Scott Franklin
house Republican FL
F000472
306 trades tracked · 67 spouse · 39 late filings · avg lag 60.9d
Official site ↗Committees
- House Committee on Science, Space, and Technology
- House Committee on Appropriations
- House Committee on Science, Space, and Technology — Environment
- House Committee on Appropriations — Agriculture, Rural Development, Food and Drug Administration, and Related Agencies
- House Committee on Appropriations — Energy and Water Development and Related Agencies
- House Committee on Appropriations — Military Construction, Veterans Affairs, and Related Agencies
Est. volume
$29,054,225
Middle of the reported range
Buys / Sells
145 / 160
Spouse share
21.9%
Late (>45d)
39
Avg. price change since purchase
+37.5% est.
38.2% ahead of the S&P 500
From 1 purchases with a saved closing price. Sales are left out.
The percent is the stock-price change from each purchase date to the newest end-of-day close saved on this site. That close refreshes on the morning jobs, so it is usually yesterday’s, or Friday’s over a weekend. It is not a live quote, and it is not the politician’s profit. Ahead of or behind the S&P 500 uses those same dates. Dollar figures use the middle of the reported trade-size range, not an exact amount. Not investment advice. See disclaimer.
| Tx Date | Ticker | Asset | Type | Owner | Amount | Disclosed | Lag | Return |
|---|---|---|---|---|---|---|---|---|
| Aug 20, 2026 | JPM ↗ | JPMorgan Chase & Co (1) | Sale | Self | $1,001 - $15,000 | Sep 18, 2026 | 29d | — |
| Aug 20, 2026 | GOOGL ↗ | Alphabet Inc | Sale | Self | $1,001 - $15,000 | Sep 18, 2026 | 29d | — |
| Aug 26, 2026 | NVO ↗ | Novo Nordisk A/S | Purchase | Self | $1,001 - $15,000 | Sep 18, 2026 | 23d | — |
| Aug 20, 2026 | JPM ↗ | JPMorgan Chase & Co (2) | Sale | Self | $1,001 - $15,000 | Sep 18, 2026 | 29d | — |
| Aug 20, 2026 | JPM ↗ | JPMorgan Chase & Co | Sale | Self | $1,001 - $15,000 | Sep 18, 2026 | 29d | — |
| Aug 26, 2026 | MCD ↗ | McDonald's Corp | Purchase | Spouse | $1,001 - $15,000 | Sep 18, 2026 | 23d | — |
| Aug 20, 2026 | GOOGL ↗ | Alphabet Inc | Sale | Spouse | $1,001 - $15,000 | Sep 18, 2026 | 29d | — |
| Aug 26, 2026 | PEP ↗ | PepsiCo Inc | Purchase | Self | $1,001 - $15,000 | Sep 18, 2026 | 23d | — |
| Aug 26, 2026 | ACN ↗ | Accenture PLC | Purchase | Spouse | $1,001 - $15,000 | Sep 18, 2026 | 23d | +37.5% est. |
| Aug 26, 2026 | PEP ↗ | PepsiCo Inc | Purchase | Spouse | $1,001 - $15,000 | Sep 18, 2026 | 23d | — |
| Aug 26, 2026 | LALDX ↗ | LORD ABBETT SHORT DURATION INCOME FUND | Purchase | Spouse | $1,001 - $15,000 | Sep 18, 2026 | 23d | — |
| Aug 20, 2026 | AAPL ↗ | Apple Inc | Sale | Spouse | $1,001 - $15,000 | Sep 18, 2026 | 29d | +11.7% est. |
| Aug 26, 2026 | ACN ↗ | Accenture PLC | Purchase | Self | $1,001 - $15,000 | Sep 18, 2026 | 23d | — |
| Feb 10, 2026 | HSY ↗ | The Hershey Company Common Stock | Sale (Full) | Self | $1,001 - $15,000 | Feb 24, 2026 | 14d | — |
| Feb 10, 2026 | HSY ↗ | The Hershey Company Common Stock | Sale (Full) | Spouse | $1,001 - $15,000 | Feb 24, 2026 | 14d | — |
| Feb 10, 2026 | HSY ↗ | The Hershey Company Common Stock | Sale (Full) | Self | $50,001 - $100,000 | Feb 24, 2026 | 14d | — |
| Feb 9, 2026 | HSY ↗ | The Hershey Company Common Stock | Sale (Full) | Self | $50,001 - $100,000 | Feb 24, 2026 | 15d | — |
| Feb 9, 2026 | HSY ↗ | The Hershey Company Common Stock | Sale (Full) | Spouse | $1,001 - $15,000 | Feb 24, 2026 | 15d | — |
| Feb 9, 2026 | HSY ↗ | The Hershey Company Common Stock | Sale (Full) | Self | $1,001 - $15,000 | Feb 24, 2026 | 15d | — |
| Feb 10, 2026 | HSY ↗ | The Hershey Co | Sale | Spouse | $1,001 - $15,000 | Feb 24, 2026 | 14d | — |
| Feb 10, 2026 | HSY ↗ | The Hershey Co | Sale | Self | $50,001 - $100,000 | Feb 24, 2026 | 14d | — |
| Feb 10, 2026 | HSY ↗ | The Hershey Co | Sale | Self | $1,001 - $15,000 | Feb 24, 2026 | 14d | — |
| Oct 14, 2025 | UNP ↗ | Union Pacific Corporation Common Stock | Purchase | Spouse | $1,001 - $15,000 | Oct 22, 2025 | 8d | — |
| Oct 14, 2025 | IVV ↗ | iShares Core S&P 500 ETF | Purchase | Spouse | $1,001 - $15,000 | Oct 22, 2025 | 8d | — |
| Oct 14, 2025 | UNP ↗ | Union Pacific Corporation Common Stock | Purchase | Spouse | $50,001 - $100,000 | Oct 22, 2025 | 8d | — |
| Oct 14, 2025 | IVV ↗ | iShares Core S&P 500 ETF | Purchase | Spouse | $50,001 - $100,000 | Oct 22, 2025 | 8d | — |
| Aug 4, 2025 | CMCSA ↗ | Comcast Corp | Sale | Self | $15,001 - $50,000 | Aug 15, 2025 | 11d | — |
| Aug 4, 2025 | NVO ↗ | Novo Nordisk A/S (3) | Purchase | Self | $1,001 - $15,000 | Aug 15, 2025 | 11d | — |
| Aug 4, 2025 | CMCSA ↗ | Comcast Corp | Sale | Self | $1,001 - $15,000 | Aug 15, 2025 | 11d | — |
| Aug 4, 2025 | NVO ↗ | Novo Nordisk A/S (2) | Purchase | Self | $1,001 - $15,000 | Aug 15, 2025 | 11d | — |
| Aug 4, 2025 | NVO ↗ | Novo Nordisk A/S (1) | Purchase | Self | $1,001 - $15,000 | Aug 15, 2025 | 11d | — |
| Aug 4, 2025 | NVO ↗ | Novo Nordisk A/S | Purchase | Self | $15,001 - $50,000 | Aug 15, 2025 | 11d | — |
| Aug 4, 2025 | CMCSA ↗ | Comcast Corp | Sale | Spouse | $1,001 - $15,000 | Aug 15, 2025 | 11d | — |
| Jul 22, 2025 | UPS ↗ | United Parcel Service Inc | Sale | Self | $50,001 - $100,000 | Aug 1, 2025 | 10d | — |
| Jul 22, 2025 | UPS ↗ | United Parcel Service Inc | Sale | Spouse | $1,001 - $15,000 | Aug 1, 2025 | 10d | — |
| Jul 22, 2025 | UPS ↗ | United Parcel Service Inc | Sale | Self | $1,001 - $15,000 | Aug 1, 2025 | 10d | — |
| Jun 16, 2025 | WMT ↗ | Walmart Inc | Sale | Joint | $15,001 - $50,000 | Jul 15, 2025 | 29d | — |
| Jun 16, 2025 | GOOGL ↗ | Alphabet Inc | Sale | Joint | $1,001 - $15,000 | Jul 15, 2025 | 29d | — |
| Jun 16, 2025 | AAPL ↗ | Apple Inc | Sale | Joint | $15,001 - $50,000 | Jul 15, 2025 | 29d | — |
| Jun 16, 2025 | HD ↗ | The Home Depot Inc | Sale | Joint | $15,001 - $50,000 | Jul 15, 2025 | 29d | — |
| Jun 16, 2025 | MRK ↗ | Merck & Co Inc | Sale | Joint | $1,001 - $15,000 | Jul 15, 2025 | 29d | — |
| Jun 16, 2025 | MSFT ↗ | Microsoft Corp | Sale | Joint | $15,001 - $50,000 | Jul 15, 2025 | 29d | — |
| Jun 16, 2025 | V ↗ | Visa Inc | Sale | Joint | $15,001 - $50,000 | Jul 15, 2025 | 29d | — |
| Jun 16, 2025 | MCD ↗ | McDonald's Corp | Sale | Joint | $15,001 - $50,000 | Jul 15, 2025 | 29d | — |
| Jun 16, 2025 | JPM ↗ | JPMorgan Chase & Co | Sale | Self | $15,001 - $50,000 | Jul 15, 2025 | 29d | — |
| Jun 16, 2025 | PG ↗ | The Procter & Gamble Co | Sale | Joint | $15,001 - $50,000 | Jul 15, 2025 | 29d | — |
| Jun 16, 2025 | UPS ↗ | United Parcel Service Inc | Sale | Joint | $1,001 - $15,000 | Jul 15, 2025 | 29d | — |
| Jun 16, 2025 | CSCO ↗ | Cisco Systems Inc | Sale | Joint | $1,001 - $15,000 | Jul 15, 2025 | 29d | — |
| Jun 16, 2025 | PEP ↗ | PepsiCo Inc | Sale | Joint | $1,001 - $15,000 | Jul 15, 2025 | 29d | — |
| Jun 16, 2025 | BRK-B ↗ | Berkshire Hathaway Inc | Sale | Joint | $15,001 - $50,000 | Jul 15, 2025 | 29d | — |
| Jun 16, 2025 | KVUE ↗ | KENVUE INC | Sale | Joint | $1,001 - $15,000 | Jul 15, 2025 | 29d | — |
| Jun 16, 2025 | JNJ ↗ | Johnson & Johnson | Sale | Joint | $15,001 - $50,000 | Jul 15, 2025 | 29d | — |
| Aug 7, 2024 | JPM ↗ | JPMorgan Chase & Co | Purchase | Spouse | $1,001 - $15,000 | Jul 4, 2025 | 331d | — |
| Aug 7, 2024 | HSY ↗ | The Hershey Co | Purchase | Spouse | $1,001 - $15,000 | Jul 4, 2025 | 331d | — |
| Aug 7, 2024 | UPS ↗ | United Parcel Service Inc | Purchase | Spouse | $1,001 - $15,000 | Jul 4, 2025 | 331d | — |
| Aug 7, 2024 | UNH ↗ | Unitedhealth Group Inc | Purchase | Spouse | $1,001 - $15,000 | Jul 4, 2025 | 331d | — |
| Aug 7, 2024 | COST ↗ | Costco Wholesale Corp | Purchase | Spouse | $1,001 - $15,000 | Jul 4, 2025 | 331d | — |
| Aug 7, 2024 | WMT ↗ | Walmart Inc | Purchase | Spouse | $1,001 - $15,000 | Jul 4, 2025 | 331d | — |
| Jan 30, 2024 | WMT ↗ | Walmart Inc | Sale | Joint | $1,001 - $15,000 | Jul 4, 2025 | 521d | — |
| Aug 7, 2024 | V ↗ | Visa Inc | Purchase | Spouse | $1,001 - $15,000 | Jul 4, 2025 | 331d | — |
| Aug 7, 2024 | SDVY ↗ | FIRST TRUST SMID CAP RISING DIVIDEND ACH... | Purchase | Spouse | $1,001 - $15,000 | Jul 4, 2025 | 331d | — |
| Aug 7, 2024 | GD ↗ | General Dynamics Corp | Purchase | Spouse | $1,001 - $15,000 | Jul 4, 2025 | 331d | — |
| Aug 7, 2024 | FBKWX ↗ | FIDELITY ADVISOR TOTAL BOND FUND | Purchase | Spouse | $1,001 - $15,000 | Jul 4, 2025 | 331d | — |
| Aug 7, 2024 | HD ↗ | The Home Depot Inc | Purchase | Spouse | $1,001 - $15,000 | Jul 4, 2025 | 331d | — |
| Sep 25, 2024 | ITW ↗ | Illinois Tool Works Inc | Purchase | Spouse | $1,001 - $15,000 | Jul 4, 2025 | 282d | — |
| Aug 7, 2024 | QQQM ↗ | INVESCO NASDAQ 100 ETF | Purchase | Spouse | $1,001 - $15,000 | Jul 4, 2025 | 331d | — |
| Aug 7, 2024 | JNJ ↗ | Johnson & Johnson | Purchase | Spouse | $1,001 - $15,000 | Jul 4, 2025 | 331d | — |
| Jan 30, 2024 | BRK-B ↗ | Berkshire Hathaway Inc | Sale | Joint | $1,001 - $15,000 | Jul 4, 2025 | 521d | — |
| Aug 7, 2024 | BRK-B ↗ | Berkshire Hathaway Inc | Purchase | Spouse | $1,001 - $15,000 | Jul 4, 2025 | 331d | — |
| Aug 7, 2024 | AMGN ↗ | Amgen Inc | Purchase | Spouse | $1,001 - $15,000 | Jul 4, 2025 | 331d | — |
| Aug 7, 2024 | AAPL ↗ | Apple Inc | Purchase | Spouse | $1,001 - $15,000 | Jul 4, 2025 | 331d | — |
| Jan 30, 2024 | AAPL ↗ | Apple Inc | Sale | Joint | $1,001 - $15,000 | Jul 4, 2025 | 521d | — |
| Sep 25, 2024 | ADP ↗ | Automatic Data Processing Inc | Purchase | Spouse | $1,001 - $15,000 | Jul 4, 2025 | 282d | — |
| Aug 7, 2024 | CB ↗ | Chubb Ltd | Purchase | Spouse | $1,001 - $15,000 | Jul 4, 2025 | 331d | — |
| Aug 7, 2024 | CMCSA ↗ | Comcast Corp | Purchase | Spouse | $1,001 - $15,000 | Jul 4, 2025 | 331d | — |
| Aug 7, 2024 | MSFT ↗ | Microsoft Corp | Purchase | Spouse | $1,001 - $15,000 | Jul 4, 2025 | 331d | — |
| Aug 7, 2024 | ACN ↗ | Accenture PLC | Purchase | Spouse | $1,001 - $15,000 | Jul 4, 2025 | 331d | — |
| Aug 7, 2024 | LMT ↗ | Lockheed Martin Corp | Purchase | Spouse | $1,001 - $15,000 | Jul 4, 2025 | 331d | — |
| Aug 7, 2024 | MRK ↗ | Merck & Co Inc | Purchase | Spouse | $1,001 - $15,000 | Jul 4, 2025 | 331d | — |
| Aug 7, 2024 | GOOGL ↗ | Alphabet Inc | Purchase | Spouse | $1,001 - $15,000 | Jul 4, 2025 | 331d | — |
| Aug 7, 2024 | PG ↗ | The Procter & Gamble Co | Purchase | Spouse | $1,001 - $15,000 | Jul 4, 2025 | 331d | — |
| Aug 7, 2024 | PEP ↗ | PepsiCo Inc | Purchase | Spouse | $1,001 - $15,000 | Jul 4, 2025 | 331d | — |
| Aug 7, 2024 | LSYIX ↗ | LORD ABBETT SHORT DURATION HIGH YIELD FU... | Purchase | Spouse | $1,001 - $15,000 | Jul 4, 2025 | 331d | — |
| Aug 7, 2024 | APD ↗ | Air Products and Chemicals Inc | Purchase | Spouse | $1,001 - $15,000 | Jul 4, 2025 | 331d | — |
| Aug 7, 2024 | MCD ↗ | McDonald's Corp | Purchase | Spouse | $1,001 - $15,000 | Jul 4, 2025 | 331d | — |
| Aug 7, 2024 | SBUX ↗ | Starbucks Corp | Purchase | Spouse | $1,001 - $15,000 | Jul 4, 2025 | 331d | — |
| Jan 30, 2024 | SBUX ↗ | Starbucks Corp | Sale | Joint | $1,001 - $15,000 | Jul 4, 2025 | 521d | — |
| Apr 21, 2025 | UNP ↗ | Union Pacific Corp | Purchase | Spouse | $1,001 - $15,000 | Jun 3, 2025 | 43d | — |
| Apr 10, 2025 | BWIN ↗ | Brp Group Inc | Sale | Joint | $500,001 - $1,000,000 | Apr 18, 2025 | 8d | — |
| Mar 27, 2025 | NVO ↗ | Novo Nordisk A/S Common Stock | Purchase | Self | $1,001 - $15,000 | Apr 11, 2025 | 15d | — |
| Mar 27, 2025 | NVO ↗ | Novo Nordisk A/S Common Stock | Purchase | Self | $15,001 - $50,000 | Apr 11, 2025 | 15d | — |
| Jan 28, 2025 | COST ↗ | Costco Wholesale Corp | Sale | Self | $50,001 - $100,000 | Mar 19, 2025 | 50d | — |
| Jan 28, 2025 | COST ↗ | Costco Wholesale Corp | Sale | Spouse | $1,001 - $15,000 | Mar 19, 2025 | 50d | — |
| Jan 28, 2025 | COST ↗ | Costco Wholesale Corp | Sale | Self | $1,001 - $15,000 | Mar 19, 2025 | 50d | — |
| Feb 26, 2025 | AMZN ↗ | Amazon.com Inc | Purchase | Self | $50,001 - $100,000 | Mar 19, 2025 | 21d | — |
| Feb 26, 2025 | AMZN ↗ | Amazon.com Inc | Purchase | Spouse | $1,001 - $15,000 | Mar 19, 2025 | 21d | — |
| Feb 19, 2025 | FBKWX ↗ | FIDELITY ADVISOR TOTAL BOND FUND (1) | Purchase | Self | $1,001 - $15,000 | Mar 19, 2025 | 28d | — |
| Feb 26, 2025 | AMZN ↗ | Amazon.com Inc | Purchase | Self | $1,001 - $15,000 | Mar 19, 2025 | 21d | — |
| Feb 18, 2025 | LMT ↗ | Lockheed Martin Corp | Purchase | Self | $1,001 - $15,000 | Mar 19, 2025 | 29d | — |
| Feb 18, 2025 | LMT ↗ | Lockheed Martin Corp | Purchase | Self | $15,001 - $50,000 | Mar 19, 2025 | 29d | — |
| Feb 19, 2025 | FBKWX ↗ | FIDELITY ADVISOR TOTAL BOND FUND (2) | Purchase | Self | $1,001 - $15,000 | Mar 19, 2025 | 28d | — |
| Feb 18, 2025 | LMT ↗ | Lockheed Martin Corp | Purchase | Spouse | $1,001 - $15,000 | Mar 19, 2025 | 29d | — |
| Feb 19, 2025 | FBKWX ↗ | FIDELITY ADVISOR TOTAL BOND FUND | Purchase | Spouse | $0 - $1,000 | Mar 19, 2025 | 28d | — |
| Feb 7, 2025 | BWIN ↗ | The Baldwin Insurance Group, Inc. - Clas... | Sale (Partial) | Joint | $1,000,001 - $5,000,000 | Feb 23, 2025 | 16d | — |
| Feb 6, 2025 | BWIN ↗ | The Baldwin Insurance Group, Inc. - Clas... | Sale (Partial) | Joint | $15,001 - $50,000 | Feb 23, 2025 | 17d | — |
| Sep 24, 2024 | ADP ↗ | Automatic Data Processing, Inc. - Common... | Purchase | Self | $50,001 - $100,000 | Oct 15, 2024 | 21d | — |
| Sep 24, 2024 | ADP ↗ | Automatic Data Processing, Inc. - Common... | Purchase | Self | $1,001 - $15,000 | Oct 15, 2024 | 21d | — |
| Sep 25, 2024 | ITW ↗ | Illinois Tool Works Inc. Common Stock | Purchase | Self | $50,001 - $100,000 | Oct 15, 2024 | 20d | — |
| Sep 25, 2024 | ITW ↗ | Illinois Tool Works Inc. Common Stock | Purchase | Self | $1,001 - $15,000 | Oct 15, 2024 | 20d | — |
| Aug 1, 2024 | NEE ↗ | NextEra Energy, Inc. Common Stock | Sale (Full) | Self | $1,001 - $15,000 | Aug 20, 2024 | 19d | — |
| Aug 1, 2024 | CSCO ↗ | Cisco Systems, Inc. - Common Stock | Sale (Full) | Self | $1,001 - $15,000 | Aug 20, 2024 | 19d | — |
| Aug 7, 2024 | MCD ↗ | McDonald's Corporation Common Stock | Purchase | Self | $1,001 - $15,000 | Aug 20, 2024 | 13d | — |
| Aug 6, 2024 | DGRO ↗ | ISHARES TRUST CORE DIVID GWTH | Sale (Full) | Self | $15,001 - $50,000 | Aug 20, 2024 | 14d | — |
| Aug 6, 2024 | AAPL ↗ | Apple Inc. - Common Stock | Sale (Partial) | Self | $15,001 - $50,000 | Aug 20, 2024 | 14d | — |
| Aug 2, 2024 | N/A | FIRST TR EXCHANGE-TRADED FD VI SMID RISI... | Purchase | Self | $1,001 - $15,000 | Aug 20, 2024 | 18d | — |
| Aug 6, 2024 | FFRHX ↗ | FIDELITY FLOATING HIGH RATE INCOME | Sale (Full) | Spouse | $1,001 - $15,000 | Aug 20, 2024 | 14d | — |
| Aug 6, 2024 | ONEQ ↗ | FIDELITY NASDAQ COMPOSITE INDEX ETF | Sale (Full) | Self | $15,001 - $50,000 | Aug 20, 2024 | 14d | — |
| Aug 7, 2024 | GD ↗ | General Dynamics Corporation Common Stoc... | Purchase | Self | $50,001 - $100,000 | Aug 20, 2024 | 13d | — |
| Aug 14, 2024 | SBUX ↗ | Starbucks Corporation - Common Stock | Sale (Full) | Self | $1,001 - $15,000 | Aug 20, 2024 | 6d | — |
| Aug 7, 2024 | HSY ↗ | The Hershey Company Common Stock | Purchase | Self | $50,001 - $100,000 | Aug 20, 2024 | 13d | — |
| Aug 2, 2024 | HSY ↗ | The Hershey Company Common Stock | Purchase | Self | $1,001 - $15,000 | Aug 20, 2024 | 18d | — |
| Aug 7, 2024 | UPS ↗ | United Parcel Service, Inc. Common Stock | Purchase | Self | $15,001 - $50,000 | Aug 20, 2024 | 13d | — |
| Aug 2, 2024 | UPS ↗ | United Parcel Service, Inc. Common Stock | Purchase | Self | $1,001 - $15,000 | Aug 20, 2024 | 18d | — |
| Aug 2, 2024 | JNJ ↗ | Johnson & Johnson Common Stock | Purchase | Self | $1,001 - $15,000 | Aug 20, 2024 | 18d | — |
| Aug 7, 2024 | SBUX ↗ | Starbucks Corporation - Common Stock | Purchase | Self | $15,001 - $50,000 | Aug 20, 2024 | 13d | — |
| Aug 6, 2024 | DFS ↗ | Discover Financial Services Common Stock | Sale (Full) | Self | $50,001 - $100,000 | Aug 20, 2024 | 14d | — |
| Aug 2, 2024 | MCD ↗ | McDonald's Corporation Common Stock | Purchase | Self | $1,001 - $15,000 | Aug 20, 2024 | 18d | — |
| Aug 7, 2024 | AMGN ↗ | Amgen Inc. - Common Stock | Purchase | Self | $50,001 - $100,000 | Aug 20, 2024 | 13d | — |
| Aug 6, 2024 | N/A | Cisco Systems, Inc. - Common Stock | Sale (Full) | Self | $50,001 - $100,000 | Aug 20, 2024 | 14d | — |
| Aug 1, 2024 | PFE ↗ | Pfizer, Inc. Common Stock | Sale (Full) | Self | $1,001 - $15,000 | Aug 20, 2024 | 19d | — |
| Aug 1, 2024 | LMT ↗ | Lockheed Martin Corporation Common Stock | Sale (Partial) | Self | $1,001 - $15,000 | Aug 20, 2024 | 19d | — |
| Aug 2, 2024 | MRK ↗ | Merck & Company, Inc. Common Stock | Purchase | Self | $1,001 - $15,000 | Aug 20, 2024 | 18d | — |
| Aug 7, 2024 | APD ↗ | Air Products and Chemicals, Inc. Common ... | Purchase | Self | $50,001 - $100,000 | Aug 20, 2024 | 13d | — |
| Aug 6, 2024 | KVUE ↗ | Kenvue Inc. Common Stock | Sale (Full) | Self | $1,001 - $15,000 | Aug 20, 2024 | 14d | — |
| Aug 6, 2024 | LUBYX ↗ | Lord Abbott Ultra Short Bond CL I | Sale (Full) | Self | $1,001 - $15,000 | Aug 20, 2024 | 14d | — |
| Aug 2, 2024 | ACN ↗ | Accenture plc Class A Ordinary Shares | Purchase | Self | $1,001 - $15,000 | Aug 20, 2024 | 18d | — |
| Aug 6, 2024 | BRKB ↗ | BERKSHIRE HATHAWAY INC COM USD0.0033 CLA... | Sale (Partial) | Self | $15,001 - $50,000 | Aug 20, 2024 | 14d | — |
| Aug 1, 2024 | N/A | FIDELITY MID CAP STOCK | Sale (Partial) | Spouse | $1,001 - $15,000 | Aug 20, 2024 | 19d | — |
| Aug 6, 2024 | IJR ↗ | ISHARES CORE S&P SMALL CAP E | Sale (Full) | Self | $50,001 - $100,000 | Aug 20, 2024 | 14d | — |
| Aug 2, 2024 | PG ↗ | Procter & Gamble Company | Purchase | Joint | $1,001 - $15,000 | Aug 20, 2024 | 18d | — |
| Aug 6, 2024 | IJR ↗ | ISHARES CORE S&P SMALL CAP E | Sale (Full) | Spouse | $1,001 - $15,000 | Aug 20, 2024 | 14d | — |
| Aug 1, 2024 | N/A | INVESCO QQQ TR UNIT SER 1 | Sale (Full) | Self | $15,001 - $50,000 | Aug 20, 2024 | 19d | — |
| Aug 1, 2024 | N/A | IShares Core S&P Small Cap E | Sale (Full) | Self | $1,001 - $15,000 | Aug 20, 2024 | 19d | — |
| Aug 2, 2024 | FBKWX ↗ | FIDELITY ADVISOR TOTAL BOND CL Z | Purchase | Self | $15,001 - $50,000 | Aug 20, 2024 | 18d | — |
| Aug 1, 2024 | N/A | Lord Abbott Ultra Short Bond CL I | Sale (Full) | Self | $1,001 - $15,000 | Aug 20, 2024 | 19d | — |
| Aug 6, 2024 | JPM ↗ | JP Morgan Chase & Co. Common Stock | Sale (Partial) | Self | $15,001 - $50,000 | Aug 20, 2024 | 14d | — |
| Aug 7, 2024 | QQQM ↗ | INVESCO EXCHANGE TRADED FD TR II NASDAQ ... | Purchase | Spouse | $50,001 - $100,000 | Aug 20, 2024 | 13d | — |
| Aug 6, 2024 | WMT ↗ | Walmart Inc. Common Stock | Sale (Partial) | Self | $15,001 - $50,000 | Aug 20, 2024 | 14d | — |
| Aug 1, 2024 | KVUE ↗ | Kenvue Inc. Common Stock | Sale (Full) | Spouse | $447.03 | Aug 20, 2024 | 19d | — |
| Aug 14, 2024 | SBUX ↗ | Starbucks Corporation - Common Stock | Sale (Full) | Self | $100,001 - $250,000 | Aug 20, 2024 | 6d | — |
| Aug 6, 2024 | COST ↗ | Costco Wholesale Corporation - Common St... | Sale (Partial) | Spouse | $15,001 - $50,000 | Aug 20, 2024 | 14d | — |
| Aug 6, 2024 | IVV ↗ | ISHARES CORE S&P 500 ETF | Sale (Full) | Self | $15,001 - $50,000 | Aug 20, 2024 | 14d | — |
| Aug 2, 2024 | CB ↗ | Chubb Limited Common Stock | Purchase | Self | $1,001 - $15,000 | Aug 20, 2024 | 18d | — |
| Aug 2, 2024 | SBUX ↗ | Starbucks Corporation - Common Stock | Purchase | Self | $1,001 - $15,000 | Aug 20, 2024 | 18d | — |
| Aug 2, 2024 | LSYIX ↗ | LORD ABBETT SHORT DURATION HIGH YLD I | Purchase | Self | $1,001 - $15,000 | Aug 20, 2024 | 18d | — |
| Aug 6, 2024 | NEE ↗ | NextEra Energy, Inc. Common Stock | Sale (Full) | Self | $50,001 - $100,000 | Aug 20, 2024 | 14d | — |
| Aug 6, 2024 | PFE ↗ | Pfizer, Inc. Common Stock | Sale (Full) | Self | $15,001 - $50,000 | Aug 20, 2024 | 14d | — |
| Aug 1, 2024 | AAPL ↗ | Apple Inc. - Common Stock | Sale (Partial) | Self | $1,001 - $15,000 | Aug 20, 2024 | 19d | — |
| Aug 6, 2024 | N/A | LORD ABBETT ULTRA SHORT BOND CL I | Sale (Full) | Self | $100,001 - $250,000 | Aug 20, 2024 | 14d | — |
| Aug 6, 2024 | MSFT ↗ | Microsoft Corporation - Common Stock | Sale (Partial) | Self | $15,001 - $50,000 | Aug 20, 2024 | 14d | — |
| Aug 7, 2024 | JNJ ↗ | Johnson & Johnson Common Stock | Purchase | Self | $15,001 - $50,000 | Aug 20, 2024 | 13d | — |
| Aug 1, 2024 | DFS ↗ | Discover Financial Services Common Stock | Sale (Full) | Self | $1,001 - $15,000 | Aug 20, 2024 | 19d | — |
| Aug 7, 2024 | CB ↗ | Chubb Limited Common Stock | Purchase | Self | $50,001 - $100,000 | Aug 20, 2024 | 13d | — |
| Aug 1, 2024 | WMT ↗ | Walmart Inc. Common Stock | Sale (Partial) | Self | $1,001 - $15,000 | Aug 20, 2024 | 19d | — |
| Aug 1, 2024 | COST ↗ | Costco Wholesale Corporation - Common St... | Sale (Partial) | Self | $1,001 - $15,000 | Aug 20, 2024 | 19d | — |
| Aug 1, 2024 | JPM ↗ | JP Morgan Chase & Co. Common Stock | Sale (Partial) | Self | $1,001 - $15,000 | Aug 20, 2024 | 19d | — |
| Aug 6, 2024 | FCNTX ↗ | FIDELITY CONTRAFUND | Sale (Full) | Self | $15,001 - $50,000 | Aug 20, 2024 | 14d | — |
| Aug 2, 2024 | AMGN ↗ | Amgen Inc. - Common Stock | Purchase | Self | $1,001 - $15,000 | Aug 20, 2024 | 18d | — |
| Aug 2, 2024 | PEP ↗ | Pepsico, Inc. | Purchase | Self | $1,001 - $15,000 | Aug 20, 2024 | 18d | — |
| Aug 6, 2024 | QQQ ↗ | INVESCO QQQ TR UNIT SER 1 | Sale (Full) | Self | $100,001 - $250,000 | Aug 20, 2024 | 14d | — |
| Aug 1, 2024 | GOOG ↗ | Alphabet Inc. - Class C Capital Stock | Sale (Partial) | Self | $1,001 - $15,000 | Aug 20, 2024 | 19d | — |
| Aug 7, 2024 | LSYIX ↗ | LORD ABBETT SHORT DURATION HIGH YLD I | Purchase | Self | $50,001 - $100,000 | Aug 20, 2024 | 13d | — |
| Aug 2, 2024 | GD ↗ | General Dynamics Corporation Common Stoc... | Purchase | Self | $1,001 - $15,000 | Aug 20, 2024 | 18d | — |
| Aug 6, 2024 | FQAL ↗ | FIDELITY QUALITY FACTOR ETF | Sale (Full) | Self | $15,001 - $50,000 | Aug 20, 2024 | 14d | — |
| Aug 7, 2024 | N/A | FIRST TR EXCHANGE-TRADED FD VI SMID RISI... | Purchase | Self | $50,001 - $100,000 | Aug 20, 2024 | 13d | — |
| Aug 7, 2024 | FBKWX ↗ | FIDELITY ADVISOR TOTAL BOND CL Z | Purchase | Self | $100,001 - $250,000 | Aug 20, 2024 | 13d | — |
| Aug 2, 2024 | QQQM ↗ | INVESCO EXCHANGE TRADED FD TR II NASDAQ ... | Purchase | Self | $1,001 - $15,000 | Aug 20, 2024 | 18d | — |
| Aug 7, 2024 | ACN ↗ | Accenture plc Class A Ordinary Shares | Purchase | Self | $50,001 - $100,000 | Aug 20, 2024 | 13d | — |
| Aug 2, 2024 | APD ↗ | Air Products and Chemicals, Inc. Common ... | Purchase | Self | $1,001 - $15,000 | Aug 20, 2024 | 18d | — |
| Aug 1, 2024 | BRKB ↗ | BERKSHIRE HATHAWAY INC COM USD0.0033 CLA... | Sale (Partial) | Self | $1,001 - $15,000 | Aug 20, 2024 | 19d | — |
| May 8, 2024 | BRP ↗ | The Baldwin Insurance Group, Inc. - Clas... | Sale (Partial) | Joint | $500,001 - $1,000,000 | Jun 2, 2024 | 25d | — |
| Apr 9, 2024 | BRP ↗ | BRP Group, Inc. - Class A Common Stock | Sale (Partial) | Joint | $1,001 - $15,000 | Apr 23, 2024 | 14d | — |
| Mar 21, 2024 | BRP ↗ | BRP Group, Inc. - Class A Common Stock | Sale (Partial) | Joint | $1,000,001 - $5,000,000 | Apr 23, 2024 | 33d | — |
| Sep 11, 2023 | GOOG ↗ | Alphabet Inc. - Class C Capital Stock | Sale (Partial) | Joint | $50,001 - $100,000 | Oct 12, 2023 | 31d | — |
| Sep 11, 2023 | N/A | Fidelity Money Market Fund - Premium Cla... | Sale (Full) | Joint | $50,001 - $100,000 | Oct 12, 2023 | 31d | — |
| Sep 11, 2023 | CSCO ↗ | Cisco Systems, Inc. | Sale (Partial) | Joint | $50,001 - $100,000 | Oct 12, 2023 | 31d | — |
| Sep 11, 2023 | DFS ↗ | Discover Financial Services | Sale (Full) | Joint | $15,001 - $50,000 | Oct 12, 2023 | 31d | — |
| Sep 11, 2023 | FMCSX ↗ | Fidelity Mid-Cap Stock Fund | Sale (Full) | Joint | $1,001 - $15,000 | Oct 12, 2023 | 31d | — |
| Sep 11, 2023 | MCD ↗ | McDonald's Corporation | Sale (Partial) | Joint | $15,001 - $50,000 | Oct 12, 2023 | 31d | — |
| Sep 11, 2023 | MRK ↗ | Merck & Company, Inc. Common Stock | Sale (Partial) | Joint | $15,001 - $50,000 | Oct 12, 2023 | 31d | — |
| Sep 11, 2023 | MSFT ↗ | Microsoft Corporation | Sale (Partial) | Joint | $15,001 - $50,000 | Oct 12, 2023 | 31d | — |
| Sep 11, 2023 | PEP ↗ | Pepsico, Inc. | Sale (Partial) | Joint | $15,001 - $50,000 | Oct 12, 2023 | 31d | — |
| Sep 11, 2023 | PFE ↗ | Pfizer, Inc. | Sale (Full) | Joint | $15,001 - $50,000 | Oct 12, 2023 | 31d | — |
| Sep 11, 2023 | PG ↗ | Procter & Gamble Company | Sale (Partial) | Joint | $15,001 - $50,000 | Oct 12, 2023 | 31d | — |
| Sep 11, 2023 | SBUX ↗ | Starbucks Corporation | Sale (Partial) | Joint | $1,001 - $15,000 | Oct 12, 2023 | 31d | — |
| Sep 11, 2023 | UPS ↗ | United Parcel Service, Inc. | Sale (Partial) | Joint | $15,001 - $50,000 | Oct 12, 2023 | 31d | — |
| Sep 11, 2023 | UNH ↗ | UnitedHealth Group Incorporated Common S... | Sale (Full) | Joint | $15,001 - $50,000 | Oct 12, 2023 | 31d | — |
| Sep 11, 2023 | V ↗ | Visa Inc. | Sale (Partial) | Joint | $15,001 - $50,000 | Oct 12, 2023 | 31d | — |
| Sep 11, 2023 | WMT ↗ | Walmart Inc. | Sale (Partial) | Joint | $15,001 - $50,000 | Oct 12, 2023 | 31d | — |
| Sep 11, 2023 | AAPL ↗ | Apple Inc. | Sale (Partial) | Joint | $15,001 - $50,000 | Oct 12, 2023 | 31d | — |
| Sep 11, 2023 | HD ↗ | Home Depot, Inc. | Sale (Partial) | Joint | $15,001 - $50,000 | Oct 12, 2023 | 31d | — |
| Sep 11, 2023 | BRK-B ↗ | Berkshire Hathaway Inc. New | Sale (Partial) | Joint | $15,001 - $50,000 | Oct 12, 2023 | 31d | — |
| Sep 11, 2023 | JPM ↗ | JP Morgan Chase & Co. | Sale (Partial) | Joint | $15,001 - $50,000 | Oct 12, 2023 | 31d | — |
| Sep 11, 2023 | QQQ ↗ | Invesco QQQ Trust, Series 1 | Sale (Partial) | Joint | $1,001 - $15,000 | Oct 12, 2023 | 31d | — |
| Sep 11, 2023 | IJR ↗ | iShares Core S&P Small-Cap ETF | Sale (Full) | Joint | $1,001 - $15,000 | Oct 12, 2023 | 31d | — |
| Sep 11, 2023 | JNJ ↗ | Johnson & Johnson | Sale (Partial) | Joint | $15,001 - $50,000 | Oct 12, 2023 | 31d | — |
| Apr 19, 2023 | AAPL ↗ | Apple Inc. | Sale (Partial) | Joint | $1,001 - $15,000 | May 23, 2023 | 34d | — |
| Apr 19, 2023 | CMCSA ↗ | Comcast Corporation - Class A | Purchase | Spouse | $50,001 - $100,000 | May 23, 2023 | 34d | — |
| Apr 19, 2023 | SBUX ↗ | Starbucks Corporation | Sale (Partial) | Self | $1,001 - $15,000 | May 23, 2023 | 34d | — |
| Apr 19, 2023 | N/A | LUBYX | Sale (Partial) | Self | $1,001 - $15,000 | May 23, 2023 | 34d | — |
| Apr 19, 2023 | N/A | LSYIX | Purchase | Joint | $1,001 - $15,000 | May 23, 2023 | 34d | — |
| Apr 19, 2023 | COST ↗ | Costco Wholesale Corporation | Purchase | Self | $1,001 - $15,000 | May 23, 2023 | 34d | — |
| Apr 19, 2023 | N/A | LSYIX | Purchase | Self | $50,001 - $100,000 | May 23, 2023 | 34d | — |
| Apr 19, 2023 | N/A | FCNTX | Purchase | Self | $1,001 - $15,000 | May 23, 2023 | 34d | — |
| Apr 19, 2023 | N/A | FFRHX | Purchase | Spouse | $1,001 - $15,000 | May 23, 2023 | 34d | — |
| Apr 19, 2023 | FQAL ↗ | Fidelity Quality Factor ETF | Purchase | Spouse | $1,001 - $15,000 | May 23, 2023 | 34d | — |
| Apr 19, 2023 | N/A | FMCSX | Sale (Partial) | Joint | $1,001 - $15,000 | May 23, 2023 | 34d | — |
| Apr 19, 2023 | N/A | FSKAX | Sale (Full) | Joint | $50,001 - $100,000 | May 23, 2023 | 34d | — |
| Apr 19, 2023 | N/A | FSKAX | Sale (Full) | Spouse | $1,001 - $15,000 | May 23, 2023 | 34d | — |
| Apr 19, 2023 | QQQ ↗ | Invesco QQQ Trust, Series 1 | Sale (Partial) | Joint | $1,001 - $15,000 | May 23, 2023 | 34d | — |
| Apr 19, 2023 | IJR ↗ | IShares Core S&P Small-Cap ETF | Sale (Partial) | Self | $1,001 - $15,000 | May 23, 2023 | 34d | — |
| Apr 19, 2023 | IVV ↗ | IShares Core S&P 500 ETF | Purchase | Self | $1,001 - $15,000 | May 23, 2023 | 34d | — |
| Apr 19, 2023 | CMCSA ↗ | Comcast Corporation - Class A | Purchase | Spouse | $1,001 - $15,000 | May 23, 2023 | 34d | — |
| Apr 19, 2023 | COST ↗ | Costco Wholesale Corporation | Purchase | Self | $50,001 - $100,000 | May 23, 2023 | 34d | — |
| Feb 15, 2023 | JPM ↗ | JPMorgan Chase & Co | Sale | Joint | $50,001 - $100,000 | Mar 7, 2023 | 20d | — |
| Feb 15, 2023 | CSCO ↗ | Cisco Systems Inc | Sale | Joint | $15,001 - $50,000 | Mar 7, 2023 | 20d | — |
| Feb 15, 2023 | CMCSA ↗ | Comcast Corp | Sale | Joint | $50,001 - $100,000 | Mar 7, 2023 | 20d | — |
| Feb 21, 2023 | MSFT ↗ | Microsoft Corp | Sale | Joint | $15,001 - $50,000 | Mar 7, 2023 | 14d | — |
| Feb 15, 2023 | NEE ↗ | NextEra Energy Inc | Sale | Joint | $15,001 - $50,000 | Mar 7, 2023 | 20d | — |
| Feb 15, 2023 | UPS ↗ | United Parcel Service Inc | Sale | Joint | $15,001 - $50,000 | Mar 7, 2023 | 20d | — |
| Feb 15, 2023 | UNH ↗ | Unitedhealth Group Inc | Sale | Joint | $15,001 - $50,000 | Mar 7, 2023 | 20d | — |
| Feb 15, 2023 | VZ ↗ | Verizon Communications Inc | Sale | Joint | $50,001 - $100,000 | Mar 7, 2023 | 20d | — |
| Feb 15, 2023 | AAPL ↗ | Apple Inc | Sale | Joint | $15,001 - $50,000 | Mar 7, 2023 | 20d | — |
| Feb 15, 2023 | IJR ↗ | iShares Core S&P Small-Cap ETF | Sale | Joint | $50,001 - $100,000 | Mar 7, 2023 | 20d | — |
| Feb 15, 2023 | MDT ↗ | Medtronic PLC | Sale | Joint | $50,001 - $100,000 | Mar 7, 2023 | 20d | — |
| Feb 15, 2023 | MSFT ↗ | Microsoft Corp | Sale | Joint | $15,001 - $50,000 | Mar 7, 2023 | 20d | — |
| Feb 15, 2023 | PFE ↗ | Pfizer Inc | Sale | Joint | $15,001 - $50,000 | Mar 7, 2023 | 20d | — |
| Feb 15, 2023 | PNC ↗ | The PNC Financial Services Group Inc | Sale | Joint | $15,001 - $50,000 | Mar 7, 2023 | 20d | — |
| Feb 21, 2023 | WMT ↗ | Walmart Inc | Sale | Joint | $15,001 - $50,000 | Mar 7, 2023 | 14d | — |
| Feb 15, 2023 | SBUX ↗ | Starbucks Corp | Sale | Joint | $50,001 - $100,000 | Mar 7, 2023 | 20d | — |
| Feb 15, 2023 | JPM ↗ | JP Morgan Chase & Co. | Sale (Partial) | Joint | $50,001 - $100,000 | Mar 7, 2023 | 20d | — |
| Feb 15, 2023 | QQQ ↗ | Invesco QQQ Trust Series 1 | Sale | Joint | $50,001 - $100,000 | Mar 7, 2023 | 20d | — |
| Feb 21, 2023 | QQQ ↗ | Invesco QQQ Trust Series 1 | Sale | Joint | $1,001 - $15,000 | Mar 7, 2023 | 14d | — |
| Feb 15, 2023 | BRK-B ↗ | Berkshire Hathaway Inc. New | Sale (Partial) | Joint | $50,001 - $100,000 | Mar 7, 2023 | 20d | — |
| Feb 21, 2023 | BRK-A ↗ | Berkshire Hathaway Inc. | Sale (Partial) | Joint | $15,001 - $50,000 | Mar 7, 2023 | 14d | — |
| Sep 13, 2022 | MDT ↗ | Medtronic plc. Ordinary Shares | Purchase | Self | $15,001 - $50,000 | Oct 11, 2022 | 28d | — |
| Sep 13, 2022 | IVW ↗ | iShares S&P 500 Growth ETF | Purchase | Self | $1,001 - $15,000 | Oct 11, 2022 | 28d | — |
| Sep 13, 2022 | FCNTX ↗ | Fidelity Contrafund | Purchase | Self | $1,001 - $15,000 | Oct 11, 2022 | 28d | — |
| Sep 13, 2022 | ONEQ ↗ | Fidelity Nasdaq Composite Index ETF | Purchase | Spouse | $1,001 - $15,000 | Oct 11, 2022 | 28d | — |
| Sep 9, 2022 | HD ↗ | Home Depot, Inc. | Purchase | Spouse | $1,001 - $15,000 | Oct 11, 2022 | 32d | — |
| Sep 12, 2022 | LMT ↗ | Lockheed Martin Corporation | Purchase | Self | $50,001 - $100,000 | Oct 11, 2022 | 29d | — |
| Sep 12, 2022 | LMT ↗ | Lockheed Martin Corporation | Purchase | Self | $1,001 - $15,000 | Oct 11, 2022 | 29d | — |
| Sep 9, 2022 | LUBYX ↗ | Lord Abbett Ultra Short Bond CL I | Purchase | Self | $100,001 - $250,000 | Oct 11, 2022 | 32d | — |
| Sep 9, 2022 | LUBYX ↗ | Lord Abbett Ultra Short Bond CL I | Purchase | Spouse | $1,001 - $15,000 | Oct 11, 2022 | 32d | — |
| Sep 13, 2022 | MDT ↗ | Medtronic plc. Ordinary Shares | Purchase | Self | $1,001 - $15,000 | Oct 11, 2022 | 28d | — |
| Sep 13, 2022 | MSFT ↗ | Microsoft Corporation | Purchase | Self | $15,001 - $50,000 | Oct 11, 2022 | 28d | — |
| Sep 9, 2022 | SBUX ↗ | Starbucks Corporation | Purchase | Self | $15,001 - $50,000 | Oct 11, 2022 | 32d | — |
| Sep 9, 2022 | LUBYX ↗ | Lord Abbett Ultra Short Bond CL I | Purchase | Self | $15,001 - $50,000 | Oct 11, 2022 | 32d | — |
| Sep 9, 2022 | HD ↗ | Home Depot, Inc. | Purchase | Self | $15,001 - $50,000 | Oct 11, 2022 | 32d | — |
| Sep 8, 2022 | FBKWX ↗ | Fidelity Advisor Total Bond CL Z | Sale (Full) | Self | $100,001 - $250,000 | Oct 11, 2022 | 33d | — |
| Sep 13, 2022 | CSCO ↗ | Cisco Systems, Inc. | Purchase | Spouse | $1,001 - $15,000 | Oct 11, 2022 | 28d | — |
| Sep 13, 2022 | CSCO ↗ | Cisco Systems, Inc. | Purchase | Spouse | $15,001 - $50,000 | Oct 11, 2022 | 28d | — |
| Sep 9, 2022 | FBKWX ↗ | Fidelity Advisor Total Bond CL Z | Sale (Full) | Self | $1,001 - $15,000 | Oct 11, 2022 | 32d | — |
| Sep 8, 2022 | FBKWX ↗ | Fidelity Advisor Total Bond CL Z | Sale (Full) | Self | $15,001 - $50,000 | Oct 11, 2022 | 33d | — |
| Sep 13, 2022 | WMT ↗ | Walmart Inc. | Purchase | Self | $15,001 - $50,000 | Oct 11, 2022 | 28d | — |
| Sep 13, 2022 | WMT ↗ | Walmart Inc. | Purchase | Self | $1,001 - $15,000 | Oct 11, 2022 | 28d | — |
| Sep 9, 2022 | SBUX ↗ | Starbucks Corporation | Purchase | Self | $1,001 - $15,000 | Oct 11, 2022 | 32d | — |
| Mar 10, 2022 | SBUX ↗ | Starbucks Corp | Purchase | Joint | $15,001 - $50,000 | Apr 8, 2022 | 29d | — |
| Mar 10, 2022 | V ↗ | Visa Inc | Purchase | Joint | $15,001 - $50,000 | Apr 8, 2022 | 29d | — |
| Mar 11, 2022 | WMT ↗ | Walmart Inc | Purchase | Joint | $15,001 - $50,000 | Apr 8, 2022 | 28d | — |
| Mar 21, 2022 | BRK-B ↗ | Berkshire Hathaway Inc | Purchase | Joint | $100,001 - $250,000 | Apr 8, 2022 | 18d | — |
| Mar 11, 2022 | UHG ↗ | United Health Corp | Purchase | Joint | $15,001 - $50,000 | Apr 8, 2022 | 28d | — |
| Mar 10, 2022 | PNC ↗ | PNC Financial Services Group | Purchase | Joint | $15,001 - $50,000 | Apr 8, 2022 | 29d | — |
| Mar 11, 2022 | UHG ↗ | United Health Group Inc | Purchase | Self | $15,001 - $50,000 | Apr 8, 2022 | 28d | — |
| Mar 21, 2022 | MSFT ↗ | Microsoft Corp | Purchase | Joint | $100,001 - $250,000 | Apr 8, 2022 | 18d | — |
| Mar 21, 2022 | JPM ↗ | JP Morgan Chase & Co | Purchase | Joint | $100,001 - $250,000 | Apr 8, 2022 | 18d | — |
| Mar 21, 2022 | QQQ ↗ | Invesco QQQ Trust Unit | Purchase | Joint | $100,001 - $250,000 | Apr 8, 2022 | 18d | — |
| Mar 21, 2022 | CMCSA ↗ | Comcast Corp | Purchase | Joint | $100,001 - $250,000 | Apr 8, 2022 | 18d | — |
| Mar 21, 2022 | GOOGL ↗ | Alphabet Inc | Purchase | Joint | $15,001 - $50,000 | Apr 8, 2022 | 18d | — |
| Mar 21, 2022 | AAPL ↗ | Apple Inc | Purchase | Joint | $15,001 - $50,000 | Apr 8, 2022 | 18d | — |
| Mar 10, 2022 | AEP ↗ | American Electric Power Co | Sale (Full) | Joint | $15,001 - $50,000 | Apr 8, 2022 | 29d | — |
| Mar 21, 2022 | CSCO ↗ | Cisco Systems Inc | Purchase | Joint | $100,001 - $250,000 | Apr 8, 2022 | 18d | — |
| Mar 11, 2022 | VZ ↗ | Verizon Communications Inc | Purchase | Self | $1,001 - $15,000 | Apr 8, 2022 | 28d | — |
| Mar 21, 2022 | SBUX ↗ | Starbucks Corp | Purchase | Joint | $50,001 - $100,000 | Apr 8, 2022 | 18d | — |
| Mar 10, 2022 | DIS ↗ | Discover Financial Services | Purchase | Joint | $15,001 - $50,000 | Apr 8, 2022 | 29d | — |
| Mar 15, 2022 | MDT ↗ | Medtronic PLC | Purchase | Joint | $15,001 - $50,000 | Apr 8, 2022 | 24d | — |
| Mar 15, 2022 | VZ ↗ | Verizon Communications | Purchase | Joint | $15,001 - $50,000 | Apr 8, 2022 | 24d | — |
| Mar 21, 2022 | VZ ↗ | Verizon Communications | Purchase | Joint | $15,001 - $50,000 | Apr 8, 2022 | 18d | — |
| Mar 10, 2022 | AEP ↗ | American Electric Power Co | Sale (Full) | Self | $100,001 - $250,000 | Apr 8, 2022 | 29d | — |
| Apr 27, 2021 | BRP ↗ | BRP group, Inc. - Class A | Sale (Full) | Self | $1,000,001 - $5,000,000 | Mar 3, 2022 | 310d | — |
| Sep 17, 2021 | FSKAX ↗ | Fidelity Total Market Index Fund | Purchase | Self | $50,001 - $100,000 | Oct 20, 2021 | 33d | — |
| Sep 17, 2021 | FSKAX ↗ | Fidelity Total Market Index Fund | Purchase | Self | $1,001 - $15,000 | Oct 20, 2021 | 33d | — |
| Sep 17, 2021 | FEPAX ↗ | Fidelity Advisor Total Bond Class Z | Purchase | Self | $1,001 - $15,000 | Oct 20, 2021 | 33d | — |
| Jun 8, 2021 | OGN ↗ | Organon & Co | Sale (Full) | Self | $1,001 - $15,000 | Jun 15, 2021 | 7d | — |
| Jun 8, 2021 | OGN ↗ | Organon & Co | Sale (Full) | Joint | $1,001 - $15,000 | Jun 15, 2021 | 7d | — |
| May 20, 2021 | T ↗ | AT&T Inc Common Stock | Sale (Partial) | Self | $1,000 - $15,000 | Jun 8, 2021 | 19d | — |
| May 20, 2021 | DFS ↗ | Discover Financial Services Common Stock | Sale (Partial) | Self | $15,000 - $50,000 | Jun 8, 2021 | 19d | — |
| May 20, 2021 | VTRS ↗ | Viatris Inc Common Stock | Sale (Full) | Joint | $15,000 - $50,000 | Jun 8, 2021 | 19d | — |
| May 20, 2021 | VTRA ↗ | Viatris Inc Common Stock | Sale (Full) | Joint | $1,000 - $15,000 | Jun 8, 2021 | 19d | — |
| May 20, 2021 | VTRS ↗ | Viatris Inc Common Stock | Sale (Full) | Self | $1,000 - $15,000 | Jun 8, 2021 | 19d | — |
| May 20, 2021 | T ↗ | AT&T | Sale (Full) | Self | $15,000 - $50,000 | Jun 8, 2021 | 19d | — |
| May 20, 2021 | DFS ↗ | Discover Financial Services Common Stock | Sale (Full) | Self | $1,000 - $15,000 | Jun 8, 2021 | 19d | — |
| May 20, 2021 | VTRS ↗ | Viatris Inc Common Stock | Sale (Full) | Self | $100,001 - $250,000 | Jun 8, 2021 | 19d | — |
| Apr 27, 2021 | BRP ↗ | BRP group, Inc. - Class A | Sale (Full) | Self | $1,000,001 - $5,000,000 | Jun 1, 2021 | 35d | — |
| Apr 27, 2021 | BRP ↗ | BRP Group Inc Common Class A | Sale (Full) | Self | $1,000,000 - $5,000,000 | May 20, 2021 | 23d | — |
| Feb 11, 2021 | BRP ↗ | BRP group, Inc. - Class A | Exchange | Joint | $1,000,001 - $5,000,000 | Mar 26, 2021 | 43d | — |