STOCK Act Trading Log

Sheldon Whitehouse Stock Trades

Detailed transaction history for this member.

Last Sync 7/28/2026
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Sheldon Whitehouse

Sheldon Whitehouse

senate Democrat RI W000802

971 trades tracked · 129 spouse · 206 late filings · avg lag 97.5d

Official site ↗

Committees

  • Senate Committee on Environment and Public Works
  • SSEV09
  • SSEV10
  • SSEV15
  • SSEV08
  • Senate Committee on Finance
  • SSFI10
  • SSFI13
  • +9 more

Est. volume

$14,503,500

Range midpoints

Buys / Sells

490 / 453

Spouse share

13.3%

Late (>45d)

206

Tx Date Ticker Asset Type Owner Amount Disclosed Lag
Jun 30, 2026 NVDA NVIDIA Corporation Sale Self $15,001 - $50,000 Jul 8, 2026 8d
Jun 25, 2026 COHR Coherent Corp Purchase Self $15,001 - $50,000 Jul 8, 2026 13d
Jun 24, 2026 AAPL Apple Inc Sale Self $15,001 - $50,000 Jul 8, 2026 14d
Jun 25, 2026 MU Micron Technology Inc Purchase Self $1,001 - $15,000 Jul 8, 2026 13d
Jun 25, 2026 CCI Crown Castle International Corp Sale Self $1,001 - $15,000 Jul 8, 2026 13d
Jun 24, 2026 AAPL Apple Inc Sale Spouse $15,001 - $50,000 Jul 8, 2026 14d
May 8, 2026 NVDA NVIDIA Corporation Sale Self $100,001 - $250,000 Jun 2, 2026 25d
May 7, 2026 ORCL Oracle Corp Sale Self $15,001 - $50,000 Jun 2, 2026 26d
May 8, 2026 NVDA NVIDIA Corporation Sale Spouse $100,001 - $250,000 Jun 2, 2026 25d
Apr 13, 2026 JPM JPMorgan Chase & Co Sale Self $15,001 - $50,000 May 4, 2026 21d
Mar 30, 2026 PEP PepsiCo Inc Sale Spouse $1,001 - $15,000 Apr 8, 2026 9d
Feb 23, 2026 VZ Verizon Communications Inc Sale Spouse $1,001 - $15,000 Mar 6, 2026 11d
Feb 23, 2026 PEP PepsiCo Inc Sale Spouse $1,001 - $15,000 Mar 6, 2026 11d
Feb 23, 2026 MA Mastercard Inc Sale Spouse $1,001 - $15,000 Mar 6, 2026 11d
Feb 23, 2026 HD The Home Depot Inc Sale Self $1,001 - $15,000 Mar 6, 2026 11d
Feb 23, 2026 PEP PepsiCo Inc Sale Self $1,001 - $15,000 Mar 6, 2026 11d
Jan 9, 2026 SBUX Starbucks Corp Sale (Full) Spouse $1,001 - $15,000 Feb 4, 2026 26d
Jan 9, 2026 SBUX Starbucks Corp Sale Spouse $1,001 - $15,000 Feb 4, 2026 26d
Jan 9, 2026 NVDA NVIDIA Corporation Sale Spouse $1,001 - $15,000 Feb 4, 2026 26d
Jan 9, 2026 SBUX Starbucks Corp Sale (Full) Self $1,001 - $15,000 Feb 4, 2026 26d
Jan 9, 2026 MCD McDonald's Corp Sale Spouse $15,001 - $50,000 Feb 4, 2026 26d
Jan 9, 2026 NVDA Nvidia Corp Sale (Partial) Spouse $1,001 - $15,000 Feb 4, 2026 26d
Jan 9, 2026 NVDA Nvidia Corp Sale (Partial) Self $1,001 - $15,000 Feb 4, 2026 26d
Jan 9, 2026 HD The Home Depot Inc Sale Self $1,001 - $15,000 Feb 4, 2026 26d
Jan 9, 2026 HD Home Depot Sale (Partial) Self $1,001 - $15,000 Feb 4, 2026 26d
Jan 9, 2026 MCD McDonald's Corp Sale (Full) Spouse $15,001 - $50,000 Feb 4, 2026 26d
Jan 9, 2026 NVDA NVIDIA Corporation Sale Self $1,001 - $15,000 Feb 4, 2026 26d
Jan 9, 2026 SBUX Starbucks Corp Sale Self $1,001 - $15,000 Feb 4, 2026 26d
Nov 21, 2025 HSY Hershey Foods Corp Purchase Self $1,001 - $15,000 Dec 1, 2025 10d
Nov 21, 2025 KO Coca-Cola Company Purchase Self $1,001 - $15,000 Dec 1, 2025 10d
Nov 21, 2025 GH Guardant Health Inc Purchase Self $1,001 - $15,000 Dec 1, 2025 10d
Nov 21, 2025 KO The Coca-Cola Co Purchase Self $1,001 - $15,000 Dec 1, 2025 10d
Nov 21, 2025 HSY The Hershey Co Purchase Self $1,001 - $15,000 Dec 1, 2025 10d
Oct 27, 2025 PGR Progressive Corp Sale (Full) Spouse $15,001 - $50,000 Nov 3, 2025 7d
Oct 20, 2025 NVDA NVIDIA Corporation Sale Self $15,001 - $50,000 Nov 3, 2025 14d
Oct 27, 2025 PGR The Progressive Corp Sale Spouse $15,001 - $50,000 Nov 3, 2025 7d
Oct 20, 2025 NVDA Nvidia Corp Sale (Partial) Self $15,001 - $50,000 Nov 3, 2025 14d
Sep 4, 2025 UNH Unitedhealth Group Inc Sale (Full) Self $15,001 - $50,000 Oct 3, 2025 29d
Sep 4, 2025 VZ Verizon Communications Inc Sale (Full) Self $1,001 - $15,000 Oct 3, 2025 29d
Sep 4, 2025 HON Honeywell International Inc Sale Self $15,001 - $50,000 Oct 3, 2025 29d
Sep 4, 2025 AMGN Amgen Inc Sale Self $1,001 - $15,000 Oct 3, 2025 29d
Sep 4, 2025 AMGN Amgen Inc Sale (Full) Self $1,001 - $15,000 Oct 3, 2025 29d
Sep 4, 2025 AAPL Apple Inc Sale Self $15,001 - $50,000 Oct 3, 2025 29d
Sep 4, 2025 NVDA NVIDIA Corporation Sale Self $15,001 - $50,000 Oct 3, 2025 29d
Sep 4, 2025 MSFT Microsoft Corp Sale Self $15,001 - $50,000 Oct 3, 2025 29d
Sep 4, 2025 MSFT Microsoft Corp Sale (Partial) Self $15,001 - $50,000 Oct 3, 2025 29d
Sep 4, 2025 AAPL Apple Inc Sale (Partial) Self $15,001 - $50,000 Oct 3, 2025 29d
Sep 4, 2025 NVDA Nvidia Corp Sale (Partial) Self $15,001 - $50,000 Oct 3, 2025 29d
Sep 4, 2025 HON Honeywell International Inc Sale (Full) Self $15,001 - $50,000 Oct 3, 2025 29d
Sep 4, 2025 UNH Unitedhealth Group Inc Sale Self $15,001 - $50,000 Oct 3, 2025 29d
Sep 4, 2025 VZ Verizon Communications Inc Sale Self $1,001 - $15,000 Oct 3, 2025 29d
Aug 28, 2025 UNH Unitedhealth Group Inc Sale (Full) Spouse $15,001 - $50,000 Sep 3, 2025 6d
Aug 28, 2025 DHR Danaher Corp Sale Self $1,001 - $15,000 Sep 3, 2025 6d
Aug 28, 2025 KVUE KENVUE INC Sale Spouse $1,001 - $15,000 Sep 3, 2025 6d
Aug 28, 2025 LRCX Lam Research Corp Sale Spouse $15,001 - $50,000 Sep 3, 2025 6d
Aug 28, 2025 UNH Unitedhealth Group Inc Sale Spouse $15,001 - $50,000 Sep 3, 2025 6d
Aug 28, 2025 LRCX Lam Research Corp Sale (Partial) Spouse $15,001 - $50,000 Sep 3, 2025 6d
Aug 28, 2025 KVUE Kenvue Inc Sale (Full) Spouse $1,001 - $15,000 Sep 3, 2025 6d
Aug 28, 2025 DHR Danaher Corp Sale (Full) Self $1,001 - $15,000 Sep 3, 2025 6d
Jul 7, 2025 NVDA NVIDIA Corporation Sale Spouse $15,001 - $50,000 Aug 4, 2025 28d
Jul 3, 2025 ADI Analog Devices Sale (Full) Self $15,001 - $50,000 Aug 4, 2025 32d
Jul 7, 2025 NVDA Nvidia Corp Sale (Partial) Spouse $15,001 - $50,000 Aug 4, 2025 28d
Jul 3, 2025 ADI Analog Devices Inc Sale Self $15,001 - $50,000 Aug 4, 2025 32d
Apr 14, 2025 NVDA Nvidia Corp Sale (Partial) Spouse $15,001 - $50,000 May 13, 2025 29d
Apr 11, 2025 SBUX Starbucks Corp Sale (Partial) Self $1,001 - $15,000 May 13, 2025 32d
Apr 14, 2025 AAPL Apple Inc Sale (Partial) Self $15,001 - $50,000 May 13, 2025 29d
Apr 29, 2025 EL Estee Lauder Companies Sale (Full) Self $1,001 - $15,000 May 13, 2025 14d
Apr 14, 2025 SBUX Starbucks Corp Sale (Partial) Self $15,001 - $50,000 May 13, 2025 29d
Apr 14, 2025 NVDA NVIDIA Corporation Sale Spouse $15,001 - $50,000 May 13, 2025 29d
Apr 11, 2025 SBUX Starbucks Corp Sale Spouse $1,001 - $15,000 May 13, 2025 32d
Apr 29, 2025 EL The Estee Lauder Cos Inc Sale Self $1,001 - $15,000 May 13, 2025 14d
Apr 3, 2025 HON Honeywell International Inc Sale Spouse $15,001 - $50,000 May 13, 2025 40d
Apr 3, 2025 HON Honeywell International Inc Sale (Full) Spouse $15,001 - $50,000 May 13, 2025 40d
Apr 11, 2025 SBUX Starbucks Corp Sale Self $1,001 - $15,000 May 13, 2025 32d
Apr 11, 2025 SBUX Starbucks Corporation - Common Stock Sale (Partial) Spouse $1,001 - $15,000 May 13, 2025 32d
Apr 14, 2025 SBUX Starbucks Corp Sale Self $15,001 - $50,000 May 13, 2025 29d
Apr 14, 2025 AAPL Apple Inc Sale Self $15,001 - $50,000 May 13, 2025 29d
Jan 6, 2025 NVDA Nvidia Corp Sale (Partial) Self $15,001 - $50,000 Jan 8, 2025 2d
Dec 19, 2024 LRCX Lam Research Corp Sale (Full) Self $15,001 - $50,000 Jan 8, 2025 20d
Dec 19, 2024 AAPL Apple Inc Sale (Partial) Self $15,001 - $50,000 Jan 8, 2025 20d
Nov 19, 2024 MET Metlife Inc Sale (Full) Spouse $1,001 - $15,000 Dec 5, 2024 16d
Nov 18, 2024 KVUE Kenvue Inc Sale (Full) Self $1,001 - $15,000 Dec 5, 2024 17d
Oct 29, 2024 DIS Walt Disney Company Sale (Full) Spouse $1,001 - $15,000 Nov 7, 2024 9d
Oct 28, 2024 TSLA Tesla Inc Sale (Full) Spouse $100,001 - $250,000 Nov 7, 2024 10d
Oct 29, 2024 MA Mastercard Inc Sale (Partial) Self $1,001 - $15,000 Nov 7, 2024 9d
Oct 8, 2024 KO Coca-Cola Company Purchase Self $1,001 - $15,000 Nov 7, 2024 30d
Oct 8, 2024 CELH Celsius Holdings Inc Sale (Full) Self $1,001 - $15,000 Nov 7, 2024 30d
Oct 28, 2024 TSLA Tesla Inc Sale (Full) Self $15,001 - $50,000 Nov 7, 2024 10d
Oct 30, 2024 LLY Eli Lilly and Company Purchase Self $15,001 - $50,000 Nov 7, 2024 8d
Oct 29, 2024 SBUX Starbucks Corp Sale (Partial) Self $1,001 - $15,000 Nov 7, 2024 9d
Oct 29, 2024 VZ Verizon Communications Inc Sale (Partial) Self $1,001 - $15,000 Nov 7, 2024 9d
Oct 11, 2024 TSLA Tesla Inc Sale (Partial) Self $15,001 - $50,000 Nov 7, 2024 27d
Oct 29, 2024 HON Honeywell International Inc Sale (Partial) Self $1,001 - $15,000 Nov 7, 2024 9d
Oct 29, 2024 MA Mastercard Inc Sale (Partial) Spouse $1,001 - $15,000 Nov 7, 2024 9d
Oct 29, 2024 VZ Verizon Communications Inc Sale (Partial) Spouse $1,001 - $15,000 Nov 7, 2024 9d
Oct 29, 2024 SBUX Starbucks Corp Sale (Partial) Spouse $1,001 - $15,000 Nov 7, 2024 9d
Sep 17, 2024 AMGN Amgen Inc Sale (Partial) Self $1,001 - $15,000 Oct 10, 2024 23d
Aug 15, 2024 SNOW Snowflake Inc Cl A Sale (Full) Spouse $1,001 - $15,000 Sep 4, 2024 20d
Jul 3, 2024 MCD McDonald's Corp Sale (Full) Self $1,001 - $15,000 Aug 21, 2024 49d
Jul 3, 2024 JNJ Johnson & Johnson Sale (Full) Self $15,001 - $50,000 Aug 21, 2024 49d
Jul 25, 2024 DIS Walt Disney Company Sale (Full) Self $1,001 - $15,000 Aug 21, 2024 27d
Jul 30, 2024 CAG Conagra Brands Inc Sale (Full) Self $1,001 - $15,000 Aug 21, 2024 22d
Jul 3, 2024 JNJ Johnson & Johnson Sale (Full) Spouse $15,001 - $50,000 Aug 21, 2024 49d
Jul 30, 2024 CAG Conagra Brands Inc Sale (Full) Spouse $1,001 - $15,000 Aug 21, 2024 22d
Jun 27, 2024 GS Goldman Sachs Group, Inc. (The) Common S... Purchase Self $1,001 - $15,000 Jul 16, 2024 19d
Jun 13, 2024 MSFT Microsoft Corp Purchase Self $1,001 - $15,000 Jul 16, 2024 33d
Jun 13, 2024 HD Home Depot Purchase Self $1,001 - $15,000 Jul 16, 2024 33d
May 8, 2024 DEO Diageo Plc ADR Sale (Full) Self $15,001 - $50,000 Jun 6, 2024 29d
May 10, 2024 CCI Crown Castle Inc Purchase Self $1,001 - $15,000 Jun 6, 2024 27d
Apr 9, 2024 DHR Danaher Corp Sale (Full) Spouse $15,001 - $50,000 May 20, 2024 41d
Apr 9, 2024 IR Ingersoll Rand Inc Sale (Full) Spouse $1,001 - $15,000 May 20, 2024 41d
Apr 9, 2024 UL Unilever Plc ADR Sale (Full) Spouse $1,001 - $15,000 May 20, 2024 41d
Apr 9, 2024 NVS Novartis Ag ADR Sale (Partial) Self $1,001 - $15,000 May 20, 2024 41d
Apr 9, 2024 RTX RTX Corporation Common Stock Sale (Full) Spouse $15,001 - $50,000 May 20, 2024 41d
Mar 13, 2024 CMCSA Comcast Corp A Sale (Full) Self $15,001 - $50,000 Apr 24, 2024 42d
Mar 22, 2024 UL Unilever Plc ADR Sale (Full) Self $1,001 - $15,000 Apr 24, 2024 33d
Dec 7, 2023 TGT Target Corp Sale (Full) Self $15,001 - $50,000 Jan 18, 2024 42d
Dec 14, 2023 LLY Eli Lilly and Company Purchase Spouse $1,001 - $15,000 Jan 18, 2024 35d
Dec 14, 2023 SNOW Snowflake Inc Cl A Purchase Spouse $1,001 - $15,000 Jan 18, 2024 35d
Dec 7, 2023 KO Coca-Cola Company Purchase Self $1,001 - $15,000 Jan 18, 2024 42d
Dec 11, 2023 PFE Pfizer Inc Sale (Full) Self $1,001 - $15,000 Jan 18, 2024 38d
Nov 16, 2023 KMB Kimberly-Clark Corp Sale (Full) Self $50,001 - $100,000 Dec 7, 2023 21d
Nov 8, 2023 CELH Celsius Holdings Inc Purchase Self $1,001 - $15,000 Dec 7, 2023 29d
Nov 29, 2023 VLTO Veralto Corporation Sale (Full) Spouse $1,001 - $15,000 Dec 7, 2023 8d
Nov 29, 2023 VLTO Veralto Corporation Sale (Full) Self $1,001 - $15,000 Dec 7, 2023 8d
Sep 20, 2023 WBD Warner Bros. Discovery, Inc. - Series A ... Sale (Full) Self $1,001 - $15,000 Oct 17, 2023 27d
Sep 20, 2023 IR Ingersoll Rand Inc Sale (Full) Self $1,001 - $15,000 Oct 17, 2023 27d
Sep 20, 2023 VZ Verizon Communications Inc Purchase Self $1,001 - $15,000 Oct 17, 2023 27d
Sep 20, 2023 INTC Intel Corp Sale (Full) Spouse $1,001 - $15,000 Oct 17, 2023 27d
Sep 20, 2023 LLY Eli Lilly and Company Purchase Self $15,001 - $50,000 Oct 17, 2023 27d
Sep 20, 2023 MET Metlife Inc Sale (Full) Self $1,001 - $15,000 Oct 17, 2023 27d
Sep 20, 2023 MMM 3M Company Sale (Full) Self $15,001 - $50,000 Oct 17, 2023 27d
Sep 20, 2023 T AT&T Inc Sale (Full) Self $15,001 - $50,000 Oct 17, 2023 27d
Sep 20, 2023 KVUE Kenvue Inc Purchase Self $1,001 - $15,000 Oct 17, 2023 27d
Sep 20, 2023 PYPL Paypal Holdings Sale (Full) Spouse $1,001 - $15,000 Oct 17, 2023 27d
Sep 20, 2023 C Citigroup Inc Sale (Full) Spouse $1,001 - $15,000 Oct 17, 2023 27d
Sep 20, 2023 T AT&T Inc Sale (Full) Spouse $1,001 - $15,000 Oct 17, 2023 27d
Sep 20, 2023 BTO John Hancock Financial Opportunities Fun... Sale (Full) Spouse $1,001 - $15,000 Oct 17, 2023 27d
Sep 20, 2023 WBD Warner Bros. Discovery, Inc. - Series A ... Sale (Full) Spouse $1,001 - $15,000 Oct 17, 2023 27d
Sep 20, 2023 NVS Novartis Ag ADR Purchase Self $15,001 - $50,000 Oct 17, 2023 27d
Sep 20, 2023 TSLA Tesla Inc Purchase Self $1,001 - $15,000 Oct 17, 2023 27d
Sep 20, 2023 SQ Block, Inc. Class A Common Stock, Sale (Full) Self $1,001 - $15,000 Oct 17, 2023 27d
Aug 24, 2023 JNJ Johnson & Johnson Common Stock (Exchange... Exchange Spouse $1,001 - $15,000 Oct 3, 2023 40d
Aug 24, 2023 JNJ Johnson & Johnson Common Stock (Exchange... Exchange Self $1,001 - $15,000 Oct 3, 2023 40d
Aug 24, 2023 KVUE KENVUE INC Exchange Self $1,001 - $15,000 Oct 3, 2023 40d
Aug 24, 2023 KVUE KENVUE INC Exchange Spouse $1,001 - $15,000 Oct 3, 2023 40d
Apr 18, 2023 ESS Essex Property Trust, Inc. Common Stock Sale (Full) Spouse $1,001 - $15,000 May 17, 2023 29d
Apr 18, 2023 ESS Essex Property Trust, Inc. Common Stock Sale (Full) Self $1,001 - $15,000 May 17, 2023 29d
Nov 29, 2022 C Citigroup, Inc. Common Stock Sale (Full) Spouse $1,001 - $15,000 Dec 30, 2022 31d
Nov 29, 2022 C Citigroup, Inc. Common Stock Sale (Full) Self $1,001 - $15,000 Dec 30, 2022 31d
Apr 11, 2022 T AT&T Inc. (Exchanged) Warner Bros. Disco... Exchange Spouse $1,001 - $15,000 May 24, 2022 43d
Apr 11, 2022 WBD Warner Bros Discover Inc Exchange Self $1,001 - $15,000 May 24, 2022 43d
Apr 11, 2022 T AT&T Inc. (Exchanged) Warner Bros. Disco... Exchange Self $1,001 - $15,000 May 24, 2022 43d
Apr 11, 2022 WBD Warner Bros Discover Inc Exchange Spouse $1,001 - $15,000 May 24, 2022 43d
Jan 28, 2022 TGT Target Corporation Common Stock Purchase Self $15,001 - $50,000 Mar 16, 2022 47d
Jan 28, 2022 TSLA Tesla, Inc. - Common Stock Purchase Self $15,001 - $50,000 Mar 16, 2022 47d
Aug 30, 2021 BABA Alibaba Group Holding Limited American D... Sale (Full) Spouse $1,001 - $15,000 Sep 13, 2021 14d
Aug 30, 2021 T AT&T Inc. Sale (Full) Joint $15,001 - $50,000 Sep 13, 2021 14d
Aug 30, 2021 MCHP Microchip Technology Incorporated - Comm... Sale (Full) Joint $15,001 - $50,000 Sep 13, 2021 14d
Oct 9, 2020 FTV Fortive Corporation (Exchanged) Vontier ... Exchange Self $1,001 - $15,000 Aug 6, 2021 301d
Apr 28, 2021 INTC Intel Corporation Sale (Full) Self $15,001 - $50,000 Jun 6, 2021 39d
Oct 9, 2020 FTVVNT Fortive Corporation (Exchanged) <br> Von... Exchange Self $1,001 - $15,000 Nov 19, 2020 41d
Oct 9, 2020 FTV Fortive Corporation (Exchanged) Vontier ... Exchange Self $1,001 - $15,000 Nov 19, 2020 41d
Sep 30, 2020 TT Trane Technologies plc Sale (Full) Self $15,001 - $50,000 Oct 27, 2020 27d
Sep 9, 2020 CB Chubb Limited Sale (Full) Joint $15,001 - $50,000 Oct 27, 2020 48d
Sep 30, 2020 TT Trane Technologies plc Sale (Full) Joint $15,001 - $50,000 Oct 27, 2020 27d
Jul 5, 2019 IBM International Business Machines Corporat... Sale (Full) Self $1,001 - $15,000 Aug 7, 2020 399d
Jul 5, 2019 IBM International Business Machines Corporat... Sale (Full) Spouse $1,001 - $15,000 Aug 7, 2020 399d
Apr 7, 2020 CARR Carrier Global Corporation Sale (Full) Self $1,001 - $15,000 May 27, 2020 50d
Apr 7, 2020 OTIS Otis Worldwide Corporation Sale (Full) Self $1,001 - $15,000 May 27, 2020 50d
Apr 7, 2020 OTIS Otis Worldwide Corporation Sale (Full) Joint $1,001 - $15,000 May 27, 2020 50d
Apr 3, 2020 RTX UTX - United Technologies Corporation (E... Exchange Self $15,001 - $50,000 May 27, 2020 54d
Apr 3, 2020 RTN Raytheon Company (Exchanged) Raytheon Te... Exchange Joint $15,001 - $50,000 May 27, 2020 54d
Apr 7, 2020 UTX Raytheon Technologies Corporation (Excha... Exchange Joint $1,001 - $15,000 May 27, 2020 50d
Apr 7, 2020 CARR Carrier Global Corporation Sale (Full) Joint $1,001 - $15,000 May 27, 2020 50d
Apr 7, 2020 UTX Raytheon Technologies Corporation (Excha... Exchange Self $1,001 - $15,000 May 27, 2020 50d
Mar 11, 2020 SIEGY Siemens Aktiengesellschaft Sale (Full) Self $15,001 - $50,000 Apr 14, 2020 34d
Mar 11, 2020 ILMN Illumina, Inc. Sale (Full) Self $1,001 - $15,000 Apr 14, 2020 34d
Mar 11, 2020 CGNX Cognex Corporation Sale (Full) Self $15,001 - $50,000 Apr 14, 2020 34d
Feb 13, 2020 DLR Digital Realty Trust, Inc. Purchase Self $15,001 - $50,000 Mar 31, 2020 47d
Feb 13, 2020 WM Waste Management, Inc. Sale (Full) Self $15,001 - $50,000 Mar 31, 2020 47d
Dec 19, 2019 IBM International Business Machines Corporat... Sale (Full) Joint $1,001 - $15,000 Jan 8, 2020 20d
Aug 27, 2019 T AT&T Inc. Purchase Self $1,001 - $15,000 Oct 8, 2019 42d
Aug 27, 2019 TSLA Tesla, Inc. Sale (Full) Self $15,001 - $50,000 Oct 8, 2019 42d
Aug 27, 2019 TSLA Tesla, Inc. Sale (Full) Joint $1,001 - $15,000 Oct 8, 2019 42d
Aug 27, 2019 CVS CVS Health Corporation Purchase Self $1,001 - $15,000 Oct 8, 2019 42d
Jun 5, 2019 NSRGY Nestlé S.A. Sale (Full) Joint $15,001 - $50,000 Jul 18, 2019 43d
Jun 5, 2019 KO The Coca-Cola Company Purchase Self $1,001 - $15,000 Jul 18, 2019 43d
May 17, 2019 NVDA NVIDIA Corporation Purchase Joint $1,001 - $15,000 Jun 11, 2019 25d
May 16, 2019 CVS CVS Health Corporation Purchase Self $1,001 - $15,000 Jun 11, 2019 26d
Apr 18, 2019 INTC Intel Corporation Purchase Self $15,001 - $50,000 May 8, 2019 20d
Apr 18, 2019 INTC Intel Corporation Purchase Spouse $1,001 - $15,000 May 8, 2019 20d
Apr 18, 2019 SQ Square, Inc. Purchase Self $1,001 - $15,000 May 8, 2019 20d
Apr 18, 2019 SIEGY Siemens Aktiengesellschaft Purchase Self $15,001 - $50,000 May 8, 2019 20d
Apr 18, 2019 MCD McDonald's Corporation Purchase Joint $1,001 - $15,000 May 8, 2019 20d
Apr 18, 2019 PGR The Progressive Corporation Purchase Spouse $1,001 - $15,000 May 8, 2019 20d
Apr 18, 2019 CGNX Cognex Corporation Purchase Self $15,001 - $50,000 May 8, 2019 20d
Apr 18, 2019 TEL TE Connectivity Ltd. Sale (Full) Joint $1,001 - $15,000 May 8, 2019 20d
Apr 18, 2019 T AT&T Inc. Purchase Self $1,001 - $15,000 May 8, 2019 20d
Apr 18, 2019 VZ Verizon Communications Inc. Purchase Self $1,001 - $15,000 May 8, 2019 20d
Mar 15, 2019 BA The Boeing Company Sale (Full) Joint $15,001 - $50,000 Apr 17, 2019 33d
Mar 22, 2019 BIIB Biogen Inc. Sale (Full) Spouse $1,001 - $15,000 Apr 17, 2019 26d
Mar 15, 2019 BA The Boeing Company Sale (Full) Spouse $1,001 - $15,000 Apr 17, 2019 33d
Feb 27, 2019 PG The Procter & Gamble Company Purchase Joint $1,001 - $15,000 Mar 25, 2019 26d
Feb 27, 2019 PEP PepsiCo, Inc. Purchase Joint $1,001 - $15,000 Mar 25, 2019 26d
Feb 27, 2019 T AT&T Inc. Purchase Joint $1,001 - $15,000 Mar 25, 2019 26d
Feb 27, 2019 NFLX Netflix, Inc. Sale (Partial) Spouse $1,001 - $15,000 Mar 25, 2019 26d
Feb 27, 2019 NSRGY Nestlé S.A. Sale (Partial) Joint $15,001 - $50,000 Mar 25, 2019 26d
Feb 27, 2019 FB Facebook, Inc. Sale (Full) Joint $15,001 - $50,000 Mar 25, 2019 26d
Feb 12, 2019 HAS Hasbro, Inc. Sale (Partial) Self $15,001 - $50,000 Mar 25, 2019 41d
Jan 24, 2019 T AT&T Inc. Purchase Self $1,001 - $15,000 Feb 12, 2019 19d
Dec 4, 2018 FB Facebook, Inc. Sale (Full) Spouse $1,001 - $15,000 Jan 10, 2019 37d
Dec 4, 2018 ETN Eaton Corporation plc Sale (Full) Joint $1,001 - $15,000 Jan 10, 2019 37d
Dec 4, 2018 BUD Anheuser-Busch InBev SA/NV Sale (Full) Joint $1,001 - $15,000 Jan 10, 2019 37d
Dec 4, 2018 REZI Resideo Technologies, Inc. Sale (Full) Joint $1,001 - $15,000 Jan 10, 2019 37d
Dec 28, 2018 F Ford Motor Company Sale (Full) Joint $1,001 - $15,000 Jan 10, 2019 13d
Dec 4, 2018 UNP Union Pacific Corporation Sale (Partial) Self $15,001 - $50,000 Jan 10, 2019 37d
Dec 28, 2018 NVDA NVIDIA Corporation Purchase Joint $1,001 - $15,000 Jan 10, 2019 13d
Dec 28, 2018 BMY Bristol-Myers Squibb Company Sale (Full) Joint $15,001 - $50,000 Jan 10, 2019 13d
Dec 28, 2018 AMZN Amazon.com, Inc. Purchase Joint $1,001 - $15,000 Jan 10, 2019 13d
Dec 3, 2018 BUD Anheuser-Busch InBev SA/NV Sale (Full) Self $15,001 - $50,000 Jan 10, 2019 38d
Dec 3, 2018 REZI Resideo Technologies, Inc. Sale (Full) Self $1,001 - $15,000 Jan 10, 2019 38d
Dec 28, 2018 F Ford Motor Company Sale (Full) Self $1,001 - $15,000 Jan 10, 2019 13d
Dec 19, 2018 COF Capital One Financial Corporation Sale (Full) Self $1,001 - $15,000 Jan 10, 2019 22d
Dec 28, 2018 TSLA Tesla, Inc. Purchase Self $1,001 - $15,000 Jan 10, 2019 13d
Dec 28, 2018 SQ Square, Inc. Purchase Self $1,001 - $15,000 Jan 10, 2019 13d
Dec 4, 2018 AAPL Apple Inc. Sale (Partial) Self $15,001 - $50,000 Jan 10, 2019 37d
Dec 4, 2018 GS The Goldman Sachs Group, Inc. Sale (Full) Joint $15,001 - $50,000 Jan 10, 2019 37d
Dec 28, 2018 T AT&T Inc. Sale (Partial) Joint $1,001 - $15,000 Jan 10, 2019 13d
Dec 28, 2018 TSLA Tesla, Inc. Purchase Joint $1,001 - $15,000 Jan 10, 2019 13d
Dec 3, 2018 C Citigroup Inc. Sale (Full) Self $1,001 - $15,000 Jan 10, 2019 38d
Dec 28, 2018 ILMN Illumina, Inc. Purchase Self $1,001 - $15,000 Jan 10, 2019 13d
Nov 19, 2018 IBM International Business Machines Corporat... Sale (Partial) Self $1,001 - $15,000 Dec 21, 2018 32d
Nov 19, 2018 IBM International Business Machines Corporat... Sale (Partial) Joint $1,001 - $15,000 Dec 21, 2018 32d
Nov 19, 2018 F Ford Motor Company Sale (Partial) Joint $1,001 - $15,000 Dec 21, 2018 32d
Nov 29, 2018 AET Aetna Inc. (Exchanged) CVS Health Corpor... Exchange Self $15,001 - $50,000 Dec 21, 2018 22d
Nov 29, 2018 AETCVS Aetna Inc. (Exchanged) <br> CVS Health C... Exchange Self $15,001 - $50,000 Dec 21, 2018 22d
Nov 19, 2018 KHC The Kraft Heinz Company Sale (Full) Joint $1,001 - $15,000 Dec 21, 2018 32d
Oct 23, 2018 NVDA NVIDIA Corporation Purchase Joint $1,001 - $15,000 Nov 15, 2018 23d
Oct 25, 2018 LRCX Lam Research Corporation Purchase Spouse $1,001 - $15,000 Nov 15, 2018 21d
Sep 7, 2018 F Ford Motor Company Purchase Joint $1,001 - $15,000 Oct 22, 2018 45d
Sep 28, 2018 ON ON Semiconductor Corporation Sale (Full) Self $1,001 - $15,000 Oct 22, 2018 24d
Aug 28, 2018 LRCX Lam Research Corporation Purchase Spouse $1,001 - $15,000 Sep 7, 2018 10d
Aug 28, 2018 T AT&T Inc. Purchase Spouse $1,001 - $15,000 Sep 7, 2018 10d
Aug 6, 2018 T AT&T Inc. Purchase Self $1,001 - $15,000 Sep 7, 2018 32d
Aug 28, 2018 WMT Walmart Inc. Purchase Joint $15,001 - $50,000 Sep 7, 2018 10d
Aug 28, 2018 BABA Alibaba Group Holding Limited Purchase Spouse $1,001 - $15,000 Sep 7, 2018 10d
Aug 28, 2018 GS The Goldman Sachs Group, Inc. Purchase Spouse $1,001 - $15,000 Sep 7, 2018 10d
Aug 28, 2018 WMT Walmart Inc. Purchase Spouse $1,001 - $15,000 Sep 7, 2018 10d
Aug 6, 2018 BRK-B Berkshire Hathaway Inc. Purchase Self $1,001 - $15,000 Sep 7, 2018 32d
Sep 20, 2017 GILD Gilead Sciences, Inc. Sale (Full) Spouse $1,001 - $15,000 Aug 10, 2018 324d
Jul 9, 2018 MCHP Microchip Technology Incorporated Sale (Partial) Joint $15,001 - $50,000 Aug 7, 2018 29d
Jul 9, 2018 MCHP Microchip Technology Incorporated Sale (Partial) Self $15,001 - $50,000 Aug 7, 2018 29d
Jun 13, 2018 BTO John Hancock Financial Opportunities Fun... Purchase Joint $1,001 - $15,000 Jul 13, 2018 30d
Jun 6, 2018 WMT Walmart Inc. Purchase Spouse $1,001 - $15,000 Jul 13, 2018 37d
Jun 13, 2018 T AT&T Inc. Purchase Joint $1,001 - $15,000 Jul 13, 2018 30d
Jun 13, 2018 ON ON Semiconductor Corporation Purchase Self $1,001 - $15,000 Jul 13, 2018 30d
Jun 6, 2018 LRCX Lam Research Corporation Purchase Spouse $1,001 - $15,000 Jul 13, 2018 37d
Jun 13, 2018 KHC The Kraft Heinz Company Purchase Joint $1,001 - $15,000 Jul 13, 2018 30d
Jun 6, 2018 BA The Boeing Company Purchase Spouse $1,001 - $15,000 Jul 13, 2018 37d
Jun 6, 2018 PYPL PayPal Holdings, Inc. Purchase Spouse $1,001 - $15,000 Jul 13, 2018 37d
Jun 6, 2018 BABA Alibaba Group Holding Limited Purchase Spouse $1,001 - $15,000 Jul 13, 2018 37d
Jun 6, 2018 DAL Delta Air Lines, Inc. Purchase Spouse $1,001 - $15,000 Jul 13, 2018 37d
Jun 6, 2018 GS The Goldman Sachs Group, Inc. Purchase Spouse $1,001 - $15,000 Jul 13, 2018 37d
Jun 6, 2018 C Citigroup Inc. Purchase Spouse $1,001 - $15,000 Jul 13, 2018 37d
May 7, 2018 TSLA Tesla, Inc. Purchase Self $1,001 - $15,000 Jun 7, 2018 31d
May 7, 2018 AMZN Amazon.com, Inc. Purchase Joint $15,001 - $50,000 Jun 7, 2018 31d
May 7, 2018 MGA Magna International Inc. Sale (Full) Self $15,001 - $50,000 Jun 7, 2018 31d
May 24, 2018 ADI Analog Devices, Inc. Purchase Joint $1,001 - $15,000 Jun 7, 2018 14d
May 7, 2018 CB Chubb Limited Purchase Joint $1,001 - $15,000 Jun 7, 2018 31d
May 24, 2018 IBM International Business Machines Corporat... Purchase Joint $1,001 - $15,000 Jun 7, 2018 14d
May 24, 2018 F Ford Motor Company Purchase Joint $1,001 - $15,000 Jun 7, 2018 14d
May 24, 2018 BUD Anheuser-Busch InBev SA/NV Purchase Joint $1,001 - $15,000 Jun 7, 2018 14d
May 24, 2018 ETN Eaton Corporation plc Purchase Joint $1,001 - $15,000 Jun 7, 2018 14d
May 7, 2018 C Citigroup Inc. Purchase Joint $1,001 - $15,000 Jun 7, 2018 31d
May 7, 2018 MCD McDonald's Corporation Purchase Joint $1,001 - $15,000 Jun 7, 2018 31d
May 7, 2018 HD The Home Depot, Inc. Purchase Joint $1,001 - $15,000 Jun 7, 2018 31d
Apr 3, 2018 JPM JPMorgan Chase & Co. Sale (Partial) Joint $1,001 - $15,000 May 10, 2018 37d
Apr 3, 2018 CMCSA Comcast Corporation Sale (Full) Joint $1,001 - $15,000 May 10, 2018 37d
Apr 3, 2018 WPC W. P. Carey Inc. Sale (Full) Joint $1,001 - $15,000 May 10, 2018 37d
Apr 3, 2018 V Visa Inc. Sale (Partial) Joint $15,001 - $50,000 May 10, 2018 37d
Apr 3, 2018 CVS CVS Health Corporation Sale (Full) Joint $1,001 - $15,000 May 10, 2018 37d
Apr 3, 2018 AAPL Apple Inc. Sale (Partial) Joint $1,001 - $15,000 May 10, 2018 37d
Mar 19, 2018 FB Facebook, Inc. Sale (Partial) Joint $15,001 - $50,000 Apr 19, 2018 31d
Mar 19, 2018 FB Facebook, Inc. Sale (Partial) Spouse $1,001 - $15,000 Apr 19, 2018 31d
Mar 19, 2018 FB Facebook, Inc. Sale (Partial) Self $15,001 - $50,000 Apr 19, 2018 31d
Feb 8, 2018 C Citigroup Inc. Purchase Self $1,001 - $15,000 Mar 7, 2018 27d
Feb 15, 2018 NVDA NVIDIA Corporation Purchase Joint $1,001 - $15,000 Mar 7, 2018 20d
Jan 17, 2018 USB U.S. Bancorp Sale (Full) Self $1,001 - $15,000 Feb 13, 2018 27d
Jan 8, 2018 C Citigroup Inc. Purchase Spouse $1,001 - $15,000 Feb 13, 2018 36d
Jan 17, 2018 V Visa Inc. Sale (Partial) Joint $1,001 - $15,000 Feb 13, 2018 27d
Jan 17, 2018 V Visa Inc. Sale (Partial) Self $1,001 - $15,000 Feb 13, 2018 27d
Jan 8, 2018 BIIB Biogen Inc. Sale (Full) Joint $1,001 - $15,000 Feb 13, 2018 36d
Jan 8, 2018 WMT Walmart Inc. Purchase Spouse $1,001 - $15,000 Feb 13, 2018 36d
Jan 17, 2018 COST Costco Wholesale Corporation Sale (Full) Joint $15,001 - $50,000 Feb 13, 2018 27d
Jan 31, 2018 GE General Electric Company Sale (Full) Joint $15,001 - $50,000 Feb 13, 2018 13d
Dec 5, 2017 NWL Newell Brands Inc. Sale (Full) Self $1,001 - $15,000 Jan 10, 2018 36d
Dec 5, 2017 JCI Johnson Controls International plc Sale (Full) Self $15,001 - $50,000 Jan 10, 2018 36d
Dec 18, 2017 NWL Newell Brands Inc. Sale (Full) Joint $1,001 - $15,000 Jan 10, 2018 23d
Dec 5, 2017 DISH DISH Network Corporation Sale (Full) Self $1,001 - $15,000 Jan 10, 2018 36d
Dec 18, 2017 REGN Regeneron Pharmaceuticals, Inc. Sale (Full) Self $15,001 - $50,000 Jan 10, 2018 23d
Nov 27, 2017 GE General Electric Company Sale (Full) Spouse $1,001 - $15,000 Dec 11, 2017 14d
Nov 27, 2017 IBM International Business Machines Corporat... Purchase Spouse $1,001 - $15,000 Dec 11, 2017 14d
Nov 1, 2017 TMUS T-Mobile US, Inc. Sale (Partial) Joint $1,001 - $15,000 Dec 11, 2017 40d
Nov 27, 2017 TSLA Tesla, Inc. Purchase Self $1,001 - $15,000 Dec 11, 2017 14d
Nov 7, 2017 TMUS T-Mobile US, Inc. Sale (Full) Joint $1,001 - $15,000 Dec 11, 2017 34d
Nov 27, 2017 MRK Merck & Co., Inc. Sale (Full) Self $15,001 - $50,000 Dec 11, 2017 14d
Nov 27, 2017 WMT Wal-Mart Stores, Inc. Purchase Self $1,001 - $15,000 Dec 11, 2017 14d
Nov 27, 2017 JPM JPMorgan Chase & Co. Purchase Spouse $1,001 - $15,000 Dec 11, 2017 14d
Sep 20, 2017 QCOM QUALCOMM Incorporated Sale (Full) Joint $1,001 - $15,000 Oct 12, 2017 22d
Sep 20, 2017 DISH DISH Network Corporation Sale (Full) Joint $1,001 - $15,000 Oct 12, 2017 22d
Sep 20, 2017 MCK McKesson Corporation Sale (Full) Joint $15,001 - $50,000 Oct 12, 2017 22d
Sep 20, 2017 UNP Union Pacific Corporation Sale (Partial) Self $15,001 - $50,000 Oct 12, 2017 22d
Sep 20, 2017 GILD Gilead Sciences, Inc. Sale (Partial) Self $15,001 - $50,000 Oct 12, 2017 22d
Sep 20, 2017 TJX The TJX Companies, Inc. Sale (Full) Self $1,001 - $15,000 Oct 12, 2017 22d
Sep 20, 2017 GILD Gilead Sciences, Inc. Sale (Full) Joint $1,001 - $15,000 Oct 12, 2017 22d
Aug 24, 2017 BHF Brighthouse Financial, Inc. Sale (Full) Joint $1,001 - $15,000 Sep 12, 2017 19d
Aug 24, 2017 TSLA Tesla, Inc. Purchase Self $1,001 - $15,000 Sep 12, 2017 19d
Aug 24, 2017 WMT Wal-Mart Stores, Inc. Purchase Self $1,001 - $15,000 Sep 12, 2017 19d
Aug 24, 2017 NWL Newell Brands Inc. Purchase Self $1,001 - $15,000 Sep 12, 2017 19d
Aug 24, 2017 AAPL Apple Inc. Sale (Partial) Joint $1,001 - $15,000 Sep 12, 2017 19d
Aug 7, 2017 BHF Brighthouse Financial, Inc. Exchange Joint $1,001 - $15,000 Sep 12, 2017 36d
Aug 24, 2017 DISH DISH Network Corporation Purchase Self $1,001 - $15,000 Sep 12, 2017 19d
Aug 24, 2017 SYK Stryker Corporation Purchase Self $1,001 - $15,000 Sep 12, 2017 19d
Aug 24, 2017 TSLA Tesla, Inc. Purchase Spouse $1,001 - $15,000 Sep 12, 2017 19d
Jul 28, 2017 TSLA Tesla, Inc. Purchase Self $1,001 - $15,000 Aug 18, 2017 21d
Jul 28, 2017 GS The Goldman Sachs Group, Inc. Purchase Joint $1,001 - $15,000 Aug 18, 2017 21d
Jul 28, 2017 SBUX Starbucks Corporation Purchase Self $1,001 - $15,000 Aug 18, 2017 21d
Jul 25, 2017 C Citigroup Inc. Purchase Child $1,001 - $15,000 Aug 18, 2017 24d
Jul 13, 2017 BMY Bristol-Myers Squibb Company Sale (Partial) Joint $1,001 - $15,000 Aug 18, 2017 36d
Jul 28, 2017 CSCO Cisco Systems, Inc. Purchase Self $1,001 - $15,000 Aug 18, 2017 21d
Jul 25, 2017 HPQ HP Inc. Purchase Child $1,001 - $15,000 Aug 18, 2017 24d
Jul 28, 2017 COF Capital One Financial Corporation Purchase Self $15,001 - $50,000 Aug 18, 2017 21d
Jul 28, 2017 JCI Johnson Controls International plc Purchase Self $1,001 - $15,000 Aug 18, 2017 21d
Jul 25, 2017 BTO John Hancock Financial Opportunities Fun... Purchase Spouse $1,001 - $15,000 Aug 18, 2017 24d
Apr 26, 2016 NWL Newell Brands Inc. Purchase Self $1,001 - $15,000 Aug 10, 2017 471d
Apr 19, 2016 AMZN Amazon.com, Inc. Sale (Partial) Child $1,001 - $15,000 Aug 10, 2017 478d
Apr 19, 2016 NVDA NVIDIA Corporation Purchase Child $1,001 - $15,000 Aug 10, 2017 478d
May 4, 2016 GE General Electric Company Purchase Spouse $1,001 - $15,000 Aug 10, 2017 463d
Apr 12, 2016 TJX The TJX Companies, Inc. Purchase Spouse $1,001 - $15,000 Aug 10, 2017 485d
Jul 5, 2016 FTV Fortive Corporation Exchange Self $1,001 - $15,000 Aug 10, 2017 401d
Nov 16, 2016 LW Lamb Weston Holdings, Inc. Exchange Joint $1,001 - $15,000 Aug 10, 2017 267d
Apr 19, 2016 VMW VMware, Inc. Sale (Full) Child $1,001 - $15,000 Aug 10, 2017 478d
Apr 26, 2016 LRCX Lam Research Corporation Purchase Self $1,001 - $15,000 Aug 10, 2017 471d
Apr 12, 2016 AMZN Amazon.com, Inc. Purchase Spouse $15,001 - $50,000 Aug 10, 2017 485d
Apr 19, 2016 WBA Walgreens Boots Alliance, Inc. Purchase Child $1,001 - $15,000 Aug 10, 2017 478d
Apr 12, 2016 GOOGL Alphabet Inc. Purchase Spouse $1,001 - $15,000 Aug 10, 2017 485d
Apr 12, 2016 AMGN Amgen Inc. Purchase Spouse $1,001 - $15,000 Aug 10, 2017 485d
Apr 26, 2016 AAPL Apple Inc. Sale (Partial) Self $15,001 - $50,000 Aug 10, 2017 471d
Apr 12, 2016 UA Under Armour, Inc. Sale (Partial) Self $1,001 - $15,000 Aug 10, 2017 485d
Apr 26, 2016 NVDA NVIDIA Corporation Purchase Self $1,001 - $15,000 Aug 10, 2017 471d
May 4, 2016 XER.BE XEROX CORP Rate/Coupon: 4.5% Matures: 05... Purchase Joint $1,001 - $15,000 Aug 10, 2017 463d
Apr 26, 2016 AAPL Apple Inc. Sale (Partial) Joint $15,001 - $50,000 Aug 10, 2017 471d
Apr 19, 2016 DIS The Walt Disney Company Purchase Child $1,001 - $15,000 Aug 10, 2017 478d
May 5, 2017 ADI Analog Devices, Inc. Purchase Child $1,001 - $15,000 Jun 8, 2017 34d
Jan 17, 2017 BIVV BIVV-Bioverativ Inc. Exchange Spouse $1,001 - $15,000 Jun 8, 2017 142d
May 30, 2017 MGA Magna International Inc. Purchase Self $15,001 - $50,000 Jun 8, 2017 9d
May 10, 2017 WM Waste Management, Inc. Purchase Self $1,001 - $15,000 Jun 8, 2017 29d
May 8, 2017 ADI Analog Devices, Inc. Purchase Joint $1,001 - $15,000 Jun 8, 2017 31d
May 5, 2017 MA Mastercard Incorporated Purchase Joint $1,001 - $15,000 Jun 8, 2017 34d
May 24, 2017 C Citigroup Inc. Purchase Child $1,001 - $15,000 Jun 8, 2017 15d
May 30, 2017 MMM 3M Company Sale (Partial) Self $15,001 - $50,000 Jun 8, 2017 9d
May 24, 2017 IBM International Business Machines Corporat... Purchase Self $1,001 - $15,000 Jun 8, 2017 15d
May 10, 2017 DISH DISH Network Corporation Purchase Child $1,001 - $15,000 Jun 8, 2017 29d
May 24, 2017 BIVV Bioverativ Inc. Sale (Full) Spouse $1,001 - $15,000 Jun 8, 2017 15d
May 30, 2017 CVS CVS Health Corporation Sale (Partial) Child $15,001 - $50,000 Jun 8, 2017 9d
May 30, 2017 NKE NIKE, Inc. Sale (Partial) Self $1,001 - $15,000 Jun 8, 2017 9d
May 24, 2017 AMGN Amgen Inc. Purchase Self $1,001 - $15,000 Jun 8, 2017 15d
May 16, 2017 AKAM Akamai Technologies, Inc. Sale (Full) Self $1,001 - $15,000 Jun 8, 2017 23d
May 16, 2017 LRCX Lam Research Corporation Purchase Joint $1,001 - $15,000 Jun 8, 2017 23d
May 16, 2017 LB L Brands, Inc. Sale (Full) Child $1,001 - $15,000 Jun 8, 2017 23d
May 24, 2017 TWTR Twitter, Inc. Sale (Full) Self $1,001 - $15,000 Jun 8, 2017 15d
May 30, 2017 F Ford Motor Company Purchase Self $1,001 - $15,000 Jun 8, 2017 9d
May 24, 2017 GS The Goldman Sachs Group, Inc. Purchase Joint $1,001 - $15,000 Jun 8, 2017 15d
May 30, 2017 F Ford Motor Company Purchase Child $1,001 - $15,000 Jun 8, 2017 9d
May 10, 2017 MMC Marsh & McLennan Companies, Inc. Sale (Full) Child $1,001 - $15,000 Jun 8, 2017 29d
May 24, 2017 C Citigroup Inc. Purchase Joint $1,001 - $15,000 Jun 8, 2017 15d
May 24, 2017 TWTR Twitter, Inc. Sale (Full) Spouse $1,001 - $15,000 Jun 8, 2017 15d
May 24, 2017 WBA Walgreens Boots Alliance, Inc. Sale (Full) Child $1,001 - $15,000 Jun 8, 2017 15d
May 25, 2017 VEVIX Victory Sycamore Established Value I Purchase Self $1,001 - $15,000 Jun 8, 2017 14d
May 16, 2017 BAC Bank of America Corporation Purchase Joint $1,001 - $15,000 Jun 8, 2017 23d
May 30, 2017 MGA Magna International Inc. Purchase Child $1,001 - $15,000 Jun 8, 2017 9d
May 16, 2017 REGN Regeneron Pharmaceuticals, Inc. Purchase Self $1,001 - $15,000 Jun 8, 2017 23d
Apr 5, 2017 WPC W. P. Carey Inc. Purchase Joint $1,001 - $15,000 May 10, 2017 35d
Apr 5, 2017 USB U.S. Bancorp Purchase Self $1,001 - $15,000 May 10, 2017 35d
Apr 5, 2017 AMGN Amgen Inc. Purchase Self $1,001 - $15,000 May 10, 2017 35d
Apr 5, 2017 LB L Brands, Inc. Sale (Full) Self $1,001 - $15,000 May 10, 2017 35d
Apr 5, 2017 IBM International Business Machines Corporat... Purchase Self $1,001 - $15,000 May 10, 2017 35d
Apr 5, 2017 LB L Brands, Inc. Sale (Full) Joint $15,001 - $50,000 May 10, 2017 35d
Apr 5, 2017 QCOM QUALCOMM Incorporated Purchase Child $1,001 - $15,000 May 10, 2017 35d
Apr 5, 2017 QCOM QUALCOMM Incorporated Purchase Joint $1,001 - $15,000 May 10, 2017 35d
Apr 5, 2017 DISH DISH Network Corporation Purchase Child $1,001 - $15,000 May 10, 2017 35d
Mar 14, 2017 LLTC Linear Technology Corporation Sale (Full) Child $1,001 - $15,000 Apr 17, 2017 34d
Mar 6, 2017 CAG Conagra Brands, Inc. Sale (Partial) Joint $1,001 - $15,000 Apr 17, 2017 42d
Mar 6, 2017 MCHP Microchip Technology Incorporated Sale (Partial) Joint $1,001 - $15,000 Apr 17, 2017 42d
Mar 14, 2017 ADI Analog Devices, Inc. Exchange Child $1,001 - $15,000 Apr 17, 2017 34d
Mar 6, 2017 GE General Electric Company Sale (Partial) Joint $1,001 - $15,000 Apr 17, 2017 42d
Feb 10, 2017 DISH DISH-DISH Network Corporation Purchase Self $1,001 - $15,000 Mar 15, 2017 33d
Feb 23, 2017 CVS CVS Health Corporation Sale (Partial) Child $15,001 - $50,000 Mar 15, 2017 20d
Feb 23, 2017 BRK-B Berkshire Hathaway Inc. Purchase Spouse $1,001 - $15,000 Mar 15, 2017 20d
Feb 23, 2017 MCK MCK-McKesson Corporation Purchase Joint $1,001 - $15,000 Mar 15, 2017 20d
Feb 10, 2017 ADI ADI-Analog Devices, Inc. Purchase Self $15,001 - $50,000 Mar 15, 2017 33d
Feb 23, 2017 BMY BMY-Bristol-Myers Squibb Company Purchase Joint $1,001 - $15,000 Mar 15, 2017 20d
Feb 23, 2017 ABT ABT-Abbott Laboratories Sale (Full) Joint $1,001 - $15,000 Mar 15, 2017 20d
Feb 10, 2017 DISH DISH Network Corporation Purchase Joint $1,001 - $15,000 Mar 15, 2017 33d
Feb 23, 2017 BMY Bristol-Myers Squibb Company Purchase Child $1,001 - $15,000 Mar 15, 2017 20d
Feb 10, 2017 PFE PFE-PFE-Pfizer Inc. Purchase Self $1,001 - $15,000 Mar 15, 2017 33d
Feb 23, 2017 EL The Estée Lauder Companies Inc. Sale (Full) Joint $1,001 - $15,000 Mar 15, 2017 20d
Feb 23, 2017 JPM JPMorgan Chase & Co. Purchase Child $1,001 - $15,000 Mar 15, 2017 20d
Feb 23, 2017 BUD Anheuser-Busch InBev SA/NV Sale (Full) Child $1,001 - $15,000 Mar 15, 2017 20d
Feb 23, 2017 JCI Johnson Controls International plc Purchase Child $1,001 - $15,000 Mar 15, 2017 20d
Jan 24, 2017 IR Ingersoll-Rand Plc Purchase Joint $15,001 - $50,000 Feb 14, 2017 21d
Jan 25, 2017 USB U.S. Bancorp Purchase Self $1,001 - $15,000 Feb 14, 2017 20d
Jan 11, 2017 MDT Medtronic plc Sale (Full) Child $1,001 - $15,000 Feb 14, 2017 34d
Jan 11, 2017 UNH UnitedHealth Group Incorporated Sale (Partial) Joint $15,001 - $50,000 Feb 14, 2017 34d
Jan 24, 2017 BA The Boeing Company Purchase Joint $1,001 - $15,000 Feb 14, 2017 21d
Jan 11, 2017 PANW Palo Alto Networks, Inc. Sale (Full) Spouse $1,001 - $15,000 Feb 14, 2017 34d
Jan 24, 2017 TMUS T-Mobile US, Inc. Purchase Joint $15,001 - $50,000 Feb 14, 2017 21d
Jan 11, 2017 NSRGY Nestlé S.A. Sale (Partial) Joint $15,001 - $50,000 Feb 14, 2017 34d
Jan 30, 2017 MO Altria Group, Inc. Sale (Full) Self $15,001 - $50,000 Feb 14, 2017 15d
Jan 30, 2017 LW LW-Lamb Weston Holdings, Inc. Sale (Full) Joint $1,001 - $15,000 Feb 14, 2017 15d
Jan 30, 2017 BRK-B Berkshire Hathaway Inc. Purchase Self $1,001 - $15,000 Feb 14, 2017 15d
Jan 11, 2017 AAPL Apple Inc. Sale (Partial) Self $15,001 - $50,000 Feb 14, 2017 34d
Jan 11, 2017 AAPL Apple Inc. Sale (Partial) Joint $1,001 - $15,000 Feb 14, 2017 34d
Jan 25, 2017 IR Ingersoll-Rand Plc Purchase Self $15,001 - $50,000 Feb 14, 2017 20d
Jan 11, 2017 PANW Palo Alto Networks, Inc. Sale (Full) Joint $1,001 - $15,000 Feb 14, 2017 34d
Jan 30, 2017 MO MO-Altria Group, Inc. Sale (Full) Joint $1,001 - $15,000 Feb 14, 2017 15d
Jan 11, 2017 NVDA NVIDIA Corporation Purchase Spouse $1,001 - $15,000 Feb 14, 2017 34d
Dec 23, 2016 AMGN Amgen Inc. Sale (Partial) Self $1,001 - $15,000 Jan 11, 2017 19d
Dec 13, 2016 GS The Goldman Sachs Group, Inc. Purchase Joint $1,001 - $15,000 Jan 11, 2017 29d
Dec 23, 2016 BIIB Biogen Inc. Sale (Partial) Joint $1,001 - $15,000 Jan 11, 2017 19d
Dec 13, 2016 GS The Goldman Sachs Group, Inc. Purchase Spouse $1,001 - $15,000 Jan 11, 2017 29d
Dec 13, 2016 BIIB Biogen Inc. Sale (Full) Self $15,001 - $50,000 Jan 11, 2017 29d
Dec 23, 2016 PSA Public Storage Sale (Full) Joint $15,001 - $50,000 Jan 11, 2017 19d
Dec 23, 2016 GILD Gilead Sciences Inc. Sale (Partial) Joint $1,001 - $15,000 Jan 11, 2017 19d
Nov 28, 2016 GILD Gilead Sciences Inc. Purchase Self $1,001 - $15,000 Dec 12, 2016 14d
Nov 28, 2016 GILD Gilead Sciences Inc. Purchase Spouse $1,001 - $15,000 Dec 12, 2016 14d
Nov 28, 2016 DIS The Walt Disney Company Purchase Child $1,001 - $15,000 Dec 12, 2016 14d
Nov 28, 2016 GILD Gilead Sciences Inc. Purchase Child $1,001 - $15,000 Dec 12, 2016 14d
Nov 28, 2016 ORCL Oracle Corporation Sale (Partial) Self $1,001 - $15,000 Dec 12, 2016 14d
Nov 28, 2016 ORCL Oracle Corporation Sale (Full) Child $1,001 - $15,000 Dec 12, 2016 14d
Nov 15, 2016 GILD Gilead Sciences Inc. Purchase Joint $1,001 - $15,000 Dec 12, 2016 27d
Nov 28, 2016 DEO Diageo plc Purchase Self $1,001 - $15,000 Dec 12, 2016 14d
Nov 15, 2016 JCI Johnson Controls International plc Purchase Self $1,001 - $15,000 Dec 12, 2016 27d
Nov 15, 2016 UL Unilever PLC Sale (Full) Self $15,001 - $50,000 Dec 12, 2016 27d
Nov 15, 2016 BA The Boeing Company Purchase Joint $1,001 - $15,000 Dec 12, 2016 27d
Nov 15, 2016 ABT Abbott Laboratories Purchase Joint $1,001 - $15,000 Dec 12, 2016 27d
Nov 15, 2016 GOOGL Alphabet Inc. Purchase Joint $1,001 - $15,000 Dec 12, 2016 27d
Nov 15, 2016 MCK McKesson Corporation Purchase Joint $1,001 - $15,000 Dec 12, 2016 27d
Nov 15, 2016 DIS The Walt Disney Company Purchase Joint $1,001 - $15,000 Dec 12, 2016 27d
Nov 28, 2016 AMGN Amgen Inc. Purchase Spouse $1,001 - $15,000 Dec 12, 2016 14d
Nov 28, 2016 FB Facebook, Inc. Purchase Spouse $1,001 - $15,000 Dec 12, 2016 14d
Nov 15, 2016 SBUX Starbucks Corporation Purchase Self $1,001 - $15,000 Dec 12, 2016 27d
Oct 26, 2016 DIS The Walt Disney Company Purchase Child $1,001 - $15,000 Nov 7, 2016 12d
Oct 26, 2016 BRK-B Berkshire Hathaway Inc. Purchase Spouse $1,001 - $15,000 Nov 7, 2016 12d
Oct 26, 2016 DEO Diageo plc Purchase Self $1,001 - $15,000 Nov 7, 2016 12d
Oct 26, 2016 IBM International Business Machines Corporat... Purchase Self $1,001 - $15,000 Nov 7, 2016 12d
Oct 26, 2016 CB Chubb Limited Purchase Joint $1,001 - $15,000 Nov 7, 2016 12d
Oct 26, 2016 WFC Wells Fargo & Company Sale (Full) Self $1,001 - $15,000 Nov 7, 2016 12d
Oct 3, 2016 ASIX AdvanSix Inc. Exchange Self $1,001 - $15,000 Nov 7, 2016 35d
Oct 26, 2016 HSBC HSBC Holdings plc Sale (Full) Joint $1,001 - $15,000 Nov 7, 2016 12d
Oct 26, 2016 IBM International Business Machines Corporat... Purchase Spouse $1,001 - $15,000 Nov 7, 2016 12d
Oct 26, 2016 HAS HAS - Hasbro Inc. Purchase Self $1,001 - $15,000 Nov 7, 2016 12d
Oct 26, 2016 JPM JPMorgan Chase & Co. Purchase Spouse $1,001 - $15,000 Nov 7, 2016 12d
Oct 3, 2016 ASIX AdvanSix Inc. Exchange Child $1,001 - $15,000 Nov 7, 2016 35d
Oct 26, 2016 MA Mastercard Incorporated Purchase Joint $1,001 - $15,000 Nov 7, 2016 12d
Oct 26, 2016 BRK-B Berkshire Hathaway Inc. Purchase Self $1,001 - $15,000 Nov 7, 2016 12d
Oct 26, 2016 MCK McKesson Corporation Purchase Joint $1,001 - $15,000 Nov 7, 2016 12d
Oct 26, 2016 HAS Hasbro Inc. Purchase Child $1,001 - $15,000 Nov 7, 2016 12d
Oct 3, 2016 ASIX AdvanSix Inc. Exchange Joint $1,001 - $15,000 Nov 7, 2016 35d
Sep 28, 2016 WM Waste Management, Inc. Purchase Self $1,001 - $15,000 Oct 7, 2016 9d
Sep 28, 2016 VOD VOD-VOD-Vodafone Group Plc Sale (Full) Joint $1,001 - $15,000 Oct 7, 2016 9d
Sep 22, 2016 SO SO-SO-Southern Company Sale (Full) Joint $1,001 - $15,000 Oct 7, 2016 15d
Sep 6, 2016 NSRGY Nestlé S.A. Sale (Partial) Joint $15,001 - $50,000 Oct 7, 2016 31d
Sep 6, 2016 GILD Gilead Sciences Inc. Sale (Partial) Self $1,001 - $15,000 Oct 7, 2016 31d
Sep 28, 2016 FB Facebook, Inc. Purchase Spouse $1,001 - $15,000 Oct 7, 2016 9d
Sep 26, 2016 MAR MAR - Marriott International, Inc. Exchange Child $1,001 - $15,000 Oct 7, 2016 11d
Sep 6, 2016 GILD Gilead Sciences Inc. Sale (Partial) Child $1,001 - $15,000 Oct 7, 2016 31d
Sep 28, 2016 MCK McKesson Corporation Purchase Joint $1,001 - $15,000 Oct 7, 2016 9d
Sep 22, 2016 DIS The Walt Disney Company Purchase Joint $1,001 - $15,000 Oct 7, 2016 15d
Sep 6, 2016 NFLX Netflix, Inc. Sale (Full) Joint $15,001 - $50,000 Oct 7, 2016 31d
Sep 28, 2016 EL The Estée Lauder Companies Inc. Purchase Joint $1,001 - $15,000 Oct 7, 2016 9d
Sep 28, 2016 AXP American Express Company Sale (Partial) Self $15,001 - $50,000 Oct 7, 2016 9d
Sep 22, 2016 WEC WEC-WEC-WEC Energy Group, Inc. Sale (Full) Joint $1,001 - $15,000 Oct 7, 2016 15d
Sep 6, 2016 REGN Regeneron Pharmaceuticals, Inc. Purchase Self $1,001 - $15,000 Oct 7, 2016 31d
Sep 28, 2016 BA The Boeing Company Purchase Joint $1,001 - $15,000 Oct 7, 2016 9d
Aug 18, 2016 RYAAY Ryanair Holdings plc Sale (Full) Self $15,001 - $50,000 Sep 9, 2016 22d
Sep 6, 2016 GILD Gilead Sciences Inc. Sale (Partial) Self $1,001 - $15,000 Sep 9, 2016 3d
Sep 6, 2016 NFLX Netflix, Inc. Sale (Partial) Joint $15,001 - $50,000 Sep 9, 2016 3d
Aug 8, 2016 UA UA - Under Armour, Inc. Sale (Full) Self $1,001 - $15,000 Sep 9, 2016 32d
Aug 18, 2016 GE General Electric Company Sale (Partial) Spouse $1,001 - $15,000 Sep 9, 2016 22d
Sep 6, 2016 REGN Regeneron Pharmaceuticals, Inc. Purchase Self $1,001 - $15,000 Sep 9, 2016 3d
Aug 18, 2016 PSA Public Storage Purchase Joint $1,001 - $15,000 Sep 9, 2016 22d
Sep 6, 2016 NSRGY NSRGY- Nestle (OTC Markets) Sale (Partial) Joint $15,001 - $50,000 Sep 9, 2016 3d
Sep 6, 2016 GILD Gilead Sciences Inc. Sale (Partial) Child $1,001 - $15,000 Sep 9, 2016 3d
Aug 5, 2016 FB Facebook, Inc. Purchase Self $1,001 - $15,000 Sep 9, 2016 35d
Aug 18, 2016 MET MetLife, Inc. Purchase Joint $1,001 - $15,000 Sep 9, 2016 22d
Aug 18, 2016 TJX The TJX Companies, Inc. Sale (Partial) Spouse $1,001 - $15,000 Sep 9, 2016 22d
Aug 18, 2016 SBUX Starbucks Corporation Purchase Child $1,001 - $15,000 Sep 9, 2016 22d
Aug 15, 2016 CAT CAT-Caterpillar Inc. Sale (Full) Joint $15,001 - $50,000 Sep 9, 2016 25d
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