Shelley Moore Capito Republican · WV
Senate · in office · serving since 2001 · born November 26, 1953
Wikipedia · Ballotpedia · Official site · GovTrack · OpenSecrets · FEC filings · House History · Bioguide
Transactions
447
across 62 filings
Securities traded
149
0 active in 6 months
Disclosed range total
$1,072,447
sum of filed minimums
In plain language
Of 447 disclosed trades, 3 were flagged by the site's published rules — 0.7%.
That is a small share of a lot of trading — lower than coincidence alone would tend to produce. Someone who trades constantly will collect the occasional well-timed trade without anything unusual going on.
- 3 · committee window
- 2 · shutdown/lame duck
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, WV | 114th–117th | 2015–2027 | moved to the Senate |
| WV-2 | 107th–113th | 2001–2015 | 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
Current (119th Congress)
| Committee | Position | Rank | Side | Jurisdiction |
|---|---|---|---|---|
| Senate Committee on Appropriations | Member | 7 | majority | record |
| Senate Committee on Commerce, Science, and Transportation | Member | 14 | majority | record |
| Senate Committee on Environment and Public Works | Chairman | 1 | majority | record |
| Senate Committee on Rules and Administration | Member | 3 | majority | record |
Earlier Congresses
| Congress | Committee | Position | Observed |
|---|---|---|---|
| 118th | Senate Committee on Appropriations | Member | 2023-02 → 2024-11 |
| 118th | Senate Committee on Commerce, Science, and Transportation | Member | 2023-02 → 2024-11 |
| 118th | Senate Committee on Environment and Public Works | Ranking Member | 2023-02 → 2024-11 |
| 118th | Senate Committee on Rules and Administration | Member | 2023-02 → 2024-11 |
| 117th | Senate Committee on Appropriations | Member | 2021-01 → 2022-11 |
| 117th | Senate Committee on Commerce, Science, and Transportation | Member | 2021-01 → 2022-11 |
| 117th | Senate Committee on Environment and Public Works | Ranking Member | 2021-01 → 2022-11 |
| 117th | Senate Committee on Rules and Administration | Member | 2021-01 → 2022-11 |
| 116th | Senate Committee on Appropriations | Member | 2019-01 → 2020-12 |
| 116th | Senate Committee on Commerce, Science, and Transportation | Member | 2019-01 → 2020-12 |
| 116th | Senate Committee on Energy and Natural Resources | Member | 2019-01 → 2019-01 |
| 116th | Senate Committee on Environment and Public Works | Member | 2019-01 → 2020-12 |
| 116th | Senate Committee on Rules and Administration | Member | 2019-01 → 2020-12 |
| 115th | Joint Committee of Congress on the Library | Member | 2017-01 → 2017-03 |
| 115th | Senate Committee on Appropriations | Member | 2017-01 → 2018-12 |
| 115th | Senate Committee on Commerce, Science, and Transportation | Member | 2017-01 → 2018-12 |
| 115th | Senate Committee on Energy and Natural Resources | Member | 2018-02 → 2018-12 |
| 115th | Senate Committee on Environment and Public Works | Member | 2017-01 → 2018-12 |
| 115th | Senate Committee on Rules and Administration | Member | 2017-01 → 2018-12 |
| 114th | Joint Committee of Congress on the Library | Member | 2015-07 → 2016-12 |
| 114th | Senate Committee on Appropriations | Member | 2015-02 → 2016-12 |
| 114th | Senate Committee on Energy and Natural Resources | Member | 2015-02 → 2016-12 |
| 114th | Senate Committee on Environment and Public Works | Member | 2015-02 → 2016-12 |
| 114th | Senate Committee on Rules and Administration | Member | 2015-02 → 2016-12 |
| 113th | House Committee on Financial Services | Member | 2013-01 → 2014-11 |
| 113th | House Committee on Transportation and Infrastructure | Member | 2013-01 → 2014-11 |
| 112th | House Committee on Financial Services | Member | 2012-11 → 2012-11 |
| 112th | House Committee on Transportation and Infrastructure | 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 |
|---|---|---|---|---|---|---|
| PAYX | Paychex Inc | Business Services | 4 | 2 / 2 | $32,002 | 2018-04 → 2025-11 |
| LOW | Lowe's Companies | Retail & Consumer | 12 | 2 / 10 | $96,006 | 2018-04 → 2025-11 |
| META | Meta Platforms Inc | Software & IT Services | 3 | 3 / 0 | $24,002 | 2025-03 → 2025-11 |
| MSFT | Microsoft Corporation - Common Stock (M… | Software & IT Services | 35 | 3 / 32 | $353,518 | 2018-01 → 2025-10 |
| IBM | International Business Machines Corpora… | Technology Hardware | 6 | 1 / 5 | $72,503 | 2018-01 → 2025-10 |
| C | Citigroup Inc | Banking | 12 | 0 / 12 | $145,006 | 2018-01 → 2025-10 |
| LLY | Eli Lilly and Company Common Stock (LLY) | Pharmaceuticals & Biotech | 1 | 1 / 0 | $8,001 | 2025-10 → 2025-10 |
| CVX | Chevron Corporation Common Stock (CVX) | Oil & Gas | 5 | 3 / 2 | $40,003 | 2018-04 → 2025-10 |
| COST | Costco Wholesale | Retail & Consumer | 2 | 1 / 1 | $16,001 | 2022-07 → 2025-10 |
| AAPL | Apple Inc. - Common Stock (AAPL) | Technology Hardware | 17 | 3 / 14 | $160,509 | 2019-03 → 2025-09 |
| BLK | Blackrock Inc | Capital Markets | 7 | 3 / 4 | $56,004 | 2018-04 → 2025-08 |
| SHW | Sherwin-Williams Company | Retail & Consumer | 1 | 1 / 0 | $8,001 | 2025-08 → 2025-08 |
| PLD | Prologis Inc | Investment Funds | 1 | 1 / 0 | $8,001 | 2025-08 → 2025-08 |
| GD | General Dynamics Corp | Industrials | 3 | 2 / 1 | $24,002 | 2018-04 → 2025-07 |
| CL | Colgate-Palmolive Company | Chemicals | 3 | 2 / 1 | $24,002 | 2018-04 → 2025-07 |
| PPG | PPG Industries | Chemicals | 3 | 1 / 2 | $24,002 | 2021-10 → 2025-07 |
| GOOGL | Alphabet Inc. - Class A Common Stock (G… | Software & IT Services | 3 | 3 / 0 | $24,002 | 2025-04 → 2025-07 |
| JPM | JP Morgan Chase & Co. Common Stock (JPM) | Banking | 12 | 5 / 7 | $96,006 | 2018-04 → 2025-07 |
| AFL | Aflac Inc | Insurance | 7 | 2 / 5 | $56,004 | 2018-04 → 2025-07 |
| AVGO | Broadcom Inc. - Common Stock (AVGO) | Semiconductors | 5 | 3 / 2 | $40,003 | 2019-03 → 2025-07 |
| CB | Chubb Ltd | Insurance | 5 | 2 / 3 | $40,003 | 2018-04 → 2025-07 |
| AXP | American Express Company | Banking | 1 | 1 / 0 | $32,501 | 2025-07 → 2025-07 |
| UNH | UnitedHealth Group Incorporated Common … | Insurance | 6 | 2 / 4 | $48,003 | 2020-12 → 2025-06 |
| XOM | Exxon Mobil Corp | Oil & Gas | 8 | 1 / 7 | $64,004 | 2018-01 → 2025-06 |
| ADI | Analog Devices | Semiconductors | 4 | 2 / 2 | $32,002 | 2018-04 → 2025-06 |
| WFC | Wells Fargo & Company Common Stock (WFC) | Banking | 12 | 2 / 10 | $218,506 | 2019-04 → 2025-06 |
| TGT | Target Corp | Retail & Consumer | 2 | 1 / 1 | $16,001 | 2018-04 → 2025-04 |
| NKE | Nike Inc | Materials | 5 | 3 / 2 | $40,003 | 2018-04 → 2025-04 |
| CEG | Constellation Energy Corp | Utilities | 2 | 2 / 0 | $16,001 | 2025-02 → 2025-03 |
| ACN | Accenture Plc | Business Services | 6 | 3 / 3 | $48,003 | 2018-04 → 2025-02 |
| ABT | Abbott Laboratories Common Stock (ABT) | Pharmaceuticals & Biotech | 4 | 3 / 1 | $32,002 | 2018-04 → 2025-02 |
| CMCSA | Comcast Corporation - Class A Common St… | Telecommunications | 3 | 2 / 1 | $24,002 | 2019-12 → 2025-02 |
| GWW | W.W. Grainger | Wholesale | 6 | 1 / 5 | $48,003 | 2018-01 → 2025-01 |
| PSX | Phillips 66 | Oil & Gas | 4 | 3 / 1 | $32,002 | 2018-04 → 2025-01 |
| ITW | Illinois Tool Works Inc | Industrials | 3 | 2 / 1 | $24,002 | 2018-04 → 2025-01 |
| GE | General Electric Company | Electronics | 3 | 1 / 2 | $24,002 | 2018-01 → 2024-12 |
| CSL | Carlisle Companies Inc | Materials | 1 | 1 / 0 | $8,001 | 2024-10 → 2024-10 |
| NSC | Norfolk Southern Corp | Transportation | 7 | 2 / 5 | $56,004 | 2018-01 → 2024-09 |
| PEP | Pepsico Inc | Food & Beverage | 4 | 3 / 1 | $32,002 | 2018-04 → 2024-07 |
| APD | Air Products and Chemicals, Inc. Common… | Chemicals | 3 | 2 / 1 | $24,002 | 2018-04 → 2024-06 |
| SPGI | S&P Global Inc. Common Stock (SPGI) | Business Services | 3 | 2 / 1 | $24,002 | 2023-09 → 2024-04 |
| ZTS | Zoetis Inc. Class A Common Stock (ZTS) | Pharmaceuticals & Biotech | 1 | 1 / 0 | $32,501 | 2024-02 → 2024-02 |
| SBUX | Starbucks Corporation - Common Stock | Retail & Consumer | 1 | 1 / 0 | $32,501 | 2024-02 → 2024-02 |
| BDX | Becton, Dickinson and Company Common St… | Medical Devices | 3 | 2 / 1 | $24,002 | 2018-04 → 2024-02 |
| MDT | Medtronic plc. Ordinary Shares (MDT) | Medical Devices | 3 | 2 / 1 | $24,002 | 2018-04 → 2024-02 |
| ES | Eversource Energy | Utilities | 3 | 2 / 1 | $24,002 | 2018-04 → 2024-01 |
| ENB | Enbridge Inc Common Stock (ENB) | Oil & Gas | 2 | 0 / 2 | $16,001 | 2019-03 → 2024-01 |
| TFC | Truist Financial Corporation Common Sto… | Banking | 2 | 0 / 1 | $207,501 | 2019-12 → 2023-12 |
| KO | Coca-Cola Company | Food & Beverage | 5 | 1 / 4 | $40,003 | 2018-01 → 2023-12 |
| MDLZ | Mondelez Intl Inc | Food & Beverage | 3 | 1 / 2 | $24,002 | 2018-04 → 2023-12 |
| PFE | Pfizer, Inc. Common Stock (PFE) | Pharmaceuticals & Biotech | 1 | 0 / 1 | $8,001 | 2023-12 → 2023-12 |
| CSCO | Cisco Systems Inc | Technology Hardware | 6 | 3 / 3 | $48,003 | 2018-01 → 2023-12 |
| SHEL | Royal Dutch Shell Plc ADR | Oil & Gas | 1 | 0 / 1 | $8,001 | 2023-11 → 2023-11 |
| RTX | Raytheon Technologies Corp | Defense & Aerospace | 1 | 0 / 1 | $8,001 | 2023-09 → 2023-09 |
| USB | U.S. Bancorp Common Stock | Banking | 5 | 4 / 1 | $40,003 | 2018-04 → 2023-09 |
| FDS | FactSet Research Systems Inc. Common St… | Software & IT Services | 2 | 1 / 1 | $16,001 | 2018-04 → 2023-08 |
| CLX | Clorox Company (CLX) | Chemicals | 4 | 2 / 2 | $32,002 | 2018-04 → 2023-06 |
| AMGN | Amgen Inc | Pharmaceuticals & Biotech | 5 | 4 / 1 | $40,003 | 2018-04 → 2023-06 |
| WMT | Walmart Inc. Common Stock (WMT) | Retail & Consumer | 3 | 2 / 1 | $24,002 | 2018-04 → 2023-06 |
| BMY | Bristol-Myers Squibb Company Common Sto… | Pharmaceuticals & Biotech | 4 | 0 / 4 | $32,002 | 2018-01 → 2023-05 |
| MCD | McDonald's Corporation Common Stock | Retail & Consumer | 3 | 2 / 1 | $24,002 | 2018-04 → 2023-04 |
| UPS | United Parcel Service, Inc. Common Stoc… | Transportation | 1 | 0 / 1 | $8,001 | 2023-04 → 2023-04 |
| DUK | Duke Energy Corp | Utilities | 1 | 0 / 1 | $32,501 | 2023-04 → 2023-04 |
| AXAHY | AXA SA Sponsored ADR (AXAHY) | — | 1 | 0 / 1 | $8,001 | 2022-12 → 2022-12 |
| VFC | V.F. Corporation Common Stock | Consumer Goods | 3 | 2 / 1 | $24,002 | 2018-04 → 2022-12 |
| JNJ | Johnson & Johnson Common Stock (JNJ) | Pharmaceuticals & Biotech | 5 | 3 / 2 | $40,003 | 2018-04 → 2022-10 |
| LIN | Linde plc - Ordinary Shares (LIN) | Chemicals | 2 | 0 / 2 | $16,001 | 2022-10 → 2022-10 |
| MMM | 3M Company Common Stock (MMM) | Medical Devices | 3 | 2 / 1 | $24,002 | 2018-04 → 2022-06 |
| INTC | Intel Corporation - Common Stock (INTC) | Semiconductors | 9 | 2 / 7 | $145,505 | 2018-01 → 2022-06 |
| F | Ford Motor Company Common Stock (F) | Automotive | 1 | 0 / 1 | $8,001 | 2022-06 → 2022-06 |
| CMS | CMS Energy Corporation Common Stock (CM… | Utilities | 1 | 1 / 0 | $8,001 | 2022-06 → 2022-06 |
| NEE | NextEra Energy, Inc. Common Stock (NEE) | Utilities | 4 | 2 / 2 | $32,002 | 2018-04 → 2022-05 |
| WEC | WEC Energy Group, Inc. Common Stock (WE… | Utilities | 3 | 2 / 1 | $24,002 | 2018-04 → 2022-05 |
| LHX | L3Harris Technologies Inc | Medical Devices | 1 | 0 / 1 | $8,001 | 2022-02 → 2022-02 |
| SMFG | Sumitomo Mitsui Financial Group Inc Uns… | Banking | 2 | 0 / 2 | $16,001 | 2021-12 → 2021-12 |
| VZ | Verizon Communications Inc. Common Stoc… | Telecommunications | 1 | 0 / 1 | $8,001 | 2021-12 → 2021-12 |
| NVS | Novartis Ag ADR | Pharmaceuticals & Biotech | 2 | 1 / 1 | $16,001 | 2018-04 → 2021-12 |
| DE | Deere & Company Common Stock (DE) | Industrials | 3 | 2 / 1 | $24,002 | 2019-03 → 2021-12 |
| RDSA | Royal Dutch Shell Plc | — | 1 | 0 / 1 | $8,001 | 2021-07 → 2021-07 |
| T | AT&T Inc. (T) | Telecommunications | 3 | 2 / 1 | $24,002 | 2018-04 → 2021-05 |
| UBSI | United Bankshares, Inc. - Common Stock … | Banking | 4 | 2 / 2 | $315,002 | 2018-04 → 2021-03 |
| SYY | Sysco Corporation Common Stock (SYY) | Wholesale | 3 | 2 / 1 | $24,002 | 2018-04 → 2020-12 |
| PII | Polaris Inc. Common Stock | Industrials | 3 | 2 / 1 | $24,002 | 2018-04 → 2020-12 |
| AMT | American Tower Corporation (AMT) | Investment Funds | 2 | 1 / 1 | $16,001 | 2019-03 → 2020-12 |
| OTIS | Otis Worldwide Corp | Electronics | 1 | 0 / 1 | $8,001 | 2020-12 → 2020-12 |
| CARR | Carrier Global Corp | Other | 1 | 0 / 1 | $8,001 | 2020-12 → 2020-12 |
| RTN | Raytheon Company | — | 1 | 0 / 0 | $32,501 | 2020-04 → 2020-04 |
| RDSA.AS | Royal Dutch Shell plc | — | 1 | 0 / 1 | $8,001 | 2019-06 → 2019-06 |
| HBAN | Huntington Bancshares Incorporated - Co… | Banking | 1 | 0 / 1 | $8,001 | 2019-06 → 2019-06 |
| SLB | Schlumberger N.V. | Oil & Gas | 3 | 2 / 1 | $24,002 | 2018-01 → 2019-03 |
| NSRGY | NESTLE S.A S/ADR (NSRGY) | — | 2 | 0 / 2 | $16,001 | 2018-04 → 2019-03 |
| CME | CME Group Inc. - Class A Common Stock (… | Capital Markets | 2 | 0 / 2 | $40,501 | 2018-04 → 2019-03 |
| V | Visa Inc. (V) | Business Services | 1 | 0 / 1 | $8,001 | 2019-03 → 2019-03 |
| TSM | Taiwan Semiconductor Manufacturing Comp… | Semiconductors | 1 | 0 / 1 | $8,001 | 2019-03 → 2019-03 |
| SFTBY | SoftBank Group Corp. | — | 1 | 0 / 1 | $8,001 | 2019-03 → 2019-03 |
| SRE | DBA Sempra Common Stock (SRE) | Utilities | 1 | 0 / 1 | $8,001 | 2019-03 → 2019-03 |
| RBGLY | Reckitt Benckiser Group plc | — | 1 | 0 / 1 | $8,001 | 2019-03 → 2019-03 |
| PM | Philip Morris International Inc | Food & Beverage | 1 | 0 / 1 | $8,001 | 2019-03 → 2019-03 |
| PDRDY | Pernod Ricard SA | — | 1 | 0 / 1 | $8,001 | 2019-03 → 2019-03 |
| LRLCY | L'Oreal Co. American Depositary Shares … | — | 1 | 0 / 1 | $8,001 | 2019-03 → 2019-03 |
| NVO | Novo Nordisk A/S Common Stock | Pharmaceuticals & Biotech | 1 | 0 / 1 | $8,001 | 2019-03 → 2019-03 |
| MRAAY | Murata Manufacturing Co Ltd Unsponsored… | — | 1 | 0 / 1 | $8,001 | 2019-03 → 2019-03 |
| NPSNY | Naspers Limited | — | 1 | 0 / 1 | $8,001 | 2019-03 → 2019-03 |
| MCO | Moody's Corporation Common Stock | Business Services | 1 | 0 / 1 | $8,001 | 2019-03 → 2019-03 |
| LVS | Las Vegas Sands Corp. Common Stock (LVS) | Consumer Services | 1 | 0 / 1 | $8,001 | 2019-03 → 2019-03 |
| KYCCF | Keyence Corporation | — | 1 | 0 / 1 | $8,001 | 2019-03 → 2019-03 |
| ICE | Intercontinental Exchange Inc. Common S… | Capital Markets | 1 | 0 / 1 | $8,001 | 2019-03 → 2019-03 |
| SAFRY | Safran S.A. Unsponsored ADR (SAFRY) | — | 1 | 0 / 1 | $8,001 | 2019-03 → 2019-03 |
| HLT | Hilton Worldwide Holdings Inc. Common S… | Consumer Services | 1 | 0 / 1 | $8,001 | 2019-03 → 2019-03 |
| GDDY | GoDaddy Inc. Class A Common Stock (GDDY) | Software & IT Services | 1 | 0 / 1 | $8,001 | 2019-03 → 2019-03 |
| GILD | Gilead Sciences Inc | Pharmaceuticals & Biotech | 1 | 0 / 1 | $8,001 | 2019-03 → 2019-03 |
| ESLOY | EssilorLuxottica Soci?t? anonyme | — | 1 | 0 / 1 | $8,001 | 2019-03 → 2019-03 |
| DEO | Diageo Plc ADR | Food & Beverage | 1 | 0 / 1 | $8,001 | 2019-03 → 2019-03 |
| DHR | Danaher Corp | Medical Devices | 1 | 0 / 1 | $8,001 | 2019-03 → 2019-03 |
| CCI | Crown Castle Inc. Common Stock (CCI) | Investment Funds | 1 | 0 / 1 | $8,001 | 2019-03 → 2019-03 |
| CABGY | Carlsberg A/S | — | 1 | 0 / 1 | $8,001 | 2019-03 → 2019-03 |
| CSX | CSX Corporation - Common Stock | Transportation | 1 | 0 / 1 | $8,001 | 2019-03 → 2019-03 |
| BK | The Bank of New York Mellon Corporation… | — | 1 | 0 / 1 | $8,001 | 2019-03 → 2019-03 |
| ASML | ASML Holding N.V. - New York Registry S… | Industrials | 1 | 0 / 1 | $8,001 | 2019-03 → 2019-03 |
| AZN | AstraZeneca PLC - American Depositary S… | Pharmaceuticals & Biotech | 1 | 0 / 1 | $8,001 | 2019-03 → 2019-03 |
| AHKSY | Asahi Kasei Corporation | — | 1 | 0 / 1 | $8,001 | 2019-03 → 2019-03 |
| AMZN | Amazon.com, Inc. - Common Stock (AMZN) | Retail & Consumer | 1 | 0 / 1 | $8,001 | 2019-03 → 2019-03 |
| GOOG | Alphabet Inc. - Class C Capital Stock (… | Software & IT Services | 1 | 0 / 1 | $8,001 | 2019-03 → 2019-03 |
| EADSY | Airbus SE | — | 1 | 0 / 1 | $8,001 | 2019-03 → 2019-03 |
| ATVI | Activision Blizzard, Inc - Common Stock | — | 1 | 0 / 1 | $8,001 | 2019-03 → 2019-03 |
| AAGIY | AIA Group Limited | — | 1 | 0 / 1 | $8,001 | 2019-03 → 2019-03 |
| PG | Procter & Gamble Company (PG) | Chemicals | 4 | 2 / 2 | $32,002 | 2018-01 → 2018-12 |
| GIS | General Mills, Inc. Common Stock | Food & Beverage | 2 | 1 / 1 | $16,001 | 2018-04 → 2018-12 |
| UTX | Raytheon Technologies Corporation | — | 2 | 2 / 0 | $16,001 | 2018-04 → 2018-04 |
| PX | Praxair, Inc. | — | 2 | 2 / 0 | $16,001 | 2018-04 → 2018-04 |
| HRS | Harris Corporation | — | 2 | 2 / 0 | $16,001 | 2018-04 → 2018-04 |
| EMR | Emerson Electric Company | Electronics | 2 | 2 / 0 | $16,001 | 2018-04 → 2018-04 |
| ADP | Automatic Data Processing, Inc. - Commo… | Software & IT Services | 2 | 2 / 0 | $16,001 | 2018-04 → 2018-04 |
| QCOM | QUALCOMM Incorporated - Common Stock (Q… | Electronics | 1 | 1 / 0 | $8,001 | 2018-04 → 2018-04 |
| EV | Eaton Vance Corp. | — | 1 | 1 / 0 | $8,001 | 2018-04 → 2018-04 |
| VGK | Vanguard FTSE Europe ETF | — | 1 | 0 / 1 | $32,501 | 2018-04 → 2018-04 |
| MS | Morgan Stanley Common Stock (MS) | Capital Markets | 1 | 0 / 1 | $8,001 | 2018-04 → 2018-04 |
| LULU | lululemon athletica inc. - Common Stock… | Consumer Goods | 1 | 0 / 1 | $8,001 | 2018-04 → 2018-04 |
| IYE | iShares US Energy ETF | — | 1 | 0 / 1 | $32,501 | 2018-04 → 2018-04 |
| KHC | The Kraft Heinz Company - Common Stock … | Food & Beverage | 1 | 0 / 1 | $8,001 | 2018-04 → 2018-04 |
| RHHBY | ROCHE HOLDING LTD S/ADR (RHHBY) | — | 1 | 0 / 1 | $8,001 | 2018-04 → 2018-04 |
| CLB | Core Laboratories N.V. | — | 1 | 0 / 1 | $8,001 | 2018-04 → 2018-04 |
| CHK | Chesapeake Energy Corporation | — | 1 | 0 / 1 | $8,001 | 2018-04 → 2018-04 |
| AL | Air Lease Corporation | — | 1 | 0 / 1 | $8,001 | 2018-04 → 2018-04 |
| RYAAY | Ryanair Holdings plc | — | 2 | 2 / 0 | $16,001 | 2018-01 → 2018-01 |
| HXL | Hexcel Corporation | Chemicals | 2 | 0 / 2 | $16,001 | 2018-01 → 2018-01 |
| FANUY | Fanuc Corporation Unsponsored ADR (FANU… | — | 2 | 0 / 2 | $16,001 | 2018-01 → 2018-01 |
| DWDP | DowDuPont Inc. | — | 2 | 0 / 2 | $16,001 | 2018-01 → 2018-01 |
| MRK | Merck & Company, Inc. Common Stock (MRK) | Pharmaceuticals & Biotech | 2 | 0 / 2 | $16,001 | 2018-01 → 2018-01 |
The Spread by year
| Year | Spread | Trades priced | Disclosed value |
|---|---|---|---|
| 2025 | +6.1% | 60 | $602,530 |
| 2024 | -1.6% | 34 | $321,017 |
| 2023 | +0.6% | 41 | $401,521 |
| 2022 | +4.0% | 40 | $344,520 |
| 2021 | -6.7% | 31 | $506,516 |
| 2020 | -14.1% | 15 | $169,008 |
| 2019 | +1.0% | 47 | $425,024 |
| 2018 | -1.0% | 129 | $1,203,565 |
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 |
|---|---|---|---|---|---|---|
| 2025-11-13 | LOW | Lowe's Companies | sell | $1,001 – $15,000 | spouse | record |
| 2025-11-13 | PAYX | Paychex Inc | sell | $1,001 – $15,000 | spouse | record |
| 2025-11-13 | META | Meta Platforms Inc | buy | $1,001 – $15,000 | spouse | record |
| 2025-10-29 | C | Citigroup Inc New (C) | sell | $1,001 – $15,000 | spouse | record |
| 2025-10-29 | IBM | Intl Business Machines | sell | $15,001 – $50,000 | spouse | record |
| 2025-10-29 | MSFT | Microsoft Corp | sell | $15,001 – $50,000 | spouse | record |
| 2025-10-24 | LLY | Eli Lilly and Company | buy | $1,001 – $15,000 | spouse | record |
| 2025-10-22 | MSFT | Microsoft Corp | sell | $1,001 – $15,000 | spouse | record |
| 2025-10-21 | LOW | Lowe's Companies | sell | $1,001 – $15,000 | spouse | record |
| 2025-10-21 | PAYX | Paychex Inc | sell | $1,001 – $15,000 | spouse | record |
| 2025-10-20 | LOW | Lowe's Companies | sell | $1,001 – $15,000 | spouse | record |
| 2025-10-17 | CVX | Chevron Corp | sell | $1,001 – $15,000 | spouse | record |
| 2025-10-17 | COST | Costco Wholesale | sell | $1,001 – $15,000 | spouse | record |
| 2025-09-18 | AAPL | Apple Inc | sell | $15,001 – $50,000 | spouse | record |
| 2025-09-18 | MSFT | Microsoft Corp | sell | $15,001 – $50,000 | spouse | record |
| 2025-08-04 | BLK | Blackrock Inc | sell | $1,001 – $15,000 | spouse | record |
| 2025-08-01 | PLD | Prologis Inc | buy | $1,001 – $15,000 | spouse | record |
| 2025-08-01 | SHW | Sherwin-Williams Company | buy | $1,001 – $15,000 | spouse | record |
| 2025-07-31 | GD | General Dynamics Corp | sell | $1,001 – $15,000 | spouse | record |
| 2025-07-31 | PPG | PPG Industries | sell | $1,001 – $15,000 | spouse | record |
| 2025-07-31 | CL | Colgate-Palmolive Company | sell | $1,001 – $15,000 | spouse | record |
| 2025-07-30 | PPG | PPG Industries | sell | $1,001 – $15,000 | spouse | record |
| 2025-07-29 | GOOGL | Alphabet Cl A | buy | $1,001 – $15,000 | spouse | record |
| 2025-07-29 | META | Meta Platforms Inc | buy | $1,001 – $15,000 | spouse | record |
| 2025-07-18 | AFL | Aflac Inc | sell | $1,001 – $15,000 | spouse | record |
| 2025-07-18 | AAPL | Apple Inc | sell | $1,001 – $15,000 | spouse | record |
| 2025-07-18 | MSFT | Microsoft Corp | sell | $1,001 – $15,000 | spouse | record |
| 2025-07-18 | JPM | JP Morgan Chase & Company | sell | $1,001 – $15,000 | spouse | record |
| 2025-07-18 | AVGO | Broadcom Ltd | sell | $1,001 – $15,000 | spouse | record |
| 2025-07-17 | CB | Chubb Ltd | sell | $1,001 – $15,000 | spouse | record |
| 2025-07-01 | AXP | American Express Company | buy | $15,001 – $50,000 | spouse | record |
| 2025-06-23 | UNH | Unitedhealth Group Inc | sell | $1,001 – $15,000 | spouse | record |
| 2025-06-18 | C | Citigroup Inc | sell | $1,001 – $15,000 | spouse | record |
| 2025-06-18 | XOM | Exxon Mobil Corp | sell | $1,001 – $15,000 | spouse | record |
| 2025-06-18 | MSFT | Microsoft Corp | sell | $1,001 – $15,000 | spouse | record |
| 2025-06-18 | WFC | Wells Fargo & Company | sell | $1,001 – $15,000 | spouse | record |
| 2025-06-18 | ADI | Analog Devices | sell | $1,001 – $15,000 | spouse | record |
| 2025-05-08 | GOOGL | Alphabet Cl A | buy | $1,001 – $15,000 | spouse | record |
| 2025-04-29 | GOOGL | Alphabet Cl A | buy | $1,001 – $15,000 | spouse | record |
| 2025-04-11 | TGT | Target Corp | sell | $1,001 – $15,000 | spouse | record |
| 2025-04-10 | NKE | Nike Inc | sell | $1,001 – $15,000 | spouse | record |
| 2025-03-26 | CEG | Constellation Energy Corp | buy | $1,001 – $15,000 | spouse | record |
| 2025-03-26 | META | Meta Platforms Inc | buy | $1,001 – $15,000 | spouse | record |
| 2025-02-25 | — | Meta Platforms Inc | buy | $1,001 – $15,000 | spouse | record |
| 2025-02-24 | ABT | Abbott Laboratories | sell | $1,001 – $15,000 | spouse | record |
| 2025-02-24 | ACN | Accenture Plc | sell | $1,001 – $15,000 | spouse | record |
| 2025-02-24 | CMCSA | Comcast Corp A | sell | $1,001 – $15,000 | spouse | record |
| 2025-02-05 | AAPL | Apple Inc | sell | $1,001 – $15,000 | spouse | record |
| 2025-02-04 | MSFT | Microsoft Corp | sell | $1,001 – $15,000 | spouse | record |
| 2025-02-04 | CEG | Constellation Energy Corp | buy | $1,001 – $15,000 | spouse | record |
| 2025-01-17 | AFL | Aflac Inc | sell | $1,001 – $15,000 | spouse | record |
| 2025-01-17 | AAPL | Apple Inc | sell | $1,001 – $15,000 | spouse | record |
| 2025-01-17 | BLK | Blackrock Inc | sell | $1,001 – $15,000 | spouse | record |
| 2025-01-17 | CB | Chubb Ltd | sell | $1,001 – $15,000 | spouse | record |
| 2025-01-17 | GWW | W.W. Grainger | sell | $1,001 – $15,000 | spouse | record |
| 2025-01-17 | ITW | Illinois Tool Works Inc | sell | $1,001 – $15,000 | spouse | record |
| 2025-01-17 | LOW | Lowe's Companies | sell | $1,001 – $15,000 | spouse | record |
| 2025-01-17 | MSFT | Microsoft Corp | sell | $1,001 – $15,000 | spouse | record |
| 2025-01-17 | JPM | JP Morgan Chase & Company | sell | $1,001 – $15,000 | spouse | record |
| 2025-01-17 | PSX | Phillips 66 | sell | $1,001 – $15,000 | spouse | record |
| 2025-01-13 | — | Analog Devices | sell | $1,001 – $15,000 | spouse | record |
| 2025-01-03 | MSFT | Microsoft Corp | sell | $1,001 – $15,000 | spouse | record |
| 2024-12-27 | GE | GE Aerospace | buy | $1,001 – $15,000 | spouse | record |
| 2024-12-20 | UNH | Unitedhealth Group Inc | sell | $1,001 – $15,000 | spouse | record |
| 2024-12-16 | MSFT | Microsoft Corp | sell | $1,001 – $15,000 | spouse | record |
| 2024-12-13 | LOW | Lowe's Companies | sell | $1,001 – $15,000 | spouse | record |
| 2024-12-12 | AVGO | Broadcom Inc. - Common Stock | buy | $1,001 – $15,000 | spouse | record |
| 2024-10-08 | CSL | Carlisle Companies Inc | buy | $1,001 – $15,000 | spouse | record |
| 2024-09-25 | NSC | Norfolk Southern Corp | sell | $1,001 – $15,000 | spouse | record |
| 2024-09-20 | ACN | Accenture Plc | sell | $1,001 – $15,000 | spouse | record |
| 2024-09-20 | AAPL | Apple Inc | sell | $1,001 – $15,000 | spouse | record |
| 2024-09-20 | GWW | W.W. Grainger | sell | $1,001 – $15,000 | spouse | record |
| 2024-09-20 | MSFT | Microsoft Corp | sell | $1,001 – $15,000 | spouse | record |
| 2024-09-20 | NKE | Nike Inc | sell | $1,001 – $15,000 | spouse | record |
| 2024-08-28 | NKE | Nike Inc | buy | $1,001 – $15,000 | spouse | record |
| 2024-08-27 | AVGO | Broadcom Inc. - Common Stock | buy | $1,001 – $15,000 | spouse | record |
| 2024-08-22 | NSC | Norfolk Southern Corp | sell | $1,001 – $15,000 | spouse | record |
| 2024-07-25 | LOW | Lowe's Companies | sell | $1,001 – $15,000 | spouse | record |
| 2024-07-25 | PEP | Pepsico Inc | sell | $1,001 – $15,000 | spouse | record |
| 2024-07-17 | C | Citigroup Inc | sell | $1,001 – $15,000 | spouse | record |
| 2024-07-17 | XOM | Exxon Mobil Corp | sell | $1,001 – $15,000 | spouse | record |
| 2024-07-17 | MSFT | Microsoft Corp | sell | $1,001 – $15,000 | spouse | record |
| 2024-07-01 | AVGO | Broadcom Ltd | buy | $1,001 – $15,000 | spouse | record |
| 2024-06-27 | APD | Air Products and Chemicals | sell | $1,001 – $15,000 | spouse | record |
| 2024-04-23 | AAPL | Apple Inc | sell | $1,001 – $15,000 | spouse | record |
| 2024-04-23 | MSFT | Microsoft Corp | sell | $1,001 – $15,000 | spouse | record |
| 2024-04-23 | JPM | JP Morgan Chase & Company | sell | $1,001 – $15,000 | spouse | record |
| 2024-04-09 | AAPL | Apple Inc | sell | $1,001 – $15,000 | spouse | record |
| 2024-04-09 | SPGI | S&P Global Inc | sell | $1,001 – $15,000 | spouse | record |
| 2024-04-09 | GWW | W.W. Grainger | sell | $1,001 – $15,000 | spouse | record |
| 2024-04-09 | MSFT | Microsoft Corp | sell | $1,001 – $15,000 | spouse | record |
| 2024-02-27 | ZTS | Zoetis Inc Cl A | buy | $15,001 – $50,000 | spouse | record |
| 2024-02-23 | SBUX | Starbucks Corp | buy | $15,001 – $50,000 | spouse | record |
| 2024-02-15 | BDX | Becton Dickinson and Company | sell | $1,001 – $15,000 | spouse | record |
| 2024-02-09 | MDT | Medtronic Inc | sell | $1,001 – $15,000 | spouse | record |
| 2024-01-19 | ENB | Enbridge Inc | sell | $1,001 – $15,000 | self | record |
| 2024-01-19 | ES | Eversource Energy | sell | $1,001 – $15,000 | spouse | record |
| 2023-12-29 | TFC | Truist Financial Corp | sell | $15,001 – $50,000 | self | record |
| 2023-12-19 | ACN | Accenture Plc | sell | $1,001 – $15,000 | spouse | record |
| 2023-12-19 | ADI | Analog Devices | sell | $1,001 – $15,000 | spouse | record |
| 2023-12-19 | AAPL | Apple Inc | sell | $1,001 – $15,000 | spouse | record |
| 2023-12-19 | MSFT | Microsoft Corp | sell | $1,001 – $15,000 | spouse | record |
| 2023-12-19 | JPM | JP Morgan Chase & Company | sell | $1,001 – $15,000 | spouse | record |
| 2023-12-18 | KO | Coca-Cola Company | sell | $1,001 – $15,000 | spouse | record |
| 2023-12-18 | MSFT | Microsoft Corp | sell | $1,001 – $15,000 | spouse | record |
| 2023-12-18 | MDLZ | Mondelez Intl Inc | sell | $1,001 – $15,000 | spouse | record |
| 2023-12-18 | PFE | Pfizer Inc | sell | $1,001 – $15,000 | spouse | record |
| 2023-12-01 | CVX | Chevron Corp | buy | $1,001 – $15,000 | spouse | record |
| 2023-12-01 | CSCO | Cisco Systems Inc | buy | $1,001 – $15,000 | spouse | record |
| 2023-12-01 | CMCSA | Comcast Corp A | buy | $1,001 – $15,000 | spouse | record |
| 2023-12-01 | SPGI | S&P Global Inc | buy | $1,001 – $15,000 | spouse | record |
| 2023-11-30 | MSFT | Microsoft Corp | sell | $1,001 – $15,000 | spouse | record |
| 2023-11-27 | SHEL | Royal Dutch Shell Plc ADR | sell | $1,001 – $15,000 | spouse | record |
| 2023-11-27 | WFC | Wells Fargo & Company | sell | $1,001 – $15,000 | spouse | record |
| 2023-09-27 | SPGI | S&P Global Inc | buy | $1,001 – $15,000 | spouse | record |
| 2023-09-22 | ACN | Accenture Plc | buy | $1,001 – $15,000 | spouse | record |
| 2023-09-22 | UNH | Unitedhealth Group Inc | buy | $1,001 – $15,000 | spouse | record |
| 2023-09-21 | RTX | Rtx Corp | sell | $1,001 – $15,000 | spouse | record |
| 2023-09-01 | USB | U.S. Bancorp | sell | $1,001 – $15,000 | spouse | record |
| 2023-08-22 | AAPL | Apple Inc | sell | $1,001 – $15,000 | spouse | record |
| 2023-08-22 | LOW | Lowe's Companies | sell | $1,001 – $15,000 | spouse | record |
| 2023-08-22 | MSFT | Microsoft Corp | sell | $1,001 – $15,000 | spouse | record |
| 2023-08-02 | AFL | Aflac Inc | sell | $1,001 – $15,000 | spouse | record |
| 2023-08-02 | FDS | Factset Research Systems Inc | sell | $1,001 – $15,000 | spouse | record |
| 2023-06-22 | MSFT | Microsoft Corporation - Common Stock | sell | $1,001 – $15,000 | spouse | record |
| 2023-06-14 | CLX | Clorox Company (The) Common Stock | sell | $1,001 – $15,000 | spouse | record |
| 2023-06-14 | AAPL | Apple Inc. - Common Stock | buy | $1,001 – $15,000 | spouse | record |
| 2023-06-14 | NKE | Nike, Inc. Common Stock | buy | $1,001 – $15,000 | spouse | record |
| 2023-06-12 | AMGN | Amgen Inc. - Common Stock | sell | $1,001 – $15,000 | spouse | record |
| 2023-06-12 | CB | Chubb Limited Common Stock | sell | $1,001 – $15,000 | spouse | record |
| 2023-06-12 | MSFT | Microsoft Corporation - Common Stock | sell | $15,001 – $50,000 | spouse | record |
| 2023-06-07 | WMT | Walmart Inc. Common Stock | sell | $1,001 – $15,000 | spouse | record |
| 2023-05-10 | BMY | Bristol-Myers Squibb Company Common Stock | sell | $1,001 – $15,000 | spouse | record |
| 2023-05-10 | C | Citigroup, Inc. Common Stock | sell | $1,001 – $15,000 | spouse | record |
| 2023-05-10 | XOM | Exxon Mobil Corporation Common Stock | sell | $1,001 – $15,000 | spouse | record |
| 2023-05-10 | — | Wells Fargo & Company Common Stock | sell | $1,001 – $15,000 | spouse | record |
| 2023-04-04 | DUK | Duke Energy Corporation (Holding Company) Common S | sell | $15,001 – $50,000 | spouse | record |
| 2023-04-04 | MCD | McDonald's Corporation Common Stock | sell | $1,001 – $15,000 | spouse | record |
| 2023-04-04 | UPS | United Parcel Service, Inc. Common Stock | sell | $1,001 – $15,000 | spouse | record |
| 2023-02-23 | — | wells fargo | sell | $1,001 – $15,000 | spouse | record |
| 2023-02-06 | — | chevron | buy | $1,001 – $15,000 | spouse | record |
| 2022-12-29 | WFC | WFC | sell | $1,001 – $15,000 | spouse | record |
| 2022-12-29 | AXAHY | AXAHY | sell | $1,001 – $15,000 | self | record |
| 2022-12-15 | VFC | V.F. Corporation Common Stock | sell | $1,001 – $15,000 | spouse | record |
| 2022-10-19 | WFC | Wells Fargo & Company Common Stock | sell | $1,001 – $15,000 | spouse | record |
| 2022-10-19 | WFC | Wells Fargo & Company Common Stock | sell | $1,001 – $15,000 | spouse | record |
| 2022-10-17 | AFL | AFLAC Incorporated Common Stock | sell | $1,001 – $15,000 | spouse | record |
| 2022-10-17 | AAPL | Apple Inc. - Common Stock | sell | $1,001 – $15,000 | spouse | record |
| 2022-10-17 | BLK | BlackRock, Inc. Common Stock | sell | $1,001 – $15,000 | spouse | record |
| 2022-10-17 | JNJ | Johnson & Johnson Common Stock | sell | $1,001 – $15,000 | spouse | record |
| 2022-10-17 | LIN | Linde plc Ordinary Share | sell | $1,001 – $15,000 | spouse | record |
| 2022-10-17 | LOW | Lowe's Companies, Inc. Common Stock | sell | $1,001 – $15,000 | spouse | record |
| 2022-10-17 | MSFT | Microsoft Corporation - Common Stock | sell | $1,001 – $15,000 | spouse | record |
| 2022-10-17 | JPM | JP Morgan Chase & Co. Common Stock | sell | $1,001 – $15,000 | spouse | record |
| 2022-10-17 | UNH | UnitedHealth Group Incorporated Common Stock (DE) | sell | $1,001 – $15,000 | spouse | record |
| 2022-10-17 | AFL | AFLAC Incorporated Common Stock | sell | $1,001 – $15,000 | spouse | record |
| 2022-10-17 | AAPL | Apple Inc. - Common Stock | sell | $1,001 – $15,000 | spouse | record |
| 2022-10-17 | BLK | BlackRock, Inc. Common Stock | sell | $1,001 – $15,000 | spouse | record |
| 2022-10-17 | JNJ | Johnson & Johnson Common Stock | sell | $1,001 – $15,000 | spouse | record |
| 2022-10-17 | LIN | Linde plc Ordinary Share | sell | $1,001 – $15,000 | spouse | record |
| 2022-10-17 | LOW | Lowe's Companies, Inc. Common Stock | sell | $1,001 – $15,000 | spouse | record |
| 2022-10-17 | MSFT | Microsoft Corporation - Common Stock | sell | $1,001 – $15,000 | spouse | record |
| 2022-10-17 | JPM | JP Morgan Chase & Co. Common Stock | sell | $1,001 – $15,000 | spouse | record |
| 2022-10-17 | UNH | UnitedHealth Group Incorporated Common Stock (DE) | sell | $1,001 – $15,000 | joint | record |
| 2022-07-11 | GWW | W.W. Grainger, Inc. Common Stock | buy | $1,001 – $15,000 | spouse | record |
| 2022-07-01 | COST | Costco Wholesale Corporation - Common Stock | buy | $1,001 – $15,000 | spouse | record |
| 2022-06-30 | MMM | 3M Company Common Stock | sell | $1,001 – $15,000 | spouse | record |
| 2022-06-17 | BMY | Bristol-Myers Squibb Company Common Stock | sell | $1,001 – $15,000 | spouse | record |
| 2022-06-17 | KO | Coca-Cola Company (The) Common Stock | sell | $1,001 – $15,000 | spouse | record |
| 2022-06-17 | INTC | Intel Corporation - Common Stock | sell | $1,001 – $15,000 | spouse | record |
| 2022-06-17 | IBM | International Business Machines Corporat | sell | $1,001 – $15,000 | spouse | record |
| 2022-06-17 | MSFT | Microsoft Corporation - Common Stock | sell | $1,001 – $15,000 | spouse | record |
| 2022-06-16 | F | Ford Motor Company Common Stock | sell | $1,001 – $15,000 | spouse | record |
| 2022-06-16 | INTC | Intel Corporation - Common Stock | sell | $15,001 – $50,000 | spouse | record |
| 2022-06-01 | CMS | CMS Energy Corporation Common Stock | buy | $1,001 – $15,000 | spouse | record |
| 2022-05-26 | NEE | NextEra Energy, Inc. Common Stock | sell | $1,001 – $15,000 | spouse | record |
| 2022-05-25 | WEC | WEC Energy Group, Inc. Common Stock | sell | $1,001 – $15,000 | spouse | record |
| 2022-02-24 | AAPL | Apple Inc. - Common Stock | sell | $1,001 – $15,000 | spouse | record |
| 2022-02-24 | LOW | Lowe's Companies, Inc. Common Stock | sell | $1,001 – $15,000 | spouse | record |
| 2022-02-24 | LHX | L3Harris Technologies, Inc. Common Stock | sell | $1,001 – $15,000 | spouse | record |
| 2022-02-24 | MSFT | Microsoft Corporation - Common Stock | sell | $1,001 – $15,000 | spouse | record |
| 2022-02-24 | NEE | NextEra Energy, Inc. Common Stock | sell | $1,001 – $15,000 | spouse | record |
| 2021-12-28 | SMFG | Sumitomo Mitsui Financial Group Inc Unsponsored Am | sell | $1,001 – $15,000 | self | record |
| 2021-12-28 | VZ | Verizon Communications Inc. Common Stock | sell | $1,001 – $15,000 | self | record |
| 2021-12-28 | SMFG | Sumitomo Mitsui Financial Group Inc Unsponsored Am | sell | $1,001 – $15,000 | self | record |
| 2021-12-17 | C | Citigroup, Inc. Common Stock | sell | $1,001 – $15,000 | spouse | record |
| 2021-12-17 | MSFT | Microsoft Corporation - Common Stock | sell | $1,001 – $15,000 | spouse | record |
| 2021-12-17 | MSFT | Microsoft Corporation - Common Stock | sell | $1,001 – $15,000 | spouse | record |
| 2021-12-15 | AMGN | Amgen Inc. - Common Stock | buy | $1,001 – $15,000 | spouse | record |
| 2021-12-15 | DE | UnitedHealth Group Incorporated Common Stock (DE) | buy | $1,001 – $15,000 | spouse | record |
| 2021-12-15 | NVS | Novartis AG Common Stock | sell | $1,001 – $15,000 | spouse | record |
| 2021-12-15 | AMGN | Amgen Inc. - Common Stock | buy | $1,001 – $15,000 | spouse | record |
| 2021-12-15 | DE | UnitedHealth Group Incorporated Common Stock (DE) | buy | $1,001 – $15,000 | spouse | record |
| 2021-10-13 | PPG | PPG Industries, Inc. Common Stock | buy | $1,001 – $15,000 | spouse | record |
| 2021-08-25 | AAPL | Apple Inc. - Common Stock | buy | $1,001 – $15,000 | spouse | record |
| 2021-08-17 | AAPL | Apple Inc. - Common Stock | sell | $1,001 – $15,000 | spouse | record |
| 2021-08-17 | MSFT | Microsoft Corporation - Common Stock | sell | $1,001 – $15,000 | spouse | record |
| 2021-07-26 | C | Citigroup, Inc. Common Stock | sell | $1,001 – $15,000 | spouse | record |
| 2021-07-26 | INTC | Intel Corporation - Common Stock | sell | $1,001 – $15,000 | spouse | record |
| 2021-07-26 | IBM | International Business Machines Corporat | sell | $1,001 – $15,000 | spouse | record |