Dean Phillips Democrat · MN-3
House of Representatives · former member · serving since 2019 · born January 20, 1969
Wikipedia · Ballotpedia · Official site · GovTrack · OpenSecrets · FEC filings · Bioguide
Transactions
997
across 35 filings
Securities traded
258
0 active in 6 months
Disclosed range total
$4,251,997
sum of filed minimums
In plain language
Of 997 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 |
|---|---|---|---|
| MN-3 | 116th–118th | 2019–2025 | 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
No current committee assignments on file (former member).
Earlier Congresses
| Congress | Committee | Position | Observed |
|---|---|---|---|
| 118th | House Committee on Foreign Affairs | Member | 2023-02 → 2024-11 |
| 118th | House Committee on Small Business | Member | 2023-02 → 2024-11 |
| 117th | House Committee on Ethics | Member | 2021-03 → 2022-11 |
| 117th | House Committee on Foreign Affairs | Member | 2021-03 → 2022-11 |
| 117th | House Committee on Small Business | Member | 2021-03 → 2022-11 |
| 116th | House Committee on Ethics | Member | 2019-02 → 2020-12 |
| 116th | House Committee on Financial Services | Member | 2019-02 → 2020-12 |
| 116th | House Committee on Foreign Affairs | Member | 2019-02 → 2020-12 |
The published roster covers only the sitting Congress, so earlier assignments are reconstructed from the dated version history of that same public dataset, sampled monthly back to 2012. Observed is the span across which we actually saw the seat held — it is evidence of tenure, not a precise start and end date, and a seat that changed hands between two monthly samples may be dated up to a month out. Committees with no history recorded are absent because no snapshot showed them, which is not evidence the member held no seat.
Currently trading — last 6 months
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 |
|---|---|---|---|---|---|---|
| ALXN | Alexion Pharmaceuticals, Inc. gfedcb (A… | — | 3 | 1 / 2 | $24,002 | 2019-01 → 2021-07 |
| AZN | AstraZeneca PLC - American Depositary S… | Pharmaceuticals & Biotech | 1 | 0 / 0 | $8,001 | 2021-07 → 2021-07 |
| VAR | Varian Medical Systems, Inc. (VAR) | — | 1 | 0 / 1 | $8,001 | 2021-04 → 2021-04 |
| HON | Honeywell International Inc. (HON) | Defense & Aerospace | 7 | 0 / 7 | $80,504 | 2019-04 → 2021-01 |
| PCAR | PACCAR Inc. - Common Stock (PCAR) | Automotive | 5 | 2 / 3 | $40,003 | 2019-01 → 2021-01 |
| BKNG | Booking Holdings Inc. - Common Stock (B… | Other | 9 | 6 / 3 | $72,005 | 2019-06 → 2021-01 |
| ABT | Abbott Laboratories Common Stock (ABT) | Pharmaceuticals & Biotech | 7 | 6 / 1 | $56,004 | 2019-06 → 2021-01 |
| FMS | Fresenius Medical Care AG (FMS) | Healthcare Services | 2 | 2 / 0 | $16,001 | 2021-01 → 2021-01 |
| CB | Chubb Ltd | Insurance | 10 | 5 / 5 | $80,005 | 2019-03 → 2021-01 |
| ACN | Accenture Plc | Business Services | 9 | 1 / 8 | $72,005 | 2019-04 → 2021-01 |
| ACGL | Arch Capital Group Ltd. - Common Stock … | — | 1 | 1 / 0 | $8,001 | 2021-01 → 2021-01 |
| TIF | Tiffany & Co. (TIF) | — | 1 | 0 / 1 | $8,001 | 2021-01 → 2021-01 |
| AAL | American Airlines Group, Inc. - Common … | Transportation | 5 | 3 / 2 | $40,003 | 2019-01 → 2021-01 |
| T | AT&T Inc. (T) | Telecommunications | 7 | 3 / 4 | $56,004 | 2019-01 → 2021-01 |
| DTE | Dte Energy Company | Utilities | 4 | 2 / 2 | $32,002 | 2020-02 → 2021-01 |
| ES | Eversource Energy | Utilities | 2 | 1 / 1 | $16,001 | 2020-02 → 2021-01 |
| IRM | Iron Mountain Inc | Investment Funds | 3 | 2 / 1 | $24,002 | 2020-02 → 2021-01 |
| TSLA | Tesla, Inc. - Common Stock (TSLA) | Automotive | 2 | 2 / 0 | $83,001 | 2020-12 → 2021-01 |
| HDS | HD Supply Holdings, Inc. (HDS) | — | 8 | 3 / 5 | $64,004 | 2019-06 → 2020-12 |
| CSCO | Cisco Systems Inc | Technology Hardware | 2 | 1 / 1 | $16,001 | 2019-01 → 2020-12 |
| GILD | Gilead Sciences Inc | Pharmaceuticals & Biotech | 4 | 1 / 3 | $32,002 | 2019-01 → 2020-12 |
| INTC | Intel Corporation - Common Stock (INTC) | Semiconductors | 2 | 2 / 0 | $16,001 | 2019-01 → 2020-12 |
| DLTR | Dollar Tree, Inc. - Common Stock (DLTR) | Retail & Consumer | 7 | 5 / 2 | $56,004 | 2019-01 → 2020-12 |
| ARNC | Arconic Corporation (ARNC) | — | 4 | 1 / 2 | $32,002 | 2019-02 → 2020-12 |
| DLR | Digital Realty Trust, Inc. Common Stock… | Investment Funds | 4 | 2 / 2 | $32,002 | 2019-03 → 2020-12 |
| NI | NiSource Inc Common Stock (NI) | Utilities | 4 | 1 / 3 | $32,002 | 2019-05 → 2020-12 |
| BAX | Baxter International Inc. Common Stock … | Medical Devices | 7 | 4 / 3 | $56,004 | 2019-08 → 2020-12 |
| TDG | Transdigm Group Incorporated Common Sto… | Defense & Aerospace | 4 | 1 / 3 | $32,002 | 2019-08 → 2020-12 |
| SPG | Simon Property Group, Inc. Common Stock… | Investment Funds | 3 | 2 / 1 | $24,002 | 2020-02 → 2020-12 |
| CFG | Citizens Financial Group, Inc. Common S… | Banking | 2 | 1 / 1 | $16,001 | 2020-04 → 2020-12 |
| CTXS | Citrix Systems, Inc. | — | 3 | 2 / 1 | $24,002 | 2020-04 → 2020-12 |
| BSX | Boston Scientific Corporation Common St… | Medical Devices | 2 | 1 / 1 | $16,001 | 2020-08 → 2020-12 |
| AKAM | Akamai Technologies, Inc. - Common Stoc… | Business Services | 2 | 1 / 1 | $16,001 | 2020-09 → 2020-12 |
| CLX | Clorox Company (CLX) | Chemicals | 2 | 1 / 1 | $16,001 | 2020-09 → 2020-12 |
| ED | Consolidated Edison, Inc. Common Stock … | Utilities | 2 | 1 / 1 | $16,001 | 2020-09 → 2020-12 |
| EQIX | Equinix, Inc. - Common Stock (EQIX) | Investment Funds | 2 | 1 / 1 | $16,001 | 2020-09 → 2020-12 |
| JKHY | Jack Henry & Associates, Inc. - Common … | Software & IT Services | 2 | 1 / 1 | $16,001 | 2020-09 → 2020-12 |
| CRM | Salesforce Inc | Software & IT Services | 2 | 1 / 1 | $47,502 | 2020-09 → 2020-12 |
| SBAC | SBA Communications Corporation - Class … | Investment Funds | 2 | 1 / 1 | $16,001 | 2020-09 → 2020-12 |
| VRTX | Vertex Pharmaceuticals Incorporated - C… | Pharmaceuticals & Biotech | 1 | 1 / 0 | $8,001 | 2020-12 → 2020-12 |
| JPM | JP Morgan Chase & Co. Common Stock (JPM) | Banking | 8 | 2 / 6 | $88,504 | 2019-01 → 2020-12 |
| CMCSA | Comcast Corporation - Class A Common St… | Telecommunications | 12 | 11 / 1 | $96,006 | 2019-12 → 2020-12 |
| SNE | Sony Corporation (SNE) | — | 7 | 7 / 0 | $56,004 | 2020-04 → 2020-12 |
| MAS | Masco Corporation Common Stock (MAS) | Industrials | 5 | 3 / 2 | $40,003 | 2019-01 → 2020-12 |
| MU | Micron Technology | Semiconductors | 5 | 4 / 1 | $40,003 | 2019-01 → 2020-11 |
| MMM | 3M Company Common Stock (MMM) | Medical Devices | 8 | 6 / 2 | $64,004 | 2019-01 → 2020-09 |
| AMZN | Amazon.com, Inc. - Common Stock (AMZN) | Retail & Consumer | 3 | 2 / 1 | $24,002 | 2019-01 → 2020-09 |
| AAPL | Apple Inc. - Common Stock (AAPL) | Technology Hardware | 4 | 3 / 1 | $32,002 | 2019-01 → 2020-09 |
| CAT | Caterpillar, Inc. Common Stock (CAT) | Industrials | 4 | 2 / 2 | $32,002 | 2019-01 → 2020-09 |
| FB | Meta Platforms, Inc. - Class A (FB) | — | 6 | 5 / 1 | $48,003 | 2019-01 → 2020-09 |
| MDLZ | Mondelez Intl Inc | Food & Beverage | 2 | 1 / 1 | $16,001 | 2019-01 → 2020-09 |
| PM | Philip Morris International Inc | Food & Beverage | 11 | 5 / 6 | $88,006 | 2019-01 → 2020-09 |
| ROP | Roper Technologies, Inc. (ROP) | Medical Devices | 2 | 1 / 1 | $16,001 | 2019-01 → 2020-09 |
| WFC | Wells Fargo & Company Common Stock (WFC) | Banking | 13 | 6 / 7 | $153,007 | 2019-01 → 2020-09 |
| CTSH | Cognizant Technology Solutions Corporat… | Software & IT Services | 2 | 1 / 1 | $16,001 | 2019-05 → 2020-09 |
| SCHW | Charles Schwab Corporation (SCHW) | Capital Markets | 14 | 10 / 4 | $112,007 | 2019-06 → 2020-09 |
| L | Loews Corporation Common Stock (L) | Insurance | 4 | 3 / 1 | $32,002 | 2020-02 → 2020-09 |
| AMD | Advanced Micro Devices, Inc. (AMD) | Semiconductors | 2 | 2 / 0 | $16,001 | 2020-04 → 2020-09 |
| GOOG | Alphabet Inc. - Class C Capital Stock (… | Software & IT Services | 2 | 2 / 0 | $16,001 | 2020-04 → 2020-09 |
| ATO | Atmos Energy Corp | Utilities | 2 | 2 / 0 | $16,001 | 2020-04 → 2020-09 |
| EL | Estee Lauder Companies | Chemicals | 2 | 2 / 0 | $16,001 | 2020-04 → 2020-09 |
| NFLX | Netflix, Inc. - Common Stock (NFLX) | Media & Entertainment | 2 | 2 / 0 | $16,001 | 2020-04 → 2020-09 |
| NOW | ServiceNow, Inc. Common Stock (NOW) | Software & IT Services | 2 | 2 / 0 | $16,001 | 2020-04 → 2020-09 |
| GOOGL | Alphabet Inc. - Class A Common Stock (G… | Software & IT Services | 1 | 1 / 0 | $8,001 | 2020-09 → 2020-09 |
| CME | CME Group Inc. - Class A Common Stock (… | Capital Markets | 1 | 1 / 0 | $8,001 | 2020-09 → 2020-09 |
| EA | Electronic Arts Inc. - Common Stock (EA) | Software & IT Services | 1 | 1 / 0 | $8,001 | 2020-09 → 2020-09 |
| GPN | Global Payments Inc. Common Stock (GPN) | Business Services | 1 | 1 / 0 | $8,001 | 2020-09 → 2020-09 |
| INFO | IHS Markit Ltd. Common Shares (INFO) | — | 1 | 1 / 0 | $8,001 | 2020-09 → 2020-09 |
| MSI | Motorola Solutions | Electronics | 1 | 1 / 0 | $8,001 | 2020-09 → 2020-09 |
| OTIS | Otis Worldwide Corp | Electronics | 1 | 1 / 0 | $8,001 | 2020-09 → 2020-09 |
| TMUS | T-Mobile US, Inc. - Common Stock | Telecommunications | 1 | 1 / 0 | $8,001 | 2020-09 → 2020-09 |
| VRSN | VeriSign, Inc. - Common Stock (VRSN) | Software & IT Services | 1 | 1 / 0 | $8,001 | 2020-09 → 2020-09 |
| XLNX | Xilinx, Inc. | — | 1 | 1 / 0 | $8,001 | 2020-09 → 2020-09 |
| DHR | Danaher Corp | Medical Devices | 3 | 1 / 2 | $24,002 | 2019-01 → 2020-08 |
| NTAP | NetApp, Inc. | Technology Hardware | 3 | 1 / 2 | $24,002 | 2019-01 → 2020-08 |
| WDC | Western Digital Corporation - Common St… | Technology Hardware | 3 | 1 / 2 | $24,002 | 2019-01 → 2020-08 |
| WBA | Walgreens Boots Alliance, Inc. - Common… | — | 5 | 3 / 2 | $40,003 | 2019-05 → 2020-08 |
| DXC | DXC Technology Company Common Stock (DX… | Software & IT Services | 6 | 4 / 2 | $48,003 | 2019-06 → 2020-08 |
| ANET | Arista Networks, Inc. Common Stock (ANE… | Technology Hardware | 3 | 2 / 1 | $24,002 | 2019-09 → 2020-08 |
| TAP | Molson Coors Beverage Company Class B C… | Food & Beverage | 4 | 2 / 2 | $32,002 | 2019-11 → 2020-08 |
| PYPL | Paypal Holdings | Business Services | 2 | 0 / 2 | $16,001 | 2020-05 → 2020-08 |
| CMG | Chipotle Mexican Grill, Inc. Common Sto… | Retail & Consumer | 1 | 0 / 1 | $8,001 | 2020-08 → 2020-08 |
| HWM | Howmet Aerospace Inc | Mining & Metals | 1 | 0 / 1 | $8,001 | 2020-08 → 2020-08 |
| UAA | Under Armour | Consumer Goods | 1 | 1 / 0 | $8,001 | 2020-08 → 2020-08 |
| UA | Under Armour, Inc. Class C Common Stock… | Consumer Goods | 1 | 1 / 0 | $8,001 | 2020-08 → 2020-08 |
| TFC | Truist Financial Corporation Common Sto… | Banking | 3 | 2 / 1 | $24,002 | 2020-04 → 2020-07 |
| PHG | Koninklijke Philips N.V. NY Registry Sh… | Medical Devices | 7 | 7 / 0 | $56,004 | 2020-02 → 2020-06 |
| PGR | Progressive Corp | Insurance | 5 | 5 / 0 | $40,003 | 2020-05 → 2020-06 |
| DGX | Quest Diagnostics Incorporated Common S… | Healthcare Services | 8 | 4 / 4 | $64,004 | 2019-02 → 2020-06 |
| UNH | UnitedHealth Group Incorporated Common … | Insurance | 14 | 5 / 9 | $112,007 | 2019-01 → 2020-05 |
| EXPD | Expeditors International of Washington,… | Other | 3 | 0 / 3 | $24,002 | 2019-04 → 2020-05 |
| UL | Unilever Plc ADR | Chemicals | 6 | 4 / 2 | $48,003 | 2019-03 → 2020-05 |
| AIG | American International Group, Inc. New … | Insurance | 4 | 2 / 2 | $56,502 | 2019-01 → 2020-05 |
| CNP | CenterPoint Energy, Inc (CNP) | Utilities | 5 | 3 / 2 | $40,003 | 2019-01 → 2020-05 |
| EMR | Emerson Electric Company | Electronics | 5 | 3 / 2 | $40,003 | 2019-01 → 2020-05 |
| BEN | Franklin Resources, Inc. Common Stock (… | Capital Markets | 4 | 2 / 2 | $32,002 | 2019-01 → 2020-05 |
| LYB | LyondellBasell Industries NV Ordinary S… | Chemicals | 7 | 3 / 4 | $56,004 | 2019-01 → 2020-05 |
| REGN | Regeneron Pharmaceuticals, Inc. - Commo… | Pharmaceuticals & Biotech | 6 | 3 / 3 | $48,003 | 2019-01 → 2020-05 |
| USB | U.S. Bancorp Common Stock | Banking | 3 | 1 / 2 | $24,002 | 2019-01 → 2020-05 |
| ADS | Alliance Data Systems Corporation (ADS) | — | 5 | 3 / 2 | $40,003 | 2019-06 → 2020-05 |
| NEM | Newmont Corporation (NEM) | Mining & Metals | 3 | 2 / 1 | $24,002 | 2019-06 → 2020-05 |
| IVZ | Invesco Ltd Common Stock | Capital Markets | 3 | 1 / 2 | $24,002 | 2019-08 → 2020-05 |
| CMA | Comerica Incorporated (CMA) | — | 3 | 2 / 1 | $24,002 | 2020-02 → 2020-05 |
| VIAC | ViacomCBS Inc. | — | 3 | 2 / 1 | $24,002 | 2020-02 → 2020-05 |
| BLL | Ball Corporation | — | 2 | 1 / 1 | $16,001 | 2020-04 → 2020-05 |
| FLS | Flowserve Corporation (FlS) | — | 2 | 2 / 0 | $16,001 | 2020-04 → 2020-05 |
| HIG | The Hartford Insurance Group, Inc. Comm… | Insurance | 2 | 1 / 1 | $16,001 | 2020-04 → 2020-05 |
| VMC | Vulcan Materials Company (VMC) | Mining & Metals | 2 | 1 / 1 | $16,001 | 2020-04 → 2020-05 |
| DE | Deere & Company Common Stock (DE) | Industrials | 1 | 0 / 1 | $8,001 | 2020-05 → 2020-05 |
| PSA | Public Storage Common Stock (PSA) | Investment Funds | 1 | 0 / 1 | $8,001 | 2020-05 → 2020-05 |
| TEL | TE Connectivity plc Ordinary Shares (TE… | Wholesale | 6 | 2 / 4 | $48,003 | 2019-03 → 2020-04 |
| LUV | Southwest Airlines Company Common Stock… | Transportation | 12 | 9 / 3 | $96,006 | 2019-09 → 2020-04 |
| BAC | Bank of America Corp | Banking | 2 | 1 / 1 | $16,001 | 2019-01 → 2020-04 |
| C | Citigroup Inc | Banking | 2 | 1 / 1 | $16,001 | 2019-01 → 2020-04 |
| F | Ford Motor Company Common Stock (F) | Automotive | 5 | 2 / 3 | $40,003 | 2019-01 → 2020-04 |
| FTV | Fortive Corporation Common Stock (FTV) | Medical Devices | 2 | 1 / 1 | $16,001 | 2019-01 → 2020-04 |
| GIS | General Mills, Inc. Common Stock | Food & Beverage | 2 | 1 / 1 | $16,001 | 2019-01 → 2020-04 |
| HPQ | HP Inc | Technology Hardware | 3 | 1 / 2 | $24,002 | 2019-01 → 2020-04 |
| IBM | International Business Machines Corpora… | Technology Hardware | 4 | 3 / 1 | $32,002 | 2019-01 → 2020-04 |
| JCI | Johnson Controls International plc Ordi… | Other | 3 | 1 / 2 | $24,002 | 2019-01 → 2020-04 |
| M | Macy's, Inc. | Retail & Consumer | 7 | 4 / 3 | $56,004 | 2019-01 → 2020-04 |
| MOS | Mosaic Company (MOS) | Chemicals | 5 | 2 / 3 | $40,003 | 2019-01 → 2020-04 |
| NWL | Newell Brands Inc. (NWL) | Materials | 6 | 3 / 3 | $48,003 | 2019-01 → 2020-04 |
| PNC | PNC Financial Services Group, Inc. (PNC) | Banking | 2 | 1 / 1 | $16,001 | 2019-01 → 2020-04 |
| PPG | PPG Industries | Chemicals | 10 | 5 / 5 | $80,005 | 2019-01 → 2020-04 |
| PRU | Prudential Financial, Inc. Common Stock… | Insurance | 2 | 1 / 1 | $16,001 | 2019-01 → 2020-04 |
| SYF | Synchrony Financial Common Stock (SYF) | Banking | 4 | 2 / 2 | $32,002 | 2019-01 → 2020-04 |
| KHC | The Kraft Heinz Company - Common Stock … | Food & Beverage | 8 | 5 / 3 | $113,004 | 2019-01 → 2020-04 |
| UPS | United Parcel Service, Inc. Common Stoc… | Transportation | 3 | 1 / 2 | $24,002 | 2019-01 → 2020-04 |
| WRK | Westrock Company (WRK) | — | 5 | 2 / 3 | $40,003 | 2019-03 → 2020-04 |
| BK | The Bank of New York Mellon Corporation… | — | 10 | 2 / 8 | $80,005 | 2019-04 → 2020-04 |
| CTL | CenturyLink, Inc. (CTL) | — | 8 | 1 / 7 | $64,004 | 2019-04 → 2020-04 |
| DOW | Dow Inc. Common Stock (DOW) | Chemicals | 4 | 2 / 2 | $32,002 | 2019-05 → 2020-04 |
| AMG | affiliated Managers group, Inc. (aMg) | — | 2 | 1 / 1 | $16,001 | 2019-08 → 2020-04 |
| KSS | Kohl's Corporation | Retail & Consumer | 4 | 2 / 2 | $32,002 | 2019-08 → 2020-04 |
| MS | Morgan Stanley Common Stock (MS) | Capital Markets | 2 | 1 / 1 | $16,001 | 2019-08 → 2020-04 |
| JWN | Nordstrom, Inc. (JWN) | — | 2 | 1 / 1 | $16,001 | 2019-08 → 2020-04 |
| WAB | Wabtec Corp | Industrials | 2 | 1 / 1 | $16,001 | 2019-08 → 2020-04 |
| DD | DuPont de Nemours, Inc. Common Stock (D… | Chemicals | 3 | 2 / 1 | $24,002 | 2019-11 → 2020-04 |
| GM | General Motors Company Common Stock (GM) | Automotive | 2 | 0 / 2 | $16,001 | 2019-11 → 2020-04 |
| HRB | H&R Block, Inc. Common Stock (HRB) | Consumer Services | 2 | 1 / 1 | $16,001 | 2020-02 → 2020-04 |
| VTR | Ventas, Inc. Common Stock (VTR) | Investment Funds | 2 | 1 / 1 | $16,001 | 2020-02 → 2020-04 |
| AFL | Aflac Inc | Insurance | 1 | 1 / 0 | $8,001 | 2020-04 → 2020-04 |
| ADSK | Autodesk Inc | Software & IT Services | 1 | 1 / 0 | $8,001 | 2020-04 → 2020-04 |
| AVB | AvalonBay Communities, Inc. Common Stoc… | Investment Funds | 1 | 0 / 1 | $8,001 | 2020-04 → 2020-04 |
| COF | Capital One Financial Corporation Commo… | Banking | 1 | 0 / 1 | $8,001 | 2020-04 → 2020-04 |
| CHTR | Charter Communications, Inc. - Class A … | Telecommunications | 1 | 1 / 0 | $8,001 | 2020-04 → 2020-04 |
| COST | Costco Wholesale | Retail & Consumer | 1 | 0 / 1 | $32,501 | 2020-04 → 2020-04 |
| CCI | Crown Castle Inc. Common Stock (CCI) | Investment Funds | 1 | 0 / 1 | $8,001 | 2020-04 → 2020-04 |
| DAL | Delta Air Lines, Inc. Common Stock (DAL) | Transportation | 1 | 0 / 1 | $8,001 | 2020-04 → 2020-04 |
| DFS | Discover Financial Services Common Stoc… | — | 1 | 1 / 0 | $8,001 | 2020-04 → 2020-04 |
| DISCA | Discovery, Inc. - Series A (DISCA) | — | 1 | 1 / 0 | $8,001 | 2020-04 → 2020-04 |
| DISCK | Discovery, Inc. - series C (DIsCK) | — | 1 | 1 / 0 | $8,001 | 2020-04 → 2020-04 |
| EMN | Eastman Chemical Company Common Stock (… | Chemicals | 1 | 1 / 0 | $8,001 | 2020-04 → 2020-04 |
| FITB | Fifth Third Bancorp - Common Stock Opti… | Banking | 1 | 1 / 0 | $8,001 | 2020-04 → 2020-04 |
| GPC | Genuine Parts Company Common Stock (GPC) | Wholesale | 1 | 0 / 1 | $8,001 | 2020-04 → 2020-04 |
| GS | Goldman Sachs Group | Capital Markets | 1 | 1 / 0 | $8,001 | 2020-04 → 2020-04 |
| HST | Host Hotels & Resorts, Inc. - Common St… | Investment Funds | 1 | 0 / 1 | $8,001 | 2020-04 → 2020-04 |
| HBAN | Huntington Bancshares Incorporated - Co… | Banking | 1 | 1 / 0 | $8,001 | 2020-04 → 2020-04 |
| ISRG | Intuitive Surgical, Inc. - Common Stock… | Medical Devices | 1 | 0 / 1 | $8,001 | 2020-04 → 2020-04 |
| KEY | KeyCorp Common Stock (KEY) | Banking | 1 | 1 / 0 | $8,001 | 2020-04 → 2020-04 |
| KMB | Kimberly-Clark Corporation Common Stock… | Materials | 1 | 1 / 0 | $8,001 | 2020-04 → 2020-04 |
| KR | Kroger Company (KR) | Retail & Consumer | 1 | 1 / 0 | $8,001 | 2020-04 → 2020-04 |
| LVS | Las Vegas Sands Corp. Common Stock (LVS) | Consumer Services | 1 | 1 / 0 | $8,001 | 2020-04 → 2020-04 |
| MTB | M&T Bank Corporation Common Stock (MTB) | Banking | 1 | 1 / 0 | $8,001 | 2020-04 → 2020-04 |
| MGM | MGM Resorts International Common Stock | Consumer Services | 1 | 1 / 0 | $8,001 | 2020-04 → 2020-04 |
| PH | Parker-Hannifin Corporation Common Stoc… | Industrials | 1 | 0 / 1 | $8,001 | 2020-04 → 2020-04 |
| PBCT | People's United Financial, Inc. (PBCT) | — | 1 | 1 / 0 | $8,001 | 2020-04 → 2020-04 |
| PFG | Principal Financial Group Inc (PFG) | Insurance | 1 | 1 / 0 | $8,001 | 2020-04 → 2020-04 |
| PWR | Quanta Services, Inc. Common Stock (PWR) | Construction | 1 | 1 / 0 | $8,001 | 2020-04 → 2020-04 |
| RCL | Royal Caribbean Cruises Ltd. Common Sto… | Transportation | 1 | 1 / 0 | $8,001 | 2020-04 → 2020-04 |
| SEE | Sealed Air Corporation Common Stock (SE… | — | 1 | 1 / 0 | $8,001 | 2020-04 → 2020-04 |
| SRE | DBA Sempra Common Stock (SRE) | Utilities | 1 | 1 / 0 | $8,001 | 2020-04 → 2020-04 |
| TRV | The Travelers Companies, Inc. Common St… | Insurance | 1 | 1 / 0 | $8,001 | 2020-04 → 2020-04 |
| TWTR | Twitter, Inc. (TWTR) | — | 1 | 1 / 0 | $8,001 | 2020-04 → 2020-04 |
| URI | United Rentals, Inc. Common Stock (URI) | Business Services | 1 | 1 / 0 | $8,001 | 2020-04 → 2020-04 |
| HCN | Welltower Inc. (HCN) | — | 1 | 0 / 1 | $8,001 | 2020-04 → 2020-04 |
| ZION | Zions Bancorporation N.A. - Common Stoc… | — | 1 | 1 / 0 | $8,001 | 2020-04 → 2020-04 |
| ETN | Eaton Corporation, PLC Ordinary Shares … | Other | 10 | 9 / 1 | $80,005 | 2019-01 → 2020-03 |
| NTRS | Northern Trust Corporation - Common Sto… | Banking | 10 | 9 / 1 | $80,005 | 2019-08 → 2020-03 |
| IR | Ingersoll Rand Inc | Industrials | 2 | 0 / 1 | $16,001 | 2019-05 → 2020-03 |
| FOXA | Fox Corporation | Telecommunications | 13 | 6 / 7 | $104,007 | 2019-03 → 2020-02 |
| CERN | Cerner Corporation (CERN) | — | 11 | 1 / 10 | $88,006 | 2019-03 → 2020-02 |
| ABMD | ABIOMED, Inc. (ABMD) | — | 4 | 2 / 2 | $32,002 | 2019-05 → 2020-02 |
| AOS | A.O. Smith Corporation Common Stock (AO… | Electronics | 2 | 1 / 1 | $16,001 | 2019-08 → 2020-02 |
| IFF | International Flavors & Fragrances, Inc… | Chemicals | 2 | 1 / 1 | $16,001 | 2019-11 → 2020-02 |
| GLW | Corning Incorporated Common Stock (GLW) | Mining & Metals | 1 | 0 / 1 | $8,001 | 2020-02 → 2020-02 |
| SJM | The J.M. Smucker Company Common Stock (… | Food & Beverage | 1 | 1 / 0 | $8,001 | 2020-02 → 2020-02 |
| PEP | Pepsico Inc | Food & Beverage | 5 | 1 / 4 | $40,003 | 2019-01 → 2020-02 |
| TJX | TJX Companies | Retail & Consumer | 4 | 0 / 4 | $32,002 | 2019-01 → 2020-02 |
| DG | Dollar General Corporation Common Stock… | Retail & Consumer | 9 | 0 / 9 | $72,005 | 2019-01 → 2020-02 |
| BRK.B | Berkshire Hathaway Inc. New Common Stoc… | — | 4 | 1 / 3 | $81,002 | 2019-04 → 2020-02 |
| NSRGY | NESTLE S.A S/ADR (NSRGY) | — | 6 | 0 / 6 | $48,003 | 2019-04 → 2020-02 |
| NTR | Nutrien Ltd | Chemicals | 3 | 0 / 3 | $24,002 | 2019-04 → 2020-02 |
| OMC | Omnicom Group Inc | Business Services | 5 | 3 / 2 | $40,003 | 2019-04 → 2020-02 |
| SLB | Schlumberger N.V. | Oil & Gas | 3 | 1 / 2 | $24,002 | 2019-04 → 2020-02 |
| SNNUF | smith & Nephew Plc ord ordinary shares … | — | 1 | 0 / 1 | $8,001 | 2020-02 → 2020-02 |
| SWK | Stanley Black & Decker, Inc. (SWK) | Industrials | 10 | 0 / 10 | $80,005 | 2019-05 → 2020-01 |
| FDX | FedEx Corporation Common Stock (FDX) | Transportation | 5 | 2 / 3 | $40,003 | 2019-01 → 2019-11 |
| GPS | Gap, Inc. (GPS) | — | 4 | 2 / 2 | $32,002 | 2019-01 → 2019-11 |
| STT | State Street Corporation Common Stock (… | Banking | 4 | 1 / 3 | $32,002 | 2019-01 → 2019-11 |
| ALB | Albemarle Corporation Common Stock (ALB) | Chemicals | 3 | 2 / 1 | $24,002 | 2019-05 → 2019-11 |
| BMY | Bristol-Myers Squibb Company Common Sto… | Pharmaceuticals & Biotech | 4 | 1 / 2 | $32,002 | 2019-11 → 2019-11 |
| UNM | Unum Group Common Stock (UNM) | Insurance | 1 | 1 / 0 | $8,001 | 2019-11 → 2019-11 |
| EBAY | Ebay Inc | Business Services | 15 | 1 / 14 | $120,008 | 2019-01 → 2019-11 |
| FOX | Fox Corporation - Class B Common Stock … | Telecommunications | 3 | 0 / 3 | $24,002 | 2019-04 → 2019-11 |
| ALGN | Align Technology, Inc. - Common Stock (… | Medical Devices | 3 | 1 / 2 | $24,002 | 2019-01 → 2019-09 |
| BIIB | Biogen Inc. - Common Stock (BIIB) | Pharmaceuticals & Biotech | 3 | 1 / 2 | $24,002 | 2019-05 → 2019-09 |
| CTVA | Corteva Inc | Agriculture | 2 | 1 / 1 | $16,001 | 2019-08 → 2019-09 |
| ABBV | Abbvie Inc | Pharmaceuticals & Biotech | 3 | 2 / 1 | $24,002 | 2019-01 → 2019-08 |
| IP | International Paper Company Common Stoc… | Materials | 2 | 1 / 1 | $16,001 | 2019-01 → 2019-08 |
| NLSN | Nielsen N.V. ordinary Shares (NLSN) | — | 2 | 1 / 1 | $16,001 | 2019-01 → 2019-08 |
| MHK | Mohawk Industries, Inc. (MHK) | Consumer Goods | 2 | 1 / 1 | $16,001 | 2019-05 → 2019-08 |
| LB | LandBridge Company LLC Class A Shares R… | Investment Funds | 2 | 1 / 1 | $16,001 | 2019-06 → 2019-08 |
| ECL | Ecolab Inc | Chemicals | 1 | 0 / 1 | $8,001 | 2019-08 → 2019-08 |
| K | Kellanova Common Stock (K) | — | 1 | 1 / 0 | $8,001 | 2019-08 → 2019-08 |
| RHT | Red Hat, Inc. | — | 1 | 0 / 0 | $8,001 | 2019-07 → 2019-07 |
| LIN | Linde plc - Ordinary Shares (LIN) | Chemicals | 2 | 1 / 1 | $16,001 | 2019-01 → 2019-06 |
| CAH | Cardinal Health, Inc. Common Stock (CAH) | Wholesale | 2 | 1 / 1 | $16,001 | 2019-02 → 2019-06 |
| CVS | CVS Health Corporation Common Stock (CV… | Retail & Consumer | 2 | 1 / 1 | $16,001 | 2019-05 → 2019-06 |
| MDT | Medtronic plc. Ordinary Shares (MDT) | Medical Devices | 2 | 1 / 1 | $16,001 | 2019-05 → 2019-06 |
| ORCL | Oracle Corporation Common Stock (ORCL) | Software & IT Services | 8 | 0 / 8 | $64,004 | 2019-01 → 2019-06 |
| ATVI | Activision Blizzard, Inc - Common Stock | — | 3 | 2 / 1 | $24,002 | 2019-01 → 2019-05 |
| MAT | Mattel, Inc. (MAT) | Consumer Goods | 3 | 1 / 2 | $24,002 | 2019-01 → 2019-05 |
| MCK | McKesson Corporation Common Stock (MCK) | Wholesale | 2 | 2 / 0 | $16,001 | 2019-01 → 2019-05 |
| DVA | DaVita Inc. Common Stock | Healthcare Services | 2 | 1 / 1 | $16,001 | 2019-02 → 2019-05 |
| DIS | Walt Disney Company | Media & Entertainment | 2 | 0 / 1 | $16,001 | 2019-03 → 2019-05 |
| ETFC | E*TRAdE Financial Corporation (ETFC) | — | 1 | 0 / 1 | $8,001 | 2019-05 → 2019-05 |
| SNN | Smith & Nephew SNATS, Inc. Common Stock… | — | 1 | 0 / 1 | $8,001 | 2019-04 → 2019-04 |
| SWH | stanley black & Decker, Inc. Corp unit … | — | 1 | 0 / 1 | $8,001 | 2019-04 → 2019-04 |
| TFCFA | Twenty-First Century Fox, Inc. - Class … | — | 1 | 1 / 0 | $8,001 | 2019-03 → 2019-03 |
| BF.B | Brown Forman Inc Class B Common Stock (… | — | 2 | 1 / 1 | $16,001 | 2019-01 → 2019-03 |
| CI | The Cigna Group Common Stock (CI) | Insurance | 2 | 0 / 2 | $16,001 | 2019-01 → 2019-03 |
| COTY | Coty Inc. Class a (CoTY) | Chemicals | 3 | 2 / 1 | $24,002 | 2019-01 → 2019-03 |
| WY | Weyerhaeuser Company Common Stock (WY) | Investment Funds | 2 | 1 / 1 | $16,001 | 2019-01 → 2019-03 |
| NVDA | NVIDIA Corporation - Common Stock (NVDA) | Semiconductors | 2 | 2 / 0 | $16,001 | 2019-02 → 2019-03 |
| CAG | ConAgra Brands, Inc. Common Stock (CAG) | Food & Beverage | 1 | 1 / 0 | $8,001 | 2019-03 → 2019-03 |
| DISH | DISH Network Corporation - Class A (DIS… | — | 1 | 1 / 0 | $8,001 | 2019-02 → 2019-02 |
| QCOM | QUALCOMM Incorporated - Common Stock (Q… | Electronics | 1 | 0 / 1 | $8,001 | 2019-02 → 2019-02 |
| AMAT | Applied Materials, Inc. - Common Stock | Semiconductors | 1 | 0 / 1 | $8,001 | 2019-01 → 2019-01 |
| BDX | Becton, Dickinson and Company Common St… | Medical Devices | 1 | 1 / 0 | $8,001 | 2019-01 → 2019-01 |
| BLK | Blackrock Inc | Capital Markets | 1 | 1 / 0 | $8,001 | 2019-01 → 2019-01 |
| BHF | Brighthouse Financial, Inc. (BHF) | — | 1 | 0 / 1 | $8,001 | 2019-01 → 2019-01 |
| CELG | Celgene Corporation | — | 1 | 1 / 0 | $8,001 | 2019-01 → 2019-01 |
| CMI | Cummins Inc. Common Stock (CMI) | Industrials | 1 | 0 / 1 | $8,001 | 2019-01 → 2019-01 |
| XRAY | DENTSPLY SIRONA Inc. - Common Stock (XR… | Medical Devices | 1 | 1 / 0 | $8,001 | 2019-01 → 2019-01 |
| HPE | Hewlett Packard Enterprise Company Comm… | Technology Hardware | 1 | 0 / 1 | $8,001 | 2019-01 → 2019-01 |
| HD | Home Depot, Inc. (HD) | Retail & Consumer | 1 | 1 / 0 | $8,001 | 2019-01 → 2019-01 |
| ITW | Illinois Tool Works Inc | Industrials | 1 | 1 / 0 | $8,001 | 2019-01 → 2019-01 |
| INTU | Intuit Inc. - Common Stock | Software & IT Services | 1 | 1 / 0 | $8,001 | 2019-01 → 2019-01 |
| IPGP | IPg Photonics Corporation (IPgP) | — | 1 | 0 / 1 | $8,001 | 2019-01 → 2019-01 |
| LNC | Lincoln National Corporation Common Sto… | Insurance | 1 | 0 / 1 | $8,001 | 2019-01 → 2019-01 |
| MET | Metlife Inc | Insurance | 1 | 0 / 1 | $32,501 | 2019-01 → 2019-01 |
| STX | Seagate Technology Holdings PLC - Ordin… | Technology Hardware | 1 | 1 / 0 | $8,001 | 2019-01 → 2019-01 |
| SYK | Stryker Corporation Common Stock (SYK) | Medical Devices | 1 | 0 / 1 | $8,001 | 2019-01 → 2019-01 |
| UNP | Union Pacific Corporation Common Stock … | Transportation | 1 | 0 / 1 | $8,001 | 2019-01 → 2019-01 |
| GWW | W.W. Grainger | Wholesale | 1 | 0 / 1 | $8,001 | 2019-01 → 2019-01 |
| XRX | Xerox Corporation (XRX) | — | 1 | 0 / 1 | $8,001 | 2019-01 → 2019-01 |
The Spread by year
| Year | Spread | Trades priced | Disclosed value |
|---|---|---|---|
| 2021 | -2.1% | 15 | $120,008 |
| 2020 | +0.8% | 321 | $2,740,161 |
| 2019 | -0.3% | 320 | $2,756,160 |
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 |
|---|---|---|---|---|---|---|
| 2024-07-02 | — | Outsell, Inc. | sell | $1,001 – $15,000 | self | record |
| 2024-06-27 | — | Outsell, Inc. | sell | $1,000,001 – $5,000,000 | self | record |
| 2024-05-21 | — | Arcadia Medal Investors, LP | buy | $500,001 – $1,000,000 | self | record |
| 2021-09-01 | — | Capital One Financial Co Var Rt 12/01/2165 dtd 05/14/2015 | sell | $15,001 – $50,000 | self | record |
| 2021-07-21 | AZN | AstraZeneca PlC - American Depositary Shares (AZN) | exchange | $1,001 – $15,000 | self | record |
| 2021-07-21 | ALXN | Alexion Pharmaceuticals, Inc. (AlXN) | sell | $1,001 – $15,000 | self | record |
| 2021-07-01 | — | Phoenix AZ Ref unlimited Tax 4% | sell | $15,001+ | self | record |
| 2021-07-01 | — | Honolulu City & Cnty HI Wstwtr | sell | $15,001+ | self | record |
| 2021-06-15 | — | Metlife, Inc Var Rt 12/15/2165 dtd 06/01/2015 | sell | $50,001 – $100,000 | self | record |
| 2021-05-17 | — | Digital Realty Trust Inc PFD | sell | $1,001 – $15,000 | self | record |
| 2021-05-03 | — | MO St Hwys & Trnst Ref-1st lien- | sell | $15,001+ | self | record |
| 2021-04-15 | VAR | Varian Medical Systems, Inc. (VAR) | sell | $1,001 – $15,000 | self | record |
| 2021-04-15 | — | u.S. Bancorp Var Rt 01/15/2166 | sell | $15,001+ | self | record |
| 2021-04-15 | — | Morgan Stanley Rt 07/15/2165 dtd 03/19/2015 | sell | $250,001 – $500,000 | self | record |
| 2021-03-15 | — | Wachovia Cap Trust III Var Rt Mar 15 2166 dtd 2/1/2006 | sell | $250,001 – $500,000 | self | record |
| 2021-03-15 | — | State Street Corp Var Rt | sell | $1,001 – $15,000 | self | record |
| 2021-03-01 | — | Raleigh NC Comb Enterprise Sys Rev 5% Mar 01 2021 dtd | sell | $15,001 – $50,000 | self | record |
| 2021-02-19 | — | Citigroup Inc. Var Rt Perp Mat dtd | sell | $1,001 – $15,000 | self | record |
| 2021-02-19 | — | Citigroup Inc. Var Rt Perp Mat dtd | buy | $1,001 – $15,000 | self | record |
| 2021-02-16 | — | Citigroup Inc. Var Rt Perp Mat dtd | sell | $1,001 – $15,000 | self | record |
| 2021-02-10 | — | Citigroup Inc. Var Rt Perp Mat dtd | buy | $1,001 – $15,000 | self | record |
| 2021-02-05 | — | goldman Sachs group Inc. Var Rt | sell | $250,001+ | self | record |
| 2021-01-26 | — | uS Bancorp VAR RT Perp Mat dtd | sell | $1,001 – $15,000 | self | record |
| 2021-01-26 | — | SVB Financial group Var RT Perp | buy | $1,001 – $15,000 | self | record |
| 2021-01-25 | HON | Honeywell International Inc. (HON) | sell | $1,001 – $15,000 | self | record |
| 2021-01-21 | PCAR | PACCAR Inc. (PCAR) | sell | $1,001 – $15,000 | self | record |
| 2021-01-19 | — | Wells Fargo & CO Var RT Perp Mat | buy | $15,001+ | self | record |
| 2021-01-19 | — | goldman Sachs group Inc. Var Rt | sell | $1,001 – $15,000 | self | record |
| 2021-01-12 | FMS | Fresenius Medical Care Ag (FMS) | buy | $1,001 – $15,000 | self | record |
| 2021-01-12 | BKNG | Booking Holdings Inc. (BKNg) | sell | $1,001 – $15,000 | self | record |
| 2021-01-12 | ABT | Abbott laboratories (ABT) | sell | $1,001 – $15,000 | self | record |
| 2021-01-11 | FMS | Fresenius Medical Care Ag (FMS) | buy | $1,001 – $15,000 | self | record |
| 2021-01-11 | CB | Chubb limited (CB) | sell | $1,001 – $15,000 | self | record |
| 2021-01-11 | ACN | SuBHOlDINg OF: - Trust 1 Accenture plc Class A Ordinary Shares (ACN) | sell | $1,001 – $15,000 | self | record |
| 2021-01-08 | — | WI St Transportation Rev Ref-Ser 2; 5.0%; Due 07/01/2026 | buy | $15,001 – $50,000 | self | record |
| 2021-01-08 | CB | Chubb limited (CB) | sell | $1,001 – $15,000 | self | record |
| 2021-01-08 | ACGL | Arch Capital group ltd. (ACgl) | buy | $1,001 – $15,000 | self | record |
| 2021-01-08 | ACN | Shares (ACN) | sell | $1,001 – $15,000 | self | record |
| 2021-01-07 | TIF | Tiffany & Co. (TIF) | sell | $1,001 – $15,000 | self | record |
| 2021-01-07 | — | Accenture plc Class A Ordinary | sell | $1,001 – $15,000 | self | record |
| 2021-01-05 | TSLA | Tesla, Inc. (TSlA) | buy | $1,001 – $15,000 | self | record |
| 2021-01-05 | IRM | Iron Mountain Incorporated (IRM) | buy | $1,001 – $15,000 | self | record |
| 2021-01-05 | ES | Eversource Energy (ES) | buy | $1,001 – $15,000 | self | record |
| 2021-01-05 | — | Equitable Holdings Inc. | buy | $1,001 – $15,000 | self | record |
| 2021-01-05 | DTE | DTE Energy Company (DTE) | sell | $1,001 – $15,000 | self | record |
| 2021-01-05 | T | AT&T Inc. (T) | sell | $1,001 – $15,000 | self | record |
| 2021-01-05 | AAL | American Airlines group, Inc. (AAl) | sell | $1,001 – $15,000 | self | record |
| 2021-01-05 | — | FIlINg STATuS: New | buy | $1,001 – $15,000 | self | record |
| 2021-01-05 | — | SuBHOlDINg OF: - Trust 1 | buy | $1,001 – $15,000 | self | record |
| 2021-01-05 | ABT | Abbott laboratories (ABT) | buy | $1,001 – $15,000 | self | record |
| 2021-01-05 | ABT | 2000075320 Abbott Laboratories (ABT) | buy | $1,001 – $15,000 | self | record |
| 2020-12-31 | — | Selective Insurance group | sell | $1,001 – $15,000 | self | record |
| 2020-12-29 | — | First Citizens bancshare PFD | sell | $1,001 – $15,000 | self | record |
| 2020-12-24 | — | Fifth Third bancorp 09/30/2165 | sell | $1,001 – $15,000 | self | record |
| 2020-12-22 | HDS | HD Supply Holdings, Inc. (HDS) | sell | $1,001 – $15,000 | self | record |
| 2020-12-21 | HDS | HD Supply Holdings, Inc. (HDS) | sell | $1,001 – $15,000 | self | record |
| 2020-12-18 | VRTX | Vertex Pharmaceuticals Incorporated (VRTX) | buy | $1,001 – $15,000 | self | record |
| 2020-12-18 | TDG | Transdigm group Incorporated Transdigm group Inc. (TDg) | sell | $1,001 – $15,000 | self | record |
| 2020-12-18 | TSLA | Tesla, Inc. (TSlA) | buy | $50,001 – $100,000 | self | record |
| 2020-12-18 | SPG | Simon Property group, Inc. (SPg) | buy | $1,001 – $15,000 | self | record |
| 2020-12-18 | SBAC | SbA Communications Corporation - Class A (SbAC) | sell | $1,001 – $15,000 | self | record |
| 2020-12-18 | CRM | Salesforce.com Inc (CRM) | sell | $15,001 – $50,000 | self | record |
| 2020-12-18 | NI | NiSource Inc (NI) | sell | $1,001 – $15,000 | self | record |
| 2020-12-18 | JKHY | Jack Henry & Associates, Inc. (JKHY) | sell | $1,001 – $15,000 | self | record |
| 2020-12-18 | INTC | Intel Corporation (INTC) | buy | $1,001 – $15,000 | self | record |
| 2020-12-18 | HDS | HD Supply Holdings, Inc. (HDS) | sell | $1,001 – $15,000 | self | record |
| 2020-12-18 | GILD | gilead Sciences, Inc. (gIlD) | sell | $1,001 – $15,000 | self | record |
| 2020-12-18 | — | Fifth Third bancorp 09/30/2165 | sell | $1,001 – $15,000 | self | record |
| 2020-12-18 | EQIX | Equinix, Inc. (EQIX) | sell | $1,001 – $15,000 | self | record |
| 2020-12-18 | DLTR | Dollar Tree, Inc. (DlTR) | buy | $1,001 – $15,000 | self | record |
| 2020-12-18 | DLR | Digital Realty Trust, Inc. (DlR) | sell | $1,001 – $15,000 | self | record |
| 2020-12-18 | ED | Consolidated Edison, Inc. (ED) | sell | $1,001 – $15,000 | self | record |
| 2020-12-18 | CLX | Clorox Company (ClX) | sell | $1,001 – $15,000 | self | record |
| 2020-12-18 | CTXS | Citrix Systems, Inc. (CTXS) | sell | $1,001 – $15,000 | self | record |
| 2020-12-18 | CFG | Citizens Financial group, Inc. (CFg) | sell | $1,001 – $15,000 | self | record |
| 2020-12-18 | CSCO | Cisco Systems, Inc. (CSCO) | buy | $1,001 – $15,000 | self | record |
| 2020-12-18 | BSX | boston Scientific Corporation (bSX) | sell | $1,001 – $15,000 | self | record |
| 2020-12-18 | BAX | baxter International Inc. (bAX) | sell | $1,001 – $15,000 | self | record |
| 2020-12-18 | T | AT&T Inc. (T) | sell | $1,001 – $15,000 | self | record |
| 2020-12-18 | ARNC | Arconic Corporation (ARNC) | sell | $1,001 – $15,000 | self | record |
| 2020-12-18 | AAL | American Airlines group, Inc. (AAl) | buy | $1,001 – $15,000 | self | record |
| 2020-12-18 | AKAM | Akamai Technologies, Inc. (AKAM) | sell | $1,001 – $15,000 | self | record |
| 2020-12-17 | HDS | HD Supply Holdings, Inc. (HDS) | sell | $1,001 – $15,000 | self | record |
| 2020-12-16 | SNE | Sony Corporation (SNE) | buy | $1,001 – $15,000 | self | record |
| 2020-12-16 | JPM | JP Morgan Chase & Co. (JPM) | buy | $1,001 – $15,000 | self | record |
| 2020-12-16 | — | First Citizens bancshare PFD | sell | $1,001 – $15,000 | self | record |
| 2020-12-16 | CMCSA | Comcast Corporation - Class A (CMCSA) | buy | $1,001 – $15,000 | self | record |
| 2020-12-10 | MAS | Masco Corporation (MAS) | buy | $1,001 – $15,000 | self | record |
| 2020-12-09 | MAS | Masco Corporation (MAS) | buy | $1,001 – $15,000 | self | record |
| 2020-12-08 | — | Charles Schwab Corp Var Rt Perp | buy | $15,001+ | self | record |
| 2020-12-07 | — | Selective Insurance group | sell | $1,001 – $15,000 | self | record |
| 2020-12-02 | — | Selective Insurance group | buy | $1,001 – $15,000 | self | record |
| 2020-11-16 | MU | Micron Technology, Inc. (Mu) | buy | $1,001 – $15,000 | self | record |
| 2020-11-16 | HON | Honeywell International Inc. (HON) | sell | $1,001 – $15,000 | self | record |
| 2020-11-16 | CMCSA | Comcast Corporation - Class A (CMCSA) | buy | $1,001 – $15,000 | self | record |
| 2020-11-16 | BKNG | booking Holdings Inc. (bKNg) | sell | $1,001 – $15,000 | self | record |
| 2020-11-16 | — | Assurant Inc. PFD | buy | $1,001 – $15,000 | self | record |
| 2020-11-03 | — | Charles Schwab Corporation PFD | sell | $1,001 – $15,000 | self | record |
| 2020-11-02 | CMCSA | Comcast Corporation - Class A (CMCSA) | buy | $1,001 – $15,000 | self | record |
| 2020-11-02 | ACN | Accenture plc Class A Ordinary Shares (ACN) | sell | $1,001 – $15,000 | self | record |
| 2020-10-30 | MU | Micron Technology, Inc. (Mu) | buy | $1,001 – $15,000 | self | record |
| 2020-10-27 | — | bank of America Corp 4.38% PFD | buy | $1,001 – $15,000 | self | record |
| 2020-10-22 | — | Charles Schwab Corporation PFD | sell | $1,001 – $15,000 | self | record |
| 2020-10-15 | — | Charles Schwab Corporation PFD | sell | $1,001 – $15,000 | self | record |
| 2020-10-13 | — | Metlife, Inc Var Rt 12/15/2165 dtd 06/01/2015 | sell | $100,001 – $250,000 | self | record |
| 2020-10-02 | MU | Micron Technology, Inc. (Mu) | buy | $1,001 – $15,000 | self | record |
| 2020-10-01 | MU | Micron Technology, Inc. (Mu) | buy | $1,001 – $15,000 | self | record |
| 2020-09-23 | XLNX | Xilinx, Inc. (XlNX) | buy | $1,001 – $15,000 | self | record |
| 2020-09-23 | WFC | Wells Fargo & Company (WFC) | buy | $1,001 – $15,000 | self | record |
| 2020-09-23 | VRSN | VeriSign, Inc. (VRSN) | buy | $1,001 – $15,000 | self | record |
| 2020-09-23 | TMUS | T-Mobile uS, Inc. (TMuS) | buy | $1,001 – $15,000 | self | record |
| 2020-09-23 | NOW | ServiceNow, Inc. (NOW) | buy | $1,001 – $15,000 | self | record |
| 2020-09-23 | SBAC | SBA Communications Corporation - Class A (SBAC) | buy | $1,001 – $15,000 | self | record |
| 2020-09-23 | CRM | Salesforce.com Inc (CRM) | buy | $15,001+ | self | record |
| 2020-09-23 | ROP | Roper Technologies, Inc. (ROP) | buy | $1,001 – $15,000 | self | record |
| 2020-09-23 | PM | Philip Morris International Inc (PM) | buy | $1,001 – $15,000 | self | record |
| 2020-09-23 | OTIS | Otis Worldwide Corporation (OTIS) | buy | $1,001 – $15,000 | self | record |
| 2020-09-23 | NFLX | Netflix, Inc. (NFlX) | buy | $1,001 – $15,000 | self | record |
| 2020-09-23 | MSI | Motorola Solutions, Inc. (MSI) | buy | $1,001 – $15,000 | self | record |
| 2020-09-23 | MDLZ | Mondelez International, Inc. - Class A (MDlZ) | buy | $1,001 – $15,000 | self | record |
| 2020-09-23 | L | loews Corporation (l) | buy | $1,001 – $15,000 | self | record |
| 2020-09-23 | JKHY | Jack Henry & Associates, Inc. (JKHY) | buy | $1,001 – $15,000 | self | record |
| 2020-09-23 | INFO | IHS Markit ltd. Common Shares (INFO) | buy | $1,001 – $15,000 | self | record |
| 2020-09-23 | GPN | global Payments Inc. (gPN) | buy | $1,001 – $15,000 | self | record |
| 2020-09-23 | GILD | gilead Sciences, Inc. (gIlD) | buy | $1,001 – $15,000 | self | record |
| 2020-09-23 | FB | Facebook, Inc. - Class A (FB) | buy | $1,001 – $15,000 | self | record |
| 2020-09-23 | EL | Estee lauder Companies, Inc. (El) | buy | $1,001 – $15,000 | self | record |
| 2020-09-23 | EQIX | Equinix, Inc. (EQIX) | buy | $1,001 – $15,000 | self | record |
| 2020-09-23 | EA | Electronic Arts Inc. (EA) | buy | $1,001 – $15,000 | self | record |
| 2020-09-23 | DLR | Digital Realty Trust, Inc. (DlR) | buy | $1,001 – $15,000 | self | record |
| 2020-09-23 | ED | Consolidated Edison, Inc. (ED) | buy | $1,001 – $15,000 | self | record |
| 2020-09-23 | CTSH | Cognizant Technology Solutions Corporation - Class A (CTSH) | buy | $1,001 – $15,000 | self | record |
| 2020-09-23 | CME | CME group Inc. - Class A (CME) | buy | $1,001 – $15,000 | self | record |
| 2020-09-23 | CLX | Clorox Company (ClX) | buy | $1,001 – $15,000 | self | record |
| 2020-09-23 | CTXS | Citrix Systems, Inc. (CTXS) | buy | $1,001 – $15,000 | self | record |
| 2020-09-23 | SCHW | Charles Schwab Corporation (SCHW) | buy | $1,001 – $15,000 | self | record |
| 2020-09-23 | CAT | Caterpillar, Inc. (CAT) | buy | $1,001 – $15,000 | self | record |
| 2020-09-23 | BAX | Baxter International Inc. (BAX) | buy | $1,001 – $15,000 | self | record |
| 2020-09-23 | ATO | Atmos Energy Corporation (ATO) | buy | $1,001 – $15,000 | self | record |
| 2020-09-23 | T | AT&T Inc. (T) | buy | $1,001 – $15,000 | self | record |
| 2020-09-23 | AAPL | Apple Inc. (AAPl) | buy | $1,001 – $15,000 | self | record |
| 2020-09-23 | AMZN | Amazon.com, Inc. (AMZN) | buy | $1,001 – $15,000 | self | record |
| 2020-09-23 | GOOG | Alphabet Inc. - Class C Capital Stock (gOOg) | buy | $1,001 – $15,000 | self | record |
| 2020-09-23 | GOOGL | Alphabet Inc. - Class A (gOOgl) | buy | $1,001 – $15,000 | self | record |
| 2020-09-23 | AKAM | Akamai Technologies, Inc. (AKAM) | buy | $1,001 – $15,000 | self | record |
| 2020-09-23 | AMD | Advanced Micro Devices, Inc. (AMD) | buy | $1,001 – $15,000 | self | record |
| 2020-09-23 | ABT | Abbott laboratories (ABT) | buy | $1,001 – $15,000 | self | record |
| 2020-09-23 | MMM | 3M Company (MMM) | buy | $1,001 – $15,000 | self | record |
| 2020-09-17 | — | Partnerre Finance B llC VAR RT | buy | $1,001 – $15,000 | self | record |
| 2020-09-08 | — | Digital Realty Trust Inc PFD 6.35% | sell | $15,001+ | self | record |
| 2020-09-02 | — | WA MD Subn San Dist Ref 5.0%; | buy | $15,001+ | self | record |
| 2020-09-01 | — | PA St Higher Edl Facs Auth Rev | sell | $15,001+ | self | record |
| 2020-09-01 | DLTR | Dollar Tree, Inc. (DlTR) | buy | $1,001 – $15,000 | self | record |
| 2020-09-01 | ACN | Accenture plc Class A Ordinary Shares (ACN) | sell | $1,001 – $15,000 | self | record |
| 2020-08-31 | — | Johnson County KS uNIF Sch Dist | buy | $15,001+ | self | record |
| 2020-08-10 | WDC | Western Digital Corporation (WDC) | sell | $1,001 – $15,000 | self | record |
| 2020-08-10 | WBA | Walgreens Boots Alliance, Inc. (WBA) | buy | $1,001 – $15,000 | self | record |
| 2020-08-10 | UA | under Armour, Inc. Class C (uA) | buy | $1,001 – $15,000 | self | record |
| 2020-08-10 | UAA | under Armour, Inc. Class A (uAA) | buy | $1,001 – $15,000 | self | record |
| 2020-08-10 | TDG | Transdigm group Incorporated Transdigm group Inc. (TDg) | sell | $1,001 – $15,000 | self | record |
| 2020-08-10 | PYPL | PayPal Holdings, Inc. (PYPl) | sell | $1,001 – $15,000 | self | record |
| 2020-08-10 | NTAP | NetApp, Inc. (NTAP) | buy | $1,001 – $15,000 | self | record |
| 2020-08-10 | TAP | Molson Coors Beverage Company Class B (TAP) | buy | $1,001 – $15,000 | self | record |
| 2020-08-10 | HWM | Howmet Aerospace Inc. (HWM) | sell | $1,001 – $15,000 | self | record |
| 2020-08-10 | FB | Facebook, Inc. - Class A (FB) | buy | $1,001 – $15,000 | self | record |
| 2020-08-10 | DXC | DXC Technology Company (DXC) | buy | $1,001 – $15,000 | self | record |
| 2020-08-10 | DHR | Danaher Corporation (DHR) | sell | $1,001 – $15,000 | self | record |
| 2020-08-10 | CMG | Chipotle Mexican grill, Inc. (CMg) | sell | $1,001 – $15,000 | self | record |
| 2020-08-10 | BSX | Boston Scientific Corporation (BSX) | buy | $1,001 – $15,000 | self | record |
| 2020-08-10 | ANET | Arista Networks, Inc. (ANET) | buy | $1,001 – $15,000 | self | record |
| 2020-07-30 | TFC | Truist Financial Corporation (TFC) | buy | $1,001 – $15,000 | self | record |
| 2020-07-21 | — | Viacom Inc Var Rt 02/28/2057 dtd | sell | $1,001 – $15,000 | self | record |
| 2020-06-29 | — | Met gov't Nashville & Davidson Cnty TN Ref-Ser A unltd Tax 5.0%; Due 07/01/2023 | buy | $15,001 – $50,000 | self | record |
| 2020-06-17 | — | Discover Finl Svs Var Rt Perp Mat | buy | $1,001 – $15,000 | self | record |
| 2020-06-08 | PGR | Progressive Corporation (PgR) | buy | $1,001 – $15,000 | self | record |
| 2020-06-08 | PHG | Koninklijke Philips N.V. NY Registry Shares (PHg) | buy | $1,001 – $15,000 | self | record |
| 2020-06-08 | HON | Honeywell International Inc. (HON) | sell | $1,001 – $15,000 | self | record |
| 2020-06-05 | HON | Honeywell International Inc. (HON) | sell | $1,001 – $15,000 | self | record |
| 2020-06-02 | SNE | Sony Corporation (SNE) | buy | $1,001 – $15,000 | self | record |
| 2020-06-02 | — | Columbia MO Sch Dist Ref-Ser b unltd Tax 5.0%; Due 03/01/2025 | buy | $15,001 – $50,000 | self | record |
| 2020-06-01 | DGX | Quest Diagnostics Incorporated (DgX) | sell | $1,001 – $15,000 | self | record |
| 2020-06-01 | CMCSA | Comcast Corporation - Class A (CMCSA) | buy | $1,001 – $15,000 | self | record |
| 2020-05-27 | WFC | Wells Fargo & Company (WFC) | sell | $15,001 – $50,000 | self | record |
| 2020-05-27 | — | Truist Fin Corp Var Rt Perp Mat dtd 6/01/2020 | buy | $15,001 – $50,000 | self | record |
| 2020-05-26 | SNE | Sony Corporation (SNE) | buy | $1,001 – $15,000 | self | record |
| 2020-05-21 | UNH | unitedHealth group Incorporated Common Stock (uNH) | sell | $1,001 – $15,000 | self | record |
| 2020-05-21 | PGR | Progressive Corporation (PgR) | buy | $1,001 – $15,000 | self | record |
| 2020-05-20 | UNH | unitedHealth group Incorporated Common Stock (uNH) | sell | $1,001 – $15,000 | self | record |
| 2020-05-20 | PGR | Progressive Corporation (PgR) | buy | $1,001 – $15,000 | self | record |
| 2020-05-20 | EXPD | Expeditors International of Washington, Inc. (EXPD) | sell | $1,001 – $15,000 | self | record |
| 2020-05-19 | UNH | unitedHealth group Incorporated Common Stock (uNH) | sell | $1,001 – $15,000 | self | record |
| 2020-05-19 | PGR | Progressive Corporation (PgR) | buy | $1,001 – $15,000 | self | record |
| 2020-05-18 | UNH | unitedHealth group Incorporated Common Stock (uNH) | sell | $1,001 – $15,000 | self | record |
| 2020-05-18 | UL | unilever PlC (ul) | buy | $1,001 – $15,000 | self | record |
| 2020-05-18 | PGR | Progressive Corporation (PgR) | buy | $1,001 – $15,000 | self | record |
| 2020-05-15 | UNH | unitedHealth group Incorporated Common Stock (uNH) | sell | $1,001 – $15,000 | self | record |
| 2020-05-15 | — | goldman Sachs group Inc. Var Rt | sell | $1,001 – $15,000 | self | record |
| 2020-05-15 | — | CMS Energy Corp Var Rt | buy | $1,001 – $15,000 | self | record |
| 2020-05-13 | WFC | Wells Fargo & Company (WFC) | sell | $1,001 – $15,000 | self | record |
| 2020-05-13 | VMC | Vulcan Materials Company (VMC) | sell | $1,001 – $15,000 | self | record |