Business · Congress trades · House

Dean Phillips

Every stock trade Dean Phillips reported under the STOCK Act since 2020, and how each did against the S&P 500.

Trades504
Buys / sales262 / 239
Estimated volume$9.8MMiddle of each reported range
Trades that beat the market48.3%141 of 292: did better than the same money in the S&P 500 that day
Typical trade vs. the market−8.8%The middle trade: half did better, half worse
Disclosed late0Reported more than 45 days after the trade

Members report each trade as a dollar range, not an exact amount; volume uses the middle of each range. "Vs. the market since" is the stock's move from the trade date to today minus the S&P 500's: +10% means the trade did 10 points better than putting the same money in the S&P 500 that day. For a sale it's reversed, so a sale scores well when the stock then lagged. Prices exclude dividends. Trades by spouses and children count.

Best-timed trade

PWR · bought April 2, 2020, $1,001 - $15,000

+1777.3% vs. the S&P 500 since

Worst-timed trade

WDC · sold some August 10, 2020, $1,001 - $15,000

−1032.3% vs. the S&P 500 since

The portfolio against the market

Our rebuild of the household's disclosed stocks and options since December 31, 2019: +111.8% against +132.0% for the S&P 500. Hover for any quarter.

PortfolioS&P 500 (SPY)
-50%0%+50%+100%+150%2020202120222023202420252026December 31, 2019: portfolio +0.0%, S&P 500 +0.0%March 31, 2020: portfolio −21.3%, S&P 500 −19.9%June 30, 2020: portfolio −13.7%, S&P 500 −4.2%September 30, 2020: portfolio −6.3%, S&P 500 +4.0%December 31, 2020: portfolio +10.3%, S&P 500 +16.2%March 31, 2021: portfolio +22.7%, S&P 500 +23.1%June 30, 2021: portfolio +28.4%, S&P 500 +33.0%September 30, 2021: portfolio +28.5%, S&P 500 +33.3%December 31, 2021: portfolio +38.7%, S&P 500 +47.6%March 31, 2022: portfolio +32.8%, S&P 500 +40.3%June 30, 2022: portfolio +8.2%, S&P 500 +17.2%September 30, 2022: portfolio +1.8%, S&P 500 +11.0%December 31, 2022: portfolio +13.6%, S&P 500 +18.8%March 31, 2023: portfolio +16.2%, S&P 500 +27.2%June 30, 2023: portfolio +22.2%, S&P 500 +37.7%September 30, 2023: portfolio +17.8%, S&P 500 +32.8%December 31, 2023: portfolio +36.4%, S&P 500 +47.7%March 31, 2024: portfolio +49.2%, S&P 500 +62.5%June 30, 2024: portfolio +47.8%, S&P 500 +69.1%September 30, 2024: portfolio +60.5%, S&P 500 +78.3%December 31, 2024: portfolio +61.3%, S&P 500 +82.1%March 31, 2025: portfolio +51.8%, S&P 500 +73.8%June 30, 2025: portfolio +73.3%, S&P 500 +92.0%September 30, 2025: portfolio +81.6%, S&P 500 +107.0%December 31, 2025: portfolio +79.1%, S&P 500 +111.9%March 31, 2026: portfolio +77.2%, S&P 500 +102.1%June 30, 2026: portfolio +111.8%, S&P 500 +132.0%

Compare with funds and other members · how we rebuild it is on that page.

What they still hold

By our estimate: every reported buy less every reported sale, at today's prices. Positions from before 2020 are missing.

StockShare of portfolioWorth about
ETNEaton Corporation7.2%$170K
PWRQuanta Services7.1%$167K
AMDAMD6.4%$152K
ANETArista Networks4.3%$102K
RCLRoyal Caribbean Group3.8%$90K
URIUnited Rentals3.7%$87K
GSGoldman Sachs2.0%$48K
AAPLApple Inc.1.9%$45K
ABTAbbott Laboratories1.9%$45K
MMacy's, Inc.1.8%$44K
MSMorgan Stanley1.8%$43K
NTRSNorthern Trust1.8%$43K

Most traded: CMCSA (11), WFC (10), ACN (9), SCHW (9), SNE (7), ETN (7), CB (6), LUV (6)

Every trade

TradedWhatStockAmountVs. the market since
July 2, 2024SoldS O: - Fialko, LLC L: Minneapolis/Hennepin, MN, US D$1,001 - $15,0001–
June 27, 2024Sold someOutsell, Inc.$1,000,001 - $5,000,0001–
May 21, 2024BoughtArcadia Medal Investors, LP$500,001 - $1,000,0002–
September 1, 2021SoldCapital One Financial Co Var Rt 12/01/2165 dtd 05/14/2015$15,001 - $50,0003–
July 21, 2021SoldAlexion Pharmaceuticals, Inc. (AlXN)$1,001 - $15,0004–
July 21, 2021ExchangedAZNg fedcF IlINg S TATuS : New AstraZeneca PlC - American Depositary Shar$1,001 - $15,0004–
June 15, 2021SoldMetlife, Inc Var Rt 12/15/2165 dtd06/01/2015$50,001 - $100,0005–
May 17, 2021SoldDigital Realty Trust Inc PFD$1,001 - $15,0006–
April 15, 2021SoldMorgan Stanley Rt 07/15/2165 dtd03/19/2015$250,001 - $500,0007–
April 15, 2021SoldfedcF IlINg S TATuS : New D ESCRIPTION : Preferred security u.S. Banco$15,001 - $50,0007–
April 15, 2021SoldVARfedcF IlINg S TATuS : New D ESCRIPTION : Preferred security Varian Med$1,001 - $15,0007–
March 15, 2021Sold someg fedcF IlINg S TATuS : New State Street Corp Var Rt 09/15/2165 dtd 05$1,001 - $15,0008–
March 15, 2021SoldfedcF IlINg S TATuS : New D ESCRIPTION : Preferred security Wachovia C$250,001 - $500,0008–
February 19, 2021BoughtfedcF IlINg S TATuS : New D ESCRIPTION : Preferred security Citigroup $1,001 - $15,0009–
February 19, 2021SoldfedcF IlINg S TATuS : New D ESCRIPTION : Preferred security Citigroup $1,001 - $15,0009–
February 16, 2021Sold somefedcF IlINg S TATuS : New D ESCRIPTION : Preferred security Citigroup $1,001 - $15,0009–
February 10, 2021BoughtCitigroup Inc. Var Rt P erp Mat dtd02/18/2021$1,001 - $15,0009–
February 5, 2021SoldfedcF IlINg S TATuS : New D ESCRIPTION : Preferred security goldman Sa$250,001 - $500,0009–
January 26, 2021BoughtfedcbF IlINg S TATuS : New S uBHOlDINg O F : - Trust 1 SVB Financial g$1,001 - $15,00010–
January 26, 2021Sold someg fedcbF IlINg S TATuS : New uS Bancorp VAR RT Perp Mat dtd 11/23/2015$1,001 - $15,00010–
January 25, 2021Sold someHONfedcF IlINg S TATuS : New D ESCRIPTION : Preferred security Honeywell $1,001 - $15,00010+95.3%
January 21, 2021Sold somePCARg fedcF IlINg S TATuS : New PACCAR Inc. (PCAR)$1,001 - $15,00010+32.5%
January 19, 2021SoldfedcF IlINg S TATuS : New S uBHOlDINg O F : - Trust 1 goldman Sachs gr$1,001 - $15,00010–
January 19, 2021BoughtfedcF IlINg S TATuS : New D ESCRIPTION : Preferred security Wells Farg$15,001 - $50,00010–
January 12, 2021SoldACNg fedcF IlINg S TATuS : New Accenture plc Class A Ordin aryShares (ACN$1,001 - $15,00010+114.9%
January 12, 2021Sold someg fedcF IlINg S TATuS : New Booking Holdings Inc. (BKNg)$1,001 - $15,00010–
January 12, 2021BoughtFMSg fedcF IlINg S TATuS : New Fresenius Medical C are Ag (FMS)$1,001 - $15,00010−151.2%
January 11, 2021Sold someACNfedcbF IlINg S TATuS : New S uBHOlDINg O F : - Trust 1 Accenture plc C$1,001 - $15,00010+115.6%
January 11, 2021Sold someCBg fedcbF IlINg S TATuS : New S uBHOlDINg O F : - Trust 1 Chubb limited$1,001 - $15,00010−29.6%
January 11, 2021BoughtFMSS uBHOlDINg O F : - Trust 1 Fresenius Medical C are Ag (FMS)$1,001 - $15,00010−151.2%
January 8, 2021Sold someACNfedcbF IlINg S TATuS : New S uBHOlDINg O F : - Trust 1 Accenture plc C$1,001 - $15,00010+115.5%
January 8, 2021Boughtg fedcF IlINg S TATuS : New Arch Capital group ltd. (A Cgl)$1,001 - $15,00010–
January 8, 2021Sold someCBg fedcF IlINg S TATuS : New S uBHOlDINg O F : - Trust 1 Chubb limited $1,001 - $15,00010−29.1%
January 7, 2021Sold someACNfedcbF IlINg S TATuS : New S uBHOlDINg O F : - Trust 1 Accenture plc C$1,001 - $15,00010+116.3%
January 7, 2021SoldTIFg fedcF IlINg S TATuS : New Tiffany & Co. (TIF)$1,001 - $15,00010–
January 5, 2021BoughtABTAbbott laboratories (ABT)$1,001 - $15,00010−112.9%
January 5, 2021BoughtABTg fedcF IlINg S TATuS : New S uBHOlDINg O F : - Trust 1 Abbott laborat$1,001 - $15,00010−112.9%
January 5, 2021BoughtAlexion Pharmaceuticals, Inc. (AlXN)$1,001 - $15,00010–
January 5, 2021Sold someg fedcF IlINg S TATuS : New American Airlines group, Inc.(AAl)$1,001 - $15,00010–
January 5, 2021Sold someTg fedcF IlINg S TATuS : New S uBHOlDINg O F : - Trust 1 AT&T Inc. (T)$1,001 - $15,00010+101.5%
January 5, 2021SoldDTEg fedcF IlINg S TATuS : New S uBHOlDINg O F : - Trust 1 DTE Energy Com$1,001 - $15,00010+80.4%
January 5, 2021Boughtg fedcbF IlINg S TATuS : New Equitable Holdings Inc.$1,001 - $15,00010–
January 5, 2021BoughtESg fedcF IlINg S TATuS : New D ESCRIPTION : Preferred security Eversour$1,001 - $15,00010−129.3%
January 5, 2021BoughtIRMfedcbF IlINg S TATuS : New S uBHOlDINg O F : - Trust 1 Iron Mountain I$1,001 - $15,00010+182.3%
January 5, 2021Boughtg fedcF IlINg S TATuS : New D ESCRIPTION : Preferred security Tesla, I$1,001 - $15,00010–
December 31, 2020Sold someg fedcF IlINg S TATuS : New D ESCRIPTION : Preferred security Selectiv$1,001 - $15,00011–
December 29, 2020Sold someg fedcF IlINg S TATuS : New D ESCRIPTION : Preferred security First Ci$1,001 - $15,00011–
December 24, 2020SoldfedcF IlINg S TATuS : New D ESCRIPTION : Corporate bond Fifth Third ba$1,001 - $15,00011–
December 22, 2020SoldfedcbF IlINg S TATuS : New S ubHOlDINg O F : - Trust 1 HD Supply Holdi$1,001 - $15,00011–
December 21, 2020Sold somefedcbF IlINg S TATuS : New S ubHOlDINg O F : - Trust 1 HD Supply Holdi$1,001 - $15,00011–
December 18, 2020SoldAKAMAkamai Technologies, Inc. (AKAM)$1,001 - $15,00011+127.1%
December 18, 2020Boughtg fedcF IlINg S TATuS : New American Airlines group, Inc.(AAl)$1,001 - $15,00011–
December 18, 2020Sold someARNCg fedcF IlINg S TATuS : New Arconic Corporation (ARNC)$1,001 - $15,00011–
December 18, 2020Sold someTg fedcbF IlINg S TATuS : New AT&T Inc. (T)$1,001 - $15,00011+103.2%
December 18, 2020Sold someg fedcF IlINg S TATuS : New baxter International Inc. (bAX)$1,001 - $15,00011–
December 18, 2020Sold someg fedcF IlINg S TATuS : New boston Scientific Corporation (bSX)$1,001 - $15,00011–
December 18, 2020BoughtCSCOCisco Systems, Inc. (CSCO)$1,001 - $15,00011+27.3%
December 18, 2020Sold someg fedcF IlINg S TATuS : New Citizens Fina ncial group, Inc.(CFg)$1,001 - $15,00011–
December 18, 2020Sold someg fedcbF IlINg S TATuS : New Citrix Systems, Inc. ( CTXS)$1,001 - $15,00011–
December 18, 2020Soldg fedcF IlINg S TATuS : New Clorox Company (ClX)$1,001 - $15,00011–
December 18, 2020Sold someEDg fedcF IlINg S TATuS : New S ubHOlDINg O F : - Trust 1 Consolidated E$1,001 - $15,00011+51.3%
December 18, 2020Soldg fedcF IlINg S TATuS : New Digital Realty Trust, Inc. (DlR)$1,001 - $15,00011–
December 18, 2020Boughtg fedcF IlINg S TATuS : New Dollar Tree, Inc. (DlTR)$1,001 - $15,00011–
December 18, 2020Sold someEQIXg fedcF IlINg S TATuS : New S ubHOlDINg O F : - Trust 1 Equinix, Inc. $1,001 - $15,00011+70.1%
December 18, 2020Sold someg fedcF IlINg S TATuS : New Fifth Third bancorp 09/3 0/2165DTD 06/05/2$1,001 - $15,00011–
December 18, 2020Sold someg fedcF IlINg S TATuS : New D ESCRIPTION : Preferred security gilead S$1,001 - $15,00011–
December 18, 2020Sold somefedcbF IlINg S TATuS : New S ubHOlDINg O F : - Trust 1 HD Supply Holdi$1,001 - $15,00011–
December 18, 2020BoughtINTCg fedcbF IlINg S TATuS : New S ubHOlDINg O F : - Trust 1 Intel Corpora$1,001 - $15,00011−8.1%
December 18, 2020SoldJKHYg fedcF IlINg S TATuS : New Jack Henry & Associates, Inc. (JKHY)$1,001 - $15,00011+112.2%
December 18, 2020SoldNIg fedcF IlINg S TATuS : New S ubHOlDINg O F : - Trust 1 NiSource Inc ($1,001 - $15,00011+24.9%
December 18, 2020Sold someCRMg fedcF IlINg S TATuS : New Salesforce.com Inc (CRM)$15,001 - $50,00011+103.2%
December 18, 2020Soldg fedcF IlINg S TATuS : New SbA Communications Corporat ion- Class A ($1,001 - $15,00011–
December 18, 2020Boughtg fedcF IlINg S TATuS : New D ESCRIPTION : Preferred security Simon Pr$1,001 - $15,00011–
December 18, 2020Boughtg fedcF IlINg S TATuS : New S ubHOlDINg O F : - Trust 1 Tesla, Inc. (T$50,001 - $100,00011–
December 18, 2020Sold someF IlINg S TATuS : New Transdigm group Incorporated Transdigm group Inc$1,001 - $15,00011–
December 18, 2020BoughtVRTXg fedcbF IlINg S TATuS : New Vertex Pharmaceuticals Incorporated (VRTX$1,001 - $15,00011+5.9%
December 17, 2020Sold someg fedcF IlINg S TATuS : New HD Supply Holdings, Inc. (H DS)$1,001 - $15,00011–
December 16, 2020BoughtCMCSAg fedcF IlINg S TATuS : New Comcast Corporation - Cl ass A(CMCSA)$1,001 - $15,00011−163.1%
December 16, 2020Sold someFirst Citizens bancshare PFD$1,001 - $15,00011–
December 16, 2020BoughtJPMg fedcF IlINg S TATuS : New JP Morgan Chase & Co. (JPM)$1,001 - $15,00011+69.6%
December 16, 2020BoughtSNEg fedcF IlINg S TATuS : New Sony Corporation (SNE)$1,001 - $15,00011–
December 10, 2020BoughtMASg fedcF IlINg S TATuS : New S ubHOlDINg O F : - Trust 1 Masco Corporat$1,001 - $15,00011−77.2%
December 9, 2020BoughtMASMasco Corporation (MAS)$1,001 - $15,00011−76.1%
December 8, 2020Boughtg fedcF IlINg S TATuS : New Charles Schwab Corp Var Rt Perp Mat Dtd 12$15,001 - $50,00011–
December 7, 2020Sold someg fedcF IlINg S TATuS : New D ESCRIPTION : Preferred security Selectiv$1,001 - $15,00011–
December 2, 2020Boughtg fedcF IlINg S TATuS : New Selective Insurance group$1,001 - $15,00011–
November 16, 2020Boughtg fedcbF IlINg S TATuS : New S ubHOlDINg O F : - Trust 1 Assurant Inc.$1,001 - $15,00012–
November 16, 2020Sold someg fedcF IlINg S TATuS : New D ESCRIPTION : Preferred security booking $1,001 - $15,00012–
November 16, 2020BoughtCMCSAfedcF IlINg S TATuS : New S ubHOlDINg O F : - Trust 1 Comcast Corporat$1,001 - $15,00012−165.7%
November 16, 2020Sold someHONHoneywell International Inc. (HON)$1,001 - $15,00012+110.8%
November 16, 2020Boughtg fedcbF IlINg S TATuS : New S ubHOlDINg O F : - Trust 1 Micron Techno$1,001 - $15,00012–
November 3, 2020SoldfedcbF IlINg S TATuS : New S ubHOlDINg O F : - Trust 1 Charles Schwab $1,001 - $15,00012–
November 2, 2020Sold someACNAccenture plc Class A Ordin aryShares (ACN)$1,001 - $15,00012+129.4%
November 2, 2020BoughtCMCSAfedcF IlINg S TATuS : New D ESCRIPTION : Preferred security Comcast Co$1,001 - $15,00012−177.3%
October 30, 2020BoughtS ubHOlDINg O F : - Trust 1 Micron Technology, Inc. (Mu)$1,001 - $15,00013–
October 27, 2020Boughtbank of America Corp 4 .38% PFD$1,001 - $15,00013–
October 22, 2020Sold somefedcF IlINg S TATuS : New D ESCRIPTION : Preferred security Charles Sc$1,001 - $15,00013–
October 15, 2020Sold somefedcF IlINg S TATuS : New D ESCRIPTION : Preferred security Charles Sc$1,001 - $15,00013–
October 13, 2020Sold somefedcF IlINg S TATuS : New D ESCRIPTION : Preferred security Metlife, I$100,001 - $250,00013–
October 2, 2020Boughtg fedcF IlINg S TATuS : New S ubHOlDINg O F : - Trust 1 Micron Technol$1,001 - $15,00013–
October 1, 2020Boughtg fedcF IlINg S TATuS : New D ESCRIPTION : Preferred security Micron T$1,001 - $15,00013–
September 23, 2020BoughtMMM3M Company (MMM)$1,001 - $15,00014−115.2%
September 23, 2020BoughtABTg fedcF IlINg S TATuS : New Abbott laboratories (ABT)$1,001 - $15,00014−137.1%
September 23, 2020BoughtAMDfedcbF IlINg S TATuS : New S uBHOlDINg O F : - Trust 1 Advanced Micro $1,001 - $15,00014+468.3%
September 23, 2020BoughtAKAMg fedcF IlINg S TATuS : New Akamai Technologies, Inc. (AKAM)$1,001 - $15,00014−159.4%
September 23, 2020Boughtg fedcF IlINg S TATuS : New Alphabet Inc. - Cl ass A (gOOgl)$1,001 - $15,00014–
September 23, 2020Boughtg fedcF IlINg S TATuS : New Alphabet Inc. - Class C Capital Stock (gOO$1,001 - $15,00014–
September 23, 2020BoughtAMZNAmazon.com, Inc. (AMZN)$1,001 - $15,00014−72.5%
September 23, 2020Boughtg fedcF IlINg S TATuS : New Apple Inc. (AAPl)$1,001 - $15,00014–
September 23, 2020BoughtTg fedcF IlINg S TATuS : New AT&T Inc. (T)$1,001 - $15,00014−127.6%
September 23, 2020Boughtg fedcF IlINg S TATuS : New Atmos Energy Corporation (A TO)$1,001 - $15,00014–
September 23, 2020BoughtBAXg fedcF IlINg S TATuS : New Baxter International Inc. (BAX)$1,001 - $15,00014−206.9%
September 23, 2020BoughtCATg fedcF IlINg S TATuS : New Caterpillar, Inc. (CAT)$1,001 - $15,00014+266.9%
September 23, 2020BoughtSCHWg fedcF IlINg S TATuS : New Charles Schwab Corporation (SCHW)$1,001 - $15,00014+31.5%
September 23, 2020Boughtg fedcF IlINg S TATuS : New Citrix Systems, Inc. ( CTXS)$1,001 - $15,00014–
September 23, 2020Boughtg fedcF IlINg S TATuS : New Clorox Company (ClX)$1,001 - $15,00014–
September 23, 2020BoughtCMEg fedcF IlINg S TATuS : New CME group Inc. - Class A (CME)$1,001 - $15,00014−58.2%
September 23, 2020BoughtCTSHfedcF IlINg S TATuS : New Cognizant Technolo gy SolutionsCorporation -$1,001 - $15,00014−140.8%
September 23, 2020BoughtEDg fedcF IlINg S TATuS : New Consolidated Edison, Inc. (ED)$1,001 - $15,00014−86.1%
September 23, 2020Boughtg fedcF IlINg S TATuS : New D ESCRIPTION : Preferred security Digital $1,001 - $15,00014–
September 23, 2020BoughtEAg fedcF IlINg S TATuS : New S uBHOlDINg O F : - Trust 1 Electronic Art$1,001 - $15,00014–
September 23, 2020BoughtEQIXg fedcF IlINg S TATuS : New Equinix, Inc. (EQIX)$1,001 - $15,00014−104.3%
September 23, 2020Boughtg fedcF IlINg S TATuS : New Estee lauder Companies, Inc. (El)$1,001 - $15,00014–
September 23, 2020BoughtFBg fedcF IlINg S TATuS : New Facebook, Inc. - Class A (FB)$1,001 - $15,00014–
September 23, 2020Boughtg fedcF IlINg S TATuS : New gilead Sciences, Inc. (gIlD)$1,001 - $15,00014–
September 23, 2020Boughtg fedcF IlINg S TATuS : New global Payments Inc. (gPN)$1,001 - $15,00014–
September 23, 2020BoughtINFOg fedcF IlINg S TATuS : New IHS Markit ltd. Common Shares (INFO)$1,001 - $15,00014–
September 23, 2020BoughtJKHYg fedcF IlINg S TATuS : New Jack Henry & Associates, Inc. (JKHY)$1,001 - $15,00014−141.1%
September 23, 2020Boughtg fedcF IlINg S TATuS : New loews Corporation (l)$1,001 - $15,00014–
September 23, 2020BoughtF IlINg S TATuS : New Mondelez International, Inc. - Class A (MDlZ)$1,001 - $15,00014–
September 23, 2020BoughtMSIg fedcF IlINg S TATuS : New Motorola Solutions, Inc. (MSI)$1,001 - $15,00014+60.7%
September 23, 2020Boughtg fedcF IlINg S TATuS : New Netflix, Inc. (NFlX)$1,001 - $15,00014–
September 23, 2020BoughtOTISg fedcF IlINg S TATuS : New Otis Worldwide Corporation (OTIS)$1,001 - $15,00014−122.7%
September 23, 2020BoughtPMfedcF IlINg S TATuS : New D ESCRIPTION : Preferred security Philip Mor$1,001 - $15,00014+25.6%
September 23, 2020BoughtROPg fedcF IlINg S TATuS : New Roper Technologies, Inc. (ROP)$1,001 - $15,00014−140.2%
September 23, 2020BoughtCRMg fedcF IlINg S TATuS : New Salesforce.com Inc (CRM)$15,001 - $50,00014−137.2%
September 23, 2020BoughtSBACg fedcF IlINg S TATuS : New SBA Communications Corporat ion- Class A ($1,001 - $15,00014−179.0%
September 23, 2020BoughtNOWg fedcF IlINg S TATuS : New ServiceNow, Inc. (NOW)$1,001 - $15,00014−77.9%
September 23, 2020BoughtF IlINg S TATuS : New T-Mobile uS, Inc. (TMuS)$1,001 - $15,00014–
September 23, 2020BoughtVRSNg fedcF IlINg S TATuS : New VeriSign, Inc. (VRSN)$1,001 - $15,00014−87.3%
September 23, 2020BoughtWFC09/02/2020 10/07/2020 $15,001 - $50,000 g fedcF IlINg S TATuS : New We$1,001 - $15,00014+123.3%
September 23, 2020Boughtg fedcF IlINg S TATuS : New Xilinx, Inc. (XlNX)$1,001 - $15,00014–
September 17, 2020Boughtg fedcF IlINg S TATuS : New Partnerre Finance B l lC VAR RT10/01/2050 $1,001 - $15,00014–
September 8, 2020SoldDigital Realty Trust Inc PFD 6.35%$15,001 - $50,00014–
September 1, 2020Sold someACNg fedcF IlINg S TATuS : New Accenture plc Class A Ordin aryShares (ACN$1,001 - $15,00014+123.2%
September 1, 2020Boughtg fedcF IlINg S TATuS : New Dollar Tree, Inc. (DlTR)$1,001 - $15,00014–
August 10, 2020BoughtANETArista Networks, Inc. (ANET)$1,001 - $15,00015+1042.8%
August 10, 2020BoughtBSXg fedcF IlINg S TATuS : New Boston Scientific Corporation (BSX)$1,001 - $15,00015−116.1%
August 10, 2020Sold someg fedcF IlINg S TATuS : New Chipotle Mexican grill, Inc. (CMg)$1,001 - $15,00015–
August 10, 2020Sold someDHRg fedcbF IlINg S TATuS : New Danaher Corporation (DHR)$1,001 - $15,00015+102.1%
August 10, 2020Boughtg fedcbF IlINg S TATuS : New DXC Technology Company ( DXC)$1,001 - $15,00015–
August 10, 2020BoughtFBg fedcF IlINg S TATuS : New Facebook, Inc. - Class A (FB)$1,001 - $15,00015–
August 10, 2020Sold someHWMg fedcF IlINg S TATuS : New Howmet Aerospace Inc. (HWM)$1,001 - $15,00015−996.7%
August 10, 2020BoughtTAP[gS] F IlINg S TATuS : New Molson Coors Beverage Compa nyClass B (TAP)$1,001 - $15,00015−127.0%
August 10, 2020BoughtNTAPg fedcF IlINg S TATuS : New NetApp, Inc. (NTAP)$1,001 - $15,00015+255.0%
August 10, 2020Sold someg fedcF IlINg S TATuS : New PayPal Holdings, Inc. (PYPl)$1,001 - $15,00015–
August 10, 2020Sold someg fedcbF IlINg S TATuS : New Transdigm group Incorporated Transdigm gr$1,001 - $15,00015–
August 10, 2020Boughtg fedcbF IlINg S TATuS : New under Armour, Inc. Class A (uA A)$1,001 - $15,00015–
August 10, 2020Boughtg fedcF IlINg S TATuS : New under Armour, Inc. Class C (uA)$1,001 - $15,00015–
August 10, 2020BoughtWBAg fedcF IlINg S TATuS : New Walgreens Boots Alliance, Inc. (WBA)$1,001 - $15,00015–
August 10, 2020Sold someWDCg fedcF IlINg S TATuS : New Western Digital Corporation (WDC)$1,001 - $15,00015−1032.3%
July 30, 2020BoughtTFCTruist Financial Corporation (TFC)$1,001 - $15,00016−113.2%
July 21, 2020Sold someg fedcF IlINg S TATuS : New Viacom Inc Var Rt 02/28/ 2057 dtd02/28/201$1,001 - $15,00016–
June 17, 2020BoughtfedcF IlINg S TATuS : New S ubHOlDINg O F : - Trust 1 Discover Finl Sv$1,001 - $15,00017–
June 8, 2020Sold someHONfedcbF IlINg S TATuS : New S ubHOlDINg O F : - Trust 1 Honeywell Inter$1,001 - $15,00017+108.1%
June 8, 2020BoughtfedcbF IlINg S TATuS : New S ubHOlDINg O F : - Trust 1 Koninklijke Phi$1,001 - $15,00017–
June 8, 2020Bought06/29/2020 07/06/2020 $15,001 - $50,000 g fedcF IlINg S TATuS : New Pr$1,001 - $15,00017–
June 5, 2020Sold someHONfedcF IlINg S TATuS : New D ESCRIPTION : Preferred security Honeywell $1,001 - $15,00017+109.7%
June 2, 2020BoughtSNEg fedcbF IlINg S TATuS : New S ubHOlDINg O F : - Trust 1 Sony Corporat$1,001 - $15,00017–
June 1, 2020BoughtCMCSAg fedcF IlINg S TATuS : New Comcast Corporation - Cl ass A(CMCSA)$1,001 - $15,00017−194.4%
June 1, 2020Sold somefedcF IlINg S TATuS : New S ubHOlDINg O F : - Trust 1 Quest Diagnost i$1,001 - $15,00017–
May 27, 2020BoughtfedcF IlINg S TATuS : New S uBHOlDINg O F : - Trust 1 Truist Fin Corp $15,001 - $50,00018–
May 27, 2020SoldWFCg fedcF IlINg S TATuS : New Wells Fargo & Company (WFC)$15,001 - $50,00018−41.8%
May 26, 2020BoughtSNEg fedcbF IlINg S TATuS : New Sony Corporation (SNE)$1,001 - $15,00018–
May 21, 2020BoughtS uBHOlDINg O F : - Trust 1 Progressive Corporation (PgR)$1,001 - $15,00018–
May 21, 2020Sold someunitedHealth group Incorporated Common Stock (uNH)$1,001 - $15,00018–
May 20, 2020Sold someEXPDg fedcF IlINg S TATuS : New Expeditors International of Washington, In$1,001 - $15,00018−9.4%
May 20, 2020Boughtg fedcF IlINg S TATuS : New S uBHOlDINg O F : - Trust 1 Progressive Co$1,001 - $15,00018–
May 20, 2020Sold somefedcF IlINg S TATuS : New S uBHOlDINg O F : - Trust 1 unitedHealth gro$1,001 - $15,00018–
May 19, 2020Boughtg fedcF IlINg S TATuS : New Progressive Corporation (PgR)$1,001 - $15,00018–
May 19, 2020Sold somefedcbF IlINg S TATuS : New S uBHOlDINg O F : - Trust 1 unitedHealth gr$1,001 - $15,00018–
May 18, 2020Boughtg fedcF IlINg S TATuS : New S uBHOlDINg O F : - Trust 1 Progressive Co$1,001 - $15,00018–
May 18, 2020Boughtg fedcF IlINg S TATuS : New unilever PlC (ul)$1,001 - $15,00018–
May 18, 2020Sold somefedcbF IlINg S TATuS : New S uBHOlDINg O F : - Trust 1 unitedHealth gr$1,001 - $15,00018–
May 15, 2020BoughtF IlINg S TATuS : New CMS Energy Corp Var Rt 06/01/2050 DTD 05/28/2020$1,001 - $15,00018–
May 15, 2020Soldg fedcF IlINg S TATuS : New goldman Sachs group Inc. Var Rt Perp Mat d$1,001 - $15,00018–
May 15, 2020Sold somefedcbF IlINg S TATuS : New S uBHOlDINg O F : - Trust 1 unitedHealth gr$1,001 - $15,00018–
May 13, 2020BoughtMMM3M Company (MMM)$1,001 - $15,00018−128.8%
May 13, 2020BoughtADSg fedcF IlINg S TATuS : New Alliance Dat a Systems Corporation(ADS)$1,001 - $15,00018–
May 13, 2020Boughtg fedcF IlINg S TATuS : New American Airlines group, Inc.(AAl)$1,001 - $15,00018–
May 13, 2020Boughtg fedcF IlINg S TATuS : New American Interna tional group, Inc.New (AI$1,001 - $15,00018–
May 13, 2020Sold someTg fedcF IlINg S TATuS : New AT&T Inc. (T)$1,001 - $15,00018+163.3%
May 13, 2020Soldg fedcF IlINg S TATuS : New Ball Corporation (Bll)$1,001 - $15,00018–
May 13, 2020Sold someCATg fedcF IlINg S TATuS : New Caterpillar, Inc. (CAT)$1,001 - $15,00018−425.4%
May 13, 2020BoughtCNPg fedcF IlINg S TATuS : New CenterPoint Energy, Inc (CNP)$1,001 - $15,00018−34.1%
May 13, 2020BoughtCMAg fedcF IlINg S TATuS : New D ESCRIPTION : Preferred security Comerica$1,001 - $15,00018–
May 13, 2020Sold someDEg fedcF IlINg S TATuS : New Deere & Company (DE)$1,001 - $15,00018−236.1%
May 13, 2020BoughtDTEg fedcF IlINg S TATuS : New DTE Energy Company (DTE)$1,001 - $15,00018−115.2%
May 13, 2020Boughtg fedcF IlINg S TATuS : New DXC Technology Company ( DXC)$1,001 - $15,00018–
May 13, 2020BoughtEMRg fedcF IlINg S TATuS : New Emerson Electric Company (EMR)$1,001 - $15,00018+37.0%
May 13, 2020BoughtFBfedcbF IlINg S TATuS : New S uBHOlDINg O F : - Trust 1 Facebook, Inc. $1,001 - $15,00018–
May 13, 2020Boughtg fedcF IlINg S TATuS : New Flowserve Corporation (FlS)$1,001 - $15,00018–
May 13, 2020BoughtBENg fedcF IlINg S TATuS : New Franklin Resources, Inc. (BEN)$1,001 - $15,00018−95.3%
May 13, 2020Sold someF IlINg S TATuS : New D ESCRIPTION : Preferred security Hartford Finan$1,001 - $15,00018–
May 13, 2020SoldIVZg fedcF IlINg S TATuS : New Invesco ltd (IVZ)$1,001 - $15,00018−151.3%
May 13, 2020Boughtg fedcF IlINg S TATuS : New loews Corporation (l)$1,001 - $15,00018–
May 13, 2020BoughtfedcF IlINg S TATuS : New lyondellBasell Industries NV Ordinary Shares$1,001 - $15,00018–
May 13, 2020Sold someTAPg fedcF IlINg S TATuS : New Molson Coors Beverage Compa nyClass B (TAP$1,001 - $15,00018+166.3%
May 13, 2020Sold someNEMg fedcF IlINg S TATuS : New Newmont Corporation (NEM)$1,001 - $15,00018+92.8%
May 13, 2020Sold someNIg fedcbF IlINg S TATuS : New NiSource Inc (NI)$1,001 - $15,00018+90.0%
May 13, 2020Sold someg fedcF IlINg S TATuS : New PayPal Holdings, Inc. (PYPl)$1,001 - $15,00018–
May 13, 2020SoldPMg fedcbF IlINg S TATuS : New Philip Morris International Inc (PM)$1,001 - $15,00018−16.5%
May 13, 2020Sold somePSAg fedcF IlINg S TATuS : New S uBHOlDINg O F : - Trust 1 Public Storage$1,001 - $15,00018+106.8%
May 13, 2020Sold someg fedcF IlINg S TATuS : New Regeneron Pharmaceutic als, Inc.(REgN)$1,001 - $15,00018–
May 13, 2020BoughtTFCfedcF IlINg S TATuS : New D ESCRIPTION : Preferred security Truist Fin$1,001 - $15,00018−126.8%
May 13, 2020Sold someg fedcF IlINg S TATuS : New u.S. Bancorp (uSB)$1,001 - $15,00018–
May 13, 2020BoughtVIACfedcbF IlINg S TATuS : New S uBHOlDINg O F : - Trust 1 ViacomCBS Inc. $1,001 - $15,00018–
May 13, 2020SoldVMCg fedcF IlINg S TATuS : New Vulcan Materials Comp any (VMC)$1,001 - $15,00018+2.8%
May 13, 2020Sold someWFCg fedcF IlINg S TATuS : New Wells Fargo & Company (WFC)$1,001 - $15,00018−93.2%
May 6, 2020Boughtg fedcF IlINg S TATuS : New Wintrust Financial Corp$1,001 - $15,00018–
April 27, 2020Boughtg fedcF IlINg s TaTus : New Charles schwab Corp Var Rt Perp Mat Dtd 04$15,001 - $50,00019–
April 24, 2020Sold someSCHWfedcF IlINg s TaTus : New D EsCRIPTION : Preferred security Charles sc$1,001 - $15,00019+6.8%
April 24, 2020SoldTELIlINg s TaTus : New s uBHOlDINg O F : - Trust 1 TE Connectivity ltd. N$1,001 - $15,00019−30.9%
April 22, 2020BoughtPHGg fedcF IlINg s TaTus : New Koninklijke Philips N.V. NY Registry share$1,001 - $15,00019−217.0%
April 22, 2020Sold someTELF IlINg s TaTus : New TE Connectivity ltd. New switzerland Registered $1,001 - $15,00019−40.0%
April 21, 2020BoughtSNEg fedcF IlINg s TaTus : New s uBHOlDINg O F : - Trust 1 sony Corporati$1,001 - $15,00019–
April 20, 2020BoughtSNEg fedcF IlINg s TaTus : New s uBHOlDINg O F : - Trust 1 sony Corporati$1,001 - $15,00019–
April 17, 2020BoughtCMCSAF IlINg s TaTus : New Comcast Corporation - Cl ass a(CMCsa)$1,001 - $15,00019−207.9%
April 17, 2020BoughtDLTRg fedcF IlINg s TaTus : New Dollar Tree, Inc. (DlTR)$1,001 - $15,00019−117.3%
April 17, 2020BoughtSNEg fedcF IlINg s TaTus : New s uBHOlDINg O F : - Trust 1 sony Corporati$1,001 - $15,00019–
April 17, 2020SoldLUVfedcF IlINg s TaTus : New s uBHOlDINg O F : - Trust 1 southwest airlin$1,001 - $15,00019+138.3%
April 16, 2020Sold somefedcF IlINg s TaTus : New s uBHOlDINg O F : - Trust 1 Dominion Energy $1,001 - $15,00019–
April 16, 2020BoughtfedcF IlINg s TaTus : New lexington Cnty sC Ref-ser a unlimited Tax 5.$15,001 - $50,00019–
April 16, 2020BoughtSNEg fedcF IlINg s TaTus : New sony Corporation (sNE)$1,001 - $15,00019–
April 16, 2020Sold someLUVfedcF IlINg s TaTus : New s uBHOlDINg O F : - Trust 1 southwest airlin$1,001 - $15,00019+143.4%
April 16, 2020BoughtULg fedcF IlINg s TaTus : New unilever PlC (ul)$1,001 - $15,00019−166.7%
April 15, 2020BoughtCBg fedcF IlINg s TaTus : New Chubb limited (CB)$1,001 - $15,00019+31.0%
April 15, 2020SoldfedcF IlINg s TaTus : New Va st Pub sch auth sch Technology & sec NTs $15,001 - $50,00019–
April 2, 2020BoughtMMM3M Company (MMM)$1,001 - $15,00019−163.1%
April 2, 2020BoughtABTg fedcF IlINg s TaTus : New abbott laboratories (aBT)$1,001 - $15,00019−174.4%
April 2, 2020BoughtAMDg fedcF IlINg s TaTus : New advanced Micro Devices, Inc. (aMD)$1,001 - $15,00019+882.0%
April 2, 2020SoldAMGg fedcF IlINg s TaTus : New affiliated M anagers group, Inc.(aMg)$1,001 - $15,00019−370.1%
April 2, 2020BoughtAFLg fedcF IlINg s TaTus : New aFlaC Incorporated (aFl)$1,001 - $15,00019+70.4%
April 2, 2020SoldADSg fedcF IlINg s TaTus : New alliance Dat a systems Corporation(aDs)$1,001 - $15,00019–
April 2, 2020BoughtGOOGg fedcF IlINg s TaTus : New alphabet Inc. - Class C Capital stock (gOO$1,001 - $15,00019–
April 2, 2020BoughtAMZNg fedcF IlINg s TaTus : New amazon.com, Inc. (aMZN)$1,001 - $15,00019−45.9%
April 2, 2020SoldAIGF IlINg s TaTus : New american Interna tional group, Inc.New (aIg)$1,001 - $15,00019−73.5%
April 2, 2020BoughtAAPLg fedcF IlINg s TaTus : New apple Inc. (aaPl)$1,001 - $15,00019+254.4%
April 2, 2020BoughtTfedcF IlINg s TaTus : New D EsCRIPTION : Received shares of arconic Co$1,001 - $15,00019−198.3%
April 2, 2020Boughtg fedcF IlINg s TaTus : New atmos Energy Corporation (a TO)$1,001 - $15,00019–
April 2, 2020BoughtADSKg fedcF IlINg s TaTus : New autodesk, Inc. (aDsK)$1,001 - $15,00019−131.4%
April 2, 2020Sold someAVBg fedcF IlINg s TaTus : New avalonBay Communities, Inc. (aVB)$1,001 - $15,00019–
April 2, 2020BoughtBLLg fedcF IlINg s TaTus : New Ball Corporation (Bll)$1,001 - $15,00019–
April 2, 2020Sold someBACg fedcF IlINg s TaTus : New Bank of america Corporat ion(BaC)$1,001 - $15,00019+57.4%
April 2, 2020BoughtBAXg fedcF IlINg s TaTus : New Baxter International Inc. (BaX)$1,001 - $15,00019−275.7%
April 2, 2020Sold someCOFg fedcF IlINg s TaTus : New Capital One Financial Corporation (COF)$1,001 - $15,00019−152.8%
April 2, 2020BoughtCATCaterpillar, Inc. (CaT)$1,001 - $15,00019+319.5%
April 2, 2020SoldCNPg fedcF IlINg s TaTus : New CenterPoint Energy, Inc (CNP)$1,001 - $15,00019+19.5%
April 2, 2020SoldCTLg fedcF IlINg s TaTus : New Centurylink, Inc. (CTl)$1,001 - $15,00019–
April 2, 2020BoughtSCHWg fedcF IlINg s TaTus : New Charles schwab Corporation (sCHW)$1,001 - $15,00019−32.7%
April 2, 2020BoughtCHTRg fedcF IlINg s TaTus : New Charter Communications, Inc. - Class a (CH$1,001 - $15,00019−281.2%
April 2, 2020Sold someCBg fedcF IlINg s TaTus : New Chubb limited (CB)$1,001 - $15,00019−33.2%
April 2, 2020Sold someCg fedcF IlINg s TaTus : New s uBHOlDINg O F : - Trust 1 Citigroup, Inc$1,001 - $15,00019−10.3%
April 2, 2020BoughtCFGg fedcF IlINg s TaTus : New Citizens Fina ncial group, Inc.(CFg)$1,001 - $15,00019+57.2%
April 2, 2020Boughtg fedcF IlINg s TaTus : New Citrix systems, Inc. ( CTXs)$1,001 - $15,00019–
April 2, 2020SoldCMAg fedcF IlINg s TaTus : New s uBHOlDINg O F : - Trust 1 Comerica Incor$1,001 - $15,00019–
April 2, 2020SoldCOSTg fedcF IlINg s TaTus : New Costco Wholesale Corporation (COsT)$15,001 - $50,00019−32.9%
April 2, 2020Sold someCCIg fedcbF IlINg s TaTus : New Crown Castle International Corp. (CCI)$1,001 - $15,00019+250.3%
April 2, 2020SoldDALg fedcbF IlINg s TaTus : New Delta air lines, Inc. (Dal)$1,001 - $15,00019−25.8%
April 2, 2020BoughtDLRg fedcF IlINg s TaTus : New Digital Realty Trust, Inc. (DlR)$1,001 - $15,00019−176.1%
April 2, 2020BoughtDFSg fedcF IlINg s TaTus : New Discover Financial services (DFs)$1,001 - $15,00019–
April 2, 2020BoughtDISCAg fedcF IlINg s TaTus : New Discovery, Inc. - series a (DIsCa)$1,001 - $15,00019–
April 2, 2020BoughtDISCKg fedcF IlINg s TaTus : New Discovery, Inc. - series C (DIsCK)$1,001 - $15,00019–
April 2, 2020BoughtDOWF IlINg s TaTus : New D EsCRIPTION : Preferred security Dow Inc. (DOW)$1,001 - $15,00019−199.7%
April 2, 2020SoldDTEg fedcF IlINg s TaTus : New DTE Energy Company (DTE)$1,001 - $15,00019+135.5%
April 2, 2020BoughtDDg fedcF IlINg s TaTus : New DuPont de Nemours, Inc. (DD)$1,001 - $15,00019+13.2%
April 2, 2020Boughtg fedcF IlINg s TaTus : New DXC Technology Company ( DXC)$1,001 - $15,00019–
April 2, 2020BoughtEMNg fedcF IlINg s TaTus : New Eastman Chemical Company (EMN)$1,001 - $15,00019−169.1%
April 2, 2020Sold someEMRg fedcF IlINg s TaTus : New Emerson Electric Company (EMR)$1,001 - $15,00019−31.8%
April 2, 2020BoughtELg fedcF IlINg s TaTus : New Estee lauder Companies, Inc. (El)$1,001 - $15,00019−236.4%
April 2, 2020Sold someFBg fedcF IlINg s TaTus : New Facebook, Inc. - Class a (FB)$1,001 - $15,00019–
April 2, 2020BoughtFITBg fedcF IlINg s TaTus : New Fifth Third Bancorp (FITB)$1,001 - $15,00019+46.1%
April 2, 2020BoughtFLSg fedcF IlINg s TaTus : New Flowserve Corporation (Fls)$1,001 - $15,00019−12.8%
April 2, 2020BoughtFg fedcF IlINg s TaTus : New Ford Motor Company (F)$1,001 - $15,00019−21.4%
April 2, 2020Sold someFTVFortive Corporation (FTV)$1,001 - $15,00019+142.9%
April 2, 2020BoughtGISg fedcF IlINg s TaTus : New general Mills, Inc. (gIs)$1,001 - $15,00019−246.6%
April 2, 2020SoldGMg fedcF IlINg s TaTus : New general Motors Company (gM)$1,001 - $15,00019−153.5%
April 2, 2020SoldGPCg fedcF IlINg s TaTus : New genuine Parts Company (gPC)$1,001 - $15,00019+89.0%
April 2, 2020BoughtGSg fedcF IlINg s TaTus : New goldman sachs group, Inc. (gs)$1,001 - $15,00019+288.0%
April 2, 2020SoldHRBg fedcF IlINg s TaTus : New H&R Block, Inc. (HRB)$1,001 - $15,00019−78.2%
April 2, 2020BoughtHIGg fedcF IlINg s TaTus : New Hartford Financial services group,Inc. (HI$1,001 - $15,00019+92.7%
April 2, 2020SoldHSTg fedcF IlINg s TaTus : New Host Hotels & Resorts, Inc. (HsT)$1,001 - $15,00019+56.7%
April 2, 2020SoldHPQg fedcF IlINg s TaTus : New HP Inc. (HPQ)$1,001 - $15,00019+107.3%
April 2, 2020BoughtHBANg fedcF IlINg s TaTus : New Huntington Bancshares Incorporated (HBaN)$1,001 - $15,00019−98.2%
April 2, 2020Sold someIBMg fedcF IlINg s TaTus : New International Business Machines Corporatio$1,001 - $15,00019+83.8%
April 2, 2020Sold someISRGg fedcF IlINg s TaTus : New Intuitive surgical , Inc. (IsRg)$1,001 - $15,00019+32.0%
April 2, 2020BoughtIVZInvesco ltd (IVZ)$1,001 - $15,00019+43.9%
April 2, 2020SoldIRMg fedcF IlINg s TaTus : New Iron Mountain Incorporate d (IRM)$1,001 - $15,00019−217.1%
April 2, 2020SoldJCIg fedcF IlINg s TaTus : New Johnson Controls Intern ational plcOrdinar$1,001 - $15,00019−260.2%
April 2, 2020Sold someJPMg fedcF IlINg s TaTus : New JP Morgan Chase & Co. (JPM)$1,001 - $15,00019−76.9%
April 2, 2020BoughtKEYg fedcF IlINg s TaTus : New KeyCorp (KEY)$1,001 - $15,00019−96.1%
April 2, 2020BoughtKMBg fedcF IlINg s TaTus : New Kimberly-Clark Corporation (KMB)$1,001 - $15,00019−226.0%
April 2, 2020SoldKSSg fedcF IlINg s TaTus : New Kohl's Corporation (Kss)$1,001 - $15,00019+115.1%
April 2, 2020BoughtKRg fedcF IlINg s TaTus : New s uBHOlDINg O F : - Trust 1 Kroger Company$1,001 - $15,00019−108.0%
April 2, 2020BoughtLVSg fedcF IlINg s TaTus : New las Vegas sands Corp. (lVs)$1,001 - $15,00019−211.3%
April 2, 2020SoldL(lNC) [sT] g fedcF IlINg s TaTus : New loews Corporation (l)$1,001 - $15,00019−21.4%
April 2, 2020SoldLYBfedcF IlINg s TaTus : New lyondellBasell Industries NV Ordinary shares$1,001 - $15,00019+170.0%
April 2, 2020BoughtMTBg fedcF IlINg s TaTus : New M&T Bank Corporation (MTB)$1,001 - $15,00019−78.1%
April 2, 2020BoughtMg fedcF IlINg s TaTus : New Macy's Inc (M)$1,001 - $15,00019+237.8%
April 2, 2020BoughtMGMg fedcF IlINg s TaTus : New MgM Resorts International (MgM)$1,001 - $15,00019−50.3%
April 2, 2020BoughtTAPg fedcF IlINg s TaTus : New Molson Coors Beverage Compa nyClass B (TaP$1,001 - $15,00019−208.9%
April 2, 2020BoughtMSg fedcF IlINg s TaTus : New Morgan stanley (Ms)$1,001 - $15,00019+230.7%
April 2, 2020BoughtMOSg fedcF IlINg s TaTus : New Mosaic Company (MOs)$1,001 - $15,00019−113.5%
April 2, 2020BoughtNFLXg fedcF IlINg s TaTus : New Netflix, Inc. (NFlX)$1,001 - $15,00019−110.3%
April 2, 2020SoldNWLg fedcF IlINg s TaTus : New Newell Brands Inc. (NWl)$1,001 - $15,00019+258.7%
April 2, 2020BoughtNIg fedcF IlINg s TaTus : New Nisource Inc (NI)$1,001 - $15,00019−130.9%
April 2, 2020SoldJWNg fedcF IlINg s TaTus : New Nordstrom, Inc. (JWN)$1,001 - $15,00019–
April 2, 2020Sold somePHF IlINg s TaTus : New Parker-Hannifin Corporation (PH)$1,001 - $15,00019−502.8%
April 2, 2020BoughtPBCTg fedcF IlINg s TaTus : New People's united Financial, Inc. (PBCT)$1,001 - $15,00019–
April 2, 2020Sold somePMg fedcF IlINg s TaTus : New Philip Morris International Inc (PM)$1,001 - $15,00019+37.6%
April 2, 2020Sold somePNCg fedcF IlINg s TaTus : New PNC Financial serv ices group, Inc.(PNC)$1,001 - $15,00019+69.6%
April 2, 2020SoldPPGg fedcF IlINg s TaTus : New PPg Industries, Inc. (PPg)$1,001 - $15,00019+172.9%
April 2, 2020BoughtPFGg fedcF IlINg s TaTus : New Principal Financi al group Inc(PFg)$1,001 - $15,00019+103.2%
April 2, 2020SoldPRUg fedcF IlINg s TaTus : New Prudential Financial, Inc. (PRu)$1,001 - $15,00019+57.0%
April 2, 2020BoughtPWRg fedcF IlINg s TaTus : New Quanta services, Inc. (PWR)$1,001 - $15,00019+1777.3%
April 2, 2020Sold someDGXg fedcF IlINg s TaTus : New Quest Diagnost ics Incorporated(DgX)$1,001 - $15,00019+3.1%
April 2, 2020Sold someREGNg fedcF IlINg s TaTus : New Regeneron Pharmaceutic als, Inc.(REgN)$1,001 - $15,00019+146.8%
April 2, 2020BoughtRCLg fedcbF IlINg s TaTus : New Royal Caribbean Cruises ltd. (RCl)$1,001 - $15,00019+821.7%
April 2, 2020BoughtSEEsealed air Corporation (sEE)$1,001 - $15,00019–
April 2, 2020BoughtSREg fedcF IlINg s TaTus : New sempra Energy (sRE)$1,001 - $15,00019−152.3%
April 2, 2020BoughtNOWg fedcF IlINg s TaTus : New serviceNow, Inc. (NOW)$1,001 - $15,00019−19.7%
April 2, 2020BoughtSPGg fedcF IlINg s TaTus : New simon Property group, Inc. (sPg)$1,001 - $15,00019+155.7%
April 2, 2020Sold someSYFg fedcF IlINg s TaTus : New s uBHOlDINg O F : - Trust 1 synchrony Fina$1,001 - $15,00019−211.9%
April 2, 2020BoughtBKfedcF IlINg s TaTus : New s uBHOlDINg O F : - Trust 1 The Bank of New $1,001 - $15,00019–
April 2, 2020BoughtKHCg fedcF IlINg s TaTus : New The Kraft Heinz Company (KHC)$1,001 - $15,00019−212.0%
April 2, 2020BoughtTRVg fedcF IlINg s TaTus : New The Travelers Companies, Inc. (TRV)$1,001 - $15,00019+88.5%
April 2, 2020BoughtTDGg fedcF IlINg s TaTus : New Transdigm group Incorporated Transdigm gro$1,001 - $15,00019+92.2%
April 2, 2020SoldTFCg fedcF IlINg s TaTus : New Truist Financial Corporation (TFC)$1,001 - $15,00019+143.0%
April 2, 2020BoughtTWTRg fedcF IlINg s TaTus : New Twitter, Inc. (TWTR)$1,001 - $15,00019–
April 2, 2020Sold someUSBg fedcF IlINg s TaTus : New u.s. Bancorp (usB)$1,001 - $15,00019+130.8%
April 2, 2020BoughtUPSunited Parcel service, I nc. (uPs)$1,001 - $15,00019−201.3%
April 2, 2020BoughtURIg fedcF IlINg s TaTus : New united Rentals, Inc. (uRI)$1,001 - $15,00019+782.9%
April 2, 2020SoldVTRg fedcF IlINg s TaTus : New Ventas, Inc. (VTR)$1,001 - $15,00019−62.3%
April 2, 2020SoldVIACg fedcF IlINg s TaTus : New ViacomCBs Inc. - Class B (VIaC)$1,001 - $15,00019–
April 2, 2020BoughtVMCg fedcF IlINg s TaTus : New Vulcan Materials Comp any (VMC)$1,001 - $15,00019−71.2%
April 2, 2020SoldWABg fedcF IlINg s TaTus : New Wabtec Corp (WaB)$1,001 - $15,00019–
April 2, 2020BoughtWBAIlINg s TaTus : New l OCaTION : us D EsCRIPTION : stock Walgreens Boot$1,001 - $15,00019–
April 2, 2020Sold someWFCg fedcF IlINg s TaTus : New Wells Fargo & Company (WFC)$1,001 - $15,00019+2.5%
April 2, 2020SoldHCNg fedcF IlINg s TaTus : New Welltower Inc. (HCN)$1,001 - $15,00019–
April 2, 2020SoldWRKg fedcF IlINg s TaTus : New Westrock Company (WRK)$1,001 - $15,00019–
April 2, 2020BoughtZIONZions Bancorporation N. a. (ZION)$1,001 - $15,00019−58.3%
April 1, 2020ExchangedARNCg fedcF IlINg s TaTus : New arconic Corporation (aRNC)$1,001 - $15,00019–
March 17, 2020Boughtg fedcF IlINg S TaTuS : New S ubHOlDINg O F : - Trust 1 Emerson Electr$1,001 - $15,00020–
March 16, 2020Boughtg fedcF IlINg S TaTuS : New S ubHOlDINg O F : - Trust 1 Emerson Electr$1,001 - $15,00020–
March 13, 2020BoughtfedcF IlINg S TaTuS : New S ubHOlDINg O F : - Trust 1 unitedHealth gro$1,001 - $15,00020–
March 5, 2020Boughtg fedcF IlINg S TaTuS : New D ESCRIPTION : Preferred security booking $1,001 - $15,00020–
March 5, 2020BoughtfedcF IlINg S TaTuS : New S ubHOlDINg O F : - Trust 1 Comcast Corporat$1,001 - $15,00020–
March 5, 2020BoughtETNfedcF IlINg S TaTuS : New S ubHOlDINg O F : - Trust 1 Eaton Corporatio$1,001 - $15,00020+162.6%
March 5, 2020BoughtS ubHOlDINg O F : - Trust 1 First Citizens bancshare PFD$1,001 - $15,00020–
March 5, 2020BoughtTTIlINg S TaTuS : New D ESCRIPTION : Received shares of Ingersoll R and,$1,001 - $15,00020+151.6%
March 5, 2020BoughtNTRSfedcF IlINg S TaTuS : New S ubHOlDINg O F : - Trust 1 Northern Trust C$1,001 - $15,00020−50.6%
March 5, 2020Boughtg fedcF IlINg S TaTuS : New S ubHOlDINg O F : - Trust 1 PPg Industries$1,001 - $15,00020–
March 2, 2020Soldaercap Holdings NV VaR Rt 10/10/2079 dtd 10/10/2019$1,001 - $15,00020–
March 2, 2020ExchangedIRg fedcF IlINg S TaTuS : New D ESCRIPTION : Preferred security Ingersol$1,001 - $15,00020–
February 28, 2020Sold someMMM3M Company (MMM)$15,001 - $50,00021+128.0%
February 28, 2020Soldg fedcF IlINg s TaTus : New a.o. smith Corporation ( aos)$1,001 - $15,00021–
February 28, 2020BoughtABTg fedcF IlINg s TaTus : New abbott laboratories (aBT)$1,001 - $15,00021−124.3%
February 28, 2020SoldABMDg fedcF IlINg s TaTus : New aBIoMED, Inc. (aBMD)$1,001 - $15,00021–
February 28, 2020Sold somefedcbF IlINg s TaTus : New s uBHolDINg o F : - Trust 1 aercap Holdings$1,001 - $15,00021–
February 28, 2020SoldALXNfedcbF IlINg s TaTus : New D EsCRIPTIoN : Preferred security alexion P$1,001 - $15,00021–
February 28, 2020BoughtADSalliance Dat a systems Corporation(aDs)$1,001 - $15,00021–
February 28, 2020BoughtBAXg fedcF IlINg s TaTus : New D EsCRIPTIoN : Preferred security Baxter I$1,001 - $15,00021−230.2%
February 28, 2020BoughtCNPg fedcF IlINg s TaTus : New s uBHolDINg o F : - Trust 1 CenterPoint En$1,001 - $15,00021−84.4%
February 28, 2020SoldCERNg fedcbF IlINg s TaTus : New s uBHolDINg o F : - Trust 1 Cerner Corpor$1,001 - $15,00021–
February 28, 2020BoughtCMAg fedcF IlINg s TaTus : New s uBHolDINg o F : - Trust 1 Comerica Incor$1,001 - $15,00021–
February 28, 2020Sold someGLWg fedcF IlINg s TaTus : New Corning Incorporated (glW)$1,001 - $15,00021−319.7%
February 28, 2020BoughtDTEg fedcF IlINg s TaTus : New s uBHolDINg o F : - Trust 1 DTE Energy Com$1,001 - $15,00021−124.0%
February 28, 2020SoldDDg fedcF IlINg s TaTus : New DuPont de Nemours, Inc. (DD)$1,001 - $15,00021+18.3%
February 28, 2020Soldg fedcF IlINg s TaTus : New DXC Technology Company ( DXC)$1,001 - $15,00021–
February 28, 2020Sold someESg fedcbF IlINg s TaTus : New s uBHolDINg o F : - Trust 1 Eversource En$1,001 - $15,00021+183.2%
February 28, 2020SoldFg fedcbF IlINg s TaTus : New s uBHolDINg o F : - Trust 1 Ford Motor Co$1,001 - $15,00021+81.9%
February 28, 2020SoldFOXAg fedcF IlINg s TaTus : New Fox Corporation - Class a (FoXa)$1,001 - $15,00021+52.4%
February 28, 2020BoughtHRBg fedcbF IlINg s TaTus : New D EsCRIPTIoN : Preferred security H&R Blo$1,001 - $15,00021−26.8%
February 28, 2020SoldIFFfedcbF IlINg s TaTus : New s uBHolDINg o F : - Trust 1 Internationa Fl$1,001 - $15,00021+185.1%
February 28, 2020BoughtIRMg fedcF IlINg s TaTus : New Iron Mountain Incorporate d (IRM)$1,001 - $15,00021+110.0%
February 28, 2020BoughtSJMg fedcF IlINg s TaTus : New J.M. smucker Company (sJM)$1,001 - $15,00021−138.2%
February 28, 2020BoughtKSSg fedcbF IlINg s TaTus : New s uBHolDINg o F : - Trust 1 Kohl's Corpor$1,001 - $15,00021−203.3%
February 28, 2020BoughtPHGg fedcF IlINg s TaTus : New Koninklijke Philips N.V. NY Registry share$1,001 - $15,00021−201.1%
February 28, 2020BoughtLg fedcF IlINg s TaTus : New loews Corporation (l)$1,001 - $15,00021−22.1%
February 28, 2020SoldMg fedcF IlINg s TaTus : New Macy's Inc (M)$1,001 - $15,00021+77.4%
February 28, 2020Sold someNWLg fedcbF IlINg s TaTus : New s uBHolDINg o F : - Trust 1 Newell Brands$1,001 - $15,00021+223.1%
February 28, 2020BoughtNTRSg fedcF IlINg s TaTus : New Northern Trust Corporation (NTRs)$1,001 - $15,00021−72.0%
February 28, 2020BoughtPMfedcbF IlINg s TaTus : New s uBHolDINg o F : - Trust 1 Philip Morris I$1,001 - $15,00021−16.3%
February 28, 2020SoldSPGg fedcF IlINg s TaTus : New s uBHolDINg o F : - Trust 1 simon Property$1,001 - $15,00021+95.3%
February 28, 2020SoldKHCg fedcbF IlINg s TaTus : New s uBHolDINg o F : - Trust 1 The Kraft Hei$1,001 - $15,00021+166.5%
February 28, 2020Sold someUPSfedcbF IlINg s TaTus : New s uBHolDINg o F : - Trust 1 united Parcel s$1,001 - $15,00021+152.4%
February 28, 2020BoughtVTRVentas, Inc. (VTR)$1,001 - $15,00021−102.7%
February 28, 2020BoughtfedcF IlINg s TaTus : New D EsCRIPTIoN : Preferred security Viacom Inc$1,001 - $15,00021–
February 28, 2020BoughtVIACfedcF IlINg s TaTus : New D EsCRIPTIoN : Preferred security ViacomCBs $1,001 - $15,00021–
February 28, 2020SoldWBAfedcbF IlINg s TaTus : New D EsCRIPTIoN : Preferred security Walgreens$1,001 - $15,00021–

Showing the latest 400 of 504 trades.

Sources

Each trade links to the report it was filed on.

  1. 1
    Dean Phillips: periodic transaction report filed August 1, 2024https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2024/20025466.pdf
    H20025466
  2. 2
    Dean Phillips: periodic transaction report filed June 20, 2024https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2024/20025240.pdf
    H20025240
  3. 3
    Dean Phillips: periodic transaction report filed September 23, 2021https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2021/20019489.pdf
    H20019489
  4. 4
    Dean Phillips: periodic transaction report filed August 13, 2021https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2021/20019295.pdf
    H20019295
  5. 5
    Dean Phillips: periodic transaction report filed July 14, 2021https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2021/20019081.pdf
    H20019081
  6. 6
    Dean Phillips: periodic transaction report filed June 8, 2021https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2021/20018863.pdf
    H20018863
  7. 7
    Dean Phillips: periodic transaction report filed May 12, 2021https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2021/20018719.pdf
    H20018719
  8. 8
    Dean Phillips: periodic transaction report filed April 7, 2021https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2021/20018523.pdf
    H20018523
  9. 9
    Dean Phillips: periodic transaction report filed March 9, 2021https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2021/20018352.pdf
    H20018352
  10. 10
    Dean Phillips: periodic transaction report filed February 13, 2021https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2021/20018175.pdf
    H20018175
  11. 11
    Dean Phillips: periodic transaction report filed January 9, 2021https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2021/20017991.pdf
    H20017991
  12. 12
    Dean Phillips: periodic transaction report filed December 11, 2020https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2020/20017820.pdf
    H20017820
  13. 13
    Dean Phillips: periodic transaction report filed November 11, 2020https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2020/20017677.pdf
    H20017677
  14. 14
    Dean Phillips: periodic transaction report filed October 9, 2020https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2020/20017490.pdf
    H20017490
  15. 15
    Dean Phillips: periodic transaction report filed September 11, 2020https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2020/20017340.pdf
    H20017340
  16. 16
    Dean Phillips: periodic transaction report filed August 9, 2020https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2020/20017129.pdf
    H20017129
  17. 17
    Dean Phillips: periodic transaction report filed July 7, 2020https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2020/20016896.pdf
    H20016896
  18. 18
    Dean Phillips: periodic transaction report filed June 15, 2020https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2020/20016759.pdf
    H20016759
  19. 19
    Dean Phillips: periodic transaction report filed May 7, 2020https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2020/20016559.pdf
    H20016559
  20. 20
    Dean Phillips: periodic transaction report filed April 10, 2020https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2020/20016369.pdf
    H20016369
  21. 21
    Dean Phillips: periodic transaction report filed March 12, 2020https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2020/20016196.pdf
    H20016196