Congressional Trades
U.S. House · FL23

Jared Moskowitz

457

Trades

292

Purchases

165

Sales

21

Filings

Disclosed Transactions

DateTypeSecurityOwnerAmount
03/31/2026Purchase
AXPMorgan Stanley Active Assets (1) American Express Company Common StockStock
Self$1,001 - $15,000
03/31/2026Purchase
ASMLMorgan Stanley Active Assets (1) ASML Holding N.V. - New York Registry SharesStock
Self$1,001 - $15,000
03/31/2026Purchase
AVGOMorgan Stanley Active Assets (1) Broadcom Inc. - Common StockStock
Self$1,001 - $15,000
03/31/2026Partial Sale
CATCaterpillar, Inc. Common StockStock
Self$1,001 - $15,000
03/31/2026Purchase
CORMorgan Stanley Active Assets (1) Cencora, Inc. Common StockStock
Self$1,001 - $15,000
03/31/2026Purchase
CBMorgan Stanley Active Assets (1) Chubb Limited Common StockStock
Self$1,001 - $15,000
03/31/2026Partial Sale
CMIMorgan Stanley Active Assets (1) Cummins Inc. Common StockStock
Self$1,001 - $15,000
03/31/2026Purchase
GEMorgan Stanley Active Assets (1) GE Aerospace Common StockStock
Self$1,001 - $15,000
03/31/2026Purchase
GDGeneral Dynamics Corporation Common StockStock
Self$1,001 - $15,000
03/31/2026Purchase
HDMorgan Stanley Active Assets (1) Home Depot, Inc.Stock
Self$1,001 - $15,000
03/31/2026Purchase
MCDMorgan Stanley Active Assets (1) McDonald's Corporation Common StockStock
Self$1,001 - $15,000
03/31/2026Purchase
PANWMorgan Stanley Active Assets (1) Palo Alto Networks, Inc.Stock
Self$1,001 - $15,000
03/31/2026Sale
QCOMMorgan Stanley Active Assets (1) QUALCOMM Incorporated - Common StockStock
Self$15,001 - $50,000
02/27/2026Sale
ROPRoper Technologies, Inc.Stock
Dependent child$1,001 - $15,000
02/27/2026Sale
ROPRoper Technologies, Inc.Stock
Dependent child$1,001 - $15,000
02/27/2026Sale
ROPMorgan Stanley Active Assets (6) Roper Technologies, Inc.Stock
Self$1,001 - $15,000
03/23/2026Sale
ACNAccenture plc Class A Ordinary SharesStock
Dependent child$1,001 - $15,000
03/23/2026Sale
ACNAccenture plc Class A Ordinary SharesStock
Dependent child$1,001 - $15,000
03/23/2026Sale
ACNMorgan Stanley Active Assets (6) Accenture plc Class A Ordinary SharesStock
Self$1,001 - $15,000
03/23/2026Purchase
ASMLASML Holding N.V. - New York Registry SharesStock
Dependent child$1,001 - $15,000
03/23/2026Purchase
ASMLASML Holding N.V. - New York Registry SharesStock
Dependent child$1,001 - $15,000
03/23/2026Purchase
ASMLMorgan Stanley Active Assets (6) ASML Holding N.V. - New York Registry SharesStock
Self$1,001 - $15,000
03/23/2026Sale
ADPAutomatic Data Processing, Inc. - Common StockStock
Dependent child$1,001 - $15,000
03/23/2026Sale
ADPAutomatic Data Processing, Inc. - Common StockStock
Dependent child$1,001 - $15,000
03/23/2026Sale
ADPMorgan Stanley Active Assets (6) Automatic Data Processing, Inc. - Common StockStock
Self$1,001 - $15,000
03/23/2026Sale
BROBrown & Brown, Inc. Common StockStock
Dependent child$1,001 - $15,000
03/23/2026Sale
BROBrown & Brown, Inc. Common StockStock
Dependent child$1,001 - $15,000
03/23/2026Sale
BROMorgan Stanley Active Assets (6) Brown & Brown, Inc. Common StockStock
Self$1,001 - $15,000
03/23/2026Purchase
CORCencora, Inc. Common StockStock
Dependent child$1,001 - $15,000
03/23/2026Purchase
CORMorgan Stanley Active Assets (5) Cencora, Inc. Common StockStock
Self$1,001 - $15,000
03/23/2026Purchase
GEGE Aerospace Common StockStock
Dependent child$1,001 - $15,000
03/23/2026Purchase
GEMorgan Stanley Active Assets (5) GE Aerospace Common StockStock
Self$1,001 - $15,000
03/23/2026Purchase
GDGeneral Dynamics Corporation Common StockStock
Dependent child$1,001 - $15,000
03/23/2026Purchase
GDMorgan Stanley Active Assets (5) General Dynamics Corporation Common StockStock
Self$1,001 - $15,000
03/23/2026Purchase
MNSTMonster Beverage Corporation - Common StockStock
Dependent child$1,001 - $15,000
03/23/2026Purchase
MNSTMorgan Stanley Active Assets (5) Monster Beverage Corporation - Common StockStock
Self$1,001 - $15,000
03/23/2026Purchase
MSIMotorola Solutions, Inc. Common StockStock
Dependent child$1,001 - $15,000
03/23/2026Purchase
MSIMorgan Stanley Active Assets (5) Motorola Solutions, Inc. Common StockStock
Self$1,001 - $15,000
03/23/2026Sale
ORCLOracle Corporation Common StockStock
Dependent child$1,001 - $15,000
03/23/2026Sale
ORCLOracle Corporation Common StockStock
Dependent child$1,001 - $15,000
03/23/2026Sale
ORCLMorgan Stanley Active Assets (6) Oracle Corporation Common StockStock
Self$15,001 - $50,000
03/23/2026Purchase
PANWPalo Alto Networks, Inc.Stock
Dependent child$1,001 - $15,000
03/23/2026Purchase
PANWMorgan Stanley Active Assets (5) Palo Alto Networks, Inc.Stock
Self$1,001 - $15,000
03/23/2026Purchase
PHParker-Hannifin Corporation Common StockStock
Dependent child$1,001 - $15,000
03/23/2026Purchase
PHMorgan Stanley Active Assets (5) Parker-Hannifin Corporation Common StockStock
Self$1,001 - $15,000
03/23/2026Sale
CIThe Cigna Group Common StockStock
Dependent child$1,001 - $15,000
03/23/2026Sale
CIMorgan Stanley Active Assets (5) The Cigna Group Common StockStock
Self$1,001 - $15,000
03/23/2026Purchase
TJXMorgan Stanley Active Assets (1) TJX Companies, Inc.Stock
Self$1,001 - $15,000
03/23/2026Sale
TSCOTractor Supply Company - Common StockStock
Dependent child$1,001 - $15,000
03/23/2026Sale
TSCOTractor Supply Company - Common StockStock
Dependent child$1,001 - $15,000
03/23/2026Sale
TSCOMorgan Stanley Active Assets (6) Tractor Supply Company - Common StockStock
Self$15,001 - $50,000
06/18/2026Purchase
AMATApplied Materials, Inc. - Common StockStock
Dependent child$1,001 - $15,000
06/18/2026Purchase
AMATApplied Materials, Inc. - Common StockStock
Dependent child$1,001 - $15,000
06/18/2026Purchase
AMATMorgan Stanley Active Assets (6) Applied Materials, Inc. - Common StockStock
Self$1,001 - $15,000
06/17/2026Purchase
HCAHCA Healthcare, Inc. Common StockStock
Dependent child$1,001 - $15,000
06/17/2026Purchase
HCAMorgan Stanley Active Assets (5) HCA Healthcare, Inc. Common StockStock
Self$1,001 - $15,000
06/17/2026Purchase
HDMorgan Stanley Active Assets (1) Home Depot, Inc.Stock
Self$1,001 - $15,000
06/17/2026Purchase
METAMeta Platforms, Inc. - Class A Common StockStock
Dependent child$1,001 - $15,000
06/17/2026Purchase
METAMorgan Stanley Active Assets (5) Meta Platforms, Inc. - Class A Common StockStock
Self$1,001 - $15,000
06/17/2026Purchase
MSFTMicrosoft Corporation - Common StockStock
Dependent child$1,001 - $15,000
06/17/2026Purchase
MSFTMorgan Stanley Active Assets (5) Microsoft Corporation - Common StockStock
Self$1,001 - $15,000
06/17/2026Purchase
MNSTMonster Beverage Corporation - Common StockStock
Dependent child$1,001 - $15,000
06/17/2026Purchase
MNSTMorgan Stanley Active Assets (5) Monster Beverage Corporation - Common StockStock
Self$1,001 - $15,000
06/17/2026Sale
SPGIS&P Global Inc. Common StockStock
Dependent child$1,001 - $15,000
06/17/2026Sale
SPGIS&P Global Inc. Common StockStock
Dependent child$1,001 - $15,000
06/17/2026Sale
SPGIMorgan Stanley Active Assets (6) S&P Global Inc. Common StockStock
Self$1,001 - $15,000
07/13/2026Purchase
AMATApplied Materials, Inc. - Common StockStock
Self$1,001 - $15,000
07/13/2026Sale
STEMorgan Stanley Active Assets (1) STERIS plcStock
Self$1,001 - $15,000
07/13/2026Partial Sale
GWWMorgan Stanley Active Assets (1) W.W. Grainger, Inc. Common StockStock
Self$1,001 - $15,000
06/12/2026Purchase
SPCXSpace Exploration Technologies Corp. - Class A Common StockStock
Self$1,001 - $15,000
05/06/2026Sale
CORCencora, Inc. Common StockStock
Dependent child$1,001 - $15,000
05/06/2026Sale
CORMorgan Stanley Active Assets (5) Cencora, Inc. Common StockStock
Self$1,001 - $15,000
05/06/2026Purchase
GILDGilead Sciences, Inc. - Common StockStock
Dependent child$1,001 - $15,000
05/06/2026Purchase
GILDMorgan Stanley Active Assets (5) Gilead Sciences, Inc. - Common StockStock
Self$1,001 - $15,000
04/16/2025Purchase
AMGNAmgen Inc. - Common StockStock
Dependent child$1,001 - $15,000
04/16/2025Purchase
AMGNMorgan Stanley Active Assets (5) Amgen Inc. - Common StockStock
Self$1,001 - $15,000
04/16/2025Purchase
NVDANVIDIA Corporation - Common StockStock
Dependent child$1,001 - $15,000
04/16/2025Purchase
NVDAMorgan Stanley Active Assets (5) NVIDIA Corporation - Common StockStock
Self$1,001 - $15,000
05/15/2025Purchase
HCAHCA Healthcare, Inc. Common StockStock
Self$1,001 - $15,000
05/15/2025Purchase
HCAHCA Healthcare, Inc. Common StockStock
Dependent child$1,001 - $15,000
05/15/2025Purchase
CIThe Cigna Group Common StockStock
Dependent child$1,001 - $15,000
05/15/2025Purchase
CIMorgan Stanley Active Assets (5) The Cigna Group Common StockStock
Self$1,001 - $15,000
05/15/2025Sale
UNHUnitedHealth Group Incorporated Common StockStock
Dependent child$1,001 - $15,000
05/15/2025Sale
UNHUnitedHealth Group Incorporated Common StockStock
Dependent child$1,001 - $15,000
05/15/2025Sale
UNHUnitedHealth Group Incorporated Common StockStock
Self$1,001 - $15,000
01/15/2025Sale
ABTAbbott Laboratories Common StockStock
Self$1,001 - $15,000
01/15/2025Sale
ABTAbbott Laboratories Common StockStock
Dependent child$1,001 - $15,000
01/15/2025Sale
ABTAbbott Laboratories Common StockStock
Dependent child$1,001 - $15,000
01/15/2025Purchase
ABBVAbbVie Inc. Common StockStock
Dependent child$1,001 - $15,000
01/15/2025Purchase
ABBVMorgan Stanley Active Assets (5) AbbVie Inc. Common StockStock
Self$1,001 - $15,000
01/15/2025Sale
CNICanadian National Railway Company Common StockStock
Dependent child$1,001 - $15,000
01/15/2025Sale
CNICanadian National Railway Company Common StockStock
Dependent child$1,001 - $15,000
01/15/2025Sale
CNIMorgan Stanley Active Assets (6) Canadian National Railway Company Common StockStock
Self$1,001 - $15,000
01/15/2025Purchase
GSMorgan Stanley Active Assets (1) Goldman Sachs Group, Inc.Stock
Self$1,001 - $15,000
01/15/2025Purchase
GSGoldman Sachs Group, Inc.Stock
Dependent child$1,001 - $15,000
01/15/2025Purchase
GSGoldman Sachs Group, Inc.Stock
Dependent child$1,001 - $15,000
01/15/2025Purchase
MCKMorgan Stanley Active Assets (6) McKesson Corporation Common StockStock
Self$1,001 - $15,000
01/15/2025Purchase
MCKMcKesson Corporation Common StockStock
Dependent child$1,001 - $15,000
01/15/2025Sale
MRKMerck & Company, Inc. Common StockStock
Dependent child$1,001 - $15,000
01/15/2025Sale
MRKMerck & Company, Inc. Common StockStock
Dependent child$1,001 - $15,000
01/15/2025Purchase
SYKStryker Corporation Common StockStock
Dependent child$1,001 - $15,000
01/15/2025Purchase
SYKStryker Corporation Common StockStock
Dependent child$1,001 - $15,000
02/13/2025Sale
WSTWest Pharmaceutical Services, Inc. Common StockStock
Dependent child$1,001 - $15,000
03/11/2025Sale
AVGOMorgan Stanley Active Assets (6) Broadcom Inc. - Common StockStock
Self$15,001 - $50,000
03/11/2025Purchase
NVDANVIDIA Corporation - Common StockStock
Self$1,001 - $15,000
10/10/2025Purchase
AXPAmerican Express Company Common StockStock
Dependent child$1,001 - $15,000
10/10/2025Purchase
AXPAmerican Express Company Common StockStock
Dependent child$1,001 - $15,000
10/10/2025Purchase
AXPMorgan Stanley Active Assets (5) American Express Company Common StockStock
Self$15,001 - $50,000
10/10/2025Purchase
AVGOBroadcom Inc. - Common StockStock
Dependent child$1,001 - $15,000
10/10/2025Purchase
AVGOBroadcom Inc. - Common StockStock
Dependent child$1,001 - $15,000
10/10/2025Purchase
AVGOMorgan Stanley Active Assets (5) Broadcom Inc. - Common StockStock
Self$15,001 - $50,000
10/10/2025Sale
CARRCarrier Global Corporation Common StockStock
Dependent child$1,001 - $15,000
10/10/2025Sale
CARRCarrier Global Corporation Common StockStock
Dependent child$1,001 - $15,000
10/10/2025Sale
CARRMorgan Stanley Active Assets (5) Carrier Global Corporation Common StockStock
Self$1,001 - $15,000
10/10/2025Purchase
CSCOCisco Systems, Inc. - Common StockStock
Dependent child$1,001 - $15,000
10/10/2025Purchase
CSCOCisco Systems, Inc. - Common StockStock
Dependent child$1,001 - $15,000
10/10/2025Purchase
CSCOMorgan Stanley Active Assets (5) Cisco Systems, Inc. - Common StockStock
Self$15,001 - $50,000
10/10/2025Purchase
DELLDell Technologies Inc. Class C Common StockStock
Dependent child$1,001 - $15,000
10/10/2025Purchase
DELLDell Technologies Inc. Class C Common StockStock
Dependent child$1,001 - $15,000
10/10/2025Purchase
DELLMorgan Stanley Active Assets (5) Dell Technologies Inc. Class C Common StockStock
Self$15,001 - $50,000
10/10/2025Purchase
GSGoldman Sachs Group, Inc.Stock
Dependent child$1,001 - $15,000
10/10/2025Purchase
GSGoldman Sachs Group, Inc.Stock
Dependent child$1,001 - $15,000
10/10/2025Purchase
GSMorgan Stanley Active Assets (5) Goldman Sachs Group, Inc.Stock
Self$15,001 - $50,000
10/10/2025Partial Sale
JNJJohnson & Johnson Common StockStock
Dependent child$1,001 - $15,000
10/10/2025Partial Sale
JNJJohnson & Johnson Common StockStock
Dependent child$1,001 - $15,000
10/10/2025Purchase
MCKMcKesson Corporation Common StockStock
Dependent child$1,001 - $15,000
10/10/2025Sale
SHWSherwin-Williams CompanyStock
Dependent child$1,001 - $15,000
10/10/2025Sale
SHWMorgan Stanley Active Assets (5) Sherwin-Williams CompanyStock
Self$15,001 - $50,000
10/10/2025Sale
SHWSherwin-Williams CompanyStock
Dependent child$1,001 - $15,000
10/10/2025Purchase
TSMMorgan Stanley Active Assets (5) Taiwan Semiconductor Manufacturing Company Ltd.Stock
Self$1,001 - $15,000
10/10/2025Purchase
TSMTaiwan Semiconductor Manufacturing Company Ltd.Stock
Dependent child$1,001 - $15,000
10/10/2025Sale
TXNTexas Instruments Incorporated - Common StockStock
Dependent child$1,001 - $15,000
10/10/2025Sale
TXNMorgan Stanley Active Assets (5) Texas Instruments Incorporated - Common StockStock
Self$15,001 - $50,000
10/10/2025Sale
TXNTexas Instruments Incorporated - Common StockStock
Dependent child$1,001 - $15,000
04/10/2025Sale
GSGoldman Sachs Group, Inc.Stock
Dependent child$1,001 - $15,000
04/10/2025Sale
GSGoldman Sachs Group, Inc.Stock
Dependent child$1,001 - $15,000
04/10/2025Sale
GSMorgan Stanley Active Assets (6) Goldman Sachs Group, Inc.Stock
Self$15,001 - $50,000
04/10/2025Sale
SBUXStarbucks Corporation - Common StockStock
Dependent child$1,001 - $15,000
04/10/2025Sale
SBUXStarbucks Corporation - Common StockStock
Dependent child$1,001 - $15,000
04/10/2025Sale
SBUXMorgan Stanley Active Assets (6) Starbucks Corporation - Common StockStock
Self$1,001 - $15,000
03/10/2025Sale
AVGOBroadcom Inc. - Common StockStock
Dependent child$1,001 - $15,000
03/10/2025Sale
AVGOBroadcom Inc. - Common StockStock
Dependent child$1,001 - $15,000
03/10/2025Sale
ELVElevance Health, Inc. Common StockStock
Dependent child$1,001 - $15,000
03/10/2025Sale
ELVElevance Health, Inc. Common StockStock
Dependent child$1,001 - $15,000
03/10/2025Sale
ELVMorgan Stanley Active Assets (6) Elevance Health, Inc. Common StockStock
Self$1,001 - $15,000
03/10/2025Purchase
NVDANVIDIA Corporation - Common StockStock
Dependent child$1,001 - $15,000
03/10/2025Purchase
NVDANVIDIA Corporation - Common StockStock
Dependent child$1,001 - $15,000
03/10/2025Purchase
NVDAMorgan Stanley Active Assets (6) NVIDIA Corporation - Common StockStock
Self$1,001 - $15,000
03/10/2025Purchase
GLDWSPDR Long Dollar Gold TrustETF
Dependent child$1,001 - $15,000
03/10/2025Purchase
GLDWSPDR Long Dollar Gold TrustETF
Dependent child$1,001 - $15,000
03/10/2025Purchase
GLDWMorgan Stanley Active Assets (6) SPDR Long Dollar Gold TrustETF
Self$1,001 - $15,000
03/10/2025Purchase
TJXTJX Companies, Inc.Stock
Dependent child$1,001 - $15,000
03/10/2025Purchase
TJXTJX Companies, Inc.Stock
Dependent child$1,001 - $15,000
03/10/2025Purchase
TJXMorgan Stanley Active Assets (6) TJX Companies, Inc.Stock
Self$1,001 - $15,000
04/07/2025Purchase
ABBVAbbVie Inc. Common StockStock
Self$1,001 - $15,000
04/07/2025Purchase
ACNMorgan Stanley Active Assets (1) Accenture plc Class A Ordinary SharesStock
Self$1,001 - $15,000
04/07/2025Purchase
AMZNMorgan Stanley Active Assets (1) Amazon.com, Inc. - Common StockStock
Self$1,001 - $15,000
04/07/2025Purchase
ADIMorgan Stanley Active Assets (1) Analog Devices, Inc. - Common StockStock
Self$1,001 - $15,000
04/07/2025Purchase
CARRCarrier Global Corporation Common StockStock
Self$1,001 - $15,000
04/07/2025Purchase
CATMorgan Stanley Active Assets (1) Caterpillar, Inc. Common StockStock
Self$1,001 - $15,000
04/07/2025Purchase
GSMorgan Stanley Active Assets (1) Goldman Sachs Group, Inc.Stock
Self$1,001 - $15,000
04/07/2025Purchase
HONMorgan Stanley Active Assets (1) Honeywell International Inc.Stock
Self$1,001 - $15,000
04/07/2025Purchase
ITWMorgan Stanley Active Assets (1) Illinois Tool Works Inc. Common StockStock
Self$1,001 - $15,000
04/07/2025Sale
LECOMorgan Stanley Active Assets (1) Lincoln Electric Holdings, Inc. - Common SharesStock
Self$1,001 - $15,000
04/07/2025Purchase
LMTMorgan Stanley Active Assets (1) Lockheed Martin Corporation Common StockStock
Self$1,001 - $15,000
04/07/2025Sale
NEEMorgan Stanley Active Assets (1) NextEra Energy, Inc. Common StockStock
Self$1,001 - $15,000
04/07/2025Purchase
NVDAMorgan Stanley Active Assets (1) NVIDIA Corporation - Common StockStock
Self$1,001 - $15,000
04/07/2025Purchase
ORCLMorgan Stanley Active Assets (1) Oracle Corporation Common StockStock
Self$1,001 - $15,000
04/07/2025Purchase
PEPMorgan Stanley Active Assets (1) Pepsico, Inc.Stock
Self$1,001 - $15,000
04/07/2025Purchase
QCOMMorgan Stanley Active Assets (1) QUALCOMM Incorporated - Common StockStock
Self$1,001 - $15,000
04/07/2025Purchase
RPMMorgan Stanley Active Assets (1) RPM International Inc. Common StockStock
Self$1,001 - $15,000
04/07/2025Purchase
SHWMorgan Stanley Active Assets (1) Sherwin-Williams CompanyStock
Self$1,001 - $15,000
04/07/2025Purchase
SOMorgan Stanley Active Assets (1) Southern CompanyStock
Self$1,001 - $15,000
04/07/2025Purchase
SYKMorgan Stanley Active Assets (1) Stryker Corporation Common StockStock
Self$1,001 - $15,000
04/07/2025Purchase
TXNMorgan Stanley Active Assets (1) Texas Instruments Incorporated - Common StockStock
Self$1,001 - $15,000
04/07/2025Purchase
TJXMorgan Stanley Active Assets (1) TJX Companies, Inc.Stock
Self$1,001 - $15,000
04/07/2025Purchase
TSCOMorgan Stanley Active Assets (1) Tractor Supply Company - Common StockStock
Self$1,001 - $15,000
04/07/2025Purchase
VMorgan Stanley Active Assets (1) Visa Inc.Stock
Self$1,001 - $15,000
12/02/2025Purchase
ATOAtmos Energy Corporation Common StockStock
Self$1,001 - $15,000
12/02/2025Purchase
MCKMcKesson Corporation Common StockStock
Dependent child$1,001 - $15,000
12/02/2025Purchase
MCKMorgan Stanley Active Assets (5) McKesson Corporation Common StockStock
Self$1,001 - $15,000
12/02/2025Sale
PEPPepsico, Inc.Stock
Dependent child$1,001 - $15,000
12/02/2025Sale
PEPPepsico, Inc.Stock
Dependent child$1,001 - $15,000
12/02/2025Sale
PEPMorgan Stanley Active Assets (5) Pepsico, Inc.Stock
Self$15,001 - $50,000
12/02/2025Purchase
PEGPublic Service Enterprise Group Incorporated Common StockStock
Self$1,001 - $15,000
12/02/2025Purchase
SOMorgan Stanley Active Assets (1) Southern CompanyStock
Self$1,001 - $15,000
07/17/2024Sale
CMCSAComcast Corporation - Class A Common StockStock
Dependent child$1,001 - $15,000
02/13/2024Sale
ABTThe transactions disclosed on this report all occurred in an account directed by an independent financial manager. Due to an administrative error, the report preparer did not have viewing access to this account online and did not receive transaction notifications during the covered period. The issue was discovered while preparing the CY 2023 financial disclosure report and was promptly rectified. Safeguards have since been implemented to ensure all future transactions are timely reported. Abbott Laboratories Common StockStock
Self$1,001 - $15,000
02/13/2024Purchase
GOOGMorgan Stanley Active Assets (1) Alphabet Inc. - Class C Capital StockStock
Self$1,001 - $15,000
02/13/2024Purchase
AAPLMorgan Stanley Active Assets (1) Apple Inc. - Common StockStock
Self$1,001 - $15,000
02/13/2024Purchase
ELVMorgan Stanley Active Assets (1) Elevance Health, Inc. Common StockStock
Self$1,001 - $15,000
02/13/2024Purchase
LMTMorgan Stanley Active Assets (1) Lockheed Martin Corporation Common StockStock
Self$1,001 - $15,000
02/13/2024Partial Sale
NEEMorgan Stanley Active Assets (1) NextEra Energy, Inc. Common StockStock
Self$1,001 - $15,000
02/13/2024Purchase
RPMMorgan Stanley Active Assets (1) RPM International Inc. Common StockStock
Self$1,001 - $15,000
02/13/2024Purchase
SPGIMorgan Stanley Active Assets (1) S&P Global Inc. Common StockStock
Self$1,001 - $15,000
02/13/2024Sale
SOMorgan Stanley Active Assets (1) Southern CompanyStock
Self$1,001 - $15,000
02/13/2024Purchase
TMUSMorgan Stanley Active Assets (1) T-Mobile US, Inc.Stock
Self$1,001 - $15,000
02/13/2024Purchase
UNHMorgan Stanley Active Assets (1) UnitedHealth Group Incorporated Common StockStock
Self$1,001 - $15,000
11/08/2024Sale
AOSA.O. Smith Corporation Common StockStock
Self$1,001 - $15,000
11/08/2024Purchase
ACNMorgan Stanley Active Assets (1) Accenture plc Class A Ordinary SharesStock
Self$1,001 - $15,000
11/08/2024Purchase
GOOGAlphabet Inc. - Class C Capital StockStock
Dependent child$1,001 - $15,000
11/08/2024Purchase
AMZNMorgan Stanley Active Assets (5) Amazon.com, Inc. - Common StockStock
Self$1,001 - $15,000
11/08/2024Purchase
AMZNAmazon.com, Inc. - Common StockStock
Dependent child$1,001 - $15,000
11/08/2024Purchase
AMZNAmazon.com, Inc. - Common StockStock
Dependent child$1,001 - $15,000
11/08/2024Purchase
ADIAnalog Devices, Inc. - Common StockStock
Self$1,001 - $15,000
11/08/2024Purchase
ATOAtmos Energy Corporation Common StockStock
Dependent child$1,001 - $15,000
11/08/2024Purchase
BRK.BBerkshire Hathaway Inc. New Common StockStock
Dependent child$1,001 - $15,000
11/08/2024Purchase
AVGOBroadcom Inc. - Common StockStock
Dependent child$1,001 - $15,000
11/08/2024Purchase
AVGOBroadcom Inc. - Common StockStock
Dependent child$1,001 - $15,000
11/08/2024Sale
CVXMorgan Stanley Active Assets (5) Chevron Corporation Common StockStock
Self$1,001 - $15,000
11/08/2024Purchase
CMICummins Inc. Common StockStock
Dependent child$1,001 - $15,000
11/08/2024Purchase
CMICummins Inc. Common StockStock
Dependent child$1,001 - $15,000
11/08/2024Purchase
ELVElevance Health, Inc. Common StockStock
Dependent child$1,001 - $15,000
11/08/2024Sale
XOMExxon Mobil Corporation Common StockStock
Self$1,001 - $15,000
11/08/2024Purchase
HDMorgan Stanley Active Assets (1) Home Depot, Inc.Stock
Self$1,001 - $15,000
11/08/2024Purchase
JNJJohnson & Johnson Common StockStock
Dependent child$1,001 - $15,000
11/08/2024Purchase
JPMJP Morgan Chase & Co. Common StockStock
Dependent child$1,001 - $15,000
11/08/2024Purchase
LINLinde plc - Ordinary SharesStock
Dependent child$1,001 - $15,000
11/08/2024Purchase
LINLinde plc - Ordinary SharesStock
Dependent child$1,001 - $15,000
11/08/2024Purchase
LMTLockheed Martin Corporation Common StockStock
Dependent child$1,001 - $15,000
11/08/2024Purchase
MCDMorgan Stanley Active Assets (5) McDonald's Corporation Common StockStock
Self$1,001 - $15,000
11/08/2024Purchase
MRKMerck & Company, Inc. Common StockStock
Dependent child$1,001 - $15,000
11/08/2024Purchase
METAMeta Platforms, Inc. - Class A Common StockStock
Dependent child$1,001 - $15,000
11/08/2024Purchase
NVDANVIDIA Corporation - Common StockStock
Dependent child$1,001 - $15,000
11/08/2024Purchase
ORCLMorgan Stanley Active Assets (5) Oracle Corporation Common StockStock
Self$1,001 - $15,000
11/08/2024Purchase
PEPPepsico, Inc.Stock
Dependent child$1,001 - $15,000
11/08/2024Purchase
PEPPepsico, Inc.Stock
Dependent child$1,001 - $15,000
11/08/2024Purchase
QCOMMorgan Stanley Active Assets (5) QUALCOMM Incorporated - Common StockStock
Self$1,001 - $15,000
11/08/2024Sale
SBCFSeacoast Banking Corporation of Florida - Common StockStock
Dependent child$15,001 - $50,000
11/08/2024Sale
SBCFSeacoast Banking Corporation of Florida - Common StockStock
Dependent child$50,001 - $100,000
11/08/2024Purchase
SHWMorgan Stanley Active Assets (5) Sherwin-Williams CompanyStock
Self$1,001 - $15,000
11/08/2024Purchase
SHWSherwin-Williams CompanyStock
Dependent child$1,001 - $15,000
11/08/2024Purchase
TXNMorgan Stanley Active Assets (5) Texas Instruments Incorporated - Common StockStock
Self$1,001 - $15,000
11/08/2024Purchase
XLEMorgan Stanley Active Assets (1) The Energy Select Sector SPDR FundOT
Self$15,001 - $50,000
11/08/2024Purchase
TMUST-Mobile US, Inc.Stock
Dependent child$1,001 - $15,000
11/08/2024Purchase
TSCOTractor Supply Company - Common StockStock
Dependent child$1,001 - $15,000
11/08/2024Purchase
TSCOTractor Supply Company - Common StockStock
Dependent child$1,001 - $15,000
11/08/2024Sale
WSTMorgan Stanley Active Assets (5) West Pharmaceutical Services, Inc. Common StockStock
Self$1,001 - $15,000
07/05/2024Sale
ALLAllstate CorporationStock
Dependent child$1,001 - $15,000
07/05/2024Sale
ALLAllstate CorporationStock
Dependent child$1,001 - $15,000
07/05/2024Purchase
AMZNAmazon.com, Inc. - Common StockStock
Dependent child$1,001 - $15,000
07/05/2024Purchase
AMZNAmazon.com, Inc. - Common StockStock
Dependent child$1,001 - $15,000
07/05/2024Purchase
ATOAtmos Energy Corporation Common StockStock
Dependent child$1,001 - $15,000
07/05/2024Purchase
BRK.BBerkshire Hathaway Inc. New Common StockStock
Dependent child$1,001 - $15,000
07/05/2024Purchase
BRK.BBerkshire Hathaway Inc. New Common StockStock
Dependent child$1,001 - $15,000
07/05/2024Purchase
AVGOBroadcom Inc. - Common StockStock
Dependent child$1,001 - $15,000
07/05/2024Purchase
AVGOBroadcom Inc. - Common StockStock
Dependent child$1,001 - $15,000
07/05/2024Sale
CMCSAComcast Corporation - Class A Common StockStock
Dependent child$1,001 - $15,000
07/05/2024Purchase
ELVElevance Health, Inc. Common StockStock
Dependent child$1,001 - $15,000
07/05/2024Sale
FDSFactSet Research Systems Inc. Common StockStock
Dependent child$1,001 - $15,000
07/05/2024Sale
FDSFactSet Research Systems Inc. Common StockStock
Dependent child$1,001 - $15,000
07/05/2024Purchase
JPMJP Morgan Chase & Co. Common StockStock
Dependent child$1,001 - $15,000
07/05/2024Purchase
LINLinde plc - Ordinary SharesStock
Dependent child$1,001 - $15,000
07/05/2024Purchase
LINLinde plc - Ordinary SharesStock
Dependent child$1,001 - $15,000
07/05/2024Partial Sale
MAMastercard Incorporated Common StockStock
Dependent child$1,001 - $15,000
07/05/2024Sale
MAMastercard Incorporated Common StockStock
Dependent child$1,001 - $15,000
07/05/2024Sale
MDLZMondelez International, Inc. - Class A Common StockStock
Dependent child$1,001 - $15,000
07/05/2024Sale
NOCNorthrop Grumman Corporation Common StockStock
Dependent child$1,001 - $15,000
07/05/2024Purchase
NVDANVIDIA Corporation - Common StockStock
Dependent child$1,001 - $15,000
07/05/2024Purchase
NVDANVIDIA Corporation - Common StockStock
Dependent child$1,001 - $15,000
07/05/2024Purchase
ORCLOracle Corporation Common StockStock
Dependent child$1,001 - $15,000
07/05/2024Sale
PNCPNC Financial Services Group, Inc.Stock
Dependent child$1,001 - $15,000
07/05/2024Purchase
ROPRoper Technologies, Inc.Stock
Dependent child$1,001 - $15,000
07/05/2024Purchase
SHWSherwin-Williams CompanyStock
Dependent child$1,001 - $15,000
07/05/2024Purchase
SOSouthern CompanyStock
Dependent child$1,001 - $15,000
07/05/2024Purchase
SOSouthern CompanyStock
Dependent child$1,001 - $15,000
07/05/2024Sale
TDToronto Dominion BankStock
Dependent child$1,001 - $15,000
07/05/2024Purchase
GWWW.W. Grainger, Inc. Common StockStock
Dependent child$1,001 - $15,000
07/05/2024Partial Sale
WMWaste Management, Inc. Common StockStock
Dependent child$1,001 - $15,000
07/05/2024Sale
WECWEC Energy Group, Inc. Common StockStock
Dependent child$1,001 - $15,000
07/05/2024Sale
ZTSZoetis Inc. Class A Common StockStock
Dependent child$1,001 - $15,000
07/05/2024Sale
ZTSZoetis Inc. Class A Common StockStock
Dependent child$1,001 - $15,000
07/05/2024Purchase
ABTAbbott Laboratories Common StockStock
Self$1,001 - $15,000
07/05/2024Sale
ALLMorgan Stanley Active Assets (1) Allstate CorporationStock
Self$1,001 - $15,000
07/05/2024Purchase
AMZNMorgan Stanley Active Assets (1) Amazon.com, Inc. - Common StockStock
Self$1,001 - $15,000
07/05/2024Purchase
AMZNMorgan Stanley Active Assets (1) Amazon.com, Inc. - Common StockStock
Self$1,001 - $15,000
07/05/2024Purchase
AVGOMorgan Stanley Active Assets (1) Broadcom Inc. - Common StockStock
Self$1,001 - $15,000
07/05/2024Purchase
CBMorgan Stanley Active Assets (1) Chubb Limited Common StockStock
Self$1,001 - $15,000
07/05/2024Sale
CMCSAComcast Corporation - Class A Common StockStock
Self$1,001 - $15,000
07/05/2024Sale
FDSMorgan Stanley Active Assets (1) FactSet Research Systems Inc. Common StockStock
Self$1,001 - $15,000
07/05/2024Purchase
JPMMorgan Stanley Active Assets (1) JP Morgan Chase & Co. Common StockStock
Self$1,001 - $15,000
07/05/2024Sale
LOWMorgan Stanley Active Assets (1) Lowe's Companies, Inc. Common StockStock
Self$1,001 - $15,000
07/05/2024Sale
MAMorgan Stanley Active Assets (1) Mastercard Incorporated Common StockStock
Self$1,001 - $15,000
07/05/2024Sale
MDLZMorgan Stanley Active Assets (1) Mondelez International, Inc. - Class A Common StockStock
Self$1,001 - $15,000
07/05/2024Sale
NOCMorgan Stanley Active Assets (1) Northrop Grumman Corporation Common StockStock
Self$1,001 - $15,000
07/05/2024Purchase
ORCLMorgan Stanley Active Assets (1) Oracle Corporation Common StockStock
Self$1,001 - $15,000
07/05/2024Sale
PNCMorgan Stanley Active Assets (1) PNC Financial Services Group, Inc.Stock
Self$1,001 - $15,000
07/05/2024Purchase
SHWSherwin-Williams CompanyStock
Self$1,001 - $15,000
07/05/2024Purchase
SHWMorgan Stanley Active Assets (1) Sherwin-Williams CompanyStock
Self$1,001 - $15,000
07/05/2024Sale
SNAMorgan Stanley Active Assets (1) Snap-On Incorporated Common StockStock
Self$1,001 - $15,000
07/05/2024Purchase
SOMorgan Stanley Active Assets (1) Southern CompanyStock
Self$1,001 - $15,000
07/05/2024Sale
TDMorgan Stanley Active Assets (1) Toronto Dominion BankStock
Self$1,001 - $15,000
07/05/2024Purchase
WMMorgan Stanley Active Assets (1) Waste Management, Inc. Common StockStock
Self$1,001 - $15,000
07/05/2024Sale
WECMorgan Stanley Active Assets (1) WEC Energy Group, Inc. Common StockStock
Self$1,001 - $15,000
07/05/2024Sale
ZTSMorgan Stanley Active Assets (1) Zoetis Inc. Class A Common StockStock
Self$1,001 - $15,000
07/01/2024Purchase
GOOGAlphabet Inc. - Class C Capital StockStock
Dependent child$1,001 - $15,000
07/01/2024Sale
BBYBest Buy Co., Inc. Common StockStock
Dependent child$1,001 - $15,000
07/01/2024Purchase
ELVElevance Health, Inc. Common StockStock
Dependent child$1,001 - $15,000
07/01/2024Purchase
FDSFactSet Research Systems Inc. Common StockStock
Dependent child$1,001 - $15,000
07/01/2024Purchase
JNJJohnson & Johnson Common StockStock
Dependent child$1,001 - $15,000
07/01/2024Purchase
JPMJP Morgan Chase & Co. Common StockStock
Dependent child$1,001 - $15,000
07/01/2024Purchase
LMTLockheed Martin Corporation Common StockStock
Dependent child$1,001 - $15,000
07/01/2024Purchase
MDLZMondelez International, Inc. - Class A Common StockStock
Dependent child$1,001 - $15,000
07/01/2024Purchase
NEENextEra Energy, Inc. Common StockStock
Dependent child$1,001 - $15,000
07/01/2024Sale
NOCNorthrop Grumman Corporation Common StockStock
Dependent child$1,001 - $15,000
07/01/2024Sale
PNCPNC Financial Services Group, Inc.Stock
Dependent child$1,001 - $15,000
07/01/2024Purchase
SNASnap-On Incorporated Common StockStock
Dependent child$1,001 - $15,000
07/01/2024Sale
TDToronto Dominion BankStock
Dependent child$1,001 - $15,000
07/01/2024Purchase
TSCOTractor Supply Company - Common StockStock
Dependent child$1,001 - $15,000
07/01/2024Sale
WECWEC Energy Group, Inc. Common StockStock
Dependent child$1,001 - $15,000
02/01/2024Sale
APDAir Products and Chemicals, Inc. Common StockStock
Dependent child$1,001 - $15,000
02/01/2024Sale
APDAir Products and Chemicals, Inc. Common StockStock
Dependent child$1,001 - $15,000
02/01/2024Purchase
ELVElevance Health, Inc. Common StockStock
Dependent child$1,001 - $15,000
02/01/2024Purchase
FDSFactSet Research Systems Inc. Common StockStock
Dependent child$1,001 - $15,000
02/01/2024Purchase
FDSFactSet Research Systems Inc. Common StockStock
Dependent child$1,001 - $15,000
02/01/2024Sale
KMBKimberly-Clark Corporation Common StockStock
Dependent child$1,001 - $15,000
02/01/2024Sale
KMBKimberly-Clark Corporation Common StockStock
Dependent child$1,001 - $15,000
02/01/2024Sale
NKENike, Inc. Common StockStock
Dependent child$1,001 - $15,000
02/01/2024Sale
NKENike, Inc. Common StockStock
Dependent child$1,001 - $15,000
02/01/2024Purchase
SNASnap-On Incorporated Common StockStock
Dependent child$1,001 - $15,000
02/01/2024Sale
APDMorgan Stanley Active Assets (1) Air Products and Chemicals, Inc. Common StockStock
Self$1,001 - $15,000
02/01/2024Purchase
ELVMorgan Stanley Active Assets (1) Elevance Health, Inc. Common StockStock
Self$1,001 - $15,000
02/01/2024Purchase
FDSMorgan Stanley Active Assets (1) FactSet Research Systems Inc. Common StockStock
Self$1,001 - $15,000
02/01/2024Sale
KMBMorgan Stanley Active Assets (1) Kimberly-Clark Corporation Common StockStock
Self$1,001 - $15,000
02/01/2024Purchase
MDLZMorgan Stanley Active Assets (1) Mondelez International, Inc. - Class A Common StockStock
Self$1,001 - $15,000
02/01/2024Sale
NKEMorgan Stanley Active Assets (1) Nike, Inc. Common StockStock
Self$1,001 - $15,000
02/01/2024Purchase
SNAMorgan Stanley Active Assets (1) Snap-On Incorporated Common StockStock
Self$1,001 - $15,000
12/28/2023Purchase
GOOGAlphabet Inc. - Class C Capital StockStock
Dependent child$1,001 - $15,000
12/28/2023Purchase
GOOGAlphabet Inc. - Class C Capital StockStock
Dependent child$1,001 - $15,000
12/28/2023Purchase
ADIAnalog Devices, Inc.Stock
Dependent child$1,001 - $15,000
12/28/2023Sale
BBYBest Buy Co., Inc.Stock
Dependent child$1,001 - $15,000
12/28/2023Sale
DGDollar General CorporationStock
Dependent child$1,001 - $15,000
12/28/2023Sale
DGDollar General CorporationStock
Dependent child$1,001 - $15,000
12/28/2023Purchase
LLYEli Lilly and CompanyStock
Dependent child$1,001 - $15,000
12/28/2023Purchase
LLYEli Lilly and CompanyStock
Dependent child$1,001 - $15,000
12/28/2023Sale
HRLHormel Foods CorporationStock
Dependent child$1,001 - $15,000
12/28/2023Sale
HRLHormel Foods CorporationStock
Dependent child$1,001 - $15,000
12/28/2023Sale
JKHYJack Henry & Associates, Inc.Stock
Dependent child$1,001 - $15,000
12/28/2023Sale
JKHYJack Henry & Associates, Inc.Stock
Dependent child$1,001 - $15,000
12/28/2023Sale
MDTMedtronic plc. Ordinary SharesStock
Dependent child$1,001 - $15,000
12/28/2023Sale
MDTMedtronic plc. Ordinary SharesStock
Dependent child$1,001 - $15,000
12/28/2023Purchase
MRKMerck & Company, Inc. Common StockStock
Dependent child$1,001 - $15,000
12/28/2023Purchase
MRKMerck & Company, Inc. Common StockStock
Dependent child$1,001 - $15,000
12/28/2023Purchase
METAMeta Platforms, Inc. - Class AStock
Dependent child$1,001 - $15,000
12/28/2023Purchase
METAMeta Platforms, Inc. - Class AStock
Dependent child$1,001 - $15,000
12/28/2023Sale
PFEPfizer, Inc.Stock
Dependent child$1,001 - $15,000
12/28/2023Sale
PFEPfizer, Inc.Stock
Dependent child$1,001 - $15,000
12/28/2023Purchase
ROPRoper Technologies, Inc.Stock
Dependent child$1,001 - $15,000
12/28/2023Purchase
ROPRoper Technologies, Inc.Stock
Dependent child$1,001 - $15,000
12/28/2023Sale
SHWSherwin-Williams CompanyStock
Dependent child$1,001 - $15,000
12/28/2023Partial Sale
SHWSherwin-Williams CompanyStock
Dependent child$1,001 - $15,000
12/28/2023Sale
SYYSysco CorporationStock
Dependent child$1,001 - $15,000
12/28/2023Sale
SYYSysco CorporationStock
Dependent child$1,001 - $15,000
12/28/2023Purchase
TMUST-Mobile US, Inc.Stock
Dependent child$1,001 - $15,000
12/28/2023Purchase
TMUST-Mobile US, Inc.Stock
Dependent child$1,001 - $15,000
12/28/2023Purchase
TSCOTractor Supply CompanyStock
Dependent child$1,001 - $15,000
12/28/2023Sale
DISWalt Disney CompanyStock
Dependent child$1,001 - $15,000
12/28/2023Sale
DISWalt Disney CompanyStock
Dependent child$1,001 - $15,000
12/28/2023Purchase
WSTWest Pharmaceutical Services, Inc.Stock
Dependent child$1,001 - $15,000
12/28/2023Purchase
BROMorgan Stanley Active Assets (1) Brown & Brown, Inc. Common StockStock
Self$1,001 - $15,000
12/28/2023Sale
CATCaterpillar, Inc. Common StockStock
Self$1,001 - $15,000
12/28/2023Purchase
COSTMorgan Stanley Active Assets (1) Costco Wholesale Corporation - Common StockStock
Self$1,001 - $15,000
12/28/2023Purchase
LLYEli Lilly and Company Common StockStock
Self$1,001 - $15,000
12/28/2023Sale
HRLMorgan Stanley Active Assets (1) Hormel Foods Corporation Common StockStock
Self$1,001 - $15,000
12/28/2023Sale
JKHYMorgan Stanley Active Assets (1) Jack Henry & Associates, Inc. - Common StockStock
Self$1,001 - $15,000
12/28/2023Purchase
MCDMorgan Stanley Active Assets (1) McDonald's Corporation Common StockStock
Self$1,001 - $15,000
12/28/2023Sale
MDTMorgan Stanley Active Assets (1) Medtronic plc. Ordinary SharesStock
Self$1,001 - $15,000
12/28/2023Purchase
TMUSMorgan Stanley Active Assets (1) T-Mobile US, Inc.Stock
Self$1,001 - $15,000
12/28/2023Purchase
WSTMorgan Stanley Active Assets (1) West Pharmaceutical Services, Inc. Common StockStock
Self$1,001 - $15,000
12/28/2023Purchase
ZTSMorgan Stanley Active Assets (1) Zoetis Inc. Class A Common StockStock
Self$1,001 - $15,000
09/27/2023Purchase
CMICummins Inc.Stock
Dependent child$1,001 - $15,000
09/27/2023Purchase
CMICummins Inc.Stock
Dependent child$1,001 - $15,000
09/27/2023Sale
TGTTarget CorporationStock
Dependent child$1,001 - $15,000
09/27/2023Sale
TGTTarget CorporationStock
Dependent child$1,001 - $15,000
09/27/2023Purchase
CMIMorgan Stanley Active Assets (1) Cummins Inc. Common StockStock
Self$1,001 - $15,000
09/27/2023Sale
RTXMorgan Stanley Active Assets (1) RTX Corporation Common StockStock
Self$1,001 - $15,000
09/27/2023Sale
TGTMorgan Stanley Active Assets (1) Target Corporation Common StockStock
Self$1,001 - $15,000
03/27/2023Purchase
ADIAnalog Devices, Inc.Stock
Dependent child$1,001 - $15,000
03/27/2023Purchase
ADIMorgan Stanley Active Assets (6) Analog Devices, Inc.Stock
Self$1,001 - $15,000
03/27/2023Purchase
ADIAnalog Devices, Inc.Stock
Dependent child$1,001 - $15,000
12/26/2023Purchase
TMUSMorgan Stanley Active Assets (1) T-Mobile US, Inc.Stock
Self$1,001 - $15,000
02/24/2023Sale
BBYBest Buy Co., Inc.Stock
Self$1,001 - $15,000
02/24/2023Purchase
MRKMorgan Stanley Active Assets (6) Merck & Company, Inc. Common StockStock
Self$1,001 - $15,000
02/24/2023Purchase
NEEMorgan Stanley Active Assets (1) NextEra Energy, Inc.Stock
Self$1,001 - $15,000
02/24/2023Purchase
PEPMorgan Stanley Active Assets (1) Pepsico, Inc.Stock
Self$1,001 - $15,000
02/24/2023Partial Sale
PFEMorgan Stanley Active Assets (1) Pfizer, Inc.Stock
Self$1,001 - $15,000
02/24/2023Purchase
PEGPublic Service Enterprise Group IncorporatedStock
Self$1,001 - $15,000
02/24/2023Purchase
SPGIMorgan Stanley Active Assets (1) S&P Global Inc.Stock
Self$1,001 - $15,000
02/21/2023Purchase
BROBrown & Brown, Inc.Stock
Dependent child$1,001 - $15,000
02/21/2023Purchase
CBChubb LimitedStock
Dependent child$1,001 - $15,000
02/21/2023Purchase
COSTCostco Wholesale CorporationStock
Dependent child$1,001 - $15,000
02/21/2023Purchase
DGDollar General CorporationStock
Dependent child$1,001 - $15,000
02/21/2023Purchase
HRLHormel Foods CorporationStock
Dependent child$1,001 - $15,000
02/21/2023Purchase
ITWIllinois Tool Works Inc.Stock
Dependent child$1,001 - $15,000
02/21/2023Purchase
PNCPNC Financial Services Group, Inc.Stock
Dependent child$1,001 - $15,000
02/21/2023Purchase
PNCPNC Financial Services Group, Inc.Stock
Dependent child$1,001 - $15,000
02/21/2023Purchase
SPGIS&P Global Inc.Stock
Dependent child$1,001 - $15,000
12/14/2023Partial Sale
SBCFSeacoast Banking Corporation of FloridaStock
Dependent child$15,001 - $50,000
12/14/2023Partial Sale
SBCFSeacoast Banking Corporation of FloridaStock
Dependent child$15,001 - $50,000
07/14/2023Purchase
AOSA.O. Smith Corporation Common StockStock
Self$1,001 - $15,000
07/14/2023Purchase
ACNMorgan Stanley Active Assets (1) Accenture plc Class A Ordinary SharesStock
Self$1,001 - $15,000
07/14/2023Purchase
GOOGAlphabet Inc. - Class C Capital StockStock
Self$1,001 - $15,000
07/14/2023Purchase
AMGNMorgan Stanley Active Assets (1) Amgen Inc. - Common StockStock
Self$1,001 - $15,000
07/14/2023Purchase
ADIMorgan Stanley Active Assets (1) Analog Devices, Inc. - Common StockStock
Self$1,001 - $15,000
07/14/2023Purchase
ADPMorgan Stanley Active Assets (1) Automatic Data Processing, Inc. - Common StockStock
Self$1,001 - $15,000
07/14/2023Purchase
BRK.BMorgan Stanley Active Assets (1) Berkshire Hathaway Inc. New Common StockStock
Self$1,001 - $15,000
07/14/2023Purchase
CVXMorgan Stanley Active Assets (1) Chevron Corporation Common StockStock
Self$1,001 - $15,000
07/14/2023Sale
CMorgan Stanley Active Assets (1) Citigroup, Inc. Common StockStock
Self$15,001 - $50,000
07/14/2023Purchase
COSTMorgan Stanley Active Assets (1) Costco Wholesale Corporation - Common StockStock
Self$1,001 - $15,000
07/14/2023Sale
DGMorgan Stanley Active Assets (1) Dollar General Corporation Common StockStock
Self$1,001 - $15,000
07/14/2023Purchase
XOMMorgan Stanley Active Assets (1) Exxon Mobil Corporation Common StockStock
Self$1,001 - $15,000
07/14/2023Purchase
HDMorgan Stanley Active Assets (1) Home Depot, Inc.Stock
Self$1,001 - $15,000
07/14/2023Purchase
HRLMorgan Stanley Active Assets (1) Hormel Foods Corporation Common StockStock
Self$1,001 - $15,000
07/14/2023Sale
INTCMorgan Stanley Active Assets (1) Intel Corporation - Common StockStock
Self$15,001 - $50,000
07/14/2023Purchase
LOWMorgan Stanley Active Assets (1) Lowe's Companies, Inc. Common StockStock
Self$1,001 - $15,000
07/14/2023Purchase
MAMorgan Stanley Active Assets (1) Mastercard Incorporated Common StockStock
Self$1,001 - $15,000
07/14/2023Purchase
MCDMorgan Stanley Active Assets (1) McDonald's Corporation Common StockStock
Self$1,001 - $15,000
07/14/2023Purchase
MRKMorgan Stanley Active Assets (1) Merck & Company, Inc. Common StockStock
Self$1,001 - $15,000
07/14/2023Purchase
MSFTMorgan Stanley Active Assets (1) Microsoft Corporation - Common StockStock
Self$1,001 - $15,000
07/14/2023Purchase
NEEMorgan Stanley Active Assets (1) NextEra Energy, Inc. Common StockStock
Self$1,001 - $15,000
07/14/2023Purchase
PEPMorgan Stanley Active Assets (1) Pepsico, Inc.Stock
Self$1,001 - $15,000
07/14/2023Purchase
PGMorgan Stanley Active Assets (1) Procter & Gamble CompanyStock
Self$1,001 - $15,000
07/14/2023Purchase
PEGMorgan Stanley Active Assets (1) Public Service Enterprise Group Incorporated Common StockStock
Self$1,001 - $15,000
07/14/2023Sale
RJFMorgan Stanley Active Assets (1) Raymond James Financial, Inc. Common StockStock
Self$100,001 - $250,000
07/14/2023Purchase
ROPMorgan Stanley Active Assets (1) Roper Technologies, Inc.Stock
Self$1,001 - $15,000
07/14/2023Purchase
SPGIMorgan Stanley Active Assets (1) S&P Global Inc. Common StockStock
Self$1,001 - $15,000
07/14/2023Purchase
SOMorgan Stanley Active Assets (1) Southern CompanyStock
Self$1,001 - $15,000
07/14/2023Purchase
SBUXMorgan Stanley Active Assets (1) Starbucks Corporation - Common StockStock
Self$1,001 - $15,000
07/14/2023Purchase
STEMorgan Stanley Active Assets (1) STERIS plcStock
Self$1,001 - $15,000
07/14/2023Purchase
TGTMorgan Stanley Active Assets (1) Target Corporation Common StockStock
Self$1,001 - $15,000
07/14/2023Purchase
TXNTexas Instruments Incorporated - Common StockStock
Self$1,001 - $15,000
07/14/2023Purchase
UNHMorgan Stanley Active Assets (1) UnitedHealth Group Incorporated Common StockStock
Self$1,001 - $15,000
07/14/2023Purchase
VMorgan Stanley Active Assets (1) Visa Inc.Stock
Self$1,001 - $15,000
07/14/2023Purchase
GWWMorgan Stanley Active Assets (1) W.W. Grainger, Inc. Common StockStock
Self$15,001 - $50,000
07/14/2023Sale
DISMorgan Stanley Active Assets (1) Walt Disney CompanyStock
Self$1,001 - $15,000
07/14/2023Purchase
WECMorgan Stanley Active Assets (1) WEC Energy Group, Inc. Common StockStock
Self$1,001 - $15,000
07/14/2023Purchase
WSTMorgan Stanley Active Assets (1) West Pharmaceutical Services, Inc. Common StockStock
Self$1,001 - $15,000
04/14/2023Purchase
ADIAnalog Devices, Inc.Stock
Self$1,001 - $15,000
04/14/2023Partial Sale
KMBMorgan Stanley Active Assets (1) Kimberly-Clark CorporationStock
Self$1,001 - $15,000
04/14/2023Partial Sale
PEGMorgan Stanley Active Assets (1) Public Service Enterprise Group IncorporatedStock
Self$1,001 - $15,000
04/14/2023Purchase
ROPMorgan Stanley Active Assets (1) Roper Technologies, Inc.Stock
Self$1,001 - $15,000
04/14/2023Sale
SHWMorgan Stanley Active Assets (1) Sherwin-Williams CompanyStock
Self$1,001 - $15,000
02/13/2023Sale
INTCIntel CorporationStock
Dependent child$1,001 - $15,000
02/13/2023Sale
INTCMorgan Stanley Active Assets (5) Intel CorporationStock
Self$1,001 - $15,000
02/13/2023Sale
INTCIntel CorporationStock
Dependent child$1,001 - $15,000
03/10/2023Partial Sale
SBCFSeacoast Banking Corporation of FloridaStock
Dependent child$15,001 - $50,000
03/10/2023Partial Sale
SBCFSeacoast Banking Corporation of FloridaStock
Dependent child$50,001 - $100,000
09/01/2023Purchase
AAPLMorgan Stanley Active Assets (1) Apple Inc. - Common StockStock
Self$1,001 - $15,000
09/01/2023Purchase
ATOMorgan Stanley Active Assets (1) Atmos Energy Corporation Common StockStock
Self$1,001 - $15,000
09/01/2023Purchase
LLYMorgan Stanley Active Assets (1) Eli Lilly and Company Common StockStock
Self$1,001 - $15,000
09/01/2023Purchase
LINMorgan Stanley Active Assets (1) Linde plc - Ordinary SharesStock
Self$1,001 - $15,000
09/01/2023Purchase
MRKMorgan Stanley Active Assets (1) Merck & Company, Inc. Common StockStock
Self$1,001 - $15,000
09/01/2023Purchase
MSFTMorgan Stanley Active Assets (1) Microsoft Corporation - Common StockStock
Self$1,001 - $15,000
09/01/2023Purchase
NKEMorgan Stanley Active Assets (1) Nike, Inc. Common StockStock
Self$1,001 - $15,000
09/01/2023Sale
PFEMorgan Stanley Active Assets (1) Pfizer, Inc. Common StockStock
Self$1,001 - $15,000
09/01/2023Sale
SYYMorgan Stanley Active Assets (1) Sysco Corporation Common StockStock
Self$1,001 - $15,000
09/01/2023Purchase
TSCOMorgan Stanley Active Assets (1) Tractor Supply Company - Common StockStock
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.

Jared Moskowitz — Congressional Stock Trades | SEC Data Investor | SEC Data Investor