Washington· In office since 2001 (25 yrs)· District 2
No committee assignments on record
Total Trades
62
28 YTD
Purchases
29
12 YTD
Sales
30
13 YTD
Est. Volume
~$496K
| Ticker | Company | Trade Date | Filed | Type | Amount | Filing |
|---|---|---|---|---|---|---|
| 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 ↗ |
| 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 ↗ |
| 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 ↗ |
| AWK | Inc. Common Stock (AWK) | 2026-04-07 | 2026-04-15 | 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 | Stock (AXP) | 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 ↗ |
| PAYX | Paychex, Inc. - Common Stock (PAYX) | 2026-04-07 | 2026-04-15 | Sale (Full) | $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 ↗ |
| SNDA | Sonida 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 ↗ |
| 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 ↗ |
| 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 ↗ |
| WM | Stock (WM) | 2026-01-07 | 2026-01-14 | Purchase | $1,001 - $15,000 | View ↗ |
| MDLZ | Common Stock (MDLZ) | 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 ↗ |
| ESS | Essex Property Trust, Inc. Common Stock (ESS) | 2026-01-07 | 2026-01-14 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| ESS | Stock (ESS) | 2026-01-07 | 2026-01-14 | Sale (Full) | $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 ↗ |
| DRI | Stock (DRI) | 2026-01-07 | 2026-01-14 | 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 ↗ |
| 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 ↗ |
| WMT | Walmart Inc. Common Stock (WMT) | 2025-10-06 | 2025-10-16 | Purchase | $1,001 - $15,000 | View ↗ |
| ODFL | Common Stock (ODFL) | 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 ↗ |
| CL | Colgate-Palmolive Company Common Stock (CL) | 2025-10-06 | 2025-10-16 | Sale (Full) | $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 ↗ |
| 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 ↗ |
| AXP | Stock (AXP) | 2025-04-09 | 2025-04-15 | Purchase | $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 ↗ |
| NEE | NextEra Energy, Inc. Common Stock (NEE) | 2025-04-09 | 2025-04-15 | 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 ↗ |
| GD | Common Stock (GD) | 2025-01-07 | 2025-01-14 | Sale (Full) | $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 ↗ |
| CMCSA | Common Stock (CMCSA) | 2025-01-07 | 2025-01-14 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| BR | Common Stock (BR) | 2025-01-07 | 2025-01-14 | Purchase | $1,001 - $15,000 | View ↗ |
| CTAS | Cintas Corporation - Common Stock (CTAS) | 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 ↗ |
| GOOGL | Stock (GOOGL) | 2025-01-07 | 2025-01-14 | Purchase | $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 ↗ |
| BR | Broadridge Financial Solutions, Inc. Common Stock (BR) | 2025-01-07 | 2025-01-14 | Purchase | $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 ↗ |
| UNH | Common Stock (UNH) | 2025-01-07 | 2025-01-14 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| WM | Stock (WM) | 2024-07-02 | 2024-07-17 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| HIG | Inc. (HIG) | 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 ↗ |