Disclosed trades · 238 on record, deduplicated
Every STOCK Act periodic transaction report filed by Rick W. Allen, one row per disclosure. Amounts are the bands the form requires — Congress never reports an exact figure. "Excess vs SPY" is the ticker's move since the trade date minus SPY's over the same span, in percentage points; it describes the stock, not the member's account.
| Trade date | Ticker | Type | Amount (band) | Owner | Filed | Gap | Excess vs SPY |
|---|---|---|---|---|---|---|---|
| 2026-07-14 | ABT Abbott Laboratories |
Sale | $15,001 - $50,000 | Spouse | 2026-08-19 | — | — |
| 2026-07-14 | AMD Advanced Micro Devices Inc |
Purchase | $1,001 - $15,000 | Spouse | 2026-08-19 | — | — |
| 2026-07-14 | AVGO Broadcom Inc |
Purchase | $1,001 - $15,000 | Spouse | 2026-08-19 | — | — |
| 2026-07-13 | AVGO Broadcom Inc. - Common Stock |
Purchase | $1,001 - $15,000 | Spouse | 2026-08-19 | — | — |
| 2026-07-13 | AMD Advanced Micro Devices, Inc. |
Purchase | $1,001 - $15,000 | Spouse | 2026-08-19 | — | — |
| 2026-07-13 | ABT Abbott Laboratories Common Stock |
Sale (Full) | $15,001 - $50,000 | Spouse | 2026-08-19 | — | — |
| 2026-06-10 | INTU Intuit Inc |
Sale | $15,001 - $50,000 | Spouse | 2026-07-16 | — | — |
| 2026-05-08 | TSM Taiwan Semiconductor Manufacturing Co Lt… |
Purchase | $1,001 - $15,000 | Spouse | 2026-06-17 | — | — |
| 2026-05-08 | AXP American Express Co |
Purchase | $1,001 - $15,000 | Spouse | 2026-06-17 | — | — |
| 2026-05-08 | ACN Accenture PLC |
Sale | $15,001 - $50,000 | Spouse | 2026-06-17 | — | — |
| 2026-04-16 | INTU | Sale | $15,001 - $50,000 | Spouse | 2026-06-05 | — | — |
| 2026-04-16 | PG | Sale | $15,001 - $50,000 | Spouse | 2026-06-05 | — | — |
| 2026-04-16 | SPGI | Sale | $15,001 - $50,000 | Spouse | 2026-06-05 | — | — |
| 2026-04-16 | ABT | Sale | $15,001 - $50,000 | Spouse | 2026-06-05 | — | — |
| 2026-04-15 | AMP | Sale | $50,001 - $100,000 | Spouse | 2026-06-05 | — | — |
| 2026-02-19 | KMI Kinder Morgan Inc |
Purchase | $1,001 - $15,000 | Spouse | 2026-03-12 | — | — |
| 2026-02-19 | TSM Taiwan Semiconductor Manufacturing Co Lt… |
Purchase | $1,001 - $15,000 | Spouse | 2026-03-12 | — | — |
| 2026-02-19 | INTU Intuit Inc |
Sale | $1,001 - $15,000 | Spouse | 2026-03-12 | — | — |
| 2026-02-18 | INTU Intuit Inc |
Sale | $15,001 - $50,000 | Spouse | 2026-03-12 | — | — |
| 2026-01-26 | US TREASURY NOTE US TREASURY NOTE |
Purchase | $100,001 - $250,000 | — | 2026-02-18 | — | — |
| 2026-01-26 | 91282CGH8 US TREASURY NOTE 3.5% DUE 01/31/28 |
Purchase | $100,001 - $250,000 | — | 2026-02-17 | 22d | — |
| 2026-01-14 | PAYX PAYCHEX, INC. - COMMON STOCK |
Sale | $15,001 - $50,000 | Spouse | 2026-02-17 | 34d | — |
| 2026-01-14 | SPGI S&P GLOBAL INC. COMMON STOCK |
Purchase | $15,001 - $50,000 | Spouse | 2026-02-17 | 34d | — |
| 2026-01-14 | AWK AMERICAN WATER WORKS COMPANY, INC. COMMO… |
Sale | $50,001 - $100,000 | Spouse | 2026-02-17 | 34d | — |
| 2025-12-12 | NFLX NETFLIX, INC. - COMMON STOCK |
Sale | $1,001 - $15,000 | Spouse | 2026-01-15 | 34d | — |
| 2025-12-12 | FERG FERGUSON ENTERPRISES INC. COMMON STOCK |
Purchase | $15,001 - $50,000 | Spouse | 2026-01-15 | 34d | — |
| 2025-11-14 | 91282CLG4 US TREASUR NOTE 3.75% DUE 08/15/27 |
Purchase | $50,001 - $100,000 | — | 2025-12-09 | 25d | — |
| 2025-10-10 | CHD CHURCH & DWIGHT COMPANY, INC. COMMON STO… |
Sale | $15,001 - $50,000 | — | 2025-11-13 | 34d | — |
| 2025-09-12 | ACN ACCENTURE PLC CLASS A ORDINARY SHARES |
Sale | $1,001 - $15,000 | — | 2025-10-07 | 25d | — |
| 2025-08-19 | ATO ATMOS ENERGY CORPORATION COMMON STOCK |
Purchase | $15,001 - $50,000 | — | 2025-09-12 | 24d | — |
| 2025-08-19 | ACN ACCENTURE PLC CLASS A ORDINARY SHARES |
Sale | $1,001 - $15,000 | — | 2025-09-12 | 24d | — |
| 2025-07-10 | SCHW CHARLES SCHWAB CORPORATION |
Purchase | $15,001 - $50,000 | — | 2025-08-11 | 32d | — |
| 2025-06-20 | INTU INTUIT INC. - COMMON STOCK |
Purchase | $1,001 - $15,000 | — | 2025-07-15 | 25d | — |
| 2025-05-16 | NFLX NETFLIX, INC. - COMMON STOCK |
Purchase | $15,001 - $50,000 | — | 2025-06-18 | 33d | — |
| 2025-05-16 | TMO THERMO FISHER SCIENTIFIC INC COMMON STOC… |
Sale | $15,001 - $50,000 | — | 2025-06-18 | 33d | — |
| 2025-04-11 | TMO THERMO FISHER SCIENTIFIC INC COMMON STOC… |
Sale | $15,001 - $50,000 | — | 2025-05-15 | 34d | — |
| 2025-01-17 | AZO AUTOZONE, INC. COMMON STOCK |
Purchase | $15,001 - $50,000 | — | 2025-02-20 | 34d | — |
| 2024-12-12 | ROL ROLLINS, INC. COMMON STOCK |
Purchase | $15,001 - $50,000 | — | 2025-01-16 | 35d | — |
| 2024-12-03 | 912797KJ5 US TREASURY BILL DUE 03/20/25 |
Purchase | $15,001 - $50,000 | — | 2025-01-16 | 44d | — |
| 2024-12-03 | 91282CJP7 US TREASU NOTE 4.375% DUE 12/15/26 |
Purchase | $100,001 - $250,000 | — | 2025-01-16 | 44d | — |
| 2024-12-03 | 91282CJS1 US TREASURY NOTE 4.25% DUE 12/31/25 |
Purchase | $50,001 - $100,000 | — | 2025-01-16 | 44d | — |
| 2024-09-12 | SCHW CHARLES SCHWAB CORPORATION |
Sale | $15,001 - $50,000 | — | 2024-10-18 | 36d | — |
| 2024-08-14 | DE DEERE & COMPANY COMMON STOCK |
Sale | $1,001 - $15,000 | — | 2024-09-20 | 37d | — |
| 2024-07-16 | AZO AUTOZONE, INC. COMMON STOCK |
Purchase | $15,001 - $50,000 | — | 2024-08-08 | 23d | — |
| 2024-07-16 | JNJ JOHNSON & JOHNSON COMMON STOCK |
Sale | $15,001 - $50,000 | — | 2024-08-08 | 23d | — |
| 2024-06-13 | JNJ JOHNSON & JOHNSON COMMON STOCK |
Sale | $15,001 - $50,000 | — | 2024-07-10 | 27d | — |
| 2024-05-20 | CTAS CINTAS CORPORATION - COMMON STOCK |
Purchase | $1,001 - $15,000 | — | 2024-06-21 | 32d | — |
| 2024-05-20 | SBUX STARBUCKS CORPORATION - COMMON STOCK |
Sale | $15,001 - $50,000 | — | 2024-06-21 | 32d | — |
| 2024-04-23 | 91282CFK2 US TREASURY BILL DUE 09/15/25 |
Purchase | $15,001 - $50,000 | — | 2024-05-14 | 21d | — |
| 2024-04-09 | AMP AMERIPRISE FINANCIAL, INC. COMMON STOCK |
Purchase | $50,001 - $100,000 | — | 2024-05-14 | 35d | — |
| 2024-04-02 | 912797KJ5 US TREASURY BILL DUE 3/20/2025 |
Purchase | $1,001 - $15,000 | — | 2024-05-14 | 42d | — |
| 2024-01-17 | BLK BLACKROCK, INC. COMMON STOCK |
Sale | $50,001 - $100,000 | — | 2024-02-16 | 30d | — |
| 2023-12-21 | NEE NEXTERA ENERGY, INC. |
Sale | $15,001 - $50,000 | — | 2024-01-11 | 21d | — |
| 2023-12-21 | ALB ALBEMARLE CORPORATION |
Sale | $1,001 - $15,000 | — | 2024-01-11 | 21d | — |
| 2023-12-14 | SCHW CHARLES SCHWAB CORPORATION |
Purchase | $50,001 - $100,000 | — | 2024-01-11 | 28d | — |
| 2023-10-13 | ATVI ACTIVISION BLIZZARD, INC |
Sale | $15,001 - $50,000 | — | 2023-11-16 | 34d | — |
| 2023-10-13 | ATVI ACTIVISION BLIZZARD, INC |
Sale | $1,001 - $15,000 | — | 2023-11-16 | 34d | — |
| 2023-10-10 | SCHW$D THE CHARLES SCHWAB CORPORATION DEPOSITAR… |
Purchase | $15,001 - $50,000 | — | 2023-11-16 | 37d | — |
| 2023-09-26 | 912797LL9 US TREASURY NOTE DUE 3/21/24 |
Purchase | $50,001 - $100,000 | — | 2023-10-05 | 9d | — |
| 2023-09-26 | 91282CDR9 US TREASURY NOTE DUE 12/31/23 |
Purchase | $15,001 - $50,000 | — | 2023-10-05 | 9d | — |
| 2023-08-31 | SCHW$D THE CHARLES SCHWAB CORPORATION DEPOSITAR… |
Purchase | $15,001 - $50,000 | — | 2023-09-08 | 8d | — |
| 2023-05-18 | SCHW$D THE CHARLES SCHWAB CORPORATION DEPOSITAR… |
Purchase | $15,001 - $50,000 | — | 2023-06-02 | 15d | — |
| 2023-04-20 | ATVI ACTIVISION BLIZZARD, INC |
Purchase | $1,001 - $15,000 | — | 2023-06-02 | 43d | — |
| 2023-03-27 | SSB SOUTHSTATE CORPORATION |
Sale | $100,001 - $250,000 | — | 2023-06-02 | 67d | — |
| 2023-03-14 | PFE PFIZER, INC. |
Sale | $15,001 - $50,000 | — | 2023-08-10 | 149d | — |
| 2023-03-14 | ACN ACCENTURE PLC CLASS A ORDINARY SHARES |
Sale | $50,001 - $100,000 | — | 2023-08-10 | 149d | — |
| 2023-03-09 | SSB SOUTHSTATE CORPORATION |
Sale | $50,001 - $100,000 | — | 2023-08-10 | 154d | — |
| 2023-01-13 | SSB SOUTHSTATE CORPORATION |
Sale | $50,001 - $100,000 | — | 2023-08-10 | 209d | — |
| 2022-12-23 | 91282CFN6 US TREASURY NOTE 4.25% 09/24 |
Purchase | $100,001 - $250,000 | — | 2023-08-10 | 230d | — |
| 2022-12-08 | 912796YJ2 US TREASURY BILL DUE 10/5/23 |
Purchase | $15,001 - $50,000 | — | 2023-08-10 | 245d | — |
| 2022-10-07 | 912796YJ2 US TREASURY BILL DUE 10/5/23 |
Purchase | $15,001 - $50,000 | — | 2023-08-10 | 307d | — |
| 2022-10-07 | 912796X87 US TREASURY BILL DUE 12/22/22 |
Purchase | $100,001 - $250,000 | — | 2023-08-10 | 307d | — |
| 2022-10-07 | 912796U31 US TREASURY BILL DUE 3/23/23 |
Purchase | $15,001 - $50,000 | — | 2023-08-10 | 307d | — |
| 2022-09-19 | 912796U31 US TREASURY BILL DUE 3/23/23 |
Purchase | $100,001 - $250,000 | — | 2023-08-10 | 325d | — |
| 2022-09-16 | 912796YH6 US TREASURY BILL DUE 9/7/23 |
Purchase | $15,001 - $50,000 | — | 2023-08-10 | 328d | — |
| 2022-09-16 | 91282CFG1 US TREASURY NOTE 3.25% 08/24 |
Purchase | $100,001 - $250,000 | — | 2023-08-10 | 328d | — |
| 2022-08-19 | 912796XQ7 US TREASURY BILL DUE 7/13/23 |
Purchase | $15,001 - $50,000 | — | 2023-08-10 | 356d | — |
| 2022-08-18 | AMGN AMGEN INC. |
Purchase | $15,001 - $50,000 | — | 2023-08-10 | 357d | — |
| 2022-08-18 | 912796XQ7 US TREASURY BILL DUE 7/13/23 |
Purchase | $100,001 - $250,000 | — | 2023-08-10 | 357d | — |
| 2022-08-18 | CB CHUBB LIMITED |
Purchase | $15,001 - $50,000 | — | 2023-08-10 | 357d | — |
| 2022-08-15 | DIS WALT DISNEY COMPANY |
Sale | $15,001 - $50,000 | — | 2022-09-10 | 26d | — |
| 2022-05-23 | 912796U49 US TREASURY BILL DUE 9/15/22 |
Purchase | $100,001 - $250,000 | — | 2023-08-10 | 444d | — |
| 2022-05-10 | 91282CEG2 US TREASURY NOTE 2.25% DUE 3/31/24 |
Purchase | $15,001 - $50,000 | — | 2023-08-10 | 457d | — |
| 2022-05-10 | 91282CEG2 US TREASURY NOTE 2.25% 03/24 |
Purchase | $100,001 - $250,000 | — | 2023-08-10 | 457d | — |
| 2022-05-05 | SSB SOUTHSTATE CORPORATION |
Sale | $50,001 - $100,000 | — | 2023-08-10 | 462d | — |
| 2022-04-04 | SSB SOUTHSTATE CORPORATION |
Sale | $50,001 - $100,000 | — | 2023-08-10 | 493d | — |
| 2022-03-25 | 912796U49 US TREASURY BILL DUE 9/15/22 |
Purchase | $15,001 - $50,000 | — | 2023-08-10 | 503d | — |
| 2022-03-21 | 912796U49 US TREASURY BILL DUE 9/15/22 |
Purchase | $100,001 - $250,000 | — | 2023-08-10 | 507d | — |
| 2022-03-14 | DIS WALT DISNEY COMPANY |
Purchase | $15,001 - $50,000 | — | 2023-08-10 | 514d | — |
| 2022-03-10 | TMO THERMO FISHER SCIENTIFIC INC |
Purchase | $15,001 - $50,000 | — | 2023-08-10 | 518d | — |
| 2022-02-16 | SSB SOUTHSTATE CORPORATION |
Sale | $50,001 - $100,000 | — | 2023-08-10 | 540d | — |
| 2022-02-10 | ATVI ACTIVISION BLIZZARD, INC |
Purchase | $1,001 - $15,000 | — | 2022-03-09 | 27d | — |
| 2022-02-10 | DIS WALT DISNEY COMPANY |
Sale | $15,001 - $50,000 | — | 2023-08-10 | 546d | — |
| 2022-02-09 | SSB SOUTHSTATE CORPORATION |
Sale | $50,001 - $100,000 | — | 2023-08-10 | 547d | — |
| 2022-01-25 | SBUX STARBUCKS CORPORATION |
Sale | $15,001 - $50,000 | — | 2022-02-13 | 19d | — |
| 2022-01-25 | PSDTX PUTNAM ULTRA SHORT DURATION INCOME A |
Sale | $50,001 - $100,000 | — | 2022-02-13 | 19d | — |
| 2022-01-25 | DIS WALT DISNEY COMPANY |
Sale | $1,001 - $15,000 | — | 2022-02-13 | 19d | — |
| 2022-01-18 | SSB SOUTHSTATE CORPORATION |
Sale | $50,001 - $100,000 | — | 2023-08-10 | 569d | — |
| 2022-01-13 | WM WASTE MANAGEMENT, INC. |
Purchase | $15,001 - $50,000 | — | 2023-08-10 | 574d | — |
| 2022-01-13 | SSB SOUTHSTATE CORPORATION |
Sale | $50,001 - $100,000 | — | 2023-08-10 | 574d | — |
| 2021-10-22 | PYPL PAYPAL HOLDINGS, INC. |
Sale | $1,001 - $15,000 | — | 2023-08-10 | 657d | — |
| 2021-10-07 | FCX FREEPORT-MCMORAN, INC. |
Sale | $15,001 - $50,000 | — | 2023-08-10 | 672d | — |
| 2021-10-04 | FCX FREEPORT-MCMORAN, INC. |
Sale | $1,001 - $15,000 | — | 2021-11-10 | 37d | — |
| 2021-09-28 | SSB SOUTHSTATE CORPORATION |
Sale | $100,001 - $250,000 | — | 2023-08-10 | 681d | — |
| 2021-07-15 | PYPL PAYPAL HOLDINGS, INC. |
Purchase | $15,001 - $50,000 | — | 2023-08-10 | 756d | — |
| 2021-07-15 | PFE PFIZER, INC. |
Purchase | $15,001 - $50,000 | — | 2023-08-10 | 756d | — |
| 2021-06-15 | DOV DOVER CORPORATION |
Purchase | $15,001 - $50,000 | — | 2021-11-08 | 146d | — |
| 2021-06-09 | SSB SOUTHSTATE CORPORATION |
Sale | $15,001 - $50,000 | — | 2023-08-10 | 792d | — |
| 2021-05-13 | ACN ACCENTURE PLC CLASS A ORDINARY SHARES |
Purchase | $50,001 - $100,000 | — | 2021-06-12 | 30d | — |
| 2021-05-13 | SSB SOUTH STATE CORPORATION |
Sale | $15,001 - $50,000 | — | 2021-06-12 | 30d | — |
| 2021-05-04 | ALB ALBEMARLE CORPORATION |
Purchase | $15,001 - $50,000 | — | 2021-06-12 | 39d | — |
| 2021-05-04 | JNJ JOHNSON & JOHNSON |
Purchase | $15,001 - $50,000 | — | 2021-06-12 | 39d | — |
| 2021-04-12 | TMO THERMO FISHER SCIENTIFIC INC |
Sale | $15,001 - $50,000 | — | 2021-05-09 | 27d | — |
| 2021-03-10 | CHD CHURCH & DWIGHT COMPANY, INC. |
Sale | $15,001 - $50,000 | — | 2021-04-06 | 27d | — |
| 2021-03-10 | TMO THERMO FISHER SCIENTIFIC INC |
Purchase | $15,001 - $50,000 | — | 2021-04-06 | 27d | — |
| 2021-03-10 | DIS WALT DISNEY COMPANY |
Purchase | $15,001 - $50,000 | — | 2021-04-06 | 27d | — |
| 2021-03-10 | NEE NEXTERA ENERGY, INC. |
Purchase | $1,001 - $15,000 | — | 2021-04-06 | 27d | — |
| 2021-03-10 | MRK MERCK & COMPANY, INC. COMMON STOCK |
Sale | $15,001 - $50,000 | — | 2021-04-06 | 27d | — |
| 2021-02-26 | SBUX STARBUCKS CORPORATION |
Purchase | $1,001 - $15,000 | — | 2021-03-14 | 16d | — |
| 2021-02-26 | DE DEERE & COMPANY |
Purchase | $1,001 - $15,000 | — | 2021-03-14 | 16d | — |
| 2021-02-26 | FCX FREEPORT-MCMORAN, INC. |
Purchase | $1,001 - $15,000 | — | 2021-03-14 | 16d | — |
| 2021-02-18 | SSB SOUTH STATE CORPORATION |
Sale | $15,001 - $50,000 | — | 2021-03-14 | 24d | — |
| 2021-02-10 | VZ VERIZON COMMUNICATIONS INC. |
Sale | $1,001 - $15,000 | — | 2021-03-14 | 32d | — |
| 2021-02-10 | ALB ALBEMARLE CORPORATION |
Purchase | $1,001 - $15,000 | — | 2021-03-14 | 32d | — |
| 2021-02-10 | FCX FREEPORT-MCMORAN, INC. |
Purchase | $15,001 - $50,000 | — | 2021-03-14 | 32d | — |
| 2021-02-10 | DE DEERE & COMPANY |
Purchase | $15,001 - $50,000 | — | 2021-03-14 | 32d | — |
| 2021-02-10 | SSB SOUTH STATE CORPORATION |
Sale | $15,001 - $50,000 | — | 2021-03-14 | 32d | — |
| 2021-02-10 | PYPL PAYPAL HOLDINGS, INC. |
Purchase | $1,001 - $15,000 | — | 2021-03-14 | 32d | — |
| 2021-01-26 | VZ VERIZON COMMUNICATIONS INC. |
Sale | $50,001 - $100,000 | — | 2023-08-10 | 926d | — |
| 2021-01-25 | KMB KIMBERLY-CLARK CORPORATION |
Sale | $1,001 - $15,000 | — | 2023-08-10 | 927d | — |
| 2021-01-25 | TMO THERMO FISHER SCIENTIFIC INC |
Purchase | $15,001 - $50,000 | — | 2023-08-10 | 927d | — |
| 2021-01-25 | CHD CHURCH & DWIGHT COMPANY, INC. |
Purchase | $15,001 - $50,000 | — | 2023-08-10 | 927d | — |
| 2021-01-25 | DIS WALT DISNEY COMPANY |
Purchase | $15,001 - $50,000 | — | 2023-08-10 | 927d | — |
| 2021-01-25 | KMB KIMBERLY-CLARK CORPORATION |
Sale | $15,001 - $50,000 | — | 2023-08-10 | 927d | — |
| 2021-01-25 | PYPL PAYPAL HOLDINGS, INC. |
Purchase | $15,001 - $50,000 | — | 2023-08-10 | 927d | — |
| 2021-01-13 | SSB SOUTHSTATE CORPORATION |
Sale | $50,001 - $100,000 | — | 2023-08-10 | 939d | — |
| 2020-12-15 | D DOMINION ENERGY, INC. |
Sale | $15,001 - $50,000 | — | 2023-08-10 | 968d | — |
| 2020-11-16 | CB CHUBB LIMITED |
Purchase | $15,001 - $50,000 | — | 2023-08-10 | 997d | — |
| 2020-11-16 | ABBV ABBVIE INC. |
Purchase | $15,001 - $50,000 | — | 2023-08-10 | 997d | — |
| 2020-11-16 | SBUX STARBUCKS CORPORATION |
Purchase | $1,001 - $15,000 | — | 2023-08-10 | 997d | — |
| 2020-11-16 | SSB SOUTHSTATE CORPORATION |
Sale | $15,001 - $50,000 | — | 2023-08-10 | 997d | — |
| 2020-09-25 | NEE NEXTERA ENERGY, INC. |
Purchase | $15,001 - $50,000 | — | 2020-10-06 | 11d | — |
| 2020-07-02 | CB CHUBB LIMITED |
Purchase | $15,001 - $50,000 | — | 2020-08-18 | 47d | — |
| 2020-07-02 | SBUX STARBUCKS CORPORATION |
Sale | $1,001 - $15,000 | — | 2020-08-18 | 47d | — |
| 2020-07-02 | MRK MERCK & COMPANY, INC. COMMON STOCK |
Purchase | $15,001 - $50,000 | — | 2020-08-18 | 47d | — |
| 2020-06-16 | DOV DOVER CORPORATION |
Purchase | $15,001 - $50,000 | — | 2021-10-20 | 491d | — |
| 2020-06-15 | DOV DOVER CORPORATION |
Purchase | $15,001 - $50,000 | — | 2023-08-10 | 1151d | — |
| 2020-05-14 | MMM 3M COMPANY |
sale | $1,001 - $15,000 | — | 2021-11-08 | 543d | — |
| 2020-05-14 | MAR MARRIOTT INTERNATIONAL - CLASS A |
Purchase | $15,001 - $50,000 | — | 2023-08-10 | 1183d | — |
| 2020-05-14 | HD HOME DEPOT, INC. |
Purchase | $1,001 - $15,000 | — | 2021-11-08 | 543d | — |
| 2020-05-14 | DOV DOVER CORPORATION |
Sale | $15,001 - $50,000 | — | 2023-08-10 | 1183d | — |
| 2020-05-14 | MMM 3M COMPANY |
Sale | $1,001 - $15,000 | — | 2023-08-10 | 1183d | — |
| 2020-05-12 | ABBV ABBVIE INC. |
Purchase | $15,001 - $50,000 | — | 2023-08-10 | 1185d | — |
| 2020-04-17 | NEE NEXTERA ENERGY, INC. |
Purchase | $15,001 - $50,000 | — | 2023-08-10 | 1210d | — |
| 2020-04-17 | PG PROCTER & GAMBLE COMPANY |
Purchase | $15,001 - $50,000 | — | 2023-08-10 | 1210d | — |
| 2020-04-15 | PSX PHILLIPS 66 |
Sale | $15,001 - $50,000 | — | 2023-08-10 | 1212d | — |
| 2020-04-15 | PAYX PAYCHEX, INC. |
Sale | $15,001 - $50,000 | — | 2023-08-10 | 1212d | — |
| 2020-04-15 | SSB SOUTHSTATE CORPORATION |
Sale | $100,001 - $250,000 | — | 2023-08-10 | 1212d | — |
| 2020-04-15 | TFC TRUIST FINANCIAL CORPORATION |
Sale | $15,001 - $50,000 | — | 2021-11-08 | 572d | — |
| 2020-04-15 | DIS WALT DISNEY COMPANY |
Sale | $15,001 - $50,000 | — | 2023-08-10 | 1212d | — |
| 2020-03-16 | SSB SOUTHSTATE CORPORATION |
Sale | $15,001 - $50,000 | — | 2023-08-10 | 1242d | — |
| 2020-02-28 | GOOGL ALPHABET INC. - CLASS A |
Purchase | $1,001 - $15,000 | — | 2020-07-20 | 143d | — |
| 2020-02-28 | SBUX STARBUCKS CORPORATION |
Purchase | $15,001 - $50,000 | — | 2023-08-10 | 1259d | — |
| 2020-02-28 | INTU INTUIT INC. |
Purchase | $15,001 - $50,000 | — | 2023-08-10 | 1259d | — |
| 2020-02-21 | PSX PHILLIPS 66 |
Purchase | $15,001 - $50,000 | — | 2023-08-10 | 1266d | — |
| 2020-02-21 | RDS.B ROYAL DUTCH SHELL PLC ROYAL DUTCH SHELL … |
Sale | $15,001 - $50,000 | — | 2020-07-20 | 150d | — |
| 2020-02-21 | SSB SOUTH STATE CORPORATION |
Sale | $50,001 - $100,000 | — | 2020-07-20 | 150d | — |
| 2020-02-20 | WMT WALMART INC. |
Purchase | $1,001 - $15,000 | — | 2021-11-08 | 627d | — |
| 2020-02-03 | 912796WX3 US TREASURY BILL20U S T BILL DUE 07/23/2… |
Purchase | $15,001 - $50,000 | — | 2023-08-10 | 1284d | — |
| 2019-12-27 | TSS TOTAL SYSTEM SERVICES, INC. |
Sale | $15,001 - $50,000 | — | 2021-11-08 | 682d | — |
| 2019-12-27 | GOOGL ALPHABET INC. - CLASS A |
Purchase | $15,001 - $50,000 | — | 2023-08-10 | 1322d | — |
| 2019-12-27 | SBUX STARBUCKS CORPORATION |
Purchase | $1,001 - $15,000 | — | 2023-08-10 | 1322d | — |
| 2019-12-27 | UTX UNITED TECHNOLOGIES CORPORATION |
Sale | $1,001 - $15,000 | — | 2021-11-08 | 682d | — |
| 2019-10-31 | CAE CAE INC. ORDINARY SHARES |
Sale | $1,001 - $15,000 | — | 2023-08-10 | 1379d | — |
| 2019-10-17 | ACN ACCENTURE PLC CLASS A ORDINARY SHARES |
Sale | $15,001 - $50,000 | — | 2023-08-10 | 1393d | — |
| 2019-10-17 | INTU INTUIT INC. |
Sale | $50,001 - $100,000 | — | 2023-08-10 | 1393d | — |
| 2019-10-17 | MAR MARRIOTT INTERNATIONAL - CLASS A |
Sale | $15,001 - $50,000 | — | 2023-08-10 | 1393d | — |
| 2019-10-02 | JNJ JOHNSON & JOHNSON |
Purchase | $1,001 - $15,000 | — | 2023-08-10 | 1408d | — |
| 2019-09-27 | AMGN AMGEN INC. |
Purchase | $15,001 - $50,000 | — | 2023-08-10 | 1413d | — |
| 2019-09-27 | DIS WALT DISNEY COMPANY |
Purchase | $15,001 - $50,000 | — | 2023-08-10 | 1413d | — |
| 2019-09-27 | ABT ABBOTT LABORATORIES |
Purchase | $15,001 - $50,000 | — | 2023-08-10 | 1413d | — |
| 2019-09-27 | ACN ACCENTURE PLC CLASS A ORDINARY SHARES |
Purchase | $15,001 - $50,000 | — | 2023-08-10 | 1413d | — |
| 2019-09-24 | BLK BLACKROCK, INC. |
Purchase | $15,001 - $50,000 | — | 2023-08-10 | 1416d | — |
| 2019-09-17 | DOV DOVER CORPORATION |
Purchase | $15,001 - $50,000 | — | 2023-08-10 | 1423d | — |
| 2019-09-13 | ABT ABBOTT LABORATORIES |
Purchase | $15,001 - $50,000 | — | 2023-08-10 | 1427d | — |
| 2019-09-12 | SSB SOUTHSTATE CORPORATION |
Sale | $15,001 - $50,000 | — | 2023-08-10 | 1428d | — |
| 2019-09-10 | COST COSTCO WHOLESALE CORPORATION |
Purchase | $15,001 - $50,000 | — | 2023-08-10 | 1430d | — |
| 2019-09-10 | KMB KIMBERLY-CLARK CORPORATION |
Purchase | $15,001 - $50,000 | — | 2023-08-10 | 1430d | — |
| 2019-09-10 | SHW SHERWIN-WILLIAMS COMPANY |
Purchase | $50,001 - $100,000 | — | 2023-08-10 | 1430d | — |
| 2019-09-10 | AWK AMERICAN WATER WORKS COMPANY, INC. |
Purchase | $15,001 - $50,000 | — | 2023-08-10 | 1430d | — |
| 2019-09-10 | SSB SOUTHSTATE CORPORATION |
Sale | $15,001 - $50,000 | — | 2023-08-10 | 1430d | — |
| 2019-09-10 | AMZN AMAZON.COM, INC. |
Purchase | $15,001 - $50,000 | — | 2023-08-10 | 1430d | — |
| 2019-08-30 | 912796SH3 US T BILL DUE 03/26/20 |
Purchase | $50,001 - $100,000 | — | 2023-08-10 | 1441d | — |
| 2019-08-29 | INTU INTUIT INC. |
Purchase | $50,001 - $100,000 | — | 2023-08-10 | 1442d | — |
| 2019-08-29 | VZ VERIZON COMMUNICATIONS INC. |
Purchase | $50,001 - $100,000 | — | 2023-08-10 | 1442d | — |
| 2019-08-29 | AMGN AMGEN INC. |
Purchase | $15,001 - $50,000 | — | 2023-08-10 | 1442d | — |
| 2019-08-29 | RDS.B ROYAL DUTCH SHELL PLC ROYAL DUTCH SHELL … |
Purchase | $50,001 - $100,000 | — | 2023-08-10 | 1442d | — |
| 2019-08-28 | ACN ACCENTURE PLC CLASS A ORDINARY SHARES |
Purchase | $15,001 - $50,000 | — | 2023-08-10 | 1443d | — |
| 2019-08-27 | PAYX PAYCHEX, INC. |
Purchase | $15,001 - $50,000 | — | 2023-08-10 | 1444d | — |
| 2019-08-27 | MSFT MICROSOFT CORPORATION |
Purchase | $15,001 - $50,000 | — | 2023-08-10 | 1444d | — |
| 2019-08-22 | WMT WALMART INC. |
Purchase | $15,001 - $50,000 | — | 2023-08-10 | 1449d | — |
| 2019-08-22 | MAR MARRIOTT INTERNATIONAL - CLASS A |
Purchase | $15,001 - $50,000 | — | 2023-08-10 | 1449d | — |
| 2019-08-22 | MMM 3M COMPANY |
Purchase | $15,001 - $50,000 | — | 2023-08-10 | 1449d | — |
| 2019-06-19 | MMM 3M COMPANY |
Purchase | $15,001 - $50,000 | — | 2023-08-10 | 1513d | — |
| 2019-06-19 | BBT BB&T CORPORATION |
Sale | $15,001 - $50,000 | — | 2023-08-10 | 1513d | — |
| 2019-06-07 | KMB KIMBERLY-CLARK CORPORATION |
Purchase | $1,001 - $15,000 | — | 2023-08-10 | 1525d | — |
| 2019-05-22 | SSB SOUTHSTATE CORPORATION |
Sale | $15,001 - $50,000 | — | 2023-08-10 | 1541d | — |
| 2019-05-17 | MMM 3M COMPANY |
Sale | $1,001 - $15,000 | — | 2023-08-10 | 1546d | — |
| 2019-05-15 | DOV DOVER CORPORATION |
Purchase | $15,001 - $50,000 | — | 2023-08-10 | 1548d | — |
| 2019-04-11 | CCL CARNIVAL CORPORATION |
Sale | $1,001 - $15,000 | — | 2023-08-10 | 1582d | — |
| 2019-04-09 | FDX FEDEX CORPORATION |
Sale | $1,001 - $15,000 | — | 2023-08-10 | 1584d | — |
| 2019-04-09 | CAE CAE INC. ORDINARY SHARES |
Purchase | $1,001 - $15,000 | — | 2023-08-10 | 1584d | — |
| 2019-02-15 | 912796QV4 US T BILL DUE 08/15/19 |
Purchase | $15,001 - $50,000 | — | 2023-08-10 | 1637d | — |
| 2019-02-07 | SSB SOUTHSTATE CORPORATION |
Sale | $15,001 - $50,000 | — | 2023-08-10 | 1645d | — |
| 2019-01-25 | UTX UNITED TECHNOLOGIES CORPORATION |
Sale | $1,001 - $15,000 | — | 2023-08-10 | 1658d | — |
| 2018-11-20 | TEL TE CONNECTIVITY LTD. NEW SWITZERLAND REG… |
Sale | $1,001 - $15,000 | — | 2023-08-10 | 1724d | — |
| 2018-08-21 | 912796QX0 US T BILL DUE 02/14/19 |
Purchase | $15,001 - $50,000 | — | 2023-08-10 | 1815d | — |
| 2018-06-28 | WMT WALMART INC. |
Purchase | $1,001 - $15,000 | — | 2023-08-10 | 1869d | — |
| 2018-06-07 | BAYZF BAYER AG ORDINARY SHARES |
Sale | $1,001 - $15,000 | — | 2023-08-10 | 1890d | — |
| 2018-05-23 | WMT WALMART INC. |
Sale | $1,001 - $15,000 | — | 2023-08-10 | 1905d | — |
| 2018-05-23 | PAYX PAYCHEX, INC. |
Purchase | $1,001 - $15,000 | — | 2023-08-10 | 1905d | — |
| 2018-04-27 | BBT BB&T CORPORATION |
Sale | $15,001 - $50,000 | — | 2023-08-10 | 1931d | — |
| 2018-04-11 | DOV DOVER CORPORATION |
Sale | $15,001 - $50,000 | — | 2023-08-10 | 1947d | — |
| 2018-02-07 | CI THE CIGNA GROUP |
Sale | $15,001 - $50,000 | — | 2023-08-10 | 2010d | — |
| 2018-01-29 | CCL CARNIVAL CORPORATION |
Purchase | $1,001 - $15,000 | — | 2023-08-10 | 2019d | — |
| 2018-01-29 | PG PROCTER & GAMBLE COMPANY |
Sale | $1,001 - $15,000 | — | 2023-08-10 | 2019d | — |
| 2018-01-25 | WMT WALMART INC. |
Purchase | $1,001 - $15,000 | — | 2023-08-10 | 2023d | — |
| 2017-11-30 | TEL TE CONNECTIVITY LTD. NEW SWITZERLAND REG… |
Purchase | $1,001 - $15,000 | — | 2023-08-10 | 2079d | — |
| 2017-11-30 | DIS WALT DISNEY COMPANY |
Purchase | $1,001 - $15,000 | — | 2023-08-10 | 2079d | — |
| 2017-11-30 | MRK MERCK & COMPANY, INC. COMMON STOCK |
Sale | $1,001 - $15,000 | — | 2023-08-10 | 2079d | — |
| 2017-11-02 | 36966R5P7 GENERAL ELECTRIC 5.55% DUE 02/15/22 |
Sale | $1,001 - $15,000 | — | 2023-08-10 | 2107d | — |
| 2017-05-16 | GE GENERAL ELECTRIC COMPANY |
Sale | $1,001 - $15,000 | — | 2023-08-10 | 2277d | — |
| 2017-05-16 | FDX FEDEX CORPORATION |
Purchase | $1,001 - $15,000 | — | 2023-08-10 | 2277d | — |
| 2017-04-27 | XOM EXXON MOBIL CORPORATION |
Sale | $1,001 - $15,000 | — | 2023-08-10 | 2296d | — |
| 2017-04-27 | COST COSTCO WHOLESALE CORPORATION |
Purchase | $15,001 - $50,000 | — | 2023-08-10 | 2296d | — |
| 2017-03-23 | BBT BB&T CORPORATION |
Sale | $15,001 - $50,000 | — | 2023-08-10 | 2331d | — |
| 2017-03-23 | BBT BB&T CORPORATION |
Sale | $1,001 - $15,000 | — | 2023-08-10 | 2331d | — |
| 2017-02-13 | O REALTY INCOME CORPORATION |
Sale | $15,001 - $50,000 | — | 2023-08-10 | 2369d | — |
Gap = days from trade to filing; the STOCK Act allows 45. Late rows are marked red. 41.7% of this member's filings in the last five years were late (Congress-wide: 12.1%). Excess-return figures require a real price at both ends; rows without one show "—". Source: historical_trades_dedup, trade_returns.