U.S. House · FL22

Lois Frankel

216

Trades

Purchases

156

Sales

Filings

Disclosed Transactions

Date	Type	Security	Owner	Amount
08/31/2023	Partial Sale	JCIMorgan Stanley IRA - X141 Johnson Controls International plc Ordinary ShareStock	Self	$1,001 - $15,000
05/31/2023	Partial Sale	BSXMorgan Stanley IRA - X142 Boston Scientific CorporationStock	Self	$1,001 - $15,000
05/31/2023	Purchase	CIMorgan Stanley IRA - X141 The Cigna GroupStock	Self	$1,001 - $15,000
01/31/2023	Purchase	LNTAlliant Energy CorporationStock	Self	$1,001 - $15,000
01/31/2023	Purchase	ADSKMorgan Stanley IRA - X142 Autodesk, Inc.Stock	Self	$1,001 - $15,000
01/31/2023	Sale	HASMorgan Stanley IRA - X142 Hasbro, Inc.Stock	Self	$1,001 - $15,000
01/31/2023	Sale	LSXMKMorgan Stanley IRA - X142 Liberty Media Corporation - Series C Liberty SiriusXMStock	Self	$1,001 - $15,000
08/30/2023	Purchase	ABBVMorgan Stanley IRA - X141 AbbVie Inc.Stock	Self	$1,001 - $15,000
08/30/2023	Partial Sale	JCIMorgan Stanley IRA - X141 Johnson Controls International plc Ordinary ShareStock	Self	$1,001 - $15,000
05/30/2023	Purchase	AREAlexandria Real Estate Equities, Inc.Stock	Self	$1,001 - $15,000
05/30/2023	Purchase	BSXMorgan Stanley IRA - X142 Boston Scientific CorporationStock	Self	$1,001 - $15,000
06/29/2023	Purchase	BIOBio-Rad Laboratories, Inc. Class AStock	Self	$1,001 - $15,000
03/29/2023	Purchase	AXPAmerican Express CompanyStock	Self	$1,001 - $15,000
03/29/2023	Partial Sale	BSXMorgan Stanley IRA - X142 Boston Scientific CorporationStock	Self	$1,001 - $15,000
06/28/2023	Purchase	BIOMorgan Stanley IRA - X142 Bio-Rad Laboratories, Inc. Class AStock	Self	$1,001 - $15,000
06/28/2023	Partial Sale	BWXTMorgan Stanley IRA - X142 BWX Technologies, Inc.Stock	Self	$1,001 - $15,000
06/28/2023	Purchase	DDMorgan Stanley IRA - X141 DuPont de Nemours, Inc.Stock	Self	$1,001 - $15,000
06/28/2023	Partial Sale	HUBBMorgan Stanley IRA - X141 Hubbell IncStock	Self	$1,001 - $15,000
06/28/2023	Partial Sale	MRKMorgan Stanley IRA - X141 Merck & Company, Inc. Common StockStock	Self	$1,001 - $15,000
06/28/2023	Purchase	NSCMorgan Stanley IRA - X141 Norfolk Southern CorporationStock	Self	$1,001 - $15,000
06/28/2023	Purchase	PFEMorgan Stanley IRA - X141 Pfizer, Inc.Stock	Self	$1,001 - $15,000
06/28/2023	Partial Sale	TMOMorgan Stanley IRA - X141 Thermo Fisher Scientific IncStock	Self	$1,001 - $15,000
06/28/2023	Partial Sale	WSOMorgan Stanley IRA - X142 Watsco, Inc.Stock	Self	$1,001 - $15,000
07/26/2023	Partial Sale	MSMorgan Stanley IRA - X141 Morgan StanleyStock	Self	$1,001 - $15,000
07/26/2023	Purchase	TGTMorgan Stanley IRA - X142 Target CorporationStock	Self	$1,001 - $15,000
05/26/2023	Purchase	WRBMorgan Stanley IRA - X141 W.R. Berkley CorporationStock	Self	$1,001 - $15,000
04/26/2023	Purchase	PNCMorgan Stanley IRA - X142 PNC Financial Services Group, Inc.Stock	Self	$1,001 - $15,000
04/26/2023	Partial Sale	PPGMorgan Stanley IRA - X141 PPG Industries, Inc.Stock	Self	$1,001 - $15,000
04/25/2023	Purchase	CRLMorgan Stanley IRA - X142 Charles River Laboratories International, Inc.Stock	Self	$1,001 - $15,000
05/24/2023	Purchase	GDMorgan Stanley IRA - X142 General Dynamics CorporationStock	Self	$1,001 - $15,000
05/24/2023	Partial Sale	JCIMorgan Stanley IRA - X142 Johnson Controls International plc Ordinary ShareStock	Self	$1,001 - $15,000
05/24/2023	Partial Sale	JCI2000107063 Johnson Controls International plc Ordinary ShareStock	Self	$1,001 - $15,000
04/24/2023	Partial Sale	HESHess CorporationStock	Self	$1,001 - $15,000
04/24/2023	Partial Sale	HSYMorgan Stanley IRA - X141 The Hershey CompanyStock	Self	$1,001 - $15,000
04/24/2023	Partial Sale	VNTMorgan Stanley IRA - X142 Vontier CorporationStock	Self	$1,001 - $15,000
02/23/2023	Purchase	TELMorgan Stanley IRA - X141 TE Connectivity Ltd. New Switzerland Registered SharesStock	Self	$1,001 - $15,000
05/22/2023	Purchase	NSAMorgan Stanley IRA - X141 National Storage Affiliates Trust Common Shares of Beneficial InterestStock	Self	$1,001 - $15,000
03/22/2023	Purchase	COPMorgan Stanley IRA - X141 ConocoPhillipsStock	Self	$1,001 - $15,000
03/22/2023	Partial Sale	ITWMorgan Stanley IRA - X142 Illinois Tool Works Inc.Stock	Self	$1,001 - $15,000
03/22/2023	Purchase	JPMMorgan Stanley IRA - X141 JP Morgan Chase & Co.Stock	Self	$1,001 - $15,000
03/22/2023	Partial Sale	PGRMorgan Stanley IRA - X141 Progressive CorporationStock	Self	$1,001 - $15,000
02/22/2023	Purchase	CCitigroup, Inc.Stock	Self	$1,001 - $15,000
02/22/2023	Partial Sale	NXPIMorgan Stanley IRA - X141 NXP Semiconductors N.V.Stock	Self	$1,001 - $15,000
02/22/2023	Partial Sale	PNCMorgan Stanley IRA - X141 PNC Financial Services Group, Inc.Stock	Self	$1,001 - $15,000
06/21/2023	Purchase	COPMorgan Stanley IRA - X142 ConocoPhillipsStock	Self	$1,001 - $15,000
06/21/2023	Partial Sale	ETNMorgan Stanley IRA - X141 Eaton Corporation, PLC Ordinary SharesStock	Self	$1,001 - $15,000
03/20/2023	Sale	BOHMorgan Stanley IRA - X141 Bank of Hawaii CorporationStock	Self	$1,001 - $15,000
03/20/2023	Partial Sale	HALMorgan Stanley IRA - X142 Halliburton CompanyStock	Self	$1,001 - $15,000
02/20/2023	Partial Sale	PPGMorgan Stanley IRA - X141 PPG Industries, Inc.Stock	Self	$1,001 - $15,000
02/20/2023	Purchase	SHWMorgan Stanley IRA - X141 Sherwin-Williams CompanyStock	Self	$1,001 - $15,000
05/19/2023	Purchase	NSAMorgan Stanley IRA - X142 National Storage Affiliates Trust Common Shares of Beneficial InterestStock	Self	$1,001 - $15,000
04/19/2023	Partial Sale	BSXBoston Scientific CorporationStock	Self	$1,001 - $15,000
04/19/2023	Partial Sale	EPAMMorgan Stanley IRA - X141 EPAM Systems, Inc.Stock	Self	$1,001 - $15,000
04/19/2023	Partial Sale	ITMorgan Stanley IRA - X142 Gartner, Inc.Stock	Self	$1,001 - $15,000
04/19/2023	Purchase	PNCMorgan Stanley IRA - X141 PNC Financial Services Group, Inc.Stock	Self	$1,001 - $15,000
04/19/2023	Partial Sale	PPGMorgan Stanley IRA - X141 PPG Industries, Inc.Stock	Self	$1,001 - $15,000
04/19/2023	Partial Sale	UIMorgan Stanley IRA - X142 Ubiquiti Inc.Stock	Self	$1,001 - $15,000
02/17/2023	Partial Sale	FLRMorgan Stanley IRA - X141 Fluor CorporationStock	Self	$1,001 - $15,000
02/17/2023	Purchase	IFFMorgan Stanley IRA - X142 International Flavors & Fragrances, Inc.Stock	Self	$1,001 - $15,000
02/17/2023	Purchase	LAMRMorgan Stanley IRA - X141 Lamar Advertising Company - Class AStock	Self	$1,001 - $15,000
05/16/2023	Purchase	AREMorgan Stanley IRA - X142 Alexandria Real Estate Equities, Inc.Stock	Self	$1,001 - $15,000
05/16/2023	Purchase	NSAMorgan Stanley IRA - X142 National Storage Affiliates Trust Common Shares of Beneficial InterestStock	Self	$1,001 - $15,000
03/16/2023	Sale	FRCMorgan Stanley IRA - X141 FIRST REPUBLIC BANKStock	Self	$1,001 - $15,000
03/16/2023	Partial Sale	FLRMorgan Stanley IRA - X142 Fluor CorporationStock	Self	$1,001 - $15,000
03/16/2023	Partial Sale	ULTAMorgan Stanley IRA - X141 Ulta Beauty, Inc.Stock	Self	$1,001 - $15,000
07/14/2023	Purchase	LKQMorgan Stanley IRA - X142 LKQ CorporationStock	Self	$1,001 - $15,000
07/14/2023	Purchase	WRBW.R. Berkley CorporationStock	Self	$1,001 - $15,000
06/14/2023	Partial Sale	JPMCommonwealth Allmerica Select Resources II JP Morgan Chase & Co.Stock	Self	$1,001 - $15,000
06/14/2023	Purchase	TGTMorgan Stanley IRA - X141 Target CorporationStock	Self	$1,001 - $15,000
07/13/2023	Purchase	DUKMorgan Stanley IRA - X141 Duke Energy CorporationStock	Self	$1,001 - $15,000
07/13/2023	Partial Sale	MARMorgan Stanley IRA - X142 Marriott International - Class AStock	Self	$1,001 - $15,000
07/12/2023	Partial Sale	NXPIMorgan Stanley IRA - X142 NXP Semiconductors N.V.Stock	Self	$1,001 - $15,000
07/12/2023	Purchase	PLDMorgan Stanley IRA - X141 ProLogis, Inc.Stock	Self	$1,001 - $15,000
01/11/2023	Purchase	ACNAccenture plc Class A Ordinary SharesStock	Self	$1,001 - $15,000
01/11/2023	Purchase	JCIMorgan Stanley IRA - X142 Johnson Controls International plc Ordinary ShareStock	Self	$1,001 - $15,000
01/11/2023	Purchase	SHWMorgan Stanley IRA - X141 Sherwin-Williams CompanyStock	Self	$1,001 - $15,000
08/10/2023	Partial Sale	JNJMorgan Stanley IRA - X142 Johnson & JohnsonStock	Self	$1,001 - $15,000
08/10/2023	Purchase	KVUEMorgan Stanley IRA - X141 Kenvue Inc.Stock	Self	$1,001 - $15,000
08/10/2023	Sale	WTWMorgan Stanley IRA - X141 Willis Towers Watson Public Limited Company - Ordinary SharesStock	Self	$1,001 - $15,000
08/09/2023	Sale	IFFMorgan Stanley IRA - X142 International Flavors & Fragrances, Inc.Stock	Self	$1,001 - $15,000
08/09/2023	Purchase	SHVMorgan Stanley IRA - X142 iShares Short Treasury Bond ETFStock	Self	$1,001 - $15,000
08/09/2023	Partial Sale	WTWMorgan Stanley IRA - X142 Willis Towers Watson Public Limited Company - Ordinary SharesStock	Self	$1,001 - $15,000
09/08/2023	Sale	AOSA.O. Smith CorporationStock	Self	$1,001 - $15,000
09/08/2023	Sale	ABBVMorgan Stanley IRA - X141 AbbVie Inc.Stock	Self	$1,001 - $15,000
09/08/2023	Sale	ACNMorgan Stanley IRA - X141 Accenture plc Class A Ordinary SharesStock	Self	$1,001 - $15,000
09/08/2023	Sale	AREMorgan Stanley IRA - X141 Alexandria Real Estate Equities, Inc.Stock	Self	$1,001 - $15,000
09/08/2023	Sale	LNTMorgan Stanley IRA - X142 Alliant Energy CorporationStock	Self	$1,001 - $15,000
09/08/2023	Sale	AXPMorgan Stanley IRA - X142 American Express CompanyStock	Self	$1,001 - $15,000
09/08/2023	Sale	COLDMorgan Stanley IRA - X141 Americold Realty Trust, Inc.Stock	Self	$1,001 - $15,000
09/08/2023	Sale	ADIMorgan Stanley IRA - X142 Analog Devices, Inc.Stock	Self	$1,001 - $15,000
09/08/2023	Sale	AONMorgan Stanley IRA - X142 Aon plc Class A Ordinary SharesStock	Self	$15,001 - $50,000
09/08/2023	Sale	ADSKMorgan Stanley IRA - X141 Autodesk, Inc.Stock	Self	$1,001 - $15,000
09/08/2023	Sale	AVYMorgan Stanley IRA - X142 Avery Dennison CorporationStock	Self	$1,001 - $15,000
09/08/2023	Sale	BIOMorgan Stanley IRA - X142 Bio-Rad Laboratories, Inc. Class AStock	Self	$1,001 - $15,000
09/08/2023	Sale	BAHMorgan Stanley IRA - X142 Booz Allen Hamilton Holding CorporationStock	Self	$1,001 - $15,000
09/08/2023	Sale	BSXMorgan Stanley IRA - X142 Boston Scientific CorporationStock	Self	$1,001 - $15,000
09/08/2023	Sale	BSXMorgan Stanley IRA - X142 Boston Scientific CorporationStock	Self	$1,001 - $15,000
09/08/2023	Sale	BRMorgan Stanley IRA - X141 Broadridge Financial Solutions, Inc.Stock	Self	$1,001 - $15,000
09/08/2023	Sale	BWXTMorgan Stanley IRA - X142 BWX Technologies, Inc.Stock	Self	$1,001 - $15,000
09/08/2023	Sale	CASYMorgan Stanley IRA - X142 Caseys General Stores, Inc.Stock	Self	$1,001 - $15,000
09/08/2023	Sale	CBOEMorgan Stanley IRA - X142 Cboe Global Markets, Inc.Stock	Self	$1,001 - $15,000
09/08/2023	Sale	CRLMorgan Stanley IRA - X142 Charles River Laboratories International, Inc.Stock	Self	$1,001 - $15,000
09/08/2023	Sale	CBMorgan Stanley IRA - X142 Chubb LimitedStock	Self	$1,001 - $15,000
09/08/2023	Sale	CMorgan Stanley IRA - X141 Citigroup, Inc.Stock	Self	$1,001 - $15,000
09/08/2023	Sale	CMCSAMorgan Stanley IRA - X141 Comcast Corporation - Class AStock	Self	$15,001 - $50,000
09/08/2023	Sale	COPConocoPhillipsStock	Self	$15,001 - $50,000
09/08/2023	Sale	DEOMorgan Stanley IRA - X141 Diageo plcStock	Self	$1,001 - $15,000
09/08/2023	Sale	FANGMorgan Stanley IRA - X141 Diamondback Energy, Inc.Stock	Self	$1,001 - $15,000
09/08/2023	Sale	DMorgan Stanley IRA - X142 Dominion Energy, Inc.Stock	Self	$1,001 - $15,000
09/08/2023	Sale	DORMMorgan Stanley IRA - X141 Dorman Products, Inc.Stock	Self	$1,001 - $15,000
09/08/2023	Sale	DUKMorgan Stanley IRA - X142 Duke Energy CorporationStock	Self	$1,001 - $15,000
09/08/2023	Sale	DDMorgan Stanley IRA - X141 DuPont de Nemours, Inc.Stock	Self	$1,001 - $15,000
09/08/2023	Sale	ETNMorgan Stanley IRA - X141 Eaton Corporation, PLC Ordinary SharesStock	Self	$1,001 - $15,000
09/08/2023	Sale	ETRMorgan Stanley IRA - X141 Entergy CorporationStock	Self	$1,001 - $15,000
09/08/2023	Sale	ESMorgan Stanley IRA - X142 Eversource EnergyStock	Self	$1,001 - $15,000
09/08/2023	Sale	EXPDMorgan Stanley IRA - X142 Expeditors International of Washington, Inc.Stock	Self	$1,001 - $15,000
09/08/2023	Sale	FAFMorgan Stanley IRA - X142 First American CorporationStock	Self	$1,001 - $15,000
09/08/2023	Sale	FLRMorgan Stanley IRA - X142 Fluor CorporationStock	Self	$1,001 - $15,000
09/08/2023	Sale	ITMorgan Stanley IRA - X142 Gartner, Inc.Stock	Self	$1,001 - $15,000
09/08/2023	Sale	GDMorgan Stanley IRA - X142 General Dynamics CorporationStock	Self	$1,001 - $15,000
09/08/2023	Sale	GLMorgan Stanley IRA - X141 Globe Life Inc.Stock	Self	$1,001 - $15,000
09/08/2023	Sale	HALMorgan Stanley IRA - X142 Halliburton CompanyStock	Self	$1,001 - $15,000
09/08/2023	Sale	HESMorgan Stanley IRA - X142 Hess CorporationStock	Self	$1,001 - $15,000
09/08/2023	Sale	HUBBMorgan Stanley IRA - X141 Hubbell IncStock	Self	$1,001 - $15,000
09/08/2023	Sale	ITWMorgan Stanley IRA - X142 Illinois Tool Works Inc.Stock	Self	$1,001 - $15,000
09/08/2023	Sale	JNJMorgan Stanley IRA - X141 Johnson & JohnsonStock	Self	$1,001 - $15,000
09/08/2023	Sale	JPMMorgan Stanley IRA - X141 JP Morgan Chase & Co.Stock	Self	$15,001 - $50,000
09/08/2023	Sale	KVUEMorgan Stanley IRA - X141 Kenvue Inc.Stock	Self	$1,001 - $15,000
09/08/2023	Sale	KKRMorgan Stanley IRA - X141 KKR & Co. Inc.Stock	Self	$1,001 - $15,000
09/08/2023	Sale	KLACMorgan Stanley IRA - X141 KLA CorporationStock	Self	$1,001 - $15,000
09/08/2023	Sale	LAMRMorgan Stanley IRA - X141 Lamar Advertising Company - Class AStock	Self	$1,001 - $15,000
09/08/2023	Sale	LBRDKMorgan Stanley IRA - X142 Liberty Broadband Corporation - Class CStock	Self	$1,001 - $15,000
09/08/2023	Sale	LKQMorgan Stanley IRA - X142 LKQ CorporationStock	Self	$1,001 - $15,000
09/08/2023	Sale	LOWMorgan Stanley IRA - X142 Lowe's Companies, Inc.Stock	Self	$1,001 - $15,000
09/08/2023	Sale	MTBMorgan Stanley IRA - X141 M&T Bank CorporationStock	Self	$1,001 - $15,000
09/08/2023	Sale	MKLMorgan Stanley IRA - X142 Markel Group Inc.Stock	Self	$1,001 - $15,000
09/08/2023	Sale	MARMorgan Stanley IRA - X142 Marriott International - Class AStock	Self	$1,001 - $15,000
09/08/2023	Sale	MMCMorgan Stanley IRA - X141 Marsh & McLennan Companies, Inc.Stock	Self	$1,001 - $15,000
09/08/2023	Sale	MCKMorgan Stanley IRA - X141 McKesson CorporationStock	Self	$1,001 - $15,000
09/08/2023	Sale	MCKMorgan Stanley IRA - X141 McKesson CorporationStock	Self	$1,001 - $15,000
09/08/2023	Sale	MRKMorgan Stanley IRA - X141 Merck & Company, Inc. Common StockStock	Self	$1,001 - $15,000
09/08/2023	Sale	MSMorgan Stanley IRA - X141 Morgan StanleyStock	Self	$1,001 - $15,000
09/08/2023	Sale	NDAQMorgan Stanley IRA - X141 Nasdaq, Inc.Stock	Self	$1,001 - $15,000
09/08/2023	Sale	NSAMorgan Stanley IRA - X141 National Storage Affiliates Trust Common Shares of Beneficial InterestStock	Self	$1,001 - $15,000
09/08/2023	Sale	NSRGYMorgan Stanley IRA - X142 Nestle SA Sponsored ADR representing Registered Shares Series BStock	Self	$1,001 - $15,000
09/08/2023	Sale	NSCMorgan Stanley IRA - X141 Norfolk Southern CorporationStock	Self	$1,001 - $15,000
09/08/2023	Sale	NOCMorgan Stanley IRA - X142 Northrop Grumman CorporationStock	Self	$1,001 - $15,000
09/08/2023	Sale	NXPIMorgan Stanley IRA - X141 NXP Semiconductors N.V.Stock	Self	$1,001 - $15,000
09/08/2023	Sale	PCARMorgan Stanley IRA - X141 PACCAR Inc.Stock	Self	$1,001 - $15,000
09/08/2023	Sale	PEPMorgan Stanley IRA - X141 Pepsico, Inc.Stock	Self	$1,001 - $15,000
09/08/2023	Sale	PFEMorgan Stanley IRA - X141 Pfizer, Inc.Stock	Self	$1,001 - $15,000
09/08/2023	Sale	PXDMorgan Stanley IRA - X141 Pioneer Natural Resources CompanyStock	Self	$1,001 - $15,000
09/08/2023	Sale	PNCMorgan Stanley IRA - X141 PNC Financial Services Group, Inc.Stock	Self	$1,001 - $15,000
09/08/2023	Sale	PORMorgan Stanley IRA - X141 Portland General Electric CoStock	Self	$1,001 - $15,000
09/08/2023	Sale	PGRProgressive CorporationStock	Self	$1,001 - $15,000
09/08/2023	Sale	PLDMorgan Stanley IRA - X141 ProLogis, Inc.Stock	Self	$15,001 - $50,000
09/08/2023	Sale	RGLDMorgan Stanley IRA - X141 Royal Gold, Inc.Stock	Self	$1,001 - $15,000
09/08/2023	Sale	SHWMorgan Stanley IRA - X142 Sherwin-Williams CompanyStock	Self	$1,001 - $15,000
09/08/2023	Sale	SOMorgan Stanley IRA - X141 Southern CompanyStock	Self	$1,001 - $15,000
09/08/2023	Sale	SSNCMorgan Stanley IRA - X141 SS&C Technologies Holdings, Inc.Stock	Self	$1,001 - $15,000
09/08/2023	Sale	SUIMorgan Stanley IRA - X142 Sun Communities, Inc.Stock	Self	$1,001 - $15,000
09/08/2023	Sale	TGTMorgan Stanley IRA - X142 Target CorporationStock	Self	$1,001 - $15,000
09/08/2023	Sale	TELMorgan Stanley IRA - X141 TE Connectivity Ltd. New Switzerland Registered SharesStock	Self	$1,001 - $15,000
09/08/2023	Sale	TXNMorgan Stanley IRA - X142 Texas Instruments IncorporatedStock	Self	$1,001 - $15,000
09/08/2023	Sale	CIMorgan Stanley IRA - X141 The Cigna GroupStock	Self	$15,001 - $50,000
09/08/2023	Sale	HSYMorgan Stanley IRA - X141 The Hershey CompanyStock	Self	$1,001 - $15,000
09/08/2023	Sale	TMOMorgan Stanley IRA - X142 Thermo Fisher Scientific IncStock	Self	$1,001 - $15,000
09/08/2023	Sale	TTMorgan Stanley IRA - X141 Trane Technologies plcStock	Self	$1,001 - $15,000
09/08/2023	Sale	ULTAMorgan Stanley IRA - X142 Ulta Beauty, Inc.Stock	Self	$1,001 - $15,000
09/08/2023	Sale	UNPMorgan Stanley IRA - X142 Union Pacific CorporationStock	Self	$1,001 - $15,000
09/08/2023	Sale	VNTMorgan Stanley IRA - X141 Vontier CorporationStock	Self	$1,001 - $15,000
09/08/2023	Sale	WRBMorgan Stanley IRA - X142 W.R. Berkley CorporationStock	Self	$1,001 - $15,000
09/08/2023	Sale	WATMorgan Stanley IRA - X142 Waters CorporationStock	Self	$1,001 - $15,000
09/08/2023	Sale	WSOMorgan Stanley IRA - X142 Watsco, Inc.Stock	Self	$1,001 - $15,000
09/08/2023	Sale	XELMorgan Stanley IRA - X142 Xcel Energy Inc.Stock	Self	$1,001 - $15,000
06/08/2023	Purchase	DMorgan Stanley IRA - X142 Dominion Energy, Inc.Stock	Self	$1,001 - $15,000
02/08/2023	Purchase	JNJMorgan Stanley IRA - X142 Johnson & JohnsonStock	Self	$1,001 - $15,000
09/07/2023	Purchase	PCARMorgan Stanley IRA - X141 PACCAR Inc.Stock	Self	$1,001 - $15,000
08/07/2023	Sale	NSPMorgan Stanley IRA - X142 Insperity, Inc.Stock	Self	$1,001 - $15,000
08/07/2023	Purchase	SHVMorgan Stanley IRA - X142 iShares Short Treasury Bond ETFStock	Self	$1,001 - $15,000
06/07/2023	Purchase	DDominion Energy, Inc.Stock	Self	$1,001 - $15,000
06/07/2023	Partial Sale	SHWSherwin-Williams CompanyStock	Self	$1,001 - $15,000
09/06/2023	Purchase	ABBVMorgan Stanley IRA - X142 AbbVie Inc.Stock	Self	$1,001 - $15,000
09/06/2023	Partial Sale	JCIMorgan Stanley IRA - X141 Johnson Controls International plc Ordinary ShareStock	Self	$1,001 - $15,000
09/06/2023	Partial Sale	MRKMorgan Stanley IRA - X142 Merck & Company, Inc. Common StockStock	Self	$1,001 - $15,000
09/06/2023	Purchase	PCARMorgan Stanley IRA - X141 PACCAR Inc.Stock	Self	$1,001 - $15,000
06/06/2023	Partial Sale	DGMorgan Stanley IRA - X141 Dollar General CorporationStock	Self	$1,001 - $15,000
04/05/2023	Purchase	CIMorgan Stanley IRA - X141 The Cigna GroupStock	Self	$1,001 - $15,000
01/05/2023	Purchase	DEOMorgan Stanley IRA - X141 Diageo plcStock	Self	$1,001 - $15,000
01/05/2023	Partial Sale	FLRMorgan Stanley IRA - X141 Fluor CorporationStock	Self	$1,001 - $15,000
01/05/2023	Sale	HPPMorgan Stanley IRA - X142 Hudson Pacific Properties, Inc.Stock	Self	$1,001 - $15,000
08/04/2023	Partial Sale	FLRFluor CorporationStock	Self	$1,001 - $15,000
08/04/2023	Partial Sale	NSPMorgan Stanley IRA - X142 Insperity, Inc.Stock	Self	$1,001 - $15,000
08/04/2023	Partial Sale	LBRDKMorgan Stanley IRA - X141 Liberty Broadband Corporation - Class CStock	Self	$1,001 - $15,000
08/04/2023	Sale	SEDGSolarEdge Technologies, Inc.Stock	Self	$1,001 - $15,000
01/04/2023	Purchase	DEOMorgan Stanley IRA - X141 Diageo plcStock	Self	$1,001 - $15,000
08/03/2023	Purchase	KVUEMorgan Stanley IRA - X141 Kenvue Inc.Stock	Self	$1,001 - $15,000
08/03/2023	Purchase	PLDMorgan Stanley IRA - X141 ProLogis, Inc.Stock	Self	$1,001 - $15,000
05/03/2023	Partial Sale	CMCSAMorgan Stanley IRA - X142 Comcast Corporation - Class AStock	Self	$1,001 - $15,000
05/03/2023	Purchase	PLDMorgan Stanley IRA - X141 ProLogis, Inc.Stock	Self	$1,001 - $15,000
05/03/2023	Sale	UIMorgan Stanley IRA - X142 Ubiquiti Inc.Stock	Self	$1,001 - $15,000
08/02/2023	Purchase	KVUEMorgan Stanley IRA - X141 Kenvue Inc.Stock	Self	$1,001 - $15,000
08/02/2023	Partial Sale	MRKMorgan Stanley IRA - X142 Merck & Company, Inc. Common StockStock	Self	$1,001 - $15,000
08/02/2023	Purchase	PLDMorgan Stanley IRA - X141 ProLogis, Inc.Stock	Self	$1,001 - $15,000
08/02/2023	Partial Sale	TXNMorgan Stanley IRA - X141 Texas Instruments IncorporatedStock	Self	$1,001 - $15,000
06/02/2023	Purchase	ESMorgan Stanley IRA - X141 Eversource EnergyStock	Self	$1,001 - $15,000
06/02/2023	Partial Sale	GLMorgan Stanley IRA - X141 Globe Life Inc.Stock	Self	$1,001 - $15,000
03/02/2023	Purchase	JPMMorgan Stanley IRA - X141 JP Morgan Chase & Co.Stock	Self	$1,001 - $15,000
02/02/2023	Sale	BLKMorgan Stanley IRA - X142 BlackRock, Inc.Stock	Self	$1,001 - $15,000
09/01/2023	Sale	DGMorgan Stanley IRA - X142 Dollar General CorporationStock	Self	$1,001 - $15,000
05/01/2023	Partial Sale	BSXMorgan Stanley IRA - X141 Boston Scientific CorporationStock	Self	$1,001 - $15,000
05/01/2023	Purchase	WRBW.R. Berkley CorporationStock	Self	$1,001 - $15,000
03/01/2023	Purchase	CMorgan Stanley IRA - X141 Citigroup, Inc.Stock	Self	$1,001 - $15,000
03/01/2023	Partial Sale	PNCMorgan Stanley IRA - X141 PNC Financial Services Group, Inc.Stock	Self	$1,001 - $15,000
02/01/2023	Partial Sale	BLKMorgan Stanley IRA - X141 BlackRock, Inc.Stock	Self	$1,001 - $15,000
02/01/2023	Purchase	PFEMorgan Stanley IRA - X142 Pfizer, Inc.Stock	Self	$1,001 - $15,000

Public STOCK Act disclosure data from the U.S. House Clerk. Amounts are disclosed as ranges. Informational only — not investment advice.