↗ Amazon.com, Inc. Purchase Joint $1,001 - $15,000 Jan 10, 2019 13d
Dec 3, 2018 BUD ↗ Anheuser-Busch InBev SA/NV Sale (Full) Self $15,001 - $50,000 Jan 10, 2019 38d
Dec 3, 2018 REZI ↗ Resideo Technologies, Inc. Sale (Full) Self $1,001 - $15,000 Jan 10, 2019 38d
Dec 28, 2018 F ↗ Ford Motor Company Sale (Full) Self $1,001 - $15,000 Jan 10, 2019 13d
Dec 19, 2018 COF ↗ Capital One Financial Corporation Sale (Full) Self $1,001 - $15,000 Jan 10, 2019 22d
Dec 28, 2018 TSLA ↗ Tesla, Inc. Purchase Self $1,001 - $15,000 Jan 10, 2019 13d
Dec 28, 2018 SQ ↗ Square, Inc. Purchase Self $1,001 - $15,000 Jan 10, 2019 13d
Dec 4, 2018 AAPL ↗ Apple Inc. Sale (Partial) Self $15,001 - $50,000 Jan 10, 2019 37d
Dec 4, 2018 GS ↗ The Goldman Sachs Group, Inc. Sale (Full) Joint $15,001 - $50,000 Jan 10, 2019 37d
Dec 28, 2018 T ↗ AT&T Inc. Sale (Partial) Joint $1,001 - $15,000 Jan 10, 2019 13d
Dec 28, 2018 TSLA ↗ Tesla, Inc. Purchase Joint $1,001 - $15,000 Jan 10, 2019 13d
Dec 3, 2018 C ↗ Citigroup Inc. Sale (Full) Self $1,001 - $15,000 Jan 10, 2019 38d
Dec 28, 2018 ILMN ↗ Illumina, Inc. Purchase Self $1,001 - $15,000 Jan 10, 2019 13d
Nov 19, 2018 IBM ↗ International Business Machines Corporat... Sale (Partial) Self $1,001 - $15,000 Dec 21, 2018 32d
Nov 19, 2018 IBM ↗ International Business Machines Corporat... Sale (Partial) Joint $1,001 - $15,000 Dec 21, 2018 32d
Nov 19, 2018 F ↗ Ford Motor Company Sale (Partial) Joint $1,001 - $15,000 Dec 21, 2018 32d
Nov 29, 2018 AET ↗ Aetna Inc. (Exchanged) CVS Health Corpor... Exchange Self $15,001 - $50,000 Dec 21, 2018 22d
Nov 29, 2018 AETCVS ↗ Aetna Inc. (Exchanged) <br> CVS Health C... Exchange Self $15,001 - $50,000 Dec 21, 2018 22d
Nov 19, 2018 KHC ↗ The Kraft Heinz Company Sale (Full) Joint $1,001 - $15,000 Dec 21, 2018 32d
Oct 23, 2018 NVDA ↗ NVIDIA Corporation Purchase Joint $1,001 - $15,000 Nov 15, 2018 23d
Oct 25, 2018 LRCX ↗ Lam Research Corporation Purchase Spouse $1,001 - $15,000 Nov 15, 2018 21d
Sep 7, 2018 F ↗ Ford Motor Company Purchase Joint $1,001 - $15,000 Oct 22, 2018 45d
Sep 28, 2018 ON ↗ ON Semiconductor Corporation Sale (Full) Self $1,001 - $15,000 Oct 22, 2018 24d
Aug 28, 2018 LRCX ↗ Lam Research Corporation Purchase Spouse $1,001 - $15,000 Sep 7, 2018 10d
Aug 28, 2018 T ↗ AT&T Inc. Purchase Spouse $1,001 - $15,000 Sep 7, 2018 10d
Aug 6, 2018 T ↗ AT&T Inc. Purchase Self $1,001 - $15,000 Sep 7, 2018 32d
Aug 28, 2018 WMT ↗ Walmart Inc. Purchase Joint $15,001 - $50,000 Sep 7, 2018 10d
Aug 28, 2018 BABA ↗ Alibaba Group Holding Limited Purchase Spouse $1,001 - $15,000 Sep 7, 2018 10d
Aug 28, 2018 GS ↗ The Goldman Sachs Group, Inc. Purchase Spouse $1,001 - $15,000 Sep 7, 2018 10d
Aug 28, 2018 WMT ↗ Walmart Inc. Purchase Spouse $1,001 - $15,000 Sep 7, 2018 10d
Aug 6, 2018 BRK-B ↗ Berkshire Hathaway Inc. Purchase Self $1,001 - $15,000 Sep 7, 2018 32d
Sep 20, 2017 GILD ↗ Gilead Sciences, Inc. Sale (Full) Spouse $1,001 - $15,000 Aug 10, 2018 324d
Jul 9, 2018 MCHP ↗ Microchip Technology Incorporated Sale (Partial) Joint $15,001 - $50,000 Aug 7, 2018 29d
Jul 9, 2018 MCHP ↗ Microchip Technology Incorporated Sale (Partial) Self $15,001 - $50,000 Aug 7, 2018 29d
Jun 13, 2018 BTO ↗ John Hancock Financial Opportunities Fun... Purchase Joint $1,001 - $15,000 Jul 13, 2018 30d
Jun 6, 2018 WMT ↗ Walmart Inc. Purchase Spouse $1,001 - $15,000 Jul 13, 2018 37d
Jun 13, 2018 T ↗ AT&T Inc. Purchase Joint $1,001 - $15,000 Jul 13, 2018 30d
Jun 13, 2018 ON ↗ ON Semiconductor Corporation Purchase Self $1,001 - $15,000 Jul 13, 2018 30d
Jun 6, 2018 LRCX ↗ Lam Research Corporation Purchase Spouse $1,001 - $15,000 Jul 13, 2018 37d
Jun 13, 2018 KHC ↗ The Kraft Heinz Company Purchase Joint $1,001 - $15,000 Jul 13, 2018 30d
Jun 6, 2018 BA ↗ The Boeing Company Purchase Spouse $1,001 - $15,000 Jul 13, 2018 37d
Jun 6, 2018 PYPL ↗ PayPal Holdings, Inc. Purchase Spouse $1,001 - $15,000 Jul 13, 2018 37d
Jun 6, 2018 BABA ↗ Alibaba Group Holding Limited Purchase Spouse $1,001 - $15,000 Jul 13, 2018 37d
Jun 6, 2018 DAL ↗ Delta Air Lines, Inc. Purchase Spouse $1,001 - $15,000 Jul 13, 2018 37d
Jun 6, 2018 GS ↗ The Goldman Sachs Group, Inc. Purchase Spouse $1,001 - $15,000 Jul 13, 2018 37d
Jun 6, 2018 C ↗ Citigroup Inc. Purchase Spouse $1,001 - $15,000 Jul 13, 2018 37d
May 7, 2018 TSLA ↗ Tesla, Inc. Purchase Self $1,001 - $15,000 Jun 7, 2018 31d
May 7, 2018 AMZN ↗ Amazon.com, Inc. Purchase Joint $15,001 - $50,000 Jun 7, 2018 31d
May 7, 2018 MGA ↗ Magna International Inc. Sale (Full) Self $15,001 - $50,000 Jun 7, 2018 31d
May 24, 2018 ADI ↗ Analog Devices, Inc. Purchase Joint $1,001 - $15,000 Jun 7, 2018 14d
May 7, 2018 CB ↗ Chubb Limited Purchase Joint $1,001 - $15,000 Jun 7, 2018 31d
May 24, 2018 IBM ↗ International Business Machines Corporat... Purchase Joint $1,001 - $15,000 Jun 7, 2018 14d
May 24, 2018 F ↗ Ford Motor Company Purchase Joint $1,001 - $15,000 Jun 7, 2018 14d
May 24, 2018 BUD ↗ Anheuser-Busch InBev SA/NV Purchase Joint $1,001 - $15,000 Jun 7, 2018 14d
May 24, 2018 ETN ↗ Eaton Corporation plc Purchase Joint $1,001 - $15,000 Jun 7, 2018 14d
May 7, 2018 C ↗ Citigroup Inc. Purchase Joint $1,001 - $15,000 Jun 7, 2018 31d
May 7, 2018 MCD ↗ McDonald's Corporation Purchase Joint $1,001 - $15,000 Jun 7, 2018 31d
May 7, 2018 HD ↗ The Home Depot, Inc. Purchase Joint $1,001 - $15,000 Jun 7, 2018 31d
Apr 3, 2018 JPM ↗ JPMorgan Chase & Co. Sale (Partial) Joint $1,001 - $15,000 May 10, 2018 37d
Apr 3, 2018 CMCSA ↗ Comcast Corporation Sale (Full) Joint $1,001 - $15,000 May 10, 2018 37d
Apr 3, 2018 WPC ↗ W. P. Carey Inc. Sale (Full) Joint $1,001 - $15,000 May 10, 2018 37d
Apr 3, 2018 V ↗ Visa Inc. Sale (Partial) Joint $15,001 - $50,000 May 10, 2018 37d
Apr 3, 2018 CVS ↗ CVS Health Corporation Sale (Full) Joint $1,001 - $15,000 May 10, 2018 37d
Apr 3, 2018 AAPL ↗ Apple Inc. Sale (Partial) Joint $1,001 - $15,000 May 10, 2018 37d
Mar 19, 2018 FB ↗ Facebook, Inc. Sale (Partial) Joint $15,001 - $50,000 Apr 19, 2018 31d
Mar 19, 2018 FB ↗ Facebook, Inc. Sale (Partial) Spouse $1,001 - $15,000 Apr 19, 2018 31d
Mar 19, 2018 FB ↗ Facebook, Inc. Sale (Partial) Self $15,001 - $50,000 Apr 19, 2018 31d
Feb 8, 2018 C ↗ Citigroup Inc. Purchase Self $1,001 - $15,000 Mar 7, 2018 27d
Feb 15, 2018 NVDA ↗ NVIDIA Corporation Purchase Joint $1,001 - $15,000 Mar 7, 2018 20d
Jan 17, 2018 USB ↗ U.S. Bancorp Sale (Full) Self $1,001 - $15,000 Feb 13, 2018 27d
Jan 8, 2018 C ↗ Citigroup Inc. Purchase Spouse $1,001 - $15,000 Feb 13, 2018 36d
Jan 17, 2018 V ↗ Visa Inc. Sale (Partial) Joint $1,001 - $15,000 Feb 13, 2018 27d
Jan 17, 2018 V ↗ Visa Inc. Sale (Partial) Self $1,001 - $15,000 Feb 13, 2018 27d
Jan 8, 2018 BIIB ↗ Biogen Inc. Sale (Full) Joint $1,001 - $15,000 Feb 13, 2018 36d
Jan 8, 2018 WMT ↗ Walmart Inc. Purchase Spouse $1,001 - $15,000 Feb 13, 2018 36d
Jan 17, 2018 COST ↗ Costco Wholesale Corporation Sale (Full) Joint $15,001 - $50,000 Feb 13, 2018 27d
Jan 31, 2018 GE ↗ General Electric Company Sale (Full) Joint $15,001 - $50,000 Feb 13, 2018 13d
Dec 5, 2017 NWL ↗ Newell Brands Inc. Sale (Full) Self $1,001 - $15,000 Jan 10, 2018 36d
Dec 5, 2017 JCI ↗ Johnson Controls International plc Sale (Full) Self $15,001 - $50,000 Jan 10, 2018 36d
Dec 18, 2017 NWL ↗ Newell Brands Inc. Sale (Full) Joint $1,001 - $15,000 Jan 10, 2018 23d
Dec 5, 2017 DISH ↗ DISH Network Corporation Sale (Full) Self $1,001 - $15,000 Jan 10, 2018 36d
Dec 18, 2017 REGN ↗ Regeneron Pharmaceuticals, Inc. Sale (Full) Self $15,001 - $50,000 Jan 10, 2018 23d
Nov 27, 2017 GE ↗ General Electric Company Sale (Full) Spouse $1,001 - $15,000 Dec 11, 2017 14d
Nov 27, 2017 IBM ↗ International Business Machines Corporat... Purchase Spouse $1,001 - $15,000 Dec 11, 2017 14d
Nov 1, 2017 TMUS ↗ T-Mobile US, Inc. Sale (Partial) Joint $1,001 - $15,000 Dec 11, 2017 40d
Nov 27, 2017 TSLA ↗ Tesla, Inc. Purchase Self $1,001 - $15,000 Dec 11, 2017 14d
Nov 7, 2017 TMUS ↗ T-Mobile US, Inc. Sale (Full) Joint $1,001 - $15,000 Dec 11, 2017 34d
Nov 27, 2017 MRK ↗ Merck & Co., Inc. Sale (Full) Self $15,001 - $50,000 Dec 11, 2017 14d
Nov 27, 2017 WMT ↗ Wal-Mart Stores, Inc. Purchase Self $1,001 - $15,000 Dec 11, 2017 14d
Nov 27, 2017 JPM ↗ JPMorgan Chase & Co. Purchase Spouse $1,001 - $15,000 Dec 11, 2017 14d
Sep 20, 2017 QCOM ↗ QUALCOMM Incorporated Sale (Full) Joint $1,001 - $15,000 Oct 12, 2017 22d
Sep 20, 2017 DISH ↗ DISH Network Corporation Sale (Full) Joint $1,001 - $15,000 Oct 12, 2017 22d
Sep 20, 2017 MCK ↗ McKesson Corporation Sale (Full) Joint $15,001 - $50,000 Oct 12, 2017 22d
Sep 20, 2017 UNP ↗ Union Pacific Corporation Sale (Partial) Self $15,001 - $50,000 Oct 12, 2017 22d
Sep 20, 2017 GILD ↗ Gilead Sciences, Inc. Sale (Partial) Self $15,001 - $50,000 Oct 12, 2017 22d
Sep 20, 2017 TJX ↗ The TJX Companies, Inc. Sale (Full) Self $1,001 - $15,000 Oct 12, 2017 22d
Sep 20, 2017 GILD ↗ Gilead Sciences, Inc. Sale (Full) Joint $1,001 - $15,000 Oct 12, 2017 22d
Aug 24, 2017 BHF ↗ Brighthouse Financial, Inc. Sale (Full) Joint $1,001 - $15,000 Sep 12, 2017 19d
Aug 24, 2017 TSLA ↗ Tesla, Inc. Purchase Self $1,001 - $15,000 Sep 12, 2017 19d
Aug 24, 2017 WMT ↗ Wal-Mart Stores, Inc. Purchase Self $1,001 - $15,000 Sep 12, 2017 19d
Aug 24, 2017 NWL ↗ Newell Brands Inc. Purchase Self $1,001 - $15,000 Sep 12, 2017 19d
Aug 24, 2017 AAPL ↗ Apple Inc. Sale (Partial) Joint $1,001 - $15,000 Sep 12, 2017 19d
Aug 7, 2017 BHF ↗ Brighthouse Financial, Inc. Exchange Joint $1,001 - $15,000 Sep 12, 2017 36d
Aug 24, 2017 DISH ↗ DISH Network Corporation Purchase Self $1,001 - $15,000 Sep 12, 2017 19d
Aug 24, 2017 SYK ↗ Stryker Corporation Purchase Self $1,001 - $15,000 Sep 12, 2017 19d
Aug 24, 2017 TSLA ↗ Tesla, Inc. Purchase Spouse $1,001 - $15,000 Sep 12, 2017 19d
Jul 28, 2017 TSLA ↗ Tesla, Inc. Purchase Self $1,001 - $15,000 Aug 18, 2017 21d
Jul 28, 2017 GS ↗ The Goldman Sachs Group, Inc. Purchase Joint $1,001 - $15,000 Aug 18, 2017 21d
Jul 28, 2017 SBUX ↗ Starbucks Corporation Purchase Self $1,001 - $15,000 Aug 18, 2017 21d
Jul 25, 2017 C ↗ Citigroup Inc. Purchase Child $1,001 - $15,000 Aug 18, 2017 24d
Jul 13, 2017 BMY ↗ Bristol-Myers Squibb Company Sale (Partial) Joint $1,001 - $15,000 Aug 18, 2017 36d
Jul 28, 2017 CSCO ↗ Cisco Systems, Inc. Purchase Self $1,001 - $15,000 Aug 18, 2017 21d
Jul 25, 2017 HPQ ↗ HP Inc. Purchase Child $1,001 - $15,000 Aug 18, 2017 24d
Jul 28, 2017 COF ↗ Capital One Financial Corporation Purchase Self $15,001 - $50,000 Aug 18, 2017 21d
Jul 28, 2017 JCI ↗ Johnson Controls International plc Purchase Self $1,001 - $15,000 Aug 18, 2017 21d
Jul 25, 2017 BTO ↗ John Hancock Financial Opportunities Fun... Purchase Spouse $1,001 - $15,000 Aug 18, 2017 24d
Apr 26, 2016 NWL ↗ Newell Brands Inc. Purchase Self $1,001 - $15,000 Aug 10, 2017 471d
Apr 19, 2016 AMZN ↗ Amazon.com, Inc. Sale (Partial) Child $1,001 - $15,000 Aug 10, 2017 478d
Apr 19, 2016 NVDA ↗ NVIDIA Corporation Purchase Child $1,001 - $15,000 Aug 10, 2017 478d
May 4, 2016 GE ↗ General Electric Company Purchase Spouse $1,001 - $15,000 Aug 10, 2017 463d
Apr 12, 2016 TJX ↗ The TJX Companies, Inc. Purchase Spouse $1,001 - $15,000 Aug 10, 2017 485d
Jul 5, 2016 FTV ↗ Fortive Corporation Exchange Self $1,001 - $15,000 Aug 10, 2017 401d
Nov 16, 2016 LW ↗ Lamb Weston Holdings, Inc. Exchange Joint $1,001 - $15,000 Aug 10, 2017 267d
Apr 19, 2016 VMW ↗ VMware, Inc. Sale (Full) Child $1,001 - $15,000 Aug 10, 2017 478d
Apr 26, 2016 LRCX ↗ Lam Research Corporation Purchase Self $1,001 - $15,000 Aug 10, 2017 471d
Apr 12, 2016 AMZN ↗ Amazon.com, Inc. Purchase Spouse $15,001 - $50,000 Aug 10, 2017 485d
Apr 19, 2016 WBA ↗ Walgreens Boots Alliance, Inc. Purchase Child $1,001 - $15,000 Aug 10, 2017 478d
Apr 12, 2016 GOOGL ↗ Alphabet Inc. Purchase Spouse $1,001 - $15,000 Aug 10, 2017 485d
Apr 12, 2016 AMGN ↗ Amgen Inc. Purchase Spouse $1,001 - $15,000 Aug 10, 2017 485d
Apr 26, 2016 AAPL ↗ Apple Inc. Sale (Partial) Self $15,001 - $50,000 Aug 10, 2017 471d
Apr 12, 2016 UA ↗ Under Armour, Inc. Sale (Partial) Self $1,001 - $15,000 Aug 10, 2017 485d
Apr 26, 2016 NVDA ↗ NVIDIA Corporation Purchase Self $1,001 - $15,000 Aug 10, 2017 471d
May 4, 2016 XER.BE ↗ XEROX CORP Rate/Coupon: 4.5% Matures: 05... Purchase Joint $1,001 - $15,000 Aug 10, 2017 463d
Apr 26, 2016 AAPL ↗ Apple Inc. Sale (Partial) Joint $15,001 - $50,000 Aug 10, 2017 471d
Apr 19, 2016 DIS ↗ The Walt Disney Company Purchase Child $1,001 - $15,000 Aug 10, 2017 478d
May 5, 2017 ADI ↗ Analog Devices, Inc. Purchase Child $1,001 - $15,000 Jun 8, 2017 34d
Jan 17, 2017 BIVV ↗ BIVV-Bioverativ Inc. Exchange Spouse $1,001 - $15,000 Jun 8, 2017 142d
May 30, 2017 MGA ↗ Magna International Inc. Purchase Self $15,001 - $50,000 Jun 8, 2017 9d
May 10, 2017 WM ↗ Waste Management, Inc. Purchase Self $1,001 - $15,000 Jun 8, 2017 29d
May 8, 2017 ADI ↗ Analog Devices, Inc. Purchase Joint $1,001 - $15,000 Jun 8, 2017 31d
May 5, 2017 MA ↗ Mastercard Incorporated Purchase Joint $1,001 - $15,000 Jun 8, 2017 34d
May 24, 2017 C ↗ Citigroup Inc. Purchase Child $1,001 - $15,000 Jun 8, 2017 15d
May 30, 2017 MMM ↗ 3M Company Sale (Partial) Self $15,001 - $50,000 Jun 8, 2017 9d
May 24, 2017 IBM ↗ International Business Machines Corporat... Purchase Self $1,001 - $15,000 Jun 8, 2017 15d
May 10, 2017 DISH ↗ DISH Network Corporation Purchase Child $1,001 - $15,000 Jun 8, 2017 29d
May 24, 2017 BIVV ↗ Bioverativ Inc. Sale (Full) Spouse $1,001 - $15,000 Jun 8, 2017 15d
May 30, 2017 CVS ↗ CVS Health Corporation Sale (Partial) Child $15,001 - $50,000 Jun 8, 2017 9d
May 30, 2017 NKE ↗ NIKE, Inc. Sale (Partial) Self $1,001 - $15,000 Jun 8, 2017 9d
May 24, 2017 AMGN ↗ Amgen Inc. Purchase Self $1,001 - $15,000 Jun 8, 2017 15d
May 16, 2017 AKAM ↗ Akamai Technologies, Inc. Sale (Full) Self $1,001 - $15,000 Jun 8, 2017 23d
May 16, 2017 LRCX ↗ Lam Research Corporation Purchase Joint $1,001 - $15,000 Jun 8, 2017 23d
May 16, 2017 LB ↗ L Brands, Inc. Sale (Full) Child $1,001 - $15,000 Jun 8, 2017 23d
May 24, 2017 TWTR ↗ Twitter, Inc. Sale (Full) Self $1,001 - $15,000 Jun 8, 2017 15d
May 30, 2017 F ↗ Ford Motor Company Purchase Self $1,001 - $15,000 Jun 8, 2017 9d
May 24, 2017 GS ↗ The Goldman Sachs Group, Inc. Purchase Joint $1,001 - $15,000 Jun 8, 2017 15d
May 30, 2017 F ↗ Ford Motor Company Purchase Child $1,001 - $15,000 Jun 8, 2017 9d
May 10, 2017 MMC ↗ Marsh & McLennan Companies, Inc. Sale (Full) Child $1,001 - $15,000 Jun 8, 2017 29d
May 24, 2017 C ↗ Citigroup Inc. Purchase Joint $1,001 - $15,000 Jun 8, 2017 15d
May 24, 2017 TWTR ↗ Twitter, Inc. Sale (Full) Spouse $1,001 - $15,000 Jun 8, 2017 15d
May 24, 2017 WBA ↗ Walgreens Boots Alliance, Inc. Sale (Full) Child $1,001 - $15,000 Jun 8, 2017 15d
May 25, 2017 VEVIX ↗ Victory Sycamore Established Value I Purchase Self $1,001 - $15,000 Jun 8, 2017 14d
May 16, 2017 BAC ↗ Bank of America Corporation Purchase Joint $1,001 - $15,000 Jun 8, 2017 23d
May 30, 2017 MGA ↗ Magna International Inc. Purchase Child $1,001 - $15,000 Jun 8, 2017 9d
May 16, 2017 REGN ↗ Regeneron Pharmaceuticals, Inc. Purchase Self $1,001 - $15,000 Jun 8, 2017 23d
Apr 5, 2017 WPC ↗ W. P. Carey Inc. Purchase Joint $1,001 - $15,000 May 10, 2017 35d
Apr 5, 2017 USB ↗ U.S. Bancorp Purchase Self $1,001 - $15,000 May 10, 2017 35d
Apr 5, 2017 AMGN ↗ Amgen Inc. Purchase Self $1,001 - $15,000 May 10, 2017 35d
Apr 5, 2017 LB ↗ L Brands, Inc. Sale (Full) Self $1,001 - $15,000 May 10, 2017 35d
Apr 5, 2017 IBM ↗ International Business Machines Corporat... Purchase Self $1,001 - $15,000 May 10, 2017 35d
Apr 5, 2017 LB ↗ L Brands, Inc. Sale (Full) Joint $15,001 - $50,000 May 10, 2017 35d
Apr 5, 2017 QCOM ↗ QUALCOMM Incorporated Purchase Child $1,001 - $15,000 May 10, 2017 35d
Apr 5, 2017 QCOM ↗ QUALCOMM Incorporated Purchase Joint $1,001 - $15,000 May 10, 2017 35d
Apr 5, 2017 DISH ↗ DISH Network Corporation Purchase Child $1,001 - $15,000 May 10, 2017 35d
Mar 14, 2017 LLTC ↗ Linear Technology Corporation Sale (Full) Child $1,001 - $15,000 Apr 17, 2017 34d
Mar 6, 2017 CAG ↗ Conagra Brands, Inc. Sale (Partial) Joint $1,001 - $15,000 Apr 17, 2017 42d
Mar 6, 2017 MCHP ↗ Microchip Technology Incorporated Sale (Partial) Joint $1,001 - $15,000 Apr 17, 2017 42d
Mar 14, 2017 ADI ↗ Analog Devices, Inc. Exchange Child $1,001 - $15,000 Apr 17, 2017 34d
Mar 6, 2017 GE ↗ General Electric Company Sale (Partial) Joint $1,001 - $15,000 Apr 17, 2017 42d
Feb 10, 2017 DISH ↗ DISH-DISH Network Corporation Purchase Self $1,001 - $15,000 Mar 15, 2017 33d
Feb 23, 2017 CVS ↗ CVS Health Corporation Sale (Partial) Child $15,001 - $50,000 Mar 15, 2017 20d
Feb 23, 2017 BRK-B ↗ Berkshire Hathaway Inc. Purchase Spouse $1,001 - $15,000 Mar 15, 2017 20d
Feb 23, 2017 MCK ↗ MCK-McKesson Corporation Purchase Joint $1,001 - $15,000 Mar 15, 2017 20d
Feb 10, 2017 ADI ↗ ADI-Analog Devices, Inc. Purchase Self $15,001 - $50,000 Mar 15, 2017 33d
Feb 23, 2017 BMY ↗ BMY-Bristol-Myers Squibb Company Purchase Joint $1,001 - $15,000 Mar 15, 2017 20d
Feb 23, 2017 ABT ↗ ABT-Abbott Laboratories Sale (Full) Joint $1,001 - $15,000 Mar 15, 2017 20d
Feb 10, 2017 DISH ↗ DISH Network Corporation Purchase Joint $1,001 - $15,000 Mar 15, 2017 33d
Feb 23, 2017 BMY ↗ Bristol-Myers Squibb Company Purchase Child $1,001 - $15,000 Mar 15, 2017 20d
Feb 10, 2017 PFE ↗ PFE-PFE-Pfizer Inc. Purchase Self $1,001 - $15,000 Mar 15, 2017 33d
Feb 23, 2017 EL ↗ The Estée Lauder Companies Inc. Sale (Full) Joint $1,001 - $15,000 Mar 15, 2017 20d
Feb 23, 2017 JPM ↗ JPMorgan Chase & Co. Purchase Child $1,001 - $15,000 Mar 15, 2017 20d
Feb 23, 2017 BUD ↗ Anheuser-Busch InBev SA/NV Sale (Full) Child $1,001 - $15,000 Mar 15, 2017 20d
Feb 23, 2017 JCI ↗ Johnson Controls International plc Purchase Child $1,001 - $15,000 Mar 15, 2017 20d
Jan 24, 2017 IR ↗ Ingersoll-Rand Plc Purchase Joint $15,001 - $50,000 Feb 14, 2017 21d
Jan 25, 2017 USB ↗ U.S. Bancorp Purchase Self $1,001 - $15,000 Feb 14, 2017 20d
Jan 11, 2017 MDT ↗ Medtronic plc Sale (Full) Child $1,001 - $15,000 Feb 14, 2017 34d
Jan 11, 2017 UNH ↗ UnitedHealth Group Incorporated Sale (Partial) Joint $15,001 - $50,000 Feb 14, 2017 34d
Jan 24, 2017 BA ↗ The Boeing Company Purchase Joint $1,001 - $15,000 Feb 14, 2017 21d
Jan 11, 2017 PANW ↗ Palo Alto Networks, Inc. Sale (Full) Spouse $1,001 - $15,000 Feb 14, 2017 34d
Jan 24, 2017 TMUS ↗ T-Mobile US, Inc. Purchase Joint $15,001 - $50,000 Feb 14, 2017 21d
Jan 11, 2017 NSRGY ↗ Nestlé S.A. Sale (Partial) Joint $15,001 - $50,000 Feb 14, 2017 34d
Jan 30, 2017 MO ↗ Altria Group, Inc. Sale (Full) Self $15,001 - $50,000 Feb 14, 2017 15d
Jan 30, 2017 LW ↗ LW-Lamb Weston Holdings, Inc. Sale (Full) Joint $1,001 - $15,000 Feb 14, 2017 15d
Jan 30, 2017 BRK-B ↗ Berkshire Hathaway Inc. Purchase Self $1,001 - $15,000 Feb 14, 2017 15d
Jan 11, 2017 AAPL ↗ Apple Inc. Sale (Partial) Self $15,001 - $50,000 Feb 14, 2017 34d
Jan 11, 2017 AAPL ↗ Apple Inc. Sale (Partial) Joint $1,001 - $15,000 Feb 14, 2017 34d
Jan 25, 2017 IR ↗ Ingersoll-Rand Plc Purchase Self $15,001 - $50,000 Feb 14, 2017 20d
Jan 11, 2017 PANW ↗ Palo Alto Networks, Inc. Sale (Full) Joint $1,001 - $15,000 Feb 14, 2017 34d
Jan 30, 2017 MO ↗ MO-Altria Group, Inc. Sale (Full) Joint $1,001 - $15,000 Feb 14, 2017 15d
Jan 11, 2017 NVDA ↗ NVIDIA Corporation Purchase Spouse $1,001 - $15,000 Feb 14, 2017 34d
Dec 23, 2016 AMGN ↗ Amgen Inc. Sale (Partial) Self $1,001 - $15,000 Jan 11, 2017 19d
Dec 13, 2016 GS ↗ The Goldman Sachs Group, Inc. Purchase Joint $1,001 - $15,000 Jan 11, 2017 29d
Dec 23, 2016 BIIB ↗ Biogen Inc. Sale (Partial) Joint $1,001 - $15,000 Jan 11, 2017 19d
Dec 13, 2016 GS ↗ The Goldman Sachs Group, Inc. Purchase Spouse $1,001 - $15,000 Jan 11, 2017 29d
Dec 13, 2016 BIIB ↗ Biogen Inc. Sale (Full) Self $15,001 - $50,000 Jan 11, 2017 29d
Dec 23, 2016 PSA ↗ Public Storage Sale (Full) Joint $15,001 - $50,000 Jan 11, 2017 19d
Dec 23, 2016 GILD ↗ Gilead Sciences Inc. Sale (Partial) Joint $1,001 - $15,000 Jan 11, 2017 19d
Nov 28, 2016 GILD ↗ Gilead Sciences Inc. Purchase Self $1,001 - $15,000 Dec 12, 2016 14d
Nov 28, 2016 GILD ↗ Gilead Sciences Inc. Purchase Spouse $1,001 - $15,000 Dec 12, 2016 14d
Nov 28, 2016 DIS ↗ The Walt Disney Company Purchase Child $1,001 - $15,000 Dec 12, 2016 14d
Nov 28, 2016 GILD ↗ Gilead Sciences Inc. Purchase Child $1,001 - $15,000 Dec 12, 2016 14d
Nov 28, 2016 ORCL ↗ Oracle Corporation Sale (Partial) Self $1,001 - $15,000 Dec 12, 2016 14d
Nov 28, 2016 ORCL ↗ Oracle Corporation Sale (Full) Child $1,001 - $15,000 Dec 12, 2016 14d
Nov 15, 2016 GILD ↗ Gilead Sciences Inc. Purchase Joint $1,001 - $15,000 Dec 12, 2016 27d
Nov 28, 2016 DEO ↗ Diageo plc Purchase Self $1,001 - $15,000 Dec 12, 2016 14d
Nov 15, 2016 JCI ↗ Johnson Controls International plc Purchase Self $1,001 - $15,000 Dec 12, 2016 27d
Nov 15, 2016 UL ↗ Unilever PLC Sale (Full) Self $15,001 - $50,000 Dec 12, 2016 27d
Nov 15, 2016 BA ↗ The Boeing Company Purchase Joint $1,001 - $15,000 Dec 12, 2016 27d
Nov 15, 2016 ABT ↗ Abbott Laboratories Purchase Joint $1,001 - $15,000 Dec 12, 2016 27d
Nov 15, 2016 GOOGL ↗ Alphabet Inc. Purchase Joint $1,001 - $15,000 Dec 12, 2016 27d
Nov 15, 2016 MCK ↗ McKesson Corporation Purchase Joint $1,001 - $15,000 Dec 12, 2016 27d
Nov 15, 2016 DIS ↗ The Walt Disney Company Purchase Joint $1,001 - $15,000 Dec 12, 2016 27d
Nov 28, 2016 AMGN ↗ Amgen Inc. Purchase Spouse $1,001 - $15,000 Dec 12, 2016 14d
Nov 28, 2016 FB ↗ Facebook, Inc. Purchase Spouse $1,001 - $15,000 Dec 12, 2016 14d
Nov 15, 2016 SBUX ↗ Starbucks Corporation Purchase Self $1,001 - $15,000 Dec 12, 2016 27d
Oct 26, 2016 DIS ↗ The Walt Disney Company Purchase Child $1,001 - $15,000 Nov 7, 2016 12d
Oct 26, 2016 BRK-B ↗ Berkshire Hathaway Inc. Purchase Spouse $1,001 - $15,000 Nov 7, 2016 12d
Oct 26, 2016 DEO ↗ Diageo plc Purchase Self $1,001 - $15,000 Nov 7, 2016 12d
Oct 26, 2016 IBM ↗ International Business Machines Corporat... Purchase Self $1,001 - $15,000 Nov 7, 2016 12d
Oct 26, 2016 CB ↗ Chubb Limited Purchase Joint $1,001 - $15,000 Nov 7, 2016 12d
Oct 26, 2016 WFC ↗ Wells Fargo & Company Sale (Full) Self $1,001 - $15,000 Nov 7, 2016 12d
Oct 3, 2016 ASIX ↗ AdvanSix Inc. Exchange Self $1,001 - $15,000 Nov 7, 2016 35d
Oct 26, 2016 HSBC ↗ HSBC Holdings plc Sale (Full) Joint $1,001 - $15,000 Nov 7, 2016 12d
Oct 26, 2016 IBM ↗ International Business Machines Corporat... Purchase Spouse $1,001 - $15,000 Nov 7, 2016 12d
Oct 26, 2016 HAS ↗ HAS - Hasbro Inc. Purchase Self $1,001 - $15,000 Nov 7, 2016 12d
Oct 26, 2016 JPM ↗ JPMorgan Chase & Co. Purchase Spouse $1,001 - $15,000 Nov 7, 2016 12d
Oct 3, 2016 ASIX ↗ AdvanSix Inc. Exchange Child $1,001 - $15,000 Nov 7, 2016 35d
Oct 26, 2016 MA ↗ Mastercard Incorporated Purchase Joint $1,001 - $15,000 Nov 7, 2016 12d
Oct 26, 2016 BRK-B ↗ Berkshire Hathaway Inc. Purchase Self $1,001 - $15,000 Nov 7, 2016 12d
Oct 26, 2016 MCK ↗ McKesson Corporation Purchase Joint $1,001 - $15,000 Nov 7, 2016 12d
Oct 26, 2016 HAS ↗ Hasbro Inc. Purchase Child $1,001 - $15,000 Nov 7, 2016 12d
Oct 3, 2016 ASIX ↗ AdvanSix Inc. Exchange Joint $1,001 - $15,000 Nov 7, 2016 35d
Sep 28, 2016 WM ↗ Waste Management, Inc. Purchase Self $1,001 - $15,000 Oct 7, 2016 9d
Sep 28, 2016 VOD ↗ VOD-VOD-Vodafone Group Plc Sale (Full) Joint $1,001 - $15,000 Oct 7, 2016 9d
Sep 22, 2016 SO ↗ SO-SO-Southern Company Sale (Full) Joint $1,001 - $15,000 Oct 7, 2016 15d
Sep 6, 2016 NSRGY ↗ Nestlé S.A. Sale (Partial) Joint $15,001 - $50,000 Oct 7, 2016 31d
Sep 6, 2016 GILD ↗ Gilead Sciences Inc. Sale (Partial) Self $1,001 - $15,000 Oct 7, 2016 31d
Sep 28, 2016 FB ↗ Facebook, Inc. Purchase Spouse $1,001 - $15,000 Oct 7, 2016 9d
Sep 26, 2016 MAR ↗ MAR - Marriott International, Inc. Exchange Child $1,001 - $15,000 Oct 7, 2016 11d
Sep 6, 2016 GILD ↗ Gilead Sciences Inc. Sale (Partial) Child $1,001 - $15,000 Oct 7, 2016 31d
Sep 28, 2016 MCK ↗ McKesson Corporation Purchase Joint $1,001 - $15,000 Oct 7, 2016 9d
Sep 22, 2016 DIS ↗ The Walt Disney Company Purchase Joint $1,001 - $15,000 Oct 7, 2016 15d
Sep 6, 2016 NFLX ↗ Netflix, Inc. Sale (Full) Joint $15,001 - $50,000 Oct 7, 2016 31d
Sep 28, 2016 EL ↗ The Estée Lauder Companies Inc. Purchase Joint $1,001 - $15,000 Oct 7, 2016 9d
Sep 28, 2016 AXP ↗ American Express Company Sale (Partial) Self $15,001 - $50,000 Oct 7, 2016 9d
Sep 22, 2016 WEC ↗ WEC-WEC-WEC Energy Group, Inc. Sale (Full) Joint $1,001 - $15,000 Oct 7, 2016 15d
Sep 6, 2016 REGN ↗ Regeneron Pharmaceuticals, Inc. Purchase Self $1,001 - $15,000 Oct 7, 2016 31d
Sep 28, 2016 BA ↗ The Boeing Company Purchase Joint $1,001 - $15,000 Oct 7, 2016 9d
Aug 18, 2016 RYAAY ↗ Ryanair Holdings plc Sale (Full) Self $15,001 - $50,000 Sep 9, 2016 22d
Sep 6, 2016 GILD ↗ Gilead Sciences Inc. Sale (Partial) Self $1,001 - $15,000 Sep 9, 2016 3d
Sep 6, 2016 NFLX ↗ Netflix, Inc. Sale (Partial) Joint $15,001 - $50,000 Sep 9, 2016 3d
Aug 8, 2016 UA ↗ UA - Under Armour, Inc. Sale (Full) Self $1,001 - $15,000 Sep 9, 2016 32d
Aug 18, 2016 GE ↗ General Electric Company Sale (Partial) Spouse $1,001 - $15,000 Sep 9, 2016 22d
Sep 6, 2016 REGN ↗ Regeneron Pharmaceuticals, Inc. Purchase Self $1,001 - $15,000 Sep 9, 2016 3d
Aug 18, 2016 PSA ↗ Public Storage Purchase Joint $1,001 - $15,000 Sep 9, 2016 22d
Sep 6, 2016 NSRGY ↗ NSRGY- Nestle (OTC Markets) Sale (Partial) Joint $15,001 - $50,000 Sep 9, 2016 3d
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