Public disclosures
Katherine M. Clark
Source: US House Clerk periodic transaction reports · last synced Sep 11, 2026Chamber
House
State / district
MA-05
Party
Not stated in filing
Disclosed trades
342
| Asset | Type | Transaction date | Notified | Reported range | Owner | Filing |
|---|---|---|---|---|---|---|
| PG · Procter & Gamble Company | Sale | Sep 17, 2025 | Oct 2, 2025 | $15,001 - $50,000 | Self | PTR PDF |
| NYCB · New York Community Bancorp, Inc. Common Stock | Sale | Mar 1, 2024 | Apr 2, 2024 | $1,001 - $15,000 | Self | PTR PDF |
| KO · Coca-Cola Company | Sale | Oct 9, 2023 | Nov 3, 2023 | $15,001 - $50,000 | Self | PTR PDF |
| WBD · Warner Bros. Discovery, Inc. - Series A | Exchange | Apr 8, 2022 | May 11, 2023 | $1,001 - $15,000 | Self | PTR PDF |
| MRK · Merck & Company, Inc. Common Stock | Sale | Sep 16, 2021 | Oct 13, 2021 | $1,001 - $15,000 | Spouse | PTR PDF |
| NVO · Novo Nordisk A/S | Sale | Sep 16, 2021 | Oct 13, 2021 | $1,001 - $15,000 | Spouse | PTR PDF |
| PEP · Pepsico, Inc. | Sale | Sep 16, 2021 | Oct 13, 2021 | $1,001 - $15,000 | Spouse | PTR PDF |
| SAP · SAP SE ADS | Sale | Sep 16, 2021 | Oct 13, 2021 | $1,001 - $15,000 | Spouse | PTR PDF |
| SONY · Sony group Corporation American Depositary Shares | Sale | Sep 16, 2021 | Oct 13, 2021 | $1,001 - $15,000 | Spouse | PTR PDF |
| STT · State Street Corporation | Sale | Sep 16, 2021 | Oct 13, 2021 | $1,001 - $15,000 | Spouse | PTR PDF |
| GOOGL · Alphabet Inc. - Class A | Sale | Sep 16, 2021 | Oct 13, 2021 | $1,001 - $15,000 | Spouse | PTR PDF |
| BBY · best buy Co., Inc. | Sale | Sep 16, 2021 | Oct 13, 2021 | $1,001 - $15,000 | Spouse | PTR PDF |
| EW · Edwards lifesciences Corporation | Sale | Sep 16, 2021 | Oct 13, 2021 | $1,001 - $15,000 | Spouse | PTR PDF |
| HD · Home Depot, Inc. | Sale | Sep 16, 2021 | Oct 13, 2021 | $1,001 - $15,000 | Spouse | PTR PDF |
| INTC · Intel Corporation | Sale | Sep 16, 2021 | Oct 13, 2021 | $1,001 - $15,000 | Spouse | PTR PDF |
| MSFT · Microsoft Corporation | Sale | Sep 16, 2021 | Oct 13, 2021 | $1,001 - $15,000 | Spouse | PTR PDF |
| ORCL · Oracle Corporation | Sale | Sep 16, 2021 | Oct 13, 2021 | $1,001 - $15,000 | Spouse | PTR PDF |
| SPGI · S&P global Inc. | Sale | Sep 16, 2021 | Oct 13, 2021 | $1,001 - $15,000 | Spouse | PTR PDF |
| SBUX · Starbucks Corporation | Sale | Sep 16, 2021 | Oct 13, 2021 | $1,001 - $15,000 | Spouse | PTR PDF |
| TSM · Taiwan Semiconductor Manufacturing Company ltd. | Sale | Sep 16, 2021 | Oct 13, 2021 | $1,001 - $15,000 | Spouse | PTR PDF |
| V · Visa Inc. | Sale | Sep 16, 2021 | Oct 13, 2021 | $1,001 - $15,000 | Spouse | PTR PDF |
| AY · Atlantica Sustainable Infrastructure plc - Ordinary Shares | Sale | Sep 16, 2021 | Oct 13, 2021 | $1,001 - $15,000 | Spouse | PTR PDF |
| CSCO · Cisco Systems, Inc. | Sale | Sep 16, 2021 | Oct 13, 2021 | $1,001 - $15,000 | Spouse | PTR PDF |
| CCEP · Coca-Cola Europacific Partners plc - Ordinary Shares | Sale | Sep 16, 2021 | Oct 13, 2021 | $1,001 - $15,000 | Spouse | PTR PDF |
| HON · Honeywell International Inc. | Sale | Sep 16, 2021 | Oct 13, 2021 | $1,001 - $15,000 | Spouse | PTR PDF |
| UBS · ubS group Ag Registered Ordinary Shares | Purchase | Jul 27, 2021 | Aug 13, 2021 | $1,001 - $15,000 | Spouse | PTR PDF |
| CSCO · Cisco Systems, Inc. | Purchase | Jul 27, 2021 | Aug 13, 2021 | $1,001 - $15,000 | Spouse | PTR PDF |
| HON · Honeywell International Inc. | Purchase | Jul 27, 2021 | Aug 13, 2021 | $1,001 - $15,000 | Spouse | PTR PDF |
| MRK · Merck & Company, Inc. Common Stock | Purchase | Jul 27, 2021 | Aug 13, 2021 | $1,001 - $15,000 | Spouse | PTR PDF |
| MSFT · Microsoft Corporation | Purchase | Jul 27, 2021 | Aug 13, 2021 | $1,001 - $15,000 | Spouse | PTR PDF |
| ORAN · Orange | Sale | Jul 27, 2021 | Aug 13, 2021 | $1,001 - $15,000 | Spouse | PTR PDF |
| EW · Edwards lifesciences Corporation | Sale | Jul 27, 2021 | Aug 13, 2021 | $1,001 - $15,000 | Spouse | PTR PDF |
| V · Visa Inc. | Purchase | Jul 27, 2021 | Aug 13, 2021 | $1,001 - $15,000 | Spouse | PTR PDF |
| ABB · Abb ltd | Sale | Jul 27, 2021 | Aug 13, 2021 | $1,001 - $15,000 | Spouse | PTR PDF |
| HD · Home depot, Inc. | Purchase | Jul 27, 2021 | Aug 13, 2021 | $1,001 - $15,000 | Spouse | PTR PDF |
| IRM · Iron Mountain Incorporated | Sale | Jul 27, 2021 | Aug 13, 2021 | $1,001 - $15,000 | Spouse | PTR PDF |
| PG · Procter & gamble Company | Purchase | Jun 30, 2021 | Jul 6, 2021 | $1,001 - $15,000 | Self | PTR PDF |
| SONY · Sony group Corporation American depositary Shares | Purchase | Jun 4, 2021 | Aug 13, 2021 | $1,001 - $15,000 | Spouse | PTR PDF |
| XYL · Xylem Inc. Common Stock New | Sale | Jun 4, 2021 | Aug 13, 2021 | $1,001 - $15,000 | Spouse | PTR PDF |
| SPG · Simon Property group, Inc. | Sale | Jun 4, 2021 | Aug 13, 2021 | $1,001 - $15,000 | Spouse | PTR PDF |
| GSK · glaxoSmithKline PlC | Sale | Jun 4, 2021 | Aug 13, 2021 | $1,001 - $15,000 | Spouse | PTR PDF |
| FSLR · First Solar, Inc. | Purchase | Jun 4, 2021 | Aug 13, 2021 | $1,001 - $15,000 | Spouse | PTR PDF |
| BLK · blackRock, Inc. | Sale | Jun 4, 2021 | Aug 13, 2021 | $1,001 - $15,000 | Spouse | PTR PDF |
| BBY · best buy Co., Inc. | Purchase | Jun 4, 2021 | Aug 13, 2021 | $1,001 - $15,000 | Spouse | PTR PDF |
| AY · Atlantica Sustainable Infrastructure plc - Ordinary Shares | Purchase | Jun 4, 2021 | Aug 13, 2021 | $1,001 - $15,000 | Spouse | PTR PDF |
| CCEP · Coca-Cola European Partners plc Ordinary Shares | Sale | Feb 8, 2021 | Mar 1, 2021 | $1,001 - $15,000 | Spouse | PTR PDF |
| TSM · Taiwan Semiconductor Manufacturing Company ltd. | Sale | Feb 8, 2021 | Mar 1, 2021 | $1,001 - $15,000 | Spouse | PTR PDF |
| GOOGL · Alphabet Inc. - Class A | Sale | Feb 8, 2021 | Mar 1, 2021 | $1,001 - $15,000 | Spouse | PTR PDF |
| CLNE · Clean Energy Fuels Corp. | Purchase | Feb 8, 2021 | Mar 1, 2021 | $1,001 - $15,000 | Spouse | PTR PDF |
| HD · Home depot, Inc. | Sale | Feb 8, 2021 | Mar 1, 2021 | $1,001 - $15,000 | Spouse | PTR PDF |
| SPG · Simon Property group, Inc. | Purchase | Feb 8, 2021 | Mar 1, 2021 | $1,001 - $15,000 | Spouse | PTR PDF |
| STT · State Street Corporation | Sale | Feb 8, 2021 | Mar 1, 2021 | $1,001 - $15,000 | Spouse | PTR PDF |
| ABB · Abb ltd | Purchase | Nov 10, 2020 | Dec 28, 2020 | $1,001 - $15,000 | Spouse | PTR PDF |
| MDT · Medtronic plc. Ordinary Shares | Sale | Nov 5, 2020 | Dec 28, 2020 | $1,001 - $15,000 | Spouse | PTR PDF |
| CCEP · Coca-Cola European Partners plc Ordinary Shares | Purchase | Nov 5, 2020 | Dec 28, 2020 | $1,001 - $15,000 | Spouse | PTR PDF |
| COST · Costco Wholesale Corporation | Sale | Nov 5, 2020 | Dec 28, 2020 | $1,001 - $15,000 | Spouse | PTR PDF |
| EW · Edwards lifesciences Corporation | Purchase | Nov 5, 2020 | Dec 28, 2020 | $1,001 - $15,000 | Spouse | PTR PDF |
| FIS · Fidelity National Information Services, Inc. | Sale | Nov 5, 2020 | Dec 28, 2020 | $1,001 - $15,000 | Spouse | PTR PDF |
| INTC · Intel Corporation | Purchase | Nov 5, 2020 | Dec 28, 2020 | $1,001 - $15,000 | Spouse | PTR PDF |
| INVH · Invitation Homes Inc. | Sale | Nov 5, 2020 | Dec 28, 2020 | $1,001 - $15,000 | Spouse | PTR PDF |
| IRM · Iron Mountain Incorporated | Purchase | Nov 5, 2020 | Dec 28, 2020 | $1,001 - $15,000 | Spouse | PTR PDF |
| JPM · JP Morgan Chase & Co. | Sale | Nov 5, 2020 | Dec 28, 2020 | $1,001 - $15,000 | Spouse | PTR PDF |
| MA · Mastercard Incorporated | Purchase | Nov 5, 2020 | Dec 28, 2020 | $1,001 - $15,000 | Spouse | PTR PDF |
| NVO · Novo Nordisk A/S | Purchase | Nov 5, 2020 | Dec 28, 2020 | $1,001 - $15,000 | Spouse | PTR PDF |
| ORAN · Orange | Purchase | Nov 5, 2020 | Dec 28, 2020 | $1,001 - $15,000 | Spouse | PTR PDF |
| PEP · Pepsico, Inc. | Purchase | Nov 5, 2020 | Dec 28, 2020 | $1,001 - $15,000 | Spouse | PTR PDF |
| SAP · SAP SE AdS | Purchase | Nov 5, 2020 | Dec 28, 2020 | $1,001 - $15,000 | Spouse | PTR PDF |
| SKX · Skechers u.S.A., Inc. | Sale | Nov 5, 2020 | Dec 28, 2020 | $1,001 - $15,000 | Spouse | PTR PDF |
| SNE · Sony Corporation | Sale | Nov 5, 2020 | Dec 28, 2020 | $1,001 - $15,000 | Spouse | PTR PDF |
| STT · State Street Corporation | Purchase | Nov 5, 2020 | Dec 28, 2020 | $1,001 - $15,000 | Spouse | PTR PDF |
| TSM · Taiwan Semiconductor Manufacturing Company ltd. | Sale | Nov 5, 2020 | Dec 28, 2020 | $1,001 - $15,000 | Spouse | PTR PDF |
| VAW · Vanguard Materials ETF | Sale | Nov 5, 2020 | Dec 28, 2020 | $1,001 - $15,000 | Spouse | PTR PDF |
| V · Visa Inc. | Sale | Nov 5, 2020 | Dec 28, 2020 | $1,001 - $15,000 | Spouse | PTR PDF |
| ABT · Abbott laboratories | Sale | Nov 5, 2020 | Dec 28, 2020 | $1,001 - $15,000 | Spouse | PTR PDF |
| BLK · blackRock, Inc. | Purchase | Nov 5, 2020 | Dec 28, 2020 | $1,001 - $15,000 | Spouse | PTR PDF |
| ELAN · Elanco Animal Health Incorporated | Sale | Nov 5, 2020 | Dec 28, 2020 | $1,001 - $15,000 | Spouse | PTR PDF |
| FSLR · First Solar, Inc. | Purchase | Nov 5, 2020 | Dec 28, 2020 | $1,001 - $15,000 | Spouse | PTR PDF |
| FLIR · FlIR Systems, Inc. | Sale | Nov 5, 2020 | Dec 28, 2020 | $1,001 - $15,000 | Spouse | PTR PDF |
| GSK · glaxoSmithKline PlC | Purchase | Nov 5, 2020 | Dec 28, 2020 | $1,001 - $15,000 | Spouse | PTR PDF |
| HOLX · Hologic, Inc. | Sale | Nov 5, 2020 | Dec 28, 2020 | $1,001 - $15,000 | Spouse | PTR PDF |
| PHG · Koninklijke Philips N.V. NY Registry Shares | Purchase | Nov 5, 2020 | Dec 28, 2020 | $1,001 - $15,000 | Spouse | PTR PDF |
| LHX · l3Harris Technologies, Inc. | Sale | Nov 5, 2020 | Dec 28, 2020 | $1,001 - $15,000 | Spouse | PTR PDF |
| ORCL · Oracle Corporation | Purchase | Nov 5, 2020 | Dec 28, 2020 | $1,001 - $15,000 | Spouse | PTR PDF |
| SPGI · S&P global Inc. | Purchase | Nov 5, 2020 | Dec 28, 2020 | $1,001 - $15,000 | Spouse | PTR PDF |
| SBUX · Starbucks Corporation | Purchase | Nov 5, 2020 | Dec 28, 2020 | $1,001 - $15,000 | Spouse | PTR PDF |
| UBS · ubS group Ag Registered Ordinary Shares | Sale | Nov 5, 2020 | Dec 28, 2020 | $1,001 - $15,000 | Spouse | PTR PDF |
| UNP · union Pacific Corporation | Sale | Nov 5, 2020 | Dec 28, 2020 | $1,001 - $15,000 | Spouse | PTR PDF |
| XYL · Xylem Inc. Common Stock New | Purchase | Nov 5, 2020 | Dec 28, 2020 | $1,001 - $15,000 | Spouse | PTR PDF |
| ABT · Abbott laboratories | Purchase | Oct 22, 2020 | Nov 27, 2020 | $1,001 - $15,000 | Spouse | PTR PDF |
| AAPL · Apple Inc. | Sale | Oct 22, 2020 | Nov 27, 2020 | $1,001 - $15,000 | Spouse | PTR PDF |
| CCEP · Coca-Cola European Partners plc Ordinary Shares | Sale | Oct 22, 2020 | Nov 27, 2020 | $1,001 - $15,000 | Spouse | PTR PDF |
| COST · Costco Wholesale Corporation | Purchase | Oct 22, 2020 | Nov 27, 2020 | $1,001 - $15,000 | Spouse | PTR PDF |
| FIS · Fidelity National Information Services, Inc. | Purchase | Oct 22, 2020 | Nov 27, 2020 | $1,001 - $15,000 | Spouse | PTR PDF |
| INTC · Intel Corporation | Sale | Oct 22, 2020 | Nov 27, 2020 | $1,001 - $15,000 | Spouse | PTR PDF |
| INVH · Invitation Homes Inc. | Sale | Oct 22, 2020 | Nov 27, 2020 | $1,001 - $15,000 | Spouse | PTR PDF |
| MOS · Mosaic Company | Sale | Oct 22, 2020 | Nov 27, 2020 | $1,001 - $15,000 | Spouse | PTR PDF |
| SKX · Skechers u.S.A., Inc. | Sale | Oct 22, 2020 | Nov 27, 2020 | $1,001 - $15,000 | Spouse | PTR PDF |
| SNE · Sony Corporation | Purchase | Oct 22, 2020 | Nov 27, 2020 | $1,001 - $15,000 | Spouse | PTR PDF |
| TSM · Taiwan Semiconductor Manufacturing Company ltd. | Sale | Oct 22, 2020 | Nov 27, 2020 | $1,001 - $15,000 | Spouse | PTR PDF |
| GOOGL · Alphabet Inc. - Class A | Sale | Oct 22, 2020 | Nov 27, 2020 | $1,001 - $15,000 | Spouse | PTR PDF |
| UNH · unitedHealth group Incorporated Common Stock | Sale | Oct 22, 2020 | Nov 27, 2020 | $1,001 - $15,000 | Spouse | PTR PDF |
| UNP · union Pacific Corporation | Purchase | Oct 22, 2020 | Nov 27, 2020 | $1,001 - $15,000 | Spouse | PTR PDF |
| UBS · ubS group Ag Registered Ordinary Shares | Purchase | Oct 22, 2020 | Nov 27, 2020 | $1,001 - $15,000 | Spouse | PTR PDF |
| ORCL · Oracle Corporation | Sale | Oct 22, 2020 | Nov 27, 2020 | $1,001 - $15,000 | Spouse | PTR PDF |
| NGG · National grid Transco, PlC National grid PlC | Purchase | Oct 22, 2020 | Nov 27, 2020 | $1,001 - $15,000 | Spouse | PTR PDF |
| KMB · Kimberly-Clark Corporation | Sale | Oct 22, 2020 | Nov 27, 2020 | $1,001 - $15,000 | Spouse | PTR PDF |
| JPM · JP Morgan Chase & Co. | Sale | Oct 22, 2020 | Nov 27, 2020 | $1,001 - $15,000 | Spouse | PTR PDF |
| HSBC · HSbC Holdings, plc. | Sale | Oct 22, 2020 | Nov 27, 2020 | $1,001 - $15,000 | Spouse | PTR PDF |
| HD · Home depot, Inc. | Sale | Oct 22, 2020 | Nov 27, 2020 | $1,001 - $15,000 | Spouse | PTR PDF |
| HOLX · Hologic, Inc. | Purchase | Oct 22, 2020 | Nov 27, 2020 | $1,001 - $15,000 | Spouse | PTR PDF |
| GSK · glaxoSmithKline PlC | Sale | Oct 22, 2020 | Nov 27, 2020 | $1,001 - $15,000 | Spouse | PTR PDF |
| FLIR · FlIR Systems, Inc. | Purchase | Oct 22, 2020 | Nov 27, 2020 | $1,001 - $15,000 | Spouse | PTR PDF |
| ELAN · Elanco Animal Health Incorporated | Purchase | Oct 22, 2020 | Nov 27, 2020 | $1,001 - $15,000 | Spouse | PTR PDF |
| BMY · bristol-Myers Squibb Company | Sale | Oct 22, 2020 | Nov 27, 2020 | $1,001 - $15,000 | Spouse | PTR PDF |
| MOS · Mosaic Company | Purchase | Apr 3, 2020 | May 21, 2020 | $1,001 - $15,000 | Spouse | PTR PDF |
| LHX · l3Harris Technologies, Inc. | Purchase | Apr 3, 2020 | May 21, 2020 | $1,001 - $15,000 | Spouse | PTR PDF |
| BMY · bristol-Myers Squibb Company | Purchase | Apr 3, 2020 | May 21, 2020 | $1,001 - $15,000 | Spouse | PTR PDF |
| AAPL · Apple Inc. | Purchase | Apr 3, 2020 | May 21, 2020 | $1,001 - $15,000 | Spouse | PTR PDF |
| GOOGL · Alphabet Inc. - Class A | Purchase | Apr 3, 2020 | May 21, 2020 | $1,001 - $15,000 | Spouse | PTR PDF |
| ABB · Abb ltd | Sale | Apr 3, 2020 | May 21, 2020 | $1,001 - $15,000 | Spouse | PTR PDF |
| EMR · Emerson Electric Company | Sale | Apr 3, 2020 | May 21, 2020 | $1,001 - $15,000 | Spouse | PTR PDF |
| LGND · ligand Pharmaceuticals Incorporated | Purchase | Apr 3, 2020 | May 21, 2020 | $1,001 - $15,000 | Spouse | PTR PDF |
| AMCX · AMC Networks Inc. - Class A | Sale | Apr 3, 2020 | May 21, 2020 | $1,001 - $15,000 | Spouse | PTR PDF |
| MPC · Marathon Petroleum Corporation | Sale | Mar 20, 2020 | Apr 14, 2020 | $1,001 - $15,000 | Spouse | PTR PDF |
| SKX · Skechers u.S.A., Inc. | Sale | Mar 2, 2020 | Apr 14, 2020 | $1,001 - $15,000 | Spouse | PTR PDF |
| MPC · Marathon Petroleum Corporation | Purchase | Mar 2, 2020 | Apr 14, 2020 | $1,001 - $15,000 | Spouse | PTR PDF |
| SKX · Skechers u.S.A., Inc. | Purchase | Mar 2, 2020 | Apr 14, 2020 | $1,001 - $15,000 | Spouse | PTR PDF |
| RBA · Ritchie bros. Auctioneers Incorporated | Sale | Mar 2, 2020 | Apr 14, 2020 | $1,001 - $15,000 | Spouse | PTR PDF |
| HAS · Hasbro, Inc. | Sale | Mar 2, 2020 | Apr 14, 2020 | $1,001 - $15,000 | Spouse | PTR PDF |
| GSK · glaxoSmithKline PlC | Purchase | Mar 2, 2020 | Apr 14, 2020 | $1,001 - $15,000 | Spouse | PTR PDF |
| UPS · united Parcel Service, Inc. | Sale | Jan 30, 2020 | Feb 3, 2020 | $15,001 - $50,000 | Self | PTR PDF |
| CCEP · Coca-Cola European Partners plc Ordinary Shares | Purchase | Nov 5, 2019 | Dec 9, 2019 | $1,001 - $15,000 | Spouse | PTR PDF |
| AMCX · AMC Networks Inc. - Class A | Purchase | Nov 5, 2019 | Dec 9, 2019 | $1,001 - $15,000 | Spouse | PTR PDF |
| CNC · Centene Corporation | Sale | Nov 5, 2019 | Dec 9, 2019 | $1,001 - $15,000 | Spouse | PTR PDF |
| PXD · Pioneer Natural Resources Company | Sale | Nov 5, 2019 | Dec 9, 2019 | $1,001 - $15,000 | Spouse | PTR PDF |
| KMB · Kimberly-Clark Corporation | Purchase | Nov 5, 2019 | Dec 9, 2019 | $1,001 - $15,000 | Spouse | PTR PDF |
| HAS · Hasbro, Inc. | Purchase | Nov 5, 2019 | Dec 9, 2019 | $1,001 - $15,000 | Spouse | PTR PDF |
| TSM · Taiwan Semiconductor Manufacturing Company ltd. | Sale | Nov 5, 2019 | Dec 9, 2019 | $1,001 - $15,000 | Spouse | PTR PDF |
| INVH · Invitation Homes Inc. | Purchase | Nov 5, 2019 | Dec 9, 2019 | $1,001 - $15,000 | Spouse | PTR PDF |
| IVZ · Invesco ltd | Sale | Nov 5, 2019 | Dec 9, 2019 | $1,001 - $15,000 | Spouse | PTR PDF |
| MOS · Mosaic Company | Purchase | Jul 9, 2019 | Sep 9, 2019 | $1,001 - $15,000 | Spouse | PTR PDF |
| HON · Honeywell International Inc. | Sale | Jul 9, 2019 | Sep 9, 2019 | $1,001 - $15,000 | Spouse | PTR PDF |
| MPC · Marathon Petroleum Corporation | Purchase | Jun 4, 2019 | Jul 22, 2019 | $1,001 - $15,000 | Spouse | PTR PDF |
| HAS · Hasbro, Inc. | Sale | Jun 4, 2019 | Jul 22, 2019 | $1,001 - $15,000 | Spouse | PTR PDF |
| APC · Anadarko Petroleum Corporation | Sale | Jun 4, 2019 | Jul 22, 2019 | $1,001 - $15,000 | Spouse | PTR PDF |
| TSM · Taiwan Semiconductor Manufacturing Company ltd. | Purchase | May 12, 2019 | Jun 24, 2019 | $1,001 - $15,000 | Spouse | PTR PDF |
| APC · Anadarko Petroleum Corporation | Sale | May 12, 2019 | Jun 24, 2019 | $1,001 - $15,000 | Spouse | PTR PDF |
| AMT · American Tower Corporation | Sale | May 12, 2019 | Jun 24, 2019 | $1,001 - $15,000 | Spouse | PTR PDF |
| SNE · Sony Corporation | Sale | May 12, 2019 | Apr 26, 2019 | $1,001 - $15,000 | Spouse | PTR PDF |
| T · aT&T Inc. | Purchase | Mar 13, 2019 | Apr 2, 2019 | $1,001 - $15,000 | Self | PTR PDF |
| MDT · Medtronic plc. Ordinary Shares | Purchase | Jan 29, 2019 | Feb 15, 2019 | $1,001 - $15,000 | Spouse | PTR PDF |
| SBUX · Starbucks Corporation | Sale | Jan 29, 2019 | Feb 15, 2019 | $1,001 - $15,000 | Spouse | PTR PDF |
| APC · Anadarko Petroleum Corporation | Purchase | Jan 29, 2019 | Feb 15, 2019 | $1,001 - $15,000 | Spouse | PTR PDF |
| SCCO · Southern Copper Corporation | Sale | Jan 29, 2019 | Feb 15, 2019 | $1,001 - $15,000 | Spouse | PTR PDF |
| AMT · American Tower Corporation | Purchase | Jan 29, 2019 | Feb 15, 2019 | $1,001 - $15,000 | Spouse | PTR PDF |
| PNC · PNC Financial Services group, Inc. | Sale | Jan 25, 2019 | Feb 1, 2019 | $15,001 - $50,000 | Self | PTR PDF |
| INTC · Intel Corporation | Sale | Jan 25, 2019 | Feb 1, 2019 | $15,001 - $50,000 | Self | PTR PDF |
| KHC · The Kraft Heinz Company | Sale | Jan 25, 2019 | Feb 1, 2019 | $15,001 - $50,000 | Self | PTR PDF |
| NSC · Norfolk Southern Corporation | Sale | Jan 25, 2019 | Feb 1, 2019 | $15,001 - $50,000 | Self | PTR PDF |
| CCT · Corporate Capital Trust, Inc. | Sale | Jan 25, 2019 | Feb 1, 2019 | $15,001 - $50,000 | Self | PTR PDF |
| FSK · FS KKR Capital Corp. | Sale | Jan 25, 2019 | Feb 1, 2019 | $15,001 - $50,000 | Self | PTR PDF |
| AAPL · Apple Inc. | Sale | Oct 1, 2018 | Nov 18, 2018 | $1,001 - $15,000 | Spouse | PTR PDF |
| CLX · Clorox Company | Sale | Oct 1, 2018 | Nov 18, 2018 | $1,001 - $15,000 | Spouse | PTR PDF |
| INTC · Intel Corporation | Purchase | Oct 1, 2018 | Nov 18, 2018 | $1,001 - $15,000 | Spouse | PTR PDF |
| CHKP · Check Point Software Technologies ltd. - Ordinary Shares | Sale | Oct 1, 2018 | Nov 18, 2018 | $1,001 - $15,000 | Spouse | PTR PDF |
| AMCX · AMC Networks Inc. - Class A | Purchase | Oct 1, 2018 | Nov 18, 2018 | $1,001 - $15,000 | Spouse | PTR PDF |
| SBUX · Starbucks Corporation | Purchase | Oct 1, 2018 | Nov 18, 2018 | $1,001 - $15,000 | Spouse | PTR PDF |
| HSBC · HSbC Holdings, plc. | Purchase | Oct 1, 2018 | Nov 18, 2018 | $1,001 - $15,000 | Spouse | PTR PDF |
| SEE · Sealed Air Corporation | Sale | Oct 1, 2018 | Nov 18, 2018 | $1,001 - $15,000 | Spouse | PTR PDF |
| APC · Anadarko Petroleum Corporation | Purchase | Jul 6, 2018 | Oct 3, 2018 | $1,001 - $15,000 | Spouse | PTR PDF |
| CB · Chubb limited | Sale | Jul 6, 2018 | Oct 3, 2018 | $1,001 - $15,000 | Spouse | PTR PDF |
| CHL · China Mobile limited | Sale | Apr 9, 2018 | May 8, 2018 | $1,001 - $15,000 | Spouse | PTR PDF |
| TWTR · Twitter, Inc. | Sale | Mar 27, 2018 | Apr 2, 2018 | $15,001 - $50,000 | Self | PTR PDF |
| ABB · Abb ltd | Purchase | Jan 3, 2018 | Feb 8, 2018 | $1,001 - $15,000 | Spouse | PTR PDF |
| CLX · Clorox Company | Sale | Jan 3, 2018 | Feb 8, 2018 | $1,001 - $15,000 | Spouse | PTR PDF |
| EMR · Emerson Electric Company | Purchase | Jan 3, 2018 | Feb 8, 2018 | $1,001 - $15,000 | Spouse | PTR PDF |
| GSK · glaxoSmithKline PlC | Sale | Jan 3, 2018 | Feb 8, 2018 | $1,001 - $15,000 | Spouse | PTR PDF |
| HAS · Hasbro, Inc. | Purchase | Jan 3, 2018 | Feb 8, 2018 | $1,001 - $15,000 | Spouse | PTR PDF |
| PXD · Pioneer Natural Resources Company | Sale | Jan 3, 2018 | Feb 8, 2018 | $1,001 - $15,000 | Spouse | PTR PDF |
| SCCO · Southern Copper Corporation | Sale | Jan 3, 2018 | Feb 8, 2018 | $1,001 - $15,000 | Spouse | PTR PDF |
| WM · Waste Management, Inc. | Sale | Jan 3, 2018 | Feb 8, 2018 | $1,001 - $15,000 | Spouse | PTR PDF |
| SCCO · Southern Copper Corporation | Purchase | Oct 5, 2017 | Nov 17, 2017 | $1,001 - $15,000 | Spouse | PTR PDF |
| AMGN · Amgen Inc. | Sale | Oct 5, 2017 | Nov 17, 2017 | $1,001 - $15,000 | Spouse | PTR PDF |
| SBUX · Starbucks Corporation | Sale | Jul 3, 2017 | Aug 14, 2017 | $1,001 - $15,000 | Spouse | PTR PDF |
| CNC · Centene Corporation | Purchase | Jul 3, 2017 | Aug 14, 2017 | $1,001 - $15,000 | Spouse | PTR PDF |
| DFS · discover Financial Services | Sale | Jul 3, 2017 | Aug 14, 2017 | $1,001 - $15,000 | Spouse | PTR PDF |
| IVZ · Invesco ltd | Purchase | Jul 3, 2017 | Aug 14, 2017 | $1,001 - $15,000 | Spouse | PTR PDF |
| NKE · Nike, Inc. | Sale | Jul 3, 2017 | Aug 14, 2017 | $1,001 - $15,000 | Spouse | PTR PDF |
| SLB · Schlumberger N.V. | Sale | Jul 3, 2017 | Aug 14, 2017 | $1,001 - $15,000 | Spouse | PTR PDF |
| SBUX · Starbucks Corporation | Sale | Jul 3, 2017 | Apr 25, 2018 | $1,001 - $15,000 | Spouse | PTR PDF |
| RBA · Ritchie bros. Auctioneers Incorporated | Purchase | Apr 4, 2017 | May 22, 2017 | $1,001 - $15,000 | Spouse | PTR PDF |
| SEE · Sealed Air Corporation | Purchase | Apr 4, 2017 | May 22, 2017 | $1,001 - $15,000 | Spouse | PTR PDF |
| CLX · Clorox Company | Purchase | Apr 4, 2017 | May 22, 2017 | $1,001 - $15,000 | Spouse | PTR PDF |
| BLK · blackRock, Inc. | Sale | Apr 4, 2017 | May 22, 2017 | $1,001 - $15,000 | Spouse | PTR PDF |
| MSFT · Microsoft Corporation | Sale | Apr 4, 2017 | May 22, 2017 | $1,001 - $15,000 | Spouse | PTR PDF |
| WFC · Wells Fargo & Company | Sale | Feb 13, 2017 | Mar 1, 2017 | $15,001 - $50,000 | Self | PTR PDF |
| NVO · Novo Nordisk A/S | Sale | Jan 5, 2017 | May 22, 2017 | $1,001 - $15,000 | Spouse | PTR PDF |
| DFS · discover Financial Services | Sale | Jan 5, 2017 | May 22, 2017 | $1,001 - $15,000 | Spouse | PTR PDF |
| GE · general Electric Company | Sale | Jan 5, 2017 | May 22, 2017 | $1,001 - $15,000 | Spouse | PTR PDF |
| SLB · Schlumberger N.V. | Purchase | Jan 5, 2017 | May 22, 2017 | $1,001 - $15,000 | Spouse | PTR PDF |
| D · Dominion Energy, Inc. | Sale | Jan 5, 2017 | Apr 25, 2018 | $1,001 - $15,000 | Spouse | PTR PDF |
| HON · Honeywell International Inc. | Purchase | Jan 5, 2017 | May 22, 2017 | $1,001 - $15,000 | Spouse | PTR PDF |
| ABBV · abbVie Inc. | Sale | Dec 16, 2016 | Jan 9, 2017 | $15,001 - $50,000 | Self | PTR PDF |
| GE · general Electric Company | Purchase | Oct 11, 2016 | Apr 26, 2017 | $1,001 - $15,000 | Spouse | PTR PDF |
| AAPL · Apple Inc. | Purchase | Oct 11, 2016 | Apr 26, 2017 | $1,001 - $15,000 | Spouse | PTR PDF |
| BLK · blackRock, Inc. | Purchase | Oct 11, 2016 | Apr 26, 2017 | $1,001 - $15,000 | Spouse | PTR PDF |
| CHKP · Check Point Software Technologies ltd. - Ordinary Shares | Purchase | Oct 11, 2016 | Apr 26, 2017 | $1,001 - $15,000 | Spouse | PTR PDF |
| CHL · China Mobile limited | Purchase | Oct 11, 2016 | Apr 26, 2017 | $1,001 - $15,000 | Spouse | PTR PDF |
| CCE · Coca-Cola European Partners plc Ordinary Shares | Purchase | Oct 11, 2016 | Apr 26, 2017 | $1,001 - $15,000 | Spouse | PTR PDF |
| CB · d/b/A Chubb limited New | Purchase | Oct 11, 2016 | Apr 26, 2017 | $1,001 - $15,000 | Spouse | PTR PDF |
| DFS · discover Financial Services | Purchase | Oct 11, 2016 | Apr 26, 2017 | $1,001 - $15,000 | Spouse | PTR PDF |
| D · dominion Energy, Inc. | Purchase | Oct 11, 2016 | Apr 26, 2017 | $1,001 - $15,000 | Spouse | PTR PDF |
| GSK · glaxoSmithKline PlC | Purchase | Oct 11, 2016 | Apr 26, 2017 | $1,001 - $15,000 | Spouse | PTR PDF |
| HD · Home depot, Inc. | Purchase | Oct 11, 2016 | Apr 26, 2017 | $1,001 - $15,000 | Spouse | PTR PDF |
| JPM · JP Morgan Chase & Co. | Purchase | Oct 11, 2016 | Apr 26, 2017 | $1,001 - $15,000 | Spouse | PTR PDF |
| MET · Metlife, Inc. | Purchase | Oct 11, 2016 | Apr 26, 2017 | $1,001 - $15,000 | Spouse | PTR PDF |
| MSFT · Microsoft Corporation | Purchase | Oct 11, 2016 | Apr 26, 2017 | $1,001 - $15,000 | Spouse | PTR PDF |
| NKE · Nike, Inc. | Purchase | Oct 11, 2016 | Apr 26, 2017 | $1,001 - $15,000 | Spouse | PTR PDF |
| NVO · Novo Nordisk A/S | Purchase | Oct 11, 2016 | Apr 26, 2017 | $1,001 - $15,000 | Spouse | PTR PDF |
| ORCL · Oracle Corporation | Purchase | Oct 11, 2016 | Apr 26, 2017 | $1,001 - $15,000 | Spouse | PTR PDF |
| PXD · Pioneer Natural Resources Company | Purchase | Oct 11, 2016 | Apr 26, 2017 | $1,001 - $15,000 | Spouse | PTR PDF |
| SBUX · Starbucks Corporation | Purchase | Oct 11, 2016 | Apr 26, 2017 | $1,001 - $15,000 | Spouse | PTR PDF |
| UNH · unitedHealth group Incorporated Common Stock | Purchase | Oct 11, 2016 | Apr 26, 2017 | $1,001 - $15,000 | Spouse | PTR PDF |
| V · Visa Inc. | Purchase | Oct 11, 2016 | Apr 26, 2017 | $1,001 - $15,000 | Spouse | PTR PDF |
| WM · Waste Management, Inc. | Purchase | Oct 11, 2016 | Apr 26, 2017 | $1,001 - $15,000 | Spouse | PTR PDF |
| AMGN · Amgen Inc. | Purchase | Oct 11, 2016 | Apr 26, 2017 | $1,001 - $15,000 | Spouse | PTR PDF |
| F · Ford Motor Company | Purchase | Jan 14, 2016 | Feb 10, 2016 | $1,001 - $15,000 | Self | PTR PDF |
| JNJ · Johnson & Johnson | Sale | Nov 19, 2015 | Dec 3, 2015 | $15,001 - $50,000 | Self | PTR PDF |
| ANTM · anthem, Inc. | Sale | Nov 19, 2015 | Dec 3, 2015 | $15,001 - $50,000 | Self | PTR PDF |
| TXN · Texas Instruments Incorporated | Sale | Nov 18, 2015 | Dec 3, 2015 | $15,001 - $50,000 | Self | PTR PDF |
| HP · Helmerich & Payne, Inc. | Sale | Nov 18, 2015 | Dec 3, 2015 | $1,001 - $15,000 | Self | PTR PDF |
| KMB · Kimberly-Clark Corporation | Sale | Nov 18, 2015 | Dec 3, 2015 | $15,001 - $50,000 | Self | PTR PDF |
| MRK · Merck & Company, Inc. Common Stock | Sale | Nov 18, 2015 | Dec 3, 2015 | $15,001 - $50,000 | Self | PTR PDF |
| MMM · 3M Company | Sale | Nov 18, 2015 | Dec 3, 2015 | $15,001 - $50,000 | Self | PTR PDF |
| LLY · Eli lilly and Company | Sale | Nov 18, 2015 | Dec 3, 2015 | $15,001 - $50,000 | Self | PTR PDF |
| TWTR · Twitter, Inc. | Purchase | Aug 24, 2015 | Sep 1, 2015 | $1,001 - $15,000 | Self | PTR PDF |
| VTR · Ventas, Inc. | Sale | May 7, 2015 | May 15, 2015 | $15,001 - $50,000 | Self | PTR PDF |
| SPG · Simon Property group, Inc. | Sale | May 7, 2015 | May 15, 2015 | $15,001 - $50,000 | Self | PTR PDF |
| DOW · Dow Chemical Company | Sale | May 7, 2015 | May 15, 2015 | $15,001 - $50,000 | Self | PTR PDF |
| LMT · lockheed Martin Corporation | Sale | May 7, 2015 | May 15, 2015 | $15,001 - $50,000 | Self | PTR PDF |
| NEE · NextEra Energy, Inc. | Sale | May 7, 2015 | May 15, 2015 | $15,001 - $50,000 | Self | PTR PDF |
| AAPL · apple Inc. | Purchase | Apr 28, 2015 | Apr 30, 2015 | $50,001 - $100,000 | Self | PTR PDF |
| TWC · Time Warner Cable Inc | Sale | Mar 11, 2015 | Mar 16, 2015 | $1,001 - $15,000 | Self | PTR PDF |
| WEC · Wisconsin Energy Corporation | Sale | Mar 10, 2015 | Mar 16, 2015 | $15,001 - $50,000 | Self | PTR PDF |
| MO · altria group, Inc. | Sale | Feb 27, 2015 | Mar 4, 2015 | $15,001 - $50,000 | Self | PTR PDF |
| TWTR · Twitter, Inc. | Purchase | Feb 3, 2015 | Feb 23, 2015 | $15,001 - $50,000 | Self | PTR PDF |
| AMP · ameriprise Financial, Inc. | Sale | Jan 22, 2015 | Jan 30, 2015 | $15,001 - $50,000 | Self | PTR PDF |
| DFS · Discover Financial Services | Sale | Jan 22, 2015 | Jan 30, 2015 | $15,001 - $50,000 | Self | PTR PDF |
| COP · ConocoPhillips | Sale | Dec 17, 2014 | Jan 5, 2015 | $15,001 - $50,000 | Self | PTR PDF |
| OKE · ONEOK, Inc. | Purchase | Dec 17, 2014 | Jan 5, 2015 | $15,001 - $50,000 | Self | PTR PDF |
| COP · ConocoPhillips | Purchase | Dec 2, 2014 | Feb 24, 2015 | $1,001 - $15,000 | Self | PTR PDF |
| UNP · union Pacific Corporation | Purchase | Dec 2, 2014 | Feb 24, 2015 | $1,001 - $15,000 | Self | PTR PDF |
| HP · Helmerich & Payne, Inc. | Sale | Dec 1, 2014 | Feb 24, 2015 | $1,001 - $15,000 | Self | PTR PDF |
| INTC · Intel Corporation | Purchase | Nov 24, 2014 | Dec 19, 2014 | $1,001 - $15,000 | Self | PTR PDF |
| ABBV · abbVie Inc. | Purchase | Nov 13, 2014 | Nov 20, 2014 | $1,001 - $15,000 | Self | PTR PDF |
| QCOM · QualCoMM Incorporated | Sale | Nov 10, 2014 | Nov 20, 2014 | $1,001 - $15,000 | Self | PTR PDF |
| CHD · Church & Dwight Company, Inc. | Purchase | Nov 7, 2014 | Nov 20, 2014 | $1,001 - $15,000 | Self | PTR PDF |
| VZ · Verizon Communications Inc. | Purchase | Oct 28, 2014 | Nov 20, 2014 | $1,001 - $15,000 | Self | PTR PDF |
| LYB · lyondellbasell Industries NV ordinary Shares Class a | Sale | Oct 27, 2014 | Nov 20, 2014 | $1,001 - $15,000 | Self | PTR PDF |
| SE · Spectra Energy Corp | Purchase | Oct 16, 2014 | Nov 20, 2014 | $1,001 - $15,000 | Self | PTR PDF |
| COP · ConocoPhillips | Sale | Oct 16, 2014 | Nov 20, 2014 | $1,001 - $15,000 | Self | PTR PDF |
| HP · Helmerich & Payne, Inc. | Purchase | Oct 16, 2014 | Nov 20, 2014 | $1,001 - $15,000 | Self | PTR PDF |
| UNP · union Pacific Corporation | Purchase | Oct 16, 2014 | Nov 20, 2014 | $1,001 - $15,000 | Self | PTR PDF |
| AMLP · alerian MlP ETF | Sale | Oct 15, 2014 | Nov 20, 2014 | $1,001 - $15,000 | Self | PTR PDF |
| INTC · Intel Corporation | Sale | Oct 15, 2014 | Nov 20, 2014 | $1,001 - $15,000 | Self | PTR PDF |
| HD · Home Depot, Inc. | Sale | Oct 15, 2014 | Nov 20, 2014 | $1,001 - $15,000 | Self | PTR PDF |
| ABBV · abbVie Inc. | Sale | Oct 15, 2014 | Nov 20, 2014 | $1,001 - $15,000 | Self | PTR PDF |
| KLAC · Kla-Tencor Corporation | Sale | Oct 10, 2014 | Nov 20, 2014 | $1,001 - $15,000 | Self | PTR PDF |
| TXN · Texas Instruments Incorporated | Sale | Oct 10, 2014 | Nov 20, 2014 | $1,001 - $15,000 | Self | PTR PDF |
| MO · altria group, Inc. | Purchase | Oct 9, 2014 | Nov 20, 2014 | $1,001 - $15,000 | Self | PTR PDF |
| VTR · Ventas, Inc. | Purchase | Oct 2, 2014 | Nov 20, 2014 | $1,001 - $15,000 | Self | PTR PDF |
| CVX · Chevron Corporation | Sale | Oct 2, 2014 | Nov 20, 2014 | $1,001 - $15,000 | Self | PTR PDF |
| PM · Philip Morris International Inc | Sale | Sep 26, 2014 | Nov 20, 2014 | $1,001 - $15,000 | Self | PTR PDF |
| DFS · Discover Financial Services | Purchase | Sep 18, 2014 | Nov 20, 2014 | $1,001 - $15,000 | Self | PTR PDF |
| NLY · annaly Capital Management Inc | Sale | Sep 18, 2014 | Nov 20, 2014 | $1,001 - $15,000 | Self | PTR PDF |
| SPG · Simon Property group, Inc. | Sale | Sep 18, 2014 | Nov 20, 2014 | $1,001 - $15,000 | Self | PTR PDF |
| DOW · Dow Chemical Company | Purchase | Sep 17, 2014 | Nov 20, 2014 | $1,001 - $15,000 | Self | PTR PDF |
| NSC · Norfolk Southern Corporation | Purchase | Sep 17, 2014 | Nov 20, 2014 | $1,001 - $15,000 | Self | PTR PDF |
| PNC · PNC Financial Services group, Inc. | Purchase | Sep 17, 2014 | Nov 20, 2014 | $1,001 - $15,000 | Self | PTR PDF |
| DIS · Walt Disney Company | Purchase | Sep 5, 2014 | Nov 20, 2014 | $1,001 - $15,000 | Self | PTR PDF |
| BP · bP p.l.c. | Sale | Sep 4, 2014 | Nov 20, 2014 | $1,001 - $15,000 | Self | PTR PDF |
| HD · Home Depot, Inc. | Purchase | Aug 26, 2014 | Nov 20, 2014 | $1,001 - $15,000 | Self | PTR PDF |
| MRK · Merck & Company, Inc. Common Stock | Purchase | Aug 26, 2014 | Nov 20, 2014 | $1,001 - $15,000 | Self | PTR PDF |
| QCOM · QualCoMM Incorporated | Sale | Aug 25, 2014 | Nov 20, 2014 | $1,001 - $15,000 | Self | PTR PDF |
| LLY · Eli lilly and Company | Purchase | Aug 25, 2014 | Nov 20, 2014 | $1,001 - $15,000 | Self | PTR PDF |
| KRFT · Kraft Foods group, Inc. | Sale | Aug 14, 2014 | Nov 20, 2014 | $1,001 - $15,000 | Self | PTR PDF |
| AMP · ameriprise Financial, Inc. | Purchase | Jul 30, 2014 | Nov 20, 2014 | $1,001 - $15,000 | Self | PTR PDF |
| WMB · Williams Companies, Inc. | Sale | Jul 30, 2014 | Nov 20, 2014 | $1,001 - $15,000 | Self | PTR PDF |
| DOW · Dow Chemical Company | Purchase | Jul 30, 2014 | Nov 20, 2014 | $1,001 - $15,000 | Self | PTR PDF |
| LMT · lockheed Martin Corporation | Purchase | Jul 30, 2014 | Nov 20, 2014 | $1,001 - $15,000 | Self | PTR PDF |
| KMB · Kimberly-Clark Corporation | Sale | Jul 22, 2014 | Nov 20, 2014 | $1,001 - $15,000 | Self | PTR PDF |
| PSX · Phillips 66 | Sale | Jul 8, 2014 | Nov 20, 2014 | $1,001 - $15,000 | Self | PTR PDF |
| TXN · Texas Instruments Incorporated | Purchase | Jul 2, 2014 | Nov 20, 2014 | $1,001 - $15,000 | Self | PTR PDF |
| BA · boeing Company | Sale | Jun 25, 2014 | Nov 20, 2014 | $1,001 - $15,000 | Self | PTR PDF |
| WPG · Washington Prime group Inc. | Sale | Jun 5, 2014 | Nov 20, 2014 | $1,001 - $15,000 | Self | PTR PDF |
| GE · general Electric Company | Sale | May 29, 2014 | Nov 20, 2014 | $1,001 - $15,000 | Self | PTR PDF |
| M · Macy's Inc | Purchase | May 29, 2014 | Nov 20, 2014 | $1,001 - $15,000 | Self | PTR PDF |
| AAPL · apple Inc. | Purchase | May 29, 2014 | Nov 20, 2014 | $1,001 - $15,000 | Self | PTR PDF |
| IBM · International business Machines Corporation | Sale | May 23, 2014 | Nov 20, 2014 | $1,001 - $15,000 | Self | PTR PDF |
| PFE · Pfizer, Inc. | Sale | May 23, 2014 | Nov 20, 2014 | $1,001 - $15,000 | Self | PTR PDF |
| WEC · Wisconsin Energy Corporation | Sale | May 9, 2014 | Nov 20, 2014 | $1,001 - $15,000 | Self | PTR PDF |
| COP · ConocoPhillips | Purchase | May 6, 2014 | Nov 20, 2014 | $1,001 - $15,000 | Self | PTR PDF |
| BP · bP p.l.c. | Purchase | May 5, 2014 | Nov 20, 2014 | $1,001 - $15,000 | Self | PTR PDF |
| PFE · Pfizer, Inc. | Sale | May 5, 2014 | Nov 20, 2014 | $1,001 - $15,000 | Self | PTR PDF |
| WLP · WellPoint, Inc. | Purchase | May 5, 2014 | Nov 20, 2014 | $1,001 - $15,000 | Self | PTR PDF |
| KLAC · Kla-Tencor Corporation | Sale | Apr 28, 2014 | Nov 20, 2014 | $1,001 - $15,000 | Self | PTR PDF |
| HPQ · Hewlett-Packard Company | Purchase | Apr 28, 2014 | Nov 20, 2014 | $1,001 - $15,000 | Self | PTR PDF |
| JCI · Johnson Controls, Inc. | Sale | Apr 28, 2014 | Nov 20, 2014 | $1,001 - $15,000 | Self | PTR PDF |
| KRFT · Kraft Foods group, Inc. | Purchase | Apr 28, 2014 | Nov 20, 2014 | $1,001 - $15,000 | Self | PTR PDF |
| VTR · Ventas, Inc. | Purchase | Apr 15, 2014 | Nov 20, 2014 | $1,001 - $15,000 | Self | PTR PDF |
| CHD · Church & Dwight Company, Inc. | Purchase | Apr 15, 2014 | Nov 20, 2014 | $1,001 - $15,000 | Self | PTR PDF |
| AMP · ameriprise Financial, Inc. | Sale | Apr 15, 2014 | Nov 20, 2014 | $1,001 - $15,000 | Self | PTR PDF |
| GCI · gannett Co., Inc. | Sale | Apr 15, 2014 | Nov 20, 2014 | $1,001 - $15,000 | Self | PTR PDF |
| SPG · Simon Property group, Inc. | Purchase | Apr 15, 2014 | Nov 20, 2014 | $1,001 - $15,000 | Self | PTR PDF |
| MMM · 3M Company | Sale | Apr 9, 2014 | Nov 20, 2014 | $1,001 - $15,000 | Self | PTR PDF |
| INTC · Intel Corporation | Purchase | Apr 3, 2014 | Nov 20, 2014 | $15,001 - $50,000 | Self | PTR PDF |
| HPQ · Hewlett-Packard Company | Purchase | Mar 26, 2014 | Nov 20, 2014 | $1,001 - $15,000 | Self | PTR PDF |
| LVS · las Vegas Sands Corp. | Sale | Mar 26, 2014 | Nov 20, 2014 | $1,001 - $15,000 | Self | PTR PDF |
| NLY · annaly Capital Management Inc | Purchase | Mar 18, 2014 | Nov 20, 2014 | $1,001 - $15,000 | Self | PTR PDF |
| BA · boeing Company | Sale | Mar 18, 2014 | Nov 20, 2014 | $1,001 - $15,000 | Self | PTR PDF |
| KLAC · Kla-Tencor Corporation | Purchase | Mar 13, 2014 | Nov 20, 2014 | $1,001 - $15,000 | Self | PTR PDF |
| CME · CME group Inc. - Class a | Sale | Mar 13, 2014 | Nov 20, 2014 | $1,001 - $15,000 | Self | PTR PDF |
| LYB · lyondellbasell Industries NV ordinary Shares Class a | Purchase | Mar 13, 2014 | Nov 20, 2014 | $1,001 - $15,000 | Self | PTR PDF |
| BGS · b&g Foods, Inc. b&g Foods, Inc. | Sale | Mar 13, 2014 | Nov 20, 2014 | $1,001 - $15,000 | Self | PTR PDF |
| NEE · NextEra Energy, Inc. | Purchase | Mar 13, 2014 | Nov 20, 2014 | $1,001 - $15,000 | Self | PTR PDF |
| JCI · Johnson Controls, Inc. | Sale | Mar 13, 2014 | Nov 20, 2014 | $1,001 - $15,000 | Self | PTR PDF |
| TRV · The Travelers Companies, Inc. | Sale | Mar 13, 2014 | Nov 20, 2014 | $1,001 - $15,000 | Self | PTR PDF |
| USB · u.S. bancorp | Purchase | Mar 13, 2014 | Nov 20, 2014 | $1,001 - $15,000 | Self | PTR PDF |
| JPM · JP Morgan Chase & Co. | Sale | Feb 27, 2014 | Nov 20, 2014 | $1,001 - $15,000 | Self | PTR PDF |
| VTR · Ventas, Inc. | Purchase | Feb 27, 2014 | Nov 20, 2014 | $1,001 - $15,000 | Self | PTR PDF |
| MRK · Merck & Company, Inc. Common Stock | Purchase | Feb 27, 2014 | Nov 20, 2014 | $1,001 - $15,000 | Self | PTR PDF |
| AMGN · amgen Inc. | Purchase | Feb 20, 2014 | Nov 20, 2014 | $1,001 - $15,000 | Self | PTR PDF |
| KO · Coca-Cola Company | Sale | Feb 20, 2014 | Nov 20, 2014 | $1,001 - $15,000 | Self | PTR PDF |
| WEC · Wisconsin Energy Corporation | Purchase | Feb 20, 2014 | Nov 20, 2014 | $15,001 - $50,000 | Self | PTR PDF |
| ETN · Eaton Corporation, PlC ordinary Shares | Sale | Feb 5, 2014 | Nov 20, 2014 | $1,001 - $15,000 | Self | PTR PDF |
| EMR · Emerson Electric Company | Sale | Feb 5, 2014 | Nov 20, 2014 | $1,001 - $15,000 | Self | PTR PDF |
| KMB · Kimberly-Clark Corporation | Purchase | Feb 5, 2014 | Nov 20, 2014 | $1,001 - $15,000 | Self | PTR PDF |
| CVX · Chevron Corporation | Sale | Feb 5, 2014 | Nov 20, 2014 | $1,001 - $15,000 | Self | PTR PDF |
| UPS · united Parcel Service, Inc. | Sale | Jan 23, 2014 | Nov 20, 2014 | $1,001 - $15,000 | Self | PTR PDF |
| NSC · Norfolk Southern Corporation | Purchase | Jan 23, 2014 | Nov 20, 2014 | $1,001 - $15,000 | Self | PTR PDF |
| PM · Philip Morris International Inc | Sale | Jan 10, 2014 | Nov 20, 2014 | $1,001 - $15,000 | Self | PTR PDF |
| MAT · Mattel, Inc. | Sale | Jan 10, 2014 | Nov 20, 2014 | $1,001 - $15,000 | Self | PTR PDF |
Source: periodic transaction reports filed with the Clerk of the US House of Representatives. Filings appear up to 45 days after a transaction, amounts are disclosed only as ranges, and a filing may cover assets held by a spouse or dependent child. Nothing here is investment advice.