Trade of the Dean Phillips
Democrat · MN-3 · House
In-remit alpha 12m
+21.3%
55 buys in their jurisdiction
Everything else
+5.4%
their other buys
$-weighted 12m
+7.8%
all buys, by size
t-stat (12m)
3.02
outside the noise
Disclosure lag
29 days
trade → public filing
Est. volume
$869.2K
0 option trades
Trading profile
| Disclosed transactions | 379 across 24 filings |
| Buys / sells | 271 / 105 |
| Distinct securities | 157 |
| Estimated volume | $6.4M |
| Traded in family accounts | 0 of 379 |
| Active | 02 Dec 2019 – 02 Jul 2024 |
| Busiest single day | 65 trades 02 Apr 2020 |
65 transactions on a single day is the signature of a managed account being rebalanced rather than 65 separate decisions — which is why the grades below skew low.
What they buy
| Financials | 48 | |
| Technology | 48 | |
| Healthcare | 24 | |
| Industrials | 23 | |
| Telecom | 21 | |
| Utilities | 10 | |
| Real Estate | 9 | |
| Materials | 7 |
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 |
|
23 |
| C |
|
35 |
| D |
|
98 |
| E |
|
151 |
Largest positions
| Ticker | Buys | Est. size | Avg 12m vs SPY |
|---|---|---|---|
| TSLA | 2 | $74.6K | -1.3% |
| CMCSA | 11 | $42.6K | -6.6% |
| CRM | 1 | $27.4K | -22.5% |
| SNE | 7 | $27.1K | — |
| PHG | 7 | $27.1K | -4.7% |
| WFC | 6 | $23.2K | -8.1% |
| ABT | 6 | $23.2K | -13.8% |
| SCHW | 5 | $19.4K | +42.5% |
| PGR | 5 | $19.4K | -13.7% |
| NTRS | 4 | $15.5K | -13.7% |
| MU | 4 | $15.5K | -0.0% |
| BKNG | 4 | $15.5K | +6.3% |
All disclosed trades
| Grade | Side | Traded | Ticker | Amount | Owner | 12m vs SPY | Remit |
|---|---|---|---|---|---|---|---|
| — | SELL | 02 Jul 2024 | None Outsell, Inc. |
$1,001 - $15,000 | self | — | — |
| — | SELL | 27 Jun 2024 | None Outsell, Inc. |
$1,000,001 - $5,000,000 | self | — | — |
| — | BUY | 21 May 2024 | None Arcadia Medal Investors, LP |
$500,001 - $1,000,000 | self | — | — |
| — | SELL | 01 Sep 2021 | None Capital One Financial Co Var Rt 12 |
$15,001 - $50,000 | self | — | — |
| D | SELL | 21 Jul 2021 | ALXN Alexion Pharmaceuticals, Inc. (AlX |
$1,001 - $15,000 | self | — | — |
| D | SELL | 21 Jul 2021 | AZN AstraZeneca PlC - American Deposit |
$1,001 - $15,000 | self | — | — |
| — | SELL | 01 Jul 2021 | None Honolulu City & Cnty HI Wstwtr Sys |
$15,001 - $50,000 | self | — | — |
| — | SELL | 01 Jul 2021 | None Phoenix AZ Ref unlimited Tax 4% 07 |
$15,001 - $50,000 | self | — | — |
| — | SELL | 15 Jun 2021 | None Metlife, Inc Var Rt 12/15/2165 dtd |
$50,001 - $100,000 | self | — | — |
| — | SELL | 17 May 2021 | None Digital Realty Trust Inc PFD |
$1,001 - $15,000 | self | — | — |
| — | SELL | 03 May 2021 | None MO St Hwys & Trnst Ref-1st lien- S |
$15,001 - $50,000 | self | — | — |
| — | SELL | 15 Apr 2021 | None Morgan Stanley Rt 07/15/2165 dtd 0 |
$250,001 - $500,000 | self | — | — |
| — | SELL | 15 Apr 2021 | None u.S. Bancorp Var Rt 01/15/2166 dtd |
$15,001 - $50,000 | self | — | — |
| D | SELL | 15 Apr 2021 | VAR Varian Medical Systems, Inc. (VAR) |
$1,001 - $15,000 | self | — | — |
| — | SELL | 15 Mar 2021 | None State Street Corp Var Rt 09/15/216 |
$1,001 - $15,000 | self | — | — |
| — | SELL | 15 Mar 2021 | None Wachovia Cap Trust III Var Rt Mar |
$250,001 - $500,000 | self | — | — |
| — | SELL | 01 Mar 2021 | None Raleigh NC Comb Enterprise Sys Rev |
$15,001 - $50,000 | self | — | — |
| — | BUY | 19 Feb 2021 | None Citigroup Inc. Var Rt Perp Mat dtd |
$1,001 - $15,000 | self | — | — |
| — | SELL | 19 Feb 2021 | None Citigroup Inc. Var Rt Perp Mat dtd |
$1,001 - $15,000 | self | — | — |
| — | SELL | 16 Feb 2021 | None Citigroup Inc. Var Rt Perp Mat dtd |
$1,001 - $15,000 | self | — | — |
| — | BUY | 10 Feb 2021 | None Citigroup Inc. Var Rt Perp Mat dtd |
$1,001 - $15,000 | self | — | — |
| — | SELL | 05 Feb 2021 | None goldman Sachs group Inc. Var Rt Pe |
$250,001 - $500,000 | self | — | — |
| — | BUY | 26 Jan 2021 | None SVB Financial group Var RT Perp Ma |
$1,001 - $15,000 | self | — | — |
| — | SELL | 26 Jan 2021 | None uS Bancorp VAR RT Perp Mat dtd 11/ |
$1,001 - $15,000 | self | — | — |
| D | SELL | 25 Jan 2021 | HON Honeywell International Inc. (HON) |
$1,001 - $15,000 | self | — | — |
| D | SELL | 21 Jan 2021 | PCAR PACCAR Inc. (PCAR) |
$1,001 - $15,000 | self | — | — |
| — | SELL | 19 Jan 2021 | None goldman Sachs group Inc. Var Rt Pe |
$1,001 - $15,000 | self | — | — |
| — | BUY | 19 Jan 2021 | None Wells Fargo & CO Var RT Perp Mat d |
$15,001 - $50,000 | self | — | — |
| D | SELL | 12 Jan 2021 | ACN Accenture plc Class A Ordinary Sha |
$1,001 - $15,000 | self | — | — |
| D | SELL | 12 Jan 2021 | BKNG Booking Holdings Inc. (BKNg) |
$1,001 - $15,000 | self | — | — |
| D | BUY | 12 Jan 2021 | FMS Fresenius Medical Care Ag (FMS) |
$1,001 - $15,000 | self | -22.6% | — |
| D | SELL | 11 Jan 2021 | ACN Accenture plc Class A Ordinary Sha |
$1,001 - $15,000 | self | — | — |
| D | SELL | 11 Jan 2021 | CB Chubb limited (CB) |
$1,001 - $15,000 | self | — | — |
| D | BUY | 11 Jan 2021 | FMS Fresenius Medical Care Ag (FMS) |
$1,001 - $15,000 | self | -22.6% | — |
| D | SELL | 08 Jan 2021 | ACN Accenture plc Class A Ordinary Sha |
$1,001 - $15,000 | self | — | — |
| D | BUY | 08 Jan 2021 | ACGL Arch Capital group ltd. (ACgl) |
$1,001 - $15,000 | self | +20.0% | — |
| D | SELL | 08 Jan 2021 | CB Chubb limited (CB) |
$1,001 - $15,000 | self | — | — |
| — | BUY | 08 Jan 2021 | None WI St Transportation Rev Ref-Ser 2 |
$15,001 - $50,000 | self | — | — |
| D | SELL | 07 Jan 2021 | ACN Accenture plc Class A Ordinary Sha |
$1,001 - $15,000 | self | — | — |
| D | SELL | 07 Jan 2021 | TIF Tiffany & Co. (TIF) |
$1,001 - $15,000 | self | — | — |
| E | BUY | 05 Jan 2021 | ABT Abbott laboratories (ABT) |
$1,001 - $15,000 | self | -17.2% | — |
| E | BUY | 05 Jan 2021 | ABT Abbott laboratories (ABT) |
$1,001 - $15,000 | self | -17.2% | — |
| D | BUY | 05 Jan 2021 | ALXN Alexion Pharmaceuticals, Inc. (AlX |
$1,001 - $15,000 | self | — | — |
| E | SELL | 05 Jan 2021 | AAL American Airlines group, Inc. (AAl |
$1,001 - $15,000 | self | — | — |
| E | SELL | 05 Jan 2021 | T AT&T Inc. (T) |
$1,001 - $15,000 | self | — | — |
| E | SELL | 05 Jan 2021 | DTE DTE Energy Company (DTE) |
$1,001 - $15,000 | self | — | — |
| — | BUY | 05 Jan 2021 | None Equitable Holdings Inc. |
$1,001 - $15,000 | self | — | — |
| D | BUY | 05 Jan 2021 | ES Eversource Energy (ES) |
$1,001 - $15,000 | self | -16.6% | — |
| E | BUY | 05 Jan 2021 | IRM Iron Mountain Incorporated (IRM) |
$1,001 - $15,000 | self | +24.7% | — |
| E | BUY | 05 Jan 2021 | TSLA Tesla, Inc. (TSlA) |
$1,001 - $15,000 | self | -2.0% | — |
| D | BUY | 05 Jan 2021 | ABT Abbott Laboratories (ABT) |
$1,001 - $15,000 | self | -9.9% | — |
| — | SELL | 31 Dec 2020 | None Selective Insurance group |
$1,001 - $15,000 | self | — | — |
| — | SELL | 29 Dec 2020 | None First Citizens bancshare PFD |
$1,001 - $15,000 | self | — | — |
| — | SELL | 24 Dec 2020 | None Fifth Third bancorp 09/30/2165 DTD |
$1,001 - $15,000 | self | — | — |
| D | SELL | 22 Dec 2020 | HDS HD Supply Holdings, Inc. (HDS) |
$1,001 - $15,000 | self | — | — |
| D | SELL | 21 Dec 2020 | HDS HD Supply Holdings, Inc. (HDS) |
$1,001 - $15,000 | self | — | — |
| E | SELL | 18 Dec 2020 | AKAM Akamai Technologies, Inc. (AKAM) |
$1,001 - $15,000 | self | — | — |
| E | BUY | 18 Dec 2020 | AAL American Airlines group, Inc. (AAl |
$1,001 - $15,000 | self | +2.4% | — |
| E | SELL | 18 Dec 2020 | ARNC Arconic Corporation (ARNC) |
$1,001 - $15,000 | self | — | — |
| E | SELL | 18 Dec 2020 | T AT&T Inc. (T) |
$1,001 - $15,000 | self | — | — |
| E | SELL | 18 Dec 2020 | BAX baxter International Inc. (bAX) |
$1,001 - $15,000 | self | — | — |
| E | SELL | 18 Dec 2020 | BSX boston Scientific Corporation (bSX |
$1,001 - $15,000 | self | — | — |
| E | BUY | 18 Dec 2020 | CSCO Cisco Systems, Inc. (CSCO) |
$1,001 - $15,000 | self | +15.9% | — |
| D | SELL | 18 Dec 2020 | CFG Citizens Financial group, Inc. (CF |
$1,001 - $15,000 | self | — | yes |
| E | SELL | 18 Dec 2020 | CTXS Citrix Systems, Inc. (CTXS) |
$1,001 - $15,000 | self | — | — |
| E | SELL | 18 Dec 2020 | CLX Clorox Company (ClX) |
$1,001 - $15,000 | self | — | — |
| E | SELL | 18 Dec 2020 | ED Consolidated Edison, Inc. (ED) |
$1,001 - $15,000 | self | — | — |
| D | SELL | 18 Dec 2020 | DLR Digital Realty Trust, Inc. (DlR) |
$1,001 - $15,000 | self | — | yes |
| E | BUY | 18 Dec 2020 | DLTR Dollar Tree, Inc. (DlTR) |
$1,001 - $15,000 | self | -4.1% | — |
| D | SELL | 18 Dec 2020 | EQIX Equinix, Inc. (EQIX) |
$1,001 - $15,000 | self | — | yes |
| — | SELL | 18 Dec 2020 | None Fifth Third bancorp 09/30/2165 DTD |
$1,001 - $15,000 | self | — | — |
| E | SELL | 18 Dec 2020 | GILD gilead Sciences, Inc. (gIlD) |
$1,001 - $15,000 | self | — | — |
| E | SELL | 18 Dec 2020 | HDS HD Supply Holdings, Inc. (HDS) |
$1,001 - $15,000 | self | — | — |
| E | BUY | 18 Dec 2020 | INTC Intel Corporation (INTC) |
$1,001 - $15,000 | self | -14.1% | — |
| E | SELL | 18 Dec 2020 | JKHY Jack Henry & Associates, Inc. (JKH |
$1,001 - $15,000 | self | — | — |
| E | SELL | 18 Dec 2020 | NI NiSource Inc (NI) |
$1,001 - $15,000 | self | — | — |
| E | SELL | 18 Dec 2020 | CRM Salesforce.com Inc (CRM) |
$15,001 - $50,000 | self | — | — |
| C | SELL | 18 Dec 2020 | SBAC SbA Communications Corporation - C |
$1,001 - $15,000 | self | — | yes |
| D | BUY | 18 Dec 2020 | SPG Simon Property group, Inc. (SPg) |
$1,001 - $15,000 | self | +71.7% | yes |
| E | BUY | 18 Dec 2020 | TSLA Tesla, Inc. (TSlA) |
$50,001 - $100,000 | self | -0.7% | — |
| D | SELL | 18 Dec 2020 | TDG Transdigm group Incorporated Trans |
$1,001 - $15,000 | self | — | yes |
| E | BUY | 18 Dec 2020 | VRTX Vertex Pharmaceuticals Incorporate |
$1,001 - $15,000 | self | -30.0% | — |
| D | SELL | 17 Dec 2020 | HDS HD Supply Holdings, Inc. (HDS) |
$1,001 - $15,000 | self | — | — |
| D | BUY | 16 Dec 2020 | CMCSA Comcast Corporation - Class A (CMC |
$1,001 - $15,000 | self | -25.3% | — |
| — | SELL | 16 Dec 2020 | None First Citizens bancshare PFD |
$1,001 - $15,000 | self | — | — |
| B | BUY | 16 Dec 2020 | JPM JP Morgan Chase & Co. (JPM) |
$1,001 - $15,000 | self | +1.4% | yes |
| D | BUY | 16 Dec 2020 | SNE Sony Corporation (SNE) |
$1,001 - $15,000 | self | — | — |
| D | BUY | 10 Dec 2020 | MAS Masco Corporation (MAS) |
$1,001 - $15,000 | self | +0.7% | — |
| D | BUY | 09 Dec 2020 | MAS Masco Corporation (MAS) |
$1,001 - $15,000 | self | +0.7% | — |
| — | BUY | 08 Dec 2020 | None Charles Schwab Corp Var Rt Perp Ma |
$15,001 - $50,000 | self | — | — |
| — | SELL | 07 Dec 2020 | None Selective Insurance group |
$1,001 - $15,000 | self | — | — |
| — | BUY | 02 Dec 2020 | None Selective Insurance group |
$1,001 - $15,000 | self | — | — |
| — | BUY | 16 Nov 2020 | None Assurant Inc. PFD |
$1,001 - $15,000 | self | — | — |
| D | SELL | 16 Nov 2020 | BKNG booking Holdings Inc. (bKNg) |
$1,001 - $15,000 | self | — | — |
| D | BUY | 16 Nov 2020 | CMCSA Comcast Corporation - Class A (CMC |
$1,001 - $15,000 | self | -29.8% | — |
| D | SELL | 16 Nov 2020 | HON Honeywell International Inc. (HON) |
$1,001 - $15,000 | self | — | — |
| E | BUY | 16 Nov 2020 | MU Micron Technology, Inc. (Mu) |
$1,001 - $15,000 | self | -10.6% | — |
| — | SELL | 03 Nov 2020 | None Charles Schwab Corporation PFD 5.9 |
$1,001 - $15,000 | self | — | — |
| D | SELL | 02 Nov 2020 | ACN Accenture plc Class A Ordinary Sha |
$1,001 - $15,000 | self | — | — |
| D | BUY | 02 Nov 2020 | CMCSA Comcast Corporation - Class A (CMC |
$1,001 - $15,000 | self | -29.8% | — |
| D | BUY | 30 Oct 2020 | MU Micron Technology, Inc. (Mu) |
$1,001 - $15,000 | self | +3.5% | — |
| — | BUY | 27 Oct 2020 | None bank of America Corp 4.38% PFD |
$1,001 - $15,000 | self | — | — |
| — | SELL | 22 Oct 2020 | None Charles Schwab Corporation PFD 5.9 |
$1,001 - $15,000 | self | — | — |
| — | SELL | 15 Oct 2020 | None Charles Schwab Corporation PFD 5.9 |
$1,001 - $15,000 | self | — | — |
| — | SELL | 13 Oct 2020 | None Metlife, Inc Var Rt 12/15/2165 dtd |
$100,001 - $250,000 | self | — | — |
| D | BUY | 02 Oct 2020 | MU Micron Technology, Inc. (Mu) |
$1,001 - $15,000 | self | +3.5% | — |
| D | BUY | 01 Oct 2020 | MU Micron Technology, Inc. (Mu) |
$1,001 - $15,000 | self | +3.5% | — |
| E | BUY | 23 Sep 2020 | MMM 3M Company (MMM) |
$1,001 - $15,000 | self | -18.9% | — |
| E | BUY | 23 Sep 2020 | ABT Abbott laboratories (ABT) |
$1,001 - $15,000 | self | -17.8% | — |
| E | BUY | 23 Sep 2020 | AMD Advanced Micro Devices, Inc. (AMD) |
$1,001 - $15,000 | self | -0.2% | — |
| E | BUY | 23 Sep 2020 | AKAM Akamai Technologies, Inc. (AKAM) |
$1,001 - $15,000 | self | -36.7% | — |
| E | BUY | 23 Sep 2020 | GOOGL Alphabet Inc. - Class A (gOOgl) |
$1,001 - $15,000 | self | +51.7% | — |
| E | BUY | 23 Sep 2020 | GOOG Alphabet Inc. - Class C Capital St |
$1,001 - $15,000 | self | +51.4% | — |
| E | BUY | 23 Sep 2020 | AMZN Amazon.com, Inc. (AMZN) |
$1,001 - $15,000 | self | -28.8% | — |
| E | BUY | 23 Sep 2020 | AAPL Apple Inc. (AAPl) |
$1,001 - $15,000 | self | -7.2% | — |
| E | BUY | 23 Sep 2020 | T AT&T Inc. (T) |
$1,001 - $15,000 | self | -26.9% | — |
| E | BUY | 23 Sep 2020 | ATO Atmos Energy Corporation (ATO) |
$1,001 - $15,000 | self | -31.0% | — |
| E | BUY | 23 Sep 2020 | BAX Baxter International Inc. (BAX) |
$1,001 - $15,000 | self | -24.6% | — |
| E | BUY | 23 Sep 2020 | CAT Caterpillar, Inc. (CAT) |
$1,001 - $15,000 | self | -4.5% | — |
| D | BUY | 23 Sep 2020 | SCHW Charles Schwab Corporation (SCHW) |
$1,001 - $15,000 | self | +78.7% | yes |
| E | BUY | 23 Sep 2020 | CTXS Citrix Systems, Inc. (CTXS) |
$1,001 - $15,000 | self | — | — |
| E | BUY | 23 Sep 2020 | CLX Clorox Company (ClX) |
$1,001 - $15,000 | self | -48.5% | — |
| C | BUY | 23 Sep 2020 | CME CME group Inc. - Class A (CME) |
$1,001 - $15,000 | self | -2.1% | yes |
| E | BUY | 23 Sep 2020 | CTSH Cognizant Technology Solutions Cor |
$1,001 - $15,000 | self | -23.1% | — |
| E | BUY | 23 Sep 2020 | ED Consolidated Edison, Inc. (ED) |
$1,001 - $15,000 | self | -30.2% | — |
| D | BUY | 23 Sep 2020 | DLR Digital Realty Trust, Inc. (DlR) |
$1,001 - $15,000 | self | -33.2% | yes |
| E | BUY | 23 Sep 2020 | EA Electronic Arts Inc. (EA) |
$1,001 - $15,000 | self | -19.3% | — |
| C | BUY | 23 Sep 2020 | EQIX Equinix, Inc. (EQIX) |
$1,001 - $15,000 | self | -33.2% | yes |
| E | BUY | 23 Sep 2020 | EL Estee lauder Companies, Inc. (El) |
$1,001 - $15,000 | self | +11.7% | — |
| E | BUY | 23 Sep 2020 | FB Facebook, Inc. - Class A (FB) |
$1,001 - $15,000 | self | — | — |
| E | BUY | 23 Sep 2020 | GILD gilead Sciences, Inc. (gIlD) |
$1,001 - $15,000 | self | -16.0% | — |
| E | BUY | 23 Sep 2020 | GPN global Payments Inc. (gPN) |
$1,001 - $15,000 | self | -43.6% | — |
| E | BUY | 23 Sep 2020 | INFO IHS Markit ltd. Common Shares (INF |
$1,001 - $15,000 | self | — | — |
| E | BUY | 23 Sep 2020 | JKHY Jack Henry & Associates, Inc. (JKH |
$1,001 - $15,000 | self | -26.0% | — |
| D | BUY | 23 Sep 2020 | L loews Corporation (l) |
$1,001 - $15,000 | self | +29.3% | yes |
| E | BUY | 23 Sep 2020 | MDLZ Mondelez International, Inc. - Cla |
$1,001 - $15,000 | self | -20.0% | — |
| E | BUY | 23 Sep 2020 | MSI Motorola Solutions, Inc. (MSI) |
$1,001 - $15,000 | self | +19.2% | — |
| E | BUY | 23 Sep 2020 | NFLX Netflix, Inc. (NFlX) |
$1,001 - $15,000 | self | -11.9% | — |
| E | BUY | 23 Sep 2020 | OTIS Otis Worldwide Corporation (OTIS) |
$1,001 - $15,000 | self | +0.1% | — |
| E | BUY | 23 Sep 2020 | PM Philip Morris International Inc (P |
$1,001 - $15,000 | self | +1.5% | — |
| E | BUY | 23 Sep 2020 | ROP Roper Technologies, Inc. (ROP) |
$1,001 - $15,000 | self | -16.9% | — |
| E | BUY | 23 Sep 2020 | CRM Salesforce.com Inc (CRM) |
$15,001 - $50,000 | self | -22.5% | — |
| C | BUY | 23 Sep 2020 | SBAC SBA Communications Corporation - C |
$1,001 - $15,000 | self | -18.6% | yes |
| E | BUY | 23 Sep 2020 | NOW ServiceNow, Inc. (NOW) |
$1,001 - $15,000 | self | -3.3% | — |
| E | BUY | 23 Sep 2020 | TMUS T-Mobile uS, Inc. (TMuS) |
$1,001 - $15,000 | self | -27.3% | — |
| E | BUY | 23 Sep 2020 | VRSN VeriSign, Inc. (VRSN) |
$1,001 - $15,000 | self | -29.3% | — |
| D | BUY | 23 Sep 2020 | WFC Wells Fargo & Company (WFC) |
$1,001 - $15,000 | self | +62.0% | yes |
| E | BUY | 23 Sep 2020 | XLNX Xilinx, Inc. (XlNX) |
$1,001 - $15,000 | self | — | — |
| — | BUY | 17 Sep 2020 | None Partnerre Finance B llC VAR RT 10/ |
$1,001 - $15,000 | self | — | — |
| — | SELL | 08 Sep 2020 | None Digital Realty Trust Inc PFD 6.35% |
$15,001 - $50,000 | self | — | — |
| — | BUY | 02 Sep 2020 | None WA MD Subn San Dist Ref 5.0%; 06/0 |
$15,001 - $50,000 | self | — | — |
| D | SELL | 01 Sep 2020 | ACN Accenture plc Class A Ordinary Sha |
$1,001 - $15,000 | self | — | — |
| D | BUY | 01 Sep 2020 | DLTR Dollar Tree, Inc. (DlTR) |
$1,001 - $15,000 | self | -21.7% | — |
| — | SELL | 01 Sep 2020 | None PA St Higher Edl Facs Auth Rev Tru |
$15,001 - $50,000 | self | — | — |
| — | BUY | 31 Aug 2020 | None Johnson County KS uNIF Sch Dist Re |
$15,001 - $50,000 | self | — | — |
| E | BUY | 10 Aug 2020 | ANET Arista Networks, Inc. (ANET) |
$1,001 - $15,000 | self | +39.4% | — |
| E | BUY | 10 Aug 2020 | BSX Boston Scientific Corporation (BSX |
$1,001 - $15,000 | self | -23.3% | — |
| E | SELL | 10 Aug 2020 | CMG Chipotle Mexican grill, Inc. (CMg) |
$1,001 - $15,000 | self | — | — |
| E | SELL | 10 Aug 2020 | DHR Danaher Corporation (DHR) |
$1,001 - $15,000 | self | — | — |
| E | BUY | 10 Aug 2020 | DXC DXC Technology Company (DXC) |
$1,001 - $15,000 | self | +44.9% | — |
| E | BUY | 10 Aug 2020 | FB Facebook, Inc. - Class A (FB) |
$1,001 - $15,000 | self | — | — |
| C | SELL | 10 Aug 2020 | HWM Howmet Aerospace Inc. (HWM) |
$1,001 - $15,000 | self | — | yes |
| E | BUY | 10 Aug 2020 | TAP Molson Coors Beverage Company Clas |
$1,001 - $15,000 | self | -0.8% | — |
| E | BUY | 10 Aug 2020 | NTAP NetApp, Inc. (NTAP) |
$1,001 - $15,000 | self | +80.6% | — |
| C | SELL | 10 Aug 2020 | PYPL PayPal Holdings, Inc. (PYPl) |
$1,001 - $15,000 | self | — | yes |
| C | SELL | 10 Aug 2020 | TDG Transdigm group Incorporated Trans |
$1,001 - $15,000 | self | — | yes |
| D | BUY | 10 Aug 2020 | UAA under Armour, Inc. Class A (uAA) |
$1,001 - $15,000 | self | +54.6% | — |
| D | BUY | 10 Aug 2020 | UA under Armour, Inc. Class C (uA) |
$1,001 - $15,000 | self | +54.9% | — |
| E | BUY | 10 Aug 2020 | WBA Walgreens Boots Alliance, Inc. (WB |
$1,001 - $15,000 | self | — | — |
| E | SELL | 10 Aug 2020 | WDC Western Digital Corporation (WDC) |
$1,001 - $15,000 | self | — | — |
| B | BUY | 30 Jul 2020 | TFC Truist Financial Corporation (TFC) |
$1,001 - $15,000 | self | +19.3% | yes |
| — | SELL | 21 Jul 2020 | None Viacom Inc Var Rt 02/28/2057 dtd 0 |
$1,001 - $15,000 | self | — | — |
| — | BUY | 29 Jun 2020 | None Met gov't Nashville & Davidson Cnt |
$15,001 - $50,000 | self | — | — |
| — | BUY | 17 Jun 2020 | None Discover Finl Svs Var Rt Perp Mat |
$1,001 - $15,000 | self | — | — |
| D | SELL | 08 Jun 2020 | HON Honeywell International Inc. (HON) |
$1,001 - $15,000 | self | — | — |
| D | BUY | 08 Jun 2020 | PHG Koninklijke Philips N.V. NY Regist |
$1,001 - $15,000 | self | -40.9% | — |
| B | BUY | 08 Jun 2020 | PGR Progressive Corporation (PgR) |
$1,001 - $15,000 | self | -6.3% | yes |
| D | SELL | 05 Jun 2020 | HON Honeywell International Inc. (HON) |
$1,001 - $15,000 | self | — | — |
| — | BUY | 02 Jun 2020 | None Columbia MO Sch Dist Ref-Ser b unl |
$15,001 - $50,000 | self | — | — |
| D | BUY | 02 Jun 2020 | SNE Sony Corporation (SNE) |
$1,001 - $15,000 | self | — | — |
| D | BUY | 01 Jun 2020 | CMCSA Comcast Corporation - Class A (CMC |
$1,001 - $15,000 | self | +8.8% | — |
| D | SELL | 01 Jun 2020 | DGX Quest Diagnostics Incorporated (Dg |
$1,001 - $15,000 | self | — | — |
| — | BUY | 27 May 2020 | None Truist Fin Corp Var Rt Perp Mat dt |
$15,001 - $50,000 | self | — | — |
| B | SELL | 27 May 2020 | WFC Wells Fargo & Company (WFC) |
$15,001 - $50,000 | self | — | yes |
| D | BUY | 26 May 2020 | SNE Sony Corporation (SNE) |
$1,001 - $15,000 | self | — | — |
| B | BUY | 21 May 2020 | PGR Progressive Corporation (PgR) |
$1,001 - $15,000 | self | -15.5% | yes |
| D | SELL | 21 May 2020 | UNH unitedHealth group Incorporated Co |
$1,001 - $15,000 | self | — | — |
| D | SELL | 20 May 2020 | EXPD Expeditors International of Washin |
$1,001 - $15,000 | self | — | — |
| B | BUY | 20 May 2020 | PGR Progressive Corporation (PgR) |
$1,001 - $15,000 | self | -15.5% | yes |
| D | SELL | 20 May 2020 | UNH unitedHealth group Incorporated Co |
$1,001 - $15,000 | self | — | — |
| B | BUY | 19 May 2020 | PGR Progressive Corporation (PgR) |
$1,001 - $15,000 | self | -15.5% | yes |
| D | SELL | 19 May 2020 | UNH unitedHealth group Incorporated Co |
$1,001 - $15,000 | self | — | — |
| B | BUY | 18 May 2020 | PGR Progressive Corporation (PgR) |
$1,001 - $15,000 | self | -15.5% | yes |
| D | BUY | 18 May 2020 | UL unilever PlC (ul) |
$1,001 - $15,000 | self | -24.1% | — |
| D | SELL | 18 May 2020 | UNH unitedHealth group Incorporated Co |
$1,001 - $15,000 | self | — | — |
| — | BUY | 15 May 2020 | None CMS Energy Corp Var Rt 06/01/2050 |
$1,001 - $15,000 | self | — | — |
| — | SELL | 15 May 2020 | None goldman Sachs group Inc. Var Rt Pe |
$1,001 - $15,000 | self | — | — |
| D | SELL | 15 May 2020 | UNH unitedHealth group Incorporated Co |
$1,001 - $15,000 | self | — | — |
| E | BUY | 13 May 2020 | MMM 3M Company (MMM) |
$1,001 - $15,000 | self | -10.9% | — |
| E | BUY | 13 May 2020 | ADS Alliance Data Systems Corporation |
$1,001 - $15,000 | self | — | — |
| E | BUY | 13 May 2020 | AAL American Airlines group, Inc. (AAl |
$1,001 - $15,000 | self | -11.6% | — |
| C | BUY | 13 May 2020 | AIG American International group, Inc. |
$1,001 - $15,000 | self | +14.4% | yes |
| E | SELL | 13 May 2020 | T AT&T Inc. (T) |
$1,001 - $15,000 | self | — | — |
| E | SELL | 13 May 2020 | BLL Ball Corporation (Bll) |
$1,001 - $15,000 | self | — | — |
| E | SELL | 13 May 2020 | CAT Caterpillar, Inc. (CAT) |
$1,001 - $15,000 | self | — | — |
| E | BUY | 13 May 2020 | CNP CenterPoint Energy, Inc (CNP) |
$1,001 - $15,000 | self | +2.6% | — |
| E | BUY | 13 May 2020 | CMA Comerica Incorporated (CMA) |
$1,001 - $15,000 | self | — | — |
| E | SELL | 13 May 2020 | DE Deere & Company (DE) |
$1,001 - $15,000 | self | — | — |
| E | BUY | 13 May 2020 | DTE DTE Energy Company (DTE) |
$1,001 - $15,000 | self | -8.5% | — |
| E | BUY | 13 May 2020 | DXC DXC Technology Company (DXC) |
$1,001 - $15,000 | self | +100.3% | — |
| E | BUY | 13 May 2020 | EMR Emerson Electric Company (EMR) |
$1,001 - $15,000 | self | +18.7% | — |
| E | BUY | 13 May 2020 | FB Facebook, Inc. - Class A (FB) |
$1,001 - $15,000 | self | — | — |
| E | BUY | 13 May 2020 | FLS Flowserve Corporation (FlS) |
$1,001 - $15,000 | self | +7.9% | — |
| C | BUY | 13 May 2020 | BEN Franklin Resources, Inc. (BEN) |
$1,001 - $15,000 | self | +17.3% | yes |
| D | SELL | 13 May 2020 | HIG Hartford Financial Services group, |
$1,001 - $15,000 | self | — | yes |
| C | SELL | 13 May 2020 | IVZ Invesco ltd (IVZ) |
$1,001 - $15,000 | self | — | yes |
| D | BUY | 13 May 2020 | L loews Corporation (l) |
$1,001 - $15,000 | self | +23.5% | yes |
| E | BUY | 13 May 2020 | LYB lyondellBasell Industries NV Ordin |
$1,001 - $15,000 | self | +22.5% | — |
| E | SELL | 13 May 2020 | TAP Molson Coors Beverage Company Clas |
$1,001 - $15,000 | self | — | — |
| E | SELL | 13 May 2020 | NEM Newmont Corporation (NEM) |
$1,001 - $15,000 | self | — | — |
| E | SELL | 13 May 2020 | NI NiSource Inc (NI) |
$1,001 - $15,000 | self | — | — |
| C | SELL | 13 May 2020 | PYPL PayPal Holdings, Inc. (PYPl) |
$1,001 - $15,000 | self | — | yes |
| E | SELL | 13 May 2020 | PM Philip Morris International Inc (P |
$1,001 - $15,000 | self | — | — |
| C | SELL | 13 May 2020 | PSA Public Storage (PSA) |
$1,001 - $15,000 | self | — | yes |
| E | SELL | 13 May 2020 | REGN Regeneron Pharmaceuticals, Inc. (R |
$1,001 - $15,000 | self | — | — |
| C | BUY | 13 May 2020 | TFC Truist Financial Corporation (TFC) |
$1,001 - $15,000 | self | +7.3% | yes |
| C | SELL | 13 May 2020 | USB u.S. Bancorp (uSB) |
$1,001 - $15,000 | self | — | yes |
| E | BUY | 13 May 2020 | VIAC ViacomCBS Inc. - Class B (VIAC) |
$1,001 - $15,000 | self | — | — |
| E | SELL | 13 May 2020 | VMC Vulcan Materials Company (VMC) |
$1,001 - $15,000 | self | — | — |
| D | SELL | 13 May 2020 | WFC Wells Fargo & Company (WFC) |
$1,001 - $15,000 | self | — | yes |
| — | BUY | 06 May 2020 | None Wintrust Financial Corp |
$1,001 - $15,000 | self | — | — |
| — | BUY | 27 Apr 2020 | None Charles schwab Corp Var Rt Perp Ma |
$15,001 - $50,000 | self | — | — |
| D | BUY | 22 Apr 2020 | PHG Koninklijke Philips N.V. NY Regist |
$1,001 - $15,000 | self | -11.2% | — |
| D | BUY | 21 Apr 2020 | SNE sony Corporation (sNE) |
$1,001 - $15,000 | self | — | — |
| D | BUY | 20 Apr 2020 | SNE sony Corporation (sNE) |
$1,001 - $15,000 | self | — | — |
| D | BUY | 17 Apr 2020 | CMCSA Comcast Corporation - Class a (CMC |
$1,001 - $15,000 | self | +16.2% | — |
| D | BUY | 17 Apr 2020 | DLTR Dollar Tree, Inc. (DlTR) |
$1,001 - $15,000 | self | +1.8% | — |
| D | BUY | 17 Apr 2020 | SNE sony Corporation (sNE) |
$1,001 - $15,000 | self | — | — |
| — | BUY | 16 Apr 2020 | None lexington Cnty sC Ref-ser a unlimi |
$15,001 - $50,000 | self | — | — |
| D | BUY | 16 Apr 2020 | SNE sony Corporation (sNE) |
$1,001 - $15,000 | self | — | — |
| D | BUY | 16 Apr 2020 | UL unilever PlC (ul) |
$1,001 - $15,000 | self | -27.2% | — |
| B | BUY | 15 Apr 2020 | CB Chubb limited (CB) |
$1,001 - $15,000 | self | +31.6% | yes |
| E | BUY | 02 Apr 2020 | MMM 3M Company (MMM) |
$1,001 - $15,000 | self | -4.2% | — |
| E | BUY | 02 Apr 2020 | ABT abbott laboratories (aBT) |
$1,001 - $15,000 | self | -20.0% | — |
| E | BUY | 02 Apr 2020 | AMD advanced Micro Devices, Inc. (aMD) |
$1,001 - $15,000 | self | +3.8% | — |
| C | BUY | 02 Apr 2020 | AFL aFlaC Incorporated (aFl) |
$1,001 - $15,000 | self | +10.3% | yes |
| E | BUY | 02 Apr 2020 | GOOG alphabet Inc. - Class C Capital st |
$1,001 - $15,000 | self | +26.1% | — |
| E | BUY | 02 Apr 2020 | AMZN amazon.com, Inc. (aMZN) |
$1,001 - $15,000 | self | -8.6% | — |
| E | BUY | 02 Apr 2020 | AAPL apple Inc. (aaPl) |
$1,001 - $15,000 | self | +24.2% | — |
| E | BUY | 02 Apr 2020 | T aT&T Inc. (T) |
$1,001 - $15,000 | self | -26.9% | — |
| E | BUY | 02 Apr 2020 | ATO atmos Energy Corporation (aTO) |
$1,001 - $15,000 | self | -38.9% | — |
| E | BUY | 02 Apr 2020 | ADSK autodesk, Inc. (aDsK) |
$1,001 - $15,000 | self | +6.3% | — |
| E | BUY | 02 Apr 2020 | BLL Ball Corporation (Bll) |
$1,001 - $15,000 | self | — | — |
| E | BUY | 02 Apr 2020 | BAX Baxter International Inc. (BaX) |
$1,001 - $15,000 | self | -49.4% | — |
| E | BUY | 02 Apr 2020 | CAT Caterpillar, Inc. (CaT) |
$1,001 - $15,000 | self | +79.0% | — |
| D | BUY | 02 Apr 2020 | SCHW Charles schwab Corporation (sCHW) |
$1,001 - $15,000 | self | +55.1% | yes |
| E | BUY | 02 Apr 2020 | CHTR Charter Communications, Inc. - Cla |
$1,001 - $15,000 | self | -14.4% | — |
| C | BUY | 02 Apr 2020 | CFG Citizens Financial group, Inc. (CF |
$1,001 - $15,000 | self | +89.4% | yes |
| E | BUY | 02 Apr 2020 | CTXS Citrix systems, Inc. (CTXs) |
$1,001 - $15,000 | self | — | — |
| C | BUY | 02 Apr 2020 | DLR Digital Realty Trust, Inc. (DlR) |
$1,001 - $15,000 | self | -45.2% | yes |
| E | BUY | 02 Apr 2020 | DFS Discover Financial services (DFs) |
$1,001 - $15,000 | self | — | — |
| E | BUY | 02 Apr 2020 | DISCA Discovery, Inc. - series a (DIsCa) |
$1,001 - $15,000 | self | — | — |
| E | BUY | 02 Apr 2020 | DISCK Discovery, Inc. - series C (DIsCK) |
$1,001 - $15,000 | self | — | — |
| E | BUY | 02 Apr 2020 | DOW Dow Inc. (DOW) |
$1,001 - $15,000 | self | +68.9% | — |
| E | BUY | 02 Apr 2020 | DD DuPont de Nemours, Inc. (DD) |
$1,001 - $15,000 | self | +39.4% | — |
| E | BUY | 02 Apr 2020 | DXC DXC Technology Company (DXC) |
$1,001 - $15,000 | self | +47.1% | — |
| E | BUY | 02 Apr 2020 | EMN Eastman Chemical Company (EMN) |
$1,001 - $15,000 | self | +61.7% | — |
| E | BUY | 02 Apr 2020 | EL Estee lauder Companies, Inc. (El) |
$1,001 - $15,000 | self | +26.9% | — |
| C | BUY | 02 Apr 2020 | FITB Fifth Third Bancorp (FITB) |
$1,001 - $15,000 | self | +101.4% | yes |
| E | BUY | 02 Apr 2020 | FLS Flowserve Corporation (Fls) |
$1,001 - $15,000 | self | +20.8% | — |
| E | BUY | 02 Apr 2020 | F Ford Motor Company (F) |
$1,001 - $15,000 | self | +91.0% | — |
| E | BUY | 02 Apr 2020 | GIS general Mills, Inc. (gIs) |
$1,001 - $15,000 | self | -37.6% | — |
| C | BUY | 02 Apr 2020 | GS goldman sachs group, Inc. (gs) |
$1,001 - $15,000 | self | +57.5% | yes |
| C | BUY | 02 Apr 2020 | HIG Hartford Financial services group, |
$1,001 - $15,000 | self | +45.0% | yes |
| C | BUY | 02 Apr 2020 | HBAN Huntington Bancshares Incorporated |
$1,001 - $15,000 | self | +48.1% | yes |
| C | BUY | 02 Apr 2020 | IVZ Invesco ltd (IVZ) |
$1,001 - $15,000 | self | +234.4% | yes |
| C | BUY | 02 Apr 2020 | KEY KeyCorp (KEY) |
$1,001 - $15,000 | self | +72.0% | yes |
| E | BUY | 02 Apr 2020 | KMB Kimberly-Clark Corporation (KMB) |
$1,001 - $15,000 | self | -46.6% | — |
| E | BUY | 02 Apr 2020 | KR Kroger Company (KR) |
$1,001 - $15,000 | self | -29.5% | — |
| E | BUY | 02 Apr 2020 | LVS las Vegas sands Corp. (lVs) |
$1,001 - $15,000 | self | -28.8% | — |
| C | BUY | 02 Apr 2020 | LNC lincoln National Corporation (lNC) |
$1,001 - $15,000 | self | +53.8% | yes |
| C | BUY | 02 Apr 2020 | MTB M&T Bank Corporation (MTB) |
$1,001 - $15,000 | self | +14.3% | yes |
| E | BUY | 02 Apr 2020 | M Macy's Inc (M) |
$1,001 - $15,000 | self | +188.8% | — |
| E | BUY | 02 Apr 2020 | MGM MgM Resorts International (MgM) |
$1,001 - $15,000 | self | +113.2% | — |
| E | BUY | 02 Apr 2020 | TAP Molson Coors Beverage Company Clas |
$1,001 - $15,000 | self | +7.8% | — |
| C | BUY | 02 Apr 2020 | MS Morgan stanley (Ms) |
$1,001 - $15,000 | self | +80.0% | yes |
| E | BUY | 02 Apr 2020 | MOS Mosaic Company (MOs) |
$1,001 - $15,000 | self | +182.1% | — |
| E | BUY | 02 Apr 2020 | NFLX Netflix, Inc. (NFlX) |
$1,001 - $15,000 | self | -31.3% | — |
| E | BUY | 02 Apr 2020 | NI Nisource Inc (NI) |
$1,001 - $15,000 | self | -30.9% | — |
| E | BUY | 02 Apr 2020 | PBCT People's united Financial, Inc. (P |
$1,001 - $15,000 | self | — | — |
| C | BUY | 02 Apr 2020 | PFG Principal Financial group Inc (PFg |
$1,001 - $15,000 | self | +40.4% | yes |
| E | BUY | 02 Apr 2020 | PWR Quanta services, Inc. (PWR) |
$1,001 - $15,000 | self | +151.4% | — |
| E | BUY | 02 Apr 2020 | RCL Royal Caribbean Cruises ltd. (RCl) |
$1,001 - $15,000 | self | +61.8% | — |
| E | BUY | 02 Apr 2020 | SEE sealed air Corporation (sEE) |
$1,001 - $15,000 | self | — | — |
| E | BUY | 02 Apr 2020 | SRE sempra Energy (sRE) |
$1,001 - $15,000 | self | -33.4% | — |
| E | BUY | 02 Apr 2020 | NOW serviceNow, Inc. (NOW) |
$1,001 - $15,000 | self | -21.4% | — |
| C | BUY | 02 Apr 2020 | SPG simon Property group, Inc. (sPg) |
$1,001 - $15,000 | self | +80.1% | yes |
| E | BUY | 02 Apr 2020 | BK The Bank of New York Mellon Corpor |
$1,001 - $15,000 | self | — | — |
| E | BUY | 02 Apr 2020 | KHC The Kraft Heinz Company (KHC) |
$1,001 - $15,000 | self | +9.2% | — |
| C | BUY | 02 Apr 2020 | TRV The Travelers Companies, Inc. (TRV |
$1,001 - $15,000 | self | +21.9% | yes |
| C | BUY | 02 Apr 2020 | TDG Transdigm group Incorporated Trans |
$1,001 - $15,000 | self | +35.5% | yes |
| E | BUY | 02 Apr 2020 | TWTR Twitter, Inc. (TWTR) |
$1,001 - $15,000 | self | — | — |
| E | BUY | 02 Apr 2020 | UPS united Parcel service, Inc. (uPs) |
$1,001 - $15,000 | self | +92.1% | — |
| E | BUY | 02 Apr 2020 | URI united Rentals, Inc. (uRI) |
$1,001 - $15,000 | self | +154.3% | — |
| E | BUY | 02 Apr 2020 | VMC Vulcan Materials Company (VMC) |
$1,001 - $15,000 | self | +39.0% | — |
| E | BUY | 02 Apr 2020 | WBA Walgreens Boots alliance, Inc. (WB |
$1,001 - $15,000 | self | — | — |
| C | BUY | 02 Apr 2020 | ZION Zions Bancorporation N.a. (ZION) |
$1,001 - $15,000 | self | +53.3% | yes |
| D | SELL | 01 Apr 2020 | ARNC arconic Corporation (aRNC) |
$1,001 - $15,000 | self | — | — |
| D | BUY | 17 Mar 2020 | EMR Emerson Electric Company (EmR) |
$1,001 - $15,000 | self | +30.0% | — |
| D | BUY | 16 Mar 2020 | EMR Emerson Electric Company (EmR) |
$1,001 - $15,000 | self | +30.0% | — |
| D | BUY | 13 Mar 2020 | UNH unitedHealth group Incorporated Co |
$1,001 - $15,000 | self | -6.2% | — |
| E | BUY | 05 Mar 2020 | BKNG booking Holdings Inc. (bKNg) |
$1,001 - $15,000 | self | +18.8% | — |
| D | BUY | 05 Mar 2020 | CMCSA Comcast Corporation - Class a (CmC |
$1,001 - $15,000 | self | -4.6% | — |
| — | BUY | 05 Mar 2020 | None Eaton Corporation, PlC Ordinary Sh |
$1,001 - $15,000 | self | — | — |
| — | BUY | 05 Mar 2020 | None First Citizens bancshare PFD |
$1,001 - $15,000 | self | — | — |
| D | BUY | 05 Mar 2020 | PHG Koninklijke Philips N.V. NY Regist |
$1,001 - $15,000 | self | -4.4% | — |
| B | BUY | 05 Mar 2020 | NTRS Northern Trust Corporation (NTRS) |
$1,001 - $15,000 | self | -18.4% | yes |
| D | BUY | 05 Mar 2020 | PPG PPg Industries, Inc. (PPg) |
$1,001 - $15,000 | self | +9.1% | — |
| — | SELL | 02 Mar 2020 | None aercap Holdings NV VaR Rt 10/10/20 |
$1,001 - $15,000 | self | — | — |
| D | SELL | 02 Mar 2020 | IR Ingersoll Rand Inc. (IR) |
$1,001 - $15,000 | self | — | — |
| E | BUY | 28 Feb 2020 | ABT abbott laboratories (aBT) |
$1,001 - $15,000 | self | -0.4% | — |
| E | BUY | 28 Feb 2020 | ADS alliance Data systems Corporation |
$1,001 - $15,000 | self | — | — |
| E | BUY | 28 Feb 2020 | BAX Baxter International Inc. (BaX) |
$1,001 - $15,000 | self | -52.1% | — |
| E | BUY | 28 Feb 2020 | CNP CenterPoint Energy, Inc (CNP) |
$1,001 - $15,000 | self | -7.2% | — |
| E | BUY | 28 Feb 2020 | CMA Comerica Incorporated (CMa) |
$1,001 - $15,000 | self | — | — |
| E | BUY | 28 Feb 2020 | DTE DTE Energy Company (DTE) |
$1,001 - $15,000 | self | -13.9% | — |
| D | BUY | 28 Feb 2020 | HRB H&R Block, Inc. (HRB) |
$1,001 - $15,000 | self | -18.1% | — |
| C | BUY | 28 Feb 2020 | IRM Iron Mountain Incorporated (IRM) |
$1,001 - $15,000 | self | -6.5% | yes |
| E | BUY | 28 Feb 2020 | SJM J.M. smucker Company (sJM) |
$1,001 - $15,000 | self | -30.0% | — |
| D | BUY | 28 Feb 2020 | KSS Kohl's Corporation (Kss) |
$1,001 - $15,000 | self | +102.3% | — |
| E | BUY | 28 Feb 2020 | PHG Koninklijke Philips N.V. NY Regist |
$1,001 - $15,000 | self | +5.8% | — |
| C | BUY | 28 Feb 2020 | L loews Corporation (l) |
$1,001 - $15,000 | self | -6.0% | yes |
| C | BUY | 28 Feb 2020 | NTRS Northern Trust Corporation (NTRs) |
$1,001 - $15,000 | self | +3.5% | yes |
| E | BUY | 28 Feb 2020 | PM Philip Morris International Inc (P |
$1,001 - $15,000 | self | -28.1% | — |
| C | BUY | 28 Feb 2020 | VTR Ventas, Inc. (VTR) |
$1,001 - $15,000 | self | +42.9% | yes |
| — | BUY | 28 Feb 2020 | None Viacom Inc Var Rt 02/28/2057 dtd 0 |
$1,001 - $15,000 | self | — | — |
| E | BUY | 28 Feb 2020 | VIAC ViacomCBs Inc. - Class B (VIaC) |
$1,001 - $15,000 | self | — | — |
| D | BUY | 27 Feb 2020 | BKNG Booking Holdings Inc. (BKNg) |
$1,001 - $15,000 | self | +27.0% | — |
| — | BUY | 25 Feb 2020 | None Viacom Inc Var Rt 02/28/2057 dtd 0 |
$1,001 - $15,000 | self | — | — |
| B | BUY | 24 Feb 2020 | SCHW Charles schwab Corporation (sCHW) |
$1,001 - $15,000 | self | +74.1% | yes |
| D | BUY | 24 Feb 2020 | LUV southwest airlines Company (luV) |
$1,001 - $15,000 | self | +3.1% | — |
| B | BUY | 24 Feb 2020 | WFC Wells Fargo & Company (WFC) |
$1,001 - $15,000 | self | -15.7% | yes |
| D | BUY | 21 Feb 2020 | PHG Koninklijke Philips N.V. NY Regist |
$1,001 - $15,000 | self | +5.8% | — |
| B | BUY | 21 Feb 2020 | WFC Wells Fargo & Company (WFC) |
$1,001 - $15,000 | self | -15.7% | yes |
| B | BUY | 21 Feb 2020 | WFC Wells Fargo & Company (WFC) |
$1,001 - $15,000 | self | -15.7% | yes |
| B | BUY | 20 Feb 2020 | WFC Wells Fargo & Company (WFC) |
$1,001 - $15,000 | self | -15.7% | yes |
| — | BUY | 19 Feb 2020 | None Truist Fin Corp Var Rt Perp Mat dt |
$15,001 - $50,000 | self | — | — |
| — | BUY | 19 Feb 2020 | None Wichita Ks Water & sewer util Rev |
$15,001 - $50,000 | self | — | — |
| D | BUY | 14 Feb 2020 | PHG Koninklijke Philips N.V. NY Regist |
$1,001 - $15,000 | self | +5.8% | — |
| D | BUY | 13 Feb 2020 | PHG Koninklijke Philips N.V. NY Regist |
$1,001 - $15,000 | self | +5.8% | — |
| — | BUY | 12 Feb 2020 | None aT&T Inc PFD |
$15,001 - $50,000 | self | — | — |
| D | BUY | 28 Jan 2020 | BKNG booking Holdings Inc. (bKNg) |
$1,001 - $15,000 | self | -10.4% | — |
| D | BUY | 27 Jan 2020 | BKNG booking Holdings Inc. (bKNg) |
$1,001 - $15,000 | self | -10.4% | — |
| — | BUY | 23 Jan 2020 | None goldman sachs group Inc. Var Rt Pe |
$1,001 - $15,000 | self | — | — |
| B | BUY | 22 Jan 2020 | SYF synchrony Financial (sYF) |
$1,001 - $15,000 | self | -3.6% | yes |
| D | BUY | 17 Jan 2020 | DGX Quest Diagnostics Incorporated (Dg |
$1,001 - $15,000 | self | -8.2% | — |
| B | BUY | 15 Jan 2020 | NTRS Northern Trust Corporation (NTRs) |
$1,001 - $15,000 | self | -19.9% | yes |
| B | BUY | 15 Jan 2020 | WFC Wells Fargo & Company (WFC) |
$1,001 - $15,000 | self | -48.0% | yes |
| B | BUY | 14 Jan 2020 | NTRS Northern Trust Corporation (NTRs) |
$1,001 - $15,000 | self | -19.9% | yes |
| — | BUY | 10 Jan 2020 | None Eaton Corporation, PlC Ordinary sh |
$1,001 - $15,000 | self | — | — |
| B | BUY | 09 Jan 2020 | SCHW Charles schwab Corporation (sCHW) |
$1,001 - $15,000 | self | +2.2% | yes |
| D | BUY | 09 Jan 2020 | CMCSA Comcast Corporation - Class a (CMC |
$1,001 - $15,000 | self | +0.7% | — |
| — | BUY | 09 Jan 2020 | None Eaton Corporation, PlC Ordinary sh |
$1,001 - $15,000 | self | — | — |
| D | BUY | 09 Jan 2020 | LUV southwest airlines Company (luV) |
$1,001 - $15,000 | self | -30.2% | — |
| B | BUY | 08 Jan 2020 | SCHW Charles schwab Corporation (sCHW) |
$1,001 - $15,000 | self | +2.2% | yes |
| D | BUY | 08 Jan 2020 | CMCSA Comcast Corporation - Class a (CMC |
$1,001 - $15,000 | self | +0.7% | — |
| — | BUY | 08 Jan 2020 | None Eaton Corporation, PlC Ordinary sh |
$1,001 - $15,000 | self | — | — |
| D | BUY | 08 Jan 2020 | LUV southwest airlines Company (luV) |
$1,001 - $15,000 | self | -30.2% | — |
| B | BUY | 07 Jan 2020 | BRK.B berkshire Hathaway Inc. New (bRK.b |
$1,001 - $15,000 | self | -14.4% | yes |
| B | BUY | 07 Jan 2020 | CB Chubb limited (Cb) |
$1,001 - $15,000 | self | -16.3% | yes |
| — | BUY | 07 Jan 2020 | None Eaton Corporation, PlC Ordinary sh |
$1,001 - $15,000 | self | — | — |
| D | BUY | 30 Dec 2019 | CMCSA Comcast Corporation - Class a (CMC |
$1,001 - $15,000 | self | -3.2% | — |
| D | BUY | 27 Dec 2019 | CMCSA Comcast Corporation - Class a (CMC |
$1,001 - $15,000 | self | -3.2% | — |
| D | BUY | 26 Dec 2019 | CMCSA Comcast Corporation - Class a (CMC |
$1,001 - $15,000 | self | -3.2% | — |
| — | BUY | 03 Dec 2019 | None Eaton Corporation, PlC ordinary sh |
$1,001 - $15,000 | self | — | — |
| — | BUY | 03 Dec 2019 | None Three Rivers MN PK Dist ser a unli |
$15,001 - $50,000 | self | — | — |
| — | BUY | 02 Dec 2019 | None Dominion Energy Inc Var Rt Perp Ma |
$15,001 - $50,000 | self | — | — |
| — | BUY | 02 Dec 2019 | None Eaton Corporation, PlC ordinary sh |
$1,001 - $15,000 | self | — | — |
| — | BUY | 02 Dec 2019 | None sVB Financial group PFD |
$1,001 - $15,000 | self | — | — |
Click any row for the full trade breakdown.