Thomas R. Carper Democrat · DE
Senate · former member · serving since 1983 · born January 23, 1947
Wikipedia · Ballotpedia · Official site · GovTrack · OpenSecrets · FEC filings · House History · Bioguide
Transactions
1,294
across 86 filings
Securities traded
258
0 active in 6 months
Disclosed range total
$6,214,294
sum of filed minimums
In plain language
Of 1,294 disclosed trades, 0 were flagged by the site's published rules.
None of these trades met the flagging rules. That is the ordinary result — most trades, by most members, are unremarkable.
Across the whole database, congressional trading beats the market by close to nothing on average, and only slightly more trades look unusual than chance alone would produce. Most members, most of the time, are unremarkable. That is the backdrop for anything you read here. A flag is a prompt to look at the record, never a finding about a person.
Seat & district history
| Seat | Congresses | Served | Change |
|---|---|---|---|
| Senator, DE | 107th–116th | 2001–2025 | moved to the Senate |
| DE at-large | 98th–102nd | 1983–1993 | first seat |
District numbers change when a state is redistricted, so a renumbering here is not necessarily a move — the boundaries were redrawn around the member. Term records come from the public congress-legislators dataset.
Committees
No current committee assignments on file (former member).
Earlier Congresses
| Congress | Committee | Position | Observed |
|---|---|---|---|
| 118th | Senate Committee on Environment and Public Works | Chairman | 2023-02 → 2024-11 |
| 118th | Senate Committee on Finance | Member | 2023-02 → 2024-11 |
| 118th | Senate Committee on Homeland Security and Governmental Affairs | Member | 2023-02 → 2024-11 |
| 117th | Senate Committee on Environment and Public Works | Chairman | 2021-01 → 2022-11 |
| 117th | Senate Committee on Finance | Member | 2021-01 → 2022-11 |
| 117th | Senate Committee on Homeland Security and Governmental Affairs | Member | 2021-01 → 2022-11 |
| 116th | Senate Committee on Environment and Public Works | Ranking Member | 2019-01 → 2020-12 |
| 116th | Senate Committee on Finance | Member | 2019-01 → 2020-12 |
| 116th | Senate Committee on Homeland Security and Governmental Affairs | Member | 2019-01 → 2020-12 |
| 115th | Senate Committee on Environment and Public Works | Ranking Member | 2017-01 → 2018-12 |
| 115th | Senate Committee on Finance | Member | 2017-01 → 2018-12 |
| 115th | Senate Committee on Homeland Security and Governmental Affairs | Member | 2017-01 → 2018-12 |
| 114th | Senate Committee on Environment and Public Works | Member | 2015-02 → 2016-12 |
| 114th | Senate Committee on Finance | Member | 2015-02 → 2016-12 |
| 114th | Senate Committee on Homeland Security and Governmental Affairs | Ranking Member | 2015-02 → 2016-12 |
| 113th | Senate Committee on Environment and Public Works | Member | 2013-01 → 2014-11 |
| 113th | Senate Committee on Finance | Member | 2013-01 → 2014-11 |
| 113th | Senate Committee on Homeland Security and Governmental Affairs | Chairman | 2013-01 → 2014-11 |
| 112th | Senate Committee on Environment and Public Works | Member | 2012-11 → 2012-11 |
| 112th | Senate Committee on Finance | Member | 2012-11 → 2012-11 |
| 112th | Senate Committee on Homeland Security and Governmental Affairs | Member | 2012-11 → 2012-11 |
The published roster covers only the sitting Congress, so earlier assignments are reconstructed from the dated version history of that same public dataset, sampled monthly back to 2012. Observed is the span across which we actually saw the seat held — it is evidence of tenure, not a precise start and end date, and a seat that changed hands between two monthly samples may be dated up to a month out. Committees with no history recorded are absent because no snapshot showed them, which is not evidence the member held no seat.
Currently trading — last 6 months
No transactions disclosed in the last 6 months.
Previously traded
Securities with disclosed transactions before this window and none since. A security leaving this list means no reported trading — not that a position was closed. Holdings themselves are not disclosed in these filings.
| Ticker | Security | Sector | Trades | Buys / Sells | Total value | Active |
|---|---|---|---|---|---|---|
| AY | Atlantica Yield Plc | — | 4 | 3 / 1 | $32,002 | 2020-07 → 2024-12 |
| TGT | Target Corp | Retail & Consumer | 2 | 2 / 0 | $16,001 | 2024-02 → 2024-05 |
| PRF | Invesco FTSE RAFI US 1000 ETF | — | 2 | 1 / 1 | $16,001 | 2022-08 → 2024-05 |
| EFAD | Proshares MSCI EAFE Dividend Growers ETF | — | 4 | 2 / 2 | $32,002 | 2022-08 → 2024-05 |
| FDRR | Fidelity Dividend ETF For Rising Rates | — | 4 | 2 / 2 | $32,002 | 2022-08 → 2024-05 |
| VEA | Vanguard FTSE Developed Markets ETF | — | 2 | 2 / 0 | $16,001 | 2024-05 → 2024-05 |
| VIG | Vanguard Div Appreciation ETF | — | 1 | 1 / 0 | $8,001 | 2024-05 → 2024-05 |
| COWZ | Pacer US Cash Cows 100 Index | — | 1 | 1 / 0 | $8,001 | 2024-05 → 2024-05 |
| ICOW | Pacer Developed Markets International C… | — | 1 | 1 / 0 | $8,001 | 2024-05 → 2024-05 |
| SMDV | ProShares Russell 2000 Dividend Growers… | — | 3 | 2 / 1 | $24,002 | 2022-08 → 2024-05 |
| CALF | Pacer US Small Cap Cash Cows 100 ETF | — | 1 | 1 / 0 | $8,001 | 2024-05 → 2024-05 |
| SRVR | Pacer Benchmark Data & Infrastructure R… | — | 12 | 9 / 3 | $96,006 | 2020-04 → 2024-05 |
| MOO | VanEck Agribusiness ETF | — | 8 | 4 / 4 | $64,004 | 2022-01 → 2024-05 |
| SBUX | Starbucks Corporation - Common Stock | Retail & Consumer | 7 | 4 / 3 | $56,004 | 2020-04 → 2024-05 |
| TTE | TotalEnergies SE | Oil & Gas | 4 | 1 / 3 | $32,002 | 2021-06 → 2024-05 |
| ATKR | Atkore Inc | — | 2 | 1 / 1 | $16,001 | 2023-01 → 2024-05 |
| EMR | Emerson Electric Company | Electronics | 1 | 1 / 0 | $8,001 | 2024-05 → 2024-05 |
| OXY | Occidental Petroleum Corporation Common… | Oil & Gas | 1 | 1 / 0 | $8,001 | 2024-05 → 2024-05 |
| VLO | Valero Energy Corp | Oil & Gas | 3 | 2 / 1 | $24,002 | 2023-12 → 2024-04 |
| ENB | Enbridge Inc Common Stock (ENB) | Oil & Gas | 1 | 1 / 0 | $8,001 | 2024-04 → 2024-04 |
| MOS | Mosaic Company (MOS) | Chemicals | 4 | 2 / 2 | $32,002 | 2022-01 → 2024-03 |
| D | Dominion Energy Inc | Utilities | 1 | 1 / 0 | $8,001 | 2024-03 → 2024-03 |
| NTR | Nutrien Ltd | Chemicals | 1 | 1 / 0 | $8,001 | 2024-03 → 2024-03 |
| SOFI | Sofi Technologies Inc | — | 2 | 1 / 1 | $16,001 | 2023-08 → 2024-03 |
| INOD | Innodata Inc | — | 2 | 1 / 1 | $16,001 | 2023-08 → 2024-03 |
| ALTM | Arcadium Lithium Plc | — | 1 | 1 / 0 | $8,001 | 2024-03 → 2024-03 |
| CEF | Sprott Physical Gold & Silver Trust | Capital Markets | 16 | 11 / 5 | $128,008 | 2019-07 → 2024-03 |
| GLD | SPDR Gold Trust | Capital Markets | 16 | 8 / 8 | $128,008 | 2020-04 → 2024-03 |
| SQM | Sociedad Quimica Y Minera S.A. ADR | Mining & Metals | 4 | 3 / 1 | $32,002 | 2022-08 → 2024-03 |
| ETRN | Equitrans Midstream Corp | — | 2 | 1 / 1 | $16,001 | 2024-01 → 2024-03 |
| NVDA | NVIDIA Corporation - Common Stock (NVDA) | Semiconductors | 7 | 2 / 5 | $56,004 | 2020-07 → 2024-03 |
| AAPL | Apple Inc. - Common Stock (AAPL) | Technology Hardware | 8 | 0 / 8 | $247,004 | 2020-07 → 2024-03 |
| ICLN | Global Clean Energy Ishares ETF | — | 1 | 1 / 0 | $75,001 | 2024-03 → 2024-03 |
| EQNR | Equinor ASA | Oil & Gas | 2 | 1 / 1 | $16,001 | 2023-01 → 2024-02 |
| GBIL | Goldman Sachs Access Treasury 0-1 Year … | — | 24 | 14 / 10 | $265,512 | 2020-04 → 2024-01 |
| MET | Metlife Inc | Insurance | 4 | 2 / 2 | $32,002 | 2020-04 → 2024-01 |
| ABT | Abbott Laboratories Common Stock (ABT) | Pharmaceuticals & Biotech | 2 | 1 / 1 | $16,001 | 2022-10 → 2024-01 |
| CME | CME Group Inc. - Class A Common Stock (… | Capital Markets | 2 | 2 / 0 | $16,001 | 2023-01 → 2024-01 |
| AES | The Aes Corp | Utilities | 1 | 1 / 0 | $8,001 | 2024-01 → 2024-01 |
| S | Sentinelone Inc Cl A | — | 1 | 0 / 1 | $8,001 | 2024-01 → 2024-01 |
| DELL | Dell Technologies Inc | Technology Hardware | 1 | 1 / 0 | $8,001 | 2024-01 → 2024-01 |
| TAC | TRSWF - TransAlta Renewables Inc (Excha… | — | 1 | 0 / 0 | $8,001 | 2023-12 → 2023-12 |
| SBPYX | Clearbridge Small Cap Growth Fd Cl I | — | 2 | 2 / 0 | $40,501 | 2022-10 → 2023-12 |
| XCEM | Columbia EM Core Ex-China ETF | — | 3 | 3 / 0 | $48,502 | 2023-08 → 2023-12 |
| HDGE | Ranger Equity Bear Bear ETF | — | 13 | 8 / 5 | $177,507 | 2022-10 → 2023-12 |
| TSM | Taiwan Semiconductor Manufacturing Comp… | Semiconductors | 5 | 2 / 3 | $40,003 | 2019-11 → 2023-12 |
| DGX | Quest Diagnostics Incorporated Common S… | Healthcare Services | 3 | 2 / 1 | $24,002 | 2020-04 → 2023-12 |
| IRM | Iron Mountain Inc | Investment Funds | 8 | 2 / 6 | $64,004 | 2020-04 → 2023-12 |
| GLPI | Gaming and Leisure Properties, Inc. - C… | Investment Funds | 3 | 3 / 0 | $24,002 | 2021-11 → 2023-12 |
| URA | Global X Uranium ETF | — | 2 | 1 / 1 | $16,001 | 2023-01 → 2023-12 |
| FLNG | Flex Lng Ltd | Transportation | 2 | 2 / 0 | $16,001 | 2023-01 → 2023-12 |
| AGX | Argan, Inc. Common Stock (AGX) | — | 2 | 1 / 1 | $16,001 | 2023-02 → 2023-12 |
| FNF | Fidelity National Financial, Inc. Commo… | Insurance | 2 | 1 / 1 | $16,001 | 2023-07 → 2023-12 |
| FMC | FMC Corporation Common Stock (FMC) | Chemicals | 1 | 1 / 0 | $8,001 | 2023-12 → 2023-12 |
| KMB | Kimberly-Clark Corporation Common Stock… | Materials | 1 | 1 / 0 | $8,001 | 2023-12 → 2023-12 |
| PSQ | ProShares Short QQQ | — | 24 | 12 / 12 | $241,012 | 2021-01 → 2023-10 |
| RVNC | Revance Therapeutics, Inc. - Common Sto… | — | 1 | 1 / 0 | $8,001 | 2023-10 → 2023-10 |
| GPCR | Structure Therapeutics Inc | — | 1 | 0 / 1 | $8,001 | 2023-10 → 2023-10 |
| SWKS | Skyworks Solutions, Inc. - Common Stock | Semiconductors | 12 | 9 / 3 | $96,006 | 2019-04 → 2023-08 |
| RMD | ResMed Inc. Common Stock | Medical Devices | 6 | 1 / 5 | $48,003 | 2020-04 → 2023-08 |
| CRWD | CrowdStrike Holdings, Inc. - Class A Co… | Software & IT Services | 3 | 2 / 1 | $24,002 | 2020-11 → 2023-08 |
| AQN | Algonquin Power and Utilities Corp | — | 4 | 2 / 2 | $32,002 | 2021-01 → 2023-08 |
| NEE | NextEra Energy, Inc. Common Stock (NEE) | Utilities | 1 | 1 / 0 | $8,001 | 2023-08 → 2023-08 |
| NTLA | Intellia Therapeutics, Inc. - Common St… | Pharmaceuticals & Biotech | 4 | 3 / 1 | $32,002 | 2020-11 → 2023-08 |
| MPW | Medical Properties Trust | — | 4 | 1 / 3 | $32,002 | 2020-07 → 2023-08 |
| ROK | Rockwell Automation, Inc. Common Stock | Medical Devices | 1 | 1 / 0 | $8,001 | 2023-08 → 2023-08 |
| JHEM | John Hancock Multifactor Emerging Marke… | — | 4 | 2 / 2 | $32,002 | 2022-08 → 2023-08 |
| BAH | Booz Allen Hamilton Holding Corporation… | Business Services | 4 | 3 / 1 | $32,002 | 2020-11 → 2023-08 |
| RMBS | Rambus Inc | — | 1 | 0 / 1 | $8,001 | 2023-08 → 2023-08 |
| FTNT | Fortinet, Inc. - Common Stock (FTNT) | Technology Hardware | 3 | 2 / 1 | $24,002 | 2020-11 → 2023-08 |
| VZ | Verizon Communications Inc. Common Stoc… | Telecommunications | 4 | 3 / 1 | $32,002 | 2020-03 → 2023-07 |
| ETN | Eaton Corporation, PLC Ordinary Shares … | Other | 3 | 0 / 3 | $24,002 | 2021-06 → 2023-06 |
| TT | Trane Technologies plc (TT) | Medical Devices | 1 | 1 / 0 | $8,001 | 2023-06 → 2023-06 |
| DIS | Walt Disney Company | Media & Entertainment | 6 | 4 / 2 | $48,003 | 2020-03 → 2023-05 |
| KEYS | Keysight Technologies Inc. Common Stock | Medical Devices | 3 | 2 / 1 | $24,002 | 2020-11 → 2023-05 |
| PYPL | Paypal Holdings | Business Services | 4 | 3 / 1 | $32,002 | 2020-03 → 2023-05 |
| TMO | Thermo Fisher Scientific Inc | Medical Devices | 3 | 2 / 1 | $24,002 | 2020-11 → 2023-04 |
| NVS | Novartis Ag ADR | Pharmaceuticals & Biotech | 1 | 1 / 0 | $8,001 | 2023-04 → 2023-04 |
| LGI | Lazard Global Total Return and Income F… | — | 7 | 2 / 4 | $56,004 | 2019-12 → 2023-04 |
| SBIO | Alps Medical Breakthroughs ETF | — | 11 | 4 / 7 | $88,006 | 2020-04 → 2023-04 |
| FDN | First Trust Dow Jones Internet ETF | — | 11 | 4 / 7 | $88,006 | 2020-04 → 2023-04 |
| RTH | VanEck Retail ETF | — | 10 | 6 / 4 | $80,005 | 2020-07 → 2023-04 |
| FIMKX | Fidelity Advisor Emerging Markets Fund … | — | 9 | 5 / 4 | $96,505 | 2020-07 → 2023-04 |
| FCPIX | Fidelity Advisor International Capital … | — | 11 | 6 / 5 | $88,006 | 2020-07 → 2023-04 |
| MRVL | Marvell Technology Inc | Semiconductors | 3 | 2 / 1 | $24,002 | 2020-11 → 2023-04 |
| BRKR | Bruker Corporation - Common Stock | Medical Devices | 3 | 2 / 1 | $24,002 | 2020-11 → 2023-04 |
| DGRS | WisdomTree U.S. SmallCap Quality Divide… | — | 6 | 3 / 3 | $48,003 | 2020-11 → 2023-04 |
| VSH | Vishay Intertechnology, Inc. Common Sto… | — | 2 | 1 / 1 | $16,001 | 2021-06 → 2023-04 |
| JHMM | John Hancock Multifactor Mid Cap ETF | — | 5 | 3 / 2 | $40,003 | 2022-01 → 2023-04 |
| AVNT | Avient Corporation Common Stock (AVNT) | Chemicals | 1 | 0 / 1 | $8,001 | 2023-04 → 2023-04 |
| SNDR | Schneider National, Inc. Common Stock (… | Transportation | 1 | 0 / 1 | $8,001 | 2023-04 → 2023-04 |
| ALGM | Allegro MicroSystems, Inc. - Common Sto… | Semiconductors | 1 | 0 / 1 | $8,001 | 2023-04 → 2023-04 |
| DIOD | Diodes Incorporated - Common Stock | — | 1 | 0 / 1 | $8,001 | 2023-04 → 2023-04 |
| UAA | Under Armour | Consumer Goods | 4 | 0 / 4 | $32,002 | 2019-12 → 2023-04 |
| UA | Under Armour, Inc. Class C Common Stock… | Consumer Goods | 2 | 0 / 2 | $16,001 | 2019-12 → 2023-04 |
| CSCO | Cisco Systems Inc | Technology Hardware | 3 | 1 / 2 | $48,502 | 2020-03 → 2023-04 |
| QCOM | QUALCOMM Incorporated - Common Stock (Q… | Electronics | 10 | 4 / 6 | $80,005 | 2019-04 → 2023-02 |
| APO | Apollo Global Management, Inc. (APO) | Capital Markets | 7 | 3 / 4 | $56,004 | 2020-04 → 2023-02 |
| RTX | Raytheon Technologies Corp | Defense & Aerospace | 3 | 1 / 1 | $24,002 | 2020-04 → 2023-02 |
| HASI | Hannon Armstrong Sustainable Infrastruc… | Investment Funds | 4 | 1 / 3 | $32,002 | 2020-07 → 2023-02 |
| VFH | Vanguard Financials ETF | — | 2 | 1 / 1 | $16,001 | 2022-01 → 2023-02 |
| KBE | SPDR S&P Bank ETF | — | 2 | 1 / 1 | $16,001 | 2022-01 → 2023-02 |
| BSM | Black Stone Minerals, L.P. Common units… | — | 2 | 2 / 0 | $16,001 | 2023-01 → 2023-02 |
| FPI | Farmland Partners Inc. Common Stock | — | 2 | 2 / 0 | $16,001 | 2023-01 → 2023-02 |
| WM | Waste Management, Inc. Common Stock (WM) | Utilities | 1 | 1 / 0 | $8,001 | 2023-02 → 2023-02 |
| IVV | iShares Core S&P 500 ETF | — | 6 | 1 / 5 | $48,003 | 2020-04 → 2023-02 |
| MBXIX | Catalyst/Millburn Hedge Strategy Fund C… | — | 11 | 2 / 9 | $88,006 | 2020-04 → 2023-02 |
| QTEC | First Trust NASDAQ-100-Technology Secto… | — | 5 | 3 / 2 | $40,003 | 2020-04 → 2023-02 |
| IWD | iShares Russell 1000 Value ETF | — | 3 | 3 / 0 | $24,002 | 2020-04 → 2023-02 |
| NXTG | First Trust Indxx NextG ETF | — | 6 | 3 / 3 | $48,003 | 2020-07 → 2023-02 |
| LDP | Cohen & Steers Limited Duration Preferr… | — | 13 | 9 / 4 | $104,007 | 2020-08 → 2023-02 |
| IJR | S&P Smallcap Ishares Core ETF | — | 3 | 1 / 2 | $24,002 | 2020-10 → 2023-02 |
| ABYIX | Abbey Capital Futures Strategy Fund- Cl… | — | 6 | 5 / 1 | $48,003 | 2020-11 → 2023-02 |
| IGHG | ProShares Investment Grade-Interest Rat… | — | 2 | 2 / 0 | $40,501 | 2022-01 → 2023-02 |
| GNR | SPDR S&P Global Natural Resources ETF | — | 6 | 4 / 2 | $48,003 | 2022-01 → 2023-02 |
| LUBYX | Lord Abbett Ultra Short Bond Fund - Cla… | — | 4 | 1 / 3 | $56,502 | 2022-05 → 2023-02 |
| CDL | VictoryShares US Large Cap High Div Vol… | — | 2 | 1 / 1 | $16,001 | 2022-08 → 2023-02 |
| SPGP | Invesco S&P 500 GARP ETF | — | 2 | 1 / 1 | $16,001 | 2022-08 → 2023-02 |
| FQAL | Fidelity Quality Factor ETF | — | 2 | 1 / 1 | $16,001 | 2022-08 → 2023-02 |
| VHT | Vanguard Health Care ETF | — | 1 | 1 / 0 | $8,001 | 2023-02 → 2023-02 |
| RIO | Rio Tinto Plc Common Stock (RIO) | Mining & Metals | 4 | 3 / 1 | $32,002 | 2020-11 → 2023-01 |
| MCD | McDonald's Corporation Common Stock | Retail & Consumer | 3 | 1 / 2 | $24,002 | 2019-11 → 2023-01 |
| CVS | CVS Health Corporation Common Stock (CV… | Retail & Consumer | 8 | 6 / 2 | $64,004 | 2020-03 → 2023-01 |
| AXS | Axis Capital Holdings Limited Common St… | Insurance | 5 | 2 / 3 | $40,003 | 2020-07 → 2023-01 |
| DLR | Digital Realty Trust, Inc. Common Stock… | Investment Funds | 3 | 2 / 1 | $24,002 | 2022-01 → 2023-01 |
| AMT | American Tower Corporation (AMT) | Investment Funds | 2 | 2 / 0 | $16,001 | 2022-01 → 2023-01 |
| HOLX | Hologic, Inc. - Common Stock (HOLX) | — | 1 | 0 / 1 | $8,001 | 2023-01 → 2023-01 |
| BHP | BHP Group Limited American Depositary S… | Mining & Metals | 1 | 1 / 0 | $8,001 | 2023-01 → 2023-01 |
| TU | Telus Corporation Ordinary Shares | — | 1 | 0 / 1 | $8,001 | 2023-01 → 2023-01 |
| SAND | Sandstorm Gold Ltd. Ordinary Shares (Ca… | — | 1 | 1 / 0 | $8,001 | 2023-01 → 2023-01 |
| MAXR | Maxar Technologies Inc | — | 4 | 2 / 2 | $32,002 | 2020-11 → 2023-01 |
| MGM | MGM Resorts International Common Stock | Consumer Services | 1 | 1 / 0 | $8,001 | 2023-01 → 2023-01 |
| WIW | Western Asset Inflation-Linked Opportun… | — | 15 | 10 / 5 | $144,508 | 2020-07 → 2022-11 |
| BMN | BlackRock 2037 Municipal Target Term Tr… | — | 1 | 1 / 0 | $8,001 | 2022-10 → 2022-10 |
| GSMYX | Goldman Sachs Small/Mid-Cap Growth Fund… | — | 5 | 1 / 4 | $40,003 | 2020-12 → 2022-10 |
| INTC | Intel Corporation - Common Stock (INTC) | Semiconductors | 4 | 2 / 2 | $32,002 | 2021-02 → 2022-10 |
| GMRE | Global Medical REIT Inc. Common Stock | — | 2 | 1 / 1 | $16,001 | 2022-01 → 2022-10 |
| SH | ProShares Short S&P500 | — | 14 | 7 / 7 | $161,007 | 2021-01 → 2022-10 |
| HQL | TeklaLife Sciences Investors Common Sto… | — | 3 | 2 / 1 | $24,002 | 2020-02 → 2022-10 |
| NID | Nuveen Intermediate Duration Municipal … | — | 1 | 0 / 1 | $32,501 | 2022-10 → 2022-10 |
| FAST | Fastenal Company - Common Stock (FAST) | Retail & Consumer | 2 | 1 / 1 | $16,001 | 2021-07 → 2022-08 |
| CFA | VictoryShares US 500 Volatility Wtd ETF | — | 5 | 2 / 3 | $40,003 | 2020-04 → 2022-08 |
| CIBR | First Trust Nasdaq Cybersecurity ETF | — | 5 | 2 / 3 | $40,003 | 2020-04 → 2022-08 |
| FINX | Global X FinTech ETF | — | 5 | 3 / 2 | $40,003 | 2020-04 → 2022-08 |
| GDXJ | VanEck Vectors Junior Gold Miners ETF | — | 4 | 1 / 3 | $32,002 | 2020-07 → 2022-08 |
| IJS | iShares S&P SmallCap 600 Value ETF | — | 2 | 0 / 2 | $16,001 | 2021-07 → 2022-08 |
| KRE | SPDR S&P Regional Banking ETF | — | 2 | 1 / 1 | $16,001 | 2022-01 → 2022-08 |
| GSIMX | Goldman Sachs Gqg Partners Internationa… | — | 1 | 1 / 0 | $8,001 | 2022-08 → 2022-08 |
| EELV | S&P Emerging Markets Low Vol Invesco ETF | — | 1 | 1 / 0 | $8,001 | 2022-08 → 2022-08 |
| GSSC | GS Activebeta U.S. Small Cap Equity ETF | — | 1 | 1 / 0 | $8,001 | 2022-08 → 2022-08 |
| FIASX | Fidelity Advisor International Small Ca… | — | 1 | 0 / 1 | $32,501 | 2022-08 → 2022-08 |
| JCI | Johnson Controls International plc Ordi… | Other | 3 | 2 / 1 | $24,002 | 2021-07 → 2022-05 |
| KWEB | KS Trust KS CSI China Internet ETF | — | 5 | 2 / 3 | $40,003 | 2020-04 → 2022-03 |
| LUBFX | Lord Abbett Ultra Short Bond Fund - Cla… | — | 10 | 5 / 5 | $80,005 | 2020-04 → 2022-01 |
| PTMC | Pacer Trendpilot US Mid Cap ETF | — | 6 | 5 / 1 | $48,003 | 2020-07 → 2022-01 |
| XAR | SPDR S&P Aerospace & Defense ETF | — | 5 | 2 / 3 | $40,003 | 2020-11 → 2022-01 |
| SI | Silvergate Capital Corporation Class A … | Medical Devices | 3 | 3 / 0 | $24,002 | 2020-11 → 2022-01 |
| GEMIX | Goldman Sachs Emerging Markets Equity F… | — | 7 | 4 / 3 | $56,004 | 2021-02 → 2022-01 |
| ITA | iShares U.S. Aerospace & Defense ETF | — | 3 | 3 / 0 | $24,002 | 2022-01 → 2022-01 |
| IVOO | Vanguard S&P Mid-Cap 400 ETF | — | 1 | 0 / 1 | $8,001 | 2022-01 → 2022-01 |
| KBA | KraneShares Bosera MSCI China A ETF | — | 1 | 0 / 1 | $8,001 | 2022-01 → 2022-01 |
| ABBV | Abbvie Inc | Pharmaceuticals & Biotech | 6 | 3 / 3 | $48,003 | 2020-03 → 2022-01 |
| IWN | iShares Russell 2000 Value ETF | — | 3 | 2 / 1 | $24,002 | 2020-04 → 2022-01 |
| ARCC | Ares Capital Corporation - Closed End F… | — | 5 | 2 / 3 | $40,003 | 2020-04 → 2022-01 |
| GLAD | Gladstone Capital Corporation - Common … | — | 5 | 2 / 3 | $40,003 | 2020-04 → 2022-01 |
| PTNQ | Pacer Trendpilot 100 ETF | — | 5 | 5 / 0 | $40,003 | 2020-04 → 2022-01 |
| LHX | L3Harris Technologies Inc | Medical Devices | 6 | 4 / 2 | $48,003 | 2020-04 → 2022-01 |
| GLW | Corning Incorporated Common Stock (GLW) | Mining & Metals | 5 | 4 / 1 | $40,003 | 2020-04 → 2022-01 |
| FXI | iShares China Large-Cap ETF | — | 5 | 0 / 5 | $40,003 | 2020-07 → 2022-01 |
| C | Citigroup Inc | Banking | 3 | 2 / 1 | $24,002 | 2020-07 → 2022-01 |
| LMT | Lockheed Martin Corporation Common Stoc… | Defense & Aerospace | 3 | 2 / 1 | $24,002 | 2020-07 → 2022-01 |
| V | Visa Inc. (V) | Business Services | 3 | 3 / 0 | $24,002 | 2020-11 → 2022-01 |
| BMY | Bristol-Myers Squibb Company Common Sto… | Pharmaceuticals & Biotech | 3 | 3 / 0 | $24,002 | 2020-12 → 2022-01 |
| JNJ | Johnson & Johnson Common Stock (JNJ) | Pharmaceuticals & Biotech | 1 | 1 / 0 | $8,001 | 2022-01 → 2022-01 |
| CEM | ClearBridge MLP and Midstream Fund Inc.… | — | 1 | 0 / 1 | $8,001 | 2021-12 → 2021-12 |
| CONE | CyrusOne Inc - Common Stock | Banking | 6 | 2 / 4 | $48,003 | 2020-08 → 2021-11 |
| GOLD | Barrick Gold Corp Option Type: Put Stri… | Wholesale | 3 | 2 / 1 | $24,002 | 2020-11 → 2021-11 |
| QS | QuantumScape Corporation Class A Common… | Technology Hardware | 1 | 0 / 1 | $8,001 | 2021-11 → 2021-11 |
| LITE | Lumentum Holdings Inc. - Common Stock (… | Electronics | 1 | 1 / 0 | $8,001 | 2021-11 → 2021-11 |
| COR | Cencora, Inc. Common Stock (COR) | Wholesale | 2 | 1 / 1 | $16,001 | 2021-08 → 2021-11 |
| SNOW | Snowflake Inc Cl A | Software & IT Services | 1 | 1 / 0 | $8,001 | 2021-10 → 2021-10 |
| GOOG | Alphabet Inc. - Class C Capital Stock (… | Software & IT Services | 1 | 0 / 1 | $8,001 | 2021-09 → 2021-09 |
| LMRK | Landmark Infrastructure Partners LP - C… | — | 4 | 3 / 1 | $32,002 | 2020-07 → 2021-08 |
| WW | WW International, Inc. - Common Stock | Consumer Services | 4 | 2 / 2 | $32,002 | 2019-02 → 2021-08 |
| ARE | Alexandria Real Estate Equities, Inc. C… | Investment Funds | 7 | 4 / 3 | $56,004 | 2020-04 → 2021-08 |
| TRIT | Triterras, Inc. | — | 2 | 1 / 1 | $16,001 | 2021-04 → 2021-06 |
| RAMP | LiveRamp Holdings, Inc. | — | 1 | 1 / 0 | $8,001 | 2021-06 → 2021-06 |
| MANT | ManTech International Corporation | — | 5 | 4 / 1 | $40,003 | 2020-07 → 2021-06 |
| DEO | Diageo Plc ADR | Food & Beverage | 1 | 0 / 1 | $8,001 | 2021-06 → 2021-06 |
| NUAN | Nuance Communications, Inc. | — | 3 | 2 / 1 | $24,002 | 2020-11 → 2021-04 |
| GAN | GAN Limited | — | 1 | 0 / 1 | $8,001 | 2021-04 → 2021-04 |
| CWEN | Clearway Energy, Inc. Class C Common St… | Utilities | 1 | 1 / 0 | $8,001 | 2021-04 → 2021-04 |
| GEM | Goldman Sachs ActiveBeta Emerging Marke… | — | 3 | 2 / 1 | $24,002 | 2020-04 → 2021-02 |
| EEM | iShares MSCI Emerging Markets ETF | — | 4 | 2 / 2 | $32,002 | 2020-04 → 2021-02 |
| FEMS | First Trust Emerging Markets Small Cap … | — | 6 | 0 / 6 | $48,003 | 2020-07 → 2021-02 |
| GGSM | Gold and GemStone Mining Inc. | — | 1 | 0 / 1 | $8,001 | 2021-02 → 2021-02 |
| XCAPX | ACAP Strategic Fund | — | 3 | 3 / 0 | $73,002 | 2020-05 → 2021-01 |
| DD | DuPont de Nemours, Inc. Common Stock (D… | Chemicals | 4 | 0 / 4 | $56,502 | 2020-11 → 2021-01 |
| PBA | Pembina Pipeline Corp. Ordinary Shares … | Oil & Gas | 2 | 0 / 2 | $16,001 | 2020-12 → 2021-01 |
| VIAV | Viavi Solutions Inc. - Common Stock (VI… | Semiconductors | 3 | 2 / 1 | $24,002 | 2020-11 → 2021-01 |
| EVOP | EVO Payments, Inc. | — | 3 | 2 / 1 | $24,002 | 2020-11 → 2021-01 |
| RODM | Hartford Multifactor Developed Markets … | — | 6 | 4 / 2 | $48,003 | 2020-04 → 2021-01 |
| CAG | ConAgra Brands, Inc. Common Stock (CAG) | Food & Beverage | 4 | 1 / 3 | $32,002 | 2019-07 → 2021-01 |
| DDOG | Datadog, Inc. - Class A Common Stock (D… | Software & IT Services | 3 | 2 / 1 | $24,002 | 2020-11 → 2021-01 |
| FEYE | FireEye, Inc. | — | 1 | 0 / 1 | $8,001 | 2021-01 → 2021-01 |
| AJRD | Aerojet Rocketdyne Holdings, Inc. | — | 3 | 2 / 1 | $24,002 | 2020-11 → 2021-01 |
| DOW | Dow Inc. Common Stock (DOW) | Chemicals | 3 | 0 / 3 | $24,002 | 2020-11 → 2020-12 |
| TSLA | Tesla, Inc. - Common Stock (TSLA) | Automotive | 1 | 1 / 0 | $8,001 | 2020-12 → 2020-12 |
| VTRS | Viatris Inc. - Common Stock (VTRS) | Pharmaceuticals & Biotech | 1 | 0 / 1 | $8,001 | 2020-12 → 2020-12 |
| NTAP | NetApp, Inc. | Technology Hardware | 1 | 1 / 0 | $8,001 | 2020-12 → 2020-12 |
| OHI | Omega Healthcare Investors, Inc. | Investment Funds | 4 | 0 / 4 | $32,002 | 2020-07 → 2020-11 |
| PTLC | Pacer Trendpilot US Large Cap ETF | — | 4 | 4 / 0 | $32,002 | 2020-07 → 2020-11 |
| SNPS | Synopsys, Inc. - Common Stock (SNPS) | Software & IT Services | 2 | 2 / 0 | $16,001 | 2020-11 → 2020-11 |
| ERIC | Telefonaktiebolaget LM Ericsson (publ) | Electronics | 2 | 2 / 0 | $16,001 | 2020-11 → 2020-11 |
| ACIW | ACI Worldwide, Inc. - Common Stock (ACI… | Software & IT Services | 2 | 2 / 0 | $16,001 | 2020-11 → 2020-11 |
| GMAB | Genmab A/S - American Depositary Shares… | Pharmaceuticals & Biotech | 2 | 2 / 0 | $16,001 | 2020-11 → 2020-11 |
| HBI | Hanesbrands Inc. | — | 2 | 0 / 2 | $16,001 | 2020-11 → 2020-11 |
| ATVI | Activision Blizzard, Inc - Common Stock | — | 2 | 2 / 0 | $16,001 | 2020-11 → 2020-11 |
| ARNA | Arena Pharmaceuticals, Inc. | — | 2 | 2 / 0 | $16,001 | 2020-11 → 2020-11 |
| PAGS | PagSeguro Digital Ltd. | — | 2 | 2 / 0 | $16,001 | 2020-11 → 2020-11 |
| CTVA | Corteva Inc | Agriculture | 2 | 0 / 2 | $16,001 | 2020-11 → 2020-11 |
| HAL | Halliburton Company Common Stock (HAL) | Oil & Gas | 2 | 0 / 2 | $16,001 | 2020-11 → 2020-11 |
| PAAS | Pan American Silver Corp. (PAAS) | — | 2 | 2 / 0 | $16,001 | 2020-11 → 2020-11 |
| ATOAX | Aberdeen Ultra Short Municipal Income F… | — | 1 | 1 / 0 | $32,501 | 2020-09 → 2020-09 |
| TCEHY | TENCENT HLDGS UNSP/ADR (TCEHY) | — | 6 | 0 / 6 | $48,003 | 2020-04 → 2020-08 |
| SIL | Global X Silver Miners ETF | — | 4 | 2 / 2 | $32,002 | 2020-07 → 2020-07 |
| TSN | Tyson Foods, Inc. Common Stock | Food & Beverage | 4 | 2 / 2 | $32,002 | 2020-04 → 2020-07 |
| PFE | Pfizer, Inc. Common Stock (PFE) | Pharmaceuticals & Biotech | 2 | 2 / 0 | $16,001 | 2020-07 → 2020-07 |
| DLS | WisdomTree International SmallCap Divid… | — | 2 | 0 / 2 | $16,001 | 2020-07 → 2020-07 |
| PRJAX | PGIM Jennison Global Opportunities Fund… | — | 1 | 0 / 1 | $32,501 | 2020-05 → 2020-05 |
| PNQI | Invesco NASDAQ Internet ETF | — | 2 | 2 / 0 | $16,001 | 2020-04 → 2020-04 |
| RTN | Raytheon Company | — | 3 | 3 / 0 | $24,002 | 2019-11 → 2020-04 |
| DRI | Darden Restaurants, Inc. Common Stock (… | Retail & Consumer | 3 | 1 / 2 | $24,002 | 2019-11 → 2020-04 |
| MPC | Marathon Petroleum Corporation Common S… | Oil & Gas | 3 | 0 / 3 | $24,002 | 2020-03 → 2020-04 |
| IAT | iShares U.S. Regional Banks ETF | — | 2 | 0 / 2 | $16,001 | 2020-04 → 2020-04 |
| QLEIX | AQR Long-Short Equity Fund Class I | — | 4 | 0 / 4 | $32,002 | 2020-04 → 2020-04 |
| OAYIX | Oakmark International Fund Class Advisor | — | 2 | 0 / 2 | $16,001 | 2020-04 → 2020-04 |
| FPL | First Trust New Opportunities MLP & Ene… | — | 2 | 0 / 2 | $16,001 | 2020-04 → 2020-04 |
| BOTZ | Global X Robotics & Artificial Intellig… | — | 2 | 0 / 2 | $16,001 | 2020-04 → 2020-04 |
| PKG | Packaging Corporation of America Common… | Materials | 2 | 0 / 2 | $16,001 | 2020-04 → 2020-04 |
| CFG | Citizens Financial Group, Inc. Common S… | Banking | 2 | 0 / 2 | $16,001 | 2020-04 → 2020-04 |
| KNX | Knight-Swift Transportation Holdings In… | — | 2 | 0 / 2 | $16,001 | 2020-04 → 2020-04 |
| CB | Chubb Ltd | Insurance | 2 | 0 / 2 | $16,001 | 2020-04 → 2020-04 |
| FITB | Fifth Third Bancorp - Common Stock Opti… | Banking | 2 | 0 / 2 | $16,001 | 2020-04 → 2020-04 |
| MSFT | Microsoft Corporation - Common Stock (M… | Software & IT Services | 2 | 0 / 2 | $16,001 | 2020-04 → 2020-04 |
| NVO | Novo Nordisk A/S Common Stock | Pharmaceuticals & Biotech | 2 | 2 / 0 | $16,001 | 2020-04 → 2020-04 |
| PEP | Pepsico Inc | Food & Beverage | 2 | 2 / 0 | $16,001 | 2020-04 → 2020-04 |
| HPQ | HP Inc | Technology Hardware | 1 | 0 / 1 | $8,001 | 2020-04 → 2020-04 |
| VOD | Vodafone Group Plc | Telecommunications | 1 | 0 / 1 | $8,001 | 2020-03 → 2020-03 |
| WFC | Wells Fargo & Company Common Stock (WFC) | Banking | 1 | 0 / 1 | $8,001 | 2020-03 → 2020-03 |
| JPM | JP Morgan Chase & Co. Common Stock (JPM) | Banking | 1 | 1 / 0 | $8,001 | 2020-03 → 2020-03 |
| SPY | SPDR S&P 500 | — | 1 | 1 / 0 | $8,001 | 2020-03 → 2020-03 |
| BSTZ | BlackRock Science and Technology Trust … | — | 6 | 4 / 2 | $48,003 | 2019-06 → 2020-02 |
| BP | BP p.l.c. Common Stock (BP) | Oil & Gas | 2 | 0 / 2 | $16,001 | 2019-12 → 2019-12 |
| MO | Altria Group, Inc. (MO) | Food & Beverage | 1 | 0 / 1 | $8,001 | 2019-11 → 2019-11 |
| ABB | ABB Ltd | — | 1 | 0 / 1 | $8,001 | 2019-07 → 2019-07 |
| SMG | The Scotts Miracle-Gro Company | Chemicals | 1 | 0 / 1 | $8,001 | 2019-07 → 2019-07 |
| VGR | Vector Group Ltd. | — | 1 | 0 / 1 | $8,001 | 2019-05 → 2019-05 |
The Spread by year
| Year | Spread | Trades priced | Disclosed value |
|---|---|---|---|
| 2024 | +1.0% | 30 | $240,015 |
| 2023 | -2.1% | 82 | $754,041 |
| 2022 | +0.1% | 106 | $1,068,553 |
| 2021 | -1.9% | 47 | $425,024 |
| 2020 | +0.7% | 243 | $2,078,122 |
| 2019 | +7.2% | 15 | $120,008 |
Transaction timing versus the market over 90 trading days — not portfolio return, which these filings cannot support. See Methodology and the Scoreboard for the population baseline.
All transactions
| Date | Ticker | Asset | Action | Amount (as filed) | Owner | Filing |
|---|---|---|---|---|---|---|
| 2024-12-13 | AY | Atlantica Yield Plc | sell | $1,001 – $15,000 | spouse | record |
| 2024-08-01 | — | US TREASURY BILL | sell | $50,001 – $100,000 | spouse | record |
| 2024-08-01 | — | US TREASURY BILL | sell | $15,001 – $50,000 | spouse | record |
| 2024-08-01 | — | US TREASURY BILL | sell | $50,001 – $100,000 | spouse | record |
| 2024-08-01 | — | US TREASURY BILL | sell | $50,001 – $100,000 | spouse | record |
| 2024-07-18 | — | UBS CONTINGENT AUTOCALL MET Rate/Coupon: 10.5% Matures: 01/16/2026 | sell | $15,001 – $50,000 | spouse | record |
| 2024-06-17 | — | US TREASURY BILL | buy | $50,001 – $100,000 | spouse | record |
| 2024-06-13 | — | US TREASURY BILL | sell | $50,001 – $100,000 | spouse | record |
| 2024-06-13 | — | US TREASURY BILL | sell | $15,001 – $50,000 | spouse | record |
| 2024-06-13 | — | US TREASURY BILL | sell | $100,001 – $250,000 | spouse | record |
| 2024-06-13 | — | US TREASURY BILL | sell | $50,001 – $100,000 | spouse | record |
| 2024-06-12 | — | US TREASURY BILL | buy | $50,001 – $100,000 | spouse | record |
| 2024-06-12 | — | US TREASURY BILL | buy | $15,001 – $50,000 | spouse | record |
| 2024-06-12 | — | US TREASURY BILL | buy | $50,001 – $100,000 | spouse | record |
| 2024-05-22 | TGT | Target Corp | buy | $1,001 – $15,000 | spouse | record |
| 2024-05-16 | EFAD | Proshares MSCI EAFE Dividend Growers ETF | sell | $1,001 – $15,000 | spouse | record |
| 2024-05-16 | VEA | Vanguard FTSE Developed Markets ETF | buy | $1,001 – $15,000 | spouse | record |
| 2024-05-16 | FDRR | Fidelity Dividend ETF For Rising Rates | sell | $1,001 – $15,000 | spouse | record |
| 2024-05-16 | EFAD | Proshares MSCI EAFE Dividend Growers ETF | sell | $1,001 – $15,000 | spouse | record |
| 2024-05-16 | ICOW | Pacer Developed Markets International Cash | buy | $1,001 – $15,000 | spouse | record |
| 2024-05-16 | COWZ | Pacer US Cash Cows 100 Index | buy | $1,001 – $15,000 | spouse | record |
| 2024-05-16 | VIG | Vanguard Div Appreciation ETF | buy | $1,001 – $15,000 | spouse | record |
| 2024-05-16 | PRF | Invesco FTSE RAFI US 1000 ETF | sell | $1,001 – $15,000 | spouse | record |
| 2024-05-16 | VEA | Vanguard FTSE Developed Markets ETF | buy | $1,001 – $15,000 | spouse | record |
| 2024-05-15 | CALF | Pacer US Small Cap Cash Cows 100 ETF | buy | $1,001 – $15,000 | spouse | record |
| 2024-05-15 | SMDV | ProShares Russell 2000 Dividend Growers ETF | sell | $1,001 – $15,000 | spouse | record |
| 2024-05-14 | MOO | VanEck Agribusiness ETF | sell | $1,001 – $15,000 | spouse | record |
| 2024-05-14 | SRVR | Pacer Benchmark Data & Infrastructure Real Estate | buy | $1,001 – $15,000 | spouse | record |
| 2024-05-09 | OXY | Occidental Petroleum Corp | buy | $1,001 – $15,000 | spouse | record |
| 2024-05-09 | EMR | Emerson Electric Company | buy | $1,001 – $15,000 | spouse | record |
| 2024-05-09 | SBUX | Starbucks Corp | sell | $1,001 – $15,000 | spouse | record |
| 2024-05-09 | TTE | TotalEnergies SE | sell | $1,001 – $15,000 | spouse | record |
| 2024-05-09 | ATKR | Atkore Inc | sell | $1,001 – $15,000 | spouse | record |
| 2024-05-02 | — | US TREASURY BILL | sell | $50,001 – $100,000 | spouse | record |
| 2024-05-02 | — | US TREASURY BILL | buy | $100,001 – $250,000 | spouse | record |
| 2024-05-02 | — | US TREASURY BILL | sell | $100,001 – $250,000 | spouse | record |
| 2024-05-02 | — | US TREASURY BILL | sell | $15,001 – $50,000 | spouse | record |
| 2024-05-02 | — | US TREASURY BILL | sell | $50,001 – $100,000 | spouse | record |
| 2024-05-01 | — | US TREASURY BILL | buy | $50,001 – $100,000 | spouse | record |
| 2024-05-01 | — | US TREASURY BILL | buy | $15,001 – $50,000 | spouse | record |
| 2024-05-01 | — | US TREASURY BILL | buy | $50,001 – $100,000 | spouse | record |
| 2024-04-11 | ENB | Enbridge Inc | buy | $1,001 – $15,000 | spouse | record |
| 2024-04-11 | VLO | Valero Energy Corp | sell | $1,001 – $15,000 | spouse | record |
| 2024-04-01 | — | JPM CONTINGENT AUTOCALL C Rate/Coupon: 10% Matures: 04/01/2024 | sell | $15,001 – $50,000 | spouse | record |
| 2024-03-28 | NTR | Nutrien Ltd | buy | $1,001 – $15,000 | spouse | record |
| 2024-03-28 | MOS | Mosaic Company | sell | $1,001 – $15,000 | spouse | record |
| 2024-03-28 | D | Dominion Energy Inc | buy | $1,001 – $15,000 | spouse | record |
| 2024-03-28 | — | US TREASURY BILL | buy | $15,001 – $50,000 | spouse | record |
| 2024-03-28 | — | US TREASURY BILL | buy | $1,001 – $15,000 | spouse | record |
| 2024-03-28 | — | US TREASURY BILL | buy | $1,001 – $15,000 | spouse | record |
| 2024-03-26 | — | US TREASURY BILL | buy | $50,001 – $100,000 | spouse | record |
| 2024-03-26 | — | US TREASURY BILL | sell | $50,001 – $100,000 | spouse | record |
| 2024-03-26 | — | US TREASURY BILL | sell | $15,001 – $50,000 | spouse | record |
| 2024-03-26 | — | US TREASURY BILL | sell | $15,001 – $50,000 | spouse | record |
| 2024-03-25 | — | US TREASURY BILL | buy | $15,001 – $50,000 | spouse | record |
| 2024-03-25 | — | US TREASURY BILL | buy | $15,001 – $50,000 | spouse | record |
| 2024-03-21 | ALTM | Arcadium Lithium Plc | buy | $1,001 – $15,000 | spouse | record |
| 2024-03-21 | SOFI | Sofi Technologies Inc | sell | $1,001 – $15,000 | spouse | record |
| 2024-03-21 | INOD | Innodata Inc | sell | $1,001 – $15,000 | spouse | record |
| 2024-03-19 | — | US TREASURY BILL | sell | $50,001 – $100,000 | spouse | record |
| 2024-03-19 | — | US TREASURY BILL | buy | $50,001 – $100,000 | spouse | record |
| 2024-03-19 | — | US TREASURY BILL | sell | $50,001 – $100,000 | spouse | record |
| 2024-03-18 | — | US TREASURY BILL | buy | $15,001 – $50,000 | spouse | record |
| 2024-03-18 | — | RYDER SYSTEM INC Rate/Coupon: 3.65% Matures: 03/18/2024 | sell | $1,001 – $15,000 | spouse | record |
| 2024-03-15 | — | TAMPA ELECTRIC CO Rate/Coupon: 4.9% Matures: 03/01/2029 | buy | $1,001 – $15,000 | spouse | record |
| 2024-03-13 | GLD | SPDR Gold Trust | sell | $1,001 – $15,000 | spouse | record |
| 2024-03-13 | CEF | Sprott Physical Gold & Silver Trust | sell | $1,001 – $15,000 | spouse | record |
| 2024-03-13 | SQM | Sociedad Quimica Y Minera S.A. ADR | buy | $1,001 – $15,000 | spouse | record |
| 2024-03-13 | CEF | Sprott Physical Gold & Silver Trust | sell | $1,001 – $15,000 | spouse | record |
| 2024-03-13 | CEF | Sprott Physical Gold & Silver Trust | sell | $1,001 – $15,000 | spouse | record |
| 2024-03-11 | ETRN | Equitrans Midstream Corp | sell | $1,001 – $15,000 | spouse | record |
| 2024-03-07 | AAPL | Apple Inc | sell | $1,001 – $15,000 | spouse | record |
| 2024-03-07 | NVDA | Nvidia Corp | buy | $1,001 – $15,000 | spouse | record |
| 2024-03-05 | ICLN | Global Clean Energy Ishares ETF | buy | $50,001 – $100,000 | self | record |
| 2024-02-22 | — | US TREASURY BILL | buy | $15,001 – $50,000 | spouse | record |
| 2024-02-16 | EQNR | Equinor ASA | sell | $1,001 – $15,000 | spouse | record |
| 2024-02-16 | TGT | Target Corp | buy | $1,001 – $15,000 | spouse | record |
| 2024-02-08 | — | US TREASURY BILL | buy | $50,001 – $100,000 | spouse | record |
| 2024-02-08 | — | US TREASURY BILL | buy | $50,001 – $100,000 | spouse | record |
| 2024-02-08 | — | US TREASURY BILL | sell | $100,001 – $250,000 | spouse | record |
| 2024-02-08 | — | US TREASURY BILL | sell | $15,001 – $50,000 | spouse | record |
| 2024-02-07 | — | US TREASURY BILL | buy | $15,001 – $50,000 | spouse | record |
| 2024-01-18 | — | US TREASURY BILL | sell | $15,001 – $50,000 | spouse | record |
| 2024-01-18 | — | US TREASURY BILL | sell | $15,001 – $50,000 | spouse | record |
| 2024-01-18 | — | US TREASURY BILL | sell | $15,001 – $50,000 | spouse | record |
| 2024-01-17 | ABT | Abbott Laboratories | sell | $1,001 – $15,000 | spouse | record |
| 2024-01-17 | GBIL | Goldman Sachs Access Treasury 0-1 Year ETF | buy | $1,001 – $15,000 | spouse | record |
| 2024-01-17 | ETRN | Equitrans Midstream Corp | buy | $1,001 – $15,000 | spouse | record |
| 2024-01-17 | CME | CME Group Inc | buy | $1,001 – $15,000 | spouse | record |
| 2024-01-17 | MET | Metlife Inc | sell | $1,001 – $15,000 | spouse | record |
| 2024-01-17 | VLO | Valero Energy Corp | buy | $1,001 – $15,000 | spouse | record |
| 2024-01-17 | SBUX | Starbucks Corp | buy | $1,001 – $15,000 | spouse | record |
| 2024-01-17 | TTE | TotalEnergies SE | sell | $1,001 – $15,000 | spouse | record |
| 2024-01-17 | AES | The Aes Corp | buy | $1,001 – $15,000 | spouse | record |
| 2024-01-17 | GBIL | Goldman Sachs Access Treasury 0-1 Year ETF | buy | $1,001 – $15,000 | spouse | record |
| 2024-01-17 | — | US TREASURY BILL | buy | $15,001 – $50,000 | spouse | record |
| 2024-01-17 | — | US TREASURY BILL | buy | $15,001 – $50,000 | spouse | record |
| 2024-01-16 | — | BROADCOMCORP Rate/Coupon: 3.625% Matures: 01/15/2024 | sell | $1,001 – $15,000 | spouse | record |
| 2024-01-02 | DELL | Dell Technologies Inc | buy | $1,001 – $15,000 | spouse | record |
| 2024-01-02 | S | Sentinelone Inc Cl A | sell | $1,001 – $15,000 | spouse | record |
| 2023-12-26 | — | US TREASURY BILL | buy | $15,001 – $50,000 | spouse | record |
| 2023-12-26 | — | US TREASURY BILL | buy | $15,001 – $50,000 | spouse | record |
| 2023-12-21 | TAC | TRSWF - TransAlta Renewables Inc (Exchanged) Transalta Corp (Received) | exchange | $1,001 – $15,000 | spouse | record |
| 2023-12-19 | — | US TREASURY BILL | sell | $50,001 – $100,000 | spouse | record |
| 2023-12-19 | — | US TREASURY BILL | buy | $100,001 – $250,000 | spouse | record |
| 2023-12-19 | — | US TREASURY BILL | sell | $50,001 – $100,000 | spouse | record |
| 2023-12-19 | — | US TREASURY BILL | sell | $15,001 – $50,000 | spouse | record |
| 2023-12-19 | — | US TREASURY BILL | sell | $15,001 – $50,000 | spouse | record |
| 2023-12-18 | XCEM | Columbia EM Core Ex-China ETF | buy | $15,001 – $50,000 | spouse | record |
| 2023-12-18 | SBPYX | Clearbridge Small Cap Growth Fd Cl I | buy | $15,001 – $50,000 | spouse | record |
| 2023-12-18 | — | US TREASURY BILL | buy | $15,001 – $50,000 | spouse | record |
| 2023-12-18 | FDRR | Fidelity Dividend ETF For Rising Rates | buy | $1,001 – $15,000 | spouse | record |
| 2023-12-18 | SMDV | ProShares Russell 2000 Dividend Growers ETF | buy | $1,001 – $15,000 | spouse | record |
| 2023-12-18 | XCEM | Columbia EM Core Ex-China ETF | buy | $1,001 – $15,000 | spouse | record |
| 2023-12-14 | HDGE | Ranger Equity Bear Bear ETF | sell | $1,001 – $15,000 | spouse | record |
| 2023-12-14 | HDGE | Ranger Equity Bear Bear ETF | sell | $1,001 – $15,000 | spouse | record |
| 2023-12-14 | HDGE | Ranger Equity Bear Bear ETF | sell | $15,001 – $50,000 | spouse | record |
| 2023-12-11 | KMB | Kimberly-Clark Corp | buy | $1,001 – $15,000 | spouse | record |
| 2023-12-11 | FMC | FMC Corp | buy | $1,001 – $15,000 | spouse | record |
| 2023-12-11 | IRM | Iron Mountain Inc | sell | $1,001 – $15,000 | spouse | record |
| 2023-12-11 | FLNG | Flex Lng Ltd | buy | $1,001 – $15,000 | spouse | record |
| 2023-12-11 | FNF | Fidelity National Financial | sell | $1,001 – $15,000 | spouse | record |
| 2023-12-11 | URA | Global X Uranium ETF | sell | $1,001 – $15,000 | spouse | record |
| 2023-12-11 | GLPI | Gaming and Leisure Properties, Inc. - Common Stock | buy | $1,001 – $15,000 | spouse | record |
| 2023-12-11 | MOS | Mosaic Company | sell | $1,001 – $15,000 | spouse | record |
| 2023-12-11 | AGX | Argan Inc | sell | $1,001 – $15,000 | spouse | record |
| 2023-12-11 | TSM | Taiwan Semiconductor Manufacturing Company Ltd. | sell | $1,001 – $15,000 | spouse | record |
| 2023-12-11 | DGX | Quest Diagnostics Inc | sell | $1,001 – $15,000 | spouse | record |
| 2023-12-11 | VLO | Valero Energy Corp | buy | $1,001 – $15,000 | spouse | record |
| 2023-12-11 | SBUX | Starbucks Corp | buy | $1,001 – $15,000 | spouse | record |
| 2023-10-20 | HDGE | Ranger Equity Bear Bear ETF | buy | $1,001 – $15,000 | spouse | record |
| 2023-10-20 | PSQ | ProShares Short QQQ | sell | $1,001 – $15,000 | spouse | record |
| 2023-10-20 | HDGE | Ranger Equity Bear Bear ETF | buy | $1,001 – $15,000 | spouse | record |
| 2023-10-20 | PSQ | ProShares Short QQQ | sell | $1,001 – $15,000 | spouse | record |
| 2023-10-20 | HDGE | Ranger Equity Bear Bear ETF | buy | $1,001 – $15,000 | spouse | record |
| 2023-10-20 | PSQ | ProShares Short QQQ | sell | $1,001 – $15,000 | spouse | record |
| 2023-10-19 | — | US TREASURY BILL | sell | $50,001 – $100,000 | spouse | record |
| 2023-10-19 | — | US TREASURY BILL | buy | $50,001 – $100,000 | spouse | record |
| 2023-10-19 | — | US TREASURY BILL | sell | $15,001 – $50,000 | spouse | record |
| 2023-10-19 | — | US TREASURY BILL | sell | $15,001 – $50,000 | spouse | record |
| 2023-10-19 | — | US TREASURY BILL | sell | $15,001 – $50,000 | spouse | record |
| 2023-10-18 | — | US TREASURY BILL | buy | $50,001 – $100,000 | spouse | record |
| 2023-10-18 | — | US TREASURY BILL | buy | $15,001 – $50,000 | spouse | record |
| 2023-10-18 | — | US TREASURY BILL | buy | $15,001 – $50,000 | spouse | record |
| 2023-10-04 | GPCR | Structure Therapeutics Inc | sell | $1,001 – $15,000 | spouse | record |
| 2023-10-04 | RVNC | Revance Therapeutics, Inc. - Common Stock | buy | $1,001 – $15,000 | spouse | record |
| 2023-09-26 | — | US TREASURY BILL | sell | $15,001 – $50,000 | spouse | record |
| 2023-09-26 | — | US TREASURY BILL | sell | $1,001 – $15,000 | spouse | record |
| 2023-09-25 | — | US TREASURY BILL | buy | $15,001 – $50,000 | spouse | record |
| 2023-09-25 | — | US TREASURY BILL | buy | $1,001 – $15,000 | spouse | record |
| 2023-09-21 | — | US TREASURY BILL | sell | $50,001 – $100,000 | spouse | record |
| 2023-09-21 | — | US TREASURY BILL | buy | $15,001 – $50,000 | spouse | record |
| 2023-09-21 | — | US TREASURY BILL | sell | $15,001 – $50,000 | spouse | record |
| 2023-09-21 | — | US TREASURY BILL | sell | $15,001 – $50,000 | spouse | record |
| 2023-09-21 | — | US TREASURY BILL | sell | $15,001 – $50,000 | spouse | record |
| 2023-09-20 | — | US TREASURY BILL | buy | $50,001 – $100,000 | spouse | record |
| 2023-09-20 | — | US TREASURY BILL | buy | $15,001 – $50,000 | spouse | record |
| 2023-09-20 | — | US TREASURY BILL | buy | $15,001 – $50,000 | spouse | record |
| 2023-08-29 | CRWD | Crowdstrike Holdings Inc | sell | $1,001 – $15,000 | spouse | record |
| 2023-08-29 | AQN | Algonquin Power and Utilities Corp | sell | $1,001 – $15,000 | spouse | record |
| 2023-08-29 | SWKS | Skyworks Solutions | sell | $1,001 – $15,000 | spouse | record |
| 2023-08-29 | NEE | Nextera Energy | buy | $1,001 – $15,000 | spouse | record |
| 2023-08-29 | INOD | Innodata Inc | buy | $1,001 – $15,000 | spouse | record |
| 2023-08-29 | RMD | Resmed Inc | buy | $1,001 – $15,000 | spouse | record |
| 2023-08-25 | NTLA | Intellia Therapeutics, Inc. - Common Stock | sell | $1,001 – $15,000 | spouse | record |
| 2023-08-23 | PSQ | ProShares Short QQQ | buy | $1,001 – $15,000 | spouse | record |
| 2023-08-23 | PSQ | ProShares Short QQQ | buy | $1,001 – $15,000 | spouse | record |
| 2023-08-23 | PSQ | ProShares Short QQQ | buy | $1,001 – $15,000 | spouse | record |
| 2023-08-22 | MPW | Medical Properties Trust | sell | $1,001 – $15,000 | spouse | record |
| 2023-08-22 | ROK | Rockwell Automation Inc | buy | $1,001 – $15,000 | spouse | record |
| 2023-08-18 | PSQ | ProShares Short QQQ | sell | $1,001 – $15,000 | spouse | record |
| 2023-08-18 | PSQ | ProShares Short QQQ | sell | $1,001 – $15,000 | spouse | record |
| 2023-08-16 | JHEM | John Hancock Multifactor Emerging Markets ETF | sell | $1,001 – $15,000 | spouse | record |
| 2023-08-16 | JHEM | John Hancock Multifactor Emerging Markets ETF | sell | $1,001 – $15,000 | spouse | record |
| 2023-08-16 | XCEM | Columbia EM Core Ex-China ETF | buy | $1,001 – $15,000 | spouse | record |
| 2023-08-15 | BAH | Booz Allen Hamilton Holding Corp | sell | $1,001 – $15,000 | spouse | record |
| 2023-08-10 | SOFI | Sofi Technologies Inc | buy | $1,001 – $15,000 | spouse | record |
| 2023-08-10 | RMBS | Rambus Inc | sell | $1,001 – $15,000 | spouse | record |
| 2023-08-04 | FTNT | Fortinet Inc | sell | $1,001 – $15,000 | spouse | record |
| 2023-08-02 | — | US TREASURY BILL | buy | $15,001 – $50,000 | spouse | record |
| 2023-07-28 | — | US TREASURY BILL | buy | $50,001 – $100,000 | spouse | record |
| 2023-07-28 | — | US TREASURY BILL | buy | $15,001 – $50,000 | spouse | record |
| 2023-07-28 | — | US TREASURY BILL | buy | $15,001 – $50,000 | spouse | record |
| 2023-07-27 | — | US TREASURY BILL | sell | $15,001 – $50,000 | spouse | record |
| 2023-07-27 | — | US TREASURY BILL | sell | $15,001 – $50,000 | spouse | record |
| 2023-07-13 | HDGE | Ranger Equity Bear Bear ETF | sell | $15,001 – $50,000 | spouse | record |
| 2023-07-13 | PSQ | ProShares Short QQQ | buy | $1,001 – $15,000 | spouse | record |
| 2023-07-13 | — | US TREASURY BILL | sell | $15,001 – $50,000 | spouse | record |
| 2023-07-13 | — | US TREASURY BILL | sell | $50,001 – $100,000 | spouse | record |
| 2023-07-13 | HDGE | Ranger Equity Bear Bear ETF | sell | $1,001 – $15,000 | spouse | record |
| 2023-07-13 | PSQ | ProShares Short QQQ | buy | $1,001 – $15,000 | spouse | record |
| 2023-07-13 | — | US TREASURY BILL | sell | $15,001 – $50,000 | spouse | record |
| 2023-07-10 | FNF | Fidelity National Financial | buy | $1,001 – $15,000 | spouse | record |
| 2023-07-10 | VZ | Verizon Communications Inc | buy | $1,001 – $15,000 | spouse | record |
| 2023-07-06 | — | US TREASURY BILL | buy | $15,001 – $50,000 | spouse | record |
| 2023-07-06 | — | US TREASURY BILL | buy | $15,001 – $50,000 | spouse | record |
| 2023-06-20 | TT | Trane Technologies plc | buy | $1,001 – $15,000 | spouse | record |
| 2023-06-20 | ETN | Eaton Corporation, PLC Ordinary Shares | sell | $1,001 – $15,000 | spouse | record |
| 2023-06-20 | — | US TREASURY BILL | sell | $15,001 – $50,000 | spouse | record |
| 2023-06-20 | — | US TREASURY BILL | sell | $1,001 – $15,000 | spouse | record |