Side
Ticker
Company
Traded
Size in the filing
Since public, S&P
Buy
Accenture plc Class A Ordinary Shares
Aug 7, 2024
$1,001 - $15,000
Since publicNot yetreported before our prices begin
Buy
in accordance with the firm's investment strategy for accounts that size. He failed to notify me of these transactions and it wasn't discovered until I was attempting to reconcile our investment holdings for my 2024 Financial Disclosure. SPAir Products and Chemicals, Inc. Common Stock
Aug 7, 2024
$1,001 - $15,000
Since public+3.0%S&P +23.2%
Buy
in accordance with the firm's investment strategy for accounts that size. He failed to notify me of these transactions and it wasn't discovered until I was attempting to reconcile our investment holdings for my 2024 Financial Disclosure. SPAlphabet Inc. - Class C Capital Stock
Aug 7, 2024
$1,001 - $15,000
Since public+88.9%S&P +23.2%
Buy
in accordance with the firm's investment strategy for accounts that size. He failed to notify me of these transactions and it wasn't discovered until I was attempting to reconcile our investment holdings for my 2024 Financial Disclosure. SPAmgen Inc. - Common Stock
Aug 7, 2024
$1,001 - $15,000
Since public+34.2%S&P +23.2%
Buy
wasn't discovered until I was attempting to reconcile our investment holdings for my 2024 Financial Disclosure. SPApple Inc. - Common Stock
Aug 7, 2024
$1,001 - $15,000
Since publicNot yetreported before our prices begin
Sell
in accordance with the firm's investment strategy for accounts that size. He failed to notify me of these transactions and it wasn't discovered until I was attempting to reconcile our investment holdings for my 2024 Financial Disclosure. JTApple Inc. - Common Stock
Jan 30, 2024
$1,001 - $15,000
Since publicNot countedwe measure purchases only
Buy
of $25,380.79. He failed to advise me of these transactions and I only discovered it when trying to reconcile my holdings for the 2024 financial disclosure.. SPAutomatic Data Processing, Inc. - Common Stock
Sep 25, 2024
$1,001 - $15,000
Since public−13.1%S&P +23.2%
Sell
these transactions and it wasn't discovered until I was attempting to reconcile our investment holdings for my 2024 Financial Disclosure. JTBerkshire Hathaway Inc. New Common Stock
Jan 30, 2024
$1,001 - $15,000
Since publicNot countedwe measure purchases only
Buy
of $25,380.79. He failed to advise me of these transactions and I only discovered it when trying to reconcile my holdings for the 2024 financial disclosure.. SPBerkshire Hathaway Inc. New Common Stock
Aug 7, 2024
$1,001 - $15,000
Since publicNot yetreported before our prices begin
Buy
in accordance with the firm's investment strategy for accounts that size. He failed to notify me of these transactions and it wasn't discovered until I was attempting to reconcile our investment holdings for my 2024 Financial Disclosure. SPChubb Limited Common Stock
Aug 7, 2024
$1,001 - $15,000
Since public+20.2%S&P +23.2%
Buy
in accordance with the firm's investment strategy for accounts that size. He failed to notify me of these transactions and it wasn't discovered until I was attempting to reconcile our investment holdings for my 2024 Financial Disclosure. SPComcast Corporation - Class A Common Stock
Aug 7, 2024
$1,001 - $15,000
Since public−20.7%S&P +23.2%
Buy
in accordance with the firm's investment strategy for accounts that size. He failed to notify me of these transactions and it wasn't discovered until I was attempting to reconcile our investment holdings for my 2024 Financial Disclosure. SPCostco Wholesale Corporation - Common Stock
Aug 7, 2024
$1,001 - $15,000
Since public−8.3%S&P +23.2%
Buy
in accordance with the firm's investment strategy for accounts that size. He failed to notify me of these transactions and it wasn't discovered until I was attempting to reconcile our investment holdings for my 2024 Financial Disclosure. SPFidelity Advisor Total Bond CL Z
Aug 7, 2024
$1,001 - $15,000
Since publicNot countednot a stock
Buy
in accordance with the firm's investment strategy for accounts that size. He failed to notify me of these transactions and it wasn't discovered until I was attempting to reconcile our investment holdings for my 2024 Financial Disclosure. SPFIRST TR EXCHANGE-TRADED FD VI SMID RISNG ETF
Aug 7, 2024
$1,001 - $15,000
Since publicNot countednot a stock
Buy
in accordance with the firm's investment strategy for accounts that size. He failed to notify me of these transactions and it wasn't discovered until I was attempting to reconcile our investment holdings for my 2024 Financial Disclosure. SPGeneral Dynamics Corporation Common Stock
Aug 7, 2024
$1,001 - $15,000
Since public+21.0%S&P +23.2%
Buy
in accordance with the firm's investment strategy for accounts that size. He failed to notify me of these transactions and it wasn't discovered until I was attempting to reconcile our investment holdings for my 2024 Financial Disclosure. SPHome Depot, Inc.
Aug 7, 2024
$1,001 - $15,000
Since public−14.7%S&P +23.2%
Buy
in accordance with the firm's investment strategy for accounts that size. He failed to notify me of these transactions and it wasn't discovered until I was attempting to reconcile our investment holdings for my 2024 Financial Disclosure. SPIllinois Tool Works Inc. Common Stock
Sep 25, 2024
$1,001 - $15,000
Since public+5.5%S&P +23.2%
Buy
these transactions and it wasn't discovered until I was attempting to reconcile our investment holdings for my 2024 Financial Disclosure. SPINVESCO EXCH TRADED FD TR II NASDAQ 100 ETF
Aug 7, 2024
$1,001 - $15,000
Since publicNot countednot a stock
Buy
in accordance with the firm's investment strategy for accounts that size. He failed to notify me of these transactions and it wasn't discovered until I was attempting to reconcile our investment holdings for my 2024 Financial Disclosure. SPJohnson & Johnson Common Stock
Aug 7, 2024
$1,001 - $15,000
Since public+73.3%S&P +23.2%
Buy
in accordance with the firm's investment strategy for accounts that size. He failed to notify me of these transactions and it wasn't discovered until I was attempting to reconcile our investment holdings for my 2024 Financial Disclosure. SPJP Morgan Chase & Co. Common Stock
Aug 7, 2024
$1,001 - $15,000
Since public+21.1%S&P +23.2%
Buy
in accordance with the firm's investment strategy for accounts that size. He failed to notify me of these transactions and it wasn't discovered until I was attempting to reconcile our investment holdings for my 2024 Financial Disclosure. SPLockheed Martin Corporation Common Stock
Aug 7, 2024
$1,001 - $15,000
Since public+14.3%S&P +23.2%
Buy
LORD ABBETT SHORT DURATION HIGH YLD I
Aug 7, 2024
$1,001 - $15,000
Since publicNot countednot a stock
Buy
in accordance with the firm's investment strategy for accounts that size. He failed to notify me of these transactions and it wasn't discovered until I was attempting to reconcile our investment holdings for my 2024 Financial Disclosure. SPMcDonald's Corporation Common Stock
Aug 7, 2024
$1,001 - $15,000
Since public−12.9%S&P +23.2%
Buy
in accordance with the firm's investment strategy for accounts that size. He failed to notify me of these transactions and it wasn't discovered until I was attempting to reconcile our investment holdings for my 2024 Financial Disclosure. SPMerck & Company, Inc. Common Stock
Aug 7, 2024
$1,001 - $15,000
Since public+83.5%S&P +23.2%
Buy
in accordance with the firm's investment strategy for accounts that size. He failed to notify me of these transactions and it wasn't discovered until I was attempting to reconcile our investment holdings for my 2024 Financial Disclosure. SPMicrosoft Corporation - Common Stock
Aug 7, 2024
$1,001 - $15,000
Since publicNot yetreported before our prices begin
Buy
in accordance with the firm's investment strategy for accounts that size. He failed to notify me of these transactions and it wasn't discovered until I was attempting to reconcile our investment holdings for my 2024 Financial Disclosure. SPPepsico, Inc.
Aug 7, 2024
$1,001 - $15,000
Since public+3.0%S&P +23.2%
Buy
in accordance with the firm's investment strategy for accounts that size. He failed to notify me of these transactions and it wasn't discovered until I was attempting to reconcile our investment holdings for my 2024 Financial Disclosure. SPProcter & Gamble Company
Aug 7, 2024
$1,001 - $15,000
Since publicNot yetreported before our prices begin
Buy
Starbucks Corporation - Common Stock
Aug 7, 2024
$1,001 - $15,000
Since public+8.9%S&P +23.2%
Sell
in accordance with the firm's investment strategy for accounts that size. He failed to notify me of these transactions and it wasn't discovered until I was attempting to reconcile our investment holdings for my 2024 Financial Disclosure. JTStarbucks Corporation - Common Stock
Jan 30, 2024
$1,001 - $15,000
Since publicNot countedwe measure purchases only
Buy
of $25,380.79. He failed to advise me of these transactions and I only discovered it when trying to reconcile my holdings for the 2024 financial disclosure.. SPThe Hershey Company Common Stock
Aug 7, 2024
$1,001 - $15,000
Since public−1.3%S&P +23.2%
Buy
in accordance with the firm's investment strategy for accounts that size. He failed to notify me of these transactions and it wasn't discovered until I was attempting to reconcile our investment holdings for my 2024 Financial Disclosure. SPUnited Parcel Service, Inc. Common Stock
Aug 7, 2024
$1,001 - $15,000
Since public−0.4%S&P +23.2%
Buy
in accordance with the firm's investment strategy for accounts that size. He failed to notify me of these transactions and it wasn't discovered until I was attempting to reconcile our investment holdings for my 2024 Financial Disclosure. SPUnitedHealth Group Incorporated Common Stock
Aug 7, 2024
$1,001 - $15,000
Since public+32.0%S&P +23.2%
Buy
in accordance with the firm's investment strategy for accounts that size. He failed to notify me of these transactions and it wasn't discovered until I was attempting to reconcile our investment holdings for my 2024 Financial Disclosure. SPVisa Inc.
Aug 7, 2024
$1,001 - $15,000
Since public+3.4%S&P +23.2%
Buy
in accordance with the firm's investment strategy for accounts that size. He failed to notify me of these transactions and it wasn't discovered until I was attempting to reconcile our investment holdings for my 2024 Financial Disclosure. SPWalmart Inc. Common Stock
Aug 7, 2024
$1,001 - $15,000
Since public+6.7%S&P +23.2%
Sell
in accordance with the firm's investment strategy for accounts that size. He failed to notify me of these transactions and it wasn't discovered until I was attempting to reconcile our investment holdings for my 2024 Financial Disclosure. JTWalmart Inc. Common Stock
Jan 30, 2024
$1,001 - $15,000
Since publicNot countedwe measure purchases only