Scott Franklin Republican · FL-18
House of Representatives · in office · serving since 2021 · born August 23, 1964
Wikipedia · Ballotpedia · Official site · GovTrack · OpenSecrets · FEC filings · Bioguide
Transactions
255
across 22 filings
Securities traded
57
1 active in 6 months
Disclosed range total
$9,606,500
sum of filed minimums
In plain language
Of 255 disclosed trades, 2 were flagged by the site's published rules — 0.8%.
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 |
|---|---|---|---|
| FL-18 | 118th–119th | 2023–2027 | district renumbered from 15 |
| FL-15 | 117th | 2021–2023 | 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 | 26 | majority | record |
| House Committee on Science, Space, and Technology | Member | 9 | majority | record |
Earlier Congresses
| Congress | Committee | Position | Observed |
|---|---|---|---|
| 118th | House Committee on Appropriations | Member | 2023-02 → 2024-11 |
| 118th | House Committee on Science, Space, and Technology | Member | 2023-02 → 2024-11 |
| 118th | House Committee on Veterans' Affairs | Member | 2023-02 → 2024-11 |
| 117th | House Committee on Armed Services | Member | 2021-03 → 2022-11 |
| 117th | House Committee on Oversight and Government Reform | Member | 2021-03 → 2022-11 |
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 |
|---|---|---|---|---|---|---|
| HSY | Hershey Foods Corp | Food & Beverage | 3 | 3 / 3 | $91,002 | 2026-02-10 |
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 |
|---|---|---|---|---|---|---|
| UNP | Union Pacific Corporation Common Stock … | Transportation | 4 | 4 / 0 | $99,002 | 2025-04 → 2025-10 |
| IVV | iShares Core S&P 500 ETF | — | 4 | 4 / 0 | $99,002 | 2023-04 → 2025-10 |
| NVO | Novo Nordisk A/S Common Stock | Pharmaceuticals & Biotech | 6 | 6 / 0 | $97,003 | 2025-03 → 2025-08 |
| CMCSA | Comcast Corporation - Class A Common St… | Telecommunications | 7 | 3 / 4 | $214,504 | 2023-02 → 2025-08 |
| UPS | United Parcel Service, Inc. Common Stoc… | Transportation | 9 | 3 / 6 | $212,505 | 2023-02 → 2025-07 |
| MCD | McDonald's Corporation Common Stock | Retail & Consumer | 5 | 3 / 2 | $89,003 | 2023-09 → 2025-06 |
| JNJ | Johnson & Johnson Common Stock (JNJ) | Pharmaceuticals & Biotech | 5 | 3 / 2 | $113,503 | 2023-09 → 2025-06 |
| MRK | Merck & Company, Inc. Common Stock (MRK) | Pharmaceuticals & Biotech | 4 | 2 / 2 | $56,502 | 2023-09 → 2025-06 |
| GOOG | Alphabet Inc. - Class C Capital Stock (… | Software & IT Services | 4 | 1 / 3 | $99,002 | 2023-09 → 2025-06 |
| PEP | Pepsico Inc | Food & Beverage | 4 | 2 / 2 | $56,502 | 2023-09 → 2025-06 |
| PG | Procter & Gamble Company (PG) | Chemicals | 4 | 2 / 2 | $81,002 | 2023-09 → 2025-06 |
| V | Visa Inc. (V) | Business Services | 3 | 1 / 2 | $73,002 | 2023-09 → 2025-06 |
| KVUE | Kenvue Inc. Common Stock (KVUE) | Chemicals | 3 | 0 / 3 | $16,448 | 2024-08 → 2025-06 |
| JPM | JP Morgan Chase & Co. Common Stock (JPM) | Banking | 6 | 1 / 5 | $188,503 | 2023-02 → 2025-06 |
| AAPL | Apple Inc. - Common Stock (AAPL) | Technology Hardware | 8 | 1 / 7 | $162,004 | 2023-02 → 2025-06 |
| WMT | Walmart Inc. Common Stock (WMT) | Retail & Consumer | 9 | 3 / 6 | $194,505 | 2022-09 → 2025-06 |
| HD | Home Depot, Inc. (HD) | Retail & Consumer | 5 | 3 / 2 | $113,503 | 2022-09 → 2025-06 |
| MSFT | Microsoft Corporation - Common Stock (M… | Software & IT Services | 7 | 2 / 5 | $185,504 | 2022-09 → 2025-06 |
| CSCO | Cisco Systems Inc | Technology Hardware | 6 | 2 / 4 | $164,003 | 2022-09 → 2025-06 |
| BRK.B | Berkshire Hathaway Inc. New Common Stoc… | — | 5 | 1 / 4 | $156,003 | 2023-02 → 2025-06 |
| BWIN | The Baldwin Insurance Group, Inc. - Cla… | Insurance | 3 | 0 / 3 | $3,782,502 | 2025-02 → 2025-04 |
| AMZN | Amazon.com, Inc. - Common Stock (AMZN) | Retail & Consumer | 3 | 3 / 0 | $91,002 | 2025-02 → 2025-02 |
| LMT | Lockheed Martin Corporation Common Stoc… | Defense & Aerospace | 7 | 6 / 1 | $147,504 | 2022-09 → 2025-02 |
| COST | Costco Wholesale | Retail & Consumer | 8 | 3 / 5 | $222,504 | 2023-04 → 2025-01 |
| ADP | Automatic Data Processing, Inc. - Commo… | Software & IT Services | 3 | 3 / 0 | $91,002 | 2024-09 → 2024-09 |
| ITW | Illinois Tool Works Inc | Industrials | 3 | 3 / 0 | $91,002 | 2024-09 → 2024-09 |
| SBUX | Starbucks Corporation - Common Stock | Retail & Consumer | 13 | 5 / 8 | $411,507 | 2022-09 → 2024-08 |
| ACN | Accenture Plc | Business Services | 3 | 3 / 0 | $91,002 | 2024-08 → 2024-08 |
| FBKWX | Fidelity Advisor Total Bond CL Z (FBKWX) | — | 6 | 3 / 3 | $431,003 | 2022-09 → 2024-08 |
| APD | Air Products and Chemicals, Inc. Common… | Chemicals | 3 | 3 / 0 | $91,002 | 2024-08 → 2024-08 |
| AMGN | Amgen Inc | Pharmaceuticals & Biotech | 3 | 3 / 0 | $91,002 | 2024-08 → 2024-08 |
| CB | Chubb Ltd | Insurance | 3 | 3 / 0 | $91,002 | 2024-08 → 2024-08 |
| GD | General Dynamics Corp | Industrials | 3 | 3 / 0 | $91,002 | 2024-08 → 2024-08 |
| QQQM | INVESCO EXCH TRADED FD TR II NASDAQ 100… | — | 3 | 3 / 0 | $91,002 | 2024-08 → 2024-08 |
| SDVY | FIRST TR EXCHANGE-TRADED FD VI SMID RIS… | — | 1 | 1 / 0 | $8,001 | 2024-08 → 2024-08 |
| LSYIX | LORD ABBETT SHORT DURATION HIGH YLD I (… | — | 5 | 5 / 0 | $174,003 | 2023-04 → 2024-08 |
| UNH | UnitedHealth Group Incorporated Common … | Insurance | 3 | 1 / 2 | $73,002 | 2023-02 → 2024-08 |
| PFE | Pfizer, Inc. Common Stock (PFE) | Pharmaceuticals & Biotech | 4 | 0 / 4 | $81,002 | 2023-02 → 2024-08 |
| LUBYX | Lord Abbett Ultra Short Bond Fund - Cla… | — | 5 | 3 / 2 | $231,503 | 2022-09 → 2024-08 |
| ONEQ | Fidelity Nasdaq Composite Index ETF | — | 2 | 1 / 1 | $40,501 | 2022-09 → 2024-08 |
| QQQ | Invesco QQQ Trust, Series 1 | — | 5 | 0 / 5 | $274,003 | 2023-02 → 2024-08 |
| DGRO | ISHARES TRUST CORE DIVID GWTH (DGRO) | — | 1 | 0 / 1 | $32,501 | 2024-08 → 2024-08 |
| IJR | S&P Smallcap Ishares Core ETF | — | 5 | 0 / 5 | $174,003 | 2023-02 → 2024-08 |
| NEE | NextEra Energy, Inc. Common Stock (NEE) | Utilities | 4 | 0 / 4 | $148,002 | 2023-02 → 2024-08 |
| DFS | Discover Financial Services Common Stoc… | — | 3 | 0 / 3 | $115,502 | 2023-09 → 2024-08 |
| FFRHX | FIDELITY FLOATING HIGH RATE INCOME (FFR… | — | 2 | 1 / 1 | $16,001 | 2023-04 → 2024-08 |
| BRKB | Berkshire Hathaway Inc. | — | 2 | 0 / 2 | $40,501 | 2024-08 → 2024-08 |
| FQAL | Fidelity Quality Factor ETF | — | 2 | 1 / 1 | $40,501 | 2023-04 → 2024-08 |
| BRP | The Baldwin Insurance Group, Inc. - Cla… | — | 6 | 0 / 5 | $10,758,004 | 2021-02 → 2024-05 |
| FMCSX | Fidelity Mid-Cap Stock Fund (FMCSX) | — | 2 | 0 / 2 | $16,001 | 2023-04 → 2023-09 |
| FCNTX | Fidelity Contrafund | — | 2 | 2 / 0 | $16,001 | 2022-09 → 2023-04 |
| BRK.A | Berkshire Hathaway Inc. (BRK.A) | — | 1 | 0 / 1 | $32,501 | 2023-02 → 2023-02 |
| PNC | PNC Financial Services Group, Inc. (PNC) | Banking | 1 | 0 / 1 | $32,501 | 2023-02 → 2023-02 |
| VZ | Verizon Communications Inc. Common Stoc… | Telecommunications | 1 | 0 / 1 | $75,001 | 2023-02 → 2023-02 |
| MDT | Medtronic plc. Ordinary Shares (MDT) | Medical Devices | 3 | 2 / 1 | $115,502 | 2022-09 → 2023-02 |
| IVW | iShares S&P 500 Growth ETF | — | 1 | 1 / 0 | $8,001 | 2022-09 → 2022-09 |
The Spread by year
| Year | Spread | Trades priced | Disclosed value |
|---|---|---|---|
| 2026 | +32.4% | 3 | $91,002 |
| 2025 | +1.5% | 44 | $1,030,022 |
| 2024 | -3.6% | 84 | $1,913,489 |
| 2023 | +4.9% | 49 | $1,815,525 |
| 2022 | +5.6% | 13 | $318,007 |
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 |
|---|---|---|---|---|---|---|
| 2026-02-10 | HSY | The Hershey Company Common Stock (HSY) | sell | $50,001 – $100,000 | self | record |
| 2026-02-10 | HSY | The Hershey Company Common Stock (HSY) | sell | $1,001 – $15,000 | spouse | record |
| 2026-02-10 | HSY | The Hershey Company Common Stock (HSY) | sell | $1,001 – $15,000 | self | record |
| 2025-10-14 | UNP | Union Pacific Corporation Common Stock (UNP) | buy | $1,001 – $15,000 | spouse | record |
| 2025-10-14 | UNP | Union Pacific Corporation Common Stock (UNP) | buy | $1,001 – $15,000 | self | record |
| 2025-10-14 | UNP | Union Pacific Corporation Common Stock (UNP) | buy | $50,001 – $100,000 | self | record |
| 2025-10-14 | IVV | iShares Core S&P 500 ETF (IVV) | buy | $50,001 – $100,000 | self | record |
| 2025-10-14 | IVV | iShares Core S&P 500 ETF (IVV) | buy | $1,001 – $15,000 | self | record |
| 2025-10-14 | IVV | iShares Core S&P 500 ETF (IVV) | buy | $1,001 – $15,000 | spouse | record |
| 2025-08-04 | NVO | Novo Nordisk A/S Common Stock (NVO) | buy | $1,001 – $15,000 | spouse | record |
| 2025-08-04 | NVO | Novo Nordisk A/S Common Stock (NVO) | buy | $1,001 – $15,000 | self | record |
| 2025-08-04 | NVO | Novo Nordisk A/S Common Stock (NVO) | buy | $1,001 – $15,000 | self | record |
| 2025-08-04 | NVO | Novo Nordisk A/S Common Stock (NVO) | buy | $15,001 – $50,000 | self | record |
| 2025-08-04 | CMCSA | Comcast Corporation - Class A Common Stock (CMCSA) | sell | $15,001 – $50,000 | self | record |
| 2025-08-04 | CMCSA | Comcast Corporation - Class A Common Stock (CMCSA) | sell | $1,001 – $15,000 | self | record |
| 2025-08-04 | CMCSA | Comcast Corporation - Class A Common Stock (CMCSA) | sell | $1,001 – $15,000 | spouse | record |
| 2025-07-22 | UPS | United Parcel Service, Inc. Common Stock (UPS) | sell | $50,001 – $100,000 | self | record |
| 2025-07-22 | UPS | United Parcel Service, Inc. Common Stock (UPS) | sell | $1,001 – $15,000 | spouse | record |
| 2025-07-22 | UPS | United Parcel Service, Inc. Common Stock (UPS) | sell | $1,001 – $15,000 | self | record |
| 2025-06-16 | WMT | Walmart Inc. Common Stock (WMT) | sell | $15,001 – $50,000 | joint | record |
| 2025-06-16 | V | Visa Inc. (V) | sell | $15,001 – $50,000 | joint | record |
| 2025-06-16 | UPS | United Parcel Service, Inc. Common Stock (UPS) | sell | $1,001 – $15,000 | joint | record |
| 2025-06-16 | PG | Procter & Gamble Company (PG) | sell | $15,001 – $50,000 | joint | record |
| 2025-06-16 | PEP | Pepsico, Inc. (PEP) | sell | $1,001 – $15,000 | joint | record |
| 2025-06-16 | MSFT | Microsoft Corporation - Common Stock (MSFT) | sell | $15,001 – $50,000 | joint | record |
| 2025-06-16 | MRK | Merck & Company, Inc. Common Stock (MRK) | sell | $1,001 – $15,000 | joint | record |
| 2025-06-16 | MCD | McDonald's Corporation Common Stock (MCD) | sell | $15,001 – $50,000 | joint | record |
| 2025-06-16 | KVUE | Kenvue Inc. Common Stock (KVUE) | sell | $1,001 – $15,000 | joint | record |
| 2025-06-16 | JPM | JP Morgan Chase & Co. Common Stock (JPM) | sell | $15,001 – $50,000 | joint | record |
| 2025-06-16 | JNJ | Johnson & Johnson Common Stock (JNJ) | sell | $15,001 – $50,000 | joint | record |
| 2025-06-16 | HD | Home Depot, Inc. (HD) | sell | $15,001 – $50,000 | joint | record |
| 2025-06-16 | CSCO | Cisco Systems, Inc. - Common Stock (CSCO) | sell | $1,001 – $15,000 | joint | record |
| 2025-06-16 | BRK.B | Berkshire Hathaway Inc. New Common Stock (BRK.B) | sell | $15,001 – $50,000 | joint | record |
| 2025-06-16 | AAPL | Apple Inc. - Common Stock (AAPL) | sell | $15,001 – $50,000 | joint | record |
| 2025-06-16 | GOOG | Alphabet Inc. - Class C Capital Stock (GOOG) | sell | $1,001 – $15,000 | joint | record |
| 2025-04-21 | UNP | Union Pacific Corporation Common Stock (UNP) | buy | $1,001 – $15,000 | spouse | record |
| 2025-04-10 | BWIN | The Baldwin Insurance Group, Inc. - Class A Common Stock (BWIN) | sell | $500,001 – $1,000,000 | joint | record |
| 2025-03-27 | NVO | Novo Nordisk A/S Common Stock (NVO) | buy | $15,001 – $50,000 | self | record |
| 2025-03-27 | NVO | Novo Nordisk A/S Common Stock (NVO) | buy | $1,001 – $15,000 | self | record |
| 2025-02-26 | AMZN | Amazon.com, Inc. - Common Stock (AMZN) | buy | $50,001 – $100,000 | self | record |
| 2025-02-26 | AMZN | Amazon.com, Inc. - Common Stock (AMZN) | buy | $1,001 – $15,000 | spouse | record |
| 2025-02-26 | AMZN | Amazon.com, Inc. - Common Stock (AMZN) | buy | $1,001 – $15,000 | self | record |
| 2025-02-19 | — | Fidelity Advisor Total Bond CL Z | buy | $1,001 – $15,000 | self | record |
| 2025-02-19 | — | Fidelity Advisor Total Bond CL Z | buy | $800 – $800 | spouse | record |
| 2025-02-19 | — | Fidelity Advisor Total Bond CL Z | buy | $1,001 – $15,000 | self | record |
| 2025-02-18 | LMT | Lockheed Martin Corporation Common Stock (LMT) | buy | $15,001 – $50,000 | self | record |
| 2025-02-18 | LMT | Lockheed Martin Corporation Common Stock (LMT) | buy | $1,001 – $15,000 | spouse | record |
| 2025-02-18 | LMT | Lockheed Martin Corporation Common Stock (LMT) | buy | $1,001 – $15,000 | self | record |
| 2025-02-07 | BWIN | The Baldwin Insurance Group, Inc. - Class A Common Stock (BWIN) | sell | $1,000,001 – $5,000,000 | joint | record |
| 2025-02-06 | BWIN | The Baldwin Insurance Group, Inc. - Class A Common Stock (BWIN) | sell | $15,001 – $50,000 | joint | record |
| 2025-01-28 | COST | Costco Wholesale Corporation - Common Stock (COST) | sell | $50,001 – $100,000 | self | record |
| 2025-01-28 | COST | Costco Wholesale Corporation - Common Stock (COST) | sell | $1,001 – $15,000 | spouse | record |
| 2025-01-28 | COST | Costco Wholesale Corporation - Common Stock (COST) | sell | $1,001 – $15,000 | self | record |
| 2024-09-25 | ITW | Illinois Tool Works Inc. Common Stock (ITW) | buy | $1,001 – $15,000 | self | record |
| 2024-09-25 | ITW | Illinois Tool Works Inc. Common Stock (ITW) | buy | $50,001 – $100,000 | self | record |
| 2024-09-25 | ITW | Illinois Tool Works Inc. Common Stock (ITW) | buy | $1,001 – $15,000 | spouse | record |
| 2024-09-25 | ADP | Automatic Data Processing, Inc. - Common Stock (ADP) | buy | $1,001 – $15,000 | spouse | record |
| 2024-09-24 | ADP | Automatic Data Processing, Inc. - Common Stock (ADP) | buy | $1,001 – $15,000 | self | record |
| 2024-09-24 | ADP | Automatic Data Processing, Inc. - Common Stock (ADP) | buy | $50,001 – $100,000 | self | record |
| 2024-08-14 | SBUX | Starbucks Corporation - Common Stock (SBUX) | sell | $1,001 – $15,000 | spouse | record |
| 2024-08-14 | SBUX | Starbucks Corporation - Common Stock (SBUX) | sell | $100,001 – $250,000 | self | record |
| 2024-08-14 | SBUX | Starbucks Corporation - Common Stock (SBUX) | sell | $1,001 – $15,000 | self | record |
| 2024-08-14 | SBUX | Starbucks Corporation - Common Stock (SBUX) | sell | $1,001 – $15,000 | joint | record |
| 2024-08-07 | UPS | United Parcel Service, Inc. Common Stock (UPS) | buy | $15,001 – $50,000 | self | record |
| 2024-08-07 | HSY | The Hershey Company Common Stock (HSY) | buy | $50,001 – $100,000 | self | record |
| 2024-08-07 | SBUX | Starbucks Corporation - Common Stock (SBUX) | buy | $15,001 – $50,000 | self | record |
| 2024-08-07 | MCD | McDonald's Corporation Common Stock (MCD) | buy | $1,001 – $15,000 | self | record |
| 2024-08-07 | LSYIX | LORD ABBETT SHORT DURATION HIGH YLD I (LSYIX) | buy | $50,001 – $100,000 | self | record |
| 2024-08-07 | JNJ | Johnson & Johnson Common Stock (JNJ) | buy | $15,001 – $50,000 | self | record |
| 2024-08-07 | QQQM | INVESCO EXCHANGE TRADED FD TR II NASDAQ 100 ETF (QQQM) | buy | $50,001 – $100,000 | self | record |
| 2024-08-07 | GD | General Dynamics Corporation Common Stock (GD) | buy | $50,001 – $100,000 | self | record |
| 2024-08-07 | — | FIRST TR EXCHANGE-TRADED FD VI SMID RISING ETF | buy | $50,001 – $100,000 | self | record |
| 2024-08-07 | FBKWX | FIDELITY ADVISOR TOTAL BOND CL Z (FBKWX) | buy | $100,001 – $250,000 | self | record |
| 2024-08-07 | CB | Chubb Limited Common Stock (CB) | buy | $50,001 – $100,000 | self | record |
| 2024-08-07 | AMGN | Amgen Inc. - Common Stock (AMGN) | buy | $50,001 – $100,000 | self | record |
| 2024-08-07 | APD | Air Products and Chemicals, Inc. Common Stock (APD) | buy | $50,001 – $100,000 | self | record |
| 2024-08-07 | ACN | Accenture plc Class A Ordinary Shares (ACN) | buy | $50,001 – $100,000 | self | record |
| 2024-08-07 | WMT | Walmart Inc. Common Stock (WMT) | buy | $1,001 – $15,000 | spouse | record |
| 2024-08-07 | V | Visa Inc. (V) | buy | $1,001 – $15,000 | spouse | record |
| 2024-08-07 | UNH | UnitedHealth Group Incorporated Common Stock (UNH) | buy | $1,001 – $15,000 | spouse | record |
| 2024-08-07 | UPS | United Parcel Service, Inc. Common Stock (UPS) | buy | $1,001 – $15,000 | spouse | record |
| 2024-08-07 | HSY | The Hershey Company Common Stock (HSY) | buy | $1,001 – $15,000 | spouse | record |
| 2024-08-07 | SBUX | Starbucks Corporation - Common Stock (SBUX) | buy | $1,001 – $15,000 | spouse | record |
| 2024-08-07 | PG | Procter & Gamble Company (PG) | buy | $1,001 – $15,000 | spouse | record |
| 2024-08-07 | PEP | Pepsico, Inc. (PEP) | buy | $1,001 – $15,000 | spouse | record |
| 2024-08-07 | MSFT | Microsoft Corporation - Common Stock (MSFT) | buy | $1,001 – $15,000 | spouse | record |
| 2024-08-07 | MRK | Merck & Company, Inc. Common Stock (MRK) | buy | $1,001 – $15,000 | spouse | record |
| 2024-08-07 | MCD | McDonald's Corporation Common Stock (MCD) | buy | $1,001 – $15,000 | spouse | record |
| 2024-08-07 | LSYIX | LORD ABBETT SHORT DURATION HIGH YLD I (LSYIX) | buy | $1,001 – $15,000 | spouse | record |
| 2024-08-07 | LMT | Lockheed Martin Corporation Common Stock (LMT) | buy | $1,001 – $15,000 | spouse | record |
| 2024-08-07 | JPM | JP Morgan Chase & Co. Common Stock (JPM) | buy | $1,001 – $15,000 | spouse | record |
| 2024-08-07 | JNJ | Johnson & Johnson Common Stock (JNJ) | buy | $1,001 – $15,000 | spouse | record |
| 2024-08-07 | QQQM | INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF (QQQM) | buy | $1,001 – $15,000 | spouse | record |
| 2024-08-07 | HD | Home Depot, Inc. (HD) | buy | $1,001 – $15,000 | spouse | record |
| 2024-08-07 | GD | General Dynamics Corporation Common Stock (GD) | buy | $1,001 – $15,000 | spouse | record |
| 2024-08-07 | SDVY | FIRST TR EXCHANGE-TRADED FD VI SMID RISNG ETF (SDVY) | buy | $1,001 – $15,000 | spouse | record |
| 2024-08-07 | FBKWX | Fidelity Advisor Total Bond CL Z (FBKWX) | buy | $1,001 – $15,000 | spouse | record |
| 2024-08-07 | COST | Costco Wholesale Corporation - Common Stock (COST) | buy | $1,001 – $15,000 | spouse | record |
| 2024-08-07 | CMCSA | Comcast Corporation - Class A Common Stock (CMCSA) | buy | $1,001 – $15,000 | spouse | record |
| 2024-08-07 | CB | Chubb Limited Common Stock (CB) | buy | $1,001 – $15,000 | spouse | record |
| 2024-08-07 | BRK.B | Berkshire Hathaway Inc. New Common Stock (BRK.B) | buy | $1,001 – $15,000 | spouse | record |
| 2024-08-07 | AAPL | Apple Inc. - Common Stock (AAPL) | buy | $1,001 – $15,000 | spouse | record |
| 2024-08-07 | AMGN | Amgen Inc. - Common Stock (AMGN) | buy | $1,001 – $15,000 | spouse | record |
| 2024-08-07 | GOOG | Alphabet Inc. - Class C Capital Stock (GOOG) | buy | $1,001 – $15,000 | spouse | record |
| 2024-08-07 | APD | Air Products and Chemicals, Inc. Common Stock (APD) | buy | $1,001 – $15,000 | spouse | record |
| 2024-08-07 | ACN | Accenture plc Class A Ordinary Shares (ACN) | buy | $1,001 – $15,000 | spouse | record |
| 2024-08-06 | WMT | Walmart Inc. Common Stock (WMT) | sell | $15,001 – $50,000 | self | record |
| 2024-08-06 | PFE | Pfizer, Inc. Common Stock (PFE) | sell | $15,001 – $50,000 | self | record |
| 2024-08-06 | NEE | NextEra Energy, Inc. Common Stock (NEE) | sell | $50,001 – $100,000 | self | record |
| 2024-08-06 | MSFT | Microsoft Corporation - Common Stock (MSFT) | sell | $15,001 – $50,000 | self | record |
| 2024-08-06 | LUBYX | Lord Abbott Ultra Short Bond CL I (LUBYX) | sell | $1,001 – $15,000 | spouse | record |
| 2024-08-06 | — | LORD ABBETT ULTRA SHORT BOND CL I | sell | $100,001 – $250,000 | self | record |
| 2024-08-06 | KVUE | Kenvue Inc. Common Stock (KVUE) | sell | $1,001 – $15,000 | self | record |
| 2024-08-06 | JPM | JP Morgan Chase & Co. Common Stock (JPM) | sell | $15,001 – $50,000 | self | record |
| 2024-08-06 | DGRO | ISHARES TRUST CORE DIVID GWTH (DGRO) | sell | $15,001 – $50,000 | spouse | record |
| 2024-08-06 | IJR | ISHARES CORE S&P SMALL CAP E (IJR) | sell | $50,001 – $100,000 | self | record |
| 2024-08-06 | IJR | ISHARES CORE S&P SMALL CAP E (IJR) | sell | $1,001 – $15,000 | spouse | record |
| 2024-08-06 | — | ISHARES CORE S&P 500 ETF | sell | $15,001 – $50,000 | spouse | record |
| 2024-08-06 | QQQ | INVESCO QQQ TR UNIT SER 1 (QQQ) | sell | $100,001 – $250,000 | self | record |
| 2024-08-06 | FQAL | FIDELITY QUALITY FACTOR ETF (FQAL) | sell | $15,001 – $50,000 | spouse | record |
| 2024-08-06 | ONEQ | FIDELITY NASDAQ COMPOSITE INDEX ETF (ONEQ) | sell | $15,001 – $50,000 | spouse | record |
| 2024-08-06 | FFRHX | FIDELITY FLOATING HIGH RATE INCOME (FFRHX) | sell | $1,001 – $15,000 | spouse | record |
| 2024-08-06 | — | FIDELITY CONTRAFUND | sell | $15,001 – $50,000 | spouse | record |
| 2024-08-06 | DFS | Discover Financial Services Common Stock (DFS) | sell | $50,001 – $100,000 | self | record |
| 2024-08-06 | COST | Costco Wholesale Corporation - Common Stock (COST) | sell | $15,001 – $50,000 | self | record |
| 2024-08-06 | — | Cisco Systems, Inc. - Common Stock | sell | $50,001+ | self | record |
| 2024-08-06 | BRKB | BERKSHIRE HATHAWAY INC COM USD0.0033 CLASS B (BRKB) | sell | $15,001 – $50,000 | self | record |
| 2024-08-06 | AAPL | Apple Inc. - Common Stock (AAPL) | sell | $15,001 – $50,000 | self | record |
| 2024-08-02 | UPS | United Parcel Service, Inc. Common Stock (UPS) | buy | $1,001 – $15,000 | self | record |
| 2024-08-02 | HSY | The Hershey Company Common Stock (HSY) | buy | $1,001 – $15,000 | self | record |
| 2024-08-02 | SBUX | Starbucks Corporation - Common Stock (SBUX) | buy | $1,001 – $15,000 | self | record |
| 2024-08-02 | PG | Procter & Gamble Company (PG) | buy | $1,001 – $15,000 | self | record |
| 2024-08-02 | PEP | Pepsico, Inc. (PEP) | buy | $1,001 – $15,000 | self | record |
| 2024-08-02 | MRK | Merck & Company, Inc. Common Stock (MRK) | buy | $1,001 – $15,000 | self | record |
| 2024-08-02 | MCD | McDonald's Corporation Common Stock (MCD) | buy | $1,001 – $15,000 | self | record |
| 2024-08-02 | LSYIX | LORD ABBETT SHORT DURATION HIGH YLD I (LSYIX) | buy | $1,001 – $15,000 | self | record |
| 2024-08-02 | JNJ | Johnson & Johnson Common Stock (JNJ) | buy | $1,001 – $15,000 | self | record |
| 2024-08-02 | QQQM | INVESCO EXCHANGE TRADED FD TR II NASDAQ 100 ETF (QQQM) | buy | $1,001 – $15,000 | self | record |
| 2024-08-02 | GD | General Dynamics Corporation Common Stock (GD) | buy | $1,001 – $15,000 | self | record |
| 2024-08-02 | — | FIRST TR EXCHANGE-TRADED FD VI SMID RISING ETF | buy | $1,001 – $15,000 | self | record |
| 2024-08-02 | FBKWX | FIDELITY ADVISOR TOTAL BOND CL Z (FBKWX) | buy | $15,001 – $50,000 | self | record |
| 2024-08-02 | CB | Chubb Limited Common Stock (CB) | buy | $1,001 – $15,000 | self | record |
| 2024-08-02 | AMGN | Amgen Inc. - Common Stock (AMGN) | buy | $1,001 – $15,000 | self | record |
| 2024-08-02 | APD | Air Products and Chemicals, Inc. Common Stock (APD) | buy | $1,001 – $15,000 | self | record |
| 2024-08-02 | ACN | Accenture plc Class A Ordinary Shares (ACN) | buy | $1,001 – $15,000 | self | record |
| 2024-08-01 | WMT | Walmart Inc. Common Stock (WMT) | sell | $1,001 – $15,000 | self | record |
| 2024-08-01 | PFE | Pfizer, Inc. Common Stock (PFE) | sell | $1,001 – $15,000 | self | record |
| 2024-08-01 | NEE | NextEra Energy, Inc. Common Stock (NEE) | sell | $1,001 – $15,000 | self | record |
| 2024-08-01 | — | Lord Abbott Ultra Short Bond CL I | sell | $1,001 – $15,000 | self | record |
| 2024-08-01 | LMT | Lockheed Martin Corporation Common Stock (LMT) | sell | $1,001 – $15,000 | self | record |
| 2024-08-01 | KVUE | Kenvue Inc. Common Stock (KVUE) | sell | $447 – $447 | self | record |
| 2024-08-01 | JPM | JP Morgan Chase & Co. Common Stock (JPM) | sell | $1,001 – $15,000 | self | record |
| 2024-08-01 | — | IShares Core S&P Small Cap E | sell | $1,001 – $15,000 | self | record |
| 2024-08-01 | — | INVESCO QQQ TR UNIT SER 1 | sell | $15,001 – $50,000 | self | record |
| 2024-08-01 | — | FIDELITY MID CAP STOCK | sell | $1,001 – $15,000 | self | record |
| 2024-08-01 | DFS | Discover Financial Services Common Stock (DFS) | sell | $1,001 – $15,000 | self | record |
| 2024-08-01 | COST | Costco Wholesale Corporation - Common Stock (COST) | sell | $1,001 – $15,000 | self | record |
| 2024-08-01 | CSCO | Cisco Systems, Inc. - Common Stock (CSCO) | sell | $1,001 – $15,000 | self | record |
| 2024-08-01 | BRKB | BERKSHIRE HATHAWAY INC COM USD0.0033 CLASS B (BRKB) | sell | $1,001 – $15,000 | self | record |
| 2024-08-01 | AAPL | Apple Inc. - Common Stock (AAPL) | sell | $1,001 – $15,000 | self | record |
| 2024-08-01 | GOOG | Alphabet Inc. - Class C Capital Stock (GOOG) | sell | $1,001 – $15,000 | self | record |
| 2024-05-08 | BRP | The Baldwin Insurance Group, Inc. - Class A Common Stock (BRP) | sell | $500,001 – $1,000,000 | joint | record |
| 2024-04-09 | BRP | BRP Group, Inc. - Class A Common Stock (BRP) | sell | $1,001 – $15,000 | joint | record |
| 2024-03-21 | BRP | BRP Group, Inc. - Class A Common Stock (BRP) | sell | $1,000,001 – $5,000,000 | joint | record |
| 2024-01-30 | WMT | Walmart Inc. Common Stock (WMT) | sell | $1,001 – $15,000 | joint | record |
| 2024-01-30 | SBUX | Starbucks Corporation - Common Stock (SBUX) | sell | $1,001 – $15,000 | joint | record |
| 2024-01-30 | BRK.B | Berkshire Hathaway Inc. New Common Stock (BRK.B) | sell | $1,001 – $15,000 | joint | record |
| 2024-01-30 | AAPL | Apple Inc. - Common Stock (AAPL) | sell | $1,001 – $15,000 | joint | record |
| 2023-09-11 | WMT | Walmart Inc. (WMT) | sell | $15,001 – $50,000 | joint | record |
| 2023-09-11 | V | Visa Inc. (V) | sell | $15,001 – $50,000 | joint | record |
| 2023-09-11 | UNH | UnitedHealth Group Incorporated Common Stock (UNH) | sell | $15,001 – $50,000 | joint | record |
| 2023-09-11 | UPS | United Parcel Service, Inc. (UPS) | sell | $15,001 – $50,000 | joint | record |
| 2023-09-11 | SBUX | Starbucks Corporation (SBUX) | sell | $15,001 – $50,000 | joint | record |
| 2023-09-11 | PG | Procter & Gamble Company (PG) | sell | $15,001 – $50,000 | joint | record |
| 2023-09-11 | PFE | Pfizer, Inc. (PFE) | sell | $1,001 – $15,000 | joint | record |
| 2023-09-11 | PEP | Pepsico, Inc. (PEP) | sell | $15,001 – $50,000 | joint | record |
| 2023-09-11 | NEE | NextEra Energy, Inc. (NEE) | sell | $15,001 – $50,000 | joint | record |
| 2023-09-11 | MSFT | Microsoft Corporation (MSFT) | sell | $15,001+ | joint | record |
| 2023-09-11 | MRK | Merck & Company, Inc. Common Stock (MRK) | sell | $15,001 – $50,000 | joint | record |
| 2023-09-11 | MCD | McDonald's Corporation (MCD) | sell | $15,001 – $50,000 | joint | record |
| 2023-09-11 | JPM | JP Morgan Chase & Co. (JPM) | sell | $15,001 – $50,000 | joint | record |
| 2023-09-11 | JNJ | Johnson & Johnson (JNJ) | sell | $15,001 – $50,000 | joint | record |
| 2023-09-11 | IJR | iShares Core S&P Small-Cap ETF (IJR) | sell | $1,001 – $15,000 | joint | record |
| 2023-09-11 | QQQ | Invesco QQQ Trust, Series 1 (QQQ) | sell | $1,001 – $15,000 | joint | record |
| 2023-09-11 | HD | Home Depot, Inc. (HD) | sell | $15,001 – $50,000 | joint | record |
| 2023-09-11 | — | Fidelity Money Market Fund - Premium Class | sell | $50,001 – $100,000 | joint | record |
| 2023-09-11 | FMCSX | Fidelity Mid-Cap Stock Fund (FMCSX) | sell | $1,001 – $15,000 | joint | record |
| 2023-09-11 | DFS | Discover Financial Services (DFS) | sell | $15,001 – $50,000 | joint | record |
| 2023-09-11 | CSCO | Cisco Systems, Inc. (CSCO) | sell | $50,001 – $100,000 | joint | record |
| 2023-09-11 | BRK.B | Berkshire Hathaway Inc. New (BRK.B) | sell | $15,001 – $50,000 | joint | record |
| 2023-09-11 | AAPL | Apple Inc. (AAPL) | sell | $15,001 – $50,000 | joint | record |
| 2023-09-11 | GOOG | Alphabet Inc. - Class C Capital Stock (GOOG) | sell | $50,001 – $100,000 | joint | record |
| 2023-04-19 | SBUX | Starbucks Corporation (SBUX) | sell | $1,001 – $15,000 | joint | record |
| 2023-04-19 | LUBYX | LUBYX | sell | $1,001 – $15,000 | self | record |
| 2023-04-19 | LSYIX | LSYIX | buy | $1,001 – $15,000 | self | record |
| 2023-04-19 | LSYIX | LSYIX | buy | $50,001 – $100,000 | self | record |
| 2023-04-19 | IJR | iShares Core S&P Small-Cap ETF (IJR) | sell | $1,001 – $15,000 | joint | record |
| 2023-04-19 | IVV | iShares Core S&P 500 ETF (IVV) | buy | $1,001 – $15,000 | spouse | record |
| 2023-04-19 | QQQ | Invesco QQQ Trust, Series 1 (QQQ) | sell | $1,001 – $15,000 | joint | record |
| 2023-04-19 | — | FSKAX | sell | $1,001 – $15,000 | self | record |
Filings not yet machine-readable (6)
Scanned or handwritten disclosures our parser could not read. They are listed here rather than hidden — the original document is one click away.
- 2022-04-08 — filing 8218641 (image)
- 2021-10-20 — filing 8218405 (image)
- 2021-06-15 — filing 8218110 (image)
- 2021-06-15 — filing 8218111 (image)
- 2021-06-08 — filing 8218078 (image)
- 2021-05-20 — filing 8218040 (image)