Every trade Dean Phillips (MN03) has disclosed in Periodic Transaction Reports to the House Clerk, including spouse and dependent-child accounts. Most traded: ETN, WFC, ACN, T, ABT, HON, HDS, CMCSA.
Free account. We read the filing the hour it's posted.
| Filed | Traded | Asset | Type | Amount | Owner | Delay |
|---|---|---|---|---|---|---|
| Aug 1, 2024 | Jul 2, 2024 | Outsell, Inc. | sale | $1,001 - $15,000 | self | 30d |
| Aug 1, 2024 | Jun 27, 2024 | Outsell, Inc. | partial sale | $1,000,001 - $5,000,000 | self | 35d |
| Jun 20, 2024 | May 21, 2024 | Arcadia Medal Investors, LP | purchase | $500,001 - $1,000,000 | self | 30d |
| Aug 13, 2022 | Jan 5, 2021 | ABT | purchase | $1,001 - $15,000 | self | 585d |
| Sep 23, 2021 | Sep 1, 2021 | Capital One Financial Co Var Rt f e d c 12/01/2165 dtd 05/14/2015 $50, | sale | $15,001 - g | self | 22d |
| Aug 13, 2021 | Jul 21, 2021 | AZN | exchange | $1,001 - $15,000 d | self | 23d |
| Aug 13, 2021 | Jul 21, 2021 | Alexion Pharmaceuticals, Inc. d e f g (AlXN) | sale | $1,001 - $15,000 c | self | 23d |
| Aug 13, 2021 | Jul 1, 2021 | Phoenix AZ Ref unlimited Tax 4% e f g c 07/01/2021 dtd 06/24/2014 [gS] | sale | $15,001 - d | self | 43d |
| Aug 13, 2021 | Jul 1, 2021 | Honolulu City & Cnty HI Wstwtr d e f g Sys Rev 5% A Jul 01 2025 Dtd [g | sale | $15,001 - c | self | 43d |
| Jul 14, 2021 | Jun 15, 2021 | Metlife, Inc Var Rt 12/15/2165 dtd f e c d 06/01/2015 $100,000 | sale | $50,001 - g | self | 29d |
| Jun 8, 2021 | May 17, 2021 | Digital Realty Trust Inc PFD f e d c | sale | $1,001 - $15,000 g | self | 22d |
| Jun 8, 2021 | May 3, 2021 | MO St Hwys & Trnst Ref-1st lien- g e d f Ser A 5% 05/01/2021 dtd $50,0 | sale | $15,001 - c | self | 36d |
| May 12, 2021 | Apr 15, 2021 | VAR | sale | $1,001 - $15,000 f | self | 27d |
| May 12, 2021 | Apr 15, 2021 | u.S. Bancorp Var Rt 01/15/2166 e f g c dtd 11/23/2015 $50,000 | sale | $15,001 - d | self | 27d |
| May 12, 2021 | Apr 15, 2021 | Morgan Stanley Rt 07/15/2165 dtd d e f g 03/19/2015 $500,000 | sale | $250,001 - c | self | 27d |
| Apr 7, 2021 | Mar 15, 2021 | Wachovia Cap Trust III Var Rt Mar d e f g 15 2166 dtd 2/1/2006 $500,00 | sale | $250,001 - c | self | 23d |
| Apr 7, 2021 | Mar 15, 2021 | State Street Corp Var Rt d f c e 09/15/2165 dtd 05/21/2015 | partial sale | $1,001 - $15,000 g | self | 23d |
| Apr 7, 2021 | Mar 1, 2021 | Raleigh NC Comb Enterprise Sys g f e d Rev 5% Mar 01 2021 dtd $50,000 | sale | $15,001 - c | self | 37d |
| Mar 9, 2021 | Feb 19, 2021 | Citigroup Inc. Var Rt Perp Mat dtd c d g f 11/13/2015 | sale | $1,001 - $15,000 e | self | 18d |
| Mar 9, 2021 | Feb 19, 2021 | Citigroup Inc. Var Rt Perp Mat dtd d e f g 02/18/2021 | purchase | $1,001 - $15,000 c | self | 18d |
| Mar 9, 2021 | Feb 16, 2021 | Citigroup Inc. Var Rt Perp Mat dtd c d f g 11/13/2015 | partial sale | $1,001 - $15,000 e | self | 21d |
| Mar 9, 2021 | Feb 10, 2021 | Citigroup Inc. Var Rt Perp Mat dtd d e f g 02/18/2021 | purchase | $1,001 - $15,000 c | self | 27d |
| Mar 9, 2021 | Feb 5, 2021 | goldman Sachs group Inc. Var Rt b c d e g Perp Mat dtd 04/23/2015 $500 | sale | $250,001 - f | self | 32d |
| Feb 13, 2021 | Jan 26, 2021 | uS Bancorp VAR RT Perp Mat dtd d e c f 11/23/2015 | partial sale | $1,001 - $15,000 g | self | 18d |
| Feb 13, 2021 | Jan 26, 2021 | SVB Financial group Var RT Perp f e d c Mat dtd 02/02/2021 | purchase | $1,001 - $15,000 g | self | 18d |
| Feb 13, 2021 | Jan 25, 2021 | HON | partial sale | $1,001 - $15,000 e | self | 19d |
| Feb 13, 2021 | Jan 21, 2021 | PCAR | partial sale | $1,001 - $15,000 g | self | 23d |
| Feb 13, 2021 | Jan 19, 2021 | Wells Fargo & CO Var RT Perp Mat f e d c dtd 01/26/2021 $50,000 | purchase | $15,001 - g | self | 25d |
| Feb 13, 2021 | Jan 19, 2021 | goldman Sachs group Inc. Var Rt d e c f Perp Mat dtd 04/23/2015 | sale | $1,001 - $15,000 g | self | 25d |
| Feb 13, 2021 | Jan 12, 2021 | FMS | purchase | $1,001 - $15,000 f | self | 32d |
| Feb 13, 2021 | Jan 12, 2021 | Booking Holdings Inc. (BKNg) b c d e g | partial sale | $1,001 - $15,000 f | self | 32d |
| Feb 13, 2021 | Jan 12, 2021 | ACN | sale | $1,001 - $15,000 e | self | 32d |
| Feb 13, 2021 | Jan 11, 2021 | FMS | purchase | $1,001 - $15,000 c | self | 33d |
| Feb 13, 2021 | Jan 11, 2021 | CB | partial sale | $1,001 - $15,000 f | self | 33d |
| Feb 13, 2021 | Jan 11, 2021 | ACN | partial sale | $1,001 - $15,000 f | self | 33d |
| Feb 13, 2021 | Jan 8, 2021 | WI St Transportation Rev Ref-Ser d e f g 2; 5.0%; Due 07/01/2026 [gS] | purchase | $15,001 - c | self | 36d |
| Feb 13, 2021 | Jan 8, 2021 | CB | partial sale | $1,001 - $15,000 d | self | 36d |
| Feb 13, 2021 | Jan 8, 2021 | Arch Capital group ltd. (ACgl) e f g c | purchase | $1,001 - $15,000 d | self | 36d |
| Feb 13, 2021 | Jan 8, 2021 | ACN | partial sale | $1,001 - $15,000 b | self | 36d |
| Feb 13, 2021 | Jan 7, 2021 | TIF | sale | $1,001 - $15,000 g | self | 37d |
| Feb 13, 2021 | Jan 7, 2021 | ACN | partial sale | $1,001 - $15,000 b | self | 37d |
| Feb 13, 2021 | Jan 5, 2021 | Tesla, Inc. (TSlA) d e f g | purchase | $1,001 - $15,000 c | self | 39d |
| Feb 13, 2021 | Jan 5, 2021 | IRM | purchase | $1,001 - $15,000 f | self | 39d |
| Feb 13, 2021 | Jan 5, 2021 | ES | purchase | $1,001 - $15,000 e | self | 39d |
| Feb 13, 2021 | Jan 5, 2021 | Equitable Holdings Inc. c e f g | purchase | $1,001 - $15,000 d | self | 39d |
| Feb 13, 2021 | Jan 5, 2021 | DTE | sale | $1,001 - $15,000 f | self | 39d |
| Feb 13, 2021 | Jan 5, 2021 | T | partial sale | $1,001 - $15,000 e | self | 39d |
| Feb 13, 2021 | Jan 5, 2021 | American Airlines group, Inc. g d c e (AAl) | partial sale | $1,001 - $15,000 f | self | 39d |
| Feb 13, 2021 | Jan 5, 2021 | Alexion Pharmaceuticals, Inc. d e f g (AlXN) | purchase | $1,001 - $15,000 c | self | 39d |
| Feb 13, 2021 | Jan 5, 2021 | ABT | purchase | $1,001 - $15,000 c | self | 39d |
| Feb 13, 2021 | Jan 5, 2021 | ABT | purchase | $1,001 - $15,000 c | self | 39d |
| Jan 9, 2021 | Dec 31, 2020 | Selective Insurance group c d f g | partial sale | $1,001 - $15,000 e | self | 9d |
| Jan 9, 2021 | Dec 29, 2020 | First Citizens bancshare PFD e d f c | partial sale | $1,001 - $15,000 g | self | 11d |
| Jan 9, 2021 | Dec 24, 2020 | Fifth Third bancorp 09/30/2165 c d e f DTD 06/05/2014 | sale | $1,001 - $15,000 g | self | 16d |
| Jan 9, 2021 | Dec 22, 2020 | HDS | sale | $1,001 - $15,000 f | self | 18d |
| Jan 9, 2021 | Dec 21, 2020 | HDS | partial sale | $1,001 - $15,000 g | self | 19d |
| Jan 9, 2021 | Dec 18, 2020 | VRTX | purchase | $1,001 - $15,000 g | self | 22d |
| Jan 9, 2021 | Dec 18, 2020 | Transdigm group Incorporated c d e f g Transdigm group Inc. (TDg) | partial sale | $1,001 - $15,000 b | self | 22d |
| Jan 9, 2021 | Dec 18, 2020 | Tesla, Inc. (TSlA) d e f g $100,000 | purchase | $50,001 - c | self | 22d |
| Jan 9, 2021 | Dec 18, 2020 | Simon Property group, Inc. (SPg) c g f d | purchase | $1,001 - $15,000 e | self | 22d |
| Jan 9, 2021 | Dec 18, 2020 | SbA Communications Corporation c d e g - Class A (SbAC) | sale | $1,001 - $15,000 f | self | 22d |
| Jan 9, 2021 | Dec 18, 2020 | CRM | partial sale | $15,001 - e | self | 22d |
| Jan 9, 2021 | Dec 18, 2020 | NI | sale | $1,001 - $15,000 d | self | 22d |
| Jan 9, 2021 | Dec 18, 2020 | JKHY | sale | $1,001 - $15,000 f | self | 22d |
| Jan 9, 2021 | Dec 18, 2020 | INTC | purchase | $1,001 - $15,000 g | self | 22d |
| Jan 9, 2021 | Dec 18, 2020 | HDS | partial sale | $1,001 - $15,000 g | self | 22d |
| Jan 9, 2021 | Dec 18, 2020 | gilead Sciences, Inc. (gIlD) e f g c | partial sale | $1,001 - $15,000 d | self | 22d |
| Jan 9, 2021 | Dec 18, 2020 | Fifth Third bancorp 09/30/2165 f e d c DTD 06/05/2014 | partial sale | $1,001 - $15,000 g | self | 22d |
| Jan 9, 2021 | Dec 18, 2020 | EQIX | partial sale | $1,001 - $15,000 e | self | 22d |
| Jan 9, 2021 | Dec 18, 2020 | Dollar Tree, Inc. (DlTR) e d c g | purchase | $1,001 - $15,000 f | self | 22d |
| Jan 9, 2021 | Dec 18, 2020 | Digital Realty Trust, Inc. (DlR) c d e g | sale | $1,001 - $15,000 f | self | 22d |
| Jan 9, 2021 | Dec 18, 2020 | ED | partial sale | $1,001 - $15,000 f | self | 22d |
| Jan 9, 2021 | Dec 18, 2020 | Clorox Company (ClX) g f e c | sale | $1,001 - $15,000 d | self | 22d |
| Jan 9, 2021 | Dec 18, 2020 | CTXS | partial sale | $1,001 - $15,000 g | self | 22d |
| Jan 9, 2021 | Dec 18, 2020 | Citizens Financial group, Inc. c b d f g (CFg) | partial sale | $1,001 - $15,000 e | self | 22d |
| Jan 9, 2021 | Dec 18, 2020 | CSCO | purchase | $1,001 - $15,000 c | self | 22d |
| Jan 9, 2021 | Dec 18, 2020 | boston Scientific Corporation f e d c (bSX) | partial sale | $1,001 - $15,000 g | self | 22d |
| Jan 9, 2021 | Dec 18, 2020 | baxter International Inc. (bAX) e f g c | partial sale | $1,001 - $15,000 d | self | 22d |
| Jan 9, 2021 | Dec 18, 2020 | T | partial sale | $1,001 - $15,000 c | self | 22d |
| Jan 9, 2021 | Dec 18, 2020 | ARNC | partial sale | $1,001 - $15,000 e | self | 22d |
| Jan 9, 2021 | Dec 18, 2020 | American Airlines group, Inc. d e f g (AAl) | purchase | $1,001 - $15,000 c | self | 22d |
| Jan 9, 2021 | Dec 18, 2020 | AKAM | sale | $1,001 - $15,000 c | self | 22d |
| Jan 9, 2021 | Dec 17, 2020 | HDS | partial sale | $1,001 - $15,000 f | self | 23d |
| Jan 9, 2021 | Dec 16, 2020 | SNE | purchase | $1,001 - $15,000 g | self | 24d |
| Jan 9, 2021 | Dec 16, 2020 | JPM | purchase | $1,001 - $15,000 g | self | 24d |
| Jan 9, 2021 | Dec 16, 2020 | First Citizens bancshare PFD d e f g | partial sale | $1,001 - $15,000 c | self | 24d |
| Jan 9, 2021 | Dec 16, 2020 | CMCSA | purchase | $1,001 - $15,000 f | self | 24d |
| Jan 9, 2021 | Dec 10, 2020 | MAS | purchase | $1,001 - $15,000 g | self | 30d |
| Jan 9, 2021 | Dec 9, 2020 | MAS | purchase | $1,001 - $15,000 c | self | 31d |
| Jan 9, 2021 | Dec 8, 2020 | Charles Schwab Corp Var Rt Perp g e d c Mat Dtd 12/11/2020 $50,000 | purchase | $15,001 - f | self | 32d |
| Jan 9, 2021 | Dec 7, 2020 | Selective Insurance group e d c g | partial sale | $1,001 - $15,000 f | self | 33d |
| Jan 9, 2021 | Dec 2, 2020 | Selective Insurance group c d e f | purchase | $1,001 - $15,000 g | self | 38d |
| Dec 11, 2020 | Nov 16, 2020 | Micron Technology, Inc. (Mu) g f e d | purchase | $1,001 - $15,000 c | self | 25d |
| Dec 11, 2020 | Nov 16, 2020 | HON | partial sale | $1,001 - $15,000 b | self | 25d |
| Dec 11, 2020 | Nov 16, 2020 | CMCSA | purchase | $1,001 - $15,000 g | self | 25d |
| Dec 11, 2020 | Nov 16, 2020 | booking Holdings Inc. (bKNg) f e d c b | partial sale | $1,001 - $15,000 g | self | 25d |
| Dec 11, 2020 | Nov 16, 2020 | Assurant Inc. PFD d e f g | purchase | $1,001 - $15,000 c | self | 25d |
| Dec 11, 2020 | Nov 3, 2020 | Charles Schwab Corporation PFD f e d c 5.95% | sale | $1,001 - $15,000 g | self | 38d |
| Dec 11, 2020 | Nov 2, 2020 | CMCSA | purchase | $1,001 - $15,000 g | self | 39d |
| Dec 11, 2020 | Nov 2, 2020 | ACN | partial sale | $1,001 - $15,000 b | self | 39d |
| Nov 11, 2020 | Oct 30, 2020 | Micron Technology, Inc. (Mu) d e f g | purchase | $1,001 - $15,000 c | self | 12d |
| Nov 11, 2020 | Oct 27, 2020 | bank of America Corp 4.38% PFD f e c d | purchase | $1,001 - $15,000 g | self | 15d |
| Nov 11, 2020 | Oct 22, 2020 | Charles Schwab Corporation PFD g e d c 5.95% | partial sale | $1,001 - $15,000 f | self | 20d |
| Nov 11, 2020 | Oct 15, 2020 | Charles Schwab Corporation PFD d e f g 5.95% | partial sale | $1,001 - $15,000 c | self | 27d |
| Nov 11, 2020 | Oct 13, 2020 | Metlife, Inc Var Rt 12/15/2165 dtd d e f g 06/01/2015 $250,000 | partial sale | $100,001 - c | self | 29d |
| Nov 11, 2020 | Oct 2, 2020 | Micron Technology, Inc. (Mu) c d e g | purchase | $1,001 - $15,000 f | self | 40d |
| Nov 11, 2020 | Oct 1, 2020 | Micron Technology, Inc. (Mu) f e d c | purchase | $1,001 - $15,000 g | self | 41d |
| Oct 9, 2020 | Sep 23, 2020 | Xilinx, Inc. (XlNX) g f e d | purchase | $1,001 - $15,000 c | self | 16d |
| Oct 9, 2020 | Sep 23, 2020 | WFC | purchase | $1,001 - $15,000 g | self | 16d |
| Oct 9, 2020 | Sep 23, 2020 | VRSN | purchase | $1,001 - $15,000 c | self | 16d |
| Oct 9, 2020 | Sep 23, 2020 | T-Mobile uS, Inc. (TMuS) d e f g | purchase | $1,001 - $15,000 c | self | 16d |
| Oct 9, 2020 | Sep 23, 2020 | NOW | purchase | $1,001 - $15,000 c | self | 16d |
| Oct 9, 2020 | Sep 23, 2020 | SBAC | purchase | $1,001 - $15,000 e | self | 16d |
| Oct 9, 2020 | Sep 23, 2020 | CRM | purchase | $15,001 - f | self | 16d |
| Oct 9, 2020 | Sep 23, 2020 | ROP | purchase | $1,001 - $15,000 f | self | 16d |
| Oct 9, 2020 | Sep 23, 2020 | PM | purchase | $1,001 - $15,000 d | self | 16d |
| Oct 9, 2020 | Sep 23, 2020 | OTIS | purchase | $1,001 - $15,000 e | self | 16d |
| Oct 9, 2020 | Sep 23, 2020 | Netflix, Inc. (NFlX) f e d c | purchase | $1,001 - $15,000 g | self | 16d |
| Oct 9, 2020 | Sep 23, 2020 | MSI | purchase | $1,001 - $15,000 f | self | 16d |
| Oct 9, 2020 | Sep 23, 2020 | Mondelez International, Inc. - d e f g Class A (MDlZ) | purchase | $1,001 - $15,000 c | self | 16d |
| Oct 9, 2020 | Sep 23, 2020 | loews Corporation (l) f e d c | purchase | $1,001 - $15,000 g | self | 16d |
| Oct 9, 2020 | Sep 23, 2020 | JKHY | purchase | $1,001 - $15,000 g | self | 16d |
| Oct 9, 2020 | Sep 23, 2020 | INFO | purchase | $1,001 - $15,000 g | self | 16d |
| Oct 9, 2020 | Sep 23, 2020 | global Payments Inc. (gPN) d e f g | purchase | $1,001 - $15,000 c | self | 16d |
| Oct 9, 2020 | Sep 23, 2020 | gilead Sciences, Inc. (gIlD) c d e f | purchase | $1,001 - $15,000 g | self | 16d |
| Oct 9, 2020 | Sep 23, 2020 | FB | purchase | $1,001 - $15,000 g | self | 16d |
| Oct 9, 2020 | Sep 23, 2020 | Estee lauder Companies, Inc. (El) c d e f | purchase | $1,001 - $15,000 g | self | 16d |
| Oct 9, 2020 | Sep 23, 2020 | EQIX | purchase | $1,001 - $15,000 f | self | 16d |
| Oct 9, 2020 | Sep 23, 2020 | EA | purchase | $1,001 - $15,000 d | self | 16d |
| Oct 9, 2020 | Sep 23, 2020 | Digital Realty Trust, Inc. (DlR) d e c f | purchase | $1,001 - $15,000 g | self | 16d |
| Oct 9, 2020 | Sep 23, 2020 | ED | purchase | $1,001 - $15,000 c | self | 16d |
| Oct 9, 2020 | Sep 23, 2020 | CTSH | purchase | $1,001 - $15,000 e | self | 16d |
| Oct 9, 2020 | Sep 23, 2020 | CME | purchase | $1,001 - $15,000 d | self | 16d |
| Oct 9, 2020 | Sep 23, 2020 | Clorox Company (ClX) e d c g | purchase | $1,001 - $15,000 f | self | 16d |
| Oct 9, 2020 | Sep 23, 2020 | CTXS | purchase | $1,001 - $15,000 c | self | 16d |
| Oct 9, 2020 | Sep 23, 2020 | SCHW | purchase | $1,001 - $15,000 d | self | 16d |
| Oct 9, 2020 | Sep 23, 2020 | CAT | purchase | $1,001 - $15,000 c | self | 16d |
| Oct 9, 2020 | Sep 23, 2020 | BAX | purchase | $1,001 - $15,000 g | self | 16d |
| Oct 9, 2020 | Sep 23, 2020 | ATO | purchase | $1,001 - $15,000 f | self | 16d |
| Oct 9, 2020 | Sep 23, 2020 | T | purchase | $1,001 - $15,000 g | self | 16d |
| Oct 9, 2020 | Sep 23, 2020 | Apple Inc. (AAPl) c d e g | purchase | $1,001 - $15,000 f | self | 16d |
| Oct 9, 2020 | Sep 23, 2020 | AMZN | purchase | $1,001 - $15,000 c | self | 16d |
| Oct 9, 2020 | Sep 23, 2020 | Alphabet Inc. - Class C Capital g f d c Stock (gOOg) | purchase | $1,001 - $15,000 e | self | 16d |
| Oct 9, 2020 | Sep 23, 2020 | Alphabet Inc. - Class A (gOOgl) f e d c | purchase | $1,001 - $15,000 g | self | 16d |
| Oct 9, 2020 | Sep 23, 2020 | AKAM | purchase | $1,001 - $15,000 g | self | 16d |
| Oct 9, 2020 | Sep 23, 2020 | AMD | purchase | $1,001 - $15,000 g | self | 16d |
| Oct 9, 2020 | Sep 23, 2020 | ABT | purchase | $1,001 - $15,000 c | self | 16d |
| Oct 9, 2020 | Sep 23, 2020 | MMM | purchase | $1,001 - $15,000 c | self | 16d |
| Oct 9, 2020 | Sep 17, 2020 | Partnerre Finance B llC VAR RT c d g e 10/01/2050 dtd 09/22/2020 | purchase | $1,001 - $15,000 f | self | 22d |
| Oct 9, 2020 | Sep 8, 2020 | Digital Realty Trust Inc PFD 6.35% d e f g $50,000 | sale | $15,001 - c | self | 31d |
| Oct 9, 2020 | Sep 2, 2020 | WA MD Subn San Dist Ref 5.0%; g f d c 06/01/2025 dtd 12/13/2017 [gS] $ | purchase | $15,001 - e | self | 37d |
| Oct 9, 2020 | Sep 1, 2020 | PA St Higher Edl Facs Auth Rev c d e f Trustees univ PA 5% Sep 01 2026 | sale | $15,001 - g | self | 38d |
| Oct 9, 2020 | Sep 1, 2020 | Dollar Tree, Inc. (DlTR) e f g c | purchase | $1,001 - $15,000 d | self | 38d |
| Oct 9, 2020 | Sep 1, 2020 | ACN | partial sale | $1,001 - $15,000 e | self | 38d |
| Sep 11, 2020 | Aug 31, 2020 | Johnson County KS uNIF Sch Dist g f e c Ref-Ser B, 5.0%; Due 09/01/202 | purchase | $15,001 - d | self | 11d |
| Sep 11, 2020 | Aug 10, 2020 | WDC | partial sale | $1,001 - $15,000 f | self | 32d |
| Sep 11, 2020 | Aug 10, 2020 | WBA | purchase | $1,001 - $15,000 e | self | 32d |
| Sep 11, 2020 | Aug 10, 2020 | under Armour, Inc. Class C (uA) c d e f | purchase | $1,001 - $15,000 g | self | 32d |
| Sep 11, 2020 | Aug 10, 2020 | under Armour, Inc. Class A (uAA) f e d c | purchase | $1,001 - $15,000 g | self | 32d |
| Sep 11, 2020 | Aug 10, 2020 | Transdigm group Incorporated g f e d c Transdigm group Inc. (TDg) | partial sale | $1,001 - $15,000 b | self | 32d |
| Sep 11, 2020 | Aug 10, 2020 | PayPal Holdings, Inc. (PYPl) f e d c b | partial sale | $1,001 - $15,000 g | self | 32d |
| Sep 11, 2020 | Aug 10, 2020 | NTAP | purchase | $1,001 - $15,000 f | self | 32d |
| Sep 11, 2020 | Aug 10, 2020 | TAP | purchase | $1,001 - $15,000 c | self | 32d |
| Sep 11, 2020 | Aug 10, 2020 | HWM | partial sale | $1,001 - $15,000 f | self | 32d |
| Sep 11, 2020 | Aug 10, 2020 | FB | purchase | $1,001 - $15,000 e | self | 32d |
| Sep 11, 2020 | Aug 10, 2020 | DXC | purchase | $1,001 - $15,000 c | self | 32d |
| Sep 11, 2020 | Aug 10, 2020 | DHR | partial sale | $1,001 - $15,000 b | self | 32d |
| Sep 11, 2020 | Aug 10, 2020 | Chipotle Mexican grill, Inc. (CMg) f e d c b | partial sale | $1,001 - $15,000 g | self | 32d |
| Sep 11, 2020 | Aug 10, 2020 | BSX | purchase | $1,001 - $15,000 c | self | 32d |
| Sep 11, 2020 | Aug 10, 2020 | ANET | purchase | $1,001 - $15,000 c | self | 32d |
| Aug 9, 2020 | Jul 30, 2020 | TFC | purchase | $1,001 - $15,000 c | self | 10d |
| Aug 9, 2020 | Jul 21, 2020 | Viacom Inc Var Rt 02/28/2057 dtd g e d f 02/28/2017 | partial sale | $1,001 - $15,000 c | self | 19d |
| Jul 7, 2020 | Jun 29, 2020 | Met gov't Nashville & Davidson d e f g Cnty TN Ref-Ser A unltd Tax $50 | purchase | $15,001 - c | self | 8d |
| Jul 7, 2020 | Jun 17, 2020 | Discover Finl Svs Var Rt Perp Mat f e d c dtd 06/22/2020 | purchase | $1,001 - $15,000 g | self | 20d |
| Jul 7, 2020 | Jun 8, 2020 | Progressive Corporation (PgR) g f c e | purchase | $1,001 - $15,000 d | self | 29d |
| Jul 7, 2020 | Jun 8, 2020 | Koninklijke Philips N.V. NY g e d c Registry Shares (PHg) | purchase | $1,001 - $15,000 f | self | 29d |
| Jul 7, 2020 | Jun 8, 2020 | HON | partial sale | $1,001 - $15,000 b | self | 29d |
| Jul 7, 2020 | Jun 5, 2020 | HON | partial sale | $1,001 - $15,000 g | self | 32d |
| Jul 7, 2020 | Jun 2, 2020 | SNE | purchase | $1,001 - $15,000 f | self | 35d |
| Jul 7, 2020 | Jun 2, 2020 | Columbia MO Sch Dist Ref-Ser b d e f g unltd Tax 5.0%; Due 03/01/2025 | purchase | $15,001 - c | self | 35d |
| Jul 7, 2020 | Jun 1, 2020 | Quest Diagnostics Incorporated g e d c b (DgX) | partial sale | $1,001 - $15,000 f | self | 36d |
| Jul 7, 2020 | Jun 1, 2020 | CMCSA | purchase | $1,001 - $15,000 e | self | 36d |
| Jun 15, 2020 | May 27, 2020 | WFC | sale | $15,001 - f | self | 19d |
| Jun 15, 2020 | May 27, 2020 | Truist Fin Corp Var Rt Perp Mat c d e g dtd 6/01/2020 $50,000 | purchase | $15,001 - f | self | 19d |
| Jun 15, 2020 | May 26, 2020 | SNE | purchase | $1,001 - $15,000 f | self | 20d |
| Jun 15, 2020 | May 21, 2020 | unitedHealth group Incorporated c d e f g Common Stock (uNH) | partial sale | $1,001 - $15,000 b | self | 25d |
| Jun 15, 2020 | May 21, 2020 | Progressive Corporation (PgR) d e f g | purchase | $1,001 - $15,000 c | self | 25d |
| Jun 15, 2020 | May 20, 2020 | unitedHealth group Incorporated b c d e g Common Stock (uNH) | partial sale | $1,001 - $15,000 f | self | 26d |
| Jun 15, 2020 | May 20, 2020 | Progressive Corporation (PgR) g e d c | purchase | $1,001 - $15,000 f | self | 26d |
| Jun 15, 2020 | May 20, 2020 | EXPD | partial sale | $1,001 - $15,000 b | self | 26d |
| Jun 15, 2020 | May 19, 2020 | unitedHealth group Incorporated g f e c b Common Stock (uNH) | partial sale | $1,001 - $15,000 d | self | 27d |
| Jun 15, 2020 | May 19, 2020 | Progressive Corporation (PgR) f e d c | purchase | $1,001 - $15,000 g | self | 27d |
| Jun 15, 2020 | May 18, 2020 | unitedHealth group Incorporated e f g b c Common Stock (uNH) | partial sale | $1,001 - $15,000 d | self | 28d |
| Jun 15, 2020 | May 18, 2020 | unilever PlC (ul) d e g f | purchase | $1,001 - $15,000 c | self | 28d |
| Jun 15, 2020 | May 18, 2020 | Progressive Corporation (PgR) e d c f | purchase | $1,001 - $15,000 g | self | 28d |
| Jun 15, 2020 | May 15, 2020 | unitedHealth group Incorporated c d e f g Common Stock (uNH) | partial sale | $1,001 - $15,000 b | self | 31d |
| Jun 15, 2020 | May 15, 2020 | goldman Sachs group Inc. Var Rt g e d c b Perp Mat dtd 06/17/2019 | sale | $1,001 - $15,000 f | self | 31d |
| Jun 15, 2020 | May 15, 2020 | CMS Energy Corp Var Rt f e d c 06/01/2050 DTD 05/28/2020 | purchase | $1,001 - $15,000 g | self | 31d |
| Jun 15, 2020 | May 13, 2020 | WFC | partial sale | $1,001 - $15,000 c | self | 33d |
| Jun 15, 2020 | May 13, 2020 | VMC | sale | $1,001 - $15,000 d | self | 33d |
| Jun 15, 2020 | May 13, 2020 | VIAC | purchase | $1,001 - $15,000 g | self | 33d |
| Jun 15, 2020 | May 13, 2020 | u.S. Bancorp (uSB) f e d c | partial sale | $1,001 - $15,000 g | self | 33d |
| Jun 15, 2020 | May 13, 2020 | TFC | purchase | $1,001 - $15,000 g | self | 33d |
| Jun 15, 2020 | May 13, 2020 | Regeneron Pharmaceuticals, Inc. g e d c b (REgN) | partial sale | $1,001 - $15,000 f | self | 33d |
| Jun 15, 2020 | May 13, 2020 | PSA | partial sale | $1,001 - $15,000 d | self | 33d |
| Jun 15, 2020 | May 13, 2020 | PM | sale | $1,001 - $15,000 g | self | 33d |
| Jun 15, 2020 | May 13, 2020 | PayPal Holdings, Inc. (PYPl) b c d g f | partial sale | $1,001 - $15,000 e | self | 33d |
| Jun 15, 2020 | May 13, 2020 | NI | partial sale | $1,001 - $15,000 g | self | 33d |
| Jun 15, 2020 | May 13, 2020 | NEM | partial sale | $1,001 - $15,000 g | self | 33d |
| Jun 15, 2020 | May 13, 2020 | TAP | partial sale | $1,001 - $15,000 e | self | 33d |
| Jun 15, 2020 | May 13, 2020 | lyondellBasell Industries NV f e d c Ordinary Shares Class A (lYB) | purchase | $1,001 - $15,000 g | self | 33d |
| Jun 15, 2020 | May 13, 2020 | loews Corporation (l) d e f g | purchase | $1,001 - $15,000 c | self | 33d |
| Jun 15, 2020 | May 13, 2020 | IVZ | sale | $1,001 - $15,000 f | self | 33d |
| Jun 15, 2020 | May 13, 2020 | Hartford Financial Services group, d e f g Inc. (HIg) | partial sale | $1,001 - $15,000 c | self | 33d |
| Jun 15, 2020 | May 13, 2020 | BEN | purchase | $1,001 - $15,000 g | self | 33d |
| Jun 15, 2020 | May 13, 2020 | Flowserve Corporation (FlS) d e f g | purchase | $1,001 - $15,000 c | self | 33d |
| Jun 15, 2020 | May 13, 2020 | FB | purchase | $1,001 - $15,000 f | self | 33d |
| Jun 15, 2020 | May 13, 2020 | EMR | purchase | $1,001 - $15,000 d | self | 33d |
| Jun 15, 2020 | May 13, 2020 | DXC | purchase | $1,001 - $15,000 d | self | 33d |
| Jun 15, 2020 | May 13, 2020 | DTE | purchase | $1,001 - $15,000 d | self | 33d |
| Jun 15, 2020 | May 13, 2020 | DE | partial sale | $1,001 - $15,000 c | self | 33d |
| Jun 15, 2020 | May 13, 2020 | CMA | purchase | $1,001 - $15,000 f | self | 33d |
| Jun 15, 2020 | May 13, 2020 | CNP | purchase | $1,001 - $15,000 g | self | 33d |
| Jun 15, 2020 | May 13, 2020 | CAT | partial sale | $1,001 - $15,000 g | self | 33d |
| Jun 15, 2020 | May 13, 2020 | Ball Corporation (Bll) f e d c | sale | $1,001 - $15,000 g | self | 33d |
| Jun 15, 2020 | May 13, 2020 | T | partial sale | $1,001 - $15,000 c | self | 33d |
| Jun 15, 2020 | May 13, 2020 | American International group, Inc. g f e c New (AIg) | purchase | $1,001 - $15,000 d | self | 33d |
| Jun 15, 2020 | May 13, 2020 | American Airlines group, Inc. g f e c (AAl) | purchase | $1,001 - $15,000 d | self | 33d |
| Jun 15, 2020 | May 13, 2020 | ADS | purchase | $1,001 - $15,000 c | self | 33d |
| Jun 15, 2020 | May 13, 2020 | MMM | purchase | $1,001 - $15,000 g | self | 33d |
| Jun 15, 2020 | May 6, 2020 | Wintrust Financial Corp d e f g | purchase | $1,001 - $15,000 c | self | 40d |
| May 7, 2020 | Apr 27, 2020 | Charles schwab Corp Var Rt Perp g f e d Mat Dtd 04/30/2020 [Cs] $50,00 | purchase | $15,001 - c | self | 10d |
| May 7, 2020 | Apr 22, 2020 | Koninklijke Philips N.V. NY c d e f Registry shares (PHg) [sT] | purchase | $1,001 - $15,000 g | self | 15d |
| May 7, 2020 | Apr 21, 2020 | sony Corporation (sNE) [sT] e d c g | purchase | $1,001 - $15,000 f | self | 16d |
| May 7, 2020 | Apr 20, 2020 | sony Corporation (sNE) [sT] c d f g | purchase | $1,001 - $15,000 e | self | 17d |
| May 7, 2020 | Apr 17, 2020 | sony Corporation (sNE) [sT] c d g e | purchase | $1,001 - $15,000 f | self | 20d |
| May 7, 2020 | Apr 17, 2020 | Dollar Tree, Inc. (DlTR) [sT] c e f g | purchase | $1,001 - $15,000 d | self | 20d |
| May 7, 2020 | Apr 17, 2020 | Comcast Corporation - Class a d e f g (CMCsa) [sT] | purchase | $1,001 - $15,000 c | self | 20d |
| May 7, 2020 | Apr 16, 2020 | unilever PlC (ul) [sT] c d e f | purchase | $1,001 - $15,000 g | self | 21d |
| May 7, 2020 | Apr 16, 2020 | sony Corporation (sNE) [sT] c d e g | purchase | $1,001 - $15,000 f | self | 21d |
| May 7, 2020 | Apr 16, 2020 | lexington Cnty sC Ref-ser a c d f g unlimited Tax 5.0%; Due $50,000 02 | purchase | $15,001 - e | self | 21d |
| May 7, 2020 | Apr 15, 2020 | CB | purchase | $1,001 - $15,000 f | self | 22d |
| May 7, 2020 | Apr 2, 2020 | ZION | purchase | $1,001 - $15,000 c | self | 35d |
| May 7, 2020 | Apr 2, 2020 | Walgreens Boots alliance, Inc. d e f g (WBa) [sT] | purchase | $1,001 - $15,000 c | self | 35d |
| May 7, 2020 | Apr 2, 2020 | VMC | purchase | $1,001 - $15,000 g | self | 35d |
| May 7, 2020 | Apr 2, 2020 | united Rentals, Inc. (uRI) [sT] d c e g | purchase | $1,001 - $15,000 f | self | 35d |
| May 7, 2020 | Apr 2, 2020 | united Parcel service, Inc. (uPs) d e f g [sT] | purchase | $1,001 - $15,000 c | self | 35d |
| May 7, 2020 | Apr 2, 2020 | TWTR | purchase | $1,001 - $15,000 e | self | 35d |
| May 7, 2020 | Apr 2, 2020 | Transdigm group Incorporated c d e f Transdigm group Inc. (TDg) [sT] | purchase | $1,001 - $15,000 g | self | 35d |
| May 7, 2020 | Apr 2, 2020 | TRV | purchase | $1,001 - $15,000 c | self | 35d |
Amounts are the ranges members must report, not exact values. Source: House Clerk Periodic Transaction Reports. Scanned paper filings can't be read automatically and may be missing.
Recent disclosed purchases include ABT, FMS.
On average 31 days after the trade. The STOCK Act allows up to 45 days.
Research on post-2012 trades (NBER, 2025) finds members' portfolios match or trail the market on average. Our 10-year test shows how a copy strategy did.