Trade of the Jerry Moran,
Republican · KS · Senate
In-remit alpha 12m
+7.1%
27 buys in their jurisdiction
Everything else
-1.4%
their other buys
$-weighted 12m
+13.7%
all buys, by size
t-stat (12m)
2.47
outside the noise
Disclosure lag
146 days
trade → public filing
Est. volume
$275.4K
0 option trades
Trading profile
| Disclosed transactions | 188 across 15 filings |
| Buys / sells | 69 / 118 |
| Distinct securities | 43 |
| Estimated volume | $916.6K |
| Traded in family accounts | 75 of 188 |
| Active | 25 Sep 2019 – 23 Jun 2026 |
| Busiest single day | 45 trades 14 Dec 2023 |
45 transactions on a single day is the signature of a managed account being rebalanced rather than 45 separate decisions — which is why the grades below skew low.
What they buy
| Financials | 18 | |
| Technology in remit | 16 | |
| Energy in remit | 12 | |
| Healthcare in remit | 11 | |
| Pharma | 8 | |
| Telecom in remit | 8 |
Committees — what defines their remit
Senate Select Committee on Intelligence Appropriations Commerce, Science, and Transportation Agriculture, Nutrition, and Forestry Veterans' Affairs — Chairman Indian AffairsSubcommittees
Agriculture, Rural Development, Food and Drug Administration, and Related AgenciesDepartment of DefenseCommerce, Justice, Science, and Related AgenciesDepartments of Labor, Health and Human Services, and Education, and Related AgenciesState, Foreign Operations, and Related ProgramsTransportation, Housing and Urban Development, and Related AgenciesAviation, Space, and InnovationTelecommunications and MediaConsumer Protection, Technology, and Data PrivacyCommodities, Derivatives, Risk Management, and TradeRural Development, Energy, and CreditJurisdiction sectors: agriculturecommoditiesdefenseenergyhealthcareindustrialsmaterialstechnologytelecomtransport · access score 0.81
How their trades grade
How often their trades look like discrete, in-jurisdiction decisions rather than managed-account activity.
| A |
|
1 |
| B |
|
15 |
| C |
|
92 |
| D |
|
33 |
| E |
|
47 |
Largest positions
| Ticker | Buys | Est. size | Avg 12m vs SPY |
|---|---|---|---|
| BRK.B | 9 | $58.4K | -2.5% |
| GOOG | 5 | $19.4K | +84.6% |
| BRK-B | 5 | $19.4K | -2.0% |
| XOM | 3 | $11.6K | +51.1% |
| JNJ | 3 | $11.6K | -16.7% |
| INTC | 3 | $11.6K | -22.8% |
| HAL | 3 | $11.6K | +119.4% |
| GILD | 3 | $11.6K | -27.7% |
| V | 2 | $7.7K | -11.6% |
| TXN | 2 | $7.7K | +13.6% |
| PII | 2 | $7.7K | +9.1% |
| PFE | 2 | $7.7K | -4.9% |
All disclosed trades
| Grade | Side | Traded | Ticker | Amount | Owner | 12m vs SPY | Remit |
|---|---|---|---|---|---|---|---|
| B | BUY | 23 Jun 2026 | GOOG Alphabet Inc. - Class C Capital St |
$1,001 - $15,000 | self | — | yes |
| D | BUY | 23 Jun 2026 | BRK.B Berkshire Hathaway Inc. New Common |
$15,001 - $50,000 | self | — | — |
| E | BUY | 27 May 2026 | BRK.B Berkshire Hathaway Inc. New Common |
$1,001 - $15,000 | spouse | — | — |
| E | BUY | 27 May 2026 | BRK.B Berkshire Hathaway Inc. New Common |
$1,001 - $15,000 | spouse | — | — |
| D | BUY | 27 May 2026 | BRK.B Berkshire Hathaway Inc. New Common |
$1,001 - $15,000 | self | — | — |
| B | SELL | 27 May 2026 | GOOG Alphabet Inc. - Class C Capital St |
$1,001 - $15,000 | self | — | yes |
| D | BUY | 27 May 2026 | BRK.B Berkshire Hathaway Inc. New Common |
$1,001 - $15,000 | self | — | — |
| C | SELL | 23 Sep 2025 | GOOG Alphabet Cl C |
$1,001 - $15,000 | spouse | — | yes |
| D | BUY | 23 Sep 2025 | BRK.B Berkshire Hathaway Cl B |
$1,001 - $15,000 | self | — | — |
| B | SELL | 23 Sep 2025 | GOOG Alphabet Cl C |
$1,001 - $15,000 | self | — | yes |
| C | BUY | 08 May 2025 | GOOG Alphabet Cl C |
$1,001 - $15,000 | spouse | +84.6% | yes |
| C | BUY | 08 May 2025 | GOOG Alphabet Cl C |
$1,001 - $15,000 | spouse | +84.6% | yes |
| B | BUY | 08 May 2025 | GOOG Alphabet Cl C |
$1,001 - $15,000 | self | +84.6% | yes |
| B | BUY | 08 May 2025 | GOOG Alphabet Cl C |
$1,001 - $15,000 | self | +84.6% | yes |
| D | BUY | 16 Dec 2024 | BRK.B Berkshire Hathaway Cl B |
$1,001 - $15,000 | self | -12.7% | — |
| E | SELL | 29 Jul 2024 | BRK.B Berkshire Hathaway Cl B |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 29 Jul 2024 | BRK.B Berkshire Hathaway Cl B |
$1,001 - $15,000 | spouse | — | — |
| D | SELL | 29 Jul 2024 | BRK.B Berkshire Hathaway Cl B |
$1,001 - $15,000 | self | — | — |
| D | SELL | 29 Jul 2024 | BRK.B Berkshire Hathaway Cl B |
$15,001 - $50,000 | self | — | — |
| D | SELL | 14 Dec 2023 | VZ Verizon Communications Inc. Common |
$1,001 - $15,000 | spouse | — | yes |
| E | SELL | 14 Dec 2023 | USB U.S. Bancorp Common Stock |
$1,001 - $15,000 | spouse | — | — |
| D | SELL | 14 Dec 2023 | CI The Cigna Group Common Stock |
$1,001 - $15,000 | spouse | — | yes |
| E | SELL | 14 Dec 2023 | PII Polaris Inc. Common Stock |
$1,001 - $15,000 | spouse | — | — |
| D | SELL | 14 Dec 2023 | MSFT Microsoft Corporation - Common Sto |
$1,001 - $15,000 | spouse | — | yes |
| C | SELL | 14 Dec 2023 | META Meta Platforms, Inc. - Class A Com |
$1,001 - $15,000 | spouse | — | yes |
| E | SELL | 14 Dec 2023 | KR Kroger Company |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 14 Dec 2023 | KMB Kimberly-Clark Corporation Common |
$1,001 - $15,000 | spouse | — | — |
| D | SELL | 14 Dec 2023 | JNJ Johnson & Johnson Common Stock |
$1,001 - $15,000 | spouse | — | yes |
| D | SELL | 14 Dec 2023 | INTC Intel Corporation - Common Stock |
$1,001 - $15,000 | spouse | — | yes |
| E | SELL | 14 Dec 2023 | XOM Exxon Mobil Corporation Common Sto |
$1,001 - $15,000 | spouse | — | — |
| C | SELL | 14 Dec 2023 | DVA DaVita Inc. Common Stock |
$1,001 - $15,000 | spouse | — | yes |
| D | SELL | 14 Dec 2023 | CVS CVS Health Corporation Common Stoc |
$1,001 - $15,000 | spouse | — | yes |
| D | SELL | 14 Dec 2023 | CMCSA Comcast Corporation - Class A Comm |
$1,001 - $15,000 | spouse | — | yes |
| D | SELL | 14 Dec 2023 | CSCO Cisco Systems, Inc. - Common Stock |
$1,001 - $15,000 | spouse | — | yes |
| E | SELL | 14 Dec 2023 | CVX Chevron Corporation Common Stock |
$1,001 - $15,000 | spouse | — | — |
| E | BUY | 14 Dec 2023 | BRK.B Berkshire Hathaway Cl B |
$1,001 - $15,000 | spouse | +2.6% | — |
| E | SELL | 14 Dec 2023 | BK Bank of New York Mellon Corp |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 14 Dec 2023 | BAC Bank of America Corp |
$1,001 - $15,000 | spouse | — | — |
| D | SELL | 14 Dec 2023 | AAPL Apple Inc. - Common Stock |
$1,001 - $15,000 | spouse | — | yes |
| D | SELL | 14 Dec 2023 | GOOG Alphabet Cl C |
$1,001 - $15,000 | spouse | — | yes |
| C | SELL | 14 Dec 2023 | VZ Verizon Communications Inc. Common |
$1,001 - $15,000 | self | — | yes |
| E | SELL | 14 Dec 2023 | USB U.S. Bancorp Common Stock |
$1,001 - $15,000 | self | — | — |
| C | SELL | 14 Dec 2023 | CI The Cigna Group Common Stock |
$1,001 - $15,000 | self | — | yes |
| E | SELL | 14 Dec 2023 | PII Polaris Inc. Common Stock |
$1,001 - $15,000 | self | — | — |
| C | SELL | 14 Dec 2023 | PFE Pfizer, Inc. Common Stock |
$1,001 - $15,000 | self | — | yes |
| C | SELL | 14 Dec 2023 | MSFT Microsoft Corporation - Common Sto |
$1,001 - $15,000 | self | — | yes |
| C | SELL | 14 Dec 2023 | META Meta Platforms, Inc. - Class A Com |
$1,001 - $15,000 | self | — | yes |
| E | SELL | 14 Dec 2023 | KR Kroger Company (The) Common Stock |
$1,001 - $15,000 | self | — | — |
| E | SELL | 14 Dec 2023 | KMB Kimberly-Clark Corporation Common |
$1,001 - $15,000 | self | — | — |
| C | SELL | 14 Dec 2023 | JNJ Johnson & Johnson Common Stock |
$1,001 - $15,000 | self | — | yes |
| C | SELL | 14 Dec 2023 | INTC Intel Corporation - Common Stock |
$1,001 - $15,000 | self | — | yes |
| E | SELL | 14 Dec 2023 | HAL Halliburton Company |
$15,001 - $50,000 | self | — | — |
| E | SELL | 14 Dec 2023 | XOM Exxon Mobil Corporation Common Sto |
$1,001 - $15,000 | self | — | — |
| C | SELL | 14 Dec 2023 | DVA DaVita Inc. Common Stock |
$1,001 - $15,000 | self | — | yes |
| C | SELL | 14 Dec 2023 | CVS CVS Health Corporation Common Stoc |
$1,001 - $15,000 | self | — | yes |
| C | SELL | 14 Dec 2023 | CMCSA Comcast Corporation - Class A Comm |
$1,001 - $15,000 | self | — | yes |
| C | SELL | 14 Dec 2023 | CSCO Cisco Systems, Inc. - Common Stock |
$1,001 - $15,000 | self | — | yes |
| E | SELL | 14 Dec 2023 | CVX Chevron Corporation Common Stock |
$1,001 - $15,000 | self | — | — |
| E | BUY | 14 Dec 2023 | BRK.B Berkshire Hathaway Cl B |
$1,001 - $15,000 | self | +2.6% | — |
| E | SELL | 14 Dec 2023 | BK Bank of New York Mellon Corp |
$1,001 - $15,000 | self | — | — |
| E | SELL | 14 Dec 2023 | BAC Bank of America Corp |
$1,001 - $15,000 | self | — | — |
| C | SELL | 14 Dec 2023 | AAPL Apple Inc. - Common Stock |
$1,001 - $15,000 | self | — | yes |
| C | SELL | 14 Dec 2023 | AMZN Amazon.com, Inc. - Common Stock |
$1,001 - $15,000 | self | — | yes |
| C | SELL | 14 Dec 2023 | GOOG Alphabet Cl C |
$1,001 - $15,000 | self | — | yes |
| D | SELL | 21 Dec 2021 | USB U.S. Bancorp Common Stock |
$1,001 - $15,000 | spouse | — | yes |
| D | SELL | 21 Dec 2021 | MSFT Microsoft Corporation - Common Sto |
$1,001 - $15,000 | spouse | — | yes |
| D | SELL | 21 Dec 2021 | GILD Gilead Sciences, Inc. - Common Sto |
$1,001 - $15,000 | spouse | — | yes |
| D | SELL | 21 Dec 2021 | XOM Exxon Mobil Corporation Common Sto |
$1,001 - $15,000 | spouse | — | yes |
| D | SELL | 21 Dec 2021 | CVS CVS Health Corporation Common Stoc |
$1,001 - $15,000 | spouse | — | yes |
| C | SELL | 21 Dec 2021 | BRK.B Berkshire Hathaway Inc. New Common |
$1,001 - $15,000 | spouse | — | yes |
| D | SELL | 21 Dec 2021 | BAC Bank of America Corporation Common |
$1,001 - $15,000 | spouse | — | yes |
| D | SELL | 21 Dec 2021 | AAPL Apple Inc. - Common Stock |
$1,001 - $15,000 | spouse | — | yes |
| E | BUY | 21 Dec 2021 | PII Polaris Inc. Common Stock |
$1,001 - $15,000 | spouse | +9.1% | — |
| C | BUY | 21 Dec 2021 | PFE Pfizer, Inc. Common Stock |
$1,001 - $15,000 | spouse | -4.9% | yes |
| E | BUY | 21 Dec 2021 | KMB Kimberly-Clark Corporation Common |
$1,001 - $15,000 | spouse | +2.9% | — |
| C | BUY | 21 Dec 2021 | CMCSA Comcast Corporation - Class A Comm |
$1,001 - $15,000 | spouse | -13.2% | yes |
| C | BUY | 21 Dec 2021 | CSCO Cisco Systems, Inc. - Common Stock |
$1,001 - $15,000 | spouse | -6.1% | yes |
| C | BUY | 21 Dec 2021 | CI Cigna Corporation Common Stock |
$1,001 - $15,000 | spouse | +40.2% | yes |
| E | BUY | 21 Dec 2021 | BK The Bank of New York Mellon Corpor |
$1,001 - $15,000 | spouse | — | — |
| C | SELL | 21 Dec 2021 | USB U.S. Bancorp Common Stock |
$1,001 - $15,000 | self | — | yes |
| C | SELL | 21 Dec 2021 | MSFT Microsoft Corporation - Common Sto |
$1,001 - $15,000 | self | — | yes |
| E | SELL | 21 Dec 2021 | KR Kroger Company (The) Common Stock |
$1,001 - $15,000 | self | — | — |
| C | SELL | 21 Dec 2021 | GILD Gilead Sciences, Inc. - Common Sto |
$1,001 - $15,000 | self | — | yes |
| E | SELL | 21 Dec 2021 | FB Facebook, Inc. - Class A Common St |
$1,001 - $15,000 | self | — | — |
| C | SELL | 21 Dec 2021 | XOM Exxon Mobil Corporation Common Sto |
$1,001 - $15,000 | self | — | yes |
| B | SELL | 21 Dec 2021 | DVA DaVita Inc. Common Stock |
$1,001 - $15,000 | self | — | yes |
| C | SELL | 21 Dec 2021 | CVS CVS Health Corporation Common Stoc |
$1,001 - $15,000 | self | — | yes |
| C | SELL | 21 Dec 2021 | BRK.B Berkshire Hathaway Inc. New Common |
$1,001 - $15,000 | self | — | yes |
| C | SELL | 21 Dec 2021 | BAC Bank of America Corporation Common |
$1,001 - $15,000 | self | — | yes |
| C | SELL | 21 Dec 2021 | AAPL Apple Inc. - Common Stock |
$1,001 - $15,000 | self | — | yes |
| C | SELL | 21 Dec 2021 | GOOG Alphabet Inc. - Class C Capital St |
$1,001 - $15,000 | self | — | yes |
| C | BUY | 21 Dec 2021 | VZ Verizon Communications Inc. Common |
$1,001 - $15,000 | self | -13.6% | yes |
| E | BUY | 21 Dec 2021 | PII Polaris Inc. Common Stock |
$1,001 - $15,000 | self | +9.1% | — |
| C | BUY | 21 Dec 2021 | PFE Pfizer, Inc. Common Stock |
$1,001 - $15,000 | self | -4.9% | yes |
| E | BUY | 21 Dec 2021 | KMB Kimberly-Clark Corporation Common |
$1,001 - $15,000 | self | +2.9% | — |
| C | BUY | 21 Dec 2021 | CMCSA Comcast Corporation - Class A Comm |
$1,001 - $15,000 | self | -13.2% | yes |
| C | BUY | 21 Dec 2021 | CSCO Cisco Systems, Inc. - Common Stock |
$1,001 - $15,000 | self | -6.1% | yes |
| C | BUY | 21 Dec 2021 | CI Cigna Corporation Common Stock |
$1,001 - $15,000 | self | +40.2% | yes |
| E | BUY | 21 Dec 2021 | BK The Bank of New York Mellon Corpor |
$1,001 - $15,000 | self | — | — |
| D | SELL | 27 Jan 2021 | COST Costco Wholesale Corporation |
$1,001 - $15,000 | spouse | — | — |
| D | SELL | 27 Jan 2021 | COST Costco Wholesale Corporation |
$1,001 - $15,000 | self | — | — |
| D | SELL | 21 Aug 2020 | WFC Wells Fargo & Company |
$1,001 - $15,000 | spouse | — | yes |
| D | SELL | 21 Aug 2020 | DIS The Walt Disney Company |
$1,001 - $15,000 | spouse | — | yes |
| D | SELL | 21 Aug 2020 | V Visa Inc. |
$1,001 - $15,000 | spouse | — | yes |
| D | SELL | 21 Aug 2020 | TXN Texas Instruments Incorporated |
$1,001 - $15,000 | spouse | — | yes |
| C | SELL | 21 Aug 2020 | JPM JPMorgan Chase & Co. |
$1,001 - $15,000 | spouse | — | yes |
| E | SELL | 21 Aug 2020 | KO The Coca-Cola Company |
$1,001 - $15,000 | spouse | — | — |
| D | SELL | 21 Aug 2020 | AAPL Apple Inc. |
$1,001 - $15,000 | spouse | — | yes |
| C | SELL | 21 Aug 2020 | ALL The Allstate Corporation |
$1,001 - $15,000 | spouse | — | yes |
| C | SELL | 21 Aug 2020 | ABBV AbbVie Inc. |
$1,001 - $15,000 | spouse | — | yes |
| E | BUY | 21 Aug 2020 | KR The Kroger Co. |
$1,001 - $15,000 | spouse | +0.2% | — |
| C | BUY | 21 Aug 2020 | CVX Chevron Corporation |
$1,001 - $15,000 | spouse | -8.3% | yes |
| D | BUY | 21 Aug 2020 | BRK-B Berkshire Hathaway Inc. |
$1,001 - $15,000 | spouse | -7.7% | yes |
| C | SELL | 21 Aug 2020 | WFC Wells Fargo & Company |
$1,001 - $15,000 | self | — | yes |
| C | SELL | 21 Aug 2020 | DIS The Walt Disney Company |
$1,001 - $15,000 | self | — | yes |
| C | SELL | 21 Aug 2020 | V Visa Inc. |
$1,001 - $15,000 | self | — | yes |
| C | SELL | 21 Aug 2020 | TXN Texas Instruments Incorporated |
$1,001 - $15,000 | self | — | yes |
| E | SELL | 21 Aug 2020 | RDS-B Royal Dutch Shell plc |
$1,001 - $15,000 | self | — | — |
| C | SELL | 21 Aug 2020 | OXY Occidental Petroleum Corporation |
$1,001 - $15,000 | self | — | yes |
| C | SELL | 21 Aug 2020 | MPC Marathon Petroleum Corporation |
$1,001 - $15,000 | self | — | yes |
| C | SELL | 21 Aug 2020 | JPM JPMorgan Chase & Co. |
$1,001 - $15,000 | self | — | yes |
| E | SELL | 21 Aug 2020 | COST Costco Wholesale Corporation |
$1,001 - $15,000 | self | — | — |
| E | SELL | 21 Aug 2020 | KO The Coca-Cola Company |
$1,001 - $15,000 | self | — | — |
| C | SELL | 21 Aug 2020 | BRK-B Berkshire Hathaway Inc. |
$1,001 - $15,000 | self | — | yes |
| C | SELL | 21 Aug 2020 | AAPL Apple Inc. |
$1,001 - $15,000 | self | — | yes |
| C | SELL | 21 Aug 2020 | ALL The Allstate Corporation |
$1,001 - $15,000 | self | — | yes |
| C | SELL | 21 Aug 2020 | ABBV AbbVie Inc. |
$1,001 - $15,000 | self | — | yes |
| E | BUY | 21 Aug 2020 | KR The Kroger Co. |
$1,001 - $15,000 | self | +0.2% | — |
| C | BUY | 21 Aug 2020 | USB U.S. Bancorp |
$1,001 - $15,000 | self | +21.3% | yes |
| C | BUY | 21 Aug 2020 | JNJ Johnson & Johnson |
$1,001 - $15,000 | self | -18.6% | yes |
| C | BUY | 21 Aug 2020 | INTC Intel Corporation |
$1,001 - $15,000 | self | -24.3% | yes |
| C | BUY | 21 Aug 2020 | GILD Gilead Sciences, Inc. |
$1,001 - $15,000 | self | -20.3% | yes |
| C | BUY | 21 Aug 2020 | CVS CVS Health Corporation |
$1,001 - $15,000 | self | +12.1% | yes |
| C | BUY | 21 Aug 2020 | CVX Chevron Corporation |
$1,001 - $15,000 | self | -8.3% | yes |
| C | BUY | 21 Aug 2020 | BAC Bank of America Corporation |
$1,001 - $15,000 | self | +27.9% | yes |
| B | SELL | 01 Apr 2020 | VZ Verizon Communications Inc. (Excha |
$1,001 - $15,000 | joint | — | yes |
| C | SELL | 10 Mar 2020 | VUSFX Vanguard Ultra-Short-Term Bond Fun |
$15,001 - $50,000 | self | — | — |
| A | BUY | 10 Mar 2020 | HAL Halliburton Company |
$1,001 - $15,000 | self | +69.1% | yes |
| B | BUY | 10 Mar 2020 | XOM Exxon Mobil Corporation |
$1,001 - $15,000 | self | +67.9% | yes |
| B | BUY | 10 Mar 2020 | BRK-B Berkshire Hathaway Inc. |
$1,001 - $15,000 | self | +9.6% | yes |
| C | SELL | 10 Mar 2020 | VWO Vanguard FTSE Emerging Markets Ind |
$15,001 - $50,000 | self | — | — |
| B | BUY | 10 Mar 2020 | HAL Halliburton Company |
$1,001 - $15,000 | self | +69.1% | yes |
| B | BUY | 10 Mar 2020 | XOM Exxon Mobil Corporation |
$1,001 - $15,000 | self | +67.9% | yes |
| B | BUY | 10 Mar 2020 | BRK-B Berkshire Hathaway Inc. |
$1,001 - $15,000 | self | +9.6% | yes |
| D | SELL | 10 Mar 2020 | VWO Vanguard FTSE Emerging Markets Ind |
$15,001 - $50,000 | self | — | — |
| B | BUY | 10 Mar 2020 | HAL Halliburton Company |
$1,001 - $15,000 | joint | +220.0% | yes |
| B | BUY | 10 Mar 2020 | XOM Exxon Mobil Corporation |
$1,001 - $15,000 | self | +17.4% | yes |
| B | BUY | 10 Mar 2020 | BRK-B Berkshire Hathaway Inc. |
$1,001 - $15,000 | self | -26.6% | yes |
| C | SELL | 25 Sep 2019 | WFC Wells Fargo & Company |
$1,001 - $15,000 | spouse | — | yes |
| C | SELL | 25 Sep 2019 | DIS The Walt Disney Company |
$1,001 - $15,000 | spouse | — | yes |
| C | BUY | 25 Sep 2019 | V Visa Inc. |
$1,001 - $15,000 | spouse | -11.6% | yes |
| C | SELL | 25 Sep 2019 | VZ Verizon Communications Inc. |
$1,001 - $15,000 | spouse | — | yes |
| C | BUY | 25 Sep 2019 | TXN Texas Instruments Incorporated |
$1,001 - $15,000 | spouse | +13.6% | yes |
| E | SELL | 25 Sep 2019 | JNK SPDR Bloomberg Barclays High Yield |
$15,001 - $50,000 | spouse | — | — |
| C | BUY | 25 Sep 2019 | OXY Occidental Petroleum Corporation |
$1,001 - $15,000 | spouse | +30.8% | yes |
| C | BUY | 25 Sep 2019 | MPC Marathon Petroleum Corporation |
$1,001 - $15,000 | spouse | +31.9% | yes |
| C | BUY | 25 Sep 2019 | JNJ Johnson & Johnson |
$1,001 - $15,000 | spouse | -15.8% | yes |
| C | BUY | 25 Sep 2019 | INTC Intel Corporation |
$1,001 - $15,000 | spouse | -22.1% | yes |
| C | BUY | 25 Sep 2019 | GILD Gilead Sciences, Inc. |
$1,001 - $15,000 | spouse | -31.4% | yes |
| E | SELL | 25 Sep 2019 | GIS General Mills, Inc. |
$1,001 - $15,000 | spouse | — | — |
| E | BUY | 25 Sep 2019 | FB Facebook, Inc. |
$1,001 - $15,000 | spouse | — | — |
| C | SELL | 25 Sep 2019 | XOM Exxon Mobil Corporation |
$1,001 - $15,000 | spouse | — | yes |
| E | SELL | 25 Sep 2019 | COST Costco Wholesale Corporation |
$1,001 - $15,000 | spouse | — | — |
| E | BUY | 25 Sep 2019 | KO The Coca-Cola Company |
$1,001 - $15,000 | spouse | -10.2% | — |
| C | SELL | 25 Sep 2019 | AAPL Apple Inc. |
$1,001 - $15,000 | spouse | — | yes |
| C | SELL | 25 Sep 2019 | WFC Wells Fargo & Company |
$1,001 - $15,000 | self | — | yes |
| C | SELL | 25 Sep 2019 | DIS The Walt Disney Company |
$1,001 - $15,000 | self | — | yes |
| C | BUY | 25 Sep 2019 | V Visa Inc. |
$1,001 - $15,000 | self | -11.6% | yes |
| C | SELL | 25 Sep 2019 | VZ Verizon Communications Inc. |
$1,001 - $15,000 | self | — | yes |
| C | SELL | 25 Sep 2019 | USB U.S. Bancorp |
$1,001 - $15,000 | self | — | yes |
| C | BUY | 25 Sep 2019 | TXN Texas Instruments Incorporated |
$1,001 - $15,000 | self | +13.6% | yes |
| E | SELL | 25 Sep 2019 | JNK SPDR Bloomberg Barclays High Yield |
$15,001 - $50,000 | self | — | — |
| C | BUY | 25 Sep 2019 | OXY Occidental Petroleum Corporation |
$1,001 - $15,000 | self | +30.8% | yes |
| C | SELL | 25 Sep 2019 | MSFT Microsoft Corporation |
$1,001 - $15,000 | self | — | yes |
| C | BUY | 25 Sep 2019 | MPC Marathon Petroleum Corporation |
$1,001 - $15,000 | self | +31.9% | yes |
| C | BUY | 25 Sep 2019 | JNJ Johnson & Johnson |
$1,001 - $15,000 | self | -15.8% | yes |
| C | BUY | 25 Sep 2019 | INTC Intel Corporation |
$1,001 - $15,000 | self | -22.1% | yes |
| C | BUY | 25 Sep 2019 | GILD Gilead Sciences, Inc. |
$1,001 - $15,000 | self | -31.4% | yes |
| E | SELL | 25 Sep 2019 | GIS General Mills, Inc. |
$1,001 - $15,000 | self | — | — |
| E | BUY | 25 Sep 2019 | FB Facebook, Inc. |
$1,001 - $15,000 | self | — | — |
| C | SELL | 25 Sep 2019 | XOM Exxon Mobil Corporation |
$1,001 - $15,000 | self | — | yes |
| C | SELL | 25 Sep 2019 | CVS CVS Health Corporation |
$1,001 - $15,000 | self | — | yes |
| E | SELL | 25 Sep 2019 | COST Costco Wholesale Corporation |
$1,001 - $15,000 | self | — | — |
| E | BUY | 25 Sep 2019 | KO The Coca-Cola Company |
$1,001 - $15,000 | self | -10.2% | — |
| C | BUY | 25 Sep 2019 | BRK-B Berkshire Hathaway Inc. |
$1,001 - $15,000 | self | +5.2% | yes |
| C | SELL | 25 Sep 2019 | BAC Bank of America Corporation |
$1,001 - $15,000 | self | — | yes |
| C | SELL | 25 Sep 2019 | AAPL Apple Inc. |
$1,001 - $15,000 | self | — | yes |
| C | BUY | 25 Sep 2019 | AMZN Amazon.com, Inc. |
$1,001 - $15,000 | self | -30.8% | yes |
Click any row for the full trade breakdown.