

Oklahoma· In office since 2018 (8 yrs)· District 1
No committee assignments on record
Total Trades
463
20 YTD
Purchases
350
2 YTD
Sales
83
17 YTD
Est. Volume
~$47.0M
| Ticker | Company | Trade Date | Filed | Type | Amount | Filing |
|---|---|---|---|---|---|---|
| EXAS | Exact Sciences Corporation - Common Stock (EXAS) | 2026-03-24 | 2026-04-03 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| MDT | Medtronic plc. Ordinary Shares (MDT) | 2026-03-20 | 2026-04-03 | Sale (Full) | $15,001 - $50,000 | View ↗ |
| PLD | Prologis, Inc. Common Stock (PLD) | 2026-03-20 | 2026-04-03 | Sale (Full) | $50,001 - $100,000 | View ↗ |
| TROW | T. Rowe Price Group, Inc. - Common Stock (TROW) | 2026-03-20 | 2026-04-03 | Sale (Full) | $15,001 - $50,000 | View ↗ |
| SMA | SmartStop Self Storage REIT, Inc. Common Stock (SMA) | 2026-03-18 | 2026-04-03 | Sale (Full) | $500,001 - $1,000,000 | View ↗ |
| TXN | Texas Instruments Incorporated - Common Stock (TXN) | 2026-03-18 | 2026-04-03 | Sale (Full) | $500,001 - $1,000,000 | View ↗ |
| BDX | Becton, Dickinson and Company Common Stock (BDX) | 2026-03-17 | 2026-04-03 | Sale (Full) | $15,001 - $50,000 | View ↗ |
| MUA | Blackrock MuniAssets Fund, Inc Common Stock (MUA) | 2026-03-17 | 2026-04-03 | Sale (Full) | $50,001 - $100,000 | View ↗ |
| CTSH | (CTSH) | 2026-03-17 | 2026-04-03 | Sale (Full) | $15,001 - $50,000 | View ↗ |
| CMCSA | Comcast Corporation - Class A Common Stock (CMCSA) | 2026-03-17 | 2026-04-03 | Sale (Full) | $15,001 - $50,000 | View ↗ |
| IVZ | Invesco Ltd Common Stock (IVZ) | 2026-03-17 | 2026-04-03 | Sale (Full) | $15,001 - $50,000 | View ↗ |
| KVUE | Kenvue Inc. Common Stock (KVUE) | 2026-03-17 | 2026-04-03 | Sale (Full) | $15,001 - $50,000 | View ↗ |
| — | Cognizant Technology Solutions Corporation - Class A Common Stock | 2026-03-17 | 2026-04-03 | Sale (Full) | $15,001 - $50,000 | View ↗ |
| ACN | Accenture plc Class A Ordinary Shares (ACN) | 2026-03-16 | 2026-04-03 | Sale (Full) | $250,001 - $500,000 | View ↗ |
| IQV | IQVIA Holdings, Inc. Common Stock (IQV) | 2026-03-16 | 2026-04-03 | Sale (Full) | $50,001 - $100,000 | View ↗ |
| PRGS | Progress Software Corporation - Common Stock (PRGS) | 2026-03-16 | 2026-04-03 | Sale (Full) | $50,001 - $100,000 | View ↗ |
| ICLR | ICON plc - Ordinary Shares (ICLR) | 2026-03-05 | 2026-04-03 | Sale (Full) | $100,001 - $250,000 | View ↗ |
| WAT | Waters Corporation Common Stock (WAT) | 2026-02-09 | 2026-03-06 | Exchange | $1,001 - $15,000 | View ↗ |
| — | ROYAL BANK OF CANADA 31F DUE 01/10/31 | 2026-01-07 | 2026-02-18 | Purchase | $250,001 - $500,000 | View ↗ |
| — | T Type DateNotification Date AmountCap. JTROYAL BANK OF CANADA 31F DUE 01/10/31 | 2026-01-07 | 2026-02-18 | Purchase | $250,001 - $500,000 | View ↗ |
| UNH | UnitedHealth Group Incorporated Common Stock (UNH) | 2025-12-23 | 2026-01-22 | Sale (Full) | $250,001 - $500,000 | View ↗ |
| BSX | Boston Scientific Corporation Common Stock (BSX) | 2025-10-28 | 2025-11-16 | Sale (Partial) | $15,001 - $50,000 | View ↗ |
| MSFT | Microsoft Corporation - Common Stock (MSFT) | 2025-10-28 | 2025-11-16 | Sale (Partial) | $15,001 - $50,000 | View ↗ |
| ORLY | O'Reilly Automotive, Inc. - Common Stock (ORLY) | 2025-10-28 | 2025-11-16 | Sale (Partial) | $1,001 - $15,000 | View ↗ |
| STX | Ordinary Shares (STX) | 2025-10-28 | 2025-11-16 | Sale (Partial) | $15,001 - $50,000 | View ↗ |
| ACN | Accenture plc Class A Ordinary Shares (ACN) | 2025-10-27 | 2025-11-16 | Sale (Full) | $100,001 - $250,000 | View ↗ |
| MCD | McDonald's Corporation Common Stock (MCD) | 2025-10-23 | 2025-11-16 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| MCD | McDonald's Corporation Common Stock (MCD) | 2025-10-23 | 2025-11-16 | Sale (Full) | $100,001 - $250,000 | View ↗ |
| HD | AmountCap. Home Depot, Inc. (HD) [ST]S (partial)10/28/202510/29/2025$1,001 - $15,000 JTMcDonald's Corporation Common Stock (MCD) | 2025-10-23 | 2025-11-16 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| ETN | Shares (ETN) | 2025-10-06 | 2025-11-16 | Sale (Partial) | $15,001 - $50,000 | View ↗ |
| CSX | CSX Corporation (CSX) [ST]S (partial)10/28/202510/29/2025$15,001 - $50,000 Eaton Corporation, PLC Ordinary Shares (ETN) | 2025-10-06 | 2025-11-16 | Sale (Partial) | $15,001 - $50,000 | View ↗ |
| ACN | Accenture plc Class A Ordinary Shares (ACN) | 2025-09-26 | 2025-10-16 | Sale (Partial) | $15,001 - $50,000 | View ↗ |
| MASI | Masimo Corporation - Common Stock (MASI) | 2025-09-26 | 2025-10-16 | Sale (Full) | $15,001 - $50,000 | View ↗ |
| MSFT | Microsoft Corporation - Common Stock (MSFT) | 2025-09-26 | 2025-10-16 | Sale (Partial) | $15,001 - $50,000 | View ↗ |
| HD | Home Depot, Inc. (HD) [ST]S (partial)09/26/202509/29/2025$15,001 - JTMasimo Corporation - Common Stock (MASI) | 2025-09-26 | 2025-10-16 | Sale (Full) | $15,001 - $50,000 | View ↗ |
| — | Goldman Sachs MTN 4/29/2030 | 2025-04-24 | 2025-05-13 | Purchase | $250,001 - $500,000 | View ↗ |
| — | BNP Paribas MTN 4/9/2030 [CS]P04/04/202504/07/2025$1,000,001 - JTGoldman Sachs MTN 4/29/2030 | 2025-04-24 | 2025-05-13 | Purchase | $250,001 - $500,000 | View ↗ |
| — | MORGAN STANLEY FIN LLC MTN ZERO CPN | 2025-03-31 | 2025-04-23 | Sale (Full) | $500,001 - $1,000,000 | View ↗ |
| — | T Type DateNotification Date AmountCap. JTMORGAN STANLEY FIN LLC MTN ZERO CPN | 2025-03-31 | 2025-04-23 | Sale (Full) | $500,001 - $1,000,000 | View ↗ |
| — | FT VEST TOTAL RETURN INCOME FUND SERIES A4 CLASS I | 2025-01-29 | 2025-02-14 | Purchase | $100,001 - $250,000 | View ↗ |
| — | T Type DateNotification Date AmountCap. JTFT VEST TOTAL RETURN INCOME FUND SERIES A4 CLASS I | 2025-01-29 | 2025-02-14 | Purchase | $100,001 - $250,000 | View ↗ |
| AGCO | AGCO Corporation Common Stock (AGCO) | 2024-12-31 | 2025-01-15 | Sale (Full) | $50,001 - $100,000 | View ↗ |
| DVN | Devon Energy Corporation Common Stock (DVN) | 2024-12-31 | 2025-01-15 | Sale (Partial) | $250,001 - $500,000 | View ↗ |
| DXCM | DexCom, Inc. - Common Stock (DXCM) | 2024-12-31 | 2025-01-15 | Sale (Full) | $50,001 - $100,000 | View ↗ |
| EL | Estee Lauder Companies, Inc. (EL) | 2024-12-31 | 2025-01-15 | Sale (Full) | $15,001 - $50,000 | View ↗ |
| INTC | Intel Corporation - Common Stock (INTC) | 2024-12-31 | 2025-01-15 | Sale (Full) | $50,001 - $100,000 | View ↗ |
| JNJ | Johnson & Johnson Common Stock (JNJ) | 2024-12-31 | 2025-01-15 | Sale (Full) | $100,001 - $250,000 | View ↗ |
| HD | Home Depot, Inc. (HD) [ST]P12/12/202412/13/2024$1,001 - $15,000 JTIntel Corporation - Common Stock (INTC) | 2024-12-31 | 2025-01-15 | Sale (Full) | $50,001 - $100,000 | View ↗ |
| XOM | Exxon Mobil Corporation Common Stock (XOM) | 2024-12-10 | 2025-01-15 | Purchase | $1,001 - $15,000 | View ↗ |
| — | 11/18/2024 BOND | 2024-11-18 | 2024-12-16 | Sale (Full) | $100,001 - $250,000 | View ↗ |
| MCD | McDonald's Corporation Common Stock (MCD) | 2024-10-29 | 2024-11-15 | Purchase | $100,001 - $250,000 | View ↗ |
| — | Barclays Bank Series A MTN 1/22/27 | 2024-07-26 | 2024-08-10 | Sale (Full) | $250,001 - $500,000 | View ↗ |
| CB | Chubb Limited Common Stock (CB) | 2024-07-08 | 2024-08-10 | Purchase | $1,001 - $15,000 | View ↗ |
| DVN | Devon Energy Corporation Common Stock (DVN) | 2024-06-28 | 2024-07-15 | Purchase | $1,001 - $15,000 | View ↗ |
| LMT | Lockheed Martin Corporation Common Stock (LMT) | 2024-06-28 | 2024-07-15 | Purchase | $1,001 - $15,000 | View ↗ |
| UNH | UnitedHealth Group Incorporated Common Stock (UNH) | 2024-06-25 | 2024-07-15 | Purchase | $1,001 - $15,000 | View ↗ |
| WMB | Williams Companies, Inc. (WMB) | 2024-06-24 | 2024-07-15 | Purchase | $1,001 - $15,000 | View ↗ |
| LIN | Linde plc - Ordinary Shares (LIN) | 2024-06-21 | 2024-07-15 | Purchase | $1,001 - $15,000 | View ↗ |
| AGCO | AGCO Corporation Common Stock (AGCO) | 2024-06-20 | 2024-07-15 | Purchase | $1,001 - $15,000 | View ↗ |
| NEE | NextEra Energy, Inc. Common Stock (NEE) | 2024-06-17 | 2024-07-15 | Purchase | $1,001 - $15,000 | View ↗ |
| RTX | RTX Corporation Common Stock (RTX) | 2024-06-13 | 2024-07-15 | Purchase | $1,001 - $15,000 | View ↗ |
| EMR | Emerson Electric Company Common Stock (EMR) | 2024-06-10 | 2024-07-15 | Purchase | $1,001 - $15,000 | View ↗ |
| XOM | Exxon Mobil Corporation Common Stock (XOM) | 2024-06-10 | 2024-07-15 | Purchase | $1,001 - $15,000 | View ↗ |
| ROK | Rockwell Automation, Inc. Common Stock (ROK) | 2024-06-10 | 2024-07-15 | Purchase | $1,001 - $15,000 | View ↗ |
| JNJ | Johnson & Johnson Common Stock (JNJ) | 2024-06-04 | 2024-07-15 | Purchase | $1,001 - $15,000 | View ↗ |
| TXN | Texas Instruments Incorporated - Common Stock (TXN) | 2024-05-21 | 2024-06-07 | Purchase | $1,001 - $15,000 | View ↗ |
| ACN | Accenture plc Class A Ordinary Shares (ACN) | 2024-05-17 | 2024-06-07 | Purchase | $1,001 - $15,000 | View ↗ |
| MMC | Marsh & McLennan Companies, Inc. Common Stock (MMC) | 2024-05-15 | 2024-06-07 | Purchase | $1,001 - $15,000 | View ↗ |
| OKE | ONEOK, Inc. Common Stock (OKE) | 2024-05-15 | 2024-06-07 | Purchase | $1,001 - $15,000 | View ↗ |
| XOM | Exxon Mobil Corporation Common Stock (XOM) | 2024-05-03 | 2024-06-07 | Exchange | $100,001 - $250,000 | View ↗ |
| PXD | Pioneer Natural Resources Company Common Stock (PXD) | 2024-05-03 | 2024-06-07 | Exchange | $100,001 - $250,000 | View ↗ |
| JPM | JP Morgan Chase & Co. Common Stock (JPM) | 2024-04-30 | 2024-05-12 | Purchase | $1,001 - $15,000 | View ↗ |
| — | TORONTO DOMINION BANK SER E NOTE 04/27/2029 | 2024-04-24 | 2024-05-12 | Purchase | $250,001 - $500,000 | View ↗ |
| LMT | Lockheed Martin Corporation Common Stock (LMT) | 2024-03-29 | 2024-04-12 | Purchase | $1,001 - $15,000 | View ↗ |
| DVN | Devon Energy Corporation Common Stock (DVN) | 2024-03-28 | 2024-04-12 | Purchase | $15,001 - $50,000 | View ↗ |
| DVN | Devon Energy Corporation Common Stock (DVN) | 2024-03-28 | 2024-04-12 | Purchase | $1,001 - $15,000 | View ↗ |
| LIN | Linde plc - Ordinary Shares (LIN) | 2024-03-28 | 2024-04-12 | Purchase | $1,001 - $15,000 | View ↗ |
| WMB | Williams Companies, Inc. (WMB) | 2024-03-25 | 2024-04-12 | Purchase | $1,001 - $15,000 | View ↗ |
| PXD | Pioneer Natural Resources Company Common Stock (PXD) | 2024-03-22 | 2024-04-12 | Purchase | $1,001 - $15,000 | View ↗ |
| RTX | RTX Corporation Common Stock (RTX) | 2024-03-21 | 2024-04-12 | Purchase | $1,001 - $15,000 | View ↗ |
| UNH | UnitedHealth Group Incorporated Common Stock (UNH) | 2024-03-19 | 2024-04-12 | Purchase | $1,001 - $15,000 | View ↗ |
| NEE | NextEra Energy, Inc. Common Stock (NEE) | 2024-03-15 | 2024-04-12 | Purchase | $1,001 - $15,000 | View ↗ |
| EMR | Emerson Electric Company Common Stock (EMR) | 2024-03-11 | 2024-04-12 | Purchase | $1,001 - $15,000 | View ↗ |
| XOM | Exxon Mobil Corporation Common Stock (XOM) | 2024-03-11 | 2024-04-12 | Purchase | $1,001 - $15,000 | View ↗ |
| ROK | Rockwell Automation, Inc. Common Stock (ROK) | 2024-03-11 | 2024-04-12 | Purchase | $1,001 - $15,000 | View ↗ |
| JNJ | Johnson & Johnson Common Stock (JNJ) | 2024-03-05 | 2024-04-12 | Purchase | $1,001 - $15,000 | View ↗ |
| — | MTN ZERO CPN | 2024-02-23 | 2024-03-12 | Sale (Full) | $250,001 - $500,000 | View ↗ |
| ACN | Accenture plc Class A Ordinary Shares (ACN) | 2024-02-20 | 2024-03-12 | Purchase | $1,001 - $15,000 | View ↗ |
| MMC | Marsh & McLennan Companies, Inc. Common Stock (MMC) | 2024-02-15 | 2024-03-12 | Purchase | $1,001 - $15,000 | View ↗ |
| OKE | ONEOK, Inc. Common Stock (OKE) | 2024-02-14 | 2024-03-12 | Purchase | $1,001 - $15,000 | View ↗ |
| TXN | Texas Instruments Incorporated - Common Stock (TXN) | 2024-02-13 | 2024-03-12 | Purchase | $1,001 - $15,000 | View ↗ |
| JPM | JP Morgan Chase & Co. Common Stock (JPM) | 2024-01-31 | 2024-02-11 | Purchase | $1,001 - $15,000 | View ↗ |
| COST | Costco Wholesale Corporation - Common Stock (COST) | 2024-01-12 | 2024-02-11 | Purchase | $1,001 - $15,000 | View ↗ |
| EXAS | Exact Sciences Corporation - Common Stock (EXAS) | 2024-01-02 | 2024-02-11 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| DVN | Devon Energy Corporation (DVN) | 2023-12-29 | 2024-01-13 | Purchase | $15,001 - $50,000 | View ↗ |
| DVN | Devon Energy Corporation (DVN) | 2023-12-29 | 2024-01-13 | Purchase | $1,001 - $15,000 | View ↗ |
| LMT | Lockheed Martin Corporation (LMT) | 2023-12-29 | 2024-01-13 | Purchase | $1,001 - $15,000 | View ↗ |
| WMB | Williams Companies, Inc. (WMB) | 2023-12-26 | 2024-01-13 | Purchase | $1,001 - $15,000 | View ↗ |
| PXD | Pioneer Natural Resources Company (PXD) | 2023-12-22 | 2024-01-13 | Purchase | $1,001 - $15,000 | View ↗ |
| LIN | Linde plc - Ordinary Shares (LIN) | 2023-12-18 | 2024-01-13 | Purchase | $1,001 - $15,000 | View ↗ |
| UNH | UnitedHealth Group Incorporated Common Stock (UNH) | 2023-12-12 | 2024-01-13 | Purchase | $1,001 - $15,000 | View ↗ |
| EMR | Emerson Electric Company (EMR) | 2023-12-11 | 2024-01-13 | Purchase | $1,001 - $15,000 | View ↗ |
| ROK | Rockwell Automation, Inc. (ROK) | 2023-12-11 | 2024-01-13 | Purchase | $1,001 - $15,000 | View ↗ |
| ACN | Accenture plc Class A Ordinary Shares (ACN) | 2023-11-15 | 2023-12-07 | Purchase | $1,001 - $15,000 | View ↗ |
| MMC | Marsh & McLennan Companies, Inc. (MMC) | 2023-11-15 | 2023-12-07 | Purchase | $1,001 - $15,000 | View ↗ |
| TXN | Texas Instruments Incorporated (TXN) | 2023-11-14 | 2023-12-07 | Purchase | $1,001 - $15,000 | View ↗ |
| — | FEDL HOME LN MTG CRP 11/6/2023 | 2023-11-06 | 2023-12-07 | Sale (Full) | $100,001 - $250,000 | View ↗ |
| VOD | ten Ordinary Shares (VOD) | 2023-10-11 | 2023-11-17 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| DVN | Devon Energy Corporation (DVN) | 2023-09-29 | 2023-10-13 | Purchase | $1,001 - $15,000 | View ↗ |
| DVN | Devon Energy Corporation (DVN) | 2023-09-29 | 2023-10-13 | Purchase | $15,001 - $50,000 | View ↗ |
| MMP | Magellan Midstream Partners L.P. Limited Partnership (MMP) | 2023-09-26 | 2023-10-13 | Exchange | $500,001 - $1,000,000 | View ↗ |
| MMP | Magellan Midstream Partners L.P. Limited Partnership (MMP) | 2023-09-26 | 2023-10-13 | Exchange | $50,001 - $100,000 | View ↗ |
| MMP | Magellan Midstream Partners L.P. Limited Partnership (MMP) | 2023-09-25 | 2023-10-13 | Purchase | $1,001 - $15,000 | View ↗ |
| WMB | Williams Companies, Inc. (WMB) | 2023-09-25 | 2023-10-13 | Purchase | $1,001 - $15,000 | View ↗ |
| PXD | Pioneer Natural Resources Company (PXD) | 2023-09-21 | 2023-10-13 | Purchase | $1,001 - $15,000 | View ↗ |
| UNH | UnitedHealth Group Incorporated Common Stock (UNH) | 2023-09-19 | 2023-10-13 | Purchase | $1,001 - $15,000 | View ↗ |
| EMR | Emerson Electric Company (EMR) | 2023-09-11 | 2023-10-13 | Purchase | $1,001 - $15,000 | View ↗ |
| ROK | Rockwell Automation, Inc. (ROK) | 2023-09-11 | 2023-10-13 | Purchase | $1,001 - $15,000 | View ↗ |
| — | MTN ZERO CPN | 2023-08-17 | 2023-09-07 | Purchase | $500,001 - $1,000,000 | View ↗ |
| ACN | Accenture plc Class A Ordinary Shares (ACN) | 2023-08-15 | 2023-09-07 | Purchase | $1,001 - $15,000 | View ↗ |
| MMC | Marsh & McLennan Companies, Inc. (MMC) | 2023-08-15 | 2023-09-07 | Purchase | $1,001 - $15,000 | View ↗ |
| TXN | Texas Instruments Incorporated (TXN) | 2023-08-15 | 2023-09-07 | Purchase | $1,001 - $15,000 | View ↗ |
| MMP | Magellan Midstream Partners L.P. Limited Partnership (MMP) | 2023-08-14 | 2023-09-07 | Purchase | $1,001 - $15,000 | View ↗ |
| — | CITIGROUP GLOBAL MKTS HLDGS IN SER A 07/27/2027MTN | 2023-07-28 | 2023-08-16 | Sale (Full) | $250,001 - $500,000 | View ↗ |
| — | FS Energy & Power Fund Common | 2023-07-17 | 2023-08-16 | Purchase | $1,001 - $15,000 | View ↗ |
| DVN | Devon Energy Corporation (DVN) | 2023-06-30 | 2023-07-12 | Purchase | $15,001 - $50,000 | View ↗ |
| DVN | Devon Energy Corporation (DVN) | 2023-06-30 | 2023-07-12 | Purchase | $1,001 - $15,000 | View ↗ |
| UNH | UnitedHealth Group Incorporated Common Stock (UNH) | 2023-06-27 | 2023-07-12 | Purchase | $1,001 - $15,000 | View ↗ |
| WMB | Williams Companies, Inc. (WMB) | 2023-06-26 | 2023-07-12 | Purchase | $1,001 - $15,000 | View ↗ |
| LMT | Lockheed Martin Corporation (LMT) | 2023-06-23 | 2023-07-12 | Purchase | $1,001 - $15,000 | View ↗ |
| PXD | Pioneer Natural Resources Company (PXD) | 2023-06-21 | 2023-07-12 | Purchase | $1,001 - $15,000 | View ↗ |
| ARGO | Argo Group International Holdings, Ltd. (ARGO) | 2023-06-20 | 2023-07-12 | Purchase | $1,001 - $15,000 | View ↗ |
| RTX | Raytheon Technologies Corporation (RTX) | 2023-06-15 | 2023-07-12 | Purchase | $1,001 - $15,000 | View ↗ |
| ROK | Rockwell Automation, Inc. (ROK) | 2023-06-12 | 2023-07-12 | Purchase | $1,001 - $15,000 | View ↗ |
| EMR | Emerson Electric Company (EMR) | 2023-06-09 | 2023-07-12 | Purchase | $1,001 - $15,000 | View ↗ |
| ACN | Accenture plc Class A Ordinary Shares (ACN) | 2023-05-17 | 2023-06-13 | Purchase | $1,001 - $15,000 | View ↗ |
| TXN | Texas Instruments Incorporated (TXN) | 2023-05-16 | 2023-06-13 | Purchase | $1,001 - $15,000 | View ↗ |
| MMP | Magellan Midstream Partners L.P. Limited Partnership (MMP) | 2023-05-15 | 2023-06-13 | Purchase | $1,001 - $15,000 | View ↗ |
| — | FS Energy & Power Fund Common | 2023-04-13 | 2023-05-11 | Purchase | $1,001 - $15,000 | View ↗ |
| DVN | Devon Energy Corporation (DVN) | 2023-03-31 | 2023-04-10 | Purchase | $1,001 - $15,000 | View ↗ |
| DVN | Devon Energy Corporation (DVN) | 2023-03-31 | 2023-04-10 | Purchase | $15,001 - $50,000 | View ↗ |
| WMB | Williams Companies, Inc. (WMB) | 2023-03-27 | 2023-04-10 | Purchase | $1,001 - $15,000 | View ↗ |
| LMT | Lockheed Martin Corporation (LMT) | 2023-03-24 | 2023-04-10 | Purchase | $1,001 - $15,000 | View ↗ |
| RTX | Raytheon Technologies Corporation (RTX) | 2023-03-23 | 2023-04-10 | Purchase | $1,001 - $15,000 | View ↗ |
| — | UNITED STATES TREAS BILLS 3/21/2023 | 2023-03-21 | 2023-04-10 | Sale (Full) | $1,000,001 - $5,000,000 | View ↗ |
| UNH | UnitedHealth Group Incorporated Common Stock (UNH) | 2023-03-21 | 2023-04-10 | Purchase | $1,001 - $15,000 | View ↗ |
| PXD | Pioneer Natural Resources Company (PXD) | 2023-03-17 | 2023-04-10 | Purchase | $1,001 - $15,000 | View ↗ |
| EMR | Emerson Electric Company (EMR) | 2023-03-10 | 2023-04-10 | Purchase | $1,001 - $15,000 | View ↗ |
| ROK | Rockwell Automation, Inc. (ROK) | 2023-03-10 | 2023-04-10 | Purchase | $1,001 - $15,000 | View ↗ |
| — | UNITED STATES TREAS BILLS 3/21/2023 | 2023-02-22 | 2023-03-15 | Purchase | $1,000,001 - $5,000,000 | View ↗ |
| ACN | Accenture plc Class A Ordinary Shares (ACN) | 2023-02-15 | 2023-03-15 | Purchase | $1,001 - $15,000 | View ↗ |
| MMP | Magellan Midstream Partners L.P. Limited Partnership (MMP) | 2023-02-14 | 2023-03-15 | Purchase | $1,001 - $15,000 | View ↗ |
| TXN | Texas Instruments Incorporated (TXN) | 2023-02-14 | 2023-03-15 | Purchase | $1,001 - $15,000 | View ↗ |
| PXD | Pioneer Natural Resources Company (PXD) | 2023-02-01 | 2023-03-15 | Sale (Full) | $1,000,001 - $5,000,000 | View ↗ |
| ACN | Accenture plc Class A Ordinary Shares (ACN) | 2023-01-31 | 2023-02-14 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| AMT | American Tower Corporation (AMT) | 2023-01-31 | 2023-02-14 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| CMCSA | Comcast Corporation - Class A (CMCSA) | 2023-01-31 | 2023-02-14 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| COST | Costco Wholesale Corporation (COST) | 2023-01-31 | 2023-02-14 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| EXAS | Exact Sciences Corporation (EXAS) | 2023-01-31 | 2023-02-14 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| HON | Honeywell International Inc. (HON) | 2023-01-31 | 2023-02-14 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| ICLR | ICON plc - Ordinary Shares (ICLR) | 2023-01-31 | 2023-02-14 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| ICE | Intercontinental Exchange Inc. (ICE) | 2023-01-31 | 2023-02-14 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| LMT | Lockheed Martin Corporation (LMT) | 2023-01-31 | 2023-02-14 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| MDT | Medtronic plc. Ordinary Shares (MDT) | 2023-01-31 | 2023-02-14 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| MDLZ | Mondelez International, Inc. - Class A (MDLZ) | 2023-01-31 | 2023-02-14 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| PH | Parker-Hannifin Corporation (PH) | 2023-01-31 | 2023-02-14 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| RTX | Raytheon Technologies Corporation (RTX) | 2023-01-31 | 2023-02-14 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| ROK | Rockwell Automation, Inc. (ROK) | 2023-01-31 | 2023-02-14 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| TXN | Texas Instruments Incorporated (TXN) | 2023-01-31 | 2023-02-14 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| TMO | Thermo Fisher Scientific Inc (TMO) | 2023-01-31 | 2023-02-14 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| — | FEDERAL FARM CREDIT 11/18/2024 | 2023-01-30 | 2023-02-14 | Purchase | $100,001 - $250,000 | View ↗ |
| — | FEDL HOME LN MTG CRP 11/6/2023 | 2023-01-30 | 2023-02-14 | Purchase | $100,001 - $250,000 | View ↗ |
| — | UNITED STATES TREAS BILLS 7/20/2023 | 2023-01-30 | 2023-02-14 | Purchase | $50,001 - $100,000 | View ↗ |
| — | FS Energy & Power Fund Common | 2023-01-17 | 2023-02-14 | Purchase | $1,001 - $15,000 | View ↗ |
| DVN | Devon Energy Corporation (DVN) | 2022-12-30 | 2023-01-13 | Purchase | $1,001 - $15,000 | View ↗ |
| DVN | Devon Energy Corporation (DVN) | 2022-12-30 | 2023-01-13 | Purchase | $15,001 - $50,000 | View ↗ |
| LMT | Lockheed Martin Corporation (LMT) | 2022-12-30 | 2023-01-13 | Purchase | $1,001 - $15,000 | View ↗ |
| WMB | Williams Companies, Inc. (WMB) | 2022-12-26 | 2023-01-13 | Purchase | $1,001 - $15,000 | View ↗ |
| EXAS | Exact Sciences Corporation (EXAS) | 2022-12-19 | 2023-01-13 | Sale (Full) | $50,001 - $100,000 | View ↗ |
| HLT | Hilton Worldwide Holdings Inc. (HLT) | 2022-12-19 | 2023-01-13 | Sale (Full) | $50,001 - $100,000 | View ↗ |
| PXD | Pioneer Natural Resources Company (PXD) | 2022-12-15 | 2023-01-13 | Purchase | $1,001 - $15,000 | View ↗ |
| PXD | Pioneer Natural Resources Company (PXD) | 2022-12-15 | 2023-01-13 | Purchase | $15,001 - $50,000 | View ↗ |
| UNH | UnitedHealth Group Incorporated Common Stock (UNH) | 2022-12-13 | 2023-01-13 | Purchase | $1,001 - $15,000 | View ↗ |
| ROK | Rockwell Automation, Inc. (ROK) | 2022-12-12 | 2023-01-13 | Purchase | $1,001 - $15,000 | View ↗ |
| EMR | Emerson Electric Company (EMR) | 2022-12-09 | 2023-01-13 | Purchase | $1,001 - $15,000 | View ↗ |
| MMC | Marsh & McLennan Companies, Inc. (MMC) | 2022-11-21 | 2022-12-08 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| SHW | Sherwin-Williams Company (SHW) | 2022-11-21 | 2022-12-08 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| ACN | Accenture plc Class A Ordinary Shares (ACN) | 2022-11-15 | 2022-12-08 | Purchase | $1,001 - $15,000 | View ↗ |
| TXN | Texas Instruments Incorporated (TXN) | 2022-11-15 | 2022-12-08 | Purchase | $1,001 - $15,000 | View ↗ |
| MMP | Magellan Midstream Partners L.P. Limited Partnership (MMP) | 2022-11-14 | 2022-12-08 | Purchase | $1,001 - $15,000 | View ↗ |
| — | FS Energy & Power Fund Common | 2022-10-19 | 2022-11-09 | Purchase | $1,001 - $15,000 | View ↗ |
| JEPI | JPMorgan Equity Premium Income ETF (JEPI) | 2022-10-06 | 2022-11-09 | Purchase | $1,001 - $15,000 | View ↗ |
| DVN | Devon Energy Corporation (DVN) | 2022-09-30 | 2022-10-10 | Purchase | $1,001 - $15,000 | View ↗ |
| DVN | Devon Energy Corporation (DVN) | 2022-09-30 | 2022-10-10 | Purchase | $15,001 - $50,000 | View ↗ |
| DGRO | iShares Core Dividend Growth ETF (DGRO) | 2022-09-30 | 2022-10-10 | Purchase | $1,001 - $15,000 | View ↗ |
| WMB | Williams Companies, Inc. (WMB) | 2022-09-26 | 2022-10-10 | Purchase | $1,001 - $15,000 | View ↗ |
| UNH | UnitedHealth Group Incorporated Common Stock (UNH) | 2022-09-20 | 2022-10-10 | Purchase | $1,001 - $15,000 | View ↗ |
| PXD | Pioneer Natural Resources Company (PXD) | 2022-09-16 | 2022-10-10 | Purchase | $15,001 - $50,000 | View ↗ |
| PXD | Pioneer Natural Resources Company (PXD) | 2022-09-16 | 2022-10-10 | Purchase | $1,001 - $15,000 | View ↗ |
| ROK | Rockwell Automation, Inc. (ROK) | 2022-09-12 | 2022-10-10 | Purchase | $1,001 - $15,000 | View ↗ |
| EMR | Emerson Electric Company (EMR) | 2022-09-09 | 2022-10-10 | Purchase | $1,001 - $15,000 | View ↗ |
| JEPI | JPMorgan Equity Premium Income ETF (JEPI) | 2022-09-07 | 2022-10-10 | Purchase | $1,001 - $15,000 | View ↗ |
| ASML | ASML Holding N.V. - New York Registry Shares (ASML) | 2022-08-25 | 2022-09-15 | Purchase | $50,001 - $100,000 | View ↗ |
| CDNS | Cadence Design Systems, Inc. (CDNS) | 2022-08-18 | 2022-09-15 | Purchase | $15,001 - $50,000 | View ↗ |
| TXN | Texas Instruments Incorporated (TXN) | 2022-08-16 | 2022-09-15 | Purchase | $1,001 - $15,000 | View ↗ |
| ACN | Accenture plc Class A Ordinary Shares (ACN) | 2022-08-15 | 2022-09-15 | Purchase | $1,001 - $15,000 | View ↗ |
| MMP | Magellan Midstream Partners L.P. Limited Partnership (MMP) | 2022-08-12 | 2022-09-15 | Purchase | $1,001 - $15,000 | View ↗ |
| — | CITIGROUP GLOBAL MKTS HLDGS IN SER A 07/27/2027MTN | 2022-07-22 | 2022-08-15 | Purchase | $250,001 - $500,000 | View ↗ |
| — | FS Energy & Power Fund Common | 2022-07-13 | 2022-08-15 | Purchase | $1,001 - $15,000 | View ↗ |
| DVN | Devon Energy Corporation (DVN) | 2022-06-30 | 2022-07-15 | Purchase | $1,001 - $15,000 | View ↗ |
| DVN | Devon Energy Corporation (DVN) | 2022-06-30 | 2022-07-15 | Purchase | $15,001 - $50,000 | View ↗ |
| WMB | Williams Companies, Inc. (WMB) | 2022-06-27 | 2022-07-15 | Purchase | $1,001 - $15,000 | View ↗ |
| LMT | Lockheed Martin Corporation (LMT) | 2022-06-24 | 2022-07-15 | Purchase | $1,001 - $15,000 | View ↗ |
| RTX | Raytheon Technologies Corporation (RTX) | 2022-06-16 | 2022-07-15 | Purchase | $1,001 - $15,000 | View ↗ |
| PXD | Pioneer Natural Resources Company (PXD) | 2022-06-14 | 2022-07-15 | Purchase | $15,001 - $50,000 | View ↗ |
| PXD | Pioneer Natural Resources Company (PXD) | 2022-06-14 | 2022-07-15 | Purchase | $1,001 - $15,000 | View ↗ |
| EMR | Emerson Electric Company (EMR) | 2022-06-10 | 2022-07-15 | Purchase | $1,001 - $15,000 | View ↗ |
| ROK | Rockwell Automation, Inc. (ROK) | 2022-06-10 | 2022-07-15 | Purchase | $1,001 - $15,000 | View ↗ |
| TXN | Texas Instruments Incorporated (TXN) | 2022-05-17 | 2022-06-14 | Purchase | $1,001 - $15,000 | View ↗ |
| EXAS | Exact Sciences Corporation (EXAS) | 2022-05-16 | 2022-06-14 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| ACN | Accenture plc Class A Ordinary Shares (ACN) | 2022-05-13 | 2022-06-14 | Purchase | $1,001 - $15,000 | View ↗ |
| MMP | Magellan Midstream Partners L.P. Limited Partnership (MMP) | 2022-05-13 | 2022-06-14 | Purchase | $1,001 - $15,000 | View ↗ |
| — | FS ENERGY & POWER FUND COMMON | 2022-04-14 | 2022-05-12 | Purchase | $1,001 - $15,000 | View ↗ |
| — | BANK OF MONTREAL SER G MTN | 2022-04-12 | 2022-05-12 | Purchase | $500,001 - $1,000,000 | View ↗ |
| MDLZ | Mondelez International, Inc. - Class A (MDLZ) | 2022-04-12 | 2022-05-12 | Sale (Full) | $15,001 - $50,000 | View ↗ |
| HON | Honeywell International Inc. (HON) | 2022-04-08 | 2022-05-12 | Sale (Full) | $250,001 - $500,000 | View ↗ |
| — | Inland Real Estate Income Tr Common | 2022-04-07 | 2022-05-12 | Purchase | $1,001 - $15,000 | View ↗ |
| DVN | Devon Energy Corporation (DVN) | 2022-03-31 | 2022-04-12 | Purchase | $15,001 - $50,000 | View ↗ |
| DVN | Devon Energy Corporation (DVN) | 2022-03-31 | 2022-04-12 | Purchase | $1,001 - $15,000 | View ↗ |
| WMB | Williams Companies, Inc. (WMB) | 2022-03-28 | 2022-04-12 | Purchase | $1,001 - $15,000 | View ↗ |
| LMT | Lockheed Martin Corporation (LMT) | 2022-03-25 | 2022-04-12 | Purchase | $1,001 - $15,000 | View ↗ |
| RTX | Raytheon Technologies Corporation (RTX) | 2022-03-24 | 2022-04-12 | Purchase | $1,001 - $15,000 | View ↗ |
| — | MORGAN STANLEY FIN LLC SER A MTN 09/23/2025 | 2022-03-23 | 2022-04-12 | Sale (Full) | $250,001 - $500,000 | View ↗ |
| UNH | UnitedHealth Group Incorporated Common Stock (UNH) | 2022-03-22 | 2022-04-12 | Purchase | $1,001 - $15,000 | View ↗ |
| — | CITIGROUP GLOBAL MKTS HLDGS MTN 03/23/2027 | 2022-03-18 | 2022-04-12 | Purchase | $250,001 - $500,000 | View ↗ |
| PXD | Pioneer Natural Resources Company (PXD) | 2022-03-14 | 2022-04-12 | Purchase | $1,001 - $15,000 | View ↗ |
| HON | Honeywell International Inc. (HON) | 2022-03-11 | 2022-04-12 | Purchase | $1,001 - $15,000 | View ↗ |
| EMR | Emerson Electric Company (EMR) | 2022-03-10 | 2022-04-12 | Purchase | $1,001 - $15,000 | View ↗ |
| ROK | Rockwell Automation, Inc. (ROK) | 2022-03-10 | 2022-04-12 | Purchase | $1,001 - $15,000 | View ↗ |
| ACN | Accenture plc Class A Ordinary Shares (ACN) | 2022-02-15 | 2022-03-07 | Purchase | $1,001 - $15,000 | View ↗ |
| MMP | Magellan Midstream Partners L.P. Limited Partnership (MMP) | 2022-02-14 | 2022-03-07 | Purchase | $1,001 - $15,000 | View ↗ |
| TXN | Texas Instruments Incorporated (TXN) | 2022-02-07 | 2022-03-07 | Purchase | $1,001 - $15,000 | View ↗ |
| — | BARCLAYS BANK PLC SER A MTN 01/22/2027 | 2022-01-19 | 2022-02-02 | Purchase | $250,001 - $500,000 | View ↗ |
| — | FS ENERgY & POWER FUND COMMON | 2022-01-19 | 2022-02-02 | Purchase | $1,001 - $15,000 | View ↗ |
| PXD | Pioneer Natural Resources Company (PXD) | 2022-01-14 | 2022-02-02 | Purchase | $1,001 - $15,000 | View ↗ |
| — | Inland Real Estate Income Tr Common | 2022-01-07 | 2022-02-02 | Purchase | $1,001 - $15,000 | View ↗ |
| DVN | Devon Energy Corporation (DVN) | 2021-12-30 | 2022-01-11 | Purchase | $15,001 - $50,000 | View ↗ |
| DVN | Devon Energy Corporation (DVN) | 2021-12-30 | 2022-01-11 | Purchase | $1,001 - $15,000 | View ↗ |
| LMT | Lockheed Martin Corporation (LMT) | 2021-12-27 | 2022-01-11 | Purchase | $1,001 - $15,000 | View ↗ |
| WMB | Williams Companies, Inc. (WMB) | 2021-12-27 | 2022-01-11 | Purchase | $1,001 - $15,000 | View ↗ |
| MDT | Medtronic plc. Ordinary Shares (MDT) | 2021-12-20 | 2022-01-11 | Sale (Full) | $100,001 - $250,000 | View ↗ |
| RTX | Raytheon Technologies Corporation (RTX) | 2021-12-16 | 2022-01-11 | Purchase | $1,001 - $15,000 | View ↗ |
| PXD | Pioneer Natural Resources Company (PXD) | 2021-12-14 | 2022-01-11 | Purchase | $1,001 - $15,000 | View ↗ |
| UNH | UnitedHealth group Incorporated Common Stock (UNH) | 2021-12-14 | 2022-01-11 | Purchase | $1,001 - $15,000 | View ↗ |
| EMR | Emerson Electric Company (EMR) | 2021-12-10 | 2022-01-11 | Purchase | $1,001 - $15,000 | View ↗ |
| XOM | Exxon Mobil Corporation (XOM) | 2021-12-10 | 2022-01-11 | Purchase | $1,001 - $15,000 | View ↗ |
| ROK | Rockwell Automation, Inc. (ROK) | 2021-12-10 | 2022-01-11 | Purchase | $1,001 - $15,000 | View ↗ |
| MSFT | Microsoft Corporation (MSFT) | 2021-12-09 | 2022-01-11 | Purchase | $1,001 - $15,000 | View ↗ |
| HON | Honeywell International Inc. (HON) | 2021-12-03 | 2022-01-11 | Purchase | $1,001 - $15,000 | View ↗ |
| ACN | Accenture plc Class A Ordinary Shares (ACN) | 2021-11-26 | 2021-12-09 | Purchase | $1,001 - $15,000 | View ↗ |
| DRE | Duke Realty Corporation (DRE) | 2021-11-26 | 2021-12-09 | Purchase | $50,001 - $100,000 | View ↗ |
| FTEC | Fidelity MSCI Information Technology Index ETF (FTEC) | 2021-11-26 | 2021-12-09 | Purchase | $100,001 - $250,000 | View ↗ |
| HLT | Hilton Worldwide Holdings Inc. (HLT) | 2021-11-26 | 2021-12-09 | Purchase | $50,001 - $100,000 | View ↗ |
| PH | Parker-Hannifin Corporation (PH) | 2021-11-26 | 2021-12-09 | Purchase | $15,001 - $50,000 | View ↗ |
| FBND | Fidelity Total Bond ETF (FBND) | 2021-11-16 | 2021-12-09 | Sale (Partial) | $50,001 - $100,000 | View ↗ |
| TXN | Texas Instruments Incorporated (TXN) | 2021-11-15 | 2021-12-09 | Purchase | $1,001 - $15,000 | View ↗ |
| MMP | Magellan Midstream Partners L.P. Limited Partnership (MMP) | 2021-11-12 | 2021-12-09 | Purchase | $1,001 - $15,000 | View ↗ |
| FMAT | Fidelity MSCI Materials Index ETF (FMAT) | 2021-10-20 | 2021-11-05 | Purchase | $15,001 - $50,000 | View ↗ |
| — | lockheed Martin Corporation (lMT) | 2021-10-20 | 2021-11-05 | Purchase | $50,001 - $100,000 | View ↗ |
| — | O'Reilly Automotive, Inc. (ORlY) | 2021-10-20 | 2021-11-05 | Purchase | $15,001 - $50,000 | View ↗ |
| — | FS ENERgY & POWER FuND COMMON | 2021-10-15 | 2021-11-05 | Purchase | $1,001 - $15,000 | View ↗ |
| PXD | Pioneer Natural Resources Company (PXD) | 2021-10-14 | 2021-11-05 | Purchase | $1,001 - $15,000 | View ↗ |
| — | Columbia Diversified Fixed Income Allocation ETF (DIAl) | 2021-10-06 | 2021-11-05 | Purchase | $1,001 - $15,000 | View ↗ |
| DVN | Devon Energy Corporation (DVN) | 2021-09-30 | 2021-10-07 | Purchase | $1,001 - $15,000 | View ↗ |
| — | iShares Core Dividend growth ETF (DgRO) | 2021-09-30 | 2021-10-07 | Purchase | $1,001 - $15,000 | View ↗ |
| — | Williams Companies, Inc. (WMb) | 2021-09-27 | 2021-10-07 | Purchase | $1,001 - $15,000 | View ↗ |
| ACN | Accenture plc Class A Ordinary Shares (ACN) | 2021-09-23 | 2021-10-07 | Purchase | $100,001 - $250,000 | View ↗ |
| MDT | Medtronic plc. Ordinary Shares (MDT) | 2021-09-23 | 2021-10-07 | Purchase | $100,001 - $250,000 | View ↗ |
| RTX | Raytheon Technologies Corporation (RTX) | 2021-09-23 | 2021-10-07 | Purchase | $250,001 - $500,000 | View ↗ |
| — | unitedHealth group Incorporated Common Stock (uNH) | 2021-09-23 | 2021-10-07 | Purchase | $250,001 - $500,000 | View ↗ |
| PXD | Pioneer Natural Resources Company (PXD) | 2021-09-17 | 2021-10-07 | Purchase | $1,001 - $15,000 | View ↗ |
| EMR | Emerson Electric Company (EMR) | 2021-09-10 | 2021-10-07 | Purchase | $1,001 - $15,000 | View ↗ |
| ROK | Rockwell Automation, Inc. (ROK) | 2021-09-10 | 2021-10-07 | Purchase | $1,001 - $15,000 | View ↗ |
| MSFT | Microsoft Corporation (MSFT) | 2021-09-09 | 2021-10-07 | Purchase | $1,001 - $15,000 | View ↗ |
| HON | Honeywell International Inc. (HON) | 2021-09-03 | 2021-10-07 | Purchase | $1,001 - $15,000 | View ↗ |
| CDNS | Cadence Design Systems, Inc. (CDNS) | 2021-09-02 | 2021-10-07 | Purchase | $15,001 - $50,000 | View ↗ |
| XOM | Exxon Mobil Corporation (XOM) | 2021-09-02 | 2021-10-07 | Purchase | $1,001 - $15,000 | View ↗ |
| — | ICON plc - Ordinary Shares (IClR) | 2021-09-02 | 2021-10-07 | Purchase | $15,001 - $50,000 | View ↗ |
| — | Progress Software Corporation (PRgS) | 2021-09-02 | 2021-10-07 | Purchase | $15,001 - $50,000 | View ↗ |
| — | Progress Software Corporation (PRgS) | 2021-09-02 | 2021-10-07 | Purchase | $1,001 - $15,000 | View ↗ |
| RTX | Raytheon Technologies Corporation (RTX) | 2021-09-02 | 2021-10-07 | Purchase | $50,001 - $100,000 | View ↗ |
| — | unitedHealth group Incorporated Common Stock (uNH) | 2021-09-02 | 2021-10-07 | Purchase | $50,001 - $100,000 | View ↗ |
| — | CITIgROuP glObAl MKTS HlDgS MTN 09/01/2026 | 2021-08-27 | 2021-09-15 | Purchase | $250,001 - $500,000 | View ↗ |
| COST | Costco Wholesale Corporation (COST) | 2021-08-25 | 2021-09-15 | Purchase | $250,001 - $500,000 | View ↗ |
| — | lockheed Martin Corporation (lMT) | 2021-08-25 | 2021-09-15 | Purchase | $100,001 - $250,000 | View ↗ |
| TXN | Texas Instruments Incorporated (TXN) | 2021-08-25 | 2021-09-15 | Purchase | $250,001 - $500,000 | View ↗ |
| MMC | Marsh & Mclennan Companies, Inc. (MMC) | 2021-08-16 | 2021-09-15 | Purchase | $100,001 - $250,000 | View ↗ |
| ACN | Accenture plc Class A Ordinary Shares (ACN) | 2021-08-13 | 2021-09-15 | Purchase | $1,001 - $15,000 | View ↗ |
| MMP | Magellan Midstream Partners l.P. limited Partnership (MMP) | 2021-08-13 | 2021-09-15 | Purchase | $1,001 - $15,000 | View ↗ |
| TXN | Texas Instruments Incorporated (TXN) | 2021-08-09 | 2021-09-15 | Purchase | $1,001 - $15,000 | View ↗ |
| — | Alphabet Inc. - Class A (gOOgl) | 2021-07-30 | 2021-09-15 | Purchase | $100,001 - $250,000 | View ↗ |
| FDRR | Fidelity Dividend ETF for Rising Rates (FDRR) | 2021-07-30 | 2021-09-15 | Purchase | $50,001 - $100,000 | View ↗ |
| — | Fidelity MSCI Health Care Index ETF (FHlC) | 2021-07-30 | 2021-09-15 | Purchase | $50,001 - $100,000 | View ↗ |
| JEPI | JPMorgan Equity Premium Income ETF (JEPI) | 2021-07-30 | 2021-09-15 | Purchase | $100,001 - $250,000 | View ↗ |
| — | NlAND REAl ESTATE INCOME TR I COM | 2021-07-26 | 2021-09-15 | Purchase | $1,001 - $15,000 | View ↗ |
| — | boston Scientific Corporation (bSX) | 2021-07-21 | 2021-09-15 | Purchase | $15,001 - $50,000 | View ↗ |
| MSFT | Microsoft Corporation (MSFT) | 2021-07-21 | 2021-09-15 | Purchase | $100,001 - $250,000 | View ↗ |
| ROK | Rockwell Automation, Inc. (ROK) | 2021-07-21 | 2021-09-15 | Purchase | $50,001 - $100,000 | View ↗ |
| TXN | Texas Instruments Incorporated (TXN) | 2021-07-21 | 2021-09-15 | Purchase | $100,001 - $250,000 | View ↗ |
| TMO | Thermo Fisher Scientific Inc (TMO) | 2021-07-21 | 2021-09-15 | Purchase | $50,001 - $100,000 | View ↗ |
| — | FS ENERgY & POWER FuND COMMON | 2021-07-20 | 2021-09-15 | Purchase | $1,001 - $15,000 | View ↗ |
| PXD | Pioneer Natural Resources Company (PXD) | 2021-07-14 | 2021-09-15 | Purchase | $1,001 - $15,000 | View ↗ |
| — | Columbia Diversified Fixed Income Allocation ETF (DIAl) | 2021-07-07 | 2021-09-15 | Purchase | $1,001 - $15,000 | View ↗ |
| TROW | T. Rowe Price group, Inc. (TROW) | 2021-07-07 | 2021-09-15 | Purchase | $1,001 - $15,000 | View ↗ |
| — | boston Scientific Corporation (bSX) | 2021-07-01 | 2021-09-15 | Purchase | $100,001 - $250,000 | View ↗ |
| EMR | Emerson Electric Company (EMR) | 2021-07-01 | 2021-09-15 | Purchase | $50,001 - $100,000 | View ↗ |
| — | Fidelity Quality Factor ETF (FQAl) | 2021-07-01 | 2021-09-15 | Purchase | $100,001 - $250,000 | View ↗ |
| — | iShares Core Dividend growth ETF (DgRO) | 2021-07-01 | 2021-09-15 | Purchase | $250,001 - $500,000 | View ↗ |
| — | linde plc Ordinary Share (lIN) | 2021-07-01 | 2021-09-15 | Purchase | $15,001 - $50,000 | View ↗ |
| MDT | Medtronic plc. Ordinary Shares (MDT) | 2021-07-01 | 2021-09-15 | Purchase | $15,001 - $50,000 | View ↗ |
| DVN | Devon Energy Corporation (DVN) | 2021-06-30 | 2021-07-14 | Purchase | $1,001 - $15,000 | View ↗ |
| WMB | Williams Companies, Inc. (WMB) | 2021-06-28 | 2021-07-14 | Purchase | $1,001 - $15,000 | View ↗ |
| ACN | Accenture plc Class A Ordinary Shares (ACN) | 2021-06-25 | 2021-07-14 | Purchase | $100,001 - $250,000 | View ↗ |
| HON | Honeywell International Inc. (HON) | 2021-06-25 | 2021-07-14 | Purchase | $50,001 - $100,000 | View ↗ |
| JPM | JP Morgan Chase & Co. (JPM) | 2021-06-25 | 2021-07-14 | Purchase | $250,001 - $500,000 | View ↗ |
| LIN | Linde plc Ordinary Share (LIN) | 2021-06-25 | 2021-07-14 | Purchase | $100,001 - $250,000 | View ↗ |
| MSFT | Microsoft Corporation (MSFT) | 2021-06-25 | 2021-07-14 | Purchase | $250,001 - $500,000 | View ↗ |
| MSFT | Microsoft Corporation (MSFT) | 2021-06-25 | 2021-07-14 | Purchase | $100,001 - $250,000 | View ↗ |
| XOM | Exxon Mobil Corporation (XOM) | 2021-06-10 | 2021-07-14 | Purchase | $1,001 - $15,000 | View ↗ |
| MSFT | Microsoft Corporation (MSFT) | 2021-06-10 | 2021-07-14 | Purchase | $1,001 - $15,000 | View ↗ |
| PXD | Pioneer Natural Resources Company (PXD) | 2021-06-09 | 2021-07-14 | Purchase | $500,001 - $1,000,000 | View ↗ |
| CDNS | Cadence Design Systems, Inc. (CDNS) | 2021-05-26 | 2021-06-15 | Purchase | $100,001 - $250,000 | View ↗ |
| PRGS | Progress Software Corporation (PRGS) | 2021-05-26 | 2021-06-15 | Purchase | $50,001 - $100,000 | View ↗ |
| AHCO | AdaptHealth Corp. - Class A (AHCO) | 2021-05-20 | 2021-06-15 | Purchase | $1,001 - $15,000 | View ↗ |
| BSX | Boston Scientific Corporation (BSX) | 2021-05-20 | 2021-06-15 | Purchase | $1,001 - $15,000 | View ↗ |
| EXAS | Exact Sciences Corporation (EXAS) | 2021-05-20 | 2021-06-15 | Purchase | $1,001 - $15,000 | View ↗ |
| EXAS | Exact Sciences Corporation (EXAS) | 2021-05-20 | 2021-06-15 | Purchase | $50,001 - $100,000 | View ↗ |
| EMR | Emerson Electric Company (EMR) | 2021-05-18 | 2021-06-15 | Purchase | $250,001 - $500,000 | View ↗ |
| FCX | Freeport-McMoRan, Inc. (FCX) | 2021-05-18 | 2021-06-15 | Purchase | $100,001 - $250,000 | View ↗ |
| HON | Honeywell International Inc. (HON) | 2021-05-18 | 2021-06-15 | Purchase | $250,001 - $500,000 | View ↗ |
| ORLY | O'Reilly Automotive, Inc. (ORLY) | 2021-05-18 | 2021-06-15 | Purchase | $100,001 - $250,000 | View ↗ |
| ROK | Rockwell Automation, Inc. (ROK) | 2021-05-18 | 2021-06-15 | Purchase | $250,001 - $500,000 | View ↗ |
| TXN | Texas Instruments Incorporated (TXN) | 2021-05-17 | 2021-06-15 | Purchase | $1,001 - $15,000 | View ↗ |
| ACN | Accenture plc Class A Ordinary Shares (ACN) | 2021-05-14 | 2021-06-15 | Purchase | $1,001 - $15,000 | View ↗ |
| MMP | Magellan Midstream Partners L.P. Limited Partnership (MMP) | 2021-05-14 | 2021-06-15 | Purchase | $1,001 - $15,000 | View ↗ |
| — | CPN | 2021-04-30 | 2021-05-17 | Purchase | $1,000,001 - $5,000,000 | View ↗ |
| — | JNL/Mellon U.S. Stock MKT Index | 2021-04-23 | 2021-05-17 | Exchange | $250,001 - $500,000 | View ↗ |
| — | JNL/Mellon U.S. Stock MKT Index | 2021-04-23 | 2021-05-17 | Exchange | $500,001 - $1,000,000 | View ↗ |
| — | FS ENERgY & POWER FUND COMMON | 2021-04-19 | 2021-05-17 | Purchase | $1,001 - $15,000 | View ↗ |
| DVN | Devon Energy Corporation (DVN) | 2021-03-31 | 2021-04-09 | Purchase | $1,001 - $15,000 | View ↗ |
| WMB | Williams Companies, Inc. (WMB) | 2021-03-29 | 2021-04-09 | Purchase | $1,001 - $15,000 | View ↗ |
| MSFT | Microsoft Corporation (MSFT) | 2021-03-11 | 2021-04-09 | Purchase | $1,001 - $15,000 | View ↗ |
| XOM | Exxon Mobil Corporation (XOM) | 2021-03-10 | 2021-04-09 | Purchase | $1,001 - $15,000 | View ↗ |
| ACN | Accenture plc Class A Ordinary Shares (ACN) | 2021-02-12 | 2021-03-15 | Purchase | $1,001 - $15,000 | View ↗ |
| MMP | Magellan Midstream Partners L.P. Limited Partnership (MMP) | 2021-02-12 | 2021-03-15 | Purchase | $1,001 - $15,000 | View ↗ |
| TXN | Texas Instruments Incorporated (TXN) | 2021-02-08 | 2021-03-15 | Purchase | $1,001 - $15,000 | View ↗ |
| AIO | Common Shares (AIO) | 2021-01-11 | 2021-02-17 | Purchase | $1,001 - $15,000 | View ↗ |
| FSKR | FS KKR Capital Corp. II (FSKR) | 2021-01-11 | 2021-02-17 | Purchase | $1,001 - $15,000 | View ↗ |
| WMB | Williams Companies, Inc. (WMB) | 2020-12-28 | 2021-01-15 | Purchase | $1,001 - $15,000 | View ↗ |
| XOM | Exxon Mobil Corporation (XOM) | 2020-12-10 | 2021-01-15 | Purchase | $1,001 - $15,000 | View ↗ |
| MSFT | Microsoft Corporation (MSFT) | 2020-12-10 | 2021-01-15 | Purchase | $1,001 - $15,000 | View ↗ |
| BDX | Becton, Dickinson and Company (BDX) | 2020-11-19 | 2020-12-14 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| TXN | Texas Instruments Incorporated (TXN) | 2020-11-16 | 2020-12-14 | Purchase | $1,001 - $15,000 | View ↗ |
| ACN | Accenture plc Class A Ordinary Shares (ACN) | 2020-11-13 | 2020-12-14 | Purchase | $1,001 - $15,000 | View ↗ |
| MMP | Magellan Midstream Partners L.P. Limited Partnership (MMP) | 2020-11-13 | 2020-12-14 | Purchase | $1,001 - $15,000 | View ↗ |
| MMC | Marsh & McLennan Companies, Inc. (MMC) | 2020-10-16 | 2020-11-14 | Purchase | $1,001 - $15,000 | View ↗ |
| MCD | McDonald's Corporation (MCD) | 2020-10-16 | 2020-11-14 | Purchase | $1,001 - $15,000 | View ↗ |
| — | Franklin Square Energy & Power fund | 2020-10-14 | 2020-11-14 | Purchase | $1,001 - $15,000 | View ↗ |
| WMB | Williams Companies, Inc. (WMB) | 2020-09-28 | 2020-10-15 | Purchase | $1,001 - $15,000 | View ↗ |
| — | MORgAN STANLEY FIN LLC SER A MTN | 2020-09-18 | 2020-10-15 | Purchase | $250,001 - $500,000 | View ↗ |
| XOM | Exxon Mobil Corporation (XOM) | 2020-09-10 | 2020-10-15 | Purchase | $1,001 - $15,000 | View ↗ |
| MSFT | Microsoft Corporation (MSFT) | 2020-09-10 | 2020-10-15 | Purchase | $1,001 - $15,000 | View ↗ |
| — | BARCLAYS BANK PLC SER A MTN | 2020-09-01 | 2020-10-15 | Sale (Full) | $250,001 - $500,000 | View ↗ |
| TXN | Texas Instruments Incorporated (TXN) | 2020-08-17 | 2020-09-15 | Purchase | $1,001 - $15,000 | View ↗ |
| ACN | Accenture plc Class A Ordinary Shares (ACN) | 2020-08-14 | 2020-09-15 | Purchase | $1,001 - $15,000 | View ↗ |
| MMP | Magellan Midstream Partners l.P. limited Partnership (MMP) | 2020-08-14 | 2020-09-15 | Purchase | $1,001 - $15,000 | View ↗ |
| ACN | Accenture plc Class A Ordinary Shares (ACN) | 2020-07-27 | 2020-08-15 | Purchase | $1,001 - $15,000 | View ↗ |
| AMP | Ameriprise Financial, Inc. (AMP) | 2020-07-27 | 2020-08-15 | Purchase | $1,001 - $15,000 | View ↗ |
| CMCSA | Comcast Corporation - Class A (CMCSA) | 2020-07-27 | 2020-08-15 | Purchase | $1,001 - $15,000 | View ↗ |
| COST | Costco Wholesale Corporation (COST) | 2020-07-27 | 2020-08-15 | Purchase | $1,001 - $15,000 | View ↗ |
| — | Dollar general Corporation (Dg) | 2020-07-27 | 2020-08-15 | Purchase | $1,001 - $15,000 | View ↗ |
| EXAS | Exact Sciences Corporation (EXAS) | 2020-07-27 | 2020-08-15 | Purchase | $1,001 - $15,000 | View ↗ |
| HON | Honeywell International Inc. (HON) | 2020-07-27 | 2020-08-15 | Purchase | $1,001 - $15,000 | View ↗ |
| ICLR | ICON plc - Ordinary Shares (ICLR) | 2020-07-27 | 2020-08-15 | Purchase | $1,001 - $15,000 | View ↗ |
| ICE | Intercontinental Exchange Inc. (ICE) | 2020-07-27 | 2020-08-15 | Purchase | $1,001 - $15,000 | View ↗ |
| LMT | Lockheed Martin Corporation (LMT) | 2020-07-27 | 2020-08-15 | Purchase | $1,001 - $15,000 | View ↗ |
| MMC | Marsh & McLennan Companies, Inc. (MMC) | 2020-07-27 | 2020-08-15 | Purchase | $1,001 - $15,000 | View ↗ |
| MDT | Medtronic plc. Ordinary Shares (MDT) | 2020-07-27 | 2020-08-15 | Purchase | $1,001 - $15,000 | View ↗ |
| MDLZ | Mondelez International, Inc. - Class A (MDLZ) | 2020-07-27 | 2020-08-15 | Purchase | $1,001 - $15,000 | View ↗ |
| ORLY | O'Reilly Automotive, Inc. (ORLY) | 2020-07-27 | 2020-08-15 | Purchase | $1,001 - $15,000 | View ↗ |
| PH | Parker-Hannifin Corporation (PH) | 2020-07-27 | 2020-08-15 | Purchase | $1,001 - $15,000 | View ↗ |
| — | Procter & gamble Company (Pg) | 2020-07-27 | 2020-08-15 | Purchase | $1,001 - $15,000 | View ↗ |
| RTX | Raytheon Technologies Corporation (RTX) | 2020-07-27 | 2020-08-15 | Purchase | $1,001 - $15,000 | View ↗ |
| ROK | Rockwell Automation, Inc. (ROK) | 2020-07-27 | 2020-08-15 | Purchase | $1,001 - $15,000 | View ↗ |
| SHW | Sherwin-Williams Company (SHW) | 2020-07-27 | 2020-08-15 | Purchase | $1,001 - $15,000 | View ↗ |
| TXN | Texas Instruments Incorporated (TXN) | 2020-07-27 | 2020-08-15 | Purchase | $1,001 - $15,000 | View ↗ |
| CARR | Carrier global Corporation (CARR) | 2020-07-22 | 2020-08-15 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| XOM | Exxon Mobil Corporation (XOM) | 2020-07-22 | 2020-08-15 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| ICE | Intercontinental Exchange Inc. (ICE) | 2020-07-22 | 2020-08-15 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| OTIS | Otis Worldwide Corporation (OTIS) | 2020-07-22 | 2020-08-15 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| — | JNL ISHARES TACTICAL gROWTH | 2020-07-09 | 2020-08-15 | Exchange | $50,001 - $100,000 | View ↗ |
| — | JNL/FIRST STATE gLObAL INFRASTRuCTuRE | 2020-07-09 | 2020-08-15 | Exchange | $15,001 - $50,000 | View ↗ |
| — | JNL/FR TEMP gLbLMuLTIbOND | 2020-07-09 | 2020-08-15 | Exchange | $15,001 - $50,000 | View ↗ |
| — | JNL/gS DIVIDEND INC & gR | 2020-07-09 | 2020-08-15 | Exchange | $50,001 - $100,000 | View ↗ |
| — | JNL/JPMORgAN HEDgED EQuITY | 2020-07-09 | 2020-08-15 | Exchange | $15,001 - $50,000 | View ↗ |
| — | JNL/MC INFO TECH SECTOR | 2020-07-09 | 2020-08-15 | Exchange | $15,001 - $50,000 | View ↗ |
| — | JNL/MELLON EQuITY INCOME | 2020-07-09 | 2020-08-15 | Exchange | $50,001 - $100,000 | View ↗ |
| — | JNL/MELLON NASDAQ 100 INDEX | 2020-07-09 | 2020-08-15 | Exchange | $50,001 - $100,000 | View ↗ |
| — | JNL/MELLON S&P 400 MIDCAP INDEX | 2020-07-09 | 2020-08-15 | Exchange | $50,001 - $100,000 | View ↗ |
| — | JNL/PIMCO INVESTMENT gRADE CREDIT bOND | 2020-07-09 | 2020-08-15 | Exchange | $15,001 - $50,000 | View ↗ |
| — | gb EQ/Ab Dynamic Mod growth | 2020-07-08 | 2020-08-15 | Exchange | $100,001 - $250,000 | View ↗ |
| — | gb EQ/Moderate growth Strategy | 2020-07-08 | 2020-08-15 | Exchange | $250,001 - $500,000 | View ↗ |
| WMB | Williams Companies, Inc. (WMB) | 2020-06-29 | 2020-07-20 | Purchase | $1,001 - $15,000 | View ↗ |
| — | JNl ISHARES TACTICAl gROWTH | 2020-06-11 | 2020-07-20 | Purchase | $100,001 - $250,000 | View ↗ |
| — | JNl/FIRST STATE glOBAl INFRASTRuCTuRE | 2020-06-11 | 2020-07-20 | Purchase | $50,001 - $100,000 | View ↗ |
| — | JNl/FRANKlIN TEMP glBlMulTIBOND | 2020-06-11 | 2020-07-20 | Purchase | $50,001 - $100,000 | View ↗ |
| — | JNl/gS DIVIDEND INC & gR | 2020-06-11 | 2020-07-20 | Purchase | $100,001 - $250,000 | View ↗ |
| — | JNl/JPMORgAN HEDgED EQuITY | 2020-06-11 | 2020-07-20 | Purchase | $50,001 - $100,000 | View ↗ |
| — | JNl/MC INFO TECH SECTOR | 2020-06-11 | 2020-07-20 | Purchase | $50,001 - $100,000 | View ↗ |
| — | JNl/MEllON EQuITY INCOME | 2020-06-11 | 2020-07-20 | Purchase | $100,001 - $250,000 | View ↗ |
| — | JNl/MEllON NASDAQ 100 INDEX | 2020-06-11 | 2020-07-20 | Purchase | $100,001 - $250,000 | View ↗ |
| — | JNl/MEllON S&P 400 MIDCAP INDEX | 2020-06-11 | 2020-07-20 | Purchase | $100,001 - $250,000 | View ↗ |
| — | JNl/PIMCO INVESTMENT gRADE CREDIT BOND | 2020-06-11 | 2020-07-20 | Purchase | $50,001 - $100,000 | View ↗ |
| XOM | Exxon Mobil Corporation (XOM) | 2020-06-10 | 2020-07-20 | Purchase | $1,001 - $15,000 | View ↗ |
| — | AST ACADEMIC STRATEgIES ASSET AllOC PORT | 2020-06-09 | 2020-07-20 | Exchange | $250,001 - $500,000 | View ↗ |
| — | AST BlACKROCK glOBAl STRATEgIES PORT | 2020-06-09 | 2020-07-20 | Exchange | $250,001 - $500,000 | View ↗ |
| — | AST gOlDMAN SACHS MulTI- ASSET | 2020-06-09 | 2020-07-20 | Exchange | $250,001 - $500,000 | View ↗ |
| — | AST PRuDENTIAl gROWTH AllOCATION | 2020-06-09 | 2020-07-20 | Exchange | $250,001 - $500,000 | View ↗ |
| TXN | Texas Instruments Incorporated (TXN) | 2020-05-18 | 2020-06-16 | Purchase | $1,001 - $15,000 | View ↗ |
| ACN | Accenture plc Class A Ordinary Shares (ACN) | 2020-05-15 | 2020-06-16 | Purchase | $1,001 - $15,000 | View ↗ |
| MMP | Magellan Midstream Partners l.P. limited Partnership (MMP) | 2020-05-15 | 2020-06-16 | Purchase | $1,001 - $15,000 | View ↗ |
| — | JNL/FAMCo Flex Core Coverd Call Fund | 2020-04-24 | 2020-05-15 | s | $50,001 - $100,000 | View ↗ |
| — | JNL/FAMCo Flex Core Covered Call Fund | 2020-04-24 | 2020-05-15 | s | $50,001 - $100,000 | View ↗ |
| — | JNL/JPMorgan Hedged Equity | 2020-04-24 | 2020-05-15 | Purchase | $50,001 - $100,000 | View ↗ |
| AMT | American Tower Corporation (AMT) [sT] | 2020-04-09 | 2020-05-15 | Purchase | $1,001 - $15,000 | View ↗ |
| — | becton, Dickinson and Company (bDX) [sT] | 2020-04-09 | 2020-05-15 | Purchase | $1,001 - $15,000 | View ↗ |
| LIN | Linde plc ordinary share (LIN) [sT] | 2020-04-09 | 2020-05-15 | Purchase | $1,001 - $15,000 | View ↗ |
| — | Microsoft Corporation (MsFT) [sT] | 2020-04-09 | 2020-05-15 | Purchase | $1,001 - $15,000 | View ↗ |
| — | Thermo Fisher scientific Inc (TMo) [sT] | 2020-04-09 | 2020-05-15 | Purchase | $1,001 - $15,000 | View ↗ |
| — | Williams Companies, Inc. (WMb) [sT] | 2020-03-27 | 2020-04-16 | Purchase | $15,001 - $50,000 | View ↗ |
| — | accenture plc Class a ordinary shares (aCN) [sT] | 2020-03-26 | 2020-04-16 | Purchase | $100,001 - $250,000 | View ↗ |
| MMP | Magellan Midstream Partners l.P. limited Partnership (MMP) [sT] | 2020-03-26 | 2020-04-16 | Purchase | $100,001 - $250,000 | View ↗ |
| MMP | Magellan Midstream Partners l.P. limited Partnership (MMP) [sT] | 2020-03-26 | 2020-04-16 | Purchase | $15,001 - $50,000 | View ↗ |
| — | Microsoft Corporation (MsFT) [sT] | 2020-03-26 | 2020-04-16 | Purchase | $250,001 - $500,000 | View ↗ |
| — | MoRgaN sTaNlEY FIN llC MTN ZERo CPN [Cs] | 2020-03-26 | 2020-04-16 | Purchase | $100,001 - $250,000 | View ↗ |
| TXN | Texas Instruments Incorporated (TXN) [sT] | 2020-03-26 | 2020-04-16 | Purchase | $100,001 - $250,000 | View ↗ |
| — | Williams Companies, Inc. (WMb) [sT] | 2020-03-26 | 2020-04-16 | Purchase | $100,001 - $250,000 | View ↗ |
| — | [sT] | 2020-02-27 | 2020-03-17 | s | $1,001 - $15,000 | View ↗ |
| — | Maturity ETF (FTsM) [sT] | 2020-02-27 | 2020-03-17 | Purchase | $100,001 - $250,000 | View ↗ |
| — | [sT] | 2020-02-27 | 2020-03-17 | s | $15,001 - $50,000 | View ↗ |
| — | (WbA) [sT] | 2020-02-27 | 2020-03-17 | s | $1,001 - $15,000 | View ↗ |
| — | JNL/JPMorgan Hedged Equity | 2020-02-24 | 2020-05-15 | Purchase | $50,001 - $100,000 | View ↗ |
| — | Estee lauder Companies, Inc. (El) [sT] | 2020-02-14 | 2020-03-17 | Purchase | $1,001 - $15,000 | View ↗ |
| ICE | Intercontinental Exchange Inc. (ICE) [sT] | 2020-02-14 | 2020-03-17 | Purchase | $1,001 - $15,000 | View ↗ |
| — | Mondelez International, Inc. - Class A (MDlZ) [sT] | 2020-02-14 | 2020-03-17 | Purchase | $1,001 - $15,000 | View ↗ |
| — | [sT] | 2020-02-14 | 2020-03-17 | Purchase | $1,001 - $15,000 | View ↗ |
| — | WisdomTree u.s. Quality shareholder Yield Fund (QsY) [sT] | 2020-02-14 | 2020-03-17 | Purchase | $1,001 - $15,000 | View ↗ |
| — | Industrrial Property Trust Inc Class a [Ps] | 2020-01-09 | 2020-02-15 | s | over | View ↗ |
| — | Class A | 2020-01-09 | 2021-07-30 | Sale (Full) | $100,001 - $250,000 | View ↗ |
| — | Fs Energy & Power Fund Com [Ps] | 2020-01-06 | 2020-02-15 | Purchase | $1,001 - $15,000 | View ↗ |
| — | Inland Real Estate Income Tr Inc Com [Ps] | 2020-01-03 | 2020-02-15 | Purchase | $1,001 - $15,000 | View ↗ |
| — | Colony Credit Real Estate, Inc. Class a (ClNC) [sT] | 2019-12-04 | 2020-01-14 | s | $100,001 - $250,000 | View ↗ |
| — | Fs Energy and Power Fund Com [Ps] | 2019-12-03 | 2020-01-14 | Purchase | $1,001 - $15,000 | View ↗ |