Scott Franklin(age: 61)
206
Total Trades
95
Buys
111
Sells
$28.7M
Est. Net Worth (2025)
$832K - $2.7M
Disclosed Trades Value
2026-02-10
Last Trade
Portfolio Concentration
Top holdings by estimated value — hover for details
Estimated Portfolio
Derived from disclosed trades. Amounts are STOCK Act disclosure ranges, not exact values.
| Ticker | Company | Last Action | Buys | Sells | Est. Value | Last Trade |
|---|---|---|---|---|---|---|
| FBKWX | FIDELITY ADVISOR TOTAL BOND FUND | buy | 6 | 0 | $119K - $360K | Feb 19 2025 |
| LSYIX | LORD ABBETT SHORT DURATION HIGH YIELD FUND | buy | 5 | 0 | $103K - $245K | Aug 07 2024 |
 NVO
|
Novo Nordisk A/S | buy | 6 | 0 | $34K - $160K | Aug 04 2025 |
 UNP
|
Union Pacific Corp | buy | 4 | 0 | $53K - $145K | Oct 14 2025 |
 AMZN
|
Amazon.com Inc | buy | 3 | 0 | $52K - $130K | Feb 26 2025 |
 ADP
|
Automatic Data Processing Inc | buy | 3 | 0 | $52K - $130K | Sep 25 2024 |
 ITW
|
Illinois Tool Works Inc | buy | 3 | 0 | $52K - $130K | Sep 25 2024 |
 CB
|
Chubb Ltd | buy | 3 | 0 | $52K - $130K | Aug 07 2024 |
 ACN
|
Accenture PLC | buy | 3 | 0 | $52K - $130K | Aug 07 2024 |
 APD
|
Air Products and Chemicals Inc | buy | 3 | 0 | $52K - $130K | Aug 07 2024 |
 AMGN
|
Amgen Inc | buy | 3 | 0 | $52K - $130K | Aug 07 2024 |
| SDVY | FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF | buy | 3 | 0 | $52K - $130K | Aug 07 2024 |
 GD
|
General Dynamics Corp | buy | 3 | 0 | $52K - $130K | Aug 07 2024 |
 QQQM
|
INVESCO NASDAQ 100 ETF | buy | 3 | 0 | $52K - $130K | Aug 07 2024 |
 CMCSA
|
Comcast Corp | sell | 3 | 3 | $0 - $112K | Aug 04 2025 |
 LMT
|
Lockheed Martin Corp | buy | 4 | 1 | $3K - $93K | Feb 18 2025 |
 HSY
|
The Hershey Co | sell | 3 | 3 | $0 - $77K | Feb 10 2026 |
 COST
|
Costco Wholesale Corp | sell | 3 | 5 | $0 - $61K | Jan 28 2025 |
 JNJ
|
Johnson & Johnson | sell | 3 | 2 | $0 - $49K | Jun 16 2025 |
 MCD
|
McDonald's Corp | sell | 3 | 2 | $0 - $14K | Jun 16 2025 |
| FFRHX | FIDELITY FLOATING RATE HIGH INCOME FUND | sell | 1 | 1 | $0 - $13K | Aug 06 2024 |
 PEP
|
PepsiCo Inc | sell | 2 | 2 | $0 - $13K | Jun 16 2025 |
 MRK
|
Merck & Co Inc | sell | 2 | 2 | $0 - $13K | Jun 16 2025 |
 UPS
|
United Parcel Service Inc | sell | 3 | 5 | $0 - $11K | Jul 22 2025 |
Trade History
All STOCK Act disclosures, newest first.
| Trade Date | Filed | Ticker | Asset | Type | Amount | Owner |
|---|---|---|---|---|---|---|
| Feb 10 2026 | Feb 24 2026 |
HSY
|
The Hershey Co | sell | $1K - $15K | Not Disclosed |
| Feb 10 2026 | Feb 24 2026 |
HSY
|
The Hershey Co | sell | $1K - $15K | Spouse |
| Feb 10 2026 | Feb 24 2026 |
HSY
|
The Hershey Co | sell | $50K - $100K | Not Disclosed |
| Oct 14 2025 | Oct 23 2025 |
UNP
|
Union Pacific Corp | buy | $50K - $100K | Not Disclosed |
| Oct 14 2025 | Oct 23 2025 |
UNP
|
Union Pacific Corp | buy | $1K - $15K | Not Disclosed |
| Oct 14 2025 | Oct 23 2025 |
UNP
|
Union Pacific Corp | buy | $1K - $15K | Spouse |
| Aug 04 2025 | Aug 15 2025 |
CMCSA
|
Comcast Corp | sell | $1K - $15K | Spouse |
| Aug 04 2025 | Aug 15 2025 |
CMCSA
|
Comcast Corp | sell | $1K - $15K | Not Disclosed |
| Aug 04 2025 | Aug 15 2025 |
CMCSA
|
Comcast Corp | sell | $15K - $50K | Not Disclosed |
| Aug 04 2025 | Aug 15 2025 |
NVO
|
Novo Nordisk A/S | buy | $15K - $50K | Not Disclosed |
| Aug 04 2025 | Aug 15 2025 |
NVO
|
Novo Nordisk A/S | buy | $1K - $15K | Not Disclosed |
| Aug 04 2025 | Aug 15 2025 |
NVO
|
Novo Nordisk A/S | buy | $1K - $15K | Not Disclosed |
| Aug 04 2025 | Aug 15 2025 |
NVO
|
Novo Nordisk A/S | buy | $1K - $15K | Not Disclosed |
| Jul 22 2025 | Aug 01 2025 |
UPS
|
United Parcel Service Inc | sell | $1K - $15K | Not Disclosed |
| Jul 22 2025 | Aug 01 2025 |
UPS
|
United Parcel Service Inc | sell | $1K - $15K | Spouse |
| Jul 22 2025 | Aug 01 2025 |
UPS
|
United Parcel Service Inc | sell | $50K - $100K | Not Disclosed |
| Jun 16 2025 | Jul 15 2025 |
 MSFT
|
Microsoft Corp | sell | $15K - $50K | Joint |
| Jun 16 2025 | Jul 15 2025 |
PEP
|
PepsiCo Inc | sell | $1K - $15K | Joint |
| Jun 16 2025 | Jul 15 2025 |
 PG
|
The Procter & Gamble Co | sell | $15K - $50K | Joint |
| Jun 16 2025 | Jul 15 2025 |
UPS
|
United Parcel Service Inc | sell | $1K - $15K | Joint |
| Jun 16 2025 | Jul 15 2025 |
 V
|
Visa Inc | sell | $15K - $50K | Joint |
| Jun 16 2025 | Jul 15 2025 |
 WMT
|
Walmart Inc | sell | $15K - $50K | Joint |
| Jun 16 2025 | Jul 15 2025 |
 GOOGL
|
Alphabet Inc | sell | $1K - $15K | Joint |
| Jun 16 2025 | Jul 15 2025 |
 AAPL
|
Apple Inc | sell | $15K - $50K | Joint |
| Jun 16 2025 | Jul 15 2025 | BRK/B | Berkshire Hathaway Inc | sell | $15K - $50K | Joint |
| Jun 16 2025 | Jul 15 2025 |
 CSCO
|
Cisco Systems Inc | sell | $1K - $15K | Joint |
| Jun 16 2025 | Jul 15 2025 |
 HD
|
The Home Depot Inc | sell | $15K - $50K | Joint |
| Jun 16 2025 | Jul 15 2025 |
JNJ
|
Johnson & Johnson | sell | $15K - $50K | Joint |
| Jun 16 2025 | Jul 15 2025 |
 JPM
|
JPMorgan Chase & Co | sell | $15K - $50K | Not Disclosed |
| Jun 16 2025 | Jul 15 2025 |
 KVUE
|
KENVUE INC | sell | $1K - $15K | Joint |
| Jun 16 2025 | Jul 15 2025 |
MCD
|
McDonald's Corp | sell | $15K - $50K | Joint |
| Jun 16 2025 | Jul 15 2025 |
MRK
|
Merck & Co Inc | sell | $1K - $15K | Joint |
| Apr 21 2025 | Jun 03 2025 |
UNP
|
Union Pacific Corp | buy | $1K - $15K | Spouse |
| Apr 10 2025 | Apr 18 2025 | BWIN | Brp Group Inc | sell | $500K - $1M | Joint |
| Mar 27 2025 | Apr 14 2025 |
NVO
|
Novo Nordisk A/S | buy | $1K - $15K | Not Disclosed |
| Mar 27 2025 | Apr 14 2025 |
NVO
|
Novo Nordisk A/S | buy | $15K - $50K | Not Disclosed |
| Feb 26 2025 | Mar 19 2025 |
AMZN
|
Amazon.com Inc | buy | $1K - $15K | Not Disclosed |
| Feb 26 2025 | Mar 19 2025 |
AMZN
|
Amazon.com Inc | buy | $1K - $15K | Spouse |
| Feb 26 2025 | Mar 19 2025 |
AMZN
|
Amazon.com Inc | buy | $50K - $100K | Not Disclosed |
| Feb 19 2025 | Mar 19 2025 | FBKWX | FIDELITY ADVISOR TOTAL BOND FUND | buy | $1K - $15K | Not Disclosed |
| Feb 19 2025 | Mar 19 2025 | FBKWX | FIDELITY ADVISOR TOTAL BOND FUND | buy | $1K - $15K | Spouse |
| Feb 19 2025 | Mar 19 2025 | FBKWX | FIDELITY ADVISOR TOTAL BOND FUND | buy | $1K - $15K | Not Disclosed |
| Feb 18 2025 | Mar 19 2025 |
LMT
|
Lockheed Martin Corp | buy | $1K - $15K | Not Disclosed |
| Feb 18 2025 | Mar 19 2025 |
LMT
|
Lockheed Martin Corp | buy | $1K - $15K | Spouse |
| Feb 18 2025 | Mar 19 2025 |
LMT
|
Lockheed Martin Corp | buy | $15K - $50K | Not Disclosed |
| Feb 07 2025 | Feb 24 2025 | BWIN | Brp Group Inc | sell | $1M - $5M | Joint |
| Feb 06 2025 | Feb 24 2025 | BWIN | Brp Group Inc | sell | $15K - $50K | Joint |
| Jan 28 2025 | Mar 19 2025 |
COST
|
Costco Wholesale Corp | sell | $1K - $15K | Not Disclosed |
| Jan 28 2025 | Mar 19 2025 |
COST
|
Costco Wholesale Corp | sell | $1K - $15K | Spouse |
| Jan 28 2025 | Mar 19 2025 |
COST
|
Costco Wholesale Corp | sell | $50K - $100K | Not Disclosed |
| Sep 25 2024 | Jul 04 2025 |
ADP
|
Automatic Data Processing Inc | buy | $1K - $15K | Spouse |
| Sep 25 2024 | Jul 04 2025 |
ITW
|
Illinois Tool Works Inc | buy | $1K - $15K | Spouse |
| Sep 25 2024 | Oct 16 2024 |
ITW
|
Illinois Tool Works Inc | buy | $50K - $100K | Not Disclosed |
| Sep 25 2024 | Oct 16 2024 |
ITW
|
Illinois Tool Works Inc | buy | $1K - $15K | Not Disclosed |
| Sep 24 2024 | Oct 16 2024 |
ADP
|
Automatic Data Processing Inc | buy | $50K - $100K | Not Disclosed |
| Sep 24 2024 | Oct 16 2024 |
ADP
|
Automatic Data Processing Inc | buy | $1K - $15K | Not Disclosed |
| Aug 14 2024 | Aug 21 2024 |
 SBUX
|
Starbucks Corp | sell | $1K - $15K | Joint |
| Aug 14 2024 | Aug 21 2024 |
SBUX
|
Starbucks Corp | sell | $1K - $15K | Not Disclosed |
| Aug 14 2024 | Aug 21 2024 |
SBUX
|
Starbucks Corp | sell | $100K - $250K | Not Disclosed |
| Aug 14 2024 | Aug 21 2024 |
SBUX
|
Starbucks Corp | sell | $1K - $15K | Spouse |
| Aug 07 2024 | Jul 04 2025 | BRK/B | Berkshire Hathaway Inc | buy | $1K - $15K | Spouse |
| Aug 07 2024 | Jul 04 2025 |
CB
|
Chubb Ltd | buy | $1K - $15K | Spouse |
| Aug 07 2024 | Jul 04 2025 |
ACN
|
Accenture PLC | buy | $1K - $15K | Spouse |
| Aug 07 2024 | Jul 04 2025 |
APD
|
Air Products and Chemicals Inc | buy | $1K - $15K | Spouse |
| Aug 07 2024 | Jul 04 2025 |
GOOGL
|
Alphabet Inc | buy | $1K - $15K | Spouse |
| Aug 07 2024 | Jul 04 2025 |
AMGN
|
Amgen Inc | buy | $1K - $15K | Spouse |
| Aug 07 2024 | Jul 04 2025 |
AAPL
|
Apple Inc | buy | $1K - $15K | Spouse |
| Aug 07 2024 | Jul 04 2025 |
CMCSA
|
Comcast Corp | buy | $1K - $15K | Spouse |
| Aug 07 2024 | Jul 04 2025 |
COST
|
Costco Wholesale Corp | buy | $1K - $15K | Spouse |
| Aug 07 2024 | Jul 04 2025 | FBKWX | FIDELITY ADVISOR TOTAL BOND FUND | buy | $1K - $15K | Spouse |
| Aug 07 2024 | Jul 04 2025 | SDVY | FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF | buy | $1K - $15K | Spouse |
| Aug 07 2024 | Jul 04 2025 |
GD
|
General Dynamics Corp | buy | $1K - $15K | Spouse |
| Aug 07 2024 | Jul 04 2025 |
HD
|
The Home Depot Inc | buy | $1K - $15K | Spouse |
| Aug 07 2024 | Jul 04 2025 |
QQQM
|
INVESCO NASDAQ 100 ETF | buy | $1K - $15K | Spouse |
| Aug 07 2024 | Jul 04 2025 |
JNJ
|
Johnson & Johnson | buy | $1K - $15K | Spouse |
| Aug 07 2024 | Jul 04 2025 |
JPM
|
JPMorgan Chase & Co | buy | $1K - $15K | Spouse |
| Aug 07 2024 | Jul 04 2025 |
LMT
|
Lockheed Martin Corp | buy | $1K - $15K | Spouse |
| Aug 07 2024 | Jul 04 2025 | LSYIX | LORD ABBETT SHORT DURATION HIGH YIELD FUND | buy | $1K - $15K | Spouse |
| Aug 07 2024 | Jul 04 2025 |
MCD
|
McDonald's Corp | buy | $1K - $15K | Spouse |
| Aug 07 2024 | Jul 04 2025 |
MRK
|
Merck & Co Inc | buy | $1K - $15K | Spouse |
| Aug 07 2024 | Jul 04 2025 |
MSFT
|
Microsoft Corp | buy | $1K - $15K | Spouse |
| Aug 07 2024 | Jul 04 2025 |
PEP
|
PepsiCo Inc | buy | $1K - $15K | Spouse |
| Aug 07 2024 | Jul 04 2025 |
PG
|
The Procter & Gamble Co | buy | $1K - $15K | Spouse |
| Aug 07 2024 | Jul 04 2025 |
SBUX
|
Starbucks Corp | buy | $1K - $15K | Spouse |
| Aug 07 2024 | Jul 04 2025 |
HSY
|
The Hershey Co | buy | $1K - $15K | Spouse |
| Aug 07 2024 | Jul 04 2025 |
UPS
|
United Parcel Service Inc | buy | $1K - $15K | Spouse |
| Aug 07 2024 | Jul 04 2025 |
 UNH
|
Unitedhealth Group Inc | buy | $1K - $15K | Spouse |
| Aug 07 2024 | Jul 04 2025 |
V
|
Visa Inc | buy | $1K - $15K | Spouse |
| Aug 07 2024 | Jul 04 2025 |
WMT
|
Walmart Inc | buy | $1K - $15K | Spouse |
| Aug 07 2024 | Aug 21 2024 |
ACN
|
Accenture PLC | buy | $50K - $100K | Not Disclosed |
| Aug 07 2024 | Aug 21 2024 |
APD
|
Air Products and Chemicals Inc | buy | $50K - $100K | Not Disclosed |
| Aug 07 2024 | Aug 21 2024 |
AMGN
|
Amgen Inc | buy | $50K - $100K | Not Disclosed |
| Aug 07 2024 | Aug 21 2024 |
CB
|
Chubb Ltd | buy | $50K - $100K | Not Disclosed |
| Aug 07 2024 | Aug 21 2024 | LSYIX | LORD ABBETT SHORT DURATION HIGH YIELD FUND | buy | $50K - $100K | Not Disclosed |
| Aug 07 2024 | Aug 21 2024 | FBKWX | FIDELITY ADVISOR TOTAL BOND FUND | buy | $100K - $250K | Not Disclosed |
| Aug 07 2024 | Aug 21 2024 | SDVY | FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF | buy | $50K - $100K | Not Disclosed |
| Aug 07 2024 | Aug 21 2024 |
GD
|
General Dynamics Corp | buy | $50K - $100K | Not Disclosed |
| Aug 07 2024 | Aug 21 2024 |
QQQM
|
INVESCO NASDAQ 100 ETF | buy | $50K - $100K | Not Disclosed |
| Aug 07 2024 | Aug 21 2024 |
JNJ
|
Johnson & Johnson | buy | $15K - $50K | Not Disclosed |
| Aug 07 2024 | Aug 21 2024 |
MCD
|
McDonald's Corp | buy | $1K - $15K | Not Disclosed |
| Aug 07 2024 | Aug 21 2024 |
SBUX
|
Starbucks Corp | buy | $15K - $50K | Not Disclosed |
| Aug 07 2024 | Aug 21 2024 |
HSY
|
The Hershey Co | buy | $50K - $100K | Not Disclosed |
| Aug 07 2024 | Aug 21 2024 |
UPS
|
United Parcel Service Inc | buy | $15K - $50K | Not Disclosed |
| Aug 06 2024 | Aug 21 2024 |
AAPL
|
Apple Inc | sell | $15K - $50K | Not Disclosed |
| Aug 06 2024 | Aug 21 2024 | BRK/B | Berkshire Hathaway Inc | sell | $15K - $50K | Not Disclosed |
| Aug 06 2024 | Aug 21 2024 |
CSCO
|
Cisco Systems Inc | sell | $50K - $100K | Not Disclosed |
| Aug 06 2024 | Aug 21 2024 |
COST
|
Costco Wholesale Corp | sell | $15K - $50K | Not Disclosed |
| Aug 06 2024 | Aug 21 2024 |
 DFS
|
Discover Financial Services | sell | $50K - $100K | Not Disclosed |
| Aug 06 2024 | Aug 21 2024 | FCNTX | FIDELITY CONTRAFUND | sell | $15K - $50K | Spouse |
| Aug 06 2024 | Aug 21 2024 | FFRHX | FIDELITY FLOATING RATE HIGH INCOME FUND | sell | $1K - $15K | Spouse |
| Aug 06 2024 | Aug 21 2024 |
 ONEQ
|
Fidelity Nasdaq Composite Index ETF | sell | $15K - $50K | Spouse |
| Aug 06 2024 | Aug 21 2024 | FQAL | Fidelity Covington Trust - Fidelity Quality Factor ETF | sell | $15K - $50K | Spouse |
| Aug 06 2024 | Aug 21 2024 |
 QQQ
|
Invesco QQQ Trust Series 1 | sell | $100K - $250K | Not Disclosed |
| Aug 06 2024 | Aug 21 2024 |
 IVV
|
iShares Core S&P 500 ETF | sell | $15K - $50K | Spouse |
| Aug 06 2024 | Aug 21 2024 |
 IJR
|
iShares Core S&P Small-Cap ETF | sell | $1K - $15K | Spouse |
| Aug 06 2024 | Aug 21 2024 |
IJR
|
iShares Core S&P Small-Cap ETF | sell | $50K - $100K | Not Disclosed |
| Aug 06 2024 | Aug 21 2024 |
 DGRO
|
iShares Core Dividend Growth ETF | sell | $15K - $50K | Spouse |
| Aug 06 2024 | Aug 21 2024 |
JPM
|
JPMorgan Chase & Co | sell | $15K - $50K | Not Disclosed |
| Aug 06 2024 | Aug 21 2024 |
KVUE
|
KENVUE INC | sell | $1K - $15K | Not Disclosed |
| Aug 06 2024 | Aug 21 2024 | LUBFX | LORD ABBETT ULTRA SHORT BOND FUND | sell | $100K - $250K | Not Disclosed |
| Aug 06 2024 | Aug 21 2024 | LUBFX | LORD ABBETT ULTRA SHORT BOND FUND | sell | $1K - $15K | Spouse |
| Aug 06 2024 | Aug 21 2024 |
MSFT
|
Microsoft Corp | sell | $15K - $50K | Not Disclosed |
| Aug 06 2024 | Aug 21 2024 |
 NEE
|
NextEra Energy Inc | sell | $50K - $100K | Not Disclosed |
| Aug 06 2024 | Aug 21 2024 |
 PFE
|
Pfizer Inc | sell | $15K - $50K | Not Disclosed |
| Aug 06 2024 | Aug 21 2024 |
WMT
|
Walmart Inc | sell | $15K - $50K | Not Disclosed |
| Aug 02 2024 | Aug 21 2024 |
ACN
|
Accenture PLC | buy | $1K - $15K | Not Disclosed |
| Aug 02 2024 | Aug 21 2024 |
APD
|
Air Products and Chemicals Inc | buy | $1K - $15K | Not Disclosed |
| Aug 02 2024 | Aug 21 2024 |
AMGN
|
Amgen Inc | buy | $1K - $15K | Not Disclosed |
| Aug 02 2024 | Aug 21 2024 |
CB
|
Chubb Ltd | buy | $1K - $15K | Not Disclosed |
| Aug 02 2024 | Aug 21 2024 | LSYIX | LORD ABBETT SHORT DURATION HIGH YIELD FUND | buy | $1K - $15K | Not Disclosed |
| Aug 02 2024 | Aug 21 2024 | FBKWX | FIDELITY ADVISOR TOTAL BOND FUND | buy | $15K - $50K | Not Disclosed |
| Aug 02 2024 | Aug 21 2024 | SDVY | FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF | buy | $1K - $15K | Not Disclosed |
| Aug 02 2024 | Aug 21 2024 |
GD
|
General Dynamics Corp | buy | $1K - $15K | Not Disclosed |
| Aug 02 2024 | Aug 21 2024 |
QQQM
|
INVESCO NASDAQ 100 ETF | buy | $1K - $15K | Not Disclosed |
| Aug 02 2024 | Aug 21 2024 |
JNJ
|
Johnson & Johnson | buy | $1K - $15K | Not Disclosed |
| Aug 02 2024 | Aug 21 2024 |
MCD
|
McDonald's Corp | buy | $1K - $15K | Not Disclosed |
| Aug 02 2024 | Aug 21 2024 |
MRK
|
Merck & Co Inc | buy | $1K - $15K | Not Disclosed |
| Aug 02 2024 | Aug 21 2024 |
PEP
|
PepsiCo Inc | buy | $1K - $15K | Not Disclosed |
| Aug 02 2024 | Aug 21 2024 |
PG
|
The Procter & Gamble Co | buy | $1K - $15K | Not Disclosed |
| Aug 02 2024 | Aug 21 2024 |
SBUX
|
Starbucks Corp | buy | $1K - $15K | Not Disclosed |
| Aug 02 2024 | Aug 21 2024 |
HSY
|
The Hershey Co | buy | $1K - $15K | Not Disclosed |
| Aug 02 2024 | Aug 21 2024 |
UPS
|
United Parcel Service Inc | buy | $1K - $15K | Not Disclosed |
| Aug 01 2024 | Aug 21 2024 |
GOOGL
|
Alphabet Inc | sell | $1K - $15K | Not Disclosed |
| Aug 01 2024 | Aug 21 2024 |
AAPL
|
Apple Inc | sell | $1K - $15K | Not Disclosed |
| Aug 01 2024 | Aug 21 2024 | — | BROOKLYN BANCORP INC | sell | $1K - $15K | Not Disclosed |
| Aug 01 2024 | Aug 21 2024 |
CSCO
|
Cisco Systems Inc | sell | $1K - $15K | Not Disclosed |
| Aug 01 2024 | Aug 21 2024 |
LMT
|
Lockheed Martin Corp | sell | $1K - $15K | Not Disclosed |
| Aug 01 2024 | Aug 21 2024 |
COST
|
Costco Wholesale Corp | sell | $1K - $15K | Not Disclosed |
| Aug 01 2024 | Aug 21 2024 |
DFS
|
Discover Financial Services | sell | $1K - $15K | Not Disclosed |
| Aug 01 2024 | Aug 21 2024 | FMCSX | FIDELITY MID CAP STOCK FUND | sell | $1K - $15K | Not Disclosed |
| Aug 01 2024 | Aug 21 2024 |
QQQ
|
Invesco QQQ Trust Series 1 | sell | $15K - $50K | Not Disclosed |
| Aug 01 2024 | Aug 21 2024 |
IJR
|
iShares Core S&P Small-Cap ETF | sell | $1K - $15K | Not Disclosed |
| Aug 01 2024 | Aug 21 2024 |
JPM
|
JPMorgan Chase & Co | sell | $1K - $15K | Not Disclosed |
| Aug 01 2024 | Aug 21 2024 |
KVUE
|
KENVUE INC | sell | $1K - $15K | Not Disclosed |
| Aug 01 2024 | Aug 21 2024 | LUBFX | LORD ABBETT ULTRA SHORT BOND FUND | sell | $1K - $15K | Not Disclosed |
| Aug 01 2024 | Aug 21 2024 |
NEE
|
NextEra Energy Inc | sell | $1K - $15K | Not Disclosed |
| Aug 01 2024 | Aug 21 2024 |
PFE
|
Pfizer Inc | sell | $1K - $15K | Not Disclosed |
| Aug 01 2024 | Aug 21 2024 |
WMT
|
Walmart Inc | sell | $1K - $15K | Not Disclosed |
| May 08 2024 | Jun 03 2024 | BWIN | Brp Group Inc | sell | $500K - $1M | Joint |
| Apr 09 2024 | Apr 24 2024 | BWIN | Brp Group Inc | sell | $1K - $15K | Joint |
| Mar 21 2024 | Apr 24 2024 | BWIN | Brp Group Inc | sell | $1M - $5M | Joint |
| Jan 30 2024 | Jul 04 2025 |
AAPL
|
Apple Inc | sell | $1K - $15K | Joint |
| Jan 30 2024 | Jul 04 2025 | BRK/B | Berkshire Hathaway Inc | sell | $1K - $15K | Joint |
| Jan 30 2024 | Jul 04 2025 |
SBUX
|
Starbucks Corp | sell | $1K - $15K | Joint |
| Jan 30 2024 | Jul 04 2025 |
WMT
|
Walmart Inc | sell | $1K - $15K | Joint |
| Sep 11 2023 | Oct 13 2023 |
GOOGL
|
Alphabet Inc | sell | $50K - $100K | Joint |
| Sep 11 2023 | Oct 13 2023 |
AAPL
|
Apple Inc | sell | $15K - $50K | Joint |
| Sep 11 2023 | Oct 13 2023 | BRK/B | Berkshire Hathaway Inc | sell | $15K - $50K | Joint |
| Sep 11 2023 | Oct 13 2023 |
CSCO
|
Cisco Systems Inc | sell | $50K - $100K | Joint |
| Sep 11 2023 | Oct 13 2023 |
DFS
|
Discover Financial Services | sell | $15K - $50K | Joint |
| Sep 11 2023 | Oct 13 2023 | FMCSX | FIDELITY MID CAP STOCK FUND | sell | $1K - $15K | Joint |
| Sep 11 2023 | Oct 13 2023 |
HD
|
The Home Depot Inc | sell | $15K - $50K | Not Disclosed |
| Sep 11 2023 | Oct 13 2023 |
QQQ
|
Invesco QQQ Trust Series 1 | sell | $1K - $15K | Joint |
| Sep 11 2023 | Oct 13 2023 |
IJR
|
iShares Core S&P Small-Cap ETF | sell | $1K - $15K | Joint |
| Sep 11 2023 | Oct 13 2023 |
JNJ
|
Johnson & Johnson | sell | $15K - $50K | Joint |
| Sep 11 2023 | Oct 13 2023 |
JPM
|
JPMorgan Chase & Co | sell | $15K - $50K | Joint |
| Sep 11 2023 | Oct 13 2023 |
MCD
|
McDonald's Corp | sell | $15K - $50K | Joint |
| Sep 11 2023 | Oct 13 2023 |
MRK
|
Merck & Co Inc | sell | $15K - $50K | Joint |
| Sep 11 2023 | Oct 13 2023 |
MSFT
|
Microsoft Corp | sell | $15K - $50K | Joint |
| Sep 11 2023 | Oct 13 2023 |
NEE
|
NextEra Energy Inc | sell | $15K - $50K | Joint |
| Sep 11 2023 | Oct 13 2023 |
PEP
|
PepsiCo Inc | sell | $15K - $50K | Joint |
| Sep 11 2023 | Oct 13 2023 |
PFE
|
Pfizer Inc | sell | $1K - $15K | Joint |
| Sep 11 2023 | Oct 13 2023 |
PG
|
The Procter & Gamble Co | sell | $15K - $50K | Joint |
| Sep 11 2023 | Oct 13 2023 |
SBUX
|
Starbucks Corp | sell | $15K - $50K | Joint |
| Sep 11 2023 | Oct 13 2023 |
UPS
|
United Parcel Service Inc | sell | $15K - $50K | Joint |
| Sep 11 2023 | Oct 13 2023 |
UNH
|
Unitedhealth Group Inc | sell | $15K - $50K | Joint |
| Sep 11 2023 | Oct 13 2023 |
V
|
Visa Inc | sell | $15K - $50K | Joint |
| Sep 11 2023 | Oct 13 2023 |
WMT
|
Walmart Inc | sell | $15K - $50K | Joint |
| Apr 19 2023 | May 24 2023 |
AAPL
|
Apple Inc | sell | $1K - $15K | Joint |
| Apr 19 2023 | May 24 2023 |
CMCSA
|
Comcast Corp | buy | $50K - $100K | Not Disclosed |
| Apr 19 2023 | May 24 2023 |
CMCSA
|
Comcast Corp | buy | $1K - $15K | Not Disclosed |
| Apr 19 2023 | May 24 2023 |
COST
|
Costco Wholesale Corp | buy | $1K - $15K | Not Disclosed |
| Apr 19 2023 | May 24 2023 |
COST
|
Costco Wholesale Corp | buy | $50K - $100K | Not Disclosed |
| Apr 19 2023 | May 24 2023 | FCNTX | FIDELITY CONTRAFUND | buy | $1K - $15K | Spouse |
| Apr 19 2023 | May 24 2023 | FFRHX | FIDELITY FLOATING RATE HIGH INCOME FUND | buy | $1K - $15K | Spouse |
| Apr 19 2023 | May 24 2023 | FQAL | Fidelity Covington Trust - Fidelity Quality Factor ETF | buy | $1K - $15K | Spouse |
| Apr 19 2023 | May 24 2023 | FMCSX | FIDELITY MID CAP STOCK FUND | sell | $1K - $15K | Joint |
| Apr 19 2023 | May 24 2023 | FSKAX | FIDELITY TOTAL MARKET INDEX FUND | sell | $50K - $100K | Not Disclosed |
| Apr 19 2023 | May 24 2023 | FSKAX | FIDELITY TOTAL MARKET INDEX FUND | sell | $1K - $15K | Not Disclosed |
| Apr 19 2023 | May 24 2023 |
QQQ
|
Invesco QQQ Trust Series 1 | sell | $1K - $15K | Joint |
| Apr 19 2023 | May 24 2023 |
IVV
|
iShares Core S&P 500 ETF | buy | $1K - $15K | Spouse |
| Apr 19 2023 | May 24 2023 |
IJR
|
iShares Core S&P Small-Cap ETF | sell | $1K - $15K | Joint |
| Apr 19 2023 | May 24 2023 | LSYIX | LORD ABBETT SHORT DURATION HIGH YIELD FUND | buy | $50K - $100K | Not Disclosed |
| Apr 19 2023 | May 24 2023 | LSYIX | LORD ABBETT SHORT DURATION HIGH YIELD FUND | buy | $1K - $15K | Not Disclosed |
| Apr 19 2023 | May 24 2023 | LUBFX | LORD ABBETT ULTRA SHORT BOND FUND | sell | $1K - $15K | Not Disclosed |
| Apr 19 2023 | May 24 2023 |
SBUX
|
Starbucks Corp | sell | $1K - $15K | Joint |