Steve Cohen Democrat · TN-9
House of Representatives · in office · serving since 2007 · born May 24, 1949
Wikipedia · Ballotpedia · Official site · GovTrack · OpenSecrets · FEC filings · House History · Bioguide
In plain language
Of 114 disclosed trades, 1 was flagged by the site's published rules — 0.9%.
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 · 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 |
|---|---|---|---|
| TN-9 | 110th–119th | 2007–2027 | 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 |
|---|---|---|---|---|
| House Committee on the Judiciary | Member | 4 | minority | record |
| House Committee on Transportation and Infrastructure | Member | 4 | minority | record |
| House Permanent Select Committee on Intelligence | Member | 12 | minority | record |
Earlier Congresses
| Congress | Committee | Position | Observed |
|---|---|---|---|
| 118th | House Committee on the Judiciary | Member | 2023-02 → 2024-11 |
| 118th | House Committee on Transportation and Infrastructure | Member | 2023-02 → 2024-11 |
| 117th | House Committee on Natural Resources | Member | 2021-03 → 2022-11 |
| 117th | House Committee on the Judiciary | Member | 2021-03 → 2022-11 |
| 117th | House Committee on Transportation and Infrastructure | Member | 2021-03 → 2022-11 |
| 116th | Commission on Security and Cooperation in Europe | Member | 2019-01 → 2019-01 |
| 116th | House Committee on Ethics | Member | 2019-01 → 2019-01 |
| 116th | House Committee on Science, Space, and Technology | Member | 2019-02 → 2020-12 |
| 116th | House Committee on the Judiciary | Member | 2019-01 → 2020-12 |
| 116th | House Committee on Transportation and Infrastructure | Member | 2019-01 → 2020-12 |
| 115th | Commission on Security and Cooperation in Europe | Member | 2017-01 → 2018-12 |
| 115th | House Committee on Ethics | Member | 2017-03 → 2018-12 |
| 115th | House Committee on the Judiciary | Member | 2017-01 → 2018-12 |
| 115th | House Committee on Transportation and Infrastructure | Member | 2017-01 → 2018-12 |
| 114th | Commission on Security and Cooperation in Europe | Member | 2015-02 → 2016-12 |
| 114th | House Committee on the Judiciary | Member | 2015-02 → 2016-12 |
| 114th | House Committee on Transportation and Infrastructure | Member | 2015-02 → 2016-12 |
| 113th | Commission on Security and Cooperation in Europe | Member | 2013-08 → 2014-11 |
| 113th | House Committee on the Judiciary | Member | 2013-01 → 2014-11 |
| 113th | House Committee on Transportation and Infrastructure | Member | 2013-01 → 2014-11 |
| 112th | House Committee on the Judiciary | 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
| Ticker | Security | Sector | Trades (period) | Buys / Sells | Period value | Last trade |
|---|---|---|---|---|---|---|
| SONY | Sony Group Corporation American Deposit… | Electronics | 1 | 1 / 0 | $8,001 | 2026-12-26 |
Values are the sum of filed range midpoints, not exact amounts — Congress discloses brackets. Because a transaction may be reported up to 45 days after it happens, this window reflects what has been disclosed, not necessarily everything already traded.
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 |
|---|---|---|---|---|---|---|
| NOC | Northrop Grumman Corporation Common Sto… | Medical Devices | 1 | 0 / 1 | $32,501 | 2025-12 → 2025-12 |
| FLR | Fluor Corporation Common Stock (FLR) | Construction | 1 | 0 / 1 | $32,501 | 2025-12 → 2025-12 |
| SFGYY | 2000154444 SONY FINL GROUP INC U/ADR (S… | — | 1 | 1 / 0 | $8,001 | 2025-12 → 2025-12 |
| RFI | Cohen & Steers Total Return Realty Fund… | — | 1 | 0 / 1 | $8,001 | 2025-12 → 2025-12 |
| OZKAP | Bank OZK - 4.625% Series A Non- Cumulat… | — | 3 | 2 / 1 | $97,502 | 2022-08 → 2025-12 |
| GS | Goldman Sachs Group | Capital Markets | 2 | 0 / 2 | $65,001 | 2025-12 → 2025-12 |
| MS | Morgan Stanley Common Stock (MS) | Capital Markets | 1 | 0 / 1 | $75,001 | 2025-12 → 2025-12 |
| EBS | Emergent BioSolutions Inc. Common Stock… | Pharmaceuticals & Biotech | 3 | 0 / 3 | $48,502 | 2019-08 → 2024-12 |
| HST | Host Hotels & Resorts, Inc. - Common St… | Investment Funds | 2 | 0 / 2 | $40,501 | 2020-03 → 2024-12 |
| KD | Kyndryl Holdings, Inc. Common Stock (KD) | Software & IT Services | 1 | 0 / 1 | $8,001 | 2023-12 → 2023-12 |
| DTRUY | DAIMLER TRUCK HLDG S/ADR (DTRUY) | — | 1 | 0 / 1 | $8,001 | 2023-12 → 2023-12 |
| FDX | FedEx Corporation Common Stock (FDX) | Transportation | 2 | 1 / 1 | $40,501 | 2020-04 → 2023-06 |
| FHN | First Horizon Corporation (FHN) | Banking | 6 | 2 / 4 | $97,003 | 2020-03 → 2023-05 |
| WIW | Western Asset Inflation-Linked Opportun… | — | 1 | 0 / 1 | $32,501 | 2023-01 → 2023-01 |
| VRAI | Virtus Real Asset Income ETF (VRAI) | — | 1 | 1 / 0 | $32,501 | 2022-08 → 2022-08 |
| GOLD | Barrick Gold Corp Option Type: Put Stri… | Wholesale | 1 | 1 / 0 | $32,501 | 2022-08 → 2022-08 |
| DURA | VanEck Morningstar Durable Dividend ETF… | — | 1 | 1 / 0 | $32,501 | 2022-08 → 2022-08 |
| SCHD | Schwab US Dividend Equity ETF (SCHD) | — | 1 | 1 / 0 | $75,001 | 2022-07 → 2022-07 |
| VRP | Invesco Variable Rate Preferred ETF (VR… | — | 1 | 1 / 0 | $75,001 | 2022-02 → 2022-02 |
| PFFV | global X Variable Rate Preferred ETF (P… | — | 1 | 1 / 0 | $75,001 | 2022-02 → 2022-02 |
| FPE | First Trust Preferred Securities and In… | — | 1 | 1 / 0 | $32,501 | 2022-02 → 2022-02 |
| FPEI | First Trust Institutional Preferred Sec… | — | 1 | 1 / 0 | $75,001 | 2021-11 → 2021-11 |
| PEAK | Healthpeak Properties, Inc. (PEAK) | — | 3 | 0 / 3 | $24,002 | 2020-03 → 2020-05 |
| CVX | Chevron Corporation Common Stock (CVX) | Oil & Gas | 4 | 0 / 4 | $32,002 | 2020-03 → 2020-05 |
| SLB | Schlumberger N.V. | Oil & Gas | 3 | 0 / 3 | $24,002 | 2020-03 → 2020-05 |
| KO | Coca-Cola Company | Food & Beverage | 4 | 0 / 4 | $32,002 | 2020-03 → 2020-05 |
| DIS | Walt Disney Company | Media & Entertainment | 4 | 0 / 4 | $32,002 | 2020-03 → 2020-05 |
| BRK.B | Berkshire Hathaway Inc. New Common Stoc… | — | 4 | 0 / 4 | $81,002 | 2019-06 → 2020-05 |
| RQI | Cohen & Steers Quality Income Realty Fu… | — | 2 | 0 / 2 | $16,001 | 2020-03 → 2020-04 |
| PEP | Pepsico Inc | Food & Beverage | 1 | 0 / 1 | $8,001 | 2020-04 → 2020-04 |
| MAA | Mid-America Apartment Communities, Inc.… | — | 1 | 0 / 1 | $8,001 | 2020-04 → 2020-04 |
| MAR | Marriott International - Class A Common… | Consumer Services | 1 | 0 / 1 | $8,001 | 2020-04 → 2020-04 |
| CMCSA | Comcast Corporation - Class A Common St… | Telecommunications | 1 | 0 / 1 | $8,001 | 2020-04 → 2020-04 |
| BA | Boeing Company (BA) | Defense & Aerospace | 1 | 0 / 1 | $8,001 | 2020-04 → 2020-04 |
| AZO | AutoZone, Inc. Common Stock (AZO) | Retail & Consumer | 1 | 0 / 1 | $8,001 | 2020-04 → 2020-04 |
| SNE | Sony Corporation (SNE) | — | 2 | 0 / 2 | $16,001 | 2020-03 → 2020-04 |
| XOM | Exxon Mobil Corp | Oil & Gas | 2 | 0 / 2 | $16,001 | 2020-03 → 2020-04 |
| T | AT&T Inc. (T) | Telecommunications | 3 | 0 / 3 | $24,002 | 2019-08 → 2020-04 |
| TM | Toyota Motor Corporation Common Stock (… | Automotive | 1 | 0 / 1 | $8,001 | 2020-03 → 2020-03 |
| RF | Regions Financial Corp | Banking | 1 | 0 / 1 | $8,001 | 2020-03 → 2020-03 |
| RTN | Raytheon Company | — | 1 | 0 / 1 | $8,001 | 2020-03 → 2020-03 |
| FDRR | Fidelity Dividend ETF For Rising Rates | — | 1 | 0 / 1 | $8,001 | 2020-03 → 2020-03 |
| MSFT | Microsoft Corporation - Common Stock (M… | Software & IT Services | 2 | 0 / 2 | $65,001 | 2019-08 → 2020-03 |
| LLY | Eli Lilly and Company Common Stock (LLY) | Pharmaceuticals & Biotech | 2 | 0 / 2 | $16,001 | 2019-08 → 2020-03 |
| IBM | International Business Machines Corpora… | Technology Hardware | 3 | 0 / 3 | $48,502 | 2019-06 → 2020-03 |
| WY | Weyerhaeuser Company Common Stock (WY) | Investment Funds | 1 | 0 / 1 | $15,001 | 2019-08 → 2019-08 |
| GE | General Electric Company | Electronics | 2 | 0 / 2 | $16,001 | 2018-12 → 2019-08 |
| HCP | HCP, Inc. (HCP) | — | 1 | 0 / 1 | $8,001 | 2019-06 → 2019-06 |
| ENB | Enbridge Inc Common Stock (ENB) | Oil & Gas | 1 | 0 / 1 | $8,001 | 2019-06 → 2019-06 |
| DUK | Duke Energy Corp | Utilities | 1 | 0 / 1 | $8,001 | 2019-06 → 2019-06 |
| CHTR | Charter Communications, Inc. - Class A … | Telecommunications | 1 | 0 / 1 | $8,001 | 2019-06 → 2019-06 |
| CCL | Carnival Corp | Transportation | 1 | 0 / 1 | $8,001 | 2019-06 → 2019-06 |
| APVO | Aptevo Therapeutics Inc. (APVO) | — | 1 | 0 / 1 | $471 | 2019-06 → 2019-06 |
| AAL | American Airlines Group, Inc. - Common … | Transportation | 1 | 0 / 1 | $8,001 | 2019-06 → 2019-06 |
| CVS | CVS Health Corporation Common Stock (CV… | Retail & Consumer | 1 | 0 / 1 | $32,501 | 2018-12 → 2018-12 |
The Spread by year
| Year | Spread | Trades priced | Disclosed value |
|---|---|---|---|
| 2025 | +2.3% | 5 | $205,003 |
| 2023 | +1.9% | 3 | $97,502 |
| 2020 | +6.2% | 39 | $361,020 |
| 2019 | -3.3% | 14 | $217,008 |
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 |
|---|---|---|---|---|---|---|
| 2026-12-26 | SONY | Sony Group Corporation American Depositary Shares (SONY) | buy | $1,001 – $15,000 | self | record |
| 2026-05-27 | — | US Treas Bills MAT 11/19/26 | buy | $500,001 – $1,000,000 | self | record |
| 2026-05-04 | — | US Treas Bill Mat 10/29/2026 DTD 10/30/2025 | buy | $50,001 – $100,000 | self | record |
| 2026-03-16 | — | METROPOLITAN GOVT NA DAVIDSON CNTY TENN HEALTH & | sell | $1,001 – $15,000 | self | record |
| 2026-02-23 | — | US Treasury Bills, due 8/20/2026 | buy | $500,001 – $1,000,000 | self | record |
| 2026-02-20 | — | United States Treasury Bill Mat 5/21/26 | buy | $250,001 – $500,000 | self | record |
| 2025-12-29 | NOC | Northrop Grumman Corporation Common Stock (NOC) | sell | $15,001 – $50,000 | self | record |
| 2025-12-29 | FLR | Fluor Corporation Common Stock (FLR) | sell | $15,001 – $50,000 | self | record |
| 2025-12-26 | SFGYY | 2000154444 SONY FINL GROUP INC U/ADR (SFGYY) | buy | $1,001 – $15,000 | self | record |
| 2025-12-17 | MS | Morgan Stanley Common Stock (MS) | sell | $50,001 – $100,000 | self | record |
| 2025-12-17 | GS | Goldman Sachs Group, Inc. (GS) | sell | $15,001 – $50,000 | self | record |
| 2025-12-17 | GS | Goldman Sachs Group, Inc. (GS) | sell | $15,001 – $50,000 | self | record |
| 2025-12-17 | RFI | Cohen & Steers Total Return Realty Fund, Inc. Common Stock (RFI) | sell | $1,001 – $15,000 | self | record |
| 2025-12-17 | OZKAP | Bank OZK - 4.625% Series A Non- Cumulative Perpetual Preferred Stock (OZKAP) | sell | $15,001 – $50,000 | self | record |
| 2025-11-18 | — | US Treas Bill Mat 5/14/2026 | buy | $250,001 – $500,000 | self | record |
| 2025-08-21 | — | US Treas Bill Maturity 2/19/2026 | buy | $1,000,001 – $5,000,000 | self | record |
| 2025-05-19 | — | United States Treas Bills Maturity 11/13/2025 | buy | $250,001 – $500,000 | self | record |
| 2025-02-24 | — | United States Treas Bills Maturity 8/21/2025 | buy | $500,001 – $1,000,000 | self | record |
| 2024-12-11 | HST | Host Hotels & Resorts, Inc. - Common Stock (HST) | sell | $15,001 – $50,000 | self | record |
| 2024-12-11 | EBS | Emergent BioSolutions Inc. Common Stock (EBS) | sell | $1,001 – $15,000 | self | record |
| 2024-02-03 | — | Eastside Utility District (Hamilton County, TN) | buy | $15,001 – $50,000 | self | record |
| 2024-02-03 | — | Bradley County Tennessee Govt Bonds | buy | $15,001 – $50,000 | self | record |
| 2023-12-11 | KD | Kyndryl Holdings, Inc. (KD) | sell | $1,001 – $15,000 | self | record |
| 2023-12-11 | DTRUY | DAIMLER TRUCK HLDG S/ADR (DTRUY) | sell | $1,001 – $15,000 | self | record |
| 2023-06-29 | FDX | FedEx Corporation (FDX) | buy | $15,001 – $50,000 | self | record |
| 2023-05-26 | FHN | First Horizon Corporation (FHN) | buy | $15,001 – $50,000 | self | record |
| 2023-02-06 | — | FT UNIT 10479 PFD INCOME PORTFOLIO SER 114 | buy | $15,001 – $50,000 | self | record |
| 2023-01-31 | WIW | Western Asset Inflation-Linked Opportunities & Income Fund (WIW) | sell | $15,001 – $50,000 | self | record |
| 2023-01-31 | — | PUTNAM ULTRA SHORT DURATION INCOME FUND CLASS A | sell | $100,001 – $250,000 | self | record |
| 2023-01-31 | — | FIRST NATL BK & TR WEATHERFORD TEX CTF DEP ACT | buy | $250,001 – $500,000 | self | record |
| 2023-01-31 | — | FEDERATED HERMES GOVERNMENT OBLIGATIONS FUND CLASS SS | buy | $100,001 – $250,000 | self | record |
| 2023-01-31 | — | CHARLES SCHWAB BK SSB WESTLAKE TEX CTF DEP ACT | buy | $250,001 – $500,000 | self | record |
| 2022-08-23 | — | KEY BK NATL ASSN OHIO CTF DEP ACT/365 INT RATE 3.000% MATURITY 8/31/23 | buy | $100,001 – $250,000 | self | record |
| 2022-08-18 | OZKAP | Bank OZK - 4.625% Series A Non- Cumulative Perpetual Preferred Stock (OZKAP) | buy | $15,001 – $50,000 | self | record |
| 2022-08-10 | — | Morgan Stanley Depositary Shares, each representing 1/1,000th of a | buy | $50,001 – $100,000 | self | record |
| 2022-08-03 | DURA | VanEck Morningstar Durable Dividend ETF (DURA) | buy | $15,001 – $50,000 | self | record |
| 2022-08-03 | OZKAP | Bank OZK - 4.625% Series A Non- Cumulative Perpetual Preferred Stock (OZKAP) | buy | $15,001 – $50,000 | self | record |
| 2022-08-03 | VRAI | Virtus Real Asset Income ETF (VRAI) | buy | $15,001 – $50,000 | self | record |
| 2022-08-03 | GOLD | Barrick Gold Corporation Common Stock (GOLD) | buy | $15,001 – $50,000 | self | record |
| 2022-07-29 | SCHD | Schwab US Dividend Equity ETF (SCHD) | buy | $50,001 – $100,000 | self | record |
| 2022-07-27 | FHN | First Horizon Corporation (FHN) | buy | $15,001 – $50,000 | self | record |
| 2022-07-27 | — | FIRST HORIZON CORP DEPOSITARY SHS REPSTG 1/400TH | buy | $15,001 – $50,000 | self | record |
| 2022-02-11 | VRP | Invesco Variable Rate Preferred ETF (VRP) | buy | $50,001 – $100,000 | self | record |
| 2022-02-11 | PFFV | global X Variable Rate Preferred ETF (PFFV) | buy | $50,001 – $100,000 | self | record |
| 2022-02-09 | FPE | First Trust Preferred Securities and Income ETF ETF (FPE) gfedc | buy | $15,001 – $50,000 | self | record |
| 2021-11-18 | FPEI | First Trust Institutional Preferred Securities and Income ETF (FPEI) | buy | $50,001 – $100,000 | self | record |
| 2020-05-11 | DIS | Walt disney Company (dIS) | sell | $1,001 – $15,000 | self | record |
| 2020-05-11 | SLB | Schlumberger N.V. (SLb) | sell | $1,001 – $15,000 | self | record |
| 2020-05-11 | PEAK | Healthpeak Properties, Inc. (PEAK) | sell | $1,001 – $15,000 | self | record |
| 2020-05-11 | FHN | First Horizon National Corporation (FHN) | sell | $1,001 – $15,000 | self | record |
| 2020-05-11 | KO | Coca-Cola Company (KO) | sell | $1,001 – $15,000 | self | record |
| 2020-05-11 | CVX | Chevron Corporation (CVX) | sell | $1,001 – $15,000 | self | record |
| 2020-05-11 | BRK.B | berkshire Hathaway Inc. New (bRK.b) | sell | $1,001 – $15,000 | self | record |
| 2020-05-07 | DIS | Walt disney Company (dIS) | sell | $1,001 – $15,000 | self | record |
| 2020-05-07 | SLB | Schlumberger N.V. (Slb) | sell | $1,001 – $15,000 | self | record |
| 2020-05-07 | PEAK | Healthpeak Properties, Inc. (PEAK) | sell | $1,001 – $15,000 | self | record |
| 2020-05-07 | FHN | First Horizon National Corporation (FHN) | sell | $1,001 – $15,000 | self | record |
| 2020-05-07 | KO | Coca-Cola Company (KO) | sell | $1,001 – $15,000 | self | record |
| 2020-05-07 | CVX | Chevron Corporation (CVX) | sell | $1,001 – $15,000 | self | record |
| 2020-05-07 | BRK.B | berkshire Hathaway Inc. New (bRK.b) | sell | $1,001 – $15,000 | self | record |
| 2020-04-17 | PEP | Pepsico, Inc. (PEP) | sell | $1,001 – $15,000 | self | record |
| 2020-04-17 | MAA | Mid-america apartment Communities, Inc. (Maa) | sell | $1,001 – $15,000 | self | record |
| 2020-04-17 | MAR | Marriott International - Class a (MaR) | sell | $1,001 – $15,000 | self | record |
| 2020-04-17 | FDX | FedEx Corporation (FdX) | sell | $1,001 – $15,000 | self | record |
| 2020-04-17 | CMCSA | Comcast Corporation - Class a (CMCSa) | sell | $1,001 – $15,000 | self | record |
| 2020-04-17 | BA | boeing Company (ba) | sell | $1,001 – $15,000 | self | record |
| 2020-04-17 | AZO | autoZone, Inc. (aZo) | sell | $1,001 – $15,000 | self | record |
| 2020-04-17 | T | aT&T Inc. (T) | sell | $1,001 – $15,000 | self | record |
| 2020-04-17 | DIS | Walt disney Company (dIS) | sell | $1,001 – $15,000 | self | record |
| 2020-04-17 | SNE | Sony Corporation (SNE) | sell | $1,001 – $15,000 | self | record |
| 2020-04-17 | FHN | First Horizon National Corporation (FHN) | sell | $1,001 – $15,000 | self | record |
| 2020-04-17 | XOM | Exxon Mobil Corporation (XOM) | sell | $1,001 – $15,000 | self | record |
| 2020-04-17 | RQI | Cohen & Steers Quality Income Realty Fund Inc Common Shares (RQI) | sell | $1,001 – $15,000 | self | record |
| 2020-04-17 | KO | Coca-Cola Company (KO) | sell | $1,001 – $15,000 | self | record |
| 2020-04-17 | CVX | Chevron Corporation (CVX) | sell | $1,001 – $15,000 | self | record |
| 2020-03-26 | DIS | Walt disney Company (dIS) | sell | $1,001 – $15,000 | self | record |
| 2020-03-26 | TM | Toyota Motor Corporation (TM) | sell | $1,001 – $15,000 | self | record |
| 2020-03-26 | SNE | Sony Corporation (SNE) | sell | $1,001 – $15,000 | self | record |
| 2020-03-26 | SLB | Schlumberger N.V. (Slb) | sell | $1,001 – $15,000 | self | record |
| 2020-03-26 | RF | Regions Financial Corporation (RF) | sell | $1,001 – $15,000 | self | record |
| 2020-03-26 | RTN | Raytheon Company (RTN) | sell | $1,001 – $15,000 | self | record |
| 2020-03-26 | MSFT | Microsoft Corporation (MSFT) | sell | $15,001 – $50,000 | self | record |
| 2020-03-26 | IBM | International business Machines Corporation (IbM) | sell | $1,001 – $15,000 | self | record |
| 2020-03-26 | HST | Host Hotels & Resorts, Inc. (HST) | sell | $1,001 – $15,000 | self | record |
| 2020-03-26 | PEAK | Healthpeak Properties, Inc. (PEAK) | sell | $1,001 – $15,000 | self | record |
| 2020-03-26 | FHN | First Horizon National Corporation (FHN) | sell | $1,001 – $15,000 | self | record |
| 2020-03-26 | FDRR | Fidelity dividend ETF for Rising Rates (FdRR) | sell | $1,001 – $15,000 | self | record |
| 2020-03-26 | XOM | Exxon Mobil Corporation (XOM) | sell | $1,001 – $15,000 | self | record |
| 2020-03-26 | EBS | Emergent biosolutions, Inc. (EbS) | sell | $1,001 – $15,000 | self | record |
| 2020-03-26 | LLY | Eli lilly and Company (llY) | sell | $1,001 – $15,000 | self | record |
| 2020-03-26 | RQI | Cohen & Steers Quality Income Realty Fund Inc Common Shares (RQI) | sell | $1,001 – $15,000 | self | record |
| 2020-03-26 | KO | Coca-Cola Company (KO) | sell | $1,001 – $15,000 | self | record |
| 2020-03-26 | CVX | Chevron Corporation (CVX) | sell | $1,001 – $15,000 | self | record |
| 2020-03-26 | BRK.B | berkshire Hathaway Inc. New (bRK.b) | sell | $15,001 – $50,000 | self | record |
| 2020-03-26 | T | AT&T Inc. (T) | sell | $1,001 – $15,000 | self | record |
| 2019-08-29 | WY | Weyerhaeuser Company (WY) | sell | $15,001+ | self | record |
| 2019-08-29 | MSFT | Microsoft Corporation (MSFT) | sell | $15,001 – $50,000 | self | record |
| 2019-08-29 | IBM | International business Machines Corporation (IbM) | sell | $15,001 – $50,000 | self | record |
| 2019-08-29 | GE | general Electric Company (gE) | sell | $1,001 – $15,000 | self | record |
| 2019-08-29 | EBS | Emergent biosolutions, Inc. (EbS) | sell | $15,001 – $50,000 | self | record |
| 2019-08-29 | LLY | Eli lilly and Company (llY) | sell | $1,001 – $15,000 | self | record |
| 2019-08-29 | T | AT&T Inc. (T) | sell | $1,001 – $15,000 | self | record |
| 2019-06-24 | IBM | International business Machines Corporation (IbM) | sell | $1,001 – $15,000 | self | record |
| 2019-06-24 | HCP | HCP, Inc. (HCP) | sell | $1,001 – $15,000 | self | record |
| 2019-06-24 | ENB | Enbridge Inc (ENb) | sell | $1,001 – $15,000 | self | record |
| 2019-06-24 | DUK | duke Energy Corporation (duK) | sell | $1,001 – $15,000 | self | record |
| 2019-06-24 | CHTR | Charter Communications, Inc. - Class A (CHTR) | sell | $1,001 – $15,000 | self | record |
| 2019-06-24 | CCL | Carnival Corporation (CCl) | sell | $1,001 – $15,000 | self | record |
| 2019-06-24 | BRK.B | berkshire Hathaway Inc. New (bRK.b) | sell | $15,001 – $50,000 | self | record |
| 2019-06-24 | APVO | Aptevo Therapeutics Inc. (APVO) | sell | $471 – $471 | self | record |
| 2019-06-24 | AAL | American Airlines group, Inc. (AAl) | sell | $1,001 – $15,000 | self | record |
| 2018-12-27 | GE | general Electric Company (gE) | sell | $1,001 – $15,000 | self | record |
| 2018-12-27 | CVS | CVS Health Corporation (CVS) | sell | $15,001 – $50,000 | self | record |
| 2018-12-27 | — | brookfield Real assets Income | sell | $15,001+ | self | record |