Sheldon Whitehouse

Sheldon Whitehouse

U.S. Senator92 filings811 transactions
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#DateTickerAssetTypeOwnerAmountDocID
12025-10-27PGRProgressive CorpSale (Full)Spouse$15,001 - $50,00051a44263
22025-10-20NVDANvidia CorpSale (Partial)Self$15,001 - $50,00051a44263
32025-09-04UNHUnitedhealth Group IncSale (Full)Self$15,001 - $50,00012bfb6c8
42025-09-04VZVerizon Communications IncSale (Full)Self$1,001 - $15,00012bfb6c8
52025-09-04NVDANvidia CorpSale (Partial)Self$15,001 - $50,00012bfb6c8
62025-09-04HONHoneywell International IncSale (Full)Self$15,001 - $50,00012bfb6c8
72025-09-04RI INFRASTRUCTURE BK SAFE DRINKIN Rate/Coupon: 3.0% Matures: 10/01/2032Sale (Full)Self$15,001 - $50,00012bfb6c8
82025-09-04AMGNAmgen IncSale (Full)Self$1,001 - $15,00012bfb6c8
92025-09-04AAPLApple IncSale (Partial)Self$15,001 - $50,00012bfb6c8
102025-09-04MSFTMicrosoft CorpSale (Partial)Self$15,001 - $50,00012bfb6c8
112025-08-28UNHUnitedhealth Group IncSale (Full)Spouse$15,001 - $50,00059112b4e
122025-08-28LRCXLam Research CorpSale (Partial)Spouse$15,001 - $50,00059112b4e
132025-08-28KVUEKenvue IncSale (Full)Spouse$1,001 - $15,00059112b4e
142025-08-28DHRDanaher CorpSale (Full)Self$1,001 - $15,00059112b4e
152025-07-07NVDANvidia CorpSale (Partial)Spouse$15,001 - $50,000bb3ca8de
162025-07-03ADIAnalog DevicesSale (Full)Self$15,001 - $50,000bb3ca8de
172025-04-29ELEstee Lauder CompaniesSale (Full)Self$1,001 - $15,0003d05b76c
182025-04-14NVDANvidia CorpSale (Partial)Spouse$15,001 - $50,0003d05b76c
192025-04-14AAPLApple IncSale (Partial)Self$15,001 - $50,0003d05b76c
202025-04-14SBUXStarbucks CorpSale (Partial)Self$15,001 - $50,0003d05b76c
212025-04-11SBUXStarbucks Corporation - Common StockSale (Partial)Spouse$1,001 - $15,0003d05b76c
222025-04-11SBUXStarbucks CorpSale (Partial)Self$1,001 - $15,0003d05b76c
232025-04-03HONHoneywell International IncSale (Full)Spouse$15,001 - $50,0003d05b76c
242024-10-30LLYEli Lilly and CompanyPurchaseSelf$15,001 - $50,000a3fd3dbc
252024-10-29SBUXStarbucks CorpSale (Partial)Spouse$1,001 - $15,000a3fd3dbc
262024-10-29VZVerizon Communications IncSale (Partial)Spouse$1,001 - $15,000a3fd3dbc
272024-10-29MAMastercard IncSale (Partial)Spouse$1,001 - $15,000a3fd3dbc
282024-10-29DISWalt Disney CompanySale (Full)Spouse$1,001 - $15,000a3fd3dbc
292024-10-29SBUXStarbucks CorpSale (Partial)Self$1,001 - $15,000a3fd3dbc
302024-10-29VZVerizon Communications IncSale (Partial)Self$1,001 - $15,000a3fd3dbc
312024-10-29HONHoneywell International IncSale (Partial)Self$1,001 - $15,000a3fd3dbc
322024-10-29MAMastercard IncSale (Partial)Self$1,001 - $15,000a3fd3dbc
332024-10-28TSLATesla IncSale (Full)Spouse$100,001 - $250,000a3fd3dbc
342024-10-28TSLATesla IncSale (Full)Self$15,001 - $50,000a3fd3dbc
352024-10-11TSLATesla IncSale (Partial)Self$15,001 - $50,000a3fd3dbc
362024-10-08KOCoca-Cola CompanyPurchaseSelf$1,001 - $15,000a3fd3dbc
372024-10-08CELHCelsius Holdings IncSale (Full)Self$1,001 - $15,000a3fd3dbc
382024-08-15SNOWSnowflake Inc Cl ASale (Full)Spouse$1,001 - $15,0000fa07a20
392024-07-30CAGConagra Brands IncSale (Full)Spouse$1,001 - $15,000659af64a
402024-07-30CAGConagra Brands IncSale (Full)Self$1,001 - $15,000659af64a
412024-07-25DISWalt Disney CompanySale (Full)Self$1,001 - $15,000659af64a
422024-07-03JNJJohnson & JohnsonSale (Full)Spouse$15,001 - $50,000659af64a
432024-07-03JNJJohnson & JohnsonSale (Full)Self$15,001 - $50,000659af64a
442024-07-03MCDMcDonald's CorpSale (Full)Self$1,001 - $15,000659af64a
452024-05-10CCICrown Castle IncPurchaseSelf$1,001 - $15,000fa292fd4
462024-05-08DEODiageo Plc ADRSale (Full)Self$15,001 - $50,000fa292fd4
472024-04-30JP MORGAN CHASE & CO Rate/Coupon: 6.12% Matures: 02/12/2056Sale (Full)Spouse$1,001 - $15,0000383f798
482024-04-09RTXRTX Corporation Common StockSale (Full)Spouse$15,001 - $50,0000383f798
492024-04-09DHRDanaher CorpSale (Full)Spouse$15,001 - $50,0000383f798
502024-04-09ULUnilever Plc ADRSale (Full)Spouse$1,001 - $15,0000383f798
512024-04-09IRIngersoll Rand IncSale (Full)Spouse$1,001 - $15,0000383f798
522024-04-09NVSNovartis Ag ADRSale (Partial)Self$1,001 - $15,0000383f798
532024-03-22ULUnilever Plc ADRSale (Full)Self$1,001 - $15,0002a995961
542024-03-13CMCSAComcast Corp ASale (Full)Self$15,001 - $50,0002a995961
552023-12-14SNOWSnowflake Inc Cl APurchaseSpouse$1,001 - $15,000642f38a1
562023-12-14LLYEli Lilly and CompanyPurchaseSpouse$1,001 - $15,000642f38a1
572023-12-11PFEPfizer IncSale (Full)Self$1,001 - $15,000642f38a1
582023-12-07TGTTarget CorpSale (Full)Self$15,001 - $50,000642f38a1
592023-12-07KOCoca-Cola CompanyPurchaseSelf$1,001 - $15,000642f38a1
602023-11-29VLTOVeralto CorporationSale (Full)Spouse$1,001 - $15,000b46702f8
612023-11-29VLTOVeralto CorporationSale (Full)Self$1,001 - $15,000b46702f8
622023-11-29VLTOVeralto CorporationSale (Full)Self$1,001 - $15,000b46702f8
632023-11-16KMBKimberly-Clark CorpSale (Full)Self$50,001 - $100,000b46702f8
642023-11-08CELHCelsius Holdings IncPurchaseSelf$1,001 - $15,000b46702f8
652023-08-24JNJ KVUEJohnson & Johnson Common Stock (Exchanged) Kenvue Inc. Common Stock (Received)ExchangeSpouse$1,001 - $15,000d798a094
662023-08-24JNJ KVUEJohnson & Johnson Common Stock (Exchanged) Kenvue Inc. Common Stock (Received)ExchangeSelf$1,001 - $15,000d798a094
672023-04-18ESSEssex Property Trust, Inc. Common StockSale (Full)Spouse$1,001 - $15,0009fc025a0
682023-04-18ESSEssex Property Trust, Inc. Common StockSale (Full)Self$1,001 - $15,0009fc025a0
692022-01-28TGTTarget Corporation Common StockPurchaseSelf$15,001 - $50,000ac3a0986
702022-01-28TSLATesla, Inc. - Common StockPurchaseSelf$15,001 - $50,000ac3a0986
712021-06-07Genl Motors Financial Co Inc Rate/Coupon: 3.2% Matures: 07/06/2021Sale (Full)Joint$15,001 - $50,00089f81dcb
722021-04-28INTCIntel CorporationSale (Full)Self$15,001 - $50,0002c09f31e
732021-04-07GENERAL ELECTRIC CO FIXED TO 012021 Rate/Coupon: 5.0% Matures: 04/07/2061Sale (Full)Joint$15,001 - $50,0002c09f31e
742020-10-13XEROX CORP Rate/Coupon: 4.5% Matures: 05/15/21Sale (Partial)Joint$1,001 - $15,000267d588f
752020-10-13XEROX CORP Rate/Coupon: 4.5% Matures: 05/15/21Sale (Full)Joint$1,001 - $15,000d95fd568
762020-10-09FTV VNTFortive Corporation (Exchanged) Vontier Corporation (Received)ExchangeSelf$1,001 - $15,000267d588f
772020-10-09FTV VNTFortive Corporation (Exchanged) Vontier Corporation (Received)ExchangeSelf$1,001 - $15,000d95fd568
782020-09-30TTTrane Technologies plcSale (Full)Joint$15,001 - $50,0007246e5b3
792020-09-30TTTrane Technologies plcSale (Full)Self$15,001 - $50,0007246e5b3
802020-09-09CBChubb LimitedSale (Full)Joint$15,001 - $50,0007246e5b3
812020-04-07UTX CARRRaytheon Technologies Corporation (Exchanged) Carrier Global Corporation (Received)ExchangeJoint$1,001 - $15,000bc032824
822020-04-07UTX OTISRaytheon Technologies Corporation (Exchanged) Otis Worldwide Corporation (Received)ExchangeJoint$1,001 - $15,000bc032824
832020-04-07UTX CARRRaytheon Technologies Corporation (Exchanged) Carrier Global Corporation (Received)ExchangeSelf$1,001 - $15,000bc032824
842020-04-07UTX OTISRaytheon Technologies Corporation (Exchanged) Otis Worldwide Corporation (Received)ExchangeSelf$1,001 - $15,000bc032824
852020-04-07CARRCarrier Global CorporationSale (Full)Joint$1,001 - $15,000bc032824
862020-04-07OTISOtis Worldwide CorporationSale (Full)Joint$1,001 - $15,000bc032824
872020-04-07CARRCarrier Global CorporationSale (Full)Self$1,001 - $15,000bc032824
882020-04-07OTISOtis Worldwide CorporationSale (Full)Self$1,001 - $15,000bc032824
892020-04-03RTN UTXRaytheon Company (Exchanged) Raytheon Technologies Corporation (Received)ExchangeJoint$15,001 - $50,000bc032824
902020-04-03-- RTXUTX - United Technologies Corporation (Exchanged) Raytheon Technologies Corporation (Received)ExchangeSelf$15,001 - $50,000bc032824
912020-03-11ILMNIllumina, Inc.Sale (Full)Self$1,001 - $15,000469d1b8f
922020-03-11CGNXCognex CorporationSale (Full)Self$15,001 - $50,000469d1b8f
932020-03-11SIEGYSiemens AktiengesellschaftSale (Full)Self$15,001 - $50,000469d1b8f
942020-03-04INGERSOLL RAND PLC SHARES (Exchanged) TRANE TECHNOLOGIES PLC (Received)ExchangeJoint$1,001 - $15,000469d1b8f
952020-03-04INGERSOLL RAND PLC SHS (Exchanged) TRANE TECHNOLOGIES PLC (Received)ExchangeSelf$1,001 - $15,000469d1b8f
962020-02-13WMWaste Management, Inc.Sale (Full)Self$15,001 - $50,0002d09ce3a
972020-02-13DLRDigital Realty Trust, Inc.PurchaseSelf$15,001 - $50,0002d09ce3a
982019-12-19IBMInternational Business Machines CorporationSale (Full)Joint$1,001 - $15,000d4c51c35
992019-07-05IBMInternational Business Machines CorporationSale (Full)Self$1,001 - $15,0008dfe5942
1002019-07-05IBMInternational Business Machines CorporationSale (Full)Spouse$1,001 - $15,0008dfe5942
1012019-06-05NSRGYNestlé S.A.Sale (Full)Joint$15,001 - $50,00093e79f26
1022019-06-05KOThe Coca-Cola CompanyPurchaseSelf$1,001 - $15,00093e79f26
1032019-04-18INTCIntel CorporationPurchaseSpouse$1,001 - $15,0009e6258de
1042019-04-18PGRThe Progressive CorporationPurchaseSpouse$1,001 - $15,0009e6258de
1052019-04-18TELTE Connectivity Ltd.Sale (Full)Joint$1,001 - $15,0009e6258de
1062019-04-18MCDMcDonald's CorporationPurchaseJoint$1,001 - $15,0009e6258de
1072019-04-18VZVerizon Communications Inc.PurchaseSelf$1,001 - $15,0009e6258de
1082019-04-18SIEGYSiemens AktiengesellschaftPurchaseSelf$15,001 - $50,0009e6258de
1092019-04-18TAT&T Inc.PurchaseSelf$1,001 - $15,0009e6258de
1102019-04-18SQSquare, Inc.PurchaseSelf$1,001 - $15,0009e6258de
1112019-04-18CGNXCognex CorporationPurchaseSelf$15,001 - $50,0009e6258de
1122019-04-18INTCIntel CorporationPurchaseSelf$15,001 - $50,0009e6258de
1132019-03-22BIIBBiogen Inc.Sale (Full)Spouse$1,001 - $15,00094008f80
1142019-03-15BAThe Boeing CompanySale (Full)Spouse$1,001 - $15,00094008f80
1152019-03-15BAThe Boeing CompanySale (Full)Joint$15,001 - $50,00094008f80
1162019-02-27NFLXNetflix, Inc.Sale (Partial)Spouse$1,001 - $15,000c41572bf
1172019-02-27TAT&T Inc.PurchaseJoint$1,001 - $15,000c41572bf
1182019-02-27FBFacebook, Inc.Sale (Full)Joint$15,001 - $50,000c41572bf
1192019-02-27NSRGYNestlé S.A.Sale (Partial)Joint$15,001 - $50,000c41572bf
1202019-02-27PEPPepsiCo, Inc.PurchaseJoint$1,001 - $15,000c41572bf
1212019-02-27PGThe Procter & Gamble CompanyPurchaseJoint$1,001 - $15,000c41572bf
1222019-02-12HASHasbro, Inc.Sale (Partial)Self$15,001 - $50,000c41572bf
1232019-01-24TAT&T Inc.PurchaseSelf$1,001 - $15,00063672a06
1242018-12-28AMZNAmazon.com, Inc.PurchaseJoint$1,001 - $15,000a22bbeeb
1252018-12-28FFord Motor CompanySale (Full)Joint$1,001 - $15,000a22bbeeb
1262018-12-28NVDANVIDIA CorporationPurchaseJoint$1,001 - $15,000a22bbeeb
1272018-12-28TAT&T Inc.Sale (Partial)Joint$1,001 - $15,000a22bbeeb
1282018-12-28TSLATesla, Inc.PurchaseJoint$1,001 - $15,000a22bbeeb
1292018-12-28BMYBristol-Myers Squibb CompanySale (Full)Joint$15,001 - $50,000a22bbeeb
1302018-12-28ILMNIllumina, Inc.PurchaseSelf$1,001 - $15,000a22bbeeb
1312018-12-28FFord Motor CompanySale (Full)Self$1,001 - $15,000a22bbeeb
1322018-12-28TSLATesla, Inc.PurchaseSelf$1,001 - $15,000a22bbeeb
1332018-12-28SQSquare, Inc.PurchaseSelf$1,001 - $15,000a22bbeeb
1342018-12-19COFCapital One Financial CorporationSale (Full)Self$1,001 - $15,000a22bbeeb
1352018-12-04FBFacebook, Inc.Sale (Full)Spouse$1,001 - $15,000a22bbeeb
1362018-12-04GSThe Goldman Sachs Group, Inc.Sale (Full)Joint$15,001 - $50,000a22bbeeb
1372018-12-04ETNEaton Corporation plcSale (Full)Joint$1,001 - $15,000a22bbeeb
1382018-12-04BUDAnheuser-Busch InBev SA/NVSale (Full)Joint$1,001 - $15,000a22bbeeb
1392018-12-04REZIResideo Technologies, Inc.Sale (Full)Joint$1,001 - $15,000a22bbeeb
1402018-12-04AAPLApple Inc.Sale (Partial)Self$15,001 - $50,000a22bbeeb
1412018-12-04UNPUnion Pacific CorporationSale (Partial)Self$15,001 - $50,000a22bbeeb
1422018-12-03CCitigroup Inc.Sale (Full)Self$1,001 - $15,000a22bbeeb
1432018-12-03BUDAnheuser-Busch InBev SA/NVSale (Full)Self$15,001 - $50,000a22bbeeb
1442018-12-03REZIResideo Technologies, Inc.Sale (Full)Self$1,001 - $15,000a22bbeeb
1452018-11-29AET CVSAetna Inc. (Exchanged) CVS Health Corporation (Received)ExchangeSelf$15,001 - $50,00042c3e250
1462018-11-19FFord Motor CompanySale (Partial)Joint$1,001 - $15,00042c3e250
1472018-11-19KHCThe Kraft Heinz CompanySale (Full)Joint$1,001 - $15,00042c3e250
1482018-11-19IBMInternational Business Machines CorporationSale (Partial)Joint$1,001 - $15,00042c3e250
1492018-11-19IBMInternational Business Machines CorporationSale (Partial)Self$1,001 - $15,00042c3e250
1502018-10-25LRCXLam Research CorporationPurchaseSpouse$1,001 - $15,0002a765d2c
1512018-10-23AT&T, INC Rate/Coupon: 5.8% Matures: 02/15/2019Sale (Full)Joint$15,001 - $50,0002a765d2c
1522018-10-23NVDANVIDIA CorporationPurchaseJoint$1,001 - $15,0002a765d2c
1532018-09-28ONON Semiconductor CorporationSale (Full)Self$1,001 - $15,0003e8e22b4
1542018-09-07FFord Motor CompanyPurchaseJoint$1,001 - $15,0003e8e22b4
1552018-08-28GSThe Goldman Sachs Group, Inc.PurchaseSpouse$1,001 - $15,000f24c72c6
1562018-08-28TAT&T Inc.PurchaseSpouse$1,001 - $15,000f24c72c6
1572018-08-28BABAAlibaba Group Holding LimitedPurchaseSpouse$1,001 - $15,000f24c72c6
1582018-08-28LRCXLam Research CorporationPurchaseSpouse$1,001 - $15,000f24c72c6
1592018-08-28WMTWalmart Inc.PurchaseSpouse$1,001 - $15,000f24c72c6
1602018-08-28WMTWalmart Inc.PurchaseJoint$15,001 - $50,000f24c72c6
1612018-08-06TAT&T Inc.PurchaseSelf$1,001 - $15,000f24c72c6
1622018-08-06BRK-BBerkshire Hathaway Inc.PurchaseSelf$1,001 - $15,000f24c72c6
1632018-07-09MCHPMicrochip Technology IncorporatedSale (Partial)Joint$15,001 - $50,000e529a439
1642018-07-09MCHPMicrochip Technology IncorporatedSale (Partial)Self$15,001 - $50,000e529a439
1652018-06-13KHCThe Kraft Heinz CompanyPurchaseJoint$1,001 - $15,000323d6a47
1662018-06-13BTOJohn Hancock Financial Opportunities FundPurchaseJoint$1,001 - $15,000323d6a47
1672018-06-13GE CO 5% FIXED TO 01/21/21 Rate/Coupon: 5% Matures: 01/21/21PurchaseJoint$15,001 - $50,000323d6a47
1682018-06-13TAT&T Inc.PurchaseJoint$1,001 - $15,000323d6a47
1692018-06-13ONON Semiconductor CorporationPurchaseSelf$1,001 - $15,000323d6a47
1702018-06-06WMTWalmart Inc.PurchaseSpouse$1,001 - $15,000323d6a47
1712018-06-06PYPLPayPal Holdings, Inc.PurchaseSpouse$1,001 - $15,000323d6a47
1722018-06-06LRCXLam Research CorporationPurchaseSpouse$1,001 - $15,000323d6a47
1732018-06-06GSThe Goldman Sachs Group, Inc.PurchaseSpouse$1,001 - $15,000323d6a47
1742018-06-06DALDelta Air Lines, Inc.PurchaseSpouse$1,001 - $15,000323d6a47
1752018-06-06CCitigroup Inc.PurchaseSpouse$1,001 - $15,000323d6a47
1762018-06-06BAThe Boeing CompanyPurchaseSpouse$1,001 - $15,000323d6a47
1772018-06-06BABAAlibaba Group Holding LimitedPurchaseSpouse$1,001 - $15,000323d6a47
1782018-05-24FFord Motor CompanyPurchaseJoint$1,001 - $15,00062712bdf
1792018-05-24ETNEaton Corporation plcPurchaseJoint$1,001 - $15,00062712bdf
1802018-05-24BUDAnheuser-Busch InBev SA/NVPurchaseJoint$1,001 - $15,00062712bdf
1812018-05-24ADIAnalog Devices, Inc.PurchaseJoint$1,001 - $15,00062712bdf
1822018-05-24IBMInternational Business Machines CorporationPurchaseJoint$1,001 - $15,00062712bdf
1832018-05-07CCitigroup Inc.PurchaseJoint$1,001 - $15,00062712bdf
1842018-05-07AMZNAmazon.com, Inc.PurchaseJoint$15,001 - $50,00062712bdf
1852018-05-07CBChubb LimitedPurchaseJoint$1,001 - $15,00062712bdf
1862018-05-07HDThe Home Depot, Inc.PurchaseJoint$1,001 - $15,00062712bdf
1872018-05-07MCDMcDonald's CorporationPurchaseJoint$1,001 - $15,00062712bdf
1882018-05-07TSLATesla, Inc.PurchaseSelf$1,001 - $15,00062712bdf
1892018-05-07MGAMagna International Inc.Sale (Full)Self$15,001 - $50,00062712bdf
1902018-03-19FBFacebook, Inc.Sale (Partial)Spouse$1,001 - $15,0003e0e6c8e
1912018-03-19FBFacebook, Inc.Sale (Partial)Joint$15,001 - $50,0003e0e6c8e
1922018-03-19FBFacebook, Inc.Sale (Partial)Self$15,001 - $50,0003e0e6c8e
1932018-02-16RI HEALTH & EDUC 762197TQ4 Rate/Coupon: 4.0 Matures: 09/15/2034PurchaseJoint$15,001 - $50,000de6386d7
1942018-02-15NVDANVIDIA CorporationPurchaseJoint$1,001 - $15,000de6386d7
1952018-02-08CCitigroup Inc.PurchaseSelf$1,001 - $15,000de6386d7
1962018-01-31GEGeneral Electric CompanySale (Full)Joint$15,001 - $50,0001f92054e
1972018-01-17VVisa Inc.Sale (Partial)Joint$1,001 - $15,0001f92054e
1982018-01-17COSTCostco Wholesale CorporationSale (Full)Joint$15,001 - $50,0001f92054e
1992018-01-17VVisa Inc.Sale (Partial)Self$1,001 - $15,0001f92054e
2002018-01-17USBU.S. BancorpSale (Full)Self$1,001 - $15,0001f92054e
2012018-01-08CCitigroup Inc.PurchaseSpouse$1,001 - $15,0001f92054e
2022018-01-08WMTWalmart Inc.PurchaseSpouse$1,001 - $15,0001f92054e
2032018-01-08BIIBBiogen Inc.Sale (Full)Joint$1,001 - $15,0001f92054e
2042017-12-18NWLNewell Brands Inc.Sale (Full)Joint$1,001 - $15,000b7108304
2052017-12-18REGNRegeneron Pharmaceuticals, Inc.Sale (Full)Self$15,001 - $50,000b7108304
2062017-12-05NWLNewell Brands Inc.Sale (Full)Self$1,001 - $15,000b7108304
2072017-12-05DISHDISH Network CorporationSale (Full)Self$1,001 - $15,000b7108304
2082017-12-05JCIJohnson Controls International plcSale (Full)Self$15,001 - $50,000b7108304
2092017-11-27JPMJPMorgan Chase & Co.PurchaseSpouse$1,001 - $15,0005d05e733
2102017-11-27GEGeneral Electric CompanySale (Full)Spouse$1,001 - $15,0005d05e733
2112017-11-27IBMInternational Business Machines CorporationPurchaseSpouse$1,001 - $15,0005d05e733
2122017-11-27TSLATesla, Inc.PurchaseSelf$1,001 - $15,0005d05e733
2132017-11-27MRKMerck & Co., Inc.Sale (Full)Self$15,001 - $50,0005d05e733
2142017-11-27WMTWal-Mart Stores, Inc.PurchaseSelf$1,001 - $15,0005d05e733
2152017-11-07TMUST-Mobile US, Inc.Sale (Full)Joint$1,001 - $15,0005d05e733
2162017-11-01TMUST-Mobile US, Inc.Sale (Partial)Joint$1,001 - $15,0005d05e733
2172017-09-20GILDGilead Sciences, Inc.Sale (Full)Spouse$1,001 - $15,0009d15724e
2182017-09-20QCOMQUALCOMM IncorporatedSale (Full)Joint$1,001 - $15,000bbab31ed
2192017-09-20GILDGilead Sciences, Inc.Sale (Full)Joint$1,001 - $15,000bbab31ed
2202017-09-20MCKMcKesson CorporationSale (Full)Joint$15,001 - $50,000bbab31ed
2212017-09-20DISHDISH Network CorporationSale (Full)Joint$1,001 - $15,000bbab31ed
2222017-09-20GILDGilead Sciences, Inc.Sale (Partial)Self$15,001 - $50,000bbab31ed
2232017-09-20TJXThe TJX Companies, Inc.Sale (Full)Self$1,001 - $15,000bbab31ed
2242017-09-20UNPUnion Pacific CorporationSale (Partial)Self$15,001 - $50,000bbab31ed
2252017-09-01Goldman Sachs Group, Inc. Rate/Coupon: 6.2 Matures: 09/01/2017Sale (Full)Joint$15,001 - $50,000bbab31ed
2262017-08-24TSLATesla, Inc.PurchaseSpouse$1,001 - $15,000bb5e855a
2272017-08-24AAPLApple Inc.Sale (Partial)Joint$1,001 - $15,000bb5e855a
2282017-08-24BHFBrighthouse Financial, Inc.Sale (Full)Joint$1,001 - $15,000bb5e855a
2292017-08-24NWLNewell Brands Inc.PurchaseSelf$1,001 - $15,000bb5e855a
2302017-08-24TSLATesla, Inc.PurchaseSelf$1,001 - $15,000bb5e855a
2312017-08-24DISHDISH Network CorporationPurchaseSelf$1,001 - $15,000bb5e855a
2322017-08-24SYKStryker CorporationPurchaseSelf$1,001 - $15,000bb5e855a
2332017-08-24WMTWal-Mart Stores, Inc.PurchaseSelf$1,001 - $15,000bb5e855a
2342017-08-07BHFBrighthouse Financial, Inc.ExchangeJoint$1,001 - $15,000bb5e855a
2352017-07-28GSThe Goldman Sachs Group, Inc.PurchaseJoint$1,001 - $15,00057d23801
2362017-07-28COFCapital One Financial CorporationPurchaseSelf$15,001 - $50,00057d23801
2372017-07-28SBUXStarbucks CorporationPurchaseSelf$1,001 - $15,00057d23801
2382017-07-28TSLATesla, Inc.PurchaseSelf$1,001 - $15,00057d23801
2392017-07-28JCIJohnson Controls International plcPurchaseSelf$1,001 - $15,00057d23801
2402017-07-28CSCOCisco Systems, Inc.PurchaseSelf$1,001 - $15,00057d23801
2412017-07-25CCitigroup Inc.PurchaseChild$1,001 - $15,00057d23801
2422017-07-25HPQHP Inc.PurchaseChild$1,001 - $15,00057d23801
2432017-07-25BTOJohn Hancock Financial Opportunities FundPurchaseSpouse$1,001 - $15,00057d23801
2442017-07-13IFF.SG - Intl Flavors & Fragr (Stuttgart)Sale (Full)Self$50,001 - $100,00057d23801
2452017-07-13BMYBristol-Myers Squibb CompanySale (Partial)Joint$1,001 - $15,00057d23801
2462017-05-30CVSCVS Health CorporationSale (Partial)Child$15,001 - $50,000b33c92f5
2472017-05-30FFord Motor CompanyPurchaseChild$1,001 - $15,000b33c92f5
2482017-05-30MGAMagna International Inc.PurchaseChild$1,001 - $15,000b33c92f5
2492017-05-30FFord Motor CompanyPurchaseSelf$1,001 - $15,000b33c92f5
2502017-05-30MMM3M CompanySale (Partial)Self$15,001 - $50,000b33c92f5
2512017-05-30MGAMagna International Inc.PurchaseSelf$15,001 - $50,000b33c92f5
2522017-05-30NKENIKE, Inc.Sale (Partial)Self$1,001 - $15,000b33c92f5
2532017-05-25VEVIXVictory Sycamore Established Value IPurchaseSelf$1,001 - $15,000b33c92f5
2542017-05-24BIVVBioverativ Inc.Sale (Full)Spouse$1,001 - $15,000b33c92f5
2552017-05-24CCitigroup Inc.PurchaseChild$1,001 - $15,000b33c92f5
2562017-05-24WBAWalgreens Boots Alliance, Inc.Sale (Full)Child$1,001 - $15,000b33c92f5
2572017-05-24TWTRTwitter, Inc.Sale (Full)Spouse$1,001 - $15,000b33c92f5
2582017-05-24CCitigroup Inc.PurchaseJoint$1,001 - $15,000b33c92f5
2592017-05-24GSThe Goldman Sachs Group, Inc.PurchaseJoint$1,001 - $15,000b33c92f5
2602017-05-24GENERAL MOTORS FINANCIAL Rate/Coupon: 3.2 Matures: 07/06/2021PurchaseJoint$15,001 - $50,000b33c92f5
2612017-05-24TWTRTwitter, Inc.Sale (Full)Self$1,001 - $15,000b33c92f5
2622017-05-24AMGNAmgen Inc.PurchaseSelf$1,001 - $15,000b33c92f5
2632017-05-24IBMInternational Business Machines CorporationPurchaseSelf$1,001 - $15,000b33c92f5
2642017-05-16LBL Brands, Inc.Sale (Full)Child$1,001 - $15,000b33c92f5
2652017-05-16BACBank of America CorporationPurchaseJoint$1,001 - $15,000b33c92f5
2662017-05-16LRCXLam Research CorporationPurchaseJoint$1,001 - $15,000b33c92f5
2672017-05-16REGNRegeneron Pharmaceuticals, Inc.PurchaseSelf$1,001 - $15,000b33c92f5
2682017-05-16AKAMAkamai Technologies, Inc.Sale (Full)Self$1,001 - $15,000b33c92f5
2692017-05-10DISHDISH Network CorporationPurchaseChild$1,001 - $15,000b33c92f5
2702017-05-10MMCMarsh & McLennan Companies, Inc.Sale (Full)Child$1,001 - $15,000b33c92f5
2712017-05-10WMWaste Management, Inc.PurchaseSelf$1,001 - $15,000b33c92f5
2722017-05-08RHODE IS INFRASTRUCTURE BK Rate/Coupon: 3.0 Matures: 10/01/2032PurchaseJoint$15,001 - $50,000b33c92f5
2732017-05-08ADIAnalog Devices, Inc.PurchaseJoint$1,001 - $15,000b33c92f5
2742017-05-05ADIAnalog Devices, Inc.PurchaseChild$1,001 - $15,000b33c92f5
2752017-05-05MAMastercard IncorporatedPurchaseJoint$1,001 - $15,000b33c92f5
2762017-04-05QCOMQUALCOMM IncorporatedPurchaseChild$1,001 - $15,000aaa4a9d3
2772017-04-05DISHDISH Network CorporationPurchaseChild$1,001 - $15,000aaa4a9d3
2782017-04-05QCOMQUALCOMM IncorporatedPurchaseJoint$1,001 - $15,000aaa4a9d3
2792017-04-05LBL Brands, Inc.Sale (Full)Joint$15,001 - $50,000aaa4a9d3
2802017-04-05WPCW. P. Carey Inc.PurchaseJoint$1,001 - $15,000aaa4a9d3
2812017-04-05USBU.S. BancorpPurchaseSelf$1,001 - $15,000aaa4a9d3
2822017-04-05LBL Brands, Inc.Sale (Full)Self$1,001 - $15,000aaa4a9d3
2832017-04-05AMGNAmgen Inc.PurchaseSelf$1,001 - $15,000aaa4a9d3
2842017-04-05IBMInternational Business Machines CorporationPurchaseSelf$1,001 - $15,000aaa4a9d3
2852017-03-15Raymond James Financial Rate/Coupon: 6.9 Matures: 03/15/2042Sale (Full)Joint$1,001 - $15,0000c3d0d20
2862017-03-14LLTCLinear Technology CorporationSale (Full)Child$1,001 - $15,0000c3d0d20
2872017-03-14ADIAnalog Devices, Inc.ExchangeChild$1,001 - $15,0000c3d0d20
2882017-03-06MCHPMicrochip Technology IncorporatedSale (Partial)Joint$1,001 - $15,0000c3d0d20
2892017-03-06CAGConagra Brands, Inc.Sale (Partial)Joint$1,001 - $15,0000c3d0d20
2902017-03-06GEGeneral Electric CompanySale (Partial)Joint$1,001 - $15,0000c3d0d20
2912017-02-23CVSCVS Health CorporationSale (Partial)Child$15,001 - $50,000e88cacd7
2922017-02-23JCIJohnson Controls International plcPurchaseChild$1,001 - $15,000e88cacd7
2932017-02-23BMYBristol-Myers Squibb CompanyPurchaseChild$1,001 - $15,000e88cacd7
2942017-02-23JPMJPMorgan Chase & Co.PurchaseChild$1,001 - $15,000e88cacd7
2952017-02-23BUDAnheuser-Busch InBev SA/NVSale (Full)Child$1,001 - $15,000e88cacd7
2962017-02-23BRK-BBerkshire Hathaway Inc.PurchaseSpouse$1,001 - $15,000e88cacd7
2972017-02-23ELThe Estée Lauder Companies Inc.Sale (Full)Joint$1,001 - $15,000e88cacd7
2982017-02-23MCKMCK-McKesson CorporationPurchaseJoint$1,001 - $15,000e88cacd7
2992017-02-23ABTABT-Abbott LaboratoriesSale (Full)Joint$1,001 - $15,000e88cacd7
3002017-02-23BMYBMY-Bristol-Myers Squibb CompanyPurchaseJoint$1,001 - $15,000e88cacd7
3012017-02-10DISHDISH Network CorporationPurchaseJoint$1,001 - $15,000e88cacd7
3022017-02-10DISHDISH-DISH Network CorporationPurchaseSelf$1,001 - $15,000e88cacd7
3032017-02-10ADIADI-Analog Devices, Inc.PurchaseSelf$15,001 - $50,000e88cacd7
3042017-02-10PFEPFE-PFE-Pfizer Inc.PurchaseSelf$1,001 - $15,000e88cacd7
3052017-01-17BIVVBIVV-Bioverativ Inc.ExchangeSpouse$1,001 - $15,000b33c92f5
3062016-12-23GILDGilead Sciences Inc.Sale (Partial)Joint$1,001 - $15,000217dbf6f
3072016-12-23PSAPublic StorageSale (Full)Joint$15,001 - $50,000217dbf6f
3082016-12-23BIIBBiogen Inc.Sale (Partial)Joint$1,001 - $15,000217dbf6f
3092016-12-23AMGNAmgen Inc.Sale (Partial)Self$1,001 - $15,000217dbf6f
3102016-12-13GSThe Goldman Sachs Group, Inc.PurchaseSpouse$1,001 - $15,000217dbf6f
3112016-12-13GSThe Goldman Sachs Group, Inc.PurchaseJoint$1,001 - $15,000217dbf6f
3122016-12-13BIIBBiogen Inc.Sale (Full)Self$15,001 - $50,000217dbf6f
3132016-11-28GILDGilead Sciences Inc.PurchaseChild$1,001 - $15,0000b09f334
3142016-11-28ORCLOracle CorporationSale (Full)Child$1,001 - $15,0000b09f334
3152016-11-28DISThe Walt Disney CompanyPurchaseChild$1,001 - $15,0000b09f334
3162016-11-28GILDGilead Sciences Inc.PurchaseSpouse$1,001 - $15,0000b09f334
3172016-11-28FBFacebook, Inc.PurchaseSpouse$1,001 - $15,0000b09f334
3182016-11-28AMGNAmgen Inc.PurchaseSpouse$1,001 - $15,0000b09f334
3192016-11-28GILDGilead Sciences Inc.PurchaseSelf$1,001 - $15,0000b09f334
3202016-11-28ORCLOracle CorporationSale (Partial)Self$1,001 - $15,0000b09f334
3212016-11-28DEODiageo plcPurchaseSelf$1,001 - $15,0000b09f334
3222016-11-16LWLamb Weston Holdings, Inc.ExchangeJoint$1,001 - $15,000c51b359d
3232016-11-15GILDGilead Sciences Inc.PurchaseJoint$1,001 - $15,0000b09f334
3242016-11-15MCKMcKesson CorporationPurchaseJoint$1,001 - $15,0000b09f334
3252016-11-15GOOGLAlphabet Inc.PurchaseJoint$1,001 - $15,0000b09f334
3262016-11-15ABTAbbott LaboratoriesPurchaseJoint$1,001 - $15,0000b09f334
3272016-11-15BAThe Boeing CompanyPurchaseJoint$1,001 - $15,0000b09f334
3282016-11-15DISThe Walt Disney CompanyPurchaseJoint$1,001 - $15,0000b09f334
3292016-11-15SBUXStarbucks CorporationPurchaseSelf$1,001 - $15,0000b09f334
3302016-11-15ULUnilever PLCSale (Full)Self$15,001 - $50,0000b09f334
3312016-11-15JCIJohnson Controls International plcPurchaseSelf$1,001 - $15,0000b09f334
3322016-09-28FBFacebook, Inc.PurchaseSpouse$1,001 - $15,000aad1827a
3332016-09-28ELThe Estée Lauder Companies Inc.PurchaseJoint$1,001 - $15,000aad1827a
3342016-09-28MCKMcKesson CorporationPurchaseJoint$1,001 - $15,000aad1827a
3352016-09-28VODVOD-VOD-Vodafone Group PlcSale (Full)Joint$1,001 - $15,000aad1827a
3362016-09-28BAThe Boeing CompanyPurchaseJoint$1,001 - $15,000aad1827a
3372016-09-28AXPAmerican Express CompanySale (Partial)Self$15,001 - $50,000aad1827a
3382016-09-28WMWaste Management, Inc.PurchaseSelf$1,001 - $15,000aad1827a
3392016-09-26MARMAR - Marriott International, Inc.ExchangeChild$1,001 - $15,000aad1827a
3402016-09-22CHL CHINA MOBILE LTDSale (Full)Joint$1,001 - $15,000aad1827a
3412016-09-22WECWEC-WEC-WEC Energy Group, Inc.Sale (Full)Joint$1,001 - $15,000aad1827a
3422016-09-22DISThe Walt Disney CompanyPurchaseJoint$1,001 - $15,000aad1827a
3432016-09-22SOSO-SO-Southern CompanySale (Full)Joint$1,001 - $15,000aad1827a
3442016-09-06GILDGilead Sciences Inc.Sale (Partial)Child$1,001 - $15,000aad1827a
3452016-09-06NFLXNetflix, Inc.Sale (Full)Joint$15,001 - $50,000aad1827a
3462016-09-06NSRGYNestlé S.A.Sale (Partial)Joint$15,001 - $50,000aad1827a
3472016-09-06GILDGilead Sciences Inc.Sale (Partial)Self$1,001 - $15,000aad1827a
3482016-09-06REGNRegeneron Pharmaceuticals, Inc.PurchaseSelf$1,001 - $15,000aad1827a
3492016-07-29FBFacebook, Inc.PurchaseSpouse$1,001 - $15,000080681c1
3502016-07-29FBFacebook, Inc.PurchaseSelf$1,001 - $15,000080681c1
3512016-07-26CCitigroup Inc.Sale (Full)Joint$1,001 - $15,000080681c1
3522016-07-26DHRDanaher Corp.PurchaseJoint$1,001 - $15,000080681c1
3532016-07-26AAPLApple Inc.Sale (Partial)Self$1,001 - $15,000080681c1
3542016-07-21GILDGilead Sciences Inc.PurchaseChild$1,001 - $15,000080681c1
3552016-07-21GILDGilead Sciences Inc.PurchaseSelf$1,001 - $15,000080681c1
3562016-07-07WMWaste Management, Inc.PurchaseChild$1,001 - $15,000080681c1
3572016-07-07WMWaste Management, Inc.PurchaseChild$1,001 - $15,000080681c1
3582016-07-07ESRXExpress Scripts Holding CompanySale (Full)Child$1,001 - $15,000080681c1
3592016-07-07HASHasbro Inc.PurchaseChild$1,001 - $15,000080681c1
3602016-07-07WMWaste Management, Inc.PurchaseSelf$1,001 - $15,000080681c1
3612016-07-07ESRXExpress Scripts Holding CompanySale (Full)Self$15,001 - $50,000080681c1
3622016-07-07HASHasbro Inc.PurchaseSelf$1,001 - $15,000080681c1
3632016-07-05FTVFortive CorporationExchangeSelf$1,001 - $15,000c51b359d
3642016-05-04GEGeneral Electric CompanyPurchaseSpouse$1,001 - $15,000d22782c5
3652016-05-04XER.BEXEROX CORP Rate/Coupon: 4.5% Matures: 05/15/2021PurchaseJoint$1,001 - $15,000d22782c5
3662016-05-04MACYS RETAIL HLDINGS INC Rate/Coupon: 3.8% Matures: 01/15/2022PurchaseJoint$15,001 - $50,000d22782c5
3672016-05-04GEGeneral Electric CompanyPurchaseSpouse$1,001 - $15,000f07795d2
3682016-05-04XER.BEXEROX CORP Rate/Coupon: 4.5% Matures: 05/15/2021PurchaseJoint$1,001 - $15,000f07795d2
3692016-05-04MACYS RETAIL HLDINGS INC Rate/Coupon: 3.8% Matures: 01/15/2022PurchaseJoint$15,001 - $50,000f07795d2
3702016-04-26NWLNewell Brands Inc.PurchaseSelf$1,001 - $15,000d22782c5
3712016-04-26AAPLApple Inc.Sale (Partial)Joint$15,001 - $50,000d22782c5
3722016-04-26NVDANVIDIA CorporationPurchaseSelf$1,001 - $15,000d22782c5
3732016-04-26AAPLApple Inc.Sale (Partial)Self$15,001 - $50,000d22782c5
3742016-04-26LRCXLam Research CorporationPurchaseSelf$1,001 - $15,000d22782c5
3752016-04-26NWLNewell Brands Inc.PurchaseSelf$1,001 - $15,000f07795d2
3762016-04-26AAPLApple Inc.Sale (Partial)Joint$15,001 - $50,000f07795d2
3772016-04-26NVDANVIDIA CorporationPurchaseSelf$1,001 - $15,000f07795d2
3782016-04-26AAPLApple Inc.Sale (Partial)Self$15,001 - $50,000f07795d2
3792016-04-26LRCXLam Research CorporationPurchaseSelf$1,001 - $15,000f07795d2
3802016-04-19AMZNAmazon.com, Inc.Sale (Partial)Child$1,001 - $15,000d22782c5
3812016-04-19NVDANVIDIA CorporationPurchaseChild$1,001 - $15,000d22782c5
3822016-04-19VMWVMware, Inc.Sale (Full)Child$1,001 - $15,000d22782c5
3832016-04-19WBAWalgreens Boots Alliance, Inc.PurchaseChild$1,001 - $15,000d22782c5
3842016-04-19DISThe Walt Disney CompanyPurchaseChild$1,001 - $15,000d22782c5
3852016-04-19AMZNAmazon.com, Inc.Sale (Partial)Child$1,001 - $15,000f07795d2
3862016-04-19NVDANVIDIA CorporationPurchaseChild$1,001 - $15,000f07795d2
3872016-04-19VMWVMware, Inc.Sale (Full)Child$1,001 - $15,000f07795d2
3882016-04-19WBAWalgreens Boots Alliance, Inc.PurchaseChild$1,001 - $15,000f07795d2
3892016-04-19DISThe Walt Disney CompanyPurchaseChild$1,001 - $15,000f07795d2
3902016-04-12AMZNAmazon.com, Inc.PurchaseSpouse$15,001 - $50,000d22782c5
3912016-04-12GOOGLAlphabet Inc.PurchaseSpouse$1,001 - $15,000d22782c5
3922016-04-12AMGNAmgen Inc.PurchaseSpouse$1,001 - $15,000d22782c5
3932016-04-12TJXThe TJX Companies, Inc.PurchaseSpouse$1,001 - $15,000d22782c5
3942016-04-12STTState Street CorporationSale (Full)Child$15,001 - $50,000d22782c5
3952016-04-12UAUnder Armour, Inc.Sale (Partial)Self$1,001 - $15,000d22782c5
3962016-04-12AMZNAmazon.com, Inc.PurchaseSpouse$15,001 - $50,000f07795d2
3972016-04-12GOOGLAlphabet Inc.PurchaseSpouse$1,001 - $15,000f07795d2
3982016-04-12AMGNAmgen Inc.PurchaseSpouse$1,001 - $15,000f07795d2
3992016-04-12TJXThe TJX Companies, Inc.PurchaseSpouse$1,001 - $15,000f07795d2
4002016-04-12STT-State Street CorporationSale (Partial)Child$15,001 - $50,000f07795d2
4012016-04-12UAUnder Armour, Inc.Sale (Partial)Self$1,001 - $15,000f07795d2
4022016-03-24NWLNewell Rubbermaid Inc.PurchaseJoint$1,001 - $15,0005c325b70
4032016-03-24FBFacebook, Inc.PurchaseJoint$1,001 - $15,0005c325b70
4042016-03-24METMetLife, Inc.PurchaseJoint$1,001 - $15,0005c325b70
4052016-03-24NWLNewell Rubbermaid Inc.PurchaseSelf$1,001 - $15,0005c325b70
4062016-03-24HDThe Home Depot, Inc.Sale (Partial)Self$1,001 - $15,0005c325b70
4072016-03-24CSCOCisco Systems, Inc.PurchaseSelf$1,001 - $15,0005c325b70
4082016-03-24LRCXLam Research CorporationPurchaseSelf$1,001 - $15,0005c325b70
4092016-03-01VVisa Inc.Sale (Partial)Child$1,001 - $15,0005c325b70
4102016-03-01CVSCVS Health CorporationSale (Partial)Child$1,001 - $15,0005c325b70
4112016-03-01HOTStarwood Hotels & Resorts Worldwide Inc.PurchaseChild$1,001 - $15,0005c325b70
4122016-03-01NWLNewell Rubbermaid Inc.PurchaseChild$1,001 - $15,0005c325b70
4132016-02-03General Electric Cap Corp Rate/Coupon: 6.375% Matures: 01/15/2067Sale (Full)Spouse$1,001 - $15,000c51b359d
4142016-01-14MRKMerck & Co. Inc.PurchaseSelf$1,001 - $15,00047c0963d
4152016-01-14MRKMerck & Co. Inc.PurchaseSelf$1,001 - $15,000e920d4ba
4162016-01-06LMTLockheed Martin CorporationPurchaseJoint$15,001 - $50,00047c0963d
4172016-01-06MSFTMicrosoft CorporationPurchaseJoint$1,001 - $15,00047c0963d
4182016-01-06NVDANVIDIA CorporationPurchaseChild$1,001 - $15,00047c0963d
4192016-01-06VZVerizon Communications Inc.PurchaseSelf$1,001 - $15,00047c0963d
4202016-01-06UAUnder Armour, Inc.PurchaseSelf$1,001 - $15,00047c0963d
4212016-01-06LMTLockheed Martin CorporationPurchaseJoint$15,001 - $50,000e920d4ba
4222016-01-06MSFTMicrosoft CorporationPurchaseJoint$1,001 - $15,000e920d4ba
4232016-01-06NVDANVIDIA CorporationPurchaseChild$1,001 - $15,000e920d4ba
4242016-01-06VZVerizon Communications Inc.PurchaseSelf$1,001 - $15,000e920d4ba
4252016-01-06UAUnder Armour, Inc.PurchaseSelf$1,001 - $15,000e920d4ba
4262016-01-05GILDGilead Sciences Inc.PurchaseChild$1,001 - $15,00047c0963d
4272016-01-05GMEGameStop Corp.Sale (Full)Child$1,001 - $15,00047c0963d
4282016-01-05NVDANVIDIA CorporationPurchaseSelf$1,001 - $15,00047c0963d
4292016-01-05CSCOCisco Systems, Inc.PurchaseSelf$1,001 - $15,00047c0963d
4302016-01-05WMTWal-Mart Stores Inc.PurchaseSelf$1,001 - $15,00047c0963d
4312016-01-05NFLXNetflix, Inc.PurchaseChild$1,001 - $15,00047c0963d
4322016-01-05LLTCLinear Technology CorporationPurchaseChild$1,001 - $15,00047c0963d
4332016-01-05NFLXNetflix, Inc.PurchaseChild$1,001 - $15,000e920d4ba
4342016-01-05GILDGilead Sciences Inc.PurchaseChild$1,001 - $15,000e920d4ba
4352016-01-05GMEGameStop Corp.Sale (Full)Child$1,001 - $15,000e920d4ba
4362016-01-05LLTCLinear Technology CorporationPurchaseChild$1,001 - $15,000e920d4ba
4372016-01-05NVDANVIDIA CorporationPurchaseSelf$1,001 - $15,000e920d4ba
4382016-01-05CSCOCisco Systems, Inc.PurchaseSelf$1,001 - $15,000e920d4ba
4392016-01-05WMTWal-Mart Stores Inc.PurchaseSelf$1,001 - $15,000e920d4ba
4402015-12-28MMacy's, Inc.Sale (Partial)Joint$1,001 - $15,00047c0963d
4412015-12-28MMacy's, Inc.Sale (Full)Joint$1,001 - $15,000e920d4ba
4422015-12-28MMacy's, Inc.Sale (Partial)Joint$1,001 - $15,000e920d4ba
4432015-12-22LRCXLam Research CorporationPurchaseJoint$1,001 - $15,00047c0963d
4442015-12-22LRCXLam Research CorporationPurchaseSelf$1,001 - $15,00047c0963d
4452015-12-22LRCXLam Research CorporationPurchaseJoint$1,001 - $15,000e920d4ba
4462015-12-22LRCXLam Research CorporationPurchaseSelf$1,001 - $15,000e920d4ba
4472015-12-14CYSale (Full)Child$1,001 - $15,0004d457194
4482015-12-14QCOMSale (Full)Self$15,001 - $50,0004d457194
4492015-12-14CYSale (Full)Child$1,001 - $15,0006de07899
4502015-12-14QCOMSale (Full)Self$15,001 - $50,0006de07899
4512015-12-09MSFTPurchaseJoint$15,001 - $50,0004d457194
4522015-12-09JNJPurchaseJoint$15,001 - $50,0004d457194
4532015-12-09BMYPurchaseJoint$1,001 - $15,0004d457194
4542015-12-09GILDPurchaseJoint$15,001 - $50,0004d457194
4552015-12-09MSFTPurchaseJoint$15,001 - $50,0006de07899
4562015-12-09JNJPurchaseJoint$15,001 - $50,0006de07899
4572015-12-09BMYPurchaseJoint$1,001 - $15,0006de07899
4582015-12-09GILDPurchaseJoint$15,001 - $50,0006de07899
4592015-11-25BIIBPurchaseJoint$1,001 - $15,0004d457194
4602015-11-25NFLXPurchaseJoint$1,001 - $15,0004d457194
4612015-11-25PEPPurchaseJoint$1,001 - $15,0004d457194
4622015-11-25TJXPurchaseSelf$1,001 - $15,0004d457194
4632015-11-25GPROSale (Full)Self$1,001 - $15,0004d457194
4642015-11-25BIIBPurchaseSelf$1,001 - $15,0004d457194
4652015-11-25BIIBPurchaseJoint$1,001 - $15,0006de07899
4662015-11-25NFLXPurchaseJoint$1,001 - $15,0006de07899
4672015-11-25PEPPurchaseJoint$1,001 - $15,0006de07899
4682015-11-25TJXPurchaseSelf$1,001 - $15,0006de07899
4692015-11-25GPROSale (Full)Self$1,001 - $15,0006de07899
4702015-11-25BIIBPurchaseSelf$1,001 - $15,0006de07899
4712015-11-23CERNCerner CorporationPurchaseSelf$1,001 - $15,0004d457194
4722015-11-20UAUnder Armour, Inc.PurchaseSelf$1,001 - $15,0004d457194
4732015-11-20WMTWal-Mart Stores Inc.PurchaseSelf$1,001 - $15,0004d457194
4742015-11-09MMMPurchaseSelf$15,001 - $50,000821f0913
4752015-11-09FBPurchaseSelf$1,001 - $15,000821f0913
4762015-10-23VFCSale (Partial)Joint$15,001 - $50,000821f0913
4772015-10-23DISPurchaseChild$1,001 - $15,000821f0913
4782015-10-23MMCSale (Partial)Child$1,001 - $15,000821f0913
4792015-10-23YHOOSale (Full)Self$15,001 - $50,000821f0913
4802015-10-23FEYESale (Full)Self$1,001 - $15,000821f0913
4812015-10-23VFCSale (Partial)Self$15,001 - $50,000821f0913
4822015-10-19MPurchaseJoint$1,001 - $15,000821f0913
4832015-10-19YUMSale (Full)Joint$15,001 - $50,000821f0913
4842015-10-19NFLXPurchaseJoint$1,001 - $15,000821f0913
4852015-10-19GILDPurchaseChild$1,001 - $15,000821f0913
4862015-10-19ORCLSale (Full)Child$1,001 - $15,000821f0913
4872015-10-19STTSale (Partial)Child$1,001 - $15,000821f0913
4882015-10-19NFLXPurchaseChild$1,001 - $15,000821f0913
4892015-08-10KOThe Coca-Cola Company (NYSE)PurchaseChild$1,001 - $15,00024a82dfc
4902015-08-10BIIBBiogen Inc. (NASDAQ)PurchaseJoint$1,001 - $15,00024a82dfc
4912015-08-10BIIBBiogen Inc. (NASDAQ)PurchaseSelf$1,001 - $15,00024a82dfc
4922015-08-10KOThe Coca-Cola Company (NYSE)PurchaseChild$1,001 - $15,00024deb6c7
4932015-08-10BIIBBiogen Inc. (NASDAQ)PurchaseJoint$1,001 - $15,00024deb6c7
4942015-08-10BIIBBiogen Inc. (NASDAQ)PurchaseSelf$1,001 - $15,00024deb6c7
4952015-08-04GEGeneral Electric Company (NYSE)PurchaseSpouse$1,001 - $15,00024a82dfc
4962015-08-04BIIBBiogen Inc. (NASDAQ)PurchaseSpouse$1,001 - $15,00024a82dfc
4972015-08-04BIIBBiogen Inc. (NASDAQ)PurchaseSelf$1,001 - $15,00024a82dfc
4982015-08-04WFCWells Fargo & Company (NYSE)PurchaseSelf$1,001 - $15,00024a82dfc
4992015-08-04VZVerizon Communications Inc. (NYSE)PurchaseSelf$1,001 - $15,00024a82dfc
5002015-08-04GEGeneral Electric Company (NYSE)PurchaseSpouse$1,001 - $15,00024deb6c7
5012015-08-04BIIBBiogen Inc. (NASDAQ)PurchaseSpouse$1,001 - $15,00024deb6c7
5022015-08-04BIIBBiogen Inc. (NASDAQ)PurchaseSelf$1,001 - $15,00024deb6c7
5032015-08-04WFCWells Fargo & Company (NYSE)PurchaseSelf$1,001 - $15,00024deb6c7
5042015-08-04VZVerizon Communications Inc. (NYSE)PurchaseSelf$1,001 - $15,00024deb6c7
5052015-07-20PCARPACCAR Inc.Sale (Full)Child$1,001 - $15,00024deb6c7
5062015-07-15NFLXNetflix, Inc. (NASDAQ)PurchaseSelf$1,001 - $15,00024a82dfc
5072015-07-15NFLXNetflix, Inc. (NASDAQ)PurchaseSelf$1,001 - $15,00024deb6c7
5082015-07-10BIIBBiogen Inc. (NASDAQ)PurchaseJoint$1,001 - $15,000bc98ba42
5092015-07-10LLTCLinear Technology Corporation (NASDAQ)PurchaseChild$1,001 - $15,000bc98ba42
5102015-07-10TAT&T, Inc. (NYSE)PurchaseChild$1,001 - $15,000bc98ba42
5112015-07-10BIIBBiogen Inc. (NASDAQ)PurchaseSelf$1,001 - $15,000bc98ba42
5122015-07-10MRKMerck & Co. Inc. (NYSE)PurchaseSelf$1,001 - $15,000bc98ba42
5132015-07-07TAT&T, Inc. (NYSE)PurchaseSpouse$1,001 - $15,000bc98ba42
5142015-07-07GPROGoPro, Inc. (NASDAQ)PurchaseSelf$1,001 - $15,000bc98ba42
5152015-07-07MMacy's, Inc. (NYSE)Sale (Full)Self$15,001 - $50,000bc98ba42
5162015-06-15CYCypress Semiconductor Corporation (NASDAQ)Sale (Full)Self$15,001 - $50,000bc98ba42
5172015-06-15TRIPTripAdvisor Inc. (NASDAQ)Sale (Full)Self$1,001 - $15,000bc98ba42
5182015-06-15CHLChina Mobile Limited (NYSE)Sale (Full)Self$15,001 - $50,000bc98ba42
5192015-05-27KORSMichael Kors Holdings Limited (NYSE)Sale (Full)Child$1,001 - $15,000d16a03dd
5202015-05-27AMGNAmgen Inc. (NASDAQ)PurchaseSpouse$1,001 - $15,000d16a03dd
5212015-05-27BACBank of America Corporation (NYSE)PurchaseJoint$15,001 - $50,000d16a03dd
5222015-05-27FEYEFireEye, Inc. (NASDAQ)PurchaseSelf$1,001 - $15,000d16a03dd
5232015-05-27MRKMerck & Co. Inc. (NYSE)PurchaseSelf$1,001 - $15,000d16a03dd
5242015-05-27TUTELUS Corporation (NYSE)Sale (Full)Self$15,001 - $50,000d16a03dd
5252015-05-18CYCypress Semiconductor Corporation (NASDAQ)Sale (Full)Joint$15,001 - $50,000d16a03dd
5262015-05-18RTNRaytheon Company (NYSE)Sale (Full)Joint$1,001 - $15,000d16a03dd
5272015-05-07PCARPACCAR Inc. (NASDAQ)Sale (Full)Joint$1,001 - $15,000d16a03dd
5282015-05-07PRUPrudential Financial, Inc. (NYSE)Sale (Full)Joint$1,001 - $15,000d16a03dd
5292015-05-07NFLXNetflix, Inc. (NASDAQ)PurchaseSelf$15,001 - $50,000d16a03dd
5302015-05-07BIIBBiogen Inc. (NASDAQ)PurchaseSelf$15,001 - $50,000d16a03dd
5312015-04-13UAUnder Armour, Inc. (NYSE)PurchaseSelf$1,001 - $15,000ebb68a90
5322015-04-07GILDGilead Sciences Inc. (NASDAQ)PurchaseSpouse$1,001 - $15,000ebb68a90
5332015-04-07PANWPurchaseSpouse$1,001 - $15,000ebb68a90
5342015-04-07BIIBBiogen Inc. (NASDAQ)PurchaseSpouse$1,001 - $15,000ebb68a90
5352015-04-07NFLXNetflix, Inc. (NASDAQ)PurchaseSpouse$1,001 - $15,000ebb68a90
5362015-04-07GILDGilead Sciences Inc. (NASDAQ)PurchaseChild$1,001 - $15,000ebb68a90
5372015-04-07BABAAlibaba Group Holding Limited (NYSE)Sale (Full)Self$15,001 - $50,000ebb68a90
5382015-04-07HDThe Home Depot, Inc. (NYSE)Sale (Partial)Self$15,001 - $50,000ebb68a90
5392015-04-06SSYSStratasys Ltd. (NASDAQ)Sale (Full)Child$1,001 - $15,000ebb68a90
5402015-04-06ACNAccenture plc (NYSE)Sale (Full)Self$15,001 - $50,000ebb68a90
5412015-04-02JPMORGAN CHASE CAPITAL XXIX 6.75 Rate/Coupon: 6.7 Matures: 04/02/2040Sale (Full)Spouse$1,001 - $15,000ebb68a90
5422015-03-13JP Morgan Chase & Co 6.75% FXD to 2/1/24 Rate/Coupon: 6.75 Matures: 01/01/2024PurchaseJoint$15,001 - $50,00094becbbc
5432015-03-10PEPPepsico, Inc. (NYSE)PurchaseJoint$1,001 - $15,000b852990f
5442015-03-10ABBVAbbVie Inc. (NYSE)Sale (Full)Self$1,001 - $15,000b852990f
5452015-03-10AMGNAmgen Inc. (NASDAQ)PurchaseSelf$1,001 - $15,000b852990f
5462015-03-10STTState Street Corporation (NYSE)Sale (Partial)Child$1,001 - $15,000b852990f
5472015-03-10KORSMichael Kors Holdings Limited (NYSE)Sale (Full)Self$1,001 - $15,000b852990f
5482015-02-24LLTCLinear Technology Corporation (NASDAQ)PurchaseChild$1,001 - $15,000b852990f
5492015-02-24KORSMichael Kors Holdings Limited (NYSE)PurchaseChild$1,001 - $15,000b852990f
5502015-02-24AAgilent Technologies Inc. (NYSE)Sale (Full)Self$1,001 - $15,000b852990f
5512015-02-23BMYBristol-Myers Squibb Company (NYSE)PurchaseChild$1,001 - $15,000b852990f
5522015-02-23HYHHalyard Health, Inc. (NYSE)Sale (Full)Child$1,001 - $15,000b852990f
5532015-02-23KORSMichael Kors Holdings Limited (NYSE)PurchaseChild$1,001 - $15,000b852990f
5542015-02-23DISHDish Network Corp. (NASDAQ)Sale (Full)Self$15,001 - $50,000b852990f
5552015-02-12CMRECostamare Inc. (NYSE)Sale (Full)Joint$15,001 - $50,000b852990f
5562015-01-27MDTMedtronic plcExchangeChild$1,001 - $15,0001cf38adc
5572015-01-23DHRDanaher Corp. (NYSE)Sale (Partial)Self$15,001 - $50,0001cf38adc
5582015-01-23ACEACE Limited (NYSE)Sale (Full)Self$15,001 - $50,0001cf38adc
5592015-01-23GILDGilead Sciences Inc. (NASDAQ)PurchaseSelf$15,001 - $50,0001cf38adc
5602015-01-14ETNEaton Corporation plc (NYSE)Sale (Full)Child$1,001 - $15,0001cf38adc
5612015-01-14DDE. I. du Pont de Nemours and Company (NYSE)Sale (Full)Joint$1,001 - $15,0001cf38adc
5622015-01-14ETNEaton Corporation plc (NYSE)Sale (Full)Joint$15,001 - $50,0001cf38adc
5632015-01-14AIGAmerican International Group, Inc. (NYSE)Sale (Full)Self$1,001 - $15,0001cf38adc
5642015-01-14KLXIKLX Inc. (NASDAQ)Sale (Full)Self$1,001 - $15,0001cf38adc
5652014-12-18TJXThe TJX Companies, Inc. (NYSE)PurchaseSpouse$1,001 - $15,000332020b5
5662014-12-18ORCLOracle Corporation (NYSE)PurchaseChild$1,001 - $15,000332020b5
5672014-12-18TAT&T, Inc. (NYSE)PurchaseChild$1,001 - $15,000332020b5
5682014-12-18KORSMichael Kors Holdings Limited (NYSE)Sale (Partial)Child$1,001 - $15,000332020b5
5692014-12-18CMRECostamare Inc. (NYSE)PurchaseJoint$1,001 - $15,000332020b5
5702014-12-18AMGNAmgen Inc. (NASDAQ)PurchaseSelf$15,001 - $50,000332020b5
5712014-12-18HYHHalyard Health, Inc. (NYSE)Sale (Full)Self$1,001 - $15,000332020b5
5722014-12-18SSYSStratasys Ltd. (NASDAQ)Sale (Full)Self$1,001 - $15,000332020b5
5732014-12-18ABBVAbbVie Inc. (NYSE)PurchaseSelf$1,001 - $15,000332020b5
5742014-12-18KEYSKeysight Technologies, Inc. (NYSE)Sale (Full)Self$1,001 - $15,000332020b5
5752014-12-18TAT&T, Inc. (NYSE)PurchaseSelf$1,001 - $15,000332020b5
5762014-12-18KORSMichael Kors Holdings Limited (NYSE)Sale (Partial)Self$1,001 - $15,000332020b5
5772014-12-18BEAVB/E Aerospace Inc. (NASDAQ)Sale (Full)Self$15,001 - $50,000332020b5
5782014-11-25PCARPACCAR Inc. (NASDAQ)PurchaseChild$1,001 - $15,000332020b5
5792014-11-25IBMInternational Business Machines Corporation (NYSE)Sale (Partial)Child$1,001 - $15,000332020b5
5802014-11-25PCARPACCAR Inc. (NASDAQ)PurchaseJoint$1,001 - $15,000332020b5
5812014-11-25PRUPrudential Financial, Inc. (NYSE)PurchaseJoint$1,001 - $15,000332020b5
5822014-11-25MMacy's, Inc. (NYSE)PurchaseSelf$1,001 - $15,000332020b5
5832014-11-13PEPPepsico, Inc. (NYSE)PurchaseJoint$1,001 - $15,0005b1fd684
5842014-11-13TAT&T, Inc. (NYSE)Sale (Partial)Joint$15,001 - $50,0005b1fd684
5852014-11-13GOLDMAN SACHS GROUP 6.2%Sale (Partial)Joint$15,001 - $50,0005b1fd684
5862014-11-13PRUPrudential Financial, Inc. (NYSE)PurchaseJoint$1,001 - $15,0005b1fd684
5872014-11-13MMacy's, Inc. (NYSE)PurchaseJoint$1,001 - $15,0005b1fd684
5882014-11-13PEPPepsico, Inc. (NYSE)PurchaseJoint$1,001 - $15,0009258bb42
5892014-11-13TAT&T, Inc. (NYSE)Sale (Partial)Joint$15,001 - $50,0009258bb42
5902014-11-13GOLDMAN SACHS GROUP 6.2%Sale (Partial)Joint$15,001 - $50,0009258bb42
5912014-11-13PRUPrudential Financial, Inc. (NYSE)PurchaseJoint$1,001 - $15,0009258bb42
5922014-11-13MMacy's, Inc. (NYSE)PurchaseJoint$1,001 - $15,0009258bb42
5932014-11-10DHRDanaher Corp. (NYSE)Sale (Full)Joint$1,001 - $15,0005b1fd684
5942014-11-10FFord Motor Co. (NYSE)Sale (Full)Joint$1,001 - $15,0005b1fd684
5952014-11-10DHRDanaher Corp. (NYSE)Sale (Partial)Self$15,001 - $50,0005b1fd684
5962014-11-10BABAAlibaba Group Holding Limited (NYSE)PurchaseSelf$15,001 - $50,0005b1fd684
5972014-11-10FFord Motor Co. (NYSE)Sale (Full)Self$1,001 - $15,0005b1fd684
5982014-11-10DHRDanaher Corp. (NYSE)Sale (Full)Joint$1,001 - $15,0009258bb42
5992014-11-10FFord Motor Co. (NYSE)Sale (Full)Joint$1,001 - $15,0009258bb42
6002014-11-10DHRDanaher Corp. (NYSE)Sale (Partial)Self$15,001 - $50,0009258bb42
6012014-11-10BABAAlibaba Group Holding Limited (NYSE)PurchaseSelf$15,001 - $50,0009258bb42
6022014-11-10FFord Motor Co. (NYSE)Sale (Full)Self$1,001 - $15,0009258bb42
6032014-10-20COF-PPCapital One Financial Corp Pfd (NYSE)Sale (Full)Joint$15,001 - $50,0009258bb42
6042014-10-15COFCapital One Financial Corporation (NYSE)Sale (Full)Joint$15,001 - $50,0005d2c9aff
6052014-10-15COFCapital One Financial Corporation (NYSE)Sale (Full)Joint$15,001 - $50,000ef223527
6062014-10-14SBUXStarbucks Corporation (NASDAQ)PurchaseChild$1,001 - $15,0005d2c9aff
6072014-10-14BMYBristol-Myers Squibb Company (NYSE)PurchaseJoint$1,001 - $15,0005d2c9aff
6082014-10-14CYCypress Semiconductor Corporation (NASDAQ)PurchaseJoint$1,001 - $15,0005d2c9aff
6092014-10-14SBUXStarbucks Corporation (NASDAQ)PurchaseChild$1,001 - $15,000ef223527
6102014-10-14BMYBristol-Myers Squibb Company (NYSE)PurchaseJoint$1,001 - $15,000ef223527
6112014-10-14CYCypress Semiconductor Corporation (NASDAQ)PurchaseJoint$1,001 - $15,000ef223527
6122014-10-07TRIPTripAdvisor Inc. (NASDAQ)PurchaseSelf$1,001 - $15,0005d2c9aff
6132014-10-07ULUnilever plc (NYSE)PurchaseSelf$1,001 - $15,0005d2c9aff
6142014-10-07TRIPTripAdvisor Inc. (NASDAQ)PurchaseSelf$1,001 - $15,000ef223527
6152014-10-07ULUnilever plc (NYSE)PurchaseSelf$1,001 - $15,000ef223527
6162014-10-02QQQPowerShares QQQ Trust, Series 1 (NASDAQ)PurchaseSelf$1,001 - $15,0005d2c9aff
6172014-10-02SBUXStarbucks Corporation (NASDAQ)PurchaseChild$1,001 - $15,0005d2c9aff
6182014-10-02KORSMichael Kors Holdings Limited (NYSE)PurchaseSelf$1,001 - $15,0005d2c9aff
6192014-10-02YUMYum! Brands, Inc. (NYSE)Sale (Full)Self$15,001 - $50,0005d2c9aff
6202014-10-02MMacy's, Inc. (NYSE)PurchaseSelf$1,001 - $15,0005d2c9aff
6212014-10-02AAgilent Technologies Inc. (NYSE)PurchaseSelf$1,001 - $15,0005d2c9aff
6222014-10-02ULUnilever plc (NYSE)PurchaseSelf$1,001 - $15,0005d2c9aff
6232014-10-02QQQPowerShares QQQ Trust, Series 1 (NASDAQ)PurchaseSelf$1,001 - $15,000ef223527
6242014-10-02SBUXStarbucks Corporation (NASDAQ)PurchaseChild$1,001 - $15,000ef223527
6252014-10-02KORSMichael Kors Holdings Limited (NYSE)PurchaseSelf$1,001 - $15,000ef223527
6262014-10-02YUMYum! Brands, Inc. (NYSE)Sale (Full)Self$15,001 - $50,000ef223527
6272014-10-02MMacy's, Inc. (NYSE)PurchaseSelf$1,001 - $15,000ef223527
6282014-10-02AAgilent Technologies Inc. (NYSE)PurchaseSelf$1,001 - $15,000ef223527
6292014-10-02ULUnilever plc (NYSE)PurchaseSelf$1,001 - $15,000ef223527
6302014-09-18BMYBristol-Myers Squibb Company (NYSE)PurchaseChild$1,001 - $15,000e632ec04
6312014-09-18CVSCVS Caremark Corporation (NYSE)PurchaseChild$1,001 - $15,000e632ec04
6322014-09-18CYCypress Semiconductor Corporation (NASDAQ)PurchaseChild$1,001 - $15,000e632ec04
6332014-09-18CYCypress Semiconductor Corporation (NASDAQ)PurchaseJoint$1,001 - $15,000e632ec04
6342014-09-18VZVerizon Communications Inc. (NYSE)PurchaseSelf$1,001 - $15,000e632ec04
6352014-09-18PANWPalo Alto Networks, Inc. (NYSE)PurchaseSelf$1,001 - $15,000e632ec04
6362014-09-18ELThe Est (NYSE)PurchaseSelf$1,001 - $15,000e632ec04
6372014-09-18ISISIsis Pharmaceuticals, Inc. (NASDAQ)PurchaseSelf$1,001 - $15,000e632ec04
6382014-09-18TUTELUS Corporation (NYSE)PurchaseSelf$1,001 - $15,000e632ec04
6392014-09-18AIGAmerican International Group, Inc. (NYSE)PurchaseSelf$1,001 - $15,000e632ec04
6402014-09-18CYCypress Semiconductor Corporation (NASDAQ)PurchaseSelf$1,001 - $15,000e632ec04
6412014-09-16NEENextEra Energy, Inc. (NYSE)Sale (Full)Joint$15,001 - $50,000e632ec04
6422014-09-16SLBSchlumberger Limited (NYSE)Sale (Full)Child$15,001 - $50,000e632ec04
6432014-09-16SLBSchlumberger Limited (NYSE)Sale (Full)Self$15,001 - $50,000e632ec04
6442014-09-04APAApache Corp. (NYSE)Sale (Full)Self$50,001 - $100,000e632ec04
6452014-09-03SLBSchlumberger Limited (NYSE)Sale (Full)Joint$15,001 - $50,000e632ec04
6462014-09-03NOVNational Oilwell Varco, Inc. (NYSE)Sale (Full)Joint$15,001 - $50,000e632ec04
6472014-08-27HONHoneywell International Inc. (NYSE)Sale (Partial)Joint$15,001 - $50,000e632ec04
6482014-08-27ESSEssex Property Trust Inc. (NYSE)Sale (Partial)Joint$15,001 - $50,000e632ec04
6492014-08-27ETNEaton Corporation plc (NYSE)PurchaseChild$1,001 - $15,000e632ec04
6502014-08-21HYTBlackrock Corporate High Yield (NYSE)PurchaseSpouse$1,001 - $15,000e632ec04
6512014-08-14GPROGoPro, Inc. (NASDAQ)PurchaseSelf$1,001 - $15,000064147b0
6522014-08-07ULUnilever plc (NYSE)PurchaseSelf$1,001 - $15,000064147b0
6532014-08-07KORSMichael Kors Holdings Limited (NYSE)PurchaseSelf$1,001 - $15,000064147b0
6542014-07-29QLIKQlik Technologies, Inc. (NASDAQ)PurchaseSelf$1,001 - $15,000064147b0
6552014-07-29PANWPalo Alto Networks, Inc. (NYSE)PurchaseSelf$1,001 - $15,000064147b0
6562014-07-29LNKDLinkedIn Corporation (NYSE)Sale (Full)Self$15,001 - $50,000064147b0
6572014-07-29VODVodafone Group Public Limited Company (NASDAQ)Sale (Full)Self$15,001 - $50,000064147b0
6582014-07-29AXPAmerican Express Company (NYSE)PurchaseSelf$1,001 - $15,000064147b0
6592014-07-21MCHPMicrochip Technology Inc. (NASDAQ)Sale (Partial)Joint$15,001 - $50,000064147b0
6602014-07-21VODVodafone Group Public Limited Company (NASDAQ)Sale (Full)Joint$1,001 - $15,000064147b0
6612014-07-21DEDeere & Company (NYSE)Sale (Full)Joint$1,001 - $15,000064147b0
6622014-07-21MDPMeredith Corporation (NYSE)Sale (Full)Joint$15,001 - $50,000064147b0
6632014-07-15BMYBristol-Myers Squibb Company (NYSE)PurchaseJoint$1,001 - $15,00042514ae3
6642014-07-15BMYBristol-Myers Squibb Company (NYSE)PurchaseSelf$1,001 - $15,00042514ae3
6652014-07-10AMGNAmgen Inc. (NASDAQ)PurchaseChild$1,001 - $15,00042514ae3
6662014-07-10EMREmerson Electric Co. (NYSE)Sale (Full)Child$1,001 - $15,00042514ae3
6672014-07-10QLIKQlik Technologies, Inc. (NASDAQ)PurchaseSelf$1,001 - $15,00042514ae3
6682014-07-07KORSMichael Kors Holdings Limited (NYSE)PurchaseSelf$15,001 - $50,00042514ae3
6692014-07-07LNKDLinkedIn Corporation (NYSE)Sale (Partial)Self$1,001 - $15,00042514ae3
6702014-07-02NOVNational Oilwell Varco, Inc. (NYSE)PurchaseJoint$15,001 - $50,00042514ae3
6712014-06-24AMZNAmazon.com Inc. (NASDAQ)Sale (Full)Joint$15,001 - $50,00042514ae3
6722014-06-18KLXIKLX Inc. (NASDAQ)PurchaseSelf$1,001 - $15,0000a0229c8
6732014-06-18KLXIKLX Inc. (NASDAQ)PurchaseSelf$1,001 - $15,00094becbbc
6742014-06-18KLXIKLX Inc. (NASDAQ)PurchaseSelf$1,001 - $15,000c9366540
6752014-06-18BEAVB/E Aerospace Inc. (NASDAQ)PurchaseSelf$1,001 - $15,00042514ae3
6762014-06-18CHLChina Mobile Limited (NYSE)PurchaseSelf$1,001 - $15,00042514ae3
6772014-06-18UNPUnion Pacific Corporation (NYSE)Sale (Partial)Self$1,001 - $15,00042514ae3
6782014-06-18VFCV.F. Corporation (NYSE)Sale (Partial)Self$1,001 - $15,00042514ae3
6792014-05-29RTNRaytheon Co. (NYSE)PurchaseJoint$1,001 - $15,000c0fbdbce
6802014-05-29ORCLOracle Corporation (NYSE)PurchaseChild$1,001 - $15,000c0fbdbce
6812014-05-29ULUnilever plc (NYSE)PurchaseSelf$1,001 - $15,000c0fbdbce
6822014-05-29CHLChina Mobile Limited (NYSE)PurchaseSelf$1,001 - $15,000c0fbdbce
6832014-05-29SSYSStratasys Ltd. (NASDAQ)PurchaseSelf$1,001 - $15,000c0fbdbce
6842014-05-09VDCVanguard Consumer Staples ETFPurchaseChild$1,001 - $15,000354c88d3
6852014-05-09ETNEaton Corporation plc (NYSE)PurchaseChild$1,001 - $15,000354c88d3
6862014-05-09HMCHonda Motor Co., Ltd. (NYSE)Sale (Full)Self$1,001 - $15,000354c88d3
6872014-05-09XLNXXilinx Inc. (NASDAQ)Sale (Full)Self$15,001 - $50,000354c88d3
6882014-05-09VDCVanguard Consumer Staples ETFPurchaseChild$1,001 - $15,0009b068596
6892014-05-09ETNEaton Corporation plc (NYSE)PurchaseChild$1,001 - $15,0009b068596
6902014-05-09HMCHonda Motor Co., Ltd. (NYSE)Sale (Full)Self$1,001 - $15,0009b068596
6912014-05-09XLNXXilinx Inc. (NASDAQ)Sale (Full)Self$15,001 - $50,0009b068596
6922014-04-29CMRECostamare Inc. (NYSE)PurchaseJoint$1,001 - $15,000354c88d3
6932014-04-29GOOGLGoogle Inc. (NASDAQ)PurchaseSpouse$1,001 - $15,000354c88d3
6942014-04-29CVSCVS Caremark Corporation (NYSE)PurchaseChild$1,001 - $15,000354c88d3
6952014-04-29GISGeneral Mills, Inc. (NYSE)Sale (Partial)Child$15,001 - $50,000354c88d3
6962014-04-29EBAYeBay Inc. (NASDAQ)Sale (Full)Child$15,001 - $50,000354c88d3
6972014-04-29JPMJPMorgan Chase & Co. (NYSE)PurchaseChild$1,001 - $15,000354c88d3
6982014-04-29KORSMichael Kors Holdings Limited (NYSE)PurchaseChild$1,001 - $15,000354c88d3
6992014-04-29ESRXExpress Scripts Holding Company (NASDAQ)PurchaseChild$1,001 - $15,000354c88d3
7002014-04-29UTXUnited Technologies Corp. (NYSE)PurchaseChild$15,001 - $50,000354c88d3
7012014-04-29CMRECostamare Inc. (NYSE)PurchaseJoint$1,001 - $15,0009b068596
7022014-04-29PEPPepsico, Inc. (NYSE)Sale (Full)Joint$1,001 - $15,0009b068596
7032014-04-29GOOGLGoogle Inc. (NASDAQ)PurchaseSpouse$1,001 - $15,0009b068596
7042014-04-29CVSCVS Caremark Corporation (NYSE)PurchaseChild$1,001 - $15,0009b068596
7052014-04-29GISGeneral Mills, Inc. (NYSE)Sale (Partial)Child$15,001 - $50,0009b068596
7062014-04-29EBAYeBay Inc. (NASDAQ)Sale (Full)Child$15,001 - $50,0009b068596
7072014-04-29JPMJPMorgan Chase & Co. (NYSE)PurchaseChild$1,001 - $15,0009b068596
7082014-04-29KORSMichael Kors Holdings Limited (NYSE)PurchaseChild$1,001 - $15,0009b068596
7092014-04-29ESRXExpress Scripts Holding Company (NASDAQ)PurchaseChild$1,001 - $15,0009b068596
7102014-04-29UTXUnited Technologies Corp. (NYSE)PurchaseChild$15,001 - $50,0009b068596
7112014-04-17CVSCVS Caremark Corporation (NYSE)Sale (Partial)Child$1,001 - $15,000354c88d3
7122014-04-17STTState Street Corporation (NYSE)Sale (Partial)Child$1,001 - $15,000354c88d3
7132014-04-17ESRXExpress Scripts Holding Company (NASDAQ)PurchaseChild$1,001 - $15,000354c88d3
7142014-04-17DISThe Walt Disney Company (NYSE)Sale (Partial)Child$15,001 - $50,000354c88d3
7152014-04-17CVSCVS Caremark Corporation (NYSE)Sale (Partial)Child$1,001 - $15,0009b068596
7162014-04-17STTState Street Corporation (NYSE)Sale (Partial)Child$1,001 - $15,0009b068596
7172014-04-17ESRXExpress Scripts Holding Company (NASDAQ)PurchaseChild$1,001 - $15,0009b068596
7182014-04-17DISThe Walt Disney Company (NYSE)Sale (Partial)Child$15,001 - $50,0009b068596
7192014-04-11VVisa Inc. (NYSE)PurchaseJoint$1,001 - $15,0006af96223
7202014-03-20CCitigroup Inc. (NYSE)PurchaseJoint$1,001 - $15,0006af96223
7212014-03-20SLBSchlumberger Limited (NYSE)PurchaseJoint$1,001 - $15,0006af96223
7222014-03-13JP Morgan Chase & Co 6.75% FXD to 2/1/24 Rate/Coupon: 6.75 Matures: 01/01/2024PurchaseJoint$15,001 - $50,0000a0229c8
7232014-03-13KLXIKLX Inc. (NASDAQ)PurchaseSelf$1,001 - $15,0000a0229c8
7242014-03-13KLXIKLX Inc. (NASDAQ)PurchaseSelf$1,001 - $15,00094becbbc
7252014-03-13KLXIKLX Inc. (NASDAQ)PurchaseSelf$1,001 - $15,000c9366540
7262014-03-13JPJQLJP MORGAN CHASE (OTC Markets)PurchaseJoint$15,001 - $50,00037a1741d
7272014-03-13GEGeneral Electric Company (NYSE)Sale (Partial)Joint$1,001 - $15,00037a1741d
7282014-03-13AAPLApple Inc. (NASDAQ)Sale (Partial)Joint$1,001 - $15,00037a1741d
7292014-03-13KOThe Coca-Cola Company (NYSE)Sale (Partial)Joint$1,001 - $15,00037a1741d
7302014-03-13VFCV.F. Corporation (NYSE)Sale (Partial)Joint$1,001 - $15,00037a1741d
7312014-03-13VFCV.F. Corporation (NYSE)Sale (Partial)Self$1,001 - $15,00037a1741d
7322014-03-13BEAVB/E Aerospace Inc. (NASDAQ)PurchaseSelf$15,001 - $50,00037a1741d
7332014-03-13JPJQLJP MORGAN CHASE (OTC Markets) Rate/Coupon: 6.75 Matures: 02/01/24PurchaseJoint$15,001 - $50,00074a4261b
7342014-03-13GEGeneral Electric Company (NYSE)Sale (Partial)Joint$1,001 - $15,00074a4261b
7352014-03-13AAPLApple Inc. (NASDAQ)Sale (Partial)Joint$1,001 - $15,00074a4261b
7362014-03-13KOThe Coca-Cola Company (NYSE)Sale (Partial)Joint$1,001 - $15,00074a4261b
7372014-03-13VFCV.F. Corporation (NYSE)Sale (Partial)Joint$1,001 - $15,00074a4261b
7382014-03-13VFCV.F. Corporation (NYSE)Sale (Partial)Self$1,001 - $15,00074a4261b
7392014-03-13BEAVB/E Aerospace Inc. (NASDAQ)PurchaseSelf$15,001 - $50,00074a4261b
7402014-03-13JPJQLJP MORGAN CHASE (OTC Markets)PurchaseJoint$15,001 - $50,0007f08d6a1
7412014-03-13CLXThe Clorox Company (NYSE)Sale (Full)Joint$1,001 - $15,0007f08d6a1
7422014-03-13GEGeneral Electric Company (NYSE)Sale (Partial)Joint$1,001 - $15,0007f08d6a1
7432014-03-13AAPLApple Inc. (NASDAQ)Sale (Partial)Joint$1,001 - $15,0007f08d6a1
7442014-03-13KOThe Coca-Cola Company (NYSE)Sale (Partial)Joint$1,001 - $15,0007f08d6a1
7452014-03-13VFCV.F. Corporation (NYSE)Sale (Partial)Joint$1,001 - $15,0007f08d6a1
7462014-03-13VFCV.F. Corporation (NYSE)Sale (Partial)Self$1,001 - $15,0007f08d6a1
7472014-03-13BEAVB/E Aerospace Inc. (NASDAQ)PurchaseSelf$15,001 - $50,0007f08d6a1
7482014-03-13JPMJPMorgan Chase & Co. (NYSE) Rate/Coupon: 6.75 Matures: 02/01/24PurchaseJoint$15,001 - $50,000b15e36e8
7492014-03-13GEGeneral Electric Company (NYSE)Sale (Partial)Joint$1,001 - $15,000b15e36e8
7502014-03-13AAPLApple Inc. (NASDAQ)Sale (Partial)Joint$1,001 - $15,000b15e36e8
7512014-03-13KOThe Coca-Cola Company (NYSE)Sale (Partial)Joint$1,001 - $15,000b15e36e8
7522014-03-13VFCV.F. Corporation (NYSE)Sale (Partial)Joint$1,001 - $15,000b15e36e8
7532014-03-13VFCV.F. Corporation (NYSE)Sale (Partial)Self$1,001 - $15,000b15e36e8
7542014-03-13BEAVB/E Aerospace Inc. (NASDAQ)PurchaseSelf$15,001 - $50,000b15e36e8
7552014-02-25DHRDanaher Corp. (NYSE)Sale (Partial)Self$1,001 - $15,00037a1741d
7562014-02-25PANWPalo Alto Networks, Inc. (NYSE)PurchaseSelf$1,001 - $15,00037a1741d
7572014-02-25QLIKQlik Technologies, Inc. (NASDAQ)PurchaseSelf$1,001 - $15,00037a1741d
7582014-02-25DHRDanaher Corp. (NYSE)Sale (Partial)Self$1,001 - $15,00074a4261b
7592014-02-25PANWPalo Alto Networks, Inc. (NYSE)PurchaseSelf$1,001 - $15,00074a4261b
7602014-02-25QLIKQlik Technologies, Inc. (NASDAQ)PurchaseSelf$1,001 - $15,00074a4261b
7612014-02-25DHRDanaher Corp. (NYSE)Sale (Partial)Self$1,001 - $15,0007f08d6a1
7622014-02-25PANWPalo Alto Networks, Inc. (NYSE)PurchaseSelf$1,001 - $15,0007f08d6a1
7632014-02-25QLIKQlik Technologies, Inc. (NASDAQ)PurchaseSelf$1,001 - $15,0007f08d6a1
7642014-02-25DHRDanaher Corp. (NYSE)Sale (Partial)Self$1,001 - $15,000b15e36e8
7652014-02-25PANWPalo Alto Networks, Inc. (NYSE)PurchaseSelf$1,001 - $15,000b15e36e8
7662014-02-25QLIKQlik Technologies, Inc. (NASDAQ)PurchaseSelf$1,001 - $15,000b15e36e8
7672014-02-19ORCLOracle Corporation (NYSE)PurchaseChild$1,001 - $15,00037a1741d
7682014-02-19VARVarian Medical Systems, Inc. (NYSE)Sale (Full)Child$15,001 - $50,00037a1741d
7692014-02-19TWXTime Warner Inc. (NYSE)PurchaseChild$1,001 - $15,00037a1741d
7702014-02-19JPMJPMorgan Chase & Co. (NYSE) Rate/Coupon: 6.75 Matures: 2/1/24PurchaseChild$1,001 - $15,00037a1741d
7712014-02-19VVisa Inc. (NYSE)PurchaseSelf$15,001 - $50,00037a1741d
7722014-02-19ELThe Est (NYSE)PurchaseSelf$1,001 - $15,00037a1741d
7732014-02-19ACEACE Limited (NYSE)PurchaseSelf$1,001 - $15,00037a1741d
7742014-02-19CLXThe Clorox Company (NYSE)Sale (Full)Self$15,001 - $50,00037a1741d
7752014-02-19ORCLOracle Corporation (NYSE)PurchaseChild$1,001 - $15,00074a4261b
7762014-02-19VARVarian Medical Systems, Inc. (NYSE)Sale (Full)Child$15,001 - $50,00074a4261b
7772014-02-19TWXTime Warner Inc. (NYSE)PurchaseChild$1,001 - $15,00074a4261b
7782014-02-19JPMJPMorgan Chase & Co. (NYSE) Rate/Coupon: 6.75 Matures: 2/1/24PurchaseChild$1,001 - $15,00074a4261b
7792014-02-19VVisa Inc. (NYSE)PurchaseSelf$15,001 - $50,00074a4261b
7802014-02-19ELThe Est (NYSE)PurchaseSelf$1,001 - $15,00074a4261b
7812014-02-19ACEACE Limited (NYSE)PurchaseSelf$1,001 - $15,00074a4261b
7822014-02-19CLXThe Clorox Company (NYSE)Sale (Full)Self$15,001 - $50,00074a4261b
7832014-02-19ORCLOracle Corporation (NYSE)PurchaseChild$1,001 - $15,0007f08d6a1
7842014-02-19VARVarian Medical Systems, Inc. (NYSE)Sale (Full)Child$15,001 - $50,0007f08d6a1
7852014-02-19TWXTime Warner Inc. (NYSE)PurchaseChild$1,001 - $15,0007f08d6a1
7862014-02-19JPMJPMorgan Chase & Co. (NYSE)PurchaseChild$1,001 - $15,0007f08d6a1
7872014-02-19VVisa Inc. (NYSE)PurchaseSelf$15,001 - $50,0007f08d6a1
7882014-02-19ELThe Est (NYSE)PurchaseSelf$1,001 - $15,0007f08d6a1
7892014-02-19ACEACE Limited (NYSE)PurchaseSelf$1,001 - $15,0007f08d6a1
7902014-02-19CLXThe Clorox Company (NYSE)Sale (Full)Self$15,001 - $50,0007f08d6a1
7912014-02-19ORCLOracle Corporation (NYSE)PurchaseChild$1,001 - $15,000b15e36e8
7922014-02-19VARVarian Medical Systems, Inc. (NYSE)Sale (Full)Child$15,001 - $50,000b15e36e8
7932014-02-19TWXTime Warner Inc. (NYSE)PurchaseChild$1,001 - $15,000b15e36e8
7942014-02-19JPMJPMorgan Chase & Co. (NYSE) Rate/Coupon: 6.75 Matures: 2/1/24PurchaseChild$1,001 - $15,000b15e36e8
7952014-02-19VVisa Inc. (NYSE)PurchaseSelf$15,001 - $50,000b15e36e8
7962014-02-19ELThe Est (NYSE)PurchaseSelf$1,001 - $15,000b15e36e8
7972014-02-19ACEACE Limited (NYSE)PurchaseSelf$1,001 - $15,000b15e36e8
7982014-02-19CLXThe Clorox Company (NYSE)Sale (Full)Self$15,001 - $50,000b15e36e8
7992014-02-10AAPLApple Inc. (NASDAQ)Sale (Partial)Joint$15,001 - $50,0001237c9ae
8002014-02-10EMREmerson Electric Co. (NYSE)Sale (Full)Joint$1,001 - $15,0001237c9ae
8012014-02-10GISGeneral Mills, Inc. (NYSE)Sale (Full)Joint$15,001 - $50,0001237c9ae
8022014-02-10NSRGYNestl (OTC Markets)Sale (Partial)Joint$15,001 - $50,0001237c9ae
8032014-02-10VVisa Inc. (NYSE)PurchaseJoint$15,001 - $50,0001237c9ae
8042014-02-10NEENextEra Energy, Inc. (NYSE)PurchaseJoint$15,001 - $50,0001237c9ae
8052014-02-10CMRECostamare Inc. (NYSE)PurchaseJoint$15,001 - $50,0001237c9ae
8062014-01-31CLXThe Clorox Company (NYSE)Sale (Full)Joint$15,001 - $50,0001237c9ae
8072014-01-31MOAltria Group Inc. (NYSE)PurchaseSelf$1,001 - $15,0001237c9ae
8082014-01-31LOWLowe's Companies Inc. (NYSE)PurchaseSelf$1,001 - $15,0001237c9ae
8092014-01-29BAThe Boeing Company (NYSE)Sale (Full)Self$15,001 - $50,0001237c9ae
8102014-01-29SYMCSymantec Corporation (NASDAQ)Sale (Full)Self$15,001 - $50,0001237c9ae
8112014-01-29LNKDLinkedIn Corporation (NYSE)PurchaseSelf$1,001 - $15,0001237c9ae