
Senator · AL · R
Current term Jan 3, 2021 – Jan 3, 2027 · In the Senate since Jan 3, 2021
Official websiteContact formBiographical Directory
Portrait: U.S. Government Publishing Office, via unitedstates/images (public domain)
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.
Reports filed since Jan 1, 2025 with the Senate Office of Public Records (eFD), 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.
176 reported transactions in 9 electronically filed reports; latest filed Aug 5, 2026.
Periodic Transaction Report · filed Jan 15, 2026 · Senate eFD
View original filingSuperseded by a later amendment; shown for the record.
SPDR Select Sector Fund - UtilitiesXLU
Stock
Disclosed 29 days after the trade. XLU closed at $42.76 on Dec 17, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $32,501 bought |
|---|---|---|---|---|
| Day after the tradeDec 18, 2025 | $43.18 | +0.98% | +$319 gain | |
| Day of disclosureJan 15, 2026 | $43.61 | +1.99% | +$646 gain | |
| 30 days afterJan 16, 2026 | $43.39 | +1.47% | +$479 gain | |
| 90 days afterMar 17, 2026 | $47.13 | +10.2% | +$3,322 gain | |
| Latest closeOct 20, 2026 | $41.88 | −2.06% | −$669 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.
SPDR Select Sector Fund - Consumer StaplesXLP
Stock
Disclosed 29 days after the trade. XLP closed at $79.65 on Dec 17, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $32,501 bought |
|---|---|---|---|---|
| Day after the tradeDec 18, 2025 | $79.19 | −0.58% | −$188 loss | |
| Day of disclosureJan 15, 2026 | $82.37 | +3.41% | +$1,110 gain | |
| 30 days afterJan 16, 2026 | $82.11 | +3.09% | +$1,004 gain | |
| 90 days afterMar 17, 2026 | $84.70 | +6.34% | +$2,061 gain | |
| Latest closeOct 20, 2026 | $87.75 | +10.2% | +$3,305 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.
SPDR Select Sector Fund - Health CareXLV
Stock
Disclosed 29 days after the trade. XLV closed at $153.79 on Dec 17, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $32,501 bought |
|---|---|---|---|---|
| Day after the tradeDec 18, 2025 | $153.91 | +0.08% | +$25 gain | |
| Day of disclosureJan 15, 2026 | $156.96 | +2.06% | +$670 gain | |
| 30 days afterJan 16, 2026 | $155.74 | +1.27% | +$412 gain | |
| 90 days afterMar 17, 2026 | $149.64 | −2.70% | −$877 loss | |
| Latest closeOct 20, 2026 | $179.82 | +16.9% | +$5,501 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.
Apple IncAAPL
Stock
Disclosed 29 days after the trade. AAPL closed at $271.84 on Dec 17, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $75,001 sold |
|---|---|---|---|---|
| Day after the tradeDec 18, 2025 | $272.19 | +0.13% | $97 gain missed | |
| Day of disclosureJan 15, 2026 | $258.21 | −5.01% | $3,761 loss avoided | |
| 30 days afterJan 16, 2026 | $255.53 | −6.00% | $4,500 loss avoided | |
| 90 days afterMar 17, 2026 | $254.23 | −6.48% | $4,859 loss avoided | |
| Latest closeOct 20, 2026 | $339.50 | +24.9% | $18,667 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.
Alphabet Cl AGOOGL
Stock
Disclosed 29 days after the trade. GOOGL closed at $296.72 on Dec 17, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 sold |
|---|---|---|---|---|
| Day after the tradeDec 18, 2025 | $302.46 | +1.93% | $155 gain missed | |
| Day of disclosureJan 15, 2026 | $332.78 | +12.2% | $972 gain missed | |
| 30 days afterJan 16, 2026 | $330.00 | +11.2% | $897 gain missed | |
| 90 days afterMar 17, 2026 | $310.92 | +4.79% | $383 gain missed | |
| Latest closeOct 20, 2026 | $340.28 | +14.7% | $1,174 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) | Prices | |||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dec 17, 2025Filed 29 days later | Member | SPDR Select Sector Fund - UtilitiesXLUStock | Purchase | $15,001 - $50,000 | ||||||||||||||||||||||||||
Disclosed 29 days after the trade. XLU closed at $42.76 on Dec 17, 2025; changes are measured from that close.
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. | ||||||||||||||||||||||||||||||
| Dec 17, 2025Filed 29 days later | Member | SPDR Select Sector Fund - Consumer StaplesXLPStock | Purchase | $15,001 - $50,000 | ||||||||||||||||||||||||||
Disclosed 29 days after the trade. XLP closed at $79.65 on Dec 17, 2025; changes are measured from that close.
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. | ||||||||||||||||||||||||||||||
| Dec 17, 2025Filed 29 days later | Member | SPDR Select Sector Fund - Health CareXLVStock | Purchase | $15,001 - $50,000 | ||||||||||||||||||||||||||
Disclosed 29 days after the trade. XLV closed at $153.79 on Dec 17, 2025; changes are measured from that close.
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. | ||||||||||||||||||||||||||||||
| Dec 17, 2025Filed 29 days later | Member | Apple IncAAPL | ||||||||||||||||||||||||||||
Disclosed 29 days after the trade. AAPL closed at $271.84 on Dec 17, 2025; changes are measured from that close.
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. | ||||||||||||||||||||||||||||||
Periodic Transaction Report · filed Nov 15, 2025 · Senate eFD
View original filingSuperseded by a later amendment; shown for the record.
Pepsico IncPEP
Stock
Disclosed 39 days after the trade. PEP closed at $140.79 on Oct 7, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $32,501 sold |
|---|---|---|---|---|
| Day after the tradeOct 8, 2025 | $138.84 | −1.39% | $450 loss avoided | |
| Day of disclosureNov 17, 2025 | $147.83 | +5.00% | $1,625 gain missed | |
| 30 days afterNov 6, 2025 | $141.58 | +0.56% | $182 gain missed | |
| 90 days afterJan 5, 2026 | $139.92 | −0.62% | $201 loss avoided | |
| Latest closeOct 20, 2026 | $134.02 | −4.81% | $1,563 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.
Owens Corning IncOC
Stock
Disclosed 39 days after the trade. OC closed at $133.38 on Oct 7, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $32,501 sold |
|---|---|---|---|---|
| Day after the tradeOct 8, 2025 | $133.84 | +0.34% | $112 gain missed | |
| Day of disclosureNov 17, 2025 | $99.13 | −25.7% | $8,346 loss avoided | |
| 30 days afterNov 6, 2025 | $104.94 | −21.3% | $6,930 loss avoided | |
| 90 days afterJan 5, 2026 | $113.66 | −14.8% | $4,805 loss avoided | |
| Latest closeOct 20, 2026 | $111.81 | −16.2% | $5,256 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.
Periodic Transaction Report · filed May 15, 2025 · Senate eFD
View original filingSuperseded by a later amendment; shown for the record.
Bristol-Myers Squibb CompanyBMY
Stock
Disclosed 30 days after the trade. BMY closed at $50.00 on Apr 15, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 sold |
|---|---|---|---|---|
| Day after the tradeApr 16, 2025 | $49.36 | −1.28% | $102 loss avoided | |
| Day of disclosureMay 15, 2025 | $45.81 | −8.38% | $670 loss avoided | |
| 30 days afterMay 15, 2025 | $45.81 | −8.38% | $670 loss avoided | |
| 90 days afterJul 14, 2025 | $47.34 | −5.32% | $426 loss avoided | |
| Latest closeOct 20, 2026 | $61.68 | +23.4% | $1,869 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.
Paypal HoldingsPYPL
Stock
Disclosed 30 days after the trade. PYPL closed at $62.00 on Apr 15, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $32,501 sold |
|---|---|---|---|---|
| Day after the tradeApr 16, 2025 | $60.24 | −2.84% | $923 loss avoided | |
| Day of disclosureMay 15, 2025 | $71.57 | +15.4% | $5,017 gain missed | |
| 30 days afterMay 15, 2025 | $71.57 | +15.4% | $5,017 gain missed | |
| 90 days afterJul 14, 2025 | $73.89 | +19.2% | $6,233 gain missed | |
| Latest closeOct 20, 2026 | $57.14 | −7.84% | $2,548 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.
Periodic Transaction Report · filed Feb 14, 2025 · Senate eFD
View original filingSuperseded by a later amendment; shown for the record.
Tractor Supply CompanyTSCO
Stock
Disclosed 35 days after the trade. TSCO closed at $54.59 on Jan 10, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $32,501 sold |
|---|---|---|---|---|
| Day after the tradeJan 13, 2025 | $54.57 | −0.04% | $12 loss avoided | |
| Day of disclosureFeb 14, 2025 | $57.14 | +4.67% | $1,518 gain missed | |
| 30 days afterFeb 10, 2025 | $54.43 | −0.29% | $95 loss avoided | |
| 90 days afterApr 10, 2025 | $51.32 | −5.99% | $1,947 loss avoided | |
| Latest closeOct 20, 2026 | $32.91 | −39.7% | $12,908 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.
Carrier Global CorpCARR
Stock
Disclosed 35 days after the trade. CARR closed at $66.51 on Jan 10, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 sold |
|---|---|---|---|---|
| Day after the tradeJan 13, 2025 | $67.11 | +0.90% | $72 gain missed | |
| Day of disclosureFeb 14, 2025 | $65.13 | −2.07% | $166 loss avoided | |
| 30 days afterFeb 10, 2025 | $66.23 | −0.42% | $34 loss avoided | |
| 90 days afterApr 10, 2025 | $59.05 | −11.2% | $897 loss avoided | |
| Latest closeOct 20, 2026 | $56.17 | −15.5% | $1,244 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.
| Sale |
| $50,001 - $100,000 |
| Dec 17, 2025Filed 29 days later | Member | Alphabet Cl AGOOGLStock | Sale | $1,001 - $15,000 | ||||||||||||||||||||||||||
Disclosed 29 days after the trade. GOOGL closed at $296.72 on Dec 17, 2025; changes are measured from that close.
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. | ||||||||||||||||||||||||||||||
Microsoft CorpMSFT
Stock
Disclosed 39 days after the trade. MSFT closed at $523.98 on Oct 7, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $32,501 sold |
|---|---|---|---|---|
| Day after the tradeOct 8, 2025 | $524.85 | +0.17% | $54 gain missed | |
| Day of disclosureNov 17, 2025 | $507.49 | −3.15% | $1,023 loss avoided | |
| 30 days afterNov 6, 2025 | $497.10 | −5.13% | $1,667 loss avoided | |
| 90 days afterJan 5, 2026 | $472.85 | −9.76% | $3,171 loss avoided | |
| Latest closeOct 20, 2026 | $531.87 | +1.51% | $489 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.
Apple IncAAPL
Stock
Disclosed 39 days after the trade. AAPL closed at $256.48 on Oct 7, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $32,501 sold |
|---|---|---|---|---|
| Day after the tradeOct 8, 2025 | $258.06 | +0.62% | $200 gain missed | |
| Day of disclosureNov 17, 2025 | $267.46 | +4.28% | $1,391 gain missed | |
| 30 days afterNov 6, 2025 | $269.77 | +5.18% | $1,684 gain missed | |
| 90 days afterJan 5, 2026 | $267.26 | +4.20% | $1,366 gain missed | |
| Latest closeOct 20, 2026 | $339.50 | +32.4% | $10,520 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.
Alphabet Inc. - Class A Common StockGOOGL
Stock
Disclosed 39 days after the trade. GOOGL closed at $245.76 on Oct 7, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $32,501 sold |
|---|---|---|---|---|
| Day after the tradeOct 8, 2025 | $244.62 | −0.46% | $151 loss avoided | |
| Day of disclosureNov 17, 2025 | $285.02 | +16.0% | $5,192 gain missed | |
| 30 days afterNov 6, 2025 | $284.75 | +15.9% | $5,156 gain missed | |
| 90 days afterJan 5, 2026 | $316.54 | +28.8% | $9,360 gain missed | |
| Latest closeOct 20, 2026 | $340.28 | +38.5% | $12,499 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.
Oracle Corporation Common StockORCL
Stock
Disclosed 39 days after the trade. ORCL closed at $284.24 on Oct 7, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $32,501 sold |
|---|---|---|---|---|
| Day after the tradeOct 8, 2025 | $288.63 | +1.54% | $502 gain missed | |
| Day of disclosureNov 17, 2025 | $219.86 | −22.6% | $7,361 loss avoided | |
| 30 days afterNov 6, 2025 | $243.80 | −14.2% | $4,624 loss avoided | |
| 90 days afterJan 5, 2026 | $192.59 | −32.2% | $10,480 loss avoided | |
| Latest closeOct 20, 2026 | $131.14 | −53.9% | $17,506 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.
BIRMINGHAM ALA GO WTS SER. 2018 B
Municipal Security
Rate/Coupon: 5.0% Matures: 12/01/2043
No ticker reported
| Transaction date | Owner | Asset | Type | Amount (as reported) | Prices | |||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Oct 7, 2025Filed 39 days later | Joint | Pepsico IncPEPStock | Sale | $15,001 - $50,000 | ||||||||||||||||||||||||||
Disclosed 39 days after the trade. PEP closed at $140.79 on Oct 7, 2025; changes are measured from that close.
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. | ||||||||||||||||||||||||||||||
| Oct 7, 2025Filed 39 days later | Joint | Owens Corning IncOCStock | Sale | $15,001 - $50,000 | ||||||||||||||||||||||||||
Disclosed 39 days after the trade. OC closed at $133.38 on Oct 7, 2025; changes are measured from that close.
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. | ||||||||||||||||||||||||||||||
| Oct 7, 2025Filed 39 days later | Joint | Microsoft CorpMSFTStock | Sale | $15,001 - $50,000 | ||||||||||||||||||||||||||
Disclosed 39 days after the trade. MSFT closed at $523.98 on Oct 7, 2025; changes are measured from that close.
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. | ||||||||||||||||||||||||||||||
| Oct 7, 2025Filed 39 days later | Joint | Apple IncAAPLStock | Sale | $15,001 - $50,000 | ||||||||||||||||||||||||||
Disclosed 39 days after the trade. AAPL closed at $256.48 on Oct 7, 2025; changes are measured from that close.
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. | ||||||||||||||||||||||||||||||
| Oct 7, 2025Filed 39 days later | Joint | Alphabet Inc. - Class A Common StockGOOGLStock | Sale | $15,001 - $50,000 | ||||||||||||||||||||||||||
Disclosed 39 days after the trade. GOOGL closed at $245.76 on Oct 7, 2025; changes are measured from that close.
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. | ||||||||||||||||||||||||||||||
| Oct 7, 2025Filed 39 days later | Joint | Oracle Corporation Common StockORCLStock | Sale | $15,001 - $50,000 | ||||||||||||||||||||||||||
Disclosed 39 days after the trade. ORCL closed at $284.24 on Oct 7, 2025; changes are measured from that close.
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. | ||||||||||||||||||||||||||||||
| Oct 7, 2025Filed 39 days later | Joint | BIRMINGHAM ALA GO WTS SER. 2018 BMunicipal SecurityRate/Coupon: 5.0% Matures: 12/01/2043 | Sale | $15,001 - $50,000 | No ticker reported | |||||||||||||||||||||||||
iShares Broad USD Investment Grade Corporate BondUSIG
Stock
Disclosed 30 days after the trade. USIG closed at $50.19 on Apr 15, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $75,001 bought |
|---|---|---|---|---|
| Day after the tradeApr 16, 2025 | $50.29 | +0.20% | +$149 gain | |
| Day of disclosureMay 15, 2025 | $50.39 | +0.40% | +$299 gain | |
| 30 days afterMay 15, 2025 | $50.39 | +0.40% | +$299 gain | |
| 90 days afterJul 14, 2025 | $50.88 | +1.37% | +$1,031 gain | |
| Latest closeOct 20, 2026 | $49.07 | −2.23% | −$1,674 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.
JP Morgan Chase & CompanyJPM
Stock
Disclosed 30 days after the trade. JPM closed at $233.13 on Apr 15, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $32,501 sold |
|---|---|---|---|---|
| Day after the tradeApr 16, 2025 | $229.61 | −1.51% | $491 loss avoided | |
| Day of disclosureMay 15, 2025 | $267.49 | +14.7% | $4,790 gain missed | |
| 30 days afterMay 15, 2025 | $267.49 | +14.7% | $4,790 gain missed | |
| 90 days afterJul 14, 2025 | $288.70 | +23.8% | $7,747 gain missed | |
| Latest closeOct 20, 2026 | $335.26 | +43.8% | $14,238 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.
Alphabet Cl AGOOGL
Stock
Disclosed 30 days after the trade. GOOGL closed at $156.31 on Apr 15, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $32,501 sold |
|---|---|---|---|---|
| Day after the tradeApr 16, 2025 | $153.33 | −1.91% | $620 loss avoided | |
| Day of disclosureMay 15, 2025 | $163.96 | +4.89% | $1,591 gain missed | |
| 30 days afterMay 15, 2025 | $163.96 | +4.89% | $1,591 gain missed | |
| 90 days afterJul 14, 2025 | $181.56 | +16.2% | $5,250 gain missed | |
| Latest closeOct 20, 2026 | $340.28 | +117.7% | $38,251 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.
Amgen IncAMGN
Stock
Disclosed 30 days after the trade. AMGN closed at $295.30 on Apr 15, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $32,501 sold |
|---|---|---|---|---|
| Day after the tradeApr 16, 2025 | $282.64 | −4.29% | $1,393 loss avoided | |
| Day of disclosureMay 15, 2025 | $271.69 | −8.00% | $2,599 loss avoided | |
| 30 days afterMay 15, 2025 | $271.69 | −8.00% | $2,599 loss avoided | |
| 90 days afterJul 14, 2025 | $297.03 | +0.59% | $190 gain missed | |
| Latest closeOct 20, 2026 | $438.94 | +48.6% | $15,809 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.
Apple IncAAPL
Stock
Disclosed 30 days after the trade. AAPL closed at $202.14 on Apr 15, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $32,501 sold |
|---|---|---|---|---|
| Day after the tradeApr 16, 2025 | $194.27 | −3.89% | $1,265 loss avoided | |
| Day of disclosureMay 15, 2025 | $211.45 | +4.61% | $1,497 gain missed | |
| 30 days afterMay 15, 2025 | $211.45 | +4.61% | $1,497 gain missed | |
| 90 days afterJul 14, 2025 | $208.62 | +3.21% | $1,042 gain missed | |
| Latest closeOct 20, 2026 | $339.50 | +68.0% | $22,085 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.
Archer Daniels MidlandADM
Stock
Disclosed 30 days after the trade. ADM closed at $46.07 on Apr 15, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $32,501 sold |
|---|---|---|---|---|
| Day after the tradeApr 16, 2025 | $46.13 | +0.13% | $42 gain missed | |
| Day of disclosureMay 15, 2025 | $48.86 | +6.06% | $1,968 gain missed | |
| 30 days afterMay 15, 2025 | $48.86 | +6.06% | $1,968 gain missed | |
| 90 days afterJul 14, 2025 | $54.30 | +17.9% | $5,806 gain missed | |
| Latest closeOct 20, 2026 | $80.46 | +74.6% | $24,261 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.
CSX CorpCSX
Stock
Disclosed 30 days after the trade. CSX closed at $27.90 on Apr 15, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $32,501 sold |
|---|---|---|---|---|
| Day after the tradeApr 16, 2025 | $27.35 | −1.97% | $641 loss avoided | |
| Day of disclosureMay 15, 2025 | $31.30 | +12.2% | $3,961 gain missed | |
| 30 days afterMay 15, 2025 | $31.30 | +12.2% | $3,961 gain missed | |
| 90 days afterJul 14, 2025 | $33.98 | +21.8% | $7,083 gain missed | |
| Latest closeOct 20, 2026 | $48.08 | +72.3% | $23,508 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.
Constellation Brands IncSTZ
Stock
Disclosed 30 days after the trade. STZ closed at $183.86 on Apr 15, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $32,501 sold |
|---|---|---|---|---|
| Day after the tradeApr 16, 2025 | $183.03 | −0.45% | $147 loss avoided | |
| Day of disclosureMay 15, 2025 | $190.65 | +3.69% | $1,200 gain missed | |
| 30 days afterMay 15, 2025 | $190.65 | +3.69% | $1,200 gain missed | |
| 90 days afterJul 14, 2025 | $164.58 | −10.5% | $3,408 loss avoided | |
| Latest closeOct 20, 2026 | $132.74 | −27.8% | $9,037 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.
Duke Energy CorpDUK
Stock
Disclosed 30 days after the trade. DUK closed at $120.49 on Apr 15, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $32,501 sold |
|---|---|---|---|---|
| Day after the tradeApr 16, 2025 | $120.35 | −0.12% | $38 loss avoided | |
| Day of disclosureMay 15, 2025 | $115.94 | −3.78% | $1,227 loss avoided | |
| 30 days afterMay 15, 2025 | $115.94 | −3.78% | $1,227 loss avoided | |
| 90 days afterJul 14, 2025 | $117.93 | −2.12% | $691 loss avoided | |
| Latest closeOct 20, 2026 | $121.33 | +0.70% | $227 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.
Goldman Sachs GroupGS
Stock
Disclosed 30 days after the trade. GS closed at $507.89 on Apr 15, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $32,501 sold |
|---|---|---|---|---|
| Day after the tradeApr 16, 2025 | $499.05 | −1.74% | $566 loss avoided | |
| Day of disclosureMay 15, 2025 | $615.90 | +21.3% | $6,912 gain missed | |
| 30 days afterMay 15, 2025 | $615.90 | +21.3% | $6,912 gain missed | |
| 90 days afterJul 14, 2025 | $713.30 | +40.4% | $13,145 gain missed | |
| Latest closeOct 20, 2026 | $884.81 | +74.2% | $24,120 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.
Eli Lilly and CompanyLLY
Stock
Disclosed 30 days after the trade. LLY closed at $757.18 on Apr 15, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $32,501 sold |
|---|---|---|---|---|
| Day after the tradeApr 16, 2025 | $734.90 | −2.94% | $956 loss avoided | |
| Day of disclosureMay 15, 2025 | $733.29 | −3.16% | $1,025 loss avoided | |
| 30 days afterMay 15, 2025 | $733.29 | −3.16% | $1,025 loss avoided | |
| 90 days afterJul 14, 2025 | $799.34 | +5.57% | $1,810 gain missed | |
| Latest closeOct 20, 2026 | $1,283.66 | +69.5% | $22,598 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.
Mastercard IncMA
Stock
Disclosed 30 days after the trade. MA closed at $517.38 on Apr 15, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $32,501 sold |
|---|---|---|---|---|
| Day after the tradeApr 16, 2025 | $513.43 | −0.76% | $248 loss avoided | |
| Day of disclosureMay 15, 2025 | $582.20 | +12.5% | $4,072 gain missed | |
| 30 days afterMay 15, 2025 | $582.20 | +12.5% | $4,072 gain missed | |
| 90 days afterJul 14, 2025 | $553.02 | +6.89% | $2,239 gain missed | |
| Latest closeOct 20, 2026 | $620.42 | +19.9% | $6,473 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.
Microsoft CorpMSFT
Stock
Disclosed 30 days after the trade. MSFT closed at $385.73 on Apr 15, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $32,501 sold |
|---|---|---|---|---|
| Day after the tradeApr 16, 2025 | $371.61 | −3.66% | $1,190 loss avoided | |
| Day of disclosureMay 15, 2025 | $453.13 | +17.5% | $5,679 gain missed | |
| 30 days afterMay 15, 2025 | $453.13 | +17.5% | $5,679 gain missed | |
| 90 days afterJul 14, 2025 | $503.02 | +30.4% | $9,883 gain missed | |
| Latest closeOct 20, 2026 | $531.87 | +37.9% | $12,314 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.
Qualcomm Inc
Stock
No ticker reported
| Transaction date | Owner | Asset | Type | Amount (as reported) | Prices | |||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Apr 15, 2025Filed 30 days later | Member | Bristol-Myers Squibb CompanyBMYStock | Sale | $1,001 - $15,000 | ||||||||||||||||||||||||||
Disclosed 30 days after the trade. BMY closed at $50.00 on Apr 15, 2025; changes are measured from that close.
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. | ||||||||||||||||||||||||||||||
| Apr 15, 2025Filed 30 days later | Member | Paypal HoldingsPYPLStock | Sale | $15,001 - $50,000 | ||||||||||||||||||||||||||
Disclosed 30 days after the trade. PYPL closed at $62.00 on Apr 15, 2025; changes are measured from that close.
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. | ||||||||||||||||||||||||||||||
| Apr 15, 2025Filed 30 days later | Member | iShares Broad USD Investment Grade Corporate BondUSIGStock | Purchase | $50,001 - $100,000 | ||||||||||||||||||||||||||
Disclosed 30 days after the trade. USIG closed at $50.19 on Apr 15, 2025; changes are measured from that close.
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. | ||||||||||||||||||||||||||||||
| Apr 15, 2025Filed 30 days later | Joint | JP Morgan Chase & CompanyJPMStock | Sale | $15,001 - $50,000 | ||||||||||||||||||||||||||
Disclosed 30 days after the trade. JPM closed at $233.13 on Apr 15, 2025; changes are measured from that close.
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. | ||||||||||||||||||||||||||||||
| Apr 15, 2025Filed 30 days later | Joint | Alphabet Cl AGOOGLStock | Sale | $15,001 - $50,000 | ||||||||||||||||||||||||||
Disclosed 30 days after the trade. GOOGL closed at $156.31 on Apr 15, 2025; changes are measured from that close.
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. | ||||||||||||||||||||||||||||||
| Apr 15, 2025Filed 30 days later | Joint | Amgen IncAMGNStock | Sale | $15,001 - $50,000 | ||||||||||||||||||||||||||
Disclosed 30 days after the trade. AMGN closed at $295.30 on Apr 15, 2025; changes are measured from that close.
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. | ||||||||||||||||||||||||||||||
| Apr 15, 2025Filed 30 days later | Joint | Apple IncAAPLStock | Sale | $15,001 - $50,000 | ||||||||||||||||||||||||||
Disclosed 30 days after the trade. AAPL closed at $202.14 on Apr 15, 2025; changes are measured from that close.
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. | ||||||||||||||||||||||||||||||
| Apr 15, 2025Filed 30 days later | Joint | Archer Daniels MidlandADMStock | Sale | $15,001 - $50,000 | ||||||||||||||||||||||||||
Disclosed 30 days after the trade. ADM closed at $46.07 on Apr 15, 2025; changes are measured from that close.
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. | ||||||||||||||||||||||||||||||
| Apr 15, 2025Filed 30 days later | Joint | CSX CorpCSXStock | Sale | $15,001 - $50,000 | ||||||||||||||||||||||||||
Disclosed 30 days after the trade. CSX closed at $27.90 on Apr 15, 2025; changes are measured from that close.
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. | ||||||||||||||||||||||||||||||
| Apr 15, 2025Filed 30 days later | Joint | Constellation Brands IncSTZStock | Sale | $15,001 - $50,000 | ||||||||||||||||||||||||||
Disclosed 30 days after the trade. STZ closed at $183.86 on Apr 15, 2025; changes are measured from that close.
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. | ||||||||||||||||||||||||||||||
| Apr 15, 2025Filed 30 days later | Joint | Duke Energy CorpDUKStock | Sale | $15,001 - $50,000 | ||||||||||||||||||||||||||
Disclosed 30 days after the trade. DUK closed at $120.49 on Apr 15, 2025; changes are measured from that close.
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. | ||||||||||||||||||||||||||||||
| Apr 15, 2025Filed 30 days later | Joint | Goldman Sachs GroupGSStock | Sale | $15,001 - $50,000 | ||||||||||||||||||||||||||
Disclosed 30 days after the trade. GS closed at $507.89 on Apr 15, 2025; changes are measured from that close.
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. | ||||||||||||||||||||||||||||||
| Apr 15, 2025Filed 30 days later | Joint | Eli Lilly and CompanyLLYStock | Sale | $15,001 - $50,000 | ||||||||||||||||||||||||||
Disclosed 30 days after the trade. LLY closed at $757.18 on Apr 15, 2025; changes are measured from that close.
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. | ||||||||||||||||||||||||||||||
| Apr 15, 2025Filed 30 days later | Joint | Mastercard IncMAStock | Sale | $15,001 - $50,000 | ||||||||||||||||||||||||||
Disclosed 30 days after the trade. MA closed at $517.38 on Apr 15, 2025; changes are measured from that close.
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. | ||||||||||||||||||||||||||||||
| Apr 15, 2025Filed 30 days later | Joint | Microsoft CorpMSFTStock | Sale | $15,001 - $50,000 | ||||||||||||||||||||||||||
Disclosed 30 days after the trade. MSFT closed at $385.73 on Apr 15, 2025; changes are measured from that close.
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. | ||||||||||||||||||||||||||||||
| Apr 15, 2025Filed 30 days later | Joint | Qualcomm IncStock | Sale | $15,001 - $50,000 | No ticker reported | |||||||||||||||||||||||||
Texas Instruments Incorporated - Common StockTXN
Stock
Disclosed 35 days after the trade. TXN closed at $190.15 on Jan 10, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $32,501 sold |
|---|---|---|---|---|
| Day after the tradeJan 13, 2025 | $191.09 | +0.49% | $161 gain missed | |
| Day of disclosureFeb 14, 2025 | $183.03 | −3.74% | $1,217 loss avoided | |
| 30 days afterFeb 10, 2025 | $180.31 | −5.17% | $1,682 loss avoided | |
| 90 days afterApr 10, 2025 | $156.60 | −17.6% | $5,734 loss avoided | |
| Latest closeOct 20, 2026 | $277.78 | +46.1% | $14,978 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.
Diageo Plc ADRDEO
Stock
Disclosed 35 days after the trade. DEO closed at $118.23 on Jan 10, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $32,501 sold |
|---|---|---|---|---|
| Day after the tradeJan 13, 2025 | $116.67 | −1.32% | $429 loss avoided | |
| Day of disclosureFeb 14, 2025 | $107.53 | −9.05% | $2,941 loss avoided | |
| 30 days afterFeb 10, 2025 | $108.46 | −8.26% | $2,686 loss avoided | |
| 90 days afterApr 10, 2025 | $107.04 | −9.46% | $3,076 loss avoided | |
| Latest closeOct 20, 2026 | $93.41 | −21.0% | $6,823 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.
Microsoft CorpMSFT
Stock
Disclosed 35 days after the trade. MSFT closed at $418.95 on Jan 10, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $32,501 sold |
|---|---|---|---|---|
| Day after the tradeJan 13, 2025 | $417.19 | −0.42% | $137 loss avoided | |
| Day of disclosureFeb 14, 2025 | $408.43 | −2.51% | $816 loss avoided | |
| 30 days afterFeb 10, 2025 | $412.22 | −1.61% | $522 loss avoided | |
| 90 days afterApr 10, 2025 | $381.35 | −8.97% | $2,917 loss avoided | |
| Latest closeOct 20, 2026 | $531.87 | +27.0% | $8,760 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.
Apple IncAAPL
Stock
Disclosed 35 days after the trade. AAPL closed at $236.85 on Jan 10, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $32,501 sold |
|---|---|---|---|---|
| Day after the tradeJan 13, 2025 | $234.40 | −1.03% | $336 loss avoided | |
| Day of disclosureFeb 14, 2025 | $244.60 | +3.27% | $1,063 gain missed | |
| 30 days afterFeb 10, 2025 | $227.65 | −3.88% | $1,262 loss avoided | |
| 90 days afterApr 10, 2025 | $190.42 | −19.6% | $6,371 loss avoided | |
| Latest closeOct 20, 2026 | $339.50 | +43.3% | $14,086 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) | Prices | |||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Jan 10, 2025Filed 35 days later | Joint | Tractor Supply CompanyTSCOStock | Sale | $15,001 - $50,000 | ||||||||||||||||||||||||||
Disclosed 35 days after the trade. TSCO closed at $54.59 on Jan 10, 2025; changes are measured from that close.
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. | ||||||||||||||||||||||||||||||
| Jan 10, 2025Filed 35 days later | Joint | Carrier Global CorpCARRStock | Sale | $1,001 - $15,000 | ||||||||||||||||||||||||||
Disclosed 35 days after the trade. CARR closed at $66.51 on Jan 10, 2025; changes are measured from that close.
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. | ||||||||||||||||||||||||||||||
| Jan 10, 2025Filed 35 days later | Joint | Texas Instruments Incorporated - Common StockTXNStock | Sale | $15,001 - $50,000 | ||||||||||||||||||||||||||
Disclosed 35 days after the trade. TXN closed at $190.15 on Jan 10, 2025; changes are measured from that close.
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. | ||||||||||||||||||||||||||||||
| Jan 10, 2025Filed 35 days later | Joint | Diageo Plc ADRDEOStock | Sale | $15,001 - $50,000 | ||||||||||||||||||||||||||
Disclosed 35 days after the trade. DEO closed at $118.23 on Jan 10, 2025; changes are measured from that close.
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. | ||||||||||||||||||||||||||||||
| Jan 10, 2025Filed 35 days later | Joint | Microsoft CorpMSFTStock | Sale | $15,001 - $50,000 | ||||||||||||||||||||||||||
Disclosed 35 days after the trade. MSFT closed at $418.95 on Jan 10, 2025; changes are measured from that close.
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. | ||||||||||||||||||||||||||||||
| Jan 10, 2025Filed 35 days later | Joint | Apple IncAAPLStock | Sale | $15,001 - $50,000 | ||||||||||||||||||||||||||
Disclosed 35 days after the trade. AAPL closed at $236.85 on Jan 10, 2025; changes are measured from that close.
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. | ||||||||||||||||||||||||||||||