Rick W. Allen
house Republican GA
A000372
298 trades tracked · 217 spouse · 193 late filings · avg lag 688.9d
Official site ↗Committees
- House Committee on Energy and Commerce
- House Committee on Education and Workforce
- HSIF02
- HSIF03
- HSIF16
- HSED02
Est. volume
$12,159,500
Range midpoints
Buys / Sells
171 / 127
Spouse share
72.8%
Late (>45d)
193
| Tx Date | Ticker | Asset | Type | Owner | Amount | Disclosed | Lag |
|---|---|---|---|---|---|---|---|
| Jul 14, 2026 | AVGO ↗ | Broadcom Inc. - Common Stock | Purchase | Spouse | $1,001 - $15,000 | Aug 19, 2026 | 36d |
| Jul 14, 2026 | ABT ↗ | Abbott Laboratories Common Stock | Sale (Full) | Spouse | $15,001 - $50,000 | Aug 19, 2026 | 36d |
| Jul 14, 2026 | AMD ↗ | Advanced Micro Devices, Inc. | Purchase | Spouse | $1,001 - $15,000 | Aug 19, 2026 | 36d |
| Jul 13, 2026 | ABT ↗ | Abbott Laboratories Common Stock | Sale (Full) | Spouse | $15,001 - $50,000 | Aug 19, 2026 | 37d |
| Jul 13, 2026 | AMD ↗ | Advanced Micro Devices, Inc. | Purchase | Spouse | $1,001 - $15,000 | Aug 19, 2026 | 37d |
| Jul 13, 2026 | AVGO ↗ | Broadcom Inc. - Common Stock | Purchase | Spouse | $1,001 - $15,000 | Aug 19, 2026 | 37d |
| Jul 14, 2026 | AVGO ↗ | Broadcom Inc | Purchase | Spouse | $1,001 - $15,000 | Aug 19, 2026 | 36d |
| Jul 14, 2026 | AMD ↗ | Advanced Micro Devices Inc | Purchase | Spouse | $1,001 - $15,000 | Aug 19, 2026 | 36d |
| Jul 14, 2026 | ABT ↗ | Abbott Laboratories | Sale | Spouse | $15,001 - $50,000 | Aug 19, 2026 | 36d |
| Jun 10, 2026 | INTU ↗ | Intuit Inc | Sale | Spouse | $15,001 - $50,000 | Jul 16, 2026 | 36d |
| May 8, 2026 | AXP ↗ | American Express Co | Purchase | Spouse | $1,001 - $15,000 | Jun 17, 2026 | 40d |
| May 8, 2026 | TSM ↗ | Taiwan Semiconductor Manufacturing Co Lt... | Purchase | Spouse | $1,001 - $15,000 | Jun 17, 2026 | 40d |
| May 8, 2026 | ACN ↗ | Accenture PLC | Sale | Spouse | $15,001 - $50,000 | Jun 17, 2026 | 40d |
| Apr 16, 2026 | INTU ↗ | Intuit Inc | Sale | Spouse | $15,001 - $50,000 | Jun 8, 2026 | 53d |
| Apr 15, 2026 | AMP ↗ | Ameriprise Financial Inc | Sale | Spouse | $50,001 - $100,000 | Jun 8, 2026 | 54d |
| Apr 16, 2026 | PG ↗ | The Procter & Gamble Co | Sale | Spouse | $15,001 - $50,000 | Jun 8, 2026 | 53d |
| Apr 16, 2026 | SPGI ↗ | S&P Global Inc | Sale | Spouse | $15,001 - $50,000 | Jun 8, 2026 | 53d |
| Apr 16, 2026 | ABT ↗ | Abbott Laboratories | Sale | Spouse | $15,001 - $50,000 | Jun 8, 2026 | 53d |
| Feb 18, 2026 | N/A | US Treasury Note 4% DUE 7/31/29 | Purchase | Self | $50,001 - $100,000 | Mar 11, 2026 | 21d |
| Feb 19, 2026 | TSM ↗ | Taiwan Semiconductor Manufacturing Compa... | Purchase | Spouse | $1,001 - $15,000 | Mar 11, 2026 | 20d |
| Feb 18, 2026 | INTU ↗ | Intuit Inc. - Common Stock | Sale (Full) | Spouse | $15,001 - $50,000 | Mar 11, 2026 | 21d |
| Feb 19, 2026 | KMI ↗ | Kinder Morgan, Inc. Common Stock | Purchase | Spouse | $1,001 - $15,000 | Mar 11, 2026 | 20d |
| Feb 19, 2026 | INTU ↗ | Intuit Inc. - Common Stock | Sale (Full) | Spouse | $1,001 - $15,000 | Mar 11, 2026 | 20d |
| Jan 26, 2026 | N/A | US Treasury Note 3.5% DUE 01/31/28 | Purchase | Self | $100,001 - $250,000 | Feb 17, 2026 | 22d |
| Jan 14, 2026 | SPGI ↗ | S&P Global Inc. Common Stock | Purchase | Spouse | $15,001 - $50,000 | Feb 17, 2026 | 34d |
| Jan 14, 2026 | PAYX ↗ | Paychex, Inc. - Common Stock | Sale (Full) | Spouse | $15,001 - $50,000 | Feb 17, 2026 | 34d |
| Jan 14, 2026 | AWK ↗ | American Water Works Company, Inc. Commo... | Sale (Full) | Spouse | $50,001 - $100,000 | Feb 17, 2026 | 34d |
| Dec 12, 2025 | NFLX ↗ | Netflix Inc | Sale | Spouse | $1,001 - $15,000 | Jan 16, 2026 | 35d |
| Dec 12, 2025 | FERG ↗ | Ferguson PLC | Purchase | Spouse | $15,001 - $50,000 | Jan 16, 2026 | 35d |
| Oct 10, 2025 | CHD ↗ | Church & Dwight Co Inc | Sale | Spouse | $15,001 - $50,000 | Nov 14, 2025 | 35d |
| Sep 12, 2025 | ACN ↗ | Accenture PLC | Sale | Spouse | $1,001 - $15,000 | Oct 8, 2025 | 26d |
| Aug 19, 2025 | ACN ↗ | Accenture PLC | Sale | Spouse | $1,001 - $15,000 | Sep 15, 2025 | 27d |
| Aug 19, 2025 | ATO ↗ | Atmos Energy Corp | Purchase | Spouse | $15,001 - $50,000 | Sep 15, 2025 | 27d |
| Jul 10, 2025 | SCHW ↗ | Schwab (Charles) Corp | Purchase | Spouse | $15,001 - $50,000 | Aug 12, 2025 | 33d |
| Jun 20, 2025 | INTU ↗ | Intuit Inc | Purchase | Spouse | $1,001 - $15,000 | Jul 16, 2025 | 26d |
| May 16, 2025 | TMO ↗ | Thermo Fisher Scientific Inc | Sale | Spouse | $15,001 - $50,000 | Jun 19, 2025 | 34d |
| May 16, 2025 | NFLX ↗ | Netflix Inc | Purchase | Spouse | $15,001 - $50,000 | Jun 19, 2025 | 34d |
| Apr 11, 2025 | TMO ↗ | Thermo Fisher Scientific Inc | Sale | Spouse | $15,001 - $50,000 | May 16, 2025 | 35d |
| Feb 26, 2025 | N/A | US Treasury Bill - Due 12/15/26 4.375% -... | Purchase | Spouse | $50,001 - $100,000 | Mar 12, 2025 | 14d |
| Jan 17, 2025 | AZO ↗ | AutoZone Inc | Purchase | Spouse | $15,001 - $50,000 | Feb 21, 2025 | 35d |
| Dec 3, 2024 | N/A | US TREASU NOTE 4.375% DUE 12/15/26 | Purchase | Spouse | $100,001 - $250,000 | Jan 16, 2025 | 44d |
| Dec 3, 2024 | N/A | US TREASURY NOTE 4.25% DUE 12/31/25 | Purchase | Self | $50,001 - $100,000 | Jan 16, 2025 | 44d |
| Dec 3, 2024 | N/A | US TREASURY BILL DUE 03/20/25 | Purchase | Self | $15,001 - $50,000 | Jan 16, 2025 | 44d |
| Dec 12, 2024 | ROL ↗ | Rollins, Inc. Common Stock | Purchase | Spouse | $15,001 - $50,000 | Jan 16, 2025 | 35d |
| Oct 9, 2024 | N/A | US Treasury Bill 91282CJR3 | Purchase | Spouse | $100,001 - $250,000 | Nov 14, 2024 | 36d |
| Sep 12, 2024 | SCHW ↗ | Schwab (Charles) Corp | Sale | Spouse | $15,001 - $50,000 | Oct 21, 2024 | 39d |
| Sep 12, 2024 | SCHW ↗ | Charles Schwab Corporation | Sale (Full) | Spouse | $15,001 - $50,000 | Oct 18, 2024 | 36d |
| Sep 13, 2024 | N/A | US Treasury Bill 912797HP5 | Sale (Full) | Self | $100,001 - $250,000 | Oct 18, 2024 | 35d |
| Aug 26, 2024 | N/A | US Treasury Bill 912797HP5 | Sale (Full) | Self | $50,001 - $100,000 | Sep 20, 2024 | 25d |
| Aug 14, 2024 | DE ↗ | Deere & Company Common Stock | Sale (Full) | Spouse | $1,001 - $15,000 | Sep 20, 2024 | 37d |
| Jul 16, 2024 | JNJ ↗ | Johnson & Johnson Common Stock | Sale (Full) | Spouse | $15,001 - $50,000 | Aug 8, 2024 | 23d |
| Jul 16, 2024 | AZO ↗ | AutoZone, Inc. Common Stock | Purchase | Spouse | $15,001 - $50,000 | Aug 8, 2024 | 23d |
| Jun 13, 2024 | JNJ ↗ | Johnson & Johnson Common Stock | Sale (Full) | Spouse | $15,001 - $50,000 | Jul 10, 2024 | 27d |
| Jun 25, 2024 | N/A | US Treasury Bill 912797JR9 | Purchase | Self | $250,001 - $500,000 | Jul 10, 2024 | 15d |
| Jun 25, 2024 | N/A | US Treasury Bill 912797HP5 | Purchase | Self | $250,001 - $500,000 | Jul 10, 2024 | 15d |
| May 20, 2024 | SBUX ↗ | Starbucks Corporation - Common Stock | Sale (Full) | Spouse | $15,001 - $50,000 | Jun 21, 2024 | 32d |
| May 20, 2024 | CTAS ↗ | Cintas Corporation - Common Stock | Purchase | Spouse | $1,001 - $15,000 | Jun 21, 2024 | 32d |
| Apr 2, 2024 | N/A | US Treasury Bill Due 3/20/2025 | Purchase | Self | $1,001 - $15,000 | May 14, 2024 | 42d |
| Apr 9, 2024 | AMP ↗ | Ameriprise Financial, Inc. Common Stock | Purchase | Spouse | $50,001 - $100,000 | May 14, 2024 | 35d |
| Apr 23, 2024 | N/A | US Treasury Bill DUE 09/15/25 | Purchase | Spouse | $15,001 - $50,000 | May 14, 2024 | 21d |
| Jan 11, 2024 | N/A | US Treasury Bill 912797GD3 | Sale (Full) | Self | $15,001 - $50,000 | Feb 16, 2024 | 36d |
| Jan 17, 2024 | BLK ↗ | BlackRock, Inc. Common Stock | Sale (Full) | Spouse | $50,001 - $100,000 | Feb 16, 2024 | 30d |
| Jan 11, 2024 | N/A | US Treasury Bill 912797LL9 | Sale (Full) | Self | $50,001 - $100,000 | Feb 16, 2024 | 36d |
| Nov 16, 2023 | N/A | US Treasury Bill 912797FH5 | Purchase | Spouse | $15,001 - $50,000 | Dec 19, 2023 | 33d |
| Nov 16, 2023 | N/A | US Treasury Bill 912797LL9 | Purchase | Spouse | $15,001 - $50,000 | Dec 19, 2023 | 33d |
| Nov 16, 2023 | N/A | US Treasury Bill 912797GD3 | Purchase | Spouse | $15,001 - $50,000 | Dec 19, 2023 | 33d |
| Oct 10, 2023 | SCHW ↗ | The Charles Schwab Corporation Depositar... | Purchase | Self | $15,001 - $50,000 | Nov 16, 2023 | 37d |
| Oct 13, 2023 | ATVI ↗ | Activision Blizzard Inc | Sale | Self | $15,001 - $50,000 | Nov 16, 2023 | 34d |
| Oct 10, 2023 | N/A | Schwab (Charles) Corp | Purchase | Spouse | $15,001 - $50,000 | Nov 16, 2023 | 37d |
| Oct 3, 2023 | N/A | US Treasury Bill 912797GD3 | Purchase | Self | $15,001 - $50,000 | Nov 16, 2023 | 44d |
| Oct 13, 2023 | ATVI ↗ | Activision Blizzard Inc | Sale | Spouse | $1,001 - $15,000 | Nov 16, 2023 | 34d |
| Sep 26, 2023 | N/A | US TREASURY NOTE DUE 12/31/23 | Purchase | Self | $15,001 - $50,000 | Oct 5, 2023 | 9d |
| Sep 26, 2023 | N/A | US TREASURY NOTE DUE 3/21/24 | Purchase | Self | $50,001 - $100,000 | Oct 5, 2023 | 9d |
| Sep 26, 2023 | N/A | US TREASURY NOTE | Purchase | Self | $50,001 - $100,000 | Oct 5, 2023 | 9d |
| Aug 31, 2023 | SCHW ↗ | The Charles Schwab Corporation Depositar... | Purchase | Self | $15,001 - $50,000 | Sep 8, 2023 | 8d |
| Aug 31, 2023 | N/A | Schwab (Charles) Corp | Purchase | Spouse | $15,001 - $50,000 | Sep 8, 2023 | 8d |
| Mar 23, 2017 | BBT ↗ | BB&T Corporation | Sale (Full) | Spouse | $1,001 - $15,000 | Aug 10, 2023 | 2331d |
| Oct 17, 2019 | ACN ↗ | Accenture plc Class A Ordinary Shares | Sale (Full) | Spouse | $15,001 - $50,000 | Aug 10, 2023 | 1393d |
| Apr 9, 2019 | FDX ↗ | FedEx Corporation | Sale (Full) | Spouse | $1,001 - $15,000 | Aug 10, 2023 | 1584d |
| Mar 10, 2021 | NEE ↗ | NextEra Energy, Inc. | Purchase | Spouse | $1,001 - $15,000 | Aug 10, 2023 | 883d |
| Aug 27, 2019 | PAYX ↗ | Paychex, Inc. | Purchase | Spouse | $15,001 - $50,000 | Aug 10, 2023 | 1444d |
| Aug 18, 2022 | CB ↗ | Chubb Limited | Purchase | Spouse | $15,001 - $50,000 | Aug 10, 2023 | 357d |
| Mar 10, 2021 | CHD ↗ | Church & Dwight Company, Inc. | Sale (Full) | Spouse | $15,001 - $50,000 | Aug 10, 2023 | 883d |
| Apr 15, 2020 | DIS ↗ | Walt Disney Company | Sale (Full) | Spouse | $15,001 - $50,000 | Aug 10, 2023 | 1212d |
| May 13, 2021 | ACN ↗ | Accenture plc Class A Ordinary Shares | Purchase | Spouse | $50,001 - $100,000 | Aug 10, 2023 | 819d |
| May 4, 2021 | ALB ↗ | Albemarle Corporation | Purchase | Self | $15,001 - $50,000 | Aug 10, 2023 | 828d |
| Jan 25, 2022 | SBUX ↗ | Starbucks Corporation | Sale (Full) | Spouse | $1,001 - $15,000 | Aug 10, 2023 | 562d |
| Sep 10, 2019 | SHW ↗ | Sherwin-Williams Company | Purchase | Spouse | $50,001 - $100,000 | Aug 10, 2023 | 1430d |
| Feb 21, 2020 | SSB ↗ | South State Corporation | Sale (Partial) | Spouse | $50,001 - $100,000 | Aug 10, 2023 | 1266d |
| Jan 13, 2021 | SSB ↗ | SouthState Corporation | Sale (Partial) | Spouse | $50,001 - $100,000 | Aug 10, 2023 | 939d |
| Jun 9, 2021 | SSB ↗ | SouthState Corporation | Sale (Partial) | Spouse | $15,001 - $50,000 | Aug 10, 2023 | 792d |
| Jan 29, 2018 | CCL ↗ | Carnival Corporation | Purchase | Self | $1,001 - $15,000 | Aug 10, 2023 | 2019d |
| Jul 2, 2020 | CB ↗ | Chubb Limited | Purchase | Spouse | $15,001 - $50,000 | Aug 10, 2023 | 1134d |
| Nov 16, 2020 | CB ↗ | Chubb Limited | Purchase | Spouse | $15,001 - $50,000 | Aug 10, 2023 | 997d |
| Jan 25, 2021 | CHD ↗ | Church & Dwight Company, Inc. | Purchase | Spouse | $15,001 - $50,000 | Aug 10, 2023 | 927d |
| May 22, 2019 | SSB ↗ | SouthState Corporation | Sale (Partial) | Self | $15,001 - $50,000 | Aug 10, 2023 | 1541d |
| Jan 25, 2019 | UTX ↗ | United Technologies Corporation | Sale (Full) | Spouse | $1,001 - $15,000 | Aug 10, 2023 | 1658d |
| Oct 7, 2022 | N/A | US TREASURY BILL DUE 3/23/23 | Purchase | Spouse | $15,001 - $50,000 | Aug 10, 2023 | 307d |
| Aug 19, 2022 | N/A | US TREASURY BILL DUE 7/13/23 | Purchase | Spouse | $15,001 - $50,000 | Aug 10, 2023 | 356d |
| Aug 18, 2022 | N/A | US TREASURY BILL DUE 7/13/23 | Purchase | Spouse | $100,001 - $250,000 | Aug 10, 2023 | 357d |
| Jul 2, 2020 | SBUX ↗ | Starbucks Corporation | Sale (Full) | Spouse | $1,001 - $15,000 | Aug 10, 2023 | 1134d |
| Feb 9, 2022 | SSB ↗ | SouthState Corporation | Sale (Partial) | Spouse | $50,001 - $100,000 | Aug 10, 2023 | 547d |
| Feb 10, 2022 | DIS ↗ | Walt Disney Company | Sale (Partial) | Spouse | $15,001 - $50,000 | Aug 10, 2023 | 546d |
| Mar 14, 2022 | DIS ↗ | Walt Disney Company | Purchase | Spouse | $15,001 - $50,000 | Aug 10, 2023 | 514d |
| Nov 30, 2017 | DIS ↗ | Walt Disney Company | Purchase | Spouse | $1,001 - $15,000 | Aug 10, 2023 | 2079d |
| Jan 13, 2022 | WM ↗ | Waste Management, Inc. | Purchase | Spouse | $15,001 - $50,000 | Aug 10, 2023 | 574d |
| May 5, 2022 | SSB ↗ | SouthState Corporation | Sale (Partial) | Spouse | $50,001 - $100,000 | Aug 10, 2023 | 462d |
| Feb 26, 2021 | FCX ↗ | Freeport-McMoRan, Inc. | Purchase | Spouse | $1,001 - $15,000 | Aug 10, 2023 | 895d |
| Nov 20, 2018 | TEL ↗ | TE Connectivity Ltd. New Switzerland Reg... | Sale (Full) | Spouse | $1,001 - $15,000 | Aug 10, 2023 | 1724d |
| Nov 30, 2017 | TEL ↗ | TE Connectivity Ltd. New Switzerland Reg... | Purchase | Spouse | $1,001 - $15,000 | Aug 10, 2023 | 2079d |
| Feb 7, 2018 | CI ↗ | The Cigna Group | Sale (Full) | Spouse | $15,001 - $50,000 | Aug 10, 2023 | 2010d |
| Mar 10, 2022 | TMO ↗ | Thermo Fisher Scientific Inc | Purchase | Spouse | $15,001 - $50,000 | Aug 10, 2023 | 518d |
| Mar 10, 2021 | TMO ↗ | Thermo Fisher Scientific Inc | Purchase | Spouse | $15,001 - $50,000 | Aug 10, 2023 | 883d |
| May 23, 2022 | N/A | US TREASURY BILL DUE 9/15/22 | Purchase | Spouse | $100,001 - $250,000 | Aug 10, 2023 | 444d |
| Mar 25, 2022 | N/A | US TREASURY BILL DUE 9/15/22 | Purchase | Spouse | $15,001 - $50,000 | Aug 10, 2023 | 503d |
| Sep 16, 2022 | N/A | US Treasury Bill Due 9/7/23 | Purchase | Spouse | $15,001 - $50,000 | Aug 10, 2023 | 328d |
| Feb 3, 2020 | N/A | US TREASURY BILL20U S T BILL DUE 07/23/2... | Purchase | Spouse | $15,001 - $50,000 | Aug 10, 2023 | 1284d |
| Jul 17, 2023 | N/A | US TREASURY BILL24U S T BILL DUE 07/11/2... | Purchase | Spouse | $15,001 - $50,000 | Aug 10, 2023 | 24d |
| Jan 26, 2021 | VZ ↗ | Verizon Communications Inc. | Sale (Full) | Self | $50,001 - $100,000 | Aug 10, 2023 | 926d |
| Nov 30, 2017 | MRK ↗ | Merck & Company, Inc. Common Stock | Sale (Full) | Self | $1,001 - $15,000 | Aug 10, 2023 | 2079d |
| Aug 27, 2019 | MSFT ↗ | Microsoft Corporation | Purchase | Self | $15,001 - $50,000 | Aug 10, 2023 | 1444d |
| Jan 25, 2021 | PYPL ↗ | PayPal Holdings, Inc. | Purchase | Spouse | $15,001 - $50,000 | Aug 10, 2023 | 927d |
| Jul 15, 2021 | PYPL ↗ | PayPal Holdings, Inc. | Purchase | Spouse | $15,001 - $50,000 | Aug 10, 2023 | 756d |
| Feb 10, 2021 | SSB ↗ | South State Corporation | Sale (Partial) | Spouse | $15,001 - $50,000 | Aug 10, 2023 | 911d |
| May 13, 2021 | SSB ↗ | South State Corporation | Sale (Partial) | Spouse | $15,001 - $50,000 | Aug 10, 2023 | 819d |
| Sep 10, 2019 | SSB ↗ | SouthState Corporation | Sale (Partial) | Spouse | $15,001 - $50,000 | Aug 10, 2023 | 1430d |
| Sep 12, 2019 | SSB ↗ | SouthState Corporation | Sale (Partial) | Self | $15,001 - $50,000 | Aug 10, 2023 | 1428d |
| Feb 28, 2020 | SBUX ↗ | Starbucks Corporation | Purchase | Spouse | $15,001 - $50,000 | Aug 10, 2023 | 1259d |
| Jan 25, 2021 | TMO ↗ | Thermo Fisher Scientific Inc | Purchase | Spouse | $15,001 - $50,000 | Aug 10, 2023 | 927d |
| Oct 7, 2022 | N/A | US TREASURY BILL DUE 10/5/23 | Purchase | Spouse | $15,001 - $50,000 | Aug 10, 2023 | 307d |
| Mar 14, 2023 | PFE ↗ | Pfizer, Inc. | Sale (Full) | Spouse | $15,001 - $50,000 | Aug 10, 2023 | 149d |
| Feb 21, 2020 | PSX ↗ | Phillips 66 | Purchase | Spouse | $15,001 - $50,000 | Aug 10, 2023 | 1266d |
| Apr 15, 2020 | PSX ↗ | Phillips 66 | Sale (Full) | Spouse | $15,001 - $50,000 | Aug 10, 2023 | 1212d |
| Apr 17, 2020 | PG ↗ | Procter & Gamble Company | Purchase | Spouse | $15,001 - $50,000 | Aug 10, 2023 | 1210d |
| Jan 29, 2018 | PG ↗ | Procter & Gamble Company | Sale (Full) | Spouse | $1,001 - $15,000 | Aug 10, 2023 | 2019d |
| Feb 13, 2017 | O ↗ | Realty Income Corporation | Sale (Full) | Spouse | $15,001 - $50,000 | Aug 10, 2023 | 2369d |
| Feb 18, 2021 | SSB ↗ | South State Corporation | Sale (Partial) | Self | $15,001 - $50,000 | Aug 10, 2023 | 903d |
| Feb 16, 2022 | SSB ↗ | SouthState Corporation | Sale (Partial) | Spouse | $50,001 - $100,000 | Aug 10, 2023 | 540d |
| Apr 4, 2022 | SSB ↗ | SouthState Corporation | Sale (Partial) | Spouse | $50,001 - $100,000 | Aug 10, 2023 | 493d |
| Feb 28, 2020 | INTU ↗ | Intuit Inc. | Purchase | Spouse | $15,001 - $50,000 | Aug 10, 2023 | 1259d |
| Aug 29, 2019 | INTU ↗ | Intuit Inc. | Purchase | Spouse | $50,001 - $100,000 | Aug 10, 2023 | 1442d |
| Oct 2, 2019 | JNJ ↗ | Johnson & Johnson | Purchase | Self | $1,001 - $15,000 | Aug 10, 2023 | 1408d |
| May 4, 2021 | JNJ ↗ | Johnson & Johnson | Purchase | Self | $15,001 - $50,000 | Aug 10, 2023 | 828d |
| Jan 25, 2021 | KMB ↗ | Kimberly-Clark Corporation | Sale (Full) | Spouse | $15,001 - $50,000 | Aug 10, 2023 | 927d |
| Aug 29, 2019 | RDS-B ↗ | Royal Dutch Shell PLC Royal Dutch Shell ... | Purchase | Spouse | $50,001 - $100,000 | Aug 10, 2023 | 1442d |
| May 14, 2020 | MAR ↗ | Marriott International - Class A | Purchase | Spouse | $15,001 - $50,000 | Aug 10, 2023 | 1183d |
| Jul 2, 2020 | MRK ↗ | Merck & Company, Inc. Common Stock | Purchase | Spouse | $15,001 - $50,000 | Aug 10, 2023 | 1134d |
| Mar 10, 2021 | MRK ↗ | Merck & Company, Inc. Common Stock | Sale (Full) | Spouse | $15,001 - $50,000 | Aug 10, 2023 | 883d |
| Apr 17, 2020 | NEE ↗ | NextEra Energy, Inc. | Purchase | Spouse | $15,001 - $50,000 | Aug 10, 2023 | 1210d |
| Sep 25, 2020 | NEE ↗ | NextEra Energy, Inc. | Purchase | Spouse | $15,001 - $50,000 | Aug 10, 2023 | 1049d |
| Apr 15, 2020 | PAYX ↗ | Paychex, Inc. | Sale (Full) | Spouse | $15,001 - $50,000 | Aug 10, 2023 | 1212d |
| May 23, 2018 | PAYX ↗ | Paychex, Inc. | Purchase | Spouse | $1,001 - $15,000 | Aug 10, 2023 | 1905d |
| Feb 10, 2021 | PYPL ↗ | PayPal Holdings, Inc. | Purchase | Spouse | $1,001 - $15,000 | Aug 10, 2023 | 911d |
| Oct 22, 2021 | PYPL ↗ | PayPal Holdings, Inc. | Sale (Full) | Self | $1,001 - $15,000 | Aug 10, 2023 | 657d |
| Sep 28, 2021 | SSB ↗ | SouthState Corporation | Sale (Partial) | Spouse | $100,001 - $250,000 | Aug 10, 2023 | 681d |
| Jan 13, 2023 | SSB ↗ | SouthState Corporation | Sale (Partial) | Spouse | $50,001 - $100,000 | Aug 10, 2023 | 209d |
| Mar 9, 2023 | SSB ↗ | SouthState Corporation | Sale (Partial) | Spouse | $50,001 - $100,000 | Aug 10, 2023 | 154d |
| Jan 18, 2022 | SSB ↗ | SouthState Corporation | Sale (Partial) | Spouse | $50,001 - $100,000 | Aug 10, 2023 | 569d |
| Jun 28, 2018 | WMT ↗ | Walmart Inc. | Purchase | Spouse | $1,001 - $15,000 | Aug 10, 2023 | 1869d |
| May 23, 2018 | WMT ↗ | Walmart Inc. | Sale (Full) | Spouse | $1,001 - $15,000 | Aug 10, 2023 | 1905d |
| Sep 27, 2019 | DIS ↗ | Walt Disney Company | Purchase | Self | $15,001 - $50,000 | Aug 10, 2023 | 1413d |
| Sep 10, 2019 | AMZN ↗ | Amazon.com, Inc. | Purchase | Spouse | $15,001 - $50,000 | Aug 10, 2023 | 1430d |
| Aug 29, 2019 | AMGN ↗ | Amgen Inc. | Purchase | Self | $15,001 - $50,000 | Aug 10, 2023 | 1442d |
| Sep 27, 2019 | AMGN ↗ | Amgen Inc. | Purchase | Self | $15,001 - $50,000 | Aug 10, 2023 | 1413d |
| Feb 21, 2020 | RDS-B ↗ | Royal Dutch Shell PLC Royal Dutch Shell ... | Sale (Full) | Spouse | $15,001 - $50,000 | Aug 10, 2023 | 1266d |
| Jan 25, 2022 | PSDTX ↗ | Putnam Ultra Short Duration Income A | Sale (Full) | Spouse | $50,001 - $100,000 | Aug 10, 2023 | 562d |
| Jun 7, 2018 | BAYZF ↗ | Bayer AG Ordinary Shares | Sale Full | Self | $1,001 - $15,000 | Aug 10, 2023 | 1890d |
| Apr 27, 2017 | COST ↗ | Costco Wholesale Corporation | Purchase | Spouse | $15,001 - $50,000 | Aug 10, 2023 | 2296d |
| Aug 18, 2022 | AMGN ↗ | Amgen Inc. | Purchase | Self | $15,001 - $50,000 | Aug 10, 2023 | 357d |
| Jan 25, 2018 | WMT ↗ | Walmart Inc. | Purchase | Self | $1,001 - $15,000 | Aug 10, 2023 | 2023d |
| Nov 16, 2020 | SSB ↗ | SouthState Corporation | Sale (Partial) | Spouse | $15,001 - $50,000 | Aug 10, 2023 | 997d |
| Feb 7, 2019 | SSB ↗ | SouthState Corporation | Sale (Partial) | Self | $15,001 - $50,000 | Aug 10, 2023 | 1645d |
| Sep 10, 2019 | AWK ↗ | American Water Works Company, Inc. | Purchase | Spouse | $15,001 - $50,000 | Aug 10, 2023 | 1430d |
| Jan 25, 2022 | DIS ↗ | Walt Disney Company | Sale (Full) | Spouse | $1,001 - $15,000 | Aug 10, 2023 | 562d |
| May 14, 2020 | MMM ↗ | 3M Company | Sale (Full) | Spouse | $15,001 - $50,000 | Aug 10, 2023 | 1183d |
| May 14, 2020 | MMM ↗ | 3M Company | Sale (Full) | Spouse | $1,001 - $15,000 | Aug 10, 2023 | 1183d |
| Aug 22, 2019 | MMM ↗ | 3M Company | Purchase | Spouse | $15,001 - $50,000 | Aug 10, 2023 | 1449d |
| Jun 19, 2019 | MMM ↗ | 3M Company | Purchase | Spouse | $15,001 - $50,000 | Aug 10, 2023 | 1513d |
| Sep 27, 2019 | ABT ↗ | Abbott Laboratories | Purchase | Self | $15,001 - $50,000 | Aug 10, 2023 | 1413d |
| Sep 13, 2019 | ABT ↗ | Abbott Laboratories | Purchase | Self | $15,001 - $50,000 | Aug 10, 2023 | 1427d |
| May 12, 2020 | ABBV ↗ | AbbVie Inc. | Purchase | Spouse | $15,001 - $50,000 | Aug 10, 2023 | 1185d |
| Nov 16, 2020 | ABBV ↗ | AbbVie Inc. | Purchase | Spouse | $15,001 - $50,000 | Aug 10, 2023 | 997d |
| Jan 25, 2021 | KMB ↗ | Kimberly-Clark Corporation | Sale (Full) | Spouse | $1,001 - $15,000 | Aug 10, 2023 | 927d |
| Sep 10, 2019 | KMB ↗ | Kimberly-Clark Corporation | Purchase | Spouse | $15,001 - $50,000 | Aug 10, 2023 | 1430d |
| Mar 21, 2022 | N/A | US TREASURY BILL DUE 9/15/22 | Purchase | Spouse | $100,001 - $250,000 | Aug 10, 2023 | 507d |
| Feb 3, 2017 | MON ↗ | MONSANTO | Purchase | Spouse | $1,001 - $15,000 | Aug 10, 2023 | 2379d |
| Jun 7, 2018 | BAYZF ↗ | Bayer AG Ordinary Shares | Sale (Full) | Self | $1,001 - $15,000 | Aug 10, 2023 | 1890d |
| May 17, 2019 | MMM ↗ | 3M Company | Sale (Full) | Self | $1,001 - $15,000 | Aug 10, 2023 | 1546d |
| Sep 27, 2019 | ACN ↗ | Accenture plc Class A Ordinary Shares | Purchase | Self | $15,001 - $50,000 | Aug 10, 2023 | 1413d |
| Mar 14, 2023 | ACN ↗ | Accenture plc Class A Ordinary Shares | Sale (Full) | Spouse | $50,001 - $100,000 | Aug 10, 2023 | 149d |
| Feb 10, 2021 | ALB ↗ | Albemarle Corporation | Purchase | Spouse | $1,001 - $15,000 | Aug 10, 2023 | 911d |
| Apr 27, 2018 | BBT ↗ | BB&T Corporation | Sale (Partial) | Spouse | $15,001 - $50,000 | Aug 10, 2023 | 1931d |
| May 14, 2020 | DOV ↗ | Dover Corporation | Sale (Full) | Spouse | $15,001 - $50,000 | Aug 10, 2023 | 1183d |
| Oct 4, 2021 | FCX ↗ | Freeport-McMoRan, Inc. | Sale (Full) | Spouse | $1,001 - $15,000 | Aug 10, 2023 | 675d |
| Feb 10, 2021 | FCX ↗ | Freeport-McMoRan, Inc. | Purchase | Spouse | $1,001 - $15,000 | Aug 10, 2023 | 911d |
| Nov 2, 2017 | N/A | GENERAL ELECTRIC 5.55% DUE 02/15/22 | Sale (Full) | Spouse | $15,001 - $50,000 | Aug 10, 2023 | 2107d |
| Mar 23, 2017 | BBT ↗ | BB&T Corporation | Sale (Partial) | Spouse | $15,001 - $50,000 | Aug 10, 2023 | 2331d |
| Sep 17, 2019 | DOV ↗ | Dover Corporation | Purchase | Spouse | $15,001 - $50,000 | Aug 10, 2023 | 1423d |
| Nov 16, 2020 | SBUX ↗ | Starbucks Corporation | Purchase | Spouse | $1,001 - $15,000 | Aug 10, 2023 | 997d |
| Dec 27, 2019 | SBUX ↗ | Starbucks Corporation | Purchase | Spouse | $1,001 - $15,000 | Aug 10, 2023 | 1322d |
| Feb 26, 2021 | SBUX ↗ | Starbucks Corporation | Purchase | Spouse | $1,001 - $15,000 | Aug 10, 2023 | 895d |
| Apr 12, 2021 | TMO ↗ | Thermo Fisher Scientific Inc | Sale (Partial) | Spouse | $15,001 - $50,000 | Aug 10, 2023 | 850d |
| Apr 15, 2020 | TFC ↗ | Truist Financial Corporation | Sale (Full) | Spouse | $15,001 - $50,000 | Aug 10, 2023 | 1212d |
| Aug 21, 2018 | N/A | US T BILL DUE 02/14/19 | Purchase | Spouse | $15,001 - $50,000 | Aug 10, 2023 | 1815d |
| Aug 30, 2019 | N/A | US T BILL DUE 03/26/20 | Purchase | Self | $50,001 - $100,000 | Aug 10, 2023 | 1441d |
| Feb 15, 2019 | N/A | US T BILL DUE 08/15/19 | Purchase | Self | $15,001 - $50,000 | Aug 10, 2023 | 1637d |
| Aug 11, 2022 | DIS ↗ | Walt Disney Company | Sale (Full) | Spouse | $15,001 - $50,000 | Aug 10, 2023 | 364d |
| Feb 28, 2020 | GOOGL ↗ | Alphabet Inc. - Class A | Purchase | Spouse | $15,001 - $50,000 | Aug 10, 2023 | 1259d |
| Sep 24, 2019 | BLK ↗ | BlackRock, Inc. | Purchase | Spouse | $15,001 - $50,000 | Aug 10, 2023 | 1416d |
| Sep 10, 2019 | COST ↗ | Costco Wholesale Corporation | Purchase | Spouse | $15,001 - $50,000 | Aug 10, 2023 | 1430d |
| Jun 15, 2021 | DOV ↗ | Dover Corporation | Purchase | Self | $15,001 - $50,000 | Aug 10, 2023 | 786d |
| May 16, 2017 | FDX ↗ | FedEx Corporation | Purchase | Spouse | $15,001 - $50,000 | Aug 10, 2023 | 2277d |
| Oct 7, 2021 | FCX ↗ | Freeport-McMoRan, Inc. | Sale (Full) | Spouse | $1,001 - $15,000 | Aug 10, 2023 | 672d |
| May 14, 2020 | HD ↗ | Home Depot, Inc. | Purchase | Spouse | $1,001 - $15,000 | Aug 10, 2023 | 1183d |
| May 14, 2020 | HD ↗ | Home Depot, Inc. | Purchase | Spouse | $15,001 - $50,000 | Aug 10, 2023 | 1183d |
| Oct 17, 2019 | INTU ↗ | Intuit Inc. | Sale (Full) | Spouse | $50,001 - $100,000 | Aug 10, 2023 | 1393d |
| Jul 15, 2021 | PFE ↗ | Pfizer, Inc. | Purchase | Spouse | $15,001 - $50,000 | Aug 10, 2023 | 756d |
| Feb 10, 2021 | DE ↗ | Deere & Company | Purchase | Spouse | $15,001 - $50,000 | Aug 10, 2023 | 911d |
| Aug 28, 2019 | ACN ↗ | Accenture plc Class A Ordinary Shares | Purchase | Spouse | $15,001 - $50,000 | Aug 10, 2023 | 1443d |
| Dec 27, 2019 | GOOGL ↗ | Alphabet Inc. - Class A | Purchase | Spouse | $15,001 - $50,000 | Aug 10, 2023 | 1322d |
| May 16, 2017 | GE ↗ | General Electric Company | Sale (Full) | Spouse | $15,001 - $50,000 | Aug 10, 2023 | 2277d |
| Oct 22, 2021 | PYPL ↗ | PayPal Holdings, Inc. | Sale (Full) | Spouse | $15,001 - $50,000 | Aug 10, 2023 | 657d |
| Jun 19, 2019 | BBT ↗ | BB&T Corporation | Sale (Partial) | Spouse | $15,001 - $50,000 | Aug 10, 2023 | 1513d |
| Oct 31, 2019 | CAE ↗ | CAE Inc. Ordinary Shares | Sale (Full) | Spouse | $1,001 - $15,000 | Aug 10, 2023 | 1379d |
| Apr 9, 2019 | CAE ↗ | CAE Inc. Ordinary Shares | Purchase | Spouse | $1,001 - $15,000 | Aug 10, 2023 | 1584d |
| Apr 11, 2019 | CCL ↗ | Carnival Corporation | Sale (Full) | Self | $1,001 - $15,000 | Aug 10, 2023 | 1582d |
| Aug 29, 2019 | VZ ↗ | Verizon Communications Inc. | Purchase | Spouse | $50,001 - $100,000 | Aug 10, 2023 | 1442d |
| Aug 22, 2019 | WMT ↗ | Walmart Inc. | Purchase | Spouse | $15,001 - $50,000 | Aug 10, 2023 | 1449d |
| Mar 10, 2021 | DIS ↗ | Walt Disney Company | Purchase | Spouse | $15,001 - $50,000 | Aug 10, 2023 | 883d |
| Jan 25, 2021 | DIS ↗ | Walt Disney Company | Purchase | Spouse | $15,001 - $50,000 | Aug 10, 2023 | 927d |
| Jan 13, 2022 | SSB ↗ | SouthState Corporation | Sale (Partial) | Spouse | $50,001 - $100,000 | Aug 10, 2023 | 574d |
| Mar 16, 2020 | SSB ↗ | SouthState Corporation | Sale (Partial) | Spouse | $15,001 - $50,000 | Aug 10, 2023 | 1242d |
| Apr 15, 2020 | SSB ↗ | SouthState Corporation | Sale (Partial) | Spouse | $100,001 - $250,000 | Aug 10, 2023 | 1212d |
| Feb 26, 2021 | DE ↗ | Deere & Company | Purchase | Self | $1,001 - $15,000 | Aug 10, 2023 | 895d |
| Dec 15, 2020 | D ↗ | Dominion Energy, Inc. | Sale (Full) | Self | $15,001 - $50,000 | Aug 10, 2023 | 968d |
| Jun 15, 2020 | DOV ↗ | Dover Corporation | Purchase | Spouse | $15,001 - $50,000 | Aug 10, 2023 | 1151d |
| May 15, 2019 | DOV ↗ | Dover Corporation | Purchase | Spouse | $15,001 - $50,000 | Aug 10, 2023 | 1548d |
| Apr 11, 2018 | DOV ↗ | Dover Corporation | Sale (Full) | Spouse | $15,001 - $50,000 | Aug 10, 2023 | 1947d |
| Jun 7, 2019 | KMB ↗ | Kimberly-Clark Corporation | Purchase | Spouse | $1,001 - $15,000 | Aug 10, 2023 | 1525d |
| Aug 22, 2019 | MAR ↗ | Marriott International - Class A | Purchase | Spouse | $15,001 - $50,000 | Aug 10, 2023 | 1449d |
| Oct 17, 2019 | MAR ↗ | Marriott International - Class A | Sale (Full) | Spouse | $15,001 - $50,000 | Aug 10, 2023 | 1393d |
| Dec 8, 2022 | N/A | US TREASURY BILL DUE 10/5/23 | Purchase | Spouse | $15,001 - $50,000 | Aug 10, 2023 | 245d |
| Oct 7, 2022 | N/A | US TREASURY BILL DUE 12/22/22 | Purchase | Spouse | $100,001 - $250,000 | Aug 10, 2023 | 307d |
| Sep 19, 2022 | N/A | US TREASURY BILL DUE 3/23/23 | Purchase | Spouse | $100,001 - $250,000 | Aug 10, 2023 | 325d |
| May 10, 2022 | N/A | US TREASURY NOTE 2.25% 03/24 | Purchase | Spouse | $100,001 - $250,000 | Aug 10, 2023 | 457d |
| May 10, 2022 | N/A | US Treasury Note 2.25% Due 3/31/24 | Purchase | Spouse | $15,001 - $50,000 | Aug 10, 2023 | 457d |
| Sep 16, 2022 | N/A | US TREASURY NOTE 3.25% 08/24 | Purchase | Spouse | $100,001 - $250,000 | Aug 10, 2023 | 328d |
| Dec 23, 2022 | N/A | US TREASURY NOTE 4.25% 09/24 | Purchase | Self | $100,001 - $250,000 | Aug 10, 2023 | 230d |
| Feb 10, 2021 | VZ ↗ | Verizon Communications Inc. | Sale (Full) | Spouse | $1,001 - $15,000 | Aug 10, 2023 | 911d |
| Apr 20, 2023 | ATVI ↗ | Activision Blizzard Inc | Purchase | Self | $1,001 - $15,000 | Jun 2, 2023 | 43d |
| Mar 27, 2023 | SSB ↗ | SouthState Corporation | Sale | Spouse | $100,001 - $250,000 | Jun 2, 2023 | 67d |
| May 18, 2023 | N/A | Schwab (Charles) Corp | Purchase | Spouse | $15,001 - $50,000 | Jun 2, 2023 | 15d |
| Mar 26, 2023 | SSB ↗ | SouthState Corporation | Sale (Full) | Self | $100,001 - $250,000 | Jun 1, 2023 | 67d |
| May 17, 2023 | SCHW ↗ | The Charles Schwab Corporation Depositar... | Purchase | Self | $15,001 - $50,000 | Jun 1, 2023 | 15d |
| Aug 15, 2022 | DIS ↗ | Walt Disney Company | Sale (Full) | Self | $15,001 - $50,000 | Sep 10, 2022 | 26d |
| Feb 10, 2022 | ATVI ↗ | Activision blizzard, Inc | Purchase | Spouse | $1,001 - $15,000 | Mar 9, 2022 | 27d |
| Feb 10, 2022 | ATVI ↗ | Activision blizzard, Inc | Purchase | Self | $1,001 - $15,000 | Mar 9, 2022 | 27d |
| Jan 25, 2022 | DIS ↗ | Walt Disney Company | Sale (Full) | Spouse | $1,001 - $15,000 | Feb 13, 2022 | 19d |
| Jan 25, 2022 | SBUX ↗ | Starbucks Corporation | Sale (Full) | Spouse | $15,001 - $50,000 | Feb 13, 2022 | 19d |
| Jan 25, 2022 | PSDTX ↗ | Putnam ultra Short Duration Income A | Sale (Full) | Spouse | $50,001 - $100,000 | Feb 13, 2022 | 19d |
| Oct 4, 2021 | FCX ↗ | Freeport-McMoRan, Inc. | Sale (Full) | Spouse | $1,001 - $15,000 | Nov 10, 2021 | 37d |
| Oct 22, 2021 | PYPL ↗ | PayPal Holdings, Inc. | Sale (Full) | Spouse | $1,001 - $15,000 | Nov 10, 2021 | 19d |
| Feb 20, 2020 | WMT ↗ | Walmart Inc. | Purchase | Spouse | $1,001 - $15,000 | Nov 8, 2021 | 627d |
| May 14, 2020 | HD ↗ | Home Depot, Inc. | Purchase | Spouse | $1,001 - $15,000 | Nov 8, 2021 | 543d |
| Apr 15, 2020 | TFC ↗ | Truist Financial Corporation | Sale (Full) | Spouse | $15,001 - $50,000 | Nov 8, 2021 | 572d |
| May 14, 2020 | MMM ↗ | 3M Company | Sale (Full) | Spouse | $1,001 - $15,000 | Nov 8, 2021 | 543d |
| Jun 15, 2021 | DOV ↗ | Dover Corporation | Purchase | Spouse | $15,001 - $50,000 | Nov 8, 2021 | 146d |
| Dec 27, 2019 | TSS ↗ | Total System Services, Inc. | Sale (Full) | Self | $15,001 - $50,000 | Nov 8, 2021 | 682d |
| Dec 27, 2019 | UTX ↗ | united Technologies Corporation | Sale (Full) | Self | $1,001 - $15,000 | Nov 8, 2021 | 682d |
| Jun 16, 2020 | DOV ↗ | Dover Corporation | Purchase | Spouse | $15,001 - $50,000 | Oct 20, 2021 | 491d |
| May 4, 2021 | JNJ ↗ | Johnson & Johnson | Purchase | Self | $15,001 - $50,000 | Jun 12, 2021 | 39d |
| May 13, 2021 | SSB ↗ | South State Corporation | Sale (Full) | Self | $15,001 - $50,000 | Jun 12, 2021 | 30d |
| May 4, 2021 | ALB ↗ | Albemarle Corporation | Purchase | Self | $15,001 - $50,000 | Jun 12, 2021 | 39d |
| May 13, 2021 | ACN ↗ | Accenture plc Class A Ordinary Shares | Purchase | Self | $50,001 - $100,000 | Jun 12, 2021 | 30d |
| Apr 12, 2021 | TMO ↗ | Thermo Fisher Scientific Inc | Sale (Partial) | Self | $15,001 - $50,000 | May 9, 2021 | 27d |
| Mar 10, 2021 | NEE ↗ | NextEra Energy, Inc. | Purchase | Self | $1,001 - $15,000 | Apr 6, 2021 | 27d |
| Mar 10, 2021 | TMO ↗ | Thermo Fisher Scientific Inc | Purchase | Self | $15,001 - $50,000 | Apr 6, 2021 | 27d |
| Mar 10, 2021 | CHD ↗ | Church & Dwight Company, Inc. | Sale (Full) | Self | $15,001 - $50,000 | Apr 6, 2021 | 27d |
| Mar 10, 2021 | DIS ↗ | Walt Disney Company | Purchase | Self | $15,001 - $50,000 | Apr 6, 2021 | 27d |
| Mar 10, 2021 | MRK ↗ | Merck & Company, Inc. Common Stock | Sale (Full) | Self | $15,001 - $50,000 | Apr 6, 2021 | 27d |
| Feb 10, 2021 | DE ↗ | Deere & Company | Purchase | Self | $15,001 - $50,000 | Mar 14, 2021 | 32d |
| Feb 26, 2021 | DE ↗ | Deere & Company | Purchase | Self | $1,001 - $15,000 | Mar 14, 2021 | 16d |
| Feb 10, 2021 | FCX ↗ | Freeport-McMoRan Inc | Purchase | Self | $15,001 - $50,000 | Mar 14, 2021 | 32d |
| Feb 10, 2021 | PYPL ↗ | Paypal holdings inc | Purchase | Self | $1,001 - $15,000 | Mar 14, 2021 | 32d |
| Feb 10, 2021 | ALB ↗ | Albemarle Corp | Purchase | Self | $1,001 - $15,000 | Mar 14, 2021 | 32d |
| Feb 10, 2021 | SSB ↗ | South State Corp | Purchase | Self | $15,001 - $50,000 | Mar 14, 2021 | 32d |
| Feb 26, 2021 | SBUX ↗ | Starbucks Corp | Purchase | Self | $1,001 - $15,000 | Mar 14, 2021 | 16d |
| Feb 26, 2021 | FCX ↗ | Freeport-McMoRan Inc | Purchase | Self | $1,001 - $15,000 | Mar 14, 2021 | 16d |
| Feb 18, 2021 | SSB ↗ | South State Corp | Purchase | Self | $15,001 - $50,000 | Mar 14, 2021 | 24d |
| Feb 10, 2021 | VZ ↗ | Verizon Communications | Sale (Full) | Self | $1,001 - $15,000 | Mar 14, 2021 | 32d |
| Dec 15, 2020 | D ↗ | Dominion Energy, Inc. | Sale (Full) | Spouse | $15,001 - $50,000 | Jan 13, 2021 | 29d |
| Sep 25, 2020 | NEE ↗ | NextEra Energy, Inc. | Purchase | Self | $15,001 - $50,000 | Oct 6, 2020 | 11d |
| Jul 2, 2020 | CB ↗ | Chubb limited | Purchase | Spouse | $15,001 - $50,000 | Aug 18, 2020 | 47d |
| Jul 2, 2020 | MRK ↗ | Merck & Company, Inc. Common Stock | Purchase | Self | $15,001 - $50,000 | Aug 18, 2020 | 47d |
| Jul 2, 2020 | SBUX ↗ | Starbucks Corporation | Sale (Full) | Self | $1,001 - $15,000 | Aug 18, 2020 | 47d |
| Feb 21, 2020 | SSB ↗ | South State Corporation | Sale (Full) | Self | $50,001 - $100,000 | Jul 20, 2020 | 150d |
| Feb 28, 2020 | GOOGL ↗ | Alphabet Inc. - Class A | Purchase | Self | $1,001 - $15,000 | Jul 20, 2020 | 143d |
| Feb 21, 2020 | RDS-B ↗ | Royal Dutch Shell PlC Royal Dutch Shell ... | Sale (Full) | Self | $15,001 - $50,000 | Jul 20, 2020 | 150d |