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Robert Wittman History

| VA-1

ReporterSymbolTrade DateTransaction Info
AAPL
| Subholding Of: Morgan Stanley INH IRA
2023/09/28
SELL$1,000 - $15,000
Filing Date: 2023/10/19
ABBV
| Subholding Of: Morgan Stanley INH IRA
2023/09/28
SELL$1,000 - $15,000
Filing Date: 2023/10/19
AMZN
| Subholding Of: Morgan Stanley INH IRA
2023/09/28
SELL$1,000 - $15,000
Filing Date: 2023/10/19
CAT
| Subholding Of: Morgan Stanley INH IRA
2023/09/28
SELL$1,000 - $15,000
Filing Date: 2023/10/19
EOG
| stock 8000
2023/09/28
SELL$1,000 - $15,000
Filing Date: 2023/10/19
2023/09/28
SELL$1,000 - $15,000
Filing Date: 2023/10/19
GOOG
| Subholding Of: Morgan Stanley INH IRA
2023/09/28
SELL$1,000 - $15,000
Filing Date: 2023/10/19
HIG
| Subholding Of: Morgan Stanley INH IRA
2023/09/28
SELL$1,000 - $15,000
Filing Date: 2023/10/19
JPM
| Subholding Of: Morgan Stanley INH IRA
2023/09/28
SELL$1,000 - $15,000
Filing Date: 2023/10/19
KMI
| Subholding Of: Morgan Stanley INH IRA
2023/09/28
SELL$1,000 - $15,000
Filing Date: 2023/10/19
MSFT
| Subholding Of: Morgan Stanley INH IRA
2023/09/28
SELL$1,000 - $15,000
Filing Date: 2023/10/19
PLD
| Subholding Of: Morgan Stanley INH IRA reit 8000
2023/09/28
SELL$1,000 - $15,000
Filing Date: 2023/10/19
PLD
| Subholding Of: Morgan Stanley INH IRA
2023/09/28
SELL$1,000 - $15,000
Filing Date: 2023/10/19
UNH
| Subholding Of: Morgan Stanley INH IRA
2023/09/28
SELL$1,000 - $15,000
Filing Date: 2023/10/19
UNH
| Subholding Of: Morgan Stanley INH IRA stock 8000
2023/09/28
SELL$1,000 - $15,000
Filing Date: 2023/10/19
WMT
| Subholding Of: Morgan Stanley INH IRA
2023/09/28
SELL$1,000 - $15,000
Filing Date: 2023/10/19
2023/09/15
SELL$1,000 - $15,000
Filing Date: 2023/10/19
FIS
| stock 8000
2023/09/15
SELL$1,000 - $15,000
Filing Date: 2023/10/19
2023/09/15
SELL$1,000 - $15,000
Filing Date: 2023/10/19
2023/09/07
BUY$1,000 - $15,000
Filing Date: 2023/10/19
AMT
| reit 8000
2023/09/07
BUY$1,000 - $15,000
Filing Date: 2023/10/19
AAPL
| , , AAPL
2023/09/28
SELL$1,001 - $15,000
Filing Date: 2023/10/12
ABBV
| , , ABBV
2023/09/28
SELL$1,001 - $15,000
Filing Date: 2023/10/12
AMZN
| , , AMZN
2023/09/28
SELL$1,001 - $15,000
Filing Date: 2023/10/12
CAT
| , , CAT
2023/09/28
SELL$1,001 - $15,000
Filing Date: 2023/10/12
HIG
| , , HIG
2023/09/28
SELL$1,001 - $15,000
Filing Date: 2023/10/12
JPM
| , , JPM
2023/09/28
SELL$1,001 - $15,000
Filing Date: 2023/10/12
KMI
| , , KMI
2023/09/28
SELL$1,001 - $15,000
Filing Date: 2023/10/12
MSFT
| , , MSFT
2023/09/28
SELL$1,001 - $15,000
Filing Date: 2023/10/12
PLD
| , , PLD
2023/09/28
SELL$1,001 - $15,000
Filing Date: 2023/10/12
UNH
| , , UNH
2023/09/28
SELL$1,001 - $15,000
Filing Date: 2023/10/12
WMT
| , , WMT
2023/09/28
SELL$1,001 - $15,000
Filing Date: 2023/10/12
FIS
| , , FIS
2023/09/15
SELL$1,001 - $15,000
Filing Date: 2023/10/12
IFF
| , , IFF
2023/09/15
SELL$1,001 - $15,000
Filing Date: 2023/10/12
PSX
| stock 8000
2023/08/17
SELL$1,000 - $15,000
Filing Date: 2023/09/30
2023/08/17
SELL$1,000 - $15,000
Filing Date: 2023/09/30
2023/07/31
SELL$1,000 - $15,000
Filing Date: 2023/09/30
KMB
| stock 8000
2023/07/31
SELL$1,000 - $15,000
Filing Date: 2023/09/30
PG
| stock 8000
2023/07/31
BUY$1,000 - $15,000
Filing Date: 2023/09/30
2023/07/31
BUY$1,000 - $15,000
Filing Date: 2023/09/30
UNP
| stock 8000
2023/07/27
SELL$1,000 - $15,000
Filing Date: 2023/09/30
2023/07/27
SELL$1,000 - $15,000
Filing Date: 2023/09/30
2023/07/21
SELL$1,000 - $15,000
Filing Date: 2023/09/30
DG
| stock 8000
2023/07/21
SELL$1,000 - $15,000
Filing Date: 2023/09/30
2023/07/21
BUY$1,000 - $15,000
Filing Date: 2023/09/30
ZTS
| stock 8000
2023/07/21
BUY$1,000 - $15,000
Filing Date: 2023/09/30
2023/06/13
SELL$1,000 - $15,000
Filing Date: 2023/09/30
AVGO
| stock 8000
2023/06/13
SELL$1,000 - $15,000
Filing Date: 2023/09/30
2023/06/13
SELL$1,000 - $15,000
Filing Date: 2023/09/30
2023/06/13
BUY$1,000 - $15,000
Filing Date: 2023/09/30
SPGI
| stock 8000
2023/06/13
BUY$1,000 - $15,000
Filing Date: 2023/09/30
2023/04/21
SELL$1,000 - $15,000
Filing Date: 2023/09/30
ACN
| stock 8000
2023/04/21
SELL$1,000 - $15,000
Filing Date: 2023/09/30
KMB
| , , KMB
2023/07/31
SELL$1,001 - $15,000
Filing Date: 2023/09/26
PG
| , , PG
2023/07/31
BUY$1,001 - $15,000
Filing Date: 2023/09/26
UNP
| , , UNP
2023/07/27
SELL$1,001 - $15,000
Filing Date: 2023/09/26
DG
| , , DG
2023/07/21
SELL$1,001 - $15,000
Filing Date: 2023/09/26
ZTS
| , , ZTS
2023/07/21
BUY$1,001 - $15,000
Filing Date: 2023/09/26
AVGO
| , , AVGO
2023/06/13
SELL$1,001 - $15,000
Filing Date: 2023/09/26
CB
| , , CB
2023/06/13
SELL$1,001 - $15,000
Filing Date: 2023/09/26
SPGI
| , , SPGI
2023/06/13
BUY$1,001 - $15,000
Filing Date: 2023/09/26
ACN
| , , ACN
2023/04/21
SELL$1,001 - $15,000
Filing Date: 2023/09/26
PSX
| , , PSX
2023/08/17
SELL$1,001 - $15,000
Filing Date: 2023/09/22
MA
| stock 8000
2022/12/07
BUY$1,000 - $15,000
Filing Date: 2023/08/13
ACN
| stock 8000
2022/10/08
BUY$1,000 - $15,000
Filing Date: 2023/08/13
TJX
| Subholding Of: Morgan Stanley INH IRA stock 8000
2022/07/15
BUY$1,000 - $15,000
Filing Date: 2023/08/13
PDM
| reit 8000
2022/02/27
SELL$1,000 - $15,000
Filing Date: 2023/08/13
JPM
| Subholding Of: Morgan Stanley INH IRA stock 8000
2023/05/30
BUY$1,000 - $15,000
Filing Date: 2023/06/09
JPM
| Subholding Of: Morgan Stanley INH IRA
2023/05/30
BUY$1,000 - $15,000
Filing Date: 2023/06/09
JPM
| , , JPM
2023/05/30
BUY$1,001 - $15,000
Filing Date: 2023/06/01
CSCO
| Subholding Of: Morgan Stanley (JT)
2023/04/20
SELL$1,000 - $15,000
Filing Date: 2023/05/07
CSCO
| Subholding Of: Morgan Stanley (JT) stock 8000
2023/04/20
SELL$1,000 - $15,000
Filing Date: 2023/05/07
XOM
| Subholding Of: Morgan Stanley (JT) stock 8000
2023/04/20
BUY$1,000 - $15,000
Filing Date: 2023/05/07
XOM
| Subholding Of: Morgan Stanley (JT)
2023/04/20
BUY$1,000 - $15,000
Filing Date: 2023/05/07
EUFN
| Subholding Of: Morgan Stanley INH IRA Description: Mutual fund etf 800...
2023/02/03
BUY$1,000 - $15,000
Filing Date: 2023/03/05
EUFN
| Subholding Of: Morgan Stanley INH IRA Description: Mutual fund
2023/02/03
BUY$1,000 - $15,000
Filing Date: 2023/03/05
IHE
| Subholding Of: Morgan Stanley INH IRA Description: Mutual fund
2023/02/03
BUY$1,000 - $15,000
Filing Date: 2023/03/05
IYW
| Subholding Of: Morgan Stanley INH IRA Description: Mutual fund
2023/02/03
SELL$1,000 - $15,000
Filing Date: 2023/03/05
IYW
| Subholding Of: Morgan Stanley INH IRA Description: Mutual fund etf 800...
2023/02/03
SELL$1,000 - $15,000
Filing Date: 2023/03/05
MOTI
| Subholding Of: Morgan Stanley INH IRA Description: Mutual fund
2023/02/03
BUY$1,000 - $15,000
Filing Date: 2023/03/05
MSFT
| Subholding Of: Morgan Stanley INH IRA stock 8000
2023/02/03
SELL$1,000 - $15,000
Filing Date: 2023/03/05
MSFT
| Subholding Of: Morgan Stanley INH IRA
2023/02/03
SELL$1,000 - $15,000
Filing Date: 2023/03/05
NORW
| Subholding Of: Morgan Stanley INH IRA Description: Mutual fund
2023/02/03
SELL$1,000 - $15,000
Filing Date: 2023/03/05
SJNK
| Subholding Of: Morgan Stanley INH IRA Description: Mutual fund
2023/02/03
SELL$1,000 - $15,000
Filing Date: 2023/03/05
BAX
| Subholding Of: Morgan Stanley stock 8000
2023/01/20
SELL$1,000 - $15,000
Filing Date: 2023/02/15
BAX
| Subholding Of: Morgan Stanley
2023/01/20
SELL$1,000 - $15,000
Filing Date: 2023/02/15
HLMIX
| Subholding Of: Morgan Stanley Description: Mutual fund mutual-fund 800...
2023/01/20
BUY$1,000 - $15,000
Filing Date: 2023/02/15
HLMIX
| Subholding Of: Morgan Stanley Description: Mutual fund
2023/01/20
BUY$1,000 - $15,000
Filing Date: 2023/02/15
ANAGX
| Subholding Of: Morgan Stanley Description: Mutual fund mutual-fund 325...
2023/01/17
BUY$15,001 - $50,000
Filing Date: 2023/02/15
ANAYX
| Subholding Of: Morgan Stanley Description: Mutual fund
2023/01/17
BUY$15,001 - $50,000
Filing Date: 2023/02/15
BND
| Subholding Of: Morgan Stanley Description: Mutual fund
2023/01/17
SELL$15,001 - $50,000
Filing Date: 2023/02/15
BND
| Subholding Of: Morgan Stanley Description: Mutual fund etf 32500
2023/01/17
SELL$15,001 - $50,000
Filing Date: 2023/02/15
BNDX
| Subholding Of: Morgan Stanley Description: Mutual fund
2023/01/17
SELL$15,001 - $50,000
Filing Date: 2023/02/15
MWTIX
| Subholding Of: Morgan Stanley Description: Mutual fund
2023/01/17
BUY$15,001 - $50,000
Filing Date: 2023/02/15
HLMIX
| Subholding Of: Morgan Stanley Description: Mutual fund mutual-fund 325...
2023/01/04
BUY$15,001 - $50,000
Filing Date: 2023/02/15
HLMIX
| Subholding Of: Morgan Stanley Description: Mutual fund
2023/01/04
BUY$15,001 - $50,000
Filing Date: 2023/02/15
JVIAX
| Subholding Of: Morgan Stanley Description: Mutual fund
2023/01/04
SELL$15,001 - $50,000
Filing Date: 2023/02/15
JVIAX
| Subholding Of: Morgan Stanley Description: Mutual fund mutual-fund 325...
2023/01/04
SELL$15,001 - $50,000
Filing Date: 2023/02/15
USMV
| Subholding Of: Morgan Stanley Description: Mutual fund etf 8000
2023/01/04
SELL$1,000 - $15,000
Filing Date: 2023/02/15
USMV
| Subholding Of: Morgan Stanley Description: Mutual fund
2023/01/04
SELL$1,000 - $15,000
Filing Date: 2023/02/15
ELV
| Subholding Of: Morgan Stanley stock 8000
2023/01/03
SELL$1,000 - $15,000
Filing Date: 2023/02/15
ELV
| Subholding Of: Morgan Stanley
2023/01/03
SELL$1,000 - $15,000
Filing Date: 2023/02/15
BNDX
| Subholding Of: Morgan Stanley Description: Mutual fund etf 8000
2022/12/21
BUY$1,000 - $15,000
Filing Date: 2023/01/05
DG
| Subholding Of: Morgan Stanley stock 8000
2022/12/21
BUY$1,000 - $15,000
Filing Date: 2023/01/05
MCD
| Subholding Of: Morgan Stanley stock 8000
2022/12/21
SELL$1,000 - $15,000
Filing Date: 2023/01/05
ANAGX
| Subholding Of: Morgan Stanley Description: Mutual fund mutual-fund 800...
2022/12/14
SELL$1,000 - $15,000
Filing Date: 2023/01/05
BND
| Subholding Of: Morgan Stanley Description: Mutual fund etf 8000
2022/12/14
BUY$1,000 - $15,000
Filing Date: 2023/01/05
MA
| Subholding Of: Morgan Stanley stock 8000
2022/12/07
BUY$1,000 - $15,000
Filing Date: 2023/01/05
DG
| , , DG
2022/12/21
BUY$1,001 - $15,000
Filing Date: 2022/12/23
MCD
| , , MCD
2022/12/21
SELL$1,001 - $15,000
Filing Date: 2022/12/23
MUTUAL FUND
| , MUTUAL FUND, MUTUAL FUND
2022/12/21
BUY$1,001 - $15,000
Filing Date: 2022/12/23
MUTUAL FUND
| , MUTUAL FUND, MUTUAL FUND
2022/12/14
BUY$1,001 - $15,000
Filing Date: 2022/12/16
MUTUAL FUND
| , MUTUAL FUND, MUTUAL FUND
2022/12/14
SELL$1,001 - $15,000
Filing Date: 2022/12/15
MA
| , , MA
2023/12/07
BUY$1,001 - $15,000
Filing Date: 2022/12/09
CMCSA
| , , CMCSA
2022/12/07
BUY$1,001 - $15,000
Filing Date: 2022/12/09
AMZN
| Subholding Of: Morgan Stanley stock 8000
2022/11/18
BUY$1,000 - $15,000
Filing Date: 2022/12/08
MSEQX
| Subholding Of: Morgan Stanley Description: Mutual Fund mutual-fund 800...
2022/11/18
SELL$1,000 - $15,000
Filing Date: 2022/12/08
AAPL
| Subholding Of: Morgan Stanley INH IRA stock 8000
2022/11/17
BUY$1,000 - $15,000
Filing Date: 2022/12/08
IJR
| Subholding Of: Morgan Stanley INH IRA Description: Mutual Fund etf 800...
2022/11/17
BUY$1,000 - $15,000
Filing Date: 2022/12/08
TLT
| Subholding Of: Morgan Stanley INH IRA Description: Mutual Fund etf 800...
2022/11/17
SELL$1,000 - $15,000
Filing Date: 2022/12/08
IYW
| Subholding Of: Morgan Stanley INH IRA Description: Mutual Fund etf 800...
2022/11/11
SELL$1,000 - $15,000
Filing Date: 2022/12/08
MA
| , , MA
2022/12/07
BUY$1,001 - $15,000
Filing Date: 2022/12/07
AMZN
| , , AMZN
2022/11/18
BUY$1,001 - $15,000
Filing Date: 2022/11/21
AAPL
| , , AAPL
2022/11/17
BUY$1,001 - $15,000
Filing Date: 2022/11/21
MUTUAL FUND
| , MUTUAL FUND, MUTUAL FUND
2022/11/17
BUY$1,001 - $15,000
Filing Date: 2022/11/21
MUTUAL FUND
| , MUTUAL FUND, MUTUAL FUND
2022/11/17
SELL$1,001 - $15,000
Filing Date: 2022/11/21
MUTUAL FUND
| , MUTUAL FUND, MUTUAL FUND
2022/11/11
SELL$1,001 - $15,000
Filing Date: 2022/11/21
ACN
| , , ACN
2022/10/08
BUY$1,001 - $15,000
Filing Date: 2022/10/08
FLGB
| Subholding Of: Morgan Stanley INH IRA Description: Mutual Fund etf 800...
2022/09/27
SELL$1,000 - $15,000
Filing Date: 2022/10/05
JEPQ
| Subholding Of: Morgan Stanley INH IRA Description: Mutual Fund etf 800...
2022/09/27
BUY$1,000 - $15,000
Filing Date: 2022/10/05
WRK
| Subholding Of: Morgan Stanley INH IRA stock 8000
2022/09/27
SELL$1,000 - $15,000
Filing Date: 2022/10/05
MA
| Subholding Of: Morgan Stanley stock 8000
2022/09/15
SELL$1,000 - $15,000
Filing Date: 2022/10/05
SPY
| Subholding Of: Morgan Stanley Description: Mutual Fund etf 8000
2022/09/15
BUY$1,000 - $15,000
Filing Date: 2022/10/05
PAVE
| Subholding Of: Morgan Stanley INH IRA Description: Mutual Fund etf 800...
2021/09/27
SELL$1,000 - $15,000
Filing Date: 2022/10/05
MUTUAL FUND
| , MUTUAL FUND, MUTUAL FUND
2022/09/27
BUY$1,001 - $15,000
Filing Date: 2022/09/29
MUTUAL FUND
| , MUTUAL FUND, MUTUAL FUND
2022/09/27
SELL$1,001 - $15,000
Filing Date: 2022/09/29
MUTUAL FUND
| , MUTUAL FUND, MUTUAL FUND
2022/09/27
SELL$1,001 - $15,000
Filing Date: 2022/09/29
WRK
| , , WRK
2022/09/27
SELL$1,001 - $15,000
Filing Date: 2022/09/29
MUTUAL FUND
| , MUTUAL FUND, MUTUAL FUND
2021/09/27
SELL$1,001 - $15,000
Filing Date: 2022/09/29
CMCSA
| , , CMCSA
2022/09/15
SELL$1,001 - $15,000
Filing Date: 2022/09/19
IFF
| , , IFF
2022/09/15
SELL$1,001 - $15,000
Filing Date: 2022/09/19
MA
| , , MA
2022/09/15
SELL$1,001 - $15,000
Filing Date: 2022/09/19
MUTUAL FUND
| , MUTUAL FUND, MUTUAL FUND
2022/09/15
BUY$1,001 - $15,000
Filing Date: 2022/09/19
JVIAX
| SUBHOLDING OF: MORGAN STANLEY DESCRIPTION: MUTUAL FUND mutual-fund 800...
2022/08/30
BUY$1,000 - $15,000
Filing Date: 2022/09/10
IYW
| SUBHOLDING OF: MORGAN STANLEY INH IRA DESCRIPTION: MUTUAL FUND etf 800...
2022/08/16
SELL$1,000 - $15,000
Filing Date: 2022/09/10
AMZN
| SUBHOLDING OF: MORGAN STANLEY INH IRA stock 8000
2022/08/10
BUY$1,000 - $15,000
Filing Date: 2022/09/10
IYW
| SUBHOLDING OF: MORGAN STANLEY INH IRA DESCRIPTION: MUTUAL FUND etf 800...
2022/08/10
BUY$1,000 - $15,000
Filing Date: 2022/09/10
SRLN
| SUBHOLDING OF: MORGAN STANLEY INH IRA DESCRIPTION: MUTUAL FUND etf 800...
2022/08/10
SELL$1,000 - $15,000
Filing Date: 2022/09/10
MUTUAL FUND
| , MUTUAL FUND, MUTUAL FUND
2022/08/30
BUY$1,001 - $15,000
Filing Date: 2022/08/31
MUTUAL FUND
| , MUTUAL FUND, MUTUAL FUND
2022/08/16
SELL$1,001 - $15,000
Filing Date: 2022/08/18
AMZN
| , , AMZN
2022/08/10
BUY$1,001 - $15,000
Filing Date: 2022/08/12
GOOG
| , , GOOG
2022/08/10
BUY$1,001 - $15,000
Filing Date: 2022/08/12
MUTUAL FUND
| , MUTUAL FUND, MUTUAL FUND
2022/08/10
SELL$1,001 - $15,000
Filing Date: 2022/08/12
MUTUAL FUND
| , MUTUAL FUND, MUTUAL FUND
2022/08/10
BUY$1,001 - $15,000
Filing Date: 2022/08/12
BAX
| SUBHOLDING OF: MORGAN STANLEY stock 8000
2022/07/15
BUY$1,000 - $15,000
Filing Date: 2022/08/10
ABT
| , , ABT
2022/07/15
BUY$1,001 - $15,000
Filing Date: 2022/07/19
BAX
| , , BAX
2022/07/15
BUY$1,001 - $15,000
Filing Date: 2022/07/19
WMT
| , , WMT
2022/07/15
BUY$1,001 - $15,000
Filing Date: 2022/07/19
TJX
| , , TJX
2022/07/15
BUY$1,001 - $15,000
Filing Date: 2022/07/15
ABBV
| SUBHOLDING OF: MORGAN STANLEY INH IRA stock 8000
2022/06/16
BUY$1,000 - $15,000
Filing Date: 2022/07/08
GE
| SUBHOLDING OF: MORGAN STANLEY INH IRA stock 8000
2022/06/16
SELL$1,000 - $15,000
Filing Date: 2022/07/08
IVV
| SUBHOLDING OF: MORGAN STANLEY INH IRA etf 8000
2022/06/16
SELL$1,000 - $15,000
Filing Date: 2022/07/08
IWB
| SUBHOLDING OF: MORGAN STANLEY etf 8000
2022/06/16
BUY$1,000 - $15,000
Filing Date: 2022/07/08
SPY
| SUBHOLDING OF: MORGAN STANLEY etf 8000
2022/06/16
SELL$1,000 - $15,000
Filing Date: 2022/07/08
TJX
| SUBHOLDING OF: MORGAN STANLEY stock 8000
2022/06/16
SELL$1,000 - $15,000
Filing Date: 2022/07/08
TLH
| SUBHOLDING OF: MORGAN STANLEY INH IRA etf 8000
2022/06/16
BUY$1,000 - $15,000
Filing Date: 2022/07/08
ABBV
| , , ABBV
2022/06/16
BUY$1,001 - $15,000
Filing Date: 2022/06/21
ABT
| , , ABT
2022/06/16
SELL$1,001 - $15,000
Filing Date: 2022/06/21
AMZN
| , , AMZN
2022/06/16
BUY$1,001 - $15,000
Filing Date: 2022/06/21
BAX
| , , BAX
2022/06/16
SELL$1,001 - $15,000
Filing Date: 2022/06/21
FIXD
| , , FIXD
2022/06/16
SELL$1,001 - $15,000
Filing Date: 2022/06/21
GE
| , , GE
2022/06/16
SELL$1,001 - $15,000
Filing Date: 2022/06/21
IVV
| , , IVV
2022/06/16
SELL$1,001 - $15,000
Filing Date: 2022/06/21
IWB
| , , IWB
2022/06/16
BUY$1,001 - $15,000
Filing Date: 2022/06/21
SHYG
| , , SHYG
2022/06/16
BUY$1,001 - $15,000
Filing Date: 2022/06/21
SPY
| , , SPY
2022/06/16
SELL$1,001 - $15,000
Filing Date: 2022/06/21
TJX
| , , TJX
2022/06/16
SELL$1,001 - $15,000
Filing Date: 2022/06/21
TLH
| , , TLH
2022/06/16
BUY$1,001 - $15,000
Filing Date: 2022/06/21
WMT
| , , WMT
2022/06/16
SELL$1,001 - $15,000
Filing Date: 2022/06/21
WMT
| , , WMT
2022/06/16
BUY$1,001 - $15,000
Filing Date: 2022/06/21
DRE
| reit 8000
2022/05/10
SELL$1,000 - $15,000
Filing Date: 2022/06/04
IEUR
| SUBHOLDING OF: MORGAN STANLEY INH IRA etf 8000
2022/05/10
SELL$1,000 - $15,000
Filing Date: 2022/06/04
SBUX
| SUBHOLDING OF: MORGAN STANLEY INH IRA stock 8000
2022/05/10
SELL$1,000 - $15,000
Filing Date: 2022/06/04
SHYG
| SUBHOLDING OF: MORGAN STANLEY INH IRA etf 8000
2022/05/10
BUY$1,000 - $15,000
Filing Date: 2022/06/04
PSDTX
| mutual-fund 8000
2022/04/26
SELL$1,000 - $15,000
Filing Date: 2022/05/13
ABT
| stock 8000
2022/04/19
BUY$1,000 - $15,000
Filing Date: 2022/05/13
IWB
| etf 8000
2022/04/19
SELL$1,000 - $15,000
Filing Date: 2022/05/13
SPY
| etf 8000
2022/04/19
BUY$1,000 - $15,000
Filing Date: 2022/05/13
SPY
| etf 8000
2022/04/19
BUY$1,000 - $15,000
Filing Date: 2022/05/13
DRE
| , DUKE REALTY CORPORATION, DRE
2022/05/10
SELL$1,001 - $15,000
Filing Date: 2022/05/12
DRE
| , , DRE
2022/05/10
SELL$1,001 - $15,000
Filing Date: 2022/05/12
SBUX
| , STARBUCKS CORPORATION, SBUX
2022/05/10
SELL$1,001 - $15,000
Filing Date: 2022/05/12
SBUX
| , , SBUX
2022/05/10
SELL$1,001 - $15,000
Filing Date: 2022/05/12
ABT
| , , ABT
2022/04/19
BUY$1,001 - $15,000
Filing Date: 2022/04/21
TJX
| , , TJX
2022/04/19
BUY$1,001 - $15,000
Filing Date: 2022/04/21
TJX
| , TJX COMPANIES, INC., TJX
2022/04/19
BUY$1,001 - $15,000
Filing Date: 2022/04/21
RIO
| SUBHOLDING OF: Morgan Stanley INH IRA stock 8000
2022/03/29
BUY$1,000 - $15,000
Filing Date: 2022/04/09
TLT
| SUBHOLDING OF: Morgan Stanley etf 8000
2022/03/29
BUY$1,000 - $15,000
Filing Date: 2022/04/09
ABT
| SUBHOLDING OF: Morgan Stanley stock 8000
2022/03/15
SELL$1,000 - $15,000
Filing Date: 2022/04/09
IWB
| SUBHOLDING OF: Morgan Stanley etf 8000
2022/03/15
BUY$1,000 - $15,000
Filing Date: 2022/04/09
SPY
| SUBHOLDING OF: Morgan Stanley etf 8000
2022/03/15
SELL$1,000 - $15,000
Filing Date: 2022/04/09
BND
| SUBHOLDING OF: Morgan Stanley. DESCRIPTiON: Corporate bond fund etf 80...
2022/03/08
SELL$1,000 - $15,000
Filing Date: 2022/04/09
KMI
| SUBHOLDING OF: Morgan Stanley INH IRA stock 8000
2022/03/08
BUY$1,000 - $15,000
Filing Date: 2022/04/09
SHYG
| SUBHOLDING OF: Morgan Stanley etf 8000
2022/03/08
BUY$1,000 - $15,000
Filing Date: 2022/04/09
CAT
| , , CAT
2022/03/29
BUY$1,001 - $15,000
Filing Date: 2022/03/31
GE
| , , GE
2022/03/29
BUY$1,001 - $15,000
Filing Date: 2022/03/31
GE
| Stocks, GENERAL ELECTRIC COMPANY, GE
2022/03/29
BUY$1,001 - $15,000
Filing Date: 2022/03/31
HIG
| , , HIG
2022/03/29
BUY$1,001 - $15,000
Filing Date: 2022/03/31
RIO
| , , RIO
2022/03/29
BUY$1,001 - $15,000
Filing Date: 2022/03/31
TLT
| , , TLT
2022/03/29
BUY$1,001 - $15,000
Filing Date: 2022/03/31
ABT
| , , ABT
2022/03/15
SELL$1,001 - $15,000
Filing Date: 2022/03/17
SPY
| , , SPY
2022/03/15
SELL$1,001 - $15,000
Filing Date: 2022/03/17
SPY
| Stocks, SPDR S&P 500, SPY
2022/03/15
SELL$1,001 - $15,000
Filing Date: 2022/03/17
TJX
| , , TJX
2022/03/15
SELL$1,001 - $15,000
Filing Date: 2022/03/17
TJX
| Stocks, TJX COMPANIES, INC., TJX
2022/03/15
SELL$1,001 - $15,000
Filing Date: 2022/03/17
CORPORARTE BOND INDEX FUND
| , CORPORARTE BOND INDEX FUND, CORPORARTE BOND INDEX FUND
2022/03/08
SELL$1,001 - $15,000
Filing Date: 2022/03/10
CORPORATE BOND FUND
| , CORPORATE BOND FUND, CORPORATE BOND FUND
2022/03/08
SELL$1,001 - $15,000
Filing Date: 2022/03/10
KMI.W
| , , KMI.W
2022/03/08
BUY$1,001 - $15,000
Filing Date: 2022/03/10
SHYG
| Stocks, ISHARES 0-5 YEAR HIGH YIELD CORPORATE, SHYG
2022/03/08
BUY$1,001 - $15,000
Filing Date: 2022/03/10
SHYG
| , , SHYG
2022/03/08
BUY$1,001 - $15,000
Filing Date: 2022/03/10
MA
| SUBHOLDING OF: Morgan Stanley stock 8000
2022/02/28
BUY$1,000 - $15,000
Filing Date: 2022/03/09
MRK
| SUBHOLDING OF: Morgan Stanley stock 8000
2022/02/28
SELL$1,000 - $15,000
Filing Date: 2022/03/09
MA
| , , MA
2022/02/28
BUY$1,001 - $15,000
Filing Date: 2022/03/03
MA
| Stocks, MASTERCARD INCORPORATED, MA
2022/02/28
BUY$1,001 - $15,000
Filing Date: 2022/03/03
MRK
| , , MRK
2022/02/28
SELL$1,001 - $15,000
Filing Date: 2022/03/03
MRK
| Stocks, MERCK & COMPANY, INC. COMMON STOCK, MRK
2022/02/28
SELL$1,001 - $15,000
Filing Date: 2022/03/03
PDM
| , , PDM
2022/02/27
SELL$1,001 - $15,000
Filing Date: 2022/02/27
AAPL
| SUBHOLDING OF: Morgan Stanley INH IRA stock 8000
2022/01/28
BUY$1,000 - $15,000
Filing Date: 2022/02/13
SPHB
| SUBHOLDING OF: Morgan Stanley INH IRA etf 8000
2022/01/28
SELL$1,000 - $15,000
Filing Date: 2022/02/13
XLE
| SUBHOLDING OF: Morgan Stanley INH IRA etf 8000
2022/01/28
BUY$1,000 - $15,000
Filing Date: 2022/02/13
HON
| SUBHOLDING OF: Morgan Stanley stock 8000
2022/01/14
SELL$1,000 - $15,000
Filing Date: 2022/02/13
SPY
| SUBHOLDING OF: Morgan Stanley etf 8000
2022/01/14
BUY$1,000 - $15,000
Filing Date: 2022/02/13
SPY
| SUBHOLDING OF: Morgan Stanley etf 8000
2022/01/05
SELL$1,000 - $15,000
Filing Date: 2022/02/13
SPHB
| , , SPHB
2022/01/28
SELL$1,001 - $15,000
Filing Date: 2022/02/07
AAPL
| , , AAPL
2022/01/28
BUY$1,001 - $15,000
Filing Date: 2022/02/01
EFG
| , ISHARES MSCI EAFE GROWTH ETF, EFG
2022/01/28
SELL$1,001 - $15,000
Filing Date: 2022/02/01
EFG
| , , EFG
2022/01/28
SELL$1,001 - $15,000
Filing Date: 2022/02/01
FB
| , , FB
2022/01/28
BUY$1,001 - $15,000
Filing Date: 2022/02/01
FLGB
| , , FLGB
2022/01/28
BUY$1,001 - $15,000
Filing Date: 2022/02/01
IEUR
| Stocks, ISHARES CORE MSCI EUROPE ETF, IEUR
2022/01/28
BUY$1,001 - $15,000
Filing Date: 2022/02/01
IEUR
| , , IEUR
2022/01/28
BUY$1,001 - $15,000
Filing Date: 2022/02/01
XLE
| Stocks, DR SELECT SECTOR FUND - ENERGY, XLE
2022/01/28
BUY$1,001 - $15,000
Filing Date: 2022/02/01
XLE
| , , XLE
2022/01/28
BUY$1,001 - $15,000
Filing Date: 2022/02/01
HON
| , , HON
2022/01/14
SELL$1,001 - $15,000
Filing Date: 2022/01/19
LMT
| , , LMT
2022/01/14
SELL$1,001 - $15,000
Filing Date: 2022/01/19
LMT
| Stocks, LOCKHEED MARTIN CORPORATION, LMT
2022/01/14
SELL$1,001 - $15,000
Filing Date: 2022/01/19
SPY
| , , SPY
2022/01/14
BUY$1,001 - $15,000
Filing Date: 2022/01/19
SPY
| Stocks, DR S&P 500, SPY
2022/01/14
BUY$1,001 - $15,000
Filing Date: 2022/01/19
NOC
| SUBHOLDING OF: Morgan Stanley INH IRA stock 8000
2021/12/16
SELL$1,000 - $15,000
Filing Date: 2022/01/09
SBUX
| SUBHOLDING OF: Morgan Stanley INH IRA stock 8000
2021/12/16
BUY$1,000 - $15,000
Filing Date: 2022/01/09
CME
| SUBHOLDING OF: Morgan Stanley stock 8000
2021/12/14
SELL$1,000 - $15,000
Filing Date: 2022/01/09
WMT
| SUBHOLDING OF: Morgan Stanley stock 8000
2021/12/14
BUY$1,000 - $15,000
Filing Date: 2022/01/09
T
| SUBHOLDING OF: Morgan Stanley stock 8000
2021/12/09
SELL$1,000 - $15,000
Filing Date: 2022/01/09
SPY
| Stocks, SPDR S&P 500, SPY
2022/01/05
SELL$1,001 - $15,000
Filing Date: 2022/01/07
SPY
| , , SPY
2022/01/05
SELL$1,001 - $15,000
Filing Date: 2022/01/07
BSX
| , , BSX
2021/12/16
SELL$1,001 - $15,000
Filing Date: 2021/12/20
BSX
| Stocks, BOSTON SCIENTIFIC CORPORATION, BSX
2021/12/16
SELL$1,001 - $15,000
Filing Date: 2021/12/20
EOG
| , , EOG
2021/12/16
BUY$1,001 - $15,000
Filing Date: 2021/12/20
NOC
| , , NOC
2021/12/16
SELL$1,001 - $15,000
Filing Date: 2021/12/20
SBUX
| , , SBUX
2021/12/16
BUY$1,001 - $15,000
Filing Date: 2021/12/20
SBUX
| Stocks, STARBUCKS CORPORATION, SBUX
2021/12/16
BUY$1,001 - $15,000
Filing Date: 2021/12/20
T
| , , T
2021/12/16
BUY$1,001 - $15,000
Filing Date: 2021/12/20
TGT
| , , TGT
2021/12/16
SELL$1,001 - $15,000
Filing Date: 2021/12/20
WRK.V
| , , WRK.V
2021/12/16
BUY$1,001 - $15,000
Filing Date: 2021/12/20
CME
| Stocks, CME GROUP INC. - CLASS A, CME
2021/12/14
SELL$1,001 - $15,000
Filing Date: 2021/12/16
CME
| , , CME
2021/12/14
SELL$1,001 - $15,000
Filing Date: 2021/12/16
NEE
| Stocks, NEXTERA ENERGY, INC., NEE
2021/12/14
SELL$1,001 - $15,000
Filing Date: 2021/12/16
NEE
| , , NEE
2021/12/14
SELL$1,001 - $15,000
Filing Date: 2021/12/16
WMT
| Stocks, WALMART INC., WMT
2021/12/14
BUY$1,001 - $15,000
Filing Date: 2021/12/16
WMT
| , , WMT
2021/12/14
BUY$1,001 - $15,000
Filing Date: 2021/12/16
T
| Stocks, AT&T INC., T
2021/12/09
SELL$1,001 - $15,000
Filing Date: 2021/12/13
T
| , , T
2021/12/09
SELL$1,001 - $15,000
Filing Date: 2021/12/13
CONE
| SUBHOLDING OF: Morgan Stanley reit 8000
2021/09/30
BUY$1,000 - $15,000
Filing Date: 2021/10/18
JNJ
| SUBHOLDING OF: Morgan Stanley stock 8000
2021/09/13
SELL$1,000 - $15,000
Filing Date: 2021/10/18
TJX
| SUBHOLDING OF: Morgan Stanley stock 8000
2021/09/13
BUY$1,000 - $15,000
Filing Date: 2021/10/18
JNJ
| SUBHOLDING OF: Morgan Stanley stock 8000
2021/09/10
SELL$1,000 - $15,000
Filing Date: 2021/10/18
RGLD
| SUBHOLDING OF: Morgan Stanley INH IRA stock 8000
2021/09/01
SELL$1,000 - $15,000
Filing Date: 2021/10/18
CONE
| Stocks, CYRUSONE INC, CONE
2021/09/30
BUY$1,001 - $15,000
Filing Date: 2021/10/04
CSCO
| SUBHOLDING OF: Morgan Stanley stock 8000
2021/08/26
SELL$1,000 - $15,000
Filing Date: 2021/09/23
JNJ
| Stocks, JOHNSON & JOHNSON, JNJ
2021/09/13
SELL$1,001 - $15,000
Filing Date: 2021/09/15
TJX
| Stocks, TJX COMPANIES, INC., TJX
2021/09/13
BUY$1,001 - $15,000
Filing Date: 2021/09/15
JNJ
| Stocks, JOHNSON & JOHNSON, JNJ
2021/09/10
SELL$1,001 - $15,000
Filing Date: 2021/09/14
RGLD
| Stocks, ROYAL GOLD, INC., RGLD
2021/09/01
SELL$1,001 - $15,000
Filing Date: 2021/09/07
CSCO
| Stocks, CISCO SYSTEMS, INC., CSCO
2021/08/26
SELL$1,001 - $15,000
Filing Date: 2021/08/30
UPS
| SUBHOLDING OF: Morgan Stanley INH IRA stock 8000
2021/05/14
SELL$1,000 - $15,000
Filing Date: 2021/06/08
DG
| Stocks, DOLLAR GENERAL CORPORATION
2021/05/14
SELL$1,001 - $15,000
Filing Date: 2021/05/18
DG
| Stocks, DOLLAR GENERAL CORPORATION, DG
2021/05/14
SELL$1,001 - $15,000
Filing Date: 2021/05/18
UPS
| Stocks, UNITED PARCEL SERVICE, INC.
2021/05/14
SELL$1,001 - $15,000
Filing Date: 2021/05/18
UPS
| Stocks, UNITED PARCEL SERVICE, INC., UPS
2021/05/14
SELL$1,001 - $15,000
Filing Date: 2021/05/18
AVGO
| SUBHOLDING OF: Morgan Stanley stock 8000
2021/04/22
BUY$1,000 - $15,000
Filing Date: 2021/05/12
AVGO
| Stocks, BROADCOM INC., AVGO
2021/04/22
BUY$1,001 - $15,000
Filing Date: 2021/04/26
AVGO
| Stocks, BROADCOM INC.
2021/04/22
BUY$1,001 - $15,000
Filing Date: 2021/04/26
GE
| SUBHOLDING OF: Morgan Stanley INH IRA stock 8000
2021/03/31
BUY$1,000 - $15,000
Filing Date: 2021/04/12
LOW
| SUBHOLDING OF: Morgan Stanley INH IRA stock 8000
2021/03/31
SELL$1,000 - $15,000
Filing Date: 2021/04/12
GE
| Stocks, GENERAL ELECTRIC COMPANY , GE
2021/03/31
BUY$1,001 - $15,000
Filing Date: 2021/04/05
GE
| Stocks, GENERAL ELECTRIC COMPANY
2021/03/31
BUY$1,001 - $15,000
Filing Date: 2021/04/05
GE
| Stocks, GENERAL ELECTRIC COMPANY
2021/03/31
BUY$1,001 - $15,000
Filing Date: 2021/04/05
GE
| Stocks, GENERAL ELECTRIC COMPANY, GE
2021/03/31
BUY$1,001 - $15,000
Filing Date: 2021/04/05
LOW
| Stocks, LOWE'S COMPANIES, INC.
2021/03/31
SELL$1,001 - $15,000
Filing Date: 2021/04/05
LOW
| Stocks, LOWE'S COMPANIES, INC., LOW
2021/03/31
SELL$1,001 - $15,000
Filing Date: 2021/04/05
PGR
| SUBHOLDING OF: Morgan Stanley INH IRA stock 8000
2021/02/18
SELL$1,000 - $15,000
Filing Date: 2021/03/17
PGR
| Stocks, PROGRESSIVE CORPORATION
2021/02/18
SELL$1,001 - $15,000
Filing Date: 2021/02/22
PGR
| Stocks, PROGRESSIVE CORPORATION
2021/02/18
SELL$1,001 - $15,000
Filing Date: 2021/02/22
PGR
| Stocks, PROGRESSIVE CORPORATION, PGR
2021/02/18
SELL$1,001 - $15,000
Filing Date: 2021/02/22
PGR
| Stocks, PROGRESSIVE CORPORATION , PGR
2021/02/18
SELL$1,001 - $15,000
Filing Date: 2021/02/22
CAT
| SUBHOLDING OF: Morgan Stanley INH IRA stock 8000
2021/01/13
BUY$1,000 - $15,000
Filing Date: 2021/02/22
V
| SUBHOLDING OF: Morgan Stanley INH IRA stock 8000
2021/01/13
SELL$1,000 - $15,000
Filing Date: 2021/02/22
CCI
| SUBHOLDING OF: Morgan Stanley reit 8000
2020/07/02
BUY$1,000 - $15,000
Filing Date: 2021/01/26
DUK
| SUBHOLDING OF: Morgan Stanley stock 8000
2020/07/02
SELL$1,000 - $15,000
Filing Date: 2021/01/26
HD
| SUBHOLDING OF: Morgan Stanley stock 8000
2020/07/02
BUY$1,000 - $15,000
Filing Date: 2021/01/26
CVS
| SUBHOLDING OF: Schwab account stock 8000
2020/12/31
SELL$1,000 - $15,000
Filing Date: 2021/01/19
PBCT
| SUBHOLDING OF: Schwab account stock 32500
2020/12/31
SELL$15,001 - $50,000
Filing Date: 2021/01/19
CAT
| Stocks, CATERPILLAR, INC.
2021/01/13
BUY$1,001 - $15,000
Filing Date: 2021/01/15
CAT
| Stocks, CATERPILLAR, INC.
2021/01/13
BUY$1,001 - $15,000
Filing Date: 2021/01/15
CAT
| Stocks, CATERPILLAR, INC., CAT
2021/01/13
BUY$1,001 - $15,000
Filing Date: 2021/01/15
CAT
| Stocks, CATERPILLAR, INC. , CAT
2021/01/13
BUY$1,001 - $15,000
Filing Date: 2021/01/15
V
| Stocks, VISA INC.
2021/01/13
SELL$1,001 - $15,000
Filing Date: 2021/01/15
V
| Stocks, VISA INC., V
2021/01/13
SELL$1,001 - $15,000
Filing Date: 2021/01/15
CVS
| Stocks, CVS HEALTH CORPORATION
2020/12/31
SELL$1,001 - $15,000
Filing Date: 2021/01/05
CVS
| Stock
2020/12/31
SELL$1,001 - $15,000
Filing Date: 2021/01/05
CVS
| Stocks, CVS HEALTH CORPORATION, CVS
2020/12/31
SELL$1,001 - $15,000
Filing Date: 2021/01/05
CVS
| Stocks, CVS HEALTH CORPORATION , CVS
2020/12/31
SELL$1,001 - $15,000
Filing Date: 2021/01/05
CVS
| Stocks, CVS HEALTH CORPORATION
2020/12/31
SELL$1,001 - $15,000
Filing Date: 2021/01/05
PBCT
| Stock
2020/12/31
SELL$15,001 - $50,000
Filing Date: 2021/01/05
PBCT
| Stocks, PEOPLE'S UNITED FINANCIAL, INC.
2020/12/31
SELL$15,001 - $50,000
Filing Date: 2021/01/05
PBCT
| Stock
2020/12/31
SELL$15,001 - $50,000
Filing Date: 2021/01/05
PBCT
| Stocks, PEOPLE'S UNITED FINANCIAL, INC., PBCT
2020/12/31
SELL$15,001 - $50,000
Filing Date: 2021/01/05
PBCT
| Stocks, PEOPLE'S UNITED FINANCIAL, INC. , PBCT
2020/12/31
SELL$15,001 - $50,000
Filing Date: 2021/01/05
PBCT
| Stocks, PEOPLE'S UNITED FINANCIAL, INC., PBCT
2020/12/31
SELL$15,001 - $50,000
Filing Date: 2021/01/05
PBCT
| Stocks, PEOPLE'S UNITED FINANCIAL, INC.
2020/12/31
SELL$15,001 - $50,000
Filing Date: 2021/01/05
DIS
| SUBHOLDING OF: Schwab account stock 8000
2020/11/20
SELL$1,000 - $15,000
Filing Date: 2020/12/15
DIS
| Stock
2020/11/20
SELL$1,001 - $15,000
Filing Date: 2020/11/24
SCHW
| SUBHOLDING OF: Morgan Stanley stock 8000
2020/10/16
BUY$1,000 - $15,000
Filing Date: 2020/11/19
MSFT
| SUBHOLDING OF: Morgan Stanley INH IRA stock 8000
2020/10/02
BUY$1,000 - $15,000
Filing Date: 2020/11/19
ANTM
| Stock
2020/10/16
BUY$1,001 - $15,000
Filing Date: 2020/10/20
AXP
| Stock
2020/10/16
BUY$1,001 - $15,000
Filing Date: 2020/10/20
IFF
| Stock
2020/10/16
BUY$1,001 - $15,000
Filing Date: 2020/10/20
SCHW
| Stock
2020/10/16
BUY$1,001 - $15,000
Filing Date: 2020/10/20
BSX
| Stock
2020/10/02
BUY$1,001 - $15,000
Filing Date: 2020/10/06
MSFT
| Stock
2020/10/02
BUY$1,001 - $15,000
Filing Date: 2020/10/06
PGR
| Stock
2020/10/02
BUY$1,001 - $15,000
Filing Date: 2020/10/06
CCI
| Stocks, CROWN CASTLE INTERNATIONAL CORP.
2020/07/02
BUY$1,001 - $15,000
Filing Date: 2020/07/07
CCI
| Stock
2020/07/02
BUY$1,001 - $15,000
Filing Date: 2020/07/07
CCI
| Stocks, CROWN CASTLE INTERNATIONAL CORP.
2020/07/02
BUY$1,001 - $15,000
Filing Date: 2020/07/07
CCI
| Stocks, CROWN CASTLE INTERNATIONAL CORP. , CCI
2020/07/02
BUY$1,001 - $15,000
Filing Date: 2020/07/07
CCI
| Stocks, CROWN CASTLE INTERNATIONAL CORP., CCI
2020/07/02
BUY$1,001 - $15,000
Filing Date: 2020/07/07
COST
| Stock
2020/07/02
BUY$1,001 - $15,000
Filing Date: 2020/07/07
COST
| Stocks, COSTCO WHOLESALE CORPORATION
2020/07/02
BUY$1,001 - $15,000
Filing Date: 2020/07/07
COST
| Stocks, COSTCO WHOLESALE CORPORATION, COST
2020/07/02
BUY$1,001 - $15,000
Filing Date: 2020/07/07
CVS
| Stocks, CVS HEALTH CORPORATION
2020/07/02
SELL$1,001 - $15,000
Filing Date: 2020/07/07
CVS
| Stock
2020/07/02
SELL$1,001 - $15,000
Filing Date: 2020/07/07
CVS
| Stocks, CVS HEALTH CORPORATION
2020/07/02
SELL$1,001 - $15,000
Filing Date: 2020/07/07
CVS
| Stocks, CVS HEALTH CORPORATION , CVS
2020/07/02
SELL$1,001 - $15,000
Filing Date: 2020/07/07
CVS
| Stocks, CVS HEALTH CORPORATION, CVS
2020/07/02
SELL$1,001 - $15,000
Filing Date: 2020/07/07
DUK
| Stock
2020/07/02
SELL$1,001 - $15,000
Filing Date: 2020/07/07
DUK
| Stocks, DUKE ENERGY CORPORATION
2020/07/02
SELL$1,001 - $15,000
Filing Date: 2020/07/07
DUK
| Stocks, DUKE ENERGY CORPORATION, DUK
2020/07/02
SELL$1,001 - $15,000
Filing Date: 2020/07/07
HD
| Stock
2020/07/02
BUY$1,001 - $15,000
Filing Date: 2020/07/07
HD
| Stocks, HOME DEPOT, INC.
2020/07/02
BUY$1,001 - $15,000
Filing Date: 2020/07/07
HD
| Stocks, HOME DEPOT, INC. , HD
2020/07/02
BUY$1,001 - $15,000
Filing Date: 2020/07/07
HD
| Stocks, HOME DEPOT, INC., HD
2020/07/02
BUY$1,001 - $15,000
Filing Date: 2020/07/07
HD
| Stocks, HOME DEPOT, INC.
2020/07/02
BUY$1,001 - $15,000
Filing Date: 2020/07/07
KMB
| Stock
2020/07/02
BUY$1,001 - $15,000
Filing Date: 2020/07/07
KMB
| Stocks, KIMBERLY-CLARK CORPORATION
2020/07/02
BUY$1,001 - $15,000
Filing Date: 2020/07/07
KMB
| Stocks, KIMBERLY-CLARK CORPORATION , KMB
2020/07/02
BUY$1,001 - $15,000
Filing Date: 2020/07/07
KMB
| Stocks, KIMBERLY-CLARK CORPORATION, KMB
2020/07/02
BUY$1,001 - $15,000
Filing Date: 2020/07/07
KMB
| Stocks, KIMBERLY-CLARK CORPORATION
2020/07/02
BUY$1,001 - $15,000
Filing Date: 2020/07/07
RGLD
| Stock
2020/07/02
BUY$1,001 - $15,000
Filing Date: 2020/07/07
RGLD
| Stocks, ROYAL GOLD, INC.
2020/07/02
BUY$1,001 - $15,000
Filing Date: 2020/07/07
RGLD
| Stocks, ROYAL GOLD, INC. , RGLD
2020/07/02
BUY$1,001 - $15,000
Filing Date: 2020/07/07
RGLD
| Stocks, ROYAL GOLD, INC., RGLD
2020/07/02
BUY$1,001 - $15,000
Filing Date: 2020/07/07
RGLD
| Stocks, ROYAL GOLD, INC.
2020/07/02
BUY$1,001 - $15,000
Filing Date: 2020/07/07
V
| Stock
2020/07/02
BUY$1,001 - $15,000
Filing Date: 2020/07/07
V
| Stocks, VISA INC.
2020/07/02
BUY$1,001 - $15,000
Filing Date: 2020/07/07
V
| Stocks, VISA INC., V
2020/07/02
BUY$1,001 - $15,000
Filing Date: 2020/07/07
MSI
| SUBHOLDING OF: Morgan Stanley stock 8000
2020/06/22
BUY$1,000 - $15,000
Filing Date: 2020/07/07
PNC
| SUBHOLDING OF: Morgan Stanley stock 8000
2020/06/22
SELL$1,000 - $15,000
Filing Date: 2020/07/07
MSI
| Stock
2020/06/22
BUY$1,001 - $15,000
Filing Date: 2020/06/24
PNC
| Stock
2020/06/22
SELL$1,001 - $15,000
Filing Date: 2020/06/24
BDX
| SUBHOLDING OF: Morgan Stanley stock 8000
2020/05/22
SELL$1,000 - $15,000
Filing Date: 2020/06/08
LOW
| SUBHOLDING OF: Morgan Stanley INH IRA stock 8000
2020/05/21
BUY$1,000 - $15,000
Filing Date: 2020/06/08
BDX
| Stock
2020/05/22
SELL$1,001 - $15,000
Filing Date: 2020/05/27
LOW
| Stock
2020/05/21
BUY$1,001 - $15,000
Filing Date: 2020/05/26
XOM
| Stock
2020/05/21
BUY$1,001 - $15,000
Filing Date: 2020/05/26
MCD
| SUBHOLDING OF: Morgan Stanley stock 8000
2020/04/06
BUY$1,000 - $15,000
Filing Date: 2020/05/14
AGN
| SUBHOLDING OF: Morgan Stanley stock 8000
2020/03/30
SELL$1,000 - $15,000
Filing Date: 2020/04/13
MRK
| SUBHOLDING OF: Morgan Stanley stock 8000
2020/03/30
BUY$1,000 - $15,000
Filing Date: 2020/04/13
TGT
| SUBHOLDING OF: Morgan Stanley INH IRA stock 8000
2020/03/10
BUY$1,000 - $15,000
Filing Date: 2020/04/13
MCD
| Stock
2020/04/06
BUY$1,001 - $15,000
Filing Date: 2020/04/08
AGN
| Stock
2020/03/30
SELL$1,001 - $15,000
Filing Date: 2020/04/07
MRK
| Stock
2020/03/30
BUY$1,001 - $15,000
Filing Date: 2020/04/07
TGT
| Stock
2020/03/10
BUY$1,001 - $15,000
Filing Date: 2020/04/03
ABBV
| SUBHOLDING OF: Morgan Stanley stock 8000
2020/02/27
BUY$1,000 - $15,000
Filing Date: 2020/03/09
ABBV
| Stock
2020/02/27
BUY$1,001 - $15,000
Filing Date: 2020/03/02
SCHW
| Stock
2020/01/10
BUY$1,001 - $15,000
Filing Date: 2020/01/14
SCHW
| stock 8000
2020/01/10
BUY$1,000 - $15,000
Filing Date: 2020/01/12
IFF
| Self, INTERNATIONA FLAVORS & FRAGRANCES, IFF
2019/11/29
BUY$1,001 - $15,000
Filing Date: 2019/12/03
IFF
| MORGAN STANLEY, INTERNATIONA FLAVORS & FRAGRANCES, IFF
2019/11/29
BUY$1,001 - $15,000
Filing Date: 2019/12/03
ANTM
| Self, ANTHEM, INC., ANTM
2019/11/08
BUY$1,001 - $15,000
Filing Date: 2019/11/13
ANTM
| MORGAN STANLEY, ANTHEM, INC., ANTM
2019/11/08
BUY$1,001 - $15,000
Filing Date: 2019/11/13
CVS
| MORGAN STANLEY, CVS HEALTH CORPORATION, CVS
2019/11/05
SELL$1,001 - $15,000
Filing Date: 2019/11/07
CVS
| Self, CVS HEALTH CORPORATION, CVS
2019/11/05
SELL$1,001 - $15,000
Filing Date: 2019/11/07
DG
| MORGAN STANLEY INH IRA, DOLLAR GENERAL CORPORATION, DG
2019/09/04
BUY$1,001 - $15,000
Filing Date: 2019/09/06
DG
| Self, DOLLAR GENERAL CORPORATION, DG
2019/09/04
BUY$1,001 - $15,000
Filing Date: 2019/09/06
PLD
| MORGAN STANLEY INH IRA, PROLOGIS, INC., PLD
2019/09/04
BUY$1,001 - $15,000
Filing Date: 2019/09/06
SBUX
| MORGAN STANLEY INH IRA, STARBUCKS CORPORATION, SBUX
2019/09/04
BUY$1,001 - $15,000
Filing Date: 2019/09/06
UPS
| MORGAN STANLEY INH IRA, UNITED PARCEL SERVICE, INC., UPS
2019/09/04
BUY$1,001 - $15,000
Filing Date: 2019/09/06
BLK
| Self, BLACKROCK, INC., BLK
2019/08/15
SELL$1,001 - $15,000
Filing Date: 2019/08/19
BLK
| MORGAN STANLEY, BLACKROCK, INC., BLK
2019/08/15
SELL$1,001 - $15,000
Filing Date: 2019/08/19
AXP
| Self, AMERICAN EXPRESS COMPANY, AXP
2019/08/14
BUY$1,001 - $15,000
Filing Date: 2019/08/16
AXP
| MORGAN STANLEY, AMERICAN EXPRESS COMPANY, AXP
2019/08/14
BUY$1,001 - $15,000
Filing Date: 2019/08/16
SLB
| MORGAN STANLEY, SCHLUMBERGER N.V., SLB
2019/06/10
SELL$1,001 - $15,000
Filing Date: 2019/07/07
SLB
| Self, SCHLUMBERGER N.V., SLB
2019/06/10
SELL$1,001 - $15,000
Filing Date: 2019/07/07
AAPL
| , APPLE INC., AAPL
2019/04/17
SELL$1,001 - $15,000
Filing Date: 2019/04/22
AAPL
| Self, APPLE INC., AAPL
2019/04/17
SELL$1,001 - $15,000
Filing Date: 2019/04/22
CVS
| Self, CVS HEALTH CORPORATION, CVS
2019/01/22
BUY$1,001 - $15,000
Filing Date: 2019/02/06
CVS
| MORGAN STANLEY, CVS HEALTH CORPORATION, CVS
2019/01/22
BUY$1,001 - $15,000
Filing Date: 2019/02/06
PM
| MORGAN STANLEY, PHILIP MORRIS INTERNATIONAL INC, PM
2019/01/22
BUY$1,001 - $15,000
Filing Date: 2019/02/06
SLB
| MORGAN STANLEY, SCHLUMBERGER N.V., SLB
2019/01/22
BUY$1,001 - $15,000
Filing Date: 2019/02/06
PFE
| Self, PFIZER, INC., PFE
2019/01/10
SELL$1,001 - $15,000
Filing Date: 2019/02/06
PFE
| MORGAN STANLEY, PFIZER, INC., PFE
2019/01/10
SELL$1,001 - $15,000
Filing Date: 2019/02/06
PNC
| MORGAN STANLEY, PNC FINANCIAL SERVICES GROUP, INC., PNC
2019/01/08
BUY$1,001 - $15,000
Filing Date: 2019/02/06
PNC
| Self, PNC FINANCIAL SERVICES GROUP, INC., PNC
2019/01/08
BUY$1,001 - $15,000
Filing Date: 2019/02/06
AAPL
| Self, APPLE INC., AAPL
2018/12/31
BUY$15,001 - $50,000
Filing Date: 2019/01/11
AAPL
| MORGAN STANLEY, APPLE INC., AAPL
2018/12/31
BUY$15,001 - $50,000
Filing Date: 2019/01/11
CVS
| Self, CVS HEALTH CORPORATION, CVS
2018/12/19
SELL$1,001 - $15,000
Filing Date: 2019/01/11
CVS
| MORGAN STANLEY, CVS HEALTH CORPORATION, CVS
2018/12/19
SELL$1,001 - $15,000
Filing Date: 2019/01/11
PM
| MORGAN STANLEY, PHILIP MORRIS INTERNATIONAL INC, PM
2018/12/19
SELL$1,001 - $15,000
Filing Date: 2019/01/11
CVS
| Self, CVS HEALTH CORPORATION, CVS
2018/11/29
EXCHANGE$1,001 - $15,000
Filing Date: 2018/12/05
CVS
| MORGAN STANLEY , CVS HEALTH CORPORATION, CVS
2018/11/29
EXCHANGE$1,001 - $15,000
Filing Date: 2018/12/05
PX
| Self, PRAXAIR, INC., PX
2018/10/31
EXCHANGE$1,001 - $15,000
Filing Date: 2018/11/08
PX
| MORGAN STANLEY , PRAXAIR, INC., PX
2018/10/31
EXCHANGE$1,001 - $15,000
Filing Date: 2018/11/08
AAPL
| MORGAN STANLEY, APPLE INC., AAPL
2018/09/11
SELL$1,001 - $15,000
Filing Date: 2018/10/12
AAPL
| Self, APPLE INC., AAPL
2018/09/11
SELL$1,001 - $15,000
Filing Date: 2018/10/12
PM
| , PHILIP MORRIS INTERNATIONAL INC, PM
2018/04/09
BUY$1,001 - $15,000
Filing Date: 2018/05/04
PM
| Self, PHILIP MORRIS INTERNATIONAL INC, PM
2018/04/09
BUY$1,001 - $15,000
Filing Date: 2018/05/04
ABBV
| Self, ABBVIE INC., ABBV
2018/04/06
SELL$1,001 - $15,000
Filing Date: 2018/05/04
ABBV
| , ABBVIE INC., ABBV
2018/04/06
SELL$1,001 - $15,000
Filing Date: 2018/05/04
BDX
| Self, BECTON, DICKINSON AND COMPANY, BDX
2017/01/20
BUY$1,001 - $15,000
Filing Date: 2017/01/25
BDX
| MORGAN STANLEY, BECTON, DICKINSON AND COMPANY, BDX
2017/01/20
BUY$1,001 - $15,000
Filing Date: 2017/01/25
MAR
| SCHWAB , MARRIOTT INTERNATIONAL CLASS A, MAR
2016/09/26
EXCHANGE$1,001 - $15,000
Filing Date: 2016/10/10
MAR
| Self, MARRIOTT INTERNATIONAL CLASS A, MAR
2016/09/26
EXCHANGE$1,001 - $15,000
Filing Date: 2016/10/10
SLB
| MORGAN STANLEY, SCHLUMBERGER N.V., SLB
2016/04/20
BUY$1,001 - $15,000
Filing Date: 2016/04/25
SLB
| Self, SCHLUMBERGER N.V., SLB
2016/04/20
BUY$1,001 - $15,000
Filing Date: 2016/04/25
BMY
| SCHWAB INH IRA, BRISTOLMYERS SQUIBB COMPANY, BMY
2016/01/12
SELL$1,001 - $15,000
Filing Date: 2016/01/15
BMY
| Self, BRISTOLMYERS SQUIBB COMPANY, BMY
2016/01/12
SELL$1,001 - $15,000
Filing Date: 2016/01/15
CVS
| INHERITED IRA, CVS HEALTH CORPORATION, CVS
2015/10/26
SELL$1,001 - $15,000
Filing Date: 2015/10/29
CVS
| Self, CVS HEALTH CORPORATION, CVS
2015/10/26
SELL$1,001 - $15,000
Filing Date: 2015/10/29
ABT
| Self, ABBOTT LABORATORIES, ABT
2015/09/23
SELL$1,001 - $15,000
Filing Date: 2015/09/28
ABT
| MORGAN STANLEY, ABBOTT LABORATORIES, ABT
2015/09/23
SELL$1,001 - $15,000
Filing Date: 2015/09/28
OIH
| Self, MARKET VECTORS OIL SERVICES ETF, OIH
2015/09/23
BUY$1,001 - $15,000
Filing Date: 2015/09/28
OIH
| MORGAN STANLEY, MARKET VECTORS OIL SERVICES ETF, OIH
2015/09/23
BUY$1,001 - $15,000
Filing Date: 2015/09/28
AAPL
| MORGAN STANLEY, APPLE INC., AAPL
2015/09/15
BUY$1,001 - $15,000
Filing Date: 2015/09/18
ABBV
| Self, ABBVIE INC., ABBV
2015/09/15
BUY$1,001 - $15,000
Filing Date: 2015/09/18
ABBV
| MORGAN STANLEY, ABBVIE INC., ABBV
2015/09/15
BUY$1,001 - $15,000
Filing Date: 2015/09/18
ACE
| MORGAN STANLEY, ACE LIMITED, ACE
2015/09/15
BUY$1,001 - $15,000
Filing Date: 2015/09/18
ACN
| MORGAN STANLEY, ACCENTURE PLC. CLASS A ORDINARY SHARES, ACN
2015/09/15
BUY$1,001 - $15,000
Filing Date: 2015/09/18
BMY
| MORGAN STANLEY, BRISTOLMYERS SQUIBB COMPANY, BMY
2015/09/15
BUY$1,001 - $15,000
Filing Date: 2015/09/18
CL
| MORGAN STANLEY, COLGATEPALMOLIVE COMPANY, CL
2015/09/15
BUY$1,001 - $15,000
Filing Date: 2015/09/18
CVS
| MORGAN STANLEY, CVS HEALTH CORPORATION, CVS
2015/09/15
BUY$1,001 - $15,000
Filing Date: 2015/09/18
CVX
| MORGAN STANLEY, CHEVRON CORPORATION, CVX
2015/09/15
BUY$1,001 - $15,000
Filing Date: 2015/09/18
DFS
| MORGAN STANLEY, DISCOVER FINANCIAL SERVICES, DFS
2015/09/15
BUY$1,001 - $15,000
Filing Date: 2015/09/18
FIS
| MORGAN STANLEY, FIDELITY NATIONAL INFORMATION SERVICES, INC., FIS
2015/09/15
BUY$1,001 - $15,000
Filing Date: 2015/09/18
GM
| MORGAN STANLEY, GENERAL MOTORS COMPANY, GM
2015/09/15
BUY$1,001 - $15,000
Filing Date: 2015/09/18
HON
| MORGAN STANLEY, HONEYWELL INTERNATIONAL INC., HON
2015/09/15
BUY$1,001 - $15,000
Filing Date: 2015/09/18
JNJ
| MORGAN STANLEY, JOHNSON & JOHNSON, JNJ
2015/09/15
BUY$1,001 - $15,000
Filing Date: 2015/09/18
JPM
| , JP MORGAN CHASE & CO., JPM
2015/09/15
BUY$1,001 - $15,000
Filing Date: 2015/09/18
KMI
| MORGAN STANLEY, KINDER MORGAN, INC., KMI
2015/09/15
BUY$1,001 - $15,000
Filing Date: 2015/09/18
LOW
| MORGAN STANLEY, LOWE'S COMPANIES, INC., LOW
2015/09/15
BUY$1,001 - $15,000
Filing Date: 2015/09/18
M
| MORGAN STANLEY, MACY'S INC, M
2015/09/15
BUY$1,001 - $15,000
Filing Date: 2015/09/18
MDT
| MORGAN STANLEY, MEDTRONIC PLC. ORDINARY SHARES, MDT
2015/09/15
BUY$1,001 - $15,000
Filing Date: 2015/09/18
MMC
| MORGAN STANLEY, MARSH & MCLENNAN COMPANIES, INC., MMC
2015/09/15
BUY$1,001 - $15,000
Filing Date: 2015/09/18
MSFT
| MORGAN STANLEY, MICROSOFT CORPORATION, MSFT
2015/09/15
BUY$1,001 - $15,000
Filing Date: 2015/09/18
NEE
| MORGAN STANLEY, NEXTERA ENERGY, INC., NEE
2015/09/15
BUY$1,001 - $15,000
Filing Date: 2015/09/18
NLSN
| MORGAN STANLEY, NIELSEN N.V. ORDINARY SHARES, NLSN
2015/09/15
BUY$1,001 - $15,000
Filing Date: 2015/09/18
NVO
| MORGAN STANLEY, NOVO NORDISK A/S, NVO
2015/09/15
BUY$1,001 - $15,000
Filing Date: 2015/09/18
PEP
| MORGAN STANLEY, PEPSICO, INC., PEP
2015/09/15
BUY$1,001 - $15,000
Filing Date: 2015/09/18
PFE
| MORGAN STANLEY, PFIZER, INC., PFE
2015/09/15
BUY$1,001 - $15,000
Filing Date: 2015/09/18
PSX
| MORGAN STANLEY, PHILLIPS 66, PSX
2015/09/15
BUY$1,001 - $15,000
Filing Date: 2015/09/18
T
| MORGAN STANLEY, AT&T INC., T
2015/09/15
BUY$1,001 - $15,000
Filing Date: 2015/09/18
UNH
| MORGAN STANLEY, UNITEDHEALTH GROUP INCORPORATED, UNH
2015/09/15
BUY$1,001 - $15,000
Filing Date: 2015/09/18
UNP
| MORGAN STANLEY, UNION PACIFIC CORPORATION, UNP
2015/09/15
BUY$1,001 - $15,000
Filing Date: 2015/09/18
VFC
| MORGAN STANLEY, V.F. CORPORATION, VFC
2015/09/15
BUY$1,001 - $15,000
Filing Date: 2015/09/18
WEC
| MORGAN STANLEY, WEC ENERGY GROUP, INC., WEC
2015/09/15
BUY$1,001 - $15,000
Filing Date: 2015/09/18
WFC
| MORGAN STANLEY, WELLS FARGO & COMPANY, WFC
2015/09/15
BUY$1,001 - $15,000
Filing Date: 2015/09/18
WHR
| MORGAN STANLEY, WHIRLPOOL CORPORATION, WHR
2015/09/15
BUY$1,001 - $15,000
Filing Date: 2015/09/18
CLX
| , CLOROX COMPANY, CLX
2015/01/15
SELL$1,001 - $15,000
Filing Date: 2015/01/30
CLX
| Self, CLOROX COMPANY, CLX
2015/01/15
SELL$1,001 - $15,000
Filing Date: 2015/01/30
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