| stock | Danaher Corporation Common Stock (DHR) [ST] FILING STATUS: New SUBHOLD... | 2025/06/12 | SELL$50,001 - $100,000 Filing Date: 2025/06/21 | |
| stock | Johnson & Johnson Common Stock (JNJ) [ST] FILING STATUS: New SUBHOLDIN... | 2025/06/12 | SELL$15,001 - $50,000 Filing Date: 2025/06/21 | |
| | 2024/12/18 | BUY$1,000 - $15,000 Filing Date: 2024/12/19 | |
| | 2024/11/01 | BUY$1,000 - $15,000 Filing Date: 2024/11/01 | |
| | 2024/09/16 | BUY$1,000 - $15,000 Filing Date: 2024/09/16 | |
| | 2024/09/10 | SELL$1,000 - $15,000 Filing Date: 2024/09/12 | |
| | 2024/09/10 | BUY$1,000 - $15,000 Filing Date: 2024/09/12 | |
| | 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 | |
| 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 | |
| stock | Subholding Of: ET IRA stock 8000 | 2024/03/07 | SELL$1,000 - $15,000 Filing Date: 2024/03/07 | |
| stock | Subholding Of: Trust One stock 8000 | 2024/02/29 | BUY$1,000 - $15,000 Filing Date: 2024/03/07 | |
| stock | Subholding Of: IRA One stock 360 | 2024/02/29 | BUY$1,000 - $15,000 Filing Date: 2024/02/29 | |
| stock | Subholding Of: Trust One Description: 10 shares stock 8000 | 2024/02/07 | BUY$1,000 - $15,000 Filing Date: 2024/02/29 | |
| stock | Subholding Of: Trust One stock 8000 | 2024/01/31 | BUY$1,000 - $15,000 Filing Date: 2024/02/29 | |
| | Description: $5K 30 day T-Bill 5.1% municipal-security 8000 | 2024/01/25 | BUY$1,000 - $15,000 Filing Date: 2024/01/24 | |
| | 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 | |
| | Subholding Of: Trust One Description: 45 shares loss ~$5500 stock 8000 | 2023/12/28 | SELL$1,000 - $15,000 Filing Date: 2024/01/24 | |
| | 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 | |
| | Description: Sale loss reit 8000 | 2023/12/28 | SELL$1,000 - $15,000 Filing Date: 2023/12/28 | |
| | Subholding Of: Trust One Description: purchase - rollover from redempt... | 2023/12/28 | BUY$15,001 - $50,000 Filing Date: 2023/12/28 | |
| | Subholding Of: SEP 1 Description: Bond redemption (reinvested) 87K fro... | 2023/12/21 | SELL$50,001 - $100,000 Filing Date: 2023/12/28 | |
| | 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 | |
| | Description: 230 shares sold loss | 2023/12/15 | SELL$1,000 - $15,000 Filing Date: 2023/12/26 | |
| | Description: 230 shares sold loss other-investment-fund 8000 | 2023/12/15 | SELL$1,000 - $15,000 Filing Date: 2023/12/26 | |
| | Subholding Of: Trust One Description: 1 share stock 456 | 2023/12/06 | BUY$1,000 - $15,000 Filing Date: 2023/12/26 | |
| | Subholding Of: Trust One Description: 1 share | 2023/12/06 | BUY$1,000 - $15,000 Filing Date: 2023/12/26 | |
| | Subholding Of: Trust One Description: 150 sold loss stock 8000 | 2023/11/29 | SELL$1,000 - $15,000 Filing Date: 2023/12/26 | |
| | Subholding Of: Trust One Description: 150 sold loss | 2023/11/29 | SELL$1,000 - $15,000 Filing Date: 2023/12/26 | |
| | 2023/12/15 | SELL$1,001 - $15,000 Filing Date: 2023/12/26 | |
| | 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 | |
| | , SOLD 436.637 LOSS, BP | 2023/10/31 | SELL$15,001 - $50,000 Filing Date: 2023/11/08 | |
| | , SOLD 17,494.659 LOSS, BUI | 2023/10/31 | SELL$250,001 - $500,000 Filing Date: 2023/11/08 | |
| | 2023/10/31 | SELL$100,001 - $250,000 Filing Date: 2023/11/08 | |
| | 2023/10/31 | SELL$100,001 - $250,000 Filing Date: 2023/11/08 | |
| | 2023/10/31 | SELL$15,001 - $50,000 Filing Date: 2023/11/08 | |
| | 2023/10/31 | SELL$15,001 - $50,000 Filing Date: 2023/11/08 | |
| | 2023/10/31 | SELL$1,001 - $15,000 Filing Date: 2023/11/08 | |
| | Subholding Of: Trust One Description: sold 50 loss | 2023/11/03 | SELL$1,000 - $15,000 Filing Date: 2023/11/07 | |
| | Subholding Of: Trust One Description: sold 50 loss reit 257 | 2023/11/03 | SELL$1,000 - $15,000 Filing Date: 2023/11/07 | |
| | Description: sold loss 100 | 2023/11/02 | SELL$1,000 - $15,000 Filing Date: 2023/11/07 | |
| | Description: sold loss 100 stock 8000 | 2023/11/02 | SELL$1,000 - $15,000 Filing Date: 2023/11/07 | |
| | 2023/11/02 | SELL$1,000 - $15,000 Filing Date: 2023/11/07 | |
| | Description: sold 30 stock 8000 | 2023/11/02 | SELL$1,000 - $15,000 Filing Date: 2023/11/07 | |
| | 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 | |
| | Description: sold 25.0346 stock 8000 | 2023/11/01 | SELL$1,000 - $15,000 Filing Date: 2023/11/07 | |
| | Description: sold 25.0346 | 2023/11/01 | SELL$1,000 - $15,000 Filing Date: 2023/11/07 | |
| | Description: sold 250 other-investment-fund 8000 | 2023/11/01 | SELL$1,000 - $15,000 Filing Date: 2023/11/07 | |
| | 2023/11/01 | SELL$1,000 - $15,000 Filing Date: 2023/11/07 | |
| | Description: Sold 132.5121 shares stock 32500 | 2023/11/01 | SELL$15,001 - $50,000 Filing Date: 2023/11/07 | |
| | Description: Sold 132.5121 shares | 2023/11/01 | SELL$15,001 - $50,000 Filing Date: 2023/11/07 | |
| | 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 | |
| | Description: Sold 48 Loss stock 477 | 2023/11/01 | SELL$1,000 - $15,000 Filing Date: 2023/11/07 | |
| | 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 | |
| | Subholding Of: HT IRA Description: Sold 436.637 loss stock 32500 | 2023/10/31 | SELL$15,001 - $50,000 Filing Date: 2023/11/07 | |
| | Subholding Of: HT IRA Description: Sold 436.637 loss | 2023/10/31 | SELL$15,001 - $50,000 Filing Date: 2023/11/07 | |
| | Subholding Of: HT IRA Description: Sold 17,494.659 loss | 2023/10/31 | SELL$250,001 - $500,000 Filing Date: 2023/11/07 | |
| | 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 | |
| | 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 | |
| | Subholding Of: IRA Two Description: 10 shares since 2015 stock 32500 | 2023/10/31 | SELL$15,001 - $50,000 Filing Date: 2023/11/07 | |
| | Subholding Of: IRA Two Description: 10 shares since 2015 | 2023/10/31 | SELL$15,001 - $50,000 Filing Date: 2023/11/07 | |
| | Subholding Of: IRA Two Description: 200 shares loss | 2023/10/31 | SELL$1,000 - $15,000 Filing Date: 2023/11/07 | |
| | Subholding Of: IRA Two Description: 200 shares loss stock 8000 | 2023/10/31 | SELL$1,000 - $15,000 Filing Date: 2023/11/07 | |
| | Subholding Of: HT IRA Description: Sold 2682 loss stock 32500 | 2023/10/31 | SELL$15,001 - $50,000 Filing Date: 2023/11/07 | |
| | Subholding Of: HT IRA Description: Sold 2682 loss | 2023/10/31 | SELL$15,001 - $50,000 Filing Date: 2023/11/07 | |
| | Subholding Of: HT IRA Description: Sold 233 gain stock 175000 | 2023/10/31 | SELL$100,001 - $250,000 Filing Date: 2023/11/07 | |
| | Subholding Of: HT IRA Description: Sold 233 gain | 2023/10/31 | SELL$100,001 - $250,000 Filing Date: 2023/11/07 | |
| | Subholding Of: HT IRA Description: Sold 476 gain stock 175000 | 2023/10/31 | SELL$100,001 - $250,000 Filing Date: 2023/11/07 | |
| | Subholding Of: HT IRA Description: Sold 476 gain | 2023/10/31 | SELL$100,001 - $250,000 Filing Date: 2023/11/07 | |
| | Subholding Of: HT IRA Description: Sold 740 gain | 2023/10/31 | SELL$100,001 - $250,000 Filing Date: 2023/11/07 | |
| | Subholding Of: HT IRA Description: Sold 740 gain stock 175000 | 2023/10/31 | SELL$100,001 - $250,000 Filing Date: 2023/11/07 | |
| | Subholding Of: HT IRA Description: Sold 289 loss stock 32500 | 2023/10/31 | SELL$15,001 - $50,000 Filing Date: 2023/11/07 | |
| | Subholding Of: HT IRA Description: Sold 289 loss | 2023/10/31 | SELL$15,001 - $50,000 Filing Date: 2023/11/07 | |
| | Subholding Of: HT IRA Description: Sold 1321 loss stock 32500 | 2023/10/31 | SELL$15,001 - $50,000 Filing Date: 2023/11/07 | |
| | Subholding Of: HT IRA Description: Sold 1321 loss | 2023/10/31 | SELL$15,001 - $50,000 Filing Date: 2023/11/07 | |
| | Subholding Of: IRA Two Description: Sold 163 loss stock 8000 | 2023/10/31 | SELL$1,000 - $15,000 Filing Date: 2023/11/07 | |
| | Subholding Of: IRA Two Description: Sold 163 loss | 2023/10/31 | SELL$1,000 - $15,000 Filing Date: 2023/11/07 | |
| | Subholding Of: HT IRA Description: Sold 319 loss stock 8000 | 2023/10/31 | SELL$1,000 - $15,000 Filing Date: 2023/11/07 | |
| | Subholding Of: HT IRA Description: Sold 319 loss | 2023/10/31 | SELL$1,000 - $15,000 Filing Date: 2023/11/07 | |
| | 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 | |
| | 2023/11/02 | SELL$1,001 - $15,000 Filing Date: 2023/11/03 | |
| | 2023/11/02 | SELL$1,001 - $15,000 Filing Date: 2023/11/03 | |
| | 2023/11/01 | SELL$1,001 - $15,000 Filing Date: 2023/11/03 | |
| | , SOLD 132.5121 SHARES, MSFT | 2023/11/01 | SELL$15,001 - $50,000 Filing Date: 2023/11/03 | |
| | 2023/11/01 | SELL$476.63 Filing Date: 2023/11/03 | |
| | 2023/10/31 | SELL$1,001 - $15,000 Filing Date: 2023/11/02 | |
| | 2023/10/31 | SELL$15,001 - $50,000 Filing Date: 2023/11/02 | |
| | 2023/10/31 | SELL$1,001 - $15,000 Filing Date: 2023/11/02 | |
| | 2023/10/31 | SELL$1,001 - $15,000 Filing Date: 2023/11/02 | |
| | Subholding Of: IRA One Description: 30 shares | 2023/10/06 | BUY$1,000 - $15,000 Filing Date: 2023/10/13 | |
| | Subholding Of: IRA One Description: 30 shares other-investment-fund 56... | 2023/10/06 | BUY$1,000 - $15,000 Filing Date: 2023/10/13 | |
| | Subholding Of: IRA One Description: 48 shares loss stock 494 | 2023/10/06 | SELL$1,000 - $15,000 Filing Date: 2023/10/13 | |
| | Subholding Of: IRA One Description: 48 shares loss | 2023/10/06 | SELL$1,000 - $15,000 Filing Date: 2023/10/13 | |
| | 2023/10/06 | SELL$493.91 Filing Date: 2023/10/06 | |
| | 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 | |
| | Subholding Of: Trust One Description: 20 shares Schwab + 20 more Schwa... | 2023/09/20 | BUY$1,000 - $15,000 Filing Date: 2023/09/23 | |
| | Subholding Of: Trust One Description: 20 shares Schwab + 20 more Schwa... | 2023/09/20 | BUY$1,000 - $15,000 Filing Date: 2023/09/23 | |
| | 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 | |
| | Subholding Of: IRA Two Description: 3 shares $1344 | 2023/09/12 | BUY$1,000 - $15,000 Filing Date: 2023/09/23 | |
| | Subholding Of: IRA Two Description: 3 shares $1344 stock 1344 | 2023/09/12 | BUY$1,000 - $15,000 Filing Date: 2023/09/23 | |
| | Subholding Of: Trust One Description: sold loss | 2023/09/01 | SELL$1,000 - $15,000 Filing Date: 2023/09/23 | |
| | Subholding Of: Trust One Description: sold loss etf 8000 | 2023/09/01 | SELL$1,000 - $15,000 Filing Date: 2023/09/23 | |
| | 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 | |
| | 2023/09/12 | BUY$1,001 - $15,000 Filing Date: 2023/09/13 | |
| | 2023/09/01 | SELL$1,001 - $15,000 Filing Date: 2023/09/13 | |
| | Subholding Of: Trust One Description: 10 shares/loss stock 314 | 2023/09/05 | SELL$1,000 - $15,000 Filing Date: 2023/09/05 | |
| | Subholding Of: Trust One Description: 10 shares/loss | 2023/09/05 | SELL$1,000 - $15,000 Filing Date: 2023/09/05 | |
| | Subholding Of: Trust One Description: 1000 shares/loss | 2023/08/29 | SELL$1,000 - $15,000 Filing Date: 2023/09/05 | |
| | Subholding Of: Trust One Description: 1000 shares/loss stock 1000 | 2023/08/29 | SELL$1,000 - $15,000 Filing Date: 2023/09/05 | |
| | Subholding Of: Trust One Description: 10.8288 shares sold stock 8000 | 2023/08/21 | SELL$1,000 - $15,000 Filing Date: 2023/09/05 | |
| | Subholding Of: Trust One Description: 10.8288 shares sold | 2023/08/21 | SELL$1,000 - $15,000 Filing Date: 2023/09/05 | |
| | Subholding Of: Trust One Description: 12 shares /loss stock 189 | 2023/08/18 | SELL$1,000 - $15,000 Filing Date: 2023/09/05 | |
| | Subholding Of: Trust One Description: 12 shares /loss | 2023/08/18 | SELL$1,000 - $15,000 Filing Date: 2023/09/05 | |
| | Subholding Of: Trust One Description: 35 shares / sold stock 8000 | 2023/08/18 | SELL$1,000 - $15,000 Filing Date: 2023/09/05 | |
| | Subholding Of: Trust One Description: 35 shares / sold | 2023/08/18 | SELL$1,000 - $15,000 Filing Date: 2023/09/05 | |
| | Subholding Of: Trust One Description: 60.8 shares | 2023/08/18 | SELL$1,000 - $15,000 Filing Date: 2023/09/05 | |
| | Subholding Of: Trust One Description: 60.8 shares stock 8000 | 2023/08/18 | SELL$1,000 - $15,000 Filing Date: 2023/09/05 | |
| | Subholding Of: Trust One Description: 35 shares loss 55% stock 469 | 2023/08/18 | SELL$1,000 - $15,000 Filing Date: 2023/09/05 | |
| | Subholding Of: Trust One Description: 35 shares loss 55% | 2023/08/18 | SELL$1,000 - $15,000 Filing Date: 2023/09/05 | |
| | 2023/09/05 | SELL$314.30 Filing Date: 2023/09/05 | |
| | , 1000 SHARES/LOSS, AGAE | 2023/08/29 | SELL$1,000.00 Filing Date: 2023/08/31 | |
| | 2023/08/18 | SELL$189.48 Filing Date: 2023/08/22 | |
| | , 35 SHARES / SOLD, IBM | 2023/08/18 | SELL$1,001 - $15,000 Filing Date: 2023/08/22 | |
| | 2023/08/18 | SELL$1,001 - $15,000 Filing Date: 2023/08/18 | |
| | , 35 SHARES LOSS 55%, WBD | 2023/08/18 | SELL$469.21 Filing Date: 2023/08/18 | |
| | Subholding Of: IRA One Description: 8 shares | 2023/08/15 | BUY$1,000 - $15,000 Filing Date: 2023/08/17 | |
| | Subholding Of: IRA One Description: 8 shares other-investment-fund 156 | 2023/08/15 | BUY$1,000 - $15,000 Filing Date: 2023/08/17 | |
| | Subholding Of: Trust One Description: 7 shares stock 163 | 2023/07/28 | SELL$1,000 - $15,000 Filing Date: 2023/08/17 | |
| | Subholding Of: Trust One Description: 7 shares | 2023/07/28 | SELL$1,000 - $15,000 Filing Date: 2023/08/17 | |
| | 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 | |
| | 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 | |
| | 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 | |
| | 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 | |
| | Subholding Of: Trust One Description: 5 shares | 2023/07/21 | SELL$1,000 - $15,000 Filing Date: 2023/07/27 | |
| | Subholding Of: Trust One Description: 5 shares stock 8000 | 2023/07/21 | SELL$1,000 - $15,000 Filing Date: 2023/07/27 | |
| | 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 | |
| | 2023/07/24 | SELL$15,001 - $50,000 Filing Date: 2023/07/27 | |
| | 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 | |
| | Subholding Of: IRA One Description: 14 shares $240 other-investment-fu... | 2023/07/14 | BUY$1,000 - $15,000 Filing Date: 2023/07/15 | |
| | Subholding Of: IRA One Description: 14 shares $240 | 2023/07/14 | BUY$1,000 - $15,000 Filing Date: 2023/07/15 | |
| | 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 | |
| | Subholding Of: IRA One Description: CS ROTH 1 share | 2023/06/23 | BUY$1,000 - $15,000 Filing Date: 2023/06/26 | |
| | Subholding Of: IRA One Description: CS ROTH 1 share stock 425 | 2023/06/23 | BUY$1,000 - $15,000 Filing Date: 2023/06/26 | |
| | Subholding Of: SEP 2 Description: CS SEP 912797FV4 municipal-security ... | 2023/06/23 | BUY$50,001 - $100,000 Filing Date: 2023/06/26 | |
| | 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 | |
| | Subholding Of: Trust One Description: UBS Trust 50 reit 8000 | 2023/06/15 | SELL$1,000 - $15,000 Filing Date: 2023/06/26 | |
| | Subholding Of: Trust One Description: UBS Trust 50 | 2023/06/15 | SELL$1,000 - $15,000 Filing Date: 2023/06/26 | |
| | Subholding Of: Trust One Description: UBS Trust 350 | 2023/06/15 | SELL$15,001 - $50,000 Filing Date: 2023/06/26 | |
| | Subholding Of: Trust One Description: UBS Trust 350 stock 32500 | 2023/06/15 | SELL$15,001 - $50,000 Filing Date: 2023/06/26 | |
| | Subholding Of: Trust One Description: UBS Trust 50 stock 32500 | 2023/06/15 | SELL$15,001 - $50,000 Filing Date: 2023/06/26 | |
| | Subholding Of: Trust One Description: UBS Trust 50 | 2023/06/15 | SELL$15,001 - $50,000 Filing Date: 2023/06/26 | |
| | Subholding Of: Trust One Description: UBS Trust 300 stock 32500 | 2023/06/15 | SELL$15,001 - $50,000 Filing Date: 2023/06/26 | |
| | 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 | |
| | 2023/06/15 | SELL$1,001 - $15,000 Filing Date: 2023/06/26 | |
| | 2023/06/15 | SELL$15,001 - $50,000 Filing Date: 2023/06/26 | |
| | 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 | |
| | 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 | |
| | 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 | |
| | 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 | |
| | 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 | |
| | 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 | |
| | 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 | |
| | 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 | |
| | 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 | |
| | 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 | |
| | 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 | |
| | 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 | |
| | 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 | |
| | 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 | |
| | 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 | |
| | Description: US Treasury 10/15/2023 0.125% municipal-security 75000 | 2022/11/07 | BUY$50,001 - $100,000 Filing Date: 2022/11/10 | |
| | 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 | |
| | Subholding Of: IRA One Description: 9 shares stock 8000 | 2022/09/27 | BUY$1,000 - $15,000 Filing Date: 2022/10/10 | |
| | Subholding Of: Trust One Description: 15 shares stock 8000 | 2022/09/21 | BUY$1,000 - $15,000 Filing Date: 2022/10/10 | |
| | 2022/09/27 | BUY$1,001 - $15,000 Filing Date: 2022/09/30 | |
| | 2022/09/21 | BUY$1,001 - $15,000 Filing Date: 2022/09/26 | |
| | 2022/07/08 | BUY$1,001 - $15,000 Filing Date: 2022/07/12 | |
| | SUBHOLDING OF: TRUST ONE DESCRIPTION: 50 SHARES stock 8000 | 2022/07/08 | BUY$1,000 - $15,000 Filing Date: 2022/07/09 | |
| | SUBHOLDING OF: TRUST ONE DESCRIPTION: 15 SHARES stock 8000 | 2022/07/08 | BUY$1,000 - $15,000 Filing Date: 2022/07/09 | |
| | 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 | |
| | DESCRIPTION: TOBACCO SETTILEMENT FING CORP VA SER A1 TAXABLE SENIOR B/... | 2022/06/01 | SELL$1,000 - $15,000 Filing Date: 2022/06/17 | |
| | 2022/04/15 | BUY$1,001 - $15,000 Filing Date: 2022/04/17 | |
| | 20 SHARES CS, MICROSOFT CORPORATION, MSFT | 2022/04/15 | BUY$1,001 - $15,000 Filing Date: 2022/04/17 | |
| | SUBHOLDING OF: Trust One DESCRIPTION: 20 shares CS stock 8000 | 2022/04/15 | BUY$1,000 - $15,000 Filing Date: 2022/04/17 | |
| | DESCRIPTION: .463 shares $11.94 other-investment-fund 8000 | 2022/04/04 | SELL$1,000 - $15,000 Filing Date: 2022/04/14 | |
| | SUBHOLDING OF: IRA TWO D: 2 NVDA SHARES stock 8000 | 2022/03/22 | BUY$1,000 - $15,000 Filing Date: 2022/04/14 | |
| | Stocks, BLACKROCK UTILITY, INFRASTRUCTURE &, BUI | 2022/04/04 | SELL$1,001 - $15,000 Filing Date: 2022/04/14 | |
| | , .463 SHARES $11.94, BUI | 2022/04/04 | SELL$1,001 - $15,000 Filing Date: 2022/04/14 | |
| | Stocks, NVIDIA CORPORATION, NVDA | 2022/03/22 | BUY$1,001 - $15,000 Filing Date: 2022/03/22 | |
| | 2022/03/22 | BUY$1,001 - $15,000 Filing Date: 2022/03/22 | |
| | Stocks, MEDICAL PROPERTIES TRUST, INC., MPW | 2022/02/22 | BUY$1,001 - $15,000 Filing Date: 2022/03/22 | |
| | 2022/02/22 | BUY$1,001 - $15,000 Filing Date: 2022/03/22 | |
| | SUBHOLDING OF: Trust One. DESCRIPTION: 50 shares reit 8000 | 2022/02/22 | BUY$1,000 - $15,000 Filing Date: 2022/03/13 | |
| | Stocks, APPLE INC., AAPL | 2022/02/23 | BUY$1,001 - $15,000 Filing Date: 2022/02/23 | |
| | 2022/02/23 | BUY$1,001 - $15,000 Filing Date: 2022/02/23 | |
| | 2022/02/23 | BUY$1,001 - $15,000 Filing Date: 2022/02/23 | |
| | 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 | |
| | 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 | |
| | DESCRIPTION: 25 shares stock 4183 | 2022/02/18 | BUY$1,000 - $15,000 Filing Date: 2022/02/18 | |
| | DESCRIPTION: 25 shares stock 7198 | 2022/02/18 | BUY$1,000 - $15,000 Filing Date: 2022/02/18 | |
| | DESCRIPTION: 20 shares etf 7335 | 2022/02/09 | BUY$1,000 - $15,000 Filing Date: 2022/02/11 | |
| | DESCRIPTION: 100 shares stock 7318 | 2022/02/04 | BUY$1,000 - $15,000 Filing Date: 2022/02/11 | |
| | DESCRIPTION: 175 shares stock 14116 | 2022/01/31 | SELL$1,000 - $15,000 Filing Date: 2022/02/11 | |
| | DESCRIPTION: 125 shares stock 6099 | 2022/01/19 | SELL$1,000 - $15,000 Filing Date: 2022/02/11 | |
| | DESCRIPTION: 64 shares stock 7595 | 2022/01/19 | SELL$1,000 - $15,000 Filing Date: 2022/02/11 | |
| | DESCRIPTION: 300 shares stock 24777 | 2022/01/19 | SELL$15,001 - $50,000 Filing Date: 2022/02/11 | |
| | DESCRIPTION: 100 shares stock 16200 | 2022/01/19 | SELL$15,001 - $50,000 Filing Date: 2022/02/11 | |
| | DESCRIPTION: 49 shares stock 4293 | 2022/01/18 | SELL$1,000 - $15,000 Filing Date: 2022/02/11 | |
| | DESCRIPTION: 125 shares stock 9219 | 2022/01/18 | SELL$1,000 - $15,000 Filing Date: 2022/02/11 | |
| | DESCRIPTION: 149 shares stock 7477 | 2022/01/18 | SELL$1,000 - $15,000 Filing Date: 2022/02/11 | |
| | DESCRIPTION: 32 shares stock 1653 | 2022/01/18 | SELL$1,000 - $15,000 Filing Date: 2022/02/11 | |
| | DESCRIPTION: 212 shares stock 13515 | 2022/01/18 | SELL$1,000 - $15,000 Filing Date: 2022/02/11 | |
| | DESCRIPTION: 300 shares stock 7239 | 2022/01/18 | SELL$1,000 - $15,000 Filing Date: 2022/02/11 | |
| | DESCRIPTION: 800 shares stock 7760 | 2022/01/18 | SELL$1,000 - $15,000 Filing Date: 2022/02/11 | |
| | DESCRIPTION: 125 shares stock 20888 | 2022/01/18 | SELL$15,001 - $50,000 Filing Date: 2022/02/11 | |
| | DESCRIPTION: 250 shares other-investment-fund 2030 | 2022/01/18 | SELL$1,000 - $15,000 Filing Date: 2022/02/11 | |
| | DESCRIPTION : 68 shares stock 4581 | 2022/01/18 | SELL$1,000 - $15,000 Filing Date: 2022/02/11 | |
| | DESCRIPTION: 61 shares stock 5117 | 2022/01/18 | SELL$1,000 - $15,000 Filing Date: 2022/02/11 | |
| | DESCRIPTION: 27 shares stock 1155 | 2022/01/18 | SELL$1,000 - $15,000 Filing Date: 2022/02/11 | |
| | DESCRIPTION: 494 shares stock 11812 | 2022/01/18 | SELL$1,000 - $15,000 Filing Date: 2022/02/11 | |
| | DESCRIPTION: 661 shares etf 42813 | 2022/01/18 | SELL$15,001 - $50,000 Filing Date: 2022/02/11 | |
| | DESCRIPTION: 661 shares etf 42813 | 2022/01/18 | SELL$15,001 - $50,000 Filing Date: 2022/02/11 | |
| | DESCRIPTION: 25 shares stock 13168 | 2021/11/16 | SELL$1,000 - $15,000 Filing Date: 2022/02/11 | |
| | DESCRIPTION: 30 shares stock 3542 | 2021/11/16 | SELL$1,000 - $15,000 Filing Date: 2022/02/11 | |
| | SUBHOLDING OF: ET IRA DESCRIPTION: 200 shares other-investment-fund 52... | 2021/11/08 | BUY$1,000 - $15,000 Filing Date: 2022/02/11 | |
| | DESCRIPTION: 200 shares stock 8340 | 2021/11/08 | SELL$1,000 - $15,000 Filing Date: 2022/02/11 | |
| | DESCRIPTION: 500 shares other-investment-fund 13090 | 2021/11/04 | BUY$1,000 - $15,000 Filing Date: 2022/02/11 | |
| | DESCRIPTION: 30 shares stock 9006 | 2021/09/08 | BUY$1,000 - $15,000 Filing Date: 2022/02/11 | |
| | DESCRIPTION: 25 shares stock 7419 | 2021/08/19 | BUY$1,000 - $15,000 Filing Date: 2022/02/11 | |
| | SUBHOLDING OF: Trust One DESCRIPTION: 15 shares etf 5535 | 2021/08/16 | BUY$1,000 - $15,000 Filing Date: 2022/02/11 | |
| | Stocks, BANK NOVA SCOTIA HALIFAX PFD 3, BNS | 2022/02/04 | BUY$1,001 - $15,000 Filing Date: 2022/02/11 | |
| | 2022/02/04 | BUY$1,001 - $15,000 Filing Date: 2022/02/11 | |
| | Stocks, DOMINION ENERGY, INC., D | 2022/01/31 | SELL$1,001 - $15,000 Filing Date: 2022/02/11 | |
| | 2022/01/31 | SELL$1,001 - $15,000 Filing Date: 2022/02/11 | |
| | 2022/01/19 | SELL$1,001 - $15,000 Filing Date: 2022/02/11 | |
| | Stocks, DTE ENERGY COMPANY, DTE | 2022/01/19 | SELL$1,001 - $15,000 Filing Date: 2022/02/11 | |
| | 2022/01/19 | SELL$1,001 - $15,000 Filing Date: 2022/02/11 | |
| | 2022/01/19 | SELL$15,001 - $50,000 Filing Date: 2022/02/11 | |
| | Stocks, PROCTER & GAMBLE COMPANY, PG | 2022/01/19 | SELL$15,001 - $50,000 Filing Date: 2022/02/11 | |
| | 2022/01/19 | SELL$15,001 - $50,000 Filing Date: 2022/02/11 | |
| | 2022/01/18 | SELL$1,001 - $15,000 Filing Date: 2022/02/11 | |
| | 2022/01/18 | SELL$1,001 - $15,000 Filing Date: 2022/02/11 | |
| | 2022/01/18 | SELL$1,001 - $15,000 Filing Date: 2022/02/11 | |
| | 2022/01/18 | SELL$1,001 - $15,000 Filing Date: 2022/02/11 | |
| | Stocks, EDISON INTERNATIONAL, EIX | 2022/01/18 | SELL$1,001 - $15,000 Filing Date: 2022/02/11 | |
| | 2022/01/18 | SELL$1,001 - $15,000 Filing Date: 2022/02/11 | |
| | 2022/01/18 | SELL$1,001 - $15,000 Filing Date: 2022/02/11 | |
| | 2022/01/18 | SELL$1,001 - $15,000 Filing Date: 2022/02/11 | |
| | 2022/01/18 | SELL$15,001 - $50,000 Filing Date: 2022/02/11 | |
| | Stocks, JOHNSON & JOHNSON, JNJ | 2022/01/18 | SELL$15,001 - $50,000 Filing Date: 2022/02/11 | |
| | 2022/01/18 | SELL$1,001 - $15,000 Filing Date: 2022/02/11 | |
| | 2022/01/18 | SELL$1,001 - $15,000 Filing Date: 2022/02/11 | |
| | 2022/01/18 | SELL$1,001 - $15,000 Filing Date: 2022/02/11 | |
| | 2022/01/18 | SELL$1,001 - $15,000 Filing Date: 2022/02/11 | |
| | 2022/01/18 | SELL$1,001 - $15,000 Filing Date: 2022/02/11 | |
| | 661 SHARES, SPDR SELECT SECTOR FUND ENERGY
SELECT SECTOR, XLE | 2022/01/18 | SELL$15,001 - $50,000 Filing Date: 2022/02/11 | |
| | 2022/01/18 | SELL$15,001 - $50,000 Filing Date: 2022/02/11 | |
| | 25 SHARES, COSTCO WHOLESALE CORPORATION, COST | 2021/11/16 | SELL$1,001 - $15,000 Filing Date: 2022/02/11 | |
| | 2021/11/16 | SELL$1,001 - $15,000 Filing Date: 2022/02/11 | |
| | 2021/11/16 | SELL$1,001 - $15,000 Filing Date: 2022/02/11 | |
| | Stocks, TAIWAN SEMICONDUCTOR, TSM | 2021/11/16 | SELL$1,001 - $15,000 Filing Date: 2022/02/11 | |
| | 2021/11/08 | BUY$1,001 - $15,000 Filing Date: 2022/02/11 | |
| | Stocks, BLACKROCK UTILITY, INFRASTRUCTURE &, BUI | 2021/11/08 | BUY$1,001 - $15,000 Filing Date: 2022/02/11 | |
| | 2021/11/08 | SELL$1,001 - $15,000 Filing Date: 2022/02/11 | |
| | Stocks, KROGER COMPANY, KR | 2021/11/08 | SELL$1,001 - $15,000 Filing Date: 2022/02/11 | |
| | Stocks, BLACKROCK UTILITY, INFRASTRUCTURE &
POWER OPPORTUNITIES TRUST,... | 2021/11/04 | BUY$1,001 - $15,000 Filing Date: 2022/02/11 | |
| | 2021/11/04 | BUY$1,001 - $15,000 Filing Date: 2022/02/11 | |
| | 30 SHARES, MICROSOFT CORPORATION, MSFT | 2021/09/08 | BUY$1,001 - $15,000 Filing Date: 2022/02/11 | |
| | 2021/09/08 | BUY$1,001 - $15,000 Filing Date: 2022/02/11 | |
| | 2021/08/19 | BUY$1,001 - $15,000 Filing Date: 2022/02/11 | |
| | Stocks, MICROSOFT CORPORATION, MSFT | 2021/08/19 | BUY$1,001 - $15,000 Filing Date: 2022/02/11 | |
| | 2021/08/16 | BUY$1,001 - $15,000 Filing Date: 2022/02/11 | |
| | SUB HOLDING OF: HT IRA. DESCRIPTION: AAPL 1252 shares stock 186510 | 2021/09/10 | SELL$100,001 - $250,000 Filing Date: 2021/10/17 | |
| | SUBHOLDING OF: HT IRA DESCRIPTION: JPM 650 shares stock 102284 | 2021/09/10 | SELL$100,001 - $250,000 Filing Date: 2021/10/17 | |
| | 2021/08/18 | BUY$1,000 - $15,000 Filing Date: 2021/10/17 | |
| | SUBHOLDING OF: Trust One etf 8000 | 2021/08/16 | BUY$1,000 - $15,000 Filing Date: 2021/10/17 | |
| | Stocks, JP MORGAN CHASE & CO., JPM | 2021/09/10 | SELL$100,001 -
$250,000 Filing Date: 2021/09/20 | |
| | Stocks, AMAZON.COM, INC., AMZN | 2021/08/18 | BUY$1,001 - $15,000 Filing Date: 2021/08/19 | |
| | Stocks, INVESCO QQQ TRUST, SERIES 1, QQQ | 2021/08/16 | BUY$1,001 - $15,000 Filing Date: 2021/08/16 | |
| | SUBHOLDING OF: IRA One stock 8000 | 2021/08/02 | BUY$1,000 - $15,000 Filing Date: 2021/08/15 | |
| | Waco AC Investor Equity, LLC ownership-interest 175000 | 2021/07/23 | BUY$100,001 - $250,000 Filing Date: 2021/08/15 | |
| | 2021/07/13 | BUY$1,000 - $15,000 Filing Date: 2021/08/15 | |
| | Stocks, NVIDIA CORPORATION, NVDA | 2021/08/02 | BUY$1,001 - $15,000 Filing Date: 2021/08/06 | |
| | Stocks, KROGER COMPANY, KR | 2021/07/13 | BUY$1,001 - $15,000 Filing Date: 2021/08/06 | |
| | SUBHOLDING OF: Trust One DESCRIPTION: AESE 1000 shares stock 2200 | 2021/07/07 | BUY$1,000 - $15,000 Filing Date: 2021/07/09 | |
| | HNDL 250 shares etf 6410 | 2021/07/01 | BUY$1,000 - $15,000 Filing Date: 2021/07/09 | |
| | HNDL 300 shares etf 7692 | 2021/07/01 | BUY$1,000 - $15,000 Filing Date: 2021/07/09 | |
| | BNS 125 Shares stock 8134 | 2021/06/30 | BUY$1,000 - $15,000 Filing Date: 2021/07/09 | |
| | HNDL 700 shares etf 17934 | 2021/06/30 | BUY$15,001 - $50,000 Filing Date: 2021/07/09 | |
| | 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 | |
| | SUBHOLDING OF: Trust One DESCRIPTION: BABA 25 shares stock 5261 | 2021/05/24 | BUY$1,000 - $15,000 Filing Date: 2021/07/09 | |
| | SUBHOLDING OF: Trust One DESCRIPTION: MO 120 Shares stock 5933 | 2021/05/19 | BUY$1,000 - $15,000 Filing Date: 2021/07/09 | |
| | SUBHOLDING OF: Trust One DESCRIPTION: AT&T 150 Shares stock 4344 | 2021/05/19 | BUY$1,000 - $15,000 Filing Date: 2021/07/09 | |
| | Amazon 5 shares stock 16353 | 2021/05/05 | BUY$15,001 - $50,000 Filing Date: 2021/07/09 | |
| | SUBHOLDING OF: Trust One DESCRIPTION: Crown Castle 20 Shares reit 3664 | 2021/05/05 | BUY$1,000 - $15,000 Filing Date: 2021/07/09 | |
| | SUBHOLDING OF: Trust One DESCRIPTION: Crown Castle 25 Shares reit 4598 | 2021/05/04 | BUY$1,000 - $15,000 Filing Date: 2021/07/09 | |
| | Crown Castle 50 shares reit 9195 | 2021/05/04 | BUY$1,000 - $15,000 Filing Date: 2021/07/09 | |
| | SUBHOLDING OF: Trust One DESCRIPTION: Nvidia 10 Shares stock 5741 | 2021/05/04 | BUY$1,000 - $15,000 Filing Date: 2021/07/09 | |
| | Stocks, STRATEGY SHARES NASDAQ 7HANDL, HNDL | 2021/07/01 | BUY$1,001 - $15,000 Filing Date: 2021/07/09 | |
| | Stocks, STRATEGY SHARES NASDAQ 7HANDL
INDEX ETF, HNDL | 2021/07/01 | BUY$1,001 - $15,000 Filing Date: 2021/07/09 | |
| | Stocks, BANK NOVA SCOTIA HALIFAX PFD 3
ORDINARY SHARES, BNS | 2021/06/30 | BUY$1,001 - $15,000 Filing Date: 2021/07/09 | |
| | Stocks, ALLIED ESPORTS ENTERTAINMENT, INC., AESE | 2021/07/07 | BUY$1,001 - $15,000 Filing Date: 2021/07/07 | |
| | Stocks, STRATEGY SHARES NASDAQ 7HANDL, HNDL | 2021/06/30 | BUY$15,001 - $50,000 Filing Date: 2021/07/07 | |
| | Stocks, ALIBABA GROUP HOLDING LIMITED, BABA | 2021/05/24 | BUY$1,001 - $15,000 Filing Date: 2021/07/07 | |
| | Stocks, ALTRIA GROUP, INC., MO | 2021/05/19 | BUY$1,001 - $15,000 Filing Date: 2021/07/07 | |
| | Stocks, AMAZON.COM, INC., AMZN | 2021/05/05 | BUY$15,001 -
$50,000 Filing Date: 2021/07/07 | |
| | Stocks, AMAZON.COM, INC., AMZN | 2021/05/05 | BUY$15,001 -
$50,000 Filing Date: 2021/07/07 | |
| | Stocks, CROWN CASTLE INTERNATIONAL CORP., CCI | 2021/05/05 | BUY$1,001 - $15,000 Filing Date: 2021/07/07 | |
| | Stocks, CROWN CASTLE INTERNATIONAL CORP., CCI | 2021/05/04 | BUY$1,001 - $15,000 Filing Date: 2021/07/07 | |
| | Stocks, CROWN CASTLE INTERNATIONAL CORP., CCI | 2021/05/04 | BUY$1,001 - $15,000 Filing Date: 2021/07/07 | |
| | Stocks, NVIDIA CORPORATION, NVDA | 2021/05/04 | BUY$1,001 - $15,000 Filing Date: 2021/07/07 | |
| | Stocks, AMAZON.COM, INC. | 2021/05/04 | BUY$15,001 - $50,000 Filing Date: 2021/05/06 | |
| | Stocks, AMAZON.COM, INC., AMZN | 2021/05/04 | BUY$15,001 - $50,000 Filing Date: 2021/05/06 | |
| | Stocks, CROWN CASTLE INTERNATIONAL CORP., CCI | 2021/05/04 | BUY$1,001 - $15,000 Filing Date: 2021/05/06 | |
| | Stocks, CROWN CASTLE INTERNATIONAL CORP. | 2021/05/04 | BUY$1,001 - $15,000 Filing Date: 2021/05/06 | |
| | 2021/05/04 | BUY$15,001 - $50,000 Filing Date: 2021/05/05 | |
| | SUBHOLDING OF: Trust One. DESCRIPTION: 25 shares reit 4598 | 2021/05/04 | BUY$1,000 - $15,000 Filing Date: 2021/05/05 | |
| | SUBHOLDING OF: Trust One. DESCRIPTION: 10 shares stock 5741 | 2021/05/04 | BUY$1,000 - $15,000 Filing Date: 2021/05/05 | |
| | Stocks, NVIDIA CORPORATION | 2021/05/04 | BUY$1,001 - $15,000 Filing Date: 2021/05/04 | |
| | Stocks, NVIDIA CORPORATION, NVDA | 2021/05/04 | BUY$1,001 - $15,000 Filing Date: 2021/05/04 | |
| | Stocks, CROWN CASTLE INTERNATIONAL CORP. | 2021/05/03 | BUY$1,001 - $15,000 Filing Date: 2021/05/03 | |
| | Stocks, CROWN CASTLE INTERNATIONAL CORP., CCI | 2021/05/03 | BUY$1,001 - $15,000 Filing Date: 2021/05/03 | |
| | Stocks, MICROSOFT CORPORATION | 2021/05/03 | BUY$1,001 - $15,000 Filing Date: 2021/05/03 | |
| | Stocks, MICROSOFT CORPORATION, MSFT | 2021/05/03 | BUY$1,001 - $15,000 Filing Date: 2021/05/03 | |
| | 2021/05/03 | BUY$1,000 - $15,000 Filing Date: 2021/05/03 | |
| | 2021/05/03 | BUY$1,000 - $15,000 Filing Date: 2021/05/03 | |
| | 2021/04/30 | BUY$1,000 - $15,000 Filing Date: 2021/05/03 | |
| | 2021/04/26 | BUY$1,000 - $15,000 Filing Date: 2021/05/03 | |
| | 250 shares other-investment-fund 4863 | 2021/04/20 | BUY$1,000 - $15,000 Filing Date: 2021/05/03 | |
| | 2021/04/20 | BUY$1,000 - $15,000 Filing Date: 2021/05/03 | |
| | 2021/04/19 | BUY$1,000 - $15,000 Filing Date: 2021/05/03 | |
| | 2021/04/19 | BUY$1,000 - $15,000 Filing Date: 2021/05/03 | |
| | SUBHOLDING OF: Trust One. 75 shares stock 4050 | 2021/04/19 | BUY$1,000 - $15,000 Filing Date: 2021/05/03 | |
| | 2021/04/14 | BUY$1,000 - $15,000 Filing Date: 2021/05/03 | |
| | SUBHOLDING OF: Trust One. 20 shares reit 4830 | 2021/04/12 | BUY$1,000 - $15,000 Filing Date: 2021/05/03 | |
| | SUBHOLDING OF: Trust One. 30 shares stock 3415 | 2021/03/10 | BUY$1,000 - $15,000 Filing Date: 2021/05/03 | |
| | 2021/02/09 | BUY$1,000 - $15,000 Filing Date: 2021/05/03 | |
| | 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 | |
| | SUBHOLDING OF: IRA Two. 10 shares stock 577 | 2021/01/20 | BUY$1,000 - $15,000 Filing Date: 2021/05/03 | |
| | Stocks, INTERNATIONAL BUSINESS MACHINES | 2021/04/30 | BUY$1,001 - $15,000 Filing Date: 2021/04/30 | |
| | Stocks, DESCRIPTION: 50 SHARESSPINTERNATIONAL BUSINESS MACHINES, IBM | 2021/04/30 | BUY$1,001 - $15,000 Filing Date: 2021/04/30 | |
| | Stocks, INTERNATIONAL BUSINESS MACHINES, IBM | 2021/04/30 | BUY$1,001 - $15,000 Filing Date: 2021/04/30 | |
| | Stocks, DESCRIPTION: 50 SHARESSPINTERNATIONAL BUSINESS MACHINES | 2021/04/30 | BUY$1,001 - $15,000 Filing Date: 2021/04/30 | |
| | Stocks, LOWE'S COMPANIES, INC., LOW | 2021/04/26 | BUY$1,001 - $15,000 Filing Date: 2021/04/26 | |
| | Stocks, LOWE'S COMPANIES, INC. | 2021/04/26 | BUY$1,001 - $15,000 Filing Date: 2021/04/26 | |
| | Stocks, ARES CAPITAL CORPORATION - CLOSED
END FUND | 2021/04/20 | BUY$1,001 - $15,000 Filing Date: 2021/04/20 | |
| | Stocks, ARES CAPITAL CORPORATION - CLOSED
END FUND, ARCC | 2021/04/20 | BUY$1,001 - $15,000 Filing Date: 2021/04/20 | |
| | 2021/04/20 | BUY$1,001 - $15,000 Filing Date: 2021/04/20 | |
| | 2021/04/20 | BUY$1,001 - $15,000 Filing Date: 2021/04/20 | |
| | Stocks, C3.AI, INC. CLASS A | 2021/04/19 | BUY$1,001 - $15,000 Filing Date: 2021/04/19 | |
| | Stocks, C3.AI, INC. CLASS A, AI | 2021/04/19 | BUY$1,001 - $15,000 Filing Date: 2021/04/19 | |
| | Stocks, SALESFORCE.COM INC, CRM | 2021/04/19 | BUY$1,001 - $15,000 Filing Date: 2021/04/19 | |
| | Stocks, SALESFORCE.COM INC | 2021/04/19 | BUY$1,001 - $15,000 Filing Date: 2021/04/19 | |
| | Stocks, COCA-COLA COMPANY | 2021/04/19 | BUY$1,001 - $15,000 Filing Date: 2021/04/19 | |
| | Stocks, COCA-COLA COMPANY, KO | 2021/04/19 | BUY$1,001 - $15,000 Filing Date: 2021/04/19 | |
| | Stocks, LOWE'S COMPANIES, INC., LOW | 2021/04/14 | BUY$1,001 - $15,000 Filing Date: 2021/04/14 | |
| | Stocks, LOWE'S COMPANIES, INC. | 2021/04/14 | BUY$1,001 - $15,000 Filing Date: 2021/04/14 | |
| | Stocks, AMERICAN TOWER CORPORATION, AMT | 2021/04/12 | BUY$1,001 - $15,000 Filing Date: 2021/04/12 | |
| | Stocks, AMERICAN TOWER CORPORATION | 2021/04/12 | BUY$1,001 - $15,000 Filing Date: 2021/04/12 | |
| | Stocks, TAIWAN SEMICONDUCTOR
MANUFACTURING COMPANY LTD., TSM | 2021/03/10 | BUY$1,001 - $15,000 Filing Date: 2021/03/10 | |
| | Stocks, TAIWAN SEMICONDUCTOR
MANUFACTURING COMPANY LTD. | 2021/03/10 | BUY$1,001 - $15,000 Filing Date: 2021/03/10 | |
| | Stocks, LOWE'S COMPANIES, INC., LOW | 2021/02/09 | BUY$1,001 - $15,000 Filing Date: 2021/02/09 | |
| | Stocks, LOWE'S COMPANIES, INC. | 2021/02/09 | BUY$1,001 - $15,000 Filing Date: 2021/02/09 | |
| | Stocks, NIO INC. AMERICAN DEPOSITARY
SHARES, EACH REPRESENTING ONE CLA... | 2021/01/20 | BUY$1,001 - $15,000 Filing Date: 2021/01/20 | |
| | Stocks, NIO INC. AMERICAN DEPOSITARY
SHARES, EACH REPRESENTING ONE CLA... | 2021/01/20 | BUY$1,001 - $15,000 Filing Date: 2021/01/20 | |
| | , AMAZON.COM, INC., AMZN | 2018/12/20 | BUY$1,001 - $15,000 Filing Date: 2018/12/24 | |
| | Self, AMAZON.COM, INC., AMZN | 2018/12/20 | BUY$1,001 - $15,000 Filing Date: 2018/12/24 | |
| | , QUALCOMM INCORPORATED, QCOM | 2018/12/11 | SELL$15,001 - $50,000 Filing Date: 2018/12/13 | |
| | Self, QUALCOMM INCORPORATED, QCOM | 2018/12/11 | SELL$15,001 - $50,000 Filing Date: 2018/12/13 | |
| | , GARRETT MOTION INC., GTX | 2018/10/31 | SELL$288.21 Filing Date: 2018/11/02 | |
| | Self, GARRETT MOTION INC., GTX | 2018/10/31 | SELL$288.21 Filing Date: 2018/11/02 | |
| | , RESIDEO TECHNOLOGIES, INC., REZI | 2018/10/31 | SELL$639.67 Filing Date: 2018/11/02 | |
| | Self, RESIDEO TECHNOLOGIES, INC., REZI | 2018/10/31 | SELL$639.67 Filing Date: 2018/11/02 | |
| | Self, AMAZON.COM, INC., AMZN | 2018/10/24 | BUY$1,001 - $15,000 Filing Date: 2018/10/25 | |
| | , AMAZON.COM, INC., AMZN | 2018/10/24 | BUY$1,001 - $15,000 Filing Date: 2018/10/25 | |
| | , ARK INNOVATION ETF, ARKK | 2018/10/24 | BUY$1,001 - $15,000 Filing Date: 2018/10/25 | |
| | Self, MARATHON PETROLEUM CORPORATION, MPC | 2018/09/28 | BUY$15,001 - $50,000 Filing Date: 2018/09/29 | |
| | , MARATHON PETROLEUM CORPORATION, MPC | 2018/09/28 | BUY$15,001 - $50,000 Filing Date: 2018/09/29 | |
| | , OCCIDENTAL PETROLEUM CORPORATION, OXY | 2018/09/28 | SELL$15,001 - $50,000 Filing Date: 2018/09/28 | |
| | Self, OCCIDENTAL PETROLEUM CORPORATION, OXY | 2018/09/28 | SELL$15,001 - $50,000 Filing Date: 2018/09/28 | |
| | , COSTCO WHOLESALE CORPORATION, COST | 2018/09/27 | SELL$15,001 - $50,000 Filing Date: 2018/09/28 | |
| | Self, COSTCO WHOLESALE CORPORATION, COST | 2018/09/27 | SELL$15,001 - $50,000 Filing Date: 2018/09/28 | |
| | Self, PEPSICO, INC., PEP | 2018/08/08 | BUY$1,001 - $15,000 Filing Date: 2018/08/14 | |
| | 2018/08/08 | BUY$1,001 - $15,000 Filing Date: 2018/08/14 | |
| | , DOLLAR TREE, INC., DLTR | 2018/08/03 | BUY$1,001 - $15,000 Filing Date: 2018/08/04 | |
| | Self, DOLLAR TREE, INC., DLTR | 2018/08/03 | BUY$1,001 - $15,000 Filing Date: 2018/08/04 | |
| | , CME GROUP INC. CLASS A, CME | 2018/08/02 | BUY$15,001 - $50,000 Filing Date: 2018/08/03 | |
| | Self, CME GROUP INC. CLASS A, CME | 2018/08/02 | BUY$15,001 - $50,000 Filing Date: 2018/08/03 | |
| | Self, ACCENTURE PLC CLASS A ORDINARY, ACN | 2018/08/01 | BUY$1,001 - $15,000 Filing Date: 2018/08/02 | |
| | , ACCENTURE PLC CLASS A ORDINARY, ACN | 2018/08/01 | BUY$1,001 - $15,000 Filing Date: 2018/08/02 | |
| | , TJX COMPANIES, INC., TJX | 2018/08/01 | SELL$1,001 - $15,000 Filing Date: 2018/08/02 | |
| | Self, TJX COMPANIES, INC., TJX | 2018/08/01 | SELL$1,001 - $15,000 Filing Date: 2018/08/02 | |
| | , ISHARES RUSSELL 2000 VALUE ETF, IWN | 2018/07/31 | SELL$1,001 - $15,000 Filing Date: 2018/08/02 | |
| | Self, ISHARES RUSSELL 2000 VALUE ETF, IWN | 2018/07/31 | SELL$1,001 - $15,000 Filing Date: 2018/08/02 | |
| | Self, AMAZON.COM, INC., AMZN | 2018/07/27 | BUY$15,001 - $50,000 Filing Date: 2018/07/28 | |
| | , AMAZON.COM, INC., AMZN | 2018/07/27 | BUY$15,001 - $50,000 Filing Date: 2018/07/28 | |
| | , MEDTRONIC PLC. ORDINARY SHARES, MDT | 2018/07/18 | BUY$1,001 - $15,000 Filing Date: 2018/07/19 | |
| | Self, MEDTRONIC PLC. ORDINARY SHARES, MDT | 2018/07/18 | BUY$1,001 - $15,000 Filing Date: 2018/07/19 | |
| | Self, MCCORMICK & COMPANY, INCORPORATED, MKC | 2018/07/05 | BUY$1,001 - $15,000 Filing Date: 2018/07/06 | |
| | , MCCORMICK & COMPANY, INCORPORATED, MKC | 2018/07/05 | BUY$1,001 - $15,000 Filing Date: 2018/07/06 | |
| | Self, NESTLE SA SPONSORED ADR, NSRGY | 2018/06/29 | SELL$15,001 - $50,000 Filing Date: 2018/06/30 | |
| | , NESTLE SA SPONSORED ADR, NSRGY | 2018/06/29 | SELL$15,001 - $50,000 Filing Date: 2018/06/30 | |
| | Self, PPL CORPORATION, PPL | 2018/06/21 | SELL$15,001 - $50,000 Filing Date: 2018/06/21 | |
| | 2018/06/21 | SELL$15,001 - $50,000 Filing Date: 2018/06/21 | |
| | , AMAZON.COM, INC., AMZN | 2018/06/07 | BUY$1,001 - $15,000 Filing Date: 2018/06/07 | |
| | Spouse, AMAZON.COM, INC., AMZN | 2018/06/07 | BUY$1,001 - $15,000 Filing Date: 2018/06/07 | |
| | Spouse, GOLDMAN SACHS GROUP, INC., GS | 2018/06/07 | BUY$15,001 - $50,000 Filing Date: 2018/06/07 | |
| | , GOLDMAN SACHS GROUP, INC., GS | 2018/06/07 | BUY$15,001 - $50,000 Filing Date: 2018/06/07 | |
| | , HONEYWELL INTERNATIONAL INC., HON | 2018/06/01 | BUY$1,001 - $15,000 Filing Date: 2018/06/02 | |
| | Spouse, HONEYWELL INTERNATIONAL INC., HON | 2018/06/01 | BUY$1,001 - $15,000 Filing Date: 2018/06/02 | |
| | , ELI LILLY AND COMPANY, LLY | 2018/06/01 | SELL$1,001 - $15,000 Filing Date: 2018/06/02 | |
| | Self, ELI LILLY AND COMPANY, LLY | 2018/06/01 | SELL$1,001 - $15,000 Filing Date: 2018/06/02 | |
| | , MASTERCARD INCORPORATED, MA | 2018/06/01 | SELL$1,001 - $15,000 Filing Date: 2018/06/02 | |
| | , QUALCOMM INCORPORATED, QCOM | 2018/06/01 | SELL$1,001 - $15,000 Filing Date: 2018/06/02 | |
| | , ROPER TECHNOLOGIES, INC., ROP | 2018/06/01 | SELL$1,001 - $15,000 Filing Date: 2018/06/02 | |
| | Spouse, PAYCHEX, INC., PAYX | 2018/05/31 | SELL$15,001 - $50,000 Filing Date: 2018/05/31 | |
| | 2018/05/31 | SELL$15,001 - $50,000 Filing Date: 2018/05/31 | |
| | , ALPHABET INC. CLASS C CAPITAL, GOOG | 2018/05/18 | BUY$1,001 - $15,000 Filing Date: 2018/05/18 | |
| | Spouse, ALPHABET INC. CLASS C CAPITAL, GOOG | 2018/05/18 | BUY$1,001 - $15,000 Filing Date: 2018/05/18 | |
| | , ABBOTT LABORATORIES, ABT | 2018/05/02 | BUY$1,001 - $15,000 Filing Date: 2018/05/04 | |
| | Spouse, ABBOTT LABORATORIES, ABT | 2018/05/02 | BUY$1,001 - $15,000 Filing Date: 2018/05/04 | |
| | , FIFTH THIRD BANCORP, FITB | 2018/04/25 | SELL$15,001 - $50,000 Filing Date: 2018/04/26 | |
| | Spouse, FIFTH THIRD BANCORP, FITB | 2018/04/25 | SELL$15,001 - $50,000 Filing Date: 2018/04/26 | |
| | , MEDTRONIC PLC. ORDINARY SHARES, MDT | 2018/03/22 | BUY$15,001 - $50,000 Filing Date: 2018/03/23 | |
| | Spouse, MEDTRONIC PLC. ORDINARY SHARES, MDT | 2018/03/22 | BUY$15,001 - $50,000 Filing Date: 2018/03/23 | |
| | 2018/03/20 | BUY$15,001 - $50,000 Filing Date: 2018/03/21 | |
| | Spouse, DOWDUPONT INC., DWDP | 2018/03/20 | BUY$15,001 - $50,000 Filing Date: 2018/03/21 | |
| | , BANK OF AMERICA CORPORATION, BAC | 2018/02/22 | BUY$15,001 - $50,000 Filing Date: 2018/02/22 | |
| | Spouse, BANK OF AMERICA CORPORATION, BAC | 2018/02/22 | BUY$15,001 - $50,000 Filing Date: 2018/02/22 | |
| | , GENERAL ELECTRIC COMPANY, GE | 2018/02/12 | SELL$1,001 - $15,000 Filing Date: 2018/02/12 | |
| | Spouse, GENERAL ELECTRIC COMPANY, GE | 2018/02/12 | SELL$1,001 - $15,000 Filing Date: 2018/02/12 | |
| | , POWERSHARES QQQ TRUST, SERIES 1, QQQ | 2018/01/26 | BUY$1,001 - $15,000 Filing Date: 2018/01/26 | |
| | Spouse, POWERSHARES QQQ TRUST, SERIES 1, QQQ | 2018/01/26 | BUY$1,001 - $15,000 Filing Date: 2018/01/26 | |
| | 2018/01/26 | BUY$1,001 - $15,000 Filing Date: 2018/01/26 | |
| | , WYNN RESORTS, LIMITED, WYNN | 2018/01/26 | BUY$1,001 - $15,000 Filing Date: 2018/01/26 | |
| | , NVIDIA CORPORATION, NVDA | 2017/12/29 | BUY$1,001 - $15,000 Filing Date: 2017/12/30 | |
| | Spouse, NVIDIA CORPORATION, NVDA | 2017/12/29 | BUY$1,001 - $15,000 Filing Date: 2017/12/30 | |
| | Spouse, MICROSOFT CORPORATION, MSFT | 2017/12/01 | BUY$1,001 - $15,000 Filing Date: 2017/12/01 | |
| | , MICROSOFT CORPORATION, MSFT | 2017/12/01 | BUY$1,001 - $15,000 Filing Date: 2017/12/01 | |
| | Self, AMERISOURCEBERGEN CORPORATION, ABC | 2017/11/27 | SELL$15,001 - $50,000 Filing Date: 2017/11/27 | |
| | , AMERISOURCEBERGEN CORPORATION, ABC | 2017/11/27 | SELL$15,001 - $50,000 Filing Date: 2017/11/27 | |
| | , AMERISOURCEBERGEN CORPORATION, ABC | 2017/11/27 | SELL$15,001 - $50,000 Filing Date: 2017/11/27 | |
| | Spouse, AMERISOURCEBERGEN CORPORATION, ABC | 2017/11/27 | SELL$15,001 - $50,000 Filing Date: 2017/11/27 | |
| | , MICROSOFT CORPORATION, MSFT | 2017/11/27 | SELL$1,001 - $15,000 Filing Date: 2017/11/27 | |
| | Spouse, MICROSOFT CORPORATION, MSFT | 2017/11/27 | SELL$1,001 - $15,000 Filing Date: 2017/11/27 | |
| | 2017/11/22 | SELL$15,001 - $50,000 Filing Date: 2017/11/22 | |
| | Spouse, DOWDUPONT INC., DWDP | 2017/11/22 | SELL$15,001 - $50,000 Filing Date: 2017/11/22 | |
| | , ISHARES RUSSELL 2000 VALUE ETF, IWN | 2017/11/22 | SELL$15,001 - $50,000 Filing Date: 2017/11/22 | |
| | Spouse, TJX COMPANIES, INC., TJX | 2017/11/22 | BUY$15,001 - $50,000 Filing Date: 2017/11/22 | |
| | , TJX COMPANIES, INC., TJX | 2017/11/22 | BUY$15,001 - $50,000 Filing Date: 2017/11/22 | |
| | , VERIZON COMMUNICATIONS INC., VZ | 2017/11/16 | BUY$1,001 - $15,000 Filing Date: 2017/11/16 | |
| | Spouse, VERIZON COMMUNICATIONS INC., VZ | 2017/11/16 | BUY$1,001 - $15,000 Filing Date: 2017/11/16 | |
| | Spouse, GLAXOSMITHKLINE PLC, GSK | 2017/10/25 | BUY$1,001 - $15,000 Filing Date: 2017/10/25 | |
| | , GLAXOSMITHKLINE PLC, GSK | 2017/10/25 | BUY$1,001 - $15,000 Filing Date: 2017/10/25 | |
| | , ALPHABET INC. CLASS A, GOOGL | 2017/09/29 | SELL$1,001 - $15,000 Filing Date: 2017/09/29 | |
| | Spouse, ALPHABET INC. CLASS A, GOOGL | 2017/09/29 | SELL$1,001 - $15,000 Filing Date: 2017/09/29 | |