THE REFS BET
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Shelley Moore Capito

Shelley Moore Capito Republican · WV

Senate · in office · serving since 2001 · born November 26, 1953

Every trade here is a legally required disclosure, not an allegation — timing can be coincidence. Weigh the pattern against the sources linked on each row.

Transactions 468 across 69 filings
Securities traded 152 12 active in 6 months
Disclosed range total $1,093,468 sum of filed minimums
Huddle pairings 414 examine

Trading timeline

$15K $100K $1M $25M 2018 2019 2020 2021 2022 2023 2024 2025 2026 Jan 4, 2018 · 24 sales · 11 securities · $1,001 – $15,000 eachJan 4, 2018 · 4 sales · 2 securities · $15,001 – $50,000 eachJan 26, 2018 · 6 purchases · 3 securities · $1,001 – $15,000 eachJan 26, 2018 · 6 sales · 3 securities · $1,001 – $15,000 eachApr 4, 2018 · 2 purchases · 2 securities · $1,001 – $15,000 eachApr 5, 2018 · 38 purchases · 38 securities · $1,001 – $15,000 eachApr 5, 2018 · Sale · UBSI · $15,001 – $50,000Apr 6, 2018 · Purchase · MCD · $1,001 – $15,000Apr 24, 2018 · 50 purchases · 50 securities · $1,001 – $15,000 eachApr 24, 2018 · 8 sales · 8 securities · $1,001 – $15,000 eachApr 24, 2018 · 5 sales · 4 securities · $15,001 – $50,000 eachDec 12, 2018 · Sale · GIS · $1,001 – $15,000Dec 13, 2018 · 2 purchases · 2 securities · $1,001 – $15,000 eachDec 31, 2018 · Sale · $1,001 – $15,000Feb 1, 2019 · Exchange · $1,001 – $15,000Mar 4, 2019 · Purchase · KO · $1,001 – $15,000Mar 11, 2019 · 48 sales · 47 securities · $1,001 – $15,000 eachApr 1, 2019 · Sale · WFC · $15,001 – $50,000Apr 9, 2019 · Sale · C · $1,001 – $15,000Apr 9, 2019 · Sale · WFC · $15,001 – $50,000Jun 10, 2019 · 7 sales · 7 securities · $1,001 – $15,000 eachOct 15, 2019 · Sale · MSFT · $1,001 – $15,000Dec 9, 2019 · Exchange · TFC · $100,001 – $250,000Dec 11, 2019 · Sale · C · $1,001 – $15,000Dec 16, 2019 · Purchase · CMCSA · $1,001 – $15,000Mar 3, 2020 · 4 purchases · 4 securities · $1,001 – $15,000 eachApr 7, 2020 · Exchange · RTN · $15,001 – $50,000Jun 25, 2020 · Purchase · WFC · $15,001 – $50,000Dec 15, 2020 · Sale · WFC · $15,001 – $50,000Dec 31, 2020 · 3 purchases · 3 securities · $1,001 – $15,000 eachDec 31, 2020 · 6 sales · 6 securities · $1,001 – $15,000 eachFeb 8, 2021 · Sale · CSCO · $1,001 – $15,000Feb 23, 2021 · Purchase · UBSI · $50,001 – $100,000Feb 23, 2021 · Sale · $1,001 – $15,000Mar 3, 2021 · Purchase · UBSI · $100,001 – $250,000Mar 9, 2021 · 3 purchases · 3 securities · $1,001 – $15,000 eachMar 24, 2021 · Purchase · WFC · $15,001 – $50,000Mar 25, 2021 · Sale · C · $1,001 – $15,000Apr 26, 2021 · Sale · WFC · $1,001 – $15,000May 10, 2021 · Sale · WFC · $1,001 – $15,000May 25, 2021 · Sale · T · $1,001 – $15,000Jun 21, 2021 · Sale · $1,001 – $15,000Jun 23, 2021 · 2 purchases · 2 securities · $1,001 – $15,000 eachJun 24, 2021 · Purchase · USB · $1,001 – $15,000Jul 26, 2021 · 5 sales · 5 securities · $1,001 – $15,000 eachAug 17, 2021 · 2 sales · 2 securities · $1,001 – $15,000 eachAug 25, 2021 · Purchase · AAPL · $1,001 – $15,000Oct 13, 2021 · Purchase · PPG · $1,001 – $15,000Dec 15, 2021 · 4 purchases · 2 securities · $1,001 – $15,000 eachDec 15, 2021 · Sale · NVS · $1,001 – $15,000Dec 17, 2021 · 3 sales · 2 securities · $1,001 – $15,000 eachDec 28, 2021 · 3 sales · 2 securities · $1,001 – $15,000 eachFeb 24, 2022 · 5 sales · 5 securities · $1,001 – $15,000 eachMay 25, 2022 · Sale · WEC · $1,001 – $15,000May 26, 2022 · Sale · NEE · $1,001 – $15,000Jun 1, 2022 · Purchase · CMS · $1,001 – $15,000Jun 16, 2022 · Sale · F · $1,001 – $15,000Jun 16, 2022 · Sale · INTC · $15,001 – $50,000Jun 17, 2022 · 5 sales · 5 securities · $1,001 – $15,000 eachJun 30, 2022 · Sale · MMM · $1,001 – $15,000Jul 1, 2022 · Purchase · COST · $1,001 – $15,000Jul 11, 2022 · Purchase · GWW · $1,001 – $15,000Oct 17, 2022 · 18 sales · 9 securities · $1,001 – $15,000 eachOct 19, 2022 · 2 sales · WFC · $1,001 – $15,000 eachDec 15, 2022 · Sale · VFC · $1,001 – $15,000Dec 29, 2022 · 2 sales · 2 securities · $1,001 – $15,000 eachFeb 6, 2023 · Purchase · $1,001 – $15,000Feb 23, 2023 · Sale · $1,001 – $15,000Apr 4, 2023 · 2 sales · 2 securities · $1,001 – $15,000 eachApr 4, 2023 · Sale · DUK · $15,001 – $50,000May 10, 2023 · 4 sales · 3 securities · $1,001 – $15,000 eachJun 7, 2023 · Sale · WMT · $1,001 – $15,000Jun 12, 2023 · 2 sales · 2 securities · $1,001 – $15,000 eachJun 12, 2023 · Sale · MSFT · $15,001 – $50,000Jun 14, 2023 · 2 purchases · 2 securities · $1,001 – $15,000 eachJun 14, 2023 · Sale · CLX · $1,001 – $15,000Jun 22, 2023 · Sale · MSFT · $1,001 – $15,000Aug 2, 2023 · 2 sales · 2 securities · $1,001 – $15,000 eachAug 22, 2023 · 3 sales · 3 securities · $1,001 – $15,000 eachSep 1, 2023 · Sale · USB · $1,001 – $15,000Sep 21, 2023 · Sale · RTX · $1,001 – $15,000Sep 22, 2023 · 2 purchases · 2 securities · $1,001 – $15,000 eachSep 27, 2023 · Purchase · SPGI · $1,001 – $15,000Nov 27, 2023 · 2 sales · 2 securities · $1,001 – $15,000 eachNov 30, 2023 · Sale · MSFT · $1,001 – $15,000Dec 1, 2023 · 4 purchases · 4 securities · $1,001 – $15,000 eachDec 18, 2023 · 4 sales · 4 securities · $1,001 – $15,000 eachDec 19, 2023 · 5 sales · 5 securities · $1,001 – $15,000 eachDec 29, 2023 · Sale · TFC · $15,001 – $50,000Jan 19, 2024 · 2 sales · 2 securities · $1,001 – $15,000 eachFeb 9, 2024 · Sale · MDT · $1,001 – $15,000Feb 15, 2024 · Sale · BDX · $1,001 – $15,000Feb 23, 2024 · Purchase · SBUX · $15,001 – $50,000Feb 27, 2024 · Purchase · ZTS · $15,001 – $50,000Apr 9, 2024 · 4 sales · 4 securities · $1,001 – $15,000 eachApr 23, 2024 · 3 sales · 3 securities · $1,001 – $15,000 eachJun 27, 2024 · Sale · APD · $1,001 – $15,000Jul 1, 2024 · Purchase · AVGO · $1,001 – $15,000Jul 17, 2024 · 3 sales · 3 securities · $1,001 – $15,000 eachJul 25, 2024 · 2 sales · 2 securities · $1,001 – $15,000 eachAug 22, 2024 · Sale · NSC · $1,001 – $15,000Aug 27, 2024 · Purchase · AVGO · $1,001 – $15,000Aug 28, 2024 · Purchase · NKE · $1,001 – $15,000Sep 20, 2024 · 5 sales · 5 securities · $1,001 – $15,000 eachSep 25, 2024 · Sale · NSC · $1,001 – $15,000Oct 8, 2024 · Purchase · CSL · $1,001 – $15,000Dec 12, 2024 · Purchase · AVGO · $1,001 – $15,000Dec 13, 2024 · Sale · LOW · $1,001 – $15,000Dec 16, 2024 · Sale · MSFT · $1,001 – $15,000Dec 20, 2024 · Sale · UNH · $1,001 – $15,000Dec 27, 2024 · Purchase · GE · $1,001 – $15,000Jan 3, 2025 · Sale · MSFT · $1,001 – $15,000Jan 13, 2025 · Sale · $1,001 – $15,000Jan 17, 2025 · 10 sales · 10 securities · $1,001 – $15,000 eachFeb 4, 2025 · Purchase · CEG · $1,001 – $15,000Feb 4, 2025 · Sale · MSFT · $1,001 – $15,000Feb 5, 2025 · Sale · AAPL · $1,001 – $15,000Feb 24, 2025 · 3 sales · 3 securities · $1,001 – $15,000 eachFeb 25, 2025 · Purchase · $1,001 – $15,000Mar 26, 2025 · 2 purchases · 2 securities · $1,001 – $15,000 eachApr 10, 2025 · Sale · NKE · $1,001 – $15,000Apr 11, 2025 · Sale · TGT · $1,001 – $15,000Apr 29, 2025 · Purchase · GOOGL · $1,001 – $15,000May 8, 2025 · Purchase · GOOGL · $1,001 – $15,000Jun 18, 2025 · 5 sales · 5 securities · $1,001 – $15,000 eachJun 23, 2025 · Sale · UNH · $1,001 – $15,000Jul 1, 2025 · Purchase · AXP · $15,001 – $50,000Jul 17, 2025 · Sale · CB · $1,001 – $15,000Jul 18, 2025 · 5 sales · 5 securities · $1,001 – $15,000 eachJul 29, 2025 · 2 purchases · 2 securities · $1,001 – $15,000 eachJul 30, 2025 · Sale · PPG · $1,001 – $15,000Jul 31, 2025 · 3 sales · 3 securities · $1,001 – $15,000 eachAug 1, 2025 · 2 purchases · 2 securities · $1,001 – $15,000 eachAug 4, 2025 · Sale · BLK · $1,001 – $15,000Sep 18, 2025 · 2 sales · 2 securities · $15,001 – $50,000 eachOct 17, 2025 · 2 sales · 2 securities · $1,001 – $15,000 eachOct 20, 2025 · Sale · LOW · $1,001 – $15,000Oct 21, 2025 · 2 sales · 2 securities · $1,001 – $15,000 eachOct 22, 2025 · Sale · MSFT · $1,001 – $15,000Oct 24, 2025 · Purchase · LLY · $1,001 – $15,000Oct 29, 2025 · Sale · C · $1,001 – $15,000Oct 29, 2025 · 2 sales · 2 securities · $15,001 – $50,000 eachNov 13, 2025 · Purchase · META · $1,001 – $15,000Nov 13, 2025 · 2 sales · 2 securities · $1,001 – $15,000 eachDec 11, 2025 · Sale · K · $1,001 – $15,000Dec 16, 2025 · 3 sales · 3 securities · $1,001 – $15,000 eachJan 28, 2026 · Sale · SBUX · $1,001 – $15,000Feb 9, 2026 · 2 purchases · AVGO · $1,001 – $15,000 eachFeb 10, 2026 · 2 sales · 2 securities · $1,001 – $15,000 eachFeb 20, 2026 · Sale · PAYX · $1,001 – $15,000Feb 24, 2026 · Sale · ITW · $1,001 – $15,000Mar 11, 2026 · Purchase · AXP · $1,001 – $15,000Mar 12, 2026 · Purchase · PNC · $1,001 – $15,000Mar 25, 2026 · Sale · FDS · $1,001 – $15,000Mar 26, 2026 · Sale · FDS · $1,001 – $15,000Mar 28, 2026 · Purchase · MA · $1,001 – $15,000Mar 31, 2026 · Sale · FDS · $1,001 – $15,000Apr 13, 2026 · Sale · AVGO · $1,001 – $15,000Apr 17, 2026 · 2 sales · 2 securities · $1,001 – $15,000 eachJun 16, 2026 · Sale · C · $1,001 – $15,000

Purchases 163 Sales 302 Exchanges 3

Higher marks are larger filed ranges (log scale). Hover a mark for the detail; click it to open that day's trades. Same-day trades in one band collapse into one mark with a count.

In plain language

Of 468 disclosed trades, 3 were flagged by the site's published rules0.6%.

That is a small share of a lot of trading — lower than coincidence alone would tend to produce. Someone who trades constantly will collect the occasional well-timed trade without anything unusual going on.

  • 3 · committee window
  • 2 · shutdown/lame duck

Across the whole database, congressional trading beats the market by close to nothing on average, and only slightly more trades look unusual than chance alone would produce. Most members, most of the time, are unremarkable. That is the backdrop for anything you read here. A flag is a prompt to look at the record, never a finding about a person.

Campaign money 2026 cycle

Raised $6,488,843
From individuals $2,983,521
From PACs $2,765,356
Cash on hand $4,377,201

Campaign finance from the FEC, shown as context beside the trading record. We do not draw a line from any donor to any trade: the FEC's donor data cannot support that honestly, and inventing the link would be the kind of unsourced inference this site refuses. Read the two together and judge for yourself.

Seat & district history

SeatCongressesServedChange
Senator, WV 114th–117th 2015–2027 moved to the Senate
WV-2 107th–113th 2001–2015 first seat

District numbers change when a state is redistricted, so a renumbering here is not necessarily a move — the boundaries were redrawn around the member. Term records come from the public congress-legislators dataset.

Committees

Current (119th Congress)

CommitteePositionRankSideJurisdiction
Senate Committee on Appropriations Member 7 majority
Senate Committee on Commerce, Science, and Transportation Member 14 majority
Senate Committee on Environment and Public Works Chairman 1 majority
Senate Committee on Rules and Administration Member 3 majority

Earlier Congresses

CongressCommitteePositionObserved
118thSenate Committee on Appropriations Member 2023-02 → 2024-11
118thSenate Committee on Commerce, Science, and Transportation Member 2023-02 → 2024-11
118thSenate Committee on Environment and Public Works Ranking Member 2023-02 → 2024-11
118thSenate Committee on Rules and Administration Member 2023-02 → 2024-11
117thSenate Committee on Appropriations Member 2021-01 → 2022-11
117thSenate Committee on Commerce, Science, and Transportation Member 2021-01 → 2022-11
117thSenate Committee on Environment and Public Works Ranking Member 2021-01 → 2022-11
117thSenate Committee on Rules and Administration Member 2021-01 → 2022-11
116thSenate Committee on Appropriations Member 2019-01 → 2020-12
116thSenate Committee on Commerce, Science, and Transportation Member 2019-01 → 2020-12
116thSenate Committee on Energy and Natural Resources Member 2019-01 → 2019-01
116thSenate Committee on Environment and Public Works Member 2019-01 → 2020-12
116thSenate Committee on Rules and Administration Member 2019-01 → 2020-12
115thJoint Committee of Congress on the Library Member 2017-01 → 2017-03
115thSenate Committee on Appropriations Member 2017-01 → 2018-12
115thSenate Committee on Commerce, Science, and Transportation Member 2017-01 → 2018-12
115thSenate Committee on Energy and Natural Resources Member 2018-02 → 2018-12
115thSenate Committee on Environment and Public Works Member 2017-01 → 2018-12
115thSenate Committee on Rules and Administration Member 2017-01 → 2018-12
114thJoint Committee of Congress on the Library Member 2015-07 → 2016-12
114thSenate Committee on Appropriations Member 2015-02 → 2016-12
114thSenate Committee on Energy and Natural Resources Member 2015-02 → 2016-12
114thSenate Committee on Environment and Public Works Member 2015-02 → 2016-12
114thSenate Committee on Rules and Administration Member 2015-02 → 2016-12
113thHouse Committee on Financial Services Member 2013-01 → 2014-11
113thHouse Committee on Transportation and Infrastructure Member 2013-01 → 2014-11
112thHouse Committee on Financial Services Member 2012-11 → 2012-11
112thHouse Committee on Transportation and Infrastructure Member 2012-11 → 2012-11

The published roster covers only the sitting Congress, so earlier assignments are reconstructed from the dated version history of that same public dataset, sampled monthly back to 2012. Observed is the span across which we actually saw the seat held — it is evidence of tenure, not a precise start and end date, and a seat that changed hands between two monthly samples may be dated up to a month out. Committees with no history recorded are absent because no snapshot showed them, which is not evidence the member held no seat.

Currently trading — last 6 months

12 securities
TickerSecuritySectorTrades (period) Buys / SellsPeriod valueLast trade
C Citigroup Inc Banking 1 0 / 13 $8,001 2026-06-16
AAPL Apple Inc. - Common Stock (AAPL) Technology Hardware 1 3 / 16 $8,001 2026-04-17
CEG Constellation Energy Corp Utilities 1 2 / 1 $8,001 2026-04-17
AVGO Broadcom Inc. - Common Stock (AVGO) Semiconductors 2 4 / 3 $16,001 2026-04-13
FDS FactSet Research Systems Inc. Common St… Software & IT Services 3 1 / 4 $24,002 2026-03-31
MA Mastercard Incorporated Common Stock (M… Business Services 1 1 / 0 $8,001 2026-03-28
PNC PNC Financial Services Group, Inc. (PNC) Banking 1 1 / 0 $8,001 2026-03-12
AXP American Express Company Banking 1 2 / 0 $8,001 2026-03-11
ITW Illinois Tool Works Inc Industrials 1 2 / 2 $8,001 2026-02-24
PAYX Paychex Inc Business Services 1 2 / 3 $8,001 2026-02-20
BLK Blackrock Inc Capital Markets 1 3 / 5 $8,001 2026-02-10
ADI Analog Devices Semiconductors 1 2 / 3 $8,001 2026-02-10

Values are the sum of filed range midpoints, not exact amounts — Congress discloses brackets. Because a transaction may be reported up to 45 days after it happens, this window reflects what has been disclosed, not necessarily everything already traded.

Previously traded

140 securities

Securities with disclosed transactions before this window and none since. A security leaving this list means no reported trading — not that a position was closed. Holdings themselves are not disclosed in these filings.

TickerSecuritySectorTrades Buys / SellsTotal valueActive
SBUX Starbucks Corporation - Common Stock Retail & Consumer 2 1 / 1 $40,501 2024-02 → 2026-01
MSFT Microsoft Corporation - Common Stock (M… Software & IT Services 36 3 / 33 $361,518 2018-01 → 2025-12
GOOGL Alphabet Inc. - Class A Common Stock (G… Software & IT Services 4 3 / 1 $32,002 2025-04 → 2025-12
K Kellanova Common Stock (K) 1 0 / 1 $8,001 2025-12 → 2025-12
LOW Lowe's Companies Retail & Consumer 12 2 / 10 $96,006 2018-04 → 2025-11
META Meta Platforms Inc Software & IT Services 3 3 / 0 $24,002 2025-03 → 2025-11
IBM International Business Machines Corpora… Technology Hardware 6 1 / 5 $72,503 2018-01 → 2025-10
LLY Eli Lilly and Company Common Stock (LLY) Pharmaceuticals & Biotech 1 1 / 0 $8,001 2025-10 → 2025-10
CVX Chevron Corporation Common Stock (CVX) Oil & Gas 5 3 / 2 $40,003 2018-04 → 2025-10
COST Costco Wholesale Retail & Consumer 2 1 / 1 $16,001 2022-07 → 2025-10
SHW Sherwin-Williams Company Retail & Consumer 1 1 / 0 $8,001 2025-08 → 2025-08
PLD Prologis Inc Investment Funds 1 1 / 0 $8,001 2025-08 → 2025-08
GD General Dynamics Corp Industrials 3 2 / 1 $24,002 2018-04 → 2025-07
CL Colgate-Palmolive Company Chemicals 3 2 / 1 $24,002 2018-04 → 2025-07
PPG PPG Industries Chemicals 3 1 / 2 $24,002 2021-10 → 2025-07
JPM JP Morgan Chase & Co. Common Stock (JPM) Banking 12 5 / 7 $96,006 2018-04 → 2025-07
AFL Aflac Inc Insurance 7 2 / 5 $56,004 2018-04 → 2025-07
CB Chubb Ltd Insurance 5 2 / 3 $40,003 2018-04 → 2025-07
UNH UnitedHealth Group Incorporated Common … Insurance 6 2 / 4 $48,003 2020-12 → 2025-06
XOM Exxon Mobil Corp Oil & Gas 8 1 / 7 $64,004 2018-01 → 2025-06
WFC Wells Fargo & Company Common Stock (WFC) Banking 12 2 / 10 $218,506 2019-04 → 2025-06
TGT Target Corp Retail & Consumer 2 1 / 1 $16,001 2018-04 → 2025-04
NKE Nike Inc Materials 5 3 / 2 $40,003 2018-04 → 2025-04
ACN Accenture Plc Business Services 6 3 / 3 $48,003 2018-04 → 2025-02
ABT Abbott Laboratories Common Stock (ABT) Pharmaceuticals & Biotech 4 3 / 1 $32,002 2018-04 → 2025-02
CMCSA Comcast Corporation - Class A Common St… Telecommunications 3 2 / 1 $24,002 2019-12 → 2025-02
GWW W.W. Grainger Wholesale 6 1 / 5 $48,003 2018-01 → 2025-01
PSX Phillips 66 Oil & Gas 4 3 / 1 $32,002 2018-04 → 2025-01
GE General Electric Company Electronics 3 1 / 2 $24,002 2018-01 → 2024-12
CSL Carlisle Companies Inc Materials 1 1 / 0 $8,001 2024-10 → 2024-10
NSC Norfolk Southern Corp Transportation 7 2 / 5 $56,004 2018-01 → 2024-09
PEP Pepsico Inc Food & Beverage 4 3 / 1 $32,002 2018-04 → 2024-07
APD Air Products and Chemicals, Inc. Common… Chemicals 3 2 / 1 $24,002 2018-04 → 2024-06
SPGI S&P Global Inc. Common Stock (SPGI) Business Services 3 2 / 1 $24,002 2023-09 → 2024-04
ZTS Zoetis Inc. Class A Common Stock (ZTS) Pharmaceuticals & Biotech 1 1 / 0 $32,501 2024-02 → 2024-02
BDX Becton, Dickinson and Company Common St… Medical Devices 3 2 / 1 $24,002 2018-04 → 2024-02
MDT Medtronic plc. Ordinary Shares (MDT) Medical Devices 3 2 / 1 $24,002 2018-04 → 2024-02
ES Eversource Energy Utilities 3 2 / 1 $24,002 2018-04 → 2024-01
ENB Enbridge Inc Common Stock (ENB) Oil & Gas 2 0 / 2 $16,001 2019-03 → 2024-01
TFC Truist Financial Corporation Common Sto… Banking 2 0 / 1 $207,501 2019-12 → 2023-12
KO Coca-Cola Company Food & Beverage 5 1 / 4 $40,003 2018-01 → 2023-12
MDLZ Mondelez Intl Inc Food & Beverage 3 1 / 2 $24,002 2018-04 → 2023-12
PFE Pfizer, Inc. Common Stock (PFE) Pharmaceuticals & Biotech 1 0 / 1 $8,001 2023-12 → 2023-12
CSCO Cisco Systems Inc Technology Hardware 6 3 / 3 $48,003 2018-01 → 2023-12
SHEL Royal Dutch Shell Plc ADR Oil & Gas 1 0 / 1 $8,001 2023-11 → 2023-11
RTX Raytheon Technologies Corp Defense & Aerospace 1 0 / 1 $8,001 2023-09 → 2023-09
USB U.S. Bancorp Common Stock Banking 5 4 / 1 $40,003 2018-04 → 2023-09
CLX Clorox Company (CLX) Chemicals 4 2 / 2 $32,002 2018-04 → 2023-06
AMGN Amgen Inc Pharmaceuticals & Biotech 5 4 / 1 $40,003 2018-04 → 2023-06
WMT Walmart Inc. Common Stock (WMT) Retail & Consumer 3 2 / 1 $24,002 2018-04 → 2023-06
BMY Bristol-Myers Squibb Company Common Sto… Pharmaceuticals & Biotech 4 0 / 4 $32,002 2018-01 → 2023-05
MCD McDonald's Corporation Common Stock Retail & Consumer 3 2 / 1 $24,002 2018-04 → 2023-04
UPS United Parcel Service, Inc. Common Stoc… Transportation 1 0 / 1 $8,001 2023-04 → 2023-04
DUK Duke Energy Corp Utilities 1 0 / 1 $32,501 2023-04 → 2023-04
AXAHY AXA SA Sponsored ADR (AXAHY) 1 0 / 1 $8,001 2022-12 → 2022-12
VFC V.F. Corporation Common Stock Consumer Goods 3 2 / 1 $24,002 2018-04 → 2022-12
JNJ Johnson & Johnson Common Stock (JNJ) Pharmaceuticals & Biotech 5 3 / 2 $40,003 2018-04 → 2022-10
LIN Linde plc - Ordinary Shares (LIN) Chemicals 2 0 / 2 $16,001 2022-10 → 2022-10
MMM 3M Company Common Stock (MMM) Medical Devices 3 2 / 1 $24,002 2018-04 → 2022-06
INTC Intel Corporation - Common Stock (INTC) Semiconductors 9 2 / 7 $145,505 2018-01 → 2022-06
F Ford Motor Company Common Stock (F) Automotive 1 0 / 1 $8,001 2022-06 → 2022-06
CMS CMS Energy Corporation Common Stock (CM… Utilities 1 1 / 0 $8,001 2022-06 → 2022-06
NEE NextEra Energy, Inc. Common Stock (NEE) Utilities 4 2 / 2 $32,002 2018-04 → 2022-05
WEC WEC Energy Group, Inc. Common Stock (WE… Utilities 3 2 / 1 $24,002 2018-04 → 2022-05
LHX L3Harris Technologies Inc Medical Devices 1 0 / 1 $8,001 2022-02 → 2022-02
SMFG Sumitomo Mitsui Financial Group Inc Uns… Banking 2 0 / 2 $16,001 2021-12 → 2021-12
VZ Verizon Communications Inc. Common Stoc… Telecommunications 1 0 / 1 $8,001 2021-12 → 2021-12
NVS Novartis Ag ADR Pharmaceuticals & Biotech 2 1 / 1 $16,001 2018-04 → 2021-12
DE Deere & Company Common Stock (DE) Industrials 3 2 / 1 $24,002 2019-03 → 2021-12
RDSA Royal Dutch Shell Plc 1 0 / 1 $8,001 2021-07 → 2021-07
T AT&T Inc. (T) Telecommunications 3 2 / 1 $24,002 2018-04 → 2021-05
UBSI United Bankshares, Inc. - Common Stock … Banking 4 2 / 2 $315,002 2018-04 → 2021-03
SYY Sysco Corporation Common Stock (SYY) Wholesale 3 2 / 1 $24,002 2018-04 → 2020-12
PII Polaris Inc. Common Stock Industrials 3 2 / 1 $24,002 2018-04 → 2020-12
AMT American Tower Corporation (AMT) Investment Funds 2 1 / 1 $16,001 2019-03 → 2020-12
OTIS Otis Worldwide Corp Electronics 1 0 / 1 $8,001 2020-12 → 2020-12
CARR Carrier Global Corp Other 1 0 / 1 $8,001 2020-12 → 2020-12
RTN Raytheon Company 1 0 / 0 $32,501 2020-04 → 2020-04
RDSA.AS Royal Dutch Shell plc 1 0 / 1 $8,001 2019-06 → 2019-06
HBAN Huntington Bancshares Incorporated - Co… Banking 1 0 / 1 $8,001 2019-06 → 2019-06
SLB Schlumberger N.V. Oil & Gas 3 2 / 1 $24,002 2018-01 → 2019-03
NSRGY NESTLE S.A S/ADR (NSRGY) 2 0 / 2 $16,001 2018-04 → 2019-03
CME CME Group Inc. - Class A Common Stock (… Capital Markets 2 0 / 2 $40,501 2018-04 → 2019-03
V Visa Inc. (V) Business Services 1 0 / 1 $8,001 2019-03 → 2019-03
TSM Taiwan Semiconductor Manufacturing Comp… Semiconductors 1 0 / 1 $8,001 2019-03 → 2019-03
SFTBY SoftBank Group Corp. 1 0 / 1 $8,001 2019-03 → 2019-03
SRE DBA Sempra Common Stock (SRE) Utilities 1 0 / 1 $8,001 2019-03 → 2019-03
RBGLY Reckitt Benckiser Group plc 1 0 / 1 $8,001 2019-03 → 2019-03
PM Philip Morris International Inc Food & Beverage 1 0 / 1 $8,001 2019-03 → 2019-03
PDRDY Pernod Ricard SA 1 0 / 1 $8,001 2019-03 → 2019-03
LRLCY L'Oreal Co. American Depositary Shares … 1 0 / 1 $8,001 2019-03 → 2019-03
NVO Novo Nordisk A/S Common Stock Pharmaceuticals & Biotech 1 0 / 1 $8,001 2019-03 → 2019-03
MRAAY Murata Manufacturing Co Ltd Unsponsored… 1 0 / 1 $8,001 2019-03 → 2019-03
NPSNY Naspers Limited 1 0 / 1 $8,001 2019-03 → 2019-03
MCO Moody's Corporation Common Stock Business Services 1 0 / 1 $8,001 2019-03 → 2019-03
LVS Las Vegas Sands Corp. Common Stock (LVS) Consumer Services 1 0 / 1 $8,001 2019-03 → 2019-03
KYCCF Keyence Corporation 1 0 / 1 $8,001 2019-03 → 2019-03
ICE Intercontinental Exchange Inc. Common S… Capital Markets 1 0 / 1 $8,001 2019-03 → 2019-03
SAFRY Safran S.A. Unsponsored ADR (SAFRY) 1 0 / 1 $8,001 2019-03 → 2019-03
HLT Hilton Worldwide Holdings Inc. Common S… Consumer Services 1 0 / 1 $8,001 2019-03 → 2019-03
GDDY GoDaddy Inc. Class A Common Stock (GDDY) Software & IT Services 1 0 / 1 $8,001 2019-03 → 2019-03
GILD Gilead Sciences Inc Pharmaceuticals & Biotech 1 0 / 1 $8,001 2019-03 → 2019-03
ESLOY EssilorLuxottica Soci?t? anonyme 1 0 / 1 $8,001 2019-03 → 2019-03
DEO Diageo Plc ADR Food & Beverage 1 0 / 1 $8,001 2019-03 → 2019-03
DHR Danaher Corp Medical Devices 1 0 / 1 $8,001 2019-03 → 2019-03
CCI Crown Castle Inc. Common Stock (CCI) Investment Funds 1 0 / 1 $8,001 2019-03 → 2019-03
CABGY Carlsberg A/S 1 0 / 1 $8,001 2019-03 → 2019-03
CSX CSX Corporation - Common Stock Transportation 1 0 / 1 $8,001 2019-03 → 2019-03
BK The Bank of New York Mellon Corporation… 1 0 / 1 $8,001 2019-03 → 2019-03
ASML ASML Holding N.V. - New York Registry S… Industrials 1 0 / 1 $8,001 2019-03 → 2019-03
AZN AstraZeneca PLC - American Depositary S… Pharmaceuticals & Biotech 1 0 / 1 $8,001 2019-03 → 2019-03
AHKSY Asahi Kasei Corporation 1 0 / 1 $8,001 2019-03 → 2019-03
AMZN Amazon.com, Inc. - Common Stock (AMZN) Retail & Consumer 1 0 / 1 $8,001 2019-03 → 2019-03
GOOG Alphabet Inc. - Class C Capital Stock (… Software & IT Services 1 0 / 1 $8,001 2019-03 → 2019-03
EADSY Airbus SE 1 0 / 1 $8,001 2019-03 → 2019-03
ATVI Activision Blizzard, Inc - Common Stock 1 0 / 1 $8,001 2019-03 → 2019-03
AAGIY AIA Group Limited 1 0 / 1 $8,001 2019-03 → 2019-03
PG Procter & Gamble Company (PG) Chemicals 4 2 / 2 $32,002 2018-01 → 2018-12
GIS General Mills, Inc. Common Stock Food & Beverage 2 1 / 1 $16,001 2018-04 → 2018-12
UTX Raytheon Technologies Corporation 2 2 / 0 $16,001 2018-04 → 2018-04
PX Praxair, Inc. 2 2 / 0 $16,001 2018-04 → 2018-04
HRS Harris Corporation 2 2 / 0 $16,001 2018-04 → 2018-04
EMR Emerson Electric Company Electronics 2 2 / 0 $16,001 2018-04 → 2018-04
ADP Automatic Data Processing, Inc. - Commo… Software & IT Services 2 2 / 0 $16,001 2018-04 → 2018-04
QCOM QUALCOMM Incorporated - Common Stock (Q… Electronics 1 1 / 0 $8,001 2018-04 → 2018-04
EV Eaton Vance Corp. 1 1 / 0 $8,001 2018-04 → 2018-04
VGK Vanguard FTSE Europe ETF 1 0 / 1 $32,501 2018-04 → 2018-04
MS Morgan Stanley Common Stock (MS) Capital Markets 1 0 / 1 $8,001 2018-04 → 2018-04
LULU lululemon athletica inc. - Common Stock… Consumer Goods 1 0 / 1 $8,001 2018-04 → 2018-04
IYE iShares US Energy ETF 1 0 / 1 $32,501 2018-04 → 2018-04
KHC The Kraft Heinz Company - Common Stock … Food & Beverage 1 0 / 1 $8,001 2018-04 → 2018-04
RHHBY ROCHE HOLDING LTD S/ADR (RHHBY) 1 0 / 1 $8,001 2018-04 → 2018-04
CLB Core Laboratories N.V. Oil & Gas 1 0 / 1 $8,001 2018-04 → 2018-04
CHK Chesapeake Energy Corporation 1 0 / 1 $8,001 2018-04 → 2018-04
AL Air Lease Corporation 1 0 / 1 $8,001 2018-04 → 2018-04
RYAAY Ryanair Holdings plc Transportation 2 2 / 0 $16,001 2018-01 → 2018-01
HXL Hexcel Corporation Chemicals 2 0 / 2 $16,001 2018-01 → 2018-01
FANUY Fanuc Corporation Unsponsored ADR (FANU… 2 0 / 2 $16,001 2018-01 → 2018-01
DWDP DowDuPont Inc. 2 0 / 2 $16,001 2018-01 → 2018-01
MRK Merck & Company, Inc. Common Stock (MRK) Pharmaceuticals & Biotech 2 0 / 2 $16,001 2018-01 → 2018-01

The Spread by year

YearSpreadTrades pricedDisclosed value
2026 +3.3% 8 $64,004
2025 +6.0% 63 $626,532
2024 -1.6% 34 $321,017
2023 +0.6% 41 $401,521
2022 +4.0% 40 $344,520
2021 -6.7% 31 $506,516
2020 -14.1% 15 $169,008
2019 +1.0% 47 $425,024
2018 -1.0% 129 $1,203,565

Transaction timing versus the market over 90 trading days — not portfolio return, which these filings cannot support. See Methodology and the Scoreboard for the population baseline.

All transactions

DateTickerAssetActionAmount (as filed)OwnerFiling
2026-06-16 C Citigroup New Inc (C) sell $1,001 – $15,000 spouse
2026-04-17 AAPL Apple Inc. - Common Stock sell $1,001 – $15,000 spouse
2026-04-17 CEG Constellation Energy Corporation - Common Stock When-Issued sell $1,001 – $15,000 spouse
2026-04-13 AVGO Broadcom Inc. - Common Stock sell $1,001 – $15,000 spouse
2026-03-31 FDS FactSet Research Systems Inc. Common Stock sell $1,001 – $15,000 spouse
2026-03-28 MA Mastercard Incorporated Common Stock buy $1,001 – $15,000 spouse
2026-03-26 FDS FactSet Research Systems Inc. Common Stock sell $1,001 – $15,000 spouse
2026-03-25 FDS FactSet Research Systems Inc. Common Stock sell $1,001 – $15,000 spouse
2026-03-12 PNC PNC Financial Services Group, Inc. (The) Common Stock buy $1,001 – $15,000 spouse
2026-03-11 AXP American Express Company Common Stock buy $1,001 – $15,000 spouse
2026-02-24 ITW Illinois Tool Works Inc. Common Stock sell $1,001 – $15,000 spouse
2026-02-20 PAYX Paychex, Inc. - Common Stock sell $1,001 – $15,000 spouse
2026-02-10 ADI Analog Devices, Inc. - Common Stock sell $1,001 – $15,000 spouse
2026-02-10 BLK BlackRock, Inc. Common Stock sell $1,001 – $15,000 spouse
2026-02-09 GOOGL - Alphabet Inc. - Class C Capital Stock buy $1,001 – $15,000 spouse
2026-02-09 AVGO Broadcom Inc. - Common Stock buy $1,001 – $15,000 spouse
2026-01-28 SBUX Starbucks Corp sell $1,001 – $15,000 spouse
2025-12-16 GOOGL Alphabet Cl A sell $1,001 – $15,000 spouse
2025-12-16 AAPL Apple Inc sell $1,001 – $15,000 spouse
2025-12-16 MSFT Microsoft Corp sell $1,001 – $15,000 spouse
2025-12-11 K Kellanova sell $1,001 – $15,000 spouse
2025-11-13 LOW Lowe's Companies sell $1,001 – $15,000 spouse
2025-11-13 PAYX Paychex Inc sell $1,001 – $15,000 spouse
2025-11-13 META Meta Platforms Inc buy $1,001 – $15,000 spouse
2025-10-29 C Citigroup Inc New (C) sell $1,001 – $15,000 spouse
2025-10-29 IBM Intl Business Machines sell $15,001 – $50,000 spouse
2025-10-29 MSFT Microsoft Corp sell $15,001 – $50,000 spouse
2025-10-24 LLY Eli Lilly and Company buy $1,001 – $15,000 spouse
2025-10-22 MSFT Microsoft Corp sell $1,001 – $15,000 spouse
2025-10-21 LOW Lowe's Companies sell $1,001 – $15,000 spouse
2025-10-21 PAYX Paychex Inc sell $1,001 – $15,000 spouse
2025-10-20 LOW Lowe's Companies sell $1,001 – $15,000 spouse
2025-10-17 CVX Chevron Corp sell $1,001 – $15,000 spouse
2025-10-17 COST Costco Wholesale sell $1,001 – $15,000 spouse
2025-09-18 AAPL Apple Inc sell $15,001 – $50,000 spouse
2025-09-18 MSFT Microsoft Corp sell $15,001 – $50,000 spouse
2025-08-04 BLK Blackrock Inc sell $1,001 – $15,000 spouse
2025-08-01 PLD Prologis Inc buy $1,001 – $15,000 spouse
2025-08-01 SHW Sherwin-Williams Company buy $1,001 – $15,000 spouse
2025-07-31 GD General Dynamics Corp sell $1,001 – $15,000 spouse
2025-07-31 PPG PPG Industries sell $1,001 – $15,000 spouse
2025-07-31 CL Colgate-Palmolive Company sell $1,001 – $15,000 spouse
2025-07-30 PPG PPG Industries sell $1,001 – $15,000 spouse
2025-07-29 GOOGL Alphabet Cl A buy $1,001 – $15,000 spouse
2025-07-29 META Meta Platforms Inc buy $1,001 – $15,000 spouse
2025-07-18 AFL Aflac Inc sell $1,001 – $15,000 spouse
2025-07-18 AAPL Apple Inc sell $1,001 – $15,000 spouse
2025-07-18 MSFT Microsoft Corp sell $1,001 – $15,000 spouse
2025-07-18 JPM JP Morgan Chase & Company sell $1,001 – $15,000 spouse
2025-07-18 AVGO Broadcom Ltd sell $1,001 – $15,000 spouse
2025-07-17 CB Chubb Ltd sell $1,001 – $15,000 spouse
2025-07-01 AXP American Express Company buy $15,001 – $50,000 spouse
2025-06-23 UNH Unitedhealth Group Inc sell $1,001 – $15,000 spouse
2025-06-18 C Citigroup Inc sell $1,001 – $15,000 spouse
2025-06-18 XOM Exxon Mobil Corp sell $1,001 – $15,000 spouse
2025-06-18 MSFT Microsoft Corp sell $1,001 – $15,000 spouse
2025-06-18 WFC Wells Fargo & Company sell $1,001 – $15,000 spouse
2025-06-18 ADI Analog Devices sell $1,001 – $15,000 spouse
2025-05-08 GOOGL Alphabet Cl A buy $1,001 – $15,000 spouse
2025-04-29 GOOGL Alphabet Cl A buy $1,001 – $15,000 spouse
2025-04-11 TGT Target Corp sell $1,001 – $15,000 spouse
2025-04-10 NKE Nike Inc sell $1,001 – $15,000 spouse
2025-03-26 CEG Constellation Energy Corp buy $1,001 – $15,000 spouse
2025-03-26 META Meta Platforms Inc buy $1,001 – $15,000 spouse
2025-02-25 Meta Platforms Inc buy $1,001 – $15,000 spouse
2025-02-24 ABT Abbott Laboratories sell $1,001 – $15,000 spouse
2025-02-24 ACN Accenture Plc sell $1,001 – $15,000 spouse
2025-02-24 CMCSA Comcast Corp A sell $1,001 – $15,000 spouse
2025-02-05 AAPL Apple Inc sell $1,001 – $15,000 spouse
2025-02-04 MSFT Microsoft Corp sell $1,001 – $15,000 spouse
2025-02-04 CEG Constellation Energy Corp buy $1,001 – $15,000 spouse
2025-01-17 AFL Aflac Inc sell $1,001 – $15,000 spouse
2025-01-17 AAPL Apple Inc sell $1,001 – $15,000 spouse
2025-01-17 BLK Blackrock Inc sell $1,001 – $15,000 spouse
2025-01-17 CB Chubb Ltd sell $1,001 – $15,000 spouse
2025-01-17 GWW W.W. Grainger sell $1,001 – $15,000 spouse
2025-01-17 ITW Illinois Tool Works Inc sell $1,001 – $15,000 spouse
2025-01-17 LOW Lowe's Companies sell $1,001 – $15,000 spouse
2025-01-17 MSFT Microsoft Corp sell $1,001 – $15,000 spouse
2025-01-17 JPM JP Morgan Chase & Company sell $1,001 – $15,000 spouse
2025-01-17 PSX Phillips 66 sell $1,001 – $15,000 spouse
2025-01-13 Analog Devices sell $1,001 – $15,000 spouse
2025-01-03 MSFT Microsoft Corp sell $1,001 – $15,000 spouse
2024-12-27 GE GE Aerospace buy $1,001 – $15,000 spouse
2024-12-20 UNH Unitedhealth Group Inc sell $1,001 – $15,000 spouse
2024-12-16 MSFT Microsoft Corp sell $1,001 – $15,000 spouse
2024-12-13 LOW Lowe's Companies sell $1,001 – $15,000 spouse
2024-12-12 AVGO Broadcom Inc. - Common Stock buy $1,001 – $15,000 spouse
2024-10-08 CSL Carlisle Companies Inc buy $1,001 – $15,000 spouse
2024-09-25 NSC Norfolk Southern Corp sell $1,001 – $15,000 spouse
2024-09-20 ACN Accenture Plc sell $1,001 – $15,000 spouse
2024-09-20 AAPL Apple Inc sell $1,001 – $15,000 spouse
2024-09-20 GWW W.W. Grainger sell $1,001 – $15,000 spouse
2024-09-20 MSFT Microsoft Corp sell $1,001 – $15,000 spouse
2024-09-20 NKE Nike Inc sell $1,001 – $15,000 spouse
2024-08-28 NKE Nike Inc buy $1,001 – $15,000 spouse
2024-08-27 AVGO Broadcom Inc. - Common Stock buy $1,001 – $15,000 spouse
2024-08-22 NSC Norfolk Southern Corp sell $1,001 – $15,000 spouse
2024-07-25 LOW Lowe's Companies sell $1,001 – $15,000 spouse
2024-07-25 PEP Pepsico Inc sell $1,001 – $15,000 spouse
2024-07-17 C Citigroup Inc sell $1,001 – $15,000 spouse
2024-07-17 XOM Exxon Mobil Corp sell $1,001 – $15,000 spouse
2024-07-17 MSFT Microsoft Corp sell $1,001 – $15,000 spouse
2024-07-01 AVGO Broadcom Ltd buy $1,001 – $15,000 spouse
2024-06-27 APD Air Products and Chemicals sell $1,001 – $15,000 spouse
2024-04-23 AAPL Apple Inc sell $1,001 – $15,000 spouse
2024-04-23 MSFT Microsoft Corp sell $1,001 – $15,000 spouse
2024-04-23 JPM JP Morgan Chase & Company sell $1,001 – $15,000 spouse
2024-04-09 AAPL Apple Inc sell $1,001 – $15,000 spouse
2024-04-09 SPGI S&P Global Inc sell $1,001 – $15,000 spouse
2024-04-09 GWW W.W. Grainger sell $1,001 – $15,000 spouse
2024-04-09 MSFT Microsoft Corp sell $1,001 – $15,000 spouse
2024-02-27 ZTS Zoetis Inc Cl A buy $15,001 – $50,000 spouse
2024-02-23 SBUX Starbucks Corp buy $15,001 – $50,000 spouse
2024-02-15 BDX Becton Dickinson and Company sell $1,001 – $15,000 spouse
2024-02-09 MDT Medtronic Inc sell $1,001 – $15,000 spouse
2024-01-19 ENB Enbridge Inc sell $1,001 – $15,000 self
2024-01-19 ES Eversource Energy sell $1,001 – $15,000 spouse
2023-12-29 TFC Truist Financial Corp sell $15,001 – $50,000 self
2023-12-19 ACN Accenture Plc sell $1,001 – $15,000 spouse
2023-12-19 ADI Analog Devices sell $1,001 – $15,000 spouse
2023-12-19 AAPL Apple Inc sell $1,001 – $15,000 spouse
2023-12-19 MSFT Microsoft Corp sell $1,001 – $15,000 spouse
2023-12-19 JPM JP Morgan Chase & Company sell $1,001 – $15,000 spouse
2023-12-18 KO Coca-Cola Company sell $1,001 – $15,000 spouse
2023-12-18 MSFT Microsoft Corp sell $1,001 – $15,000 spouse
2023-12-18 MDLZ Mondelez Intl Inc sell $1,001 – $15,000 spouse
2023-12-18 PFE Pfizer Inc sell $1,001 – $15,000 spouse
2023-12-01 CVX Chevron Corp buy $1,001 – $15,000 spouse
2023-12-01 CSCO Cisco Systems Inc buy $1,001 – $15,000 spouse
2023-12-01 CMCSA Comcast Corp A buy $1,001 – $15,000 spouse
2023-12-01 SPGI S&P Global Inc buy $1,001 – $15,000 spouse
2023-11-30 MSFT Microsoft Corp sell $1,001 – $15,000 spouse
2023-11-27 SHEL Royal Dutch Shell Plc ADR sell $1,001 – $15,000 spouse
2023-11-27 WFC Wells Fargo & Company sell $1,001 – $15,000 spouse
2023-09-27 SPGI S&P Global Inc buy $1,001 – $15,000 spouse
2023-09-22 ACN Accenture Plc buy $1,001 – $15,000 spouse
2023-09-22 UNH Unitedhealth Group Inc buy $1,001 – $15,000 spouse
2023-09-21 RTX Rtx Corp sell $1,001 – $15,000 spouse
2023-09-01 USB U.S. Bancorp sell $1,001 – $15,000 spouse
2023-08-22 AAPL Apple Inc sell $1,001 – $15,000 spouse
2023-08-22 LOW Lowe's Companies sell $1,001 – $15,000 spouse
2023-08-22 MSFT Microsoft Corp sell $1,001 – $15,000 spouse
2023-08-02 AFL Aflac Inc sell $1,001 – $15,000 spouse
2023-08-02 FDS Factset Research Systems Inc sell $1,001 – $15,000 spouse
2023-06-22 MSFT Microsoft Corporation - Common Stock sell $1,001 – $15,000 spouse
2023-06-14 CLX Clorox Company (The) Common Stock sell $1,001 – $15,000 spouse
2023-06-14 AAPL Apple Inc. - Common Stock buy $1,001 – $15,000 spouse
2023-06-14 NKE Nike, Inc. Common Stock buy $1,001 – $15,000 spouse
2023-06-12 AMGN Amgen Inc. - Common Stock sell $1,001 – $15,000 spouse
2023-06-12 CB Chubb Limited Common Stock sell $1,001 – $15,000 spouse
2023-06-12 MSFT Microsoft Corporation - Common Stock sell $15,001 – $50,000 spouse
2023-06-07 WMT Walmart Inc. Common Stock sell $1,001 – $15,000 spouse
2023-05-10 BMY Bristol-Myers Squibb Company Common Stock sell $1,001 – $15,000 spouse
2023-05-10 C Citigroup, Inc. Common Stock sell $1,001 – $15,000 spouse
2023-05-10 XOM Exxon Mobil Corporation Common Stock sell $1,001 – $15,000 spouse
2023-05-10 Wells Fargo & Company Common Stock sell $1,001 – $15,000 spouse
2023-04-04 DUK Duke Energy Corporation (Holding Company) Common S sell $15,001 – $50,000 spouse
2023-04-04 MCD McDonald's Corporation Common Stock sell $1,001 – $15,000 spouse
2023-04-04 UPS United Parcel Service, Inc. Common Stock sell $1,001 – $15,000 spouse
2023-02-23 wells fargo sell $1,001 – $15,000 spouse
2023-02-06 chevron buy $1,001 – $15,000 spouse
2022-12-29 WFC WFC sell $1,001 – $15,000 spouse
2022-12-29 AXAHY AXAHY sell $1,001 – $15,000 self
2022-12-15 VFC V.F. Corporation Common Stock sell $1,001 – $15,000 spouse
2022-10-19 WFC Wells Fargo & Company Common Stock sell $1,001 – $15,000 spouse
2022-10-19 WFC Wells Fargo & Company Common Stock sell $1,001 – $15,000 spouse
2022-10-17 AFL AFLAC Incorporated Common Stock sell $1,001 – $15,000 spouse
2022-10-17 AAPL Apple Inc. - Common Stock sell $1,001 – $15,000 spouse
2022-10-17 BLK BlackRock, Inc. Common Stock sell $1,001 – $15,000 spouse
2022-10-17 JNJ Johnson & Johnson Common Stock sell $1,001 – $15,000 spouse
2022-10-17 LIN Linde plc Ordinary Share sell $1,001 – $15,000 spouse
2022-10-17 LOW Lowe's Companies, Inc. Common Stock sell $1,001 – $15,000 spouse
2022-10-17 MSFT Microsoft Corporation - Common Stock sell $1,001 – $15,000 spouse
2022-10-17 JPM JP Morgan Chase & Co. Common Stock sell $1,001 – $15,000 spouse
2022-10-17 UNH UnitedHealth Group Incorporated Common Stock (DE) sell $1,001 – $15,000 spouse
2022-10-17 AFL AFLAC Incorporated Common Stock sell $1,001 – $15,000 spouse
2022-10-17 AAPL Apple Inc. - Common Stock sell $1,001 – $15,000 spouse
2022-10-17 BLK BlackRock, Inc. Common Stock sell $1,001 – $15,000 spouse
2022-10-17 JNJ Johnson & Johnson Common Stock sell $1,001 – $15,000 spouse
2022-10-17 LIN Linde plc Ordinary Share sell $1,001 – $15,000 spouse
2022-10-17 LOW Lowe's Companies, Inc. Common Stock sell $1,001 – $15,000 spouse
2022-10-17 MSFT Microsoft Corporation - Common Stock sell $1,001 – $15,000 spouse
2022-10-17 JPM JP Morgan Chase & Co. Common Stock sell $1,001 – $15,000 spouse
2022-10-17 UNH UnitedHealth Group Incorporated Common Stock (DE) sell $1,001 – $15,000 joint
2022-07-11 GWW W.W. Grainger, Inc. Common Stock buy $1,001 – $15,000 spouse
2022-07-01 COST Costco Wholesale Corporation - Common Stock buy $1,001 – $15,000 spouse
2022-06-30 MMM 3M Company Common Stock sell $1,001 – $15,000 spouse
2022-06-17 BMY Bristol-Myers Squibb Company Common Stock sell $1,001 – $15,000 spouse
2022-06-17 KO Coca-Cola Company (The) Common Stock sell $1,001 – $15,000 spouse
2022-06-17 INTC Intel Corporation - Common Stock sell $1,001 – $15,000 spouse
2022-06-17 IBM International Business Machines Corporat sell $1,001 – $15,000 spouse
2022-06-17 MSFT Microsoft Corporation - Common Stock sell $1,001 – $15,000 spouse
2022-06-16 F Ford Motor Company Common Stock sell $1,001 – $15,000 spouse
2022-06-16 INTC Intel Corporation - Common Stock sell $15,001 – $50,000 spouse
2022-06-01 CMS CMS Energy Corporation Common Stock buy $1,001 – $15,000 spouse
2022-05-26 NEE NextEra Energy, Inc. Common Stock sell $1,001 – $15,000 spouse
2022-05-25 WEC WEC Energy Group, Inc. Common Stock sell $1,001 – $15,000 spouse
2022-02-24 AAPL Apple Inc. - Common Stock sell $1,001 – $15,000 spouse
2022-02-24 LOW Lowe's Companies, Inc. Common Stock sell $1,001 – $15,000 spouse

See all 468 transactions →