Washington· In office since 2001 (25 yrs)· District 2
No committee assignments on record
Total Trades
66
32 YTD
Purchases
31
14 YTD
Sales
32
15 YTD
Est. Volume
~$528K
| Ticker | Company | Trade Date | Filed | Type | Amount | Filing |
|---|---|---|---|---|---|---|
| APH | Amphenol Corporation Common Stock (APH) | 2026-07-08 | 2026-07-12 | Purchase | $1,001 - $15,000 | View ↗ |
| SPGI | S&P Global Inc. Common Stock (SPGI) | 2026-07-08 | 2026-07-12 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| MCK | McKesson Corporation Common Stock (MCK) | 2026-07-08 | 2026-07-12 | Purchase | $1,001 - $15,000 | View ↗ |
| ABT | T Type DateNotification Date AmountCap. Abbott Laboratories Common Stock (ABT) | 2026-07-08 | 2026-07-12 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| BR | Common Stock (BR) | 2026-04-07 | 2026-04-15 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| CARR | Stock (CARR) | 2026-04-07 | 2026-04-15 | Purchase | $1,001 - $15,000 | View ↗ |
| CASY | Stock (CASY) | 2026-04-07 | 2026-04-15 | Purchase | $1,001 - $15,000 | View ↗ |
| SNDA | Sonida Senior Living, Inc. Common Stock (SNDA) | 2026-04-07 | 2026-04-15 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| AXP | T Type DateNotification Date AmountCap. American Express Company Common Stock (AXP) | 2026-04-07 | 2026-04-15 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| WAB | purchased those assets in March. I directed advisor to sell the Sonida stock in March. See "Sale' Transaction on this PTR Westinghouse Air Brake Technologies Corporation Common Stock (WAB) | 2026-04-07 | 2026-04-15 | Purchase | $1,001 - $15,000 | View ↗ |
| NEE | L: US based company, purchased those assets in March. This entry should be read on this PTR in conjunction with the Sonida entry listed as an Exchange. NextEra Energy, Inc. Common Stock (NEE) | 2026-04-07 | 2026-04-15 | Purchase | $1,001 - $15,000 | View ↗ |
| AWK | Inc. Common Stock (AWK) | 2026-04-07 | 2026-04-15 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| CASY | Caseys General Stores, Inc. - Common Stock (CASY) | 2026-04-07 | 2026-04-15 | Purchase | $1,001 - $15,000 | View ↗ |
| CARR | Carrier Global Corporation Common Stock (CARR) | 2026-04-07 | 2026-04-15 | Purchase | $1,001 - $15,000 | View ↗ |
| BR | Broadridge Financial Solutions, Inc. Common Stock (BR) | 2026-04-07 | 2026-04-15 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| AWK | American Water Works Company, Inc. Common Stock (AWK) | 2026-04-07 | 2026-04-15 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| AXP | Stock (AXP) | 2026-04-07 | 2026-04-15 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| PAYX | Paychex, Inc. - Common Stock (PAYX) | 2026-04-07 | 2026-04-15 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| SNDA | Sonida Senior Living, Inc. Common Stock (SNDA) | 2026-03-31 | 2026-04-15 | Exchange | $1,001 - $15,000 | View ↗ |
| SNDA | purchased those assets in March. I directed advisor to sell the Sonida stock in March and the proceeds from the sale were placed in Fixed Income Mutual Funds-based account I already hold. Per requirements, I will report in CY27 on my FDFY26 report which mutual funds proceeds went into. JTSonida Senior Living, Inc. Common Stock (SNDA) | 2026-03-31 | 2026-04-15 | Exchange | $1,001 - $15,000 | View ↗ |
| — | Type DateNotification Date AmountCap. JTCNL Healthcare Properties Inc (widely held) | 2026-03-31 | 2026-04-15 | Exchange | $1,001 - $15,000 | View ↗ |
| WM | Stock (WM) | 2026-01-07 | 2026-01-14 | Purchase | $1,001 - $15,000 | View ↗ |
| VRSK | Verisk Analytics, Inc. - Common Stock (VRSK) | 2026-01-07 | 2026-01-14 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| MDLZ | Common Stock (MDLZ) | 2026-01-07 | 2026-01-14 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| DRI | Stock (DRI) | 2026-01-07 | 2026-01-14 | Purchase | $1,001 - $15,000 | View ↗ |
| MDLZ | Mondelez International, Inc. - Class A Common Stock (MDLZ) | 2026-01-07 | 2026-01-14 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| META | Meta Platforms, Inc. - Class A Common Stock (META) | 2026-01-07 | 2026-01-14 | Purchase | $1,001 - $15,000 | View ↗ |
| ESS | Essex Property Trust, Inc. Common Stock (ESS) | 2026-01-07 | 2026-01-14 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| DRI | T Type DateNotification Date AmountCap. Darden Restaurants, Inc. Common Stock (DRI) | 2026-01-07 | 2026-01-14 | Purchase | $1,001 - $15,000 | View ↗ |
| WM | Type DateNotification Date AmountCap. Waste Management, Inc. Common Stock (WM) | 2026-01-07 | 2026-01-14 | Purchase | $1,001 - $15,000 | View ↗ |
| ESS | Stock (ESS) | 2026-01-07 | 2026-01-14 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| META | Common Stock (META) | 2026-01-07 | 2026-01-14 | Purchase | $1,001 - $15,000 | View ↗ |
| ZTS | Type DateNotification Date AmountCap. Zoetis Inc. Class A Common Stock (ZTS) | 2025-10-06 | 2025-10-16 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| AEP | Inc. (AEP) | 2025-10-06 | 2025-10-16 | Purchase | $1,001 - $15,000 | View ↗ |
| CL | Stock (CL) | 2025-10-06 | 2025-10-16 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| ODFL | Common Stock (ODFL) | 2025-10-06 | 2025-10-16 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| WMT | Walmart Inc. Common Stock (WMT) | 2025-10-06 | 2025-10-16 | Purchase | $1,001 - $15,000 | View ↗ |
| ABT | T Type DateNotification Date AmountCap. Abbott Laboratories Common Stock (ABT) | 2025-10-06 | 2025-10-16 | Purchase | $1,001 - $15,000 | View ↗ |
| AEP | American Electric Power Company, Inc. (AEP) | 2025-10-06 | 2025-10-16 | Purchase | $1,001 - $15,000 | View ↗ |
| CL | Colgate-Palmolive Company Common Stock (CL) | 2025-10-06 | 2025-10-16 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| ODFL | Old Dominion Freight Line, Inc. - Common Stock (ODFL) | 2025-10-06 | 2025-10-16 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| NEE | NextEra Energy, Inc. Common Stock (NEE) | 2025-04-09 | 2025-04-15 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| AXP | T Type DateNotification Date AmountCap. American Express Company Common Stock (AXP) | 2025-04-09 | 2025-04-15 | Purchase | $1,001 - $15,000 | View ↗ |
| AXP | Stock (AXP) | 2025-04-09 | 2025-04-15 | Purchase | $1,001 - $15,000 | View ↗ |
| BR | Common Stock (BR) | 2025-01-07 | 2025-01-14 | Purchase | $1,001 - $15,000 | View ↗ |
| BAH | Booz Allen Hamilton Holding Corporation Common Stock (BAH) | 2025-01-07 | 2025-01-14 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| GOOGL | T Type DateNotification Date AmountCap. Alphabet Inc. - Class A Common Stock (GOOGL) | 2025-01-07 | 2025-01-14 | Purchase | $1,001 - $15,000 | View ↗ |
| UNH | Type DateNotification Date AmountCap. UnitedHealth Group Incorporated Common Stock (UNH) | 2025-01-07 | 2025-01-14 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| GD | General Dynamics Corporation Common Stock (GD) | 2025-01-07 | 2025-01-14 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| CMCSA | Comcast Corporation - Class A Common Stock (CMCSA) | 2025-01-07 | 2025-01-14 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| CTAS | Cintas Corporation - Common Stock (CTAS) | 2025-01-07 | 2025-01-14 | Purchase | $1,001 - $15,000 | View ↗ |
| BR | Broadridge Financial Solutions, Inc. Common Stock (BR) | 2025-01-07 | 2025-01-14 | Purchase | $1,001 - $15,000 | View ↗ |
| GOOGL | Stock (GOOGL) | 2025-01-07 | 2025-01-14 | Purchase | $1,001 - $15,000 | View ↗ |
| VRSK | Verisk Analytics, Inc. - Common Stock (VRSK) | 2025-01-07 | 2025-01-14 | Purchase | $1,001 - $15,000 | View ↗ |
| UNH | Common Stock (UNH) | 2025-01-07 | 2025-01-14 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| GD | Common Stock (GD) | 2025-01-07 | 2025-01-14 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| CMCSA | Common Stock (CMCSA) | 2025-01-07 | 2025-01-14 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| HIG | Inc. (HIG) | 2024-07-02 | 2024-07-17 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| WM | Stock (WM) | 2024-07-02 | 2024-07-17 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| ODFL | Common Stock (ODFL) | 2024-07-02 | 2024-07-17 | Purchase | $1,001 - $15,000 | View ↗ |
| UPS | Stock (UPS) | 2024-04-04 | 2024-04-10 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| MDLZ | A (MDLZ) | 2023-10-04 | 2023-10-11 | Purchase | $1,001 - $15,000 | View ↗ |
| MRK | Stock (MRK) | 2022-07-07 | 2023-05-26 | Purchase | $1,001 - $15,000 | View ↗ |
| UNH | Common Stock (UNH) | 2022-01-06 | 2023-05-26 | Purchase | $1,001 - $15,000 | View ↗ |
| TOTZF | Share Trust Unit (TOTZF) | 2021-07-01 | 2023-05-26 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| PXD | Company (PXD) | 2021-07-01 | 2023-05-31 | Purchase | $1,001 - $15,000 | View ↗ |