K. Michael Conaway Republican · TX-11
House of Representatives · former member · serving since 2005 · born June 11, 1948
Wikipedia · Ballotpedia · Official site · GovTrack · OpenSecrets · FEC filings · House History · Bioguide
Transactions
361
across 25 filings
Securities traded
82
0 active in 6 months
Disclosed range total
$8,145,361
sum of filed minimums
In plain language
Of 361 disclosed trades, 2 were flagged by the site's published rules — 0.6%.
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.
- 1 · committee window
- 1 · 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 |
|---|---|---|---|
| TX-11 | 109th–116th | 2005–2021 | 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 |
|---|---|---|---|
| 116th | House Committee on Agriculture | Ranking Member | 2019-01 → 2020-12 |
| 116th | House Committee on Armed Services | Member | 2019-01 → 2020-12 |
| 116th | House Permanent Select Committee on Intelligence | Member | 2019-01 → 2020-12 |
| 115th | House Committee on Agriculture | Chair | 2017-01 → 2018-12 |
| 115th | House Committee on Armed Services | Member | 2017-01 → 2018-12 |
| 115th | House Permanent Select Committee on Intelligence | Member | 2017-01 → 2018-12 |
| 114th | House Committee on Agriculture | Chair | 2015-02 → 2016-12 |
| 114th | House Committee on Armed Services | Member | 2015-02 → 2016-12 |
| 114th | House Permanent Select Committee on Intelligence | Member | 2015-02 → 2016-12 |
| 113th | House Committee on Agriculture | Member | 2013-01 → 2014-11 |
| 113th | House Committee on Armed Services | Member | 2013-01 → 2014-11 |
| 113th | House Committee on Ethics | Chair | 2013-01 → 2014-11 |
| 113th | House Permanent Select Committee on Intelligence | Member | 2013-01 → 2014-11 |
| 112th | House Committee on Agriculture | Member | 2012-11 → 2012-11 |
| 112th | House Committee on Armed Services | Member | 2012-11 → 2012-11 |
| 112th | House Committee on Ethics | Member | 2012-11 → 2012-11 |
| 112th | House Permanent Select Committee on Intelligence | 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 |
|---|---|---|---|---|---|---|
| DGRO | ISHARES TRUST CORE DIVID GWTH (DGRO) | — | 7 | 7 / 0 | $263,504 | 2020-04 → 2020-12 |
| GSLC | goldman Sachs Activebeta U.S. Large Cap… | — | 11 | 7 / 3 | $518,006 | 2019-12 → 2020-12 |
| VIG | Vanguard Div Appreciation ETF | — | 14 | 9 / 3 | $795,007 | 2019-12 → 2020-12 |
| FDN | First Trust Dow Jones Internet ETF | — | 7 | 3 / 2 | $330,504 | 2018-12 → 2020-12 |
| AAL | American Airlines Group, Inc. - Common … | Transportation | 1 | 1 / 0 | $32,501 | 2020-11 → 2020-11 |
| LUV | Southwest Airlines Company Common Stock… | Transportation | 3 | 1 / 2 | $97,502 | 2020-03 → 2020-11 |
| DRI | Darden Restaurants, Inc. Common Stock (… | Retail & Consumer | 3 | 3 / 0 | $97,502 | 2020-04 → 2020-11 |
| VDC | Vanguard Consumer Staples ETF (VDC) | — | 15 | 6 / 7 | $918,008 | 2019-07 → 2020-10 |
| BX | Blackstone Inc | Capital Markets | 1 | 0 / 1 | $32,501 | 2020-10 → 2020-10 |
| JNJ | Johnson & Johnson Common Stock (JNJ) | Pharmaceuticals & Biotech | 8 | 4 / 4 | $204,504 | 2019-01 → 2020-10 |
| CVX | Chevron Corporation Common Stock (CVX) | Oil & Gas | 4 | 1 / 1 | $88,003 | 2020-04 → 2020-10 |
| AAPL | Apple Inc. - Common Stock (AAPL) | Technology Hardware | 8 | 7 / 1 | $253,504 | 2019-01 → 2020-10 |
| NBL | Noble Energy Inc. (NbL) | — | 2 | 0 / 0 | $40,501 | 2020-10 → 2020-10 |
| ABT | Abbott Laboratories Common Stock (ABT) | Pharmaceuticals & Biotech | 1 | 1 / 0 | $75,001 | 2020-09 → 2020-09 |
| CIBR | First Trust Nasdaq Cybersecurity ETF | — | 1 | 1 / 0 | $32,501 | 2020-09 → 2020-09 |
| JPM | JP Morgan Chase & Co. Common Stock (JPM) | Banking | 5 | 3 / 2 | $113,503 | 2019-04 → 2020-09 |
| INTU | Intuit Inc. - Common Stock | Software & IT Services | 3 | 1 / 2 | $48,502 | 2019-01 → 2020-09 |
| SPY | SPDR S&P 500 | — | 8 | 4 / 2 | $520,504 | 2018-12 → 2020-09 |
| USMC | Principal U.S. Mega-Cap ETF (USMC) gedc… | — | 14 | 11 / 1 | $617,507 | 2019-07 → 2020-09 |
| DUK | Duke Energy Corp | Utilities | 2 | 2 / 0 | $65,001 | 2020-04 → 2020-08 |
| USB | U.S. Bancorp Common Stock | Banking | 2 | 1 / 1 | $150,001 | 2020-06 → 2020-08 |
| AEP | American Electric Power Company, Inc. (… | Utilities | 4 | 3 / 1 | $105,502 | 2018-12 → 2020-08 |
| SDY | DR S&P Dividend ETF (SDY) | — | 13 | 9 / 3 | $710,507 | 2019-10 → 2020-08 |
| PNC | PNC Financial Services Group, Inc. (PNC) | Banking | 7 | 3 / 4 | $221,004 | 2019-10 → 2020-08 |
| XLV | dR Select Sector Fund - Health Care (XL… | — | 1 | 1 / 0 | $75,001 | 2020-08 → 2020-08 |
| CWB | dR bloomberg barclays Convertible Secur… | — | 9 | 6 / 3 | $456,005 | 2019-07 → 2020-08 |
| V | Visa Inc. (V) | Business Services | 1 | 0 / 1 | $32,501 | 2020-08 → 2020-08 |
| AXP | American Express Company | Banking | 2 | 0 / 2 | $23,002 | 2018-12 → 2020-08 |
| RTX | Raytheon Technologies Corp | Defense & Aerospace | 1 | 0 / 1 | $32,501 | 2020-07 → 2020-07 |
| HD | Home Depot, Inc. (HD) | Retail & Consumer | 3 | 1 / 2 | $90,502 | 2019-04 → 2020-07 |
| PFE | Pfizer, Inc. Common Stock (PFE) | Pharmaceuticals & Biotech | 3 | 2 / 1 | $48,502 | 2018-12 → 2020-07 |
| AMZN | Amazon.com, Inc. - Common Stock (AMZN) | Retail & Consumer | 5 | 4 / 1 | $230,003 | 2019-09 → 2020-07 |
| INFR | Legg Mason global Infrastructure ETF (I… | — | 1 | 0 / 1 | $32,501 | 2020-06 → 2020-06 |
| IWM | iShares Russell 2000 ETF | — | 1 | 0 / 1 | $8,001 | 2020-06 → 2020-06 |
| VV | Vanguard Large-Cap ETF (VV) | — | 1 | 1 / 0 | $8,001 | 2020-06 → 2020-06 |
| ISD | PgIM High Yield bond Fund, Inc. (ISD) | — | 1 | 1 / 0 | $32,501 | 2020-06 → 2020-06 |
| EFG | iShares MSCI EAFE growth ETF (EFg) | — | 1 | 0 / 1 | $8,001 | 2020-06 → 2020-06 |
| EFV | iShares MSCI EAFE Value ETF (EFV) | — | 1 | 1 / 0 | $32,501 | 2020-06 → 2020-06 |
| TJX | TJX Companies | Retail & Consumer | 1 | 0 / 1 | $8,001 | 2020-06 → 2020-06 |
| SKYY | First Trust Cloud Computing ETF (SKYY) | — | 2 | 2 / 0 | $65,001 | 2020-05 → 2020-05 |
| ITOT | iShares Core S&P Total U.S. Stock Marke… | — | 1 | 1 / 0 | $32,501 | 2020-05 → 2020-05 |
| CARR | Carrier Global Corp | Other | 1 | 0 / 1 | $8,001 | 2020-05 → 2020-05 |
| OTIS | Otis Worldwide Corp | Electronics | 1 | 0 / 1 | $8,001 | 2020-05 → 2020-05 |
| BDX | Becton, Dickinson and Company Common St… | Medical Devices | 2 | 1 / 1 | $40,501 | 2019-04 → 2020-05 |
| VZ | Verizon Communications Inc. Common Stoc… | Telecommunications | 3 | 2 / 1 | $48,502 | 2018-12 → 2020-05 |
| PG | Procter & Gamble Company (PG) | Chemicals | 1 | 1 / 0 | $32,501 | 2020-05 → 2020-05 |
| MPC | Marathon Petroleum Corporation Common S… | Oil & Gas | 1 | 1 / 0 | $32,501 | 2020-04 → 2020-04 |
| EMR | Emerson Electric Company | Electronics | 1 | 1 / 0 | $32,501 | 2020-04 → 2020-04 |
| SO | Southern Company (SO) | Utilities | 1 | 1 / 0 | $32,501 | 2020-04 → 2020-04 |
| VEA | Vanguard FTSE Developed Markets ETF | — | 1 | 0 / 1 | $8,001 | 2020-03 → 2020-03 |
| VPU | Vanguard Utilities Index Fund ETF Shares | — | 15 | 6 / 7 | $513,009 | 2019-07 → 2020-03 |
| NOC | Northrop Grumman Corporation Common Sto… | Medical Devices | 2 | 0 / 2 | $40,501 | 2019-01 → 2020-03 |
| DIA | 2000062542 SPDR Dow Jones Industrial Av… | — | 4 | 2 / 2 | $32,002 | 2018-12 → 2020-03 |
| DEO | Diageo Plc ADR | Food & Beverage | 2 | 0 / 2 | $16,001 | 2020-03 → 2020-03 |
| DIS | Walt Disney Company | Media & Entertainment | 2 | 1 / 1 | $16,001 | 2019-04 → 2020-03 |
| MMM | 3M Company Common Stock (MMM) | Medical Devices | 1 | 0 / 1 | $8,001 | 2020-03 → 2020-03 |
| TRV | The Travelers Companies, Inc. Common St… | Insurance | 3 | 1 / 2 | $24,002 | 2019-01 → 2020-03 |
| FDL | First Trust Morningstar ETF (FDL) | — | 11 | 5 / 4 | $393,506 | 2019-08 → 2020-02 |
| CSQ | Calamos Strategic Total Return Fund (CS… | — | 1 | 0 / 1 | $8,001 | 2020-02 → 2020-02 |
| QQQ | Invesco QQQ Trust, Series 1 | — | 2 | 2 / 0 | $40,501 | 2018-12 → 2020-02 |
| IVZ | Invesco Ltd Common Stock | Capital Markets | 2 | 1 / 1 | $16,001 | 2019-12 → 2020-01 |
| XOM | Exxon Mobil Corp | Oil & Gas | 4 | 1 / 3 | $32,002 | 2019-01 → 2019-10 |
| RDS.B | Royal Dutch Shell PLC Royal Dutch Shell… | — | 1 | 0 / 1 | $8,001 | 2019-10 → 2019-10 |
| DD | DuPont de Nemours, Inc. Common Stock (D… | Chemicals | 1 | 0 / 1 | $8,001 | 2019-10 → 2019-10 |
| NEE | NextEra Energy, Inc. Common Stock (NEE) | Utilities | 1 | 0 / 1 | $32,501 | 2019-10 → 2019-10 |
| DOW | Dow Inc. Common Stock (DOW) | Chemicals | 1 | 0 / 1 | $8,001 | 2019-08 → 2019-08 |
| CTVA | Corteva Inc | Agriculture | 1 | 0 / 1 | $8,001 | 2019-08 → 2019-08 |
| WM | Waste Management, Inc. Common Stock (WM) | Utilities | 2 | 1 / 1 | $16,001 | 2018-12 → 2019-08 |
| WMT | Walmart Inc. Common Stock (WMT) | Retail & Consumer | 2 | 1 / 1 | $23,002 | 2019-01 → 2019-08 |
| KO | Coca-Cola Company | Food & Beverage | 1 | 0 / 1 | $32,501 | 2019-07 → 2019-07 |
| SPG | Simon Property Group, Inc. Common Stock… | Investment Funds | 2 | 0 / 2 | $16,001 | 2019-01 → 2019-07 |
| ADP | Automatic Data Processing, Inc. - Commo… | Software & IT Services | 1 | 0 / 1 | $8,001 | 2019-04 → 2019-04 |
| GOOGL | Alphabet Inc. - Class A Common Stock (G… | Software & IT Services | 1 | 1 / 0 | $32,501 | 2019-04 → 2019-04 |
| RTN | Raytheon Company | — | 1 | 0 / 1 | $8,001 | 2019-04 → 2019-04 |
| UNH | UnitedHealth Group Incorporated Common … | Insurance | 1 | 0 / 1 | $8,001 | 2019-04 → 2019-04 |
| GE | General Electric Company | Electronics | 1 | 1 / 0 | $8,001 | 2019-03 → 2019-03 |
| T | AT&T Inc. (T) | Telecommunications | 2 | 1 / 1 | $47,502 | 2018-12 → 2019-03 |
| MSFT | Microsoft Corporation - Common Stock (M… | Software & IT Services | 1 | 1 / 0 | $8,001 | 2019-01 → 2019-01 |
| PEP | Pepsico Inc | Food & Beverage | 1 | 0 / 1 | $8,001 | 2019-01 → 2019-01 |
| ZTS | Zoetis Inc. Class A Common Stock (ZTS) | Pharmaceuticals & Biotech | 1 | 1 / 0 | $8,001 | 2019-01 → 2019-01 |
| VCR | Vanguard Consumer Discretion ETF (VCR) | — | 1 | 0 / 1 | $32,501 | 2018-12 → 2018-12 |
| BNS | Bank Nova Scotia Halifax Pfd 3 Ordinary… | Banking | 2 | 0 / 2 | $16,001 | 2018-12 → 2018-12 |
The Spread by year
| Year | Spread | Trades priced | Disclosed value |
|---|---|---|---|
| 2020 | +2.7% | 133 | $4,850,068 |
| 2019 | -1.9% | 77 | $1,585,041 |
| 2018 | -0.8% | 10 | $104,505 |
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 |
|---|---|---|---|---|---|---|
| 2020-12-18 | — | Washington Mutual Inv FD | buy | $50,001 – $100,000 | self | record |
| 2020-12-18 | — | Investment Company of America | buy | $50,001 – $100,000 | self | record |
| 2020-12-17 | DGRO | iShares Core Dividend growth ETF (DgRO) | buy | $50,001 – $100,000 | self | record |
| 2020-12-17 | — | Capital World growth & Income Fund gfedc | buy | $50,001 – $100,000 | self | record |
| 2020-12-17 | — | AMCAP Fund | buy | $50,001 – $100,000 | self | record |
| 2020-12-16 | — | Fundamental Investors CL A | buy | $50,001 – $100,000 | self | record |
| 2020-12-10 | VIG | Vanguard Div Appreciation ETF (VIg) | buy | $50,001 – $100,000 | self | record |
| 2020-12-10 | GSLC | goldman Sachs Activebeta U.S. Large Cap Equity ETF (gSLC) | buy | $15,001 – $50,000 | self | record |
| 2020-12-10 | FDN | First Trust DJ Internet Index Fund (FDN) | buy | $15,001 – $50,000 | self | record |
| 2020-12-10 | VIG | Vanguard Div Appreciation ETF (VIg) | buy | $50,001 – $100,000 | self | record |
| 2020-12-10 | GSLC | goldman Sachs Activebeta U.S. Large Cap Equity ETF (gSLC) | buy | $15,001 – $50,000 | self | record |
| 2020-12-10 | FDN | First Trust DJ Internet Index Fund (FDN) gcdef | buy | $15,001 – $50,000 | self | record |
| 2020-11-30 | LUV | Southwest Airlines Company (LUV) | buy | $15,001 – $50,000 | self | record |
| 2020-11-30 | DGRO | iShares Core Dividend growth ETF (DgRO) | buy | $15,001 – $50,000 | self | record |
| 2020-11-30 | DRI | Darden Restaurants, Inc. (DRI) | buy | $15,001 – $50,000 | self | record |
| 2020-11-30 | AAL | American Airlines group, Inc. (AAL) | buy | $15,001 – $50,000 | self | record |
| 2020-11-10 | — | UIT First Trust Diversified W115 | sell | $1,001 – $15,000 | spouse | record |
| 2020-10-16 | VDC | Vanguard Consumer Staples ETF (VdC) | sell | $15,001 – $50,000 | self | record |
| 2020-10-16 | BX | The blackstone group Inc. Class A (bX) | sell | $15,001 – $50,000 | self | record |
| 2020-10-16 | JNJ | Johnson & Johnson (JNJ) | buy | $15,001 – $50,000 | self | record |
| 2020-10-16 | JNJ | Johnson & Johnson (JNJ) | buy | $50,001 – $100,000 | self | record |
| 2020-10-16 | — | First Trust Cloud Computing ETF | buy | $15,001+ | self | record |
| 2020-10-16 | CVX | Chevron Corporation (CVX) | sell | $15,001 – $50,000 | self | record |
| 2020-10-16 | AAPL | Apple Inc. (AAPL) | buy | $15,001 – $50,000 | self | record |
| 2020-10-16 | AAPL | Apple Inc. (AAPL) | buy | $15,001 – $50,000 | self | record |
| 2020-10-06 | NBL | Noble Energy Inc. (NbL) | exchange | $15,001 – $50,000 | self | record |
| 2020-10-06 | NBL | Noble Energy Inc. (NbL) | exchange | $1,001 – $15,000 | self | record |
| 2020-10-06 | CVX | Chevron Corporation (CVX) | exchange | $1,001 – $15,000 | self | record |
| 2020-10-06 | CVX | Chevron Corporation (CVX) | exchange | $15,001 – $50,000 | self | record |
| 2020-09-28 | — | JPMORgAN CHASE & CO FIX/FLT JR SbRdNTd PERP MAT CLLb NRA TAXAbLE CPN | buy | $15,001 – $50,000 | self | record |
| 2020-09-28 | ABT | Abbott Laboratories (AbT) | buy | $50,001 – $100,000 | self | record |
| 2020-09-21 | VDC | Vanguard Consumer Staples ETF (VdC) | sell | $15,001 – $50,000 | self | record |
| 2020-09-21 | VDC | Vanguard Consumer Staples ETF (VdC) | sell | $15,001 – $50,000 | self | record |
| 2020-09-21 | VDC | Vanguard Consumer Staples ETF (VdC) | sell | $50,001 – $100,000 | self | record |
| 2020-09-21 | — | Principal U.S. Mega-Cap ETF | buy | $1,001 – $15,000 | self | record |
| 2020-09-21 | CIBR | First Trust NASdAQ Cybersecurity ETF (CIbR) | buy | $15,001 – $50,000 | self | record |
| 2020-09-21 | — | FIFTH THIRd bANCORP FIX TO FLT JR SbRdNTd CALLAbLE PERPTL CPN 5.100% dUE 12/31/49 | buy | $15,001 – $50,000 | self | record |
| 2020-09-09 | JPM | JP Morgan Chase & Co. (JPM) | sell | $15,001 – $50,000 | self | record |
| 2020-09-08 | VIG | Vanguard div Appreciation ETF (VIg) | sell | $50,001 – $100,000 | self | record |
| 2020-09-08 | SPY | dR S&P 500 (SPY) | sell | $15,001 – $50,000 | spouse | record |
| 2020-09-08 | USMC | Principal U.S. Mega-Cap ETF (USMC) gedcbf | sell | $15,001 – $50,000 | self | record |
| 2020-09-08 | JPM | JP Morgan Chase & Co. (JPM) | sell | $15,001 – $50,000 | self | record |
| 2020-09-08 | INTU | Intuit Inc. (INTU) | sell | $15,001 – $50,000 | self | record |
| 2020-08-11 | — | FT divers Income & growth Fall 15 | sell | $100,001 – $250,000 | spouse | record |
| 2020-08-10 | V | Visa Inc. (V) | sell | $15,001 – $50,000 | self | record |
| 2020-08-10 | USB | U.S. bancorp (USb) | sell | $50,001 – $100,000 | self | record |
| 2020-08-10 | XLV | dR Select Sector Fund - Health Care (XLV) | buy | $50,001 – $100,000 | spouse | record |
| 2020-08-10 | SDY | dR S&P dividend ETF (SdY) | buy | $15,001 – $50,000 | spouse | record |
| 2020-08-10 | SDY | dR S&P dividend ETF (SdY) | buy | $15,001 – $50,000 | spouse | record |
| 2020-08-10 | CWB | dR bloomberg barclays Convertible Securities ETF (CWb) | buy | $50,001 – $100,000 | spouse | record |
| 2020-08-10 | PNC | PNC Financial Services group, Inc. (PNC) | sell | $15,001 – $50,000 | self | record |
| 2020-08-10 | PNC | PNC Financial Services group, Inc. (PNC) gfedc | sell | $50,001 – $100,000 | self | record |
| 2020-08-10 | JNJ | Johnson & Johnson (JNJ) | buy | $15,001 – $50,000 | spouse | record |
| 2020-08-10 | DGRO | iShares Core dividend growth ETF (dgRO) | buy | $50,001 – $100,000 | spouse | record |
| 2020-08-10 | DUK | duke Energy Corporation (dUK) | buy | $15,001 – $50,000 | spouse | record |
| 2020-08-10 | AXP | American Express Company (AXP) | sell | $15,001+ | self | record |
| 2020-08-10 | AEP | American Electric Power Company, Inc. (AEP) gfedcb | buy | $15,001 – $50,000 | spouse | record |
| 2020-07-20 | — | AMERICAN FUNdS THE TAX EXEMPT bONd FUNd OF AMERICA | buy | $1,001 – $15,000 | spouse | record |
| 2020-07-01 | RTX | Raytheon Technologies Corporation (RTX) | sell | $15,001 – $50,000 | self | record |
| 2020-07-01 | PFE | Pfizer, Inc. (PFE) | buy | $15,001 – $50,000 | self | record |
| 2020-07-01 | HD | Home depot, Inc. (Hd) | sell | $50,001+ | self | record |
| 2020-07-01 | AAPL | Apple Inc. (AAPL) | buy | $15,001 – $50,000 | self | record |
| 2020-07-01 | AMZN | Amazon.com, Inc. (AMZN) | buy | $50,001 – $100,000 | self | record |
| 2020-07-01 | — | "CITIgROUP INC PERPETUAL FIX/FLT bONdS CALLAbLE CPN 6.125% dUE 12/29/49 dTd 11/13/15 FC 05/15/16 CALL1 | buy | $100,001 – $250,000 | self | record |
| 2020-06-23 | — | JPMORgAN FEDERAL MONEY MARKET FUND | buy | $1,001 – $15,000 | spouse | record |
| 2020-06-10 | INFR | Legg Mason global Infrastructure ETF (INFR) | sell | $15,001 – $50,000 | spouse | record |
| 2020-06-10 | — | JPMORgAN FEDERAL MONEY | buy | $15,001+ | spouse | record |
| 2020-06-09 | VV | Vanguard Large-Cap ETF (VV) | buy | $1,001 – $15,000 | spouse | record |
| 2020-06-09 | ISD | PgIM High Yield bond Fund, Inc. (ISD) | buy | $15,001 – $50,000 | spouse | record |
| 2020-06-09 | — | JPMORgAN FEDERAL MONEY MARKET FUND | sell | $15,001 – $50,000 | spouse | record |
| 2020-06-09 | IWM | iShares Russell 2000 ETF (IWM) | sell | $1,001 – $15,000 | spouse | record |
| 2020-06-09 | EFV | iShares MSCI EAFE Value ETF (EFV) | buy | $15,001 – $50,000 | spouse | record |
| 2020-06-09 | EFG | iShares MSCI EAFE growth ETF (EFg) | sell | $1,001 – $15,000 | spouse | record |
| 2020-06-02 | PNC | PNC Financial Services group, Inc. (PNC) | buy | $15,001 – $50,000 | self | record |
| 2020-06-01 | VDC | Vanguard Consumer Staples ETF (VDC) | sell | $15,001 – $50,000 | self | record |
| 2020-06-01 | USB | U.S. bancorp (USb) | buy | $50,001 – $100,000 | self | record |
| 2020-06-01 | TJX | TJX Companies, Inc. (TJX) | sell | $1,001 – $15,000 | self | record |
| 2020-06-01 | PNC | PNC Financial Services group, Inc. (PNC) | buy | $15,001 – $50,000 | self | record |
| 2020-06-01 | PNC | PNC Financial Services group, Inc. (PNC) | buy | $15,001 – $50,000 | self | record |
| 2020-05-26 | — | The blackstone group Inc. Class a | buy | $15,001+ | self | record |
| 2020-05-26 | — | The blackstone group Inc. Class a | buy | $50,001+ | self | record |
| 2020-05-26 | USMC | Principal U.S. Mega-Cap Multi- Factor Index ETF (USMC) | buy | $15,001 – $50,000 | self | record |
| 2020-05-26 | USMC | Principal U.S. Mega-Cap Multi- Factor Index ETF (USMC) | buy | $1,001 – $15,000 | self | record |
| 2020-05-26 | USMC | Principal U.S. Mega-Cap Multi- Factor Index ETF (USMC) | buy | $15,001 – $50,000 | self | record |
| 2020-05-26 | USMC | Principal U.S. Mega-Cap Multi- Factor Index ETF (USMC) | buy | $1,001 – $15,000 | self | record |
| 2020-05-26 | GSLC | goldman Sachs activebeta U.S. Large Cap Equity ETF (gSLC) | sell | $15,001 – $50,000 | self | record |
| 2020-05-26 | GSLC | goldman Sachs activebeta U.S. Large Cap Equity ETF (gSLC) | sell | $15,001 – $50,000 | self | record |
| 2020-05-26 | SKYY | First Trust Cloud Computing ETF (SKYY) | buy | $15,001 – $50,000 | self | record |
| 2020-05-19 | VZ | Verizon Communications Inc. (VZ) | buy | $15,001 – $50,000 | self | record |
| 2020-05-19 | VIG | Vanguard div appreciation ETF (VIg) | buy | $15,001 – $50,000 | self | record |
| 2020-05-19 | VIG | Vanguard div appreciation ETF (VIg) | buy | $15,001 – $50,000 | spouse | record |
| 2020-05-19 | — | PNC FINaNCIaL SERVICES UNSECUREd FIX To FLoaT CaLLabLE SER R PERPTL CPN | buy | $50,001 – $100,000 | self | record |
| 2020-05-19 | OTIS | otis Worldwide Corporation (oTIS) | sell | $1,001 – $15,000 | self | record |
| 2020-05-19 | JPM | JP Morgan Chase & Co. (JPM) | buy | $1,001 – $15,000 | self | record |
| 2020-05-19 | JPM | JP Morgan Chase & Co. (JPM) FILINg STaTUS: New | buy | $15,001 – $50,000 | self | record |
| 2020-05-19 | ITOT | iShares Core S&P Total U.S. Stock Market ETF (IToT) | buy | $15,001 – $50,000 | spouse | record |
| 2020-05-19 | HD | Home depot, Inc. (Hd) | buy | $15,001 – $50,000 | self | record |
| 2020-05-19 | SKYY | First Trust Cloud Computing ETF (SKYY) cdefg | buy | $15,001 – $50,000 | self | record |
| 2020-05-19 | — | First Trust Cloud Computing ETF | buy | $15,001+ | spouse | record |
| 2020-05-19 | — | First Trust Cloud Computing ETF | buy | $15,001+ | self | record |
| 2020-05-19 | CARR | Carrier global Corporation (CaRR) | sell | $1,001 – $15,000 | self | record |
| 2020-05-19 | BDX | becton, dickinson and Company (bdX) | sell | $15,001 – $50,000 | self | record |
| 2020-05-19 | AAPL | apple Inc. (aaPL) | buy | $15,001 – $50,000 | self | record |
| 2020-05-19 | AMZN | amazon.com, Inc. (aMZN) | buy | $50,001 – $100,000 | self | record |
| 2020-05-12 | — | UIT FIRST TRUST dIVERSIFIEd INCoME & gRoWTH PoRT SER 2015 | sell | $50,001 – $100,000 | spouse | record |
| 2020-05-11 | PG | Procter & gamble Company (Pg) | buy | $15,001 – $50,000 | spouse | record |
| 2020-05-11 | JNJ | Johnson & Johnson (JNJ) | buy | $15,001 – $50,000 | spouse | record |
| 2020-05-11 | DRI | darden Restaurants, Inc. (dRI) | buy | $15,001 – $50,000 | spouse | record |
| 2020-04-24 | — | boFa FIN LLC 0% 1Y: LKd To | sell | $15,001+ | self | record |
| 2020-04-24 | — | boFa FIN LLC 0% 1Y: LKd To | sell | $50,001+ | self | record |
| 2020-04-23 | — | UIT INVESCo UNIT TRS CENT EQUITY TR dIVERSFEd SER 2016- | sell | $100,001 – $250,000 | spouse | record |
| 2020-04-22 | MPC | Marathon Petroleum Corporation (MPC) | buy | $15,001 – $50,000 | spouse | record |
| 2020-04-22 | DGRO | iShares Core dividend growth ETF (dgRo) | buy | $15,001 – $50,000 | spouse | record |
| 2020-04-22 | — | Franklin Rising dividend Cl a | buy | $1,001 – $15,000 | spouse | record |
| 2020-04-22 | EMR | Emerson Electric Company (EMR) | buy | $15,001 – $50,000 | spouse | record |
| 2020-04-22 | DUK | duke Energy Corporation (dUK) | buy | $15,001 – $50,000 | spouse | record |
| 2020-04-22 | CVX | Chevron Corporation (CVX) | buy | $15,001+ | spouse | record |
| 2020-04-22 | — | american Tax-exempt bond Fd | buy | $1,001 – $15,000 | spouse | record |
| 2020-04-22 | — | american New Perspective Cl a | buy | $1,001 – $15,000 | spouse | record |
| 2020-04-22 | — | american growth Fund | buy | $1,001 – $15,000 | spouse | record |
| 2020-04-22 | — | american Fundamental Investors | buy | $1,001 – $15,000 | spouse | record |
| 2020-04-22 | — | american Capital Income | buy | $1,001 – $15,000 | spouse | record |
| 2020-04-15 | VIG | Vanguard div appreciation ETF (VIg) | buy | $15,001 – $50,000 | self | record |
| 2020-04-15 | VIG | Vanguard div appreciation ETF (VIg) | buy | $50,001 – $100,000 | self | record |
| 2020-04-15 | VIG | Vanguard div appreciation ETF (VIg) fedcg | buy | $50,001 – $100,000 | self | record |
| 2020-04-15 | — | JPMoRgaN CHaSE & Co JR SUboRdINaTEd FIX/FLT CaLLabLE PERP MaT SER CC | buy | $50,001 – $100,000 | self | record |
| 2020-04-15 | — | JPMoRgaN CHaSE & Co JR SUboRdINaTEd FIX/FLT CaLLabLE PERP MaT SER CC | buy | $50,001 – $100,000 | self | record |
| 2020-04-15 | — | JPMoRgaN CHaSE & Co FIXEd/FLoaT JR SbRdNTd CaLLabLE PERPETUaL MaT | buy | $50,001 – $100,000 | self | record |
| 2020-04-15 | AAPL | apple Inc. (aaPL) | buy | $50,001 – $100,000 | self | record |
| 2020-04-15 | AAPL | apple Inc. (aaPL) | buy | $15,001 – $50,000 | self | record |
| 2020-04-15 | AMZN | amazon.com, Inc. (aMZN) | buy | $15,001 – $50,000 | self | record |
| 2020-04-15 | AMZN | amazon.com, Inc. (aMZN) | buy | $15,001 – $50,000 | self | record |
| 2020-04-13 | DRI | darden Restaurants, Inc. (dRI) | buy | $15,001 – $50,000 | spouse | record |
| 2020-04-06 | SO | Southern Company (So) | buy | $15,001 – $50,000 | spouse | record |
| 2020-04-06 | DGRO | iShares Core dividend growth ETF (dgRo) | buy | $1,001 – $15,000 | spouse | record |
| 2020-04-06 | DGRO | iShares Core dividend growth ETF (dgRo) | buy | $1,001 – $15,000 | spouse | record |
| 2020-04-06 | DGRO | iShares Core dividend growth ETF (dgRo) | buy | $15,001 – $50,000 | spouse | record |
| 2020-04-06 | AEP | american Electric Power Company, Inc. (aEP) | buy | $15,001 – $50,000 | spouse | record |
| 2020-03-27 | — | HSbC USa INC 0% EdP NTS LKd To EURo SToXX 50 INdEX MTY 03/27/20 CPN 0.000% dUE 03/27/20 | sell | $15,001 – $50,000 | self | record |
| 2020-03-27 | — | baNK NoVa SCoTIa 0% EdP bC | sell | $50,001+ | self | record |
| 2020-03-18 | DIS | Walt disney Company (dIS) | sell | $1,001 – $15,000 | self | record |
| 2020-03-18 | VPU | Vanguard Utilities ETF (VPU) | sell | $15,001 – $50,000 | self | record |
| 2020-03-18 | VPU | Vanguard Utilities ETF (VPU) | sell | $15,001 – $50,000 | self | record |
| 2020-03-18 | VPU | Vanguard Utilities ETF (VPU) | sell | $15,001 – $50,000 | self | record |
| 2020-03-18 | VEA | Vanguard FTSE developed Markets ETF (VEa) | sell | $1,001 – $15,000 | self | record |
| 2020-03-18 | DIA | dR dow Jones Industrial average ETF (dIa) | sell | $1,001 – $15,000 | spouse | record |
| 2020-03-18 | DIA | dR dow Jones Industrial average ETF (dIa) | sell | $1,001 – $15,000 | spouse | record |
| 2020-03-18 | LUV | Southwest airlines Company (LUV) | sell | $15,001 – $50,000 | self | record |
| 2020-03-18 | LUV | Southwest airlines Company (LUV) | sell | $15,001 – $50,000 | spouse | record |
| 2020-03-18 | NOC | Northrop grumman Corporation (NoC) | sell | $15,001 – $50,000 | self | record |
| 2020-03-18 | DEO | diageo plc (dEo) | sell | $1,001 – $15,000 | self | record |
| 2020-03-18 | DEO | diageo plc (dEo) | sell | $1,001 – $15,000 | self | record |
| 2020-03-18 | AEP | american Electric Power Company, Inc. (aEP) | sell | $15,001 – $50,000 | self | record |
| 2020-03-11 | VIG | Vanguard div appreciation ETF (VIg) | sell | $50,001 – $100,000 | self | record |
| 2020-03-11 | VIG | Vanguard div appreciation ETF (VIg) | sell | $15,001 – $50,000 | self | record |
| 2020-03-11 | VDC | Vanguard Consumer Staples ETF (VdC) | sell | $15,001 – $50,000 | self | record |
| 2020-03-11 | TRV | The Travelers Companies, Inc. (TRV) | sell | $1,001 – $15,000 | self | record |
| 2020-03-11 | SDY | dR S&P dividend ETF (SdY) | sell | $50,001 – $100,000 | spouse | record |
| 2020-03-11 | SDY | dR S&P dividend ETF (SdY) | sell | $100,001 – $250,000 | spouse | record |
| 2020-03-11 | SDY | dR S&P dividend ETF (SdY) | sell | $15,001 – $50,000 | spouse | record |
| 2020-03-11 | GSLC | goldman Sachs activebeta U.S. Large Cap Equity ETF (gSLC) | sell | $50,001 – $100,000 | self | record |
| 2020-03-11 | MMM | 3M Company (MMM) | sell | $1,001 – $15,000 | self | record |
| 2020-03-10 | VPU | Vanguard Utilities ETF (VPU) | sell | $15,001 – $50,000 | self | record |
| 2020-03-10 | VDC | Vanguard Consumer Staples ETF (VdC) | sell | $15,001 – $50,000 | self | record |
| 2020-03-10 | FDN | First Trust dJ Internet Index Fund (FdN) | sell | $50,001 – $100,000 | self | record |
| 2020-02-28 | — | baRCLaYS bK PLC 0% bLS CaPPEd LEVERagE INdEX | sell | $50,001 – $100,000 | self | record |
| 2020-02-28 | — | baRCLaYS bK PLC 0% bLS CaPPEd LEVERagE INdEX | sell | $50,001 – $100,000 | self | record |
| 2020-02-26 | FDL | First Trust Morningstar ETF (FdL) | sell | $15,001 – $50,000 | self | record |
| 2020-02-25 | VPU | Vanguard Utilities ETF (VPU) | buy | $50,001 – $100,000 | self | record |
| 2020-02-25 | FDL | First Trust Morningstar ETF (FdL) | sell | $15,001 – $50,000 | self | record |
| 2020-02-24 | VPU | Vanguard Utilities ETF (VPU) | exchange | $15,001 – $50,000 | self | record |
| 2020-02-24 | VPU | Vanguard Utilities ETF (VPU) | exchange | $15,001+ | self | record |
| 2020-02-24 | VIG | Vanguard div appreciation ETF (VIg) | exchange | $50,001 – $100,000 | self | record |
| 2020-02-24 | VIG | Vanguard div appreciation ETF (VIg) | exchange | $50,001 – $100,000 | self | record |
| 2020-02-24 | VDC | Vanguard Consumer Staples ETF (VdC) | exchange | $100,001 – $250,000 | self | record |
| 2020-02-24 | VDC | Vanguard Consumer Staples ETF (VdC) | exchange | $100,001 – $250,000 | self | record |
| 2020-02-24 | SDY | dR S&P dividend ETF (SdY) | exchange | $50,001 – $100,000 | spouse | record |
| 2020-02-24 | — | dR S&P dividend ETF (SdY) | exchange | $50,001+ | spouse | record |
| 2020-02-24 | SPY | dR S&P 500 (SPY) | exchange | $100,001 – $250,000 | spouse | record |
| 2020-02-24 | SPY | dR S&P 500 (SPY) | exchange | $100,001 – $250,000 | spouse | record |
| 2020-02-24 | USMC | Principal U.S. Mega-Cap Multi- Factor Index ETF (USMC) | exchange | $100,001 – $250,000 | self | record |
| 2020-02-24 | USMC | Principal U.S. Mega-Cap Multi- Factor Index ETF (USMC) | exchange | $100,001 – $250,000 | self | record |
| 2020-02-24 | — | HSbC USa INC 0% bLS aUToCaLL LKd EURo SToXX | exchange | $50,001 – $100,000 | self | record |
| 2020-02-24 | — | HSbC USa INC 0% bLS aUToCaLL LKd EURo SToXX | exchange | $50,001 – $100,000 | self | record |
| 2020-02-24 | GSLC | goldman Sachs activebeta U.S. Large Cap Equity ETF (gSLC) | exchange | $100,001 – $250,000 | self | record |
| 2020-02-24 | — | goldman Sachs activebeta U.S. | exchange | $100,001+ | self | record |
| 2020-02-24 | FDL | First Trust Morningstar ETF (FdL) | exchange | $50,001 – $100,000 | self | record |
| 2020-02-24 | FDL | First Trust Morningstar ETF (FdL) | exchange | $50,001 – $100,000 | self | record |
| 2020-02-24 | FDN | First Trust dJ Internet Index Fund (FdN) | exchange | $50,001 – $100,000 | self | record |
| 2020-02-24 | FDN | First Trust dJ Internet Index Fund (FdN) | exchange | $50,001 – $100,000 | self | record |
| 2020-02-24 | — | boFa FIN LLC 0% bLS LKd To S&P 500 INdEX dUE 04/24/2020 CPN 0.000% dUE 04/24/20 | exchange | $50,001 – $100,000 | self | record |
| 2020-02-24 | — | boFa FIN LLC 0% bLS LKd To S&P 500 INdEX dUE 04/24/2020 CPN 0.000% dUE 04/24/20 | exchange | $50,001 – $100,000 | self | record |
| 2020-02-24 | — | baRCLaYS bK PLC 0% bLS CaPPEd LEVERagE INdEX | exchange | $50,001 – $100,000 | self | record |
| 2020-02-24 | — | baRCLaYS bK PLC 0% bLS CaPPEd LEVERagE INdEX | exchange | $50,001 – $100,000 | self | record |
| 2020-02-24 | — | baNK NoVa SCoTIa 0% bLS bC CaPPEd LEVERagEd INdX RETURN MTY 03/27/20 CPN | exchange | $50,001 – $100,000 | self | record |
| 2020-02-24 | — | baNK NoVa SCoTIa 0% bLS bC CaPPEd LEVERagEd INdX RETURN MTY 03/27/20 CPN | exchange | $50,001 – $100,000 | self | record |
| 2020-02-18 | VPU | Vanguard Utilities ETF (VPU) | buy | $15,001 – $50,000 | self | record |
| 2020-02-18 | GSLC | goldman Sachs activebeta U.S. Large Cap Equity ETF (gSLC) | buy | $15,001 – $50,000 | self | record |
| 2020-02-18 | FDL | First Trust Morningstar ETF (FdL) | sell | $15,001 – $50,000 | self | record |
| 2020-02-18 | FDL | First Trust Morningstar ETF (FdL) | sell | $1,001 – $15,000 | self | record |