THE REFS BET
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Zoe Lofgren Democrat · CA-18

House of Representatives · in office · serving since 1995 · born December 21, 1947

Transactions 351 across 27 filings
Securities traded 128 0 active in 6 months
Disclosed range total $829,351 sum of filed minimums
Huddle pairings 84 examine

In plain language

Of 351 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

SeatCongressesServedChange
CA-18 118th–119th 2023–2027 district renumbered from 19
CA-19 113th–117th 2013–2023 district renumbered from 16
CA-16 104th–112th 1995–2013 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)

CommitteePositionRankSideJurisdiction
House Committee on Science, Space, and Technology Ranking Member 1 minority
House Committee on the Judiciary Member 3 minority

Earlier Congresses

CongressCommitteePositionObserved
118thHouse Committee on Science, Space, and Technology Ranking Member 2023-02 → 2024-11
118thHouse Committee on the Judiciary Member 2023-02 → 2024-11
117thHouse Committee on House Administration Chair 2021-03 → 2022-11
117thHouse Committee on Science, Space, and Technology Member 2021-03 → 2022-11
117thHouse Committee on the Judiciary Member 2021-03 → 2022-11
117thJoint Committee of Congress on the Library Chairperson 2021-07 → 2022-11
117thJoint Committee on Printing Vice Chairperson 2021-07 → 2022-11
116thHouse Committee on House Administration Chair 2019-01 → 2020-12
116thHouse Committee on Science, Space, and Technology Member 2019-01 → 2020-12
116thHouse Committee on the Judiciary Member 2019-01 → 2020-12
116thJoint Committee of Congress on the Library Member 2019-01 → 2019-01
115thHouse Committee on House Administration Member 2017-01 → 2018-12
115thHouse Committee on Science, Space, and Technology Member 2017-01 → 2018-12
115thHouse Committee on the Judiciary Member 2017-01 → 2018-12
115thJoint Committee of Congress on the Library Member 2017-01 → 2018-12
114thHouse Committee on House Administration Member 2015-02 → 2016-12
114thHouse Committee on Science, Space, and Technology Member 2015-02 → 2016-12
114thHouse Committee on the Judiciary Member 2015-02 → 2016-12
114thJoint Committee of Congress on the Library Member 2015-02 → 2016-12
113thHouse Committee on House Administration Member 2013-01 → 2014-11
113thHouse Committee on Science, Space, and Technology Member 2013-01 → 2014-11
113thHouse Committee on the Judiciary Member 2013-01 → 2014-11
113thJoint Committee of Congress on the Library Member 2013-08 → 2014-11
112thHouse Committee on House Administration Member 2012-11 → 2012-11
112thHouse Committee on Science, Space, and Technology Member 2012-11 → 2012-11
112thHouse Committee on the Judiciary Member 2012-11 → 2012-11

The published roster covers only the sitting Congress, so earlier assignments are reconstructed from the dated version history of that same public dataset, sampled monthly back to 2012. Observed is the span across which we actually saw the seat held — it is evidence of tenure, not a precise start and end date, and a seat that changed hands between two monthly samples may be dated up to a month out. Committees with no history recorded are absent because no snapshot showed them, which is not evidence the member held no seat.

Currently trading — last 6 months

0 securities

No transactions disclosed in the last 6 months.

Previously traded

128 securities

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.

TickerSecuritySectorTrades Buys / SellsTotal valueActive
UNH UnitedHealth Group Incorporated Common … Insurance 7 3 / 4 $56,004 2019-09 → 2023-05
UNP Union Pacific Corporation Common Stock … Transportation 4 2 / 2 $105,502 2020-03 → 2023-05
AEP American Electric Power Company, Inc. (… Utilities 4 1 / 3 $32,002 2020-03 → 2023-05
BAC Bank of America Corp Banking 4 1 / 3 $56,502 2020-03 → 2023-05
VZ Verizon Communications Inc. Common Stoc… Telecommunications 5 2 / 3 $40,003 2020-03 → 2023-05
CSCO Cisco Systems Inc Technology Hardware 5 2 / 3 $40,003 2020-06 → 2023-05
ABBV Abbvie Inc Pharmaceuticals & Biotech 2 1 / 1 $16,001 2021-08 → 2023-05
AMT American Tower Corporation (AMT) Investment Funds 2 1 / 1 $16,001 2021-08 → 2023-05
BUD Anheuser-Busch Inbev SA Sponsored ADR (… Food & Beverage 4 2 / 2 $32,002 2021-08 → 2023-05
AMAT Applied Materials, Inc. - Common Stock Semiconductors 4 2 / 2 $56,502 2021-08 → 2023-05
CVS CVS Health Corporation Common Stock (CV… Retail & Consumer 3 1 / 2 $24,002 2021-08 → 2023-05
MS Morgan Stanley Common Stock (MS) Capital Markets 2 1 / 1 $16,001 2021-08 → 2023-05
NTAP NetApp, Inc. Technology Hardware 2 1 / 1 $16,001 2021-08 → 2023-05
PFE Pfizer, Inc. Common Stock (PFE) Pharmaceuticals & Biotech 4 2 / 2 $32,002 2021-08 → 2023-05
WBA Walgreens Boots Alliance, Inc. - Common… 2 1 / 1 $16,001 2021-08 → 2023-05
WBK Westpac Banking Corporation (WBK) 2 1 / 1 $16,001 2021-08 → 2023-05
AMZN Amazon.com, Inc. - Common Stock (AMZN) Retail & Consumer 4 2 / 2 $32,002 2021-09 → 2023-05
CAT Caterpillar, Inc. Common Stock (CAT) Industrials 2 1 / 1 $16,001 2021-10 → 2023-05
WFC Wells Fargo & Company Common Stock (WFC) Banking 2 1 / 1 $16,001 2021-10 → 2023-05
C Citigroup Inc Banking 2 1 / 1 $16,001 2022-03 → 2023-05
KLAC KLA Corporation - Common Stock (KLAC) Medical Devices 5 2 / 3 $40,003 2022-04 → 2023-05
BMO Bank of Montreal Banking 1 0 / 1 $8,001 2023-05 → 2023-05
JEF Jefferies Financial Group Inc. (JEF) Capital Markets 1 0 / 1 $8,001 2023-05 → 2023-05
OCLCF Oracle Corporation Ordinary Shares (OCL… 1 0 / 1 $32,501 2023-05 → 2023-05
USB U.S. Bancorp Common Stock Banking 1 0 / 1 $8,001 2023-05 → 2023-05
ADBE Adobe Systems Inc Software & IT Services 5 2 / 3 $40,003 2019-09 → 2023-05
MA Mastercard Incorporated Common Stock (M… Business Services 5 2 / 3 $40,003 2019-09 → 2023-05
V Visa Inc. (V) Business Services 5 2 / 3 $40,003 2019-09 → 2023-05
ZTS Zoetis Inc. Class A Common Stock (ZTS) Pharmaceuticals & Biotech 5 2 / 3 $40,003 2019-09 → 2023-05
PLD Prologis Inc Investment Funds 4 1 / 2 $32,002 2020-02 → 2023-05
AON Aon plc Class A Ordinary Shares (Irelan… Insurance 4 3 / 1 $32,002 2020-02 → 2023-05
TMUS T-Mobile US, Inc. - Common Stock Telecommunications 5 3 / 2 $40,003 2020-02 → 2023-05
AWK American Water Works Company, Inc. Comm… Utilities 3 1 / 2 $24,002 2020-03 → 2023-05
ARCC Ares Capital Corporation - Closed End F… 3 1 / 2 $24,002 2020-03 → 2023-05
T AT&T Inc. (T) Telecommunications 3 1 / 2 $24,002 2020-03 → 2023-05
AGR Avangrid, Inc. (AGR) 3 1 / 2 $24,002 2020-03 → 2023-05
BRK.B Berkshire Hathaway Inc. New Common Stoc… 3 1 / 2 $24,002 2020-03 → 2023-05
CINF Cincinnati Financial Corporation - Comm… Insurance 2 0 / 2 $16,001 2020-03 → 2023-05
CTAS Cintas Corporation - Common Stock Consumer Goods 4 2 / 2 $32,002 2020-03 → 2023-05
CME CME Group Inc. - Class A Common Stock (… Capital Markets 3 1 / 2 $24,002 2020-03 → 2023-05
KO Coca-Cola Company Food & Beverage 3 1 / 2 $24,002 2020-03 → 2023-05
CMCSA Comcast Corporation - Class A Common St… Telecommunications 3 1 / 2 $24,002 2020-03 → 2023-05
COST Costco Wholesale Retail & Consumer 3 1 / 2 $24,002 2020-03 → 2023-05
DHR Danaher Corp Medical Devices 3 1 / 2 $24,002 2020-03 → 2023-05
D Dominion Energy Inc Utilities 2 0 / 2 $16,001 2020-03 → 2023-05
DUK Duke Energy Corp Utilities 2 0 / 2 $16,001 2020-03 → 2023-05
EW Edwards Lifesciences Corporation Common… Medical Devices 4 2 / 2 $32,002 2020-03 → 2023-05
ES Eversource Energy Utilities 3 1 / 2 $24,002 2020-03 → 2023-05
JPM JP Morgan Chase & Co. Common Stock (JPM) Banking 4 2 / 2 $32,002 2020-03 → 2023-05
MCD McDonald's Corporation Common Stock Retail & Consumer 2 0 / 2 $16,001 2020-03 → 2023-05
MRK Merck & Company, Inc. Common Stock (MRK) Pharmaceuticals & Biotech 3 1 / 2 $24,002 2020-03 → 2023-05
MAA Mid-America Apartment Communities, Inc.… 2 0 / 2 $16,001 2020-03 → 2023-05
NNN NNN REIT, Inc. Common Stock (NNN) Investment Funds 3 1 / 2 $24,002 2020-03 → 2023-05
NEE NextEra Energy, Inc. Common Stock (NEE) Utilities 3 1 / 2 $24,002 2020-03 → 2023-05
PAYX Paychex Inc Business Services 2 0 / 2 $16,001 2020-03 → 2023-05
PEP Pepsico Inc Food & Beverage 3 1 / 2 $24,002 2020-03 → 2023-05
PG Procter & Gamble Company (PG) Chemicals 2 0 / 2 $16,001 2020-03 → 2023-05
TMO Thermo Fisher Scientific Inc Medical Devices 4 2 / 2 $32,002 2020-03 → 2023-05
TT Trane Technologies plc (TT) Medical Devices 4 2 / 2 $32,002 2020-03 → 2023-05
DIS Walt Disney Company Media & Entertainment 4 2 / 2 $32,002 2020-03 → 2023-05
HCA HCA Healthcare, Inc. Common Stock (HCA) Healthcare Services 4 2 / 2 $32,002 2020-06 → 2023-05
GIS General Mills, Inc. Common Stock Food & Beverage 4 2 / 2 $32,002 2020-06 → 2023-05
QCOM QUALCOMM Incorporated - Common Stock (Q… Electronics 4 2 / 2 $32,002 2020-06 → 2023-05
ACN Accenture Plc Business Services 3 2 / 1 $24,002 2021-08 → 2023-05
BX Blackstone Inc Capital Markets 3 2 / 1 $24,002 2021-08 → 2023-05
NXPI NXP Semiconductors N.V. - Common Stock … Semiconductors 3 2 / 1 $24,002 2021-08 → 2023-05
SBUX Starbucks Corporation - Common Stock Retail & Consumer 3 2 / 1 $24,002 2021-08 → 2023-05
SHW Sherwin-Williams Company Retail & Consumer 2 1 / 1 $16,001 2021-09 → 2023-05
TRU TransUnion (TRU) Business Services 2 1 / 1 $16,001 2021-09 → 2023-05
ASML ASML Holding N.V. - New York Registry S… Industrials 2 1 / 1 $16,001 2021-09 → 2023-05
BCE BCE, Inc. (BCE) 2 1 / 1 $16,001 2021-09 → 2023-05
EQIX Equinix, Inc. - Common Stock (EQIX) Investment Funds 2 1 / 1 $16,001 2021-09 → 2023-05
FITB Fifth Third Bancorp - Common Stock Opti… Banking 2 1 / 1 $16,001 2021-09 → 2023-05
FHN First Horizon Corporation (FHN) Banking 2 1 / 1 $16,001 2021-09 → 2023-05
HIG The Hartford Insurance Group, Inc. Comm… Insurance 2 1 / 1 $16,001 2021-09 → 2023-05
ODFL Old Dominion Freight Line, Inc. - Commo… Transportation 2 1 / 1 $16,001 2021-09 → 2023-05
ROP Roper Technologies, Inc. (ROP) Medical Devices 2 1 / 1 $16,001 2021-09 → 2023-05
SPGI S&P Global Inc. Common Stock (SPGI) Business Services 2 1 / 1 $16,001 2021-09 → 2023-05
TJX TJX Companies Retail & Consumer 2 1 / 1 $16,001 2021-09 → 2023-05
LCID Lucid Group, Inc. (LCID) 2 1 / 1 $16,001 2021-10 → 2023-05
BDX Becton, Dickinson and Company Common St… Medical Devices 2 1 / 1 $16,001 2022-09 → 2023-05
GILD Gilead Sciences Inc Pharmaceuticals & Biotech 2 1 / 1 $16,001 2022-09 → 2023-05
PWR Quanta Services, Inc. Common Stock (PWR) Construction 2 1 / 1 $16,001 2022-09 → 2023-05
CCI Crown Castle Inc. Common Stock (CCI) Investment Funds 1 0 / 1 $8,001 2023-05 → 2023-05
DECK Deckers Outdoor Corporation (DECK) Materials 1 0 / 1 $8,001 2023-05 → 2023-05
EMR Emerson Electric Company Electronics 1 0 / 1 $8,001 2023-05 → 2023-05
ETR Entergy Corporation Common Stock (ETR) Utilities 1 0 / 1 $8,001 2023-05 → 2023-05
IPG Interpublic Group of Companies, Inc. (I… 1 0 / 1 $8,001 2023-05 → 2023-05
MET Metlife Inc Insurance 1 0 / 1 $8,001 2023-05 → 2023-05
SON Sonoco Products Company (SON) 1 0 / 1 $8,001 2023-05 → 2023-05
SO Southern Company (SO) Utilities 1 0 / 1 $32,501 2023-05 → 2023-05
CRL Charles River Laboratories Internationa… Business Services 2 1 / 1 $16,001 2021-09 → 2022-08
EXPE Expedia Group, Inc. (EXPE) Other 2 1 / 1 $16,001 2021-09 → 2022-08
ALLY Ally Financial Inc. Common Stock (ALLY) Banking 3 2 / 1 $24,002 2021-08 → 2022-06
SYF Synchrony Financial Common Stock (SYF) Banking 2 1 / 1 $16,001 2021-09 → 2022-04
HD Home Depot, Inc. (HD) Retail & Consumer 4 2 / 2 $32,002 2020-03 → 2021-10
WMT Walmart Inc. Common Stock (WMT) Retail & Consumer 3 1 / 2 $24,002 2020-03 → 2021-10
MDNDF Mcdonalds Company Ltd Tokyo Ordinary Sh… 1 1 / 0 $8,001 2021-09 → 2021-09
NWL Newell Brands Inc. (NWL) Materials 1 1 / 0 $8,001 2021-09 → 2021-09
PGX Invesco Preferred ETF (PgX) 1 1 / 0 $8,001 2021-09 → 2021-09
WM Waste Management, Inc. Common Stock (WM) Utilities 1 0 / 1 $8,001 2020-07 → 2020-07
GOOGL Alphabet Inc. - Class A Common Stock (G… Software & IT Services 2 0 / 2 $16,001 2019-09 → 2020-03
PHM PulteGroup, Inc. Common Stock Construction 2 0 / 2 $16,001 2019-09 → 2020-03
WPC W. P. Carey Inc. REIT (WPC) Investment Funds 2 0 / 2 $16,001 2019-09 → 2020-03
AAPL Apple Inc. - Common Stock (AAPL) Technology Hardware 1 0 / 1 $8,001 2020-03 → 2020-03
CB Chubb Ltd Insurance 1 0 / 1 $8,001 2020-03 → 2020-03
CMS CMS Energy Corporation Common Stock (CM… Utilities 1 0 / 1 $8,001 2020-03 → 2020-03
CL Colgate-Palmolive Company Chemicals 1 0 / 1 $8,001 2020-03 → 2020-03
ESS Essex Property Trust, Inc. Common Stock… Investment Funds 1 0 / 1 $8,001 2020-03 → 2020-03
FB Meta Platforms, Inc. - Class A (FB) 1 0 / 1 $8,001 2020-03 → 2020-03
HTA Healthcare Trust of America, Inc. Class… 1 0 / 1 $8,001 2020-03 → 2020-03
INTC Intel Corporation - Common Stock (INTC) Semiconductors 1 0 / 1 $8,001 2020-03 → 2020-03
JNJ Johnson & Johnson Common Stock (JNJ) Pharmaceuticals & Biotech 1 0 / 1 $8,001 2020-03 → 2020-03
KMB Kimberly-Clark Corporation Common Stock… Materials 1 0 / 1 $8,001 2020-03 → 2020-03
LAMR Lamar Advertising Company - Class A (LA… 1 0 / 1 $8,001 2020-03 → 2020-03
MSFT Microsoft Corporation - Common Stock (M… Software & IT Services 1 0 / 1 $8,001 2020-03 → 2020-03
XEL Xcel Energy Inc. (XEL) Utilities 1 0 / 1 $8,001 2020-03 → 2020-03
APH Amphenol Corporation Common Stock (APH) Semiconductors 1 0 / 1 $8,001 2020-03 → 2020-03
MGA Magna International, Inc. Common Stock … Automotive 1 0 / 1 $8,001 2020-03 → 2020-03
PNC PNC Financial Services Group, Inc. (PNC) Banking 1 0 / 1 $8,001 2020-03 → 2020-03
EPR EPR Properties (EPR) 1 0 / 1 $8,001 2020-03 → 2020-03
SYY Sysco Corporation Common Stock (SYY) Wholesale 1 0 / 1 $8,001 2020-03 → 2020-03
PRU Prudential Financial, Inc. Common Stock… Insurance 1 0 / 1 $8,001 2020-03 → 2020-03
SIX Six Flags Entertainment Corporation New… 1 0 / 1 $8,001 2019-10 → 2019-10
BLK Blackrock Inc Capital Markets 1 0 / 1 $8,001 2019-09 → 2019-09
CMA Comerica Incorporated (CMA) 1 0 / 1 $8,001 2019-09 → 2019-09
STI SunTrust banks, Inc. (STI) Technology Hardware 1 0 / 1 $8,001 2019-07 → 2019-07
BABA Alibaba Group Holding Limited American … Business Services 1 0 / 1 $8,001 2018-12 → 2018-12

The Spread by year

YearSpreadTrades pricedDisclosed value
2023 +1.9% 82 $729,541
2022 +1.0% 18 $193,009
2021 -0.9% 95 $784,548
2020 +2.6% 60 $480,030
2019 -11.0% 8 $64,004

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

DateTickerAssetActionAmount (as filed)OwnerFiling
2025-12-11 Lynwood Unified School District GO Bonds sell $100,001 – $250,000 joint
2025-12-11 California State Public Works Board Lease Revenue Bonds, Ser. D sell $1,001 – $15,000 joint
2023-05-26 WBK Westpac Banking Corporation (WBK) sell $1,001 – $15,000 spouse
2023-05-26 WFC Wells Fargo & Company (WFC) sell $1,001 – $15,000 spouse
2023-05-26 WBA Walgreens Boots Alliance, Inc. (WBA) sell $1,001 – $15,000 spouse
2023-05-26 VZ Verizon Communications Inc. (VZ) sell $1,001 – $15,000 spouse
2023-05-26 UNH UnitedHealth Group Incorporated Common Stock (DE) (UNH) sell $1,001 – $15,000 spouse
2023-05-26 UNP Union Pacific Corporation (UNP) sell $15,001 – $50,000 spouse
2023-05-26 USB U.S. Bancorp (USB) sell $1,001 – $15,000 spouse
2023-05-26 PFE Pfizer, Inc. (PFE) sell $1,001 – $15,000 spouse
2023-05-26 Paramount Global Ltd. sell $1,001 – $15,000 spouse
2023-05-26 OCLCF Oracle Corporation Ordinary Shares (OCLCF) sell $15,001 – $50,000 spouse
2023-05-26 NTAP NetApp, Inc. (NTAP) sell $1,001 – $15,000 spouse
2023-05-26 MS Morgan Stanley (MS) sell $1,001 – $15,000 spouse
2023-05-26 KLAC KLA Corporation (KLAC) sell $1,001 – $15,000 spouse
2023-05-26 JEF Jefferies Financial Group Inc. (JEF) sell $1,001 – $15,000 spouse
2023-05-26 CVS CVS Health Corporation (CVS) sell $1,001 – $15,000 spouse
2023-05-26 C Citigroup, Inc. (C) sell $1,001 – $15,000 spouse
2023-05-26 CSCO Cisco Systems, Inc. (CSCO) sell $1,001 – $15,000 spouse
2023-05-26 CAT Caterpillar, Inc. (CAT) sell $1,001 – $15,000 spouse
2023-05-26 BMO Bank Of Montreal (BMO) sell $1,001 – $15,000 spouse
2023-05-26 BAC Bank of America Corporation (BAC) sell $15,001 – $50,000 spouse
2023-05-26 AMAT Applied Materials, Inc. (AMAT) sell $1,001 – $15,000 spouse
2023-05-26 BUD Anheuser-Busch Inbev SA Sponsored ADR (Belgium) (BUD) sell $1,001 – $15,000 spouse
2023-05-26 AMT American Tower Corporation (REIT) (AMT) sell $1,001 – $15,000 spouse
2023-05-26 AEP American Electric Power Company, Inc. (AEP) sell $1,001 – $15,000 spouse
2023-05-26 AMZN Amazon.com, Inc. (AMZN) sell $1,001 – $15,000 spouse
2023-05-26 ABBV AbbVie Inc. (ABBV) sell $1,001 – $15,000 spouse
2023-05-25 ZTS Zoetis Inc. Class A (ZTS) sell $1,001 – $15,000 spouse
2023-05-25 DIS Walt Disney Company (DIS) sell $1,001 – $15,000 spouse
2023-05-25 V Visa Inc. (V) sell $1,001 – $15,000 spouse
2023-05-25 VZ Verizon Communications Inc. (VZ) sell $1,001 – $15,000 spouse
2023-05-25 UNH UnitedHealth Group Incorporated Common Stock (UNH) sell $1,001 – $15,000 spouse
2023-05-25 TRU TransUnion (TRU) sell $1,001 – $15,000 spouse
2023-05-25 TT Trane Technologies plc (TT) sell $1,001 – $15,000 spouse
2023-05-25 TMUS T-Mobile US, Inc. (TMUS) sell $1,001 – $15,000 spouse
2023-05-25 TJX TJX Companies, Inc. (TJX) sell $1,001 – $15,000 spouse
2023-05-25 TMO Thermo Fisher Scientific Inc (TMO) sell $1,001 – $15,000 spouse
2023-05-25 SBUX Starbucks Corporation (SBUX) sell $1,001 – $15,000 spouse
2023-05-25 SO Southern Company (SO) sell $15,001 – $50,000 joint
2023-05-25 SON Sonoco Products Company (SON) sell $1,001 – $15,000 spouse
2023-05-25 SHW Sherwin-Williams Company (SHW) sell $1,001 – $15,000 spouse
2023-05-25 SPGI S&P Global Inc. (SPGI) sell $1,001 – $15,000 spouse
2023-05-25 ROP Roper Technologies, Inc. (ROP) sell $1,001 – $15,000 spouse
2023-05-25 PWR Quanta Services, Inc. (PWR) sell $1,001 – $15,000 spouse
2023-05-25 QCOM QUALCOMM Incorporated (QCOM) sell $1,001 – $15,000 spouse
2023-05-25 PLD ProLogis, Inc. (PLD) sell $1,001 – $15,000 spouse
2023-05-25 PG Procter & Gamble Company (PG) sell $1,001 – $15,000 spouse
2023-05-25 PEP Pepsico, Inc. (PEP) sell $1,001 – $15,000 spouse
2023-05-25 PAYX Paychex, Inc. (PAYX) sell $1,001 – $15,000 spouse
2023-05-25 ODFL Old Dominion Freight Line, Inc. (ODFL) sell $1,001 – $15,000 spouse
2023-05-25 NXPI NXP Semiconductors N.V. (NXPI) sell $1,001 – $15,000 spouse
2023-05-25 NNN NNN REIT, Inc. (NNN) sell $1,001 – $15,000 spouse
2023-05-25 NEE NextEra Energy, Inc. (NEE) sell $1,001 – $15,000 spouse
2023-05-25 MAA Mid-America Apartment Communities, Inc. (MAA) sell $1,001 – $15,000 spouse
2023-05-25 MET MetLife, Inc. (MET) sell $1,001 – $15,000 spouse
2023-05-25 MRK Merck & Company, Inc. Common Stock (MRK) sell $1,001 – $15,000 spouse
2023-05-25 MCD McDonald's Corporation (MCD) sell $1,001 – $15,000 spouse
2023-05-25 MA Mastercard Incorporated (MA) sell $1,001 – $15,000 spouse
2023-05-25 LCID Lucid Group, Inc. (LCID) sell $1,001 – $15,000 joint
2023-05-25 JPM JP Morgan Chase & Co. (JPM) sell $1,001 – $15,000 spouse
2023-05-25 IPG Interpublic Group of Companies, Inc. (IPG) sell $1,001 – $15,000 spouse
2023-05-25 HCA HCA Healthcare, Inc. (HCA) sell $1,001 – $15,000 spouse
2023-05-25 HIG Hartford Financial Services Group, Inc. (HIG) sell $1,001 – $15,000 spouse
2023-05-25 GILD Gilead Sciences, Inc. (GILD) sell $1,001 – $15,000 spouse
2023-05-25 GIS General Mills, Inc. (GIS) sell $1,001 – $15,000 spouse
2023-05-25 FHN First Horizon Corporation (FHN) sell $1,001 – $15,000 spouse
2023-05-25 FITB Fifth Third Bancorp (FITB) sell $1,001 – $15,000 spouse
2023-05-25 ES Eversource Energy (ES) sell $1,001 – $15,000 spouse
2023-05-25 EQIX Equinix, Inc. (EQIX) sell $1,001 – $15,000 spouse
2023-05-25 ETR Entergy Corporation (ETR) sell $1,001 – $15,000 spouse
2023-05-25 EMR Emerson Electric Company (EMR) sell $1,001 – $15,000 spouse
2023-05-25 EW Edwards Lifesciences Corporation (EW) sell $1,001 – $15,000 spouse
2023-05-25 DUK Duke Energy Corporation (DUK) sell $1,001 – $15,000 spouse
2023-05-25 D Dominion Energy, Inc. (D) sell $1,001 – $15,000 spouse
2023-05-25 DECK Deckers Outdoor Corporation (DECK) sell $1,001 – $15,000 joint
2023-05-25 DHR Danaher Corporation (DHR) sell $1,001 – $15,000 spouse
2023-05-25 CCI Crown Castle Inc. (CCI) sell $1,001 – $15,000 spouse
2023-05-25 COST Costco Wholesale Corporation (COST) sell $1,001 – $15,000 spouse
2023-05-25 CMCSA Comcast Corporation - Class A (CMCSA) sell $1,001 – $15,000 spouse
2023-05-25 KO Coca-Cola Company (KO) sell $1,001 – $15,000 spouse
2023-05-25 CME CME Group Inc. - Class A (CME) sell $1,001 – $15,000 spouse
2023-05-25 CSCO Cisco Systems, Inc. (CSCO) sell $1,001 – $15,000 spouse
2023-05-25 CTAS Cintas Corporation (CTAS) sell $1,001 – $15,000 spouse
2023-05-25 CINF Cincinnati Financial Corporation (CINF) sell $1,001 – $15,000 spouse
2023-05-25 BX Blackstone Inc. (BX) sell $1,001 – $15,000 spouse
2023-05-25 BRK.B Berkshire Hathaway Inc. New (BRK.B) sell $1,001 – $15,000 spouse
2023-05-25 BDX Becton, Dickinson and Company (BDX) sell $1,001 – $15,000 spouse
2023-05-25 BCE BCE, Inc. (BCE) sell $1,001 – $15,000 spouse
2023-05-25 BAC Bank of America Corporation (BAC) sell $1,001 – $15,000 spouse
2023-05-25 AGR Avangrid, Inc. (AGR) sell $1,001 – $15,000 spouse
2023-05-25 T AT&T Inc. (T) sell $1,001 – $15,000 spouse
2023-05-25 ASML ASML Holding N.V. - New York Registry Shares (ASML) sell $1,001 – $15,000 spouse
2023-05-25 ARCC Ares Capital Corporation - Closed End Fund (ARCC) sell $1,001 – $15,000 spouse
2023-05-25 AON Aon plc Class A Ordinary Shares (AON) sell $1,001 – $15,000 spouse
2023-05-25 BUD Anheuser-Busch Inbev SA Sponsored ADR (BUD) sell $1,001 – $15,000 spouse
2023-05-25 AWK American Water Works Company, Inc. (AWK) sell $1,001 – $15,000 spouse
2023-05-25 AEP American Electric Power Company, Inc. (AEP) sell $1,001 – $15,000 spouse
2023-05-25 ADBE Adobe Inc. (ADBE) sell $1,001 – $15,000 spouse
2023-05-25 ACN Accenture plc Class A Ordinary Shares (ACN) sell $1,001 – $15,000 spouse
2023-03-11 Deskworks Inc. sell $100,001 – $250,000 spouse
2022-10-06 Credit Suisse USA Inc. sell $1,001 – $15,000 spouse
2022-09-09 PWR Quanta Services, Inc. (PWR) buy $1,001 – $15,000 spouse
2022-09-09 GILD Gilead Sciences, Inc. (GILD) buy $1,001 – $15,000 spouse
2022-09-09 BDX Becton, Dickinson and Company (BDX) buy $1,001 – $15,000 spouse
2022-09-09 BAC Bank of America Corporation (BAC) buy $1,001 – $15,000 spouse
2022-09-09 BUD Anheuser-Busch Inbev SA Sponsored ADR (BUD) buy $1,001 – $15,000 spouse
2022-09-09 AEP Texas Inc. buy $1,001 – $15,000 spouse
2022-08-25 DIS Walt Disney Company (DIS) buy $1,001 – $15,000 spouse
2022-08-25 CRL Charles River Laboratories International, Inc. (CRL) sell $1,001 – $15,000 spouse
2022-08-25 AMAT Applied Materials, Inc. (AMAT) sell $1,001 – $15,000 spouse
2022-08-25 EXPE Expedia Group, Inc. (EXPE) sell $1,001 – $15,000 spouse
2022-07-08 KLAC KLA Corporation (KLAC) sell $1,001 – $15,000 spouse
2022-07-08 KLAC 2000096286 SP KLA Corporation (KLAC) sell $1,001 – $15,000 self
2022-06-15 ALLY Ally Financial Inc. (ALLY) sell $1,001 – $15,000 spouse
2022-04-28 SYF Synchrony Financial (SYF) sell $1,001 – $15,000 spouse
2022-04-04 UNP Union Pacific Corporation (UNP) buy $15,001 – $50,000 spouse
2022-04-04 KLAC KLA Corporation (KLAC) buy $1,001 – $15,000 spouse
2022-04-04 KLAC 2000093459 SP KLA Corporation (KLAC) buy $1,001 – $15,000 self
2022-04-04 UNP 2000093460 SP Union Pacific Corporation (UNP) buy $15,001 – $50,000 self
2022-03-15 Tyson Foods Inc sell $1,001 – $15,000 spouse
2022-03-04 Vodafone Group PLC buy $1,001 – $15,000 spouse
2022-03-04 C Citigroup, Inc. (C) buy $1,001 – $15,000 spouse
2022-03-04 AMZN Amazon.com, Inc. (AMZN) buy $1,001 – $15,000 spouse
2021-12-14 general Motors Finl Co (corporate bond) sell $1,001 – $15,000 spouse
2021-10-15 AMZN Amazon.com, Inc. (AMZN) sell $1,001 – $15,000 spouse
2021-10-13 WMT Walmart Inc. (WMT) sell $1,001 – $15,000 spouse
2021-10-13 PFE Pfizer, Inc. (PFE) sell $1,001 – $15,000 spouse
2021-10-13 LCID Lucid group, Inc. (LCID) buy $1,001 – $15,000 joint
2021-10-13 HD Home Depot, Inc. (HD) sell $1,001 – $15,000 spouse
2021-10-05 WFC Wells Fargo & Company (WFC) Med. Term Note buy $1,001 – $15,000 spouse
2021-10-05 CAT Caterpillar, Inc. (CAT) buy $1,001 – $15,000 spouse
2021-09-30 VZ Verizon Communications Inc. (VZ) buy $1,001 – $15,000 spouse
2021-09-30 TJX TJX Companies, Inc. (TJX) buy $1,001 – $15,000 spouse
2021-09-30 SYF Synchrony Financial (SYF) buy $1,001 – $15,000 spouse
2021-09-30 SPGI S&P global Inc. (SPgI) buy $1,001 – $15,000 spouse
2021-09-30 ROP Roper Technologies, Inc. (ROP) buy $1,001 – $15,000 spouse
2021-09-30 QCOM QuALCOMM Incorporated (QCOM) buy $1,001 – $15,000 spouse
2021-09-30 PLD ProLogis, Inc. (PLd) buy $1,001 – $15,000 spouse
2021-09-30 PFE Pfizer, Inc. (PFE) buy $1,001 – $15,000 spouse
2021-09-30 PEP Pepsico, Inc. (PEP) buy $1,001 – $15,000 spouse
2021-09-30 ODFL Old dominion Freight Line, Inc. (OdFL) buy $1,001 – $15,000 spouse
2021-09-30 NEE NextEra Energy, Inc. (NEE) buy $1,001 – $15,000 spouse
2021-09-30 NWL Newell brands Inc. (NWL) buy $1,001 – $15,000 spouse
2021-09-30 NNN National Retail Properties (NNN) buy $1,001 – $15,000 spouse
2021-09-30 MRK Merck & Company, Inc. Common Stock (MRK) buy $1,001 – $15,000 spouse
2021-09-30 MDNDF Mcdonalds Company Ltd Tokyo Ordinary Shares (MdNdF) buy $1,001 – $15,000 spouse
2021-09-30 MA Mastercard Incorporated (MA) buy $1,001 – $15,000 spouse
2021-09-30 HCA HCA Healthcare, Inc. (HCA) buy $1,001 – $15,000 spouse
2021-09-30 HIG Hartford Financial Services group, Inc. (HIg) buy $1,001 – $15,000 spouse
2021-09-30 GIS general Mills, Inc. (gIS) buy $1,001 – $15,000 spouse
2021-09-30 FHN First Horizon Corporation (FHN) buy $1,001 – $15,000 spouse
2021-09-30 FITB Fifth Third bancorp (FITb) buy $1,001 – $15,000 spouse
2021-09-30 EXPE Expedia group, Inc. (EXPE) buy $1,001 – $15,000 spouse
2021-09-30 ES Eversource Energy (ES) buy $1,001 – $15,000 spouse
2021-09-30 EQIX Equinix, Inc. (EQIX) buy $1,001 – $15,000 spouse
2021-09-30 DHR danaher Corporation (dHR) buy $1,001 – $15,000 spouse
2021-09-30 CSCO Cisco Systems, Inc. (CSCO) buy $1,001 – $15,000 spouse
2021-09-30 CRL Charles River Laboratories International, Inc. (CRL) buy $1,001 – $15,000 spouse
2021-09-30 BCE bCE, Inc. (bCE) buy $1,001 – $15,000 spouse
2021-09-30 T AT&T Inc. (T) buy $1,001 – $15,000 spouse
2021-09-30 ASML ASML Holding N.V. - New York Registry Shares (ASML) buy $1,001 – $15,000 spouse
2021-09-30 AMAT Applied Materials, Inc. (AMAT) buy $1,001 – $15,000 spouse
2021-09-30 AWK American Water Works Company, Inc. (AWK) buy $1,001 – $15,000 spouse
2021-09-30 AEP American Electric Power Company, Inc. (AEP) buy $1,001 – $15,000 spouse
2021-09-30 AMZN Amazon.com, Inc. (AMZN) buy $1,001 – $15,000 spouse
2021-09-02 ZTS Zoetis Inc. Class A (ZTS) buy $1,001 – $15,000 spouse
2021-09-02 DIS Walt disney Company (dIS) buy $1,001 – $15,000 spouse
2021-09-02 WMT Walmart Inc. (WMT) buy $1,001 – $15,000 spouse
2021-09-02 V Visa Inc. (V) buy $1,001 – $15,000 spouse
2021-09-02 UNH unitedHealth group Incorporated Common Stock (uNH) buy $1,001 – $15,000 spouse
2021-09-02 TRU Transunion (TRu) buy $1,001 – $15,000 spouse
2021-09-02 TT Trane Technologies plc (TT) buy $1,001 – $15,000 spouse
2021-09-02 TMUS T-Mobile uS, Inc. (TMuS) buy $1,001 – $15,000 spouse
2021-09-02 TMO Thermo Fisher Scientific Inc (TMO) buy $1,001 – $15,000 spouse
2021-09-02 SBUX Starbucks Corporation (SbuX) buy $1,001 – $15,000 spouse
2021-09-02 SHW Sherwin-Williams Company (SHW) buy $1,001 – $15,000 spouse
2021-09-02 NXPI NXP Semiconductors N.V. (NXPI) buy $1,001 – $15,000 spouse
2021-09-02 JPM JP Morgan Chase & Co. (JPM) buy $1,001 – $15,000 spouse
2021-09-02 PGX Invesco Preferred ETF (PgX) buy $1,001 – $15,000 spouse
2021-09-02 HD Home depot, Inc. (Hd) buy $1,001 – $15,000 spouse
2021-09-02 EW Edwards Lifesciences Corporation (EW) buy $1,001 – $15,000 spouse
2021-09-02 COST Costco Wholesale Corporation (COST) buy $1,001 – $15,000 spouse
2021-09-02 CMCSA Comcast Corporation - Class A (CMCSA) buy $1,001 – $15,000 spouse
2021-09-02 KO Coca-Cola Company (KO) buy $1,001 – $15,000 spouse
2021-09-02 CME CME group Inc. - Class A (CME) buy $1,001 – $15,000 joint
2021-09-02 CTAS Cintas Corporation (CTAS) buy $1,001 – $15,000 spouse
2021-09-02 BX blackstone Inc. (bX) buy $1,001 – $15,000 spouse
2021-09-02 BRK.B berkshire Hathaway Inc. New (bRK.b) buy $1,001 – $15,000 spouse
2021-09-02 AGR Avangrid, Inc. (AgR) buy $1,001 – $15,000 spouse
2021-09-02 ARCC Ares Capital Corporation - Closed End Fund (ARCC) buy $1,001 – $15,000 spouse
2021-09-02 AON Aon plc Class A Ordinary Shares (AON) buy $1,001 – $15,000 spouse
2021-09-02 ALLY Ally Financial Inc. (ALLY) buy $1,001 – $15,000 spouse
2021-09-02 ADBE Adobe Inc. (AdbE) buy $1,001 – $15,000 spouse
2021-09-02 ACN Accenture plc Class A Ordinary Shares (ACN) buy $1,001 – $15,000 spouse
2021-09-01 gilead Sciences Inc. sell $1,001 – $15,000 spouse
2021-08-24 CVS CVS Health Corporation (CVS) sell $1,001 – $15,000 spouse
2021-08-09 ZTS Zoetis Inc. Class A (ZTS) buy $1,001 – $15,000 spouse
2021-08-09 WBK Westpac banking Corporation (WbK) buy $1,001 – $15,000 spouse
2021-08-09 WBA Walgreens boots Alliance, Inc. (WbA) buy $1,001 – $15,000 spouse

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