Robert J. Wittman
house Republican VA
W000804
235 trades tracked · 1 spouse · 26 late filings · avg lag 38.7d
Official site ↗Committees
- House Committee on Natural Resources
- House Committee on Armed Services
- House Committee on Natural Resources — Energy and Mineral Resources
- House Committee on Natural Resources — Water, Wildlife and Fisheries
- House Select Committee on the Strategic Competition Between the United States and the Chinese Communist Party
- House Committee on Armed Services — Tactical Air and Land Forces
- House Committee on Armed Services — Seapower and Projection Forces
Est. volume
$2,100,500
Middle of the reported range
Buys / Sells
116 / 115
Spouse share
0.4%
Late (>45d)
26
| Tx Date | Ticker | Asset | Type | Owner | Amount | Disclosed | Lag | Return |
|---|---|---|---|---|---|---|---|---|
| Jun 30, 2026 | CCI ↗ | Crown Castle Inc. Common Stock | Sale (Full) | Self | $1,001 - $15,000 | Jul 10, 2026 | 10d | — |
| Jun 29, 2026 | CCI ↗ | Crown Castle Inc. Common Stock | Sale (Full) | Self | $1,001 - $15,000 | Jul 10, 2026 | 11d | — |
| Jun 30, 2026 | CCI ↗ | Crown Castle International Corp | Sale | Self | $1,001 - $15,000 | Jul 10, 2026 | 10d | — |
| Sep 28, 2023 | PLD ↗ | ProLogis, Inc. (PLD) | Sale (Full) | Self | $1,001 - $15,000 | Oct 19, 2023 | 21d | — |
| Sep 28, 2023 | MSFT ↗ | Microsoft Corporation (MSFT) | Sale (Full) | Self | $1,001 - $15,000 | Oct 19, 2023 | 21d | — |
| Sep 28, 2023 | KMI ↗ | Kinder Morgan, Inc. (KMI) | Sale (Full) | Self | $1,001 - $15,000 | Oct 19, 2023 | 21d | — |
| Sep 28, 2023 | JPM ↗ | JP Morgan Chase & Co. (JPM) | Sale (Full) | Self | $1,001 - $15,000 | Oct 19, 2023 | 21d | — |
| Sep 28, 2023 | ABBV ↗ | AbbVie Inc. (ABBV) | Sale (Full) | Self | $1,001 - $15,000 | Oct 19, 2023 | 21d | — |
| Sep 28, 2023 | AAPL ↗ | Apple Inc. (AAPL) | Sale (Full) | Self | $1,001 - $15,000 | Oct 19, 2023 | 21d | — |
| Sep 7, 2023 | AMT ↗ | American Tower Corporation (AMT) | Purchase | Self | $1,001 - $15,000 | Oct 19, 2023 | 42d | — |
| Sep 28, 2023 | GOOG ↗ | Alphabet Inc. - Class C Capital Stock (G... | Sale (Full) | Self | $1,001 - $15,000 | Oct 19, 2023 | 21d | — |
| Sep 28, 2023 | AMZN ↗ | Amazon.com, Inc. (AMZN) | Sale (Full) | Self | $1,001 - $15,000 | Oct 19, 2023 | 21d | — |
| Sep 28, 2023 | CAT ↗ | Caterpillar, Inc. (CAT) | Sale (Full) | Self | $1,001 - $15,000 | Oct 19, 2023 | 21d | — |
| Sep 28, 2023 | EOG ↗ | EOG Resources, Inc. (EOG) | Sale (Full) | Self | $1,001 - $15,000 | Oct 19, 2023 | 21d | — |
| Sep 15, 2023 | FIS ↗ | Fidelity National Information Services, ... | Sale (Full) | Self | $1,001 - $15,000 | Oct 19, 2023 | 34d | — |
| Sep 28, 2023 | HIG ↗ | Hartford Financial Services Group, Inc. ... | Sale (Full) | Self | $1,001 - $15,000 | Oct 19, 2023 | 21d | — |
| Sep 15, 2023 | IFF ↗ | International Flavors & Fragrances, Inc.... | Sale (Full) | Self | $1,001 - $15,000 | Oct 19, 2023 | 34d | — |
| Sep 28, 2023 | WMT ↗ | Walmart Inc. (WMT) | Sale (Full) | Self | $1,001 - $15,000 | Oct 19, 2023 | 21d | — |
| Sep 28, 2023 | UNH ↗ | UnitedHealth Group Incorporated Common S... | Sale (Full) | Self | $1,001 - $15,000 | Oct 19, 2023 | 21d | — |
| Jul 31, 2023 | KMB ↗ | Kimberly-Clark Corporation | Sale (Full) | Self | $1,001 - $15,000 | Sep 30, 2023 | 61d | — |
| Jul 21, 2023 | DG ↗ | Dollar General Corporation | Sale (Full) | Self | $1,001 - $15,000 | Sep 30, 2023 | 71d | — |
| Jun 13, 2023 | CB ↗ | Chubb Limited | Sale (Full) | Self | $1,001 - $15,000 | Sep 30, 2023 | 109d | — |
| Jun 13, 2023 | AVGO ↗ | Broadcom Inc. | Sale (Partial) | Self | $1,001 - $15,000 | Sep 30, 2023 | 109d | — |
| Apr 21, 2023 | ACN ↗ | Accenture plc Class A Ordinary Shares | Sale (Partial) | Self | $1,001 - $15,000 | Sep 30, 2023 | 162d | — |
| Jun 13, 2023 | SPGI ↗ | S&P Global Inc. | Purchase | Self | $1,001 - $15,000 | Sep 30, 2023 | 109d | — |
| Jul 31, 2023 | PG ↗ | Procter & Gamble Company | Purchase | Self | $1,001 - $15,000 | Sep 30, 2023 | 61d | — |
| Jul 21, 2023 | ZTS ↗ | Zoetis Inc. Class A | Purchase | Self | $1,001 - $15,000 | Sep 30, 2023 | 71d | — |
| Jul 27, 2023 | UNP ↗ | Union Pacific Corporation | Sale (Partial) | Self | $1,001 - $15,000 | Sep 30, 2023 | 65d | — |
| Aug 17, 2023 | PSX ↗ | Phillips 66 | Sale (Full) | Self | $1,001 - $15,000 | Sep 30, 2023 | 44d | — |
| Feb 27, 2022 | PDM ↗ | Piedmont Office Realty Trust, Inc. Class... | Sale (Partial) | Self | $1,001 - $15,000 | Aug 13, 2023 | 532d | — |
| Dec 7, 2022 | MA ↗ | Mastercard Incorporated | Purchase | Self | $1,001 - $15,000 | Aug 13, 2023 | 249d | — |
| Oct 8, 2022 | ACN ↗ | Accenture plc Class A Ordinary Shares | Purchase | Self | $1,001 - $15,000 | Aug 13, 2023 | 309d | — |
| Jul 15, 2022 | TJX ↗ | TJX Companies, Inc. | Purchase | Self | $1,001 - $15,000 | Aug 13, 2023 | 394d | — |
| May 30, 2023 | JPM ↗ | JP Morgan Chase & Co. | Purchase | Self | $1,001 - $15,000 | Jun 9, 2023 | 10d | — |
| May 30, 2023 | JPM ↗ | JPMorgan Chase & Co | Purchase | Self | $1,001 - $15,000 | Jun 9, 2023 | 10d | — |
| Apr 20, 2023 | CSCO ↗ | Cisco Systems, Inc. | Sale (Full) | Self | $1,001 - $15,000 | May 7, 2023 | 17d | — |
| Apr 20, 2023 | XOM ↗ | Exxon Mobil Corporation | Purchase | Self | $1,001 - $15,000 | May 7, 2023 | 17d | — |
| Feb 3, 2023 | N/A | Global X MSCI Norway ETF | Sale (Full) | Self | $1,001 - $15,000 | Mar 5, 2023 | 30d | — |
| Feb 3, 2023 | N/A | Vaneck Morningstar Intl Moat ETF | Purchase | Self | $1,001 - $15,000 | Mar 5, 2023 | 30d | — |
| Feb 3, 2023 | N/A | SPDR Bloomberg Short Term HI | Sale (Full) | Self | $1,001 - $15,000 | Mar 5, 2023 | 30d | — |
| Feb 3, 2023 | MSFT ↗ | Microsoft Corporation | Sale (Partial) | Self | $1,001 - $15,000 | Mar 5, 2023 | 30d | — |
| Feb 3, 2023 | N/A | Ishares US Technology ETF | Sale (Partial) | Self | $1,001 - $15,000 | Mar 5, 2023 | 30d | — |
| Feb 3, 2023 | N/A | Ishares US Pharmaceuticals ETF | Purchase | Self | $1,001 - $15,000 | Mar 5, 2023 | 30d | — |
| Feb 3, 2023 | N/A | Ishares MSCI Euro Financial | Purchase | Self | $1,001 - $15,000 | Mar 5, 2023 | 30d | — |
| Jan 17, 2023 | N/A | Vanguard Total Bond Market | Sale (Full) | Self | $15,001 - $50,000 | Feb 15, 2023 | 29d | — |
| Jan 4, 2023 | N/A | Virtus Vontobel Foreign Opp | Sale (Full) | Self | $15,001 - $50,000 | Feb 15, 2023 | 42d | — |
| Jan 17, 2023 | N/A | Vanguard Total Intl Bond ETF | Sale (Full) | Self | $15,001 - $50,000 | Feb 15, 2023 | 29d | — |
| Jan 4, 2023 | N/A | Harding Loevner Intl Eqty Inst | Purchase | Self | $15,001 - $50,000 | Feb 15, 2023 | 42d | — |
| Jan 20, 2023 | N/A | Harding Loevner Intl Eqty Inst | Purchase | Self | $1,001 - $15,000 | Feb 15, 2023 | 26d | — |
| Jan 3, 2023 | ELV ↗ | Elevance Health, Inc. | Sale (Partial) | Self | $1,001 - $15,000 | Feb 15, 2023 | 43d | — |
| Jan 20, 2023 | BAX ↗ | Baxter International Inc. | Sale (Full) | Self | $1,001 - $15,000 | Feb 15, 2023 | 26d | — |
| Jan 17, 2023 | N/A | AB Global Bond Adv | Purchase | Self | $15,001 - $50,000 | Feb 15, 2023 | 29d | — |
| Jan 17, 2023 | N/A | Metropolitan West Tot Ret Bd I | Purchase | Self | $15,001 - $50,000 | Feb 15, 2023 | 29d | — |
| Jan 4, 2023 | N/A | Ishares Edge MSCI Min Vol USA | Sale (Partial) | Self | $1,001 - $15,000 | Feb 15, 2023 | 42d | — |
| Dec 14, 2022 | N/A | AB Global Bond Adv | Sale (Partial) | Self | $1,001 - $15,000 | Jan 5, 2023 | 22d | — |
| Dec 14, 2022 | N/A | Metropolitan West Tot Ret Bd I | Sale (Partial) | Self | $1,001 - $15,000 | Jan 5, 2023 | 22d | — |
| Dec 14, 2022 | N/A | Vanguard Total Bond Market ETF | Purchase | Self | $1,001 - $15,000 | Jan 5, 2023 | 22d | — |
| Dec 7, 2022 | CMCSA ↗ | Comcast Corporation - Class A | Purchase | Self | $1,001 - $15,000 | Jan 5, 2023 | 29d | — |
| Dec 21, 2022 | N/A | Vanguard Total Bond Market ETF | Purchase | Self | $1,001 - $15,000 | Jan 5, 2023 | 15d | — |
| Dec 14, 2022 | N/A | Vanguard Total Intl Bond ETF | Purchase | Self | $1,001 - $15,000 | Jan 5, 2023 | 22d | — |
| Dec 7, 2023 | MA ↗ | Mastercard Incorporated | Purchase | Self | $1,001 - $15,000 | Jan 5, 2023 | -336d | — |
| Dec 21, 2022 | DG ↗ | Dollar General Corporation | Purchase | Self | $1,001 - $15,000 | Jan 5, 2023 | 15d | — |
| Dec 21, 2022 | MCD ↗ | McDonald's Corporation | Sale (Partial) | Self | $1,001 - $15,000 | Jan 5, 2023 | 15d | — |
| Dec 21, 2022 | N/A | Vanguard Total Inl Bond ETF | Purchase | Self | $1,001 - $15,000 | Jan 5, 2023 | 15d | — |
| Nov 17, 2022 | N/A | iShares MSCI EAFE Val ETF | Purchase | Self | $1,001 - $15,000 | Dec 8, 2022 | 21d | — |
| Nov 11, 2022 | N/A | Ishares US Technology ETF | Sale (Partial) | Self | $1,001 - $15,000 | Dec 8, 2022 | 27d | — |
| Nov 18, 2022 | N/A | MSIF Growth I | Sale (Full) | Self | $1,001 - $15,000 | Dec 8, 2022 | 20d | — |
| Nov 17, 2022 | N/A | iShares Core S&P Small Cap E | Purchase | Self | $1,001 - $15,000 | Dec 8, 2022 | 21d | — |
| Nov 17, 2022 | N/A | iShares 10+ Year Investment | Purchase | Self | $1,001 - $15,000 | Dec 8, 2022 | 21d | — |
| Nov 17, 2022 | N/A | Ishares 20+yr Treasu Bond ETF | Sale (Full) | Self | $1,001 - $15,000 | Dec 8, 2022 | 21d | — |
| Nov 17, 2022 | N/A | Invesco QQQ Trust Series 1 | Sale (Partial) | Self | $1,001 - $15,000 | Dec 8, 2022 | 21d | — |
| Nov 17, 2022 | N/A | ISHA Curr Hedged MSCI EAFE | Sale (Full) | Self | $1,001 - $15,000 | Dec 8, 2022 | 21d | — |
| Nov 17, 2022 | AAPL ↗ | Apple Inc. | Purchase | Self | $1,001 - $15,000 | Dec 8, 2022 | 21d | — |
| Nov 18, 2022 | AMZN ↗ | Amazon.com, Inc. | Purchase | Self | $1,001 - $15,000 | Dec 8, 2022 | 20d | — |
| Nov 17, 2022 | N/A | Franklin FTSE Japan ETF | Purchase | Self | $1,001 - $15,000 | Dec 8, 2022 | 21d | — |
| Nov 17, 2022 | N/A | Invesco KBW Bank ETF | Purchase | Self | $1,001 - $15,000 | Dec 8, 2022 | 21d | — |
| Sep 15, 2022 | CMCSA ↗ | Comcast Corporation - Class A | Sale (Full) | Self | $1,001 - $15,000 | Oct 5, 2022 | 20d | — |
| Sep 27, 2022 | N/A | Energy Sel Sect SPDR FD | Purchase | Self | $1,001 - $15,000 | Oct 5, 2022 | 8d | — |
| Sep 27, 2022 | N/A | Franklin FTSE UK ETF | Sale (Full) | Self | $1,001 - $15,000 | Oct 5, 2022 | 8d | — |
| Sep 15, 2022 | MA ↗ | Mastercard Incorporated | Sale (Partial) | Self | $1,001 - $15,000 | Oct 5, 2022 | 20d | — |
| Sep 27, 2021 | N/A | Global X US INF DEV ETF | Sale (Full) | Self | $1,001 - $15,000 | Oct 5, 2022 | 373d | — |
| Sep 27, 2022 | N/A | Ishares 0-5 HY Corp | Purchase | Self | $1,001 - $15,000 | Oct 5, 2022 | 8d | — |
| Sep 15, 2022 | IFF ↗ | International Flavors & Fragrances, Inc. | Sale (Partial) | Self | $1,001 - $15,000 | Oct 5, 2022 | 20d | — |
| Sep 27, 2022 | N/A | Ishares Core MSCI EAFE ETF | Sale (Partial) | Self | $1,001 - $15,000 | Oct 5, 2022 | 8d | — |
| Sep 15, 2022 | N/A | SPDR S&P 500 ETF Trust | Purchase | Self | $1,001 - $15,000 | Oct 5, 2022 | 20d | — |
| Sep 27, 2022 | N/A | Ishares US Technology ETF | Sale (Partial) | Self | $1,001 - $15,000 | Oct 5, 2022 | 8d | — |
| Sep 27, 2022 | N/A | JPM Nasdaq Equity Premium | Purchase | Self | $1,001 - $15,000 | Oct 5, 2022 | 8d | — |
| Sep 27, 2022 | WRK ↗ | Westrock Company | Sale (Full) | Self | $1,001 - $15,000 | Oct 5, 2022 | 8d | — |
| Aug 10, 2022 | AMZN ↗ | Amazon.com, Inc. | Purchase | Self | $1,001 - $15,000 | Sep 10, 2022 | 31d | — |
| Aug 10, 2022 | MSFT ↗ | Microsoft Corporation | Purchase | Self | $1,001 - $15,000 | Sep 10, 2022 | 31d | — |
| Aug 30, 2022 | N/A | Virtus Vontobel Foreign Opp | Purchase | Self | $1,001 - $15,000 | Sep 10, 2022 | 11d | — |
| Aug 10, 2022 | GOOG ↗ | Alphabet Inc. - Class C Capital Stock | Purchase | Self | $1,001 - $15,000 | Sep 10, 2022 | 31d | — |
| Aug 10, 2022 | N/A | iShares US Technology ETF | Purchase | Self | $1,001 - $15,000 | Sep 10, 2022 | 31d | — |
| Aug 16, 2022 | N/A | iShares US Technology ETF | Sale (Partial) | Self | $1,001 - $15,000 | Sep 10, 2022 | 25d | — |
| Aug 16, 2022 | N/A | Goldman Activebeta US LC ETF | Sale (Partial) | Self | $1,001 - $15,000 | Sep 10, 2022 | 25d | — |
| Aug 10, 2022 | N/A | SPDR Blackstone Senior Loan | Sale (Full) | Self | $1,001 - $15,000 | Sep 10, 2022 | 31d | — |
| Jul 15, 2022 | BAX ↗ | Baxter International Inc. | Purchase | Self | $1,001 - $15,000 | Aug 10, 2022 | 26d | — |
| Jul 15, 2022 | WMT ↗ | Walmart Inc. | Purchase | Self | $1,001 - $15,000 | Aug 10, 2022 | 26d | — |
| Jul 15, 2022 | ABT ↗ | Abbott Laboratories | Purchase | Self | $1,001 - $15,000 | Aug 10, 2022 | 26d | — |
| Jun 16, 2022 | AMZN ↗ | Amazon.com, Inc. | Purchase | Self | $1,001 - $15,000 | Jul 8, 2022 | 22d | — |
| Jun 16, 2022 | ABT ↗ | Abbott Laboratories | Sale (Partial) | Self | $1,001 - $15,000 | Jul 8, 2022 | 22d | — |
| Jun 16, 2022 | ABBV ↗ | AbbVie Inc. | Purchase | Self | $1,001 - $15,000 | Jul 8, 2022 | 22d | — |
| Jun 16, 2022 | WMT ↗ | Walmart Inc. | Sale (Partial) | Self | $1,001 - $15,000 | Jul 8, 2022 | 22d | — |
| Jun 16, 2022 | WMT ↗ | Walmart Inc. | Purchase | Self | $1,001 - $15,000 | Jul 8, 2022 | 22d | — |
| Jun 16, 2022 | TJX ↗ | TJX Companies, Inc. | Sale (Partial) | Self | $1,001 - $15,000 | Jul 8, 2022 | 22d | — |
| Jun 16, 2022 | IWB ↗ | iShares Russell 1000 ETF | Purchase | Self | $1,001 - $15,000 | Jul 8, 2022 | 22d | — |
| Jun 16, 2022 | SPY ↗ | SPDR S&P 500 | Sale (Partial) | Self | $1,001 - $15,000 | Jul 8, 2022 | 22d | — |
| Jun 16, 2022 | IVV ↗ | iShares Core S&P 500 ETF | Sale (Full) | Self | $1,001 - $15,000 | Jul 8, 2022 | 22d | — |
| Jun 16, 2022 | TLH ↗ | iShares 10-20 Year Treasury Bond ETF | Purchase | Self | $1,001 - $15,000 | Jul 8, 2022 | 22d | — |
| Jun 16, 2022 | SHYG ↗ | iShares 0-5 Year High Yield Corporate Bo... | Purchase | Self | $1,001 - $15,000 | Jul 8, 2022 | 22d | — |
| Jun 16, 2022 | GE ↗ | General Electric Company | Sale (Full) | Self | $1,001 - $15,000 | Jul 8, 2022 | 22d | — |
| Jun 16, 2022 | FIXD ↗ | First Trust TCW Opportunistic Fixed Inco... | Sale (Full) | Self | $1,001 - $15,000 | Jul 8, 2022 | 22d | — |
| Jun 16, 2022 | N/A | Global X Funds Global X U.S. Infrastruct... | Sale (Partial) | Self | $1,001 - $15,000 | Jul 8, 2022 | 22d | — |
| Jun 16, 2022 | BAX ↗ | Baxter International Inc. | Sale (Partial) | Self | $1,001 - $15,000 | Jul 8, 2022 | 22d | — |
| May 10, 2022 | IEFA ↗ | Ishares Core MSCI EAFE ETF | Sale (Partial) | Self | $1,001 - $15,000 | Jun 4, 2022 | 25d | — |
| May 10, 2022 | N/A | Ishares MSCI EAFE Grwth EF | Sale (Full) | Self | $1,001 - $15,000 | Jun 4, 2022 | 25d | — |
| May 10, 2022 | N/A | JPMorgan Betabuilders Canada | Purchase | Self | $1,001 - $15,000 | Jun 4, 2022 | 25d | — |
| May 10, 2022 | N/A | JPMorgan Equity Premium Inco | Purchase | Self | $1,001 - $15,000 | Jun 4, 2022 | 25d | — |
| May 10, 2022 | N/A | ISHA Curr Hedged MSCI EAFE | Purchase | Self | $1,001 - $15,000 | Jun 4, 2022 | 25d | — |
| May 10, 2022 | DRE ↗ | Duke Realty Corporation | Sale (Partial) | Joint | $1,001 - $15,000 | Jun 4, 2022 | 25d | — |
| May 10, 2022 | N/A | Vanguard Total Bond Market | Sale (Full) | Self | $1,001 - $15,000 | Jun 4, 2022 | 25d | — |
| May 10, 2022 | SBUX ↗ | Starbucks Corporation | Sale (Full) | Self | $1,001 - $15,000 | Jun 4, 2022 | 25d | — |
| May 10, 2022 | N/A | SPDR Blackstone Senior Loan | Purchase | Self | $1,001 - $15,000 | Jun 4, 2022 | 25d | — |
| May 10, 2022 | N/A | Ishares 0-5 HY Corp | Purchase | Self | $1,001 - $15,000 | Jun 4, 2022 | 25d | — |
| May 10, 2022 | N/A | Ishares Core MSCI Europe | Sale (Full) | Self | $1,001 - $15,000 | Jun 4, 2022 | 25d | — |
| Apr 26, 2022 | N/A | Putnam Ultra Sht Dur Inc A | Sale (Full) | Self | $1,001 - $15,000 | May 13, 2022 | 17d | — |
| Apr 19, 2022 | TJX ↗ | TJX Companies, Inc. | Purchase | Self | $1,001 - $15,000 | May 13, 2022 | 24d | — |
| Apr 19, 2022 | ABT ↗ | Abbott Laboratories | Purchase | Self | $1,001 - $15,000 | May 13, 2022 | 24d | — |
| Apr 19, 2022 | N/A | SPDR S&P 500 ETF Trust | Purchase | Self | $1,001 - $15,000 | May 13, 2022 | 24d | — |
| Apr 19, 2022 | IWB ↗ | Ishares Russell 1000 ETF | Sale (Full) | Self | $1,001 - $15,000 | May 13, 2022 | 24d | — |
| Mar 15, 2022 | ABT ↗ | Abbott Laboratories | Sale (Partial) | Self | $1,001 - $15,000 | Apr 9, 2022 | 25d | — |
| Mar 29, 2022 | CAT ↗ | Caterpillar, Inc. | Purchase | Self | $1,001 - $15,000 | Apr 9, 2022 | 11d | — |
| Mar 8, 2022 | N/A | Vanguard Total Bond Index Fund | Sale (Partial) | Self | $1,001 - $15,000 | Apr 9, 2022 | 32d | — |
| Mar 29, 2022 | GE ↗ | General Electric Company | Purchase | Self | $1,001 - $15,000 | Apr 9, 2022 | 11d | — |
| Mar 15, 2022 | IWB ↗ | iShares Russell 1000 ETF | Purchase | Self | $1,001 - $15,000 | Apr 9, 2022 | 25d | — |
| Mar 8, 2022 | KMI.W ↗ | Kinder Morgan, Inc. Warrants Expiring 20... | Purchase | Self | $1,001 - $15,000 | Apr 9, 2022 | 32d | — |
| Mar 29, 2022 | HIG ↗ | Hartford Financial Services Group, Inc. | Purchase | Self | $1,001 - $15,000 | Apr 9, 2022 | 11d | — |
| Mar 29, 2022 | TLT ↗ | iShares 20+ Year Treasury Bond ETF | Purchase | Self | $1,001 - $15,000 | Apr 9, 2022 | 11d | — |
| Mar 8, 2022 | N/A | Vanguard Intermediate Term Cor | Sale (Full) | Self | $1,001 - $15,000 | Apr 9, 2022 | 32d | — |
| Mar 15, 2022 | TJX ↗ | TJX Companies, Inc. | Sale (Partial) | Self | $1,001 - $15,000 | Apr 9, 2022 | 25d | — |
| Mar 29, 2022 | RIO ↗ | Rio Tinto Plc | Purchase | Self | $1,001 - $15,000 | Apr 9, 2022 | 11d | — |
| Mar 15, 2022 | SPY ↗ | SPDR S&P 500 | Sale (Partial) | Self | $1,001 - $15,000 | Apr 9, 2022 | 25d | — |
| Mar 8, 2022 | SHYG ↗ | iShares 0-5 Year High Yield Corporate Bo... | Purchase | Self | $1,001 - $15,000 | Apr 9, 2022 | 32d | — |
| Mar 8, 2022 | N/A | Vanguard Total Bond Index Fund | Sale Partial | Self | $1,001 - $15,000 | Apr 9, 2022 | 32d | — |
| Feb 28, 2022 | MRK ↗ | Merck & Company, Inc. Common Stock | Sale (Full) | Self | $1,001 - $15,000 | Mar 9, 2022 | 9d | — |
| Feb 28, 2022 | MA ↗ | Mastercard Incorporated | Purchase | Self | $1,001 - $15,000 | Mar 9, 2022 | 9d | — |
| Jan 28, 2022 | IEUR ↗ | iShares Core MSCI Europe ETF (IEuR) | Purchase | Self | $1,001 - $15,000 | Feb 13, 2022 | 16d | — |
| Jan 28, 2022 | XLE ↗ | SPdR Select Sector Fund - Energy Select ... | Purchase | Self | $1,001 - $15,000 | Feb 13, 2022 | 16d | — |
| Jan 28, 2022 | AAPL ↗ | Apple Inc. (AAPl) | Purchase | Self | $1,001 - $15,000 | Feb 13, 2022 | 16d | — |
| Jan 14, 2022 | HON ↗ | Honeywell International Inc. (HON) | Sale (Full) | Self | $1,001 - $15,000 | Feb 13, 2022 | 30d | — |
| Jan 14, 2022 | LMT ↗ | lockheed Martin Corporation (lMT) | Sale (Full) | Self | $1,001 - $15,000 | Feb 13, 2022 | 30d | — |
| Jan 28, 2022 | EFG ↗ | iShares MSCI EAFE growth ETF (EFg) | Sale (Full) | Self | $1,001 - $15,000 | Feb 13, 2022 | 16d | — |
| Jan 28, 2022 | SPHB ↗ | Invesco S&P 500 High beta ETF (SPHb) | Sale (Full) | Self | $1,001 - $15,000 | Feb 13, 2022 | 16d | — |
| Jan 5, 2022 | SPY ↗ | SPdR S&P 500 (SPY) | Sale (Partial) | Self | $1,001 - $15,000 | Feb 13, 2022 | 39d | — |
| Jan 14, 2022 | SPY ↗ | SPdR S&P 500 (SPY) | Purchase | Self | $1,001 - $15,000 | Feb 13, 2022 | 30d | — |
| Jan 28, 2022 | FB ↗ | Meta Platforms, Inc. - Class A (Fb) | Purchase | Self | $1,001 - $15,000 | Feb 13, 2022 | 16d | — |
| Jan 28, 2022 | FLGB ↗ | Franklin FTSE united Kingdom ETF (Flgb) | Purchase | Self | $1,001 - $15,000 | Feb 13, 2022 | 16d | — |
| Dec 16, 2021 | BSX ↗ | boston Scientific Corporation (bSX) | Sale (Full) | Self | $1,001 - $15,000 | Jan 9, 2022 | 24d | — |
| Dec 16, 2021 | T ↗ | AT&T Inc. (T) | Purchase | Self | $1,001 - $15,000 | Jan 9, 2022 | 24d | — |
| Dec 9, 2021 | T ↗ | AT&T Inc. (T) | Sale (Full) | Self | $1,001 - $15,000 | Jan 9, 2022 | 31d | — |
| Dec 14, 2021 | CME ↗ | CME group Inc. - Class A (CME) | Sale (Full) | Self | $1,001 - $15,000 | Jan 9, 2022 | 26d | — |
| Dec 16, 2021 | EOG ↗ | EOg Resources, Inc. (EOg) | Purchase | Self | $1,001 - $15,000 | Jan 9, 2022 | 24d | — |
| Dec 14, 2021 | NEE ↗ | NextEra Energy, Inc. (NEE) | Sale (Partial) | Self | $1,001 - $15,000 | Jan 9, 2022 | 26d | — |
| Dec 16, 2021 | SBUX ↗ | Starbucks Corporation (SbuX) | Purchase | Self | $1,001 - $15,000 | Jan 9, 2022 | 24d | — |
| Dec 16, 2021 | WRK.V ↗ | Westrock Company Common Stock Ex-distrib... | Purchase | Self | $1,001 - $15,000 | Jan 9, 2022 | 24d | — |
| Dec 16, 2021 | TGT ↗ | Target Corporation (TgT) | Sale (Full) | Self | $1,001 - $15,000 | Jan 9, 2022 | 24d | — |
| Dec 16, 2021 | NOC ↗ | Northrop grumman Corporation (NOC) | Sale (Full) | Self | $1,001 - $15,000 | Jan 9, 2022 | 24d | — |
| Dec 14, 2021 | WMT ↗ | Walmart Inc. (WMT) | Purchase | Self | $1,001 - $15,000 | Jan 9, 2022 | 26d | — |
| Sep 1, 2021 | RGLD ↗ | Royal gold, Inc. | Sale (Full) | Self | $1,001 - $15,000 | Oct 18, 2021 | 47d | — |
| Sep 13, 2021 | TJX ↗ | TJX Companies, Inc. | Purchase | Self | $1,001 - $15,000 | Oct 18, 2021 | 35d | — |
| Sep 30, 2021 | CONE ↗ | CyrusOne Inc | Purchase | Self | $1,001 - $15,000 | Oct 18, 2021 | 18d | — |
| Sep 10, 2021 | JNJ ↗ | Johnson & Johnson | Sale (Partial) | Spouse | $1,001 - $15,000 | Oct 18, 2021 | 38d | — |
| Sep 13, 2021 | JNJ ↗ | Johnson & Johnson | Sale (Full) | Self | $1,001 - $15,000 | Oct 18, 2021 | 35d | — |
| Aug 26, 2021 | CSCO ↗ | Cisco Systems, Inc. | Sale (Partial) | Self | $1,001 - $15,000 | Sep 23, 2021 | 28d | — |
| May 14, 2021 | UPS ↗ | united Parcel Service, Inc. | Sale (Full) | Self | $1,001 - $15,000 | Jun 8, 2021 | 25d | — |
| May 14, 2021 | DG ↗ | Dollar general Corporation | Sale (Full) | Self | $1,001 - $15,000 | Jun 8, 2021 | 25d | — |
| Apr 22, 2021 | AVGO ↗ | broadcom Inc. | Purchase | Self | $1,001 - $15,000 | May 12, 2021 | 20d | — |
| Mar 31, 2021 | GE ↗ | general Electric Company | Purchase | Self | $1,001 - $15,000 | Apr 12, 2021 | 12d | — |
| Mar 31, 2021 | LOW ↗ | lowe's Companies, Inc. | Sale (Full) | Self | $1,001 - $15,000 | Apr 12, 2021 | 12d | — |
| Feb 18, 2021 | PGR ↗ | Progressive Corporation | Sale (Full) | Self | $1,001 - $15,000 | Mar 17, 2021 | 27d | — |
| Jan 13, 2021 | CAT ↗ | Caterpillar, Inc. | Purchase | Self | $1,001 - $15,000 | Feb 22, 2021 | 40d | — |
| Jan 13, 2021 | V ↗ | Visa Inc. | Sale (Full) | Self | $1,001 - $15,000 | Feb 22, 2021 | 40d | — |
| Jul 2, 2020 | CVS ↗ | CVS Health Corporation (CVS) | Sale (Full) | Self | $1,001 - $15,000 | Jan 26, 2021 | 208d | — |
| Jul 2, 2020 | HD ↗ | Home depot, Inc. (Hd) | Purchase | Self | $1,001 - $15,000 | Jan 26, 2021 | 208d | — |
| Jul 2, 2020 | DUK ↗ | duke Energy Corporation (duK) | Sale (Full) | Self | $1,001 - $15,000 | Jan 26, 2021 | 208d | — |
| Jul 2, 2020 | CCI ↗ | Crown Castle International Corp. (CCI) | Purchase | Self | $1,001 - $15,000 | Jan 26, 2021 | 208d | — |
| Jul 2, 2020 | KMB ↗ | Kimberly-Clark Corporation (KMb) | Purchase | Self | $1,001 - $15,000 | Jan 26, 2021 | 208d | — |
| Jul 2, 2020 | RGLD ↗ | Royal gold, Inc. (Rgld) | Purchase | Self | $1,001 - $15,000 | Jan 26, 2021 | 208d | — |
| Jul 2, 2020 | V ↗ | Visa Inc. (V) | Purchase | Self | $1,001 - $15,000 | Jan 26, 2021 | 208d | — |
| Jul 2, 2020 | COST ↗ | Costco Wholesale Corporation (COST) | Purchase | Self | $1,001 - $15,000 | Jan 26, 2021 | 208d | — |
| Dec 31, 2020 | CVS ↗ | CVS Health Corporation | Sale (Full) | Self | $1,001 - $15,000 | Jan 19, 2021 | 19d | — |
| Dec 31, 2020 | PBCT ↗ | People's United Financial, Inc. | Sale (Full) | Self | $15,001 - $50,000 | Jan 19, 2021 | 19d | — |
| Nov 20, 2020 | DIS ↗ | Walt Disney Company | Sale (Full) | Self | $1,001 - $15,000 | Dec 15, 2020 | 25d | — |
| Oct 16, 2020 | ANTM ↗ | Anthem, Inc. (ANTM) | Purchase | Self | $1,001 - $15,000 | Nov 19, 2020 | 34d | — |
| Oct 2, 2020 | MSFT ↗ | Microsoft Corporation (MSFT) | Purchase | Self | $1,001 - $15,000 | Nov 19, 2020 | 48d | — |
| Oct 2, 2020 | BSX ↗ | boston Scientific Corporation (bSX) | Purchase | Self | $1,001 - $15,000 | Nov 19, 2020 | 48d | — |
| Oct 16, 2020 | IFF ↗ | Internationa Flavors & Fragrances, Inc. ... | Purchase | Self | $1,001 - $15,000 | Nov 19, 2020 | 34d | — |
| Oct 16, 2020 | SCHW ↗ | Charles Schwab Corporation (SCHW) | Purchase | Self | $1,001 - $15,000 | Nov 19, 2020 | 34d | — |
| Oct 2, 2020 | PGR ↗ | Progressive Corporation (PgR) | Purchase | Self | $1,001 - $15,000 | Nov 19, 2020 | 48d | — |
| Oct 16, 2020 | AXP ↗ | American Express Company (AXP) | Purchase | Self | $1,001 - $15,000 | Nov 19, 2020 | 34d | — |
| Jun 22, 2020 | MSI ↗ | Motorola Solutions, Inc. | Purchase | Self | $1,001 - $15,000 | Jul 7, 2020 | 15d | — |
| Jun 22, 2020 | PNC ↗ | PNC Financial Services group, Inc. | Sale (Full) | Self | $1,001 - $15,000 | Jul 7, 2020 | 15d | — |
| May 21, 2020 | XOM ↗ | Exxon Mobil Corporation | Purchase | Self | $1,001 - $15,000 | Jun 8, 2020 | 18d | — |
| May 22, 2020 | BDX ↗ | becton, Dickinson and Company | Sale (Full) | Self | $1,001 - $15,000 | Jun 8, 2020 | 17d | — |
| May 21, 2020 | LOW ↗ | lowe's Companies, Inc. | Purchase | Self | $1,001 - $15,000 | Jun 8, 2020 | 18d | — |
| Apr 6, 2020 | MCD ↗ | McDonald's Corporation | Purchase | Self | $1,001 - $15,000 | May 14, 2020 | 38d | — |
| Mar 30, 2020 | AGN ↗ | Allergan plc Ordinary Shares | Sale (Full) | Self | $1,001 - $15,000 | Apr 13, 2020 | 14d | — |
| Mar 10, 2020 | TGT ↗ | Target Corporation | Purchase | Self | $1,001 - $15,000 | Apr 13, 2020 | 34d | — |
| Mar 30, 2020 | MRK ↗ | Merck & Company, Inc. Common Stock | Purchase | Self | $1,001 - $15,000 | Apr 13, 2020 | 14d | — |
| Feb 27, 2020 | ABBV ↗ | abbVie Inc. | Purchase | Self | $1,001 - $15,000 | Mar 9, 2020 | 11d | — |
| Jan 10, 2020 | SCHW ↗ | Charles schwab Corporation | Purchase | Joint | $1,001 - $15,000 | Feb 12, 2020 | 33d | — |
| Nov 29, 2019 | IFF ↗ | Internationa Flavors & Fragrances, Inc. | Purchase | Self | $1,001 - $15,000 | Dec 12, 2019 | 13d | — |
| Nov 8, 2019 | ANTM ↗ | anthem, Inc. | Purchase | Self | $1,001 - $15,000 | Dec 12, 2019 | 34d | — |
| Nov 5, 2019 | CVS ↗ | CVS Health Corporation | Sale (Full) | Self | $1,001 - $15,000 | Dec 12, 2019 | 37d | — |
| Sep 4, 2019 | UPS ↗ | united Parcel Service, Inc. | Purchase | Self | $1,001 - $15,000 | Oct 16, 2019 | 42d | — |
| Sep 4, 2019 | SBUX ↗ | Starbucks Corporation | Purchase | Self | $1,001 - $15,000 | Oct 16, 2019 | 42d | — |
| Sep 4, 2019 | PLD ↗ | Prologis, Inc. | Purchase | Self | $1,001 - $15,000 | Oct 16, 2019 | 42d | — |
| Sep 4, 2019 | DG ↗ | Dollar general Corporation | Purchase | Self | $1,001 - $15,000 | Oct 16, 2019 | 42d | — |
| Aug 15, 2019 | BLK ↗ | blackRock, Inc. | Sale (Full) | Self | $1,001 - $15,000 | Sep 18, 2019 | 34d | — |
| Aug 14, 2019 | AXP ↗ | american Express Company | Purchase | Self | $1,001 - $15,000 | Sep 18, 2019 | 35d | — |
| Jun 10, 2019 | SLB ↗ | Schlumberger N.V. | Sale (Full) | Self | $1,001 - $15,000 | Jul 12, 2019 | 32d | — |
| Jan 22, 2019 | SLB ↗ | Schlumberger N.V. | Purchase | Self | $1,001 - $15,000 | Feb 7, 2019 | 16d | — |
| Jan 10, 2019 | PFE ↗ | Pfizer, Inc. | Sale (Full) | Self | $1,001 - $15,000 | Feb 7, 2019 | 28d | — |
| Jan 22, 2019 | PM ↗ | Philip Morris International Inc | Purchase | Self | $1,001 - $15,000 | Feb 7, 2019 | 16d | — |
| Jan 8, 2019 | PNC ↗ | PNC Financial Services group, Inc. | Purchase | Self | $1,001 - $15,000 | Feb 7, 2019 | 30d | — |
| Jan 22, 2019 | CVS ↗ | CVS Health Corporation | Purchase | Self | $1,001 - $15,000 | Feb 7, 2019 | 16d | — |
| Dec 19, 2018 | CVS ↗ | CVS Health Corporation | Sale (Full) | Self | $1,001 - $15,000 | Jan 11, 2019 | 23d | — |
| Dec 31, 2018 | AAPL ↗ | apple Inc. | Purchase | Self | $15,001 - $50,000 | Jan 11, 2019 | 11d | — |
| Dec 19, 2018 | PM ↗ | Philip Morris International Inc | Sale (Full) | Self | $1,001 - $15,000 | Jan 11, 2019 | 23d | — |
| Nov 29, 2018 | AET ↗ | Aetna Inc. | Exchange | Self | $15,001 - $50,000 | Dec 12, 2018 | 13d | — |
| Nov 29, 2018 | CVS ↗ | CVS Health Corporation | Exchange | Self | $1,001 - $15,000 | Dec 12, 2018 | 13d | — |
| Oct 31, 2018 | LIN ↗ | Linde plc ordinary Share | Exchange | Self | $1,001 - $15,000 | Nov 14, 2018 | 14d | — |
| Oct 31, 2018 | PX ↗ | Praxair, Inc. | Exchange | Self | $1,001 - $15,000 | Nov 14, 2018 | 14d | — |
| Sep 11, 2018 | AAPL ↗ | apple Inc. | Sale (Partial) | Self | $1,001 - $15,000 | Oct 19, 2018 | 38d | — |
| Apr 9, 2018 | PM ↗ | Philip Morris International Inc | Purchase | Self | $1,001 - $15,000 | May 8, 2018 | 29d | — |