Public disclosures
Virginia Foxx
Source: US House Clerk periodic transaction reports · last synced Sep 11, 2026Chamber
House
State / district
NC-05
Party
Not stated in filing
Disclosed trades
482
| Asset | Type | Transaction date | Notified | Reported range | Owner | Filing |
|---|---|---|---|---|---|---|
| ARLP · Alliance Resource Partners, L.P. - Common Units Representing Limited Partnership Interests | Purchase | May 15, 2026 | Jun 1, 2026 | $1,001 - $15,000 | Self | PTR PDF |
| ARLP · Alliance Resource Partners, L.P. - Common Units Representing Limited Partnership Interests | Purchase | Feb 13, 2026 | Feb 13, 2026 | $1,001 - $15,000 | Self | PTR PDF |
| PSA · Public Storage Common Stock | Sale | Jan 12, 2026 | Feb 1, 2026 | $1,001 - $15,000 | Self | PTR PDF |
| EFC · Ellington Financial Inc. Common Stock | Purchase | Dec 30, 2025 | Jan 5, 2026 | $1,001 - $15,000 | Self | PTR PDF |
| ARLP · Alliance Resource Partners, L.P. - Common Units Representing Limited Partnership Interests | Purchase | Nov 17, 2025 | Dec 1, 2025 | $1,001 - $15,000 | Self | PTR PDF |
| HTGC · Hercules Capital, Inc. Common Stock | Purchase | Aug 19, 2025 | Sep 2, 2025 | $1,001 - $15,000 | Self | PTR PDF |
| EFC · Ellington Financial Inc. Common Stock | Purchase | Jun 30, 2025 | Jul 1, 2025 | $1,001 - $15,000 | Self | PTR PDF |
| HTGC · Hercules Capital, Inc. Common Stock | Purchase | May 20, 2025 | Jun 3, 2025 | $1,001 - $15,000 | Self | PTR PDF |
| EFC · Ellington Financial Inc. Common Stock | Purchase | Mar 31, 2025 | Apr 2, 2025 | $1,001 - $15,000 | Self | PTR PDF |
| FLNG · FLEX LNG Ltd. Ordinary Shares | Sale | Mar 7, 2025 | Apr 2, 2025 | $15,001 - $50,000 | Self | PTR PDF |
| PBA · Pembina Pipeline Corp. Ordinary Shares | Sale | Mar 7, 2025 | Apr 2, 2025 | $50,001 - $100,000 | Self | PTR PDF |
| ET · Energy Transfer LP Common Units | Purchase | Feb 19, 2025 | Mar 1, 2025 | $1,001 - $15,000 | Self | PTR PDF |
| AMGN · Amgen Inc. - Common Stock | Purchase | Dec 6, 2024 | Jan 6, 2025 | $1,001 - $15,000 | Self | PTR PDF |
| DUK · Duke Energy Corporation | Purchase | Dec 6, 2024 | Jan 6, 2025 | $1,001 - $15,000 | Self | PTR PDF |
| JNJ · Johnson & Johnson Common Stock | Purchase | Dec 6, 2024 | Jan 6, 2025 | $1,001 - $15,000 | Self | PTR PDF |
| PSA · Public Storage Common Stock | Purchase | Dec 6, 2024 | Jan 6, 2025 | $1,001 - $15,000 | Self | PTR PDF |
| HTGC · Hercules Capital, Inc. Common Stock | Purchase | Nov 20, 2024 | Dec 11, 2024 | $1,001 - $15,000 | Joint | PTR PDF |
| HTGC · Hercules Capital, Inc. Common Stock | Purchase | Oct 23, 2024 | Nov 1, 2024 | $15,001 - $50,000 | Joint | PTR PDF |
| EFC · Ellington Financial Inc. Common Stock | Purchase | Sep 30, 2024 | Oct 15, 2024 | $1,001 - $15,000 | Self | PTR PDF |
| HTGC · Hercules Capital, Inc. Common Stock | Purchase | Aug 20, 2024 | Sep 3, 2024 | $1,001 - $15,000 | Self | PTR PDF |
| ASC · Ardmore Shipping Corporation Common Stock | Purchase | Jul 9, 2024 | Aug 5, 2024 | $1,001 - $15,000 | Self | PTR PDF |
| HTGC · Hercules Capital, Inc. Common Stock | Purchase | May 21, 2024 | Jun 3, 2024 | $1,001 - $15,000 | Self | PTR PDF |
| ET · Energy Transfer LP Common Units | Purchase | May 2, 2024 | Jun 3, 2024 | $1,001 - $15,000 | Self | PTR PDF |
| HTGC · Hercules Capital, Inc. Common Stock | Purchase | Apr 16, 2024 | May 6, 2024 | $1,001 - $15,000 | Self | PTR PDF |
| ASC · Ardmore Shipping Corporation Common Stock | Purchase | Mar 6, 2024 | Apr 8, 2024 | $1,001 - $15,000 | Joint | PTR PDF |
| ARLP · Alliance Resource Partners, L.P. - Common Units Representing Limited Partnership Interests | Purchase | Feb 26, 2024 | Mar 2, 2024 | $1,001 - $15,000 | Joint | PTR PDF |
| ASC · Ardmore Shipping Corporation Common Stock | Purchase | Feb 23, 2024 | Mar 2, 2024 | $1,001 - $15,000 | Joint | PTR PDF |
| FLNG · FLEX LNG Ltd. Ordinary Shares | Purchase | Feb 23, 2024 | Mar 2, 2024 | $1,001 - $15,000 | Joint | PTR PDF |
| ET · Energy Transfer LP Common Units | Purchase | Feb 21, 2024 | Mar 2, 2024 | $1,001 - $15,000 | Joint | PTR PDF |
| FLNG · FLEX LNG Ltd. Ordinary Shares | Purchase | Feb 7, 2024 | Feb 7, 2024 | $1,001 - $15,000 | Joint | PTR PDF |
| ASC · Ardmore Shipping Corporation Common Stock | Purchase | Feb 5, 2024 | Mar 2, 2024 | $1,001 - $15,000 | Joint | PTR PDF |
| HTGC · Hercules Capital, Inc. Common Stock | Purchase | Feb 1, 2024 | Mar 2, 2024 | $1,001 - $15,000 | Joint | PTR PDF |
| ET · Energy Transfer LP Common Units | Purchase | Jan 18, 2024 | Feb 1, 2024 | $1,001 - $15,000 | Joint | PTR PDF |
| CRT · Cross Timbers Royalty Trust | Sale | Jan 17, 2024 | Feb 1, 2024 | $15,001 - $50,000 | Joint | PTR PDF |
| ET · Energy Transfer LP Common Units | Purchase | Jan 16, 2024 | Feb 1, 2024 | $15,001 - $50,000 | Joint | PTR PDF |
| MO · Altria Group, Inc. | Sale | Jan 10, 2024 | Feb 1, 2024 | $15,001 - $50,000 | Joint | PTR PDF |
| SCHX · Schwab U.S. Large-Cap ETF | Purchase | Jan 8, 2024 | Feb 1, 2024 | $1,001 - $15,000 | Joint | PTR PDF |
| FLNG · FLEX LNG Ltd. Ordinary Shares | Purchase | Dec 4, 2023 | Jan 2, 2024 | $1,001 - $15,000 | Joint | PTR PDF |
| CRT · Cross Timbers Royalty Trust | Purchase | Nov 29, 2023 | Dec 1, 2023 | $1,001 - $15,000 | Joint | PTR PDF |
| FLNG · FLEX LNG Ltd. Ordinary Shares | Purchase | Nov 28, 2023 | Dec 1, 2023 | $1,001 - $15,000 | Joint | PTR PDF |
| HTGC · Hercules Capital, Inc. | Purchase | Oct 23, 2023 | Oct 23, 2023 | $1,001 - $15,000 | Joint | PTR PDF |
| HTGC · Hercules Capital, Inc. | Purchase | Oct 3, 2023 | Oct 3, 2023 | $1,001 - $15,000 | Joint | PTR PDF |
| PAA · Plains All American Pipeline, L.P. - Common Units representing Limited Partner Interests | Sale | Oct 3, 2023 | Oct 3, 2023 | $15,001 - $50,000 | Joint | PTR PDF |
| CRT · Cross Timbers Royalty Trust | Purchase | Oct 2, 2023 | Oct 2, 2023 | $1,001 - $15,000 | Joint | PTR PDF |
| HTGC · Hercules Capital, Inc. | Purchase | Sep 21, 2023 | Oct 5, 2023 | $1,001 - $15,000 | Joint | PTR PDF |
| VGR · Vector Group Ltd. | Purchase | Sep 18, 2023 | Oct 5, 2023 | $1,001 - $15,000 | Joint | PTR PDF |
| T · AT&T Inc. | Purchase | Aug 2, 2023 | Sep 2, 2023 | $1,001 - $15,000 | Joint | PTR PDF |
| MO · Altria Group, Inc. | Purchase | Jul 11, 2023 | Jul 28, 2023 | $1,001 - $15,000 | Joint | PTR PDF |
| VGR · Vector Group Ltd. | Purchase | Jun 30, 2023 | Jun 30, 2023 | $1,001 - $15,000 | Joint | PTR PDF |
| SIRE · Sisecam Resources LP Common Units representing limited partner interests | Sale | May 26, 2023 | Jun 1, 2023 | $50,001 - $100,000 | Joint | PTR PDF |
| CRT · Cross Timbers Royalty Trust | Purchase | May 17, 2023 | Jun 1, 2023 | $1,001 - $15,000 | Joint | PTR PDF |
| FLNG · FLEX LNG Ltd. Ordinary Shares | Purchase | May 16, 2023 | Jun 1, 2023 | $1,001 - $15,000 | Joint | PTR PDF |
| ARLP · Alliance Resource Partners, L.P. - Common Units Representing Limited Partnership Interests | Purchase | May 10, 2023 | Jun 1, 2023 | $1,001 - $15,000 | Joint | PTR PDF |
| MO · Altria Group, Inc. | Purchase | May 1, 2023 | Jun 1, 2023 | $1,001 - $15,000 | Joint | PTR PDF |
| PAA · Plains All American Pipeline, L.P. - Common Units representing Limited Partner Interests | Purchase | Mar 24, 2023 | Apr 2, 2023 | $15,001 - $50,000 | Joint | PTR PDF |
| VIASP · Via Renewables, Inc. - 8.75% Series A Fixed-to-Floating Rate Cumulative Redeemable Perpetual Preferred Stock | Purchase | Mar 22, 2023 | Apr 2, 2023 | $1,001 - $15,000 | Joint | PTR PDF |
| VGR · Vector Group Ltd. | Purchase | Mar 7, 2023 | Apr 2, 2023 | $1,001 - $15,000 | Joint | PTR PDF |
| BCC · Boise Cascade, L.L.C. | Purchase | Mar 2, 2023 | Apr 2, 2023 | $1,001 - $15,000 | Joint | PTR PDF |
| PFF · iShares Preferred and Income Securities ETF | Sale | Mar 2, 2023 | Apr 2, 2023 | $50,001 - $100,000 | Joint | PTR PDF |
| MRO · Marathon Oil Corporation | Sale | Feb 21, 2023 | Mar 1, 2023 | $15,001 - $50,000 | Joint | PTR PDF |
| CF · CF Industries Holdings, Inc. | Sale | Feb 16, 2023 | Mar 1, 2023 | $15,001 - $50,000 | Joint | PTR PDF |
| TAK · Takeda Pharmaceutical Company Limited American Depositary Shares | Purchase | Feb 16, 2023 | Mar 1, 2023 | $1,001 - $15,000 | Joint | PTR PDF |
| T · AT&T Inc. | Purchase | Feb 1, 2023 | Mar 1, 2023 | $1,001 - $15,000 | Joint | PTR PDF |
| FLNG · FLEX LNG Ltd. Ordinary Shares | Purchase | Jan 4, 2023 | Jan 4, 2023 | $1,001 - $15,000 | Joint | PTR PDF |
| HES · Hess Corporation | Sale | Dec 30, 2022 | Dec 30, 2022 | $50,001 - $100,000 | Joint | PTR PDF |
| VGR · Vector Group Ltd. | Purchase | Dec 30, 2022 | Dec 30, 2022 | $1,001 - $15,000 | Joint | PTR PDF |
| PFF · iShares Preferred and Income Securities ETF | Purchase | Dec 9, 2022 | Dec 9, 2022 | $15,001 - $50,000 | Joint | PTR PDF |
| MO · Altria Group, Inc. | Purchase | Dec 6, 2022 | Dec 6, 2022 | $50,001 - $100,000 | Joint | PTR PDF |
| MRO · Marathon Oil Corporation | Purchase | Nov 28, 2022 | Nov 28, 2022 | $1,001 - $15,000 | Joint | PTR PDF |
| FLNG · FLEX LNG Ltd. Ordinary Shares | Purchase | Nov 15, 2022 | Nov 15, 2022 | $1,001 - $15,000 | Joint | PTR PDF |
| NUE · Nucor Corporation | Sale | Nov 2, 2022 | Nov 2, 2022 | $50,001 - $100,000 | Joint | PTR PDF |
| T · AT&T Inc. | Purchase | Nov 1, 2022 | Nov 1, 2022 | $1,001 - $15,000 | Joint | PTR PDF |
| TAK · Takeda Pharmaceutical Company Limited American Depositary Shares | Purchase | Nov 1, 2022 | Nov 1, 2022 | $1,001 - $15,000 | Joint | PTR PDF |
| NEE · NextEra Energy, Inc. | Sale | Oct 14, 2022 | Oct 14, 2022 | $100,001 - $250,000 | Joint | PTR PDF |
| FLNG · FLEX LNG Ltd. Ordinary Shares | Purchase | Oct 5, 2022 | Oct 5, 2022 | $1,001 - $15,000 | Joint | PTR PDF |
| GOGL · Golden Ocean Group Limited | Sale | Sep 29, 2022 | Sep 29, 2022 | $15,001 - $50,000 | Joint | PTR PDF |
| AA · Alcoa Corporation | Sale | Sep 28, 2022 | Sep 28, 2022 | $15,001 - $50,000 | Joint | PTR PDF |
| SJT · San Juan Basin Royalty Trust | Sale | Sep 26, 2022 | Sep 26, 2020 | $15,001 - $50,000 | Joint | PTR PDF |
| GPP · Green Plains Partners LP - Common Units | Purchase | Sep 23, 2022 | Sep 23, 2022 | $1,001 - $15,000 | Joint | PTR PDF |
| NEWT · Newtek Business Services Corp. | Purchase | Sep 19, 2022 | Sep 19, 2022 | $1,001 - $15,000 | Joint | PTR PDF |
| CF · CF Industries Holdings, Inc. | Purchase | Sep 16, 2022 | Sep 16, 2022 | $1,001 - $15,000 | Joint | PTR PDF |
| NUE · Nucor Corporation | Purchase | Sep 14, 2022 | Sep 14, 2022 | $50,001 - $100,000 | Joint | PTR PDF |
| NFG · National Fuel Gas Company | Purchase | Sep 7, 2022 | Sep 7, 2022 | $1,001 - $15,000 | Joint | PTR PDF |
| CF · CF Industries Holdings, Inc. | Purchase | Sep 7, 2022 | Sep 7, 2022 | $1,001 - $15,000 | Joint | PTR PDF |
| NEWT · Newtek Business Services Corp. | Purchase | Sep 1, 2022 | Sep 1, 2022 | $1,001 - $15,000 | Joint | PTR PDF |
| GPP · Green Plains Partners LP - Common Units | Purchase | Sep 1, 2022 | Sep 1, 2022 | $1,001 - $15,000 | Joint | PTR PDF |
| NHI · National Health Investors, Inc. | Sale | Sep 1, 2022 | Sep 1, 2022 | $50,001 - $100,000 | Joint | PTR PDF |
| AA · Alcoa Corporation | Purchase | Aug 31, 2022 | Aug 31, 2022 | $1,001 - $15,000 | Joint | PTR PDF |
| VGR · Vector Group Ltd. | Purchase | Aug 30, 2022 | Aug 30, 2022 | $1,001 - $15,000 | Joint | PTR PDF |
| GOGL · Golden Ocean Group Limited | Purchase | Aug 30, 2022 | Aug 30, 2022 | $15,001 - $50,000 | Joint | PTR PDF |
| SJT · San Juan Basin Royalty Trust | Purchase | Aug 29, 2022 | Aug 29, 2022 | $1,001 - $15,000 | Joint | PTR PDF |
| FLNG · FLEX LNG Ltd. Ordinary Shares | Purchase | Aug 26, 2022 | Aug 26, 2022 | $1,001 - $15,000 | Joint | PTR PDF |
| GOGL · Golden Ocean Group Limited | Purchase | Aug 26, 2022 | Aug 26, 2022 | $1,001 - $15,000 | Joint | PTR PDF |
| GPP · Green Plains Partners LP - Common Units | Purchase | Aug 26, 2022 | Aug 26, 2022 | $1,001 - $15,000 | Joint | PTR PDF |
| SJT · San Juan Basin Royalty Trust | Purchase | Aug 25, 2022 | Aug 25, 2022 | $1,001 - $15,000 | Joint | PTR PDF |
| SIRE · Sisecam Resources LP Common Units representing limited partner interests | Purchase | Aug 24, 2022 | Aug 24, 2022 | $1,001 - $15,000 | Joint | PTR PDF |
| VGR · Vector Group Ltd. | Purchase | Aug 24, 2022 | Aug 24, 2022 | $1,001 - $15,000 | Joint | PTR PDF |
| SJT · San Juan Basin Royalty Trust | Purchase | Aug 24, 2022 | Aug 24, 2022 | $1,001 - $15,000 | Joint | PTR PDF |
| BTI · British American Tobacco Industries, p.l.c. Common Stock ADR | Purchase | Aug 23, 2022 | Aug 23, 2022 | $1,001 - $15,000 | Joint | PTR PDF |
| AA · Alcoa Corporation | Purchase | Aug 22, 2022 | Aug 22, 2022 | $1,001 - $15,000 | Joint | PTR PDF |
| K · Kellogg Company | Purchase | Aug 22, 2022 | Aug 22, 2022 | $1,001 - $15,000 | Joint | PTR PDF |
| GOGL · Golden Ocean Group Limited | Purchase | Aug 22, 2022 | Aug 22, 2022 | $1,001 - $15,000 | Joint | PTR PDF |
| GOGL · Golden Ocean Group Limited | Purchase | Aug 18, 2022 | Aug 18, 2022 | $1,001 - $15,000 | Joint | PTR PDF |
| VGR · Vector Group Ltd. | Purchase | Aug 17, 2022 | Aug 17, 2022 | $1,001 - $15,000 | Joint | PTR PDF |
| GSK · GSK plc American Depositary Shares | Purchase | Aug 16, 2022 | Aug 16, 2022 | $1,001 - $15,000 | Joint | PTR PDF |
| GSK · GSK plc American Depositary Shares | Purchase | Aug 9, 2022 | Aug 9, 2022 | $1,001 - $15,000 | Joint | PTR PDF |
| NFG · National Fuel Gas Company | Purchase | Aug 8, 2022 | Aug 8, 2022 | $1,001 - $15,000 | Joint | PTR PDF |
| MOS · Mosaic Company | Purchase | Aug 4, 2022 | Aug 4, 2022 | $1,001 - $15,000 | Joint | PTR PDF |
| HES · Hess Corporation | Purchase | Aug 4, 2022 | Aug 4, 2022 | $1,001 - $15,000 | Joint | PTR PDF |
| VGR · Vector Group Ltd. | Purchase | Aug 4, 2022 | Aug 4, 2022 | $1,001 - $15,000 | Joint | PTR PDF |
| AA · Alcoa Corporation | Purchase | Aug 4, 2022 | Aug 4, 2022 | $1,001 - $15,000 | Joint | PTR PDF |
| FLNG · FLEX LNG Ltd. Ordinary Shares | Purchase | Aug 4, 2022 | Aug 4, 2022 | $15,001 - $50,000 | Joint | PTR PDF |
| KNOP · KNOT Offshore Partners LP Common Units representing Limited Partner Interests | Sale | Aug 2, 2022 | Aug 2, 2022 | $50,001 - $100,000 | Joint | PTR PDF |
| NFG · National Fuel Gas Company | Purchase | Aug 2, 2022 | Aug 2, 2022 | $15,001 - $50,000 | Joint | PTR PDF |
| MOS · Mosaic Company | Purchase | Jul 29, 2022 | Jul 29, 2022 | $1,001 - $15,000 | Joint | PTR PDF |
| BTI · British American Tobacco Industries, p.l.c. Common Stock ADR | Purchase | Jul 29, 2022 | Jul 29, 2022 | $1,001 - $15,000 | Joint | PTR PDF |
| ARLP · Alliance Resource Partners, L.P. - Common Units Representing Limited Partnership Interests | Purchase | Jul 28, 2022 | Jul 28, 2022 | $1,001 - $15,000 | Joint | PTR PDF |
| PG · Procter & Gamble Company | Purchase | Jul 20, 2022 | Jul 20, 2022 | $50,001 - $100,000 | Joint | PTR PDF |
| UVV · Universal Corporation | Sale | Jul 14, 2022 | Jul 14, 2022 | $15,001 - $50,000 | Joint | PTR PDF |
| MMP · Magellan Midstream Partners L.P. Limited Partnership | Sale | Jul 5, 2022 | Jul 5, 2022 | $50,001 - $100,000 | Joint | PTR PDF |
| BTI · British American Tobacco Industries, p.l.c. Common Stock ADR | Purchase | Jun 30, 2022 | Jun 30, 2022 | $1,001 - $15,000 | Joint | PTR PDF |
| NHI · National Health Investors, Inc. | Purchase | Jun 28, 2022 | Jun 28, 2022 | $15,001 - $50,000 | Joint | PTR PDF |
| XOM · Exxon Mobil Corporation | Sale | Jun 23, 2022 | Jun 23, 2022 | $100,001 - $250,000 | Joint | PTR PDF |
| RIO · Rio Tinto Plc | Sale | Jun 17, 2022 | Jun 17, 2022 | $50,001 - $100,000 | Joint | PTR PDF |
| MMP · Magellan Midstream Partners L.P. Limited Partnership | Purchase | Jun 15, 2022 | Jun 15, 2022 | $1,001 - $15,000 | Joint | PTR PDF |
| GPP · Green Plains Partners LP - Common Units | Sale | Jun 13, 2022 | Jun 13, 2022 | $15,001 - $50,000 | Joint | PTR PDF |
| SIRE · Sisecam Resources LP Common Units representing limited partner interests | Purchase | Jun 10, 2022 | Jun 10, 2022 | $1,001 - $15,000 | Joint | PTR PDF |
| HTGC · Hercules Capital, Inc. | Sale | May 19, 2022 | May 19, 2022 | $50,001 - $100,000 | Joint | PTR PDF |
| ADM · Archer-Daniels-Midland Company | Sale | May 19, 2022 | May 19, 2022 | $100,001 - $250,000 | Joint | PTR PDF |
| WBD · Warner Bros. Discovery, Inc. - Series A | Sale | May 17, 2022 | May 17, 2022 | $15,001 - $50,000 | Joint | PTR PDF |
| SIRE · Sisecam Resources LP Common Units representing limited partner interests | Purchase | May 17, 2022 | May 17, 2022 | $1,001 - $15,000 | Joint | PTR PDF |
| PAA · Plains All American Pipeline, L.P. - Common Units representing Limited Partner Interests | Purchase | May 16, 2022 | May 16, 2022 | $1,001 - $15,000 | Joint | PTR PDF |
| GPP · Green Plains Partners LP - Common Units | Purchase | May 16, 2022 | May 16, 2022 | $1,001 - $15,000 | Joint | PTR PDF |
| KNOP · KNOT Offshore Partners LP Common Units representing Limited Partner Interests | Purchase | May 13, 2022 | May 13, 2022 | $1,001 - $15,000 | Joint | PTR PDF |
| ORI · Old Republic International Corporation | Sale | May 12, 2022 | May 12, 2022 | $15,001 - $50,000 | Joint | PTR PDF |
| SIRE · Sisecam Resources LP Common Units representing limited partner interests | Purchase | May 6, 2022 | May 6, 2022 | $1,001 - $15,000 | Joint | PTR PDF |
| T · AT&T Inc. | Purchase | May 3, 2022 | May 3, 2022 | $1,001 - $15,000 | Joint | PTR PDF |
| TTE · TotalEnergies SE | Purchase | Apr 29, 2022 | Apr 29, 2022 | $1,001 - $15,000 | Joint | PTR PDF |
| MMP · Magellan Midstream Partners L.P. Limited Partnership | Purchase | Apr 28, 2022 | Apr 28, 2022 | $1,001 - $15,000 | Joint | PTR PDF |
| SIRE · Sisecam Resources LP Common Units representing limited partner interests | Purchase | Apr 25, 2022 | Apr 25, 2022 | $1,001 - $15,000 | Joint | PTR PDF |
| PSX · Phillips 66 | Sale | Apr 25, 2022 | Apr 25, 2022 | $50,001 - $100,000 | Joint | PTR PDF |
| GPP · Green Plains Partners LP - Common Units | Purchase | Apr 22, 2022 | Apr 22, 2022 | $15,001 - $50,000 | Joint | PTR PDF |
| USDP · USD Partners LP Common Units representing limited partner interest | Purchase | Apr 22, 2022 | Apr 22, 2022 | $1,001 - $15,000 | Joint | PTR PDF |
| MMP · Magellan Midstream Partners L.P. Limited Partnership | Purchase | Apr 22, 2022 | Apr 22, 2022 | $15,001 - $50,000 | Joint | PTR PDF |
| RIO · Rio Tinto Plc | Purchase | Apr 20, 2022 | Apr 20, 2022 | $15,001 - $50,000 | Joint | PTR PDF |
| KNOP · KNOT Offshore Partners LP Common Units representing Limited Partner Interests | Purchase | Apr 11, 2022 | Apr 11, 2022 | $15,001 - $50,000 | Joint | PTR PDF |
| GSK · GlaxoSmithKline PLC | Purchase | Apr 8, 2022 | Apr 8, 2022 | $1,001 - $15,000 | Joint | PTR PDF |
| AVGO · Broadcom Inc. | Sale | Apr 8, 2022 | Apr 8, 2022 | $15,001 - $50,000 | Joint | PTR PDF |
| R · Ryder System, Inc. | Sale | Apr 8, 2022 | Apr 8, 2022 | $15,001 - $50,000 | Joint | PTR PDF |
| BTI · British American Tobacco Industries, p.l.c. Common Stock ADR | Purchase | Apr 7, 2022 | Apr 7, 2022 | $1,001 - $15,000 | Joint | PTR PDF |
| TTE · TotalEnergies SE | Purchase | Apr 7, 2022 | Apr 7, 2022 | $15,001 - $50,000 | Dependent Child | PTR PDF |
| SIRE · Sisecam Resources LP Common Units representing limited partner interests | Purchase | Mar 30, 2022 | Mar 30, 2022 | $15,001 - $50,000 | Joint | PTR PDF |
| BTI · British American Tobacco Industries, p.l.c. Common Stock ADR | Purchase | Mar 29, 2022 | Mar 29, 2022 | $15,001 - $50,000 | Joint | PTR PDF |
| CAG · ConAgra Brands, Inc. | Sale | Mar 28, 2022 | Mar 28, 2022 | $50,001 - $100,000 | Joint | PTR PDF |
| GIS · General Mills, Inc. | Sale | Mar 22, 2022 | Mar 22, 2022 | $50,001 - $100,000 | Joint | PTR PDF |
| CPXWF · Capital Power Corp. Ordinary Shares | Purchase | Mar 21, 2022 | Mar 21, 2022 | $15,001 - $50,000 | Joint | PTR PDF |
| PPL · PPL Corporation | Sale | Mar 14, 2022 | Mar 14, 2022 | $100,001 - $250,000 | Joint | PTR PDF |
| HTGC · Hercules Capital, Inc. | Purchase | Mar 8, 2022 | Mar 8, 2022 | $1,001 - $15,000 | Joint | PTR PDF |
| FHLC · Fidelity MSCI Health Care Index ETF | Sale | Mar 8, 2022 | Mar 8, 2022 | $15,001 - $50,000 | Joint | PTR PDF |
| CPXWF · Capital Power Corp. Ordinary Shares | Purchase | Mar 8, 2022 | Mar 8, 2022 | $15,001 - $50,000 | Joint | PTR PDF |
| HTGC · Hercules Capital, Inc. | Purchase | Mar 7, 2022 | Mar 7, 2022 | $15,001 - $50,000 | Joint | PTR PDF |
| ORI · Old Republic International Corporation | Purchase | Mar 1, 2022 | Mar 1, 2022 | $15,001 - $50,000 | Joint | PTR PDF |
| MSFT · Microsoft Corporation | Sale | Feb 24, 2022 | Feb 24, 2022 | $15,001 - $50,000 | Joint | PTR PDF |
| ADM · Archer-Daniels-Midland Company | Purchase | Feb 24, 2022 | Feb 24, 2022 | $15,001 - $50,000 | Joint | PTR PDF |
| DISCA · Discovery, Inc. - Series A | Purchase | Feb 24, 2022 | Feb 24, 2022 | $1,001 - $15,000 | Joint | PTR PDF |
| KMI · Kinder Morgan, Inc. | Purchase | Feb 17, 2022 | Feb 17, 2022 | $50,001 - $100,000 | Joint | PTR PDF |
| AM · Antero Midstream Corporation | Sale | Feb 17, 2022 | Jan 17, 2022 | $50,001 - $100,000 | Joint | PTR PDF |
| SCHZ · Schwab uS Aggregate Bond ETF | Sale | Feb 15, 2022 | Feb 15, 2022 | $50,001 - $100,000 | Joint | PTR PDF |
| PAA · Plains All American Pipeline, l.P. - Common units representing limited Partner Interests | Purchase | Feb 15, 2022 | Feb 15, 2022 | $1,001 - $15,000 | Joint | PTR PDF |
| PSXP · Phillips 66 Partners lP Common units representing limited partner interest in the Partnership | Purchase | Feb 2, 2022 | Feb 2, 2022 | $15,001 - $50,000 | Joint | PTR PDF |
| NHI · National Health Investors, Inc. | Sale | Jan 28, 2022 | Jan 28, 2022 | $50,001 - $100,000 | Joint | PTR PDF |
| T · AT&T Inc. | Purchase | Jan 26, 2022 | Jan 26, 2022 | $15,001 - $50,000 | Joint | PTR PDF |
| PSXP · Phillips 66 Partners lP Common units representing limited partner interest in the Partnership | Purchase | Jan 24, 2022 | Jan 24, 2022 | $15,001 - $50,000 | Joint | PTR PDF |
| EPD · Enterprise Products Partners l.P. | Purchase | Jan 24, 2022 | Jan 24, 2022 | $15,001 - $50,000 | Joint | PTR PDF |
| ADM · Archer-Daniels-Midland Company | Purchase | Jan 24, 2022 | Jan 24, 2022 | $15,001 - $50,000 | Joint | PTR PDF |
| FSP · Franklin Street Properties Corp. | Purchase | Jan 21, 2022 | Jan 21, 2022 | $50,001 - $100,000 | Joint | PTR PDF |
| BXMT · Blackstone Mortgage Trust, Inc. | Purchase | Jan 18, 2022 | Jan 18, 2022 | $1,001 - $15,000 | Joint | PTR PDF |
| MSFT · Microsoft Corporation | Purchase | Jan 5, 2022 | Jan 5, 2022 | $15,001 - $50,000 | Joint | PTR PDF |
| BP · BP p.l.c. | Purchase | Dec 20, 2021 | Dec 20, 2021 | $1,001 - $15,000 | Joint | PTR PDF |
| SCHH · Schwab u.S. REIT ETF | Purchase | Dec 16, 2021 | Dec 16, 2021 | $50,001 - $100,000 | Joint | PTR PDF |
| PBA · Pembina Pipeline Corp. Ordinary Shares | Purchase | Nov 30, 2021 | Nov 30, 2021 | $1,001 - $15,000 | Joint | PTR PDF |
| BXMT · Blackstone Mortgage Trust, Inc. | Purchase | Nov 26, 2021 | Nov 26, 2021 | $15,001 - $50,000 | Joint | PTR PDF |
| PAA · Plains All American Pipeline, l.P. - Common units representing limited Partner Interests | Purchase | Nov 26, 2021 | Nov 26, 2021 | $15,001 - $50,000 | Joint | PTR PDF |
| PM · Philip Morris International Inc | Purchase | Nov 23, 2021 | Nov 23, 2021 | $1,001 - $15,000 | Joint | PTR PDF |
| EPD · Enterprise Products Partners l.P. | Purchase | Nov 19, 2021 | Nov 19, 2021 | $1,001 - $15,000 | Joint | PTR PDF |
| ILPT · Industrial logistics Properties Trust - Common Shares of Beneficial Interest | Purchase | Nov 19, 2021 | Nov 19, 2021 | $1,001 - $15,000 | Joint | PTR PDF |
| EPD · Enterprise Products Partners l.P. | Purchase | Nov 15, 2021 | Nov 15, 2021 | $1,001 - $15,000 | Joint | PTR PDF |
| PAA · Plains All American Pipeline, l.P. - Common units representing limited Partner Interests | Purchase | Nov 15, 2021 | Nov 15, 2021 | $1,001 - $15,000 | Joint | PTR PDF |
| AM · Antero Midstream Corporation | Purchase | Nov 11, 2021 | Nov 11, 2021 | $1,001 - $15,000 | Joint | PTR PDF |
| NHI · National Health Investors, Inc. | Purchase | Nov 8, 2021 | Nov 8, 2021 | $1,001 - $15,000 | Joint | PTR PDF |
| T · AT&T Inc. | Purchase | Nov 4, 2021 | Nov 4, 2021 | $1,001 - $15,000 | Joint | PTR PDF |
| T · AT&T Inc. | Purchase | Nov 2, 2021 | Nov 2, 2021 | $1,001 - $15,000 | Joint | PTR PDF |
| SCU · Sculptor Capital Management, Inc. Class A | Purchase | Oct 26, 2021 | Oct 26, 2021 | $1,001 - $15,000 | Joint | PTR PDF |
| MO · Altria group, Inc. | Purchase | Oct 13, 2021 | Oct 13, 2021 | $1,001 - $15,000 | Joint | PTR PDF |
| GSK · glaxoSmithKline PlC | Purchase | Oct 8, 2021 | Oct 8, 2021 | $1,001 - $15,000 | Joint | PTR PDF |
| PPL · PPl Corporation | Purchase | Oct 4, 2021 | Oct 4, 2021 | $1,001 - $15,000 | Joint | PTR PDF |
| PM · Philip Morris International Inc | Purchase | Sep 28, 2021 | Sep 28, 2021 | $15,001 - $50,000 | Joint | PTR PDF |
| BP · BP p.l.c. | Purchase | Sep 27, 2021 | Sep 27, 2021 | $1,001 - $15,000 | Joint | PTR PDF |
| XOM · Exxon Mobil Corporation | Purchase | Sep 13, 2021 | Sep 13, 2021 | $1,001 - $15,000 | Joint | PTR PDF |
| ILPT · Industrial logistics Properties Trust - Common Shares of Beneficial Interest | Purchase | Sep 10, 2021 | Sep 10, 2021 | $15,001 - $50,000 | Joint | PTR PDF |
| PAA · Plains All American Pipeline, l.P. - Common units representing limited Partner Interests | Purchase | Aug 16, 2021 | Aug 16, 2021 | $1,001 - $15,000 | Joint | PTR PDF |
| EPD · Enterprise Products Partners l.P. | Purchase | Aug 13, 2021 | Aug 13, 2021 | $1,001 - $15,000 | Joint | PTR PDF |
| AM · Antero Midstream Corporation | Purchase | Aug 11, 2021 | Aug 11, 2021 | $1,001 - $15,000 | Joint | PTR PDF |
| BXMT · Blackstone Mortgage Trust, Inc. | Purchase | Aug 9, 2021 | Aug 9, 2021 | $50,001 - $100,000 | Joint | PTR PDF |
| PBA · Pembina Pipeline Corp. Ordinary Shares | Purchase | Aug 9, 2021 | Aug 9, 2021 | $15,001 - $50,000 | Joint | PTR PDF |
| NHI · National Health Investors, Inc. | Purchase | Aug 9, 2021 | Aug 9, 2021 | $1,001 - $15,000 | Joint | PTR PDF |
| XOM · Exxon Mobil Corporation | Purchase | Aug 9, 2021 | Aug 9, 2021 | $50,001 - $100,000 | Joint | PTR PDF |
| NHI · National Health Investors, Inc. | Purchase | Aug 6, 2021 | Aug 6, 2021 | $1,001 - $15,000 | Joint | PTR PDF |
| T · AT&T Inc. | Purchase | Aug 3, 2021 | Aug 3, 2021 | $1,001 - $15,000 | Joint | PTR PDF |
| OLP · One liberty Properties, Inc. | Purchase | Jul 12, 2021 | Jul 12, 2021 | $1,001 - $15,000 | Joint | PTR PDF |
| MO · Altria group, Inc. | Purchase | Jul 12, 2021 | Jul 12, 2021 | $1,001 - $15,000 | Joint | PTR PDF |
| BP · BP p.l.c. | Purchase | Jun 21, 2021 | Jun 21, 2021 | $1,001 - $15,000 | Joint | PTR PDF |
| NHI · National Health Investors, Inc. | Purchase | May 27, 2021 | May 27, 2021 | $15,001 - $50,000 | Joint | PTR PDF |
| TPCO · Tribune Publishing Company | Sale | May 27, 2021 | May 27, 2021 | $15,001 - $50,000 | Joint | PTR PDF |
| PAA · Plains All American Pipeline, l.P. - Common units representing limited Partner Interests | Purchase | May 17, 2021 | May 17, 2021 | $1,001 - $15,000 | Joint | PTR PDF |
| EPD · Enterprise Products Partners l.P. | Purchase | May 13, 2021 | May 13, 2021 | $1,001 - $15,000 | Joint | PTR PDF |
| AM · Antero Midstream Corporation | Purchase | May 13, 2021 | May 13, 2021 | $1,001 - $15,000 | Joint | PTR PDF |
| NHI · National Health Investors, Inc. | Purchase | May 12, 2021 | May 12, 2021 | $15,001 - $50,000 | Joint | PTR PDF |
| T · AT&T Inc. | Purchase | May 4, 2021 | May 4, 2021 | $1,001 - $15,000 | Joint | PTR PDF |
| MO · Altria group, Inc. | Purchase | May 3, 2021 | May 3, 2021 | $1,001 - $15,000 | Joint | PTR PDF |
| NHI · National Health Investors, Inc. | Purchase | Apr 19, 2021 | Apr 19, 2021 | $50,001 - $100,000 | Joint | PTR PDF |
| T · AT&T Inc. | Purchase | Apr 13, 2021 | Apr 13, 2021 | $1,001 - $15,000 | Joint | PTR PDF |
| AM · Antero Midstream Corporation | Purchase | Apr 9, 2021 | Apr 9, 2021 | $15,001 - $50,000 | Joint | PTR PDF |
| PPL · PPl Corporation | Purchase | Apr 5, 2021 | Apr 5, 2021 | $1,001 - $15,000 | Joint | PTR PDF |
| SIRE · Sisecam Resources lP Common units representing limited partner interests | Purchase | Mar 30, 2021 | Mar 30, 2021 | $15,001 - $50,000 | Joint | PTR PDF |
| BP · BP p.l.c. | Purchase | Mar 29, 2021 | Mar 29, 2021 | $1,001 - $15,000 | Joint | PTR PDF |
| BTI · British American Tobacco Industries, p.l.c. Common Stock ADR | Purchase | Mar 29, 2021 | Mar 29, 2021 | $15,001 - $50,000 | Joint | PTR PDF |
| WMT · Walmart Inc. | Sale | Mar 26, 2021 | Mar 26, 2021 | $15,001 - $50,000 | Joint | PTR PDF |
| CPXWF · Capital Power Corp. Ordinary Shares | Purchase | Mar 21, 2021 | Mar 21, 2021 | $15,001 - $50,000 | Joint | PTR PDF |
| CPXWF · Capital Power Corp. Ordinary Shares | Purchase | Mar 8, 2021 | Mar 8, 2021 | $15,001 - $50,000 | Joint | PTR PDF |
| ORI · Old Republic International Corporation | Purchase | Mar 7, 2021 | Mar 7, 2021 | $1,001 - $15,000 | Joint | PTR PDF |
| PM · Philip Morris International Inc | Purchase | Feb 26, 2021 | Feb 26, 2021 | $15,001 - $50,000 | Joint | PTR PDF |
| PAA · Plains All American Pipeline, l.P. - Common units representing limited Partner Interests | Purchase | Feb 23, 2021 | Feb 23, 2021 | $15,001 - $50,000 | Joint | PTR PDF |
| PM · Philip Morris International Inc | Purchase | Feb 19, 2021 | Feb 19, 2021 | $15,001 - $50,000 | Joint | PTR PDF |
| ILPT · Industrial logistics Properties Trust - Common Shares of Beneficial Interest | Purchase | Feb 18, 2021 | Feb 18, 2021 | $15,001 - $50,000 | Joint | PTR PDF |
| AM · Antero Midstream Corporation | Purchase | Feb 18, 2021 | Feb 18, 2021 | $15,001 - $50,000 | Joint | PTR PDF |
| TPCO · Tribune Publishing Company | Purchase | Feb 18, 2021 | Feb 18, 2021 | $15,001 - $50,000 | Joint | PTR PDF |
| EPD · Enterprise Products Partners l.P. | Purchase | Feb 12, 2021 | Feb 12, 2021 | $1,001 - $15,000 | Joint | PTR PDF |
| PAA · Plains All American Pipeline, l.P. - Common units representing limited Partner Interests | Purchase | Feb 10, 2021 | Feb 10, 2021 | $15,001 - $50,000 | Joint | PTR PDF |
| EPD · Enterprise Products Partners l.P. | Purchase | Feb 10, 2021 | Feb 10, 2021 | $1,001 - $15,000 | Joint | PTR PDF |
| T · AT&T Inc. | Purchase | Feb 8, 2021 | Feb 28, 2021 | $1,001 - $15,000 | Joint | PTR PDF |
| T · AT&T Inc. | Purchase | Feb 2, 2021 | Feb 2, 2021 | $1,001 - $15,000 | Joint | PTR PDF |
| MO · Altria group, Inc. | Purchase | Feb 1, 2021 | Feb 1, 2021 | $1,001 - $15,000 | Joint | PTR PDF |
| MO · Altria group, Inc. | Purchase | Jan 12, 2021 | Jan 12, 2021 | $1,001 - $15,000 | Joint | PTR PDF |
| OLP · One liberty Properties, Inc. | Purchase | Jan 8, 2021 | Jan 8, 2021 | $1,001 - $15,000 | Joint | PTR PDF |
| MO · Altria group, Inc. | Purchase | Dec 29, 2020 | Dec 29, 2020 | $1,001 - $15,000 | Joint | PTR PDF |
| OLP · One liberty Properties, Inc. | Purchase | Dec 22, 2020 | Dec 22, 2020 | $15,001 - $50,000 | Joint | PTR PDF |
| BP · BP p.l.c. | Purchase | Dec 21, 2020 | Dec 21, 2020 | $1,001 - $15,000 | Joint | PTR PDF |
| T · AT&T Inc. | Purchase | Dec 18, 2020 | Dec 18, 2020 | $1,001 - $15,000 | Joint | PTR PDF |
| T · AT&T Inc. | Purchase | Dec 17, 2020 | Dec 17, 2020 | $15,001 - $50,000 | Joint | PTR PDF |
| MO · Altria group, Inc. | Purchase | Dec 8, 2020 | Dec 8, 2020 | $15,001 - $50,000 | Joint | PTR PDF |
| EPD · Enterprise Products Partners l.P. | Purchase | Nov 13, 2020 | Nov 13, 2020 | $1,001 - $15,000 | Joint | PTR PDF |
| CVI · CVR Energy Inc. | Sale | Nov 10, 2020 | Nov 10, 2020 | $15,001 - $50,000 | Joint | PTR PDF |
| T · AT&T Inc. | Purchase | Nov 2, 2020 | Nov 2, 2020 | $1,001 - $15,000 | Joint | PTR PDF |
| OLP · One liberty Properties, Inc. | Purchase | Oct 30, 2020 | Oct 30, 2020 | $1,001 - $15,000 | Joint | PTR PDF |
| MO · Altria group, Inc. | Purchase | Oct 12, 2020 | Oct 12, 2020 | $1,001 - $15,000 | Joint | PTR PDF |
| BP · BP p.l.c. | Purchase | Sep 28, 2020 | Sep 28, 2020 | $1,001 - $15,000 | Joint | PTR PDF |
| NFG · National Fuel gas Company | Purchase | Sep 1, 2020 | Sep 1, 2020 | $50,001 - $100,000 | Joint | PTR PDF |
| MO · Altria group, Inc. | Purchase | Sep 1, 2020 | Sep 1, 2020 | $50,001 - $100,000 | Joint | PTR PDF |
| SO · Southern Company | Sale | Aug 31, 2020 | Aug 31, 2020 | $100,001 - $250,000 | Joint | PTR PDF |
| WMT · Walmart Inc. | Purchase | Aug 28, 2020 | Aug 28, 2020 | $50,001 - $100,000 | Joint | PTR PDF |
| T · AT&T Inc. | Purchase | Aug 4, 2020 | Aug 4, 2020 | $1,001 - $15,000 | Joint | PTR PDF |
| GSK · glaxoSmithKline PlC | Purchase | Jul 10, 2020 | Jul 10, 2020 | $1,001 - $15,000 | Joint | PTR PDF |
| PPL · PPl Corporation | Purchase | Jul 2, 2020 | Jul 2, 2020 | $1,001 - $15,000 | Joint | PTR PDF |
| BP · BP p.l.c. | Purchase | Jun 22, 2020 | Jun 22, 2020 | $1,001 - $15,000 | Joint | PTR PDF |
| DUK · Duke Energy Corporation | Purchase | Jun 17, 2020 | Jul 17, 2020 | $1,001 - $15,000 | Joint | PTR PDF |
| SO · Southern Company | Purchase | Jun 9, 2020 | Jun 9, 2020 | $1,001 - $15,000 | Joint | PTR PDF |
| MFC · Manulife Financial Corporation | Purchase | May 5, 2020 | May 5, 2020 | $1,001 - $15,000 | Joint | PTR PDF |
| T · aT&T Inc. | Purchase | May 4, 2020 | May 4, 2020 | $1,001 - $15,000 | Joint | PTR PDF |
| T · aT&T Inc. | Purchase | Apr 16, 2020 | Apr 16, 2020 | $1,001 - $15,000 | Joint | PTR PDF |
| OLP · One liberty Properties, Inc. | Purchase | Apr 15, 2020 | Apr 15, 2020 | $1,001 - $15,000 | Joint | PTR PDF |
| CVI · CVR Energy Inc. | Purchase | Apr 13, 2020 | Apr 13, 2020 | $1,001 - $15,000 | Joint | PTR PDF |
| PPL · PPl Corporation | Purchase | Apr 2, 2020 | Apr 2, 2020 | $1,001 - $15,000 | Joint | PTR PDF |
| BP · BP p.l.c. | Purchase | Mar 30, 2020 | Mar 30, 2020 | $1,001 - $15,000 | Joint | PTR PDF |
| CVI · CVR Energy Inc. | Purchase | Mar 10, 2020 | Mar 10, 2020 | $1,001 - $15,000 | Joint | PTR PDF |
| SO · southern Company | Purchase | Mar 9, 2020 | Mar 9, 2020 | $1,001 - $15,000 | Joint | PTR PDF |
| EPD · Enterprise Products Partners l.P. | Purchase | Feb 13, 2020 | Feb 13, 2020 | $1,001 - $15,000 | Joint | PTR PDF |
| T · aT&T Inc. | Purchase | Feb 4, 2020 | Feb 4, 2020 | $1,001 - $15,000 | Joint | PTR PDF |
| OLP · One liberty Properties, Inc. | Purchase | Jan 8, 2020 | Jan 8, 2020 | $1,001 - $15,000 | Joint | PTR PDF |
| CVI · CVR Energy Inc. | Purchase | Jan 3, 2020 | Jan 3, 2020 | $1,001 - $15,000 | Joint | PTR PDF |
| BP · BP p.l.c. | Purchase | Dec 23, 2019 | Dec 23, 2019 | $1,001 - $15,000 | Joint | PTR PDF |
| DUK · Duke Energy Corporation | Purchase | Dec 17, 2019 | Dec 17, 2019 | $1,001 - $15,000 | Joint | PTR PDF |
| EPD · Enterprise Products Partners l.P. | Purchase | Nov 13, 2019 | Nov 13, 2019 | $1,001 - $15,000 | Joint | PTR PDF |
| T · aT&T Inc. | Purchase | Nov 4, 2019 | Nov 4, 2019 | $1,001 - $15,000 | Joint | PTR PDF |
| GSK · glaxosmithKline PlC | Purchase | Oct 11, 2019 | Oct 11, 2019 | $1,001 - $15,000 | Joint | PTR PDF |
| PPL · PPl Corporation | Purchase | Oct 2, 2019 | Oct 2, 2019 | $1,001 - $15,000 | Joint | PTR PDF |
| BP · BP p.l.c. | Purchase | Sep 20, 2019 | Sep 20, 2019 | $1,001 - $15,000 | Joint | PTR PDF |
| DUK · Duke Energy Corporation | Purchase | Sep 17, 2019 | Sep 17, 2019 | $1,001 - $15,000 | Joint | PTR PDF |
| GSK · glaxosmithKline PlC | Purchase | Jul 12, 2019 | Jul 12, 2019 | $1,001 - $15,000 | Joint | PTR PDF |
| PPL · PPl Corporation | Purchase | Jul 2, 2019 | Jul 2, 2019 | $1,001 - $15,000 | Joint | PTR PDF |
| BP · BP p.l.c. | Purchase | Jun 21, 2019 | Jun 21, 2019 | $1,001 - $15,000 | Joint | PTR PDF |
| DUK · Duke Energy Corporation | Purchase | Jun 18, 2019 | Jun 18, 2019 | $1,001 - $15,000 | Joint | PTR PDF |
| EPD · Enterprise Products Partners l.P. | Purchase | May 13, 2019 | May 13, 2019 | $1,001 - $15,000 | Joint | PTR PDF |
| MFC · Manulife Financial Corporation | Purchase | May 7, 2019 | May 7, 2019 | $50,001 - $100,000 | Joint | PTR PDF |
| T · aT&T Inc. | Purchase | Apr 25, 2019 | Apr 25, 2019 | $1,001 - $15,000 | Joint | PTR PDF |
| XRX · Xerox Corporation | Sale | Apr 24, 2019 | Apr 24, 2019 | $50,001 - $100,000 | Joint | PTR PDF |
| ARLP · alliance Resource Partners, l.P. - Common units Representing limited Partnership Interests | Sale | Apr 11, 2019 | Apr 11, 2019 | $15,001 - $50,000 | Joint | PTR PDF |
| OLP · One liberty Properties, Inc. | Purchase | Apr 8, 2019 | Apr 8, 2019 | $1,001 - $15,000 | Joint | PTR PDF |
| BP · BP p.l.c. | Purchase | Mar 29, 2019 | Mar 29, 2019 | $1,001 - $15,000 | Joint | PTR PDF |
| PER · sandRidge Permian Trust Common units of Benficial Interest | Sale | Mar 20, 2019 | Mar 20, 2019 | $15,001 - $50,000 | Joint | PTR PDF |
| DUK · Duke Energy Corporation | Purchase | Mar 19, 2019 | Mar 19, 2019 | $1,001 - $15,000 | Joint | PTR PDF |
| XRX · Xerox Corporation | Purchase | Mar 7, 2019 | Mar 7, 2019 | $15,001 - $50,000 | Joint | PTR PDF |
| APU · amerigas Partners, l.P. | Sale | Feb 25, 2019 | Feb 25, 2019 | $15,001 - $50,000 | Joint | PTR PDF |
| FF · FutureFuel Corp. Common shares | Purchase | Feb 22, 2019 | Feb 22, 2019 | $15,001 - $50,000 | Joint | PTR PDF |
| CINR · Ciner Resources lP Common units representing limited Partner Interests | Sale | Feb 21, 2019 | Feb 21, 2019 | $15,001 - $50,000 | Joint | PTR PDF |
| SPKEP · spark Energy, Inc. - 8.75% series a Fixed-to-Floating Rate Cumulative Redeemable Perpetual Preferred stock | Purchase | Feb 21, 2019 | Feb 21, 2019 | $50,001 - $100,000 | Joint | PTR PDF |
| ET · Energy Transfer lP Common units | Sale | Feb 20, 2019 | Feb 20, 2019 | $50,001 - $100,000 | Joint | PTR PDF |
| CVI · CVR Energy Inc. | Purchase | Feb 20, 2019 | Feb 20, 2019 | $15,001 - $50,000 | Joint | PTR PDF |
| UFS · Domtar Corporation | Sale | Feb 5, 2019 | Feb 5, 2019 | $50,001 - $100,000 | Joint | PTR PDF |
| ARLP · alliance Resource Partners, l.P. - Common units Representing limited Partnership Interests | Purchase | Feb 1, 2019 | Feb 1, 2019 | $15,001 - $50,000 | Joint | PTR PDF |
| EPD · Enterprise Products Partners l.P. | Purchase | Jan 14, 2019 | Jan 14, 2019 | $15,001 - $50,000 | Joint | PTR PDF |
| GSK · glaxosmithKline PlC | Purchase | Jan 10, 2019 | Jan 10, 2019 | $1,001 - $15,000 | Joint | PTR PDF |
| PPL · PPl Corporation | Purchase | Jan 2, 2019 | Jan 2, 2019 | $1,001 - $15,000 | Joint | PTR PDF |
| HUM · Humana Inc. | Sale | Dec 17, 2018 | Dec 17, 2018 | $50,001 - $100,000 | Joint | PTR PDF |
| SO · southern Company | Purchase | Dec 17, 2018 | Dec 17, 2018 | $15,001 - $50,000 | Joint | PTR PDF |
| BP · BP p.l.c. | Purchase | Dec 14, 2018 | Dec 14, 2018 | $15,001 - $50,000 | Joint | PTR PDF |
| APU · amerigas Partners, l.P. | Sale | Dec 11, 2018 | Dec 11, 2018 | $15,001 - $50,000 | Joint | PTR PDF |
| STLD · steel Dynamics, Inc. | Sale | Dec 10, 2018 | Dec 10, 2018 | $15,001 - $50,000 | Joint | PTR PDF |
| GM · general Motors Company | Sale | Dec 10, 2018 | Dec 10, 2018 | $15,001 - $50,000 | Joint | PTR PDF |
| ARLP · alliance Resource Partners, l.P. - Common units Representing limited Partnership Interests | Purchase | Nov 14, 2018 | Nov 14, 2018 | $1,001 - $15,000 | Joint | PTR PDF |
| CVI · CVR Energy Inc. | Purchase | Nov 13, 2018 | Nov 13, 2018 | $1,001 - $15,000 | Joint | PTR PDF |
| AHT · ashford Hospitality Trust Inc | Purchase | Oct 16, 2018 | Oct 16, 2018 | $1,001 - $15,000 | Joint | PTR PDF |
| GSK · glaxosmithKline PlC | Purchase | Oct 9, 2018 | Oct 9, 2018 | $1,001 - $15,000 | Joint | PTR PDF |
| PPL · PPl Corporation | Purchase | Oct 2, 2018 | Oct 2, 2018 | $1,001 - $15,000 | Joint | PTR PDF |
| SO · southern Company | Purchase | Sep 25, 2018 | Sep 25, 2018 | $1,001 - $15,000 | Joint | PTR PDF |
| ARLP · alliance Resource Partners, l.P. - Common units Representing limited Partnership Interests | Purchase | Sep 19, 2018 | Sep 19, 2018 | $1,001 - $15,000 | Joint | PTR PDF |
| CNP · CenterPoint Energy, Inc | Sale | Sep 19, 2018 | Sep 19, 2018 | $50,001 - $100,000 | Joint | PTR PDF |
| DUK · Duke Energy Corporation | Purchase | Sep 18, 2018 | Sep 18, 2018 | $1,001 - $15,000 | Joint | PTR PDF |
| APU · amerigas Partners, l.P. | Purchase | Aug 24, 2018 | Aug 24, 2018 | $1,001 - $15,000 | Joint | PTR PDF |
| ARLP · alliance Resource Partners, l.P. - Common units Representing limited Partnership Interests | Purchase | Aug 15, 2018 | Aug 15, 2018 | $1,001 - $15,000 | Joint | PTR PDF |
| CVI · CVR Energy Inc. | Purchase | Aug 14, 2018 | Aug 14, 2018 | $1,001 - $15,000 | Joint | PTR PDF |
| MFC · Manulife Financial Corporation | Purchase | Aug 5, 2018 | Aug 5, 2018 | $15,001 - $50,000 | Joint | PTR PDF |
| T · aT&T Inc. | Purchase | Aug 1, 2018 | Aug 1, 2018 | $1,001 - $15,000 | Joint | PTR PDF |
| AHT · ashford Hospitality Trust Inc | Purchase | Jul 16, 2018 | Jul 16, 2018 | $1,001 - $15,000 | Joint | PTR PDF |
| OLP · One liberty Properties, Inc. | Purchase | Jul 9, 2018 | Jul 9, 2018 | $1,001 - $15,000 | Joint | PTR PDF |
| PPL · PPl Corporation | Purchase | Jul 3, 2018 | Jul 3, 2018 | $1,001 - $15,000 | Joint | PTR PDF |
| BPL · Buckeye Partners l.P. | Sale | Jun 28, 2018 | Jun 28, 2018 | $15,001 - $50,000 | Joint | PTR PDF |
| BP · BP p.l.c. | Purchase | Jun 22, 2018 | Jun 22, 2018 | $1,001 - $15,000 | Joint | PTR PDF |
| BEP · Brookfield Renewable Partners l.P. | Purchase | Jun 21, 2018 | Jun 21, 2018 | $1,001 - $15,000 | Joint | PTR PDF |
| NYLD · NRg Yield, Inc. Class C | Purchase | Jun 18, 2018 | Jun 18, 2018 | $1,001 - $15,000 | Joint | PTR PDF |
| ARLP · alliance Resource Partners, l.P. - Common units Representing limited Partnership Interests | Purchase | May 15, 2018 | May 15, 2018 | $1,001 - $15,000 | Joint | PTR PDF |
| CVI · CVR Energy Inc. | Purchase | May 14, 2018 | May 14, 2018 | $1,001 - $15,000 | Joint | PTR PDF |
| EPD · Enterprise Products Partners l.P. | Purchase | May 8, 2018 | May 8, 2018 | $1,001 - $15,000 | Joint | PTR PDF |
| T · aT&T Inc. | Purchase | May 1, 2018 | May 1, 2018 | $1,001 - $15,000 | Joint | PTR PDF |
| AHT · ashford Hospitality Trust Inc | Purchase | Apr 16, 2018 | Apr 16, 2018 | $1,001 - $15,000 | Joint | PTR PDF |
| DUK · Duke Energy Corporation | Purchase | Apr 12, 2018 | Apr 12, 2018 | $15,001 - $50,000 | Joint | PTR PDF |
| OLP · One liberty Properties, Inc. | Purchase | Apr 6, 2018 | Apr 6, 2018 | $1,001 - $15,000 | Joint | PTR PDF |
| PPL · PPl Corporation | Purchase | Apr 2, 2018 | Apr 2, 2018 | $1,001 - $15,000 | Joint | PTR PDF |
| HUM · Humana Inc. | Purchase | Mar 19, 2018 | Mar 19, 2018 | $15,001 - $50,000 | Joint | PTR PDF |
| STLD · steel Dynamics, Inc. | Purchase | Mar 14, 2018 | Mar 14, 2018 | $50,001 - $100,000 | Joint | PTR PDF |
| CVI · CVR Energy Inc. | Purchase | Mar 13, 2018 | Mar 13, 2018 | $1,001 - $15,000 | Joint | PTR PDF |
| PPL · PPl Corporation | Purchase | Mar 5, 2018 | Mar 5, 2018 | $50,001 - $100,000 | Joint | PTR PDF |
| ARLP · alliance Resource Partners, l.P. - Common units Representing limited Partnership Interests | Purchase | Mar 1, 2018 | Mar 1, 2018 | $15,001 - $50,000 | Joint | PTR PDF |
| OLP · One liberty Properties, Inc. | Purchase | Feb 28, 2018 | Feb 28, 2018 | $50,001 - $100,000 | Joint | PTR PDF |
| APTS · Preferred apartment Communities, Inc. | Sale | Feb 27, 2018 | Feb 27, 2018 | $50,001 - $100,000 | Joint | PTR PDF |
| EPD · Enterprise Products Partners l.P. | Purchase | Feb 8, 2018 | Feb 8, 2018 | $1,001 - $15,000 | Joint | PTR PDF |
| SDOG · alPs sector Dividend Dogs ETF | Sale | Feb 8, 2018 | Feb 8, 2018 | $15,001 - $50,000 | Joint | PTR PDF |
| WDC · Western Digital Corporation | Sale | Feb 8, 2018 | Feb 8, 2018 | $15,001 - $50,000 | Joint | PTR PDF |
| SCHX · schwab u.s. large-Cap ETF | Sale | Feb 8, 2018 | Feb 8, 2018 | $15,001 - $50,000 | Joint | PTR PDF |
| PEP · Pepsico, Inc. | Sale | Feb 8, 2018 | Feb 8, 2018 | $50,001 - $100,000 | Joint | PTR PDF |
| IP · International Paper Company | Sale | Feb 8, 2018 | Feb 8, 2018 | $50,001 - $100,000 | Joint | PTR PDF |
| T · aT&T Inc. | Purchase | Feb 2, 2018 | Feb 2, 2018 | $1,001 - $15,000 | Joint | PTR PDF |
| PEGI · Pattern Energy group Inc. - Class a | Purchase | Jan 31, 2018 | Jan 31, 2018 | $1,001 - $15,000 | Joint | PTR PDF |
| AHT · ashford Hospitality Trust Inc | Purchase | Jan 17, 2018 | Jan 17, 2018 | $1,001 - $15,000 | Joint | PTR PDF |
| BP · BP p.l.c. | Purchase | Dec 21, 2017 | Dec 21, 2017 | $1,001 - $15,000 | Joint | PTR PDF |
| BPL · Buckeye Partners l.P. | Purchase | Nov 21, 2017 | Nov 21, 2017 | $1,001 - $15,000 | Joint | PTR PDF |
| MRLN · Marlin Business services Corp. | Sale | Nov 16, 2017 | Nov 16, 2017 | $15,001 - $50,000 | Joint | PTR PDF |
| NUE · Nucor Corporation | Sale | Nov 15, 2017 | Nov 15, 2017 | $15,001 - $50,000 | Joint | PTR PDF |
| EPD · Enterprise Products Partners l.P. | Purchase | Nov 8, 2017 | Nov 15, 2017 | $1,001 - $15,000 | Joint | PTR PDF |
| GSK · glaxosmithKline PlC | Purchase | Oct 25, 2017 | Oct 25, 2017 | $1,001 - $15,000 | Joint | PTR PDF |
| EPD · Enterprise Products Partners l.P. | Purchase | Oct 13, 2017 | Oct 13, 2017 | $15,001 - $50,000 | Joint | PTR PDF |
| T · aT&T Inc. | Purchase | Oct 12, 2017 | Oct 12, 2017 | $15,001 - $50,000 | Joint | PTR PDF |
| PEGI · Pattern Energy group Inc. - Class a | Purchase | Sep 22, 2017 | Sep 22, 2017 | $1,001 - $15,000 | Joint | PTR PDF |
| HSY · The Hershey Company | Sale | Sep 20, 2017 | Sep 20, 2017 | $15,001 - $50,000 | Joint | PTR PDF |
| MO · altria group, Inc. | Sale | Sep 20, 2017 | Sep 20, 2017 | $15,001 - $50,000 | Joint | PTR PDF |
| IP · International Paper Company | Purchase | Aug 10, 2017 | Aug 10, 2017 | $15,001 - $50,000 | Joint | PTR PDF |
| AHT · ashford Hospitality Trust Inc | Purchase | Aug 9, 2017 | Aug 9, 2017 | $1,001 - $15,000 | Joint | PTR PDF |
| ETP · Energy Transfer Partners, l.P. Common units representing limited partner interests | Sale | Aug 1, 2017 | Aug 1, 2017 | $15,001 - $50,000 | Joint | PTR PDF |
| PFE · Pfizer, Inc. | Purchase | Aug 1, 2017 | Aug 1, 2017 | $15,001 - $50,000 | Joint | PTR PDF |
| RAS · RaIT Financial Trust New Common shares of Beneficial Interest | Sale | Jul 31, 2017 | Jul 31, 2017 | $1,001 - $15,000 | Joint | PTR PDF |
| EPD · Enterprise Products Partners l.P. | Purchase | Jul 24, 2017 | Jul 24, 2017 | $1,001 - $15,000 | Joint | PTR PDF |
| BP · BP p.l.c. | Purchase | Jun 23, 2017 | Jun 23, 2017 | $1,001 - $15,000 | Joint | PTR PDF |
| UVV · universal Corporation | Sale | Jun 14, 2017 | Jun 14, 2017 | $15,001 - $50,000 | Joint | PTR PDF |
| IP · International Paper Company | Purchase | Apr 12, 2017 | Apr 12, 2017 | $15,001 - $50,000 | Joint | PTR PDF |
| MO · altria group, Inc. | Purchase | Mar 30, 2017 | Mar 30, 2017 | $15,001 - $50,000 | Joint | PTR PDF |
| ERIE · Erie Indemnity Company - Class a | Sale | Mar 28, 2017 | Mar 28, 2017 | $50,001 - $100,000 | Joint | PTR PDF |
| WDC · Western Digital Corporation | Purchase | Mar 20, 2017 | Mar 20, 2017 | $15,001 - $50,000 | Joint | PTR PDF |
| HSY · The Hershey Company | Purchase | Mar 20, 2017 | Mar 20, 2017 | $15,001 - $50,000 | Dependent Child | PTR PDF |
| BGS · B&g Foods, Inc. B&g Foods, Inc. | Sale | Mar 16, 2017 | Mar 16, 2017 | $15,001 - $50,000 | Joint | PTR PDF |
| ARLP · alliance Resource Partners, l.P. - Common units Representing limited Partnership Interests | Sale | Mar 9, 2017 | Mar 9, 2017 | $15,001 - $50,000 | Joint | PTR PDF |
| UVV · universal Corporation | Purchase | Mar 2, 2017 | Mar 2, 2017 | $15,001 - $50,000 | Joint | PTR PDF |
| PEGI · Pattern Energy group Inc. - Class a | Purchase | Mar 1, 2017 | Mar 1, 2017 | $15,001 - $50,000 | Joint | PTR PDF |
| FTR · Frontier Communications Corporation | Purchase | Feb 28, 2017 | Feb 28, 2017 | $1,001 - $15,000 | Joint | PTR PDF |
| FCGYF · Veresen, Inc. Ordinary shares | Purchase | Feb 27, 2017 | Feb 27, 2017 | $1,001 - $15,000 | Joint | PTR PDF |
| EPD · Enterprise Products Partners l.P. | Purchase | Feb 23, 2017 | Feb 23, 2017 | $1,001 - $15,000 | Joint | PTR PDF |
| ETP · Energy Transfer Partners, l.P. ENERgY TRaNsFER PaRNTERs | Purchase | Feb 16, 2017 | Feb 16, 2017 | $15,001 - $50,000 | Joint | PTR PDF |
| BGS · B&g Foods, Inc. B&g Foods, Inc. | Purchase | Feb 14, 2017 | Feb 14, 2017 | $15,001 - $50,000 | Joint | PTR PDF |
| UVV · universal Corporation | Sale | Feb 9, 2017 | Feb 9, 2017 | $50,001 - $100,000 | Joint | PTR PDF |
| NUE · Nucor Corporation | Purchase | Jan 31, 2017 | Jan 31, 2017 | $1,001 - $15,000 | Joint | PTR PDF |
| MRLN · Marlin Business services Corp. | Purchase | Jan 12, 2017 | Jan 12, 2017 | $1,001 - $15,000 | Joint | PTR PDF |
| ARLP · alliance Resource Partners, l.P. - Common units Representing limited Partnership Interests | Purchase | Dec 21, 2016 | Dec 21, 2016 | $1,001 - $15,000 | Joint | PTR PDF |
| NUE · Nucor Corporation | Purchase | Dec 15, 2016 | Dec 15, 2016 | $15,001 - $50,000 | Joint | PTR PDF |
| IDT · IDT Corporation Class B | Purchase | Dec 13, 2016 | Dec 13, 2016 | $15,001 - $50,000 | Joint | PTR PDF |
| HBI · Hanesbrands Inc. | Sale | Dec 13, 2016 | Dec 13, 2016 | $1,001 - $15,000 | Joint | PTR PDF |
| VOT · Vanguard Mid-Cap growth ETF - DNQ | Sale | Dec 9, 2016 | Dec 9, 2016 | $50,001 - $100,000 | Joint | PTR PDF |
| SCHF · schwab International Equity ETF | Sale | Nov 23, 2016 | Nov 23, 2016 | $50,001 - $100,000 | Joint | PTR PDF |
| PEP · Pepsico, Inc. | Purchase | Nov 23, 2016 | Nov 23, 2016 | $50,001 - $100,000 | Joint | PTR PDF |
| CNP · CenterPoint Energy, Inc | Purchase | Nov 11, 2016 | Nov 11, 2019 | $1,001 - $15,000 | Joint | PTR PDF |
| ABT · abbott laboratories | Sale | Nov 10, 2016 | Nov 10, 2016 | $1,001 - $15,000 | Joint | PTR PDF |
| EBF · Ennis, Inc. | Sale | Oct 24, 2016 | Oct 24, 2016 | $15,001 - $50,000 | Dependent Child | PTR PDF |
| AHT · ashford Hospitality Trust Inc | Purchase | Oct 3, 2016 | Oct 3, 2016 | $15,001 - $50,000 | Joint | PTR PDF |
| SO · southern Company | Purchase | Sep 30, 2016 | Sep 30, 2016 | $15,001 - $50,000 | Joint | PTR PDF |
| DUK · Duke Energy Corporation | Purchase | Sep 29, 2016 | Sep 29, 2016 | $15,001 - $50,000 | Joint | PTR PDF |
| NAT · Nordic american Tankers limited | Sale | Sep 15, 2016 | Sep 15, 2016 | $15,001 - $50,000 | Joint | PTR PDF |
| T · aT&T Inc. | Purchase | Sep 13, 2016 | Sep 13, 2016 | $15,001 - $50,000 | Joint | PTR PDF |
| T · aT&T Inc. | Purchase | Aug 16, 2016 | Aug 16, 2016 | $15,001 - $50,000 | Joint | PTR PDF |
| HBI · Hanesbrands Inc. | Purchase | Aug 2, 2016 | Aug 2, 2016 | $1,001 - $15,000 | Joint | PTR PDF |
| BP · BP p.l.c. | Purchase | Jun 17, 2016 | Jun 17, 2016 | $1,001 - $15,000 | Joint | PTR PDF |
| STON · stoneMor Partners l.P. Common unit Rep limited Partnership Interests | Purchase | May 16, 2016 | May 16, 2016 | $1,001 - $15,000 | Joint | PTR PDF |
| BP · BP p.l.c. | Purchase | Mar 24, 2016 | Mar 24, 2016 | $1,001 - $15,000 | Joint | PTR PDF |
| STON · stoneMor Partners l.P. Common unit Rep limited Partnership Interests | Purchase | Mar 23, 2016 | Mar 23, 2016 | $1,001 - $15,000 | Joint | PTR PDF |
| STON · stoneMor Partners l.P. Common unit Rep limited Partnership Interests | Purchase | Feb 29, 2016 | Feb 29, 2016 | $1,001 - $15,000 | Joint | PTR PDF |
| GSK · glaxosmithKline PlC | Purchase | Feb 11, 2016 | Feb 11, 2016 | $15,001 - $50,000 | Joint | PTR PDF |
| FTR · Frontier Communications Corporation | Purchase | Feb 11, 2016 | Feb 11, 2016 | $1,001 - $15,000 | Joint | PTR PDF |
| VGR · Vector group ltd. | Purchase | Feb 9, 2016 | Feb 9, 2016 | $1,001 - $15,000 | Joint | PTR PDF |
| NAT · Nordic american Tankers limited | Purchase | Feb 9, 2016 | Feb 9, 2016 | $15,001 - $50,000 | Joint | PTR PDF |
| ARLP · alliance Resource Partners, l.P. - Common units Representing limited Partnership Interests | Purchase | Feb 8, 2016 | Feb 8, 2016 | $1,001 - $15,000 | Joint | PTR PDF |
| STON · stoneMor Partners l.P. Common unit Rep limited Partnership Interests | Purchase | Feb 8, 2016 | Feb 8, 2016 | $1,001 - $15,000 | Joint | PTR PDF |
| STON · stoneMor Partners l.P. Common unit Rep limited Partnership Interests | Purchase | Feb 3, 2016 | Feb 3, 2016 | $1,001 - $15,000 | Joint | PTR PDF |
| TXT · Textron Inc. | Sale | Feb 1, 2016 | Feb 1, 2016 | $15,001 - $50,000 | Joint | PTR PDF |
| VLO · Valero Energy Corporation | Purchase | Jan 25, 2016 | Jan 25, 2016 | $15,001 - $50,000 | Joint | PTR PDF |
| ABT · abbott laboratories | Purchase | Jan 22, 2016 | Jan 22, 2016 | $1,001 - $15,000 | Joint | PTR PDF |
| ARLP · alliance Resource Partners, l.P. - Common units Representing limited Partnership Interests | Purchase | Jan 20, 2016 | Jan 20, 2016 | $1,001 - $15,000 | Joint | PTR PDF |
| SO · southern Company | Purchase | Jan 20, 2016 | Jan 20, 2016 | $15,001 - $50,000 | Joint | PTR PDF |
| DUK · Duke Energy Corporation | Purchase | Jan 20, 2016 | Jan 20, 2016 | $15,001 - $50,000 | Joint | PTR PDF |
| SCHF · schwab International Equity ETF | Purchase | Dec 29, 2015 | Dec 29, 2015 | $1,001 - $15,000 | Joint | PTR PDF |
| RYH · guggenheim s&P 500 Equal Weight Healthcare ETF | Sale | Nov 17, 2015 | Nov 17, 2015 | $15,001 - $50,000 | Joint | PTR PDF |
| IWM · ishares Russell 2000 ETF | Purchase | Sep 1, 2015 | Sep 1, 2015 | $15,001 - $50,000 | Joint | PTR PDF |
| HW · Headwaters Incorporated | Sale | Aug 24, 2015 | Aug 24, 2015 | $15,001 - $50,000 | Joint | PTR PDF |
| FTR · Frontier Communications Corporation | Purchase | Aug 24, 2015 | Aug 24, 2015 | $1,001 - $15,000 | Joint | PTR PDF |
| ABT · abbott laboratories | Sale | Aug 21, 2015 | Aug 21, 2015 | $15,001 - $50,000 | Dependent Child | PTR PDF |
| UVV · universal Corporation | Purchase | Aug 7, 2015 | Aug 7, 2015 | $15,001 - $50,000 | Joint | PTR PDF |
| EBF · Ennis, Inc. | Purchase | Aug 3, 2015 | Aug 3, 2015 | $15,001 - $50,000 | Joint | PTR PDF |
| MATX · Matson, Inc. | Purchase | Jul 30, 2015 | Jul 30, 2015 | $15,001 - $50,000 | Joint | PTR PDF |
| GLW · Corning Incorporated | Sale | Jul 27, 2015 | Jul 27, 2015 | $15,001 - $50,000 | Joint | PTR PDF |
| CI · Cigna Corporation | Sale | Jul 24, 2015 | Jul 24, 2015 | $15,001 - $50,000 | Joint | PTR PDF |
| CW · Curtiss-Wright Corporation | Sale | Jul 24, 2015 | Jul 24, 2015 | $15,001 - $50,000 | Joint | PTR PDF |
| VOT · Vanguard Mid-Cap growth ETF - DNQ | Purchase | Jul 21, 2015 | Jul 21, 2015 | $50,001 - $100,000 | Joint | PTR PDF |
| TXT · Textron Inc. | Purchase | Apr 28, 2015 | Apr 28, 2015 | $15,001 - $50,000 | Joint | PTR PDF |
| FTR · Frontier Communications Corporation | Purchase | Apr 27, 2015 | Apr 27, 2015 | $1,001 - $15,000 | Joint | PTR PDF |
| ODFL · Old Dominion Freight line, Inc. | Purchase | Apr 1, 2015 | Apr 1, 2015 | $15,001 - $50,000 | Joint | PTR PDF |
| SPB · spectrum Brands Holdings, Inc. | Sale | Apr 1, 2015 | Apr 1, 2015 | $15,001 - $50,000 | Joint | PTR PDF |
| AA · alcoa Inc. | Purchase | Apr 1, 2015 | Apr 1, 2015 | $1,001 - $15,000 | Joint | PTR PDF |
| CW · Curtiss-Wright Corporation | Purchase | Mar 25, 2015 | Mar 25, 2015 | $15,001 - $50,000 | Joint | PTR PDF |
| ABT · abbott laboratories | Purchase | Mar 18, 2015 | Mar 18, 2015 | $15,001 - $50,000 | Joint | PTR PDF |
| MO · altria group, Inc. | Sale | Mar 11, 2015 | Mar 11, 2015 | $50,001 - $100,000 | Joint | PTR PDF |
| FET · Forum Energy Technologies, Inc. | Sale | Mar 9, 2015 | Mar 9, 2015 | $15,001 - $50,000 | Joint | PTR PDF |
| CAT · Caterpillar, Inc. | Sale | Mar 5, 2015 | Mar 5, 2015 | $15,001 - $50,000 | Joint | PTR PDF |
| FTR · Frontier Communications Corporation | Purchase | Feb 25, 2015 | Feb 25, 2015 | $15,001 - $50,000 | Joint | PTR PDF |
| CTB · Cooper Tire & Rubber Company | Purchase | Feb 18, 2015 | Feb 18, 2015 | $15,001 - $50,000 | Joint | PTR PDF |
| ADM · archer-Daniels-Midland Company | Sale | Feb 4, 2015 | Feb 4, 2015 | $15,001 - $50,000 | Joint | PTR PDF |
| ADM · archer-Daniels-Midland Company | Purchase | Jan 29, 2015 | Jan 29, 2015 | $15,001 - $50,000 | Joint | PTR PDF |
| PEP · Pepsico, Inc. | Purchase | Jan 27, 2015 | Jan 27, 2015 | $15,001 - $50,000 | Joint | PTR PDF |
| SPB · spectrum Brands Holdings, Inc. | Purchase | Jan 27, 2015 | Jan 27, 2015 | $15,001 - $50,000 | Joint | PTR PDF |
| FET · Forum Energy Technologies, Inc. | Purchase | Jan 21, 2015 | Jan 21, 2015 | $1,001 - $15,000 | Joint | PTR PDF |
| SCHF · schwab International Equity ETF | Purchase | Dec 30, 2014 | Dec 30, 2014 | $1,001 - $15,000 | Joint | PTR PDF |
| PBI · Pitney Bowes Inc. | Purchase | Dec 10, 2014 | Dec 10, 2014 | $15,001 - $50,000 | Joint | PTR PDF |
| AA · alcoa Inc. | Purchase | Dec 5, 2014 | Dec 5, 2014 | $15,001 - $50,000 | Joint | PTR PDF |
| MRK · Merck & Company, Inc. Common stock | Sale | Oct 13, 2014 | Oct 13, 2014 | $50,001 - $100,000 | Joint | PTR PDF |
| SCHX · schwab u.s. large-Cap ETF | Sale | Oct 10, 2014 | Oct 10, 2014 | $100,001 - $250,000 | Joint | PTR PDF |
| COP · ConocoPhillips | Sale | Sep 30, 2014 | Sep 30, 2014 | $50,001 - $100,000 | Joint | PTR PDF |
| MEMP · Memorial Production Partners lP - Common units | Sale | Sep 26, 2014 | Sep 26, 2014 | $15,001 - $50,000 | Joint | PTR PDF |
| PBI · Pitney Bowes Inc. | Sale | Sep 15, 2014 | Sep 15, 2014 | $1,001 - $15,000 | Joint | PTR PDF |
| CAT · Caterpillar, Inc. | Purchase | Jul 30, 2014 | Jul 30, 2014 | $1,001 - $15,000 | Joint | PTR PDF |
| T · aT&T Inc. | Sale | Jul 24, 2014 | Jul 24, 2014 | $15,001 - $50,000 | Joint | PTR PDF |
| SCHZ · schwab us aggregate Bond ETF | Sale | Jul 21, 2014 | Jul 21, 2014 | $50,001 - $100,000 | Joint | PTR PDF |
| SCHE · schwab Emerging Markets Equity ETF | Purchase | Jul 21, 2014 | Jul 21, 2014 | $15,001 - $50,000 | Joint | PTR PDF |
| PNNT · PennantPark Investment Corporation - common stock | Purchase | Jul 2, 2014 | Jul 2, 2014 | $1,001 - $15,000 | Joint | PTR PDF |
| PWE · Penn West Petroleum ltd | Sale | Jun 24, 2014 | Jun 24, 2014 | $15,001 - $50,000 | Joint | PTR PDF |
| RNDY · Roundy's, Inc. | Sale | Jun 20, 2014 | Jun 20, 2014 | $15,001 - $50,000 | Joint | PTR PDF |
| NRP · Natural Resource Partners lP limited Partnership | Sale | May 30, 2014 | May 30, 2014 | $15,001 - $50,000 | Joint | PTR PDF |
| PNNT · PennantPark Investment Corporation - common stock | Purchase | Apr 2, 2014 | Apr 2, 2014 | $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.