Richard W. Allen
263 trades tracked
| Tx Date | Ticker | Asset | Type | Amount | Disclosed |
|---|---|---|---|---|---|
| Feb 19, 2026 | TSM | Taiwan Semiconductor Manufacturing Co Lt... | Purchase | $1,001 - $15,000 | Mar 12, 2026 |
| Feb 18, 2026 | INTU | Intuit Inc | Sale | $15,001 - $50,000 | Mar 12, 2026 |
| Feb 19, 2026 | INTU | Intuit Inc | Sale | $1,001 - $15,000 | Mar 12, 2026 |
| Feb 19, 2026 | KMI | Kinder Morgan Inc | Purchase | $1,001 - $15,000 | Mar 12, 2026 |
| Jan 26, 2026 | US TREASURY NOTE | Purchase | $100,001 - $250,000 | Feb 18, 2026 | |
| Jan 14, 2026 | PAYX | Paychex Inc | Sale | $15,001 - $50,000 | Feb 18, 2026 |
| Jan 14, 2026 | AWK | American Water Works Company Inc | Sale | $50,001 - $100,000 | Feb 18, 2026 |
| Jan 14, 2026 | SPGI | S&P Global Inc | Purchase | $15,001 - $50,000 | Feb 18, 2026 |
| Dec 12, 2025 | FERG | Ferguson PLC | Purchase | $15,001 - $50,000 | Jan 16, 2026 |
| Dec 12, 2025 | NFLX | Netflix Inc | Sale | $1,001 - $15,000 | Jan 16, 2026 |
| Oct 10, 2025 | CHD | Church & Dwight Co Inc | Sale | $15,001 - $50,000 | Nov 14, 2025 |
| Sep 12, 2025 | ACN | Accenture PLC | Sale | $1,001 - $15,000 | Oct 8, 2025 |
| Aug 19, 2025 | ACN | Accenture PLC | Sale | $1,001 - $15,000 | Sep 15, 2025 |
| Aug 19, 2025 | ATO | Atmos Energy Corp | Purchase | $15,001 - $50,000 | Sep 15, 2025 |
| Jul 10, 2025 | SCHW | Schwab (Charles) Corp | Purchase | $15,001 - $50,000 | Aug 12, 2025 |
| Jun 20, 2025 | INTU | Intuit Inc | Purchase | $1,001 - $15,000 | Jul 16, 2025 |
| May 16, 2025 | TMO | Thermo Fisher Scientific Inc | Sale | $15,001 - $50,000 | Jun 19, 2025 |
| May 16, 2025 | NFLX | Netflix Inc | Purchase | $15,001 - $50,000 | Jun 19, 2025 |
| Apr 11, 2025 | TMO | Thermo Fisher Scientific Inc | Sale | $15,001 - $50,000 | May 16, 2025 |
| Feb 26, 2025 | US Treasury Bill - Due 12/15/26 4.375% -... | Purchase | $50,001 - $100,000 | Mar 12, 2025 | |
| Jan 17, 2025 | AZO | AutoZone Inc | Purchase | $15,001 - $50,000 | Feb 21, 2025 |
| Dec 12, 2024 | ROL | ROLLINS Inc | Purchase | $15,001 - $50,000 | Jan 17, 2025 |
| Oct 9, 2024 | US Treasury Bill 91282CJR3 | Purchase | $100,001 - $250,000 | Nov 14, 2024 | |
| Sep 12, 2024 | SCHW | Schwab (Charles) Corp | Sale | $15,001 - $50,000 | Oct 21, 2024 |
| Sep 12, 2024 | SCHW | Charles Schwab Corporation | Sale (Full) | $15,001 - $50,000 | Oct 18, 2024 |
| Sep 13, 2024 | US Treasury Bill 912797HP5 | Sale (Full) | $100,001 - $250,000 | Oct 18, 2024 | |
| Aug 14, 2024 | DE | DEERE & COMPANY | Sale | $1,001 - $15,000 | Sep 23, 2024 |
| Aug 26, 2024 | US Treasury Bill 912797HP5 | Sale (Full) | $50,001 - $100,000 | Sep 20, 2024 | |
| Jul 16, 2024 | AZO | AutoZone, Inc. Common Stock | Purchase | $15,001 - $50,000 | Aug 8, 2024 |
| Jul 16, 2024 | JNJ | Johnson & Johnson Common Stock | Sale (Full) | $15,001 - $50,000 | Aug 8, 2024 |
| Jun 25, 2024 | US Treasury Bill 912797HP5 | Purchase | $250,001 - $500,000 | Jul 10, 2024 | |
| Jun 13, 2024 | JNJ | Johnson & Johnson | Sale | $15,001 - $50,000 | Jul 10, 2024 |
| Jun 25, 2024 | US Treasury Bill 912797JR9 | Purchase | $250,001 - $500,000 | Jul 10, 2024 | |
| May 20, 2024 | CTAS | Cintas Corp | Purchase | $1,001 - $15,000 | Jun 21, 2024 |
| May 20, 2024 | SBUX | Starbucks Corp | Sale | $15,001 - $50,000 | Jun 21, 2024 |
| Apr 9, 2024 | AMP | Ameriprise Financial, Inc. Common Stock | Purchase | $50,001 - $100,000 | May 14, 2024 |
| Apr 23, 2024 | 91282CFK2 | US Treasury Bill DUE 09/15/25 | Purchase | $15,001 - $50,000 | May 14, 2024 |
| Apr 2, 2024 | 912797KJ5 | US Treasury Bill Due 3/20/2025 | Purchase | $1,001 - $15,000 | May 14, 2024 |
| Jan 17, 2024 | BLK | Blackrock Inc | Sale | $50,001 - $100,000 | Feb 16, 2024 |
| Jan 11, 2024 | US Treasury Bill 912797GD3 | Sale (Full) | $15,001 - $50,000 | Feb 16, 2024 | |
| Jan 11, 2024 | US Treasury Bill 912797LL9 | Sale (Full) | $50,001 - $100,000 | Feb 16, 2024 | |
| Dec 14, 2023 | SCHW | Schwab (Charles) Corp | Purchase | $50,001 - $100,000 | Jan 11, 2024 |
| Dec 21, 2023 | ALB | Albemarle Corp | Sale | $1,001 - $15,000 | Jan 11, 2024 |
| Dec 21, 2023 | NEE | NextEra Energy Inc | Sale | $15,001 - $50,000 | Jan 11, 2024 |
| Dec 14, 2023 | SCHW | Charles Schwab Corporation | Purchase | $50,001 - $100,000 | Jan 11, 2024 |
| Nov 16, 2023 | US Treasury Bill 912797GD3 | Purchase | $15,001 - $50,000 | Dec 19, 2023 | |
| Nov 16, 2023 | US Treasury Bill 912797LL9 | Purchase | $15,001 - $50,000 | Dec 19, 2023 | |
| Nov 16, 2023 | US Treasury Bill 912797FH5 | Purchase | $15,001 - $50,000 | Dec 19, 2023 | |
| Oct 10, 2023 | SCHW | The Charles Schwab Corporation Depositar... | Purchase | $15,001 - $50,000 | Nov 16, 2023 |
| Oct 10, 2023 | Schwab (Charles) Corp | Purchase | $15,001 - $50,000 | Nov 16, 2023 | |
| Oct 3, 2023 | US Treasury Bill 912797GD3 | Purchase | $15,001 - $50,000 | Nov 16, 2023 | |
| Oct 13, 2023 | ATVI | Activision Blizzard Inc | Sale | $15,001 - $50,000 | Nov 16, 2023 |
| Oct 13, 2023 | ATVI | Activision Blizzard Inc | Sale | $1,001 - $15,000 | Nov 16, 2023 |
| Sep 26, 2023 | 91282CDR9 | US TREASURY NOTE DUE 12/31/23 | Purchase | $15,001 - $50,000 | Oct 5, 2023 |
| Sep 26, 2023 | 912797LL9 | US TREASURY NOTE DUE 3/21/24 | Purchase | $50,001 - $100,000 | Oct 5, 2023 |
| Sep 26, 2023 | US TREASURY NOTE | Purchase | $50,001 - $100,000 | Oct 5, 2023 | |
| Aug 31, 2023 | SCHW | The Charles Schwab Corporation Depositar... | Purchase | $15,001 - $50,000 | Sep 8, 2023 |
| Aug 31, 2023 | Schwab (Charles) Corp | Purchase | $15,001 - $50,000 | Sep 8, 2023 | |
| Jan 13, 2022 | SSB | SouthState Corporation | Sale | $50,001 - $100,000 | Aug 10, 2023 |
| May 13, 2021 | SSB | SouthState Corporation | Sale | $15,001 - $50,000 | Aug 10, 2023 |
| Jan 25, 2022 | SBUX | Starbucks Corp | Sale | $1,001 - $15,000 | Aug 10, 2023 |
| Jan 13, 2022 | WM | Waste Management Inc | Purchase | $15,001 - $50,000 | Aug 10, 2023 |
| Mar 14, 2022 | DIS | The Walt Disney Co | Purchase | $15,001 - $50,000 | Aug 10, 2023 |
| Jan 13, 2023 | SSB | SouthState Corporation | Sale | $50,001 - $100,000 | Aug 10, 2023 |
| Mar 9, 2023 | SSB | SouthState Corporation | Sale | $50,001 - $100,000 | Aug 10, 2023 |
| May 5, 2022 | SSB | SouthState Corporation | Sale | $50,001 - $100,000 | Aug 10, 2023 |
| May 10, 2022 | US TREASURY NOTE | Purchase | $100,001 - $250,000 | Aug 10, 2023 | |
| May 10, 2022 | US TREASURY NOTE | Purchase | $15,001 - $50,000 | Aug 10, 2023 | |
| Jan 25, 2022 | DIS | The Walt Disney Co | Sale | $1,001 - $15,000 | Aug 10, 2023 |
| Aug 11, 2022 | DIS | The Walt Disney Co | Sale | $15,001 - $50,000 | Aug 10, 2023 |
| Aug 18, 2022 | AMGN | Amgen Inc | Purchase | $15,001 - $50,000 | Aug 10, 2023 |
| May 4, 2021 | ALB | Albemarle Corp | Purchase | $15,001 - $50,000 | Aug 10, 2023 |
| May 13, 2021 | ACN | Accenture PLC | Purchase | $50,001 - $100,000 | Aug 10, 2023 |
| Mar 14, 2023 | ACN | Accenture PLC | Sale | $50,001 - $100,000 | Aug 10, 2023 |
| Aug 18, 2022 | CB | Chubb Ltd | Purchase | $15,001 - $50,000 | Aug 10, 2023 |
| Oct 4, 2021 | FCX | Freeport-McMoRan Inc | Sale | $1,001 - $15,000 | Aug 10, 2023 |
| Oct 7, 2021 | FCX | Freeport-McMoRan Inc | Sale | $15,001 - $50,000 | Aug 10, 2023 |
| May 4, 2021 | JNJ | Johnson & Johnson | Purchase | $15,001 - $50,000 | Aug 10, 2023 |
| Jul 15, 2021 | PFE | Pfizer Inc | Purchase | $15,001 - $50,000 | Aug 10, 2023 |
| Mar 14, 2023 | PFE | Pfizer Inc | Sale | $15,001 - $50,000 | Aug 10, 2023 |
| Jun 9, 2021 | SSB | SouthState Corporation | Sale | $15,001 - $50,000 | Aug 10, 2023 |
| Mar 10, 2022 | TMO | Thermo Fisher Scientific Inc | Purchase | $15,001 - $50,000 | Aug 10, 2023 |
| Feb 10, 2022 | DIS | The Walt Disney Co | Sale | $15,001 - $50,000 | Aug 10, 2023 |
| Dec 23, 2022 | US TREASURY NOTE | Purchase | $100,001 - $250,000 | Aug 10, 2023 | |
| Sep 16, 2022 | US TREASURY NOTE | Purchase | $100,001 - $250,000 | Aug 10, 2023 | |
| Jul 15, 2021 | PYPL | PayPal Holdings Inc | Purchase | $15,001 - $50,000 | Aug 10, 2023 |
| Oct 22, 2021 | PYPL | PayPal Holdings Inc | Sale | $15,001 - $50,000 | Aug 10, 2023 |
| Sep 28, 2021 | SSB | SouthState Corporation | Sale | $100,001 - $250,000 | Aug 10, 2023 |
| Jan 18, 2022 | SSB | SouthState Corporation | Sale | $50,001 - $100,000 | Aug 10, 2023 |
| Feb 9, 2022 | SSB | SouthState Corporation | Sale | $50,001 - $100,000 | Aug 10, 2023 |
| Feb 16, 2022 | SSB | SouthState Corporation | Sale | $50,001 - $100,000 | Aug 10, 2023 |
| Apr 4, 2022 | SSB | SouthState Corporation | Sale | $50,001 - $100,000 | Aug 10, 2023 |
| Aug 17, 2022 | CB | Chubb Limited | Purchase | $15,001 - $50,000 | Aug 9, 2023 |
| Jul 1, 2020 | CB | Chubb Limited | Purchase | $15,001 - $50,000 | Aug 9, 2023 |
| Nov 15, 2020 | CB | Chubb Limited | Purchase | $15,001 - $50,000 | Aug 9, 2023 |
| Jan 24, 2021 | CHD | Church & Dwight Company, Inc. | Purchase | $15,001 - $50,000 | Aug 9, 2023 |
| Feb 25, 2021 | DE | Deere & Company | Purchase | $1,001 - $15,000 | Aug 9, 2023 |
| Jun 14, 2020 | DOV | Dover Corporation | Purchase | $15,001 - $50,000 | Aug 9, 2023 |
| May 13, 2020 | HD | Home Depot, Inc. | Purchase | $1,001 - $15,000 | Aug 9, 2023 |
| Aug 28, 2019 | RDS.B | Royal Dutch Shell PLC Royal Dutch Shell ... | Purchase | $50,001 - $100,000 | Aug 9, 2023 |
| Nov 15, 2020 | SBUX | Starbucks Corporation | Purchase | $1,001 - $15,000 | Aug 9, 2023 |
| Dec 26, 2019 | SBUX | Starbucks Corporation | Purchase | $1,001 - $15,000 | Aug 9, 2023 |
| Feb 25, 2021 | SBUX | Starbucks Corporation | Purchase | $1,001 - $15,000 | Aug 9, 2023 |
| Nov 29, 2017 | TEL | TE Connectivity Ltd. New Switzerland Reg... | Purchase | $1,001 - $15,000 | Aug 9, 2023 |
| Aug 29, 2019 | 912796SH3 | US T BILL DUE 03/26/20 | Purchase | $50,001 - $100,000 | Aug 9, 2023 |
| Feb 14, 2019 | 912796QV4 | US T BILL DUE 08/15/19 | Purchase | $15,001 - $50,000 | Aug 9, 2023 |
| Aug 20, 2018 | 912796QX0 | US T BILL DUE 02/14/19 | Purchase | $15,001 - $50,000 | Aug 9, 2023 |
| Sep 18, 2022 | 912796U31 | US TREASURY BILL DUE 3/23/23 | Purchase | $100,001 - $250,000 | Aug 9, 2023 |
| Oct 6, 2022 | 912796U31 | US TREASURY BILL DUE 3/23/23 | Purchase | $15,001 - $50,000 | Aug 9, 2023 |
| Dec 7, 2022 | 912796YJ2 | US TREASURY BILL DUE 10/5/23 | Purchase | $15,001 - $50,000 | Aug 9, 2023 |
| Mar 22, 2017 | BBT | BB&T Corporation | Sale (Full) | $1,001 - $15,000 | Aug 9, 2023 |
| Oct 30, 2019 | CAE | CAE Inc. Ordinary Shares | Sale (Full) | $1,001 - $15,000 | Aug 9, 2023 |
| Apr 10, 2019 | CCL | Carnival Corporation | Sale (Full) | $1,001 - $15,000 | Aug 9, 2023 |
| Mar 9, 2021 | CHD | Church & Dwight Company, Inc. | Sale (Full) | $15,001 - $50,000 | Aug 9, 2023 |
| Dec 14, 2020 | D | Dominion Energy, Inc. | Sale (Full) | $15,001 - $50,000 | Aug 9, 2023 |
| Apr 10, 2018 | DOV | Dover Corporation | Sale (Full) | $15,001 - $50,000 | Aug 9, 2023 |
| Nov 1, 2017 | 36966R5P7 | GENERAL ELECTRIC 5.55% DUE 02/15/22 | Sale (Full) | $15,001 - $50,000 | Aug 9, 2023 |
| Oct 6, 2022 | 912796X87 | US TREASURY BILL DUE 12/22/22 | Purchase | $100,001 - $250,000 | Aug 9, 2023 |
| Mar 20, 2022 | 912796U49 | US TREASURY BILL DUE 9/15/22 | Purchase | $100,001 - $250,000 | Aug 9, 2023 |
| May 9, 2022 | 91282CEG2 | US TREASURY NOTE 2.25% 03/24 | Purchase | $100,001 - $250,000 | Aug 9, 2023 |
| Jan 12, 2022 | WM | Waste Management, Inc. | Purchase | $15,001 - $50,000 | Aug 9, 2023 |
| Aug 17, 2022 | AMGN | Amgen Inc. | Purchase | $15,001 - $50,000 | Aug 9, 2023 |
| Sep 9, 2019 | AWK | American Water Works Company, Inc. | Purchase | $15,001 - $50,000 | Aug 9, 2023 |
| Sep 23, 2019 | BLK | BlackRock, Inc. | Purchase | $15,001 - $50,000 | Aug 9, 2023 |
| Apr 8, 2019 | CAE | CAE Inc. Ordinary Shares | Purchase | $1,001 - $15,000 | Aug 9, 2023 |
| Jan 28, 2018 | CCL | Carnival Corporation | Purchase | $1,001 - $15,000 | Aug 9, 2023 |
| May 13, 2020 | DOV | Dover Corporation | Sale (Full) | $15,001 - $50,000 | Aug 9, 2023 |
| May 13, 2020 | DOV | Dover Corporation | Sale (Full) | $15,001 - $50,000 | Aug 9, 2023 |
| Apr 8, 2019 | FDX | FedEx Corporation | Sale (Full) | $1,001 - $15,000 | Aug 9, 2023 |
| Jan 24, 2021 | KMB | Kimberly-Clark Corporation | Sale (Full) | $1,001 - $15,000 | Aug 9, 2023 |
| May 22, 2022 | 912796U49 | US TREASURY BILL DUE 9/15/22 | Purchase | $100,001 - $250,000 | Aug 9, 2023 |
| Sep 15, 2022 | 912796YH6 | US Treasury Bill Due 9/7/23 | Purchase | $15,001 - $50,000 | Aug 9, 2023 |
| Feb 2, 2020 | 912796WX3 | US TREASURY BILL20U S T BILL DUE 07/23/2... | Purchase | $15,001 - $50,000 | Aug 9, 2023 |
| Jul 16, 2023 | US TREASURY BILL24U S T BILL DUE 07/11/2... | Purchase | $15,001 - $50,000 | Aug 9, 2023 | |
| Sep 9, 2019 | COST | Costco Wholesale Corporation | Purchase | $15,001 - $50,000 | Aug 9, 2023 |
| Apr 26, 2017 | COST | Costco Wholesale Corporation | Purchase | $15,001 - $50,000 | Aug 9, 2023 |
| Feb 9, 2021 | DE | Deere & Company | Purchase | $15,001 - $50,000 | Aug 9, 2023 |
| May 14, 2019 | DOV | Dover Corporation | Purchase | $15,001 - $50,000 | Aug 9, 2023 |
| Jun 14, 2021 | DOV | Dover Corporation | Purchase | $15,001 - $50,000 | Aug 9, 2023 |
| Sep 16, 2019 | DOV | Dover Corporation | Purchase | $15,001 - $50,000 | Aug 9, 2023 |
| May 13, 2020 | HD | Home Depot, Inc. | Purchase | $15,001 - $50,000 | Aug 9, 2023 |
| Feb 27, 2020 | INTU | Intuit Inc. | Purchase | $15,001 - $50,000 | Aug 9, 2023 |
| Oct 1, 2019 | JNJ | Johnson & Johnson | Purchase | $1,001 - $15,000 | Aug 9, 2023 |
| Sep 9, 2019 | KMB | Kimberly-Clark Corporation | Purchase | $15,001 - $50,000 | Aug 9, 2023 |
| Aug 28, 2019 | INTU | Intuit Inc. | Purchase | $50,001 - $100,000 | Aug 9, 2023 |
| Aug 18, 2022 | 912796XQ7 | US TREASURY BILL DUE 7/13/23 | Purchase | $15,001 - $50,000 | Aug 9, 2023 |
| May 9, 2022 | 91282CEG2 | US Treasury Note 2.25% Due 3/31/24 | Purchase | $15,001 - $50,000 | Aug 9, 2023 |
| Sep 15, 2022 | 91282CFG1 | US TREASURY NOTE 3.25% 08/24 | Purchase | $100,001 - $250,000 | Aug 9, 2023 |
| Dec 22, 2022 | 91282CFN6 | US TREASURY NOTE 4.25% 09/24 | Purchase | $100,001 - $250,000 | Aug 9, 2023 |
| Mar 24, 2022 | 912796U49 | US TREASURY BILL DUE 9/15/22 | Purchase | $15,001 - $50,000 | Aug 9, 2023 |
| Apr 14, 2020 | PAYX | Paychex, Inc. | Sale (Full) | $15,001 - $50,000 | Aug 9, 2023 |
| Feb 6, 2018 | CI | The Cigna Group | Sale (Full) | $15,001 - $50,000 | Aug 9, 2023 |
| May 13, 2020 | MMM | 3M Company | Sale (Full) | $1,001 - $15,000 | Aug 9, 2023 |
| Apr 26, 2018 | BBT | BB&T Corporation | Sale (Partial) | $15,001 - $50,000 | Aug 9, 2023 |
| May 15, 2017 | GE | General Electric Company | Sale (Full) | $15,001 - $50,000 | Aug 9, 2023 |
| Oct 16, 2019 | INTU | Intuit Inc. | Sale (Full) | $50,001 - $100,000 | Aug 9, 2023 |
| Jan 24, 2021 | KMB | Kimberly-Clark Corporation | Sale (Full) | $15,001 - $50,000 | Aug 9, 2023 |
| Oct 16, 2019 | MAR | Marriott International - Class A | Sale (Full) | $15,001 - $50,000 | Aug 9, 2023 |
| Mar 9, 2021 | MRK | Merck & Company, Inc. Common Stock | Sale (Full) | $15,001 - $50,000 | Aug 9, 2023 |
| Nov 29, 2017 | MRK | Merck & Company, Inc. Common Stock | Sale (Full) | $1,001 - $15,000 | Aug 9, 2023 |
| Apr 14, 2020 | PSX | Phillips 66 | Sale (Full) | $15,001 - $50,000 | Aug 9, 2023 |
| Jan 28, 2018 | PG | Procter & Gamble Company | Sale (Full) | $1,001 - $15,000 | Aug 9, 2023 |
| Feb 12, 2017 | O | Realty Income Corporation | Sale (Full) | $15,001 - $50,000 | Aug 9, 2023 |
| Feb 20, 2020 | RDS.B | Royal Dutch Shell PLC Royal Dutch Shell ... | Sale (Full) | $15,001 - $50,000 | Aug 9, 2023 |
| Jul 1, 2020 | SBUX | Starbucks Corporation | Sale (Full) | $1,001 - $15,000 | Aug 9, 2023 |
| Apr 14, 2020 | TFC | Truist Financial Corporation | Sale (Full) | $15,001 - $50,000 | Aug 9, 2023 |
| Aug 26, 2019 | PAYX | Paychex, Inc. | Purchase | $15,001 - $50,000 | Aug 9, 2023 |
| Sep 9, 2019 | SHW | Sherwin-Williams Company | Purchase | $50,001 - $100,000 | Aug 9, 2023 |
| Nov 15, 2020 | ABBV | AbbVie Inc. | Purchase | $15,001 - $50,000 | Aug 9, 2023 |
| Oct 6, 2022 | 912796YJ2 | US TREASURY BILL DUE 10/5/23 | Purchase | $15,001 - $50,000 | Aug 9, 2023 |
| Aug 17, 2022 | 912796XQ7 | US TREASURY BILL DUE 7/13/23 | Purchase | $100,001 - $250,000 | Aug 9, 2023 |
| May 13, 2020 | MMM | 3M Company | Sale (Full) | $15,001 - $50,000 | Aug 9, 2023 |
| Feb 27, 2020 | SBUX | Starbucks Corporation | Purchase | $15,001 - $50,000 | Aug 9, 2023 |
| Jan 24, 2018 | WMT | Walmart Inc. | Purchase | $1,001 - $15,000 | Aug 9, 2023 |
| May 16, 2019 | MMM | 3M Company | Sale (Full) | $1,001 - $15,000 | Aug 9, 2023 |
| Mar 22, 2017 | BBT | BB&T Corporation | Sale (Partial) | $15,001 - $50,000 | Aug 9, 2023 |
| Jun 6, 2018 | BAYZF | Bayer AG Ordinary Shares | Sale (Full) | $1,001 - $15,000 | Aug 9, 2023 |
| Jun 18, 2019 | BBT | BB&T Corporation | Sale (Partial) | $15,001 - $50,000 | Aug 9, 2023 |
| Jan 24, 2022 | PSDTX | Putnam Ultra Short Duration Income A | Sale (Full) | $50,001 - $100,000 | Aug 9, 2023 |
| Jan 24, 2022 | SBUX | Starbucks Corporation | Sale (Full) | $1,001 - $15,000 | Aug 9, 2023 |
| Nov 19, 2018 | TEL | TE Connectivity Ltd. New Switzerland Reg... | Sale (Full) | $1,001 - $15,000 | Aug 9, 2023 |
| Jan 24, 2019 | UTX | United Technologies Corporation | Sale (Full) | $1,001 - $15,000 | Aug 9, 2023 |
| Apr 11, 2021 | TMO | Thermo Fisher Scientific Inc | Sale (Partial) | $15,001 - $50,000 | Aug 9, 2023 |
| Feb 9, 2021 | VZ | Verizon Communications Inc. | Sale (Full) | $1,001 - $15,000 | Aug 9, 2023 |
| Jan 25, 2021 | VZ | Verizon Communications Inc. | Sale (Full) | $50,001 - $100,000 | Aug 9, 2023 |
| May 22, 2018 | WMT | Walmart Inc. | Sale (Full) | $1,001 - $15,000 | Aug 9, 2023 |
| Sep 24, 2020 | NEE | NextEra Energy, Inc. | Purchase | $15,001 - $50,000 | Aug 9, 2023 |
| May 15, 2017 | FDX | FedEx Corporation | Purchase | $1,001 - $15,000 | Aug 9, 2023 |
| Aug 21, 2019 | MMM | 3M Company | Purchase | $15,001 - $50,000 | Aug 9, 2023 |
| Jun 18, 2019 | MMM | 3M Company | Purchase | $15,001 - $50,000 | Aug 9, 2023 |
| Sep 26, 2019 | ABT | Abbott Laboratories | Purchase | $15,001 - $50,000 | Aug 9, 2023 |
| May 11, 2020 | ABBV | AbbVie Inc. | Purchase | $15,001 - $50,000 | Aug 9, 2023 |
| Sep 12, 2019 | ABT | Abbott Laboratories | Purchase | $15,001 - $50,000 | Aug 9, 2023 |
| May 3, 2021 | ALB | Albemarle Corporation | Purchase | $15,001 - $50,000 | Aug 9, 2023 |
| Feb 9, 2021 | ALB | Albemarle Corporation | Purchase | $1,001 - $15,000 | Aug 9, 2023 |
| Feb 27, 2020 | GOOGL | Alphabet Inc. - Class A | Purchase | $15,001 - $50,000 | Aug 9, 2023 |
| Dec 26, 2019 | GOOGL | Alphabet Inc. - Class A | Purchase | $15,001 - $50,000 | Aug 9, 2023 |
| Sep 9, 2019 | AMZN | Amazon.com, Inc. | Purchase | $15,001 - $50,000 | Aug 9, 2023 |
| Aug 28, 2019 | AMGN | Amgen Inc. | Purchase | $15,001 - $50,000 | Aug 9, 2023 |
| Sep 26, 2019 | AMGN | Amgen Inc. | Purchase | $15,001 - $50,000 | Aug 9, 2023 |
| Jun 6, 2019 | KMB | Kimberly-Clark Corporation | Purchase | $1,001 - $15,000 | Aug 9, 2023 |
| Aug 21, 2019 | MAR | Marriott International - Class A | Purchase | $15,001 - $50,000 | Aug 9, 2023 |
| May 13, 2020 | MAR | Marriott International - Class A | Purchase | $15,001 - $50,000 | Aug 9, 2023 |
| Jul 1, 2020 | MRK | Merck & Company, Inc. Common Stock | Purchase | $15,001 - $50,000 | Aug 9, 2023 |
| Aug 26, 2019 | MSFT | Microsoft Corporation | Purchase | $15,001 - $50,000 | Aug 9, 2023 |
| Feb 2, 2017 | MONSANTO | Purchase | $1,001 - $15,000 | Aug 9, 2023 | |
| Apr 16, 2020 | NEE | NextEra Energy, Inc. | Purchase | $15,001 - $50,000 | Aug 9, 2023 |
| Mar 9, 2021 | NEE | NextEra Energy, Inc. | Purchase | $1,001 - $15,000 | Aug 9, 2023 |
| May 22, 2018 | PAYX | Paychex, Inc. | Purchase | $1,001 - $15,000 | Aug 9, 2023 |
| Feb 20, 2020 | PSX | Phillips 66 | Purchase | $15,001 - $50,000 | Aug 9, 2023 |
| Apr 16, 2020 | PG | Procter & Gamble Company | Purchase | $15,001 - $50,000 | Aug 9, 2023 |
| Aug 28, 2019 | VZ | Verizon Communications Inc. | Purchase | $50,001 - $100,000 | Aug 9, 2023 |
| Aug 21, 2019 | WMT | Walmart Inc. | Purchase | $15,001 - $50,000 | Aug 9, 2023 |
| Jun 27, 2018 | WMT | Walmart Inc. | Purchase | $1,001 - $15,000 | Aug 9, 2023 |
| May 18, 2023 | Schwab (Charles) Corp | Purchase | $15,001 - $50,000 | Jun 2, 2023 | |
| Mar 27, 2023 | SSB | SouthState Corporation | Sale | $100,001 - $250,000 | Jun 2, 2023 |
| Apr 20, 2023 | ATVI | Activision Blizzard Inc | Purchase | $1,001 - $15,000 | Jun 2, 2023 |
| Mar 26, 2023 | SSB | SouthState Corporation | Sale (Full) | $100,001 - $250,000 | Jun 1, 2023 |
| May 17, 2023 | SCHW | The Charles Schwab Corporation Depositar... | Purchase | $15,001 - $50,000 | Jun 1, 2023 |
| Aug 15, 2022 | DIS | Walt Disney Company | Sale (Full) | $15,001 - $50,000 | Sep 10, 2022 |
| Feb 10, 2022 | ATVI | Activision Blizzard | Purchase | $1,001 - $15,000 | Mar 9, 2022 |
| Feb 10, 2022 | ATVI | Activision Blizzard | Purchase | $1,001 - $15,000 | Mar 9, 2022 |
| Jan 25, 2022 | DIS | Walt Disney Company | Sale (Full) | $1,001 - $15,000 | Feb 13, 2022 |
| Jan 25, 2022 | SBUX | Starbucks Corporation | Sale (Full) | $15,001 - $50,000 | Feb 13, 2022 |
| Jan 25, 2022 | PSDTX | Putnam Ultra Short Duration Income A | Sale (Full) | $50,001 - $100,000 | Feb 13, 2022 |
| Oct 4, 2021 | FCX | Freeport-McMoRan Inc | Sale (Full) | $1,001 - $15,000 | Nov 10, 2021 |
| Oct 22, 2021 | PYPL | Paypal Holdings Inc | Sale (Full) | $1,001 - $15,000 | Nov 10, 2021 |
| Feb 20, 2020 | WMT | Walmart Inc | Purchase | $1,001 - $15,000 | Nov 8, 2021 |
| Jun 15, 2021 | DOV | Dover Corporation | Purchase | $15,001 - $50,000 | Nov 8, 2021 |
| May 14, 2020 | HD | Home Depot Inc | Purchase | $1,001 - $15,000 | Nov 8, 2021 |
| May 14, 2020 | MMM | 3M Company | Sale (Full) | $1,001 - $15,000 | Nov 8, 2021 |
| Apr 15, 2020 | TFC | Truist Financial Corporation | Sale (Full) | $15,001 - $50,000 | Nov 8, 2021 |
| Dec 27, 2019 | TSS | Total System Services Inc | Sale (Full) | $15,001 - $50,000 | Nov 8, 2021 |
| Dec 27, 2019 | UTX | United Technologies Corporation | Sale (Full) | $1,001 - $15,000 | Nov 8, 2021 |
| Jun 16, 2020 | DOV | Dover Corporation | Purchase | $15,001 - $50,000 | Oct 20, 2021 |
| May 13, 2021 | ACN | Accenture plc Class A ordinary | Purchase | $50,001 - $100,000 | Jun 12, 2021 |
| May 4, 2021 | ALB | Albemarle Corporation | Purchase | $15,001 - $50,000 | Jun 12, 2021 |
| May 13, 2021 | SSB | South State Corporation | Sale (Full) | $15,001 - $50,000 | Jun 12, 2021 |
| May 4, 2021 | JNJ | Johnson & Johnson | Purchase | $15,001 - $50,000 | Jun 12, 2021 |
| Apr 12, 2021 | TMO | Thermo Fisher Scientific Inc | Sale (Partial) | $15,001 - $50,000 | May 9, 2021 |
| Mar 10, 2021 | MRK | Merck & Company, Inc. Common Stock | Sale (Full) | $15,001 - $50,000 | Apr 6, 2021 |
| Mar 10, 2021 | TMO | Thermo Fisher Scientific Inc | Purchase | $15,001 - $50,000 | Apr 6, 2021 |
| Mar 10, 2021 | DIS | Walt Disney Company | Purchase | $15,001 - $50,000 | Apr 6, 2021 |
| Mar 10, 2021 | CHD | Church & Dwight Company, Inc. | Sale (Full) | $15,001 - $50,000 | Apr 6, 2021 |
| Mar 10, 2021 | NEE | NextEra Energy, Inc. | Purchase | $1,001 - $15,000 | Apr 6, 2021 |
| Feb 18, 2021 | SSB | South State Corp | Purchase | $15,001 - $50,000 | Mar 14, 2021 |
| Feb 10, 2021 | FCX | Freeport-McMoRan Inc | Purchase | $15,001 - $50,000 | Mar 14, 2021 |
| Feb 26, 2021 | DE | Deere & Company | Purchase | $1,001 - $15,000 | Mar 14, 2021 |
| Feb 26, 2021 | FCX | Freeport-McMoRan Inc | Purchase | $1,001 - $15,000 | Mar 14, 2021 |
| Feb 10, 2021 | PYPL | Paypal holdings inc | Purchase | $1,001 - $15,000 | Mar 14, 2021 |
| Feb 10, 2021 | DE | Deere & Company | Purchase | $15,001 - $50,000 | Mar 14, 2021 |
| Feb 10, 2021 | SSB | South State Corp | Purchase | $15,001 - $50,000 | Mar 14, 2021 |
| Feb 26, 2021 | SBUX | Starbucks Corp | Purchase | $1,001 - $15,000 | Mar 14, 2021 |
| Feb 10, 2021 | VZ | Verizon Communications | Sale (Full) | $1,001 - $15,000 | Mar 14, 2021 |
| Feb 10, 2021 | ALB | Albemarle Corp | Purchase | $1,001 - $15,000 | Mar 14, 2021 |
| Dec 15, 2020 | D | Dominion Energy Inc | Sale (Full) | $15,001 - $50,000 | Jan 13, 2021 |
| Sep 25, 2020 | NEE | NextEra Energy, Inc. | Purchase | $15,001 - $50,000 | Oct 6, 2020 |
| Jul 2, 2020 | MRK | Merck & Company, Inc. Common Stock | Purchase | $15,001 - $50,000 | Aug 18, 2020 |
| Jul 2, 2020 | CB | Chubb Limited | Purchase | $15,001 - $50,000 | Aug 18, 2020 |
| Jul 2, 2020 | SBUX | Starbucks Corporation | Sale (Full) | $1,001 - $15,000 | Aug 18, 2020 |
| Feb 21, 2020 | RDS.B | Royal Dutch Shell PlC Royal Dutch Shell ... | Sale (Full) | $15,001 - $50,000 | Jul 20, 2020 |
| Feb 28, 2020 | GOOGL | Alphabet Inc. - Class A | Purchase | $1,001 - $15,000 | Jul 20, 2020 |
| Feb 21, 2020 | SSB | South State Corporation | Sale (Full) | $50,001 - $100,000 | Jul 20, 2020 |