Robert J. Wittman Republican · VA-1
House of Representatives · in office · serving since 2007 · born February 3, 1959
Wikipedia · Ballotpedia · Official site · GovTrack · OpenSecrets · FEC filings · House History · Bioguide
Transactions
226
across 44 filings
Securities traded
90
1 active in 6 months
Disclosed range total
$338,226
sum of filed minimums
In plain language
Of 226 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 |
|---|---|---|---|
| VA-1 | 110th–119th | 2007–2027 | 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 |
|---|---|---|---|---|
| House Committee on Armed Services | Member | 4 | majority | record |
| House Committee on Natural Resources | Vice Chair | 2 | majority | record |
| House Select Committee on the Strategic Competition Between the United States and the Chinese Communist Party | Member | 2 | majority |
Earlier Congresses
| Congress | Committee | Position | Observed |
|---|---|---|---|
| 118th | House Committee on Armed Services | Member | 2023-02 → 2024-11 |
| 118th | House Committee on Natural Resources | Member | 2023-02 → 2024-11 |
| 118th | House Select Committee on the Strategic Competition Between the United States and the Chinese Communist Party | Member | 2023-02 → 2024-11 |
| 117th | House Committee on Armed Services | Member | 2021-03 → 2022-11 |
| 117th | House Committee on Natural Resources | Member | 2021-03 → 2022-11 |
| 116th | House Committee on Armed Services | Member | 2019-01 → 2020-12 |
| 116th | House Committee on Natural Resources | Member | 2019-01 → 2020-12 |
| 115th | House Committee on Armed Services | Member | 2017-01 → 2018-12 |
| 115th | House Committee on Natural Resources | Member | 2017-01 → 2018-12 |
| 114th | House Committee on Armed Services | Member | 2015-02 → 2016-12 |
| 114th | House Committee on Natural Resources | Member | 2015-02 → 2016-12 |
| 113th | House Committee on Armed Services | Member | 2013-01 → 2014-11 |
| 113th | House Committee on Natural Resources | Member | 2013-01 → 2014-11 |
| 112th | House Committee on Armed Services | Member | 2012-11 → 2012-11 |
| 112th | House Committee on Natural Resources | Member | 2012-11 → 2012-11 |
The published roster covers only the sitting Congress, so earlier assignments are reconstructed from the dated version history of that same public dataset, sampled monthly back to 2012. Observed is the span across which we actually saw the seat held — it is evidence of tenure, not a precise start and end date, and a seat that changed hands between two monthly samples may be dated up to a month out. Committees with no history recorded are absent because no snapshot showed them, which is not evidence the member held no seat.
Currently trading — last 6 months
| Ticker | Security | Sector | Trades (period) | Buys / Sells | Period value | Last trade |
|---|---|---|---|---|---|---|
| CCI | Crown Castle Inc. Common Stock (CCI) | Investment Funds | 1 | 1 / 1 | $8,001 | 2026-06-30 |
Values are the sum of filed range midpoints, not exact amounts — Congress discloses brackets. Because a transaction may be reported up to 45 days after it happens, this window reflects what has been disclosed, not necessarily everything already traded.
Previously traded
Securities with disclosed transactions before this window and none since. A security leaving this list means no reported trading — not that a position was closed. Holdings themselves are not disclosed in these filings.
| Ticker | Security | Sector | Trades | Buys / Sells | Total value | Active |
|---|---|---|---|---|---|---|
| MA | Mastercard Incorporated Common Stock (M… | Business Services | 4 | 3 / 1 | $32,002 | 2022-02 → 2023-12 |
| EOG | EOG Resources, Inc. Common Stock (EOG) | Oil & Gas | 2 | 1 / 1 | $16,001 | 2021-12 → 2023-09 |
| UNH | UnitedHealth Group Incorporated Common … | Insurance | 1 | 0 / 1 | $8,001 | 2023-09 → 2023-09 |
| KMI | Kinder Morgan, Inc. Common Stock (KMI) | Utilities | 1 | 0 / 1 | $8,001 | 2023-09 → 2023-09 |
| JPM | JP Morgan Chase & Co. Common Stock (JPM) | Banking | 2 | 1 / 1 | $16,001 | 2023-05 → 2023-09 |
| GOOG | Alphabet Inc. - Class C Capital Stock (… | Software & IT Services | 2 | 1 / 1 | $16,001 | 2022-08 → 2023-09 |
| AMZN | Amazon.com, Inc. - Common Stock (AMZN) | Retail & Consumer | 4 | 3 / 1 | $32,002 | 2022-06 → 2023-09 |
| ABBV | Abbvie Inc | Pharmaceuticals & Biotech | 2 | 1 / 1 | $16,001 | 2022-06 → 2023-09 |
| HIG | The Hartford Insurance Group, Inc. Comm… | Insurance | 2 | 1 / 1 | $16,001 | 2022-03 → 2023-09 |
| WMT | Walmart Inc. Common Stock (WMT) | Retail & Consumer | 5 | 3 / 2 | $40,003 | 2021-12 → 2023-09 |
| CAT | Caterpillar, Inc. Common Stock (CAT) | Industrials | 3 | 2 / 1 | $24,002 | 2021-01 → 2023-09 |
| MSFT | Microsoft Corporation - Common Stock (M… | Software & IT Services | 4 | 2 / 2 | $32,002 | 2020-10 → 2023-09 |
| AAPL | Apple Inc. - Common Stock (AAPL) | Technology Hardware | 5 | 3 / 2 | $64,503 | 2018-12 → 2023-09 |
| PLD | Prologis Inc | Investment Funds | 2 | 1 / 1 | $16,001 | 2019-09 → 2023-09 |
| IFF | International Flavors & Fragrances, Inc… | Chemicals | 4 | 2 / 2 | $32,002 | 2019-11 → 2023-09 |
| FIS | Fidelity National Information Services,… | Business Services | 1 | 0 / 1 | $8,001 | 2023-09 → 2023-09 |
| AMT | American Tower Corporation (AMT) | Investment Funds | 1 | 1 / 0 | $8,001 | 2023-09 → 2023-09 |
| PSX | Phillips 66 | Oil & Gas | 1 | 0 / 1 | $8,001 | 2023-08 → 2023-08 |
| PG | Procter & Gamble Company (PG) | Chemicals | 1 | 1 / 0 | $8,001 | 2023-07 → 2023-07 |
| KMB | Kimberly-Clark Corporation Common Stock… | Materials | 2 | 1 / 1 | $16,001 | 2020-07 → 2023-07 |
| UNP | Union Pacific Corporation Common Stock … | Transportation | 1 | 0 / 1 | $8,001 | 2023-07 → 2023-07 |
| DG | Dollar General Corporation Common Stock… | Retail & Consumer | 4 | 2 / 2 | $32,002 | 2019-09 → 2023-07 |
| ZTS | Zoetis Inc. Class A Common Stock (ZTS) | Pharmaceuticals & Biotech | 1 | 1 / 0 | $8,001 | 2023-07 → 2023-07 |
| AVGO | Broadcom Inc. - Common Stock (AVGO) | Semiconductors | 1 | 0 / 1 | $8,001 | 2023-06 → 2023-06 |
| CB | Chubb Ltd | Insurance | 1 | 0 / 1 | $8,001 | 2023-06 → 2023-06 |
| SPGI | S&P Global Inc. Common Stock (SPGI) | Business Services | 1 | 1 / 0 | $8,001 | 2023-06 → 2023-06 |
| ACN | Accenture Plc | Business Services | 2 | 1 / 1 | $16,001 | 2022-10 → 2023-04 |
| XOM | Exxon Mobil Corp | Oil & Gas | 2 | 2 / 0 | $16,001 | 2020-05 → 2023-04 |
| CSCO | Cisco Systems Inc | Technology Hardware | 2 | 0 / 2 | $16,001 | 2021-08 → 2023-04 |
| BAX | Baxter International Inc. Common Stock … | Medical Devices | 3 | 1 / 2 | $24,002 | 2022-06 → 2023-01 |
| ELV | Elevance Health, Inc. Common Stock | Insurance | 1 | 0 / 1 | $8,001 | 2023-01 → 2023-01 |
| MCD | McDonald's Corporation Common Stock | Retail & Consumer | 2 | 1 / 1 | $16,001 | 2020-04 → 2022-12 |
| CMCSA | Comcast Corporation - Class A Common St… | Telecommunications | 2 | 1 / 1 | $16,001 | 2022-09 → 2022-12 |
| WRK | Westrock Company (WRK) | — | 1 | 0 / 1 | $8,001 | 2022-09 → 2022-09 |
| ABT | Abbott Laboratories Common Stock (ABT) | Pharmaceuticals & Biotech | 4 | 2 / 2 | $32,002 | 2022-03 → 2022-07 |
| TJX | TJX Companies | Retail & Consumer | 5 | 3 / 2 | $40,003 | 2021-09 → 2022-07 |
| IVV | iShares Core S&P 500 ETF | — | 1 | 0 / 1 | $8,001 | 2022-06 → 2022-06 |
| SHYG | iShares 0-5 Year High Yield Corporate B… | — | 2 | 2 / 0 | $16,001 | 2022-03 → 2022-06 |
| SPY | SPDR S&P 500 | — | 4 | 1 / 3 | $32,002 | 2022-01 → 2022-06 |
| IWB | Russell 1000 Ishares ETF | — | 2 | 2 / 0 | $16,001 | 2022-03 → 2022-06 |
| TLH | iShares 10-20 Year Treasury Bond ETF | — | 1 | 1 / 0 | $8,001 | 2022-06 → 2022-06 |
| FIXD | First Trust TCW Opportunistic Fixed Inc… | — | 1 | 0 / 1 | $8,001 | 2022-06 → 2022-06 |
| GE | General Electric Company | Electronics | 3 | 2 / 1 | $24,002 | 2021-03 → 2022-06 |
| DRE | Duke Realty Corporation (DRE) | — | 1 | 0 / 1 | $8,001 | 2022-05 → 2022-05 |
| SBUX | Starbucks Corporation - Common Stock | Retail & Consumer | 3 | 2 / 1 | $24,002 | 2019-09 → 2022-05 |
| TLT | iShares 20+ Year Treasury Bond ETF | — | 1 | 1 / 0 | $8,001 | 2022-03 → 2022-03 |
| RIO | Rio Tinto Plc Common Stock (RIO) | Mining & Metals | 1 | 1 / 0 | $8,001 | 2022-03 → 2022-03 |
| KMI.W | Kinder Morgan, Inc. Warrants Expiring 2… | — | 1 | 1 / 0 | $8,001 | 2022-03 → 2022-03 |
| MRK | Merck & Company, Inc. Common Stock (MRK) | Pharmaceuticals & Biotech | 2 | 1 / 1 | $16,001 | 2020-03 → 2022-02 |
| PDM | Piedmont Office Realty Trust, Inc. Clas… | — | 1 | 0 / 1 | $8,001 | 2022-02 → 2022-02 |
| FLGB | Franklin FTSE united Kingdom ETF (Flgb) | — | 1 | 1 / 0 | $8,001 | 2022-01 → 2022-01 |
| SPHB | Invesco S&P 500 High beta ETF (SPHb) | — | 1 | 0 / 1 | $8,001 | 2022-01 → 2022-01 |
| IEUR | iShares Core MSCI Europe ETF (IEuR) | — | 1 | 1 / 0 | $8,001 | 2022-01 → 2022-01 |
| EFG | iShares MSCI EAFE growth ETF (EFg) | — | 1 | 0 / 1 | $8,001 | 2022-01 → 2022-01 |
| FB | Meta Platforms, Inc. - Class A (FB) | — | 1 | 1 / 0 | $8,001 | 2022-01 → 2022-01 |
| XLE | The Energy Select Sector SPDR Fund (XLE) | — | 1 | 1 / 0 | $8,001 | 2022-01 → 2022-01 |
| LMT | Lockheed Martin Corporation Common Stoc… | Defense & Aerospace | 1 | 0 / 1 | $8,001 | 2022-01 → 2022-01 |
| HON | Honeywell International Inc. (HON) | Defense & Aerospace | 1 | 0 / 1 | $8,001 | 2022-01 → 2022-01 |
| WRK.V | Westrock Company Common Stock Ex-distri… | — | 1 | 1 / 0 | $8,001 | 2021-12 → 2021-12 |
| NOC | Northrop Grumman Corporation Common Sto… | Medical Devices | 1 | 0 / 1 | $8,001 | 2021-12 → 2021-12 |
| T | AT&T Inc. (T) | Telecommunications | 2 | 1 / 1 | $16,001 | 2021-12 → 2021-12 |
| TGT | Target Corp | Retail & Consumer | 2 | 1 / 1 | $16,001 | 2020-03 → 2021-12 |
| BSX | Boston Scientific Corporation Common St… | Medical Devices | 2 | 1 / 1 | $16,001 | 2020-10 → 2021-12 |
| NEE | NextEra Energy, Inc. Common Stock (NEE) | Utilities | 1 | 0 / 1 | $8,001 | 2021-12 → 2021-12 |
| CME | CME Group Inc. - Class A Common Stock (… | Capital Markets | 1 | 0 / 1 | $8,001 | 2021-12 → 2021-12 |
| CONE | CyrusOne Inc - Common Stock | Banking | 1 | 1 / 0 | $8,001 | 2021-09 → 2021-09 |
| JNJ | Johnson & Johnson Common Stock (JNJ) | Pharmaceuticals & Biotech | 2 | 0 / 2 | $16,001 | 2021-09 → 2021-09 |
| RGLD | Royal Gold, Inc. - Common Stock (RGLD) | Investment Funds | 2 | 1 / 1 | $16,001 | 2020-07 → 2021-09 |
| UPS | United Parcel Service, Inc. Common Stoc… | Transportation | 2 | 1 / 1 | $16,001 | 2019-09 → 2021-05 |
| LOW | Lowe's Companies | Retail & Consumer | 2 | 1 / 1 | $16,001 | 2020-05 → 2021-03 |
| PGR | Progressive Corp | Insurance | 2 | 1 / 1 | $16,001 | 2020-10 → 2021-02 |
| V | Visa Inc. (V) | Business Services | 2 | 1 / 1 | $16,001 | 2020-07 → 2021-01 |
| CVS | CVS Health Corporation Common Stock (CV… | Retail & Consumer | 5 | 1 / 4 | $40,003 | 2018-12 → 2020-12 |
| PBCT | People's United Financial, Inc. (PBCT) | — | 1 | 0 / 1 | $32,501 | 2020-12 → 2020-12 |
| DIS | Walt Disney Company | Media & Entertainment | 1 | 0 / 1 | $8,001 | 2020-11 → 2020-11 |
| SCHW | Charles Schwab Corporation (SCHW) | Capital Markets | 2 | 2 / 0 | $16,001 | 2020-01 → 2020-10 |
| AXP | American Express Company | Banking | 2 | 2 / 0 | $16,001 | 2019-08 → 2020-10 |
| ANTM | Anthem, Inc. | — | 2 | 2 / 0 | $16,001 | 2019-11 → 2020-10 |
| HD | Home Depot, Inc. (HD) | Retail & Consumer | 1 | 1 / 0 | $8,001 | 2020-07 → 2020-07 |
| DUK | Duke Energy Corp | Utilities | 1 | 0 / 1 | $8,001 | 2020-07 → 2020-07 |
| COST | Costco Wholesale | Retail & Consumer | 1 | 1 / 0 | $8,001 | 2020-07 → 2020-07 |
| PNC | PNC Financial Services Group, Inc. (PNC) | Banking | 2 | 1 / 1 | $16,001 | 2019-01 → 2020-06 |
| MSI | Motorola Solutions | Electronics | 1 | 1 / 0 | $8,001 | 2020-06 → 2020-06 |
| BDX | Becton, Dickinson and Company Common St… | Medical Devices | 1 | 0 / 1 | $8,001 | 2020-05 → 2020-05 |
| AGN | Allergan plc | — | 1 | 0 / 1 | $8,001 | 2020-03 → 2020-03 |
| BLK | Blackrock Inc | Capital Markets | 1 | 0 / 1 | $8,001 | 2019-08 → 2019-08 |
| SLB | Schlumberger N.V. | Oil & Gas | 2 | 1 / 1 | $16,001 | 2019-01 → 2019-06 |
| PM | Philip Morris International Inc | Food & Beverage | 2 | 1 / 1 | $16,001 | 2018-12 → 2019-01 |
| PFE | Pfizer, Inc. Common Stock (PFE) | Pharmaceuticals & Biotech | 1 | 0 / 1 | $8,001 | 2019-01 → 2019-01 |
The Spread by year
| Year | Spread | Trades priced | Disclosed value |
|---|---|---|---|
| 2023 | -0.4% | 33 | $264,017 |
| 2022 | -4.5% | 45 | $360,023 |
| 2021 | +1.3% | 22 | $176,011 |
| 2020 | -3.4% | 25 | $200,013 |
| 2019 | -6.7% | 15 | $120,008 |
| 2018 | +11.7% | 3 | $48,502 |
Transaction timing versus the market over 90 trading days — not portfolio return, which these filings cannot support. See Methodology and the Scoreboard for the population baseline.
All transactions
| Date | Ticker | Asset | Action | Amount (as filed) | Owner | Filing |
|---|---|---|---|---|---|---|
| 2026-06-30 | CCI | Crown Castle Inc. Common Stock (CCI) | sell | $1,001 – $15,000 | self | record |
| 2023-12-07 | MA | Mastercard Incorporated (MA) | buy | $1,001 – $15,000 | self | record |
| 2023-09-28 | WMT | Walmart Inc. (WMT) | sell | $1,001 – $15,000 | self | record |
| 2023-09-28 | UNH | UnitedHealth Group Incorporated Common Stock (UNH) | sell | $1,001 – $15,000 | self | record |
| 2023-09-28 | PLD | ProLogis, Inc. (PLD) | sell | $1,001 – $15,000 | self | record |
| 2023-09-28 | MSFT | Microsoft Corporation (MSFT) | sell | $1,001 – $15,000 | self | record |
| 2023-09-28 | KMI | Kinder Morgan, Inc. (KMI) | sell | $1,001 – $15,000 | self | record |
| 2023-09-28 | JPM | JP Morgan Chase & Co. (JPM) | sell | $1,001 – $15,000 | self | record |
| 2023-09-28 | HIG | Hartford Financial Services Group, Inc. (HIG) | sell | $1,001 – $15,000 | self | record |
| 2023-09-28 | EOG | EOG Resources, Inc. (EOG) | sell | $1,001 – $15,000 | self | record |
| 2023-09-28 | CAT | Caterpillar, Inc. (CAT) | sell | $1,001 – $15,000 | self | record |
| 2023-09-28 | AAPL | Apple Inc. (AAPL) | sell | $1,001 – $15,000 | self | record |
| 2023-09-28 | AMZN | Amazon.com, Inc. (AMZN) | sell | $1,001 – $15,000 | self | record |
| 2023-09-28 | GOOG | Alphabet Inc. - Class C Capital Stock (GOOG) | sell | $1,001 – $15,000 | self | record |
| 2023-09-28 | ABBV | AbbVie Inc. (ABBV) | sell | $1,001 – $15,000 | self | record |
| 2023-09-15 | IFF | International Flavors & Fragrances, Inc. (IFF) | sell | $1,001 – $15,000 | self | record |
| 2023-09-15 | FIS | Fidelity National Information Services, Inc. (FIS) | sell | $1,001 – $15,000 | self | record |
| 2023-09-07 | AMT | American Tower Corporation (AMT) | buy | $1,001 – $15,000 | self | record |
| 2023-08-17 | PSX | Phillips 66 (PSX) | sell | $1,001 – $15,000 | self | record |
| 2023-07-31 | PG | Procter & Gamble Company (PG) | buy | $1,001 – $15,000 | self | record |
| 2023-07-31 | KMB | Kimberly-Clark Corporation (KMB) | sell | $1,001 – $15,000 | self | record |
| 2023-07-27 | UNP | Union Pacific Corporation (UNP) | sell | $1,001 – $15,000 | self | record |
| 2023-07-21 | ZTS | Zoetis Inc. Class A (ZTS) | buy | $1,001 – $15,000 | self | record |
| 2023-07-21 | DG | Dollar General Corporation (DG) | sell | $1,001 – $15,000 | self | record |
| 2023-06-13 | SPGI | S&P Global Inc. (SPGI) | buy | $1,001 – $15,000 | self | record |
| 2023-06-13 | CB | Chubb Limited (CB) | sell | $1,001 – $15,000 | self | record |
| 2023-06-13 | AVGO | Broadcom Inc. (AVGO) | sell | $1,001 – $15,000 | self | record |
| 2023-05-30 | JPM | JP Morgan Chase & Co. (JPM) | buy | $1,001 – $15,000 | self | record |
| 2023-04-21 | ACN | Accenture plc Class A Ordinary Shares (ACN) | sell | $1,001 – $15,000 | self | record |
| 2023-04-20 | XOM | Exxon Mobil Corporation (XOM) | buy | $1,001 – $15,000 | self | record |
| 2023-04-20 | CSCO | Cisco Systems, Inc. (CSCO) | sell | $1,001 – $15,000 | self | record |
| 2023-02-03 | — | Vaneck Morningstar Intl Moat ETF | buy | $1,001 – $15,000 | self | record |
| 2023-02-03 | — | DR Bloomberg Short Term HI | sell | $1,001 – $15,000 | spouse | record |
| 2023-02-03 | MSFT | Microsoft Corporation (MSFT) | sell | $1,001 – $15,000 | self | record |
| 2023-02-03 | — | Ishares US Technology ETF | sell | $1,001 – $15,000 | self | record |
| 2023-02-03 | — | Ishares US Pharmaceuticals ETF | buy | $1,001 – $15,000 | self | record |
| 2023-02-03 | — | Ishares MSCI Euro Financial | buy | $1,001 – $15,000 | self | record |
| 2023-02-03 | — | Global X MSCI Norway ETF | sell | $1,001 – $15,000 | self | record |
| 2023-01-20 | — | Harding Loevner Intl Eqty Inst | buy | $1,001 – $15,000 | self | record |
| 2023-01-20 | BAX | Baxter International Inc. (BAX) | sell | $1,001 – $15,000 | self | record |
| 2023-01-17 | — | Vanguard Total Intl Bond ETF | sell | $15,001 – $50,000 | self | record |
| 2023-01-17 | — | Vanguard Total Bond Market | sell | $15,001 – $50,000 | self | record |
| 2023-01-17 | — | Metropolitan West Tot Ret Bd I | buy | $15,001 – $50,000 | self | record |
| 2023-01-17 | — | AB Global Bond Adv | buy | $15,001 – $50,000 | self | record |
| 2023-01-04 | — | Virtus Vontobel Foreign Opp | sell | $15,001 – $50,000 | self | record |
| 2023-01-04 | — | Ishares Edge MSCI Min Vol USA | sell | $1,001 – $15,000 | self | record |
| 2023-01-04 | — | Harding Loevner Intl Eqty Inst | buy | $15,001 – $50,000 | self | record |
| 2023-01-03 | ELV | Elevance Health, Inc. (ELV) | sell | $1,001 – $15,000 | self | record |
| 2022-12-21 | — | Vanguard Total Inl Bond ETF | buy | $1,001 – $15,000 | self | record |
| 2022-12-21 | — | Vanguard Total Bond Market ETF | buy | $1,001 – $15,000 | self | record |
| 2022-12-21 | MCD | McDonald's Corporation (MCD) | sell | $1,001 – $15,000 | self | record |
| 2022-12-21 | DG | Dollar General Corporation (DG) | buy | $1,001 – $15,000 | self | record |
| 2022-12-14 | — | Vanguard Total Intl Bond ETF | buy | $1,001 – $15,000 | self | record |
| 2022-12-14 | — | Vanguard Total Bond Market ETF | buy | $1,001 – $15,000 | self | record |
| 2022-12-14 | — | Metropolitan West Tot Ret Bd I | sell | $1,001 – $15,000 | self | record |
| 2022-12-14 | — | AB Global Bond Adv | sell | $1,001 – $15,000 | self | record |
| 2022-12-07 | CMCSA | Comcast Corporation - Class A (CMCSA) | buy | $1,001 – $15,000 | self | record |
| 2022-12-07 | MA | Mastercard Incorporated (MA) | buy | $1,001 – $15,000 | self | record |
| 2022-11-18 | — | MSIF Growth I | sell | $1,001 – $15,000 | self | record |
| 2022-11-18 | AMZN | Amazon.com, Inc. (AMZN) | buy | $1,001 – $15,000 | self | record |
| 2022-11-17 | — | iShares MSCI EAFE Val ETF | buy | $1,001 – $15,000 | self | record |
| 2022-11-17 | — | iShares Core S&P Small Cap E | buy | $1,001 – $15,000 | self | record |
| 2022-11-17 | — | Ishares 20+yr Treasu Bond ETF | sell | $1,001 – $15,000 | self | record |
| 2022-11-17 | — | iShares 10+ Year Investment | buy | $1,001 – $15,000 | self | record |
| 2022-11-17 | — | ISHA Curr Hedged MSCI EAFE | sell | $1,001 – $15,000 | self | record |
| 2022-11-17 | — | Invesco QQQ Trust Series 1 | sell | $1,001 – $15,000 | self | record |
| 2022-11-17 | — | Invesco KBW Bank ETF | buy | $1,001 – $15,000 | self | record |
| 2022-11-17 | — | Franklin FTSE Japan ETF | buy | $1,001 – $15,000 | self | record |
| 2022-11-17 | AAPL | Apple Inc. (AAPL) | buy | $1,001 – $15,000 | self | record |
| 2022-11-11 | — | Ishares US Technology ETF | sell | $1,001 – $15,000 | self | record |
| 2022-10-08 | ACN | Accenture plc Class A Ordinary Shares (ACN) | buy | $1,001 – $15,000 | self | record |
| 2022-09-27 | WRK | Westrock Company (WRK) | sell | $1,001 – $15,000 | self | record |
| 2022-09-27 | — | JPM Nasdaq Equity Premium | buy | $1,001 – $15,000 | self | record |
| 2022-09-27 | — | Ishares US Technology ETF | sell | $1,001 – $15,000 | self | record |
| 2022-09-27 | — | Ishares Core MSCI EAFE ETF | sell | $1,001 – $15,000 | self | record |
| 2022-09-27 | — | Ishares 0-5 HY Corp | buy | $1,001 – $15,000 | self | record |
| 2022-09-27 | — | Franklin FTSE UK ETF | sell | $1,001 – $15,000 | self | record |
| 2022-09-27 | — | Energy Sel Sect SPDR FD | buy | $1,001 – $15,000 | self | record |
| 2022-09-15 | — | DR S&P 500 ETF Trust | buy | $1,001 – $15,000 | spouse | record |
| 2022-09-15 | MA | Mastercard Incorporated (MA) | sell | $1,001 – $15,000 | self | record |
| 2022-09-15 | IFF | International Flavors & Fragrances, Inc. (IFF) | sell | $1,001 – $15,000 | self | record |
| 2022-09-15 | CMCSA | Comcast Corporation - Class A (CMCSA) | sell | $1,001 – $15,000 | self | record |
| 2022-08-30 | — | Virtus Vontobel Foreign Opp | buy | $1,001 – $15,000 | self | record |
| 2022-08-16 | — | iShares US Technology ETF | sell | $1,001 – $15,000 | self | record |
| 2022-08-16 | — | Goldman Activebeta US LC ETF | sell | $1,001 – $15,000 | self | record |
| 2022-08-10 | — | DR Blackstone Senior Loan | sell | $1,001 – $15,000 | spouse | record |
| 2022-08-10 | MSFT | Microsoft Corporation (MSFT) | buy | $1,001 – $15,000 | self | record |
| 2022-08-10 | — | iShares US Technology ETF | buy | $1,001 – $15,000 | self | record |
| 2022-08-10 | AMZN | Amazon.com, Inc. (AMZN) | buy | $1,001 – $15,000 | self | record |
| 2022-08-10 | GOOG | Alphabet Inc. - Class C Capital Stock (GOOG) | buy | $1,001 – $15,000 | self | record |
| 2022-07-15 | WMT | Walmart Inc. (WMT) | buy | $1,001 – $15,000 | self | record |
| 2022-07-15 | BAX | Baxter International Inc. (BAX) | buy | $1,001 – $15,000 | self | record |
| 2022-07-15 | ABT | Abbott Laboratories (ABT) | buy | $1,001 – $15,000 | self | record |
| 2022-07-15 | TJX | TJX Companies, Inc. (TJX) | buy | $1,001 – $15,000 | self | record |
| 2022-06-16 | WMT | Walmart Inc. (WMT) | sell | $1,001 – $15,000 | self | record |
| 2022-06-16 | WMT | Walmart Inc. (WMT) | buy | $1,001 – $15,000 | self | record |
| 2022-06-16 | TJX | TJX Companies, Inc. (TJX) | sell | $1,001 – $15,000 | self | record |
| 2022-06-16 | SPY | DR S&P 500 (SPY) | sell | $1,001 – $15,000 | spouse | record |
| 2022-06-16 | IWB | iShares Russell 1000 ETF (IWB) | buy | $1,001 – $15,000 | self | record |
| 2022-06-16 | IVV | iShares Core S&P 500 ETF (IVV) | sell | $1,001 – $15,000 | self | record |
| 2022-06-16 | TLH | iShares 10-20 Year Treasury Bond ETF (TLH) | buy | $1,001 – $15,000 | self | record |
| 2022-06-16 | SHYG | iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) | buy | $1,001 – $15,000 | self | record |
| 2022-06-16 | — | Global X Funds Global X U.S. Infrastructure Development ETF | sell | $1,001 – $15,000 | self | record |
| 2022-06-16 | GE | General Electric Company (GE) | sell | $1,001 – $15,000 | self | record |
| 2022-06-16 | FIXD | First Trust TCW Opportunistic Fixed Income ETF (FIXD) | sell | $1,001 – $15,000 | self | record |
| 2022-06-16 | BAX | Baxter International Inc. (BAX) | sell | $1,001 – $15,000 | self | record |
| 2022-06-16 | AMZN | Amazon.com, Inc. (AMZN) | buy | $1,001 – $15,000 | self | record |
| 2022-06-16 | ABBV | AbbVie Inc. (ABBV) | buy | $1,001 – $15,000 | self | record |
| 2022-06-16 | ABT | Abbott Laboratories (ABT) | sell | $1,001 – $15,000 | self | record |
| 2022-05-10 | — | Vanguard Total Bond Market | sell | $1,001 – $15,000 | self | record |
| 2022-05-10 | SBUX | Starbucks Corporation (SBUX) | sell | $1,001 – $15,000 | self | record |
| 2022-05-10 | — | DR Blackstone Senior Loan | buy | $1,001 – $15,000 | spouse | record |
| 2022-05-10 | — | JPMorgan Equity Premium Inco | buy | $1,001 – $15,000 | self | record |
| 2022-05-10 | — | JPMorgan Betabuilders Canada | buy | $1,001 – $15,000 | self | record |
| 2022-05-10 | — | Ishares MSCI EAFE Grwth EF | sell | $1,001 – $15,000 | self | record |
| 2022-05-10 | — | Ishares Core MSCI Europe | sell | $1,001 – $15,000 | self | record |
| 2022-05-10 | — | Ishares Core MSCI EAFE ETF | sell | $1,001 – $15,000 | self | record |
| 2022-05-10 | — | Ishares 0-5 HY Corp | buy | $1,001 – $15,000 | self | record |
| 2022-05-10 | — | ISHA Curr Hedged MSCI EAFE | buy | $1,001 – $15,000 | self | record |
| 2022-05-10 | DRE | Duke Realty Corporation (DRE) | sell | $1,001 – $15,000 | joint | record |
| 2022-04-26 | — | Putnam Ultra Sht Dur Inc A | sell | $1,001 – $15,000 | self | record |
| 2022-04-19 | TJX | TJX Companies, Inc. (TJX) | buy | $1,001 – $15,000 | self | record |
| 2022-04-19 | — | DR S&P 500 ETF Trust | buy | $1,001 – $15,000 | spouse | record |
| 2022-04-19 | — | Ishares Russell 1000 ETF | sell | $1,001 – $15,000 | self | record |
| 2022-04-19 | ABT | Abbott Laboratories (ABT) | buy | $1,001 – $15,000 | self | record |
| 2022-03-29 | RIO | Rio Tinto Plc (RIO) | buy | $1,001 – $15,000 | self | record |
| 2022-03-29 | TLT | iShares 20+ Year Treasury Bond ETF (TLT) | buy | $1,001 – $15,000 | self | record |
| 2022-03-29 | HIG | Hartford Financial Services Group, Inc. (HIG) | buy | $1,001 – $15,000 | self | record |
| 2022-03-29 | GE | General Electric Company (GE) | buy | $1,001 – $15,000 | self | record |
| 2022-03-29 | CAT | Caterpillar, Inc. (CAT) | buy | $1,001 – $15,000 | self | record |
| 2022-03-15 | TJX | TJX Companies, Inc. (TJX) | sell | $1,001 – $15,000 | self | record |
| 2022-03-15 | SPY | DR S&P 500 (SPY) | sell | $1,001 – $15,000 | spouse | record |
| 2022-03-15 | IWB | iShares Russell 1000 ETF (IWB) | buy | $1,001 – $15,000 | self | record |
| 2022-03-15 | ABT | Abbott Laboratories (ABT) | sell | $1,001 – $15,000 | self | record |
| 2022-03-08 | — | Vanguard Total Bond Index Fund | sell | $1,001 – $15,000 | self | record |
| 2022-03-08 | — | Vanguard Intermediate Term Cor | sell | $1,001 – $15,000 | self | record |
| 2022-03-08 | KMI.W | Kinder Morgan, Inc. Warrants Expiring 2017 (KMI.W) | buy | $1,001 – $15,000 | self | record |
| 2022-03-08 | SHYG | iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) | buy | $1,001 – $15,000 | self | record |
| 2022-02-28 | MRK | Merck & Company, Inc. Common Stock (MRK) | sell | $1,001 – $15,000 | self | record |
| 2022-02-28 | MA | Mastercard Incorporated (MA) | buy | $1,001 – $15,000 | self | record |
| 2022-02-27 | PDM | Piedmont Office Realty Trust, Inc. Class A (PDM) | sell | $1,001 – $15,000 | self | record |
| 2022-01-28 | XLE | dR Select Sector Fund - Energy Select Sector (XlE) | buy | $1,001 – $15,000 | spouse | record |
| 2022-01-28 | FB | Meta Platforms, Inc. - Class A (Fb) | buy | $1,001 – $15,000 | self | record |
| 2022-01-28 | EFG | iShares MSCI EAFE growth ETF (EFg) | sell | $1,001 – $15,000 | self | record |
| 2022-01-28 | IEUR | iShares Core MSCI Europe ETF (IEuR) | buy | $1,001 – $15,000 | self | record |
| 2022-01-28 | SPHB | Invesco S&P 500 High beta ETF (SPHb) | sell | $1,001 – $15,000 | self | record |
| 2022-01-28 | FLGB | Franklin FTSE united Kingdom ETF (Flgb) | buy | $1,001 – $15,000 | self | record |
| 2022-01-28 | AAPL | Apple Inc. (AAPl) | buy | $1,001 – $15,000 | self | record |
| 2022-01-14 | SPY | dR S&P 500 (SPY) | buy | $1,001 – $15,000 | spouse | record |
| 2022-01-14 | LMT | lockheed Martin Corporation (lMT) | sell | $1,001 – $15,000 | self | record |
| 2022-01-14 | HON | Honeywell International Inc. (HON) | sell | $1,001 – $15,000 | self | record |
| 2022-01-05 | SPY | dR S&P 500 (SPY) | sell | $1,001 – $15,000 | spouse | record |
| 2021-12-16 | WRK.V | Westrock Company Common Stock Ex-distribution When Issued (WRK.V) | buy | $1,001 – $15,000 | self | record |
| 2021-12-16 | TGT | Target Corporation (TgT) | sell | $1,001 – $15,000 | self | record |
| 2021-12-16 | SBUX | Starbucks Corporation (SbuX) | buy | $1,001 – $15,000 | self | record |
| 2021-12-16 | NOC | Northrop grumman Corporation (NOC) | sell | $1,001 – $15,000 | self | record |
| 2021-12-16 | EOG | EOg Resources, Inc. (EOg) | buy | $1,001 – $15,000 | self | record |
| 2021-12-16 | BSX | boston Scientific Corporation (bSX) | sell | $1,001 – $15,000 | self | record |
| 2021-12-16 | T | AT&T Inc. (T) | buy | $1,001 – $15,000 | self | record |
| 2021-12-14 | WMT | Walmart Inc. (WMT) | buy | $1,001 – $15,000 | self | record |
| 2021-12-14 | NEE | NextEra Energy, Inc. (NEE) | sell | $1,001 – $15,000 | self | record |
| 2021-12-14 | CME | CME group Inc. - Class A (CME) | sell | $1,001 – $15,000 | self | record |
| 2021-12-09 | T | AT&T Inc. (T) | sell | $1,001 – $15,000 | self | record |
| 2021-09-30 | CONE | CyrusOne Inc (CONE) | buy | $1,001 – $15,000 | self | record |
| 2021-09-27 | — | Global X US INF DEV ETF | sell | $1,001 – $15,000 | self | record |
| 2021-09-13 | TJX | TJX Companies, Inc. (TJX) | buy | $1,001 – $15,000 | self | record |
| 2021-09-13 | JNJ | Johnson & Johnson (JNJ) | sell | $1,001 – $15,000 | self | record |
| 2021-09-10 | JNJ | Johnson & Johnson (JNJ) | sell | $1,001 – $15,000 | self | record |
| 2021-09-01 | RGLD | Royal gold, Inc. (RglD) | sell | $1,001 – $15,000 | spouse | record |
| 2021-08-26 | CSCO | Cisco Systems, Inc. (CSCO) | sell | $1,001 – $15,000 | self | record |
| 2021-05-14 | UPS | united Parcel Service, Inc. (uPS) | sell | $1,001 – $15,000 | self | record |
| 2021-05-14 | DG | Dollar general Corporation (Dg) | sell | $1,001 – $15,000 | self | record |
| 2021-04-22 | — | SubHOlDINg OF: Morgan Stanley | buy | $1,001 – $15,000 | self | record |
| 2021-03-31 | LOW | lowe's Companies, Inc. (lOW) | sell | $1,001 – $15,000 | self | record |
| 2021-03-31 | GE | general Electric Company (gE) | buy | $1,001 – $15,000 | self | record |
| 2021-02-18 | PGR | Progressive Corporation (PgR) | sell | $1,001 – $15,000 | self | record |
| 2021-01-13 | V | Visa Inc. (V) | sell | $1,001 – $15,000 | self | record |
| 2021-01-13 | CAT | Caterpillar, Inc. (CAT) | buy | $1,001 – $15,000 | self | record |
| 2020-12-31 | PBCT | People's United Financial, Inc. (PbCT) | sell | $15,001 – $50,000 | self | record |
| 2020-12-31 | CVS | CVS Health Corporation (CVS) | sell | $1,001 – $15,000 | self | record |
| 2020-11-20 | DIS | Walt Disney Company (DIS) | sell | $1,001 – $15,000 | self | record |
| 2020-10-16 | IFF | Internationa Flavors & Fragrances, Inc. (IFF) | buy | $1,001 – $15,000 | self | record |
| 2020-10-16 | SCHW | Charles Schwab Corporation (SCHW) | buy | $1,001 – $15,000 | self | record |
| 2020-10-16 | ANTM | Anthem, Inc. (ANTM) | buy | $1,001 – $15,000 | self | record |
| 2020-10-16 | AXP | American Express Company (AXP) | buy | $1,001 – $15,000 | self | record |
| 2020-10-02 | PGR | Progressive Corporation (PgR) | buy | $1,001 – $15,000 | self | record |
| 2020-10-02 | MSFT | Microsoft Corporation (MSFT) | buy | $1,001 – $15,000 | self | record |
| 2020-10-02 | BSX | boston Scientific Corporation (bSX) | buy | $1,001 – $15,000 | self | record |
| 2020-07-02 | V | Visa Inc. (V) | buy | $1,001 – $15,000 | self | record |
| 2020-07-02 | RGLD | Royal gold, Inc. (Rgld) | buy | $1,001 – $15,000 | self | record |
| 2020-07-02 | KMB | Kimberly-Clark Corporation (KMb) | buy | $1,001 – $15,000 | self | record |
| 2020-07-02 | HD | Home depot, Inc. (Hd) | buy | $1,001 – $15,000 | self | record |
| 2020-07-02 | DUK | duke Energy Corporation (duK) | sell | $1,001 – $15,000 | self | record |
| 2020-07-02 | CVS | CVS Health Corporation (CVS) | sell | $1,001 – $15,000 | self | record |
| 2020-07-02 | CCI | Crown Castle International Corp. (CCI) | buy | $1,001 – $15,000 | self | record |
| 2020-07-02 | COST | Costco Wholesale Corporation (COST) | buy | $1,001 – $15,000 | self | record |
| 2020-06-22 | PNC | PNC Financial Services group, Inc. (PNC) | sell | $1,001 – $15,000 | self | record |
| 2020-06-22 | MSI | Motorola Solutions, Inc. (MSI) | buy | $1,001 – $15,000 | self | record |
| 2020-05-22 | BDX | becton, Dickinson and Company (bDX) | sell | $1,001 – $15,000 | self | record |
| 2020-05-21 | LOW | lowe's Companies, Inc. (lOW) | buy | $1,001 – $15,000 | self | record |