Thomas R. Carper
D-DE Former senator · Delaware Democrat In Congress since 1983
- 146trades · 3 yrs
- 72buys
- 73sells
- 17dmedian wait
- 0filed late
Thomas R. Carper disclosed 146 trades made since Oct 4, 2023: 72 buys and 73 sales. The most traded name was HDGE (6 trades). 145 of them were a spouse's or joint account's. The latest, made Dec 13, 2024, was filed Jan 2, 2025.
Trades over time
Buys above the line, sells below · bigger dots, bigger ranges · tails run to the filing date
Buys
Sells
Trades
146 trades since Oct 4, 2023 · newest first
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AYAtlantica Yield PlcSell$1K–$15KTraded Dec 13, 2024Filed Jan 2, 2025 20d
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US TREASURY BILLSell$50K–$100KTraded Aug 1, 2024Filed Sep 3, 2024 33d
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US TREASURY BILLSell$15K–$50KTraded Aug 1, 2024Filed Sep 3, 2024 33d
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US TREASURY BILLSell$50K–$100KTraded Aug 1, 2024Filed Sep 3, 2024 33d
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US TREASURY BILLSell$50K–$100KTraded Aug 1, 2024Filed Sep 3, 2024 33d
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UBS CONTINGENT AUTOCALL MET Rate/Coupon: 10.5% Matures: 01/16/2026Sell$15K–$50KTraded Jul 18, 2024Filed Aug 2, 2024 15d
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US TREASURY BILLBuy$50K–$100KTraded Jun 17, 2024Filed Jul 1, 2024 14d
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US TREASURY BILLSell$50K–$100KTraded Jun 13, 2024Filed Jul 1, 2024 18d
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US TREASURY BILLSell$15K–$50KTraded Jun 13, 2024Filed Jul 1, 2024 18d
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US TREASURY BILLSell$100K–$250KTraded Jun 13, 2024Filed Jul 1, 2024 18d
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US TREASURY BILLSell$50K–$100KTraded Jun 13, 2024Filed Jul 1, 2024 18d
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US TREASURY BILLBuy$50K–$100KTraded Jun 12, 2024Filed Jul 1, 2024 19d
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US TREASURY BILLBuy$15K–$50KTraded Jun 12, 2024Filed Jul 1, 2024 19d
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US TREASURY BILLBuy$50K–$100KTraded Jun 12, 2024Filed Jul 1, 2024 19d
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TGTTarget CorpBuy$1K–$15KTraded May 22, 2024Filed Jun 3, 2024 12d
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EFADProshares MSCI EAFE Dividend Growers ETFSell$1K–$15KTraded May 16, 2024Filed Jun 3, 2024 18d
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VEAVanguard FTSE Developed Markets ETFBuy$1K–$15KTraded May 16, 2024Filed Jun 3, 2024 18d
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FDRRFidelity Dividend ETF For Rising RatesSell · part$1K–$15KTraded May 16, 2024Filed Jun 3, 2024 18d
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EFADProshares MSCI EAFE Dividend Growers ETFSell$1K–$15KTraded May 16, 2024Filed Jun 3, 2024 18d
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ICOWPacer Developed Markets International CashBuy$1K–$15KTraded May 16, 2024Filed Jun 3, 2024 18d
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COWZPacer US Cash Cows 100 IndexBuy$1K–$15KTraded May 16, 2024Filed Jun 3, 2024 18d
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VIGVanguard Div Appreciation ETFBuy$1K–$15KTraded May 16, 2024Filed Jun 3, 2024 18d
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PRFInvesco FTSE RAFI US 1000 ETFSell$1K–$15KTraded May 16, 2024Filed Jun 3, 2024 18d
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VEAVanguard FTSE Developed Markets ETFBuy$1K–$15KTraded May 16, 2024Filed Jun 3, 2024 18d
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CALFPacer US Small Cap Cash Cows 100 ETFBuy$1K–$15KTraded May 15, 2024Filed Jun 3, 2024 19d
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SMDVProShares Russell 2000 Dividend Growers ETFSell$1K–$15KTraded May 15, 2024Filed Jun 3, 2024 19d
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MOOVanEck Agribusiness ETFSell$1K–$15KTraded May 14, 2024Filed Jun 3, 2024 20d
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SRVRPacer Benchmark Data & Infrastructure Real EstateBuy$1K–$15KTraded May 14, 2024Filed Jun 3, 2024 20d
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OXYOccidental Petroleum CorpBuy$1K–$15KTraded May 9, 2024Filed Jun 3, 2024 25d
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EMREmerson Electric CompanyBuy$1K–$15KTraded May 9, 2024Filed Jun 3, 2024 25d
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SBUXStarbucks CorpSell$1K–$15KTraded May 9, 2024Filed Jun 3, 2024 25d
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TTETotalEnergies SESell$1K–$15KTraded May 9, 2024Filed Jun 3, 2024 25d
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ATKRAtkore IncSell$1K–$15KTraded May 9, 2024Filed Jun 3, 2024 25d
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US TREASURY BILLSell$50K–$100KTraded May 2, 2024Filed Jun 3, 2024 32d
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US TREASURY BILLBuy$100K–$250KTraded May 2, 2024Filed Jun 3, 2024 32d
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US TREASURY BILLSell$100K–$250KTraded May 2, 2024Filed Jun 3, 2024 32d
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US TREASURY BILLSell$15K–$50KTraded May 2, 2024Filed Jun 3, 2024 32d
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US TREASURY BILLSell$50K–$100KTraded May 2, 2024Filed Jun 3, 2024 32d
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US TREASURY BILLBuy$50K–$100KTraded May 1, 2024Filed Jun 3, 2024 33d
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US TREASURY BILLBuy$15K–$50KTraded May 1, 2024Filed Jun 3, 2024 33d
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US TREASURY BILLBuy$50K–$100KTraded May 1, 2024Filed Jun 3, 2024 33d
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ENBEnbridge IncBuy$1K–$15KTraded Apr 11, 2024Filed Apr 30, 2024 19d
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VLOValero Energy CorpSell · part$1K–$15KTraded Apr 11, 2024Filed Apr 30, 2024 19d
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JPM CONTINGENT AUTOCALL C Rate/Coupon: 10% Matures: 04/01/2024Sell$15K–$50KTraded Apr 1, 2024Filed Apr 30, 2024 29d
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NTRNutrien LtdBuy$1K–$15KTraded Mar 28, 2024Filed Mar 29, 2024 1d
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MOSMosaic CompanySell$1K–$15KTraded Mar 28, 2024Filed Mar 29, 2024 1d
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DDominion Energy IncBuy$1K–$15KTraded Mar 28, 2024Filed Mar 29, 2024 1d
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US TREASURY BILLBuy$15K–$50KTraded Mar 28, 2024Filed Mar 29, 2024 1d
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US TREASURY BILLBuy$1K–$15KTraded Mar 28, 2024Filed Mar 29, 2024 1d
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US TREASURY BILLBuy$1K–$15KTraded Mar 28, 2024Filed Mar 29, 2024 1d
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US TREASURY BILLBuy$50K–$100KTraded Mar 26, 2024Filed Mar 29, 2024 3d
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US TREASURY BILLSell$50K–$100KTraded Mar 26, 2024Filed Mar 29, 2024 3d
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US TREASURY BILLSell$15K–$50KTraded Mar 26, 2024Filed Mar 29, 2024 3d
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US TREASURY BILLSell$15K–$50KTraded Mar 26, 2024Filed Mar 29, 2024 3d
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US TREASURY BILLBuy$15K–$50KTraded Mar 25, 2024Filed Mar 29, 2024 4d
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US TREASURY BILLBuy$15K–$50KTraded Mar 25, 2024Filed Mar 29, 2024 4d
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ALTMArcadium Lithium PlcBuy$1K–$15KTraded Mar 21, 2024Filed Mar 29, 2024 8d
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SOFISofi Technologies IncSell$1K–$15KTraded Mar 21, 2024Filed Mar 29, 2024 8d
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INODInnodata IncSell$1K–$15KTraded Mar 21, 2024Filed Mar 29, 2024 8d
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US TREASURY BILLSell$50K–$100KTraded Mar 19, 2024Filed Mar 29, 2024 10d
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US TREASURY BILLBuy$50K–$100KTraded Mar 19, 2024Filed Mar 29, 2024 10d
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US TREASURY BILLSell$50K–$100KTraded Mar 19, 2024Filed Mar 29, 2024 10d
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US TREASURY BILLBuy$15K–$50KTraded Mar 18, 2024Filed Mar 29, 2024 11d
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RYDER SYSTEM INC Rate/Coupon: 3.65% Matures: 03/18/2024Sell$1K–$15KTraded Mar 18, 2024Filed Mar 29, 2024 11d
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TAMPA ELECTRIC CO Rate/Coupon: 4.9% Matures: 03/01/2029Buy$1K–$15KTraded Mar 15, 2024Filed Mar 29, 2024 14d
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GLDSPDR Gold TrustSell · part$1K–$15KTraded Mar 13, 2024Filed Mar 29, 2024 16d
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CEFSprott Physical Gold & Silver TrustSell · part$1K–$15KTraded Mar 13, 2024Filed Mar 29, 2024 16d
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SQMSociedad Quimica Y Minera S.A. ADRBuy$1K–$15KTraded Mar 13, 2024Filed Mar 29, 2024 16d
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CEFSprott Physical Gold & Silver TrustSell · part$1K–$15KTraded Mar 13, 2024Filed Mar 29, 2024 16d
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CEFSprott Physical Gold & Silver TrustSell · part$1K–$15KTraded Mar 13, 2024Filed Mar 29, 2024 16d
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ETRNEquitrans Midstream CorpSell$1K–$15KTraded Mar 11, 2024Filed Mar 29, 2024 18d
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AAPLApple IncSell · part$1K–$15KTraded Mar 7, 2024Filed Mar 29, 2024 22d
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NVDANvidia CorpBuy$1K–$15KTraded Mar 7, 2024Filed Mar 29, 2024 22d
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ICLNGlobal Clean Energy Ishares ETFBuy$50K–$100KTraded Mar 5, 2024Filed Mar 29, 2024 24d
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US TREASURY BILLBuy$15K–$50KTraded Feb 22, 2024Filed Mar 4, 2024 11d
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EQNREquinor ASASell$1K–$15KTraded Feb 16, 2024Filed Mar 4, 2024 17d
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TGTTarget CorpBuy$1K–$15KTraded Feb 16, 2024Filed Mar 4, 2024 17d
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US TREASURY BILLBuy$50K–$100KTraded Feb 8, 2024Filed Mar 4, 2024 25d
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US TREASURY BILLBuy$50K–$100KTraded Feb 8, 2024Filed Mar 4, 2024 25d
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US TREASURY BILLSell$100K–$250KTraded Feb 8, 2024Filed Mar 4, 2024 25d
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US TREASURY BILLSell$15K–$50KTraded Feb 8, 2024Filed Mar 4, 2024 25d
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US TREASURY BILLBuy$15K–$50KTraded Feb 7, 2024Filed Mar 4, 2024 26d
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US TREASURY BILLSell$15K–$50KTraded Jan 18, 2024Filed Feb 2, 2024 15d
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US TREASURY BILLSell$15K–$50KTraded Jan 18, 2024Filed Feb 2, 2024 15d
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US TREASURY BILLSell$15K–$50KTraded Jan 18, 2024Filed Feb 2, 2024 15d
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ABTAbbott LaboratoriesSell · part$1K–$15KTraded Jan 17, 2024Filed Feb 2, 2024 16d
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GBILGoldman Sachs Access Treasury 0-1 Year ETFBuy$1K–$15KTraded Jan 17, 2024Filed Feb 2, 2024 16d
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ETRNEquitrans Midstream CorpBuy$1K–$15KTraded Jan 17, 2024Filed Feb 2, 2024 16d
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CMECME Group IncBuy$1K–$15KTraded Jan 17, 2024Filed Feb 2, 2024 16d
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METMetlife IncSell · part$1K–$15KTraded Jan 17, 2024Filed Feb 2, 2024 16d
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VLOValero Energy CorpBuy$1K–$15KTraded Jan 17, 2024Filed Feb 2, 2024 16d
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SBUXStarbucks CorpBuy$1K–$15KTraded Jan 17, 2024Filed Feb 2, 2024 16d
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TTETotalEnergies SESell · part$1K–$15KTraded Jan 17, 2024Filed Feb 2, 2024 16d
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AESThe Aes CorpBuy$1K–$15KTraded Jan 17, 2024Filed Feb 2, 2024 16d
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GBILGoldman Sachs Access Treasury 0-1 Year ETFBuy$1K–$15KTraded Jan 17, 2024Filed Feb 2, 2024 16d
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US TREASURY BILLBuy$15K–$50KTraded Jan 17, 2024Filed Feb 2, 2024 16d
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US TREASURY BILLBuy$15K–$50KTraded Jan 17, 2024Filed Feb 2, 2024 16d
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BROADCOMCORP Rate/Coupon: 3.625% Matures: 01/15/2024Sell$1K–$15KTraded Jan 16, 2024Filed Feb 2, 2024 17d
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DELLDell Technologies IncBuy$1K–$15KTraded Jan 2, 2024Filed Feb 2, 2024 31d
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SSentinelone Inc Cl ASell$1K–$15KTraded Jan 2, 2024Filed Feb 2, 2024 31d
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US TREASURY BILLBuy$15K–$50KTraded Dec 26, 2023Filed Jan 3, 2024 8d
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US TREASURY BILLBuy$15K–$50KTraded Dec 26, 2023Filed Jan 3, 2024 8d
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TRSWFTransAlta Renewables Inc (Exchanged) Transalta Corp (Received)Exchange$1K–$15KTraded Dec 21, 2023Filed Jan 3, 2024 13d
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US TREASURY BILLSell$50K–$100KTraded Dec 19, 2023Filed Jan 3, 2024 15d
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US TREASURY BILLBuy$100K–$250KTraded Dec 19, 2023Filed Jan 3, 2024 15d
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US TREASURY BILLSell$50K–$100KTraded Dec 19, 2023Filed Jan 3, 2024 15d
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US TREASURY BILLSell$15K–$50KTraded Dec 19, 2023Filed Jan 3, 2024 15d
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US TREASURY BILLSell$15K–$50KTraded Dec 19, 2023Filed Jan 3, 2024 15d
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XCEMColumbia EM Core Ex-China ETFBuy$15K–$50KTraded Dec 18, 2023Filed Jan 3, 2024 16d
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SBPYXClearbridge Small Cap Growth Fd Cl IBuy$15K–$50KTraded Dec 18, 2023Filed Jan 3, 2024 16d
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US TREASURY BILLBuy$15K–$50KTraded Dec 18, 2023Filed Jan 3, 2024 16d
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FDRRFidelity Dividend ETF For Rising RatesBuy$1K–$15KTraded Dec 18, 2023Filed Jan 3, 2024 16d
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SMDVProShares Russell 2000 Dividend Growers ETFBuy$1K–$15KTraded Dec 18, 2023Filed Jan 3, 2024 16d
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XCEMColumbia EM Core Ex-China ETFBuy$1K–$15KTraded Dec 18, 2023Filed Jan 3, 2024 16d
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HDGERanger Equity Bear Bear ETFSell$1K–$15KTraded Dec 14, 2023Filed Jan 3, 2024 20d
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HDGERanger Equity Bear Bear ETFSell$1K–$15KTraded Dec 14, 2023Filed Jan 3, 2024 20d
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HDGERanger Equity Bear Bear ETFSell$15K–$50KTraded Dec 14, 2023Filed Jan 3, 2024 20d
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KMBKimberly-Clark CorpBuy$1K–$15KTraded Dec 11, 2023Filed Jan 3, 2024 23d
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FMCFMC CorpBuy$1K–$15KTraded Dec 11, 2023Filed Jan 3, 2024 23d
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IRMIron Mountain IncSell · part$1K–$15KTraded Dec 11, 2023Filed Jan 3, 2024 23d
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FLNGFlex Lng LtdBuy$1K–$15KTraded Dec 11, 2023Filed Jan 3, 2024 23d
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FNFFidelity National FinancialSell$1K–$15KTraded Dec 11, 2023Filed Jan 3, 2024 23d
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URAGlobal X Uranium ETFSell · part$1K–$15KTraded Dec 11, 2023Filed Jan 3, 2024 23d
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GLPIGaming and Leisure Properties, Inc.Buy$1K–$15KTraded Dec 11, 2023Filed Jan 3, 2024 23d
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MOSMosaic CompanySell · part$1K–$15KTraded Dec 11, 2023Filed Jan 3, 2024 23d
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AGXArgan IncSell$1K–$15KTraded Dec 11, 2023Filed Jan 3, 2024 23d
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TSMTaiwan Semiconductor Manufacturing Company Ltd.Sell · part$1K–$15KTraded Dec 11, 2023Filed Jan 3, 2024 23d
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DGXQuest Diagnostics IncSell · part$1K–$15KTraded Dec 11, 2023Filed Jan 3, 2024 23d
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VLOValero Energy CorpBuy$1K–$15KTraded Dec 11, 2023Filed Jan 3, 2024 23d
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SBUXStarbucks CorpBuy$1K–$15KTraded Dec 11, 2023Filed Jan 3, 2024 23d
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HDGERanger Equity Bear Bear ETFBuy$1K–$15KTraded Oct 20, 2023Filed Nov 2, 2023 13d
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PSQProShares Short QQQSell$1K–$15KTraded Oct 20, 2023Filed Nov 2, 2023 13d
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HDGERanger Equity Bear Bear ETFBuy$1K–$15KTraded Oct 20, 2023Filed Nov 2, 2023 13d
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PSQProShares Short QQQSell$1K–$15KTraded Oct 20, 2023Filed Nov 2, 2023 13d
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HDGERanger Equity Bear Bear ETFBuy$1K–$15KTraded Oct 20, 2023Filed Nov 2, 2023 13d
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PSQProShares Short QQQSell$1K–$15KTraded Oct 20, 2023Filed Nov 2, 2023 13d
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US TREASURY BILLSell$50K–$100KTraded Oct 19, 2023Filed Nov 2, 2023 14d
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US TREASURY BILLBuy$50K–$100KTraded Oct 19, 2023Filed Nov 2, 2023 14d
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US TREASURY BILLSell$15K–$50KTraded Oct 19, 2023Filed Nov 2, 2023 14d
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US TREASURY BILLSell$15K–$50KTraded Oct 19, 2023Filed Nov 2, 2023 14d
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US TREASURY BILLSell$15K–$50KTraded Oct 19, 2023Filed Nov 2, 2023 14d
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US TREASURY BILLBuy$50K–$100KTraded Oct 18, 2023Filed Nov 2, 2023 15d
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US TREASURY BILLBuy$15K–$50KTraded Oct 18, 2023Filed Nov 2, 2023 15d
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US TREASURY BILLBuy$15K–$50KTraded Oct 18, 2023Filed Nov 2, 2023 15d
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GPCRStructure Therapeutics IncSell$1K–$15KTraded Oct 4, 2023Filed Nov 2, 2023 29d
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RVNCRevance Therapeutics, Inc.Buy$1K–$15KTraded Oct 4, 2023Filed Nov 2, 2023 29d
No trades match these filters.
Reported holdings
2023 annual report · filed May 15, 2024 · values at year end, in the ranges disclosed
$4.3M–$14.6M
sum of 206 disclosed ranges
- Real estate 3
- Stock 123
- Fund 60
- Bond 10
- Cash 9
- Other 1
- Rental PropertyJoint$1M–$5M
- Rental PropertyJoint$500K–$1M
- Unimproved LandJoint$500K–$1M
- AAPLApple Inc. (NASDAQ)Spouse$250K–$500K
- GOOGAlphabet Inc.Spouse$100K–$250K
- Citizens BankJoint$100K–$250K
- SPYSPDR S&P 500 ETFSpouse$100K–$250K
- Treasury Bill due 2/8/2024 cusip 912797GM3Spouse$100K–$250K
- VTHRXVanguard Target Retirement 2030 FundSpouse$100K–$250K
- VTTSXVanguard Target Retirement 2060 FundSpouse$100K–$250K
- VTINXVanguard Target Retirement Income FundSpouse$100K–$250K
- XCAPXACAP Strategic FundSpouse$50K–$100K
- ATOAXAberdeen Ultra Short Municipal Income Fund Class ASpouse$50K–$100K
- CTVACorteva, Inc.Spouse$50K–$100K
- DOWDow Inc.Spouse$50K–$100K
- DDDuPont de Nemours, Inc.Spouse$50K–$100K
- GBILGoldman Sachs Access Treasury 0-1 Year ETFSpouse$50K–$100K
- LNCLincoln National Corporation (NYSE)Self$50K–$100K
- SPDR S&P 500 ETF TrustSelf$50K–$100K
- MDYSPDR S&P MidCap 400Self$50K–$100K
- ABBVAbbVie Inc.Spouse$15K–$50K
- AMZNAmazon.com, Inc.Spouse$15K–$50K
- BMYBristol-Myers Squibb CompanySpouse$15K–$50K
- Capital OneSpouse$15K–$50K
- CSCOCisco Systems, Inc.Spouse$15K–$50K
- SBPYXClearbridge Small Cap Growth Fd Cl ISpouse$15K–$50K
- XCEMColumbia EM Core Ex-China ETFSpouse$15K–$50K
- CTVACorteva, Inc.Self$15K–$50K
- DOWDow Inc.Self$15K–$50K
- DDDuPont de Nemours, Inc.Self$15K–$50K
- DUKDuke Energy Corporation (NYSE)Self$15K–$50K
- ENBEnbridge Inc.Self$15K–$50K
- FDNFirst Trust Dow Jones Internet ETFSpouse$15K–$50K
- FIFFirst Trust Energy Infrastructure FundSpouse$15K–$50K
- GBILGoldman Sachs Access Treasury 0-1 Year ETFSpouse$15K–$50K
- HONHoneywell International Inc.Spouse$15K–$50K
- AACFXInvesco Greater China Fund Cl ASelf$15K–$50K
- PNQIInvesco NASDAQ Internet ETFSpouse$15K–$50K
- JPM 10% Contingent Autocall CSpouse$15K–$50K
- JPMJPMorgan Chase & Co.Spouse$15K–$50K
- JNJJohnson & JohnsonSpouse$15K–$50K
- JNJJohnson & JohnsonSpouse$15K–$50K
- LNCLincoln National CorporationSpouse$15K–$50K
- M & T BankJoint$15K–$50K
- MS CPI and SPX Floating Rate Principal Protection NoteSpouse$15K–$50K
- METMetLife, Inc.Spouse$15K–$50K
- Morgan Stanley Bank N.A.Spouse$15K–$50K
- Morgan Stanley Bank NASelf$15K–$50K
- Morgan Stanley Bank NASpouse$15K–$50K
- Morgan Stanley Private Bank NASpouse$15K–$50K
- NKENIKE, Inc.Spouse$15K–$50K
- NTAPNetApp, Inc.Spouse$15K–$50K
- PTNQPacer Trendpilot 100 ETFSpouse$15K–$50K
- PTLCPacer Trendpilot US Large Cap ETFSpouse$15K–$50K
- IGHGProShares Investment Grade-Interest Rate HedgedSpouse$15K–$50K
- GLDSPDR Gold SharesSpouse$15K–$50K
- CEFSprott Physical Gold and Silver TrustSpouse$15K–$50K
- CEFSprott Physical Gold and Silver TrustSpouse$15K–$50K
- TIAA-CREFSpouse$15K–$50K
- BAThe Boeing CompanySpouse$15K–$50K
- CCThe Chemours CompanySpouse$15K–$50K
- Treasury Bill due 02/8/2024 cusip 912797HM3Spouse$15K–$50K
- Treasury Bill due 1/18/2024 cusip 912797GD3Spouse$15K–$50K
- Treasury Bill due 1/18/2024 cusip 912797GD3Spouse$15K–$50K
- Treasury Bill due 1/18/2024 cusip 912797GD3Spouse$15K–$50K
- UBS 10.5% Contingent Autocall METSpouse$15K–$50K
- VIEIXVanguard Extended Market Index Fund InstitutionalSpouse$15K–$50K
- VHTVanguard Health Care ETFSpouse$15K–$50K
- ITAiShares U.S. Aerospace & Defense ETFSpouse$15K–$50K
- ABBVAbbVie Inc.Spouse$1K–$15K
- ABYIXAbbey Capital Futures Strategy Fund- Class I ShaSpouse$1K–$15K
- ABYIXAbbey Capital Futures Strategy Fund- Class I ShaSpouse$1K–$15K
- ABTAbbott LaboratoriesSpouse$1K–$15K
- HQLAbrdn Life Sciences Investors FundSpouse$1K–$15K
- AREAlexandria Real Estate Equities, Inc.Spouse$1K–$15K
- Allstate CorpSpouse$1K–$15K
- AMTAmerican Tower Corporation (REIT)Spouse$1K–$15K
- APOApollo Global Management, Inc.Spouse$1K–$15K
- AAPLApple Inc.Spouse$1K–$15K
- ACGLArch Capital Group Ltd.Spouse$1K–$15K
- ARCCAres Capital CorporationSpouse$1K–$15K
- ATKRAtkore Inc.Spouse$1K–$15K
- AYAtlantica Sustainable Infrastructure plcSpouse$1K–$15K
- BHPBHP Group Limited American Depositary Shares (EachSpouse$1K–$15K
- Bank of AmericaSpouse$1K–$15K
- BSMBlack Stone Minerals LPSpouse$1K–$15K
- BMNBlackRock 2037 Municipal Target Term Trust CommonSpouse$1K–$15K
- BMYBristol-Myers Squibb CompanySpouse$1K–$15K
- BroadcomSpouse$1K–$15K
- CMECME Group Inc.Spouse$1K–$15K
- CVSCVS Health CorporationSpouse$1K–$15K
- MBXIXCatalyst/Millburn Hedge Strategy Fund Class ISpouse$1K–$15K
- MBXIXCatalyst/Millburn Hedge Strategy Fund Class ISpouse$1K–$15K
- CVXChevron Corporation (NYSE)Spouse$1K–$15K
- CSCOCisco Systems, Inc.Spouse$1K–$15K
- CWENClearway Energy, Inc.Spouse$1K–$15K
- LDPCohen & Steers Limited Duration Preferred and IncoSpouse$1K–$15K
- XCEMColumbia EM Core Ex-China ETFSpouse$1K–$15K
- GLWCorning IncorporatedSpouse$1K–$15K
- DHRDanaher CorporationSpouse$1K–$15K
- DEODiageo plcSpouse$1K–$15K
- DLRDigital Realty Trust, Inc.Spouse$1K–$15K
- EQNREquinor ASA ADRSpouse$1K–$15K
- FLNGFLEX LNG Ltd. Ordinary SharesSpouse$1K–$15K
- FMCFMC CorporationSpouse$1K–$15K
- FPIFarmland Partners Inc.Spouse$1K–$15K
- FDRRFidelity Dividend ETF For Rising RatesSpouse$1K–$15K
- CIBRFirst Trust NASDAQ Cybersecurity ETFSpouse$1K–$15K
- GSSCGS Activebeta U.S. Small Cap Equity ETFSpouse$1K–$15K
- GLPIGaming and Leisure Properties, Inc.Spouse$1K–$15K
- General ElectricSpouse$1K–$15K
- GLADGladstone Capital CorporationSpouse$1K–$15K
- URAGlobal X Uranium ETFSpouse$1K–$15K
- URAGlobal X Uranium ETFSpouse$1K–$15K
- GBILGoldman Sachs Access Treasury 0-1 Year ETFSpouse$1K–$15K
- GSIMXGoldman Sachs Gqg Partners International OpportuSpouse$1K–$15K
- Goldman Sachs Group Inc Floating Rt ASpouse$1K–$15K
- HASIHannon Armstrong Sustainable Infrastructure CapitaSpouse$1K–$15K
- HONHoneywell International Inc.Spouse$1K–$15K
- INODInnodata Inc.Spouse$1K–$15K
- IFFInternationa Flavors & Fragrances, Inc. Common StoSpouse$1K–$15K
- PRFInvesco FTSE RAFI US 1000 ETFSpouse$1K–$15K
- SPGPInvesco S&P 500 GARP ETFSpouse$1K–$15K
- EELVInvesco S&P Emerging Markets Low Volatility ETFSpouse$1K–$15K
- IRMIron Mountain IncorporatedSpouse$1K–$15K
- JHMMJohn Hancock Multifactor Mid Cap ETFSpouse$1K–$15K
- JNJJohnson & JohnsonSpouse$1K–$15K
- KMBKimberly-Clark CorporationSpouse$1K–$15K
- LHXL3Harris Technologies, Inc.Spouse$1K–$15K
- LGILazard Global Total Return and Income Fund, Inc.Spouse$1K–$15K
- MGMMGM Resorts InternationalSpouse$1K–$15K
- METMetLife, Inc.Spouse$1K–$15K
- MSFTMicrosoft CorporationSpouse$1K–$15K
- Morgan Stanley Bank N.A.Spouse$1K–$15K
- MOSMosaic Company (The)Spouse$1K–$15K
- NVDANVIDIA CorporationSpouse$1K–$15K
- QTECNasdaq 100 Technology Index FundSpouse$1K–$15K
- NMLNeuberger Berman MLP Income Fund Inc.Spouse$1K–$15K
- NEENextEra Energy, Inc.Spouse$1K–$15K
- NVSNovartis Ag ADRSpouse$1K–$15K
- NVONovo Nordisk A/SSpouse$1K–$15K
- SRVRPacer Benchmark Data & Infrastructure Real EstateSpouse$1K–$15K
- PTMCPacer Trendpilot US Mid Cap ETFSpouse$1K–$15K
- PEPPepsiCo, Inc.Spouse$1K–$15K
- PFEPfizer Inc.Spouse$1K–$15K
- PFEPfizer Inc.Spouse$1K–$15K
- IGHGProShares Investment Grade-Interest Rate HedgedSpouse$1K–$15K
- SMDVProShares Russell 2000 Dividend Growers ETFSpouse$1K–$15K
- EFADProShares Trust ProShares MSCI EAFE Dividend GroweSpouse$1K–$15K
- EFADProShares Trust ProShares MSCI EAFE Dividend GroweSpouse$1K–$15K
- QCOMQUALCOMM IncorporatedSpouse$1K–$15K
- DGXQuest Diagnostics IncorporatedSpouse$1K–$15K
- RTXRaytheon Technologies CorporationSpouse$1K–$15K
- RMDResMed Inc.Spouse$1K–$15K
- RVNCRevance Therapeutics, Inc.Spouse$1K–$15K
- ROKRockwell Automation, Inc.Spouse$1K–$15K
- SHELRoyal Dutch Shell PLC American Depositary Shares (Spouse$1K–$15K
- Ryder Systems IncSpouse$1K–$15K
- GNRS&P Global Natural Resources SPDRSpouse$1K–$15K
- GNRSPDR S&P Global Natural Resources ETFSpouse$1K–$15K
- SANDSandstorm Gold Ltd. Ordinary Shares (Canada)Spouse$1K–$15K
- SSentinelOne, Inc.Spouse$1K–$15K
- SWKSSkyworks Solutions, Inc.Spouse$1K–$15K
- SNOWSnowflake Inc.Spouse$1K–$15K
- SOFISoFi Technologies, Inc.Spouse$1K–$15K
- SQMSociedad Quimica y Minera S.A.Spouse$1K–$15K
- CEFSprott Physical Gold and Silver TrustSpouse$1K–$15K
- SFMSprouts Farmers Market, Inc.Spouse$1K–$15K
- SBUXStarbucks CorporationSpouse$1K–$15K
- SNPSSynopsys, Inc.Spouse$1K–$15K
- TSMTaiwan Semiconductor Manufacturing Company LimitedSpouse$1K–$15K
- TSLATesla, Inc.Spouse$1K–$15K
- CCThe Chemours CompanySelf$1K–$15K
- PGThe Procter & Gamble CompanySpouse$1K–$15K
- PGThe Procter & Gamble CompanySpouse$1K–$15K
- DISThe Walt Disney CompanySpouse$1K–$15K
- TMOThermo Fisher Scientific Inc.Spouse$1K–$15K
- TTETotalEnergies SESpouse$1K–$15K
- TTTrane Technologies PlcSpouse$1K–$15K
- TACTransalta CorpSpouse$1K–$15K
- VFCV.F. CorporationSpouse$1K–$15K
- VLOValero Energy CorporationSpouse$1K–$15K
- MOOVanEck Agribusiness ETFSpouse$1K–$15K
- GDXVanEck Vectors Gold Miners ETFSpouse$1K–$15K
- VTMNXVanguard Developed Markets Index Fund InstitutionaSpouse$1K–$15K
- VEMIXVanguard Emerging Markets Stock Index Fund InstituSpouse$1K–$15K
- VHTVanguard Health Care ETFSpouse$1K–$15K
- Verizon CommunicationsSpouse$1K–$15K
- VZVerizon Communications Inc.Spouse$1K–$15K
- VZVerizon Communications Inc.Spouse$1K–$15K
- CFAVictoryShares US 500 Volatility Wtd ETFSpouse$1K–$15K
- VVisa Inc.Spouse$1K–$15K
- WWWW International, Inc.Spouse$1K–$15K
- WMWaste Management, Inc.Spouse$1K–$15K
- WELLWelltower IncSpouse$1K–$15K
- IVViShares Core S&P 500Spouse$1K–$15K
- IJRiShares Core S&P Small-CapSpouse$1K–$15K
- EEMiShares MSCI Emerging MarketsSpouse$1K–$15K
- IWDiShares Russell 1000 Value ETFSpouse$1K–$15K
- IWDiShares Russell 1000 Value ETFSpouse$1K–$15K
- IWNiShares Russell 2000 Value ETFSpouse$1K–$15K
- ITAiShares U.S. Aerospace & Defense ETFSpouse$1K–$15K
- AAgilent Technologies, Inc.SpouseUnder $1K
- INTAIntapp, Inc.SpouseUnder $1K
- Morgan Stanley Private Bank NASpouseUnder $1K
- PAASPan American Silver Corp.SpouseUnder $1K
Source filings
Every report we read for this page · newest first
- Jan 2, 2025 Periodic transaction report 1 trade View original
- Sep 3, 2024 Periodic transaction report 4 trades View original
- Aug 2, 2024 Periodic transaction report 1 trade View original
- Jul 1, 2024 Periodic transaction report 8 trades View original
- Jun 3, 2024 Periodic transaction report 27 trades View original
- May 15, 2024 2023 annual report 206 assets View original
- Apr 30, 2024 Periodic transaction report 3 trades View original
- Mar 29, 2024 Periodic transaction report 30 trades View original
- Mar 4, 2024 Periodic transaction report 8 trades View original
- Feb 2, 2024 Periodic transaction report 18 trades View original
- Jan 3, 2024 Periodic transaction report 30 trades View original
- Nov 2, 2023 Periodic transaction report 16 trades View original
From STOCK Act disclosures filed with the Secretary of the Senate. Amounts are the disclosed ranges. Trades cover the last three years; holdings come from the latest annual report. How we read these reports.