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 |
|---|---|---|---|---|---|---|---|
| Aug 24, 2026 | N/A | CANADIAN CNTY OKLA EDL FACS AUTH EDL 3.0... | Purchase | Joint | $100,001 - $250,000 | Sep 2, 2026 | 9d |
| Aug 13, 2026 | BA ↗ | Boeing Company | Sale (Full) | Joint | $1,001 - $15,000 | Sep 2, 2026 | 20d |
| Aug 24, 2026 | MRSH ↗ | Marsh Common Stock | Sale (Full) | Joint | $1,001 - $15,000 | Sep 2, 2026 | 9d |
| Aug 18, 2026 | KMB ↗ | Kimberly-Clark Corporation - Common Stoc... | Sale (Full) | Self | $1,001 - $15,000 | Sep 2, 2026 | 15d |
| Aug 19, 2026 | CL ↗ | Colgate-Palmolive Company Common Stock | Sale (Full) | Joint | $1,001 - $15,000 | Sep 2, 2026 | 14d |
| Aug 24, 2026 | LOW ↗ | Lowe's Companies, Inc. Common Stock | Sale (Full) | Joint | $1,001 - $15,000 | Sep 2, 2026 | 9d |
| Aug 14, 2026 | CARR ↗ | Carrier Global Corporation Common Stock | Sale (Full) | Joint | $1,001 - $15,000 | Sep 2, 2026 | 19d |
| Aug 13, 2026 | BA ↗ | Boeing Company | Sale (Full) | Joint | $15,001 - $50,000 | Sep 2, 2026 | 20d |
| Aug 14, 2026 | ICLR ↗ | ICON Plc - Ordinary Shares | Sale (Partial) | Joint | $15,001 - $50,000 | Sep 2, 2026 | 19d |
| Aug 5, 2026 | PG ↗ | Procter & Gamble Company | Sale (Full) | Joint | $1,001 - $15,000 | Sep 2, 2026 | 28d |
| Aug 10, 2026 | OTIS ↗ | Otis Worldwide Corporation Common Stock | Sale (Full) | Joint | $1,001 - $15,000 | Sep 2, 2026 | 23d |
| Aug 13, 2026 | GAP ↗ | Gap, Inc. | Sale (Full) | Self | $1,001 - $15,000 | Sep 2, 2026 | 20d |
| Aug 24, 2026 | HD ↗ | Home Depot, Inc. | Sale (Partial) | Joint | $50,001 - $100,000 | Sep 2, 2026 | 9d |
| Aug 19, 2026 | HONA ↗ | Honeywell Aerospace Inc. - Common Stock | Sale (Full) | Joint | $15,001 - $50,000 | Sep 2, 2026 | 14d |
| Aug 13, 2026 | HRL ↗ | Hormel Foods Corporation Common Stock | Sale (Full) | Self | $1,001 - $15,000 | Sep 2, 2026 | 20d |
| Aug 13, 2026 | NKE ↗ | Nike, Inc. Common Stock | Sale (Partial) | Self | $1,001 - $15,000 | Sep 2, 2026 | 20d |
| Aug 21, 2026 | MSFT ↗ | Microsoft Corporation - Common Stock | Sale (Partial) | Joint | $15,001 - $50,000 | Sep 2, 2026 | 12d |
| Aug 24, 2026 | MDT ↗ | Medtronic Plc. Ordinary Shares | Sale (Full) | Joint | $15,001 - $50,000 | Sep 2, 2026 | 9d |
| Aug 14, 2026 | VLTO ↗ | Veralto Corp Common Stock | Sale (Partial) | Joint | $1,001 - $15,000 | Sep 2, 2026 | 19d |
| Aug 13, 2026 | WAT ↗ | Waters Corporation Common Stock | Sale (Full) | Joint | $1,001 - $15,000 | Sep 2, 2026 | 20d |
| Aug 18, 2026 | BIIB ↗ | Biogen Inc. - Common Stock | Sale (Full) | Self | $1,001 - $15,000 | Sep 2, 2026 | 15d |
| Aug 24, 2026 | PG ↗ | Procter & Gamble Company | Sale (Full) | Joint | $50,001 - $100,000 | Sep 2, 2026 | 9d |
| Aug 5, 2026 | SOLS ↗ | Solstice Advanced Materials Inc. - Commo... | Sale (Full) | Joint | $1,001 - $15,000 | Sep 2, 2026 | 28d |
| Aug 10, 2026 | VLTO ↗ | Veralto Corp Common Stock | Sale (Full) | Joint | $1,001 - $15,000 | Sep 2, 2026 | 23d |
| Aug 21, 2026 | VLTO ↗ | Veralto Corp Common Stock | Sale (Full) | Joint | $1,001 - $15,000 | Sep 2, 2026 | 12d |
| Aug 10, 2026 | DIS ↗ | Walt Disney Company | Sale (Full) | Joint | $15,001 - $50,000 | Sep 2, 2026 | 23d |
| Aug 14, 2026 | ADBE ↗ | Adobe Inc. - Common Stock | Sale (Partial) | Joint | $15,001 - $50,000 | Sep 2, 2026 | 19d |
| Aug 5, 2026 | ALC ↗ | Alcon Inc. Ordinary Shares | Sale (Full) | Self | $1,001 - $15,000 | Sep 2, 2026 | 28d |
| Aug 18, 2026 | BUD ↗ | Anheuser-Busch Inbev SA Sponsored ADR | Sale (Full) | Self | $1,001 - $15,000 | Sep 2, 2026 | 15d |
| Aug 18, 2026 | CL ↗ | Colgate-Palmolive Company Common Stock | Sale (Full) | Joint | $1,001 - $15,000 | Sep 2, 2026 | 15d |
| Aug 13, 2026 | ADBE ↗ | Adobe Inc. - Common Stock | Sale (Partial) | Joint | $15,001 - $50,000 | Sep 2, 2026 | 20d |
| Aug 13, 2026 | CARR ↗ | Carrier Global Corporation Common Stock | Sale (Full) | Joint | $1,001 - $15,000 | Sep 2, 2026 | 20d |
| Aug 9, 2026 | VLTO ↗ | Veralto Corp Common Stock | Sale (Full) | Joint | $1,001 - $15,000 | Sep 2, 2026 | 24d |
| Aug 4, 2026 | SOLS ↗ | Solstice Advanced Materials Inc. - Commo... | Sale (Full) | Joint | $1,001 - $15,000 | Sep 2, 2026 | 29d |
| Aug 23, 2026 | PG ↗ | Procter & Gamble Company | Sale (Full) | Joint | $50,001 - $100,000 | Sep 2, 2026 | 10d |
| Aug 4, 2026 | PG ↗ | Procter & Gamble Company | Sale (Full) | Joint | $1,001 - $15,000 | Sep 2, 2026 | 29d |
| Aug 12, 2026 | GAP ↗ | Gap, Inc. | Sale (Full) | Self | $1,001 - $15,000 | Sep 2, 2026 | 21d |
| Aug 13, 2026 | ICLR ↗ | ICON Plc - Ordinary Shares | Sale (Partial) | Joint | $15,001 - $50,000 | Sep 2, 2026 | 20d |
| Aug 23, 2026 | N/A | CANADIAN CNTY OKLA EDL FACS AUTH EDL 3.0... | Purchase | Joint | $100,001 - $250,000 | Sep 2, 2026 | 10d |
| Aug 12, 2026 | BA ↗ | Boeing Company | Sale (Full) | Joint | $1,001 - $15,000 | Sep 2, 2026 | 21d |
| Aug 17, 2026 | BIIB ↗ | Biogen Inc. - Common Stock | Sale (Full) | Self | $1,001 - $15,000 | Sep 2, 2026 | 16d |
| Aug 17, 2026 | BUD ↗ | Anheuser-Busch Inbev SA Sponsored ADR | Sale (Full) | Self | $1,001 - $15,000 | Sep 2, 2026 | 16d |
| Aug 4, 2026 | ALC ↗ | Alcon Inc. Ordinary Shares | Sale (Full) | Self | $1,001 - $15,000 | Sep 2, 2026 | 29d |
| Aug 23, 2026 | MRSH ↗ | Marsh Common Stock | Sale (Full) | Joint | $1,001 - $15,000 | Sep 2, 2026 | 10d |
| Aug 12, 2026 | WAT ↗ | Waters Corporation Common Stock | Sale (Full) | Joint | $1,001 - $15,000 | Sep 2, 2026 | 21d |
| Aug 23, 2026 | LOW ↗ | Lowe's Companies, Inc. Common Stock | Sale (Full) | Joint | $1,001 - $15,000 | Sep 2, 2026 | 10d |
| Aug 9, 2026 | DIS ↗ | Walt Disney Company | Sale (Full) | Joint | $15,001 - $50,000 | Sep 2, 2026 | 24d |
| Aug 13, 2026 | VLTO ↗ | Veralto Corp Common Stock | Sale (Partial) | Joint | $1,001 - $15,000 | Sep 2, 2026 | 20d |
| Aug 20, 2026 | VLTO ↗ | Veralto Corp Common Stock | Sale (Full) | Joint | $1,001 - $15,000 | Sep 2, 2026 | 13d |
| Aug 17, 2026 | KMB ↗ | Kimberly-Clark Corporation - Common Stoc... | Sale (Full) | Self | $1,001 - $15,000 | Sep 2, 2026 | 16d |
| Aug 23, 2026 | HD ↗ | Home Depot, Inc. | Sale (Partial) | Joint | $50,001 - $100,000 | Sep 2, 2026 | 10d |
| Aug 18, 2026 | HONA ↗ | Honeywell Aerospace Inc. - Common Stock | Sale (Full) | Joint | $15,001 - $50,000 | Sep 2, 2026 | 15d |
| Aug 12, 2026 | HRL ↗ | Hormel Foods Corporation Common Stock | Sale (Full) | Self | $1,001 - $15,000 | Sep 2, 2026 | 21d |
| Aug 23, 2026 | MDT ↗ | Medtronic Plc. Ordinary Shares | Sale (Full) | Joint | $15,001 - $50,000 | Sep 2, 2026 | 10d |
| Aug 20, 2026 | MSFT ↗ | Microsoft Corporation - Common Stock | Sale (Partial) | Joint | $15,001 - $50,000 | Sep 2, 2026 | 13d |
| Aug 12, 2026 | NKE ↗ | Nike, Inc. Common Stock | Sale (Partial) | Self | $1,001 - $15,000 | Sep 2, 2026 | 21d |
| Aug 9, 2026 | OTIS ↗ | Otis Worldwide Corporation Common Stock | Sale (Full) | Joint | $1,001 - $15,000 | Sep 2, 2026 | 24d |
| Aug 12, 2026 | BA ↗ | Boeing Company | Sale (Full) | Joint | $15,001 - $50,000 | Sep 2, 2026 | 21d |
| Aug 24, 2026 | HD ↗ | The Home Depot Inc | Sale | Joint | $50,001 - $100,000 | Sep 2, 2026 | 9d |
| Aug 5, 2026 | SOLS ↗ | SOLSTICE ADVANCED MTRILS INC | Sale | Joint | $1,001 - $15,000 | Sep 2, 2026 | 28d |
| Aug 24, 2026 | PG ↗ | The Procter & Gamble Co | Sale | Joint | $50,001 - $100,000 | Sep 2, 2026 | 9d |
| Aug 14, 2026 | ICLR ↗ | Icon PLC | Sale | Joint | $15,001 - $50,000 | Sep 2, 2026 | 19d |
| Aug 13, 2026 | WAT ↗ | Waters Corp | Sale | Joint | $1,001 - $15,000 | Sep 2, 2026 | 20d |
| Aug 13, 2026 | GPS ↗ | Gap Inc | Sale | Self | $1,001 - $15,000 | Sep 2, 2026 | 20d |
| Aug 14, 2026 | VLTO ↗ | VERALTO CORP | Sale | Joint | $1,001 - $15,000 | Sep 2, 2026 | 19d |
| Aug 13, 2026 | BA ↗ | Boeing Co | Sale | Joint | $1,001 - $15,000 | Sep 2, 2026 | 20d |
| Aug 18, 2026 | BIIB ↗ | Biogen Inc | Sale | Self | $1,001 - $15,000 | Sep 2, 2026 | 15d |
| Aug 18, 2026 | KMB ↗ | Kimberly-Clark Corp | Sale | Self | $1,001 - $15,000 | Sep 2, 2026 | 15d |
| Aug 18, 2026 | BUD ↗ | Anheuser-Busch InBev SA/NV | Sale | Self | $1,001 - $15,000 | Sep 2, 2026 | 15d |
| Aug 5, 2026 | ALC ↗ | Alcon Inc | Sale | Self | $1,001 - $15,000 | Sep 2, 2026 | 28d |
| Aug 19, 2026 | HONA ↗ | HONEYWELL AEROSPACE INC | Sale | Joint | $15,001 - $50,000 | Sep 2, 2026 | 14d |
| Aug 13, 2026 | BA ↗ | Boeing Co | Sale | Joint | $15,001 - $50,000 | Sep 2, 2026 | 20d |
| Aug 24, 2026 | MRSH ↗ | Marsh & McLennan Companies Inc | Sale | Joint | $1,001 - $15,000 | Sep 2, 2026 | 9d |
| Aug 5, 2026 | PG ↗ | The Procter & Gamble Co | Sale | Joint | $1,001 - $15,000 | Sep 2, 2026 | 28d |
| Aug 24, 2026 | MDT ↗ | Medtronic PLC | Sale | Joint | $15,001 - $50,000 | Sep 2, 2026 | 9d |
| Aug 24, 2026 | LOW ↗ | Lowe's Cos Inc | Sale | Joint | $1,001 - $15,000 | Sep 2, 2026 | 9d |
| Aug 14, 2026 | ADBE ↗ | Adobe Inc | Sale | Joint | $15,001 - $50,000 | Sep 2, 2026 | 19d |
| Aug 10, 2026 | OTIS ↗ | Otis Worldwide Corp | Sale | Joint | $1,001 - $15,000 | Sep 2, 2026 | 23d |
| Aug 10, 2026 | VLTO ↗ | VERALTO CORP | Sale | Joint | $1,001 - $15,000 | Sep 2, 2026 | 23d |
| Aug 14, 2026 | CARR ↗ | Carrier Global Corp | Sale | Joint | $1,001 - $15,000 | Sep 2, 2026 | 19d |
| Aug 19, 2026 | CL ↗ | Colgate-Palmolive Co | Sale | Joint | $1,001 - $15,000 | Sep 2, 2026 | 14d |
| Aug 21, 2026 | VLTO ↗ | VERALTO CORP | Sale | Joint | $1,001 - $15,000 | Sep 2, 2026 | 12d |
| Aug 13, 2026 | HRL ↗ | Hormel Foods Corp | Sale | Self | $1,001 - $15,000 | Sep 2, 2026 | 20d |
| Aug 10, 2026 | DIS ↗ | The Walt Disney Co | Sale | Joint | $15,001 - $50,000 | Sep 2, 2026 | 23d |
| Aug 13, 2026 | NKE ↗ | Nike Inc | Sale | Self | $1,001 - $15,000 | Sep 2, 2026 | 20d |
| Aug 21, 2026 | MSFT ↗ | Microsoft Corp | Sale | Joint | $15,001 - $50,000 | Sep 2, 2026 | 12d |
| Aug 5, 2026 | OGN ↗ | Organon & Co | Sale | Joint | $1,001 - $15,000 | Aug 13, 2026 | 8d |
| Aug 5, 2026 | MDLZ ↗ | Mondelez International Inc | Sale | Joint | $1,001 - $15,000 | Aug 11, 2026 | 6d |
| Aug 5, 2026 | KVUE ↗ | KENVUE INC | Sale | Joint | $1,001 - $15,000 | Aug 11, 2026 | 6d |
| Aug 5, 2026 | EL ↗ | The Estee Lauder Cos Inc | Sale | Joint | $1,001 - $15,000 | Aug 11, 2026 | 6d |
| Aug 5, 2026 | DEO ↗ | Diageo PLC | Sale | Joint | $1,001 - $15,000 | Aug 11, 2026 | 6d |
| Aug 5, 2026 | CMCSA ↗ | Comcast Corp | Sale | Joint | $1,001 - $15,000 | Aug 11, 2026 | 6d |
| Aug 5, 2026 | VSNT ↗ | VERSANT MEDIA GROUP INC | Sale | Joint | $1,001 - $15,000 | Aug 11, 2026 | 6d |
| Aug 5, 2026 | OGN ↗ | Organon & Co | Sale | Joint | $1,001 - $15,000 | Aug 11, 2026 | 6d |
| Jun 29, 2026 | HONA ↗ | HONEYWELL AEROSPACE INC | Exchange | Joint | $15,001 - $50,000 | Jul 16, 2026 | 17d |
| Jul 2, 2026 | XOM ↗ | Exxon Mobil Corp (1) | Exchange | Joint | $100,001 - $250,000 | Jul 16, 2026 | 14d |
| Jul 2, 2026 | XOM ↗ | Exxon Mobil Corp | Exchange | Joint | $100,001 - $250,000 | Jul 16, 2026 | 14d |
| Jul 2, 2026 | XOM ↗ | Exxon Mobil Corp (2) | Exchange | Joint | $100,001 - $250,000 | Jul 16, 2026 | 14d |
| May 8, 2026 | CTRA ↗ | Coterra Energy Inc | Exchange | Self | $15,001 - $50,000 | Jun 3, 2026 | 26d |
| May 8, 2026 | DVN ↗ | Devon Energy Corp | Exchange | Self | $15,001 - $50,000 | Jun 3, 2026 | 26d |
| May 8, 2026 | CTRA ↗ | Coterra Energy Inc | Exchange | Joint | $15,001 - $50,000 | Jun 3, 2026 | 26d |
| May 8, 2026 | DVN ↗ | Devon Energy Corp | Exchange | Joint | $15,001 - $50,000 | Jun 3, 2026 | 26d |
| Apr 29, 2026 | GS ↗ | The Goldman Sachs Group Inc | Sale | Joint | $250,001 - $500,000 | May 6, 2026 | 7d |
| Mar 17, 2026 | CMCSA ↗ | Comcast Corp | Sale | Joint | $15,001 - $50,000 | Apr 6, 2026 | 20d |
| Mar 17, 2026 | CTSH ↗ | Cognizant Technology Solutions Corp | Sale | Joint | $15,001 - $50,000 | Apr 6, 2026 | 20d |
| Mar 17, 2026 | IVZ ↗ | Invesco Ltd | Sale | Joint | $15,001 - $50,000 | Apr 6, 2026 | 20d |
| Mar 17, 2026 | KVUE ↗ | KENVUE INC | Sale | Joint | $15,001 - $50,000 | Apr 6, 2026 | 20d |
| Mar 16, 2026 | IQV ↗ | Iqvia Holdings Inc | Sale | Joint | $50,001 - $100,000 | Apr 6, 2026 | 21d |
| Mar 5, 2026 | ICLR ↗ | Icon PLC | Sale | Self | $100,001 - $250,000 | Apr 6, 2026 | 32d |
| Mar 20, 2026 | MDT ↗ | Medtronic PLC | Sale | Joint | $15,001 - $50,000 | Apr 6, 2026 | 17d |
| Mar 16, 2026 | ACN ↗ | Accenture PLC | Sale | Joint | $250,001 - $500,000 | Apr 6, 2026 | 21d |
| Mar 17, 2026 | BDX ↗ | Becton Dickinson and Co | Sale | Joint | $15,001 - $50,000 | Apr 6, 2026 | 20d |
| Mar 17, 2026 | MUA ↗ | BlackRock MuniAssets Fund Inc | Sale | Joint | $50,001 - $100,000 | Apr 6, 2026 | 20d |
| Mar 20, 2026 | PLD ↗ | Prologis Inc | Sale | Joint | $50,001 - $100,000 | Apr 6, 2026 | 17d |
| Mar 24, 2026 | EXAS ↗ | Exact Sciences Corporation | Sale | Self | $1,001 - $15,000 | Apr 6, 2026 | 13d |
| Mar 20, 2026 | TROW ↗ | T. Rowe Price Group Inc | Sale | Joint | $15,001 - $50,000 | Apr 6, 2026 | 17d |
| Mar 18, 2026 | TXN ↗ | Texas Instruments Inc | Sale | Joint | $500,001 - $1,000,000 | Apr 6, 2026 | 19d |
| Mar 16, 2026 | PRGS ↗ | Progress Software Corp | Sale | Joint | $50,001 - $100,000 | Apr 6, 2026 | 21d |
| Feb 9, 2026 | WAT ↗ | Waters Corp | Exchange | Joint | $1,001 - $15,000 | Mar 6, 2026 | 25d |
| Jan 7, 2026 | RY ↗ | Royal Bank of Canada | Purchase | Joint | $250,001 - $500,000 | Feb 19, 2026 | 43d |
| Dec 23, 2025 | UNH ↗ | Unitedhealth Group Inc | Sale | Joint | $250,001 - $500,000 | Jan 23, 2026 | 31d |
| Oct 23, 2025 | MCD ↗ | McDonald's Corp | Sale | Joint | $1,001 - $15,000 | Nov 17, 2025 | 25d |
| Oct 28, 2025 | BSX ↗ | Boston Scientific Corp | Sale | Joint | $15,001 - $50,000 | Nov 17, 2025 | 20d |
| Oct 9, 2025 | BNPQY ↗ | BNP Paribas | Sale | Joint | $250,001 - $500,000 | Nov 17, 2025 | 39d |
| Oct 28, 2025 | CSX ↗ | CSX Corp | Sale | Self | $15,001 - $50,000 | Nov 17, 2025 | 20d |
| Oct 28, 2025 | MSFT ↗ | Microsoft Corp | Sale | Joint | $15,001 - $50,000 | Nov 17, 2025 | 20d |
| Oct 28, 2025 | STX ↗ | Seagate Technology Holdings PLC | Sale | Self | $15,001 - $50,000 | Nov 17, 2025 | 20d |
| Oct 6, 2025 | STX ↗ | Seagate Technology Holdings PLC | Sale | Self | $15,001 - $50,000 | Nov 17, 2025 | 42d |
| Oct 23, 2025 | MCD ↗ | McDonald's Corp | Sale | Joint | $100,001 - $250,000 | Nov 17, 2025 | 25d |
| Oct 27, 2025 | ACN ↗ | Accenture PLC | Sale | Joint | $100,001 - $250,000 | Nov 17, 2025 | 21d |
| Oct 9, 2025 | BNPQY ↗ | BNP Paribas | Sale | Joint | $1,000,001 - $5,000,000 | Nov 17, 2025 | 39d |
| Oct 10, 2025 | RY ↗ | Royal Bank of Canada | Purchase | Joint | $500,001 - $1,000,000 | Nov 17, 2025 | 38d |
| Oct 6, 2025 | ETN ↗ | Eaton Corp PLC | Sale | Self | $15,001 - $50,000 | Nov 17, 2025 | 42d |
| Oct 10, 2025 | RY ↗ | Royal Bank of Canada | Purchase | Joint | $1,000,001 - $5,000,000 | Nov 17, 2025 | 38d |
| Oct 28, 2025 | HD ↗ | The Home Depot Inc | Sale | Self | $1,001 - $15,000 | Nov 17, 2025 | 20d |
| Oct 28, 2025 | ORLY ↗ | O'Reilly Automotive Inc | Sale | Joint | $1,001 - $15,000 | Nov 17, 2025 | 20d |
| Sep 26, 2025 | MSFT ↗ | Microsoft Corp | Sale | Joint | $15,001 - $50,000 | Oct 16, 2025 | 20d |
| Sep 26, 2025 | ACN ↗ | Accenture PLC | Sale | Joint | $15,001 - $50,000 | Oct 16, 2025 | 20d |
| Sep 26, 2025 | HD ↗ | The Home Depot Inc | Sale | Joint | $15,001 - $50,000 | Oct 16, 2025 | 20d |
| Sep 26, 2025 | MASI ↗ | Masimo Corp | Sale | Joint | $15,001 - $50,000 | Oct 16, 2025 | 20d |
| Apr 4, 2025 | BNPQY ↗ | BNP Paribas | Purchase | Joint | $1,000,001 - $5,000,000 | May 14, 2025 | 40d |
| Apr 24, 2025 | GS ↗ | The Goldman Sachs Group Inc | Purchase | Joint | $250,001 - $500,000 | May 14, 2025 | 20d |
| Apr 4, 2025 | BNPQY ↗ | BNP Paribas | Purchase | Joint | $250,001 - $500,000 | May 14, 2025 | 40d |
| Mar 31, 2025 | N/A | MORGAN STANLEY FIN LLC MTN ZERO CPN | Sale (Full) | Joint | $500,001 - $1,000,000 | Apr 23, 2025 | 23d |
| Jan 29, 2025 | N/A | FT VEST TOTAL RETURN INCOME FUND SERIES ... | Purchase | Joint | $100,001 - $250,000 | Feb 14, 2025 | 16d |
| Dec 10, 2024 | XOM ↗ | Exxon Mobil Corp | Purchase | Joint | $1,001 - $15,000 | Jan 16, 2025 | 37d |
| Dec 31, 2024 | DVN ↗ | Devon Energy Corp | Sale | Joint | $250,001 - $500,000 | Jan 16, 2025 | 16d |
| Dec 31, 2024 | DXCM ↗ | DexCom Inc | Sale | Joint | $50,001 - $100,000 | Jan 16, 2025 | 16d |
| Dec 31, 2024 | EL ↗ | The Estee Lauder Cos Inc | Sale | Joint | $15,001 - $50,000 | Jan 16, 2025 | 16d |
| Dec 12, 2024 | HD ↗ | The Home Depot Inc | Purchase | Joint | $1,001 - $15,000 | Jan 16, 2025 | 35d |
| Dec 31, 2024 | JNJ ↗ | Johnson & Johnson | Sale | Joint | $100,001 - $250,000 | Jan 16, 2025 | 16d |
| Dec 31, 2024 | INTC ↗ | Intel Corp | Sale | Joint | $50,001 - $100,000 | Jan 16, 2025 | 16d |
| Dec 31, 2024 | AGCO ↗ | AGCO Corp | Sale | Joint | $50,001 - $100,000 | Jan 16, 2025 | 16d |
| Dec 3, 2024 | C ↗ | Citigroup Inc | Sale | Joint | $500,001 - $1,000,000 | Jan 16, 2025 | 44d |
| Nov 18, 2024 | N/A | FEDERAL FARM CREDIT BANKS FUNDING CORP 0... | Sale (Full) | Joint | $100,001 - $250,000 | Dec 16, 2024 | 28d |
| Oct 29, 2024 | MCD ↗ | McDonald's Corp | Purchase | Joint | $100,001 - $250,000 | Nov 18, 2024 | 20d |
| Oct 3, 2024 | N/A | UNITED STATES TREAS BILLS ZERO CPN 0.000... | Sale (Full) | Joint | $1,000,001 - $5,000,000 | Nov 15, 2024 | 43d |
| Oct 3, 2024 | N/A | UNITED STATES TREAS BILLS ZERO CPN 0.000... | Sale (Full) | Joint | $100,001 - $250,000 | Nov 15, 2024 | 43d |
| Sep 23, 2024 | C ↗ | Citigroup Inc | Sale | Joint | $250,001 - $500,000 | Oct 17, 2024 | 24d |
| Sep 23, 2024 | N/A | Citigroup MTN 9/1/2026 | Sale (Full) | Joint | $250,001 - $500,000 | Oct 16, 2024 | 23d |
| Jul 26, 2024 | N/A | Barclays Bank Series A MTN 1/22/27 | Sale (Full) | Joint | $250,001 - $500,000 | Aug 10, 2024 | 15d |
| Jul 8, 2024 | CB ↗ | Chubb Limited Common Stock | Purchase | Joint | $1,001 - $15,000 | Aug 10, 2024 | 33d |
| Jul 19, 2024 | N/A | Bank of Montreal MTN 4/19/27 | Sale (Full) | Joint | $250,001 - $500,000 | Aug 10, 2024 | 22d |
| Jul 8, 2024 | N/A | Inland Real Estate Income Trust | Purchase | Joint | $1,001 - $15,000 | Aug 10, 2024 | 33d |
| Jun 13, 2024 | RTX ↗ | RTX Corp | Purchase | Joint | $1,001 - $15,000 | Jul 15, 2024 | 32d |
| Jun 10, 2024 | ROK ↗ | Rockwell Automation Inc | Purchase | Joint | $1,001 - $15,000 | Jul 15, 2024 | 35d |
| Jun 20, 2024 | AGCO ↗ | AGCO Corp | Purchase | Joint | $1,001 - $15,000 | Jul 15, 2024 | 25d |
| Jun 28, 2024 | DVN ↗ | Devon Energy Corp (1) | Purchase | Joint | $1,001 - $15,000 | Jul 15, 2024 | 17d |
| Jun 28, 2024 | DVN ↗ | Devon Energy Corp (2) | Purchase | Joint | $1,001 - $15,000 | Jul 15, 2024 | 17d |
| Jun 10, 2024 | EMR ↗ | Emerson Electric Co | Purchase | Joint | $1,001 - $15,000 | Jul 15, 2024 | 35d |
| Jun 10, 2024 | XOM ↗ | Exxon Mobil Corp (1) | Purchase | Joint | $1,001 - $15,000 | Jul 15, 2024 | 35d |
| Jun 10, 2024 | XOM ↗ | Exxon Mobil Corp (2) | Purchase | Joint | $1,001 - $15,000 | Jul 15, 2024 | 35d |
| Jun 13, 2024 | HD ↗ | The Home Depot Inc (1) | Purchase | Joint | $1,001 - $15,000 | Jul 15, 2024 | 32d |
| Jun 13, 2024 | HD ↗ | The Home Depot Inc (2) | Purchase | Joint | $1,001 - $15,000 | Jul 15, 2024 | 32d |
| Jun 4, 2024 | JNJ ↗ | Johnson & Johnson | Purchase | Joint | $1,001 - $15,000 | Jul 15, 2024 | 41d |
| Jun 21, 2024 | LIN ↗ | Linde PLC | Purchase | Joint | $1,001 - $15,000 | Jul 15, 2024 | 24d |
| Jun 28, 2024 | LMT ↗ | Lockheed Martin Corp | Purchase | Joint | $1,001 - $15,000 | Jul 15, 2024 | 17d |
| Jun 25, 2024 | UNH ↗ | Unitedhealth Group Inc | Purchase | Joint | $1,001 - $15,000 | Jul 15, 2024 | 20d |
| Jun 24, 2024 | WMB ↗ | The Williams Cos Inc | Purchase | Joint | $1,001 - $15,000 | Jul 15, 2024 | 21d |
| Jun 17, 2024 | NEE ↗ | NextEra Energy Inc | Purchase | Joint | $1,001 - $15,000 | Jul 15, 2024 | 28d |
| May 3, 2024 | PXD ↗ | Pioneer Natural Resources Co | Exchange | Joint | $100,001 - $250,000 | Jun 7, 2024 | 35d |
| May 21, 2024 | TXN ↗ | Texas Instruments Inc (2) | Purchase | Joint | $1,001 - $15,000 | Jun 7, 2024 | 17d |
| May 15, 2024 | OKE ↗ | ONEOK Inc (2) | Purchase | Joint | $1,001 - $15,000 | Jun 7, 2024 | 23d |
| May 15, 2024 | OKE ↗ | ONEOK Inc (1) | Purchase | Joint | $1,001 - $15,000 | Jun 7, 2024 | 23d |
| May 15, 2024 | MMC ↗ | Marsh & McLennan Companies Inc | Purchase | Joint | $1,001 - $15,000 | Jun 7, 2024 | 23d |
| May 16, 2024 | N/A | US Treas Bills 05/16/2024 | Sale (Full) | Joint | $500,001 - $1,000,000 | Jun 7, 2024 | 22d |
| May 17, 2024 | ACN ↗ | Accenture PLC | Purchase | Joint | $1,001 - $15,000 | Jun 7, 2024 | 21d |
| May 21, 2024 | TXN ↗ | Texas Instruments Inc (1) | Purchase | Joint | $1,001 - $15,000 | Jun 7, 2024 | 17d |
| May 3, 2024 | XOM ↗ | Exxon Mobil Corporation Common Stock | Exchange | Joint | $100,001 - $250,000 | Jun 7, 2024 | 35d |
| Apr 8, 2024 | N/A | Inland Real Estate Income Trust | Purchase | Joint | $1,001 - $15,000 | May 12, 2024 | 34d |
| Apr 30, 2024 | JPM ↗ | JP Morgan Chase & Co. Common Stock | Purchase | Joint | $1,001 - $15,000 | May 12, 2024 | 12d |
| Apr 24, 2024 | N/A | TORONTO DOMINION BANK SER E NOTE 04/27/2... | Purchase | Joint | $250,001 - $500,000 | May 12, 2024 | 18d |
| Mar 15, 2024 | NEE ↗ | NextEra Energy Inc | Purchase | Joint | $1,001 - $15,000 | Apr 12, 2024 | 28d |
| Mar 21, 2024 | RTX ↗ | RTX Corp | Purchase | Joint | $1,001 - $15,000 | Apr 12, 2024 | 22d |
| Mar 21, 2024 | HD ↗ | The Home Depot Inc | Purchase | Joint | $1,001 - $15,000 | Apr 12, 2024 | 22d |
| Mar 29, 2024 | LMT ↗ | Lockheed Martin Corp | Purchase | Joint | $1,001 - $15,000 | Apr 12, 2024 | 14d |
| Mar 19, 2024 | UNH ↗ | Unitedhealth Group Inc | Purchase | Joint | $1,001 - $15,000 | Apr 12, 2024 | 24d |
| Mar 11, 2024 | ROK ↗ | Rockwell Automation Inc | Purchase | Joint | $1,001 - $15,000 | Apr 12, 2024 | 32d |
| Mar 28, 2024 | DVN ↗ | Devon Energy Corporation Common Stock | Purchase | Joint | $15,001 - $50,000 | Apr 12, 2024 | 15d |
| Mar 22, 2024 | PXD ↗ | Pioneer Natural Resources Co | Purchase | Joint | $1,001 - $15,000 | Apr 12, 2024 | 21d |
| Mar 25, 2024 | WMB ↗ | The Williams Cos Inc | Purchase | Joint | $1,001 - $15,000 | Apr 12, 2024 | 18d |
| Mar 28, 2024 | LIN ↗ | Linde PLC | Purchase | Joint | $1,001 - $15,000 | Apr 12, 2024 | 15d |
| Mar 28, 2024 | DVN ↗ | Devon Energy Corp | Purchase | Joint | $1,001 - $15,000 | Apr 12, 2024 | 15d |
| Mar 11, 2024 | EMR ↗ | Emerson Electric Co | Purchase | Joint | $1,001 - $15,000 | Apr 12, 2024 | 32d |
| Mar 11, 2024 | XOM ↗ | Exxon Mobil Corp | Purchase | Joint | $1,001 - $15,000 | Apr 12, 2024 | 32d |
| Mar 5, 2024 | JNJ ↗ | Johnson & Johnson | Purchase | Joint | $1,001 - $15,000 | Apr 12, 2024 | 38d |
| Feb 14, 2024 | OKE ↗ | ONEOK Inc | Purchase | Joint | $1,001 - $15,000 | Mar 12, 2024 | 27d |
| Feb 20, 2024 | ACN ↗ | Accenture PLC | Purchase | Joint | $1,001 - $15,000 | Mar 12, 2024 | 21d |
| Feb 13, 2024 | TXN ↗ | Texas Instruments Inc | Purchase | Joint | $1,001 - $15,000 | Mar 12, 2024 | 28d |
| Feb 15, 2024 | MMC ↗ | Marsh & McLennan Companies Inc | Purchase | Joint | $1,001 - $15,000 | Mar 12, 2024 | 26d |
| Feb 23, 2024 | N/A | CITIGROUP GLOBAL MKTS HLDGS | Sale | Joint | $250,001 - $500,000 | Mar 12, 2024 | 18d |
| Jan 12, 2024 | COST ↗ | Costco Wholesale Corp | Purchase | Joint | $1,001 - $15,000 | Feb 11, 2024 | 30d |
| Jan 5, 2024 | N/A | Inland Real Estate Income Trust | Purchase | Joint | $1,001 - $15,000 | Feb 11, 2024 | 37d |
| Jan 5, 2024 | INRE ↗ | Inland Real Estate Income Trust Inc | Purchase | Joint | $1,001 - $15,000 | Feb 11, 2024 | 37d |
| Jan 31, 2024 | JPM ↗ | JPMorgan Chase & Co | Purchase | Joint | $1,001 - $15,000 | Feb 11, 2024 | 11d |
| Jan 2, 2024 | VUZI ↗ | Vuzix Corp | Sale | Self | $1,001 - $15,000 | Feb 11, 2024 | 40d |
| Jan 31, 2024 | JPM ↗ | JP Morgan Chase & Co. Common Stock | Purchase | Joint | $1,001 - $15,000 | Feb 11, 2024 | 11d |
| Jan 2, 2024 | EXAS ↗ | Exact Sciences Corporation | Sale | Self | $1,001 - $15,000 | Feb 11, 2024 | 40d |
| Dec 29, 2023 | DVN ↗ | Devon Energy Corporation | Purchase | Joint | $15,001 - $50,000 | Jan 13, 2024 | 15d |
| Dec 8, 2023 | CCLD ↗ | CareCloud, Inc. | Sale (Full) | Child | $1,001 - $15,000 | Jan 13, 2024 | 36d |
| Dec 14, 2023 | RTX ↗ | RTX Corp | Purchase | Joint | $1,001 - $15,000 | Jan 13, 2024 | 30d |
| Dec 12, 2023 | UNH ↗ | Unitedhealth Group Inc | Purchase | Joint | $1,001 - $15,000 | Jan 13, 2024 | 32d |
| Dec 26, 2023 | WMB ↗ | The Williams Cos Inc | Purchase | Joint | $1,001 - $15,000 | Jan 13, 2024 | 18d |
| Dec 5, 2023 | JNJ ↗ | Johnson & Johnson | Purchase | Joint | $1,001 - $15,000 | Jan 13, 2024 | 39d |
| Dec 11, 2023 | ROK ↗ | Rockwell Automation Inc | Purchase | Joint | $1,001 - $15,000 | Jan 13, 2024 | 33d |
| Dec 18, 2023 | LIN ↗ | Linde PLC | Purchase | Joint | $1,001 - $15,000 | Jan 13, 2024 | 26d |
| Dec 29, 2023 | LMT ↗ | Lockheed Martin Corp | Purchase | Joint | $1,001 - $15,000 | Jan 13, 2024 | 15d |
| Dec 8, 2023 | MTBC ↗ | CareCloud Inc | Sale | Self | $1,001 - $15,000 | Jan 13, 2024 | 36d |
| Dec 11, 2023 | EMR ↗ | Emerson Electric Co | Purchase | Joint | $1,001 - $15,000 | Jan 13, 2024 | 33d |
| Dec 29, 2023 | DVN ↗ | Devon Energy Corp | Purchase | Joint | $1,001 - $15,000 | Jan 13, 2024 | 15d |
| Dec 11, 2023 | XOM ↗ | Exxon Mobil Corp | Purchase | Joint | $1,001 - $15,000 | Jan 13, 2024 | 33d |
| Dec 15, 2023 | NEE ↗ | NextEra Energy Inc | Purchase | Joint | $1,001 - $15,000 | Jan 13, 2024 | 29d |
| Dec 14, 2023 | HD ↗ | The Home Depot Inc | Purchase | Joint | $1,001 - $15,000 | Jan 13, 2024 | 30d |
| Dec 22, 2023 | PXD ↗ | Pioneer Natural Resources Co | Purchase | Joint | $1,001 - $15,000 | Jan 13, 2024 | 22d |
| Nov 15, 2023 | ACN ↗ | Accenture PLC | Purchase | Joint | $1,001 - $15,000 | Dec 7, 2023 | 22d |
| Nov 15, 2023 | MMC ↗ | Marsh & McLennan Companies Inc | Purchase | Joint | $1,001 - $15,000 | Dec 7, 2023 | 22d |
| Nov 14, 2023 | OKE ↗ | ONEOK Inc | Purchase | Joint | $1,001 - $15,000 | Dec 7, 2023 | 23d |
| Nov 14, 2023 | TXN ↗ | Texas Instruments Inc | Purchase | Joint | $1,001 - $15,000 | Dec 7, 2023 | 23d |
| Nov 14, 2023 | N/A | Texas Instruments Incorporated | Purchase | Joint | $1,001 - $15,000 | Dec 7, 2023 | 23d |
| Nov 6, 2023 | FMCC ↗ | Federal Home Loan Mortgage Corp | Sale | Joint | $100,001 - $250,000 | Dec 7, 2023 | 31d |
| Nov 30, 2023 | N/A | UNITED STATES TREAS BILLS ZERO CPN 0.000... | Sale (Full) | Joint | $500,001 - $1,000,000 | Dec 7, 2023 | 7d |
| Nov 6, 2023 | N/A | FEDL HOME LN MTG CRP 11/6/2023 | Sale (Full) | Joint | $100,001 - $250,000 | Dec 7, 2023 | 31d |
| Oct 6, 2023 | N/A | Inland Real Estate Income Trust | Purchase | Joint | $1,001 - $15,000 | Nov 17, 2023 | 42d |
| Oct 6, 2023 | INRE ↗ | Inland Real Estate Income Trust Inc | Purchase | Joint | $1,001 - $15,000 | Nov 17, 2023 | 42d |
| Oct 11, 2023 | CMP ↗ | Compass Minerals International Inc | Sale | Self | $1,001 - $15,000 | Nov 17, 2023 | 37d |
| Oct 11, 2023 | N/A | UNITED STATES TREAS BILLS ZERO CPN 0.000... | Purchase | Joint | $50,001 - $100,000 | Nov 17, 2023 | 37d |
| Oct 11, 2023 | N/A | UNITED STATES TREAS BILLS ZERO CPN 0.000... | Purchase | Joint | $500,001 - $1,000,000 | Nov 17, 2023 | 37d |
| Oct 31, 2023 | JPM ↗ | JP Morgan Chase & Co. | Purchase | Joint | $1,001 - $15,000 | Nov 17, 2023 | 17d |
| Oct 11, 2023 | VOD ↗ | Vodafone Group Public Limited Company | Sale | Self | $1,001 - $15,000 | Nov 17, 2023 | 37d |
| Oct 31, 2023 | JPM ↗ | JPMorgan Chase & Co | Purchase | Joint | $1,001 - $15,000 | Nov 17, 2023 | 17d |
| Sep 29, 2023 | DVN ↗ | Devon Energy Corporation | Purchase | Joint | $1,001 - $15,000 | Oct 13, 2023 | 14d |
| Sep 15, 2023 | NEE ↗ | NextEra Energy Inc | Purchase | Joint | $1,001 - $15,000 | Oct 13, 2023 | 28d |
| Sep 7, 2023 | JNJ ↗ | Johnson & Johnson | Purchase | Joint | $1,001 - $15,000 | Oct 13, 2023 | 36d |
| Sep 14, 2023 | HD ↗ | The Home Depot Inc | Purchase | Joint | $1,001 - $15,000 | Oct 13, 2023 | 29d |
| Sep 11, 2023 | XOM ↗ | Exxon Mobil Corp | Purchase | Joint | $1,001 - $15,000 | Oct 13, 2023 | 32d |
| Sep 11, 2023 | EMR ↗ | Emerson Electric Co | Purchase | Joint | $1,001 - $15,000 | Oct 13, 2023 | 32d |
| Sep 29, 2023 | DVN ↗ | Devon Energy Corp | Purchase | Joint | $15,001 - $50,000 | Oct 13, 2023 | 14d |
| Sep 7, 2023 | RTX ↗ | RTX Corp | Purchase | Joint | $1,001 - $15,000 | Oct 13, 2023 | 36d |
| Sep 25, 2023 | WMB ↗ | The Williams Cos Inc | Purchase | Joint | $1,001 - $15,000 | Oct 13, 2023 | 18d |
| Sep 19, 2023 | UNH ↗ | Unitedhealth Group Inc | Purchase | Joint | $1,001 - $15,000 | Oct 13, 2023 | 24d |
| Sep 21, 2023 | PXD ↗ | Pioneer Natural Resources Co | Purchase | Joint | $1,001 - $15,000 | Oct 13, 2023 | 22d |
| Sep 11, 2023 | ROK ↗ | Rockwell Automation Inc | Purchase | Joint | $1,001 - $15,000 | Oct 13, 2023 | 32d |
| Sep 26, 2023 | MMP ↗ | Magellan Midstream Partners L.P. Limited... | Exchange | Joint | $500,001 - $1,000,000 | Oct 13, 2023 | 17d |
| Sep 19, 2023 | LIN ↗ | Linde PLC | Purchase | Joint | $1,001 - $15,000 | Oct 13, 2023 | 24d |
| Sep 25, 2023 | MMP ↗ | Magellan Midstream Partners LP | Purchase | Joint | $1,001 - $15,000 | Oct 13, 2023 | 18d |
| Sep 26, 2023 | MMP ↗ | Magellan Midstream Partners LP | Exchange | Joint | $50,001 - $100,000 | Oct 13, 2023 | 17d |
| Aug 15, 2023 | MMC ↗ | Marsh & McLennan Companies Inc | Purchase | Joint | $1,001 - $15,000 | Sep 7, 2023 | 23d |
| Aug 17, 2023 | N/A | CITIGROUP GLOBAL MKTS HLDGS | Purchase | Joint | $500,001 - $1,000,000 | Sep 7, 2023 | 21d |
| Aug 15, 2023 | TXN ↗ | Texas Instruments Inc | Purchase | Joint | $1,001 - $15,000 | Sep 7, 2023 | 23d |
| Aug 14, 2023 | OKE ↗ | ONEOK Inc | Purchase | Joint | $1,001 - $15,000 | Sep 7, 2023 | 24d |
| Aug 15, 2023 | ACN ↗ | Accenture PLC | Purchase | Joint | $1,001 - $15,000 | Sep 7, 2023 | 23d |
| Aug 14, 2023 | MMP ↗ | Magellan Midstream Partners LP | Purchase | Joint | $1,001 - $15,000 | Sep 7, 2023 | 24d |
| Aug 31, 2023 | N/A | US TREAS BILLS 08/31/2023 | Sale (Full) | Joint | $500,001 - $1,000,000 | Sep 7, 2023 | 7d |
| Jul 17, 2023 | N/A | FS Energy & Power Fund Common | Purchase | Joint | $1,001 - $15,000 | Aug 16, 2023 | 30d |
| Jul 13, 2023 | N/A | Inland Real Estate Income Trust | Purchase | Joint | $1,001 - $15,000 | Aug 16, 2023 | 34d |
| Jul 20, 2023 | N/A | UNITED STATES TREAS BILLS ZERO CPN 0.000... | Sale (Full) | Joint | $100,001 - $250,000 | Aug 16, 2023 | 27d |
| Jul 13, 2023 | INRE ↗ | Inland Real Estate Income Trust Inc | Purchase | Joint | $1,001 - $15,000 | Aug 16, 2023 | 34d |
| Jul 28, 2023 | N/A | CITIGROUP GLOBAL MKTS HLDGS | Sale | Joint | $250,001 - $500,000 | Aug 16, 2023 | 19d |
| Jul 31, 2023 | JPM ↗ | JPMorgan Chase & Co | Purchase | Joint | $1,001 - $15,000 | Aug 16, 2023 | 16d |
| Jul 31, 2023 | JPM ↗ | JP Morgan Chase & Co. | Purchase | Joint | $1,001 - $15,000 | Aug 16, 2023 | 16d |
| Jul 17, 2023 | FSEN ↗ | FS ENERGY AND POWER FUND | Purchase | Joint | $1,001 - $15,000 | Aug 16, 2023 | 30d |
| Jun 12, 2023 | ROK ↗ | Rockwell Automation Inc | Purchase | Joint | $1,001 - $15,000 | Jul 12, 2023 | 30d |
| Jun 26, 2023 | WMB ↗ | The Williams Cos Inc | Purchase | Joint | $1,001 - $15,000 | Jul 12, 2023 | 16d |
| Jun 9, 2023 | EMR ↗ | Emerson Electric Co | Purchase | Joint | $1,001 - $15,000 | Jul 12, 2023 | 33d |
| Jun 27, 2023 | UNH ↗ | Unitedhealth Group Inc | Purchase | Joint | $1,001 - $15,000 | Jul 12, 2023 | 15d |
| Jun 30, 2023 | DVN ↗ | Devon Energy Corp | Purchase | Joint | $1,001 - $15,000 | Jul 12, 2023 | 12d |
| Jun 15, 2023 | HD ↗ | The Home Depot Inc | Purchase | Joint | $1,001 - $15,000 | Jul 12, 2023 | 27d |
| Jun 6, 2023 | JNJ ↗ | Johnson & Johnson | Purchase | Joint | $1,001 - $15,000 | Jul 12, 2023 | 36d |
| Jun 16, 2023 | LIN ↗ | Linde PLC | Purchase | Joint | $1,001 - $15,000 | Jul 12, 2023 | 26d |
| Jun 23, 2023 | LMT ↗ | Lockheed Martin Corp | Purchase | Joint | $1,001 - $15,000 | Jul 12, 2023 | 19d |
| Jun 15, 2023 | NEE ↗ | NextEra Energy Inc | Purchase | Joint | $1,001 - $15,000 | Jul 12, 2023 | 27d |
| Jun 9, 2023 | XOM ↗ | Exxon Mobil Corp | Purchase | Joint | $1,001 - $15,000 | Jul 12, 2023 | 33d |
| Jun 21, 2023 | PXD ↗ | Pioneer Natural Resources Co | Purchase | Joint | $1,001 - $15,000 | Jul 12, 2023 | 21d |
| Jun 20, 2023 | ARGO ↗ | ARGO GROUP INTL HOLDINGS LTD | Purchase | Joint | $1,001 - $15,000 | Jul 12, 2023 | 22d |
| Jun 15, 2023 | RTX ↗ | RTX Corp | Purchase | Joint | $1,001 - $15,000 | Jul 12, 2023 | 27d |
| Jun 30, 2023 | DVN ↗ | Devon Energy Corporation | Purchase | Joint | $15,001 - $50,000 | Jul 12, 2023 | 12d |
| Jun 1, 2023 | N/A | United States T-Bill 6/1/2023 | Sale (Full) | Joint | $500,001 - $1,000,000 | Jul 12, 2023 | 41d |
| Jun 1, 2023 | N/A | United States T-Bill 5/16/2024 | Purchase | Joint | $500,001 - $1,000,000 | Jul 12, 2023 | 41d |
| Jun 15, 2023 | RTX ↗ | Raytheon Technologies Corporation | Purchase | Joint | $1,001 - $15,000 | Jul 12, 2023 | 27d |
| May 17, 2023 | ACN ↗ | Accenture PLC | Purchase | Joint | $1,001 - $15,000 | Jun 13, 2023 | 27d |
| May 11, 2023 | ABB ↗ | ABB Ltd | Purchase | Joint | $1,001 - $15,000 | Jun 13, 2023 | 33d |
| May 15, 2023 | MMP ↗ | Magellan Midstream Partners LP | Purchase | Joint | $1,001 - $15,000 | Jun 13, 2023 | 29d |
| May 16, 2023 | TXN ↗ | Texas Instruments Inc | Purchase | Joint | $1,001 - $15,000 | Jun 13, 2023 | 28d |
| May 15, 2023 | OKE ↗ | ONEOK Inc | Purchase | Joint | $1,001 - $15,000 | Jun 13, 2023 | 29d |
| Apr 28, 2023 | JPM ↗ | JP Morgan Chase & Co. | Purchase | Joint | $1,001 - $15,000 | May 11, 2023 | 13d |
| Apr 13, 2023 | N/A | FS Energy & Power Fund Common | Purchase | Joint | $1,001 - $15,000 | May 11, 2023 | 28d |
| Apr 6, 2023 | N/A | Inland Real Estate Income Trust | Purchase | Joint | $1,001 - $15,000 | May 11, 2023 | 35d |
| Apr 28, 2023 | JPM ↗ | JPMorgan Chase & Co | Purchase | Joint | $1,001 - $15,000 | May 11, 2023 | 13d |
| Apr 6, 2023 | INRE ↗ | Inland Real Estate Income Trust Inc | Purchase | Joint | $1,001 - $15,000 | May 11, 2023 | 35d |
| Apr 13, 2023 | FSEN ↗ | FS ENERGY AND POWER FUND | Purchase | Joint | $1,001 - $15,000 | May 11, 2023 | 28d |
| Apr 6, 2023 | AHCO ↗ | AdaptHealth Corp | Sale | Self | $1,001 - $15,000 | May 11, 2023 | 35d |
| Mar 21, 2023 | UNH ↗ | UnitedHealth Group Incorporated Common S... | Purchase | Joint | $1,001 - $15,000 | Apr 10, 2023 | 20d |
| Mar 1, 2023 | INTC ↗ | Intel Corporation | Purchase | Joint | $1,001 - $15,000 | Apr 10, 2023 | 40d |
| Mar 10, 2023 | EMR ↗ | Emerson Electric Company | Purchase | Joint | $1,001 - $15,000 | Apr 10, 2023 | 31d |
| Mar 3, 2023 | -- ↗ | US Treas Bills 11/30/2023 | Purchase | Joint | $250,001 - $500,000 | Apr 10, 2023 | 38d |
| Mar 27, 2023 | WMB ↗ | Williams Companies Inc | Purchase | Joint | $1,001 - $15,000 | Apr 10, 2023 | 14d |
| Mar 3, 2023 | -- ↗ | US Treas Bills 06/01/2023 | Purchase | Joint | $250,001 - $500,000 | Apr 10, 2023 | 38d |
| Mar 15, 2023 | NEE ↗ | NextEra Energy Inc | Purchase | Joint | $1,001 - $15,000 | Apr 10, 2023 | 26d |
| Mar 24, 2023 | LMT ↗ | Lockheed Martin Corporation | Purchase | Joint | $1,001 - $15,000 | Apr 10, 2023 | 17d |
| Mar 23, 2023 | RTX ↗ | Raytheon Technologies Corporation | Purchase | Joint | $1,001 - $15,000 | Apr 10, 2023 | 18d |
| Mar 7, 2023 | JNJ ↗ | Johnson & Johnson | Purchase | Joint | $1,001 - $15,000 | Apr 10, 2023 | 34d |
| Mar 28, 2023 | LIN ↗ | Linde plc Ordinary Shares | Purchase | Joint | $1,001 - $15,000 | Apr 10, 2023 | 13d |
| Mar 21, 2023 | -- ↗ | United States Treasury Bills | Sale (Full) | Joint | $1,000,001 - $5,000,000 | Apr 10, 2023 | 20d |
| Mar 10, 2023 | ROK ↗ | Rockwell Automation Inc | Purchase | Joint | $1,001 - $15,000 | Apr 10, 2023 | 31d |
| Mar 17, 2023 | PXD ↗ | Pioneer Natural Resources Company | Purchase | Joint | $1,001 - $15,000 | Apr 10, 2023 | 24d |
| Mar 3, 2023 | -- ↗ | US Treas Bills 08/31/2023 | Purchase | Joint | $250,001 - $500,000 | Apr 10, 2023 | 38d |
| Mar 23, 2023 | HD ↗ | Home Depot Inc | Purchase | Joint | $1,001 - $15,000 | Apr 10, 2023 | 18d |
| Mar 31, 2023 | DVN ↗ | Devon Energy Corporation | Purchase | Joint | $1,001 - $15,000 | Apr 10, 2023 | 10d |
| Feb 14, 2023 | TXN ↗ | Texas Instruments Incorporated | Purchase | Joint | $1,001 - $15,000 | Mar 15, 2023 | 29d |
| Feb 1, 2023 | PXD ↗ | Pioneet Natural Resources Company | Sale (Full) | Joint | $1,000,001 - $5,000,000 | Mar 15, 2023 | 42d |
| Feb 14, 2023 | MMP ↗ | Magellan Midstream Partners LP Limited p... | Purchase | Joint | $1,001 - $15,000 | Mar 15, 2023 | 29d |
| Feb 14, 2023 | OKE ↗ | ONEOK Inc | Purchase | Joint | $1,001 - $15,000 | Mar 15, 2023 | 29d |
| Feb 15, 2023 | ACN ↗ | Accenture plc Class A Ordinary Shares | Purchase | Joint | $1,001 - $15,000 | Mar 15, 2023 | 28d |
| Feb 22, 2023 | -- ↗ | United States Treasury Bills 3/21/2023 | Purchase | Joint | $1,000,001 - $5,000,000 | Mar 15, 2023 | 21d |
| Jan 31, 2023 | PH ↗ | Parker-Hannifin Corporation | Sale (Full) | Joint | $1,001 - $15,000 | Feb 14, 2023 | 14d |
| Jan 31, 2023 | HON ↗ | Honeywell International Inc | Sale (Full) | Joint | $1,001 - $15,000 | Feb 14, 2023 | 14d |
| Jan 31, 2023 | MDT ↗ | Medtronic plc Ordinary Shares | Sale (Full) | Joint | $1,001 - $15,000 | Feb 14, 2023 | 14d |
| Jan 31, 2023 | TJX ↗ | TJX Companies Inc | Sale (Full) | Joint | $1,001 - $15,000 | Feb 14, 2023 | 14d |
| Jan 31, 2023 | AMT ↗ | American Tower Corporation | Sale (Full) | Joint | $1,001 - $15,000 | Feb 14, 2023 | 14d |
| Jan 30, 2023 | -- ↗ | Federal Farm Credit | Purchase | Joint | $100,001 - $250,000 | Feb 14, 2023 | 15d |
| Jan 4, 2023 | MSFT ↗ | Microsoft Corporation | Sale (Full) | Joint | $1,000,001 - $5,000,000 | Feb 14, 2023 | 41d |
| Jan 31, 2023 | JNJ ↗ | Johnson & Johnson Inc | Sale (Full) | Joint | $1,001 - $15,000 | Feb 14, 2023 | 14d |
| Jan 31, 2023 | ECL ↗ | Ecolab Inc | Sale (Full) | Joint | $1,001 - $15,000 | Feb 14, 2023 | 14d |
| Jan 31, 2023 | DHR ↗ | Danaher Corporation | Sale (Full) | Joint | $1,001 - $15,000 | Feb 14, 2023 | 14d |
| Jan 30, 2023 | -- ↗ | United States Treasury Bills 7/20/23 | Purchase | Joint | $50,001 - $100,000 | Feb 14, 2023 | 15d |
| Jan 31, 2023 | PG ↗ | Procter & Gamble Company | Sale (Full) | Joint | $1,001 - $15,000 | Feb 14, 2023 | 14d |
| Jan 31, 2023 | EXAS ↗ | Exact Sciences Corporation | Sale (Full) | Joint | $1,001 - $15,000 | Feb 14, 2023 | 14d |
| Jan 31, 2023 | RTX ↗ | Raytheon Technologies Corporation | Sale (Full) | Joint | $1,001 - $15,000 | Feb 14, 2023 | 14d |
| Jan 31, 2023 | CRM ↗ | Salesforce Inc | Sale (Full) | Joint | $1,001 - $15,000 | Feb 14, 2023 | 14d |
| Jan 31, 2023 | ROK ↗ | Rockwell Automation Inc | Sale (Full) | Joint | $1,001 - $15,000 | Feb 14, 2023 | 14d |
| Jan 31, 2023 | RSG ↗ | Republic Services Inc | Sale (Full) | Joint | $1,001 - $15,000 | Feb 14, 2023 | 14d |
| Jan 9, 2023 | -- ↗ | Inland Real Estate Trust | Purchase | Joint | $1,001 - $15,000 | Feb 14, 2023 | 36d |
| Jan 31, 2023 | V ↗ | Visa Inc | Sale (Full) | Joint | $1,001 - $15,000 | Feb 14, 2023 | 14d |
| Jan 30, 2023 | -- ↗ | FEDL HOME LN MTG CRP | Purchase | Joint | $100,001 - $250,000 | Feb 14, 2023 | 15d |
| Jan 17, 2023 | FSEN ↗ | FS Energy & Power Fund Common | Purchase | Joint | $1,001 - $15,000 | Feb 14, 2023 | 28d |
| Jan 31, 2023 | NEE ↗ | NextEra Energy Inc | Sale (Full) | Joint | $1,001 - $15,000 | Feb 14, 2023 | 14d |
| Jan 31, 2023 | LMT ↗ | Lockheed Martin Corporation | Sale (Full) | Joint | $1,001 - $15,000 | Feb 14, 2023 | 14d |
| Jan 31, 2023 | TMO ↗ | Thermo Fisher Scientific Inc | Sale (Full) | Joint | $1,001 - $15,000 | Feb 14, 2023 | 14d |
| Jan 31, 2023 | LIN ↗ | Linde plc Ordinary Share | Sale (Full) | Joint | $1,001 - $15,000 | Feb 14, 2023 | 14d |
| Jan 31, 2023 | TXN ↗ | Texas Instruments Incorporated | Sale (Full) | Joint | $1,001 - $15,000 | Feb 14, 2023 | 14d |
| Jan 31, 2023 | COST ↗ | Costco Wholesale Corporation | Sale (Full) | Joint | $1,001 - $15,000 | Feb 14, 2023 | 14d |
| Jan 31, 2023 | NVS ↗ | Novartis AG | Sale (Full) | Joint | $1,001 - $15,000 | Feb 14, 2023 | 14d |
| Jan 31, 2023 | CMCSA ↗ | Comcast Corporation - Class A | Sale (Full) | Joint | $1,001 - $15,000 | Feb 14, 2023 | 14d |
| Jan 31, 2023 | CB ↗ | Chubb Limited | Sale (Full) | Joint | $1,001 - $15,000 | Feb 14, 2023 | 14d |
| Jan 31, 2023 | MSFT ↗ | Microsoft Corporation | Sale (Full) | Joint | $15,001 - $50,000 | Feb 14, 2023 | 14d |
| Jan 31, 2023 | ADBE ↗ | Adobe Inc | Sale (Full) | Joint | $1,001 - $15,000 | Feb 14, 2023 | 14d |
| Jan 31, 2023 | ICE ↗ | Intercontinental Exchange Inc | Sale (Full) | Joint | $1,001 - $15,000 | Feb 14, 2023 | 14d |
| Jan 31, 2023 | DG ↗ | Dollar General | Sale (Full) | Joint | $1,001 - $15,000 | Feb 14, 2023 | 14d |
| Jan 31, 2023 | JPM ↗ | JP Morgan Chase & Co. | Purchase | Joint | $1,001 - $15,000 | Feb 14, 2023 | 14d |
| Jan 31, 2023 | ICLR ↗ | ICON plc - Ordinary Shares | Sale (Full) | Joint | $1,001 - $15,000 | Feb 14, 2023 | 14d |
| Jan 31, 2023 | MDLZ ↗ | Mondelez International Inc - Class A | Sale (Full) | Joint | $1,001 - $15,000 | Feb 14, 2023 | 14d |
| Jan 31, 2023 | BA ↗ | Boeing Company | Sale (Full) | Joint | $1,001 - $15,000 | Feb 14, 2023 | 14d |
| Jan 31, 2023 | INTC ↗ | Intel Corporation | Sale (Full) | Joint | $1,001 - $15,000 | Feb 14, 2023 | 14d |
| Jan 31, 2023 | AMZN ↗ | Amazon.com Inc | Sale (Full) | Joint | $1,001 - $15,000 | Feb 14, 2023 | 14d |
| Jan 31, 2023 | JPM ↗ | JP Morgan Chase & Co. | Sale (Full) | Joint | $1,001 - $15,000 | Feb 14, 2023 | 14d |
| Jan 31, 2023 | KO ↗ | Coca-Cola Company | Sale (Full) | Joint | $1,001 - $15,000 | Feb 14, 2023 | 14d |
| Jan 31, 2023 | ACN ↗ | Accenture plc Class A Ordinary Shares | Sale (Full) | Joint | $1,001 - $15,000 | Feb 14, 2023 | 14d |
| Jan 31, 2023 | LOW ↗ | Lowe's Companies Inc | Sale (Full) | Joint | $1,001 - $15,000 | Feb 14, 2023 | 14d |
| Jan 31, 2023 | PSX ↗ | Phillips 66 | Sale (Full) | Joint | $1,001 - $15,000 | Feb 14, 2023 | 14d |
| Jan 31, 2023 | HD ↗ | Home Depot Inc | Sale (Full) | Joint | $1,001 - $15,000 | Feb 14, 2023 | 14d |
| Jan 31, 2023 | BLK ↗ | BlackRock Inc | Sale (Full) | Joint | $1,001 - $15,000 | Feb 14, 2023 | 14d |
| Jan 31, 2023 | ORLY ↗ | O'Reilly Automotive Inc | Sale (Full) | Joint | $1,001 - $15,000 | Feb 14, 2023 | 14d |
| Dec 9, 2022 | XOM ↗ | Exxon Mobil Corporation | Purchase | Joint | $1,001 - $15,000 | Jan 13, 2023 | 35d |
| Dec 19, 2022 | BLL ↗ | Ball Corporation | Sale (Full) | Joint | $50,001 - $100,000 | Jan 13, 2023 | 25d |
| Dec 8, 2022 | MSFT ↗ | Microsoft Corporation | Purchase | Joint | $1,001 - $15,000 | Jan 13, 2023 | 36d |
| Dec 19, 2022 | ECL ↗ | Ecolab Inc | Sale (Full) | Joint | $15,001 - $50,000 | Jan 13, 2023 | 25d |
| Dec 19, 2022 | MASI ↗ | Masimo Corporation | Sale (Full) | Joint | $50,001 - $100,000 | Jan 13, 2023 | 25d |
| Dec 30, 2022 | DVN ↗ | Devon Energy Corporation | Purchase | Joint | $1,001 - $15,000 | Jan 13, 2023 | 14d |
| Dec 30, 2022 | DVN ↗ | Devon Energy Corporation | Purchase | Joint | $15,001 - $50,000 | Jan 13, 2023 | 14d |
| Dec 19, 2022 | EXAS ↗ | Exact Sciences Corporation | Sale (Full) | Joint | $50,001 - $100,000 | Jan 13, 2023 | 25d |
| Dec 19, 2022 | HLT ↗ | Hilton Worldwide Holdings Inc | Sale (Full) | Joint | $50,001 - $100,000 | Jan 13, 2023 | 25d |
| Dec 15, 2022 | HD ↗ | Home Depot Inc | Purchase | Joint | $1,001 - $15,000 | Jan 13, 2023 | 29d |
| Dec 1, 2022 | INTC ↗ | Intel Corporation | Purchase | Joint | $1,001 - $15,000 | Jan 13, 2023 | 43d |
| Dec 15, 2022 | PXD ↗ | Pioneer Natural Resources Company | Purchase | Joint | $15,001 - $50,000 | Jan 13, 2023 | 29d |
| Dec 30, 2022 | LMT ↗ | Lockheed Martin Corporation | Purchase | Joint | $1,001 - $15,000 | Jan 13, 2023 | 14d |
| Dec 15, 2022 | RTN ↗ | Raytheon Company | Purchase | Joint | $1,001 - $15,000 | Jan 13, 2023 | 29d |
| Dec 15, 2022 | PXD ↗ | Pioneer Natural Resources Company | Purchase | Joint | $1,001 - $15,000 | Jan 13, 2023 | 29d |
| Dec 15, 2022 | NEE ↗ | NextEra Energy Inc | Purchase | Joint | $1,001 - $15,000 | Jan 13, 2023 | 29d |
| Dec 13, 2022 | UNH ↗ | UnitedHealth Group Incorporated Common S... | Purchase | Joint | $1,001 - $15,000 | Jan 13, 2023 | 31d |
| Dec 19, 2022 | ADBE ↗ | Adobe inc | Sale (Full) | Joint | $250,001 - $500,000 | Jan 13, 2023 | 25d |
| Dec 19, 2022 | ARCB ↗ | ArcBest Corporation | Sale (Full) | Joint | $50,001 - $100,000 | Jan 13, 2023 | 25d |
| Dec 19, 2022 | CCLD ↗ | CareCloud Inc | Sale (Full) | Joint | $1,001 - $15,000 | Jan 13, 2023 | 25d |
| Dec 12, 2022 | WMB ↗ | Williams Companies Inc | Purchase | Joint | $1,001 - $15,000 | Jan 13, 2023 | 32d |
| Dec 19, 2022 | WYNN ↗ | Wynn Resorts Limited | Sale (Full) | Joint | $15,001 - $50,000 | Jan 13, 2023 | 25d |
| Dec 12, 2022 | ROK ↗ | Rockwell Automation Inc | Purchase | Joint | $1,001 - $15,000 | Jan 13, 2023 | 32d |
| Dec 6, 2022 | JNJ ↗ | Johnson & Johnson | Purchase | Joint | $1,001 - $15,000 | Jan 13, 2023 | 38d |
| Dec 9, 2022 | EMR ↗ | Emerson Electric Company | Purchase | Joint | $1,001 - $15,000 | Jan 13, 2023 | 35d |
| Nov 14, 2022 | MMP ↗ | Magellan Midstream Partners LP Limited P... | Purchase | Joint | $1,001 - $15,000 | Dec 8, 2022 | 24d |
| Nov 21, 2022 | MMC ↗ | Marsh & McLennan Companies Inc | Sale (Full) | Joint | $1,001 - $15,000 | Dec 8, 2022 | 17d |
| Nov 21, 2022 | AMP ↗ | Amerprise Financial Inc | Sale (Full) | Joint | $1,001 - $15,000 | Dec 8, 2022 | 17d |
| Nov 21, 2022 | SHW ↗ | Sherwin-Williams Company | Sale (Full) | Joint | $1,001 - $15,000 | Dec 8, 2022 | 17d |
| Nov 15, 2022 | ACN ↗ | Accenture plc Class A Ordinary Shares | Purchase | Joint | $1,001 - $15,000 | Dec 8, 2022 | 23d |
| Nov 21, 2022 | VFC ↗ | VF Corporation | Sale (Full) | Joint | $1,001 - $15,000 | Dec 8, 2022 | 17d |
| Nov 14, 2022 | OKE ↗ | ONEOK Inc | Purchase | Joint | $1,001 - $15,000 | Dec 8, 2022 | 24d |
| Nov 21, 2022 | CR ↗ | Crane Holdings Co | Sale (Full) | Joint | $1,001 - $15,000 | Dec 8, 2022 | 17d |
| Nov 15, 2022 | TXN ↗ | Texas Instruments Incorporated | Purchase | Joint | $1,001 - $15,000 | Dec 8, 2022 | 23d |
| Oct 6, 2022 | JEPI ↗ | JPMorgan Equity Premium Income ETF | Purchase | Joint | $1,001 - $15,000 | Nov 9, 2022 | 34d |
| Oct 19, 2022 | -- ↗ | FS Energy & Power Fund COmmon | Purchase | Joint | $1,001 - $15,000 | Nov 9, 2022 | 21d |
| Oct 7, 2022 | -- ↗ | Inland Real Estate Income Trust | Purchase | Joint | $1,001 - $15,000 | Nov 9, 2022 | 33d |
| Oct 31, 2022 | JPM ↗ | JP Morgan Chase & Co | Purchase | Joint | $1,001 - $15,000 | Nov 9, 2022 | 9d |
| Sep 15, 2022 | NEE ↗ | NextEra Energy Inc | Purchase | Joint | $1,001 - $15,000 | Oct 10, 2022 | 25d |
| Sep 9, 2022 | EMR ↗ | Emerson Electric Company | Purchase | Joint | $1,001 - $15,000 | Oct 10, 2022 | 31d |
| Sep 26, 2022 | WMB ↗ | Williams Companies INc | Purchase | Joint | $1,001 - $15,000 | Oct 10, 2022 | 14d |
| Sep 7, 2022 | JEPI ↗ | JPMorgan Equity Premium Income ETF | Purchase | Joint | $1,001 - $15,000 | Oct 10, 2022 | 33d |
| Sep 20, 2022 | UNH ↗ | UnitedHealth Group Incorporated Common S... | Purchase | Joint | $1,001 - $15,000 | Oct 10, 2022 | 20d |
| Sep 30, 2022 | DGRO ↗ | iShares Core Dividend Growth ETF | Purchase | Joint | $1,001 - $15,000 | Oct 10, 2022 | 10d |
| Sep 16, 2022 | PXD ↗ | Pioneer Natural Resources Company | Purchase | Joint | $15,001 - $50,000 | Oct 10, 2022 | 24d |
| Sep 30, 2022 | DVN ↗ | Devon Energy Corporation | Purchase | Joint | $15,001 - $50,000 | Oct 10, 2022 | 10d |
| Sep 15, 2022 | HD ↗ | Home Depot Inc | Purchase | Joint | $1,001 - $15,000 | Oct 10, 2022 | 25d |
| Sep 12, 2022 | ROK ↗ | Rockwell Automation Inc | Purchase | Joint | $1,001 - $15,000 | Oct 10, 2022 | 28d |
| Sep 9, 2022 | XOM ↗ | Exxon Mobil Corporation | Purchase | Joint | $1,001 - $15,000 | Oct 10, 2022 | 31d |
| Sep 16, 2022 | PXD ↗ | Pioneer Natural Resources Company | Purchase | Joint | $1,001 - $15,000 | Oct 10, 2022 | 24d |
| Sep 30, 2022 | DVN ↗ | Devon Energy Corporation | Purchase | Joint | $1,001 - $15,000 | Oct 10, 2022 | 10d |
| Aug 15, 2022 | ACN ↗ | Accenture plc Class A Ordinary Shares | Purchase | Joint | $1,001 - $15,000 | Sep 15, 2022 | 31d |
| Aug 25, 2022 | ASML ↗ | ASML Holding NV New York Registry Shares | Purchase | Joint | $50,001 - $100,000 | Sep 15, 2022 | 21d |
| Aug 15, 2022 | OKE ↗ | ONEOK Inc | Purchase | Joint | $1,001 - $15,000 | Sep 15, 2022 | 31d |
| Aug 12, 2022 | MMP ↗ | Megellan Midstream Partners LP Limited P... | Purchase | Joint | $1,001 - $15,000 | Sep 15, 2022 | 34d |
| Aug 25, 2022 | PTC ↗ | PTC INc | Purchase | Joint | $15,001 - $50,000 | Sep 15, 2022 | 21d |
| Aug 16, 2022 | TXN ↗ | Texas Instruments Inc | Purchase | Joint | $1,001 - $15,000 | Sep 15, 2022 | 30d |
| Aug 17, 2022 | CTRA ↗ | Coterra Energy Inc | Purchase | Joint | $15,001 - $50,000 | Sep 15, 2022 | 29d |
| Aug 18, 2022 | CDNS ↗ | Cadence Design Systems Inc | Purchase | Joint | $15,001 - $50,000 | Sep 15, 2022 | 28d |
| Jul 31, 2022 | JPM ↗ | JP Morgan Chase & Co | Purchase | Joint | $1,001 - $15,000 | Aug 15, 2022 | 15d |
| Jul 8, 2022 | TIP ↗ | iShares TIPS Bond ETF | Purchase | Joint | $1,001 - $15,000 | Aug 15, 2022 | 38d |
| Jul 13, 2022 | FS ↗ | FS Energy & Power Fund Common | Purchase | Joint | $1,001 - $15,000 | Aug 15, 2022 | 33d |
| Jul 22, 2022 | C ↗ | Citigroup Global Mkts Hldgs In Series A ... | Purchase | Joint | $250,001 - $500,000 | Aug 15, 2022 | 24d |
| Jun 16, 2022 | RTX ↗ | Raytheon Technologies Corporation | Purchase | Joint | $1,001 - $15,000 | Jul 15, 2022 | 29d |
| Jun 16, 2022 | HD ↗ | Home Depot Inc | Purchase | Joint | $1,001 - $15,000 | Jul 15, 2022 | 29d |
| Jun 10, 2022 | ROK ↗ | Rockwell Automation Inc | Purchase | Joint | $1,001 - $15,000 | Jul 15, 2022 | 35d |
| Jun 1, 2022 | INTC ↗ | Intel Corporation | Purchase | Joint | $1,001 - $15,000 | Jul 15, 2022 | 44d |
| Jun 14, 2022 | PXD ↗ | Pioneer Natural Resources Company | Purchase | Joint | $1,001 - $15,000 | Jul 15, 2022 | 31d |
| Jun 30, 2022 | DVN ↗ | Devon Energy Corporation | Purchase | Joint | $15,001 - $50,000 | Jul 15, 2022 | 15d |
| Jun 30, 2022 | DVN ↗ | Devon Energy Corporation | Purchase | Joint | $1,001 - $15,000 | Jul 15, 2022 | 15d |
| Jun 21, 2022 | AGCO ↗ | AGCO Corporation | Purchase | Joint | $1,001 - $15,000 | Jul 15, 2022 | 24d |
| Jun 27, 2022 | WMB ↗ | Williams Companies Inc | Purchase | Joint | $1,001 - $15,000 | Jul 15, 2022 | 18d |
| Jun 10, 2022 | EMR ↗ | Emerson Electric Company | Purchase | Joint | $1,001 - $15,000 | Jul 15, 2022 | 35d |
| Jun 24, 2022 | LMT ↗ | Lockheed Martin Corporation | Purchase | Joint | $1,001 - $15,000 | Jul 15, 2022 | 21d |
| Jun 10, 2022 | XOM ↗ | Exxon Mobil Corporation | Purchase | Joint | $1,001 - $15,000 | Jul 15, 2022 | 35d |
| Jun 14, 2022 | PXD ↗ | Pioneer Natural Resources Company | Purchase | Joint | $15,001 - $50,000 | Jul 15, 2022 | 31d |
| Jun 10, 2022 | CERN ↗ | Cerner Corporation | Sale (Full) | Self | $15,001 - $50,000 | Jul 15, 2022 | 35d |
| Jun 9, 2022 | MSFT ↗ | Microsoft Corporation | Purchase | Joint | $1,001 - $15,000 | Jul 15, 2022 | 36d |
| Jun 7, 2022 | JNJ ↗ | Johnson & Johnson | Purchase | Joint | $1,001 - $15,000 | Jul 15, 2022 | 38d |
| Jun 15, 2022 | NEE ↗ | NextEra Energy Inc | Purchase | Joint | $1,001 - $15,000 | Jul 15, 2022 | 30d |
| May 17, 2022 | TXN ↗ | Texas Instruments Incorporated | Purchase | Joint | $1,001 - $15,000 | Jun 14, 2022 | 28d |
| May 16, 2022 | EXAS ↗ | Exact Sciences Corporation | Sale (Full) | Child | $1,001 - $15,000 | Jun 14, 2022 | 29d |
| May 13, 2022 | ACN ↗ | Accenture plc Class A Ordinary Shares | Purchase | Joint | $1,001 - $15,000 | Jun 14, 2022 | 32d |
| May 16, 2022 | MTBC ↗ | CareCloud Inc | Sale (Full) | Child | $1,001 - $15,000 | Jun 14, 2022 | 29d |
| May 13, 2022 | MMP ↗ | Magellan Midstream partners LP Limited P... | Purchase | Joint | $1,001 - $15,000 | Jun 14, 2022 | 32d |
| May 11, 2022 | ABB ↗ | ABB Ltf | Purchase | Joint | $1,001 - $15,000 | Jun 14, 2022 | 34d |
| May 16, 2022 | OKE ↗ | OKEOK Inc | Purchase | Joint | $1,001 - $15,000 | Jun 14, 2022 | 29d |
| Apr 7, 2022 | -- ↗ | Inland Real Estate Income Common | Purchase | Joint | $1,001 - $15,000 | May 12, 2022 | 35d |
| Apr 8, 2022 | HON ↗ | Honeywell International Inc | Sale (Full) | Joint | $250,001 - $500,000 | May 12, 2022 | 34d |
| Apr 22, 2022 | IQV ↗ | IQVIA Holdings Inc | Sale (Full) | Child | $1,001 - $15,000 | May 12, 2022 | 20d |
| Apr 14, 2022 | -- ↗ | FS Energy & Power Fund Common | Purchase | Joint | $1,001 - $15,000 | May 12, 2022 | 28d |
| Apr 22, 2022 | AHCO ↗ | AdaptHealth Corp | Sale (Full) | Child | $1,001 - $15,000 | May 12, 2022 | 20d |
| Apr 1, 2022 | AHCO ↗ | AdaptHealth Corp | Sale (Full) | Joint | $50,001 - $100,000 | May 12, 2022 | 41d |
| Apr 30, 2022 | JPM ↗ | JP Morgan Chase & Co | Purchase | Joint | $1,001 - $15,000 | May 12, 2022 | 12d |
| Apr 12, 2022 | MDLZ ↗ | Mondelez International Inc - Class A | Sale (Partial) | Joint | $15,001 - $50,000 | May 12, 2022 | 30d |
| Apr 12, 2022 | -- ↗ | Bank of Montreal Ser G MTN | Purchase | Joint | $500,001 - $1,000,000 | May 12, 2022 | 30d |
| Mar 15, 2022 | NEE ↗ | NextEra Energy Inc | Purchase | Joint | $1,001 - $15,000 | Apr 12, 2022 | 28d |
| Mar 8, 2022 | JNJ ↗ | Johnson & Johnson | Purchase | Joint | $1,001 - $15,000 | Apr 12, 2022 | 35d |
| Mar 24, 2022 | RTX ↗ | Raytheon Technologies Corporation | Purchase | Joint | $1,001 - $15,000 | Apr 12, 2022 | 19d |
| Mar 18, 2022 | C ↗ | Citigroup Global Markets Holdings MTN 03... | Purchase | Joint | $250,001 - $500,000 | Apr 12, 2022 | 25d |
| Mar 22, 2022 | UNH ↗ | UnitedHealth Group Incorporated Common S... | Purchase | Joint | $1,001 - $15,000 | Apr 12, 2022 | 21d |
| Mar 10, 2022 | MSFT ↗ | Microsoft Corporation | Purchase | Joint | $1,001 - $15,000 | Apr 12, 2022 | 33d |
| Mar 10, 2022 | ROK ↗ | Rockwell Automation Inc | Purchase | Joint | $1,001 - $15,000 | Apr 12, 2022 | 33d |
| Mar 1, 2022 | INTC ↗ | Intel Corporation | Purchase | Joint | $1,001 - $15,000 | Apr 12, 2022 | 42d |
| Mar 10, 2022 | EMR ↗ | Emerson Electric Company | Purchase | Joint | $1,001 - $15,000 | Apr 12, 2022 | 33d |
| Mar 31, 2022 | DVN ↗ | Devon Energy Corporation | Purchase | Joint | $1,001 - $15,000 | Apr 12, 2022 | 12d |
| Mar 23, 2022 | MS ↗ | Morgan Stanley Fin LLC Ser A MTN 09/23/2... | Sale (Full) | Joint | $250,001 - $500,000 | Apr 12, 2022 | 20d |
| Mar 14, 2022 | PXD ↗ | Pioneer Natural Resources Company | Purchase | Joint | $1,001 - $15,000 | Apr 12, 2022 | 29d |
| Mar 14, 2022 | PXD ↗ | Pioneer Natural Resource Company | Purchase | Joint | $1,001 - $15,000 | Apr 12, 2022 | 29d |
| Mar 11, 2022 | HON ↗ | Honeywell International Inc | Purchase | Joint | $1,001 - $15,000 | Apr 12, 2022 | 32d |
| Mar 24, 2022 | HD ↗ | Home Depot Inc | Purchase | Joint | $1,001 - $15,000 | Apr 12, 2022 | 19d |
| Mar 28, 2022 | WMB ↗ | Williams Companies Inc | Purchase | Joint | $1,001 - $15,000 | Apr 12, 2022 | 15d |
| Mar 25, 2022 | LMT ↗ | Lockheed Martin Corporation | Purchase | Joint | $1,001 - $15,000 | Apr 12, 2022 | 18d |
| Mar 10, 2022 | XOM ↗ | Exxon Mobil Corporation | Purchase | Joint | $1,001 - $15,000 | Apr 12, 2022 | 33d |
| Mar 31, 2022 | DVN ↗ | Devon Energy Corporation | Purchase | Joint | $15,001 - $50,000 | Apr 12, 2022 | 12d |
| Feb 14, 2022 | OKE ↗ | OKEOK Inc | Purchase | Joint | $1,001 - $15,000 | Mar 7, 2022 | 21d |
| Feb 14, 2022 | MMP ↗ | Magellan Midstream Partners LP Limited P... | Purchase | Joint | $1,001 - $15,000 | Mar 7, 2022 | 21d |
| Feb 7, 2022 | TXN ↗ | Texas Instruments Incorprated | Purchase | Joint | $1,001 - $15,000 | Mar 7, 2022 | 28d |
Showing 1 to 500 out of 903 results