Shelley Capito Stock Trades

SenateFollow

WV · Republican

Disclosed trades

473

Estimated volume

$4.9M

sum of bracket midpoints

Typical delay

34 days

trade to filing

Last filed

Aug 4, 2026

What their buys are worth now

152 disclosed purchases, valued at the latest close

Return

+54.6%

on paper

Gain

+$949.6K

unrealised

Disclosed cost

$1.7M

at bracket midpoints

Worth now

$2.7M

close of Oct 9, 2026

If Shelley Capito 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. 14 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 152 disclosed purchases — $152,000 invested — would be worth

$244,891

+$92,891 (+61.11%)

Positions

152

equally weighted

Their own timing

+71.74%

entering on their trade date

Best

MSFT

+326.35%

Worst

VFC

-83.06%

Each filing

152 positions

Filed	Ticker	You paid	They paid	Now	Worth	Return
Apr 12, 2026 15d after trading	MA 1.97 sh	$508.58	$494.00	$589.14	$1,158	+15.84%
Apr 4, 2026 24d after trading	AXP 3.27 sh	$305.73	$305.99	$308.17	$1,008	+0.80%
Apr 4, 2026 23d after trading	PNC 4.69 sh	$213.14	$202.69	$219.21	$1,028	+2.85%
Mar 4, 2026 23d after trading	AVGO 3.15 sh	$317.53	$343.94	$361.54	$1,139	+13.86%
Dec 4, 2025 21d after trading	META 1.51 sh	$661.53	$609.89	$718.67	$1,086	+8.64%
Nov 4, 2025 11d after trading	LLY 1.1 sh	$906.86	$825.45	$1,179.27	$1,300	+30.04%
Sep 3, 2025 33d after trading	SHW 2.75 sh	$363.03	$343.41	$319.36	$880	-12.03%
Sep 3, 2025 33d after trading	PLD 9.01 sh	$110.95	$104.91	$129.49	$1,167	+16.71%
Aug 4, 2025 34d after trading	AXP 3.35 sh	$298.59	$322.53	$308.17	$1,032	+3.21%
Aug 4, 2025 6d after trading	GOOGL 5.13 sh	$195.04	$195.75	$351.66	$1,803	+80.30%
Aug 4, 2025 6d after trading	META 1.29 sh	$776.37	$700.00	$718.67	$926	-7.43%
Jun 13, 2025 36d after trading	GOOGL 5.73 sh	$174.67	$154.28	$351.66	$2,013	+101.33%
May 7, 2025 8d after trading	GOOGL 6.61 sh	$151.38	$160.16	$351.66	$2,323	+132.30%
Apr 10, 2025 15d after trading	META 1.83 sh	$546.29	$610.98	$718.67	$1,316	+31.55%
Apr 10, 2025 15d after trading	CEG 4.89 sh	$204.49	$216.97	$298.07	$1,458	+45.76%
Mar 6, 2025 30d after trading	CEG 4.81 sh	$207.69	$306.33	$298.07	$1,435	+43.52%
Jan 6, 2025 25d after trading	AVGO 4.23 sh	$236.41	$180.66	$361.54	$1,529	+52.93%
Jan 6, 2025 10d after trading	GE 5.8 sh	$172.45	$170.08	$308.20	$1,787	+78.72%
Nov 12, 2024 35d after trading	CSL 2.21 sh	$453.04	$460.46	$320.36	$707	-29.29%
Sep 5, 2024 9d after trading	AVGO 6.54 sh	$152.82	$161.39	$361.54	$2,366	+136.58%
Sep 5, 2024 8d after trading	NKE 12.37 sh	$80.83	$82.79	$34.71	$429	-57.06%
Aug 11, 2024 41d after trading	AVGO 6.73 sh	$148.62	$164.08	$361.54	$2,433	+143.26%
Mar 15, 2024 21d after trading	SBUX 11.1 sh	$90.12	$95.62	$90.75	$1,007	+0.70%
Mar 15, 2024 17d after trading	ZTS 5.79 sh	$172.57	$199.00	$74.81	$434	-56.65%
Jan 12, 2024 42d after trading	SPGI 2.42 sh	$413.43	$399.24	$407.82	$986	-1.36%
Jan 12, 2024 42d after trading	CMCSA 24.82 sh	$40.29	$39.56	$20.66	$513	-48.72%
Jan 12, 2024 42d after trading	CSCO 19.86 sh	$50.34	$48.47	$118.39	$2,352	+135.18%
Jan 12, 2024 42d after trading	CVX 6.79 sh	$147.27	$144.81	$211.98	$1,439	+43.94%
Oct 14, 2023 22d after trading	UNH 1.86 sh	$538.03	$506.10	$379.30	$705	-29.50%
Oct 14, 2023 22d after trading	ACN 3.28 sh	$305.34	$316.09	$209.06	$685	-31.53%
Oct 14, 2023 17d after trading	SPGI 2.88 sh	$347.72	$343.48	$407.82	$1,173	+17.28%
Jul 17, 2023 33d after trading	NKE 9.2 sh	$108.71	$112.86	$34.71	$319	-68.07%
Jul 17, 2023 33d after trading	AAPL 5.15 sh	$193.99	$183.95	$336.64	$1,735	+73.53%
Aug 10, 2022 40d after trading	COST 1.85 sh	$539.82	$485.76	$946.92	$1,754	+75.41%
Aug 10, 2022 30d after trading	GWW 1.77 sh	$564.97	$477.71	$1,289.79	$2,283	+128.29%
Jul 15, 2022 44d after trading	CMS 15.11 sh	$66.20	$70.83	$65.49	$989	-1.07%
Jan 21, 2022 37d after trading	AMGN 4.39 sh	$227.72	$219.25	$414.87	$1,822	+82.18%
Jan 15, 2022 31d after trading	AMGN 4.28 sh	$233.83	$219.25	$414.87	$1,774	+77.42%
Nov 12, 2021 30d after trading	PPG 6.19 sh	$161.64	$154.68	$103.96	$643	-35.68%
Sep 15, 2021 21d after trading	AAPL 6.71 sh	$149.03	$148.36	$336.64	$2,259	+125.89%
Jul 16, 2021 23d after trading	JPM 6.58 sh	$151.91	$151.12	$332.99	$2,192	+119.20%
Jul 16, 2021 23d after trading	AAPL 6.83 sh	$146.39	$133.70	$336.64	$2,300	+129.96%
Jul 16, 2021 22d after trading	USB 17.49 sh	$57.17	$56.88	$57.08	$998	-0.16%
Apr 12, 2021 40d after trading	UBSI 25.52 sh	$39.19	$39.00	$45.46	$1,160	+16.00%
Apr 12, 2021 34d after trading	USB 17.34 sh	$57.68	$52.90	$57.08	$990	-1.04%
Apr 12, 2021 34d after trading	BLK 1.24 sh	$807.98	$722.00	$1,082.39	$1,340	+33.96%
Apr 12, 2021 34d after trading	JPM 6.41 sh	$155.95	$151.83	$332.99	$2,135	+113.52%
Apr 12, 2021 19d after trading	WFC 24.53 sh	$40.77	$38.12	$83.55	$2,049	+104.93%
Mar 14, 2021 19d after trading	UBSI 24.89 sh	$40.17	$37.64	$45.46	$1,132	+13.17%
Jan 12, 2021 12d after trading	AMT 4.65 sh	$214.91	$224.46	$182.24	$848	-15.20%
Jan 12, 2021 12d after trading	PSX 13.56 sh	$73.74	$69.94	$278.18	$3,772	+277.24%
Jan 12, 2021 12d after trading	UNH 2.8 sh	$357.37	$350.68	$379.30	$1,061	+6.14%
Jul 14, 2020 19d after trading	WFC 41.24 sh	$24.25	$27.37	$83.55	$3,445	+244.54%
Apr 29, 2020 57d after trading	MSFT 5.64 sh	$177.43	$164.51	$535.07	$3,016	+201.57%
Apr 29, 2020 57d after trading	JPM 10.22 sh	$97.86	$116.96	$332.99	$3,403	+240.27%
Apr 29, 2020 57d after trading	ABT 10.84 sh	$92.28	$77.99	$99.60	$1,079	+7.93%
Apr 29, 2020 57d after trading	JNJ 6.66 sh	$150.24	$135.59	$261.44	$1,740	+74.01%
Jan 27, 2020 49d after trading	TFC 18.29 sh	$54.68	$54.72	$46.11	$843	-15.67%
Jan 12, 2020 27d after trading	CMCSA 23.3 sh	$42.92	$40.80	$20.66	$481	-51.87%
May 9, 2019 468d after trading	RYAAY 34.62 sh	$28.89	$48.90	$54.24	$1,878	+87.76%
May 9, 2019 468d after trading	RYAAY 34.62 sh	$28.89	$48.90	$54.24	$1,878	+87.76%
May 9, 2019 468d after trading	SLB 24.83 sh	$40.27	$77.61	$48.95	$1,216	+21.55%
May 9, 2019 468d after trading	SLB 24.83 sh	$40.27	$77.61	$48.95	$1,216	+21.55%
May 9, 2019 468d after trading	INTC 21.45 sh	$46.62	$50.08	$104.70	$2,246	+124.58%
May 9, 2019 468d after trading	INTC 21.45 sh	$46.62	$50.08	$104.70	$2,246	+124.58%
May 9, 2019 400d after trading	MDLZ 19.47 sh	$51.35	$42.07	$60.41	$1,176	+17.64%
May 9, 2019 400d after trading	APD 4.89 sh	$204.44	$162.13	$281.26	$1,376	+37.58%
May 9, 2019 399d after trading	BDX 5.67 sh	$176.25	$168.84	$183.75	$1,043	+4.25%
May 9, 2019 399d after trading	BLK 2.15 sh	$464.22	$538.40	$1,082.39	$2,332	+133.16%
May 9, 2019 399d after trading	CVX 8.25 sh	$121.19	$117.29	$211.98	$1,749	+74.92%
May 9, 2019 399d after trading	CB 7.01 sh	$142.65	$135.77	$341.20	$2,392	+139.19%
May 9, 2019 399d after trading	CSCO 18.9 sh	$52.92	$41.82	$118.39	$2,237	+123.72%
May 9, 2019 399d after trading	CLX 6.8 sh	$146.96	$130.25	$83.80	$570	-42.98%
May 9, 2019 399d after trading	CL 14.11 sh	$70.85	$71.81	$88.27	$1,246	+24.59%
May 9, 2019 399d after trading	EMR 14.97 sh	$66.80	$68.41	$161.83	$2,423	+142.26%
May 9, 2019 399d after trading	ES 14.19 sh	$70.45	$60.01	$65.73	$933	-6.70%
May 9, 2019 399d after trading	GD 5.81 sh	$172.05	$221.22	$331.27	$1,925	+92.54%
May 9, 2019 399d after trading	ITW 6.6 sh	$151.56	$158.72	$264.13	$1,743	+74.27%
May 9, 2019 399d after trading	JNJ 7.21 sh	$138.73	$130.71	$261.44	$1,885	+88.45%
May 9, 2019 399d after trading	LOW 9.41 sh	$106.29	$88.75	$186.00	$1,750	+74.99%
May 9, 2019 399d after trading	MDT 11.35 sh	$88.14	$79.70	$88.48	$1,004	+0.39%
May 9, 2019 399d after trading	MSFT 7.97 sh	$125.50	$92.38	$535.07	$4,264	+326.35%
May 9, 2019 399d after trading	JPM 8.89 sh	$112.52	$111.88	$332.99	$2,959	+195.94%
May 9, 2019 399d after trading	NEE 21.21 sh	$47.15	$41.00	$77.38	$1,641	+64.11%
May 9, 2019 399d after trading	NSC 4.93 sh	$202.71	$133.70	$317.79	$1,568	+56.77%
May 9, 2019 399d after trading	PAYX 11.86 sh	$84.31	$62.14	$103.98	$1,233	+23.33%
May 9, 2019 399d after trading	PEP 7.93 sh	$126.05	$110.57	$125.97	$999	-0.06%
May 9, 2019 399d after trading	PSX 11.66 sh	$85.75	$97.77	$278.18	$3,244	+224.41%
May 9, 2019 399d after trading	PII 11.13 sh	$89.87	$118.60	$51.60	$574	-42.58%
May 9, 2019 399d after trading	SYY 13.6 sh	$73.55	$60.31	$78.14	$1,062	+6.24%
May 9, 2019 399d after trading	MMM 6.82 sh	$146.56	$182.83	$159.96	$1,091	+9.15%
May 9, 2019 399d after trading	USB 19.19 sh	$52.12	$51.08	$57.08	$1,095	+9.52%
May 9, 2019 399d after trading	VFC 11.29 sh	$88.55	$72.97	$15.00	$169	-83.06%
May 9, 2019 399d after trading	WMT 30.14 sh	$33.18	$29.27	$111.35	$3,356	+235.59%
May 9, 2019 399d after trading	WEC 12.91 sh	$77.47	$63.37	$103.74	$1,339	+33.91%
May 9, 2019 399d after trading	AFL 19.81 sh	$50.49	$43.70	$114.54	$2,269	+126.86%
May 9, 2019 399d after trading	T 43.58 sh	$22.95	$27.30	$22.18	$967	-3.34%
May 9, 2019 399d after trading	ABT 13.09 sh	$76.42	$59.86	$99.60	$1,303	+30.33%
May 9, 2019 399d after trading	ACN 5.73 sh	$174.46	$151.57	$209.06	$1,198	+19.83%
May 9, 2019 399d after trading	AMGN 5.78 sh	$172.87	$172.00	$414.87	$2,400	+139.99%
May 9, 2019 399d after trading	ADI 9.05 sh	$110.55	$90.94	$406.19	$3,674	+267.43%
May 9, 2019 399d after trading	ADP 6.23 sh	$160.57	$117.51	$270.88	$1,687	+68.70%
May 9, 2019 398d after trading	MCD 5.06 sh	$197.73	$161.25	$235.23	$1,190	+18.97%
May 9, 2019 380d after trading	CL 14.11 sh	$70.85	$66.63	$88.27	$1,246	+24.59%
May 9, 2019 380d after trading	WEC 12.91 sh	$77.47	$62.60	$103.74	$1,339	+33.91%
May 9, 2019 380d after trading	WMT 30.14 sh	$33.18	$28.84	$111.35	$3,356	+235.59%
May 9, 2019 380d after trading	VFC 11.29 sh	$88.55	$73.47	$15.00	$169	-83.06%
May 9, 2019 380d after trading	USB 19.19 sh	$52.12	$50.42	$57.08	$1,095	+9.52%
May 9, 2019 380d after trading	MMM 6.82 sh	$146.56	$168.17	$159.96	$1,091	+9.15%
May 9, 2019 380d after trading	TGT 13.31 sh	$75.11	$70.53	$153.64	$2,046	+104.55%
May 9, 2019 380d after trading	SYY 13.6 sh	$73.55	$61.93	$78.14	$1,062	+6.24%
May 9, 2019 380d after trading	QCOM 11.94 sh	$83.78	$49.94	$175.50	$2,095	+109.48%
May 9, 2019 380d after trading	PG 9.59 sh	$104.24	$72.50	$151.23	$1,451	+45.08%
May 9, 2019 380d after trading	PII 11.13 sh	$89.87	$109.56	$51.60	$574	-42.58%
May 9, 2019 380d after trading	PSX 11.66 sh	$85.75	$109.23	$278.18	$3,244	+224.41%
May 9, 2019 380d after trading	PEP 7.93 sh	$126.05	$101.44	$125.97	$999	-0.06%
May 9, 2019 380d after trading	PAYX 11.86 sh	$84.31	$59.95	$103.98	$1,233	+23.33%
May 9, 2019 380d after trading	NVS 12.35 sh	$80.98	$68.99	$143.75	$1,775	+77.51%
May 9, 2019 380d after trading	NSC 4.93 sh	$202.71	$134.97	$317.79	$1,568	+56.77%
May 9, 2019 380d after trading	NKE 12.05 sh	$82.98	$66.97	$34.71	$418	-58.17%
May 9, 2019 380d after trading	NEE 21.21 sh	$47.15	$40.54	$77.38	$1,641	+64.11%
May 9, 2019 380d after trading	JPM 8.89 sh	$112.52	$110.41	$332.99	$2,959	+195.94%
May 9, 2019 380d after trading	MSFT 7.97 sh	$125.50	$93.12	$535.07	$4,264	+326.35%
May 9, 2019 380d after trading	MDT 11.35 sh	$88.14	$79.37	$88.48	$1,004	+0.39%
May 9, 2019 380d after trading	MCD 5.06 sh	$197.73	$157.32	$235.23	$1,190	+18.97%
May 9, 2019 380d after trading	LOW 9.41 sh	$106.29	$82.91	$186.00	$1,750	+74.99%
May 9, 2019 380d after trading	JNJ 7.21 sh	$138.73	$126.19	$261.44	$1,885	+88.45%
May 9, 2019 380d after trading	IBM 7.73 sh	$129.39	$139.16	$227.13	$1,755	+75.54%
May 9, 2019 380d after trading	ITW 6.6 sh	$151.56	$149.65	$264.13	$1,743	+74.27%
May 9, 2019 380d after trading	GIS 19.45 sh	$51.41	$44.37	$32.29	$628	-37.19%
May 9, 2019 380d after trading	GD 5.81 sh	$172.05	$222.02	$331.27	$1,925	+92.54%
May 9, 2019 380d after trading	FDS 3.59 sh	$278.42	$193.09	$287.18	$1,031	+3.15%
May 9, 2019 380d after trading	XOM 13.03 sh	$76.77	$78.35	$168.94	$2,201	+120.06%
May 9, 2019 380d after trading	ES 14.19 sh	$70.45	$59.44	$65.73	$933	-6.70%
May 9, 2019 380d after trading	EMR 14.97 sh	$66.80	$68.30	$161.83	$2,423	+142.26%
May 9, 2019 380d after trading	CLX 6.8 sh	$146.96	$114.96	$83.80	$570	-42.98%
May 9, 2019 380d after trading	CSCO 18.9 sh	$52.92	$43.74	$118.39	$2,237	+123.72%
May 9, 2019 380d after trading	CB 7.01 sh	$142.65	$136.10	$341.20	$2,392	+139.19%
May 9, 2019 380d after trading	CVX 8.25 sh	$121.19	$122.54	$211.98	$1,749	+74.92%
May 9, 2019 380d after trading	BLK 2.15 sh	$464.22	$513.70	$1,082.39	$2,332	+133.16%
May 9, 2019 380d after trading	BDX 5.67 sh	$176.25	$177.08	$183.75	$1,043	+4.25%
May 9, 2019 380d after trading	ADP 6.23 sh	$160.57	$116.32	$270.88	$1,687	+68.70%
May 9, 2019 380d after trading	ADI 9.05 sh	$110.55	$87.65	$406.19	$3,674	+267.43%
May 9, 2019 380d after trading	AMGN 5.78 sh	$172.87	$171.94	$414.87	$2,400	+139.99%
May 9, 2019 380d after trading	APD 4.89 sh	$204.44	$164.00	$281.26	$1,376	+37.58%
May 9, 2019 380d after trading	ACN 5.73 sh	$174.46	$151.07	$209.06	$1,198	+19.83%
May 9, 2019 380d after trading	ABT 13.09 sh	$76.42	$58.31	$99.60	$1,303	+30.33%
May 9, 2019 380d after trading	T 43.58 sh	$22.95	$26.44	$22.18	$967	-3.34%
May 9, 2019 380d after trading	AFL 19.81 sh	$50.49	$45.17	$114.54	$2,269	+126.86%
Apr 17, 2019 44d after trading	KO 21.15 sh	$47.28	$45.65	$88.05	$1,862	+86.23%
Jan 11, 2019 29d after trading	PG 10.9 sh	$91.77	$96.49	$151.23	$1,648	+64.79%
Jan 11, 2019 29d after trading	PEP 9.25 sh	$108.16	$118.35	$125.97	$1,165	+16.47%

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 14 purchases could not be priced and are excluded.

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Committees

What they oversee — the context a trade is read against

Bills they sponsored

Legislation introduced under their own name, newest first

S5653Sep 30, 2026
Bipartisan American Affordability and Jobs Act of 2026
Read twice and referred to the Committee on Energy and Natural Resources.
S5243Social WelfareAug 5, 2026
A bill to provide for the automatic establishment of Trump accounts using information collected under the Enumeration at Birth Program of the Social Security Administration.
Read twice and referred to the Committee on Finance.
S5207HealthAug 3, 2026
RCORP Authorization Act
Read twice and referred to the Committee on Health, Education, Labor, and Pensions.
S4949Water Resources DevelopmentJul 13, 2026
Water Resources Development Act of 2026
Placed on Senate Legislative Calendar under General Orders. Calendar No. 457.
SRES750Transportation and Public WorksMay 21, 2026
A resolution recognizing "National Public Works Week" and the contributions of public works professionals.
Submitted in the Senate, considered, and agreed to without amendment and with a preamble by Unanimous Consent. (consideration: CR S2452; text: CR S2446)
S4221TaxationMar 26, 2026
Ensuring Better Interest Treatment and Deductibility Act (EBITDA)
Read twice and referred to the Committee on Finance.
S4036HealthMar 10, 2026
AADAPT Act
Read twice and referred to the Committee on Health, Education, Labor, and Pensions.
S3472EducationDec 15, 2025
National Strategy for School Security Act of 2025
Read twice and referred to the Committee on Homeland Security and Governmental Affairs.
SRES537Armed Forces and National SecurityDec 9, 2025
A resolution honoring the service and sacrifice of United States Army Specialist Sarah Beckstrom and United States Air Force Staff Sergeant Andrew Wolfe, who were tragically shot in Washington, D.C., in a targeted assault against United States service members on November 26, 2025.
Submitted in the Senate, considered, and agreed to without amendment and with a preamble by Unanimous Consent. (consideration: CR S8580; text: CR S8579)
SJRES96Public Lands and Natural ResourcesNov 19, 2025
A joint resolution requesting the Secretary of the Interior to authorize unique and one-time arrangements for displays on the National Mall and the Washington Monument during the period beginning on December 31, 2025, and ending on January 5, 2026.
Read twice and referred to the Committee on Energy and Natural Resources.
S3209Armed Forces and National SecurityNov 19, 2025
NOPAIN for Veterans Act
Read twice and referred to the Committee on Veterans' Affairs.
S2587Economics and Public FinanceJul 31, 2025
Departments of Labor, Health and Human Services, and Education, and Related Agencies Appropriations Act, 2026
Placed on Senate Legislative Calendar under General Orders. Calendar No. 140.

Campaign finance

Reported to the FEC, through Jun 30, 2026

Raised

$4.6M

Spent

$2.6M

Cash on hand

$4.4M

From PACs

$1.7M

committee contributions

Exact figures, unlike the trade amounts on this page — campaign finance is reported to the dollar, a STOCK Act filing only ever as a bracket. Covers Shelley Capito's own campaign committee and not outside spending on their behalf.

Recent votes

What they actually did, with the date to read a trade against

Date	Measure	Question	Vote
Sep 30, 2026	PN1129	Confirmation: Keith Sonderling, of F.L., to be Secretary of Labor	Yea
Sep 30, 2026	PN1129	Motion to Invoke Cloture: Keith Sonderling to be Secretary of Labor	Yea
Sep 30, 2026	H.R. 9340	Motion to Invoke Cloture on the Motion to Proceed to H.R. 9340	Yea
Sep 30, 2026	H.R. 7008	Motion to Invoke Cloture on the Motion to Proceed: H.R. 7008	Yea
Sep 29, 2026	S.Res. 852	Motion to Discharge S. Res. 852	Nay
Sep 29, 2026	S.J.Res. 197	Motion to Proceed to S.J. Res. 197	Nay
Sep 28, 2026	S. 4668	S. 4668, as amended	Yea
Sep 28, 2026	Roll 249	Booker Amdt. No. 6835	Nay
Sep 28, 2026	Roll 248	Booker Amdt. No. 6805	Nay
Sep 28, 2026	Roll 247	Kennedy Amdt. No. 6760	Nay

Most traded

By number of disclosed transactions

MSFT37x · $394K AAPL20x · $184.5K LOW12x · $96K JPM12x · $96K WFC11x · $210.5K C11x · $137K INTC10x · $153.5K BLK8x · $64K

Disclosed transactions

473 in total, newest first

Asset		Amount	Traded	Filed	Note
CSCO	sellspouseReduce	$1K – $15K	Jul 21, 2026	Aug 4, 2026 14 days later	—
KO	sellspouseReduce	$1K – $15K	Jul 21, 2026	Aug 4, 2026 14 days later	—
INTC	sellspouseReduce	$1K – $15K	Jul 21, 2026	Aug 4, 2026 14 days later	—
AAPL	sellspouseReduce	$1K – $15K	Jul 21, 2026	Aug 4, 2026 14 days later	—
MSFT	sellspouseReduce	$15K – $50K	Jul 21, 2026	Aug 4, 2026 14 days later	—
Citigroup New Inc (C)	sellspouseClose	$1K – $15K	Jun 16, 2026	Jul 6, 2026 20 days later	—
AAPL	sellspouseReduce	$1K – $15K	Apr 17, 2026	May 7, 2026 20 days later	—
CEG	sellspouseReduce	$1K – $15K	Apr 17, 2026	May 7, 2026 20 days later	—
AVGO	sellspouseReduce	$1K – $15K	Apr 13, 2026	May 7, 2026 24 days later	—
FDS	sellspouseClose	$1K – $15K	Mar 31, 2026	Apr 4, 2026 4 days later	—
MA	buyspouseOpen	$1K – $15K	Mar 28, 2026	Apr 12, 2026 15 days later	—
FDS	sellspouseReduce	$1K – $15K	Mar 26, 2026	Apr 4, 2026 9 days later	—
FDS	sellspouseReduce	$1K – $15K	Mar 25, 2026	Apr 4, 2026 10 days later	—
PNC	buyspouseOpen	$1K – $15K	Mar 12, 2026	Apr 4, 2026 23 days later	—
AXP	buyspouseOpen	$1K – $15K	Mar 11, 2026	Apr 4, 2026 24 days later	—
ITW	sellspouseReduce	$1K – $15K	Feb 24, 2026	Mar 4, 2026 8 days later	—
PAYX	sellspouseClose	$1K – $15K	Feb 20, 2026	Mar 4, 2026 12 days later	—
ADI	sellspouseReduce	$1K – $15K	Feb 10, 2026	Mar 4, 2026 22 days later	—
BLK	sellspouseReduce	$1K – $15K	Feb 10, 2026	Mar 4, 2026 22 days later	—
GOOGL - Alphabet Inc. - Class C Capital…	buyspouseOpen	$1K – $15K	Feb 9, 2026	Mar 4, 2026 23 days later	—
AVGO	buyspouseOpen	$1K – $15K	Feb 9, 2026	Mar 4, 2026 23 days later	—
SBUX	sellspouseReduce	$1K – $15K	Jan 28, 2026	Feb 5, 2026 8 days later	—
GOOGL	sellspouseReduce	$1K – $15K	Dec 16, 2025	Jan 6, 2026 21 days later	—
AAPL	sellspouseReduce	$1K – $15K	Dec 16, 2025	Jan 6, 2026 21 days later	—
MSFT	sellspouseReduce	$1K – $15K	Dec 16, 2025	Jan 6, 2026 21 days later	—
K	sellspouseClose	$1K – $15K	Dec 11, 2025	Jan 6, 2026 26 days later	Merged with Mars, Incorporated
LOW	sellspouseReduce	$1K – $15K	Nov 13, 2025	Dec 4, 2025 21 days later	—
PAYX	sellspouseReduce	$1K – $15K	Nov 13, 2025	Dec 4, 2025 21 days later	—
META	buyspouseOpen	$1K – $15K	Nov 13, 2025	Dec 4, 2025 21 days later	—
Citigroup Inc New (C)	sellspouseReduce	$1K – $15K	Oct 29, 2025	Nov 4, 2025 6 days later	—
IBM	sellspouseReduce	$15K – $50K	Oct 29, 2025	Nov 4, 2025 6 days later	—
MSFT	sellspouseClose	$15K – $50K	Oct 29, 2025	Nov 4, 2025 6 days later	—
LLY	buyspouseOpen	$1K – $15K	Oct 24, 2025	Nov 4, 2025 11 days later	—
MSFT	sellspouseReduce	$1K – $15K	Oct 22, 2025	Nov 4, 2025 13 days later	—
LOW	sellspouseReduce	$1K – $15K	Oct 21, 2025	Nov 4, 2025 14 days later	—
PAYX	sellspouseReduce	$1K – $15K	Oct 21, 2025	Nov 4, 2025 14 days later	—
LOW	sellspouseReduce	$1K – $15K	Oct 20, 2025	Nov 4, 2025 15 days later	—
CVX	sellspouseReduce	$1K – $15K	Oct 17, 2025	Nov 4, 2025 18 days later	—
COST	sellspouseReduce	$1K – $15K	Oct 17, 2025	Nov 4, 2025 18 days later	—
AAPL	sellspouseReduce	$15K – $50K	Sep 18, 2025	Oct 5, 2025 17 days later	—
MSFT	sellspouseReduce	$15K – $50K	Sep 18, 2025	Oct 5, 2025 17 days later	—
BLK	sellspouseReduce	$1K – $15K	Aug 4, 2025	Sep 3, 2025 30 days later	—
PLD	buyspouseOpen	$1K – $15K	Aug 1, 2025	Sep 3, 2025 33 days later	—
SHW	buyspouseOpen	$1K – $15K	Aug 1, 2025	Sep 3, 2025 33 days later	—
GD	sellspouseReduce	$1K – $15K	Jul 31, 2025	Aug 4, 2025 4 days later	—
PPG	sellspouseClose	$1K – $15K	Jul 31, 2025	Aug 4, 2025 4 days later	—
CL	sellspouseClose	$1K – $15K	Jul 31, 2025	Aug 4, 2025 4 days later	—
PPG	sellspouseReduce	$1K – $15K	Jul 30, 2025	Aug 4, 2025 5 days later	—
GOOGL	buyspouseOpen	$1K – $15K	Jul 29, 2025	Aug 4, 2025 6 days later	—
META	buyspouseOpen	$1K – $15K	Jul 29, 2025	Aug 4, 2025 6 days later	—
AFL	sellspouseReduce	$1K – $15K	Jul 18, 2025	Aug 4, 2025 17 days later	—
AAPL	sellspouseReduce	$1K – $15K	Jul 18, 2025	Aug 4, 2025 17 days later	—
MSFT	sellspouseReduce	$1K – $15K	Jul 18, 2025	Aug 4, 2025 17 days later	—
JPM	sellspouseReduce	$1K – $15K	Jul 18, 2025	Aug 4, 2025 17 days later	—
AVGO	sellspouseReduce	$1K – $15K	Jul 18, 2025	Aug 4, 2025 17 days later	—
CB	sellspouseReduce	$1K – $15K	Jul 17, 2025	Aug 4, 2025 18 days later	—
AXP	buyspouseOpen	$15K – $50K	Jul 1, 2025	Aug 4, 2025 34 days later	—
UNH	sellspouseClose	$1K – $15K	Jun 23, 2025	Jul 4, 2025 11 days later	—
C	sellspouseReduce	$1K – $15K	Jun 18, 2025	Jul 4, 2025 16 days later	—
XOM	sellspouseReduce	$1K – $15K	Jun 18, 2025	Jul 4, 2025 16 days later	—
MSFT	sellspouseReduce	$1K – $15K	Jun 18, 2025	Jul 4, 2025 16 days later	—
WFC	sellspouseClose	$1K – $15K	Jun 18, 2025	Jul 4, 2025 16 days later	—
ADI	sellspouseReduce	$1K – $15K	Jun 18, 2025	Jul 4, 2025 16 days later	—
GOOGL	buyspouseOpen	$1K – $15K	May 8, 2025	Jun 13, 2025 36 days later	—
GOOGL	buyspouseOpen	$1K – $15K	Apr 29, 2025	May 7, 2025 8 days later	—
TGT	sellspouseClose	$1K – $15K	Apr 11, 2025	May 7, 2025 26 days later	—
NKE	sellspouseClose	$1K – $15K	Apr 10, 2025	May 7, 2025 27 days later	—
CEG	buyspouseOpen	$1K – $15K	Mar 26, 2025	Apr 10, 2025 15 days later	—
META	buyspouseOpen	$1K – $15K	Mar 26, 2025	Apr 10, 2025 15 days later	—
Meta Platforms Inc	buyspouseOpen	$1K – $15K	Feb 25, 2025	Mar 6, 2025 9 days later	—
ABT	sellspouseReduce	$1K – $15K	Feb 24, 2025	Mar 6, 2025 10 days later	—
ACN	sellspouseReduce	$1K – $15K	Feb 24, 2025	Mar 6, 2025 10 days later	—
CMCSA	sellspouseClose	$1K – $15K	Feb 24, 2025	Mar 6, 2025 10 days later	—
AAPL	sellspouseReduce	$1K – $15K	Feb 5, 2025	Mar 6, 2025 29 days later	—
MSFT	sellspouseReduce	$1K – $15K	Feb 4, 2025	Mar 6, 2025 30 days later	—
CEG	buyspouseOpen	$1K – $15K	Feb 4, 2025	Mar 6, 2025 30 days later	—
AFL	sellspouseReduce	$1K – $15K	Jan 17, 2025	Feb 13, 2025 27 days later	—
AAPL	sellspouseReduce	$1K – $15K	Jan 17, 2025	Feb 13, 2025 27 days later	—
BLK	sellspouseReduce	$1K – $15K	Jan 17, 2025	Feb 13, 2025 27 days later	—
CB	sellspouseReduce	$1K – $15K	Jan 17, 2025	Feb 13, 2025 27 days later	—
GWW	sellspouseReduce	$1K – $15K	Jan 17, 2025	Feb 13, 2025 27 days later	—
ITW	sellspouseReduce	$1K – $15K	Jan 17, 2025	Feb 13, 2025 27 days later	—
LOW	sellspouseReduce	$1K – $15K	Jan 17, 2025	Feb 13, 2025 27 days later	—
MSFT	sellspouseReduce	$1K – $15K	Jan 17, 2025	Feb 13, 2025 27 days later	—
JPM	sellspouseReduce	$1K – $15K	Jan 17, 2025	Feb 13, 2025 27 days later	—
PSX	sellspouseReduce	$1K – $15K	Jan 17, 2025	Feb 13, 2025 27 days later	—
Analog Devices	sellspouseReduce	$1K – $15K	Jan 13, 2025	Feb 13, 2025 31 days later	—
MSFT	sellspouseReduce	$1K – $15K	Jan 3, 2025	Feb 13, 2025 41 days later	—
GE	buyspouseOpen	$1K – $15K	Dec 27, 2024	Jan 6, 2025 10 days later	—
UNH	sellspouseReduce	$1K – $15K	Dec 20, 2024	Jan 6, 2025 17 days later	—
MSFT	sellspouseReduce	$1K – $15K	Dec 16, 2024	Jan 6, 2025 21 days later	—
LOW	sellspouseReduce	$1K – $15K	Dec 13, 2024	Jan 6, 2025 24 days later	—
AVGO	buyspouseOpen	$1K – $15K	Dec 12, 2024	Jan 6, 2025 25 days later	—
CSL	buyspouseOpen	$1K – $15K	Oct 8, 2024	Nov 12, 2024 35 days later	—
NSC	sellspouseClose	$1K – $15K	Sep 25, 2024	Oct 5, 2024 10 days later	—
ACN	sellspouseReduce	$1K – $15K	Sep 20, 2024	Oct 5, 2024 15 days later	—
AAPL	sellspouseReduce	$1K – $15K	Sep 20, 2024	Oct 5, 2024 15 days later	—
GWW	sellspouseReduce	$1K – $15K	Sep 20, 2024	Oct 5, 2024 15 days later	—
MSFT	sellspouseReduce	$1K – $15K	Sep 20, 2024	Oct 5, 2024 15 days later	—
NKE	sellspouseReduce	$1K – $15K	Sep 20, 2024	Oct 5, 2024 15 days later	—

Source: the original filing