Business · Congress trades · Senate
Thomas R Carper
Every stock trade Thomas R Carper reported under the STOCK Act since 2020, and how each did against the S&P 500.
Trades924
Buys / sales455 / 464
Estimated volume$14.1MMiddle of each reported range
Trades that beat the market42.4%137 of 323: did better than the same money in the S&P 500 that day
Typical trade vs. the market−24.1%The middle trade: half did better, half worse
Disclosed late35Reported 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.
The portfolio against the market
Our rebuild of the household's disclosed stocks and options since June 30, 2019: +104.1% against +154.9% for the S&P 500. Hover for any quarter.
PortfolioS&P 500 (SPY)
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.
| Stock | Share of portfolio | Worth about |
|---|---|---|
| CEFSprott Physical Gold & Silver Trust | 10.2% | $105K |
| LITELumentum (United States) | 7.7% | $80K |
| GLWCorning Inc. | 5.7% | $60K |
| DELLDell Technologies | 4.7% | $48K |
| NVDANvidia | 4.2% | $44K |
| VLOValero Energy | 3.6% | $37K |
| CVSCVS Health | 3.0% | $31K |
| VVisa Inc. | 2.9% | $31K |
| JPMJPMorgan Chase | 2.9% | $30K |
| NTAPNetApp | 2.5% | $26K |
| CMECME Group | 2.4% | $25K |
| BMYBristol-Myers Squibb | 2.3% | $24K |
Most traded: PSQ (24), GBIL (17), SH (14), HDGE (13), GLD (12), WIW (12), CEF (11), FCPIX (10)
Every trade
| Traded | What | Stock | Amount | Vs. the market since |
|---|---|---|---|---|
| December 13, 2024 | Sold Spouse | AYAtlantica Yield Plc | $1,001 - $15,0001 | – |
| August 1, 2024 | Sold Spouse | US TREASURY BILL | $50,001 - $100,0002 | – |
| August 1, 2024 | Sold Spouse | US TREASURY BILL | $50,001 - $100,0002 | – |
| August 1, 2024 | Sold Spouse | US TREASURY BILL | $15,001 - $50,0002 | – |
| August 1, 2024 | Sold Spouse | US TREASURY BILL | $50,001 - $100,0002 | – |
| July 18, 2024 | Sold Spouse | UBS CONTINGENT AUTOCALL MET | $15,001 - $50,0003 | – |
| June 17, 2024 | Bought Spouse | US TREASURY BILL | $50,001 - $100,0004 | – |
| June 13, 2024 | Sold Spouse | US TREASURY BILL | $50,001 - $100,0004 | – |
| June 13, 2024 | Sold Spouse | US TREASURY BILL | $100,001 - $250,0004 | – |
| June 13, 2024 | Sold Spouse | US TREASURY BILL | $15,001 - $50,0004 | – |
| June 13, 2024 | Sold Spouse | US TREASURY BILL | $50,001 - $100,0004 | – |
| June 12, 2024 | Bought Spouse | US TREASURY BILL | $50,001 - $100,0004 | – |
| June 12, 2024 | Bought Spouse | US TREASURY BILL | $15,001 - $50,0004 | – |
| June 12, 2024 | Bought Spouse | US TREASURY BILL | $50,001 - $100,0004 | – |
| May 22, 2024 | Bought Spouse | TGTTarget Corp | $1,001 - $15,0005 | −36.3% |
| May 16, 2024 | Bought Spouse | VEAVanguard FTSE Developed Markets ETF | $1,001 - $15,0005 | – |
| May 16, 2024 | Sold Spouse | PRFInvesco FTSE RAFI US 1000 ETF | $1,001 - $15,0005 | – |
| May 16, 2024 | Bought Spouse | VIGVanguard Div Appreciation ETF | $1,001 - $15,0005 | – |
| May 16, 2024 | Bought Spouse | COWZPacer US Cash Cows 100 Index | $1,001 - $15,0005 | – |
| May 16, 2024 | Bought Spouse | ICOWPacer Developed Markets International Cash | $1,001 - $15,0005 | – |
| May 16, 2024 | Sold Spouse | EFADProshares MSCI EAFE Dividend Growers ETF | $1,001 - $15,0005 | – |
| May 16, 2024 | Sold some Spouse | FDRRFidelity Dividend ETF For Rising Rates | $1,001 - $15,0005 | – |
| May 16, 2024 | Bought Spouse | VEAVanguard FTSE Developed Markets ETF | $1,001 - $15,0005 | – |
| May 16, 2024 | Sold Spouse | EFADProshares MSCI EAFE Dividend Growers ETF | $1,001 - $15,0005 | – |
| May 15, 2024 | Sold Spouse | SMDVProShares Russell 2000 Dividend Growers ETF | $1,001 - $15,0005 | – |
| May 15, 2024 | Bought Spouse | CALFPacer US Small Cap Cash Cows 100 ETF | $1,001 - $15,0005 | – |
| May 14, 2024 | Bought Spouse | SRVRPacer Benchmark Data & Infrastructure Real Estate | $1,001 - $15,0005 | – |
| May 14, 2024 | Sold Spouse | MOOVanEck Agribusiness ETF | $1,001 - $15,0005 | – |
| May 9, 2024 | Sold Spouse | ATKRAtkore Inc | $1,001 - $15,0005 | +89.4% |
| May 9, 2024 | Sold Spouse | TTETotalEnergies SE | $1,001 - $15,0005 | +28.3% |
| May 9, 2024 | Sold Spouse | SBUXStarbucks Corp | $1,001 - $15,0005 | +20.4% |
| May 9, 2024 | Bought Spouse | EMREmerson Electric Company | $1,001 - $15,0005 | −8.7% |
| May 9, 2024 | Bought Spouse | OXYOccidental Petroleum Corp | $1,001 - $15,0005 | −53.9% |
| May 2, 2024 | Sold Spouse | US TREASURY BILL | $50,001 - $100,0005 | – |
| May 2, 2024 | Sold Spouse | US TREASURY BILL | $15,001 - $50,0005 | – |
| May 2, 2024 | Sold Spouse | US TREASURY BILL | $100,001 - $250,0005 | – |
| May 2, 2024 | Bought Spouse | US TREASURY BILL | $100,001 - $250,0005 | – |
| May 2, 2024 | Sold Spouse | US TREASURY BILL | $50,001 - $100,0005 | – |
| May 1, 2024 | Bought Spouse | US TREASURY BILL | $50,001 - $100,0005 | – |
| May 1, 2024 | Bought Spouse | US TREASURY BILL | $15,001 - $50,0005 | – |
| May 1, 2024 | Bought Spouse | US TREASURY BILL | $50,001 - $100,0005 | – |
| April 11, 2024 | Sold some Spouse | VLOValero Energy Corp | $1,001 - $15,0006 | −101.8% |
| April 11, 2024 | Bought Spouse | ENBEnbridge Inc | $1,001 - $15,0006 | −9.8% |
| April 1, 2024 | Sold Spouse | JPM CONTINGENT AUTOCALL C | $15,001 - $50,0006 | – |
| March 28, 2024 | Bought Spouse | US TREASURY BILL | $1,001 - $15,0007 | – |
| March 28, 2024 | Bought Spouse | US TREASURY BILL | $1,001 - $15,0007 | – |
| March 28, 2024 | Bought Spouse | US TREASURY BILL | $15,001 - $50,0007 | – |
| March 28, 2024 | Bought Spouse | DDominion Energy Inc | $1,001 - $15,0007 | −18.3% |
| March 28, 2024 | Sold Spouse | MOSMosaic Company | $1,001 - $15,0007 | +89.2% |
| March 28, 2024 | Bought Spouse | NTRNutrien Ltd | $1,001 - $15,0007 | −19.4% |
| March 26, 2024 | Sold Spouse | US TREASURY BILL | $15,001 - $50,0007 | – |
| March 26, 2024 | Sold Spouse | US TREASURY BILL | $15,001 - $50,0007 | – |
| March 26, 2024 | Sold Spouse | US TREASURY BILL | $50,001 - $100,0007 | – |
| March 26, 2024 | Bought Spouse | US TREASURY BILL | $50,001 - $100,0007 | – |
| March 25, 2024 | Bought Spouse | US TREASURY BILL | $15,001 - $50,0007 | – |
| March 25, 2024 | Bought Spouse | US TREASURY BILL | $15,001 - $50,0007 | – |
| March 21, 2024 | Sold Spouse | INODInnodata Inc | $1,001 - $15,0007 | −722.5% |
| March 21, 2024 | Sold Spouse | SOFISofi Technologies Inc | $1,001 - $15,0007 | −53.9% |
| March 21, 2024 | Bought Spouse | ALTMArcadium Lithium Plc | $1,001 - $15,0007 | – |
| March 19, 2024 | Sold Spouse | US TREASURY BILL | $50,001 - $100,0007 | – |
| March 19, 2024 | Bought Spouse | US TREASURY BILL | $50,001 - $100,0007 | – |
| March 19, 2024 | Sold Spouse | US TREASURY BILL | $50,001 - $100,0007 | – |
| March 18, 2024 | Sold Spouse | RYDER SYSTEM INC | $1,001 - $15,0007 | – |
| March 18, 2024 | Bought Spouse | US TREASURY BILL | $15,001 - $50,0007 | – |
| March 15, 2024 | Bought Spouse | TAMPA ELECTRIC CO | $1,001 - $15,0007 | – |
| March 13, 2024 | Sold some Spouse | CEFSprott Physical Gold & Silver Trust | $1,001 - $15,0007 | – |
| March 13, 2024 | Sold some Spouse | CEFSprott Physical Gold & Silver Trust | $1,001 - $15,0007 | – |
| March 13, 2024 | Bought Spouse | SQMSociedad Quimica Y Minera S.A. ADR | $1,001 - $15,0007 | −29.8% |
| March 13, 2024 | Sold some Spouse | CEFSprott Physical Gold & Silver Trust | $1,001 - $15,0007 | – |
| March 13, 2024 | Sold some Spouse | GLDSPDR Gold Trust | $1,001 - $15,0007 | – |
| March 11, 2024 | Sold Spouse | ETRNEquitrans Midstream Corp | $1,001 - $15,0007 | – |
| March 7, 2024 | Bought Spouse | NVDANvidia Corp | $1,001 - $15,0007 | +84.5% |
| March 7, 2024 | Sold some Spouse | AAPLApple Inc | $1,001 - $15,0007 | −53.3% |
| March 5, 2024 | Bought | ICLNGlobal Clean Energy Ishares ETF | $50,001 - $100,0007 | – |
| February 22, 2024 | Bought Spouse | US TREASURY BILL | $15,001 - $50,0008 | – |
| February 16, 2024 | Bought Spouse | TGTTarget Corp | $1,001 - $15,0008 | −49.8% |
| February 16, 2024 | Sold Spouse | EQNREquinor ASA | $1,001 - $15,0008 | −30.0% |
| February 8, 2024 | Sold Spouse | US TREASURY BILL | $15,001 - $50,0008 | – |
| February 8, 2024 | Sold Spouse | US TREASURY BILL | $100,001 - $250,0008 | – |
| February 8, 2024 | Bought Spouse | US TREASURY BILL | $50,001 - $100,0008 | – |
| February 8, 2024 | Bought Spouse | US TREASURY BILL | $50,001 - $100,0008 | – |
| February 7, 2024 | Bought Spouse | US TREASURY BILL | $15,001 - $50,0008 | – |
| January 18, 2024 | Sold Spouse | US TREASURY BILL | $15,001 - $50,0009 | – |
| January 18, 2024 | Sold Spouse | US TREASURY BILL | $15,001 - $50,0009 | – |
| January 18, 2024 | Sold Spouse | US TREASURY BILL | $15,001 - $50,0009 | – |
| January 17, 2024 | Bought Spouse | US TREASURY BILL | $15,001 - $50,0009 | – |
| January 17, 2024 | Bought Spouse | US TREASURY BILL | $15,001 - $50,0009 | – |
| January 17, 2024 | Bought Spouse | GBILGoldman Sachs Access Treasury 0-1 Year ETF | $1,001 - $15,0009 | – |
| January 17, 2024 | Bought Spouse | AESThe Aes Corp | $1,001 - $15,0009 | −77.5% |
| January 17, 2024 | Sold some Spouse | TTETotalEnergies SE | $1,001 - $15,0009 | +23.4% |
| January 17, 2024 | Bought Spouse | SBUXStarbucks Corp | $1,001 - $15,0009 | −57.8% |
| January 17, 2024 | Bought Spouse | VLOValero Energy Corp | $1,001 - $15,0009 | +188.1% |
| January 17, 2024 | Sold some Spouse | METMetlife Inc | $1,001 - $15,0009 | +14.7% |
| January 17, 2024 | Bought Spouse | CMECME Group Inc | $1,001 - $15,0009 | −18.6% |
| January 17, 2024 | Bought Spouse | ETRNEquitrans Midstream Corp | $1,001 - $15,0009 | – |
| January 17, 2024 | Bought Spouse | GBILGoldman Sachs Access Treasury 0-1 Year ETF | $1,001 - $15,0009 | – |
| January 17, 2024 | Sold some Spouse | ABTAbbott Laboratories | $1,001 - $15,0009 | +71.3% |
| January 16, 2024 | Sold Spouse | BROADCOMCORP | $1,001 - $15,0009 | – |
| January 2, 2024 | Sold Spouse | SSentinelone Inc Cl A | $1,001 - $15,0009 | +74.2% |
| January 2, 2024 | Bought Spouse | DELLDell Technologies Inc | $1,001 - $15,0009 | +440.7% |
| December 26, 2023 | Bought Spouse | US TREASURY BILL | $15,001 - $50,00010 | – |
| December 26, 2023 | Bought Spouse | US TREASURY BILL | $15,001 - $50,00010 | – |
| December 21, 2023 | Exchanged Spouse | --TRSWF - TransAlta Renewables Inc (Exchanged) Transalta Corp (Received) | $1,001 - $15,00010 | – |
| December 19, 2023 | Sold Spouse | US TREASURY BILL | $15,001 - $50,00010 | – |
| December 19, 2023 | Sold Spouse | US TREASURY BILL | $15,001 - $50,00010 | – |
| December 19, 2023 | Sold Spouse | US TREASURY BILL | $50,001 - $100,00010 | – |
| December 19, 2023 | Bought Spouse | US TREASURY BILL | $100,001 - $250,00010 | – |
| December 19, 2023 | Sold Spouse | US TREASURY BILL | $50,001 - $100,00010 | – |
| December 18, 2023 | Bought Spouse | XCEMColumbia EM Core Ex-China ETF | $1,001 - $15,00010 | – |
| December 18, 2023 | Bought Spouse | SMDVProShares Russell 2000 Dividend Growers ETF | $1,001 - $15,00010 | – |
| December 18, 2023 | Bought Spouse | FDRRFidelity Dividend ETF For Rising Rates | $1,001 - $15,00010 | – |
| December 18, 2023 | Bought Spouse | US TREASURY BILL | $15,001 - $50,00010 | – |
| December 18, 2023 | Bought Spouse | SBPYXClearbridge Small Cap Growth Fd Cl I | $15,001 - $50,00010 | – |
| December 18, 2023 | Bought Spouse | XCEMColumbia EM Core Ex-China ETF | $15,001 - $50,00010 | – |
| December 14, 2023 | Sold Spouse | HDGERanger Equity Bear Bear ETF | $15,001 - $50,00010 | – |
| December 14, 2023 | Sold Spouse | HDGERanger Equity Bear Bear ETF | $1,001 - $15,00010 | – |
| December 14, 2023 | Sold Spouse | HDGERanger Equity Bear Bear ETF | $1,001 - $15,00010 | – |
| December 11, 2023 | Bought Spouse | SBUXStarbucks Corp | $1,001 - $15,00010 | −68.3% |
| December 11, 2023 | Bought Spouse | VLOValero Energy Corp | $1,001 - $15,00010 | +192.6% |
| December 11, 2023 | Sold some Spouse | DGXQuest Diagnostics Inc | $1,001 - $15,00010 | −4.6% |
| December 11, 2023 | Sold some Spouse | TSMTaiwan Semiconductor Manufacturing Company Ltd. | $1,001 - $15,00010 | −251.2% |
| December 11, 2023 | Sold Spouse | AGXArgan Inc | $1,001 - $15,00010 | −624.4% |
| December 11, 2023 | Sold some Spouse | MOSMosaic Company | $1,001 - $15,00010 | +114.3% |
| December 11, 2023 | Bought Spouse | GLPIGaming and Leisure Properties, Inc. - Common Stock | $1,001 - $15,00010 | −81.8% |
| December 11, 2023 | Sold some Spouse | URAGlobal X Uranium ETF | $1,001 - $15,00010 | – |
| December 11, 2023 | Sold Spouse | FNFFidelity National Financial | $1,001 - $15,00010 | +79.8% |
| December 11, 2023 | Bought Spouse | FLNGFlex Lng Ltd | $1,001 - $15,00010 | −65.8% |
| December 11, 2023 | Sold some Spouse | IRMIron Mountain Inc | $1,001 - $15,00010 | −3.9% |
| December 11, 2023 | Bought Spouse | FMCFMC Corp | $1,001 - $15,00010 | −157.0% |
| December 11, 2023 | Bought Spouse | KMBKimberly-Clark Corp | $1,001 - $15,00010 | −81.0% |
| October 20, 2023 | Sold Spouse | PSQProShares Short QQQ | $1,001 - $15,00011 | – |
| October 20, 2023 | Bought Spouse | HDGERanger Equity Bear Bear ETF | $1,001 - $15,00011 | – |
| October 20, 2023 | Sold Spouse | PSQProShares Short QQQ | $1,001 - $15,00011 | – |
| October 20, 2023 | Bought Spouse | HDGERanger Equity Bear Bear ETF | $1,001 - $15,00011 | – |
| October 20, 2023 | Sold Spouse | PSQProShares Short QQQ | $1,001 - $15,00011 | – |
| October 20, 2023 | Bought Spouse | HDGERanger Equity Bear Bear ETF | $1,001 - $15,00011 | – |
| October 19, 2023 | Sold Spouse | US TREASURY BILL | $15,001 - $50,00011 | – |
| October 19, 2023 | Sold Spouse | US TREASURY BILL | $15,001 - $50,00011 | – |
| October 19, 2023 | Sold Spouse | US TREASURY BILL | $15,001 - $50,00011 | – |
| October 19, 2023 | Bought Spouse | US TREASURY BILL | $50,001 - $100,00011 | – |
| October 19, 2023 | Sold Spouse | US TREASURY BILL | $50,001 - $100,00011 | – |
| October 18, 2023 | Bought Spouse | US TREASURY BILL | $15,001 - $50,00011 | – |
| October 18, 2023 | Bought Spouse | US TREASURY BILL | $15,001 - $50,00011 | – |
| October 18, 2023 | Bought Spouse | US TREASURY BILL | $50,001 - $100,00011 | – |
| October 4, 2023 | Bought Spouse | RVNCRevance Therapeutics, Inc. - Common Stock | $1,001 - $15,00011 | – |
| October 4, 2023 | Sold Spouse | GPCRStructure Therapeutics Inc | $1,001 - $15,00011 | +141.1% |
| September 26, 2023 | Sold Spouse | US TREASURY BILL | $1,001 - $15,00012 | – |
| September 26, 2023 | Sold Spouse | US TREASURY BILL | $15,001 - $50,00012 | – |
| September 25, 2023 | Bought Spouse | US TREASURY BILL | $1,001 - $15,00012 | – |
| September 25, 2023 | Bought Spouse | US TREASURY BILL | $15,001 - $50,00012 | – |
| September 21, 2023 | Sold Spouse | US TREASURY BILL | $15,001 - $50,00012 | – |
| September 21, 2023 | Sold Spouse | US TREASURY BILL | $15,001 - $50,00012 | – |
| September 21, 2023 | Sold Spouse | US TREASURY BILL | $15,001 - $50,00012 | – |
| September 21, 2023 | Bought Spouse | US TREASURY BILL | $15,001 - $50,00012 | – |
| September 21, 2023 | Sold Spouse | US TREASURY BILL | $50,001 - $100,00012 | – |
| September 20, 2023 | Bought Spouse | US TREASURY BILL | $15,001 - $50,00012 | – |
| September 20, 2023 | Bought Spouse | US TREASURY BILL | $15,001 - $50,00012 | – |
| September 20, 2023 | Bought Spouse | US TREASURY BILL | $50,001 - $100,00012 | – |
| August 29, 2023 | Bought Spouse | RMDResmed Inc | $1,001 - $15,00013 | −24.1% |
| August 29, 2023 | Bought Spouse | INODInnodata Inc | $1,001 - $15,00013 | +216.7% |
| August 29, 2023 | Bought Spouse | NEENextera Energy | $1,001 - $15,00013 | −54.9% |
| August 29, 2023 | Sold Spouse | SWKSSkyworks Solutions | $1,001 - $15,00013 | +98.4% |
| August 29, 2023 | Sold Spouse | AQNAlgonquin Power and Utilities Corp | $1,001 - $15,00013 | +102.5% |
| August 29, 2023 | Sold Spouse | CRWDCrowdstrike Holdings Inc | $1,001 - $15,00013 | −448.2% |
| August 25, 2023 | Sold Spouse | NTLAIntellia Therapeutics, Inc. - Common Stock | $1,001 - $15,00013 | +145.8% |
| August 23, 2023 | Bought Spouse | PSQProShares Short QQQ | $1,001 - $15,00013 | – |
| August 23, 2023 | Bought Spouse | PSQProShares Short QQQ | $1,001 - $15,00013 | – |
| August 23, 2023 | Bought Spouse | PSQProShares Short QQQ | $1,001 - $15,00013 | – |
| August 22, 2023 | Bought Spouse | ROKRockwell Automation Inc | $1,001 - $15,00013 | −31.9% |
| August 22, 2023 | Sold Spouse | MPWMedical Properties Trust | $1,001 - $15,00013 | – |
| August 18, 2023 | Sold Spouse | PSQProShares Short QQQ | $1,001 - $15,00013 | – |
| August 18, 2023 | Sold Spouse | PSQProShares Short QQQ | $1,001 - $15,00013 | – |
| August 16, 2023 | Bought Spouse | XCEMColumbia EM Core Ex-China ETF | $1,001 - $15,00013 | – |
| August 16, 2023 | Sold Spouse | JHEMJohn Hancock Multifactor Emerging Markets ETF | $1,001 - $15,00013 | – |
| August 16, 2023 | Sold Spouse | JHEMJohn Hancock Multifactor Emerging Markets ETF | $1,001 - $15,00013 | – |
| August 15, 2023 | Sold Spouse | BAHBooz Allen Hamilton Holding Corp | $1,001 - $15,00013 | +113.3% |
| August 10, 2023 | Sold Spouse | RMBSRambus Inc | $1,001 - $15,00013 | −15.4% |
| August 10, 2023 | Bought Spouse | SOFISofi Technologies Inc | $1,001 - $15,00013 | −1.0% |
| August 4, 2023 | Sold Spouse | FTNTFortinet Inc | $1,001 - $15,00013 | −147.7% |
| August 2, 2023 | Bought Spouse | US TREASURY BILL | $15,001 - $50,00013 | – |
| July 28, 2023 | Bought Spouse | US TREASURY BILL | $15,001 - $50,00014 | – |
| July 28, 2023 | Bought Spouse | US TREASURY BILL | $15,001 - $50,00014 | – |
| July 28, 2023 | Bought Spouse | US TREASURY BILL | $50,001 - $100,00014 | – |
| July 27, 2023 | Sold Spouse | US TREASURY BILL | $15,001 - $50,00014 | – |
| July 27, 2023 | Sold Spouse | US TREASURY BILL | $15,001 - $50,00014 | – |
| July 13, 2023 | Sold Spouse | US TREASURY BILL | $15,001 - $50,00014 | – |
| July 13, 2023 | Bought Spouse | PSQProShares Short QQQ | $1,001 - $15,00014 | – |
| July 13, 2023 | Sold Spouse | HDGERanger Equity Bear Bear ETF | $1,001 - $15,00014 | – |
| July 13, 2023 | Sold Spouse | US TREASURY BILL | $50,001 - $100,00014 | – |
| July 13, 2023 | Sold Spouse | US TREASURY BILL | $15,001 - $50,00014 | – |
| July 13, 2023 | Bought Spouse | PSQProShares Short QQQ | $1,001 - $15,00014 | – |
| July 13, 2023 | Sold Spouse | HDGERanger Equity Bear Bear ETF | $15,001 - $50,00014 | – |
| July 10, 2023 | Bought Spouse | VZVerizon Communications Inc | $1,001 - $15,00014 | −49.2% |
| July 10, 2023 | Bought Spouse | FNFFidelity National Financial | $1,001 - $15,00014 | −61.4% |
| July 6, 2023 | Bought Spouse | US TREASURY BILL | $15,001 - $50,00014 | – |
| July 6, 2023 | Bought Spouse | US TREASURY BILL | $15,001 - $50,00014 | – |
| June 20, 2023 | Sold Spouse | US TREASURY BILL | $1,001 - $15,00015 | – |
| June 20, 2023 | Sold Spouse | US TREASURY BILL | $15,001 - $50,00015 | – |
| June 20, 2023 | Sold Spouse | ETNEaton Corporation, PLC Ordinary Shares | $1,001 - $15,00015 | −24.9% |
| June 20, 2023 | Bought Spouse | TTTrane Technologies plc | $1,001 - $15,00015 | +69.7% |
| June 16, 2023 | Bought Spouse | US TREASURY BILL | $1,001 - $15,00015 | – |
| June 16, 2023 | Bought Spouse | US TREASURY BILL | $15,001 - $50,00015 | – |
| May 25, 2023 | Sold some Spouse | NVDANVIDIA Corporation - Common Stock | $1,001 - $15,00016 | −385.8% |
| May 22, 2023 | Bought Spouse | BAHBooz Allen Hamilton Holding Corporation Common Sto | $1,001 - $15,00016 | −104.6% |
| May 22, 2023 | Bought Spouse | NTLAIntellia Therapeutics, Inc. - Common Stock | $1,001 - $15,00016 | −158.7% |
| May 22, 2023 | Sold Spouse | KEYSKeysight Technologies Inc. Common Stock | $1,001 - $15,00016 | −31.2% |
| May 22, 2023 | Sold Spouse | DISWalt Disney Company (The) Common Stock | $1,001 - $15,00016 | +63.8% |
| May 9, 2023LATE | Sold Spouse | PYPLPayPal Holdings, Inc. - Common Stock | $1,001 - $15,00016 | +101.1% |
| May 9, 2023LATE | Bought Spouse | US TREASURY BILL | $50,001 - $100,00016 | – |
| May 2, 2023LATE | Sold Spouse | US TREASURY BILL | $1,001 - $15,00016 | – |
| May 2, 2023LATE | Sold Spouse | US TREASURY BILL | $50,001 - $100,00016 | – |
| May 2, 2023LATE | Sold Spouse | US TREASURY BILL | $1,001 - $15,00016 | – |
| May 2, 2023LATE | Sold Spouse | US TREASURY BILL | $15,001 - $50,00016 | – |
| May 1, 2023LATE | Bought Spouse | US TREASURY BILL | $1,001 - $15,00016 | – |
| May 1, 2023LATE | Bought Spouse | US TREASURY BILL | $15,001 - $50,00016 | – |
| April 26, 2023 | Bought Spouse | NVSNovartis AG Common Stock | $1,001 - $15,00017 | −44.2% |
| April 26, 2023 | Sold some Spouse | TMOThermo Fisher Scientific Inc Common Stock | $1,001 - $15,00017 | +60.2% |
| April 20, 2023 | Sold Spouse | US TREASURY BILL | $15,001 - $50,00017 | – |
| April 20, 2023 | Sold Spouse | US TREASURY BILL | $15,001 - $50,00017 | – |
| April 19, 2023 | Bought Spouse | US TREASURY BILL | $15,001 - $50,00017 | – |
| April 19, 2023 | Bought Spouse | US TREASURY BILL | $15,001 - $50,00017 | – |
| April 17, 2023 | Sold Spouse | FIMKXFidelity Advisor Emerging Markets Fund Class I | $1,001 - $15,00017 | – |
| April 17, 2023 | Sold Spouse | FCPIXFidelity Advisor International Capital Appreciat | $1,001 - $15,00017 | – |
| April 17, 2023 | Sold Spouse | JHMMJohn Hancock Multifactor Mid Cap ETF | $1,001 - $15,00017 | – |
| April 17, 2023 | Sold Spouse | SBIOAlps Medical Breakthroughs ETF | $1,001 - $15,00017 | – |
| April 17, 2023 | Sold Spouse | LGILazard Global Total Return and Income Fund Common | $1,001 - $15,00017 | +78.1% |
| April 17, 2023 | Sold Spouse | BRKRBruker Corporation - Common Stock | $1,001 - $15,00017 | +120.1% |
| April 17, 2023 | Sold Spouse | AVNTAvient Corporation Common Stock | $1,001 - $15,00017 | +90.6% |
| April 17, 2023 | Sold Spouse | FDNFirst Trust Dow Jones Internet ETF | $1,001 - $15,00017 | – |
| April 17, 2023 | Sold Spouse | RTHVanEck Retail ETF | $1,001 - $15,00017 | – |
| April 17, 2023 | Sold Spouse | SNDRSchneider National, Inc. Common Stock | $1,001 - $15,00017 | +69.1% |
| April 17, 2023 | Sold Spouse | DGRSWisdomTree U.S. SmallCap Quality Dividend Growth F | $1,001 - $15,00017 | – |
| April 17, 2023 | Sold Spouse | MRVLMarvell Technology Group Ltd. - Common Stock | $1,001 - $15,00017 | −409.8% |
| April 17, 2023 | Sold Spouse | ALGMAllegro MicroSystems, Inc. - Common Stock | $1,001 - $15,00017 | +113.5% |
| April 17, 2023 | Sold Spouse | DIODDiodes Incorporated - Common Stock | $1,001 - $15,00017 | +89.3% |
| April 17, 2023 | Sold Spouse | VSHVishay Intertechnology, Inc. Common Stock | $1,001 - $15,00017 | +54.0% |
| April 13, 2023 | Sold Spouse | UAAUnder Armour, Inc. Class A Common Stock | $1,001 - $15,00017 | +133.2% |
| April 13, 2023 | Sold Spouse | UAUnder Armour, Inc. Class C Common Stock | $1,001 - $15,00017 | – |
| April 13, 2023 | Sold Spouse | CSCOCisco Systems, Inc. - Common Stock | $15,001 - $50,00017 | −24.7% |
| April 13, 2023 | Bought Spouse | US TREASURY BILL | $50,001 - $100,00017 | – |
| March 23, 2023 | Sold Spouse | US TREASURY BILL | $1,001 - $15,00018 | – |
| March 23, 2023 | Bought Spouse | US TREASURY BILL | $1,001 - $15,00018 | – |
| March 23, 2023 | Sold Spouse | US TREASURY BILL | $1,001 - $15,00018 | – |
| March 23, 2023 | Bought Spouse | US TREASURY BILL | $1,001 - $15,00018 | – |
| March 23, 2023 | Sold Spouse | US TREASURY BILL | $15,001 - $50,00018 | – |
| March 23, 2023 | Bought Spouse | US TREASURY BILL | $15,001 - $50,00018 | – |
| March 7, 2023 | Sold some Spouse | AAPLApple Inc. - Common Stock | $15,001 - $50,00018 | −32.8% |
| January 19, 2022LATE | Sold some Spouse | TSMTaiwan Semiconductor Manufacturing Company Ltd. | $1,001 - $15,00019 | −151.5% |
| February 28, 2023 | Bought Spouse | US TREASURY BILL | $1,001 - $15,00020 | – |
| February 21, 2023 | Sold some Spouse | QCOMQUALCOMM Incorporated - Common Stock | $1,001 - $15,00020 | +49.2% |
| February 21, 2023 | Sold Spouse | SBUXStarbucks Corporation - Common Stock | $1,001 - $15,00020 | +100.9% |
| February 21, 2023 | Sold Spouse | VFHVanguard Financials ETF | $1,001 - $15,00020 | – |
| February 21, 2023 | Bought Spouse | SQMSociedad Quimica y Minera S.A. Common Stock | $1,001 - $15,00020 | −121.5% |
| February 21, 2023 | Bought Spouse | WMWaste Management, Inc. Common Stock | $1,001 - $15,00020 | −46.4% |
| February 21, 2023 | Sold some Spouse | TSMTaiwan Semiconductor Manufacturing Company Ltd. | $1,001 - $15,00020 | −288.4% |
| February 21, 2023 | Bought Spouse | AGXArgan, Inc. Common Stock | $1,001 - $15,00020 | +683.2% |
| February 21, 2023 | Sold Spouse | KBESPDR S&P Bank ETF | $1,001 - $15,00020 | – |
| February 21, 2023 | Bought Spouse | HASIHannon Armstrong Sustainable Infrastructure Capita | $1,001 - $15,00020 | −78.7% |
| February 21, 2023 | Bought Spouse | MOSMosaic Company (The) Common Stock | $1,001 - $15,00020 | −154.6% |
| February 21, 2023 | Bought Spouse | FPIFarmland Partners Inc. Common Stock | $1,001 - $15,00020 | −106.9% |
| February 21, 2023 | Sold Spouse | RTHVanEck Retail ETF | $1,001 - $15,00020 | – |
| February 21, 2023 | Bought Spouse | BSMBlack Stone Minerals, L.P. Common units representi | $1,001 - $15,00020 | −96.1% |
| February 21, 2023 | Bought Spouse | RTXRaytheon Technologies Corporation Common Stock | $1,001 - $15,00020 | −7.6% |
| February 21, 2023 | Sold some Spouse | IRMIron Mountain Incorporated (Delaware)Common Stock | $1,001 - $15,00020 | −29.0% |
| February 21, 2023 | Sold some Spouse | APOApollo Global Management, Inc. Class A Common Stoc | $1,001 - $15,00020 | +33.6% |
| February 15, 2023 | Sold some Spouse | ABYIXAbbey Capital Futures Strategy Fund- Class I Sha | $1,001 - $15,00020 | – |
| February 15, 2023 | Sold some Spouse | MBXIXCatalyst/Millburn Hedge Strategy Fund Class I | $1,001 - $15,00020 | – |
| February 15, 2023 | Sold Spouse | LUBYXLord Abbett Ultra Short Bond Fund - Class I | $15,001 - $50,00020 | – |
| February 15, 2023 | Bought Spouse | US TREASURY BILL | $1,001 - $15,00020 | – |
| February 15, 2023 | Bought Spouse | US TREASURY BILL | $15,001 - $50,00020 | – |
| February 15, 2023 | Sold some Spouse | JHMMJohn Hancock Multifactor Mid Cap ETF | $1,001 - $15,00020 | – |
| February 15, 2023 | Bought Spouse | VHTVanguard Health Care ETF | $1,001 - $15,00020 | – |
| February 15, 2023 | Sold Spouse | SBIOALPS Medical Breakthroughs ETF | $1,001 - $15,00020 | – |
| February 15, 2023 | Bought Spouse | IVViShares Core S&P 500 ETF | $1,001 - $15,00020 | – |
| February 15, 2023 | Bought Spouse | IJRiShares Core S&P Small-Cap ETF | $1,001 - $15,00020 | – |
| February 15, 2023 | Bought Spouse | IWDiShares Russell 1000 Value ETF | $1,001 - $15,00020 | – |
| February 15, 2023 | Sold Spouse | CDLVictoryShares US Large Cap High Div Volatility Wtd | $1,001 - $15,00020 | – |
| February 15, 2023 | Sold some Spouse | SPGPInvesco S&P 500 GARP ETF | $1,001 - $15,00020 | – |
| February 15, 2023 | Sold some Spouse | GNRSPDR S&P Global Natural Resources ETF | $1,001 - $15,00020 | – |
| February 15, 2023 | Sold Spouse | LDPCohen & Steers Limited Duration Preferred and Inco | $1,001 - $15,00020 | +95.9% |
| February 15, 2023 | Bought Spouse | QTECFirst Trust NASDAQ-100-Technology Sector Index Fun | $1,001 - $15,00020 | – |
| February 15, 2023 | Sold Spouse | FDNFirst Trust DJ Internet Index Fund | $1,001 - $15,00020 | – |
| February 15, 2023 | Sold Spouse | RTHVanEck Retail ETF | $1,001 - $15,00020 | – |
| February 15, 2023 | Sold some Spouse | MOOVanEck Agribusiness ETF | $1,001 - $15,00020 | – |
| February 15, 2023 | Bought Spouse | IGHGProShares Investment Grade-Interest Rate Hedged | $1,001 - $15,00020 | – |
| February 15, 2023 | Bought Spouse | GBILGoldman Sachs Access Treasury 0-1 Year ETF | $1,001 - $15,00020 | – |
| February 15, 2023 | Sold some Spouse | FDRRFidelity Dividend ETF for Rising Rates | $1,001 - $15,00020 | – |
| February 15, 2023 | Sold Spouse | FQALFidelity Quality Factor ETF | $1,001 - $15,00020 | – |
| February 15, 2023 | Sold Spouse | NXTGFirst Trust Indxx NextG ETF | $1,001 - $15,00020 | – |
| January 31, 2023 | Sold Spouse | US TREASURY BILL | $15,001 - $50,00021 | – |
| January 31, 2023 | Bought Spouse | US TREASURY BILL | $15,001 - $50,00021 | – |
| January 31, 2023 | Bought Spouse | US TREASURY BILL | $15,001 - $50,00021 | – |
| January 18, 2023 | Sold Spouse | RIORio Tinto Plc | $1,001 - $15,00021 | +79.1% |
| January 18, 2023 | Bought Spouse | FPIFarmland Partners Inc. Common Stock | $1,001 - $15,00021 | −118.0% |
| January 13, 2023 | Bought Spouse | UBS CONTINGENT AUTOCALL MET | $15,001 - $50,00021 | – |
| January 12, 2023 | Sold Spouse | AQNAlgonquin Power and Utilities Corp | $1,001 - $15,00021 | +120.9% |
| January 11, 2023 | Bought Spouse | AMTAmerican Tower Corporation (REIT) Common Stock | $1,001 - $15,00021 | −113.9% |
| January 11, 2023 | Sold Spouse | SRVRPacer Benchmark Data & Infrastructure Real Estate | $1,001 - $15,00021 | – |
| January 11, 2023 | Sold Spouse | MOOVanEck Agribusiness ETF | $1,001 - $15,00021 | – |
| January 11, 2023 | Bought Spouse | ATKRAtkore Inc. Common Stock | $1,001 - $15,00021 | −117.9% |
| January 11, 2023 | Sold Spouse | HOLXHologic, Inc. - Common Stock | $1,001 - $15,00021 | – |
| January 11, 2023 | Bought Spouse | BHPBHP Group Limited American Depositary Shares (Each | $1,001 - $15,00021 | −71.4% |
| January 11, 2023 | Sold Spouse | RMDResMed Inc. Common Stock | $1,001 - $15,00021 | +82.2% |
| January 11, 2023 | Sold some Spouse | CVSCVS Health Corporation Common Stock | $1,001 - $15,00021 | +92.2% |
| January 11, 2023 | Sold Spouse | TUTelus Corporation Ordinary Shares | $1,001 - $15,00021 | +153.8% |
| January 11, 2023 | Bought Spouse | DLRDigital Realty Trust, Inc. Common Stock | $1,001 - $15,00021 | −27.6% |
| January 11, 2023 | Sold Spouse | AXSAxis Capital Holdings Limited Common Stock | $1,001 - $15,00021 | +19.3% |
| January 11, 2023 | Bought Spouse | CMECME Group Inc. - Class A Common Stock | $1,001 - $15,00021 | −27.8% |
| January 11, 2023 | Bought Spouse | SANDSandstorm Gold Ltd. Ordinary Shares (Canada) | $1,001 - $15,00021 | – |
| January 11, 2023 | Bought Spouse | BSMBlack Stone Minerals, L.P. Common units representi | $1,001 - $15,00021 | −99.5% |
| January 11, 2023 | Bought Spouse | URAGlobal X Uranium ETF | $1,001 - $15,00021 | – |
| January 11, 2023 | Bought Spouse | FLNGFLEX LNG Ltd. Ordinary Shares | $1,001 - $15,00021 | −102.7% |
| January 11, 2023 | Bought Spouse | EQNREquinor ASA | $1,001 - $15,00021 | −42.8% |
| January 11, 2023 | Sold Spouse | MCDMcDonald's Corporation Common Stock | $1,001 - $15,00021 | +104.9% |
| January 4, 2023 | Sold Spouse | MAXRMaxar Technologies Inc | $1,001 - $15,00021 | – |
| January 4, 2023 | Bought Spouse | MGMMGM Resorts International Common Stock | $1,001 - $15,00021 | −118.2% |
| December 29, 2022 | Sold Spouse | JPM CONTINGENT AUTOCALL GILD SQGER | $15,001 - $50,00022 | – |
| December 20, 2022 | Bought Spouse | US TREASURY BILL | $15,001 - $50,00022 | – |
| November 29, 2022 | Sold Spouse | WIWWestern Asset Inflation-Linked Opportunities & Inc | $1,001 - $15,00023 | +111.5% |
| November 29, 2022 | Bought Spouse | GBILGoldman Sachs Access Treasury 0-1 Year ETF | $1,001 - $15,00023 | – |
| November 29, 2022 | Sold Spouse | WIWWestern Asset Inflation-Linked Opportunities & Inc | $1,001 - $15,00023 | +111.5% |
| November 29, 2022 | Bought Spouse | GBILGoldman Sachs Access Treasury 0-1 Year ETF | $1,001 - $15,00023 | – |
| November 29, 2022 | Sold Spouse | US TREASURY BILL | $15,001 - $50,00023 | – |
| November 15, 2022 | Sold Spouse | WIWWestern Asset Inflation-Linked Opportunities & Inc | $15,001 - $50,00023 | +108.9% |
| November 15, 2022 | Bought Spouse | GBILGoldman Sachs Access Treasury 0-1 Year ETF | $15,001 - $50,00023 | – |
| November 8, 2022 | Sold Spouse | LUBYXLord Abbett Ultra Short Bond Fund - Class I | $1,001 - $15,00023 | – |
| November 8, 2022 | Sold Spouse | WIWWestern Asset Inflation-Linked Opportunities & Inc | $1,001 - $15,00023 | +115.8% |
| November 8, 2022 | Sold Spouse | LDPCohen & Steers Limited Duration Preferred and Inco | $1,001 - $15,00023 | +102.2% |
| November 8, 2022 | Bought Spouse | GBILGoldman Sachs Access Treasury 0-1 Year ETF | $15,001 - $50,00023 | – |
| October 27, 2022 | Bought Spouse | BMNBlackRock 2037 Municipal Target Term Trust Common | $1,001 - $15,00024 | −113.9% |
| October 17, 2022 | Bought Spouse | US TREASURY BILL | $15,001 - $50,00024 | – |
| October 17, 2022 | Bought Spouse | MBXIXCatalyst/Millburn Hedge Strategy Fund Class I | $1,001 - $15,00024 | – |
| October 17, 2022 | Sold Spouse | GSMYXGoldman Sachs Small/Mid-Cap Growth Fund Inst Cl | $1,001 - $15,00024 | – |
| October 17, 2022 | Bought Spouse | SBPYXClearbridge Small Cap Growth Fd Cl I | $1,001 - $15,00024 | – |
| October 17, 2022 | Sold Spouse | FIMKX - Fidelity Advisor Focused Emerging Markets I | $1,001 - $15,00024 | – |
| October 17, 2022 | Sold Spouse | FCPIXFidelity Advisor International Capital Appreciat | $1,001 - $15,00024 | – |
| October 17, 2022 | Sold Spouse | VZVerizon Communications Inc. Common Stock | $1,001 - $15,00024 | +91.0% |
| October 17, 2022 | Bought Spouse | CVSCVS Health Corporation Common Stock | $1,001 - $15,00024 | −108.8% |
| October 17, 2022 | Sold Spouse | DLRDigital Realty Trust, Inc. Common Stock | $1,001 - $15,00024 | +25.5% |
| October 17, 2022 | Bought Spouse | TSMTaiwan Semiconductor Manufacturing Company Ltd. | $1,001 - $15,00024 | +440.3% |
| October 17, 2022 | Bought Spouse | MPWMedical Properties Trust, Inc. common stock | $1,001 - $15,00024 | – |
| October 17, 2022 | Sold Spouse | SRVRPacer Benchmark Data & Infrastructure Real Estate | $1,001 - $15,00024 | – |
| October 17, 2022 | Sold Spouse | LDPCohen & Steers Limited Duration Preferred and Inco | $1,001 - $15,00024 | +106.4% |
| October 17, 2022 | Bought Spouse | EFADProShares Trust ProShares MSCI EAFE Dividend Growe | $1,001 - $15,00024 | – |
| October 17, 2022 | Sold Spouse | GMREGlobal Medical REIT Inc. Common Stock | $1,001 - $15,00024 | – |
| October 17, 2022 | Bought Spouse | JHEMJohn Hancock Multifactor Emerging Markets ETF | $1,001 - $15,00024 | – |
| October 17, 2022 | Bought Spouse | ABTAbbott Laboratories Common Stock | $1,001 - $15,00024 | −109.1% |
| October 17, 2022 | Sold Spouse | DISWalt Disney Company (The) Common Stock | $1,001 - $15,00024 | +96.8% |
| October 17, 2022 | Sold Spouse | INTCIntel Corporation - Common Stock | $1,001 - $15,00024 | −150.6% |
| October 10, 2022 | Bought Spouse | HDGERanger Equity Bear Bear ETF | $1,001 - $15,00024 | – |
| October 10, 2022 | Bought Spouse | HDGERanger Equity Bear Bear ETF | $1,001 - $15,00024 | – |
| October 10, 2022 | Sold Spouse | PSQProShares Short QQQ | $1,001 - $15,00024 | – |
| October 10, 2022 | Bought Spouse | HDGERanger Equity Bear Bear ETF | $1,001 - $15,00024 | – |
| October 10, 2022 | Bought Spouse | HDGERanger Equity Bear Bear ETF | $15,001 - $50,00024 | – |
| October 5, 2022 | Sold Spouse | PSQProShares Short QQQ | $1,001 - $15,00024 | – |
| October 5, 2022 | Sold Spouse | PSQProShares Short QQQ | $1,001 - $15,00024 | – |
| October 5, 2022 | Sold Spouse | SHProShares Short S&P500 | $1,001 - $15,00024 | – |
| October 5, 2022 | Bought Spouse | HDGERanger Equity Bear Bear ETF | $1,001 - $15,00024 | – |
| October 5, 2022 | Sold Spouse | PSQProShares Short QQQ | $15,001 - $50,00024 | – |
| October 4, 2022 | Sold Spouse | HQLTeklaLife Sciences Investors Common Stock | $1,001 - $15,00024 | +86.0% |
| October 4, 2022 | Sold Spouse | JPM Contingent Autocall C | $1,001 - $15,00024 | – |
| October 4, 2022 | Sold Spouse | NIDNuveen Intermediate Duration Municipal Term Fund C | $15,001 - $50,00024 | – |
| October 4, 2022 | Sold Spouse | SBIOAlps Medical Breakthroughs ETF | $1,001 - $15,00024 | – |
| September 19, 2022 | Sold Spouse | SHProShares Short S&P500 | $1,001 - $15,00025 | – |
| September 19, 2022 | Sold Spouse | SHProShares Short S&P500 | $1,001 - $15,00025 | – |
| September 19, 2022 | Sold Spouse | SHProShares Short S&P500 | $15,001 - $50,00025 | – |
| September 15, 2022 | Sold Spouse | BCS Contingent Autocall COF | $15,001 - $50,00025 | – |
| September 8, 2022 | Sold Spouse | SQMSociedad Quimica y Minera S.A. Common Stock | $1,001 - $15,00025 | +138.4% |
| August 18, 2022 | Bought Spouse | SQMSociedad Quimica y Minera S.A. Common Stock | $1,001 - $15,00026 | −116.1% |
| August 18, 2022 | Sold Spouse | FASTFastenal Company - Common Stock | $1,001 - $15,00026 | −2.5% |
| August 10, 2022 | Bought Spouse | MBXIXCatalyst/Millburn Hedge Strategy Fund Class I | $1,001 - $15,00026 | – |
| August 10, 2022 | Bought Spouse | LUBYXLord Abbett Ultra Short Bond Fund - Class I | $1,001 - $15,00026 | – |
| August 10, 2022 | Bought Spouse | GSIMXGoldman Sachs Gqg Partners International Opportu | $1,001 - $15,00026 | – |
| August 10, 2022 | Sold Spouse | GSMYXGoldman Sachs Small/Mid-Cap Growth Fund Inst Cl | $1,001 - $15,00026 | – |
| August 10, 2022 | Sold Spouse | FIMKX - Fidelity Advisor Focused Emerging Markets I | $1,001 - $15,00026 | – |
| August 10, 2022 | Sold Spouse | FCPIXFidelity Advisor International Capital Appreciat | $1,001 - $15,00026 | – |
| August 10, 2022 | Sold Spouse | IJSiShares S&P SmallCap 600 Value ETF | $1,001 - $15,00026 | – |
| August 10, 2022 | Bought Spouse | JHMMJohn Hancock Multifactor Mid Cap ETF | $1,001 - $15,00026 | – |
| August 10, 2022 | Sold some Spouse | WIWWestern Asset Inflation-Linked Opportunities & Inc | $1,001 - $15,00026 | – |
| August 10, 2022 | Sold Spouse | IVViShares Core S&P 500 | $1,001 - $15,00026 | – |
| August 10, 2022 | Sold some Spouse | LGILazard Global Total Return and Income Fund Common | $1,001 - $15,00026 | – |
| August 10, 2022 | Sold Spouse | KRESPDR S&P Regional Banking ETF | $1,001 - $15,00026 | – |
| August 10, 2022 | Bought Spouse | CDLVictoryShares US Large Cap High Div Volatility Wtd | $1,001 - $15,00026 | – |
| August 10, 2022 | Sold some Spouse | CFAVictoryShares US 500 Volatility Wtd ETF | $1,001 - $15,00026 | – |
| August 10, 2022 | Bought Spouse | PRFInvesco FTSE RAFI US 1000 ETF | $1,001 - $15,00026 | – |
| August 10, 2022 | Bought Spouse | EELVS&P Emerging Markets Low Vol Invesco ETF | $1,001 - $15,00026 | – |
| August 10, 2022 | Bought Spouse | SPGPInvesco S&P 500 GARP ETF | $1,001 - $15,00026 | – |
| August 10, 2022 | Sold some Spouse | SRVRPacer Benchmark Data & Infrastructure Real Estate | $1,001 - $15,00026 | – |
| August 10, 2022 | Sold some Spouse | CEFSprott Physical Gold & Silver Trust | $1,001 - $15,00026 | – |
| August 10, 2022 | Sold Spouse | GLDSPDR Gold Trust | $1,001 - $15,00026 | – |
| August 10, 2022 | Sold some Spouse | GNRSPDR S&P Global Natural Resources ETF | $1,001 - $15,00026 | – |
| August 10, 2022 | Sold some Spouse | CIBRFirst Trust Nasdaq Cybersecurity ETF | $1,001 - $15,00026 | – |
| August 10, 2022 | Sold some Spouse | LDPCohen & Steers Limited Duration Preferred and Inco | $1,001 - $15,00026 | – |
| August 10, 2022 | Sold Spouse | QTECFirst Trust NASDAQ-100-Technology Sector Index Fun | $1,001 - $15,00026 | – |
| August 10, 2022 | Sold Spouse | GDXJVanEck Vectors Junior Gold Miners ETF | $1,001 - $15,00026 | – |
| August 10, 2022 | Sold some Spouse | MOOVanEck Agribusiness ETF | $1,001 - $15,00026 | – |
| August 10, 2022 | Bought Spouse | GSSCGS Activebeta U.S. Small Cap Equity ETF | $1,001 - $15,00026 | – |
| August 10, 2022 | Bought Spouse | SMDVProShares Russell 2000 Dividend Growers ETF | $1,001 - $15,00026 | – |
| August 10, 2022 | Sold Spouse | DGRSWisdomTree U.S. SmallCap Quality Dividend Growth F | $1,001 - $15,00026 | – |
| August 10, 2022 | Sold Spouse | FINXGlobal X FinTech ETF | $1,001 - $15,00026 | – |
Showing the latest 400 of 924 trades.
Sources
Each trade links to the report it was filed on.
- 1Thomas R Carper: periodic transaction report filed January 2, 2025https://efdsearch.senate.gov/search/view/ptr/f9489b59-1c75-4788-acc1-de9cfb0130ba/Sf9489b59-1c75-4788-acc1-de9cfb0130ba
- 2Thomas R Carper: periodic transaction report filed September 3, 2024https://efdsearch.senate.gov/search/view/ptr/681ac8fb-7808-41f6-93a4-f5d792106f1b/S681ac8fb-7808-41f6-93a4-f5d792106f1b
- 3Thomas R Carper: periodic transaction report filed August 2, 2024https://efdsearch.senate.gov/search/view/ptr/74b3fbf5-ed84-4f19-a378-9c38bedb47b7/S74b3fbf5-ed84-4f19-a378-9c38bedb47b7
- 4Thomas R Carper: periodic transaction report filed July 1, 2024https://efdsearch.senate.gov/search/view/ptr/a0e19c59-403c-4f8c-acff-baddf5514333/Sa0e19c59-403c-4f8c-acff-baddf5514333
- 5Thomas R Carper: periodic transaction report filed June 3, 2024https://efdsearch.senate.gov/search/view/ptr/bc15201a-35ef-4fc1-a187-e972de9e6229/Sbc15201a-35ef-4fc1-a187-e972de9e6229
- 6Thomas R Carper: periodic transaction report filed April 30, 2024https://efdsearch.senate.gov/search/view/ptr/aa5e11c9-0cff-4bd6-ab2d-4062c5f75a1e/Saa5e11c9-0cff-4bd6-ab2d-4062c5f75a1e
- 7Thomas R Carper: periodic transaction report filed March 29, 2024https://efdsearch.senate.gov/search/view/ptr/cef7e9b3-a592-4044-80bc-4c2100a0e5cc/Scef7e9b3-a592-4044-80bc-4c2100a0e5cc
- 8Thomas R Carper: periodic transaction report filed March 4, 2024https://efdsearch.senate.gov/search/view/ptr/d6290ba2-3a9e-4774-bcd6-6bd2d90e4138/Sd6290ba2-3a9e-4774-bcd6-6bd2d90e4138
- 9Thomas R Carper: periodic transaction report filed February 2, 2024https://efdsearch.senate.gov/search/view/ptr/b4ca9424-b0ec-49dc-8fa5-12df45a24a11/Sb4ca9424-b0ec-49dc-8fa5-12df45a24a11
- 10Thomas R Carper: periodic transaction report filed January 3, 2024https://efdsearch.senate.gov/search/view/ptr/da48ee62-8b92-4e12-86d5-1fcf549e700e/Sda48ee62-8b92-4e12-86d5-1fcf549e700e
- 11Thomas R Carper: periodic transaction report filed November 2, 2023https://efdsearch.senate.gov/search/view/ptr/db15d6a0-be3a-4d3d-bae5-111ba9613f2f/Sdb15d6a0-be3a-4d3d-bae5-111ba9613f2f
- 12Thomas R Carper: periodic transaction report filed October 2, 2023https://efdsearch.senate.gov/search/view/ptr/12e91d2d-b80a-457b-9617-8aac807b3f77/S12e91d2d-b80a-457b-9617-8aac807b3f77
- 13Thomas R Carper: periodic transaction report filed September 5, 2023https://efdsearch.senate.gov/search/view/ptr/50f3a11f-b122-4eea-9fd2-f72ed02ade96/S50f3a11f-b122-4eea-9fd2-f72ed02ade96
- 14Thomas R Carper: periodic transaction report filed August 2, 2023https://efdsearch.senate.gov/search/view/ptr/95c4f4bf-b94b-45a2-9e9c-ab0c4063a4cf/S95c4f4bf-b94b-45a2-9e9c-ab0c4063a4cf
- 15Thomas R Carper: periodic transaction report filed June 30, 2023https://efdsearch.senate.gov/search/view/ptr/4051c0ea-b864-490b-b70f-ae138819aa7e/S4051c0ea-b864-490b-b70f-ae138819aa7e
- 16Thomas R Carper: periodic transaction report filed June 30, 2023https://efdsearch.senate.gov/search/view/ptr/bfa6da09-7bdc-4d02-b50d-47c9c94a66a0/Sbfa6da09-7bdc-4d02-b50d-47c9c94a66a0
- 17Thomas R Carper: periodic transaction report filed May 1, 2023https://efdsearch.senate.gov/search/view/ptr/9fb1b3e0-af5f-4e09-a581-400911ca3786/S9fb1b3e0-af5f-4e09-a581-400911ca3786
- 18Thomas R Carper: periodic transaction report filed April 3, 2023https://efdsearch.senate.gov/search/view/ptr/83caeb49-28d0-4805-8599-c6d92c3afdd7/S83caeb49-28d0-4805-8599-c6d92c3afdd7
- 19Thomas R Carper: periodic transaction report filed March 28, 2023https://efdsearch.senate.gov/search/view/ptr/86e2f153-05cc-4e3b-8e34-42f21db242d3/S86e2f153-05cc-4e3b-8e34-42f21db242d3
- 20Thomas R Carper: periodic transaction report filed March 1, 2023https://efdsearch.senate.gov/search/view/ptr/d6484f32-d001-408c-82a9-4d6d6ec8f43c/Sd6484f32-d001-408c-82a9-4d6d6ec8f43c
- 21Thomas R Carper: periodic transaction report filed February 2, 2023https://efdsearch.senate.gov/search/view/ptr/d8492435-8553-415f-b62f-05a5265f41ef/Sd8492435-8553-415f-b62f-05a5265f41ef
- 22Thomas R Carper: periodic transaction report filed January 5, 2023https://efdsearch.senate.gov/search/view/ptr/3091f74a-6d05-49da-b260-8c6866ce7fa5/S3091f74a-6d05-49da-b260-8c6866ce7fa5
- 23Thomas R Carper: periodic transaction report filed December 9, 2022https://efdsearch.senate.gov/search/view/ptr/5ac4d053-0258-4531-af39-8a8067f0d085/S5ac4d053-0258-4531-af39-8a8067f0d085
- 24Thomas R Carper: periodic transaction report filed November 3, 2022https://efdsearch.senate.gov/search/view/ptr/de4faced-abf6-488c-b122-7763a37b5964/Sde4faced-abf6-488c-b122-7763a37b5964
- 25Thomas R Carper: periodic transaction report filed October 4, 2022https://efdsearch.senate.gov/search/view/ptr/008809fb-0861-4493-ba69-6520d89fd4ac/S008809fb-0861-4493-ba69-6520d89fd4ac
- 26Thomas R Carper: periodic transaction report filed September 2, 2022https://efdsearch.senate.gov/search/view/ptr/ba5ba5e2-085a-45ce-9075-fb818e972877/Sba5ba5e2-085a-45ce-9075-fb818e972877