Roger Williams
house Democrat MA
K000375
263 trades tracked · 15 spouse · 32 late filings · avg lag 73.2d
Official site ↗Committees
- House Committee on Armed Services
- House Committee on Foreign Affairs
- House Committee on Armed Services — Intelligence and Special Operations
- House Committee on Armed Services — Cyber, Information Technologies, and Innovation
- House Committee on Foreign Affairs — Europe
- House Committee on Foreign Affairs — Middle East and North Africa
Est. volume
$3,766,462
Range midpoints
Buys / Sells
154 / 109
Spouse share
5.7%
Late (>45d)
32
| Tx Date | Ticker | Asset | Type | Owner | Amount | Disclosed | Lag | Return |
|---|---|---|---|---|---|---|---|---|
| Aug 11, 2026 | N/A | Alphabet Inc Note Coupon 4.80000%Mat 2/1... | Purchase | Self | $1,001 - $15,000 | Aug 26, 2026 | 15d | — |
| Aug 10, 2026 | N/A | Alphabet Inc Note Coupon 4.80000%Mat 2/1... | Purchase | Self | $1,001 - $15,000 | Aug 26, 2026 | 16d | — |
| Aug 11, 2026 | GOOGL ↗ | Alphabet Inc | Purchase | Self | $1,001 - $15,000 | Aug 26, 2026 | 15d | — |
| Jun 30, 2026 | HCA ↗ | HCA Healthcare Inc | Purchase | Self | $15,001 - $50,000 | Aug 14, 2026 | 45d | — |
| Jun 30, 2026 | COF ↗ | Capital One Financial Corp | Purchase | Self | $1,001 - $15,000 | Aug 14, 2026 | 45d | — |
| Jun 15, 2026 | SPCX ↗ | SPACE EXPLORATION TECHS CORP | Purchase | Self | $50,001 - $100,000 | Jul 20, 2026 | 35d | — |
| May 8, 2026 | JPM ↗ | JPMorgan Chase & Co | Purchase | Self | $1,001 - $15,000 | May 19, 2026 | 11d | — |
| May 8, 2026 | NOC ↗ | Northrop Grumman Corp | Purchase | Self | $1,001 - $15,000 | May 19, 2026 | 11d | — |
| Apr 29, 2026 | OTIS ↗ | Otis Worldwide Corp | Purchase | Self | $1,001 - $15,000 | May 19, 2026 | 20d | — |
| May 8, 2026 | SPG ↗ | Simon Property Group Inc | Purchase | Self | $1,001 - $15,000 | May 19, 2026 | 11d | — |
| Apr 17, 2026 | TMUS ↗ | T-Mobile US Inc | Purchase | Self | $1,001 - $15,000 | May 19, 2026 | 32d | — |
| May 8, 2026 | VMW ↗ | VMware Inc | Purchase | Self | $1,001 - $15,000 | May 19, 2026 | 11d | — |
| May 6, 2026 | CPB ↗ | Campbell Soup Co | Sale | Self | $15,001 - $50,000 | May 19, 2026 | 13d | — |
| Feb 20, 2026 | CB ↗ | Chubb Ltd | Purchase | Self | $1,001 - $15,000 | Mar 17, 2026 | 25d | — |
| Feb 20, 2026 | GOOGL ↗ | Alphabet Inc | Purchase | Self | $1,001 - $15,000 | Mar 17, 2026 | 25d | — |
| Feb 4, 2026 | VMW ↗ | VMware Inc | Purchase | Self | $1,001 - $15,000 | Feb 27, 2026 | 23d | — |
| Dec 22, 2025 | JPM ↗ | JPMorgan Chase & Co | Purchase | Self | $1,001 - $15,000 | Jan 16, 2026 | 25d | — |
| Dec 22, 2025 | CVX ↗ | Chevron Corp | Sale | Self | $15,001 - $50,000 | Jan 16, 2026 | 25d | — |
| Dec 22, 2025 | RTX ↗ | RTX Corp | Purchase | Self | $1,001 - $15,000 | Jan 16, 2026 | 25d | — |
| Dec 22, 2025 | FANG ↗ | Diamondback Energy Inc | Sale | Self | $1,001 - $15,000 | Jan 16, 2026 | 25d | — |
| Dec 5, 2025 | CMCSA ↗ | Comcast Corp | Sale | Self | $1,001 - $15,000 | Dec 17, 2025 | 12d | — |
| Aug 18, 2025 | SPG ↗ | Simon Property Group Inc | Purchase | Self | $1,001 - $15,000 | Sep 5, 2025 | 18d | — |
| Jun 9, 2025 | PEP ↗ | PepsiCo Inc | Sale | Self | $1,001 - $15,000 | Jun 24, 2025 | 15d | — |
| May 15, 2025 | MSFT ↗ | Microsoft Corp | Sale | Self | $1,001 - $15,000 | Jun 24, 2025 | 40d | — |
| Mar 6, 2025 | BAC ↗ | Bank of America Corp | Purchase | Self | $1,001 - $15,000 | Mar 24, 2025 | 18d | +22.5% est. |
| Feb 28, 2025 | GS ↗ | The Goldman Sachs Group Inc | Purchase | Self | $15,001 - $50,000 | Mar 24, 2025 | 24d | — |
| Mar 6, 2025 | JPM ↗ | JPMorgan Chase & Co | Purchase | Self | $1,001 - $15,000 | Mar 24, 2025 | 18d | — |
| Mar 3, 2025 | BJ ↗ | BJ's Wholesale Club Holdings Inc | Sale | Self | $1,001 - $15,000 | Mar 24, 2025 | 21d | — |
| Feb 19, 2025 | N/A | Caney Creek Texas 2.125% GO Muni bonds | Sale (Full) | Self | $1,001 - $15,000 | Mar 1, 2025 | 10d | — |
| Feb 5, 2025 | ARMK ↗ | Aramark | Purchase | Self | $1,001 - $15,000 | Feb 26, 2025 | 21d | +47.1% est. |
| Feb 5, 2025 | PEP ↗ | PepsiCo Inc | Purchase | Self | $1,001 - $15,000 | Feb 26, 2025 | 21d | — |
| Feb 6, 2025 | CPB ↗ | Campbell Soup Co | Purchase | Self | $15,001 - $50,000 | Feb 26, 2025 | 20d | — |
| Feb 6, 2025 | WFC ↗ | Wells Fargo & Co | Purchase | Self | $15,001 - $50,000 | Feb 26, 2025 | 20d | — |
| Feb 6, 2025 | KO ↗ | The Coca-Cola Co | Purchase | Self | $15,001 - $50,000 | Feb 26, 2025 | 20d | — |
| Feb 5, 2025 | ACN ↗ | Accenture PLC | Purchase | Self | $1,001 - $15,000 | Feb 26, 2025 | 21d | -35.0% est. |
| Jan 24, 2025 | LRCX ↗ | Lam Research Corp | Sale | Self | $1,001 - $15,000 | Feb 26, 2025 | 33d | — |
| Jan 24, 2025 | KLAC ↗ | KLA Corp | Purchase | Self | $1,001 - $15,000 | Feb 26, 2025 | 33d | — |
| Feb 5, 2025 | MSFT ↗ | Microsoft Corp | Purchase | Self | $1,001 - $15,000 | Feb 26, 2025 | 21d | — |
| Feb 6, 2025 | GM ↗ | General Motors Co | Purchase | Self | $1,001 - $15,000 | Feb 26, 2025 | 20d | — |
| Jan 21, 2025 | CSGP ↗ | CoStar Group Inc | Purchase | Self | $1,001 - $15,000 | Feb 26, 2025 | 36d | — |
| Jan 7, 2025 | AMZN ↗ | Amazon.com Inc | Purchase | Self | $1,001 - $15,000 | Jan 16, 2025 | 9d | +12.7% est. |
| Jan 7, 2025 | ABNB ↗ | Airbnb Inc | Sale | Self | $1,001 - $15,000 | Jan 16, 2025 | 9d | +33.9% est. |
| Jan 7, 2025 | FI ↗ | Fiserv Inc | Purchase | Self | $1,001 - $15,000 | Jan 16, 2025 | 9d | — |
| Oct 31, 2024 | AMTM ↗ | AMENTUM HOLDINGS INC | Sale | Self | $1,001 - $15,000 | Nov 6, 2024 | 6d | -28.4% est. |
| Oct 31, 2024 | MSFT ↗ | Microsoft Corp | Purchase | Self | $1,001 - $15,000 | Nov 6, 2024 | 6d | — |
| Oct 31, 2024 | AMZN ↗ | Amazon.com Inc | Purchase | Self | $1,001 - $15,000 | Nov 6, 2024 | 6d | +34.3% est. |
| Oct 31, 2024 | GOOGL ↗ | Alphabet Inc | Purchase | Self | $1,001 - $15,000 | Nov 6, 2024 | 6d | — |
| Oct 9, 2024 | N/A | LOWES COS INC NOTE CALL MAKE WHOLE 3.100... | Sale (Full) | Self | $1,001 - $15,000 | Nov 6, 2024 | 28d | — |
| Oct 31, 2024 | QCOM ↗ | QUALCOMM Inc | Purchase | Self | $1,001 - $15,000 | Nov 6, 2024 | 6d | — |
| Oct 9, 2024 | LOW ↗ | Lowe's Cos Inc | Sale | Self | $1,001 - $15,000 | Nov 6, 2024 | 28d | — |
| Sep 11, 2024 | JPM ↗ | JPMorgan Chase & Co | Sale | Self | $1,001 - $15,000 | Sep 25, 2024 | 14d | — |
| Sep 11, 2024 | ELV ↗ | Elevance Health Inc | Sale | Self | $1,001 - $15,000 | Sep 25, 2024 | 14d | — |
| Sep 11, 2024 | CMCSA ↗ | Comcast Corp | Sale | Self | $15,001 - $50,000 | Sep 25, 2024 | 14d | — |
| Sep 11, 2024 | CAT ↗ | Caterpillar Inc | Sale | Self | $1,001 - $15,000 | Sep 25, 2024 | 14d | — |
| Sep 11, 2024 | BDX ↗ | Becton Dickinson and Co | Sale | Self | $1,001 - $15,000 | Sep 25, 2024 | 14d | — |
| Sep 11, 2024 | BAC ↗ | Bank of America Corp | Sale | Self | $1,001 - $15,000 | Sep 25, 2024 | 14d | +30.2% est. |
| Sep 11, 2024 | VZ ↗ | Verizon Communications Inc | Sale | Self | $1,001 - $15,000 | Sep 25, 2024 | 14d | — |
| Sep 11, 2024 | UNP ↗ | Union Pacific Corp | Sale | Self | $1,001 - $15,000 | Sep 25, 2024 | 14d | — |
| Sep 11, 2024 | TMUS ↗ | T-Mobile US Inc | Sale | Self | $1,001 - $15,000 | Sep 25, 2024 | 14d | — |
| Sep 11, 2024 | PEP ↗ | PepsiCo Inc | Sale | Self | $1,001 - $15,000 | Sep 25, 2024 | 14d | — |
| Sep 11, 2024 | NXPI ↗ | NXP Semiconductors NV | Sale | Self | $1,001 - $15,000 | Sep 25, 2024 | 14d | — |
| Sep 11, 2024 | MSFT ↗ | Microsoft Corp | Sale | Self | $1,001 - $15,000 | Sep 25, 2024 | 14d | — |
| Sep 11, 2024 | META ↗ | Meta Platforms Inc | Sale | Self | $1,001 - $15,000 | Sep 25, 2024 | 14d | — |
| Sep 11, 2024 | LOW ↗ | Lowe's Cos Inc | Sale | Self | $1,001 - $15,000 | Sep 25, 2024 | 14d | — |
| Sep 11, 2024 | GM ↗ | General Motors Co | Sale | Self | $1,001 - $15,000 | Sep 25, 2024 | 14d | — |
| Sep 11, 2024 | N/A | UNION PAC CORP NOTE CALL MAKE WHOLE 3.95... | Sale (Partial) | Self | $1,001 - $15,000 | Sep 24, 2024 | 13d | — |
| Sep 11, 2024 | N/A | BECTON DICKINSON &CO NOTE CALL MAKE WHOL... | Sale (Partial) | Self | $1,001 - $15,000 | Sep 24, 2024 | 13d | — |
| Sep 11, 2024 | N/A | COMCAST CORP NEW NOTE CALL MAKE WHOLE 4.... | Sale (Partial) | Self | $15,001 - $50,000 | Sep 24, 2024 | 13d | — |
| Sep 11, 2024 | N/A | ELEVANCE HEALTH INC NOTE CALL MAKE WHOLE... | Sale (Partial) | Self | $1,001 - $15,000 | Sep 24, 2024 | 13d | — |
| Sep 11, 2024 | N/A | JPMORGAN CHASE &CO NOTE CALL MAKE WHOLE ... | Sale (Partial) | Self | $1,001 - $15,000 | Sep 24, 2024 | 13d | — |
| Sep 11, 2024 | N/A | MICROSOFT CORP NOTE CALL MAKE WHOLE 3.12... | Sale (Partial) | Self | $1,001 - $15,000 | Sep 24, 2024 | 13d | — |
| Sep 11, 2024 | N/A | T MOBILE USA INC NOTE 4.75000% 02/01/202... | Sale (Partial) | Self | $1,001 - $15,000 | Sep 24, 2024 | 13d | — |
| Sep 11, 2024 | N/A | VERIZON COMMUNICATIONS INC 4.01600% 12/0... | Sale (Partial) | Self | $1,001 - $15,000 | Sep 24, 2024 | 13d | — |
| Sep 11, 2024 | N/A | GENERAL MTRS CO NOTE CALL MAKE WHOLE 5.6... | Sale (Partial) | Self | $1,001 - $15,000 | Sep 24, 2024 | 13d | — |
| Sep 11, 2024 | N/A | LOWES COS INC NOTE CALL MAKE WHOLE 3.100... | Sale (Partial) | Self | $1,001 - $15,000 | Sep 24, 2024 | 13d | — |
| Sep 11, 2024 | N/A | META PLATFORMS INC NOTE CALL MAKE WHOLE ... | Sale (Partial) | Self | $1,001 - $15,000 | Sep 24, 2024 | 13d | — |
| Sep 11, 2024 | N/A | PEPSICO INC NOTE CALL MAKE WHOLE 3.90000... | Sale (Partial) | Self | $1,001 - $15,000 | Sep 24, 2024 | 13d | — |
| Sep 11, 2024 | N/A | UNITED STATES TREAS SER C-2032 2.87500% ... | Sale (Full) | Self | $15,001 - $50,000 | Sep 24, 2024 | 13d | — |
| Sep 11, 2024 | N/A | BANK AMERICA CORP SER M MTN 3.97000% 03/... | Sale (Partial) | Self | $1,001 - $15,000 | Sep 24, 2024 | 13d | — |
| Feb 1, 2024 | N/A | Visant Medical, Inc. | Sale (Partial) | Self | $1,001 - $15,000 | Jul 10, 2024 | 160d | — |
| Feb 1, 2024 | N/A | VISANT MEDICAL INC | Sale | Self | $1,001 - $15,000 | Jul 10, 2024 | 160d | — |
| Jun 3, 2024 | N/A | Visant Medical, Inc. | Sale (Full) | Self | $1,001 - $15,000 | Jul 2, 2024 | 29d | — |
| Feb 1, 2023 | N/A | Visant Medical, Inc. | Sale (Partial) | Self | $1,001 - $15,000 | Jul 2, 2024 | 517d | — |
| Jun 6, 2024 | N/A | T MOBILE USA INC NOTE 4.75000% 02/01/202... | Purchase | Self | $15,001 - $50,000 | Jun 21, 2024 | 15d | — |
| May 29, 2024 | N/A | CITIGROUP INC NOTE CALL MAKE WHOLE 3.200... | Sale (Full) | Self | $15,001 - $50,000 | Jun 21, 2024 | 23d | — |
| Jun 6, 2024 | TMUS ↗ | T-Mobile US Inc | Purchase | Self | $15,001 - $50,000 | Jun 21, 2024 | 15d | — |
| May 24, 2024 | N/A | JPMorgan Chase & Co | Purchase | Self | $15,001 - $50,000 | Jun 21, 2024 | 28d | — |
| May 29, 2024 | C ↗ | Citigroup Inc | Sale | Self | $15,001 - $50,000 | Jun 21, 2024 | 23d | — |
| Jun 30, 2021 | STLA ↗ | Stellantis NV | Purchase | Spouse | $1,001 - $15,000 | Jun 12, 2024 | 1078d | — |
| Jun 22, 2022 | DIS ↗ | The Walt Disney Co | Sale | Spouse | $1,001 - $15,000 | Jun 12, 2024 | 721d | — |
| Oct 25, 2022 | N/A | Caney Creek Tex Mun Util Dist | Purchase | Spouse | $1,001 - $15,000 | Jun 12, 2024 | 596d | — |
| Jun 30, 2022 | META ↗ | Meta Platforms Inc | Purchase | Spouse | $1,001 - $15,000 | Jun 12, 2024 | 713d | — |
| Jun 30, 2022 | NVDA ↗ | NVIDIA Corporation | Purchase | Spouse | $1,001 - $15,000 | Jun 12, 2024 | 713d | — |
| Mar 4, 2024 | PFE ↗ | Pfizer Inc | Sale | Spouse | $1,001 - $15,000 | Jun 12, 2024 | 100d | — |
| Mar 1, 2024 | PFE ↗ | Pfizer Inc | Sale | Spouse | $1,001 - $15,000 | Jun 12, 2024 | 103d | — |
| Mar 1, 2024 | PFE ↗ | Pfizer Inc | Purchase | Spouse | $1,001 - $15,000 | Jun 12, 2024 | 103d | — |
| Jun 30, 2022 | SBFM ↗ | SUNSHINE BIOPHARMA INC | Purchase | Spouse | $1,001 - $15,000 | Jun 12, 2024 | 713d | — |
| May 13, 2021 | DVN ↗ | Devon Energy Corporation Common Stock | Sale (Full) | Spouse | $1,001 - $15,000 | Jun 12, 2024 | 1126d | — |
| Feb 27, 2019 | GE ↗ | GE Aerospace Common Stock | Sale (Full) | Spouse | $1,001 - $15,000 | Jun 12, 2024 | 1932d | — |
| Mar 1, 2019 | NVDA ↗ | NVIDIA Corporation - Common Stock | Sale (Full) | Spouse | $1,001 - $15,000 | Jun 12, 2024 | 1930d | — |
| Jun 30, 2022 | TFC ↗ | Truist Financial Corp | Purchase | Spouse | $1,001 - $15,000 | Jun 12, 2024 | 713d | — |
| Jun 30, 2022 | GOOG ↗ | Alphabet Inc | Purchase | Spouse | $1,001 - $15,000 | Jun 12, 2024 | 713d | — |
| Jun 30, 2022 | LLY ↗ | Eli Lilly and Co | Purchase | Spouse | $1,001 - $15,000 | Jun 12, 2024 | 713d | — |
| May 17, 2024 | CVS ↗ | CVS Health Corporation Common Stock | Sale (Full) | Self | $1,001 - $15,000 | May 22, 2024 | 5d | — |
| May 17, 2024 | AZO ↗ | AutoZone, Inc. Common Stock | Sale (Partial) | Self | $1,001 - $15,000 | May 22, 2024 | 5d | — |
| May 17, 2024 | MSFT ↗ | Microsoft Corporation - Common Stock | Sale (Partial) | Self | $1,001 - $15,000 | May 22, 2024 | 5d | — |
| May 17, 2024 | GOOGL ↗ | Alphabet Inc. - Class A Common Stock | Sale (Partial) | Self | $1,001 - $15,000 | May 22, 2024 | 5d | — |
| May 17, 2024 | N/A | MCDONALDS CORP MTN CALL MAKE WHOLE 3.500... | Sale (Full) | Self | $15,001 - $50,000 | May 22, 2024 | 5d | — |
| May 17, 2024 | ABNB ↗ | Airbnb, Inc. - Class A Common Stock | Sale (Partial) | Self | $1,001 - $15,000 | May 22, 2024 | 5d | — |
| May 17, 2024 | ACN ↗ | Accenture plc Class A Ordinary Shares | Sale (Partial) | Self | $1,001 - $15,000 | May 22, 2024 | 5d | — |
| May 17, 2024 | LOW ↗ | Lowe's Companies, Inc. Common Stock | Sale (Partial) | Self | $1,001 - $15,000 | May 22, 2024 | 5d | — |
| May 17, 2024 | J ↗ | Jacobs Solutions Inc. Common Stock | Sale (Partial) | Self | $1,001 - $15,000 | May 22, 2024 | 5d | — |
| May 17, 2024 | AMZN ↗ | Amazon.com, Inc. - Common Stock | Purchase | Self | $15,001 - $50,000 | May 22, 2024 | 5d | — |
| Apr 11, 2024 | N/A | LOWES COS INC NOTE CALL MAKE WHOLE 4.500... | Purchase | Self | $1,001 - $15,000 | May 2, 2024 | 21d | — |
| Mar 27, 2024 | N/A | ABBVIE INC NOTE CALL MAKE WHOLE 5.05000%... | Purchase | Self | $15,001 - $50,000 | May 2, 2024 | 36d | — |
| Mar 27, 2024 | N/A | GOLDMAN SACHS GROUP INC NOTE 3.50000% 01... | Sale (Full) | Self | $15,001 - $50,000 | May 2, 2024 | 36d | — |
| Feb 8, 2024 | N/A | Boeing Co | Sale | Self | $15,001 - $50,000 | Mar 12, 2024 | 33d | — |
| Mar 7, 2024 | N/A | CAPITAL ONE FINL CORP NOTE 7.62400% 10/3... | Purchase | Self | $1,001 - $15,000 | Mar 12, 2024 | 5d | — |
| Mar 7, 2024 | COF ↗ | Capital One Financial Corp | Purchase | Self | $1,001 - $15,000 | Mar 12, 2024 | 5d | — |
| Feb 28, 2024 | BA ↗ | Boeing Co | Sale | Self | $1,001 - $15,000 | Mar 12, 2024 | 13d | — |
| Feb 28, 2024 | TDG ↗ | TransDigm Group Inc | Purchase | Self | $1,001 - $15,000 | Mar 12, 2024 | 13d | — |
| Feb 28, 2024 | URI ↗ | United Rentals Inc | Sale | Self | $1,001 - $15,000 | Mar 12, 2024 | 13d | — |
| Jan 24, 2024 | PANW ↗ | Palo Alto Networks Inc | Purchase | Self | $1,001 - $15,000 | Feb 5, 2024 | 12d | — |
| Jan 18, 2024 | N/A | AT&T INC SER B NOTE 4.30000% 02/15/2030 ... | Sale (Full) | Self | $15,001 - $50,000 | Feb 5, 2024 | 18d | — |
| Jan 25, 2024 | N/A | Union Pacific Corp | Purchase | Self | $15,001 - $50,000 | Feb 5, 2024 | 11d | — |
| Feb 2, 2024 | MSFT ↗ | Microsoft Corp | Purchase | Self | $15,001 - $50,000 | Feb 5, 2024 | 3d | — |
| Jan 18, 2024 | N/A | Bank of America Corp | Purchase | Self | $15,001 - $50,000 | Feb 5, 2024 | 18d | — |
| Jan 18, 2024 | T ↗ | AT&T Inc | Sale | Self | $15,001 - $50,000 | Feb 5, 2024 | 18d | — |
| Sep 15, 2023 | N/A | Boeing Co | Purchase | Self | $15,001 - $50,000 | Jan 16, 2024 | 123d | — |
| Sep 13, 2023 | N/A | SIMON PPTY GROUP LP NOTE CALL MAKE WHOLE... | Sale (Full) | Self | $15,001 - $50,000 | Jan 16, 2024 | 125d | — |
| Dec 29, 2023 | N/A | UNITED STATES TREAS BILLS ZERO CPN 0.000... | Purchase | Self | $1,001 - $15,000 | Jan 16, 2024 | 18d | — |
| Sep 13, 2023 | SPG ↗ | Simon Property Group Inc | Sale | Self | $15,001 - $50,000 | Jan 16, 2024 | 125d | — |
| Sep 15, 2023 | N/A | 097023DC6 | Purchase | Self | $15,001 - $50,000 | Sep 28, 2023 | 13d | — |
| Sep 13, 2023 | N/A | 828807DF1 | Sale (Full) | Self | $15,001 - $50,000 | Sep 28, 2023 | 15d | — |
| Sep 21, 2023 | CAT ↗ | Caterpillar Inc | Sale | Self | $0 - $1,000 | Sep 28, 2023 | 7d | — |
| Sep 21, 2023 | CAT ↗ | Caterpillar, Inc. | Sale (Full) | Self | $848.75 | Sep 28, 2023 | 7d | — |
| Aug 10, 2023 | PEP ↗ | PepsiCo Inc | Purchase | Self | $15,001 - $50,000 | Aug 28, 2023 | 18d | — |
| Aug 10, 2023 | N/A | PEPSICO INC NOTE CALL MAKE WHOLE 3.90000... | Purchase | Self | $15,001 - $50,000 | Aug 28, 2023 | 18d | — |
| Jul 20, 2023 | ISRG ↗ | Intuitive Surgical Inc | Purchase | Self | $1,001 - $15,000 | Jul 31, 2023 | 11d | — |
| Jul 20, 2023 | EA ↗ | Electronic Arts Inc | Sale | Self | $1,001 - $15,000 | Jul 31, 2023 | 11d | — |
| Jul 21, 2023 | N/A | Meta Platforms Inc | Purchase | Self | $15,001 - $50,000 | Jul 31, 2023 | 10d | — |
| Jun 30, 2023 | COF ↗ | Capital One Financial Corp | Sale | Self | $1,001 - $15,000 | Jul 19, 2023 | 19d | — |
| Jun 27, 2023 | GM ↗ | General Motors Co | Purchase | Self | $15,001 - $50,000 | Jul 19, 2023 | 22d | — |
| Jun 27, 2023 | N/A | GENERAL MTRS CO NOTE CALL MAKE WHOLE 5.6... | Purchase | Self | $15,001 - $50,000 | Jul 19, 2023 | 22d | — |
| Jun 27, 2023 | N/A | GENERAL MTRS FINL CO INC NOTE 3.10000% 0... | Sale (Full) | Self | $15,001 - $50,000 | Jul 19, 2023 | 22d | — |
| Jun 26, 2023 | N/A | UNITED STATES TREAS SER BC- 2024 2.50000... | Sale (Full) | Self | $1,001 - $15,000 | Jul 19, 2023 | 23d | — |
| Jun 27, 2023 | ACF ↗ | General Motors Financial Co Inc | Sale | Self | $15,001 - $50,000 | Jul 19, 2023 | 22d | — |
| Jun 30, 2023 | LIN ↗ | Linde PLC | Purchase | Self | $1,001 - $15,000 | Jul 19, 2023 | 19d | — |
| Jun 26, 2023 | N/A | US TREASURY NOTE | Sale | Self | $1,001 - $15,000 | Jul 19, 2023 | 23d | — |
| Jun 8, 2023 | CVS ↗ | CVS Health Corp | Sale | Self | $1,001 - $15,000 | Jun 15, 2023 | 7d | — |
| Jun 8, 2023 | MCK ↗ | McKesson Corp | Purchase | Self | $1,001 - $15,000 | Jun 15, 2023 | 7d | — |
| Feb 13, 2023 | GOOGL ↗ | Alphabet Inc - Class A | Purchase | Self | $1,001 - $15,000 | Feb 28, 2023 | 15d | — |
| Feb 13, 2023 | PNC ↗ | PNC Financial Services Group, Inc | Purchase | Self | $1,001 - $15,000 | Feb 28, 2023 | 15d | — |
| Feb 13, 2023 | LRCX ↗ | Lam Research Corporation | Purchase | Self | $1,001 - $15,000 | Feb 28, 2023 | 15d | — |
| Jan 13, 2023 | JPM ↗ | JP Morgan Chase & Co | Purchase | Self | $1,001 - $15,000 | Feb 28, 2023 | 46d | — |
| Feb 13, 2023 | VEEV ↗ | Veeva Systems Inc Class A | Purchase | Self | $1,001 - $15,000 | Feb 28, 2023 | 15d | — |
| Jan 13, 2023 | NXPI ↗ | NXP Semiconductors NV | Purchase | Self | $1,001 - $15,000 | Feb 28, 2023 | 46d | — |
| Jan 18, 2023 | ABNB ↗ | AirBnb Inc, Class A | Purchase | Self | $1,001 - $15,000 | Jan 30, 2023 | 12d | — |
| Jan 18, 2023 | BKNG ↗ | Booking Holdings Inc | Sale (Full) | Self | $1,001 - $15,000 | Jan 30, 2023 | 12d | — |
| Dec 2, 2022 | -- ↗ | Capital One Fin Corp Note 3.9% 1/9/2024 | Purchase | Self | $1,001 - $15,000 | Dec 21, 2022 | 19d | — |
| Dec 5, 2022 | BAX ↗ | Baxter International Inc | Sale (Full) | Self | $1,001 - $15,000 | Dec 21, 2022 | 16d | — |
| Nov 9, 2022 | ADBE ↗ | Adobe Inc | Sale (Full) | Self | $1,001 - $15,000 | Nov 21, 2022 | 12d | — |
| Nov 4, 2022 | MS ↗ | Morgan Stanley MTN Call | Sale (Full) | Self | $15,001 - $50,000 | Nov 21, 2022 | 17d | — |
| Nov 4, 2022 | MS ↗ | Morgan Stanley Ser 1 MTN 6.324% 10/18/20... | Purchase | Self | $15,001 - $50,000 | Nov 21, 2022 | 17d | — |
| Nov 9, 2022 | NOW ↗ | ServiceNow Inc | Purchase | Self | $1,001 - $15,000 | Nov 21, 2022 | 12d | — |
| Oct 7, 2022 | IBTE ↗ | Ishares TR IBonds 24 TRM TS | Purchase | Self | $50,001 - $100,000 | Nov 4, 2022 | 28d | — |
| Sep 30, 2022 | VZ ↗ | Verizon Communications Inc 2.016% 12/03/... | Purchase | Self | $15,001 - $50,000 | Oct 30, 2022 | 30d | — |
| Jul 20, 2022 | -- ↗ | United States Treasury Ser C 2032 2.875%... | Purchase | Self | $15,001 - $50,000 | Oct 30, 2022 | 102d | — |
| Sep 15, 2022 | ORCL ↗ | Oracle Corp Note | Sale (Full) | Self | $15,001 - $50,000 | Oct 30, 2022 | 45d | — |
| Sep 9, 2022 | ROST ↗ | Ross Stores Inc | Sale (Full) | Self | $1,001 - $15,000 | Oct 30, 2022 | 51d | — |
| Sep 9, 2022 | TJX ↗ | TJX Companies Inc | Purchase | Self | $1,001 - $15,000 | Oct 30, 2022 | 51d | — |
| May 19, 2022 | NFLX ↗ | Netflix Inc Series B Note 4.875% 04/15/2... | Sale (Full) | Self | $15,001 - $50,000 | Jun 17, 2022 | 29d | — |
| May 26, 2022 | -- ↗ | US Treasury Ser BC 2024 2.5% 05/31/2024 ... | Purchase | Self | $1,001 - $15,000 | Jun 17, 2022 | 22d | — |
| Mar 29, 2022 | CCI ↗ | Crown Castle International Corp | Sale (Full) | Self | $1,001 - $15,000 | May 5, 2022 | 37d | — |
| Mar 29, 2022 | MDT ↗ | Medtronic plc Ordinary Shares | Sale (Full) | Self | $1,001 - $15,000 | May 5, 2022 | 37d | — |
| Mar 29, 2022 | AMH ↗ | American Homes 4 Rent Common Shares of B... | Purchase | Self | $1,001 - $15,000 | May 5, 2022 | 37d | — |
| Mar 29, 2022 | VRTX ↗ | Vertex Pharmaceuticals Incorporated | Purchase | Self | $1,001 - $15,000 | May 5, 2022 | 37d | — |
| Feb 11, 2022 | GM ↗ | General Motors Fincl Co Inc Note 5.10% 0... | Sale (Full) | Self | $15,001 - $50,000 | Feb 28, 2022 | 17d | — |
| Jan 22, 2022 | CMCSA ↗ | Comcast corp note call make whole 4.25% ... | Purchase | Self | $15,001 - $50,000 | Feb 28, 2022 | 37d | — |
| Feb 11, 2022 | GM ↗ | General Motors Fincl Co Inc Note 3.10% 0... | Purchase | Self | $15,001 - $50,000 | Feb 28, 2022 | 17d | — |
| Jan 28, 2022 | FISV ↗ | Fiserv Inc | Sale (Full) | Self | $1,001 - $15,000 | Feb 28, 2022 | 31d | — |
| Jun 29, 2021 | -- ↗ | LOWEs COS INC NOTE CALL MAKE WHOLE 3.10%... | Purchase | Self | $15,001 - $50,000 | Jul 20, 2021 | 21d | — |
| Jun 10, 2021 | VRSN ↗ | VeriSign Inc | Sale (Full) | Self | $1,001 - $15,000 | Jul 20, 2021 | 40d | — |
| Jun 10, 2021 | ADBE ↗ | Adobe Inc | Purchase | Self | $1,001 - $15,000 | Jul 20, 2021 | 40d | — |
| May 18, 2021 | -- ↗ | GOLDMAN SACHS GROUP INC NOTE | Purchase | Self | $15,001 - $50,000 | Jun 15, 2021 | 28d | — |
| May 3, 2021 | -- ↗ | VALERO ENERGY CORP NOTE CALL | Purchase | Self | $15,001 - $50,000 | Jun 15, 2021 | 43d | — |
| Apr 29, 2021 | -- ↗ | ORACLE CORP NOTE CALL | Purchase | Self | $15,001 - $50,000 | Jun 15, 2021 | 47d | — |
| May 18, 2021 | -- ↗ | AT&T INC SER B NOTE | Purchase | Self | $15,001 - $50,000 | Jun 15, 2021 | 28d | — |
| May 6, 2021 | -- ↗ | MCDONALDS CORP MTN CALL | Purchase | Self | $15,001 - $50,000 | Jun 15, 2021 | 40d | — |
| Jun 10, 2021 | -- ↗ | VALERO ENERGY CORP NOTE CALL | Purchase | Self | $15,001 - $50,000 | Jun 15, 2021 | 5d | — |
| Mar 17, 2021 | MA ↗ | Mastercard Incorporated | Purchase | Self | $1,001 - $15,000 | Apr 27, 2021 | 41d | — |
| Apr 14, 2021 | VRSN ↗ | VeriSign Inc | Purchase | Self | $1,001 - $15,000 | Apr 27, 2021 | 13d | — |
| Mar 17, 2021 | LOW ↗ | Lowes Companies Inc | Purchase | Self | $1,001 - $15,000 | Apr 27, 2021 | 41d | — |
| Mar 17, 2021 | CACI ↗ | CACI International Inc Class A | Purchase | Self | $1,001 - $15,000 | Apr 27, 2021 | 41d | — |
| Mar 17, 2021 | CAT ↗ | Caterpillar Inc | Purchase | Self | $1,001 - $15,000 | Apr 27, 2021 | 41d | — |
| Mar 17, 2021 | CDW ↗ | CDW Corporation | Purchase | Self | $1,001 - $15,000 | Apr 27, 2021 | 41d | — |
| Apr 14, 2021 | CVX ↗ | Chevron Corporation | Sale (Full) | Self | $1,001 - $15,000 | Apr 27, 2021 | 13d | — |
| Apr 14, 2021 | MSFT ↗ | Microsoft Corporation | Purchase | Self | $1,001 - $15,000 | Apr 27, 2021 | 13d | — |
| Apr 16, 2021 | -- ↗ | MORGAN STANLEY MTN CALL MAKE WHOLE 3.875... | Purchase | Self | $15,001 - $50,000 | Apr 27, 2021 | 11d | — |
| Mar 17, 2021 | PEP ↗ | Pepsico Inc | Purchase | Self | $1,001 - $15,000 | Apr 27, 2021 | 41d | — |
| Mar 17, 2021 | PNC ↗ | PNC Financial Services Group Inc | Purchase | Self | $1,001 - $15,000 | Apr 27, 2021 | 41d | — |
| Mar 17, 2021 | PG ↗ | Procter & Gamble Company | Purchase | Self | $1,001 - $15,000 | Apr 27, 2021 | 41d | — |
| Apr 14, 2021 | PG ↗ | Procter & Gamble Company | Purchase | Self | $1,001 - $15,000 | Apr 27, 2021 | 13d | — |
| Mar 17, 2021 | ROST ↗ | Ross Stores Inc | Purchase | Self | $1,001 - $15,000 | Apr 27, 2021 | 41d | — |
| Apr 14, 2021 | SU ↗ | Suncor Energy Inc | Sale (Full) | Self | $1,001 - $15,000 | Apr 27, 2021 | 13d | — |
| Mar 17, 2021 | URI ↗ | United Rentals Inc | Purchase | Self | $1,001 - $15,000 | Apr 27, 2021 | 41d | — |
| Mar 17, 2021 | UNH ↗ | UnitedHealth Group Incorporated Common S... | Purchase | Self | $1,001 - $15,000 | Apr 27, 2021 | 41d | — |
| Mar 17, 2021 | BA ↗ | Boeing Company | Purchase | Self | $1,001 - $15,000 | Apr 27, 2021 | 41d | — |
| Apr 14, 2021 | BA ↗ | Boeing Company | Purchase | Self | $1,001 - $15,000 | Apr 27, 2021 | 13d | — |
| Apr 14, 2021 | BAX ↗ | Baxter International Inc | Purchase | Self | $1,001 - $15,000 | Apr 27, 2021 | 13d | — |
| Mar 17, 2021 | BAX ↗ | Baxter International Inc | Purchase | Self | $1,001 - $15,000 | Apr 27, 2021 | 41d | — |
| Mar 17, 2021 | AZO ↗ | AutoZone Inc | Purchase | Self | $1,001 - $15,000 | Apr 27, 2021 | 41d | — |
| Mar 17, 2021 | GOOGL ↗ | Alphabet Inc - Class A | Purchase | Self | $1,001 - $15,000 | Apr 27, 2021 | 41d | — |
| Mar 17, 2021 | ACN ↗ | Accenture plc Class A Ordinary Shares | Purchase | Self | $1,001 - $15,000 | Apr 27, 2021 | 41d | — |
| Mar 17, 2021 | MDT ↗ | Medtronic plc Ordinary Shares | Purchase | Self | $1,001 - $15,000 | Apr 27, 2021 | 41d | — |
| Mar 17, 2021 | JPM ↗ | JP Morgan Chase & Co | Purchase | Self | $1,001 - $15,000 | Apr 27, 2021 | 41d | — |
| Mar 17, 2021 | J ↗ | Jacobs Engineering Group Inc | Purchase | Self | $1,001 - $15,000 | Apr 27, 2021 | 41d | — |
| Mar 17, 2021 | INTU ↗ | Intuit Inc | Purchase | Self | $1,001 - $15,000 | Apr 27, 2021 | 41d | — |
| Mar 17, 2021 | ICE ↗ | Intercontinental Exchange Inc | Purchase | Self | $1,001 - $15,000 | Apr 27, 2021 | 41d | — |
| Mar 18, 2021 | -- ↗ | GENERAL MTRS CO INC NOTE 5.1% 01/172024 ... | Purchase | Self | $15,001 - $50,000 | Apr 27, 2021 | 40d | — |
| Mar 17, 2021 | FISV ↗ | Fiserv Inc | Purchase | Self | $1,001 - $15,000 | Apr 27, 2021 | 41d | — |
| Mar 30, 2021 | -- ↗ | ENERGY TRANSFER LP NOTE CALL MAKE WHOLE ... | Purchase | Self | $15,001 - $50,000 | Apr 27, 2021 | 28d | — |
| Mar 17, 2021 | BKNG ↗ | Booking Holdings Inc | Purchase | Self | $1,001 - $15,000 | Apr 27, 2021 | 41d | — |
| Mar 30, 2021 | -- ↗ | BECTON DICKINSON &CO NOTE CALL MAKE WHOL... | Purchase | Self | $15,001 - $50,000 | Apr 27, 2021 | 28d | — |
| Mar 17, 2021 | BJ ↗ | BJ's Wholesale Club Holdings Inc | Purchase | Self | $1,001 - $15,000 | Apr 27, 2021 | 41d | — |
| Apr 16, 2021 | -- ↗ | BK OF AMERICA CORP SER M MTN 3.97% 03/05... | Purchase | Self | $15,001 - $50,000 | Apr 27, 2021 | 11d | — |
| Apr 30, 2021 | -- ↗ | NETFLIX INC SER B NOTE 4.875% 04/15/2028... | Purchase | Self | $15,001 - $50,000 | Apr 27, 2021 | -3d | — |
| Mar 17, 2021 | NOC ↗ | Northrop Grumman Corporation | Purchase | Self | $1,001 - $15,000 | Apr 27, 2021 | 41d | — |
| Mar 17, 2021 | NXPI ↗ | NXP Semiconductors NV | Purchase | Self | $1,001 - $15,000 | Apr 27, 2021 | 41d | — |
| Mar 17, 2021 | VEEV ↗ | Veeva Systems Inc Class A | Purchase | Self | $1,001 - $15,000 | Apr 27, 2021 | 41d | — |
| Mar 17, 2021 | LRCX ↗ | Lam Research Corporation | Purchase | Self | $1,001 - $15,000 | Apr 27, 2021 | 41d | — |
| Mar 17, 2021 | SU ↗ | Suncor Energy Inc | Purchase | Self | $1,001 - $15,000 | Apr 27, 2021 | 41d | — |
| Mar 18, 2021 | -- ↗ | SIMON PPTY ROUP LP NOTE CALL MAKE WHOLE ... | Purchase | Self | $15,001 - $50,000 | Apr 27, 2021 | 40d | — |
| Mar 17, 2021 | COF ↗ | Capital One Financial Corp | Purchase | Self | $1,001 - $15,000 | Apr 27, 2021 | 41d | — |
| Mar 17, 2021 | VRSN ↗ | VeriSign Inc | Purchase | Self | $1,001 - $15,000 | Apr 27, 2021 | 41d | — |
| Mar 17, 2021 | ARMK ↗ | Aramark | Purchase | Self | $1,001 - $15,000 | Apr 27, 2021 | 41d | — |
| Mar 30, 2021 | -- ↗ | WALGREEN CO NOTE CALL MAKE WHOLE 3.10% M... | Purchase | Self | $15,001 - $50,000 | Apr 27, 2021 | 28d | — |
| Mar 17, 2021 | MRK ↗ | Merck & Company Inc Common Stock | Purchase | Self | $1,001 - $15,000 | Apr 27, 2021 | 41d | — |
| Mar 17, 2021 | MSFT ↗ | Microsoft Corporation | Purchase | Self | $1,001 - $15,000 | Apr 27, 2021 | 41d | — |
| Mar 17, 2021 | CVX ↗ | Chevron Corporation | Purchase | Self | $1,001 - $15,000 | Apr 27, 2021 | 41d | — |
| Mar 18, 2021 | -- ↗ | CITIGROUP INC NOTE CALL MAKE WHOLE 3.2% ... | Purchase | Self | $15,001 - $50,000 | Apr 27, 2021 | 40d | — |
| Apr 16, 2021 | -- ↗ | ANTHEM INC NOTE CALL MAKE WHOLE 3.65% 12... | Purchase | Self | $15,001 - $50,000 | Apr 27, 2021 | 11d | — |
| Mar 17, 2021 | CCI ↗ | Crown Castle International Corp | Purchase | Self | $1,001 - $15,000 | Apr 27, 2021 | 41d | — |
| Mar 17, 2021 | EA ↗ | Electronic Arts Inc | Purchase | Self | $1,001 - $15,000 | Apr 27, 2021 | 41d | — |
| Mar 17, 2021 | CVS ↗ | CVS Health Corporation | Purchase | Self | $1,001 - $15,000 | Apr 27, 2021 | 41d | — |
| May 28, 2020 | WMT ↗ | Walmart Inc. | Purchase | Self | $1,001 - $15,000 | Aug 7, 2020 | 71d | — |
| Jun 29, 2020 | WMT ↗ | Walmart Inc. | Sale (Full) | Self | $1,001 - $15,000 | Aug 7, 2020 | 39d | — |
| May 28, 2020 | SBUX ↗ | Starbucks Corporation | Sale (Full) | Self | $1,001 - $15,000 | Aug 7, 2020 | 71d | — |
| Jun 29, 2020 | AAPL ↗ | Apple Inc. | Sale (Full) | Self | $1,001 - $15,000 | Aug 7, 2020 | 39d | — |
| May 28, 2020 | CRM ↗ | Salesforce.com Inc | Purchase | Self | $1,001 - $15,000 | Aug 7, 2020 | 71d | — |
| Jun 29, 2020 | MSFT ↗ | Microsoft Corporation | Sale (Full) | Self | $1,001 - $15,000 | Aug 7, 2020 | 39d | — |
| Jun 29, 2020 | ABBV ↗ | AbbVie Inc. | Sale (Full) | Self | $1,001 - $15,000 | Aug 7, 2020 | 39d | — |
| May 28, 2020 | JNJ ↗ | Johnson & Johnson | Purchase | Self | $1,001 - $15,000 | Aug 7, 2020 | 71d | — |
| Jun 29, 2020 | AMZN ↗ | Amazon.com, Inc. | Sale (Full) | Self | $1,001 - $15,000 | Aug 7, 2020 | 39d | — |
| May 28, 2020 | AMZN ↗ | Amazon.com, Inc. | Purchase | Self | $1,001 - $15,000 | Aug 7, 2020 | 71d | — |
| Jun 29, 2020 | BAC ↗ | Bank of America Corporation | Sale (Full) | Self | $1,001 - $15,000 | Aug 7, 2020 | 39d | — |
| Jun 29, 2020 | CVX ↗ | Chevron Corporation | Sale (Full) | Self | $1,001 - $15,000 | Aug 7, 2020 | 39d | — |
| Jun 29, 2020 | FB ↗ | Facebook, Inc. - Class A | Sale (Full) | Self | $1,001 - $15,000 | Aug 7, 2020 | 39d | — |
| Jun 29, 2020 | GILD ↗ | Gilead Sciences, Inc. | Sale (Full) | Self | $1,001 - $15,000 | Aug 7, 2020 | 39d | — |
| Jun 29, 2020 | JNJ ↗ | Johnson & Johnson | Sale (Full) | Self | $1,001 - $15,000 | Aug 7, 2020 | 39d | — |
| Jun 29, 2020 | SFST ↗ | Southern First Bancshares, Inc. | Sale (Full) | Self | $1,001 - $15,000 | Aug 7, 2020 | 39d | — |
| Jun 29, 2020 | NKE ↗ | Nike, Inc. | Sale (Full) | Self | $1,001 - $15,000 | Aug 7, 2020 | 39d | — |
| Jun 29, 2020 | CRM ↗ | Salesforce.com Inc | Sale (Full) | Self | $1,001 - $15,000 | Aug 7, 2020 | 39d | — |