Portrait: U.S. Government Publishing Office, via unitedstates/images (public domain)
Disclosed trades
Periodic transaction reports required by the STOCK Act: purchases, sales, and exchanges of stocks, bonds, and similar assets over $1,000 by the member, a spouse, or a dependent child, due within 45 days of the transaction. Filers report a value range (a few enter an exact amount), not the price or number of shares. Reports are shown as filed. For stocks and funds with a ticker, “Price moves” shows the closing price after the trade, at disclosure, and since, with an estimate of what an amount you choose within the reported range would have gained or lost; these are estimates, not the filer’s actual results. Members who do not trade individual securities file none.
Loading disclosed trades
Reports filed since Jan 1, 2025 with the House Clerk, last checked Oct 23, 2026. Filings are linked to this member by the seat or chamber they held on the filing date and their name.
18 reported transactions in 2 electronically filed reports; latest filed Aug 13, 2026.
Periodic Transaction Report · filed Aug 13, 2026 · House Clerk
Disclosed 521 days after the trade. PFE closed at $26.64 on Mar 10, 2025; changes are measured from that close.
Point
Session
Close
Change
On $32,501 sold
Day after the tradeMar 11, 2025
Mar 11, 2025
$25.99
−2.44%
$793 loss avoided
Day of disclosureAug 13, 2026
Aug 13, 2026
$26.80
+0.60%
$195 gain missed
30 days afterApr 9, 2025
Apr 9, 2025
$22.49
−15.6%
$5,063 loss avoided
90 days afterJun 9, 2025
Jun 9, 2025
$23.97
−10.0%
$3,257 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$30.11
+13.0%
$4,233 gain missed
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Quest Diagnostics Incorporated Common StockDGX
Stocks (including ADRs) [ST]
Held in: United Bank Brokerage Account
Transaction date
Mar 10, 2025Amendment filed 521 days later
Type
Sale
Amount (as reported)
$15,001 - $50,000
Owner
Spouse
Notified / status
Notified Apr 11, 2025Amended (ID 2000134517)
Disclosed 521 days after the trade. DGX closed at $173.12 on Mar 10, 2025; changes are measured from that close.
Point
Session
Close
Change
On $32,501 sold
Day after the tradeMar 11, 2025
Mar 11, 2025
$168.15
−2.87%
$933 loss avoided
Day of disclosureAug 13, 2026
Aug 13, 2026
$236.04
+36.3%
$11,812 gain missed
30 days afterApr 9, 2025
Apr 9, 2025
$164.06
−5.23%
$1,701 loss avoided
90 days afterJun 9, 2025
Jun 9, 2025
$175.90
+1.61%
$522 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$237.12
+37.0%
$12,015 gain missed
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Target Corporation Common StockTGT
Stocks (including ADRs) [ST]
Held in: United Bank Brokerage Account
Transaction date
Mar 10, 2025Amendment filed 521 days later
Type
Sale
Amount (as reported)
$15,001 - $50,000
Owner
Spouse
Notified / status
Notified Apr 11, 2025Amended (ID 2000134515)
Disclosed 521 days after the trade. TGT closed at $113.85 on Mar 10, 2025; changes are measured from that close.
Point
Session
Close
Change
On $32,501 sold
Day after the tradeMar 11, 2025
Mar 11, 2025
$112.76
−0.96%
$311 loss avoided
Day of disclosureAug 13, 2026
Aug 13, 2026
$155.51
+36.6%
$11,893 gain missed
30 days afterApr 9, 2025
Apr 9, 2025
$97.69
−14.2%
$4,613 loss avoided
90 days afterJun 9, 2025
Jun 9, 2025
$97.35
−14.5%
$4,710 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$154.00
+35.3%
$11,462 gain missed
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
U.S. Bancorp Common StockUSB
Stocks (including ADRs) [ST]
Held in: United Bank Brokerage Account
Transaction date
Mar 10, 2025Amendment filed 521 days later
Type
Sale
Amount (as reported)
$15,001 - $50,000
Owner
Spouse
Notified / status
Notified Apr 11, 2025Amended (ID 2000134527)
Disclosed 521 days after the trade. USB closed at $42.37 on Mar 10, 2025; changes are measured from that close.
Point
Session
Close
Change
On $32,501 sold
Day after the tradeMar 11, 2025
Mar 11, 2025
$41.56
−1.91%
$621 loss avoided
Day of disclosureAug 13, 2026
Aug 13, 2026
$65.17
+53.8%
$17,489 gain missed
30 days afterApr 9, 2025
Apr 9, 2025
$39.30
−7.25%
$2,355 loss avoided
90 days afterJun 9, 2025
Jun 9, 2025
$44.87
+5.90%
$1,918 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$59.09
+39.5%
$12,826 gain missed
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Transaction date
Owner
Asset
Type
Amount (as reported)
Notified / status
Prices
Mar 10, 2025Amendment filed 521 days later
Spouse
Pfizer, Inc. Common StockPFEStocks (including ADRs) [ST]Held in: United Bank Brokerage Account
Sale
$15,001 - $50,000
Notified Apr 11, 2025Amended (ID 2000134514)
Disclosed 521 days after the trade. PFE closed at $26.64 on Mar 10, 2025; changes are measured from that close.
Point
Session
Close
Change
On $32,501 sold
Day after the tradeMar 11, 2025
Mar 11, 2025
$25.99
−2.44%
$793 loss avoided
Day of disclosureAug 13, 2026
Aug 13, 2026
$26.80
+0.60%
$195 gain missed
30 days afterApr 9, 2025
Apr 9, 2025
$22.49
−15.6%
$5,063 loss avoided
90 days afterJun 9, 2025
Jun 9, 2025
$23.97
−10.0%
$3,257 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$30.11
+13.0%
$4,233 gain missed
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Mar 10, 2025Amendment filed 521 days later
Spouse
Quest Diagnostics Incorporated Common StockDGXStocks (including ADRs) [ST]Held in: United Bank Brokerage Account
Sale
$15,001 - $50,000
Notified Apr 11, 2025Amended (ID 2000134517)
Disclosed 521 days after the trade. DGX closed at $173.12 on Mar 10, 2025; changes are measured from that close.
Point
Session
Close
Change
On $32,501 sold
Day after the tradeMar 11, 2025
Mar 11, 2025
$168.15
−2.87%
$933 loss avoided
Day of disclosureAug 13, 2026
Aug 13, 2026
$236.04
+36.3%
$11,812 gain missed
30 days afterApr 9, 2025
Apr 9, 2025
$164.06
−5.23%
$1,701 loss avoided
90 days afterJun 9, 2025
Jun 9, 2025
$175.90
+1.61%
$522 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$237.12
+37.0%
$12,015 gain missed
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Mar 10, 2025Amendment filed 521 days later
Spouse
Target Corporation Common StockTGT
Disclosed 521 days after the trade. TGT closed at $113.85 on Mar 10, 2025; changes are measured from that close.
Point
Session
Close
Change
On $32,501 sold
Day after the tradeMar 11, 2025
Mar 11, 2025
$112.76
−0.96%
$311 loss avoided
Day of disclosureAug 13, 2026
Aug 13, 2026
$155.51
+36.6%
$11,893 gain missed
30 days afterApr 9, 2025
Apr 9, 2025
$97.69
−14.2%
$4,613 loss avoided
90 days afterJun 9, 2025
Jun 9, 2025
$97.35
−14.5%
$4,710 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$154.00
+35.3%
$11,462 gain missed
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Held in: Matt Miller Investment Management Account
Transaction date
Mar 10, 2025Filed 32 days later
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Member
Notified / status
Notified Apr 11, 2025New
Disclosed 32 days after the trade. AFL closed at $106.76 on Mar 10, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 bought
Day after the tradeMar 11, 2025
Mar 11, 2025
$106.27
−0.46%
−$37 loss
Day of disclosureApr 11, 2025
Apr 11, 2025
$106.83
+0.07%
+$5 gain
30 days afterApr 9, 2025
Apr 9, 2025
$105.30
−1.37%
−$109 loss
90 days afterJun 9, 2025
Jun 9, 2025
$102.51
−3.98%
−$319 loss
Latest closeOct 20, 2026
Oct 20, 2026
$120.27
+12.7%
+$1,012 gain
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
American Water Works Company, Inc. Common StockAWK
Stocks (including ADRs) [ST]
Held in: Matt Miller Investment Management Account
Transaction date
Mar 10, 2025Filed 32 days later
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Stocks (including ADRs) [ST]
Held in: United Bank Brokerage Account
Sale
$15,001 - $50,000
Notified Apr 11, 2025Amended (ID 2000134515)
Mar 10, 2025Amendment filed 521 days later
Spouse
U.S. Bancorp Common StockUSBStocks (including ADRs) [ST]Held in: United Bank Brokerage Account
Sale
$15,001 - $50,000
Notified Apr 11, 2025Amended (ID 2000134527)
Disclosed 521 days after the trade. USB closed at $42.37 on Mar 10, 2025; changes are measured from that close.
Point
Session
Close
Change
On $32,501 sold
Day after the tradeMar 11, 2025
Mar 11, 2025
$41.56
−1.91%
$621 loss avoided
Day of disclosureAug 13, 2026
Aug 13, 2026
$65.17
+53.8%
$17,489 gain missed
30 days afterApr 9, 2025
Apr 9, 2025
$39.30
−7.25%
$2,355 loss avoided
90 days afterJun 9, 2025
Jun 9, 2025
$44.87
+5.90%
$1,918 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$59.09
+39.5%
$12,826 gain missed
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Owner
Member
Notified / status
Notified Apr 11, 2025New
Disclosed 32 days after the trade. AWK closed at $149.31 on Mar 10, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 bought
Day after the tradeMar 11, 2025
Mar 11, 2025
$143.43
−3.94%
−$315 loss
Day of disclosureApr 11, 2025
Apr 11, 2025
$146.09
−2.16%
−$173 loss
30 days afterApr 9, 2025
Apr 9, 2025
$139.00
−6.91%
−$552 loss
90 days afterJun 9, 2025
Jun 9, 2025
$139.81
−6.36%
−$509 loss
Latest closeOct 20, 2026
Oct 20, 2026
$135.79
−9.05%
−$724 loss
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
CME Group Inc. - Class A Common StockCME
Stocks (including ADRs) [ST]
Held in: Matt Miller Investment Management Account
Transaction date
Mar 10, 2025Filed 32 days later
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Member
Notified / status
Notified Apr 11, 2025New
Disclosed 32 days after the trade. CME closed at $262.28 on Mar 10, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 bought
Day after the tradeMar 11, 2025
Mar 11, 2025
$260.43
−0.71%
−$56 loss
Day of disclosureApr 11, 2025
Apr 11, 2025
$261.54
−0.28%
−$23 loss
30 days afterApr 9, 2025
Apr 9, 2025
$254.13
−3.11%
−$249 loss
90 days afterJun 9, 2025
Jun 9, 2025
$268.35
+2.31%
+$185 gain
Latest closeOct 20, 2026
Oct 20, 2026
$295.31
+12.6%
+$1,008 gain
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Gilead Sciences, Inc. - Common StockGILD
Stocks (including ADRs) [ST]
Held in: Matt Miller Investment Management Account
Transaction date
Mar 10, 2025Filed 32 days later
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Member
Notified / status
Notified Apr 11, 2025New
Disclosed 32 days after the trade. GILD closed at $117.21 on Mar 10, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 bought
Day after the tradeMar 11, 2025
Mar 11, 2025
$114.43
−2.37%
−$190 loss
Day of disclosureApr 11, 2025
Apr 11, 2025
$103.63
−11.6%
−$927 loss
30 days afterApr 9, 2025
Apr 9, 2025
$105.25
−10.2%
−$816 loss
90 days afterJun 9, 2025
Jun 9, 2025
$113.00
−3.59%
−$287 loss
Latest closeOct 20, 2026
Oct 20, 2026
$156.51
+33.5%
+$2,683 gain
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Honeywell International Inc. - Common StockHON
Stocks (including ADRs) [ST]
Held in: Matt Miller Investment Management Account
Transaction date
Mar 10, 2025Filed 32 days later
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Member
Notified / status
Notified Apr 11, 2025New
Disclosed 32 days after the trade. HON closed at $211.35 on Mar 10, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 bought
Day after the tradeMar 11, 2025
Mar 11, 2025
$206.19
−2.45%
−$196 loss
Day of disclosureApr 11, 2025
Apr 11, 2025
$196.26
−7.14%
−$571 loss
30 days afterApr 9, 2025
Apr 9, 2025
$196.80
−6.88%
−$551 loss
90 days afterJun 9, 2025
Jun 9, 2025
$224.51
+6.22%
+$498 gain
Latest closeOct 20, 2026
Oct 20, 2026
$213.32
+0.93%
+$74 gain
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Illinois Tool Works Inc. Common StockITW
Stocks (including ADRs) [ST]
Held in: Matt Miller Investment Management Account
Transaction date
Mar 10, 2025Filed 32 days later
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Member
Notified / status
Notified Apr 11, 2025New
Disclosed 32 days after the trade. ITW closed at $267.67 on Mar 10, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 bought
Day after the tradeMar 11, 2025
Mar 11, 2025
$254.82
−4.80%
−$384 loss
Day of disclosureApr 11, 2025
Apr 11, 2025
$232.32
−13.2%
−$1,057 loss
30 days afterApr 9, 2025
Apr 9, 2025
$234.87
−12.3%
−$980 loss
90 days afterJun 9, 2025
Jun 9, 2025
$247.28
−7.62%
−$609 loss
Latest closeOct 20, 2026
Oct 20, 2026
$274.97
+2.73%
+$218 gain
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Lockheed Martin Corporation Common StockLMT
Stocks (including ADRs) [ST]
Held in: Matt Miller Investment Management Account
Transaction date
Mar 10, 2025Filed 32 days later
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Member
Notified / status
Notified Apr 11, 2025New
Disclosed 32 days after the trade. LMT closed at $479.17 on Mar 10, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 bought
Day after the tradeMar 11, 2025
Mar 11, 2025
$468.88
−2.15%
−$172 loss
Day of disclosureApr 11, 2025
Apr 11, 2025
$474.90
−0.89%
−$71 loss
30 days afterApr 9, 2025
Apr 9, 2025
$462.24
−3.53%
−$283 loss
90 days afterJun 9, 2025
Jun 9, 2025
$480.83
+0.35%
+$28 gain
Latest closeOct 20, 2026
Oct 20, 2026
$548.71
+14.5%
+$1,161 gain
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
PepsiCo, Inc. - Common StockPEP
Stocks (including ADRs) [ST]
Held in: Matt Miller Investment Management Account
Transaction date
Mar 10, 2025Filed 32 days later
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Member
Notified / status
Notified Apr 11, 2025New
Disclosed 32 days after the trade. PEP closed at $156.25 on Mar 10, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 bought
Day after the tradeMar 11, 2025
Mar 11, 2025
$152.33
−2.51%
−$201 loss
Day of disclosureApr 11, 2025
Apr 11, 2025
$144.43
−7.56%
−$605 loss
30 days afterApr 9, 2025
Apr 9, 2025
$145.59
−6.82%
−$546 loss
90 days afterJun 9, 2025
Jun 9, 2025
$129.96
−16.8%
−$1,346 loss
Latest closeOct 20, 2026
Oct 20, 2026
$134.02
−14.2%
−$1,138 loss
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Pfizer, Inc. Common StockPFE
Stocks (including ADRs) [ST]
Transaction date
Mar 10, 2025Filed 32 days later
Type
Sale
Amount (as reported)
$1,001 - $15,000
Owner
Member
Notified / status
Notified Apr 11, 2025New
Disclosed 32 days after the trade. PFE closed at $26.64 on Mar 10, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMar 11, 2025
Mar 11, 2025
$25.99
−2.44%
$195 loss avoided
Day of disclosureApr 11, 2025
Apr 11, 2025
$21.91
−17.8%
$1,421 loss avoided
30 days afterApr 9, 2025
Apr 9, 2025
$22.49
−15.6%
$1,246 loss avoided
90 days afterJun 9, 2025
Jun 9, 2025
$23.97
−10.0%
$802 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$30.11
+13.0%
$1,042 gain missed
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Quest Diagnostics Incorporated Common StockDGX
Stocks (including ADRs) [ST]
Held in: Matt Miller Investment Management Account
Transaction date
Mar 10, 2025Filed 32 days later
Type
Sale
Amount (as reported)
$1,001 - $15,000
Owner
Member
Notified / status
Notified Apr 11, 2025New
Disclosed 32 days after the trade. DGX closed at $173.12 on Mar 10, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMar 11, 2025
Mar 11, 2025
$168.15
−2.87%
$230 loss avoided
Day of disclosureApr 11, 2025
Apr 11, 2025
$163.99
−5.27%
$422 loss avoided
30 days afterApr 9, 2025
Apr 9, 2025
$164.06
−5.23%
$419 loss avoided
90 days afterJun 9, 2025
Jun 9, 2025
$175.90
+1.61%
$128 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$237.12
+37.0%
$2,958 gain missed
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Target Corporation Common StockTGT
Stocks (including ADRs) [ST]
Held in: Matt Miller Investment Management Account
Transaction date
Mar 10, 2025Filed 32 days later
Type
Sale
Amount (as reported)
$1,001 - $15,000
Owner
Member
Notified / status
Notified Apr 11, 2025New
Disclosed 32 days after the trade. TGT closed at $113.85 on Mar 10, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMar 11, 2025
Mar 11, 2025
$112.76
−0.96%
$77 loss avoided
Day of disclosureApr 11, 2025
Apr 11, 2025
$92.78
−18.5%
$1,481 loss avoided
30 days afterApr 9, 2025
Apr 9, 2025
$97.69
−14.2%
$1,136 loss avoided
90 days afterJun 9, 2025
Jun 9, 2025
$97.35
−14.5%
$1,160 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$154.00
+35.3%
$2,822 gain missed
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
The Hershey Company Common StockHSY
Stocks (including ADRs) [ST]
Held in: Matt Miller Investment Management Account
Transaction date
Mar 10, 2025Filed 32 days later
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Member
Notified / status
Notified Apr 11, 2025New
Disclosed 32 days after the trade. HSY closed at $186.36 on Mar 10, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 bought
Day after the tradeMar 11, 2025
Mar 11, 2025
$179.54
−3.66%
−$293 loss
Day of disclosureApr 11, 2025
Apr 11, 2025
$165.65
−11.1%
−$889 loss
30 days afterApr 9, 2025
Apr 9, 2025
$164.16
−11.9%
−$953 loss
90 days afterJun 9, 2025
Jun 9, 2025
$166.91
−10.4%
−$835 loss
Latest closeOct 20, 2026
Oct 20, 2026
$169.58
−9.00%
−$720 loss
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
U.S. Bancorp Common StockUSB
Stocks (including ADRs) [ST]
Held in: Matt Miller Investment Management Account
Transaction date
Mar 10, 2025Filed 32 days later
Type
Sale
Amount (as reported)
$1,001 - $15,000
Owner
Member
Notified / status
Notified Apr 11, 2025New
Disclosed 32 days after the trade. USB closed at $42.37 on Mar 10, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMar 11, 2025
Mar 11, 2025
$41.56
−1.91%
$153 loss avoided
Day of disclosureApr 11, 2025
Apr 11, 2025
$37.86
−10.6%
$852 loss avoided
30 days afterApr 9, 2025
Apr 9, 2025
$39.30
−7.25%
$580 loss avoided
90 days afterJun 9, 2025
Jun 9, 2025
$44.87
+5.90%
$472 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$59.09
+39.5%
$3,157 gain missed
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
United Parcel Service, Inc. Common StockUPS
Stocks (including ADRs) [ST]
Held in: Matt Miller Investment Management Account
Transaction date
Mar 10, 2025Filed 32 days later
Type
Sale
Amount (as reported)
$1,001 - $15,000
Owner
Member
Notified / status
Notified Apr 11, 2025New
Disclosed 32 days after the trade. UPS closed at $120.62 on Mar 10, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMar 11, 2025
Mar 11, 2025
$116.36
−3.53%
$283 loss avoided
Day of disclosureApr 11, 2025
Apr 11, 2025
$97.08
−19.5%
$1,561 loss avoided
30 days afterApr 9, 2025
Apr 9, 2025
$99.66
−17.4%
$1,390 loss avoided
90 days afterJun 9, 2025
Jun 9, 2025
$99.31
−17.7%
$1,414 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$98.52
−18.3%
$1,466 loss avoided
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Transaction date
Owner
Asset
Type
Amount (as reported)
Notified / status
Prices
Mar 10, 2025Filed 32 days later
Member
AFLAC Incorporated Common StockAFLStocks (including ADRs) [ST]Held in: Matt Miller Investment Management Account
Purchase
$1,001 - $15,000
Notified Apr 11, 2025New
Disclosed 32 days after the trade. AFL closed at $106.76 on Mar 10, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 bought
Day after the tradeMar 11, 2025
Mar 11, 2025
$106.27
−0.46%
−$37 loss
Day of disclosureApr 11, 2025
Apr 11, 2025
$106.83
+0.07%
+$5 gain
30 days afterApr 9, 2025
Apr 9, 2025
$105.30
−1.37%
−$109 loss
90 days afterJun 9, 2025
Jun 9, 2025
$102.51
−3.98%
−$319 loss
Latest closeOct 20, 2026
Oct 20, 2026
$120.27
+12.7%
+$1,012 gain
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Mar 10, 2025Filed 32 days later
Member
American Water Works Company, Inc. Common StockAWKStocks (including ADRs) [ST]Held in: Matt Miller Investment Management Account
Purchase
$1,001 - $15,000
Notified Apr 11, 2025New
Disclosed 32 days after the trade. AWK closed at $149.31 on Mar 10, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 bought
Day after the tradeMar 11, 2025
Mar 11, 2025
$143.43
−3.94%
−$315 loss
Day of disclosureApr 11, 2025
Apr 11, 2025
$146.09
−2.16%
−$173 loss
30 days afterApr 9, 2025
Apr 9, 2025
$139.00
−6.91%
−$552 loss
90 days afterJun 9, 2025
Jun 9, 2025
$139.81
−6.36%
−$509 loss
Latest closeOct 20, 2026
Oct 20, 2026
$135.79
−9.05%
−$724 loss
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Mar 10, 2025Filed 32 days later
Member
CME Group Inc. - Class A Common StockCMEStocks (including ADRs) [ST]Held in: Matt Miller Investment Management Account
Purchase
$1,001 - $15,000
Notified Apr 11, 2025New
Disclosed 32 days after the trade. CME closed at $262.28 on Mar 10, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 bought
Day after the tradeMar 11, 2025
Mar 11, 2025
$260.43
−0.71%
−$56 loss
Day of disclosureApr 11, 2025
Apr 11, 2025
$261.54
−0.28%
−$23 loss
30 days afterApr 9, 2025
Apr 9, 2025
$254.13
−3.11%
−$249 loss
90 days afterJun 9, 2025
Jun 9, 2025
$268.35
+2.31%
+$185 gain
Latest closeOct 20, 2026
Oct 20, 2026
$295.31
+12.6%
+$1,008 gain
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Mar 10, 2025Filed 32 days later
Member
Gilead Sciences, Inc. - Common StockGILDStocks (including ADRs) [ST]Held in: Matt Miller Investment Management Account
Purchase
$1,001 - $15,000
Notified Apr 11, 2025New
Disclosed 32 days after the trade. GILD closed at $117.21 on Mar 10, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 bought
Day after the tradeMar 11, 2025
Mar 11, 2025
$114.43
−2.37%
−$190 loss
Day of disclosureApr 11, 2025
Apr 11, 2025
$103.63
−11.6%
−$927 loss
30 days afterApr 9, 2025
Apr 9, 2025
$105.25
−10.2%
−$816 loss
90 days afterJun 9, 2025
Jun 9, 2025
$113.00
−3.59%
−$287 loss
Latest closeOct 20, 2026
Oct 20, 2026
$156.51
+33.5%
+$2,683 gain
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Mar 10, 2025Filed 32 days later
Member
Honeywell International Inc. - Common StockHONStocks (including ADRs) [ST]Held in: Matt Miller Investment Management Account
Purchase
$1,001 - $15,000
Notified Apr 11, 2025New
Disclosed 32 days after the trade. HON closed at $211.35 on Mar 10, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 bought
Day after the tradeMar 11, 2025
Mar 11, 2025
$206.19
−2.45%
−$196 loss
Day of disclosureApr 11, 2025
Apr 11, 2025
$196.26
−7.14%
−$571 loss
30 days afterApr 9, 2025
Apr 9, 2025
$196.80
−6.88%
−$551 loss
90 days afterJun 9, 2025
Jun 9, 2025
$224.51
+6.22%
+$498 gain
Latest closeOct 20, 2026
Oct 20, 2026
$213.32
+0.93%
+$74 gain
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Mar 10, 2025Filed 32 days later
Member
Illinois Tool Works Inc. Common StockITWStocks (including ADRs) [ST]Held in: Matt Miller Investment Management Account
Purchase
$1,001 - $15,000
Notified Apr 11, 2025New
Disclosed 32 days after the trade. ITW closed at $267.67 on Mar 10, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 bought
Day after the tradeMar 11, 2025
Mar 11, 2025
$254.82
−4.80%
−$384 loss
Day of disclosureApr 11, 2025
Apr 11, 2025
$232.32
−13.2%
−$1,057 loss
30 days afterApr 9, 2025
Apr 9, 2025
$234.87
−12.3%
−$980 loss
90 days afterJun 9, 2025
Jun 9, 2025
$247.28
−7.62%
−$609 loss
Latest closeOct 20, 2026
Oct 20, 2026
$274.97
+2.73%
+$218 gain
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Mar 10, 2025Filed 32 days later
Member
Lockheed Martin Corporation Common StockLMTStocks (including ADRs) [ST]Held in: Matt Miller Investment Management Account
Purchase
$1,001 - $15,000
Notified Apr 11, 2025New
Disclosed 32 days after the trade. LMT closed at $479.17 on Mar 10, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 bought
Day after the tradeMar 11, 2025
Mar 11, 2025
$468.88
−2.15%
−$172 loss
Day of disclosureApr 11, 2025
Apr 11, 2025
$474.90
−0.89%
−$71 loss
30 days afterApr 9, 2025
Apr 9, 2025
$462.24
−3.53%
−$283 loss
90 days afterJun 9, 2025
Jun 9, 2025
$480.83
+0.35%
+$28 gain
Latest closeOct 20, 2026
Oct 20, 2026
$548.71
+14.5%
+$1,161 gain
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Mar 10, 2025Filed 32 days later
Member
PepsiCo, Inc. - Common StockPEPStocks (including ADRs) [ST]Held in: Matt Miller Investment Management Account
Purchase
$1,001 - $15,000
Notified Apr 11, 2025New
Disclosed 32 days after the trade. PEP closed at $156.25 on Mar 10, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 bought
Day after the tradeMar 11, 2025
Mar 11, 2025
$152.33
−2.51%
−$201 loss
Day of disclosureApr 11, 2025
Apr 11, 2025
$144.43
−7.56%
−$605 loss
30 days afterApr 9, 2025
Apr 9, 2025
$145.59
−6.82%
−$546 loss
90 days afterJun 9, 2025
Jun 9, 2025
$129.96
−16.8%
−$1,346 loss
Latest closeOct 20, 2026
Oct 20, 2026
$134.02
−14.2%
−$1,138 loss
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Mar 10, 2025Filed 32 days later
Member
Pfizer, Inc. Common StockPFEStocks (including ADRs) [ST]
Sale
$1,001 - $15,000
Notified Apr 11, 2025New
Disclosed 32 days after the trade. PFE closed at $26.64 on Mar 10, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMar 11, 2025
Mar 11, 2025
$25.99
−2.44%
$195 loss avoided
Day of disclosureApr 11, 2025
Apr 11, 2025
$21.91
−17.8%
$1,421 loss avoided
30 days afterApr 9, 2025
Apr 9, 2025
$22.49
−15.6%
$1,246 loss avoided
90 days afterJun 9, 2025
Jun 9, 2025
$23.97
−10.0%
$802 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$30.11
+13.0%
$1,042 gain missed
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Mar 10, 2025Filed 32 days later
Member
Quest Diagnostics Incorporated Common StockDGXStocks (including ADRs) [ST]Held in: Matt Miller Investment Management Account
Sale
$1,001 - $15,000
Notified Apr 11, 2025New
Disclosed 32 days after the trade. DGX closed at $173.12 on Mar 10, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMar 11, 2025
Mar 11, 2025
$168.15
−2.87%
$230 loss avoided
Day of disclosureApr 11, 2025
Apr 11, 2025
$163.99
−5.27%
$422 loss avoided
30 days afterApr 9, 2025
Apr 9, 2025
$164.06
−5.23%
$419 loss avoided
90 days afterJun 9, 2025
Jun 9, 2025
$175.90
+1.61%
$128 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$237.12
+37.0%
$2,958 gain missed
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Mar 10, 2025Filed 32 days later
Member
Target Corporation Common StockTGTStocks (including ADRs) [ST]Held in: Matt Miller Investment Management Account
Sale
$1,001 - $15,000
Notified Apr 11, 2025New
Disclosed 32 days after the trade. TGT closed at $113.85 on Mar 10, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMar 11, 2025
Mar 11, 2025
$112.76
−0.96%
$77 loss avoided
Day of disclosureApr 11, 2025
Apr 11, 2025
$92.78
−18.5%
$1,481 loss avoided
30 days afterApr 9, 2025
Apr 9, 2025
$97.69
−14.2%
$1,136 loss avoided
90 days afterJun 9, 2025
Jun 9, 2025
$97.35
−14.5%
$1,160 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$154.00
+35.3%
$2,822 gain missed
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Mar 10, 2025Filed 32 days later
Member
The Hershey Company Common StockHSYStocks (including ADRs) [ST]Held in: Matt Miller Investment Management Account
Purchase
$1,001 - $15,000
Notified Apr 11, 2025New
Disclosed 32 days after the trade. HSY closed at $186.36 on Mar 10, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 bought
Day after the tradeMar 11, 2025
Mar 11, 2025
$179.54
−3.66%
−$293 loss
Day of disclosureApr 11, 2025
Apr 11, 2025
$165.65
−11.1%
−$889 loss
30 days afterApr 9, 2025
Apr 9, 2025
$164.16
−11.9%
−$953 loss
90 days afterJun 9, 2025
Jun 9, 2025
$166.91
−10.4%
−$835 loss
Latest closeOct 20, 2026
Oct 20, 2026
$169.58
−9.00%
−$720 loss
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Mar 10, 2025Filed 32 days later
Member
U.S. Bancorp Common StockUSBStocks (including ADRs) [ST]Held in: Matt Miller Investment Management Account
Sale
$1,001 - $15,000
Notified Apr 11, 2025New
Disclosed 32 days after the trade. USB closed at $42.37 on Mar 10, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMar 11, 2025
Mar 11, 2025
$41.56
−1.91%
$153 loss avoided
Day of disclosureApr 11, 2025
Apr 11, 2025
$37.86
−10.6%
$852 loss avoided
30 days afterApr 9, 2025
Apr 9, 2025
$39.30
−7.25%
$580 loss avoided
90 days afterJun 9, 2025
Jun 9, 2025
$44.87
+5.90%
$472 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$59.09
+39.5%
$3,157 gain missed
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Mar 10, 2025Filed 32 days later
Member
United Parcel Service, Inc. Common StockUPSStocks (including ADRs) [ST]Held in: Matt Miller Investment Management Account
Sale
$1,001 - $15,000
Notified Apr 11, 2025New
Disclosed 32 days after the trade. UPS closed at $120.62 on Mar 10, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMar 11, 2025
Mar 11, 2025
$116.36
−3.53%
$283 loss avoided
Day of disclosureApr 11, 2025
Apr 11, 2025
$97.08
−19.5%
$1,561 loss avoided
30 days afterApr 9, 2025
Apr 9, 2025
$99.66
−17.4%
$1,390 loss avoided
90 days afterJun 9, 2025
Jun 9, 2025
$99.31
−17.7%
$1,414 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$98.52
−18.3%
$1,466 loss avoided
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
