Disclosed trades · 234 on record, deduplicated
Every STOCK Act periodic transaction report filed by Scott Franklin, 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 |
|---|---|---|---|---|---|---|---|
| 2026-02-10 | HSY | Sale | $1,001 - $15,000 | Spouse | 2026-02-23 | 13d | — |
| 2026-02-10 | HSY | Sale | $50,001 - $100,000 | — | 2026-02-23 | 13d | — |
| 2025-10-14 | IVV REPORTED IT ON PAST PTRS AND ANNUAL FDS.… |
Purchase | $50,001 - $100,000 | — | 2025-10-22 | 8d | — |
| 2025-10-14 | IVV REPORTED IT ON PAST PTRS AND ANNUAL FDS.… |
Purchase | $1,001 - $15,000 | — | 2025-10-22 | 8d | — |
| 2025-10-14 | UNP REPORTED IT ON PAST PTRS AND ANNUAL FDS.… |
Purchase | $50,001 - $100,000 | — | 2025-10-22 | 8d | — |
| 2025-10-14 | UNP UNION PACIFIC CORPORATION COMMON STOCK |
Purchase | $1,001 - $15,000 | — | 2025-10-22 | 8d | — |
| 2025-08-04 | NVO NOVO NORDISK A/S COMMON STOCK |
Purchase | $1,001 - $15,000 | — | 2025-08-14 | 10d | — |
| 2025-08-04 | CMCSA COMCAST CORPORATION - CLASS A COMMON STO… |
Sale | $15,001 - $50,000 | — | 2025-08-14 | 10d | — |
| 2025-08-04 | CMCSA COMCAST CORPORATION - CLASS A COMMON STO… |
Sale | $1,001 - $15,000 | — | 2025-08-14 | 10d | — |
| 2025-08-04 | NVO NOVO NORDISK A/S COMMON STOCK |
Purchase | $15,001 - $50,000 | — | 2025-08-14 | 10d | — |
| 2025-07-22 | UPS UNITED PARCEL SERVICE, INC. COMMON STOCK |
Sale | $1,001 - $15,000 | — | 2025-07-31 | 9d | — |
| 2025-07-22 | UPS UNITED PARCEL SERVICE, INC. COMMON STOCK |
Sale | $50,001 - $100,000 | — | 2025-07-31 | 9d | — |
| 2025-06-16 | CSCO CISCO SYSTEMS, INC. - COMMON STOCK |
Sale | $1,001 - $15,000 | — | 2025-07-14 | 28d | — |
| 2025-06-16 | HD HOME DEPOT, INC. |
Sale | $15,001 - $50,000 | — | 2025-07-14 | 28d | — |
| 2025-06-16 | MCD MCDONALD'S CORPORATION COMMON STOCK |
Sale | $15,001 - $50,000 | — | 2025-07-14 | 28d | — |
| 2025-06-16 | AAPL APPLE INC. - COMMON STOCK |
Sale | $15,001 - $50,000 | — | 2025-07-14 | 28d | — |
| 2025-06-16 | MRK MERCK & COMPANY, INC. COMMON STOCK |
Sale | $1,001 - $15,000 | — | 2025-07-14 | 28d | — |
| 2025-06-16 | JNJ JOHNSON & JOHNSON COMMON STOCK |
Sale | $15,001 - $50,000 | — | 2025-07-14 | 28d | — |
| 2025-06-16 | JPM JP MORGAN CHASE & CO. COMMON STOCK |
Sale | $15,001 - $50,000 | — | 2025-07-14 | 28d | — |
| 2025-06-16 | MSFT MICROSOFT CORPORATION - COMMON STOCK |
Sale | $15,001 - $50,000 | — | 2025-07-14 | 28d | — |
| 2025-06-16 | UPS UNITED PARCEL SERVICE, INC. COMMON STOCK |
Sale | $1,001 - $15,000 | — | 2025-07-14 | 28d | — |
| 2025-06-16 | WMT WALMART INC. COMMON STOCK |
Sale | $15,001 - $50,000 | — | 2025-07-14 | 28d | — |
| 2025-06-16 | KVUE KENVUE INC. COMMON STOCK |
Sale | $1,001 - $15,000 | — | 2025-07-14 | 28d | — |
| 2025-06-16 | BRK.B BERKSHIRE HATHAWAY INC. NEW COMMON STOCK |
Sale | $15,001 - $50,000 | — | 2025-07-14 | 28d | — |
| 2025-06-16 | PEP PEPSICO, INC. |
Sale | $1,001 - $15,000 | — | 2025-07-14 | 28d | — |
| 2025-06-16 | V VISA INC. |
Sale | $15,001 - $50,000 | — | 2025-07-14 | 28d | — |
| 2025-06-16 | PG PROCTER & GAMBLE COMPANY |
Sale | $15,001 - $50,000 | — | 2025-07-14 | 28d | — |
| 2025-06-16 | GOOG ALPHABET INC. - CLASS C CAPITAL STOCK |
Sale | $1,001 - $15,000 | — | 2025-07-14 | 28d | — |
| 2025-04-21 | UNP UNION PACIFIC CORPORATION COMMON STOCK |
Purchase | $1,001 - $15,000 | — | 2025-06-02 | 42d | — |
| 2025-04-10 | BWIN THE BALDWIN INSURANCE GROUP, INC. - CLAS… |
Sale | $500,001 - $1,000,000 | — | 2025-04-17 | 7d | — |
| 2025-03-27 | NVO NOVO NORDISK A/S COMMON STOCK |
Purchase | $1,001 - $15,000 | — | 2025-04-11 | 15d | — |
| 2025-03-27 | NVO NOVO NORDISK A/S COMMON STOCK |
Purchase | $15,001 - $50,000 | — | 2025-04-11 | 15d | — |
| 2025-02-26 | AMZN AMAZON.COM, INC. - COMMON STOCK |
Purchase | $50,001 - $100,000 | — | 2025-03-18 | 20d | — |
| 2025-02-26 | AMZN AMAZON.COM, INC. - COMMON STOCK |
Purchase | $1,001 - $15,000 | — | 2025-03-18 | 20d | — |
| 2025-02-18 | LMT LOCKHEED MARTIN CORPORATION COMMON STOCK |
Purchase | $1,001 - $15,000 | — | 2025-03-18 | 28d | — |
| 2025-02-18 | LMT LOCKHEED MARTIN CORPORATION COMMON STOCK |
Purchase | $15,001 - $50,000 | — | 2025-03-18 | 28d | — |
| 2025-02-07 | BWIN THE BALDWIN INSURANCE GROUP, INC. - CLAS… |
Sale | $1,000,001 - $5,000,000 | — | 2025-02-23 | 16d | — |
| 2025-02-06 | BWIN THE BALDWIN INSURANCE GROUP, INC. - CLAS… |
Sale | $15,001 - $50,000 | — | 2025-02-23 | 17d | — |
| 2025-01-28 | COST COSTCO WHOLESALE CORPORATION - COMMON ST… |
Sale | $1,001 - $15,000 | — | 2025-03-18 | 49d | — |
| 2025-01-28 | COST COSTCO WHOLESALE CORPORATION - COMMON ST… |
Sale | $50,001 - $100,000 | — | 2025-03-18 | 49d | — |
| 2024-09-25 | ITW ILLINOIS TOOL WORKS INC. COMMON STOCK |
purchase | $1,001 - $15,000 | — | 2024-10-15 | 20d | — |
| 2024-09-25 | ITW ILLINOIS TOOL WORKS INC. COMMON STOCK |
Purchase | $50,001 - $100,000 | — | 2024-10-15 | 20d | — |
| 2024-09-25 | WMT, SBUX, BRKB AND AAPL C�������: OUR BROKER SOLD PARTIAL HOLDIN… |
Purchase | $1,001 - $15,000 | — | 2025-07-03 | 281d | — |
| 2024-09-25 | ITW C�������: OUR BROKER PURCHASED SHARES OF… |
Purchase | $1,001 - $15,000 | — | 2025-07-03 | 281d | — |
| 2024-09-24 | ADP AUTOMATIC DATA PROCESSING, INC. - COMMON… |
Purchase | $1,001 - $15,000 | — | 2024-10-15 | 21d | — |
| 2024-09-24 | ADP AUTOMATIC DATA PROCESSING, INC. - COMMON… |
Purchase | $50,001 - $100,000 | — | 2024-10-15 | 21d | — |
| 2024-08-14 | SBUX STARBUCKS CORPORATION - COMMON STOCK |
Sale | $100,001 - $250,000 | — | 2024-08-20 | 6d | — |
| 2024-08-14 | SBUX STARBUCKS CORPORATION - COMMON STOCK |
Sale | $1,001 - $15,000 | — | 2024-08-20 | 6d | — |
| 2024-08-07 | SBUX STARBUCKS CORPORATION - COMMON STOCK |
Purchase | $15,001 - $50,000 | — | 2024-08-20 | 13d | — |
| 2024-08-07 | QQQM INVESCO EXCHANGE TRADED FD TR II NASDAQ … |
Purchase | $50,001 - $100,000 | — | 2024-08-20 | 13d | — |
| 2024-08-07 | SBUX C�������: OUR BROKER PURCHASED SHARES OF… |
Purchase | $1,001 - $15,000 | — | 2025-07-03 | 330d | — |
| 2024-08-07 | JNJ JOHNSON & JOHNSON COMMON STOCK |
Purchase | $15,001 - $50,000 | — | 2024-08-20 | 13d | — |
| 2024-08-07 | UPS C�������: OUR BROKER PURCHASED SHARES OF… |
Purchase | $1,001 - $15,000 | — | 2025-07-03 | 330d | — |
| 2024-08-07 | WMT C�������: OUR BROKER PURCHASED SHARES OF… |
Purchase | $1,001 - $15,000 | — | 2025-07-03 | 330d | — |
| 2024-08-07 | CB C�������: OUR BROKER PURCHASED SHARES OF… |
Purchase | $1,001 - $15,000 | — | 2025-07-03 | 330d | — |
| 2024-08-07 | HSY THE HERSHEY COMPANY COMMON STOCK |
Purchase | $50,001 - $100,000 | — | 2024-08-20 | 13d | — |
| 2024-08-07 | GOOG C�������: OUR BROKER PURCHASED SHARES OF… |
Purchase | $1,001 - $15,000 | — | 2025-07-03 | 330d | — |
| 2024-08-07 | SDVY C�������: OUR BROKER PURCHASED SHARES OF… |
Purchase | $1,001 - $15,000 | — | 2025-07-03 | 330d | — |
| 2024-08-07 | JPM C�������: OUR BROKER PURCHASED SHARES OF… |
Purchase | $1,001 - $15,000 | — | 2025-07-03 | 330d | — |
| 2024-08-07 | V C�������: OUR BROKER PURCHASED SHARES OF… |
Purchase | $1,001 - $15,000 | — | 2025-07-03 | 330d | — |
| 2024-08-07 | MSFT C�������: OUR BROKER PURCHASED SHARES OF… |
Purchase | $1,001 - $15,000 | — | 2025-07-03 | 330d | — |
| 2024-08-07 | FBKWX C�������: OUR BROKER PURCHASED SHARES OF… |
Purchase | $1,001 - $15,000 | — | 2025-07-03 | 330d | — |
| 2024-08-07 | AMGN AMGEN INC. - COMMON STOCK |
Purchase | $50,001 - $100,000 | — | 2024-08-20 | 13d | — |
| 2024-08-07 | MRK C�������: OUR BROKER PURCHASED SHARES OF… |
Purchase | $1,001 - $15,000 | — | 2025-07-03 | 330d | — |
| 2024-08-07 | GD GENERAL DYNAMICS CORPORATION COMMON STOC… |
Purchase | $50,001 - $100,000 | — | 2024-08-20 | 13d | — |
| 2024-08-07 | LSYIX C�������: OUR BROKER PURCHASED SHARES OF… |
Purchase | $1,001 - $15,000 | — | 2025-07-03 | 330d | — |
| 2024-08-07 | APD C�������: OUR BROKER PURCHASED SHARES OF… |
Purchase | $1,001 - $15,000 | — | 2025-07-03 | 330d | — |
| 2024-08-07 | ACN ACCENTURE PLC CLASS A ORDINARY SHARES |
Purchase | $50,001 - $100,000 | — | 2024-08-20 | 13d | — |
| 2024-08-07 | WMT, SBUX, BRKB AND AAPL C�������: OUR BROKER SOLD PARTIAL HOLDIN… |
Purchase | $1,001 - $15,000 | — | 2025-07-03 | 330d | — |
| 2024-08-07 | LSYIX LORD ABBETT SHORT DURATION HIGH YLD I |
Purchase | $50,001 - $100,000 | — | 2024-08-20 | 13d | — |
| 2024-08-07 | QQQM C�������: OUR BROKER PURCHASED SHARES OF… |
Purchase | $1,001 - $15,000 | — | 2025-07-03 | 330d | — |
| 2024-08-07 | PEP C�������: OUR BROKER PURCHASED SHARES OF… |
Purchase | $1,001 - $15,000 | — | 2025-07-03 | 330d | — |
| 2024-08-07 | UNH C�������: OUR BROKER PURCHASED SHARES OF… |
Purchase | $1,001 - $15,000 | — | 2025-07-03 | 330d | — |
| 2024-08-07 | PG C�������: OUR BROKER PURCHASED SHARES OF… |
Purchase | $1,001 - $15,000 | — | 2025-07-03 | 330d | — |
| 2024-08-07 | CMCSA C�������: OUR BROKER PURCHASED SHARES OF… |
Purchase | $1,001 - $15,000 | — | 2025-07-03 | 330d | — |
| 2024-08-07 | CB CHUBB LIMITED COMMON STOCK |
Purchase | $50,001 - $100,000 | — | 2024-08-20 | 13d | — |
| 2024-08-07 | HD C�������: OUR BROKER PURCHASED SHARES OF… |
Purchase | $1,001 - $15,000 | — | 2025-07-03 | 330d | — |
| 2024-08-07 | ACN ACCENTURE PLC CLASS A ORDINARY SHARES |
Purchase | $1,001 - $15,000 | — | 2025-07-03 | 330d | — |
| 2024-08-07 | MCD C�������: OUR BROKER PURCHASED SHARES OF… |
Purchase | $1,001 - $15,000 | — | 2025-07-03 | 330d | — |
| 2024-08-07 | FBKWX FIDELITY ADVISOR TOTAL BOND CL Z |
Purchase | $100,001 - $250,000 | — | 2024-08-20 | 13d | — |
| 2024-08-07 | COST C�������: OUR BROKER PURCHASED SHARES OF… |
Purchase | $1,001 - $15,000 | — | 2025-07-03 | 330d | — |
| 2024-08-07 | AAPL APPLE INC. - COMMON STOCK |
Purchase | $1,001 - $15,000 | — | 2025-07-03 | 330d | — |
| 2024-08-07 | UPS UNITED PARCEL SERVICE, INC. COMMON STOCK |
Purchase | $15,001 - $50,000 | — | 2024-08-20 | 13d | — |
| 2024-08-07 | JNJ C�������: OUR BROKER PURCHASED SHARES OF… |
Purchase | $1,001 - $15,000 | — | 2025-07-03 | 330d | — |
| 2024-08-07 | AMGN C�������: OUR BROKER PURCHASED SHARES OF… |
Purchase | $1,001 - $15,000 | — | 2025-07-03 | 330d | — |
| 2024-08-07 | APD AIR PRODUCTS AND CHEMICALS, INC. COMMON … |
Purchase | $50,001 - $100,000 | — | 2024-08-20 | 13d | — |
| 2024-08-07 | GD C�������: OUR BROKER PURCHASED SHARES OF… |
Purchase | $1,001 - $15,000 | — | 2025-07-03 | 330d | — |
| 2024-08-07 | LMT C�������: OUR BROKER PURCHASED SHARES OF… |
Purchase | $1,001 - $15,000 | — | 2025-07-03 | 330d | — |
| 2024-08-06 | DFS DISCOVER FINANCIAL SERVICES COMMON STOCK |
Sale | $50,001 - $100,000 | — | 2024-08-20 | 14d | — |
| 2024-08-06 | BRKB BERKSHIRE HATHAWAY INC COM USD0.0033 CLA… |
Sale | $15,001 - $50,000 | — | 2024-08-20 | 14d | — |
| 2024-08-06 | PFE PFIZER, INC. COMMON STOCK |
Sale | $15,001 - $50,000 | — | 2024-08-20 | 14d | — |
| 2024-08-06 | ONEQ FIDELITY NASDAQ COMPOSITE INDEX ETF |
Sale | $15,001 - $50,000 | — | 2024-08-20 | 14d | — |
| 2024-08-06 | AAPL APPLE INC. - COMMON STOCK |
Sale | $15,001 - $50,000 | — | 2024-08-20 | 14d | — |
| 2024-08-06 | FFRHX FIDELITY FLOATING HIGH RATE INCOME |
Sale | $1,001 - $15,000 | — | 2024-08-20 | 14d | — |
| 2024-08-06 | MSFT MICROSOFT CORPORATION - COMMON STOCK |
Sale | $15,001 - $50,000 | — | 2024-08-20 | 14d | — |
| 2024-08-06 | COST COSTCO WHOLESALE CORPORATION - COMMON ST… |
Sale | $15,001 - $50,000 | — | 2024-08-20 | 14d | — |
| 2024-08-06 | JPM JP MORGAN CHASE & CO. COMMON STOCK |
Sale | $15,001 - $50,000 | — | 2024-08-20 | 14d | — |
| 2024-08-06 | WMT WALMART INC. COMMON STOCK |
Sale | $15,001 - $50,000 | — | 2024-08-20 | 14d | — |
| 2024-08-06 | KVUE KENVUE INC. COMMON STOCK |
Sale | $1,001 - $15,000 | — | 2024-08-20 | 14d | — |
| 2024-08-06 | IJR ISHARES CORE S&P SMALL CAP E |
Sale | $1,001 - $15,000 | — | 2024-08-20 | 14d | — |
| 2024-08-06 | FQAL FIDELITY QUALITY FACTOR ETF |
Sale | $15,001 - $50,000 | — | 2024-08-20 | 14d | — |
| 2024-08-06 | LUBYX LORD ABBOTT ULTRA SHORT BOND CL I |
Sale | $1,001 - $15,000 | — | 2024-08-20 | 14d | — |
| 2024-08-06 | DGRO ISHARES TRUST CORE DIVID GWTH |
Sale | $15,001 - $50,000 | — | 2024-08-20 | 14d | — |
| 2024-08-06 | QQQ INVESCO QQQ TR UNIT SER 1 |
Sale | $100,001 - $250,000 | — | 2024-08-20 | 14d | — |
| 2024-08-06 | IJR ISHARES CORE S&P SMALL CAP E |
Sale | $50,001 - $100,000 | — | 2024-08-20 | 14d | — |
| 2024-08-06 | NEE NEXTERA ENERGY, INC. COMMON STOCK |
Sale | $50,001 - $100,000 | — | 2024-08-20 | 14d | — |
| 2024-08-02 | QQQM INVESCO EXCHANGE TRADED FD TR II NASDAQ … |
Purchase | $1,001 - $15,000 | — | 2024-08-20 | 18d | — |
| 2024-08-02 | MRK MERCK & COMPANY, INC. COMMON STOCK |
Purchase | $1,001 - $15,000 | — | 2024-08-20 | 18d | — |
| 2024-08-02 | JNJ JOHNSON & JOHNSON COMMON STOCK |
Purchase | $1,001 - $15,000 | — | 2024-08-20 | 18d | — |
| 2024-08-02 | ACN ACCENTURE PLC CLASS A ORDINARY SHARES |
Purchase | $1,001 - $15,000 | — | 2024-08-20 | 18d | — |
| 2024-08-02 | LSYIX LORD ABBETT SHORT DURATION HIGH YLD I |
Purchase | $1,001 - $15,000 | — | 2024-08-20 | 18d | — |
| 2024-08-02 | FBKWX FIDELITY ADVISOR TOTAL BOND CL Z |
Purchase | $15,001 - $50,000 | — | 2024-08-20 | 18d | — |
| 2024-08-02 | SBUX STARBUCKS CORPORATION - COMMON STOCK |
Purchase | $1,001 - $15,000 | — | 2024-08-20 | 18d | — |
| 2024-08-02 | MCD MCDONALD'S CORPORATION COMMON STOCK |
Purchase | $1,001 - $15,000 | — | 2024-08-20 | 18d | — |
| 2024-08-02 | GD GENERAL DYNAMICS CORPORATION COMMON STOC… |
Purchase | $1,001 - $15,000 | — | 2024-08-20 | 18d | — |
| 2024-08-02 | UPS UNITED PARCEL SERVICE, INC. COMMON STOCK |
Purchase | $1,001 - $15,000 | — | 2024-08-20 | 18d | — |
| 2024-08-02 | APD AIR PRODUCTS AND CHEMICALS, INC. COMMON … |
Purchase | $1,001 - $15,000 | — | 2024-08-20 | 18d | — |
| 2024-08-02 | PG PROCTER & GAMBLE COMPANY |
Purchase | $1,001 - $15,000 | — | 2024-08-20 | 18d | — |
| 2024-08-02 | AMGN AMGEN INC. - COMMON STOCK |
Purchase | $1,001 - $15,000 | — | 2024-08-20 | 18d | — |
| 2024-08-02 | CB CHUBB LIMITED COMMON STOCK |
Purchase | $1,001 - $15,000 | — | 2024-08-20 | 18d | — |
| 2024-08-02 | PEP PEPSICO, INC. |
Purchase | $1,001 - $15,000 | — | 2024-08-20 | 18d | — |
| 2024-08-01 | AAPL APPLE INC. - COMMON STOCK |
Sale | $1,001 - $15,000 | — | 2024-08-20 | 19d | — |
| 2024-08-01 | DFS DISCOVER FINANCIAL SERVICES COMMON STOCK |
Sale | $1,001 - $15,000 | — | 2024-08-20 | 19d | — |
| 2024-08-01 | KVUE KENVUE INC. COMMON STOCK |
Sale | $447.03 | — | 2024-08-20 | 19d | — |
| 2024-08-01 | PFE PFIZER, INC. COMMON STOCK |
Sale | $1,001 - $15,000 | — | 2024-08-20 | 19d | — |
| 2024-08-01 | CSCO CISCO SYSTEMS, INC. - COMMON STOCK |
Sale | $1,001 - $15,000 | — | 2024-08-20 | 19d | — |
| 2024-08-01 | BRKB BERKSHIRE HATHAWAY INC COM USD0.0033 CLA… |
Sale | $1,001 - $15,000 | — | 2024-08-20 | 19d | — |
| 2024-08-01 | LMT LOCKHEED MARTIN CORPORATION COMMON STOCK |
Sale | $1,001 - $15,000 | — | 2024-08-20 | 19d | — |
| 2024-08-01 | COST COSTCO WHOLESALE CORPORATION - COMMON ST… |
Sale | $1,001 - $15,000 | — | 2024-08-20 | 19d | — |
| 2024-08-01 | NEE NEXTERA ENERGY, INC. COMMON STOCK |
Sale | $1,001 - $15,000 | — | 2024-08-20 | 19d | — |
| 2024-08-01 | WMT WALMART INC. COMMON STOCK |
Sale | $1,001 - $15,000 | — | 2024-08-20 | 19d | — |
| 2024-08-01 | GOOG ALPHABET INC. - CLASS C CAPITAL STOCK |
Sale | $1,001 - $15,000 | — | 2024-08-20 | 19d | — |
| 2024-08-01 | JPM JP MORGAN CHASE & CO. COMMON STOCK |
Sale | $1,001 - $15,000 | — | 2024-08-20 | 19d | — |
| 2024-05-08 | BRP THE BALDWIN INSURANCE GROUP, INC. - CLAS… |
Sale | $500,001 - $1,000,000 | — | 2024-06-02 | 25d | — |
| 2024-04-09 | BRP BRP GROUP, INC. - CLASS A COMMON STOCK |
Sale | $1,001 - $15,000 | — | 2024-04-23 | 14d | — |
| 2024-03-21 | BRP BRP GROUP, INC. - CLASS A COMMON STOCK |
Sale | $1,000,001 - $5,000,000 | — | 2024-04-23 | 33d | — |
| 2024-01-30 | AAPL C�������: OUR BROKER PURCHASED SHARES OF… |
Sale | $1,001 - $15,000 | — | 2025-07-03 | 520d | — |
| 2024-01-30 | BRK.B C�������: OUR BROKER PURCHASED SHARES OF… |
Sale | $1,001 - $15,000 | — | 2025-07-03 | 520d | — |
| 2024-01-30 | WMT C�������: OUR BROKER PURCHASED SHARES OF… |
Sale | $1,001 - $15,000 | — | 2025-07-03 | 520d | — |
| 2024-01-30 | SBUX C�������: OUR BROKER PURCHASED SHARES OF… |
Sale | $1,001 - $15,000 | — | 2025-07-03 | 520d | — |
| 2023-09-11 | JPM JP MORGAN CHASE & CO. |
Sale | $15,001 - $50,000 | — | 2023-10-12 | 31d | — |
| 2023-09-11 | AAPL APPLE INC. |
Sale | $15,001 - $50,000 | — | 2023-10-12 | 31d | — |
| 2023-09-11 | DFS DISCOVER FINANCIAL SERVICES |
Sale | $15,001 - $50,000 | — | 2023-10-12 | 31d | — |
| 2023-09-11 | GOOG ALPHABET INC. - CLASS C CAPITAL STOCK |
Sale | $50,001 - $100,000 | — | 2023-10-12 | 31d | — |
| 2023-09-11 | BRK.B BERKSHIRE HATHAWAY INC. NEW |
Sale | $15,001 - $50,000 | — | 2023-10-12 | 31d | — |
| 2023-09-11 | JNJ JOHNSON & JOHNSON |
Sale | $15,001 - $50,000 | — | 2023-10-12 | 31d | — |
| 2023-09-11 | IJR ISHARES CORE S&P SMALL-CAP ETF |
Sale | $1,001 - $15,000 | — | 2023-10-12 | 31d | — |
| 2023-09-11 | NEE NEXTERA ENERGY, INC. |
Sale | $15,001 - $50,000 | — | 2023-10-12 | 31d | — |
| 2023-09-11 | UNH UNITEDHEALTH GROUP INCORPORATED COMMON S… |
Sale | $15,001 - $50,000 | — | 2023-10-12 | 31d | — |
| 2023-09-11 | CSCO CISCO SYSTEMS, INC. |
Sale | $50,001 - $100,000 | — | 2023-10-12 | 31d | — |
| 2023-09-11 | PFE PFIZER, INC. |
Sale | $1,001 - $15,000 | — | 2023-10-12 | 31d | — |
| 2023-09-11 | V VISA INC. |
Sale | $15,001 - $50,000 | — | 2023-10-12 | 31d | — |
| 2023-09-11 | MSFT MICROSOFT CORPORATION |
Sale | $15,001 - $50,000 | — | 2023-10-12 | 31d | — |
| 2023-09-11 | HD HOME DEPOT, INC. |
Sale | $15,001 - $50,000 | — | 2023-10-12 | 31d | — |
| 2023-09-11 | PG PROCTER & GAMBLE COMPANY |
Sale | $15,001 - $50,000 | — | 2023-10-12 | 31d | — |
| 2023-09-11 | PEP PEPSICO, INC. |
Sale | $15,001 - $50,000 | — | 2023-10-12 | 31d | — |
| 2023-09-11 | UPS UNITED PARCEL SERVICE, INC. |
Sale | $15,001 - $50,000 | — | 2023-10-12 | 31d | — |
| 2023-09-11 | QQQ INVESCO QQQ TRUST, SERIES 1 |
Sale | $1,001 - $15,000 | — | 2023-10-12 | 31d | — |
| 2023-09-11 | SBUX STARBUCKS CORPORATION |
Sale | $15,001 - $50,000 | — | 2023-10-12 | 31d | — |
| 2023-09-11 | MCD MCDONALD'S CORPORATION |
Sale | $15,001 - $50,000 | — | 2023-10-12 | 31d | — |
| 2023-09-11 | MRK MERCK & COMPANY, INC. COMMON STOCK |
Sale | $15,001 - $50,000 | — | 2023-10-12 | 31d | — |
| 2023-09-11 | WMT WALMART INC. |
Sale | $15,001 - $50,000 | — | 2023-10-12 | 31d | — |
| 2023-09-11 | FMCSX FIDELITY MID-CAP STOCK FUND |
Sale | $1,001 - $15,000 | — | 2023-10-12 | 31d | — |
| 2023-04-19 | QQQ INVESCO QQQ TRUST, SERIES 1 |
Sale | $1,001 - $15,000 | — | 2023-05-23 | 34d | — |
| 2023-04-19 | CMCSA COMCAST CORPORATION - CLASS A |
Purchase | $50,001 - $100,000 | — | 2023-05-23 | 34d | — |
| 2023-04-19 | SBUX STARBUCKS CORPORATION |
Sale | $1,001 - $15,000 | — | 2023-05-23 | 34d | — |
| 2023-04-19 | CMCSA COMCAST CORPORATION - CLASS A |
Purchase | $1,001 - $15,000 | — | 2023-05-23 | 34d | — |
| 2023-04-19 | IVV ISHARES CORE S&P 500 ETF |
Purchase | $1,001 - $15,000 | — | 2023-05-23 | 34d | — |
| 2023-04-19 | AAPL APPLE INC. |
Sale | $1,001 - $15,000 | — | 2023-05-23 | 34d | — |
| 2023-04-19 | COST COSTCO WHOLESALE CORPORATION |
Purchase | $50,001 - $100,000 | — | 2023-05-23 | 34d | — |
| 2023-04-19 | IJR ISHARES CORE S&P SMALL-CAP ETF |
Sale | $1,001 - $15,000 | — | 2023-05-23 | 34d | — |
| 2023-04-19 | COST COSTCO WHOLESALE CORPORATION |
Purchase | $1,001 - $15,000 | — | 2023-05-23 | 34d | — |
| 2023-04-19 | FQAL FIDELITY QUALITY FACTOR ETF |
Purchase | $1,001 - $15,000 | — | 2023-05-23 | 34d | — |
| 2023-02-21 | QQQ INVESCO QQQ TRUST, SERIES 1 |
Sale | $1,001 - $15,000 | — | 2023-03-07 | 14d | — |
| 2023-02-21 | BRK.A BERKSHIRE HATHAWAY INC. |
Sale | $15,001 - $50,000 | — | 2023-03-07 | 14d | — |
| 2023-02-21 | WMT WALMART INC. |
Sale | $15,001 - $50,000 | — | 2023-03-07 | 14d | — |
| 2023-02-21 | MSFT MICROSOFT CORPORATION |
Sale | $15,001 - $50,000 | — | 2023-03-07 | 14d | — |
| 2023-02-15 | IJR ISHARES CORE S&P SMALL-CAP ETF |
Sale | $50,001 - $100,000 | — | 2023-03-07 | 20d | — |
| 2023-02-15 | NEE NEXTERA ENERGY, INC. |
Sale | $15,001 - $50,000 | — | 2023-03-07 | 20d | — |
| 2023-02-15 | JPM JP MORGAN CHASE & CO. |
Sale | $50,001 - $100,000 | — | 2023-03-07 | 20d | — |
| 2023-02-15 | BRK.B BERKSHIRE HATHAWAY INC. NEW |
Sale | $50,001 - $100,000 | — | 2023-03-07 | 20d | — |
| 2023-02-15 | UNH UNITEDHEALTH GROUP INCORPORATED COMMON S… |
Sale | $15,001 - $50,000 | — | 2023-03-07 | 20d | — |
| 2023-02-15 | CSCO CISCO SYSTEMS, INC. |
Sale | $15,001 - $50,000 | — | 2023-03-07 | 20d | — |
| 2023-02-15 | QQQ INVESCO QQQ TRUST, SERIES 1 |
Sale | $50,001 - $100,000 | — | 2023-03-07 | 20d | — |
| 2023-02-15 | VZ VERIZON COMMUNICATIONS INC. |
Sale | $50,001 - $100,000 | — | 2023-03-07 | 20d | — |
| 2023-02-15 | MDT MEDTRONIC PLC. ORDINARY SHARES |
Sale | $50,001 - $100,000 | — | 2023-03-07 | 20d | — |
| 2023-02-15 | MSFT MICROSOFT CORPORATION |
Sale | $15,001 - $50,000 | — | 2023-03-07 | 20d | — |
| 2023-02-15 | PFE PFIZER, INC. |
Sale | $15,001 - $50,000 | — | 2023-03-07 | 20d | — |
| 2023-02-15 | SBUX STARBUCKS CORPORATION |
Sale | $50,001 - $100,000 | — | 2023-03-07 | 20d | — |
| 2023-02-15 | AAPL APPLE INC. |
Sale | $15,001 - $50,000 | — | 2023-03-07 | 20d | — |
| 2023-02-15 | UPS UNITED PARCEL SERVICE, INC. |
Sale | $15,001 - $50,000 | — | 2023-03-07 | 20d | — |
| 2023-02-15 | CMCSA COMCAST CORPORATION - CLASS A |
Sale | $50,001 - $100,000 | — | 2023-03-07 | 20d | — |
| 2023-02-15 | PNC PNC FINANCIAL SERVICES GROUP, INC. |
Sale | $15,001 - $50,000 | — | 2023-03-07 | 20d | — |
| 2022-09-13 | CSCO CISCO SYSTEMS, INC. |
Purchase | $15,001 - $50,000 | — | 2022-10-11 | 28d | — |
| 2022-09-13 | CSCO CISCO SYSTEMS, INC. |
Purchase | $1,001 - $15,000 | — | 2022-10-11 | 28d | — |
| 2022-09-13 | MDT MEDTRONIC PLC. ORDINARY SHARES |
Purchase | $15,001 - $50,000 | — | 2022-10-11 | 28d | — |
| 2022-09-13 | WMT WALMART INC. |
Purchase | $15,001 - $50,000 | — | 2022-10-11 | 28d | — |
| 2022-09-13 | ONEQ FIDELITY NASDAQ COMPOSITE INDEX ETF |
Purchase | $1,001 - $15,000 | — | 2022-10-11 | 28d | — |
| 2022-09-13 | WMT WALMART INC. |
Purchase | $1,001 - $15,000 | — | 2022-10-11 | 28d | — |
| 2022-09-13 | IVW ISHARES S&P 500 GROWTH ETF |
Purchase | $1,001 - $15,000 | — | 2022-10-11 | 28d | — |
| 2022-09-13 | MSFT MICROSOFT CORPORATION |
Purchase | $15,001 - $50,000 | — | 2022-10-11 | 28d | — |
| 2022-09-13 | MDT MEDTRONIC PLC. ORDINARY SHARES |
Purchase | $1,001 - $15,000 | — | 2022-10-11 | 28d | — |
| 2022-09-13 | FCNTX FIDELITY CONTRAFUND |
Purchase | $1,001 - $15,000 | — | 2022-10-11 | 28d | — |
| 2022-09-12 | LMT LOCKHEED MARTIN CORPORATION |
Purchase | $50,001 - $100,000 | — | 2022-10-11 | 29d | — |
| 2022-09-12 | LMT LOCKHEED MARTIN CORPORATION |
Purchase | $1,001 - $15,000 | — | 2022-10-11 | 29d | — |
| 2022-09-09 | LUBYX LORD ABBETT ULTRA SHORT BOND CL I |
Purchase | $100,001 - $250,000 | — | 2022-10-11 | 32d | — |
| 2022-09-09 | LUBYX LORD ABBETT ULTRA SHORT BOND CL I |
Purchase | $15,001 - $50,000 | — | 2022-10-11 | 32d | — |
| 2022-09-09 | HD HOME DEPOT, INC. |
Purchase | $1,001 - $15,000 | — | 2022-10-11 | 32d | — |
| 2022-09-09 | FBKWX FIDELITY ADVISOR TOTAL BOND CL Z |
Sale | $1,001 - $15,000 | — | 2022-10-11 | 32d | — |
| 2022-09-09 | SBUX STARBUCKS CORPORATION |
Purchase | $15,001 - $50,000 | — | 2022-10-11 | 32d | — |
| 2022-09-09 | SBUX STARBUCKS CORPORATION |
Purchase | $1,001 - $15,000 | — | 2022-10-11 | 32d | — |
| 2022-09-09 | LUBYX LORD ABBETT ULTRA SHORT BOND CL I |
Purchase | $1,001 - $15,000 | — | 2022-10-11 | 32d | — |
| 2022-09-09 | HD HOME DEPOT, INC. |
Purchase | $15,001 - $50,000 | — | 2022-10-11 | 32d | — |
| 2022-09-08 | FBKWX FIDELITY ADVISOR TOTAL BOND CL Z |
Sale | $15,001 - $50,000 | — | 2022-10-11 | 33d | — |
| 2022-09-08 | FBKWX FIDELITY ADVISOR TOTAL BOND CL Z |
Sale | $100,001 - $250,000 | — | 2022-10-11 | 33d | — |
| 2022-03-21 | GOOGL ALPHABET INC |
Exchange | $100,001 - $250,000 | — | 2022-04-08 | 18d | — |
| 2022-03-21 | MSFT MICROSOFT CORP |
Sale | $100,001 - $250,000 | — | 2022-04-08 | 18d | — |
| 2022-03-21 | SBUX STARBUCKS CORP |
Purchase | $500,001 - $1,000,000 | — | 2022-04-08 | 18d | — |
| 2022-03-21 | CMCSA COMCAST CORP |
Purchase | $500,001 - $1,000,000 | — | 2022-04-08 | 18d | — |
| 2022-03-21 | AAPL APPLE INC |
Exchange | $15,001 - $50,000 | — | 2022-04-08 | 18d | — |
| 2022-03-21 | IVZ INVESCO QQQ TRUST UNIT |
Purchase | $100,001 - $250,000 | — | 2022-04-08 | 18d | — |
| 2022-03-21 | JPM JPMORGAN CHASE & CO |
Sale | $100,001 - $250,000 | — | 2022-04-08 | 18d | — |
| 2022-03-15 | MDT MEDTRONIC PLC |
Purchase | $250,001 - $500,000 | — | 2022-04-08 | 24d | — |
| 2022-03-15 | VZ VERIZON COMMUNICATIONS INC |
Purchase | $15,001 - $50,000 | — | 2022-04-08 | 24d | — |
| 2022-03-11 | WMT WALMART INC |
Purchase | $100,001 - $250,000 | — | 2022-04-08 | 28d | — |
| 2022-03-10 | V VISA INC |
Purchase | $500,001 - $1,000,000 | — | 2022-04-08 | 29d | — |
| 2021-05-20 | VTRS VIATRIS INC COMMON STOCK |
Purchase | $250,001 - $500,000 | — | 2021-06-08 | 19d | — |
| 2021-05-20 | T AT&T INC COMMON STOCK |
Sale | $5,000,001 - $25,000,000 | — | 2021-06-08 | 19d | — |
| 2021-05-20 | DFS DISCOVER FINANCIAL SERVICES COMMON STOCK |
Sale | $1,000,001 - $5,000,000 | — | 2021-06-08 | 19d | — |
| 2021-05-20 | DFS DISCOVER FINANCIAL SERVICES COMMON STOCK |
Purchase | $100,001 - $250,000 | — | 2021-06-15 | 26d | — |
| 2021-05-20 | DFS DISCOVER FINANCIAL SERVICES COMMON STOCK |
Purchase | $15,001 - $50,000 | — | 2021-06-15 | 26d | — |
| 2021-05-20 | DFS DISCOVER FINANCIAL SERVICES COMMON STOCK |
Purchase | $25,000,001 - $50,000,000 | — | 2021-06-08 | 19d | — |
| 2021-04-27 | BRP BRP GROUP, INC. - CLASS A |
Sale | $1,000,001 - $5,000,000 | — | 2021-06-01 | 35d | — |
| 2021-02-11 | BRP BRP GROUP, INC. - CLASS A |
Exchange | $1,000,001 - $5,000,000 | — | 2021-03-26 | 43d | — |
Gap = days from trade to filing; the STOCK Act allows 45. Late rows are marked red. 15.9% 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.