Trade of the Zoe Lofgren
Democrat · CA-18 · House
In-remit alpha 12m
-9.9%
28 buys in their jurisdiction
Everything else
+2.2%
their other buys
$-weighted 12m
-2.2%
all buys, by size
t-stat (12m)
-0.15
within the noise
Disclosure lag
29 days
trade → public filing
Est. volume
$500.7K
0 option trades
Trading profile
| Disclosed transactions | 308 across 19 filings |
| Buys / sells | 120 / 187 |
| Distinct securities | 123 |
| Estimated volume | $1.7M |
| Traded in family accounts | 308 of 308 |
| Active | 04 Feb 2020 – 11 Dec 2025 |
| Busiest single day | 72 trades 25 May 2023 |
72 transactions on a single day is the signature of a managed account being rebalanced rather than 72 separate decisions — which is why the grades below skew low.
What they buy
| Technology in remit | 29 | |
| Financials | 26 | |
| Healthcare | 20 | |
| Telecom in remit | 10 | |
| Industrials | 9 | |
| Pharma | 7 | |
| Real Estate | 4 | |
| Utilities | 4 |
Committees — what defines their remit
the Judiciary Science, Space, and Technology — Ranking MemberSubcommittees
Immigration Integrity, Security, and EnforcementCourts, Intellectual Property, Artificial Intelligence, and the InternetThe Administrative State, Regulatory Reform, and AntitrustJurisdiction sectors: aerospacetechnologytelecom · access score 0.65
How their trades grade
How often their trades look like discrete, in-jurisdiction decisions rather than managed-account activity.
| A |
|
0 |
| B |
|
13 |
| C |
|
20 |
| D |
|
63 |
| E |
|
196 |
Largest positions
| Ticker | Buys | Est. size | Avg 12m vs SPY |
|---|---|---|---|
| UNP | 2 | $54.8K | -9.0% |
| AMAT | 2 | $31.3K | -21.0% |
| UNH | 3 | $11.6K | +39.8% |
| TMUS | 3 | $11.6K | +17.4% |
| AON | 3 | $11.6K | +0.7% |
| ZTS | 2 | $7.7K | -10.4% |
| VZ | 2 | $7.7K | -10.0% |
| V | 2 | $7.7K | -1.7% |
| TT | 2 | $7.7K | -1.4% |
| TMO | 2 | $7.7K | +7.4% |
| SBUX | 2 | $7.7K | -9.4% |
| QCOM | 2 | $7.7K | +13.0% |
All disclosed trades
| Grade | Side | Traded | Ticker | Amount | Owner | 12m vs SPY | Remit |
|---|---|---|---|---|---|---|---|
| — | SELL | 11 Dec 2025 | None California State Public Works Boar |
$1,001 - $15,000 | joint | — | — |
| — | SELL | 11 Dec 2025 | None Lynwood Unified School District GO |
$100,001 - $250,000 | joint | — | — |
| E | SELL | 26 May 2023 | ABBV AbbVie Inc. (ABBV) |
$1,001 - $15,000 | spouse | — | — |
| D | SELL | 26 May 2023 | AMZN Amazon.com, Inc. (AMZN) |
$1,001 - $15,000 | spouse | — | yes |
| E | SELL | 26 May 2023 | AEP American Electric Power Company, I |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 26 May 2023 | AMT American Tower Corporation (REIT) |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 26 May 2023 | BUD Anheuser-Busch Inbev SA Sponsored |
$1,001 - $15,000 | spouse | — | — |
| D | SELL | 26 May 2023 | AMAT Applied Materials, Inc. (AMAT) |
$1,001 - $15,000 | spouse | — | yes |
| E | SELL | 26 May 2023 | BAC Bank of America Corporation (BAC) |
$15,001 - $50,000 | spouse | — | — |
| E | SELL | 26 May 2023 | BMO Bank Of Montreal (BMO) |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 26 May 2023 | CAT Caterpillar, Inc. (CAT) |
$1,001 - $15,000 | spouse | — | — |
| D | SELL | 26 May 2023 | CSCO Cisco Systems, Inc. (CSCO) |
$1,001 - $15,000 | spouse | — | yes |
| E | SELL | 26 May 2023 | C Citigroup, Inc. (C) |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 26 May 2023 | CVS CVS Health Corporation (CVS) |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 26 May 2023 | JEF Jefferies Financial Group Inc. (JE |
$1,001 - $15,000 | spouse | — | — |
| D | SELL | 26 May 2023 | KLAC KLA Corporation (KLAC) |
$1,001 - $15,000 | spouse | — | yes |
| E | SELL | 26 May 2023 | MS Morgan Stanley (MS) |
$1,001 - $15,000 | spouse | — | — |
| D | SELL | 26 May 2023 | NTAP NetApp, Inc. (NTAP) |
$1,001 - $15,000 | spouse | — | yes |
| D | SELL | 26 May 2023 | OCLCF Oracle Corporation Ordinary Shares |
$15,001 - $50,000 | spouse | — | — |
| — | SELL | 26 May 2023 | None Paramount Global Ltd. |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 26 May 2023 | PFE Pfizer, Inc. (PFE) |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 26 May 2023 | USB U.S. Bancorp (USB) |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 26 May 2023 | UNP Union Pacific Corporation (UNP) |
$15,001 - $50,000 | spouse | — | — |
| E | SELL | 26 May 2023 | UNH UnitedHealth Group Incorporated Co |
$1,001 - $15,000 | spouse | — | — |
| D | SELL | 26 May 2023 | VZ Verizon Communications Inc. (VZ) |
$1,001 - $15,000 | spouse | — | yes |
| E | SELL | 26 May 2023 | WBA Walgreens Boots Alliance, Inc. (WB |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 26 May 2023 | WFC Wells Fargo & Company (WFC) |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 26 May 2023 | WBK Westpac Banking Corporation (WBK) |
$1,001 - $15,000 | spouse | — | — |
| D | SELL | 25 May 2023 | ACN Accenture plc Class A Ordinary Sha |
$1,001 - $15,000 | spouse | — | yes |
| D | SELL | 25 May 2023 | ADBE Adobe Inc. (ADBE) |
$1,001 - $15,000 | spouse | — | yes |
| E | SELL | 25 May 2023 | AEP American Electric Power Company, I |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 25 May 2023 | AWK American Water Works Company, Inc. |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 25 May 2023 | BUD Anheuser-Busch Inbev SA Sponsored |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 25 May 2023 | AON Aon plc Class A Ordinary Shares (A |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 25 May 2023 | ARCC Ares Capital Corporation - Closed |
$1,001 - $15,000 | spouse | — | — |
| D | SELL | 25 May 2023 | ASML ASML Holding N.V. - New York Regis |
$1,001 - $15,000 | spouse | — | yes |
| D | SELL | 25 May 2023 | T AT&T Inc. (T) |
$1,001 - $15,000 | spouse | — | yes |
| E | SELL | 25 May 2023 | AGR Avangrid, Inc. (AGR) |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 25 May 2023 | BAC Bank of America Corporation (BAC) |
$1,001 - $15,000 | spouse | — | — |
| C | SELL | 25 May 2023 | BCE BCE, Inc. (BCE) |
$1,001 - $15,000 | spouse | — | yes |
| E | SELL | 25 May 2023 | BDX Becton, Dickinson and Company (BDX |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 25 May 2023 | BRK.B Berkshire Hathaway Inc. New (BRK.B |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 25 May 2023 | BX Blackstone Inc. (BX) |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 25 May 2023 | CINF Cincinnati Financial Corporation ( |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 25 May 2023 | CTAS Cintas Corporation (CTAS) |
$1,001 - $15,000 | spouse | — | — |
| D | SELL | 25 May 2023 | CSCO Cisco Systems, Inc. (CSCO) |
$1,001 - $15,000 | spouse | — | yes |
| E | SELL | 25 May 2023 | CME CME Group Inc. - Class A (CME) |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 25 May 2023 | KO Coca-Cola Company (KO) |
$1,001 - $15,000 | spouse | — | — |
| D | SELL | 25 May 2023 | CMCSA Comcast Corporation - Class A (CMC |
$1,001 - $15,000 | spouse | — | yes |
| E | SELL | 25 May 2023 | COST Costco Wholesale Corporation (COST |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 25 May 2023 | CCI Crown Castle Inc. (CCI) |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 25 May 2023 | DHR Danaher Corporation (DHR) |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 25 May 2023 | DECK Deckers Outdoor Corporation (DECK) |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 25 May 2023 | D Dominion Energy, Inc. (D) |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 25 May 2023 | DUK Duke Energy Corporation (DUK) |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 25 May 2023 | EW Edwards Lifesciences Corporation ( |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 25 May 2023 | EMR Emerson Electric Company (EMR) |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 25 May 2023 | ETR Entergy Corporation (ETR) |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 25 May 2023 | EQIX Equinix, Inc. (EQIX) |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 25 May 2023 | ES Eversource Energy (ES) |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 25 May 2023 | FITB Fifth Third Bancorp (FITB) |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 25 May 2023 | FHN First Horizon Corporation (FHN) |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 25 May 2023 | GIS General Mills, Inc. (GIS) |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 25 May 2023 | GILD Gilead Sciences, Inc. (GILD) |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 25 May 2023 | HIG Hartford Financial Services Group, |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 25 May 2023 | HCA HCA Healthcare, Inc. (HCA) |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 25 May 2023 | IPG Interpublic Group of Companies, In |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 25 May 2023 | JPM JP Morgan Chase & Co. (JPM) |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 25 May 2023 | LCID Lucid Group, Inc. (LCID) |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 25 May 2023 | MA Mastercard Incorporated (MA) |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 25 May 2023 | MCD McDonald's Corporation (MCD) |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 25 May 2023 | MRK Merck & Company, Inc. Common Stock |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 25 May 2023 | MET MetLife, Inc. (MET) |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 25 May 2023 | MAA Mid-America Apartment Communities, |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 25 May 2023 | NEE NextEra Energy, Inc. (NEE) |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 25 May 2023 | NNN NNN REIT, Inc. (NNN) |
$1,001 - $15,000 | spouse | — | — |
| D | SELL | 25 May 2023 | NXPI NXP Semiconductors N.V. (NXPI) |
$1,001 - $15,000 | spouse | — | yes |
| E | SELL | 25 May 2023 | ODFL Old Dominion Freight Line, Inc. (O |
$1,001 - $15,000 | spouse | — | — |
| D | SELL | 25 May 2023 | PAYX Paychex, Inc. (PAYX) |
$1,001 - $15,000 | spouse | — | yes |
| E | SELL | 25 May 2023 | PEP Pepsico, Inc. (PEP) |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 25 May 2023 | PG Procter & Gamble Company (PG) |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 25 May 2023 | PLD ProLogis, Inc. (PLD) |
$1,001 - $15,000 | spouse | — | — |
| D | SELL | 25 May 2023 | QCOM QUALCOMM Incorporated (QCOM) |
$1,001 - $15,000 | spouse | — | yes |
| E | SELL | 25 May 2023 | PWR Quanta Services, Inc. (PWR) |
$1,001 - $15,000 | spouse | — | — |
| D | SELL | 25 May 2023 | ROP Roper Technologies, Inc. (ROP) |
$1,001 - $15,000 | spouse | — | yes |
| E | SELL | 25 May 2023 | SPGI S&P Global Inc. (SPGI) |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 25 May 2023 | SHW Sherwin-Williams Company (SHW) |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 25 May 2023 | SON Sonoco Products Company (SON) |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 25 May 2023 | SO Southern Company (SO) |
$15,001 - $50,000 | joint | — | — |
| E | SELL | 25 May 2023 | SBUX Starbucks Corporation (SBUX) |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 25 May 2023 | TMO Thermo Fisher Scientific Inc (TMO) |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 25 May 2023 | TJX TJX Companies, Inc. (TJX) |
$1,001 - $15,000 | spouse | — | — |
| D | SELL | 25 May 2023 | TMUS T-Mobile US, Inc. (TMUS) |
$1,001 - $15,000 | spouse | — | yes |
| E | SELL | 25 May 2023 | TT Trane Technologies plc (TT) |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 25 May 2023 | TRU TransUnion (TRU) |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 25 May 2023 | UNH UnitedHealth Group Incorporated Co |
$1,001 - $15,000 | spouse | — | — |
| D | SELL | 25 May 2023 | VZ Verizon Communications Inc. (VZ) |
$1,001 - $15,000 | spouse | — | yes |
| E | SELL | 25 May 2023 | V Visa Inc. (V) |
$1,001 - $15,000 | spouse | — | — |
| D | SELL | 25 May 2023 | DIS Walt Disney Company (DIS) |
$1,001 - $15,000 | spouse | — | yes |
| E | SELL | 25 May 2023 | ZTS Zoetis Inc. Class A (ZTS) |
$1,001 - $15,000 | spouse | — | — |
| — | SELL | 11 Mar 2023 | None Deskworks Inc. |
$100,001 - $250,000 | spouse | — | — |
| — | SELL | 06 Oct 2022 | None Credit Suisse USA Inc. |
$1,001 - $15,000 | spouse | — | — |
| — | BUY | 09 Sep 2022 | None AEP Texas Inc. |
$1,001 - $15,000 | spouse | — | — |
| E | BUY | 09 Sep 2022 | BUD Anheuser-Busch Inbev SA Sponsored |
$1,001 - $15,000 | spouse | -2.7% | — |
| E | BUY | 09 Sep 2022 | BAC Bank of America Corporation (BAC) |
$1,001 - $15,000 | spouse | -29.6% | — |
| D | BUY | 09 Sep 2022 | BDX Becton, Dickinson and Company (BDX |
$1,001 - $15,000 | spouse | -5.9% | — |
| D | BUY | 09 Sep 2022 | GILD Gilead Sciences, Inc. (GILD) |
$1,001 - $15,000 | spouse | -2.0% | — |
| D | BUY | 09 Sep 2022 | PWR Quanta Services, Inc. (PWR) |
$1,001 - $15,000 | spouse | +14.3% | — |
| B | SELL | 25 Aug 2022 | AMAT Applied Materials, Inc. (AMAT) |
$1,001 - $15,000 | spouse | — | yes |
| D | SELL | 25 Aug 2022 | CRL Charles River Laboratories Interna |
$1,001 - $15,000 | spouse | — | — |
| B | BUY | 25 Aug 2022 | DIS Walt Disney Company (DIS) |
$1,001 - $15,000 | spouse | -40.5% | yes |
| D | SELL | 25 Aug 2022 | EXPE Expedia Group, Inc. (EXPE) |
$1,001 - $15,000 | spouse | — | — |
| B | SELL | 08 Jul 2022 | KLAC KLA Corporation (KLAC) |
$1,001 - $15,000 | spouse | — | yes |
| B | SELL | 08 Jul 2022 | KLAC KLA Corporation (KLAC) |
$1,001 - $15,000 | spouse | — | yes |
| D | SELL | 15 Jun 2022 | ALLY Ally Financial Inc. (ALLY) |
$1,001 - $15,000 | spouse | — | — |
| D | SELL | 28 Apr 2022 | SYF Synchrony Financial (SYF) |
$1,001 - $15,000 | spouse | — | — |
| B | BUY | 04 Apr 2022 | KLAC KLA Corporation (KLAC) |
$1,001 - $15,000 | spouse | +17.8% | yes |
| D | BUY | 04 Apr 2022 | UNP Union Pacific Corporation (UNP) |
$15,001 - $50,000 | spouse | -14.2% | — |
| B | BUY | 04 Apr 2022 | KLAC KLA Corporation (KLAC) |
$1,001 - $15,000 | spouse | +30.7% | yes |
| D | BUY | 04 Apr 2022 | UNP Union Pacific Corporation (UNP) |
$15,001 - $50,000 | spouse | -3.8% | — |
| — | SELL | 15 Mar 2022 | None Tyson Foods Inc |
$1,001 - $15,000 | spouse | — | — |
| B | BUY | 04 Mar 2022 | AMZN Amazon.com, Inc. (AMZN) |
$1,001 - $15,000 | spouse | -30.0% | yes |
| D | BUY | 04 Mar 2022 | C Citigroup, Inc. (C) |
$1,001 - $15,000 | spouse | +3.0% | — |
| — | BUY | 04 Mar 2022 | None Vodafone Group PLC |
$1,001 - $15,000 | spouse | — | — |
| — | SELL | 14 Dec 2021 | None general Motors Finl Co (corporate |
$1,001 - $15,000 | spouse | — | — |
| B | SELL | 15 Oct 2021 | AMZN Amazon.com, Inc. (AMZN) |
$1,001 - $15,000 | spouse | — | yes |
| E | SELL | 13 Oct 2021 | HD Home Depot, Inc. (HD) |
$1,001 - $15,000 | spouse | — | — |
| D | BUY | 13 Oct 2021 | LCID Lucid group, Inc. (LCID) |
$1,001 - $15,000 | joint | -44.9% | — |
| D | SELL | 13 Oct 2021 | PFE Pfizer, Inc. (PFE) |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 13 Oct 2021 | WMT Walmart Inc. (WMT) |
$1,001 - $15,000 | spouse | — | — |
| D | BUY | 05 Oct 2021 | CAT Caterpillar, Inc. (CAT) |
$1,001 - $15,000 | spouse | +32.2% | — |
| D | BUY | 05 Oct 2021 | WFC Wells Fargo & Company (WFC) Med. T |
$1,001 - $15,000 | spouse | +10.7% | — |
| C | BUY | 30 Sep 2021 | AMZN Amazon.com, Inc. (AMZN) |
$1,001 - $15,000 | spouse | -14.7% | yes |
| E | BUY | 30 Sep 2021 | AEP American Electric Power Company, I |
$1,001 - $15,000 | spouse | +18.3% | — |
| E | BUY | 30 Sep 2021 | AWK American Water Works Company, Inc. |
$1,001 - $15,000 | spouse | -8.6% | — |
| D | BUY | 30 Sep 2021 | AMAT Applied Materials, Inc. (AMAT) |
$1,001 - $15,000 | spouse | -18.9% | yes |
| C | BUY | 30 Sep 2021 | ASML ASML Holding N.V. - New York Regis |
$1,001 - $15,000 | spouse | -25.2% | yes |
| D | BUY | 30 Sep 2021 | T AT&T Inc. (T) |
$1,001 - $15,000 | spouse | -5.3% | yes |
| C | BUY | 30 Sep 2021 | BCE bCE, Inc. (bCE) |
$1,001 - $15,000 | spouse | +3.6% | yes |
| E | BUY | 30 Sep 2021 | CRL Charles River Laboratories Interna |
$1,001 - $15,000 | spouse | -34.6% | — |
| D | BUY | 30 Sep 2021 | CSCO Cisco Systems, Inc. (CSCO) |
$1,001 - $15,000 | spouse | -8.6% | yes |
| E | BUY | 30 Sep 2021 | DHR danaher Corporation (dHR) |
$1,001 - $15,000 | spouse | +5.1% | — |
| E | BUY | 30 Sep 2021 | EQIX Equinix, Inc. (EQIX) |
$1,001 - $15,000 | spouse | -11.5% | — |
| E | BUY | 30 Sep 2021 | ES Eversource Energy (ES) |
$1,001 - $15,000 | spouse | +5.0% | — |
| E | BUY | 30 Sep 2021 | EXPE Expedia group, Inc. (EXPE) |
$1,001 - $15,000 | spouse | -29.7% | — |
| E | BUY | 30 Sep 2021 | FITB Fifth Third bancorp (FITb) |
$1,001 - $15,000 | spouse | -5.6% | — |
| E | BUY | 30 Sep 2021 | FHN First Horizon Corporation (FHN) |
$1,001 - $15,000 | spouse | +59.8% | — |
| E | BUY | 30 Sep 2021 | GIS general Mills, Inc. (gIS) |
$1,001 - $15,000 | spouse | +42.6% | — |
| E | BUY | 30 Sep 2021 | HIG Hartford Financial Services group, |
$1,001 - $15,000 | spouse | +7.3% | — |
| E | BUY | 30 Sep 2021 | HCA HCA Healthcare, Inc. (HCA) |
$1,001 - $15,000 | spouse | -0.2% | — |
| E | BUY | 30 Sep 2021 | MA Mastercard Incorporated (MA) |
$1,001 - $15,000 | spouse | -0.5% | — |
| E | BUY | 30 Sep 2021 | MDNDF Mcdonalds Company Ltd Tokyo Ordina |
$1,001 - $15,000 | spouse | -12.2% | — |
| E | BUY | 30 Sep 2021 | MRK Merck & Company, Inc. Common Stock |
$1,001 - $15,000 | spouse | +27.2% | — |
| E | BUY | 30 Sep 2021 | NNN National Retail Properties (NNN) |
$1,001 - $15,000 | spouse | +7.2% | — |
| E | BUY | 30 Sep 2021 | NWL Newell brands Inc. (NWL) |
$1,001 - $15,000 | spouse | -19.1% | — |
| E | BUY | 30 Sep 2021 | NEE NextEra Energy, Inc. (NEE) |
$1,001 - $15,000 | spouse | +12.9% | — |
| E | BUY | 30 Sep 2021 | ODFL Old dominion Freight Line, Inc. (O |
$1,001 - $15,000 | spouse | +5.2% | — |
| E | BUY | 30 Sep 2021 | PEP Pepsico, Inc. (PEP) |
$1,001 - $15,000 | spouse | +22.2% | — |
| E | BUY | 30 Sep 2021 | PFE Pfizer, Inc. (PFE) |
$1,001 - $15,000 | spouse | +18.5% | — |
| E | BUY | 30 Sep 2021 | PLD ProLogis, Inc. (PLd) |
$1,001 - $15,000 | spouse | -4.2% | — |
| D | BUY | 30 Sep 2021 | QCOM QuALCOMM Incorporated (QCOM) |
$1,001 - $15,000 | spouse | +12.0% | yes |
| C | BUY | 30 Sep 2021 | ROP Roper Technologies, Inc. (ROP) |
$1,001 - $15,000 | spouse | -2.0% | yes |
| E | BUY | 30 Sep 2021 | SPGI S&P global Inc. (SPgI) |
$1,001 - $15,000 | spouse | -12.7% | — |
| E | BUY | 30 Sep 2021 | SYF Synchrony Financial (SYF) |
$1,001 - $15,000 | spouse | -20.4% | — |
| E | BUY | 30 Sep 2021 | TJX TJX Companies, Inc. (TJX) |
$1,001 - $15,000 | spouse | +17.4% | — |
| D | BUY | 30 Sep 2021 | VZ Verizon Communications Inc. (VZ) |
$1,001 - $15,000 | spouse | -11.6% | yes |
| D | BUY | 02 Sep 2021 | ACN Accenture plc Class A Ordinary Sha |
$1,001 - $15,000 | spouse | -3.3% | yes |
| D | BUY | 02 Sep 2021 | ADBE Adobe Inc. (AdbE) |
$1,001 - $15,000 | spouse | -34.1% | yes |
| E | BUY | 02 Sep 2021 | ALLY Ally Financial Inc. (ALLY) |
$1,001 - $15,000 | spouse | -27.5% | — |
| E | BUY | 02 Sep 2021 | AON Aon plc Class A Ordinary Shares (A |
$1,001 - $15,000 | spouse | +10.0% | — |
| E | BUY | 02 Sep 2021 | ARCC Ares Capital Corporation - Closed |
$1,001 - $15,000 | spouse | +9.5% | — |
| E | BUY | 02 Sep 2021 | AGR Avangrid, Inc. (AgR) |
$1,001 - $15,000 | spouse | — | — |
| E | BUY | 02 Sep 2021 | BRK.B berkshire Hathaway Inc. New (bRK.b |
$1,001 - $15,000 | spouse | +11.4% | — |
| E | BUY | 02 Sep 2021 | BX blackstone Inc. (bX) |
$1,001 - $15,000 | spouse | -5.7% | — |
| E | BUY | 02 Sep 2021 | CTAS Cintas Corporation (CTAS) |
$1,001 - $15,000 | spouse | +16.3% | — |
| E | BUY | 02 Sep 2021 | CME CME group Inc. - Class A (CME) |
$1,001 - $15,000 | joint | +3.5% | — |
| E | BUY | 02 Sep 2021 | KO Coca-Cola Company (KO) |
$1,001 - $15,000 | spouse | +20.2% | — |
| D | BUY | 02 Sep 2021 | CMCSA Comcast Corporation - Class A (CMC |
$1,001 - $15,000 | spouse | -31.1% | yes |
| E | BUY | 02 Sep 2021 | COST Costco Wholesale Corporation (COST |
$1,001 - $15,000 | spouse | +19.7% | — |
| E | BUY | 02 Sep 2021 | EW Edwards Lifesciences Corporation ( |
$1,001 - $15,000 | spouse | -7.9% | — |
| E | BUY | 02 Sep 2021 | HD Home depot, Inc. (Hd) |
$1,001 - $15,000 | spouse | +3.6% | — |
| E | BUY | 02 Sep 2021 | PGX Invesco Preferred ETF (PgX) |
$1,001 - $15,000 | spouse | -0.8% | — |
| E | BUY | 02 Sep 2021 | JPM JP Morgan Chase & Co. (JPM) |
$1,001 - $15,000 | spouse | -19.5% | — |
| D | BUY | 02 Sep 2021 | NXPI NXP Semiconductors N.V. (NXPI) |
$1,001 - $15,000 | spouse | -4.4% | yes |
| E | BUY | 02 Sep 2021 | SHW Sherwin-Williams Company (SHW) |
$1,001 - $15,000 | spouse | -13.2% | — |
| E | BUY | 02 Sep 2021 | SBUX Starbucks Corporation (SbuX) |
$1,001 - $15,000 | spouse | -4.8% | — |
| E | BUY | 02 Sep 2021 | TMO Thermo Fisher Scientific Inc (TMO) |
$1,001 - $15,000 | spouse | +5.9% | — |
| D | BUY | 02 Sep 2021 | TMUS T-Mobile uS, Inc. (TMuS) |
$1,001 - $15,000 | spouse | +27.5% | yes |
| E | BUY | 02 Sep 2021 | TT Trane Technologies plc (TT) |
$1,001 - $15,000 | spouse | +1.0% | — |
| E | BUY | 02 Sep 2021 | TRU Transunion (TRu) |
$1,001 - $15,000 | spouse | -33.2% | — |
| E | BUY | 02 Sep 2021 | UNH unitedHealth group Incorporated Co |
$1,001 - $15,000 | spouse | +42.0% | — |
| E | BUY | 02 Sep 2021 | V Visa Inc. (V) |
$1,001 - $15,000 | spouse | -3.7% | — |
| E | BUY | 02 Sep 2021 | WMT Walmart Inc. (WMT) |
$1,001 - $15,000 | spouse | +9.7% | — |
| D | BUY | 02 Sep 2021 | DIS Walt disney Company (dIS) |
$1,001 - $15,000 | spouse | -29.2% | yes |
| E | BUY | 02 Sep 2021 | ZTS Zoetis Inc. Class A (ZTS) |
$1,001 - $15,000 | spouse | -9.6% | — |
| — | SELL | 01 Sep 2021 | None gilead Sciences Inc. |
$1,001 - $15,000 | spouse | — | — |
| D | SELL | 24 Aug 2021 | CVS CVS Health Corporation (CVS) |
$1,001 - $15,000 | spouse | — | — |
| E | BUY | 09 Aug 2021 | ABBV AbbVie Inc. (AbbV) |
$1,001 - $15,000 | spouse | +45.4% | — |
| C | BUY | 09 Aug 2021 | ACN Accenture plc Class A Ordinary Sha |
$1,001 - $15,000 | spouse | -6.3% | yes |
| D | BUY | 09 Aug 2021 | ADBE Adobe Inc. (AdbE) |
$1,001 - $15,000 | spouse | -33.3% | yes |
| E | BUY | 09 Aug 2021 | ALLY Ally Financial Inc. (ALLY) |
$1,001 - $15,000 | spouse | -25.8% | — |
| E | BUY | 09 Aug 2021 | AMT American Tower Corporation (REIT) |
$1,001 - $15,000 | spouse | -1.2% | — |
| E | BUY | 09 Aug 2021 | BUD Anheuser-busch Inbev SA Sponsored |
$1,001 - $15,000 | spouse | -2.4% | — |
| E | BUY | 09 Aug 2021 | AON Aon plc Class A Ordinary Shares (A |
$1,001 - $15,000 | spouse | +8.1% | — |
| C | BUY | 09 Aug 2021 | AMAT Applied Materials, Inc. (AMAT) |
$15,001 - $50,000 | spouse | -23.2% | yes |
| E | BUY | 09 Aug 2021 | BX blackstone Inc. (bX) |
$1,001 - $15,000 | spouse | -12.9% | — |
| E | BUY | 09 Aug 2021 | CTAS Cintas Corporation (CTAS) |
$1,001 - $15,000 | spouse | +12.4% | — |
| — | BUY | 09 Aug 2021 | None Credit Suisse uSA Inc. |
$1,001 - $15,000 | spouse | — | — |
| E | BUY | 09 Aug 2021 | CVS CVS Health Corporation (CVS) |
$1,001 - $15,000 | spouse | +33.2% | — |
| E | BUY | 09 Aug 2021 | EW Edwards Lifesciences Corporation ( |
$1,001 - $15,000 | spouse | -11.3% | — |
| E | BUY | 09 Aug 2021 | HD Home depot, Inc. (Hd) |
$1,001 - $15,000 | spouse | -4.0% | — |
| — | BUY | 09 Aug 2021 | None Jefferies group LLC |
$1,001 - $15,000 | spouse | — | — |
| E | BUY | 09 Aug 2021 | JPM JP Morgan Chase & Co. (JPM) |
$1,001 - $15,000 | spouse | -13.3% | — |
| E | BUY | 09 Aug 2021 | MA Mastercard Incorporated (MA) |
$1,001 - $15,000 | spouse | +4.6% | — |
| E | BUY | 09 Aug 2021 | MS Morgan Stanley (MS) |
$1,001 - $15,000 | spouse | -2.3% | — |
| C | BUY | 09 Aug 2021 | NTAP NetApp, Inc. (NTAP) |
$1,001 - $15,000 | spouse | -10.4% | yes |
| C | BUY | 09 Aug 2021 | NXPI NXP Semiconductors N.V. (NXPI) |
$1,001 - $15,000 | spouse | -15.3% | yes |
| E | BUY | 09 Aug 2021 | PFE Pfizer, Inc. (PFE) |
$1,001 - $15,000 | spouse | +15.4% | — |
| E | BUY | 09 Aug 2021 | SBUX Starbucks Corporation (SbuX) |
$1,001 - $15,000 | spouse | -14.0% | — |
| E | BUY | 09 Aug 2021 | TMO Thermo Fisher Scientific Inc (TMO) |
$1,001 - $15,000 | spouse | +9.0% | — |
| D | BUY | 09 Aug 2021 | TMUS T-Mobile uS, Inc. (TMuS) |
$1,001 - $15,000 | spouse | +15.6% | yes |
| E | BUY | 09 Aug 2021 | TT Trane Technologies plc (TT) |
$1,001 - $15,000 | spouse | -3.8% | — |
| E | BUY | 09 Aug 2021 | UNH unitedHealth group Incorporated (u |
$1,001 - $15,000 | spouse | +38.7% | — |
| E | BUY | 09 Aug 2021 | UNH unitedHealth group Incorporated Co |
$1,001 - $15,000 | spouse | +38.7% | — |
| — | BUY | 09 Aug 2021 | None uS bancorp |
$1,001 - $15,000 | spouse | — | — |
| D | BUY | 09 Aug 2021 | VZ Verizon Communications Inc. (VZ) |
$1,001 - $15,000 | spouse | -8.3% | yes |
| — | BUY | 09 Aug 2021 | None ViacomCbS Inc. |
$1,001 - $15,000 | spouse | — | — |
| E | BUY | 09 Aug 2021 | V Visa Inc. (V) |
$1,001 - $15,000 | spouse | +0.3% | — |
| E | BUY | 09 Aug 2021 | WBA Walgreens boots Alliance, Inc. (Wb |
$1,001 - $15,000 | spouse | — | — |
| E | BUY | 09 Aug 2021 | WBK Westpac banking Corporation (WbK) |
$1,001 - $15,000 | spouse | — | — |
| E | BUY | 09 Aug 2021 | ZTS Zoetis Inc. Class A (ZTS) |
$1,001 - $15,000 | spouse | -11.2% | — |
| C | SELL | 02 Aug 2021 | CSCO Cisco Systems, Inc. (CSCO) |
$1,001 - $15,000 | spouse | — | yes |
| D | SELL | 02 Aug 2021 | GIS general Mills, Inc. (gIS) |
$1,001 - $15,000 | spouse | — | — |
| D | SELL | 02 Aug 2021 | HCA HCA Healthcare, Inc. (HCA) |
$1,001 - $15,000 | spouse | — | — |
| B | SELL | 02 Aug 2021 | QCOM QuALCOMM Incorporated (QCOM) |
$1,001 - $15,000 | spouse | — | yes |
| D | SELL | 20 Jul 2020 | WM Waste Management, Inc. (WM) |
$1,001 - $15,000 | spouse | — | — |
| — | SELL | 07 Jul 2020 | None Anheuser-busch Inbev Fin |
$1,001 - $15,000 | spouse | — | — |
| — | SELL | 29 Jun 2020 | None Verizon Comm. Inc. |
$1,001 - $15,000 | spouse | — | — |
| B | BUY | 16 Jun 2020 | CSCO Cisco Systems, Inc. (CSCO) |
$1,001 - $15,000 | spouse | -20.5% | yes |
| D | BUY | 16 Jun 2020 | GIS general Mills, Inc. (gIS) |
$1,001 - $15,000 | spouse | -40.5% | — |
| B | BUY | 16 Jun 2020 | QCOM QuALCOMM Incorporated (QCOM) |
$1,001 - $15,000 | spouse | +14.0% | yes |
| D | BUY | 15 Jun 2020 | HCA HCA Healthcare, Inc. (HCA) |
$1,001 - $15,000 | spouse | +90.6% | — |
| C | SELL | 23 Mar 2020 | ADBE Adobe Inc. (AdbE) |
$1,001 - $15,000 | spouse | — | yes |
| C | SELL | 23 Mar 2020 | GOOGL Alphabet Inc. - Class A (gOOgL) |
$1,001 - $15,000 | spouse | — | yes |
| E | SELL | 23 Mar 2020 | AEP American Electric Power Company, I |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 23 Mar 2020 | AWK American Water Works Company, Inc. |
$1,001 - $15,000 | spouse | — | — |
| C | SELL | 23 Mar 2020 | AAPL Apple Inc. (AAPL) |
$1,001 - $15,000 | spouse | — | yes |
| E | SELL | 23 Mar 2020 | ARCC Ares Capital Corporation - Closed |
$1,001 - $15,000 | spouse | — | — |
| C | SELL | 23 Mar 2020 | T AT&T Inc. (T) |
$1,001 - $15,000 | spouse | — | yes |
| E | SELL | 23 Mar 2020 | AGR Avangrid, Inc. (AgR) |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 23 Mar 2020 | BAC bank of America Corporation (bAC) |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 23 Mar 2020 | BRK.B berkshire Hathaway Inc. New (bRK.b |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 23 Mar 2020 | CB Chubb Limited (Cb) |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 23 Mar 2020 | CINF Cincinnati Financial Corporation ( |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 23 Mar 2020 | CTAS Cintas Corporation (CTAS) |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 23 Mar 2020 | CME CME group Inc. - Class A (CME) |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 23 Mar 2020 | CMS CMS Energy Corporation (CMS) |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 23 Mar 2020 | KO Coca-Cola Company (KO) |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 23 Mar 2020 | CL Colgate-Palmolive Company (CL) |
$1,001 - $15,000 | spouse | — | — |
| C | SELL | 23 Mar 2020 | CMCSA Comcast Corporation - Class A (CMC |
$1,001 - $15,000 | spouse | — | yes |
| E | SELL | 23 Mar 2020 | COST Costco Wholesale Corporation (COST |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 23 Mar 2020 | DHR danaher Corporation (dHR) |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 23 Mar 2020 | D dominion Energy, Inc. (d) |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 23 Mar 2020 | DUK duke Energy Corporation (duK) |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 23 Mar 2020 | EW Edwards Lifesciences Corporation ( |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 23 Mar 2020 | ESS Essex Property Trust, Inc. (ESS) |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 23 Mar 2020 | ES Eversource Energy (ES) |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 23 Mar 2020 | FB Facebook, Inc. - Class A (Fb) |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 23 Mar 2020 | HTA Healthcare Trust of America, Inc. |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 23 Mar 2020 | HD Home depot, Inc. (Hd) |
$1,001 - $15,000 | spouse | — | — |
| C | SELL | 23 Mar 2020 | INTC Intel Corporation (INTC) |
$1,001 - $15,000 | spouse | — | yes |
| E | SELL | 23 Mar 2020 | JNJ Johnson & Johnson (JNJ) |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 23 Mar 2020 | JPM JP Morgan Chase & Co. (JPM) |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 23 Mar 2020 | KMB Kimberly-Clark Corporation (KMb) |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 23 Mar 2020 | LAMR Lamar Advertising Company - Class |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 23 Mar 2020 | MA Mastercard Incorporated (MA) |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 23 Mar 2020 | MCD Mcdonald's Corporation (MCd) |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 23 Mar 2020 | MRK Merck & Company, Inc. Common Stock |
$1,001 - $15,000 | spouse | — | — |
| C | SELL | 23 Mar 2020 | MSFT Microsoft Corporation (MSFT) |
$1,001 - $15,000 | spouse | — | yes |
| E | SELL | 23 Mar 2020 | MAA Mid-America Apartment Communities, |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 23 Mar 2020 | NNN National Retail Properties (NNN) |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 23 Mar 2020 | NEE NextEra Energy, Inc. (NEE) |
$1,001 - $15,000 | spouse | — | — |
| C | SELL | 23 Mar 2020 | PAYX Paychex, Inc. (PAYX) |
$1,001 - $15,000 | spouse | — | yes |
| E | SELL | 23 Mar 2020 | PEP Pepsico, Inc. (PEP) |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 23 Mar 2020 | PG Procter & gamble Company (Pg) |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 23 Mar 2020 | PLD ProLogis, Inc. (PLd) |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 23 Mar 2020 | PHM Pultegroup, Inc. (PHM) |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 23 Mar 2020 | TMO Thermo Fisher Scientific Inc (TMO) |
$1,001 - $15,000 | spouse | — | — |
| D | SELL | 23 Mar 2020 | TMUS T-Mobile uS, Inc. (TMuS) |
$1,001 - $15,000 | spouse | — | yes |
| E | SELL | 23 Mar 2020 | TT Trane Technologies plc (TT) |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 23 Mar 2020 | UNH unitedHealth group Incorporated Co |
$1,001 - $15,000 | spouse | — | — |
| C | SELL | 23 Mar 2020 | VZ Verizon Communications Inc. (VZ) |
$1,001 - $15,000 | spouse | — | yes |
| E | SELL | 23 Mar 2020 | V Visa Inc. (V) |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 23 Mar 2020 | WPC W. P. Carey Inc. REIT (WPC) |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 23 Mar 2020 | WMT Walmart Inc. (WMT) |
$1,001 - $15,000 | spouse | — | — |
| C | SELL | 23 Mar 2020 | DIS Walt disney Company (dIS) |
$1,001 - $15,000 | spouse | — | yes |
| E | SELL | 23 Mar 2020 | XEL Xcel Energy Inc. (XEL) |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 23 Mar 2020 | ZTS Zoetis Inc. Class A (ZTS) |
$1,001 - $15,000 | spouse | — | — |
| B | SELL | 17 Mar 2020 | APH Amphenol Corporation (APH) |
$1,001 - $15,000 | spouse | — | yes |
| D | SELL | 17 Mar 2020 | MGA Magna International, Inc. (MgA) |
$1,001 - $15,000 | spouse | — | — |
| D | SELL | 17 Mar 2020 | PNC PNC Financial Services group, Inc. |
$1,001 - $15,000 | spouse | — | — |
| D | SELL | 17 Mar 2020 | UNP union Pacific Corporation (uNP) |
$1,001 - $15,000 | spouse | — | — |
| D | SELL | 16 Mar 2020 | EPR EPR Properties (EPR) |
$1,001 - $15,000 | spouse | — | — |
| D | SELL | 16 Mar 2020 | SYY Sysco Corporation (SYY) |
$1,001 - $15,000 | spouse | — | — |
| D | SELL | 13 Mar 2020 | PRU Prudential Financial, Inc. (PRu) |
$1,001 - $15,000 | spouse | — | — |
| D | BUY | 18 Feb 2020 | AON Aon plc Class A Ordinary Shares (A |
$1,001 - $15,000 | spouse | -16.0% | — |
| B | BUY | 18 Feb 2020 | TMUS T-Mobile uS, Inc. (TMuS) |
$1,001 - $15,000 | spouse | +9.2% | yes |
| D | SELL | 04 Feb 2020 | PLD ProLogis, Inc. (PLD) |
$1,001 - $15,000 | spouse | — | — |
Click any row for the full trade breakdown.