Tommy Tuberville Republican · AL
Senate · in office · serving since 2021 · born September 18, 1954
Wikipedia · Ballotpedia · Official site · GovTrack · OpenSecrets · FEC filings · Bioguide
Transactions
1,439
across 43 filings
Securities traded
284
0 active in 6 months
Disclosed range total
$18,994,439
sum of filed minimums
In plain language
Of 1,439 disclosed trades, 5 were flagged by the site's published rules — 0.3%.
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.
- 3 · committee window
- 2 · 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 |
|---|---|---|---|
| Senator, AL | 117th | 2021–2027 | 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 |
|---|---|---|---|---|
| Senate Committee on Agriculture, Nutrition, and Forestry | Member | 7 | majority | record |
| Senate Committee on Armed Services | Member | 9 | majority | record |
| Senate Committee on Health, Education, Labor, and Pensions | Member | 8 | majority | record |
| Senate Committee on Veterans' Affairs | Member | 8 | majority | record |
| Senate Special Committee on Aging | Member | 4 | majority | record |
Earlier Congresses
| Congress | Committee | Position | Observed |
|---|---|---|---|
| 118th | Senate Committee on Agriculture, Nutrition, and Forestry | Member | 2023-02 → 2024-11 |
| 118th | Senate Committee on Armed Services | Member | 2023-02 → 2024-11 |
| 118th | Senate Committee on Health, Education, Labor, and Pensions | Member | 2023-02 → 2024-11 |
| 118th | Senate Committee on Veterans' Affairs | Member | 2023-02 → 2024-11 |
| 117th | Senate Committee on Agriculture, Nutrition, and Forestry | Member | 2021-02 → 2022-11 |
| 117th | Senate Committee on Armed Services | Member | 2021-02 → 2022-11 |
| 117th | Senate Committee on Health, Education, Labor, and Pensions | Member | 2021-02 → 2022-11 |
| 117th | Senate Committee on Veterans' Affairs | Member | 2021-02 → 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
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 |
|---|---|---|---|---|---|---|
| MSFT | Microsoft Corporation - Common Stock (M… | Software & IT Services | 27 | 7 / 20 | $1,945,014 | 2021-02 → 2025-10 |
| GOOGL | Alphabet Inc. - Class A Common Stock (G… | Software & IT Services | 5 | 1 / 4 | $89,003 | 2021-03 → 2025-10 |
| AAPL | Apple Inc. - Common Stock (AAPL) | Technology Hardware | 16 | 2 / 14 | $782,508 | 2021-06 → 2025-10 |
| PEP | Pepsico Inc | Food & Beverage | 4 | 1 / 3 | $81,002 | 2021-07 → 2025-10 |
| ORCL | Oracle Corporation Common Stock (ORCL) | Software & IT Services | 3 | 0 / 3 | $48,502 | 2022-08 → 2025-10 |
| OC | Owens Corning Inc | — | 3 | 1 / 2 | $97,502 | 2022-08 → 2025-10 |
| CSX | CSX Corporation - Common Stock | Transportation | 5 | 1 / 4 | $89,003 | 2021-02 → 2025-04 |
| PYPL | Paypal Holdings | Business Services | 48 | 17 / 31 | $3,911,524 | 2021-03 → 2025-04 |
| AMGN | Amgen Inc | Pharmaceuticals & Biotech | 4 | 2 / 2 | $81,002 | 2022-01 → 2025-04 |
| LLY | Eli Lilly and Company Common Stock (LLY) | Pharmaceuticals & Biotech | 5 | 0 / 5 | $138,003 | 2022-01 → 2025-04 |
| MA | Mastercard Incorporated Common Stock (M… | Business Services | 3 | 0 / 3 | $48,502 | 2022-01 → 2025-04 |
| DUK | Duke Energy Corp | Utilities | 2 | 0 / 2 | $65,001 | 2022-01 → 2025-04 |
| BMY | Bristol-Myers Squibb Company Common Sto… | Pharmaceuticals & Biotech | 6 | 2 / 4 | $48,003 | 2023-10 → 2025-04 |
| JPM | JP Morgan Chase & Co. Common Stock (JPM) | Banking | 2 | 0 / 2 | $40,501 | 2024-03 → 2025-04 |
| USIG | iShares Broad USD Investment Grade Corp… | — | 1 | 1 / 0 | $75,001 | 2025-04 → 2025-04 |
| ADM | Archer Daniels Midland | Food & Beverage | 1 | 0 / 1 | $32,501 | 2025-04 → 2025-04 |
| STZ | Constellation Brands, Inc. Common Stock… | Food & Beverage | 1 | 0 / 1 | $32,501 | 2025-04 → 2025-04 |
| GS | Goldman Sachs Group | Capital Markets | 1 | 0 / 1 | $32,501 | 2025-04 → 2025-04 |
| DEO | Diageo Plc ADR | Food & Beverage | 3 | 1 / 2 | $48,502 | 2021-09 → 2025-01 |
| TSCO | Tractor Supply Company | Retail & Consumer | 2 | 0 / 2 | $40,501 | 2022-08 → 2025-01 |
| TXN | Texas Instruments Incorporated - Common… | Semiconductors | 22 | 8 / 14 | $715,511 | 2023-01 → 2025-01 |
| CARR | Carrier Global Corp | Other | 1 | 0 / 1 | $8,001 | 2025-01 → 2025-01 |
| ADBE | Adobe Systems Inc | Software & IT Services | 11 | 2 / 9 | $161,506 | 2021-02 → 2024-10 |
| JNJ | Johnson & Johnson Common Stock (JNJ) | Pharmaceuticals & Biotech | 4 | 1 / 3 | $56,502 | 2021-03 → 2024-10 |
| HON | Honeywell International Inc. (HON) | Defense & Aerospace | 4 | 1 / 3 | $56,502 | 2021-03 → 2024-10 |
| KMB | Kimberly-Clark Corporation Common Stock… | Materials | 11 | 5 / 6 | $420,006 | 2022-12 → 2024-10 |
| CTVA | Corteva Inc | Agriculture | 1 | 0 / 1 | $8,001 | 2024-10 → 2024-10 |
| MCD | McDonald's Corporation Common Stock | Retail & Consumer | 1 | 0 / 1 | $32,501 | 2024-10 → 2024-10 |
| TRV | The Travelers Companies, Inc. Common St… | Insurance | 1 | 0 / 1 | $32,501 | 2024-10 → 2024-10 |
| MDT | Medtronic plc. Ordinary Shares (MDT) | Medical Devices | 2 | 0 / 2 | $65,001 | 2022-01 → 2024-08 |
| ABNFX | The Bond Fd of America Class F-2 Shares… | — | 2 | 2 / 0 | $107,501 | 2022-08 → 2024-08 |
| CVS | CVS Health Corporation Common Stock (CV… | Retail & Consumer | 1 | 0 / 1 | $8,001 | 2024-08 → 2024-08 |
| UPS | United Parcel Service, Inc. Common Stoc… | Transportation | 1 | 0 / 1 | $32,501 | 2024-08 → 2024-08 |
| EIBLX | Eaton Vance Floating Rate Fund Insti Sh… | — | 1 | 0 / 1 | $75,001 | 2024-08 → 2024-08 |
| INTC | Intel Corporation - Common Stock (INTC) | Semiconductors | 30 | 14 / 16 | $1,732,515 | 2021-01 → 2024-05 |
| CLF | Cleveland-Cliffs Inc | Mining & Metals | 107 | 34 / 73 | $3,152,054 | 2021-01 → 2024-05 |
| GILD | Gilead Sciences Inc | Pharmaceuticals & Biotech | 7 | 4 / 3 | $56,004 | 2022-01 → 2024-05 |
| ARKK | Ark Innovation ETF Option Type: Call St… | — | 7 | 5 / 2 | $190,004 | 2022-02 → 2024-05 |
| PARA | Paramount Global Cl B | — | 7 | 3 / 4 | $339,004 | 2023-04 → 2024-05 |
| KEY | KeyCorp Common Stock (KEY) | Banking | 9 | 7 / 2 | $188,005 | 2022-03 → 2024-05 |
| SWKS | Skyworks Solutions, Inc. - Common Stock | Semiconductors | 6 | 3 / 3 | $97,003 | 2021-03 → 2024-05 |
| GOLD | Barrick Gold Corp Option Type: Put Stri… | Wholesale | 20 | 12 / 8 | $668,510 | 2022-01 → 2024-05 |
| XBI | S&P Biotech SPDR Option Type: Call Stri… | — | 2 | 2 / 0 | $16,001 | 2024-05 → 2024-05 |
| CVX | Chevron Corporation Common Stock (CVX) | Oil & Gas | 12 | 6 / 6 | $521,506 | 2022-01 → 2024-05 |
| FITB | Fifth Third Bancorp - Common Stock Opti… | Banking | 6 | 4 / 2 | $72,503 | 2022-03 → 2024-05 |
| WMS | Advanced Drainage Systems, Inc. Common … | Materials | 2 | 1 / 1 | $16,001 | 2023-10 → 2024-05 |
| LSCC | Lattice Semiconductor Corporation - Com… | Semiconductors | 8 | 5 / 3 | $88,504 | 2024-04 → 2024-05 |
| CCJ | Cameco Corporation Common Stock Option … | — | 2 | 1 / 1 | $16,001 | 2024-04 → 2024-05 |
| WAT | Waters Corporation Common Stock (WAT) | Medical Devices | 2 | 1 / 1 | $16,001 | 2021-03 → 2024-05 |
| TER | Teradyne, Inc. - Common Stock | Medical Devices | 2 | 1 / 1 | $16,001 | 2021-03 → 2024-05 |
| ODFL | Old Dominion Freight Line, Inc. - Commo… | Transportation | 5 | 3 / 2 | $40,003 | 2021-03 → 2024-05 |
| NDSN | Nordson Corporation - Common Stock | Industrials | 4 | 2 / 2 | $32,002 | 2021-03 → 2024-05 |
| HSY | Hershey Foods Corp | Food & Beverage | 2 | 1 / 1 | $16,001 | 2021-03 → 2024-05 |
| GGG | Graco Inc. Common Stock | Industrials | 4 | 2 / 2 | $32,002 | 2021-03 → 2024-05 |
| DECK | Deckers Outdoor Corporation (DECK) | Materials | 4 | 2 / 2 | $32,002 | 2021-03 → 2024-05 |
| PG | Procter & Gamble Company (PG) | Chemicals | 10 | 2 / 8 | $104,505 | 2021-09 → 2024-05 |
| NFLX | Netflix, Inc. - Common Stock (NFLX) | Media & Entertainment | 4 | 2 / 2 | $32,002 | 2021-09 → 2024-05 |
| MPWR | Monolithic Power Systems, Inc. - Common… | Semiconductors | 7 | 2 / 5 | $56,004 | 2021-09 → 2024-05 |
| KLAC | KLA Corporation - Common Stock (KLAC) | Medical Devices | 2 | 1 / 1 | $16,001 | 2021-09 → 2024-05 |
| CTAS | Cintas Corporation - Common Stock | Consumer Goods | 4 | 1 / 3 | $81,002 | 2021-09 → 2024-05 |
| DOW | Dow Inc. Common Stock (DOW) | Chemicals | 3 | 1 / 2 | $24,002 | 2021-10 → 2024-05 |
| RMD | ResMed Inc. Common Stock | Medical Devices | 5 | 2 / 3 | $40,003 | 2021-10 → 2024-05 |
| PFE | Pfizer, Inc. Common Stock (PFE) | Pharmaceuticals & Biotech | 5 | 4 / 1 | $64,503 | 2022-01 → 2024-05 |
| HUMA | Humacyte, Inc. - Common Stock | Pharmaceuticals & Biotech | 12 | 8 / 4 | $261,006 | 2022-03 → 2024-05 |
| CDNS | Cadence Design Systems, Inc. - Common S… | Software & IT Services | 2 | 1 / 1 | $16,001 | 2022-03 → 2024-05 |
| A | Agilent Technologies, Inc. Common Stock | Medical Devices | 5 | 3 / 2 | $40,003 | 2022-04 → 2024-05 |
| GRMN | Garmin Ltd. - Common Stock | Medical Devices | 4 | 2 / 2 | $32,002 | 2022-10 → 2024-05 |
| VRTX | Vertex Pharmaceuticals Incorporated - C… | Pharmaceuticals & Biotech | 2 | 1 / 1 | $16,001 | 2022-10 → 2024-05 |
| RELX | Relx Plc ADR | Business Services | 2 | 1 / 1 | $16,001 | 2022-10 → 2024-05 |
| GLPI | Gaming and Leisure Properties, Inc. - C… | Investment Funds | 2 | 1 / 1 | $16,001 | 2022-10 → 2024-05 |
| ELS | Equity Lifestyle Properties, Inc. Commo… | Investment Funds | 2 | 1 / 1 | $16,001 | 2022-10 → 2024-05 |
| V | Visa Inc. (V) | Business Services | 4 | 2 / 2 | $32,002 | 2023-01 → 2024-05 |
| MCO | Moody's Corporation Common Stock | Business Services | 4 | 1 / 3 | $32,002 | 2023-04 → 2024-05 |
| ITW | Illinois Tool Works Inc | Industrials | 4 | 1 / 3 | $32,002 | 2023-04 → 2024-05 |
| CBSH | Commerce Bancshares, Inc. - Common Stock | — | 5 | 3 / 2 | $40,003 | 2023-04 → 2024-05 |
| JKHY | Jack Henry & Associates, Inc. - Common … | Software & IT Services | 3 | 1 / 2 | $24,002 | 2023-10 → 2024-05 |
| NXPI | NXP Semiconductors N.V. - Common Stock … | Semiconductors | 2 | 1 / 1 | $16,001 | 2023-10 → 2024-05 |
| TEL | TE Connectivity plc Ordinary Shares (TE… | Wholesale | 2 | 1 / 1 | $16,001 | 2024-04 → 2024-05 |
| SNPS | Synopsys, Inc. - Common Stock (SNPS) | Software & IT Services | 2 | 1 / 1 | $16,001 | 2024-04 → 2024-05 |
| QLYS | Qualys, Inc. - Common Stock | Software & IT Services | 2 | 1 / 1 | $16,001 | 2024-04 → 2024-05 |
| MSI | Motorola Solutions | Electronics | 2 | 1 / 1 | $16,001 | 2024-04 → 2024-05 |
| LULU | lululemon athletica inc. - Common Stock… | Consumer Goods | 2 | 1 / 1 | $16,001 | 2024-04 → 2024-05 |
| BRO | Brown & Brown, Inc. Common Stock (BRO) | Insurance | 2 | 1 / 1 | $16,001 | 2024-04 → 2024-05 |
| VRSK | Verisk Analytics, Inc. - Common Stock (… | Software & IT Services | 1 | 0 / 1 | $8,001 | 2024-05 → 2024-05 |
| UI | Ubiquiti Inc. Common Stock | Electronics | 1 | 0 / 1 | $8,001 | 2024-05 → 2024-05 |
| SOLV | Solventum Corporation | Medical Devices | 1 | 1 / 0 | $8,001 | 2024-05 → 2024-05 |
| PAYX | Paychex Inc | Business Services | 1 | 0 / 1 | $8,001 | 2024-05 → 2024-05 |
| INFY | Infosys Limited American Depositary Sha… | Software & IT Services | 1 | 0 / 1 | $8,001 | 2024-05 → 2024-05 |
| FDS | FactSet Research Systems Inc. Common St… | Software & IT Services | 1 | 0 / 1 | $8,001 | 2024-05 → 2024-05 |
| CPRT | Copart, Inc. - Common Stock | Retail & Consumer | 1 | 0 / 1 | $8,001 | 2024-05 → 2024-05 |
| ASML | ASML Holding N.V. - New York Registry S… | Industrials | 1 | 0 / 1 | $32,501 | 2024-05 → 2024-05 |
| OXY | Occidental Petroleum Corporation Common… | Oil & Gas | 29 | 5 / 24 | $506,515 | 2021-02 → 2024-04 |
| NVDA | NVIDIA Corporation - Common Stock (NVDA) | Semiconductors | 8 | 4 / 4 | $162,004 | 2021-07 → 2024-04 |
| SSBK | Southern States Bancshares, Inc. - Comm… | — | 15 | 2 / 13 | $345,508 | 2021-08 → 2024-04 |
| WBA | Walgreens Boots Alliance, Inc. - Common… | — | 7 | 6 / 1 | $172,004 | 2022-01 → 2024-04 |
| XOM | Exxon Mobil Corp | Oil & Gas | 3 | 1 / 2 | $182,502 | 2022-10 → 2024-04 |
| SBLK | Star Bulk Carriers Corp. - Common Shares | — | 2 | 1 / 1 | $150,001 | 2024-02 → 2024-04 |
| GOGL | Golden Ocean Group Limited - Common Sto… | — | 2 | 1 / 1 | $150,001 | 2024-02 → 2024-04 |
| MMM | 3M Company Common Stock (MMM) | Medical Devices | 10 | 8 / 2 | $129,005 | 2021-03 → 2024-04 |
| QCOM | QUALCOMM Incorporated - Common Stock (Q… | Electronics | 27 | 13 / 14 | $2,382,014 | 2021-03 → 2024-04 |
| CLX | Clorox Company (CLX) | Chemicals | 17 | 4 / 13 | $802,009 | 2021-03 → 2024-04 |
| CCL | Carnival Corp | Transportation | 4 | 1 / 3 | $32,002 | 2023-06 → 2024-04 |
| PAC | Grupo Aeroportuario Del Pacifico ADR | — | 2 | 1 / 1 | $16,001 | 2024-04 → 2024-04 |
| NTES | NetEase, Inc. - American Depositary Sha… | Software & IT Services | 3 | 1 / 2 | $24,002 | 2021-03 → 2024-04 |
| ROK | Rockwell Automation, Inc. Common Stock | Medical Devices | 4 | 2 / 2 | $32,002 | 2021-03 → 2024-04 |
| REGN | Regeneron Pharmaceuticals, Inc. - Commo… | Pharmaceuticals & Biotech | 5 | 3 / 2 | $40,003 | 2021-03 → 2024-04 |
| KEYS | Keysight Technologies Inc. Common Stock | Medical Devices | 2 | 1 / 1 | $16,001 | 2021-09 → 2024-04 |
| NDAQ | Nasdaq, Inc. - Common Stock (NDAQ) | Capital Markets | 2 | 1 / 1 | $16,001 | 2022-03 → 2024-04 |
| AMAT | Applied Materials, Inc. - Common Stock | Semiconductors | 11 | 4 / 7 | $137,006 | 2022-10 → 2024-04 |
| PHM | PulteGroup, Inc. Common Stock | Construction | 5 | 2 / 3 | $40,003 | 2022-10 → 2024-04 |
| PAYC | Paycom Software, Inc. Common Stock (PAY… | Software & IT Services | 2 | 1 / 1 | $16,001 | 2022-10 → 2024-04 |
| SSD | Simpson Manufacturing Company, Inc. Com… | — | 3 | 2 / 1 | $24,002 | 2023-04 → 2024-04 |
| QSR | Restaurant Brands International | Retail & Consumer | 3 | 2 / 1 | $24,002 | 2023-04 → 2024-04 |
| WU | Western Union Company (The) Common Stock | Business Services | 2 | 1 / 1 | $16,001 | 2023-10 → 2024-04 |
| IEX | IDEX Corporation Common Stock | Industrials | 3 | 2 / 1 | $24,002 | 2021-03 → 2024-04 |
| FTNT | Fortinet, Inc. - Common Stock (FTNT) | Technology Hardware | 3 | 1 / 2 | $24,002 | 2021-03 → 2024-04 |
| ABBV | Abbvie Inc | Pharmaceuticals & Biotech | 8 | 3 / 5 | $64,004 | 2022-01 → 2024-04 |
| EXR | Extra Space Storage Inc Common Stock (E… | Investment Funds | 2 | 1 / 1 | $16,001 | 2022-10 → 2024-04 |
| AVGO | Broadcom Inc. - Common Stock (AVGO) | Semiconductors | 3 | 2 / 1 | $48,502 | 2023-04 → 2024-04 |
| MCHP | Microchip Technology Incorporated - Com… | Semiconductors | 5 | 3 / 2 | $40,003 | 2023-10 → 2024-04 |
| ACN | Accenture Plc | Business Services | 2 | 0 / 2 | $40,501 | 2022-01 → 2024-03 |
| IDXX | IDEXX Laboratories, Inc. - Common Stock… | Pharmaceuticals & Biotech | 5 | 3 / 2 | $40,003 | 2021-03 → 2024-01 |
| AON | Aon plc Class A Ordinary Shares (Irelan… | Insurance | 3 | 1 / 2 | $24,002 | 2021-10 → 2024-01 |
| SCCO | Southern Copper Corporation Common Stock | Mining & Metals | 8 | 4 / 4 | $398,004 | 2021-11 → 2024-01 |
| MMC | Marsh & McLennan Companies, Inc. Common… | — | 5 | 2 / 3 | $40,003 | 2022-03 → 2024-01 |
| MNST | Monster Beverage Corporation - Common S… | Food & Beverage | 3 | 1 / 2 | $24,002 | 2022-10 → 2024-01 |
| META | Meta Platforms Inc | Software & IT Services | 4 | 1 / 3 | $32,002 | 2023-04 → 2024-01 |
| GNTX | Gentex Corporation - Common Stock | Automotive | 4 | 3 / 1 | $56,502 | 2021-03 → 2024-01 |
| AME | AMETEK, Inc. (AME) | Medical Devices | 4 | 2 / 2 | $32,002 | 2021-03 → 2024-01 |
| IBM | International Business Machines Corpora… | Technology Hardware | 2 | 1 / 1 | $16,001 | 2022-01 → 2024-01 |
| CFG | Citizens Financial Group, Inc. Common S… | Banking | 4 | 3 / 1 | $56,502 | 2022-03 → 2024-01 |
| GOOG | Alphabet Inc. - Class C Capital Stock (… | Software & IT Services | 2 | 1 / 1 | $16,001 | 2022-03 → 2024-01 |
| RACE | Ferrari N.V. Common Shares (RACE) | Automotive | 2 | 1 / 1 | $16,001 | 2022-10 → 2024-01 |
| XP | XP Inc. - Class A Common Stock | Capital Markets | 3 | 2 / 1 | $48,502 | 2023-04 → 2024-01 |
| PAM | Pampa Energia S.A. ADR | — | 3 | 2 / 1 | $24,002 | 2023-04 → 2024-01 |
| ADSK | Autodesk Inc | Software & IT Services | 3 | 2 / 1 | $24,002 | 2023-04 → 2024-01 |
| APH | Amphenol Corporation Common Stock (APH) | Semiconductors | 3 | 2 / 1 | $24,002 | 2023-04 → 2024-01 |
| NVO | Novo Nordisk A/S Common Stock | Pharmaceuticals & Biotech | 1 | 0 / 1 | $32,501 | 2024-01 → 2024-01 |
| LRCX | Lam Research Corp | Industrials | 1 | 0 / 1 | $8,001 | 2024-01 → 2024-01 |
| ADI | Analog Devices | Semiconductors | 1 | 0 / 1 | $8,001 | 2024-01 → 2024-01 |
| AMD | Advanced Micro Devices, Inc. (AMD) | Semiconductors | 1 | 0 / 1 | $32,501 | 2024-01 → 2024-01 |
| DGX | Quest Diagnostics Incorporated Common S… | Healthcare Services | 2 | 1 / 1 | $40,501 | 2021-03 → 2024-01 |
| UNP | Union Pacific Corporation Common Stock … | Transportation | 2 | 0 / 2 | $40,501 | 2023-10 → 2024-01 |
| SLF | Sun Life Financial Inc. Common Stock | — | 1 | 0 / 1 | $32,501 | 2024-01 → 2024-01 |
| VZ | Verizon Communications Inc. Common Stoc… | Telecommunications | 5 | 4 / 1 | $64,503 | 2022-01 → 2023-12 |
| RF | Regions Financial Corp | Banking | 3 | 2 / 1 | $48,502 | 2022-03 → 2023-12 |
| UAA | Under Armour | Consumer Goods | 5 | 3 / 2 | $113,503 | 2021-10 → 2023-12 |
| DVA | DaVita Inc. Common Stock | Healthcare Services | 2 | 0 / 2 | $16,001 | 2023-06 → 2023-12 |
| MDLZ | Mondelez Intl Inc | Food & Beverage | 3 | 1 / 2 | $24,002 | 2023-04 → 2023-11 |
| FGBI | First Gurty Banc | Banking | 7 | 6 / 1 | $80,504 | 2022-03 → 2023-11 |
| X | United States Steel Corp Option Type: P… | — | 54 | 10 / 44 | $2,506,527 | 2021-05 → 2023-11 |
| HPQ | HP Inc | Technology Hardware | 6 | 2 / 4 | $146,003 | 2023-04 → 2023-10 |
| KO | Coca-Cola Company | Food & Beverage | 5 | 3 / 2 | $40,003 | 2022-01 → 2023-10 |
| TSLA | Tesla, Inc. - Common Stock (TSLA) | Automotive | 9 | 5 / 4 | $121,005 | 2023-04 → 2023-10 |
| ADP | Automatic Data Processing, Inc. - Commo… | Software & IT Services | 3 | 1 / 2 | $24,002 | 2021-03 → 2023-10 |
| MRK | Merck & Company, Inc. Common Stock (MRK) | Pharmaceuticals & Biotech | 3 | 1 / 2 | $24,002 | 2021-03 → 2023-10 |
| GIS | General Mills, Inc. Common Stock | Food & Beverage | 2 | 1 / 1 | $16,001 | 2022-10 → 2023-10 |
| SKY | Champion Homes, Inc. Common Stock (SKY) | Materials | 3 | 2 / 1 | $24,002 | 2023-04 → 2023-10 |
| RRC | Range Resources Corporation Common Stoc… | Oil & Gas | 3 | 2 / 1 | $24,002 | 2023-04 → 2023-10 |
| NSC | Norfolk Southern Corp | Transportation | 3 | 2 / 1 | $24,002 | 2023-04 → 2023-10 |
| GSK | GSK plc American Depositary Shares (GSK) | Pharmaceuticals & Biotech | 3 | 2 / 1 | $24,002 | 2023-04 → 2023-10 |
| DIOD | Diodes Incorporated - Common Stock | — | 3 | 2 / 1 | $24,002 | 2023-04 → 2023-10 |
| CRUS | Cirrus Logic, Inc. - Common Stock | — | 3 | 2 / 1 | $24,002 | 2023-04 → 2023-10 |
| NU | Nu Holdings Ltd Cl A | Banking | 10 | 9 / 1 | $320,505 | 2022-03 → 2023-10 |
| KR | Kroger Company (KR) | Retail & Consumer | 5 | 2 / 3 | $198,503 | 2023-04 → 2023-10 |
| LPX | Louisiana-Pacific Corporation Common St… | Materials | 6 | 2 / 4 | $382,003 | 2023-07 → 2023-10 |
| TSN | Tyson Foods, Inc. Common Stock | Food & Beverage | 2 | 0 / 2 | $40,501 | 2022-01 → 2023-09 |
| PRU | Prudential Financial, Inc. Common Stock… | Insurance | 1 | 0 / 1 | $32,501 | 2023-09 → 2023-09 |
| F | Ford Motor Company Common Stock (F) | Automotive | 19 | 12 / 7 | $1,158,510 | 2021-02 → 2023-08 |
| COF | Capital One Financial Corporation Commo… | Banking | 1 | 0 / 1 | $8,001 | 2023-06 → 2023-06 |
| ATVI | Activision Blizzard, Inc - Common Stock | — | 3 | 1 / 2 | $525,002 | 2022-11 → 2023-04 |
| MRO | Marathon Oil Corp | — | 6 | 1 / 5 | $48,003 | 2022-02 → 2023-04 |
| EW | Edwards Lifesciences Corporation Common… | Medical Devices | 3 | 1 / 2 | $24,002 | 2021-03 → 2023-04 |
| ALLE | Allegion plc Ordinary Shares (ALLE) | Business Services | 3 | 1 / 2 | $24,002 | 2021-09 → 2023-04 |
| CSCO | Cisco Systems Inc | Technology Hardware | 4 | 2 / 2 | $81,002 | 2022-01 → 2023-04 |
| LMST | Limestone Bancorp, Inc. - Common Stock | — | 3 | 1 / 2 | $24,002 | 2022-03 → 2023-04 |
| TMO | Thermo Fisher Scientific Inc | Medical Devices | 3 | 1 / 2 | $24,002 | 2022-03 → 2023-04 |
| MKSI | MKS Inc. - Common Stock (MKSI) | Medical Devices | 3 | 1 / 2 | $24,002 | 2022-03 → 2023-04 |
| GFI | Gold Fields Limited American Depositary… | Mining & Metals | 3 | 1 / 2 | $24,002 | 2022-03 → 2023-04 |
| AMT | American Tower Corporation (AMT) | Investment Funds | 3 | 1 / 2 | $24,002 | 2022-10 → 2023-04 |
| VCTR | Victory Capital Holdings, Inc. - Common… | — | 5 | 3 / 2 | $40,003 | 2022-10 → 2023-04 |
| TREX | Trex Company, Inc. Common Stock | — | 3 | 1 / 2 | $24,002 | 2022-10 → 2023-04 |
| SCI | Service Corporation International Commo… | Consumer Services | 3 | 1 / 2 | $24,002 | 2022-10 → 2023-04 |
| RH | RH Common Stock (RH) | Retail & Consumer | 3 | 1 / 2 | $24,002 | 2022-10 → 2023-04 |
| ETSY | Etsy, Inc. - Common Stock | Business Services | 3 | 1 / 2 | $24,002 | 2022-10 → 2023-04 |
| DQ | DAQO New Energy Corp. American Deposita… | — | 3 | 1 / 2 | $24,002 | 2022-10 → 2023-04 |
| CROX | Crocs, Inc. - Common Stock | — | 3 | 1 / 2 | $24,002 | 2022-10 → 2023-04 |
| MTD | Mettler-Toledo International, Inc. Comm… | Medical Devices | 2 | 0 / 2 | $16,001 | 2023-04 → 2023-04 |
| FLT | FleetCor Technologies, Inc. Common Stock | — | 2 | 0 / 2 | $16,001 | 2023-04 → 2023-04 |
| ANET | Arista Networks, Inc. Common Stock (ANE… | Technology Hardware | 2 | 0 / 2 | $65,001 | 2023-04 → 2023-04 |
| TSM | Taiwan Semiconductor Manufacturing Comp… | Semiconductors | 3 | 1 / 2 | $24,002 | 2022-11 → 2023-03 |
| BMO | Bank of Montreal | Banking | 2 | 1 / 1 | $16,001 | 2022-03 → 2023-03 |
| DIS | Walt Disney Company | Media & Entertainment | 1 | 0 / 1 | $32,501 | 2022-12 → 2022-12 |
| FTBFX | Fidelity Total Bond | — | 1 | 0 / 1 | $32,501 | 2022-10 → 2022-10 |
| SIEGY | Siemens AG American Depositary Shares (… | — | 1 | 0 / 1 | $32,501 | 2022-10 → 2022-10 |
| FDX | FedEx Corporation Common Stock (FDX) | Transportation | 1 | 0 / 1 | $8,001 | 2022-10 → 2022-10 |
| ALGN | Align Technology, Inc. - Common Stock (… | Medical Devices | 2 | 1 / 1 | $16,001 | 2021-03 → 2022-10 |
| SEIC | SEI Investments Company - Common Stock | — | 2 | 1 / 1 | $16,001 | 2021-03 → 2022-10 |
| EL | Estee Lauder Companies | Chemicals | 2 | 1 / 1 | $16,001 | 2021-09 → 2022-10 |
| APD | Air Products and Chemicals, Inc. Common… | Chemicals | 2 | 1 / 1 | $16,001 | 2021-09 → 2022-10 |
| NOC | Northrop Grumman Corporation Common Sto… | Medical Devices | 2 | 1 / 1 | $16,001 | 2022-03 → 2022-10 |
| MASI | Masimo Corporation - Common Stock (MASI) | — | 2 | 1 / 1 | $16,001 | 2022-03 → 2022-10 |
| IT | Gartner, Inc. Common Stock (IT) | Business Services | 2 | 1 / 1 | $16,001 | 2022-03 → 2022-10 |
| DHI | D.R. Horton, Inc. Common Stock (DHI) | Construction | 2 | 1 / 1 | $16,001 | 2022-03 → 2022-10 |
| ZTS | Zoetis Inc. Class A Common Stock (ZTS) | Pharmaceuticals & Biotech | 1 | 0 / 1 | $8,001 | 2022-10 → 2022-10 |
| WIT | Wipro Limited Common Stock | — | 1 | 0 / 1 | $8,001 | 2022-10 → 2022-10 |
| TROW | T. Rowe Price Group, Inc. - Common Stock | Capital Markets | 1 | 0 / 1 | $8,001 | 2022-10 → 2022-10 |
| MKTX | MarketAxess Holdings, Inc. - Common Sto… | Capital Markets | 1 | 0 / 1 | $8,001 | 2022-10 → 2022-10 |
| FAST | Fastenal Company - Common Stock (FAST) | Retail & Consumer | 1 | 0 / 1 | $8,001 | 2022-10 → 2022-10 |
| CHD | Church & Dwight Company, Inc. Common St… | Chemicals | 1 | 0 / 1 | $8,001 | 2022-10 → 2022-10 |
| ECOM | ChannelAdvisor Corporation Common Stock | — | 30 | 11 / 19 | $1,530,015 | 2021-02 → 2022-09 |
| SSYS | Stratasys, Ltd. - Common Stock (SSYS) | Technology Hardware | 15 | 6 / 9 | $303,008 | 2021-02 → 2022-08 |
| XLY | SPDR Select Sector Fund - Consumer Disc… | — | 2 | 1 / 1 | $65,001 | 2021-07 → 2022-08 |
| VTRS | Viatris Inc. - Common Stock (VTRS) | Pharmaceuticals & Biotech | 2 | 0 / 2 | $16,001 | 2022-01 → 2022-08 |
| IVV | iShares Core S&P 500 ETF | — | 1 | 0 / 1 | $32,501 | 2022-08 → 2022-08 |
| EFAV | iShares MSCI EAFE Min Vol Factor ETF | — | 1 | 0 / 1 | $32,501 | 2022-08 → 2022-08 |
| RSP | Invesco S&P 500 Equal Weight ETF | — | 1 | 1 / 0 | $32,501 | 2022-08 → 2022-08 |
| IDV | iShares International Select Dividend E… | — | 1 | 1 / 0 | $32,501 | 2022-08 → 2022-08 |
| DHS | Wisdomtree U.S. High Dividend Fund | — | 1 | 1 / 0 | $32,501 | 2022-08 → 2022-08 |
| PCNNX | Pimco Investment Grade Credit Bond Fund… | — | 1 | 0 / 1 | $32,501 | 2022-08 → 2022-08 |
| JHCBX | John Hancock Bond Fund Cl C | — | 1 | 0 / 1 | $32,501 | 2022-08 → 2022-08 |
| XLC | The Communication Services Select Secto… | — | 1 | 0 / 1 | $32,501 | 2022-08 → 2022-08 |
| MUB | iShares National Muni Bond ETF | — | 1 | 1 / 0 | $75,001 | 2022-08 → 2022-08 |
| EVT | Eaton Vance Tax Advantaged Dividend Inc… | — | 2 | 1 / 1 | $107,501 | 2022-06 → 2022-06 |
| BRK.B | Berkshire Hathaway Inc. New Common Stoc… | — | 1 | 0 / 1 | $175,001 | 2022-06 → 2022-06 |
| SQ | Block, Inc. Class A Common Stock, (SQ) | — | 2 | 1 / 1 | $40,501 | 2021-07 → 2022-04 |
| VEEV | Veeva Systems Inc. Class A Common Stock… | Software & IT Services | 2 | 1 / 1 | $16,001 | 2021-02 → 2022-03 |
| WST | West Pharmaceutical Services, Inc. Comm… | Medical Devices | 2 | 1 / 1 | $16,001 | 2021-03 → 2022-03 |
| VMW | Vmware, Inc. Common stock, Class A | — | 2 | 1 / 1 | $16,001 | 2021-03 → 2022-03 |
| SNA | Snap-On Incorporated Common Stock | Industrials | 2 | 1 / 1 | $16,001 | 2021-03 → 2022-03 |
| SIVB | SVB Financial Group - Common Stock | — | 2 | 1 / 1 | $16,001 | 2021-03 → 2022-03 |
| INTU | Intuit Inc. - Common Stock | Software & IT Services | 3 | 1 / 2 | $24,002 | 2021-03 → 2022-03 |
| CE | Celanese Corporation Celanese Corporati… | Chemicals | 2 | 1 / 1 | $16,001 | 2021-03 → 2022-03 |
| BIO | Bio-Rad Laboratories, Inc. Class A Comm… | Medical Devices | 2 | 1 / 1 | $16,001 | 2021-03 → 2022-03 |
| GNRC | Generac Holdlings Inc. Common Stock (GN… | Electronics | 2 | 1 / 1 | $16,001 | 2021-09 → 2022-03 |
| EXP | Eagle Materials Inc Common Stock | — | 2 | 1 / 1 | $16,001 | 2021-09 → 2022-03 |
| CABO | Cable One, Inc. Common Stock | — | 2 | 1 / 1 | $16,001 | 2021-09 → 2022-03 |
| BKE | Buckle, Inc. (BKE) | Retail & Consumer | 2 | 1 / 1 | $16,001 | 2021-09 → 2022-03 |
| SPGI | S&P Global Inc. Common Stock (SPGI) | Business Services | 1 | 0 / 1 | $8,001 | 2022-03 → 2022-03 |
| CP | Canadian Pacific Kansas City Limited Co… | Transportation | 1 | 0 / 1 | $8,001 | 2022-03 → 2022-03 |
| ABC | AmerisourceBergen Corporation Common St… | — | 1 | 0 / 1 | $32,501 | 2022-01 → 2022-01 |
| LMT | Lockheed Martin Corporation Common Stoc… | Defense & Aerospace | 1 | 0 / 1 | $32,501 | 2022-01 → 2022-01 |
| PM | Philip Morris International Inc | Food & Beverage | 1 | 0 / 1 | $32,501 | 2022-01 → 2022-01 |
| PONCX | Pimco Income Fund Class C | — | 1 | 0 / 1 | $32,501 | 2022-01 → 2022-01 |
| XEL | Xcel Energy Inc. (XEL) | Utilities | 1 | 0 / 1 | $32,501 | 2022-01 → 2022-01 |
| BABA | Alibaba Group Holding Limited American … | Business Services | 14 | 8 / 6 | $643,007 | 2021-01 → 2022-01 |
| AWK | American Water Works Company, Inc. Comm… | Utilities | 1 | 0 / 1 | $32,501 | 2022-01 → 2022-01 |
| NEE | NextEra Energy, Inc. Common Stock (NEE) | Utilities | 1 | 0 / 1 | $32,501 | 2022-01 → 2022-01 |
| RTX | Raytheon Technologies Corp | Defense & Aerospace | 1 | 0 / 1 | $8,001 | 2022-01 → 2022-01 |
| WMT | Walmart Inc. Common Stock (WMT) | Retail & Consumer | 1 | 0 / 1 | $8,001 | 2022-01 → 2022-01 |
| CRWD | CrowdStrike Holdings, Inc. - Class A Co… | Software & IT Services | 2 | 1 / 1 | $65,001 | 2021-07 → 2022-01 |
| NWL | Newell Brands Inc. (NWL) | Materials | 2 | 1 / 1 | $65,001 | 2021-07 → 2022-01 |
| PEGA | Pegasystems Inc. - Common Stock | Software & IT Services | 2 | 1 / 1 | $65,001 | 2021-07 → 2022-01 |
| ABQCX | Ab Bond Fund Inc. - Ab Total Return Bon… | — | 1 | 0 / 1 | $32,501 | 2022-01 → 2022-01 |
| FUN | Six Flags Entertainment Corporation Com… | — | 1 | 0 / 1 | $32,501 | 2022-01 → 2022-01 |
| FGSCX | Federated Mdt Mid Cap Growth Fund - C S… | — | 1 | 0 / 1 | $32,501 | 2022-01 → 2022-01 |
| CLOU | Global X Cloud Computing ETF | — | 1 | 0 / 1 | $32,501 | 2022-01 → 2022-01 |
| QQQ | Invesco QQQ Trust, Series 1 | — | 4 | 2 / 2 | $56,502 | 2021-01 → 2021-12 |
| APAM | Artisan Partners Asset Management Inc. … | — | 1 | 0 / 1 | $8,001 | 2021-10 → 2021-10 |
| AA | Alcoa Corporation Common Stock (AA) | Mining & Metals | 14 | 5 / 9 | $678,007 | 2021-01 → 2021-10 |
| CALX | Calix, Inc Common Stock Option Type: Pu… | Telecommunications | 10 | 2 / 8 | $80,005 | 2021-04 → 2021-10 |
| GE | General Electric Company | Electronics | 1 | 0 / 1 | $32,501 | 2021-10 → 2021-10 |
| UA | Under Armour, Inc. Class C Common Stock… | Consumer Goods | 1 | 0 / 1 | $32,501 | 2021-10 → 2021-10 |
| BDX | Becton, Dickinson and Company Common St… | Medical Devices | 1 | 0 / 1 | $32,501 | 2021-10 → 2021-10 |
| D | Dominion Energy Inc | Utilities | 1 | 0 / 1 | $32,501 | 2021-10 → 2021-10 |
| GD | General Dynamics Corp | Industrials | 1 | 0 / 1 | $32,501 | 2021-10 → 2021-10 |
| WAL | Western Alliance Bancorp | Banking | 2 | 1 / 1 | $16,001 | 2021-03 → 2021-09 |
| CHE | Chemed Corp (CHE) | Healthcare Services | 2 | 1 / 1 | $16,001 | 2021-03 → 2021-09 |
| BHP | BHP Group Limited American Depositary S… | Mining & Metals | 2 | 1 / 1 | $16,001 | 2021-03 → 2021-09 |
| ATHM | Autohome Inc. American Depositary Share… | — | 2 | 1 / 1 | $16,001 | 2021-03 → 2021-09 |
| MTUM | iShares MSCI USA Momentum Factor ETF | — | 1 | 1 / 0 | $32,501 | 2021-07 → 2021-07 |
| DTD | Wisdomtree U.S. Total Dividend Fund | — | 1 | 1 / 0 | $32,501 | 2021-07 → 2021-07 |
| FCX | Freeport-McMoRan, Inc. Common Stock (FC… | Mining & Metals | 3 | 0 / 3 | $48,502 | 2021-04 → 2021-05 |
| FDSWX | AIG Focused Dividend Strategy Fund Clas… | — | 1 | 0 / 1 | $8,001 | 2021-05 → 2021-05 |
| FB | Meta Platforms, Inc. - Class A (FB) | — | 2 | 1 / 1 | $16,001 | 2021-01 → 2021-04 |
| EA | Electronic Arts Inc. - Common Stock (EA) | Software & IT Services | 2 | 1 / 1 | $16,001 | 2021-03 → 2021-04 |
| EBAY | Ebay Inc | Business Services | 1 | 0 / 1 | $8,001 | 2021-03 → 2021-03 |
| CNR | Cornerstone Building Brands, Inc. | — | 1 | 1 / 0 | $8,001 | 2021-03 → 2021-03 |
| CL | Colgate-Palmolive Company | Chemicals | 1 | 0 / 1 | $8,001 | 2021-03 → 2021-03 |
| SDOG | ALPS Sector Dividend Dogs ETF | — | 1 | 1 / 0 | $32,501 | 2021-01 → 2021-01 |
| TDY | Teledyne Technologies Incorporated Comm… | Medical Devices | 1 | 0 / 1 | $75,001 | 2021-01 → 2021-01 |
| WY | Weyerhaeuser Company Common Stock (WY) | Investment Funds | 1 | 0 / 1 | $75,001 | 2021-01 → 2021-01 |
| ONEQ | Fidelity Nasdaq Composite Index ETF | — | 1 | 0 / 1 | $175,001 | 2021-01 → 2021-01 |
| DG | Dollar General Corporation Common Stock… | Retail & Consumer | 1 | 0 / 1 | $75,001 | 2021-01 → 2021-01 |
The Spread by year
| Year | Spread | Trades priced | Disclosed value |
|---|---|---|---|
| 2025 | +4.2% | 25 | $763,513 |
| 2024 | +8.6% | 199 | $5,434,600 |
| 2023 | -2.0% | 320 | $9,195,160 |
| 2022 | -0.3% | 228 | $9,154,614 |
| 2021 | -2.8% | 184 | $4,212,092 |
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 |
|---|---|---|---|---|---|---|
| 2025-10-07 | — | BIRMINGHAM ALA GO WTS SER. 2018 B Rate/Coupon: 5.0% Matures: 12/01/2043 | sell | $15,001 – $50,000 | joint | record |
| 2025-10-07 | ORCL | Oracle Corporation Common Stock | sell | $15,001 – $50,000 | joint | record |
| 2025-10-07 | GOOGL | Alphabet Inc. - Class A Common Stock | sell | $15,001 – $50,000 | joint | record |
| 2025-10-07 | AAPL | Apple Inc | sell | $15,001 – $50,000 | joint | record |
| 2025-10-07 | MSFT | Microsoft Corp | sell | $15,001 – $50,000 | joint | record |
| 2025-10-07 | OC | Owens Corning Inc | sell | $15,001 – $50,000 | joint | record |
| 2025-10-07 | PEP | Pepsico Inc | sell | $15,001 – $50,000 | joint | record |
| 2025-04-15 | — | Qualcomm Inc | sell | $15,001 – $50,000 | joint | record |
| 2025-04-15 | MSFT | Microsoft Corp | sell | $15,001 – $50,000 | joint | record |
| 2025-04-15 | MA | Mastercard Inc | sell | $15,001 – $50,000 | joint | record |
| 2025-04-15 | LLY | Eli Lilly and Company | sell | $15,001 – $50,000 | joint | record |
| 2025-04-15 | GS | Goldman Sachs Group | sell | $15,001 – $50,000 | joint | record |
| 2025-04-15 | DUK | Duke Energy Corp | sell | $15,001 – $50,000 | joint | record |
| 2025-04-15 | STZ | Constellation Brands Inc | sell | $15,001 – $50,000 | joint | record |
| 2025-04-15 | CSX | CSX Corp | sell | $15,001 – $50,000 | joint | record |
| 2025-04-15 | ADM | Archer Daniels Midland | sell | $15,001 – $50,000 | joint | record |
| 2025-04-15 | AAPL | Apple Inc | sell | $15,001 – $50,000 | joint | record |
| 2025-04-15 | AMGN | Amgen Inc | sell | $15,001 – $50,000 | joint | record |
| 2025-04-15 | GOOGL | Alphabet Cl A | sell | $15,001 – $50,000 | joint | record |
| 2025-04-15 | JPM | JP Morgan Chase & Company | sell | $15,001 – $50,000 | joint | record |
| 2025-04-15 | USIG | iShares Broad USD Investment Grade Corporate Bond | buy | $50,001 – $100,000 | self | record |
| 2025-04-15 | PYPL | Paypal Holdings | sell | $15,001 – $50,000 | self | record |
| 2025-04-15 | BMY | Bristol-Myers Squibb Company | sell | $1,001 – $15,000 | self | record |
| 2025-01-10 | AAPL | Apple Inc | sell | $15,001 – $50,000 | joint | record |
| 2025-01-10 | MSFT | Microsoft Corp | sell | $15,001 – $50,000 | joint | record |
| 2025-01-10 | DEO | Diageo Plc ADR | sell | $15,001 – $50,000 | joint | record |
| 2025-01-10 | TXN | Texas Instruments Incorporated - Common Stock | sell | $15,001 – $50,000 | joint | record |
| 2025-01-10 | CARR | Carrier Global Corp | sell | $1,001 – $15,000 | joint | record |
| 2025-01-10 | TSCO | Tractor Supply Company | sell | $15,001 – $50,000 | joint | record |
| 2024-10-29 | TRV | The Travelers Companies, Inc. Common Stock | sell | $15,001 – $50,000 | joint | record |
| 2024-10-29 | OC | Owens Corning Inc Common Stock New | sell | $15,001 – $50,000 | joint | record |
| 2024-10-29 | — | Otis Worldwide Corporation Common Stock | sell | $1,001 – $15,000 | joint | record |
| 2024-10-29 | — | Nestle ADR | sell | $15,001 – $50,000 | joint | record |
| 2024-10-29 | MSFT | Microsoft Corporation - Common Stock | sell | $15,001 – $50,000 | joint | record |
| 2024-10-29 | MCD | McDonald's Corporation Common Stock | sell | $15,001 – $50,000 | joint | record |
| 2024-10-29 | KMB | Kimberly-Clark Corporation Common Stock | sell | $15,001 – $50,000 | joint | record |
| 2024-10-29 | JNJ | Johnson & Johnson Common Stock | sell | $15,001 – $50,000 | joint | record |
| 2024-10-29 | HON | Honeywell International Inc. - Common Stock | sell | $15,001 – $50,000 | joint | record |
| 2024-10-29 | CTVA | Corteva, Inc. Common Stock | sell | $1,001 – $15,000 | joint | record |
| 2024-10-29 | AAPL | Apple Inc. - Common Stock | sell | $15,001 – $50,000 | joint | record |
| 2024-10-29 | ADBE | Adobe Inc. - Common Stock | sell | $15,001 – $50,000 | joint | record |
| 2024-08-26 | ABNFX | The Bond Fd of America Class F-2 Shares Company: AMERICAN BOND FUND OF AMERICA CL F2 | buy | $50,001 – $100,000 | self | record |
| 2024-08-26 | EIBLX | Eaton Vance Floating Rate Fund Insti Share Company: EATON VANCE FLOATING RATE CLASS I | sell | $50,001 – $100,000 | self | record |
| 2024-08-26 | UPS | United Parcel Service, Inc. Common Stock | sell | $15,001 – $50,000 | joint | record |
| 2024-08-26 | CVS | CVS Health Corporation Common Stock | sell | $1,001 – $15,000 | joint | record |
| 2024-08-26 | MDT | Medtronic plc. Ordinary Shares | sell | $15,001 – $50,000 | joint | record |
| 2024-08-26 | AAPL | Apple Inc. - Common Stock | sell | $15,001 – $50,000 | self | record |
| 2024-05-13 | CLF | Cleveland-Cliffs Inc | sell | $100,001 – $250,000 | joint | record |
| 2024-05-13 | CLF | Cleveland-Cliffs Inc | sell | $100,001 – $250,000 | joint | record |
| 2024-05-13 | INTC | Intel Corp | sell | $100,001 – $250,000 | joint | record |
| 2024-05-13 | INTC | Intel Corp | sell | $100,001 – $250,000 | joint | record |
| 2024-05-10 | CLF | Cleveland-Cliffs Inc | sell | $100,001 – $250,000 | joint | record |
| 2024-05-10 | CLF | Cleveland-Cliffs Inc | sell | $50,001 – $100,000 | joint | record |
| 2024-05-10 | CLF | Cleveland-Cliffs Inc | sell | $50,001 – $100,000 | joint | record |
| 2024-05-10 | CLF | Cleveland-Cliffs Inc | sell | $15,001 – $50,000 | joint | record |
| 2024-05-10 | CLF | Cleveland-Cliffs Inc | sell | $1,001 – $15,000 | joint | record |
| 2024-05-10 | INTC | Intel Corporation - Common Stock | sell | $100,001 – $250,000 | joint | record |
| 2024-05-10 | CLF | Cleveland-Cliffs Inc Option Type: Call Strike price: $17.00 Expires: 06/21/2024 | buy | $1,001 – $15,000 | joint | record |
| 2024-05-10 | CLF | Cleveland-Cliffs Inc Option Type: Call Strike price: $17.00 Expires: 06/21/2024 | buy | $1,001 – $15,000 | joint | record |
| 2024-05-10 | CLF | Cleveland-Cliffs Inc Option Type: Call Strike price: $17.00 Expires: 06/21/2024 | buy | $1,001 – $15,000 | joint | record |
| 2024-05-10 | CLF | Cleveland-Cliffs Inc Option Type: Call Strike price: $17.00 Expires: 06/21/2024 | buy | $1,001 – $15,000 | joint | record |
| 2024-05-10 | PARA | Paramount Global Cl B | sell | $100,001 – $250,000 | joint | record |
| 2024-05-10 | GILD | Gilead Sciences Inc Option Type: Put Strike price: $70.00 Expires: 11/15/2024 | buy | $1,001 – $15,000 | joint | record |
| 2024-05-10 | GILD | Gilead Sciences Inc Option Type: Put Strike price: $70.00 Expires: 11/15/2024 | buy | $1,001 – $15,000 | joint | record |
| 2024-05-10 | GILD | Gilead Sciences Inc Option Type: Put Strike price: $70.00 Expires: 11/15/2024 | buy | $1,001 – $15,000 | joint | record |
| 2024-05-10 | CLF | Cleveland-Cliffs Inc Option Type: Put Strike price: $17.00 Expires: 01/17/2025 | buy | $1,001 – $15,000 | joint | record |
| 2024-05-10 | CLF | Cleveland-Cliffs Inc Option Type: Call Strike price: $20.00 Expires: 01/17/2025 | buy | $1,001 – $15,000 | joint | record |
| 2024-05-10 | CLF | Cleveland-Cliffs Inc Option Type: Call Strike price: $20.00 Expires: 07/19/2024 | buy | $1,001 – $15,000 | joint | record |
| 2024-05-10 | ARKK | Ark Innovation ETF Option Type: Put Strike price: $45.00 Expires: 09/20/2024 | buy | $1,001 – $15,000 | joint | record |
| 2024-05-09 | INTC | Intel Corporation - Common Stock | buy | $50,001 – $100,000 | joint | record |
| 2024-05-09 | KEY | Keycorp Option Type: Put Strike price: $15.00 Expires: 09/20/2024 | buy | $1,001 – $15,000 | joint | record |
| 2024-05-08 | GILD | Gilead Sciences, Inc. - Common Stock | sell | $1,001 – $15,000 | joint | record |
| 2024-05-08 | INTC | Intel Corporation - Common Stock | buy | $100,001 – $250,000 | joint | record |
| 2024-05-08 | SWKS | Skyworks Solutions, Inc. - Common Stock | sell | $1,001 – $15,000 | joint | record |
| 2024-05-08 | ADBE | Adobe Systems Inc Option Type: Put Strike price: $500.00 Expires: 12/20/2024 | buy | $15,001 – $50,000 | joint | record |
| 2024-05-08 | GOLD | Barrick Gold Corp Option Type: Put Strike price: $17.00 Expires: 01/17/2025 | buy | $1,001 – $15,000 | joint | record |
| 2024-05-08 | GOLD | Barrick Gold Corp Option Type: Put Strike price: $17.00 Expires: 01/17/2025 | buy | $1,001 – $15,000 | joint | record |
| 2024-05-08 | XBI | S&P Biotech SPDR Option Type: Put Strike price: $90.00 Expires: 10/18/2024 | buy | $1,001 – $15,000 | joint | record |
| 2024-05-08 | XBI | S&P Biotech SPDR Option Type: Call Strike price: $100.00 Expires: 10/18/2024 | buy | $1,001 – $15,000 | joint | record |
| 2024-05-07 | WMS | Advanced Drainage Systems, Inc. Common Stock | sell | $1,001 – $15,000 | joint | record |
| 2024-05-07 | GOLD | Barrick Gold Corp | sell | $100,001 – $250,000 | joint | record |
| 2024-05-07 | FITB | Fifth Third Bancorp - Common Stock | sell | $15,001 – $50,000 | joint | record |
| 2024-05-07 | INTC | Intel Corporation - Common Stock | buy | $100,001 – $250,000 | joint | record |
| 2024-05-07 | LSCC | Lattice Semiconductor Corporation - Common Stock | sell | $1,001 – $15,000 | joint | record |
| 2024-05-07 | CCJ | Cameco Corporation Common Stock Option Type: Put Strike price: $45.00 Expires: 09/20/2024 | buy | $1,001 – $15,000 | joint | record |
| 2024-05-07 | CLF | Cleveland-Cliffs Inc Option Type: Call Strike price: $20.00 Expires: 11/15/2024 | buy | $1,001 – $15,000 | joint | record |
| 2024-05-07 | CVX | Chevron Corporation Common Stock Option Type: Put Strike price: $145.00 Expires: 09/20/2024 | buy | $1,001 – $15,000 | joint | record |
| 2024-05-07 | CLF | Cleveland-Cliffs Inc Option Type: Call Strike price: $20.00 Expires: 06/21/2024 | buy | $1,001 – $15,000 | joint | record |
| 2024-05-07 | GOLD | Barrick Gold Corp Option Type: Call Strike price: $20.00 Expires: 01/17/2025 | buy | $1,001 – $15,000 | joint | record |
| 2024-05-07 | FITB | Fifth Third Bancorp - Common Stock Option Type: Call Strike price: $30.00 Expires: 05/17/2024 | buy | $1,001 – $15,000 | joint | record |
| 2024-05-07 | ARKK | Ark Innovation ETF Option Type: Call Strike price: $51.00 Expires: 12/20/2024 | buy | $1,001 – $15,000 | joint | record |
| 2024-05-03 | A | Agilent Technologies, Inc. Common Stock | sell | $1,001 – $15,000 | joint | record |
| 2024-05-03 | ASML | ASML Holding N.V. - New York Registry Shares | sell | $15,001 – $50,000 | joint | record |
| 2024-05-03 | BRO | Brown & Brown, Inc. Common Stock | sell | $1,001 – $15,000 | joint | record |
| 2024-05-03 | DOW | Dow Inc. Common Stock | sell | $1,001 – $15,000 | joint | record |
| 2024-05-03 | CDNS | Cadence Design Systems, Inc. - Common Stock | sell | $1,001 – $15,000 | joint | record |
| 2024-05-03 | CTAS | Cintas Corporation - Common Stock | sell | $1,001 – $15,000 | joint | record |
| 2024-05-03 | CBSH | Commerce Bancshares, Inc. - Common Stock | sell | $1,001 – $15,000 | joint | record |
| 2024-05-03 | CPRT | Copart, Inc. - Common Stock | sell | $1,001 – $15,000 | joint | record |
| 2024-05-03 | DECK | Deckers Outdoor Corporation Common Stock | sell | $1,001 – $15,000 | joint | record |
| 2024-05-03 | ELS | Equity Lifestyle Properties, Inc. Common Stock | sell | $1,001 – $15,000 | joint | record |
| 2024-05-03 | FDS | FactSet Research Systems Inc. Common Stock | sell | $1,001 – $15,000 | joint | record |
| 2024-05-03 | GLPI | Gaming and Leisure Properties, Inc. - Common Stock | sell | $1,001 – $15,000 | joint | record |
| 2024-05-03 | GRMN | Garmin Ltd. - Common Stock | sell | $1,001 – $15,000 | joint | record |
| 2024-05-03 | GGG | Graco Inc. Common Stock | sell | $1,001 – $15,000 | joint | record |
| 2024-05-03 | JKHY | Jack Henry & Associates, Inc. - Common Stock | sell | $1,001 – $15,000 | joint | record |
| 2024-05-03 | HSY | The Hershey Company Common Stock | sell | $1,001 – $15,000 | joint | record |
| 2024-05-03 | HUMA | Humacyte, Inc. - Common Stock | sell | $15,001 – $50,000 | joint | record |
| 2024-05-03 | HUMA | Humacyte, Inc. - Common Stock | sell | $1,001 – $15,000 | joint | record |
| 2024-05-03 | ITW | Illinois Tool Works Inc. Common Stock | sell | $1,001 – $15,000 | joint | record |
| 2024-05-03 | INFY | Infosys Limited American Depositary Shares | sell | $1,001 – $15,000 | joint | record |
| 2024-05-03 | KLAC | KLA Corporation - Common Stock | sell | $1,001 – $15,000 | joint | record |
| 2024-05-03 | LULU | lululemon athletica inc. - Common Stock | sell | $1,001 – $15,000 | joint | record |
| 2024-05-03 | MA | Mastercard Incorporated Common Stock | sell | $1,001 – $15,000 | joint | record |
| 2024-05-03 | MPWR | Monolithic Power Systems, Inc. - Common Stock | sell | $1,001 – $15,000 | joint | record |
| 2024-05-03 | MCO | Moody's Corporation Common Stock | sell | $1,001 – $15,000 | joint | record |
| 2024-05-03 | MSI | Motorola Solutions, Inc. Common Stock | sell | $1,001 – $15,000 | joint | record |
| 2024-05-03 | NFLX | Netflix, Inc. - Common Stock | sell | $1,001 – $15,000 | joint | record |
| 2024-05-03 | NXPI | NXP Semiconductors N.V. - Common Stock | sell | $1,001 – $15,000 | joint | record |
| 2024-05-03 | NDSN | Nordson Corporation - Common Stock | sell | $1,001 – $15,000 | joint | record |
| 2024-05-03 | ODFL | Old Dominion Freight Line, Inc. - Common Stock | sell | $1,001 – $15,000 | joint | record |
| 2024-05-03 | PAYX | Paychex, Inc. - Common Stock | sell | $1,001 – $15,000 | joint | record |
| 2024-05-03 | PYPL | PayPal Holdings, Inc. - Common Stock | sell | $100,001 – $250,000 | joint | record |
| 2024-05-03 | PEP | PepsiCo, Inc. - Common Stock | sell | $1,001 – $15,000 | joint | record |
| 2024-05-03 | PFE | Pfizer, Inc. Common Stock | sell | $15,001 – $50,000 | joint | record |
| 2024-05-03 | PG | Procter & Gamble Company (The) Common Stock | sell | $1,001 – $15,000 | joint | record |
| 2024-05-03 | QLYS | Qualys, Inc. - Common Stock | sell | $1,001 – $15,000 | joint | record |
| 2024-05-03 | RELX | Relx Plc ADR | sell | $1,001 – $15,000 | joint | record |
| 2024-05-03 | RMD | ResMed Inc. Common Stock | sell | $1,001 – $15,000 | joint | record |
| 2024-05-03 | — | ROLLS-ROYCE HOLDINGS PLC ADR | sell | $1,001 – $15,000 | joint | record |
| 2024-05-03 | — | ROLLS-ROYCE HOLDINGS PLC ADR | sell | $1,001 – $15,000 | joint | record |
| 2024-05-03 | — | ROLLS-ROYCE HOLDINGS PLC ADR | sell | $1,001 – $15,000 | joint | record |
| 2024-05-03 | SOLV | Solventum Corporation Common Stock | buy | $1,001 – $15,000 | joint | record |
| 2024-05-03 | SNPS | Synopsys, Inc. - Common Stock | sell | $1,001 – $15,000 | joint | record |
| 2024-05-03 | TEL | Te Connectivity Ltd | sell | $1,001 – $15,000 | joint | record |
| 2024-05-03 | TER | Teradyne, Inc. - Common Stock | sell | $1,001 – $15,000 | joint | record |
| 2024-05-03 | UI | Ubiquiti Inc. Common Stock | sell | $1,001 – $15,000 | joint | record |
| 2024-05-03 | VRSK | Verisk Analytics, Inc. - Common Stock | sell | $1,001 – $15,000 | joint | record |
| 2024-05-03 | VRTX | Vertex Pharmaceuticals Incorporated - Common Stock | sell | $1,001 – $15,000 | joint | record |
| 2024-05-03 | V | Visa Inc. | sell | $1,001 – $15,000 | joint | record |
| 2024-05-03 | WAT | Waters Corporation Common Stock | sell | $1,001 – $15,000 | joint | record |
| 2024-04-30 | HUMA | Humacyte, Inc. - Common Stock | sell | $50,001 – $100,000 | joint | record |
| 2024-04-30 | CVX | Chevron Corporation Common Stock | sell | $100,001 – $250,000 | joint | record |
| 2024-04-30 | XOM | Exxon Mobil Corporation Common Stock | sell | $50,001 – $100,000 | joint | record |
| 2024-04-30 | GOGL | Golden Ocean Group Limited - Common Stock | sell | $50,001 – $100,000 | joint | record |
| 2024-04-30 | KEY | KeyCorp Common Stock | sell | $50,001 – $100,000 | joint | record |
| 2024-04-30 | NVDA | NVIDIA Corporation - Common Stock | sell | $15,001 – $50,000 | joint | record |
| 2024-04-30 | OXY | Occidental Petroleum Corporation Common Stock | sell | $15,001 – $50,000 | joint | record |
| 2024-04-30 | SSBK | Southern States Bancshares, Inc. - Common Stock | sell | $50,001 – $100,000 | joint | record |
| 2024-04-30 | SBLK | Star Bulk Carriers Corp. - Common Shares | sell | $50,001 – $100,000 | joint | record |
| 2024-04-30 | PYPL | PayPal Holdings, Inc. - Common Stock Option Type: Put Strike price: $75.00 Expires: 06/21/2024 | buy | $1,001 – $15,000 | joint | record |
| 2024-04-30 | WBA | Walgreens Boots Alliance, Inc. - Common Stock | sell | $50,001 – $100,000 | joint | record |
| 2024-04-29 | PAC | Grupo Aeroportuario Del Pacifico ADR | sell | $1,001 – $15,000 | joint | record |
| 2024-04-29 | MMM | 3M Company Common Stock | sell | $15,001 – $50,000 | joint | record |
| 2024-04-29 | SWKS | Skyworks Solutions, Inc. - Common Stock Option Type: Put Strike price: $100.00 Expires: 11/15/2024 | buy | $15,001 – $50,000 | joint | record |
| 2024-04-29 | CLX | Clorox Company Option Type: Put Strike price: $135.00 Expires: 06/21/2024 | buy | $1,001 – $15,000 | joint | record |
| 2024-04-29 | LSCC | Lattice Semiconductor Corporation - Common Stock Option Type: Put Strike price: $75.00 Expires: 01/17/2025 | buy | $1,001 – $15,000 | joint | record |
| 2024-04-29 | LSCC | Lattice Semiconductor Corporation - Common Stock Option Type: Put Strike price: $75.00 Expires: 01/17/2025 | buy | $1,001 – $15,000 | joint | record |
| 2024-04-29 | QCOM | QUALCOMM Incorporated - Common Stock Option Type: Put Strike price: $150.00 Expires: 12/20/2024 | buy | $1,001 – $15,000 | joint | record |
| 2024-04-29 | QCOM | QUALCOMM Incorporated - Common Stock Option Type: Put Strike price: $155.00 Expires: 12/20/2024 | buy | $15,001 – $50,000 | joint | record |
| 2024-04-29 | CCL | Carnival Corporation Common Stock Option Type: Put Strike price: $17.50 Expires: 06/21/2024 | buy | $1,001 – $15,000 | joint | record |
| 2024-04-29 | CVX | Chevron Corporation Common Stock Option Type: Call Strike price: $160.00 Expires: 06/21/2024 | buy | $1,001 – $15,000 | joint | record |
| 2024-04-29 | LSCC | Lattice Semiconductor Corporation - Common Stock Option Type: Put Strike price: $70.00 Expires: 09/20/2024 | buy | $1,001 – $15,000 | joint | record |
| 2024-04-29 | LSCC | Lattice Semiconductor Corporation - Common Stock Option Type: Put Strike price: $70.00 Expires: 09/20/2024 | buy | $1,001 – $15,000 | joint | record |
| 2024-04-18 | NTES | Netease Inc ADR | sell | $1,001 – $15,000 | joint | record |
| 2024-04-18 | KMB | Kimberly-Clark Corporation Common Stock Option Type: Put Strike price: $115.00 Expires: 06/21/2024 | buy | $1,001 – $15,000 | joint | record |
| 2024-04-05 | A | Agilent Technologies, Inc. Common Stock | buy | $1,001 – $15,000 | joint | record |
| 2024-04-05 | BRO | Brown & Brown, Inc. Common Stock | buy | $1,001 – $15,000 | joint | record |
| 2024-04-05 | CBSH | Commerce Bancshares, Inc. - Common Stock | buy | $1,001 – $15,000 | joint | record |
| 2024-04-05 | DECK | Deckers Outdoor Corporation Common Stock | buy | $1,001 – $15,000 | joint | record |
| 2024-04-05 | GILD | Gilead Sciences, Inc. - Common Stock | buy | $1,001 – $15,000 | joint | record |
| 2024-04-05 | PAC | Grupo Aeroportuario Del Pacifico, S.A. B. de C.V. | buy | $1,001 – $15,000 | joint | record |
| 2024-04-05 | JKHY | Jack Henry & Associates, Inc. - Common Stock | buy | $1,001 – $15,000 | joint | record |
| 2024-04-05 | LSCC | Lattice Semiconductor Corporation - Common Stock | buy | $1,001 – $15,000 | joint | record |
| 2024-04-05 | LULU | lululemon athletica inc. - Common Stock | buy | $1,001 – $15,000 | joint | record |
| 2024-04-05 | NTES | Netease Inc ADR | buy | $1,001 – $15,000 | joint | record |
| 2024-04-05 | MSI | Motorola Solutions, Inc. Common Stock | buy | $1,001 – $15,000 | joint | record |
| 2024-04-05 | NFLX | Netflix, Inc. - Common Stock | buy | $1,001 – $15,000 | joint | record |
| 2024-04-05 | ODFL | Old Dominion Freight Line, Inc. - Common Stock | buy | $1,001 – $15,000 | joint | record |
| 2024-04-05 | ODFL | Old Dominion Freight Line, Inc. - Common Stock | buy | $1,001 – $15,000 | joint | record |
| 2024-04-05 | QLYS | Qualys, Inc. - Common Stock | buy | $1,001 – $15,000 | joint | record |
| 2024-04-05 | SWKS | Skyworks Solutions, Inc. - Common Stock | buy | $1,001 – $15,000 | joint | record |
| 2024-04-05 | SNPS | Synopsys, Inc. - Common Stock | buy | $1,001 – $15,000 | joint | record |
| 2024-04-05 | TEL | Te Connectivity Ltd | buy | $1,001 – $15,000 | joint | record |
| 2024-04-05 | SWKS | Skyworks Solutions, Inc. - Common Stock Option Type: Put Strike price: $100.00 Expires: 11/15/2024 | sell | $15,001 – $50,000 | joint | record |
| 2024-04-04 | KEYS | Keysight Technologies Inc. Common Stock | sell | $1,001 – $15,000 | joint | record |
| 2024-04-04 | NDAQ | Nasdaq, Inc. - Common Stock | sell | $1,001 – $15,000 | joint | record |
| 2024-04-04 | PAYC | Paycom Software, Inc. Common Stock | sell | $1,001 – $15,000 | joint | record |
| 2024-04-04 | PHM | PulteGroup, Inc. Common Stock | sell | $1,001 – $15,000 | joint | record |
| 2024-04-04 | REGN | Regeneron Pharmaceuticals, Inc. - Common Stock | sell | $1,001 – $15,000 | joint | record |
| 2024-04-04 | QSR | Restaurant Brands International Inc | sell | $1,001 – $15,000 | joint | record |
| 2024-04-04 | ROK | Rockwell Automation, Inc. Common Stock | sell | $1,001 – $15,000 | joint | record |
| 2024-04-04 | SSD | Simpson Manufacturing Company, Inc. Common Stock | sell | $1,001 – $15,000 | joint | record |
| 2024-04-04 | AMAT | Applied Materials, Inc. - Common Stock Option Type: Put Strike price: $175.00 Expires: 01/17/2025 | buy | $1,001 – $15,000 | joint | record |
| 2024-04-04 | AMAT | Applied Materials, Inc. - Common Stock Option Type: Put Strike price: $180.00 Expires: 01/17/2025 | buy | $15,001 – $50,000 | joint | record |
| 2024-04-04 | WU | Western Union Company (The) Common Stock | sell | $1,001 – $15,000 | joint | record |
| 2024-04-04 | AMAT | Applied Materials, Inc. - Common Stock Option Type: Put Strike price: $135.00 Expires: 09/20/2024 | buy | $1,001 – $15,000 | joint | record |
| 2024-04-03 | AVGO | Broadcom Inc. - Common Stock | sell | $15,001 – $50,000 | joint | record |
| 2024-04-03 | BMY | Bristol-Myers Squibb Company Common Stock | sell | $1,001 – $15,000 | joint | record |
| 2024-04-03 | EXR | Extra Space Storage Inc Common Stock | sell | $1,001 – $15,000 | joint | record |