43 purchases · 150 sales · 193 total

Purchases

43 trades
DateSymbolAmountAsset
2025-12-17 XLU $15,001 - $50,000 SPDR Select Sector Fund - Utilities Filing ↗
2025-12-17 XLP $15,001 - $50,000 SPDR Select Sector Fund - Consumer Staples Filing ↗
2025-12-17 XLV $15,001 - $50,000 SPDR Select Sector Fund - Health Care Filing ↗
2025-12-17 XLU $15,001 - $50,000 SPDR Select Sector Fund - Utilities Filing ↗
2025-12-17 XLP $15,001 - $50,000 SPDR Select Sector Fund - Consumer Staples Filing ↗
2025-12-17 XLV $15,001 - $50,000 SPDR Select Sector Fund - Health Care Filing ↗
2025-04-15 USIG $50,001 - $100,000 iShares Broad USD Investment Grade Corporate Bond Filing ↗
2024-08-26 ABNFX $50,001 - $100,000 The Bond Fd of America Class F-2 Shares Company: AMERICAN BOND FUND OF AMERICA CL F2 Filing ↗
2024-05-10 ARKK OPTN $1,001 - $15,000 Ark Innovation ETF Option Type: Put Strike price: $45.00 Expires: 09/20/2024 Joint Filing ↗
2024-05-10 CLF OPTN $1,001 - $15,000 Cleveland-Cliffs Inc Option Type: Call Strike price: $20.00 Expires: 07/19/2024 Joint Filing ↗
2024-05-10 CLF OPTN $1,001 - $15,000 Cleveland-Cliffs Inc Option Type: Call Strike price: $20.00 Expires: 01/17/2025 Joint Filing ↗
2024-05-10 CLF OPTN $1,001 - $15,000 Cleveland-Cliffs Inc Option Type: Put Strike price: $17.00 Expires: 01/17/2025 Joint Filing ↗
2024-05-10 GILD OPTN $1,001 - $15,000 Gilead Sciences Inc Option Type: Put Strike price: $70.00 Expires: 11/15/2024 Joint Filing ↗
2024-05-10 GILD OPTN $1,001 - $15,000 Gilead Sciences Inc Option Type: Put Strike price: $70.00 Expires: 11/15/2024 Joint Filing ↗
2024-05-10 GILD OPTN $1,001 - $15,000 Gilead Sciences Inc Option Type: Put Strike price: $70.00 Expires: 11/15/2024 Joint Filing ↗
2024-05-10 CLF OPTN $1,001 - $15,000 Cleveland-Cliffs Inc Option Type: Call Strike price: $17.00 Expires: 06/21/2024 Joint Filing ↗
2024-05-10 CLF OPTN $1,001 - $15,000 Cleveland-Cliffs Inc Option Type: Call Strike price: $17.00 Expires: 06/21/2024 Joint Filing ↗
2024-05-10 CLF OPTN $1,001 - $15,000 Cleveland-Cliffs Inc Option Type: Call Strike price: $17.00 Expires: 06/21/2024 Joint Filing ↗
2024-05-10 CLF OPTN $1,001 - $15,000 Cleveland-Cliffs Inc Option Type: Call Strike price: $17.00 Expires: 06/21/2024 Joint Filing ↗
2024-05-09 KEY OPTN $1,001 - $15,000 Keycorp Option Type: Put Strike price: $15.00 Expires: 09/20/2024 Joint Filing ↗
2024-05-09 INTC $50,001 - $100,000 Intel Corporation - Common Stock Joint Filing ↗
2024-05-08 XBI OPTN $1,001 - $15,000 S&P Biotech SPDR Option Type: Call Strike price: $100.00 Expires: 10/18/2024 Joint Filing ↗
2024-05-08 XBI OPTN $1,001 - $15,000 S&P Biotech SPDR Option Type: Put Strike price: $90.00 Expires: 10/18/2024 Joint Filing ↗
2024-05-08 GOLD OPTN $1,001 - $15,000 Barrick Gold Corp Option Type: Put Strike price: $17.00 Expires: 01/17/2025 Joint Filing ↗
2024-05-08 GOLD OPTN $1,001 - $15,000 Barrick Gold Corp Option Type: Put Strike price: $17.00 Expires: 01/17/2025 Joint Filing ↗
2024-05-08 ADBE OPTN $15,001 - $50,000 Adobe Systems Inc Option Type: Put Strike price: $500.00 Expires: 12/20/2024 Joint Filing ↗
2024-05-08 INTC $100,001 - $250,000 Intel Corporation - Common Stock Joint Filing ↗
2024-05-07 ARKK OPTN $1,001 - $15,000 Ark Innovation ETF Option Type: Call Strike price: $51.00 Expires: 12/20/2024 Joint Filing ↗
2024-05-07 FITB OPTN $1,001 - $15,000 Fifth Third Bancorp - Common Stock Option Type: Call Strike price: $30.00 Expires: 05/17/2024 Joint Filing ↗
2024-05-07 GOLD OPTN $1,001 - $15,000 Barrick Gold Corp Option Type: Call Strike price: $20.00 Expires: 01/17/2025 Joint Filing ↗
2024-05-07 CLF OPTN $1,001 - $15,000 Cleveland-Cliffs Inc Option Type: Call Strike price: $20.00 Expires: 06/21/2024 Joint Filing ↗
2024-05-07 CVX OPTN $1,001 - $15,000 Chevron Corporation Common Stock Option Type: Put Strike price: $145.00 Expires: 09/20/2024 Joint Filing ↗
2024-05-07 CLF OPTN $1,001 - $15,000 Cleveland-Cliffs Inc Option Type: Call Strike price: $20.00 Expires: 11/15/2024 Joint Filing ↗
2024-05-07 CCJ OPTN $1,001 - $15,000 Cameco Corporation Common Stock Option Type: Put Strike price: $45.00 Expires: 09/20/2024 Joint Filing ↗
2024-05-07 INTC $100,001 - $250,000 Intel Corporation - Common Stock Joint Filing ↗
2024-03-21 WBA $15,001 - $50,000 Walgreens Boots Alliance, Inc. - Common Stock Joint Filing ↗
2024-03-21 PARA $15,001 - $50,000 Paramount Global - Class B Common Stock Joint Filing ↗
2024-03-21 N/A $1,001 - $15,000 ROLLS-ROYCE HOLDINGS PLC SPONSORED ADR Joint Filing ↗
2024-03-21 N/A $1,001 - $15,000 ROLLS-ROYCE HOLDINGS PLC SPONSORED ADR Joint Filing ↗
2024-03-21 HUMA $1,001 - $15,000 Humacyte Inc Joint Filing ↗
2024-03-21 HUMA $1,001 - $15,000 Humacyte, Inc. - Common Stock Joint Filing ↗
2024-03-21 HUMA $15,001 - $50,000 Humacyte, Inc. - Common Stock Joint Filing ↗
2024-03-12 N/A $100,001 - $250,000 FEDERAL HOME LN MTG CORP MTN Rate/Coupon: 5.375% Matures: 02/08/2027 Filing ↗

Sales

150 trades
DateSymbolAmountAsset
2026-06-09 WAB $1,001 - $15,000 Westinghouse Air Brake Technologies Corporation Common Stock Filing ↗
2026-06-08 ACN $1,001 - $15,000 ACN - Accenture plc Class A Ordinary Shares (Ireland) Joint Filing ↗
2026-06-08 AWK $15,001 - $50,000 American Water Works Company, Inc. Common Stock Joint Filing ↗
2026-06-08 CSX $15,001 - $50,000 CSX Corporation - Common Stock Joint Filing ↗
2026-06-08 DUK $15,001 - $50,000 Duke Energy Corporation (Holding Company) Common Stock Joint Filing ↗
2026-06-08 LMT $15,001 - $50,000 Lockheed Martin Corporation Common Stock Joint Filing ↗
2026-06-08 MA $15,001 - $50,000 Mastercard Incorporated Common Stock Joint Filing ↗
2026-06-08 NEE $15,001 - $50,000 NextEra Energy, Inc. Common Stock Joint Filing ↗
2026-06-08 PFE $15,001 - $50,000 Pfizer, Inc. Common Stock Joint Filing ↗
2026-06-08 PG $15,001 - $50,000 Procter & Gamble Company (The) Common Stock Joint Filing ↗
2026-06-08 TSCO $1,001 - $15,000 Tractor Supply Company - Common Stock Joint Filing ↗
2025-12-17 AAPL $50,001 - $100,000 Apple Inc Filing ↗
2025-12-17 GOOGL $1,001 - $15,000 Alphabet Cl A Filing ↗
2025-12-17 AAPL $50,001 - $100,000 Apple Inc Filing ↗
2025-12-17 GOOGL $1,001 - $15,000 Alphabet Cl A Filing ↗
2025-10-07 PEP $15,001 - $50,000 Pepsico Inc Joint Filing ↗
2025-10-07 OC $15,001 - $50,000 Owens Corning Inc Joint Filing ↗
2025-10-07 MSFT $15,001 - $50,000 Microsoft Corp Joint Filing ↗
2025-10-07 AAPL $15,001 - $50,000 Apple Inc Joint Filing ↗
2025-10-07 GOOGL $15,001 - $50,000 Alphabet Inc. - Class A Common Stock Joint Filing ↗
2025-10-07 ORCL $15,001 - $50,000 Oracle Corporation Common Stock Joint Filing ↗
2025-10-07 N/A $15,001 - $50,000 BIRMINGHAM ALA GO WTS SER. 2018 B Rate/Coupon: 5.0% Matures: 12/01/2043 Joint Filing ↗
2025-04-15 BMY $1,001 - $15,000 Bristol-Myers Squibb Company Filing ↗
2025-04-15 PYPL $15,001 - $50,000 Paypal Holdings Filing ↗
2025-04-15 JPM $15,001 - $50,000 JP Morgan Chase & Company Joint Filing ↗
2025-04-15 GOOGL $15,001 - $50,000 Alphabet Cl A Joint Filing ↗
2025-04-15 AMGN $15,001 - $50,000 Amgen Inc Joint Filing ↗
2025-04-15 AAPL $15,001 - $50,000 Apple Inc Joint Filing ↗
2025-04-15 ADM $15,001 - $50,000 Archer Daniels Midland Joint Filing ↗
2025-04-15 CSX $15,001 - $50,000 CSX Corp Joint Filing ↗
2025-04-15 STZ $15,001 - $50,000 Constellation Brands Inc Joint Filing ↗
2025-04-15 DUK $15,001 - $50,000 Duke Energy Corp Joint Filing ↗
2025-04-15 GS $15,001 - $50,000 Goldman Sachs Group Joint Filing ↗
2025-04-15 LLY $15,001 - $50,000 Eli Lilly and Company Joint Filing ↗
2025-04-15 MA $15,001 - $50,000 Mastercard Inc Joint Filing ↗
2025-04-15 MSFT $15,001 - $50,000 Microsoft Corp Joint Filing ↗
2025-04-15 N/A $15,001 - $50,000 Qualcomm Inc Joint Filing ↗
2025-01-10 TSCO $15,001 - $50,000 Tractor Supply Company Joint Filing ↗
2025-01-10 CARR $1,001 - $15,000 Carrier Global Corp Joint Filing ↗
2025-01-10 TXN $15,001 - $50,000 Texas Instruments Incorporated - Common Stock Joint Filing ↗
2025-01-10 DEO $15,001 - $50,000 Diageo Plc ADR Joint Filing ↗
2025-01-10 MSFT $15,001 - $50,000 Microsoft Corp Joint Filing ↗
2025-01-10 AAPL $15,001 - $50,000 Apple Inc Joint Filing ↗
2024-10-29 ADBE $15,001 - $50,000 Adobe Inc. - Common Stock Joint Filing ↗
2024-10-29 AAPL $15,001 - $50,000 Apple Inc. - Common Stock Joint Filing ↗
2024-10-29 CTVA $1,001 - $15,000 Corteva, Inc. Common Stock Joint Filing ↗
2024-10-29 HON $15,001 - $50,000 Honeywell International Inc. - Common Stock Joint Filing ↗
2024-10-29 JNJ $15,001 - $50,000 Johnson & Johnson Common Stock Joint Filing ↗
2024-10-29 KMB $15,001 - $50,000 Kimberly-Clark Corporation Common Stock Joint Filing ↗
2024-10-29 MCD $15,001 - $50,000 McDonald's Corporation Common Stock Joint Filing ↗
2024-10-29 MSFT $15,001 - $50,000 Microsoft Corporation - Common Stock Joint Filing ↗
2024-10-29 N/A $15,001 - $50,000 Nestle ADR Joint Filing ↗
2024-10-29 N/A $1,001 - $15,000 Otis Worldwide Corporation Common Stock Joint Filing ↗
2024-10-29 OC $15,001 - $50,000 Owens Corning Inc Common Stock New Joint Filing ↗
2024-10-29 TRV $15,001 - $50,000 The Travelers Companies, Inc. Common Stock Joint Filing ↗
2024-10-29 ADBE $15,001 - $50,000 Adobe Inc. - Common Stock Joint Filing ↗
2024-10-29 AAPL $15,001 - $50,000 Apple Inc. - Common Stock Joint Filing ↗
2024-10-29 CTVA $1,001 - $15,000 Corteva, Inc. Common Stock Joint Filing ↗
2024-10-29 HON $15,001 - $50,000 Honeywell International Inc. - Common Stock Joint Filing ↗
2024-10-29 JNJ $15,001 - $50,000 Johnson & Johnson Common Stock Joint Filing ↗
2024-10-29 KMB $15,001 - $50,000 Kimberly-Clark Corporation Common Stock Joint Filing ↗
2024-10-29 MCD $15,001 - $50,000 McDonald's Corporation Common Stock Joint Filing ↗
2024-10-29 MSFT $15,001 - $50,000 Microsoft Corporation - Common Stock Joint Filing ↗
2024-10-29 N/A $15,001 - $50,000 Nestle ADR Joint Filing ↗
2024-10-29 N/A $1,001 - $15,000 Otis Worldwide Corporation Common Stock Joint Filing ↗
2024-10-29 OC $15,001 - $50,000 Owens Corning Inc Common Stock New Joint Filing ↗
2024-10-29 TRV $15,001 - $50,000 The Travelers Companies, Inc. Common Stock Joint Filing ↗
2024-08-26 AAPL $15,001 - $50,000 Apple Inc. - Common Stock Filing ↗
2024-08-26 MDT $15,001 - $50,000 Medtronic plc. Ordinary Shares Joint Filing ↗
2024-08-26 CVS $1,001 - $15,000 CVS Health Corporation Common Stock Joint Filing ↗
2024-08-26 UPS $15,001 - $50,000 United Parcel Service, Inc. Common Stock Joint Filing ↗
2024-08-26 EIBLX $50,001 - $100,000 Eaton Vance Floating Rate Fund Insti Share Company: EATON VANCE FLOATING RATE CLASS I Filing ↗
2024-05-13 INTC $100,001 - $250,000 Intel Corp Joint Filing ↗
2024-05-13 INTC $100,001 - $250,000 Intel Corp Joint Filing ↗
2024-05-13 CLF $100,001 - $250,000 Cleveland-Cliffs Inc Joint Filing ↗
2024-05-13 CLF $100,001 - $250,000 Cleveland-Cliffs Inc Joint Filing ↗
2024-05-10 PARA $100,001 - $250,000 Paramount Global Cl B Joint Filing ↗
2024-05-10 INTC $100,001 - $250,000 Intel Corporation - Common Stock Joint Filing ↗
2024-05-10 CLF $1,001 - $15,000 Cleveland-Cliffs Inc Joint Filing ↗
2024-05-10 CLF $15,001 - $50,000 Cleveland-Cliffs Inc Joint Filing ↗
2024-05-10 CLF $50,001 - $100,000 Cleveland-Cliffs Inc Joint Filing ↗
2024-05-10 CLF $50,001 - $100,000 Cleveland-Cliffs Inc Joint Filing ↗
2024-05-10 CLF $100,001 - $250,000 Cleveland-Cliffs Inc Joint Filing ↗
2024-05-08 SWKS $1,001 - $15,000 Skyworks Solutions, Inc. - Common Stock Joint Filing ↗
2024-05-08 GILD $1,001 - $15,000 Gilead Sciences, Inc. - Common Stock Joint Filing ↗
2024-05-07 LSCC $1,001 - $15,000 Lattice Semiconductor Corporation - Common Stock Joint Filing ↗
2024-05-07 FITB $15,001 - $50,000 Fifth Third Bancorp - Common Stock Joint Filing ↗
2024-05-07 GOLD $100,001 - $250,000 Barrick Gold Corp Joint Filing ↗
2024-05-07 WMS $1,001 - $15,000 Advanced Drainage Systems, Inc. Common Stock Joint Filing ↗
2024-05-03 WAT $1,001 - $15,000 Waters Corporation Common Stock Joint Filing ↗
2024-05-03 V $1,001 - $15,000 Visa Inc. Joint Filing ↗
2024-05-03 VRTX $1,001 - $15,000 Vertex Pharmaceuticals Incorporated - Common Stock Joint Filing ↗
2024-05-03 VRSK $1,001 - $15,000 Verisk Analytics, Inc. - Common Stock Joint Filing ↗
2024-05-03 UI $1,001 - $15,000 Ubiquiti Inc. Common Stock Joint Filing ↗
2024-05-03 TER $1,001 - $15,000 Teradyne, Inc. - Common Stock Joint Filing ↗
2024-05-03 TEL $1,001 - $15,000 Te Connectivity Ltd Joint Filing ↗
2024-05-03 SNPS $1,001 - $15,000 Synopsys, Inc. - Common Stock Joint Filing ↗
2024-05-03 SOLV $1,001 - $15,000 Solventum Corporation Common Stock Joint Filing ↗
2024-05-03 N/A $1,001 - $15,000 ROLLS-ROYCE HOLDINGS PLC ADR Joint Filing ↗
2024-05-03 N/A $1,001 - $15,000 ROLLS-ROYCE HOLDINGS PLC ADR Joint Filing ↗
2024-05-03 N/A $1,001 - $15,000 ROLLS-ROYCE HOLDINGS PLC ADR Joint Filing ↗
2024-05-03 RMD $1,001 - $15,000 ResMed Inc. Common Stock Joint Filing ↗
2024-05-03 RELX $1,001 - $15,000 Relx Plc ADR Joint Filing ↗
2024-05-03 QLYS $1,001 - $15,000 Qualys, Inc. - Common Stock Joint Filing ↗
2024-05-03 PG $1,001 - $15,000 Procter & Gamble Company (The) Common Stock Joint Filing ↗
2024-05-03 PFE $15,001 - $50,000 Pfizer, Inc. Common Stock Joint Filing ↗
2024-05-03 PEP $1,001 - $15,000 PepsiCo, Inc. - Common Stock Joint Filing ↗
2024-05-03 PYPL $100,001 - $250,000 PayPal Holdings, Inc. - Common Stock Joint Filing ↗
2024-05-03 PAYX $1,001 - $15,000 Paychex, Inc. - Common Stock Joint Filing ↗
2024-05-03 ODFL $1,001 - $15,000 Old Dominion Freight Line, Inc. - Common Stock Joint Filing ↗
2024-05-03 NDSN $1,001 - $15,000 Nordson Corporation - Common Stock Joint Filing ↗
2024-05-03 NXPI $1,001 - $15,000 NXP Semiconductors N.V. - Common Stock Joint Filing ↗
2024-05-03 NFLX $1,001 - $15,000 Netflix, Inc. - Common Stock Joint Filing ↗
2024-05-03 MSI $1,001 - $15,000 Motorola Solutions, Inc. Common Stock Joint Filing ↗
2024-05-03 MCO $1,001 - $15,000 Moody's Corporation Common Stock Joint Filing ↗
2024-05-03 MPWR $1,001 - $15,000 Monolithic Power Systems, Inc. - Common Stock Joint Filing ↗
2024-05-03 MA $1,001 - $15,000 Mastercard Incorporated Common Stock Joint Filing ↗
2024-05-03 LULU $1,001 - $15,000 lululemon athletica inc. - Common Stock Joint Filing ↗
2024-05-03 KLAC $1,001 - $15,000 KLA Corporation - Common Stock Joint Filing ↗
2024-05-03 INFY $1,001 - $15,000 Infosys Limited American Depositary Shares Joint Filing ↗
2024-05-03 ITW $1,001 - $15,000 Illinois Tool Works Inc. Common Stock Joint Filing ↗
2024-05-03 HUMA $1,001 - $15,000 Humacyte, Inc. - Common Stock Joint Filing ↗
2024-05-03 HUMA $15,001 - $50,000 Humacyte, Inc. - Common Stock Joint Filing ↗
2024-05-03 HSY $1,001 - $15,000 The Hershey Company Common Stock Joint Filing ↗
2024-05-03 JKHY $1,001 - $15,000 Jack Henry & Associates, Inc. - Common Stock Joint Filing ↗
2024-05-03 GGG $1,001 - $15,000 Graco Inc. Common Stock Joint Filing ↗
2024-05-03 GRMN $1,001 - $15,000 Garmin Ltd. - Common Stock Joint Filing ↗
2024-05-03 GLPI $1,001 - $15,000 Gaming and Leisure Properties, Inc. - Common Stock Joint Filing ↗
2024-05-03 FDS $1,001 - $15,000 FactSet Research Systems Inc. Common Stock Joint Filing ↗
2024-05-03 ELS $1,001 - $15,000 Equity Lifestyle Properties, Inc. Common Stock Joint Filing ↗
2024-05-03 DECK $1,001 - $15,000 Deckers Outdoor Corporation Common Stock Joint Filing ↗
2024-05-03 CPRT $1,001 - $15,000 Copart, Inc. - Common Stock Joint Filing ↗
2024-05-03 CBSH $1,001 - $15,000 Commerce Bancshares, Inc. - Common Stock Joint Filing ↗
2024-05-03 CTAS $1,001 - $15,000 Cintas Corporation - Common Stock Joint Filing ↗
2024-05-03 CDNS $1,001 - $15,000 Cadence Design Systems, Inc. - Common Stock Joint Filing ↗
2024-05-03 DOW $1,001 - $15,000 Dow Inc. Common Stock Joint Filing ↗
2024-05-03 BRO $1,001 - $15,000 Brown & Brown, Inc. Common Stock Joint Filing ↗
2024-05-03 ASML $15,001 - $50,000 ASML Holding N.V. - New York Registry Shares Joint Filing ↗
2024-05-03 A $1,001 - $15,000 Agilent Technologies, Inc. Common Stock Joint Filing ↗
2024-03-13 QCOM OPTN $15,001 - $50,000 QUALCOMM Incorporated - Common Stock Option Type: Put Strike price: $155.00 Expires: 12/20/2024 Joint Filing ↗
2024-03-13 ADBE OPTN $1,001 - $15,000 Adobe Systems Inc Option Type: Put Strike price: $500.00 Expires: 12/20/2024 Joint Filing ↗
2024-03-13 ADBE OPTN $1,001 - $15,000 Adobe Systems Inc Option Type: Put Strike price: $500.00 Expires: 12/20/2024 Joint Filing ↗
2024-03-13 ADBE OPTN $1,001 - $15,000 Adobe Systems Inc Option Type: Put Strike price: $500.00 Expires: 12/20/2024 Joint Filing ↗
2024-03-13 ADBE OPTN $1,001 - $15,000 Adobe Systems Inc Option Type: Put Strike price: $500.00 Expires: 12/20/2024 Joint Filing ↗
2024-03-12 AAPL $15,001 - $50,000 Apple Inc Filing ↗
2024-03-12 ACN $1,001 - $15,000 Accenture Plc Joint Filing ↗
2024-03-12 CSX $15,001 - $50,000 CSX Corporation - Common Stock Joint Filing ↗
2024-03-12 JPM $1,001 - $15,000 JP Morgan Chase & Co. Common Stock Joint Filing ↗
2024-03-12 TXN $1,001 - $15,000 Texas Instruments Incorporated - Common Stock Joint Filing ↗
2024-03-08 AMAT OPTN $1,001 - $15,000 Applied Materials, Inc. - Common Stock Option Type: Put Strike price: $175.00 Expires: 01/17/2025 Joint Filing ↗