Lois Frankel Democrat · FL-22
House of Representatives · in office · serving since 2013 · born May 16, 1948
Wikipedia · Ballotpedia · Official site · GovTrack · OpenSecrets · FEC filings · House History · Bioguide
Transactions
814
across 59 filings
Securities traded
189
0 active in 6 months
Disclosed range total
$898,814
sum of filed minimums
In plain language
Of 814 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 |
|---|---|---|---|
| FL-22 | 118th–119th | 2023–2027 | district renumbered from 21 |
| FL-21 | 115th–117th | 2017–2023 | district renumbered from 22 |
| FL-22 | 113th–114th | 2013–2017 | 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 Appropriations | Member | 14 | minority | record |
Earlier Congresses
| Congress | Committee | Position | Observed |
|---|---|---|---|
| 118th | House Committee on Appropriations | Member | 2023-02 → 2024-11 |
| 117th | House Committee on Appropriations | Member | 2021-03 → 2022-11 |
| 117th | House Committee on Veterans' Affairs | Member | 2021-03 → 2022-11 |
| 116th | House Committee on Appropriations | Member | 2019-02 → 2020-12 |
| 116th | House Committee on Foreign Affairs | Member | 2019-01 → 2019-01 |
| 116th | House Committee on Transportation and Infrastructure | Member | 2019-01 → 2019-01 |
| 115th | House Committee on Foreign Affairs | Member | 2017-01 → 2018-12 |
| 115th | House Committee on Transportation and Infrastructure | Member | 2017-01 → 2018-12 |
| 114th | House Committee on Foreign Affairs | Member | 2015-02 → 2016-12 |
| 114th | House Committee on Transportation and Infrastructure | Member | 2015-02 → 2016-12 |
| 113th | House Committee on Foreign Affairs | Member | 2013-03 → 2014-11 |
| 113th | House Committee on Transportation and Infrastructure | Member | 2013-03 → 2014-11 |
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 |
|---|---|---|---|---|---|---|
| MCK | McKesson Corporation Common Stock (MCK) | Wholesale | 10 | 4 / 6 | $80,005 | 2018-12 → 2023-09 |
| EXPD | Expeditors International of Washington,… | Other | 4 | 2 / 2 | $32,002 | 2019-01 → 2023-09 |
| HUBB | Hubbell Inc Common Stock | Electronics | 4 | 1 / 3 | $32,002 | 2019-01 → 2023-09 |
| BAH | Booz Allen Hamilton Holding Corporation… | Business Services | 5 | 1 / 4 | $40,003 | 2019-01 → 2023-09 |
| CI | The Cigna Group Common Stock (CI) | Insurance | 11 | 7 / 4 | $112,506 | 2019-01 → 2023-09 |
| AOS | A.O. Smith Corporation Common Stock (AO… | Electronics | 4 | 2 / 2 | $32,002 | 2019-02 → 2023-09 |
| ITW | Illinois Tool Works Inc | Industrials | 5 | 2 / 3 | $40,003 | 2019-02 → 2023-09 |
| DUK | Duke Energy Corp | Utilities | 6 | 3 / 3 | $48,003 | 2019-02 → 2023-09 |
| PNC | PNC Financial Services Group, Inc. (PNC) | Banking | 7 | 2 / 5 | $56,004 | 2019-03 → 2023-09 |
| AON | Aon plc Class A Ordinary Shares (Irelan… | Insurance | 3 | 1 / 2 | $48,502 | 2019-03 → 2023-09 |
| DORM | Dorman Products, Inc. (DORM) | Automotive | 4 | 2 / 2 | $32,002 | 2019-03 → 2023-09 |
| NSRGY | NESTLE S.A S/ADR (NSRGY) | — | 2 | 1 / 1 | $16,001 | 2019-03 → 2023-09 |
| C | Citigroup Inc | Banking | 10 | 4 / 6 | $80,005 | 2019-04 → 2023-09 |
| PEP | Pepsico Inc | Food & Beverage | 3 | 2 / 1 | $24,002 | 2019-05 → 2023-09 |
| SO | Southern Company (SO) | Utilities | 9 | 7 / 2 | $72,005 | 2019-06 → 2023-09 |
| WAT | Waters Corporation Common Stock (WAT) | Medical Devices | 5 | 3 / 2 | $40,003 | 2019-06 → 2023-09 |
| ACN | Accenture Plc | Business Services | 10 | 2 / 8 | $80,005 | 2019-07 → 2023-09 |
| XEL | Xcel Energy Inc. (XEL) | Utilities | 6 | 1 / 5 | $48,003 | 2019-07 → 2023-09 |
| ADI | Analog Devices | Semiconductors | 4 | 1 / 3 | $32,002 | 2019-07 → 2023-09 |
| BSX | Boston Scientific Corporation Common St… | Medical Devices | 12 | 5 / 7 | $96,006 | 2019-07 → 2023-09 |
| FAF | First American Corporation (FAF) | — | 2 | 0 / 2 | $16,001 | 2019-07 → 2023-09 |
| SUI | Sun Communities, Inc. (SUI) | — | 2 | 0 / 2 | $16,001 | 2019-07 → 2023-09 |
| MKL | Markel Group Inc. Common Stock (MKL) | Insurance | 4 | 3 / 1 | $32,002 | 2019-08 → 2023-09 |
| CB | Chubb Ltd | Insurance | 7 | 3 / 4 | $56,004 | 2019-08 → 2023-09 |
| CASY | Caseys General Stores, Inc. - Common St… | Retail & Consumer | 3 | 1 / 2 | $24,002 | 2019-08 → 2023-09 |
| SSNC | SS&C Technologies Holdings, Inc. - Comm… | Software & IT Services | 4 | 2 / 2 | $32,002 | 2019-08 → 2023-09 |
| NOC | Northrop Grumman Corporation Common Sto… | Medical Devices | 7 | 3 / 4 | $56,004 | 2019-09 → 2023-09 |
| IT | Gartner, Inc. Common Stock (IT) | Business Services | 4 | 1 / 3 | $32,002 | 2019-09 → 2023-09 |
| DD | DuPont de Nemours, Inc. Common Stock (D… | Chemicals | 13 | 9 / 4 | $104,007 | 2019-10 → 2023-09 |
| FANG | Diamondback Energy, Inc. - Common Stock… | Oil & Gas | 8 | 5 / 3 | $64,004 | 2019-10 → 2023-09 |
| JNJ | Johnson & Johnson Common Stock (JNJ) | Pharmaceuticals & Biotech | 7 | 2 / 5 | $56,004 | 2019-12 → 2023-09 |
| TMO | Thermo Fisher Scientific Inc | Medical Devices | 7 | 3 / 4 | $56,004 | 2019-12 → 2023-09 |
| NXPI | NXP Semiconductors N.V. - Common Stock … | Semiconductors | 9 | 5 / 4 | $72,005 | 2020-01 → 2023-09 |
| TXN | Texas Instruments Incorporated - Common… | Semiconductors | 4 | 1 / 3 | $32,002 | 2020-01 → 2023-09 |
| PFE | Pfizer, Inc. Common Stock (PFE) | Pharmaceuticals & Biotech | 12 | 6 / 6 | $96,006 | 2020-02 → 2023-09 |
| HON | Honeywell International Inc. (HON) | Defense & Aerospace | 3 | 1 / 2 | $24,002 | 2020-02 → 2023-09 |
| MRK | Merck & Company, Inc. Common Stock (MRK) | Pharmaceuticals & Biotech | 11 | 6 / 5 | $88,006 | 2020-02 → 2023-09 |
| WSO | Watsco, Inc. Common Stock (WSO) | Wholesale | 5 | 2 / 3 | $40,003 | 2020-03 → 2023-09 |
| COP | Conocophillips | Oil & Gas | 6 | 5 / 1 | $72,503 | 2020-03 → 2023-09 |
| PXD | Pioneer Natural Resources Company | — | 6 | 3 / 3 | $48,003 | 2020-03 → 2023-09 |
| MMC | Marsh & McLennan Companies, Inc. Common… | — | 5 | 4 / 1 | $40,003 | 2020-04 → 2023-09 |
| BR | Broadridge Financial Solutions, Inc. Co… | Business Services | 4 | 1 / 3 | $32,002 | 2020-04 → 2023-09 |
| ETR | Entergy Corporation Common Stock (ETR) | Utilities | 2 | 1 / 1 | $16,001 | 2020-04 → 2023-09 |
| DEO | Diageo Plc ADR | Food & Beverage | 4 | 3 / 1 | $32,002 | 2020-05 → 2023-09 |
| POR | Portland General Electric Co (POR) | Utilities | 4 | 3 / 1 | $32,002 | 2020-05 → 2023-09 |
| LOW | Lowe's Companies | Retail & Consumer | 5 | 4 / 1 | $40,003 | 2020-07 → 2023-09 |
| D | Dominion Energy Inc | Utilities | 10 | 9 / 1 | $80,005 | 2020-07 → 2023-09 |
| AXP | American Express Company | Banking | 12 | 8 / 4 | $96,006 | 2020-09 → 2023-09 |
| ETN | Eaton Corporation, PLC Ordinary Shares … | Other | 6 | 0 / 6 | $48,003 | 2020-11 → 2023-09 |
| AVY | Avery Dennison Corporation Common Stock… | Materials | 3 | 1 / 2 | $24,002 | 2020-11 → 2023-09 |
| FLR | Fluor Corporation Common Stock (FLR) | Construction | 7 | 2 / 5 | $56,004 | 2020-11 → 2023-09 |
| CBOE | Cboe Global Markets, Inc. (CBOE) | Capital Markets | 5 | 3 / 2 | $40,003 | 2021-02 → 2023-09 |
| PGR | Progressive Corp | Insurance | 11 | 8 / 3 | $88,006 | 2021-03 → 2023-09 |
| LNT | Alliant Energy Corporation (LNT) | Utilities | 3 | 2 / 1 | $24,002 | 2021-03 → 2023-09 |
| HES | Hess Corp | — | 6 | 2 / 4 | $48,003 | 2021-03 → 2023-09 |
| MS | Morgan Stanley Common Stock (MS) | Capital Markets | 6 | 4 / 2 | $48,003 | 2021-03 → 2023-09 |
| CMCSA | Comcast Corporation - Class A Common St… | Telecommunications | 5 | 3 / 2 | $64,503 | 2021-05 → 2023-09 |
| RGLD | Royal Gold, Inc. - Common Stock (RGLD) | Investment Funds | 4 | 3 / 1 | $32,002 | 2021-06 → 2023-09 |
| UNP | Union Pacific Corporation Common Stock … | Transportation | 3 | 2 / 1 | $24,002 | 2021-09 → 2023-09 |
| MAR | Marriott International - Class A Common… | Consumer Services | 6 | 4 / 2 | $48,003 | 2021-09 → 2023-09 |
| TT | Trane Technologies plc (TT) | Medical Devices | 6 | 1 / 5 | $48,003 | 2021-09 → 2023-09 |
| KKR | KKR & Co. Inc. Common Stock (KKR) | Capital Markets | 5 | 4 / 1 | $40,003 | 2021-09 → 2023-09 |
| NDAQ | Nasdaq, Inc. - Common Stock (NDAQ) | Capital Markets | 3 | 0 / 3 | $24,002 | 2021-11 → 2023-09 |
| BWXT | BWX Technologies, Inc. Common Stock (BW… | Industrials | 4 | 1 / 3 | $32,002 | 2021-12 → 2023-09 |
| MTB | M&T Bank Corporation Common Stock (MTB) | Banking | 2 | 1 / 1 | $16,001 | 2022-01 → 2023-09 |
| SHW | Sherwin-Williams Company | Retail & Consumer | 6 | 4 / 2 | $48,003 | 2022-04 → 2023-09 |
| VNT | Vontier Corporation Common Stock (VNT) | Medical Devices | 4 | 2 / 2 | $32,002 | 2022-04 → 2023-09 |
| COLD | Americold Realty Trust, Inc. (COLD) | Investment Funds | 4 | 3 / 1 | $32,002 | 2022-04 → 2023-09 |
| GD | General Dynamics Corp | Industrials | 7 | 6 / 1 | $56,004 | 2022-05 → 2023-09 |
| LKQ | LKQ Corporation (LKQ) | Wholesale | 3 | 2 / 1 | $24,002 | 2022-07 → 2023-09 |
| ARE | Alexandria Real Estate Equities, Inc. C… | Investment Funds | 4 | 3 / 1 | $32,002 | 2022-07 → 2023-09 |
| TGT | Target Corp | Retail & Consumer | 6 | 5 / 1 | $48,003 | 2022-08 → 2023-09 |
| KLAC | KLA Corporation - Common Stock (KLAC) | Medical Devices | 3 | 2 / 1 | $24,002 | 2022-09 → 2023-09 |
| HAL | Halliburton Company Common Stock (HAL) | Oil & Gas | 4 | 2 / 2 | $32,002 | 2022-10 → 2023-09 |
| PLD | Prologis Inc | Investment Funds | 10 | 9 / 1 | $104,505 | 2022-11 → 2023-09 |
| ADSK | Autodesk Inc | Software & IT Services | 2 | 1 / 1 | $16,001 | 2023-01 → 2023-09 |
| LAMR | Lamar Advertising Company - Class A (LA… | — | 2 | 1 / 1 | $16,001 | 2023-02 → 2023-09 |
| TEL | TE Connectivity plc Ordinary Shares (TE… | Wholesale | 2 | 1 / 1 | $16,001 | 2023-02 → 2023-09 |
| JPM | JP Morgan Chase & Co. Common Stock (JPM) | Banking | 4 | 2 / 2 | $56,502 | 2023-03 → 2023-09 |
| ULTA | Ulta Beauty, Inc. - Common Stock (ULTA) | Retail & Consumer | 2 | 0 / 2 | $16,001 | 2023-03 → 2023-09 |
| HSY | Hershey Foods Corp | Food & Beverage | 2 | 0 / 2 | $16,001 | 2023-04 → 2023-09 |
| CRL | Charles River Laboratories Internationa… | Business Services | 2 | 1 / 1 | $16,001 | 2023-04 → 2023-09 |
| WRB | W.R. Berkley Corporation Common Stock (… | Insurance | 4 | 3 / 1 | $32,002 | 2023-05 → 2023-09 |
| NSA | National Storage Affiliates Trust Commo… | Investment Funds | 4 | 3 / 1 | $32,002 | 2023-05 → 2023-09 |
| ES | Eversource Energy | Utilities | 2 | 1 / 1 | $16,001 | 2023-06 → 2023-09 |
| GL | Globe Life Inc | — | 2 | 0 / 2 | $16,001 | 2023-06 → 2023-09 |
| BIO | Bio-Rad Laboratories, Inc. Class A Comm… | Medical Devices | 3 | 2 / 1 | $24,002 | 2023-06 → 2023-09 |
| NSC | Norfolk Southern Corp | Transportation | 2 | 1 / 1 | $16,001 | 2023-06 → 2023-09 |
| KVUE | Kenvue Inc. Common Stock (KVUE) | Chemicals | 4 | 3 / 1 | $32,002 | 2023-08 → 2023-09 |
| LBRDK | Liberty Broadband Corporation - Class C… | Telecommunications | 2 | 0 / 2 | $16,001 | 2023-08 → 2023-09 |
| ABBV | Abbvie Inc | Pharmaceuticals & Biotech | 3 | 2 / 1 | $24,002 | 2023-08 → 2023-09 |
| PCAR | PACCAR Inc. - Common Stock (PCAR) | Automotive | 3 | 2 / 1 | $24,002 | 2023-09 → 2023-09 |
| JCI | Johnson Controls International plc Ordi… | Other | 10 | 3 / 7 | $80,005 | 2019-05 → 2023-09 |
| DG | Dollar General Corporation Common Stock… | Retail & Consumer | 3 | 0 / 3 | $24,002 | 2020-05 → 2023-09 |
| WTW | Willis Towers Watson Public Limited Com… | Insurance | 2 | 0 / 2 | $16,001 | 2023-08 → 2023-08 |
| IFF | International Flavors & Fragrances, Inc… | Chemicals | 2 | 1 / 1 | $16,001 | 2023-02 → 2023-08 |
| SHV | iShares Short Treasury Bond ETF (SHV) | — | 2 | 2 / 0 | $16,001 | 2023-08 → 2023-08 |
| NSP | Insperity, Inc. (NSP) | Business Services | 9 | 4 / 5 | $72,005 | 2019-12 → 2023-08 |
| SEDG | SolarEdge Technologies, Inc. (SEDG) | Semiconductors | 7 | 2 / 5 | $56,004 | 2020-01 → 2023-08 |
| UI | Ubiquiti Inc. Common Stock | Electronics | 5 | 0 / 5 | $40,003 | 2019-12 → 2023-05 |
| PPG | PPG Industries | Chemicals | 9 | 2 / 7 | $72,005 | 2019-01 → 2023-04 |
| EPAM | EPAM Systems, Inc. Common Stock (EPAM) | Software & IT Services | 7 | 0 / 7 | $56,004 | 2019-02 → 2023-04 |
| BOH | Bank of Hawaii Corporation (BOH) | — | 3 | 2 / 1 | $24,002 | 2020-11 → 2023-03 |
| FRC | FIRST REPUBLIC BANK (FRC) | — | 6 | 3 / 3 | $48,003 | 2019-09 → 2023-03 |
| BLK | Blackrock Inc | Capital Markets | 7 | 3 / 4 | $56,004 | 2020-09 → 2023-02 |
| HAS | Hasbro, Inc. - Common Stock (HAS) | Consumer Goods | 2 | 0 / 2 | $16,001 | 2019-07 → 2023-01 |
| LSXMK | Liberty Media Corporation - Series C Li… | — | 1 | 0 / 1 | $8,001 | 2023-01 → 2023-01 |
| HPP | Hudson Pacific Properties, Inc. (HPP) | Real Estate | 6 | 2 / 4 | $48,003 | 2020-03 → 2023-01 |
| CARG | CarGurus, Inc. - Class A Common Stock | Software & IT Services | 4 | 2 / 2 | $32,002 | 2021-04 → 2022-11 |
| DHR | Danaher Corp | Medical Devices | 6 | 0 / 6 | $48,003 | 2019-03 → 2022-10 |
| EXPE | Expedia Group, Inc. (EXPE) | Other | 2 | 1 / 1 | $16,001 | 2021-01 → 2022-10 |
| CL | Colgate-Palmolive Company | Chemicals | 6 | 3 / 3 | $48,003 | 2021-01 → 2022-09 |
| ZBH | Zimmer Biomet Holdings, Inc. Common Sto… | Medical Devices | 4 | 1 / 3 | $32,002 | 2020-04 → 2022-07 |
| BURL | Burlington Stores, Inc. Common Stock (B… | Retail & Consumer | 3 | 2 / 1 | $24,002 | 2020-08 → 2022-07 |
| GXO | GXO Logistics, Inc. (GXO) | — | 4 | 2 / 2 | $32,002 | 2021-08 → 2022-07 |
| SWK | Stanley Black & Decker, Inc. (SWK) | Industrials | 6 | 5 / 1 | $48,003 | 2019-05 → 2022-06 |
| HELE | Helen of Troy Limited | Electronics | 2 | 0 / 2 | $16,001 | 2020-05 → 2022-06 |
| Y | Alleghany Corporation (Y) | — | 2 | 0 / 2 | $16,001 | 2022-04 → 2022-05 |
| FIS | Fidelity National Information Services,… | Business Services | 4 | 0 / 4 | $32,002 | 2020-06 → 2022-04 |
| IAA | IAA, Inc. (IAA) | — | 1 | 0 / 1 | $8,001 | 2022-03 → 2022-03 |
| KMB | Kimberly-Clark Corporation Common Stock… | Materials | 6 | 1 / 5 | $48,003 | 2019-09 → 2022-02 |
| MDT | Medtronic plc. Ordinary Shares (MDT) | Medical Devices | 5 | 0 / 5 | $40,003 | 2021-05 → 2022-02 |
| NUVA | NuVasive, Inc. (NuVA) | — | 2 | 0 / 2 | $16,001 | 2019-02 → 2022-02 |
| HXL | Hexcel Corporation | Chemicals | 6 | 3 / 3 | $48,003 | 2020-06 → 2022-02 |
| CLX | Clorox Company (CLX) | Chemicals | 3 | 1 / 2 | $24,002 | 2020-06 → 2022-02 |
| LMT | Lockheed Martin Corporation Common Stoc… | Defense & Aerospace | 2 | 0 / 2 | $16,001 | 2022-01 → 2022-01 |
| OLLI | Ollie's Bargain Outlet Holdings, Inc. -… | Retail & Consumer | 5 | 2 / 3 | $40,003 | 2020-02 → 2022-01 |
| DCI | Donaldson Company, Inc. (DCI) | Industrials | 2 | 1 / 1 | $16,001 | 2020-03 → 2022-01 |
| INTC | Intel Corporation - Common Stock (INTC) | Semiconductors | 5 | 3 / 2 | $40,003 | 2020-05 → 2021-12 |
| XRAY | DENTSPLY SIRONA Inc. - Common Stock (XR… | Medical Devices | 3 | 1 / 2 | $24,002 | 2019-05 → 2021-12 |
| HST | Host Hotels & Resorts, Inc. - Common St… | Investment Funds | 3 | 1 / 2 | $24,002 | 2020-05 → 2021-09 |
| WWD | Woodward, Inc. (WWD) | — | 3 | 0 / 3 | $24,002 | 2020-01 → 2021-09 |
| WLTW | Willis Towers Watson Public Limited Com… | — | 2 | 2 / 0 | $16,001 | 2021-09 → 2021-09 |
| FISV | Fiserv, Inc. - Common Stock (FISV) | Business Services | 3 | 0 / 3 | $24,002 | 2021-07 → 2021-09 |
| RHHBY | ROCHE HOLDING LTD S/ADR (RHHBY) | — | 6 | 2 / 4 | $48,003 | 2019-01 → 2021-09 |
| HUN | Huntsman Corporation | Chemicals | 4 | 3 / 1 | $32,002 | 2018-12 → 2021-08 |
| CDK | CDK global, Inc. (CDK) | — | 3 | 1 / 2 | $24,002 | 2019-02 → 2021-06 |
| USB | U.S. Bancorp Common Stock | Banking | 5 | 0 / 5 | $40,003 | 2020-10 → 2021-06 |
| HAE | Haemonetics Corporation (HAE) | Medical Devices | 3 | 1 / 2 | $24,002 | 2020-08 → 2021-05 |
| GS | Goldman Sachs Group | Capital Markets | 5 | 0 / 5 | $40,003 | 2019-01 → 2021-04 |
| TRV | The Travelers Companies, Inc. Common St… | Insurance | 4 | 0 / 4 | $32,002 | 2021-02 → 2021-03 |
| SON | Sonoco Products Company (SON) | — | 2 | 0 / 2 | $16,001 | 2021-03 → 2021-03 |
| EFX | Equifax, Inc. Common Stock (EFX) | Business Services | 3 | 1 / 2 | $24,002 | 2019-04 → 2021-02 |
| GPC | Genuine Parts Company Common Stock (GPC) | Wholesale | 2 | 0 / 2 | $16,001 | 2021-02 → 2021-02 |
| FLIR | FLIR Systems, Inc. (FLIR) | — | 2 | 1 / 1 | $16,001 | 2020-04 → 2021-01 |
| PPL | PPL Corporation Common Stock (PPL) | Utilities | 2 | 1 / 1 | $16,001 | 2020-02 → 2020-12 |
| BLUE | bluebird bio, Inc. (bLuE) | — | 4 | 2 / 2 | $32,002 | 2020-04 → 2020-12 |
| CIEN | Ciena Corporation (CIEN) | Electronics | 2 | 1 / 1 | $16,001 | 2020-07 → 2020-11 |
| EOG | EOG Resources, Inc. Common Stock (EOG) | Oil & Gas | 1 | 0 / 1 | $8,001 | 2020-10 → 2020-10 |
| STT | State Street Corporation Common Stock (… | Banking | 4 | 0 / 4 | $32,002 | 2019-05 → 2020-10 |
| PBF | PbF Energy Inc. Class A (PbF) | Oil & Gas | 4 | 3 / 1 | $32,002 | 2019-09 → 2020-10 |
| FHB | First Hawaiian, Inc. - Common Stock (FH… | Banking | 3 | 1 / 2 | $24,002 | 2019-02 → 2020-09 |
| DOX | Amdocs Limited - Ordinary Shares (DOX) | Software & IT Services | 4 | 0 / 4 | $32,002 | 2019-02 → 2020-08 |
| HSIC | Henry Schein, Inc. - Common Stock (HSIC) | Wholesale | 2 | 1 / 1 | $16,001 | 2019-05 → 2020-08 |
| SYY | Sysco Corporation Common Stock (SYY) | Wholesale | 1 | 0 / 1 | $8,001 | 2020-07 → 2020-07 |
| FE | FirstEnergy Corp. Common Stock (FE) | Utilities | 6 | 4 / 2 | $48,003 | 2019-01 → 2020-07 |
| STOR | STORE Capital Corporation (STOR) | — | 3 | 0 / 3 | $24,002 | 2019-08 → 2020-07 |
| PM | Philip Morris International Inc | Food & Beverage | 7 | 0 / 7 | $56,004 | 2019-02 → 2020-07 |
| TFC | Truist Financial Corporation Common Sto… | Banking | 1 | 0 / 1 | $8,001 | 2020-06 → 2020-06 |
| BAX | Baxter International Inc. Common Stock … | Medical Devices | 3 | 0 / 3 | $24,002 | 2019-02 → 2020-05 |
| MHK | Mohawk Industries, Inc. (MHK) | Consumer Goods | 2 | 1 / 1 | $16,001 | 2019-05 → 2020-03 |
| WFC | Wells Fargo & Company Common Stock (WFC) | Banking | 5 | 0 / 5 | $40,003 | 2019-08 → 2020-03 |
| UBSI | United Bankshares, Inc. - Common Stock … | Banking | 2 | 0 / 2 | $16,001 | 2019-10 → 2020-03 |
| IR | Ingersoll Rand Inc | Industrials | 3 | 0 / 3 | $24,002 | 2020-02 → 2020-03 |
| CNK | Cinemark Holdings Inc Cinemark Holdings… | — | 1 | 0 / 1 | $8,001 | 2020-02 → 2020-02 |
| HBAN | Huntington Bancshares Incorporated - Co… | Banking | 2 | 0 / 2 | $16,001 | 2019-05 → 2020-02 |
| SU | Suncor Energy Inc. Common Stock (SU) | Oil & Gas | 5 | 5 / 0 | $40,003 | 2019-10 → 2019-12 |
| NI | NiSource Inc Common Stock (NI) | Utilities | 1 | 1 / 0 | $8,001 | 2019-12 → 2019-12 |
| CBT | Cabot Corporation (CbT) | — | 2 | 0 / 2 | $16,001 | 2019-12 → 2019-12 |
| SLB | Schlumberger N.V. | Oil & Gas | 2 | 0 / 2 | $16,001 | 2019-10 → 2019-11 |
| BEN | Franklin Resources, Inc. Common Stock (… | Capital Markets | 2 | 0 / 2 | $16,001 | 2019-09 → 2019-09 |
| WMGI | Wright Medical Group N.V. - ordinary Sh… | — | 3 | 2 / 1 | $24,002 | 2019-07 → 2019-08 |
| PDCE | PDC Energy, Inc. (PDCE) | — | 4 | 2 / 2 | $32,002 | 2019-03 → 2019-07 |
| KAR | KaR auction Services, Inc (KaR) | — | 2 | 1 / 1 | $16,001 | 2019-04 → 2019-07 |
| STI | SunTrust banks, Inc. (STI) | Technology Hardware | 2 | 0 / 2 | $16,001 | 2019-03 → 2019-06 |
| DXC | DXC Technology Company Common Stock (DX… | Software & IT Services | 2 | 0 / 2 | $16,001 | 2019-06 → 2019-06 |
| GIS | General Mills, Inc. Common Stock | Food & Beverage | 3 | 0 / 3 | $24,002 | 2019-04 → 2019-06 |
| BBT | Beacon Financial Corporation Common sto… | Banking | 3 | 3 / 0 | $24,002 | 2019-03 → 2019-05 |
| CNDT | Conduent Incorporated (CNDT) | — | 2 | 0 / 2 | $16,001 | 2019-05 → 2019-05 |
| WU | Western Union Company (The) Common Stock | Business Services | 2 | 0 / 2 | $16,001 | 2019-02 → 2019-05 |
| UBNT | ubiquiti Networks, Inc. (ubNT) | — | 2 | 0 / 2 | $16,001 | 2019-03 → 2019-04 |
| MCO | Moody's Corporation Common Stock | Business Services | 1 | 0 / 1 | $8,001 | 2019-04 → 2019-04 |
| MO | Altria Group, Inc. (MO) | Food & Beverage | 1 | 0 / 1 | $8,001 | 2019-03 → 2019-03 |
| NFG | National Fuel Gas Company (NFG) | Utilities | 2 | 0 / 2 | $16,001 | 2019-03 → 2019-03 |
| SBRA | Sabra Health Care REIT, Inc. (SBRA) | Investment Funds | 2 | 0 / 2 | $16,001 | 2019-03 → 2019-03 |
| MET | Metlife Inc | Insurance | 2 | 0 / 2 | $16,001 | 2019-01 → 2019-02 |
| WELL | Welltower Inc. Common Stock (WELL) | Investment Funds | 2 | 0 / 2 | $16,001 | 2019-02 → 2019-02 |
| ESL | Esterline Technologies Corporation (EsL) | — | 1 | 0 / 1 | $8,001 | 2019-01 → 2019-01 |
| APA | APA Corporation - Common Stock (APA) | Oil & Gas | 1 | 0 / 1 | $8,001 | 2018-12 → 2018-12 |
The Spread by year
| Year | Spread | Trades priced | Disclosed value |
|---|---|---|---|
| 2023 | +1.0% | 188 | $1,651,094 |
| 2022 | +2.0% | 125 | $1,000,063 |
| 2021 | +0.1% | 106 | $848,053 |
| 2020 | -4.9% | 107 | $856,054 |
| 2019 | +1.3% | 103 | $824,052 |
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 |
|---|---|---|---|---|---|---|
| 2023-09-08 | XEL | Xcel Energy Inc. (XEL) | sell | $1,001 – $15,000 | self | record |
| 2023-09-08 | WSO | Watsco, Inc. (WSO) | sell | $1,001 – $15,000 | self | record |
| 2023-09-08 | WAT | Waters Corporation (WAT) | sell | $1,001 – $15,000 | self | record |
| 2023-09-08 | WRB | W.R. Berkley Corporation (WRB) | sell | $1,001 – $15,000 | self | record |
| 2023-09-08 | VNT | Vontier Corporation (VNT) | sell | $1,001 – $15,000 | self | record |
| 2023-09-08 | UNP | Union Pacific Corporation (UNP) | sell | $1,001 – $15,000 | self | record |
| 2023-09-08 | ULTA | Ulta Beauty, Inc. (ULTA) | sell | $1,001 – $15,000 | self | record |
| 2023-09-08 | TT | Trane Technologies plc (TT) | sell | $1,001 – $15,000 | self | record |
| 2023-09-08 | TMO | Thermo Fisher Scientific Inc (TMO) | sell | $1,001 – $15,000 | self | record |
| 2023-09-08 | HSY | The Hershey Company (HSY) | sell | $1,001 – $15,000 | self | record |
| 2023-09-08 | CI | The Cigna Group (CI) | sell | $15,001 – $50,000 | self | record |
| 2023-09-08 | TXN | Texas Instruments Incorporated (TXN) | sell | $1,001 – $15,000 | self | record |
| 2023-09-08 | TEL | TE Connectivity Ltd. New Switzerland Registered Shares (TEL) | sell | $1,001 – $15,000 | self | record |
| 2023-09-08 | TGT | Target Corporation (TGT) | sell | $1,001 – $15,000 | self | record |
| 2023-09-08 | SUI | Sun Communities, Inc. (SUI) | sell | $1,001 – $15,000 | self | record |
| 2023-09-08 | SSNC | SS&C Technologies Holdings, Inc. (SSNC) | sell | $1,001 – $15,000 | self | record |
| 2023-09-08 | SO | Southern Company (SO) | sell | $1,001 – $15,000 | self | record |
| 2023-09-08 | SHW | Sherwin-Williams Company (SHW) | sell | $1,001 – $15,000 | self | record |
| 2023-09-08 | RGLD | Royal Gold, Inc. (RGLD) | sell | $1,001 – $15,000 | self | record |
| 2023-09-08 | PLD | ProLogis, Inc. (PLD) | sell | $15,001 – $50,000 | self | record |
| 2023-09-08 | PGR | Progressive Corporation (PGR) | sell | $1,001 – $15,000 | self | record |
| 2023-09-08 | POR | Portland General Electric Co (POR) | sell | $1,001 – $15,000 | self | record |
| 2023-09-08 | PNC | PNC Financial Services Group, Inc. (PNC) | sell | $1,001 – $15,000 | self | record |
| 2023-09-08 | PXD | Pioneer Natural Resources Company (PXD) | sell | $1,001 – $15,000 | self | record |
| 2023-09-08 | PFE | Pfizer, Inc. (PFE) | sell | $1,001 – $15,000 | self | record |
| 2023-09-08 | PEP | Pepsico, Inc. (PEP) | sell | $1,001 – $15,000 | self | record |
| 2023-09-08 | PCAR | PACCAR Inc. (PCAR) | sell | $1,001 – $15,000 | self | record |
| 2023-09-08 | NXPI | NXP Semiconductors N.V. (NXPI) | sell | $1,001 – $15,000 | self | record |
| 2023-09-08 | NOC | Northrop Grumman Corporation (NOC) | sell | $1,001 – $15,000 | self | record |
| 2023-09-08 | NSC | Norfolk Southern Corporation (NSC) | sell | $1,001 – $15,000 | self | record |
| 2023-09-08 | NSRGY | Nestle SA Sponsored ADR representing Registered Shares Series B (NSRGY) | sell | $1,001 – $15,000 | self | record |
| 2023-09-08 | NSA | National Storage Affiliates Trust Common Shares of Beneficial Interest (NSA) | sell | $1,001 – $15,000 | self | record |
| 2023-09-08 | NDAQ | Nasdaq, Inc. (NDAQ) | sell | $1,001 – $15,000 | self | record |
| 2023-09-08 | MS | Morgan Stanley (MS) | sell | $1,001 – $15,000 | self | record |
| 2023-09-08 | MRK | Merck & Company, Inc. Common Stock (MRK) | sell | $1,001 – $15,000 | self | record |
| 2023-09-08 | MCK | McKesson Corporation (MCK) | sell | $1,001 – $15,000 | self | record |
| 2023-09-08 | MCK | McKesson Corporation (MCK) | sell | $1,001 – $15,000 | self | record |
| 2023-09-08 | MMC | Marsh & McLennan Companies, Inc. (MMC) | sell | $1,001 – $15,000 | self | record |
| 2023-09-08 | MAR | Marriott International - Class A (MAR) | sell | $1,001 – $15,000 | self | record |
| 2023-09-08 | MKL | Markel Group Inc. (MKL) | sell | $1,001 – $15,000 | self | record |
| 2023-09-08 | MTB | M&T Bank Corporation (MTB) | sell | $1,001 – $15,000 | self | record |
| 2023-09-08 | LOW | Lowe's Companies, Inc. (LOW) | sell | $1,001 – $15,000 | self | record |
| 2023-09-08 | LKQ | LKQ Corporation (LKQ) | sell | $1,001 – $15,000 | self | record |
| 2023-09-08 | LBRDK | Liberty Broadband Corporation - Class C (LBRDK) | sell | $1,001 – $15,000 | self | record |
| 2023-09-08 | LAMR | Lamar Advertising Company - Class A (LAMR) | sell | $1,001 – $15,000 | self | record |
| 2023-09-08 | KLAC | KLA Corporation (KLAC) | sell | $1,001 – $15,000 | self | record |
| 2023-09-08 | KKR | KKR & Co. Inc. (KKR) | sell | $1,001 – $15,000 | self | record |
| 2023-09-08 | KVUE | Kenvue Inc. (KVUE) | sell | $1,001 – $15,000 | self | record |
| 2023-09-08 | JPM | JP Morgan Chase & Co. (JPM) | sell | $15,001 – $50,000 | self | record |
| 2023-09-08 | JNJ | Johnson & Johnson (JNJ) | sell | $1,001 – $15,000 | self | record |
| 2023-09-08 | ITW | Illinois Tool Works Inc. (ITW) | sell | $1,001 – $15,000 | self | record |
| 2023-09-08 | HUBB | Hubbell Inc (HUBB) | sell | $1,001 – $15,000 | self | record |
| 2023-09-08 | HON | Honeywell International Inc. (HON) | sell | $1,001 – $15,000 | self | record |
| 2023-09-08 | HES | Hess Corporation (HES) | sell | $1,001 – $15,000 | self | record |
| 2023-09-08 | HAL | Halliburton Company (HAL) | sell | $1,001 – $15,000 | self | record |
| 2023-09-08 | GL | Globe Life Inc. (GL) | sell | $1,001 – $15,000 | self | record |
| 2023-09-08 | GD | General Dynamics Corporation (GD) | sell | $1,001 – $15,000 | self | record |
| 2023-09-08 | IT | Gartner, Inc. (IT) | sell | $1,001 – $15,000 | self | record |
| 2023-09-08 | FLR | Fluor Corporation (FLR) | sell | $1,001 – $15,000 | self | record |
| 2023-09-08 | FAF | First American Corporation (FAF) | sell | $1,001 – $15,000 | self | record |
| 2023-09-08 | EXPD | Expeditors International of Washington, Inc. (EXPD) | sell | $1,001 – $15,000 | self | record |
| 2023-09-08 | ES | Eversource Energy (ES) | sell | $1,001 – $15,000 | self | record |
| 2023-09-08 | ETR | Entergy Corporation (ETR) | sell | $1,001 – $15,000 | self | record |
| 2023-09-08 | ETN | Eaton Corporation, PLC Ordinary Shares (ETN) | sell | $1,001 – $15,000 | self | record |
| 2023-09-08 | DD | DuPont de Nemours, Inc. (DD) | sell | $1,001 – $15,000 | self | record |
| 2023-09-08 | DUK | Duke Energy Corporation (DUK) | sell | $1,001 – $15,000 | self | record |
| 2023-09-08 | DORM | Dorman Products, Inc. (DORM) | sell | $1,001 – $15,000 | self | record |
| 2023-09-08 | D | Dominion Energy, Inc. (D) | sell | $1,001 – $15,000 | self | record |
| 2023-09-08 | FANG | Diamondback Energy, Inc. (FANG) | sell | $1,001 – $15,000 | self | record |
| 2023-09-08 | DEO | Diageo plc (DEO) | sell | $1,001 – $15,000 | self | record |
| 2023-09-08 | COP | ConocoPhillips (COP) | sell | $15,001 – $50,000 | self | record |
| 2023-09-08 | CMCSA | Comcast Corporation - Class A (CMCSA) | sell | $15,001 – $50,000 | self | record |
| 2023-09-08 | C | Citigroup, Inc. (C) | sell | $1,001 – $15,000 | self | record |
| 2023-09-08 | CB | Chubb Limited (CB) | sell | $1,001 – $15,000 | self | record |
| 2023-09-08 | CRL | Charles River Laboratories International, Inc. (CRL) | sell | $1,001 – $15,000 | self | record |
| 2023-09-08 | CBOE | Cboe Global Markets, Inc. (CBOE) | sell | $1,001 – $15,000 | self | record |
| 2023-09-08 | CASY | Caseys General Stores, Inc. (CASY) | sell | $1,001 – $15,000 | self | record |
| 2023-09-08 | BWXT | BWX Technologies, Inc. (BWXT) | sell | $1,001 – $15,000 | self | record |
| 2023-09-08 | BR | Broadridge Financial Solutions, Inc. (BR) | sell | $1,001 – $15,000 | self | record |
| 2023-09-08 | BSX | Boston Scientific Corporation (BSX) | sell | $1,001 – $15,000 | self | record |
| 2023-09-08 | BSX | Boston Scientific Corporation (BSX) | sell | $1,001 – $15,000 | self | record |
| 2023-09-08 | BAH | Booz Allen Hamilton Holding Corporation (BAH) | sell | $1,001 – $15,000 | self | record |
| 2023-09-08 | BIO | Bio-Rad Laboratories, Inc. Class A (BIO) | sell | $1,001 – $15,000 | self | record |
| 2023-09-08 | AVY | Avery Dennison Corporation (AVY) | sell | $1,001 – $15,000 | self | record |
| 2023-09-08 | ADSK | Autodesk, Inc. (ADSK) | sell | $1,001 – $15,000 | self | record |
| 2023-09-08 | AON | Aon plc Class A Ordinary Shares (AON) | sell | $15,001 – $50,000 | self | record |
| 2023-09-08 | ADI | Analog Devices, Inc. (ADI) | sell | $1,001 – $15,000 | self | record |
| 2023-09-08 | COLD | Americold Realty Trust, Inc. (COLD) | sell | $1,001 – $15,000 | self | record |
| 2023-09-08 | AXP | American Express Company (AXP) | sell | $1,001 – $15,000 | self | record |
| 2023-09-08 | LNT | Alliant Energy Corporation (LNT) | sell | $1,001 – $15,000 | self | record |
| 2023-09-08 | ARE | Alexandria Real Estate Equities, Inc. (ARE) | sell | $1,001 – $15,000 | self | record |
| 2023-09-08 | ACN | Accenture plc Class A Ordinary Shares (ACN) | sell | $1,001 – $15,000 | self | record |
| 2023-09-08 | ABBV | AbbVie Inc. (ABBV) | sell | $1,001 – $15,000 | self | record |
| 2023-09-08 | AOS | A.O. Smith Corporation (AOS) | sell | $1,001 – $15,000 | self | record |
| 2023-09-07 | PCAR | PACCAR Inc. (PCAR) | buy | $1,001 – $15,000 | self | record |
| 2023-09-06 | PCAR | PACCAR Inc. (PCAR) | buy | $1,001 – $15,000 | self | record |
| 2023-09-06 | MRK | Merck & Company, Inc. Common Stock (MRK) | sell | $1,001 – $15,000 | self | record |
| 2023-09-06 | JCI | Johnson Controls International plc Ordinary Share (JCI) | sell | $1,001 – $15,000 | self | record |
| 2023-09-06 | ABBV | AbbVie Inc. (ABBV) | buy | $1,001 – $15,000 | self | record |
| 2023-09-01 | DG | Dollar General Corporation (DG) | sell | $1,001 – $15,000 | self | record |
| 2023-08-31 | JCI | Johnson Controls International plc Ordinary Share (JCI) | sell | $1,001 – $15,000 | self | record |
| 2023-08-30 | JCI | Johnson Controls International plc Ordinary Share (JCI) | sell | $1,001 – $15,000 | self | record |
| 2023-08-30 | ABBV | AbbVie Inc. (ABBV) | buy | $1,001 – $15,000 | self | record |
| 2023-08-10 | WTW | Willis Towers Watson Public Limited Company - Ordinary Shares (WTW) | sell | $1,001 – $15,000 | self | record |
| 2023-08-10 | KVUE | Kenvue Inc. (KVUE) | buy | $1,001 – $15,000 | self | record |
| 2023-08-10 | JNJ | Johnson & Johnson (JNJ) | sell | $1,001 – $15,000 | self | record |
| 2023-08-09 | WTW | Willis Towers Watson Public Limited Company - Ordinary Shares (WTW) | sell | $1,001 – $15,000 | self | record |
| 2023-08-09 | SHV | iShares Short Treasury Bond ETF (SHV) | buy | $1,001 – $15,000 | self | record |
| 2023-08-09 | IFF | International Flavors & Fragrances, Inc. (IFF) | sell | $1,001 – $15,000 | self | record |
| 2023-08-07 | SHV | iShares Short Treasury Bond ETF (SHV) | buy | $1,001 – $15,000 | self | record |
| 2023-08-07 | NSP | Insperity, Inc. (NSP) | sell | $1,001 – $15,000 | self | record |
| 2023-08-04 | SEDG | SolarEdge Technologies, Inc. (SEDG) | sell | $1,001 – $15,000 | self | record |
| 2023-08-04 | LBRDK | Liberty Broadband Corporation - Class C (LBRDK) | sell | $1,001 – $15,000 | self | record |
| 2023-08-04 | — | iShares Short Treasury Bond ETF | buy | $1,001 – $15,000 | self | record |
| 2023-08-04 | NSP | Insperity, Inc. (NSP) | sell | $1,001 – $15,000 | self | record |
| 2023-08-04 | FLR | Fluor Corporation (FLR) | sell | $1,001 – $15,000 | self | record |
| 2023-08-03 | PLD | ProLogis, Inc. (PLD) | buy | $1,001 – $15,000 | self | record |
| 2023-08-03 | KVUE | Kenvue Inc. (KVUE) | buy | $1,001 – $15,000 | self | record |
| 2023-08-02 | TXN | Texas Instruments Incorporated (TXN) | sell | $1,001 – $15,000 | self | record |
| 2023-08-02 | PLD | ProLogis, Inc. (PLD) | buy | $1,001 – $15,000 | self | record |
| 2023-08-02 | MRK | Merck & Company, Inc. Common Stock (MRK) | sell | $1,001 – $15,000 | self | record |
| 2023-08-02 | KVUE | Kenvue Inc. (KVUE) | buy | $1,001 – $15,000 | self | record |
| 2023-07-26 | TGT | Target Corporation (TGT) | buy | $1,001 – $15,000 | self | record |
| 2023-07-26 | MS | Morgan Stanley (MS) | sell | $1,001 – $15,000 | self | record |
| 2023-07-14 | WRB | W.R. Berkley Corporation (WRB) | buy | $1,001 – $15,000 | self | record |
| 2023-07-14 | LKQ | LKQ Corporation (LKQ) | buy | $1,001 – $15,000 | self | record |
| 2023-07-13 | MAR | Marriott International - Class A (MAR) | sell | $1,001 – $15,000 | self | record |
| 2023-07-13 | DUK | Duke Energy Corporation (DUK) | buy | $1,001 – $15,000 | self | record |
| 2023-07-12 | PLD | ProLogis, Inc. (PLD) | buy | $1,001 – $15,000 | self | record |
| 2023-07-12 | NXPI | NXP Semiconductors N.V. (NXPI) | sell | $1,001 – $15,000 | self | record |
| 2023-06-29 | BIO | Bio-Rad Laboratories, Inc. Class A (BIO) | buy | $1,001 – $15,000 | self | record |
| 2023-06-28 | WSO | Watsco, Inc. (WSO) | sell | $1,001 – $15,000 | self | record |
| 2023-06-28 | TMO | Thermo Fisher Scientific Inc (TMO) | sell | $1,001 – $15,000 | self | record |
| 2023-06-28 | PFE | Pfizer, Inc. (PFE) | buy | $1,001 – $15,000 | self | record |
| 2023-06-28 | NSC | Norfolk Southern Corporation (NSC) | buy | $1,001 – $15,000 | self | record |
| 2023-06-28 | MRK | Merck & Company, Inc. Common Stock (MRK) | sell | $1,001 – $15,000 | self | record |
| 2023-06-28 | HUBB | Hubbell Inc (HUBB) | sell | $1,001 – $15,000 | self | record |
| 2023-06-28 | DD | DuPont de Nemours, Inc. (DD) | buy | $1,001 – $15,000 | self | record |
| 2023-06-28 | BWXT | BWX Technologies, Inc. (BWXT) | sell | $1,001 – $15,000 | self | record |
| 2023-06-28 | BIO | Bio-Rad Laboratories, Inc. Class A (BIO) | buy | $1,001 – $15,000 | self | record |
| 2023-06-21 | ETN | Eaton Corporation, PLC Ordinary Shares (ETN) | sell | $1,001 – $15,000 | self | record |
| 2023-06-21 | COP | ConocoPhillips (COP) | buy | $1,001 – $15,000 | self | record |
| 2023-06-14 | TGT | Target Corporation (TGT) | buy | $1,001 – $15,000 | self | record |
| 2023-06-14 | JPM | JP Morgan Chase & Co. (JPM) | sell | $1,001 – $15,000 | self | record |
| 2023-06-08 | D | Dominion Energy, Inc. (D) | buy | $1,001 – $15,000 | self | record |
| 2023-06-07 | SHW | Sherwin-Williams Company (SHW) | sell | $1,001 – $15,000 | self | record |
| 2023-06-07 | D | Dominion Energy, Inc. (D) | buy | $1,001 – $15,000 | self | record |
| 2023-06-06 | DG | Dollar General Corporation (DG) | sell | $1,001 – $15,000 | self | record |
| 2023-06-02 | GL | Globe Life Inc. (GL) | sell | $1,001 – $15,000 | self | record |
| 2023-06-02 | ES | Eversource Energy (ES) | buy | $1,001 – $15,000 | self | record |
| 2023-05-31 | CI | The Cigna Group (CI) | buy | $1,001 – $15,000 | self | record |
| 2023-05-31 | BSX | Boston Scientific Corporation (BSX) | sell | $1,001 – $15,000 | self | record |
| 2023-05-30 | BSX | Boston Scientific Corporation (BSX) | buy | $1,001 – $15,000 | self | record |
| 2023-05-30 | ARE | Alexandria Real Estate Equities, Inc. (ARE) | buy | $1,001 – $15,000 | self | record |
| 2023-05-26 | WRB | W.R. Berkley Corporation (WRB) | buy | $1,001 – $15,000 | self | record |
| 2023-05-24 | JCI | Johnson Controls International plc Ordinary Share (JCI) | sell | $1,001 – $15,000 | self | record |
| 2023-05-24 | GD | General Dynamics Corporation (GD) | buy | $1,001 – $15,000 | self | record |
| 2023-05-24 | JCI | 2000107063 Johnson Controls International plc Ordinary Share (JCI) | sell | $1,001 – $15,000 | self | record |
| 2023-05-22 | NSA | National Storage Affiliates Trust Common Shares of Beneficial Interest (NSA) | buy | $1,001 – $15,000 | self | record |
| 2023-05-19 | NSA | National Storage Affiliates Trust Common Shares of Beneficial Interest (NSA) | buy | $1,001 – $15,000 | self | record |
| 2023-05-16 | NSA | National Storage Affiliates Trust Common Shares of Beneficial Interest (NSA) | buy | $1,001 – $15,000 | self | record |
| 2023-05-16 | ARE | Alexandria Real Estate Equities, Inc. (ARE) | buy | $1,001 – $15,000 | self | record |
| 2023-05-03 | UI | Ubiquiti Inc. (UI) | sell | $1,001 – $15,000 | self | record |
| 2023-05-03 | PLD | ProLogis, Inc. (PLD) | buy | $1,001 – $15,000 | self | record |
| 2023-05-03 | CMCSA | Comcast Corporation - Class A (CMCSA) | sell | $1,001 – $15,000 | self | record |
| 2023-05-01 | WRB | W.R. Berkley Corporation (WRB) | buy | $1,001 – $15,000 | self | record |
| 2023-05-01 | BSX | Boston Scientific Corporation (BSX) | sell | $1,001 – $15,000 | self | record |
| 2023-04-26 | PPG | PPG Industries, Inc. (PPG) | sell | $1,001 – $15,000 | self | record |
| 2023-04-26 | PNC | PNC Financial Services Group, Inc. (PNC) | buy | $1,001 – $15,000 | self | record |
| 2023-04-25 | CRL | Charles River Laboratories International, Inc. (CRL) | buy | $1,001 – $15,000 | self | record |
| 2023-04-24 | VNT | Vontier Corporation (VNT) | sell | $1,001 – $15,000 | self | record |
| 2023-04-24 | HSY | The Hershey Company (HSY) | sell | $1,001 – $15,000 | self | record |
| 2023-04-24 | HES | Hess Corporation (HES) | sell | $1,001 – $15,000 | self | record |
| 2023-04-19 | UI | Ubiquiti Inc. (UI) | sell | $1,001 – $15,000 | self | record |
| 2023-04-19 | PPG | PPG Industries, Inc. (PPG) | sell | $1,001 – $15,000 | self | record |
| 2023-04-19 | PNC | PNC Financial Services Group, Inc. (PNC) | buy | $1,001 – $15,000 | self | record |
| 2023-04-19 | IT | Gartner, Inc. (IT) | sell | $1,001 – $15,000 | self | record |
| 2023-04-19 | EPAM | EPAM Systems, Inc. (EPAM) | sell | $1,001 – $15,000 | self | record |
| 2023-04-19 | BSX | Boston Scientific Corporation (BSX) | sell | $1,001 – $15,000 | self | record |
| 2023-04-05 | CI | The Cigna Group (CI) | buy | $1,001 – $15,000 | self | record |
| 2023-03-29 | BSX | Boston Scientific Corporation (BSX) | sell | $1,001 – $15,000 | self | record |
| 2023-03-29 | AXP | American Express Company (AXP) | buy | $1,001 – $15,000 | self | record |
| 2023-03-22 | PGR | Progressive Corporation (PGR) | sell | $1,001 – $15,000 | self | record |
| 2023-03-22 | JPM | JP Morgan Chase & Co. (JPM) | buy | $1,001 – $15,000 | self | record |
| 2023-03-22 | ITW | Illinois Tool Works Inc. (ITW) | sell | $1,001 – $15,000 | self | record |
| 2023-03-22 | COP | ConocoPhillips (COP) | buy | $1,001 – $15,000 | self | record |
| 2023-03-20 | HAL | Halliburton Company (HAL) | sell | $1,001 – $15,000 | self | record |
| 2023-03-20 | BOH | Bank of Hawaii Corporation (BOH) | sell | $1,001 – $15,000 | self | record |
| 2023-03-16 | ULTA | Ulta Beauty, Inc. (ULTA) | sell | $1,001 – $15,000 | self | record |
| 2023-03-16 | FLR | Fluor Corporation (FLR) | sell | $1,001 – $15,000 | self | record |
| 2023-03-16 | FRC | FIRST REPUBLIC BANK (FRC) | sell | $1,001 – $15,000 | self | record |
| 2023-03-02 | — | PNC Financial Services Group, Inc. | sell | $1,001 – $15,000 | self | record |
| 2023-03-02 | JPM | JP Morgan Chase & Co. (JPM) | buy | $1,001 – $15,000 | self | record |
| 2023-03-01 | PNC | PNC Financial Services Group, Inc. (PNC) | sell | $1,001 – $15,000 | self | record |
| 2023-03-01 | C | Citigroup, Inc. (C) | buy | $1,001 – $15,000 | self | record |
| 2023-02-23 | TEL | TE Connectivity Ltd. New Switzerland Registered Shares (TEL) | buy | $1,001 – $15,000 | self | record |
| 2023-02-22 | PNC | PNC Financial Services Group, Inc. (PNC) | sell | $1,001 – $15,000 | self | record |
| 2023-02-22 | NXPI | NXP Semiconductors N.V. (NXPI) | sell | $1,001 – $15,000 | self | record |
| 2023-02-22 | C | Citigroup, Inc. (C) | buy | $1,001 – $15,000 | self | record |
| 2023-02-20 | SHW | Sherwin-Williams Company (SHW) | buy | $1,001 – $15,000 | self | record |