Disclosed transactions
1,430 reported transactions
Amounts are the ranges in the filing. Purchases and sales are disclosures, not a statement of current holdings.
K. Michael Conaway
Republican — R–TX-11 · U.S. House · serving since 2005 · member ID C001062Amounts are statutory ranges; totals on this page are therefore ranges too. Amount ranges ↗
- Disclosures
- 1,430 86 filings · 1 paper · retained
- Net flow · 12m
- — purchases minus sales · statutory ranges, an interval
- Distinct tickers
- 344 across every disclosed row
- Late filings
- 136 filed past the 45-day window
Flows from periodic transaction reports · House Clerk + Senate eFD · statutory ranges · every row retains its receipt
Disclosed flow by quarter
bar = [min, max] of bucket sums · derived ·§flow range = sum of statutory bucket bounds — an interval, not an estimate of value; derived by Public Filings from the disclosed ranges24Q4
25Q1
25Q2
25Q3
25Q4
26Q1
26Q2
26Q3
how this chart is drawn ·§gaps are gaps — no interpolation · y from $0 · no midpoints — bar spans the disclosed bounds · 4 rows with no parseable trade date excluded · 1 date-anomaly rows excluded (impossible trade dates) · source: House Clerk + Senate eFD
Disclosed flow by quarter. 24Q4: no purchases, no sales; 25Q1: no purchases, no sales; 25Q2: no purchases, no sales; 25Q3: no purchases, no sales; 25Q4: no purchases, no sales; 26Q1: no purchases, no sales; 26Q2: no purchases, no sales; 26Q3: no purchases, no sales
Net disclosed flow by ticker
flows, not holdings ·§PTRs are flows, not holdings — this table nets disclosed flow intervals; it is NOT a portfolio and cannot become one without the member's annual FD report · 350 rows disclose no ticker and are outside this tableALL DISCLOSED HISTORY · net range| Net | Ticker | Issuer | Buy ◂ ▸ Sellnet disclosed flow = sum of purchase bucket bounds minus sum of sale bucket bounds, as a net range net = [pL−sU, pU−sL]. A side with no rows has summed zero — a fact, not an absence. A row with any wholly-undisclosed amount on either side is not rankable and sits in the labeled bucket below the ranked rows, never coerced to zeronet disclosed flow = sum of purchase bucket bounds minus sum of sale bucket bounds, as a net range net = [pL−sU, pU−sL]. A side with no rows has summed zero — a fact, not an absence. A row with any wholly-undisclosed amount on either side is not rankable and sits in the labeled bucket below the ranked rows, never coerced to zero | Buys | Sells | Net range ·§net disclosed flow = sum of purchase bucket bounds minus sum of sale bucket bounds, as a net range net = [pL−sU, pU−sL]. A side with no rows has summed zero — a fact, not an absence. A row with any wholly-undisclosed amount on either side is not rankable and sits in the labeled bucket below the ranked rows, never coerced to zero | Last traded | 13FInstitutional overlap is not available in this build. |
|---|---|---|---|---|---|---|---|---|
| BUY | DGRO | iShares Core Dividend growth ETF (DgRO) [ST] | Purchases $97K–$280K; sales — | 6 | 0 | $97.0K to $280K net accumulation | 2020-11-30 | — |
| BUY | SKYY | First Trust Cloud Computing ETF (SKYY) [ST] | Purchases $75K–$250K; sales — | 5 | 0 | $75.0K to $250K net accumulation≈ | 2020-10-16 | — |
| BUY | AMZN | Amazon.com, Inc. (AMZN) [ST] | Purchases $148K–$395K; sales $18K–$95K | 8 | 4 | $53.0K to $377K net accumulation≈ | 2020-07-01 | — |
| BUY | XLV | SPdR Select Sector Fund - Health Care (XLV) [ST] | Purchases $50K–$100K; sales — | 1 | 0 | $50.0K to $100K net accumulation≈ | 2020-08-10 | — |
| BUY | USMC | Principal U.S. Mega-Cap ETF (USMC) [ST] | Purchases $96K–$390K; sales $15K–$50K | 12 | 1 | $46.0K to $375K net accumulation≈ | 2020-09-21 | — |
| BUY | DRI | Darden Restaurants, Inc. (DRI) [ST] | Purchases $45K–$150K; sales — | 3 | 0 | $45.0K to $150K net accumulation≈ | 2020-11-30 | — |
| BUY | QQQ | Invesco QQQ Trust, Series 1 (QQQ) [ST] | Purchases $34K–$160K; sales — | 6 | 0 | $34.0K to $160K net accumulation≈ | 2020-02-10 | — |
| BUY | DUK | duke Energy Corporation (dUK) [ST] | Purchases $30K–$100K; sales — | 2 | 0 | $30.0K to $100K net accumulation≈ | 2020-08-10 | — |
| BUY | ABT | Abbott Laboratories (AbT) [ST] | Purchases $80K–$200K; sales $16K–$65K | 3 | 2 | $15.0K to $184K net accumulation≈ | 2020-09-28 | — |
| BUY | BX | The blackstone group Inc. Class A (bX) [ST] | Purchases $65K–$150K; sales $15K–$50K | 2 | 1 | $15.0K to $135K net accumulation≈ | 2020-10-16 | — |
| BUY | GOOGL | Alphabet Inc. - Class A (gOOgL) [ST] | Purchases $30K–$100K; sales $1K–$15K | 2 | 1 | $15.0K to $99.0K net accumulation≈ | 2020-09-08 | — |
| BUY | CIBR | First Trust NASdAQ Cybersecurity ETF (CIbR) [ST] | Purchases $15K–$50K; sales — | 1 | 0 | $15.0K to $50.0K net accumulation≈ | 2020-09-21 | — |
| BUY | EFV | iShares MSCI EAFE Value ETF (EFV) [ST] | Purchases $15K–$50K; sales — | 1 | 0 | $15.0K to $50.0K net accumulation≈ | 2020-06-09 | — |
| BUY | ISD | PgIM High Yield bond Fund, Inc. (ISD) [ST] | Purchases $15K–$50K; sales — | 1 | 0 | $15.0K to $50.0K net accumulation≈ | 2020-06-09 | — |
| BUY | ITOT | iShares Core S&P Total U.S. Stock Market ETF (IToT) [ST] | Purchases $15K–$50K; sales — | 1 | 0 | $15.0K to $50.0K net accumulation≈ | 2020-05-19 | — |
| BUY | MPC | Marathon Petroleum Corporation (MPC) [ST] | Purchases $15K–$50K; sales — | 1 | 0 | $15.0K to $50.0K net accumulation≈ | 2020-04-22 | — |
| BUY | SO | Southern Company (So) [ST] | Purchases $15K–$50K; sales — | 1 | 0 | $15.0K to $50.0K net accumulation≈ | 2020-04-06 | — |
| BUY | ZTS | Zoetis Inc. Class A (ZTs) [sT] | Purchases $4K–$60K; sales — | 4 | 0 | $4.0K to $60.0K net accumulation≈ | 2019-01-08 | — |
| BUY | EMR | Emerson Electric Company (EMR) [ST] | Purchases $17K–$80K; sales $1K–$15K | 3 | 1 | $2.0K to $79.0K net accumulation≈ | 2020-04-22 | — |
| BUY | ACT | Actavis plc ordinary shares (ACT) | Purchases $2K–$30K; sales — | 2 | 0 | $2.0K to $30.0K net accumulation≈ | 2014-12-11 | — |
| BUY | CCE | Coca-Cola Enterprises, Inc. (CCE) | Purchases $2K–$30K; sales — | 2 | 0 | $2.0K to $30.0K net accumulation≈ | 2015-02-10 | — |
| BUY | AAL | American Airlines group, Inc. (AAL) [ST] | Purchases $16K–$65K; sales $1K–$15K | 2 | 1 | $1.0K to $64.0K net accumulation≈ | 2020-11-30 | — |
| BUY | ABX | barrick gold Corporation (AbX) | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2014-10-22 | — |
| BUY | ADBE | Adobe systems Incorporated (ADbE) | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2015-02-09 | — |
| BUY | ADM | Archer-Daniels-Midland Company (ADM) | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2015-05-12 | — |
| BUY | AKAM | Akamai Technologies, Inc. (AKAM) | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2015-02-09 | — |
| BUY | ALXN | Alexion Pharmaceuticals, Inc. (ALXN) | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2015-02-09 | — |
| BUY | CERN | Cerner Corporation (CERN) | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2015-08-05 | — |
| BUY | DFS | Discover Financial services (DFs) | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2015-02-09 | — |
| BUY | ESRX | Express scripts Holding Company (EsRX) | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2015-10-16 | — |
| BUY | ILMN | Illumina, Inc. (ILMN) | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2015-02-09 | — |
| BUY | MDLZ | Mondelez International, Inc. - Class A (MDLZ) | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2015-02-09 | — |
| BUY | MLM | Martin Marietta Materials, Inc. (MLM) | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2015-02-09 | — |
| BUY | MMC | Marsh & McLennan Companies, Inc. (MMC) | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2015-02-09 | — |
| BUY | MNK | Mallinckrodt plc ordinary shares (MNK) | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2015-04-09 | — |
| BUY | SYMC | symantec Corporation (sYMC) | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2014-11-07 | — |
| BUY | UA | Under Armour, Inc. Class A (UA) | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2015-02-09 | — |
| BUY | VV | Vanguard Large-Cap ETF (VV) [ST] | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2020-06-09 | — |
| MIXED | DE | Deere & Company (DE) [ST] | Purchases $30K–$100K; sales $2K–$30K | 2 | 2 | $0 to $98.0K≈ | 2018-08-30 | — |
| MIXED | CWEI | Clayton Williams Energy, Inc. (CWEI) | Purchases —; sales — | 0 | 0 | $0≈ | 2017-05-03 | — |
| MIXED | JNJ | Johnson & Johnson (JNJ) [ST] | Purchases $97K–$280K; sales $7K–$105K | 6 | 7 | −$8.0K to $273K≈ | 2020-10-16 | — |
| MIXED | RDS.A | Royal Dutch Shell PLC Royal Dutch Shell American Depositary Shares (RDS.A) | Purchases $5K–$75K; sales $1K–$15K | 5 | 1 | −$10.0K to $74.0K≈ | 2016-09-12 | — |
| MIXED | FB | Facebook, Inc. - Class A (Fb) | Purchases $4K–$60K; sales $1K–$15K | 4 | 1 | −$11.0K to $59.0K≈ | 2016-09-12 | — |
| MIXED | DIS | Walt disney Company (dIS) [ST] | Purchases $18K–$95K; sales $2K–$30K | 4 | 2 | −$12.0K to $93.0K≈ | 2020-03-18 | — |
| MIXED | CE | Celanese Corporation Celanese Corporation Series A (CE) | Purchases $3K–$45K; sales $1K–$15K | 3 | 1 | −$12.0K to $44.0K≈ | 2016-09-12 | — |
| MIXED | HOT | starwood Hotels & Resorts Worldwide, Inc. (HoT) | Purchases $3K–$45K; sales $1K–$15K | 3 | 1 | −$12.0K to $44.0K≈ | 2015-02-09 | — |
| MIXED | PCLN | The Priceline group Inc. (PCLN) | Purchases $3K–$45K; sales $1K–$15K | 3 | 1 | −$12.0K to $44.0K≈ | 2016-09-12 | — |
| MIXED | SYK | stryker Corporation (sYK) [sT] | Purchases $3K–$45K; sales $1K–$15K | 3 | 1 | −$12.0K to $44.0K≈ | 2018-11-21 | — |
| MIXED | AA | Alcoa Inc. (AA) | Purchases $2K–$30K; sales $1K–$15K | 2 | 1 | −$13.0K to $29.0K≈ | 2015-02-09 | — |
| MIXED | APA | Apache Corporation (APA) | Purchases $2K–$30K; sales $1K–$15K | 2 | 1 | −$13.0K to $29.0K≈ | 2014-12-08 | — |
| MIXED | CAH | Cardinal Health, Inc. (CAH) | Purchases $2K–$30K; sales $1K–$15K | 2 | 1 | −$13.0K to $29.0K≈ | 2016-09-12 | — |
| MIXED | ETR | Entergy Corporation (ETR) | Purchases $2K–$30K; sales $1K–$15K | 2 | 1 | −$13.0K to $29.0K≈ | 2016-09-12 | — |
| MIXED | HCA | HCA Holdings, Inc. (HCA) | Purchases $2K–$30K; sales $1K–$15K | 2 | 1 | −$13.0K to $29.0K≈ | 2015-02-09 | — |
| MIXED | ICE | Intercontinental Exchange Inc. (ICE) | Purchases $2K–$30K; sales $1K–$15K | 2 | 1 | −$13.0K to $29.0K≈ | 2016-09-12 | — |
| MIXED | IVZ | Invesco Ltd (IVZ) [ST] | Purchases $2K–$30K; sales $1K–$15K | 2 | 1 | −$13.0K to $29.0K≈ | 2020-01-16 | — |
| MIXED | SLB | schlumberger N.V. (sLb) [sT] | Purchases $2K–$30K; sales $1K–$15K | 2 | 1 | −$13.0K to $29.0K≈ | 2017-06-27 | — |
| MIXED | SSYS | stratasys, Ltd. (ssYs) | Purchases $2K–$30K; sales $1K–$15K | 2 | 1 | −$13.0K to $29.0K≈ | 2014-12-10 | — |
| MIXED | TWX | Time Warner Inc. New (TWX) | Purchases $2K–$30K; sales $1K–$15K | 2 | 1 | −$13.0K to $29.0K≈ | 2016-09-12 | — |
| MIXED | OXY | Occidental Petroleum Corporation (OXY) | Purchases $16K–$65K; sales $2K–$30K | 2 | 2 | −$14.0K to $63.0K≈ | 2018-01-12 | — |
| MIXED | ABBV | AbbVie Inc. (AbbV) | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2016-09-12 | — |
| MIXED | AMT | American Tower Corporation (AMT) | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2015-05-29 | — |
| MIXED | BABA | Alibaba group Holding Limited American Depositary shares each representing one ordinary share (bAbA) | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2015-02-09 | — |
| MIXED | BLK | blackRock, Inc. (bLK) | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2016-09-12 | — |
| MIXED | BSX | boston Scientific Corporation (bSX) | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2016-09-12 | — |
| MIXED | CAG | ConAgra Foods, Inc. (CAg) | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2016-09-12 | — |
| MIXED | CBS | CbS Corporation Class b (CbS) | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2016-09-12 | — |
| MIXED | CHTR | Charter Communications, Inc. - Class A (CHTR) | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2016-09-12 | — |
| MIXED | CMA | Comerica Incorporated (CMA) | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2015-02-09 | — |
| MIXED | CRM | Salesforce.com Inc (CRM) | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2016-09-12 | — |
| MIXED | CTSH | Cognizant Technology Solutions Corporation - Class A (CTSH) | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2016-09-12 | — |
| MIXED | DAL | Delta Air lines, Inc. (DAl) | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2014-08-28 | — |
| MIXED | DG | Dollar general Corporation (Dg) | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2015-05-20 | — |
| MIXED | DIISY | Direct Line Insurance group PLC Unsponsored ADR (DIISY) | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2016-09-12 | — |
| MIXED | DLTR | Dollar Tree, Inc. (DLTR) | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2015-10-08 | — |
| MIXED | DOX | Amdocs Limited - Ordinary Shares (DOX) | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2016-09-12 | — |
| MIXED | EL | Estee Lauder Companies, Inc. (EL) | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2016-09-12 | — |
| MIXED | EMC | EMC Corporation (EMC) | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2015-03-11 | — |
| MIXED | FLR | Fluor Corporation (FLR) | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2016-09-12 | — |
| MIXED | GG | goldcorp Inc. (gg) | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2015-02-09 | — |
| MIXED | HAL | Halliburton Company (HAL) | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2014-12-03 | — |
| MIXED | HBI | Hanesbrands Inc. (HbI) | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2016-09-12 | — |
| MIXED | HON | Honeywell International Inc. (HON) | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2016-09-12 | — |
| MIXED | IPG | Interpublic group of Companies, Inc. (IPg) | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2016-09-12 | — |
| MIXED | ITVPY | ITV plc Unsponsored ADR (ITVPY) | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2016-09-12 | — |
| MIXED | KORS | Michael Kors Holdings Limited ordinary shares (KoRs) | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2015-02-09 | — |
| MIXED | LH | Laboratory Corporation of America Holdings (LH) | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2014-11-03 | — |
| MIXED | LLY | Eli Lilly and Company (LLY) | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2016-09-12 | — |
| MIXED | LNKD | LinkedIn Corporation Class A (LNKD) | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2015-10-09 | — |
| MIXED | LVLT | Level 3 Communications, Inc. (LVLT) | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2015-02-09 | — |
| MIXED | LYB | Lyondellbasell Industries NV ordinary shares Class A (LYb) | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2014-12-09 | — |
| MIXED | MCK | McKesson Corporation (MCK) | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2015-08-25 | — |
| MIXED | MDT | Medtronic plc. Ordinary Shares (MDT) | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2016-09-12 | — |
| MIXED | MO | Altria group, Inc. (MO) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2018-04-23 | — |
| MIXED | PEG | Public Service Enterprise group Incorporated (PEg) | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2016-09-12 | — |
| MIXED | PVH | PVH Corp. (PVH) | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2015-03-16 | — |
| MIXED | PX | Praxair, Inc. (PX) | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2015-05-12 | — |
| MIXED | RL | Ralph Lauren Corporation (RL) | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2015-02-09 | — |
| MIXED | SNDK | sanDisk Corporation (sNDK) | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2015-02-09 | — |
| MIXED | SSL | Sasol Ltd. American Depositary Shares (SSL) | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2016-09-13 | — |
| MIXED | TGT | Target Corporation (TgT) | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2015-02-09 | — |
| MIXED | TSLA | Tesla Motors, Inc. (TSLA) | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2016-09-12 | — |
| MIXED | ULTA | Ulta Salon, Cosmetics & Fragrance, Inc. (ULTA) | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2016-09-12 | — |
| MIXED | VLO | Valero Energy Corporation (VLo) | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2016-05-24 | — |
| SELL | AEXAY | Atos Origin SA Unsponsored ADR (AEXAY) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2016-09-12 | — |
| SELL | AME | AMETEK, Inc. (AME) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2016-09-12 | — |
| SELL | AMTD | TD Ameritrade Holding Corporation (AMTD) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2016-09-12 | — |
| SELL | AMX | America Movil, S.A.b. de C.V. American Depository Receipt Series L (AMX) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2016-09-12 | — |
| SELL | ANTM | Anthem, Inc. (ANTM) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2015-05-28 | — |
| SELL | ANZBY | Australia and New Zealand banking group Limited (ANZbY) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2016-09-12 | — |
| SELL | APH | Amphenol Corporation (APH) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2016-09-12 | — |
| SELL | ATHN | athenahealth, Inc. (ATHN) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2016-09-12 | — |
| SELL | AVGO | broadcom Limited - Ordinary Shares (AVgO) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2016-09-12 | — |
| SELL | AXAHY | AXA SA Sponsored ADR (AXAHY) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2016-09-12 | — |
| SELL | AZN | Astrazeneca PlC (AZN) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2014-05-07 | — |
| SELL | BA | boeing Company (bA) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2014-04-22 | — |
| SELL | BAESY | bAE SYSTEMS plc Sponsored ADR (bAESY) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2016-09-12 | — |
| SELL | BHKLY | bOC Hong Kong (bHKLY) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2016-09-12 | — |
| SELL | BKJAY | bank Yokohama Ltd Japan American Depositary shares (bKJAY) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2016-04-26 | — |
| SELL | BMRN | bioMarin Pharmaceutical Inc. (bMRN) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2016-09-12 | — |
| SELL | BR | broadridge Financial Solutions, Inc. (bR) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2016-09-12 | — |
| SELL | BUD | Anheuser-busch Inbev sA sponsored ADR (buD) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2014-01-17 | — |
| SELL | C | Citigroup, Inc. (C) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2016-09-12 | — |
| SELL | CA | CA Inc. (CA) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2016-09-12 | — |
| SELL | CARR | Carrier global Corporation (CaRR) [ST] | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2020-05-19 | — |
| SELL | CDNS | Cadence Design Systems, Inc. (CDNS) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2016-09-12 | — |
| SELL | CF | CF Industries Holdings, Inc. (CF) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2016-09-12 | — |
| SELL | CHL | China Mobile Limited (CHL) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2016-09-12 | — |
| SELL | CICHY | China Construction bank Corporation Unsponsored ADR representing H shares (CICHY) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2016-09-12 | — |
| SELL | CMCSA | Comcast Corporation - Class A (CMCSA) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2016-09-12 | — |
| SELL | CMPR | Cimpress N.V - Ordinary Shares (CMPR) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2016-09-12 | — |
| SELL | CNC | Centene Corporation (CNC) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2016-09-12 | — |
| SELL | CRI | Carter's, Inc. (CRI) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2016-09-12 | — |
| SELL | CSGP | CoStar group, Inc. (CSgP) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2016-09-12 | — |
| SELL | CSQ | Calamos Strategic Total Return Fund (CSQ) [ST] | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2020-02-10 | — |
| SELL | CTVA | Corteva, Inc. (CTVa) [ST] | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2019-08-06 | — |
| SELL | CTXS | Citrix Systems, Inc. (CTXS) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2016-09-12 | — |
| SELL | DGX | Quest Diagnostics Incorporated (DgX) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2016-09-12 | — |
| SELL | DLAKY | Deutsche Lufthansa A g Sponsored ADR (DLAKY) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2016-09-12 | — |
| SELL | DNKN | Dunkin' brands group, Inc. (DNKN) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2016-09-12 | — |
| SELL | DWDP | DowDuPont Inc. (DWDP) [sT] | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2018-11-21 | — |
| SELL | EBAY | ebay Inc. (EbAY) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2014-01-17 | — |
| SELL | EFG | iShares MSCI EAFE growth ETF (EFg) [ST] | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2020-06-09 | — |
| SELL | ELGX | Endologix, Inc. (ELgX) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2017-11-20 | — |
| SELL | ENLAY | Enel Societa Per Azioni Unsponsored ADR (ENLAY) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2016-09-12 | — |
| SELL | ERIC | Ericsson - ADS each representing 1 underlying Class b share (ERIC) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2016-09-12 | — |
| SELL | ETN | Eaton Corporation, PLC Ordinary Shares (ETN) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2016-09-12 | — |
| SELL | EW | Edwards lifesciences Corporation (EW) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2014-02-14 | — |
| SELL | EXPD | Expeditors International of Washington, Inc. (EXPD) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2016-09-12 | — |
| SELL | FIS | Fidelity National Information Services, Inc. (FIS) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2016-09-12 | — |
| SELL | FITB | Fifth Third bancorp (FITb) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2016-09-12 | — |
| SELL | FLEX | Flex Ltd. - Ordinary Shares (FLEX) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2016-09-12 | — |
| SELL | FOXA | Twenty-First Century Fox, Inc. - Class A (FoXA) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2015-02-09 | — |
| SELL | FTV | Fortive Corporation (FTV) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2016-09-12 | — |
| SELL | GIL | gildan Activewear, Inc. Class A Sub. Vot. (gIL) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2016-09-12 | — |
| SELL | GSK | glaxosmithKline PLC (gsK) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2015-04-27 | — |
| SELL | HIG | Hartford Financial Services group, Inc. (HIg) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2016-09-12 | — |
| SELL | HSIC | Henry Schein, Inc. (HSIC) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2016-09-12 | — |
| SELL | IBN | ICICI bank Limited (IbN) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2016-08-17 | — |
| SELL | IP | International Paper Company (IP) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2016-09-12 | — |
| SELL | ISUZY | Isuzu Motors Ltd Ord American Depositary Shares (ISUZY) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2016-09-12 | — |
| SELL | IT | gartner, Inc. (IT) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2016-09-12 | — |
| SELL | ITYBY | Imperial Tobacco group plc Sponsored ADR (ITYbY) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2016-09-12 | — |
| SELL | IWM | iShares Russell 2000 ETF (IWM) [ST] | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2020-06-09 | — |
| SELL | JKHY | Jack Henry & Associates, Inc. (JKHY) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2016-09-12 | — |
| SELL | K | Kellogg Company (K) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2016-09-12 | — |
| SELL | KDDIY | KDDI Corporation Unsponsored ADR (KDDIY) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2016-09-12 | — |
| SELL | KEP | Korea Electric Power Corporation (KEP) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2016-09-12 | — |
| SELL | KLAC | KLA-Tencor Corporation (KLAC) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2016-09-12 | — |
| SELL | KRFT | Kraft Foods group, Inc. (KRFT) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2014-09-18 | — |
| SELL | LAMR | Lamar Advertising Company - Class A (LAMR) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2016-09-12 | — |
| SELL | LPLA | LPL Financial Holdings Inc. (LPLA) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2016-09-12 | — |
| SELL | LUKOY | Lukoil Co Sponsored ADR (LUKOY) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2016-09-12 | — |
| SELL | MDVN | Medivation, Inc. (MDVN) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2016-09-12 | — |
| SELL | MGA | Magna International, Inc. (MgA) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2016-09-12 | — |
| SELL | MSCI | MSCI Inc (MSCI) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2016-09-12 | — |
| SELL | NBL | Noble Energy Inc. (NbL) [ST] | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2020-10-06 | — |
| SELL | NICE | NICE Ltd - American Depositary Shares each representing one Ordinary Share (NICE) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2016-09-12 | — |
| SELL | NLSN | Nielsen N.V. (NlsN) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2014-09-24 | — |
| SELL | NRBAY | Nordea bank Ab Sponsored ADR (NRbAY) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2016-09-12 | — |
| SELL | NSC | Norfolk southern Corporation (NsC) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2015-06-12 | — |
| SELL | NTT | Nippon Telegraph and Telephone Corporation (NTT) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2016-09-12 | — |
| SELL | NWL | Newell Rubbermaid Inc. (NWl) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2014-03-06 | — |
| SELL | OMC | Omnicom group Inc. (OMC) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2016-09-12 | — |
| SELL | ON | ON Semiconductor Corporation (ON) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2016-09-12 | — |
| SELL | OTEX | Open Text Corporation - Common Shares (OTEX) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2016-09-12 | — |
| SELL | OTIS | otis Worldwide Corporation (oTIS) [ST] | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2020-05-19 | — |
| SELL | PAYX | Paychex, Inc. (PAYX) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2016-09-12 | — |
| SELL | PCP | Precision Castparts Corporation (PCP) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2016-02-01 | — |
| SELL | PGR | Progressive Corporation (PgR) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2016-09-12 | — |
| SELL | PKI | PerkinElmer, Inc. (PKI) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2016-09-12 | — |
| SELL | PSMMY | Persimmon Plc Unsponsored ADR (PSMMY) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2016-09-12 | — |
| SELL | PXD | Pioneer Natural Resources Company (PXD) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2016-09-12 | — |
| SELL | R | Ryder System, Inc. (R) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2016-09-12 | — |
| SELL | RBA | Ritchie bros. Auctioneers Incorporated (RbA) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2016-09-12 | — |
| SELL | ROP | Roper Technologies, Inc. (ROP) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2016-09-12 | — |
| SELL | RRC | Range Resources Corporation (RRC) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2015-02-09 | — |
| SELL | RXN | Rexnord Corporation (RXN) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2016-09-12 | — |
| SELL | RYAAY | Ryanair Holdings plc - American Depositary Shares, each representing five Ordinary Shares (RYAAY) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2016-09-12 | — |
| SELL | SBUX | starbucks Corporation (sbUX) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2015-02-09 | — |
| SELL | SEE | Sealed Air Corporation (SEE) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2016-09-12 | — |
| SELL | SLH | Solera Holdings, Inc. Solera Holdings, Inc. (SLH) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2015-09-15 | — |
| SELL | SMFKY | Smurfit Kappa group Plc American Depositary Shares (SMFKY) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2016-09-12 | — |
| SELL | SNY | Sanofi American Depositary Shares (SNY) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2016-09-12 | — |
| SELL | SOMMY | Sumitomo Chemical Co Ltd Unsponsored ADR (SOMMY) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2016-08-18 | — |
| SELL | SSNC | SS&C Technologies Holdings, Inc. (SSNC) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2016-09-12 | — |
| SELL | ST | Sensata Technologies Holding N.V. Ordinary Shares (ST) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2016-09-12 | — |
| SELL | STE | STERIS plc Ordinary Shares (STE) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2016-09-12 | — |
| SELL | SWKS | Skyworks Solutions, Inc. (SWKS) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2016-07-06 | — |
| SELL | SYF | Synchrony Financial (SYF) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2016-09-12 | — |
| SELL | TD | Toronto Dominion bank (TD) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2016-09-12 | — |
| SELL | TDG | Transdigm group Incorporated Transdigm group Inc. (TDg) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2016-09-12 | — |
| SELL | TDHOY | T&D Holdings Inc Tokyo Unsponsored ADR (TDHOY) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2016-09-12 | — |
| SELL | TEL | TE Connectivity Ltd. New Switzerland Registered Shares (TEL) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2016-09-12 | — |
| SELL | TELNY | Telenor ASA American Depositary Shares (TELNY) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2016-09-12 | — |
| SELL | TFX | Teleflex Incorporated (TFX) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2016-09-12 | — |
| SELL | TSM | Taiwan Semiconductor Manufacturing Company Ltd. (TSM) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2016-09-12 | — |
| SELL | TXN | Texas Instruments Incorporated (TXN) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2016-09-12 | — |
| SELL | UN | unilever NV (uN) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2014-11-04 | — |
| SELL | UOVEY | United Overseas bk Singapore American Depositary Shares (UOVEY) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2016-09-12 | — |
| SELL | VAR | Varian Medical Systems, Inc. (VAR) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2016-09-12 | — |
| SELL | VEA | Vanguard FTSE developed Markets ETF (VEa) [ST] | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2020-03-18 | — |
| SELL | VMC | Vulcan Materials Company (VMC) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2016-09-12 | — |
| SELL | VMW | Vmware, Inc. Common stock, Class A (VMW) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2015-02-09 | — |
| SELL | VRSK | Verisk Analytics, Inc. (VRSK) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2016-09-12 | — |
| SELL | VRTX | Vertex Pharmaceuticals Incorporated (VRTX) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2016-09-12 | — |
| SELL | WAT | Waters Corporation (WAT) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2016-09-12 | — |
| SELL | WDAY | Workday, Inc. (WDAY) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2016-09-12 | — |
| SELL | WEX | WEX Inc. common stock (WEX) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2016-09-12 | — |
| SELL | WFM | Whole Foods Market, Inc. (WFM) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2014-07-14 | — |
| SELL | WPPGY | WPP plc - American Depositary Shares each representing five Ordinary Shares (WPPgY) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2016-09-12 | — |
| SELL | XLNX | Xilinx, Inc. (XLNX) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2016-09-12 | — |
| SELL | XRAY | DENTSPLY SIRONA Inc. (XRAY) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2016-09-12 | — |
| MIXED | SPY | SPdR S&P 500 (SPY) [ST] | Purchases $78K–$295K; sales $30K–$100K | 8 | 2 | −$22.0K to $265K≈ | 2020-09-08 | — |
| MIXED | UTX | United Technologies Corporation (UTX) [sT] | Purchases $5K–$75K; sales $2K–$30K | 5 | 2 | −$25.0K to $73.0K≈ | 2018-11-02 | — |
| MIXED | DEO | diageo plc (dEo) [ST] | Purchases $4K–$60K; sales $2K–$30K | 4 | 2 | −$26.0K to $58.0K≈ | 2020-03-18 | — |
| MIXED | GD | general Dynamics Corporation (gD) | Purchases $4K–$60K; sales $2K–$30K | 4 | 2 | −$26.0K to $58.0K≈ | 2016-09-12 | — |
| MIXED | RDS.B | Royal Dutch Shell PLC Royal Dutch Shell PLC american Depositary Shares (RDS.b) [ST] | Purchases $4K–$60K; sales $2K–$30K | 4 | 2 | −$26.0K to $58.0K≈ | 2019-10-10 | — |
| MIXED | CELG | Celgene Corporation (CELg) | Purchases $3K–$45K; sales $2K–$30K | 3 | 2 | −$27.0K to $43.0K≈ | 2016-09-12 | — |
| MIXED | COF | Capital One Financial Corporation (COF) | Purchases $3K–$45K; sales $2K–$30K | 3 | 2 | −$27.0K to $43.0K≈ | 2016-08-17 | — |
| MIXED | M | Macy's Inc (M) | Purchases $3K–$45K; sales $2K–$30K | 3 | 2 | −$27.0K to $43.0K≈ | 2016-05-20 | — |
| MIXED | TJX | TJX Companies, Inc. (TJX) [ST] | Purchases $3K–$45K; sales $2K–$30K | 3 | 2 | −$27.0K to $43.0K≈ | 2020-06-01 | — |
| MIXED | WM | Waste Management, Inc. (WM) [ST] | Purchases $3K–$45K; sales $2K–$30K | 3 | 2 | −$27.0K to $43.0K≈ | 2019-08-06 | — |
| MIXED | PFE | Pfizer, Inc. (PFE) [ST] | Purchases $32K–$130K; sales $4K–$60K | 4 | 4 | −$28.0K to $126K≈ | 2020-07-01 | — |
| MIXED | ADP | Automatic Data Processing, Inc. (ADP) [ST] | Purchases $2K–$30K; sales $2K–$30K | 2 | 2 | −$28.0K to $28.0K≈ | 2019-04-18 | — |
| MIXED | DLPH | Delphi Automotive plc Ordinary Shares (DLPH) | Purchases $2K–$30K; sales $2K–$30K | 2 | 2 | −$28.0K to $28.0K≈ | 2016-09-12 | — |
| MIXED | PRGO | Perrigo Company plc ordinary shares (PRgo) | Purchases $2K–$30K; sales $2K–$30K | 2 | 2 | −$28.0K to $28.0K≈ | 2015-04-08 | — |
| MIXED | WFC | Wells Fargo & Company (WFC) | Purchases $2K–$30K; sales $2K–$30K | 2 | 2 | −$28.0K to $28.0K≈ | 2016-09-12 | — |
| MIXED | MCD | McDonald's Corporation (MCD) [sT] | Purchases $16K–$65K; sales $3K–$45K | 2 | 3 | −$29.0K to $62.0K≈ | 2018-11-02 | — |
| MIXED | AGN | Allergan plc Ordinary Shares (AgN) | Purchases $1K–$15K; sales $2K–$30K | 1 | 2 | −$29.0K to $13.0K≈ | 2016-09-12 | — |
| MIXED | AMP | Ameriprise Financial, Inc. (AMP) | Purchases $1K–$15K; sales $2K–$30K | 1 | 2 | −$29.0K to $13.0K≈ | 2016-09-12 | — |
| MIXED | ASML | AsML Holding N.V. - ADs represents 1 ordinary share (AsML) | Purchases $1K–$15K; sales $2K–$30K | 1 | 2 | −$29.0K to $13.0K≈ | 2015-02-10 | — |
| MIXED | CSCO | Cisco Systems, Inc. (CSCO) | Purchases $1K–$15K; sales $2K–$30K | 1 | 2 | −$29.0K to $13.0K≈ | 2017-11-20 | — |
| MIXED | EOG | Eog Resources, Inc. (Eog) | Purchases $1K–$15K; sales $2K–$30K | 1 | 2 | −$29.0K to $13.0K≈ | 2015-07-29 | — |
| MIXED | FCX | Freeport-McMoRan, Inc. (FCX) | Purchases $1K–$15K; sales $2K–$30K | 1 | 2 | −$29.0K to $13.0K≈ | 2015-04-16 | — |
| MIXED | GOOG | Alphabet Inc. - Class C Capital Stock (gOOg) | Purchases $1K–$15K; sales $2K–$30K | 1 | 2 | −$29.0K to $13.0K≈ | 2016-09-12 | — |
| MIXED | MAT | Mattel, Inc. (MAT) | Purchases $1K–$15K; sales $2K–$30K | 1 | 2 | −$29.0K to $13.0K≈ | 2016-09-12 | — |
| MIXED | NKE | Nike, Inc. (NKE) | Purchases $1K–$15K; sales $2K–$30K | 1 | 2 | −$29.0K to $13.0K≈ | 2016-04-12 | — |
| MIXED | REGN | Regeneron Pharmaceuticals, Inc. (REgN) | Purchases $1K–$15K; sales $2K–$30K | 1 | 2 | −$29.0K to $13.0K≈ | 2016-02-26 | — |
| MIXED | TYC | Tyco International plc (TYC) | Purchases $1K–$15K; sales $2K–$30K | 1 | 2 | −$29.0K to $13.0K≈ | 2015-07-28 | — |
| MIXED | MMM | 3M Company (MMM) [ST] | Purchases $15K–$50K; sales $3K–$45K | 1 | 3 | −$30.0K to $47.0K≈ | 2020-03-11 | — |
| SELL | ADS | Alliance Data systems Corporation (ADs) | Purchases —; sales $2K–$30K | 0 | 2 | −$30.0K to −$2.0K net disposal≈ | 2015-02-09 | — |
| SELL | AON | Aon plc Class A Ordinary Shares (AON) | Purchases —; sales $2K–$30K | 0 | 2 | −$30.0K to −$2.0K net disposal≈ | 2016-09-12 | — |
| SELL | BHF | brighthouse Financial, Inc. (bHF) | Purchases —; sales $2K–$30K | 0 | 2 | −$30.0K to −$2.0K net disposal≈ | 2017-08-09 | — |
| SELL | BMY | bristol-Myers Squibb Company (bMY) | Purchases —; sales $2K–$30K | 0 | 2 | −$30.0K to −$2.0K net disposal≈ | 2016-08-17 | — |
| SELL | BXLT | baxalta Incorporated (bXLT) | Purchases —; sales $2K–$30K | 0 | 2 | −$30.0K to −$2.0K net disposal≈ | 2015-10-26 | — |
| SELL | CIT | CIT group Inc (CIT) | Purchases —; sales $2K–$30K | 0 | 2 | −$30.0K to −$2.0K net disposal≈ | 2015-02-10 | — |
| SELL | DHR | Danaher Corporation (DHR) | Purchases —; sales $2K–$30K | 0 | 2 | −$30.0K to −$2.0K net disposal≈ | 2016-09-12 | — |
| SELL | GILD | gilead Sciences, Inc. (gILD) | Purchases —; sales $2K–$30K | 0 | 2 | −$30.0K to −$2.0K net disposal≈ | 2016-08-11 | — |
| SELL | IDXX | IDEXX Laboratories, Inc. (IDXX) | Purchases —; sales $2K–$30K | 0 | 2 | −$30.0K to −$2.0K net disposal≈ | 2015-02-10 | — |
| SELL | LMT | lockheed Martin Corporation (lMT) | Purchases —; sales $2K–$30K | 0 | 2 | −$30.0K to −$2.0K net disposal≈ | 2014-11-17 | — |
| SELL | MON | Monsanto Company (MoN) | Purchases —; sales $2K–$30K | 0 | 2 | −$30.0K to −$2.0K net disposal≈ | 2014-09-30 | — |
| SELL | PPG | PPg Industries, Inc. (PPg) | Purchases —; sales $2K–$30K | 0 | 2 | −$30.0K to −$2.0K net disposal≈ | 2014-09-17 | — |
| SELL | SHW | Sherwin-Williams Company (SHW) | Purchases —; sales $2K–$30K | 0 | 2 | −$30.0K to −$2.0K net disposal≈ | 2016-09-12 | — |
| MIXED | TMO | Thermo Fisher scientific Inc (TMo) | Purchases $15K–$50K; sales $15K–$50K | 1 | 1 | −$35.0K to $35.0K≈ | 2017-03-24 | — |
| MIXED | ORCL | Oracle Corporation (ORCL) | Purchases $5K–$75K; sales $3K–$45K | 5 | 3 | −$40.0K to $72.0K≈ | 2016-09-12 | — |
| MIXED | RTN | Raytheon Company (RTN) [ST] | Purchases $4K–$60K; sales $3K–$45K | 4 | 3 | −$41.0K to $57.0K≈ | 2019-04-04 | — |
| MIXED | PG | Procter & gamble Company (Pg) [ST] | Purchases $18K–$95K; sales $4K–$60K | 4 | 4 | −$42.0K to $91.0K≈ | 2020-05-11 | — |
| MIXED | SPG | Simon Property group, Inc. (SPg) [ST] | Purchases $18K–$95K; sales $4K–$60K | 4 | 4 | −$42.0K to $91.0K≈ | 2019-07-23 | — |
| MIXED | BBL | BHP Billiton plc Sponsored ADR (BBL) | Purchases $3K–$45K; sales $3K–$45K | 3 | 3 | −$42.0K to $42.0K≈ | 2016-06-15 | — |
| MIXED | BNS | bank Nova Scotia Halifax Pfd 3 Ordinary Shares (bNS) [ST] | Purchases $3K–$45K; sales $3K–$45K | 3 | 3 | −$42.0K to $42.0K≈ | 2018-12-24 | — |
| MIXED | GM | general Motors Company (gM) | Purchases $3K–$45K; sales $3K–$45K | 3 | 3 | −$42.0K to $42.0K≈ | 2016-09-12 | — |
| MIXED | BAX | baxter International Inc. (bAX) | Purchases $2K–$30K; sales $3K–$45K | 2 | 3 | −$43.0K to $27.0K≈ | 2015-07-31 | — |
| MIXED | BIIB | biogen Inc. (bIIb) | Purchases $2K–$30K; sales $3K–$45K | 2 | 3 | −$43.0K to $27.0K≈ | 2016-04-01 | — |
| MIXED | CMI | Cummins Inc. (CMI) | Purchases $2K–$30K; sales $3K–$45K | 2 | 3 | −$43.0K to $27.0K≈ | 2015-12-22 | — |
| MIXED | COST | Costco Wholesale Corporation (COST) | Purchases $2K–$30K; sales $3K–$45K | 2 | 3 | −$43.0K to $27.0K≈ | 2016-09-12 | — |
| MIXED | TOT | Total S.A. (TOT) | Purchases $2K–$30K; sales $3K–$45K | 2 | 3 | −$43.0K to $27.0K≈ | 2016-09-12 | — |
| MIXED | TRMB | Trimble Inc. (TRMb) | Purchases $2K–$30K; sales $3K–$45K | 2 | 3 | −$43.0K to $27.0K≈ | 2017-11-30 | — |
| MIXED | UNP | Union Pacific Corporation (UNP) | Purchases $2K–$30K; sales $3K–$45K | 2 | 3 | −$43.0K to $27.0K≈ | 2016-09-12 | — |
| MIXED | SPLK | Splunk Inc. (SPLK) | Purchases $1K–$15K; sales $3K–$45K | 1 | 3 | −$44.0K to $12.0K≈ | 2016-09-12 | — |
| MIXED | CVS | CVS Health Corporation (CVS) | Purchases $15K–$50K; sales $4K–$60K | 1 | 4 | −$45.0K to $46.0K≈ | 2017-08-25 | — |
| MIXED | KHC | The Kraft Heinz Company (KHC) | Purchases $15K–$50K; sales $4K–$60K | 1 | 4 | −$45.0K to $46.0K≈ | 2018-01-12 | — |
| SELL | CCI | Crown Castle International Corp. (CCI) | Purchases —; sales $3K–$45K | 0 | 3 | −$45.0K to −$3.0K net disposal≈ | 2016-09-12 | — |
| SELL | TAP | Molson Coors brewing Company Class b (TAP) | Purchases —; sales $3K–$45K | 0 | 3 | −$45.0K to −$3.0K net disposal≈ | 2016-09-12 | — |
| MIXED | T | AT&T Inc. (T) [ST] | Purchases $33K–$145K; sales $17K–$80K | 5 | 3 | −$47.0K to $128K≈ | 2019-03-25 | — |
| MIXED | AEP | American Electric Power Company, Inc. (AEP) [ST] | Purchases $32K–$130K; sales $17K–$80K | 4 | 3 | −$48.0K to $113K≈ | 2020-08-10 | — |
| MIXED | BDX | becton, dickinson and Company (bdX) [ST] | Purchases $2K–$30K; sales $15K–$50K | 2 | 1 | −$48.0K to $15.0K≈ | 2020-05-19 | — |
| MIXED | CVX | Chevron Corporation (CVX) [ST] | Purchases $15K–$50K; sales $16K–$65K | 1 | 2 | −$50.0K to $34.0K≈ | 2020-10-16 | — |
| SELL | BAC | bank of America Corporation (bAC) | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2018-01-22 | — |
| SELL | INFR | Legg Mason global Infrastructure ETF (INFR) [ST] | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2020-06-10 | — |
| SELL | RTX | Raytheon Technologies Corporation (RTX) [ST] | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2020-07-01 | — |
| SELL | VCR | Vanguard Consumer Discretion ETF (VCR) [ST] | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2018-12-24 | — |
| SELL | WJRYY | West Japan Railway Co Unsponsored ADR (WJRYY) | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2016-09-12 | — |
| MIXED | TRV | The Travelers Companies, Inc. (TRV) [ST] | Purchases $5K–$75K; sales $4K–$60K | 5 | 4 | −$55.0K to $71.0K≈ | 2020-03-11 | — |
| MIXED | UNH | UnitedHealth group Incorporated Common Stock (UNH) [ST] | Purchases $4K–$60K; sales $4K–$60K | 4 | 4 | −$56.0K to $56.0K≈ | 2019-04-04 | — |
| MIXED | PEP | Pepsico, Inc. (PEP) [sT] | Purchases $3K–$45K; sales $4K–$60K | 3 | 4 | −$57.0K to $41.0K≈ | 2019-01-08 | — |
| MIXED | FDX | FedEx Corporation (FDX) | Purchases $1K–$15K; sales $4K–$60K | 1 | 4 | −$59.0K to $11.0K≈ | 2016-01-08 | — |
| MIXED | KMI | Kinder Morgan, Inc. (KMI) | Purchases $1K–$15K; sales $4K–$60K | 1 | 4 | −$59.0K to $11.0K≈ | 2015-06-26 | — |
| MIXED | VIG | Vanguard div Appreciation ETF (VIg) [ST] | Purchases $190K–$500K; sales $115K–$250K | 8 | 3 | −$60.0K to $385K≈ | 2020-09-08 | — |
| MIXED | DD | DuPont de Nemours, Inc. (DD) [ST] | Purchases $15K–$50K; sales $5K–$75K | 1 | 5 | −$60.0K to $45.0K≈ | 2019-10-10 | — |
| SELL | COP | ConocoPhillips (COP) | Purchases —; sales $4K–$60K | 0 | 4 | −$60.0K to −$4.0K net disposal≈ | 2015-03-25 | — |
| MIXED | V | Visa Inc. (V) [ST] | Purchases $18K–$95K; sales $17K–$80K | 4 | 3 | −$62.0K to $78.0K≈ | 2020-08-10 | — |
| MIXED | XOM | Exxon Mobil Corporation (XoM) [ST] | Purchases $5K–$75K; sales $5K–$75K | 5 | 5 | −$70.0K to $70.0K≈ | 2019-10-10 | — |
| MIXED | DOW | dow Inc. (doW) [ST] | Purchases $1K–$15K; sales $5K–$75K | 1 | 5 | −$74.0K to $10.0K≈ | 2019-08-06 | — |
| MIXED | F | Ford Motor Company (F) | Purchases $1K–$15K; sales $5K–$75K | 1 | 5 | −$74.0K to $10.0K≈ | 2016-09-12 | — |
| MIXED | TEVA | Teva Pharmaceutical Industries Limited American Depositary Shares (TEVA) | Purchases $1K–$15K; sales $5K–$75K | 1 | 5 | −$74.0K to $10.0K≈ | 2016-09-12 | — |
| MIXED | ACN | accenture plc Class a ordinary Shares (aCN) [ST] | Purchases $4K–$60K; sales $17K–$80K | 4 | 3 | −$76.0K to $43.0K≈ | 2019-10-10 | — |
| MIXED | USB | U.S. bancorp (USb) [ST] | Purchases $53K–$145K; sales $52K–$130K | 4 | 3 | −$77.0K to $93.0K≈ | 2020-08-10 | — |
| MIXED | INTU | Intuit Inc. (INTU) [ST] | Purchases $3K–$45K; sales $17K–$80K | 3 | 3 | −$77.0K to $28.0K≈ | 2020-09-08 | — |
| MIXED | GE | general Electric Company (gE) [ST] | Purchases $32K–$130K; sales $19K–$110K | 4 | 5 | −$78.0K to $111K≈ | 2019-03-25 | — |
| MIXED | NEE | NextEra Energy, Inc. (NEE) [ST] | Purchases $17K–$80K; sales $18K–$95K | 3 | 4 | −$78.0K to $62.0K≈ | 2019-10-10 | — |
| MIXED | CWB | SPdR bloomberg barclays Convertible Securities ETF (CWb) [ST] | Purchases $167K–$380K; sales $115K–$250K | 6 | 3 | −$83.0K to $265K≈ | 2020-08-10 | — |
| MIXED | LUV | Southwest Airlines Company (LUV) [ST] | Purchases $15K–$50K; sales $30K–$100K | 1 | 2 | −$85.0K to $20.0K≈ | 2020-11-30 | — |
| MIXED | MSFT | Microsoft Corporation (MsFT) [sT] | Purchases $18K–$95K; sales $7K–$105K | 4 | 7 | −$87.0K to $88.0K≈ | 2019-01-08 | — |
| MIXED | MET | MetLife, Inc. (MET) | Purchases $16K–$65K; sales $7K–$105K | 2 | 7 | −$89.0K to $58.0K≈ | 2018-02-01 | — |
| MIXED | INTC | Intel Corporation (INTC) | Purchases $1K–$15K; sales $6K–$90K | 1 | 6 | −$89.0K to $9.0K≈ | 2018-01-16 | — |
| MIXED | WMT | Walmart Inc. (WMT) [ST] | Purchases $4K–$60K; sales $18K–$95K | 4 | 4 | −$91.0K to $42.0K≈ | 2019-08-06 | — |
| MIXED | AAPL | Apple Inc. (AAPL) [ST] | Purchases $143K–$445K; sales $39K–$235K | 10 | 11 | −$92.0K to $406K≈ | 2020-10-16 | — |
| MIXED | AXP | American Express Company (AXP) [ST] | Purchases $3K–$45K; sales $18K–$95K | 3 | 4 | −$92.0K to $27.0K≈ | 2020-08-10 | — |
| MIXED | VZ | Verizon Communications Inc. (VZ) [ST] | Purchases $21K–$140K; sales $8K–$120K | 7 | 8 | −$99.0K to $132K≈ | 2020-05-19 | — |
| MIXED | FDL | First Trust Morningstar ETF (FdL) [ST] | Purchases $61K–$215K; sales $46K–$165K | 5 | 4 | −$104K to $169K≈ | 2020-02-26 | — |
| MIXED | D | Dominion Energy, Inc. (D) | Purchases $1K–$15K; sales $7K–$105K | 1 | 7 | −$104K to $8.0K≈ | 2018-03-14 | — |
| MIXED | PM | Philip Morris International Inc (PM) | Purchases $18K–$95K; sales $20K–$125K | 4 | 6 | −$107K to $75.0K≈ | 2018-01-16 | — |
| MIXED | DIA | SPdR dow Jones Industrial average ETF (dIa) [ST] | Purchases $19K–$110K; sales $52K–$130K | 5 | 3 | −$111K to $58.0K≈ | 2020-03-18 | — |
| MIXED | IBM | International Business Machines Corporation (IBM) [sT] | Purchases $3K–$45K; sales $8K–$120K | 3 | 8 | −$117K to $37.0K≈ | 2018-10-26 | — |
| MIXED | GSLC | goldman Sachs activebeta U.S. Large Cap Equity ETF (gSLC) [ST] | Purchases $76K–$265K; sales $80K–$200K | 6 | 3 | −$124K to $185K≈ | 2020-05-26 | — |
| MIXED | HD | Home depot, Inc. (Hd) [ST] | Purchases $17K–$80K; sales $53K–$145K | 3 | 4 | −$128K to $27.0K≈ | 2020-07-01 | — |
| MIXED | KO | Coca-Cola Company (Ko) [ST] | Purchases $5K–$75K; sales $33K–$145K | 5 | 5 | −$140K to $42.0K≈ | 2019-07-26 | — |
| SELL | FDN | First Trust dJ Internet Index Fund (FdN) [ST] | Purchases $4K–$60K; sales $65K–$150K | 4 | 2 | −$146K to −$5.0K net disposal≈ | 2020-03-10 | — |
| MIXED | PNC | PNC Financial Services group, Inc. (PNC) [ST] | Purchases $60K–$200K; sales $69K–$210K | 4 | 6 | −$150K to $131K≈ | 2020-08-10 | — |
| MIXED | VPU | Vanguard Utilities ETF (VPU) [ST] | Purchases $161K–$415K; sales $91K–$315K | 7 | 7 | −$154K to $324K≈ | 2020-03-18 | — |
| MIXED | JPM | JP Morgan Chase & Co. (JPM) [ST] | Purchases $34K–$160K; sales $36K–$190K | 6 | 8 | −$156K to $124K≈ | 2020-09-09 | — |
| MIXED | NOC | Northrop grumman Corporation (NoC) [ST] | Purchases $5K–$75K; sales $23K–$170K | 5 | 9 | −$165K to $52.0K≈ | 2020-03-18 | — |
| MIXED | VDC | Vanguard Consumer Staples ETF (VdC) [ST] | Purchases $196K–$465K; sales $140K–$400K | 7 | 7 | −$204K to $325K≈ | 2020-10-16 | — |
| MIXED | SDY | SPdR S&P dividend ETF (SdY) [ST] | Purchases $191K–$515K; sales $165K–$400K | 9 | 3 | −$209K to $350K≈ | 2020-08-10 | — |
Trading profile
VS HOUSE MEDIAN · TICK = MEDIAN · 298 MEMBERS- Filing lag (median)median days between trade date and filing date, over rows that disclose both
- +25dfaster than chamber — median +28d
- Rows per filingmachine-readable transaction rows per distinct source filing
- 17far above median — median 3.2
- Share ≤ $15K bracket
- 63%larger lots — median 69%
- Buy share of rows
- 46%≈ chamber — median 47%
- Self-owned share
- 17%family accounts — median 97%
filings incl. 1 paper: 86distinct default-view filings for this member, including paper (needs-OCR) filings that carry zero machine-readable rows · transactions: 1,430 · disclosed flow · trailing 12m: —sum of statutory bucket bounds over the trailing 12 months — an interval, not an estimate of value · median lag: +25dmedian days between trade date and filing date, over rows that disclose both · late filings: 136rows filed past the STOCK Act's 45-day window
Medians are per member across the 298 House members with disclosed rows in this build — one observation each, so a high-volume filer does not become the chamber. Statistics describe the filing record, never intent.
Sector mix
taxonomy v1 · SIC as of 2026-09-14| Sector | Trades | Flow range |
|---|---|---|
| manufacturing | 348 | $1M–$6.8M |
| finance-insurance-realestate | 125 | $531K–$2.7M |
| transport-utilities | 91 | $315K–$1.9M |
| services | 89 | $201K–$1.6M |
| retail | 66 | $367K–$1.6M |
| mining | 23 | $37K–$380K |
| wholesale | 7 | $7K–$105K |
| construction | 2 | $2K–$30K |
| agriculture | 1 | $1K–$15K |
| no ticker disclosed coverage | 350 | Over $12.8M |
| ticker not resolved to an issuer coverage | 298 | $3.7M–$11.6M |
| issuer has no SIC on record coverage | 30 | $431K–$1.4M |
Sector from SEC SIC codesSector comes from SEC EDGAR SIC codes through the site's own taxonomy; rows without a sector are listed as coverage, never folded into a sector.
Recent disclosures and committee context
Largest recent disclosures
trailing 90d · lower boundNo rankable disclosures in the trailing 90 days.
Committees · jurisdiction overlap
membership snapshot 2026-09-14 · jurisdiction mapping v1No committee memberships on record in the snapshot.
No disclosed trades fall inside this member's committee jurisdictions as of their trade dates · 752 trades predate the membership snapshot's validity window and are unanswerable, not cleared.
A jurisdiction overlap is context, not an accusation: it establishes and implies no legal, ethical, or causal conflict. It states only that the issuer's sector falls within a committee this member sat on as of the trade date, per the sources and mapping versions shown.
All disclosed transactions
1,430 rows · filed date desc · as of 2026-09-14 13:21 UTC| Kind | Ticker | Asset | OwnerFilings under this member include transactions by spouse (SP), dependent children (DC), and joint accounts (JT) — the STOCK Act does not distinguish who directed a trade. Owner codes ↗ | Range | Amount range | Traded → Filed | Source |
|---|---|---|---|---|---|---|---|
| Purchase | DGRO | iShares Core Dividend growth ETF (DgRO) [ST] | — | $15K–$50K | Traded → Filed +15d | ||
| Purchase | LUV | Southwest Airlines Company (LUV) [ST] | — | $15K–$50K | Traded → Filed +15d | ||
| Purchase | DRI | Darden Restaurants, Inc. (DRI) [ST] | — | $15K–$50K | Traded → Filed +15d | ||
| Purchase | AAL | American Airlines group, Inc. (AAL) [ST] | — | $15K–$50K | Traded → Filed +15d | ||
| Sale | — | UIT First Trust Diversified W115 [OT] | · SP (spouse-owned) | $1K–$15K | no ticker | Traded → Filed +35d | |
| Purchase | JNJ | Johnson & Johnson (JNJ) [ST] | — | $50K–$100K | Traded → Filed LATE·49d | ||
| Purchase | SKYY | First Trust Cloud Computing ETF (SKYY) [ST] | — | $15K–$50K | Traded → Filed LATE·49d | ||
| Sale | VDC | Vanguard Consumer Staples ETF (VdC) [ST] | — | $15K–$50K | Traded → Filed LATE·49d | ||
| Sale | CVX | Chevron Corporation (CVX) [ST] | — | $15K–$50K | Traded → Filed LATE·49d | ||
| Purchase | JNJ | Johnson & Johnson (JNJ) [ST] | — | $15K–$50K | Traded → Filed LATE·49d | ||
| Purchase | AAPL | Apple Inc. (AAPL) [ST] | — | $15K–$50K | Traded → Filed LATE·49d | ||
| Purchase | AAPL | Apple Inc. (AAPL) [ST] | — | $15K–$50K | Traded → Filed LATE·49d | ||
| Sale | BX | The blackstone group Inc. Class A (bX) [ST] | — | $15K–$50K | Traded → Filed LATE·49d | ||
| Exchange | NBL | Noble Energy Inc. (NbL) [ST] | — | $1K–$15K | Traded → Filed LATE·59d | ||
| Exchange | CVX | Chevron Corporation (CVX) [ST] | — | $1K–$15K | Traded → Filed LATE·59d | ||
| Exchange | CVX | Chevron Corporation (CVX) [ST] | — | $15K–$50K | Traded → Filed LATE·59d | ||
| Exchange | NBL | Noble Energy Inc. (NbL) [ST] | — | $15K–$50K | Traded → Filed LATE·59d | ||
| — | — | (unparsed asset) | — | — | asset unparseddate missingno tickerrow incompleterow orphanside unparsedamount unparsed | Traded Unknown → Filed — | |
| Purchase | — | JPMORgAN CHASE & CO FIX/FLT JR SbRdNTd PERP MAT CLLb NRA TAXAbLE CPN 4.051% dUE 12/29/49 [OT] | — | $15K–$50K | no ticker | Traded → Filed +7d | |
| Purchase | ABT | Abbott Laboratories (AbT) [ST] | — | $50K–$100K | Traded → Filed +7d | ||
| Purchase | ABT | Abbott Laboratories (AbT) [ST] | — | $15K–$50K | Traded → Filed +7d | ||
| Sale | — | bANK NOVA SCOTIA 0% 1Y: LKd EURO STOXX 50 INdEX dUE 09/24/2020 CPN 0.000% dUE 09/24/20 [OT] | — | $15K–$50K | no ticker | Traded → Filed +11d | |
| Purchase | USMC | Principal U.S. Mega-Cap ETF (USMC) [ST] | — | $1K–$15K | Traded → Filed +14d | ||
| Purchase | — | FIFTH THIRd bANCORP FIX TO FLT JR SbRdNTd CALLAbLE PERPTL CPN 5.100% dUE 12/31/49 [OT] | — | $15K–$50K | no ticker | Traded → Filed +14d | |
| Purchase | CIBR | First Trust NASdAQ Cybersecurity ETF (CIbR) [ST] | — | $15K–$50K | Traded → Filed +14d | ||
| Sale | VDC | Vanguard Consumer Staples ETF (VdC) [ST] | — | $15K–$50K | Traded → Filed +14d | ||
| Sale | VDC | Vanguard Consumer Staples ETF (VdC) [ST] | — | $15K–$50K | Traded → Filed +14d | ||
| Sale | VDC | Vanguard Consumer Staples ETF (VdC) [ST] | — | $50K–$100K | Traded → Filed +14d | ||
| Sale | JPM | JP Morgan Chase & Co. (JPM) [ST] | — | $15K–$50K | Traded → Filed +26d | ||
| Sale | USMC | Principal U.S. Mega-Cap ETF (USMC) [ST] | · partial (partial sale) | $15K–$50K | Traded → Filed +27d | ||
| Sale | SPY | SPdR S&P 500 (SPY) [ST] | · partial (partial sale) | $15K–$50K | Traded → Filed +27d | ||
| Purchase | GOOGL | Alphabet Inc. - Class A (gOOgL) [ST] | — | $15K–$50K | Traded → Filed +27d | ||
| Sale | INTU | Intuit Inc. (INTU) [ST] | — | $15K–$50K | Traded → Filed +27d | ||
| Sale | AAPL | Apple Inc. (AAPL) [ST] | · partial (partial sale) | $15K–$50K | Traded → Filed +27d | ||
| Sale | AAPL | Apple Inc. (AAPL) [ST] | · partial (partial sale) | $15K–$50K | Traded → Filed +27d | ||
| Sale | VIG | Vanguard div Appreciation ETF (VIg) [ST] | · partial (partial sale) | $50K–$100K | Traded → Filed +27d | ||
| Sale | JPM | JP Morgan Chase & Co. (JPM) [ST] | — | $15K–$50K | Traded → Filed +27d | ||
| — | — | (unparsed asset) | — | — | asset unparseddate missingno tickerrow incompleterow orphanside unparsedamount unparsed | Traded Unknown → Filed — | |
| Sale | — | FT divers Income & growth Fall 15 [OT] | · SP (spouse-owned) | $100K–$250K | no ticker | Traded → Filed +28d | |
| Purchase | AEP | American Electric Power Company, Inc. (AEP) [ST] | · SP (spouse-owned) | $15K–$50K | Traded → Filed +29d | ||
| Sale | USB | U.S. bancorp (USb) [ST] | — | $50K–$100K | Traded → Filed +29d | ||
| Purchase | DGRO | iShares Core dividend growth ETF (dgRO) [ST] | · SP (spouse-owned) | $50K–$100K | Traded → Filed +29d | ||
| Purchase | CWB | SPdR bloomberg barclays Convertible Securities ETF (CWb) [ST] | — | $50K–$100K | Traded → Filed +29d | ||
| Purchase | XLV | SPdR Select Sector Fund - Health Care (XLV) [ST] | — | $50K–$100K | Traded → Filed +29d | ||
| Sale | AXP | American Express Company (AXP) [ST] | — | $15K–$50K | Traded → Filed +29d | ||
| Purchase | JNJ | Johnson & Johnson (JNJ) [ST] | · SP (spouse-owned) | $15K–$50K | Traded → Filed +29d | ||
| Sale | PNC | PNC Financial Services group, Inc. (PNC) [ST] | — | $15K–$50K | Traded → Filed +29d | ||
| Sale | PNC | PNC Financial Services group, Inc. (PNC) [ST] | — | $50K–$100K | Traded → Filed +29d | ||
| Purchase | DUK | duke Energy Corporation (dUK) [ST] | · SP (spouse-owned) | $15K–$50K | Traded → Filed +29d | ||
| Purchase | SDY | SPdR S&P dividend ETF (SdY) [ST] | — | $15K–$50K | Traded → Filed +29d |
Amended filings show the latest versionEach row is the latest version of its filing: an amendment replaces the original it supersedes, and the original stays in the published record. · what's excluded ↗
1–50 of 1,430 transactions
Filing history
SOURCE REPORTS · FILED ↓| Filed | Rows | Receipt |
|---|---|---|
| 2020-12-15 | 5 | |
| 2020-12-04 | 13 | |
| 2020-10-05 | 20 | |
| 2020-09-08 | 14 | |
| 2020-09-04 | 7 | |
| 2020-07-10 | 15 | |
| 2020-06-09 | 29 | |
| 2020-05-04 | 30 | |
| 2020-04-06 | 53 | |
| 2020-03-10 | 21 | |
| 2020-02-07 | 4 | |
| 2020-02-07 | 15 | |
| 2019-12-16 | 6 | |
| 2019-11-12 | 23 | |
| 2019-10-08 | 6 | |
| 2019-09-17 | 15 | |
| 2019-08-05 | 17 | |
| 2019-07-08 | 2 | |
| 2019-05-06 | 19 | |
| 2019-04-02 | 7 | |
| 2019-03-05 | 4 | |
| 2019-03-04 | 14 | |
| 2019-01-03 | 19 | |
| 2018-12-05 | 29 | |
| 2018-11-12 | 15 | |
| 2018-10-04 | 5 | |
| 2018-09-04 | 9 | |
| 2018-08-10 | 4 | |
| 2018-07-09 | 15 | |
| 2018-06-04 | 10 | |
| 2018-05-10 | 10 | |
| 2018-04-03 | 23 | |
| 2018-03-06 | 1 | |
| 2018-03-02 | 28 | |
| 2018-02-02 | 32 | |
| 2018-01-04 | 13 | |
| 2017-12-06 | 16 | |
| 2017-11-04 | 13 | |
| 2017-10-05 | 20 | |
| 2017-10-04 | 23 | |
| 2017-08-02 | 16 | |
| 2017-06-14 | 4 | |
| 2017-06-06 | 7 | |
| 2017-05-03 | 13 | |
| 2017-04-02 | 15 | |
| 2017-03-02 | 3 | |
| 2017-02-07 | 1 | |
| 2017-02-06 | 14 | |
| 2017-01-04 | 4 | |
| 2016-11-07 | 5 | |
| 2016-10-12 | 200 | |
| 2016-09-06 | 26 | |
| 2016-08-02 | 12 | |
| 2016-07-06 | 13 | |
| 2016-06-03 | 17 | |
| 2016-05-24 | 28 | |
| 2016-04-07 | 3 | |
| 2016-03-02 | 17 | |
| 2016-02-05 | 19 | |
| 2016-01-08 | 11 | |
| 2015-12-04 | 10 | |
| 2015-11-04 | 9 | |
| 2015-10-06 | 17 | |
| 2015-09-02 | 7 | |
| 2015-08-03 | 35 | |
| 2015-08-01 | 10 | |
| 2015-07-07 | 13 | |
| 2015-06-03 | 8 | |
| 2015-05-05 | 13 | |
| 2015-04-25 | 4 | |
| 2015-04-05 | 19 | |
| 2015-03-03 | 99 | |
| 2015-02-26 | 2 | |
| 2015-02-17 | 4 | |
| 2015-02-08 | 3 | |
| 2015-01-03 | 13 | |
| 2014-12-02 | 2 | |
| 2014-11-06 | 14 | |
| 2014-10-02 | 23 | |
| 2014-09-02 | 9 | |
| 2014-08-18 | 54 | |
| 2014-07-26 | 4 | |
| 2014-06-04 | 3 | |
| 2014-04-09 | 2 | |
| 2014-02-12 | 1 |
Signals
window 2026-06-16 → 2026-09-14No signals for this member in the retained window — a computed answer over the rules on /signals, not an absence of coverage.
PLANNED annual holdings · 13F overlap
Additional disclosure analysis
Most-disclosed tickers
trailing 24mNo tickers disclosed in the trailing 24 months.
Reporting window
Published 2026-09-14
Trade date and filing date are retained separately. Late and unparseable records stay identified in the data.
Holdings coverage
Annual holdings are not in this view
Periodic transaction reports do not establish a portfolio. Annual holdings and reconciliation require annual financial-disclosure records.
Paper filings — not machine-readable
These filings were submitted on paper. They are retained and counted — they appear in filing totals with zero transaction rows — but their contents are not yet machine-readable, and Public Filings does not hand-transcribe. The archived document is already the record.
| Filed ▾ | Status | Src |
|---|---|---|
| 2014-01-08 | paper filing — needs OCR retained and counted; zero machine-readable rows |