PETE SESSIONS

pete sessions

House / Republican / Texas
"Pete Sessions is a U.S. Representative from Texas, known for his work on tax reform, healthcare, and regulatory policy. Sessions previously chaired the House Rules Committee and has been a key advocate for conservative fiscal policies."

Net Worth Est.

$9.24 M

Trade volume

$8.42 M

Total trades

395

Last Traded

Aug. 25, 2025
  • Trades
  • Current Portfolio
  • Networth

Trade volume

Top Traded Sectors

  • Retail trade

    56

  • Finance

    51

  • Electronic technology

    50

  • Technology services

    47

  • Health technology

    32

  • Consumer services

    24

  • Consumer non-durables

    19

  • Communications

    16

  • Energy minerals

    13

  • Producer manufacturing

    10

Trade Volume$8.42 M
Total Trades$395
Ticker
Transaction
Transaction on
Description
Change Since Trade
Copy Trade
-

Tomball Tx 889858Ae6 [Cs]

Purchase

$100,001 - $250,000

Aug 25, 2025

Reported on

Sep 15, 2025
Bond
----
DHR
DHR

Danaher

Sale

$50,001 - $100,000

Jun 12, 2025

Reported on

Jun 21, 2025
---
JNJ
JNJ

Johnson & Johnson

Sale

$15,001 - $50,000

Jun 12, 2025

Reported on

Jun 21, 2025
---
MSFT
MSFT

Microsoft

Purchase

$1,001 - $15,000

Dec 18, 2024

Reported on

Dec 19, 2024
---
NVDA
NVDA

NVIDIA

Purchase

$1,001 - $15,000

Sep 16, 2024

Reported on

Sep 16, 2024
---
MO
MO

Altria Group

Sale

$1,001 - $15,000

Sep 10, 2024

Reported on

Sep 12, 2024
---
NVDA
NVDA

NVIDIA

Purchase

$1,001 - $15,000

Sep 10, 2024

Reported on

Sep 12, 2024
---
MSFT
MSFT

Microsoft

Purchase

$1,001 - $15,000

Sep 09, 2024

Reported on

Sep 12, 2024
---
NVST
NVST

Envista Holdings

Sale

$1,001 - $15,000

Jun 06, 2024

Reported on

Jun 06, 2024
---
NVDA
NVDA

NVIDIA

Sale

$50,001 - $100,000

May 21, 2024

Reported on

May 22, 2024
---
GIS
GIS

General Mills

Sale

$1,001 - $15,000

Mar 20, 2024

Reported on

Mar 07, 2024
---
AAPL
AAPL

Apple

Purchase

$360.0

Feb 29, 2024

Reported on

Feb 29, 2024
---
V
V

Visa

Purchase

$1,001 - $15,000

Feb 29, 2024

Reported on

Mar 07, 2024
---
MSFT
MSFT

Microsoft

Purchase

$1,001 - $15,000

Feb 07, 2024

Reported on

Feb 29, 2024
10 Shares
COST
COST

Costco Wholesale

Purchase

$1,001 - $15,000

Jan 31, 2024

Reported on

Feb 29, 2024
---
AMT
AMT

American Tower

Sale

$1,001 - $15,000

Dec 28, 2023

Reported on

Jan 24, 2024
Sold Loss 21.1125 Shares
CCI
CCI

Crown Castle

Sale

$1,001 - $15,000

Dec 28, 2023

Reported on

Jan 24, 2024
Sale Loss 45.9831 Shares
BABA
BABA

Alibaba Gr Holding

Sale

$1,001 - $15,000

Dec 28, 2023

Reported on

Jan 24, 2024
45 Shares Loss ~$5500
CCI
CCI

Crown Castle

Sale

$1,001 - $15,000

Dec 28, 2023

Reported on

Dec 28, 2023
Sale Loss
REINVESTED
REINVESTED

Us Treasury Bill23U T Bill

Sale

$50,001 - $100,000

Dec 21, 2023

Reported on

Dec 28, 2023
Bond Redemption (Reinvested) 87K From $84.777.11
----
BUI
BUI

BlackRock Utility Infr

Sale

$1,001 - $15,000

Dec 15, 2023

Reported on

Dec 26, 2023
230 Shares Sold Loss
NVDA
NVDA

NVIDIA

Purchase

$456.0

Dec 06, 2023

Reported on

Dec 26, 2023
1 Share
T
T

AT&T

Sale

$1,001 - $15,000

Nov 29, 2023

Reported on

Dec 26, 2023
150 Sold Loss
MPW
MPW

Medical Properties Trust

Sale

$257.4

Nov 03, 2023

Reported on

Nov 07, 2023
Sold 50 Loss
LOW
LOW

Lowe's Companies

Sale

$1,001 - $15,000

Nov 02, 2023

Reported on

Nov 07, 2023
Sold 30
BNS
BNS

Bank of Nova Scotia

Sale

$1,001 - $15,000

Nov 02, 2023

Reported on

Nov 07, 2023
Sold Loss 100
ARCC
ARCC

Ares Capital

Sale

$1,001 - $15,000

Nov 01, 2023

Reported on

Nov 07, 2023
Sold 250
MSFT
MSFT

Microsoft

Sale

$15,001 - $50,000

Nov 01, 2023

Reported on

Nov 07, 2023
Sold 132.5121 Shares
WBD
WBD

Warner Bros. Discovery

Sale

$476.6

Nov 01, 2023

Reported on

Nov 07, 2023
Sold 48 Loss
AAPL
AAPL

Apple

Sale

$1,001 - $15,000

Nov 01, 2023

Reported on

Nov 07, 2023
Sold 25.0346
CCI
CCI

Crown Castle

Sale

$1,001 - $15,000

Oct 31, 2023

Reported on

Nov 07, 2023
Sold Loss 50 Shares
CMG
CMG

Chipotle Mexican Grill

Sale

$1,001 - $15,000

Oct 31, 2023

Reported on

Nov 07, 2023
200 Shares Loss
ET
ET

Energy Transfer

Sale

$15,001 - $50,000

Oct 31, 2023

Reported on

Nov 07, 2023
Sold 2682 Loss
BP
BP

BP

Sale

$15,001 - $50,000

Oct 31, 2023

Reported on

Nov 07, 2023
Sold 436.637 Loss
MCD
MCD

McDonald's

Sale

$100,001 - $250,000

Oct 31, 2023

Reported on

Nov 07, 2023
Sold 476 Gain
PG
PG

Procter & Gamble

Sale

$100,001 - $250,000

Oct 31, 2023

Reported on

Nov 07, 2023
Sold 740 Gain
CMG
CMG

Chipotle Mexican Grill

Sale

$15,001 - $50,000

Oct 31, 2023

Reported on

Nov 07, 2023
10 Shares Since 2015
SNOW
SNOW

Snowflake

Sale

$15,001 - $50,000

Oct 31, 2023

Reported on

Nov 07, 2023
Sold 289 Loss
VZ
VZ

Verizon Communications

Sale

$1,001 - $15,000

Oct 31, 2023

Reported on

Nov 07, 2023
Sold 163 Loss
T
T

AT&T

Sale

$15,001 - $50,000

Oct 31, 2023

Reported on

Nov 07, 2023
Sold 1321 Loss
BUI
BUI

BlackRock Utility Infr

Sale

$250,001 - $500,000

Oct 31, 2023

Reported on

Nov 07, 2023
Sold 17,494.659 Loss
WBD
WBD

Warner Bros. Discovery

Sale

$1,001 - $15,000

Oct 31, 2023

Reported on

Nov 07, 2023
Sold 319 Loss
LMT
LMT

Lockheed Martin

Sale

$100,001 - $250,000

Oct 31, 2023

Reported on

Nov 07, 2023
Sold 233 Gain
ARCC
ARCC

Ares Capital

Purchase

$569.2

Oct 06, 2023

Reported on

Oct 13, 2023
30 Shares
WBD
WBD

Warner Bros. Discovery

Sale

$493.9

Oct 06, 2023

Reported on

Oct 13, 2023
48 Shares Loss
MSFT
MSFT

Microsoft

Purchase

$1,001 - $15,000

Sep 20, 2023

Reported on

Sep 23, 2023
20 Shares Schwab + 20 More Schwab
NVDA
NVDA

NVIDIA

Purchase

$1,001 - $15,000

Sep 12, 2023

Reported on

Sep 23, 2023
3 Shares $1344
AI
AI

C3.ai

Sale

$314.3

Sep 05, 2023

Reported on

Sep 05, 2023
10 Shares/Loss
AMLP
AMLP

Alerian MLP ETF

Sale

$1,001 - $15,000

Sep 01, 2023

Reported on

Sep 23, 2023
Sold Loss
AGAE
AGAE

Allied Gaming

Sale

$1,000.0

Aug 29, 2023

Reported on

Sep 05, 2023
1000 Shares/Loss
MA
MA

Mastercard

Sale

$1,001 - $15,000

Aug 21, 2023

Reported on

Sep 05, 2023
10.8288 Shares Sold
DBRG
DBRG

DigitalBridge Gr

Sale

$189.4

Aug 18, 2023

Reported on

Sep 05, 2023
12 Shares /Loss
IBM
IBM

IBM

Sale

$1,001 - $15,000

Aug 18, 2023

Reported on

Sep 05, 2023
35 Shares / Sold
WBD
WBD

Warner Bros. Discovery

Sale

$469.2

Aug 18, 2023

Reported on

Sep 05, 2023
35 Shares Loss 55%
KO
KO

Coca-Cola

Sale

$1,001 - $15,000

Aug 18, 2023

Reported on

Sep 05, 2023
60.8 Shares
ARCC
ARCC

Ares Capital

Purchase

$155.9

Aug 15, 2023

Reported on

Aug 17, 2023
8 Shares
KD
KD

Kyndryl Hldgs

Sale

$163.2

Jul 28, 2023

Reported on

Aug 17, 2023
7 Shares
BUI
BUI

BlackRock Utility Infr

Sale

$15,001 - $50,000

Jul 24, 2023

Reported on

Jul 27, 2023
---
CRM
CRM

Salesforce

Sale

$1,001 - $15,000

Jul 21, 2023

Reported on

Jul 27, 2023
5 Shares
ARCC
ARCC

Ares Capital

Purchase

$240.8

Jul 14, 2023

Reported on

Jul 15, 2023
14 Shares $240
-

Jpmorgan Chase & Co. Oh 5.55% Cd

Purchase

$50,001 - $100,000

Jun 23, 2023

Reported on

Jun 23, 2023
---
----
-

Us Treasury Bill @

Purchase

$50,001 - $100,000

Jun 23, 2023

Reported on

Jun 23, 2023
Us Treasury Bill 12/21/2023 @ 97.445
----
NVDA
NVDA

NVIDIA

Purchase

$424.5

Jun 23, 2023

Reported on

Jun 26, 2023
Cs Roth 1 Share
LULU
LULU

Lululemon Athletica

Sale

$15,001 - $50,000

Jun 15, 2023

Reported on

Jun 26, 2023
Ubs Trust 50
DFS
DFS

Discover Finl

Sale

$15,001 - $50,000

Jun 15, 2023

Reported on

Jun 26, 2023
Ubs Trust 350
AMT
AMT

American Tower

Sale

$1,001 - $15,000

Jun 15, 2023

Reported on

Jun 26, 2023
Ubs Trust 50
MDT
MDT

Medtronic

Sale

$15,001 - $50,000

Jun 15, 2023

Reported on

Jun 26, 2023
Ubs Trust 300
-

Tobacco Settlement Fing

Sale

$1,001 - $15,000

May 19, 2023

Reported on

Jun 06, 2023
Tobacco Settlement 6.706% Bond Called Tobacco Settlement Fing Corp Va Ser A1 Taxable
----
-

Us Treasury [Gs]

Sale

$15,001 - $50,000

May 15, 2023

Reported on

Jun 06, 2023
Us Treasu Nt 0.125%10/23Ust Note Due 10/15/23
----
-

Us Treasury [Gs]

Sale

$50,001 - $100,000

May 15, 2023

Reported on

Jun 06, 2023
Us Treasury Bill23U S T Bill Due 07/06/23
----
-

Us Treasury [Gs]

Sale

$15,001 - $50,000

May 15, 2023

Reported on

Jun 06, 2023
Us Treasury Bill23U S T Bill Due 04/27/23
----
-

Us Treasury [Gs]

Sale

$15,001 - $50,000

May 15, 2023

Reported on

Jun 06, 2023
Us Treasu Nt 0.875%01/24Ust Note Due 01/31/24
----
-

Us Treasury [Gs]

Sale

$15,001 - $50,000

May 15, 2023

Reported on

Jun 06, 2023
Us Treasury Bill23U S T Bill Due 07/20/23
----
-

Us Treasury [Gs]

Sale

$15,001 - $50,000

May 14, 2023

Reported on

Jun 06, 2023
Us Treasu Nt 0.125%07/23Ust Note Due 07/31/23
----
-

Us Treasury [Gs]

Purchase

$1,001 - $15,000

Jan 17, 2023

Reported on

Jan 17, 2023
Us Treasury Bill 07/20/2023 @ 97.640
----
-

Us Treasury [Gs]

Purchase

$15,001 - $50,000

Jan 17, 2023

Reported on

Jan 17, 2023
Us Treasury Bill 07/20/2023 @ 97.640
----
-

Us Treasury Bill 6/22/23 [Gs]

Purchase

$100,001 - $250,000

Dec 22, 2022

Reported on

Jan 02, 2023
Us Treasury Bill 6/22/23
----
-

Us Treasury [Cs]

Purchase

$50,001 - $100,000

Dec 09, 2022

Reported on

Dec 09, 2022
Us Treasury 912796Zd4 11/30/23
----
-

Us Treasury [Gs]

Purchase

$15,001 - $50,000

Nov 09, 2022

Reported on

Nov 10, 2022
Us Treasury 2.75% 2/15/24
----
-

Us Treasury [Gs]

Purchase

$50,001 - $100,000

Nov 07, 2022

Reported on

Nov 10, 2022
Us Treasury 10/15/2023 0.125%
----
-

Us Treasury [Gs]

Purchase

$1,001 - $15,000

Nov 07, 2022

Reported on

Nov 10, 2022
Us Treasury 1/3/2023 0%
----
VZ
VZ

Verizon Communications

Purchase

$1,001 - $15,000

Sep 27, 2022

Reported on

Oct 10, 2022
9 Shares
MCD
MCD

McDonald's

Purchase

$1,001 - $15,000

Sep 21, 2022

Reported on

Oct 10, 2022
15 Shares
DBRG
DBRG

DigitalBridge Group

Purchase

$1,001 - $15,000

Jul 08, 2022

Reported on

Jul 09, 2022
50 Shares
NVDA
NVDA

NVIDIA

Purchase

$1,001 - $15,000

Jul 08, 2022

Reported on

Jul 09, 2022
15 Shares
MSFT
MSFT

Microsoft

Purchase

$1,001 - $15,000

Apr 15, 2022

Reported on

Apr 17, 2022
20 Shares Cs
----
BUI
BUI

BlackRock Utility Infr

Sale

$1,001 - $15,000

Apr 04, 2022

Reported on

Apr 14, 2022
.463 Shares $11.94
NVDA
NVDA

NVIDIA

Purchase

$1,001 - $15,000

Mar 22, 2022

Reported on

Apr 14, 2022
2 Nvda Shares
AAPL
AAPL

Apple

Purchase

$1,001 - $15,000

Feb 23, 2022

Reported on

Feb 18, 2022
25 Shares
MSFT
MSFT

Microsoft

Purchase

$1,001 - $15,000

Feb 23, 2022

Reported on

Feb 18, 2022
25 Shares
MPW
MPW

Medical Properties Trust

Purchase

$1,001 - $15,000

Feb 22, 2022

Reported on

Mar 13, 2022
50 Shares
QQQ
QQQ

Invesco QQQ Trust, Series 1

Purchase

$1,001 - $15,000

Feb 09, 2022

Reported on

Feb 11, 2022
20 Shares
BNS
BNS

Bank of Nova Scotia

Purchase

$1,001 - $15,000

Feb 04, 2022

Reported on

Feb 11, 2022
100 Shares
D
D

Dominion Energy

Sale

$1,001 - $15,000

Jan 31, 2022

Reported on

Feb 11, 2022
175 Shares
DTE
DTE

DTE Energy

Sale

$1,001 - $15,000

Jan 19, 2022

Reported on

Feb 11, 2022
64 Shares
CARR
CARR

Carrier Global

Sale

$1,001 - $15,000

Jan 19, 2022

Reported on

Feb 11, 2022
125 Shares
NEE
NEE

NextEra Energy

Sale

$15,001 - $50,000

Jan 19, 2022

Reported on

Feb 11, 2022
300 Shares
PG
PG

Procter & Gamble

Sale

$15,001 - $50,000

Jan 19, 2022

Reported on

Feb 11, 2022
100 Shares
DTM
DTM

DT Midstream

Sale

$1,001 - $15,000

Jan 18, 2022

Reported on

Feb 11, 2022
32 Shares
ET
ET

Energy Transfer

Sale

$1,001 - $15,000

Jan 18, 2022

Reported on

Feb 11, 2022
800 Shares
OTIS
OTIS

Otis Worldwide

Sale

$1,001 - $15,000

Jan 18, 2022

Reported on

Feb 11, 2022
61 Shares
JNJ
JNJ

Johnson & Johnson

Sale

$15,001 - $50,000

Jan 18, 2022

Reported on

Feb 11, 2022
125 Shares
AEE
AEE

Ameren

Sale

$1,001 - $15,000

Jan 18, 2022

Reported on

Feb 11, 2022
49 Shares
XLE
XLE

SPDR Select Sector Fund - Energy Select Sector

Sale

$15,001 - $50,000

Jan 18, 2022

Reported on

Feb 11, 2022
661 Shares
TDC
TDC

Teradata

Sale

$1,001 - $15,000

Jan 18, 2022

Reported on

Feb 11, 2022
27 Shares
KYN
KYN

Kayne Anderson Energy

Sale

$1,001 - $15,000

Jan 18, 2022

Reported on

Feb 11, 2022
250 Shares
MDLZ
MDLZ

Mondelez International

Sale

$1,001 - $15,000

Jan 18, 2022

Reported on

Feb 11, 2022
68 Shares
EIX
EIX

Edison

Sale

$1,001 - $15,000

Jan 18, 2022

Reported on

Feb 11, 2022
212 Shares
BNS
BNS

Bank of Nova Scotia

Sale

$1,001 - $15,000

Jan 18, 2022

Reported on

Feb 11, 2022
125 Shares
EPD
EPD

Enterprise Prods Partners

Sale

$1,001 - $15,000

Jan 18, 2022

Reported on

Feb 11, 2022
300 Shares
WES
WES

Western Midstream

Sale

$1,001 - $15,000

Jan 18, 2022

Reported on

Feb 11, 2022
494 Shares
CMCSA
CMCSA

Comcast

Sale

$1,001 - $15,000

Jan 18, 2022

Reported on

Feb 11, 2022
149 Shares
-

Tobacco Settlement Fing

Sale (Partial)

$100,001 - $250,000

Dec 01, 2021

Reported on

Feb 22, 2022
Tobacco Settlement Fing Corp Va Ser A1 Taxable Senior B/E Cpn 6.706% Due 06/01/46 Dtd
----
-

Us Steel Corp Bonds Cpn

Sale

$1,001 - $15,000

Dec 01, 2021

Reported on

Feb 22, 2022
-2,000 Us Steel Corp Bonds Cpn 6.650% Due 06/01/37 Dtd 05/21/07 Fc 12/01/07, Cusip-
----
COST
COST

Costco Wholesale

Sale (Partial)

$1,001 - $15,000

Nov 16, 2021

Reported on

Feb 11, 2022
25 Shares
TSM
TSM

Taiwan Semiconductor

Sale

$1,001 - $15,000

Nov 16, 2021

Reported on

Feb 11, 2022
30 Shares
BUI
BUI

BlackRock Utility Infr

Purchase

$1,001 - $15,000

Nov 08, 2021

Reported on

Feb 11, 2022
200 Shares
KR
KR

Kroger

Sale

$1,001 - $15,000

Nov 08, 2021

Reported on

Feb 11, 2022
200 Shares
BUI
BUI

BlackRock Utility Infr

Purchase

$1,001 - $15,000

Nov 04, 2021

Reported on

Feb 11, 2022
500 Shares
AAPL
AAPL

Apple

Sale

$100,001 - $250,000

Sep 10, 2021

Reported on

Oct 17, 2021
Aapl 1252 Shares
JPM
JPM

JPMorgan Chase

Sale

$100,001 - $250,000

Sep 10, 2021

Reported on

Oct 17, 2021
Jpm 650 Shares
MSFT
MSFT

Microsoft

Purchase

$1,001 - $15,000

Sep 08, 2021

Reported on

Feb 11, 2022
30 Shares
MSFT
MSFT

Microsoft

Purchase

$1,001 - $15,000

Aug 19, 2021

Reported on

Feb 11, 2022
25 Shares
AMZN
AMZN

Amazon.com

Purchase

$1,001 - $15,000

Aug 18, 2021

Reported on

Oct 17, 2021
---
QQQ
QQQ

Invesco QQQ Trust, Series 1

Purchase

$1,001 - $15,000

Aug 16, 2021

Reported on

Feb 11, 2022
15 Shares
QQQ
QQQ

Invesco QQQ Trust, Series 1

Purchase

$1,001 - $15,000

Aug 16, 2021

Reported on

Oct 17, 2021
---
NVDA
NVDA

NVIDIA

Purchase

$1,001 - $15,000

Aug 02, 2021

Reported on

Aug 15, 2021
---
KR
KR

Kroger

Purchase

$1,001 - $15,000

Jul 13, 2021

Reported on

Aug 15, 2021
---
AESE
AESE

Allied Esports Enter

Purchase

$1,001 - $15,000

Jul 07, 2021

Reported on

Jul 09, 2021
Aese 1000 Shares
----
HNDL
HNDL

Strategy Shares Nasdaq 7HANDL Index ETF

Purchase

$1,001 - $15,000

Jul 01, 2021

Reported on

Jul 09, 2021
Hndl 300 Shares
HNDL
HNDL

Strategy Shares Nasdaq 7HANDL Index ETF

Purchase

$1,001 - $15,000

Jul 01, 2021

Reported on

Jul 09, 2021
Hndl 250 Shares
HNDL
HNDL

Strategy Shares Nasdaq 7HANDL Index ETF

Purchase

$15,001 - $50,000

Jun 30, 2021

Reported on

Jul 09, 2021
Hndl 700 Shares
BNS
BNS

Bank of Nova Scotia

Purchase

$1,001 - $15,000

Jun 30, 2021

Reported on

Jul 09, 2021
Bns 125 Shares
BABA
BABA

Alibaba Group Holding

Purchase

$1,001 - $15,000

May 24, 2021

Reported on

Jul 09, 2021
Baba 25 Shares
MO
MO

Altria Group

Purchase

$1,001 - $15,000

May 19, 2021

Reported on

Jul 09, 2021
Mo 120 Shares
T
T

AT&T

Purchase

$1,001 - $15,000

May 19, 2021

Reported on

Jul 09, 2021
At&T 150 Shares
CCI
CCI

Crown Castle

Purchase

$1,001 - $15,000

May 05, 2021

Reported on

Jul 09, 2021
Crown Castle 20 Shares
AMZN
AMZN

Amazon.com

Purchase

$15,001 - $50,000

May 05, 2021

Reported on

Jul 09, 2021
Amazon 5 Shares
CCI
CCI

Crown Castle

Purchase

$1,001 - $15,000

May 04, 2021

Reported on

Jul 09, 2021
Crown Castle 25 Shares
AMZN
AMZN

Amazon.com

Purchase

$15,001 - $50,000

May 04, 2021

Reported on

May 05, 2021
5 Shares
NVDA
NVDA

NVIDIA

Purchase

$1,001 - $15,000

May 04, 2021

Reported on

May 05, 2021
10 Shares
NVDA
NVDA

NVIDIA

Purchase

$1,001 - $15,000

May 04, 2021

Reported on

Jul 09, 2021
Nvidia 10 Shares
CCI
CCI

Crown Castle

Purchase

$1,001 - $15,000

May 04, 2021

Reported on

May 05, 2021
25 Shares
CCI
CCI

Crown Castle

Purchase

$1,001 - $15,000

May 04, 2021

Reported on

Jul 09, 2021
Crown Castle 50 Shares
MSFT
MSFT

Microsoft

Purchase

$1,001 - $15,000

May 03, 2021

Reported on

May 03, 2021
50 Shares
CCI
CCI

Crown Castle

Purchase

$1,001 - $15,000

May 03, 2021

Reported on

May 03, 2021
50 Shares
IBM
IBM

IBM

Purchase

$1,001 - $15,000

Apr 30, 2021

Reported on

May 03, 2021
35 Shares
LOW
LOW

Lowe's Companies

Purchase

$1,001 - $15,000

Apr 26, 2021

Reported on

May 03, 2021
50 Shares
T
T

AT&T

Purchase

$1,001 - $15,000

Apr 20, 2021

Reported on

May 03, 2021
200 Shares
ARCC
ARCC

Ares Capital

Purchase

$1,001 - $15,000

Apr 20, 2021

Reported on

May 03, 2021
250 Shares
CRM
CRM

Salesforce

Purchase

$1,001 - $15,000

Apr 19, 2021

Reported on

May 03, 2021
5 Shares
AI
AI

C3.ai

Purchase

$1,001 - $15,000

Apr 19, 2021

Reported on

May 03, 2021
5 Shares
KO
KO

Coca-Cola

Purchase

$1,001 - $15,000

Apr 19, 2021

Reported on

May 03, 2021
75 Shares
LOW
LOW

Lowe's Companies

Purchase

$1,001 - $15,000

Apr 14, 2021

Reported on

May 03, 2021
25 Shares
AMT
AMT

American Tower

Purchase

$1,001 - $15,000

Apr 12, 2021

Reported on

May 03, 2021
20 Shares
TSM
TSM

Taiwan Semiconductor

Purchase

$1,001 - $15,000

Mar 10, 2021

Reported on

May 03, 2021
30 Shares
LOW
LOW

Lowe's Companies

Purchase

$1,001 - $15,000

Feb 09, 2021

Reported on

May 03, 2021
30 Shares
NIO
NIO

NIO

Purchase

$1,001 - $15,000

Jan 20, 2021

Reported on

May 03, 2021
10 Shares
AMZN
AMZN

Amazon.com

Purchase

$1,001 - $15,000

Dec 20, 2018

Reported on

Dec 21, 2018
Purchased 1 Share For $1,440
AMZN
AMZN

Amazon.com

Purchase

$1,001 - $15,000

Dec 20, 2018

Reported on

Dec 21, 2018
Purchased 4 Shares For $1,440
QCOM
QCOM

Qualcomm

Sale (Partial)

$15,001 - $50,000

Dec 11, 2018

Reported on

Dec 21, 2018
Sold 350 Shares For $57.567. Total Amount $20,143.24
GTX
GTX

Garrett Motion

Sale

$288.2

Oct 31, 2018

Reported on

Dec 21, 2018
---
REZI
REZI

Resideo Technologies

Sale

$639.6

Oct 31, 2018

Reported on

Dec 21, 2018
---
ARKK
ARKK

ARK Innovation ETF

Purchase

$1,001 - $15,000

Oct 24, 2018

Reported on

Dec 21, 2018
Purchased 100 Shares For $41.89 Per Unit. Total Amount $4,193.95.
AMZN
AMZN

Amazon.com

Purchase

$1,001 - $15,000

Oct 24, 2018

Reported on

Dec 21, 2018
Purchased 6 Shares For $1,663.1775 Per Units. Total Amount $9,984.02.
MPC
MPC

Marathon Petroleum

Purchase

$15,001 - $50,000

Sep 28, 2018

Reported on

Dec 21, 2018
Purchased 275 Shares For $82.3873. Total Amount $22,661.46
OXY
OXY

Occidental Petroleum

Sale

$15,001 - $50,000

Sep 28, 2018

Reported on

Dec 21, 2018
Sold 250 Shares For $81.80 Per Unit. Total Amount $20,444.78
COST
COST

Costco Wholesale

Sale

$15,001 - $50,000

Sep 27, 2018

Reported on

Dec 21, 2018
Sold 85 Shares At $233.8202.
PEP
PEP

PepsiCo

Purchase

$1,001 - $15,000

Aug 08, 2018

Reported on

Dec 21, 2018
Purchased 75 Shares For $114.01 Per Unit
DLTR
DLTR

Dollar Tree

Purchase

$1,001 - $15,000

Aug 03, 2018

Reported on

Dec 21, 2018
Purchased 100 Shares At $90.1755
CME
CME

CME Group

Purchase

$15,001 - $50,000

Aug 02, 2018

Reported on

Dec 21, 2018
Bought 125 Shares For $160.0269
ACN
ACN

Accenture

Purchase

$1,001 - $15,000

Aug 01, 2018

Reported on

Dec 21, 2018
Bought 25 Shares For $159.302
STI
STI

Suntrust Banks, Inc.

Sale

$15,001 - $50,000

Aug 01, 2018

Reported on

Dec 21, 2018
Sold 275 Shares At $72.6557
----
TJX
TJX

TJX Companies

Sale

$1,001 - $15,000

Aug 01, 2018

Reported on

Dec 21, 2018
Sold 125 Shares For $97.4958
IWN
IWN

iShares Russell 2000 Value ETF

Sale

$1,001 - $15,000

Jul 31, 2018

Reported on

Dec 21, 2018
---
AMZN
AMZN

Amazon.com

Purchase

$15,001 - $50,000

Jul 27, 2018

Reported on

Dec 21, 2018
Purchased 15 Shares For $1,807.25
MDT
MDT

Medtronic

Purchase

$1,001 - $15,000

Jul 18, 2018

Reported on

Dec 21, 2018
Bought 50 Shares At $85.9799 Per Unit
MKC
MKC

McCormick & Co

Purchase

$1,001 - $15,000

Jul 05, 2018

Reported on

Dec 21, 2018
Bought 200 Shares At $117.33 Per Unit
NSRGY
NSRGY

Nestle

Sale

$15,001 - $50,000

Jun 29, 2018

Reported on

Dec 21, 2018
Sold 275 Shares At $77.375 Per Unit
PPL
PPL

PPL

Sale

$15,001 - $50,000

Jun 21, 2018

Reported on

Dec 21, 2018
Sold 550 Shares At $27.78 Per Unit
AMZN
AMZN

Amazon.com

Purchase

$1,001 - $15,000

Jun 07, 2018

Reported on

Dec 21, 2018
Bought 5 Shares For $1,685 Per Unit
GS
GS

Goldman Sachs Group

Purchase

$15,001 - $50,000

Jun 07, 2018

Reported on

Dec 21, 2018
Purchased 125 Shares At $234.2367 Per Unit
LLY
LLY

Eli Lilly

Sale

$1,001 - $15,000

Jun 01, 2018

Reported on

Dec 21, 2018
---
QCOM
QCOM

Qualcomm

Sale

$1,001 - $15,000

Jun 01, 2018

Reported on

Dec 21, 2018
---
MA
MA

Mastercard

Sale

$1,001 - $15,000

Jun 01, 2018

Reported on

Dec 21, 2018
---
HON
HON

Honeywell Intl

Purchase

$1,001 - $15,000

Jun 01, 2018

Reported on

Jun 04, 2018
---
ROP
ROP

Roper Technologies

Sale

$1,001 - $15,000

Jun 01, 2018

Reported on

Dec 21, 2018
---
PAYX
PAYX

Paychex

Sale

$15,001 - $50,000

May 31, 2018

Reported on

Jun 01, 2018
---
GOOG
GOOG

Alphabet

Purchase

$1,001 - $15,000

May 18, 2018

Reported on

May 19, 2018
---
ABT
ABT

Abbott Laboratories

Purchase

$1,001 - $15,000

May 02, 2018

Reported on

May 05, 2018
---
FITB
FITB

Fifth Third Bancorp

Sale

$15,001 - $50,000

Apr 25, 2018

Reported on

Apr 26, 2018
---
CVS
CVS

CVS Health

Sale

$1,001 - $15,000

Apr 03, 2018

Reported on

Apr 04, 2018
---
MDT
MDT

Medtronic

Purchase

$15,001 - $50,000

Mar 22, 2018

Reported on

Mar 23, 2018
---
DWDP
DWDP

Dowdupont Inc.

Purchase

$15,001 - $50,000

Mar 20, 2018

Reported on

Mar 21, 2018
---
----
MCD
MCD

McDonald's

Purchase

$1,001 - $15,000

Mar 03, 2018

Reported on

Mar 03, 2018
---
----
BAC
BAC

Bank of America

Purchase

$15,001 - $50,000

Feb 22, 2018

Reported on

Feb 23, 2018
---
GE
GE

General Electric

Sale

$1,001 - $15,000

Feb 12, 2018

Reported on

Feb 13, 2018
---
WYNN
WYNN

Wynn Resorts

Sale

$1,001 - $15,000

Feb 08, 2018

Reported on

Feb 26, 2018
---
BAC
BAC

Bank of America

Purchase

$15,001 - $50,000

Feb 08, 2018

Reported on

Feb 09, 2018
---
CF
CF

CF Industries Holdings

Sale

$15,001 - $50,000

Feb 05, 2018

Reported on

Feb 06, 2018
---
COL
COL

Rockwell Collins, Inc.

Purchase

$1,001 - $15,000

Feb 05, 2018

Reported on

Feb 06, 2018
---
----
HON
HON

Honeywell Intl

Purchase

$15,001 - $50,000

Jan 31, 2018

Reported on

Feb 06, 2018
---
WYNN
WYNN

Wynn Resorts

Purchase

$1,001 - $15,000

Jan 26, 2018

Reported on

Feb 26, 2018
---
WMT
WMT

Walmart

Purchase

$1,001 - $15,000

Jan 26, 2018

Reported on

Feb 26, 2018
---
QQQ
QQQ

Powershares QQQ Trust, Series

Purchase

$1,001 - $15,000

Jan 26, 2018

Reported on

Feb 26, 2018
---
TMUS
TMUS

T-Mobile US

Sale

$1,001 - $15,000

Jan 09, 2018

Reported on

Jan 09, 2018
---
DHR
DHR

Danaher

Purchase

$15,001 - $50,000

Jan 04, 2018

Reported on

Jan 05, 2018
---
NVDA
NVDA

NVIDIA

Purchase

$1,001 - $15,000

Dec 29, 2017

Reported on

Dec 30, 2017
---
CHKP
CHKP

Check Point Software

Sale

$15,001 - $50,000

Dec 07, 2017

Reported on

Dec 09, 2017
---
MSFT
MSFT

Microsoft

Purchase

$1,001 - $15,000

Dec 01, 2017

Reported on

Apr 26, 2018
---
MSFT
MSFT

Microsoft

Purchase

$1,001 - $15,000

Dec 01, 2017

Reported on

Dec 01, 2017
---
ABC
ABC

AmerisourceBergen

Sale

$15,001 - $50,000

Nov 27, 2017

Reported on

Dec 01, 2017
---
----
ABC
ABC

AmerisourceBergen

Sale

$15,001 - $50,000

Nov 27, 2017

Reported on

Apr 26, 2018
---
----
MSFT
MSFT

Microsoft

Sale

$1,001 - $15,000

Nov 27, 2017

Reported on

Nov 28, 2017
---
TJX
TJX

TJX Companies

Purchase

$15,001 - $50,000

Nov 22, 2017

Reported on

Nov 28, 2017
---
DWDP
DWDP

Dowdupont Inc.

Sale

$15,001 - $50,000

Nov 22, 2017

Reported on

Nov 28, 2017
---
----
IWN
IWN

iShares Russell 2000 Value ETF

Sale

$15,001 - $50,000

Nov 22, 2017

Reported on

Nov 28, 2017
---
VZ
VZ

Verizon Communications

Purchase

$1,001 - $15,000

Nov 16, 2017

Reported on

Nov 16, 2017
---
GSK
GSK

GSK

Purchase

$1,001 - $15,000

Oct 25, 2017

Reported on

Oct 25, 2017
---
AMT
AMT

American Tower

Purchase

$1,001 - $15,000

Oct 06, 2017

Reported on

Oct 08, 2017
---
GOOGL
GOOGL

Alphabet

Sale

$1,001 - $15,000

Sep 29, 2017

Reported on

Sep 29, 2017
---
SBUX
SBUX

Starbucks

Purchase

$15,001 - $50,000

Sep 22, 2017

Reported on

Sep 29, 2017
---
COST
COST

Costco Wholesale

Sale

$1,001 - $15,000

Sep 18, 2017

Reported on

Sep 19, 2017
---
VZ
VZ

Verizon Communications

Sale

$1,001 - $15,000

Sep 15, 2017

Reported on

Sep 18, 2017
---
DLR
DLR

Digital Realty Trust

Purchase

$1,001 - $15,000

Sep 14, 2017

Reported on

Sep 18, 2017
---
GSK
GSK

GSK

Sale

$1,001 - $15,000

Aug 31, 2017

Reported on

Aug 31, 2017
---
CMG
CMG

Chipotle Mexican Grill

Sale

$1,001 - $15,000

Aug 23, 2017

Reported on

Aug 28, 2017
---
MA
MA

Mastercard

Purchase

$1,001 - $15,000

Aug 18, 2017

Reported on

Aug 28, 2017
---
V
V

Visa

Purchase

$1,001 - $15,000

Aug 18, 2017

Reported on

Aug 28, 2017
---
JNJ
JNJ

Johnson & Johnson

Sale

$50,001 - $100,000

Aug 10, 2017

Reported on

Aug 07, 2017
---
GOOGL
GOOGL

Alphabet

Purchase

$1,001 - $15,000

Jul 27, 2017

Reported on

Jul 28, 2017
---
KO
KO

Coca-Cola

Purchase

$1,001 - $15,000

Jul 26, 2017

Reported on

Jul 27, 2017
---
SON
SON

Sonoco Products

Sale

$1,001 - $15,000

Jul 19, 2017

Reported on

Jul 20, 2017
---
----
GE
GE

General Electric

Sale

$50,001 - $100,000

Jul 10, 2017

Reported on

Aug 07, 2017
---
ETP
ETP

Energy Transfer Partners, L.P. Common

Sale

$15,001 - $50,000

Jul 10, 2017

Reported on

Aug 07, 2017
---
----
ETP
ETP

Energy Transfer Partners, L.P. Common

Sale

$1,001 - $15,000

Jul 10, 2017

Reported on

Aug 07, 2017
---
----
MIK
MIK

The Michaels Companies, Inc.

Sale

$1,001 - $15,000

Jul 03, 2017

Reported on

Jul 04, 2017
---
----
VZ
VZ

Verizon Communications

Purchase

$1,001 - $15,000

Jun 30, 2017

Reported on

Jun 28, 2017
---
COST
COST

Costco Wholesale

Purchase

$1,001 - $15,000

Jun 29, 2017

Reported on

Jun 30, 2017
---
VZ
VZ

Verizon Communications

Purchase

$1,001 - $15,000

Jun 27, 2017

Reported on

Jun 28, 2017
---
COST
COST

Costco Wholesale

Purchase

$1,001 - $15,000

Jun 19, 2017

Reported on

Jun 20, 2017
---
MIK
MIK

The Michaels Companies, Inc.

Sale (Partial)

$1,001 - $15,000

Jun 12, 2017

Reported on

Apr 26, 2018
---
----
MIK
MIK

The Michaels Companies, Inc.

Sale

$1,001 - $15,000

Jun 12, 2017

Reported on

Jun 12, 2017
---
----
MSFT
MSFT

Microsoft

Purchase

$1,001 - $15,000

Jun 08, 2017

Reported on

Jun 12, 2017
---
GE
GE

General Electric

Purchase

$1,001 - $15,000

Jun 07, 2017

Reported on

Jun 07, 2017
---
MIK
MIK

The Michaels Companies, Inc.

Purchase

$1,001 - $15,000

Jun 06, 2017

Reported on

Jun 12, 2017
---
----
AFSI
AFSI

Amtrust Financial Services, Inc.

Purchase

$1,001 - $15,000

May 31, 2017

Reported on

Jun 05, 2017
---
----
AFSI
AFSI

Amtrust Financial Services, Inc.

Sale (Partial)

$1,001 - $15,000

May 31, 2017

Reported on

Apr 26, 2018
---
----
TMUS
TMUS

T-Mobile US

Purchase

$1,001 - $15,000

May 22, 2017

Reported on

May 17, 2017
---
MSFT
MSFT

Microsoft

Purchase

$1,001 - $15,000

May 22, 2017

Reported on

May 18, 2017
---
MSFT
MSFT

Microsoft

Purchase

$1,001 - $15,000

May 18, 2017

Reported on

May 22, 2017
---
PAYX
PAYX

Paychex

Purchase

$15,001 - $50,000

May 15, 2017

Reported on

May 22, 2017
---
LMT
LMT

Lockheed Martin

Purchase

$50,001 - $100,000

May 12, 2017

Reported on

Jun 05, 2017
---
FB
FB

Facebook, Inc. Class A

Purchase

$50,001 - $100,000

May 12, 2017

Reported on

Jun 05, 2017
---
----
PG
PG

Procter & Gamble

Purchase

$50,001 - $100,000

May 12, 2017

Reported on

Jun 05, 2017
---
NLY
NLY

Annaly Capital Management

Sale

$100,001 - $250,000

May 01, 2017

Reported on

May 19, 2017
---
AXP
AXP

American Express

Purchase

$1,001 - $15,000

May 01, 2017

Reported on

May 01, 2017
---
AXP
AXP

American Express

Purchase

$1,001 - $15,000

May 01, 2017

Reported on

May 03, 2017
---
VZ
VZ

Verizon Communications

Purchase

$1,001 - $15,000

May 01, 2017

Reported on

May 02, 2017
---
PNC
PNC

PNC Financial Services Gr

Purchase

$15,001 - $50,000

Apr 27, 2017

Reported on

Jun 19, 2017
---
MA
MA

Mastercard

Purchase

$1,001 - $15,000

Apr 25, 2017

Reported on

Apr 27, 2017
---
AFSI
AFSI

Amtrust Financial Services, Inc.

Sale

$1,001 - $15,000

Apr 11, 2017

Reported on

Apr 13, 2017
---
----
SON
SON

Sonoco Products

Purchase

$1,001 - $15,000

Apr 11, 2017

Reported on

Apr 07, 2017
---
----
CSX
CSX

CSX

Purchase

$1,001 - $15,000

Apr 10, 2017

Reported on

Apr 06, 2017
---
PAA
PAA

Plains All American

Sale

$1,001 - $15,000

Apr 10, 2017

Reported on

Apr 06, 2017
---
SBAC
SBAC

SBA Communications

Purchase

$1,001 - $15,000

Apr 10, 2017

Reported on

Apr 06, 2017
---
COL
COL

Rockwell Collins, Inc.

Purchase

$15,001 - $50,000

Apr 04, 2017

Reported on

Apr 05, 2017
---
----
APD
APD

Air Products & Chemicals

Sale

$15,001 - $50,000

Mar 24, 2017

Reported on

Mar 27, 2017
---
AMZN
AMZN

Amazon.com

Purchase

$1,001 - $15,000

Mar 22, 2017

Reported on

Mar 23, 2017
---
STI
STI

Suntrust Banks, Inc.

Purchase

$1,001 - $15,000

Mar 22, 2017

Reported on

Mar 23, 2017
---
----
AMZN
AMZN

Amazon.com

Purchase

$1,001 - $15,000

Mar 22, 2017

Reported on

Mar 22, 2017
---
AGN
AGN

Allergan Plc Ordinary Shares

Sale

$1,001 - $15,000

Mar 14, 2017

Reported on

Mar 15, 2017
---
----
GOOG
GOOG

Alphabet

Purchase

$1,001 - $15,000

Mar 08, 2017

Reported on

Mar 15, 2017
---
CMG
CMG

Chipotle Mexican Grill

Purchase

$1,001 - $15,000

Mar 07, 2017

Reported on

Mar 08, 2017
---
CF
CF

CF Industries Holdings

Purchase

$1,001 - $15,000

Mar 07, 2017

Reported on

Mar 08, 2017
---
AXP
AXP

American Express

Purchase

$1,001 - $15,000

Feb 28, 2017

Reported on

Feb 28, 2017
---
AXP
AXP

American Express

Purchase

$1,001 - $15,000

Feb 28, 2017

Reported on

Mar 01, 2017
---
NVDA
NVDA

NVIDIA

Purchase

$1,001 - $15,000

Feb 17, 2017

Reported on

Feb 21, 2017
---
ITW
ITW

Illinois Tool Works

Purchase

$1,001 - $15,000

Feb 01, 2017

Reported on

Feb 01, 2017
---
ITW
ITW

Illinois Tool Works

Purchase

$1,001 - $15,000

Feb 01, 2017

Reported on

Feb 01, 2017
---
WMT
WMT

Walmart

Purchase

$1,001 - $15,000

Jan 27, 2017

Reported on

Jan 30, 2017
Dividends Reinvested
MIK
MIK

The Michaels Companies, Inc.

Purchase

$1,001 - $15,000

Jan 25, 2017

Reported on

Jan 27, 2017
---
----
GE
GE

General Electric

Purchase

$15,001 - $50,000

Jan 13, 2017

Reported on

Jan 17, 2017
---
VSM
VSM

Versum Materials, Inc.

Sale

$1,001 - $15,000

Jan 11, 2017

Reported on

Jan 12, 2017
---
----
OXY
OXY

Occidental Petroleum

Purchase

$15,001 - $50,000

Jan 06, 2017

Reported on

Jan 09, 2017
---
SLB
SLB

Schlumberger

Purchase

$1,001 - $15,000

Jan 06, 2017

Reported on

Jan 09, 2017
---
MCD
MCD

McDonald's

Purchase

$50,001 - $100,000

Jan 04, 2017

Reported on

Jan 23, 2017
---
JPM
JPM

JPMorgan Chase

Purchase

$15,001 - $50,000

Jan 04, 2017

Reported on

Jan 23, 2017
---
T
T

AT&T

Purchase

$50,001 - $100,000

Jan 04, 2017

Reported on

Jan 23, 2017
---
BA
BA

Boeing

Purchase

$50,001 - $100,000

Jan 04, 2017

Reported on

Jan 23, 2017
---
DE
DE

Deere

Sale

$15,001 - $50,000

Dec 30, 2016

Reported on

Jan 02, 2017
---
TRN
TRN

Trinity Industries

Sale

$15,001 - $50,000

Dec 29, 2016

Reported on

Jan 09, 2017
---
WMT
WMT

Walmart

Purchase

$1,001 - $15,000

Dec 21, 2016

Reported on

Dec 23, 2016
---
PRXL
PRXL

Parexel International Corporation

Sale

$15,001 - $50,000

Dec 21, 2016

Reported on

Dec 23, 2016
---
----
GSK
GSK

GSK

Purchase

$1,001 - $15,000

Dec 01, 2016

Reported on

May 01, 2017
Km/Ps Notified On 5.1.17
OMC
OMC

Omnicom Group

Sale

$1,001 - $15,000

Nov 07, 2016

Reported on

Nov 09, 2016
---
MCD
MCD

McDonald's

Purchase

$1,001 - $15,000

Oct 28, 2016

Reported on

Nov 09, 2016
---
COKE
COKE

Coca-Cola Consolidated

Purchase

$1,001 - $15,000

Oct 27, 2016

Reported on

May 01, 2017
Karen Sent 1 Share Purchase, But Not Larger Purchase. Larger Purchase Flagged For Km/Ps On 5.1.17
VZ
VZ

Verizon Communications

Purchase

$1,001 - $15,000

Oct 20, 2016

Reported on

May 01, 2017
Reported To Km/Ps On May 1, 2017
COST
COST

Costco Wholesale

Purchase

$1,001 - $15,000

Oct 06, 2016

Reported on

Oct 31, 2016
---
COST
COST

Costco Wholesale

Purchase

$1,001 - $15,000

Oct 04, 2016

Reported on

May 01, 2017
Two Ptrs Already Filed, Third Purchase Wasn'T Sent To Km/Ps. Flagged On 5.1.17.
COST
COST

Costco Wholesale

Purchase

$1,001 - $15,000

Oct 03, 2016

Reported on

Oct 04, 2016
---
KEY
KEY

KeyCorp

Sale

$1,001 - $15,000

Jul 27, 2016

Reported on

Oct 04, 2016
---
CF
CF

CF Industries Holdings

Purchase

$1,001 - $15,000

Jul 22, 2016

Reported on

Jul 25, 2016
---
MA
MA

Mastercard

Purchase

$15,001 - $50,000

Jul 01, 2016

Reported on

Jul 05, 2016
---
CHKP
CHKP

Check Point Software

Sale

$1,001 - $15,000

Jun 14, 2016

Reported on

Jul 05, 2016
---
MSFT
MSFT

Microsoft

Sale

$15,001 - $50,000

Jun 10, 2016

Reported on

Jul 05, 2016
---
CMG
CMG

Chipotle Mexican Grill

Purchase

$1,001 - $15,000

Jun 07, 2016

Reported on

Jul 05, 2016
---
NSRGY
NSRGY

Nestle

Sale

$1,001 - $15,000

Jun 06, 2016

Reported on

Jul 05, 2016
---
PEP
PEP

PepsiCo

Sale

$1,001 - $15,000

Jun 06, 2016

Reported on

Jul 05, 2016
---
CMG
CMG

Chipotle Mexican Grill

Purchase

$1,001 - $15,000

May 24, 2016

Reported on

May 27, 2016
---
VZ
VZ

Verizon Communications

Purchase

$1,001 - $15,000

May 19, 2016

Reported on

May 27, 2016
---
DLTR
DLTR

Dollar Tree

Purchase

$15,001 - $50,000

May 17, 2016

Reported on

May 18, 2016
---
CF
CF

CF Industries Holdings

Purchase

$15,001 - $50,000

May 12, 2016

Reported on

May 18, 2016
---
IVZ
IVZ

Invesco

Sale

$1,001 - $15,000

May 11, 2016

Reported on

May 01, 2017
375 Shares At $29.34 Each
AMLP
AMLP

Alerian MLP ETF

Purchase

$1,001 - $15,000

Apr 25, 2016

Reported on

May 18, 2016
---
BCE
BCE

BCE

Sale

$15,001 - $50,000

Apr 12, 2016

Reported on

May 18, 2016
---
CVS
CVS

CVS Health

Sale

$15,001 - $50,000

Nov 19, 2015

Reported on

May 18, 2016
---
CMG
CMG

Chipotle Mexican Grill

Purchase

$1,001 - $15,000

Nov 03, 2015

Reported on

May 18, 2016
---
IVZ
IVZ

Invesco

Purchase

$1,001 - $15,000

Oct 08, 2015

Reported on

May 18, 2016
---
XBI
XBI

SPDR Series Trust SPDR S&P Biotech ETF

Purchase

$15,001 - $50,000

Oct 02, 2015

Reported on

May 18, 2016
---
PPL
PPL

PPL

Purchase

$1,001 - $15,000

Sep 10, 2015

Reported on

May 18, 2016
---
AMG
AMG

Affiliated Managers Group

Purchase

$15,001 - $50,000

Sep 04, 2015

Reported on

May 18, 2016
---
NSRGY
NSRGY

Nestle

Purchase

$1,001 - $15,000

Sep 04, 2015

Reported on

May 18, 2016
---
COST
COST

Costco Wholesale

Purchase

$1,001 - $15,000

Aug 27, 2015

Reported on

May 18, 2016
---
CVX
CVX

Chevron

Purchase

$1,001 - $15,000

Aug 26, 2015

Reported on

May 18, 2016
---
TLN
TLN

Talen Energy Corporation

Sale

$258.0

Aug 26, 2015

Reported on

May 18, 2016
---
----
CVS
CVS

CVS Health

Purchase

$15,001 - $50,000

Aug 25, 2015

Reported on

May 18, 2016
---
CHKP
CHKP

Check Point Software

Purchase

$1,001 - $15,000

Aug 25, 2015

Reported on

May 18, 2016
---
CHKP
CHKP

Check Point Software

Purchase

$15,001 - $50,000

Aug 21, 2015

Reported on

May 18, 2016
---
BA
BA

Boeing

Sale

$1,001 - $15,000

Aug 19, 2015

Reported on

May 18, 2016
---
AGN
AGN

Allergan Plc Ordinary Shares

Purchase

$15,001 - $50,000

Aug 12, 2015

Reported on

May 18, 2016
---
----
ABC
ABC

AmerisourceBergen

Purchase

$15,001 - $50,000

Jul 31, 2015

Reported on

May 10, 2018
---
----
IWN
IWN

iShares Russell 2000 Value ETF

Purchase

$50,001 - $100,000

Jul 30, 2015

Reported on

May 18, 2016
---
MSFT
MSFT

Microsoft

Purchase

$1,001 - $15,000

Jul 30, 2015

Reported on

May 18, 2016
---
JNJ
JNJ

Johnson & Johnson

Purchase

$15,001 - $50,000

Jul 29, 2015

Reported on

May 18, 2016
---
IWN
IWN

iShares Russell 2000 Value ETF

Purchase

$1,001 - $15,000

Jul 28, 2015

Reported on

May 18, 2016
---
WLL
WLL

Whiting Petroleum Corporation

Sale

$1,001 - $15,000

Jul 28, 2015

Reported on

May 18, 2016
---
----
ABT
ABT

Abbott Laboratories

Purchase

$15,001 - $50,000

Jul 27, 2015

Reported on

May 18, 2016
---
GWW
GWW

W.W. Grainger

Purchase

$15,001 - $50,000

Jul 27, 2015

Reported on

May 18, 2016
---
DOW
DOW

Dow

Purchase

$15,001 - $50,000

Jul 27, 2015

Reported on

May 18, 2016
---
----
DE
DE

Deere

Purchase

$15,001 - $50,000

Jul 27, 2015

Reported on

May 18, 2016
---
CVS
CVS

CVS Health

Purchase

$1,001 - $15,000

Jul 27, 2015

Reported on

May 18, 2016
---
TFM
TFM

The Fresh Market, Inc.

Purchase

$1,001 - $15,000

Jul 22, 2015

Reported on

May 18, 2016
---
----
JNJ
JNJ

Johnson & Johnson

Purchase

$1,001 - $15,000

Jul 21, 2015

Reported on

May 18, 2016
---
APD
APD

Air Products & Chemicals

Purchase

$15,001 - $50,000

Jul 15, 2015

Reported on

May 10, 2018
---
ADP
ADP

Automatic Data Processing

Purchase

$15,001 - $50,000

Jul 15, 2015

Reported on

May 18, 2016
---
PAA
PAA

Plains All American

Purchase

$15,001 - $50,000

Jul 13, 2015

Reported on

May 18, 2016
---
BCE
BCE

BCE

Purchase

$1,001 - $15,000

Jul 13, 2015

Reported on

May 18, 2016
---
DFS
DFS

Discover Financial

Purchase

$1,001 - $15,000

Jul 10, 2015

Reported on

May 18, 2016
---
BCE
BCE

BCE

Purchase

$1,001 - $15,000

Jul 10, 2015

Reported on

May 18, 2016
---
COST
COST

Costco Wholesale

Purchase

$1,001 - $15,000

Jul 02, 2015

Reported on

May 18, 2016
---
GOOG
GOOG

Google Inc. Class C Capital Stock

Purchase

$1,001 - $15,000

Jun 19, 2015

Reported on

May 18, 2016
---
QCOM
QCOM

Qualcomm

Purchase

$1,001 - $15,000

Jun 15, 2015

Reported on

May 18, 2016
---
DFS
DFS

Discover Financial

Purchase

$1,001 - $15,000

Jun 15, 2015

Reported on

May 18, 2016
---
PEP
PEP

PepsiCo

Purchase

$1,001 - $15,000

Jun 12, 2015

Reported on

May 18, 2016
---
COST
COST

Costco Wholesale

Purchase

$15,001 - $50,000

Jun 12, 2015

Reported on

May 18, 2016
---
JNJ
JNJ

Johnson & Johnson

Purchase

$1,001 - $15,000

Jun 12, 2015

Reported on

May 18, 2016
---
CVS
CVS

CVS Health

Purchase

$15,001 - $50,000

Jun 12, 2015

Reported on

May 18, 2016
---
MSFT
MSFT

Microsoft

Purchase

$1,001 - $15,000

Jun 12, 2015

Reported on

May 18, 2016
---
TFM
TFM

The Fresh Market, Inc.

Purchase

$1,001 - $15,000

Jun 12, 2015

Reported on

May 18, 2016
---
----
VZ
VZ

Verizon Communications

Purchase

$100,001 - $250,000

Jun 03, 2015

Reported on

May 18, 2016
---
COST
COST

Costco Wholesale

Purchase

$1,001 - $15,000

Jun 01, 2015

Reported on

May 18, 2016
---
CMG
CMG

Chipotle Mexican Grill

Purchase

$1,001 - $15,000

May 29, 2015

Reported on

May 18, 2016
---
CMG
CMG

Chipotle Mexican Grill

Purchase

$1,001 - $15,000

May 29, 2015

Reported on

May 18, 2016
---
CHKP
CHKP

Check Pt Software Tech F

Purchase

$1,001 - $15,000

May 06, 2015

Reported on

May 14, 2015
---
CVS
CVS

CVS Health

Purchase

$1,001 - $15,000

May 01, 2015

Reported on

May 14, 2015
---
AAPL
AAPL

Apple

Sale

$1,001 - $15,000

Apr 24, 2015

Reported on

May 14, 2015
---
TFM
TFM

Fresh Market Inc.

Purchase

$1,001 - $15,000

Apr 17, 2015

Reported on

May 14, 2015
---
----
GOOG
GOOG

Google Inc Cl C Non Vtg Non

Purchase

$1,001 - $15,000

Apr 14, 2015

Reported on

May 14, 2015
---
DOW
DOW

Dow

Purchase

$1,001 - $15,000

Mar 23, 2015

Reported on

May 14, 2015
---
----
EAT
EAT

Brinker International

Sale

$1,001 - $15,000

Mar 13, 2015

Reported on

May 14, 2015
---
----
GWW
GWW

Grainger W W Inc.

Purchase

$1,001 - $15,000

Feb 26, 2015

Reported on

May 14, 2015
---
LEA
LEA

Lear

Sale

$1,001 - $15,000

Feb 17, 2015

Reported on

May 14, 2015
---
UTX
UTX

United Technologies Corp

Sale

$1,001 - $15,000

Jan 27, 2015

Reported on

May 14, 2015
---
----
PNC
PNC

Pnc Finl Services Gp Inc

Purchase

$1,001 - $15,000

Jan 14, 2015

Reported on

May 14, 2015
---
BHP
BHP

Bhp Billiton Ltd Adr

Sale

$1,001 - $15,000

Jun 18, 2014

Reported on

May 14, 2015
---
ESRX
ESRX

Express Scripts Hldg Co

Sale

$1,001 - $15,000

Jun 18, 2014

Reported on

May 14, 2015
---
----
A
A

Agilent Technologies

Sale

$1,001 - $15,000

Apr 23, 2014

Reported on

May 14, 2015
---
TJX
TJX

TJX Companies

Sale

$1,001 - $15,000

Apr 23, 2014

Reported on

May 14, 2015
---
AMG
AMG

Affiliated Managers Group

Sale

$1,001 - $15,000

Apr 23, 2014

Reported on

May 14, 2015
---
SUSQ
SUSQ

Susquehanna Bancshrs Inc.

Sale

$1,001 - $15,000

Apr 23, 2014

Reported on

May 14, 2015
---
----
FITB
FITB

Fifth Third Bancorp

Sale

$1,001 - $15,000

Apr 23, 2014

Reported on

May 14, 2015
---
PNC
PNC

Pnc Finl Services Gp Inc

Sale

$1,001 - $15,000

Apr 23, 2014

Reported on

May 14, 2015
---
LPT
LPT

Liberty Property Trust Reit

Sale

$1,001 - $15,000

Apr 23, 2014

Reported on

May 14, 2015
---
----
EXXI
EXXI

Energy Xxi Ltd New

Sale

$1,001 - $15,000

Apr 23, 2014

Reported on

May 14, 2015
---
----
NSRGY
NSRGY

Nestle

Sale

$1,001 - $15,000

Apr 23, 2014

Reported on

May 14, 2015
---
ABBV
ABBV

AbbVie

Sale

$1,001 - $15,000

Apr 23, 2014

Reported on

May 14, 2015
---
ACT
ACT

Actavis Plc

Sale

$1,001 - $15,000

Apr 23, 2014

Reported on

May 14, 2015
---
MCK
MCK

McKesson

Sale

$1,001 - $15,000

Feb 18, 2014

Reported on

May 14, 2015
---
IBM
IBM

Intl Business Machines

Sale

$1,001 - $15,000

Feb 14, 2014

Reported on

May 14, 2015
---
JWN
JWN

Nordstrom

Purchase

$1,001 - $15,000

Jan 29, 2014

Reported on

May 14, 2015
---
BA
BA

Boeing

Purchase

$1,001 - $15,000

Jan 29, 2014

Reported on

May 14, 2015
---
AFSI
AFSI

Amtrust Financial Svcs

Purchase

$1,001 - $15,000

Jan 21, 2014

Reported on

May 14, 2015
---
----
UNH
UNH

UnitedHealth Group

Sale

$1,001 - $15,000

Jan 13, 2014

Reported on

May 14, 2015
---
LEA
LEA

Lear

Purchase

$1,001 - $15,000

Nov 12, 2013

Reported on

May 14, 2015
---
EXC
EXC

Exelon

Sale

$1,001 - $15,000

Nov 11, 2013

Reported on

May 14, 2015
---
DFS
DFS

Discover Financial

Purchase

$1,001 - $15,000

Sep 09, 2013

Reported on

May 14, 2015
---
CDNS
CDNS

Cadence Design Sys

Purchase

$1,001 - $15,000

Aug 16, 2013

Reported on

May 14, 2015
---
SAPE
SAPE

Sapient Corporation

Sale

$1,001 - $15,000

Aug 09, 2013

Reported on

May 14, 2015
---
----
GIS
GIS

General Mills

Purchase

$1,001 - $15,000

May 30, 2013

Reported on

May 14, 2015
---
KEY
KEY

KeyCorp

Purchase

$1,001 - $15,000

May 10, 2013

Reported on

May 14, 2015
---
EXXI
EXXI

Energy Xxi Ltd New F

Purchase

$1,001 - $15,000

May 06, 2013

Reported on

May 14, 2015
---
----
WLL
WLL

Whiting Petroleum Corp

Purchase

$1,001 - $15,000

May 02, 2013

Reported on

May 14, 2015
---
----
EMR
EMR

Emerson Electric

Sale

$1,001 - $15,000

Apr 26, 2013

Reported on

May 14, 2015
---
WFT
WFT

Weatherford Intl Ltd

Sale

$1,001 - $15,000

Apr 22, 2013

Reported on

May 14, 2015
---
----
IBM
IBM

Intl Business Machines

Purchase

$1,001 - $15,000

Apr 22, 2013

Reported on

May 14, 2015
---
AAPL
AAPL

Apple

Purchase

$1,001 - $15,000

Apr 19, 2013

Reported on

May 14, 2015
---
BDX
BDX

Becton, Dickinson

Sale

$1,001 - $15,000

Apr 16, 2013

Reported on

May 14, 2015
---
WFT
WFT

Weatherford Intl Ltd

Sale

$1,001 - $15,000

Apr 15, 2013

Reported on

May 14, 2015
---
----
BHP
BHP

Bhp Billiton Ltd Adr

Sale

$1,001 - $15,000

Apr 15, 2013

Reported on

May 14, 2015
---
WCRX
WCRX

Warner Chilcott Plc F

Purchase

$1,001 - $15,000

Apr 08, 2013

Reported on

May 14, 2015
---
----
PNC
PNC

Pnc Finl Services Gp Inc

Purchase

$1,001 - $15,000

Jan 30, 2013

Reported on

May 14, 2015
---
STT
STT

State Street

Sale

$1,001 - $15,000

Jan 24, 2013

Reported on

May 14, 2015
---

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