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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

  • Miscellaneous

    128

  • Finance

    128

  • Electronic Technology

    84

  • Health Technology

    80

  • Technology Services

    74

  • Retail Trade

    57

  • Consumer Non-Durables

    56

  • Energy Minerals

    31

  • Utilities

    30

  • Process Industries

    27

Trade Volume$15.20 M
Total Trades898
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
---
53.30%
VIG
VIG

Vanguard Div Appreciation ETF

Purchase

$50,001 - $100,000

Dec 10, 2020

Reported on

Jan 22, 2021
---
57.12%
VIG
VIG

Vanguard Div Appreciation ETF

Purchase

$50,001 - $100,000

Dec 10, 2020

Reported on

Mar 25, 2021
---
57.12%
GSLC
GSLC

Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF

Purchase

$15,001 - $50,000

Dec 10, 2020

Reported on

Mar 25, 2021
---
78.40%
FDN
FDN

First Trust DJ Internet Index Fund

Purchase

$15,001 - $50,000

Dec 10, 2020

Reported on

Mar 25, 2021
---
32.30%
GSLC
GSLC

Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF

Purchase

$15,001 - $50,000

Dec 10, 2020

Reported on

Jan 22, 2021
---
78.40%
FDN
FDN

First Trust DJ Internet Index Fund

Purchase

$15,001 - $50,000

Dec 10, 2020

Reported on

Jan 22, 2021
---
32.30%
AAL
AAL

American Airlines Group

Purchase

$15,001 - $50,000

Nov 30, 2020

Reported on

Dec 15, 2020
---
-5.42%
DGRO
DGRO

iShares Core Dividend Growth ETF

Purchase

$15,001 - $50,000

Nov 30, 2020

Reported on

Dec 15, 2020
---
55.83%
LUV
LUV

Southwest Airlines

Purchase

$15,001 - $50,000

Nov 30, 2020

Reported on

Dec 15, 2020
---
-29.52%
DRI
DRI

Darden Restaurants

Purchase

$15,001 - $50,000

Nov 30, 2020

Reported on

Dec 15, 2020
---
60.76%
JNJ
JNJ

Johnson & Johnson

Purchase

$50,001 - $100,000

Oct 16, 2020

Reported on

Dec 04, 2020
---
27.22%
JNJ
JNJ

Johnson & Johnson

Purchase

$15,001 - $50,000

Oct 16, 2020

Reported on

Dec 04, 2020
---
27.22%
VDC
VDC

Vanguard Consumer Staples ETF

Sale

$15,001 - $50,000

Oct 16, 2020

Reported on

Dec 04, 2020
---
23.08%
SKYY
SKYY

First Trust Cloud Computing ETF

Purchase

$15,001 - $50,000

Oct 16, 2020

Reported on

Dec 04, 2020
---
66.29%
AAPL
AAPL

Apple

Purchase

$15,001 - $50,000

Oct 16, 2020

Reported on

Dec 04, 2020
---
126.37%
BX
BX

Blackstone

Sale

$15,001 - $50,000

Oct 16, 2020

Reported on

Dec 04, 2020
---
158.69%
CVX
CVX

Chevron

Sale

$15,001 - $50,000

Oct 16, 2020

Reported on

Dec 04, 2020
Cvx Result Of Merger With Nbl
113.54%
AAPL
AAPL

Apple

Purchase

$15,001 - $50,000

Oct 16, 2020

Reported on

Dec 04, 2020
---
126.37%
ABT
ABT

Abbott Laboratories

Purchase

$50,001 - $100,000

Sep 28, 2020

Reported on

Oct 05, 2020
---
20.54%
ABT
ABT

Abbott Laboratories

Purchase

$15,001 - $50,000

Sep 28, 2020

Reported on

Oct 05, 2020
---
20.54%
VDC
VDC

Vanguard Consumer Staples ETF

Sale

$50,001 - $100,000

Sep 21, 2020

Reported on

Oct 05, 2020
---
29.85%
VDC
VDC

Vanguard Consumer Staples ETF

Sale

$15,001 - $50,000

Sep 21, 2020

Reported on

Oct 05, 2020
---
29.85%
CIBR
CIBR

First Trust NASDAQ Cybersecurity ETF

Purchase

$15,001 - $50,000

Sep 21, 2020

Reported on

Oct 05, 2020
---
122.79%
VDC
VDC

Vanguard Consumer Staples ETF

Sale

$15,001 - $50,000

Sep 21, 2020

Reported on

Oct 05, 2020
---
29.85%
USMC
USMC

Principal U.S. Mega-Cap ETF

Purchase

$1,001 - $15,000

Sep 21, 2020

Reported on

Oct 05, 2020
---
115.00%
JPM
JPM

JPMorgan Chase

Sale

$15,001 - $50,000

Sep 09, 2020

Reported on

Oct 05, 2020
---
214.16%
VIG
VIG

Vanguard Div Appreciation ETF

Sale (Partial)

$50,001 - $100,000

Sep 08, 2020

Reported on

Oct 05, 2020
---
71.21%
JPM
JPM

JPMorgan Chase

Sale

$15,001 - $50,000

Sep 08, 2020

Reported on

Oct 05, 2020
---
217.14%
AAPL
AAPL

Apple

Sale (Partial)

$15,001 - $50,000

Sep 08, 2020

Reported on

Oct 05, 2020
---
138.81%
USMC
USMC

Principal U.S. Mega-Cap ETF

Sale (Partial)

$15,001 - $50,000

Sep 08, 2020

Reported on

Oct 05, 2020
---
111.84%
AAPL
AAPL

Apple

Sale (Partial)

$15,001 - $50,000

Sep 08, 2020

Reported on

Oct 05, 2020
---
138.81%
SPY
SPY

SPDR S&P 500

Sale (Partial)

$15,001 - $50,000

Sep 08, 2020

Reported on

Oct 05, 2020
---
104.51%
GOOGL
GOOGL

Alphabet

Purchase

$15,001 - $50,000

Sep 08, 2020

Reported on

Oct 05, 2020
---
280.81%
INTU
INTU

Intuit

Sale

$15,001 - $50,000

Sep 08, 2020

Reported on

Oct 05, 2020
---
103.63%
XLV
XLV

SPDR Select Sector Fund - Health Care

Purchase

$50,001 - $100,000

Aug 10, 2020

Reported on

Sep 08, 2020
---
38.88%
USB
USB

U.S. Bancorp

Sale

$50,001 - $100,000

Aug 10, 2020

Reported on

Sep 08, 2020
---
26.98%
PNC
PNC

PNC Financial Services Gr

Sale

$50,001 - $100,000

Aug 10, 2020

Reported on

Sep 08, 2020
---
68.79%
DGRO
DGRO

iShares Core Dividend Growth ETF

Purchase

$50,001 - $100,000

Aug 10, 2020

Reported on

Sep 08, 2020
---
68.10%
DUK
DUK

Duke Energy

Purchase

$15,001 - $50,000

Aug 10, 2020

Reported on

Sep 08, 2020
---
45.03%
AXP
AXP

American Express

Sale

$15,001 - $50,000

Aug 10, 2020

Reported on

Sep 08, 2020
---
262.02%
SDY
SDY

SPDR S&P Dividend ETF

Purchase

$15,001 - $50,000

Aug 10, 2020

Reported on

Sep 08, 2020
---
40.43%
AEP
AEP

American Electric Power

Purchase

$15,001 - $50,000

Aug 10, 2020

Reported on

Sep 08, 2020
---
42.61%
JNJ
JNJ

Johnson & Johnson

Purchase

$15,001 - $50,000

Aug 10, 2020

Reported on

Sep 08, 2020
---
27.28%
PNC
PNC

PNC Financial Services Gr

Sale

$15,001 - $50,000

Aug 10, 2020

Reported on

Sep 08, 2020
---
68.79%
V
V

Visa

Sale

$15,001 - $50,000

Aug 10, 2020

Reported on

Sep 08, 2020
---
70.16%
SDY
SDY

SPDR S&P Dividend ETF

Purchase

$15,001 - $50,000

Aug 10, 2020

Reported on

Sep 08, 2020
---
40.43%
AMZN
AMZN

Amazon.com

Purchase

$50,001 - $100,000

Jul 01, 2020

Reported on

Sep 04, 2020
---
72.58%
HD
HD

Home Depot

Sale

$50,001 - $100,000

Jul 01, 2020

Reported on

Sep 04, 2020
---
49.28%
AAPL
AAPL

Apple

Purchase

$15,001 - $50,000

Jul 01, 2020

Reported on

Sep 04, 2020
---
195.99%
PFE
PFE

Pfizer

Purchase

$15,001 - $50,000

Jul 01, 2020

Reported on

Sep 04, 2020
---
-23.69%
RTX
RTX

Raytheon Technologies

Sale

$15,001 - $50,000

Jul 01, 2020

Reported on

Sep 04, 2020
---
190.59%
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
---
3.95%
EFG
EFG

iShares MSCI EAFE Growth ETF

Sale (Partial)

$1,001 - $15,000

Jun 09, 2020

Reported on

Jul 10, 2020
---
36.93%
VV
VV

Vanguard Large-Cap ETF

Purchase

$1,001 - $15,000

Jun 09, 2020

Reported on

Jul 10, 2020
Managed Account – Not Self-Directed
112.21%
IWM
IWM

iShares Russell 2000 ETF

Sale (Partial)

$1,001 - $15,000

Jun 09, 2020

Reported on

Jul 10, 2020
---
62.41%
PNC
PNC

PNC Financial Services Gr

Purchase

$15,001 - $50,000

Jun 02, 2020

Reported on

Jul 10, 2020
---
61.14%
USB
USB

U.S. Bancorp

Purchase

$50,001 - $100,000

Jun 01, 2020

Reported on

Jul 10, 2020
---
29.68%
VDC
VDC

Vanguard Consumer Staples ETF

Sale (Partial)

$15,001 - $50,000

Jun 01, 2020

Reported on

Jul 10, 2020
---
37.15%
PNC
PNC

PNC Financial Services Gr

Purchase

$15,001 - $50,000

Jun 01, 2020

Reported on

Jul 10, 2020
---
61.41%
PNC
PNC

PNC Financial Services Gr

Purchase

$15,001 - $50,000

Jun 01, 2020

Reported on

Jul 10, 2020
---
61.41%
TJX
TJX

TJX Companies

Sale

$1,001 - $15,000

Jun 01, 2020

Reported on

Jul 10, 2020
---
175.12%
BX
BX

Blackstone

Purchase

$50,001 - $100,000

May 26, 2020

Reported on

Jun 09, 2020
---
156.72%
BX
BX

Blackstone

Purchase

$15,001 - $50,000

May 26, 2020

Reported on

Jun 09, 2020
---
156.72%
SKYY
SKYY

First Trust Cloud Computing ETF

Purchase

$15,001 - $50,000

May 26, 2020

Reported on

Jun 09, 2020
---
104.12%
GSLC
GSLC

Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF

Sale

$15,001 - $50,000

May 26, 2020

Reported on

Jun 09, 2020
---
117.90%
GSLC
GSLC

Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF

Sale

$15,001 - $50,000

May 26, 2020

Reported on

Jun 09, 2020
---
117.90%
AMZN
AMZN

Amazon.com

Purchase

$50,001 - $100,000

May 19, 2020

Reported on

Jun 09, 2020
---
102.83%
VIG
VIG

Vanguard Div Appreciation ETF

Purchase

$15,001 - $50,000

May 19, 2020

Reported on

Jun 09, 2020
---
92.68%
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
---
128.01%
AAPL
AAPL

Apple

Purchase

$15,001 - $50,000

May 19, 2020

Reported on

Jun 09, 2020
---
244.17%
HD
HD

Home Depot

Purchase

$15,001 - $50,000

May 19, 2020

Reported on

Jun 09, 2020
---
55.58%
BDX
BDX

Becton, Dickinson

Sale

$15,001 - $50,000

May 19, 2020

Reported on

Jun 09, 2020
---
-29.21%
JPM
JPM

JPMorgan Chase

Purchase

$15,001 - $50,000

May 19, 2020

Reported on

Jun 09, 2020
---
257.38%
VZ
VZ

Verizon Communications

Purchase

$15,001 - $50,000

May 19, 2020

Reported on

Jun 09, 2020
---
-26.72%
SKYY
SKYY

First Trust Cloud Computing ETF

Purchase

$15,001 - $50,000

May 19, 2020

Reported on

Jun 09, 2020
---
109.11%
SKYY
SKYY

First Trust Cloud Computing ETF

Purchase

$15,001 - $50,000

May 19, 2020

Reported on

Jun 09, 2020
---
109.11%
SKYY
SKYY

First Trust Cloud Computing ETF

Purchase

$15,001 - $50,000

May 19, 2020

Reported on

Jun 09, 2020
---
109.11%
VIG
VIG

Vanguard Div Appreciation ETF

Purchase

$15,001 - $50,000

May 19, 2020

Reported on

Jun 09, 2020
---
92.68%
JPM
JPM

JPMorgan Chase

Purchase

$1,001 - $15,000

May 19, 2020

Reported on

Jun 09, 2020
---
257.38%
CARR
CARR

Carrier Global

Sale

$1,001 - $15,000

May 19, 2020

Reported on

Jun 09, 2020
---
222.62%
OTIS
OTIS

Otis Worldwide

Sale

$1,001 - $15,000

May 19, 2020

Reported on

Jun 09, 2020
---
72.55%
JNJ
JNJ

Johnson & Johnson

Purchase

$15,001 - $50,000

May 11, 2020

Reported on

Jun 09, 2020
---
26.36%
PG
PG

Procter & Gamble

Purchase

$15,001 - $50,000

May 11, 2020

Reported on

Jun 09, 2020
---
26.18%
DRI
DRI

Darden Restaurants

Purchase

$15,001 - $50,000

May 11, 2020

Reported on

Jun 09, 2020
---
134.80%
DGRO
DGRO

iShares Core Dividend Growth ETF

Purchase

$15,001 - $50,000

Apr 22, 2020

Reported on

May 04, 2020
---
95.30%
CVX
CVX

Chevron

Purchase

$15,001 - $50,000

Apr 22, 2020

Reported on

May 04, 2020
---
84.33%
DUK
DUK

Duke Energy

Purchase

$15,001 - $50,000

Apr 22, 2020

Reported on

May 04, 2020
---
41.06%
EMR
EMR

Emerson Electric

Purchase

$15,001 - $50,000

Apr 22, 2020

Reported on

May 04, 2020
---
149.45%
MPC
MPC

Marathon Petroleum

Purchase

$15,001 - $50,000

Apr 22, 2020

Reported on

May 04, 2020
---
695.30%
VIG
VIG

Vanguard Div Appreciation ETF

Purchase

$50,001 - $100,000

Apr 15, 2020

Reported on

May 04, 2020
---
96.50%
VIG
VIG

Vanguard Div Appreciation ETF

Purchase

$50,001 - $100,000

Apr 15, 2020

Reported on

May 04, 2020
---
96.50%
AAPL
AAPL

Apple

Purchase

$50,001 - $100,000

Apr 15, 2020

Reported on

May 04, 2020
---
278.91%
VIG
VIG

Vanguard Div Appreciation ETF

Purchase

$15,001 - $50,000

Apr 15, 2020

Reported on

May 04, 2020
---
96.50%
AMZN
AMZN

Amazon.com

Purchase

$15,001 - $50,000

Apr 15, 2020

Reported on

May 04, 2020
---
115.28%
AMZN
AMZN

Amazon.com

Purchase

$15,001 - $50,000

Apr 15, 2020

Reported on

May 04, 2020
---
115.28%
AAPL
AAPL

Apple

Purchase

$15,001 - $50,000

Apr 15, 2020

Reported on

May 04, 2020
---
278.91%
DRI
DRI

Darden Restaurants

Purchase

$15,001 - $50,000

Apr 13, 2020

Reported on

May 04, 2020
---
185.09%
AEP
AEP

American Electric Power

Purchase

$15,001 - $50,000

Apr 06, 2020

Reported on

May 04, 2020
---
55.95%
DGRO
DGRO

iShares Core Dividend Growth ETF

Purchase

$15,001 - $50,000

Apr 06, 2020

Reported on

May 04, 2020
---
102.26%
SO
SO

Southern

Purchase

$15,001 - $50,000

Apr 06, 2020

Reported on

May 04, 2020
---
63.83%
DGRO
DGRO

iShares Core Dividend Growth ETF

Purchase

$1,001 - $15,000

Apr 06, 2020

Reported on

May 04, 2020
---
102.26%
DGRO
DGRO

iShares Core Dividend Growth ETF

Purchase

$1,001 - $15,000

Apr 06, 2020

Reported on

May 04, 2020
---
102.26%
VPU
VPU

Vanguard Utilities ETF

Sale

$15,001 - $50,000

Mar 18, 2020

Reported on

Apr 06, 2020
---
62.45%
VPU
VPU

Vanguard Utilities ETF

Sale

$15,001 - $50,000

Mar 18, 2020

Reported on

Apr 06, 2020
---
62.45%
VPU
VPU

Vanguard Utilities ETF

Sale

$15,001 - $50,000

Mar 18, 2020

Reported on

Apr 06, 2020
---
62.45%
AEP
AEP

American Electric Power

Sale

$15,001 - $50,000

Mar 18, 2020

Reported on

Apr 06, 2020
---
38.83%
NOC
NOC

Northrop Grumman

Sale

$15,001 - $50,000

Mar 18, 2020

Reported on

Apr 06, 2020
---
----
LUV
LUV

Southwest Airlines

Sale

$15,001 - $50,000

Mar 18, 2020

Reported on

Apr 06, 2020
---
-7.08%
LUV
LUV

Southwest Airlines

Sale

$15,001 - $50,000

Mar 18, 2020

Reported on

Apr 06, 2020
---
-7.08%
VEA
VEA

Vanguard FTSE Developed Markets ETF

Sale

$1,001 - $15,000

Mar 18, 2020

Reported on

Apr 06, 2020
---
109.74%
DEO
DEO

Diageo

Sale

$1,001 - $15,000

Mar 18, 2020

Reported on

Apr 06, 2020
---
-8.64%
DEO
DEO

Diageo

Sale (Partial)

$1,001 - $15,000

Mar 18, 2020

Reported on

Apr 06, 2020
---
-8.64%
DIA
DIA

SPDR Dow Jones Industrial Average ETF

Sale

$1,001 - $15,000

Mar 18, 2020

Reported on

Apr 06, 2020
---
137.63%
DIS
DIS

Walt Disney

Sale

$1,001 - $15,000

Mar 18, 2020

Reported on

Apr 06, 2020
---
26.40%
DIA
DIA

SPDR Dow Jones Industrial Average ETF

Sale (Partial)

$1,001 - $15,000

Mar 18, 2020

Reported on

Apr 06, 2020
---
137.63%
SDY
SDY

SPDR S&P Dividend ETF

Sale

$100,001 - $250,000

Mar 11, 2020

Reported on

Apr 06, 2020
---
56.04%
VIG
VIG

Vanguard Div Appreciation ETF

Sale

$50,001 - $100,000

Mar 11, 2020

Reported on

Apr 06, 2020
---
99.29%
SDY
SDY

SPDR S&P Dividend ETF

Sale

$50,001 - $100,000

Mar 11, 2020

Reported on

Apr 06, 2020
---
56.04%
GSLC
GSLC

Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF

Sale

$50,001 - $100,000

Mar 11, 2020

Reported on

Apr 06, 2020
---
136.06%
VDC
VDC

Vanguard Consumer Staples ETF

Sale

$15,001 - $50,000

Mar 11, 2020

Reported on

Apr 06, 2020
---
44.12%
SDY
SDY

SPDR S&P Dividend ETF

Sale

$15,001 - $50,000

Mar 11, 2020

Reported on

Apr 06, 2020
---
56.04%
VIG
VIG

Vanguard Div Appreciation ETF

Sale

$15,001 - $50,000

Mar 11, 2020

Reported on

Apr 06, 2020
---
99.29%
TRV
TRV

Travelers Companies

Sale

$1,001 - $15,000

Mar 11, 2020

Reported on

Apr 06, 2020
---
150.79%
MMM
MMM

3M

Sale

$1,001 - $15,000

Mar 11, 2020

Reported on

Apr 06, 2020
---
36.20%
FDN
FDN

First Trust DJ Internet Index Fund

Sale

$50,001 - $100,000

Mar 10, 2020

Reported on

Apr 06, 2020
---
110.70%
VPU
VPU

Vanguard Utilities ETF

Sale

$15,001 - $50,000

Mar 10, 2020

Reported on

Apr 06, 2020
---
39.40%
VDC
VDC

Vanguard Consumer Staples ETF

Sale (Partial)

$15,001 - $50,000

Mar 10, 2020

Reported on

Apr 06, 2020
---
36.86%
FDL
FDL

First Trust Morningstar ETF

Sale

$15,001 - $50,000

Feb 26, 2020

Reported on

Mar 10, 2020
---
46.79%
VPU
VPU

Vanguard Utilities ETF

Purchase

$50,001 - $100,000

Feb 25, 2020

Reported on

Mar 10, 2020
---
29.92%
FDL
FDL

First Trust Morningstar ETF

Sale (Partial)

$15,001 - $50,000

Feb 25, 2020

Reported on

Mar 10, 2020
---
44.81%
VPU
VPU

Vanguard Utilities ETF

Purchase

$15,001 - $50,000

Feb 18, 2020

Reported on

Mar 10, 2020
---
24.53%
FDL
FDL

First Trust Morningstar ETF

Sale (Partial)

$15,001 - $50,000

Feb 18, 2020

Reported on

Mar 10, 2020
---
36.14%
GSLC
GSLC

Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF

Purchase

$15,001 - $50,000

Feb 18, 2020

Reported on

Mar 10, 2020
---
93.83%
FDL
FDL

First Trust Morningstar ETF

Sale

$1,001 - $15,000

Feb 18, 2020

Reported on

Mar 10, 2020
---
36.14%
VIG
VIG

Vanguard Div Appreciation ETF

Purchase

$15,001 - $50,000

Feb 10, 2020

Reported on

Mar 10, 2020
---
68.01%
SDY
SDY

SPDR S&P Dividend ETF

Purchase

$15,001 - $50,000

Feb 10, 2020

Reported on

Mar 10, 2020
---
27.41%
QQQ
QQQ

Invesco QQQ Trust, Series 1

Purchase

$15,001 - $50,000

Feb 10, 2020

Reported on

Mar 10, 2020
---
168.67%
VPU
VPU

Vanguard Utilities ETF

Purchase

$15,001 - $50,000

Feb 10, 2020

Reported on

Mar 10, 2020
---
28.24%
GSLC
GSLC

Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF

Purchase

$15,001 - $50,000

Feb 10, 2020

Reported on

Mar 10, 2020
---
95.53%
VPU
VPU

Vanguard Utilities ETF

Purchase

$15,001 - $50,000

Feb 10, 2020

Reported on

Mar 10, 2020
---
28.24%
GSLC
GSLC

Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF

Purchase

$15,001 - $50,000

Feb 10, 2020

Reported on

Mar 10, 2020
---
95.53%
VDC
VDC

Vanguard Consumer Staples ETF

Purchase

$15,001 - $50,000

Feb 10, 2020

Reported on

Mar 10, 2020
---
27.16%
SPY
SPY

SPDR S&P 500

Purchase

$15,001 - $50,000

Feb 10, 2020

Reported on

Mar 10, 2020
---
103.61%
CSQ
CSQ

Calamos Strategic Total

Sale

$1,001 - $15,000

Feb 10, 2020

Reported on

Mar 10, 2020
---
33.91%
DIA
DIA

SPDR Dow Jones Industrial Average ETF

Purchase

$1,001 - $15,000

Feb 10, 2020

Reported on

Mar 10, 2020
---
61.74%
IVZ
IVZ

Invesco

Purchase

$1,001 - $15,000

Jan 16, 2020

Reported on

Feb 07, 2020
---
29.46%
IVZ
IVZ

Invesco

Sale

$1,001 - $15,000

Dec 12, 2019

Reported on

Feb 07, 2020
---
33.48%
VPU
VPU

Vanguard Utilities ETF

Sale

$15,001 - $50,000

Dec 10, 2019

Reported on

Feb 07, 2020
Managed Account – Not Self-Directed
39.57%
GSLC
GSLC

Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF

Purchase

$15,001 - $50,000

Dec 10, 2019

Reported on

Feb 07, 2020
---
109.10%
VIG
VIG

Vanguard Div Appreciation ETF

Purchase

$15,001 - $50,000

Dec 03, 2019

Reported on

Feb 07, 2020
---
79.83%
SDY
SDY

SPDR S&P Dividend ETF

Purchase

$15,001 - $50,000

Dec 03, 2019

Reported on

Feb 07, 2020
---
30.86%
GSLC
GSLC

Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF

Purchase

$15,001 - $50,000

Dec 03, 2019

Reported on

Feb 07, 2020
---
111.34%
VIG
VIG

Vanguard Div Appreciation ETF

Purchase

$15,001 - $50,000

Dec 03, 2019

Reported on

Feb 07, 2020
---
79.83%
GSLC
GSLC

Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF

Purchase

$1,001 - $15,000

Dec 03, 2019

Reported on

Feb 07, 2020
---
111.34%
SDY
SDY

SPDR S&P Dividend ETF

Purchase

$15,001 - $50,000

Nov 07, 2019

Reported on

Dec 16, 2019
---
29.30%
FDL
FDL

First Trust Morningstar ETF

Purchase

$15,001 - $50,000

Nov 07, 2019

Reported on

Dec 16, 2019
---
32.33%
SPY
SPY

SPDR S&P 500

Purchase

$15,001 - $50,000

Nov 07, 2019

Reported on

Dec 16, 2019
---
121.12%
VPU
VPU

Vanguard Utilities ETF

Sale (Partial)

$15,001 - $50,000

Nov 07, 2019

Reported on

Dec 16, 2019
---
41.32%
SDY
SDY

SPDR S&P Dividend ETF

Purchase

$50,001 - $100,000

Oct 21, 2019

Reported on

Nov 12, 2019
---
32.16%
SDY
SDY

SPDR S&P Dividend ETF

Purchase

$50,001 - $100,000

Oct 21, 2019

Reported on

Nov 12, 2019
---
32.16%
SDY
SDY

SPDR S&P Dividend ETF

Purchase

$15,001 - $50,000

Oct 21, 2019

Reported on

Nov 12, 2019
---
32.16%
DIA
DIA

SPDR Dow Jones Industrial Average ETF

Sale

$50,001 - $100,000

Oct 10, 2019

Reported on

Nov 12, 2019
---
78.79%
FDN
FDN

First Trust DJ Internet Index Fund

Sale (Partial)

$15,001 - $50,000

Oct 10, 2019

Reported on

Nov 12, 2019
---
109.83%
VPU
VPU

Vanguard Utilities ETF

Purchase

$15,001 - $50,000

Oct 10, 2019

Reported on

Nov 12, 2019
---
36.64%
ACN
ACN

Accenture

Sale

$15,001 - $50,000

Oct 10, 2019

Reported on

Nov 12, 2019
---
33.03%
SPY
SPY

SPDR S&P 500

Sale (Partial)

$15,001 - $50,000

Oct 10, 2019

Reported on

Nov 12, 2019
---
132.38%
NEE
NEE

NextEra Energy

Sale

$15,001 - $50,000

Oct 10, 2019

Reported on

Nov 12, 2019
---
46.16%
FDL
FDL

First Trust Morningstar ETF

Purchase

$15,001 - $50,000

Oct 10, 2019

Reported on

Nov 12, 2019
---
41.01%
DD
DD

DuPont de Nemours

Sale

$1,001 - $15,000

Oct 10, 2019

Reported on

Nov 12, 2019
---
-36.27%
VDC
VDC

Vanguard Consumer Staples ETF

Purchase

$1,001 - $15,000

Oct 10, 2019

Reported on

Nov 12, 2019
---
34.76%
PNC
PNC

PNC Financial Services Gr

Sale (Partial)

$1,001 - $15,000

Oct 10, 2019

Reported on

Nov 12, 2019
---
33.72%
JNJ
JNJ

Johnson & Johnson

Sale

$1,001 - $15,000

Oct 10, 2019

Reported on

Nov 12, 2019
---
45.99%
SDY
SDY

SPDR S&P Dividend ETF

Purchase

$1,001 - $15,000

Oct 10, 2019

Reported on

Nov 12, 2019
---
36.98%
FDL
FDL

First Trust Morningstar ETF

Purchase

$1,001 - $15,000

Oct 10, 2019

Reported on

Nov 12, 2019
---
41.01%
PNC
PNC

PNC Financial Services Gr

Sale

$1,001 - $15,000

Oct 10, 2019

Reported on

Nov 12, 2019
---
33.72%
JNJ
JNJ

Johnson & Johnson

Sale (Partial)

$1,001 - $15,000

Oct 10, 2019

Reported on

Nov 12, 2019
---
45.99%
XOM
XOM

Exxon Mobil

Sale

$1,001 - $15,000

Oct 10, 2019

Reported on

Nov 12, 2019
---
73.22%
VPU
VPU

Vanguard Utilities ETF

Purchase

$50,001 - $100,000

Sep 26, 2019

Reported on

Oct 08, 2019
---
34.95%
VDC
VDC

Vanguard Consumer Staples ETF

Purchase

$15,001 - $50,000

Sep 26, 2019

Reported on

Oct 08, 2019
---
33.58%
AMZN
AMZN

Amazon.com

Sale

$15,001 - $50,000

Sep 26, 2019

Reported on

Oct 08, 2019
---
185.54%
VDC
VDC

Vanguard Consumer Staples ETF

Purchase

$50,001 - $100,000

Aug 14, 2019

Reported on

Sep 17, 2019
---
39.28%
SPY
SPY

SPDR S&P 500

Purchase

$15,001 - $50,000

Aug 14, 2019

Reported on

Sep 17, 2019
---
140.03%
WMT
WMT

Walmart

Sale

$15,001 - $50,000

Aug 06, 2019

Reported on

Sep 17, 2019
---
186.44%
FDL
FDL

First Trust Morningstar ETF

Purchase

$15,001 - $50,000

Aug 06, 2019

Reported on

Sep 17, 2019
---
44.03%
FDL
FDL

First Trust Morningstar ETF

Purchase

$15,001 - $50,000

Aug 06, 2019

Reported on

Sep 17, 2019
---
44.03%
CTVA
CTVA

Corteva

Sale

$1,001 - $15,000

Aug 06, 2019

Reported on

Sep 17, 2019
---
118.17%
DOW
DOW

Dow

Sale

$1,001 - $15,000

Aug 06, 2019

Reported on

Sep 17, 2019
---
-50.26%
WM
WM

Waste Management

Sale

$1,001 - $15,000

Aug 06, 2019

Reported on

Sep 17, 2019
---
72.67%
KO
KO

Coca-Cola

Sale

$15,001 - $50,000

Jul 26, 2019

Reported on

Aug 05, 2019
---
30.18%
VDC
VDC

Vanguard Consumer Staples ETF

Purchase

$50,001 - $100,000

Jul 24, 2019

Reported on

Aug 05, 2019
---
36.63%
VDC
VDC

Vanguard Consumer Staples ETF

Purchase

$50,001 - $100,000

Jul 24, 2019

Reported on

Aug 05, 2019
---
36.63%
VDC
VDC

Vanguard Consumer Staples ETF

Purchase

$15,001 - $50,000

Jul 24, 2019

Reported on

Aug 05, 2019
---
36.63%
VPU
VPU

Vanguard Utilities ETF

Sale

$1,001 - $15,000

Jul 24, 2019

Reported on

Aug 05, 2019
Managed Account – Not Self-Directed
45.87%
SPG
SPG

Simon Property Group

Sale

$1,001 - $15,000

Jul 23, 2019

Reported on

Aug 05, 2019
---
15.60%
-

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
----
JPM
JPM

JPMorgan Chase

Purchase

$1,001 - $15,000

Apr 18, 2019

Reported on

May 06, 2019
---
179.30%
ADP
ADP

Automatic Data Processing

Sale (Partial)

$1,001 - $15,000

Apr 18, 2019

Reported on

May 06, 2019
---
56.40%
HD
HD

Home Depot

Sale (Partial)

$1,001 - $15,000

Apr 18, 2019

Reported on

May 06, 2019
---
80.12%
PFE
PFE

Pfizer

Sale (Partial)

$1,001 - $15,000

Apr 18, 2019

Reported on

May 06, 2019
---
-34.62%
BDX
BDX

Becton, Dickinson

Purchase

$1,001 - $15,000

Apr 18, 2019

Reported on

May 06, 2019
---
-18.25%
VZ
VZ

Verizon Communications

Sale (Partial)

$1,001 - $15,000

Apr 18, 2019

Reported on

May 06, 2019
---
-31.34%
DIS
DIS

Walt Disney

Purchase

$1,001 - $15,000

Apr 18, 2019

Reported on

May 06, 2019
Managed Account – Not Self-Directed
-15.26%
AAPL
AAPL

Apple

Purchase

$1,001 - $15,000

Apr 18, 2019

Reported on

May 06, 2019
---
428.66%
INTU
INTU

Intuit

Sale (Partial)

$1,001 - $15,000

Apr 18, 2019

Reported on

May 06, 2019
---
153.43%
GOOGL
GOOGL

Alphabet

Purchase

$15,001 - $50,000

Apr 04, 2019

Reported on

May 06, 2019
---
375.79%
JNJ
JNJ

Johnson & Johnson

Sale (Partial)

$1,001 - $15,000

Apr 04, 2019

Reported on

May 06, 2019
---
38.98%
UNH
UNH

UnitedHealth Group

Sale (Partial)

$1,001 - $15,000

Apr 04, 2019

Reported on

May 06, 2019
---
29.99%
T
T

AT&T

Purchase

$15,001 - $50,000

Mar 25, 2019

Reported on

Apr 02, 2019
---
6.91%
GE
GE

General Electric

Purchase

$1,001 - $15,000

Mar 25, 2019

Reported on

Apr 02, 2019
---
534.15%
TRV
TRV

Travelers Companies

Purchase

$1,001 - $15,000

Mar 04, 2019

Reported on

Apr 02, 2019
Managed Account – Not Self-Directed
113.69%
XOM
XOM

Exxon Mobil

Purchase

$1,001 - $15,000

Mar 04, 2019

Reported on

Apr 02, 2019
---
47.20%
-

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
----
-

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
----
-

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
----
-

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
----
XOM
XOM

Exxon Mobil

Sale (Partial)

$1,001 - $15,000

Jan 31, 2019

Reported on

Mar 04, 2019
---
61.33%
TRV
TRV

Travelers Companies

Sale (Partial)

$1,001 - $15,000

Jan 31, 2019

Reported on

Mar 04, 2019
---
124.94%
WMT
WMT

Walmart

Purchase

$1,001 - $15,000

Jan 08, 2019

Reported on

Mar 04, 2019
---
222.75%
JNJ
JNJ

Johnson & Johnson

Sale (Partial)

$1,001 - $15,000

Jan 08, 2019

Reported on

Mar 04, 2019
---
44.98%
INTU
INTU

Intuit

Purchase

$1,001 - $15,000

Jan 08, 2019

Reported on

Mar 04, 2019
---
220.61%
PEP
PEP

PepsiCo

Sale (Partial)

$1,001 - $15,000

Jan 08, 2019

Reported on

Mar 04, 2019
---
28.97%
MSFT
MSFT

Microsoft

Purchase

$1,001 - $15,000

Jan 08, 2019

Reported on

Mar 04, 2019
---
392.22%
ZTS
ZTS

Zoetis

Purchase

$1,001 - $15,000

Jan 08, 2019

Reported on

Mar 04, 2019
Managed Account – Not Self-Directed
38.42%
AAPL
AAPL

Apple

Sale (Partial)

$1,001 - $15,000

Jan 08, 2019

Reported on

Mar 04, 2019
---
614.91%
XOM
XOM

Exxon Mobil

Sale (Partial)

$1,001 - $15,000

Jan 04, 2019

Reported on

Mar 04, 2019
---
66.16%
NOC
NOC

Northrop Grumman

Sale (Partial)

$1,001 - $15,000

Jan 04, 2019

Reported on

Mar 04, 2019
---
----
SPG
SPG

Simon Property Group

Sale (Partial)

$1,001 - $15,000

Jan 04, 2019

Reported on

Mar 04, 2019
---
9.30%
VCR
VCR

Vanguard Consumer Discretion ETF

Sale

$15,001 - $50,000

Dec 24, 2018

Reported on

Jan 03, 2019
---
182.18%
FDN
FDN

First Trust DJ Internet Index Fund

Purchase

$1,001 - $15,000

Dec 24, 2018

Reported on

Jan 03, 2019
---
158.51%
DIA
DIA

SPDR Dow Jones Industrial Average ETF

Purchase

$1,001 - $15,000

Dec 24, 2018

Reported on

Jan 03, 2019
---
117.25%
SPY
SPY

SPDR S&P 500

Purchase

$1,001 - $15,000

Dec 24, 2018

Reported on

Jan 03, 2019
---
190.79%
QQQ
QQQ

Invesco QQQ Trust, Series 1

Purchase

$1,001 - $15,000

Dec 24, 2018

Reported on

Jan 03, 2019
---
334.31%
BNS
BNS

Bank of Nova Scotia

Sale

$1,001 - $15,000

Dec 24, 2018

Reported on

Jan 03, 2019
---
36.87%
WM
WM

Waste Management

Purchase

$1,001 - $15,000

Dec 21, 2018

Reported on

Jan 03, 2019
Managed Account – Not Self-Directed
127.78%
PFE
PFE

Pfizer

Purchase

$1,001 - $15,000

Dec 21, 2018

Reported on

Jan 03, 2019
---
-38.60%
VZ
VZ

Verizon Communications

Purchase

$1,001 - $15,000

Dec 21, 2018

Reported on

Jan 03, 2019
---
-27.44%
AXP
AXP

American Express

Sale (Partial)

$1,001 - $15,000

Dec 21, 2018

Reported on

Jan 03, 2019
---
302.80%
BNS
BNS

Bank of Nova Scotia

Sale (Partial)

$1,001 - $15,000

Dec 21, 2018

Reported on

Jan 03, 2019
---
36.04%
AEP
AEP

American Electric Power

Purchase

$1,001 - $15,000

Dec 21, 2018

Reported on

Jan 03, 2019
---
60.36%
T
T

AT&T

Sale

$15,001 - $50,000

Dec 17, 2018

Reported on

Jan 03, 2019
---
10.17%
SPY
SPY

SPDR S&P 500

Purchase

$15,001 - $50,000

Nov 21, 2018

Reported on

Dec 05, 2018
---
157.13%
DIA
DIA

SPDR Dow Jones Industrial Average ETF

Purchase

$15,001 - $50,000

Nov 21, 2018

Reported on

Dec 05, 2018
---
93.67%
BDX
BDX

Becton, Dickinson

Purchase

$1,001 - $15,000

Nov 21, 2018

Reported on

Dec 05, 2018
---
-23.03%
PFE
PFE

Pfizer

Sale (Partial)

$1,001 - $15,000

Nov 21, 2018

Reported on

Dec 05, 2018
---
-40.26%
SPG
SPG

Simon Property Group

Purchase

$1,001 - $15,000

Nov 21, 2018

Reported on

Dec 05, 2018
---
-0.04%
QQQ
QQQ

Invesco QQQ Trust, Series 1

Purchase

$1,001 - $15,000

Nov 21, 2018

Reported on

Dec 05, 2018
---
288.62%
AEP
AEP

American Electric Power

Sale (Partial)

$1,001 - $15,000

Nov 21, 2018

Reported on

Dec 05, 2018
---
62.01%
SYK
SYK

Stryker

Sale (Partial)

$1,001 - $15,000

Nov 21, 2018

Reported on

Dec 05, 2018
---
116.03%
FDN
FDN

First Trust DJ Internet Index Fund

Purchase

$1,001 - $15,000

Nov 21, 2018

Reported on

Dec 05, 2018
---
134.59%
PEP
PEP

PepsiCo

Sale (Partial)

$1,001 - $15,000

Nov 02, 2018

Reported on

Dec 05, 2018
---
28.29%
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
---
192.39%
VZ
VZ

Verizon Communications

Sale (Partial)

$1,001 - $15,000

Nov 02, 2018

Reported on

Dec 05, 2018
---
-29.63%
HD
HD

Home Depot

Purchase

$1,001 - $15,000

Nov 02, 2018

Reported on

Dec 05, 2018
---
105.87%
WM
WM

Waste Management

Sale (Partial)

$1,001 - $15,000

Nov 02, 2018

Reported on

Dec 05, 2018
Managed Account – Not Self-Directed
130.43%
JNJ
JNJ

Johnson & Johnson

Purchase

$1,001 - $15,000

Nov 02, 2018

Reported on

Dec 05, 2018
---
33.93%
MCD
MCD

McDonald's

Sale (Partial)

$1,001 - $15,000

Nov 02, 2018

Reported on

Dec 05, 2018
---
69.22%
DIS
DIS

Walt Disney

Purchase

$1,001 - $15,000

Nov 02, 2018

Reported on

Dec 05, 2018
---
-2.55%
NEE
NEE

NextEra Energy

Sale (Partial)

$1,001 - $15,000

Nov 02, 2018

Reported on

Dec 05, 2018
---
101.65%
WMT
WMT

Walmart

Sale (Partial)

$1,001 - $15,000

Nov 02, 2018

Reported on

Dec 05, 2018
---
203.20%
AMZN
AMZN

Amazon.com

Purchase

$15,001 - $50,000

Oct 26, 2018

Reported on

Nov 12, 2018
---
202.41%
AAPL
AAPL

Apple

Sale (Partial)

$1,001 - $15,000

Oct 26, 2018

Reported on

Nov 12, 2018
---
398.25%
NOC
NOC

Northrop Grumman

Sale (Partial)

$1,001 - $15,000

Oct 26, 2018

Reported on

Nov 12, 2018
---
----
PNC
PNC

PNC Financial Services Gr

Sale (Partial)

$1,001 - $15,000

Oct 26, 2018

Reported on

Nov 12, 2018
---
54.95%
IBM
IBM

IBM

Sale

$1,001 - $15,000

Oct 26, 2018

Reported on

Nov 12, 2018
---
159.35%
IBM
IBM

IBM

Sale (Partial)

$1,001 - $15,000

Oct 25, 2018

Reported on

Nov 12, 2018
---
155.94%
SPY
SPY

SPDR S&P 500

Purchase

$1,001 - $15,000

Oct 16, 2018

Reported on

Nov 12, 2018
---
143.02%
FDN
FDN

First Trust DJ Internet Index Fund

Purchase

$1,001 - $15,000

Oct 16, 2018

Reported on

Nov 12, 2018
---
110.94%
DIA
DIA

SPDR Dow Jones Industrial Average ETF

Purchase

$1,001 - $15,000

Oct 16, 2018

Reported on

Nov 12, 2018
---
83.71%
QQQ
QQQ

Invesco QQQ Trust, Series 1

Purchase

$15,001 - $50,000

Oct 11, 2018

Reported on

Nov 12, 2018
---
267.47%
SPY
SPY

SPDR S&P 500

Purchase

$15,001 - $50,000

Oct 11, 2018

Reported on

Nov 12, 2018
---
150.37%
GE
GE

General Electric

Purchase

$1,001 - $15,000

Sep 27, 2018

Reported on

Oct 04, 2018
---
465.31%
GE
GE

General Electric

Sale

$15,001 - $50,000

Aug 30, 2018

Reported on

Sep 04, 2018
---
410.41%
DE
DE

Deere

Sale (Partial)

$1,001 - $15,000

Aug 30, 2018

Reported on

Sep 04, 2018
---
231.00%
KO
KO

Coca-Cola

Sale (Partial)

$1,001 - $15,000

Aug 30, 2018

Reported on

Sep 04, 2018
---
56.89%
EMR
EMR

Emerson Electric

Sale (Partial)

$1,001 - $15,000

Aug 30, 2018

Reported on

Sep 04, 2018
---
70.23%
MSFT
MSFT

Microsoft

Sale (Partial)

$1,001 - $15,000

Aug 30, 2018

Reported on

Sep 04, 2018
---
351.99%
-

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
---
18.78%
TRV
TRV

Travelers Companies

Sale (Partial)

$1,001 - $15,000

Jun 28, 2018

Reported on

Jul 09, 2018
---
130.62%
INTU
INTU

Intuit

Purchase

$1,001 - $15,000

Jun 21, 2018

Reported on

Jul 09, 2018
---
211.38%
V
V

Visa

Sale (Partial)

$1,001 - $15,000

Jun 21, 2018

Reported on

Jul 09, 2018
Managed Account – Not Self-Directed
148.90%
TJX
TJX

TJX Companies

Purchase

$1,001 - $15,000

Jun 21, 2018

Reported on

Jul 09, 2018
---
204.75%
NOC
NOC

Northrop Grumman

Sale (Partial)

$1,001 - $15,000

Jun 21, 2018

Reported on

Jul 09, 2018
---
----
MMM
MMM

3M

Sale (Partial)

$1,001 - $15,000

Jun 21, 2018

Reported on

Jul 09, 2018
---
2.57%
ADP
ADP

Automatic Data Processing

Sale (Partial)

$1,001 - $15,000

May 07, 2018

Reported on

Jun 04, 2018
---
102.33%
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
---
107.58%
DIS
DIS

Walt Disney

Purchase

$1,001 - $15,000

May 01, 2018

Reported on

Jun 04, 2018
Managed Account – Not Self-Directed
12.17%
PEP
PEP

PepsiCo

Purchase

$1,001 - $15,000

May 01, 2018

Reported on

Jun 04, 2018
---
43.87%
DEO
DEO

Diageo

Purchase

$1,001 - $15,000

May 01, 2018

Reported on

Jun 04, 2018
---
-32.97%
PG
PG

Procter & Gamble

Sale

$1,001 - $15,000

Apr 25, 2018

Reported on

May 10, 2018
---
101.24%
PG
PG

Procter & Gamble

Sale (Partial)

$1,001 - $15,000

Apr 24, 2018

Reported on

May 10, 2018
---
100.69%
PG
PG

Procter & Gamble

Sale (Partial)

$1,001 - $15,000

Apr 23, 2018

Reported on

May 10, 2018
---
99.32%
NOC
NOC

Northrop Grumman

Purchase

$1,001 - $15,000

Apr 23, 2018

Reported on

May 10, 2018
---
----
MO
MO

Altria Group

Sale

$1,001 - $15,000

Apr 23, 2018

Reported on

May 10, 2018
---
1.73%
SYK
SYK

Stryker

Purchase

$1,001 - $15,000

Apr 23, 2018

Reported on

May 10, 2018
---
112.87%
VPU
VPU

Vanguard Utilities ETF

Purchase

$1,001 - $15,000

Apr 11, 2018

Reported on

May 10, 2018
Managed Account – Not Self-Directed
75.25%
D
D

Dominion Energy

Sale

$1,001 - $15,000

Mar 14, 2018

Reported on

Apr 03, 2018
---
-17.21%
D
D

Dominion Energy

Sale

$1,001 - $15,000

Mar 13, 2018

Reported on

Apr 03, 2018
---
-16.62%
TRV
TRV

Travelers Companies

Purchase

$1,001 - $15,000

Mar 13, 2018

Reported on

Apr 03, 2018
---
100.72%
D
D

Dominion Energy

Sale

$1,001 - $15,000

Mar 12, 2018

Reported on

Apr 03, 2018
---
-16.58%
TRV
TRV

Travelers Companies

Purchase

$1,001 - $15,000

Mar 12, 2018

Reported on

Apr 03, 2018
---
99.58%
D
D

Dominion Energy

Sale

$1,001 - $15,000

Mar 09, 2018

Reported on

Apr 03, 2018
---
-16.47%
TRV
TRV

Travelers Companies

Purchase

$1,001 - $15,000

Mar 09, 2018

Reported on

Apr 03, 2018
---
98.45%
JPM
JPM

JPMorgan Chase

Sale

$1,001 - $15,000

Mar 08, 2018

Reported on

Apr 03, 2018
---
176.18%
TRV
TRV

Travelers Companies

Purchase

$1,001 - $15,000

Mar 08, 2018

Reported on

Apr 03, 2018
Managed Account – Not Self-Directed
102.18%
D
D

Dominion Energy

Sale

$1,001 - $15,000

Mar 08, 2018

Reported on

Apr 03, 2018
---
-16.42%
ZTS
ZTS

Zoetis

Purchase

$1,001 - $15,000

Feb 26, 2018

Reported on

Mar 02, 2018
Managed Account – Not Self-Directed
43.81%
VZ
VZ

Verizon Communications

Sale

$1,001 - $15,000

Feb 26, 2018

Reported on

Mar 02, 2018
---
-18.82%
AAPL
AAPL

Apple

Purchase

$1,001 - $15,000

Feb 26, 2018

Reported on

Mar 02, 2018
---
502.18%
ACN
ACN

Accenture

Purchase

$1,001 - $15,000

Feb 26, 2018

Reported on

Mar 02, 2018
---
48.45%
PFE
PFE

Pfizer

Sale

$1,001 - $15,000

Feb 26, 2018

Reported on

Mar 02, 2018
---
-30.58%
NOC
NOC

Northrop Grumman

Purchase

$1,001 - $15,000

Feb 26, 2018

Reported on

Mar 02, 2018
---
----
UNH
UNH

UnitedHealth Group

Sale

$1,001 - $15,000

Feb 26, 2018

Reported on

Mar 02, 2018
---
37.39%
SYK
SYK

Stryker

Purchase

$1,001 - $15,000

Feb 26, 2018

Reported on

Mar 02, 2018
---
114.16%
SYK
SYK

Stryker

Purchase

$1,001 - $15,000

Feb 26, 2018

Reported on

Mar 06, 2018
Managed Account – Not Self-Directed
114.16%
XOM
XOM

Exxon Mobil

Sale

$1,001 - $15,000

Feb 26, 2018

Reported on

Mar 02, 2018
---
49.95%
FDN
FDN

First Trust DJ Internet Index Fund

Purchase

$1,001 - $15,000

Feb 14, 2018

Reported on

Mar 02, 2018
---
129.39%
SPY
SPY

SPDR S&P 500

Purchase

$1,001 - $15,000

Feb 13, 2018

Reported on

Mar 02, 2018
---
156.18%
DIA
DIA

SPDR Dow Jones Industrial Average ETF

Purchase

$1,001 - $15,000

Feb 13, 2018

Reported on

Mar 02, 2018
---
92.16%
V
V

Visa

Purchase

$1,001 - $15,000

Feb 07, 2018

Reported on

Mar 02, 2018
---
179.86%
MSFT
MSFT

Microsoft

Purchase

$1,001 - $15,000

Feb 07, 2018

Reported on

Mar 02, 2018
---
464.67%
MET
MET

MetLife

Sale

$1,001 - $15,000

Feb 01, 2018

Reported on

Mar 02, 2018
---
60.83%
MET
MET

MetLife

Sale

$1,001 - $15,000

Jan 31, 2018

Reported on

Feb 02, 2018
---
60.56%
BAC
BAC

Bank of America

Sale

$15,001 - $50,000

Jan 22, 2018

Reported on

Feb 02, 2018
---
67.25%
GE
GE

General Electric

Purchase

$15,001 - $50,000

Jan 22, 2018

Reported on

Feb 02, 2018
---
303.09%
PM
PM

Philip Morris Intl

Sale

$1,001 - $15,000

Jan 16, 2018

Reported on

Feb 02, 2018
---
47.87%
INTC
INTC

Intel

Sale

$1,001 - $15,000

Jan 16, 2018

Reported on

Feb 02, 2018
---
-10.87%
ZTS
ZTS

Zoetis

Purchase

$1,001 - $15,000

Jan 16, 2018

Reported on

Feb 02, 2018
---
58.58%
ACN
ACN

Accenture

Purchase

$1,001 - $15,000

Jan 16, 2018

Reported on

Feb 02, 2018
---
54.82%
ADP
ADP

Automatic Data Processing

Purchase

$1,001 - $15,000

Jan 16, 2018

Reported on

Feb 02, 2018
---
112.80%
WM
WM

Waste Management

Purchase

$1,001 - $15,000

Jan 16, 2018

Reported on

Feb 02, 2018
---
127.39%
KO
KO

Coca-Cola

Sale

$15,001 - $50,000

Jan 12, 2018

Reported on

Feb 02, 2018
---
52.81%
PM
PM

Philip Morris Intl

Sale

$15,001 - $50,000

Jan 12, 2018

Reported on

Feb 02, 2018
---
48.39%
AEP
AEP

American Electric Power

Sale

$1,001 - $15,000

Jan 12, 2018

Reported on

Feb 02, 2018
---
81.68%
XOM
XOM

Exxon Mobil

Purchase

$1,001 - $15,000

Jan 12, 2018

Reported on

Feb 02, 2018
---
35.08%
ZTS
ZTS

Zoetis

Purchase

$1,001 - $15,000

Jan 12, 2018

Reported on

Feb 02, 2018
Managed Account – Not Self-Directed
58.89%
OXY
OXY

Occidental Petroleum

Sale

$1,001 - $15,000

Jan 12, 2018

Reported on

Feb 02, 2018
---
-45.38%
MO
MO

Altria Group

Purchase

$1,001 - $15,000

Jan 12, 2018

Reported on

Feb 02, 2018
---
-17.33%
KHC
KHC

Kraft Heinz

Sale

$1,001 - $15,000

Jan 12, 2018

Reported on

Feb 02, 2018
---
-68.48%
WM
WM

Waste Management

Purchase

$1,001 - $15,000

Jan 12, 2018

Reported on

Feb 02, 2018
---
127.11%
ACN
ACN

Accenture

Purchase

$1,001 - $15,000

Jan 12, 2018

Reported on

Feb 02, 2018
---
52.74%
INTC
INTC

Intel

Sale

$1,001 - $15,000

Jan 12, 2018

Reported on

Feb 02, 2018
---
-11.08%
ADP
ADP

Automatic Data Processing

Purchase

$1,001 - $15,000

Jan 12, 2018

Reported on

Feb 02, 2018
---
114.45%
HD
HD

Home Depot

Sale

$1,001 - $15,000

Jan 12, 2018

Reported on

Feb 02, 2018
---
88.59%
D
D

Dominion Energy

Sale

$1,001 - $15,000

Jan 12, 2018

Reported on

Feb 02, 2018
---
-19.84%
PEP
PEP

PepsiCo

Purchase

$1,001 - $15,000

Jan 12, 2018

Reported on

Feb 02, 2018
---
21.50%
DEO
DEO

Diageo

Purchase

$1,001 - $15,000

Dec 12, 2017

Reported on

Jan 04, 2018
---
-32.40%
DEO
DEO

Diageo

Purchase

$1,001 - $15,000

Dec 11, 2017

Reported on

Jan 04, 2018
---
-32.91%
SPG
SPG

Simon Property Group

Sale

$1,001 - $15,000

Dec 08, 2017

Reported on

Jan 04, 2018
---
12.75%
PM
PM

Philip Morris Intl

Sale

$1,001 - $15,000

Dec 08, 2017

Reported on

Jan 04, 2018
---
45.48%
WMT
WMT

Walmart

Sale

$1,001 - $15,000

Dec 08, 2017

Reported on

Jan 04, 2018
Managed Account – Not Self-Directed
218.24%
KO
KO

Coca-Cola

Sale

$1,001 - $15,000

Dec 08, 2017

Reported on

Jan 04, 2018
---
55.64%
DEO
DEO

Diageo

Purchase

$1,001 - $15,000

Dec 08, 2017

Reported on

Jan 04, 2018
---
-32.98%
UNH
UNH

UnitedHealth Group

Purchase

$1,001 - $15,000

Dec 08, 2017

Reported on

Jan 04, 2018
---
43.62%
T
T

AT&T

Purchase

$1,001 - $15,000

Nov 30, 2017

Reported on

Dec 06, 2017
---
-9.57%
TRMB
TRMB

Trimble

Sale

$1,001 - $15,000

Nov 30, 2017

Reported on

Dec 06, 2017
Managed Account – Not Self-Directed
89.81%
CSCO
CSCO

Cisco Systems

Sale

$1,001 - $15,000

Nov 20, 2017

Reported on

Dec 06, 2017
---
97.51%
GE
GE

General Electric

Sale

$1,001 - $15,000

Nov 15, 2017

Reported on

Dec 06, 2017
---
256.95%
NOC
NOC

Northrop Grumman

Purchase

$1,001 - $15,000

Nov 15, 2017

Reported on

Dec 06, 2017
---
----
KHC
KHC

Kraft Heinz

Sale

$1,001 - $15,000

Nov 03, 2017

Reported on

Dec 06, 2017
---
-68.74%
AXP
AXP

American Express

Sale

$1,001 - $15,000

Oct 17, 2017

Reported on

Nov 04, 2017
---
301.22%
JPM
JPM

JPMorgan Chase

Sale

$1,001 - $15,000

Oct 17, 2017

Reported on

Nov 04, 2017
---
224.62%
UNH
UNH

UnitedHealth Group

Sale

$1,001 - $15,000

Oct 17, 2017

Reported on

Nov 04, 2017
---
57.72%
PNC
PNC

PNC Financial Services Gr

Purchase

$15,001 - $50,000

Oct 04, 2017

Reported on

Nov 04, 2017
---
37.85%
DIS
DIS

Walt Disney

Sale

$1,001 - $15,000

Oct 04, 2017

Reported on

Nov 04, 2017
Managed Account – Not Self-Directed
11.63%
USB
USB

U.S. Bancorp

Sale

$1,001 - $15,000

Oct 02, 2017

Reported on

Nov 04, 2017
---
-10.97%
BNS
BNS

Bank of Nova Scotia

Purchase

$1,001 - $15,000

Sep 26, 2017

Reported on

Oct 05, 2017
---
4.83%
BNS
BNS

Bank of Nova Scotia

Purchase

$1,001 - $15,000

Sep 25, 2017

Reported on

Oct 05, 2017
---
4.39%
XOM
XOM

Exxon Mobil

Sale

$1,001 - $15,000

Sep 22, 2017

Reported on

Oct 05, 2017
---
47.92%
BNS
BNS

Bank of Nova Scotia

Purchase

$1,001 - $15,000

Sep 22, 2017

Reported on

Oct 05, 2017
---
4.02%
OXY
OXY

Occidental Petroleum

Sale

$1,001 - $15,000

Sep 22, 2017

Reported on

Oct 05, 2017
---
-33.59%
USB
USB

U.S. Bancorp

Sale

$1,001 - $15,000

Sep 22, 2017

Reported on

Oct 05, 2017
Managed Account – Not Self-Directed
-11.35%
MET
MET

MetLife

Sale

$1,001 - $15,000

Sep 22, 2017

Reported on

Oct 05, 2017
---
52.71%
CVS
CVS

CVS Health

Sale

$1,001 - $15,000

Aug 25, 2017

Reported on

Oct 04, 2017
---
2.91%
PM
PM

Philip Morris Intl

Purchase

$1,001 - $15,000

Aug 25, 2017

Reported on

Oct 04, 2017
---
35.08%
KO
KO

Coca-Cola

Purchase

$1,001 - $15,000

Aug 25, 2017

Reported on

Oct 04, 2017
---
54.75%
CVS
CVS

CVS Health