Mikie Sherrill
house
186 trades tracked · 10 late filings · avg lag 45.7d
Est. volume
$4,962,185
Middle of the reported range
Buys / Sells
30 / 156
Spouse share
0%
Late (>45d)
10
| Tx Date | Ticker | Asset | Type | Owner | Amount | Disclosed | Lag | Return |
|---|---|---|---|---|---|---|---|---|
| Mar 7, 2025 | UBS ↗ | UBS Group AG | Sale | Joint | $250,001 - $500,000 | Mar 11, 2025 | 4d | — |
| May 14, 2024 | UBS ↗ | UBS Group AG Registered Ordinary Shares | Sale (Partial) | Joint | $50,001 - $100,000 | May 15, 2024 | 1d | — |
| May 13, 2024 | UBS ↗ | UBS Group AG Registered Ordinary Shares | Sale (Partial) | Joint | $250,001 - $500,000 | May 13, 2024 | 0d | — |
| Mar 3, 2023 | UBS ↗ | UBS Group AG Registered Ordinary Shares | Sale (Full) | Self | $250,001 - $500,000 | Mar 3, 2023 | 0d | — |
| May 23, 2022 | UBS ↗ | UBS Group AG Registered Ordinary Shares | Sale (Full) | Joint | $100,001 - $250,000 | May 23, 2022 | 0d | — |
| Mar 9, 2022 | UBS ↗ | UBS Group AG Registered Ordinary Shares | Sale (Partial) | Joint | $100,001 - $250,000 | Apr 6, 2022 | 28d | — |
| Jun 1, 2020 | UBS ↗ | UBS Group AG Registered Ordinary Shares | Sale (Full) | Self | $50,001 - $100,000 | Dec 3, 2021 | 550d | — |
| Apr 29, 2020 | UBS ↗ | UBS Group AG Registered Ordinary Shares | Sale (Partial) | Self | $100,001 - $250,000 | Dec 3, 2021 | 583d | — |
| Mar 9, 2021 | UBS ↗ | UBS Group AG Registered Ordinary Shares | Sale (Full) | Self | $250,001 - $500,000 | Apr 1, 2021 | 23d | — |
| Feb 20, 2020 | NVS ↗ | Novartis AG | Sale (Full) | Self | $1,001 - $15,000 | Apr 5, 2020 | 45d | — |
| Feb 20, 2020 | ACN ↗ | Accenture plc Class A Ordinary Shares | Sale (Full) | Self | $1,001 - $15,000 | Apr 5, 2020 | 45d | — |
| Feb 20, 2020 | APD ↗ | Air Products and Chemicals, Inc. | Sale (Full) | Self | $1,001 - $15,000 | Apr 5, 2020 | 45d | — |
| Feb 20, 2020 | ARE ↗ | Alexandria Real Estate Equities, Inc. | Sale (Full) | Self | $1,001 - $15,000 | Apr 5, 2020 | 45d | — |
| Feb 20, 2020 | BXP ↗ | Boston Properties, Inc. | Sale (Full) | Self | $1,001 - $15,000 | Apr 5, 2020 | 45d | — |
| Feb 20, 2020 | COF ↗ | Capital One Financial Corporation | Sale (Full) | Self | $1,001 - $15,000 | Apr 5, 2020 | 45d | — |
| Feb 20, 2020 | CVX ↗ | Chevron Corporation | Sale (Full) | Self | $1,001 - $15,000 | Apr 5, 2020 | 45d | — |
| Feb 20, 2020 | CFR ↗ | Cullen/Frost Bankers, Inc. | Sale (Full) | Self | $1,001 - $15,000 | Apr 5, 2020 | 45d | — |
| Feb 20, 2020 | DOV ↗ | Dover Corporation | Sale (Full) | Self | $1,001 - $15,000 | Apr 5, 2020 | 45d | — |
| Feb 20, 2020 | ETR ↗ | Entergy Corporation | Sale (Full) | Self | $1,001 - $15,000 | Apr 5, 2020 | 45d | — |
| Feb 20, 2020 | GD ↗ | General Dynamics Corporation | Sale (Full) | Self | $1,001 - $15,000 | Apr 5, 2020 | 45d | — |
| Feb 20, 2020 | GILD ↗ | Gilead Sciences, Inc. | Sale (Full) | Self | $1,001 - $15,000 | Apr 5, 2020 | 45d | — |
| Feb 20, 2020 | HAS ↗ | Hasbro, Inc. | Sale (Full) | Self | $1,001 - $15,000 | Apr 5, 2020 | 45d | — |
| Feb 20, 2020 | HD ↗ | Home Depot, Inc. | Sale (Full) | Self | $1,001 - $15,000 | Apr 5, 2020 | 45d | — |
| Feb 20, 2020 | ABT ↗ | Abbott Laboratories | Sale (Full) | Self | $1,001 - $15,000 | Apr 5, 2020 | 45d | — |
| Feb 20, 2020 | AAPL ↗ | Apple Inc. | Sale (Full) | Self | $1,001 - $15,000 | Apr 5, 2020 | 45d | — |
| Feb 20, 2020 | AJG ↗ | Arthur J. Gallagher & Co. | Sale (Full) | Self | $1,001 - $15,000 | Apr 5, 2020 | 45d | — |
| Feb 20, 2020 | NVDA ↗ | NVIDIA Corporation | Sale (Full) | Self | $15,001 - $50,000 | Apr 5, 2020 | 45d | — |
| Feb 20, 2020 | PRU ↗ | Prudential Financial, Inc. | Sale (Full) | Self | $1,001 - $15,000 | Apr 5, 2020 | 45d | — |
| Feb 20, 2020 | UNH ↗ | UnitedHealth Group Incorporated Common S... | Sale (Full) | Self | $1,001 - $15,000 | Apr 5, 2020 | 45d | — |
| Feb 20, 2020 | QCOM ↗ | QUALCOMM Incorporated | Sale (Full) | Self | $1,001 - $15,000 | Apr 5, 2020 | 45d | — |
| Feb 20, 2020 | REGN ↗ | Regeneron Pharmaceuticals, Inc. | Sale (Full) | Self | $1,001 - $15,000 | Apr 5, 2020 | 45d | — |
| Feb 21, 2020 | SPYG ↗ | SPDR Series Trust SPDR Portfolio S&P 500... | Purchase | Self | $100,001 - $250,000 | Apr 5, 2020 | 44d | — |
| Feb 20, 2020 | SWK ↗ | Stanley Black & Decker, Inc. | Sale (Full) | Self | $1,001 - $15,000 | Apr 5, 2020 | 45d | — |
| Feb 20, 2020 | CB ↗ | Chubb Limited | Sale (Full) | Self | $1,001 - $15,000 | Apr 5, 2020 | 45d | — |
| Feb 20, 2020 | CSCO ↗ | Cisco Systems, Inc. | Sale (Full) | Self | $1,001 - $15,000 | Apr 5, 2020 | 45d | — |
| Feb 20, 2020 | CME ↗ | CME Group Inc. - Class A | Sale (Full) | Self | $1,001 - $15,000 | Apr 5, 2020 | 45d | — |
| Feb 20, 2020 | CMS ↗ | CMS Energy Corporation | Sale (Full) | Self | $1,001 - $15,000 | Apr 5, 2020 | 45d | — |
| Feb 20, 2020 | KO ↗ | Coca-Cola Company | Sale (Full) | Self | $15,001 - $50,000 | Apr 5, 2020 | 45d | — |
| Feb 20, 2020 | CL ↗ | Colgate-Palmolive Company | Sale (Full) | Self | $1,001 - $15,000 | Apr 5, 2020 | 45d | — |
| Feb 20, 2020 | CMCSA ↗ | Comcast Corporation - Class A | Sale (Full) | Self | $1,001 - $15,000 | Apr 5, 2020 | 45d | — |
| Feb 20, 2020 | COP ↗ | ConocoPhillips | Sale (Full) | Self | $1,001 - $15,000 | Apr 5, 2020 | 45d | — |
| Feb 20, 2020 | EXPD ↗ | Expeditors International of Washington, ... | Sale (Full) | Self | $1,001 - $15,000 | Apr 5, 2020 | 45d | — |
| Feb 20, 2020 | XOM ↗ | Exxon Mobil Corporation | Sale (Full) | Self | $1,001 - $15,000 | Apr 5, 2020 | 45d | — |
| Feb 20, 2020 | FB ↗ | Facebook, Inc. - Class A | Sale (Full) | Self | $15,001 - $50,000 | Apr 5, 2020 | 45d | — |
| Feb 20, 2020 | FDS ↗ | FactSet Research Systems Inc. | Sale (Full) | Self | $1,001 - $15,000 | Apr 5, 2020 | 45d | — |
| Feb 21, 2020 | FDRR ↗ | Fidelity Dividend ETF for Rising Rates | Purchase | Self | $100,001 - $250,000 | Apr 5, 2020 | 44d | — |
| Feb 20, 2020 | HIG ↗ | Hartford Financial Services Group, Inc. | Sale (Full) | Self | $1,001 - $15,000 | Apr 5, 2020 | 45d | — |
| Feb 20, 2020 | MDLZ ↗ | Mondelez International, Inc. - Class A | Sale (Full) | Self | $1,001 - $15,000 | Apr 5, 2020 | 45d | — |
| Feb 20, 2020 | MNST ↗ | Monster Beverage Corporation | Sale (Full) | Self | $1,001 - $15,000 | Apr 5, 2020 | 45d | — |
| Feb 20, 2020 | NEE ↗ | NextEra Energy, Inc. | Sale (Full) | Self | $1,001 - $15,000 | Apr 5, 2020 | 45d | — |
| Feb 20, 2020 | NSC ↗ | Norfolk Southern Corporation | Sale (Full) | Self | $1,001 - $15,000 | Apr 5, 2020 | 45d | — |
| Feb 20, 2020 | NTRS ↗ | Northern Trust Corporation | Sale (Full) | Self | $1,001 - $15,000 | Apr 5, 2020 | 45d | — |
| Feb 20, 2020 | BABA ↗ | Alibaba Group Holding Limited American D... | Sale (Full) | Self | $15,001 - $50,000 | Apr 5, 2020 | 45d | — |
| Feb 20, 2020 | GOOGL ↗ | Alphabet Inc. - Class A | Sale (Full) | Self | $1,001 - $15,000 | Apr 5, 2020 | 45d | — |
| Feb 20, 2020 | ADSK ↗ | Autodesk, Inc. | Sale (Full) | Self | $15,001 - $50,000 | Apr 5, 2020 | 45d | — |
| Feb 20, 2020 | ADP ↗ | Automatic Data Processing, Inc. | Sale (Full) | Self | $1,001 - $15,000 | Apr 5, 2020 | 45d | — |
| Feb 20, 2020 | AVB ↗ | AvalonBay Communities, Inc. | Sale (Full) | Self | $1,001 - $15,000 | Apr 5, 2020 | 45d | — |
| Feb 20, 2020 | BAC ↗ | Bank of America Corporation | Sale (Full) | Self | $1,001 - $15,000 | Apr 5, 2020 | 45d | — |
| Feb 20, 2020 | BLK ↗ | BlackRock, Inc. | Sale (Full) | Self | $1,001 - $15,000 | Apr 5, 2020 | 45d | — |
| Feb 20, 2020 | BMY ↗ | Bristol-Myers Squibb Company | Sale (Full) | Self | $1,001 - $15,000 | Apr 5, 2020 | 45d | — |
| Feb 20, 2020 | CERN ↗ | Cerner Corporation | Sale (Full) | Self | $1,001 - $15,000 | Apr 5, 2020 | 45d | — |
| Feb 20, 2020 | DD ↗ | DuPont de Nemours, Inc. | Sale (Full) | Self | $1,001 - $15,000 | Apr 5, 2020 | 45d | — |
| Feb 20, 2020 | EIX ↗ | Edison International | Sale (Full) | Self | $1,001 - $15,000 | Apr 5, 2020 | 45d | — |
| Feb 20, 2020 | LLY ↗ | Eli Lilly and Company | Sale (Full) | Self | $1,001 - $15,000 | Apr 5, 2020 | 45d | — |
| Feb 20, 2020 | FIS ↗ | Fidelity National Information Services, ... | Sale (Full) | Self | $1,001 - $15,000 | Apr 5, 2020 | 45d | — |
| Feb 20, 2020 | JNJ ↗ | Johnson & Johnson | Sale (Full) | Self | $1,001 - $15,000 | Apr 5, 2020 | 45d | — |
| Feb 20, 2020 | MTB ↗ | M&T Bank Corporation | Sale (Full) | Self | $1,001 - $15,000 | Apr 5, 2020 | 45d | — |
| Feb 20, 2020 | MDT ↗ | Medtronic plc. Ordinary Shares | Sale (Full) | Self | $1,001 - $15,000 | Apr 5, 2020 | 45d | — |
| Feb 20, 2020 | PGR ↗ | Progressive Corporation | Sale (Full) | Self | $1,001 - $15,000 | Apr 5, 2020 | 45d | — |
| Feb 20, 2020 | PEG ↗ | Public Service Enterprise Group Incorpor... | Sale (Full) | Self | $1,001 - $15,000 | Apr 5, 2020 | 45d | — |
| Feb 20, 2020 | VLO ↗ | Valero Energy Corporation | Sale (Full) | Self | $1,001 - $15,000 | Apr 5, 2020 | 45d | — |
| Feb 20, 2020 | XEL ↗ | Xcel Energy Inc. | Sale (Full) | Self | $1,001 - $15,000 | Apr 5, 2020 | 45d | — |
| Feb 20, 2020 | YUMC ↗ | Yum China Holdings, Inc. | Sale (Full) | Self | $1,001 - $15,000 | Apr 5, 2020 | 45d | — |
| Feb 20, 2020 | YUM ↗ | Yum! Brands, Inc. | Sale (Full) | Self | $1,001 - $15,000 | Apr 5, 2020 | 45d | — |
| Feb 20, 2020 | BDX ↗ | Becton, Dickinson and Company | Sale (Full) | Self | $1,001 - $15,000 | Apr 5, 2020 | 45d | — |
| Feb 20, 2020 | LVS ↗ | Las Vegas Sands Corp. | Sale (Full) | Self | $1,001 - $15,000 | Apr 5, 2020 | 45d | — |
| Feb 20, 2020 | MRK ↗ | Merck & Company, Inc. Common Stock | Sale (Full) | Self | $1,001 - $15,000 | Apr 5, 2020 | 45d | — |
| Feb 20, 2020 | MET ↗ | Metlife, Inc. | Sale (Full) | Self | $1,001 - $15,000 | Apr 5, 2020 | 45d | — |
| Feb 20, 2020 | PH ↗ | Parker-Hannifin Corporation | Sale (Full) | Self | $1,001 - $15,000 | Apr 5, 2020 | 45d | — |
| Feb 20, 2020 | TFC ↗ | Truist Financial Corporation | Sale (Full) | Self | $1,001 - $15,000 | Apr 5, 2020 | 45d | — |
| Feb 20, 2020 | VFC ↗ | V.F. Corporation | Sale (Full) | Self | $1,001 - $15,000 | Apr 5, 2020 | 45d | — |
| Feb 20, 2020 | PG ↗ | Procter & Gamble Company | Sale (Full) | Self | $15,001 - $50,000 | Apr 5, 2020 | 45d | — |
| Feb 20, 2020 | NVO ↗ | Novo Nordisk A/S | Sale (Full) | Self | $1,001 - $15,000 | Apr 5, 2020 | 45d | — |
| Feb 21, 2020 | NULG ↗ | Nuveen ESG Large-Cap Growth ETF | Purchase | Self | $100,001 - $250,000 | Apr 5, 2020 | 44d | — |
| Feb 20, 2020 | RSG ↗ | Republic Services, Inc. | Sale (Full) | Self | $1,001 - $15,000 | Apr 5, 2020 | 45d | — |
| Feb 20, 2020 | RHHBY ↗ | Roche Holdings AG Basel American Deposit... | Sale (Full) | Self | $1,001 - $15,000 | Apr 5, 2020 | 45d | — |
| Feb 20, 2020 | RPM ↗ | RPM International Inc. | Sale (Full) | Self | $1,001 - $15,000 | Apr 5, 2020 | 45d | — |
| Feb 20, 2020 | SLB ↗ | Schlumberger N.V. | Sale (Full) | Self | $1,001 - $15,000 | Apr 5, 2020 | 45d | — |
| Feb 21, 2020 | SCHD ↗ | Schwab US Dividend Equity ETF | Purchase | Self | $100,001 - $250,000 | Apr 5, 2020 | 44d | — |
| Feb 20, 2020 | SEIC ↗ | SEI Investments Company | Sale (Full) | Self | $1,001 - $15,000 | Apr 5, 2020 | 45d | — |
| Feb 20, 2020 | SPG ↗ | Simon Property Group, Inc. | Sale (Full) | Self | $1,001 - $15,000 | Apr 5, 2020 | 45d | — |
| Feb 20, 2020 | SBUX ↗ | Starbucks Corporation | Sale (Full) | Self | $1,001 - $15,000 | Apr 5, 2020 | 45d | — |
| Feb 20, 2020 | VAR ↗ | Varian Medical Systems, Inc. | Sale (Full) | Self | $1,001 - $15,000 | Apr 5, 2020 | 45d | — |
| Feb 20, 2020 | VTR ↗ | Ventas, Inc. | Sale (Full) | Self | $1,001 - $15,000 | Apr 5, 2020 | 45d | — |
| Feb 20, 2020 | VZ ↗ | Verizon Communications Inc. | Sale (Full) | Self | $1,001 - $15,000 | Apr 5, 2020 | 45d | — |
| Feb 20, 2020 | V ↗ | Visa Inc. | Sale (Full) | Self | $15,001 - $50,000 | Apr 5, 2020 | 45d | — |
| Feb 20, 2020 | VNO ↗ | Vornado Realty Trust | Sale (Full) | Self | $1,001 - $15,000 | Apr 5, 2020 | 45d | — |
| Feb 20, 2020 | WMT ↗ | Walmart Inc. | Sale (Full) | Self | $1,001 - $15,000 | Apr 5, 2020 | 45d | — |
| Feb 20, 2020 | WFC ↗ | Wells Fargo & Company | Sale (Full) | Self | $1,001 - $15,000 | Apr 5, 2020 | 45d | — |
| Feb 20, 2020 | UTX ↗ | United Technologies Corporation | Sale (Full) | Self | $1,001 - $15,000 | Apr 5, 2020 | 45d | — |
| Feb 20, 2020 | ITW ↗ | Illinois Tool Works Inc. | Sale (Full) | Self | $1,001 - $15,000 | Apr 5, 2020 | 45d | — |
| Feb 20, 2020 | IBM ↗ | International Business Machines Corporat... | Sale (Full) | Self | $1,001 - $15,000 | Apr 5, 2020 | 45d | — |
| Feb 21, 2020 | IGV ↗ | ISHARES Expanded Tech-Software Sector ET... | Purchase | Self | $100,001 - $250,000 | Apr 5, 2020 | 44d | — |
| Feb 20, 2020 | MMC ↗ | Marsh & Mclennan Companies, Inc. | Sale (Full) | Self | $1,001 - $15,000 | Apr 5, 2020 | 45d | — |
| Feb 20, 2020 | MCD ↗ | McDonald's Corporation | Sale (Full) | Self | $1,001 - $15,000 | Apr 5, 2020 | 45d | — |
| Feb 20, 2020 | MSFT ↗ | Microsoft Corporation | Sale (Full) | Self | $15,001 - $50,000 | Apr 5, 2020 | 45d | — |
| Feb 20, 2020 | ORCL ↗ | Oracle Corporation | Sale (Full) | Self | $15,001 - $50,000 | Apr 5, 2020 | 45d | — |
| Feb 20, 2020 | PEP ↗ | Pepsico, Inc. | Sale (Full) | Self | $1,001 - $15,000 | Apr 5, 2020 | 45d | — |
| Feb 20, 2020 | PFE ↗ | Pfizer, Inc. | Sale (Full) | Self | $1,001 - $15,000 | Apr 5, 2020 | 45d | — |
| Feb 20, 2020 | PM ↗ | Philip Morris International Inc | Sale (Full) | Self | $1,001 - $15,000 | Apr 5, 2020 | 45d | — |
| Feb 20, 2020 | PNC ↗ | PNC Financial Services Group, Inc. | Sale (Full) | Self | $1,001 - $15,000 | Apr 5, 2020 | 45d | — |
| Feb 20, 2020 | PPG ↗ | PPG Industries, Inc. | Sale (Full) | Self | $1,001 - $15,000 | Apr 5, 2020 | 45d | — |
| Feb 20, 2020 | TROW ↗ | T. Rowe Price Group, Inc. | Sale (Full) | Self | $1,001 - $15,000 | Apr 5, 2020 | 45d | — |
| Feb 20, 2020 | TXN ↗ | Texas Instruments Incorporated | Sale (Full) | Self | $1,001 - $15,000 | Apr 5, 2020 | 45d | — |
| Feb 20, 2020 | TRV ↗ | The Travelers Companies, Inc. | Sale (Full) | Self | $1,001 - $15,000 | Apr 5, 2020 | 45d | — |
| Feb 20, 2020 | USB ↗ | U.S. Bancorp | Sale (Full) | Self | $1,001 - $15,000 | Apr 5, 2020 | 45d | — |
| Feb 20, 2020 | WH ↗ | Wyndham Hotels & Resorts, Inc. | Sale (Full) | Self | $1,001 - $15,000 | Apr 5, 2020 | 45d | — |
| Feb 20, 2020 | GOOG ↗ | Alphabet Inc. - Class C Capital Stock | Sale (Full) | Self | $1,001 - $15,000 | Apr 5, 2020 | 45d | — |
| Feb 20, 2020 | MO ↗ | Altria Group, Inc. | Sale (Full) | Self | $1,001 - $15,000 | Apr 5, 2020 | 45d | — |
| Feb 20, 2020 | AMZN ↗ | Amazon.com, Inc. | Sale (Full) | Self | $15,001 - $50,000 | Apr 5, 2020 | 45d | — |
| Feb 20, 2020 | AMGN ↗ | Amgen Inc. | Sale (Full) | Self | $1,001 - $15,000 | Apr 5, 2020 | 45d | — |
| Feb 20, 2020 | ADI ↗ | Analog Devices, Inc. | Sale (Full) | Self | $1,001 - $15,000 | Apr 5, 2020 | 45d | — |
| Feb 20, 2020 | CVS ↗ | CVS Health Corporation | Sale (Full) | Self | $1,001 - $15,000 | Apr 5, 2020 | 45d | — |
| Feb 20, 2020 | DANOY ↗ | Danone Sponsored ADR | Sale (Full) | Self | $1,001 - $15,000 | Apr 5, 2020 | 45d | — |
| Feb 20, 2020 | DE ↗ | Deere & Company | Sale (Full) | Self | $1,001 - $15,000 | Apr 5, 2020 | 45d | — |
| Feb 20, 2020 | DFS ↗ | Discover Financial Services | Sale (Full) | Self | $1,001 - $15,000 | Apr 5, 2020 | 45d | — |
| Feb 20, 2020 | HON ↗ | Honeywell International Inc. | Sale (Full) | Self | $1,001 - $15,000 | Apr 5, 2020 | 45d | — |
| Feb 6, 2020 | MRK ↗ | Merck & Company, Inc. Common Stock | Sale (Full) | Self | $0 - $1,000 | Mar 23, 2020 | 46d | — |
| Jan 21, 2020 | BLK ↗ | BlackRock, Inc. | Purchase | Self | $1,001 - $15,000 | Feb 19, 2020 | 29d | — |
| Jan 15, 2020 | REGN ↗ | Regeneron Pharmaceuticals, Inc. | Purchase | Self | $1,001 - $15,000 | Feb 19, 2020 | 35d | — |
| Jan 15, 2020 | SEIC ↗ | SEI Investments Company | Purchase | Self | $1,001 - $15,000 | Feb 19, 2020 | 35d | — |
| Jan 15, 2020 | SLB ↗ | Schlumberger N.V. | Purchase | Self | $1,001 - $15,000 | Feb 19, 2020 | 35d | — |
| Jan 15, 2020 | AMZN ↗ | Amazon.com, Inc. | Purchase | Self | $1,001 - $15,000 | Feb 19, 2020 | 35d | — |
| Jan 21, 2020 | BMY ↗ | Bristol-Myers Squibb Company | Purchase | Self | $1,001 - $15,000 | Feb 19, 2020 | 29d | — |
| Jan 15, 2020 | CL ↗ | Colgate-Palmolive Company | Purchase | Self | $1,001 - $15,000 | Feb 19, 2020 | 35d | — |
| Jan 21, 2020 | DD ↗ | DUPONT de Nemours, Inc. | Purchase | Self | $1,001 - $15,000 | Feb 19, 2020 | 29d | — |
| Jan 21, 2020 | XOM ↗ | Exxon Mobil Corporation | Purchase | Self | $1,001 - $15,000 | Feb 19, 2020 | 29d | — |
| Jan 21, 2020 | GD ↗ | General Dynamics Corporation | Purchase | Self | $1,001 - $15,000 | Feb 19, 2020 | 29d | — |
| Jan 21, 2020 | GILD ↗ | Gilead Sciences, Inc. | Purchase | Self | $1,001 - $15,000 | Feb 19, 2020 | 29d | — |
| Feb 4, 2020 | IBM ↗ | International Business Machines Corporat... | Purchase | Self | $1,001 - $15,000 | Feb 19, 2020 | 15d | — |
| Jan 27, 2020 | MTB ↗ | M&T Bank Corporation | Purchase | Self | $1,001 - $15,000 | Feb 19, 2020 | 23d | — |
| Jan 21, 2020 | PFE ↗ | Pfizer, Inc. | Purchase | Self | $1,001 - $15,000 | Feb 19, 2020 | 29d | — |
| Jan 21, 2020 | PM ↗ | Philip Morris International Inc | Purchase | Self | $1,001 - $15,000 | Feb 19, 2020 | 29d | — |
| Jan 21, 2020 | PRU ↗ | Prudential Financial, Inc. | Purchase | Self | $1,001 - $15,000 | Feb 19, 2020 | 29d | — |
| Jan 21, 2020 | VTR ↗ | Ventas, Inc. | Purchase | Self | $1,001 - $15,000 | Feb 19, 2020 | 29d | — |
| Jan 21, 2020 | VNO ↗ | Vornado Realty Trust | Purchase | Self | $1,001 - $15,000 | Feb 19, 2020 | 29d | — |
| Dec 18, 2019 | DD ↗ | DuPont de Nemours, Inc. | Sale (Full) | Self | $1,001 - $15,000 | Jan 10, 2020 | 23d | — |
| Dec 12, 2019 | REGN ↗ | Regeneron Pharmaceuticals, Inc. | Sale (Full) | Self | $1,001 - $15,000 | Jan 10, 2020 | 29d | — |
| Jan 2, 2020 | RHHBY ↗ | Roche Holdings AG Basel American Deposit... | Purchase | Self | $1,001 - $15,000 | Jan 10, 2020 | 8d | — |
| Dec 12, 2019 | SLB ↗ | Schlumberger N.V. | Sale (Full) | Self | $1,001 - $15,000 | Jan 10, 2020 | 29d | — |
| Dec 18, 2019 | BLK ↗ | BlackRock, Inc. | Sale (Full) | Self | $1,001 - $15,000 | Jan 10, 2020 | 23d | — |
| Dec 18, 2019 | PFE ↗ | Pfizer, Inc. | Sale (Full) | Self | $1,001 - $15,000 | Jan 10, 2020 | 23d | — |
| Dec 18, 2019 | PM ↗ | Philip Morris International Inc | Sale (Full) | Self | $1,001 - $15,000 | Jan 10, 2020 | 23d | — |
| Dec 18, 2019 | MTB ↗ | M&T Bank Corporation | Sale (Full) | Self | $1,001 - $15,000 | Jan 10, 2020 | 23d | — |
| Dec 27, 2019 | QCOM ↗ | QualCOMM Incorporated | Sale (Full) | Self | $0 - $1,000 | Jan 10, 2020 | 14d | — |
| Dec 18, 2019 | BMY ↗ | Bristol-Myers Squibb Company | Sale (Full) | Self | $1,001 - $15,000 | Jan 10, 2020 | 23d | — |
| Dec 12, 2019 | CL ↗ | Colgate-Palmolive Company | Sale (Full) | Self | $1,001 - $15,000 | Jan 10, 2020 | 29d | — |
| Dec 18, 2019 | XOM ↗ | Exxon Mobil Corporation | Sale (Full) | Self | $1,001 - $15,000 | Jan 10, 2020 | 23d | — |
| Dec 18, 2019 | GD ↗ | General Dynamics Corporation | Sale (Full) | Self | $1,001 - $15,000 | Jan 10, 2020 | 23d | — |
| Dec 18, 2019 | GILD ↗ | Gilead Sciences, Inc. | Sale (Full) | Self | $1,001 - $15,000 | Jan 10, 2020 | 23d | — |
| Dec 18, 2019 | PRU ↗ | Prudential Financial, Inc. | Sale (Full) | Self | $1,001 - $15,000 | Jan 10, 2020 | 23d | — |
| Dec 30, 2019 | QCOM ↗ | QualCOMM Incorporated | Sale (Full) | Self | $0 - $1,000 | Jan 10, 2020 | 11d | — |
| Dec 12, 2019 | SEIC ↗ | SEI Investments Company | Sale (Full) | Self | $1,001 - $15,000 | Jan 10, 2020 | 29d | — |
| Dec 18, 2019 | VTR ↗ | Ventas, Inc. | Sale (Full) | Self | $1,001 - $15,000 | Jan 10, 2020 | 23d | — |
| Dec 18, 2019 | VNO ↗ | Vornado Realty Trust | Sale (Full) | Self | $1,001 - $15,000 | Jan 10, 2020 | 23d | — |
| Dec 23, 2019 | QCOM ↗ | QualCOMM Incorporated | Sale (Full) | Self | $0 - $1,000 | Jan 10, 2020 | 18d | — |
| Dec 23, 2019 | AXP ↗ | American Express Company | Sale (Full) | Self | $0 - $1,000 | Jan 10, 2020 | 18d | — |
| Oct 30, 2019 | BDX ↗ | Becton, Dickinson and Company | Sale (Full) | Self | $509.87 | Jan 3, 2020 | 65d | — |
| Nov 18, 2019 | CVS ↗ | CVS Health Corporation | Purchase | Self | $1,001 - $15,000 | Jan 3, 2020 | 46d | — |
| Nov 18, 2019 | JNJ ↗ | Johnson & Johnson | Purchase | Self | $1,001 - $15,000 | Jan 3, 2020 | 46d | — |
| Oct 22, 2019 | MSFT ↗ | Microsoft Corporation | Sale (Full) | Self | $412.82 | Jan 3, 2020 | 73d | — |
| Sep 11, 2019 | MSFT ↗ | Microsoft Corporation | Sale (Full) | Self | $678.84 | Jan 3, 2020 | 114d | — |
| Sep 11, 2019 | CME ↗ | CME group Inc. - Class a | Sale (Full) | Self | $405.92 | Jan 3, 2020 | 114d | — |
| Oct 17, 2019 | MSFT ↗ | Microsoft Corporation | Sale (Full) | Self | $976.45 | Jan 3, 2020 | 78d | — |
| Jul 25, 2019 | BMY ↗ | Bristol-Myers Squibb Company | Purchase | Self | $1,001 - $15,000 | Sep 5, 2019 | 42d | — |
| Jul 31, 2019 | EIX ↗ | Edison International | Purchase | Self | $1,001 - $15,000 | Sep 5, 2019 | 36d | — |
| May 28, 2019 | EADSY ↗ | airbus group unsponsored aDR | Sale (Full) | Self | $1,001 - $15,000 | Jul 8, 2019 | 41d | — |
| May 28, 2019 | AAGIY ↗ | aIa group, ltd. Sponsored american Depos... | Sale (Full) | Self | $1,001 - $15,000 | Jul 8, 2019 | 41d | — |
| May 24, 2019 | MMM ↗ | 3M Company | Sale (Full) | Self | $1,001 - $15,000 | Jul 8, 2019 | 45d | — |
| Apr 18, 2019 | GILD ↗ | gilead Sciences, Inc. | Sale (Full) | Self | $1,001 - $15,000 | May 15, 2019 | 27d | — |
| Apr 18, 2019 | LLY ↗ | Eli lilly and Company | Sale (Full) | Self | $1,001 - $15,000 | May 15, 2019 | 27d | — |
| Apr 12, 2019 | CVX ↗ | Chevron Corporation | Purchase | Self | $1,001 - $15,000 | May 15, 2019 | 33d | — |
| Apr 16, 2019 | LLDTF ↗ | lloyds Banking group PlC Ordinary Shares | Purchase | Self | $1,001 - $15,000 | May 15, 2019 | 29d | — |
| Apr 1, 2019 | N/A | JMHlY | Sale (Full) | Self | $1,001 - $15,000 | May 15, 2019 | 44d | — |
| Apr 18, 2019 | MRK ↗ | Merck & Company, Inc. Common Stock | Sale (Full) | Self | $1,001 - $15,000 | May 15, 2019 | 27d | — |
| Mar 7, 2019 | UBS ↗ | uBS group ag Registered Ordinary Shares | Sale (Full) | Self | $250,001 - $500,000 | Apr 17, 2019 | 41d | — |