Dwight Evans Democrat · PA-3
House of Representatives · in office · serving since 2016 · born May 16, 1954
Wikipedia · Ballotpedia · Official site · GovTrack · OpenSecrets · FEC filings · Bioguide
In plain language
Of 130 disclosed trades, 0 were flagged by the site's published rules.
None of these trades met the flagging rules. That is the ordinary result — most trades, by most members, are unremarkable.
Across the whole database, congressional trading beats the market by close to nothing on average, and only slightly more trades look unusual than chance alone would produce. Most members, most of the time, are unremarkable. That is the backdrop for anything you read here. A flag is a prompt to look at the record, never a finding about a person.
Seat & district history
| Seat | Congresses | Served | Change |
|---|---|---|---|
| PA-3 | 116th–119th | 2019–2027 | district renumbered from 2 |
| PA-2 | 114th–115th | 2016–2019 | 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 Ways and Means | Member | 13 | minority | record |
Earlier Congresses
| Congress | Committee | Position | Observed |
|---|---|---|---|
| 118th | House Committee on Ways and Means | Member | 2023-02 → 2024-11 |
| 117th | House Committee on Small Business | Member | 2021-03 → 2022-11 |
| 117th | House Committee on Ways and Means | Member | 2021-03 → 2022-11 |
| 116th | House Committee on Agriculture | Member | 2019-01 → 2019-01 |
| 116th | House Committee on Small Business | Member | 2019-01 → 2020-12 |
| 116th | House Committee on Ways and Means | Member | 2019-02 → 2020-12 |
| 115th | House Committee on Agriculture | Member | 2017-01 → 2018-12 |
| 115th | House Committee on Small Business | Member | 2017-01 → 2018-12 |
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 |
|---|---|---|---|---|---|---|
| GD | General Dynamics Corp | Industrials | 1 | 1 / 1 | $8,001 | 2026-06-10 |
| INTC | Intel Corporation - Common Stock (INTC) | Semiconductors | 2 | 3 / 4 | $16,001 | 2026-06-10 |
| AMT | American Tower Corporation (AMT) | Investment Funds | 1 | 1 / 2 | $8,001 | 2026-05-11 |
| TMO | Thermo Fisher Scientific Inc | Medical Devices | 1 | 0 / 3 | $8,001 | 2026-05-07 |
| PWR | Quanta Services, Inc. Common Stock (PWR) | Construction | 1 | 1 / 2 | $8,001 | 2026-05-07 |
| MU | Micron Technology | Semiconductors | 1 | 1 / 1 | $32,501 | 2026-03-24 |
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 |
|---|---|---|---|---|---|---|
| BABAF | ALIBABA GROUP HOLDING LTD (BABAF) | Business Services | 1 | 0 / 1 | $8,001 | 2025-11 → 2025-11 |
| AWK | American Water Works Company, Inc. Comm… | Utilities | 2 | 0 / 2 | $16,001 | 2020-03 → 2025-11 |
| CVS | CVS Health Corporation Common Stock (CV… | Retail & Consumer | 3 | 1 / 2 | $24,002 | 2023-06 → 2025-11 |
| MSFT | Microsoft Corporation - Common Stock (M… | Software & IT Services | 2 | 0 / 2 | $16,001 | 2020-09 → 2025-11 |
| APO | Apollo Global Management, Inc. (APO) | Capital Markets | 3 | 2 / 1 | $24,002 | 2019-04 → 2025-11 |
| NVDA | NVIDIA Corporation - Common Stock (NVDA) | Semiconductors | 2 | 2 / 0 | $16,001 | 2025-04 → 2025-11 |
| KD | Kyndryl Holdings, Inc. Common Stock (KD) | Software & IT Services | 2 | 1 / 1 | $8,225 | 2023-06 → 2025-10 |
| GOOGL | Alphabet Inc. - Class A Common Stock (G… | Software & IT Services | 5 | 1 / 4 | $64,503 | 2019-10 → 2025-10 |
| WMB | Williams Companies, Inc. (WMB) | Utilities | 3 | 2 / 1 | $24,002 | 2020-07 → 2025-04 |
| IBM | International Business Machines Corpora… | Technology Hardware | 2 | 2 / 0 | $16,001 | 2020-10 → 2025-04 |
| ABBV | Abbvie Inc | Pharmaceuticals & Biotech | 2 | 1 / 1 | $16,001 | 2022-08 → 2025-04 |
| OKE | ONEOK, Inc. Common Stock (OKE) | Utilities | 3 | 1 / 2 | $48,502 | 2020-12 → 2025-04 |
| KMI | Kinder Morgan, Inc. Common Stock (KMI) | Utilities | 3 | 1 / 2 | $24,002 | 2019-05 → 2025-04 |
| NEE | NextEra Energy, Inc. Common Stock (NEE) | Utilities | 1 | 0 / 1 | $8,001 | 2025-04 → 2025-04 |
| NOW | ServiceNow, Inc. Common Stock (NOW) | Software & IT Services | 2 | 1 / 1 | $16,001 | 2023-12 → 2025-04 |
| AMZN | Amazon.com, Inc. - Common Stock (AMZN) | Retail & Consumer | 4 | 1 / 3 | $56,502 | 2019-10 → 2025-04 |
| TSLA | Tesla, Inc. - Common Stock (TSLA) | Automotive | 2 | 1 / 1 | $16,001 | 2020-10 → 2024-10 |
| HASI | Hannon Armstrong Sustainable Infrastruc… | Investment Funds | 3 | 1 / 2 | $24,002 | 2019-10 → 2023-12 |
| BIDU | Baidu, Inc. - American Depositary Share… | Software & IT Services | 2 | 1 / 1 | $16,001 | 2020-10 → 2023-06 |
| CSX | CSX Corporation - Common Stock | Transportation | 2 | 1 / 1 | $16,001 | 2021-05 → 2023-02 |
| CRM | Salesforce Inc | Software & IT Services | 2 | 1 / 1 | $16,001 | 2020-10 → 2023-02 |
| SRVR | Pacer Benchmark Data & Infrastructure R… | — | 1 | 0 / 1 | $8,001 | 2022-11 → 2022-11 |
| QYLD | Global X NASDAQ-100 Covered Call ETF (Q… | — | 2 | 0 / 2 | $16,001 | 2020-10 → 2022-11 |
| BTEC | Principal Healthcare Innovators ETF (BT… | — | 2 | 1 / 1 | $16,001 | 2021-11 → 2022-11 |
| RHHBY | ROCHE HOLDING LTD S/ADR (RHHBY) | — | 1 | 1 / 0 | $8,001 | 2022-11 → 2022-11 |
| SRE | DBA Sempra Common Stock (SRE) | Utilities | 1 | 1 / 0 | $8,001 | 2022-11 → 2022-11 |
| RTX | Raytheon Technologies Corp | Defense & Aerospace | 1 | 0 / 1 | $8,001 | 2022-11 → 2022-11 |
| PYPLV | PayPal Holdings, Inc. - Common Stock Wh… | — | 1 | 0 / 1 | $8,001 | 2022-08 → 2022-08 |
| LUV | Southwest Airlines Company Common Stock… | Transportation | 2 | 1 / 1 | $16,001 | 2021-05 → 2022-08 |
| ARKK | Ark Innovation ETF Option Type: Call St… | — | 2 | 0 / 2 | $16,001 | 2020-10 → 2022-03 |
| TWST | Twist Bioscience Corporation (TWST) | — | 2 | 1 / 1 | $16,001 | 2020-03 → 2022-03 |
| NEO | NeoGenomics, Inc. - Common Stock (NEO) | Business Services | 2 | 1 / 1 | $16,001 | 2020-03 → 2022-03 |
| CE | Celanese Corporation Celanese Corporati… | Chemicals | 2 | 1 / 1 | $16,001 | 2021-05 → 2022-03 |
| ARKG | ARK Genomic Revolution ETF (ARKG) | — | 4 | 1 / 3 | $32,002 | 2020-10 → 2022-03 |
| AEP | American Electric Power Company, Inc. (… | Utilities | 4 | 2 / 2 | $32,002 | 2019-10 → 2021-11 |
| SRLN | SPDR Blackstone gSO Senior Loan ETF (SR… | — | 1 | 1 / 0 | $8,001 | 2021-11 → 2021-11 |
| LMT | Lockheed Martin Corporation Common Stoc… | Defense & Aerospace | 1 | 1 / 0 | $8,001 | 2021-05 → 2021-05 |
| CG | The Carlyle Group Inc. - Common Stock (… | Capital Markets | 4 | 3 / 1 | $32,002 | 2019-04 → 2021-05 |
| HII | Huntington Ingalls Industries, Inc. Com… | — | 2 | 0 / 2 | $16,001 | 2019-04 → 2020-12 |
| NGLS | Targa Resources Partners lP Common Unit… | — | 1 | 0 / 1 | $32,501 | 2020-12 → 2020-12 |
| SDOG | ALPS Sector Dividend Dogs ETF | — | 1 | 0 / 1 | $8,001 | 2020-10 → 2020-10 |
| PYPL | Paypal Holdings | Business Services | 1 | 1 / 0 | $8,001 | 2020-10 → 2020-10 |
| T | AT&T Inc. (T) | Telecommunications | 3 | 2 / 1 | $24,002 | 2019-10 → 2020-07 |
| ARE | Alexandria Real Estate Equities, Inc. C… | Investment Funds | 1 | 1 / 0 | $8,001 | 2020-07 → 2020-07 |
| DEO | Diageo Plc ADR | Food & Beverage | 3 | 2 / 1 | $24,002 | 2019-10 → 2020-07 |
| BRK.B | Berkshire Hathaway Inc. New Common Stoc… | — | 3 | 0 / 3 | $24,002 | 2019-10 → 2020-07 |
| TDG | Transdigm Group Incorporated Common Sto… | Defense & Aerospace | 1 | 0 / 1 | $75,001 | 2020-06 → 2020-06 |
| UTX | Raytheon Technologies Corporation | — | 1 | 1 / 0 | $8,001 | 2020-03 → 2020-03 |
| SU | Suncor Energy Inc. Common Stock (SU) | Oil & Gas | 1 | 1 / 0 | $8,001 | 2020-03 → 2020-03 |
| RDS.A | Royal Dutch Shell PLC Royal Dutch Shell… | — | 1 | 0 / 1 | $8,001 | 2020-03 → 2020-03 |
| RTN | Raytheon Company | — | 1 | 1 / 0 | $8,001 | 2020-03 → 2020-03 |
| PFE | Pfizer, Inc. Common Stock (PFE) | Pharmaceuticals & Biotech | 1 | 0 / 1 | $8,001 | 2020-03 → 2020-03 |
| XOM | Exxon Mobil Corp | Oil & Gas | 1 | 1 / 0 | $8,001 | 2020-03 → 2020-03 |
| BABA | Alibaba Group Holding Limited American … | Business Services | 1 | 1 / 0 | $8,001 | 2019-10 → 2019-10 |
The Spread by year
| Year | Spread | Trades priced | Disclosed value |
|---|---|---|---|
| 2025 | +4.2% | 20 | $184,510 |
| 2023 | +6.6% | 7 | $56,004 |
| 2022 | +2.9% | 11 | $88,006 |
| 2021 | -9.1% | 7 | $56,004 |
| 2020 | -1.1% | 34 | $363,517 |
| 2019 | +4.4% | 13 | $104,007 |
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 |
|---|---|---|---|---|---|---|
| 2026-06-10 | INTC | Intel Corporation - Common Stock (INTC) | sell | $1,001 – $15,000 | self | record |
| 2026-06-10 | GD | General Dynamics Corporation Common Stock (GD) | sell | $1,001 – $15,000 | self | record |
| 2026-05-11 | AMT | American Tower Corporation (AMT) | sell | $1,001 – $15,000 | self | record |
| 2026-05-07 | TMO | Thermo Fisher Scientific Inc Common Stock (TMO) | sell | $1,001 – $15,000 | self | record |
| 2026-05-07 | PWR | Quanta Services, Inc. Common Stock (PWR) | sell | $1,001 – $15,000 | self | record |
| 2026-05-07 | INTC | Intel Corporation - Common Stock (INTC) | sell | $1,001 – $15,000 | self | record |
| 2026-03-24 | MU | Micron Technology, Inc. - Common Stock (MU) | sell | $15,001 – $50,000 | self | record |
| 2025-11-21 | NVDA | NVIDIA Corporation - Common Stock (NVDA) | buy | $1,001 – $15,000 | self | record |
| 2025-11-21 | MSFT | Microsoft Corporation - Common Stock (MSFT) | sell | $1,001 – $15,000 | self | record |
| 2025-11-21 | CVS | CVS Health Corporation Common Stock (CVS) | sell | $1,001 – $15,000 | self | record |
| 2025-11-21 | APO | Apollo Global Management, Inc. (APO) | sell | $1,001 – $15,000 | self | record |
| 2025-11-21 | AWK | American Water Works Company, Inc. Common Stock (AWK) | sell | $1,001 – $15,000 | self | record |
| 2025-11-21 | BABAF | ALIBABA GROUP HOLDING LTD (BABAF) | sell | $1,001 – $15,000 | self | record |
| 2025-11-21 | CVS | 2000152177 CVS Health Corporation Common Stock (CVS) | sell | $1,001 – $15,000 | self | record |
| 2025-10-10 | KD | Kyndryl Holdings, Inc. Common Stock (KD) | sell | $224 – $224 | self | record |
| 2025-10-10 | GOOGL | Alphabet Inc. - Class A Common Stock (GOOGL) | sell | $15,001 – $50,000 | self | record |
| 2025-04-03 | WMB | Williams Companies, Inc. (WMB) | sell | $1,001 – $15,000 | self | record |
| 2025-04-03 | NOW | ServiceNow, Inc. Common Stock (NOW) | sell | $1,001 – $15,000 | self | record |
| 2025-04-03 | PWR | Quanta Services, Inc. Common Stock (PWR) | sell | $1,001 – $15,000 | self | record |
| 2025-04-03 | OKE | ONEOK, Inc. Common Stock (OKE) | sell | $1,001 – $15,000 | self | record |
| 2025-04-03 | NVDA | NVIDIA Corporation - Common Stock (NVDA) | buy | $1,001 – $15,000 | self | record |
| 2025-04-03 | NEE | NextEra Energy, Inc. Common Stock (NEE) | sell | $1,001 – $15,000 | self | record |
| 2025-04-03 | KMI | Kinder Morgan, Inc. Common Stock (KMI) | sell | $1,001 – $15,000 | self | record |
| 2025-04-03 | IBM | International Business Machines Corporation Common Stock (IBM) | buy | $1,001 – $15,000 | self | record |
| 2025-04-03 | INTC | Intel Corporation - Common Stock (INTC) | buy | $1,001 – $15,000 | self | record |
| 2025-04-03 | AMT | American Tower Corporation (AMT) | sell | $1,001 – $15,000 | self | record |
| 2025-04-03 | AMZN | Amazon.com, Inc. - Common Stock (AMZN) | buy | $1,001 – $15,000 | self | record |
| 2025-04-03 | GOOGL | Alphabet Inc. - Class A Common Stock (GOOGL) | buy | $1,001 – $15,000 | self | record |
| 2025-04-03 | ABBV | AbbVie Inc. Common Stock (ABBV) | sell | $1,001 – $15,000 | self | record |
| 2024-10-29 | TSLA | Tesla, Inc. - Common Stock (TSLA) | sell | $1,001 – $15,000 | self | record |
| 2024-10-29 | AMZN | Amazon.com, Inc. - Common Stock (AMZN) | sell | $15,001 – $50,000 | self | record |
| 2023-12-20 | NOW | ServiceNow, Inc. (NOW) | buy | $1,001 – $15,000 | self | record |
| 2023-12-20 | MU | Micron Technology, Inc. (MU) | buy | $1,001 – $15,000 | self | record |
| 2023-12-20 | HASI | Hannon Armstrong Sustainable Infrastructure Capital, Inc. (HASI) | sell | $1,001 – $15,000 | self | record |
| 2023-06-22 | — | Sempra Energy 6% Mandatory Convertible Preferred Stock, Series A | buy | $1,001 – $15,000 | self | record |
| 2023-06-22 | KD | Kyndryl Holdings, Inc. (KD) | buy | $1,001 – $15,000 | self | record |
| 2023-06-22 | CVS | CVS Health Corporation (CVS) | buy | $1,001 – $15,000 | self | record |
| 2023-06-22 | BIDU | Baidu, Inc. - American Depositary Shares, each representing 8 ordinary share (BIDU) | sell | $1,001 – $15,000 | self | record |
| 2023-02-28 | CRM | Salesforce, Inc. (CRM) | sell | $1,001 – $15,000 | self | record |
| 2023-02-28 | CSX | CSX Corporation (CSX) | sell | $1,001 – $15,000 | self | record |
| 2022-11-14 | RHHBY | Roche Holdings AG Basel American Depositary Shares (RHHBY) | buy | $1,001 – $15,000 | self | record |
| 2022-11-14 | RTX | Raytheon Technologies Corporation (RTX) | sell | $1,001 – $15,000 | self | record |
| 2022-11-14 | BTEC | Principal Healthcare Innovators ETF (BTEC) | sell | $1,001 – $15,000 | self | record |
| 2022-11-14 | SRVR | Pacer Data & Infrastructure Real Estate ETF (SRVR) | sell | $1,001 – $15,000 | self | record |
| 2022-11-14 | QYLD | Global X NASDAQ-100 Covered Call ETF (QYLD) | sell | $1,001 – $15,000 | self | record |
| 2022-11-14 | SRE | DBA Sempra (SRE) | buy | $1,001 – $15,000 | self | record |
| 2022-08-05 | LUV | Southwest Airlines Company (LUV) | sell | $1,001 – $15,000 | self | record |
| 2022-08-05 | PYPLV | PayPal Holdings, Inc. - Common Stock When Issued (PYPLV) | sell | $1,001 – $15,000 | self | record |
| 2022-08-05 | OKE | ONEOK, Inc. (OKE) | buy | $1,001 – $15,000 | self | record |
| 2022-08-05 | ABBV | AbbVie Inc. (ABBV) | buy | $1,001 – $15,000 | self | record |
| 2022-03-30 | TWST | Twist Bioscience Corporation (TWST) | sell | $1,001 – $15,000 | self | record |
| 2022-03-30 | NEO | NeoGenomics, Inc. (NEO) | sell | $1,001 – $15,000 | self | record |
| 2022-03-30 | KMI | Kinder Morgan, Inc. (KMI) | buy | $1,001 – $15,000 | self | record |
| 2022-03-30 | INTC | Intel Corporation (INTC) | buy | $1,001 – $15,000 | self | record |
| 2022-03-30 | GD | General Dynamics Corporation (GD) | buy | $1,001 – $15,000 | self | record |
| 2022-03-30 | CE | Celanese Corporation Celanese Corporation (CE) | sell | $1,001 – $15,000 | self | record |
| 2022-03-30 | ARKK | ARK Innovation ETF (ARKK) | sell | $1,001 – $15,000 | self | record |
| 2022-03-25 | ARKG | ARK Genomic Revolution ETF (ARKG) | sell | $1,001 – $15,000 | self | record |
| 2022-03-25 | ARKG | ARK Genomic Revolution ETF (ARKG) | sell | $1,001 – $15,000 | self | record |
| 2021-11-02 | SRLN | DR blackstone Senior loan ETF (SRlN) | buy | $1,001 – $15,000 | spouse | record |
| 2021-11-02 | BTEC | Principal Healthcare Innovators ETF (bTEC) | buy | $1,001 – $15,000 | self | record |
| 2021-11-02 | ARKG | ARK genomic Revolution ETF (ARKg) | sell | $1,001 – $15,000 | self | record |
| 2021-11-02 | AEP | American Electric Power Company, Inc. (AEP) | sell | $1,001 – $15,000 | self | record |
| 2021-05-26 | CG | The Carlyle group Inc. (Cg) | sell | $1,001 – $15,000 | self | record |
| 2021-05-26 | LUV | Southwest Airlines Company (lUV) | buy | $1,001 – $15,000 | self | record |
| 2021-05-26 | PWR | Quanta Services, Inc. (PWR) | buy | $1,001 – $15,000 | self | record |
| 2021-05-26 | LMT | lockheed Martin Corporation (lMT) | buy | $1,001 – $15,000 | self | record |
| 2021-05-26 | CSX | CSX Corporation (CSX) | buy | $1,001 – $15,000 | self | record |
| 2021-05-26 | CE | Celanese Corporation Celanese Corporation (CE) | buy | $1,001 – $15,000 | self | record |
| 2021-05-11 | GOOGL | Alphabet Inc. - Class A (gOOgl) | sell | $1,001 – $15,000 | self | record |
| 2020-12-30 | OKE | ONEOK, Inc. (OKE) | sell | $15,001 – $50,000 | self | record |
| 2020-12-30 | HII | Huntington Ingalls Industries, Inc. (HII) | sell | $1,001 – $15,000 | self | record |
| 2020-12-21 | NGLS | Targa Resources Partners lP Common Units Representing limited Partnership Interests (NglS) | sell | $15,001 – $50,000 | self | record |
| 2020-10-29 | TSLA | Tesla, Inc. (TSlA) | buy | $1,001 – $15,000 | self | record |
| 2020-10-29 | CRM | Salesforce.com Inc (CRM) | buy | $1,001 – $15,000 | self | record |
| 2020-10-29 | PYPL | PayPal Holdings, Inc. (PYPl) | buy | $1,001 – $15,000 | self | record |
| 2020-10-29 | IBM | International business Machines Corporation (IbM) | buy | $1,001 – $15,000 | self | record |
| 2020-10-29 | INTC | Intel Corporation (INTC) | sell | $1,001 – $15,000 | self | record |
| 2020-10-29 | QYLD | global X NASDAQ-100 Covered Call ETF (QYlD) | sell | $1,001 – $15,000 | self | record |
| 2020-10-29 | BIDU | baidu, Inc. - American Depositary Shares, each representing one tenth Class A ordinary share (bIDU) | buy | $1,001 – $15,000 | self | record |
| 2020-10-29 | — | SUbHOlDINg OF: PROEQUITIES | sell | $1,001 – $15,000 | self | record |
| 2020-10-29 | ARKG | ARK genomic Revolution ETF (ARKg) | buy | $1,001 – $15,000 | self | record |
| 2020-10-29 | AEP | American Electric Power Company, Inc. (AEP) | sell | $1,001 – $15,000 | self | record |
| 2020-10-29 | SDOG | AlPS Sector Dividend Dogs ETF (SDOg) | sell | $1,001 – $15,000 | self | record |
| 2020-10-21 | AMZN | Amazon.com, Inc. (AMZN) | sell | $1,001 – $15,000 | self | record |
| 2020-10-21 | GOOGL | Alphabet Inc. - Class A (gOOgl) | sell | $1,001 – $15,000 | self | record |
| 2020-10-14 | HASI | Hannon Armstrong Sustainable Infrastructure Capital, Inc. (HASI) | sell | $1,001 – $15,000 | self | record |
| 2020-10-14 | ARKK | ARK Innovation ETF (ARKK) | sell | $1,001 – $15,000 | self | record |
| 2020-09-04 | CG | The Carlyle group Inc. (Cg) | buy | $1,001 – $15,000 | self | record |
| 2020-09-04 | — | SUbHOlDINg OF: PROEQUITIES | buy | $1,001 – $15,000 | self | record |
| 2020-09-04 | MSFT | Microsoft Corporation (MSFT) | sell | $1,001 – $15,000 | self | record |
| 2020-07-28 | WMB | Williams Companies, Inc. (WMb) | buy | $1,001 – $15,000 | self | record |
| 2020-07-28 | T | AT&T Inc. (T) | sell | $1,001 – $15,000 | self | record |
| 2020-07-28 | AMT | American Tower Corporation (AMT) | buy | $1,001 – $15,000 | self | record |
| 2020-07-27 | WMB | Williams Companies, Inc. (WMb) | buy | $1,001 – $15,000 | self | record |
| 2020-07-27 | DEO | Diageo plc (DEO) | sell | $1,001 – $15,000 | self | record |
| 2020-07-27 | BRK.B | berkshire Hathaway Inc. New (bRK.b) | sell | $1,001 – $15,000 | self | record |
| 2020-07-27 | ARE | Alexandria Real Estate Equities, Inc. (ARE) | buy | $1,001 – $15,000 | self | record |
| 2020-06-08 | TDG | Transdigm group Incorporated Transdigm group Inc. (TDg) | sell | $50,001 – $100,000 | self | record |
| 2020-03-02 | UTX | United Technologies Corporation (UTX) | buy | $1,001 – $15,000 | self | record |
| 2020-03-02 | TWST | Twist bioscience Corporation (TWST) | buy | $1,001 – $15,000 | self | record |
| 2020-03-02 | TMO | Thermo Fisher Scientific Inc (TMO) | sell | $1,001 – $15,000 | self | record |
| 2020-03-02 | CG | The Carlyle group Inc. (Cg) | buy | $1,001 – $15,000 | self | record |
| 2020-03-02 | SU | Suncor Energy Inc. (SU) | buy | $1,001 – $15,000 | self | record |
| 2020-03-02 | RDS.A | Royal Dutch Shell PlC Royal Dutch Shell american Depositary Shares (RDS.a) | sell | $1,001 – $15,000 | self | record |
| 2020-03-02 | RTN | Raytheon Company (RTN) | buy | $1,001 – $15,000 | self | record |
| 2020-03-02 | PFE | Pfizer, Inc. (PFE) | sell | $1,001 – $15,000 | self | record |
| 2020-03-02 | NEO | Neogenomics, Inc. (NEO) | buy | $1,001 – $15,000 | self | record |
| 2020-03-02 | INTC | Intel Corporation (INTC) | buy | $1,001 – $15,000 | self | record |
| 2020-03-02 | XOM | Exxon Mobil Corporation (XOM) | buy | $1,001 – $15,000 | self | record |
| 2020-03-02 | DEO | Diageo plc (DEO) | buy | $1,001 – $15,000 | self | record |
| 2020-03-02 | BRK.B | berkshire Hathaway Inc. New (bRK.b) | sell | $1,001 – $15,000 | self | record |
| 2020-03-02 | T | aT&T Inc. (T) | buy | $1,001 – $15,000 | self | record |
| 2020-03-02 | APO | apollo global Management, Inc. Class a (aPO) | buy | $1,001 – $15,000 | self | record |
| 2020-03-02 | AWK | american Water Works Company, Inc. (aWK) | sell | $1,001 – $15,000 | self | record |
| 2020-03-02 | AEP | american Electric Power Company, Inc. (aEP) | buy | $1,001 – $15,000 | self | record |
| 2019-10-15 | TMO | Thermo Fisher Scientific Inc (TMO) | sell | $1,001 – $15,000 | self | record |
| 2019-10-15 | INTC | Intel Corporation (INTC) | sell | $1,001 – $15,000 | self | record |
| 2019-10-15 | HASI | Hannon armstrong Sustainable Infrastructure Capital, Inc. (HaSI) | buy | $1,001 – $15,000 | self | record |
| 2019-10-15 | DEO | Diageo plc (DEO) | buy | $1,001 – $15,000 | self | record |
| 2019-10-15 | BRK.B | berkshire Hathaway Inc. New (bRK.b) | sell | $1,001 – $15,000 | self | record |
| 2019-10-15 | T | aT&T Inc. (T) | buy | $1,001 – $15,000 | self | record |
| 2019-10-15 | AEP | american Electric Power Company, Inc. (aEP) | buy | $1,001 – $15,000 | self | record |
| 2019-10-15 | AMZN | amazon.com, Inc. (aMZN) | sell | $1,001 – $15,000 | self | record |
| 2019-10-15 | GOOGL | alphabet Inc. - Class a (gOOgl) | sell | $1,001 – $15,000 | self | record |
| 2019-10-15 | BABA | alibaba group Holding limited american Depositary Shares each representing eight Ordinary share (baba) | buy | $1,001 – $15,000 | self | record |
| 2019-05-14 | KMI | Kinder Morgan, Inc. (KMI) | sell | $1,001 – $15,000 | self | record |
| 2019-04-15 | CG | The Carlyle group l.P. - Common Units (Cg) | buy | $1,001 – $15,000 | self | record |
| 2019-04-15 | HII | Huntington Ingalls Industries, Inc. (HII) | sell | $1,001 – $15,000 | self | record |
| 2019-04-15 | APO | apollo global Management, llC Class a Common Shares Representing Class a limitied liability Company Interests (aPO) | buy | $1,001 – $15,000 | self | record |