Trade of the Jared Moskowitz
Democrat · FL-23 · House
In-remit alpha 12m
+6.1%
35 buys in their jurisdiction
Everything else
-9.2%
their other buys
$-weighted 12m
-4.9%
all buys, by size
t-stat (12m)
-2.12
outside the noise
Disclosure lag
100 days
trade → public filing
Est. volume
$1.3M
0 option trades
Trading profile
| Disclosed transactions | 463 across 20 filings |
| Buys / sells | 299 / 164 |
| Distinct securities | 110 |
| Estimated volume | $2.6M |
| Traded in family accounts | 230 of 463 |
| Active | 13 Feb 2023 – 18 Jun 2026 |
| Busiest single day | 58 trades 05 Jul 2024 |
58 transactions on a single day is the signature of a managed account being rebalanced rather than 58 separate decisions — which is why the grades below skew low.
What they buy
| Technology in remit | 99 | |
| Healthcare | 53 | |
| Financials | 37 | |
| Industrials | 31 | |
| Pharma | 22 | |
| Telecom in remit | 17 | |
| Utilities | 17 | |
| Materials | 15 |
Committees — what defines their remit
the Judiciary Foreign Affairs House Select Subcommittee to Investigate the Remaining Questions Surrounding January 6, 2021Subcommittees
Crime and Federal Government SurveillanceOversightEast Asia and PacificOversight and IntelligenceJurisdiction sectors: defenseenergytechnologytelecom · access score 0.59
How their trades grade
How often their trades look like discrete, in-jurisdiction decisions rather than managed-account activity.
| A |
|
3 |
| B |
|
10 |
| C |
|
56 |
| D |
|
119 |
| E |
|
275 |
Largest positions
| Ticker | Buys | Est. size | Avg 12m vs SPY |
|---|---|---|---|
| AVGO | 9 | $58.4K | +94.4% |
| GS | 7 | $50.6K | +33.0% |
| AXP | 4 | $39.0K | — |
| NVDA | 10 | $38.7K | +45.5% |
| DELL | 3 | $35.1K | — |
| CSCO | 3 | $35.1K | — |
| GWW | 2 | $31.3K | -16.8% |
| AMZN | 8 | $31.0K | +0.8% |
| ADI | 8 | $31.0K | -1.3% |
| XLE | 1 | $27.4K | -10.5% |
| SHW | 7 | $27.1K | -23.5% |
| TSCO | 6 | $23.2K | -19.0% |
All disclosed trades
| Grade | Side | Traded | Ticker | Amount | Owner | 12m vs SPY | Remit |
|---|---|---|---|---|---|---|---|
| B | BUY | 18 Jun 2026 | AMAT Applied Materials, Inc. - Common S |
$1,001 - $15,000 | dependent child | — | yes |
| B | BUY | 18 Jun 2026 | AMAT Applied Materials, Inc. - Common S |
$1,001 - $15,000 | dependent child | — | yes |
| B | BUY | 18 Jun 2026 | AMAT Applied Materials, Inc. - Common S |
$1,001 - $15,000 | self | — | yes |
| E | BUY | 17 Jun 2026 | HCA HCA Healthcare, Inc. Common Stock |
$1,001 - $15,000 | dependent child | — | — |
| D | BUY | 17 Jun 2026 | HCA HCA Healthcare, Inc. Common Stock |
$1,001 - $15,000 | self | — | — |
| E | BUY | 17 Jun 2026 | HD Home Depot, Inc. (HD) |
$1,001 - $15,000 | self | — | — |
| C | BUY | 17 Jun 2026 | META Meta Platforms, Inc. - Class A Com |
$1,001 - $15,000 | dependent child | — | yes |
| C | BUY | 17 Jun 2026 | META Meta Platforms, Inc. - Class A Com |
$1,001 - $15,000 | self | — | yes |
| C | BUY | 17 Jun 2026 | MSFT Microsoft Corporation - Common Sto |
$1,001 - $15,000 | dependent child | — | yes |
| C | BUY | 17 Jun 2026 | MSFT Microsoft Corporation - Common Sto |
$1,001 - $15,000 | self | — | yes |
| E | BUY | 17 Jun 2026 | MNST Monster Beverage Corporation - Com |
$1,001 - $15,000 | dependent child | — | — |
| D | BUY | 17 Jun 2026 | MNST Monster Beverage Corporation - Com |
$1,001 - $15,000 | self | — | — |
| E | SELL | 17 Jun 2026 | SPGI S&P Global Inc. Common Stock (SPGI |
$1,001 - $15,000 | dependent child | — | — |
| E | SELL | 17 Jun 2026 | SPGI S&P Global Inc. Common Stock (SPGI |
$1,001 - $15,000 | dependent child | — | — |
| D | SELL | 17 Jun 2026 | SPGI S&P Global Inc. Common Stock (SPGI |
$1,001 - $15,000 | self | — | — |
| A | BUY | 12 Jun 2026 | SPCX Space Exploration Technologies Cor |
$1,001 - $15,000 | self | — | yes |
| D | SELL | 06 May 2026 | COR Cencora, Inc. Common Stock (COR) |
$1,001 - $15,000 | dependent child | — | — |
| D | SELL | 06 May 2026 | COR Cencora, Inc. Common Stock (COR) |
$1,001 - $15,000 | self | — | — |
| D | BUY | 06 May 2026 | GILD Gilead Sciences, Inc. - Common Sto |
$1,001 - $15,000 | dependent child | — | — |
| D | BUY | 06 May 2026 | GILD Gilead Sciences, Inc. - Common Sto |
$1,001 - $15,000 | self | — | — |
| E | BUY | 31 Mar 2026 | AXP American Express Company Common St |
$1,001 - $15,000 | self | — | — |
| C | BUY | 31 Mar 2026 | ASML ASML Holding N.V. - New York Regis |
$1,001 - $15,000 | self | — | yes |
| C | BUY | 31 Mar 2026 | AVGO Broadcom Inc. - Common Stock (AVGO |
$1,001 - $15,000 | self | — | yes |
| E | SELL | 31 Mar 2026 | CAT Caterpillar, Inc. Common Stock (CA |
$1,001 - $15,000 | self | — | — |
| E | BUY | 31 Mar 2026 | COR Cencora, Inc. Common Stock (COR) |
$1,001 - $15,000 | self | — | — |
| E | BUY | 31 Mar 2026 | CB Chubb Limited Common Stock (CB) |
$1,001 - $15,000 | self | — | — |
| E | SELL | 31 Mar 2026 | CMI Cummins Inc. Common Stock (CMI) |
$1,001 - $15,000 | self | — | — |
| C | BUY | 31 Mar 2026 | GE GE Aerospace Common Stock (GE) |
$1,001 - $15,000 | self | — | yes |
| C | BUY | 31 Mar 2026 | GD General Dynamics Corporation Commo |
$1,001 - $15,000 | self | — | yes |
| E | BUY | 31 Mar 2026 | HD Home Depot, Inc. (HD) |
$1,001 - $15,000 | self | — | — |
| E | BUY | 31 Mar 2026 | MCD McDonald's Corporation Common Stoc |
$1,001 - $15,000 | self | — | — |
| C | BUY | 31 Mar 2026 | MSI Motorola Solutions, Inc. Common St |
$1,001 - $15,000 | self | — | yes |
| C | BUY | 31 Mar 2026 | PANW Palo Alto Networks, Inc. (PANW) |
$1,001 - $15,000 | self | — | yes |
| E | BUY | 31 Mar 2026 | PH Parker-Hannifin Corporation Common |
$1,001 - $15,000 | self | — | — |
| B | SELL | 31 Mar 2026 | QCOM QUALCOMM Incorporated - Common Sto |
$15,001 - $50,000 | self | — | yes |
| D | SELL | 23 Mar 2026 | ACN Accenture plc Class A Ordinary Sha |
$1,001 - $15,000 | dependent child | — | yes |
| D | SELL | 23 Mar 2026 | ACN Accenture plc Class A Ordinary Sha |
$1,001 - $15,000 | dependent child | — | yes |
| C | SELL | 23 Mar 2026 | ACN Accenture plc Class A Ordinary Sha |
$1,001 - $15,000 | self | — | yes |
| C | BUY | 23 Mar 2026 | ASML ASML Holding N.V. - New York Regis |
$1,001 - $15,000 | dependent child | — | yes |
| D | BUY | 23 Mar 2026 | ASML ASML Holding N.V. - New York Regis |
$1,001 - $15,000 | dependent child | — | yes |
| C | BUY | 23 Mar 2026 | ASML ASML Holding N.V. - New York Regis |
$1,001 - $15,000 | self | — | yes |
| D | SELL | 23 Mar 2026 | ADP Automatic Data Processing, Inc. - |
$1,001 - $15,000 | dependent child | — | yes |
| D | SELL | 23 Mar 2026 | ADP Automatic Data Processing, Inc. - |
$1,001 - $15,000 | dependent child | — | yes |
| C | SELL | 23 Mar 2026 | ADP Automatic Data Processing, Inc. - |
$1,001 - $15,000 | self | — | yes |
| E | SELL | 23 Mar 2026 | BRO Brown & Brown, Inc. Common Stock ( |
$1,001 - $15,000 | dependent child | — | — |
| E | SELL | 23 Mar 2026 | BRO Brown & Brown, Inc. Common Stock ( |
$1,001 - $15,000 | dependent child | — | — |
| E | SELL | 23 Mar 2026 | BRO Brown & Brown, Inc. Common Stock ( |
$1,001 - $15,000 | self | — | — |
| E | BUY | 23 Mar 2026 | COR Cencora, Inc. Common Stock (COR) |
$1,001 - $15,000 | dependent child | — | — |
| E | BUY | 23 Mar 2026 | COR Cencora, Inc. Common Stock (COR) |
$1,001 - $15,000 | self | — | — |
| C | BUY | 23 Mar 2026 | GE GE Aerospace Common Stock (GE) |
$1,001 - $15,000 | dependent child | — | yes |
| C | BUY | 23 Mar 2026 | GE GE Aerospace Common Stock (GE) |
$1,001 - $15,000 | self | — | yes |
| C | BUY | 23 Mar 2026 | GD General Dynamics Corporation Commo |
$1,001 - $15,000 | dependent child | — | yes |
| C | BUY | 23 Mar 2026 | GD General Dynamics Corporation Commo |
$1,001 - $15,000 | self | — | yes |
| E | BUY | 23 Mar 2026 | MNST Monster Beverage Corporation - Com |
$1,001 - $15,000 | dependent child | — | — |
| E | BUY | 23 Mar 2026 | MNST Monster Beverage Corporation - Com |
$1,001 - $15,000 | self | — | — |
| C | BUY | 23 Mar 2026 | MSI Motorola Solutions, Inc. Common St |
$1,001 - $15,000 | dependent child | — | yes |
| C | BUY | 23 Mar 2026 | MSI Motorola Solutions, Inc. Common St |
$1,001 - $15,000 | self | — | yes |
| D | SELL | 23 Mar 2026 | ORCL Oracle Corporation Common Stock (O |
$1,001 - $15,000 | dependent child | — | yes |
| D | SELL | 23 Mar 2026 | ORCL Oracle Corporation Common Stock (O |
$1,001 - $15,000 | dependent child | — | yes |
| C | SELL | 23 Mar 2026 | ORCL Oracle Corporation Common Stock (O |
$15,001 - $50,000 | self | — | yes |
| C | BUY | 23 Mar 2026 | PANW Palo Alto Networks, Inc. (PANW) |
$1,001 - $15,000 | dependent child | — | yes |
| C | BUY | 23 Mar 2026 | PANW Palo Alto Networks, Inc. (PANW) |
$1,001 - $15,000 | self | — | yes |
| E | BUY | 23 Mar 2026 | PH Parker-Hannifin Corporation Common |
$1,001 - $15,000 | dependent child | — | — |
| E | BUY | 23 Mar 2026 | PH Parker-Hannifin Corporation Common |
$1,001 - $15,000 | self | — | — |
| E | SELL | 23 Mar 2026 | CI The Cigna Group Common Stock (CI) |
$1,001 - $15,000 | dependent child | — | — |
| E | SELL | 23 Mar 2026 | CI The Cigna Group Common Stock (CI) |
$1,001 - $15,000 | self | — | — |
| E | BUY | 23 Mar 2026 | TJX TJX Companies, Inc. (TJX) |
$1,001 - $15,000 | self | — | — |
| E | SELL | 23 Mar 2026 | TSCO Tractor Supply Company - Common St |
$1,001 - $15,000 | dependent child | — | — |
| E | SELL | 23 Mar 2026 | TSCO Tractor Supply Company - Common St |
$1,001 - $15,000 | dependent child | — | — |
| D | SELL | 23 Mar 2026 | TSCO Tractor Supply Company - Common St |
$15,001 - $50,000 | self | — | — |
| B | SELL | 27 Feb 2026 | ROP Roper Technologies, Inc. (ROP) |
$1,001 - $15,000 | dependent child | — | yes |
| B | SELL | 27 Feb 2026 | ROP Roper Technologies, Inc. (ROP) |
$1,001 - $15,000 | dependent child | — | yes |
| B | SELL | 27 Feb 2026 | ROP Roper Technologies, Inc. (ROP) |
$1,001 - $15,000 | self | — | yes |
| D | BUY | 02 Dec 2025 | ATO Atmos Energy Corporation Common St |
$1,001 - $15,000 | self | — | — |
| E | BUY | 02 Dec 2025 | MCK McKesson Corporation Common Stock |
$1,001 - $15,000 | dependent child | — | — |
| D | BUY | 02 Dec 2025 | MCK McKesson Corporation Common Stock |
$1,001 - $15,000 | self | — | — |
| E | SELL | 02 Dec 2025 | PEP Pepsico, Inc. (PEP) |
$1,001 - $15,000 | dependent child | — | — |
| E | SELL | 02 Dec 2025 | PEP Pepsico, Inc. (PEP) |
$1,001 - $15,000 | dependent child | — | — |
| D | SELL | 02 Dec 2025 | PEP Pepsico, Inc. (PEP) |
$15,001 - $50,000 | self | — | — |
| D | BUY | 02 Dec 2025 | PEG Public Service Enterprise Group In |
$1,001 - $15,000 | self | — | — |
| D | BUY | 02 Dec 2025 | SO Southern Company (SO) |
$1,001 - $15,000 | self | — | — |
| E | BUY | 10 Oct 2025 | AXP American Express Company Common St |
$1,001 - $15,000 | dependent child | — | — |
| E | BUY | 10 Oct 2025 | AXP American Express Company Common St |
$1,001 - $15,000 | dependent child | — | — |
| E | BUY | 10 Oct 2025 | AXP American Express Company Common St |
$15,001 - $50,000 | self | — | — |
| D | BUY | 10 Oct 2025 | AVGO Broadcom Inc. - Common Stock (AVGO |
$1,001 - $15,000 | dependent child | — | yes |
| D | BUY | 10 Oct 2025 | AVGO Broadcom Inc. - Common Stock (AVGO |
$1,001 - $15,000 | dependent child | — | yes |
| C | BUY | 10 Oct 2025 | AVGO Broadcom Inc. - Common Stock (AVGO |
$15,001 - $50,000 | self | — | yes |
| E | SELL | 10 Oct 2025 | CARR Carrier Global Corporation Common |
$1,001 - $15,000 | dependent child | — | — |
| E | SELL | 10 Oct 2025 | CARR Carrier Global Corporation Common |
$1,001 - $15,000 | dependent child | — | — |
| E | SELL | 10 Oct 2025 | CARR Carrier Global Corporation Common |
$1,001 - $15,000 | self | — | — |
| C | BUY | 10 Oct 2025 | CSCO Cisco Systems, Inc. - Common Stock |
$1,001 - $15,000 | dependent child | — | yes |
| D | BUY | 10 Oct 2025 | CSCO Cisco Systems, Inc. - Common Stock |
$1,001 - $15,000 | dependent child | — | yes |
| C | BUY | 10 Oct 2025 | CSCO Cisco Systems, Inc. - Common Stock |
$15,001 - $50,000 | self | — | yes |
| C | BUY | 10 Oct 2025 | DELL Dell Technologies Inc. Class C Com |
$1,001 - $15,000 | dependent child | — | yes |
| D | BUY | 10 Oct 2025 | DELL Dell Technologies Inc. Class C Com |
$1,001 - $15,000 | dependent child | — | yes |
| C | BUY | 10 Oct 2025 | DELL Dell Technologies Inc. Class C Com |
$15,001 - $50,000 | self | — | yes |
| E | BUY | 10 Oct 2025 | GS Goldman Sachs Group, Inc. (GS) |
$1,001 - $15,000 | dependent child | — | — |
| E | BUY | 10 Oct 2025 | GS Goldman Sachs Group, Inc. (GS) |
$1,001 - $15,000 | dependent child | — | — |
| E | BUY | 10 Oct 2025 | GS Goldman Sachs Group, Inc. (GS) |
$15,001 - $50,000 | self | — | — |
| E | SELL | 10 Oct 2025 | JNJ Johnson & Johnson Common Stock (JN |
$1,001 - $15,000 | dependent child | — | — |
| E | SELL | 10 Oct 2025 | JNJ Johnson & Johnson Common Stock (JN |
$1,001 - $15,000 | dependent child | — | — |
| E | BUY | 10 Oct 2025 | MCK McKesson Corporation Common Stock |
$1,001 - $15,000 | dependent child | — | — |
| E | SELL | 10 Oct 2025 | SHW Sherwin-Williams Company (SHW) |
$1,001 - $15,000 | dependent child | — | — |
| E | SELL | 10 Oct 2025 | SHW Sherwin-Williams Company (SHW) |
$15,001 - $50,000 | self | — | — |
| E | SELL | 10 Oct 2025 | SHW Sherwin-Williams Company (SHW) |
$1,001 - $15,000 | dependent child | — | — |
| C | BUY | 10 Oct 2025 | TSM Taiwan Semiconductor Manufacturing |
$1,001 - $15,000 | dependent child | — | yes |
| C | BUY | 10 Oct 2025 | TSM Taiwan Semiconductor Manufacturing |
$1,001 - $15,000 | self | — | yes |
| D | BUY | 10 Oct 2025 | TSM Taiwan Semiconductor Manufacturing |
$1,001 - $15,000 | dependent child | — | yes |
| D | SELL | 10 Oct 2025 | TXN Texas Instruments Incorporated - C |
$1,001 - $15,000 | dependent child | — | yes |
| C | SELL | 10 Oct 2025 | TXN Texas Instruments Incorporated - C |
$15,001 - $50,000 | self | — | yes |
| D | SELL | 10 Oct 2025 | TXN Texas Instruments Incorporated - C |
$1,001 - $15,000 | dependent child | — | yes |
| D | BUY | 15 May 2025 | HCA HCA Healthcare, Inc. Common Stock |
$1,001 - $15,000 | self | -18.0% | — |
| E | BUY | 15 May 2025 | HCA HCA Healthcare, Inc. Common Stock |
$1,001 - $15,000 | dependent child | -18.0% | — |
| D | BUY | 15 May 2025 | CI The Cigna Group Common Stock (CI) |
$1,001 - $15,000 | dependent child | -35.8% | — |
| D | BUY | 15 May 2025 | CI The Cigna Group Common Stock (CI) |
$1,001 - $15,000 | self | -35.8% | — |
| E | SELL | 15 May 2025 | UNH UnitedHealth Group Incorporated Co |
$1,001 - $15,000 | dependent child | — | — |
| E | SELL | 15 May 2025 | UNH UnitedHealth Group Incorporated Co |
$1,001 - $15,000 | dependent child | — | — |
| D | SELL | 15 May 2025 | UNH UnitedHealth Group Incorporated Co |
$1,001 - $15,000 | self | — | — |
| D | BUY | 16 Apr 2025 | AMGN Amgen Inc. - Common Stock (AMGN) |
$1,001 - $15,000 | dependent child | +1.8% | — |
| D | BUY | 16 Apr 2025 | AMGN Amgen Inc. - Common Stock (AMGN) |
$1,001 - $15,000 | self | +1.8% | — |
| C | BUY | 16 Apr 2025 | NVDA NVIDIA Corporation - Common Stock |
$1,001 - $15,000 | dependent child | +52.6% | yes |
| B | BUY | 16 Apr 2025 | NVDA NVIDIA Corporation - Common Stock |
$1,001 - $15,000 | self | +52.6% | yes |
| E | SELL | 10 Apr 2025 | GS Goldman Sachs Group, Inc. (GS) |
$1,001 - $15,000 | dependent child | — | — |
| E | SELL | 10 Apr 2025 | GS Goldman Sachs Group, Inc. (GS) |
$1,001 - $15,000 | dependent child | — | — |
| D | SELL | 10 Apr 2025 | GS Goldman Sachs Group, Inc. (GS) |
$15,001 - $50,000 | self | — | — |
| E | SELL | 10 Apr 2025 | SBUX Starbucks Corporation - Common Sto |
$1,001 - $15,000 | dependent child | — | — |
| E | SELL | 10 Apr 2025 | SBUX Starbucks Corporation - Common Sto |
$1,001 - $15,000 | dependent child | — | — |
| D | SELL | 10 Apr 2025 | SBUX Starbucks Corporation - Common Sto |
$1,001 - $15,000 | self | — | — |
| E | BUY | 07 Apr 2025 | ABBV AbbVie Inc. Common Stock (ABBV) |
$1,001 - $15,000 | self | -9.2% | — |
| C | BUY | 07 Apr 2025 | ACN Accenture plc Class A Ordinary Sha |
$1,001 - $15,000 | self | -74.0% | yes |
| C | BUY | 07 Apr 2025 | AMZN Amazon.com, Inc. - Common Stock (A |
$1,001 - $15,000 | self | -2.3% | yes |
| C | BUY | 07 Apr 2025 | ADI Analog Devices, Inc. - Common Stoc |
$1,001 - $15,000 | self | +62.8% | yes |
| E | BUY | 07 Apr 2025 | CARR Carrier Global Corporation Common |
$1,001 - $15,000 | self | -38.6% | — |
| E | BUY | 07 Apr 2025 | CAT Caterpillar, Inc. Common Stock (CA |
$1,001 - $15,000 | self | +140.3% | — |
| E | BUY | 07 Apr 2025 | GS Goldman Sachs Group, Inc. (GS) |
$1,001 - $15,000 | self | +33.5% | — |
| E | BUY | 07 Apr 2025 | HON Honeywell International Inc. (HON) |
$1,001 - $15,000 | self | -19.8% | — |
| E | BUY | 07 Apr 2025 | ITW Illinois Tool Works Inc. Common St |
$1,001 - $15,000 | self | -25.3% | — |
| D | SELL | 07 Apr 2025 | LECO Lincoln Electric Holdings, Inc. - |
$1,001 - $15,000 | self | — | — |
| E | BUY | 07 Apr 2025 | LIN Linde plc - Ordinary Shares (LIN) |
$1,001 - $15,000 | self | -16.5% | — |
| C | BUY | 07 Apr 2025 | LMT Lockheed Martin Corporation Common |
$1,001 - $15,000 | self | -15.4% | yes |
| E | SELL | 07 Apr 2025 | NEE NextEra Energy, Inc. Common Stock |
$1,001 - $15,000 | self | — | — |
| C | BUY | 07 Apr 2025 | NVDA NVIDIA Corporation - Common Stock |
$1,001 - $15,000 | self | +52.6% | yes |
| C | BUY | 07 Apr 2025 | ORCL Oracle Corporation Common Stock (O |
$1,001 - $15,000 | self | -7.7% | yes |
| E | BUY | 07 Apr 2025 | PEP Pepsico, Inc. (PEP) |
$1,001 - $15,000 | self | -7.7% | — |
| C | BUY | 07 Apr 2025 | QCOM QUALCOMM Incorporated - Common Sto |
$1,001 - $15,000 | self | +11.3% | yes |
| E | BUY | 07 Apr 2025 | RPM RPM International Inc. Common Stoc |
$1,001 - $15,000 | self | -40.1% | — |
| E | BUY | 07 Apr 2025 | SHW Sherwin-Williams Company (SHW) |
$1,001 - $15,000 | self | -40.8% | — |
| E | BUY | 07 Apr 2025 | SO Southern Company (SO) |
$1,001 - $15,000 | self | -20.4% | — |
| E | BUY | 07 Apr 2025 | SYK Stryker Corporation Common Stock ( |
$1,001 - $15,000 | self | -52.0% | — |
| C | BUY | 07 Apr 2025 | TXN Texas Instruments Incorporated - C |
$1,001 - $15,000 | self | +35.0% | yes |
| E | BUY | 07 Apr 2025 | TJX TJX Companies, Inc. (TJX) |
$1,001 - $15,000 | self | -11.7% | — |
| E | BUY | 07 Apr 2025 | TSCO Tractor Supply Company - Common St |
$1,001 - $15,000 | self | -69.1% | — |
| E | BUY | 07 Apr 2025 | V Visa Inc. (V) |
$1,001 - $15,000 | self | -36.6% | — |
| A | SELL | 11 Mar 2025 | AVGO Broadcom Inc. - Common Stock (AVGO |
$15,001 - $50,000 | self | — | yes |
| B | BUY | 11 Mar 2025 | NVDA NVIDIA Corporation - Common Stock |
$1,001 - $15,000 | self | +46.6% | yes |
| C | SELL | 10 Mar 2025 | AVGO Broadcom Inc. - Common Stock (AVGO |
$1,001 - $15,000 | dependent child | — | yes |
| C | SELL | 10 Mar 2025 | AVGO Broadcom Inc. - Common Stock (AVGO |
$1,001 - $15,000 | dependent child | — | yes |
| E | SELL | 10 Mar 2025 | ELV Elevance Health, Inc. Common Stock |
$1,001 - $15,000 | dependent child | — | — |
| E | SELL | 10 Mar 2025 | ELV Elevance Health, Inc. Common Stock |
$1,001 - $15,000 | dependent child | — | — |
| E | SELL | 10 Mar 2025 | ELV Elevance Health, Inc. Common Stock |
$1,001 - $15,000 | self | — | — |
| C | BUY | 10 Mar 2025 | NVDA NVIDIA Corporation - Common Stock |
$1,001 - $15,000 | dependent child | +46.6% | yes |
| C | BUY | 10 Mar 2025 | NVDA NVIDIA Corporation - Common Stock |
$1,001 - $15,000 | dependent child | +46.6% | yes |
| C | BUY | 10 Mar 2025 | NVDA NVIDIA Corporation - Common Stock |
$1,001 - $15,000 | self | +46.6% | yes |
| E | BUY | 10 Mar 2025 | GLDW SPDR Long Dollar Gold Trust (GLDW) |
$1,001 - $15,000 | dependent child | — | — |
| E | BUY | 10 Mar 2025 | GLDW SPDR Long Dollar Gold Trust (GLDW) |
$1,001 - $15,000 | dependent child | — | — |
| E | BUY | 10 Mar 2025 | GLDW SPDR Long Dollar Gold Trust (GLDW) |
$1,001 - $15,000 | self | — | — |
| E | BUY | 10 Mar 2025 | TJX TJX Companies, Inc. (TJX) |
$1,001 - $15,000 | dependent child | +0.1% | — |
| E | BUY | 10 Mar 2025 | TJX TJX Companies, Inc. (TJX) |
$1,001 - $15,000 | dependent child | +0.1% | — |
| E | BUY | 10 Mar 2025 | TJX TJX Companies, Inc. (TJX) |
$1,001 - $15,000 | self | +0.1% | — |
| D | SELL | 13 Feb 2025 | WST West Pharmaceutical Services, Inc. |
$1,001 - $15,000 | dependent child | — | — |
| E | SELL | 15 Jan 2025 | ABT Abbott Laboratories Common Stock ( |
$1,001 - $15,000 | self | — | — |
| E | SELL | 15 Jan 2025 | ABT Abbott Laboratories Common Stock ( |
$1,001 - $15,000 | dependent child | — | — |
| E | SELL | 15 Jan 2025 | ABT Abbott Laboratories Common Stock ( |
$1,001 - $15,000 | dependent child | — | — |
| E | BUY | 15 Jan 2025 | ABBV AbbVie Inc. Common Stock (ABBV) |
$1,001 - $15,000 | dependent child | +4.1% | — |
| E | BUY | 15 Jan 2025 | ABBV AbbVie Inc. Common Stock (ABBV) |
$1,001 - $15,000 | self | +4.1% | — |
| E | SELL | 15 Jan 2025 | CNI Canadian National Railway Company |
$1,001 - $15,000 | dependent child | — | — |
| E | SELL | 15 Jan 2025 | CNI Canadian National Railway Company |
$1,001 - $15,000 | dependent child | — | — |
| E | SELL | 15 Jan 2025 | CNI Canadian National Railway Company |
$1,001 - $15,000 | self | — | — |
| D | BUY | 15 Jan 2025 | GS Goldman Sachs Group, Inc. (GS) |
$1,001 - $15,000 | self | +32.8% | — |
| E | BUY | 15 Jan 2025 | GS Goldman Sachs Group, Inc. (GS) |
$1,001 - $15,000 | dependent child | +32.8% | — |
| E | BUY | 15 Jan 2025 | GS Goldman Sachs Group, Inc. (GS) |
$1,001 - $15,000 | dependent child | +32.8% | — |
| D | BUY | 15 Jan 2025 | MCK McKesson Corporation Common Stock |
$1,001 - $15,000 | self | +41.4% | — |
| E | BUY | 15 Jan 2025 | MCK McKesson Corporation Common Stock |
$1,001 - $15,000 | dependent child | +41.4% | — |
| E | SELL | 15 Jan 2025 | MRK Merck & Company, Inc. Common Stock |
$1,001 - $15,000 | dependent child | — | — |
| E | SELL | 15 Jan 2025 | MRK Merck & Company, Inc. Common Stock |
$1,001 - $15,000 | dependent child | — | — |
| E | SELL | 15 Jan 2025 | MRK Merck & Company, Inc. Common Stock |
$1,001 - $15,000 | self | — | — |
| E | BUY | 15 Jan 2025 | SYK Stryker Corporation Common Stock ( |
$1,001 - $15,000 | dependent child | -22.2% | — |
| E | BUY | 15 Jan 2025 | SYK Stryker Corporation Common Stock ( |
$1,001 - $15,000 | dependent child | -22.2% | — |
| E | SELL | 08 Nov 2024 | AOS A.O. Smith Corporation Common Stoc |
$1,001 - $15,000 | self | — | — |
| E | BUY | 08 Nov 2024 | ACN Accenture plc Class A Ordinary Sha |
$1,001 - $15,000 | self | -37.9% | — |
| E | BUY | 08 Nov 2024 | GOOG Alphabet Inc. - Class C Capital St |
$1,001 - $15,000 | dependent child | +59.7% | — |
| E | BUY | 08 Nov 2024 | AMZN Amazon.com, Inc. - Common Stock (A |
$1,001 - $15,000 | self | -12.4% | — |
| E | BUY | 08 Nov 2024 | AMZN Amazon.com, Inc. - Common Stock (A |
$1,001 - $15,000 | dependent child | -12.4% | — |
| E | BUY | 08 Nov 2024 | AMZN Amazon.com, Inc. - Common Stock (A |
$1,001 - $15,000 | dependent child | -12.4% | — |
| E | BUY | 08 Nov 2024 | ADI Analog Devices, Inc. - Common Stoc |
$1,001 - $15,000 | self | +15.7% | — |
| E | BUY | 08 Nov 2024 | ATO Atmos Energy Corporation Common St |
$1,001 - $15,000 | dependent child | +6.3% | — |
| E | BUY | 08 Nov 2024 | BRK.B Berkshire Hathaway Inc. New Common |
$1,001 - $15,000 | dependent child | -9.4% | — |
| E | BUY | 08 Nov 2024 | AVGO Broadcom Inc. - Common Stock (AVGO |
$1,001 - $15,000 | dependent child | +119.6% | — |
| E | BUY | 08 Nov 2024 | AVGO Broadcom Inc. - Common Stock (AVGO |
$1,001 - $15,000 | dependent child | +119.6% | — |
| C | SELL | 08 Nov 2024 | CVX Chevron Corporation Common Stock ( |
$1,001 - $15,000 | self | — | yes |
| E | BUY | 08 Nov 2024 | CMI Cummins Inc. Common Stock (CMI) |
$1,001 - $15,000 | dependent child | +25.9% | — |
| E | BUY | 08 Nov 2024 | CMI Cummins Inc. Common Stock (CMI) |
$1,001 - $15,000 | dependent child | +25.9% | — |
| E | BUY | 08 Nov 2024 | ELV Elevance Health, Inc. Common Stock |
$1,001 - $15,000 | dependent child | -26.9% | — |
| C | SELL | 08 Nov 2024 | XOM Exxon Mobil Corporation Common Sto |
$1,001 - $15,000 | self | — | yes |
| E | BUY | 08 Nov 2024 | HD Home Depot, Inc. (HD) |
$1,001 - $15,000 | self | -30.7% | — |
| E | BUY | 08 Nov 2024 | JNJ Johnson & Johnson Common Stock (JN |
$1,001 - $15,000 | dependent child | +27.0% | — |
| E | BUY | 08 Nov 2024 | JPM JP Morgan Chase & Co. Common Stock |
$1,001 - $15,000 | dependent child | +14.9% | — |
| E | BUY | 08 Nov 2024 | LIN Linde plc - Ordinary Shares (LIN) |
$1,001 - $15,000 | dependent child | -25.5% | — |
| E | BUY | 08 Nov 2024 | LIN Linde plc - Ordinary Shares (LIN) |
$1,001 - $15,000 | dependent child | -25.5% | — |
| D | BUY | 08 Nov 2024 | LMT Lockheed Martin Corporation Common |
$1,001 - $15,000 | dependent child | -20.3% | yes |
| E | BUY | 08 Nov 2024 | MCD McDonald's Corporation Common Stoc |
$1,001 - $15,000 | self | -9.1% | — |
| E | BUY | 08 Nov 2024 | MRK Merck & Company, Inc. Common Stock |
$1,001 - $15,000 | dependent child | -17.4% | — |
| E | BUY | 08 Nov 2024 | META Meta Platforms, Inc. - Class A Com |
$1,001 - $15,000 | dependent child | -9.4% | — |
| E | BUY | 08 Nov 2024 | NVDA NVIDIA Corporation - Common Stock |
$1,001 - $15,000 | dependent child | +17.3% | — |
| E | BUY | 08 Nov 2024 | ORCL Oracle Corporation Common Stock (O |
$1,001 - $15,000 | self | +14.9% | — |
| E | BUY | 08 Nov 2024 | PEP Pepsico, Inc. (PEP) |
$1,001 - $15,000 | dependent child | -17.0% | — |
| E | BUY | 08 Nov 2024 | PEP Pepsico, Inc. (PEP) |
$1,001 - $15,000 | dependent child | -17.0% | — |
| E | BUY | 08 Nov 2024 | QCOM QUALCOMM Incorporated - Common Sto |
$1,001 - $15,000 | self | +0.9% | — |
| E | SELL | 08 Nov 2024 | SBCF Seacoast Banking Corporation of Fl |
$15,001 - $50,000 | dependent child | — | — |
| E | SELL | 08 Nov 2024 | SBCF Seacoast Banking Corporation of Fl |
$50,001 - $100,000 | dependent child | — | — |
| E | BUY | 08 Nov 2024 | SHW Sherwin-Williams Company (SHW) |
$1,001 - $15,000 | self | -27.3% | — |
| E | BUY | 08 Nov 2024 | SHW Sherwin-Williams Company (SHW) |
$1,001 - $15,000 | dependent child | -27.3% | — |
| E | BUY | 08 Nov 2024 | SHW Sherwin-Williams Company (SHW) |
$1,001 - $15,000 | dependent child | -27.3% | — |
| E | BUY | 08 Nov 2024 | TXN Texas Instruments Incorporated - C |
$1,001 - $15,000 | self | -17.9% | — |
| D | BUY | 08 Nov 2024 | XLE The Energy Select Sector SPDR Fund |
$15,001 - $50,000 | self | -10.5% | — |
| E | BUY | 08 Nov 2024 | TMUS T-Mobile US, Inc. (TMUS) |
$1,001 - $15,000 | dependent child | -30.5% | — |
| E | BUY | 08 Nov 2024 | TSCO Tractor Supply Company - Common St |
$1,001 - $15,000 | dependent child | -20.3% | — |
| E | BUY | 08 Nov 2024 | TSCO Tractor Supply Company - Common St |
$1,001 - $15,000 | dependent child | -20.3% | — |
| E | SELL | 08 Nov 2024 | WST West Pharmaceutical Services, Inc. |
$1,001 - $15,000 | self | — | — |
| D | SELL | 17 Jul 2024 | CMCSA Comcast Corporation - Class A Comm |
$1,001 - $15,000 | dependent child | — | — |
| E | SELL | 05 Jul 2024 | ALL Allstate Corporation (ALL) |
$1,001 - $15,000 | dependent child | — | — |
| E | SELL | 05 Jul 2024 | ALL Allstate Corporation (ALL) |
$1,001 - $15,000 | dependent child | — | — |
| E | BUY | 05 Jul 2024 | AMZN Amazon.com, Inc. - Common Stock (A |
$1,001 - $15,000 | dependent child | +12.8% | — |
| E | BUY | 05 Jul 2024 | AMZN Amazon.com, Inc. - Common Stock (A |
$1,001 - $15,000 | dependent child | +12.8% | — |
| E | BUY | 05 Jul 2024 | ATO Atmos Energy Corporation Common St |
$1,001 - $15,000 | dependent child | +8.9% | — |
| E | BUY | 05 Jul 2024 | BRK.B Berkshire Hathaway Inc. New Common |
$1,001 - $15,000 | dependent child | -12.8% | — |
| E | BUY | 05 Jul 2024 | BRK.B Berkshire Hathaway Inc. New Common |
$1,001 - $15,000 | dependent child | -12.8% | — |
| E | BUY | 05 Jul 2024 | AVGO Broadcom Inc. - Common Stock (AVGO |
$1,001 - $15,000 | dependent child | +86.1% | — |
| E | BUY | 05 Jul 2024 | AVGO Broadcom Inc. - Common Stock (AVGO |
$1,001 - $15,000 | dependent child | +86.1% | — |
| E | SELL | 05 Jul 2024 | CMCSA Comcast Corporation - Class A Comm |
$1,001 - $15,000 | dependent child | — | — |
| E | BUY | 05 Jul 2024 | ELV Elevance Health, Inc. Common Stock |
$1,001 - $15,000 | dependent child | -66.0% | — |
| E | SELL | 05 Jul 2024 | FDS FactSet Research Systems Inc. Comm |
$1,001 - $15,000 | dependent child | — | — |
| E | SELL | 05 Jul 2024 | FDS FactSet Research Systems Inc. Comm |
$1,001 - $15,000 | dependent child | — | — |
| E | BUY | 05 Jul 2024 | JPM JP Morgan Chase & Co. Common Stock |
$1,001 - $15,000 | dependent child | +23.0% | — |
| E | BUY | 05 Jul 2024 | LIN Linde plc - Ordinary Shares (LIN) |
$1,001 - $15,000 | dependent child | -15.3% | — |
| E | BUY | 05 Jul 2024 | LIN Linde plc - Ordinary Shares (LIN) |
$1,001 - $15,000 | dependent child | -15.3% | — |
| E | SELL | 05 Jul 2024 | MA Mastercard Incorporated Common Sto |
$1,001 - $15,000 | dependent child | — | — |
| E | SELL | 05 Jul 2024 | MA Mastercard Incorporated Common Sto |
$1,001 - $15,000 | dependent child | — | — |
| E | SELL | 05 Jul 2024 | MDLZ Mondelez International, Inc. - Cla |
$1,001 - $15,000 | dependent child | — | — |
| D | SELL | 05 Jul 2024 | NOC Northrop Grumman Corporation Commo |
$1,001 - $15,000 | dependent child | — | yes |
| E | BUY | 05 Jul 2024 | NVDA NVIDIA Corporation - Common Stock |
$1,001 - $15,000 | dependent child | +46.6% | — |
| E | BUY | 05 Jul 2024 | NVDA NVIDIA Corporation - Common Stock |
$1,001 - $15,000 | dependent child | +46.6% | — |
| E | BUY | 05 Jul 2024 | ORCL Oracle Corporation Common Stock (O |
$1,001 - $15,000 | dependent child | +74.3% | — |
| E | BUY | 05 Jul 2024 | ORCL Oracle Corporation Common Stock (O |
$1,001 - $15,000 | dependent child | +74.3% | — |
| E | SELL | 05 Jul 2024 | PNC PNC Financial Services Group, Inc. |
$1,001 - $15,000 | dependent child | — | — |
| E | BUY | 05 Jul 2024 | ROP Roper Technologies, Inc. (ROP) |
$1,001 - $15,000 | dependent child | -18.3% | — |
| E | BUY | 05 Jul 2024 | SHW Sherwin-Williams Company (SHW) |
$1,001 - $15,000 | dependent child | -19.4% | — |
| E | BUY | 05 Jul 2024 | SO Southern Company (SO) |
$1,001 - $15,000 | dependent child | -7.6% | — |
| E | BUY | 05 Jul 2024 | SO Southern Company (SO) |
$1,001 - $15,000 | dependent child | -7.6% | — |
| E | SELL | 05 Jul 2024 | TD Toronto Dominion Bank (TD) |
$1,001 - $15,000 | dependent child | — | — |
| E | BUY | 05 Jul 2024 | GWW W.W. Grainger, Inc. Common Stock ( |
$1,001 - $15,000 | dependent child | -22.4% | — |
| E | SELL | 05 Jul 2024 | WM Waste Management, Inc. Common Stoc |
$1,001 - $15,000 | dependent child | — | — |
| E | SELL | 05 Jul 2024 | WEC WEC Energy Group, Inc. Common Stoc |
$1,001 - $15,000 | dependent child | — | — |
| E | SELL | 05 Jul 2024 | ZTS Zoetis Inc. Class A Common Stock ( |
$1,001 - $15,000 | dependent child | — | — |
| E | SELL | 05 Jul 2024 | ZTS Zoetis Inc. Class A Common Stock ( |
$1,001 - $15,000 | dependent child | — | — |
| E | BUY | 05 Jul 2024 | ABT Abbott Laboratories Common Stock ( |
$1,001 - $15,000 | self | +5.2% | — |
| E | SELL | 05 Jul 2024 | ALL Allstate Corporation (ALL) |
$1,001 - $15,000 | self | — | — |
| E | BUY | 05 Jul 2024 | AMZN Amazon.com, Inc. - Common Stock (A |
$1,001 - $15,000 | self | +10.2% | — |
| E | BUY | 05 Jul 2024 | AMZN Amazon.com, Inc. - Common Stock (A |
$1,001 - $15,000 | self | +10.2% | — |
| E | BUY | 05 Jul 2024 | AVGO Broadcom Inc. - Common Stock (AVGO |
$1,001 - $15,000 | self | +60.7% | — |
| E | BUY | 05 Jul 2024 | CB Chubb Limited Common Stock (CB) |
$1,001 - $15,000 | self | -12.0% | — |
| E | SELL | 05 Jul 2024 | CMCSA Comcast Corporation - Class A Comm |
$1,001 - $15,000 | self | — | — |
| E | SELL | 05 Jul 2024 | FDS FactSet Research Systems Inc. Comm |
$1,001 - $15,000 | self | — | — |
| E | BUY | 05 Jul 2024 | JPM JP Morgan Chase & Co. Common Stock |
$1,001 - $15,000 | self | +23.4% | — |
| E | SELL | 05 Jul 2024 | LOW Lowe's Companies, Inc. Common Stoc |
$1,001 - $15,000 | self | — | — |
| E | SELL | 05 Jul 2024 | MA Mastercard Incorporated Common Sto |
$1,001 - $15,000 | self | — | — |
| E | SELL | 05 Jul 2024 | MDLZ Mondelez International, Inc. - Cla |
$1,001 - $15,000 | self | — | — |
| C | SELL | 05 Jul 2024 | NOC Northrop Grumman Corporation Commo |
$1,001 - $15,000 | self | — | yes |
| E | BUY | 05 Jul 2024 | ORCL Oracle Corporation Common Stock (O |
$1,001 - $15,000 | self | +56.8% | — |
| E | SELL | 05 Jul 2024 | PNC PNC Financial Services Group, Inc. |
$1,001 - $15,000 | self | — | — |
| E | BUY | 05 Jul 2024 | SHW Sherwin-Williams Company (SHW) |
$1,001 - $15,000 | self | -11.4% | — |
| E | BUY | 05 Jul 2024 | SHW Sherwin-Williams Company (SHW) |
$1,001 - $15,000 | self | -11.4% | — |
| E | SELL | 05 Jul 2024 | SNA Snap-On Incorporated Common Stock |
$1,001 - $15,000 | self | — | — |
| E | BUY | 05 Jul 2024 | SO Southern Company (SO) |
$1,001 - $15,000 | self | -2.8% | — |
| E | SELL | 05 Jul 2024 | TD Toronto Dominion Bank (TD) |
$1,001 - $15,000 | self | — | — |
| E | BUY | 05 Jul 2024 | WM Waste Management, Inc. Common Stoc |
$1,001 - $15,000 | self | -2.7% | — |
| E | SELL | 05 Jul 2024 | WEC WEC Energy Group, Inc. Common Stoc |
$1,001 - $15,000 | self | — | — |
| E | SELL | 05 Jul 2024 | ZTS Zoetis Inc. Class A Common Stock ( |
$1,001 - $15,000 | self | — | — |
| E | BUY | 01 Jul 2024 | GOOG Alphabet Inc. - Class C Capital St |
$1,001 - $15,000 | dependent child | +0.3% | — |
| E | SELL | 01 Jul 2024 | BBY Best Buy Co., Inc. Common Stock (B |
$1,001 - $15,000 | dependent child | — | — |
| E | BUY | 01 Jul 2024 | ELV Elevance Health, Inc. Common Stock |
$1,001 - $15,000 | dependent child | -66.0% | — |
| E | BUY | 01 Jul 2024 | FDS FactSet Research Systems Inc. Comm |
$1,001 - $15,000 | dependent child | -25.0% | — |
| E | BUY | 01 Jul 2024 | JNJ Johnson & Johnson Common Stock (JN |
$1,001 - $15,000 | dependent child | -9.6% | — |
| E | BUY | 01 Jul 2024 | JPM JP Morgan Chase & Co. Common Stock |
$1,001 - $15,000 | dependent child | +23.0% | — |
| C | BUY | 01 Jul 2024 | LMT Lockheed Martin Corporation Common |
$1,001 - $15,000 | dependent child | -39.2% | yes |
| E | BUY | 01 Jul 2024 | MDLZ Mondelez International, Inc. - Cla |
$1,001 - $15,000 | dependent child | -27.8% | — |
| E | BUY | 01 Jul 2024 | NEE NextEra Energy, Inc. Common Stock |
$1,001 - $15,000 | dependent child | -25.0% | — |
| C | SELL | 01 Jul 2024 | NOC Northrop Grumman Corporation Commo |
$1,001 - $15,000 | dependent child | — | yes |
| E | SELL | 01 Jul 2024 | PNC PNC Financial Services Group, Inc. |
$1,001 - $15,000 | dependent child | — | — |
| E | BUY | 01 Jul 2024 | SNA Snap-On Incorporated Common Stock |
$1,001 - $15,000 | dependent child | -1.5% | — |
| E | SELL | 01 Jul 2024 | TD Toronto Dominion Bank (TD) |
$1,001 - $15,000 | dependent child | — | — |
| E | BUY | 01 Jul 2024 | TSCO Tractor Supply Company - Common St |
$1,001 - $15,000 | dependent child | -4.2% | — |
| E | SELL | 01 Jul 2024 | WEC WEC Energy Group, Inc. Common Stoc |
$1,001 - $15,000 | dependent child | — | — |
| D | SELL | 13 Feb 2024 | ABT Abbott Laboratories Common Stock ( |
$1,001 - $15,000 | self | — | — |
| E | BUY | 13 Feb 2024 | GOOG Alphabet Inc. - Class C Capital St |
$1,001 - $15,000 | self | +6.7% | — |
| E | BUY | 13 Feb 2024 | AAPL Apple Inc. - Common Stock (AAPL) |
$1,001 - $15,000 | self | -15.7% | — |
| D | BUY | 13 Feb 2024 | ELV Elevance Health, Inc. Common Stock |
$1,001 - $15,000 | self | -56.9% | — |
| B | BUY | 13 Feb 2024 | LMT Lockheed Martin Corporation Common |
$1,001 - $15,000 | self | -33.5% | yes |
| D | SELL | 13 Feb 2024 | NEE NextEra Energy, Inc. Common Stock |
$1,001 - $15,000 | self | — | — |
| D | BUY | 13 Feb 2024 | RPM RPM International Inc. Common Stoc |
$1,001 - $15,000 | self | -4.6% | — |
| D | BUY | 13 Feb 2024 | SPGI S&P Global Inc. Common Stock (SPGI |
$1,001 - $15,000 | self | -3.8% | — |
| D | SELL | 13 Feb 2024 | SO Southern Company (SO) |
$1,001 - $15,000 | self | — | — |
| D | BUY | 13 Feb 2024 | TMUS T-Mobile US, Inc. (TMUS) |
$1,001 - $15,000 | self | +14.3% | — |
| E | BUY | 13 Feb 2024 | UNH UnitedHealth Group Incorporated Co |
$1,001 - $15,000 | self | -62.1% | — |
| D | SELL | 01 Feb 2024 | APD Air Products and Chemicals, Inc. C |
$1,001 - $15,000 | dependent child | — | — |
| E | SELL | 01 Feb 2024 | APD Air Products and Chemicals, Inc. C |
$1,001 - $15,000 | dependent child | — | — |
| D | BUY | 01 Feb 2024 | ELV Elevance Health, Inc. Common Stock |
$1,001 - $15,000 | dependent child | -66.0% | — |
| D | BUY | 01 Feb 2024 | FDS FactSet Research Systems Inc. Comm |
$1,001 - $15,000 | dependent child | -25.0% | — |
| E | BUY | 01 Feb 2024 | FDS FactSet Research Systems Inc. Comm |
$1,001 - $15,000 | dependent child | -25.0% | — |
| E | SELL | 01 Feb 2024 | KMB Kimberly-Clark Corporation Common |
$1,001 - $15,000 | dependent child | — | — |
| E | SELL | 01 Feb 2024 | KMB Kimberly-Clark Corporation Common |
$1,001 - $15,000 | dependent child | — | — |
| E | SELL | 01 Feb 2024 | NKE Nike, Inc. Common Stock (NKE) |
$1,001 - $15,000 | dependent child | — | — |
| E | SELL | 01 Feb 2024 | NKE Nike, Inc. Common Stock (NKE) |
$1,001 - $15,000 | dependent child | — | — |
| D | BUY | 01 Feb 2024 | SNA Snap-On Incorporated Common Stock |
$1,001 - $15,000 | dependent child | -1.5% | — |
| D | SELL | 01 Feb 2024 | APD Air Products and Chemicals, Inc. C |
$1,001 - $15,000 | self | — | — |
| D | BUY | 01 Feb 2024 | ELV Elevance Health, Inc. Common Stock |
$1,001 - $15,000 | self | -56.9% | — |
| D | BUY | 01 Feb 2024 | FDS FactSet Research Systems Inc. Comm |
$1,001 - $15,000 | self | -22.8% | — |
| D | SELL | 01 Feb 2024 | KMB Kimberly-Clark Corporation Common |
$1,001 - $15,000 | self | — | — |
| D | BUY | 01 Feb 2024 | MDLZ Mondelez International, Inc. - Cla |
$1,001 - $15,000 | self | -24.6% | — |
| D | SELL | 01 Feb 2024 | NKE Nike, Inc. Common Stock (NKE) |
$1,001 - $15,000 | self | — | — |
| D | BUY | 01 Feb 2024 | SNA Snap-On Incorporated Common Stock |
$1,001 - $15,000 | self | +6.3% | — |
| E | BUY | 28 Dec 2023 | GOOG Alphabet Inc. - Class C Capital St |
$1,001 - $15,000 | dependent child | +9.0% | — |
| E | BUY | 28 Dec 2023 | GOOG Alphabet Inc. - Class C Capital St |
$1,001 - $15,000 | dependent child | +9.0% | — |
| E | BUY | 28 Dec 2023 | ADI Analog Devices, Inc. (ADI) |
$1,001 - $15,000 | dependent child | -11.3% | — |
| E | SELL | 28 Dec 2023 | BBY Best Buy Co., Inc. (BBY) |
$1,001 - $15,000 | dependent child | — | — |
| E | SELL | 28 Dec 2023 | DG Dollar General Corporation (DG) |
$1,001 - $15,000 | dependent child | — | — |
| E | SELL | 28 Dec 2023 | DG Dollar General Corporation (DG) |
$1,001 - $15,000 | dependent child | — | — |
| E | BUY | 28 Dec 2023 | LLY Eli Lilly and Company (LLY) |
$1,001 - $15,000 | dependent child | -6.0% | — |
| E | BUY | 28 Dec 2023 | LLY Eli Lilly and Company (LLY) |
$1,001 - $15,000 | dependent child | -6.0% | — |
| E | SELL | 28 Dec 2023 | HRL Hormel Foods Corporation (HRL) |
$1,001 - $15,000 | dependent child | — | — |
| E | SELL | 28 Dec 2023 | HRL Hormel Foods Corporation (HRL) |
$1,001 - $15,000 | dependent child | — | — |
| E | SELL | 28 Dec 2023 | JKHY Jack Henry & Associates, Inc. (JKH |
$1,001 - $15,000 | dependent child | — | — |
| E | SELL | 28 Dec 2023 | JKHY Jack Henry & Associates, Inc. (JKH |
$1,001 - $15,000 | dependent child | — | — |
| E | SELL | 28 Dec 2023 | MDT Medtronic plc. Ordinary Shares (MD |
$1,001 - $15,000 | dependent child | — | — |
| E | SELL | 28 Dec 2023 | MDT Medtronic plc. Ordinary Shares (MD |
$1,001 - $15,000 | dependent child | — | — |
| E | BUY | 28 Dec 2023 | MRK Merck & Company, Inc. Common Stock |
$1,001 - $15,000 | dependent child | -43.7% | — |
| E | BUY | 28 Dec 2023 | MRK Merck & Company, Inc. Common Stock |
$1,001 - $15,000 | dependent child | -43.7% | — |
| E | BUY | 28 Dec 2023 | META Meta Platforms, Inc. - Class A (ME |
$1,001 - $15,000 | dependent child | +35.8% | — |
| E | BUY | 28 Dec 2023 | META Meta Platforms, Inc. - Class A (ME |
$1,001 - $15,000 | dependent child | +35.8% | — |
| E | SELL | 28 Dec 2023 | PFE Pfizer, Inc. (PFE) |
$1,001 - $15,000 | dependent child | — | — |
| E | SELL | 28 Dec 2023 | PFE Pfizer, Inc. (PFE) |
$1,001 - $15,000 | dependent child | — | — |
| E | BUY | 28 Dec 2023 | ROP Roper Technologies, Inc. (ROP) |
$1,001 - $15,000 | dependent child | -29.2% | — |
| E | BUY | 28 Dec 2023 | ROP Roper Technologies, Inc. (ROP) |
$1,001 - $15,000 | dependent child | -29.2% | — |
| E | SELL | 28 Dec 2023 | SHW Sherwin-Williams Company (SHW) |
$1,001 - $15,000 | dependent child | — | — |
| E | SELL | 28 Dec 2023 | SHW Sherwin-Williams Company (SHW) |
$1,001 - $15,000 | dependent child | — | — |
| E | SELL | 28 Dec 2023 | SYY Sysco Corporation (SYY) |
$1,001 - $15,000 | dependent child | — | — |
| E | SELL | 28 Dec 2023 | SYY Sysco Corporation (SYY) |
$1,001 - $15,000 | dependent child | — | — |
| E | BUY | 28 Dec 2023 | TMUS T-Mobile US, Inc. (TMUS) |
$1,001 - $15,000 | dependent child | +7.3% | — |
| E | BUY | 28 Dec 2023 | TMUS T-Mobile US, Inc. (TMUS) |
$1,001 - $15,000 | dependent child | +7.3% | — |
| E | BUY | 28 Dec 2023 | TSCO Tractor Supply Company (TSCO) |
$1,001 - $15,000 | dependent child | -0.6% | — |
| E | SELL | 28 Dec 2023 | DIS Walt Disney Company (DIS) |
$1,001 - $15,000 | dependent child | — | — |
| E | SELL | 28 Dec 2023 | DIS Walt Disney Company (DIS) |
$1,001 - $15,000 | dependent child | — | — |
| E | BUY | 28 Dec 2023 | WST West Pharmaceutical Services, Inc. |
$1,001 - $15,000 | dependent child | -26.8% | — |
| D | BUY | 28 Dec 2023 | BRO Brown & Brown, Inc. Common Stock ( |
$1,001 - $15,000 | self | -22.3% | — |
| D | SELL | 28 Dec 2023 | CAT Caterpillar, Inc. Common Stock (CA |
$1,001 - $15,000 | self | — | — |
| E | BUY | 28 Dec 2023 | COST Costco Wholesale Corporation - Com |
$1,001 - $15,000 | self | -6.9% | — |
| E | BUY | 28 Dec 2023 | LLY Eli Lilly and Company Common Stock |
$1,001 - $15,000 | self | -40.8% | — |
| D | SELL | 28 Dec 2023 | HRL Hormel Foods Corporation Common St |
$1,001 - $15,000 | self | — | — |
| D | SELL | 28 Dec 2023 | JKHY Jack Henry & Associates, Inc. - Co |
$1,001 - $15,000 | self | — | — |
| D | BUY | 28 Dec 2023 | MCD McDonald's Corporation Common Stoc |
$1,001 - $15,000 | self | -5.1% | — |
| D | SELL | 28 Dec 2023 | MDT Medtronic plc. Ordinary Shares (MD |
$1,001 - $15,000 | self | — | — |
| D | BUY | 28 Dec 2023 | TMUS T-Mobile US, Inc. (TMUS) |
$1,001 - $15,000 | self | +14.3% | — |
| D | BUY | 28 Dec 2023 | WST West Pharmaceutical Services, Inc. |
$1,001 - $15,000 | self | -35.1% | — |
| D | BUY | 28 Dec 2023 | ZTS Zoetis Inc. Class A Common Stock ( |
$1,001 - $15,000 | self | -29.7% | — |
| C | BUY | 26 Dec 2023 | TMUS T-Mobile US, Inc. (TMUS) |
$1,001 - $15,000 | self | +14.3% | — |
| D | SELL | 14 Dec 2023 | SBCF Seacoast Banking Corporation of Fl |
$15,001 - $50,000 | dependent child | — | — |
| D | SELL | 14 Dec 2023 | SBCF Seacoast Banking Corporation of Fl |
$15,001 - $50,000 | dependent child | — | — |
| D | BUY | 27 Sep 2023 | CMI Cummins Inc. (CMI) |
$1,001 - $15,000 | dependent child | +16.6% | — |
| D | BUY | 27 Sep 2023 | CMI Cummins Inc. (CMI) |
$1,001 - $15,000 | dependent child | +16.6% | — |
| D | SELL | 27 Sep 2023 | TGT Target Corporation (TGT) |
$1,001 - $15,000 | dependent child | — | — |
| D | SELL | 27 Sep 2023 | TGT Target Corporation (TGT) |
$1,001 - $15,000 | dependent child | — | — |
| D | BUY | 27 Sep 2023 | CMI Cummins Inc. Common Stock (CMI) |
$1,001 - $15,000 | self | +19.9% | — |
| A | SELL | 27 Sep 2023 | RTX RTX Corporation Common Stock (RTX) |
$1,001 - $15,000 | self | — | yes |
| D | SELL | 27 Sep 2023 | TGT Target Corporation Common Stock (T |
$1,001 - $15,000 | self | — | — |
| D | BUY | 01 Sep 2023 | AAPL Apple Inc. - Common Stock (AAPL) |
$1,001 - $15,000 | self | -15.7% | — |
| D | BUY | 01 Sep 2023 | ATO Atmos Energy Corporation Common St |
$1,001 - $15,000 | self | +16.7% | — |
| D | BUY | 01 Sep 2023 | LLY Eli Lilly and Company Common Stock |
$1,001 - $15,000 | self | -40.8% | — |
| D | BUY | 01 Sep 2023 | LIN Linde plc - Ordinary Shares (LIN) |
$1,001 - $15,000 | self | -10.5% | — |
| D | BUY | 01 Sep 2023 | MRK Merck & Company, Inc. Common Stock |
$1,001 - $15,000 | self | -38.5% | — |
| D | BUY | 01 Sep 2023 | MSFT Microsoft Corporation - Common Sto |
$1,001 - $15,000 | self | +4.3% | — |
| D | BUY | 01 Sep 2023 | NKE Nike, Inc. Common Stock (NKE) |
$1,001 - $15,000 | self | -21.3% | — |
| D | SELL | 01 Sep 2023 | PFE Pfizer, Inc. Common Stock (PFE) |
$1,001 - $15,000 | self | — | — |
| D | SELL | 01 Sep 2023 | SYY Sysco Corporation Common Stock (SY |
$1,001 - $15,000 | self | — | — |
| D | BUY | 01 Sep 2023 | TSCO Tractor Supply Company - Common St |
$1,001 - $15,000 | self | +0.9% | — |
| D | BUY | 14 Jul 2023 | AOS A.O. Smith Corporation Common Stoc |
$1,001 - $15,000 | self | -24.4% | — |
| E | BUY | 14 Jul 2023 | ACN Accenture plc Class A Ordinary Sha |
$1,001 - $15,000 | self | -37.1% | — |
| E | BUY | 14 Jul 2023 | GOOG Alphabet Inc. - Class C Capital St |
$1,001 - $15,000 | self | +6.7% | — |
| E | BUY | 14 Jul 2023 | AMGN Amgen Inc. - Common Stock (AMGN) |
$1,001 - $15,000 | self | -24.0% | — |
| E | BUY | 14 Jul 2023 | ADI Analog Devices, Inc. - Common Stoc |
$1,001 - $15,000 | self | -2.5% | — |
| E | BUY | 14 Jul 2023 | ADP Automatic Data Processing, Inc. - |
$1,001 - $15,000 | self | +0.7% | — |
| E | BUY | 14 Jul 2023 | BRK.B Berkshire Hathaway Inc. New Common |
$1,001 - $15,000 | self | -6.6% | — |
| C | BUY | 14 Jul 2023 | CVX Chevron Corporation Common Stock ( |
$1,001 - $15,000 | self | -2.4% | yes |
| D | SELL | 14 Jul 2023 | C Citigroup, Inc. Common Stock (C) |
$15,001 - $50,000 | self | — | — |
| E | BUY | 14 Jul 2023 | COST Costco Wholesale Corporation - Com |
$1,001 - $15,000 | self | -6.9% | — |
| E | SELL | 14 Jul 2023 | DG Dollar General Corporation Common |
$1,001 - $15,000 | self | — | — |
| C | BUY | 14 Jul 2023 | XOM Exxon Mobil Corporation Common Sto |
$1,001 - $15,000 | self | -14.8% | yes |
| E | BUY | 14 Jul 2023 | HD Home Depot, Inc. (HD) |
$1,001 - $15,000 | self | -2.3% | — |
| E | BUY | 14 Jul 2023 | HRL Hormel Foods Corporation Common St |
$1,001 - $15,000 | self | -22.7% | — |
| E | SELL | 14 Jul 2023 | INTC Intel Corporation - Common Stock ( |
$15,001 - $50,000 | self | — | — |
| E | BUY | 14 Jul 2023 | JNJ Johnson & Johnson Common Stock (JN |
$1,001 - $15,000 | self | -1.9% | — |
| E | BUY | 14 Jul 2023 | LOW Lowe's Companies, Inc. Common Stoc |
$1,001 - $15,000 | self | -5.5% | — |
| E | BUY | 14 Jul 2023 | MA Mastercard Incorporated Common Sto |
$1,001 - $15,000 | self | +12.2% | — |
| E | BUY | 14 Jul 2023 | MCD McDonald's Corporation Common Stoc |
$1,001 - $15,000 | self | -5.1% | — |
| E | BUY | 14 Jul 2023 | MDT Medtronic plc. Ordinary Shares (MD |
$1,001 - $15,000 | self | -7.2% | — |
| E | BUY | 14 Jul 2023 | MRK Merck & Company, Inc. Common Stock |
$1,001 - $15,000 | self | -38.5% | — |
| E | BUY | 14 Jul 2023 | MSFT Microsoft Corporation - Common Sto |
$1,001 - $15,000 | self | +4.3% | — |
| E | BUY | 14 Jul 2023 | NEE NextEra Energy, Inc. Common Stock |
$1,001 - $15,000 | self | -17.5% | — |
| E | BUY | 14 Jul 2023 | PEP Pepsico, Inc. (PEP) |
$1,001 - $15,000 | self | -27.9% | — |
| E | BUY | 14 Jul 2023 | PG Procter & Gamble Company (PG) |
$1,001 - $15,000 | self | -20.9% | — |
| E | BUY | 14 Jul 2023 | PEG Public Service Enterprise Group In |
$1,001 - $15,000 | self | -9.9% | — |
| D | SELL | 14 Jul 2023 | RJF Raymond James Financial, Inc. Comm |
$100,001 - $250,000 | self | — | — |
| E | BUY | 14 Jul 2023 | ROP Roper Technologies, Inc. (ROP) |
$1,001 - $15,000 | self | -18.4% | — |
| E | BUY | 14 Jul 2023 | SPGI S&P Global Inc. Common Stock (SPGI |
$1,001 - $15,000 | self | -3.8% | — |
| E | BUY | 14 Jul 2023 | SO Southern Company (SO) |
$1,001 - $15,000 | self | -4.6% | — |
| E | BUY | 14 Jul 2023 | SBUX Starbucks Corporation - Common Sto |
$1,001 - $15,000 | self | -18.3% | — |
| D | BUY | 14 Jul 2023 | STE STERIS plc (STE) |
$1,001 - $15,000 | self | -8.1% | — |
| E | BUY | 14 Jul 2023 | TGT Target Corporation Common Stock (T |
$1,001 - $15,000 | self | -51.7% | — |
| E | BUY | 14 Jul 2023 | TXN Texas Instruments Incorporated - C |
$1,001 - $15,000 | self | -14.3% | — |
| E | BUY | 14 Jul 2023 | UNH UnitedHealth Group Incorporated Co |
$1,001 - $15,000 | self | -62.1% | — |
| E | BUY | 14 Jul 2023 | V Visa Inc. (V) |
$1,001 - $15,000 | self | +14.9% | — |
| D | BUY | 14 Jul 2023 | GWW W.W. Grainger, Inc. Common Stock ( |
$15,001 - $50,000 | self | -11.2% | — |
| E | SELL | 14 Jul 2023 | DIS Walt Disney Company (DIS) |
$1,001 - $15,000 | self | — | — |
| D | BUY | 14 Jul 2023 | WEC WEC Energy Group, Inc. Common Stoc |
$1,001 - $15,000 | self | +6.3% | — |
| D | BUY | 14 Jul 2023 | WST West Pharmaceutical Services, Inc. |
$1,001 - $15,000 | self | -35.1% | — |
| D | BUY | 14 Apr 2023 | ADI Analog Devices, Inc. (ADI) |
$1,001 - $15,000 | self | -9.2% | — |
| C | SELL | 14 Apr 2023 | KMB Kimberly-Clark Corporation (KMB) |
$1,001 - $15,000 | self | — | — |
| D | SELL | 14 Apr 2023 | PEG Public Service Enterprise Group In |
$1,001 - $15,000 | self | — | — |
| C | BUY | 14 Apr 2023 | ROP Roper Technologies, Inc. (ROP) |
$1,001 - $15,000 | self | -15.5% | — |
| D | SELL | 14 Apr 2023 | SHW Sherwin-Williams Company (SHW) |
$1,001 - $15,000 | self | — | — |
| D | BUY | 27 Mar 2023 | ADI Analog Devices, Inc. (ADI) |
$1,001 - $15,000 | dependent child | -22.0% | — |
| D | BUY | 27 Mar 2023 | ADI Analog Devices, Inc. (ADI) |
$1,001 - $15,000 | self | -22.0% | — |
| D | BUY | 27 Mar 2023 | ADI Analog Devices, Inc. (ADI) |
$1,001 - $15,000 | dependent child | -22.0% | — |
| C | SELL | 10 Mar 2023 | SBCF Seacoast Banking Corporation of Fl |
$15,001 - $50,000 | dependent child | — | — |
| D | SELL | 10 Mar 2023 | SBCF Seacoast Banking Corporation of Fl |
$50,001 - $100,000 | dependent child | — | — |
| D | SELL | 24 Feb 2023 | BBY Best Buy Co., Inc. (BBY) |
$1,001 - $15,000 | self | — | — |
| D | BUY | 24 Feb 2023 | MRK Merck & Company, Inc. Common Stock |
$1,001 - $15,000 | self | -16.7% | — |
| D | BUY | 24 Feb 2023 | NEE NextEra Energy, Inc. (NEE) |
$1,001 - $15,000 | self | -56.8% | — |
| D | BUY | 24 Feb 2023 | PEP Pepsico, Inc. (PEP) |
$1,001 - $15,000 | self | -39.3% | — |
| D | SELL | 24 Feb 2023 | PFE Pfizer, Inc. (PFE) |
$1,001 - $15,000 | self | — | — |
| D | BUY | 24 Feb 2023 | PEG Public Service Enterprise Group In |
$1,001 - $15,000 | self | -19.2% | — |
| D | BUY | 24 Feb 2023 | SPGI S&P Global Inc. (SPGI) |
$1,001 - $15,000 | self | -4.2% | — |
| D | BUY | 21 Feb 2023 | BRO Brown & Brown, Inc. (BRO) |
$1,001 - $15,000 | dependent child | +22.3% | — |
| D | BUY | 21 Feb 2023 | CB Chubb Limited (CB) |
$1,001 - $15,000 | dependent child | -3.0% | — |
| D | BUY | 21 Feb 2023 | COST Costco Wholesale Corporation (COST |
$1,001 - $15,000 | dependent child | +25.2% | — |
| D | BUY | 21 Feb 2023 | DG Dollar General Corporation (DG) |
$1,001 - $15,000 | dependent child | -61.7% | — |
| D | BUY | 21 Feb 2023 | HRL Hormel Foods Corporation (HRL) |
$1,001 - $15,000 | dependent child | -47.5% | — |
| D | BUY | 21 Feb 2023 | ITW Illinois Tool Works Inc. (ITW) |
$1,001 - $15,000 | dependent child | -19.6% | — |
| D | BUY | 21 Feb 2023 | PNC PNC Financial Services Group, Inc. |
$1,001 - $15,000 | dependent child | -14.9% | — |
| E | BUY | 21 Feb 2023 | PNC PNC Financial Services Group, Inc. |
$1,001 - $15,000 | dependent child | -14.9% | — |
| D | BUY | 21 Feb 2023 | SPGI S&P Global Inc. (SPGI) |
$1,001 - $15,000 | dependent child | -4.2% | — |
| D | SELL | 13 Feb 2023 | INTC Intel Corporation (INTC) |
$1,001 - $15,000 | dependent child | — | — |
| D | SELL | 13 Feb 2023 | INTC Intel Corporation (INTC) |
$1,001 - $15,000 | self | — | — |
| E | SELL | 13 Feb 2023 | INTC Intel Corporation (INTC) |
$1,001 - $15,000 | dependent child | — | — |
Click any row for the full trade breakdown.