Disclosed trades
712
Estimated volume
$26.4M
sum of bracket midpoints
Typical delay
21 days
trade to filing
Last filed
Mar 25, 2021
What their buys are worth now
155 disclosed purchases, valued at the latest close
Return
+128.5%
on paper
Gain
+$5M
unrealised
Disclosed cost
$3.9M
at bracket midpoints
Worth now
$8.8M
close of Oct 9, 2026
If K. Michael Conaway still holds everything they disclosed buying. Disclosures do not report sales proceeds or current positions, so a stake sold last year still counts here — this is an upper bound, not a profit. Purchases are sized at the midpoint of the disclosed bracket, and dividends, fees and taxes are not included. 241 purchases have no market price and are left out. More on the limits.
Try the total-budget simulator →
If you had copied every buy
Entering on the day each filing became public, and still holding
Putting $1,000 into each of 155 disclosed purchases — $155,000 invested — would be worth
$351,152
+$196,152 (+126.55%)
Positions
155
equally weighted
Their own timing
+131.93%
entering on their trade date
Best
MPC
+1343.17%
Worst
DEO
-40.07%
Each filing
155 positions| Filed | Ticker | You paid | Now | Worth | Return |
|---|---|---|---|---|---|
| Mar 25, 2021 105d after trading | FDN 4.71 sh | $212.38 | $301.32 | $1,419 | +41.88% |
| Jan 22, 2021 43d after trading | FDN 4.48 sh | $223.27 | $301.32 | $1,350 | +34.96% |
| Dec 15, 2020 15d after trading | AAL 58.79 sh | $17.01 | $12.76 | $750 | -24.99% |
| Dec 15, 2020 15d after trading | LUV 21.54 sh | $46.42 | $41.66 | $897 | -10.25% |
| Dec 15, 2020 15d after trading | DRI 8.74 sh | $114.43 | $197.66 | $1,727 | +72.73% |
| Dec 4, 2020 59d after trading | CVX 10.72 sh | $93.28 | $211.98 | $2,273 | +127.25% |
| Dec 4, 2020 59d after trading | CVX 10.72 sh | $93.28 | $211.98 | $2,273 | +127.25% |
| Dec 4, 2020 49d after trading | AAPL 8.18 sh | $122.25 | $336.64 | $2,754 | +175.37% |
| Dec 4, 2020 49d after trading | AAPL 8.18 sh | $122.25 | $336.64 | $2,754 | +175.37% |
| Dec 4, 2020 49d after trading | JNJ 6.65 sh | $150.27 | $261.44 | $1,740 | +73.98% |
| Dec 4, 2020 49d after trading | JNJ 6.65 sh | $150.27 | $261.44 | $1,740 | +73.98% |
| Sep 8, 2020 29d after trading | XLV 9.62 sh | $103.96 | $170.81 | $1,643 | +64.30% |
| Sep 8, 2020 29d after trading | AEP 12.66 sh | $78.98 | $122.81 | $1,555 | +55.50% |
| Sep 8, 2020 29d after trading | JNJ 6.79 sh | $147.26 | $261.44 | $1,775 | +77.54% |
| Sep 4, 2020 65d after trading | AAPL 8.27 sh | $120.96 | $336.64 | $2,783 | +178.31% |
| Sep 4, 2020 65d after trading | PFE 28.99 sh | $34.50 | $28.28 | $820 | -18.02% |
| Sep 4, 2020 65d after trading | AMZN 6.07 sh | $164.73 | $262.43 | $1,593 | +59.31% |
| Jul 10, 2020 39d after trading | PNC 9.84 sh | $101.60 | $219.21 | $2,158 | +115.76% |
| Jul 10, 2020 39d after trading | PNC 9.84 sh | $101.60 | $219.21 | $2,158 | +115.76% |
| Jul 10, 2020 38d after trading | PNC 9.84 sh | $101.60 | $219.21 | $2,158 | +115.76% |
| Jul 10, 2020 31d after trading | EFV 24.66 sh | $40.55 | $78.19 | $1,928 | +92.82% |
| Jul 10, 2020 31d after trading | VV 6.77 sh | $147.70 | $359.19 | $2,432 | +143.19% |
| Jul 10, 2020 31d after trading | ISD 74.07 sh | $13.50 | $11.70 | $867 | -13.33% |
| Jun 9, 2020 29d after trading | JNJ 6.85 sh | $145.96 | $261.44 | $1,791 | +79.12% |
| Jun 9, 2020 21d after trading | JPM 9.05 sh | $110.54 | $332.99 | $3,012 | +201.24% |
| Jun 9, 2020 21d after trading | VZ 17.28 sh | $57.86 | $41.65 | $720 | -28.02% |
| Jun 9, 2020 21d after trading | JPM 9.05 sh | $110.54 | $332.99 | $3,012 | +201.24% |
| Jun 9, 2020 21d after trading | SKYY 14.03 sh | $71.27 | $174.89 | $2,454 | +145.38% |
| Jun 9, 2020 21d after trading | SKYY 14.03 sh | $71.27 | $174.89 | $2,454 | +145.38% |
| Jun 9, 2020 21d after trading | SKYY 14.03 sh | $71.27 | $174.89 | $2,454 | +145.38% |
| Jun 9, 2020 14d after trading | SKYY 14.03 sh | $71.27 | $174.89 | $2,454 | +145.38% |
| Jun 9, 2020 14d after trading | USMC 32.4 sh | $30.86 | $78.10 | $2,531 | +153.09% |
| Jun 9, 2020 14d after trading | USMC 32.4 sh | $30.86 | $78.10 | $2,531 | +153.09% |
| Jun 9, 2020 14d after trading | USMC 32.4 sh | $30.86 | $78.10 | $2,531 | +153.09% |
| Jun 9, 2020 14d after trading | USMC 32.4 sh | $30.86 | $78.10 | $2,531 | +153.09% |
| May 4, 2020 12d after trading | EMR 18.42 sh | $54.29 | $161.83 | $2,981 | +198.08% |
| May 4, 2020 12d after trading | CVX 10.94 sh | $91.44 | $211.98 | $2,318 | +131.82% |
| May 4, 2020 12d after trading | MPC 31.72 sh | $31.53 | $455.03 | $14,432 | +1343.17% |
| Apr 6, 2020 42d after trading | SPY 3.78 sh | $264.86 | $778.10 | $2,938 | +193.78% |
| Apr 6, 2020 42d after trading | SPY 3.78 sh | $264.86 | $778.10 | $2,938 | +193.78% |
| Apr 6, 2020 42d after trading | USMC 37.02 sh | $27.01 | $78.10 | $2,892 | +189.16% |
| Apr 6, 2020 42d after trading | USMC 37.02 sh | $27.01 | $78.10 | $2,892 | +189.16% |
| Apr 6, 2020 42d after trading | VPU 8.15 sh | $122.75 | $179.15 | $1,459 | +45.95% |
| Apr 6, 2020 42d after trading | VPU 8.15 sh | $122.75 | $179.15 | $1,459 | +45.95% |
| Mar 10, 2020 29d after trading | SPY 3.47 sh | $288.42 | $778.10 | $2,698 | +169.78% |
| Mar 10, 2020 29d after trading | VPU 7.17 sh | $139.45 | $179.15 | $1,285 | +28.47% |
| Mar 10, 2020 29d after trading | VPU 7.17 sh | $139.45 | $179.15 | $1,285 | +28.47% |
| Mar 10, 2020 29d after trading | QQQ 4.9 sh | $204.11 | $751.27 | $3,681 | +268.07% |
| Mar 10, 2020 29d after trading | USMC 35.09 sh | $28.50 | $78.10 | $2,740 | +174.05% |
| Mar 10, 2020 21d after trading | VPU 7.17 sh | $139.45 | $179.15 | $1,285 | +28.47% |
| Mar 10, 2020 14d after trading | VPU 7.17 sh | $139.45 | $179.15 | $1,285 | +28.47% |
| Feb 7, 2020 66d after trading | SDY 9.31 sh | $107.43 | $149.04 | $1,387 | +38.73% |
| Feb 7, 2020 22d after trading | IVZ 54.88 sh | $18.22 | $29.51 | $1,620 | +61.96% |
| Dec 16, 2019 39d after trading | SPY 3.13 sh | $319.50 | $778.10 | $2,435 | +143.54% |
| Dec 16, 2019 39d after trading | USMC 32.07 sh | $31.18 | $78.10 | $2,505 | +150.49% |
| Nov 12, 2019 33d after trading | VDC 6.44 sh | $155.18 | $228.90 | $1,475 | +47.51% |
| Nov 12, 2019 33d after trading | VPU 7.34 sh | $136.29 | $179.15 | $1,314 | +31.45% |
| Nov 12, 2019 33d after trading | FDL 30.87 sh | $32.39 | $49.77 | $1,537 | +53.66% |
| Nov 12, 2019 33d after trading | SDY 9.47 sh | $105.62 | $149.04 | $1,411 | +41.11% |
| Nov 12, 2019 33d after trading | FDL 30.87 sh | $32.39 | $49.77 | $1,537 | +53.66% |
| Nov 12, 2019 22d after trading | SDY 9.47 sh | $105.62 | $149.04 | $1,411 | +41.11% |
| Nov 12, 2019 22d after trading | SDY 9.47 sh | $105.62 | $149.04 | $1,411 | +41.11% |
| Nov 12, 2019 22d after trading | SDY 9.47 sh | $105.62 | $149.04 | $1,411 | +41.11% |
| Oct 8, 2019 12d after trading | VPU 7.06 sh | $141.62 | $179.15 | $1,265 | +26.50% |
| Sep 17, 2019 34d after trading | SPY 3.32 sh | $300.92 | $778.10 | $2,586 | +158.57% |
| Aug 5, 2019 12d after trading | USMC 35.63 sh | $28.07 | $78.10 | $2,782 | +178.24% |
| Aug 5, 2019 12d after trading | USMC 35.63 sh | $28.07 | $78.10 | $2,782 | +178.24% |
| Aug 5, 2019 12d after trading | USMC 35.63 sh | $28.07 | $78.10 | $2,782 | +178.24% |
| Aug 5, 2019 12d after trading | USMC 35.63 sh | $28.07 | $78.10 | $2,782 | +178.24% |
| Aug 5, 2019 12d after trading | USMC 35.63 sh | $28.07 | $78.10 | $2,782 | +178.24% |
| Aug 5, 2019 12d after trading | VDC 6.78 sh | $147.60 | $228.90 | $1,551 | +55.08% |
| Aug 5, 2019 12d after trading | VDC 6.78 sh | $147.60 | $228.90 | $1,551 | +55.08% |
| Aug 5, 2019 12d after trading | VDC 6.78 sh | $147.60 | $228.90 | $1,551 | +55.08% |
| May 6, 2019 18d after trading | AAPL 19.19 sh | $52.12 | $336.64 | $6,459 | +545.89% |
| May 6, 2019 18d after trading | JPM 8.69 sh | $115.09 | $332.99 | $2,893 | +189.33% |
| May 6, 2019 18d after trading | DIS 7.41 sh | $135.00 | $108.05 | $800 | -19.96% |
| Apr 2, 2019 29d after trading | XOM 12.29 sh | $81.38 | $168.94 | $2,076 | +107.59% |
| Apr 2, 2019 29d after trading | TRV 7.31 sh | $136.81 | $368.75 | $2,695 | +169.53% |
| Apr 2, 2019 8d after trading | T 41.86 sh | $23.89 | $22.18 | $928 | -7.16% |
| Mar 4, 2019 55d after trading | WMT 30.66 sh | $32.62 | $111.35 | $3,414 | +241.39% |
| Mar 4, 2019 55d after trading | INTU 4.02 sh | $249.00 | $302.75 | $1,216 | +21.59% |
| Jan 3, 2019 13d after trading | WM 11.3 sh | $88.48 | $208.83 | $2,360 | +136.02% |
| Jan 3, 2019 13d after trading | PFE 25.07 sh | $39.89 | $28.28 | $709 | -29.10% |
| Jan 3, 2019 13d after trading | AEP 13.74 sh | $72.77 | $122.81 | $1,688 | +68.76% |
| Jan 3, 2019 13d after trading | VZ 17.79 sh | $56.22 | $41.65 | $741 | -25.92% |
| Jan 3, 2019 10d after trading | FDN 8.77 sh | $114.08 | $301.32 | $2,641 | +164.13% |
| Jan 3, 2019 10d after trading | SPY 4.09 sh | $244.21 | $778.10 | $3,186 | +218.62% |
| Jan 3, 2019 10d after trading | DIA 4.41 sh | $226.72 | $516.11 | $2,276 | +127.64% |
| Jan 3, 2019 10d after trading | QQQ 6.67 sh | $149.82 | $751.27 | $5,014 | +401.45% |
| Dec 5, 2018 33d after trading | HD 5.68 sh | $175.96 | $290.74 | $1,652 | +65.23% |
| Dec 5, 2018 33d after trading | JNJ 6.85 sh | $145.91 | $261.44 | $1,792 | +79.18% |
| Dec 5, 2018 33d after trading | JPM 9.51 sh | $105.19 | $332.99 | $3,166 | +216.56% |
| Dec 5, 2018 14d after trading | FDN 8 sh | $124.99 | $301.32 | $2,411 | +141.08% |
| Dec 5, 2018 14d after trading | QQQ 5.99 sh | $166.89 | $751.27 | $4,502 | +350.16% |
| Dec 5, 2018 14d after trading | DIA 4 sh | $249.72 | $516.11 | $2,067 | +106.68% |
| Nov 12, 2018 32d after trading | QQQ 6.01 sh | $166.33 | $751.27 | $4,517 | +351.67% |
| Nov 12, 2018 27d after trading | FDN 8.13 sh | $123.04 | $301.32 | $2,449 | +144.90% |
| Nov 12, 2018 27d after trading | DIA 3.93 sh | $254.22 | $516.11 | $2,030 | +103.02% |
| Nov 12, 2018 17d after trading | AMZN 12.22 sh | $81.84 | $262.43 | $3,207 | +220.65% |
| Jul 9, 2018 377d after trading | AAPL 20.99 sh | $47.65 | $336.64 | $7,066 | +606.56% |
| Jul 9, 2018 18d after trading | TJX 20.9 sh | $47.85 | $138.76 | $2,900 | +189.99% |
| Jul 9, 2018 18d after trading | INTU 4.81 sh | $207.73 | $302.75 | $1,457 | +45.74% |
| Jun 4, 2018 34d after trading | PEP 9.99 sh | $100.12 | $125.97 | $1,258 | +25.82% |
| May 10, 2018 29d after trading | VPU 8.89 sh | $112.44 | $179.15 | $1,593 | +59.33% |
| May 10, 2018 17d after trading | NOC 3.06 sh | $326.41 | $480.72 | $1,473 | +47.27% |
| May 10, 2018 17d after trading | SYK 5.92 sh | $168.97 | $277.33 | $1,641 | +64.13% |
| Apr 3, 2018 26d after trading | TRV 7.3 sh | $136.99 | $368.75 | $2,692 | +169.18% |
| Apr 3, 2018 25d after trading | TRV 7.3 sh | $136.99 | $368.75 | $2,692 | +169.18% |
| Apr 3, 2018 22d after trading | TRV 7.3 sh | $136.99 | $368.75 | $2,692 | +169.18% |
| Apr 3, 2018 21d after trading | TRV 7.3 sh | $136.99 | $368.75 | $2,692 | +169.18% |
| Mar 2, 2018 23d after trading | MSFT 10.75 sh | $93.05 | $535.07 | $5,750 | +475.03% |
| Mar 2, 2018 23d after trading | V 8.28 sh | $120.77 | $385.45 | $3,192 | +219.16% |
| Mar 2, 2018 17d after trading | SPY 3.72 sh | $269.08 | $778.10 | $2,892 | +189.17% |
| Mar 2, 2018 17d after trading | QQQ 6.02 sh | $165.99 | $751.27 | $4,526 | +352.60% |
| Mar 2, 2018 17d after trading | DIA 4.08 sh | $245.35 | $516.11 | $2,104 | +110.36% |
| Mar 2, 2018 16d after trading | FDN 8.08 sh | $123.80 | $301.32 | $2,434 | +143.39% |
| Mar 2, 2018 16d after trading | QQQ 6.02 sh | $165.99 | $751.27 | $4,526 | +352.60% |
| Mar 2, 2018 4d after trading | ZTS 12.3 sh | $81.28 | $74.81 | $920 | -7.96% |
| Mar 2, 2018 4d after trading | SYK 6.22 sh | $160.80 | $277.33 | $1,725 | +72.47% |
| Mar 2, 2018 4d after trading | ACN 6.35 sh | $157.50 | $209.06 | $1,327 | +32.74% |
| Mar 2, 2018 4d after trading | AAPL 22.7 sh | $44.05 | $336.64 | $7,642 | +664.18% |
| Mar 2, 2018 4d after trading | NOC 2.92 sh | $343.05 | $480.72 | $1,401 | +40.13% |
| Feb 2, 2018 21d after trading | XOM 11.83 sh | $84.53 | $168.94 | $1,999 | +99.86% |
| Feb 2, 2018 21d after trading | ADP 8.43 sh | $118.57 | $270.88 | $2,285 | +128.46% |
| Feb 2, 2018 21d after trading | MO 14.41 sh | $69.40 | $71.68 | $1,033 | +3.29% |
| Feb 2, 2018 21d after trading | ACN 6.37 sh | $156.90 | $209.06 | $1,332 | +33.24% |
| Feb 2, 2018 21d after trading | ZTS 13.02 sh | $76.78 | $74.81 | $974 | -2.57% |
| Feb 2, 2018 21d after trading | WM 11.56 sh | $86.53 | $208.83 | $2,413 | +141.34% |
| Feb 2, 2018 21d after trading | PEP 8.43 sh | $118.67 | $125.97 | $1,062 | +6.15% |
| Feb 2, 2018 17d after trading | ACN 6.37 sh | $156.90 | $209.06 | $1,332 | +33.24% |
| Feb 2, 2018 17d after trading | WM 11.56 sh | $86.53 | $208.83 | $2,413 | +141.34% |
| Feb 2, 2018 17d after trading | ADP 8.43 sh | $118.57 | $270.88 | $2,285 | +128.46% |
| Feb 2, 2018 17d after trading | ZTS 13.02 sh | $76.78 | $74.81 | $974 | -2.57% |
| Jan 4, 2018 27d after trading | UNH 4.46 sh | $224.45 | $379.30 | $1,690 | +68.99% |
| Jan 4, 2018 27d after trading | DEO 6.91 sh | $144.72 | $86.73 | $599 | -40.07% |
| Jan 4, 2018 24d after trading | DEO 6.91 sh | $144.72 | $86.73 | $599 | -40.07% |
| Jan 4, 2018 23d after trading | DEO 6.91 sh | $144.72 | $86.73 | $599 | -40.07% |
| Dec 6, 2017 21d after trading | NOC 3.33 sh | $300.20 | $480.72 | $1,601 | +60.13% |
| Dec 6, 2017 6d after trading | T 36.67 sh | $27.27 | $22.18 | $813 | -18.68% |
| Nov 4, 2017 31d after trading | PNC 7.22 sh | $138.59 | $219.21 | $1,582 | +58.17% |
| Oct 4, 2017 56d after trading | V 9.5 sh | $105.31 | $385.45 | $3,660 | +266.01% |
| Oct 4, 2017 41d after trading | PM 8.98 sh | $111.42 | $201.19 | $1,806 | +80.57% |
| Oct 4, 2017 41d after trading | KO 21.98 sh | $45.50 | $88.05 | $1,935 | +93.52% |
| Oct 4, 2017 40d after trading | KO 21.98 sh | $45.50 | $88.05 | $1,935 | +93.52% |
| Oct 4, 2017 40d after trading | PM 8.98 sh | $111.42 | $201.19 | $1,806 | +80.57% |
| Aug 2, 2017 15d after trading | VZ 20.74 sh | $48.21 | $41.65 | $864 | -13.61% |
| May 3, 2017 14d after trading | IBM 6.59 sh | $151.65 | $227.13 | $1,498 | +49.77% |
| May 3, 2017 14d after trading | IBM 6.59 sh | $151.65 | $227.13 | $1,498 | +49.77% |
| Apr 2, 2017 9d after trading | AXP 12.72 sh | $78.59 | $308.17 | $3,921 | +292.12% |
| Apr 2, 2017 9d after trading | UNH 6.04 sh | $165.59 | $379.30 | $2,291 | +129.06% |
| Apr 2, 2017 9d after trading | UNH 6.04 sh | $165.59 | $379.30 | $2,291 | +129.06% |
| Apr 2, 2017 9d after trading | AXP 12.72 sh | $78.59 | $308.17 | $3,921 | +292.12% |
| Feb 6, 2017 19d after trading | PM 10 sh | $100.00 | $201.19 | $2,012 | +101.19% |
| Feb 6, 2017 19d after trading | SPG 5.49 sh | $182.07 | $199.42 | $1,095 | +9.53% |
| Feb 6, 2017 19d after trading | SPG 5.49 sh | $182.07 | $199.42 | $1,095 | +9.53% |
A backtest, not a forecast. Every purchase gets the same stake because filings disclose a range, not a size. It ignores their sales, dividends, fees and taxes — each of which flatters the result, and 243 purchases could not be priced and are excluded.
Follow K. Michael Conaway by email
K. Michael Conaway's new stock disclosures, with the rest of the week's filings. One email a week, free.
Unsubscribe with one click from any email.
Most traded
By number of disclosed transactions
Disclosed transactions
712 in total, newest first
| Asset | Amount | |
|---|---|---|
American Small Cap World Fund | buyOpen | — |
American New Economy FundF S LOCATION: … | buyOpen | $50K – $100K |
A I C best of my knowledge and belief. … | buyOpen | $50K – $100K |
Investment Company of AmericaF S LOCATI… | buyOpen | $50K – $100K |
iShares Core Dividend growth ETF (DgRO)… | buyOpen | $50K – $100K |
Capital World growth & Income FundF S L… | buyOpen | $50K – $100K |
American Mutual FundF S LOCATION: US DE… | buyOpen | $50K – $100K |
American balanced FundF S LOCATION: US … | buyOpen | $50K – $100K |
AMCAP FundF S LOCATION: US DESCRIPTION:… | buyOpen | $50K – $100K |
Fundamental Investors CL AF S LOCATION:… | buyOpen | $50K – $100K |
a i c g f e d c b I CERTIFY that the s… | buyOpen | $50K – $100K |
goldman Sachs Activebeta U.S. Large Cap… | buyOpen | $15K – $50K |
buyOpen | $15K – $50K | |
Vanguard Div Appreciation ETF (VIg)F IL… | buyOpen | $50K – $100K |
goldman Sachs Activebeta U.S. Large Cap… | buyOpen | $15K – $50K |
buyOpen | $15K – $50K | |
buyOpen | $15K – $50K | |
iShares Core Dividend growth ETF (DgRO)… | buyOpen | $15K – $50K |
buyOpen | $15K – $50K | |
buyOpen | $15K – $50K | |
* For the complete list of asset type a… | sellReduce | $1K – $15K |
a * For the complete list of asset type… | sellReduce | $15K – $50K |
The blackstone group Inc. Class A (bX)F… | sellReduce | $15K – $50K |
buyOpen | $15K – $50K | |
buyOpen | $50K – $100K | |
First Trust Cloud Computing ETF | buyOpen | — |
sellReduce | $15K – $50K | |
buyOpen | $15K – $50K | |
buyOpen | $15K – $50K | |
Noble Energy Inc. (NbL)F S d UbHOLdINg … | buyOpen | $15K – $50K |
Noble Energy Inc. (NbL)F S d UbHOLdINg … | buyOpen | $1K – $15K |
buyOpen | $1K – $15K | |
buyOpen | $15K – $50K | |
JPMORgAN CHASE & CO FIX/FLT JR SbRdNTd … | buyOpen | $15K – $50K |
Abbott Laboratories (AbT)F S UbHOLdINg … | buyOpen | $15K – $50K |
Abbott Laboratories (AbT)F S UbHOLdINg … | buyOpen | $50K – $100K |
bANK NOVA SCOTIA 0% 1Y: LKd EURO STOXX … | sellReduce | $15K – $50K |
Vanguard Consumer Staples ETF (VdC)F S … | sellReduce | $15K – $50K |
Vanguard Consumer Staples ETF (VdC)F S … | sellReduce | $15K – $50K |
Vanguard Consumer Staples ETF (VdC)F S … | sellReduce | $50K – $100K |
Principal U.S. Mega-Cap ETF | buyOpen | $1K – $15K |
First Trust NASdAQ Cybersecurity ETF (C… | buyOpen | $15K – $50K |
FIFTH THIRd bANCORP FIX TO FLT JR SbRdN… | buyOpen | $15K – $50K |
sellReduce | $15K – $50K | |
a * For the complete list of asset type… | sellReduce | $50K – $100K |
sellReduce | $15K – $50K | |
sellReduce | $15K – $50K | |
sellReduce | $15K – $50K | |
sellReduce | $15K – $50K | |
sellReduce | $15K – $50K | |
sellReduce | $15K – $50K | |
Alphabet Inc. - Class A (gOOgL)F S UbHO… | buyOpen | $15K – $50K |
FT divers Income & growth Fall 15F S LO… | sellspouseReduce | $100K – $250K |
sellReduce | $15K – $50K | |
U.S. bancorp (USb)F S UbHOLdINg ILINg S… | sellReduce | $50K – $100K |
buyOpen | $50K – $100K | |
SPdR S&P dividend ETF (SdY)F S UbHOLdIN… | buyOpen | $15K – $50K |
SPdR S&P dividend ETF (SdY)F S UbHOLdIN… | buyOpen | $15K – $50K |
SPdR bloomberg barclays Convertible Sec… | buyOpen | $50K – $100K |
sellReduce | $15K – $50K | |
sellReduce | $50K – $100K | |
buyspouseOpen | $15K – $50K | |
iShares Core dividend growth ETF (dgRO)… | buyspouseOpen | $50K – $100K |
duke Energy Corporation (dUK)F S UbHOLd… | buyspouseOpen | $15K – $50K |
sellReduce | $15K – $50K | |
buyspouseOpen | $15K – $50K | |
AMERICAN FUNdS THE TAX EXEMPT bONd FUNd… | buyspouseOpen | $1K – $15K |
sellReduce | $15K – $50K | |
buyOpen | $15K – $50K | |
Home depot, Inc. (Hd)F S UbHOLdINg ILIN… | sellReduce | $50K – $100K |
buyOpen | $15K – $50K | |
buyOpen | $50K – $100K | |
"CITIgROUP INC PERPETUAL FIX/FLT bONdS … | buyOpen | $100K – $250K |
JPMORgAN FEDERAL MONEY MARKET FUNDF S L… | buyspouseOpen | $1K – $15K |
sellspouseReduce | $15K – $50K | |
JPMORgAN FEDERAL MONEY MARKET FUNDF S L… | buyspouseOpen | $15K – $50K |
buyOpen | $1K – $15K | |
buyspouseOpen | $15K – $50K | |
JPMORgAN FEDERAL MONEY MARKET FUNDF S L… | sellspouseReduce | $15K – $50K |
sellspouseReduce | $1K – $15K | |
buyspouseOpen | $15K – $50K | |
iShares MSCI EAFE growth ETF (EFg)F S U… | sellspouseReduce | $1K – $15K |
buyOpen | $15K – $50K | |
sellReduce | $15K – $50K | |
U.S. bancorp (USb)F S UbHOLDINg ILINg S… | buyOpen | $50K – $100K |
sellReduce | $1K – $15K | |
buyOpen | $15K – $50K | |
buyOpen | $15K – $50K | |
The blackstone group Inc. Class a (bX)F… | buyOpen | $15K – $50K |
The blackstone group Inc. Class a (bX)F… | buyOpen | $50K – $100K |
buyOpen | $15K – $50K | |
buyOpen | $1K – $15K | |
buyOpen | $15K – $50K | |
buyOpen | $1K – $15K | |
goldman Sachs activebeta U.S. Large Cap… | sellReduce | $15K – $50K |
goldman Sachs activebeta U.S. Large Cap… | sellReduce | $15K – $50K |
buyOpen | $15K – $50K | |
buyOpen | $15K – $50K | |
Vanguard div appreciation ETF (VIg)F S … | buyOpen | $15K – $50K |
Vanguard div appreciation ETF (VIg)F S … | buyspouseOpen | $15K – $50K |
Source: the original filing