Trade of the Shelley M Capito
Republican · WV · Senate
In-remit alpha 12m
+13.0%
35 buys in their jurisdiction
Everything else
-7.3%
their other buys
$-weighted 12m
-3.5%
all buys, by size
t-stat (12m)
1.08
within the noise
Disclosure lag
27 days
trade → public filing
Est. volume
$563.4K
0 option trades
Trading profile
| Disclosed transactions | 263 across 61 filings |
| Buys / sells | 63 / 198 |
| Distinct securities | 88 |
| Estimated volume | $1.8M |
| Traded in family accounts | 255 of 263 |
| Active | 09 Dec 2019 – 21 Jul 2026 |
| Busiest single day | 18 trades 17 Oct 2022 |
18 transactions on a single day is the signature of a managed account being rebalanced rather than 18 separate decisions — which is why the grades below skew low.
What they buy
| Technology in remit | 18 | |
| Financials | 16 | |
| Healthcare in remit | 8 | |
| Telecom in remit | 8 | |
| Pharma | 5 | |
| Industrials in remit | 3 | |
| Utilities in remit | 3 | |
| Energy in remit | 2 |
Committees — what defines their remit
Appropriations Commerce, Science, and Transportation Environment and Public Works — Chairman Rules and AdministrationSubcommittees
Department of DefenseDepartment of Homeland SecurityCommerce, Justice, Science, and Related AgenciesDepartment of Interior, Environment, and Related AgenciesDepartments of Labor, Health and Human Services, and Education, and Related AgenciesTransportation, Housing and Urban Development, and Related AgenciesAviation, Space, and InnovationTelecommunications and MediaConsumer Protection, Technology, and Data PrivacySurface Transportation, Freight, Pipelines, and SafetyTransportation and InfrastructureChemical Safety, Waste Management, Environmental Justice, and Regulatory OversightClean Air, Climate, and Nuclear Innovation and SafetyFisheries, Wildlife, and WaterJurisdiction sectors: defenseenergyhealthcareindustrialsmaterialstechnologytelecomtransportutilities · access score 0.77
How their trades grade
How often their trades look like discrete, in-jurisdiction decisions rather than managed-account activity.
| A |
|
6 |
| B |
|
98 |
| C |
|
57 |
| D |
|
67 |
| E |
|
21 |
Largest positions
| Ticker | Buys | Est. size | Avg 12m vs SPY |
|---|---|---|---|
| UBSI | 2 | $228.8K | -17.8% |
| WFC | 2 | $54.8K | +29.2% |
| AXP | 2 | $31.3K | -5.6% |
| ZTS | 1 | $27.4K | -14.6% |
| SBUX | 1 | $27.4K | +0.9% |
| AVGO | 4 | $15.5K | +79.0% |
| META | 3 | $11.6K | -30.3% |
| JPM | 3 | $11.6K | -6.0% |
| GOOGL | 3 | $11.6K | +92.9% |
| AAPL | 3 | $11.6K | +6.8% |
| USB | 2 | $7.7K | -11.7% |
| UNH | 2 | $7.7K | -11.3% |
All disclosed trades
| Grade | Side | Traded | Ticker | Amount | Owner | 12m vs SPY | Remit |
|---|---|---|---|---|---|---|---|
| B | SELL | 21 Jul 2026 | MSFT Microsoft Corporation - Common Sto |
$15,001 - $50,000 | spouse | — | yes |
| C | SELL | 21 Jul 2026 | AAPL Apple Inc. - Common Stock |
$1,001 - $15,000 | spouse | — | yes |
| C | SELL | 21 Jul 2026 | INTC Intel Corporation - Common Stock |
$1,001 - $15,000 | spouse | — | yes |
| E | SELL | 21 Jul 2026 | KO Coca-Cola Company (The) Common Sto |
$1,001 - $15,000 | spouse | — | — |
| C | SELL | 21 Jul 2026 | CSCO Cisco Systems, Inc. - Common Stock |
$1,001 - $15,000 | spouse | — | yes |
| — | SELL | 16 Jun 2026 | None Citigroup New Inc (C) |
$1,001 - $15,000 | spouse | — | — |
| B | SELL | 17 Apr 2026 | CEG Constellation Energy Corporation - |
$1,001 - $15,000 | spouse | — | yes |
| B | SELL | 17 Apr 2026 | AAPL Apple Inc. - Common Stock |
$1,001 - $15,000 | spouse | — | yes |
| B | SELL | 13 Apr 2026 | AVGO Broadcom Inc. - Common Stock |
$1,001 - $15,000 | spouse | — | yes |
| D | SELL | 31 Mar 2026 | FDS FactSet Research Systems Inc. Comm |
$1,001 - $15,000 | spouse | — | — |
| D | BUY | 28 Mar 2026 | MA Mastercard Incorporated Common Sto |
$1,001 - $15,000 | spouse | — | — |
| D | SELL | 26 Mar 2026 | FDS FactSet Research Systems Inc. Comm |
$1,001 - $15,000 | spouse | — | — |
| D | SELL | 25 Mar 2026 | FDS FactSet Research Systems Inc. Comm |
$1,001 - $15,000 | spouse | — | — |
| D | BUY | 12 Mar 2026 | PNC PNC Financial Services Group, Inc. |
$1,001 - $15,000 | spouse | — | — |
| D | BUY | 11 Mar 2026 | AXP American Express Company Common St |
$1,001 - $15,000 | spouse | — | — |
| B | SELL | 24 Feb 2026 | ITW Illinois Tool Works Inc. Common St |
$1,001 - $15,000 | spouse | — | yes |
| B | SELL | 20 Feb 2026 | PAYX Paychex, Inc. - Common Stock |
$1,001 - $15,000 | spouse | — | yes |
| D | SELL | 10 Feb 2026 | BLK BlackRock, Inc. Common Stock |
$1,001 - $15,000 | spouse | — | — |
| B | SELL | 10 Feb 2026 | ADI Analog Devices, Inc. - Common Stoc |
$1,001 - $15,000 | spouse | — | yes |
| B | BUY | 09 Feb 2026 | AVGO Broadcom Inc. - Common Stock |
$1,001 - $15,000 | spouse | — | yes |
| — | BUY | 09 Feb 2026 | None GOOGL - Alphabet Inc. - Class C Ca |
$1,001 - $15,000 | spouse | — | — |
| D | SELL | 28 Jan 2026 | SBUX Starbucks Corp |
$1,001 - $15,000 | spouse | — | — |
| C | SELL | 16 Dec 2025 | MSFT Microsoft Corp |
$1,001 - $15,000 | spouse | — | yes |
| C | SELL | 16 Dec 2025 | AAPL Apple Inc |
$1,001 - $15,000 | spouse | — | yes |
| C | SELL | 16 Dec 2025 | GOOGL Alphabet Cl A |
$1,001 - $15,000 | spouse | — | yes |
| D | SELL | 11 Dec 2025 | K Kellanova |
$1,001 - $15,000 | spouse | — | — |
| C | BUY | 13 Nov 2025 | META Meta Platforms Inc |
$1,001 - $15,000 | spouse | — | yes |
| B | SELL | 13 Nov 2025 | PAYX Paychex Inc |
$1,001 - $15,000 | spouse | — | yes |
| D | SELL | 13 Nov 2025 | LOW Lowe's Companies |
$1,001 - $15,000 | spouse | — | — |
| B | SELL | 29 Oct 2025 | MSFT Microsoft Corp |
$15,001 - $50,000 | spouse | — | yes |
| B | SELL | 29 Oct 2025 | IBM Intl Business Machines |
$15,001 - $50,000 | spouse | — | yes |
| — | SELL | 29 Oct 2025 | None Citigroup Inc New (C) |
$1,001 - $15,000 | spouse | — | — |
| B | BUY | 24 Oct 2025 | LLY Eli Lilly and Company |
$1,001 - $15,000 | spouse | — | yes |
| B | SELL | 22 Oct 2025 | MSFT Microsoft Corp |
$1,001 - $15,000 | spouse | — | yes |
| B | SELL | 21 Oct 2025 | PAYX Paychex Inc |
$1,001 - $15,000 | spouse | — | yes |
| D | SELL | 21 Oct 2025 | LOW Lowe's Companies |
$1,001 - $15,000 | spouse | — | — |
| D | SELL | 20 Oct 2025 | LOW Lowe's Companies |
$1,001 - $15,000 | spouse | — | — |
| D | SELL | 17 Oct 2025 | COST Costco Wholesale |
$1,001 - $15,000 | spouse | — | — |
| B | SELL | 17 Oct 2025 | CVX Chevron Corp |
$1,001 - $15,000 | spouse | — | yes |
| B | SELL | 18 Sep 2025 | MSFT Microsoft Corp |
$15,001 - $50,000 | spouse | — | yes |
| B | SELL | 18 Sep 2025 | AAPL Apple Inc |
$15,001 - $50,000 | spouse | — | yes |
| D | SELL | 04 Aug 2025 | BLK Blackrock Inc |
$1,001 - $15,000 | spouse | — | — |
| B | BUY | 01 Aug 2025 | SHW Sherwin-Williams Company |
$1,001 - $15,000 | spouse | — | yes |
| D | BUY | 01 Aug 2025 | PLD Prologis Inc |
$1,001 - $15,000 | spouse | — | — |
| D | SELL | 31 Jul 2025 | CL Colgate-Palmolive Company |
$1,001 - $15,000 | spouse | — | — |
| B | SELL | 31 Jul 2025 | PPG PPG Industries |
$1,001 - $15,000 | spouse | — | yes |
| B | SELL | 31 Jul 2025 | GD General Dynamics Corp |
$1,001 - $15,000 | spouse | — | yes |
| B | SELL | 30 Jul 2025 | PPG PPG Industries |
$1,001 - $15,000 | spouse | — | yes |
| B | BUY | 29 Jul 2025 | META Meta Platforms Inc |
$1,001 - $15,000 | spouse | -47.1% | yes |
| B | BUY | 29 Jul 2025 | GOOGL Alphabet Cl A |
$1,001 - $15,000 | spouse | +63.5% | yes |
| C | SELL | 18 Jul 2025 | AVGO Broadcom Ltd |
$1,001 - $15,000 | spouse | — | yes |
| E | SELL | 18 Jul 2025 | JPM JP Morgan Chase & Company |
$1,001 - $15,000 | spouse | — | — |
| C | SELL | 18 Jul 2025 | MSFT Microsoft Corp |
$1,001 - $15,000 | spouse | — | yes |
| C | SELL | 18 Jul 2025 | AAPL Apple Inc |
$1,001 - $15,000 | spouse | — | yes |
| D | SELL | 18 Jul 2025 | AFL Aflac Inc |
$1,001 - $15,000 | spouse | — | — |
| D | SELL | 17 Jul 2025 | CB Chubb Ltd |
$1,001 - $15,000 | spouse | — | — |
| C | BUY | 01 Jul 2025 | AXP American Express Company |
$15,001 - $50,000 | spouse | -5.6% | — |
| B | SELL | 23 Jun 2025 | UNH Unitedhealth Group Inc |
$1,001 - $15,000 | spouse | — | yes |
| C | SELL | 18 Jun 2025 | ADI Analog Devices |
$1,001 - $15,000 | spouse | — | yes |
| E | SELL | 18 Jun 2025 | WFC Wells Fargo & Company |
$1,001 - $15,000 | spouse | — | — |
| C | SELL | 18 Jun 2025 | MSFT Microsoft Corp |
$1,001 - $15,000 | spouse | — | yes |
| C | SELL | 18 Jun 2025 | XOM Exxon Mobil Corp |
$1,001 - $15,000 | spouse | — | yes |
| E | SELL | 18 Jun 2025 | C Citigroup Inc |
$1,001 - $15,000 | spouse | — | — |
| B | BUY | 08 May 2025 | GOOGL Alphabet Cl A |
$1,001 - $15,000 | spouse | +87.8% | yes |
| B | BUY | 29 Apr 2025 | GOOGL Alphabet Cl A |
$1,001 - $15,000 | spouse | +127.5% | yes |
| D | SELL | 11 Apr 2025 | TGT Target Corp |
$1,001 - $15,000 | spouse | — | — |
| D | SELL | 10 Apr 2025 | NKE Nike Inc |
$1,001 - $15,000 | spouse | — | — |
| B | BUY | 26 Mar 2025 | META Meta Platforms Inc |
$1,001 - $15,000 | spouse | -13.4% | yes |
| B | BUY | 26 Mar 2025 | CEG Constellation Energy Corp |
$1,001 - $15,000 | spouse | +9.4% | yes |
| — | BUY | 25 Feb 2025 | None Meta Platforms Inc |
$1,001 - $15,000 | spouse | — | — |
| B | SELL | 24 Feb 2025 | CMCSA Comcast Corp A |
$1,001 - $15,000 | spouse | — | yes |
| B | SELL | 24 Feb 2025 | ACN Accenture Plc |
$1,001 - $15,000 | spouse | — | yes |
| B | SELL | 24 Feb 2025 | ABT Abbott Laboratories |
$1,001 - $15,000 | spouse | — | yes |
| B | SELL | 05 Feb 2025 | AAPL Apple Inc |
$1,001 - $15,000 | spouse | — | yes |
| B | BUY | 04 Feb 2025 | CEG Constellation Energy Corp |
$1,001 - $15,000 | spouse | +34.7% | yes |
| B | SELL | 04 Feb 2025 | MSFT Microsoft Corp |
$1,001 - $15,000 | spouse | — | yes |
| C | SELL | 17 Jan 2025 | PSX Phillips 66 |
$1,001 - $15,000 | spouse | — | yes |
| E | SELL | 17 Jan 2025 | JPM JP Morgan Chase & Company |
$1,001 - $15,000 | spouse | — | — |
| C | SELL | 17 Jan 2025 | MSFT Microsoft Corp |
$1,001 - $15,000 | spouse | — | yes |
| E | SELL | 17 Jan 2025 | LOW Lowe's Companies |
$1,001 - $15,000 | spouse | — | — |
| B | SELL | 17 Jan 2025 | ITW Illinois Tool Works Inc |
$1,001 - $15,000 | spouse | — | yes |
| C | SELL | 17 Jan 2025 | GWW W.W. Grainger |
$1,001 - $15,000 | spouse | — | yes |
| E | SELL | 17 Jan 2025 | CB Chubb Ltd |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 17 Jan 2025 | BLK Blackrock Inc |
$1,001 - $15,000 | spouse | — | — |
| C | SELL | 17 Jan 2025 | AAPL Apple Inc |
$1,001 - $15,000 | spouse | — | yes |
| E | SELL | 17 Jan 2025 | AFL Aflac Inc |
$1,001 - $15,000 | spouse | — | — |
| — | SELL | 13 Jan 2025 | None Analog Devices |
$1,001 - $15,000 | spouse | — | — |
| B | SELL | 03 Jan 2025 | MSFT Microsoft Corp |
$1,001 - $15,000 | spouse | — | yes |
| B | BUY | 27 Dec 2024 | GE GE Aerospace |
$1,001 - $15,000 | spouse | +72.2% | yes |
| B | SELL | 20 Dec 2024 | UNH Unitedhealth Group Inc |
$1,001 - $15,000 | spouse | — | yes |
| B | SELL | 16 Dec 2024 | MSFT Microsoft Corp |
$1,001 - $15,000 | spouse | — | yes |
| D | SELL | 13 Dec 2024 | LOW Lowe's Companies |
$1,001 - $15,000 | spouse | — | — |
| B | BUY | 12 Dec 2024 | AVGO Broadcom Inc. - Common Stock |
$1,001 - $15,000 | spouse | +27.9% | yes |
| A | BUY | 08 Oct 2024 | CSL Carlisle Companies Inc |
$1,001 - $15,000 | spouse | -44.0% | yes |
| B | SELL | 25 Sep 2024 | NSC Norfolk Southern Corp |
$1,001 - $15,000 | spouse | — | yes |
| D | SELL | 20 Sep 2024 | NKE Nike Inc |
$1,001 - $15,000 | spouse | — | — |
| C | SELL | 20 Sep 2024 | MSFT Microsoft Corp |
$1,001 - $15,000 | spouse | — | yes |
| B | SELL | 20 Sep 2024 | GWW W.W. Grainger |
$1,001 - $15,000 | spouse | — | yes |
| C | SELL | 20 Sep 2024 | AAPL Apple Inc |
$1,001 - $15,000 | spouse | — | yes |
| B | SELL | 20 Sep 2024 | ACN Accenture Plc |
$1,001 - $15,000 | spouse | — | yes |
| D | BUY | 28 Aug 2024 | NKE Nike Inc |
$1,001 - $15,000 | spouse | -25.7% | — |
| B | BUY | 27 Aug 2024 | AVGO Broadcom Inc. - Common Stock |
$1,001 - $15,000 | spouse | +117.3% | yes |
| B | SELL | 22 Aug 2024 | NSC Norfolk Southern Corp |
$1,001 - $15,000 | spouse | — | yes |
| D | SELL | 25 Jul 2024 | PEP Pepsico Inc |
$1,001 - $15,000 | spouse | — | — |
| D | SELL | 25 Jul 2024 | LOW Lowe's Companies |
$1,001 - $15,000 | spouse | — | — |
| C | SELL | 17 Jul 2024 | MSFT Microsoft Corp |
$1,001 - $15,000 | spouse | — | yes |
| C | SELL | 17 Jul 2024 | XOM Exxon Mobil Corp |
$1,001 - $15,000 | spouse | — | yes |
| D | SELL | 17 Jul 2024 | C Citigroup Inc |
$1,001 - $15,000 | spouse | — | — |
| B | BUY | 01 Jul 2024 | AVGO Broadcom Ltd |
$1,001 - $15,000 | spouse | +91.9% | yes |
| B | SELL | 27 Jun 2024 | APD Air Products and Chemicals |
$1,001 - $15,000 | spouse | — | yes |
| E | SELL | 23 Apr 2024 | JPM JP Morgan Chase & Company |
$1,001 - $15,000 | spouse | — | — |
| C | SELL | 23 Apr 2024 | MSFT Microsoft Corp |
$1,001 - $15,000 | spouse | — | yes |
| C | SELL | 23 Apr 2024 | AAPL Apple Inc |
$1,001 - $15,000 | spouse | — | yes |
| C | SELL | 09 Apr 2024 | MSFT Microsoft Corp |
$1,001 - $15,000 | spouse | — | yes |
| B | SELL | 09 Apr 2024 | GWW W.W. Grainger |
$1,001 - $15,000 | spouse | — | yes |
| D | SELL | 09 Apr 2024 | SPGI S&P Global Inc |
$1,001 - $15,000 | spouse | — | — |
| C | SELL | 09 Apr 2024 | AAPL Apple Inc |
$1,001 - $15,000 | spouse | — | yes |
| A | BUY | 27 Feb 2024 | ZTS Zoetis Inc Cl A |
$15,001 - $50,000 | spouse | -14.6% | yes |
| C | BUY | 23 Feb 2024 | SBUX Starbucks Corp |
$15,001 - $50,000 | spouse | +0.9% | — |
| B | SELL | 15 Feb 2024 | BDX Becton Dickinson and Company |
$1,001 - $15,000 | spouse | — | yes |
| B | SELL | 09 Feb 2024 | MDT Medtronic Inc |
$1,001 - $15,000 | spouse | — | yes |
| B | SELL | 19 Jan 2024 | ES Eversource Energy |
$1,001 - $15,000 | spouse | — | yes |
| A | SELL | 19 Jan 2024 | ENB Enbridge Inc |
$1,001 - $15,000 | self | — | yes |
| C | SELL | 29 Dec 2023 | TFC Truist Financial Corp |
$15,001 - $50,000 | self | — | — |
| E | SELL | 19 Dec 2023 | JPM JP Morgan Chase & Company |
$1,001 - $15,000 | spouse | — | — |
| C | SELL | 19 Dec 2023 | MSFT Microsoft Corp |
$1,001 - $15,000 | spouse | — | yes |
| C | SELL | 19 Dec 2023 | AAPL Apple Inc |
$1,001 - $15,000 | spouse | — | yes |
| B | SELL | 19 Dec 2023 | ADI Analog Devices |
$1,001 - $15,000 | spouse | — | yes |
| B | SELL | 19 Dec 2023 | ACN Accenture Plc |
$1,001 - $15,000 | spouse | — | yes |
| B | SELL | 18 Dec 2023 | PFE Pfizer Inc |
$1,001 - $15,000 | spouse | — | yes |
| D | SELL | 18 Dec 2023 | MDLZ Mondelez Intl Inc |
$1,001 - $15,000 | spouse | — | — |
| C | SELL | 18 Dec 2023 | MSFT Microsoft Corp |
$1,001 - $15,000 | spouse | — | yes |
| E | SELL | 18 Dec 2023 | KO Coca-Cola Company |
$1,001 - $15,000 | spouse | — | — |
| D | BUY | 01 Dec 2023 | SPGI S&P Global Inc |
$1,001 - $15,000 | spouse | -10.9% | — |
| B | BUY | 01 Dec 2023 | CMCSA Comcast Corp A |
$1,001 - $15,000 | spouse | -38.7% | yes |
| C | BUY | 01 Dec 2023 | CSCO Cisco Systems Inc |
$1,001 - $15,000 | spouse | -3.2% | yes |
| B | BUY | 01 Dec 2023 | CVX Chevron Corp |
$1,001 - $15,000 | spouse | -13.6% | yes |
| B | SELL | 30 Nov 2023 | MSFT Microsoft Corp |
$1,001 - $15,000 | spouse | — | yes |
| D | SELL | 27 Nov 2023 | WFC Wells Fargo & Company |
$1,001 - $15,000 | spouse | — | — |
| B | SELL | 27 Nov 2023 | SHEL Royal Dutch Shell Plc ADR |
$1,001 - $15,000 | spouse | — | yes |
| D | BUY | 27 Sep 2023 | SPGI S&P Global Inc |
$1,001 - $15,000 | spouse | +10.0% | — |
| B | BUY | 22 Sep 2023 | UNH Unitedhealth Group Inc |
$1,001 - $15,000 | spouse | -31.5% | yes |
| B | BUY | 22 Sep 2023 | ACN Accenture Plc |
$1,001 - $15,000 | spouse | -12.2% | yes |
| B | SELL | 21 Sep 2023 | RTX Rtx Corp |
$1,001 - $15,000 | spouse | — | yes |
| D | SELL | 01 Sep 2023 | USB U.S. Bancorp |
$1,001 - $15,000 | spouse | — | — |
| C | SELL | 22 Aug 2023 | MSFT Microsoft Corp |
$1,001 - $15,000 | spouse | — | yes |
| D | SELL | 22 Aug 2023 | LOW Lowe's Companies |
$1,001 - $15,000 | spouse | — | — |
| C | SELL | 22 Aug 2023 | AAPL Apple Inc |
$1,001 - $15,000 | spouse | — | yes |
| D | SELL | 02 Aug 2023 | FDS Factset Research Systems Inc |
$1,001 - $15,000 | spouse | — | — |
| D | SELL | 02 Aug 2023 | AFL Aflac Inc |
$1,001 - $15,000 | spouse | — | — |
| B | SELL | 22 Jun 2023 | MSFT Microsoft Corporation - Common Sto |
$1,001 - $15,000 | spouse | — | yes |
| D | BUY | 14 Jun 2023 | NKE Nike, Inc. Common Stock |
$1,001 - $15,000 | spouse | -57.1% | — |
| C | BUY | 14 Jun 2023 | AAPL Apple Inc. - Common Stock |
$1,001 - $15,000 | spouse | -6.4% | yes |
| D | SELL | 14 Jun 2023 | CLX Clorox Company (The) Common Stock |
$1,001 - $15,000 | spouse | — | — |
| B | SELL | 12 Jun 2023 | MSFT Microsoft Corporation - Common Sto |
$15,001 - $50,000 | spouse | — | yes |
| D | SELL | 12 Jun 2023 | CB Chubb Limited Common Stock |
$1,001 - $15,000 | spouse | — | — |
| B | SELL | 12 Jun 2023 | AMGN Amgen Inc. - Common Stock |
$1,001 - $15,000 | spouse | — | yes |
| D | SELL | 07 Jun 2023 | WMT Walmart Inc. Common Stock |
$1,001 - $15,000 | spouse | — | — |
| — | SELL | 10 May 2023 | None Wells Fargo & Company Common Stock |
$1,001 - $15,000 | spouse | — | — |
| C | SELL | 10 May 2023 | XOM Exxon Mobil Corporation Common Sto |
$1,001 - $15,000 | spouse | — | yes |
| D | SELL | 10 May 2023 | C Citigroup, Inc. Common Stock |
$1,001 - $15,000 | spouse | — | — |
| B | SELL | 10 May 2023 | BMY Bristol-Myers Squibb Company Commo |
$1,001 - $15,000 | spouse | — | yes |
| B | SELL | 04 Apr 2023 | UPS United Parcel Service, Inc. Common |
$1,001 - $15,000 | spouse | — | yes |
| D | SELL | 04 Apr 2023 | MCD McDonald's Corporation Common Stoc |
$1,001 - $15,000 | spouse | — | — |
| A | SELL | 04 Apr 2023 | DUK Duke Energy Corporation (Holding C |
$15,001 - $50,000 | spouse | — | yes |
| — | SELL | 23 Feb 2023 | None wells fargo |
$1,001 - $15,000 | spouse | — | — |
| — | BUY | 06 Feb 2023 | None chevron |
$1,001 - $15,000 | spouse | — | — |
| — | SELL | 29 Dec 2022 | None AXAHY |
$1,001 - $15,000 | self | — | — |
| — | SELL | 29 Dec 2022 | None WFC |
$1,001 - $15,000 | spouse | — | — |
| C | SELL | 15 Dec 2022 | VFC V.F. Corporation Common Stock |
$1,001 - $15,000 | spouse | — | — |
| D | SELL | 19 Oct 2022 | WFC Wells Fargo & Company Common Stock |
$1,001 - $15,000 | spouse | — | — |
| D | SELL | 19 Oct 2022 | WFC Wells Fargo & Company Common Stock |
$1,001 - $15,000 | spouse | — | — |
| C | SELL | 17 Oct 2022 | UNH UnitedHealth Group Incorporated Co |
$1,001 - $15,000 | spouse | — | yes |
| E | SELL | 17 Oct 2022 | JPM JP Morgan Chase & Co. Common Stock |
$1,001 - $15,000 | spouse | — | — |
| C | SELL | 17 Oct 2022 | MSFT Microsoft Corporation - Common Sto |
$1,001 - $15,000 | spouse | — | yes |
| E | SELL | 17 Oct 2022 | LOW Lowe's Companies, Inc. Common Stoc |
$1,001 - $15,000 | spouse | — | — |
| B | SELL | 17 Oct 2022 | LIN Linde plc Ordinary Share |
$1,001 - $15,000 | spouse | — | yes |
| C | SELL | 17 Oct 2022 | JNJ Johnson & Johnson Common Stock |
$1,001 - $15,000 | spouse | — | yes |
| E | SELL | 17 Oct 2022 | BLK BlackRock, Inc. Common Stock |
$1,001 - $15,000 | spouse | — | — |
| C | SELL | 17 Oct 2022 | AAPL Apple Inc. - Common Stock |
$1,001 - $15,000 | spouse | — | yes |
| D | SELL | 17 Oct 2022 | AFL AFLAC Incorporated Common Stock |
$1,001 - $15,000 | spouse | — | — |
| C | SELL | 17 Oct 2022 | UNH UnitedHealth Group Incorporated Co |
$1,001 - $15,000 | joint | — | yes |
| E | SELL | 17 Oct 2022 | JPM JP Morgan Chase & Co. Common Stock |
$1,001 - $15,000 | spouse | — | — |
| C | SELL | 17 Oct 2022 | MSFT Microsoft Corporation - Common Sto |
$1,001 - $15,000 | spouse | — | yes |
| E | SELL | 17 Oct 2022 | LOW Lowe's Companies, Inc. Common Stoc |
$1,001 - $15,000 | spouse | — | — |
| C | SELL | 17 Oct 2022 | LIN Linde plc Ordinary Share |
$1,001 - $15,000 | spouse | — | yes |
| C | SELL | 17 Oct 2022 | JNJ Johnson & Johnson Common Stock |
$1,001 - $15,000 | spouse | — | yes |
| E | SELL | 17 Oct 2022 | BLK BlackRock, Inc. Common Stock |
$1,001 - $15,000 | spouse | — | — |
| C | SELL | 17 Oct 2022 | AAPL Apple Inc. - Common Stock |
$1,001 - $15,000 | spouse | — | yes |
| E | SELL | 17 Oct 2022 | AFL AFLAC Incorporated Common Stock |
$1,001 - $15,000 | spouse | — | — |
| B | BUY | 11 Jul 2022 | GWW W.W. Grainger, Inc. Common Stock |
$1,001 - $15,000 | spouse | +20.0% | yes |
| D | BUY | 01 Jul 2022 | COST Costco Wholesale Corporation - Com |
$1,001 - $15,000 | spouse | -2.9% | — |
| B | SELL | 30 Jun 2022 | MMM 3M Company Common Stock |
$1,001 - $15,000 | spouse | — | yes |
| C | SELL | 17 Jun 2022 | MSFT Microsoft Corporation - Common Sto |
$1,001 - $15,000 | spouse | — | yes |
| C | SELL | 17 Jun 2022 | IBM International Business Machines Co |
$1,001 - $15,000 | spouse | — | yes |
| C | SELL | 17 Jun 2022 | INTC Intel Corporation - Common Stock |
$1,001 - $15,000 | spouse | — | yes |
| D | SELL | 17 Jun 2022 | KO Coca-Cola Company (The) Common Sto |
$1,001 - $15,000 | spouse | — | — |
| B | SELL | 17 Jun 2022 | BMY Bristol-Myers Squibb Company Commo |
$1,001 - $15,000 | spouse | — | yes |
| B | SELL | 16 Jun 2022 | INTC Intel Corporation - Common Stock |
$15,001 - $50,000 | spouse | — | yes |
| D | SELL | 16 Jun 2022 | F Ford Motor Company Common Stock |
$1,001 - $15,000 | spouse | — | — |
| A | BUY | 01 Jun 2022 | CMS CMS Energy Corporation Common Stoc |
$1,001 - $15,000 | spouse | -26.1% | yes |
| B | SELL | 26 May 2022 | NEE NextEra Energy, Inc. Common Stock |
$1,001 - $15,000 | spouse | — | yes |
| B | SELL | 25 May 2022 | WEC WEC Energy Group, Inc. Common Stoc |
$1,001 - $15,000 | spouse | — | yes |
| B | SELL | 24 Feb 2022 | NEE NextEra Energy, Inc. Common Stock |
$1,001 - $15,000 | spouse | — | yes |
| C | SELL | 24 Feb 2022 | MSFT Microsoft Corporation - Common Sto |
$1,001 - $15,000 | spouse | — | yes |
| B | SELL | 24 Feb 2022 | LHX L3Harris Technologies, Inc. Common |
$1,001 - $15,000 | spouse | — | yes |
| D | SELL | 24 Feb 2022 | LOW Lowe's Companies, Inc. Common Stoc |
$1,001 - $15,000 | spouse | — | — |
| C | SELL | 24 Feb 2022 | AAPL Apple Inc. - Common Stock |
$1,001 - $15,000 | spouse | — | yes |
| A | SELL | 28 Dec 2021 | VZ Verizon Communications Inc. Common |
$1,001 - $15,000 | self | — | yes |
| C | SELL | 28 Dec 2021 | SMFG Sumitomo Mitsui Financial Group In |
$1,001 - $15,000 | self | — | — |
| D | SELL | 28 Dec 2021 | SMFG Sumitomo Mitsui Financial Group In |
$1,001 - $15,000 | self | — | — |
| B | SELL | 17 Dec 2021 | MSFT Microsoft Corporation - Common Sto |
$1,001 - $15,000 | spouse | — | yes |
| B | SELL | 17 Dec 2021 | MSFT Microsoft Corporation - Common Sto |
$1,001 - $15,000 | spouse | — | yes |
| D | SELL | 17 Dec 2021 | C Citigroup, Inc. Common Stock |
$1,001 - $15,000 | spouse | — | — |
| B | SELL | 15 Dec 2021 | NVS Novartis AG Common Stock |
$1,001 - $15,000 | spouse | — | yes |
| — | BUY | 15 Dec 2021 | None UnitedHealth Group Incorporated Co |
$1,001 - $15,000 | spouse | — | — |
| B | BUY | 15 Dec 2021 | AMGN Amgen Inc. - Common Stock |
$1,001 - $15,000 | spouse | +23.6% | yes |
| — | BUY | 15 Dec 2021 | None UnitedHealth Group Incorporated Co |
$1,001 - $15,000 | spouse | — | — |
| B | BUY | 15 Dec 2021 | AMGN Amgen Inc. - Common Stock |
$1,001 - $15,000 | spouse | +30.3% | yes |
| B | BUY | 13 Oct 2021 | PPG PPG Industries, Inc. Common Stock |
$1,001 - $15,000 | spouse | -4.9% | yes |
| B | BUY | 25 Aug 2021 | AAPL Apple Inc. - Common Stock |
$1,001 - $15,000 | spouse | +14.3% | yes |
| B | SELL | 17 Aug 2021 | MSFT Microsoft Corporation - Common Sto |
$1,001 - $15,000 | spouse | — | yes |
| B | SELL | 17 Aug 2021 | AAPL Apple Inc. - Common Stock |
$1,001 - $15,000 | spouse | — | yes |
| D | SELL | 26 Jul 2021 | RDSA Royal Dutch Shell Plc |
$1,001 - $15,000 | spouse | — | — |
| C | SELL | 26 Jul 2021 | MSFT Microsoft Corporation - Common Sto |
$1,001 - $15,000 | spouse | — | yes |
| B | SELL | 26 Jul 2021 | IBM International Business Machines Co |
$1,001 - $15,000 | spouse | — | yes |
| B | SELL | 26 Jul 2021 | INTC Intel Corporation - Common Stock |
$1,001 - $15,000 | spouse | — | yes |
| E | SELL | 26 Jul 2021 | C Citigroup, Inc. Common Stock |
$1,001 - $15,000 | spouse | — | — |
| D | BUY | 24 Jun 2021 | USB U.S. Bancorp |
$1,001 - $15,000 | spouse | -5.5% | — |
| D | BUY | 23 Jun 2021 | JPM JPMorgan Chase & Co. |
$1,001 - $15,000 | spouse | -14.0% | — |
| B | BUY | 23 Jun 2021 | AAPL Apple Inc. |
$1,001 - $15,000 | spouse | +12.3% | yes |
| — | SELL | 21 Jun 2021 | None Wells Fargo & Company |
$1,001 - $15,000 | spouse | — | — |
| B | SELL | 25 May 2021 | T AT&T Inc. |
$1,001 - $15,000 | spouse | — | yes |
| D | SELL | 10 May 2021 | WFC Wells Fargo & Company |
$1,001 - $15,000 | spouse | — | — |
| D | SELL | 26 Apr 2021 | WFC Wells Fargo & Company |
$1,001 - $15,000 | spouse | — | — |
| D | SELL | 25 Mar 2021 | C Citigroup Inc. |
$1,001 - $15,000 | spouse | — | — |
| D | BUY | 24 Mar 2021 | WFC Wells Fargo & Company |
$15,001 - $50,000 | spouse | +12.5% | — |
| D | BUY | 09 Mar 2021 | USB U.S. Bancorp |
$1,001 - $15,000 | spouse | -17.9% | — |
| E | BUY | 09 Mar 2021 | JPM JPMorgan Chase & Co. |
$1,001 - $15,000 | spouse | -24.8% | — |
| D | BUY | 09 Mar 2021 | BLK BlackRock, Inc. |
$1,001 - $15,000 | spouse | -18.4% | — |
| D | BUY | 03 Mar 2021 | UBSI United Bankshares, Inc. |
$100,001 - $250,000 | spouse | -17.8% | — |
| — | SELL | 23 Feb 2021 | None EV - Eaton Vance Corp |
$1,001 - $15,000 | spouse | — | — |
| C | BUY | 23 Feb 2021 | UBSI United Bankshares, Inc. |
$50,001 - $100,000 | spouse | -17.7% | — |
| B | SELL | 08 Feb 2021 | CSCO Cisco Systems, Inc. |
$1,001 - $15,000 | spouse | — | yes |
| B | BUY | 31 Dec 2020 | UNH UnitedHealth Group Incorporated |
$1,001 - $15,000 | spouse | +8.8% | yes |
| B | BUY | 31 Dec 2020 | PSX Phillips 66 |
$1,001 - $15,000 | spouse | -0.6% | yes |
| D | BUY | 31 Dec 2020 | AMT American Tower Corporation (REIT) |
$1,001 - $15,000 | spouse | -2.7% | — |
| D | SELL | 31 Dec 2020 | SYY Sysco Corporation |
$1,001 - $15,000 | spouse | — | — |
| D | SELL | 31 Dec 2020 | PII Polaris Inc. |
$1,001 - $15,000 | spouse | — | — |
| B | SELL | 31 Dec 2020 | OTIS Otis Worldwide Corporation |
$1,001 - $15,000 | spouse | — | yes |
| B | SELL | 31 Dec 2020 | XOM Exxon Mobil Corporation |
$1,001 - $15,000 | spouse | — | yes |
| D | SELL | 31 Dec 2020 | CLX The Clorox Company |
$1,001 - $15,000 | spouse | — | — |
| B | SELL | 31 Dec 2020 | CARR Carrier Global Corporation |
$1,001 - $15,000 | self | — | yes |
| D | SELL | 15 Dec 2020 | WFC Wells Fargo & Company |
$15,001 - $50,000 | spouse | — | — |
| C | BUY | 25 Jun 2020 | WFC Wells Fargo & Company |
$15,001 - $50,000 | spouse | +45.8% | — |
| C | SELL | 07 Apr 2020 | RTN United Technologies Corp. (Exchang |
$15,001 - $50,000 | spouse | — | — |
| D | BUY | 03 Mar 2020 | JPM JPMorgan Chase & Co. |
$1,001 - $15,000 | spouse | +20.8% | — |
| B | BUY | 03 Mar 2020 | MSFT Microsoft Corporation |
$1,001 - $15,000 | spouse | -3.8% | yes |
| B | BUY | 03 Mar 2020 | JNJ Johnson & Johnson |
$1,001 - $15,000 | spouse | -32.8% | yes |
| B | BUY | 03 Mar 2020 | ABT Abbott Laboratories |
$1,001 - $15,000 | spouse | -12.7% | yes |
| B | BUY | 16 Dec 2019 | CMCSA Comcast Corporation |
$1,001 - $15,000 | spouse | -4.4% | yes |
| D | SELL | 11 Dec 2019 | C Citigroup Inc. |
$1,001 - $15,000 | spouse | — | — |
| C | SELL | 09 Dec 2019 | TFC BBT (Exchanged) Truist Financial C |
$100,001 - $250,000 | self | — | — |
Click any row for the full trade breakdown.