Trade of the Dan Newhouse
Republican · WA-4 · House
In-remit alpha 12m
-5.3%
41 buys in their jurisdiction
Everything else
-5.4%
their other buys
$-weighted 12m
-5.4%
all buys, by size
t-stat (12m)
-1.13
within the noise
Disclosure lag
173 days
trade → public filing
Est. volume
$395.2K
0 option trades
Trading profile
| Disclosed transactions | 212 across 7 filings |
| Buys / sells | 114 / 98 |
| Distinct securities | 92 |
| Estimated volume | $939.0K |
| Traded in family accounts | 150 of 212 |
| Active | 01 Oct 2020 – 10 Jul 2026 |
| Busiest single day | 53 trades 11 Apr 2025 |
53 transactions on a single day is the signature of a managed account being rebalanced rather than 53 separate decisions — which is why the grades below skew low.
What they buy
| Technology in remit | 33 | |
| Financials | 13 | |
| Industrials in remit | 12 | |
| Healthcare in remit | 8 | |
| Telecom | 5 | |
| Agriculture in remit | 4 | |
| Energy | 4 | |
| Utilities | 4 |
Committees — what defines their remit
Appropriations House Select Committee on the Strategic Competition Between the United States and the Chinese Communist Party AgricultureSubcommittees
Agriculture, Rural Development, Food and Drug Administration, and Related AgenciesEnergy and Water Development and Related AgenciesHomeland SecurityConservation, Research, and BiotechnologyForestry and HorticultureJurisdiction sectors: agriculturecommoditiesdefensehealthcareindustrialstechnology · access score 0.75
How their trades grade
How often their trades look like discrete, in-jurisdiction decisions rather than managed-account activity.
| A |
|
1 |
| B |
|
15 |
| C |
|
28 |
| D |
|
77 |
| E |
|
79 |
Largest positions
| Ticker | Buys | Est. size | Avg 12m vs SPY |
|---|---|---|---|
| HON | 3 | $11.6K | -12.8% |
| DE | 3 | $11.6K | -11.9% |
| VFC | 2 | $7.7K | -38.1% |
| V | 2 | $7.7K | -6.1% |
| TMO | 2 | $7.7K | -17.9% |
| PG | 2 | $7.7K | -11.2% |
| NVDA | 2 | $7.7K | +156.5% |
| MCO | 2 | $7.7K | +1.5% |
| LOW | 2 | $7.7K | -20.8% |
| FTNT | 2 | $7.7K | +4.6% |
| EL | 2 | $7.7K | -65.7% |
| DHR | 2 | $7.7K | -15.4% |
All disclosed trades
| Grade | Side | Traded | Ticker | Amount | Owner | 12m vs SPY | Remit |
|---|---|---|---|---|---|---|---|
| D | BUY | 10 Jul 2026 | ACN Accenture plc Class A Ordinary Sha |
$1,001 - $15,000 | spouse | — | yes |
| D | SELL | 10 Jul 2026 | ADBE Adobe Inc. - Common Stock (ADBE) |
$1,001 - $15,000 | spouse | — | yes |
| D | SELL | 10 Jul 2026 | AMD Advanced Micro Devices, Inc. (AMD) |
$1,001 - $15,000 | spouse | — | yes |
| D | SELL | 10 Jul 2026 | GOOGL Alphabet Inc. - Class A Common Sto |
$1,001 - $15,000 | spouse | — | yes |
| E | BUY | 10 Jul 2026 | AMCR Amcor plc Ordinary Shares (AMCR) |
$1,001 - $15,000 | spouse | — | — |
| C | BUY | 10 Jul 2026 | APH Amphenol Corporation Common Stock |
$1,001 - $15,000 | spouse | — | yes |
| D | SELL | 10 Jul 2026 | AMAT Applied Materials, Inc. - Common S |
$1,001 - $15,000 | spouse | — | yes |
| C | BUY | 10 Jul 2026 | ANET Arista Networks, Inc. Common Stock |
$1,001 - $15,000 | spouse | — | yes |
| E | BUY | 10 Jul 2026 | COST Costco Wholesale Corporation - Com |
$1,001 - $15,000 | spouse | — | — |
| D | SELL | 10 Jul 2026 | CSX CSX Corporation (CSX) |
$1,001 - $15,000 | spouse | — | yes |
| D | SELL | 10 Jul 2026 | DE Deere & Company Common Stock (DE) |
$1,001 - $15,000 | spouse | — | yes |
| E | BUY | 10 Jul 2026 | DUK Duke Energy Corporation (DUK) |
$1,001 - $15,000 | spouse | — | — |
| D | SELL | 10 Jul 2026 | LLY Eli Lilly and Company Common Stock |
$1,001 - $15,000 | spouse | — | yes |
| C | BUY | 10 Jul 2026 | FIS Fidelity National Information Serv |
$1,001 - $15,000 | spouse | — | yes |
| E | BUY | 10 Jul 2026 | FE FirstEnergy Corp. Common Stock (FE |
$1,001 - $15,000 | spouse | — | — |
| C | SELL | 10 Jul 2026 | FMC FMC Corporation Common Stock (FMC) |
$1,001 - $15,000 | spouse | — | yes |
| D | SELL | 10 Jul 2026 | FTNT Fortinet, Inc. - Common Stock (FTN |
$1,001 - $15,000 | spouse | — | yes |
| E | SELL | 10 Jul 2026 | HONAV Honeywell Aerospace Inc. - Common |
$1,001 - $15,000 | spouse | — | — |
| D | BUY | 10 Jul 2026 | HON Honeywell International Inc. (HON) |
$1,001 - $15,000 | spouse | — | yes |
| D | SELL | 10 Jul 2026 | INTU Intuit Inc. - Common Stock (INTU) |
$1,001 - $15,000 | spouse | — | yes |
| E | SELL | 10 Jul 2026 | MGA Magna International, Inc. Common S |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 10 Jul 2026 | MPC Marathon Petroleum Corporation Com |
$1,001 - $15,000 | spouse | — | — |
| C | BUY | 10 Jul 2026 | MU Micron Technology, Inc. - Common S |
$1,001 - $15,000 | spouse | — | yes |
| E | BUY | 10 Jul 2026 | MS Morgan Stanley Common Stock (MS) |
$1,001 - $15,000 | spouse | — | — |
| D | SELL | 10 Jul 2026 | NVDA NVIDIA Corporation - Common Stock |
$1,001 - $15,000 | spouse | — | yes |
| D | SELL | 10 Jul 2026 | PANW Palo Alto Networks, Inc. (PANW) |
$1,001 - $15,000 | spouse | — | yes |
| E | SELL | 10 Jul 2026 | HSY The Hershey Company Common Stock ( |
$1,001 - $15,000 | spouse | — | — |
| D | SELL | 10 Jul 2026 | TMO Thermo Fisher Scientific Inc Commo |
$1,001 - $15,000 | spouse | — | yes |
| C | BUY | 10 Jul 2026 | UBER Uber Technologies, Inc. Common Sto |
$1,001 - $15,000 | spouse | — | yes |
| D | SELL | 10 Jul 2026 | UPS United Parcel Service, Inc. Common |
$1,001 - $15,000 | spouse | — | yes |
| D | SELL | 10 Jul 2026 | UNH UnitedHealth Group Incorporated Co |
$1,001 - $15,000 | spouse | — | yes |
| B | BUY | 31 Dec 2025 | BR Broadridge Financial Solutions, In |
$1,001 - $15,000 | spouse | — | yes |
| D | BUY | 31 Dec 2025 | RCL Royal Caribbean Cruises Ltd. Commo |
$1,001 - $15,000 | spouse | — | — |
| B | BUY | 31 Dec 2025 | SNPS Synopsys, Inc. - Common Stock (SNP |
$1,001 - $15,000 | spouse | — | yes |
| — | BUY | 31 Dec 2025 | None Tennessee Gas Pipeline Co Debentur |
$1,001 - $15,000 | spouse | — | — |
| C | SELL | 11 Dec 2025 | GOOGL Alphabet Inc. - Class A Common Sto |
$1,001 - $15,000 | spouse | — | yes |
| E | BUY | 11 Dec 2025 | BX Blackstone Inc. Common Stock (BX) |
$1,001 - $15,000 | spouse | — | — |
| C | SELL | 11 Dec 2025 | AVGO Broadcom Inc. - Common Stock (AVGO |
$1,001 - $15,000 | spouse | — | yes |
| E | SELL | 11 Dec 2025 | BRO Brown & Brown, Inc. Common Stock ( |
$1,001 - $15,000 | spouse | — | — |
| E | BUY | 11 Dec 2025 | SCHW Charles Schwab Corporation (SCHW) |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 11 Dec 2025 | DG Dollar General Corporation Common |
$1,001 - $15,000 | spouse | — | — |
| D | BUY | 11 Dec 2025 | LULU lululemon athletica inc. - Common |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 11 Dec 2025 | MGA Magna International, Inc. Common S |
$1,001 - $15,000 | spouse | — | — |
| C | BUY | 11 Dec 2025 | NXPI NXP Semiconductors N.V. - Common S |
$1,001 - $15,000 | spouse | — | yes |
| C | BUY | 11 Dec 2025 | PANW Palo Alto Networks, Inc. (PANW) |
$1,001 - $15,000 | spouse | — | yes |
| E | SELL | 11 Dec 2025 | SBUX Starbucks Corporation - Common Sto |
$1,001 - $15,000 | spouse | — | — |
| B | BUY | 11 Dec 2025 | TXT Textron Inc. Common Stock (TXT) |
$1,001 - $15,000 | spouse | — | yes |
| C | BUY | 11 Dec 2025 | TMUS T-Mobile US, Inc. (TMUS) |
$1,001 - $15,000 | spouse | — | yes |
| E | SELL | 11 Dec 2025 | TFC Truist Financial Corporation Commo |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 11 Dec 2025 | ULTA Ulta Beauty, Inc. - Common Stock ( |
$1,001 - $15,000 | spouse | — | — |
| C | BUY | 18 Aug 2025 | AMD Advanced Micro Devices, Inc. (AMD) |
$1,001 - $15,000 | spouse | — | yes |
| C | BUY | 18 Aug 2025 | AME AMETEK, Inc. (AME) |
$1,001 - $15,000 | spouse | — | yes |
| C | BUY | 18 Aug 2025 | AMAT Applied Materials, Inc. - Common S |
$1,001 - $15,000 | spouse | — | yes |
| C | BUY | 18 Aug 2025 | ADP Automatic Data Processing, Inc. - |
$1,001 - $15,000 | spouse | — | yes |
| E | SELL | 18 Aug 2025 | BLK BlackRock, Inc. Common Stock (BLK) |
$1,001 - $15,000 | spouse | — | — |
| E | BUY | 18 Aug 2025 | BRO Brown & Brown, Inc. Common Stock ( |
$1,001 - $15,000 | spouse | — | — |
| E | BUY | 18 Aug 2025 | COP ConocoPhillips Common Stock (COP) |
$1,001 - $15,000 | spouse | — | — |
| E | BUY | 18 Aug 2025 | XOM Exxon Mobil Corporation Common Sto |
$1,001 - $15,000 | spouse | — | — |
| E | BUY | 18 Aug 2025 | GIS General Mills, Inc. Common Stock ( |
$1,001 - $15,000 | spouse | — | — |
| E | BUY | 18 Aug 2025 | OKE ONEOK, Inc. Common Stock (OKE) |
$1,001 - $15,000 | spouse | — | — |
| E | BUY | 18 Aug 2025 | PLD Prologis, Inc. Common Stock (PLD) |
$1,001 - $15,000 | spouse | — | — |
| E | BUY | 18 Aug 2025 | ROST Ross Stores, Inc. - Common Stock ( |
$1,001 - $15,000 | spouse | — | — |
| C | SELL | 18 Aug 2025 | RTX RTX Corporation Common Stock (RTX) |
$1,001 - $15,000 | spouse | — | yes |
| E | BUY | 18 Aug 2025 | SPGI S&P Global Inc. Common Stock (SPGI |
$1,001 - $15,000 | spouse | — | — |
| E | BUY | 18 Aug 2025 | TGT Target Corporation Common Stock (T |
$1,001 - $15,000 | spouse | — | — |
| C | BUY | 18 Aug 2025 | UPS United Parcel Service, Inc. Common |
$1,001 - $15,000 | spouse | — | yes |
| D | SELL | 11 Apr 2025 | ACN Accenture plc Class A Ordinary Sha |
$1,001 - $15,000 | spouse | — | yes |
| D | SELL | 11 Apr 2025 | ADBE Adobe Inc. - Common Stock (ADBE) |
$1,001 - $15,000 | spouse | — | yes |
| — | BUY | 11 Apr 2025 | None Alcan Inc Debs |
$15,001 - $50,000 | spouse | — | — |
| D | SELL | 11 Apr 2025 | GOOGL Alphabet Inc. - Class A Common Sto |
$1,001 - $15,000 | spouse | — | yes |
| D | SELL | 11 Apr 2025 | AMZN Amazon.com, Inc. - Common Stock (A |
$1,001 - $15,000 | spouse | — | yes |
| D | SELL | 11 Apr 2025 | ADI Analog Devices, Inc. - Common Stoc |
$1,001 - $15,000 | spouse | — | yes |
| D | SELL | 11 Apr 2025 | AAPL Apple Inc. - Common Stock (AAPL) |
$1,001 - $15,000 | spouse | — | yes |
| D | SELL | 11 Apr 2025 | T AT&T Inc. (T) |
$1,001 - $15,000 | spouse | — | yes |
| — | BUY | 11 Apr 2025 | None Bank Amer Corp SR |
$15,001 - $50,000 | spouse | — | — |
| E | SELL | 11 Apr 2025 | BLK BlackRock, Inc. Common Stock (BLK) |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 11 Apr 2025 | BKNG Booking Holdings Inc. - Common Sto |
$1,001 - $15,000 | spouse | — | — |
| D | SELL | 11 Apr 2025 | AVGO Broadcom Inc. - Common Stock (AVGO |
$1,001 - $15,000 | spouse | — | yes |
| D | SELL | 11 Apr 2025 | DHR Danaher Corporation Common Stock ( |
$1,001 - $15,000 | spouse | — | yes |
| D | SELL | 11 Apr 2025 | DE Deere & Company Common Stock (DE) |
$1,001 - $15,000 | spouse | — | yes |
| E | SELL | 11 Apr 2025 | DG Dollar General Corporation Common |
$1,001 - $15,000 | spouse | — | — |
| D | SELL | 11 Apr 2025 | ELV Elevance Health, Inc. Common Stock |
$1,001 - $15,000 | spouse | — | yes |
| D | SELL | 11 Apr 2025 | LLY Eli Lilly and Company Common Stock |
$1,001 - $15,000 | spouse | — | yes |
| E | SELL | 11 Apr 2025 | EQR Equity Residential Common Shares o |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 11 Apr 2025 | WTRG Essential Utilities, Inc. Common S |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 11 Apr 2025 | EL Estee Lauder Companies, Inc. (EL) |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 11 Apr 2025 | EVRG Evergy, Inc. (EVRG) |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 11 Apr 2025 | FI Fiserv, Inc. Common Stock (FI) |
$1,001 - $15,000 | spouse | — | — |
| D | SELL | 11 Apr 2025 | FTNT Fortinet, Inc. - Common Stock (FTN |
$1,001 - $15,000 | spouse | — | yes |
| D | SELL | 11 Apr 2025 | HON Honeywell International Inc. (HON) |
$1,001 - $15,000 | spouse | — | yes |
| D | SELL | 11 Apr 2025 | INTU Intuit Inc. - Common Stock (INTU) |
$1,001 - $15,000 | spouse | — | yes |
| — | BUY | 11 Apr 2025 | None JP Morgan Chase &Co |
$15,001 - $50,000 | spouse | — | — |
| E | SELL | 11 Apr 2025 | LIN Linde plc - Ordinary Shares (LIN) |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 11 Apr 2025 | LOW Lowe's Companies, Inc. Common Stoc |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 11 Apr 2025 | MGA Magna International, Inc. Common S |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 11 Apr 2025 | MPC Marathon Petroleum Corporation Com |
$1,001 - $15,000 | spouse | — | — |
| D | SELL | 11 Apr 2025 | MSFT Microsoft Corporation - Common Sto |
$1,001 - $15,000 | spouse | — | yes |
| E | SELL | 11 Apr 2025 | MDLZ Mondelez International, Inc. - Cla |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 11 Apr 2025 | MCO Moody's Corporation Common Stock ( |
$1,001 - $15,000 | spouse | — | — |
| D | SELL | 11 Apr 2025 | NFLX Netflix, Inc. - Common Stock (NFLX |
$1,001 - $15,000 | spouse | — | yes |
| E | SELL | 11 Apr 2025 | NI NiSource Inc Common Stock (NI) |
$1,001 - $15,000 | spouse | — | — |
| D | SELL | 11 Apr 2025 | NVDA NVIDIA Corporation - Common Stock |
$1,001 - $15,000 | spouse | — | yes |
| E | SELL | 11 Apr 2025 | PYPL PayPal Holdings, Inc. - Common Sto |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 11 Apr 2025 | PEP Pepsico, Inc. (PEP) |
$1,001 - $15,000 | spouse | — | — |
| — | BUY | 11 Apr 2025 | None Prudential Finl Inc Medium Term |
$15,001 - $50,000 | spouse | — | — |
| D | SELL | 11 Apr 2025 | RTX RTX Corporation Common Stock (RTX) |
$1,001 - $15,000 | spouse | — | yes |
| D | SELL | 11 Apr 2025 | CRM Salesforce, Inc. Common Stock (CRM |
$1,001 - $15,000 | spouse | — | yes |
| D | SELL | 11 Apr 2025 | NOW ServiceNow, Inc. Common Stock (NOW |
$1,001 - $15,000 | spouse | — | yes |
| E | SELL | 11 Apr 2025 | SBUX Starbucks Corporation - Common Sto |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 11 Apr 2025 | TSLA Tesla, Inc. - Common Stock (TSLA) |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 11 Apr 2025 | HSY The Hershey Company Common Stock ( |
$1,001 - $15,000 | spouse | — | — |
| D | SELL | 11 Apr 2025 | TMO Thermo Fisher Scientific Inc Commo |
$1,001 - $15,000 | spouse | — | yes |
| E | SELL | 11 Apr 2025 | TFC Truist Financial Corporation Commo |
$1,001 - $15,000 | spouse | — | — |
| D | SELL | 11 Apr 2025 | UNP Union Pacific Corporation Common S |
$1,001 - $15,000 | spouse | — | yes |
| D | SELL | 11 Apr 2025 | UNH UnitedHealth Group Incorporated Co |
$1,001 - $15,000 | spouse | — | yes |
| E | SELL | 11 Apr 2025 | VFC V.F. Corporation Common Stock (VFC |
$1,001 - $15,000 | spouse | — | — |
| D | SELL | 11 Apr 2025 | VZ Verizon Communications Inc. Common |
$1,001 - $15,000 | spouse | — | yes |
| E | SELL | 11 Apr 2025 | V Visa Inc. (V) |
$1,001 - $15,000 | spouse | — | — |
| — | BUY | 11 Apr 2025 | None Walmart Stores Inc |
$15,001 - $50,000 | spouse | — | — |
| C | BUY | 10 Apr 2024 | ACN Accenture plc Class A Ordinary Sha |
$1,001 - $15,000 | spouse | -13.6% | yes |
| C | BUY | 10 Apr 2024 | ADI Analog Devices, Inc. - Common Stoc |
$1,001 - $15,000 | spouse | -9.7% | yes |
| — | BUY | 10 Apr 2024 | None Bank Amer Corp Dep Sh Repstg 1/100 |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 10 Apr 2024 | BKNG Booking Holdings Inc. - Common Sto |
$1,001 - $15,000 | spouse | — | — |
| D | SELL | 10 Apr 2024 | AVGO Broadcom Inc. - Common Stock (AVGO |
$1,001 - $15,000 | spouse | — | yes |
| C | BUY | 10 Apr 2024 | CSX CSX Corporation - Common Stock (CS |
$1,001 - $15,000 | spouse | -26.2% | yes |
| D | BUY | 10 Apr 2024 | DHR Danaher Corporation Common Stock ( |
$1,001 - $15,000 | spouse | -28.8% | yes |
| D | BUY | 10 Apr 2024 | DE Deere & Company Common Stock (DE) |
$1,001 - $15,000 | spouse | +8.6% | yes |
| E | BUY | 10 Apr 2024 | DG Dollar General Corporation Common |
$1,001 - $15,000 | spouse | -42.7% | — |
| C | BUY | 10 Apr 2024 | ELV Elevance Health, Inc. Common Stock |
$1,001 - $15,000 | spouse | -30.4% | yes |
| D | SELL | 10 Apr 2024 | LLY Eli Lilly and Company Common Stock |
$1,001 - $15,000 | spouse | — | yes |
| E | BUY | 10 Apr 2024 | EL Estee Lauder Companies, Inc. (EL) |
$1,001 - $15,000 | spouse | -68.5% | — |
| E | BUY | 10 Apr 2024 | FMC FMC Corporation Common Stock (FMC) |
$1,001 - $15,000 | spouse | -35.9% | — |
| D | BUY | 10 Apr 2024 | FTNT Fortinet, Inc. - Common Stock (FTN |
$1,001 - $15,000 | spouse | +47.9% | yes |
| D | BUY | 10 Apr 2024 | HON Honeywell International Inc. (HON) |
$1,001 - $15,000 | spouse | -3.3% | yes |
| D | SELL | 10 Apr 2024 | INTU Intuit Inc. - Common Stock (INTU) |
$1,001 - $15,000 | spouse | — | yes |
| E | SELL | 10 Apr 2024 | MPC Marathon Petroleum Corporation Com |
$1,001 - $15,000 | spouse | — | — |
| D | SELL | 10 Apr 2024 | MSFT Microsoft Corporation - Common Sto |
$1,001 - $15,000 | spouse | — | yes |
| D | SELL | 10 Apr 2024 | NFLX Netflix, Inc. - Common Stock (NFLX |
$1,001 - $15,000 | spouse | — | yes |
| E | BUY | 10 Apr 2024 | NKE Nike, Inc. Common Stock (NKE) |
$1,001 - $15,000 | spouse | -48.1% | — |
| E | BUY | 10 Apr 2024 | NI NiSource Inc Common Stock (NI) |
$1,001 - $15,000 | spouse | +35.0% | — |
| D | SELL | 10 Apr 2024 | NVDA NVIDIA Corporation - Common Stock |
$1,001 - $15,000 | spouse | — | yes |
| E | BUY | 10 Apr 2024 | PEP PepsiCo, Inc. - Common Stock (PEP) |
$1,001 - $15,000 | spouse | -31.1% | — |
| — | BUY | 10 Apr 2024 | None Philip Morris International Inc No |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 10 Apr 2024 | PG Procter & Gamble Company (PG) |
$1,001 - $15,000 | spouse | — | — |
| C | BUY | 10 Apr 2024 | RTX RTX Corporation Common Stock (RTX) |
$1,001 - $15,000 | spouse | +15.9% | yes |
| D | SELL | 10 Apr 2024 | CRM Salesforce, Inc. Common Stock (CRM |
$1,001 - $15,000 | spouse | — | yes |
| D | SELL | 10 Apr 2024 | NOW ServiceNow, Inc. Common Stock (NOW |
$1,001 - $15,000 | spouse | — | yes |
| E | BUY | 10 Apr 2024 | HSY The Hershey Company Common Stock ( |
$1,001 - $15,000 | spouse | -19.9% | — |
| E | BUY | 10 Apr 2024 | VFC V.F. Corporation Common Stock (VFC |
$1,001 - $15,000 | spouse | -18.9% | — |
| — | BUY | 10 Apr 2024 | None Walt Disney Co. Global Note 45 |
$1,001 - $15,000 | spouse | — | — |
| — | BUY | 26 Apr 2023 | None Appalachian Power Co Sr Note |
$1,001 - $15,000 | self | — | — |
| — | BUY | 26 Apr 2023 | None AT&T Inc. Global Note |
$1,001 - $15,000 | self | — | — |
| — | BUY | 26 Apr 2023 | None Citigroup Inc. Senior Note |
$1,001 - $15,000 | self | — | — |
| D | BUY | 26 Apr 2023 | EQR Equity Residential Common Shares o |
$1,001 - $15,000 | self | -16.1% | — |
| B | BUY | 26 Apr 2023 | HON Honeywell International Inc. (HON) |
$1,001 - $15,000 | self | -22.4% | yes |
| B | BUY | 26 Apr 2023 | INTU Intuit Inc. (INTU) |
$1,001 - $15,000 | self | +15.4% | yes |
| B | SELL | 26 Apr 2023 | NVDA NVIDIA Corporation (NVDA) |
$1,001 - $15,000 | self | — | yes |
| B | BUY | 26 Apr 2023 | NOW ServiceNow, Inc. (NOW) |
$1,001 - $15,000 | self | +7.0% | yes |
| D | BUY | 26 Apr 2023 | TFC Truist Financial Corporation (TFC) |
$1,001 - $15,000 | self | +1.8% | — |
| C | BUY | 26 Apr 2023 | VFC V.F. Corporation (VFC) |
$1,001 - $15,000 | self | -57.4% | — |
| B | BUY | 17 Mar 2023 | T AT&T Inc. (T) |
$1,001 - $15,000 | self | -8.0% | yes |
| D | SELL | 17 Mar 2023 | BKNG Booking Holdings Inc. (BKNG) |
$1,001 - $15,000 | self | — | — |
| B | SELL | 17 Mar 2023 | DE Deere & Company (DE) |
$1,001 - $15,000 | self | — | yes |
| D | SELL | 17 Mar 2023 | MPC Marathon Petroleum Corporation (MP |
$1,001 - $15,000 | self | — | — |
| D | SELL | 17 Mar 2023 | SBUX Starbucks Corporation (SBUX) |
$1,001 - $15,000 | self | — | — |
| D | BUY | 17 Mar 2023 | TSLA Tesla, Inc. (TSLA) |
$1,001 - $15,000 | self | -38.4% | — |
| D | SELL | 17 Mar 2023 | ULTA Ulta Beauty, Inc. (ULTA) |
$1,001 - $15,000 | self | — | — |
| B | BUY | 17 Mar 2023 | VZ Verizon Communications Inc. (VZ) |
$1,001 - $15,000 | self | -6.3% | yes |
| A | BUY | 20 Sep 2022 | DHR Danaher Corporation (DHR) |
$1,001 - $15,000 | self | -2.0% | yes |
| D | SELL | 20 Sep 2022 | ULTA Ulta Beauty, Inc. (ULTA) |
$1,001 - $15,000 | self | — | — |
| D | BUY | 05 Aug 2022 | AVGO Broadcom Inc. (AVGO) |
$1,001 - $15,000 | self | +43.4% | — |
| B | SELL | 05 Aug 2022 | LLY Eli Lilly and Company (LLY) |
$1,001 - $15,000 | self | — | yes |
| D | BUY | 05 Aug 2022 | EL Estee Lauder Companies, Inc. (EL) |
$1,001 - $15,000 | self | -63.0% | — |
| D | BUY | 05 Aug 2022 | LIN Linde plc Ordinary Shares (LIN) |
$1,001 - $15,000 | self | -5.3% | — |
| D | SELL | 05 Aug 2022 | MPC Marathon Petroleum Corporation (MP |
$1,001 - $15,000 | self | — | — |
| D | BUY | 05 Aug 2022 | CRM Salesforce, Inc. (CRM) |
$1,001 - $15,000 | self | -2.4% | — |
| B | BUY | 05 Aug 2022 | UNH UnitedHealth Group Incorporated Co |
$1,001 - $15,000 | self | -23.2% | yes |
| E | BUY | 08 Mar 2022 | ADBE Adobe Inc. (ADBE) |
$1,001 - $15,000 | self | -15.4% | — |
| E | BUY | 08 Mar 2022 | GOOGL Alphabet Inc. - Class A (GOOGL) |
$1,001 - $15,000 | self | +13.5% | — |
| E | BUY | 08 Mar 2022 | AMZN Amazon.com, Inc. (AMZN) |
$1,001 - $15,000 | self | +22.3% | — |
| E | BUY | 08 Mar 2022 | AAPL Apple Inc. (AAPL) |
$1,001 - $15,000 | self | -18.4% | — |
| E | BUY | 08 Mar 2022 | BLK BlackRock, Inc. (BLK) |
$1,001 - $15,000 | self | -11.7% | — |
| E | BUY | 08 Mar 2022 | BKNG Booking Holdings Inc. (BKNG) |
$1,001 - $15,000 | self | +17.8% | — |
| C | BUY | 08 Mar 2022 | DE Deere & Company (DE) |
$1,001 - $15,000 | self | -22.2% | yes |
| C | BUY | 08 Mar 2022 | LLY Eli Lilly and Company (LLY) |
$1,001 - $15,000 | self | +66.5% | yes |
| D | BUY | 08 Mar 2022 | FISV Fiserv, Inc. (FISV) |
$1,001 - $15,000 | self | +3.5% | — |
| E | BUY | 08 Mar 2022 | FTNT Fortinet, Inc. (FTNT) |
$1,001 - $15,000 | self | -38.8% | — |
| E | BUY | 08 Mar 2022 | LOW Lowe's Companies, Inc. (LOW) |
$1,001 - $15,000 | self | -20.8% | — |
| E | BUY | 08 Mar 2022 | MPC Marathon Petroleum Corporation (MP |
$1,001 - $15,000 | self | +38.7% | — |
| E | BUY | 08 Mar 2022 | MSFT Microsoft Corporation (MSFT) |
$1,001 - $15,000 | self | +2.6% | — |
| E | BUY | 08 Mar 2022 | MCO Moody's Corporation (MCO) |
$1,001 - $15,000 | self | +1.5% | — |
| E | BUY | 08 Mar 2022 | NFLX Netflix, Inc. (NFLX) |
$1,001 - $15,000 | self | +38.2% | — |
| E | BUY | 08 Mar 2022 | NEE NextEra Energy, Inc. (NEE) |
$1,001 - $15,000 | self | -20.8% | — |
| E | BUY | 08 Mar 2022 | NVDA NVIDIA Corporation (NVDA) |
$1,001 - $15,000 | self | +156.5% | — |
| E | BUY | 08 Mar 2022 | PYPL PayPal Holdings, Inc. (PYPL) |
$1,001 - $15,000 | self | -26.4% | — |
| E | BUY | 08 Mar 2022 | PG Procter & Gamble Company (PG) |
$1,001 - $15,000 | self | -11.2% | — |
| E | BUY | 08 Mar 2022 | SBUX Starbucks Corporation (SBUX) |
$1,001 - $15,000 | self | -46.8% | — |
| C | BUY | 08 Mar 2022 | TMO Thermo Fisher Scientific Inc (TMO) |
$1,001 - $15,000 | self | -17.9% | yes |
| D | BUY | 08 Mar 2022 | ULTA Ulta Beauty, Inc. (ULTA) |
$1,001 - $15,000 | self | -35.9% | — |
| C | BUY | 08 Mar 2022 | UNP Union Pacific Corporation (UNP) |
$1,001 - $15,000 | self | -6.9% | yes |
| E | BUY | 08 Mar 2022 | V Visa Inc. (V) |
$1,001 - $15,000 | self | -6.1% | — |
| B | BUY | 08 Mar 2022 | ZTS Zoetis Inc. Class A (ZTS) |
$1,001 - $15,000 | self | -21.4% | yes |
| D | BUY | 02 Nov 2021 | ADBE Adobe Inc. (ADBE) |
$1,001 - $15,000 | self | -15.4% | — |
| D | BUY | 02 Nov 2021 | BLK BlackRock, Inc. (BLK) |
$1,001 - $15,000 | self | -11.7% | — |
| B | BUY | 02 Nov 2021 | DE Deere & Company (DE) |
$1,001 - $15,000 | self | -22.2% | yes |
| D | BUY | 02 Nov 2021 | LOW Lowe's Companies, Inc. (LOW) |
$1,001 - $15,000 | self | -20.8% | — |
| D | BUY | 02 Nov 2021 | MCO Moody's Corporation (MCO) |
$1,001 - $15,000 | self | +1.5% | — |
| D | BUY | 02 Nov 2021 | NVDA NVIDIA Corporation (NVDA) |
$1,001 - $15,000 | self | +156.5% | — |
| D | BUY | 02 Nov 2021 | PG Procter & Gamble Company (PG) |
$1,001 - $15,000 | self | -11.2% | — |
| B | BUY | 02 Nov 2021 | TMO Thermo Fisher Scientific Inc (TMO) |
$1,001 - $15,000 | self | -17.9% | yes |
| D | BUY | 02 Nov 2021 | V Visa Inc. (V) |
$1,001 - $15,000 | self | -6.1% | — |
| C | SELL | 01 Oct 2020 | BREW Craft Brew Alliance, Inc. (BREW) |
$1,001 - $15,000 | self | — | — |
Click any row for the full trade breakdown.