Trade of the David A Perdue , Jr
Republican · GA · Senate
In-remit alpha 12m
+19.3%
11 buys in their jurisdiction
Everything else
+32.3%
their other buys
$-weighted 12m
+10.5%
all buys, by size
t-stat (12m)
6.49
outside the noise
Disclosure lag
121 days
trade → public filing
Est. volume
$9.0M
0 option trades
Trading profile
| Disclosed transactions | 711 across 9 filings |
| Buys / sells | 223 / 486 |
| Distinct securities | 138 |
| Estimated volume | $24.4M |
| Traded in family accounts | 711 of 711 |
| Active | 03 Dec 2019 – 25 Sep 2020 |
| Busiest single day | 220 trades 14 Apr 2020 |
220 transactions on a single day is the signature of a managed account being rebalanced rather than 220 separate decisions — which is why the grades below skew low.
What they buy
| Technology | 39 | |
| Energy | 31 | |
| Telecom | 28 | |
| Materials | 25 | |
| Healthcare | 16 | |
| Pharma | 16 | |
| Industrials | 14 | |
| Financials | 12 |
Committees — what defines their remit
No standing committee seats on record.Jurisdiction sectors: none · access score 0.00
How their trades grade
How often their trades look like discrete, in-jurisdiction decisions rather than managed-account activity.
| A |
|
0 |
| B |
|
0 |
| C |
|
24 |
| D |
|
80 |
| E |
|
389 |
Largest positions
| Ticker | Buys | Est. size | Avg 12m vs SPY |
|---|---|---|---|
| SPY | 6 | $6.2M | +0.0% |
| AMLP | 2 | $707.1K | +19.5% |
| VOO | 2 | $316.2K | +0.2% |
| CDLX | 2 | $316.2K | +199.5% |
| PFE | 16 | $250.1K | +5.9% |
| VEA | 2 | $141.4K | -3.8% |
| IWM | 2 | $141.4K | +4.1% |
| BRK-B | 5 | $89.9K | -17.5% |
| DD | 17 | $89.4K | +18.5% |
| URBN | 20 | $77.5K | +24.5% |
| PSXP | 6 | $70.3K | — |
| DAL | 6 | $70.3K | -17.6% |
All disclosed trades
| Grade | Side | Traded | Ticker | Amount | Owner | 12m vs SPY | Remit |
|---|---|---|---|---|---|---|---|
| — | BUY | 25 Sep 2020 | None CARROLL CNTY GA SCH DIST GO 5% 04/ |
$250,001 - $500,000 | joint | — | — |
| E | SELL | 16 Apr 2020 | DOW Dow Inc. |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 16 Apr 2020 | EEM iShares MSCI Emerging Markets ETF |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 16 Apr 2020 | IDV iShares International Select Divid |
$1,001 - $15,000 | joint | — | — |
| E | BUY | 16 Apr 2020 | IWM iShares Russell 2000 ETF Descripti |
$50,001 - $100,000 | joint | -16.8% | — |
| E | BUY | 16 Apr 2020 | SPY SPDR S&P 500 ETF Trust Description |
$100,001 - $250,000 | joint | +0.0% | — |
| E | BUY | 16 Apr 2020 | VEA Vanguard FTSE Developed Markets In |
$50,001 - $100,000 | joint | -9.8% | — |
| E | BUY | 16 Apr 2020 | VOO Vanguard S&P 500 ETF Description: |
$100,001 - $250,000 | joint | +0.1% | — |
| E | SELL | 16 Apr 2020 | CAIFX American Funds Capital Income Buil |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 16 Apr 2020 | FRIAX Franklin Income Fund Advisor Class |
$15,001 - $50,000 | joint | — | — |
| E | BUY | 16 Apr 2020 | AMLP Alerian MLP ETF Description: Excha |
$250,001 - $500,000 | joint | +27.9% | — |
| E | SELL | 16 Apr 2020 | DIS The Walt Disney Company |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 16 Apr 2020 | COP ConocoPhillips |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 16 Apr 2020 | KO The Coca-Cola Company |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 16 Apr 2020 | DD DuPont de Nemours, Inc. |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 16 Apr 2020 | C Citigroup Inc. |
$1,001 - $15,000 | joint | — | yes |
| — | SELL | 16 Apr 2020 | None Citigroup Inc Bond |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 16 Apr 2020 | HD The Home Depot, Inc. |
$15,001 - $50,000 | joint | — | — |
| E | SELL | 16 Apr 2020 | GIS General Mills, Inc. |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 16 Apr 2020 | BMY Bristol-Myers Squibb Company |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 16 Apr 2020 | CAT Caterpillar Inc. |
$1,001 - $15,000 | joint | — | yes |
| E | SELL | 16 Apr 2020 | BP BP p.l.c. |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 16 Apr 2020 | AAPL Apple Inc. |
$15,001 - $50,000 | joint | — | — |
| E | SELL | 16 Apr 2020 | T AT&T Inc. |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 16 Apr 2020 | AFL Aflac Incorporated |
$1,001 - $15,000 | joint | — | yes |
| D | SELL | 16 Apr 2020 | BX The Blackstone Group Inc. |
$1,001 - $15,000 | joint | — | yes |
| D | SELL | 16 Apr 2020 | BA The Boeing Company |
$1,001 - $15,000 | joint | — | yes |
| E | SELL | 16 Apr 2020 | JNJ Johnson & Johnson |
$1,001 - $15,000 | joint | — | — |
| — | SELL | 16 Apr 2020 | None TFC.F - Truist FINL CORP F PFD |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 16 Apr 2020 | SYY Sysco Corporation |
$1,001 - $15,000 | joint | — | yes |
| — | SELL | 16 Apr 2020 | None Southern Cmpy Bond |
$15,001 - $50,000 | joint | — | — |
| E | SELL | 16 Apr 2020 | URI United Rentals, Inc. |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 16 Apr 2020 | WFC Wells Fargo & Company |
$1,001 - $15,000 | joint | — | yes |
| E | SELL | 16 Apr 2020 | VZ Verizon Communications Inc. |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 16 Apr 2020 | SO The Southern Company |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 16 Apr 2020 | MRK Merck & Co., Inc. |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 16 Apr 2020 | PG The Procter & Gamble Company |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 16 Apr 2020 | JPM JPMorgan Chase & Co. |
$1,001 - $15,000 | joint | — | yes |
| E | SELL | 16 Apr 2020 | INTC Intel Corporation |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 16 Apr 2020 | LLY Eli Lilly and Company |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 16 Apr 2020 | MSFT Microsoft Corporation |
$50,001 - $100,000 | joint | — | — |
| D | SELL | 16 Apr 2020 | PYPL PayPal Holdings, Inc. |
$1,001 - $15,000 | joint | — | yes |
| E | SELL | 16 Apr 2020 | PM Philip Morris International Inc. |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 16 Apr 2020 | NKE NIKE, Inc. |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 16 Apr 2020 | NSC Norfolk Southern Corporation |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 16 Apr 2020 | DOW Dow Inc. |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 16 Apr 2020 | EEM iShares MSCI Emerging Markets ETF |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 16 Apr 2020 | IDV iShares International Select Divid |
$1,001 - $15,000 | joint | — | — |
| E | BUY | 16 Apr 2020 | IWM iShares Russell 2000 ETF Descripti |
$50,001 - $100,000 | joint | +25.0% | — |
| E | BUY | 16 Apr 2020 | SPY SPDR S&P 500 ETF Trust Description |
$100,001 - $250,000 | joint | +0.0% | — |
| E | BUY | 16 Apr 2020 | VEA Vanguard FTSE Developed Markets In |
$50,001 - $100,000 | joint | +2.2% | — |
| E | BUY | 16 Apr 2020 | VOO Vanguard S&P 500 ETF Description: |
$100,001 - $250,000 | joint | +0.3% | — |
| E | SELL | 16 Apr 2020 | CAIFX American Funds Capital Income Buil |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 16 Apr 2020 | FRIAX Franklin Income Fund Advisor Class |
$15,001 - $50,000 | joint | — | — |
| E | BUY | 16 Apr 2020 | AMLP Alerian MLP ETF Description: Excha |
$250,001 - $500,000 | joint | +11.1% | — |
| E | SELL | 16 Apr 2020 | DIS The Walt Disney Company |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 16 Apr 2020 | COP ConocoPhillips |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 16 Apr 2020 | KO The Coca-Cola Company |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 16 Apr 2020 | DD DuPont de Nemours, Inc. |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 16 Apr 2020 | C Citigroup Inc. |
$1,001 - $15,000 | joint | — | yes |
| — | SELL | 16 Apr 2020 | None C.S-CITI 1/1000TH S PERPTL |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 16 Apr 2020 | HD The Home Depot, Inc. |
$15,001 - $50,000 | joint | — | — |
| E | SELL | 16 Apr 2020 | GIS General Mills, Inc. |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 16 Apr 2020 | BMY Bristol-Myers Squibb Company |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 16 Apr 2020 | CAT Caterpillar Inc. |
$1,001 - $15,000 | joint | — | yes |
| E | SELL | 16 Apr 2020 | BP BP p.l.c. |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 16 Apr 2020 | AAPL Apple Inc. |
$15,001 - $50,000 | joint | — | — |
| E | SELL | 16 Apr 2020 | T AT&T Inc. |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 16 Apr 2020 | AFL Aflac Incorporated |
$1,001 - $15,000 | joint | — | yes |
| D | SELL | 16 Apr 2020 | BX The Blackstone Group Inc. |
$1,001 - $15,000 | joint | — | yes |
| D | SELL | 16 Apr 2020 | BA The Boeing Company |
$1,001 - $15,000 | joint | — | yes |
| E | SELL | 16 Apr 2020 | JNJ Johnson & Johnson |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 16 Apr 2020 | TFC Truist Financial Corporation |
$1,001 - $15,000 | joint | — | yes |
| D | SELL | 16 Apr 2020 | SYY Sysco Corporation |
$1,001 - $15,000 | joint | — | yes |
| E | SELL | 16 Apr 2020 | SOJA The Southern Company JR SUB NT 201 |
$15,001 - $50,000 | joint | — | — |
| E | SELL | 16 Apr 2020 | URI United Rentals, Inc. |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 16 Apr 2020 | WFC Wells Fargo & Company |
$1,001 - $15,000 | joint | — | yes |
| E | SELL | 16 Apr 2020 | VZ Verizon Communications Inc. |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 16 Apr 2020 | SO The Southern Company |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 16 Apr 2020 | MRK Merck & Co., Inc. |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 16 Apr 2020 | PG The Procter & Gamble Company |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 16 Apr 2020 | JPM JPMorgan Chase & Co. |
$1,001 - $15,000 | joint | — | yes |
| E | SELL | 16 Apr 2020 | INTC Intel Corporation |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 16 Apr 2020 | LLY Eli Lilly and Company |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 16 Apr 2020 | MSFT Microsoft Corporation |
$50,001 - $100,000 | joint | — | — |
| D | SELL | 16 Apr 2020 | PYPL PayPal Holdings, Inc. |
$1,001 - $15,000 | joint | — | yes |
| E | SELL | 16 Apr 2020 | PM Philip Morris International Inc. |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 16 Apr 2020 | NKE NIKE, Inc. |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 16 Apr 2020 | NSC Norfolk Southern Corporation |
$1,001 - $15,000 | joint | — | — |
| E | BUY | 15 Apr 2020 | SPY SPDR S&P 500 ETF Trust Description |
$1,000,001 - $5,000,000 | joint | +0.0% | — |
| E | BUY | 15 Apr 2020 | SPY SPDR S&P 500 ETF Trust Description |
$500,001 - $1,000,000 | joint | +0.0% | — |
| E | SELL | 15 Apr 2020 | PAGP Plains GP Holdings, L.P. |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 15 Apr 2020 | PSXP Phillips 66 Partners LP |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 15 Apr 2020 | SUN Sunoco LP |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 15 Apr 2020 | TCP TC PipeLines, LP |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 15 Apr 2020 | KMI Kinder Morgan, Inc. |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 15 Apr 2020 | EPD Enterprise Products Partners L.P. |
$50,001 - $100,000 | joint | — | — |
| E | SELL | 15 Apr 2020 | LNG Cheniere Energy, Inc. |
$15,001 - $50,000 | joint | — | — |
| E | SELL | 15 Apr 2020 | TRP TC Energy Corporation |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 15 Apr 2020 | MMP Magellan Midstream Partners, L.P. |
$15,001 - $50,000 | joint | — | — |
| E | SELL | 15 Apr 2020 | OKE ONEOK, Inc. |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 15 Apr 2020 | PAA Plains All American Pipeline, L.P. |
$15,001 - $50,000 | joint | — | — |
| E | SELL | 15 Apr 2020 | ENB Enbridge Inc. |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 15 Apr 2020 | PBA Pembina Pipeline Corporation |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 15 Apr 2020 | SHLX Shell Midstream Partners, L.P. |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 15 Apr 2020 | WMB The Williams Companies, Inc. |
$15,001 - $50,000 | joint | — | — |
| E | SELL | 15 Apr 2020 | TRGP Targa Resources Corp. |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 15 Apr 2020 | MPLX MPLX LP |
$15,001 - $50,000 | joint | — | — |
| E | SELL | 15 Apr 2020 | ET Energy Transfer LP |
$15,001 - $50,000 | joint | — | — |
| E | BUY | 15 Apr 2020 | SPY SPDR S&P 500 ETF Trust Description |
$1,000,001 - $5,000,000 | joint | +0.0% | — |
| E | BUY | 15 Apr 2020 | SPY SPDR S&P 500 ETF Trust Description |
$500,001 - $1,000,000 | joint | +0.0% | — |
| E | SELL | 15 Apr 2020 | PAGP Plains GP Holdings, L.P. |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 15 Apr 2020 | PSXP Phillips 66 Partners LP |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 15 Apr 2020 | SUN Sunoco LP |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 15 Apr 2020 | TCP TC PipeLines, LP |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 15 Apr 2020 | KMI Kinder Morgan, Inc. |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 15 Apr 2020 | EPD Enterprise Products Partners L.P. |
$50,001 - $100,000 | joint | — | — |
| E | SELL | 15 Apr 2020 | LNG Cheniere Energy, Inc. |
$15,001 - $50,000 | joint | — | — |
| E | SELL | 15 Apr 2020 | TRP TC Energy Corporation |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 15 Apr 2020 | MMP Magellan Midstream Partners, L.P. |
$15,001 - $50,000 | joint | — | — |
| E | SELL | 15 Apr 2020 | OKE ONEOK, Inc. |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 15 Apr 2020 | PAA Plains All American Pipeline, L.P. |
$15,001 - $50,000 | joint | — | — |
| E | SELL | 15 Apr 2020 | ENB Enbridge Inc. |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 15 Apr 2020 | PBA Pembina Pipeline Corporation |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 15 Apr 2020 | SHLX Shell Midstream Partners, L.P. |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 15 Apr 2020 | WMB The Williams Companies, Inc. |
$15,001 - $50,000 | joint | — | — |
| E | SELL | 15 Apr 2020 | TRGP Targa Resources Corp. |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 15 Apr 2020 | MPLX MPLX LP |
$15,001 - $50,000 | joint | — | — |
| E | SELL | 15 Apr 2020 | ET Energy Transfer LP |
$15,001 - $50,000 | joint | — | — |
| E | SELL | 14 Apr 2020 | DD DuPont de Nemours, Inc. |
$50,001 - $100,000 | joint | — | — |
| D | SELL | 14 Apr 2020 | BRK-B Berkshire Hathaway Inc. |
$100,001 - $250,000 | joint | — | yes |
| D | SELL | 14 Apr 2020 | BAC Bank of America Corporation |
$50,001 - $100,000 | joint | — | yes |
| E | SELL | 14 Apr 2020 | AAPL Apple Inc. |
$15,001 - $50,000 | joint | — | — |
| E | SELL | 14 Apr 2020 | DIS The Walt Disney Company |
$100,001 - $250,000 | joint | — | — |
| E | SELL | 14 Apr 2020 | MU Micron Technology, Inc. |
$50,001 - $100,000 | joint | — | — |
| E | SELL | 14 Apr 2020 | MRK Merck & Co., Inc. |
$50,001 - $100,000 | joint | — | — |
| E | SELL | 14 Apr 2020 | LGF-B Lions Gate Entertainment Corp. |
$50,001 - $100,000 | joint | — | — |
| E | SELL | 14 Apr 2020 | GPK Graphic Packaging Holding Company |
$100,001 - $250,000 | joint | — | — |
| E | SELL | 14 Apr 2020 | FDX FedEx Corporation |
$100,001 - $250,000 | joint | — | — |
| E | SELL | 14 Apr 2020 | DVN Devon Energy Corporation |
$15,001 - $50,000 | joint | — | — |
| E | SELL | 14 Apr 2020 | DAL Delta Air Lines, Inc. |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 14 Apr 2020 | ALB Albemarle Corporation |
$50,001 - $100,000 | joint | — | — |
| E | SELL | 14 Apr 2020 | HBI Hanesbrands Inc. |
$100,001 - $250,000 | joint | — | — |
| E | SELL | 14 Apr 2020 | URBN Urban Outfitters, Inc. |
$100,001 - $250,000 | joint | — | — |
| E | SELL | 14 Apr 2020 | AXTA Axalta Coating Systems Ltd. |
$100,001 - $250,000 | joint | — | — |
| E | SELL | 14 Apr 2020 | FEYE FireEye, Inc. |
$100,001 - $250,000 | joint | — | — |
| E | SELL | 14 Apr 2020 | SBUX Starbucks Corporation |
$15,001 - $50,000 | joint | — | — |
| E | SELL | 14 Apr 2020 | VIAC ViacomCBS Inc. |
$50,001 - $100,000 | joint | — | — |
| D | SELL | 14 Apr 2020 | RF Regions Financial Corporation |
$50,001 - $100,000 | joint | — | yes |
| E | SELL | 14 Apr 2020 | WPX WPX Energy, Inc. |
$15,001 - $50,000 | joint | — | — |
| E | SELL | 14 Apr 2020 | PFE Pfizer Inc. |
$100,001 - $250,000 | joint | — | — |
| E | SELL | 14 Apr 2020 | LYV Live Nation Entertainment, Inc. |
$15,001 - $50,000 | joint | — | — |
| E | SELL | 14 Apr 2020 | GM General Motors Company |
$100,001 - $250,000 | joint | — | — |
| E | SELL | 14 Apr 2020 | GLW Corning Incorporated |
$100,001 - $250,000 | joint | — | — |
| E | SELL | 14 Apr 2020 | PEP PepsiCo, Inc. |
$50,001 - $100,000 | joint | — | — |
| E | SELL | 14 Apr 2020 | NWSA News Corporation |
$15,001 - $50,000 | joint | — | — |
| E | SELL | 14 Apr 2020 | ORCL Oracle Corporation |
$15,001 - $50,000 | joint | — | — |
| E | SELL | 14 Apr 2020 | CVX Chevron Corporation |
$15,001 - $50,000 | joint | — | — |
| E | SELL | 14 Apr 2020 | NKE NIKE, Inc. |
$15,001 - $50,000 | joint | — | — |
| D | SELL | 14 Apr 2020 | WFC Wells Fargo & Company |
$15,001 - $50,000 | joint | — | yes |
| C | SELL | 14 Apr 2020 | JPM JPMorgan Chase & Co. |
$15,001 - $50,000 | joint | — | yes |
| E | SELL | 14 Apr 2020 | BMY Bristol-Myers Squibb Company |
$15,001 - $50,000 | joint | — | — |
| E | SELL | 14 Apr 2020 | ORCL Oracle Corporation |
$15,001 - $50,000 | joint | — | — |
| C | SELL | 14 Apr 2020 | BX The Blackstone Group Inc. |
$15,001 - $50,000 | joint | — | yes |
| D | SELL | 14 Apr 2020 | BRK-B Berkshire Hathaway Inc. |
$15,001 - $50,000 | joint | — | yes |
| E | SELL | 14 Apr 2020 | COST Costco Wholesale Corporation |
$50,001 - $100,000 | joint | — | — |
| C | SELL | 14 Apr 2020 | AMT American Tower Corporation (REIT) |
$50,001 - $100,000 | joint | — | yes |
| E | SELL | 14 Apr 2020 | MRK Merck & Co., Inc. |
$15,001 - $50,000 | joint | — | — |
| C | SELL | 14 Apr 2020 | MA Mastercard Incorporated |
$50,001 - $100,000 | joint | — | yes |
| E | SELL | 14 Apr 2020 | ANTM Anthem, Inc. |
$15,001 - $50,000 | joint | — | — |
| E | SELL | 14 Apr 2020 | BK The Bank of New York Mellon Corpor |
$1,001 - $15,000 | joint | — | — |
| C | SELL | 14 Apr 2020 | PYPL PayPal Holdings, Inc. |
$15,001 - $50,000 | joint | — | yes |
| E | SELL | 14 Apr 2020 | ABBV AbbVie Inc. |
$15,001 - $50,000 | joint | — | — |
| E | SELL | 14 Apr 2020 | AMZN Amazon.com, Inc. |
$50,001 - $100,000 | joint | — | — |
| E | SELL | 14 Apr 2020 | CSCO Cisco Systems, Inc. |
$15,001 - $50,000 | joint | — | — |
| C | SELL | 14 Apr 2020 | EXR Extra Space Storage Inc. |
$15,001 - $50,000 | joint | — | yes |
| E | SELL | 14 Apr 2020 | BAX Baxter International Inc. |
$15,001 - $50,000 | joint | — | — |
| E | SELL | 14 Apr 2020 | XOM Exxon Mobil Corporation |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 14 Apr 2020 | SYK Stryker Corporation |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 14 Apr 2020 | COP ConocoPhillips |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 14 Apr 2020 | FOX Fox Corporation |
$15,001 - $50,000 | joint | — | — |
| E | SELL | 14 Apr 2020 | CTSH Cognizant Technology Solutions Cor |
$15,001 - $50,000 | joint | — | — |
| E | SELL | 14 Apr 2020 | ACA Arcosa, Inc. |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 14 Apr 2020 | AAPL Apple Inc. |
$50,001 - $100,000 | joint | — | — |
| E | SELL | 14 Apr 2020 | JNJ Johnson & Johnson |
$50,001 - $100,000 | joint | — | — |
| E | SELL | 14 Apr 2020 | DIS The Walt Disney Company |
$15,001 - $50,000 | joint | — | — |
| E | SELL | 14 Apr 2020 | CSCO Cisco Systems, Inc. |
$15,001 - $50,000 | joint | — | — |
| E | SELL | 14 Apr 2020 | MDLZ Mondelez International, Inc. |
$15,001 - $50,000 | joint | — | — |
| E | SELL | 14 Apr 2020 | BOIVF Bollore |
$50,001 - $100,000 | joint | — | — |
| E | SELL | 14 Apr 2020 | VZ Verizon Communications Inc. |
$15,001 - $50,000 | joint | — | — |
| C | SELL | 14 Apr 2020 | USB U.S. Bancorp |
$15,001 - $50,000 | joint | — | yes |
| E | SELL | 14 Apr 2020 | RL Ralph Lauren Corporation |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 14 Apr 2020 | WFC Wells Fargo & Company |
$1,001 - $15,000 | joint | — | yes |
| E | SELL | 14 Apr 2020 | MSFT Microsoft Corporation |
$15,001 - $50,000 | joint | — | — |
| C | SELL | 14 Apr 2020 | STT State Street Corporation |
$15,001 - $50,000 | joint | — | yes |
| E | SELL | 14 Apr 2020 | UHAL AMERCO |
$15,001 - $50,000 | joint | — | — |
| E | SELL | 14 Apr 2020 | KO The Coca-Cola Company |
$50,001 - $100,000 | joint | — | — |
| E | SELL | 14 Apr 2020 | EQM EQM Midstream Partners, LP |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 14 Apr 2020 | BMY Bristol-Myers Squibb Company |
$15,001 - $50,000 | joint | — | — |
| D | SELL | 14 Apr 2020 | BAC Bank of America Corporation |
$15,001 - $50,000 | joint | — | yes |
| E | SELL | 14 Apr 2020 | ORCL Oracle Corporation |
$15,001 - $50,000 | joint | — | — |
| E | SELL | 14 Apr 2020 | VZ Verizon Communications Inc. |
$15,001 - $50,000 | joint | — | — |
| D | SELL | 14 Apr 2020 | PYPL PayPal Holdings, Inc. |
$15,001 - $50,000 | joint | — | yes |
| E | SELL | 14 Apr 2020 | GOOGL Alphabet Inc. |
$15,001 - $50,000 | joint | — | — |
| E | SELL | 14 Apr 2020 | NKE NIKE, Inc. |
$15,001 - $50,000 | joint | — | — |
| E | SELL | 14 Apr 2020 | MDLZ Mondelez International, Inc. |
$15,001 - $50,000 | joint | — | — |
| E | SELL | 14 Apr 2020 | MO Altria Group, Inc. |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 14 Apr 2020 | JPM JPMorgan Chase & Co. |
$15,001 - $50,000 | joint | — | yes |
| E | SELL | 14 Apr 2020 | KMI Kinder Morgan, Inc. |
$15,001 - $50,000 | joint | — | — |
| E | SELL | 14 Apr 2020 | NFLX Netflix, Inc. |
$15,001 - $50,000 | joint | — | — |
| E | SELL | 14 Apr 2020 | HCA HCA Healthcare, Inc. |
$15,001 - $50,000 | joint | — | — |
| C | SELL | 14 Apr 2020 | V Visa Inc. |
$15,001 - $50,000 | joint | — | yes |
| D | SELL | 14 Apr 2020 | PRU Prudential Financial, Inc. |
$1,001 - $15,000 | joint | — | yes |
| E | SELL | 14 Apr 2020 | EMR Emerson Electric Co. |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 14 Apr 2020 | HON Honeywell International Inc. |
$15,001 - $50,000 | joint | — | — |
| D | SELL | 14 Apr 2020 | EXR Extra Space Storage Inc. |
$15,001 - $50,000 | joint | — | yes |
| E | SELL | 14 Apr 2020 | CSCO Cisco Systems, Inc. |
$15,001 - $50,000 | joint | — | — |
| E | SELL | 14 Apr 2020 | COST Costco Wholesale Corporation |
$15,001 - $50,000 | joint | — | — |
| E | SELL | 14 Apr 2020 | DOW Dow Inc. |
$15,001 - $50,000 | joint | — | — |
| E | SELL | 14 Apr 2020 | AAPL Apple Inc. |
$15,001 - $50,000 | joint | — | — |
| E | SELL | 14 Apr 2020 | AMZN Amazon.com, Inc. |
$50,001 - $100,000 | joint | — | — |
| E | SELL | 14 Apr 2020 | DIS The Walt Disney Company |
$15,001 - $50,000 | joint | — | — |
| E | SELL | 14 Apr 2020 | BAH Booz Allen Hamilton Holding Corpor |
$15,001 - $50,000 | joint | — | — |
| E | SELL | 14 Apr 2020 | MU Micron Technology, Inc. |
$15,001 - $50,000 | joint | — | — |
| E | SELL | 14 Apr 2020 | M Macy's, Inc. |
$15,001 - $50,000 | joint | — | — |
| E | SELL | 14 Apr 2020 | SU Suncor Energy Inc. |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 14 Apr 2020 | CVX Chevron Corporation |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 14 Apr 2020 | GOOG Alphabet Inc. |
$15,001 - $50,000 | joint | — | — |
| D | SELL | 14 Apr 2020 | FHB First Hawaiian, Inc. |
$1,001 - $15,000 | joint | — | yes |
| E | SELL | 14 Apr 2020 | BKNG Booking Holdings Inc. |
$15,001 - $50,000 | joint | — | — |
| E | SELL | 14 Apr 2020 | DIS The Walt Disney Company |
$15,001 - $50,000 | joint | — | — |
| E | SELL | 14 Apr 2020 | FOXA Fox Corporation |
$15,001 - $50,000 | joint | — | — |
| E | SELL | 14 Apr 2020 | HUN Huntsman Corporation |
$15,001 - $50,000 | joint | — | — |
| E | SELL | 14 Apr 2020 | NWS News Corporation |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 14 Apr 2020 | UN The Unilever Group |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 14 Apr 2020 | MSM MSC Industrial Direct Co., Inc. |
$15,001 - $50,000 | joint | — | — |
| D | SELL | 14 Apr 2020 | SYY Sysco Corporation |
$15,001 - $50,000 | joint | — | yes |
| E | SELL | 14 Apr 2020 | PG The Procter & Gamble Company |
$50,001 - $100,000 | joint | — | — |
| E | SELL | 14 Apr 2020 | EAF GrafTech International Ltd. |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 14 Apr 2020 | DD DuPont de Nemours, Inc. |
$50,001 - $100,000 | joint | — | — |
| D | SELL | 14 Apr 2020 | BRK-B Berkshire Hathaway Inc. |
$100,001 - $250,000 | joint | — | yes |
| D | SELL | 14 Apr 2020 | BAC Bank of America Corporation |
$50,001 - $100,000 | joint | — | yes |
| E | SELL | 14 Apr 2020 | AAPL Apple Inc. |
$15,001 - $50,000 | joint | — | — |
| E | SELL | 14 Apr 2020 | DIS The Walt Disney Company |
$100,001 - $250,000 | joint | — | — |
| E | SELL | 14 Apr 2020 | MU Micron Technology, Inc. |
$50,001 - $100,000 | joint | — | — |
| E | SELL | 14 Apr 2020 | MRK Merck & Co., Inc. |
$50,001 - $100,000 | joint | — | — |
| E | SELL | 14 Apr 2020 | LGF-B Lions Gate Entertainment Corp. |
$50,001 - $100,000 | joint | — | — |
| E | SELL | 14 Apr 2020 | GPK Graphic Packaging Holding Company |
$100,001 - $250,000 | joint | — | — |
| E | SELL | 14 Apr 2020 | FDX FedEx Corporation |
$100,001 - $250,000 | joint | — | — |
| E | SELL | 14 Apr 2020 | DVN Devon Energy Corporation |
$15,001 - $50,000 | joint | — | — |
| E | SELL | 14 Apr 2020 | DAL Delta Air Lines, Inc. |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 14 Apr 2020 | ALB Albemarle Corporation |
$50,001 - $100,000 | joint | — | — |
| E | SELL | 14 Apr 2020 | HBI Hanesbrands Inc. |
$100,001 - $250,000 | joint | — | — |
| E | SELL | 14 Apr 2020 | URBN Urban Outfitters, Inc. |
$100,001 - $250,000 | joint | — | — |
| E | SELL | 14 Apr 2020 | AXTA Axalta Coating Systems Ltd. |
$100,001 - $250,000 | joint | — | — |
| E | SELL | 14 Apr 2020 | FEYE FireEye, Inc. |
$100,001 - $250,000 | joint | — | — |
| E | SELL | 14 Apr 2020 | SBUX Starbucks Corporation |
$15,001 - $50,000 | joint | — | — |
| E | SELL | 14 Apr 2020 | VIAC ViacomCBS Inc. |
$50,001 - $100,000 | joint | — | — |
| D | SELL | 14 Apr 2020 | RF Regions Financial Corporation |
$50,001 - $100,000 | joint | — | yes |
| E | SELL | 14 Apr 2020 | WPX WPX Energy, Inc. |
$15,001 - $50,000 | joint | — | — |
| E | SELL | 14 Apr 2020 | PFE Pfizer Inc. |
$100,001 - $250,000 | joint | — | — |
| E | SELL | 14 Apr 2020 | LYV Live Nation Entertainment, Inc. |
$15,001 - $50,000 | joint | — | — |
| E | SELL | 14 Apr 2020 | GM General Motors Company |
$100,001 - $250,000 | joint | — | — |
| E | SELL | 14 Apr 2020 | GLW Corning Incorporated |
$100,001 - $250,000 | joint | — | — |
| E | SELL | 14 Apr 2020 | PEP PepsiCo, Inc. |
$50,001 - $100,000 | joint | — | — |
| E | SELL | 14 Apr 2020 | NWSA News Corporation |
$15,001 - $50,000 | joint | — | — |
| E | SELL | 14 Apr 2020 | ORCL Oracle Corporation |
$15,001 - $50,000 | joint | — | — |
| E | SELL | 14 Apr 2020 | CVX Chevron Corporation |
$15,001 - $50,000 | joint | — | — |
| E | SELL | 14 Apr 2020 | NKE NIKE, Inc. |
$15,001 - $50,000 | joint | — | — |
| D | SELL | 14 Apr 2020 | WFC Wells Fargo & Company |
$15,001 - $50,000 | joint | — | yes |
| D | SELL | 14 Apr 2020 | JPM JPMorgan Chase & Co. |
$15,001 - $50,000 | joint | — | yes |
| E | SELL | 14 Apr 2020 | BMY Bristol-Myers Squibb Company |
$15,001 - $50,000 | joint | — | — |
| E | SELL | 14 Apr 2020 | ORCL Oracle Corporation |
$15,001 - $50,000 | joint | — | — |
| D | SELL | 14 Apr 2020 | BX The Blackstone Group Inc. |
$15,001 - $50,000 | joint | — | yes |
| D | SELL | 14 Apr 2020 | BRK-B Berkshire Hathaway Inc. |
$15,001 - $50,000 | joint | — | yes |
| E | SELL | 14 Apr 2020 | COST Costco Wholesale Corporation |
$50,001 - $100,000 | joint | — | — |
| D | SELL | 14 Apr 2020 | AMT American Tower Corporation (REIT) |
$50,001 - $100,000 | joint | — | yes |
| E | SELL | 14 Apr 2020 | MRK Merck & Co., Inc. |
$15,001 - $50,000 | joint | — | — |
| D | SELL | 14 Apr 2020 | MA Mastercard Incorporated |
$50,001 - $100,000 | joint | — | yes |
| E | SELL | 14 Apr 2020 | ANTM Anthem, Inc. |
$15,001 - $50,000 | joint | — | — |
| E | SELL | 14 Apr 2020 | BK The Bank of New York Mellon Corpor |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 14 Apr 2020 | PYPL PayPal Holdings, Inc. |
$15,001 - $50,000 | joint | — | yes |
| E | SELL | 14 Apr 2020 | ABBV AbbVie Inc. |
$15,001 - $50,000 | joint | — | — |
| E | SELL | 14 Apr 2020 | AMZN Amazon.com, Inc. |
$50,001 - $100,000 | joint | — | — |
| E | SELL | 14 Apr 2020 | CSCO Cisco Systems, Inc. |
$15,001 - $50,000 | joint | — | — |
| D | SELL | 14 Apr 2020 | EXR Extra Space Storage Inc. |
$15,001 - $50,000 | joint | — | yes |
| E | SELL | 14 Apr 2020 | BAX Baxter International Inc. |
$15,001 - $50,000 | joint | — | — |
| E | SELL | 14 Apr 2020 | XOM Exxon Mobil Corporation |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 14 Apr 2020 | SYK Stryker Corporation |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 14 Apr 2020 | COP ConocoPhillips |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 14 Apr 2020 | FOX Fox Corporation |
$15,001 - $50,000 | joint | — | — |
| E | SELL | 14 Apr 2020 | CTSH Cognizant Technology Solutions Cor |
$15,001 - $50,000 | joint | — | — |
| E | SELL | 14 Apr 2020 | ACA Arcosa, Inc. |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 14 Apr 2020 | AAPL Apple Inc. |
$50,001 - $100,000 | joint | — | — |
| E | SELL | 14 Apr 2020 | JNJ Johnson & Johnson |
$50,001 - $100,000 | joint | — | — |
| E | SELL | 14 Apr 2020 | DIS The Walt Disney Company |
$15,001 - $50,000 | joint | — | — |
| E | SELL | 14 Apr 2020 | CSCO Cisco Systems, Inc. |
$15,001 - $50,000 | joint | — | — |
| E | SELL | 14 Apr 2020 | MDLZ Mondelez International, Inc. |
$15,001 - $50,000 | joint | — | — |
| E | SELL | 14 Apr 2020 | BOIVF Bollore |
$50,001 - $100,000 | joint | — | — |
| E | SELL | 14 Apr 2020 | VZ Verizon Communications Inc. |
$15,001 - $50,000 | joint | — | — |
| D | SELL | 14 Apr 2020 | USB U.S. Bancorp |
$15,001 - $50,000 | joint | — | yes |
| E | SELL | 14 Apr 2020 | RL Ralph Lauren Corporation |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 14 Apr 2020 | WFC Wells Fargo & Company |
$1,001 - $15,000 | joint | — | yes |
| E | SELL | 14 Apr 2020 | MSFT Microsoft Corporation |
$15,001 - $50,000 | joint | — | — |
| D | SELL | 14 Apr 2020 | STT State Street Corporation |
$15,001 - $50,000 | joint | — | yes |
| E | SELL | 14 Apr 2020 | UHAL AMERCO |
$15,001 - $50,000 | joint | — | — |
| E | SELL | 14 Apr 2020 | KO The Coca-Cola Company |
$50,001 - $100,000 | joint | — | — |
| E | SELL | 14 Apr 2020 | EQM EQM Midstream Partners, LP |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 14 Apr 2020 | BMY Bristol-Myers Squibb Company |
$15,001 - $50,000 | joint | — | — |
| D | SELL | 14 Apr 2020 | BAC Bank of America Corporation |
$15,001 - $50,000 | joint | — | yes |
| E | SELL | 14 Apr 2020 | ORCL Oracle Corporation |
$15,001 - $50,000 | joint | — | — |
| E | SELL | 14 Apr 2020 | VZ Verizon Communications Inc. |
$15,001 - $50,000 | joint | — | — |
| D | SELL | 14 Apr 2020 | PYPL PayPal Holdings, Inc. |
$15,001 - $50,000 | joint | — | yes |
| E | SELL | 14 Apr 2020 | GOOGL Alphabet Inc. |
$15,001 - $50,000 | joint | — | — |
| E | SELL | 14 Apr 2020 | NKE NIKE, Inc. |
$15,001 - $50,000 | joint | — | — |
| E | SELL | 14 Apr 2020 | MDLZ Mondelez International, Inc. |
$15,001 - $50,000 | joint | — | — |
| E | SELL | 14 Apr 2020 | MO Altria Group, Inc. |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 14 Apr 2020 | JPM JPMorgan Chase & Co. |
$15,001 - $50,000 | joint | — | yes |
| E | SELL | 14 Apr 2020 | KMI Kinder Morgan, Inc. |
$15,001 - $50,000 | joint | — | — |
| E | SELL | 14 Apr 2020 | NFLX Netflix, Inc. |
$15,001 - $50,000 | joint | — | — |
| E | SELL | 14 Apr 2020 | HCA HCA Healthcare, Inc. |
$15,001 - $50,000 | joint | — | — |
| D | SELL | 14 Apr 2020 | V Visa Inc. |
$15,001 - $50,000 | joint | — | yes |
| D | SELL | 14 Apr 2020 | PRU Prudential Financial, Inc. |
$1,001 - $15,000 | joint | — | yes |
| E | SELL | 14 Apr 2020 | EMR Emerson Electric Co. |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 14 Apr 2020 | HON Honeywell International Inc. |
$15,001 - $50,000 | joint | — | — |
| D | SELL | 14 Apr 2020 | EXR Extra Space Storage Inc. |
$15,001 - $50,000 | joint | — | yes |
| E | SELL | 14 Apr 2020 | CSCO Cisco Systems, Inc. |
$15,001 - $50,000 | joint | — | — |
| E | SELL | 14 Apr 2020 | COST Costco Wholesale Corporation |
$15,001 - $50,000 | joint | — | — |
| E | SELL | 14 Apr 2020 | DOW Dow Inc. |
$15,001 - $50,000 | joint | — | — |
| E | SELL | 14 Apr 2020 | AAPL Apple Inc. |
$15,001 - $50,000 | joint | — | — |
| E | SELL | 14 Apr 2020 | AMZN Amazon.com, Inc. |
$50,001 - $100,000 | joint | — | — |
| E | SELL | 14 Apr 2020 | DIS The Walt Disney Company |
$15,001 - $50,000 | joint | — | — |
| E | SELL | 14 Apr 2020 | BAH Booz Allen Hamilton Holding Corpor |
$15,001 - $50,000 | joint | — | — |
| E | SELL | 14 Apr 2020 | MU Micron Technology, Inc. |
$15,001 - $50,000 | joint | — | — |
| E | SELL | 14 Apr 2020 | M Macy's, Inc. |
$15,001 - $50,000 | joint | — | — |
| E | SELL | 14 Apr 2020 | SU Suncor Energy Inc. |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 14 Apr 2020 | CVX Chevron Corporation |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 14 Apr 2020 | GOOG Alphabet Inc. |
$15,001 - $50,000 | joint | — | — |
| D | SELL | 14 Apr 2020 | FHB First Hawaiian, Inc. |
$1,001 - $15,000 | joint | — | yes |
| E | SELL | 14 Apr 2020 | BKNG Booking Holdings Inc. |
$15,001 - $50,000 | joint | — | — |
| E | SELL | 14 Apr 2020 | DIS The Walt Disney Company |
$15,001 - $50,000 | joint | — | — |
| E | SELL | 14 Apr 2020 | FOXA Fox Corporation |
$15,001 - $50,000 | joint | — | — |
| E | SELL | 14 Apr 2020 | HUN Huntsman Corporation |
$15,001 - $50,000 | joint | — | — |
| E | SELL | 14 Apr 2020 | NWS News Corporation |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 14 Apr 2020 | UN The Unilever Group |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 14 Apr 2020 | MSM MSC Industrial Direct Co., Inc. |
$15,001 - $50,000 | joint | — | — |
| D | SELL | 14 Apr 2020 | SYY Sysco Corporation |
$15,001 - $50,000 | joint | — | yes |
| E | SELL | 14 Apr 2020 | PG The Procter & Gamble Company |
$50,001 - $100,000 | joint | — | — |
| E | SELL | 14 Apr 2020 | EAF GrafTech International Ltd. |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 13 Apr 2020 | EQM EQM Midstream Partners, LP |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 13 Apr 2020 | EQM EQM Midstream Partners, LP |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 09 Apr 2020 | ORCL Oracle Corporation |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 09 Apr 2020 | ORCL Oracle Corporation |
$1,001 - $15,000 | joint | — | — |
| D | BUY | 07 Apr 2020 | PBA Pembina Pipeline Corporation |
$1,001 - $15,000 | joint | +29.6% | — |
| D | SELL | 07 Apr 2020 | CEQP Crestwood Equity Partners LP |
$1,001 - $15,000 | joint | — | — |
| E | BUY | 07 Apr 2020 | PBA Pembina Pipeline Corporation |
$1,001 - $15,000 | joint | +4.4% | — |
| E | SELL | 07 Apr 2020 | CEQP Crestwood Equity Partners LP |
$1,001 - $15,000 | joint | — | — |
| E | BUY | 06 Apr 2020 | LYV Live Nation Entertainment, Inc. |
$1,001 - $15,000 | joint | +19.7% | — |
| E | SELL | 06 Apr 2020 | MRK Merck & Co., Inc. |
$1,001 - $15,000 | joint | — | — |
| E | BUY | 06 Apr 2020 | ENB Enbridge Inc. |
$1,001 - $15,000 | joint | +20.2% | — |
| E | BUY | 06 Apr 2020 | TRP TC Energy Corporation |
$1,001 - $15,000 | joint | +14.1% | — |
| E | BUY | 06 Apr 2020 | LYV Live Nation Entertainment, Inc. |
$1,001 - $15,000 | joint | +54.9% | — |
| E | SELL | 06 Apr 2020 | MRK Merck & Co., Inc. |
$1,001 - $15,000 | joint | — | — |
| E | BUY | 06 Apr 2020 | ENB Enbridge Inc. |
$1,001 - $15,000 | joint | -9.8% | — |
| E | BUY | 06 Apr 2020 | TRP TC Energy Corporation |
$1,001 - $15,000 | joint | -28.2% | — |
| E | SELL | 03 Apr 2020 | PFE Pfizer Inc. |
$1,001 - $15,000 | joint | — | — |
| E | BUY | 03 Apr 2020 | LYV Live Nation Entertainment, Inc. |
$1,001 - $15,000 | joint | +19.7% | — |
| E | SELL | 03 Apr 2020 | MRK Merck & Co., Inc. |
$15,001 - $50,000 | joint | — | — |
| E | BUY | 03 Apr 2020 | SBUX Starbucks Corporation |
$1,001 - $15,000 | joint | -34.9% | — |
| E | SELL | 03 Apr 2020 | ORCL Oracle Corporation |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 03 Apr 2020 | PFE Pfizer Inc. |
$1,001 - $15,000 | joint | — | — |
| E | BUY | 03 Apr 2020 | LYV Live Nation Entertainment, Inc. |
$1,001 - $15,000 | joint | +54.9% | — |
| E | SELL | 03 Apr 2020 | MRK Merck & Co., Inc. |
$15,001 - $50,000 | joint | — | — |
| E | BUY | 03 Apr 2020 | SBUX Starbucks Corporation |
$1,001 - $15,000 | joint | +5.4% | — |
| E | SELL | 03 Apr 2020 | ORCL Oracle Corporation |
$1,001 - $15,000 | joint | — | — |
| E | BUY | 01 Apr 2020 | MU Micron Technology, Inc. |
$1,001 - $15,000 | joint | -18.3% | — |
| E | BUY | 01 Apr 2020 | MU Micron Technology, Inc. |
$1,001 - $15,000 | joint | -18.3% | — |
| E | BUY | 01 Apr 2020 | MU Micron Technology, Inc. |
$1,001 - $15,000 | joint | +24.0% | — |
| E | BUY | 01 Apr 2020 | MU Micron Technology, Inc. |
$1,001 - $15,000 | joint | +24.0% | — |
| E | BUY | 31 Mar 2020 | MU Micron Technology, Inc. |
$1,001 - $15,000 | joint | +55.6% | — |
| D | SELL | 31 Mar 2020 | MRK Merck & Co., Inc. |
$15,001 - $50,000 | joint | — | — |
| E | SELL | 30 Mar 2020 | GPK Graphic Packaging Holding Company |
$1,001 - $15,000 | joint | — | — |
| E | BUY | 30 Mar 2020 | MU Micron Technology, Inc. |
$1,001 - $15,000 | joint | +55.6% | — |
| E | BUY | 30 Mar 2020 | MU Micron Technology, Inc. |
$1,001 - $15,000 | joint | +55.6% | — |
| D | SELL | 27 Mar 2020 | ORCL Oracle Corporation |
$15,001 - $50,000 | joint | — | — |
| E | BUY | 27 Mar 2020 | BOIVF Bollore |
$1,001 - $15,000 | joint | +25.9% | — |
| E | SELL | 27 Mar 2020 | VIAC ViacomCBS Inc. |
$1,001 - $15,000 | joint | — | — |
| E | BUY | 27 Mar 2020 | MU Micron Technology, Inc. |
$1,001 - $15,000 | joint | +55.6% | — |
| D | SELL | 27 Mar 2020 | GPK Graphic Packaging Holding Company |
$15,001 - $50,000 | joint | — | — |
| E | BUY | 27 Mar 2020 | SBUX Starbucks Corporation |
$1,001 - $15,000 | joint | +14.2% | — |
| E | BUY | 27 Mar 2020 | MU Micron Technology, Inc. |
$15,001 - $50,000 | joint | +55.6% | — |
| E | BUY | 26 Mar 2020 | DOW Dow Inc. |
$1,001 - $15,000 | joint | +71.5% | — |
| D | BUY | 26 Mar 2020 | NFLX Netflix, Inc. |
$15,001 - $50,000 | joint | -10.9% | — |
| E | BUY | 26 Mar 2020 | TRP TC Energy Corporation |
$1,001 - $15,000 | joint | -48.6% | — |
| E | BUY | 26 Mar 2020 | BOIVF Bollore |
$1,001 - $15,000 | joint | +25.9% | — |
| E | BUY | 26 Mar 2020 | WMB The Williams Companies, Inc. |
$1,001 - $15,000 | joint | +21.2% | — |
| E | BUY | 26 Mar 2020 | LNG Cheniere Energy, Inc. |
$1,001 - $15,000 | joint | +53.8% | — |
| D | BUY | 25 Mar 2020 | BOIVF Bollore |
$1,001 - $15,000 | joint | +25.9% | — |
| E | BUY | 24 Mar 2020 | SBUX Starbucks Corporation |
$1,001 - $15,000 | joint | +14.2% | — |
| E | BUY | 24 Mar 2020 | BOIVF Bollore |
$1,001 - $15,000 | joint | +25.9% | — |
| D | BUY | 23 Mar 2020 | NWS News Corporation |
$1,001 - $15,000 | joint | +129.4% | — |
| C | BUY | 23 Mar 2020 | BAC Bank of America Corporation |
$1,001 - $15,000 | joint | +33.5% | yes |
| E | BUY | 23 Mar 2020 | BOIVF Bollore |
$1,001 - $15,000 | joint | +25.9% | — |
| E | BUY | 23 Mar 2020 | SBUX Starbucks Corporation |
$1,001 - $15,000 | joint | +14.2% | — |
| C | BUY | 23 Mar 2020 | BAC Bank of America Corporation |
$1,001 - $15,000 | joint | +33.5% | yes |
| E | BUY | 23 Mar 2020 | SBUX Starbucks Corporation |
$1,001 - $15,000 | joint | +14.2% | — |
| D | BUY | 23 Mar 2020 | RL Ralph Lauren Corporation |
$1,001 - $15,000 | joint | +31.5% | — |
| D | BUY | 20 Mar 2020 | BOIVF Bollore |
$1,001 - $15,000 | joint | +25.9% | — |
| C | BUY | 20 Mar 2020 | SYY Sysco Corporation |
$1,001 - $15,000 | joint | +38.5% | yes |
| D | BUY | 20 Mar 2020 | PAGP Plains GP Holdings, L.P. |
$1,001 - $15,000 | joint | +19.2% | — |
| E | BUY | 20 Mar 2020 | MSM MSC Industrial Direct Co., Inc. |
$1,001 - $15,000 | joint | +20.8% | — |
| E | BUY | 20 Mar 2020 | NWSA News Corporation |
$1,001 - $15,000 | joint | +153.1% | — |
| E | BUY | 20 Mar 2020 | PAGP Plains GP Holdings, L.P. |
$1,001 - $15,000 | joint | +19.2% | — |
| E | SELL | 20 Mar 2020 | KR The Kroger Co. |
$1,001 - $15,000 | joint | — | — |
| E | BUY | 20 Mar 2020 | M Macy's, Inc. |
$1,001 - $15,000 | joint | +153.6% | — |
| D | BUY | 19 Mar 2020 | SBUX Starbucks Corporation |
$15,001 - $50,000 | joint | +14.2% | — |
| E | SELL | 19 Mar 2020 | KR The Kroger Co. |
$1,001 - $15,000 | joint | — | — |
| E | BUY | 19 Mar 2020 | GOOG Alphabet Inc. |
$1,001 - $15,000 | joint | +35.5% | — |
| E | SELL | 19 Mar 2020 | KR The Kroger Co. |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 19 Mar 2020 | CLX The Clorox Company |
$1,001 - $15,000 | joint | — | — |
| E | BUY | 18 Mar 2020 | GM General Motors Company |
$1,001 - $15,000 | joint | +164.3% | — |
| E | BUY | 18 Mar 2020 | LYV Live Nation Entertainment, Inc. |
$1,001 - $15,000 | joint | +81.6% | — |
| E | SELL | 18 Mar 2020 | KR The Kroger Co. |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 18 Mar 2020 | KR The Kroger Co. |
$1,001 - $15,000 | joint | — | — |
| D | BUY | 18 Mar 2020 | BAC Bank of America Corporation |
$1,001 - $15,000 | joint | +33.5% | yes |
| E | SELL | 18 Mar 2020 | KR The Kroger Co. |
$1,001 - $15,000 | joint | — | — |
| E | BUY | 18 Mar 2020 | UHAL AMERCO |
$1,001 - $15,000 | joint | +77.8% | — |
| D | BUY | 18 Mar 2020 | CDLX Cardlytics, Inc. |
$100,001 - $250,000 | joint | +199.5% | — |
| D | BUY | 18 Mar 2020 | CDLX Cardlytics, Inc. |
$100,001 - $250,000 | joint | +199.5% | — |
| E | BUY | 18 Mar 2020 | LYV Live Nation Entertainment, Inc. |
$1,001 - $15,000 | joint | +81.6% | — |
| E | BUY | 17 Mar 2020 | UHAL AMERCO |
$1,001 - $15,000 | joint | +77.8% | — |
| E | BUY | 17 Mar 2020 | LYV Live Nation Entertainment, Inc. |
$1,001 - $15,000 | joint | +81.6% | — |
| E | BUY | 17 Mar 2020 | AXTA Axalta Coating Systems Ltd. |
$1,001 - $15,000 | joint | +26.1% | — |
| E | SELL | 17 Mar 2020 | PG The Procter & Gamble Company |
$15,001 - $50,000 | joint | — | — |
| E | SELL | 17 Mar 2020 | PEP PepsiCo, Inc. |
$15,001 - $50,000 | joint | — | — |
| E | BUY | 17 Mar 2020 | NWSA News Corporation |
$1,001 - $15,000 | joint | +153.1% | — |
| C | BUY | 17 Mar 2020 | FHB First Hawaiian, Inc. |
$1,001 - $15,000 | joint | +37.5% | yes |
| E | BUY | 17 Mar 2020 | CTSH Cognizant Technology Solutions Cor |
$1,001 - $15,000 | joint | +16.2% | — |
| C | BUY | 17 Mar 2020 | SYY Sysco Corporation |
$1,001 - $15,000 | joint | +38.5% | yes |
| E | BUY | 17 Mar 2020 | MSM MSC Industrial Direct Co., Inc. |
$1,001 - $15,000 | joint | +20.8% | — |
| E | SELL | 17 Mar 2020 | KR The Kroger Co. |
$1,001 - $15,000 | joint | — | — |
| C | BUY | 17 Mar 2020 | WFC Wells Fargo & Company |
$1,001 - $15,000 | joint | -9.9% | yes |
| E | BUY | 17 Mar 2020 | HUN Huntsman Corporation |
$1,001 - $15,000 | joint | +57.2% | — |
| E | SELL | 16 Mar 2020 | KR The Kroger Co. |
$1,001 - $15,000 | joint | — | — |
| E | BUY | 16 Mar 2020 | AXTA Axalta Coating Systems Ltd. |
$1,001 - $15,000 | joint | +26.1% | — |
| E | SELL | 16 Mar 2020 | KR The Kroger Co. |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 16 Mar 2020 | KR The Kroger Co. |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 16 Mar 2020 | KR The Kroger Co. |
$15,001 - $50,000 | joint | — | — |
| C | BUY | 16 Mar 2020 | RF Regions Financial Corporation |
$1,001 - $15,000 | joint | +95.5% | yes |
| E | BUY | 16 Mar 2020 | FOX Fox Corporation |
$1,001 - $15,000 | joint | -0.8% | — |
| E | BUY | 16 Mar 2020 | LYV Live Nation Entertainment, Inc. |
$1,001 - $15,000 | joint | +81.6% | — |
| D | BUY | 16 Mar 2020 | HUN Huntsman Corporation |
$1,001 - $15,000 | joint | +57.2% | — |
| E | BUY | 13 Mar 2020 | ENB Enbridge Inc. |
$1,001 - $15,000 | joint | -25.0% | — |
| E | SELL | 13 Mar 2020 | KR The Kroger Co. |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 13 Mar 2020 | KR The Kroger Co. |
$1,001 - $15,000 | joint | — | — |
| E | BUY | 13 Mar 2020 | TRP TC Energy Corporation |
$1,001 - $15,000 | joint | -48.6% | — |
| E | BUY | 13 Mar 2020 | ENB Enbridge Inc. |
$1,001 - $15,000 | joint | -25.0% | — |
| E | SELL | 13 Mar 2020 | KR The Kroger Co. |
$1,001 - $15,000 | joint | — | — |
| E | BUY | 13 Mar 2020 | TRP TC Energy Corporation |
$1,001 - $15,000 | joint | -48.6% | — |
| D | SELL | 11 Mar 2020 | GEL Genesis Energy, L.P. |
$1,001 - $15,000 | joint | — | — |
| D | BUY | 10 Mar 2020 | MSM MSC Industrial Direct Co., Inc. |
$1,001 - $15,000 | joint | +20.8% | — |
| D | BUY | 10 Mar 2020 | M Macy's, Inc. |
$1,001 - $15,000 | joint | +153.6% | — |
| D | BUY | 10 Mar 2020 | NWSA News Corporation |
$1,001 - $15,000 | joint | +153.1% | — |
| D | BUY | 10 Mar 2020 | FOXA Fox Corporation |
$1,001 - $15,000 | joint | +0.4% | — |
| D | BUY | 10 Mar 2020 | EAF GrafTech International Ltd. |
$1,001 - $15,000 | joint | +12.6% | — |
| C | BUY | 09 Mar 2020 | BRK-B Berkshire Hathaway Inc. |
$1,001 - $15,000 | joint | -17.5% | yes |
| C | BUY | 06 Mar 2020 | BRK-B Berkshire Hathaway Inc. |
$15,001 - $50,000 | joint | -17.5% | yes |
| C | SELL | 06 Mar 2020 | BAC Bank of America Corporation |
$1,001 - $15,000 | joint | — | yes |
| C | BUY | 06 Mar 2020 | BRK-B Berkshire Hathaway Inc. |
$15,001 - $50,000 | joint | -17.5% | yes |
| — | BUY | 06 Mar 2020 | None MADISON WIS GO 4% 10/01/20 AO (MUN |
$100,001 - $250,000 | joint | — | — |
| E | BUY | 05 Mar 2020 | URBN Urban Outfitters, Inc. |
$1,001 - $15,000 | joint | +117.0% | — |
| D | SELL | 05 Mar 2020 | KR The Kroger Co. |
$15,001 - $50,000 | joint | — | — |
| C | BUY | 05 Mar 2020 | BRK-B Berkshire Hathaway Inc. |
$1,001 - $15,000 | joint | -17.5% | yes |
| C | BUY | 05 Mar 2020 | BRK-B Berkshire Hathaway Inc. |
$15,001 - $50,000 | joint | -17.5% | yes |
| E | BUY | 05 Mar 2020 | URBN Urban Outfitters, Inc. |
$1,001 - $15,000 | joint | +117.0% | — |
| — | BUY | 05 Mar 2020 | None CHEROKEE CNTY GA SCH SYS GO 5% 02/ |
$250,001 - $500,000 | joint | — | — |
| C | SELL | 04 Mar 2020 | BAC Bank of America Corporation |
$1,001 - $15,000 | joint | — | yes |
| E | SELL | 04 Mar 2020 | KR The Kroger Co. |
$1,001 - $15,000 | joint | — | — |
| E | BUY | 04 Mar 2020 | URBN Urban Outfitters, Inc. |
$1,001 - $15,000 | joint | +117.0% | — |
| E | BUY | 04 Mar 2020 | URBN Urban Outfitters, Inc. |
$1,001 - $15,000 | joint | +117.0% | — |
| E | BUY | 04 Mar 2020 | URBN Urban Outfitters, Inc. |
$1,001 - $15,000 | joint | +117.0% | — |
| E | BUY | 04 Mar 2020 | GM General Motors Company |
$1,001 - $15,000 | joint | +164.3% | — |
| E | SELL | 04 Mar 2020 | KR The Kroger Co. |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 03 Mar 2020 | KR The Kroger Co. |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 03 Mar 2020 | KR The Kroger Co. |
$1,001 - $15,000 | joint | — | — |
| E | BUY | 02 Mar 2020 | WPX WPX Energy, Inc. |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 02 Mar 2020 | KR The Kroger Co. |
$15,001 - $50,000 | joint | — | — |
| E | BUY | 02 Mar 2020 | DD DuPont de Nemours, Inc. |
$1,001 - $15,000 | joint | +71.3% | — |
| E | SELL | 02 Mar 2020 | CZR Caesars Entertainment Corporation |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 02 Mar 2020 | CZR Caesars Entertainment Corporation |
$1,001 - $15,000 | joint | — | — |
| C | SELL | 02 Mar 2020 | BAC Bank of America Corporation |
$15,001 - $50,000 | joint | — | yes |
| E | BUY | 28 Feb 2020 | GM General Motors Company |
$1,001 - $15,000 | joint | -31.2% | — |
| E | BUY | 28 Feb 2020 | PFE Pfizer Inc. |
$15,001 - $50,000 | joint | +30.2% | — |
| E | BUY | 28 Feb 2020 | DD DuPont de Nemours, Inc. |
$1,001 - $15,000 | joint | -14.0% | — |
| E | BUY | 28 Feb 2020 | DD DuPont de Nemours, Inc. |
$1,001 - $15,000 | joint | -14.0% | — |
| E | BUY | 28 Feb 2020 | DVN Devon Energy Corporation |
$1,001 - $15,000 | joint | +188.8% | — |
| E | BUY | 28 Feb 2020 | PFE Pfizer Inc. |
$15,001 - $50,000 | joint | +30.2% | — |
| E | BUY | 28 Feb 2020 | PFE Pfizer Inc. |
$1,001 - $15,000 | joint | +30.2% | — |
| E | SELL | 28 Feb 2020 | CZR Caesars Entertainment Corporation |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 28 Feb 2020 | CZR Caesars Entertainment Corporation |
$1,001 - $15,000 | joint | — | — |
Click any row for the full trade breakdown.