PURCHASEFlorida · District 23
Berkshire Hathaway Inc. New Common Stock (BRK.B)BRK.B
- Transaction date
- Jul 14, 2023
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASEFlorida · District 23
Chevron Corporation Common Stock (CVX)CVX
- Transaction date
- Jul 14, 2023
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
SALEFlorida · District 23
Citigroup, Inc. Common Stock (C)C
- Transaction date
- Jul 14, 2023
- Reported amount
- $15,001 - $50,000
- Owner
- Filer
- Source status
- New
PURCHASEFlorida · District 23
Costco Wholesale Corporation - Common Stock (COST)COST
- Transaction date
- Jul 14, 2023
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
SALEFlorida · District 23
Dollar General Corporation Common Stock (DG)DG
- Transaction date
- Jul 14, 2023
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASEFlorida · District 23
Exxon Mobil Corporation Common Stock (XOM)XOM
- Transaction date
- Jul 14, 2023
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASEFlorida · District 23
Home Depot, Inc. (HD)HD
- Transaction date
- Jul 14, 2023
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASEFlorida · District 23
Hormel Foods Corporation Common Stock (HRL)HRL
- Transaction date
- Jul 14, 2023
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
SALEFlorida · District 23
Intel Corporation - Common Stock (INTC)INTC
- Transaction date
- Jul 14, 2023
- Reported amount
- $15,001 - $50,000
- Owner
- Filer
- Source status
- New
PURCHASEFlorida · District 23
Johnson & Johnson Common Stock (JNJ)JNJ
- Transaction date
- Jul 14, 2023
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASEFlorida · District 23
Lowe's Companies, Inc. Common Stock (LOW)LOW
- Transaction date
- Jul 14, 2023
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASEFlorida · District 23
Mastercard Incorporated Common Stock (MA)MA
- Transaction date
- Jul 14, 2023
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASEFlorida · District 23
McDonald's Corporation Common Stock (MCD)MCD
- Transaction date
- Jul 14, 2023
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASEFlorida · District 23
Medtronic plc. Ordinary Shares (MDT)MDT
- Transaction date
- Jul 14, 2023
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASEFlorida · District 23
Merck & Company, Inc. Common Stock (MRK)MRK
- Transaction date
- Jul 14, 2023
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASEFlorida · District 23
Microsoft Corporation - Common Stock (MSFT)MSFT
- Transaction date
- Jul 14, 2023
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASEFlorida · District 23
NextEra Energy, Inc. Common Stock (NEE)NEE
- Transaction date
- Jul 14, 2023
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASEFlorida · District 23
Pepsico, Inc. (PEP)PEP
- Transaction date
- Jul 14, 2023
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASEFlorida · District 23
Procter & Gamble Company (PG)PG
- Transaction date
- Jul 14, 2023
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASEFlorida · District 23
Public Service Enterprise Group Incorporated Common Stock (PEG)PEG
- Transaction date
- Jul 14, 2023
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
SALEFlorida · District 23
Raymond James Financial, Inc. Common Stock (RJF)RJF
- Transaction date
- Jul 14, 2023
- Reported amount
- $100,001 - $250,000
- Owner
- Filer
- Source status
- New
PURCHASEFlorida · District 23
Roper Technologies, Inc. (ROP)ROP
- Transaction date
- Jul 14, 2023
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASEFlorida · District 23
S&P Global Inc. Common Stock (SPGI)SPGI
- Transaction date
- Jul 14, 2023
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASEFlorida · District 23
Southern Company (SO)SO
- Transaction date
- Jul 14, 2023
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASEFlorida · District 23
Starbucks Corporation - Common Stock (SBUX)SBUX
- Transaction date
- Jul 14, 2023
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASEFlorida · District 23
STERIS plc (STE)STE
- Transaction date
- Jul 14, 2023
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASEFlorida · District 23
Target Corporation Common Stock (TGT)TGT
- Transaction date
- Jul 14, 2023
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASEFlorida · District 23
Texas Instruments Incorporated - Common Stock (TXN)TXN
- Transaction date
- Jul 14, 2023
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASEFlorida · District 23
UnitedHealth Group Incorporated Common Stock (UNH)UNH
- Transaction date
- Jul 14, 2023
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASEFlorida · District 23
Visa Inc. (V)V
- Transaction date
- Jul 14, 2023
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASEFlorida · District 23
W.W. Grainger, Inc. Common Stock (GWW)GWW
- Transaction date
- Jul 14, 2023
- Reported amount
- $15,001 - $50,000
- Owner
- Filer
- Source status
- New
SALEFlorida · District 23
Walt Disney Company (DIS)DIS
- Transaction date
- Jul 14, 2023
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASEFlorida · District 23
WEC Energy Group, Inc. Common Stock (WEC)WEC
- Transaction date
- Jul 14, 2023
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASEFlorida · District 23
West Pharmaceutical Services, Inc. Common Stock (WST)WST
- Transaction date
- Jul 14, 2023
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASEMaryland · District 6
US Treasury Bill 12/21/2023
- Transaction date
- Jul 7, 2023
- Reported amount
- $1,000,001 - $5,000,000
- Owner
- Joint
- Source status
- New
PURCHASEMaryland · District 6
US Treasury Bill 11/16/2023
- Transaction date
- Jul 5, 2023
- Reported amount
- $1,000,001 - $5,000,000
- Owner
- Joint
- Source status
- New
SALEOhio · District 14
BlackRock, Inc. (BLK)BLK
- Transaction date
- Jun 30, 2023
- Reported amount
- $15,001 - $50,000
- Owner
- Filer
- Source status
- New
SALE (PARTIAL)Ohio · District 14
Golub Capital BDC, Inc. - Closed End Fund (GBDC)GBDC
- Transaction date
- Jun 30, 2023
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
SALEOhio · District 14
SPDR Series Trust SPDR S&P Biotech ETF (XBI)XBI
- Transaction date
- Jun 30, 2023
- Reported amount
- $15,001 - $50,000
- Owner
- Filer
- Source status
- New
SALEOhio · District 14
TC Energy Corporation (TRP)TRP
- Transaction date
- Jun 23, 2023
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
PURCHASEOhio · District 1
Uber Technologies, Inc. Common Stock (UBER)UBER
- Transaction date
- Jun 23, 2023
- Reported amount
- $1,001 - $15,000
- Owner
- Joint
- Source status
- New
SALEOhio · District 14
Citigroup, Inc. (C)C
- Transaction date
- Jun 22, 2023
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- New
SALEOhio · District 1
Linde plc - Ordinary Shares (LIN)LIN
- Transaction date
- Jun 22, 2023
- Reported amount
- $1,001 - $15,000
- Owner
- Joint
- Source status
- New
PURCHASEOklahoma · District 5
US TREASURY BILL23 U S T BILL DUE 09/21/23 (912796ZN2)
- Transaction date
- Jun 22, 2023
- Reported amount
- $15,001 - $50,000
- Owner
- Joint
- Source status
- New
SALEOhio · District 14
Boeing Company (BA)BA
- Transaction date
- Jun 19, 2023
- Reported amount
- $15,001 - $50,000
- Owner
- Filer
- Source status
- New
SALE (PARTIAL)Ohio · District 14
Golub Capital BDC, Inc. - Closed End Fund (GBDC)GBDC
- Transaction date
- Jun 19, 2023
- Reported amount
- $15,001 - $50,000
- Owner
- Filer
- Source status
- New
SALE (PARTIAL)Ohio · District 14
iShares Russell 1000 Growth ETF (IWF)IWF
- Transaction date
- Jun 19, 2023
- Reported amount
- $15,001 - $50,000
- Owner
- Filer
- Source status
- New
SALE (PARTIAL)Ohio · District 14
iShares Russell 1000 Growth ETF (IWF)IWF
- Transaction date
- Jun 19, 2023
- Reported amount
- $15,001 - $50,000
- Owner
- Filer
- Source status
- New
PURCHASEMaryland · District 6
US Treasury Bill 10/17/2023
- Transaction date
- Jun 15, 2023
- Reported amount
- $1,000,001 - $5,000,000
- Owner
- Joint
- Source status
- New
PURCHASEMaryland · District 6
US Treasury Bill 09/26/2023
- Transaction date
- Jun 12, 2023
- Reported amount
- $500,001 - $1,000,000
- Owner
- Joint
- Source status
- New
PURCHASEOhio · District 1
Apple Inc. - Common Stock (AAPL)AAPL
- Transaction date
- Jun 6, 2023
- Reported amount
- $1,001 - $15,000
- Owner
- Spouse
- Source status
- New
PURCHASEMaryland · District 6
US Treasury Bill 08/24/2023
- Transaction date
- Jun 1, 2023
- Reported amount
- $1,000,001 - $5,000,000
- Owner
- Joint
- Source status
- New
PURCHASEMaryland · District 6
US Treasury Bill 09/26/2023
- Transaction date
- Jun 1, 2023
- Reported amount
- $1,000,001 - $5,000,000
- Owner
- Joint
- Source status
- New
SALEOhio · District 1
Analog Devices, Inc. - Common Stock (ADI)ADI
- Transaction date
- May 30, 2023
- Reported amount
- $1,001 - $15,000
- Owner
- Joint
- Source status
- New
PURCHASEOhio · District 1
Intuitive Surgical, Inc. - Common Stock (ISRG)ISRG
- Transaction date
- May 30, 2023
- Reported amount
- $1,001 - $15,000
- Owner
- Joint
- Source status
- New
PURCHASEOhio · District 1
Microsoft Corporation - Common Stock (MSFT)MSFT
- Transaction date
- May 30, 2023
- Reported amount
- $1,001 - $15,000
- Owner
- Joint
- Source status
- New
SALE (PARTIAL)Ohio · District 1
NVIDIA Corporation - Common Stock (NVDA)NVDA
- Transaction date
- May 30, 2023
- Reported amount
- $1,001 - $15,000
- Owner
- Joint
- Source status
- New
SALE (PARTIAL)Ohio · District 1
Uber Technologies, Inc. Common Stock (UBER)UBER
- Transaction date
- May 25, 2023
- Reported amount
- $1,001 - $15,000
- Owner
- Spouse
- Source status
- New
SALE (PARTIAL)Florida · District 22
Johnson Controls International plc Ordinary Share (JCI)JCI
- Transaction date
- May 24, 2023
- Reported amount
- $1,001 - $15,000
- Owner
- Filer
- Source status
- Amended
PURCHASEOhio · District 1
Adobe Inc. - Common Stock (ADBE)ADBE
- Transaction date
- May 23, 2023
- Reported amount
- $1,001 - $15,000
- Owner
- Spouse
- Source status
- New