Trade of the Earl Blumenauer
Democrat · OR-3 · House
In-remit alpha 12m
+0.4%
50 buys in their jurisdiction
Everything else
-5.7%
their other buys
$-weighted 12m
-6.6%
all buys, by size
t-stat (12m)
-0.95
within the noise
Disclosure lag
25 days
trade → public filing
Est. volume
$782.0K
0 option trades
Trading profile
| Disclosed transactions | 350 across 71 filings |
| Buys / sells | 229 / 117 |
| Distinct securities | 86 |
| Estimated volume | $5.7M |
| Traded in family accounts | 258 of 350 |
| Active | 05 Dec 2019 – 21 Nov 2024 |
| Busiest single day | 34 trades 14 Mar 2022 |
34 transactions on a single day is the signature of a managed account being rebalanced rather than 34 separate decisions — which is why the grades below skew low.
What they buy
| Technology | 27 | |
| Utilities | 25 | |
| Healthcare | 24 | |
| Financials | 17 | |
| Industrials | 9 | |
| Pharma | 9 | |
| Telecom | 9 | |
| Aerospace | 4 |
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 |
|
30 |
| C |
|
28 |
| D |
|
102 |
| E |
|
66 |
Largest positions
| Ticker | Buys | Est. size | Avg 12m vs SPY |
|---|---|---|---|
| NWN | 20 | $77.5K | -16.5% |
| GOOGL | 3 | $35.1K | -6.2% |
| VTR | 2 | $31.3K | -14.6% |
| APD | 2 | $31.3K | +24.0% |
| VZ | 1 | $27.4K | -13.7% |
| SO | 1 | $27.4K | +14.8% |
| SNY | 1 | $27.4K | -9.5% |
| NKE | 1 | $27.4K | -47.5% |
| MOH | 1 | $27.4K | -25.8% |
| DEO | 1 | $27.4K | -39.9% |
| BAX | 1 | $27.4K | -56.9% |
| AMZN | 1 | $27.4K | +0.7% |
All disclosed trades
| Grade | Side | Traded | Ticker | Amount | Owner | 12m vs SPY | Remit |
|---|---|---|---|---|---|---|---|
| — | BUY | 21 Nov 2024 | None Comcast Corp 1.95%31 |
$15,001 - $50,000 | spouse | — | — |
| — | SELL | 21 Nov 2024 | None Comcast Corp 4.65%33 |
$15,001 - $50,000 | spouse | — | — |
| — | BUY | 19 Nov 2024 | None US Treasu NT 4.625%02/26 |
$15,001 - $50,000 | spouse | — | — |
| — | BUY | 19 Nov 2024 | None US Treasur NT 4%01/27 |
$15,001 - $50,000 | spouse | — | — |
| D | BUY | 15 Nov 2024 | NWN Northwest Natural Holding Company |
$1,001 - $15,000 | spouse | +0.7% | — |
| — | BUY | 08 Nov 2024 | None Bank of America C Var 27 |
$15,001 - $50,000 | spouse | — | — |
| — | BUY | 08 Nov 2024 | None The Kroger Co. 4.5% 29 |
$15,001 - $50,000 | spouse | — | — |
| — | SELL | 08 Nov 2024 | None Toyota Motor Credit 3%/25 |
$50,001 - $100,000 | spouse | — | — |
| — | BUY | 21 Oct 2024 | None US Treasu Nt 4.125% UST Due 03/31/ |
$15,001 - $50,000 | spouse | — | — |
| — | BUY | 21 Oct 2024 | None US Treasu NT 4.625% Due 04/30/31 |
$15,001 - $50,000 | spouse | — | — |
| — | BUY | 15 Oct 2024 | None US Treasury Bill Due 02/04/25 |
$15,001 - $50,000 | self | — | — |
| — | BUY | 15 Oct 2024 | None US Treasury Bill Due 04/10/25 |
$15,001 - $50,000 | self | — | — |
| — | BUY | 11 Oct 2024 | None Constellation BR 2.25%31 Due 08/01 |
$15,001 - $50,000 | spouse | — | — |
| — | SELL | 11 Oct 2024 | None UnitedHealth Gro 3.75%25 |
$15,001 - $50,000 | spouse | — | — |
| — | BUY | 27 Sep 2024 | None US Treasury Bill Due 11/26/24 |
$15,001 - $50,000 | self | — | — |
| — | BUY | 27 Sep 2024 | None US Treasury Bill Due 12/12/24 |
$15,001 - $50,000 | self | — | — |
| — | BUY | 26 Sep 2024 | None Target Corp 2.35%30 |
$15,001 - $50,000 | spouse | — | — |
| — | SELL | 26 Sep 2024 | None Target Corp 3.375%29 |
$15,001 - $50,000 | spouse | — | — |
| B | SELL | 19 Sep 2024 | VTR Ventas, Inc. Common Stock (VTR) |
$15,001 - $50,000 | spouse | — | yes |
| — | BUY | 13 Sep 2024 | None US Treasury Bill Due 09/04/25 |
$1,001 - $15,000 | self | — | — |
| — | BUY | 29 Aug 2024 | None US Treasur Nt 2.75%08/32 |
$15,001 - $50,000 | spouse | — | — |
| D | BUY | 15 Aug 2024 | NWN Northwest Natural Holding Company |
$1,001 - $15,000 | spouse | -10.8% | — |
| — | BUY | 26 Jul 2024 | None US Treasury Bill Due 09/17/24 |
$15,001 - $50,000 | self | — | — |
| — | BUY | 12 Jul 2024 | None US Treasury Bill Due 06/12/25 |
$15,001 - $50,000 | self | — | — |
| B | BUY | 09 Jul 2024 | BAX Baxter International Inc. Common S |
$15,001 - $50,000 | spouse | -56.9% | yes |
| C | SELL | 09 Jul 2024 | MDT Medtronic plc. Ordinary Shares (MD |
$1,001 - $15,000 | spouse | — | yes |
| E | SELL | 09 Jul 2024 | WBD Warner Bros. Discovery, Inc. - Ser |
$1,001 - $15,000 | spouse | — | — |
| C | SELL | 27 Jun 2024 | CVS CVS Health Corporation Common Stoc |
$1,001 - $15,000 | spouse | — | yes |
| — | BUY | 21 Jun 2024 | None US Treasury Bill Due 12/26/24 |
$15,001 - $50,000 | self | — | — |
| — | BUY | 07 Jun 2024 | None US Treasu NT 4.625%04/31 |
$15,001 - $50,000 | spouse | — | — |
| — | SELL | 07 Jun 2024 | None US Treasury 5.375%02/31UST Bond |
$15,001 - $50,000 | spouse | — | — |
| — | BUY | 17 May 2024 | None ECOLAB Inc. 2.125% Due 02/01/32 |
$15,001 - $50,000 | spouse | — | — |
| — | BUY | 17 May 2024 | None JPMorgan Chase & Var 35 Due 04/22/ |
$15,001 - $50,000 | spouse | — | — |
| — | BUY | 17 May 2024 | None US Treasur Nt 3.625% Due 03/31/30 |
$15,001 - $50,000 | spouse | — | — |
| — | BUY | 17 May 2024 | None US Treasury Bill Due 07/11/24 |
$15,001 - $50,000 | self | — | — |
| — | BUY | 17 May 2024 | None US Treasury Due 10/03/24 |
$15,001 - $50,000 | self | — | — |
| D | BUY | 15 May 2024 | NWN Northwest Natural Holding Company |
$1,001 - $15,000 | spouse | +1.6% | — |
| — | BUY | 30 Apr 2024 | None US Treasury Bill 24 Due 06/13/24 |
$15,001 - $50,000 | self | — | — |
| — | BUY | 30 Apr 2024 | None US Treasury Bill24 Due 07/25/24 |
$15,001 - $50,000 | self | — | — |
| D | SELL | 04 Apr 2024 | BX Blackstone Inc. Common Stock (BX) |
$1,001 - $15,000 | spouse | — | yes |
| C | SELL | 04 Apr 2024 | CAT Caterpillar, Inc. Common Stock (CA |
$1,001 - $15,000 | spouse | — | yes |
| E | SELL | 04 Apr 2024 | ERJ Embraer S.A. Common Stock (ERJ) |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 04 Apr 2024 | KR Kroger Company (KR) |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 04 Apr 2024 | MGA Magna International, Inc. Common S |
$1,001 - $15,000 | spouse | — | — |
| C | SELL | 04 Apr 2024 | MCK McKesson Corporation Common Stock |
$15,001 - $50,000 | spouse | — | yes |
| D | BUY | 04 Apr 2024 | NKE Nike, Inc. Common Stock (NKE) |
$15,001 - $50,000 | spouse | -47.5% | — |
| C | SELL | 04 Apr 2024 | DGX Quest Diagnostics Incorporated Com |
$1,001 - $15,000 | spouse | — | yes |
| D | BUY | 04 Apr 2024 | RTX RTX Corporation Common Stock (RTX) |
$1,001 - $15,000 | spouse | +18.5% | yes |
| E | BUY | 04 Apr 2024 | SO Southern Company (SO) |
$15,001 - $50,000 | spouse | +14.8% | — |
| D | SELL | 04 Apr 2024 | TEL TE Connectivity Ltd. New Switzerla |
$15,001 - $50,000 | spouse | — | — |
| — | BUY | 04 Apr 2024 | None The Goldman Sachs Var 33 Due 02/24 |
$15,001 - $50,000 | spouse | — | — |
| D | BUY | 04 Apr 2024 | V Visa Inc. (V) |
$1,001 - $15,000 | spouse | +19.8% | yes |
| — | BUY | 04 Apr 2024 | None Wells Fargo & Co Var 29 Due 07/25/ |
$15,001 - $50,000 | spouse | — | — |
| — | BUY | 27 Mar 2024 | None US Treasury Bill 04/25/24 |
$15,001 - $50,000 | self | — | — |
| — | BUY | 27 Mar 2024 | None US Treasury Bill 05/02/24 |
$15,001 - $50,000 | self | — | — |
| D | BUY | 15 Feb 2024 | NWN Northwest Natural Holding Company |
$1,001 - $15,000 | spouse | +6.7% | — |
| D | BUY | 12 Feb 2024 | AMZN Amazon.com, Inc. - Common Stock (A |
$15,001 - $50,000 | spouse | +0.7% | — |
| C | BUY | 12 Feb 2024 | PHG Koninklijke Philips N.V. NY Regist |
$1,001 - $15,000 | spouse | +17.2% | yes |
| C | BUY | 12 Feb 2024 | PFE Pfizer, Inc. Common Stock (PFE) |
$1,001 - $15,000 | spouse | -10.1% | yes |
| E | BUY | 12 Feb 2024 | QCOM QUALCOMM Incorporated - Common Sto |
$1,001 - $15,000 | spouse | -19.2% | — |
| E | SELL | 12 Feb 2024 | UL Unilever PLC Common Stock (UL) |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 01 Feb 2024 | GOOGL Alphabet Inc. - Class A Common Sto |
$1,001 - $15,000 | spouse | — | — |
| — | BUY | 20 Dec 2023 | None US Treas NT 4.5% 11/33 |
$15,001 - $50,000 | spouse | — | — |
| — | BUY | 15 Dec 2023 | None US Treas NT 4.5% 11/33 |
$15,001 - $50,000 | spouse | — | — |
| B | SELL | 13 Dec 2023 | ALK Alaska Air Group, Inc. (ALK) |
$1,001 - $15,000 | spouse | — | yes |
| D | BUY | 07 Dec 2023 | DEO Diageo plc (DEO) |
$15,001 - $50,000 | spouse | -39.9% | — |
| D | BUY | 15 Nov 2023 | NWN Northwest Natural Holding Company |
$1,001 - $15,000 | spouse | -16.8% | — |
| C | SELL | 09 Nov 2023 | PYPL PayPal Holdings, Inc. (PYPL) |
$1,001 - $15,000 | spouse | — | yes |
| E | SELL | 08 Nov 2023 | IP International Paper Company (IP) |
$1,001 - $15,000 | spouse | — | — |
| — | BUY | 03 Nov 2023 | None US Treasury Bill Due 05/16/24 |
$15,001 - $50,000 | self | — | — |
| — | BUY | 03 Nov 2023 | None US Treasury Bill Due 10/31/24 |
$15,001 - $50,000 | self | — | — |
| — | BUY | 02 Oct 2023 | None Toyota Motor Credit 3%/25 |
$1,001 - $15,000 | spouse | — | — |
| — | BUY | 29 Sep 2023 | None US Treasury Bill Due 03/21/24 |
$15,001 - $50,000 | self | — | — |
| — | BUY | 25 Aug 2023 | None US Treasury Bill Due 01/11/24 |
$15,001 - $50,000 | self | — | — |
| — | BUY | 25 Aug 2023 | None US Treasury Bill Due 02/22/24 |
$15,001 - $50,000 | self | — | — |
| E | BUY | 24 Aug 2023 | SYY Sysco Corporation (SYY) |
$1,001 - $15,000 | spouse | -5.9% | — |
| D | BUY | 23 Aug 2023 | SYY Sysco Corporation (SYY) |
$1,001 - $15,000 | spouse | -5.9% | — |
| D | SELL | 16 Aug 2023 | F Ford Motor Company (F) |
$15,001 - $50,000 | spouse | — | — |
| D | BUY | 15 Aug 2023 | NWN Northwest Natural Holding Company |
$1,001 - $15,000 | spouse | -18.2% | — |
| C | SELL | 27 Jul 2023 | ICE Intercontinental Exchange Inc. (IC |
$1,001 - $15,000 | spouse | — | yes |
| — | BUY | 20 Jul 2023 | None Thermo Fisher SC 1.75%/28 |
$15,001 - $50,000 | spouse | — | — |
| — | BUY | 20 Jul 2023 | None US Treasur NT 4.25%05/25 |
$15,001 - $50,000 | spouse | — | — |
| — | BUY | 14 Jul 2023 | None Comcast Corp 4.65%33 |
$15,001 - $50,000 | spouse | — | — |
| D | SELL | 30 Jun 2023 | BROS Dutch Bros Inc. Class A (BROS) |
$1,001 - $15,000 | spouse | — | — |
| C | SELL | 15 Jun 2023 | CNC Centene Corporation (CNC) |
$1,001 - $15,000 | spouse | — | yes |
| B | BUY | 15 Jun 2023 | MOH Molina Healthcare Inc (MOH) |
$15,001 - $50,000 | spouse | -25.8% | yes |
| — | BUY | 25 May 2023 | None US TREASUR NT 2.25%03/26 |
$15,001 - $50,000 | spouse | — | — |
| — | BUY | 25 May 2023 | None US TREASUR NT 3.5%02/33 |
$15,001 - $50,000 | spouse | — | — |
| D | BUY | 15 May 2023 | NWN Northwest Natural Holding Company |
$1,001 - $15,000 | spouse | -39.2% | — |
| — | BUY | 12 May 2023 | None USTREASURY BILL Due09/14/23 |
$1,001 - $15,000 | self | — | — |
| B | BUY | 10 May 2023 | PYPL PayPal Holdings, Inc. (PYPL) |
$1,001 - $15,000 | spouse | -20.8% | yes |
| — | BUY | 02 May 2023 | None US TREASURY Bill Due 04/18/24 |
$50,001 - $100,000 | self | — | — |
| — | BUY | 02 May 2023 | None US TREASURY BILL Due08/10/23 |
$15,001 - $50,000 | self | — | — |
| — | BUY | 02 May 2023 | None US TREASURY BILL Due11/02/23 |
$15,001 - $50,000 | self | — | — |
| E | SELL | 20 Mar 2023 | FRC FIRST REPUBLIC BANK (FRC) |
$1,001 - $15,000 | spouse | — | — |
| — | SELL | 15 Mar 2023 | None Berkshire Hathaw 2.75%03/15/23 |
$15,001 - $50,000 | spouse | — | — |
| C | SELL | 09 Mar 2023 | BAC Bank of America Corporation (BAC) |
$1,001 - $15,000 | spouse | — | yes |
| B | SELL | 09 Mar 2023 | FDX FedEx Corporation (FDX) |
$1,001 - $15,000 | spouse | — | yes |
| D | BUY | 09 Mar 2023 | SIVB SVB Financial Group (SIVB) |
$1,001 - $15,000 | spouse | — | — |
| D | BUY | 15 Feb 2023 | NWN Northwest Natural Holding Company |
$1,001 - $15,000 | spouse | -47.2% | — |
| — | BUY | 07 Feb 2023 | None PayPal Holdings 4.4%32 |
$15,001 - $50,000 | spouse | — | — |
| — | BUY | 03 Jan 2023 | None US Treasu NT 3.125% Due 8/31/27 |
$15,001 - $50,000 | spouse | — | — |
| — | BUY | 03 Jan 2023 | None US Treasury 5.375%02/31UST Bond |
$15,001 - $50,000 | spouse | — | — |
| — | BUY | 22 Dec 2022 | None Amazon.Com, Inc, 4.65%29 Due 12/01 |
$15,001 - $50,000 | spouse | — | — |
| — | SELL | 15 Dec 2022 | None Intel Corp 2.7%/22 Due 12/15/22 |
$15,001 - $50,000 | spouse | — | — |
| — | SELL | 30 Nov 2022 | None US Treasur NT 2% 11/30/22 |
$50,001 - $100,000 | spouse | — | — |
| D | BUY | 15 Nov 2022 | NWN Northwest Natural Holding Company |
$1,001 - $15,000 | spouse | -30.1% | — |
| D | BUY | 28 Oct 2022 | AAPL Apple Inc. (AAPL) |
$15,001 - $50,000 | spouse | +15.4% | — |
| D | BUY | 10 Oct 2022 | VZ Verizon Communications Inc. (VZ) |
$15,001 - $50,000 | spouse | -13.7% | — |
| D | SELL | 05 Oct 2022 | T AT&T Inc. (T) |
$1,001 - $15,000 | spouse | — | — |
| — | BUY | 03 Oct 2022 | None Toyota Motor Credit 3%25 |
$1,001 - $15,000 | spouse | — | — |
| B | BUY | 30 Sep 2022 | ALK Alaska Air Group, Inc. (ALK) |
$1,001 - $15,000 | spouse | -33.4% | yes |
| D | BUY | 28 Sep 2022 | NEM Newmont Corporation (NEM) |
$1,001 - $15,000 | spouse | -25.9% | — |
| C | BUY | 26 Sep 2022 | AMGN Amgen Inc. (AMGN) |
$1,001 - $15,000 | spouse | +2.7% | yes |
| C | BUY | 26 Sep 2022 | CNC Centene Corporation (CNC) |
$1,001 - $15,000 | spouse | -29.3% | yes |
| B | BUY | 26 Sep 2022 | EMR Emerson Electric Company (EMR) |
$1,001 - $15,000 | spouse | +6.8% | yes |
| — | SELL | 23 Sep 2022 | None JPMorgan Chase 3.25% Due 9/23/22 |
$15,001 - $50,000 | spouse | — | — |
| — | SELL | 15 Sep 2022 | None Merck & Co., Inc. 2.4% Due 9/15/22 |
$15,001 - $50,000 | spouse | — | — |
| D | BUY | 15 Aug 2022 | NWN Northwest Natural Holding Company |
$1,001 - $15,000 | spouse | -30.5% | — |
| — | BUY | 11 Aug 2022 | None Deere & Co 3.1%30 Due 04/15/30 |
$15,001 - $50,000 | spouse | — | — |
| — | BUY | 09 Aug 2022 | None The Allstate Cor 1.45%30 Due 12/15 |
$15,001 - $50,000 | spouse | — | — |
| B | BUY | 03 Aug 2022 | CARR Carrier Global Corporation (CARR) |
$1,001 - $15,000 | spouse | +29.0% | yes |
| E | SELL | 03 Aug 2022 | INTC Intel Corporation (INTC) |
$1,001 - $15,000 | spouse | — | — |
| — | SELL | 01 Aug 2022 | None US Treasur NT 2% 07/22 |
$15,001 - $50,000 | spouse | — | — |
| B | BUY | 27 Jul 2022 | PHG Koninklijke Philips N.V. NY Regist |
$1,001 - $15,000 | spouse | -9.1% | yes |
| D | SELL | 17 Jun 2022 | IMAX Imax Corporation (IMAX) |
$1,001 - $15,000 | spouse | — | — |
| D | BUY | 17 Jun 2022 | WBD Warner Bros. Discovery, Inc. - Ser |
$1,001 - $15,000 | spouse | -28.1% | — |
| D | SELL | 16 Jun 2022 | IMAX Imax Corporation (IMAX) |
$1,001 - $15,000 | spouse | — | — |
| B | BUY | 27 May 2022 | SNY Sanofi - American Depositary Share |
$15,001 - $50,000 | spouse | -9.5% | yes |
| C | SELL | 25 May 2022 | C Citigroup, Inc. (C) |
$1,001 - $15,000 | spouse | — | yes |
| — | BUY | 25 May 2022 | None Interntnl Busines 3.3%26 |
$15,001 - $50,000 | spouse | — | — |
| D | BUY | 13 May 2022 | NWN Northwest Natural Holding Company |
$1,001 - $15,000 | spouse | -23.0% | — |
| E | SELL | 03 May 2022 | VOD Vodafone Group Plc - American Depo |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 27 Apr 2022 | VOD Vodafone Group Plc - American Depo |
$1,001 - $15,000 | spouse | — | — |
| D | SELL | 22 Apr 2022 | Y Alleghany Corporation (Y) |
$1,001 - $15,000 | spouse | — | — |
| — | BUY | 20 Apr 2022 | None US Treasu NT 2.375%04/26 |
$15,001 - $50,000 | spouse | — | — |
| — | BUY | 31 Mar 2022 | None Toyota Motor Credit 3%25 Due 04/01 |
$15,001 - $50,000 | spouse | — | — |
| — | BUY | 22 Mar 2022 | None Toyota Motor Credit 3%25 |
$15,001 - $50,000 | spouse | — | — |
| E | SELL | 14 Mar 2022 | APD Air Products and Chemicals, Inc. ( |
$1,001 - $15,000 | self | — | — |
| C | SELL | 14 Mar 2022 | ALK Alaska Air group, Inc. (AlK) |
$1,001 - $15,000 | self | — | yes |
| E | SELL | 14 Mar 2022 | GOOGL Alphabet Inc. - Class A (gOOgl) |
$1,001 - $15,000 | self | — | — |
| D | SELL | 14 Mar 2022 | AMGN Amgen Inc. (AMgN) |
$1,001 - $15,000 | self | — | yes |
| D | SELL | 14 Mar 2022 | BAC Bank of America Corporation (BAC) |
$1,001 - $15,000 | self | — | yes |
| E | SELL | 14 Mar 2022 | BLKB Blackbaud, Inc. (BlKB) |
$1,001 - $15,000 | self | — | — |
| D | SELL | 14 Mar 2022 | BLK BlackRock, Inc. (BlK) |
$1,001 - $15,000 | self | — | yes |
| D | SELL | 14 Mar 2022 | CNC Centene Corporation (CNC) |
$1,001 - $15,000 | self | — | yes |
| E | SELL | 14 Mar 2022 | CSCO Cisco Systems, Inc. (CSCO) |
$1,001 - $15,000 | self | — | — |
| D | SELL | 14 Mar 2022 | C Citigroup, Inc. (C) |
$1,001 - $15,000 | self | — | yes |
| E | SELL | 14 Mar 2022 | FRC FIRST REPuBlIC BANK (FRC) |
$1,001 - $15,000 | self | — | — |
| E | SELL | 14 Mar 2022 | FLEX Flex ltd. - Ordinary Shares (FlEX) |
$1,001 - $15,000 | self | — | — |
| D | SELL | 14 Mar 2022 | GS goldman Sachs group, Inc. (gS) |
$1,001 - $15,000 | self | — | yes |
| E | SELL | 14 Mar 2022 | HD Home Depot, Inc. (HD) |
$1,001 - $15,000 | self | — | — |
| E | SELL | 14 Mar 2022 | INTC Intel Corporation (INTC) |
$1,001 - $15,000 | self | — | — |
| D | SELL | 14 Mar 2022 | ICE Intercontinental Exchange Inc. (IC |
$1,001 - $15,000 | self | — | yes |
| E | SELL | 14 Mar 2022 | IP International Paper Company (IP) |
$1,001 - $15,000 | self | — | — |
| E | SELL | 14 Mar 2022 | KR Kroger Company (KR) |
$1,001 - $15,000 | self | — | — |
| E | SELL | 14 Mar 2022 | MGA Magna International, Inc. (MgA) |
$1,001 - $15,000 | self | — | — |
| D | SELL | 14 Mar 2022 | MCK McKesson Corporation (MCK) |
$1,001 - $15,000 | self | — | yes |
| D | SELL | 14 Mar 2022 | MDT Medtronic plc. Ordinary Shares (MD |
$1,001 - $15,000 | self | — | yes |
| D | SELL | 14 Mar 2022 | PFE Pfizer, Inc. (PFE) |
$1,001 - $15,000 | self | — | yes |
| E | SELL | 14 Mar 2022 | QCOM QuAlCOMM Incorporated (QCOM) |
$1,001 - $15,000 | self | — | — |
| D | SELL | 14 Mar 2022 | DGX Quest Diagnostics Incorporated (Dg |
$1,001 - $15,000 | self | — | yes |
| D | SELL | 14 Mar 2022 | RTX Raytheon Technologies Corporation |
$1,001 - $15,000 | self | — | yes |
| E | SELL | 14 Mar 2022 | CRM Salesforce.com Inc (CRM) |
$1,001 - $15,000 | self | — | — |
| E | SELL | 14 Mar 2022 | SAP SAP SE ADS (SAP) |
$1,001 - $15,000 | self | — | — |
| D | SELL | 14 Mar 2022 | SIEGY Siemens Ag American Depositary Sha |
$1,001 - $15,000 | self | — | yes |
| E | SELL | 14 Mar 2022 | SBUX Starbucks Corporation (SBuX) |
$1,001 - $15,000 | self | — | — |
| D | SELL | 14 Mar 2022 | USB u.S. Bancorp (uSB) |
$1,001 - $15,000 | self | — | yes |
| E | SELL | 14 Mar 2022 | UL unilever PlC (ul) |
$1,001 - $15,000 | self | — | — |
| D | SELL | 14 Mar 2022 | VTR Ventas, Inc. (VTR) |
$1,001 - $15,000 | self | — | yes |
| C | SELL | 14 Mar 2022 | VTRS Viatris Inc. (VTRS) |
$1,001 - $15,000 | self | — | yes |
| E | SELL | 14 Mar 2022 | DIS Walt Disney Company (DIS) |
$1,001 - $15,000 | self | — | — |
| D | BUY | 10 Mar 2022 | APD Air Products and Chemicals, Inc. ( |
$1,001 - $15,000 | self | +25.3% | — |
| D | BUY | 10 Mar 2022 | APD Air Products and Chemicals, Inc. ( |
$15,001 - $50,000 | spouse | +22.8% | — |
| — | BUY | 10 Mar 2022 | None Goldman Sachs Inter 3%24 |
$15,001 - $50,000 | spouse | — | — |
| — | BUY | 09 Mar 2022 | None US Treasur NT 1.625%04/23 |
$50,001 - $100,000 | spouse | — | — |
| — | BUY | 09 Mar 2022 | None US Treasur NT 2.25%11/14 |
$50,001 - $100,000 | spouse | — | — |
| — | BUY | 09 Mar 2022 | None US Treasur NT 2.25%11/25 |
$50,001 - $100,000 | spouse | — | — |
| C | BUY | 24 Feb 2022 | ALK Alaska Air group, Inc. (AlK) |
$1,001 - $15,000 | self | -18.8% | yes |
| E | BUY | 24 Feb 2022 | GOOGL Alphabet Inc. - Class A (gOOgl) |
$1,001 - $15,000 | self | -17.1% | — |
| D | BUY | 24 Feb 2022 | AMGN Amgen Inc. (AMgN) |
$1,001 - $15,000 | self | +13.5% | yes |
| D | BUY | 24 Feb 2022 | BAC Bank of America Corporation (BAC) |
$1,001 - $15,000 | self | -20.9% | yes |
| E | BUY | 24 Feb 2022 | BLKB Blackbaud, Inc. (BlKB) |
$1,001 - $15,000 | self | +22.9% | — |
| D | BUY | 24 Feb 2022 | BLK BlackRock, Inc. (BlK) |
$1,001 - $15,000 | self | -3.8% | yes |
| C | BUY | 24 Feb 2022 | CNC Centene Corporation (CNC) |
$1,001 - $15,000 | self | -16.8% | yes |
| E | BUY | 24 Feb 2022 | CSCO Cisco Systems, Inc. (CSCO) |
$1,001 - $15,000 | self | +5.6% | — |
| C | BUY | 24 Feb 2022 | C Citigroup, Inc. (C) |
$1,001 - $15,000 | self | +0.2% | yes |
| E | BUY | 24 Feb 2022 | FRC FIRST REPuBlIC BANK (FRC) |
$1,001 - $15,000 | self | — | — |
| E | BUY | 24 Feb 2022 | FLEX Flex ltd. - Ordinary Shares (FlEX) |
$1,001 - $15,000 | self | +26.3% | — |
| C | BUY | 24 Feb 2022 | GS goldman Sachs group, Inc. (gS) |
$1,001 - $15,000 | self | +8.8% | yes |
| E | BUY | 24 Feb 2022 | HD Home Depot, Inc. (HD) |
$1,001 - $15,000 | self | +8.7% | — |
| E | BUY | 24 Feb 2022 | INTC Intel Corporation (INTC) |
$1,001 - $15,000 | self | -20.0% | — |
| D | BUY | 24 Feb 2022 | ICE Intercontinental Exchange Inc. (IC |
$1,001 - $15,000 | self | -10.5% | yes |
| E | BUY | 24 Feb 2022 | IP International Paper Company (IP) |
$1,001 - $15,000 | self | -11.6% | — |
| E | BUY | 24 Feb 2022 | KR Kroger Company (KR) |
$1,001 - $15,000 | self | -4.0% | — |
| E | BUY | 24 Feb 2022 | MGA Magna International, Inc. (MgA) |
$1,001 - $15,000 | self | -8.0% | — |
| C | BUY | 24 Feb 2022 | MCK McKesson Corporation (MCK) |
$1,001 - $15,000 | self | +27.8% | yes |
| D | BUY | 24 Feb 2022 | PFE Pfizer, Inc. (PFE) |
$1,001 - $15,000 | self | -10.0% | yes |
| E | BUY | 24 Feb 2022 | QCOM QuAlCOMM Incorporated (QCOM) |
$1,001 - $15,000 | self | -7.0% | — |
| D | BUY | 24 Feb 2022 | DGX Quest Diagnostics Incorporated (Dg |
$1,001 - $15,000 | self | +15.3% | yes |
| D | BUY | 24 Feb 2022 | RTX Raytheon Technologies Corporation |
$1,001 - $15,000 | self | +10.0% | yes |
| E | BUY | 24 Feb 2022 | CRM Salesforce.com Inc (CRM) |
$1,001 - $15,000 | self | +0.2% | — |
| E | BUY | 24 Feb 2022 | SAP SAP SE ADS (SAP) |
$1,001 - $15,000 | self | +27.7% | — |
| C | BUY | 24 Feb 2022 | SIEGY Siemens Ag American Depositary Sha |
$1,001 - $15,000 | self | +29.2% | yes |
| E | BUY | 24 Feb 2022 | SBUX Starbucks Corporation (SBuX) |
$1,001 - $15,000 | self | +29.4% | — |
| D | BUY | 24 Feb 2022 | USB u.S. Bancorp (uSB) |
$1,001 - $15,000 | self | -21.8% | yes |
| E | BUY | 24 Feb 2022 | UL unilever PlC (ul) |
$1,001 - $15,000 | self | +27.6% | — |
| C | BUY | 24 Feb 2022 | VTRS Viatris Inc. (VTRS) |
$1,001 - $15,000 | self | +0.3% | yes |
| E | BUY | 24 Feb 2022 | DIS Walt Disney Company (DIS) |
$1,001 - $15,000 | self | -19.0% | — |
| D | SELL | 23 Feb 2022 | PEAK Healthpeak Properties, Inc. (PEAK) |
$1,001 - $15,000 | spouse | — | — |
| B | BUY | 23 Feb 2022 | VTR Ventas, Inc. (VTR) |
$15,001 - $50,000 | spouse | -7.3% | yes |
| B | BUY | 18 Feb 2022 | MDT Medtronic plc. Ordinary Shares (MD |
$1,001 - $15,000 | self | -18.4% | yes |
| B | BUY | 18 Feb 2022 | VTR Ventas, Inc. (VTR) |
$1,001 - $15,000 | self | -21.9% | yes |
| — | SELL | 17 Feb 2022 | None Brown Advisory Sustainable growth |
$1,001 - $15,000 | spouse | — | — |
| D | BUY | 15 Feb 2022 | NWN Northwest Natural Holding Company |
$1,001 - $15,000 | spouse | -0.7% | — |
| C | BUY | 11 Feb 2022 | ALL Allstate Corporation (All) |
$1,001 - $15,000 | spouse | +3.4% | yes |
| E | BUY | 11 Feb 2022 | GOOGL Alphabet Inc. - Class A (gOOgl) |
$15,001 - $50,000 | spouse | -22.0% | — |
| C | BUY | 11 Feb 2022 | AMGN Amgen Inc. (AMgN) |
$1,001 - $15,000 | spouse | +4.2% | yes |
| E | BUY | 11 Feb 2022 | FE FirstEnergy Corp. (FE) |
$1,001 - $15,000 | spouse | -3.9% | — |
| D | BUY | 11 Feb 2022 | IMAX Imax Corporation (IMAX) |
$1,001 - $15,000 | spouse | +3.7% | — |
| C | BUY | 11 Feb 2022 | MDT Medtronic plc. Ordinary Shares (MD |
$1,001 - $15,000 | spouse | -20.6% | yes |
| D | SELL | 09 Feb 2022 | HPQ HP Inc. (HPQ) |
$15,001 - $50,000 | spouse | — | — |
| D | SELL | 28 Jan 2022 | NWN Northwest Natural Holding Company |
$15,001 - $50,000 | spouse | — | — |
| — | BUY | 16 Dec 2021 | None HP INC. 2.2%25 |
$15,001 - $50,000 | spouse | — | — |
| D | BUY | 15 Nov 2021 | NWN Northwest Natural Holding Company |
$1,001 - $15,000 | spouse | +24.9% | — |
| — | SELL | 15 Nov 2021 | None uS Treasur NT 2%Due11/15/21 |
$15,001 - $50,000 | spouse | — | — |
| — | SELL | 25 Oct 2021 | None American Funds Europacific |
$1,001 - $15,000 | spouse | — | — |
| D | SELL | 15 Oct 2021 | DANOY Danone Sponsored ADR (DANOY) |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 15 Oct 2021 | BROS Dutch Bros Inc. Class A (BROS) |
$1,001 - $15,000 | spouse | — | — |
| — | BUY | 27 Sep 2021 | None CVS Health Corp 4%23 |
$15,001 - $50,000 | spouse | — | — |
| — | BUY | 27 Sep 2021 | None unitedHealth gro 3.75%25 |
$15,001 - $50,000 | spouse | — | — |
| — | BUY | 27 Sep 2021 | None CVS Health Corp 4%23 |
$15,001 - $50,000 | spouse | — | — |
| — | BUY | 27 Sep 2021 | None unitedHealth gro 3.75%25 |
$15,001 - $50,000 | spouse | — | — |
| — | BUY | 27 Sep 2021 | None CVS Health Corp 4%23 |
$15,001 - $50,000 | spouse | — | — |
| — | BUY | 27 Sep 2021 | None unitedHealth gro 3.75%25 |
$15,001 - $50,000 | spouse | — | — |
| D | BUY | 24 Sep 2021 | LW lamb Weston Holdings, Inc. (lW) |
$1,001 - $15,000 | spouse | +47.5% | — |
| D | BUY | 24 Sep 2021 | LW lamb Weston Holdings, Inc. (lW) |
$1,001 - $15,000 | spouse | +68.8% | — |
| D | BUY | 24 Sep 2021 | LW lamb Weston Holdings, Inc. (lW) |
$1,001 - $15,000 | spouse | +68.8% | — |
| D | BUY | 15 Sep 2021 | BROS Dutch Bros Inc. Class A (BROS) |
$1,001 - $15,000 | spouse | -13.8% | — |
| E | BUY | 15 Sep 2021 | BROS Dutch Bros Inc. Class A (BROS) |
$1,001 - $15,000 | spouse | -13.8% | — |
| E | BUY | 15 Sep 2021 | BROS Dutch Bros Inc. Class A (BROS) |
$1,001 - $15,000 | spouse | -15.7% | — |
| E | BUY | 15 Sep 2021 | BROS Dutch Bros Inc. Class A (BROS) |
$1,001 - $15,000 | spouse | -15.7% | — |
| E | BUY | 15 Sep 2021 | BROS Dutch Bros Inc. Class A (BROS) |
$1,001 - $15,000 | spouse | -15.7% | — |
| E | BUY | 15 Sep 2021 | BROS Dutch Bros Inc. Class A (BROS) |
$1,001 - $15,000 | spouse | -15.7% | — |
| — | SELL | 10 Sep 2021 | None John Deere CAPI 3.125%/21 |
$15,001 - $50,000 | spouse | — | — |
| — | SELL | 10 Sep 2021 | None John Deere CAPI 3.125%/21 |
$15,001 - $50,000 | spouse | — | — |
| — | SELL | 10 Sep 2021 | None John Deere CAPI 3.125%/21 |
$15,001 - $50,000 | spouse | — | — |
| D | BUY | 13 Aug 2021 | NWN Northwest Natural Holding Company |
$1,001 - $15,000 | spouse | +6.1% | — |
| — | BUY | 10 Aug 2021 | None Caterpillar Inc. 3.4%24 Due 05/15/ |
$15,001 - $50,000 | spouse | — | — |
| — | SELL | 08 Jul 2021 | None Oracle Corp 2.8% Due 07/08/21 |
$15,001 - $50,000 | spouse | — | — |
| D | SELL | 15 Jun 2021 | STAY Extended Stay America, Inc. - Pair |
$1,001 - $15,000 | spouse | — | — |
| D | BUY | 28 May 2021 | AZO AutoZone, Inc. (AZO) |
$1,001 - $15,000 | spouse | +55.1% | — |
| D | SELL | 28 May 2021 | LEG leggett & Platt, Incorporated (lEg |
$1,001 - $15,000 | spouse | — | — |
| D | SELL | 28 May 2021 | QCOM QuAlCOMM Incorporated (QCOM) |
$1,001 - $15,000 | spouse | — | — |
| — | SELL | 27 May 2021 | None Caterpillar Inc. 3.9% 5/21 |
$15,001 - $50,000 | spouse | — | — |
| — | BUY | 26 May 2021 | None uS Treasu NT 2.125%07/24 |
$15,001 - $50,000 | spouse | — | — |
| D | BUY | 14 May 2021 | NWN Northwest Natural Holding Company |
$1,001 - $15,000 | spouse | +6.2% | — |
| — | BUY | 11 May 2021 | None uS Treasur NT 2.5%05/24 |
$15,001 - $50,000 | spouse | — | — |
| B | BUY | 07 May 2021 | PFE Pfizer, Inc. (PFE) |
$1,001 - $15,000 | spouse | +36.1% | yes |
| — | SELL | 30 Apr 2021 | None uS Treasury NT 2.25%04/21 |
$50,001 - $100,000 | spouse | — | — |
| — | BUY | 15 Apr 2021 | None Realty Income Corp Reit |
$1,001 - $15,000 | spouse | — | — |
| — | SELL | 15 Apr 2021 | None The Joinery (part interest) |
$250,001 - $500,000 | self | — | — |
| E | SELL | 13 Apr 2021 | HHC Howard Hughes Corporation (HHC) |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 12 Apr 2021 | HHC Howard Hughes Corporation (HHC) |
$1,001 - $15,000 | spouse | — | — |
| D | SELL | 09 Apr 2021 | HHC Howard Hughes Corporation (HHC) |
$1,001 - $15,000 | spouse | — | — |
| — | BUY | 09 Mar 2021 | None uS Treasury Nt 2% 11/22 |
$15,001 - $50,000 | spouse | — | — |
| — | SELL | 25 Feb 2021 | None uS Treasury Bill Due 02/25/21 |
$15,001 - $50,000 | spouse | — | — |
| E | BUY | 17 Feb 2021 | ERJ Embraer S.A. (ERJ) |
$1,001 - $15,000 | spouse | — | — |
| E | BUY | 16 Feb 2021 | ERJ Embraer S.A. (ERJ) |
$1,001 - $15,000 | spouse | — | — |
| D | BUY | 12 Feb 2021 | NWN Northwest Natural Holding Company |
$1,001 - $15,000 | spouse | +3.1% | — |
| — | BUY | 03 Feb 2021 | None uS Treasury Note Due 07/15/23 |
$15,001 - $50,000 | spouse | — | — |
| — | BUY | 03 Feb 2021 | None uS Treasury Note Due 11/30/22 |
$15,001 - $50,000 | spouse | — | — |
| E | BUY | 27 Jan 2021 | GOOGL Alphabet Inc. - Class A (gOOgl) |
$1,001 - $15,000 | spouse | +20.3% | — |
| D | SELL | 27 Jan 2021 | KR Kroger Company (KR) |
$1,001 - $15,000 | spouse | — | — |
| D | SELL | 27 Jan 2021 | VIAC ViacomCBS Inc. - Class B (VIAC) |
$15,001 - $50,000 | spouse | — | — |
| D | SELL | 19 Jan 2021 | COHR Coherent, Inc. (COHR) |
$1,001 - $15,000 | spouse | — | — |
| — | SELL | 14 Jan 2021 | None uS Treasury Bill Due 1/14/21 |
$15,001 - $50,000 | spouse | — | — |
| — | BUY | 14 Jan 2021 | None uS Treasury Nt 2% Due 07/31/22 |
$15,001 - $50,000 | spouse | — | — |
| E | SELL | 06 Jan 2021 | FLEX Flex ltd. - Ordinary Shares (FlEX) |
$1,001 - $15,000 | spouse | — | — |
| D | SELL | 05 Jan 2021 | FLEX Flex ltd. - Ordinary Shares (FlEX) |
$1,001 - $15,000 | spouse | — | — |
| — | BUY | 29 Dec 2020 | None Truist Bank 1.5%/25 Due 3/10/25 |
$15,001 - $50,000 | spouse | — | — |
| — | SELL | 03 Dec 2020 | None uS Treasury Bill 20 Due 12/3/20 |
$15,001 - $50,000 | spouse | — | — |
| — | BUY | 30 Nov 2020 | None uS Treasury NT 2%11/15/21 |
$15,001 - $50,000 | spouse | — | — |
| D | BUY | 13 Nov 2020 | NWN Northwest Natural Holding Company |
$1,001 - $15,000 | spouse | -27.9% | — |
| D | BUY | 12 Nov 2020 | SAP SAP SE ADS (SAP) |
$1,001 - $15,000 | spouse | -18.3% | — |
| — | SELL | 05 Nov 2020 | None uS Treasury Bill Due 11/05/20 |
$15,001 - $50,000 | spouse | — | — |
| B | BUY | 28 Oct 2020 | BX The Blackstone group Inc. Class A |
$1,001 - $15,000 | spouse | +148.7% | yes |
| — | BUY | 16 Oct 2020 | None Duke Energy Progr 3.7%28 Due 09/01 |
$15,001 - $50,000 | spouse | — | — |
| B | SELL | 17 Sep 2020 | AIG American International group, Inc. |
$1,001 - $15,000 | spouse | — | yes |
| — | SELL | 09 Sep 2020 | None uS Treasury Bill Due 09/10/20 |
$15,001 - $50,000 | spouse | — | — |
| — | BUY | 28 Aug 2020 | None uS Treasury Bill Due 12/03/20 |
$15,001 - $50,000 | spouse | — | — |
| — | BUY | 25 Aug 2020 | None uS Treasury Bill Due 02/25/21 |
$15,001 - $50,000 | spouse | — | — |
| — | BUY | 18 Aug 2020 | None uS Treasury Bill Due 01/14/21 |
$15,001 - $50,000 | spouse | — | — |
| D | BUY | 14 Aug 2020 | NWN Northwest Natural Holding Company |
$1,001 - $15,000 | spouse | -31.7% | — |
| D | BUY | 11 Aug 2020 | F Ford Motor Company (F) |
$1,001 - $15,000 | spouse | +48.1% | — |
| D | SELL | 11 Aug 2020 | NWN Northwest Natural Holding Company |
$50,001 - $100,000 | spouse | — | — |
| E | SELL | 11 Aug 2020 | POR Portland general Electric Co (POR) |
$1,001 - $15,000 | spouse | — | — |
| C | BUY | 05 Aug 2020 | ICE Intercontinental Exchange Inc. (IC |
$1,001 - $15,000 | spouse | -12.8% | yes |
| D | SELL | 04 Aug 2020 | ERJ Embraer S.A. (ERJ) |
$1,001 - $15,000 | spouse | — | — |
| B | BUY | 04 Aug 2020 | ICE Intercontinental Exchange Inc. (IC |
$1,001 - $15,000 | spouse | -12.8% | yes |
| B | SELL | 04 Aug 2020 | USB u.S. Bancorp (uSB) |
$1,001 - $15,000 | spouse | — | yes |
| — | SELL | 30 Jul 2020 | None A T & T Inc 3.4%25 |
$15,001 - $50,000 | spouse | — | — |
| — | BUY | 24 Jul 2020 | None Federal Ntnl Mor 0.25%23 Due 06/26 |
$15,001 - $50,000 | spouse | — | — |
| E | BUY | 24 Jul 2020 | INTC Intel Corporation (INTC) |
$1,001 - $15,000 | spouse | -21.8% | — |
| — | SELL | 23 Jul 2020 | None Weyerhaeuser Co. Reit |
$1,001 - $15,000 | spouse | — | — |
| D | BUY | 22 Jul 2020 | FE FirstEnergy Corp. (FE) |
$1,001 - $15,000 | spouse | -1.3% | — |
| — | SELL | 29 Jun 2020 | None Applied Materials 4.3%21 |
$15,001 - $50,000 | spouse | — | — |
| D | BUY | 02 Jun 2020 | HPQ HP Inc. (HPQ) |
$1,001 - $15,000 | spouse | +30.9% | — |
| D | BUY | 02 Jun 2020 | POR Portland general Electric Co (POR) |
$1,001 - $15,000 | spouse | -21.1% | — |
| D | BUY | 01 Jun 2020 | POR Portland general Electric Co (POR) |
$1,001 - $15,000 | spouse | -21.1% | — |
| — | BUY | 15 May 2020 | None us Treasury BIll20 DuE 11/05/20 |
$15,001 - $50,000 | spouse | — | — |
| D | BUY | 15 May 2020 | NWN Northwest Natural Holding Company |
$1,001 - $15,000 | spouse | -41.7% | — |
| D | BUY | 13 May 2020 | VOD Vodafone group Plc - american Depo |
$1,001 - $15,000 | spouse | -23.6% | — |
| B | BUY | 12 May 2020 | BLK BlackRock, Inc. (BlK) |
$1,001 - $15,000 | spouse | +29.2% | yes |
| — | BUY | 12 May 2020 | None The Procter & gambl 3%30 DuE 03/25 |
$15,001 - $50,000 | spouse | — | — |
| B | BUY | 08 May 2020 | CVS CVs Health Corporation (CVs) |
$1,001 - $15,000 | spouse | -3.7% | yes |
| B | BUY | 01 May 2020 | AMGN amgen Inc. (aMgN) |
$1,001 - $15,000 | spouse | -27.7% | yes |
| B | BUY | 29 Apr 2020 | BAC Bank of america Corporation (BaC) |
$1,001 - $15,000 | spouse | +48.5% | yes |
| B | BUY | 21 Apr 2020 | V Visa Inc. (V) |
$1,001 - $15,000 | spouse | -24.1% | yes |
| — | BUY | 20 Apr 2020 | None JP Morgan Chase & 3.25%22 |
$15,001 - $50,000 | spouse | — | — |
| — | BUY | 16 Apr 2020 | None us Treasury BIll20 |
$15,001 - $50,000 | spouse | — | — |
| D | BUY | 09 Apr 2020 | CRM salesforce.com Inc (CRM) |
$1,001 - $15,000 | spouse | -16.3% | — |
| — | BUY | 06 Apr 2020 | None us Treasur NT 2%07/22 |
$15,001 - $50,000 | spouse | — | — |
| B | BUY | 03 Apr 2020 | MDT Medtronic plc. ordinary shares (MD |
$1,001 - $15,000 | spouse | -5.2% | yes |
| D | SELL | 03 Apr 2020 | RTN Raytheon Company (RTN) |
$1,001 - $15,000 | spouse | — | — |
| B | SELL | 03 Apr 2020 | RTX Raytheon Technologies Corporation |
$1,001 - $15,000 | spouse | — | yes |
| — | BUY | 01 Apr 2020 | None Microsoft Corp 2.875%24 Due 02/06/ |
$15,001 - $50,000 | spouse | — | — |
| D | BUY | 26 Mar 2020 | ACN accenture plc Class a ordinary sha |
$1,001 - $15,000 | spouse | +20.1% | — |
| D | BUY | 26 Mar 2020 | FRC FIRsT REPuBlIC BaNK (FRC) |
$1,001 - $15,000 | spouse | — | — |
| D | BUY | 26 Mar 2020 | SBUX starbucks Corporation (sBuX) |
$1,001 - $15,000 | spouse | +9.0% | — |
| — | BUY | 23 Mar 2020 | None Intel Corp 2.7% Due 12/15/22 |
$15,001 - $50,000 | spouse | — | — |
| D | BUY | 20 Mar 2020 | HD Home Depot, Inc. (HD) |
$1,001 - $15,000 | spouse | +13.5% | — |
| B | BUY | 10 Mar 2020 | SCHW Charles schwab Corporation (sCHW) |
$1,001 - $15,000 | spouse | +33.5% | yes |
| C | BUY | 10 Mar 2020 | GD general Dynamics Corporation (gD) |
$1,001 - $15,000 | spouse | -9.0% | yes |
| E | BUY | 10 Mar 2020 | INTC Intel Corporation (INTC) |
$1,001 - $15,000 | spouse | -41.4% | — |
| D | BUY | 05 Mar 2020 | INTC Intel Corporation (INTC) |
$1,001 - $15,000 | spouse | -41.4% | — |
| — | BUY | 05 Mar 2020 | None us Treasury Bill2ou s T Due 05/07/ |
$50,001 - $100,000 | spouse | — | — |
| B | BUY | 03 Mar 2020 | GD general Dynamics Corporation (gD) |
$1,001 - $15,000 | spouse | -9.0% | yes |
| E | BUY | 03 Mar 2020 | MSFT Microsoft Corporation (MsFT) |
$1,001 - $15,000 | spouse | -1.8% | — |
| — | BUY | 03 Mar 2020 | None sch Treas obligation MMF Investor |
$250,001 - $500,000 | spouse | — | — |
| D | BUY | 03 Mar 2020 | UL unilever PlC (ul) |
$1,001 - $15,000 | spouse | -35.3% | — |
| B | BUY | 02 Mar 2020 | CB Chubb limited (CB) |
$1,001 - $15,000 | spouse | -4.5% | yes |
| B | BUY | 02 Mar 2020 | DGX Quest Diagnostics Incorporated (Dg |
$1,001 - $15,000 | spouse | -6.0% | yes |
| E | BUY | 02 Mar 2020 | VIAC ViacomCBs Inc. - Class B (VIaC) |
$1,001 - $15,000 | spouse | — | — |
| D | BUY | 28 Feb 2020 | DIS Walt Disney Company (DIs) |
$1,001 - $15,000 | spouse | +27.8% | — |
| D | BUY | 14 Feb 2020 | NWN Northwest Natural Holding Company |
$1,001 - $15,000 | spouse | -62.2% | — |
| — | BUY | 23 Dec 2019 | None uS TREaSuR 2.375% 05/29 |
$50,001 - $100,000 | spouse | — | — |
| — | SELL | 23 Dec 2019 | None uS TREaSuR NT 2.25% 02/20 |
$50,001 - $100,000 | spouse | — | — |
| D | SELL | 05 Dec 2019 | CBS CBS Corporation Class B (CBS) |
$1,001 - $15,000 | spouse | — | — |
| D | SELL | 05 Dec 2019 | VIAC ViacomCBS Inc. - Class B (VIaC) |
$1,001 - $15,000 | spouse | — | — |
Click any row for the full trade breakdown.