Trade of the Scott Franklin
Republican · FL-18 · House
In-remit alpha 12m
-13.4%
29 buys in their jurisdiction
Everything else
-8.1%
their other buys
$-weighted 12m
-11.9%
all buys, by size
t-stat (12m)
-4.00
outside the noise
Disclosure lag
102 days
trade → public filing
Est. volume
$2.1M
0 option trades
Trading profile
| Disclosed transactions | 255 across 22 filings |
| Buys / sells | 117 / 137 |
| Distinct securities | 57 |
| Estimated volume | $18.5M |
| Traded in family accounts | 137 of 255 |
| Active | 11 Feb 2021 – 10 Feb 2026 |
| Busiest single day | 43 trades 07 Aug 2024 |
43 transactions on a single day is the signature of a managed account being rebalanced rather than 43 separate decisions — which is why the grades below skew low.
What they buy
| Industrials in remit | 19 | |
| Technology in remit | 18 | |
| Healthcare in remit | 17 | |
| Pharma | 14 | |
| Aerospace in remit | 9 | |
| Defense in remit | 9 | |
| Transport | 7 | |
| Financials | 6 |
Committees — what defines their remit
Appropriations Science, Space, and TechnologySubcommittees
Agriculture, Rural Development, Food and Drug Administration, and Related AgenciesEnergy and Water Development and Related AgenciesMilitary Construction, Veterans Affairs, and Related AgenciesEnvironmentJurisdiction sectors: aerospacedefensehealthcareindustrialstechnology · access score 0.72
How their trades grade
How often their trades look like discrete, in-jurisdiction decisions rather than managed-account activity.
| A |
|
9 |
| B |
|
35 |
| C |
|
48 |
| D |
|
74 |
| E |
|
68 |
Largest positions
| Ticker | Buys | Est. size | Avg 12m vs SPY |
|---|---|---|---|
| LUBYX | 3 | $189.4K | -17.8% |
| FBKWX | 3 | $189.4K | -12.2% |
| LMT | 6 | $113.6K | +5.2% |
| UNP | 4 | $82.3K | -5.7% |
| IVV | 4 | $82.3K | +0.2% |
| QQQM | 3 | $78.5K | +2.9% |
| LSYIX | 3 | $78.5K | -7.4% |
| ITW | 3 | $78.5K | -16.8% |
| HSY | 3 | $78.5K | -20.5% |
| GD | 3 | $78.5K | -1.3% |
| COST | 3 | $78.5K | +17.8% |
| CMCSA | 3 | $78.5K | -36.9% |
All disclosed trades
| Grade | Side | Traded | Ticker | Amount | Owner | 12m vs SPY | Remit |
|---|---|---|---|---|---|---|---|
| D | SELL | 10 Feb 2026 | HSY The Hershey Company Common Stock ( |
$1,001 - $15,000 | self | — | — |
| D | SELL | 10 Feb 2026 | HSY The Hershey Company Common Stock ( |
$1,001 - $15,000 | spouse | — | — |
| C | SELL | 10 Feb 2026 | HSY The Hershey Company Common Stock ( |
$50,001 - $100,000 | self | — | — |
| E | BUY | 14 Oct 2025 | IVV iShares Core S&P 500 ETF (IVV) |
$1,001 - $15,000 | spouse | — | — |
| D | BUY | 14 Oct 2025 | IVV iShares Core S&P 500 ETF (IVV) |
$1,001 - $15,000 | self | — | — |
| D | BUY | 14 Oct 2025 | IVV iShares Core S&P 500 ETF (IVV) |
$50,001 - $100,000 | self | — | — |
| B | BUY | 14 Oct 2025 | UNP Union Pacific Corporation Common S |
$50,001 - $100,000 | self | — | yes |
| B | BUY | 14 Oct 2025 | UNP Union Pacific Corporation Common S |
$1,001 - $15,000 | self | — | yes |
| C | BUY | 14 Oct 2025 | UNP Union Pacific Corporation Common S |
$1,001 - $15,000 | spouse | — | yes |
| C | SELL | 04 Aug 2025 | CMCSA Comcast Corporation - Class A Comm |
$1,001 - $15,000 | spouse | — | yes |
| B | SELL | 04 Aug 2025 | CMCSA Comcast Corporation - Class A Comm |
$1,001 - $15,000 | self | — | yes |
| B | SELL | 04 Aug 2025 | CMCSA Comcast Corporation - Class A Comm |
$15,001 - $50,000 | self | — | yes |
| B | BUY | 04 Aug 2025 | NVO Novo Nordisk A/S Common Stock (NVO |
$15,001 - $50,000 | self | — | yes |
| B | BUY | 04 Aug 2025 | NVO Novo Nordisk A/S Common Stock (NVO |
$1,001 - $15,000 | self | — | yes |
| B | BUY | 04 Aug 2025 | NVO Novo Nordisk A/S Common Stock (NVO |
$1,001 - $15,000 | self | — | yes |
| C | BUY | 04 Aug 2025 | NVO Novo Nordisk A/S Common Stock (NVO |
$1,001 - $15,000 | spouse | — | yes |
| B | SELL | 22 Jul 2025 | UPS United Parcel Service, Inc. Common |
$1,001 - $15,000 | self | — | yes |
| B | SELL | 22 Jul 2025 | UPS United Parcel Service, Inc. Common |
$1,001 - $15,000 | spouse | — | yes |
| A | SELL | 22 Jul 2025 | UPS United Parcel Service, Inc. Common |
$50,001 - $100,000 | self | — | yes |
| C | SELL | 16 Jun 2025 | GOOG Alphabet Inc. - Class C Capital St |
$1,001 - $15,000 | joint | — | yes |
| C | SELL | 16 Jun 2025 | AAPL Apple Inc. - Common Stock (AAPL) |
$15,001 - $50,000 | joint | — | yes |
| E | SELL | 16 Jun 2025 | BRK.B Berkshire Hathaway Inc. New Common |
$15,001 - $50,000 | joint | — | — |
| C | SELL | 16 Jun 2025 | CSCO Cisco Systems, Inc. - Common Stock |
$1,001 - $15,000 | joint | — | yes |
| E | SELL | 16 Jun 2025 | HD Home Depot, Inc. (HD) |
$15,001 - $50,000 | joint | — | — |
| C | SELL | 16 Jun 2025 | JNJ Johnson & Johnson Common Stock (JN |
$15,001 - $50,000 | joint | — | yes |
| E | SELL | 16 Jun 2025 | JPM JP Morgan Chase & Co. Common Stock |
$15,001 - $50,000 | joint | — | — |
| E | SELL | 16 Jun 2025 | KVUE Kenvue Inc. Common Stock (KVUE) |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 16 Jun 2025 | MCD McDonald's Corporation Common Stoc |
$15,001 - $50,000 | joint | — | — |
| C | SELL | 16 Jun 2025 | MRK Merck & Company, Inc. Common Stock |
$1,001 - $15,000 | joint | — | yes |
| C | SELL | 16 Jun 2025 | MSFT Microsoft Corporation - Common Sto |
$15,001 - $50,000 | joint | — | yes |
| E | SELL | 16 Jun 2025 | PEP Pepsico, Inc. (PEP) |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 16 Jun 2025 | PG Procter & Gamble Company (PG) |
$15,001 - $50,000 | joint | — | — |
| C | SELL | 16 Jun 2025 | UPS United Parcel Service, Inc. Common |
$1,001 - $15,000 | joint | — | yes |
| E | SELL | 16 Jun 2025 | V Visa Inc. (V) |
$15,001 - $50,000 | joint | — | — |
| E | SELL | 16 Jun 2025 | WMT Walmart Inc. Common Stock (WMT) |
$15,001 - $50,000 | joint | — | — |
| B | BUY | 21 Apr 2025 | UNP Union Pacific Corporation Common S |
$1,001 - $15,000 | spouse | -5.7% | yes |
| C | SELL | 10 Apr 2025 | BWIN The Baldwin Insurance Group, Inc. |
$500,001 - $1,000,000 | joint | — | — |
| A | BUY | 27 Mar 2025 | NVO Novo Nordisk A/S Common Stock (NVO |
$1,001 - $15,000 | self | -67.1% | yes |
| A | BUY | 27 Mar 2025 | NVO Novo Nordisk A/S Common Stock (NVO |
$15,001 - $50,000 | self | -67.1% | yes |
| A | BUY | 26 Feb 2025 | AMZN Amazon.com, Inc. - Common Stock (A |
$1,001 - $15,000 | self | -10.7% | yes |
| C | BUY | 26 Feb 2025 | AMZN Amazon.com, Inc. - Common Stock (A |
$1,001 - $15,000 | spouse | -10.7% | yes |
| A | BUY | 26 Feb 2025 | AMZN Amazon.com, Inc. - Common Stock (A |
$50,001 - $100,000 | self | -10.7% | yes |
| — | BUY | 19 Feb 2025 | None Fidelity Advisor Total Bond CL Z |
$1,001 - $15,000 | self | — | — |
| — | BUY | 19 Feb 2025 | None Fidelity Advisor Total Bond CL Z |
$800.00 | spouse | — | — |
| — | BUY | 19 Feb 2025 | None Fidelity Advisor Total Bond CL Z |
$1,001 - $15,000 | self | — | — |
| B | BUY | 18 Feb 2025 | LMT Lockheed Martin Corporation Common |
$1,001 - $15,000 | self | +20.4% | yes |
| B | BUY | 18 Feb 2025 | LMT Lockheed Martin Corporation Common |
$1,001 - $15,000 | spouse | +20.4% | yes |
| A | BUY | 18 Feb 2025 | LMT Lockheed Martin Corporation Common |
$15,001 - $50,000 | self | +20.4% | yes |
| C | SELL | 07 Feb 2025 | BWIN The Baldwin Insurance Group, Inc. |
$1,000,001 - $5,000,000 | joint | — | — |
| C | SELL | 06 Feb 2025 | BWIN The Baldwin Insurance Group, Inc. |
$15,001 - $50,000 | joint | — | — |
| D | SELL | 28 Jan 2025 | COST Costco Wholesale Corporation - Com |
$1,001 - $15,000 | self | — | — |
| D | SELL | 28 Jan 2025 | COST Costco Wholesale Corporation - Com |
$1,001 - $15,000 | spouse | — | — |
| D | SELL | 28 Jan 2025 | COST Costco Wholesale Corporation - Com |
$50,001 - $100,000 | self | — | — |
| A | BUY | 25 Sep 2024 | ITW Illinois Tool Works Inc. Common St |
$50,001 - $100,000 | self | -18.4% | yes |
| B | BUY | 25 Sep 2024 | ITW Illinois Tool Works Inc. Common St |
$1,001 - $15,000 | self | -18.4% | yes |
| B | BUY | 25 Sep 2024 | ADP Automatic Data Processing, Inc. - |
$1,001 - $15,000 | spouse | -39.6% | yes |
| B | BUY | 25 Sep 2024 | ITW Illinois Tool Works Inc. Common St |
$1,001 - $15,000 | spouse | -13.5% | yes |
| A | BUY | 24 Sep 2024 | ADP Automatic Data Processing, Inc. - |
$50,001 - $100,000 | self | -16.4% | yes |
| B | BUY | 24 Sep 2024 | ADP Automatic Data Processing, Inc. - |
$1,001 - $15,000 | self | -16.4% | yes |
| D | SELL | 14 Aug 2024 | SBUX Starbucks Corporation - Common Sto |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 14 Aug 2024 | SBUX Starbucks Corporation - Common Sto |
$1,001 - $15,000 | self | — | — |
| C | SELL | 14 Aug 2024 | SBUX Starbucks Corporation - Common Sto |
$100,001 - $250,000 | self | — | — |
| D | SELL | 14 Aug 2024 | SBUX Starbucks Corporation - Common Sto |
$1,001 - $15,000 | spouse | — | — |
| B | BUY | 07 Aug 2024 | ACN Accenture plc Class A Ordinary Sha |
$50,001 - $100,000 | self | -36.8% | yes |
| D | BUY | 07 Aug 2024 | APD Air Products and Chemicals, Inc. C |
$50,001 - $100,000 | self | -4.8% | — |
| B | BUY | 07 Aug 2024 | AMGN Amgen Inc. - Common Stock (AMGN) |
$50,001 - $100,000 | self | -23.0% | yes |
| D | BUY | 07 Aug 2024 | CB Chubb Limited Common Stock (CB) |
$50,001 - $100,000 | self | -11.6% | — |
| D | BUY | 07 Aug 2024 | FBKWX FIDELITY ADVISOR TOTAL BOND CL Z ( |
$100,001 - $250,000 | self | -12.2% | — |
| — | BUY | 07 Aug 2024 | None FIRST TR EXCHANGE-TRADED FD VI SMI |
$50,001 - $100,000 | self | — | — |
| B | BUY | 07 Aug 2024 | GD General Dynamics Corporation Commo |
$50,001 - $100,000 | self | -6.0% | yes |
| D | BUY | 07 Aug 2024 | QQQM INVESCO EXCHANGE TRADED FD TR II N |
$50,001 - $100,000 | self | +2.9% | — |
| B | BUY | 07 Aug 2024 | JNJ Johnson & Johnson Common Stock (JN |
$15,001 - $50,000 | self | +0.2% | yes |
| D | BUY | 07 Aug 2024 | LSYIX LORD ABBETT SHORT DURATION HIGH YL |
$50,001 - $100,000 | self | -7.4% | — |
| E | BUY | 07 Aug 2024 | MCD McDonald's Corporation Common Stoc |
$1,001 - $15,000 | self | -3.3% | — |
| D | BUY | 07 Aug 2024 | SBUX Starbucks Corporation - Common Sto |
$15,001 - $50,000 | self | -16.8% | — |
| D | BUY | 07 Aug 2024 | HSY The Hershey Company Common Stock ( |
$50,001 - $100,000 | self | -21.4% | — |
| B | BUY | 07 Aug 2024 | UPS United Parcel Service, Inc. Common |
$15,001 - $50,000 | self | -44.3% | yes |
| D | BUY | 07 Aug 2024 | ACN Accenture plc Class A Ordinary Sha |
$1,001 - $15,000 | spouse | -73.8% | yes |
| E | BUY | 07 Aug 2024 | APD Air Products and Chemicals, Inc. C |
$1,001 - $15,000 | spouse | -13.4% | — |
| D | BUY | 07 Aug 2024 | GOOG Alphabet Inc. - Class C Capital St |
$1,001 - $15,000 | spouse | +81.2% | yes |
| D | BUY | 07 Aug 2024 | AMGN Amgen Inc. - Common Stock (AMGN) |
$1,001 - $15,000 | spouse | +6.0% | yes |
| D | BUY | 07 Aug 2024 | AAPL Apple Inc. - Common Stock (AAPL) |
$1,001 - $15,000 | spouse | +25.4% | yes |
| E | BUY | 07 Aug 2024 | BRK.B Berkshire Hathaway Inc. New Common |
$1,001 - $15,000 | spouse | -17.2% | — |
| E | BUY | 07 Aug 2024 | CB Chubb Limited Common Stock (CB) |
$1,001 - $15,000 | spouse | +6.6% | — |
| D | BUY | 07 Aug 2024 | CMCSA Comcast Corporation - Class A Comm |
$1,001 - $15,000 | spouse | -48.4% | yes |
| E | BUY | 07 Aug 2024 | COST Costco Wholesale Corporation - Com |
$1,001 - $15,000 | spouse | -24.5% | — |
| E | BUY | 07 Aug 2024 | FBKWX Fidelity Advisor Total Bond CL Z ( |
$1,001 - $15,000 | spouse | — | — |
| E | BUY | 07 Aug 2024 | SDVY FIRST TR EXCHANGE-TRADED FD VI SMI |
$1,001 - $15,000 | spouse | — | — |
| D | BUY | 07 Aug 2024 | GD General Dynamics Corporation Commo |
$1,001 - $15,000 | spouse | +8.0% | yes |
| E | BUY | 07 Aug 2024 | HD Home Depot, Inc. (HD) |
$1,001 - $15,000 | spouse | -25.8% | — |
| E | BUY | 07 Aug 2024 | QQQM INVESCO EXCH TRADED FD TR II NASDA |
$1,001 - $15,000 | spouse | — | — |
| D | BUY | 07 Aug 2024 | JNJ Johnson & Johnson Common Stock (JN |
$1,001 - $15,000 | spouse | +54.3% | yes |
| E | BUY | 07 Aug 2024 | JPM JP Morgan Chase & Co. Common Stock |
$1,001 - $15,000 | spouse | -4.2% | — |
| D | BUY | 07 Aug 2024 | LMT Lockheed Martin Corporation Common |
$1,001 - $15,000 | spouse | -2.9% | yes |
| E | BUY | 07 Aug 2024 | LSYIX LORD ABBETT SHORT DURATION HIGH YL |
$1,001 - $15,000 | spouse | — | — |
| E | BUY | 07 Aug 2024 | MCD McDonald's Corporation Common Stoc |
$1,001 - $15,000 | spouse | -23.0% | — |
| D | BUY | 07 Aug 2024 | MRK Merck & Company, Inc. Common Stock |
$1,001 - $15,000 | spouse | +43.2% | yes |
| D | BUY | 07 Aug 2024 | MSFT Microsoft Corporation - Common Sto |
$1,001 - $15,000 | spouse | -42.5% | yes |
| E | BUY | 07 Aug 2024 | PEP Pepsico, Inc. (PEP) |
$1,001 - $15,000 | spouse | -10.1% | — |
| E | BUY | 07 Aug 2024 | PG Procter & Gamble Company (PG) |
$1,001 - $15,000 | spouse | -23.6% | — |
| E | BUY | 07 Aug 2024 | SBUX Starbucks Corporation - Common Sto |
$1,001 - $15,000 | spouse | -8.3% | — |
| E | BUY | 07 Aug 2024 | HSY The Hershey Company Common Stock ( |
$1,001 - $15,000 | spouse | -18.7% | — |
| D | BUY | 07 Aug 2024 | UPS United Parcel Service, Inc. Common |
$1,001 - $15,000 | spouse | -6.2% | yes |
| D | BUY | 07 Aug 2024 | UNH UnitedHealth Group Incorporated Co |
$1,001 - $15,000 | spouse | +21.5% | yes |
| E | BUY | 07 Aug 2024 | V Visa Inc. (V) |
$1,001 - $15,000 | spouse | -22.4% | — |
| E | BUY | 07 Aug 2024 | WMT Walmart Inc. Common Stock (WMT) |
$1,001 - $15,000 | spouse | -6.8% | — |
| C | SELL | 06 Aug 2024 | AAPL Apple Inc. - Common Stock (AAPL) |
$15,001 - $50,000 | self | — | yes |
| D | SELL | 06 Aug 2024 | BRKB BERKSHIRE HATHAWAY INC COM USD0.00 |
$15,001 - $50,000 | self | — | — |
| C | SELL | 06 Aug 2024 | CSCO Cisco Systems, Inc. - Common Stock |
$50,001 - $100,000 | self | — | yes |
| E | SELL | 06 Aug 2024 | COST Costco Wholesale Corporation - Com |
$15,001 - $50,000 | self | — | — |
| D | SELL | 06 Aug 2024 | DFS Discover Financial Services Common |
$50,001 - $100,000 | self | — | — |
| — | SELL | 06 Aug 2024 | None FIDELITY CONTRAFUND |
$15,001 - $50,000 | spouse | — | — |
| E | SELL | 06 Aug 2024 | FFRHX FIDELITY FLOATING HIGH RATE INCOME |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 06 Aug 2024 | ONEQ FIDELITY NASDAQ COMPOSITE INDEX ET |
$15,001 - $50,000 | spouse | — | — |
| E | SELL | 06 Aug 2024 | FQAL FIDELITY QUALITY FACTOR ETF (FQAL) |
$15,001 - $50,000 | spouse | — | — |
| D | SELL | 06 Aug 2024 | QQQ INVESCO QQQ TR UNIT SER 1 (QQQ) |
$100,001 - $250,000 | self | — | — |
| — | SELL | 06 Aug 2024 | None ISHARES CORE S&P 500 ETF |
$15,001 - $50,000 | spouse | — | — |
| E | SELL | 06 Aug 2024 | IJR ISHARES CORE S&P SMALL CAP E (IJR) |
$1,001 - $15,000 | spouse | — | — |
| D | SELL | 06 Aug 2024 | IJR ISHARES CORE S&P SMALL CAP E (IJR) |
$50,001 - $100,000 | self | — | — |
| D | SELL | 06 Aug 2024 | DGRO ISHARES TRUST CORE DIVID GWTH (DGR |
$15,001 - $50,000 | spouse | — | — |
| E | SELL | 06 Aug 2024 | JPM JP Morgan Chase & Co. Common Stock |
$15,001 - $50,000 | self | — | — |
| E | SELL | 06 Aug 2024 | KVUE Kenvue Inc. Common Stock (KVUE) |
$1,001 - $15,000 | self | — | — |
| — | SELL | 06 Aug 2024 | None LORD ABBETT ULTRA SHORT BOND CL I |
$100,001 - $250,000 | self | — | — |
| E | SELL | 06 Aug 2024 | LUBYX Lord Abbott Ultra Short Bond CL I |
$1,001 - $15,000 | spouse | — | — |
| C | SELL | 06 Aug 2024 | MSFT Microsoft Corporation - Common Sto |
$15,001 - $50,000 | self | — | yes |
| E | SELL | 06 Aug 2024 | NEE NextEra Energy, Inc. Common Stock |
$50,001 - $100,000 | self | — | — |
| C | SELL | 06 Aug 2024 | PFE Pfizer, Inc. Common Stock (PFE) |
$15,001 - $50,000 | self | — | yes |
| E | SELL | 06 Aug 2024 | WMT Walmart Inc. Common Stock (WMT) |
$15,001 - $50,000 | self | — | — |
| B | BUY | 02 Aug 2024 | ACN Accenture plc Class A Ordinary Sha |
$1,001 - $15,000 | self | -36.8% | yes |
| D | BUY | 02 Aug 2024 | APD Air Products and Chemicals, Inc. C |
$1,001 - $15,000 | self | -4.8% | — |
| B | BUY | 02 Aug 2024 | AMGN Amgen Inc. - Common Stock (AMGN) |
$1,001 - $15,000 | self | -23.0% | yes |
| D | BUY | 02 Aug 2024 | CB Chubb Limited Common Stock (CB) |
$1,001 - $15,000 | self | -11.6% | — |
| D | BUY | 02 Aug 2024 | FBKWX FIDELITY ADVISOR TOTAL BOND CL Z ( |
$15,001 - $50,000 | self | -12.2% | — |
| — | BUY | 02 Aug 2024 | None FIRST TR EXCHANGE-TRADED FD VI SMI |
$1,001 - $15,000 | self | — | — |
| B | BUY | 02 Aug 2024 | GD General Dynamics Corporation Commo |
$1,001 - $15,000 | self | -6.0% | yes |
| D | BUY | 02 Aug 2024 | QQQM INVESCO EXCHANGE TRADED FD TR II N |
$1,001 - $15,000 | self | +2.9% | — |
| C | BUY | 02 Aug 2024 | JNJ Johnson & Johnson Common Stock (JN |
$1,001 - $15,000 | self | +0.2% | yes |
| D | BUY | 02 Aug 2024 | LSYIX LORD ABBETT SHORT DURATION HIGH YL |
$1,001 - $15,000 | self | -7.4% | — |
| E | BUY | 02 Aug 2024 | MCD McDonald's Corporation Common Stoc |
$1,001 - $15,000 | self | -3.3% | — |
| C | BUY | 02 Aug 2024 | MRK Merck & Company, Inc. Common Stock |
$1,001 - $15,000 | self | -37.4% | yes |
| E | BUY | 02 Aug 2024 | PEP Pepsico, Inc. (PEP) |
$1,001 - $15,000 | self | -27.2% | — |
| E | BUY | 02 Aug 2024 | PG Procter & Gamble Company (PG) |
$1,001 - $15,000 | self | -19.3% | — |
| E | BUY | 02 Aug 2024 | SBUX Starbucks Corporation - Common Sto |
$1,001 - $15,000 | self | -16.8% | — |
| D | BUY | 02 Aug 2024 | HSY The Hershey Company Common Stock ( |
$1,001 - $15,000 | self | -21.4% | — |
| C | BUY | 02 Aug 2024 | UPS United Parcel Service, Inc. Common |
$1,001 - $15,000 | self | -44.3% | yes |
| C | SELL | 01 Aug 2024 | GOOG Alphabet Inc. - Class C Capital St |
$1,001 - $15,000 | self | — | yes |
| C | SELL | 01 Aug 2024 | AAPL Apple Inc. - Common Stock (AAPL) |
$1,001 - $15,000 | self | — | yes |
| D | SELL | 01 Aug 2024 | BRKB BERKSHIRE HATHAWAY INC COM USD0.00 |
$1,001 - $15,000 | self | — | — |
| C | SELL | 01 Aug 2024 | CSCO Cisco Systems, Inc. - Common Stock |
$1,001 - $15,000 | self | — | yes |
| E | SELL | 01 Aug 2024 | COST Costco Wholesale Corporation - Com |
$1,001 - $15,000 | self | — | — |
| D | SELL | 01 Aug 2024 | DFS Discover Financial Services Common |
$1,001 - $15,000 | self | — | — |
| — | SELL | 01 Aug 2024 | None FIDELITY MID CAP STOCK |
$1,001 - $15,000 | self | — | — |
| — | SELL | 01 Aug 2024 | None INVESCO QQQ TR UNIT SER 1 |
$15,001 - $50,000 | self | — | — |
| — | SELL | 01 Aug 2024 | None IShares Core S&P Small Cap E |
$1,001 - $15,000 | self | — | — |
| E | SELL | 01 Aug 2024 | JPM JP Morgan Chase & Co. Common Stock |
$1,001 - $15,000 | self | — | — |
| D | SELL | 01 Aug 2024 | KVUE Kenvue Inc. Common Stock (KVUE) |
$447.03 | self | — | — |
| B | SELL | 01 Aug 2024 | LMT Lockheed Martin Corporation Common |
$1,001 - $15,000 | self | — | yes |
| — | SELL | 01 Aug 2024 | None Lord Abbott Ultra Short Bond CL I |
$1,001 - $15,000 | self | — | — |
| E | SELL | 01 Aug 2024 | NEE NextEra Energy, Inc. Common Stock |
$1,001 - $15,000 | self | — | — |
| C | SELL | 01 Aug 2024 | PFE Pfizer, Inc. Common Stock (PFE) |
$1,001 - $15,000 | self | — | yes |
| E | SELL | 01 Aug 2024 | WMT Walmart Inc. Common Stock (WMT) |
$1,001 - $15,000 | self | — | — |
| D | SELL | 08 May 2024 | BRP The Baldwin Insurance Group, Inc. |
$500,001 - $1,000,000 | joint | — | — |
| D | SELL | 09 Apr 2024 | BRP BRP Group, Inc. - Class A Common S |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 21 Mar 2024 | BRP BRP Group, Inc. - Class A Common S |
$1,000,001 - $5,000,000 | joint | — | — |
| C | SELL | 30 Jan 2024 | AAPL Apple Inc. - Common Stock (AAPL) |
$1,001 - $15,000 | joint | — | yes |
| E | SELL | 30 Jan 2024 | BRK.B Berkshire Hathaway Inc. New Common |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 30 Jan 2024 | SBUX Starbucks Corporation - Common Sto |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 30 Jan 2024 | WMT Walmart Inc. Common Stock (WMT) |
$1,001 - $15,000 | joint | — | — |
| C | SELL | 11 Sep 2023 | GOOG Alphabet Inc. - Class C Capital St |
$50,001 - $100,000 | joint | — | yes |
| C | SELL | 11 Sep 2023 | AAPL Apple Inc. (AAPL) |
$15,001 - $50,000 | joint | — | yes |
| E | SELL | 11 Sep 2023 | BRK.B Berkshire Hathaway Inc. New (BRK.B |
$15,001 - $50,000 | joint | — | — |
| C | SELL | 11 Sep 2023 | CSCO Cisco Systems, Inc. (CSCO) |
$50,001 - $100,000 | joint | — | yes |
| E | SELL | 11 Sep 2023 | DFS Discover Financial Services (DFS) |
$15,001 - $50,000 | joint | — | — |
| E | SELL | 11 Sep 2023 | FMCSX Fidelity Mid-Cap Stock Fund (FMCSX |
$1,001 - $15,000 | joint | — | — |
| — | SELL | 11 Sep 2023 | None Fidelity Money Market Fund - Premi |
$50,001 - $100,000 | joint | — | — |
| E | SELL | 11 Sep 2023 | HD Home Depot, Inc. (HD) |
$15,001 - $50,000 | joint | — | — |
| E | SELL | 11 Sep 2023 | QQQ Invesco QQQ Trust, Series 1 (QQQ) |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 11 Sep 2023 | IJR iShares Core S&P Small-Cap ETF (IJ |
$1,001 - $15,000 | joint | — | — |
| C | SELL | 11 Sep 2023 | JNJ Johnson & Johnson (JNJ) |
$15,001 - $50,000 | joint | — | yes |
| E | SELL | 11 Sep 2023 | JPM JP Morgan Chase & Co. (JPM) |
$15,001 - $50,000 | joint | — | — |
| E | SELL | 11 Sep 2023 | MCD McDonald's Corporation (MCD) |
$15,001 - $50,000 | joint | — | — |
| C | SELL | 11 Sep 2023 | MRK Merck & Company, Inc. Common Stock |
$15,001 - $50,000 | joint | — | yes |
| C | SELL | 11 Sep 2023 | MSFT Microsoft Corporation (MSFT) |
$15,001 - $50,000 | joint | — | yes |
| E | SELL | 11 Sep 2023 | NEE NextEra Energy, Inc. (NEE) |
$15,001 - $50,000 | joint | — | — |
| E | SELL | 11 Sep 2023 | PEP Pepsico, Inc. (PEP) |
$15,001 - $50,000 | joint | — | — |
| D | SELL | 11 Sep 2023 | PFE Pfizer, Inc. (PFE) |
$1,001 - $15,000 | joint | — | yes |
| E | SELL | 11 Sep 2023 | PG Procter & Gamble Company (PG) |
$15,001 - $50,000 | joint | — | — |
| E | SELL | 11 Sep 2023 | SBUX Starbucks Corporation (SBUX) |
$15,001 - $50,000 | joint | — | — |
| C | SELL | 11 Sep 2023 | UPS United Parcel Service, Inc. (UPS) |
$15,001 - $50,000 | joint | — | yes |
| C | SELL | 11 Sep 2023 | UNH UnitedHealth Group Incorporated Co |
$15,001 - $50,000 | joint | — | yes |
| E | SELL | 11 Sep 2023 | V Visa Inc. (V) |
$15,001 - $50,000 | joint | — | — |
| E | SELL | 11 Sep 2023 | WMT Walmart Inc. (WMT) |
$15,001 - $50,000 | joint | — | — |
| C | SELL | 19 Apr 2023 | AAPL Apple Inc. (AAPL) |
$1,001 - $15,000 | joint | — | yes |
| B | BUY | 19 Apr 2023 | CMCSA Comcast Corporation - Class A (CMC |
$50,001 - $100,000 | self | -31.2% | yes |
| B | BUY | 19 Apr 2023 | CMCSA Comcast Corporation - Class A (CMC |
$1,001 - $15,000 | self | -31.2% | yes |
| D | BUY | 19 Apr 2023 | COST Costco Wholesale Corporation (COST |
$1,001 - $15,000 | self | +38.9% | — |
| D | BUY | 19 Apr 2023 | COST Costco Wholesale Corporation (COST |
$50,001 - $100,000 | self | +38.9% | — |
| — | BUY | 19 Apr 2023 | None FCNTX |
$1,001 - $15,000 | spouse | — | — |
| — | BUY | 19 Apr 2023 | None FFRHX |
$1,001 - $15,000 | spouse | — | — |
| D | BUY | 19 Apr 2023 | FQAL Fidelity Quality Factor ETF (FQAL) |
$1,001 - $15,000 | spouse | -2.5% | — |
| — | SELL | 19 Apr 2023 | None FMCSX |
$1,001 - $15,000 | joint | — | — |
| — | SELL | 19 Apr 2023 | None FSKAX |
$50,001 - $100,000 | self | — | — |
| — | SELL | 19 Apr 2023 | None FSKAX |
$1,001 - $15,000 | self | — | — |
| E | SELL | 19 Apr 2023 | QQQ Invesco QQQ Trust, Series 1 (QQQ) |
$1,001 - $15,000 | joint | — | — |
| D | BUY | 19 Apr 2023 | IVV iShares Core S&P 500 ETF (IVV) |
$1,001 - $15,000 | spouse | +0.2% | — |
| E | SELL | 19 Apr 2023 | IJR iShares Core S&P Small-Cap ETF (IJ |
$1,001 - $15,000 | joint | — | — |
| — | BUY | 19 Apr 2023 | None LSYIX |
$50,001 - $100,000 | self | — | — |
| — | BUY | 19 Apr 2023 | None LSYIX |
$1,001 - $15,000 | self | — | — |
| — | SELL | 19 Apr 2023 | None LUBYX |
$1,001 - $15,000 | self | — | — |
| E | SELL | 19 Apr 2023 | SBUX Starbucks Corporation (SBUX) |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 21 Feb 2023 | BRK.A Berkshire Hathaway Inc. (BRK.A) |
$15,001 - $50,000 | joint | — | — |
| D | SELL | 21 Feb 2023 | QQQ Invesco QQQ Trust, Series 1 (QQQ) |
$1,001 - $15,000 | joint | — | — |
| B | SELL | 21 Feb 2023 | MSFT Microsoft Corporation (MSFT) |
$15,001 - $50,000 | joint | — | yes |
| D | SELL | 21 Feb 2023 | WMT Walmart Inc. (WMT) |
$15,001 - $50,000 | joint | — | — |
| B | SELL | 15 Feb 2023 | AAPL Apple Inc. (AAPL) |
$15,001 - $50,000 | joint | — | yes |
| D | SELL | 15 Feb 2023 | BRK.B Berkshire Hathaway Inc. New (BRK.B |
$50,001 - $100,000 | joint | — | — |
| C | SELL | 15 Feb 2023 | CSCO Cisco Systems, Inc. (CSCO) |
$15,001 - $50,000 | joint | — | yes |
| B | SELL | 15 Feb 2023 | CMCSA Comcast Corporation - Class A (CMC |
$50,001 - $100,000 | joint | — | yes |
| D | SELL | 15 Feb 2023 | QQQ Invesco QQQ Trust, Series 1 (QQQ) |
$50,001 - $100,000 | joint | — | — |
| D | SELL | 15 Feb 2023 | IJR iShares Core S&P Small-Cap ETF (IJ |
$50,001 - $100,000 | joint | — | — |
| D | SELL | 15 Feb 2023 | JPM JP Morgan Chase & Co. (JPM) |
$50,001 - $100,000 | joint | — | — |
| C | SELL | 15 Feb 2023 | MDT Medtronic plc. Ordinary Shares (MD |
$50,001 - $100,000 | joint | — | yes |
| C | SELL | 15 Feb 2023 | MSFT Microsoft Corporation (MSFT) |
$15,001 - $50,000 | joint | — | yes |
| D | SELL | 15 Feb 2023 | NEE NextEra Energy, Inc. (NEE) |
$15,001 - $50,000 | joint | — | — |
| B | SELL | 15 Feb 2023 | PFE Pfizer, Inc. (PFE) |
$15,001 - $50,000 | joint | — | yes |
| D | SELL | 15 Feb 2023 | PNC PNC Financial Services Group, Inc. |
$15,001 - $50,000 | joint | — | — |
| E | SELL | 15 Feb 2023 | SBUX Starbucks Corporation (SBUX) |
$50,001 - $100,000 | joint | — | — |
| B | SELL | 15 Feb 2023 | UPS United Parcel Service, Inc. (UPS) |
$15,001 - $50,000 | joint | — | yes |
| B | SELL | 15 Feb 2023 | UNH UnitedHealth Group Incorporated Co |
$15,001 - $50,000 | joint | — | yes |
| B | SELL | 15 Feb 2023 | VZ Verizon Communications Inc. (VZ) |
$50,001 - $100,000 | joint | — | yes |
| D | BUY | 13 Sep 2022 | CSCO Cisco Systems, Inc. (CSCO) |
$15,001 - $50,000 | self | +16.8% | — |
| D | BUY | 13 Sep 2022 | CSCO Cisco Systems, Inc. (CSCO) |
$1,001 - $15,000 | self | +16.8% | — |
| D | BUY | 13 Sep 2022 | FCNTX Fidelity Contrafund (FCNTX) |
$1,001 - $15,000 | spouse | +10.4% | — |
| D | BUY | 13 Sep 2022 | ONEQ Fidelity Nasdaq Composite Index ET |
$1,001 - $15,000 | spouse | +9.0% | — |
| D | BUY | 13 Sep 2022 | IVW iShares S&P 500 Growth ETF (IVW) |
$1,001 - $15,000 | spouse | +1.0% | — |
| C | BUY | 13 Sep 2022 | MDT Medtronic plc. Ordinary Shares (MD |
$15,001 - $50,000 | self | -32.7% | — |
| D | BUY | 13 Sep 2022 | MDT Medtronic plc. Ordinary Shares (MD |
$1,001 - $15,000 | self | -32.7% | — |
| D | BUY | 13 Sep 2022 | MSFT Microsoft Corporation (MSFT) |
$15,001 - $50,000 | self | +25.4% | — |
| D | BUY | 13 Sep 2022 | WMT Walmart Inc. (WMT) |
$1,001 - $15,000 | self | -1.7% | — |
| D | BUY | 13 Sep 2022 | WMT Walmart Inc. (WMT) |
$15,001 - $50,000 | self | -1.7% | — |
| A | BUY | 12 Sep 2022 | LMT Lockheed Martin Corporation (LMT) |
$50,001 - $100,000 | self | -13.5% | yes |
| B | BUY | 12 Sep 2022 | LMT Lockheed Martin Corporation (LMT) |
$1,001 - $15,000 | self | -13.5% | yes |
| E | SELL | 09 Sep 2022 | FBKWX Fidelity Advisor Total Bond CL Z ( |
$1,001 - $15,000 | spouse | — | — |
| D | BUY | 09 Sep 2022 | HD Home Depot, Inc. (HD) |
$1,001 - $15,000 | self | -17.2% | — |
| D | BUY | 09 Sep 2022 | HD Home Depot, Inc. (HD) |
$15,001 - $50,000 | self | -17.2% | — |
| C | BUY | 09 Sep 2022 | LUBYX Lord Abbett Ultra Short Bond CL I |
$15,001 - $50,000 | self | -17.8% | — |
| D | BUY | 09 Sep 2022 | LUBYX Lord Abbett Ultra Short Bond CL I |
$100,001 - $250,000 | self | -17.8% | — |
| E | BUY | 09 Sep 2022 | LUBYX Lord Abbett Ultra Short Bond CL I |
$1,001 - $15,000 | spouse | -17.8% | — |
| C | BUY | 09 Sep 2022 | SBUX Starbucks Corporation (SBUX) |
$15,001 - $50,000 | self | -15.7% | — |
| D | BUY | 09 Sep 2022 | SBUX Starbucks Corporation (SBUX) |
$1,001 - $15,000 | self | -15.7% | — |
| C | SELL | 08 Sep 2022 | FBKWX Fidelity Advisor Total Bond CL Z ( |
$100,001 - $250,000 | self | — | — |
| C | SELL | 08 Sep 2022 | FBKWX Fidelity Advisor Total Bond CL Z ( |
$15,001 - $50,000 | self | — | — |
| C | SELL | 27 Apr 2021 | BRP BRP group, Inc. - Class A (BRP) |
$1,000,001 - $5,000,000 | self | — | — |
| C | SELL | 27 Apr 2021 | BRP BRP group, Inc. - Class A (BRP) |
$1,000,001 - $5,000,000 | self | — | — |
| C | SELL | 11 Feb 2021 | BRP BRP group, Inc. - Class A (BRP) |
$1,000,001 - $5,000,000 | joint | — | — |
Click any row for the full trade breakdown.