| 1 | 2025-09-30 | — | ME St Muni Bond Bank 56045RJ75 Rate/Coupon: 5.000% Matures: 11/01/2033 | Purchase | Spouse | $15,001 - $50,000 | f29e80d0 | |
| 2 | 2024-08-21 | — | ME St Health & Higher Ed 56042RXW7 Rate/Coupon: 5.000% Matures: 07/01/2030 | Purchase | Spouse | $50,001 - $100,000 | c3b580a2 | |
| 3 | 2024-08-06 | — | Wells Fargo & Co 95001DGW4 Rate/Coupon: 5.450% Matures: 08/08/2034 | Purchase | Spouse | $15,001 - $50,000 | c3b580a2 | |
| 4 | 2024-08-05 | GL | Globe Life Inc | Sale (Full) | Spouse | $15,001 - $50,000 | c3b580a2 | |
| 5 | 2024-08-05 | — | ME St Muni Bond Bank 56045RYX1 Rate/Coupon: 5.000% Matures: 11/01/2031 | Purchase | Spouse | $15,001 - $50,000 | c3b580a2 | |
| 6 | 2024-07-17 | — | Thermo Fisher Scientific Inc 883556CU4 Rate/Coupon: 4.950% Matures: 11/21/2032 | Purchase | Spouse | $15,001 - $50,000 | 9b782ca8 | |
| 7 | 2024-06-05 | — | FIS - Fidelity National Information Services 31620MBW5 Rate/Coupon: 4.700% Matures: 07/15/2027 | Purchase | Spouse | $15,001 - $50,000 | b1e91027 | |
| 8 | 2022-12-20 | AKAM | Akamai Technologies, Inc. - Common Stock | Sale (Full) | Spouse | $15,001 - $50,000 | 44d5e494 | |
| 9 | 2022-12-13 | — | York ME 987092HX4 Rate/Coupon: 3.000% Matures: 07/01/2026 | Purchase | Spouse | $50,001 - $100,000 | 44d5e494 | |
| 10 | 2022-11-03 | — | Biogen Inc 09062XAF0 Rate/Coupon: 4.050% Matures: 09/15/2025 | Purchase | Spouse | $15,001 - $50,000 | 7471e623 | |
| 11 | 2022-08-10 | — | Parker-Hannifin Corp 701094AQ7 Rate/Coupon: 3.650% Matures: 06/15/2024 | Purchase | Spouse | $15,001 - $50,000 | 7c29d4eb | |
| 12 | 2022-04-21 | — | Portland ME 736560TV5 Rate/Coupon: 5.000% Matures: 05/01/2025 | Purchase | Spouse | $50,001 - $100,000 | 6c81e400 | |
| 13 | 2022-02-08 | — | Paypal Holdings Inc 70450YAC7 Rate/Coupon: 2.400% Matures: 10/01/2024 | Purchase | Spouse | $50,001 - $100,000 | cb278bca | |
| 14 | 2022-01-21 | UL | Unilever PLC Common Stock | Sale (Full) | Spouse | $15,001 - $50,000 | ae6a1390 | |
| 15 | 2022-01-21 | HSY | The Hershey Company Common Stock | Purchase | Spouse | $15,001 - $50,000 | ae6a1390 | |
| 16 | 2022-01-06 | WEX | WEX Inc. common stock | Sale (Full) | Spouse | $15,001 - $50,000 | ae6a1390 | |
| 17 | 2022-01-06 | VFC | V.F. Corporation Common Stock | Sale (Full) | Spouse | $1,001 - $15,000 | ae6a1390 | |
| 18 | 2022-01-06 | OTIS | Otis Worldwide Corporation Common Stock | Sale (Full) | Spouse | $1,001 - $15,000 | ae6a1390 | |
| 19 | 2022-01-06 | HSIC | Henry Schein, Inc. - Common Stock | Sale (Full) | Spouse | $15,001 - $50,000 | ae6a1390 | |
| 20 | 2022-01-06 | CARR | Carrier Global Corporation Common Stock | Sale (Full) | Spouse | $1,001 - $15,000 | ae6a1390 | |
| 21 | 2022-01-06 | MMM | 3M Company Common Stock | Sale (Full) | Spouse | $15,001 - $50,000 | ae6a1390 | |
| 22 | 2022-01-06 | NVDA | NVIDIA Corporation - Common Stock | Purchase | Spouse | $15,001 - $50,000 | ae6a1390 | |
| 23 | 2022-01-06 | LIN | Linde plc Ordinary Share | Purchase | Spouse | $15,001 - $50,000 | ae6a1390 | |
| 24 | 2022-01-06 | AMZN | Amazon.com, Inc. - Common Stock | Purchase | Spouse | $15,001 - $50,000 | ae6a1390 | |
| 25 | 2021-12-07 | — | Federal Home Loan Bank 3130AQAT0 Rate/Coupon: 1.280% Matures: 12/29/2025 | Purchase | Spouse | $15,001 - $50,000 | 69388a65 | |
| 26 | 2021-11-10 | — | ME St Housing Auth (Social Bds) Ser D 56052FWH4 Rate/Coupon: 1.375% Matures: 11/15/2028 | Purchase | Spouse | $50,001 - $100,000 | 1490bd57 | |
| 27 | 2021-08-17 | — | Scarborough ME 806075S57 Rate/Coupon: 2.000% Matures: 11/01/2026 | Purchase | Spouse | $50,001 - $100,000 | a91110ad | |
| 28 | 2021-07-16 | — | ME St Housing Auth 56052FVT9 Rate/Coupon: 1.200% Matures: 11/15/2028 | Purchase | Spouse | $15,001 - $50,000 | 400a40ef | |
| 29 | 2021-06-09 | — | Maine St 56052AE93 Rate/Coupon: 1.000% Matures: 06/01/2024 | Purchase | Spouse | $50,001 - $100,000 | 9ed788e7 | |
| 30 | 2021-04-29 | — | ME St Muni Bond Bank 56045RWK1 Rate/Coupon: 2.625% Matures: 09/01/2028 | Purchase | Spouse | $15,001 - $50,000 | b7ddcd56 | |
| 31 | 2021-04-29 | — | ME St Health & Higher Ed 560427VR4 Rate/Coupon: 3.000% Matures: 07/01/2023 | Purchase | Spouse | $50,001 - $100,000 | b7ddcd56 | |
| 32 | 2021-03-31 | — | Fed Farm Credit Bk 3133EMUU4 Rate/Coupon: 0.120% Matures: 11/29/2022 | Purchase | Spouse | $100,001 - $250,000 | 46d660a1 | |
| 33 | 2021-03-16 | — | ME St Govt Facs Auth 56041MPT5 Rate/Coupon: 2.000% Matures: 10/01/2023 | Purchase | Spouse | $50,001 - $100,000 | 46d660a1 | |
| 34 | 2021-02-11 | — | LII - Lennox International Inc. 526107AF4 Rate/Coupon: 1.700% Matures: 08/01/27 | Purchase | Spouse | $50,001 - $100,000 | 32550a8f | |
| 35 | 2021-02-09 | — | CTXS - Citrix Systems, Inc. 177376AG5 Rate/Coupon: 1.250% Matures: 03/01/26 | Purchase | Spouse | $15,001 - $50,000 | 32550a8f | |
| 36 | 2020-12-16 | DNKN | Dunkin' Brands Group, Inc. | Sale (Full) | Spouse | $50,001 - $100,000 | 2f96648f | |
| 37 | 2020-10-08 | — | Federal Farm Credit Bank 3133EMBH4 Rate/Coupon: 0.530% Matures: 09/29/2025 | Purchase | Spouse | $15,001 - $50,000 | a5290af9 | |
| 38 | 2020-09-08 | — | Federal Farm Credit Bank 3133EL7F5 Rate/Coupon: 0.180% Matures: 09/15/2022 | Purchase | Spouse | $15,001 - $50,000 | ccf754fc | |
| 39 | 2019-09-18 | — | Federal Farm Credit Bk 3133EKQ90 Rate/Coupon: 2.000% Matures: 09/23/2022 | Purchase | Spouse | $15,001 - $50,000 | 79725ebd | |
| 40 | 2019-09-16 | — | Federal Farm Credit Bk 3133EGU94 Rate/Coupon: 2.300% Matures: 12/14/2022 | Sale (Full) | Spouse | $15,001 - $50,000 | 79725ebd | |
| 41 | 2019-08-20 | AKAM | Akamai Technologies, Inc. | Purchase | Spouse | $15,001 - $50,000 | 6784a9a9 | |
| 42 | 2019-08-15 | CVET | Covetrus, Inc. | Sale (Full) | Spouse | $1,001 - $15,000 | 6784a9a9 | |
| 43 | 2019-05-21 | WEX | WEX Inc. | Purchase | Spouse | $15,001 - $50,000 | e0a3239b | |
| 44 | 2019-05-17 | RHT | Red Hat, Inc. | Sale (Full) | Spouse | $50,001 - $100,000 | e0a3239b | |
| 45 | 2018-12-21 | LIN | Linde plc | Sale (Full) | Spouse | $15,001 - $50,000 | bb3e64d2 | |
| 46 | 2018-12-21 | FB | Facebook, Inc. | Sale (Full) | Spouse | $1,001 - $15,000 | bb3e64d2 | |
| 47 | 2018-12-21 | XOM | Exxon Mobil Corporation | Sale (Full) | Spouse | $1,001 - $15,000 | bb3e64d2 | |
| 48 | 2018-12-21 | ENB | Enbridge Inc. | Sale (Full) | Spouse | $15,001 - $50,000 | bb3e64d2 | |
| 49 | 2018-12-21 | CFR | Cullen/Frost Bankers, Inc. | Sale (Full) | Spouse | $1,001 - $15,000 | bb3e64d2 | |
| 50 | 2018-12-21 | STZ | Constellation Brands, Inc. | Sale (Full) | Spouse | $15,001 - $50,000 | bb3e64d2 | |
| 51 | 2018-12-21 | NEE | NextEra Energy, Inc. | Purchase | Spouse | $15,001 - $50,000 | bb3e64d2 | |
| 52 | 2018-10-31 | AON | Aon plc | Sale (Partial) | Spouse | $1,001 - $15,000 | cc72eaf0 | |
| 53 | 2018-10-31 | PX
LIN | Praxair, Inc. (Exchanged) Linde plc (Received) | Exchange | Spouse | $1,001 - $15,000 | cc72eaf0 | |
| 54 | 2018-10-16 | HON | Honeywell International Inc. | Sale (Full) | Spouse | $15,001 - $50,000 | cc72eaf0 | |
| 55 | 2018-10-16 | TJX | The TJX Companies, Inc. | Purchase | Spouse | $1,001 - $15,000 | cc72eaf0 | |
| 56 | 2018-10-02 | SBUX | Starbucks Corporation | Sale (Full) | Spouse | $15,001 - $50,000 | cc72eaf0 | |
| 57 | 2018-10-02 | AMZN | Amazon.com, Inc. | Purchase | Spouse | $15,001 - $50,000 | cc72eaf0 | |
| 58 | 2018-08-17 | — | Maine Health and Higher EDL FACS 5604276F8 Rate/Coupon: 5.250% Matures: 07/01/2022 | Purchase | Spouse | $15,001 - $50,000 | 15347698 | |
| 59 | 2018-06-18 | PEP | PepsiCo, Inc. | Sale (Partial) | Spouse | $1,001 - $15,000 | 5138bdf6 | |
| 60 | 2018-06-18 | NSRGY | Nestlé S.A. | Sale (Full) | Spouse | $1,001 - $15,000 | 5138bdf6 | |
| 61 | 2018-06-18 | STZ | Constellation Brands, Inc. | Purchase | Spouse | $15,001 - $50,000 | 5138bdf6 | |
| 62 | 2018-06-13 | — | Augusta ME 051411VB9 Rate/Coupon: 3.0% Matures: 06/01/2020 | Purchase | Spouse | $15,001 - $50,000 | 5138bdf6 | |
| 63 | 2018-06-04 | NSRGY | Nestlé S.A. | Sale (Full) | Spouse | $1,001 - $15,000 | 5138bdf6 | |
| 64 | 2018-06-04 | UNH | UnitedHealth Group Incorporated | Purchase | Spouse | $1,001 - $15,000 | 5138bdf6 | |
| 65 | 2018-06-04 | SLB | Schlumberger Limited | Sale (Full) | Spouse | $1,001 - $15,000 | 5138bdf6 | |
| 66 | 2018-06-04 | PFE | Pfizer Inc. | Sale (Full) | Spouse | $1,001 - $15,000 | 5138bdf6 | |
| 67 | 2018-06-04 | CMCSA | Comcast Corporation | Sale (Full) | Spouse | $1,001 - $15,000 | 5138bdf6 | |
| 68 | 2018-06-04 | UNH | UnitedHealth Group Incorporated | Purchase | Spouse | $1,001 - $15,000 | 5138bdf6 | |
| 69 | 2018-06-04 | TMO | Thermo Fisher Scientific Inc. | Purchase | Spouse | $1,001 - $15,000 | 5138bdf6 | |
| 70 | 2018-06-04 | MRK | Merck & Co., Inc. | Purchase | Spouse | $1,001 - $15,000 | 5138bdf6 | |
| 71 | 2018-05-08 | JPM | JPMorgan Chase & Co. | Purchase | Spouse | $15,001 - $50,000 | 6b2185d5 | |
| 72 | 2018-05-08 | USB | U.S. Bancorp | Sale (Full) | Spouse | $1,001 - $15,000 | 6b2185d5 | |
| 73 | 2018-05-04 | HOLX | Hologic, Inc. | Sale (Full) | Spouse | $15,001 - $50,000 | 6b2185d5 | |
| 74 | 2018-02-01 | — | Wisconsin ST Rate/Coupon: 2.550% Matures: 05/01/2024 | Purchase | Spouse | $50,001 - $100,000 | ed3701cc | |
| 75 | 2018-01-31 | TSCO | Tractor Supply Company | Sale (Full) | Spouse | $15,001 - $50,000 | 846b8cd9 | |
| 76 | 2018-01-31 | RHT | Red Hat, Inc. | Sale (Partial) | Spouse | $15,001 - $50,000 | 846b8cd9 | |
| 77 | 2018-01-31 | AYI | Acuity Brands, Inc. | Sale (Full) | Spouse | $15,001 - $50,000 | 846b8cd9 | |
| 78 | 2017-07-18 | — | Portland ME WTR DIST REV 736606CU6 Rate/Coupon: 3.0% Matures: 11/01/2023 | Purchase | Spouse | $15,001 - $50,000 | 19885961 | |
| 79 | 2017-06-15 | SNA | Snap-on Incorporated | Sale (Full) | Spouse | $15,001 - $50,000 | bc79b7d5 | |
| 80 | 2017-06-15 | CFR | Cullen/Frost Bankers, Inc. | Purchase | Spouse | $1,001 - $15,000 | bc79b7d5 | |
| 81 | 2017-05-24 | CVS | CVS Health Corporation | Sale (Full) | Spouse | $15,001 - $50,000 | b2a66353 | |
| 82 | 2017-05-24 | FB | Facebook, Inc. | Purchase | Spouse | $1,001 - $15,000 | b2a66353 | |
| 83 | 2017-05-24 | AME | AMETEK, Inc. | Purchase | Spouse | $15,001 - $50,000 | b2a66353 | |
| 84 | 2017-03-02 | RHHBY | Roche Holding AG | Sale (Full) | Spouse | $15,001 - $50,000 | ea48ecad | |
| 85 | 2017-03-02 | GILD | Gilead Sciences, Inc. | Sale (Full) | Spouse | $1,001 - $15,000 | ea48ecad | |
| 86 | 2017-03-02 | DHR | Danaher Corporation | Purchase | Spouse | $15,001 - $50,000 | ea48ecad | |
| 87 | 2017-03-02 | BRKB | Berkshire Hathaway Inc. | Purchase | Spouse | $15,001 - $50,000 | ea48ecad | |
| 88 | 2017-02-28 | --
ENB | Spectra Energy Corp. (Exchanged) Enbridge Inc. (Received) | Exchange | Spouse | $15,001 - $50,000 | b3dacabf | |
| 89 | 2017-01-31 | — | Federal Farm Credit Bank 3133EGU94 Rate/Coupon: 2.300% Matures: 12/14/2022 | Purchase | Spouse | $15,001 - $50,000 | 614f837e | |
| 90 | 2016-12-30 | — | PRGO-Perrigo Company plc | Sale (Full) | Spouse | $15,001 - $50,000 | 5bc04cde | |
| 91 | 2016-12-30 | COP | ConocoPhillips | Purchase | Spouse | $15,001 - $50,000 | 5bc04cde | |
| 92 | 2016-12-30 | PRGO | Perrigo Company plc | Purchase | Spouse | $15,001 - $50,000 | e373cb0c | |
| 93 | 2016-12-30 | COP | ConocoPhillips | Purchase | Spouse | $15,001 - $50,000 | e373cb0c | |
| 94 | 2016-12-20 | — | Washington State Federal Highway Grant Rate/Coupon: 5.0% Matures: 09/01/2019 | Purchase | Spouse | $15,001 - $50,000 | 5bc04cde | |
| 95 | 2016-12-20 | — | Washington State Federal Highway Grant Rate/Coupon: 5.0% Matures: 09/01/2019 | Purchase | Spouse | $15,001 - $50,000 | e373cb0c | |
| 96 | 2016-12-16 | ESRX | Express Scripts Holding Company | Sale (Full) | Spouse | $1,001 - $15,000 | 5bc04cde | |
| 97 | 2016-12-16 | ESRX | Express Scripts Holding Company | Sale (Full) | Spouse | $1,001 - $15,000 | e373cb0c | |
| 98 | 2016-12-01 | VZ | Verizon Communications Inc. | Sale (Full) | Spouse | $1,001 - $15,000 | 5bc04cde | |
| 99 | 2016-12-01 | SRCL | Stericycle, Inc. | Sale (Full) | Spouse | $15,001 - $50,000 | 5bc04cde | |
| 100 | 2016-12-01 | GOOG | Alphabet Inc. | Sale (Partial) | Spouse | $1,001 - $15,000 | 5bc04cde | |
| 101 | 2016-12-01 | TSCO | Tractor Supply Company | Purchase | Spouse | $15,001 - $50,000 | 5bc04cde | |
| 102 | 2016-12-01 | TMK | Torchmark Corporation | Purchase | Spouse | $1,001 - $15,000 | 5bc04cde | |
| 103 | 2016-12-01 | MTD | Mettler-Toledo International Inc. | Purchase | Spouse | $1,001 - $15,000 | 5bc04cde | |
| 104 | 2016-12-01 | HOLX | Hologic, Inc. | Purchase | Spouse | $15,001 - $50,000 | 5bc04cde | |
| 105 | 2016-12-01 | AWK | American Water Works Company, Inc. | Purchase | Spouse | $15,001 - $50,000 | 5bc04cde | |
| 106 | 2016-12-01 | VZ | Verizon Communications Inc. | Sale (Full) | Spouse | $1,001 - $15,000 | e373cb0c | |
| 107 | 2016-12-01 | SRCL | Stericycle, Inc. | Sale (Full) | Spouse | $15,001 - $50,000 | e373cb0c | |
| 108 | 2016-12-01 | GOOG | Alphabet Inc. | Sale (Partial) | Spouse | $1,001 - $15,000 | e373cb0c | |
| 109 | 2016-12-01 | TSCO | Tractor Supply Company | Purchase | Spouse | $15,001 - $50,000 | e373cb0c | |
| 110 | 2016-12-01 | TMK | Torchmark Corporation | Purchase | Spouse | $1,001 - $15,000 | e373cb0c | |
| 111 | 2016-12-01 | MTD | Mettler-Toledo International Inc. | Purchase | Spouse | $1,001 - $15,000 | e373cb0c | |
| 112 | 2016-12-01 | HOLX | Hologic, Inc. | Purchase | Spouse | $15,001 - $50,000 | e373cb0c | |
| 113 | 2016-12-01 | AWK | American Water Works Company, Inc. | Purchase | Spouse | $15,001 - $50,000 | e373cb0c | |
| 114 | 2016-09-23 | WFC | Wells Fargo & Company | Sale (Full) | Spouse | $15,001 - $50,000 | e19679ff | |
| 115 | 2016-09-23 | USB | U.S. Bancorp | Purchase | Spouse | $15,001 - $50,000 | e19679ff | |
| 116 | 2016-09-16 | — | Federal Farm Credit Bank 3133EGFP5 Rate/Coupon: 1.83% Matures: 06/12/2022 | Purchase | Spouse | $50,001 - $100,000 | e19679ff | |
| 117 | 2016-09-08 | SYK | Stryker Corporation Rate/Coupon: 2.0% Matures: 03/08/2019 | Purchase | Spouse | $50,001 - $100,000 | e19679ff | |
| 118 | 2016-08-26 | — | Federal Farm Credit Bank 3133EFAS6 Rate/Coupon: 2.0% Matures: 08/26/2019 | Sale (Full) | Spouse | $50,001 - $100,000 | 068b57a8 | |
| 119 | 2016-08-01 | TMK | Torchmark Corporation | Purchase | Spouse | $15,001 - $50,000 | 068b57a8 | |
| 120 | 2016-08-01 | RHT | Red Hat, Inc. | Purchase | Spouse | $15,001 - $50,000 | 068b57a8 | |
| 121 | 2016-07-27 | — | Coppell TX 2%19 217482Y51 Rate/Coupon: 2.0% Matures: 02/01/2019 | Purchase | Spouse | $1,001 - $15,000 | da3bd31f | |
| 122 | 2016-07-14 | HSY | The Hershey Company | Sale (Full) | Spouse | $15,001 - $50,000 | da3bd31f | |
| 123 | 2016-07-12 | FTV | Fortive Corporation | Sale (Full) | Spouse | $1,001 - $15,000 | da3bd31f | |
| 124 | 2016-06-30 | — | Federal Farm Credit Bank 3133EFZT7 Rate/Coupon: 1.4% Matures: 02/24/2020 | Purchase | Spouse | $50,001 - $100,000 | 8ce46f93 | |
| 125 | 2016-06-30 | — | Federal Home Loan Bank 3130A8LS0 Rate/Coupon: 1.5% Matures: 06/30/2021 | Purchase | Spouse | $15,001 - $50,000 | 8ce46f93 | |
| 126 | 2016-06-30 | — | Federal Farm Credit Bank 3133EFZT7 Rate/Coupon: 1.4% Matures: 02/24/2020 | Purchase | Spouse | $50,001 - $100,000 | c353e204 | |
| 127 | 2016-06-30 | — | Federal Home Loan Bank 3130A8LS0 Rate/Coupon: 1.5% Matures: 06/30/2021 | Purchase | Spouse | $15,001 - $50,000 | c353e204 | |
| 128 | 2016-06-28 | — | Federal Farm Credit Bank 3133EFHP5 Rate/Coupon: 1.7% Matures: 07/08/2020 | Sale (Full) | Spouse | $15,001 - $50,000 | 8ce46f93 | |
| 129 | 2016-06-28 | — | Federal Farm Credit Bank 3133EFHP5 Rate/Coupon: 1.7% Matures: 07/08/2020 | Sale (Full) | Spouse | $15,001 - $50,000 | c353e204 | |
| 130 | 2016-06-01 | BIN | Progressive Waste Solutions Ltd. | Exchange | Spouse | $15,001 - $50,000 | c353e204 | |
| 131 | 2016-06-01 | WCN | Waste Connections US, Inc. | Exchange | Spouse | $15,001 - $50,000 | c353e204 | |
| 132 | 2016-04-11 | DD | E. I. du Pont de Nemours and Company | Sale (Full) | Spouse | $1,001 - $15,000 | 779cc401 | |
| 133 | 2016-04-11 | PX | Praxair Inc. | Purchase | Spouse | $1,001 - $15,000 | 779cc401 | |
| 134 | 2016-03-30 | — | Augusta ME Bond Rate/Coupon: 2% Matures: 05/01/2021 | Purchase | Spouse | $50,001 - $100,000 | 078d300c | |
| 135 | 2016-03-09 | SRCL | Stericycle, Inc. | Purchase | Spouse | $15,001 - $50,000 | 078d300c | |
| 136 | 2016-03-09 | — | JPMorgan Chase & Co Rate/Coupon: 2.55% Matures: 03/01/2021 | Purchase | Spouse | $15,001 - $50,000 | 078d300c | |
| 137 | 2016-03-09 | RHT | Red Hat, Inc. | Purchase | Spouse | $15,001 - $50,000 | 078d300c | |
| 138 | 2016-02-09 | EMC | EMC Corporation | Sale (Full) | Spouse | $1,001 - $15,000 | 58a3b1ce | |
| 139 | 2016-02-01 | — | Precision Castparts Corp | Sale (Partial) | Spouse | $15,001 - $50,000 | 58a3b1ce | |
| 140 | 2016-02-01 | — | Precision Castparts Corp | Sale (Partial) | Spouse | $1,001 - $15,000 | 58a3b1ce | |
| 141 | 2016-02-01 | — | Precision Castparts Corp | Sale (Partial) | Spouse | $1,001 - $15,000 | 58a3b1ce | |
| 142 | 2016-02-01 | — | Precision Castparts Corp | Sale (Partial) | Spouse | $1,001 - $15,000 | 58a3b1ce | |
| 143 | 2015-12-22 | — | US Bancorp | Purchase | Spouse | $1,001 - $15,000 | 941bfc68 | |
| 144 | 2015-12-22 | — | TJX Cos Inc | Purchase | Spouse | $1,001 - $15,000 | 941bfc68 | |
| 145 | 2015-12-22 | — | Phillips 66 | Purchase | Spouse | $1,001 - $15,000 | 941bfc68 | |
| 146 | 2015-12-22 | — | Nestle SA | Purchase | Spouse | $1,001 - $15,000 | 941bfc68 | |
| 147 | 2015-12-22 | — | DANAHER Corp | Purchase | Spouse | $1,001 - $15,000 | 941bfc68 | |
| 148 | 2015-12-22 | — | AON PLC | Purchase | Spouse | $1,001 - $15,000 | 941bfc68 | |
| 149 | 2015-12-22 | — | Accenture PLC | Purchase | Spouse | $1,001 - $15,000 | 941bfc68 | |
| 150 | 2015-12-22 | — | Qualcomm Inc | Sale (Full) | Spouse | $1,001 - $15,000 | 941bfc68 | |
| 151 | 2015-12-22 | — | Home Depot Inc | Sale (Full) | Spouse | $1,001 - $15,000 | 941bfc68 | |
| 152 | 2015-12-22 | — | ConocoPhillips | Sale (Full) | Spouse | $1,001 - $15,000 | 941bfc68 | |
| 153 | 2015-12-22 | — | Canadian Pacific Railway LTD | Sale (Full) | Spouse | $1,001 - $15,000 | 941bfc68 | |
| 154 | 2015-12-22 | — | Borgwarner Inc | Sale (Full) | Spouse | $1,001 - $15,000 | 941bfc68 | |
| 155 | 2015-12-22 | — | Wells Fargo CO | Purchase | Spouse | $1,001 - $15,000 | 941bfc68 | |
| 156 | 2015-12-22 | — | VISA INC - A | Purchase | Spouse | $15,001 - $50,000 | 941bfc68 | |
| 157 | 2015-12-22 | — | Hershey Co | Purchase | Spouse | $15,001 - $50,000 | 941bfc68 | |
| 158 | 2015-12-22 | — | Dunkin Brands Group Inc | Purchase | Spouse | $15,001 - $50,000 | 941bfc68 | |
| 159 | 2015-12-15 | — | Fed Farm Credit Bank Rate/Coupon: 1.7% Matures: 07/08/2020 | Purchase | Spouse | $15,001 - $50,000 | 941bfc68 | |
| 160 | 2015-12-11 | DVFAX | Cohen & Steers Dividend Value A (NASDAQ) | Purchase | Spouse | $1,001 - $15,000 | 26ae70ce | |
| 161 | 2015-12-11 | DVFAX | Cohen & Steers Dividend Value A (NASDAQ) | Purchase | Spouse | $1,001 - $15,000 | 4ecfb8b2 | |
| 162 | 2015-12-11 | DVFAX | Cohen & Steers Dividend Value A (NASDAQ) | Purchase | Spouse | $1,001 - $15,000 | a3e41326 | |
| 163 | 2015-12-11 | DVFAX | Cohen & Steers Dividend Value A (NASDAQ) | Purchase | Spouse | $1,001 - $15,000 | d221805d | |
| 164 | 2015-08-26 | — | Federal Farm Credit Bank Rate/Coupon: 2.0% Matures: 08/26/2019 | Purchase | Spouse | $50,001 - $100,000 | 7c2ffee4 | |
| 165 | 2015-08-20 | — | Winslow Maine Rate/Coupon: 3.0% Matures: 10/01/2020 | Purchase | Spouse | $50,001 - $100,000 | 7c2ffee4 | |
| 166 | 2015-06-09 | — | Portland ME WTR DIST REV Rate/Coupon: 3.0% Matures: 11/01/2020 | Purchase | Spouse | $15,001 - $50,000 | bfbe1b67 | |
| 167 | 2015-05-21 | — | New Hampshire MUND BD Bk Rate/Coupon: 3.000 Matures: 08/15/2020 | Purchase | Spouse | $15,001 - $50,000 | 6939846a | |
| 168 | 2015-03-20 | HSY | The Hershey Company (NYSE) | Purchase | Spouse | $15,001 - $50,000 | 0c76c4e6 | |
| 169 | 2015-03-20 | HSY | The Hershey Company (NYSE) | Purchase | Spouse | $15,001 - $50,000 | 6795db72 | |
| 170 | 2015-02-26 | — | Rochester NH Rate/Coupon: 3.000 Matures: 03/01/2021 | Purchase | Spouse | $15,001 - $50,000 | 0c76c4e6 | |
| 171 | 2015-02-26 | — | Rochester NH Rate/Coupon: 3.000 Matures: 03/01/2021 | Purchase | Spouse | $15,001 - $50,000 | 6795db72 | |
| 172 | 2015-02-20 | KMB | Kimberly-Clark Corporation (NYSE) | Sale (Full) | Spouse | $1,001 - $15,000 | 0c76c4e6 | |
| 173 | 2015-02-20 | KMB | Kimberly-Clark Corporation (NYSE) | Sale (Full) | Spouse | $1,001 - $15,000 | 0c76c4e6 | |
| 174 | 2015-02-20 | HAL | Halliburton Company (NYSE) | Sale (Full) | Spouse | $1,001 - $15,000 | 0c76c4e6 | |
| 175 | 2015-02-20 | HAL | Halliburton Company (NYSE) | Sale (Full) | Spouse | $1,001 - $15,000 | 0c76c4e6 | |
| 176 | 2015-02-20 | HAL | Halliburton Company (NYSE) | Sale (Full) | Spouse | $1,001 - $15,000 | 0c76c4e6 | |
| 177 | 2015-02-20 | HAL | Halliburton Company (NYSE) | Sale (Full) | Spouse | $1,001 - $15,000 | 0c76c4e6 | |
| 178 | 2015-02-20 | AXP | American Express Company (NYSE) | Sale (Full) | Spouse | $1,001 - $15,000 | 0c76c4e6 | |
| 179 | 2015-02-20 | AXP | American Express Company (NYSE) | Sale (Full) | Spouse | $1,001 - $15,000 | 0c76c4e6 | |
| 180 | 2015-02-20 | AXP | American Express Company (NYSE) | Sale (Full) | Spouse | $1,001 - $15,000 | 0c76c4e6 | |
| 181 | 2015-02-20 | AXP | American Express Company (NYSE) | Sale (Full) | Spouse | $1,001 - $15,000 | 0c76c4e6 | |
| 182 | 2015-02-20 | AXP | American Express Company (NYSE) | Sale (Full) | Spouse | $1,001 - $15,000 | 0c76c4e6 | |
| 183 | 2015-02-20 | AYI | Acuity Brands, Inc. (NYSE) | Purchase | Spouse | $15,001 - $50,000 | 0c76c4e6 | |
| 184 | 2015-02-20 | MMM | 3M Company (NYSE) | Purchase | Spouse | $25,000,001 - $50,000,000 | 0c76c4e6 | |
| 185 | 2015-02-20 | KMB | Kimberly-Clark Corporation (NYSE) | Sale (Full) | Spouse | $1,001 - $15,000 | 6795db72 | |
| 186 | 2015-02-20 | KMB | Kimberly-Clark Corporation (NYSE) | Sale (Full) | Spouse | $1,001 - $15,000 | 6795db72 | |
| 187 | 2015-02-20 | HAL | Halliburton Company (NYSE) | Sale (Full) | Spouse | $1,001 - $15,000 | 6795db72 | |
| 188 | 2015-02-20 | HAL | Halliburton Company (NYSE) | Sale (Full) | Spouse | $1,001 - $15,000 | 6795db72 | |
| 189 | 2015-02-20 | HAL | Halliburton Company (NYSE) | Sale (Full) | Spouse | $1,001 - $15,000 | 6795db72 | |
| 190 | 2015-02-20 | HAL | Halliburton Company (NYSE) | Sale (Full) | Spouse | $1,001 - $15,000 | 6795db72 | |
| 191 | 2015-02-20 | AXP | American Express Company (NYSE) | Sale (Full) | Spouse | $1,001 - $15,000 | 6795db72 | |
| 192 | 2015-02-20 | AXP | American Express Company (NYSE) | Sale (Full) | Spouse | $1,001 - $15,000 | 6795db72 | |
| 193 | 2015-02-20 | AXP | American Express Company (NYSE) | Sale (Full) | Spouse | $1,001 - $15,000 | 6795db72 | |
| 194 | 2015-02-20 | AXP | American Express Company (NYSE) | Sale (Full) | Spouse | $1,001 - $15,000 | 6795db72 | |
| 195 | 2015-02-20 | AXP | American Express Company (NYSE) | Sale (Full) | Spouse | $1,001 - $15,000 | 6795db72 | |
| 196 | 2015-02-20 | AYI | Acuity Brands, Inc. (NYSE) | Purchase | Spouse | $15,001 - $50,000 | 6795db72 | |
| 197 | 2015-02-20 | MMM | 3M Company (NYSE) | Purchase | Spouse | $15,001 - $50,000 | 6795db72 | |
| 198 | 2015-02-12 | — | Billings MT Rate/Coupon: 3.000 Matures: 07/01/2021 | Purchase | Spouse | $25,000,001 - $50,000,000 | 0c76c4e6 | |
| 199 | 2015-02-12 | — | Billings MT Rate/Coupon: 3.000 Matures: 07/01/2021 | Purchase | Spouse | $15,001 - $50,000 | 6795db72 | |
| 200 | 2015-01-13 | WCN | Waste Connections Inc. (NYSE) | Purchase | Spouse | $1,001 - $15,000 | 6624f616 | |
| 201 | 2015-01-13 | UL | Unilever plc (NYSE) | Purchase | Spouse | $1,001 - $15,000 | 6624f616 | |
| 202 | 2015-01-13 | MTD | Mettler-Toledo International Inc. (NYSE) | Purchase | Spouse | $15,001 - $50,000 | 6624f616 | |
| 203 | 2015-01-13 | CVS | CVS Health Corporation (NYSE) | Purchase | Spouse | $1,001 - $15,000 | 6624f616 | |
| 204 | 2015-01-13 | ADP | Automatic Data Processing, Inc. (NASDAQ) | Sale (Full) | Spouse | $1,001 - $15,000 | 6624f616 | |
| 205 | 2015-01-13 | AAPL | Apple Inc. (NASDAQ) | Purchase | Spouse | $1,001 - $15,000 | 6624f616 | |
| 206 | 2015-01-13 | AXP | American Express Company (NYSE) | Purchase | Spouse | $1,001 - $15,000 | 6624f616 | |
| 207 | 2014-12-18 | TOLLX | Deutsche Global Infrastructure A (NASDAQ) | Purchase | Spouse | $1,001 - $15,000 | 26ae70ce | |
| 208 | 2014-12-18 | TOLLX | Deutsche Global Infrastructure A (NASDAQ) | Purchase | Spouse | $1,001 - $15,000 | 4ecfb8b2 | |
| 209 | 2014-12-18 | TOLLX | Deutsche Global Infrastructure A (NASDAQ) | Purchase | Spouse | $1,001 - $15,000 | a3e41326 | |
| 210 | 2014-12-18 | TOLLX | Deutsche Global Infrastructure A (NASDAQ) | Purchase | Spouse | $1,001 - $15,000 | d221805d | |
| 211 | 2014-12-15 | TOLLX | Deutsche Global Infrastructure A (NASDAQ) | Sale (Partial) | Spouse | $1,001 - $15,000 | 26ae70ce | |
| 212 | 2014-12-15 | TOLLX | Deutsche Global Infrastructure A (NASDAQ) | Sale (Partial) | Spouse | $1,001 - $15,000 | 4ecfb8b2 | |
| 213 | 2014-12-15 | TOLLX | Deutsche Global Infrastructure A (NASDAQ) | Sale (Full) | Spouse | $1,001 - $15,000 | a3e41326 | |
| 214 | 2014-12-15 | TOLLX | Deutsche Global Infrastructure A (NASDAQ) | Sale (Full) | Spouse | $1,001 - $15,000 | d221805d | |
| 215 | 2014-12-15 | TOLLX | Deutsche Global Infrastructure A (NASDAQ) | Sale (Full) | Spouse | $1,001 - $15,000 | 3b18c706 | |
| 216 | 2014-12-11 | WASCX | Ivy Asset Strategy C (NASDAQ) | Purchase | Spouse | $1,001 - $15,000 | 26ae70ce | |
| 217 | 2014-12-11 | DVFAX | Cohen & Steers Dividend Value A (NASDAQ) | Purchase | Spouse | $1,001 - $15,000 | 26ae70ce | |
| 218 | 2014-12-11 | WASCX | Ivy Asset Strategy C (NASDAQ) | Purchase | Spouse | $1,001 - $15,000 | 4ecfb8b2 | |
| 219 | 2014-12-11 | DVFAX | Cohen & Steers Dividend Value A (NASDAQ) | Purchase | Spouse | $1,001 - $15,000 | 4ecfb8b2 | |
| 220 | 2014-12-11 | WASCX | Ivy Asset Strategy C (NASDAQ) | Purchase | Spouse | $1,001 - $15,000 | a3e41326 | |
| 221 | 2014-12-11 | DVFAX | Cohen & Steers Dividend Value A (NASDAQ) | Purchase | Spouse | $1,001 - $15,000 | a3e41326 | |
| 222 | 2014-12-11 | WASCX | Ivy Asset Strategy C (NASDAQ) | Purchase | Spouse | $1,001 - $15,000 | d221805d | |
| 223 | 2014-12-11 | DVFAX | Cohen & Steers Dividend Value A (NASDAQ) | Purchase | Spouse | $1,001 - $15,000 | d221805d | |
| 224 | 2014-12-10 | BMGAX | BlackRock Mid-Cap Growth Equity Inv A (NASDAQ) | Purchase | Spouse | $1,001 - $15,000 | 26ae70ce | |
| 225 | 2014-12-10 | BMGAX | BlackRock Mid-Cap Growth Equity Inv A (NASDAQ) | Purchase | Spouse | $1,001 - $15,000 | 26ae70ce | |
| 226 | 2014-12-10 | BMGAX | BlackRock Mid-Cap Growth Equity Inv A (NASDAQ) | Purchase | Spouse | $1,001 - $15,000 | 4ecfb8b2 | |
| 227 | 2014-12-10 | BMGAX | BlackRock Mid-Cap Growth Equity Inv A (NASDAQ) | Purchase | Spouse | $1,001 - $15,000 | 4ecfb8b2 | |
| 228 | 2014-12-10 | BMGAX | BlackRock Mid-Cap Growth Equity Inv A (NASDAQ) | Purchase | Spouse | $1,001 - $15,000 | a3e41326 | |
| 229 | 2014-12-10 | BMGAX | BlackRock Mid-Cap Growth Equity Inv A (NASDAQ) | Purchase | Spouse | $1,001 - $15,000 | a3e41326 | |
| 230 | 2014-12-10 | MDDVX | BlackRock Equity Dividend Inv A (NASDAQ) | Purchase | Spouse | $1,001 - $15,000 | d221805d | |
| 231 | 2014-12-10 | MDDVX | BlackRock Equity Dividend Inv A (NASDAQ) | Purchase | Spouse | $1,001 - $15,000 | d221805d | |
| 232 | 2014-11-10 | MFCDX | MainStay Marketfield C (NASDAQ) | Sale (Full) | Spouse | $50,001 - $100,000 | b8079f9b | |
| 233 | 2014-11-10 | FOXA | Twenty-First Century Fox, Inc. (NASDAQ) | Sale (Full) | Spouse | $1,001 - $15,000 | b8079f9b | |
| 234 | 2014-11-10 | TWX | Time Warner Inc. (NYSE) | Sale (Full) | Spouse | $1,001 - $15,000 | b8079f9b | |
| 235 | 2014-11-10 | TXN | Texas Instruments Inc. (NASDAQ) | Sale (Full) | Spouse | $1,001 - $15,000 | b8079f9b | |
| 236 | 2014-11-10 | TFX | Teleflex Incorporated (NYSE) | Purchase | Spouse | $15,001 - $50,000 | b8079f9b | |
| 237 | 2014-11-10 | SRCL | Stericycle, Inc. (NASDAQ) | Purchase | Spouse | $15,001 - $50,000 | b8079f9b | |
| 238 | 2014-11-10 | HSIC | Henry Schein, Inc. (NASDAQ) | Purchase | Spouse | $1,001 - $15,000 | b8079f9b | |
| 239 | 2014-11-10 | ROP | Roper Industries Inc. (NYSE) | Purchase | Spouse | $15,001 - $50,000 | b8079f9b | |
| 240 | 2014-11-10 | RTN | Raytheon Company (NYSE) | Sale (Full) | Spouse | $1,001 - $15,000 | b8079f9b | |
| 241 | 2014-11-10 | PCP | Precision Castparts Corp. (NYSE) | Purchase | Spouse | $15,001 - $50,000 | b8079f9b | |
| 242 | 2014-11-10 | MET | MetLife, Inc. (NYSE) | Sale (Full) | Spouse | $1,001 - $15,000 | b8079f9b | |
| 243 | 2014-11-10 | INTC | Intel Corporation (NASDAQ) | Sale (Full) | Spouse | $1,001 - $15,000 | b8079f9b | |
| 244 | 2014-11-10 | GILD | Gilead Sciences Inc. (NASDAQ) | Purchase | Spouse | $1,001 - $15,000 | b8079f9b | |
| 245 | 2014-11-10 | XOM | Exxon Mobil Corporation (NYSE) | Purchase | Spouse | $1,001 - $15,000 | b8079f9b | |
| 246 | 2014-11-10 | DD | E. I. du Pont de Nemours and Company (NYSE) | Purchase | Spouse | $1,001 - $15,000 | b8079f9b | |
| 247 | 2014-11-10 | COP | ConocoPhillips (NYSE) | Purchase | Spouse | $1,001 - $15,000 | b8079f9b | |
| 248 | 2014-11-10 | CVX | Chevron Corporation (NYSE) | Sale (Full) | Spouse | $1,001 - $15,000 | b8079f9b | |
| 249 | 2014-11-10 | AAPL | Apple Inc. (NASDAQ) | Purchase | Spouse | $1,001 - $15,000 | b8079f9b | |
| 250 | 2014-11-10 | APH | Amphenol Corporation (NYSE) | Purchase | Spouse | $15,001 - $50,000 | b8079f9b | |
| 251 | 2014-11-10 | AMLP | Alerian MLP ETF (NYSEArca) | Sale (Full) | Spouse | $1,001 - $15,000 | b8079f9b | |
| 252 | 2014-11-10 | ALL | The Allstate Corporation (NYSE) | Sale (Full) | Spouse | $1,001 - $15,000 | b8079f9b | |
| 253 | 2014-11-10 | T | AT&T, Inc. (NYSE) | Sale (Full) | Spouse | $1,001 - $15,000 | b8079f9b | |
| 254 | 2014-09-25 | — | South Ogden Utah Conv Dist. Rate/Coupon: 2% Matures: 02/01/2016 | Purchase | Spouse | $15,001 - $50,000 | 9333e385 | |
| 255 | 2014-07-23 | LNT | Alliant Energy Corporation (NYSE) | Sale (Full) | Spouse | $1,001 - $15,000 | 8287dd4c | |
| 256 | 2014-07-23 | ARE | Alexandria Real Estate Equities, Inc. (NYSE) | Sale (Full) | Spouse | $1,001 - $15,000 | 8287dd4c | |
| 257 | 2014-07-23 | BUD | Anheuser-Busch InBev SA/NV (NYSE) | Sale (Full) | Spouse | $1,001 - $15,000 | 8287dd4c | |
| 258 | 2014-07-23 | AMT | American Tower Corporation (NYSE) | Purchase | Spouse | $1,001 - $15,000 | 8287dd4c | |
| 259 | 2014-07-23 | BIIB | Biogen Idec Inc. (NASDAQ) | Sale (Full) | Spouse | $1,001 - $15,000 | 8287dd4c | |
| 260 | 2014-07-23 | BTE | Baytex Energy Corp. (NYSE) | Sale (Full) | Spouse | $1,001 - $15,000 | 8287dd4c | |
| 261 | 2014-07-23 | BWA | BorgWarner Inc. (NYSE) | Purchase | Spouse | $1,001 - $15,000 | 8287dd4c | |
| 262 | 2014-07-23 | BMR | BioMed Realty Trust Inc. (NYSE) | Sale (Full) | Spouse | $1,001 - $15,000 | 8287dd4c | |
| 263 | 2014-07-23 | DAL | Delta Air Lines Inc. (NYSE) | Sale (Full) | Spouse | $1,001 - $15,000 | 8287dd4c | |
| 264 | 2014-07-23 | CME | CME Group Inc. (NASDAQ) | Purchase | Spouse | $1,001 - $15,000 | 8287dd4c | |
| 265 | 2014-07-23 | ECL | Ecolab Inc. (NYSE) | Purchase | Spouse | $15,001 - $50,000 | 8287dd4c | |
| 266 | 2014-07-23 | EMC | EMC Corporation (NYSE) | Purchase | Spouse | $1,001 - $15,000 | 8287dd4c | |
| 267 | 2014-07-23 | EPR | EPR Properties (NYSE) | Sale (Full) | Spouse | $1,001 - $15,000 | 8287dd4c | |
| 268 | 2014-07-23 | ENLC | EnLink Midstream, LLC (NYSE) | Sale (Full) | Spouse | $1,001 - $15,000 | 8287dd4c | |
| 269 | 2014-07-23 | GE | General Electric Company (NYSE) | Sale (Full) | Spouse | $1,001 - $15,000 | 8287dd4c | |
| 270 | 2014-07-23 | GRMN | Garmin Ltd. (NASDAQ) | Sale (Full) | Spouse | $1,001 - $15,000 | 8287dd4c | |
| 271 | 2014-07-23 | HRS | Harris Corporation (NYSE) | Sale (Full) | Spouse | $1,001 - $15,000 | 8287dd4c | |
| 272 | 2014-07-23 | HCC | HCC Insurance Holdings Inc. (NYSE) | Sale (Full) | Spouse | $1,001 - $15,000 | 8287dd4c | |
| 273 | 2014-07-23 | HUB-B | Hubbell Inc. (NYSE) | Sale (Full) | Spouse | $1,001 - $15,000 | 8287dd4c | |
| 274 | 2014-07-23 | HTGC | Hercules Technology Growth Capital, Inc. (NYSE) | Sale (Full) | Spouse | $1,001 - $15,000 | 8287dd4c | |
| 275 | 2014-07-23 | JNJ | Johnson & Johnson (NYSE) | Purchase | Spouse | $1,001 - $15,000 | 8287dd4c | |
| 276 | 2014-07-23 | HUN | Huntsman Corporation (NYSE) | Sale (Full) | Spouse | $1,001 - $15,000 | 8287dd4c | |
| 277 | 2014-07-23 | MMC | Marsh & McLennan Companies, Inc. (NYSE) | Sale (Full) | Spouse | $1,001 - $15,000 | 8287dd4c | |
| 278 | 2014-07-23 | LECO | Lincoln Electric Holdings Inc. (NASDAQ) | Sale (Full) | Spouse | $1,001 - $15,000 | 8287dd4c | |
| 279 | 2014-07-23 | NSRGY | Nestl (OTC Markets) | Purchase | Spouse | $1,001 - $15,000 | 8287dd4c | |
| 280 | 2014-07-23 | MCK | McKesson Corporation (NYSE) | Sale (Full) | Spouse | $1,001 - $15,000 | 8287dd4c | |
| 281 | 2014-07-23 | PPG | PPG Industries Inc. (NYSE) | Sale (Full) | Spouse | $1,001 - $15,000 | 8287dd4c | |
| 282 | 2014-07-23 | OGS | ONE Gas, Inc. Common Stock (NYSE) | Sale (Full) | Spouse | $1,001 - $15,000 | 8287dd4c | |
| 283 | 2014-07-23 | PGH | Pengrowth Energy Corporation (NYSE) | Sale (Full) | Spouse | $1,001 - $15,000 | 8287dd4c | |
| 284 | 2014-07-23 | PKG | Packaging Corporation of America (NYSE) | Sale (Full) | Spouse | $1,001 - $15,000 | 8287dd4c | |
| 285 | 2014-07-23 | PSX | Phillips 66 (NYSE) | Purchase | Spouse | $1,001 - $15,000 | 8287dd4c | |
| 286 | 2014-07-23 | PBCT | People's United Financial Inc. (NASDAQ) | Sale (Full) | Spouse | $1,001 - $15,000 | 8287dd4c | |
| 287 | 2014-07-23 | HSIC | Henry Schein, Inc. (NASDAQ) | Purchase | Spouse | $1,001 - $15,000 | 8287dd4c | |
| 288 | 2014-07-23 | PL | Protective Life Corporation (NYSE) | Sale (Full) | Spouse | $1,001 - $15,000 | 8287dd4c | |
| 289 | 2014-07-23 | STE | Steris Corp. (NYSE) | Sale (Full) | Spouse | $1,001 - $15,000 | 8287dd4c | |
| 290 | 2014-07-23 | SNA | Snap-on Incorporated (NYSE) | Purchase | Spouse | $1,001 - $15,000 | 8287dd4c | |
| 291 | 2014-07-23 | WASH | Washington Trust Bancorp Inc. (NASDAQ) | Sale (Full) | Spouse | $1,001 - $15,000 | 8287dd4c | |
| 292 | 2014-07-23 | TRV | The Travelers Companies, Inc. (NYSE) | Sale (Full) | Spouse | $1,001 - $15,000 | 8287dd4c | |
| 293 | 2014-07-23 | MLPRX | Oppenheimer SteelPath MLP Income C (NASDAQ) | Sale (Full) | Spouse | $15,001 - $50,000 | 8287dd4c | |
| 294 | 2014-07-23 | WEC | Wisconsin Energy Corp. (NYSE) | Sale (Full) | Spouse | $1,001 - $15,000 | 8287dd4c | |
| 295 | 2014-07-23 | LNT | Alliant Energy Corporation (NYSE) | Sale (Full) | Spouse | $1,001 - $15,000 | 9f9dbfa0 | |
| 296 | 2014-07-23 | ARE | Alexandria Real Estate Equities, Inc. (NYSE) | Sale (Full) | Spouse | $1,001 - $15,000 | 9f9dbfa0 | |
| 297 | 2014-07-23 | BUD | Anheuser-Busch InBev SA/NV (NYSE) | Sale (Full) | Spouse | $1,001 - $15,000 | 9f9dbfa0 | |
| 298 | 2014-07-23 | AMT | American Tower Corporation (NYSE) | Purchase | Spouse | $1,001 - $15,000 | 9f9dbfa0 | |
| 299 | 2014-07-23 | BIIB | Biogen Idec Inc. (NASDAQ) | Sale (Full) | Spouse | $1,001 - $15,000 | 9f9dbfa0 | |
| 300 | 2014-07-23 | BTE | Baytex Energy Corp. (NYSE) | Sale (Full) | Spouse | $1,001 - $15,000 | 9f9dbfa0 | |
| 301 | 2014-07-23 | BWA | BorgWarner Inc. (NYSE) | Purchase | Spouse | $1,001 - $15,000 | 9f9dbfa0 | |
| 302 | 2014-07-23 | BMR | BioMed Realty Trust Inc. (NYSE) | Sale (Full) | Spouse | $1,001 - $15,000 | 9f9dbfa0 | |
| 303 | 2014-07-23 | DAL | Delta Air Lines Inc. (NYSE) | Sale (Full) | Spouse | $1,001 - $15,000 | 9f9dbfa0 | |
| 304 | 2014-07-23 | CME | CME Group Inc. (NASDAQ) | Purchase | Spouse | $1,001 - $15,000 | 9f9dbfa0 | |
| 305 | 2014-07-23 | ECL | Ecolab Inc. (NYSE) | Purchase | Spouse | $15,001 - $50,000 | 9f9dbfa0 | |
| 306 | 2014-07-23 | EMC | EMC Corporation (NYSE) | Purchase | Spouse | $1,001 - $15,000 | 9f9dbfa0 | |
| 307 | 2014-07-23 | EPR | EPR Properties (NYSE) | Sale (Full) | Spouse | $1,001 - $15,000 | 9f9dbfa0 | |
| 308 | 2014-07-23 | ENLC | EnLink Midstream, LLC (NYSE) | Sale (Full) | Spouse | $1,001 - $15,000 | 9f9dbfa0 | |
| 309 | 2014-07-23 | GE | General Electric Company (NYSE) | Sale (Full) | Spouse | $1,001 - $15,000 | 9f9dbfa0 | |
| 310 | 2014-07-23 | GRMN | Garmin Ltd. (NASDAQ) | Sale (Full) | Spouse | $1,001 - $15,000 | 9f9dbfa0 | |
| 311 | 2014-07-23 | HRS | Harris Corporation (NYSE) | Sale (Full) | Spouse | $1,001 - $15,000 | 9f9dbfa0 | |
| 312 | 2014-07-23 | HCC | HCC Insurance Holdings Inc. (NYSE) | Sale (Full) | Spouse | $1,001 - $15,000 | 9f9dbfa0 | |
| 313 | 2014-07-23 | HUB-B | Hubbell Inc. (NYSE) | Sale (Full) | Spouse | $1,001 - $15,000 | 9f9dbfa0 | |
| 314 | 2014-07-23 | HTGC | Hercules Technology Growth Capital, Inc. (NYSE) | Sale (Full) | Spouse | $1,001 - $15,000 | 9f9dbfa0 | |
| 315 | 2014-07-23 | JNJ | Johnson & Johnson (NYSE) | Purchase | Spouse | $1,001 - $15,000 | 9f9dbfa0 | |
| 316 | 2014-07-23 | HUN | Huntsman Corporation (NYSE) | Sale (Full) | Spouse | $1,001 - $15,000 | 9f9dbfa0 | |
| 317 | 2014-07-23 | MMC | Marsh & McLennan Companies, Inc. (NYSE) | Sale (Full) | Spouse | $1,001 - $15,000 | 9f9dbfa0 | |
| 318 | 2014-07-23 | LECO | Lincoln Electric Holdings Inc. (NASDAQ) | Sale (Full) | Spouse | $1,001 - $15,000 | 9f9dbfa0 | |
| 319 | 2014-07-23 | NSRGY | Nestl (OTC Markets) | Purchase | Spouse | $1,001 - $15,000 | 9f9dbfa0 | |
| 320 | 2014-07-23 | MCK | McKesson Corporation (NYSE) | Sale (Full) | Spouse | $1,001 - $15,000 | 9f9dbfa0 | |
| 321 | 2014-07-23 | PPG | PPG Industries Inc. (NYSE) | Sale (Full) | Spouse | $1,001 - $15,000 | 9f9dbfa0 | |
| 322 | 2014-07-23 | OGS | ONE Gas, Inc. Common Stock (NYSE) | Sale (Full) | Spouse | $1,001 - $15,000 | 9f9dbfa0 | |
| 323 | 2014-07-23 | PGH | Pengrowth Energy Corporation (NYSE) | Sale (Full) | Spouse | $1,001 - $15,000 | 9f9dbfa0 | |
| 324 | 2014-07-23 | PKG | Packaging Corporation of America (NYSE) | Sale (Full) | Spouse | $1,001 - $15,000 | 9f9dbfa0 | |
| 325 | 2014-07-23 | PSX | Phillips 66 (NYSE) | Purchase | Spouse | $1,001 - $15,000 | 9f9dbfa0 | |
| 326 | 2014-07-23 | PBCT | People's United Financial Inc. (NASDAQ) | Sale (Full) | Spouse | $1,001 - $15,000 | 9f9dbfa0 | |
| 327 | 2014-07-23 | HSIC | Henry Schein, Inc. (NASDAQ) | Purchase | Spouse | $1,001 - $15,000 | 9f9dbfa0 | |
| 328 | 2014-07-23 | PL | Protective Life Corporation (NYSE) | Sale (Full) | Spouse | $1,001 - $15,000 | 9f9dbfa0 | |
| 329 | 2014-07-23 | STE | Steris Corp. (NYSE) | Sale (Full) | Spouse | $1,001 - $15,000 | 9f9dbfa0 | |
| 330 | 2014-07-23 | SNA | Snap-on Incorporated (NYSE) | Purchase | Spouse | $1,001 - $15,000 | 9f9dbfa0 | |
| 331 | 2014-07-23 | WASH | Washington Trust Bancorp Inc. (NASDAQ) | Sale (Full) | Spouse | $1,001 - $15,000 | 9f9dbfa0 | |
| 332 | 2014-07-23 | TRV | The Travelers Companies, Inc. (NYSE) | Sale (Full) | Spouse | $1,001 - $15,000 | 9f9dbfa0 | |
| 333 | 2014-07-23 | MLPRX | Oppenheimer SteelPath MLP Income C (NASDAQ) | Sale (Full) | Spouse | $15,001 - $50,000 | 9f9dbfa0 | |
| 334 | 2014-07-23 | WEC | Wisconsin Energy Corp. (NYSE) | Sale (Full) | Spouse | $1,001 - $15,000 | 9f9dbfa0 | |
| 335 | 2014-06-30 | DVFAX | Cohen & Steers Dividend Value A (NASDAQ) | Purchase | Spouse | $1,001 - $15,000 | e3f9babd | |
| 336 | 2014-06-19 | LMGEX | Legg Mason Batterymarch Intl Eq C (NASDAQ) | Sale (Full) | Spouse | $15,001 - $50,000 | 97d58777 | |
| 337 | 2014-06-19 | WY | Weyerhaeuser Co. (NYSE) | Sale (Full) | Spouse | $1,001 - $15,000 | 97d58777 | |
| 338 | 2014-06-19 | WCN | Waste Connections Inc. (NYSE) | Purchase | Spouse | $1,001 - $15,000 | 97d58777 | |
| 339 | 2014-06-19 | WMT | Wal-Mart Stores Inc. (NYSE) | Sale (Full) | Spouse | $1,001 - $15,000 | 97d58777 | |
| 340 | 2014-06-19 | UPS | United Parcel Service, Inc. (NYSE) | Sale (Full) | Spouse | $1,001 - $15,000 | 97d58777 | |
| 341 | 2014-06-19 | TCAP | Triangle Capital Corporation (NYSE) | Sale (Full) | Spouse | $1,001 - $15,000 | 97d58777 | |
| 342 | 2014-06-19 | SRCL | Stericycle, Inc. (NASDAQ) | Purchase | Spouse | $1,001 - $15,000 | 97d58777 | |
| 343 | 2014-06-19 | SBGI | Sinclair Broadcast Group, Inc. (NASDAQ) | Sale (Full) | Spouse | $1,001 - $15,000 | 97d58777 | |
| 344 | 2014-06-19 | ROP | Roper Industries Inc. (NYSE) | Purchase | Spouse | $1,001 - $15,000 | 97d58777 | |
| 345 | 2014-06-19 | ROC | Rockwood Holdings, Inc. (NYSE) | Sale (Full) | Spouse | $1,001 - $15,000 | 97d58777 | |
| 346 | 2014-06-19 | PG | The Procter & Gamble Company (NYSE) | Sale (Full) | Spouse | $1,001 - $15,000 | 97d58777 | |
| 347 | 2014-06-19 | PX | Praxair Inc. (NYSE) | Purchase | Spouse | $1,001 - $15,000 | 97d58777 | |
| 348 | 2014-06-19 | PNM | PNM Resources, Inc. (NYSE) | Sale (Full) | Spouse | $1,001 - $15,000 | 97d58777 | |
| 349 | 2014-06-19 | PRGO | Perrigo Company Public Limited Company (NYSE) | Purchase | Spouse | $1,001 - $15,000 | 97d58777 | |
| 350 | 2014-06-19 | PRE | PartnerRe Ltd. (NYSE) | Sale (Full) | Spouse | $1,001 - $15,000 | 97d58777 | |
| 351 | 2014-06-19 | OXY | Occidental Petroleum Corporation (NYSE) | Sale (Full) | Spouse | $1,001 - $15,000 | 97d58777 | |
| 352 | 2014-06-19 | MCHP | Microchip Technology Inc. (NASDAQ) | Purchase | Spouse | $1,001 - $15,000 | 97d58777 | |
| 353 | 2014-06-19 | MPW | Medical Properties Trust Inc. (NYSE) | Sale (Full) | Spouse | $1,001 - $15,000 | 97d58777 | |
| 354 | 2014-06-19 | LVS | Las Vegas Sands Corp. (NYSE) | Sale (Full) | Spouse | $1,001 - $15,000 | 97d58777 | |
| 355 | 2014-06-19 | HFC | HollyFrontier Corporation (NYSE) | Sale (Full) | Spouse | $1,001 - $15,000 | 97d58777 | |
| 356 | 2014-06-19 | GOOGL | Google Inc. (NASDAQ) | Purchase | Spouse | $1,001 - $15,000 | 97d58777 | |
| 357 | 2014-06-19 | GS | The Goldman Sachs Group, Inc. (NYSE) | Sale (Full) | Spouse | $1,001 - $15,000 | 97d58777 | |
| 358 | 2014-06-19 | AJG | Arthur J Gallagher & Co. (NYSE) | Sale (Full) | Spouse | $1,001 - $15,000 | 97d58777 | |
| 359 | 2014-06-19 | FNF | Fidelity National Financial, Inc. (NYSE) | Sale (Full) | Spouse | $1,001 - $15,000 | 97d58777 | |
| 360 | 2014-06-19 | CR | Crane Co. (NYSE) | Sale (Full) | Spouse | $1,001 - $15,000 | 97d58777 | |
| 361 | 2014-06-19 | C | Citigroup Inc. (NYSE) | Sale (Full) | Spouse | $1,001 - $15,000 | 97d58777 | |
| 362 | 2014-06-19 | CMO | Capstead Mortgage Corp. (NYSE) | Sale (Full) | Spouse | $1,001 - $15,000 | 97d58777 | |
| 363 | 2014-06-19 | BMY | Bristol-Myers Squibb Company (NYSE) | Sale (Full) | Spouse | $1,001 - $15,000 | 97d58777 | |
| 364 | 2014-06-19 | AIT | Applied Industrial Technologies, Inc. (NYSE) | Sale (Full) | Spouse | $1,001 - $15,000 | 97d58777 | |
| 365 | 2014-06-19 | AGCO | AGCO Corporation (NYSE) | Sale (Full) | Spouse | $1,001 - $15,000 | 97d58777 | |
| 366 | 2014-05-07 | YHOO | Yahoo! Inc. (NASDAQ) | Sale (Full) | Spouse | $1,001 - $15,000 | a6280b04 | |
| 367 | 2014-05-07 | WFC | Wells Fargo & Company (NYSE) | Purchase | Spouse | $15,001 - $50,000 | a6280b04 | |
| 368 | 2014-05-07 | WM | Waste Management, Inc. (NYSE) | Sale (Full) | Spouse | $1,001 - $15,000 | a6280b04 | |
| 369 | 2014-05-07 | VVC | Vectren Corporation (NYSE) | Sale (Full) | Spouse | $1,001 - $15,000 | a6280b04 | |
| 370 | 2014-05-07 | VR | Validus Holdings, Ltd. (NYSE) | Sale (Full) | Spouse | $1,001 - $15,000 | a6280b04 | |
| 371 | 2014-05-07 | VRX | Valeant Pharmaceuticals International, Inc. (NYSE) | Sale (Full) | Spouse | $1,001 - $15,000 | a6280b04 | |
| 372 | 2014-05-07 | VFC | V.F. Corporation (NYSE) | Purchase | Spouse | $1,001 - $15,000 | a6280b04 | |
| 373 | 2014-05-07 | UTX | United Technologies Corp. (NYSE) | Purchase | Spouse | $1,001 - $15,000 | a6280b04 | |
| 374 | 2014-05-07 | UNP | Union Pacific Corporation (NYSE) | Purchase | Spouse | $15,001 - $50,000 | a6280b04 | |
| 375 | 2014-05-07 | UL | Unilever plc (NYSE) | Purchase | Spouse | $1,001 - $15,000 | a6280b04 | |
| 376 | 2014-05-07 | UMPQ | Umpqua Holdings Corporation (NASDAQ) | Sale (Full) | Spouse | $1,001 - $15,000 | a6280b04 | |
| 377 | 2014-05-07 | TUP | Tupperware Brands Corporation (NYSE) | Sale (Full) | Spouse | $1,001 - $15,000 | a6280b04 | |
| 378 | 2014-05-07 | TEL | TE Connectivity Ltd. (NYSE) | Sale (Full) | Spouse | $1,001 - $15,000 | a6280b04 | |
| 379 | 2014-05-07 | TGT | Target Corp. (NYSE) | Sale (Full) | Spouse | $1,001 - $15,000 | a6280b04 | |
| 380 | 2014-05-07 | TAL | TAL International Group, Inc. (NYSE) | Sale (Full) | Spouse | $1,001 - $15,000 | a6280b04 | |
| 381 | 2014-05-07 | HOT | Starwood Hotels & Resorts Worldwide Inc. (NYSE) | Sale (Full) | Spouse | $1,001 - $15,000 | a6280b04 | |
| 382 | 2014-05-07 | SBUX | Starbucks Corporation (NASDAQ) | Purchase | Spouse | $1,001 - $15,000 | a6280b04 | |
| 383 | 2014-05-07 | SE | Spectra Energy Corp. (NYSE) | Purchase | Spouse | $15,001 - $50,000 | a6280b04 | |
| 384 | 2014-05-07 | RPM | RPM International Inc. (NYSE) | Sale (Full) | Spouse | $1,001 - $15,000 | a6280b04 | |
| 385 | 2014-05-07 | RHHBY | Roche Holding AG (OTC Markets) | Purchase | Spouse | $15,001 - $50,000 | a6280b04 | |
| 386 | 2014-05-07 | QCOM | QUALCOMM Incorporated (NASDAQ) | Purchase | Spouse | $15,001 - $50,000 | a6280b04 | |
| 387 | 2014-05-07 | PEP | Pepsico, Inc. (NYSE) | Purchase | Spouse | $15,001 - $50,000 | a6280b04 | |
| 388 | 2014-05-07 | PWE | Penn West Petroleum Ltd. (NYSE) | Sale (Full) | Spouse | $1,001 - $15,000 | a6280b04 | |
| 389 | 2014-05-07 | PACW | PacWest Bancorp (NASDAQ) | Sale (Full) | Spouse | $1,001 - $15,000 | a6280b04 | |
| 390 | 2014-05-07 | ORCL | Oracle Corporation (NYSE) | Sale (Full) | Spouse | $1,001 - $15,000 | a6280b04 | |
| 391 | 2014-05-07 | OHI | Omega Healthcare Investors Inc. (NYSE) | Sale (Full) | Spouse | $1,001 - $15,000 | a6280b04 | |
| 392 | 2014-05-07 | NEE | NextEra Energy, Inc. (NYSE) | Sale (Full) | Spouse | $1,001 - $15,000 | a6280b04 | |
| 393 | 2014-05-07 | NWL | Newell Rubbermaid Inc. (NYSE) | Sale (Full) | Spouse | $1,001 - $15,000 | a6280b04 | |
| 394 | 2014-05-07 | MGRC | McGrath Rentcorp (NASDAQ) | Sale (Full) | Spouse | $1,001 - $15,000 | a6280b04 | |
| 395 | 2014-05-07 | MXIM | Maxim Integrated Products, Inc. (NASDAQ) | Sale (Full) | Spouse | $1,001 - $15,000 | a6280b04 | |
| 396 | 2014-05-07 | M | Macy's, Inc. (NYSE) | Sale (Full) | Spouse | $1,001 - $15,000 | a6280b04 | |
| 397 | 2014-05-07 | MTSC | MTS Systems Corporation (NASDAQ) | Sale (Full) | Spouse | $1,001 - $15,000 | a6280b04 | |
| 398 | 2014-05-07 | LDR | Landauer Inc. (NYSE) | Sale (Full) | Spouse | $1,001 - $15,000 | a6280b04 | |
| 399 | 2014-05-07 | JCOM | j2 Global, Inc. (NASDAQ) | Sale (Full) | Spouse | $1,001 - $15,000 | a6280b04 | |
| 400 | 2014-05-07 | IP | International Paper Company (NYSE) | Sale (Full) | Spouse | $1,001 - $15,000 | a6280b04 | |
| 401 | 2014-05-07 | IEX | IDEX Corporation (NYSE) | Sale (Full) | Spouse | $1,001 - $15,000 | a6280b04 | |
| 402 | 2014-05-07 | HMC | Honda Motor Co., Ltd. (NYSE) | Sale (Full) | Spouse | $1,001 - $15,000 | a6280b04 | |
| 403 | 2014-05-07 | HTS | Hatteras Financial Corp (NYSE) | Sale (Full) | Spouse | $1,001 - $15,000 | a6280b04 | |
| 404 | 2014-05-07 | HAS | Hasbro Inc. (NASDAQ) | Sale (Full) | Spouse | $1,001 - $15,000 | a6280b04 | |
| 405 | 2014-05-07 | HNI | HNI Corp. (NYSE) | Sale (Full) | Spouse | $1,001 - $15,000 | a6280b04 | |
| 406 | 2014-05-07 | GM | General Motors Company (NYSE) | Sale (Full) | Spouse | $1,001 - $15,000 | a6280b04 | |
| 407 | 2014-05-07 | FLY | FLY Leasing Limited (NYSE) | Sale (Full) | Spouse | $1,001 - $15,000 | a6280b04 | |
| 408 | 2014-05-07 | FMER | FirstMerit Corporation (NASDAQ) | Sale (Full) | Spouse | $1,001 - $15,000 | a6280b04 | |
| 409 | 2014-05-07 | FFBC | First Financial Bancorp. (NASDAQ) | Sale (Full) | Spouse | $1,001 - $15,000 | a6280b04 | |
| 410 | 2014-05-07 | FB | Facebook, Inc. (NASDAQ) | Sale (Full) | Spouse | $1,001 - $15,000 | a6280b04 | |
| 411 | 2014-05-07 | ESRX | Express Scripts Holding Company (NASDAQ) | Purchase | Spouse | $1,001 - $15,000 | a6280b04 | |
| 412 | 2014-05-07 | DIS | The Walt Disney Company (NYSE) | Purchase | Spouse | $1,001 - $15,000 | a6280b04 | |
| 413 | 2014-05-07 | DLR | Digital Realty Trust Inc. (NYSE) | Sale (Full) | Spouse | $1,001 - $15,000 | a6280b04 | |
| 414 | 2014-05-07 | CYS | CYS Investments, Inc. (NYSE) | Sale (Full) | Spouse | $1,001 - $15,000 | a6280b04 | |
| 415 | 2014-05-07 | CY | Cypress Semiconductor Corporation (NASDAQ) | Sale (Full) | Spouse | $1,001 - $15,000 | a6280b04 | |
| 416 | 2014-05-07 | CNSL | Consolidated Communications Holdings Inc. (NASDAQ) | Sale (Full) | Spouse | $1,001 - $15,000 | a6280b04 | |
| 417 | 2014-05-07 | CPSI | Computer Programs & Systems Inc. (NASDAQ) | Sale (Full) | Spouse | $1,001 - $15,000 | a6280b04 | |
| 418 | 2014-05-07 | CTBI | Community Trust Bancorp Inc. (NASDAQ) | Sale (Full) | Spouse | $1,001 - $15,000 | a6280b04 | |
| 419 | 2014-05-07 | CLNY | Colony Financial, Inc. (NYSE) | Sale (Full) | Spouse | $1,001 - $15,000 | a6280b04 | |
| 420 | 2014-05-07 | CHCO | City Holding Co. (NASDAQ) | Sale (Full) | Spouse | $1,001 - $15,000 | a6280b04 | |
| 421 | 2014-05-07 | CELG | Celgene Corporation (NASDAQ) | Sale (Full) | Spouse | $1,001 - $15,000 | a6280b04 | |
| 422 | 2014-05-07 | CBT | Cabot Corporation (NYSE) | Sale (Full) | Spouse | $1,001 - $15,000 | a6280b04 | |
| 423 | 2014-05-07 | BAC | Bank of America Corporation (NYSE) | Sale (Full) | Spouse | $1,001 - $15,000 | a6280b04 | |
| 424 | 2014-05-07 | BGS | B&G Foods Inc. (NYSE) | Sale (Full) | Spouse | $1,001 - $15,000 | a6280b04 | |
| 425 | 2014-05-07 | ALV | Autoliv, Inc. (NYSE) | Sale (Full) | Spouse | $1,001 - $15,000 | a6280b04 | |
| 426 | 2014-05-07 | ARCC | Ares Capital Corporation (NASDAQ) | Sale (Full) | Spouse | $1,001 - $15,000 | a6280b04 | |
| 427 | 2014-05-07 | AMT | American Tower Corporation (NYSE) | Purchase | Spouse | $1,001 - $15,000 | a6280b04 | |
| 428 | 2014-05-07 | AMZN | Amazon.com Inc. (NASDAQ) | Sale (Full) | Spouse | $1,001 - $15,000 | a6280b04 | |
| 429 | 2014-05-07 | ADC | Agree Realty Corp. (NYSE) | Sale (Full) | Spouse | $1,001 - $15,000 | a6280b04 | |
| 430 | 2014-04-23 | GS | The Goldman Sachs Group, Inc. (NYSE) | Sale (Partial) | Spouse | $1,001 - $15,000 | 07448275 | |
| 431 | 2014-04-23 | AXP | American Express Company (NYSE) | Purchase | Spouse | $1,001 - $15,000 | 07448275 | |
| 432 | 2014-04-23 | GS | The Goldman Sachs Group, Inc. (NYSE) | Sale (Partial) | Spouse | $1,001 - $15,000 | 72d3d607 | |
| 433 | 2014-04-23 | AXP | American Express Company (NYSE) | Purchase | Spouse | $1,001 - $15,000 | 72d3d607 | |
| 434 | 2014-04-22 | BAC | Bank of America Corporation (NYSE) | Sale (Partial) | Spouse | $1,001 - $15,000 | 07448275 | |
| 435 | 2014-04-22 | COP | ConocoPhillips (NYSE) | Purchase | Spouse | $1,001 - $15,000 | 07448275 | |
| 436 | 2014-04-22 | BAC | Bank of America Corporation (NYSE) | Sale (Partial) | Spouse | $1,001 - $15,000 | 72d3d607 | |
| 437 | 2014-04-22 | COP | ConocoPhillips (NYSE) | Purchase | Spouse | $1,001 - $15,000 | 72d3d607 | |
| 438 | 2014-04-21 | SCHW | The Charles Schwab Corporation (NYSE) | Purchase | Spouse | $1,001 - $15,000 | 07448275 | |
| 439 | 2014-04-21 | SCHW | The Charles Schwab Corporation (NYSE) | Purchase | Spouse | $1,001 - $15,000 | 72d3d607 | |
| 440 | 2014-04-17 | COP | ConocoPhillips (NYSE) | Purchase | Spouse | $1,001 - $15,000 | 07448275 | |
| 441 | 2014-04-17 | COP | ConocoPhillips (NYSE) | Purchase | Spouse | $1,001 - $15,000 | 72d3d607 | |
| 442 | 2014-04-15 | AJG | Arthur J Gallagher & Co. (NYSE) | Purchase | Spouse | $1,001 - $15,000 | 07448275 | |
| 443 | 2014-04-15 | AJG | Arthur J Gallagher & Co. (NYSE) | Purchase | Spouse | $1,001 - $15,000 | 72d3d607 | |
| 444 | 2014-04-14 | GILD | Gilead Sciences Inc. (NASDAQ) | Sale (Partial) | Spouse | $1,001 - $15,000 | 07448275 | |
| 445 | 2014-04-14 | GILD | Gilead Sciences Inc. (NASDAQ) | Sale (Partial) | Spouse | $1,001 - $15,000 | 72d3d607 | |
| 446 | 2014-04-11 | DAL | Delta Air Lines Inc. (NYSE) | Purchase | Spouse | $1,001 - $15,000 | 07448275 | |
| 447 | 2014-04-11 | DAL | Delta Air Lines Inc. (NYSE) | Purchase | Spouse | $1,001 - $15,000 | 72d3d607 | |
| 448 | 2014-04-10 | FOXA | Twenty-First Century Fox, Inc. (NASDAQ) | Sale (Partial) | Spouse | $1,001 - $15,000 | 07448275 | |
| 449 | 2014-04-10 | LOW | Lowe's Companies Inc. (NYSE) | Sale (Partial) | Spouse | $1,001 - $15,000 | 07448275 | |
| 450 | 2014-04-10 | LBTYK | Liberty Global plc (NASDAQ) | Sale (Partial) | Spouse | $1,001 - $15,000 | 07448275 | |
| 451 | 2014-04-10 | LBTYA | Liberty Global plc (NASDAQ) | Sale (Partial) | Spouse | $1,001 - $15,000 | 07448275 | |
| 452 | 2014-04-10 | GOOG | Google Inc. (NASDAQ) | Sale (Partial) | Spouse | $1,001 - $15,000 | 07448275 | |
| 453 | 2014-04-10 | DAL | Delta Air Lines Inc. (NYSE) | Purchase | Spouse | $1,001 - $15,000 | 07448275 | |
| 454 | 2014-04-10 | FOXA | Twenty-First Century Fox, Inc. (NASDAQ) | Sale (Partial) | Spouse | $1,001 - $15,000 | 72d3d607 | |
| 455 | 2014-04-10 | LOW | Lowe's Companies Inc. (NYSE) | Sale (Partial) | Spouse | $1,001 - $15,000 | 72d3d607 | |
| 456 | 2014-04-10 | LBTYK | Liberty Global plc (NASDAQ) | Sale (Partial) | Spouse | $1,001 - $15,000 | 72d3d607 | |
| 457 | 2014-04-10 | LBTYA | Liberty Global plc (NASDAQ) | Sale (Partial) | Spouse | $1,001 - $15,000 | 72d3d607 | |
| 458 | 2014-04-10 | GOOG | Google Inc. (NASDAQ) | Sale (Partial) | Spouse | $1,001 - $15,000 | 72d3d607 | |
| 459 | 2014-04-10 | DAL | Delta Air Lines Inc. (NYSE) | Purchase | Spouse | $1,001 - $15,000 | 72d3d607 | |
| 460 | 2014-04-09 | AMZN | Amazon.com Inc. (NASDAQ) | Sale (Partial) | Spouse | $1,001 - $15,000 | 072982d0 | |
| 461 | 2014-04-09 | FB | Facebook, Inc. (NASDAQ) | Sale (Partial) | Spouse | $1,001 - $15,000 | 072982d0 | |
| 462 | 2014-04-08 | CAT | Caterpillar Inc. (NYSE) | Sale (Partial) | Spouse | $1,001 - $15,000 | 072982d0 | |
| 463 | 2014-04-07 | M | Macy's, Inc. (NYSE) | Purchase | Spouse | $1,001 - $15,000 | 072982d0 | |
| 464 | 2014-04-07 | HON | Honeywell International Inc. (NYSE) | Purchase | Spouse | $1,001 - $15,000 | 072982d0 | |
| 465 | 2014-04-04 | RHHBY | Roche Holding AG (OTC Markets) | Purchase | Spouse | $1,001 - $15,000 | 7979b93e | |
| 466 | 2014-04-03 | CRM | Salesforce.com, Inc (NYSE) | Sale (Partial) | Spouse | $1,001 - $15,000 | 7979b93e | |
| 467 | 2014-04-03 | CELG | Celgene Corporation (NASDAQ) | Sale (Partial) | Spouse | $1,001 - $15,000 | 7979b93e | |
| 468 | 2014-04-03 | MSFT | Microsoft Corporation (NASDAQ) | Purchase | Spouse | $1,001 - $15,000 | 7979b93e | |
| 469 | 2014-04-03 | M | Macy's, Inc. (NYSE) | Purchase | Spouse | $1,001 - $15,000 | 7979b93e | |
| 470 | 2014-04-03 | UTX | United Technologies Corp. (NYSE) | Purchase | Spouse | $1,001 - $15,000 | 7979b93e | |
| 471 | 2014-04-03 | GM | General Motors Company (NYSE) | Sale (Partial) | Spouse | $1,001 - $15,000 | 7979b93e | |
| 472 | 2014-04-03 | CELG | Celgene Corporation (NASDAQ) | Sale (Partial) | Spouse | $1,001 - $15,000 | 7979b93e | |
| 473 | 2014-04-03 | RHT | Red Hat, Inc. (NYSE) | Sale (Partial) | Spouse | $1,001 - $15,000 | 7979b93e | |
| 474 | 2014-04-03 | CRM | Salesforce.com, Inc (NYSE) | Sale (Partial) | Spouse | $1,001 - $15,000 | 7979b93e | |
| 475 | 2014-04-02 | C | Citigroup Inc. (NYSE) | Sale (Partial) | Spouse | $1,001 - $15,000 | 54522c7e | |
| 476 | 2014-03-31 | ACE | ACE Limited (NYSE) | Sale (Partial) | Spouse | $1,001 - $15,000 | 54522c7e | |
| 477 | 2014-03-31 | DAL | Delta Air Lines Inc. (NYSE) | Purchase | Spouse | $1,001 - $15,000 | 54522c7e | |
| 478 | 2014-03-28 | WIN | Windstream Holdings, Inc. (NASDAQ) | Sale (Partial) | Spouse | $1,001 - $15,000 | 54522c7e | |
| 479 | 2014-03-28 | DAL | Delta Air Lines Inc. (NYSE) | Purchase | Spouse | $1,001 - $15,000 | 54522c7e | |
| 480 | 2014-03-27 | M | Macy's, Inc. (NYSE) | Purchase | Spouse | $1,001 - $15,000 | 07b76e11 | |
| 481 | 2014-03-27 | MSFT | Microsoft Corporation (NASDAQ) | Purchase | Spouse | $1,001 - $15,000 | 07b76e11 | |
| 482 | 2014-03-27 | BIIB | Biogen Idec Inc. (NASDAQ) | Sale (Partial) | Spouse | $1,001 - $15,000 | 07b76e11 | |
| 483 | 2014-03-27 | CELG | Celgene Corporation (NASDAQ) | Sale (Partial) | Spouse | $1,001 - $15,000 | 07b76e11 | |
| 484 | 2014-03-19 | BA | The Boeing Company (NYSE) | Purchase | Spouse | $1,001 - $15,000 | fa1f4bdc | |
| 485 | 2014-03-19 | CRM | Salesforce.com, Inc (NYSE) | Sale (Partial) | Spouse | $1,001 - $15,000 | fa1f4bdc | |
| 486 | 2014-03-18 | AIG | American International Group, Inc. (NYSE) | Sale (Partial) | Spouse | $1,001 - $15,000 | fa1f4bdc | |
| 487 | 2014-03-14 | AEP | American Electric Power Co., Inc. (NYSE) | Sale (Partial) | Spouse | $1,001 - $15,000 | fa1f4bdc | |
| 488 | 2014-03-12 | NWL | Newell Rubbermaid Inc. (NYSE) | Sale (Partial) | Spouse | $1,001 - $15,000 | 06d6db62 | |
| 489 | 2014-03-12 | NWL | Newell Rubbermaid Inc. (NYSE) | Sale (Partial) | Spouse | $1,001 - $15,000 | a35d7400 | |
| 490 | 2014-03-12 | NWL | Newell Rubbermaid Inc. (NYSE) | Sale (Partial) | Spouse | $1,001 - $15,000 | c1b6d1af | |
| 491 | 2014-03-11 | ACE | ACE Limited (NYSE) | Sale (Partial) | Spouse | $1,001 - $15,000 | 06d6db62 | |
| 492 | 2014-03-11 | VRX | Valeant Pharmaceuticals International, Inc. (NYSE) | Purchase | Spouse | $1,001 - $15,000 | 06d6db62 | |
| 493 | 2014-03-11 | ACE | ACE Limited (NYSE) | Sale (Partial) | Spouse | $1,001 - $15,000 | a35d7400 | |
| 494 | 2014-03-11 | VRX | Valeant Pharmaceuticals International, Inc. (NYSE) | Purchase | Spouse | $1,001 - $15,000 | a35d7400 | |
| 495 | 2014-03-11 | ACE | ACE Limited (NYSE) | Sale (Partial) | Spouse | $1,001 - $15,000 | c1b6d1af | |
| 496 | 2014-03-11 | VRX | Valeant Pharmaceuticals International, Inc. (NYSE) | Purchase | Spouse | $1,001 - $15,000 | c1b6d1af | |
| 497 | 2014-03-10 | XTXI | Crosstex Energy, Inc. (NASDAQ) | Sale (Full) | Spouse | $1,001 - $15,000 | 06d6db62 | |
| 498 | 2014-03-10 | XTXI | Crosstex Energy, Inc. (NASDAQ) | Sale (Full) | Spouse | $1,001 - $15,000 | a35d7400 | |
| 499 | 2014-03-07 | FB | Facebook, Inc. (NASDAQ) | Purchase | Spouse | $1,001 - $15,000 | 06d6db62 | |
| 500 | 2014-03-07 | SLB | Schlumberger Limited (NYSE) | Purchase | Spouse | $1,001 - $15,000 | 06d6db62 | |
| 501 | 2014-03-07 | GE | General Electric Company (NYSE) | Sale (Partial) | Spouse | $1,001 - $15,000 | 06d6db62 | |
| 502 | 2014-03-07 | FB | Facebook, Inc. (NASDAQ) | Purchase | Spouse | $1,001 - $15,000 | a35d7400 | |
| 503 | 2014-03-07 | SLB | Schlumberger Limited (NYSE) | Purchase | Spouse | $1,001 - $15,000 | a35d7400 | |
| 504 | 2014-03-07 | GE | General Electric Company (NYSE) | Sale (Partial) | Spouse | $1,001 - $15,000 | a35d7400 | |
| 505 | 2014-03-07 | FB | Facebook, Inc. (NASDAQ) | Purchase | Spouse | $1,001 - $15,000 | c1b6d1af | |
| 506 | 2014-03-07 | SLB | Schlumberger Limited (NYSE) | Purchase | Spouse | $1,001 - $15,000 | c1b6d1af | |
| 507 | 2014-03-07 | GE | General Electric Company (NYSE) | Sale (Partial) | Spouse | $1,001 - $15,000 | c1b6d1af | |
| 508 | 2014-03-04 | LBTYK | Liberty Global plc (NASDAQ) | Exchange | Spouse | $1,001 - $15,000 | 06d6db62 | |
| 509 | 2014-03-04 | RHT | Red Hat, Inc. (NYSE) | Purchase | Spouse | $1,001 - $15,000 | 06d6db62 | |
| 510 | 2014-03-04 | RHT | Red Hat, Inc. (NYSE) | Purchase | Spouse | $1,001 - $15,000 | a35d7400 | |
| 511 | 2014-03-04 | RHT | Red Hat, Inc. (NYSE) | Purchase | Spouse | $1,001 - $15,000 | c1b6d1af | |
| 512 | 2014-02-26 | ESRX | Express Scripts Holding Company (NASDAQ) | Sale (Partial) | Spouse | $1,001 - $15,000 | d4fd134d | |
| 513 | 2014-02-26 | RHT | Red Hat, Inc. (NYSE) | Purchase | Spouse | $1,001 - $15,000 | d4fd134d | |
| 514 | 2014-02-26 | MCK | McKesson Corporation (NYSE) | Purchase | Spouse | $1,001 - $15,000 | d4fd134d | |
| 515 | 2014-02-20 | AIG | American International Group, Inc. (NYSE) | Sale (Partial) | Spouse | $1,001 - $15,000 | ef3fe87c | |
| 516 | 2014-02-19 | FB | Facebook, Inc. (NASDAQ) | Purchase | Spouse | $1,001 - $15,000 | ef3fe87c | |
| 517 | 2014-02-13 | MCK | McKesson Corporation (NYSE) | Purchase | Spouse | $1,001 - $15,000 | ef3fe87c | |
| 518 | 2014-02-12 | LNKD | LinkedIn Corporation (NYSE) | Sale (Partial) | Spouse | $1,001 - $15,000 | 9c9b6ab2 | |
| 519 | 2014-02-11 | NWSA | News Corporation (NASDAQ) | Sale (Partial) | Spouse | $1,001 - $15,000 | 9c9b6ab2 | |
| 520 | 2014-02-11 | CRM | Salesforce.com, Inc (NYSE) | Purchase | Spouse | $1,001 - $15,000 | 9c9b6ab2 | |
| 521 | 2014-02-07 | BA | The Boeing Company (NYSE) | Sale (Partial) | Spouse | $1,001 - $15,000 | 8225a609 | |
| 522 | 2014-02-06 | CVX | Chevron Corporation (NYSE) | Sale (Partial) | Spouse | $1,001 - $15,000 | 8225a609 | |
| 523 | 2014-02-06 | MCK | McKesson Corporation (NYSE) | Purchase | Spouse | $1,001 - $15,000 | 8225a609 | |
| 524 | 2014-02-06 | MSFT | Microsoft Corporation (NASDAQ) | Purchase | Spouse | $1,001 - $15,000 | 8225a609 | |
| 525 | 2014-02-06 | HON | Honeywell International Inc. (NYSE) | Purchase | Spouse | $1,001 - $15,000 | 8225a609 | |
| 526 | 2014-02-06 | CMCSA | Comcast Corporation (NASDAQ) | Purchase | Spouse | $1,001 - $15,000 | 8225a609 | |
| 527 | 2014-02-04 | BA | The Boeing Company (NYSE) | Sale (Partial) | Spouse | $1,001 - $15,000 | 8225a609 | |
| 528 | 2014-02-04 | FB | Facebook, Inc. (NASDAQ) | Purchase | Spouse | $1,001 - $15,000 | 8225a609 | |
| 529 | 2014-02-04 | CP | Canadian Pacific Railway Limited (NYSE) | Purchase | Spouse | $1,001 - $15,000 | 8225a609 | |
| 530 | 2014-01-31 | GE | General Electric Company (NYSE) | Sale (Partial) | Spouse | $1,001 - $15,000 | 8225a609 | |
| 531 | 2014-01-30 | REGN | Regeneron Pharmaceuticals, Inc. (NASDAQ) | Sale (Partial) | Spouse | $1,001 - $15,000 | 6aff1c56 | |
| 532 | 2014-01-30 | CELG | Celgene Corporation (NASDAQ) | Sale (Partial) | Spouse | $1,001 - $15,000 | 6aff1c56 | |
| 533 | 2014-01-30 | GM | General Motors Company (NYSE) | Sale (Partial) | Spouse | $1,001 - $15,000 | 6aff1c56 | |
| 534 | 2014-01-30 | MSFT | Microsoft Corporation (NASDAQ) | Purchase | Spouse | $1,001 - $15,000 | 6aff1c56 | |
| 535 | 2014-01-30 | HON | Honeywell International Inc. (NYSE) | Purchase | Spouse | $1,001 - $15,000 | 6aff1c56 | |
| 536 | 2014-01-30 | CVS | CVS Caremark Corporation (NYSE) | Purchase | Spouse | $1,001 - $15,000 | 6aff1c56 | |
| 537 | 2014-01-29 | MSFT | Microsoft Corporation (NASDAQ) | Purchase | Spouse | $1,001 - $15,000 | 52ba7b0b | |
| 538 | 2014-01-29 | C | Citigroup, Inc. (NYSE) | Sale (Partial) | Spouse | $1,001 - $15,000 | 52ba7b0b | |
| 539 | 2014-01-29 | C | Citigroup, Inc. (NYSE) | Sale (Partial) | Spouse | $1,001 - $15,000 | 52ba7b0b | |
| 540 | 2014-01-29 | MSFT | Microsoft Corporation (NASDAQ) | Purchase | Spouse | $1,001 - $15,000 | 683c23b4 | |
| 541 | 2014-01-29 | C | Citigroup, Inc. (NYSE) | Sale (Partial) | Spouse | $1,001 - $15,000 | 683c23b4 | |
| 542 | 2014-01-29 | C | Citigroup, Inc. (NYSE) | Sale (Partial) | Spouse | $1,001 - $15,000 | 683c23b4 | |
| 543 | 2014-01-28 | EBAY | eBay Inc. (NASDAQ) | Sale (Partial) | Spouse | $1,001 - $15,000 | 52ba7b0b | |
| 544 | 2014-01-28 | EBAY | eBay Inc. (NASDAQ) | Sale (Partial) | Spouse | $1,001 - $15,000 | 683c23b4 | |
| 545 | 2014-01-24 | FB | Facebook, Inc. (NASDAQ) | Purchase | Spouse | $1,001 - $15,000 | 52ba7b0b | |
| 546 | 2014-01-24 | CRM | Salesforce.com, Inc (NYSE) | Purchase | Spouse | $1,001 - $15,000 | 52ba7b0b | |
| 547 | 2014-01-24 | GE | General Electric Company (NYSE) | Sale (Partial) | Spouse | $1,001 - $15,000 | 52ba7b0b | |
| 548 | 2014-01-24 | FB | Facebook, Inc. (NASDAQ) | Purchase | Spouse | $1,001 - $15,000 | 683c23b4 | |
| 549 | 2014-01-24 | CRM | Salesforce.com, Inc (NYSE) | Purchase | Spouse | $1,001 - $15,000 | 683c23b4 | |
| 550 | 2014-01-24 | GE | General Electric Company (NYSE) | Sale (Partial) | Spouse | $1,001 - $15,000 | 683c23b4 | |
| 551 | 2014-01-15 | CVX | Chevron Corporation (NYSE) | Sale (Partial) | Spouse | $1,001 - $15,000 | 683c23b4 | |
| 552 | 2014-01-13 | — | Minnesota St. Rate/Coupon: 5% Matures: 05/01/2016 | Purchase | Spouse | $15,001 - $50,000 | 683c23b4 | |
| 553 | 2014-01-07 | VZ | Verizon Communications Inc. (NYSE) | Sale (Full) | Spouse | $1,001 - $15,000 | 683c23b4 | |
