Scott Mr Franklin
295 trades tracked
| Tx Date | Ticker | Asset | Type | Amount | Disclosed |
|---|---|---|---|---|---|
| Feb 10, 2026 | HSY | The Hershey Co | Sale | $1,001 - $15,000 | Feb 24, 2026 |
| Feb 10, 2026 | HSY | The Hershey Co | Sale | $1,001 - $15,000 | Feb 24, 2026 |
| Feb 10, 2026 | HSY | The Hershey Co | Sale | $50,001 - $100,000 | Feb 24, 2026 |
| Oct 14, 2025 | UNP | Union Pacific Corporation Common Stock | Purchase | $50,001 - $100,000 | Oct 22, 2025 |
| Oct 14, 2025 | UNP | Union Pacific Corporation Common Stock | Purchase | $1,001 - $15,000 | Oct 22, 2025 |
| Oct 14, 2025 | IVV | iShares Core S&P 500 ETF | Purchase | $1,001 - $15,000 | Oct 22, 2025 |
| Oct 14, 2025 | UNP | Union Pacific Corporation Common Stock | Purchase | $1,001 - $15,000 | Oct 22, 2025 |
| Oct 14, 2025 | IVV | iShares Core S&P 500 ETF | Purchase | $50,001 - $100,000 | Oct 22, 2025 |
| Oct 14, 2025 | IVV | iShares Core S&P 500 ETF | Purchase | $1,001 - $15,000 | Oct 22, 2025 |
| Aug 4, 2025 | NVO | Novo Nordisk A/S (2) | Purchase | $1,001 - $15,000 | Aug 15, 2025 |
| Aug 4, 2025 | NVO | Novo Nordisk A/S (3) | Purchase | $1,001 - $15,000 | Aug 15, 2025 |
| Aug 4, 2025 | NVO | Novo Nordisk A/S (1) | Purchase | $1,001 - $15,000 | Aug 15, 2025 |
| Aug 4, 2025 | NVO | Novo Nordisk A/S | Purchase | $15,001 - $50,000 | Aug 15, 2025 |
| Aug 4, 2025 | CMCSA | Comcast Corp | Sale | $15,001 - $50,000 | Aug 15, 2025 |
| Aug 4, 2025 | CMCSA | Comcast Corp | Sale | $1,001 - $15,000 | Aug 15, 2025 |
| Aug 4, 2025 | CMCSA | Comcast Corp | Sale | $1,001 - $15,000 | Aug 15, 2025 |
| Jul 22, 2025 | UPS | United Parcel Service Inc | Sale | $50,001 - $100,000 | Aug 1, 2025 |
| Jul 22, 2025 | UPS | United Parcel Service Inc | Sale | $1,001 - $15,000 | Aug 1, 2025 |
| Jul 22, 2025 | UPS | United Parcel Service Inc | Sale | $1,001 - $15,000 | Aug 1, 2025 |
| Jun 16, 2025 | MCD | McDonald's Corp | Sale | $15,001 - $50,000 | Jul 15, 2025 |
| Jun 16, 2025 | KVUE | KENVUE INC | Sale | $1,001 - $15,000 | Jul 15, 2025 |
| Jun 16, 2025 | GOOGL | Alphabet Inc | Sale | $1,001 - $15,000 | Jul 15, 2025 |
| Jun 16, 2025 | JPM | JPMorgan Chase & Co | Sale | $15,001 - $50,000 | Jul 15, 2025 |
| Jun 16, 2025 | JNJ | Johnson & Johnson | Sale | $15,001 - $50,000 | Jul 15, 2025 |
| Jun 16, 2025 | HD | The Home Depot Inc | Sale | $15,001 - $50,000 | Jul 15, 2025 |
| Jun 16, 2025 | CSCO | Cisco Systems Inc | Sale | $1,001 - $15,000 | Jul 15, 2025 |
| Jun 16, 2025 | BRK/B | Berkshire Hathaway Inc | Sale | $15,001 - $50,000 | Jul 15, 2025 |
| Jun 16, 2025 | AAPL | Apple Inc | Sale | $15,001 - $50,000 | Jul 15, 2025 |
| Jun 16, 2025 | V | Visa Inc | Sale | $15,001 - $50,000 | Jul 15, 2025 |
| Jun 16, 2025 | WMT | Walmart Inc | Sale | $15,001 - $50,000 | Jul 15, 2025 |
| Jun 16, 2025 | MRK | Merck & Co Inc | Sale | $1,001 - $15,000 | Jul 15, 2025 |
| Jun 16, 2025 | MSFT | Microsoft Corp | Sale | $15,001 - $50,000 | Jul 15, 2025 |
| Jun 16, 2025 | PEP | PepsiCo Inc | Sale | $1,001 - $15,000 | Jul 15, 2025 |
| Jun 16, 2025 | PG | The Procter & Gamble Co | Sale | $15,001 - $50,000 | Jul 15, 2025 |
| Jun 16, 2025 | UPS | United Parcel Service Inc | Sale | $1,001 - $15,000 | Jul 15, 2025 |
| Aug 7, 2024 | SDVY | FIRST TRUST SMID CAP RISING DIVIDEND ACH... | Purchase | $1,001 - $15,000 | Jul 4, 2025 |
| Aug 7, 2024 | FBKWX | FIDELITY ADVISOR TOTAL BOND FUND | Purchase | $1,001 - $15,000 | Jul 4, 2025 |
| Sep 25, 2024 | ITW | Illinois Tool Works Inc | Purchase | $1,001 - $15,000 | Jul 4, 2025 |
| Aug 7, 2024 | JPM | JPMorgan Chase & Co | Purchase | $1,001 - $15,000 | Jul 4, 2025 |
| Aug 7, 2024 | JNJ | Johnson & Johnson | Purchase | $1,001 - $15,000 | Jul 4, 2025 |
| Aug 7, 2024 | QQQM | INVESCO NASDAQ 100 ETF | Purchase | $1,001 - $15,000 | Jul 4, 2025 |
| Aug 7, 2024 | GD | General Dynamics Corp | Purchase | $1,001 - $15,000 | Jul 4, 2025 |
| Aug 7, 2024 | HD | The Home Depot Inc | Purchase | $1,001 - $15,000 | Jul 4, 2025 |
| Aug 7, 2024 | LMT | Lockheed Martin Corp | Purchase | $1,001 - $15,000 | Jul 4, 2025 |
| Aug 7, 2024 | MRK | Merck & Co Inc | Purchase | $1,001 - $15,000 | Jul 4, 2025 |
| Aug 7, 2024 | MSFT | Microsoft Corp | Purchase | $1,001 - $15,000 | Jul 4, 2025 |
| Aug 7, 2024 | PEP | PepsiCo Inc | Purchase | $1,001 - $15,000 | Jul 4, 2025 |
| Aug 7, 2024 | PG | The Procter & Gamble Co | Purchase | $1,001 - $15,000 | Jul 4, 2025 |
| Aug 7, 2024 | SBUX | Starbucks Corp | Purchase | $1,001 - $15,000 | Jul 4, 2025 |
| Jan 30, 2024 | SBUX | Starbucks Corp | Sale | $1,001 - $15,000 | Jul 4, 2025 |
| Aug 7, 2024 | ACN | Accenture PLC | Purchase | $1,001 - $15,000 | Jul 4, 2025 |
| Aug 7, 2024 | APD | Air Products and Chemicals Inc | Purchase | $1,001 - $15,000 | Jul 4, 2025 |
| Aug 7, 2024 | LSYIX | LORD ABBETT SHORT DURATION HIGH YIELD FU... | Purchase | $1,001 - $15,000 | Jul 4, 2025 |
| Aug 7, 2024 | MCD | McDonald's Corp | Purchase | $1,001 - $15,000 | Jul 4, 2025 |
| Aug 7, 2024 | CMCSA | Comcast Corp | Purchase | $1,001 - $15,000 | Jul 4, 2025 |
| Aug 7, 2024 | COST | Costco Wholesale Corp | Purchase | $1,001 - $15,000 | Jul 4, 2025 |
| Aug 7, 2024 | HSY | The Hershey Co | Purchase | $1,001 - $15,000 | Jul 4, 2025 |
| Aug 7, 2024 | UPS | United Parcel Service Inc | Purchase | $1,001 - $15,000 | Jul 4, 2025 |
| Aug 7, 2024 | UNH | Unitedhealth Group Inc | Purchase | $1,001 - $15,000 | Jul 4, 2025 |
| Aug 7, 2024 | V | Visa Inc | Purchase | $1,001 - $15,000 | Jul 4, 2025 |
| Jan 30, 2024 | WMT | Walmart Inc | Sale | $1,001 - $15,000 | Jul 4, 2025 |
| Aug 7, 2024 | WMT | Walmart Inc | Purchase | $1,001 - $15,000 | Jul 4, 2025 |
| Aug 7, 2024 | GOOGL | Alphabet Inc | Purchase | $1,001 - $15,000 | Jul 4, 2025 |
| Aug 7, 2024 | AMGN | Amgen Inc | Purchase | $1,001 - $15,000 | Jul 4, 2025 |
| Aug 7, 2024 | AAPL | Apple Inc | Purchase | $1,001 - $15,000 | Jul 4, 2025 |
| Sep 25, 2024 | ADP | Automatic Data Processing Inc | Purchase | $1,001 - $15,000 | Jul 4, 2025 |
| Jan 30, 2024 | AAPL | Apple Inc | Sale | $1,001 - $15,000 | Jul 4, 2025 |
| Jan 30, 2024 | BRK/B | Berkshire Hathaway Inc | Sale | $1,001 - $15,000 | Jul 4, 2025 |
| Aug 7, 2024 | BRK/B | Berkshire Hathaway Inc | Purchase | $1,001 - $15,000 | Jul 4, 2025 |
| Aug 7, 2024 | CB | Chubb Ltd | Purchase | $1,001 - $15,000 | Jul 4, 2025 |
| Apr 21, 2025 | UNP | Union Pacific Corp | Purchase | $1,001 - $15,000 | Jun 3, 2025 |
| Apr 10, 2025 | BWIN | Brp Group Inc | Sale | $500,001 - $1,000,000 | Apr 18, 2025 |
| Mar 27, 2025 | NVO | Novo Nordisk A/S Common Stock | Purchase | $15,001 - $50,000 | Apr 11, 2025 |
| Mar 27, 2025 | NVO | Novo Nordisk A/S Common Stock | Purchase | $1,001 - $15,000 | Apr 11, 2025 |
| Feb 18, 2025 | LMT | Lockheed Martin Corp | Purchase | $15,001 - $50,000 | Mar 19, 2025 |
| Feb 19, 2025 | FBKWX | FIDELITY ADVISOR TOTAL BOND FUND (2) | Purchase | $1,001 - $15,000 | Mar 19, 2025 |
| Feb 19, 2025 | FBKWX | FIDELITY ADVISOR TOTAL BOND FUND (1) | Purchase | $1,001 - $15,000 | Mar 19, 2025 |
| Feb 18, 2025 | LMT | Lockheed Martin Corp | Purchase | $1,001 - $15,000 | Mar 19, 2025 |
| Feb 18, 2025 | LMT | Lockheed Martin Corp | Purchase | $1,001 - $15,000 | Mar 19, 2025 |
| Feb 26, 2025 | AMZN | Amazon.com Inc | Purchase | $1,001 - $15,000 | Mar 19, 2025 |
| Feb 26, 2025 | AMZN | Amazon.com Inc | Purchase | $1,001 - $15,000 | Mar 19, 2025 |
| Feb 26, 2025 | AMZN | Amazon.com Inc | Purchase | $50,001 - $100,000 | Mar 19, 2025 |
| Jan 28, 2025 | COST | Costco Wholesale Corp | Sale | $1,001 - $15,000 | Mar 19, 2025 |
| Jan 28, 2025 | COST | Costco Wholesale Corp | Sale | $1,001 - $15,000 | Mar 19, 2025 |
| Jan 28, 2025 | COST | Costco Wholesale Corp | Sale | $50,001 - $100,000 | Mar 19, 2025 |
| Feb 19, 2025 | FBKWX | FIDELITY ADVISOR TOTAL BOND FUND | Purchase | $0 - $1,000 | Mar 19, 2025 |
| Feb 7, 2025 | BWIN | Brp Group Inc | Sale | $1,000,001 - $5,000,000 | Feb 24, 2025 |
| Feb 6, 2025 | BWIN | Brp Group Inc | Sale | $15,001 - $50,000 | Feb 24, 2025 |
| Sep 25, 2024 | ITW | Illinois Tool Works Inc. Common Stock | Purchase | $1,001 - $15,000 | Oct 15, 2024 |
| Sep 24, 2024 | ADP | Automatic Data Processing, Inc. - Common... | Purchase | $50,001 - $100,000 | Oct 15, 2024 |
| Sep 25, 2024 | ITW | Illinois Tool Works Inc. Common Stock | Purchase | $50,001 - $100,000 | Oct 15, 2024 |
| Sep 24, 2024 | ADP | Automatic Data Processing, Inc. - Common... | Purchase | $1,001 - $15,000 | Oct 15, 2024 |
| Aug 6, 2024 | IJR | ISHARES CORE S&P SMALL CAP E | Sale (Full) | $1,001 - $15,000 | Aug 20, 2024 |
| Aug 7, 2024 | SBUX | Starbucks Corporation - Common Stock | Purchase | $15,001 - $50,000 | Aug 20, 2024 |
| Aug 7, 2024 | AMGN | Amgen Inc. - Common Stock | Purchase | $50,001 - $100,000 | Aug 20, 2024 |
| Aug 6, 2024 | NEE | NextEra Energy, Inc. Common Stock | Sale (Full) | $50,001 - $100,000 | Aug 20, 2024 |
| Aug 6, 2024 | ISHARES CORE S&P 500 ETF | Sale (Full) | $15,001 - $50,000 | Aug 20, 2024 | |
| Aug 2, 2024 | FIRST TR EXCHANGE-TRADED FD VI SMID RISI... | Purchase | $1,001 - $15,000 | Aug 20, 2024 | |
| Aug 1, 2024 | DFS | Discover Financial Services Common Stock | Sale (Full) | $1,001 - $15,000 | Aug 20, 2024 |
| Aug 6, 2024 | FFRHX | FIDELITY FLOATING HIGH RATE INCOME | Sale (Full) | $1,001 - $15,000 | Aug 20, 2024 |
| Aug 1, 2024 | FIDELITY MID CAP STOCK | Sale (Partial) | $1,001 - $15,000 | Aug 20, 2024 | |
| Aug 1, 2024 | IShares Core S&P Small Cap E | Sale (Full) | $1,001 - $15,000 | Aug 20, 2024 | |
| Aug 6, 2024 | PFE | Pfizer, Inc. Common Stock | Sale (Full) | $15,001 - $50,000 | Aug 20, 2024 |
| Aug 2, 2024 | PEP | Pepsico, Inc. | Purchase | $1,001 - $15,000 | Aug 20, 2024 |
| Aug 6, 2024 | LUBYX | Lord Abbott Ultra Short Bond CL I | Sale (Full) | $1,001 - $15,000 | Aug 20, 2024 |
| Aug 6, 2024 | LORD ABBETT ULTRA SHORT BOND CL I | Sale (Full) | $100,001 - $250,000 | Aug 20, 2024 | |
| Aug 7, 2024 | JNJ | Johnson & Johnson Common Stock | Purchase | $15,001 - $50,000 | Aug 20, 2024 |
| Aug 6, 2024 | WMT | Walmart Inc. Common Stock | Sale (Partial) | $15,001 - $50,000 | Aug 20, 2024 |
| Aug 6, 2024 | DGRO | ISHARES TRUST CORE DIVID GWTH | Sale (Full) | $15,001 - $50,000 | Aug 20, 2024 |
| Aug 7, 2024 | MCD | McDonald's Corporation Common Stock | Purchase | $1,001 - $15,000 | Aug 20, 2024 |
| Aug 6, 2024 | Cisco Systems, Inc. - Common Stock | Sale (Full) | $50,001 - $100,000 | Aug 20, 2024 | |
| Aug 6, 2024 | DFS | Discover Financial Services Common Stock | Sale (Full) | $50,001 - $100,000 | Aug 20, 2024 |
| Aug 6, 2024 | FIDELITY CONTRAFUND | Sale (Full) | $15,001 - $50,000 | Aug 20, 2024 | |
| Aug 7, 2024 | GD | General Dynamics Corporation Common Stoc... | Purchase | $50,001 - $100,000 | Aug 20, 2024 |
| Aug 6, 2024 | IJR | ISHARES CORE S&P SMALL CAP E | Sale (Full) | $50,001 - $100,000 | Aug 20, 2024 |
| Aug 2, 2024 | JNJ | Johnson & Johnson Common Stock | Purchase | $1,001 - $15,000 | Aug 20, 2024 |
| Aug 1, 2024 | JPM | JP Morgan Chase & Co. Common Stock | Sale (Partial) | $1,001 - $15,000 | Aug 20, 2024 |
| Aug 6, 2024 | KVUE | Kenvue Inc. Common Stock | Sale (Full) | $1,001 - $15,000 | Aug 20, 2024 |
| Aug 1, 2024 | KVUE | Kenvue Inc. Common Stock | Sale (Full) | $447.03 | Aug 20, 2024 |
| Aug 2, 2024 | LSYIX | LORD ABBETT SHORT DURATION HIGH YLD I | Purchase | $1,001 - $15,000 | Aug 20, 2024 |
| Aug 7, 2024 | LSYIX | LORD ABBETT SHORT DURATION HIGH YLD I | Purchase | $50,001 - $100,000 | Aug 20, 2024 |
| Aug 1, 2024 | NEE | NextEra Energy, Inc. Common Stock | Sale (Full) | $1,001 - $15,000 | Aug 20, 2024 |
| Aug 1, 2024 | PFE | Pfizer, Inc. Common Stock | Sale (Full) | $1,001 - $15,000 | Aug 20, 2024 |
| Aug 2, 2024 | SBUX | Starbucks Corporation - Common Stock | Purchase | $1,001 - $15,000 | Aug 20, 2024 |
| Aug 14, 2024 | SBUX | Starbucks Corporation - Common Stock | Sale (Full) | $1,001 - $15,000 | Aug 20, 2024 |
| Aug 2, 2024 | HSY | The Hershey Company Common Stock | Purchase | $1,001 - $15,000 | Aug 20, 2024 |
| Aug 7, 2024 | UPS | United Parcel Service, Inc. Common Stock | Purchase | $15,001 - $50,000 | Aug 20, 2024 |
| Aug 1, 2024 | WMT | Walmart Inc. Common Stock | Sale (Partial) | $1,001 - $15,000 | Aug 20, 2024 |
| Aug 2, 2024 | ACN | Accenture plc Class A Ordinary Shares | Purchase | $1,001 - $15,000 | Aug 20, 2024 |
| Aug 6, 2024 | ONEQ | FIDELITY NASDAQ COMPOSITE INDEX ETF | Sale (Full) | $15,001 - $50,000 | Aug 20, 2024 |
| Aug 1, 2024 | INVESCO QQQ TR UNIT SER 1 | Sale (Full) | $15,001 - $50,000 | Aug 20, 2024 | |
| Aug 6, 2024 | QQQ | INVESCO QQQ TR UNIT SER 1 | Sale (Full) | $100,001 - $250,000 | Aug 20, 2024 |
| Aug 2, 2024 | MCD | McDonald's Corporation Common Stock | Purchase | $1,001 - $15,000 | Aug 20, 2024 |
| Aug 1, 2024 | LMT | Lockheed Martin Corporation Common Stock | Sale (Partial) | $1,001 - $15,000 | Aug 20, 2024 |
| Aug 2, 2024 | MRK | Merck & Company, Inc. Common Stock | Purchase | $1,001 - $15,000 | Aug 20, 2024 |
| Aug 6, 2024 | MSFT | Microsoft Corporation - Common Stock | Sale (Partial) | $15,001 - $50,000 | Aug 20, 2024 |
| Aug 2, 2024 | PG | Procter & Gamble Company | Purchase | $1,001 - $15,000 | Aug 20, 2024 |
| Aug 14, 2024 | SBUX | Starbucks Corporation - Common Stock | Sale (Full) | $100,001 - $250,000 | Aug 20, 2024 |
| Aug 6, 2024 | COST | Costco Wholesale Corporation - Common St... | Sale (Partial) | $15,001 - $50,000 | Aug 20, 2024 |
| Aug 1, 2024 | COST | Costco Wholesale Corporation - Common St... | Sale (Partial) | $1,001 - $15,000 | Aug 20, 2024 |
| Aug 7, 2024 | APD | Air Products and Chemicals, Inc. Common ... | Purchase | $50,001 - $100,000 | Aug 20, 2024 |
| Aug 2, 2024 | AMGN | Amgen Inc. - Common Stock | Purchase | $1,001 - $15,000 | Aug 20, 2024 |
| Aug 6, 2024 | AAPL | Apple Inc. - Common Stock | Sale (Partial) | $15,001 - $50,000 | Aug 20, 2024 |
| Aug 6, 2024 | BRKB | BERKSHIRE HATHAWAY INC COM USD0.0033 CLA... | Sale (Partial) | $15,001 - $50,000 | Aug 20, 2024 |
| Aug 2, 2024 | CB | Chubb Limited Common Stock | Purchase | $1,001 - $15,000 | Aug 20, 2024 |
| Aug 1, 2024 | CSCO | Cisco Systems, Inc. - Common Stock | Sale (Full) | $1,001 - $15,000 | Aug 20, 2024 |
| Aug 7, 2024 | HSY | The Hershey Company Common Stock | Purchase | $50,001 - $100,000 | Aug 20, 2024 |
| Aug 2, 2024 | UPS | United Parcel Service, Inc. Common Stock | Purchase | $1,001 - $15,000 | Aug 20, 2024 |
| Aug 2, 2024 | FBKWX | FIDELITY ADVISOR TOTAL BOND CL Z | Purchase | $15,001 - $50,000 | Aug 20, 2024 |
| Aug 7, 2024 | QQQM | INVESCO EXCHANGE TRADED FD TR II NASDAQ ... | Purchase | $50,001 - $100,000 | Aug 20, 2024 |
| Aug 6, 2024 | JPM | JP Morgan Chase & Co. Common Stock | Sale (Partial) | $15,001 - $50,000 | Aug 20, 2024 |
| Aug 1, 2024 | Lord Abbott Ultra Short Bond CL I | Sale (Full) | $1,001 - $15,000 | Aug 20, 2024 | |
| Aug 6, 2024 | FQAL | FIDELITY QUALITY FACTOR ETF | Sale (Full) | $15,001 - $50,000 | Aug 20, 2024 |
| Aug 7, 2024 | FIRST TR EXCHANGE-TRADED FD VI SMID RISI... | Purchase | $50,001 - $100,000 | Aug 20, 2024 | |
| Aug 2, 2024 | GD | General Dynamics Corporation Common Stoc... | Purchase | $1,001 - $15,000 | Aug 20, 2024 |
| Aug 7, 2024 | FBKWX | FIDELITY ADVISOR TOTAL BOND CL Z | Purchase | $100,001 - $250,000 | Aug 20, 2024 |
| Aug 2, 2024 | QQQM | INVESCO EXCHANGE TRADED FD TR II NASDAQ ... | Purchase | $1,001 - $15,000 | Aug 20, 2024 |
| Aug 7, 2024 | ACN | Accenture plc Class A Ordinary Shares | Purchase | $50,001 - $100,000 | Aug 20, 2024 |
| Aug 2, 2024 | APD | Air Products and Chemicals, Inc. Common ... | Purchase | $1,001 - $15,000 | Aug 20, 2024 |
| Aug 1, 2024 | GOOG | Alphabet Inc. - Class C Capital Stock | Sale (Partial) | $1,001 - $15,000 | Aug 20, 2024 |
| Aug 1, 2024 | AAPL | Apple Inc. - Common Stock | Sale (Partial) | $1,001 - $15,000 | Aug 20, 2024 |
| Aug 1, 2024 | BRKB | BERKSHIRE HATHAWAY INC COM USD0.0033 CLA... | Sale (Partial) | $1,001 - $15,000 | Aug 20, 2024 |
| Aug 7, 2024 | CB | Chubb Limited Common Stock | Purchase | $50,001 - $100,000 | Aug 20, 2024 |
| May 8, 2024 | BRP | The Baldwin Insurance Group, Inc. - Clas... | Sale (Partial) | $500,001 - $1,000,000 | Jun 2, 2024 |
| Apr 9, 2024 | BRP | BRP Group, Inc. - Class A Common Stock | Sale (Partial) | $1,001 - $15,000 | Apr 23, 2024 |
| Mar 21, 2024 | BRP | BRP Group, Inc. - Class A Common Stock | Sale (Partial) | $1,000,001 - $5,000,000 | Apr 23, 2024 |
| Sep 11, 2023 | WMT | Walmart Inc | Sale | $15,001 - $50,000 | Oct 12, 2023 |
| Sep 11, 2023 | GOOG | Alphabet Inc | Sale | $50,001 - $100,000 | Oct 12, 2023 |
| Sep 11, 2023 | AAPL | Apple Inc | Sale | $15,001 - $50,000 | Oct 12, 2023 |
| Sep 11, 2023 | CSCO | Cisco Systems Inc | Sale | $50,001 - $100,000 | Oct 12, 2023 |
| Sep 11, 2023 | DFS | Discover Financial Services | Sale | $15,001 - $50,000 | Oct 12, 2023 |
| Sep 11, 2023 | FZDXX | FIDELITY MONEY MARKET FUND | Sale | $50,001 - $100,000 | Oct 12, 2023 |
| Sep 11, 2023 | HD | The Home Depot Inc | Sale | $15,001 - $50,000 | Oct 12, 2023 |
| Sep 11, 2023 | PEP | PepsiCo Inc | Sale | $15,001 - $50,000 | Oct 12, 2023 |
| Sep 11, 2023 | PFE | Pfizer Inc | Sale | $1,001 - $15,000 | Oct 12, 2023 |
| Sep 11, 2023 | SBUX | Starbucks Corp | Sale | $15,001 - $50,000 | Oct 12, 2023 |
| Sep 11, 2023 | UPS | United Parcel Service Inc | Sale | $15,001 - $50,000 | Oct 12, 2023 |
| Sep 11, 2023 | UNH | Unitedhealth Group Inc | Sale | $15,001 - $50,000 | Oct 12, 2023 |
| Sep 11, 2023 | V | Visa Inc | Sale | $15,001 - $50,000 | Oct 12, 2023 |
| Sep 11, 2023 | JPM | JPMorgan Chase & Co | Sale | $15,001 - $50,000 | Oct 12, 2023 |
| Sep 11, 2023 | MCD | McDonald's Corp | Sale | $15,001 - $50,000 | Oct 12, 2023 |
| Sep 11, 2023 | MRK | Merck & Co Inc | Sale | $15,001 - $50,000 | Oct 12, 2023 |
| Sep 11, 2023 | MSFT | Microsoft Corp | Sale | $15,001 - $50,000 | Oct 12, 2023 |
| Sep 11, 2023 | NEE | NextEra Energy Inc | Sale | $15,001 - $50,000 | Oct 12, 2023 |
| Sep 11, 2023 | PG | The Procter & Gamble Co | Sale | $15,001 - $50,000 | Oct 12, 2023 |
| Sep 11, 2023 | IJR | iShares Core S&P Small-Cap ETF | Sale | $1,001 - $15,000 | Oct 12, 2023 |
| Sep 11, 2023 | FMCSX | FIDELITY MID CAP STOCK FUND | Sale | $1,001 - $15,000 | Oct 12, 2023 |
| Sep 11, 2023 | QQQ | Invesco QQQ Trust Series 1 | Sale | $1,001 - $15,000 | Oct 12, 2023 |
| Sep 11, 2023 | JNJ | Johnson & Johnson | Sale | $15,001 - $50,000 | Oct 12, 2023 |
| Apr 19, 2023 | CMCSA | Comcast Corporation - Class A | Purchase | $50,001 - $100,000 | May 23, 2023 |
| Apr 19, 2023 | LSYIX | Purchase | $1,001 - $15,000 | May 23, 2023 | |
| Apr 19, 2023 | LSYIX | Purchase | $50,001 - $100,000 | May 23, 2023 | |
| Apr 19, 2023 | FMCSX | FIDELITY MID CAP STOCK FUND | Sale | $1,001 - $15,000 | May 23, 2023 |
| Apr 19, 2023 | FCNTX | Purchase | $1,001 - $15,000 | May 23, 2023 | |
| Apr 19, 2023 | LUBYX | Sale (Partial) | $1,001 - $15,000 | May 23, 2023 | |
| Apr 19, 2023 | FSKAX | Sale (Full) | $1,001 - $15,000 | May 23, 2023 | |
| Apr 19, 2023 | COST | Costco Wholesale Corporation | Purchase | $1,001 - $15,000 | May 23, 2023 |
| Apr 19, 2023 | SBUX | Starbucks Corp | Sale | $1,001 - $15,000 | May 23, 2023 |
| Apr 19, 2023 | LUBYX | LORD ABBETT ULTRA SHORT BOND FUND | Sale | $1,001 - $15,000 | May 23, 2023 |
| Apr 19, 2023 | LSYIX | LORD ABBETT SHORT DURATION HIGH YIELD FU... | Purchase | $1,001 - $15,000 | May 23, 2023 |
| Apr 19, 2023 | IJR | iShares Core S&P Small-Cap ETF | Sale | $1,001 - $15,000 | May 23, 2023 |
| Apr 19, 2023 | IVV | iShares Core S&P 500 ETF | Purchase | $1,001 - $15,000 | May 23, 2023 |
| Apr 19, 2023 | FFRHX | Purchase | $1,001 - $15,000 | May 23, 2023 | |
| Apr 19, 2023 | FSKAX | Sale (Full) | $50,001 - $100,000 | May 23, 2023 | |
| Apr 19, 2023 | FMCSX | Sale (Partial) | $1,001 - $15,000 | May 23, 2023 | |
| Apr 19, 2023 | COST | Costco Wholesale Corp | Purchase | $50,001 - $100,000 | May 23, 2023 |
| Apr 19, 2023 | AAPL | Apple Inc | Sale | $1,001 - $15,000 | May 23, 2023 |
| Apr 19, 2023 | CMCSA | Comcast Corp | Purchase | $1,001 - $15,000 | May 23, 2023 |
| Apr 19, 2023 | FFRHX | FIDELITY FLOATING RATE HIGH INCOME FUND | Purchase | $1,001 - $15,000 | May 23, 2023 |
| Apr 19, 2023 | FCNTX | FIDELITY CONTRAFUND | Purchase | $1,001 - $15,000 | May 23, 2023 |
| Apr 19, 2023 | QQQ | Invesco QQQ Trust Series 1 | Sale | $1,001 - $15,000 | May 23, 2023 |
| Apr 19, 2023 | FSKAX | FIDELITY TOTAL MARKET INDEX FUND | Sale | $1,001 - $15,000 | May 23, 2023 |
| Apr 19, 2023 | FQAL | Fidelity Covington Trust - Fidelity Qual... | Purchase | $1,001 - $15,000 | May 23, 2023 |
| Feb 15, 2023 | MDT | Medtronic PLC | Sale | $50,001 - $100,000 | Mar 7, 2023 |
| Feb 15, 2023 | MSFT | Microsoft Corp | Sale | $15,001 - $50,000 | Mar 7, 2023 |
| Feb 15, 2023 | VZ | Verizon Communications Inc | Sale | $50,001 - $100,000 | Mar 7, 2023 |
| Feb 21, 2023 | MSFT | Microsoft Corp | Sale | $15,001 - $50,000 | Mar 7, 2023 |
| Feb 15, 2023 | NEE | NextEra Energy Inc | Sale | $15,001 - $50,000 | Mar 7, 2023 |
| Feb 15, 2023 | QQQ | Invesco QQQ Trust Series 1 | Sale | $50,001 - $100,000 | Mar 7, 2023 |
| Feb 15, 2023 | CMCSA | Comcast Corp | Sale | $50,001 - $100,000 | Mar 7, 2023 |
| Feb 15, 2023 | CSCO | Cisco Systems Inc | Sale | $15,001 - $50,000 | Mar 7, 2023 |
| Feb 21, 2023 | QQQ | Invesco QQQ Trust Series 1 | Sale | $1,001 - $15,000 | Mar 7, 2023 |
| Feb 15, 2023 | UPS | United Parcel Service Inc | Sale | $15,001 - $50,000 | Mar 7, 2023 |
| Feb 15, 2023 | AAPL | Apple Inc | Sale | $15,001 - $50,000 | Mar 7, 2023 |
| Feb 15, 2023 | UNH | Unitedhealth Group Inc | Sale | $15,001 - $50,000 | Mar 7, 2023 |
| Feb 15, 2023 | IJR | iShares Core S&P Small-Cap ETF | Sale | $50,001 - $100,000 | Mar 7, 2023 |
| Feb 15, 2023 | PFE | Pfizer Inc | Sale | $15,001 - $50,000 | Mar 7, 2023 |
| Feb 15, 2023 | JPM | JPMorgan Chase & Co | Sale | $50,001 - $100,000 | Mar 7, 2023 |
| Feb 15, 2023 | PNC | The PNC Financial Services Group Inc | Sale | $15,001 - $50,000 | Mar 7, 2023 |
| Feb 15, 2023 | SBUX | Starbucks Corp | Sale | $50,001 - $100,000 | Mar 7, 2023 |
| Feb 21, 2023 | BRK.A | Berkshire Hathaway Inc. | Sale (Partial) | $15,001 - $50,000 | Mar 7, 2023 |
| Feb 21, 2023 | WMT | Walmart Inc | Sale | $15,001 - $50,000 | Mar 7, 2023 |
| Feb 15, 2023 | JPM | JP Morgan Chase & Co. | Sale (Partial) | $50,001 - $100,000 | Mar 7, 2023 |
| Feb 15, 2023 | BRK.B | Berkshire Hathaway Inc. New | Sale (Partial) | $50,001 - $100,000 | Mar 7, 2023 |
| Sep 9, 2022 | LUBYX | Lord Abbett Ultra Short Bond CL I | Purchase | $1,001 - $15,000 | Oct 11, 2022 |
| Sep 13, 2022 | ONEQ | Fidelity Nasdaq Composite Index ETF | Purchase | $1,001 - $15,000 | Oct 11, 2022 |
| Sep 13, 2022 | FCNTX | Fidelity Contrafund | Purchase | $1,001 - $15,000 | Oct 11, 2022 |
| Sep 13, 2022 | MSFT | Microsoft Corporation | Purchase | $15,001 - $50,000 | Oct 11, 2022 |
| Sep 9, 2022 | SBUX | Starbucks Corporation | Purchase | $1,001 - $15,000 | Oct 11, 2022 |
| Sep 13, 2022 | MDT | Medtronic plc Ordinary Shares | Purchase | $1,001 - $15,000 | Oct 11, 2022 |
| Sep 13, 2022 | WMT | Walmart Inc | Purchase | $15,001 - $50,000 | Oct 11, 2022 |
| Sep 13, 2022 | MDT | Medtronic plc Ordinary Shares | Purchase | $15,001 - $50,000 | Oct 11, 2022 |
| Sep 13, 2022 | CSCO | Cisco Systems Inc | Purchase | $1,001 - $15,000 | Oct 11, 2022 |
| Sep 8, 2022 | FBKWX | Fidelity Advisor Total Bond CL Z | Sale (Full) | $15,001 - $50,000 | Oct 11, 2022 |
| Sep 13, 2022 | IVW | iShares S&P 500 Growth ETF | Purchase | $1,001 - $15,000 | Oct 11, 2022 |
| Sep 12, 2022 | LMT | Lockheed Martin Corporation | Purchase | $50,001 - $100,000 | Oct 11, 2022 |
| Sep 9, 2022 | SBUX | Starbucks Corporation | Purchase | $15,001 - $50,000 | Oct 11, 2022 |
| Sep 12, 2022 | LMT | Lockheed Martin Corporation | Purchase | $1,001 - $15,000 | Oct 11, 2022 |
| Sep 13, 2022 | WMT | Walmart Inc | Purchase | $1,001 - $15,000 | Oct 11, 2022 |
| Sep 9, 2022 | FBKWX | Fidelity Advisor Total Bond CL Z | Sale (Full) | $1,001 - $15,000 | Oct 11, 2022 |
| Sep 9, 2022 | HD | Home Depot Inc | Purchase | $15,001 - $50,000 | Oct 11, 2022 |
| Sep 9, 2022 | LUBYX | Lord Abbett Ultra Short Bond CL I | Purchase | $15,001 - $50,000 | Oct 11, 2022 |
| Sep 9, 2022 | LUBYX | Lord Abbett Ultra Short Bond CL I | Purchase | $100,001 - $250,000 | Oct 11, 2022 |
| Sep 9, 2022 | HD | Home Depot Inc | Purchase | $1,001 - $15,000 | Oct 11, 2022 |
| Sep 8, 2022 | FBKWX | Fidelity Advisor Total Bond CL Z | Sale (Full) | $100,001 - $250,000 | Oct 11, 2022 |
| Sep 13, 2022 | CSCO | Cisco Systems Inc | Purchase | $15,001 - $50,000 | Oct 11, 2022 |
| Mar 21, 2022 | QQQ | Invesco QQQ Trust Unit | Purchase | $100,001 - $250,000 | Apr 8, 2022 |
| Mar 21, 2022 | MSFT | Microsoft Corp | Purchase | $100,001 - $250,000 | Apr 8, 2022 |
| Mar 11, 2022 | UHG | United Health Group Inc | Purchase | $15,001 - $50,000 | Apr 8, 2022 |
| Mar 21, 2022 | CMCSA | Comcast Corp | Purchase | $100,001 - $250,000 | Apr 8, 2022 |
| Mar 21, 2022 | AAPL | Apple Inc | Purchase | $15,001 - $50,000 | Apr 8, 2022 |
| Mar 21, 2022 | JPM | JP Morgan Chase & Co | Purchase | $100,001 - $250,000 | Apr 8, 2022 |
| Mar 21, 2022 | GOOGL | Alphabet Inc | Purchase | $15,001 - $50,000 | Apr 8, 2022 |
| Mar 21, 2022 | VZ | Verizon Communications | Purchase | $15,001 - $50,000 | Apr 8, 2022 |
| Mar 10, 2022 | DIS | Discover Financial Services | Purchase | $15,001 - $50,000 | Apr 8, 2022 |
| Mar 15, 2022 | VZ | Verizon Communications | Purchase | $15,001 - $50,000 | Apr 8, 2022 |
| Mar 15, 2022 | MDT | Medtronic PLC | Purchase | $15,001 - $50,000 | Apr 8, 2022 |
| Mar 11, 2022 | WMT | Walmart Inc | Purchase | $15,001 - $50,000 | Apr 8, 2022 |
| Mar 21, 2022 | BRK.B | Berkshire Hathaway Inc | Purchase | $100,001 - $250,000 | Apr 8, 2022 |
| Mar 10, 2022 | PNC | PNC Financial Services Group | Purchase | $15,001 - $50,000 | Apr 8, 2022 |
| Mar 21, 2022 | SBUX | Starbucks Corp | Purchase | $50,001 - $100,000 | Apr 8, 2022 |
| Mar 11, 2022 | VZ | Verizon Communications Inc | Purchase | $1,001 - $15,000 | Apr 8, 2022 |
| Mar 21, 2022 | CSCO | Cisco Systems Inc | Purchase | $100,001 - $250,000 | Apr 8, 2022 |
| Mar 10, 2022 | AEP | American Electric Power Co | Sale (Full) | $100,001 - $250,000 | Apr 8, 2022 |
| Mar 10, 2022 | AEP | American Electric Power Co | Sale (Full) | $15,001 - $50,000 | Apr 8, 2022 |
| Mar 10, 2022 | SBUX | Starbucks Corp | Purchase | $15,001 - $50,000 | Apr 8, 2022 |
| Mar 11, 2022 | UHG | United Health Corp | Purchase | $15,001 - $50,000 | Apr 8, 2022 |
| Mar 10, 2022 | V | Visa Inc | Purchase | $15,001 - $50,000 | Apr 8, 2022 |
| Apr 27, 2021 | BRP | BRP group, Inc. - Class A | Sale (Full) | $1,000,001 - $5,000,000 | Mar 3, 2022 |
| Sep 17, 2021 | FSKAX | Fidelity Total Market Index Fund | Purchase | $50,001 - $100,000 | Oct 20, 2021 |
| Sep 17, 2021 | FSKAX | Fidelity Total Market Index Fund | Purchase | $1,001 - $15,000 | Oct 20, 2021 |
| Sep 17, 2021 | FEPAX | Fidelity Advisor Total Bond Class Z | Purchase | $1,001 - $15,000 | Oct 20, 2021 |
| Jun 8, 2021 | OGN | Organon & Co | Sale (Full) | $1,001 - $15,000 | Jun 15, 2021 |
| Jun 8, 2021 | OGN | Organon & Co | Sale (Full) | $1,001 - $15,000 | Jun 15, 2021 |
| May 20, 2021 | VTRA | Viatris Inc Common Stock | Sale (Full) | $1,000 - $15,000 | Jun 8, 2021 |
| May 20, 2021 | T | AT&T | Sale (Full) | $15,000 - $50,000 | Jun 8, 2021 |
| May 20, 2021 | VTRS | Viatris Inc Common Stock | Sale (Full) | $15,000 - $50,000 | Jun 8, 2021 |
| May 20, 2021 | VTRS | Viatris Inc Common Stock | Sale (Full) | $100,001 - $250,000 | Jun 8, 2021 |
| May 20, 2021 | DFS | Discover Financial Services Common Stock | Sale (Full) | $1,000 - $15,000 | Jun 8, 2021 |
| May 20, 2021 | T | AT&T Inc Common Stock | Sale (Partial) | $1,000 - $15,000 | Jun 8, 2021 |
| May 20, 2021 | DFS | Discover Financial Services Common Stock | Sale (Partial) | $15,000 - $50,000 | Jun 8, 2021 |
| May 20, 2021 | VTRS | Viatris Inc Common Stock | Sale (Full) | $1,000 - $15,000 | Jun 8, 2021 |
| Apr 27, 2021 | BRP | BRP Group Inc - Class A | Sale (Full) | $1,000,001 - $5,000,000 | Jun 1, 2021 |
| Apr 27, 2021 | BRP | BRP Group Inc Common Class A | Sale (Full) | $1,000,000 - $5,000,000 | May 20, 2021 |
| Feb 11, 2021 | BRP | BRP Group, Inc - Class A. 78,058 shares ... | Exchange | $1,000,001 - $5,000,000 | Mar 26, 2021 |