Trade of the Cindy Axne
Democrat · IA-3 · House
In-remit alpha 12m
+11.3%
29 buys in their jurisdiction
Everything else
+4.8%
their other buys
$-weighted 12m
+5.7%
all buys, by size
t-stat (12m)
2.83
outside the noise
Disclosure lag
445 days
trade → public filing
Est. volume
$445.6K
0 option trades
Trading profile
| Disclosed transactions | 218 across 12 filings |
| Buys / sells | 132 / 81 |
| Distinct securities | 45 |
| Estimated volume | $844.7K |
| Traded in family accounts | 149 of 218 |
| Active | 18 Jan 2019 – 23 Dec 2022 |
| Busiest single day | 6 trades 13 Jan 2022 |
What they buy
| Financials | 46 | |
| Healthcare | 19 | |
| Technology | 18 | |
| Pharma | 6 | |
| Telecom | 6 | |
| Industrials | 5 | |
| Aerospace | 1 | |
| Defense | 1 |
Committees — what defines their remit
No standing committee seats on record.Jurisdiction sectors: none · access score 0.00
How their trades grade
How often their trades look like discrete, in-jurisdiction decisions rather than managed-account activity.
| A |
|
0 |
| B |
|
19 |
| C |
|
44 |
| D |
|
60 |
| E |
|
80 |
Largest positions
| Ticker | Buys | Est. size | Avg 12m vs SPY |
|---|---|---|---|
| V | 10 | $38.7K | +0.9% |
| MA | 9 | $34.9K | +3.4% |
| SBUX | 6 | $23.2K | -0.4% |
| JNJ | 6 | $23.2K | +20.8% |
| AMZN | 6 | $23.2K | -4.3% |
| PGR | 5 | $19.4K | +55.0% |
| MKL | 5 | $19.4K | +7.5% |
| DHR | 5 | $19.4K | -21.0% |
| WFC | 4 | $15.5K | +2.1% |
| SYK | 4 | $15.5K | -1.6% |
| SSNC | 4 | $15.5K | -16.3% |
| GPN | 4 | $15.5K | -10.0% |
All disclosed trades
| Grade | Side | Traded | Ticker | Amount | Owner | 12m vs SPY | Remit |
|---|---|---|---|---|---|---|---|
| C | SELL | 23 Dec 2022 | JEF Jefferies Financial Group Inc. (JE |
$1,001 - $15,000 | spouse | — | yes |
| C | SELL | 23 Dec 2022 | JEF Jefferies Financial Group Inc. (JE |
$1,001 - $15,000 | spouse | — | yes |
| B | SELL | 23 Dec 2022 | JEF Jefferies Financial Group Inc. (JE |
$1,001 - $15,000 | self | — | yes |
| E | BUY | 23 Nov 2022 | AMZN Amazon.com, Inc. (AMZN) |
$1,001 - $15,000 | spouse | +46.9% | — |
| D | BUY | 23 Nov 2022 | CHD Church & Dwight Company, Inc. (CHD |
$1,001 - $15,000 | self | -1.1% | — |
| D | BUY | 23 Nov 2022 | DHR Danaher Corporation (DHR) |
$1,001 - $15,000 | self | -26.6% | — |
| E | BUY | 23 Nov 2022 | DHR Danaher Corporation (DHR) |
$1,001 - $15,000 | spouse | -26.6% | — |
| B | SELL | 09 Nov 2022 | PYPL PayPal Holdings, Inc. (PYPL) |
$1,001 - $15,000 | self | — | yes |
| C | SELL | 09 Nov 2022 | PYPL PayPal Holdings, Inc. (PYPL) |
$1,001 - $15,000 | spouse | — | yes |
| C | SELL | 09 Nov 2022 | PYPL PayPal Holdings, Inc. (PYPL) |
$1,001 - $15,000 | spouse | — | yes |
| E | SELL | 03 Nov 2022 | LMT Lockheed Martin Corporation (LMT) |
$1,001 - $15,000 | spouse | — | — |
| D | SELL | 08 Sep 2022 | LBRDA Liberty Broadband Corporation - Cl |
$1,001 - $15,000 | self | — | — |
| E | SELL | 08 Sep 2022 | LBRDA Liberty Broadband Corporation - Cl |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 08 Sep 2022 | LBRDA Liberty Broadband Corporation - Cl |
$1,001 - $15,000 | spouse | — | — |
| D | SELL | 12 Aug 2022 | LBRDA Liberty Broadband Corporation - Cl |
$1,001 - $15,000 | spouse | — | — |
| D | SELL | 15 Jun 2022 | BRBR BellRing Brands, Inc. (BRBR) |
$1,001 - $15,000 | spouse | — | — |
| — | BUY | 25 May 2022 | None KKR & Company Inc. 6% MCONV PFD C |
$1,001 - $15,000 | spouse | — | — |
| — | BUY | 25 May 2022 | None KKR & Company Inc. 6% MCONV PFD C |
$1,001 - $15,000 | spouse | — | — |
| — | BUY | 25 May 2022 | None KKR & Company Inc. 6% MCONV PFD C |
$1,001 - $15,000 | self | — | — |
| C | SELL | 12 May 2022 | JPM JP Morgan Chase & Co. (JPM) |
$1,001 - $15,000 | self | — | yes |
| C | SELL | 12 May 2022 | JPM JP Morgan Chase & Co. (JPM) |
$1,001 - $15,000 | spouse | — | yes |
| C | SELL | 12 May 2022 | JPM JP Morgan Chase & Co. (JPM) |
$1,001 - $15,000 | spouse | — | yes |
| D | BUY | 10 May 2022 | DHR Danaher Corporation (DHR) |
$1,001 - $15,000 | self | -17.2% | — |
| E | BUY | 10 May 2022 | DHR Danaher Corporation (DHR) |
$1,001 - $15,000 | spouse | -17.2% | — |
| E | BUY | 10 May 2022 | DHR Danaher Corporation (DHR) |
$1,001 - $15,000 | spouse | -17.2% | — |
| E | SELL | 04 May 2022 | JNJ Johnson & Johnson (JNJ) |
$1,001 - $15,000 | self | — | — |
| E | SELL | 04 May 2022 | JNJ Johnson & Johnson (JNJ) |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 04 May 2022 | JNJ Johnson & Johnson (JNJ) |
$1,001 - $15,000 | spouse | — | — |
| B | BUY | 28 Feb 2022 | PYPL PayPal Holdings, Inc. (PYPL) |
$1,001 - $15,000 | spouse | -15.1% | yes |
| B | BUY | 28 Feb 2022 | PYPL PayPal Holdings, Inc. (PYPL) |
$1,001 - $15,000 | self | -15.1% | yes |
| C | BUY | 28 Feb 2022 | PYPL PayPal Holdings, Inc. (PYPL) |
$1,001 - $15,000 | spouse | -15.1% | yes |
| E | SELL | 24 Feb 2022 | LMT Lockheed Martin Corporation (LMT) |
$1,001 - $15,000 | spouse | — | — |
| — | BUY | 15 Feb 2022 | None KKR & Company Inc. 6% MCONV PFd C |
$1,001 - $15,000 | self | — | — |
| — | BUY | 15 Feb 2022 | None KKR & Company Inc. 6% MCONV PFd C |
$1,001 - $15,000 | spouse | — | — |
| — | BUY | 15 Feb 2022 | None KKR & Company Inc. 6% MCONV PFd C |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 10 Feb 2022 | LMT Lockheed Martin Corporation (LMT) |
$1,001 - $15,000 | spouse | — | — |
| — | SELL | 15 Jan 2022 | None US Bancorp Dep SHS PFD F Non- Cumu |
$1,001 - $15,000 | spouse | — | — |
| — | SELL | 15 Jan 2022 | None US Bancorp Dep SHS PFD F Non- Cumu |
$1,001 - $15,000 | spouse | — | — |
| — | SELL | 15 Jan 2022 | None US Bancorp Dep SHS PFD F Non- Cumu |
$1,001 - $15,000 | self | — | — |
| E | BUY | 13 Jan 2022 | BF.B Brown Forman Inc Class B (BF.B) |
$1,001 - $15,000 | spouse | +5.5% | — |
| E | BUY | 13 Jan 2022 | GPN global Payments Inc. (gPN) |
$1,001 - $15,000 | spouse | -13.9% | — |
| C | BUY | 13 Jan 2022 | JEF Jefferies Financial group Inc. (JE |
$1,001 - $15,000 | spouse | +17.1% | yes |
| E | BUY | 13 Jan 2022 | KEYS Keysight Technologies Inc. (KEYS) |
$1,001 - $15,000 | spouse | +15.8% | — |
| E | BUY | 13 Jan 2022 | LBRDA Liberty Broadband Corporation - Cl |
$1,001 - $15,000 | spouse | -30.2% | — |
| E | BUY | 13 Jan 2022 | SBUX Starbucks Corporation (SBUX) |
$1,001 - $15,000 | spouse | +22.5% | — |
| C | BUY | 23 Nov 2021 | MA Mastercard Incorporated (MA) |
$1,001 - $15,000 | spouse | +18.3% | yes |
| C | BUY | 23 Nov 2021 | V Visa Inc. (V) |
$1,001 - $15,000 | spouse | +15.6% | yes |
| C | BUY | 23 Nov 2021 | V Visa Inc. (V) |
$1,001 - $15,000 | self | +15.6% | yes |
| D | BUY | 16 Nov 2021 | GPN global Payments Inc. (gPN) |
$1,001 - $15,000 | spouse | -8.7% | — |
| E | BUY | 16 Nov 2021 | GPN global Payments Inc. (gPN) |
$1,001 - $15,000 | spouse | -8.7% | — |
| D | BUY | 16 Nov 2021 | GPN global Payments Inc. (gPN) |
$1,001 - $15,000 | self | -8.7% | — |
| C | SELL | 11 Nov 2021 | MKL Markel Corporation (MKL) |
$1,001 - $15,000 | spouse | — | yes |
| C | SELL | 11 Nov 2021 | MKL Markel Corporation (MKL) |
$1,001 - $15,000 | spouse | — | yes |
| B | SELL | 11 Nov 2021 | MKL Markel Corporation (MKL) |
$1,001 - $15,000 | self | — | yes |
| C | BUY | 22 Oct 2021 | MA Mastercard Incorporated (MA) |
$1,001 - $15,000 | spouse | +11.6% | yes |
| C | BUY | 22 Oct 2021 | MA Mastercard Incorporated (MA) |
$1,001 - $15,000 | self | +11.6% | yes |
| C | BUY | 22 Oct 2021 | V Visa Inc. (V) |
$1,001 - $15,000 | spouse | +10.5% | yes |
| B | SELL | 21 Oct 2021 | BRK.B berkshire Hathaway Inc. New (bRK.b |
$1,001 - $15,000 | self | — | yes |
| C | SELL | 21 Oct 2021 | BRK.B berkshire Hathaway Inc. New (bRK.b |
$1,001 - $15,000 | spouse | — | yes |
| — | BUY | 17 Sep 2021 | None Liberty broadband Corporation PFd |
$1,001 - $15,000 | spouse | — | — |
| — | BUY | 17 Sep 2021 | None Liberty broadband Corporation PFd |
$1,001 - $15,000 | self | — | — |
| — | BUY | 17 Sep 2021 | None Liberty broadband Corporation PFd |
$1,001 - $15,000 | spouse | — | — |
| C | SELL | 30 Aug 2021 | MKL Markel Corporation (MKL) |
$1,001 - $15,000 | spouse | — | yes |
| D | BUY | 27 Aug 2021 | CHD Church & dwight Company, Inc. (CHd |
$1,001 - $15,000 | self | +4.4% | — |
| E | BUY | 27 Aug 2021 | CHD Church & dwight Company, Inc. (CHd |
$1,001 - $15,000 | spouse | +4.4% | — |
| B | SELL | 27 Aug 2021 | MKL Markel Corporation (MKL) |
$1,001 - $15,000 | self | — | yes |
| C | SELL | 27 Aug 2021 | MKL Markel Corporation (MKL) |
$1,001 - $15,000 | spouse | — | yes |
| D | BUY | 20 Aug 2021 | AMZN Amazon.com, Inc. (AMZN) |
$1,001 - $15,000 | self | -14.5% | — |
| E | BUY | 20 Aug 2021 | AMZN Amazon.com, Inc. (AMZN) |
$1,001 - $15,000 | spouse | -14.5% | — |
| D | BUY | 11 Jun 2021 | CHD Church & dwight Company, Inc. (CHd |
$1,001 - $15,000 | spouse | +4.4% | — |
| D | BUY | 11 Jun 2021 | KEYS Keysight Technologies Inc. (KEYS) |
$1,001 - $15,000 | spouse | +13.7% | — |
| D | BUY | 10 Jun 2021 | AMZN Amazon.com, Inc. (AMZN) |
$1,001 - $15,000 | self | -14.5% | — |
| E | BUY | 10 Jun 2021 | AMZN Amazon.com, Inc. (AMZN) |
$1,001 - $15,000 | spouse | -14.5% | — |
| E | BUY | 10 Jun 2021 | AMZN Amazon.com, Inc. (AMZN) |
$1,001 - $15,000 | spouse | -14.5% | — |
| D | BUY | 08 Apr 2021 | LBRDA Liberty broadband Corporation - Cl |
$1,001 - $15,000 | spouse | -37.2% | — |
| E | BUY | 20 Jan 2021 | AZO AutoZone, Inc. (AZO) |
$1,001 - $15,000 | spouse | +51.9% | — |
| D | BUY | 20 Jan 2021 | LMT Lockheed Martin Corporation (LMT) |
$1,001 - $15,000 | spouse | +36.0% | — |
| C | BUY | 20 Jan 2021 | PGR Progressive Corporation (PgR) |
$1,001 - $15,000 | spouse | +55.0% | yes |
| D | BUY | 30 Dec 2020 | AZO AutoZone, Inc. (AZO) |
$1,001 - $15,000 | spouse | +51.9% | — |
| D | BUY | 30 Dec 2020 | AZO AutoZone, Inc. (AZO) |
$1,001 - $15,000 | self | +51.9% | — |
| E | BUY | 30 Dec 2020 | AZO AutoZone, Inc. (AZO) |
$1,001 - $15,000 | spouse | +51.9% | — |
| D | BUY | 30 Dec 2020 | LBRDA Liberty broadband Corporation - Cl |
$1,001 - $15,000 | spouse | -37.2% | — |
| C | SELL | 24 Dec 2020 | WFC Wells Fargo & Company (WFC) |
$1,001 - $15,000 | spouse | — | yes |
| B | SELL | 24 Dec 2020 | WFC Wells Fargo & Company (WFC) |
$1,001 - $15,000 | self | — | yes |
| C | SELL | 24 Dec 2020 | WFC Wells Fargo & Company (WFC) |
$1,001 - $15,000 | spouse | — | yes |
| D | SELL | 16 Dec 2020 | UL unilever PLC (uL) |
$1,001 - $15,000 | self | — | — |
| E | SELL | 16 Dec 2020 | UL unilever PLC (uL) |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 16 Dec 2020 | UL unilever PLC (uL) |
$1,001 - $15,000 | spouse | — | — |
| B | BUY | 15 Dec 2020 | ACGL Arch Capital group Ltd. (ACgL) |
$1,001 - $15,000 | spouse | +30.2% | yes |
| E | SELL | 11 Dec 2020 | UL unilever PLC (uL) |
$1,001 - $15,000 | spouse | — | — |
| B | BUY | 10 Dec 2020 | AMT American Tower Corporation (AMT) |
$1,001 - $15,000 | spouse | -9.1% | yes |
| D | BUY | 10 Dec 2020 | ORLY O'Reilly Automotive, Inc. (ORLY) |
$1,001 - $15,000 | spouse | +36.8% | — |
| C | BUY | 10 Dec 2020 | PGR Progressive Corporation (PgR) |
$1,001 - $15,000 | spouse | +55.0% | yes |
| B | BUY | 23 Nov 2020 | V Visa Inc. (V) |
$1,001 - $15,000 | self | -4.6% | yes |
| C | BUY | 23 Nov 2020 | V Visa Inc. (V) |
$1,001 - $15,000 | spouse | -4.6% | yes |
| C | BUY | 28 Oct 2020 | MA Mastercard Incorporated (MA) |
$1,001 - $15,000 | spouse | -1.8% | yes |
| C | BUY | 28 Oct 2020 | V Visa Inc. (V) |
$1,001 - $15,000 | spouse | -4.6% | yes |
| D | BUY | 11 Sep 2020 | POST Post Holdings, Inc. (POST) |
$1,001 - $15,000 | spouse | +39.0% | — |
| D | BUY | 11 Sep 2020 | POST Post Holdings, Inc. (POST) |
$1,001 - $15,000 | self | +39.0% | — |
| E | BUY | 11 Sep 2020 | POST Post Holdings, Inc. (POST) |
$1,001 - $15,000 | spouse | +39.0% | — |
| D | BUY | 17 Jul 2020 | SYK Stryker Corporation (SYK) |
$1,001 - $15,000 | self | -1.6% | — |
| E | BUY | 17 Jul 2020 | SYK Stryker Corporation (SYK) |
$1,001 - $15,000 | spouse | -1.6% | — |
| C | BUY | 13 Jul 2020 | BRK.B berkshire Hathaway Inc. New (bRK.b |
$1,001 - $15,000 | spouse | +10.9% | yes |
| E | BUY | 13 Jul 2020 | SYK Stryker Corporation (SYK) |
$1,001 - $15,000 | spouse | -1.6% | — |
| C | BUY | 25 Jun 2020 | MA Mastercard Incorporated (MA) |
$1,001 - $15,000 | spouse | -1.8% | yes |
| B | BUY | 25 Jun 2020 | PGR Progressive Corporation (PgR) |
$1,001 - $15,000 | self | +55.0% | yes |
| C | BUY | 25 Jun 2020 | V Visa Inc. (V) |
$1,001 - $15,000 | spouse | -4.6% | yes |
| E | SELL | 24 Jun 2020 | FB Facebook, Inc. - Class A (Fb) |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 24 Jun 2020 | FB Facebook, Inc. - Class A (Fb) |
$1,001 - $15,000 | spouse | — | — |
| D | SELL | 24 Jun 2020 | FB Facebook, Inc. - Class A (Fb) |
$1,001 - $15,000 | self | — | — |
| E | SELL | 24 Jun 2020 | FB Facebook, Inc. - Class A (Fb) |
$1,001 - $15,000 | spouse | — | — |
| D | BUY | 22 Jun 2020 | SBUX Starbucks Corporation (SbuX) |
$1,001 - $15,000 | self | -5.0% | — |
| E | BUY | 22 Jun 2020 | SBUX Starbucks Corporation (SbuX) |
$1,001 - $15,000 | spouse | -5.0% | — |
| C | BUY | 22 Apr 2020 | MA Mastercard Incorporated (MA) |
$1,001 - $15,000 | self | -1.8% | yes |
| C | BUY | 22 Apr 2020 | MA Mastercard Incorporated (MA) |
$1,001 - $15,000 | spouse | -1.8% | yes |
| C | BUY | 22 Apr 2020 | V Visa Inc. (V) |
$1,001 - $15,000 | self | -4.6% | yes |
| E | SELL | 21 Apr 2020 | JNJ Johnson & Johnson (JNJ) |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 17 Apr 2020 | GOOG Alphabet Inc. - Class C Capital St |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 17 Apr 2020 | GOOG Alphabet Inc. - Class C Capital St |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 17 Apr 2020 | GOOG Alphabet Inc. - Class C Capital St |
$1,001 - $15,000 | self | — | — |
| D | SELL | 01 Apr 2020 | KMX CarMax Inc (KMX) |
$1,001 - $15,000 | self | — | — |
| E | SELL | 01 Apr 2020 | KMX CarMax Inc (KMX) |
$1,001 - $15,000 | spouse | — | — |
| D | BUY | 30 Mar 2020 | SBUX Starbucks Corporation (SbuX) |
$1,001 - $15,000 | self | -5.0% | — |
| E | BUY | 30 Mar 2020 | SBUX Starbucks Corporation (SbuX) |
$1,001 - $15,000 | spouse | -5.0% | — |
| E | BUY | 30 Mar 2020 | SBUX Starbucks Corporation (SbuX) |
$1,001 - $15,000 | spouse | -5.0% | — |
| D | SELL | 27 Mar 2020 | KMX CarMax Inc (KMX) |
$1,001 - $15,000 | self | — | — |
| D | SELL | 23 Mar 2020 | ITW Illinois Tool Works Inc. (ITW) |
$1,001 - $15,000 | self | — | — |
| B | BUY | 19 Mar 2020 | MA Mastercard Incorporated (MA) |
$1,001 - $15,000 | self | -1.8% | yes |
| C | BUY | 19 Mar 2020 | MA Mastercard Incorporated (MA) |
$1,001 - $15,000 | spouse | -1.8% | yes |
| C | BUY | 19 Mar 2020 | V Visa Inc. (V) |
$1,001 - $15,000 | spouse | -4.6% | yes |
| C | BUY | 19 Mar 2020 | V Visa Inc. (V) |
$1,001 - $15,000 | self | -4.6% | yes |
| E | SELL | 12 Mar 2020 | SSNC SS&C Technologies Holdings, Inc. ( |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 12 Mar 2020 | SSNC SS&C Technologies Holdings, Inc. ( |
$1,001 - $15,000 | spouse | — | — |
| D | SELL | 12 Mar 2020 | SSNC SS&C Technologies Holdings, Inc. ( |
$1,001 - $15,000 | self | — | — |
| D | SELL | 11 Mar 2020 | ITW Illinois Tool Works Inc. (ITW) |
$1,001 - $15,000 | spouse | — | — |
| D | SELL | 11 Mar 2020 | ITW Illinois Tool Works Inc. (ITW) |
$1,001 - $15,000 | self | — | — |
| D | SELL | 09 Mar 2020 | BDX becton, dickinson and Company (bdX |
$1,001 - $15,000 | self | — | — |
| E | SELL | 09 Mar 2020 | BDX becton, dickinson and Company (bdX |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 09 Mar 2020 | BDX becton, dickinson and Company (bdX |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 09 Mar 2020 | DLTR dollar Tree, Inc. (dLTR) |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 09 Mar 2020 | DLTR dollar Tree, Inc. (dLTR) |
$1,001 - $15,000 | spouse | — | — |
| D | SELL | 09 Mar 2020 | DLTR dollar Tree, Inc. (dLTR) |
$1,001 - $15,000 | self | — | — |
| D | SELL | 06 Mar 2020 | DLTR dollar Tree, Inc. (dLTR) |
$1,001 - $15,000 | spouse | — | — |
| D | SELL | 27 Feb 2020 | CERN Cerner Corporation (CERN) |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 27 Feb 2020 | CERN Cerner Corporation (CERN) |
$1,001 - $15,000 | spouse | — | — |
| D | SELL | 27 Feb 2020 | CERN Cerner Corporation (CERN) |
$1,001 - $15,000 | self | — | — |
| C | BUY | 13 Feb 2020 | BRK.B berkshire Hathaway Inc. New (bRK.b |
$1,001 - $15,000 | spouse | +10.9% | yes |
| E | BUY | 13 Feb 2020 | JNJ Johnson & Johnson (JNJ) |
$1,001 - $15,000 | spouse | +20.8% | — |
| E | BUY | 13 Feb 2020 | JNJ Johnson & Johnson (JNJ) |
$1,001 - $15,000 | spouse | +20.8% | — |
| C | BUY | 13 Feb 2020 | WFC Wells Fargo & Company (WFC) |
$1,001 - $15,000 | spouse | +2.1% | yes |
| C | BUY | 13 Feb 2020 | WFC Wells Fargo & Company (WFC) |
$1,001 - $15,000 | spouse | +2.1% | yes |
| D | SELL | 28 Jan 2020 | FRFHF Fairfax Financial Holdings Ltd Ord |
$1,001 - $15,000 | self | — | — |
| E | SELL | 28 Jan 2020 | FRFHF Fairfax Financial Holdings Ltd Ord |
$1,001 - $15,000 | spouse | — | — |
| D | BUY | 28 Jan 2020 | UL unilever PLC (uL) |
$1,001 - $15,000 | self | +2.4% | — |
| E | BUY | 28 Jan 2020 | UL unilever PLC (uL) |
$1,001 - $15,000 | spouse | +2.4% | — |
| E | BUY | 28 Jan 2020 | UL unilever PLC (uL) |
$1,001 - $15,000 | spouse | +2.4% | — |
| D | BUY | 31 Dec 2019 | CL Colgate-Palmolive Company (CL) |
$1,001 - $15,000 | spouse | +10.1% | — |
| E | BUY | 31 Dec 2019 | JNJ Johnson & Johnson (JNJ) |
$1,001 - $15,000 | spouse | +20.8% | — |
| C | BUY | 31 Dec 2019 | MKL Markel Corporation (MKL) |
$1,001 - $15,000 | spouse | +7.5% | yes |
| D | BUY | 31 Dec 2019 | SYK Stryker Corporation (SYK) |
$1,001 - $15,000 | spouse | -1.6% | — |
| D | SELL | 22 Nov 2019 | MMM 3M Company (MMM) |
$1,001 - $15,000 | self | — | — |
| E | SELL | 22 Nov 2019 | MMM 3M Company (MMM) |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 22 Nov 2019 | MMM 3M Company (MMM) |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 22 Nov 2019 | DD duPont de Nemours, Inc. (dd) |
$1,001 - $15,000 | spouse | — | — |
| D | SELL | 22 Nov 2019 | DD duPont de Nemours, Inc. (dd) |
$1,001 - $15,000 | self | — | — |
| E | SELL | 22 Nov 2019 | DD duPont de Nemours, Inc. (dd) |
$1,001 - $15,000 | spouse | — | — |
| B | BUY | 06 Nov 2019 | PGR Progressive Corporation (PgR) |
$1,001 - $15,000 | spouse | +55.0% | yes |
| C | BUY | 06 Nov 2019 | PGR Progressive Corporation (PgR) |
$1,001 - $15,000 | spouse | +55.0% | yes |
| D | BUY | 04 Oct 2019 | UNH unitedHealth group Incorporated Co |
$1,001 - $15,000 | spouse | +41.0% | — |
| B | BUY | 09 Sep 2019 | WFC Wells Fargo & Company (WFC) |
$1,001 - $15,000 | spouse | +2.1% | yes |
| B | BUY | 09 Sep 2019 | WFC Wells Fargo & Company (WFC) |
$1,001 - $15,000 | self | +2.1% | yes |
| D | BUY | 06 Sep 2019 | SSNC SS&C Technologies Holdings, Inc. ( |
$1,001 - $15,000 | self | -16.3% | — |
| D | BUY | 08 Aug 2019 | SSNC SS&C Technologies Holdings, Inc. ( |
$1,001 - $15,000 | spouse | -16.3% | — |
| E | BUY | 08 Aug 2019 | SSNC SS&C Technologies Holdings, Inc. ( |
$1,001 - $15,000 | spouse | -16.3% | — |
| D | BUY | 08 Aug 2019 | SSNC SS&C Technologies Holdings, Inc. ( |
$1,001 - $15,000 | self | -16.3% | — |
| E | BUY | 18 Jul 2019 | JNJ Johnson & Johnson (JNJ) |
$1,001 - $15,000 | spouse | +20.8% | — |
| E | BUY | 18 Jul 2019 | JNJ Johnson & Johnson (JNJ) |
$1,001 - $15,000 | self | +20.8% | — |
| E | BUY | 18 Jul 2019 | JNJ Johnson & Johnson (JNJ) |
$1,001 - $15,000 | spouse | +20.8% | — |
| D | SELL | 03 Jun 2019 | DD duPont de Nemours, Inc. (dd) |
$1,001 - $15,000 | self | — | — |
| E | SELL | 03 Jun 2019 | DD duPont de Nemours, Inc. (dd) |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 03 Jun 2019 | DD duPont de Nemours, Inc. (dd) |
$1,001 - $15,000 | spouse | — | — |
| E | BUY | 31 May 2019 | GOOG Alphabet Inc. - Class C Capital St |
$1,001 - $15,000 | spouse | -12.9% | — |
| E | BUY | 31 May 2019 | GOOG Alphabet Inc. - Class C Capital St |
$1,001 - $15,000 | spouse | -12.9% | — |
| E | BUY | 31 May 2019 | GOOG Alphabet Inc. - Class C Capital St |
$1,001 - $15,000 | self | -12.9% | — |
| E | SELL | 21 May 2019 | ESGR Enstar group Limited - Ordinary Sh |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 21 May 2019 | ESGR Enstar group Limited - Ordinary Sh |
$1,001 - $15,000 | spouse | — | — |
| D | SELL | 20 May 2019 | ESGR Enstar group Limited - Ordinary Sh |
$1,001 - $15,000 | self | — | — |
| D | SELL | 10 May 2019 | DOW dow Inc. (dOW) |
$1,001 - $15,000 | self | — | — |
| E | SELL | 10 May 2019 | DOW dow Inc. (dOW) |
$1,001 - $15,000 | spouse | — | — |
| D | BUY | 23 Apr 2019 | BDX becton, dickinson and Company (bdX |
$1,001 - $15,000 | spouse | +14.0% | — |
| D | BUY | 23 Apr 2019 | BDX becton, dickinson and Company (bdX |
$1,001 - $15,000 | self | +14.0% | — |
| E | BUY | 23 Apr 2019 | BDX becton, dickinson and Company (bdX |
$1,001 - $15,000 | spouse | +14.0% | — |
| C | BUY | 23 Apr 2019 | BRK.B berkshire Hathaway Inc. New (bRK.b |
$1,001 - $15,000 | self | +10.9% | yes |
| B | BUY | 23 Apr 2019 | MKL Markel Corporation (MKL) |
$1,001 - $15,000 | self | +7.5% | yes |
| B | BUY | 11 Apr 2019 | MKL Markel Corporation (MKL) |
$1,001 - $15,000 | spouse | +7.5% | yes |
| B | BUY | 11 Apr 2019 | MKL Markel Corporation (MKL) |
$1,001 - $15,000 | self | +7.5% | yes |
| C | BUY | 11 Apr 2019 | MKL Markel Corporation (MKL) |
$1,001 - $15,000 | spouse | +7.5% | yes |
| D | SELL | 09 Apr 2019 | KHC The Kraft Heinz Company (KHC) |
$1,001 - $15,000 | self | — | — |
| — | BUY | 02 Apr 2019 | None uS bancorp dep SHS PFd F Non- Cumu |
$1,001 - $15,000 | spouse | — | — |
| — | BUY | 02 Apr 2019 | None uS bancorp dep SHS PFd F Non- Cumu |
$1,001 - $15,000 | self | — | — |
| — | BUY | 02 Apr 2019 | None uS bancorp dep SHS PFd F Non- Cumu |
$1,001 - $15,000 | spouse | — | — |
| D | SELL | 21 Mar 2019 | DOW dow Inc. (dOW) |
$1,001 - $15,000 | self | — | — |
| E | SELL | 21 Mar 2019 | DOW dow Inc. (dOW) |
$1,001 - $15,000 | spouse | — | — |
| E | BUY | 13 Mar 2019 | JPM JP Morgan Chase & Co. (JPM) |
$1,001 - $15,000 | spouse | -21.5% | — |
| E | BUY | 13 Mar 2019 | JPM JP Morgan Chase & Co. (JPM) |
$1,001 - $15,000 | self | -21.5% | — |
| E | BUY | 13 Mar 2019 | JPM JP Morgan Chase & Co. (JPM) |
$1,001 - $15,000 | spouse | -21.5% | — |
| D | SELL | 04 Mar 2019 | BH biglari Holdings Inc. Class b (bH) |
$1,001 - $15,000 | spouse | — | — |
| C | SELL | 28 Feb 2019 | BH biglari Holdings Inc. Class b (bH) |
$1,001 - $15,000 | self | — | — |
| E | BUY | 15 Feb 2019 | BRK.B berkshire Hathaway Inc. New (bRK.b |
$1,001 - $15,000 | spouse | +10.9% | — |
| D | BUY | 15 Feb 2019 | BF.B brown Forman Inc Class b (bF.b) |
$1,001 - $15,000 | spouse | +14.3% | — |
| D | BUY | 15 Feb 2019 | BF.B brown Forman Inc Class b (bF.b) |
$1,001 - $15,000 | self | +14.3% | — |
| E | BUY | 15 Feb 2019 | BF.B brown Forman Inc Class b (bF.b) |
$1,001 - $15,000 | spouse | +14.3% | — |
| E | BUY | 08 Feb 2019 | CVET Covetrus, Inc. (CVET) |
$1,001 - $15,000 | spouse | — | — |
| D | BUY | 06 Feb 2019 | CVET Covetrus, Inc. (CVET) |
$1,001 - $15,000 | self | — | — |
| E | BUY | 06 Feb 2019 | CVET Covetrus, Inc. (CVET) |
$1,001 - $15,000 | spouse | — | — |
| D | BUY | 04 Feb 2019 | JEF Jefferies Financial group Inc. (JE |
$1,001 - $15,000 | spouse | -2.9% | — |
| D | BUY | 18 Jan 2019 | FB Facebook, Inc. - Class A (Fb) |
$1,001 - $15,000 | self | — | — |
| E | BUY | 18 Jan 2019 | FB Facebook, Inc. - Class A (Fb) |
$1,001 - $15,000 | spouse | — | — |
Click any row for the full trade breakdown.