Kathy E. Manning
| Date | Stock | Action | Amount | Return | vs SPY | Alpha |
|---|---|---|---|---|---|---|
| 2024-08-09 | PFE Pfizer, Inc. Common Stock | SELL | $1,001 - $15,000 | — | — | — |
| 2024-08-09 | SBUX Starbucks Corporation | SELL | $1,001 - $15,000 | — | — | — |
| 2024-07-02 | ABT Abbott Laboratories Common Stock | BUY | $1,001 - $15,000 | — | — | — |
| 2024-07-02 | ABBV AbbVie Inc. Common Stock | BUY | $1,001 - $15,000 | — | — | — |
| 2024-07-02 | ACN Accenture plc Class A Ordinary Shares | SELL | $1,001 - $15,000 | — | — | — |
| 2024-07-02 | APD Air Products and Chemicals, Inc. Common Stock | SELL | $1,001 - $15,000 | — | — | — |
| 2024-07-02 | GOOGL Alphabet Inc. - Class A Common Stock | SELL | $1,001 - $15,000 | — | — | — |
| 2024-07-02 | GOOG Alphabet Inc. - Class C Capital Stock | SELL | $1,001 - $15,000 | — | — | — |
| 2024-07-02 | AMGN Amgen Inc. | BUY | $1,001 - $15,000 | — | — | — |
| 2024-07-02 | AON Aon plc Class A Ordinary Shares | SELL | $15,001 - $50,000 | — | — | — |
| 2024-07-02 | AON Aon plc Class A Ordinary Shares | SELL | $1,001 - $15,000 | — | — | — |
| 2024-07-02 | AAPL Apple Inc. | BUY | $1,001 - $15,000 | — | — | — |
| 2024-07-02 | CAT Caterpillar, Inc. Common Stock | SELL | $1,001 - $15,000 | — | — | — |
| 2024-07-02 | CNC Centene Corporation Common Stock | BUY | $1,001 - $15,000 | — | — | — |
| 2024-07-02 | CB Chubb Limited Common Stock | SELL | $1,001 - $15,000 | — | — | — |
| 2024-07-02 | CME CME Group Inc. - Class A Common Stock | SELL | $1,001 - $15,000 | — | — | — |
| 2024-07-02 | COST Costco Wholesale Corporation | BUY | $1,001 - $15,000 | — | — | — |
| 2024-07-02 | EXPD Expeditors International of Washington, Inc. | BUY | $1,001 - $15,000 | — | — | — |
| 2024-07-02 | GRMN Garmin Ltd. Common Stock | BUY | $50,001 - $100,000 | — | — | — |
| 2024-07-02 | GRMN Garmin Ltd. Common Stock | BUY | $1,001 - $15,000 | — | — | — |
| 2024-07-02 | HD Home Depot, Inc. | BUY | $1,001 - $15,000 | — | — | — |
| 2024-07-02 | INTU Intuit Inc. | SELL | $1,001 - $15,000 | — | — | — |
| 2024-07-02 | JNJ Johnson & Johnson Common Stock | BUY | $1,001 - $15,000 | — | — | — |
| 2024-07-02 | LRCX Lam Research Corporation | BUY | $1,001 - $15,000 | — | — | — |
| 2024-07-02 | LMT Lockheed Martin Corporation Common Stock | SELL | $1,001 - $15,000 | — | — | — |
| 2024-07-02 | MA Mastercard Incorporated Common Stock | BUY | $1,001 - $15,000 | — | — | — |
| 2024-07-02 | MDT Medtronic plc. Ordinary Shares | SELL | $1,001 - $15,000 | — | — | — |
| 2024-07-02 | MRK Merck & Company, Inc. Common Stock | BUY | $1,001 - $15,000 | — | — | — |
| 2024-07-02 | MICRD MICRON SOLUTIONS INC NEW | BUY | $1,001 - $15,000 | — | — | — |
| 2024-07-02 | MSFT Microsoft Corporation | BUY | $15,001 - $50,000 | — | — | — |
| 2024-07-02 | MSFT Microsoft Corporation | BUY | $1,001 - $15,000 | — | — | — |
| 2024-07-02 | MSCI MSCI Inc. Common Stock | BUY | $1,001 - $15,000 | — | — | — |
| 2024-07-02 | NKE Nike, Inc. Common Stock | SELL | $15,001 - $50,000 | — | — | — |
| 2024-07-02 | NKE Nike, Inc. Common Stock | SELL | $1,001 - $15,000 | — | — | — |
| 2024-07-02 | NVDA NVIDIA Corporation | SELL | $1,001 - $15,000 | — | — | — |
| 2024-07-02 | NVDA NVIDIA Corporation | SELL | $15,001 - $50,000 | — | — | — |
| 2024-07-02 | PKG Packaging Corporation of America Common Stock | BUY | $1,001 - $15,000 | — | — | — |
| 2024-07-02 | PG Procter & Gamble Company | BUY | $1,001 - $15,000 | — | — | — |
| 2024-07-02 | QCOM QUALCOMM Incorporated | BUY | $1,001 - $15,000 | — | — | — |
| 2024-07-02 | CRM Salesforce, Inc. Common Stock | BUY | $1,001 - $15,000 | — | — | — |
| 2024-07-02 | SYY Sysco Corporation Common Stock | BUY | $1,001 - $15,000 | — | — | — |
| 2024-07-02 | TJX TJX Companies, Inc. | BUY | $1,001 - $15,000 | — | — | — |
| 2024-07-02 | V Visa Inc. | BUY | $1,001 - $15,000 | — | — | — |
| 2024-07-02 | WMT Walmart Inc. Common Stock | SELL | $1,001 - $15,000 | — | — | — |
| 2024-06-13 | WU Western Union Company | SELL | $1,001 - $15,000 | — | — | — |
| 2024-01-23 | ABT Abbott Laboratories | SELL | $1,001 - $15,000 | — | — | — |
| 2024-01-23 | ABBV AbbVie Inc. | BUY | $1,001 - $15,000 | — | — | — |
| 2024-01-23 | ACN Accenture plc Class A Ordinary Shares | SELL | $1,001 - $15,000 | — | — | — |
| 2024-01-23 | GOOGL Alphabet Inc. - Class A | SELL | $1,001 - $15,000 | — | — | — |
| 2024-01-23 | GOOG Alphabet Inc. - Class C Capital Stock | SELL | $1,001 - $15,000 | — | — | — |
| 2024-01-23 | AMGN Amgen Inc. | BUY | $1,001 - $15,000 | — | — | — |
| 2024-01-23 | AON Aon plc Class A Ordinary Shares | BUY | $1,001 - $15,000 | — | — | — |
| 2024-01-23 | AAPL Apple Inc. | SELL | $1,001 - $15,000 | — | — | — |
| 2024-01-23 | AAPL Apple Inc. | SELL | $15,001 - $50,000 | — | — | — |
| 2024-01-23 | CAT Caterpillar, Inc. | SELL | $1,001 - $15,000 | — | — | — |
| 2024-01-23 | CB Chubb Limited | BUY | $1,001 - $15,000 | — | — | — |
| 2024-01-23 | CFG Citizens Financial Group, Inc. | BUY | $15,001 - $50,000 | — | — | — |
| 2024-01-23 | CFG Citizens Financial Group, Inc. | BUY | $1,001 - $15,000 | — | — | — |
| 2024-01-23 | Citizens Financial Group, Inc. (CFG) | BUY | $1,001 - $15,000 | — | — | — |
| 2024-01-23 | CME CME Group Inc. - Class A | BUY | $1,001 - $15,000 | — | — | — |
| 2024-01-23 | COST Costco Wholesale Corporation | BUY | $15,001 - $50,000 | — | — | — |
| 2024-01-23 | COST Costco Wholesale Corporation | BUY | $1,001 - $15,000 | — | — | — |
| 2024-01-23 | GIS General Mills, Inc. | SELL | $1,001 - $15,000 | — | — | — |
| 2024-01-23 | GIS General Mills, Inc. | SELL | $15,001 - $50,000 | — | — | — |
| 2024-01-23 | INTU Intuit Inc. | SELL | $15,001 - $50,000 | — | — | — |
| 2024-01-23 | INTU Intuit Inc. | SELL | $1,001 - $15,000 | — | — | — |
| 2024-01-23 | JNJ Johnson & Johnson | BUY | $1,001 - $15,000 | — | — | — |
| 2024-01-23 | JPM JP Morgan Chase & Co. | SELL | $1,001 - $15,000 | — | — | — |
| 2024-01-23 | LRCX Lam Research Corporation | SELL | $1,001 - $15,000 | — | — | — |
| 2024-01-23 | LRCX Lam Research Corporation | SELL | $15,001 - $50,000 | — | — | — |
| 2024-01-23 | LMT Lockheed Martin Corporation | BUY | $1,001 - $15,000 | — | — | — |
| 2024-01-23 | MA Mastercard Incorporated | BUY | $1,001 - $15,000 | — | — | — |
| 2024-01-23 | MA Mastercard Incorporated | BUY | $15,001 - $50,000 | — | — | — |
| 2024-01-23 | MDT Medtronic plc. Ordinary Shares | BUY | $1,001 - $15,000 | — | — | — |
| 2024-01-23 | MDT Medtronic plc. Ordinary Shares | BUY | $15,001 - $50,000 | — | — | — |
| 2024-01-23 | MRK Merck & Company, Inc. Common Stock | BUY | $1,001 - $15,000 | — | — | — |
| 2024-01-23 | MRK Merck & Company, Inc. Common Stock | BUY | $15,001 - $50,000 | — | — | — |
| 2024-01-23 | MU Micron Technology, Inc. | SELL | $1,001 - $15,000 | — | — | — |
| 2024-01-23 | MSFT Microsoft Corporation | BUY | $1,001 - $15,000 | — | — | — |
| 2024-01-23 | MSCI MSCI Inc. | BUY | $1,001 - $15,000 | — | — | — |
| 2024-01-23 | MSCI MSCI Inc. | BUY | $15,001 - $50,000 | — | — | — |
| 2024-01-23 | NKE Nike, Inc. | BUY | $1,001 - $15,000 | — | — | — |
| 2024-01-23 | PKG Packaging Corporation of America | SELL | $1,001 - $15,000 | — | — | — |
| 2024-01-23 | PG Procter & Gamble Company | BUY | $1,001 - $15,000 | — | — | — |
| 2024-01-23 | QCOM QUALCOMM Incorporated | SELL | $1,001 - $15,000 | — | — | — |
| 2024-01-23 | CRM Salesforce, Inc. | BUY | $15,001 - $50,000 | — | — | — |
| 2024-01-23 | CRM Salesforce, Inc. | BUY | $1,001 - $15,000 | — | — | — |
| 2024-01-23 | SBUX Starbucks Corporation | SELL | $1,001 - $15,000 | — | — | — |
| 2024-01-23 | SBUX Starbucks Corporation | SELL | $15,001 - $50,000 | — | — | — |
| 2024-01-23 | SYY Sysco Corporation | BUY | $1,001 - $15,000 | — | — | — |
| 2024-01-23 | TJX TJX Companies, Inc. | BUY | $1,001 - $15,000 | — | — | — |
| 2024-01-23 | V Visa Inc. | SELL | $1,001 - $15,000 | — | — | — |
| 2024-01-23 | WMT Walmart Inc. | BUY | $1,001 - $15,000 | — | — | — |
| 2023-12-12 | CFG Citizens Financial Group, Inc. | SELL | $1,001 - $15,000 | — | — | — |
| 2023-12-12 | CFG Citizens Financial Group, Inc. | SELL | $15,001 - $50,000 | — | — | — |
| 2023-12-12 | EL Estee Lauder Companies, Inc. | SELL | $1,001 - $15,000 | — | — | — |
| 2023-12-12 | EL Estee Lauder Companies, Inc. | SELL | $15,001 - $50,000 | — | — | — |
| 2023-12-12 | MDT Medtronic plc. Ordinary Shares | SELL | $1,001 - $15,000 | — | — | — |
| 2023-12-12 | MDT Medtronic plc. Ordinary Shares | SELL | $15,001 - $50,000 | — | — | — |
| 2023-12-12 | PYPL PayPal Holdings, Inc. | SELL | $1,001 - $15,000 | — | — | — |
| 2023-12-12 | PYPL PayPal Holdings, Inc. | SELL | $15,001 - $50,000 | — | — | — |
| 2023-12-12 | PFE Pfizer, Inc. | SELL | $1,001 - $15,000 | — | — | — |
| 2023-12-12 | PFE Pfizer, Inc. | SELL | $15,001 - $50,000 | — | — | — |
| 2023-12-12 | DIS Walt Disney Company | SELL | $15,001 - $50,000 | — | — | — |
| 2023-12-12 | DIS Walt Disney Company | SELL | $1,001 - $15,000 | — | — | — |
| 2023-04-28 | ABT Abbott Laboratories | BUY | $1,001 - $15,000 | — | — | — |
| 2023-04-28 | ABBV AbbVie Inc. | SELL | $1,001 - $15,000 | — | — | — |
| 2023-04-28 | ACN Accenture plc Class A Ordinary Shares | BUY | $1,001 - $15,000 | — | — | — |
| 2023-04-28 | GOOGL Alphabet Inc. - Class A | SELL | $1,001 - $15,000 | — | — | — |
| 2023-04-28 | AMGN Amgen Inc. | BUY | $1,001 - $15,000 | — | — | — |
| 2023-04-28 | AON Aon plc Class A Ordinary Shares | BUY | $1,001 - $15,000 | — | — | — |
| 2023-04-28 | AAPL Apple Inc. | BUY | $1,001 - $15,000 | — | — | — |
| 2023-04-28 | CAT Caterpillar, Inc. | SELL | $1,001 - $15,000 | — | — | — |
| 2023-04-28 | CNC Centene Corporation | BUY | $1,001 - $15,000 | — | — | — |
| 2023-04-28 | CB Chubb Limited | SELL | $1,001 - $15,000 | — | — | — |
| 2023-04-28 | CFG Citizens Financial Group, Inc. | BUY | $1,001 - $15,000 | — | — | — |
| 2023-04-28 | EL Estee Lauder Companies, Inc. | SELL | $1,001 - $15,000 | — | — | — |
| 2023-04-28 | INTU Intuit Inc. | BUY | $1,001 - $15,000 | — | — | — |
| 2023-04-28 | JPM JP Morgan Chase & Co. | SELL | $1,001 - $15,000 | — | — | — |
| 2023-04-28 | LRCX Lam Research Corporation | BUY | $1,001 - $15,000 | — | — | — |
| 2023-04-28 | LMT Lockheed Martin Corporation | SELL | $1,001 - $15,000 | — | — | — |
| 2023-04-28 | MDT Medtronic plc. Ordinary Shares | BUY | $1,001 - $15,000 | — | — | — |
| 2023-04-28 | MU Micron Technology, Inc. | SELL | $1,001 - $15,000 | — | — | — |
| 2023-04-28 | MSFT Microsoft Corporation | BUY | $1,001 - $15,000 | — | — | — |
| 2023-04-28 | MSFT Microsoft Corporation | BUY | $15,001 - $50,000 | — | — | — |
| 2023-04-28 | NKE Nike, Inc. | SELL | $1,001 - $15,000 | — | — | — |
| 2023-04-28 | NVDA NVIDIA Corporation | BUY | $1,001 - $15,000 | — | — | — |
| 2023-04-28 | PKG Packaging Corporation of America | BUY | $1,001 - $15,000 | — | — | — |
| 2023-04-28 | PYPL PayPal Holdings, Inc. | BUY | $1,001 - $15,000 | — | — | — |
| 2023-04-28 | PFE Pfizer, Inc. | BUY | $1,001 - $15,000 | — | — | — |
| 2023-04-28 | PG Procter & Gamble Company | SELL | $1,001 - $15,000 | — | — | — |
| 2023-04-28 | QCOM QUALCOMM Incorporated | BUY | $1,001 - $15,000 | — | — | — |
| 2023-04-28 | SBUX Starbucks Corporation | SELL | $1,001 - $15,000 | — | — | — |
| 2023-04-28 | TJX TJX Companies, Inc. | SELL | $1,001 - $15,000 | — | — | — |
| 2023-04-28 | WMT Walmart Inc. | SELL | $1,001 - $15,000 | — | — | — |
| 2023-04-28 | DIS Walt Disney Company | SELL | $1,001 - $15,000 | — | — | — |
| 2023-03-31 | ECL Ecolab Inc. | SELL | $15,001 - $50,000 | — | — | — |
| 2022-10-12 | MMM 3M Company | BUY | $1,001 - $15,000 | — | — | — |
| 2022-10-12 | ACN Accenture plc Class A Ordinary Shares | BUY | $1,001 - $15,000 | — | — | — |
| 2022-10-12 | ADBE Adobe Inc. | SELL | $1,001 - $15,000 | — | — | — |
| 2022-10-12 | GOOGL Alphabet Inc. - Class A | BUY | $1,001 - $15,000 | — | — | — |
| 2022-10-12 | AMZN Amazon.com, Inc. | BUY | $1,001 - $15,000 | — | — | — |
| 2022-10-12 | AEE Ameren Corporation | BUY | $1,001 - $15,000 | — | — | — |
| 2022-10-12 | AEP American Electric Power Company, Inc. | BUY | $1,001 - $15,000 | — | — | — |
| 2022-10-12 | AMT American Tower Corporation | SELL | $1,001 - $15,000 | — | — | — |
| 2022-10-12 | AMGN Amgen Inc. | SELL | $1,001 - $15,000 | — | — | — |
| 2022-10-12 | AAPL Apple Inc. | SELL | $1,001 - $15,000 | — | — | — |
| 2022-10-12 | AMAT Applied Materials, Inc. | BUY | $1,001 - $15,000 | — | — | — |
| 2022-10-12 | T AT&T Inc. | SELL | $1,001 - $15,000 | — | — | — |
| 2022-10-12 | BAC Bank of America Corporation | SELL | $1,001 - $15,000 | — | — | — |
| 2022-10-12 | BRK.B Berkshire Hathaway Inc. New | SELL | $1,001 - $15,000 | — | — | — |
| 2022-10-12 | BLK BlackRock, Inc. | SELL | $1,001 - $15,000 | — | — | — |
| 2022-10-12 | BRCM Broadcom Corporation - Class A | BUY | $1,001 - $15,000 | — | — | — |
| 2022-10-12 | CSCO Cisco Systems, Inc. | SELL | $1,001 - $15,000 | — | — | — |
| 2022-10-12 | KO Coca-Cola Company | SELL | $1,001 - $15,000 | — | — | — |
| 2022-10-12 | CMCSA Comcast Corporation - Class A | BUY | $1,001 - $15,000 | — | — | — |
| 2022-10-12 | COST Costco Wholesale Corporation | SELL | $1,001 - $15,000 | — | — | — |
| 2022-10-12 | EQIX Equinix, Inc. | SELL | $1,001 - $15,000 | — | — | — |
| 2022-10-12 | EL Estee Lauder Companies, Inc. | SELL | $1,001 - $15,000 | — | — | — |
| 2022-10-12 | FDX FedEx Corporation | BUY | $1,001 - $15,000 | — | — | — |
| 2022-10-12 | HD Home Depot, Inc. | SELL | $1,001 - $15,000 | — | — | — |
| 2022-10-12 | INTC Intel Corporation | BUY | $1,001 - $15,000 | — | — | — |
| 2022-10-12 | INTU Intuit Inc. | BUY | $1,001 - $15,000 | — | — | — |
| 2022-10-12 | ISRG Intuitive Surgical, Inc. | SELL | $1,001 - $15,000 | — | — | — |
| 2022-10-12 | INVH Invitation Homes Inc. | BUY | $1,001 - $15,000 | — | — | — |
| 2022-10-12 | JNJ Johnson & Johnson | BUY | $1,001 - $15,000 | — | — | — |
| 2022-10-12 | KMB Kimberly-Clark Corporation | BUY | $1,001 - $15,000 | — | — | — |
| 2022-10-12 | LRCX Lam Research Corporation | SELL | $1,001 - $15,000 | — | — | — |
| 2022-10-12 | MA Mastercard Incorporated | BUY | $1,001 - $15,000 | — | — | — |
| 2022-10-12 | MCD McDonald's Corporation | SELL | $1,001 - $15,000 | — | — | — |
| 2022-10-12 | MDT Medtronic plc. Ordinary Shares | BUY | $1,001 - $15,000 | — | — | — |
| 2022-10-12 | FB Meta Platforms, Inc. - Class A | SELL | $1,001 - $15,000 | — | — | — |
| 2022-10-12 | MSFT Microsoft Corporation | BUY | $1,001 - $15,000 | — | — | — |
| 2022-10-12 | NKE Nike, Inc. | SELL | $1,001 - $15,000 | — | — | — |
| 2022-10-12 | NVDA NVIDIA Corporation | BUY | $1,001 - $15,000 | — | — | — |
| 2022-10-12 | ORCL Oracle Corporation | SELL | $1,001 - $15,000 | — | — | — |
| 2022-10-12 | PFE Pfizer, Inc. | BUY | $1,001 - $15,000 | — | — | — |
| 2022-10-12 | PPL PPL Corporation | BUY | $1,001 - $15,000 | — | — | — |
| 2022-10-12 | PG Procter & Gamble Company | BUY | $1,001 - $15,000 | — | — | — |
| 2022-10-12 | QCOM QUALCOMM Incorporated | SELL | $1,001 - $15,000 | — | — | — |
| 2022-10-12 | RTN Raytheon Company | SELL | $1,001 - $15,000 | — | — | — |
| 2022-10-12 | SPGI S&P Global Inc. | SELL | $1,001 - $15,000 | — | — | — |
| 2022-10-12 | CRM Salesforce, Inc. | BUY | $1,001 - $15,000 | — | — | — |
| 2022-10-12 | TSLA Tesla, Inc. | BUY | $1,001 - $15,000 | — | — | — |
| 2022-10-12 | TXN Texas Instruments Incorporated | BUY | $1,001 - $15,000 | — | — | — |
| 2022-10-12 | TMO Thermo Fisher Scientific Inc | BUY | $1,001 - $15,000 | — | — | — |
| 2022-10-12 | UPS United Parcel Service, Inc. | SELL | $1,001 - $15,000 | — | — | — |
| 2022-10-12 | UNH UnitedHealth Group Incorporated Common Stock | SELL | $1,001 - $15,000 | — | — | — |
| 2022-10-12 | VZ Verizon Communications Inc. | BUY | $1,001 - $15,000 | — | — | — |
| 2022-10-12 | V Visa Inc. | SELL | $1,001 - $15,000 | — | — | — |
| 2022-10-12 | WELL Welltower Inc. | BUY | $1,001 - $15,000 | — | — | — |
| 2022-09-12 | ABBV AbbVie Inc. | BUY | $1,001 - $15,000 | — | — | — |
| 2022-09-12 | AMZN Amazon.com, Inc. | SELL | $1,001 - $15,000 | — | — | — |
| 2022-09-12 | T AT&T Inc. | BUY | $1,001 - $15,000 | — | — | — |
| 2022-09-12 | AVGO Broadcom Inc. | SELL | $1,001 - $15,000 | — | — | — |
| 2022-09-12 | CHTR Charter Communications, Inc. - Class A | BUY | $1,001 - $15,000 | — | — | — |
| 2022-09-12 | CMCSA Comcast Corporation - Class A | SELL | $1,001 - $15,000 | — | — | — |
| 2022-09-12 | ISRG Intuitive Surgical, Inc. | BUY | $1,001 - $15,000 | — | — | — |
| 2022-09-12 | JNJ Johnson & Johnson | SELL | $1,001 - $15,000 | — | — | — |
| 2022-09-12 | MRK Merck & Company, Inc. Common Stock | BUY | $1,001 - $15,000 | — | — | — |
| 2022-09-12 | MSFT Microsoft Corporation | SELL | $1,001 - $15,000 | — | — | — |
| 2022-09-12 | PFE Pfizer, Inc. | SELL | $1,001 - $15,000 | — | — | — |
| 2022-09-12 | PG Procter & Gamble Company | SELL | $1,001 - $15,000 | — | — | — |
| 2022-09-12 | TSLA Tesla, Inc. | SELL | $1,001 - $15,000 | — | — | — |
| 2022-09-12 | AABV AbbiVie Inc | BUY | $1,001 - $15,000 | — | — | — |
| 2022-08-05 | GOOGL Alphabet Inc. - Class A | BUY | $1,001 - $15,000 | — | — | — |
| 2022-08-05 | GOOG Alphabet Inc. - Class C Capital Stock | BUY | $1,001 - $15,000 | — | — | — |
| 2022-08-05 | AMZN Amazon.com, Inc. | BUY | $1,001 - $15,000 | — | — | — |
| 2022-08-05 | AAPL Apple Inc. | BUY | $1,001 - $15,000 | — | — | — |
| 2022-08-05 | T AT&T Inc. | SELL | $1,001 - $15,000 | — | — | — |
| 2022-08-05 | BAC Bank of America Corporation | BUY | $1,001 - $15,000 | — | — | — |
| 2022-08-05 | BRK.B Berkshire Hathaway Inc. New | BUY | $1,001 - $15,000 | — | — | — |
| 2022-08-05 | AVGO Broadcom Inc. | BUY | $1,001 - $15,000 | — | — | — |
| 2022-08-05 | CVX Chevron Corporation | BUY | $1,001 - $15,000 | — | — | — |
| 2022-08-05 | COST Costco Wholesale Corporation | BUY | $1,001 - $15,000 | — | — | — |
| 2022-08-05 | XOM Exxon Mobil Corporation | BUY | $1,001 - $15,000 | — | — | — |
| 2022-08-05 | HD Home Depot, Inc. | BUY | $1,001 - $15,000 | — | — | — |
| 2022-08-05 | JNJ Johnson & Johnson | BUY | $1,001 - $15,000 | — | — | — |
| 2022-08-05 | MRK Merck & Company, Inc. Common Stock | SELL | $1,001 - $15,000 | — | — | — |
| 2022-08-05 | META Meta Platforms, Inc. - Class A | BUY | $1,001 - $15,000 | — | — | — |
| 2022-08-05 | MSFT Microsoft Corporation | BUY | $1,001 - $15,000 | — | — | — |
| 2022-08-05 | NVDA NVIDIA Corporation | BUY | $1,001 - $15,000 | — | — | — |
| 2022-08-05 | PEP Pepsico, Inc. | BUY | $1,001 - $15,000 | — | — | — |
| 2022-08-05 | PFE Pfizer, Inc. | BUY | $1,001 - $15,000 | — | — | — |
| 2022-08-05 | PG Procter & Gamble Company | BUY | $1,001 - $15,000 | — | — | — |
| 2022-08-05 | TSLA Tesla, Inc. | BUY | $1,001 - $15,000 | — | — | — |
| 2022-08-05 | UNH UnitedHealth Group Incorporated Common Stock | BUY | $1,001 - $15,000 | — | — | — |
| 2022-08-03 | MO Altria Group, Inc. | SELL | $1,001 - $15,000 | — | — | — |
| 2022-08-03 | AMCR Amcor plc Ordinary Shares | SELL | $1,001 - $15,000 | — | — | — |
| 2022-08-03 | AIG American International Group, Inc. New | SELL | $1,001 - $15,000 | — | — | — |
| 2022-08-03 | AMP Ameriprise Financial, Inc. | SELL | $1,001 - $15,000 | — | — | — |
| 2022-08-03 | AMGN Amgen Inc. | SELL | $1,001 - $15,000 | — | — | — |
| 2022-08-03 | APA APA Corporation | SELL | $1,001 - $15,000 | — | — | — |
| 2022-08-03 | T AT&T Inc. | SELL | $1,001 - $15,000 | — | — | — |
| 2022-08-03 | AZO AutoZone, Inc. | SELL | $1,001 - $15,000 | — | — | — |
| 2022-08-03 | BAC Bank of America Corporation | SELL | $1,001 - $15,000 | — | — | — |
| 2022-08-03 | BBY Best Buy Co., Inc. | SELL | $1,001 - $15,000 | — | — | — |
| 2022-08-03 | BIIB Biogen Inc. | SELL | $1,001 - $15,000 | — | — | — |
| 2022-08-03 | BXP Boston Properties, Inc. | SELL | $1,001 - $15,000 | — | — | — |
| 2022-08-03 | BLDR Builders FirstSource, Inc. | SELL | $1,001 - $15,000 | — | — | — |
| 2022-08-03 | COF Capital One Financial Corporation | SELL | $1,001 - $15,000 | — | — | — |
| 2022-08-03 | CAH Cardinal Health, Inc. | SELL | $1,001 - $15,000 | — | — | — |
| 2022-08-03 | CE Celanese Corporation Celanese Corporation | SELL | $1,001 - $15,000 | — | — | — |
| 2022-08-03 | CHTR Charter Communications, Inc. - Class A | SELL | $1,001 - $15,000 | — | — | — |
| 2022-08-03 | C Citigroup, Inc. | SELL | $1,001 - $15,000 | — | — | — |
| 2022-08-03 | CMA Comerica Incorporated | SELL | $1,001 - $15,000 | — | — | — |
| 2022-08-03 | CCK Crown Holdings, Inc. | SELL | $1,001 - $15,000 | — | — | — |
| 2022-08-03 | DRI Darden Restaurants, Inc. | SELL | $1,001 - $15,000 | — | — | — |
| 2022-08-03 | DVN Devon Energy Corporation | SELL | $1,001 - $15,000 | — | — | — |
| 2022-08-03 | DFS Discover Financial Services | SELL | $1,001 - $15,000 | — | — | — |
← swipe the chart to see the whole period
HCA moved +21.1% while the S&P did +5.0%. Disclosed as $1,001 - $15,000 bought, $1,001 - $15,000 sold — which is why this is a price move and not a profit.
IT moved +13.7% while the S&P did +5.0%. Disclosed as $1,001 - $15,000 bought, $1,001 - $15,000 sold — which is why this is a price move and not a profit.
AMP moved +11.6% while the S&P did +5.0%. Disclosed as $1,001 - $15,000 bought, $1,001 - $15,000 sold — which is why this is a price move and not a profit.
DPZ moved -4.9% while the S&P did +5.0%. Disclosed as $1,001 - $15,000 bought, $1,001 - $15,000 sold — which is why this is a price move and not a profit.
COF moved -5.0% while the S&P did +5.0%. Disclosed as $1,001 - $15,000 bought, $1,001 - $15,000 sold — which is why this is a price move and not a profit.
PHM moved -5.7% while the S&P did +5.0%. Disclosed as $1,001 - $15,000 bought, $1,001 - $15,000 sold — which is why this is a price move and not a profit.
What this is not: a profit.
The STOCK Act discloses an amount band, never a share count. A member who
bought in the $50,001–$100,000 band and sold in the $15,001–$50,000 band
might have trimmed the position or might have watched it fall — nothing in the
filing tells the two apart. So every figure here is the movement in the share
price between two disclosed dates, next to what the S&P 500 did over exactly
those days.
Only completed positions appear — one purchase, one sale, in
that order. A stock bought twice, or sold before any purchase we hold, has no
single cost basis we can honestly describe and is left out. Prices are
adjusted closes, which account for splits and dividends; that is what makes
the comparison with the index like for like, and it is why a price shown here
can differ from what the stock traded at on the day.