Trade of the Robert J. Wittman
Republican · VA-1 · House
In-remit alpha 12m
+4.1%
8 buys in their jurisdiction
Everything else
+3.0%
their other buys
$-weighted 12m
+3.0%
all buys, by size
t-stat (12m)
1.08
within the noise
Disclosure lag
45 days
trade → public filing
Est. volume
$267.4K
0 option trades
Trading profile
| Disclosed transactions | 207 across 37 filings |
| Buys / sells | 102 / 105 |
| Distinct securities | 87 |
| Estimated volume | $966.7K |
| Traded in family accounts | 3 of 207 |
| Active | 10 Jan 2020 – 30 Jun 2026 |
| Busiest single day | 15 trades 16 Jun 2022 |
15 transactions on a single day is the signature of a managed account being rebalanced rather than 15 separate decisions — which is why the grades below skew low.
What they buy
| Technology in remit | 13 | |
| Financials | 11 | |
| Healthcare | 8 | |
| Industrials in remit | 4 | |
| Pharma | 4 | |
| Materials in remit | 3 | |
| Energy in remit | 3 | |
| Telecom | 3 |
Committees — what defines their remit
House Select Committee on the Strategic Competition Between the United States and the Chinese Communist Party Armed Services Natural Resources — Vice ChairSubcommittees
Tactical Air and Land ForcesSeapower and Projection ForcesEnergy and Mineral ResourcesWater, Wildlife and FisheriesJurisdiction sectors: aerospacedefenseenergyindustrialsmaterialstechnology · access score 0.73
How their trades grade
How often their trades look like discrete, in-jurisdiction decisions rather than managed-account activity.
| A |
|
9 |
| B |
|
12 |
| C |
|
49 |
| D |
|
69 |
| E |
|
11 |
Largest positions
| Ticker | Buys | Est. size | Avg 12m vs SPY |
|---|---|---|---|
| WMT | 3 | $11.6K | +14.5% |
| TJX | 3 | $11.6K | +21.1% |
| MA | 3 | $11.6K | +0.8% |
| AMZN | 3 | $11.6K | +12.7% |
| XOM | 2 | $7.7K | -12.1% |
| SHYG | 2 | $7.7K | -0.7% |
| SCHW | 2 | $7.7K | +23.2% |
| MSFT | 2 | $7.7K | +22.6% |
| IWB | 2 | $7.7K | -0.4% |
| GE | 2 | $7.7K | +8.1% |
| CAT | 2 | $7.7K | -7.1% |
| ABT | 2 | $7.7K | -6.3% |
All disclosed trades
| Grade | Side | Traded | Ticker | Amount | Owner | 12m vs SPY | Remit |
|---|---|---|---|---|---|---|---|
| D | SELL | 30 Jun 2026 | CCI Crown Castle Inc. Common Stock (CC |
$1,001 - $15,000 | self | — | — |
| E | SELL | 28 Sep 2023 | ABBV AbbVie Inc. (ABBV) |
$1,001 - $15,000 | self | — | — |
| C | SELL | 28 Sep 2023 | GOOG Alphabet Inc. - Class C Capital St |
$1,001 - $15,000 | self | — | yes |
| C | SELL | 28 Sep 2023 | AMZN Amazon.com, Inc. (AMZN) |
$1,001 - $15,000 | self | — | yes |
| C | SELL | 28 Sep 2023 | AAPL Apple Inc. (AAPL) |
$1,001 - $15,000 | self | — | yes |
| C | SELL | 28 Sep 2023 | CAT Caterpillar, Inc. (CAT) |
$1,001 - $15,000 | self | — | yes |
| C | SELL | 28 Sep 2023 | EOG EOG Resources, Inc. (EOG) |
$1,001 - $15,000 | self | — | yes |
| D | SELL | 28 Sep 2023 | HIG Hartford Financial Services Group, |
$1,001 - $15,000 | self | — | — |
| E | SELL | 28 Sep 2023 | JPM JP Morgan Chase & Co. (JPM) |
$1,001 - $15,000 | self | — | — |
| B | SELL | 28 Sep 2023 | KMI Kinder Morgan, Inc. (KMI) |
$1,001 - $15,000 | self | — | yes |
| C | SELL | 28 Sep 2023 | MSFT Microsoft Corporation (MSFT) |
$1,001 - $15,000 | self | — | yes |
| D | SELL | 28 Sep 2023 | PLD ProLogis, Inc. (PLD) |
$1,001 - $15,000 | self | — | — |
| D | SELL | 28 Sep 2023 | UNH UnitedHealth Group Incorporated Co |
$1,001 - $15,000 | self | — | — |
| E | SELL | 28 Sep 2023 | WMT Walmart Inc. (WMT) |
$1,001 - $15,000 | self | — | — |
| A | SELL | 15 Sep 2023 | FIS Fidelity National Information Serv |
$1,001 - $15,000 | self | — | yes |
| B | SELL | 15 Sep 2023 | IFF International Flavors & Fragrances |
$1,001 - $15,000 | self | — | yes |
| C | BUY | 07 Sep 2023 | AMT American Tower Corporation (AMT) |
$1,001 - $15,000 | self | +6.3% | — |
| A | SELL | 17 Aug 2023 | PSX Phillips 66 (PSX) |
$1,001 - $15,000 | self | — | yes |
| D | SELL | 31 Jul 2023 | KMB Kimberly-Clark Corporation (KMB) |
$1,001 - $15,000 | self | — | — |
| C | BUY | 31 Jul 2023 | PG Procter & Gamble Company (PG) |
$1,001 - $15,000 | self | -12.5% | — |
| A | SELL | 27 Jul 2023 | UNP Union Pacific Corporation (UNP) |
$1,001 - $15,000 | self | — | yes |
| D | SELL | 21 Jul 2023 | DG Dollar General Corporation (DG) |
$1,001 - $15,000 | self | — | — |
| C | BUY | 21 Jul 2023 | ZTS Zoetis Inc. Class A (ZTS) |
$1,001 - $15,000 | self | -21.7% | — |
| B | SELL | 13 Jun 2023 | AVGO Broadcom Inc. (AVGO) |
$1,001 - $15,000 | self | — | yes |
| C | SELL | 13 Jun 2023 | CB Chubb Limited (CB) |
$1,001 - $15,000 | self | — | — |
| C | BUY | 13 Jun 2023 | SPGI S&P Global Inc. (SPGI) |
$1,001 - $15,000 | self | +5.5% | — |
| C | BUY | 30 May 2023 | JPM JP Morgan Chase & Co. (JPM) |
$1,001 - $15,000 | self | +15.0% | — |
| B | SELL | 21 Apr 2023 | ACN Accenture plc Class A Ordinary Sha |
$1,001 - $15,000 | self | — | yes |
| B | SELL | 20 Apr 2023 | CSCO Cisco Systems, Inc. (CSCO) |
$1,001 - $15,000 | self | — | yes |
| B | BUY | 20 Apr 2023 | XOM Exxon Mobil Corporation (XOM) |
$1,001 - $15,000 | self | -18.1% | yes |
| — | SELL | 03 Feb 2023 | None Global X MSCI Norway ETF |
$1,001 - $15,000 | self | — | — |
| — | BUY | 03 Feb 2023 | None Ishares MSCI Euro Financial |
$1,001 - $15,000 | self | — | — |
| — | BUY | 03 Feb 2023 | None Ishares US Pharmaceuticals ETF |
$1,001 - $15,000 | self | — | — |
| — | SELL | 03 Feb 2023 | None Ishares US Technology ETF |
$1,001 - $15,000 | self | — | — |
| B | SELL | 03 Feb 2023 | MSFT Microsoft Corporation (MSFT) |
$1,001 - $15,000 | self | — | yes |
| — | SELL | 03 Feb 2023 | None SPDR Bloomberg Short Term HI |
$1,001 - $15,000 | self | — | — |
| — | BUY | 03 Feb 2023 | None Vaneck Morningstar Intl Moat ETF |
$1,001 - $15,000 | self | — | — |
| D | SELL | 20 Jan 2023 | BAX Baxter International Inc. (BAX) |
$1,001 - $15,000 | self | — | — |
| — | BUY | 20 Jan 2023 | None Harding Loevner Intl Eqty Inst |
$1,001 - $15,000 | self | — | — |
| — | BUY | 17 Jan 2023 | None AB Global Bond Adv |
$15,001 - $50,000 | self | — | — |
| — | BUY | 17 Jan 2023 | None Metropolitan West Tot Ret Bd I |
$15,001 - $50,000 | self | — | — |
| — | SELL | 17 Jan 2023 | None Vanguard Total Bond Market |
$15,001 - $50,000 | self | — | — |
| — | SELL | 17 Jan 2023 | None Vanguard Total Intl Bond ETF |
$15,001 - $50,000 | self | — | — |
| — | BUY | 04 Jan 2023 | None Harding Loevner Intl Eqty Inst |
$15,001 - $50,000 | self | — | — |
| — | SELL | 04 Jan 2023 | None Ishares Edge MSCI Min Vol USA |
$1,001 - $15,000 | self | — | — |
| — | SELL | 04 Jan 2023 | None Virtus Vontobel Foreign Opp |
$15,001 - $50,000 | self | — | — |
| C | SELL | 03 Jan 2023 | ELV Elevance Health, Inc. (ELV) |
$1,001 - $15,000 | self | — | — |
| D | BUY | 21 Dec 2022 | DG Dollar General Corporation (DG) |
$1,001 - $15,000 | self | -68.6% | — |
| D | SELL | 21 Dec 2022 | MCD McDonald's Corporation (MCD) |
$1,001 - $15,000 | self | — | — |
| — | BUY | 21 Dec 2022 | None Vanguard Total Bond Market ETF |
$1,001 - $15,000 | self | — | — |
| — | BUY | 21 Dec 2022 | None Vanguard Total Inl Bond ETF |
$1,001 - $15,000 | self | — | — |
| — | SELL | 14 Dec 2022 | None AB Global Bond Adv |
$1,001 - $15,000 | self | — | — |
| — | SELL | 14 Dec 2022 | None Metropolitan West Tot Ret Bd I |
$1,001 - $15,000 | self | — | — |
| — | BUY | 14 Dec 2022 | None Vanguard Total Bond Market ETF |
$1,001 - $15,000 | self | — | — |
| — | BUY | 14 Dec 2022 | None Vanguard Total Intl Bond ETF |
$1,001 - $15,000 | self | — | — |
| D | BUY | 07 Dec 2022 | CMCSA Comcast Corporation - Class A (CMC |
$1,001 - $15,000 | self | -6.3% | — |
| D | BUY | 07 Dec 2022 | MA Mastercard Incorporated (MA) |
$1,001 - $15,000 | self | -6.2% | — |
| D | BUY | 07 Dec 2022 | MA Mastercard Incorporated (MA) |
$1,001 - $15,000 | self | -7.0% | — |
| D | BUY | 18 Nov 2022 | AMZN Amazon.com, Inc. (AMZN) |
$1,001 - $15,000 | self | +47.5% | — |
| — | SELL | 18 Nov 2022 | None MSIF Growth I |
$1,001 - $15,000 | self | — | — |
| D | BUY | 17 Nov 2022 | AAPL Apple Inc. (AAPL) |
$1,001 - $15,000 | self | +19.9% | — |
| — | BUY | 17 Nov 2022 | None Franklin FTSE Japan ETF |
$1,001 - $15,000 | self | — | — |
| — | BUY | 17 Nov 2022 | None Invesco KBW Bank ETF |
$1,001 - $15,000 | self | — | — |
| — | SELL | 17 Nov 2022 | None Invesco QQQ Trust Series 1 |
$1,001 - $15,000 | self | — | — |
| — | SELL | 17 Nov 2022 | None ISHA Curr Hedged MSCI EAFE |
$1,001 - $15,000 | self | — | — |
| — | BUY | 17 Nov 2022 | None iShares 10+ Year Investment |
$1,001 - $15,000 | self | — | — |
| — | SELL | 17 Nov 2022 | None Ishares 20+yr Treasu Bond ETF |
$1,001 - $15,000 | self | — | — |
| — | BUY | 17 Nov 2022 | None iShares Core S&P Small Cap E |
$1,001 - $15,000 | self | — | — |
| — | BUY | 17 Nov 2022 | None iShares MSCI EAFE Val ETF |
$1,001 - $15,000 | self | — | — |
| — | SELL | 11 Nov 2022 | None Ishares US Technology ETF |
$1,001 - $15,000 | self | — | — |
| C | BUY | 08 Oct 2022 | ACN Accenture plc Class A Ordinary Sha |
$1,001 - $15,000 | self | -18.3% | — |
| — | BUY | 27 Sep 2022 | None Energy Sel Sect SPDR FD |
$1,001 - $15,000 | self | — | — |
| — | SELL | 27 Sep 2022 | None Franklin FTSE UK ETF |
$1,001 - $15,000 | self | — | — |
| — | BUY | 27 Sep 2022 | None Ishares 0-5 HY Corp |
$1,001 - $15,000 | self | — | — |
| — | SELL | 27 Sep 2022 | None Ishares Core MSCI EAFE ETF |
$1,001 - $15,000 | self | — | — |
| — | SELL | 27 Sep 2022 | None Ishares US Technology ETF |
$1,001 - $15,000 | self | — | — |
| — | BUY | 27 Sep 2022 | None JPM Nasdaq Equity Premium |
$1,001 - $15,000 | self | — | — |
| C | SELL | 27 Sep 2022 | WRK Westrock Company (WRK) |
$1,001 - $15,000 | self | — | — |
| C | SELL | 15 Sep 2022 | CMCSA Comcast Corporation - Class A (CMC |
$1,001 - $15,000 | self | — | — |
| B | SELL | 15 Sep 2022 | IFF International Flavors & Fragrances |
$1,001 - $15,000 | self | — | yes |
| D | SELL | 15 Sep 2022 | MA Mastercard Incorporated (MA) |
$1,001 - $15,000 | self | — | — |
| — | BUY | 15 Sep 2022 | None SPDR S&P 500 ETF Trust |
$1,001 - $15,000 | self | — | — |
| — | BUY | 30 Aug 2022 | None Virtus Vontobel Foreign Opp |
$1,001 - $15,000 | self | — | — |
| — | SELL | 16 Aug 2022 | None Goldman Activebeta US LC ETF |
$1,001 - $15,000 | self | — | — |
| — | SELL | 16 Aug 2022 | None iShares US Technology ETF |
$1,001 - $15,000 | self | — | — |
| D | BUY | 10 Aug 2022 | GOOG Alphabet Inc. - Class C Capital St |
$1,001 - $15,000 | self | +10.6% | — |
| D | BUY | 10 Aug 2022 | AMZN Amazon.com, Inc. (AMZN) |
$1,001 - $15,000 | self | -5.6% | — |
| — | BUY | 10 Aug 2022 | None iShares US Technology ETF |
$1,001 - $15,000 | self | — | — |
| D | BUY | 10 Aug 2022 | MSFT Microsoft Corporation (MSFT) |
$1,001 - $15,000 | self | +15.2% | — |
| — | SELL | 10 Aug 2022 | None SPDR Blackstone Senior Loan |
$1,001 - $15,000 | self | — | — |
| D | BUY | 15 Jul 2022 | ABT Abbott Laboratories (ABT) |
$1,001 - $15,000 | self | -10.2% | — |
| D | BUY | 15 Jul 2022 | BAX Baxter International Inc. (BAX) |
$1,001 - $15,000 | self | -33.3% | — |
| D | BUY | 15 Jul 2022 | WMT Walmart Inc. (WMT) |
$1,001 - $15,000 | self | +19.1% | — |
| D | BUY | 15 Jul 2022 | TJX TJX Companies, Inc. (TJX) |
$1,001 - $15,000 | self | +6.5% | — |
| E | SELL | 16 Jun 2022 | ABT Abbott Laboratories (ABT) |
$1,001 - $15,000 | self | — | — |
| E | BUY | 16 Jun 2022 | ABBV AbbVie Inc. (ABBV) |
$1,001 - $15,000 | self | -24.1% | — |
| D | BUY | 16 Jun 2022 | AMZN Amazon.com, Inc. (AMZN) |
$1,001 - $15,000 | self | -3.7% | — |
| D | SELL | 16 Jun 2022 | BAX Baxter International Inc. (BAX) |
$1,001 - $15,000 | self | — | — |
| D | SELL | 16 Jun 2022 | FIXD First Trust TCW Opportunistic Fixe |
$1,001 - $15,000 | self | — | — |
| C | SELL | 16 Jun 2022 | GE General Electric Company (GE) |
$1,001 - $15,000 | self | — | yes |
| D | SELL | 16 Jun 2022 | PAVE Global X Funds Global X U.S. Infra |
$1,001 - $15,000 | self | — | — |
| E | BUY | 16 Jun 2022 | SHYG iShares 0-5 Year High Yield Corpor |
$1,001 - $15,000 | self | -9.3% | — |
| D | BUY | 16 Jun 2022 | TLH iShares 10-20 Year Treasury Bond E |
$1,001 - $15,000 | self | -23.2% | — |
| D | SELL | 16 Jun 2022 | IVV iShares Core S&P 500 ETF (IVV) |
$1,001 - $15,000 | self | — | — |
| E | BUY | 16 Jun 2022 | IWB iShares Russell 1000 ETF (IWB) |
$1,001 - $15,000 | self | -0.1% | — |
| E | SELL | 16 Jun 2022 | SPY SPDR S&P 500 (SPY) |
$1,001 - $15,000 | self | — | — |
| E | SELL | 16 Jun 2022 | TJX TJX Companies, Inc. (TJX) |
$1,001 - $15,000 | self | — | — |
| E | BUY | 16 Jun 2022 | WMT Walmart Inc. (WMT) |
$1,001 - $15,000 | self | +9.2% | — |
| E | SELL | 16 Jun 2022 | WMT Walmart Inc. (WMT) |
$1,001 - $15,000 | self | — | — |
| D | SELL | 10 May 2022 | DRE Duke Realty Corporation (DRE) |
$1,001 - $15,000 | joint | — | — |
| — | BUY | 10 May 2022 | None ISHA Curr Hedged MSCI EAFE |
$1,001 - $15,000 | self | — | — |
| — | BUY | 10 May 2022 | None Ishares 0-5 HY Corp |
$1,001 - $15,000 | self | — | — |
| — | SELL | 10 May 2022 | None Ishares Core MSCI EAFE ETF |
$1,001 - $15,000 | self | — | — |
| — | SELL | 10 May 2022 | None Ishares Core MSCI Europe |
$1,001 - $15,000 | self | — | — |
| — | SELL | 10 May 2022 | None Ishares MSCI EAFE Grwth EF |
$1,001 - $15,000 | self | — | — |
| — | BUY | 10 May 2022 | None JPMorgan Betabuilders Canada |
$1,001 - $15,000 | self | — | — |
| — | BUY | 10 May 2022 | None JPMorgan Equity Premium Inco |
$1,001 - $15,000 | self | — | — |
| — | BUY | 10 May 2022 | None SPDR Blackstone Senior Loan |
$1,001 - $15,000 | self | — | — |
| D | SELL | 10 May 2022 | SBUX Starbucks Corporation (SBUX) |
$1,001 - $15,000 | self | — | — |
| — | SELL | 10 May 2022 | None Vanguard Total Bond Market |
$1,001 - $15,000 | self | — | — |
| — | SELL | 26 Apr 2022 | None Putnam Ultra Sht Dur Inc A |
$1,001 - $15,000 | self | — | — |
| D | BUY | 19 Apr 2022 | ABT Abbott Laboratories (ABT) |
$1,001 - $15,000 | self | -2.4% | — |
| — | SELL | 19 Apr 2022 | None Ishares Russell 1000 ETF |
$1,001 - $15,000 | self | — | — |
| — | BUY | 19 Apr 2022 | None SPDR S&P 500 ETF Trust |
$1,001 - $15,000 | self | — | — |
| D | BUY | 19 Apr 2022 | TJX TJX Companies, Inc. (TJX) |
$1,001 - $15,000 | self | +36.1% | — |
| D | BUY | 29 Mar 2022 | CAT Caterpillar, Inc. (CAT) |
$1,001 - $15,000 | self | +10.2% | — |
| B | BUY | 29 Mar 2022 | GE General Electric Company (GE) |
$1,001 - $15,000 | self | +41.1% | yes |
| C | BUY | 29 Mar 2022 | HIG Hartford Financial Services Group, |
$1,001 - $15,000 | self | +3.3% | — |
| D | BUY | 29 Mar 2022 | TLT iShares 20+ Year Treasury Bond ETF |
$1,001 - $15,000 | self | -5.1% | — |
| A | BUY | 29 Mar 2022 | RIO Rio Tinto Plc (RIO) |
$1,001 - $15,000 | self | -0.6% | yes |
| D | SELL | 15 Mar 2022 | ABT Abbott Laboratories (ABT) |
$1,001 - $15,000 | self | — | — |
| C | BUY | 15 Mar 2022 | IWB iShares Russell 1000 ETF (IWB) |
$1,001 - $15,000 | self | -0.8% | — |
| D | SELL | 15 Mar 2022 | SPY SPDR S&P 500 (SPY) |
$1,001 - $15,000 | self | — | — |
| D | SELL | 15 Mar 2022 | TJX TJX Companies, Inc. (TJX) |
$1,001 - $15,000 | self | — | — |
| C | BUY | 08 Mar 2022 | SHYG iShares 0-5 Year High Yield Corpor |
$1,001 - $15,000 | self | +7.8% | — |
| C | BUY | 08 Mar 2022 | KMI.W Kinder Morgan, Inc. Warrants Expir |
$1,001 - $15,000 | self | — | — |
| — | SELL | 08 Mar 2022 | None Vanguard Intermediate Term Cor |
$1,001 - $15,000 | self | — | — |
| — | SELL | 08 Mar 2022 | None Vanguard Total Bond Index Fund |
$1,001 - $15,000 | self | — | — |
| D | BUY | 28 Feb 2022 | MA Mastercard Incorporated (MA) |
$1,001 - $15,000 | self | +15.7% | — |
| D | SELL | 28 Feb 2022 | MRK Merck & Company, Inc. Common Stock |
$1,001 - $15,000 | self | — | — |
| C | SELL | 27 Feb 2022 | PDM Piedmont Office Realty Trust, Inc. |
$1,001 - $15,000 | self | — | — |
| D | BUY | 28 Jan 2022 | AAPL Apple Inc. (AAPl) |
$1,001 - $15,000 | self | -3.2% | — |
| D | BUY | 28 Jan 2022 | FLGB Franklin FTSE united Kingdom ETF ( |
$1,001 - $15,000 | self | +3.8% | — |
| D | SELL | 28 Jan 2022 | SPHB Invesco S&P 500 High beta ETF (SPH |
$1,001 - $15,000 | self | — | — |
| D | BUY | 28 Jan 2022 | IEUR iShares Core MSCI Europe ETF (IEuR |
$1,001 - $15,000 | self | +2.6% | — |
| D | SELL | 28 Jan 2022 | EFG iShares MSCI EAFE growth ETF (EFg) |
$1,001 - $15,000 | self | — | — |
| D | BUY | 28 Jan 2022 | FB Meta Platforms, Inc. - Class A (Fb |
$1,001 - $15,000 | self | — | — |
| D | BUY | 28 Jan 2022 | XLE SPdR Select Sector Fund - Energy S |
$1,001 - $15,000 | self | +38.8% | — |
| C | SELL | 14 Jan 2022 | HON Honeywell International Inc. (HON) |
$1,001 - $15,000 | self | — | — |
| A | SELL | 14 Jan 2022 | LMT lockheed Martin Corporation (lMT) |
$1,001 - $15,000 | self | — | yes |
| D | BUY | 14 Jan 2022 | SPY SPdR S&P 500 (SPY) |
$1,001 - $15,000 | self | +0.0% | — |
| C | SELL | 05 Jan 2022 | SPY SPdR S&P 500 (SPY) |
$1,001 - $15,000 | self | — | — |
| D | BUY | 16 Dec 2021 | T AT&T Inc. (T) |
$1,001 - $15,000 | self | +17.9% | — |
| D | SELL | 16 Dec 2021 | BSX boston Scientific Corporation (bSX |
$1,001 - $15,000 | self | — | — |
| B | BUY | 16 Dec 2021 | EOG EOg Resources, Inc. (EOg) |
$1,001 - $15,000 | self | +53.8% | yes |
| B | SELL | 16 Dec 2021 | NOC Northrop grumman Corporation (NOC) |
$1,001 - $15,000 | self | — | yes |
| D | BUY | 16 Dec 2021 | SBUX Starbucks Corporation (SbuX) |
$1,001 - $15,000 | self | +16.0% | — |
| D | SELL | 16 Dec 2021 | TGT Target Corporation (TgT) |
$1,001 - $15,000 | self | — | — |
| D | BUY | 16 Dec 2021 | WRK.V Westrock Company Common Stock Ex-d |
$1,001 - $15,000 | self | — | — |
| C | SELL | 14 Dec 2021 | CME CME group Inc. - Class A (CME) |
$1,001 - $15,000 | self | — | — |
| C | SELL | 14 Dec 2021 | NEE NextEra Energy, Inc. (NEE) |
$1,001 - $15,000 | self | — | — |
| D | BUY | 14 Dec 2021 | WMT Walmart Inc. (WMT) |
$1,001 - $15,000 | self | +15.4% | — |
| C | SELL | 09 Dec 2021 | T AT&T Inc. (T) |
$1,001 - $15,000 | self | — | — |
| C | BUY | 30 Sep 2021 | CONE CyrusOne Inc (CONE) |
$1,001 - $15,000 | self | — | — |
| — | SELL | 27 Sep 2021 | None Global X US INF DEV ETF |
$1,001 - $15,000 | self | — | — |
| D | SELL | 13 Sep 2021 | JNJ Johnson & Johnson (JNJ) |
$1,001 - $15,000 | self | — | — |
| C | BUY | 13 Sep 2021 | TJX TJX Companies, Inc. (TJX) |
$1,001 - $15,000 | self | +20.7% | — |
| C | SELL | 10 Sep 2021 | JNJ Johnson & Johnson (JNJ) |
$1,001 - $15,000 | self | — | — |
| B | SELL | 01 Sep 2021 | RGLD Royal gold, Inc. (RglD) |
$1,001 - $15,000 | spouse | — | yes |
| C | SELL | 26 Aug 2021 | CSCO Cisco Systems, Inc. (CSCO) |
$1,001 - $15,000 | self | — | — |
| C | SELL | 14 May 2021 | DG Dollar general Corporation (Dg) |
$1,001 - $15,000 | self | — | — |
| C | SELL | 14 May 2021 | UPS united Parcel Service, Inc. (uPS) |
$1,001 - $15,000 | self | — | — |
| C | BUY | 22 Apr 2021 | AVGO broadcom Inc. (AVgO) |
$1,001 - $15,000 | self | +40.8% | — |
| A | BUY | 31 Mar 2021 | GE general Electric Company (gE) |
$1,001 - $15,000 | self | -24.9% | yes |
| D | SELL | 31 Mar 2021 | LOW lowe's Companies, Inc. (lOW) |
$1,001 - $15,000 | self | — | — |
| D | SELL | 18 Feb 2021 | PGR Progressive Corporation (PgR) |
$1,001 - $15,000 | self | — | — |
| C | BUY | 13 Jan 2021 | CAT Caterpillar, Inc. (CAT) |
$1,001 - $15,000 | self | -24.4% | — |
| D | SELL | 13 Jan 2021 | V Visa Inc. (V) |
$1,001 - $15,000 | self | — | — |
| D | SELL | 31 Dec 2020 | CVS CVS Health Corporation (CVS) |
$1,001 - $15,000 | self | — | — |
| C | SELL | 31 Dec 2020 | PBCT People's United Financial, Inc. (P |
$15,001 - $50,000 | self | — | — |
| C | SELL | 20 Nov 2020 | DIS Walt Disney Company (DIS) |
$1,001 - $15,000 | self | — | — |
| D | BUY | 16 Oct 2020 | AXP American Express Company (AXP) |
$1,001 - $15,000 | self | +21.3% | — |
| C | BUY | 16 Oct 2020 | ANTM Anthem, Inc. (ANTM) |
$1,001 - $15,000 | self | — | — |
| D | BUY | 16 Oct 2020 | SCHW Charles Schwab Corporation (SCHW) |
$1,001 - $15,000 | self | +40.6% | — |
| A | BUY | 16 Oct 2020 | IFF Internationa Flavors & Fragrances, |
$1,001 - $15,000 | self | +4.6% | yes |
| C | BUY | 02 Oct 2020 | BSX boston Scientific Corporation (bSX |
$1,001 - $15,000 | self | -12.6% | — |
| D | BUY | 02 Oct 2020 | MSFT Microsoft Corporation (MSFT) |
$1,001 - $15,000 | self | +30.0% | — |
| C | BUY | 02 Oct 2020 | PGR Progressive Corporation (PgR) |
$1,001 - $15,000 | self | -32.5% | — |
| D | BUY | 02 Jul 2020 | COST Costco Wholesale Corporation (COST |
$1,001 - $15,000 | self | +19.0% | — |
| D | BUY | 02 Jul 2020 | CCI Crown Castle International Corp. ( |
$1,001 - $15,000 | self | -6.3% | — |
| D | SELL | 02 Jul 2020 | CVS CVS Health Corporation (CVS) |
$1,001 - $15,000 | self | — | — |
| D | SELL | 02 Jul 2020 | DUK duke Energy Corporation (duK) |
$1,001 - $15,000 | self | — | — |
| D | BUY | 02 Jul 2020 | HD Home depot, Inc. (Hd) |
$1,001 - $15,000 | self | +15.0% | — |
| D | BUY | 02 Jul 2020 | KMB Kimberly-Clark Corporation (KMb) |
$1,001 - $15,000 | self | -11.4% | — |
| A | BUY | 02 Jul 2020 | RGLD Royal gold, Inc. (Rgld) |
$1,001 - $15,000 | self | -17.2% | yes |
| D | BUY | 02 Jul 2020 | V Visa Inc. (V) |
$1,001 - $15,000 | self | -10.0% | — |
| C | BUY | 22 Jun 2020 | MSI Motorola Solutions, Inc. (MSI) |
$1,001 - $15,000 | self | +33.3% | — |
| C | SELL | 22 Jun 2020 | PNC PNC Financial Services group, Inc. |
$1,001 - $15,000 | self | — | — |
| C | SELL | 22 May 2020 | BDX becton, Dickinson and Company (bDX |
$1,001 - $15,000 | self | — | — |
| A | BUY | 21 May 2020 | XOM Exxon Mobil Corporation (XOM) |
$1,001 - $15,000 | self | -6.1% | yes |
| C | BUY | 21 May 2020 | LOW lowe's Companies, Inc. (lOW) |
$1,001 - $15,000 | self | +15.4% | — |
| C | BUY | 06 Apr 2020 | MCD McDonald's Corporation (MCD) |
$1,001 - $15,000 | self | -12.7% | — |
| C | SELL | 30 Mar 2020 | AGN Allergan plc Ordinary Shares (AgN) |
$1,001 - $15,000 | self | — | — |
| C | BUY | 30 Mar 2020 | MRK Merck & Company, Inc. Common Stock |
$1,001 - $15,000 | self | -53.0% | — |
| C | BUY | 10 Mar 2020 | TGT Target Corporation (TgT) |
$1,001 - $15,000 | self | +44.3% | — |
| C | BUY | 27 Feb 2020 | ABBV abbVie Inc. (abbV) |
$1,001 - $15,000 | self | -10.4% | — |
| D | BUY | 10 Jan 2020 | SCHW Charles schwab Corporation (sCHW) |
$1,001 - $15,000 | joint | +5.9% | — |
Click any row for the full trade breakdown.