| WAT WATWaters Corporation | Exchange$1,001 - $15,000 | Feb 23, 2026 | Feb 10, 2026 | — | Filing for WAT on Feb 10, 2026 |
| GOOG GOOGLAlphabet Inc. (Class A) | Sale (partial)$15,001 - $50,000 | Dec 6, 2025 | Nov 24, 2025 | ▼ 12.2%−26.1 pts vs S&P | Filing for GOOGL on Nov 24, 2025 |
| AAPL AAPLApple Inc. | Sale (partial)$50,001 - $100,000 | Dec 6, 2025 | Nov 24, 2025 | ▲ 20.3%+6.3 pts vs S&P | Filing for AAPL on Nov 24, 2025 |
| HON HONHoneywell Technologies | Sale (partial)$15,001 - $50,000 | Dec 6, 2025 | Nov 24, 2025 | ▲ 14.6%+0.6 pts vs S&P | Filing for HON on Nov 24, 2025 |
| SOLS SOLSSolstice Advanced Materials Inc. | Sale (full)$1,001 - $15,000 | Dec 6, 2025 | Nov 24, 2025 | ▲ 36.3%+22.3 pts vs S&P | Filing for SOLS on Nov 24, 2025 |
| Q QQnity Electronics, Inc. | Exchange$1,001 - $15,000 | Dec 6, 2025 | Nov 3, 2025 | — | Filing for Q on Nov 3, 2025 |
| SOLS SOLSSolstice Advanced Materials Inc. | Exchange$1,001 - $15,000 | Dec 6, 2025 | Oct 30, 2025 | — | Filing for SOLS on Oct 30, 2025 |
| SOLS SOLSSolstice Advanced Materials Inc. | Exchange$1,001 - $15,000 | Dec 6, 2025 | Oct 30, 2025 | — | Filing for SOLS on Oct 30, 2025 |
| SOLS SOLSSolstice Advanced Materials Inc. | Exchange$1,001 - $15,000 | Dec 6, 2025 | Oct 30, 2025 | — | Filing for SOLS on Oct 30, 2025 |
| WMT WMTWalmart | Purchase$15,001 - $50,000 | Apr 2, 2025 | Mar 27, 2025 | ▲ 47.6%+12.5 pts vs S&P | Filing for WMT on Mar 27, 2025 |
| DIS DISThe Walt Disney Company | Purchase$1,001 - $15,000 | Jan 27, 2025 | Jan 15, 2025 | ▲ 7.5%−22.2 pts vs S&P | Filing for DIS on Jan 15, 2025 |
| AAPL AAPLApple Inc. | Sale (partial)$15,001 - $50,000 | Jun 24, 2024 | Jun 13, 2024 | ▲ 56.0%+12.9 pts vs S&P | Filing for AAPL on Jun 13, 2024 |
| AAPL AAPLApple Inc. | Sale (partial)$1,001 - $15,000 | Jun 24, 2024 | Jun 12, 2024 | ▲ 56.8%+13.4 pts vs S&P | Filing for AAPL on Jun 12, 2024 |
| AAPL AAPLApple Inc. | Sale (partial)$15,001 - $50,000 | Jun 24, 2024 | Jun 12, 2024 | ▲ 56.8%+13.4 pts vs S&P | Filing for AAPL on Jun 12, 2024 |
| MDT MDTMedtronic | Purchase$15,001 - $50,000 | Dec 14, 2023 | Dec 5, 2023 | ▲ 38.4%−32.9 pts vs S&P | Filing for MDT on Dec 5, 2023 |
| BX BXBlackstone Inc. | Purchase$15,001 - $50,000 | Apr 19, 2023 | Apr 10, 2023 | — | Filing for BX on Apr 10, 2023 |
| CTVA CTVACorteva, Inc. | Purchase$15,001 - $50,000 | Apr 19, 2023 | Apr 10, 2023 | ▲ 35.2%−57.0 pts vs S&P | Filing for CTVA on Apr 10, 2023 |
| META METAMeta Platforms | Sale (full)$15,001 - $50,000 | Jan 1, 2023 | Dec 19, 2022 | ▲ 446.0%+338.0 pts vs S&P | Filing for META on Dec 19, 2022 |
| SWK SWKStanley Black & Decker | Sale (full)$1,001 - $15,000 | Jan 1, 2023 | Dec 19, 2022 | ▲ 62.1%−46.0 pts vs S&P | Filing for SWK on Dec 19, 2022 |
| DIS DISThe Walt Disney Company | Purchase$1,001 - $15,000 | May 15, 2023 | Nov 29, 2022 | ▲ 24.4%−76.6 pts vs S&P | Filing for DIS on Nov 29, 2022 |
| PG PGProcter & Gamble | Purchase$1,001 - $15,000 | Aug 15, 2022 | Aug 3, 2022 | ▲ 24.8%−67.6 pts vs S&P | Filing for PG on Aug 3, 2022 |
| AAPL AAPLApple Inc. | Sale (partial)$15,001 - $50,000 | Apr 26, 2022 | Apr 18, 2022 | ▲ 105.0%+22.2 pts vs S&P | Filing for AAPL on Apr 18, 2022 |
| AAPL AAPLApple Inc. | Sale (partial)$15,001 - $50,000 | Dec 10, 2021 | Dec 1, 2021 | ▲ 105.7%+26.7 pts vs S&P | Filing for AAPL on Dec 1, 2021 |
| IP IPInternational Paper | Sale (full)$15,001 - $50,000 | Dec 10, 2021 | Dec 1, 2021 | ▼ 3.1%−82.1 pts vs S&P | Filing for IP on Dec 1, 2021 |
| SLVM SLVMSylvamo Corp | Sale (full)$1,001 - $15,000 | Dec 10, 2021 | Dec 1, 2021 | ▲ 18.3%−60.6 pts vs S&P | Filing for SLVM on Dec 1, 2021 |
| SLVM SLVMSylvamo Corp | Exchange$1,001 - $15,000 | Oct 11, 2021 | Oct 1, 2021 | — | Filing for SLVM on Oct 1, 2021 |
| ABBV ABBVAbbVie | Sale (full)$50,001 - $100,000 | Jun 29, 2021 | Jun 18, 2021 | ▲ 208.4%+113.5 pts vs S&P | Filing for ABBV on Jun 18, 2021 |
| OTIS OTISOtis Worldwide | Sale (full)$15,001 - $50,000 | Jun 29, 2021 | Jun 18, 2021 | ▲ 5.4%−89.5 pts vs S&P | Filing for OTIS on Jun 18, 2021 |
| VTRS VTRSViatris | Sale (full)$1,001 - $15,000 | Jun 29, 2021 | Jun 18, 2021 | ▲ 63.6%−31.3 pts vs S&P | Filing for VTRS on Jun 18, 2021 |
| BX BXBlackstone Inc. | Sale (partial)$15,001 - $50,000 | May 3, 2021 | Apr 22, 2021 | — | Filing for BX on Apr 22, 2021 |
| PEP PEPPepsiCo | Purchase$15,001 - $50,000 | Mar 10, 2021 | Mar 2, 2021 | ▲ 26.1%−84.5 pts vs S&P | Filing for PEP on Mar 2, 2021 |
| MS MSMorgan Stanley | Exchange$15,001 - $50,000 | Mar 10, 2021 | Mar 1, 2021 | — | Filing for MS on Mar 1, 2021 |
| DIS DISThe Walt Disney Company | Sale (partial)$15,001 - $50,000 | Jan 13, 2021 | Dec 31, 2020 | ▼ 35.0%−152.8 pts vs S&P | Filing for DIS on Dec 31, 2020 |
| VTRS VTRSViatris | Exchange$1,001 - $15,000 | Dec 1, 2020 | Nov 17, 2020 | — | Filing for VTRS on Nov 17, 2020 |
| ABBV ABBVAbbVie | Purchase$15,001 - $50,000 · Spouse | Oct 24, 2020 | Oct 13, 2020 | ▲ 312.3%+178.8 pts vs S&P | Filing for ABBV on Oct 13, 2020 |
| CARR CARRCarrier Global | Sale (full)$15,001 - $50,000 | Oct 24, 2020 | Oct 13, 2020 | ▲ 85.4%−48.1 pts vs S&P | Filing for CARR on Oct 13, 2020 |
| NVDA NVDANVIDIA Corporation | Sale (full)$50,001 - $100,000 | Oct 24, 2020 | Oct 13, 2020 | ▲ 1359.2%+1225.7 pts vs S&P | Filing for NVDA on Oct 13, 2020 |
| AAPL AAPLApple Inc. | Sale (partial)$15,001 - $50,000 | Sep 2, 2020 | Aug 20, 2020 | ▲ 188.8%+46.1 pts vs S&P | Filing for AAPL on Aug 20, 2020 |
| AAPL AAPLApple Inc. | Sale (partial)$15,001 - $50,000 · Spouse | Sep 2, 2020 | Aug 20, 2020 | ▲ 188.8%+46.1 pts vs S&P | Filing for AAPL on Aug 20, 2020 |
| WMT WMTWalmart | Purchase$1,001 - $15,000 | Sep 2, 2020 | Aug 20, 2020 | ▲ 209.9%+67.3 pts vs S&P | Filing for WMT on Aug 20, 2020 |
| CARR CARRCarrier Global | Exchange$1,001 - $15,000 | Apr 16, 2020 | Apr 3, 2020 | — | Filing for CARR on Apr 3, 2020 |
| OTIS OTISOtis Worldwide | Exchange$1,001 - $15,000 | Apr 16, 2020 | Apr 3, 2020 | — | Filing for OTIS on Apr 3, 2020 |
| NEE NEENextEra Energy | Sale (full)$50,001 - $100,000 | Jan 13, 2020 | Jan 2, 2020 | ▲ 67.0%−88.3 pts vs S&P | Filing for NEE on Jan 2, 2020 |
| ALC ALCAlcon Inc | Purchase$1,001 - $15,000 | Nov 15, 2019 | Nov 1, 2019 | — | Filing for ALC on Nov 1, 2019 |
| DUK DUKDuke Energy | Sale (full)$15,001 - $50,000 | Nov 15, 2019 | Nov 1, 2019 | ▲ 76.5%−95.7 pts vs S&P | Filing for DUK on Nov 1, 2019 |
| VLO VLOValero Energy | Sale (full)$15,001 - $50,000 | Nov 15, 2019 | Nov 1, 2019 | ▲ 409.5%+237.3 pts vs S&P | Filing for VLO on Nov 1, 2019 |
| DIS DISThe Walt Disney Company | Purchase$15,001 - $50,000 | Nov 15, 2019 | Nov 1, 2019 | ▼ 10.8%−183.0 pts vs S&P | Filing for DIS on Nov 1, 2019 |
| DD DDDuPont | Exchange$1,001 - $15,000 | Jun 14, 2019 | Jun 3, 2019 | — | Filing for DD on Jun 3, 2019 |
| CTVA CTVACorteva, Inc. | Exchange$1,001 - $15,000 | Jun 6, 2019 | May 31, 2019 | — | Filing for CTVA on May 31, 2019 |
| VOD VODVodafone Group Public LTD Co | Sale (full)$1,001 - $15,000 | May 22, 2019 | May 14, 2019 | — | Filing for VOD on May 14, 2019 |
| ALC ALCAlcon Inc | Exchange$1,001 - $15,000 | Apr 18, 2019 | Apr 11, 2019 | — | Filing for ALC on Apr 11, 2019 |
| DOW DOWDow Inc. | Exchange$1,001 - $15,000 | Apr 14, 2019 | Apr 4, 2019 | — | Filing for DOW on Apr 4, 2019 |
| CCI CCICrown Castle | Sale (full)$15,001 - $50,000 | Apr 14, 2019 | Mar 25, 2019 | ▼ 4.6%−206.1 pts vs S&P | Filing for CCI on Mar 25, 2019 |
| UBSI UBSIUnited Bankshares Inc | Purchase$1,001 - $15,000 | Apr 14, 2019 | Mar 25, 2019 | ▲ 92.0%−109.5 pts vs S&P | Filing for UBSI on Mar 25, 2019 |
| DIS DISThe Walt Disney Company | Purchase$15,001 - $50,000 | Apr 14, 2019 | Mar 25, 2019 | ▲ 10.6%−190.9 pts vs S&P | Filing for DIS on Mar 25, 2019 |
| T TAT&T | Sale (full)$15,001 - $50,000 | Jan 2, 2019 | Dec 19, 2018 | ▲ 63.8%−174.5 pts vs S&P | Filing for T on Dec 19, 2018 |
| CVX CVXChevron Corporation | Sale (full)$50,001 - $100,000 | Jan 2, 2019 | Dec 19, 2018 | ▲ 192.6%−45.7 pts vs S&P | Filing for CVX on Dec 19, 2018 |
| XOM XOMExxonMobil | Sale (full)$15,001 - $50,000 | Jan 2, 2019 | Dec 19, 2018 | ▲ 254.4%+16.2 pts vs S&P | Filing for XOM on Dec 19, 2018 |
| WMB WMBWilliams Companies | Sale (full)$15,001 - $50,000 | Jan 2, 2019 | Dec 19, 2018 | ▲ 392.7%+154.4 pts vs S&P | Filing for WMB on Dec 19, 2018 |
| REZI REZIResideo Technologies, Inc. | Sale (full)$1,001 - $15,000 | Nov 19, 2018 | Nov 1, 2018 | ▲ 25.8%−185.0 pts vs S&P | Filing for REZI on Nov 1, 2018 |
| REZI REZIResideo Technologies, Inc. | Sale (full)$1,001 - $15,000 · Spouse | Nov 19, 2018 | Nov 1, 2018 | ▲ 25.8%−185.0 pts vs S&P | Filing for REZI on Nov 1, 2018 |
| MMM MMM3M | Sale (full)$15,001 - $50,000 · Joint | Oct 30, 2018 | Oct 24, 2018 | ▲ 50.7%−169.6 pts vs S&P | Filing for MMM on Oct 24, 2018 |
| SBUX SBUXStarbucks | Sale (full)$15,001 - $50,000 · Spouse | Oct 30, 2018 | Oct 24, 2018 | ▲ 114.0%−106.3 pts vs S&P | Filing for SBUX on Oct 24, 2018 |
| VLO VLOValero Energy | Purchase$1,001 - $15,000 · Spouse | Aug 9, 2018 | Jul 30, 2018 | ▲ 355.9%+150.9 pts vs S&P | Filing for VLO on Jul 30, 2018 |
| ALLY ALLYAlly Financial Inc. | Purchase$15,001 - $50,000 · Spouse | Aug 1, 2018 | Jul 26, 2018 | — | Filing for ALLY on Jul 26, 2018 |
| QCOM QCOMQualcomm | Sale (full)$15,001 - $50,000 · Spouse | Aug 1, 2018 | Jul 26, 2018 | ▲ 217.4%+16.0 pts vs S&P | Filing for QCOM on Jul 26, 2018 |
| JCI JCIJohnson Controls | Purchase$1,001 - $15,000 · Spouse | Jul 24, 2018 | Jul 12, 2018 | ▲ 414.0%+208.4 pts vs S&P | Filing for JCI on Jul 12, 2018 |
| VLO VLOValero Energy | Purchase$1,001 - $15,000 · Spouse | Jun 19, 2018 | Jun 4, 2018 | ▲ 329.6%+117.6 pts vs S&P | Filing for VLO on Jun 4, 2018 |
| MMM MMM3M | Purchase$15,001 - $50,000 · Joint | Jun 3, 2018 | May 23, 2018 | ▲ 40.9%−172.8 pts vs S&P | Filing for MMM on May 23, 2018 |
| PEP PEPPepsiCo | Purchase$15,001 - $50,000 · Joint | Jun 3, 2018 | May 23, 2018 | ▲ 78.8%−135.0 pts vs S&P | Filing for PEP on May 23, 2018 |
| CMCS CMCSAComcast | Purchase$15,001 - $50,000 | May 16, 2018 | May 8, 2018 | ▲ 5.5%−215.8 pts vs S&P | Filing for CMCSA on May 8, 2018 |
| EPD EPDEnterprise Products Partners L.p. | Purchase$1,001 - $15,000 | May 16, 2018 | May 8, 2018 | ▲ 160.8%−60.5 pts vs S&P | Filing for EPD on May 8, 2018 |
| CCI CCICrown Castle | Purchase$15,001 - $50,000 · Spouse | Apr 26, 2018 | Apr 20, 2018 | ▲ 21.1%−200.6 pts vs S&P | Filing for CCI on Apr 20, 2018 |
| QCOM QCOMQualcomm | Sale (partial)$15,001 - $50,000 · Spouse | Apr 26, 2018 | Apr 20, 2018 | ▲ 296.4%+74.7 pts vs S&P | Filing for QCOM on Apr 20, 2018 |
| VOD VODVodafone Group Public LTD Co | Purchase$1,001 - $15,000 · Spouse | Apr 18, 2018 | Apr 9, 2018 | — | Filing for VOD on Apr 9, 2018 |
| NKE NKENike, Inc. | Sale (full)$1,001 - $15,000 · Spouse | Mar 20, 2018 | Mar 16, 2018 | ▼ 34.2%−247.0 pts vs S&P | Filing for NKE on Mar 16, 2018 |
| ABBV ABBVAbbVie | Purchase$1,001 - $15,000 · Spouse | Mar 1, 2018 | Feb 22, 2018 | ▲ 249.5%+31.1 pts vs S&P | Filing for ABBV on Feb 22, 2018 |
| CSCO CSCOCisco | Purchase$1,001 - $15,000 | Mar 1, 2018 | Feb 22, 2018 | ▲ 207.8%−10.6 pts vs S&P | Filing for CSCO on Feb 22, 2018 |
| WMT WMTWalmart | Purchase$1,001 - $15,000 | Mar 1, 2018 | Feb 22, 2018 | ▲ 361.6%+143.1 pts vs S&P | Filing for WMT on Feb 22, 2018 |
| CMI CMICummins | Sale (full)$15,001 - $50,000 · Spouse | Feb 1, 2018 | Jan 26, 2018 | ▲ 225.6%+25.2 pts vs S&P | Filing for CMI on Jan 26, 2018 |
| WMT WMTWalmart | Sale (full)$1,001 - $15,000 | Feb 1, 2018 | Jan 26, 2018 | ▲ 295.1%+94.6 pts vs S&P | Filing for WMT on Jan 26, 2018 |
| NWL NWLNewell Brands Inc. | Sale (full)$15,001 - $50,000 · Spouse | Jan 10, 2018 | Dec 28, 2017 | ▼ 72.4%−293.9 pts vs S&P | Filing for NWL on Dec 28, 2017 |
| SLB SLBSchlumberger | Sale (full)$15,001 - $50,000 | Dec 7, 2017 | Nov 28, 2017 | ▲ 8.3%−221.0 pts vs S&P | Filing for SLB on Nov 28, 2017 |
| CSCO CSCOCisco | Purchase$15,001 - $50,000 | Nov 21, 2017 | Nov 15, 2017 | ▲ 290.4%+52.9 pts vs S&P | Filing for CSCO on Nov 15, 2017 |
| EMR EMREmerson Electric | Purchase$1,001 - $15,000 | Nov 8, 2017 | Oct 31, 2017 | ▲ 219.1%−17.5 pts vs S&P | Filing for EMR on Oct 31, 2017 |
| GE GEGE Aerospace | Sale (full)$15,001 - $50,000 | Nov 8, 2017 | Oct 31, 2017 | ▲ 255.7%+19.2 pts vs S&P | Filing for GE on Oct 31, 2017 |
| GE GEGE Aerospace | Sale (full)$15,001 - $50,000 · Spouse | Oct 26, 2017 | Oct 18, 2017 | ▲ 210.2%−28.3 pts vs S&P | Filing for GE on Oct 18, 2017 |
| NWL NWLNewell Brands Inc. | Purchase$15,001 - $50,000 · Spouse | Oct 26, 2017 | Oct 18, 2017 | ▼ 79.1%−317.5 pts vs S&P | Filing for NWL on Oct 18, 2017 |
| MDT MDTMedtronic | Purchase$1,001 - $15,000 · Spouse | Sep 12, 2017 | Aug 28, 2017 | ▲ 59.1%−196.5 pts vs S&P | Filing for MDT on Aug 28, 2017 |
| MDLZ MDLZMondelez International | Purchase$1,001 - $15,000 | Sep 12, 2017 | Aug 28, 2017 | ▲ 98.9%−156.7 pts vs S&P | Filing for MDLZ on Aug 28, 2017 |
| IBM IBMIBM | Purchase$1,001 - $15,000 | Aug 23, 2017 | Aug 14, 2017 | ▲ 167.3%−85.5 pts vs S&P | Filing for IBM on Aug 14, 2017 |
| QCOM QCOMQualcomm | Purchase$1,001 - $15,000 · Spouse | Aug 23, 2017 | Aug 14, 2017 | ▲ 291.6%+38.8 pts vs S&P | Filing for QCOM on Aug 14, 2017 |
| META METAMeta Platforms | Purchase$15,001 - $50,000 · Spouse | Jul 20, 2017 | Jul 10, 2017 | ▲ 307.2%+48.3 pts vs S&P | Filing for META on Jul 10, 2017 |
| CMCS CMCSAComcast | Sale (full)$15,001 - $50,000 | Jun 14, 2017 | Jun 7, 2017 | ▼ 21.6%−280.3 pts vs S&P | Filing for CMCSA on Jun 7, 2017 |
| JNJ JNJJohnson & Johnson | Sale (full)$15,001 - $50,000 · Spouse | Jun 14, 2017 | Jun 7, 2017 | ▲ 161.6%−97.1 pts vs S&P | Filing for JNJ on Jun 7, 2017 |
| MSFT MSFTMicrosoft Corporation | Sale (full)$15,001 - $50,000 · Spouse | Jun 14, 2017 | Jun 7, 2017 | ▲ 697.4%+438.7 pts vs S&P | Filing for MSFT on Jun 7, 2017 |
| UBSI UBSIUnited Bankshares Inc | Purchase$15,001 - $50,000 | Jun 14, 2017 | Jun 7, 2017 | ▲ 84.6%−174.1 pts vs S&P | Filing for UBSI on Jun 7, 2017 |
| TD TDToronto Dominion Bank | Purchase$15,001 - $50,000 | Apr 11, 2017 | Apr 5, 2017 | — | Filing for TD on Apr 5, 2017 |
| T TAT&T | Purchase$1,001 - $15,000 | Apr 5, 2017 | Mar 28, 2017 | ▲ 33.3%−238.2 pts vs S&P | Filing for T on Mar 28, 2017 |
| JCI JCIJohnson Controls | Purchase$1,001 - $15,000 · Spouse | Apr 5, 2017 | Mar 28, 2017 | ▲ 342.5%+71.1 pts vs S&P | Filing for JCI on Mar 28, 2017 |
| MDLZ MDLZMondelez International | Purchase$1,001 - $15,000 | Apr 5, 2017 | Mar 28, 2017 | ▲ 89.6%−181.8 pts vs S&P | Filing for MDLZ on Mar 28, 2017 |
| WMB WMBWilliams Companies | Purchase$1,001 - $15,000 | Apr 5, 2017 | Mar 28, 2017 | ▲ 317.6%+46.2 pts vs S&P | Filing for WMB on Mar 28, 2017 |
| NVDA NVDANVIDIA Corporation | Purchase$1,001 - $15,000 | Mar 22, 2017 | Mar 16, 2017 | ▲ 7997.1%+7729.1 pts vs S&P | Filing for NVDA on Mar 16, 2017 |
| QCOM QCOMQualcomm | Purchase$1,001 - $15,000 · Spouse | Mar 22, 2017 | Mar 16, 2017 | ▲ 262.9%−5.2 pts vs S&P | Filing for QCOM on Mar 16, 2017 |
| CVX CVXChevron Corporation | Purchase$15,001 - $50,000 | Mar 22, 2017 | Mar 15, 2017 | ▲ 209.9%−57.4 pts vs S&P | Filing for CVX on Mar 15, 2017 |
| UL ULUnilever PLC | Sale (full)$15,001 - $50,000 | Mar 9, 2017 | Feb 27, 2017 | — | Filing for UL on Feb 27, 2017 |
| M MMacy's, Inc. | Sale (full)$1,001 - $15,000 · Spouse | Feb 7, 2017 | Feb 1, 2017 | ▲ 24.6%−261.1 pts vs S&P | Filing for M on Feb 1, 2017 |
| META METAMeta Platforms | Purchase$1,001 - $15,000 · Spouse | Jan 11, 2017 | Jan 6, 2017 | ▲ 406.5%+120.1 pts vs S&P | Filing for META on Jan 6, 2017 |
| UL ULUnilever PLC | Purchase$1,001 - $15,000 | Jan 11, 2017 | Jan 6, 2017 | — | Filing for UL on Jan 6, 2017 |
| CCL CCLCarnival Corporation | Sale (full)$15,001 - $50,000 · Spouse | Dec 21, 2016 | Dec 14, 2016 | ▼ 36.8%−327.7 pts vs S&P | Filing for CCL on Dec 14, 2016 |
| UL ULUnilever PLC | Purchase$1,001 - $15,000 | Dec 15, 2016 | Dec 6, 2016 | — | Filing for UL on Dec 6, 2016 |
| GOOG GOOGLAlphabet Inc. (Class A) | Purchase$1,001 - $15,000 · Spouse | Dec 15, 2016 | Dec 5, 2016 | ▲ 624.0%+324.5 pts vs S&P | Filing for GOOGL on Dec 5, 2016 |
| UNH UNHUnitedHealth Group | Purchase$15,001 - $50,000 | Dec 15, 2016 | Dec 5, 2016 | ▲ 199.8%−99.7 pts vs S&P | Filing for UNH on Dec 5, 2016 |
| GOOG GOOGLAlphabet Inc. (Class A) | Purchase$15,001 - $50,000 · Spouse | Nov 29, 2016 | Nov 14, 2016 | ▲ 648.1%+340.4 pts vs S&P | Filing for GOOGL on Nov 14, 2016 |
| AXP AXPAmerican Express | Sale (full)$1,001 - $15,000 · Spouse | Nov 29, 2016 | Nov 14, 2016 | ▲ 413.8%+106.2 pts vs S&P | Filing for AXP on Nov 14, 2016 |
| AXP AXPAmerican Express | Sale (full)$15,001 - $50,000 · Joint | Nov 29, 2016 | Nov 14, 2016 | ▲ 413.8%+106.2 pts vs S&P | Filing for AXP on Nov 14, 2016 |
| CVS CVSCVS Health | Sale (full)$15,001 - $50,000 · Spouse | Nov 29, 2016 | Nov 14, 2016 | ▲ 64.4%−243.3 pts vs S&P | Filing for CVS on Nov 14, 2016 |
| JCI JCIJohnson Controls | Purchase$15,001 - $50,000 · Spouse | Nov 29, 2016 | Nov 14, 2016 | ▲ 324.1%+16.4 pts vs S&P | Filing for JCI on Nov 14, 2016 |
| PEP PEPPepsiCo | Purchase$15,001 - $50,000 · Joint | Nov 29, 2016 | Nov 14, 2016 | ▲ 84.8%−222.9 pts vs S&P | Filing for PEP on Nov 14, 2016 |
| COST COSTCostco | Purchase$1,001 - $15,000 · Spouse | Nov 10, 2016 | Nov 4, 2016 | ▲ 749.6%+426.2 pts vs S&P | Filing for COST on Nov 4, 2016 |
| SBUX SBUXStarbucks | Purchase$15,001 - $50,000 · Spouse | Nov 2, 2016 | Oct 25, 2016 | ▲ 141.1%−171.2 pts vs S&P | Filing for SBUX on Oct 25, 2016 |
| GE GEGE Aerospace | Purchase$1,001 - $15,000 | Nov 2, 2016 | Oct 24, 2016 | ▲ 156.5%−154.4 pts vs S&P | Filing for GE on Oct 24, 2016 |
| WM WMWaste Management | Purchase$15,001 - $50,000 · Joint | Sep 8, 2016 | Aug 31, 2016 | ▲ 341.5%+33.3 pts vs S&P | Filing for WM on Aug 31, 2016 |
| EPD EPDEnterprise Products Partners L.p. | Purchase$1,001 - $15,000 | Sep 8, 2016 | Aug 24, 2016 | ▲ 195.1%−112.2 pts vs S&P | Filing for EPD on Aug 24, 2016 |
| PFE PFEPfizer | Purchase$1,001 - $15,000 · Spouse | Aug 16, 2016 | Aug 8, 2016 | ▲ 42.3%−264.7 pts vs S&P | Filing for PFE on Aug 8, 2016 |
| VOD VODVodafone Group Public LTD Co | Purchase$1,001 - $15,000 · Spouse | Aug 10, 2016 | Aug 4, 2016 | — | Filing for VOD on Aug 4, 2016 |
| EPD EPDEnterprise Products Partners L.p. | Purchase$1,001 - $15,000 · Spouse | Aug 10, 2016 | Aug 2, 2016 | ▲ 188.9%−122.8 pts vs S&P | Filing for EPD on Aug 2, 2016 |
| CCL CCLCarnival Corporation | Purchase$1,001 - $15,000 · Spouse | Jul 28, 2016 | Jul 20, 2016 | ▼ 27.0%−335.8 pts vs S&P | Filing for CCL on Jul 20, 2016 |
| CCL CCLCarnival Corporation | Purchase$15,001 - $50,000 · Spouse | Jul 11, 2016 | Jul 6, 2016 | ▼ 22.2%−345.5 pts vs S&P | Filing for CCL on Jul 6, 2016 |
| HON HONHoneywell Technologies | Purchase$1,001 - $15,000 | Jul 11, 2016 | Jul 6, 2016 | ▲ 150.8%−172.5 pts vs S&P | Filing for HON on Jul 6, 2016 |
| CCI CCICrown Castle | Sale (full)$15,001 - $50,000 · Joint | Jul 11, 2016 | Jun 27, 2016 | ▲ 36.9%−307.7 pts vs S&P | Filing for CCI on Jun 27, 2016 |
| ABBV ABBVAbbVie | Purchase$1,001 - $15,000 · Spouse | Jun 29, 2016 | Jun 22, 2016 | ▲ 623.1%+296.7 pts vs S&P | Filing for ABBV on Jun 22, 2016 |
| BX BXBlackstone Inc. | Purchase$1,001 - $15,000 | Jun 29, 2016 | Jun 22, 2016 | — | Filing for BX on Jun 22, 2016 |
| ARCC ARCCAres Capital Corp | Purchase$1,001 - $15,000 · Spouse | Jun 15, 2016 | Jun 9, 2016 | ▲ 254.1%−66.6 pts vs S&P | Filing for ARCC on Jun 9, 2016 |
| ABT ABTAbbott Laboratories | Purchase$1,001 - $15,000 · Spouse | Jun 8, 2016 | Jun 1, 2016 | ▲ 237.8%−86.4 pts vs S&P | Filing for ABT on Jun 1, 2016 |
| CSCO CSCOCisco | Purchase$1,001 - $15,000 | Jun 8, 2016 | Jun 1, 2016 | ▲ 385.6%+61.3 pts vs S&P | Filing for CSCO on Jun 1, 2016 |
| QCOM QCOMQualcomm | Purchase$1,001 - $15,000 · Spouse | Jun 8, 2016 | Jun 1, 2016 | ▲ 296.5%−27.8 pts vs S&P | Filing for QCOM on Jun 1, 2016 |
| NKE NKENike, Inc. | Purchase$1,001 - $15,000 · Spouse | May 19, 2016 | May 9, 2016 | ▼ 24.2%−357.5 pts vs S&P | Filing for NKE on May 9, 2016 |
| COST COSTCostco | Purchase$15,001 - $50,000 · Spouse | May 5, 2016 | Apr 26, 2016 | ▲ 698.9%+371.9 pts vs S&P | Filing for COST on Apr 26, 2016 |
| HD HDThe Home Depot | Purchase$1,001 - $15,000 · Spouse | May 5, 2016 | Apr 26, 2016 | ▲ 216.1%−110.9 pts vs S&P | Filing for HD on Apr 26, 2016 |
| MAR MARMarriott International | Purchase$1,001 - $15,000 · Spouse | May 5, 2016 | Apr 26, 2016 | ▲ 583.9%+256.9 pts vs S&P | Filing for MAR on Apr 26, 2016 |
| MDLZ MDLZMondelez International | Purchase$1,001 - $15,000 | May 5, 2016 | Apr 26, 2016 | ▲ 97.5%−229.5 pts vs S&P | Filing for MDLZ on Apr 26, 2016 |
| CMI CMICummins | Purchase$15,001 - $50,000 · Spouse | Apr 12, 2016 | Mar 30, 2016 | ▲ 503.4%+170.4 pts vs S&P | Filing for CMI on Mar 30, 2016 |
| DUK DUKDuke Energy | Purchase$15,001 - $50,000 · Spouse | Apr 12, 2016 | Mar 30, 2016 | ▲ 141.2%−191.8 pts vs S&P | Filing for DUK on Mar 30, 2016 |
| LYB LYBLyondellBasell | Purchase$15,001 - $50,000 · Spouse | Apr 12, 2016 | Mar 30, 2016 | ▲ 38.8%−294.2 pts vs S&P | Filing for LYB on Mar 30, 2016 |
| AMGN AMGNAmgen | Purchase$1,001 - $15,000 · Spouse | Mar 31, 2016 | Mar 21, 2016 | ▲ 328.2%−7.7 pts vs S&P | Filing for AMGN on Mar 21, 2016 |
| HD HDThe Home Depot | Purchase$1,001 - $15,000 · Spouse | Mar 31, 2016 | Mar 21, 2016 | ▲ 226.6%−109.3 pts vs S&P | Filing for HD on Mar 21, 2016 |
| M MMacy's, Inc. | Purchase$15,001 - $50,000 · Spouse | Mar 31, 2016 | Mar 21, 2016 | ▼ 15.0%−350.8 pts vs S&P | Filing for M on Mar 21, 2016 |
| AMGN AMGNAmgen | Purchase$15,001 - $50,000 · Spouse | Mar 2, 2016 | Feb 23, 2016 | ▲ 327.4%−38.8 pts vs S&P | Filing for AMGN on Feb 23, 2016 |
| PFE PFEPfizer | Purchase$15,001 - $50,000 · Spouse | Mar 2, 2016 | Feb 23, 2016 | ▲ 68.8%−297.4 pts vs S&P | Filing for PFE on Feb 23, 2016 |
| DIS DISThe Walt Disney Company | Purchase$15,001 - $50,000 · Spouse | Mar 2, 2016 | Feb 23, 2016 | ▲ 30.9%−335.4 pts vs S&P | Filing for DIS on Feb 23, 2016 |
| GOOG GOOGLAlphabet Inc. (Class A) | Purchase$15,001 - $50,000 · Spouse | Jun 29, 2016 | Feb 18, 2016 | ▲ 685.3%+318.5 pts vs S&P | Filing for GOOGL on Feb 18, 2016 |
| AMZN AMZNAmazon | Purchase$15,001 - $50,000 · Spouse | Jun 29, 2016 | Feb 18, 2016 | ▲ 859.9%+493.2 pts vs S&P | Filing for AMZN on Feb 18, 2016 |
| AAPL AAPLApple Inc. | Purchase$1,001 - $15,000 · Spouse | Jun 29, 2016 | Feb 18, 2016 | ▲ 1421.0%+1054.2 pts vs S&P | Filing for AAPL on Feb 18, 2016 |
| CVS CVSCVS Health | Purchase$15,001 - $50,000 · Spouse | Jun 29, 2016 | Feb 18, 2016 | ▲ 30.7%−336.1 pts vs S&P | Filing for CVS on Feb 18, 2016 |
| HD HDThe Home Depot | Purchase$1,001 - $15,000 · Spouse | Jun 29, 2016 | Feb 18, 2016 | ▲ 258.6%−108.2 pts vs S&P | Filing for HD on Feb 18, 2016 |
| JNJ JNJJohnson & Johnson | Purchase$15,001 - $50,000 · Spouse | Jun 29, 2016 | Feb 18, 2016 | ▲ 241.9%−124.9 pts vs S&P | Filing for JNJ on Feb 18, 2016 |
| MSFT MSFTMicrosoft Corporation | Purchase$15,001 - $50,000 · Spouse | Jun 29, 2016 | Feb 18, 2016 | ▲ 1041.7%+674.9 pts vs S&P | Filing for MSFT on Feb 18, 2016 |
| HON HONHoneywell Technologies | Purchase$15,001 - $50,000 · Spouse | Mar 1, 2016 | Feb 18, 2016 | ▲ 178.2%−188.6 pts vs S&P | Filing for HON on Feb 18, 2016 |
| QCOM QCOMQualcomm | Purchase$1,001 - $15,000 · Spouse | Mar 1, 2016 | Feb 18, 2016 | ▲ 351.0%−15.8 pts vs S&P | Filing for QCOM on Feb 18, 2016 |
| IP IPInternational Paper | Purchase$1,001 - $15,000 · Spouse | Feb 24, 2016 | Feb 2, 2016 | ▲ 75.2%−296.3 pts vs S&P | Filing for IP on Feb 2, 2016 |
| NFG NFGNational Fuel GAS Co | Sale (full)$1,001 - $15,000 | Jan 14, 2016 | Dec 28, 2015 | ▲ 161.8%−175.1 pts vs S&P | Filing for NFG on Dec 28, 2015 |
| CMCS CMCSAComcast | Purchase$15,001 - $50,000 | Jan 14, 2016 | Dec 22, 2015 | ▲ 18.5%−322.1 pts vs S&P | Filing for CMCSA on Dec 22, 2015 |
| CVS CVSCVS Health | Purchase$15,001 - $50,000 · Spouse | Jan 14, 2016 | Dec 22, 2015 | ▲ 29.4%−311.2 pts vs S&P | Filing for CVS on Dec 22, 2015 |
| WMB WMBWilliams Companies | Sale (full)$1,001 - $15,000 | Jan 14, 2016 | Dec 22, 2015 | ▲ 478.6%+137.9 pts vs S&P | Filing for WMB on Dec 22, 2015 |
| CAT CATCaterpillar Inc. | Sale (full)$1,001 - $15,000 · Spouse | Nov 3, 2015 | Oct 21, 2015 | — | Filing for CAT on Oct 21, 2015 |
| CCI CCICrown Castle | Purchase$1,001 - $15,000 · Joint | Nov 3, 2015 | Oct 21, 2015 | — | Filing for CCI on Oct 21, 2015 |
| IBM IBMIBM | Sale (full)$1,001 - $15,000 · Spouse | Nov 3, 2015 | Oct 21, 2015 | — | Filing for IBM on Oct 21, 2015 |
| FCX FCXFreeport-McMoRan | Sale (full)$1,001 - $15,000 · Joint | Sep 30, 2015 | Sep 18, 2015 | — | Filing for FCX on Sep 18, 2015 |
| FCX FCXFreeport-McMoRan | Sale (full)$1,001 - $15,000 | Sep 30, 2015 | Sep 18, 2015 | — | Filing for FCX on Sep 18, 2015 |
| WMB WMBWilliams Companies | Purchase$1,001 - $15,000 | Sep 24, 2015 | Aug 31, 2015 | — | Filing for WMB on Aug 31, 2015 |
| EPD EPDEnterprise Products Partners L.p. | Purchase$1,001 - $15,000 | Jul 21, 2015 | Jun 30, 2015 | — | Filing for EPD on Jun 30, 2015 |
| EPD EPDEnterprise Products Partners L.p. | Purchase$15,001 - $50,000 | Jul 21, 2015 | Jun 30, 2015 | — | Filing for EPD on Jun 30, 2015 |
| WMB WMBWilliams Companies | Sale (full)$15,001 - $50,000 | Jul 21, 2015 | Jun 30, 2015 | — | Filing for WMB on Jun 30, 2015 |
| HON HONHoneywell Technologies | Purchase$15,001 - $50,000 · Spouse | Jun 4, 2015 | May 27, 2015 | — | Filing for HON on May 27, 2015 |
| FCX FCXFreeport-McMoRan | Sale (full)$1,001 - $15,000 · Spouse | Jun 29, 2016 | May 26, 2015 | — | Filing for FCX on May 26, 2015 |
| FCX FCXFreeport-McMoRan | Purchase$1,001 - $15,000 | Jun 29, 2016 | May 26, 2015 | — | Filing for FCX on May 26, 2015 |
| AXP AXPAmerican Express | Purchase$1,001 - $15,000 · Joint | Jun 4, 2015 | May 19, 2015 | — | Filing for AXP on May 19, 2015 |
| WMB WMBWilliams Companies | Purchase$1,001 - $15,000 | Jun 4, 2015 | May 19, 2015 | — | Filing for WMB on May 19, 2015 |
| GE GEGE Aerospace | Purchase$1,001 - $15,000 · Spouse | May 14, 2015 | Apr 28, 2015 | — | Filing for GE on Apr 28, 2015 |