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K. MICHAEL CONAWAY

k. michael conaway

House / Republican / Texas
"Mike Conaway focused on agriculture, fiscal policy, and defense."

Net Worth Est.

$13.29 M

Trade volume

$15.20 M

Total trades

898

Last Traded

Dec. 17, 2020
  • Trades
  • Current Portfolio
  • Networth

Trade volume

Top Traded Sectors

  • Finance

    145

  • Electronic technology

    113

  • Health technology

    99

  • Technology services

    97

  • Consumer non-durables

    65

  • Retail trade

    59

  • Energy minerals

    50

  • Transportation

    37

  • 35

  • Producer manufacturing

    35

Trade Volume$15.20 M
Total Trades$898
Ticker
Transaction
Transaction on
Description
Change Since Trade
Copy Trade
DGRO
DGRO

iShares Core Dividend Growth ETF

Purchase

$50,001 - $100,000

Dec 17, 2020

Reported on

Jan 22, 2021
---
40.19%
VIG
VIG

Vanguard Div Appreciation ETF

Purchase

$50,001 - $100,000

Dec 10, 2020

Reported on

Mar 25, 2021
---
43.87%
FDN
FDN

First Trust DJ Internet Index Fund

Purchase

$15,001 - $50,000

Dec 10, 2020

Reported on

Mar 25, 2021
---
21.08%
FDN
FDN

First Trust DJ Internet Index Fund

Purchase

$15,001 - $50,000

Dec 10, 2020

Reported on

Jan 22, 2021
---
21.08%
GSLC
GSLC

Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF

Purchase

$15,001 - $50,000

Dec 10, 2020

Reported on

Mar 25, 2021
---
58.28%
GSLC
GSLC

Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF

Purchase

$15,001 - $50,000

Dec 10, 2020

Reported on

Jan 22, 2021
---
58.28%
VIG
VIG

Vanguard Div Appreciation ETF

Purchase

$50,001 - $100,000

Dec 10, 2020

Reported on

Jan 22, 2021
---
43.87%
DRI
DRI

Darden Restaurants

Purchase

$15,001 - $50,000

Nov 30, 2020

Reported on

Dec 15, 2020
---
109.09%
LUV
LUV

Southwest Airlines

Purchase

$15,001 - $50,000

Nov 30, 2020

Reported on

Dec 15, 2020
---
-32.26%
DGRO
DGRO

iShares Core Dividend Growth ETF

Purchase

$15,001 - $50,000

Nov 30, 2020

Reported on

Dec 15, 2020
---
42.50%
AAL
AAL

American Airlines Group

Purchase

$15,001 - $50,000

Nov 30, 2020

Reported on

Dec 15, 2020
---
-24.53%
JNJ
JNJ

Johnson & Johnson

Purchase

$50,001 - $100,000

Oct 16, 2020

Reported on

Dec 04, 2020
---
1.14%
AAPL
AAPL

Apple

Purchase

$15,001 - $50,000

Oct 16, 2020

Reported on

Dec 04, 2020
---
68.88%
BX
BX

Blackstone

Sale

$15,001 - $50,000

Oct 16, 2020

Reported on

Dec 04, 2020
---
146.84%
VDC
VDC

Vanguard Consumer Staples ETF

Sale

$15,001 - $50,000

Oct 16, 2020

Reported on

Dec 04, 2020
---
28.96%
JNJ
JNJ

Johnson & Johnson

Purchase

$15,001 - $50,000

Oct 16, 2020

Reported on

Dec 04, 2020
---
1.14%
CVX
CVX

Chevron

Sale

$15,001 - $50,000

Oct 16, 2020

Reported on

Dec 04, 2020
Cvx Result Of Merger With Nbl
105.17%
AAPL
AAPL

Apple

Purchase

$15,001 - $50,000

Oct 16, 2020

Reported on

Dec 04, 2020
---
68.88%
SKYY
SKYY

First Trust Cloud Computing ETF

Purchase

$15,001 - $50,000

Oct 16, 2020

Reported on

Dec 04, 2020
---
36.70%
ABT
ABT

Abbott Laboratories

Purchase

$50,001 - $100,000

Sep 28, 2020

Reported on

Oct 05, 2020
---
27.34%
ABT
ABT

Abbott Laboratories

Purchase

$15,001 - $50,000

Sep 28, 2020

Reported on

Oct 05, 2020
---
27.34%
CIBR
CIBR

First Trust NASDAQ Cybersecurity ETF

Purchase

$15,001 - $50,000

Sep 21, 2020

Reported on

Oct 05, 2020
---
109.55%
VDC
VDC

Vanguard Consumer Staples ETF

Sale

$15,001 - $50,000

Sep 21, 2020

Reported on

Oct 05, 2020
---
36.05%
VDC
VDC

Vanguard Consumer Staples ETF

Sale

$50,001 - $100,000

Sep 21, 2020

Reported on

Oct 05, 2020
---
36.05%
VDC
VDC

Vanguard Consumer Staples ETF

Sale

$15,001 - $50,000

Sep 21, 2020

Reported on

Oct 05, 2020
---
36.05%
USMC
USMC

Principal U.S. Mega-Cap ETF

Purchase

$1,001 - $15,000

Sep 21, 2020

Reported on

Oct 05, 2020
---
87.52%
JPM
JPM

JPMorgan Chase

Sale

$15,001 - $50,000

Sep 09, 2020

Reported on

Oct 05, 2020
---
172.63%
INTU
INTU

Intuit

Sale

$15,001 - $50,000

Sep 08, 2020

Reported on

Oct 05, 2020
---
137.25%
USMC
USMC

Principal U.S. Mega-Cap ETF

Sale (Partial)

$15,001 - $50,000

Sep 08, 2020

Reported on

Oct 05, 2020
---
84.76%
SPY
SPY

SPDR S&P 500

Sale (Partial)

$15,001 - $50,000

Sep 08, 2020

Reported on

Oct 05, 2020
---
78.35%
GOOGL
GOOGL

Alphabet

Purchase

$15,001 - $50,000

Sep 08, 2020

Reported on

Oct 05, 2020
---
118.75%
AAPL
AAPL

Apple

Sale (Partial)

$15,001 - $50,000

Sep 08, 2020

Reported on

Oct 05, 2020
---
78.16%
AAPL
AAPL

Apple

Sale (Partial)

$15,001 - $50,000

Sep 08, 2020

Reported on

Oct 05, 2020
---
78.16%
JPM
JPM

JPMorgan Chase

Sale

$15,001 - $50,000

Sep 08, 2020

Reported on

Oct 05, 2020
---
175.22%
VIG
VIG

Vanguard Div Appreciation ETF

Sale (Partial)

$50,001 - $100,000

Sep 08, 2020

Reported on

Oct 05, 2020
---
56.77%
DGRO
DGRO

iShares Core Dividend Growth ETF

Purchase

$50,001 - $100,000

Aug 10, 2020

Reported on

Sep 08, 2020
---
53.73%
AEP
AEP

American Electric Power

Purchase

$15,001 - $50,000

Aug 10, 2020

Reported on

Sep 08, 2020
---
18.40%
SDY
SDY

SPDR S&P Dividend ETF

Purchase

$15,001 - $50,000

Aug 10, 2020

Reported on

Sep 08, 2020
---
37.02%
JNJ
JNJ

Johnson & Johnson

Purchase

$15,001 - $50,000

Aug 10, 2020

Reported on

Sep 08, 2020
---
1.19%
USB
USB

U.S. Bancorp

Sale

$50,001 - $100,000

Aug 10, 2020

Reported on

Sep 08, 2020
---
15.53%
DUK
DUK

Duke Energy

Purchase

$15,001 - $50,000

Aug 10, 2020

Reported on

Sep 08, 2020
---
36.15%
XLV
XLV

SPDR Select Sector Fund - Health Care

Purchase

$50,001 - $100,000

Aug 10, 2020

Reported on

Sep 08, 2020
---
25.04%
V
V

Visa

Sale

$15,001 - $50,000

Aug 10, 2020

Reported on

Sep 08, 2020
---
72.05%
PNC
PNC

PNC Financial Services Gr

Sale

$50,001 - $100,000

Aug 10, 2020

Reported on

Sep 08, 2020
---
61.76%
PNC
PNC

PNC Financial Services Gr

Sale

$15,001 - $50,000

Aug 10, 2020

Reported on

Sep 08, 2020
---
61.76%
SDY
SDY

SPDR S&P Dividend ETF

Purchase

$15,001 - $50,000

Aug 10, 2020

Reported on

Sep 08, 2020
---
37.02%
AXP
AXP

American Express

Sale

$15,001 - $50,000

Aug 10, 2020

Reported on

Sep 08, 2020
---
193.83%
AMZN
AMZN

Amazon.com

Purchase

$50,001 - $100,000

Jul 01, 2020

Reported on

Sep 04, 2020
---
45.68%
RTX
RTX

Raytheon Technologies

Sale

$15,001 - $50,000

Jul 01, 2020

Reported on

Sep 04, 2020
---
138.01%
HD
HD

Home Depot

Sale

$50,001 - $100,000

Jul 01, 2020

Reported on

Sep 04, 2020
---
40.89%
AAPL
AAPL

Apple

Purchase

$15,001 - $50,000

Jul 01, 2020

Reported on

Sep 04, 2020
---
120.81%
PFE
PFE

Pfizer

Purchase

$15,001 - $50,000

Jul 01, 2020

Reported on

Sep 04, 2020
---
-25.00%
IWM
IWM

iShares Russell 2000 ETF

Sale (Partial)

$1,001 - $15,000

Jun 09, 2020

Reported on

Jul 10, 2020
---
39.23%
EFV
EFV

iShares MSCI EAFE Value ETF

Purchase

$15,001 - $50,000

Jun 09, 2020

Reported on

Jul 10, 2020
---
----
ISD
ISD

PGIM High Yield Fund

Purchase

$15,001 - $50,000

Jun 09, 2020

Reported on

Jul 10, 2020
---
-1.15%
EFG
EFG

iShares MSCI EAFE Growth ETF

Sale (Partial)

$1,001 - $15,000

Jun 09, 2020

Reported on

Jul 10, 2020
---
27.39%
VV
VV

Vanguard Large-Cap ETF

Purchase

$1,001 - $15,000

Jun 09, 2020

Reported on

Jul 10, 2020
Managed Account – Not Self-Directed
85.16%
PNC
PNC

PNC Financial Services Gr

Purchase

$15,001 - $50,000

Jun 02, 2020

Reported on

Jul 10, 2020
---
54.44%
VDC
VDC

Vanguard Consumer Staples ETF

Sale (Partial)

$15,001 - $50,000

Jun 01, 2020

Reported on

Jul 10, 2020
---
43.70%
PNC
PNC

PNC Financial Services Gr

Purchase

$15,001 - $50,000

Jun 01, 2020

Reported on

Jul 10, 2020
---
54.70%
PNC
PNC

PNC Financial Services Gr

Purchase

$15,001 - $50,000

Jun 01, 2020

Reported on

Jul 10, 2020
---
54.70%
TJX
TJX

TJX Companies

Sale

$1,001 - $15,000

Jun 01, 2020

Reported on

Jul 10, 2020
---
131.58%
USB
USB

U.S. Bancorp

Purchase

$50,001 - $100,000

Jun 01, 2020

Reported on

Jul 10, 2020
---
17.99%
BX
BX

Blackstone

Purchase

$50,001 - $100,000

May 26, 2020

Reported on

Jun 09, 2020
---
144.96%
GSLC
GSLC

Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF

Sale

$15,001 - $50,000

May 26, 2020

Reported on

Jun 09, 2020
---
93.33%
SKYY
SKYY

First Trust Cloud Computing ETF

Purchase

$15,001 - $50,000

May 26, 2020

Reported on

Jun 09, 2020
---
67.81%
BX
BX

Blackstone

Purchase

$15,001 - $50,000

May 26, 2020

Reported on

Jun 09, 2020
---
144.96%
GSLC
GSLC

Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF

Sale

$15,001 - $50,000

May 26, 2020

Reported on

Jun 09, 2020
---
93.33%
VIG
VIG

Vanguard Div Appreciation ETF

Purchase

$15,001 - $50,000

May 19, 2020

Reported on

Jun 09, 2020
---
76.43%
SKYY
SKYY

First Trust Cloud Computing ETF

Purchase

$15,001 - $50,000

May 19, 2020

Reported on

Jun 09, 2020
---
71.91%
OTIS
OTIS

Otis Worldwide

Sale

$1,001 - $15,000

May 19, 2020

Reported on

Jun 09, 2020
---
79.87%
JPM
JPM

JPMorgan Chase

Purchase

$1,001 - $15,000

May 19, 2020

Reported on

Jun 09, 2020
---
210.14%
BDX
BDX

Becton, Dickinson

Sale

$15,001 - $50,000

May 19, 2020

Reported on

Jun 09, 2020
---
-34.37%
AAPL
AAPL

Apple

Purchase

$15,001 - $50,000

May 19, 2020

Reported on

Jun 09, 2020
---
156.75%
JPM
JPM

JPMorgan Chase

Purchase

$15,001 - $50,000

May 19, 2020

Reported on

Jun 09, 2020
---
210.14%
VIG
VIG

Vanguard Div Appreciation ETF

Purchase

$15,001 - $50,000

May 19, 2020

Reported on

Jun 09, 2020
---
76.43%
VZ
VZ

Verizon Communications

Purchase

$15,001 - $50,000

May 19, 2020

Reported on

Jun 09, 2020
---
-23.32%
SKYY
SKYY

First Trust Cloud Computing ETF

Purchase

$15,001 - $50,000

May 19, 2020

Reported on

Jun 09, 2020
---
71.91%
SKYY
SKYY

First Trust Cloud Computing ETF

Purchase

$15,001 - $50,000

May 19, 2020

Reported on

Jun 09, 2020
---
71.91%
AMZN
AMZN

Amazon.com

Purchase

$50,001 - $100,000

May 19, 2020

Reported on

Jun 09, 2020
---
71.22%
HD
HD

Home Depot

Purchase

$15,001 - $50,000

May 19, 2020

Reported on

Jun 09, 2020
---
46.84%
ITOT
ITOT

iShares Core S&P Total U.S. Stock Market ETF

Purchase

$15,001 - $50,000

May 19, 2020

Reported on

Jun 09, 2020
---
99.13%
CARR
CARR

Carrier Global

Sale

$1,001 - $15,000

May 19, 2020

Reported on

Jun 09, 2020
---
296.57%
DRI
DRI

Darden Restaurants

Purchase

$15,001 - $50,000

May 11, 2020

Reported on

Jun 09, 2020
---
205.40%
PG
PG

Procter & Gamble

Purchase

$15,001 - $50,000

May 11, 2020

Reported on

Jun 09, 2020
---
37.96%
JNJ
JNJ

Johnson & Johnson

Purchase

$15,001 - $50,000

May 11, 2020

Reported on

Jun 09, 2020
---
0.46%
MPC
MPC

Marathon Petroleum

Purchase

$15,001 - $50,000

Apr 22, 2020

Reported on

May 04, 2020
---
584.97%
EMR
EMR

Emerson Electric

Purchase

$15,001 - $50,000

Apr 22, 2020

Reported on

May 04, 2020
---
146.27%
DGRO
DGRO

iShares Core Dividend Growth ETF

Purchase

$15,001 - $50,000

Apr 22, 2020

Reported on

May 04, 2020
---
78.60%
DUK
DUK

Duke Energy

Purchase

$15,001 - $50,000

Apr 22, 2020

Reported on

May 04, 2020
---
32.42%
CVX
CVX

Chevron

Purchase

$15,001 - $50,000

Apr 22, 2020

Reported on

May 04, 2020
---
77.11%
AAPL
AAPL

Apple

Purchase

$50,001 - $100,000

Apr 15, 2020

Reported on

May 04, 2020
---
182.67%
VIG
VIG

Vanguard Div Appreciation ETF

Purchase

$50,001 - $100,000

Apr 15, 2020

Reported on

May 04, 2020
---
79.93%
VIG
VIG

Vanguard Div Appreciation ETF

Purchase

$50,001 - $100,000

Apr 15, 2020

Reported on

May 04, 2020
---
79.93%
AMZN
AMZN

Amazon.com

Purchase

$15,001 - $50,000

Apr 15, 2020

Reported on

May 04, 2020
---
81.73%
AMZN
AMZN

Amazon.com

Purchase

$15,001 - $50,000

Apr 15, 2020

Reported on

May 04, 2020
---
81.73%
VIG
VIG

Vanguard Div Appreciation ETF

Purchase

$15,001 - $50,000

Apr 15, 2020

Reported on

May 04, 2020
---
79.93%
AAPL
AAPL

Apple

Purchase

$15,001 - $50,000

Apr 15, 2020

Reported on

May 04, 2020
---
182.67%
DRI
DRI

Darden Restaurants

Purchase

$15,001 - $50,000

Apr 13, 2020

Reported on

May 04, 2020
---
270.80%
AEP
AEP

American Electric Power

Purchase

$15,001 - $50,000

Apr 06, 2020

Reported on

May 04, 2020
---
29.47%
DGRO
DGRO

iShares Core Dividend Growth ETF

Purchase

$15,001 - $50,000

Apr 06, 2020

Reported on

May 04, 2020
---
84.97%
DGRO
DGRO

iShares Core Dividend Growth ETF

Purchase

$1,001 - $15,000

Apr 06, 2020

Reported on

May 04, 2020
---
84.97%
SO
SO

Southern

Purchase

$15,001 - $50,000

Apr 06, 2020

Reported on

May 04, 2020
---
61.19%
DGRO
DGRO

iShares Core Dividend Growth ETF

Purchase

$1,001 - $15,000

Apr 06, 2020

Reported on

May 04, 2020
---
84.97%
DEO
DEO

Diageo

Sale

$1,001 - $15,000

Mar 18, 2020

Reported on

Apr 06, 2020
---
-3.19%
DEO
DEO

Diageo

Sale (Partial)

$1,001 - $15,000

Mar 18, 2020

Reported on

Apr 06, 2020
---
-3.19%
AEP
AEP

American Electric Power

Sale

$15,001 - $50,000

Mar 18, 2020

Reported on

Apr 06, 2020
---
15.26%
DIA
DIA

SPDR Dow Jones Industrial Average ETF

Sale (Partial)

$1,001 - $15,000

Mar 18, 2020

Reported on

Apr 06, 2020
---
111.53%
LUV
LUV

Southwest Airlines

Sale

$15,001 - $50,000

Mar 18, 2020

Reported on

Apr 06, 2020
---
-10.70%
DIS
DIS

Walt Disney

Sale

$1,001 - $15,000

Mar 18, 2020

Reported on

Apr 06, 2020
---
32.47%
VPU
VPU

Vanguard Utilities ETF

Sale

$15,001 - $50,000

Mar 18, 2020

Reported on

Apr 06, 2020
---
46.03%
VEA
VEA

Vanguard FTSE Developed Markets ETF

Sale

$1,001 - $15,000

Mar 18, 2020

Reported on

Apr 06, 2020
---
88.03%
VPU
VPU

Vanguard Utilities ETF

Sale

$15,001 - $50,000

Mar 18, 2020

Reported on

Apr 06, 2020
---
46.03%
LUV
LUV

Southwest Airlines

Sale

$15,001 - $50,000

Mar 18, 2020

Reported on

Apr 06, 2020
---
-10.70%
DIA
DIA

SPDR Dow Jones Industrial Average ETF

Sale

$1,001 - $15,000

Mar 18, 2020

Reported on

Apr 06, 2020
---
111.53%
NOC
NOC

Northrop Grumman

Sale

$15,001 - $50,000

Mar 18, 2020

Reported on

Apr 06, 2020
---
----
VPU
VPU

Vanguard Utilities ETF

Sale

$15,001 - $50,000

Mar 18, 2020

Reported on

Apr 06, 2020
---
46.03%
VIG
VIG

Vanguard Div Appreciation ETF

Sale

$50,001 - $100,000

Mar 11, 2020

Reported on

Apr 06, 2020
---
82.49%
GSLC
GSLC

Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF

Sale

$50,001 - $100,000

Mar 11, 2020

Reported on

Apr 06, 2020
---
109.45%
SDY
SDY

SPDR S&P Dividend ETF

Sale

$15,001 - $50,000

Mar 11, 2020

Reported on

Apr 06, 2020
---
52.26%
TRV
TRV

Travelers Companies

Sale

$1,001 - $15,000

Mar 11, 2020

Reported on

Apr 06, 2020
---
135.33%
SDY
SDY

SPDR S&P Dividend ETF

Sale

$50,001 - $100,000

Mar 11, 2020

Reported on

Apr 06, 2020
---
52.26%
MMM
MMM

3M

Sale

$1,001 - $15,000

Mar 11, 2020

Reported on

Apr 06, 2020
---
17.00%
SDY
SDY

SPDR S&P Dividend ETF

Sale

$100,001 - $250,000

Mar 11, 2020

Reported on

Apr 06, 2020
---
52.26%
VIG
VIG

Vanguard Div Appreciation ETF

Sale

$15,001 - $50,000

Mar 11, 2020

Reported on

Apr 06, 2020
---
82.49%
VDC
VDC

Vanguard Consumer Staples ETF

Sale

$15,001 - $50,000

Mar 11, 2020

Reported on

Apr 06, 2020
---
51.00%
FDN
FDN

First Trust DJ Internet Index Fund

Sale

$50,001 - $100,000

Mar 10, 2020

Reported on

Apr 06, 2020
---
92.82%
VPU
VPU

Vanguard Utilities ETF

Sale

$15,001 - $50,000

Mar 10, 2020

Reported on

Apr 06, 2020
---
25.31%
VDC
VDC

Vanguard Consumer Staples ETF

Sale (Partial)

$15,001 - $50,000

Mar 10, 2020

Reported on

Apr 06, 2020
---
43.39%
FDL
FDL

First Trust Morningstar ETF

Sale

$15,001 - $50,000

Feb 26, 2020

Reported on

Mar 10, 2020
---
43.99%
VPU
VPU

Vanguard Utilities ETF

Purchase

$50,001 - $100,000

Feb 25, 2020

Reported on

Mar 10, 2020
---
16.79%
FDL
FDL

First Trust Morningstar ETF

Sale (Partial)

$15,001 - $50,000

Feb 25, 2020

Reported on

Mar 10, 2020
---
42.05%
VPU
VPU

Vanguard Utilities ETF

Purchase

$15,001 - $50,000

Feb 18, 2020

Reported on

Mar 10, 2020
---
11.94%
GSLC
GSLC

Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF

Purchase

$15,001 - $50,000

Feb 18, 2020

Reported on

Mar 10, 2020
---
71.97%
FDL
FDL

First Trust Morningstar ETF

Sale (Partial)

$15,001 - $50,000

Feb 18, 2020

Reported on

Mar 10, 2020
---
33.54%
FDL
FDL

First Trust Morningstar ETF

Sale

$1,001 - $15,000

Feb 18, 2020

Reported on

Mar 10, 2020
---
33.54%
SDY
SDY

SPDR S&P Dividend ETF

Purchase

$15,001 - $50,000

Feb 10, 2020

Reported on

Mar 10, 2020
---
24.32%
VPU
VPU

Vanguard Utilities ETF

Purchase

$15,001 - $50,000

Feb 10, 2020

Reported on

Mar 10, 2020
---
15.28%
GSLC
GSLC

Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF

Purchase

$15,001 - $50,000

Feb 10, 2020

Reported on

Mar 10, 2020
---
73.48%
DIA
DIA

SPDR Dow Jones Industrial Average ETF

Purchase

$1,001 - $15,000

Feb 10, 2020

Reported on

Mar 10, 2020
---
43.97%
QQQ
QQQ

Invesco QQQ Trust, Series 1

Purchase

$15,001 - $50,000

Feb 10, 2020

Reported on

Mar 10, 2020
---
127.11%
SPY
SPY

SPDR S&P 500

Purchase

$15,001 - $50,000

Feb 10, 2020

Reported on

Mar 10, 2020
---
77.57%
CSQ
CSQ

Calamos Strategic Total

Sale

$1,001 - $15,000

Feb 10, 2020

Reported on

Mar 10, 2020
---
21.78%
VPU
VPU

Vanguard Utilities ETF

Purchase

$15,001 - $50,000

Feb 10, 2020

Reported on

Mar 10, 2020
---
15.28%
VDC
VDC

Vanguard Consumer Staples ETF

Purchase

$15,001 - $50,000

Feb 10, 2020

Reported on

Mar 10, 2020
---
33.23%
VIG
VIG

Vanguard Div Appreciation ETF

Purchase

$15,001 - $50,000

Feb 10, 2020

Reported on

Mar 10, 2020
---
53.84%
GSLC
GSLC

Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF

Purchase

$15,001 - $50,000

Feb 10, 2020

Reported on

Mar 10, 2020
---
73.48%
IVZ
IVZ

Invesco

Purchase

$1,001 - $15,000

Jan 16, 2020

Reported on

Feb 07, 2020
---
-18.89%
IVZ
IVZ

Invesco

Sale

$1,001 - $15,000

Dec 12, 2019

Reported on

Feb 07, 2020
---
-16.37%
GSLC
GSLC

Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF

Purchase

$15,001 - $50,000

Dec 10, 2019

Reported on

Feb 07, 2020
---
85.52%
VPU
VPU

Vanguard Utilities ETF

Sale

$15,001 - $50,000

Dec 10, 2019

Reported on

Feb 07, 2020
Managed Account – Not Self-Directed
25.46%
GSLC
GSLC

Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF

Purchase

$1,001 - $15,000

Dec 03, 2019

Reported on

Feb 07, 2020
---
87.51%
VIG
VIG

Vanguard Div Appreciation ETF

Purchase

$15,001 - $50,000

Dec 03, 2019

Reported on

Feb 07, 2020
---
64.66%
VIG
VIG

Vanguard Div Appreciation ETF

Purchase

$15,001 - $50,000

Dec 03, 2019

Reported on

Feb 07, 2020
---
64.66%
GSLC
GSLC

Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF

Purchase

$15,001 - $50,000

Dec 03, 2019

Reported on

Feb 07, 2020
---
87.51%
SDY
SDY

SPDR S&P Dividend ETF

Purchase

$15,001 - $50,000

Dec 03, 2019

Reported on

Feb 07, 2020
---
27.68%
SDY
SDY

SPDR S&P Dividend ETF

Purchase

$15,001 - $50,000

Nov 07, 2019

Reported on

Dec 16, 2019
---
26.17%
SPY
SPY

SPDR S&P 500

Purchase

$15,001 - $50,000

Nov 07, 2019

Reported on

Dec 16, 2019
---
92.84%
VPU
VPU

Vanguard Utilities ETF

Sale (Partial)

$15,001 - $50,000

Nov 07, 2019

Reported on

Dec 16, 2019
---
27.04%
FDL
FDL

First Trust Morningstar ETF

Purchase

$15,001 - $50,000

Nov 07, 2019

Reported on

Dec 16, 2019
---
29.80%
SDY
SDY

SPDR S&P Dividend ETF

Purchase

$15,001 - $50,000

Oct 21, 2019

Reported on

Nov 12, 2019
---
28.95%
SDY
SDY

SPDR S&P Dividend ETF

Purchase

$50,001 - $100,000

Oct 21, 2019

Reported on

Nov 12, 2019
---
28.95%
SDY
SDY

SPDR S&P Dividend ETF

Purchase

$50,001 - $100,000

Oct 21, 2019

Reported on

Nov 12, 2019
---
28.95%
PNC
PNC

PNC Financial Services Gr

Sale

$1,001 - $15,000

Oct 10, 2019

Reported on

Nov 12, 2019
---
28.15%
VPU
VPU

Vanguard Utilities ETF

Purchase

$15,001 - $50,000

Oct 10, 2019

Reported on

Nov 12, 2019
---
22.83%
JNJ
JNJ

Johnson & Johnson

Sale

$1,001 - $15,000

Oct 10, 2019

Reported on

Nov 12, 2019
---
16.06%
PNC
PNC

PNC Financial Services Gr

Sale (Partial)

$1,001 - $15,000

Oct 10, 2019

Reported on

Nov 12, 2019
---
28.15%
XOM
XOM

Exxon Mobil

Sale

$1,001 - $15,000

Oct 10, 2019

Reported on

Nov 12, 2019
---
68.06%
ACN
ACN

Accenture

Sale

$15,001 - $50,000

Oct 10, 2019

Reported on

Nov 12, 2019
---
55.24%
FDN
FDN

First Trust DJ Internet Index Fund

Sale (Partial)

$15,001 - $50,000

Oct 10, 2019

Reported on

Nov 12, 2019
---
92.03%
VDC
VDC

Vanguard Consumer Staples ETF

Purchase

$1,001 - $15,000

Oct 10, 2019

Reported on

Nov 12, 2019
---
41.19%
FDL
FDL

First Trust Morningstar ETF

Purchase

$1,001 - $15,000

Oct 10, 2019

Reported on

Nov 12, 2019
---
38.32%
DIA
DIA

SPDR Dow Jones Industrial Average ETF

Sale

$50,001 - $100,000

Oct 10, 2019

Reported on

Nov 12, 2019
---
59.15%
FDL
FDL

First Trust Morningstar ETF

Purchase

$15,001 - $50,000

Oct 10, 2019

Reported on

Nov 12, 2019
---
38.32%
SDY
SDY

SPDR S&P Dividend ETF

Purchase

$1,001 - $15,000

Oct 10, 2019

Reported on

Nov 12, 2019
---
33.66%
NEE
NEE

NextEra Energy

Sale

$15,001 - $50,000

Oct 10, 2019

Reported on

Nov 12, 2019
---
23.33%
SPY
SPY

SPDR S&P 500

Sale (Partial)

$15,001 - $50,000

Oct 10, 2019

Reported on

Nov 12, 2019
---
102.66%
DD
DD

DuPont de Nemours

Sale

$1,001 - $15,000

Oct 10, 2019

Reported on

Nov 12, 2019
---
4.81%
JNJ
JNJ

Johnson & Johnson

Sale (Partial)

$1,001 - $15,000

Oct 10, 2019

Reported on

Nov 12, 2019
---
16.06%
VDC
VDC

Vanguard Consumer Staples ETF

Purchase

$15,001 - $50,000

Sep 26, 2019

Reported on

Oct 08, 2019
---
39.95%
VPU
VPU

Vanguard Utilities ETF

Purchase

$50,001 - $100,000

Sep 26, 2019

Reported on

Oct 08, 2019
---
21.31%
AMZN
AMZN

Amazon.com

Sale

$15,001 - $50,000

Sep 26, 2019

Reported on

Oct 08, 2019
---
141.05%
SPY
SPY

SPDR S&P 500

Purchase

$15,001 - $50,000

Aug 14, 2019

Reported on

Sep 17, 2019
---
109.33%
VDC
VDC

Vanguard Consumer Staples ETF

Purchase

$50,001 - $100,000

Aug 14, 2019

Reported on

Sep 17, 2019
---
45.93%
CTVA
CTVA

Corteva

Sale

$1,001 - $15,000

Aug 06, 2019

Reported on

Sep 17, 2019
---
145.32%
WMT
WMT

Walmart

Sale

$15,001 - $50,000

Aug 06, 2019

Reported on

Sep 17, 2019
---
168.82%
DOW
DOW

Dow

Sale

$1,001 - $15,000

Aug 06, 2019

Reported on

Sep 17, 2019
---
-37.52%
WM
WM

Waste Management

Sale

$1,001 - $15,000

Aug 06, 2019

Reported on

Sep 17, 2019
---
99.78%
FDL
FDL

First Trust Morningstar ETF

Purchase

$15,001 - $50,000

Aug 06, 2019

Reported on

Sep 17, 2019
---
41.29%
FDL
FDL

First Trust Morningstar ETF

Purchase

$15,001 - $50,000

Aug 06, 2019

Reported on

Sep 17, 2019
---
41.29%
KO
KO

Coca-Cola

Sale

$15,001 - $50,000

Jul 26, 2019

Reported on

Aug 05, 2019
---
27.08%
VDC
VDC

Vanguard Consumer Staples ETF

Purchase

$50,001 - $100,000

Jul 24, 2019

Reported on

Aug 05, 2019
---
43.15%
VPU
VPU

Vanguard Utilities ETF

Sale

$1,001 - $15,000

Jul 24, 2019

Reported on

Aug 05, 2019
Managed Account – Not Self-Directed
31.13%
VDC
VDC

Vanguard Consumer Staples ETF

Purchase

$15,001 - $50,000

Jul 24, 2019

Reported on

Aug 05, 2019
---
43.15%
VDC
VDC

Vanguard Consumer Staples ETF

Purchase

$50,001 - $100,000

Jul 24, 2019

Reported on

Aug 05, 2019
---
43.15%
SPG
SPG

Simon Property Group

Sale

$1,001 - $15,000

Jul 23, 2019

Reported on

Aug 05, 2019
---
-0.62%
-

Jpmorgan Federal Money

Purchase

$1,001 - $15,000

Jun 21, 2019

Reported on

Jul 08, 2019
Managed Account – Not Self-Directed
----
-

Bofa Fin LLC 0% Edp Mkt Lkd

Sale

$50,001 - $100,000

Jun 03, 2019

Reported on

Jul 08, 2019
Bofa Fin Llc 0% Edp Mkt Lkd Stp Nts Lkd Euro Stoxx 50 Indx 05/31/2019 Cpn 0.000% Due
----
DIS
DIS

Walt Disney

Purchase

$1,001 - $15,000

Apr 18, 2019

Reported on

May 06, 2019
Managed Account – Not Self-Directed
-11.19%
BDX
BDX

Becton, Dickinson

Purchase

$1,001 - $15,000

Apr 18, 2019

Reported on

May 06, 2019
---
-24.20%
AAPL
AAPL

Apple

Purchase

$1,001 - $15,000

Apr 18, 2019

Reported on

May 06, 2019
---
294.39%
INTU
INTU

Intuit

Sale (Partial)

$1,001 - $15,000

Apr 18, 2019

Reported on

May 06, 2019
---
195.28%
VZ
VZ

Verizon Communications

Sale (Partial)

$1,001 - $15,000

Apr 18, 2019

Reported on

May 06, 2019
---
-28.15%
PFE
PFE

Pfizer

Sale (Partial)

$1,001 - $15,000

Apr 18, 2019

Reported on

May 06, 2019
---
-35.75%
HD
HD

Home Depot

Sale (Partial)

$1,001 - $15,000

Apr 18, 2019

Reported on

May 06, 2019
---
70.00%
JPM
JPM

JPMorgan Chase

Purchase

$1,001 - $15,000

Apr 18, 2019

Reported on

May 06, 2019
---
142.38%
ADP
ADP

Automatic Data Processing

Sale (Partial)

$1,001 - $15,000

Apr 18, 2019

Reported on

May 06, 2019
---
88.54%
GOOGL
GOOGL

Alphabet

Purchase

$15,001 - $50,000

Apr 04, 2019

Reported on

May 06, 2019
---
173.30%
UNH
UNH

UnitedHealth Group

Sale (Partial)

$1,001 - $15,000

Apr 04, 2019

Reported on

May 06, 2019
---
22.08%
JNJ
JNJ

Johnson & Johnson

Sale (Partial)

$1,001 - $15,000

Apr 04, 2019

Reported on

May 06, 2019
---
10.49%
T
T

AT&T

Purchase

$15,001 - $50,000

Mar 25, 2019

Reported on

Apr 02, 2019
---
19.57%
GE
GE

General Electric

Purchase

$1,001 - $15,000

Mar 25, 2019

Reported on

Apr 02, 2019
---
386.62%
TRV
TRV

Travelers Companies

Purchase

$1,001 - $15,000

Mar 04, 2019

Reported on

Apr 02, 2019
Managed Account – Not Self-Directed
100.51%
XOM
XOM

Exxon Mobil

Purchase

$1,001 - $15,000

Mar 04, 2019

Reported on

Apr 02, 2019
---
42.82%
-

R2000 Arn Issuer Sek Cap

Sale

$15,001 - $50,000

Feb 22, 2019

Reported on

Mar 05, 2019
R2000 Arn Issuer Sek Cap 11.55% Sv 1,547.107 Due 02/22/19 Redemption
----
-

Sx5E Clirn Issuer Bofa Cap

Sale

$50,001 - $100,000

Feb 22, 2019

Reported on

Mar 05, 2019
Sx5E Clirn Issuer Bofa Cap 25.90% Sv 3,333.96 Due 02/22/19
----
-

Sp500 Clirn Issuer Bofa Cap

Purchase

$15,001 - $50,000

Feb 21, 2019

Reported on

Mar 05, 2019
Sp500 Clirn Issuer Bofa Cap 9.00% Sv 2,774.88 Due 04/24/20
----
-

Sp500 Clirn Issuer Bofa Cap

Purchase

$50,001 - $100,000

Feb 21, 2019

Reported on

Mar 05, 2019
Sp500 Clirn Issuer Bofa Cap 9.00% Sv 2,774.88 Due 04/24/20
----
XOM
XOM

Exxon Mobil

Sale (Partial)

$1,001 - $15,000

Jan 31, 2019

Reported on

Mar 04, 2019
---
56.52%
TRV
TRV

Travelers Companies

Sale (Partial)

$1,001 - $15,000

Jan 31, 2019

Reported on

Mar 04, 2019
---
111.07%
ZTS
ZTS

Zoetis

Purchase

$1,001 - $15,000

Jan 08, 2019

Reported on

Mar 04, 2019
Managed Account – Not Self-Directed
81.62%
WMT
WMT

Walmart

Purchase

$1,001 - $15,000

Jan 08, 2019

Reported on

Mar 04, 2019
---
202.90%
MSFT
MSFT

Microsoft

Purchase

$1,001 - $15,000

Jan 08, 2019

Reported on

Mar 04, 2019
---
364.40%
PEP
PEP

PepsiCo

Sale (Partial)

$1,001 - $15,000

Jan 08, 2019

Reported on

Mar 04, 2019
---
16.72%
AAPL
AAPL

Apple

Sale (Partial)

$1,001 - $15,000

Jan 08, 2019

Reported on

Mar 04, 2019
---
433.33%
INTU
INTU

Intuit

Purchase

$1,001 - $15,000

Jan 08, 2019

Reported on

Mar 04, 2019
---
273.55%
JNJ
JNJ

Johnson & Johnson

Sale (Partial)

$1,001 - $15,000

Jan 08, 2019

Reported on

Mar 04, 2019
---
15.26%
SPG
SPG

Simon Property Group

Sale (Partial)

$1,001 - $15,000

Jan 04, 2019

Reported on

Mar 04, 2019
---
-6.04%
XOM
XOM

Exxon Mobil

Sale (Partial)

$1,001 - $15,000

Jan 04, 2019

Reported on

Mar 04, 2019
---
61.21%
NOC
NOC

Northrop Grumman

Sale (Partial)

$1,001 - $15,000

Jan 04, 2019

Reported on

Mar 04, 2019
---
----
SPY
SPY

SPDR S&P 500

Purchase

$1,001 - $15,000

Dec 24, 2018

Reported on

Jan 03, 2019
---
153.60%
BNS
BNS

Bank of Nova Scotia

Sale

$1,001 - $15,000

Dec 24, 2018

Reported on

Jan 03, 2019
---
10.28%
FDN
FDN

First Trust DJ Internet Index Fund

Purchase

$1,001 - $15,000

Dec 24, 2018

Reported on

Jan 03, 2019
---
136.57%
QQQ
QQQ

Invesco QQQ Trust, Series 1

Purchase

$1,001 - $15,000

Dec 24, 2018

Reported on

Jan 03, 2019
---
267.13%
VCR
VCR

Vanguard Consumer Discretion ETF

Sale

$15,001 - $50,000

Dec 24, 2018

Reported on

Jan 03, 2019
---
151.82%
DIA
DIA

SPDR Dow Jones Industrial Average ETF

Purchase

$1,001 - $15,000

Dec 24, 2018

Reported on

Jan 03, 2019
---
93.38%
PFE
PFE

Pfizer

Purchase

$1,001 - $15,000

Dec 21, 2018

Reported on

Jan 03, 2019
---
-39.65%
WM
WM

Waste Management

Purchase

$1,001 - $15,000

Dec 21, 2018

Reported on

Jan 03, 2019
Managed Account – Not Self-Directed
163.54%
AEP
AEP

American Electric Power

Purchase

$1,001 - $15,000

Dec 21, 2018

Reported on

Jan 03, 2019
---
33.13%
AXP
AXP

American Express

Sale (Partial)

$1,001 - $15,000

Dec 21, 2018

Reported on

Jan 03, 2019
---
226.94%
BNS
BNS

Bank of Nova Scotia

Sale (Partial)

$1,001 - $15,000

Dec 21, 2018

Reported on

Jan 03, 2019
---
9.61%
VZ
VZ

Verizon Communications

Purchase

$1,001 - $15,000

Dec 21, 2018

Reported on

Jan 03, 2019
---
-24.07%
T
T

AT&T

Sale

$15,001 - $50,000

Dec 17, 2018

Reported on

Jan 03, 2019
---
23.22%
QQQ
QQQ

Invesco QQQ Trust, Series 1

Purchase

$1,001 - $15,000

Nov 21, 2018

Reported on

Dec 05, 2018
---
228.51%
SPY
SPY

SPDR S&P 500

Purchase

$15,001 - $50,000

Nov 21, 2018

Reported on

Dec 05, 2018
---
124.24%
DIA
DIA

SPDR Dow Jones Industrial Average ETF

Purchase

$15,001 - $50,000

Nov 21, 2018

Reported on

Dec 05, 2018
---
72.39%
PFE
PFE

Pfizer

Sale (Partial)

$1,001 - $15,000

Nov 21, 2018

Reported on

Dec 05, 2018
---
-41.29%
SPG
SPG

Simon Property Group

Purchase

$1,001 - $15,000

Nov 21, 2018

Reported on

Dec 05, 2018
---
-14.07%
BDX
BDX

Becton, Dickinson

Purchase

$1,001 - $15,000

Nov 21, 2018

Reported on

Dec 05, 2018
---
-28.63%
AEP
AEP

American Electric Power

Sale (Partial)

$1,001 - $15,000

Nov 21, 2018

Reported on

Dec 05, 2018
---
34.50%
FDN
FDN

First Trust DJ Internet Index Fund

Purchase

$1,001 - $15,000

Nov 21, 2018

Reported on

Dec 05, 2018
---
114.69%
SYK
SYK

Stryker

Sale (Partial)

$1,001 - $15,000

Nov 21, 2018

Reported on

Dec 05, 2018
---
128.53%
WMT
WMT

Walmart

Sale (Partial)

$1,001 - $15,000

Nov 02, 2018

Reported on

Dec 05, 2018
---
184.55%
VZ
VZ

Verizon Communications

Sale (Partial)

$1,001 - $15,000

Nov 02, 2018

Reported on

Dec 05, 2018
---
-26.36%
MCD
MCD

McDonald's

Sale (Partial)

$1,001 - $15,000

Nov 02, 2018

Reported on

Dec 05, 2018
---
62.64%
PEP
PEP

PepsiCo

Sale (Partial)

$1,001 - $15,000

Nov 02, 2018

Reported on

Dec 05, 2018
---
16.10%
NOC
NOC

Northrop Grumman

Purchase

$1,001 - $15,000

Nov 02, 2018

Reported on

Dec 05, 2018
---
----
JPM
JPM

JPMorgan Chase

Purchase

$1,001 - $15,000

Nov 02, 2018

Reported on

Dec 05, 2018
---
153.74%
HD
HD

Home Depot

Purchase

$1,001 - $15,000

Nov 02, 2018

Reported on

Dec 05, 2018
---
94.31%
NEE
NEE

NextEra Energy

Sale (Partial)

$1,001 - $15,000

Nov 02, 2018

Reported on

Dec 05, 2018
---
70.16%
DIS
DIS

Walt Disney

Purchase

$1,001 - $15,000

Nov 02, 2018

Reported on

Dec 05, 2018
---
2.13%
WM
WM

Waste Management

Sale (Partial)

$1,001 - $15,000

Nov 02, 2018

Reported on

Dec 05, 2018
Managed Account – Not Self-Directed
166.60%
JNJ
JNJ

Johnson & Johnson

Purchase

$1,001 - $15,000

Nov 02, 2018

Reported on

Dec 05, 2018
---
6.48%
AMZN
AMZN

Amazon.com

Purchase

$15,001 - $50,000

Oct 26, 2018

Reported on

Nov 12, 2018
---
155.28%
PNC
PNC

PNC Financial Services Gr

Sale (Partial)

$1,001 - $15,000

Oct 26, 2018

Reported on

Nov 12, 2018
---
48.51%
IBM
IBM

IBM

Sale

$1,001 - $15,000

Oct 26, 2018

Reported on

Nov 12, 2018
---
135.72%
AAPL
AAPL

Apple

Sale (Partial)

$1,001 - $15,000

Oct 26, 2018

Reported on

Nov 12, 2018
---
271.71%
NOC
NOC

Northrop Grumman

Sale (Partial)

$1,001 - $15,000

Oct 26, 2018

Reported on

Nov 12, 2018
---
----
IBM
IBM

IBM

Sale (Partial)

$1,001 - $15,000

Oct 25, 2018

Reported on

Nov 12, 2018
---
132.63%
DIA
DIA

SPDR Dow Jones Industrial Average ETF

Purchase

$1,001 - $15,000

Oct 16, 2018

Reported on

Nov 12, 2018
---
63.52%
SPY
SPY

SPDR S&P 500

Purchase

$1,001 - $15,000

Oct 16, 2018

Reported on

Nov 12, 2018
---
111.94%
FDN
FDN

First Trust DJ Internet Index Fund

Purchase

$1,001 - $15,000

Oct 16, 2018

Reported on

Nov 12, 2018
---
93.04%
QQQ
QQQ

Invesco QQQ Trust, Series 1

Purchase

$15,001 - $50,000

Oct 11, 2018

Reported on

Nov 12, 2018
---
210.63%
SPY
SPY

SPDR S&P 500

Purchase

$15,001 - $50,000

Oct 11, 2018

Reported on

Nov 12, 2018
---
118.35%
GE
GE

General Electric

Purchase

$1,001 - $15,000

Sep 27, 2018

Reported on

Oct 04, 2018
---
333.79%
MSFT
MSFT

Microsoft

Sale (Partial)

$1,001 - $15,000

Aug 30, 2018

Reported on

Sep 04, 2018
---
326.44%
GE
GE

General Electric

Sale

$15,001 - $50,000

Aug 30, 2018

Reported on

Sep 04, 2018
---
291.67%
EMR
EMR

Emerson Electric

Sale (Partial)

$1,001 - $15,000

Aug 30, 2018

Reported on

Sep 04, 2018
---
68.06%
KO
KO

Coca-Cola

Sale (Partial)

$1,001 - $15,000

Aug 30, 2018

Reported on

Sep 04, 2018
---
53.15%
DE
DE

Deere

Sale (Partial)

$1,001 - $15,000

Aug 30, 2018

Reported on

Sep 04, 2018
---
263.79%
-

Sp500 Arn Issuer Bofa Cap

Sale (Partial)

$50,001 - $100,000

Jul 27, 2018

Reported on

Aug 10, 2018
Sp500 Arn Issuer Bofa Cap 10.00% Sv 2,415.07 Due 07/27/18 Redemption
----
-

Generation Pk Mgmt Dist

Sale

$50,001 - $100,000

Jul 13, 2018

Reported on

Aug 10, 2018
Generation Pk Mgmt Dist Tex Ultd Tax Rd A Oid Apr16 03.750%Sep01 2036
----
-

Hartford Growth

Purchase

$15,001 - $50,000

Jul 12, 2018

Reported on

Aug 10, 2018
Hartford Growth Opportunities Fd
----
-

First Tr Exchange Traded

Purchase

$1,001 - $15,000

Jul 12, 2018

Reported on

Aug 10, 2018
First Tr Exchange Traded Fd Dow Jones In
----
BNS
BNS

Bank of Nova Scotia

Sale (Partial)

$1,001 - $15,000

Jun 28, 2018

Reported on

Jul 09, 2018
---
-4.29%
TRV
TRV

Travelers Companies

Sale (Partial)

$1,001 - $15,000

Jun 28, 2018

Reported on

Jul 09, 2018
---
116.40%
MMM
MMM

3M

Sale (Partial)

$1,001 - $15,000

Jun 21, 2018

Reported on

Jul 09, 2018
---
-11.89%
V
V

Visa

Sale (Partial)

$1,001 - $15,000

Jun 21, 2018

Reported on

Jul 09, 2018
Managed Account – Not Self-Directed
151.67%
INTU
INTU

Intuit

Purchase

$1,001 - $15,000

Jun 21, 2018

Reported on

Jul 09, 2018
---
262.79%
NOC
NOC

Northrop Grumman

Sale (Partial)

$1,001 - $15,000

Jun 21, 2018

Reported on

Jul 09, 2018
---
----
TJX
TJX

TJX Companies

Purchase

$1,001 - $15,000

Jun 21, 2018

Reported on

Jul 09, 2018
---
156.52%
ADP
ADP

Automatic Data Processing

Sale (Partial)

$1,001 - $15,000

May 07, 2018

Reported on

Jun 04, 2018
---
143.90%
NOC
NOC

Northrop Grumman

Purchase

$1,001 - $15,000

May 07, 2018

Reported on

Jun 04, 2018
---
----
NEE
NEE

NextEra Energy

Sale (Partial)

$1,001 - $15,000

May 07, 2018

Reported on

Jun 04, 2018
---
75.16%
DEO
DEO

Diageo

Purchase

$1,001 - $15,000

May 01, 2018

Reported on

Jun 04, 2018
---
-28.98%
PEP
PEP

PepsiCo

Purchase

$1,001 - $15,000

May 01, 2018

Reported on

Jun 04, 2018
---
30.20%
DIS
DIS

Walt Disney

Purchase

$1,001 - $15,000

May 01, 2018

Reported on

Jun 04, 2018
Managed Account – Not Self-Directed
17.56%
PG
PG

Procter & Gamble

Sale

$1,001 - $15,000

Apr 25, 2018

Reported on

May 10, 2018
---
120.03%
PG
PG

Procter & Gamble

Sale (Partial)

$1,001 - $15,000

Apr 24, 2018

Reported on

May 10, 2018
---
119.42%
PG
PG

Procter & Gamble

Sale (Partial)

$1,001 - $15,000

Apr 23, 2018

Reported on

May 10, 2018
---
117.92%
MO
MO

Altria Group

Sale

$1,001 - $15,000

Apr 23, 2018

Reported on

May 10, 2018
---
5.62%
NOC
NOC

Northrop Grumman

Purchase

$1,001 - $15,000

Apr 23, 2018

Reported on

May 10, 2018
---
----
SYK
SYK

Stryker

Purchase

$1,001 - $15,000

Apr 23, 2018

Reported on

May 10, 2018
---
125.18%
VPU
VPU

Vanguard Utilities ETF

Purchase

$1,001 - $15,000

Apr 11, 2018

Reported on

May 10, 2018
Managed Account – Not Self-Directed
57.54%
D
D

Dominion Energy

Sale

$1,001 - $15,000

Mar 14, 2018

Reported on

Apr 03, 2018
---
-26.25%
D
D

Dominion Energy

Sale

$1,001 - $15,000

Mar 13, 2018

Reported on

Apr 03, 2018
---
-25.73%
TRV
TRV

Travelers Companies

Purchase

$1,001 - $15,000

Mar 13, 2018

Reported on

Apr 03, 2018
---
88.34%
D
D

Dominion Energy

Sale

$1,001 - $15,000

Mar 12, 2018

Reported on

Apr 03, 2018
---
-25.70%
TRV
TRV

Travelers Companies

Purchase

$1,001 - $15,000

Mar 12, 2018

Reported on

Apr 03, 2018
---
87.28%
D
D

Dominion Energy

Sale

$1,001 - $15,000

Mar 09, 2018

Reported on

Apr 03, 2018
---
-25.59%
TRV
TRV

Travelers Companies

Purchase

$1,001 - $15,000

Mar 09, 2018

Reported on

Apr 03, 2018
---
86.21%
TRV
TRV

Travelers Companies

Purchase

$1,001 - $15,000

Mar 08, 2018

Reported on

Apr 03, 2018
Managed Account – Not Self-Directed
89.72%
D
D

Dominion Energy

Sale

$1,001 - $15,000

Mar 08, 2018

Reported on

Apr 03, 2018
---
-25.55%
JPM
JPM

JPMorgan Chase

Sale

$1,001 - $15,000

Mar 08, 2018

Reported on

Apr 03, 2018
---
139.67%
VZ
VZ

Verizon Communications

Sale

$1,001 - $15,000

Feb 26, 2018

Reported on

Mar 02, 2018
---
-15.05%
PFE
PFE

Pfizer

Sale

$1,001 - $15,000

Feb 26, 2018

Reported on

Mar 02, 2018
---
-31.78%
XOM
XOM

Exxon Mobil

Sale

$1,001 - $15,000

Feb 26, 2018

Reported on

Mar 02, 2018
---
45.48%
AAPL
AAPL

Apple

Purchase

$1,001 - $15,000

Feb 26, 2018

Reported on

Mar 02, 2018
---
349.24%
UNH
UNH

UnitedHealth Group

Sale

$1,001 - $15,000

Feb 26, 2018

Reported on

Mar 02, 2018
---
29.03%
NOC
NOC

Northrop Grumman

Purchase

$1,001 - $15,000

Feb 26, 2018

Reported on

Mar 02, 2018
---
----
ZTS
ZTS

Zoetis

Purchase

$1,001 - $15,000

Feb 26, 2018

Reported on

Mar 02, 2018
Managed Account – Not Self-Directed
88.68%
SYK
SYK

Stryker

Purchase

$1,001 - $15,000

Feb 26, 2018

Reported on

Mar 06, 2018
Managed Account – Not Self-Directed
126.55%
SYK
SYK

Stryker

Purchase

$1,001 - $15,000

Feb 26, 2018

Reported on

Mar 02, 2018
---
126.55%
ACN
ACN

Accenture

Purchase

$1,001 - $15,000

Feb 26, 2018

Reported on

Mar 02, 2018
---
73.22%
FDN
FDN

First Trust DJ Internet Index Fund

Purchase

$1,001 - $15,000

Feb 14, 2018

Reported on

Mar 02, 2018
---
109.92%
DIA
DIA

SPDR Dow Jones Industrial Average ETF

Purchase

$1,001 - $15,000

Feb 13, 2018

Reported on

Mar 02, 2018
---
71.05%
SPY
SPY

SPDR S&P 500

Purchase

$1,001 - $15,000

Feb 13, 2018

Reported on

Mar 02, 2018
---
123.41%
MSFT
MSFT

Microsoft

Purchase

$1,001 - $15,000

Feb 07, 2018

Reported on

Mar 02, 2018
---
432.75%
V
V

Visa

Purchase

$1,001 - $15,000

Feb 07, 2018

Reported on

Mar 02, 2018
---
182.97%
MET
MET

MetLife

Sale

$1,001 - $15,000

Feb 01, 2018

Reported on

Mar 02, 2018
---
65.06%
MET
MET

MetLife

Sale

$1,001 - $15,000

Jan 31, 2018

Reported on

Feb 02, 2018
---
64.78%
BAC
BAC

Bank of America

Sale

$15,001 - $50,000

Jan 22, 2018

Reported on

Feb 02, 2018
---
42.45%
GE
GE

General Electric

Purchase

$15,001 - $50,000

Jan 22, 2018

Reported on

Feb 02, 2018
---
209.32%
ACN
ACN

Accenture

Purchase

$1,001 - $15,000

Jan 16, 2018

Reported on

Feb 02, 2018
---
80.66%
PM
PM

Philip Morris Intl

Sale

$1,001 - $15,000

Jan 16, 2018

Reported on

Feb 02, 2018
---
74.78%
WM
WM

Waste Management

Purchase

$1,001 - $15,000

Jan 16, 2018

Reported on

Feb 02, 2018
---
163.09%
ADP
ADP

Automatic Data Processing

Purchase

$1,001 - $15,000

Jan 16, 2018

Reported on

Feb 02, 2018
---
156.52%
ZTS
ZTS

Zoetis

Purchase

$1,001 - $15,000

Jan 16, 2018

Reported on

Feb 02, 2018
---
108.06%
INTC
INTC

Intel

Sale

$1,001 - $15,000

Jan 16, 2018

Reported on

Feb 02, 2018
---
-51.14%
ADP
ADP

Automatic Data Processing

Purchase

$1,001 - $15,000

Jan 12, 2018

Reported on

Feb 02, 2018
---
158.51%
KO
KO

Coca-Cola

Sale

$15,001 - $50,000

Jan 12, 2018

Reported on

Feb 02, 2018
---
49.17%
ACN
ACN

Accenture

Purchase

$1,001 - $15,000

Jan 12, 2018

Reported on

Feb 02, 2018
---
78.23%
PEP
PEP

PepsiCo

Purchase

$1,001 - $15,000

Jan 12, 2018

Reported on

Feb 02, 2018
---
9.96%
XOM
XOM

Exxon Mobil

Purchase

$1,001 - $15,000

Jan 12, 2018

Reported on

Feb 02, 2018
---
31.06%
MO
MO

Altria Group

Purchase

$1,001 - $15,000

Jan 12, 2018

Reported on

Feb 02, 2018
---
-14.16%
INTC
INTC

Intel

Sale

$1,001 - $15,000

Jan 12, 2018

Reported on

Feb 02, 2018
---
-51.25%
OXY
OXY

Occidental Petroleum

Sale

$1,001 - $15,000

Jan 12, 2018

Reported on

Feb 02, 2018
---
-40.38%
KHC
KHC

Kraft Heinz

Sale

$1,001 - $15,000

Jan 12, 2018

Reported on

Feb 02, 2018
---
-66.65%
HD
HD

Home Depot

Sale

$1,001 - $15,000

Jan 12, 2018

Reported on

Feb 02, 2018
---
78.00%
D
D

Dominion Energy

Sale

$1,001 - $15,000

Jan 12, 2018

Reported on

Feb 02, 2018
---
-28.60%
ZTS
ZTS

Zoetis

Purchase

$1,001 - $15,000

Jan 12, 2018

Reported on

Feb 02, 2018
Managed Account – Not Self-Directed
108.48%
WM
WM

Waste Management

Purchase

$1,001 - $15,000

Jan 12, 2018

Reported on

Feb 02, 2018
---
162.76%
AEP
AEP

American Electric Power

Sale

$1,001 - $15,000

Jan 12, 2018

Reported on

Feb 02, 2018
---
50.83%
PM
PM

Philip Morris Intl

Sale

$15,001 - $50,000

Jan 12, 2018

Reported on

Feb 02, 2018
---
75.40%
DEO
DEO

Diageo

Purchase

$1,001 - $15,000

Dec 12, 2017

Reported on

Jan 04, 2018
---
-28.37%
DEO
DEO

Diageo

Purchase

$1,001 - $15,000

Dec 11, 2017

Reported on

Jan 04, 2018
---
-28.91%
SPG
SPG

Simon Property Group

Sale

$1,001 - $15,000

Dec 08, 2017

Reported on

Jan 04, 2018
---
-3.07%
KO
KO

Coca-Cola

Sale

$1,001 - $15,000

Dec 08, 2017

Reported on

Jan 04, 2018
---
51.93%
WMT
WMT

Walmart

Sale

$1,001 - $15,000

Dec 08, 2017

Reported on

Jan 04, 2018
Managed Account – Not Self-Directed
198.66%
DEO
DEO

Diageo

Purchase

$1,001 - $15,000

Dec 08, 2017

Reported on

Jan 04, 2018
---
-28.98%
UNH
UNH

UnitedHealth Group

Purchase

$1,001 - $15,000

Dec 08, 2017

Reported on

Jan 04, 2018
---
34.88%
PM
PM

Philip Morris Intl

Sale

$1,001 - $15,000

Dec 08, 2017

Reported on

Jan 04, 2018
---
71.96%
T
T

AT&T

Purchase

$1,001 - $15,000

Nov 30, 2017

Reported on

Dec 06, 2017
---
1.13%
TRMB
TRMB

Trimble

Sale

$1,001 - $15,000

Nov 30, 2017

Reported on

Dec 06, 2017
Managed Account – Not Self-Directed
71.02%
CSCO
CSCO

Cisco Systems

Sale

$1,001 - $15,000

Nov 20, 2017

Reported on

Dec 06, 2017
---
81.70%
NOC
NOC

Northrop Grumman

Purchase

$1,001 - $15,000

Nov 15, 2017

Reported on

Dec 06, 2017
---
----
GE
GE

General Electric

Sale

$1,001 - $15,000

Nov 15, 2017

Reported on

Dec 06, 2017
---
173.91%
KHC
KHC

Kraft Heinz

Sale

$1,001 - $15,000

Nov 03, 2017

Reported on

Dec 06, 2017
---
-66.92%
JPM
JPM

JPMorgan Chase

Sale

$1,001 - $15,000

Oct 17, 2017

Reported on

Nov 04, 2017
---
181.70%
UNH
UNH

UnitedHealth Group

Sale

$1,001 - $15,000

Oct 17, 2017

Reported on

Nov 04, 2017
---
48.12%
AXP
AXP

American Express

Sale

$1,001 - $15,000

Oct 17, 2017

Reported on

Nov 04, 2017
---
225.65%
DIS
DIS

Walt Disney

Sale

$1,001 - $15,000

Oct 04, 2017

Reported on

Nov 04, 2017
Managed Account – Not Self-Directed
16.99%
PNC
PNC

PNC Financial Services Gr

Purchase

$15,001 - $50,000

Oct 04, 2017

Reported on

Nov 04, 2017
---
32.11%
USB
USB

U.S. Bancorp

Sale

$1,001 - $15,000

Oct 02, 2017

Reported on

Nov 04, 2017
---
-18.99%
BNS
BNS

Bank of Nova Scotia

Purchase

$1,001 - $15,000

Sep 26, 2017

Reported on

Oct 05, 2017
---
-15.53%
BNS
BNS

Bank of Nova Scotia

Purchase

$1,001 - $15,000

Sep 25, 2017

Reported on

Oct 05, 2017
---
-15.89%
XOM
XOM

Exxon Mobil

Sale

$1,001 - $15,000

Sep 22, 2017

Reported on

Oct 05, 2017
---
43.52%
USB
USB

U.S. Bancorp

Sale

$1,001 - $15,000

Sep 22, 2017

Reported on

Oct 05, 2017
Managed Account – Not Self-Directed
-19.34%
MET
MET

MetLife

Sale

$1,001 - $15,000

Sep 22, 2017

Reported on

Oct 05, 2017
---
56.73%
OXY
OXY

Occidental Petroleum

Sale

$1,001 - $15,000

Sep 22, 2017

Reported on

Oct 05, 2017
---
-27.50%
BNS
BNS

Bank of Nova Scotia

Purchase

$1,001 - $15,000

Sep 22, 2017

Reported on

Oct 05, 2017
---
-16.18%
CVS
CVS

CVS Health

Sale

$1,001 - $15,000

Aug 25, 2017

Reported on

Oct 04, 2017
---
-11.65%
PM
PM

Philip Morris Intl

Purchase

$1,001 - $15,000

Aug 25, 2017

Reported on

Oct 04, 2017
---
59.66%
KO
KO

Coca-Cola

Purchase

$1,001 - $15,000

Aug 25, 2017

Reported on

Oct 04, 2017
---
51.06%
CVS
CVS

CVS Health

Sale

$1,001 - $15,000

Aug 24, 2017

Reported on

Oct 04, 2017
---
-11.70%
PM
PM

Philip Morris Intl

Purchase

$1,001 - $15,000

Aug 24, 2017

Reported on

Oct 04, 2017
---
60.05%
KO
KO

Coca-Cola

Purchase

$1,001 - $15,000

Aug 24, 2017

Reported on

Oct 04, 2017
---
51.60%
MET
MET

MetLife

Sale

$1,001 - $15,000

Aug 09, 2017

Reported on

Oct 04, 2017
---
63.96%
V
V

Visa

Purchase

$15,001 - $50,000

Aug 09, 2017

Reported on

Oct 04, 2017
Managed Account – Not Self-Directed
235.32%
BHF
BHF

Brighthouse Finl

Sale

$1,001 - $15,000

Aug 09, 2017

Reported on

Oct 04, 2017
---
3.77%
IBM
IBM

IBM

Sale

$1,001 - $15,000

Aug 09, 2017

Reported on

Oct 04, 2017
---
107.49%
INTC
INTC

Intel

Sale

$1,001 - $15,000

Aug 09, 2017

Reported on

Oct 04, 2017
---
-42.39%
BHF
BHF

Brighthouse Finl

Sale

$1,001 - $15,000

Aug 08, 2017

Reported on

Oct 04, 2017
---
3.44%
JPM
JPM

JPMorgan Chase

Sale

$1,001 - $15,000

Aug 07, 2017

Reported on

Oct 04, 2017
---
192.49%
MSFT
MSFT

Microsoft

Sale

$1,001 - $15,000

Jul 18, 2017

Reported on

Aug 02, 2017
---
551.30%
VZ
VZ

Verizon Communications

Purchase

$1,001 - $15,000

Jul 18, 2017

Reported on

Aug 02, 2017
---
-3.83%
MMM
MMM

3M

Sale

$1,001 - $15,000

Jul 18, 2017

Reported on

Aug 02, 2017
---
-18.48%
SPG
SPG

Simon Property Group

Sale

$1,001 - $15,000

Jul 18, 2017

Reported on

Aug 02, 2017
---
-1.60%
MCD
MCD

McDonald's

Sale

$1,001 - $15,000

Jul 18, 2017

Reported on

Aug 02, 2017
---
86.71%
DD
DD

DuPont de Nemours

Sale

$1,001 - $15,000

Jul 18, 2017

Reported on

Aug 02, 2017
---
-14.45%
GE
GE

General Electric

Sale

$1,001 - $15,000

Jul 18, 2017

Reported on

Aug 02, 2017
---
86.00%
SLB
SLB

Schlumberger

Sale

$1,001 - $15,000

Jun 27, 2017

Reported on

Jul 09, 2018
---
-45.17%
AAPL
AAPL

Apple

Purchase

$15,001 - $50,000

Jun 27, 2017

Reported on

Jul 09, 2018
---
459.38%
TRMB
TRMB

Trimble

Sale

$1,001 - $15,000

May 15, 2017

Reported on

Jun 06, 2017
---
101.54%
DE
DE

Deere

Sale

$1,001 - $15,000

May 15, 2017

Reported on

Jun 06, 2017
---
358.15%
ABT
ABT

Abbott Laboratories

Sale

$15,001 - $50,000

Apr 19, 2017

Reported on

May 03, 2017
---
205.09%
IBM
IBM

IBM

Purchase

$1,001 - $15,000

Apr 19, 2017

Reported on

May 03, 2017
---
81.93%
IBM
IBM

IBM

Purchase

$1,001 - $15,000

Apr 19, 2017

Reported on

May 03, 2017
---
81.93%
KHC
KHC

Kraft Heinz

Sale

$1,001 - $15,000

Mar 24, 2017

Reported on

Apr 02, 2017
---
-71.86%
PM
PM

Philip Morris Intl

Sale

$1,001 - $15,000

Mar 24, 2017

Reported on

Apr 02, 2017
---
63.96%
AXP
AXP

American Express

Purchase

$1,001 - $15,000

Mar 24, 2017

Reported on

Apr 02, 2017
---
281.83%
KHC
KHC

Kraft Heinz

Sale

$1,001 - $15,000

Mar 24, 2017

Reported on

Apr 02, 2017
---
-71.86%
TMO
TMO

Thermo Fisher Scientific

Sale

$15,001 - $50,000

Mar 24, 2017

Reported on

Apr 02, 2017
---
158.30%
UNH
UNH

UnitedHealth Group

Purchase

$1,001 - $15,000

Mar 24, 2017

Reported on

Apr 02, 2017
Managed Account – Not Self-Directed
83.04%
AXP
AXP

American Express

Purchase

$1,001 - $15,000

Mar 24, 2017

Reported on

Apr 02, 2017
---
281.83%
UNH
UNH

UnitedHealth Group

Purchase

$1,001 - $15,000

Mar 24, 2017

Reported on

Apr 02, 2017
---
83.04%
PM
PM

Philip Morris Intl

Sale

$1,001 - $15,000

Mar 24, 2017

Reported on

Apr 02, 2017
---
63.96%
-

R2000 Clirns Issuer Cibc Cap

Purchase

$50,001 - $100,000

Feb 17, 2017

Reported on

Mar 02, 2017
R2000 Clirns Issuer Cibc Cap 20.40% Sv 1,075.699 Due 03/28/18