Charles J. "Chuck" Fleischmann
house Republican TN
F000459
275 trades tracked · 4 late filings · avg lag 24.7d
Official site ↗Committees
- House Committee on Science, Space, and Technology
- House Committee on Appropriations
- House Committee on Science, Space, and Technology — Energy
- House Committee on Appropriations — Defense
- House Committee on Appropriations — Labor, Health and Human Services, Education, and Related Agencies
- House Committee on Appropriations — Energy and Water Development and Related Agencies
Est. volume
$2,995,500
Range midpoints
Buys / Sells
138 / 137
Spouse share
0%
Late (>45d)
4
| Tx Date | Ticker | Asset | Type | Owner | Amount | Disclosed | Lag |
|---|---|---|---|---|---|---|---|
| Jul 28, 2026 | REGL ↗ | Proshares Trust - ProShares S&P MidCap 4... | Purchase | Joint | $1,001 - $15,000 | Aug 14, 2026 | 17d |
| Jul 28, 2026 | SPYG ↗ | SPDR Portfolio S&P 500 Growth ETF | Sale | Joint | $1,001 - $15,000 | Aug 14, 2026 | 17d |
| Jul 28, 2026 | XAR ↗ | SPDR S&P Aerospace & Defense ETF | Purchase | Joint | $1,001 - $15,000 | Aug 14, 2026 | 17d |
| Jul 28, 2026 | SHLD ↗ | GLOBAL X DEFENSE TECH ETF | Sale | Joint | $1,001 - $15,000 | Aug 14, 2026 | 17d |
| Jul 28, 2026 | XSHQ ↗ | INVESCO S&P SMALLCAP QUALITY ETF | Purchase | Joint | $1,001 - $15,000 | Aug 14, 2026 | 17d |
| Jul 28, 2026 | TLH ↗ | iShares 10-20 Year Treasury Bond ETF | Sale | Joint | $15,001 - $50,000 | Aug 14, 2026 | 17d |
| Jul 28, 2026 | IEUR ↗ | iShares Core MSCI Europe ETF | Purchase | Joint | $1,001 - $15,000 | Aug 14, 2026 | 17d |
| Jul 28, 2026 | GDX ↗ | VanEck Vectors ETF Trust VanEck Vectors ... | Sale | Joint | $1,001 - $15,000 | Aug 14, 2026 | 17d |
| Jul 28, 2026 | SPTI ↗ | SPDR Bloomberg Barclays Intermediate Ter... | Purchase | Joint | $15,001 - $50,000 | Aug 14, 2026 | 17d |
| Jul 28, 2026 | VPL ↗ | VANGUARD FTSE PACIFIC ETF | Purchase | Joint | $1,001 - $15,000 | Aug 14, 2026 | 17d |
| Jul 28, 2026 | GLDM ↗ | SPDR GOLD MINISHARES TR | Sale | Joint | $1,001 - $15,000 | Aug 14, 2026 | 17d |
| Jun 9, 2026 | TSCO ↗ | Tractor Supply Co | Sale | Joint | $1,001 - $15,000 | Jul 13, 2026 | 34d |
| Jun 9, 2026 | ZTS ↗ | Zoetis Inc | Purchase | Joint | $15,001 - $50,000 | Jul 13, 2026 | 34d |
| Apr 28, 2026 | IEI ↗ | iShares 3-7 Year Treasury Bond ETF | Sale | Joint | $1,001 - $15,000 | May 13, 2026 | 15d |
| Apr 28, 2026 | SPYV ↗ | SPDR Series Trust - SPDR Portfolio S&P 5... | Purchase | Joint | $1,001 - $15,000 | May 13, 2026 | 15d |
| Apr 28, 2026 | SPDW ↗ | SPDR Portfolio Developed World ex-US ETF | Sale | Joint | $1,001 - $15,000 | May 13, 2026 | 15d |
| Apr 28, 2026 | HYBB ↗ | ISHARES BB RAT CORP BOND ETF | Sale | Joint | $15,001 - $50,000 | May 13, 2026 | 15d |
| Apr 28, 2026 | SPYG ↗ | SPDR Portfolio S&P 500 Growth ETF | Purchase | Joint | $1,001 - $15,000 | May 13, 2026 | 15d |
| Apr 28, 2026 | SPMB ↗ | STATE STREET SPDR MOT BKD BD | Sale | Joint | $1,001 - $15,000 | May 13, 2026 | 15d |
| Apr 28, 2026 | XLE ↗ | The Select Sector SPDR Trust - The Energ... | Purchase | Joint | $1,001 - $15,000 | May 13, 2026 | 15d |
| Apr 28, 2026 | SPY ↗ | SPDR S&P 500 ETF Trust | Purchase | Joint | $1,001 - $15,000 | May 13, 2026 | 15d |
| Feb 20, 2026 | ADBE ↗ | Adobe Inc | Purchase | Joint | $1,001 - $15,000 | Mar 23, 2026 | 31d |
| Feb 20, 2026 | EEFT ↗ | Euronet Worldwide Inc | Sale | Joint | $1,001 - $15,000 | Mar 23, 2026 | 31d |
| Feb 20, 2026 | PYPL ↗ | PayPal Holdings Inc | Sale | Joint | $1,001 - $15,000 | Mar 23, 2026 | 31d |
| Feb 20, 2026 | PINS ↗ | Pinterest Inc | Sale | Joint | $1,001 - $15,000 | Mar 23, 2026 | 31d |
| Feb 20, 2026 | NOW ↗ | ServiceNow Inc | Purchase | Joint | $1,001 - $15,000 | Mar 23, 2026 | 31d |
| Feb 20, 2026 | UNH ↗ | Unitedhealth Group Inc | Purchase | Joint | $15,001 - $50,000 | Mar 23, 2026 | 31d |
| Feb 23, 2026 | ACN ↗ | Accenture PLC | Purchase | Joint | $15,001 - $50,000 | Mar 23, 2026 | 28d |
| Jan 28, 2026 | MDYV ↗ | SPDR S&P 400 Mid Cap Value ETF | Sale | Joint | $1,001 - $15,000 | Feb 10, 2026 | 13d |
| Jan 28, 2026 | TLH ↗ | iShares 10-20 Year Treasury Bond ETF | Purchase | Joint | $1,001 - $15,000 | Feb 10, 2026 | 13d |
| Jan 28, 2026 | GLDM ↗ | SPDR GOLD MINISHARES TR | Sale | Joint | $1,001 - $15,000 | Feb 10, 2026 | 13d |
| Jan 28, 2026 | GDX ↗ | VanEck Vectors ETF Trust VanEck Vectors ... | Purchase | Joint | $1,001 - $15,000 | Feb 10, 2026 | 13d |
| Jan 28, 2026 | SPMB ↗ | STATE STREET SPDR MOT BKD BD | Purchase | Joint | $1,001 - $15,000 | Feb 10, 2026 | 13d |
| Jan 28, 2026 | PICK ↗ | ISHARES MSCI GBL METLS & MNG | Purchase | Joint | $1,001 - $15,000 | Feb 10, 2026 | 13d |
| Jan 28, 2026 | REGL ↗ | Proshares Trust - ProShares S&P MidCap 4... | Sale | Joint | $1,001 - $15,000 | Feb 10, 2026 | 13d |
| Jan 28, 2026 | MDYG ↗ | SPDR S&P 400 Mid Cap Growth ETF | Sale | Joint | $1,001 - $15,000 | Feb 10, 2026 | 13d |
| Jan 28, 2026 | SPYV ↗ | SPDR Series Trust - SPDR Portfolio S&P 5... | Purchase | Joint | $1,001 - $15,000 | Feb 10, 2026 | 13d |
| Oct 21, 2025 | IEUR ↗ | iShares Core MSCI Europe ETF | Purchase | Joint | $1,001 - $15,000 | Nov 20, 2025 | 30d |
| Oct 21, 2025 | HYBB ↗ | ISHARES BB RAT CORP BOND ETF | Purchase | Joint | $1,001 - $15,000 | Nov 20, 2025 | 30d |
| Oct 21, 2025 | MDY ↗ | SPDR MidCap 400 ETF Trust (2) | Sale | Joint | $1,001 - $15,000 | Nov 20, 2025 | 30d |
| Oct 21, 2025 | MDY ↗ | SPDR MidCap 400 ETF Trust (1) | Sale | Joint | $1,001 - $15,000 | Nov 20, 2025 | 30d |
| Oct 21, 2025 | SPDW ↗ | SPDR Portfolio Developed World ex-US ETF | Purchase | Joint | $1,001 - $15,000 | Nov 20, 2025 | 30d |
| Oct 21, 2025 | SPYG ↗ | SPDR Portfolio S&P 500 Growth ETF | Purchase | Joint | $1,001 - $15,000 | Nov 20, 2025 | 30d |
| Oct 21, 2025 | GLDM ↗ | SPDR GOLD MINISHARES TR | Sale | Joint | $1,001 - $15,000 | Nov 20, 2025 | 30d |
| Oct 21, 2025 | TLH ↗ | iShares 10-20 Year Treasury Bond ETF | Sale | Joint | $1,001 - $15,000 | Nov 20, 2025 | 30d |
| Jul 17, 2025 | IEI ↗ | iShares 3-7 Year Treasury Bond ETF | Sale | Joint | $1,001 - $15,000 | Aug 19, 2025 | 33d |
| Jul 17, 2025 | SPMB ↗ | SPDR® PORTFOLIO MORTGAGE BACKED BOND ET... | Sale | Joint | $1,001 - $15,000 | Aug 19, 2025 | 33d |
| Jul 17, 2025 | XLP ↗ | The Consumer Staples Select Sector SPDR ... | Sale | Joint | $1,001 - $15,000 | Aug 19, 2025 | 33d |
| Jul 17, 2025 | MDYV ↗ | SPDR S&P 400 MID CAP VALUE ETF | Sale | Joint | $1,001 - $15,000 | Aug 19, 2025 | 33d |
| Jul 17, 2025 | MDYG ↗ | SPDR S&P 400 Mid Cap Growth ETF | Purchase | Joint | $1,001 - $15,000 | Aug 19, 2025 | 33d |
| Jul 17, 2025 | SPYG ↗ | SPDR Portfolio S&P 500 Growth ETF | Purchase | Joint | $1,001 - $15,000 | Aug 19, 2025 | 33d |
| Jul 17, 2025 | AVDV ↗ | AVANTIS INTERNATIONAL SMALL CAP VALUE ET... | Purchase | Joint | $1,001 - $15,000 | Aug 19, 2025 | 33d |
| Jul 17, 2025 | FXF ↗ | INVESCO CURRENCYSHARES SWISS FRANC TRUST | Sale | Joint | $1,001 - $15,000 | Aug 19, 2025 | 33d |
| Jul 17, 2025 | TLH ↗ | iShares 10-20 Year Treasury Bond ETF | Sale | Joint | $1,001 - $15,000 | Aug 19, 2025 | 33d |
| Jul 17, 2025 | IEUR ↗ | iShares Core MSCI Europe ETF | Purchase | Joint | $1,001 - $15,000 | Aug 19, 2025 | 33d |
| Jul 17, 2025 | HYBB ↗ | ISHARES BB RAT CORP BOND ETF | Purchase | Joint | $1,001 - $15,000 | Aug 19, 2025 | 33d |
| Jul 17, 2025 | SPDW ↗ | SPDR Portfolio Developed World ex-US ETF | Purchase | Joint | $1,001 - $15,000 | Aug 19, 2025 | 33d |
| Jan 28, 2025 | FLJP ↗ | FRANKLIN FTSE JAPAN ETF | Sale | Joint | $1,001 - $15,000 | Feb 14, 2025 | 17d |
| Jan 28, 2025 | SLYG ↗ | SPDR S&P 600 Small Cap Growth ETF | Sale | Joint | $1,001 - $15,000 | Feb 14, 2025 | 17d |
| Jan 28, 2025 | SPDW ↗ | SPDR Portfolio Developed World ex-US ETF | Sale | Joint | $1,001 - $15,000 | Feb 14, 2025 | 17d |
| Jan 28, 2025 | SPY ↗ | SPDR S&P 500 ETF Trust | Purchase | Joint | $1,001 - $15,000 | Feb 14, 2025 | 17d |
| Jan 28, 2025 | ZROZ ↗ | PIMCO 25 YR ZERO CPN US ETF | Sale | Joint | $1,001 - $15,000 | Feb 14, 2025 | 17d |
| Jan 28, 2025 | ITA ↗ | iShares U.S. Aerospace & Defense ETF | Sale | Joint | $1,001 - $15,000 | Feb 14, 2025 | 17d |
| Jan 28, 2025 | TLH ↗ | iShares 10-20 Year Treasury Bond ETF | Purchase | Joint | $1,001 - $15,000 | Feb 14, 2025 | 17d |
| Jan 28, 2025 | IGSB ↗ | iShares 1-5 Year Investment Grade Corp B... | Sale | Joint | $1,001 - $15,000 | Feb 14, 2025 | 17d |
| Jan 28, 2025 | URA ↗ | Global X Uranium ETF | Purchase | Joint | $1,001 - $15,000 | Feb 14, 2025 | 17d |
| Jan 28, 2025 | IBUY ↗ | Amplify Online Retail ETF | Purchase | Joint | $1,001 - $15,000 | Feb 14, 2025 | 17d |
| Jan 28, 2025 | SPYV ↗ | SPDR Series Trust - SPDR Portfolio S&P 5... | Purchase | Joint | $1,001 - $15,000 | Feb 14, 2025 | 17d |
| Jan 28, 2025 | MDYG ↗ | SPDR S&P 400 Mid Cap Growth ETF | Sale | Joint | $1,001 - $15,000 | Feb 14, 2025 | 17d |
| Jan 28, 2025 | SPYG ↗ | SPDR Portfolio S&P 500 Growth ETF | Purchase | Joint | $1,001 - $15,000 | Feb 14, 2025 | 17d |
| Jan 28, 2025 | SPMB ↗ | SPDR® PORTFOLIO MORTGAGE BACKED BOND ET... | Purchase | Joint | $1,001 - $15,000 | Feb 14, 2025 | 17d |
| Jan 28, 2025 | SLYV ↗ | SPDR S&P 600 Small Cap Value ETF | Purchase | Joint | $1,001 - $15,000 | Feb 14, 2025 | 17d |
| Jan 28, 2025 | VZ ↗ | Verizon Communications Inc | Purchase | Joint | $1,001 - $15,000 | Feb 14, 2025 | 17d |
| Jan 28, 2025 | GLDM ↗ | SPDR GOLD MINISHARES TR | Sale | Joint | $1,001 - $15,000 | Feb 14, 2025 | 17d |
| Jan 28, 2025 | ADBE ↗ | Adobe Inc | Purchase | Joint | $15,001 - $50,000 | Feb 14, 2025 | 17d |
| Jan 28, 2025 | XLE ↗ | The Select Sector SPDR Trust - The Energ... | Sale | Joint | $1,001 - $15,000 | Feb 14, 2025 | 17d |
| Oct 22, 2024 | SHY ↗ | iShares 1-3 Year Treasury Bond ETF | Sale | Joint | $15,001 - $50,000 | Nov 14, 2024 | 23d |
| Oct 22, 2024 | IGSB ↗ | iShares 1-5 Year Investment Grade Corp B... | Sale | Joint | $1,001 - $15,000 | Nov 14, 2024 | 23d |
| Oct 22, 2024 | IEI ↗ | iShares 3-7 Year Treasury Bond ETF | Purchase | Joint | $1,001 - $15,000 | Nov 14, 2024 | 23d |
| Oct 22, 2024 | ZROZ ↗ | PIMCO 25 YR ZERO CPN US ETF | Purchase | Joint | $1,001 - $15,000 | Nov 14, 2024 | 23d |
| Oct 22, 2024 | SPDW ↗ | SPDR Portfolio Developed World ex-US ETF | Sale | Joint | $1,001 - $15,000 | Nov 14, 2024 | 23d |
| Oct 22, 2024 | GLDM ↗ | SPDR GOLD MINISHARES TR | Sale | Joint | $1,001 - $15,000 | Nov 14, 2024 | 23d |
| Oct 22, 2024 | SPMB ↗ | SPDR® PORTFOLIO MORTGAGE BACKED BOND ET... | Purchase | Joint | $15,001 - $50,000 | Nov 14, 2024 | 23d |
| Oct 22, 2024 | XONE ↗ | BONDBLOXX B O Y T D US T ETF | Sale | Joint | $1,001 - $15,000 | Nov 14, 2024 | 23d |
| Oct 22, 2024 | FLJP ↗ | FRANKLIN FTSE JAPAN ETF | Sale | Joint | $1,001 - $15,000 | Nov 14, 2024 | 23d |
| Jan 26, 2024 | TLH ↗ | iShares 10-20 Year Treasury Bond ETF | Sale | Joint | $15,001 - $50,000 | Feb 9, 2024 | 14d |
| Jan 26, 2024 | IBDP ↗ | iShares iBonds Dec 2024 Term Corporate E... | Purchase | Joint | $1,001 - $15,000 | Feb 9, 2024 | 14d |
| Jan 26, 2024 | HYBB ↗ | ISHARES BB RAT CORP BOND ETF | Sale | Joint | $1,001 - $15,000 | Feb 9, 2024 | 14d |
| Jan 26, 2024 | CALF ↗ | PACER US SM CP CS CW 100 ETF | Sale | Joint | $1,001 - $15,000 | Feb 9, 2024 | 14d |
| Jan 26, 2024 | SLYG ↗ | SPDR S&P 600 Small Cap Growth ETF | Purchase | Joint | $15,001 - $50,000 | Feb 9, 2024 | 14d |
| Jan 26, 2024 | SPYG ↗ | SPDR Portfolio S&P 500 Growth ETF | Purchase | Joint | $1,001 - $15,000 | Feb 9, 2024 | 14d |
| Jan 26, 2024 | SPYV ↗ | SPDR Series Trust - SPDR Portfolio S&P 5... | Sale | Joint | $1,001 - $15,000 | Feb 9, 2024 | 14d |
| Jan 26, 2024 | XME ↗ | SPDR S&P Metals & Mining ETF | Sale | Joint | $1,001 - $15,000 | Feb 9, 2024 | 14d |
| Jan 26, 2024 | XLI ↗ | The Industrial Select Sector SPDR Fund | Purchase | Joint | $1,001 - $15,000 | Feb 9, 2024 | 14d |
| Jan 26, 2024 | VCLT ↗ | Vanguard Scottsdale Funds Vanguard Long-... | Purchase | Joint | $1,001 - $15,000 | Feb 9, 2024 | 14d |
| Jan 26, 2024 | GLDM ↗ | SPDR GOLD MINISHARES TR | Purchase | Joint | $1,001 - $15,000 | Feb 9, 2024 | 14d |
| Oct 20, 2023 | GLDM ↗ | SPDR GOLD MINISHARES TR | Sale | Joint | $1,001 - $15,000 | Nov 17, 2023 | 28d |
| Oct 20, 2023 | MDYV ↗ | SPDR S&P 400 Mid Cap Value ETF | Sale | Joint | $1,001 - $15,000 | Nov 17, 2023 | 28d |
| Oct 20, 2023 | FINX ↗ | Global X FinTech ETF | Purchase | Joint | $1,001 - $15,000 | Nov 17, 2023 | 28d |
| Oct 20, 2023 | VCSH ↗ | Vanguard Scottsdale Funds Vanguard Short... | Purchase | Joint | $1,001 - $15,000 | Nov 17, 2023 | 28d |
| Oct 20, 2023 | SLYG ↗ | SPDR S&P 600 Small Cap Growth ETF | Purchase | Joint | $1,001 - $15,000 | Nov 17, 2023 | 28d |
| Oct 20, 2023 | TLH ↗ | iShares 10-20 Year Treasury Bond ETF | Purchase | Joint | $1,001 - $15,000 | Nov 17, 2023 | 28d |
| Oct 20, 2023 | CALF ↗ | PACER US SM CP CS CW 100 ETF | Purchase | Joint | $1,001 - $15,000 | Nov 17, 2023 | 28d |
| Oct 20, 2023 | XMHQ ↗ | INVESCO S&P MDCP QUALITY ETF | Purchase | Joint | $1,001 - $15,000 | Nov 17, 2023 | 28d |
| Oct 20, 2023 | PDBC ↗ | Invesco Optimum Yield Diversified Commod... | Purchase | Joint | $1,001 - $15,000 | Nov 17, 2023 | 28d |
| Oct 20, 2023 | FLJP ↗ | FRANKLIN FTSE JAPAN ETF | Sale | Joint | $1,001 - $15,000 | Nov 17, 2023 | 28d |
| Oct 20, 2023 | XONE ↗ | BONDBLOXX B O Y T D US T ETF | Sale | Joint | $1,001 - $15,000 | Nov 17, 2023 | 28d |
| Oct 20, 2023 | MDYG ↗ | SPDR S&P 400 Mid Cap Growth ETF | Sale | Joint | $1,001 - $15,000 | Nov 17, 2023 | 28d |
| Oct 20, 2023 | SPDW ↗ | SPDR Portfolio Developed World ex-US ETF | Sale | Joint | $15,001 - $50,000 | Nov 17, 2023 | 28d |
| Jul 21, 2023 | SHY ↗ | iShares 1-3 Year Treasury Bond ETF | Sale | Joint | $15,001 - $50,000 | Aug 14, 2023 | 24d |
| Jul 21, 2023 | SPDW ↗ | SPDR Portfolio Developed World ex-US ETF | Sale | Joint | $1,001 - $15,000 | Aug 14, 2023 | 24d |
| Jul 21, 2023 | FLJP ↗ | FRANKLIN FTSE JAPAN ETF | Purchase | Joint | $1,001 - $15,000 | Aug 14, 2023 | 24d |
| Jul 21, 2023 | XMHQ ↗ | INVESCO S&P MDCP QUALITY ETF | Sale | Joint | $1,001 - $15,000 | Aug 14, 2023 | 24d |
| Jul 21, 2023 | XONE ↗ | BONDBLOXX B O Y T D US T ETF | Purchase | Joint | $15,001 - $50,000 | Aug 14, 2023 | 24d |
| Apr 26, 2023 | MSYG ↗ | SPDR SER TR S&P 400 Mid Cap Growth | Purchase | Joint | $1,001 - $15,000 | May 9, 2023 | 13d |
| Apr 26, 2023 | CALF ↗ | Pacer FDS TR PACER US SMALL Cap | Sale (Full) | Joint | $1,001 - $15,000 | May 9, 2023 | 13d |
| Apr 10, 2023 | TROW ↗ | Price T ROWE Group Inc Com | Purchase | Self | $1,001 - $15,000 | May 9, 2023 | 29d |
| Apr 10, 2023 | GRMN ↗ | Garmin LTF SHS | Purchase | Self | $1,001 - $15,000 | May 9, 2023 | 29d |
| Apr 10, 2023 | MMM ↗ | 3M Co Company | Purchase | Self | $1,001 - $15,000 | May 9, 2023 | 29d |
| Apr 26, 2023 | MDYV ↗ | SPDR SER TR S&P 400 Mid Cap VA | Sale (Full) | Joint | $1,001 - $15,000 | May 9, 2023 | 13d |
| Apr 10, 2023 | DKNG ↗ | DraftKings Inc NEW CLASS A | Sale (Full) | Self | $1,001 - $15,000 | May 9, 2023 | 29d |
| Apr 10, 2023 | TCEHY ↗ | Tencent HLDINGS LTD ADR | Sale (Full) | Self | $1,001 - $15,000 | May 9, 2023 | 29d |
| Apr 26, 2023 | PDBC ↗ | Invesco Actively Managed EX | Sale (Full) | Joint | $1,001 - $15,000 | May 9, 2023 | 13d |
| Apr 10, 2023 | UPWK ↗ | Upwork Inc Com | Sale (Full) | Self | $1,001 - $15,000 | May 9, 2023 | 29d |
| Apr 26, 2023 | SLYG ↗ | SPDR SER TR S&P 600 SMALL CAP | Sale (Full) | Joint | $1,001 - $15,000 | May 9, 2023 | 13d |
| Apr 10, 2023 | PNFP ↗ | Pinnacle FINL Partners Inc CO | Purchase | Self | $1,001 - $15,000 | May 9, 2023 | 29d |
| Apr 26, 2023 | XMHQ ↗ | Invesco Exchange-traded FD | Purchase | Joint | $1,001 - $15,000 | May 9, 2023 | 13d |
| Apr 26, 2023 | HYBB ↗ | iShares TR BB Rated Corp BD E | Sale (Full) | Joint | $1,001 - $15,000 | May 9, 2023 | 13d |
| Jan 23, 2023 | SPDW ↗ | SPDR Index SHS FDS SPDR PORT | Purchase | Joint | $15,001 - $50,000 | Feb 13, 2023 | 21d |
| Jan 23, 2023 | XME ↗ | SPDR SER TR S&P Metals & MNG | Purchase | Joint | $1,001 - $15,000 | Feb 13, 2023 | 21d |
| Jan 23, 2023 | CALF ↗ | PACER FDS TR PACER US SMALL C | Purchase | Joint | $1,001 - $15,000 | Feb 13, 2023 | 21d |
| Jan 23, 2023 | SLYG ↗ | SPDR SER TR S&P 600 Small Cap | Purchase | Joint | $1,001 - $15,000 | Feb 13, 2023 | 21d |
| Jan 23, 2023 | XLI ↗ | Select Sector SPDR TR INDL | Purchase | Joint | $1,001 - $15,000 | Feb 13, 2023 | 21d |
| Jan 23, 2023 | IAU ↗ | iShares Gold TR ISHARES New | Sale (Full) | Joint | $1,001 - $15,000 | Feb 13, 2023 | 21d |
| Jan 23, 2023 | XLV ↗ | SELECT SECTOR SPDR TR HEALTH | Sale (Full) | Joint | $1,001 - $15,000 | Feb 13, 2023 | 21d |
| Jan 23, 2023 | SLYV ↗ | SPDR SER TR S&P 600 Smal Cap | Sale (Full) | Joint | $1,001 - $15,000 | Feb 13, 2023 | 21d |
| Jan 23, 2023 | MDYV ↗ | SPDR SER S&P 400 MID CAP VA | Sale (Full) | Joint | $1,001 - $15,000 | Feb 13, 2023 | 21d |
| Jan 23, 2023 | XLP ↗ | Select Sector SPDR TR Consumer | Sale (Full) | Joint | $1,001 - $15,000 | Feb 13, 2023 | 21d |
| Jan 23, 2023 | SHY ↗ | iShares TR 1-3 YR Treasury BD ETF | Sale (Full) | Joint | $15,001 - $50,000 | Feb 13, 2023 | 21d |
| Jan 23, 2023 | HYBB ↗ | iShares TR BB Rated BD E | Sale (Full) | Joint | $1,001 - $15,000 | Feb 13, 2023 | 21d |
| Jan 23, 2023 | ZROZ ↗ | PIMCO ETF TR 25+ Yr Zero CPN | Sale (Full) | Joint | $1,001 - $15,000 | Feb 13, 2023 | 21d |
| Jan 23, 2023 | GLDM ↗ | WORLD GOLD TR SPDR GOLD MINI | Purchase | Joint | $1,001 - $15,000 | Feb 13, 2023 | 21d |
| Dec 20, 2022 | RPBAX ↗ | T ROWE PRICE BALANCED FUND | Purchase | Self | $1,001 - $15,000 | Jan 1, 2023 | 12d |
| Dec 16, 2022 | YACKX ↗ | AMG YACKTMAN FUND | Purchase | Self | $1,001 - $15,000 | Jan 1, 2023 | 16d |
| Dec 14, 2022 | TRBCX ↗ | T ROWE PRICE BLUE CHIP GROWTH FUND | Purchase | Self | $1,001 - $15,000 | Jan 1, 2023 | 18d |
| Dec 21, 2022 | DODWX ↗ | DODGE & COX GLOBAL STOCK FUND | Purchase | Self | $1,001 - $15,000 | Jan 1, 2023 | 11d |
| Nov 28, 2022 | TWLO ↗ | Twilio Inc Class A | Sale (Full) | Self | $1,001 - $15,000 | Dec 12, 2022 | 14d |
| Nov 18, 2022 | PARMX ↗ | Paranassus Mid-Cap Fund INVE | Purchase | Self | $1,001 - $15,000 | Dec 12, 2022 | 24d |
| Oct 19, 2022 | MDYV ↗ | SPDR SER TR S&P 400 Mid Cap Value ETF | Purchase | Joint | $15,001 - $50,000 | Nov 14, 2022 | 26d |
| Oct 19, 2022 | HYBB ↗ | iShares TR BB Rated Corp BD E | Purchase | Joint | $1,001 - $15,000 | Nov 14, 2022 | 26d |
| Oct 19, 2022 | SLYV ↗ | SPDR Ser TR S&P 600 Small Cap | Sale (Full) | Joint | $1,001 - $15,000 | Nov 14, 2022 | 26d |
| Oct 19, 2022 | IBTG ↗ | iShares TR IBonds Dec 2026 Ter | Sale (Full) | Joint | $1,001 - $15,000 | Nov 14, 2022 | 26d |
| Oct 19, 2022 | SHY ↗ | IShares TR 1-3YR Treasury BD ETF | Purchase | Joint | $15,001 - $50,000 | Nov 14, 2022 | 26d |
| Oct 19, 2022 | IBTK ↗ | iShares TR iBonds Dec 2030 Ter | Sale (Full) | Joint | $15,001 - $50,000 | Nov 14, 2022 | 26d |
| Oct 19, 2022 | PDBC ↗ | Invesco Actively Managed Ex | Sale (Full) | Joint | $1,001 - $15,000 | Nov 14, 2022 | 26d |
| Oct 19, 2022 | IBDU ↗ | iShares TR iBonds Dec 2029 Ter | Sale (Full) | Joint | $1,001 - $15,000 | Nov 14, 2022 | 26d |
| Oct 19, 2022 | SPYG ↗ | SPDR Ser TR S&P 500 Growth E | Sale (Full) | Joint | $1,001 - $15,000 | Nov 14, 2022 | 26d |
| Oct 19, 2022 | SPYV ↗ | SPDR SER TR S&P 500 Value ETF | Sale (Full) | Joint | $1,001 - $15,000 | Nov 14, 2022 | 26d |
| Oct 19, 2022 | IAU ↗ | IShares Gold TR iShares New | Sale (Full) | Joint | $1,001 - $15,000 | Nov 14, 2022 | 26d |
| Oct 19, 2022 | DXJ ↗ | Wisdomtree TR Japan Hedged ETF | Sale (Full) | Joint | $1,001 - $15,000 | Nov 14, 2022 | 26d |
| Oct 19, 2022 | ZROZ ↗ | Pimco ETF TR 25+ Yr Zero CPN U | Purchase | Joint | $1,001 - $15,000 | Nov 14, 2022 | 26d |
| Oct 19, 2022 | MDYG ↗ | SPDR SER TR S&P 400 Mid Cap Growth ETF | Purchase | Joint | $1,001 - $15,000 | Nov 14, 2022 | 26d |
| Oct 19, 2022 | SLYG ↗ | SPDR Ser TR S&P 600 Small Cap | Sale (Full) | Joint | $1,001 - $15,000 | Nov 14, 2022 | 26d |
| Jul 21, 2022 | SPDW ↗ | SPRD Index SHB FDS SPDR Port | Sale (Full) | Joint | $15,001 - $50,000 | Aug 12, 2022 | 22d |
| Jul 21, 2022 | IBDU ↗ | iShares TR iBonds Dec 2029 Ter | Purchase | Joint | $1,001 - $15,000 | Aug 12, 2022 | 22d |
| Jul 21, 2022 | IBTK ↗ | iShares TR iBonds Dec 2030 Ter | Purchase | Joint | $15,001 - $50,000 | Aug 12, 2022 | 22d |
| Jul 21, 2022 | SLYG ↗ | SPDR SER TR S&P 600 Small Cap | Sale (Full) | Joint | $1,001 - $15,000 | Aug 12, 2022 | 22d |
| Jul 21, 2022 | HYBB ↗ | iShares TR BB Rated Corp BD E | Purchase | Joint | $1,001 - $15,000 | Aug 12, 2022 | 22d |
| Jul 21, 2022 | IAU ↗ | iShares Gold TR iShares New | Sale (Full) | Joint | $1,001 - $15,000 | Aug 12, 2022 | 22d |
| Jul 21, 2022 | IBDP ↗ | iShare TR Bonds Dec 2024 TER | Purchase | Joint | $1,001 - $15,000 | Aug 12, 2022 | 22d |
| Jul 21, 2022 | SLYV ↗ | SPDR SER TR S&P 600 Small Cap | Sale (Full) | Joint | $1,001 - $15,000 | Aug 12, 2022 | 22d |
| Jul 21, 2022 | PDBC ↗ | Invesco Actively Managed Ex | Sale (Full) | Joint | $1,001 - $15,000 | Aug 12, 2022 | 22d |
| Apr 25, 2022 | MDYG ↗ | SPDR SER TR S&P 400 Mid Cap Growth ETF | Sale (Full) | Joint | $1,001 - $15,000 | May 16, 2022 | 21d |
| Apr 25, 2022 | SPYG ↗ | SPDR SER TR S&P 500 Growth ETF | Purchase | Joint | $1,001 - $15,000 | May 16, 2022 | 21d |
| Apr 25, 2022 | ITA ↗ | iShares TR US Aerospace & Defense | Purchase | Joint | $1,001 - $15,000 | May 16, 2022 | 21d |
| Apr 25, 2022 | IBDU ↗ | iShares TR iBonds DEC 2029 TER | Purchase | Joint | $1,001 - $15,000 | May 16, 2022 | 21d |
| Apr 25, 2022 | DXJ ↗ | Wisdomtree TR Japan Hedged ETF | Purchase | Joint | $1,001 - $15,000 | May 16, 2022 | 21d |
| Apr 25, 2022 | XLF ↗ | Select Sector SPDR TR Financial | Sale (Full) | Joint | $1,001 - $15,000 | May 16, 2022 | 21d |
| Apr 25, 2022 | SPDW ↗ | SPDR Index SHS FDS SPDR Port | Sale (Full) | Joint | $1,001 - $15,000 | May 16, 2022 | 21d |
| Apr 25, 2022 | EWU ↗ | iShares TR MSCI UTD Kingdom E | Sale (Full) | Joint | $1,001 - $15,000 | May 16, 2022 | 21d |
| Apr 25, 2022 | HYBB ↗ | iShares TR BB Rated Corp BD E | Purchase | Joint | $1,001 - $15,000 | May 16, 2022 | 21d |
| Apr 25, 2022 | IBTK ↗ | iShares TR iBonds DEC 2030 TER | Purchase | Joint | $1,001 - $15,000 | May 16, 2022 | 21d |
| Apr 25, 2022 | MDYV ↗ | SPDR SER TR S&P 400 Mid Cap Value ETF | Sale (Full) | Joint | $1,001 - $15,000 | May 16, 2022 | 21d |
| Apr 25, 2022 | XLP ↗ | Select Sector SPDR TR Consumer | Purchase | Joint | $1,001 - $15,000 | May 16, 2022 | 21d |
| Apr 25, 2022 | XLB ↗ | Select Sector SPDR TR Matls | Sale (Full) | Joint | $1,001 - $15,000 | May 16, 2022 | 21d |
| Apr 25, 2022 | PDBC ↗ | Invesco Actively Managed Ex | Purchase | Joint | $1,001 - $15,000 | May 16, 2022 | 21d |
| Apr 25, 2022 | IBTF ↗ | iShares TR iBonds DEC 2025 TER | Sale (Full) | Joint | $1,001 - $15,000 | May 16, 2022 | 21d |
| Apr 25, 2022 | XLE ↗ | Select Sector SPDR TR Energy | Purchase | Joint | $1,001 - $15,000 | May 16, 2022 | 21d |
| Apr 25, 2022 | XHB ↗ | SPDR SER TR S&P Homebuilders | Sale (Full) | Joint | $1,001 - $15,000 | May 16, 2022 | 21d |
| Apr 25, 2022 | IBDP ↗ | iShares TR Bonds DEC 2024 | Sale (Full) | Joint | $1,001 - $15,000 | May 16, 2022 | 21d |
| Apr 25, 2022 | SPYV ↗ | SPDR SER TR S&P 500 Value ETF | Purchase | Joint | $1,001 - $15,000 | May 16, 2022 | 21d |
| Jan 24, 2022 | SPYV ↗ | SPDR Ser TR S&P 500 Value ETF | Sale (Full) | Joint | $1,001 - $15,000 | Feb 11, 2022 | 18d |
| Jan 24, 2022 | XLI ↗ | Select Sector SPDR TR INDL | Sale (Full) | Joint | $1,001 - $15,000 | Feb 11, 2022 | 18d |
| Jan 24, 2022 | IBTB ↗ | iShares Bonds Dec 2022 Term T | Sale (Full) | Joint | $1,001 - $15,000 | Feb 11, 2022 | 18d |
| Jan 24, 2022 | IBTF ↗ | iShares Bonds Dec 2025 Term T | Purchase | Joint | $1,001 - $15,000 | Feb 11, 2022 | 18d |
| Jan 24, 2022 | IAU ↗ | iShares Gold TR Shares new | Sale (Full) | Joint | $1,001 - $15,000 | Feb 11, 2022 | 18d |
| Jan 24, 2022 | XLV ↗ | Select Sector SPDR TR Health | Purchase | Joint | $1,001 - $15,000 | Feb 11, 2022 | 18d |
| Jan 24, 2022 | SPYG ↗ | SPDR Ser Tr S&P 500 Growth ETF | Sale (Full) | Joint | $1,001 - $15,000 | Feb 11, 2022 | 18d |
| Jan 24, 2022 | PDBC ↗ | Invesco Actively Managed Ex | Purchase | Joint | $1,001 - $15,000 | Feb 11, 2022 | 18d |
| Jan 24, 2022 | IBTG ↗ | iShares Bonds Dec 2026 Term T | Purchase | Joint | $1,001 - $15,000 | Feb 11, 2022 | 18d |
| Jan 19, 2022 | DKNG ↗ | DraftKings Inc Class A | Purchase | Self | $1,001 - $15,000 | Feb 11, 2022 | 23d |
| Dec 17, 2021 | PRGTX ↗ | T Rowe Price Global Techno | Purchase | Self | $15,001 - $50,000 | Jan 19, 2022 | 33d |
| Dec 16, 2021 | YACKX ↗ | AMG Yacktman Fund Class I | Purchase | Self | $1,001 - $15,000 | Jan 19, 2022 | 34d |
| Dec 22, 2021 | DODWX ↗ | Dodge & Cox Global Stock F | Purchase | Joint | $1,001 - $15,000 | Jan 19, 2022 | 28d |
| Dec 15, 2021 | TRBCX ↗ | T Rowe Price Blue Chip Growth | Purchase | Self | $1,001 - $15,000 | Jan 19, 2022 | 35d |
| Dec 16, 2021 | VWIGX ↗ | Vanguard International Growth | Purchase | Self | $1,001 - $15,000 | Jan 19, 2022 | 34d |
| Dec 17, 2021 | LCGFX ↗ | William Blair Large Cap Growth | Purchase | Self | $1,001 - $15,000 | Jan 19, 2022 | 33d |
| Dec 17, 2021 | OAKGX ↗ | The Oakmark Global Fund In | Purchase | Joint | $1,001 - $15,000 | Jan 19, 2022 | 33d |
| Dec 17, 2021 | NFFFX ↗ | New World Fund Class F-2 | Purchase | Self | $1,001 - $15,000 | Jan 19, 2022 | 33d |
| Dec 14, 2021 | RPBAX ↗ | T Rowe Price Balanced | Purchase | Joint | $1,001 - $15,000 | Jan 19, 2022 | 36d |
| Nov 19, 2021 | PARMX ↗ | Parnassus Mid-Cap Fund | Purchase | Self | $1,001 - $15,000 | Dec 16, 2021 | 27d |
| Nov 19, 2021 | DKNG ↗ | DraftKings Inc Class A | Sale (Full) | Self | $1,001 - $15,000 | Dec 16, 2021 | 27d |
| Oct 25, 2021 | MFYV ↗ | SPDR SER TR S&P 400 MID Cap G | Purchase | Joint | $1,001 - $15,000 | Nov 12, 2021 | 18d |
| Oct 25, 2021 | MDYG ↗ | SPDR SER TR S&P 400 MID Cap G | Purchase | Joint | $1,001 - $15,000 | Nov 12, 2021 | 18d |
| Oct 25, 2021 | EMXC ↗ | IShares Inc MSCI Emerging MK | Sale (Full) | Joint | $1,001 - $15,000 | Nov 12, 2021 | 18d |
| Sep 9, 2021 | PONPX ↗ | Pimco Income Fund Class I-1 | Purchase | Joint | $15,001 - $50,000 | Oct 13, 2021 | 34d |
| Sep 9, 2021 | PIMIX ↗ | Pimco Income Fund Instuition | Sale (Full) | Joint | $15,001 - $50,000 | Oct 13, 2021 | 34d |
| Aug 6, 2021 | ZBH ↗ | Zimmer Biomet Holdings Inc Common Stock | Sale (Full) | Self | $1,001 - $15,000 | Oct 7, 2021 | 62d |
| Aug 6, 2021 | DKNG ↗ | DraftKings Inc Class A | Purchase | Self | $1,001 - $15,000 | Oct 7, 2021 | 62d |
| Aug 6, 2021 | ZBH ↗ | Zimmer Biomet Holdings Inc Common Stock | Sale (Full) | Child | $1,001 - $15,000 | Oct 1, 2021 | 56d |
| Aug 6, 2021 | DKNG ↗ | DraftKings Inc Class A | Purchase | Child | $1,001 - $15,000 | Oct 1, 2021 | 56d |
| Jul 22, 2021 | IGLB ↗ | iShares TR 10+YR INVT GRACE CO | Sale (Full) | Joint | $1,001 - $15,000 | Aug 17, 2021 | 26d |
| Jul 29, 2021 | LCGFX ↗ | William Blair Large Cap Growth | Purchase | Child | $50,001 - $100,000 | Aug 17, 2021 | 19d |
| Jul 29, 2021 | SGIIX ↗ | First Eagle Global Fund Class | Sale (Full) | Child | $50,001 - $100,000 | Aug 17, 2021 | 19d |
| Jul 22, 2021 | IBDP ↗ | iShares TR Bonds DEC 2024 TER | Purchase | Joint | $1,001 - $15,000 | Aug 17, 2021 | 26d |
| Jul 22, 2021 | MDYV ↗ | SPDR SER TR S&P 00 MID CAP VA | Purchase | Joint | $1,001 - $15,000 | Aug 17, 2021 | 26d |
| Jul 22, 2021 | MDYG ↗ | SPDR SER TR S&P 400 MID CAP GR | Purchase | Joint | $1,001 - $15,000 | Aug 17, 2021 | 26d |
| Jul 22, 2021 | IBTD ↗ | iShares iBonds DEC 2023 TERM T | Sale (Full) | Joint | $1,001 - $15,000 | Aug 17, 2021 | 26d |
| Jul 22, 2021 | MBB ↗ | iShares TRMBD ETF | Sale (Full) | Joint | $1,001 - $15,000 | Aug 17, 2021 | 26d |
| Jul 22, 2021 | EMXC ↗ | iShares Inc MSCI EMERGING MKT | Purchase | Joint | $1,001 - $15,000 | Aug 17, 2021 | 26d |
| Jul 22, 2021 | IEMG ↗ | iShares Inc Core MSCI EMERGING | Sale (Full) | Joint | $1,001 - $15,000 | Aug 17, 2021 | 26d |
| Apr 22, 2021 | IGLB ↗ | iShares TR 10+ YR Invt Grade C | Purchase | Joint | $1,001 - $15,000 | May 12, 2021 | 20d |
| Apr 22, 2021 | IEMG ↗ | iShares Inc Core MSCI Emerging Markets | Purchase | Joint | $1,001 - $15,000 | May 12, 2021 | 20d |
| Apr 22, 2021 | EWU ↗ | iShares TR MSCI UTD Kingdom E | Purchase | Joint | $1,001 - $15,000 | May 12, 2021 | 20d |
| Apr 22, 2021 | VNQ ↗ | Vanguard Index FDS Real Estate | Sale (Full) | Joint | $1,001 - $15,000 | May 12, 2021 | 20d |
| Apr 22, 2021 | IAU ↗ | IShares Gold TR | Purchase | Joint | $1,001 - $15,000 | May 12, 2021 | 20d |
| Apr 22, 2021 | SPYV ↗ | SPDR Portfolio S&P 500 Value | Purchase | Joint | $1,001 - $15,000 | May 12, 2021 | 20d |
| Apr 22, 2021 | SPYG ↗ | SPDR SER TR S&P 500 Growth E | Sale (Full) | Joint | $1,001 - $15,000 | May 12, 2021 | 20d |
| Apr 22, 2021 | MDYV ↗ | SPDR SER TR S&P 400 Mid Cap VA | Sale (Full) | Joint | $1,001 - $15,000 | May 12, 2021 | 20d |
| Apr 22, 2021 | MDYG ↗ | SPDR SER TR S&P 400 Mid Cap G | Sale (Full) | Joint | $1,001 - $15,000 | May 12, 2021 | 20d |
| Apr 22, 2021 | SLYG ↗ | SPDR SER TR S&P 600 Small Cap | Sale (Full) | Joint | $1,001 - $15,000 | May 12, 2021 | 20d |
| Jan 21, 2021 | IBDO ↗ | iShares iBonds Dec 2023 Term Corporate E... | Sale (Full) | Joint | $1,001 - $15,000 | Mar 3, 2021 | 41d |
| Jan 21, 2021 | MBB ↗ | iShares Nasdaq Biotechnology Etf | Purchase | Joint | $1,001 - $15,000 | Mar 3, 2021 | 41d |
| Jan 21, 2021 | MDYG ↗ | SPDR S&P 400 Mid Cap Growth ETF | Sale (Full) | Joint | $1,001 - $15,000 | Mar 3, 2021 | 41d |
| Jan 21, 2021 | SPYV ↗ | SPDR Portfolio S&P 500 Value ETF | Sale (Full) | Joint | $1,001 - $15,000 | Mar 3, 2021 | 41d |
| Jan 21, 2021 | IBTJ ↗ | iShares iBonds Dec 2029 Term Treasury ET... | Sale (Full) | Joint | $1,001 - $15,000 | Mar 3, 2021 | 41d |
| Jan 21, 2021 | IBTB ↗ | iShares iBonds Dec 2022 Term Treasury ET... | Purchase | Joint | $1,001 - $15,000 | Mar 3, 2021 | 41d |
| Jan 21, 2021 | PDBC ↗ | Invesco Actively Managed EX | Purchase | Joint | $1,001 - $15,000 | Mar 3, 2021 | 41d |
| Jan 21, 2021 | IAU ↗ | iShares Gold Trust | Sale (Full) | Joint | $1,001 - $15,000 | Mar 3, 2021 | 41d |
| Jan 21, 2021 | IBTH ↗ | iShares iBonds Dec 2027 Term Treasury ET... | Sale (Full) | Joint | $1,001 - $15,000 | Mar 3, 2021 | 41d |
| Jan 21, 2021 | XLF ↗ | Financial Select Sector SPDR Fund | Purchase | Joint | $1,001 - $15,000 | Mar 3, 2021 | 41d |
| Jan 21, 2021 | MDYV ↗ | SPDR S&P 400 Mid Cap Value ETF | Sale (Full) | Joint | $1,001 - $15,000 | Mar 3, 2021 | 41d |
| Jan 21, 2021 | IBTG ↗ | iShares iBonds Dec 2026 Term Treasury ET... | Sale (Full) | Joint | $1,001 - $15,000 | Mar 3, 2021 | 41d |
| Jan 21, 2021 | SPYS ↗ | SPDR Portfolio S&P 500 Growth ETF | Sale (Full) | Joint | $1,001 - $15,000 | Mar 3, 2021 | 41d |
| Jan 21, 2021 | SPTI ↗ | SPDR Portfolio Intermediate Term Treasur... | Sale (Full) | Joint | $1,001 - $15,000 | Mar 3, 2021 | 41d |
| Jan 21, 2021 | LQD ↗ | iShares iBoxx $ Inv Grade Corporate Bond... | Sale (Full) | Joint | $1,001 - $15,000 | Mar 3, 2021 | 41d |
| Jan 21, 2021 | SLYV ↗ | SPDR S&P 600 Small Cap Value ETF | Purchase | Joint | $1,001 - $15,000 | Mar 3, 2021 | 41d |
| Jan 21, 2021 | XLY ↗ | Consumer Discretionary Select Sector SPD... | Sale (Full) | Joint | $1,001 - $15,000 | Mar 3, 2021 | 41d |
| Jan 21, 2021 | SPDW ↗ | SPDR Portfolio Developed World ex-US ETF | Purchase | Joint | $15,001 - $50,000 | Mar 3, 2021 | 41d |
| Jan 21, 2021 | IBTD ↗ | iShares iBonds Dec 2023 Term Treasury ET... | Purchase | Joint | $1,001 - $15,000 | Mar 3, 2021 | 41d |
| Jan 21, 2021 | IBTI ↗ | iShares iBonds Dec 2028 Term Treasury ET... | Sale (Full) | Joint | $1,001 - $15,000 | Mar 3, 2021 | 41d |
| Nov 12, 2020 | DFREX ↗ | DFA Real Estate Securities F | Purchase | Child | $15,001 - $50,000 | Dec 9, 2020 | 27d |
| Nov 11, 2020 | TRREX ↗ | T Rowe Price Real Estate | Sale (Full) | Child | $15,001 - $50,000 | Dec 9, 2020 | 28d |
| Oct 22, 2020 | MDYV ↗ | SPDR SER TR S&P 400 MID CAP VA | Sale (Full) | Joint | $1,001 - $15,000 | Nov 24, 2020 | 33d |
| Oct 22, 2020 | SLV ↗ | ISHARES SILVER TR ISHARES | Sale (Full) | Joint | $1,001 - $15,000 | Nov 24, 2020 | 33d |
| Oct 20, 2020 | EMR ↗ | EMERSON ELEC CO COM | Sale (Full) | Child | $1,001 - $15,000 | Nov 24, 2020 | 35d |
| Oct 22, 2020 | XHB ↗ | SPDR SER TR S&P HOMEBUILDERS | Purchase | Joint | $1,001 - $15,000 | Nov 24, 2020 | 33d |
| Oct 22, 2020 | XLC ↗ | SELECT SECTOR SPDR TR COMMUN | Sale (Full) | Joint | $1,001 - $15,000 | Nov 24, 2020 | 33d |
| Oct 22, 2020 | XLB ↗ | SELECT SECTOR SPDR TR MATLS | Purchase | Joint | $1,001 - $15,000 | Nov 24, 2020 | 33d |
| Oct 22, 2020 | XLI ↗ | SELECT SECTOR SPDR TR INDL | Purchase | Joint | $1,001 - $15,000 | Nov 24, 2020 | 33d |
| Oct 22, 2020 | MDYG ↗ | SPDR SER TR S&P 400 MID CAP G | Sale (Full) | Joint | $1,001 - $15,000 | Nov 24, 2020 | 33d |
| Oct 22, 2020 | SPDW ↗ | SPDR INDEX SHS FDS SPDR PORT | Purchase | Joint | $1,001 - $15,000 | Nov 24, 2020 | 33d |
| Oct 22, 2020 | IEMG ↗ | ISHARES INC CORE MSCI EMERGIN | Purchase | Joint | $1,001 - $15,000 | Nov 24, 2020 | 33d |
| Oct 22, 2020 | IAU ↗ | ISHARES GOLD TR ISHARES | Purchase | Joint | $1,001 - $15,000 | Nov 24, 2020 | 33d |
| Oct 22, 2020 | XLK ↗ | SELECT SECTOR SPDR TR TECHNO | Sale (Full) | Joint | $1,001 - $15,000 | Nov 24, 2020 | 33d |