Public disclosures
Kevin Hern
Source: US House Clerk periodic transaction reports · last synced Sep 11, 2026Chamber
House
State / district
OK-01
Party
Not stated in filing
Disclosed trades
464
| Asset | Type | Transaction date | Notified | Reported range | Owner | Filing |
|---|---|---|---|---|---|---|
| MRSH · Marsh Common Stock | Sale | Aug 24, 2026 | Aug 27, 2026 | $1,001 - $15,000 | Joint | PTR PDF |
| MDT · Medtronic plc. Ordinary Shares | Sale | Aug 24, 2026 | Aug 27, 2026 | $15,001 - $50,000 | Joint | PTR PDF |
| PG · Procter & Gamble Company | Sale | Aug 24, 2026 | Aug 27, 2026 | $50,001 - $100,000 | Joint | PTR PDF |
| LOW · Lowe's Companies, Inc. Common Stock | Sale | Aug 24, 2026 | Aug 27, 2026 | $1,001 - $15,000 | Joint | PTR PDF |
| VLTO · Veralto Corp Common Stock | Sale | Aug 21, 2026 | Aug 27, 2026 | $1,001 - $15,000 | Joint | PTR PDF |
| CL · Colgate-Palmolive Company Common Stock | Sale | Aug 19, 2026 | Aug 27, 2026 | $1,001 - $15,000 | Joint | PTR PDF |
| HONA · Honeywell Aerospace Inc. - Common Stock | Sale | Aug 19, 2026 | Aug 27, 2026 | $15,001 - $50,000 | Joint | PTR PDF |
| BIIB · Biogen Inc. - Common Stock | Sale | Aug 18, 2026 | Aug 27, 2026 | $1,001 - $15,000 | Self | PTR PDF |
| BUD · Anheuser-Busch Inbev SA Sponsored ADR | Sale | Aug 18, 2026 | Aug 27, 2026 | $1,001 - $15,000 | Self | PTR PDF |
| KMB · Kimberly-Clark Corporation - Common Stock | Sale | Aug 18, 2026 | Aug 27, 2026 | $1,001 - $15,000 | Self | PTR PDF |
| CARR · Carrier Global Corporation Common Stock | Sale | Aug 14, 2026 | Aug 27, 2026 | $1,001 - $15,000 | Joint | PTR PDF |
| BA · Boeing Company | Sale | Aug 13, 2026 | Aug 27, 2026 | $1,001 - $15,000 | Joint | PTR PDF |
| BA · Boeing Company | Sale | Aug 13, 2026 | Aug 27, 2026 | $15,001 - $50,000 | Joint | PTR PDF |
| GAP · Gap, Inc. | Sale | Aug 13, 2026 | Aug 27, 2026 | $1,001 - $15,000 | Self | PTR PDF |
| HRL · Hormel Foods Corporation Common Stock | Sale | Aug 13, 2026 | Aug 27, 2026 | $1,001 - $15,000 | Self | PTR PDF |
| WAT · Waters Corporation Common Stock | Sale | Aug 13, 2026 | Aug 27, 2026 | $1,001 - $15,000 | Joint | PTR PDF |
| OTIS · Otis Worldwide Corporation Common Stock | Sale | Aug 10, 2026 | Aug 27, 2026 | $1,001 - $15,000 | Joint | PTR PDF |
| DIS · Walt Disney Company | Sale | Aug 10, 2026 | Aug 27, 2026 | $15,001 - $50,000 | Joint | PTR PDF |
| DEO · Diageo plc Common Stock | Sale | Aug 5, 2026 | Aug 5, 2026 | $1,001 - $15,000 | Joint | PTR PDF |
| ALC · Alcon Inc. Ordinary Shares | Sale | Aug 5, 2026 | Aug 27, 2026 | $1,001 - $15,000 | Self | PTR PDF |
| EL · Estee Lauder Companies, Inc. | Sale | Aug 5, 2026 | Aug 5, 2026 | $1,001 - $15,000 | Joint | PTR PDF |
| KVUE · Kenvue Inc. Common Stock | Sale | Aug 5, 2026 | Aug 5, 2026 | $1,001 - $15,000 | Joint | PTR PDF |
| MDLZ · Mondelez International, Inc. - Class A Common Stock | Sale | Aug 5, 2026 | Aug 5, 2026 | $1,001 - $15,000 | Joint | PTR PDF |
| OGN · Organon & Co. Common Stock | Sale | Aug 5, 2026 | Aug 5, 2026 | $1,001 - $15,000 | Joint | PTR PDF |
| VSNT · Versant Media Group, Inc. - Class A Common Stock | Sale | Aug 5, 2026 | Aug 5, 2026 | $1,001 - $15,000 | Joint | PTR PDF |
| OGN · 2000166537 JT Organon & Co. Common Stock | Sale | Aug 5, 2026 | Aug 5, 2026 | $1,001 - $15,000 | Self | PTR PDF |
| VSNT · Versant Media Group, Inc. - Class A Common Stock | Sale | Aug 5, 2026 | Aug 5, 2026 | $1,001 - $15,000 | Joint | PTR PDF |
| PG · Procter & Gamble Company | Sale | Aug 5, 2026 | Aug 27, 2026 | $1,001 - $15,000 | Joint | PTR PDF |
| SOLS · Solstice Advanced Materials Inc. - Common Stock | Sale | Aug 5, 2026 | Aug 27, 2026 | $1,001 - $15,000 | Joint | PTR PDF |
| CMCSA · Comcast Corporation - Class A Common Stock | Sale | Aug 5, 2026 | Aug 5, 2026 | $1,001 - $15,000 | Joint | PTR PDF |
| XOM · Exxon Mobil Corporation Common Stock | Exchange | Jul 2, 2026 | Jul 3, 2026 | $100,001 - $250,000 | Joint | PTR PDF |
| HONAV · Honeywell Aerospace Inc. - Common Stock | Exchange | Jun 29, 2026 | Jun 30, 2026 | $15,001 - $50,000 | Joint | PTR PDF |
| CTRA · Coterra Energy Inc. Common Stock | Exchange | May 8, 2026 | May 11, 2026 | $15,001 - $50,000 | Self | PTR PDF |
| DVN · Devon Energy Corporation Common Stock | Exchange | May 8, 2026 | May 11, 2026 | $15,001 - $50,000 | Self | PTR PDF |
| DVN · Devon Energy Corporation Common Stock | Exchange | May 8, 2026 | May 11, 2026 | $15,001 - $50,000 | Joint | PTR PDF |
| CTRA · Coterra Energy Inc. Common Stock | Exchange | May 8, 2026 | May 11, 2026 | $15,001 - $50,000 | Joint | PTR PDF |
| EXAS · Exact Sciences Corporation - Common Stock | Sale | Mar 24, 2026 | Mar 31, 2026 | $1,001 - $15,000 | Dependent Child | PTR PDF |
| TXN · Texas Instruments Incorporated - Common Stock | Sale | Mar 18, 2026 | Mar 31, 2026 | $500,001 - $1,000,000 | Joint | PTR PDF |
| SMA · SmartStop Self Storage REIT, Inc. Common Stock | Sale | Mar 18, 2026 | Mar 31, 2026 | $500,001 - $1,000,000 | Joint | PTR PDF |
| BDX · Becton, Dickinson and Company Common Stock | Sale | Mar 17, 2026 | Mar 31, 2026 | $15,001 - $50,000 | Joint | PTR PDF |
| IVZ · Invesco Ltd Common Stock | Sale | Mar 17, 2026 | Mar 31, 2026 | $15,001 - $50,000 | Joint | PTR PDF |
| KVUE · Kenvue Inc. Common Stock | Sale | Mar 17, 2026 | Mar 31, 2026 | $15,001 - $50,000 | Joint | PTR PDF |
| CTSH · Cognizant Technology Solutions Corporation - Class A Common Stock | Sale | Mar 17, 2026 | Mar 31, 2026 | $15,001 - $50,000 | Joint | PTR PDF |
| PRGS · Progress Software Corporation - Common Stock | Sale | Mar 16, 2026 | Mar 31, 2026 | $50,001 - $100,000 | Joint | PTR PDF |
| WAT · Waters Corporation Common Stock | Exchange | Feb 9, 2026 | Mar 1, 2026 | $1,001 - $15,000 | Joint | PTR PDF |
| UNH · UnitedHealth Group Incorporated Common Stock | Sale | Dec 23, 2025 | Dec 24, 2025 | $250,001 - $500,000 | Joint | PTR PDF |
| MCD · McDonald's Corporation Common Stock | Sale | Oct 23, 2025 | Oct 24, 2025 | $1,001 - $15,000 | Joint | PTR PDF |
| MASI · Masimo Corporation - Common Stock | Sale | Sep 26, 2025 | Sep 29, 2025 | $15,001 - $50,000 | Joint | PTR PDF |
| INTC · Intel Corporation - Common Stock | Sale | Dec 31, 2024 | Jan 2, 2025 | $50,001 - $100,000 | Joint | PTR PDF |
| DXCM · DexCom, Inc. - Common Stock | Sale | Dec 31, 2024 | Jan 2, 2025 | $50,001 - $100,000 | Joint | PTR PDF |
| XOM · Exxon Mobil Corporation Common Stock | Purchase | Dec 10, 2024 | Dec 11, 2024 | $1,001 - $15,000 | Joint | PTR PDF |
| MCD · McDonald's Corporation Common Stock | Purchase | Oct 29, 2024 | Oct 30, 2024 | $100,001 - $250,000 | Joint | PTR PDF |
| CB · Chubb Limited Common Stock | Purchase | Jul 8, 2024 | Jul 9, 2024 | $1,001 - $15,000 | Joint | PTR PDF |
| DVN · Devon Energy Corporation Common Stock | Purchase | Jun 28, 2024 | Jun 29, 2024 | $1,001 - $15,000 | Joint | PTR PDF |
| WMB · Williams Companies, Inc. | Purchase | Jun 24, 2024 | Jun 25, 2024 | $1,001 - $15,000 | Joint | PTR PDF |
| LIN · Linde plc - Ordinary Shares | Purchase | Jun 21, 2024 | Jun 22, 2024 | $1,001 - $15,000 | Joint | PTR PDF |
| NEE · NextEra Energy, Inc. Common Stock | Purchase | Jun 17, 2024 | Jun 18, 2024 | $1,001 - $15,000 | Joint | PTR PDF |
| HD · Home Depot, Inc. | Purchase | Jun 13, 2024 | Jun 14, 2024 | $1,001 - $15,000 | Joint | PTR PDF |
| RTX · RTX Corporation Common Stock | Purchase | Jun 13, 2024 | Jun 14, 2024 | $1,001 - $15,000 | Joint | PTR PDF |
| XOM · Exxon Mobil Corporation Common Stock | Purchase | Jun 10, 2024 | Jun 11, 2024 | $1,001 - $15,000 | Joint | PTR PDF |
| EMR · Emerson Electric Company Common Stock | Purchase | Jun 10, 2024 | Jun 11, 2024 | $1,001 - $15,000 | Joint | PTR PDF |
| TXN · Texas Instruments Incorporated - Common Stock | Purchase | May 21, 2024 | May 22, 2024 | $1,001 - $15,000 | Joint | PTR PDF |
| OKE · ONEOK, Inc. Common Stock | Purchase | May 15, 2024 | May 16, 2024 | $1,001 - $15,000 | Joint | PTR PDF |
| XOM · Exxon Mobil Corporation Common Stock | Exchange | May 3, 2024 | May 6, 2024 | $100,001 - $250,000 | Joint | PTR PDF |
| PXD · Pioneer Natural Resources Company Common Stock | Exchange | May 3, 2024 | May 6, 2024 | $100,001 - $250,000 | Joint | PTR PDF |
| JPM · JP Morgan Chase & Co. Common Stock | Purchase | Apr 30, 2024 | May 1, 2024 | $1,001 - $15,000 | Joint | PTR PDF |
| LIN · Linde plc - Ordinary Shares | Purchase | Mar 28, 2024 | Mar 29, 2024 | $1,001 - $15,000 | Joint | PTR PDF |
| DVN · Devon Energy Corporation Common Stock | Purchase | Mar 28, 2024 | Mar 29, 2024 | $1,001 - $15,000 | Joint | PTR PDF |
| HD · Home Depot, Inc. | Purchase | Mar 21, 2024 | Mar 22, 2024 | $1,001 - $15,000 | Joint | PTR PDF |
| UNH · UnitedHealth Group Incorporated Common Stock | Purchase | Mar 19, 2024 | Mar 20, 2024 | $1,001 - $15,000 | Joint | PTR PDF |
| NEE · NextEra Energy, Inc. Common Stock | Purchase | Mar 15, 2024 | Mar 18, 2024 | $1,001 - $15,000 | Joint | PTR PDF |
| XOM · Exxon Mobil Corporation Common Stock | Purchase | Mar 11, 2024 | Mar 12, 2024 | $1,001 - $15,000 | Joint | PTR PDF |
| ROK · Rockwell Automation, Inc. Common Stock | Purchase | Mar 11, 2024 | Mar 12, 2024 | $1,001 - $15,000 | Joint | PTR PDF |
| OKE · ONEOK, Inc. Common Stock | Purchase | Feb 14, 2024 | Feb 15, 2024 | $1,001 - $15,000 | Joint | PTR PDF |
| TXN · Texas Instruments Incorporated - Common Stock | Purchase | Feb 13, 2024 | Feb 14, 2024 | $1,001 - $15,000 | Joint | PTR PDF |
| JPM · JP Morgan Chase & Co. Common Stock | Purchase | Jan 31, 2024 | Feb 1, 2024 | $1,001 - $15,000 | Joint | PTR PDF |
| EXAS · Exact Sciences Corporation - Common Stock | Sale | Jan 2, 2024 | Jan 3, 2024 | $1,001 - $15,000 | Dependent Child | PTR PDF |
| LMT · Lockheed Martin Corporation | Purchase | Dec 29, 2023 | Dec 30, 2023 | $1,001 - $15,000 | Joint | PTR PDF |
| DVN · Devon Energy Corporation | Purchase | Dec 29, 2023 | Dec 30, 2023 | $15,001 - $50,000 | Joint | PTR PDF |
| WMB · Williams Companies, Inc. | Purchase | Dec 26, 2023 | Dec 27, 2023 | $1,001 - $15,000 | Joint | PTR PDF |
| PXD · Pioneer Natural Resources Company | Purchase | Dec 22, 2023 | Dec 23, 2023 | $1,001 - $15,000 | Joint | PTR PDF |
| HD · Home Depot, Inc. | Purchase | Dec 14, 2023 | Dec 15, 2023 | $1,001 - $15,000 | Joint | PTR PDF |
| RTX · RTX Corporation | Purchase | Dec 14, 2023 | Dec 15, 2023 | $1,001 - $15,000 | Joint | PTR PDF |
| EMR · Emerson Electric Company | Purchase | Dec 11, 2023 | Dec 12, 2023 | $1,001 - $15,000 | Joint | PTR PDF |
| JNJ · Johnson & Johnson | Purchase | Dec 5, 2023 | Dec 6, 2023 | $1,001 - $15,000 | Joint | PTR PDF |
| OKE · ONEOK, Inc. | Purchase | Nov 14, 2023 | Nov 15, 2023 | $1,001 - $15,000 | Joint | PTR PDF |
| VOD · Vodafone Group Plc - American Depositary Shares each representing ten Ordinary Shares | Sale | Oct 11, 2023 | Oct 11, 2023 | $1,001 - $15,000 | Self | PTR PDF |
| DVN · Devon Energy Corporation | Purchase | Sep 29, 2023 | Oct 2, 2023 | $15,001 - $50,000 | Joint | PTR PDF |
| MMP · Magellan Midstream Partners L.P. Limited Partnership | Purchase | Sep 25, 2023 | Sep 26, 2023 | $1,001 - $15,000 | Joint | PTR PDF |
| LIN · Linde plc Ordinary Shares | Purchase | Sep 19, 2023 | Sep 20, 2023 | $1,001 - $15,000 | Joint | PTR PDF |
| UNH · UnitedHealth Group Incorporated Common Stock | Purchase | Sep 19, 2023 | Sep 20, 2023 | $1,001 - $15,000 | Joint | PTR PDF |
| NEE · NextEra Energy, Inc. | Purchase | Sep 15, 2023 | Sep 18, 2023 | $1,001 - $15,000 | Joint | PTR PDF |
| HD · Home Depot, Inc. | Purchase | Sep 14, 2023 | Sep 15, 2023 | $1,001 - $15,000 | Joint | PTR PDF |
| ROK · Rockwell Automation, Inc. | Purchase | Sep 11, 2023 | Sep 12, 2023 | $1,001 - $15,000 | Joint | PTR PDF |
| XOM · Exxon Mobil Corporation | Purchase | Sep 11, 2023 | Sep 12, 2023 | $1,001 - $15,000 | Joint | PTR PDF |
| MMC · Marsh & McLennan Companies, Inc. | Purchase | Aug 15, 2023 | Aug 16, 2023 | $1,001 - $15,000 | Joint | PTR PDF |
| TXN · Texas Instruments Incorporated | Purchase | Aug 15, 2023 | Aug 16, 2023 | $1,001 - $15,000 | Joint | PTR PDF |
| JPM · JP Morgan Chase & Co. | Purchase | Jul 31, 2023 | Aug 1, 2023 | $1,001 - $15,000 | Joint | PTR PDF |
| DVN · Devon Energy Corporation | Purchase | Jun 30, 2023 | Jul 3, 2023 | $15,001 - $50,000 | Joint | PTR PDF |
| WMB · Williams Companies, Inc. | Purchase | Jun 26, 2023 | Jun 27, 2023 | $1,001 - $15,000 | Joint | PTR PDF |
| LMT · Lockheed Martin Corporation | Purchase | Jun 23, 2023 | Jun 26, 2023 | $1,001 - $15,000 | Joint | PTR PDF |
| PXD · Pioneer Natural Resources Company | Purchase | Jun 21, 2023 | Jun 22, 2023 | $1,001 - $15,000 | Joint | PTR PDF |
| HD · Home Depot, Inc. | Purchase | Jun 15, 2023 | Jun 16, 2023 | $1,001 - $15,000 | Joint | PTR PDF |
| ROK · Rockwell Automation, Inc. | Purchase | Jun 12, 2023 | Jun 13, 2023 | $1,001 - $15,000 | Joint | PTR PDF |
| EMR · Emerson Electric Company | Purchase | Jun 9, 2023 | Jun 12, 2023 | $1,001 - $15,000 | Joint | PTR PDF |
| JNJ · Johnson & Johnson | Purchase | Jun 6, 2023 | Jun 7, 2023 | $1,001 - $15,000 | Joint | PTR PDF |
| ACN · Accenture plc Class A Ordinary Shares | Purchase | May 17, 2023 | May 18, 2023 | $1,001 - $15,000 | Joint | PTR PDF |
| OKE · ONEOK, Inc. | Purchase | May 15, 2023 | May 16, 2023 | $1,001 - $15,000 | Joint | PTR PDF |
| AHCO · AdaptHealth Corp. | Sale | Apr 6, 2023 | Apr 7, 2023 | $1,001 - $15,000 | Dependent Child | PTR PDF |
| DVN · Devon Energy Corporation | Purchase | Mar 31, 2023 | Apr 3, 2023 | $15,001 - $50,000 | Joint | PTR PDF |
| LIN · Linde plc Ordinary Shares | Purchase | Mar 28, 2023 | Mar 29, 2023 | $1,001 - $15,000 | Joint | PTR PDF |
| RTX · Raytheon Technologies Corporation | Purchase | Mar 23, 2023 | Mar 24, 2023 | $1,001 - $15,000 | Joint | PTR PDF |
| HD · Home Depot, Inc. | Purchase | Mar 23, 2023 | Mar 24, 2023 | $1,001 - $15,000 | Joint | PTR PDF |
| NEE · NextEra Energy, Inc. | Purchase | Mar 15, 2023 | Mar 16, 2023 | $1,001 - $15,000 | Joint | PTR PDF |
| INTC · Intel Corporation | Purchase | Mar 1, 2023 | Mar 2, 2023 | $1,001 - $15,000 | Joint | PTR PDF |
| MMP · Magellan Midstream Partners L.P. Limited Partnership | Purchase | Feb 14, 2023 | Feb 15, 2023 | $1,001 - $15,000 | Joint | PTR PDF |
| PXD · Pioneer Natural Resources Company | Sale | Feb 1, 2023 | Feb 2, 2023 | $1,000,001 - $5,000,000 | Joint | PTR PDF |
| KO · Coca-Cola Company | Sale | Jan 31, 2023 | Feb 1, 2023 | $1,001 - $15,000 | Joint | PTR PDF |
| ADBE · Adobe Inc. | Sale | Jan 31, 2023 | Feb 1, 2023 | $1,001 - $15,000 | Joint | PTR PDF |
| AMT · American Tower Corporation | Sale | Jan 31, 2023 | Feb 1, 2023 | $1,001 - $15,000 | Joint | PTR PDF |
| BA · Boeing Company | Sale | Jan 31, 2023 | Feb 1, 2023 | $1,001 - $15,000 | Joint | PTR PDF |
| COST · Costco Wholesale Corporation | Sale | Jan 31, 2023 | Feb 1, 2023 | $1,001 - $15,000 | Joint | PTR PDF |
| DG · Dollar General Corporation | Sale | Jan 31, 2023 | Feb 1, 2023 | $1,001 - $15,000 | Joint | PTR PDF |
| EXAS · Exact Sciences Corporation | Sale | Jan 31, 2023 | Feb 1, 2023 | $1,001 - $15,000 | Joint | PTR PDF |
| HD · Home Depot, Inc. | Sale | Jan 31, 2023 | Feb 1, 2023 | $1,001 - $15,000 | Joint | PTR PDF |
| ICLR · ICON plc - Ordinary Shares | Sale | Jan 31, 2023 | Feb 1, 2023 | $1,001 - $15,000 | Joint | PTR PDF |
| INTC · Intel Corporation | Sale | Jan 31, 2023 | Feb 1, 2023 | $1,001 - $15,000 | Joint | PTR PDF |
| JNJ · Johnson & Johnson | Sale | Jan 31, 2023 | Feb 1, 2023 | $1,001 - $15,000 | Joint | PTR PDF |
| JPM · JP Morgan Chase & Co. | Purchase | Jan 31, 2023 | Feb 1, 2023 | $1,001 - $15,000 | Joint | PTR PDF |
| LMT · Lockheed Martin Corporation | Sale | Jan 31, 2023 | Feb 1, 2023 | $1,001 - $15,000 | Joint | PTR PDF |
| MDT · Medtronic plc. Ordinary Shares | Sale | Jan 31, 2023 | Feb 1, 2023 | $1,001 - $15,000 | Joint | PTR PDF |
| NEE · NextEra Energy, Inc. | Sale | Jan 31, 2023 | Feb 1, 2023 | $1,001 - $15,000 | Joint | PTR PDF |
| ORLY · O'Reilly Automotive, Inc. | Sale | Jan 31, 2023 | Feb 1, 2023 | $1,001 - $15,000 | Joint | PTR PDF |
| PSX · Phillips 66 | Sale | Jan 31, 2023 | Feb 1, 2023 | $1,001 - $15,000 | Joint | PTR PDF |
| RTX · Raytheon Technologies Corporation | Sale | Jan 31, 2023 | Feb 1, 2023 | $1,001 - $15,000 | Joint | PTR PDF |
| ROK · Rockwell Automation, Inc. | Sale | Jan 31, 2023 | Feb 1, 2023 | $1,001 - $15,000 | Joint | PTR PDF |
| TXN · Texas Instruments Incorporated | Sale | Jan 31, 2023 | Feb 1, 2023 | $1,001 - $15,000 | Joint | PTR PDF |
| TJX · TJX Companies, Inc. | Sale | Jan 31, 2023 | Feb 1, 2023 | $1,001 - $15,000 | Joint | PTR PDF |
| V · Visa Inc. | Sale | Jan 31, 2023 | Feb 1, 2023 | $1,001 - $15,000 | Joint | PTR PDF |
| MSFT · Microsoft Corporation | Sale | Jan 4, 2023 | Jan 5, 2023 | $1,000,001 - $5,000,000 | Joint | PTR PDF |
| DVN · Devon Energy Corporation | Purchase | Dec 30, 2022 | Jan 3, 2023 | $15,001 - $50,000 | Joint | PTR PDF |
| WMB · Williams Companies, Inc. | Purchase | Dec 26, 2022 | Dec 27, 2022 | $1,001 - $15,000 | Joint | PTR PDF |
| CCLD · CareCloud, Inc. | Sale | Dec 19, 2022 | Dec 20, 2022 | $1,001 - $15,000 | Joint | PTR PDF |
| MASI · Masimo Corporation | Sale | Dec 19, 2022 | Dec 20, 2022 | $50,001 - $100,000 | Joint | PTR PDF |
| ARCB · ArcBest Corporation | Sale | Dec 19, 2022 | Dec 20, 2022 | $50,001 - $100,000 | Joint | PTR PDF |
| NEE · NextEra Energy, Inc. | Purchase | Dec 15, 2022 | Dec 16, 2022 | $1,001 - $15,000 | Joint | PTR PDF |
| PXD · Pioneer Natural Resources Company | Purchase | Dec 15, 2022 | Dec 16, 2022 | $15,001 - $50,000 | Joint | PTR PDF |
| HD · Home Depot, Inc. | Purchase | Dec 15, 2022 | Dec 16, 2022 | $1,001 - $15,000 | Joint | PTR PDF |
| ROK · Rockwell Automation, Inc. | Purchase | Dec 12, 2022 | Dec 13, 2022 | $1,001 - $15,000 | Joint | PTR PDF |
| EMR · Emerson Electric Company | Purchase | Dec 9, 2022 | Dec 12, 2022 | $1,001 - $15,000 | Joint | PTR PDF |
| XOM · Exxon Mobil Corporation | Purchase | Dec 9, 2022 | Dec 12, 2022 | $1,001 - $15,000 | Joint | PTR PDF |
| JNJ · Johnson & Johnson | Purchase | Dec 6, 2022 | Dec 7, 2022 | $1,001 - $15,000 | Joint | PTR PDF |
| AMP · Ameriprise Financial, Inc. | Sale | Nov 21, 2022 | Nov 22, 2022 | $1,001 - $15,000 | Joint | PTR PDF |
| TXN · Texas Instruments Incorporated | Purchase | Nov 15, 2022 | Nov 16, 2022 | $1,001 - $15,000 | Joint | PTR PDF |
| MMP · Magellan Midstream Partners L.P. Limited Partnership | Purchase | Nov 14, 2022 | Nov 15, 2022 | $1,001 - $15,000 | Joint | PTR PDF |
| OKE · ONEOK, Inc. | Purchase | Nov 14, 2022 | Nov 15, 2022 | $1,001 - $15,000 | Joint | PTR PDF |
| JEPI · JPMorgan Equity Premium Income ETF | Purchase | Oct 6, 2022 | Oct 7, 2022 | $1,001 - $15,000 | Joint | PTR PDF |
| DVN · Devon Energy Corporation | Purchase | Sep 30, 2022 | Oct 1, 2022 | $15,001 - $50,000 | Joint | PTR PDF |
| WMB · Williams Companies, Inc. | Purchase | Sep 26, 2022 | Sep 27, 2022 | $1,001 - $15,000 | Joint | PTR PDF |
| PXD · Pioneer Natural Resources Company | Purchase | Sep 16, 2022 | Sep 17, 2022 | $15,001 - $50,000 | Joint | PTR PDF |
| ROK · Rockwell Automation, Inc. | Purchase | Sep 12, 2022 | Sep 13, 2022 | $1,001 - $15,000 | Joint | PTR PDF |
| XOM · Exxon Mobil Corporation | Purchase | Sep 9, 2022 | Sep 10, 2022 | $1,001 - $15,000 | Joint | PTR PDF |
| JEPI · JPMorgan Equity Premium Income ETF | Purchase | Sep 7, 2022 | Sep 8, 2022 | $1,001 - $15,000 | Joint | PTR PDF |
| ASML · ASML Holding N.V. - New York Registry Shares | Purchase | Aug 25, 2022 | Aug 26, 2022 | $50,001 - $100,000 | Joint | PTR PDF |
| CTRA · Coterra Energy Inc. | Purchase | Aug 17, 2022 | Aug 18, 2022 | $15,001 - $50,000 | Joint | PTR PDF |
| TXN · Texas Instruments Incorporated | Purchase | Aug 16, 2022 | Aug 17, 2022 | $1,001 - $15,000 | Joint | PTR PDF |
| OKE · ONEOK, Inc. | Purchase | Aug 15, 2022 | Aug 16, 2022 | $1,001 - $15,000 | Joint | PTR PDF |
| JPM · JP Morgan Chase & Co. | Purchase | Jul 31, 2022 | Jul 31, 2022 | $1,001 - $15,000 | Joint | PTR PDF |
| DVN · Devon Energy Corporation | Purchase | Jun 30, 2022 | Jul 1, 2022 | $15,001 - $50,000 | Joint | PTR PDF |
| LMT · Lockheed Martin Corporation | Purchase | Jun 24, 2022 | Jun 25, 2022 | $1,001 - $15,000 | Joint | PTR PDF |
| NEE · NextEra Energy, Inc. | Purchase | Jun 15, 2022 | Jun 16, 2022 | $1,001 - $15,000 | Joint | PTR PDF |
| PXD · Pioneer Natural Resources Company | Purchase | Jun 14, 2022 | Jun 15, 2022 | $1,001 - $15,000 | Joint | PTR PDF |
| ROK · Rockwell Automation, Inc. | Purchase | Jun 10, 2022 | Jun 11, 2022 | $1,001 - $15,000 | Joint | PTR PDF |
| XOM · Exxon Mobil Corporation | Purchase | Jun 10, 2022 | Jun 11, 2022 | $1,001 - $15,000 | Joint | PTR PDF |
| CERN · Cerner Corporation | Sale | Jun 10, 2022 | Jun 11, 2022 | $15,001 - $50,000 | Self | PTR PDF |
| INTC · Intel Corporation | Purchase | Jun 1, 2022 | Jun 2, 2022 | $1,001 - $15,000 | Joint | PTR PDF |
| OKE · ONEOK, Inc. | Purchase | May 16, 2022 | May 17, 2022 | $1,001 - $15,000 | Joint | PTR PDF |
| EXAS · Exact Sciences Corporation | Sale | May 16, 2022 | May 17, 2022 | $1,001 - $15,000 | Dependent Child | PTR PDF |
| ACN · Accenture plc Class A Ordinary Shares | Purchase | May 13, 2022 | May 16, 2022 | $1,001 - $15,000 | Joint | PTR PDF |
| JPM · JP Morgan Chase & Co. | Purchase | Apr 30, 2022 | May 2, 2022 | $1,001 - $15,000 | Joint | PTR PDF |
| AHCO · AdaptHealth Corp. | Sale | Apr 22, 2022 | Apr 23, 2022 | $1,001 - $15,000 | Dependent Child | PTR PDF |
| DVN · Devon Energy Corporation | Purchase | Mar 31, 2022 | Apr 1, 2022 | $15,001 - $50,000 | Joint | PTR PDF |
| WMB · Williams Companies, Inc. | Purchase | Mar 28, 2022 | Mar 29, 2022 | $1,001 - $15,000 | Joint | PTR PDF |
| LMT · Lockheed Martin Corporation | Purchase | Mar 25, 2022 | Mar 26, 2022 | $1,001 - $15,000 | Joint | PTR PDF |
| HD · Home Depot, Inc. | Purchase | Mar 24, 2022 | Mar 25, 2022 | $1,001 - $15,000 | Joint | PTR PDF |
| PXD · Pioneer Natural Resources Company | Purchase | Mar 14, 2022 | Mar 15, 2022 | $1,001 - $15,000 | Joint | PTR PDF |
| EMR · Emerson Electric Company | Purchase | Mar 10, 2022 | Mar 11, 2022 | $1,001 - $15,000 | Joint | PTR PDF |
| ROK · Rockwell Automation, Inc. | Purchase | Mar 10, 2022 | Mar 11, 2022 | $1,001 - $15,000 | Joint | PTR PDF |
| INTC · Intel Corporation | Purchase | Mar 1, 2022 | Mar 2, 2022 | $1,001 - $15,000 | Joint | PTR PDF |
| MMP · Magellan Midstream Partners L.P. Limited Partnership | Purchase | Feb 14, 2022 | Feb 15, 2022 | $1,001 - $15,000 | Joint | PTR PDF |
| TXN · Texas Instruments Incorporated | Purchase | Feb 7, 2022 | Feb 8, 2022 | $1,001 - $15,000 | Joint | PTR PDF |
| JPM · JP Morgan Chase & Co. | Purchase | Jan 31, 2022 | Feb 1, 2022 | $1,001 - $15,000 | Joint | PTR PDF |
| DVN · Devon Energy Corporation | Purchase | Dec 30, 2021 | Dec 31, 2021 | $15,001 - $50,000 | Joint | PTR PDF |
| MDT · Medtronic plc. Ordinary Shares | Sale | Dec 20, 2021 | Dec 21, 2021 | $100,001 - $250,000 | Joint | PTR PDF |
| VUZI · Vuzix Corporation | Sale | Dec 20, 2021 | Dec 21, 2021 | $50,001 - $100,000 | Joint | PTR PDF |
| HD · Home Depot, Inc. | Purchase | Dec 16, 2021 | Dec 17, 2021 | $1,001 - $15,000 | Joint | PTR PDF |
| NEE · NextEra Energy, Inc. | Purchase | Dec 15, 2021 | Dec 16, 2021 | $1,001 - $15,000 | Joint | PTR PDF |
| PXD · Pioneer Natural Resources Company | Purchase | Dec 14, 2021 | Dec 15, 2021 | $1,001 - $15,000 | Joint | PTR PDF |
| EMR · Emerson Electric Company | Purchase | Dec 10, 2021 | Dec 11, 2021 | $1,001 - $15,000 | Joint | PTR PDF |
| ROK · Rockwell Automation, Inc. | Purchase | Dec 10, 2021 | Dec 11, 2021 | $1,001 - $15,000 | Joint | PTR PDF |
| JNJ · Johnson & Johnson | Purchase | Dec 7, 2021 | Dec 8, 2021 | $1,001 - $15,000 | Joint | PTR PDF |
| INTC · Intel Corporation | Purchase | Nov 26, 2021 | Nov 27, 2021 | $15,001 - $50,000 | Joint | PTR PDF |
| TJX · TJX Companies, Inc. | Purchase | Nov 26, 2021 | Nov 27, 2021 | $15,001 - $50,000 | Joint | PTR PDF |
| ACN · Accenture plc Class A Ordinary Shares | Purchase | Nov 26, 2021 | Nov 27, 2021 | $1,001 - $15,000 | Joint | PTR PDF |
| ARCB · ArcBest Corporation | Purchase | Nov 26, 2021 | Nov 27, 2021 | $50,001 - $100,000 | Joint | PTR PDF |
| CR · Crane Co. | Purchase | Nov 26, 2021 | Nov 27, 2021 | $15,001 - $50,000 | Joint | PTR PDF |
| FDIS · Fidelity MSCI Consumer Discretionary Index ETF | Purchase | Nov 26, 2021 | Nov 27, 2021 | $50,001 - $100,000 | Joint | PTR PDF |
| HLT · Hilton Worldwide Holdings Inc. | Purchase | Nov 26, 2021 | Nov 27, 2021 | $50,001 - $100,000 | Joint | PTR PDF |
| PWR · Quanta Services, Inc. | Purchase | Nov 26, 2021 | Nov 27, 2021 | $50,001 - $100,000 | Joint | PTR PDF |
| ABB · ABB Ltd | Purchase | Nov 26, 2021 | Nov 27, 2021 | $50,001 - $100,000 | Joint | PTR PDF |
| AGCO · AgCO Corporation | Purchase | Nov 26, 2021 | Nov 27, 2021 | $50,001 - $100,000 | Joint | PTR PDF |
| BLL · Ball Corporation | Purchase | Nov 26, 2021 | Nov 27, 2021 | $50,001 - $100,000 | Joint | PTR PDF |
| FTEC · Fidelity MSCI Information Technology Index ETF | Purchase | Nov 26, 2021 | Nov 27, 2021 | $100,001 - $250,000 | Joint | PTR PDF |
| FSK · FS KKR Capital Corp. | Sale | Nov 26, 2021 | Nov 27, 2021 | $100,001 - $250,000 | Joint | PTR PDF |
| PH · Parker-Hannifin Corporation | Purchase | Nov 26, 2021 | Nov 27, 2021 | $15,001 - $50,000 | Joint | PTR PDF |
| DRE · Duke Realty Corporation | Purchase | Nov 26, 2021 | Nov 27, 2021 | $50,001 - $100,000 | Joint | PTR PDF |
| OKE · ONEOK, Inc. | Purchase | Nov 15, 2021 | Nov 16, 2021 | $1,001 - $15,000 | Joint | PTR PDF |
| TXN · Texas Instruments Incorporated | Purchase | Nov 15, 2021 | Nov 16, 2021 | $1,001 - $15,000 | Joint | PTR PDF |
| TIP · iShares TIPS Bond ETF | Purchase | Nov 5, 2021 | Nov 6, 2021 | $1,001 - $15,000 | Joint | PTR PDF |
| JPM · JP Morgan Chase & Co. | Purchase | Oct 29, 2021 | Oct 31, 2021 | $1,001 - $15,000 | Joint | PTR PDF |
| ITW · Illinois Tool Works Inc. | Purchase | Oct 20, 2021 | Oct 21, 2021 | $15,001 - $50,000 | Joint | PTR PDF |
| CVX · Chevron Corporation | Purchase | Oct 20, 2021 | Oct 21, 2021 | $50,001 - $100,000 | Joint | PTR PDF |
| FMAT · Fidelity MSCI Materials Index ETF | Purchase | Oct 20, 2021 | Oct 21, 2021 | $15,001 - $50,000 | Joint | PTR PDF |
| V · Visa Inc. | Purchase | Oct 20, 2021 | Oct 21, 2021 | $50,001 - $100,000 | Joint | PTR PDF |
| BLK · blackRock, Inc. | Purchase | Oct 20, 2021 | Oct 21, 2021 | $15,001 - $50,000 | Joint | PTR PDF |
| ORLY · O'Reilly Automotive, Inc. | Purchase | Oct 20, 2021 | Oct 21, 2021 | $15,001 - $50,000 | Joint | PTR PDF |
| PXD · Pioneer Natural Resources Company | Purchase | Oct 14, 2021 | Oct 15, 2021 | $1,001 - $15,000 | Joint | PTR PDF |
| TIP · iShares TIPS bond ETF | Purchase | Oct 7, 2021 | Oct 8, 2021 | $1,001 - $15,000 | Joint | PTR PDF |
| DIAL · Columbia Diversified Fixed Income Allocation ETF | Purchase | Oct 6, 2021 | Oct 7, 2021 | $1,001 - $15,000 | Joint | PTR PDF |
| DGRO · iShares Core Dividend growth ETF | Purchase | Sep 30, 2021 | Oct 1, 2021 | $1,001 - $15,000 | Joint | PTR PDF |
| DVN · Devon Energy Corporation | Purchase | Sep 30, 2021 | Oct 1, 2021 | $1,001 - $15,000 | Joint | PTR PDF |
| WMB · Williams Companies, Inc. | Purchase | Sep 27, 2021 | Sep 28, 2021 | $1,001 - $15,000 | Joint | PTR PDF |
| ACN · Accenture plc Class A Ordinary Shares | Purchase | Sep 23, 2021 | Sep 24, 2021 | $100,001 - $250,000 | Joint | PTR PDF |
| MDT · Medtronic plc. Ordinary Shares | Purchase | Sep 23, 2021 | Sep 24, 2021 | $100,001 - $250,000 | Joint | PTR PDF |
| RTX · Raytheon Technologies Corporation | Purchase | Sep 23, 2021 | Sep 24, 2021 | $250,001 - $500,000 | Joint | PTR PDF |
| SPY · SPDR S&P 500 | Sale | Sep 20, 2021 | Sep 21, 2021 | $500,001 - $1,000,000 | Joint | PTR PDF |
| PXD · Pioneer Natural Resources Company | Purchase | Sep 17, 2021 | Sep 20, 2021 | $1,001 - $15,000 | Joint | PTR PDF |
| HD · Home Depot, Inc. | Purchase | Sep 16, 2021 | Sep 17, 2021 | $1,001 - $15,000 | Joint | PTR PDF |
| NEE · NextEra Energy, Inc. | Purchase | Sep 15, 2021 | Sep 16, 2021 | $1,001 - $15,000 | Joint | PTR PDF |
| EMR · Emerson Electric Company | Purchase | Sep 10, 2021 | Sep 13, 2021 | $1,001 - $15,000 | Joint | PTR PDF |
| ROK · Rockwell Automation, Inc. | Purchase | Sep 10, 2021 | Sep 13, 2021 | $1,001 - $15,000 | Joint | PTR PDF |
| MSFT · Microsoft Corporation | Purchase | Sep 9, 2021 | Sep 10, 2021 | $1,001 - $15,000 | Joint | PTR PDF |
| TIP · iShares TIPS bond ETF | Purchase | Sep 8, 2021 | Sep 9, 2021 | $1,001 - $15,000 | Joint | PTR PDF |
| DIAL · Columbia Diversified Fixed Income Allocation ETF | Purchase | Sep 7, 2021 | Sep 8, 2021 | $1,001 - $15,000 | Joint | PTR PDF |
| JNJ · Johnson & Johnson | Purchase | Sep 7, 2021 | Sep 8, 2021 | $1,001 - $15,000 | Joint | PTR PDF |
| HON · Honeywell International Inc. | Purchase | Sep 3, 2021 | Sep 6, 2021 | $1,001 - $15,000 | Joint | PTR PDF |
| IQV · IQVIA Holdings, Inc. | Purchase | Sep 2, 2021 | Sep 3, 2021 | $15,001 - $50,000 | Joint | PTR PDF |
| UNH · unitedHealth group Incorporated Common Stock | Purchase | Sep 2, 2021 | Sep 3, 2021 | $50,001 - $100,000 | Joint | PTR PDF |
| RTX · Raytheon Technologies Corporation | Purchase | Sep 2, 2021 | Sep 3, 2021 | $50,001 - $100,000 | Joint | PTR PDF |
| XOM · Exxon Mobil Corporation | Purchase | Sep 2, 2021 | Sep 3, 2021 | $1,001 - $15,000 | Joint | PTR PDF |
| INTC · Intel Corporation | Purchase | Sep 2, 2021 | Sep 3, 2021 | $50,001 - $100,000 | Joint | PTR PDF |
| JNJ · Johnson & Johnson | Purchase | Sep 2, 2021 | Sep 3, 2021 | $50,001 - $100,000 | Joint | PTR PDF |
| CDNS · Cadence Design Systems, Inc. | Purchase | Sep 2, 2021 | Sep 3, 2021 | $15,001 - $50,000 | Joint | PTR PDF |
| PRGS · Progress Software Corporation | Purchase | Sep 2, 2021 | Sep 3, 2021 | $15,001 - $50,000 | Joint | PTR PDF |
| LMT · lockheed Martin Corporation | Purchase | Aug 25, 2021 | Aug 26, 2021 | $100,001 - $250,000 | Joint | PTR PDF |
| COST · Costco Wholesale Corporation | Purchase | Aug 25, 2021 | Aug 26, 2021 | $250,001 - $500,000 | Joint | PTR PDF |
| AHCO · AdaptHealth Corp. | Purchase | Aug 25, 2021 | Aug 26, 2021 | $100,001 - $250,000 | Joint | PTR PDF |
| CB · Chubb limited | Purchase | Aug 25, 2021 | Aug 26, 2021 | $100,001 - $250,000 | Joint | PTR PDF |
| TXN · Texas Instruments Incorporated | Purchase | Aug 25, 2021 | Aug 26, 2021 | $250,001 - $500,000 | Joint | PTR PDF |
| MMC · Marsh & Mclennan Companies, Inc. | Purchase | Aug 16, 2021 | Aug 17, 2021 | $100,001 - $250,000 | Joint | PTR PDF |
| OKE · ONEOK, Inc. | Purchase | Aug 16, 2021 | Aug 17, 2021 | $1,001 - $15,000 | Joint | PTR PDF |
| MMP · Magellan Midstream Partners l.P. limited Partnership | Purchase | Aug 13, 2021 | Aug 16, 2021 | $1,001 - $15,000 | Joint | PTR PDF |
| ACN · Accenture plc Class A Ordinary Shares | Purchase | Aug 13, 2021 | Aug 16, 2021 | $1,001 - $15,000 | Joint | PTR PDF |
| TXN · Texas Instruments Incorporated | Purchase | Aug 9, 2021 | Aug 10, 2021 | $1,001 - $15,000 | Joint | PTR PDF |
| TIP · iShares TIPS bond ETF | Purchase | Aug 6, 2021 | Aug 9, 2021 | $1,001 - $15,000 | Joint | PTR PDF |
| DIAL · Columbia Diversified Fixed Income Allocation ETF | Purchase | Aug 5, 2021 | Aug 6, 2021 | $1,001 - $15,000 | Joint | PTR PDF |
| JPM · JP Morgan Chase & Co. | Purchase | Jul 31, 2021 | Aug 1, 2021 | $1,001 - $15,000 | Joint | PTR PDF |
| NEE · NextEra Energy, Inc. | Purchase | Jul 30, 2021 | Jul 31, 2021 | $50,001 - $100,000 | Joint | PTR PDF |
| TIP · iShares TIPS bond ETF | Purchase | Jul 30, 2021 | Jul 31, 2021 | $250,001 - $500,000 | Joint | PTR PDF |
| FDRR · Fidelity Dividend ETF for Rising Rates | Purchase | Jul 30, 2021 | Jul 31, 2021 | $50,001 - $100,000 | Joint | PTR PDF |
| AMZN · Amazon.com, Inc. | Purchase | Jul 30, 2021 | Jul 31, 2021 | $50,001 - $100,000 | Joint | PTR PDF |
| JEPI · JPMorgan Equity Premium Income ETF | Purchase | Jul 30, 2021 | Jul 31, 2021 | $100,001 - $250,000 | Joint | PTR PDF |
| ROK · Rockwell Automation, Inc. | Purchase | Jul 21, 2021 | Jul 22, 2021 | $50,001 - $100,000 | Joint | PTR PDF |
| TMO · Thermo Fisher Scientific Inc | Purchase | Jul 21, 2021 | Jul 22, 2021 | $50,001 - $100,000 | Joint | PTR PDF |
| ADBE · Adobe Inc. | Purchase | Jul 21, 2021 | Jul 22, 2021 | $50,001 - $100,000 | Joint | PTR PDF |
| PTC · PTC Inc. | Purchase | Jul 21, 2021 | Jul 22, 2021 | $15,001 - $50,000 | Joint | PTR PDF |
| BSX · boston Scientific Corporation | Purchase | Jul 21, 2021 | Jul 22, 2021 | $15,001 - $50,000 | Joint | PTR PDF |
| MSFT · Microsoft Corporation | Purchase | Jul 21, 2021 | Jul 22, 2021 | $100,001 - $250,000 | Joint | PTR PDF |
| TXN · Texas Instruments Incorporated | Purchase | Jul 21, 2021 | Jul 22, 2021 | $100,001 - $250,000 | Joint | PTR PDF |
| PXD · Pioneer Natural Resources Company | Purchase | Jul 14, 2021 | Jul 15, 2021 | $1,001 - $15,000 | Joint | PTR PDF |
| TIP · iShares TIPS bond ETF | Purchase | Jul 8, 2021 | Jul 9, 2021 | $1,001 - $15,000 | Joint | PTR PDF |
| TROW · T. Rowe Price group, Inc. | Purchase | Jul 7, 2021 | Jul 8, 2021 | $1,001 - $15,000 | Joint | PTR PDF |
| FQAL · Fidelity Quality Factor ETF | Purchase | Jul 1, 2021 | Jul 2, 2021 | $100,001 - $250,000 | Joint | PTR PDF |
| DGRO · iShares Core Dividend growth ETF | Purchase | Jul 1, 2021 | Jul 2, 2021 | $250,001 - $500,000 | Joint | PTR PDF |
| JPM · JP Morgan Chase & Co. | Purchase | Jul 1, 2021 | Jul 2, 2021 | $50,001 - $100,000 | Joint | PTR PDF |
| VUZI · Vuzix Corporation | Purchase | Jul 1, 2021 | Jul 2, 2021 | $50,001 - $100,000 | Joint | PTR PDF |
| DXCM · DexCom, Inc. | Purchase | Jul 1, 2021 | Jul 2, 2021 | $100,001 - $250,000 | Joint | PTR PDF |
| EMR · Emerson Electric Company | Purchase | Jul 1, 2021 | Jul 2, 2021 | $50,001 - $100,000 | Joint | PTR PDF |
| ITW · Illinois Tool Works Inc. | Purchase | Jul 1, 2021 | Jul 2, 2021 | $50,001 - $100,000 | Joint | PTR PDF |
| MDT · Medtronic plc. Ordinary Shares | Purchase | Jul 1, 2021 | Jul 2, 2021 | $15,001 - $50,000 | Joint | PTR PDF |
| DHR · Danaher Corporation | Purchase | Jul 1, 2021 | Jul 2, 2021 | $50,001 - $100,000 | Joint | PTR PDF |
| ETV · Eaton Vance Corporation Eaton Vance Tax-Managed buy-Write Opportunities Fund Common Shares of beneficial Interest | Purchase | Jul 1, 2021 | Jul 2, 2021 | $15,001 - $50,000 | Joint | PTR PDF |
| HD · Home Depot, Inc. | Purchase | Jul 1, 2021 | Jul 2, 2021 | $100,001 - $250,000 | Joint | PTR PDF |
| DVN · Devon Energy Corporation | Purchase | Jun 30, 2021 | Jul 1, 2021 | $1,001 - $15,000 | Joint | PTR PDF |
| WMB · Williams Companies, Inc. | Purchase | Jun 28, 2021 | Jun 29, 2021 | $1,001 - $15,000 | Joint | PTR PDF |
| JNJ · Johnson & Johnson | Purchase | Jun 25, 2021 | Jun 26, 2021 | $250,001 - $500,000 | Joint | PTR PDF |
| MASI · Masimo Corporation | Purchase | Jun 25, 2021 | Jun 26, 2021 | $15,001 - $50,000 | Joint | PTR PDF |
| PSX · Phillips 66 | Purchase | Jun 25, 2021 | Jun 26, 2021 | $15,001 - $50,000 | Joint | PTR PDF |
| ACN · Accenture plc Class A Ordinary Shares | Purchase | Jun 25, 2021 | Jun 26, 2021 | $100,001 - $250,000 | Joint | PTR PDF |
| LIN · Linde plc Ordinary Share | Purchase | Jun 25, 2021 | Jun 26, 2021 | $100,001 - $250,000 | Joint | PTR PDF |
| MSFT · Microsoft Corporation | Purchase | Jun 25, 2021 | Jun 26, 2021 | $100,001 - $250,000 | Joint | PTR PDF |
| HON · Honeywell International Inc. | Purchase | Jun 25, 2021 | Jun 26, 2021 | $50,001 - $100,000 | Joint | PTR PDF |
| ASXC · Asensus Surgical, Inc. | Purchase | Jun 25, 2021 | Jun 26, 2021 | $100,001 - $250,000 | Joint | PTR PDF |
| JPM · JP Morgan Chase & Co. | Purchase | Jun 25, 2021 | Jun 26, 2021 | $250,001 - $500,000 | Joint | PTR PDF |
| MASI · Masimo Corporation | Purchase | Jun 25, 2021 | Jun 26, 2021 | $100,001 - $250,000 | Joint | PTR PDF |
| MSFT · Microsoft Corporation | Purchase | Jun 25, 2021 | Jun 26, 2021 | $250,001 - $500,000 | Joint | PTR PDF |
| HD · Home Depot, Inc. | Purchase | Jun 17, 2021 | Jun 18, 2021 | $1,001 - $15,000 | Joint | PTR PDF |
| NEE · NextEra Energy, Inc. | Purchase | Jun 15, 2021 | Jun 16, 2021 | $1,001 - $15,000 | Joint | PTR PDF |
| XOM · Exxon Mobil Corporation | Purchase | Jun 10, 2021 | Jun 11, 2021 | $1,001 - $15,000 | Joint | PTR PDF |
| MSFT · Microsoft Corporation | Purchase | Jun 10, 2021 | Jun 11, 2021 | $1,001 - $15,000 | Joint | PTR PDF |
| PXD · Pioneer Natural Resources Company | Purchase | Jun 9, 2021 | Jun 10, 2021 | $500,001 - $1,000,000 | Joint | PTR PDF |
| PRGS · Progress Software Corporation | Purchase | May 26, 2021 | May 27, 2021 | $50,001 - $100,000 | Joint | PTR PDF |
| PTC · PTC Inc. | Purchase | May 26, 2021 | May 27, 2021 | $50,001 - $100,000 | Joint | PTR PDF |
| CDNS · Cadence Design Systems, Inc. | Purchase | May 26, 2021 | May 27, 2021 | $100,001 - $250,000 | Joint | PTR PDF |
| OKE · ONEOK, Inc. | Purchase | May 26, 2021 | May 27, 2021 | $1,001 - $15,000 | Joint | PTR PDF |
| AHCO · AdaptHealth Corp. - Class A | Purchase | May 20, 2021 | May 21, 2021 | $1,001 - $15,000 | Dependent Child | PTR PDF |
| MTBC · CareCloud, Inc. | Purchase | May 20, 2021 | May 21, 2021 | $1,001 - $15,000 | Dependent Child | PTR PDF |
| EXAS · Exact Sciences Corporation | Purchase | May 20, 2021 | May 21, 2021 | $1,001 - $15,000 | Dependent Child | PTR PDF |
| EXAS · Exact Sciences Corporation | Purchase | May 20, 2021 | May 21, 2021 | $50,001 - $100,000 | Joint | PTR PDF |
| IQV · IQVIA Holdings, Inc. | Purchase | May 20, 2021 | May 21, 2021 | $1,001 - $15,000 | Dependent Child | PTR PDF |
| VUZI · Vuzix Corporation | Purchase | May 20, 2021 | May 21, 2021 | $1,001 - $15,000 | Dependent Child | PTR PDF |
| BSX · Boston Scientific Corporation | Purchase | May 20, 2021 | May 21, 2021 | $1,001 - $15,000 | Dependent Child | PTR PDF |
| HON · Honeywell International Inc. | Purchase | May 18, 2021 | May 19, 2021 | $250,001 - $500,000 | Joint | PTR PDF |
| EMR · Emerson Electric Company | Purchase | May 18, 2021 | May 19, 2021 | $250,001 - $500,000 | Joint | PTR PDF |
| IQV · IQVIA Holdings, Inc. | Purchase | May 18, 2021 | May 19, 2021 | $100,001 - $250,000 | Joint | PTR PDF |
| ROK · Rockwell Automation, Inc. | Purchase | May 18, 2021 | May 19, 2021 | $250,001 - $500,000 | Joint | PTR PDF |
| VUZI · Vuzix Corporation | Purchase | May 18, 2021 | May 19, 2021 | $15,001 - $50,000 | Joint | PTR PDF |
| NEE · NextEra Energy, Inc. | Purchase | May 18, 2021 | May 19, 2021 | $250,001 - $500,000 | Joint | PTR PDF |
| FCX · Freeport-McMoRan, Inc. | Purchase | May 18, 2021 | May 19, 2021 | $100,001 - $250,000 | Joint | PTR PDF |
| ORLY · O'Reilly Automotive, Inc. | Purchase | May 18, 2021 | May 19, 2021 | $100,001 - $250,000 | Joint | PTR PDF |
| TXN · Texas Instruments Incorporated | Purchase | May 17, 2021 | May 18, 2021 | $1,001 - $15,000 | Joint | PTR PDF |
| MMP · Magellan Midstream Partners L.P. Limited Partnership | Purchase | May 14, 2021 | May 15, 2021 | $1,001 - $15,000 | Joint | PTR PDF |
| ACN · Accenture plc Class A Ordinary Shares | Purchase | May 14, 2021 | May 15, 2021 | $1,001 - $15,000 | Joint | PTR PDF |
| DVN · Devon Energy Corporation | Purchase | Mar 31, 2021 | Apr 1, 2021 | $1,001 - $15,000 | Joint | PTR PDF |
| WMB · Williams Companies, Inc. | Purchase | Mar 29, 2021 | Mar 30, 2021 | $1,001 - $15,000 | Joint | PTR PDF |
| HD · Home Depot, Inc. | Purchase | Mar 25, 2021 | Mar 23, 2021 | $1,001 - $15,000 | Joint | PTR PDF |
| MSFT · Microsoft Corporation | Purchase | Mar 11, 2021 | Mar 12, 2021 | $1,001 - $15,000 | Joint | PTR PDF |
| XOM · Exxon Mobil Corporation | Purchase | Mar 10, 2021 | Mar 11, 2021 | $1,001 - $15,000 | Joint | PTR PDF |
| OKE · ONEOK, Inc. | Purchase | Feb 12, 2021 | Feb 13, 2021 | $1,001 - $15,000 | Joint | PTR PDF |
| MMP · Magellan Midstream Partners L.P. Limited Partnership | Purchase | Feb 12, 2021 | Feb 13, 2021 | $1,001 - $15,000 | Joint | PTR PDF |
| ACN · Accenture plc Class A Ordinary Shares | Purchase | Feb 12, 2021 | Feb 13, 2021 | $1,001 - $15,000 | Joint | PTR PDF |
| TXN · Texas Instruments Incorporated | Purchase | Feb 8, 2021 | Feb 9, 2021 | $1,001 - $15,000 | Joint | PTR PDF |
| FSKR · FS KKR Capital Corp. II | Purchase | Jan 11, 2021 | Jan 12, 2021 | $1,001 - $15,000 | Joint | PTR PDF |
| AIO · AllianzgI Artificial Intelligence & Technology Opportunities Fund Common Shares | Purchase | Jan 11, 2021 | Jan 12, 2021 | $1,001 - $15,000 | Joint | PTR PDF |
| WMB · Williams Companies, Inc. | Purchase | Dec 28, 2020 | Dec 29, 2020 | $1,001 - $15,000 | Joint | PTR PDF |
| HD · Home Depot, Inc. | Purchase | Dec 17, 2020 | Dec 18, 2020 | $1,001 - $15,000 | Joint | PTR PDF |
| XOM · Exxon Mobil Corporation | Purchase | Dec 10, 2020 | Dec 11, 2020 | $1,001 - $15,000 | Joint | PTR PDF |
| MSFT · Microsoft Corporation | Purchase | Dec 10, 2020 | Dec 11, 2020 | $1,001 - $15,000 | Joint | PTR PDF |
| SU · Suncor Energy Inc. | Sale | Nov 19, 2020 | Nov 20, 2020 | $1,001 - $15,000 | Joint | PTR PDF |
| BDX · Becton, Dickinson and Company | Sale | Nov 19, 2020 | Nov 20, 2020 | $1,001 - $15,000 | Joint | PTR PDF |
| TXN · Texas Instruments Incorporated | Purchase | Nov 16, 2020 | Nov 16, 2020 | $1,001 - $15,000 | Joint | PTR PDF |
| ACN · Accenture plc Class A Ordinary Shares | Purchase | Nov 13, 2020 | Nov 16, 2020 | $1,001 - $15,000 | Joint | PTR PDF |
| OKE · ONEOK, Inc. | Purchase | Nov 13, 2020 | Nov 16, 2020 | $1,001 - $15,000 | Joint | PTR PDF |
| MMP · Magellan Midstream Partners L.P. Limited Partnership | Purchase | Nov 13, 2020 | Nov 16, 2020 | $1,001 - $15,000 | Joint | PTR PDF |
| MMC · Marsh & McLennan Companies, Inc. | Purchase | Oct 16, 2020 | Oct 17, 2020 | $1,001 - $15,000 | Joint | PTR PDF |
| NEE · NextEra Energy, Inc. | Purchase | Oct 16, 2020 | Oct 17, 2020 | $1,001 - $15,000 | Joint | PTR PDF |
| BA · Boeing Company | Purchase | Oct 16, 2020 | Oct 17, 2020 | $1,001 - $15,000 | Joint | PTR PDF |
| JNJ · Johnson & Johnson | Purchase | Oct 16, 2020 | Oct 17, 2020 | $1,001 - $15,000 | Joint | PTR PDF |
| MCD · McDonald's Corporation | Purchase | Oct 16, 2020 | Oct 17, 2020 | $1,001 - $15,000 | Joint | PTR PDF |
| ITW · Illinois Tool Works Inc. | Purchase | Oct 16, 2020 | Oct 17, 2020 | $1,001 - $15,000 | Joint | PTR PDF |
| WMB · Williams Companies, Inc. | Purchase | Sep 28, 2020 | Sep 29, 2020 | $1,001 - $15,000 | Joint | PTR PDF |
| HD · Home Depot, Inc. | Purchase | Sep 17, 2020 | Sep 18, 2020 | $1,001 - $15,000 | Joint | PTR PDF |
| MSFT · Microsoft Corporation | Purchase | Sep 10, 2020 | Sep 11, 2020 | $1,001 - $15,000 | Joint | PTR PDF |
| XOM · Exxon Mobil Corporation | Purchase | Sep 10, 2020 | Sep 11, 2020 | $1,001 - $15,000 | Joint | PTR PDF |
| TXN · Texas Instruments Incorporated | Purchase | Aug 17, 2020 | Aug 18, 2020 | $1,001 - $15,000 | Joint | PTR PDF |
| MMP · Magellan Midstream Partners l.P. limited Partnership | Purchase | Aug 14, 2020 | Aug 15, 2020 | $1,001 - $15,000 | Joint | PTR PDF |
| ACN · Accenture plc Class A Ordinary Shares | Purchase | Aug 14, 2020 | Aug 15, 2020 | $1,001 - $15,000 | Joint | PTR PDF |
| OKE · ONEOK, Inc. | Purchase | Aug 14, 2020 | Aug 15, 2020 | $1,001 - $15,000 | Joint | PTR PDF |
| JNJ · Johnson & Johnson | Purchase | Jul 27, 2020 | Jul 28, 2020 | $1,001 - $15,000 | Joint | PTR PDF |
| MDT · Medtronic plc. Ordinary Shares | Purchase | Jul 27, 2020 | Jul 28, 2020 | $1,001 - $15,000 | Joint | PTR PDF |
| HON · Honeywell International Inc. | Purchase | Jul 27, 2020 | Jul 28, 2020 | $1,001 - $15,000 | Joint | PTR PDF |
| DG · Dollar general Corporation | Purchase | Jul 27, 2020 | Jul 28, 2020 | $1,001 - $15,000 | Joint | PTR PDF |
| COST · Costco Wholesale Corporation | Purchase | Jul 27, 2020 | Jul 28, 2020 | $1,001 - $15,000 | Joint | PTR PDF |
| AMP · Ameriprise Financial, Inc. | Purchase | Jul 27, 2020 | Jul 28, 2020 | $1,001 - $15,000 | Joint | PTR PDF |
| SHW · Sherwin-Williams Company | Purchase | Jul 27, 2020 | Jul 28, 2020 | $1,001 - $15,000 | Joint | PTR PDF |
| TXN · Texas Instruments Incorporated | Purchase | Jul 27, 2020 | Jul 28, 2020 | $1,001 - $15,000 | Joint | PTR PDF |
| CR · Crane Co. | Purchase | Jul 27, 2020 | Jul 28, 2020 | $1,001 - $15,000 | Joint | PTR PDF |
| EXAS · Exact Sciences Corporation | Purchase | Jul 27, 2020 | Jul 28, 2020 | $1,001 - $15,000 | Joint | PTR PDF |
| HD · Home Depot, Inc. | Purchase | Jul 27, 2020 | Jul 28, 2020 | $1,001 - $15,000 | Joint | PTR PDF |
| ICLR · ICON plc - Ordinary Shares | Purchase | Jul 27, 2020 | Jul 28, 2020 | $1,001 - $15,000 | Joint | PTR PDF |
| ICE · Intercontinental Exchange Inc. | Purchase | Jul 27, 2020 | Jul 28, 2020 | $1,001 - $15,000 | Joint | PTR PDF |
| LMT · Lockheed Martin Corporation | Purchase | Jul 27, 2020 | Jul 28, 2020 | $1,001 - $15,000 | Joint | PTR PDF |
| MMC · Marsh & McLennan Companies, Inc. | Purchase | Jul 27, 2020 | Jul 28, 2020 | $1,001 - $15,000 | Joint | PTR PDF |
| MSFT · Microsoft Corporation | Purchase | Jul 27, 2020 | Jul 28, 2020 | $1,001 - $15,000 | Joint | PTR PDF |
| NEE · NextEra Energy, Inc. | Purchase | Jul 27, 2020 | Jul 28, 2020 | $1,001 - $15,000 | Joint | PTR PDF |
| ORLY · O'Reilly Automotive, Inc. | Purchase | Jul 27, 2020 | Jul 28, 2020 | $1,001 - $15,000 | Joint | PTR PDF |
| PH · Parker-Hannifin Corporation | Purchase | Jul 27, 2020 | Jul 28, 2020 | $1,001 - $15,000 | Joint | PTR PDF |
| CRM · Salesforce.com Inc | Purchase | Jul 27, 2020 | Jul 28, 2020 | $1,001 - $15,000 | Joint | PTR PDF |
| TJX · TJX Companies, Inc. | Purchase | Jul 27, 2020 | Jul 28, 2020 | $1,001 - $15,000 | Joint | PTR PDF |
| V · Visa Inc. | Purchase | Jul 27, 2020 | Jul 28, 2020 | $1,001 - $15,000 | Joint | PTR PDF |
| ACN · Accenture plc Class A Ordinary Shares | Purchase | Jul 27, 2020 | Jul 28, 2020 | $1,001 - $15,000 | Joint | PTR PDF |
| KO · Coca-Cola Company | Purchase | Jul 27, 2020 | Jul 28, 2020 | $1,001 - $15,000 | Joint | PTR PDF |
| INTC · Intel Corporation | Purchase | Jul 27, 2020 | Jul 28, 2020 | $1,001 - $15,000 | Joint | PTR PDF |
| JPM · JP Morgan Chase & Co. | Purchase | Jul 27, 2020 | Jul 28, 2020 | $1,001 - $15,000 | Joint | PTR PDF |
| LOW · Lowe's Companies, Inc. | Purchase | Jul 27, 2020 | Jul 28, 2020 | $1,001 - $15,000 | Joint | PTR PDF |
| MDLZ · Mondelez International, Inc. - Class A | Purchase | Jul 27, 2020 | Jul 28, 2020 | $1,001 - $15,000 | Joint | PTR PDF |
| NVS · Novartis Ag | Purchase | Jul 27, 2020 | Jul 28, 2020 | $1,001 - $15,000 | Joint | PTR PDF |
| PSX · Phillips 66 | Purchase | Jul 27, 2020 | Jul 28, 2020 | $1,001 - $15,000 | Joint | PTR PDF |
| RTX · Raytheon Technologies Corporation | Purchase | Jul 27, 2020 | Jul 28, 2020 | $1,001 - $15,000 | Joint | PTR PDF |
| VFC · V.F. Corporation | Purchase | Jul 27, 2020 | Jul 28, 2020 | $1,001 - $15,000 | Joint | PTR PDF |
| AMZN · Amazon.com, Inc. | Purchase | Jul 27, 2020 | Jul 28, 2020 | $1,001 - $15,000 | Joint | PTR PDF |
| CMCSA · Comcast Corporation - Class A | Purchase | Jul 27, 2020 | Jul 28, 2020 | $1,001 - $15,000 | Joint | PTR PDF |
| OTIS · Otis Worldwide Corporation | Sale | Jul 22, 2020 | Jul 23, 2020 | $1,001 - $15,000 | Joint | PTR PDF |
| XOM · Exxon Mobil Corporation | Sale | Jul 22, 2020 | Jul 23, 2020 | $1,001 - $15,000 | Joint | PTR PDF |
| CARR · Carrier global Corporation | Sale | Jul 22, 2020 | Jul 23, 2020 | $1,001 - $15,000 | Joint | PTR PDF |
| ICE · Intercontinental Exchange Inc. | Sale | Jul 22, 2020 | Jul 23, 2020 | $1,001 - $15,000 | Joint | PTR PDF |
| WMB · Williams Companies, Inc. | Purchase | Jun 29, 2020 | Jun 30, 2020 | $1,001 - $15,000 | Joint | PTR PDF |
| MSFT · Microsoft Corporation | Purchase | Jun 11, 2020 | Jun 12, 2020 | $1,001 - $15,000 | Joint | PTR PDF |
| TXN · Texas Instruments Incorporated | Purchase | May 18, 2020 | May 19, 2020 | $1,001 - $15,000 | Joint | PTR PDF |
| MMP · Magellan Midstream Partners l.P. limited Partnership | Purchase | May 15, 2020 | May 16, 2020 | $1,001 - $15,000 | Joint | PTR PDF |
| ACN · Accenture plc Class A Ordinary Shares | Purchase | May 15, 2020 | May 15, 2020 | $1,001 - $15,000 | Joint | PTR PDF |
| OKE · ONEOK, Inc. | Purchase | May 14, 2020 | May 15, 2020 | $1,001 - $15,000 | Joint | PTR PDF |
| ADBE · Adobe Inc. | Purchase | Apr 9, 2020 | Apr 10, 2020 | $1,001 - $15,000 | Joint | PTR PDF |
| TMO · Thermo Fisher scientific Inc | Purchase | Apr 9, 2020 | Apr 10, 2020 | $1,001 - $15,000 | Joint | PTR PDF |
| LIN · Linde plc ordinary share | Purchase | Apr 9, 2020 | Apr 10, 2020 | $1,001 - $15,000 | Joint | PTR PDF |
| DHR · Danaher Corporation | Purchase | Apr 9, 2020 | Apr 10, 2020 | $1,001 - $15,000 | Joint | PTR PDF |
| BDX · becton, Dickinson and Company | Purchase | Apr 9, 2020 | Apr 10, 2020 | $1,001 - $15,000 | Joint | PTR PDF |
| TXN · Texas Instruments Incorporated | Purchase | Mar 26, 2020 | Mar 27, 2020 | $100,001 - $250,000 | Joint | PTR PDF |
| HD · Home Depot, Inc. | Purchase | Mar 26, 2020 | Mar 27, 2020 | $100,001 - $250,000 | Joint | PTR PDF |
| MMP · Magellan Midstream Partners l.P. limited Partnership | Purchase | Mar 26, 2020 | Mar 27, 2020 | $15,001 - $50,000 | Joint | PTR PDF |
| WPX · WPX Energy, Inc. | Purchase | Mar 26, 2020 | Mar 27, 2020 | $15,001 - $50,000 | Joint | PTR PDF |
| WMB · Williams Companies, Inc. | Purchase | Mar 26, 2020 | Mar 27, 2020 | $100,001 - $250,000 | Joint | PTR PDF |
| ACN · accenture plc Class a ordinary shares | Purchase | Mar 26, 2020 | Mar 27, 2020 | $100,001 - $250,000 | Joint | PTR PDF |
| FTSM · First Trust Enhanced short Maturity ETF | Purchase | Feb 27, 2020 | Feb 28, 2020 | $100,001 - $250,000 | Self | PTR PDF |
| NGL · Ngl ENERgY PARTNERs lP Common units representing limited Partner Interests | Sale | Feb 27, 2020 | Feb 28, 2020 | $15,001 - $50,000 | Self | PTR PDF |
| BBBY · bed bath & beyond Inc. | Sale | Feb 27, 2020 | Feb 28, 2020 | $1,001 - $15,000 | Self | PTR PDF |
| OKE · oNEoK, Inc. | Purchase | Feb 14, 2020 | Feb 15, 2020 | $1,001 - $15,000 | Joint | PTR PDF |
| QSY · WisdomTree u.s. Quality shareholder Yield Fund | Purchase | Feb 14, 2020 | Feb 15, 2020 | $1,001 - $15,000 | Joint | PTR PDF |
| ICE · Intercontinental Exchange Inc. | Purchase | Feb 14, 2020 | Feb 15, 2020 | $1,001 - $15,000 | Joint | PTR PDF |
| CLNC · Colony Credit Real Estate, Inc. Class a | Sale | Dec 4, 2019 | Dec 5, 2019 | $100,001 - $250,000 | Joint | PTR PDF |
| SLB · schlumberger N.V. | Sale | Dec 4, 2019 | Dec 5, 2019 | $15,001 - $50,000 | Joint | PTR PDF |
| OKE · oNEoK, Inc. | Purchase | Nov 14, 2019 | Nov 15, 2019 | $1,001 - $15,000 | Joint | PTR PDF |
| CLNC · Colony Credit Real Estate, Inc. Class A | Purchase | Nov 12, 2019 | Nov 13, 2019 | $1,001 - $15,000 | Joint | PTR PDF |
| DHR · Danaher Corporation | Purchase | Nov 7, 2019 | Nov 8, 2019 | $1,001 - $15,000 | Joint | PTR PDF |
| TMO · Thermo Fisher scientific Inc | Purchase | Nov 7, 2019 | Nov 8, 2019 | $1,001 - $15,000 | Joint | PTR PDF |
| MDT · Medtronic plc. ordinary shares | Purchase | Nov 7, 2019 | Nov 8, 2019 | $1,001 - $15,000 | Joint | PTR PDF |
| ICLR · ICoN plc - ordinary shares | Purchase | Nov 7, 2019 | Nov 8, 2019 | $1,001 - $15,000 | Joint | PTR PDF |
| ADBE · Adobe Inc. | Purchase | Nov 7, 2019 | Nov 8, 2019 | $1,001 - $15,000 | Joint | PTR PDF |
| JPM · JP Morgan Chase & Co. | Purchase | Oct 15, 2019 | Oct 15, 2019 | $1,001 - $15,000 | Joint | PTR PDF |
| VFC · V.F. Corporation | Purchase | Oct 15, 2019 | Oct 15, 2019 | $1,001 - $15,000 | Joint | PTR PDF |
| TXN · Texas Instruments Incorporated | Purchase | Oct 15, 2019 | Oct 15, 2019 | $1,001 - $15,000 | Joint | PTR PDF |
| PG · Procter & gamble Company | Purchase | Oct 15, 2019 | Oct 15, 2019 | $1,001 - $15,000 | Joint | PTR PDF |
| INTC · Intel Corporation | Purchase | Oct 15, 2019 | Oct 15, 2019 | $1,001 - $15,000 | Joint | PTR PDF |
| LMT · lockheed Martin Corporation | Purchase | Oct 15, 2019 | Oct 15, 2019 | $1,001 - $15,000 | Joint | PTR PDF |
| ACN · accenture plc Class a ordinary shares | Purchase | Oct 15, 2019 | Oct 15, 2019 | $1,001 - $15,000 | Joint | PTR PDF |
| CVX · Chevron Corporation | Purchase | Oct 15, 2019 | Oct 15, 2019 | $1,001 - $15,000 | Joint | PTR PDF |
| KO · Coca-Cola Company | Purchase | Oct 15, 2019 | Oct 15, 2019 | $1,001 - $15,000 | Joint | PTR PDF |
| CR · Crane Co. | Purchase | Oct 15, 2019 | Oct 15, 2019 | $1,001 - $15,000 | Joint | PTR PDF |
| XOM · Exxon Mobil Corporation | Purchase | Oct 15, 2019 | Oct 15, 2019 | $1,001 - $15,000 | Joint | PTR PDF |
| CLNC · Colony Credit Real Estate, Inc. Class a | Purchase | Oct 10, 2019 | Oct 10, 2019 | $1,001 - $15,000 | Joint | PTR PDF |
| CLNC · Colony Credit Real Estate, Inc. Class a | Purchase | Sep 10, 2019 | Sep 10, 2019 | $1,001 - $15,000 | Joint | PTR PDF |
| NGL · Ngl ENERgY PARTNERs lP Common units representing limited Partner Interests | Purchase | Aug 14, 2019 | Aug 15, 2019 | $1,001 - $15,000 | Joint | PTR PDF |
| KO · Coca-Cola Company | Purchase | Aug 7, 2019 | Aug 7, 2019 | $15,001 - $50,000 | Joint | PTR PDF |
| HON · Honeywell International Inc. | Purchase | Aug 7, 2019 | Aug 7, 2019 | $50,001 - $100,000 | Joint | PTR PDF |
| EL · Estee lauder Companies, Inc. | Purchase | Aug 7, 2019 | Aug 7, 2019 | $50,001 - $100,000 | Joint | PTR PDF |
| PG · Procter & gamble Company | Purchase | Aug 7, 2019 | Aug 7, 2019 | $15,001 - $50,000 | Joint | PTR PDF |
| CLNC · Colony Credit Real Estate, Inc. Class a | Purchase | Jul 10, 2019 | Jul 11, 2019 | $1,001 - $15,000 | Joint | PTR PDF |
| CLNC · Colony Credit Real Estate, Inc. Class a | Purchase | Jun 10, 2019 | Jun 11, 2019 | $1,001 - $15,000 | Joint | PTR PDF |
| CLNC · Colony Credit Real Estate, Inc. Class A | Purchase | May 10, 2019 | May 13, 2019 | $1,001 - $15,000 | Joint | PTR PDF |
| CLNC · Colony Credit Real Estate, Inc. Class a | Purchase | Apr 10, 2019 | Apr 11, 2019 | $1,001 - $15,000 | Joint | PTR PDF |
| CLNC · Colony Credit Real Estate, Inc. Class a | Purchase | Mar 11, 2019 | Mar 12, 2019 | $1,001 - $15,000 | Joint | PTR PDF |
| CLNC · Colony Credit Real Estate, Inc. Class a | Purchase | Feb 11, 2019 | Mar 13, 2019 | $1,001 - $15,000 | Joint | PTR PDF |
| FSK · Fs KKR Capital Corp. | Exchange | Dec 20, 2018 | Dec 21, 2018 | $100,001 - $250,000 | Joint | PTR PDF |
| CLNC · Colony Credit Real Estate, Inc. Class a | Purchase | Dec 10, 2018 | Dec 11, 2018 | $1,001 - $15,000 | Joint | 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.