DateSecurityTypeAmountFiledOwner
2026-06-29Honeywell Aerospace Inc. - Common Stock (HONAV) [ST]Exchange$15.0K – $50.0K2026-07-15self
2026-04-21MICHIGAN ST HSG DEV AUTH SINGLE FAMILY M [GS]Buy$15.0K – $50.0K2026-04-28joint
2026-02-10WATWaters Corporation Common Stock (WAT) [ST] F S: New S O: Morgan Stanley Smith Barney LLC Brokerage Account D: Asset acquired through a spin-off of Becton Dickinson (BDX).Exchange$1.0K – $15.0K2026-02-23self 2026-01-05VSNTVERSANT MEDIA GROUP INC CL A (VSNT) [OT] F S: New S O: Morgan Stanley Smith Barney LLC Brokerage Account L: US D: Asset was acquired through a spin-off of Comcast Corporation (CMCSA).Exchange$1.0K – $15.0K2026-01-12self 2025-11-24SOLSSolstice Advanced Materials Inc. - Common Stock (SOLS) [ST] F S: New S O: Morgan Stanley Smith Barney LLC Brokerage Account - Spouse Irrevocable TrustSell$1.0K – $15.0K2025-12-06self 2025-11-24AAPLApple Inc. - Common Stock (AAPL) [ST]Sell$50.0K – $100.0K2025-12-06self 2025-11-03QQnity Electronics, Inc. Common Stock (Q) [ST]Exchange$1.0K – $15.0K2025-12-06self 2025-10-30SOLSSolstice Advanced Materials Inc. - Common Stock (SOLS) [ST] F S: New S O: Morgan Stanley Smith Barney LLC Brokerage Account D: Asset was acquired through a Honeywell International Inc. (HON) spinoff.Exchange$1.0K – $15.0K2025-12-06self 2025-03-27WMTWalmart Inc. Common Stock (WMT) [ST]Buy$15.0K – $50.0K2025-04-02self 2025-01-15DISWalt Disney Company (DIS) [ST]Buy$1.0K – $15.0K2025-01-27self 2024-06-12AAPLApple Inc. - Common Stock (AAPL) [ST]Sell$1.0K – $15.0K2024-06-24self 2024-05-01GOVERNMENT NATIONAL MORTGAGE ASSOCIATION POOL [CS]Buy$15.0K – $50.0K2024-05-16self
2023-04-10CTVACorteva, Inc. (CTVA) [ST]Buy$15.0K – $50.0K2023-04-19self 2023-01-12AMERICAN TOWER CORP [CS] F S: New S O: Morgan Stanley Smith Barney LLC IRA D: Corporate Bond Maturity Date - 01/15/2027 Coupon Rate - 3.125% FixedBuy$1.0K – $15.0K2023-01-19self
2022-12-19SWKStanley Black & Decker, Inc. (SWK) [ST]Sell$1.0K – $15.0K2023-01-01self 2022-11-29DISWalt Disney Company (DIS) [ST] F S: New S O: Morgan Stanley Smith Barney LLC IRABuy$1.0K – $15.0K2023-05-15self 2022-08-03PGProcter & Gamble Company (PG) [ST] F S: New S O: Morgan Stanley Smith Barney LLC Brokerage AccountBuy$1.0K – $15.0K2022-08-15self 2022-05-31PARAMOUNT GLOBAL FXD [CS]Buy$15.0K – $50.0K2022-06-12self
2021-12-01IPInternational Paper Company (IP) [ST]Sell$15.0K – $50.0K2021-12-10self 2021-06-18OTISOtis Worldwide Corporation (OTIS) [ST]Sell$15.0K – $50.0K2021-06-29self 2021-03-02PEPPepsico, Inc. (PEP) [ST]Buy$15.0K – $50.0K2021-03-10self 2020-12-31DISWalt Disney Company (DIS) [ST]Sell$15.0K – $50.0K2021-01-13self 2020-10-13CARRCarrier global Corporation (CARR) [ST]Sell$15.0K – $50.0K2020-10-24self 2020-08-20AAPLApple Inc. (AAPL) [ST]Sell$15.0K – $50.0K2020-09-02spouse 2020-04-03OTISOtis Worldwide Corporation (OTIS) [ST]Exchange$1.0K – $15.0K2020-04-16self 2019-11-01WPX Energy, Inc. (WPX) [ST]Sell$15.0K – $50.0K2019-11-15self
2019-11-01Valero Energy Corporation (VLo) [ST]Sell$15.0K – $50.0K2019-11-15self
2019-11-01ALCAlcon Inc. ordinary Shares (ALC) [ST]Buy$1.0K – $15.0K2019-11-15self 2019-05-14Vodafone group Plc - American Depositary Shares each representing ten ordinary Shares (VoD) [ST]Sell$1.0K – $15.0K2019-05-22self
2019-04-01MgM RESoRTS INTERNATIoNAL [CS]Sell$15.0K – $50.0K2019-04-17self
2019-04-01gM RESoRTS INTERNATIoNAL [CS]Buy$15.0K – $50.0K2019-04-14self
2019-03-27WARNER MEDIA LLC [CS]Sell$15.0K – $50.0K2019-04-14self
2019-03-25UBSIUnited Bankshares, Inc. (UBSI)Buy$1.0K – $15.0K2019-04-14self 2019-03-25CCICrown Castle International Corp. (CCI) [ST]Sell$15.0K – $50.0K2019-04-14self 2018-12-19WMBWilliams Companies, Inc. (WMB) [ST]Sell$15.0K – $50.0K2019-01-02self 2018-12-19CVXChevron Corporation (CVX) [ST]Sell$50.0K – $100.0K2019-01-02self 2018-11-08WPX Energy, Inc. (WPX) [ST]Buy$15.0K – $50.0K2018-11-19spouse
2018-11-01REZIResideo Technologies, Inc. (REZI) [ST]Sell$1.0K – $15.0K2018-11-19self 2018-10-24WBAWalgreens Boots Alliance, Inc. (WBA) [ST]Sell$15.0K – $50.0K2018-10-30spouse 2018-10-19ETEnergy Transfer LP (ET) [OT]Exchange$15.0K – $50.0K2018-10-30spouse 2018-10-02PXPraxair, Inc. (PX) [ST]Sell$15.0K – $50.0K2018-10-11self 2018-07-30VLOValero Energy Corporation (VLO) [ST]Buy$1.0K – $15.0K2018-08-09spouse 2018-07-26QCOMQuALCOMM Incorporated (QCOM) [ST]Sell$15.0K – $50.0K2018-08-01spouse 2018-06-04VLOValero Energy Corporation (VLO) [ST]Buy$1.0K – $15.0K2018-06-19spouse 2018-05-23PEPPepsico, Inc. (PEP) [ST]Buy$15.0K – $50.0K2018-06-03joint 2018-05-08EPDEnterprise Products Partners L.P. (EPD) [ST]Buy$1.0K – $15.0K2018-05-16self 2018-04-20QCOMQuALCOMM Incorporated (QCOM) [ST]Sell$15.0K – $50.0K2018-04-26spouse 2018-03-16NKENike, Inc. (NKE)Sell$1.0K – $15.0K2018-03-20spouse 2018-03-01UNIT AAM HIgH 60 DIV 16-4QSell$1.0K – $15.0K2018-03-08self
2018-03-01UNIT AAM HIgH 50 DIV 16-4QSell$15.0K – $50.0K2018-03-08joint