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Disclosed tradesShowing latest 100 of 144
| Date | Asset | Type | Amount | Filing |
|---|---|---|---|---|
| 2026-04-21 | PTA · Cohen & Steers Tax-Advantaged Preferred Securities and Income Fund Common Shares of Beneficial Interest F S: New S O: Morgan Stanley Smith Barney LLC IRA | Buy | $1k – $15k | — |
| 2026-02-10 | WAT · Waters Corporation Common Stock | Exchange | $1k – $15k | — |
| 2025-11-03 | Q · Qnity Electronics, Inc. Common Stock | Exchange | $1k – $15k | — |
| 2025-10-30 | SOLS · Solstice Advanced Materials Inc. - Common Stock | Exchange | $1k – $15k | — |
| 2025-03-27 | WMT · Walmart Inc. Common Stock | Buy | $15k – $50k | — |
| 2025-01-15 | DIS · Walt Disney Company | Buy | $1k – $15k | — |
| 2023-12-05 | MDT · Medtronic plc. Ordinary Shares | Buy | $15k | — |
| 2023-04-10 | CTVA · Corteva, Inc. | Buy | $15k – $50k | — |
| 2022-12-19 | SWK · Stanley Black & Decker, Inc. | Sell | $1k – $15k | — |
| 2022-11-29 | DIS · Walt Disney Company | Buy | $1k – $15k | — |
| 2022-08-03 | PG · Procter & Gamble Company | Buy | $1k – $15k | — |
| 2021-12-01 | IP · International Paper Company | Sell | $15k – $50k | — |
| 2021-12-01 | SLVM · Sylvamo Corporation | Sell | $1k – $15k | — |
| 2021-10-01 | SLVM · Sylvamo Corporation | Exchange | $1k – $15k | — |
| 2021-06-18 | OTIS · Otis Worldwide Corporation | Sell | $15k – $50k | — |
| 2021-06-18 | ABBV · AbbVie Inc. | Sell | $50k | — |
| 2021-06-18 | VTRS · Viatris Inc. | Sell | $1k – $15k | — |
| 2021-03-02 | PEP · Pepsico, Inc. | Buy | $15k – $50k | — |
| 2021-03-01 | MS · Morgan Stanley | Exchange | $15k – $50k | — |
| 2021-01-29 | VIAC · ViacomCBS Inc. - Class B | Sell | $15k | — |
| 2020-12-31 | VIAC · ViacomCBS Inc. - Class B | Sell | $1k – $15k | — |
| 2020-11-17 | VTRS · Viatris Inc. | Exchange | $1k – $15k | — |
| 2020-10-13 | CARR · Carrier global Corporation | Sell | $15k – $50k | — |
| 2020-10-13 | ABBV · AbbVie Inc. | Buy | $15k – $50k | — |
| 2020-10-13 | NVDA · NVIDIA Corporation | Sell | $50k | — |
| 2020-08-20 | WMT · Walmart Inc. | Buy | $1k – $15k | — |
| 2020-04-03 | OTIS · Otis Worldwide Corporation | Exchange | $1k – $15k | — |
| 2020-04-03 | CARR · Carrier global Corporation | Exchange | $1k – $15k | — |
| 2020-01-02 | NEE · NextEra Energy, Inc. | Sell | $50k | — |
| 2019-11-06 | AYR · Aircastle Limited | Sell | $15k | — |
| 2019-11-01 | ALC · Alcon Inc. ordinary Shares | Buy | $1k – $15k | — |
| 2019-11-01 | WPX · WPX Energy, Inc. | Sell | $15k – $50k | — |
| 2019-11-01 | DUK · Duke Energy Corporation | Sell | $15k | — |
| 2019-11-01 | DIS · Walt Disney Company | Buy | $15k – $50k | — |
| 2019-06-17 | UTX · united Technologies Corporation | Buy | $15k | — |
| 2019-06-03 | DD · DuPont de Nemours, Inc. | Exchange | $1k – $15k | — |
| 2019-05-31 | CTVA · Corteva, Inc. | Exchange | $1k – $15k | — |
| 2019-05-14 | HPT · Hospitality Properties Trust - Shares of Beneficial Interest | Buy | $1k – $15k | — |
| 2019-04-11 | ALC · alcon Inc. ordinary Shares | Exchange | $1k – $15k | — |
| 2019-04-04 | DOW · Dow Inc. | Exchange | $1k – $15k | — |
| 2019-03-25 | CCI · Crown Castle International Corp. | Sell | $15k – $50k | — |
| 2019-03-25 | CBS · CBS Corporation Class B | Buy | $1k – $15k | — |
| 2019-03-25 | DIS · Walt Disney Company | Buy | $15k – $50k | — |
| 2019-01-02 | ET · Energy Transfer LP Common Units | Buy | $15k | — |
| 2018-12-19 | CVX · Chevron Corporation | Sell | $50k – $100k | — |
| 2018-12-19 | WMB · Williams Companies, Inc. | Sell | $15k – $50k | — |
| 2018-12-19 | T · aT&T Inc. | Sell | $15k – $50k | — |
| 2018-12-19 | XOM · Exxon Mobil Corporation | Sell | $15k | — |
| 2018-11-27 | UTX · united Technologies Corporation | Buy | $15k | — |
| 2018-11-08 | WPX · WPX Energy, Inc. | Buy | $15k – $50k | — |
| 2018-11-01 | REZI · Resideo Technologies, Inc. | Sell | $1k – $15k | — |
| 2018-10-24 | WBA · Walgreens Boots Alliance, Inc. | Sell | $15k – $50k | — |
| 2018-10-24 | MMM · 3M Company | Sell | $15k | — |
| 2018-10-24 | SBUX · Starbucks Corporation | Sell | $15k | — |
| 2018-10-02 | PX · Praxair, Inc. | Sell | $15k – $50k | — |
| 2018-08-21 | NYLD · NRg Yield, Inc. Class C | Sell | $15k | — |
| 2018-08-14 | AYR · aircastle Limited | Buy | $1k – $15k | — |
| 2018-07-30 | VLO · Valero Energy Corporation | Buy | $1k – $15k | — |
| 2018-07-30 | CBS · CBS Corporation Class B | Buy | $15k | — |
| 2018-07-26 | QCOM · QuALCOMM Incorporated | Sell | $15k – $50k | — |
| 2018-07-26 | ALLY · Ally Financial Inc. | Buy | $15k – $50k | — |
| 2018-07-12 | JCI · Johnson Controls International plc ordinary Share | Buy | $1k – $15k | — |
| 2018-06-04 | VLO · Valero Energy Corporation | Buy | $1k – $15k | — |
| 2018-05-23 | PEP · Pepsico, Inc. | Buy | $15k – $50k | — |
| 2018-05-23 | MMM · 3M Company | Buy | $15k – $50k | — |
| 2018-05-08 | EPD · Enterprise Products Partners L.P. | Buy | $1k – $15k | — |
| 2018-05-08 | CMCSA · Comcast Corporation - Class a | Buy | $15k | — |
| 2018-04-20 | CCI · Crown Castle International Corp. | Buy | $15k | — |
| 2018-04-09 | VOD · Vodafone group Plc - American Depositary Shares each representing ten Ordinary Shares | Buy | $1k – $15k | — |
| 2018-03-16 | NKE · Nike, Inc. | Sell | $1k – $15k | — |
| 2018-02-22 | ABBV · abbVie Inc. | Buy | $1k – $15k | — |
| 2018-02-22 | WMT · Walmart Inc. | Buy | $1k – $15k | — |
| 2018-01-26 | CMI · Cummins Inc. | Sell | $15k – $50k | — |
| 2017-12-28 | AFT · apollo Senior Floating Rate Fund Inc. | Sell | $15k – $50k | — |
| 2017-11-28 | SLB · Schlumberger N.V. | Sell | $15k – $50k | — |
| 2017-11-15 | CSCO · Cisco Systems, Inc. | Buy | $15k – $50k | — |
| 2017-10-31 | EMR · Emerson Electric Company | Buy | $1k – $15k | — |
| 2017-10-18 | GE · general Electric Company | Sell | $15k – $50k | — |
| 2017-09-19 | DWDP · DowDuPont Inc. | Sell | $1k – $15k | — |
| 2017-09-01 | DWDP · DowDuPont Inc. | Exchange | $1k – $15k | — |
| 2017-08-28 | MDT · Medtronic plc. Ordinary Shares | Buy | $1k – $15k | — |
| 2017-08-14 | IBM · International Business Machines Corporation | Buy | $1k – $15k | — |
| 2017-07-10 | AYR · aircastle Limited | Buy | $1k – $15k | — |
| 2017-06-07 | CMCSA · Comcast Corporation - Class a | Sell | $15k – $50k | — |
| 2017-06-07 | MSFT · Microsoft Corporation | Sell | $15k – $50k | — |
| 2017-06-07 | UBSI · United Bankshares, Inc. | Buy | $15k – $50k | — |
| 2017-05-17 | AYR · aircastle Limited | Buy | $1k – $15k | — |
| 2017-04-05 | TD · Toronto Dominion Bank | Buy | $15k – $50k | — |
| 2017-03-28 | T · AT&T Inc. | Buy | $1k – $15k | — |
| 2017-03-28 | MDLZ · Mondelez International, Inc. - Class A | Buy | $1k – $15k | — |
| 2017-03-16 | QCOM · QUALCOMM Incorporated | Buy | $1k – $15k | — |
| 2017-03-15 | CVX · Chevron Corporation | Buy | $15k – $50k | — |
| 2017-02-27 | UL · Unilever PLC | Sell | $15k – $50k | — |
| 2017-02-01 | M · Macy's Inc | Sell | $1k – $15k | — |
| 2017-01-06 | FB · Facebook, Inc. - Class A | Buy | $1k – $15k | — |
| 2016-12-14 | CCL · Carnival Corporation | Sell | $15k – $50k | — |
| 2016-12-06 | UL · Unilever PLC | Buy | $1k – $15k | — |
| 2016-12-05 | GOOG · alphabet Inc. - Class C Capital Stock | Buy | $1k – $15k | — |
| 2016-11-14 | GOOG · Alphabet Inc. - Class C Capital Stock | Buy | $15k – $50k | — |
| 2016-11-14 | AXP · American Express Company | Sell | $15k – $50k | — |
Trades sourced from public US House & Senate periodic transaction reports (PTRs). Disclosures lag the trades they describe; amounts are disclosed as ranges. Educational only — not investment advice. Methodology: how we collect this.