DateSecurityTypeAmountFiledOwner
2022-06-16ABBVAbbVie Inc. (ABBV) [ST]Buy$1.0K – $15.0K2022-07-08self 2022-06-16ABTAbbott Laboratories (ABT) [ST] F S: New S O: Morgan StanleySell$1.0K – $15.0K2022-07-08self 2022-05-10Vanguard Total Bond Market [AB] F S: New S O: Morgan Stanley INH IRASell$1.0K – $15.0K2022-06-04self
2022-05-10SBUXStarbucks Corporation (SBUX) [ST]Sell$1.0K – $15.0K2022-06-04self 2022-05-10SPDR Blackstone Senior Loan [AB] F S: New S O: Morgan Stanley INH IRABuy$1.0K – $15.0K2022-06-04self
2022-05-10JPMorgan Equity Premium Inco [AB]Buy$1.0K – $15.0K2022-06-04self
2022-05-10Ishares MSCI EAFE Grwth EF [AB]Sell$1.0K – $15.0K2022-06-04self
2022-05-10Ishares Core MSCI Europe [AB] F S: New S O: Morgan Stanley INH IRASell$1.0K – $15.0K2022-06-04self
2022-05-10Ishares Core MSCI EAFE ETF [AB]Sell$1.0K – $15.0K2022-06-04self
2022-05-10Ishares 0-5 HY Corp [AB] F S: New S O: Morgan Stanley INH IRABuy$1.0K – $15.0K2022-06-04self
2022-05-10ISHA Curr Hedged MSCI EAFE [AB]Buy$1.0K – $15.0K2022-06-04self
2022-05-10Duke Realty Corporation (DRE) [ST] F S: NewSell$1.0K – $15.0K2022-06-04joint
2022-04-26Putnam Ultra Sht Dur Inc A [AB] F S: NewSell$1.0K – $15.0K2022-05-13self
2022-04-19TJXTJX Companies, Inc. (TJX) [ST] F S: NewBuy$1.0K – $15.0K2022-05-13self 2022-04-19SPDR S&P 500 ETF Trust [AB]Buy$1.0K – $15.0K2022-05-13self
2022-04-19Ishares Russell 1000 ETF [AB]Sell$1.0K – $15.0K2022-05-13self
2022-04-19ABTAbbott Laboratories (ABT) [ST] F S: NewBuy$1.0K – $15.0K2022-05-13self 2022-03-29RIORio Tinto Plc (RIO) [ST] F S: New S O: Morgan Stanley INH IRABuy$1.0K – $15.0K2022-04-09self 2022-03-29TLTiShares 20+ Year Treasury Bond ETF (TLT) [ST]Buy$1.0K – $15.0K2022-04-09self 2022-03-29HIGHartford Financial Services Group, Inc. (HIG) [ST]Buy$1.0K – $15.0K2022-04-09self 2022-03-29GEGeneral Electric Company (GE) [ST] F S: New S O: Morgan Stanley INH IRABuy$1.0K – $15.0K2022-04-09self 2022-03-29CATCaterpillar, Inc. (CAT) [ST]Buy$1.0K – $15.0K2022-04-09self 2022-03-15TJXTJX Companies, Inc. (TJX) [ST] F S: New S O: Morgan StanleySell$1.0K – $15.0K2022-04-09self 2022-03-15SPYSPDR S&P 500 (SPY) [ST]Sell$1.0K – $15.0K2022-04-09self 2022-03-15ABTAbbott Laboratories (ABT) [ST] F S: New S O: Morgan StanleySell$1.0K – $15.0K2022-04-09self 2022-03-08Vanguard Total Bond Index Fund [CS] F S: New S O: Morgan Stanley D: Corporarte bond index fundSell$1.0K – $15.0K2022-04-09self
2022-03-08Vanguard Intermediate Term Cor [CS]Sell$1.0K – $15.0K2022-04-09self
2022-03-08Kinder Morgan, Inc. Warrants Expiring 2017 (KMI.W) [ST]Buy$1.0K – $15.0K2022-04-09self
2022-03-08SHYGiShares 0-5 Year High Yield Corporate Bond ETF (SHYG) [ST] F S: New S O: Morgan StanleyBuy$1.0K – $15.0K2022-04-09self 2022-02-28MRKMerck & Company, Inc. Common Stock (MRK) [ST]Sell$1.0K – $15.0K2022-03-09self 2022-02-27PDMPiedmont Office Realty Trust, Inc. Class A (PDM) [ST] F S: NewSell$1.0K – $15.0K2023-08-13self 2022-01-28FBMeta Platforms, Inc. - Class A (Fb) [ST]Buy$1.0K – $15.0K2022-02-13self 2022-01-28EFGiShares MSCI EAFE growth ETF (EFg) [ST]Sell$1.0K – $15.0K2022-02-13self 2022-01-28SPHBInvesco S&P 500 High beta ETF (SPHb) [ST]Sell$1.0K – $15.0K2022-02-13self 2022-01-28FLGBFranklin FTSE united Kingdom ETF (Flgb) [ST]Buy$1.0K – $15.0K2022-02-13self 2022-01-05SPYSPdR S&P 500 (SPY) [ST]Sell$1.0K – $15.0K2022-02-13self 2021-12-16SBUXStarbucks Corporation (SbuX) [ST]Buy$1.0K – $15.0K2022-01-09self 2021-12-14WMTWalmart Inc. (WMT) [ST]Buy$1.0K – $15.0K2022-01-09self 2021-12-14NEENextEra Energy, Inc. (NEE) [ST]Sell$1.0K – $15.0K2022-01-09self 2021-12-14CMECME group Inc. - Class A (CME) [ST]Sell$1.0K – $15.0K2022-01-09self 2021-12-09TAT&T Inc. (T) [ST]Sell$1.0K – $15.0K2022-01-09self 2021-09-27Global X US INF DEV ETF [OT]Sell$1.0K – $15.0K2022-10-05self
2021-09-10JNJJohnson & Johnson (JNJ) [ST]Sell$1.0K – $15.0K2021-10-18self 2021-09-01Royal gold, Inc. (RglD) [ST]Sell$1.0K – $15.0K2021-10-18spouse
2021-05-14united Parcel Service, Inc. (uPS) [ST]Sell$1.0K – $15.0K2021-06-08self
2021-03-31lowe's Companies, Inc. (lOW) [ST]Sell$1.0K – $15.0K2021-04-12self
2021-01-13VVisa Inc. (V) [ST]Sell$1.0K – $15.0K2021-02-22self 2020-12-31People's United Financial, Inc. (PbCT) [ST]Sell$15.0K – $50.0K2021-01-19self
2020-10-16SCHWCharles Schwab Corporation (SCHW) [ST]Buy$1.0K – $15.0K2020-11-19self 2020-10-16Anthem, Inc. (ANTM) [ST]Buy$1.0K – $15.0K2020-11-19self