Kevin Hern
house Republican OK
H001082
903 trades tracked · 39 late filings · avg lag 27.1d
Official site ↗Committees
- House Committee on Ways and Means
- HSWM05
- HSWM02
Est. volume
$121,312,000
Range midpoints
Buys / Sells
625 / 246
Spouse share
0%
Late (>45d)
39
| Tx Date | Ticker | Asset | Type | Owner | Amount | Disclosed | Lag |
|---|---|---|---|---|---|---|---|
| Feb 15, 2022 | ACN ↗ | Accenture plc Class A Ordinary Shares | Purchase | Joint | $1,001 - $15,000 | Mar 7, 2022 | 20d |
| Jan 19, 2022 | -- ↗ | Barclays Bank PLC Ser A MTN 01/22/2027 | Purchase | Joint | $250,001 - $500,000 | Feb 2, 2022 | 14d |
| Jan 7, 2022 | INRE ↗ | Inland Real Estate Income Trust Inc | Purchase | Joint | $1,001 - $15,000 | Feb 2, 2022 | 26d |
| Jan 14, 2022 | PXD ↗ | Pioneer Natural Resources Company | Purchase | Joint | $1,001 - $15,000 | Feb 2, 2022 | 19d |
| Jan 19, 2022 | FSEN ↗ | FS Energy & Power Fund Common | Purchase | Joint | $1,001 - $15,000 | Feb 2, 2022 | 14d |
| Jan 31, 2022 | JPM ↗ | JP Morgan Chase & Co | Purchase | Joint | $1,001 - $15,000 | Feb 2, 2022 | 2d |
| Dec 20, 2021 | MDT ↗ | Medtronic plc Ordinary Shares | Sale (Full) | Joint | $100,001 - $250,000 | Jan 11, 2022 | 22d |
| Dec 27, 2021 | LMT ↗ | Lockheed Martin Corporation | Purchase | Joint | $1,001 - $15,000 | Jan 11, 2022 | 15d |
| Dec 7, 2021 | JNJ ↗ | Johnson & Johnson | Purchase | Joint | $1,001 - $15,000 | Jan 11, 2022 | 35d |
| Dec 3, 2021 | HON ↗ | Honeywell International Inc | Purchase | Joint | $1,001 - $15,000 | Jan 11, 2022 | 39d |
| Dec 14, 2021 | PDX ↗ | Pioneer Natural Resources Company | Purchase | Joint | $1,001 - $15,000 | Jan 11, 2022 | 28d |
| Dec 15, 2021 | NEE ↗ | NextEra Energy Inc | Purchase | Joint | $1,001 - $15,000 | Jan 11, 2022 | 27d |
| Dec 14, 2021 | UNH ↗ | UnitedHealth Group Incorporated Common S... | Purchase | Joint | $1,001 - $15,000 | Jan 11, 2022 | 28d |
| Dec 27, 2021 | WMB ↗ | Williams Companies Inc | Purchase | Joint | $1,001 - $15,000 | Jan 11, 2022 | 15d |
| Dec 9, 2021 | MSFT ↗ | Microsoft Corporation | Purchase | Joint | $1,001 - $15,000 | Jan 11, 2022 | 33d |
| Dec 20, 2021 | VUZI ↗ | Vuzix Corporation | Sale (Full) | Joint | $50,001 - $100,000 | Jan 11, 2022 | 22d |
| Dec 14, 2021 | PXD ↗ | Pioneer Natural Resources Company | Purchase | Joint | $1,001 - $15,000 | Jan 11, 2022 | 28d |
| Dec 10, 2021 | XOM ↗ | Exxon Mobil Corporation | Purchase | Joint | $1,001 - $15,000 | Jan 11, 2022 | 32d |
| Dec 10, 2021 | EMR ↗ | Emerson Electric Company | Purchase | Joint | $1,001 - $15,000 | Jan 11, 2022 | 32d |
| Dec 30, 2021 | DVN ↗ | Devon Energy Corporation | Purchase | Joint | $1,001 - $15,000 | Jan 11, 2022 | 12d |
| Dec 30, 2021 | DVN ↗ | Devon Energy Corporation | Purchase | Joint | $15,001 - $50,000 | Jan 11, 2022 | 12d |
| Dec 16, 2021 | RTX ↗ | Raytheon Technologies Corporation | Purchase | Joint | $1,001 - $15,000 | Jan 11, 2022 | 26d |
| Dec 20, 2021 | ASXC ↗ | Asensus Surgical Inc | Purchase | Joint | $15,001 - $50,000 | Jan 11, 2022 | 22d |
| Dec 10, 2021 | ROK ↗ | Rockwell Automation Inc | Purchase | Joint | $1,001 - $15,000 | Jan 11, 2022 | 32d |
| Dec 16, 2021 | HD ↗ | Home Depot Inc | Purchase | Joint | $1,001 - $15,000 | Jan 11, 2022 | 26d |
| Nov 26, 2021 | ACN ↗ | Accenture plc Class A Ordinary Shares | Purchase | Joint | $1,001 - $15,000 | Dec 9, 2021 | 13d |
| Nov 26, 2021 | ABB ↗ | Abb ltd | Purchase | Joint | $50,001 - $100,000 | Dec 9, 2021 | 13d |
| Nov 26, 2021 | FDIS ↗ | Fidelity MSCI Consumer Discretionary Ind... | Purchase | Joint | $50,001 - $100,000 | Dec 9, 2021 | 13d |
| Nov 15, 2021 | TXN ↗ | Texas Instruments Incorporated | Purchase | Joint | $1,001 - $15,000 | Dec 9, 2021 | 24d |
| Nov 26, 2021 | TJX ↗ | TJX Companies Inc | Purchase | Joint | $15,001 - $50,000 | Dec 9, 2021 | 13d |
| Nov 12, 2021 | MMP ↗ | Magellan Midstream Partners LP Limited P... | Purchase | Joint | $1,001 - $15,000 | Dec 9, 2021 | 27d |
| Nov 5, 2021 | TIP ↗ | iShares TIPS Bond ETF | Purchase | Joint | $1,001 - $15,000 | Dec 9, 2021 | 34d |
| Nov 26, 2021 | INTC ↗ | Intel Corporation | Purchase | Joint | $15,001 - $50,000 | Dec 9, 2021 | 13d |
| Nov 26, 2021 | FSK ↗ | FS KKR Capital Corp | Sale (Full) | Joint | $100,001 - $250,000 | Dec 9, 2021 | 13d |
| Nov 26, 2021 | HLT ↗ | Hilton Worldwide Holdings Inc | Purchase | Joint | $50,001 - $100,000 | Dec 9, 2021 | 13d |
| Nov 26, 2021 | FTEC ↗ | Fidelity MSCI Information Technology Ind... | Purchase | Joint | $100,001 - $250,000 | Dec 9, 2021 | 13d |
| Nov 26, 2021 | PWR ↗ | Quanta Services inc | Purchase | Joint | $50,001 - $100,000 | Dec 9, 2021 | 13d |
| Nov 26, 2021 | ARCB ↗ | ArcBest Corporation | Purchase | Joint | $50,001 - $100,000 | Dec 9, 2021 | 13d |
| Nov 15, 2021 | OKE ↗ | ONEOK Inc | Purchase | Joint | $1,001 - $15,000 | Dec 9, 2021 | 24d |
| Nov 26, 2021 | BLL ↗ | Ball Corporation | Purchase | Joint | $50,001 - $100,000 | Dec 9, 2021 | 13d |
| Nov 26, 2021 | DRE ↗ | Duke Realty Corporation | Purchase | Joint | $50,001 - $100,000 | Dec 9, 2021 | 13d |
| Nov 26, 2021 | CR ↗ | Crane Co | Purchase | Joint | $15,001 - $50,000 | Dec 9, 2021 | 13d |
| Nov 26, 2021 | PH ↗ | Parker-Hannifin Corporation | Purchase | Joint | $15,001 - $50,000 | Dec 9, 2021 | 13d |
| Nov 16, 2021 | FBND ↗ | Fidelity Total Bond ETF | Sale (Partial) | Joint | $50,001 - $100,000 | Dec 9, 2021 | 23d |
| Nov 26, 2021 | AGCO ↗ | AGCO Corporation | Purchase | Joint | $50,001 - $100,000 | Dec 9, 2021 | 13d |
| Oct 7, 2021 | -- ↗ | Inland Real Estate TR | Purchase | Joint | $1,001 - $15,000 | Nov 5, 2021 | 29d |
| Oct 20, 2021 | V ↗ | Visa Inc | Purchase | Joint | $50,001 - $100,000 | Nov 5, 2021 | 16d |
| Oct 20, 2021 | PXD ↗ | Pioneer Natural Resources | Purchase | Joint | $100,001 - $250,000 | Nov 5, 2021 | 16d |
| Oct 20, 2021 | ORLY ↗ | OReilly Automotive Inc | Purchase | Joint | $15,001 - $50,000 | Nov 5, 2021 | 16d |
| Oct 14, 2021 | PXD ↗ | Pioneer Natural Resources | Purchase | Joint | $1,001 - $15,000 | Nov 5, 2021 | 22d |
| Oct 20, 2021 | BLK ↗ | Blackrock Inc | Purchase | Joint | $15,001 - $50,000 | Nov 5, 2021 | 16d |
| Oct 20, 2021 | CVX ↗ | Chevron Corporation | Purchase | Joint | $50,001 - $100,000 | Nov 5, 2021 | 16d |
| Oct 6, 2021 | DIAL ↗ | Columbia Diversified Fixed Income Alloca... | Purchase | Joint | $1,001 - $15,000 | Nov 5, 2021 | 30d |
| Oct 20, 2021 | FMAT ↗ | Fidelity MSCI Materials Index ETF | Purchase | Joint | $15,001 - $50,000 | Nov 5, 2021 | 16d |
| Oct 15, 2021 | -- ↗ | FS Energy & Power Fund Common | Purchase | Joint | $1,001 - $15,000 | Nov 5, 2021 | 21d |
| Oct 4, 2021 | FSK ↗ | FS KKR Capital Corp | Purchase | Joint | $1,001 - $15,000 | Nov 5, 2021 | 32d |
| Oct 20, 2021 | ITW ↗ | Illinois Tool Works Inc | Purchase | Joint | $15,001 - $50,000 | Nov 5, 2021 | 16d |
| Oct 7, 2021 | TIP ↗ | iShares TIPS Bond ETF | Purchase | Joint | $1,001 - $15,000 | Nov 5, 2021 | 29d |
| Oct 20, 2021 | LMT ↗ | Lockheed Martin Corporation | Purchase | Joint | $50,001 - $100,000 | Nov 5, 2021 | 16d |
| Oct 29, 2021 | JPM ↗ | JP Morgan Chase & Co | Purchase | Joint | $1,001 - $15,000 | Nov 5, 2021 | 7d |
| Sep 20, 2021 | SPY ↗ | SPDR S&P 500 | Purchase | Joint | $500,001 - $1,000,000 | Oct 7, 2021 | 17d |
| Sep 7, 2021 | JNJ ↗ | Johnson & Johnson | Purchase | Joint | $1,001 - $15,000 | Oct 7, 2021 | 30d |
| Sep 23, 2021 | MDT ↗ | Medtronic plc Ordinary Shares | Purchase | Joint | $100,001 - $250,000 | Oct 7, 2021 | 14d |
| Sep 17, 2021 | PXD ↗ | Pioneer Natural Resources Company | Purchase | Joint | $1,001 - $15,000 | Oct 7, 2021 | 20d |
| Sep 2, 2021 | PRGS ↗ | Progress Software Corporation | Purchase | Joint | $15,001 - $50,000 | Oct 7, 2021 | 35d |
| Sep 2, 2021 | PRGS ↗ | Progress Software Corporation | Purchase | Joint | $1,001 - $15,000 | Oct 7, 2021 | 35d |
| Sep 2, 2021 | RTX ↗ | Raytheon Technologies Corporation | Purchase | Joint | $50,001 - $100,000 | Oct 7, 2021 | 35d |
| Sep 23, 2021 | RTX ↗ | Raytheon Technologies Corporation | Purchase | Joint | $250,001 - $500,000 | Oct 7, 2021 | 14d |
| Sep 10, 2021 | ROK ↗ | Rockwell Automation Inc | Purchase | Joint | $1,001 - $15,000 | Oct 7, 2021 | 27d |
| Sep 2, 2021 | IQV ↗ | IQVIA Holdings Inc | Purchase | Joint | $15,001 - $50,000 | Oct 7, 2021 | 35d |
| Sep 8, 2021 | TIP ↗ | iShares TIPS Bond ETF | Purchase | Joint | $1,001 - $15,000 | Oct 7, 2021 | 29d |
| Sep 2, 2021 | INTC ↗ | Intel Corporation | Purchase | Joint | $50,001 - $100,000 | Oct 7, 2021 | 35d |
| Sep 23, 2021 | ACN ↗ | Accenture plc Class A Ordinary Shares | Purchase | Joint | $100,001 - $250,000 | Oct 7, 2021 | 14d |
| Sep 7, 2021 | DIAL ↗ | Columbia Diversified Fixed Income Alloca... | Purchase | Joint | $1,001 - $15,000 | Oct 7, 2021 | 30d |
| Sep 2, 2021 | JNJ ↗ | Johnson & Johnson | Purchase | Joint | $50,001 - $100,000 | Oct 7, 2021 | 35d |
| Sep 3, 2021 | HON ↗ | Honeywell International Inc | Purchase | Joint | $1,001 - $15,000 | Oct 7, 2021 | 34d |
| Sep 30, 2021 | DVN ↗ | Devon Energy Corporation | Purchase | Joint | $1,001 - $15,000 | Oct 7, 2021 | 7d |
| Sep 2, 2021 | XOM ↗ | Exxon Mobil Corporation | Purchase | Joint | $1,001 - $15,000 | Oct 7, 2021 | 35d |
| Sep 10, 2021 | EMR ↗ | Emerson Electric Company | Purchase | Joint | $1,001 - $15,000 | Oct 7, 2021 | 27d |
| Sep 23, 2021 | UNH ↗ | UnitedHealth Group Incorporated Common S... | Purchase | Joint | $250,001 - $500,000 | Oct 7, 2021 | 14d |
| Sep 27, 2021 | WMB ↗ | Williams Companies Inc | Purchase | Joint | $1,001 - $15,000 | Oct 7, 2021 | 10d |
| Sep 2, 2021 | UNH ↗ | UnitedHealth Group Incorporated Common S... | Purchase | Joint | $50,001 - $100,000 | Oct 7, 2021 | 35d |
| Sep 9, 2021 | MSFT ↗ | Microsoft Corporation | Purchase | Joint | $1,001 - $15,000 | Oct 7, 2021 | 28d |
| Sep 16, 2021 | HD ↗ | Home Depot Inc | Purchase | Joint | $1,001 - $15,000 | Oct 7, 2021 | 21d |
| Sep 15, 2021 | NEE ↗ | NextEra Energy Inc | Purchase | Joint | $1,001 - $15,000 | Oct 7, 2021 | 22d |
| Sep 30, 2021 | DGRO ↗ | iShares Core Dividend Growth ETF | Purchase | Joint | $1,001 - $15,000 | Oct 7, 2021 | 7d |
| Sep 2, 2021 | ICLR ↗ | ICON plc - Ordinary Shares | Purchase | Joint | $15,001 - $50,000 | Oct 7, 2021 | 35d |
| Sep 2, 2021 | CDNS ↗ | Cadence Design Systems Inc | Purchase | Joint | $15,001 - $50,000 | Oct 7, 2021 | 35d |
| Jul 30, 2021 | SPY ↗ | SPDR S&P 500 | Purchase | Joint | $500,001 - $1,000,000 | Sep 15, 2021 | 47d |
| Jul 7, 2021 | TROW ↗ | T. Rowe Price Group Inc | Purchase | Joint | $1,001 - $15,000 | Sep 15, 2021 | 70d |
| Aug 13, 2021 | ACN ↗ | Accenture plc Class A Ordinary Shares | Purchase | Joint | $1,001 - $15,000 | Sep 15, 2021 | 33d |
| Aug 25, 2021 | AHCO ↗ | AdaptHealth Corp | Purchase | Joint | $100,001 - $250,000 | Sep 15, 2021 | 21d |
| Aug 25, 2021 | COST ↗ | CostCo Wholesale | Purchase | Joint | $250,001 - $500,000 | Sep 15, 2021 | 21d |
| Aug 25, 2021 | LMT ↗ | Lockheed Martin Corporation | Purchase | Joint | $100,001 - $250,000 | Sep 15, 2021 | 21d |
| Jul 30, 2021 | FHLC ↗ | Fidelity MSCI Health Care Index ETF | Purchase | Joint | $50,001 - $100,000 | Sep 15, 2021 | 47d |
| Jul 30, 2021 | FDRR ↗ | idelity Dividend ETF for Rising Rates | Purchase | Joint | $50,001 - $100,000 | Sep 15, 2021 | 47d |
| Jul 1, 2021 | ETV ↗ | Eaton Vance Corporation Eaton Vance Tax-... | Purchase | Joint | $15,001 - $50,000 | Sep 15, 2021 | 76d |
| Jul 1, 2021 | DXCM ↗ | DexCom Inc | Purchase | Joint | $100,001 - $250,000 | Sep 15, 2021 | 76d |
| Jul 21, 2021 | BSX ↗ | Boston Scientific Corporation | Purchase | Joint | $15,001 - $50,000 | Sep 15, 2021 | 56d |
| Aug 16, 2021 | OKE ↗ | ONEOK Inc | Purchase | Joint | $1,001 - $15,000 | Sep 15, 2021 | 30d |
| Jul 1, 2021 | VUZI ↗ | Vuzix Corporation | Purchase | Joint | $50,001 - $100,000 | Sep 15, 2021 | 76d |
| Jul 21, 2021 | TXN ↗ | Texas Instruments Inc. | Purchase | Joint | $100,001 - $250,000 | Sep 15, 2021 | 56d |
| Jul 7, 2021 | DIAL ↗ | Columbia Diversified Fixed Income Alloca... | Purchase | Joint | $1,001 - $15,000 | Sep 15, 2021 | 70d |
| Jul 20, 2021 | FSEN ↗ | FS Energy & Power Fund Common | Purchase | Joint | $1,001 - $15,000 | Sep 15, 2021 | 57d |
| Jul 1, 2021 | HD ↗ | Home Depot Inc | Purchase | Joint | $100,001 - $250,000 | Sep 15, 2021 | 76d |
| Jul 1, 2021 | ITW ↗ | Illinois Tool Works Inc | Purchase | Joint | $50,001 - $100,000 | Sep 15, 2021 | 76d |
| Jul 1, 2021 | DGRO ↗ | iShares Core Dividend Growth ETF | Purchase | Joint | $250,001 - $500,000 | Sep 15, 2021 | 76d |
| Jul 30, 2021 | TIP ↗ | iShares TIPS Bond ETF | Purchase | Joint | $250,001 - $500,000 | Sep 15, 2021 | 47d |
| Jul 1, 2021 | JPM ↗ | JP Morgan Chase & Co | Purchase | Joint | $50,001 - $100,000 | Sep 15, 2021 | 76d |
| Jul 1, 2021 | LIN ↗ | Linde plc Ordinary Share | Purchase | Joint | $15,001 - $50,000 | Sep 15, 2021 | 76d |
| Jul 14, 2021 | PXD ↗ | Pioneet natural Resources Company | Purchase | Joint | $1,001 - $15,000 | Sep 15, 2021 | 63d |
| Jul 21, 2021 | PTC ↗ | PTC Inc | Purchase | Joint | $15,001 - $50,000 | Sep 15, 2021 | 56d |
| Jul 1, 2021 | FQAL ↗ | Fidelity Quality Factor ETF | Purchase | Joint | $100,001 - $250,000 | Sep 15, 2021 | 76d |
| Jul 21, 2021 | MSFT ↗ | Microsoft Corporation | Purchase | Joint | $100,001 - $250,000 | Sep 15, 2021 | 56d |
| Aug 5, 2021 | DIAL ↗ | Columbia Diversified Fixed Income Alloca... | Purchase | Joint | $1,001 - $15,000 | Sep 15, 2021 | 41d |
| Aug 6, 2021 | TIP ↗ | iShares TIPS Bond ETF | Purchase | Joint | $1,001 - $15,000 | Sep 15, 2021 | 40d |
| Jul 1, 2021 | DHR ↗ | Danaher Corporation | Purchase | Joint | $50,001 - $100,000 | Sep 15, 2021 | 76d |
| Jul 30, 2021 | JEPI ↗ | JPMorgan Equity Premium Income ETF | Purchase | Joint | $100,001 - $250,000 | Sep 15, 2021 | 47d |
| Jul 21, 2021 | ROK ↗ | Rockwell Automation Inc | Purchase | Joint | $50,001 - $100,000 | Sep 15, 2021 | 56d |
| Jul 21, 2021 | TMO ↗ | Thermo Fisher Scientific | Purchase | Joint | $50,001 - $100,000 | Sep 15, 2021 | 56d |
| Aug 25, 2021 | CB ↗ | Chubb Limited | Purchase | Joint | $100,001 - $250,000 | Sep 15, 2021 | 21d |
| Jul 1, 2021 | MDT ↗ | Medtronic plc Ordinary Shares | Purchase | Joint | $15,001 - $50,000 | Sep 15, 2021 | 76d |
| Aug 13, 2021 | MMP ↗ | Magella Midstream partners lp limited pa... | Purchase | Joint | $1,001 - $15,000 | Sep 15, 2021 | 33d |
| Aug 16, 2021 | MMC ↗ | Marsh & McLenna Companies | Purchase | Joint | $100,001 - $250,000 | Sep 15, 2021 | 30d |
| Aug 25, 2021 | TXN ↗ | Texas Instruments Incorporated | Purchase | Joint | $250,001 - $500,000 | Sep 15, 2021 | 21d |
| Aug 9, 2021 | TXN ↗ | Texas Instruments Incorporated | Purchase | Joint | $1,001 - $15,000 | Sep 15, 2021 | 37d |
| Jul 21, 2021 | ADBE ↗ | Adobe Inc | Purchase | Joint | $50,001 - $100,000 | Sep 15, 2021 | 56d |
| Jul 30, 2021 | GOOGL ↗ | Alphabet Inc Class A | Purchase | Joint | $100,001 - $250,000 | Sep 15, 2021 | 47d |
| Jul 30, 2021 | AMZN ↗ | Amazon.com Inc | Purchase | Joint | $50,001 - $100,000 | Sep 15, 2021 | 47d |
| Jul 1, 2021 | BSX ↗ | Boston Scientific Corporation | Purchase | Joint | $100,001 - $250,000 | Sep 15, 2021 | 76d |
| Jul 1, 2021 | EMR ↗ | Emerson Electric Company | Purchase | Joint | $50,001 - $100,000 | Sep 15, 2021 | 76d |
| Jul 8, 2021 | TIP ↗ | iShares TIPS Bond ETF | Purchase | Joint | $1,001 - $15,000 | Sep 15, 2021 | 69d |
| Jul 30, 2021 | NEE ↗ | NextEra Energy Inc | Purchase | Joint | $50,001 - $100,000 | Sep 15, 2021 | 47d |
| Jul 26, 2021 | INRE ↗ | Inland Real estate income Tri I COM | Purchase | Joint | $1,001 - $15,000 | Sep 15, 2021 | 51d |
| Aug 27, 2021 | -- ↗ | Citigroup Global Mkts Hldings MTN 09/01/... | Purchase | Joint | $250,001 - $500,000 | Sep 15, 2021 | 19d |
| Jul 31, 2021 | JPM ↗ | JP Morgan Chase & Co | Purchase | Joint | $1,001 - $15,000 | Sep 15, 2021 | 46d |
| Jan 9, 2020 | -- ↗ | Industrial Property Trust Inc Class A | Sale (Full) | Joint | $100,001 - $250,000 | Jul 30, 2021 | 568d |
| Jun 10, 2021 | MSFT ↗ | Microsoft Inc | Purchase | Joint | $1,001 - $15,000 | Jul 14, 2021 | 34d |
| Jun 25, 2021 | PHX ↗ | Phillips 66 | Purchase | Joint | $15,001 - $50,000 | Jul 14, 2021 | 19d |
| Jun 15, 2021 | NEE ↗ | NextEra Energy Inc | Purchase | Joint | $1,001 - $15,000 | Jul 14, 2021 | 29d |
| Jun 17, 2021 | HD ↗ | Home Depot Inc | Purchase | Joint | $1,001 - $15,000 | Jul 14, 2021 | 27d |
| Jun 28, 2021 | WMB ↗ | Williams Companies Inc | Purchase | Joint | $1,001 - $15,000 | Jul 14, 2021 | 16d |
| Jun 25, 2021 | MSFT ↗ | Microsoft Inc | Purchase | Joint | $100,001 - $250,000 | Jul 14, 2021 | 19d |
| Jun 25, 2021 | MSFT ↗ | Microsoft Inc | Purchase | Joint | $250,001 - $500,000 | Jul 14, 2021 | 19d |
| Jun 25, 2021 | MASI ↗ | Masimo Corporation | Purchase | Joint | $15,001 - $50,000 | Jul 14, 2021 | 19d |
| Jun 25, 2021 | MASI ↗ | Masimo Corporation | Purchase | Joint | $100,001 - $250,000 | Jul 14, 2021 | 19d |
| Jun 10, 2021 | XOM ↗ | Exxon Mobil Corporation | Purchase | Joint | $1,001 - $15,000 | Jul 14, 2021 | 34d |
| Jun 25, 2021 | ACN ↗ | Accenture plc Class A ordinary shares | Purchase | Joint | $100,001 - $250,000 | Jul 14, 2021 | 19d |
| Jun 25, 2021 | ASXC ↗ | Asensus Surgical Inc | Purchase | Joint | $100,001 - $250,000 | Jul 14, 2021 | 19d |
| Jun 25, 2021 | HON ↗ | Honeywell International Inc | Purchase | Joint | $50,001 - $100,000 | Jul 14, 2021 | 19d |
| Jun 25, 2021 | LIN ↗ | Linde plc Ordinary Shares | Purchase | Joint | $100,001 - $250,000 | Jul 14, 2021 | 19d |
| Jun 25, 2021 | JNJ ↗ | Johnson & Johnson | Purchase | Joint | $250,001 - $500,000 | Jul 14, 2021 | 19d |
| Jun 25, 2021 | JPM ↗ | JP Morgan Chase & Co | Purchase | Joint | $250,001 - $500,000 | Jul 14, 2021 | 19d |
| Jun 9, 2021 | PXD ↗ | Pioneer Natural Resources | Purchase | Joint | $500,001 - $1,000,000 | Jul 14, 2021 | 35d |
| Jun 30, 2021 | DVN ↗ | Devon Energy Corporation | Purchase | Joint | $1,001 - $15,000 | Jul 14, 2021 | 14d |
| May 14, 2021 | ACN ↗ | Accenture plc Class A Ordinary Shares | Purchase | Joint | $1,001 - $15,000 | Jun 15, 2021 | 32d |
| May 20, 2021 | BSX ↗ | Boston Scientific Corporation | Purchase | Child | $1,001 - $15,000 | Jun 15, 2021 | 26d |
| May 26, 2021 | OKE ↗ | ONEOK, Inc. | Purchase | Joint | $1,001 - $15,000 | Jun 15, 2021 | 20d |
| May 18, 2021 | NEE ↗ | NextEra Energy, Inc. | Purchase | Joint | $250,001 - $500,000 | Jun 15, 2021 | 28d |
| May 20, 2021 | EMR ↗ | Emerson Electric Company | Purchase | Joint | $250,001 - $500,000 | Jun 15, 2021 | 26d |
| May 20, 2021 | IQV ↗ | IQVIA Holdings, Inc | Purchase | Child | $1,001 - $15,000 | Jun 15, 2021 | 26d |
| May 18, 2021 | IQV ↗ | IQVIA Holdings, Inc | Purchase | Joint | $100,001 - $250,000 | Jun 15, 2021 | 28d |
| May 18, 2021 | ICLR ↗ | ICON plc - Ordinary Shares | Purchase | Joint | $100,001 - $250,000 | Jun 15, 2021 | 28d |
| May 18, 2021 | HON ↗ | Honeywell International Inc. | Purchase | Joint | $250,001 - $500,000 | Jun 15, 2021 | 28d |
| May 18, 2021 | FCX ↗ | Freeport-McMoRan, Inc. | Purchase | Joint | $100,001 - $250,000 | Jun 15, 2021 | 28d |
| May 20, 2021 | EXAS ↗ | Exact Sciences Corporation | Purchase | Joint | $50,001 - $100,000 | Jun 15, 2021 | 26d |
| May 20, 2021 | EXAS ↗ | Exact Sciences Corporation | Purchase | Child | $1,001 - $15,000 | Jun 15, 2021 | 26d |
| May 20, 2021 | AHCO ↗ | AdaptHealth Corp. - Class A | Purchase | Child | $1,001 - $15,000 | Jun 15, 2021 | 26d |
| May 20, 2021 | ADBE ↗ | Adobe Inc. | Purchase | Joint | $250,001 - $500,000 | Jun 15, 2021 | 26d |
| May 17, 2021 | TXN ↗ | Texas Instruments Incorporated | Purchase | Joint | $1,001 - $15,000 | Jun 15, 2021 | 29d |
| May 18, 2021 | VUZI ↗ | Vuzix Corporation | Purchase | Joint | $15,001 - $50,000 | Jun 15, 2021 | 28d |
| May 14, 2021 | MMP ↗ | Magella Midstream Partners L.P. Limited ... | Purchase | Joint | $1,001 - $15,000 | Jun 15, 2021 | 32d |
| May 18, 2021 | ROK ↗ | Rockwell Automation, Inc. | Purchase | Joint | $250,001 - $500,000 | Jun 15, 2021 | 28d |
| May 26, 2021 | PTC ↗ | PTC Inc. | Purchase | Joint | $50,001 - $100,000 | Jun 15, 2021 | 20d |
| May 26, 2021 | PRGS ↗ | Progress Software Corporation | Purchase | Joint | $50,001 - $100,000 | Jun 15, 2021 | 20d |
| May 20, 2021 | MTBC ↗ | CareCloud, Inc. | Purchase | Joint | $15,001 - $50,000 | Jun 15, 2021 | 26d |
| May 20, 2021 | MTBC ↗ | CareCloud, Inc. | Purchase | Child | $1,001 - $15,000 | Jun 15, 2021 | 26d |
| May 20, 2021 | CDNS ↗ | Cadence Design Systems, Inc. | Purchase | Joint | $100,001 - $250,000 | Jun 15, 2021 | 26d |
| May 18, 2021 | ORLY ↗ | O'Reilly Automotive, Inc. | Purchase | Joint | $100,001 - $250,000 | Jun 15, 2021 | 28d |
| May 20, 2021 | VUZI ↗ | Vuzix Corporation | Purchase | Child | $1,001 - $15,000 | Jun 15, 2021 | 26d |
| Apr 19, 2021 | -- ↗ | FS Energy & Power Fund Common | Purchase | Joint | $1,001 - $15,000 | May 17, 2021 | 28d |
| Apr 2, 2021 | FSKR ↗ | FS KKR CAP CORP II COM | Purchase | Joint | $1,001 - $15,000 | May 17, 2021 | 45d |
| Apr 23, 2021 | -- ↗ | JNL/Mellon US Stock MKT Index | Exchange | Joint | $250,001 - $500,000 | May 17, 2021 | 24d |
| Apr 23, 2021 | -- ↗ | JNL/Mellon US Stock MKT Index | Exchange | Joint | $500,001 - $1,000,000 | May 17, 2021 | 24d |
| Apr 30, 2021 | -- ↗ | Morgan Stanley Fin LLC Ser A MTN 05/06/2... | Purchase | Joint | $1,000,001 - $5,000,000 | May 17, 2021 | 17d |
| Mar 10, 2021 | XOM ↗ | Exxon Mobil Corp | Purchase | Joint | $1,001 - $15,000 | Apr 9, 2021 | 30d |
| Mar 11, 2021 | MSFT ↗ | Microsoft Corporation | Purchase | Joint | $1,001 - $15,000 | Apr 9, 2021 | 29d |
| Mar 25, 2021 | HD ↗ | Home Depot Inc | Purchase | Joint | $1,001 - $15,000 | Apr 9, 2021 | 15d |
| Mar 31, 2021 | DVN ↗ | Devon Energy Corporation | Purchase | Joint | $1,001 - $15,000 | Apr 9, 2021 | 9d |
| Mar 29, 2021 | WMB ↗ | Williams Companies Inc | Purchase | Joint | $1,001 - $15,000 | Apr 9, 2021 | 11d |
| Feb 12, 2021 | OKE ↗ | ONEOK | Purchase | Joint | $1,001 - $15,000 | Mar 15, 2021 | 31d |
| Feb 12, 2021 | ACN ↗ | Accenture Plc Class A | Purchase | Joint | $1,001 - $15,000 | Mar 15, 2021 | 31d |
| Feb 12, 2021 | MMP ↗ | Magellan Midstream Partners | Purchase | Joint | $1,001 - $15,000 | Mar 15, 2021 | 31d |
| Feb 8, 2021 | TXN ↗ | Texas Instruments Inc | Purchase | Joint | $1,001 - $15,000 | Mar 15, 2021 | 35d |
| Jan 11, 2021 | AIO ↗ | AllianzGI Artificial Intelligence & Tech... | Purchase | Joint | $1,001 - $15,000 | Feb 17, 2021 | 37d |
| Jan 11, 2021 | FSKR ↗ | FS KRR Capital Corp. II | Purchase | Joint | $1,001 - $15,000 | Feb 17, 2021 | 37d |
| Jan 5, 2021 | -- ↗ | FS Energy & Power Fund | Purchase | Joint | $1,001 - $15,000 | Feb 17, 2021 | 43d |
| Dec 10, 2020 | MSFT ↗ | Microsoft Corporation | Purchase | Joint | $1,001 - $15,000 | Jan 15, 2021 | 36d |
| Dec 17, 2020 | HD ↗ | Home Depot, Inc. | Purchase | Joint | $1,001 - $15,000 | Jan 15, 2021 | 29d |
| Dec 10, 2020 | XOM ↗ | Exxon Mobil Corporation | Purchase | Joint | $1,001 - $15,000 | Jan 15, 2021 | 36d |
| Dec 28, 2020 | WMB ↗ | Williams Companies, Inc. | Purchase | Joint | $1,001 - $15,000 | Jan 15, 2021 | 18d |
| Nov 13, 2020 | ACN ↗ | Accenture plc Class A Ordinary Shares | Purchase | Joint | $1,001 - $15,000 | Dec 14, 2020 | 31d |
| Nov 16, 2020 | TXN ↗ | Texas Instruments Incorporated | Purchase | Joint | $1,001 - $15,000 | Dec 14, 2020 | 28d |
| Nov 13, 2020 | OKE ↗ | ONEOK, Inc. | Purchase | Joint | $1,001 - $15,000 | Dec 14, 2020 | 31d |
| Nov 13, 2020 | MMP ↗ | Magellan Midstream Partners L.P. Limited... | Purchase | Joint | $1,001 - $15,000 | Dec 14, 2020 | 31d |
| Nov 19, 2020 | SU ↗ | Suncor Energy Inc. | Sale (Full) | Joint | $1,001 - $15,000 | Dec 14, 2020 | 25d |
| Nov 3, 2020 | -- ↗ | N1 Liquidating TR | Sale (Full) | Joint | $1,001 - $15,000 | Dec 14, 2020 | 41d |
| Nov 19, 2020 | BDX ↗ | Becton, Dickinson and Company | Sale (Full) | Joint | $1,001 - $15,000 | Dec 14, 2020 | 25d |
| Oct 16, 2020 | JNJ ↗ | Johnson & Johnson | Purchase | Joint | $1,001 - $15,000 | Nov 14, 2020 | 29d |
| Oct 16, 2020 | MMC ↗ | Marsh & McLennan Companies, Inc. | Purchase | Joint | $1,001 - $15,000 | Nov 14, 2020 | 29d |
| Oct 1, 2020 | -- ↗ | FS KKR Capital Corp II | Purchase | Joint | $1,001 - $15,000 | Nov 14, 2020 | 44d |
| Oct 16, 2020 | ITW ↗ | Illinois Tool Works Inc. | Purchase | Joint | $1,001 - $15,000 | Nov 14, 2020 | 29d |
| Oct 16, 2020 | MCD ↗ | McDonald's Corporation | Purchase | Joint | $1,001 - $15,000 | Nov 14, 2020 | 29d |
| Oct 16, 2020 | NEE ↗ | NextEra Energy, Inc. | Purchase | Joint | $1,001 - $15,000 | Nov 14, 2020 | 29d |
| Oct 14, 2020 | -- ↗ | Franklin Square Energy & Power fund | Purchase | Joint | $1,001 - $15,000 | Nov 14, 2020 | 31d |
| Oct 16, 2020 | BA ↗ | Boeing Company | Purchase | Joint | $1,001 - $15,000 | Nov 14, 2020 | 29d |
| Sep 10, 2020 | XOM ↗ | Exxon Mobil Corporation | Purchase | Joint | $1,001 - $15,000 | Oct 15, 2020 | 35d |
| Sep 17, 2020 | HD ↗ | Home Depot, Inc. | Purchase | Joint | $1,001 - $15,000 | Oct 15, 2020 | 28d |
| Sep 10, 2020 | MSFT ↗ | Microsoft Corporation | Purchase | Joint | $1,001 - $15,000 | Oct 15, 2020 | 35d |
| Sep 28, 2020 | WMB ↗ | Williams Companies, Inc. | Purchase | Joint | $1,001 - $15,000 | Oct 15, 2020 | 17d |
| Sep 1, 2020 | -- ↗ | BARCLAYS BANK PLC SER A MTN | Sale (Full) | Joint | $250,001 - $500,000 | Oct 15, 2020 | 44d |
| Sep 18, 2020 | -- ↗ | MORGAN STANLEY FIN LLC SER A MTN | Purchase | Joint | $250,001 - $500,000 | Oct 15, 2020 | 27d |
| Aug 14, 2020 | OKE ↗ | ONEOK, Inc. | Purchase | Joint | $1,001 - $15,000 | Sep 15, 2020 | 32d |
| Aug 17, 2020 | TXN ↗ | Texas Instruments Incorporated | Purchase | Joint | $1,001 - $15,000 | Sep 15, 2020 | 29d |
| Aug 14, 2020 | MMP ↗ | Magellan Midstream Partners L.P. Limited... | Purchase | Joint | $1,001 - $15,000 | Sep 15, 2020 | 32d |
| Aug 14, 2020 | ACN ↗ | Accenture plc Class A Ordinary Shares | Purchase | Joint | $1,001 - $15,000 | Sep 15, 2020 | 32d |
| Jul 27, 2020 | TJX ↗ | TJX Companies, Inc. | Purchase | Joint | $1,001 - $15,000 | Aug 15, 2020 | 19d |
| Jul 27, 2020 | BLK ↗ | BlackRock, Inc. | Purchase | Joint | $1,001 - $15,000 | Aug 15, 2020 | 19d |
| Jul 27, 2020 | TXN ↗ | Texas Instruments Incorporated | Purchase | Joint | $1,001 - $15,000 | Aug 15, 2020 | 19d |
| Jul 27, 2020 | SHW ↗ | Sherwin-Williams Company | Purchase | Joint | $1,001 - $15,000 | Aug 15, 2020 | 19d |
| Jul 27, 2020 | NVS ↗ | Novartis Ag | Purchase | Joint | $1,001 - $15,000 | Aug 15, 2020 | 19d |
| Jul 27, 2020 | CMCSA ↗ | Comcast Corporation - Class A | Purchase | Joint | $1,001 - $15,000 | Aug 15, 2020 | 19d |
| Jul 22, 2020 | CARR ↗ | Carrier Global Corporation | Sale (Full) | Joint | $1,001 - $15,000 | Aug 15, 2020 | 24d |
| Jul 27, 2020 | CB ↗ | Chubb Limited | Purchase | Joint | $1,001 - $15,000 | Aug 15, 2020 | 19d |
| Jul 27, 2020 | KO ↗ | Coca-Cola Company | Purchase | Joint | $1,001 - $15,000 | Aug 15, 2020 | 19d |
| Jul 27, 2020 | AMP ↗ | Ameriprise Financial, Inc. | Purchase | Joint | $1,001 - $15,000 | Aug 15, 2020 | 19d |
| Jul 27, 2020 | ACN ↗ | Accenture plc Class A Ordinary Shares | Purchase | Joint | $1,001 - $15,000 | Aug 15, 2020 | 19d |
| Jul 9, 2020 | -- ↗ | JNL ISHARES TACTICAL GROWTH | Exchange | Joint | $50,001 - $100,000 | Aug 15, 2020 | 37d |
| Jul 27, 2020 | ICE ↗ | Intercontinental Exchange Inc. | Purchase | Joint | $1,001 - $15,000 | Aug 15, 2020 | 19d |
| Jul 27, 2020 | INTC ↗ | Intel Corporation | Purchase | Joint | $1,001 - $15,000 | Aug 15, 2020 | 19d |
| Jul 8, 2020 | -- ↗ | Gb EQ/Ab Dynamic Mod Growth | Exchange | Joint | $100,001 - $250,000 | Aug 15, 2020 | 38d |
| Jul 22, 2020 | XOM ↗ | Exxon Mobil Corporation | Sale (Full) | Joint | $1,001 - $15,000 | Aug 15, 2020 | 24d |
| Jul 27, 2020 | CR ↗ | Crane Co. | Purchase | Joint | $1,001 - $15,000 | Aug 15, 2020 | 19d |
| Jul 27, 2020 | COST ↗ | Costco Wholesale Corporation | Purchase | Joint | $1,001 - $15,000 | Aug 15, 2020 | 19d |
| Jul 27, 2020 | AMZN ↗ | Amazon.com, Inc. | Purchase | Joint | $1,001 - $15,000 | Aug 15, 2020 | 19d |
| Jul 27, 2020 | MMC ↗ | Marsh & McLennan Companies, Inc. | Purchase | Joint | $1,001 - $15,000 | Aug 15, 2020 | 19d |
| Jul 27, 2020 | MDT ↗ | Medtronic plc. Ordinary Shares | Purchase | Joint | $1,001 - $15,000 | Aug 15, 2020 | 19d |
| Jul 27, 2020 | MSFT ↗ | Microsoft Corporation | Purchase | Joint | $1,001 - $15,000 | Aug 15, 2020 | 19d |
| Jul 27, 2020 | MDLZ ↗ | Mondelez International, Inc. - Class A | Purchase | Joint | $1,001 - $15,000 | Aug 15, 2020 | 19d |
| Jul 27, 2020 | NEE ↗ | NextEra Energy, Inc. | Purchase | Joint | $1,001 - $15,000 | Aug 15, 2020 | 19d |
| Jul 27, 2020 | ORLY ↗ | OReilly Automotive, Inc. | Purchase | Joint | $1,001 - $15,000 | Aug 15, 2020 | 19d |
| Jul 22, 2020 | OTIS ↗ | Otis Worldwide Corporation | Sale (Full) | Joint | $1,001 - $15,000 | Aug 15, 2020 | 24d |
| Jul 27, 2020 | PH ↗ | Parker-Hannifin Corporation | Purchase | Joint | $1,001 - $15,000 | Aug 15, 2020 | 19d |
| Jul 27, 2020 | PSX ↗ | Phillips 66 | Purchase | Joint | $1,001 - $15,000 | Aug 15, 2020 | 19d |
| Jul 8, 2020 | -- ↗ | Gb EQ/Moderate Growth Strategy | Exchange | Joint | $250,001 - $500,000 | Aug 15, 2020 | 38d |
| Jul 27, 2020 | HD ↗ | Home Depot, Inc. | Purchase | Joint | $1,001 - $15,000 | Aug 15, 2020 | 19d |
| Jul 27, 2020 | HON ↗ | Honeywell International Inc. | Purchase | Joint | $1,001 - $15,000 | Aug 15, 2020 | 19d |
| Jul 27, 2020 | ICLR ↗ | ICON plc - Ordinary Shares | Purchase | Joint | $1,001 - $15,000 | Aug 15, 2020 | 19d |
| Jul 9, 2020 | -- ↗ | JNL/MC INFO TECH SECTOR | Exchange | Joint | $15,001 - $50,000 | Aug 15, 2020 | 37d |
| Jul 9, 2020 | -- ↗ | JNL/MELLON EQuITY INCOME | Exchange | Joint | $50,001 - $100,000 | Aug 15, 2020 | 37d |
| Jul 9, 2020 | -- ↗ | JNL/MELLON NASDAQ 100 INDEX | Exchange | Joint | $50,001 - $100,000 | Aug 15, 2020 | 37d |
| Jul 9, 2020 | -- ↗ | JNL/MELLON S&P 400 MIDCAP INDEX | Exchange | Joint | $50,001 - $100,000 | Aug 15, 2020 | 37d |
| Jul 9, 2020 | -- ↗ | JNL/PIMCO INVESTMENT GRADE CREDIT BOND | Exchange | Joint | $15,001 - $50,000 | Aug 15, 2020 | 37d |
| Jul 27, 2020 | JNJ ↗ | Johnson & Johnson | Purchase | Joint | $1,001 - $15,000 | Aug 15, 2020 | 19d |
| Jul 27, 2020 | JPM ↗ | JP Morgan Chase & Co. | Purchase | Joint | $1,001 - $15,000 | Aug 15, 2020 | 19d |
| Jul 27, 2020 | LMT ↗ | Lockheed Martin Corporation | Purchase | Joint | $1,001 - $15,000 | Aug 15, 2020 | 19d |
| Jul 27, 2020 | LOW ↗ | Lowes Companies, Inc. | Purchase | Joint | $1,001 - $15,000 | Aug 15, 2020 | 19d |
| Jul 27, 2020 | SU ↗ | Suncor Energy Inc. | Purchase | Joint | $1,001 - $15,000 | Aug 15, 2020 | 19d |
| Jul 9, 2020 | -- ↗ | JNL/JPMORGAN HEDGED EQUITY | Exchange | Joint | $15,001 - $50,000 | Aug 15, 2020 | 37d |
| Jul 9, 2020 | -- ↗ | JNL/GS DIVIDEND INC & GR | Exchange | Joint | $50,001 - $100,000 | Aug 15, 2020 | 37d |
| Jul 22, 2020 | ICE ↗ | Intercontinental Exchange Inc. | Sale (Full) | Joint | $1,001 - $15,000 | Aug 15, 2020 | 24d |
| Jul 27, 2020 | V ↗ | Visa Inc. | Purchase | Joint | $1,001 - $15,000 | Aug 15, 2020 | 19d |
| Jul 27, 2020 | CRM ↗ | Salesforce.com Inc | Purchase | Joint | $1,001 - $15,000 | Aug 15, 2020 | 19d |
| Jul 27, 2020 | ROK ↗ | Rockwell Automation, Inc. | Purchase | Joint | $1,001 - $15,000 | Aug 15, 2020 | 19d |
| Jul 27, 2020 | RSG ↗ | Republic Services, Inc. | Purchase | Joint | $1,001 - $15,000 | Aug 15, 2020 | 19d |
| Jul 27, 2020 | RTX ↗ | Raytheon Technologies Corporation | Purchase | Joint | $1,001 - $15,000 | Aug 15, 2020 | 19d |
| Jul 27, 2020 | PG ↗ | Procter & Gamble Company | Purchase | Joint | $1,001 - $15,000 | Aug 15, 2020 | 19d |
| Jul 9, 2020 | -- ↗ | JNL/FR TEMP GLBLMULTIBOND | Exchange | Joint | $15,001 - $50,000 | Aug 15, 2020 | 37d |
| Jul 9, 2020 | -- ↗ | JNL/FIRST STATE GLObAL INFRASTRuCTuRE | Exchange | Joint | $15,001 - $50,000 | Aug 15, 2020 | 37d |
| Jul 27, 2020 | EXAS ↗ | Exact Sciences Corporation | Purchase | Joint | $1,001 - $15,000 | Aug 15, 2020 | 19d |
| Jul 27, 2020 | DG ↗ | Dollar General Corporation | Purchase | Joint | $1,001 - $15,000 | Aug 15, 2020 | 19d |
| Jul 27, 2020 | VFC ↗ | V.F. Corporation | Purchase | Joint | $1,001 - $15,000 | Aug 15, 2020 | 19d |
| Jun 11, 2020 | -- ↗ | JNL/MELLON S&P 400 MIDCAP INDEX | Purchase | Joint | $100,001 - $250,000 | Jul 20, 2020 | 39d |
| Jun 11, 2020 | -- ↗ | JNL/MELLON EQUITY INCOME | Purchase | Joint | $100,001 - $250,000 | Jul 20, 2020 | 39d |
| Jun 11, 2020 | -- ↗ | JNL/MELLON NASDAQ 100 INDEX | Purchase | Joint | $100,001 - $250,000 | Jul 20, 2020 | 39d |
| Jun 11, 2020 | -- ↗ | JNL/PIMCO INVESTMENT GRADE CREDIT BOND | Purchase | Joint | $50,001 - $100,000 | Jul 20, 2020 | 39d |
| Jun 9, 2020 | -- ↗ | AST ACADEMIC STRATEGIES ASSET ALLOC PORT | Exchange | Joint | $250,001 - $500,000 | Jul 20, 2020 | 41d |
| Jun 9, 2020 | -- ↗ | AST BLACKROCK GLOBAL STRATEGIES PORT | Exchange | Joint | $250,001 - $500,000 | Jul 20, 2020 | 41d |
| Jun 11, 2020 | -- ↗ | JNL/JPMORGAN HEDGED EQUITY | Purchase | Joint | $50,001 - $100,000 | Jul 20, 2020 | 39d |
| Jun 9, 2020 | -- ↗ | AST GOLDMAN SACHS MULTI- ASSET | Exchange | Joint | $250,001 - $500,000 | Jul 20, 2020 | 41d |
| Jun 11, 2020 | -- ↗ | JNL ISHARES TACTICAL GROWTH | Purchase | Joint | $100,001 - $250,000 | Jul 20, 2020 | 39d |
| Jun 9, 2020 | -- ↗ | AST PRUDENTIAL GROWTH ALLOCATION | Exchange | Joint | $250,001 - $500,000 | Jul 20, 2020 | 41d |
| Jun 11, 2020 | -- ↗ | JNL/FIRST STATE GLOBAL INFRASTRUCTURE | Purchase | Joint | $50,001 - $100,000 | Jul 20, 2020 | 39d |
| Jun 11, 2020 | -- ↗ | JNL/FRANKLIN TEMP GLBLMULTIBOND | Purchase | Joint | $50,001 - $100,000 | Jul 20, 2020 | 39d |
| Jun 11, 2020 | -- ↗ | JNL/GS DIVIDEND INC & GR | Purchase | Joint | $100,001 - $250,000 | Jul 20, 2020 | 39d |
| Jun 11, 2020 | -- ↗ | JNL/MC INFO TECH SECTOR | Purchase | Joint | $50,001 - $100,000 | Jul 20, 2020 | 39d |
| Jun 29, 2020 | WMB ↗ | Williams Companies, Inc. | Purchase | Joint | $1,001 - $15,000 | Jul 20, 2020 | 21d |
| Jun 11, 2020 | MSFT ↗ | Microsoft Corporation | Purchase | Joint | $1,001 - $15,000 | Jul 20, 2020 | 39d |
| Jun 10, 2020 | XOM ↗ | Exxon Mobil Corporation | Purchase | Joint | $1,001 - $15,000 | Jul 20, 2020 | 40d |
| May 14, 2020 | OKE ↗ | ONEOK, Inc. | Purchase | Joint | $1,001 - $15,000 | Jun 16, 2020 | 33d |
| May 18, 2020 | TXN ↗ | Texas Instruments Incorporated | Purchase | Joint | $1,001 - $15,000 | Jun 16, 2020 | 29d |
| May 15, 2020 | ACN ↗ | Accenture plc Class A Ordinary Shares | Purchase | Joint | $1,001 - $15,000 | Jun 16, 2020 | 32d |
| May 15, 2020 | MMP ↗ | Magellan Midstream Partners L.P. Limited... | Purchase | Joint | $1,001 - $15,000 | Jun 16, 2020 | 32d |
| Apr 9, 2020 | ADBE ↗ | Adobe Inc. | Purchase | Joint | $1,001 - $15,000 | May 15, 2020 | 36d |
| Apr 9, 2020 | AMT ↗ | American Tower Corporation | Purchase | Joint | $1,001 - $15,000 | May 15, 2020 | 36d |
| Apr 24, 2020 | -- ↗ | JNL/JPMORGAN Hedged Equity | Purchase | Joint | $50,001 - $100,000 | May 15, 2020 | 21d |
| Apr 24, 2020 | -- ↗ | JNL/FAMCO Flex Core Covered | Sale (Full) | Joint | $50,001 - $100,000 | May 15, 2020 | 21d |
| Apr 9, 2020 | MSFT ↗ | Microsoft Corporation | Purchase | Joint | $1,001 - $15,000 | May 15, 2020 | 36d |
| Apr 9, 2020 | BDX ↗ | Becton, Dickinson and Company | Purchase | Joint | $1,001 - $15,000 | May 15, 2020 | 36d |
| Apr 9, 2020 | BA ↗ | Boeing Company | Purchase | Joint | $1,001 - $15,000 | May 15, 2020 | 36d |
| Apr 9, 2020 | DHR ↗ | Danaher Corporation | Purchase | Joint | $1,001 - $15,000 | May 15, 2020 | 36d |
| Apr 9, 2020 | ECL ↗ | Ecolab Inc. | Purchase | Joint | $1,001 - $15,000 | May 15, 2020 | 36d |
| Apr 9, 2020 | LIN ↗ | Linde plc Ordinary Share | Purchase | Joint | $1,001 - $15,000 | May 15, 2020 | 36d |
| Feb 24, 2020 | -- ↗ | JNL/JPMORGAN Hedged Equity | Purchase | Joint | $50,001 - $100,000 | May 15, 2020 | 81d |
| Apr 24, 2020 | -- ↗ | JNL/FAMCO Flex Core Coverd | Sale (Full) | Joint | $50,001 - $100,000 | May 15, 2020 | 21d |
| Apr 9, 2020 | TMO ↗ | Thermo Fisher Scientific Inc | Purchase | Joint | $1,001 - $15,000 | May 15, 2020 | 36d |
| Mar 26, 2020 | WPX ↗ | WPX Energy, Inc. | Purchase | Joint | $100,001 - $250,000 | Apr 16, 2020 | 21d |
| Mar 26, 2020 | ACN ↗ | Accenture plc Class A Ordinary Shares | Purchase | Joint | $100,001 - $250,000 | Apr 16, 2020 | 21d |
| Mar 26, 2020 | WPX ↗ | WPX Energy, Inc. | Purchase | Joint | $15,001 - $50,000 | Apr 16, 2020 | 21d |
| Mar 26, 2020 | AMZN ↗ | Amazon.com, Inc. | Purchase | Joint | $100,001 - $250,000 | Apr 16, 2020 | 21d |
| Mar 26, 2020 | WMB ↗ | Williams Companies, Inc. | Purchase | Joint | $100,001 - $250,000 | Apr 16, 2020 | 21d |
| Mar 27, 2020 | WMB ↗ | Williams Companies, Inc. | Purchase | Joint | $15,001 - $50,000 | Apr 16, 2020 | 20d |
| Mar 26, 2020 | TXN ↗ | Texas Instruments Incorporated | Purchase | Joint | $100,001 - $250,000 | Apr 16, 2020 | 21d |
| Mar 26, 2020 | OKE ↗ | ONEOK, Inc. | Purchase | Joint | $15,001 - $50,000 | Apr 16, 2020 | 21d |
| Mar 26, 2020 | -- ↗ | MORGAN STANLEY FIN LLC MTN ZERO CPN | Purchase | Joint | $100,001 - $250,000 | Apr 16, 2020 | 21d |
| Mar 26, 2020 | MSFT ↗ | Microsoft Corporation | Purchase | Joint | $250,001 - $500,000 | Apr 16, 2020 | 21d |
| Mar 26, 2020 | MMP ↗ | Magellan Midstream Partners L.P. Limited... | Purchase | Joint | $15,001 - $50,000 | Apr 16, 2020 | 21d |
| Mar 26, 2020 | MMP ↗ | Magellan Midstream Partners L.P. Limited... | Purchase | Joint | $100,001 - $250,000 | Apr 16, 2020 | 21d |
| Mar 26, 2020 | HD ↗ | Home Depot, Inc. | Purchase | Joint | $100,001 - $250,000 | Apr 16, 2020 | 21d |
| Feb 14, 2020 | OKE ↗ | ONEOK, Inc. | Purchase | Joint | $1,001 - $15,000 | Mar 17, 2020 | 32d |
| Feb 27, 2020 | NGL ↗ | Ngl ENERGY PARTNERS LP Common Units Repr... | Sale (Full) | Self | $15,001 - $50,000 | Mar 17, 2020 | 19d |
| Feb 27, 2020 | BBBY ↗ | Bed bath & Beyond Inc. | Sale (Full) | Self | $1,001 - $15,000 | Mar 17, 2020 | 19d |
| Feb 14, 2020 | EL ↗ | Estee Lauder Companies, Inc. | Purchase | Joint | $1,001 - $15,000 | Mar 17, 2020 | 32d |
| Feb 27, 2020 | WBA ↗ | Walgreens Boots Alliance, Inc. | Sale (Full) | Self | $1,001 - $15,000 | Mar 17, 2020 | 19d |
| Feb 14, 2020 | QSY ↗ | WisdomTree U.S. Quality Shareholder Yiel... | Purchase | Joint | $1,001 - $15,000 | Mar 17, 2020 | 32d |
| Feb 14, 2020 | NGL ↗ | Ngl ENERGY PARTNERS LP Common Units Repr... | Purchase | Self | $1,001 - $15,000 | Mar 17, 2020 | 32d |
| Feb 4, 2020 | -- ↗ | Fs Energy and Power Fund | Purchase | Joint | $1,001 - $15,000 | Mar 17, 2020 | 42d |
| Feb 14, 2020 | ICE ↗ | Intercontinental Exchange Inc. | Purchase | Joint | $1,001 - $15,000 | Mar 17, 2020 | 32d |
| Feb 14, 2020 | MDLZ ↗ | Mondelez International, Inc. - Class A | Purchase | Joint | $1,001 - $15,000 | Mar 17, 2020 | 32d |
| Feb 27, 2020 | FTSM ↗ | First Trust Enhanced Short Maturity ETF | Purchase | Self | $100,001 - $250,000 | Mar 17, 2020 | 19d |
| Jan 9, 2020 | -- ↗ | Industrrial Property Trust Inc Class A | Sale (Full) | Joint | $25,000,001 - $50,000,000 | Feb 15, 2020 | 37d |
| Jan 3, 2020 | -- ↗ | Inland Real Estate Income Tr Inc Com | Purchase | Joint | $1,001 - $15,000 | Feb 15, 2020 | 43d |
| Jan 6, 2020 | -- ↗ | FS Energy & Power Fund Com | Purchase | Joint | $1,001 - $15,000 | Feb 15, 2020 | 40d |
| Dec 3, 2019 | -- ↗ | FS Energy and Power Fund Com | Purchase | Joint | $1,001 - $15,000 | Jan 14, 2020 | 42d |
| Dec 4, 2019 | CLNC ↗ | Colony Credit Real Estate, Inc. Class A | Sale (Full) | Joint | $100,001 - $250,000 | Jan 14, 2020 | 41d |
| Dec 3, 2019 | -- ↗ | FS Investment Corp II Com | Purchase | Joint | $1,001 - $15,000 | Jan 14, 2020 | 42d |
| Dec 4, 2019 | FSK ↗ | FS KKR Capital Corp. | Sale (Full) | Joint | $100,001 - $250,000 | Jan 14, 2020 | 41d |
| Dec 4, 2019 | SLB ↗ | Schlumberger N.V. | Sale (Full) | Joint | $15,001 - $50,000 | Jan 14, 2020 | 41d |
| Nov 7, 2019 | ADBE ↗ | Adobe Inc. | Purchase | Joint | $1,001 - $15,000 | Dec 15, 2019 | 38d |
| Nov 7, 2019 | DHR ↗ | Danaher Corporation | Purchase | Joint | $1,001 - $15,000 | Dec 15, 2019 | 38d |
| Nov 4, 2019 | N/A | Fs Energy & Power Fund Common | Purchase | Joint | $1,001 - $15,000 | Dec 15, 2019 | 41d |
| Nov 7, 2019 | COST ↗ | Costco Wholesale Corporation | Purchase | Joint | $1,001 - $15,000 | Dec 15, 2019 | 38d |
| Nov 7, 2019 | AMZN ↗ | Amazon.com, Inc. | Purchase | Joint | $1,001 - $15,000 | Dec 15, 2019 | 38d |
| Nov 12, 2019 | CLNC ↗ | Colony Credit Real Estate, Inc. Class A | Purchase | Joint | $1,001 - $15,000 | Dec 15, 2019 | 33d |
| Oct 15, 2019 | KO ↗ | Coca-Cola Company | Purchase | Joint | $1,001 - $15,000 | Nov 14, 2019 | 30d |
| Oct 15, 2019 | CVX ↗ | Chevron Corporation | Purchase | Joint | $1,001 - $15,000 | Nov 14, 2019 | 30d |
| Oct 15, 2019 | BLK ↗ | blackRock, Inc. | Purchase | Joint | $1,001 - $15,000 | Nov 14, 2019 | 30d |
| Oct 15, 2019 | CL ↗ | Colgate-Palmolive Company | Purchase | Joint | $1,001 - $15,000 | Nov 14, 2019 | 30d |
| Oct 15, 2019 | CB ↗ | Chubb limited | Purchase | Joint | $1,001 - $15,000 | Nov 14, 2019 | 30d |
| Oct 15, 2019 | ACN ↗ | accenture plc Class a ordinary shares | Purchase | Joint | $1,001 - $15,000 | Nov 14, 2019 | 30d |
| Sep 5, 2019 | N/A | Fs Investment Corp II Com | Purchase | Joint | $1,001 - $15,000 | Oct 15, 2019 | 40d |
| Sep 5, 2019 | N/A | strategic storage Trust IV Inc CL T | Purchase | Joint | $500,001 - $1,000,000 | Oct 15, 2019 | 40d |
| Sep 10, 2019 | CLNC ↗ | Colony Credit Real Estate, Inc. Class a | Purchase | Joint | $1,001 - $15,000 | Oct 15, 2019 | 35d |
| Sep 5, 2019 | N/A | Fs Energy & Power Fund | Purchase | Joint | $1,001 - $15,000 | Oct 15, 2019 | 40d |
| Aug 7, 2019 | KO ↗ | Coca-Cola Company | Purchase | Joint | $15,001 - $50,000 | Sep 16, 2019 | 40d |
| Aug 9, 2019 | CLNC ↗ | Colony Credit Real Estate, Inc. Class A | Purchase | Joint | $1,001 - $15,000 | Sep 16, 2019 | 38d |
| Aug 7, 2019 | CL ↗ | Colgate-Palmolive Company | Purchase | Joint | $15,001 - $50,000 | Sep 16, 2019 | 40d |
| Aug 7, 2019 | CB ↗ | Chubb limited | Purchase | Joint | $15,001 - $50,000 | Sep 16, 2019 | 40d |
| Aug 22, 2019 | N/A | barclays bank MTN 06747NDu5 | Purchase | Joint | $250,001 - $500,000 | Sep 16, 2019 | 25d |
| Jul 10, 2019 | CLNC ↗ | Colony Credit Real Estate, Inc. Class a | Purchase | Joint | $1,001 - $15,000 | Aug 15, 2019 | 36d |
| Jul 2, 2019 | N/A | Fs Investment Corp II Com | Purchase | Joint | $1,001 - $15,000 | Aug 15, 2019 | 44d |
| Jul 1, 2019 | N/A | Inland Real Estate Income Tr Com | Purchase | Joint | $1,001 - $15,000 | Aug 15, 2019 | 45d |
| Jul 2, 2019 | N/A | Fs Energy & Power | Purchase | Joint | $1,001 - $15,000 | Aug 15, 2019 | 44d |
| Jul 2, 2019 | FSK ↗ | Fs KKR Capital Corp. | Purchase | Joint | $1,001 - $15,000 | Aug 15, 2019 | 44d |
| Jun 4, 2019 | N/A | Fs Energy & Power Com | Purchase | Joint | $1,001 - $15,000 | Jul 18, 2019 | 44d |
| Jun 4, 2019 | N/A | Fs Investment Corp II Com | Purchase | Joint | $1,001 - $15,000 | Jul 18, 2019 | 44d |
| Jun 10, 2019 | CLNC ↗ | Colony Credit Real Estate, Inc. Class a | Purchase | Joint | $1,001 - $15,000 | Jul 18, 2019 | 38d |
| May 2, 2019 | N/A | Fs Energy & Power Fund Com | Purchase | Joint | $1,001 - $15,000 | Jun 17, 2019 | 46d |
| May 2, 2019 | N/A | Fs Investment Corp II Com | Purchase | Joint | $1,001 - $15,000 | Jun 17, 2019 | 46d |
| May 15, 2019 | NGL ↗ | Ngl ENERgY PARTNERs lP Common units repr... | Purchase | Self | $1,001 - $15,000 | Jun 17, 2019 | 33d |
| May 10, 2019 | CLNC ↗ | Colony Credit Real Estate, Inc. Class A | Purchase | Joint | $1,001 - $15,000 | Jun 17, 2019 | 38d |
| Apr 2, 2019 | N/A | Fs Energy & Power Fund | Purchase | Joint | $1,001 - $15,000 | May 16, 2019 | 44d |
| Apr 2, 2019 | N/A | Fs Investment Corp II Com | Purchase | Joint | $1,001 - $15,000 | May 16, 2019 | 44d |
| Apr 1, 2019 | N/A | Inland Real Estate Income | Purchase | Joint | $1,001 - $15,000 | May 16, 2019 | 45d |
| Apr 2, 2019 | FSK ↗ | Fs KKR Capital Corp. | Purchase | Joint | $1,001 - $15,000 | May 16, 2019 | 44d |
| Apr 10, 2019 | CLNC ↗ | Colony Credit Real Estate, Inc. Class a | Purchase | Joint | $1,001 - $15,000 | May 16, 2019 | 36d |
| Mar 11, 2019 | CLNC ↗ | Colony Credit Real Estate, Inc. Class a | Purchase | Joint | $1,001 - $15,000 | Apr 11, 2019 | 31d |
| Mar 4, 2019 | N/A | Fs Energy & Power Fund | Purchase | Joint | $1,001 - $15,000 | Apr 11, 2019 | 38d |
| Mar 4, 2019 | N/A | Fs Investment Corp II Com | Purchase | Joint | $1,001 - $15,000 | Apr 11, 2019 | 38d |
| Feb 5, 2019 | N/A | Fs Energy & Power Fund Common | Purchase | Joint | $1,001 - $15,000 | Mar 12, 2019 | 35d |
| Feb 5, 2019 | N/A | Fs Investment Corp II Com | Purchase | Joint | $1,001 - $15,000 | Mar 12, 2019 | 35d |
| Feb 11, 2019 | CLNC ↗ | Colony Credit Real Estate, Inc. Class a | Purchase | Joint | $1,001 - $15,000 | Mar 12, 2019 | 29d |
| Jan 3, 2019 | N/A | Fs ENERgY & POWER FuND COMMON100% Intere... | Purchase | Joint | $1,001 - $15,000 | Feb 15, 2019 | 43d |
| Jan 23, 2019 | N/A | JNL/FAMCO Flex Core Covered Call | Purchase | Joint | $1,001 - $15,000 | Feb 15, 2019 | 23d |
| Jan 23, 2019 | N/A | JNL ishares Tactical growth | Purchase | Joint | $1,001 - $15,000 | Feb 15, 2019 | 23d |
| Jan 3, 2019 | N/A | INLAND REAL EsTATE INCOME TR INC COM100%... | Purchase | Joint | $1,001 - $15,000 | Feb 15, 2019 | 43d |
| Jan 10, 2019 | N/A | COLONY CR REAL EsTATE INC COM CL A100% I... | Purchase | Joint | $1,001 - $15,000 | Feb 15, 2019 | 36d |
| Jan 3, 2019 | N/A | Fs INVT CORP II COM100% Interest | Purchase | Joint | $1,001 - $15,000 | Feb 15, 2019 | 43d |
| Dec 20, 2018 | CCT ↗ | Corporate Capital Trust, Inc. | Exchange | Joint | $100,001 - $250,000 | Jan 15, 2019 | 26d |
| Dec 4, 2018 | N/A | Fs ENERgY aND PoWER FUND | Purchase | Joint | $1,001 - $15,000 | Jan 15, 2019 | 42d |
| Dec 10, 2018 | CLNC ↗ | Colony Credit Real Estate, Inc. Class a | Purchase | Joint | $1,001 - $15,000 | Jan 15, 2019 | 36d |
| Jan 3, 2019 | N/A | Fs ENERgY aND PoWER FUND, 100% Interest | Purchase | Joint | $1,001 - $15,000 | Jan 15, 2019 | 12d |
| Dec 4, 2018 | N/A | Fs INVEsTMENT CoRPoRaTIoN | Purchase | Joint | $1,001 - $15,000 | Jan 15, 2019 | 42d |
Showing 501 to 903 out of 903 results