Scott Franklin
| Date | Stock | Action | Amount | Return | vs SPY | Alpha |
|---|---|---|---|---|---|---|
| 2026-02-10 | HSY The Hershey Company Common Stock | SELL | $1,001 - $15,000 | — | — | — |
| 2026-02-10 | HSY The Hershey Company Common Stock | SELL | $50,001 - $100,000 | — | — | — |
| 2025-10-14 | UNP Union Pacific Corporation Common Stock oversees this sector | BUY | $50,001 - $100,000 | — | — | — |
| 2025-10-14 | UNP Union Pacific Corporation Common Stock oversees this sector | BUY | $1,001 - $15,000 | — | — | — |
| 2025-08-04 | CMCSA Comcast Corporation - Class A Common Stock | SELL | $1,001 - $15,000 | — | — | — |
| 2025-08-04 | CMCSA Comcast Corporation - Class A Common Stock | SELL | $15,001 - $50,000 | — | — | — |
| 2025-08-04 | NVO Novo Nordisk A/S Common Stock | BUY | $15,001 - $50,000 | — | — | — |
| 2025-08-04 | NVO Novo Nordisk A/S Common Stock | BUY | $1,001 - $15,000 | — | — | — |
| 2025-07-22 | UPS United Parcel Service, Inc. Common Stock oversees this sector | SELL | $1,001 - $15,000 | — | — | — |
| 2025-07-22 | UPS United Parcel Service, Inc. Common Stock oversees this sector | SELL | $50,001 - $100,000 | — | — | — |
| 2025-06-16 | GOOG Alphabet Inc. - Class C Capital Stock | SELL | $1,001 - $15,000 | — | — | — |
| 2025-06-16 | AAPL Apple Inc. | SELL | $15,001 - $50,000 | — | — | — |
| 2025-06-16 | BRK.B Berkshire Hathaway Inc. New Common Stock | SELL | $15,001 - $50,000 | — | — | — |
| 2025-06-16 | CSCO Cisco Systems, Inc. | SELL | $1,001 - $15,000 | — | — | — |
| 2025-06-16 | HD Home Depot, Inc. | SELL | $15,001 - $50,000 | — | — | — |
| 2025-06-16 | JNJ Johnson & Johnson Common Stock | SELL | $15,001 - $50,000 | — | — | — |
| 2025-06-16 | JPM JP Morgan Chase & Co. Common Stock | SELL | $15,001 - $50,000 | — | — | — |
| 2025-06-16 | KVUE Kenvue Inc. Common Stock | SELL | $1,001 - $15,000 | — | — | — |
| 2025-06-16 | MCD McDonald's Corporation Common Stock | SELL | $15,001 - $50,000 | — | — | — |
| 2025-06-16 | MRK Merck & Company, Inc. Common Stock | SELL | $1,001 - $15,000 | — | — | — |
| 2025-06-16 | MSFT Microsoft Corporation | SELL | $15,001 - $50,000 | — | — | — |
| 2025-06-16 | PEP Pepsico, Inc. | SELL | $1,001 - $15,000 | — | — | — |
| 2025-06-16 | PG Procter & Gamble Company | SELL | $15,001 - $50,000 | — | — | — |
| 2025-06-16 | UPS United Parcel Service, Inc. Common Stock oversees this sector | SELL | $1,001 - $15,000 | — | — | — |
| 2025-06-16 | V Visa Inc. | SELL | $15,001 - $50,000 | — | — | — |
| 2025-06-16 | WMT Walmart Inc. Common Stock | SELL | $15,001 - $50,000 | — | — | — |
| 2025-04-21 | UNP Union Pacific Corporation Common Stock oversees this sector | BUY | $1,001 - $15,000 | — | — | — |
| 2025-04-10 | BWIN The Baldwin Insurance Group, Inc. - Class A Common Stock | SELL | $500,001 - $1,000,000 Major | — | — | — |
| 2025-03-27 | NVO Novo Nordisk A/S Common Stock | BUY | $1,001 - $15,000 | — | — | — |
| 2025-03-27 | NVO Novo Nordisk A/S Common Stock | BUY | $15,001 - $50,000 | — | — | — |
| 2025-02-26 | AMZN Amazon.com, Inc. | BUY | $1,001 - $15,000 | — | — | — |
| 2025-02-26 | AMZN Amazon.com, Inc. | BUY | $50,001 - $100,000 | — | — | — |
| 2025-02-18 | LMT Lockheed Martin Corporation Common Stock oversees this sector | BUY | $1,001 - $15,000 | — | — | — |
| 2025-02-18 | LMT Lockheed Martin Corporation Common Stock oversees this sector | BUY | $15,001 - $50,000 | — | — | — |
| 2025-02-07 | BWIN The Baldwin Insurance Group, Inc. - Class A Common Stock | SELL | $1,000,001 - $5,000,000 Major | — | — | — |
| 2025-02-06 | BWIN The Baldwin Insurance Group, Inc. - Class A Common Stock | SELL | $15,001 - $50,000 | — | — | — |
| 2025-01-28 | COST Costco Wholesale Corporation | SELL | $1,001 - $15,000 | — | — | — |
| 2025-01-28 | COST Costco Wholesale Corporation | SELL | $50,001 - $100,000 | — | — | — |
| 2024-09-25 | ITW Illinois Tool Works Inc. Common Stock oversees this sector | BUY | $50,001 - $100,000 | — | — | — |
| 2024-09-25 | ITW Illinois Tool Works Inc. Common Stock oversees this sector | BUY | $1,001 - $15,000 | — | — | — |
| 2024-09-25 | ADP Automatic Data Processing, Inc. | BUY | $1,001 - $15,000 | — | — | — |
| 2024-09-24 | ADP Automatic Data Processing, Inc. | BUY | $50,001 - $100,000 | — | — | — |
| 2024-09-24 | ADP Automatic Data Processing, Inc. | BUY | $1,001 - $15,000 | — | — | — |
| 2024-08-14 | SBUX Starbucks Corporation | SELL | $1,001 - $15,000 | — | — | — |
| 2024-08-14 | SBUX Starbucks Corporation | SELL | $100,001 - $250,000 Large | — | — | — |
| 2024-08-07 | ACN Accenture plc Class A Ordinary Shares | BUY | $50,001 - $100,000 | — | — | — |
| 2024-08-07 | APD Air Products and Chemicals, Inc. Common Stock oversees this sector | BUY | $50,001 - $100,000 | — | — | — |
| 2024-08-07 | AMGN Amgen Inc. | BUY | $50,001 - $100,000 | — | — | — |
| 2024-08-07 | CB Chubb Limited Common Stock | BUY | $50,001 - $100,000 | — | — | — |
| 2024-08-07 | GD General Dynamics Corporation Common Stock oversees this sector | BUY | $50,001 - $100,000 | — | — | — |
| 2024-08-07 | INVESCO EXCHANGE TRADED FD | BUY | $50,001 - $100,000 | — | — | — |
| 2024-08-07 | JNJ Johnson & Johnson Common Stock | BUY | $15,001 - $50,000 | — | — | — |
| 2024-08-07 | MCD McDonald's Corporation Common Stock | BUY | $1,001 - $15,000 | — | — | — |
| 2024-08-07 | SBUX Starbucks Corporation | BUY | $15,001 - $50,000 | — | — | — |
| 2024-08-07 | HSY The Hershey Company Common Stock | BUY | $50,001 - $100,000 | — | — | — |
| 2024-08-07 | UPS United Parcel Service, Inc. Common Stock oversees this sector | BUY | $15,001 - $50,000 | — | — | — |
| 2024-08-07 | ACN Accenture plc Class A Ordinary Shares | BUY | $1,001 - $15,000 | — | — | — |
| 2024-08-07 | APD Air Products and Chemicals, Inc. Common Stock oversees this sector | BUY | $1,001 - $15,000 | — | — | — |
| 2024-08-07 | GOOG Alphabet Inc. - Class C Capital Stock | BUY | $1,001 - $15,000 | — | — | — |
| 2024-08-07 | AMGN Amgen Inc. | BUY | $1,001 - $15,000 | — | — | — |
| 2024-08-07 | AAPL Apple Inc. | BUY | $1,001 - $15,000 | — | — | — |
| 2024-08-07 | BRK.B Berkshire Hathaway Inc. New Common Stock | BUY | $1,001 - $15,000 | — | — | — |
| 2024-08-07 | CB Chubb Limited Common Stock | BUY | $1,001 - $15,000 | — | — | — |
| 2024-08-07 | CMCSA Comcast Corporation - Class A Common Stock | BUY | $1,001 - $15,000 | — | — | — |
| 2024-08-07 | COST Costco Wholesale Corporation | BUY | $1,001 - $15,000 | — | — | — |
| 2024-08-07 | GD General Dynamics Corporation Common Stock oversees this sector | BUY | $1,001 - $15,000 | — | — | — |
| 2024-08-07 | HD Home Depot, Inc. | BUY | $1,001 - $15,000 | — | — | — |
| 2024-08-07 | JNJ Johnson & Johnson Common Stock | BUY | $1,001 - $15,000 | — | — | — |
| 2024-08-07 | JPM JP Morgan Chase & Co. Common Stock | BUY | $1,001 - $15,000 | — | — | — |
| 2024-08-07 | LMT Lockheed Martin Corporation Common Stock oversees this sector | BUY | $1,001 - $15,000 | — | — | — |
| 2024-08-07 | MRK Merck & Company, Inc. Common Stock | BUY | $1,001 - $15,000 | — | — | — |
| 2024-08-07 | MSFT Microsoft Corporation | BUY | $1,001 - $15,000 | — | — | — |
| 2024-08-07 | PEP Pepsico, Inc. | BUY | $1,001 - $15,000 | — | — | — |
| 2024-08-07 | PG Procter & Gamble Company | BUY | $1,001 - $15,000 | — | — | — |
| 2024-08-07 | SBUX Starbucks Corporation | BUY | $1,001 - $15,000 | — | — | — |
| 2024-08-07 | HSY The Hershey Company Common Stock | BUY | $1,001 - $15,000 | — | — | — |
| 2024-08-07 | UPS United Parcel Service, Inc. Common Stock oversees this sector | BUY | $1,001 - $15,000 | — | — | — |
| 2024-08-07 | UNH UnitedHealth Group Incorporated Common Stock | BUY | $1,001 - $15,000 | — | — | — |
| 2024-08-07 | V Visa Inc. | BUY | $1,001 - $15,000 | — | — | — |
| 2024-08-07 | WMT Walmart Inc. Common Stock | BUY | $1,001 - $15,000 | — | — | — |
| 2024-08-06 | AAPL Apple Inc. | SELL | $15,001 - $50,000 | — | — | — |
| 2024-08-06 | Cisco Systems, Inc. | SELL | $50,001+ | — | — | — |
| 2024-08-06 | COST Costco Wholesale Corporation | SELL | $15,001 - $50,000 | — | — | — |
| 2024-08-06 | DFS Discover Financial Services Common Stock | SELL | $50,001 - $100,000 | — | — | — |
| 2024-08-06 | JPM JP Morgan Chase & Co. Common Stock | SELL | $15,001 - $50,000 | — | — | — |
| 2024-08-06 | KVUE Kenvue Inc. Common Stock | SELL | $1,001 - $15,000 | — | — | — |
| 2024-08-06 | MSFT Microsoft Corporation | SELL | $15,001 - $50,000 | — | — | — |
| 2024-08-06 | NEE NextEra Energy, Inc. Common Stock | SELL | $50,001 - $100,000 | — | — | — |
| 2024-08-06 | PFE Pfizer, Inc. Common Stock | SELL | $15,001 - $50,000 | — | — | — |
| 2024-08-06 | WMT Walmart Inc. Common Stock | SELL | $15,001 - $50,000 | — | — | — |
| 2024-08-02 | ACN Accenture plc Class A Ordinary Shares | BUY | $1,001 - $15,000 | — | — | — |
| 2024-08-02 | APD Air Products and Chemicals, Inc. Common Stock oversees this sector | BUY | $1,001 - $15,000 | — | — | — |
| 2024-08-02 | AMGN Amgen Inc. | BUY | $1,001 - $15,000 | — | — | — |
| 2024-08-02 | CB Chubb Limited Common Stock | BUY | $1,001 - $15,000 | — | — | — |
| 2024-08-02 | GD General Dynamics Corporation Common Stock oversees this sector | BUY | $1,001 - $15,000 | — | — | — |
| 2024-08-02 | INVESCO EXCHANGE TRADED FD | BUY | $1,001 - $15,000 | — | — | — |
| 2024-08-02 | JNJ Johnson & Johnson Common Stock | BUY | $1,001 - $15,000 | — | — | — |
| 2024-08-02 | MCD McDonald's Corporation Common Stock | BUY | $1,001 - $15,000 | — | — | — |
| 2024-08-02 | MRK Merck & Company, Inc. Common Stock | BUY | $1,001 - $15,000 | — | — | — |
| 2024-08-02 | PEP Pepsico, Inc. | BUY | $1,001 - $15,000 | — | — | — |
| 2024-08-02 | PG Procter & Gamble Company | BUY | $1,001 - $15,000 | — | — | — |
| 2024-08-02 | SBUX Starbucks Corporation | BUY | $1,001 - $15,000 | — | — | — |
| 2024-08-02 | HSY The Hershey Company Common Stock | BUY | $1,001 - $15,000 | — | — | — |
| 2024-08-02 | UPS United Parcel Service, Inc. Common Stock oversees this sector | BUY | $1,001 - $15,000 | — | — | — |
| 2024-08-01 | GOOG Alphabet Inc. - Class C Capital Stock | SELL | $1,001 - $15,000 | — | — | — |
| 2024-08-01 | AAPL Apple Inc. | SELL | $1,001 - $15,000 | — | — | — |
| 2024-08-01 | CSCO Cisco Systems, Inc. | SELL | $1,001 - $15,000 | — | — | — |
| 2024-08-01 | COST Costco Wholesale Corporation | SELL | $1,001 - $15,000 | — | — | — |
| 2024-08-01 | DFS Discover Financial Services Common Stock | SELL | $1,001 - $15,000 | — | — | — |
| 2024-08-01 | JPM JP Morgan Chase & Co. Common Stock | SELL | $1,001 - $15,000 | — | — | — |
| 2024-08-01 | KVUE Kenvue Inc. Common Stock | SELL | $447 | — | — | — |
| 2024-08-01 | LMT Lockheed Martin Corporation Common Stock oversees this sector | SELL | $1,001 - $15,000 | — | — | — |
| 2024-08-01 | NEE NextEra Energy, Inc. Common Stock | SELL | $1,001 - $15,000 | — | — | — |
| 2024-08-01 | PFE Pfizer, Inc. Common Stock | SELL | $1,001 - $15,000 | — | — | — |
| 2024-08-01 | WMT Walmart Inc. Common Stock | SELL | $1,001 - $15,000 | — | — | — |
| 2024-05-08 | BRP The Baldwin Insurance Group, Inc. - Class A Common Stock | SELL | $500,001 - $1,000,000 Major | — | — | — |
| 2024-04-09 | BRP BRP Group, Inc. - Class A Common Stock | SELL | $1,001 - $15,000 | — | — | — |
| 2024-03-21 | BRP BRP Group, Inc. - Class A Common Stock | SELL | $1,000,001 - $5,000,000 Major | — | — | — |
| 2024-01-30 | AAPL Apple Inc. | SELL | $1,001 - $15,000 | — | — | — |
| 2024-01-30 | BRK.B Berkshire Hathaway Inc. New Common Stock | SELL | $1,001 - $15,000 | — | — | — |
| 2024-01-30 | SBUX Starbucks Corporation | SELL | $1,001 - $15,000 | — | — | — |
| 2024-01-30 | WMT Walmart Inc. Common Stock | SELL | $1,001 - $15,000 | — | — | — |
| 2023-09-11 | GOOG Alphabet Inc. - Class C Capital Stock | SELL | $50,001 - $100,000 | — | — | — |
| 2023-09-11 | AAPL Apple Inc. | SELL | $15,001 - $50,000 | — | — | — |
| 2023-09-11 | BRK.B Berkshire Hathaway Inc. New | SELL | $15,001 - $50,000 | — | — | — |
| 2023-09-11 | CSCO Cisco Systems, Inc. | SELL | $50,001 - $100,000 | — | — | — |
| 2023-09-11 | DFS Discover Financial Services | SELL | $15,001 - $50,000 | — | — | — |
| 2023-09-11 | HD Home Depot, Inc. | SELL | $15,001 - $50,000 | — | — | — |
| 2023-09-11 | QQQ Invesco QQQ Trust, Series 1 | SELL | $1,001 - $15,000 | — | — | — |
| 2023-09-11 | IJR iShares Core S&P Small-Cap ETF | SELL | $1,001 - $15,000 | — | — | — |
| 2023-09-11 | JNJ Johnson & Johnson | SELL | $15,001 - $50,000 | — | — | — |
| 2023-09-11 | JPM JP Morgan Chase & Co. | SELL | $15,001 - $50,000 | — | — | — |
| 2023-09-11 | MCD McDonald's Corporation | SELL | $15,001 - $50,000 | — | — | — |
| 2023-09-11 | MRK Merck & Company, Inc. Common Stock | SELL | $15,001 - $50,000 | — | — | — |
| 2023-09-11 | MSFT Microsoft Corporation | SELL | $15,001+ | — | — | — |
| 2023-09-11 | NEE NextEra Energy, Inc. | SELL | $15,001 - $50,000 | — | — | — |
| 2023-09-11 | PEP Pepsico, Inc. | SELL | $15,001 - $50,000 | — | — | — |
| 2023-09-11 | PFE Pfizer, Inc. | SELL | $1,001 - $15,000 | — | — | — |
| 2023-09-11 | PG Procter & Gamble Company | SELL | $15,001 - $50,000 | — | — | — |
| 2023-09-11 | SBUX Starbucks Corporation | SELL | $15,001 - $50,000 | — | — | — |
| 2023-09-11 | UPS United Parcel Service, Inc. oversees this sector | SELL | $15,001 - $50,000 | — | — | — |
| 2023-09-11 | UNH UnitedHealth Group Incorporated Common Stock | SELL | $15,001 - $50,000 | — | — | — |
| 2023-09-11 | V Visa Inc. | SELL | $15,001 - $50,000 | — | — | — |
| 2023-09-11 | WMT Walmart Inc. | SELL | $15,001 - $50,000 | — | — | — |
| 2023-04-19 | AAPL Apple Inc. | SELL | $1,001 - $15,000 | — | — | — |
| 2023-04-19 | CMCSA Comcast Corporation - Class A | BUY | $50,001 - $100,000 | — | — | — |
| 2023-04-19 | CMCSA Comcast Corporation - Class A | BUY | $1,001 - $15,000 | — | — | — |
| 2023-04-19 | COST Costco Wholesale Corporation | BUY | $1,001 - $15,000 | — | — | — |
| 2023-04-19 | COST Costco Wholesale Corporation | BUY | $50,001 - $100,000 | — | — | — |
| 2023-04-19 | FQAL Fidelity Quality Factor ETF | BUY | $1,001 - $15,000 | — | — | — |
| 2023-04-19 | QQQ Invesco QQQ Trust, Series 1 | SELL | $1,001 - $15,000 | — | — | — |
| 2023-04-19 | IVV iShares Core S&P 500 ETF | BUY | $1,001 - $15,000 | — | — | — |
| 2023-04-19 | IJR iShares Core S&P Small-Cap ETF | SELL | $1,001 - $15,000 | — | — | — |
| 2023-04-19 | SBUX Starbucks Corporation | SELL | $1,001 - $15,000 | — | — | — |
| 2023-02-21 | BRK.A Berkshire Hathaway Inc. | SELL | $15,001 - $50,000 | — | — | — |
| 2023-02-21 | QQQ Invesco QQQ Trust, Series 1 | SELL | $1,001 - $15,000 | — | — | — |
| 2023-02-21 | MSFT Microsoft Corporation | SELL | $15,001 - $50,000 | — | — | — |
| 2023-02-21 | WMT Walmart Inc. | SELL | $15,001 - $50,000 | — | — | — |
| 2023-02-15 | AAPL Apple Inc. | SELL | $15,001 - $50,000 | — | — | — |
| 2023-02-15 | BRK.B Berkshire Hathaway Inc. New | SELL | $50,001 - $100,000 | — | — | — |
| 2023-02-15 | CSCO Cisco Systems, Inc. | SELL | $15,001 - $50,000 | — | — | — |
| 2023-02-15 | CMCSA Comcast Corporation - Class A | SELL | $50,001 - $100,000 | — | — | — |
| 2023-02-15 | QQQ Invesco QQQ Trust, Series 1 | SELL | $50,001 - $100,000 | — | — | — |
| 2023-02-15 | IJR iShares Core S&P Small-Cap ETF | SELL | $50,001 - $100,000 | — | — | — |
| 2023-02-15 | JPM JP Morgan Chase & Co. | SELL | $50,001 - $100,000 | — | — | — |
| 2023-02-15 | MDT Medtronic plc. Ordinary Shares | SELL | $50,001 - $100,000 | — | — | — |
| 2023-02-15 | MSFT Microsoft Corporation | SELL | $15,001 - $50,000 | — | — | — |
| 2023-02-15 | NEE NextEra Energy, Inc. | SELL | $15,001 - $50,000 | — | — | — |
| 2023-02-15 | PFE Pfizer, Inc. | SELL | $15,001 - $50,000 | — | — | — |
| 2023-02-15 | PNC PNC Financial Services Group, Inc. | SELL | $15,001 - $50,000 | — | — | — |
| 2023-02-15 | SBUX Starbucks Corporation | SELL | $50,001 - $100,000 | — | — | — |
| 2023-02-15 | UPS United Parcel Service, Inc. oversees this sector | SELL | $15,001 - $50,000 | — | — | — |
| 2023-02-15 | UNH UnitedHealth Group Incorporated Common Stock | SELL | $15,001 - $50,000 | — | — | — |
| 2023-02-15 | VZ Verizon Communications Inc. | SELL | $50,001 - $100,000 | — | — | — |
| 2022-09-13 | CSCO Cisco Systems, Inc. | BUY | $15,001 - $50,000 | — | — | — |
| 2022-09-13 | CSCO Cisco Systems, Inc. | BUY | $1,001 - $15,000 | — | — | — |
| 2022-09-13 | ONEQ Fidelity Nasdaq Composite Index ETF | BUY | $1,001 - $15,000 | — | — | — |
| 2022-09-13 | IVW iShares S&P 500 Growth ETF | BUY | $1,001 - $15,000 | — | — | — |
| 2022-09-13 | MDT Medtronic plc. Ordinary Shares | BUY | $15,001 - $50,000 | — | — | — |
| 2022-09-13 | MDT Medtronic plc. Ordinary Shares | BUY | $1,001 - $15,000 | — | — | — |
| 2022-09-13 | MSFT Microsoft Corporation | BUY | $15,001 - $50,000 | — | — | — |
| 2022-09-13 | WMT Walmart Inc. | BUY | $1,001 - $15,000 | — | — | — |
| 2022-09-13 | WMT Walmart Inc. | BUY | $15,001 - $50,000 | — | — | — |
| 2022-09-13 | FCNTX Fidelity Contrafund | BUY | $1,001 - $15,000 | — | — | — |
| 2022-09-12 | LMT Lockheed Martin Corporation oversees this sector | BUY | $50,001 - $100,000 | — | — | — |
| 2022-09-12 | LMT Lockheed Martin Corporation oversees this sector | BUY | $1,001 - $15,000 | — | — | — |
| 2022-09-09 | HD Home Depot, Inc. | BUY | $1,001 - $15,000 | — | — | — |
| 2022-09-09 | HD Home Depot, Inc. | BUY | $15,001 - $50,000 | — | — | — |
| 2022-09-09 | SBUX Starbucks Corporation | BUY | $15,001 - $50,000 | — | — | — |
| 2022-09-09 | SBUX Starbucks Corporation | BUY | $1,001 - $15,000 | — | — | — |
| 2022-09-09 | FBKWX Fidelity Advisor Total Bond CL Z | SELL | $1,001 - $15,000 | — | — | — |
| 2022-09-09 | LUBYX Lord Abbett Ultra Short Bond CL I | BUY | $15,001 - $50,000 | — | — | — |
| 2022-09-09 | LUBYX Lord Abbett Ultra Short Bond CL I | BUY | $100,001 - $250,000 Large | — | — | — |
| 2022-09-09 | LUBYX Lord Abbett Ultra Short Bond CL I | BUY | $1,001 - $15,000 | — | — | — |
| 2022-09-08 | FBKWX Fidelity Advisor Total Bond CL Z | SELL | $100,001 - $250,000 Large | — | — | — |
| 2022-09-08 | FBKWX Fidelity Advisor Total Bond CL Z | SELL | $15,001 - $50,000 | — | — | — |
| 2022-03-21 | GOOGL Alphabet Inc | BUY | $15,001 - $50,000 | — | — | — |
| 2022-03-21 | AAPL Apple Inc | BUY | $15,001 - $50,000 | — | — | — |
| 2022-03-21 | BRK.B Berkshire Hathaway Inc | BUY | $100,001 - $250,000 Large | — | — | — |
| 2022-03-21 | CSCO Cisco Systems Inc | BUY | $100,001 - $250,000 Large | — | — | — |
| 2022-03-21 | CMCSA Comcast Corp | BUY | $100,001 - $250,000 Large | — | — | — |
| 2022-03-21 | QQQ Invesco QQQ Trust Unit | BUY | $100,001 - $250,000 Large | — | — | — |
| 2022-03-21 | JPM JP Morgan Chase & Co | BUY | $100,001 - $250,000 Large | — | — | — |
| 2022-03-21 | MSFT Microsoft Corp | BUY | $100,001 - $250,000 Large | — | — | — |
| 2022-03-21 | VZ Verizon Communications | BUY | $15,001 - $50,000 | — | — | — |
| 2022-03-21 | SBUX Starbucks Corp | BUY | $50,001 - $100,000 | — | — | — |
| 2022-03-15 | MDT Medtronic PLC | BUY | $15,001 - $50,000 | — | — | — |
| 2022-03-15 | VZ Verizon Communications | BUY | $15,001 - $50,000 | — | — | — |
| 2022-03-11 | UHG United Health Corp | BUY | $15,001 - $50,000 | — | — | — |
| 2022-03-11 | WMT Walmart Inc | BUY | $15,001 - $50,000 | — | — | — |
| 2022-03-11 | VZ Verizon Communications Inc | BUY | $1,001 - $15,000 | — | — | — |
| 2022-03-10 | AEP American Electric Power Co | SELL | $15,001 - $50,000 | — | — | — |
| 2022-03-10 | DIS Discover Financial Services | BUY | $15,001 - $50,000 | — | — | — |
| 2022-03-10 | PNC PNC Financial Services Group | BUY | $15,001 - $50,000 | — | — | — |
| 2022-03-10 | SBUX Starbucks Corp | BUY | $15,001 - $50,000 | — | — | — |
| 2022-03-10 | V Visa Inc | BUY | $15,001 - $50,000 | — | — | — |
| 2022-03-10 | AEP American Electric Power Co | SELL | $100,001 - $250,000 Large | — | — | — |
| 2021-09-17 | FSKAX Fidelity Total Market Index Fund | BUY | $50,001 - $100,000 | — | — | — |
| 2021-09-17 | FSKAX Fidelity Total Market Index Fund | BUY | $1,001 - $15,000 | — | — | — |
| 2021-09-17 | FEPAX Fidelity Advisor Total Bond Class Z | BUY | $1,001 - $15,000 | — | — | — |
| 2021-06-08 | OGN Organon & Co | SELL | $1,001 - $15,000 | — | — | — |
| 2021-05-20 | VTRA Viatris Inc Common Stock | SELL | $1,000 - $15,000 | — | — | — |
| 2021-05-20 | VTRS Viatris Inc Common Stock | SELL | $15,000 - $50,000 | — | — | — |
| 2021-05-20 | VTRS Viatris Inc Common Stock | SELL | $1,000 - $15,000 | — | — | — |
| 2021-05-20 | T AT&T | SELL | $15,000 - $50,000 | — | — | — |
| 2021-05-20 | VTRS Viatris Inc Common Stock | SELL | $100,001 - $250,000 Large | — | — | — |
| 2021-05-20 | DFS Discover Financial Services Common Stock | SELL | $15,000 - $50,000 | — | — | — |
| 2021-05-20 | T AT&T Inc Common Stock | SELL | $1,000 - $15,000 | — | — | — |
| 2021-05-20 | DFS Discover Financial Services Common Stock | SELL | $1,000 - $15,000 | — | — | — |
| 2021-04-27 | BRP 2000079686 BRP group, Inc. - Class A | SELL | $1,000,001 - $5,000,000 Major | — | — | — |
| 2021-04-27 | BRP BRP Group Inc Common Class A | SELL | $1,000,000 - $5,000,000 Major | — | — | — |
| 2021-02-11 | BRP BRP Group, Inc - Class A. 78,058 shares of previously disclosed BRP Class A stock release from lockup provisions. | BUY | $1,000,001 - $5,000,000 Major | — | — | — |
← swipe the chart to see the whole period
V moved +26.3% while the S&P did +7.9%. Disclosed as $15,001 - $50,000 bought, $15,001 - $50,000 sold — which is why this is a price move and not a profit.
PNC moved -10.3% while the S&P did -1.1%. Disclosed as $15,001 - $50,000 bought, $15,001 - $50,000 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.
A flagged trade means this member traded a company in a sector one of their committees oversees. It is drawn from public committee rosters and public disclosures, and it is not an allegation of wrongdoing — trading in an overseen sector is legal, and members do not necessarily direct their own trades.