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Pete Sessions History

| TX-17

ReporterSymbolTrade DateTransaction InfoDisclosure
DHR
stock | Danaher Corporation Common Stock (DHR) [ST] FILING STATUS: New SUBHOLD...
2025/06/12
SELL$50,001 - $100,000
Filing Date: 2025/06/21
JNJ
stock | Johnson & Johnson Common Stock (JNJ) [ST] FILING STATUS: New SUBHOLDIN...
2025/06/12
SELL$15,001 - $50,000
Filing Date: 2025/06/21
MSFT
stock
2024/12/18
BUY$1,000 - $15,000
Filing Date: 2024/12/19
NVDA
stock
2024/11/01
BUY$1,000 - $15,000
Filing Date: 2024/11/01
NVDA
stock
2024/09/16
BUY$1,000 - $15,000
Filing Date: 2024/09/16
MO
stock
2024/09/10
SELL$1,000 - $15,000
Filing Date: 2024/09/12
NVDA
stock
2024/09/10
BUY$1,000 - $15,000
Filing Date: 2024/09/12
MSFT
stock
2024/09/09
BUY$1,000 - $15,000
Filing Date: 2024/09/12
stock | Subholding Of: Trust One stock 8000
2024/06/06
SELL$1,000 - $15,000
Filing Date: 2024/06/06
NVDA
stock | Subholding Of: IRA One stock 75000
2024/05/21
SELL$50,001 - $100,000
Filing Date: 2024/05/22
municipal-security | Subholding Of: Trust One municipal-security 175000
2024/03/07
SELL$100,001 - $250,000
Filing Date: 2024/03/07
municipal-security | Subholding Of: Trust One municipal-security 32500
2024/03/07
BUY$15,001 - $50,000
Filing Date: 2024/03/07
municipal-security | Subholding Of: Trust One municipal-security 32500
2024/03/07
BUY$15,001 - $50,000
Filing Date: 2024/03/07
municipal-security | Subholding Of: Trust One municipal-security 32500
2024/03/07
BUY$15,001 - $50,000
Filing Date: 2024/03/07
GIS
stock | Subholding Of: ET IRA stock 8000
2024/03/07
SELL$1,000 - $15,000
Filing Date: 2024/03/07
V
stock | Subholding Of: Trust One stock 8000
2024/02/29
BUY$1,000 - $15,000
Filing Date: 2024/03/07
AAPL
stock | Subholding Of: IRA One stock 360
2024/02/29
BUY$1,000 - $15,000
Filing Date: 2024/02/29
MSFT
stock | Subholding Of: Trust One Description: 10 shares stock 8000
2024/02/07
BUY$1,000 - $15,000
Filing Date: 2024/02/29
COST
stock | Subholding Of: Trust One stock 8000
2024/01/31
BUY$1,000 - $15,000
Filing Date: 2024/02/29
None
| Description: $5K 30 day T-Bill 5.1% municipal-security 8000
2024/01/25
BUY$1,000 - $15,000
Filing Date: 2024/01/24
AMT
| Subholding Of: Trust One Description: sold loss 21.1125 shares reit 80...
2023/12/28
SELL$1,000 - $15,000
Filing Date: 2024/01/24
BABA
| Subholding Of: Trust One Description: 45 shares loss ~$5500 stock 8000
2023/12/28
SELL$1,000 - $15,000
Filing Date: 2024/01/24
CCI
| Subholding Of: Trust One Description: Sale loss 45.9831 shares reit 80...
2023/12/28
SELL$1,000 - $15,000
Filing Date: 2024/01/24
CCI
| Description: Sale loss reit 8000
2023/12/28
SELL$1,000 - $15,000
Filing Date: 2023/12/28
None
| Subholding Of: Trust One Description: purchase - rollover from redempt...
2023/12/28
BUY$15,001 - $50,000
Filing Date: 2023/12/28
None
| Subholding Of: SEP 1 Description: Bond redemption (reinvested) 87K fro...
2023/12/21
SELL$50,001 - $100,000
Filing Date: 2023/12/28
CCI
| , SALE LOSS, CCI
2023/12/28
SELL$1,001 - $15,000
Filing Date: 2023/12/28
BOND REDEMPTION (REINVESTED) 87K FROM $84.777.11
| , BOND REDEMPTION (REINVESTED) 87K FROM $84.777.11, BOND REDEMPTION (R...
2023/12/21
SELL$50,001 - $100,000
Filing Date: 2023/12/27
BUI
| Description: 230 shares sold loss
2023/12/15
SELL$1,000 - $15,000
Filing Date: 2023/12/26
BUI
| Description: 230 shares sold loss other-investment-fund 8000
2023/12/15
SELL$1,000 - $15,000
Filing Date: 2023/12/26
NVDA
| Subholding Of: Trust One Description: 1 share stock 456
2023/12/06
BUY$1,000 - $15,000
Filing Date: 2023/12/26
NVDA
| Subholding Of: Trust One Description: 1 share
2023/12/06
BUY$1,000 - $15,000
Filing Date: 2023/12/26
T
| Subholding Of: Trust One Description: 150 sold loss stock 8000
2023/11/29
SELL$1,000 - $15,000
Filing Date: 2023/12/26
T
| Subholding Of: Trust One Description: 150 sold loss
2023/11/29
SELL$1,000 - $15,000
Filing Date: 2023/12/26
BUI
| , , BUI
2023/12/15
SELL$1,001 - $15,000
Filing Date: 2023/12/26
T
| , 150 SOLD LOSS, T
2023/11/29
SELL$1,001 - $15,000
Filing Date: 2023/12/26
PURCHASE 779,631.69 YTM 5.450%
| , PURCHASE 779,631.69 YTM 5.450%, PURCHASE 779,631.69 YTM 5.450%
2023/11/01
BUY$500,001 - $1,000,000
Filing Date: 2023/11/08
BP
| , SOLD 436.637 LOSS, BP
2023/10/31
SELL$15,001 - $50,000
Filing Date: 2023/11/08
BUI
| , SOLD 17,494.659 LOSS, BUI
2023/10/31
SELL$250,001 - $500,000
Filing Date: 2023/11/08
LMT
| , SOLD 233 GAIN, LMT
2023/10/31
SELL$100,001 - $250,000
Filing Date: 2023/11/08
PG
| , SOLD 740 GAIN, PG
2023/10/31
SELL$100,001 - $250,000
Filing Date: 2023/11/08
SNOW
| , , SNOW
2023/10/31
SELL$15,001 - $50,000
Filing Date: 2023/11/08
T
| , SOLD 1321 LOSS, T
2023/10/31
SELL$15,001 - $50,000
Filing Date: 2023/11/08
WBD
| , , WBD
2023/10/31
SELL$1,001 - $15,000
Filing Date: 2023/11/08
MPW
| Subholding Of: Trust One Description: sold 50 loss
2023/11/03
SELL$1,000 - $15,000
Filing Date: 2023/11/07
MPW
| Subholding Of: Trust One Description: sold 50 loss reit 257
2023/11/03
SELL$1,000 - $15,000
Filing Date: 2023/11/07
BNS
| Description: sold loss 100
2023/11/02
SELL$1,000 - $15,000
Filing Date: 2023/11/07
BNS
| Description: sold loss 100 stock 8000
2023/11/02
SELL$1,000 - $15,000
Filing Date: 2023/11/07
LOW
| Description: sold 30
2023/11/02
SELL$1,000 - $15,000
Filing Date: 2023/11/07
LOW
| Description: sold 30 stock 8000
2023/11/02
SELL$1,000 - $15,000
Filing Date: 2023/11/07
None
| Subholding Of: CS SEP Description: $151,000 municipal-security 175000
2023/11/02
BUY$100,001 - $250,000
Filing Date: 2023/11/07
municipal-security
| Subholding Of: CS SEP Description: $151,000
2023/11/02
BUY$100,001 - $250,000
Filing Date: 2023/11/07
AAPL
| Description: sold 25.0346 stock 8000
2023/11/01
SELL$1,000 - $15,000
Filing Date: 2023/11/07
AAPL
| Description: sold 25.0346
2023/11/01
SELL$1,000 - $15,000
Filing Date: 2023/11/07
ARCC
| Description: sold 250 other-investment-fund 8000
2023/11/01
SELL$1,000 - $15,000
Filing Date: 2023/11/07
ARCC
| Description: sold 250
2023/11/01
SELL$1,000 - $15,000
Filing Date: 2023/11/07
MSFT
| Description: Sold 132.5121 shares stock 32500
2023/11/01
SELL$15,001 - $50,000
Filing Date: 2023/11/07
MSFT
| Description: Sold 132.5121 shares
2023/11/01
SELL$15,001 - $50,000
Filing Date: 2023/11/07
None
| Subholding Of: HT IRA Description: purchase 779,631.69 YTM 5.450% muni...
2023/11/01
BUY$500,001 - $1,000,000
Filing Date: 2023/11/07
WBD
| Description: Sold 48 Loss stock 477
2023/11/01
SELL$1,000 - $15,000
Filing Date: 2023/11/07
WBD
| Description: Sold 48 Loss
2023/11/01
SELL$1,000 - $15,000
Filing Date: 2023/11/07
municipal-security
| Subholding Of: HT IRA Description: purchase 779,631.69 YTM 5.450%
2023/11/01
BUY$500,001 - $1,000,000
Filing Date: 2023/11/07
BP
| Subholding Of: HT IRA Description: Sold 436.637 loss stock 32500
2023/10/31
SELL$15,001 - $50,000
Filing Date: 2023/11/07
BP
| Subholding Of: HT IRA Description: Sold 436.637 loss
2023/10/31
SELL$15,001 - $50,000
Filing Date: 2023/11/07
BUI
| Subholding Of: HT IRA Description: Sold 17,494.659 loss
2023/10/31
SELL$250,001 - $500,000
Filing Date: 2023/11/07
BUI
| Subholding Of: HT IRA Description: Sold 17,494.659 loss other-investme...
2023/10/31
SELL$250,001 - $500,000
Filing Date: 2023/11/07
CCI
| reit 8000
2023/10/31
SELL$1,000 - $15,000
Filing Date: 2023/11/07
2023/10/31
SELL$1,000 - $15,000
Filing Date: 2023/11/07
CMG
| Subholding Of: IRA Two Description: 10 shares since 2015 stock 32500
2023/10/31
SELL$15,001 - $50,000
Filing Date: 2023/11/07
CMG
| Subholding Of: IRA Two Description: 10 shares since 2015
2023/10/31
SELL$15,001 - $50,000
Filing Date: 2023/11/07
CMG
| Subholding Of: IRA Two Description: 200 shares loss
2023/10/31
SELL$1,000 - $15,000
Filing Date: 2023/11/07
CMG
| Subholding Of: IRA Two Description: 200 shares loss stock 8000
2023/10/31
SELL$1,000 - $15,000
Filing Date: 2023/11/07
ET
| Subholding Of: HT IRA Description: Sold 2682 loss stock 32500
2023/10/31
SELL$15,001 - $50,000
Filing Date: 2023/11/07
ET
| Subholding Of: HT IRA Description: Sold 2682 loss
2023/10/31
SELL$15,001 - $50,000
Filing Date: 2023/11/07
LMT
| Subholding Of: HT IRA Description: Sold 233 gain stock 175000
2023/10/31
SELL$100,001 - $250,000
Filing Date: 2023/11/07
LMT
| Subholding Of: HT IRA Description: Sold 233 gain
2023/10/31
SELL$100,001 - $250,000
Filing Date: 2023/11/07
MCD
| Subholding Of: HT IRA Description: Sold 476 gain stock 175000
2023/10/31
SELL$100,001 - $250,000
Filing Date: 2023/11/07
MCD
| Subholding Of: HT IRA Description: Sold 476 gain
2023/10/31
SELL$100,001 - $250,000
Filing Date: 2023/11/07
PG
| Subholding Of: HT IRA Description: Sold 740 gain
2023/10/31
SELL$100,001 - $250,000
Filing Date: 2023/11/07
PG
| Subholding Of: HT IRA Description: Sold 740 gain stock 175000
2023/10/31
SELL$100,001 - $250,000
Filing Date: 2023/11/07
SNOW
| Subholding Of: HT IRA Description: Sold 289 loss stock 32500
2023/10/31
SELL$15,001 - $50,000
Filing Date: 2023/11/07
SNOW
| Subholding Of: HT IRA Description: Sold 289 loss
2023/10/31
SELL$15,001 - $50,000
Filing Date: 2023/11/07
T
| Subholding Of: HT IRA Description: Sold 1321 loss stock 32500
2023/10/31
SELL$15,001 - $50,000
Filing Date: 2023/11/07
T
| Subholding Of: HT IRA Description: Sold 1321 loss
2023/10/31
SELL$15,001 - $50,000
Filing Date: 2023/11/07
VZ
| Subholding Of: IRA Two Description: Sold 163 loss stock 8000
2023/10/31
SELL$1,000 - $15,000
Filing Date: 2023/11/07
VZ
| Subholding Of: IRA Two Description: Sold 163 loss
2023/10/31
SELL$1,000 - $15,000
Filing Date: 2023/11/07
WBD
| Subholding Of: HT IRA Description: Sold 319 loss stock 8000
2023/10/31
SELL$1,000 - $15,000
Filing Date: 2023/11/07
WBD
| Subholding Of: HT IRA Description: Sold 319 loss
2023/10/31
SELL$1,000 - $15,000
Filing Date: 2023/11/07
MPW
| , , MPW
2023/11/03
SELL$257.49
Filing Date: 2023/11/03
$151,000
| , $151,000, $151,000
2023/11/02
BUY$100,001 - $250,000
Filing Date: 2023/11/03
BNS
| , SOLD LOSS 100, BNS
2023/11/02
SELL$1,001 - $15,000
Filing Date: 2023/11/03
LOW
| , SOLD 30, LOW
2023/11/02
SELL$1,001 - $15,000
Filing Date: 2023/11/03
AAPL
| , SOLD 25.0346, AAPL
2023/11/01
SELL$1,001 - $15,000
Filing Date: 2023/11/03
MSFT
| , SOLD 132.5121 SHARES, MSFT
2023/11/01
SELL$15,001 - $50,000
Filing Date: 2023/11/03
WBD
| , , WBD
2023/11/01
SELL$476.63
Filing Date: 2023/11/03
CCI
| , SOLD 30, CCI
2023/10/31
SELL$1,001 - $15,000
Filing Date: 2023/11/02
CMG
| , , CMG
2023/10/31
SELL$15,001 - $50,000
Filing Date: 2023/11/02
CMG
| , 200 SHARES LOSS, CMG
2023/10/31
SELL$1,001 - $15,000
Filing Date: 2023/11/02
VZ
| , SOLD 163 LOSS, VZ
2023/10/31
SELL$1,001 - $15,000
Filing Date: 2023/11/02
ARCC
| Subholding Of: IRA One Description: 30 shares
2023/10/06
BUY$1,000 - $15,000
Filing Date: 2023/10/13
ARCC
| Subholding Of: IRA One Description: 30 shares other-investment-fund 56...
2023/10/06
BUY$1,000 - $15,000
Filing Date: 2023/10/13
WBD
| Subholding Of: IRA One Description: 48 shares loss stock 494
2023/10/06
SELL$1,000 - $15,000
Filing Date: 2023/10/13
WBD
| Subholding Of: IRA One Description: 48 shares loss
2023/10/06
SELL$1,000 - $15,000
Filing Date: 2023/10/13
WBD
| , , WBD
2023/10/06
SELL$493.91
Filing Date: 2023/10/06
None
| Subholding Of: Trust One Description: US Treasury BILL 03/21/2024 5.6%...
2023/09/22
BUY$15,001 - $50,000
Filing Date: 2023/09/23
municipal-security
| Subholding Of: Trust One Description: US Treasury BILL 03/21/2024 5.6%...
2023/09/22
BUY$15,001 - $50,000
Filing Date: 2023/09/23
MSFT
| Subholding Of: Trust One Description: 20 shares Schwab + 20 more Schwa...
2023/09/20
BUY$1,000 - $15,000
Filing Date: 2023/09/23
MSFT
| Subholding Of: Trust One Description: 20 shares Schwab + 20 more Schwa...
2023/09/20
BUY$1,000 - $15,000
Filing Date: 2023/09/23
None
| Subholding Of: Trust One Description: US Treasury 5.524% 912797GQ4 $15...
2023/09/13
BUY$100,001 - $250,000
Filing Date: 2023/09/23
municipal-security
| Subholding Of: Trust One Description: US Treasury 5.524% 912797GQ4 $15...
2023/09/13
BUY$100,001 - $250,000
Filing Date: 2023/09/23
NVDA
| Subholding Of: IRA Two Description: 3 shares $1344
2023/09/12
BUY$1,000 - $15,000
Filing Date: 2023/09/23
NVDA
| Subholding Of: IRA Two Description: 3 shares $1344 stock 1344
2023/09/12
BUY$1,000 - $15,000
Filing Date: 2023/09/23
AMLP
| Subholding Of: Trust One Description: sold loss
2023/09/01
SELL$1,000 - $15,000
Filing Date: 2023/09/23
AMLP
| Subholding Of: Trust One Description: sold loss etf 8000
2023/09/01
SELL$1,000 - $15,000
Filing Date: 2023/09/23
MSFT
| , , MSFT
2023/09/20
BUY$1,001 - $15,000
Filing Date: 2023/09/23
US TREASURY BILL 03/21/2024 5.6% SCHWAB
| , US TREASURY BILL 03/21/2024 5.6% SCHWAB, US TREASURY BILL 03/21/2024...
2024/03/21
BUY$15,001 - $50,000
Filing Date: 2023/09/22
NVDA
| , 3 SHARES $1344, NVDA
2023/09/12
BUY$1,001 - $15,000
Filing Date: 2023/09/13
AMLP
| , SOLD LOSS, AMLP
2023/09/01
SELL$1,001 - $15,000
Filing Date: 2023/09/13
AI
| Subholding Of: Trust One Description: 10 shares/loss stock 314
2023/09/05
SELL$1,000 - $15,000
Filing Date: 2023/09/05
AI
| Subholding Of: Trust One Description: 10 shares/loss
2023/09/05
SELL$1,000 - $15,000
Filing Date: 2023/09/05
AGAE
| Subholding Of: Trust One Description: 1000 shares/loss
2023/08/29
SELL$1,000 - $15,000
Filing Date: 2023/09/05
AGAE
| Subholding Of: Trust One Description: 1000 shares/loss stock 1000
2023/08/29
SELL$1,000 - $15,000
Filing Date: 2023/09/05
MA
| Subholding Of: Trust One Description: 10.8288 shares sold stock 8000
2023/08/21
SELL$1,000 - $15,000
Filing Date: 2023/09/05
MA
| Subholding Of: Trust One Description: 10.8288 shares sold
2023/08/21
SELL$1,000 - $15,000
Filing Date: 2023/09/05
DBRG
| Subholding Of: Trust One Description: 12 shares /loss stock 189
2023/08/18
SELL$1,000 - $15,000
Filing Date: 2023/09/05
DBRG
| Subholding Of: Trust One Description: 12 shares /loss
2023/08/18
SELL$1,000 - $15,000
Filing Date: 2023/09/05
IBM
| Subholding Of: Trust One Description: 35 shares / sold stock 8000
2023/08/18
SELL$1,000 - $15,000
Filing Date: 2023/09/05
IBM
| Subholding Of: Trust One Description: 35 shares / sold
2023/08/18
SELL$1,000 - $15,000
Filing Date: 2023/09/05
KO
| Subholding Of: Trust One Description: 60.8 shares
2023/08/18
SELL$1,000 - $15,000
Filing Date: 2023/09/05
KO
| Subholding Of: Trust One Description: 60.8 shares stock 8000
2023/08/18
SELL$1,000 - $15,000
Filing Date: 2023/09/05
WBD
| Subholding Of: Trust One Description: 35 shares loss 55% stock 469
2023/08/18
SELL$1,000 - $15,000
Filing Date: 2023/09/05
WBD
| Subholding Of: Trust One Description: 35 shares loss 55%
2023/08/18
SELL$1,000 - $15,000
Filing Date: 2023/09/05
AI
| , , AI
2023/09/05
SELL$314.30
Filing Date: 2023/09/05
AGAE
| , 1000 SHARES/LOSS, AGAE
2023/08/29
SELL$1,000.00
Filing Date: 2023/08/31
DBRG
| , , DBRG
2023/08/18
SELL$189.48
Filing Date: 2023/08/22
IBM
| , 35 SHARES / SOLD, IBM
2023/08/18
SELL$1,001 - $15,000
Filing Date: 2023/08/22
KO
| , 60.8 SHARES, KO
2023/08/18
SELL$1,001 - $15,000
Filing Date: 2023/08/18
WBD
| , 35 SHARES LOSS 55%, WBD
2023/08/18
SELL$469.21
Filing Date: 2023/08/18
ARCC
| Subholding Of: IRA One Description: 8 shares
2023/08/15
BUY$1,000 - $15,000
Filing Date: 2023/08/17
ARCC
| Subholding Of: IRA One Description: 8 shares other-investment-fund 156
2023/08/15
BUY$1,000 - $15,000
Filing Date: 2023/08/17
KD
| Subholding Of: Trust One Description: 7 shares stock 163
2023/07/28
SELL$1,000 - $15,000
Filing Date: 2023/08/17
KD
| Subholding Of: Trust One Description: 7 shares
2023/07/28
SELL$1,000 - $15,000
Filing Date: 2023/08/17
None
| Subholding Of: Trust One Description: US Treasury BILL 01/11/2024 5.47...
2023/07/28
BUY$15,001 - $50,000
Filing Date: 2023/08/17
municipal-security
| Subholding Of: Trust One Description: US Treasury BILL 01/11/2024 5.47...
2023/07/28
BUY$15,001 - $50,000
Filing Date: 2023/08/17
KD
| , , KD
2023/07/28
SELL$163.20
Filing Date: 2023/08/02
US TREASURY BILL 01/11/2024 5.472% $25K
| , US TREASURY BILL 01/11/2024 5.472% $25K, US TREASURY BILL 01/11/2024...
2024/01/11
BUY$15,001 - $50,000
Filing Date: 2023/07/28
None
| Description: US Treasury 1.75% 07/31/2024 municipal-security 32500
2023/07/27
BUY$15,001 - $50,000
Filing Date: 2023/07/27
municipal-security
| Description: US Treasury 1.75% 07/31/2024
2023/07/27
BUY$15,001 - $50,000
Filing Date: 2023/07/27
BUI
| other-investment-fund 32500
2023/07/24
SELL$15,001 - $50,000
Filing Date: 2023/07/27
2023/07/24
SELL$15,001 - $50,000
Filing Date: 2023/07/27
CRM
| Subholding Of: Trust One Description: 5 shares
2023/07/21
SELL$1,000 - $15,000
Filing Date: 2023/07/27
CRM
| Subholding Of: Trust One Description: 5 shares stock 8000
2023/07/21
SELL$1,000 - $15,000
Filing Date: 2023/07/27
None
| Subholding Of: CS SEP Description: US TREASUR NT 3%06/24UST NOTE DUE 0...
2023/07/20
BUY$1,000 - $15,000
Filing Date: 2023/07/27
municipal-security
| Subholding Of: CS SEP Description: US TREASUR NT 3%06/24UST NOTE DUE 0...
2023/07/20
BUY$1,000 - $15,000
Filing Date: 2023/07/27
BUI
| , , BUI
2023/07/24
SELL$15,001 - $50,000
Filing Date: 2023/07/27
CRM
| , , CRM
2023/07/21
SELL$1,001 - $15,000
Filing Date: 2023/07/24
US TREASUR NT 3%06/24UST NOTE DUE 06/30/24 $1960.61
| , US TREASUR NT 3%06/24UST NOTE DUE 06/30/24 $1960.61, US TREASUR NT 3...
2023/07/20
BUY$1,001 - $15,000
Filing Date: 2023/07/20
ARCC
| Subholding Of: IRA One Description: 14 shares $240 other-investment-fu...
2023/07/14
BUY$1,000 - $15,000
Filing Date: 2023/07/15
ARCC
| Subholding Of: IRA One Description: 14 shares $240
2023/07/14
BUY$1,000 - $15,000
Filing Date: 2023/07/15
None
| Subholding Of: Trust One Description: US Treasury BILL 12/28/2023 @ 97...
2023/07/14
BUY$15,001 - $50,000
Filing Date: 2023/07/15
municipal-security
| Subholding Of: Trust One Description: US Treasury BILL 12/28/2023 @ 97...
2023/07/14
BUY$15,001 - $50,000
Filing Date: 2023/07/15
NVDA
| Subholding Of: IRA One Description: CS ROTH 1 share
2023/06/23
BUY$1,000 - $15,000
Filing Date: 2023/06/26
NVDA
| Subholding Of: IRA One Description: CS ROTH 1 share stock 425
2023/06/23
BUY$1,000 - $15,000
Filing Date: 2023/06/26
None
| Subholding Of: SEP 2 Description: CS SEP 912797FV4 municipal-security ...
2023/06/23
BUY$50,001 - $100,000
Filing Date: 2023/06/26
None
| Subholding Of: ET IRA Description: US Treasury Bill 912797HA8 @ $98.50...
2023/06/23
BUY$1,000 - $15,000
Filing Date: 2023/06/26
municipal-security
| Subholding Of: SEP 2 Description: CS SEP 912797FV4
2023/06/23
BUY$50,001 - $100,000
Filing Date: 2023/06/26
municipal-security
| Subholding Of: ET IRA Description: US Treasury Bill 912797HA8 @ $98.50...
2023/06/23
BUY$1,000 - $15,000
Filing Date: 2023/06/26
AMT
| Subholding Of: Trust One Description: UBS Trust 50 reit 8000
2023/06/15
SELL$1,000 - $15,000
Filing Date: 2023/06/26
AMT
| Subholding Of: Trust One Description: UBS Trust 50
2023/06/15
SELL$1,000 - $15,000
Filing Date: 2023/06/26
DFS
| Subholding Of: Trust One Description: UBS Trust 350
2023/06/15
SELL$15,001 - $50,000
Filing Date: 2023/06/26
DFS
| Subholding Of: Trust One Description: UBS Trust 350 stock 32500
2023/06/15
SELL$15,001 - $50,000
Filing Date: 2023/06/26
LULU
| Subholding Of: Trust One Description: UBS Trust 50 stock 32500
2023/06/15
SELL$15,001 - $50,000
Filing Date: 2023/06/26
LULU
| Subholding Of: Trust One Description: UBS Trust 50
2023/06/15
SELL$15,001 - $50,000
Filing Date: 2023/06/26
MDT
| Subholding Of: Trust One Description: UBS Trust 300 stock 32500
2023/06/15
SELL$15,001 - $50,000
Filing Date: 2023/06/26
MDT
| Subholding Of: Trust One Description: UBS Trust 300
2023/06/15
SELL$15,001 - $50,000
Filing Date: 2023/06/26
US TREASURY BILL 912797HA8 @ $98.5096
| , US TREASURY BILL 912797HA8 @ $98.5096, US TREASURY BILL 912797HA8 @ ...
2023/06/23
BUY$1,001 - $15,000
Filing Date: 2023/06/26
AMT
| , UBS TRUST 50, AMT
2023/06/15
SELL$1,001 - $15,000
Filing Date: 2023/06/26
LULU
| , UBS TRUST 50, LULU
2023/06/15
SELL$15,001 - $50,000
Filing Date: 2023/06/26
JPM
| Subholding Of: SEP 1 Description: JPMorgan Chase & Co. OH 5.55% CD 07/...
2023/06/23
BUY$50,001 - $100,000
Filing Date: 2023/06/23
JPM
| Subholding Of: SEP 1 Description: JPMorgan Chase & Co. OH 5.55% CD 07/...
2023/06/23
BUY$50,001 - $100,000
Filing Date: 2023/06/23
None
| Subholding Of: SEP 1 Description: US Treasury BILL 12/21/2023 @ 97.445...
2023/06/23
BUY$50,001 - $100,000
Filing Date: 2023/06/23
municipal-security
| Subholding Of: SEP 1 Description: US Treasury BILL 12/21/2023 @ 97.445
2023/06/23
BUY$50,001 - $100,000
Filing Date: 2023/06/23
JPMORGAN CHASE & CO. OH 5.55% CD 07/29/2024
| , JPMORGAN CHASE & CO. OH 5.55% CD 07/29/2024, JPMORGAN CHASE & CO. OH...
2023/06/23
BUY$50,001 - $100,000
Filing Date: 2023/06/23
TOBACCO SETTLEMENT 6.706% BOND CALLED TOBACCO SETTLEMENT FING CORP VA SER A1 TAXABLE SENIOR B/E CPN [CS] [CS]
| , TOBACCO SETTLEMENT 6.706% BOND CALLED TOBACCO SETTLEMENT FING CORP V...
2023/05/19
SELL$1,001 - $15,000
Filing Date: 2023/06/06
None
| Subholding Of: FMS IRA Description: Tobacco Settlement 6.706% bond cal...
2023/05/19
SELL$1,000 - $15,000
Filing Date: 2023/06/06
municipal-security
| Subholding Of: FMS IRA Description: Tobacco Settlement 6.706% bond cal...
2023/05/19
SELL$1,000 - $15,000
Filing Date: 2023/06/06
None
| Subholding Of: Trust One Description: US TREASURY BILL23U S T BILL DUE...
2023/05/15
SELL$15,001 - $50,000
Filing Date: 2023/06/06
None
| Subholding Of: Trust One Description: US TREASURY BILL23U S T BILL DUE...
2023/05/15
SELL$15,001 - $50,000
Filing Date: 2023/06/06
None
| Subholding Of: Trust One Description: US TREASU NT 0.875%01/24UST NOTE...
2023/05/15
SELL$15,001 - $50,000
Filing Date: 2023/06/06
None
| Subholding Of: Trust One Description: US TREASU NT 0.125%10/23UST NOTE...
2023/05/15
SELL$15,001 - $50,000
Filing Date: 2023/06/06
None
| Subholding Of: Trust One Description: US TREASURY BILL23U S T BILL DUE...
2023/05/15
SELL$50,001 - $100,000
Filing Date: 2023/06/06
municipal-security
| Subholding Of: Trust One Description: US TREASU NT 0.125%10/23UST NOTE...
2023/05/15
SELL$15,001 - $50,000
Filing Date: 2023/06/06
municipal-security
| Subholding Of: Trust One Description: US TREASURY BILL23U S T BILL DUE...
2023/05/15
SELL$15,001 - $50,000
Filing Date: 2023/06/06
municipal-security
| Subholding Of: Trust One Description: US TREASURY BILL23U S T BILL DUE...
2023/05/15
SELL$15,001 - $50,000
Filing Date: 2023/06/06
municipal-security
| Subholding Of: Trust One Description: US TREASU NT 0.875%01/24UST NOTE...
2023/05/15
SELL$15,001 - $50,000
Filing Date: 2023/06/06
municipal-security
| Subholding Of: Trust One Description: US TREASURY BILL23U S T BILL DUE...
2023/05/15
SELL$50,001 - $100,000
Filing Date: 2023/06/06
None
| Subholding Of: Trust One Description: US TREASU NT 0.125%07/23UST NOTE...
2023/05/14
SELL$15,001 - $50,000
Filing Date: 2023/06/06
municipal-security
| Subholding Of: Trust One Description: US TREASU NT 0.125%07/23UST NOTE...
2023/05/14
SELL$15,001 - $50,000
Filing Date: 2023/06/06
US TREASU NT 0.875%01/24UST NOTE DUE 01/31/24
| , US TREASU NT 0.875%01/24UST NOTE DUE 01/31/24, US TREASU NT 0.875%01...
2023/05/15
SELL$15,001 - $50,000
Filing Date: 2023/05/18
US TREASURY BILL23U S T BILL DUE 07/20/23
| , US TREASURY BILL23U S T BILL DUE 07/20/23, US TREASURY BILL23U S T B...
2023/05/15
SELL$15,001 - $50,000
Filing Date: 2023/05/18
None
| Subholding Of: Trust One Description: US Treasury BILL 07/20/2023 @ 97...
2023/01/17
BUY$15,001 - $50,000
Filing Date: 2023/01/17
None
| Description: US Treasury BILL 07/20/2023 @ 97.640 municipal-security 8...
2023/01/17
BUY$1,000 - $15,000
Filing Date: 2023/01/17
municipal-security
| Subholding Of: Trust One Description: US Treasury BILL 07/20/2023 @ 97...
2023/01/17
BUY$15,001 - $50,000
Filing Date: 2023/01/17
municipal-security
| Description: US Treasury BILL 07/20/2023 @ 97.640
2023/01/17
BUY$1,000 - $15,000
Filing Date: 2023/01/17
US TREASURY BILL 6/22/23
| , US TREASURY BILL 6/22/23, US TREASURY BILL 6/22/23
2022/12/22
BUY$100,001 - $250,000
Filing Date: 2023/01/03
None
| Subholding Of: SEP 1 Description: US Treasury Bill 6/22/23 municipal-s...
2022/12/22
BUY$100,001 - $250,000
Filing Date: 2023/01/02
US TREASURY 912796ZD4 11/30/23
| , US TREASURY 912796ZD4 11/30/23, US TREASURY 912796ZD4 11/30/23
2022/12/09
BUY$50,001 - $100,000
Filing Date: 2022/12/09
None
| Description: US Treasury 912796ZD4 11/30/23 municipal-security 75000
2022/12/09
BUY$50,001 - $100,000
Filing Date: 2022/12/09
US TREASURY 2.75% 2/15/24
| , US TREASURY 2.75% 2/15/24, US TREASURY 2.75% 2/15/24
2022/11/09
BUY$15,001 - $50,000
Filing Date: 2022/11/10
US TREASURY 1/3/2023 0%
| , US TREASURY 1/3/2023 0%, US TREASURY 1/3/2023 0%
2022/11/07
BUY$1,001 - $15,000
Filing Date: 2022/11/10
None
| Subholding Of: CS SEP Description: US Treasury 2.75% 2/15/24 municipal...
2022/11/09
BUY$15,001 - $50,000
Filing Date: 2022/11/10
None
| Description: US Treasury 10/15/2023 0.125% municipal-security 75000
2022/11/07
BUY$50,001 - $100,000
Filing Date: 2022/11/10
None
| Subholding Of: ET IRA Description: US Treasury 1/3/2023 0% municipal-s...
2022/11/07
BUY$1,000 - $15,000
Filing Date: 2022/11/10
VZ
| Subholding Of: IRA One Description: 9 shares stock 8000
2022/09/27
BUY$1,000 - $15,000
Filing Date: 2022/10/10
MCD
| Subholding Of: Trust One Description: 15 shares stock 8000
2022/09/21
BUY$1,000 - $15,000
Filing Date: 2022/10/10
VZ
| , 9 SHARES, VZ
2022/09/27
BUY$1,001 - $15,000
Filing Date: 2022/09/30
MCD
| , 15 SHARES, MCD
2022/09/21
BUY$1,001 - $15,000
Filing Date: 2022/09/26
DBRG
| , 50 SHARES, DBRG
2022/07/08
BUY$1,001 - $15,000
Filing Date: 2022/07/12
DBRG
| SUBHOLDING OF: TRUST ONE DESCRIPTION: 50 SHARES stock 8000
2022/07/08
BUY$1,000 - $15,000
Filing Date: 2022/07/09
NVDA
| SUBHOLDING OF: TRUST ONE DESCRIPTION: 15 SHARES stock 8000
2022/07/08
BUY$1,000 - $15,000
Filing Date: 2022/07/09
NVDA
| , 15 SHARES, NVDA
2022/07/08
BUY$1,001 - $15,000
Filing Date: 2022/07/09
TOBACCO SETTLEMENT FING CORP VA SER A1 TAXABLE SENIOR B/E CPN [CS] REDEMPTION
| , TOBACCO SETTLEMENT FING CORP VA SER A1 TAXABLE SENIOR B/E CPN [CS] R...
2022/06/01
SELL$1,001 - $15,000
Filing Date: 2022/06/17
None
| DESCRIPTION: TOBACCO SETTILEMENT FING CORP VA SER A1 TAXABLE SENIOR B/...
2022/06/01
SELL$1,000 - $15,000
Filing Date: 2022/06/17
MSFT
| , 20 SHARES CS, MSFT
2022/04/15
BUY$1,001 - $15,000
Filing Date: 2022/04/17
MSFT
| 20 SHARES CS, MICROSOFT CORPORATION, MSFT
2022/04/15
BUY$1,001 - $15,000
Filing Date: 2022/04/17
MSFT
| SUBHOLDING OF: Trust One DESCRIPTION: 20 shares CS stock 8000
2022/04/15
BUY$1,000 - $15,000
Filing Date: 2022/04/17
BUI
| DESCRIPTION: .463 shares $11.94 other-investment-fund 8000
2022/04/04
SELL$1,000 - $15,000
Filing Date: 2022/04/14
NVDA
| SUBHOLDING OF: IRA TWO D: 2 NVDA SHARES stock 8000
2022/03/22
BUY$1,000 - $15,000
Filing Date: 2022/04/14
BUI
| Stocks, BLACKROCK UTILITY, INFRASTRUCTURE &, BUI
2022/04/04
SELL$1,001 - $15,000
Filing Date: 2022/04/14
BUI
| , .463 SHARES $11.94, BUI
2022/04/04
SELL$1,001 - $15,000
Filing Date: 2022/04/14
NVDA
| Stocks, NVIDIA CORPORATION, NVDA
2022/03/22
BUY$1,001 - $15,000
Filing Date: 2022/03/22
NVDA
| , 2 NVDA SHARES, NVDA
2022/03/22
BUY$1,001 - $15,000
Filing Date: 2022/03/22
MPW
| Stocks, MEDICAL PROPERTIES TRUST, INC., MPW
2022/02/22
BUY$1,001 - $15,000
Filing Date: 2022/03/22
MPW
| , 50 SHARES, MPW
2022/02/22
BUY$1,001 - $15,000
Filing Date: 2022/03/22
MPW
| SUBHOLDING OF: Trust One. DESCRIPTION: 50 shares reit 8000
2022/02/22
BUY$1,000 - $15,000
Filing Date: 2022/03/13
AAPL
| Stocks, APPLE INC., AAPL
2022/02/23
BUY$1,001 - $15,000
Filing Date: 2022/02/23
AAPL
| , 25 SHARES, AAPL
2022/02/23
BUY$1,001 - $15,000
Filing Date: 2022/02/23
MSFT
| , 25 SHARES, MSFT
2022/02/23
BUY$1,001 - $15,000
Filing Date: 2022/02/23
None
| DESCRIPTION: TOBACCO SETTLEMENT FING CORP VA SER A1 TAXABLE SENIOR B/E...
2021/12/01
SELL$100,001 - $250,000
Filing Date: 2022/02/22
X
| DESCRIPTION: -2,000 US STEEL CORP BONDS CPN 6.650% DUE 06/01/37 DTD 05...
2021/12/01
SELL$1,000 - $15,000
Filing Date: 2022/02/22
-2,000 US STEEL CORP BONDS CPN 6.650% DUE 06/01/37 DTD 05/21/07 FC 12/01/07, CUSIP- 912909AD0 @ $110.7500
| , -2,000 US STEEL CORP BONDS CPN 6.650% DUE 06/01/37 DTD 05/21/07 FC 1...
2021/12/01
SELL$1,001 - $15,000
Filing Date: 2022/02/22
TOBACCO SETTLEMENT FING CORP VA SER A1 TAXABLE SENIOR B/E CPN 6.706% DUE 06/01/46 DTD 05/03/07 FC 12/01/07 120121 360,000, CUSIP-88880NAT6
| , TOBACCO SETTLEMENT FING CORP VA SER A1 TAXABLE SENIOR B/E CPN 6.706%...
2021/12/01
SELL$100,001 - $250,000
Filing Date: 2022/02/22
AAPL
| DESCRIPTION: 25 shares stock 4183
2022/02/18
BUY$1,000 - $15,000
Filing Date: 2022/02/18
MSFT
| DESCRIPTION: 25 shares stock 7198
2022/02/18
BUY$1,000 - $15,000
Filing Date: 2022/02/18
QQQ
| DESCRIPTION: 20 shares etf 7335
2022/02/09
BUY$1,000 - $15,000
Filing Date: 2022/02/11
BNS
| DESCRIPTION: 100 shares stock 7318
2022/02/04
BUY$1,000 - $15,000
Filing Date: 2022/02/11
D
| DESCRIPTION: 175 shares stock 14116
2022/01/31
SELL$1,000 - $15,000
Filing Date: 2022/02/11
CARR
| DESCRIPTION: 125 shares stock 6099
2022/01/19
SELL$1,000 - $15,000
Filing Date: 2022/02/11
DTE
| DESCRIPTION: 64 shares stock 7595
2022/01/19
SELL$1,000 - $15,000
Filing Date: 2022/02/11
NEE
| DESCRIPTION: 300 shares stock 24777
2022/01/19
SELL$15,001 - $50,000
Filing Date: 2022/02/11
PG
| DESCRIPTION: 100 shares stock 16200
2022/01/19
SELL$15,001 - $50,000
Filing Date: 2022/02/11
AEE
| DESCRIPTION: 49 shares stock 4293
2022/01/18
SELL$1,000 - $15,000
Filing Date: 2022/02/11
BNS
| DESCRIPTION: 125 shares stock 9219
2022/01/18
SELL$1,000 - $15,000
Filing Date: 2022/02/11
CMCSA
| DESCRIPTION: 149 shares stock 7477
2022/01/18
SELL$1,000 - $15,000
Filing Date: 2022/02/11
DTM
| DESCRIPTION: 32 shares stock 1653
2022/01/18
SELL$1,000 - $15,000
Filing Date: 2022/02/11
EIX
| DESCRIPTION: 212 shares stock 13515
2022/01/18
SELL$1,000 - $15,000
Filing Date: 2022/02/11
EPD
| DESCRIPTION: 300 shares stock 7239
2022/01/18
SELL$1,000 - $15,000
Filing Date: 2022/02/11
ET
| DESCRIPTION: 800 shares stock 7760
2022/01/18
SELL$1,000 - $15,000
Filing Date: 2022/02/11
JNJ
| DESCRIPTION: 125 shares stock 20888
2022/01/18
SELL$15,001 - $50,000
Filing Date: 2022/02/11
KYN
| DESCRIPTION: 250 shares other-investment-fund 2030
2022/01/18
SELL$1,000 - $15,000
Filing Date: 2022/02/11
MDLZ
| DESCRIPTION : 68 shares stock 4581
2022/01/18
SELL$1,000 - $15,000
Filing Date: 2022/02/11
OTIS
| DESCRIPTION: 61 shares stock 5117
2022/01/18
SELL$1,000 - $15,000
Filing Date: 2022/02/11
TDC
| DESCRIPTION: 27 shares stock 1155
2022/01/18
SELL$1,000 - $15,000
Filing Date: 2022/02/11
WES
| DESCRIPTION: 494 shares stock 11812
2022/01/18
SELL$1,000 - $15,000
Filing Date: 2022/02/11
XLE
| DESCRIPTION: 661 shares etf 42813
2022/01/18
SELL$15,001 - $50,000
Filing Date: 2022/02/11
XLE
| DESCRIPTION: 661 shares etf 42813
2022/01/18
SELL$15,001 - $50,000
Filing Date: 2022/02/11
COST
| DESCRIPTION: 25 shares stock 13168
2021/11/16
SELL$1,000 - $15,000
Filing Date: 2022/02/11
TSM
| DESCRIPTION: 30 shares stock 3542
2021/11/16
SELL$1,000 - $15,000
Filing Date: 2022/02/11
BUI
| SUBHOLDING OF: ET IRA DESCRIPTION: 200 shares other-investment-fund 52...
2021/11/08
BUY$1,000 - $15,000
Filing Date: 2022/02/11
KR
| DESCRIPTION: 200 shares stock 8340
2021/11/08
SELL$1,000 - $15,000
Filing Date: 2022/02/11
BUI
| DESCRIPTION: 500 shares other-investment-fund 13090
2021/11/04
BUY$1,000 - $15,000
Filing Date: 2022/02/11
MSFT
| DESCRIPTION: 30 shares stock 9006
2021/09/08
BUY$1,000 - $15,000
Filing Date: 2022/02/11
MSFT
| DESCRIPTION: 25 shares stock 7419
2021/08/19
BUY$1,000 - $15,000
Filing Date: 2022/02/11
QQQ
| SUBHOLDING OF: Trust One DESCRIPTION: 15 shares etf 5535
2021/08/16
BUY$1,000 - $15,000
Filing Date: 2022/02/11
BNS
| Stocks, BANK NOVA SCOTIA HALIFAX PFD 3, BNS
2022/02/04
BUY$1,001 - $15,000
Filing Date: 2022/02/11
BNS
| , 100 SHARES, BNS
2022/02/04
BUY$1,001 - $15,000
Filing Date: 2022/02/11
D
| Stocks, DOMINION ENERGY, INC., D
2022/01/31
SELL$1,001 - $15,000
Filing Date: 2022/02/11
D
| , 175 SHARES, D
2022/01/31
SELL$1,001 - $15,000
Filing Date: 2022/02/11
CARR
| , 125 SHARES, CARR
2022/01/19
SELL$1,001 - $15,000
Filing Date: 2022/02/11
DTE
| Stocks, DTE ENERGY COMPANY, DTE
2022/01/19
SELL$1,001 - $15,000
Filing Date: 2022/02/11
DTE
| , 64 SHARES, DTE
2022/01/19
SELL$1,001 - $15,000
Filing Date: 2022/02/11
NEE
| , 300 SHARES, NEE
2022/01/19
SELL$15,001 - $50,000
Filing Date: 2022/02/11
PG
| Stocks, PROCTER & GAMBLE COMPANY, PG
2022/01/19
SELL$15,001 - $50,000
Filing Date: 2022/02/11
PG
| , 100 SHARES, PG
2022/01/19
SELL$15,001 - $50,000
Filing Date: 2022/02/11
AEE
| , 49 SHARES, AEE
2022/01/18
SELL$1,001 - $15,000
Filing Date: 2022/02/11
BNS
| , 125 SHARES, BNS
2022/01/18
SELL$1,001 - $15,000
Filing Date: 2022/02/11
CMCSA
| , 149 SHARES, CMCSA
2022/01/18
SELL$1,001 - $15,000
Filing Date: 2022/02/11
DTM
| , 32 SHARES, DTM
2022/01/18
SELL$1,001 - $15,000
Filing Date: 2022/02/11
EIX
| Stocks, EDISON INTERNATIONAL, EIX
2022/01/18
SELL$1,001 - $15,000
Filing Date: 2022/02/11
EIX
| , 212 SHARES, EIX
2022/01/18
SELL$1,001 - $15,000
Filing Date: 2022/02/11
EPD
| , 300 SHARES, EPD
2022/01/18
SELL$1,001 - $15,000
Filing Date: 2022/02/11
ET
| , 800 SHARES, ET
2022/01/18
SELL$1,001 - $15,000
Filing Date: 2022/02/11
JNJ
| , 125 SHARES, JNJ
2022/01/18
SELL$15,001 - $50,000
Filing Date: 2022/02/11
JNJ
| Stocks, JOHNSON & JOHNSON, JNJ
2022/01/18
SELL$15,001 - $50,000
Filing Date: 2022/02/11
KYN
| , 250 SHARES, KYN
2022/01/18
SELL$1,001 - $15,000
Filing Date: 2022/02/11
MDLZ
| , 68 SHARES, MDLZ
2022/01/18
SELL$1,001 - $15,000
Filing Date: 2022/02/11
OTIS
| , 61 SHARES, OTIS
2022/01/18
SELL$1,001 - $15,000
Filing Date: 2022/02/11
TDC
| , 27 SHARES, TDC
2022/01/18
SELL$1,001 - $15,000
Filing Date: 2022/02/11
WES
| , 494 SHARES, WES
2022/01/18
SELL$1,001 - $15,000
Filing Date: 2022/02/11
XLE
| 661 SHARES, SPDR SELECT SECTOR FUND ENERGY SELECT SECTOR, XLE
2022/01/18
SELL$15,001 - $50,000
Filing Date: 2022/02/11
XLE
| , 661 SHARES, XLE
2022/01/18
SELL$15,001 - $50,000
Filing Date: 2022/02/11
COST
| 25 SHARES, COSTCO WHOLESALE CORPORATION, COST
2021/11/16
SELL$1,001 - $15,000
Filing Date: 2022/02/11
COST
| , 25 SHARES, COST
2021/11/16
SELL$1,001 - $15,000
Filing Date: 2022/02/11
TSM
| , 30 SHARES, TSM
2021/11/16
SELL$1,001 - $15,000
Filing Date: 2022/02/11
TSM
| Stocks, TAIWAN SEMICONDUCTOR, TSM
2021/11/16
SELL$1,001 - $15,000
Filing Date: 2022/02/11
BUI
| , 200 SHARES, BUI
2021/11/08
BUY$1,001 - $15,000
Filing Date: 2022/02/11
BUI
| Stocks, BLACKROCK UTILITY, INFRASTRUCTURE &, BUI
2021/11/08
BUY$1,001 - $15,000
Filing Date: 2022/02/11
KR
| , 200 SHARES, KR
2021/11/08
SELL$1,001 - $15,000
Filing Date: 2022/02/11
KR
| Stocks, KROGER COMPANY, KR
2021/11/08
SELL$1,001 - $15,000
Filing Date: 2022/02/11
BUI
| Stocks, BLACKROCK UTILITY, INFRASTRUCTURE & POWER OPPORTUNITIES TRUST,...
2021/11/04
BUY$1,001 - $15,000
Filing Date: 2022/02/11
BUI
| , 500 SHARES, BUI
2021/11/04
BUY$1,001 - $15,000
Filing Date: 2022/02/11
MSFT
| 30 SHARES, MICROSOFT CORPORATION, MSFT
2021/09/08
BUY$1,001 - $15,000
Filing Date: 2022/02/11
MSFT
| , 30 SHARES, MSFT
2021/09/08
BUY$1,001 - $15,000
Filing Date: 2022/02/11
MSFT
| , 25 SHARES, MSFT
2021/08/19
BUY$1,001 - $15,000
Filing Date: 2022/02/11
MSFT
| Stocks, MICROSOFT CORPORATION, MSFT
2021/08/19
BUY$1,001 - $15,000
Filing Date: 2022/02/11
QQQ
| , 15 SHARES, QQQ
2021/08/16
BUY$1,001 - $15,000
Filing Date: 2022/02/11
AAPL
| SUB HOLDING OF: HT IRA. DESCRIPTION: AAPL 1252 shares stock 186510
2021/09/10
SELL$100,001 - $250,000
Filing Date: 2021/10/17
JPM
| SUBHOLDING OF: HT IRA DESCRIPTION: JPM 650 shares stock 102284
2021/09/10
SELL$100,001 - $250,000
Filing Date: 2021/10/17
AMZN
| stock 8000
2021/08/18
BUY$1,000 - $15,000
Filing Date: 2021/10/17
QQQ
| SUBHOLDING OF: Trust One etf 8000
2021/08/16
BUY$1,000 - $15,000
Filing Date: 2021/10/17
JPM
| Stocks, JP MORGAN CHASE & CO., JPM
2021/09/10
SELL$100,001 - $250,000
Filing Date: 2021/09/20
AMZN
| Stocks, AMAZON.COM, INC., AMZN
2021/08/18
BUY$1,001 - $15,000
Filing Date: 2021/08/19
QQQ
| Stocks, INVESCO QQQ TRUST, SERIES 1, QQQ
2021/08/16
BUY$1,001 - $15,000
Filing Date: 2021/08/16
NVDA
| SUBHOLDING OF: IRA One stock 8000
2021/08/02
BUY$1,000 - $15,000
Filing Date: 2021/08/15
None
| Waco AC Investor Equity, LLC ownership-interest 175000
2021/07/23
BUY$100,001 - $250,000
Filing Date: 2021/08/15
KR
| stock 8000
2021/07/13
BUY$1,000 - $15,000
Filing Date: 2021/08/15
NVDA
| Stocks, NVIDIA CORPORATION, NVDA
2021/08/02
BUY$1,001 - $15,000
Filing Date: 2021/08/06
KR
| Stocks, KROGER COMPANY, KR
2021/07/13
BUY$1,001 - $15,000
Filing Date: 2021/08/06
AESE
| SUBHOLDING OF: Trust One DESCRIPTION: AESE 1000 shares stock 2200
2021/07/07
BUY$1,000 - $15,000
Filing Date: 2021/07/09
HNDL
| HNDL 250 shares etf 6410
2021/07/01
BUY$1,000 - $15,000
Filing Date: 2021/07/09
HNDL
| HNDL 300 shares etf 7692
2021/07/01
BUY$1,000 - $15,000
Filing Date: 2021/07/09
BNS
| BNS 125 Shares stock 8134
2021/06/30
BUY$1,000 - $15,000
Filing Date: 2021/07/09
HNDL
| HNDL 700 shares etf 17934
2021/06/30
BUY$15,001 - $50,000
Filing Date: 2021/07/09
X
| 19,000 US STEEL CORP BONDS CPN 6.650% DUE 06/01/37 DTD o5/21/07 FC 12/...
2021/06/02
BUY$15,001 - $50,000
Filing Date: 2021/07/09
BABA
| SUBHOLDING OF: Trust One DESCRIPTION: BABA 25 shares stock 5261
2021/05/24
BUY$1,000 - $15,000
Filing Date: 2021/07/09
MO
| SUBHOLDING OF: Trust One DESCRIPTION: MO 120 Shares stock 5933
2021/05/19
BUY$1,000 - $15,000
Filing Date: 2021/07/09
T
| SUBHOLDING OF: Trust One DESCRIPTION: AT&T 150 Shares stock 4344
2021/05/19
BUY$1,000 - $15,000
Filing Date: 2021/07/09
AMZN
| Amazon 5 shares stock 16353
2021/05/05
BUY$15,001 - $50,000
Filing Date: 2021/07/09
CCI
| SUBHOLDING OF: Trust One DESCRIPTION: Crown Castle 20 Shares reit 3664
2021/05/05
BUY$1,000 - $15,000
Filing Date: 2021/07/09
CCI
| SUBHOLDING OF: Trust One DESCRIPTION: Crown Castle 25 Shares reit 4598
2021/05/04
BUY$1,000 - $15,000
Filing Date: 2021/07/09
CCI
| Crown Castle 50 shares reit 9195
2021/05/04
BUY$1,000 - $15,000
Filing Date: 2021/07/09
NVDA
| SUBHOLDING OF: Trust One DESCRIPTION: Nvidia 10 Shares stock 5741
2021/05/04
BUY$1,000 - $15,000
Filing Date: 2021/07/09
HNDL
| Stocks, STRATEGY SHARES NASDAQ 7HANDL, HNDL
2021/07/01
BUY$1,001 - $15,000
Filing Date: 2021/07/09
HNDL
| Stocks, STRATEGY SHARES NASDAQ 7HANDL INDEX ETF, HNDL
2021/07/01
BUY$1,001 - $15,000
Filing Date: 2021/07/09
BNS
| Stocks, BANK NOVA SCOTIA HALIFAX PFD 3 ORDINARY SHARES, BNS
2021/06/30
BUY$1,001 - $15,000
Filing Date: 2021/07/09
AESE
| Stocks, ALLIED ESPORTS ENTERTAINMENT, INC., AESE
2021/07/07
BUY$1,001 - $15,000
Filing Date: 2021/07/07
HNDL
| Stocks, STRATEGY SHARES NASDAQ 7HANDL, HNDL
2021/06/30
BUY$15,001 - $50,000
Filing Date: 2021/07/07
BABA
| Stocks, ALIBABA GROUP HOLDING LIMITED, BABA
2021/05/24
BUY$1,001 - $15,000
Filing Date: 2021/07/07
MO
| Stocks, ALTRIA GROUP, INC., MO
2021/05/19
BUY$1,001 - $15,000
Filing Date: 2021/07/07
AMZN
| Stocks, AMAZON.COM, INC., AMZN
2021/05/05
BUY$15,001 - $50,000
Filing Date: 2021/07/07
AMZN
| Stocks, AMAZON.COM, INC., AMZN
2021/05/05
BUY$15,001 - $50,000
Filing Date: 2021/07/07
CCI
| Stocks, CROWN CASTLE INTERNATIONAL CORP., CCI
2021/05/05
BUY$1,001 - $15,000
Filing Date: 2021/07/07
CCI
| Stocks, CROWN CASTLE INTERNATIONAL CORP., CCI
2021/05/04
BUY$1,001 - $15,000
Filing Date: 2021/07/07
CCI
| Stocks, CROWN CASTLE INTERNATIONAL CORP., CCI
2021/05/04
BUY$1,001 - $15,000
Filing Date: 2021/07/07
NVDA
| Stocks, NVIDIA CORPORATION, NVDA
2021/05/04
BUY$1,001 - $15,000
Filing Date: 2021/07/07
AMZN
| Stocks, AMAZON.COM, INC.
2021/05/04
BUY$15,001 - $50,000
Filing Date: 2021/05/06
AMZN
| Stocks, AMAZON.COM, INC., AMZN
2021/05/04
BUY$15,001 - $50,000
Filing Date: 2021/05/06
CCI
| Stocks, CROWN CASTLE INTERNATIONAL CORP., CCI
2021/05/04
BUY$1,001 - $15,000
Filing Date: 2021/05/06
CCI
| Stocks, CROWN CASTLE INTERNATIONAL CORP.
2021/05/04
BUY$1,001 - $15,000
Filing Date: 2021/05/06
AMZN
| 5 shares stock 16559
2021/05/04
BUY$15,001 - $50,000
Filing Date: 2021/05/05
CCI
| SUBHOLDING OF: Trust One. DESCRIPTION: 25 shares reit 4598
2021/05/04
BUY$1,000 - $15,000
Filing Date: 2021/05/05
NVDA
| SUBHOLDING OF: Trust One. DESCRIPTION: 10 shares stock 5741
2021/05/04
BUY$1,000 - $15,000
Filing Date: 2021/05/05
NVDA
| Stocks, NVIDIA CORPORATION
2021/05/04
BUY$1,001 - $15,000
Filing Date: 2021/05/04
NVDA
| Stocks, NVIDIA CORPORATION, NVDA
2021/05/04
BUY$1,001 - $15,000
Filing Date: 2021/05/04
CCI
| Stocks, CROWN CASTLE INTERNATIONAL CORP.
2021/05/03
BUY$1,001 - $15,000
Filing Date: 2021/05/03
CCI
| Stocks, CROWN CASTLE INTERNATIONAL CORP., CCI
2021/05/03
BUY$1,001 - $15,000
Filing Date: 2021/05/03
MSFT
| Stocks, MICROSOFT CORPORATION
2021/05/03
BUY$1,001 - $15,000
Filing Date: 2021/05/03
MSFT
| Stocks, MICROSOFT CORPORATION, MSFT
2021/05/03
BUY$1,001 - $15,000
Filing Date: 2021/05/03
CCI
| 50 shares reit 9385
2021/05/03
BUY$1,000 - $15,000
Filing Date: 2021/05/03
MSFT
| 50 shares stock 12593
2021/05/03
BUY$1,000 - $15,000
Filing Date: 2021/05/03
IBM
| 35 shares stock 4966
2021/04/30
BUY$1,000 - $15,000
Filing Date: 2021/05/03
LOW
| 50 shares stock 9960
2021/04/26
BUY$1,000 - $15,000
Filing Date: 2021/05/03
ARCC
| 250 shares other-investment-fund 4863
2021/04/20
BUY$1,000 - $15,000
Filing Date: 2021/05/03
T
| 200 shares stock 5978
2021/04/20
BUY$1,000 - $15,000
Filing Date: 2021/05/03
AI
| 5 shares stock 311
2021/04/19
BUY$1,000 - $15,000
Filing Date: 2021/05/03
CRM
| 5 shares stock 1153
2021/04/19
BUY$1,000 - $15,000
Filing Date: 2021/05/03
KO
| SUBHOLDING OF: Trust One. 75 shares stock 4050
2021/04/19
BUY$1,000 - $15,000
Filing Date: 2021/05/03
LOW
| 25 shares stock 5038
2021/04/14
BUY$1,000 - $15,000
Filing Date: 2021/05/03
AMT
| SUBHOLDING OF: Trust One. 20 shares reit 4830
2021/04/12
BUY$1,000 - $15,000
Filing Date: 2021/05/03
TSM
| SUBHOLDING OF: Trust One. 30 shares stock 3415
2021/03/10
BUY$1,000 - $15,000
Filing Date: 2021/05/03
LOW
| 30 shares stock 5333
2021/02/09
BUY$1,000 - $15,000
Filing Date: 2021/05/03
None
| TOBACCO SETTLEMENT FING CORP VA SERAI TAXABLE SENIOR B/E CPN 6.706% mu...
2021/02/03
BUY$250,001 - $500,000
Filing Date: 2021/05/03
NIO
| SUBHOLDING OF: IRA Two. 10 shares stock 577
2021/01/20
BUY$1,000 - $15,000
Filing Date: 2021/05/03
IBM
| Stocks, INTERNATIONAL BUSINESS MACHINES
2021/04/30
BUY$1,001 - $15,000
Filing Date: 2021/04/30
IBM
| Stocks, DESCRIPTION: 50 SHARESSPINTERNATIONAL BUSINESS MACHINES, IBM
2021/04/30
BUY$1,001 - $15,000
Filing Date: 2021/04/30
IBM
| Stocks, INTERNATIONAL BUSINESS MACHINES, IBM
2021/04/30
BUY$1,001 - $15,000
Filing Date: 2021/04/30
IBM
| Stocks, DESCRIPTION: 50 SHARESSPINTERNATIONAL BUSINESS MACHINES
2021/04/30
BUY$1,001 - $15,000
Filing Date: 2021/04/30
LOW
| Stocks, LOWE'S COMPANIES, INC., LOW
2021/04/26
BUY$1,001 - $15,000
Filing Date: 2021/04/26
LOW
| Stocks, LOWE'S COMPANIES, INC.
2021/04/26
BUY$1,001 - $15,000
Filing Date: 2021/04/26
ARCC
| Stocks, ARES CAPITAL CORPORATION - CLOSED END FUND
2021/04/20
BUY$1,001 - $15,000
Filing Date: 2021/04/20
ARCC
| Stocks, ARES CAPITAL CORPORATION - CLOSED END FUND, ARCC
2021/04/20
BUY$1,001 - $15,000
Filing Date: 2021/04/20
T
| Stocks, AT&T INC., T
2021/04/20
BUY$1,001 - $15,000
Filing Date: 2021/04/20
T
| Stocks, AT&T INC.
2021/04/20
BUY$1,001 - $15,000
Filing Date: 2021/04/20
AI
| Stocks, C3.AI, INC. CLASS A
2021/04/19
BUY$1,001 - $15,000
Filing Date: 2021/04/19
AI
| Stocks, C3.AI, INC. CLASS A, AI
2021/04/19
BUY$1,001 - $15,000
Filing Date: 2021/04/19
CRM
| Stocks, SALESFORCE.COM INC, CRM
2021/04/19
BUY$1,001 - $15,000
Filing Date: 2021/04/19
CRM
| Stocks, SALESFORCE.COM INC
2021/04/19
BUY$1,001 - $15,000
Filing Date: 2021/04/19
KO
| Stocks, COCA-COLA COMPANY
2021/04/19
BUY$1,001 - $15,000
Filing Date: 2021/04/19
KO
| Stocks, COCA-COLA COMPANY, KO
2021/04/19
BUY$1,001 - $15,000
Filing Date: 2021/04/19
LOW
| Stocks, LOWE'S COMPANIES, INC., LOW
2021/04/14
BUY$1,001 - $15,000
Filing Date: 2021/04/14
LOW
| Stocks, LOWE'S COMPANIES, INC.
2021/04/14
BUY$1,001 - $15,000
Filing Date: 2021/04/14
AMT
| Stocks, AMERICAN TOWER CORPORATION, AMT
2021/04/12
BUY$1,001 - $15,000
Filing Date: 2021/04/12
AMT
| Stocks, AMERICAN TOWER CORPORATION
2021/04/12
BUY$1,001 - $15,000
Filing Date: 2021/04/12
TSM
| Stocks, TAIWAN SEMICONDUCTOR MANUFACTURING COMPANY LTD., TSM
2021/03/10
BUY$1,001 - $15,000
Filing Date: 2021/03/10
TSM
| Stocks, TAIWAN SEMICONDUCTOR MANUFACTURING COMPANY LTD.
2021/03/10
BUY$1,001 - $15,000
Filing Date: 2021/03/10
LOW
| Stocks, LOWE'S COMPANIES, INC., LOW
2021/02/09
BUY$1,001 - $15,000
Filing Date: 2021/02/09
LOW
| Stocks, LOWE'S COMPANIES, INC.
2021/02/09
BUY$1,001 - $15,000
Filing Date: 2021/02/09
NIO
| Stocks, NIO INC. AMERICAN DEPOSITARY SHARES, EACH REPRESENTING ONE CLA...
2021/01/20
BUY$1,001 - $15,000
Filing Date: 2021/01/20
NIO
| Stocks, NIO INC. AMERICAN DEPOSITARY SHARES, EACH REPRESENTING ONE CLA...
2021/01/20
BUY$1,001 - $15,000
Filing Date: 2021/01/20
AMZN
| , AMAZON.COM, INC., AMZN
2018/12/20
BUY$1,001 - $15,000
Filing Date: 2018/12/24
AMZN
| Self, AMAZON.COM, INC., AMZN
2018/12/20
BUY$1,001 - $15,000
Filing Date: 2018/12/24
QCOM
| , QUALCOMM INCORPORATED, QCOM
2018/12/11
SELL$15,001 - $50,000
Filing Date: 2018/12/13
QCOM
| Self, QUALCOMM INCORPORATED, QCOM
2018/12/11
SELL$15,001 - $50,000
Filing Date: 2018/12/13
GTX
| , GARRETT MOTION INC., GTX
2018/10/31
SELL$288.21
Filing Date: 2018/11/02
GTX
| Self, GARRETT MOTION INC., GTX
2018/10/31
SELL$288.21
Filing Date: 2018/11/02
REZI
| , RESIDEO TECHNOLOGIES, INC., REZI
2018/10/31
SELL$639.67
Filing Date: 2018/11/02
REZI
| Self, RESIDEO TECHNOLOGIES, INC., REZI
2018/10/31
SELL$639.67
Filing Date: 2018/11/02
AMZN
| Self, AMAZON.COM, INC., AMZN
2018/10/24
BUY$1,001 - $15,000
Filing Date: 2018/10/25
AMZN
| , AMAZON.COM, INC., AMZN
2018/10/24
BUY$1,001 - $15,000
Filing Date: 2018/10/25
ARKK
| , ARK INNOVATION ETF, ARKK
2018/10/24
BUY$1,001 - $15,000
Filing Date: 2018/10/25
MPC
| Self, MARATHON PETROLEUM CORPORATION, MPC
2018/09/28
BUY$15,001 - $50,000
Filing Date: 2018/09/29
MPC
| , MARATHON PETROLEUM CORPORATION, MPC
2018/09/28
BUY$15,001 - $50,000
Filing Date: 2018/09/29
OXY
| , OCCIDENTAL PETROLEUM CORPORATION, OXY
2018/09/28
SELL$15,001 - $50,000
Filing Date: 2018/09/28
OXY
| Self, OCCIDENTAL PETROLEUM CORPORATION, OXY
2018/09/28
SELL$15,001 - $50,000
Filing Date: 2018/09/28
COST
| , COSTCO WHOLESALE CORPORATION, COST
2018/09/27
SELL$15,001 - $50,000
Filing Date: 2018/09/28
COST
| Self, COSTCO WHOLESALE CORPORATION, COST
2018/09/27
SELL$15,001 - $50,000
Filing Date: 2018/09/28
PEP
| Self, PEPSICO, INC., PEP
2018/08/08
BUY$1,001 - $15,000
Filing Date: 2018/08/14
PEP
| , PEPSICO, INC., PEP
2018/08/08
BUY$1,001 - $15,000
Filing Date: 2018/08/14
DLTR
| , DOLLAR TREE, INC., DLTR
2018/08/03
BUY$1,001 - $15,000
Filing Date: 2018/08/04
DLTR
| Self, DOLLAR TREE, INC., DLTR
2018/08/03
BUY$1,001 - $15,000
Filing Date: 2018/08/04
CME
| , CME GROUP INC. CLASS A, CME
2018/08/02
BUY$15,001 - $50,000
Filing Date: 2018/08/03
CME
| Self, CME GROUP INC. CLASS A, CME
2018/08/02
BUY$15,001 - $50,000
Filing Date: 2018/08/03
ACN
| Self, ACCENTURE PLC CLASS A ORDINARY, ACN
2018/08/01
BUY$1,001 - $15,000
Filing Date: 2018/08/02
ACN
| , ACCENTURE PLC CLASS A ORDINARY, ACN
2018/08/01
BUY$1,001 - $15,000
Filing Date: 2018/08/02
TJX
| , TJX COMPANIES, INC., TJX
2018/08/01
SELL$1,001 - $15,000
Filing Date: 2018/08/02
TJX
| Self, TJX COMPANIES, INC., TJX
2018/08/01
SELL$1,001 - $15,000
Filing Date: 2018/08/02
IWN
| , ISHARES RUSSELL 2000 VALUE ETF, IWN
2018/07/31
SELL$1,001 - $15,000
Filing Date: 2018/08/02
IWN
| Self, ISHARES RUSSELL 2000 VALUE ETF, IWN
2018/07/31
SELL$1,001 - $15,000
Filing Date: 2018/08/02
AMZN
| Self, AMAZON.COM, INC., AMZN
2018/07/27
BUY$15,001 - $50,000
Filing Date: 2018/07/28
AMZN
| , AMAZON.COM, INC., AMZN
2018/07/27
BUY$15,001 - $50,000
Filing Date: 2018/07/28
MDT
| , MEDTRONIC PLC. ORDINARY SHARES, MDT
2018/07/18
BUY$1,001 - $15,000
Filing Date: 2018/07/19
MDT
| Self, MEDTRONIC PLC. ORDINARY SHARES, MDT
2018/07/18
BUY$1,001 - $15,000
Filing Date: 2018/07/19
MKC
| Self, MCCORMICK & COMPANY, INCORPORATED, MKC
2018/07/05
BUY$1,001 - $15,000
Filing Date: 2018/07/06
MKC
| , MCCORMICK & COMPANY, INCORPORATED, MKC
2018/07/05
BUY$1,001 - $15,000
Filing Date: 2018/07/06
NSRGY
| Self, NESTLE SA SPONSORED ADR, NSRGY
2018/06/29
SELL$15,001 - $50,000
Filing Date: 2018/06/30
NSRGY
| , NESTLE SA SPONSORED ADR, NSRGY
2018/06/29
SELL$15,001 - $50,000
Filing Date: 2018/06/30
PPL
| Self, PPL CORPORATION, PPL
2018/06/21
SELL$15,001 - $50,000
Filing Date: 2018/06/21
PPL
| , PPL CORPORATION, PPL
2018/06/21
SELL$15,001 - $50,000
Filing Date: 2018/06/21
AMZN
| , AMAZON.COM, INC., AMZN
2018/06/07
BUY$1,001 - $15,000
Filing Date: 2018/06/07
AMZN
| Spouse, AMAZON.COM, INC., AMZN
2018/06/07
BUY$1,001 - $15,000
Filing Date: 2018/06/07
GS
| Spouse, GOLDMAN SACHS GROUP, INC., GS
2018/06/07
BUY$15,001 - $50,000
Filing Date: 2018/06/07
GS
| , GOLDMAN SACHS GROUP, INC., GS
2018/06/07
BUY$15,001 - $50,000
Filing Date: 2018/06/07
HON
| , HONEYWELL INTERNATIONAL INC., HON
2018/06/01
BUY$1,001 - $15,000
Filing Date: 2018/06/02
HON
| Spouse, HONEYWELL INTERNATIONAL INC., HON
2018/06/01
BUY$1,001 - $15,000
Filing Date: 2018/06/02
LLY
| , ELI LILLY AND COMPANY, LLY
2018/06/01
SELL$1,001 - $15,000
Filing Date: 2018/06/02
LLY
| Self, ELI LILLY AND COMPANY, LLY
2018/06/01
SELL$1,001 - $15,000
Filing Date: 2018/06/02
MA
| , MASTERCARD INCORPORATED, MA
2018/06/01
SELL$1,001 - $15,000
Filing Date: 2018/06/02
QCOM
| , QUALCOMM INCORPORATED, QCOM
2018/06/01
SELL$1,001 - $15,000
Filing Date: 2018/06/02
ROP
| , ROPER TECHNOLOGIES, INC., ROP
2018/06/01
SELL$1,001 - $15,000
Filing Date: 2018/06/02
PAYX
| Spouse, PAYCHEX, INC., PAYX
2018/05/31
SELL$15,001 - $50,000
Filing Date: 2018/05/31
PAYX
| , PAYCHEX, INC., PAYX
2018/05/31
SELL$15,001 - $50,000
Filing Date: 2018/05/31
GOOG
| , ALPHABET INC. CLASS C CAPITAL, GOOG
2018/05/18
BUY$1,001 - $15,000
Filing Date: 2018/05/18
GOOG
| Spouse, ALPHABET INC. CLASS C CAPITAL, GOOG
2018/05/18
BUY$1,001 - $15,000
Filing Date: 2018/05/18
ABT
| , ABBOTT LABORATORIES, ABT
2018/05/02
BUY$1,001 - $15,000
Filing Date: 2018/05/04
ABT
| Spouse, ABBOTT LABORATORIES, ABT
2018/05/02
BUY$1,001 - $15,000
Filing Date: 2018/05/04
FITB
| , FIFTH THIRD BANCORP, FITB
2018/04/25
SELL$15,001 - $50,000
Filing Date: 2018/04/26
FITB
| Spouse, FIFTH THIRD BANCORP, FITB
2018/04/25
SELL$15,001 - $50,000
Filing Date: 2018/04/26
MDT
| , MEDTRONIC PLC. ORDINARY SHARES, MDT
2018/03/22
BUY$15,001 - $50,000
Filing Date: 2018/03/23
MDT
| Spouse, MEDTRONIC PLC. ORDINARY SHARES, MDT
2018/03/22
BUY$15,001 - $50,000
Filing Date: 2018/03/23
DWDP
| , DOWDUPONT INC., DWDP
2018/03/20
BUY$15,001 - $50,000
Filing Date: 2018/03/21
DWDP
| Spouse, DOWDUPONT INC., DWDP
2018/03/20
BUY$15,001 - $50,000
Filing Date: 2018/03/21
BAC
| , BANK OF AMERICA CORPORATION, BAC
2018/02/22
BUY$15,001 - $50,000
Filing Date: 2018/02/22
BAC
| Spouse, BANK OF AMERICA CORPORATION, BAC
2018/02/22
BUY$15,001 - $50,000
Filing Date: 2018/02/22
GE
| , GENERAL ELECTRIC COMPANY, GE
2018/02/12
SELL$1,001 - $15,000
Filing Date: 2018/02/12
GE
| Spouse, GENERAL ELECTRIC COMPANY, GE
2018/02/12
SELL$1,001 - $15,000
Filing Date: 2018/02/12
QQQ
| , POWERSHARES QQQ TRUST, SERIES 1, QQQ
2018/01/26
BUY$1,001 - $15,000
Filing Date: 2018/01/26
QQQ
| Spouse, POWERSHARES QQQ TRUST, SERIES 1, QQQ
2018/01/26
BUY$1,001 - $15,000
Filing Date: 2018/01/26
WMT
| , WALMART INC., WMT
2018/01/26
BUY$1,001 - $15,000
Filing Date: 2018/01/26
WYNN
| , WYNN RESORTS, LIMITED, WYNN
2018/01/26
BUY$1,001 - $15,000
Filing Date: 2018/01/26
NVDA
| , NVIDIA CORPORATION, NVDA
2017/12/29
BUY$1,001 - $15,000
Filing Date: 2017/12/30
NVDA
| Spouse, NVIDIA CORPORATION, NVDA
2017/12/29
BUY$1,001 - $15,000
Filing Date: 2017/12/30
MSFT
| Spouse, MICROSOFT CORPORATION, MSFT
2017/12/01
BUY$1,001 - $15,000
Filing Date: 2017/12/01
MSFT
| , MICROSOFT CORPORATION, MSFT
2017/12/01
BUY$1,001 - $15,000
Filing Date: 2017/12/01
ABC
| Self, AMERISOURCEBERGEN CORPORATION, ABC
2017/11/27
SELL$15,001 - $50,000
Filing Date: 2017/11/27
ABC
| , AMERISOURCEBERGEN CORPORATION, ABC
2017/11/27
SELL$15,001 - $50,000
Filing Date: 2017/11/27
ABC
| , AMERISOURCEBERGEN CORPORATION, ABC
2017/11/27
SELL$15,001 - $50,000
Filing Date: 2017/11/27
ABC
| Spouse, AMERISOURCEBERGEN CORPORATION, ABC
2017/11/27
SELL$15,001 - $50,000
Filing Date: 2017/11/27
MSFT
| , MICROSOFT CORPORATION, MSFT
2017/11/27
SELL$1,001 - $15,000
Filing Date: 2017/11/27
MSFT
| Spouse, MICROSOFT CORPORATION, MSFT
2017/11/27
SELL$1,001 - $15,000
Filing Date: 2017/11/27
DWDP
| , DOWDUPONT INC., DWDP
2017/11/22
SELL$15,001 - $50,000
Filing Date: 2017/11/22
DWDP
| Spouse, DOWDUPONT INC., DWDP
2017/11/22
SELL$15,001 - $50,000
Filing Date: 2017/11/22
IWN
| , ISHARES RUSSELL 2000 VALUE ETF, IWN
2017/11/22
SELL$15,001 - $50,000
Filing Date: 2017/11/22
TJX
| Spouse, TJX COMPANIES, INC., TJX
2017/11/22
BUY$15,001 - $50,000
Filing Date: 2017/11/22
TJX
| , TJX COMPANIES, INC., TJX
2017/11/22
BUY$15,001 - $50,000
Filing Date: 2017/11/22
VZ
| , VERIZON COMMUNICATIONS INC., VZ
2017/11/16
BUY$1,001 - $15,000
Filing Date: 2017/11/16
VZ
| Spouse, VERIZON COMMUNICATIONS INC., VZ
2017/11/16
BUY$1,001 - $15,000
Filing Date: 2017/11/16
GSK
| Spouse, GLAXOSMITHKLINE PLC, GSK
2017/10/25
BUY$1,001 - $15,000
Filing Date: 2017/10/25
GSK
| , GLAXOSMITHKLINE PLC, GSK
2017/10/25
BUY$1,001 - $15,000
Filing Date: 2017/10/25
GOOGL
| , ALPHABET INC. CLASS A, GOOGL
2017/09/29
SELL$1,001 - $15,000
Filing Date: 2017/09/29
GOOGL
| Spouse, ALPHABET INC. CLASS A, GOOGL
2017/09/29
SELL$1,001 - $15,000
Filing Date: 2017/09/29
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