Trade of the Kevin Hern
Republican · OK-1 · House
In-remit alpha 12m
+2.6%
150 buys in their jurisdiction
Everything else
+0.7%
their other buys
$-weighted 12m
+2.1%
all buys, by size
t-stat (12m)
0.37
within the noise
Disclosure lag
28 days
trade → public filing
Est. volume
$14.8M
0 option trades
Trading profile
| Disclosed transactions | 775 across 74 filings |
| Buys / sells | 591 / 154 |
| Distinct securities | 125 |
| Estimated volume | $70.0M |
| Traded in family accounts | 762 of 775 |
| Active | 03 Dec 2019 – 05 Aug 2026 |
| Busiest single day | 42 trades 31 Jan 2023 |
42 transactions on a single day is the signature of a managed account being rebalanced rather than 42 separate decisions — which is why the grades below skew low.
What they buy
| Technology | 92 | |
| Energy | 90 | |
| Industrials in remit | 74 | |
| Healthcare in remit | 56 | |
| Financials in remit | 28 | |
| Aerospace | 26 | |
| Defense | 26 | |
| Utilities | 17 |
Committees — what defines their remit
Ways and MeansSubcommittees
HealthTaxJurisdiction sectors: financialshealthcareindustrials · access score 0.76
How their trades grade
How often their trades look like discrete, in-jurisdiction decisions rather than managed-account activity.
| A |
|
0 |
| B |
|
24 |
| C |
|
95 |
| D |
|
79 |
| E |
|
229 |
Largest positions
| Ticker | Buys | Est. size | Avg 12m vs SPY |
|---|---|---|---|
| MSFT | 16 | $1.1M | +5.4% |
| PXD | 22 | $1.0M | — |
| TXN | 24 | $751.2K | -3.2% |
| SPY | 1 | $707.1K | +0.0% |
| ACN | 21 | $544.1K | -1.1% |
| NEE | 17 | $482.4K | -8.1% |
| ROK | 15 | $474.6K | -8.1% |
| JPM | 15 | $474.6K | +10.5% |
| JNJ | 15 | $474.6K | -8.7% |
| EMR | 14 | $470.8K | -2.0% |
| UNH | 12 | $463.0K | -4.2% |
| RTX | 12 | $463.0K | +10.2% |
All disclosed trades
| Grade | Side | Traded | Ticker | Amount | Owner | 12m vs SPY | Remit |
|---|---|---|---|---|---|---|---|
| E | SELL | 05 Aug 2026 | CMCSA Comcast Corporation - Class A Comm |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 05 Aug 2026 | DEO Diageo plc Common Stock (DEO) |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 05 Aug 2026 | EL Estee Lauder Companies, Inc. (EL) |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 05 Aug 2026 | KVUE Kenvue Inc. Common Stock (KVUE) |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 05 Aug 2026 | MDLZ Mondelez International, Inc. - Cla |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 05 Aug 2026 | OGN Organon & Co. Common Stock (OGN) |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 05 Aug 2026 | VSNT Versant Media Group, Inc. - Class |
$1,001 - $15,000 | joint | — | — |
| — | BUY | 24 Jul 2026 | None CADDO CNTY OKLA GOVERNMENTAL BLDG |
$50,001 - $100,000 | joint | — | — |
| — | BUY | 24 Jul 2026 | None TULSA CNTY OKLA INDPT SCH DIST NO |
$100,001 - $250,000 | joint | — | — |
| — | BUY | 20 Jul 2026 | None GRAND RIVER DAM AUTH OKLA REV REV |
$15,001 - $50,000 | joint | — | — |
| — | BUY | 20 Jul 2026 | None KINGFISHER CNTY OKLA EDL FACS AUTH |
$100,001 - $250,000 | joint | — | — |
| — | BUY | 17 Jul 2026 | None LAWTON OKLA GO BDS SER. 2019 02.00 |
$15,001 - $50,000 | joint | — | — |
| — | BUY | 17 Jul 2026 | None OKLAHOMA CNTY OKLA FIN AUTH LEASE |
$15,001 - $50,000 | joint | — | — |
| — | BUY | 16 Jul 2026 | None EDMOND OKLA PUB WKS AUTH SALES TAX |
$15,001 - $50,000 | joint | — | — |
| D | SELL | 02 Jul 2026 | XOM Exxon Mobil Corporation Common Sto |
$100,001 - $250,000 | joint | — | — |
| D | SELL | 02 Jul 2026 | XOM Exxon Mobil Corporation Common Sto |
$100,001 - $250,000 | joint | — | — |
| D | SELL | 29 Jun 2026 | HONAV Honeywell Aerospace Inc. - Common |
$15,001 - $50,000 | joint | — | — |
| D | SELL | 08 May 2026 | CTRA Coterra Energy Inc. Common Stock ( |
$15,001 - $50,000 | joint | — | — |
| D | SELL | 08 May 2026 | CTRA Coterra Energy Inc. Common Stock ( |
$15,001 - $50,000 | self | — | — |
| D | SELL | 08 May 2026 | DVN Devon Energy Corporation Common St |
$15,001 - $50,000 | self | — | — |
| D | SELL | 08 May 2026 | DVN Devon Energy Corporation Common St |
$15,001 - $50,000 | joint | — | — |
| — | SELL | 06 May 2026 | None MORGAN STANLEY FIN LLC MTN ZERO CP |
$1,000,001 - $5,000,000 | self | — | — |
| — | SELL | 29 Apr 2026 | None Goldman Sachs MTN 4/29/2030 |
$250,001 - $500,000 | joint | — | — |
| E | SELL | 24 Mar 2026 | EXAS Exact Sciences Corporation - Commo |
$1,001 - $15,000 | dependent child | — | — |
| B | SELL | 20 Mar 2026 | MDT Medtronic plc. Ordinary Shares (MD |
$15,001 - $50,000 | joint | — | yes |
| D | SELL | 20 Mar 2026 | PLD Prologis, Inc. Common Stock (PLD) |
$50,001 - $100,000 | joint | — | — |
| B | SELL | 20 Mar 2026 | TROW T. Rowe Price Group, Inc. - Common |
$15,001 - $50,000 | joint | — | yes |
| C | SELL | 18 Mar 2026 | SMA SmartStop Self Storage REIT, Inc. |
$500,001 - $1,000,000 | joint | — | — |
| D | SELL | 18 Mar 2026 | TXN Texas Instruments Incorporated - C |
$500,001 - $1,000,000 | joint | — | — |
| C | SELL | 17 Mar 2026 | BDX Becton, Dickinson and Company Comm |
$15,001 - $50,000 | joint | — | yes |
| D | SELL | 17 Mar 2026 | MUA Blackrock MuniAssets Fund, Inc Com |
$50,001 - $100,000 | joint | — | — |
| D | SELL | 17 Mar 2026 | CTSH Cognizant Technology Solutions Cor |
$15,001 - $50,000 | joint | — | — |
| E | SELL | 17 Mar 2026 | CMCSA Comcast Corporation - Class A Comm |
$15,001 - $50,000 | joint | — | — |
| B | SELL | 17 Mar 2026 | IVZ Invesco Ltd Common Stock (IVZ) |
$15,001 - $50,000 | joint | — | yes |
| D | SELL | 17 Mar 2026 | KVUE Kenvue Inc. Common Stock (KVUE) |
$15,001 - $50,000 | joint | — | — |
| D | SELL | 16 Mar 2026 | ACN Accenture plc Class A Ordinary Sha |
$250,001 - $500,000 | joint | — | — |
| B | SELL | 16 Mar 2026 | IQV IQVIA Holdings, Inc. Common Stock |
$50,001 - $100,000 | joint | — | yes |
| D | SELL | 16 Mar 2026 | PRGS Progress Software Corporation - Co |
$50,001 - $100,000 | joint | — | — |
| B | SELL | 05 Mar 2026 | ICLR ICON plc - Ordinary Shares (ICLR) |
$100,001 - $250,000 | joint | — | yes |
| B | SELL | 09 Feb 2026 | WAT Waters Corporation Common Stock (W |
$1,001 - $15,000 | joint | — | yes |
| — | BUY | 07 Jan 2026 | None ROYAL BANK OF CANADA 31F DUE 01/10 |
$250,001 - $500,000 | joint | — | — |
| B | SELL | 23 Dec 2025 | UNH UnitedHealth Group Incorporated Co |
$250,001 - $500,000 | joint | — | yes |
| C | SELL | 28 Oct 2025 | BSX Boston Scientific Corporation Comm |
$15,001 - $50,000 | joint | — | yes |
| B | SELL | 28 Oct 2025 | CSX CSX Corporation (CSX) |
$15,001 - $50,000 | self | — | yes |
| E | SELL | 28 Oct 2025 | HD Home Depot, Inc. (HD) |
$1,001 - $15,000 | self | — | — |
| E | SELL | 28 Oct 2025 | MSFT Microsoft Corporation - Common Sto |
$15,001 - $50,000 | joint | — | — |
| E | SELL | 28 Oct 2025 | ORLY O'Reilly Automotive, Inc. - Common |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 28 Oct 2025 | STX Seagate Technology Holdings PLC - |
$15,001 - $50,000 | self | — | — |
| D | SELL | 27 Oct 2025 | ACN Accenture plc Class A Ordinary Sha |
$100,001 - $250,000 | joint | — | — |
| E | SELL | 23 Oct 2025 | MCD McDonald's Corporation Common Stoc |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 23 Oct 2025 | MCD McDonald's Corporation Common Stoc |
$100,001 - $250,000 | joint | — | — |
| — | BUY | 10 Oct 2025 | None RBC 11.25% 30F DUE 10/16/30 |
$500,001 - $1,000,000 | joint | — | — |
| — | BUY | 10 Oct 2025 | None RBC 11.25% 30F DUE 10/16/30 |
$1,000,001 - $5,000,000 | joint | — | — |
| — | SELL | 09 Oct 2025 | None BNP Paribas MTN 4/9/2030 |
$250,001 - $500,000 | joint | — | — |
| — | SELL | 09 Oct 2025 | None BNP Paribas MTN 4/9/2030 |
$1,000,001 - $5,000,000 | joint | — | — |
| — | SELL | 06 Oct 2025 | None Eaton Corporation, PLC Ordinary Sh |
$15,001 - $50,000 | self | — | — |
| C | SELL | 06 Oct 2025 | STX Seagate Technology Holdings PLC - |
$15,001 - $50,000 | self | — | — |
| D | SELL | 26 Sep 2025 | ACN Accenture plc Class A Ordinary Sha |
$15,001 - $50,000 | joint | — | — |
| E | SELL | 26 Sep 2025 | HD Home Depot, Inc. (HD) |
$15,001 - $50,000 | joint | — | — |
| B | SELL | 26 Sep 2025 | MASI Masimo Corporation - Common Stock |
$15,001 - $50,000 | joint | — | yes |
| E | SELL | 26 Sep 2025 | MSFT Microsoft Corporation - Common Sto |
$15,001 - $50,000 | joint | — | — |
| — | BUY | 24 Apr 2025 | None Goldman Sachs MTN 4/29/2030 |
$250,001 - $500,000 | joint | — | — |
| — | BUY | 04 Apr 2025 | None BNP Paribas MTN 4/9/2030 |
$250,001 - $500,000 | joint | — | — |
| — | BUY | 04 Apr 2025 | None BNP Paribas MTN 4/9/2030 |
$1,000,001 - $5,000,000 | joint | — | — |
| — | SELL | 31 Mar 2025 | None MORGAN STANLEY FIN LLC MTN ZERO CP |
$500,001 - $1,000,000 | joint | — | — |
| — | BUY | 29 Jan 2025 | None FT VEST TOTAL RETURN INCOME FUND S |
$100,001 - $250,000 | joint | — | — |
| B | SELL | 31 Dec 2024 | AGCO AGCO Corporation Common Stock (AGC |
$50,001 - $100,000 | joint | — | yes |
| D | SELL | 31 Dec 2024 | DVN Devon Energy Corporation Common St |
$250,001 - $500,000 | joint | — | — |
| B | SELL | 31 Dec 2024 | DXCM DexCom, Inc. - Common Stock (DXCM) |
$50,001 - $100,000 | joint | — | yes |
| E | SELL | 31 Dec 2024 | EL Estee Lauder Companies, Inc. (EL) |
$15,001 - $50,000 | joint | — | — |
| E | SELL | 31 Dec 2024 | INTC Intel Corporation - Common Stock ( |
$50,001 - $100,000 | joint | — | — |
| C | SELL | 31 Dec 2024 | JNJ Johnson & Johnson Common Stock (JN |
$100,001 - $250,000 | joint | — | yes |
| E | BUY | 12 Dec 2024 | HD Home Depot, Inc. (HD) |
$1,001 - $15,000 | joint | -21.9% | — |
| E | BUY | 10 Dec 2024 | XOM Exxon Mobil Corporation Common Sto |
$1,001 - $15,000 | joint | +3.3% | — |
| — | SELL | 03 Dec 2024 | None Citigroup MTN 9/1/2026 |
$500,001 - $1,000,000 | joint | — | — |
| — | SELL | 18 Nov 2024 | None FEDERAL FARM CREDIT BANKS FUNDING |
$100,001 - $250,000 | joint | — | — |
| D | BUY | 29 Oct 2024 | MCD McDonald's Corporation Common Stoc |
$100,001 - $250,000 | joint | -7.6% | — |
| — | SELL | 03 Oct 2024 | None UNITED STATES TREAS BILLS ZERO CPN |
$100,001 - $250,000 | joint | — | — |
| — | SELL | 03 Oct 2024 | None UNITED STATES TREAS BILLS ZERO CPN |
$1,000,001 - $5,000,000 | joint | — | — |
| — | SELL | 23 Sep 2024 | None Citigroup MTN 9/1/2026 |
$250,001 - $500,000 | joint | — | — |
| — | SELL | 26 Jul 2024 | None Barclays Bank Series A MTN 1/22/27 |
$250,001 - $500,000 | joint | — | — |
| — | SELL | 19 Jul 2024 | None Bank of Montreal MTN 4/19/27 |
$250,001 - $500,000 | joint | — | — |
| C | BUY | 08 Jul 2024 | CB Chubb Limited Common Stock (CB) |
$1,001 - $15,000 | joint | -21.0% | yes |
| — | BUY | 08 Jul 2024 | None Inland Real Estate Income Trust |
$1,001 - $15,000 | joint | — | — |
| E | BUY | 28 Jun 2024 | DVN Devon Energy Corporation Common St |
$1,001 - $15,000 | joint | -43.6% | — |
| E | BUY | 28 Jun 2024 | DVN Devon Energy Corporation Common St |
$1,001 - $15,000 | joint | -43.6% | — |
| C | BUY | 28 Jun 2024 | LMT Lockheed Martin Corporation Common |
$1,001 - $15,000 | joint | -7.9% | yes |
| C | BUY | 25 Jun 2024 | UNH UnitedHealth Group Incorporated Co |
$1,001 - $15,000 | joint | -56.5% | yes |
| E | BUY | 24 Jun 2024 | WMB Williams Companies, Inc. (WMB) |
$1,001 - $15,000 | joint | +29.7% | — |
| E | BUY | 21 Jun 2024 | LIN Linde plc - Ordinary Shares (LIN) |
$1,001 - $15,000 | joint | -6.0% | — |
| B | BUY | 20 Jun 2024 | AGCO AGCO Corporation Common Stock (AGC |
$1,001 - $15,000 | joint | -2.4% | yes |
| E | BUY | 17 Jun 2024 | NEE NextEra Energy, Inc. Common Stock |
$1,001 - $15,000 | joint | -4.6% | — |
| E | BUY | 13 Jun 2024 | HD Home Depot, Inc. (HD) |
$1,001 - $15,000 | joint | -10.6% | — |
| E | BUY | 13 Jun 2024 | HD Home Depot, Inc. (HD) |
$1,001 - $15,000 | joint | -10.6% | — |
| C | BUY | 13 Jun 2024 | RTX RTX Corporation Common Stock (RTX) |
$1,001 - $15,000 | joint | +38.2% | yes |
| C | BUY | 10 Jun 2024 | EMR Emerson Electric Company Common St |
$1,001 - $15,000 | joint | +9.3% | yes |
| E | BUY | 10 Jun 2024 | XOM Exxon Mobil Corporation Common Sto |
$1,001 - $15,000 | joint | -10.7% | — |
| E | BUY | 10 Jun 2024 | XOM Exxon Mobil Corporation Common Sto |
$1,001 - $15,000 | joint | -10.7% | — |
| C | BUY | 10 Jun 2024 | ROK Rockwell Automation, Inc. Common S |
$1,001 - $15,000 | joint | +12.7% | yes |
| C | BUY | 04 Jun 2024 | JNJ Johnson & Johnson Common Stock (JN |
$1,001 - $15,000 | joint | +1.4% | yes |
| E | BUY | 21 May 2024 | TXN Texas Instruments Incorporated - C |
$1,001 - $15,000 | joint | -7.3% | — |
| E | BUY | 21 May 2024 | TXN Texas Instruments Incorporated - C |
$1,001 - $15,000 | joint | -7.3% | — |
| E | BUY | 17 May 2024 | ACN Accenture plc Class A Ordinary Sha |
$1,001 - $15,000 | joint | -0.9% | — |
| — | SELL | 16 May 2024 | None US Treas Bills 05/16/2024 |
$500,001 - $1,000,000 | joint | — | — |
| E | BUY | 15 May 2024 | MMC Marsh & McLennan Companies, Inc. C |
$1,001 - $15,000 | joint | — | — |
| E | BUY | 15 May 2024 | OKE ONEOK, Inc. Common Stock (OKE) |
$1,001 - $15,000 | joint | -6.2% | — |
| E | BUY | 15 May 2024 | OKE ONEOK, Inc. Common Stock (OKE) |
$1,001 - $15,000 | joint | -6.2% | — |
| D | SELL | 03 May 2024 | XOM Exxon Mobil Corporation Common Sto |
$100,001 - $250,000 | joint | — | — |
| D | SELL | 03 May 2024 | PXD Pioneer Natural Resources Company |
$100,001 - $250,000 | joint | — | — |
| C | BUY | 30 Apr 2024 | JPM JP Morgan Chase & Co. Common Stock |
$1,001 - $15,000 | joint | +21.6% | yes |
| — | BUY | 24 Apr 2024 | None TORONTO DOMINION BANK SER E NOTE 0 |
$250,001 - $500,000 | joint | — | — |
| — | BUY | 08 Apr 2024 | None Inland Real Estate Income Trust |
$1,001 - $15,000 | joint | — | — |
| C | BUY | 29 Mar 2024 | LMT Lockheed Martin Corporation Common |
$1,001 - $15,000 | joint | -0.7% | yes |
| D | BUY | 28 Mar 2024 | DVN Devon Energy Corporation Common St |
$15,001 - $50,000 | joint | -50.8% | — |
| E | BUY | 28 Mar 2024 | DVN Devon Energy Corporation Common St |
$1,001 - $15,000 | joint | -50.8% | — |
| E | BUY | 28 Mar 2024 | LIN Linde plc - Ordinary Shares (LIN) |
$1,001 - $15,000 | joint | -4.2% | — |
| E | BUY | 25 Mar 2024 | WMB Williams Companies, Inc. (WMB) |
$1,001 - $15,000 | joint | +52.8% | — |
| E | BUY | 22 Mar 2024 | PXD Pioneer Natural Resources Company |
$1,001 - $15,000 | joint | — | — |
| E | BUY | 21 Mar 2024 | HD Home Depot, Inc. (HD) |
$1,001 - $15,000 | joint | -0.8% | — |
| E | BUY | 21 Mar 2024 | HD Home Depot, Inc. (HD) |
$1,001 - $15,000 | joint | -0.8% | — |
| C | BUY | 21 Mar 2024 | RTX RTX Corporation Common Stock (RTX) |
$1,001 - $15,000 | joint | +23.7% | yes |
| C | BUY | 19 Mar 2024 | UNH UnitedHealth Group Incorporated Co |
$1,001 - $15,000 | joint | +28.5% | yes |
| E | BUY | 15 Mar 2024 | NEE NextEra Energy, Inc. Common Stock |
$1,001 - $15,000 | joint | +3.8% | — |
| C | BUY | 11 Mar 2024 | EMR Emerson Electric Company Common St |
$1,001 - $15,000 | joint | -16.2% | yes |
| E | BUY | 11 Mar 2024 | XOM Exxon Mobil Corporation Common Sto |
$1,001 - $15,000 | joint | -17.7% | — |
| C | BUY | 11 Mar 2024 | ROK Rockwell Automation, Inc. Common S |
$1,001 - $15,000 | joint | -23.5% | yes |
| C | BUY | 05 Mar 2024 | JNJ Johnson & Johnson Common Stock (JN |
$1,001 - $15,000 | joint | +1.2% | yes |
| — | SELL | 23 Feb 2024 | None CITIGROUP GLOBAL MKTS HLDGS IN SER |
$250,001 - $500,000 | joint | — | — |
| E | BUY | 20 Feb 2024 | ACN Accenture plc Class A Ordinary Sha |
$1,001 - $15,000 | joint | -23.1% | — |
| E | BUY | 15 Feb 2024 | MMC Marsh & McLennan Companies, Inc. C |
$1,001 - $15,000 | joint | — | — |
| E | BUY | 14 Feb 2024 | OKE ONEOK, Inc. Common Stock (OKE) |
$1,001 - $15,000 | joint | +17.3% | — |
| E | BUY | 14 Feb 2024 | OKE ONEOK, Inc. Common Stock (OKE) |
$1,001 - $15,000 | joint | +17.3% | — |
| E | BUY | 13 Feb 2024 | TXN Texas Instruments Incorporated - C |
$1,001 - $15,000 | joint | -5.4% | — |
| E | BUY | 13 Feb 2024 | TXN Texas Instruments Incorporated - C |
$1,001 - $15,000 | joint | -5.4% | — |
| C | BUY | 31 Jan 2024 | JPM JP Morgan Chase & Co. Common Stock |
$1,001 - $15,000 | joint | +38.6% | yes |
| E | BUY | 12 Jan 2024 | COST Costco Wholesale Corporation - Com |
$1,001 - $15,000 | joint | +24.7% | — |
| — | BUY | 05 Jan 2024 | None Inland Real Estate Income Trust |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 02 Jan 2024 | EXAS Exact Sciences Corporation - Commo |
$1,001 - $15,000 | dependent child | — | — |
| D | SELL | 02 Jan 2024 | VUZI Vuzix Corporation (VUZI) |
$1,001 - $15,000 | dependent child | — | — |
| D | BUY | 29 Dec 2023 | DVN Devon Energy Corporation (DVN) |
$15,001 - $50,000 | joint | -32.8% | — |
| E | BUY | 29 Dec 2023 | DVN Devon Energy Corporation (DVN) |
$1,001 - $15,000 | joint | -32.8% | — |
| C | BUY | 29 Dec 2023 | LMT Lockheed Martin Corporation (LMT) |
$1,001 - $15,000 | joint | -19.8% | yes |
| E | BUY | 26 Dec 2023 | WMB Williams Companies, Inc. (WMB) |
$1,001 - $15,000 | joint | +47.7% | — |
| E | BUY | 22 Dec 2023 | PXD Pioneer Natural Resources Company |
$1,001 - $15,000 | joint | — | — |
| E | BUY | 18 Dec 2023 | LIN Linde plc - Ordinary Shares (LIN) |
$1,001 - $15,000 | joint | -20.0% | — |
| E | BUY | 15 Dec 2023 | NEE NextEra Energy, Inc. (NEE) |
$1,001 - $15,000 | joint | -8.8% | — |
| E | BUY | 14 Dec 2023 | HD Home Depot, Inc. (HD) |
$1,001 - $15,000 | joint | -10.1% | — |
| E | BUY | 14 Dec 2023 | HD Home Depot, Inc. (HD) |
$1,001 - $15,000 | joint | -10.1% | — |
| C | BUY | 14 Dec 2023 | RTX RTX Corporation (RTX) |
$1,001 - $15,000 | joint | +15.2% | yes |
| C | BUY | 12 Dec 2023 | UNH UnitedHealth Group Incorporated Co |
$1,001 - $15,000 | joint | -20.9% | yes |
| C | BUY | 11 Dec 2023 | EMR Emerson Electric Company (EMR) |
$1,001 - $15,000 | joint | +4.0% | yes |
| E | BUY | 11 Dec 2023 | XOM Exxon Mobil Corporation (XOM) |
$1,001 - $15,000 | joint | -10.8% | — |
| C | BUY | 11 Dec 2023 | ROK Rockwell Automation, Inc. (ROK) |
$1,001 - $15,000 | joint | -33.5% | yes |
| D | SELL | 08 Dec 2023 | CCLD CareCloud, Inc. (CCLD) |
$1,001 - $15,000 | dependent child | — | — |
| C | BUY | 05 Dec 2023 | JNJ Johnson & Johnson (JNJ) |
$1,001 - $15,000 | joint | -33.8% | yes |
| — | SELL | 30 Nov 2023 | None UNITED STATES TREAS BILLS ZERO CPN |
$500,001 - $1,000,000 | joint | — | — |
| E | BUY | 15 Nov 2023 | ACN Accenture plc Class A Ordinary Sha |
$1,001 - $15,000 | joint | -24.7% | — |
| E | BUY | 15 Nov 2023 | MMC Marsh & McLennan Companies, Inc. ( |
$1,001 - $15,000 | joint | — | — |
| E | BUY | 14 Nov 2023 | OKE ONEOK, Inc. (OKE) |
$1,001 - $15,000 | joint | +34.7% | — |
| E | BUY | 14 Nov 2023 | OKE ONEOK, Inc. (OKE) |
$1,001 - $15,000 | joint | +34.7% | — |
| E | BUY | 14 Nov 2023 | TXN Texas Instruments Incorporated (TX |
$1,001 - $15,000 | joint | -8.4% | — |
| E | BUY | 14 Nov 2023 | TXN Texas Instruments Incorporated (TX |
$1,001 - $15,000 | joint | -8.4% | — |
| — | SELL | 06 Nov 2023 | None FEDL HOME LN MTG CRP 11/6/2023 |
$100,001 - $250,000 | joint | — | — |
| C | BUY | 31 Oct 2023 | JPM JP Morgan Chase & Co. (JPM) |
$1,001 - $15,000 | joint | +30.9% | yes |
| C | SELL | 11 Oct 2023 | CMP Compass Minerals Intl Inc (CMP) |
$1,001 - $15,000 | self | — | — |
| — | BUY | 11 Oct 2023 | None UNITED STATES TREAS BILLS ZERO CPN |
$500,001 - $1,000,000 | joint | — | — |
| — | BUY | 11 Oct 2023 | None UNITED STATES TREAS BILLS ZERO CPN |
$50,001 - $100,000 | joint | — | — |
| D | SELL | 11 Oct 2023 | VOD Vodafone Group Plc - American Depo |
$1,001 - $15,000 | self | — | — |
| — | BUY | 06 Oct 2023 | None Inland Real Estate Income Trust |
$1,001 - $15,000 | joint | — | — |
| E | BUY | 29 Sep 2023 | DVN Devon Energy Corporation (DVN) |
$1,001 - $15,000 | joint | -47.0% | — |
| D | BUY | 29 Sep 2023 | DVN Devon Energy Corporation (DVN) |
$15,001 - $50,000 | joint | -47.0% | — |
| D | SELL | 26 Sep 2023 | MMP Magellan Midstream Partners L.P. L |
$500,001 - $1,000,000 | joint | — | — |
| D | SELL | 26 Sep 2023 | MMP Magellan Midstream Partners L.P. L |
$50,001 - $100,000 | joint | — | — |
| E | BUY | 25 Sep 2023 | MMP Magellan Midstream Partners L.P. L |
$1,001 - $15,000 | joint | — | — |
| E | BUY | 25 Sep 2023 | WMB Williams Companies, Inc. (WMB) |
$1,001 - $15,000 | joint | +15.3% | — |
| E | BUY | 21 Sep 2023 | PXD Pioneer Natural Resources Company |
$1,001 - $15,000 | joint | — | — |
| E | BUY | 19 Sep 2023 | LIN Linde plc Ordinary Shares (LIN) |
$1,001 - $15,000 | joint | -6.9% | — |
| C | BUY | 19 Sep 2023 | UNH UnitedHealth Group Incorporated Co |
$1,001 - $15,000 | joint | -31.5% | yes |
| E | BUY | 15 Sep 2023 | NEE NextEra Energy, Inc. (NEE) |
$1,001 - $15,000 | joint | +21.1% | — |
| E | BUY | 14 Sep 2023 | HD Home Depot, Inc. (HD) |
$1,001 - $15,000 | joint | +9.4% | — |
| E | BUY | 14 Sep 2023 | HD Home Depot, Inc. (HD) |
$1,001 - $15,000 | joint | +9.4% | — |
| C | BUY | 11 Sep 2023 | EMR Emerson Electric Company (EMR) |
$1,001 - $15,000 | joint | -19.5% | yes |
| E | BUY | 11 Sep 2023 | XOM Exxon Mobil Corporation (XOM) |
$1,001 - $15,000 | joint | -22.7% | — |
| C | BUY | 11 Sep 2023 | ROK Rockwell Automation, Inc. (ROK) |
$1,001 - $15,000 | joint | -40.4% | yes |
| C | BUY | 07 Sep 2023 | JNJ Johnson & Johnson (JNJ) |
$1,001 - $15,000 | joint | -28.2% | yes |
| C | BUY | 07 Sep 2023 | RTX RTX Corporation (RTX) |
$1,001 - $15,000 | joint | +38.7% | yes |
| — | SELL | 31 Aug 2023 | None US TREAS BILLS 08/31/2023 |
$500,001 - $1,000,000 | joint | — | — |
| — | BUY | 17 Aug 2023 | None CITIGROUP GLOBAL MKTS HLDGS IN SER |
$500,001 - $1,000,000 | joint | — | — |
| E | BUY | 15 Aug 2023 | ACN Accenture plc Class A Ordinary Sha |
$1,001 - $15,000 | joint | -18.4% | — |
| E | BUY | 15 Aug 2023 | MMC Marsh & McLennan Companies, Inc. ( |
$1,001 - $15,000 | joint | — | — |
| E | BUY | 15 Aug 2023 | TXN Texas Instruments Incorporated (TX |
$1,001 - $15,000 | joint | +0.2% | — |
| E | BUY | 14 Aug 2023 | MMP Magellan Midstream Partners L.P. L |
$1,001 - $15,000 | joint | — | — |
| E | BUY | 14 Aug 2023 | OKE ONEOK, Inc. (OKE) |
$1,001 - $15,000 | joint | +25.3% | — |
| C | BUY | 31 Jul 2023 | JPM JP Morgan Chase & Co. (JPM) |
$1,001 - $15,000 | joint | +18.0% | yes |
| — | SELL | 28 Jul 2023 | None CITIGROUP GLOBAL MKTS HLDGS IN SER |
$250,001 - $500,000 | joint | — | — |
| — | SELL | 20 Jul 2023 | None UNITED STATES TREAS BILLS ZERO CPN |
$100,001 - $250,000 | joint | — | — |
| — | BUY | 17 Jul 2023 | None FS Energy & Power Fund Common |
$1,001 - $15,000 | joint | — | — |
| — | BUY | 13 Jul 2023 | None Inland Real Estate Income Trust |
$1,001 - $15,000 | joint | — | — |
| D | BUY | 30 Jun 2023 | DVN Devon Energy Corporation (DVN) |
$15,001 - $50,000 | joint | -31.6% | — |
| E | BUY | 30 Jun 2023 | DVN Devon Energy Corporation (DVN) |
$1,001 - $15,000 | joint | -31.6% | — |
| C | BUY | 27 Jun 2023 | UNH UnitedHealth Group Incorporated Co |
$1,001 - $15,000 | joint | -11.8% | yes |
| E | BUY | 26 Jun 2023 | WMB Williams Companies, Inc. (WMB) |
$1,001 - $15,000 | joint | +5.8% | — |
| C | BUY | 23 Jun 2023 | LMT Lockheed Martin Corporation (LMT) |
$1,001 - $15,000 | joint | -23.3% | yes |
| E | BUY | 21 Jun 2023 | PXD Pioneer Natural Resources Company |
$1,001 - $15,000 | joint | — | — |
| D | BUY | 20 Jun 2023 | ARGO Argo Group International Holdings, |
$1,001 - $15,000 | joint | — | — |
| E | BUY | 16 Jun 2023 | LIN Linde plc Ordinary Shares (LIN) |
$1,001 - $15,000 | joint | -8.1% | — |
| E | BUY | 15 Jun 2023 | HD Home Depot, Inc. (HD) |
$1,001 - $15,000 | joint | -10.7% | — |
| E | BUY | 15 Jun 2023 | HD Home Depot, Inc. (HD) |
$1,001 - $15,000 | joint | -10.7% | — |
| E | BUY | 15 Jun 2023 | NEE NextEra Energy, Inc. (NEE) |
$1,001 - $15,000 | joint | -20.2% | — |
| C | BUY | 15 Jun 2023 | RTX Raytheon Technologies Corporation |
$1,001 - $15,000 | joint | -19.1% | yes |
| C | BUY | 12 Jun 2023 | ROK Rockwell Automation, Inc. (ROK) |
$1,001 - $15,000 | joint | -42.0% | yes |
| C | BUY | 09 Jun 2023 | EMR Emerson Electric Company (EMR) |
$1,001 - $15,000 | joint | +0.0% | yes |
| E | BUY | 09 Jun 2023 | XOM Exxon Mobil Corporation (XOM) |
$1,001 - $15,000 | joint | -16.1% | — |
| C | BUY | 06 Jun 2023 | JNJ Johnson & Johnson (JNJ) |
$1,001 - $15,000 | joint | -28.9% | yes |
| — | BUY | 01 Jun 2023 | None United States T-Bill 5/16/2024 |
$500,001 - $1,000,000 | joint | — | — |
| — | SELL | 01 Jun 2023 | None United States T-Bill 6/1/2023 |
$500,001 - $1,000,000 | joint | — | — |
| E | BUY | 17 May 2023 | ACN Accenture plc Class A Ordinary Sha |
$1,001 - $15,000 | joint | -35.2% | — |
| E | BUY | 16 May 2023 | TXN Texas Instruments Incorporated (TX |
$1,001 - $15,000 | joint | -10.8% | — |
| E | BUY | 15 May 2023 | MMP Magellan Midstream Partners L.P. L |
$1,001 - $15,000 | joint | — | — |
| E | BUY | 15 May 2023 | OKE ONEOK, Inc. (OKE) |
$1,001 - $15,000 | joint | +11.3% | — |
| E | BUY | 11 May 2023 | ABB ABB Ltd (ABB) |
$1,001 - $15,000 | joint | — | — |
| C | BUY | 28 Apr 2023 | JPM JP Morgan Chase & Co. (JPM) |
$1,001 - $15,000 | joint | +21.3% | yes |
| — | BUY | 13 Apr 2023 | None FS Energy & Power Fund Common |
$1,001 - $15,000 | joint | — | — |
| B | SELL | 06 Apr 2023 | AHCO AdaptHealth Corp. (AHCO) |
$1,001 - $15,000 | dependent child | — | yes |
| B | SELL | 06 Apr 2023 | AHCO AdaptHealth Corp. (AHCO) |
$1,001 - $15,000 | dependent child | — | yes |
| — | BUY | 06 Apr 2023 | None Inland Real Estate Income Trust |
$1,001 - $15,000 | joint | — | — |
| E | BUY | 31 Mar 2023 | DVN Devon Energy Corporation (DVN) |
$1,001 - $15,000 | joint | -20.4% | — |
| D | BUY | 31 Mar 2023 | DVN Devon Energy Corporation (DVN) |
$15,001 - $50,000 | joint | -20.4% | — |
| E | BUY | 28 Mar 2023 | LIN Linde plc Ordinary Shares (LIN) |
$1,001 - $15,000 | joint | -0.1% | — |
| E | BUY | 27 Mar 2023 | WMB Williams Companies, Inc. (WMB) |
$1,001 - $15,000 | joint | +9.3% | — |
| C | BUY | 24 Mar 2023 | LMT Lockheed Martin Corporation (LMT) |
$1,001 - $15,000 | joint | -33.6% | yes |
| E | BUY | 23 Mar 2023 | HD Home Depot, Inc. (HD) |
$1,001 - $15,000 | joint | -4.2% | — |
| E | BUY | 23 Mar 2023 | HD Home Depot, Inc. (HD) |
$1,001 - $15,000 | joint | -4.2% | — |
| C | BUY | 23 Mar 2023 | RTX Raytheon Technologies Corporation |
$1,001 - $15,000 | joint | -22.7% | yes |
| — | SELL | 21 Mar 2023 | None UNITED STATES TREAS BILLS 3/21/202 |
$1,000,001 - $5,000,000 | joint | — | — |
| C | BUY | 21 Mar 2023 | UNH UnitedHealth Group Incorporated Co |
$1,001 - $15,000 | joint | -38.6% | yes |
| E | BUY | 17 Mar 2023 | PXD Pioneer Natural Resources Company |
$1,001 - $15,000 | joint | — | — |
| E | BUY | 15 Mar 2023 | NEE NextEra Energy, Inc. (NEE) |
$1,001 - $15,000 | joint | -42.9% | — |
| C | BUY | 10 Mar 2023 | EMR Emerson Electric Company (EMR) |
$1,001 - $15,000 | joint | +10.2% | yes |
| C | BUY | 10 Mar 2023 | ROK Rockwell Automation, Inc. (ROK) |
$1,001 - $15,000 | joint | -23.1% | yes |
| C | BUY | 07 Mar 2023 | JNJ Johnson & Johnson (JNJ) |
$1,001 - $15,000 | joint | -33.0% | yes |
| — | BUY | 03 Mar 2023 | None US TREAS BILLS 06/01/2023 |
$250,001 - $500,000 | joint | — | — |
| — | BUY | 03 Mar 2023 | None US TREAS BILLS 08/31/2023 |
$250,001 - $500,000 | joint | — | — |
| — | BUY | 03 Mar 2023 | None US TREAS BILLS 11/30/2023 |
$250,001 - $500,000 | joint | — | — |
| E | BUY | 01 Mar 2023 | INTC Intel Corporation (INTC) |
$1,001 - $15,000 | joint | -11.6% | — |
| — | BUY | 22 Feb 2023 | None UNITED STATES TREAS BILLS 3/21/202 |
$1,000,001 - $5,000,000 | joint | — | — |
| E | BUY | 15 Feb 2023 | ACN Accenture plc Class A Ordinary Sha |
$1,001 - $15,000 | joint | +21.1% | — |
| E | BUY | 14 Feb 2023 | MMP Magellan Midstream Partners L.P. L |
$1,001 - $15,000 | joint | — | — |
| E | BUY | 14 Feb 2023 | OKE ONEOK, Inc. (OKE) |
$1,001 - $15,000 | joint | +2.1% | — |
| E | BUY | 14 Feb 2023 | TXN Texas Instruments Incorporated (TX |
$1,001 - $15,000 | joint | -31.6% | — |
| D | SELL | 01 Feb 2023 | PXD Pioneer Natural Resources Company |
$1,000,001 - $5,000,000 | joint | — | — |
| E | SELL | 31 Jan 2023 | ACN Accenture plc Class A Ordinary Sha |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 31 Jan 2023 | ADBE Adobe Inc. (ADBE) |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 31 Jan 2023 | AMZN Amazon.com, Inc. (AMZN) |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 31 Jan 2023 | AMT American Tower Corporation (AMT) |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 31 Jan 2023 | BLK BlackRock, Inc. (BLK) |
$1,001 - $15,000 | joint | — | yes |
| D | SELL | 31 Jan 2023 | BA Boeing Company (BA) |
$1,001 - $15,000 | joint | — | yes |
| D | SELL | 31 Jan 2023 | CB Chubb Limited (CB) |
$1,001 - $15,000 | joint | — | yes |
| E | SELL | 31 Jan 2023 | KO Coca-Cola Company (KO) |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 31 Jan 2023 | CMCSA Comcast Corporation - Class A (CMC |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 31 Jan 2023 | COST Costco Wholesale Corporation (COST |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 31 Jan 2023 | DHR Danaher Corporation (DHR) |
$1,001 - $15,000 | joint | — | yes |
| E | SELL | 31 Jan 2023 | DG Dollar General Corporation (DG) |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 31 Jan 2023 | ECL Ecolab Inc. (ECL) |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 31 Jan 2023 | EXAS Exact Sciences Corporation (EXAS) |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 31 Jan 2023 | HD Home Depot, Inc. (HD) |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 31 Jan 2023 | HON Honeywell International Inc. (HON) |
$1,001 - $15,000 | joint | — | yes |
| D | SELL | 31 Jan 2023 | ICLR ICON plc - Ordinary Shares (ICLR) |
$1,001 - $15,000 | joint | — | yes |
| E | SELL | 31 Jan 2023 | INTC Intel Corporation (INTC) |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 31 Jan 2023 | ICE Intercontinental Exchange Inc. (IC |
$1,001 - $15,000 | joint | — | yes |
| D | SELL | 31 Jan 2023 | JNJ Johnson & Johnson (JNJ) |
$1,001 - $15,000 | joint | — | yes |
| D | SELL | 31 Jan 2023 | JPM JP Morgan Chase & Co. (JPM) |
$1,001 - $15,000 | joint | — | yes |
| D | BUY | 31 Jan 2023 | JPM JP Morgan Chase & Co. (JPM) |
$1,001 - $15,000 | joint | +6.4% | yes |
| E | SELL | 31 Jan 2023 | LIN Linde plc Ordinary Share (LIN) |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 31 Jan 2023 | LMT Lockheed Martin Corporation (LMT) |
$1,001 - $15,000 | joint | — | yes |
| E | SELL | 31 Jan 2023 | LOW Lowe's Companies, Inc. (LOW) |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 31 Jan 2023 | MDT Medtronic plc. Ordinary Shares (MD |
$1,001 - $15,000 | joint | — | yes |
| E | SELL | 31 Jan 2023 | MSFT Microsoft Corporation (MSFT) |
$15,001 - $50,000 | joint | — | — |
| E | SELL | 31 Jan 2023 | MDLZ Mondelez International, Inc. - Cla |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 31 Jan 2023 | NEE NextEra Energy, Inc. (NEE) |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 31 Jan 2023 | NVS Novartis AG (NVS) |
$1,001 - $15,000 | joint | — | yes |
| E | SELL | 31 Jan 2023 | ORLY O'Reilly Automotive, Inc. (ORLY) |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 31 Jan 2023 | PH Parker-Hannifin Corporation (PH) |
$1,001 - $15,000 | joint | — | yes |
| E | SELL | 31 Jan 2023 | PSX Phillips 66 (PSX) |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 31 Jan 2023 | PG Procter & Gamble Company (PG) |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 31 Jan 2023 | RTX Raytheon Technologies Corporation |
$1,001 - $15,000 | joint | — | yes |
| D | SELL | 31 Jan 2023 | RSG Republic Services, Inc. (RSG) |
$1,001 - $15,000 | joint | — | yes |
| D | SELL | 31 Jan 2023 | ROK Rockwell Automation, Inc. (ROK) |
$1,001 - $15,000 | joint | — | yes |
| E | SELL | 31 Jan 2023 | CRM Salesforce, Inc. (CRM) |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 31 Jan 2023 | TXN Texas Instruments Incorporated (TX |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 31 Jan 2023 | TMO Thermo Fisher Scientific Inc (TMO) |
$1,001 - $15,000 | joint | — | yes |
| E | SELL | 31 Jan 2023 | TJX TJX Companies, Inc. (TJX) |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 31 Jan 2023 | V Visa Inc. (V) |
$1,001 - $15,000 | joint | — | yes |
| — | BUY | 30 Jan 2023 | None FEDERAL FARM CREDIT 11/18/2024 |
$100,001 - $250,000 | joint | — | — |
| — | BUY | 30 Jan 2023 | None FEDL HOME LN MTG CRP 11/6/2023 |
$100,001 - $250,000 | joint | — | — |
| — | BUY | 30 Jan 2023 | None UNITED STATES TREAS BILLS 7/20/202 |
$50,001 - $100,000 | joint | — | — |
| — | BUY | 17 Jan 2023 | None FS Energy & Power Fund Common |
$1,001 - $15,000 | joint | — | — |
| — | BUY | 09 Jan 2023 | None Inland Real Estate Income Trust |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 04 Jan 2023 | MSFT Microsoft Corporation (MSFT) |
$1,000,001 - $5,000,000 | joint | — | — |
| E | BUY | 30 Dec 2022 | DVN Devon Energy Corporation (DVN) |
$1,001 - $15,000 | joint | -51.9% | — |
| D | BUY | 30 Dec 2022 | DVN Devon Energy Corporation (DVN) |
$15,001 - $50,000 | joint | -51.9% | — |
| C | BUY | 30 Dec 2022 | LMT Lockheed Martin Corporation (LMT) |
$1,001 - $15,000 | joint | -16.2% | yes |
| E | BUY | 26 Dec 2022 | WMB Williams Companies, Inc. (WMB) |
$1,001 - $15,000 | joint | -11.4% | — |
| E | SELL | 19 Dec 2022 | ADBE Adobe Inc. (ADBE) |
$250,001 - $500,000 | joint | — | — |
| B | SELL | 19 Dec 2022 | ARCB ArcBest Corporation (ARCB) |
$50,001 - $100,000 | joint | — | yes |
| E | SELL | 19 Dec 2022 | BLL Ball Corporation (BLL) |
$50,001 - $100,000 | joint | — | — |
| D | SELL | 19 Dec 2022 | CCLD CareCloud, Inc. (CCLD) |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 19 Dec 2022 | ECL Ecolab Inc. (ECL) |
$15,001 - $50,000 | joint | — | — |
| E | SELL | 19 Dec 2022 | EXAS Exact Sciences Corporation (EXAS) |
$50,001 - $100,000 | joint | — | — |
| E | SELL | 19 Dec 2022 | HLT Hilton Worldwide Holdings Inc. (HL |
$50,001 - $100,000 | joint | — | — |
| C | SELL | 19 Dec 2022 | MASI Masimo Corporation (MASI) |
$50,001 - $100,000 | joint | — | yes |
| D | SELL | 19 Dec 2022 | WYNN Wynn Resorts, Limited (WYNN) |
$15,001 - $50,000 | joint | — | — |
| E | BUY | 15 Dec 2022 | HD Home Depot, Inc. (HD) |
$1,001 - $15,000 | joint | -9.6% | — |
| E | BUY | 15 Dec 2022 | NEE NextEra Energy, Inc. (NEE) |
$1,001 - $15,000 | joint | -50.0% | — |
| E | BUY | 15 Dec 2022 | PXD Pioneer Natural Resources Company |
$1,001 - $15,000 | joint | — | — |
| E | BUY | 15 Dec 2022 | PXD Pioneer Natural Resources Company |
$15,001 - $50,000 | joint | — | — |
| D | BUY | 15 Dec 2022 | RTN Raytheon Company (RTN) |
$1,001 - $15,000 | joint | — | — |
| C | BUY | 13 Dec 2022 | UNH UnitedHealth Group Incorporated Co |
$1,001 - $15,000 | joint | -11.8% | yes |
| C | BUY | 12 Dec 2022 | ROK Rockwell Automation, Inc. (ROK) |
$1,001 - $15,000 | joint | -14.6% | yes |
| C | BUY | 09 Dec 2022 | EMR Emerson Electric Company (EMR) |
$1,001 - $15,000 | joint | -21.2% | yes |
| E | BUY | 09 Dec 2022 | XOM Exxon Mobil Corporation (XOM) |
$1,001 - $15,000 | joint | -31.9% | — |
| E | BUY | 08 Dec 2022 | MSFT Microsoft Corporation (MSFT) |
$1,001 - $15,000 | joint | +44.8% | — |
| C | BUY | 06 Dec 2022 | JNJ Johnson & Johnson (JNJ) |
$1,001 - $15,000 | joint | -25.3% | yes |
| E | BUY | 01 Dec 2022 | INTC Intel Corporation (INTC) |
$1,001 - $15,000 | joint | +35.9% | — |
| C | SELL | 21 Nov 2022 | AMP Ameriprise Financial, Inc. (AMP) |
$1,001 - $15,000 | joint | — | yes |
| C | SELL | 21 Nov 2022 | CR Crane Holdings, Co. (CR) |
$1,001 - $15,000 | joint | — | yes |
| E | SELL | 21 Nov 2022 | MMC Marsh & McLennan Companies, Inc. ( |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 21 Nov 2022 | SHW Sherwin-Williams Company (SHW) |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 21 Nov 2022 | VFC V.F. Corporation (VFC) |
$1,001 - $15,000 | joint | — | — |
| E | BUY | 15 Nov 2022 | ACN Accenture plc Class A Ordinary Sha |
$1,001 - $15,000 | joint | +0.0% | — |
| E | BUY | 15 Nov 2022 | TXN Texas Instruments Incorporated (TX |
$1,001 - $15,000 | joint | -26.3% | — |
| E | BUY | 14 Nov 2022 | MMP Magellan Midstream Partners L.P. L |
$1,001 - $15,000 | joint | — | — |
| E | BUY | 14 Nov 2022 | OKE ONEOK, Inc. (OKE) |
$1,001 - $15,000 | joint | -4.9% | — |
| C | BUY | 31 Oct 2022 | JPM JP Morgan Chase & Co. (JPM) |
$1,001 - $15,000 | joint | -1.6% | yes |
| — | BUY | 19 Oct 2022 | None FS Energy & Power Fund Common |
$1,001 - $15,000 | joint | — | — |
| — | BUY | 07 Oct 2022 | None Inland Real Estate Income Trust |
$1,001 - $15,000 | joint | — | — |
| E | BUY | 06 Oct 2022 | JEPI JPMorgan Equity Premium Income ETF |
$1,001 - $15,000 | joint | -8.4% | — |
| E | BUY | 30 Sep 2022 | DVN Devon Energy Corporation (DVN) |
$1,001 - $15,000 | joint | -51.2% | — |
| D | BUY | 30 Sep 2022 | DVN Devon Energy Corporation (DVN) |
$15,001 - $50,000 | joint | -51.2% | — |
| E | BUY | 30 Sep 2022 | DGRO iShares Core Dividend Growth ETF ( |
$1,001 - $15,000 | joint | -9.7% | — |
| E | BUY | 30 Sep 2022 | DGRO iShares Core Dividend Growth ETF ( |
$1,001 - $15,000 | joint | -9.7% | — |
| E | BUY | 26 Sep 2022 | WMB Williams Companies, Inc. (WMB) |
$1,001 - $15,000 | joint | +1.8% | — |
| C | BUY | 20 Sep 2022 | UNH UnitedHealth Group Incorporated Co |
$1,001 - $15,000 | joint | -16.7% | yes |
| D | BUY | 16 Sep 2022 | PXD Pioneer Natural Resources Company |
$15,001 - $50,000 | joint | — | — |
| E | BUY | 16 Sep 2022 | PXD Pioneer Natural Resources Company |
$1,001 - $15,000 | joint | — | — |
| E | BUY | 15 Sep 2022 | HD Home Depot, Inc. (HD) |
$1,001 - $15,000 | joint | -14.8% | — |
| E | BUY | 15 Sep 2022 | NEE NextEra Energy, Inc. (NEE) |
$1,001 - $15,000 | joint | -51.7% | — |
| C | BUY | 12 Sep 2022 | ROK Rockwell Automation, Inc. (ROK) |
$1,001 - $15,000 | joint | +12.7% | yes |
| C | BUY | 09 Sep 2022 | EMR Emerson Electric Company (EMR) |
$1,001 - $15,000 | joint | +3.7% | yes |
| E | BUY | 09 Sep 2022 | XOM Exxon Mobil Corporation (XOM) |
$1,001 - $15,000 | joint | -10.6% | — |
| E | BUY | 07 Sep 2022 | JEPI JPMorgan Equity Premium Income ETF |
$1,001 - $15,000 | joint | -7.9% | — |
| D | BUY | 25 Aug 2022 | ASML ASML Holding N.V. - New York Regis |
$50,001 - $100,000 | joint | +13.2% | — |
| D | BUY | 25 Aug 2022 | PTC PTC Inc. (PTC) |
$15,001 - $50,000 | joint | +6.8% | — |
| D | BUY | 18 Aug 2022 | CDNS Cadence Design Systems, Inc. (CDNS |
$15,001 - $50,000 | joint | +27.3% | — |
| D | BUY | 17 Aug 2022 | CTRA Coterra Energy Inc. (CTRA) |
$15,001 - $50,000 | joint | — | — |
| E | BUY | 16 Aug 2022 | TXN Texas Instruments Incorporated (TX |
$1,001 - $15,000 | joint | -14.5% | — |
| E | BUY | 15 Aug 2022 | ACN Accenture plc Class A Ordinary Sha |
$1,001 - $15,000 | joint | -0.9% | — |
| E | BUY | 15 Aug 2022 | OKE ONEOK, Inc. (OKE) |
$1,001 - $15,000 | joint | -1.9% | — |
| E | BUY | 12 Aug 2022 | MMP Magellan Midstream Partners L.P. L |
$1,001 - $15,000 | joint | — | — |
| C | BUY | 31 Jul 2022 | JPM JP Morgan Chase & Co. (JPM) |
$1,001 - $15,000 | joint | +22.2% | yes |
| — | BUY | 22 Jul 2022 | None CITIGROUP GLOBAL MKTS HLDGS IN SER |
$250,001 - $500,000 | joint | — | — |
| — | BUY | 13 Jul 2022 | None FS Energy & Power Fund Common |
$1,001 - $15,000 | joint | — | — |
| E | BUY | 08 Jul 2022 | TIP iShares TIPS Bond ETF (TIP) |
$1,001 - $15,000 | joint | -10.5% | — |
| E | BUY | 30 Jun 2022 | DVN Devon Energy Corporation (DVN) |
$1,001 - $15,000 | joint | -18.3% | — |
| D | BUY | 30 Jun 2022 | DVN Devon Energy Corporation (DVN) |
$15,001 - $50,000 | joint | -18.3% | — |
| E | BUY | 27 Jun 2022 | WMB Williams Companies, Inc. (WMB) |
$1,001 - $15,000 | joint | -8.2% | — |
| C | BUY | 24 Jun 2022 | LMT Lockheed Martin Corporation (LMT) |
$1,001 - $15,000 | joint | -1.9% | yes |
| B | BUY | 21 Jun 2022 | AGCO AGCO Corporation (AGCO) |
$1,001 - $15,000 | joint | +36.3% | yes |
| E | BUY | 16 Jun 2022 | HD Home Depot, Inc. (HD) |
$1,001 - $15,000 | joint | -9.4% | — |
| C | BUY | 16 Jun 2022 | RTX Raytheon Technologies Corporation |
$1,001 - $15,000 | joint | -12.6% | yes |
| E | BUY | 15 Jun 2022 | NEE NextEra Energy, Inc. (NEE) |
$1,001 - $15,000 | joint | -24.8% | — |
| D | BUY | 14 Jun 2022 | PXD Pioneer Natural Resources Company |
$15,001 - $50,000 | joint | — | — |
| E | BUY | 14 Jun 2022 | PXD Pioneer Natural Resources Company |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 10 Jun 2022 | CERN Cerner Corporation (CERN) |
$15,001 - $50,000 | self | — | — |
| C | BUY | 10 Jun 2022 | EMR Emerson Electric Company (EMR) |
$1,001 - $15,000 | joint | -1.9% | yes |
| E | BUY | 10 Jun 2022 | XOM Exxon Mobil Corporation (XOM) |
$1,001 - $15,000 | joint | +1.7% | — |
| C | BUY | 10 Jun 2022 | ROK Rockwell Automation, Inc. (ROK) |
$1,001 - $15,000 | joint | +51.6% | yes |
| E | BUY | 09 Jun 2022 | MSFT Microsoft Corporation (MSFT) |
$1,001 - $15,000 | joint | +20.9% | — |
| C | BUY | 07 Jun 2022 | JNJ Johnson & Johnson (JNJ) |
$1,001 - $15,000 | joint | -26.8% | yes |
| E | BUY | 01 Jun 2022 | INTC Intel Corporation (INTC) |
$1,001 - $15,000 | joint | -27.0% | — |
| E | BUY | 17 May 2022 | TXN Texas Instruments Incorporated (TX |
$1,001 - $15,000 | joint | -1.5% | — |
| E | SELL | 16 May 2022 | MTBC CareCloud, Inc. (MTBC) |
$1,001 - $15,000 | dependent child | — | — |
| E | SELL | 16 May 2022 | EXAS Exact Sciences Corporation (EXAS) |
$1,001 - $15,000 | dependent child | — | — |
| E | BUY | 16 May 2022 | OKE ONEOK, Inc. (OKE) |
$1,001 - $15,000 | joint | -11.9% | — |
| E | BUY | 13 May 2022 | ACN Accenture plc Class A Ordinary Sha |
$1,001 - $15,000 | joint | -0.5% | — |
| E | BUY | 13 May 2022 | MMP Magellan Midstream Partners L.P. L |
$1,001 - $15,000 | joint | — | — |
| E | BUY | 11 May 2022 | ABB ABB Ltd (ABB) |
$1,001 - $15,000 | joint | — | — |
| C | BUY | 30 Apr 2022 | JPM JP Morgan Chase & Co. (JPM) |
$1,001 - $15,000 | joint | +10.5% | yes |
| B | SELL | 22 Apr 2022 | AHCO AdaptHealth Corp. (AHCO) |
$1,001 - $15,000 | dependent child | — | yes |
| C | SELL | 22 Apr 2022 | IQV IQVIA Holdings, Inc. (IQV) |
$1,001 - $15,000 | dependent child | — | yes |
| — | BUY | 14 Apr 2022 | None FS ENERGY & POWER FUND COMMON |
$1,001 - $15,000 | joint | — | — |
| — | BUY | 12 Apr 2022 | None BANK OF MONTREAL SER G MTN |
$500,001 - $1,000,000 | joint | — | — |
| D | SELL | 12 Apr 2022 | MDLZ Mondelez International, Inc. - Cla |
$15,001 - $50,000 | joint | — | — |
| B | SELL | 08 Apr 2022 | HON Honeywell International Inc. (HON) |
$250,001 - $500,000 | joint | — | yes |
| — | BUY | 07 Apr 2022 | None Inland Real Estate Income Tr Commo |
$1,001 - $15,000 | joint | — | — |
| B | SELL | 01 Apr 2022 | AHCO AdaptHealth Corp. (AHCO) |
$50,001 - $100,000 | joint | — | yes |
| D | BUY | 31 Mar 2022 | DVN Devon Energy Corporation (DVN) |
$15,001 - $50,000 | joint | -1.9% | — |
| E | BUY | 31 Mar 2022 | DVN Devon Energy Corporation (DVN) |
$1,001 - $15,000 | joint | -1.9% | — |
| E | BUY | 28 Mar 2022 | WMB Williams Companies, Inc. (WMB) |
$1,001 - $15,000 | joint | -4.4% | — |
| C | BUY | 25 Mar 2022 | LMT Lockheed Martin Corporation (LMT) |
$1,001 - $15,000 | joint | +11.2% | yes |
| E | BUY | 24 Mar 2022 | HD Home Depot, Inc. (HD) |
$1,001 - $15,000 | joint | +2.0% | — |
| C | BUY | 24 Mar 2022 | RTX Raytheon Technologies Corporation |
$1,001 - $15,000 | joint | +4.7% | yes |
| — | SELL | 23 Mar 2022 | None MORGAN STANLEY FIN LLC SER A MTN 0 |
$250,001 - $500,000 | joint | — | — |
| C | BUY | 22 Mar 2022 | UNH UnitedHealth Group Incorporated Co |
$1,001 - $15,000 | joint | +4.0% | yes |
| — | BUY | 18 Mar 2022 | None CITIGROUP GLOBAL MKTS HLDGS MTN 03 |
$250,001 - $500,000 | joint | — | — |
| E | BUY | 15 Mar 2022 | NEE NextEra Energy, Inc. (NEE) |
$1,001 - $15,000 | joint | -0.5% | — |
| E | BUY | 14 Mar 2022 | PXD Pioneer Natural Resources Company |
$1,001 - $15,000 | joint | — | — |
| E | BUY | 14 Mar 2022 | PXD Pioneer Natural Resources Company |
$1,001 - $15,000 | joint | — | — |
| E | BUY | 14 Mar 2022 | PXD Pioneer Natural Resources Company |
$1,001 - $15,000 | joint | — | — |
| C | BUY | 11 Mar 2022 | HON Honeywell International Inc. (HON) |
$1,001 - $15,000 | joint | +8.2% | yes |
| C | BUY | 10 Mar 2022 | EMR Emerson Electric Company (EMR) |
$1,001 - $15,000 | joint | -1.8% | yes |
| E | BUY | 10 Mar 2022 | XOM Exxon Mobil Corporation (XOM) |
$1,001 - $15,000 | joint | +42.5% | — |
| E | BUY | 10 Mar 2022 | MSFT Microsoft Corporation (MSFT) |
$1,001 - $15,000 | joint | +7.5% | — |
| C | BUY | 10 Mar 2022 | ROK Rockwell Automation, Inc. (ROK) |
$1,001 - $15,000 | joint | +11.9% | yes |
| C | BUY | 08 Mar 2022 | JNJ Johnson & Johnson (JNJ) |
$1,001 - $15,000 | joint | -1.2% | yes |
| E | BUY | 01 Mar 2022 | INTC Intel Corporation (INTC) |
$1,001 - $15,000 | joint | -24.2% | — |
| E | BUY | 15 Feb 2022 | ACN Accenture plc Class A Ordinary Sha |
$1,001 - $15,000 | joint | -8.5% | — |
| E | BUY | 14 Feb 2022 | MMP Magellan Midstream Partners L.P. L |
$1,001 - $15,000 | joint | — | — |
| E | BUY | 14 Feb 2022 | OKE ONEOK, Inc. (OKE) |
$1,001 - $15,000 | joint | +5.7% | — |
| E | BUY | 07 Feb 2022 | TXN Texas Instruments Incorporated (TX |
$1,001 - $15,000 | joint | +13.4% | — |
| C | BUY | 31 Jan 2022 | JPM JP Morgan Chase & Co. (JPM) |
$1,001 - $15,000 | joint | +4.2% | yes |
| — | BUY | 19 Jan 2022 | None BARCLAYS BANK PLC SER A MTN 01/22/ |
$250,001 - $500,000 | joint | — | — |
| — | BUY | 19 Jan 2022 | None FS ENERgY & POWER FUND COMMON |
$1,001 - $15,000 | joint | — | — |
| E | BUY | 14 Jan 2022 | PXD Pioneer Natural Resources Company |
$1,001 - $15,000 | joint | — | — |
| — | BUY | 07 Jan 2022 | None Inland Real Estate Income Tr Commo |
$1,001 - $15,000 | joint | — | — |
| D | BUY | 30 Dec 2021 | DVN Devon Energy Corporation (DVN) |
$15,001 - $50,000 | joint | +51.1% | — |
| E | BUY | 30 Dec 2021 | DVN Devon Energy Corporation (DVN) |
$1,001 - $15,000 | joint | +51.1% | — |
| C | BUY | 27 Dec 2021 | LMT Lockheed Martin Corporation (LMT) |
$1,001 - $15,000 | joint | +44.9% | yes |
| E | BUY | 27 Dec 2021 | WMB Williams Companies, Inc. (WMB) |
$1,001 - $15,000 | joint | +33.8% | — |
| D | SELL | 20 Dec 2021 | ASXC Asensus Surgical, Inc. (ASXC) |
$15,001 - $50,000 | joint | — | — |
| B | SELL | 20 Dec 2021 | MDT Medtronic plc. Ordinary Shares (MD |
$100,001 - $250,000 | joint | — | yes |
| D | SELL | 20 Dec 2021 | VUZI Vuzix Corporation (VUZI) |
$50,001 - $100,000 | joint | — | — |
| E | BUY | 16 Dec 2021 | HD Home Depot, Inc. (HD) |
$1,001 - $15,000 | joint | +1.6% | — |
| C | BUY | 16 Dec 2021 | RTX Raytheon Technologies Corporation |
$1,001 - $15,000 | joint | +27.7% | yes |
| E | BUY | 15 Dec 2021 | NEE NextEra Energy, Inc. (NEE) |
$1,001 - $15,000 | joint | +17.6% | — |
| E | BUY | 14 Dec 2021 | PXD Pioneer Natural Resources Company |
$1,001 - $15,000 | joint | — | — |
| E | BUY | 14 Dec 2021 | PXD Pioneer Natural Resources Company |
$1,001 - $15,000 | joint | — | — |
| C | BUY | 14 Dec 2021 | UNH UnitedHealth group Incorporated Co |
$1,001 - $15,000 | joint | +21.5% | yes |
| C | BUY | 10 Dec 2021 | EMR Emerson Electric Company (EMR) |
$1,001 - $15,000 | joint | +17.6% | yes |
| E | BUY | 10 Dec 2021 | XOM Exxon Mobil Corporation (XOM) |
$1,001 - $15,000 | joint | +79.9% | — |
| C | BUY | 10 Dec 2021 | ROK Rockwell Automation, Inc. (ROK) |
$1,001 - $15,000 | joint | -0.6% | yes |
| E | BUY | 09 Dec 2021 | MSFT Microsoft Corporation (MSFT) |
$1,001 - $15,000 | joint | -10.2% | — |
| C | BUY | 07 Dec 2021 | JNJ Johnson & Johnson (JNJ) |
$1,001 - $15,000 | joint | +19.7% | yes |
| C | BUY | 03 Dec 2021 | HON Honeywell International Inc. (HON) |
$1,001 - $15,000 | joint | +15.8% | yes |
| E | BUY | 26 Nov 2021 | ABB ABB Ltd (ABB) |
$50,001 - $100,000 | joint | — | — |
| E | BUY | 26 Nov 2021 | ACN Accenture plc Class A Ordinary Sha |
$1,001 - $15,000 | joint | -7.0% | — |
| B | BUY | 26 Nov 2021 | AGCO AgCO Corporation (AgCO) |
$50,001 - $100,000 | joint | +33.1% | yes |
| B | BUY | 26 Nov 2021 | ARCB ArcBest Corporation (ARCB) |
$50,001 - $100,000 | joint | -12.9% | yes |
| E | BUY | 26 Nov 2021 | BLL Ball Corporation (BLL) |
$50,001 - $100,000 | joint | — | — |
| C | BUY | 26 Nov 2021 | CR Crane Co. (CR) |
$15,001 - $50,000 | joint | — | yes |
| E | BUY | 26 Nov 2021 | DRE Duke Realty Corporation (DRE) |
$50,001 - $100,000 | joint | — | — |
| E | BUY | 26 Nov 2021 | FDIS Fidelity MSCI Consumer Discretiona |
$50,001 - $100,000 | joint | -16.1% | — |
| E | BUY | 26 Nov 2021 | FTEC Fidelity MSCI Information Technolo |
$100,001 - $250,000 | joint | -11.1% | — |
| B | SELL | 26 Nov 2021 | FSK FS KKR Capital Corp. (FSK) |
$100,001 - $250,000 | joint | — | yes |
| E | BUY | 26 Nov 2021 | HLT Hilton Worldwide Holdings Inc. (HL |
$50,001 - $100,000 | joint | +10.0% | — |
| E | BUY | 26 Nov 2021 | INTC Intel Corporation (INTC) |
$15,001 - $50,000 | joint | -27.3% | — |
| C | BUY | 26 Nov 2021 | PH Parker-Hannifin Corporation (PH) |
$15,001 - $50,000 | joint | +6.8% | yes |
| C | BUY | 26 Nov 2021 | PWR Quanta Services, Inc. (PWR) |
$50,001 - $100,000 | joint | +44.6% | yes |
| E | BUY | 26 Nov 2021 | TJX TJX Companies, Inc. (TJX) |
$15,001 - $50,000 | joint | +22.0% | — |
| D | SELL | 16 Nov 2021 | FBND Fidelity Total Bond ETF (FBND) |
$50,001 - $100,000 | joint | — | — |
| E | BUY | 15 Nov 2021 | OKE ONEOK, Inc. (OKE) |
$1,001 - $15,000 | joint | +23.4% | — |
| E | BUY | 15 Nov 2021 | TXN Texas Instruments Incorporated (TX |
$1,001 - $15,000 | joint | +6.3% | — |
| E | BUY | 12 Nov 2021 | MMP Magellan Midstream Partners L.P. L |
$1,001 - $15,000 | joint | — | — |
| E | BUY | 05 Nov 2021 | TIP iShares TIPS Bond ETF (TIP) |
$1,001 - $15,000 | joint | +5.0% | — |
| C | BUY | 29 Oct 2021 | JPM JP Morgan Chase & Co. (JPM) |
$1,001 - $15,000 | joint | -2.3% | yes |
| C | BUY | 20 Oct 2021 | BLK blackRock, Inc. (blK) |
$15,001 - $50,000 | joint | -9.2% | yes |
| D | BUY | 20 Oct 2021 | CVX Chevron Corporation (CVX) |
$50,001 - $100,000 | joint | +84.9% | — |
| D | BUY | 20 Oct 2021 | FMAT Fidelity MSCI Materials Index ETF |
$15,001 - $50,000 | joint | +5.7% | — |
| C | BUY | 20 Oct 2021 | ITW Illinois Tool Works Inc. (ITW) |
$15,001 - $50,000 | joint | +10.8% | yes |
| C | BUY | 20 Oct 2021 | LMT lockheed Martin Corporation (lMT) |
$50,001 - $100,000 | joint | +66.2% | yes |
| E | BUY | 20 Oct 2021 | ORLY O'Reilly Automotive, Inc. (ORlY) |
$15,001 - $50,000 | joint | +48.2% | — |
| E | BUY | 20 Oct 2021 | PXD Pioneer Natural Resources Company |
$100,001 - $250,000 | joint | — | — |
| C | BUY | 20 Oct 2021 | V Visa Inc. (V) |
$50,001 - $100,000 | joint | +10.5% | yes |
| — | BUY | 15 Oct 2021 | None FS ENERgY & POWER FuND COMMON |
$1,001 - $15,000 | joint | — | — |
| E | BUY | 14 Oct 2021 | PXD Pioneer Natural Resources Company |
$1,001 - $15,000 | joint | — | — |
| — | BUY | 07 Oct 2021 | None INlAND REAl ESTATE TR |
$1,001 - $15,000 | joint | — | — |
| E | BUY | 07 Oct 2021 | TIP iShares TIPS bond ETF (TIP) |
$1,001 - $15,000 | joint | +4.3% | — |
| E | BUY | 07 Oct 2021 | TIP iShares TIPS bond ETF (TIP) |
$1,001 - $15,000 | joint | +4.3% | — |
| E | BUY | 06 Oct 2021 | DIAL Columbia Diversified Fixed Income |
$1,001 - $15,000 | joint | -1.9% | — |
| — | BUY | 04 Oct 2021 | None FS KKR Capital Corp |
$1,001 - $15,000 | joint | — | — |
| E | BUY | 30 Sep 2021 | DVN Devon Energy Corporation (DVN) |
$1,001 - $15,000 | joint | +115.3% | — |
| E | BUY | 30 Sep 2021 | DVN Devon Energy Corporation (DVN) |
$1,001 - $15,000 | joint | +115.3% | — |
| E | BUY | 30 Sep 2021 | DGRO iShares Core Dividend growth ETF ( |
$1,001 - $15,000 | joint | +5.7% | — |
| E | BUY | 30 Sep 2021 | DGRO iShares Core Dividend growth ETF ( |
$1,001 - $15,000 | joint | +5.7% | — |
| E | BUY | 27 Sep 2021 | WMB Williams Companies, Inc. (WMb) |
$1,001 - $15,000 | joint | +28.6% | — |
| D | BUY | 23 Sep 2021 | ACN Accenture plc Class A Ordinary Sha |
$100,001 - $250,000 | joint | -3.3% | — |
| B | BUY | 23 Sep 2021 | MDT Medtronic plc. Ordinary Shares (MD |
$100,001 - $250,000 | joint | -17.1% | yes |
| C | BUY | 23 Sep 2021 | RTX Raytheon Technologies Corporation |
$250,001 - $500,000 | joint | +11.4% | yes |
| C | BUY | 23 Sep 2021 | UNH unitedHealth group Incorporated Co |
$250,001 - $500,000 | joint | +42.0% | yes |
| D | SELL | 20 Sep 2021 | SPY SPDR S&P 500 (SPY) |
$500,001 - $1,000,000 | joint | — | — |
| E | BUY | 17 Sep 2021 | PXD Pioneer Natural Resources Company |
$1,001 - $15,000 | joint | — | — |
| E | BUY | 16 Sep 2021 | HD Home Depot, Inc. (HD) |
$1,001 - $15,000 | joint | +3.6% | — |
| E | BUY | 15 Sep 2021 | NEE NextEra Energy, Inc. (NEE) |
$1,001 - $15,000 | joint | +12.9% | — |
| C | BUY | 10 Sep 2021 | EMR Emerson Electric Company (EMR) |
$1,001 - $15,000 | joint | -1.4% | yes |
| C | BUY | 10 Sep 2021 | ROK Rockwell Automation, Inc. (ROK) |
$1,001 - $15,000 | joint | -7.6% | yes |
| E | BUY | 09 Sep 2021 | MSFT Microsoft Corporation (MSFT) |
$1,001 - $15,000 | joint | -4.1% | — |
| E | BUY | 08 Sep 2021 | TIP iShares TIPS bond ETF (TIP) |
$1,001 - $15,000 | joint | +4.5% | — |
| E | BUY | 08 Sep 2021 | TIP iShares TIPS bond ETF (TIP) |
$1,001 - $15,000 | joint | +4.5% | — |
| E | BUY | 07 Sep 2021 | DIAL Columbia Diversified Fixed Income |
$1,001 - $15,000 | joint | -3.1% | — |
| C | BUY | 07 Sep 2021 | JNJ Johnson & Johnson (JNJ) |
$1,001 - $15,000 | joint | +18.1% | yes |
Click any row for the full trade breakdown.