SALENorth Carolina · District 6
Starbucks Corporation - Common Stock (SBUX)SBUX
- Transaction date
- Aug 9, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Spouse
- Source status
- New
PURCHASEIndiana · District 3
Yum! Brands, Inc. (YUM)YUM
- Transaction date
- Aug 8, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Joint
- Source status
- New
SALE (PARTIAL)New Jersey · District 5
HAIER SMART HOME U/ADR (HSHCY)HSHCY
- Transaction date
- Aug 8, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Joint
- Source status
- New
PURCHASENorth Carolina · District 6
Seven Bridges Energy Opportunities Fund III LP
- Transaction date
- Aug 8, 2024
- Reported amount
- $50,001 - $100,000
- Owner
- Filer
- Source status
- New
PURCHASENorth Carolina · District 6
Seven Bridges Private Equity Opportunities Fund III LP
- Transaction date
- Aug 8, 2024
- Reported amount
- $15,001 - $50,000
- Owner
- Filer
- Source status
- New
PURCHASEPennsylvania · District 16
Burke Cnty GA Dev Auth Poll Co Ref- Georgia Rev Var% due 12/1/2049
- Transaction date
- Aug 8, 2024
- Reported amount
- $50,001 - $100,000
- Owner
- Spouse
- Source status
- New
PURCHASECalifornia · District 50
San Diego CA UNI GO UTX
- Transaction date
- Aug 8, 2024
- Reported amount
- $250,001 - $500,000
- Owner
- Spouse
- Source status
- New
SALE (PARTIAL)California · District 50
U.S Treasury Bills
- Transaction date
- Aug 8, 2024
- Reported amount
- $500,001 - $1,000,000
- Owner
- Spouse
- Source status
- New
PURCHASEFlorida · District 18
Accenture plc Class A Ordinary Shares (ACN)ACN
- Transaction date
- Aug 7, 2024
- Reported amount
- $50,001 - $100,000
- Owner
- Filer
- Source status
- New
PURCHASEFlorida · District 18
Air Products and Chemicals, Inc. Common Stock (APD)APD
- Transaction date
- Aug 7, 2024
- Reported amount
- $50,001 - $100,000
- Owner
- Filer
- Source status
- New
PURCHASEFlorida · District 18
Amgen Inc. - Common Stock (AMGN)AMGN
- Transaction date
- Aug 7, 2024
- Reported amount
- $50,001 - $100,000
- Owner
- Filer
- Source status
- New
PURCHASEFlorida · District 18
Chubb Limited Common Stock (CB)CB
- Transaction date
- Aug 7, 2024
- Reported amount
- $50,001 - $100,000
- Owner
- Filer
- Source status
- New
PURCHASEFlorida · District 18
FIDELITY ADVISOR TOTAL BOND CL Z (FBKWX)
- Transaction date
- Aug 7, 2024
- Reported amount
- $100,001 - $250,000
- Owner
- Filer
- Source status
- New
PURCHASEFlorida · District 18
FIRST TR EXCHANGE-TRADED FD VI SMID RISING ETF
- Transaction date
- Aug 7, 2024
- Reported amount
- $50,001 - $100,000
- Owner
- Filer
- Source status
- New
PURCHASEFlorida · District 18
General Dynamics Corporation Common Stock (GD)GD
- Transaction date
- Aug 7, 2024
- Reported amount
- $50,001 - $100,000
- Owner
- Filer
- Source status
- New
PURCHASEFlorida · District 18
INVESCO EXCHANGE TRADED FD TR II NASDAQ 100 ETF (QQQM)
- Transaction date
- Aug 7, 2024
- Reported amount
- $50,001 - $100,000
- Owner
- Filer
- Source status
- New
PURCHASEFlorida · District 18
Johnson & Johnson Common Stock (JNJ)JNJ
- Transaction date
- Aug 7, 2024
- Reported amount
- $15,001 - $50,000
- Owner
- Filer
- Source status
- New
PURCHASEFlorida · District 18
LORD ABBETT SHORT DURATION HIGH YLD I (LSYIX)
- Transaction date
- Aug 7, 2024
- Reported amount
- $50,001 - $100,000
- Owner
- Filer
- Source status
- New
PURCHASEFlorida · District 18
McDonald's Corporation Common Stock (MCD)MCD
- Transaction date
- Aug 7, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASEFlorida · District 18
Starbucks Corporation - Common Stock (SBUX)SBUX
- Transaction date
- Aug 7, 2024
- Reported amount
- $15,001 - $50,000
- Owner
- Filer
- Source status
- New
PURCHASEFlorida · District 18
The Hershey Company Common Stock (HSY)HSY
- Transaction date
- Aug 7, 2024
- Reported amount
- $50,001 - $100,000
- Owner
- Filer
- Source status
- New
PURCHASEFlorida · District 18
United Parcel Service, Inc. Common Stock (UPS)UPS
- Transaction date
- Aug 7, 2024
- Reported amount
- $15,001 - $50,000
- Owner
- Filer
- Source status
- New
SALE (PARTIAL)Pennsylvania · District 9
NVIDIA Corporation - Common Stock (NVDA)NVDA
- Transaction date
- Aug 7, 2024
- Reported amount
- $250,001 - $500,000
- Owner
- Spouse
- Source status
- New
PURCHASECalifornia · District 50
Los Angeles CA FINL SCH
- Transaction date
- Aug 7, 2024
- Reported amount
- $50,001 - $100,000
- Owner
- Spouse
- Source status
- New
PURCHASEFlorida · District 18
Accenture plc Class A Ordinary Shares (ACN)ACN
- Transaction date
- Aug 7, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Spouse
- Source status
- New
PURCHASEFlorida · District 18
Air Products and Chemicals, Inc. Common Stock (APD)APD
- Transaction date
- Aug 7, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Spouse
- Source status
- New
PURCHASEFlorida · District 18
Alphabet Inc. - Class C Capital Stock (GOOG)GOOG
- Transaction date
- Aug 7, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Spouse
- Source status
- New
PURCHASEFlorida · District 18
Amgen Inc. - Common Stock (AMGN)AMGN
- Transaction date
- Aug 7, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Spouse
- Source status
- New
PURCHASEFlorida · District 18
Apple Inc. - Common Stock (AAPL)AAPL
- Transaction date
- Aug 7, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Spouse
- Source status
- New
PURCHASEFlorida · District 18
Berkshire Hathaway Inc. New Common Stock (BRK.B)BRK.B
- Transaction date
- Aug 7, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Spouse
- Source status
- New
PURCHASEFlorida · District 18
Chubb Limited Common Stock (CB)CB
- Transaction date
- Aug 7, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Spouse
- Source status
- New
PURCHASEFlorida · District 18
Comcast Corporation - Class A Common Stock (CMCSA)CMCSA
- Transaction date
- Aug 7, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Spouse
- Source status
- New
PURCHASEFlorida · District 18
Costco Wholesale Corporation - Common Stock (COST)COST
- Transaction date
- Aug 7, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Spouse
- Source status
- New
PURCHASEFlorida · District 18
Fidelity Advisor Total Bond CL Z (FBKWX)
- Transaction date
- Aug 7, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Spouse
- Source status
- New
PURCHASEFlorida · District 18
FIRST TR EXCHANGE-TRADED FD VI SMID RISNG ETF (SDVY)
- Transaction date
- Aug 7, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Spouse
- Source status
- New
PURCHASEFlorida · District 18
General Dynamics Corporation Common Stock (GD)GD
- Transaction date
- Aug 7, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Spouse
- Source status
- New
PURCHASEFlorida · District 18
Home Depot, Inc. (HD)HD
- Transaction date
- Aug 7, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Spouse
- Source status
- New
PURCHASEFlorida · District 18
INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF (QQQM)
- Transaction date
- Aug 7, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Spouse
- Source status
- New
PURCHASEFlorida · District 18
Johnson & Johnson Common Stock (JNJ)JNJ
- Transaction date
- Aug 7, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Spouse
- Source status
- New
PURCHASEFlorida · District 18
JP Morgan Chase & Co. Common Stock (JPM)JPM
- Transaction date
- Aug 7, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Spouse
- Source status
- New
PURCHASEFlorida · District 18
Lockheed Martin Corporation Common Stock (LMT)LMT
- Transaction date
- Aug 7, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Spouse
- Source status
- New
PURCHASEFlorida · District 18
LORD ABBETT SHORT DURATION HIGH YLD I (LSYIX)
- Transaction date
- Aug 7, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Spouse
- Source status
- New
PURCHASEFlorida · District 18
McDonald's Corporation Common Stock (MCD)MCD
- Transaction date
- Aug 7, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Spouse
- Source status
- New
PURCHASEFlorida · District 18
Merck & Company, Inc. Common Stock (MRK)MRK
- Transaction date
- Aug 7, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Spouse
- Source status
- New
PURCHASEFlorida · District 18
Microsoft Corporation - Common Stock (MSFT)MSFT
- Transaction date
- Aug 7, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Spouse
- Source status
- New
PURCHASEFlorida · District 18
Pepsico, Inc. (PEP)PEP
- Transaction date
- Aug 7, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Spouse
- Source status
- New
PURCHASEFlorida · District 18
Procter & Gamble Company (PG)PG
- Transaction date
- Aug 7, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Spouse
- Source status
- New
PURCHASEFlorida · District 18
Starbucks Corporation - Common Stock (SBUX)SBUX
- Transaction date
- Aug 7, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Spouse
- Source status
- New
PURCHASEFlorida · District 18
The Hershey Company Common Stock (HSY)HSY
- Transaction date
- Aug 7, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Spouse
- Source status
- New
PURCHASEFlorida · District 18
United Parcel Service, Inc. Common Stock (UPS)UPS
- Transaction date
- Aug 7, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Spouse
- Source status
- New
PURCHASEFlorida · District 18
UnitedHealth Group Incorporated Common Stock (UNH)UNH
- Transaction date
- Aug 7, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Spouse
- Source status
- New
PURCHASEFlorida · District 18
Visa Inc. (V)V
- Transaction date
- Aug 7, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Spouse
- Source status
- New
PURCHASEFlorida · District 18
Walmart Inc. Common Stock (WMT)WMT
- Transaction date
- Aug 7, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Spouse
- Source status
- New
SALE (PARTIAL)Florida · District 18
Apple Inc. - Common Stock (AAPL)AAPL
- Transaction date
- Aug 6, 2024
- Reported amount
- $15,001 - $50,000
- Owner
- Filer
- Source status
- New
SALE (PARTIAL)Florida · District 18
BERKSHIRE HATHAWAY INC COM USD0.0033 CLASS B (BRKB)
- Transaction date
- Aug 6, 2024
- Reported amount
- $15,001 - $50,000
- Owner
- Filer
- Source status
- New
SALEFlorida · District 18
Cisco Systems, Inc. - Common Stock (CSCO)CSCO
- Transaction date
- Aug 6, 2024
- Reported amount
- $50,001 - $100,000
- Owner
- Filer
- Source status
- New
SALE (PARTIAL)Florida · District 18
Costco Wholesale Corporation - Common Stock (COST)COST
- Transaction date
- Aug 6, 2024
- Reported amount
- $15,001 - $50,000
- Owner
- Filer
- Source status
- New
SALEFlorida · District 18
Discover Financial Services Common Stock (DFS)DFS
- Transaction date
- Aug 6, 2024
- Reported amount
- $50,001 - $100,000
- Owner
- Filer
- Source status
- New
SALEFlorida · District 18
FIDELITY CONTRAFUND
- Transaction date
- Aug 6, 2024
- Reported amount
- $15,001 - $50,000
- Owner
- Spouse
- Source status
- New
SALEFlorida · District 18
FIDELITY FLOATING HIGH RATE INCOME (FFRHX)
- Transaction date
- Aug 6, 2024
- Reported amount
- $1,001 - $15,000
- Owner
- Spouse
- Source status
- New