| HONA HONAHoneywell Aerospace | Sale (full)$710.52 · Spouse | Oct 30, 2026 | Sep 29, 2026 | ▲ 1.5%+2.9 pts vs S&P | Filing for HONA on Sep 29, 2026 |
| PFE PFEPfizer | Sale (full)$15,001 - $50,000 · Spouse | Aug 13, 2026 | Mar 10, 2025 | ▲ 24.7%−12.5 pts vs S&P | Filing for PFE on Mar 10, 2025 |
| DGX DGXQuest Diagnostics | Sale (full)$15,001 - $50,000 · Spouse | Aug 13, 2026 | Mar 10, 2025 | ▲ 46.0%+8.9 pts vs S&P | Filing for DGX on Mar 10, 2025 |
| TGT TGTTarget Corporation | Sale (full)$15,001 - $50,000 · Spouse | Aug 13, 2026 | Mar 10, 2025 | ▲ 43.5%+6.3 pts vs S&P | Filing for TGT on Mar 10, 2025 |
| USB USBU.S. Bancorp | Sale (full)$15,001 - $50,000 · Spouse | Aug 13, 2026 | Mar 10, 2025 | ▲ 51.8%+14.6 pts vs S&P | Filing for USB on Mar 10, 2025 |
| AFL AFLAflac | Purchase$1,001 - $15,000 | Apr 11, 2025 | Mar 10, 2025 | ▲ 19.7%−17.5 pts vs S&P | Filing for AFL on Mar 10, 2025 |
| AWK AWKAmerican Water Works | Purchase$1,001 - $15,000 | Apr 11, 2025 | Mar 10, 2025 | ▲ 1.7%−35.4 pts vs S&P | Filing for AWK on Mar 10, 2025 |
| CME CMECME Group | Purchase$1,001 - $15,000 | Apr 11, 2025 | Mar 10, 2025 | ▲ 21.6%−15.6 pts vs S&P | Filing for CME on Mar 10, 2025 |
| GILD GILDGilead Sciences | Purchase$1,001 - $15,000 | Apr 11, 2025 | Mar 10, 2025 | ▲ 50.4%+13.2 pts vs S&P | Filing for GILD on Mar 10, 2025 |
| HON HONHoneywell Technologies | Purchase$1,001 - $15,000 | Apr 11, 2025 | Mar 10, 2025 | ▲ 9.0%−28.1 pts vs S&P | Filing for HON on Mar 10, 2025 |
| ITW ITWIllinois Tool Works | Purchase$1,001 - $15,000 | Apr 11, 2025 | Mar 10, 2025 | ▲ 11.7%−25.5 pts vs S&P | Filing for ITW on Mar 10, 2025 |
| LMT LMTLockheed Martin | Purchase$1,001 - $15,000 | Apr 11, 2025 | Mar 10, 2025 | ▲ 39.4%+2.2 pts vs S&P | Filing for LMT on Mar 10, 2025 |
| PEP PEPPepsiCo | Purchase$1,001 - $15,000 | Apr 11, 2025 | Mar 10, 2025 | ▼ 6.6%−43.7 pts vs S&P | Filing for PEP on Mar 10, 2025 |
| PFE PFEPfizer | Sale (full)$1,001 - $15,000 | Apr 11, 2025 | Mar 10, 2025 | ▲ 24.7%−12.5 pts vs S&P | Filing for PFE on Mar 10, 2025 |
| DGX DGXQuest Diagnostics | Sale (full)$1,001 - $15,000 | Apr 11, 2025 | Mar 10, 2025 | ▲ 46.0%+8.9 pts vs S&P | Filing for DGX on Mar 10, 2025 |
| TGT TGTTarget Corporation | Sale (full)$1,001 - $15,000 | Apr 11, 2025 | Mar 10, 2025 | ▲ 43.5%+6.3 pts vs S&P | Filing for TGT on Mar 10, 2025 |
| HSY HSYThe Hershey Company | Purchase$1,001 - $15,000 | Apr 11, 2025 | Mar 10, 2025 | ▼ 5.6%−42.8 pts vs S&P | Filing for HSY on Mar 10, 2025 |
| USB USBU.S. Bancorp | Sale (full)$1,001 - $15,000 | Apr 11, 2025 | Mar 10, 2025 | ▲ 51.8%+14.6 pts vs S&P | Filing for USB on Mar 10, 2025 |
| UPS UPSUnited Parcel Service | Sale (full)$1,001 - $15,000 | Apr 11, 2025 | Mar 10, 2025 | ▼ 0.3%−37.5 pts vs S&P | Filing for UPS on Mar 10, 2025 |
| T TAT&T | Sale (full)$1,001 - $15,000 | Jun 5, 2024 | May 8, 2024 | ▲ 39.7%−10.4 pts vs S&P | Filing for T on May 8, 2024 |
| T TAT&T | Sale (full)$1,001 - $15,000 | Jun 5, 2024 | May 8, 2024 | ▲ 39.7%−10.4 pts vs S&P | Filing for T on May 8, 2024 |
| COKE COKECoca-cola Consolidated, Inc. | Sale (full)$1,001 - $15,000 | Jun 5, 2024 | May 8, 2024 | ▲ 125.9%+75.8 pts vs S&P | Filing for COKE on May 8, 2024 |
| COKE COKECoca-cola Consolidated, Inc. | Sale (full)$1,001 - $15,000 | Jun 5, 2024 | May 8, 2024 | ▲ 125.9%+75.8 pts vs S&P | Filing for COKE on May 8, 2024 |
| CMCS CMCSAComcast | Sale (full)$1,001 - $15,000 | Jun 5, 2024 | May 8, 2024 | ▼ 28.2%−78.3 pts vs S&P | Filing for CMCSA on May 8, 2024 |
| CMCS CMCSAComcast | Sale (full)$15,001 - $50,000 | Jun 5, 2024 | May 8, 2024 | ▼ 28.2%−78.3 pts vs S&P | Filing for CMCSA on May 8, 2024 |
| MCK MCKMcKesson | Sale (full)$15,001 - $50,000 | Jun 5, 2024 | May 8, 2024 | ▲ 86.7%+36.6 pts vs S&P | Filing for MCK on May 8, 2024 |
| MCK MCKMcKesson | Sale (full)$15,001 - $50,000 | Jun 5, 2024 | May 8, 2024 | ▲ 86.7%+36.6 pts vs S&P | Filing for MCK on May 8, 2024 |
| YUM YUMYum! Brands | Sale (full)$15,001 - $50,000 | Jun 5, 2024 | May 8, 2024 | ▲ 20.8%−29.4 pts vs S&P | Filing for YUM on May 8, 2024 |
| YUM YUMYum! Brands | Sale (full)$1,001 - $15,000 | Jun 5, 2024 | May 8, 2024 | ▲ 20.8%−29.4 pts vs S&P | Filing for YUM on May 8, 2024 |
| EOG EOGEOG Resources | Purchase$15,001 - $50,000 | Dec 7, 2023 | Nov 3, 2023 | ▲ 34.7%−45.2 pts vs S&P | Filing for EOG on Nov 3, 2023 |
| UNP UNPUnion Pacific Corporation | Sale (full)$15,001 - $50,000 | Dec 7, 2023 | Nov 3, 2023 | ▲ 53.7%−26.2 pts vs S&P | Filing for UNP on Nov 3, 2023 |
| CMI CMICummins | Purchase$1,001 - $15,000 | Apr 17, 2023 | Mar 3, 2023 | ▲ 110.2%+14.6 pts vs S&P | Filing for CMI on Mar 3, 2023 |
| PFE PFEPfizer | Purchase$1,001 - $15,000 | Apr 17, 2023 | Mar 3, 2023 | ▼ 9.8%−105.4 pts vs S&P | Filing for PFE on Mar 3, 2023 |
| DGX DGXQuest Diagnostics | Purchase$1,001 - $15,000 | Dec 13, 2022 | Nov 14, 2022 | ▲ 76.2%−24.8 pts vs S&P | Filing for DGX on Nov 14, 2022 |
| TGT TGTTarget Corporation | Purchase$1,001 - $15,000 | Dec 13, 2022 | Nov 11, 2022 | ▲ 1.6%−97.6 pts vs S&P | Filing for TGT on Nov 11, 2022 |
| TXN TXNTexas Instruments | Purchase$15,001 - $50,000 | Dec 13, 2022 | Nov 11, 2022 | — | Filing for TXN on Nov 11, 2022 |
| EMR EMREmerson Electric | Sale (full)$15,001 - $50,000 · Spouse | Sep 2, 2022 | Aug 8, 2022 | ▲ 100.8%+7.7 pts vs S&P | Filing for EMR on Aug 8, 2022 |
| TGT TGTTarget Corporation | Purchase$15,001 - $50,000 · Spouse | Sep 2, 2022 | Aug 8, 2022 | ▲ 6.2%−86.9 pts vs S&P | Filing for TGT on Aug 8, 2022 |
| UPS UPSUnited Parcel Service | Purchase$15,001 - $50,000 · Spouse | Sep 2, 2022 | Aug 8, 2022 | ▼ 31.1%−124.1 pts vs S&P | Filing for UPS on Aug 8, 2022 |
| APD APDAir Products | Purchase$15,001 - $50,000 | Jan 14, 2022 | Dec 14, 2021 | ▲ 19.3%−54.7 pts vs S&P | Filing for APD on Dec 14, 2021 |
| CLX CLXClorox | Sale (full)$15,001 - $50,000 | Jan 14, 2022 | Dec 14, 2021 | ▼ 35.2%−109.2 pts vs S&P | Filing for CLX on Dec 14, 2021 |
| BMY BMYBristol Myers Squibb | Sale (partial)$15,001 - $50,000 · Spouse | Sep 2, 2022 | Nov 10, 2021 | ▲ 27.8%−46.1 pts vs S&P | Filing for BMY on Nov 10, 2021 |
| GILD GILDGilead Sciences | Sale (partial)$15,001 - $50,000 · Spouse | Sep 2, 2022 | Nov 10, 2021 | ▲ 198.9%+125.0 pts vs S&P | Filing for GILD on Nov 10, 2021 |
| LHX LHXL3Harris | Sale (partial)$15,001 - $50,000 · Spouse | Sep 2, 2022 | Nov 10, 2021 | ▲ 36.8%−37.1 pts vs S&P | Filing for LHX on Nov 10, 2021 |
| BLK BLKBlackRock | Purchase$15,001 - $50,000 · Spouse | Sep 2, 2022 | Jul 28, 2021 | ▲ 52.9%−31.4 pts vs S&P | Filing for BLK on Jul 28, 2021 |
| D DDominion Energy | Sale (partial)$15,001 - $50,000 · Spouse | Sep 2, 2022 | Jul 28, 2021 | ▲ 11.2%−73.1 pts vs S&P | Filing for D on Jul 28, 2021 |
| GD GDGeneral Dynamics | Purchase$15,001 - $50,000 · Spouse | Sep 2, 2022 | Jul 28, 2021 | ▲ 112.9%+28.6 pts vs S&P | Filing for GD on Jul 28, 2021 |
| HRL HRLHormel Foods | Sale (partial)$15,001 - $50,000 · Spouse | Sep 2, 2022 | Jul 28, 2021 | ▼ 45.5%−129.8 pts vs S&P | Filing for HRL on Jul 28, 2021 |
| MRK MRKMerck & Co. | Sale (partial)$15,001 - $50,000 · Spouse | Sep 2, 2022 | Jul 28, 2021 | ▲ 115.6%+31.3 pts vs S&P | Filing for MRK on Jul 28, 2021 |
| DGX DGXQuest Diagnostics | Purchase$15,001 - $50,000 · Spouse | Sep 2, 2022 | Jul 28, 2021 | ▲ 93.8%+9.5 pts vs S&P | Filing for DGX on Jul 28, 2021 |
| TXN TXNTexas Instruments | Purchase$15,001 - $50,000 · Spouse | Sep 2, 2022 | Jul 28, 2021 | — | Filing for TXN on Jul 28, 2021 |
| ABT ABTAbbott Laboratories | Purchase$1,001 - $15,000 · Spouse | Sep 2, 2022 | Mar 4, 2021 | ▲ 5.2%−111.0 pts vs S&P | Filing for ABT on Mar 4, 2021 |
| AMGN AMGNAmgen | Purchase$15,001 - $50,000 · Spouse | Sep 2, 2022 | Mar 4, 2021 | ▲ 146.5%+30.4 pts vs S&P | Filing for AMGN on Mar 4, 2021 |
| CSCO CSCOCisco | Purchase$1,001 - $15,000 · Spouse | Sep 2, 2022 | Mar 4, 2021 | ▲ 170.5%+54.4 pts vs S&P | Filing for CSCO on Mar 4, 2021 |
| CLX CLXClorox | Purchase$15,001 - $50,000 · Spouse | Sep 2, 2022 | Mar 4, 2021 | ▼ 36.0%−152.1 pts vs S&P | Filing for CLX on Mar 4, 2021 |
| D DDominion Energy | Purchase$1,001 - $15,000 · Spouse | Sep 2, 2022 | Mar 4, 2021 | ▲ 24.9%−91.3 pts vs S&P | Filing for D on Mar 4, 2021 |
| IRM IRMIron Mountain | Purchase$1,001 - $15,000 · Spouse | Sep 2, 2022 | Mar 4, 2021 | ▲ 318.9%+202.8 pts vs S&P | Filing for IRM on Mar 4, 2021 |
| JNJ JNJJohnson & Johnson | Purchase$15,001 - $50,000 · Spouse | Sep 2, 2022 | Mar 4, 2021 | ▲ 102.2%−13.9 pts vs S&P | Filing for JNJ on Mar 4, 2021 |
| PG PGProcter & Gamble | Purchase$1,001 - $15,000 · Spouse | Sep 2, 2022 | Mar 4, 2021 | ▲ 53.5%−62.6 pts vs S&P | Filing for PG on Mar 4, 2021 |
| VTRS VTRSViatris | Sale (full)$1,001 - $15,000 · Spouse | Sep 2, 2022 | Mar 4, 2021 | ▲ 72.9%−43.2 pts vs S&P | Filing for VTRS on Mar 4, 2021 |
| WM WMWaste Management | Purchase$1,001 - $15,000 · Spouse | Sep 2, 2022 | Mar 4, 2021 | ▲ 122.6%+6.5 pts vs S&P | Filing for WM on Mar 4, 2021 |
| CVX CVXChevron Corporation | Purchase$15,001 - $50,000 · Spouse | Sep 14, 2020 | Aug 4, 2020 | ▲ 241.4%+92.8 pts vs S&P | Filing for CVX on Aug 4, 2020 |
| HRL HRLHormel Foods | Purchase$15,001 - $50,000 · Spouse | Sep 14, 2020 | Aug 4, 2020 | ▼ 48.9%−197.6 pts vs S&P | Filing for HRL on Aug 4, 2020 |
| UNP UNPUnion Pacific Corporation | Purchase$15,001 - $50,000 · Spouse | Sep 14, 2020 | Aug 4, 2020 | ▲ 101.5%−47.2 pts vs S&P | Filing for UNP on Aug 4, 2020 |
| ABT ABTAbbott Laboratories | Purchase$15,001 - $50,000 · Spouse | Sep 14, 2020 | Jul 28, 2020 | ▲ 23.1%−132.5 pts vs S&P | Filing for ABT on Jul 28, 2020 |
| AFL AFLAflac | Sale (full)$1,001 - $15,000 · Spouse | Sep 14, 2020 | Jul 28, 2020 | ▲ 294.6%+139.0 pts vs S&P | Filing for AFL on Jul 28, 2020 |
| MO MOAltria | Sale (full)$1,001 - $15,000 · Spouse | Sep 14, 2020 | Jul 28, 2020 | ▲ 190.3%+34.7 pts vs S&P | Filing for MO on Jul 28, 2020 |
| AMGN AMGNAmgen | Purchase$15,001 - $50,000 · Spouse | Sep 14, 2020 | Jul 28, 2020 | ▲ 118.8%−36.8 pts vs S&P | Filing for AMGN on Jul 28, 2020 |
| BUD BUDAnheuser-busch Inbev SA | Sale (full)$15,001 - $50,000 · Spouse | Sep 14, 2020 | Jul 28, 2020 | — | Filing for BUD on Jul 28, 2020 |
| BTI BTIBritish American Tobacco P.l.c. | Sale (full)$1,001 - $15,000 · Spouse | Sep 14, 2020 | Jul 28, 2020 | — | Filing for BTI on Jul 28, 2020 |
| CSCO CSCOCisco | Purchase$15,001 - $50,000 · Spouse | Sep 14, 2020 | Jul 28, 2020 | ▲ 165.0%+9.4 pts vs S&P | Filing for CSCO on Jul 28, 2020 |
| CLX CLXClorox | Purchase$15,001 - $50,000 · Spouse | Sep 14, 2020 | Jul 28, 2020 | ▼ 49.5%−205.1 pts vs S&P | Filing for CLX on Jul 28, 2020 |
| GLW GLWCorning Inc. | Purchase$15,001 - $50,000 · Spouse | Sep 14, 2020 | Jul 28, 2020 | ▲ 386.6%+231.0 pts vs S&P | Filing for GLW on Jul 28, 2020 |
| CVS CVSCVS Health | Sale (full)$15,001 - $50,000 · Spouse | Sep 14, 2020 | Jul 28, 2020 | ▲ 76.8%−78.7 pts vs S&P | Filing for CVS on Jul 28, 2020 |
| D DDominion Energy | Purchase$15,001 - $50,000 · Spouse | Sep 14, 2020 | Jul 28, 2020 | ▲ 6.5%−149.1 pts vs S&P | Filing for D on Jul 28, 2020 |
| DOV DOVDover Corporation | Purchase$15,001 - $50,000 · Spouse | Sep 14, 2020 | Jul 28, 2020 | ▲ 120.2%−35.4 pts vs S&P | Filing for DOV on Jul 28, 2020 |
| EMR EMREmerson Electric | Purchase$15,001 - $50,000 · Spouse | Sep 14, 2020 | Jul 28, 2020 | ▲ 204.2%+48.7 pts vs S&P | Filing for EMR on Jul 28, 2020 |
| ENR ENREnergizer Holdings, Inc. | Sale (full)$1,001 - $15,000 · Spouse | Sep 14, 2020 | Jul 28, 2020 | ▼ 37.3%−192.9 pts vs S&P | Filing for ENR on Jul 28, 2020 |
| HAL HALHalliburton | Sale (full)$1,001 - $15,000 · Spouse | Sep 14, 2020 | Jul 28, 2020 | ▲ 160.4%+4.8 pts vs S&P | Filing for HAL on Jul 28, 2020 |
| IRM IRMIron Mountain | Purchase$15,001 - $50,000 · Spouse | Sep 14, 2020 | Jul 28, 2020 | ▲ 447.1%+291.5 pts vs S&P | Filing for IRM on Jul 28, 2020 |
| JNJ JNJJohnson & Johnson | Purchase$15,001 - $50,000 · Spouse | Sep 14, 2020 | Jul 28, 2020 | ▲ 115.0%−40.6 pts vs S&P | Filing for JNJ on Jul 28, 2020 |
| MCD MCDMcDonald's | Purchase$15,001 - $50,000 · Spouse | Sep 14, 2020 | Jul 28, 2020 | ▲ 54.6%−101.0 pts vs S&P | Filing for MCD on Jul 28, 2020 |
| MDLZ MDLZMondelez International | Sale (full)$1,001 - $15,000 · Spouse | Sep 14, 2020 | Jul 28, 2020 | ▲ 38.1%−117.5 pts vs S&P | Filing for MDLZ on Jul 28, 2020 |
| PG PGProcter & Gamble | Purchase$15,001 - $50,000 · Spouse | Sep 14, 2020 | Jul 28, 2020 | ▲ 48.3%−107.3 pts vs S&P | Filing for PG on Jul 28, 2020 |
| KHC KHCKraft Heinz | Sale (full)$15,001 - $50,000 · Spouse | Sep 14, 2020 | Jul 28, 2020 | ▼ 5.8%−161.3 pts vs S&P | Filing for KHC on Jul 28, 2020 |
| USB USBU.S. Bancorp | Purchase$15,001 - $50,000 · Spouse | Sep 14, 2020 | Jul 28, 2020 | ▲ 114.5%−41.1 pts vs S&P | Filing for USB on Jul 28, 2020 |
| WM WMWaste Management | Purchase$15,001 - $50,000 · Spouse | Sep 14, 2020 | Jul 28, 2020 | ▲ 141.5%−14.1 pts vs S&P | Filing for WM on Jul 28, 2020 |
| YUMC YUMCYum China Holdings, Inc. | Sale (full)$1,001 - $15,000 · Spouse | Sep 14, 2020 | Jul 28, 2020 | ▼ 1.9%−157.5 pts vs S&P | Filing for YUMC on Jul 28, 2020 |
| CVX CVXChevron Corporation | Sale (full)$1,001 - $15,000 · Spouse | Aug 12, 2020 | Mar 17, 2020 | ▲ 323.9%+95.8 pts vs S&P | Filing for CVX on Mar 17, 2020 |
| QCOM QCOMQualcomm | Sale (full)$15,001 - $50,000 · Spouse | Aug 12, 2020 | Mar 16, 2020 | ▲ 193.5%−52.2 pts vs S&P | Filing for QCOM on Mar 16, 2020 |
| PFE PFEPfizer | Purchase$15,001 - $50,000 · Spouse | Aug 12, 2020 | Aug 14, 2019 | ▲ 30.0%−164.9 pts vs S&P | Filing for PFE on Aug 14, 2019 |
| EXC EXCExelon | Sale (full)$15,001 - $50,000 · Spouse | Aug 12, 2020 | Jul 24, 2019 | ▲ 82.0%−95.7 pts vs S&P | Filing for EXC on Jul 24, 2019 |
| ABBV ABBVAbbVie | Purchase$15,001 - $50,000 · Spouse | Aug 12, 2020 | Jul 2, 2019 | ▲ 423.2%+240.7 pts vs S&P | Filing for ABBV on Jul 2, 2019 |
| CVS CVSCVS Health | Purchase$15,001 - $50,000 · Spouse | Aug 12, 2020 | Apr 11, 2019 | ▲ 123.0%−68.9 pts vs S&P | Filing for CVS on Apr 11, 2019 |
| PSX PSXPhillips 66 | Sale (full)$1,001 - $15,000 · Spouse | Aug 12, 2020 | Apr 11, 2019 | ▲ 273.2%+81.3 pts vs S&P | Filing for PSX on Apr 11, 2019 |
| BTI BTIBritish American Tobacco P.l.c. | Purchase$15,001 - $50,000 · Spouse | Aug 12, 2020 | Feb 1, 2019 | — | Filing for BTI on Feb 1, 2019 |
| KHC KHCKraft Heinz | Purchase$1,001 - $15,000 · Spouse | Aug 12, 2020 | Feb 1, 2019 | ▼ 24.3%−237.2 pts vs S&P | Filing for KHC on Feb 1, 2019 |
| BTI BTIBritish American Tobacco P.l.c. | Purchase$1,001 - $15,000 · Spouse | Aug 12, 2020 | Feb 1, 2019 | — | Filing for BTI on Feb 1, 2019 |