DateSecurityTypeAmountFiledOwner
2026-06-30CCICrown Castle Inc. Common Stock (CCI) [ST] F S: New S O: Morgan StanleySell$1.0K – $15.0K2026-07-10self 2023-12-07MAMastercard Incorporated (MA) [ST]Buy$1.0K – $15.0K2023-01-05self 2023-09-28WMTWalmart Inc. (WMT) [ST]Sell$1.0K – $15.0K2023-10-19self 2023-09-28UNHUnitedHealth Group Incorporated Common Stock (UNH) [ST] F S: New S O: Morgan Stanley INH IRASell$1.0K – $15.0K2023-10-19self 2023-09-28PLDProLogis, Inc. (PLD) [ST]Sell$1.0K – $15.0K2023-10-19self 2023-09-28MSFTMicrosoft Corporation (MSFT) [ST] F S: New S O: Morgan Stanley INH IRASell$1.0K – $15.0K2023-10-19self 2023-09-28KMIKinder Morgan, Inc. (KMI) [ST]Sell$1.0K – $15.0K2023-10-19self 2023-09-28JPMJP Morgan Chase & Co. (JPM) [ST] F S: New S O: Morgan Stanley INH IRASell$1.0K – $15.0K2023-10-19self 2023-09-28HIGHartford Financial Services Group, Inc. (HIG) [ST] F S: New S O: Morgan Stanley INH IRASell$1.0K – $15.0K2023-10-19self 2023-09-28CATCaterpillar, Inc. (CAT) [ST]Sell$1.0K – $15.0K2023-10-19self 2023-09-28AAPLApple Inc. (AAPL) [ST] F S: New S O: Morgan Stanley INH IRASell$1.0K – $15.0K2023-10-19self 2023-09-28AMZNAmazon.com, Inc. (AMZN) [ST] F S: New S O: Morgan Stanley INH IRASell$1.0K – $15.0K2023-10-19self 2023-09-28GOOGAlphabet Inc. - Class C Capital Stock (GOOG) [ST]Sell$1.0K – $15.0K2023-10-19self 2023-09-28ABBVAbbVie Inc. (ABBV) [ST] F S: New S O: Morgan Stanley INH IRASell$1.0K – $15.0K2023-10-19self 2023-09-15IFFInternational Flavors & Fragrances, Inc. (IFF) [ST]Sell$1.0K – $15.0K2023-10-19self 2023-09-15FISFidelity National Information Services, Inc. (FIS) [ST]Sell$1.0K – $15.0K2023-10-19self 2023-09-07AMTAmerican Tower Corporation (AMT) [ST]Buy$1.0K – $15.0K2023-10-19self 2023-08-17PSXPhillips 66 (PSX) [ST]Sell$1.0K – $15.0K2023-09-30self 2023-07-31PGProcter & Gamble Company (PG) [ST] F S: NewBuy$1.0K – $15.0K2023-09-30self 2023-07-31KMBKimberly-Clark Corporation (KMB) [ST] F S: NewSell$1.0K – $15.0K2023-09-30self 2023-07-27UNPUnion Pacific Corporation (UNP) [ST] F S: NewSell$1.0K – $15.0K2023-09-30self 2023-07-21ZTSZoetis Inc. Class A (ZTS) [ST]Buy$1.0K – $15.0K2023-09-30self 2023-07-21DGDollar General Corporation (DG) [ST]Sell$1.0K – $15.0K2023-09-30self 2023-06-13SPGIS&P Global Inc. (SPGI) [ST]Buy$1.0K – $15.0K2023-09-30self 2023-06-13CBChubb Limited (CB) [ST] F S: NewSell$1.0K – $15.0K2023-09-30self 2023-06-13AVGOBroadcom Inc. (AVGO) [ST]Sell$1.0K – $15.0K2023-09-30self 2023-05-30JPMJP Morgan Chase & Co. (JPM) [ST] F S: New S O: Morgan Stanley INH IRABuy$1.0K – $15.0K2023-06-09self 2023-04-21ACNAccenture plc Class A Ordinary Shares (ACN) [ST] F S: NewSell$1.0K – $15.0K2023-09-30self 2023-04-20XOMExxon Mobil Corporation (XOM) [ST]Buy$1.0K – $15.0K2023-05-07self 2023-04-20CSCOCisco Systems, Inc. (CSCO) [ST] F S: New S O: Morgan Stanley (JT)Sell$1.0K – $15.0K2023-05-07self 2023-02-03Vaneck Morningstar Intl Moat ETF [OT] F S: New S O: Morgan Stanley INH IRA L: US D: Mutual fundBuy$1.0K – $15.0K2023-03-05self
2023-02-03SPDR Bloomberg Short Term HI [OT]Sell$1.0K – $15.0K2023-03-05self
2023-02-03Ishares US Technology ETF [OT]Sell$1.0K – $15.0K2023-03-05self
2023-02-03Ishares US Pharmaceuticals ETF [OT] F S: New S O: Morgan Stanley INH IRA L: US D: Mutual fundBuy$1.0K – $15.0K2023-03-05self
2023-02-03Ishares MSCI Euro Financial [OT]Buy$1.0K – $15.0K2023-03-05self
2023-02-03Global X MSCI Norway ETF [OT] F S: New S O: Morgan Stanley INH IRA L: US D: Mutual fundSell$1.0K – $15.0K2023-03-05self
2023-01-20Harding Loevner Intl Eqty Inst [OT]Buy$1.0K – $15.0K2023-02-15self
2023-01-20BAXBaxter International Inc. (BAX) [ST]Sell$1.0K – $15.0K2023-02-15self 2023-01-17Vanguard Total Bond Market [OT]Sell$15.0K – $50.0K2023-02-15self
2023-01-04Virtus Vontobel Foreign Opp [OT]Sell$15.0K – $50.0K2023-02-15self
2023-01-04Ishares Edge MSCI Min Vol USA [OT]Sell$1.0K – $15.0K2023-02-15self
2023-01-03ELVElevance Health, Inc. (ELV) [ST] F S: New S O: Morgan StanleySell$1.0K – $15.0K2023-02-15self 2022-12-21Vanguard Total Inl Bond ETF [OT] F S: New S O: Morgan Stanley L: US D: Mutual fundBuy$1.0K – $15.0K2023-01-05self
2022-12-21Vanguard Total Bond Market ETF [OT]Buy$1.0K – $15.0K2023-01-05self
2022-12-21MCDMcDonald's Corporation (MCD) [ST] F S: New S O: Morgan StanleySell$1.0K – $15.0K2023-01-05self 2022-12-21DGDollar General Corporation (DG) [ST] F S: New S O: Morgan StanleyBuy$1.0K – $15.0K2023-01-05self 2022-12-14Vanguard Total Intl Bond ETF [OT]Buy$1.0K – $15.0K2023-01-05self
2022-12-14Vanguard Total Bond Market ETF [OT] F S: New S O: Morgan Stanley L: US D: Mutual fundBuy$1.0K – $15.0K2023-01-05self
2022-12-14Metropolitan West Tot Ret Bd I [OT]Sell$1.0K – $15.0K2023-01-05self
2022-12-14AB Global Bond Adv [CS] F S: New S O: Morgan Stanley D: Mutual fundSell$1.0K – $15.0K2023-01-05self