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Earl Blumenauer

Democratic / Oregon

$13.27M Net Worth Est.
$11.17M Trade Volume
543 Total Trades
Nov 21, 2024 Last Traded
  • Current Member No
  • Years Active 1995 - 2025

Show More

  • Trades
  • Live Stock Portfolio
  • Net Worth
  • Corporate Donors
  • Proposed Legislation

Trade Volume by Year

Buy
Sell
20132014201520162017201820192020202120222023202420250400k800k1.2M1.6M
$11.17M Trade Volume
543 Total Trades
Top Traded Sectors
  • Utilities 66
  • Information Technology 53
  • Financials 50
  • Health Care 48
  • Consumer Discretionary 36

Trades

Click on a trade or stock for more details

Estimated excess return of the underlying stock since the transaction

Stock
Transaction
Filed
Traded
Description
Excess Return
null logo
-COMCAST CORP 4.65%33Corporate Securities (Bonds and Notes)
Sale$15,001 - $50,000Dec 7, 2024Nov 21, 2024PART OF MY SPOUSE'S RETIREMENT...-
null logo
-COMCAST CORP 1.95%31Corporate Securities (Bonds and Notes)
Purchase$15,001 - $50,000Dec 7, 2024Nov 21, 2024PART OF MY SPOUSE'S RETIREMENT...-
null logo
-US TREASUR NT 4%01/27Government Securities and Agency Debt
Purchase$15,001 - $50,000Dec 7, 2024Nov 19, 2024PART OF MY SPOUSE'S RETIREMENT...-
null logo
-US TREASU NT 4.625%02/26Government Securities and Agency Debt
Purchase$15,001 - $50,000Dec 7, 2024Nov 19, 2024PART OF MY SPOUSE'S RETIREMENT...-
NWN logo
NWNNORTHWEST NATURAL HOLDING COMPANY COMMON STOCKStock
Purchase$1,001 - $15,000Dec 7, 2024Nov 15, 2024DIVIDEND REINVESTMENT. PART OF...-4.76%
null logo
-BANK OF AMERICA C VAR 27Corporate Securities (Bonds and Notes)
Purchase$15,001 - $50,000Dec 7, 2024Nov 8, 2024PART OF MY SPOUSE'S RETIREMENT...-
null logo
-THE KROGER CO. 4.5% 29Corporate Securities (Bonds and Notes)
Purchase$15,001 - $50,000Dec 7, 2024Nov 8, 2024PART OF MY SPOUSE'S RETIREMENT...-
null logo
-TOYOTA MOTOR CREDIT 3%/25Corporate Securities (Bonds and Notes)
Sale$50,001 - $100,000Dec 7, 2024Nov 8, 2024PART OF MY SPOUSE'S RETIREMENT...-
null logo
-US TREASU NT 4.625% DUE 04/30/31Government Securities and Agency Debt
Purchase$15,001 - $50,000Nov 5, 2024Oct 21, 2024PART OF MY SPOUSE'S RETIREMENT...-
null logo
-US TREASU NT 4.125% UST DUE 03/31/29Government Securities and Agency Debt
Purchase$15,001 - $50,000Nov 5, 2024Oct 21, 2024PART OF MY SPOUSE'S RETIREMENT...-
null logo
-US TREASURY BILL DUE 02/04/25Government Securities and Agency Debt
Purchase$15,001 - $50,000Nov 5, 2024Oct 15, 2024--
null logo
-US TREASURY BILL DUE 04/10/25Government Securities and Agency Debt
Purchase$15,001 - $50,000Nov 5, 2024Oct 15, 2024--
null logo
-CONSTELLATION BR 2.25%31 DUE 08/01/31Corporate Securities (Bonds and Notes)
Purchase$15,001 - $50,000Nov 5, 2024Oct 11, 2024PART OF MY SPOUSE'S RETIREMENT...-
null logo
-UNITEDHEALTH GRO 3.75%25Corporate Securities (Bonds and Notes)
Sale$15,001 - $50,000Nov 5, 2024Oct 11, 2024PART OF MY SPOUSE'S RETIREMENT...-
null logo
-US TREASURY BILL DUE 11/26/24Government Securities and Agency Debt
Purchase$15,001 - $50,000Oct 8, 2024Sep 27, 2024--
null logo
-US TREASURY BILL DUE 12/12/24Government Securities and Agency Debt
Purchase$15,001 - $50,000Oct 8, 2024Sep 27, 2024--
null logo
-TARGET CORP 2.35%30Corporate Securities (Bonds and Notes)
Purchase$15,001 - $50,000Oct 8, 2024Sep 26, 2024PART OF MY SPOUSE'S RETIREMENT...-
null logo
-TARGET CORP 3.375%29Corporate Securities (Bonds and Notes)
Sale$15,001 - $50,000Oct 8, 2024Sep 26, 2024PART OF MY SPOUSE'S RETIREMENT...-
VTR logo
VTRVENTAS, INC. COMMON STOCKStock
Sale$15,001 - $50,000Oct 8, 2024Sep 19, 2024PART OF MY SPOUSE'S RETIREMENT...-0.37%
null logo
-US TREASURY BILL DUE 09/04/25Government Securities and Agency Debt
Purchase$1,001 - $15,000Oct 8, 2024Sep 13, 2024--
null logo
-US TREASUR NT 2.75%08/32Government Securities and Agency Debt
Purchase$15,001 - $50,000Sep 6, 2024Aug 29, 2024PART OF MY SPOUSE'S RETIREMENT...-
NWN logo
NWNNORTHWEST NATURAL HOLDING COMPANY COMMON STOCKStock
Purchase$1,001 - $15,000Sep 6, 2024Aug 15, 2024DIVIDEND REINVESTMENT. PART OF...-4.50%
null logo
-US TREASURY BILL DUE 09/17/24Government Securities and Agency Debt
Purchase$15,001 - $50,000Aug 6, 2024Jul 26, 2024--
null logo
-US TREASURY BILL DUE 06/12/25Government Securities and Agency Debt
Purchase$15,001 - $50,000Aug 6, 2024Jul 12, 2024--
BAX logo
BAXBAXTER INTERNATIONAL INC. COMMON STOCKStock
Purchase$15,001 - $50,000Aug 6, 2024Jul 9, 2024PART OF MY SPOUSE'S RETIREMENT...-16.38%
MDT logo
MDTMEDTRONIC PLC. ORDINARY SHARESStock
Sale$1,001 - $15,000Aug 6, 2024Jul 9, 2024PART OF MY SPOUSE'S RETIREMENT...4.01%
WBD logo
WBDWARNER BROS. DISCOVERY, INC. - SERIES A COMMON STOCKStock
Sale$1,001 - $15,000Aug 6, 2024Jul 9, 2024PART OF MY SPOUSE'S RETIREMENT...18.15%
CVS logo
CVSCVS HEALTH CORPORATION COMMON STOCKStock
Sale$1,001 - $15,000Jul 6, 2024Jun 27, 2024PART OF MY SPOUSE'S RETIREMENT...-3.56%
null logo
-US TREASURY BILL DUE 12/26/24Government Securities and Agency Debt
Purchase$15,001 - $50,000Jul 6, 2024Jun 21, 2024--
null logo
-US TREASURY 5.375%02/31UST BONDGovernment Securities and Agency Debt
Sale$15,001 - $50,000Jul 6, 2024Jun 7, 2024PART OF MY SPOUSE'S RETIREMENT...-
null logo
-US TREASU NT 4.625%04/31Government Securities and Agency Debt
Purchase$15,001 - $50,000Jul 6, 2024Jun 7, 2024PART OF MY SPOUSE'S RETIREMENT...-
null logo
-JPMORGAN CHASE & VAR 35 DUE 04/22/35Corporate Securities (Bonds and Notes)
Purchase$15,001 - $50,000Jun 6, 2024May 17, 2024PART OF MY SPOUSE'S RETIREMENT...-
null logo
-US TREASUR NT 3.625% DUE 03/31/30Government Securities and Agency Debt
Purchase$15,001 - $50,000Jun 6, 2024May 17, 2024PART OF MY SPOUSE'S RETIREMENT...-
null logo
-US TREASURY DUE 10/03/24Government Securities and Agency Debt
Purchase$15,001 - $50,000Jun 6, 2024May 17, 2024--
null logo
-US TREASURY BILL DUE 07/11/24Government Securities and Agency Debt
Purchase$15,001 - $50,000Jun 6, 2024May 17, 2024--
null logo
-ECOLAB INC. 2.125% DUE 02/01/32Corporate Securities (Bonds and Notes)
Purchase$15,001 - $50,000Jun 6, 2024May 17, 2024PART OF MY SPOUSE'S RETIREMENT...-
NWN logo
NWNNORTHWEST NATURAL HOLDING COMPANY COMMON STOCKStock
Purchase$1,001 - $15,000Jun 6, 2024May 15, 2024DIVIDEND REINVESTMENT. PART OF...-7.88%
null logo
-US TREASURY BILL 24 DUE 06/13/24Government Securities and Agency Debt
Purchase$15,001 - $50,000May 4, 2024Apr 30, 2024--
null logo
-US TREASURY BILL24 DUE 07/25/24Government Securities and Agency Debt
Purchase$15,001 - $50,000May 4, 2024Apr 30, 2024--
BX logo
BXBLACKSTONE INC. COMMON STOCKStock
Sale$1,001 - $15,000May 4, 2024Apr 4, 2024PART OF MY SPOUSE'S RETIREMENT...2.88%
CAT logo
CATCATERPILLAR, INC. COMMON STOCKStock
Sale$1,001 - $15,000May 4, 2024Apr 4, 2024PART OF MY SPOUSE'S RETIREMENT...-19.85%
DGX logo
DGXQUEST DIAGNOSTICS INCORPORATED COMMON STOCKStock
Sale$1,001 - $15,000May 4, 2024Apr 4, 2024PART OF MY SPOUSE'S RETIREMENT...16.53%
ERJ logo
ERJEMBRAER S.A. COMMON STOCKStock
Sale$1,001 - $15,000May 4, 2024Apr 4, 2024PART OF MY SPOUSE'S RETIREMENT...80.60%
KR logo
KRKROGER COMPANYStock
Sale$1,001 - $15,000May 4, 2024Apr 4, 2024PART OF MY SPOUSE'S RETIREMENT...1.87%
MCK logo
MCKMCKESSON CORPORATION COMMON STOCKStock
Sale$15,001 - $50,000May 4, 2024Apr 4, 2024PART OF MY SPOUSE'S RETIREMENT...13.02%
MGA logo
MGAMAGNA INTERNATIONAL, INC. COMMON STOCKStock
Sale$1,001 - $15,000May 4, 2024Apr 4, 2024PART OF MY SPOUSE'S RETIREMENT...-43.51%
NKE logo
NKENIKE, INC. COMMON STOCKStock
Purchase$15,001 - $50,000May 4, 2024Apr 4, 2024PART OF MY SPOUSE'S RETIREMENT...-44.61%
RTX logo
RTXRTX CORPORATION COMMON STOCKStock
Purchase$1,001 - $15,000May 4, 2024Apr 4, 2024PART OF MY SPOUSE'S RETIREMENT...16.41%
SO logo
SOSOUTHERN COMPANYStock
Purchase$15,001 - $50,000May 4, 2024Apr 4, 2024PART OF MY SPOUSE'S RETIREMENT...5.67%
TEL logo
TELTE CONNECTIVITY LTD. NEW SWITZERLAND REGISTERED SHARESStock
Sale$15,001 - $50,000May 4, 2024Apr 4, 2024PART OF MY SPOUSE'S RETIREMENT...-2.58%
V logo
VVISA INC.Stock
Purchase$1,001 - $15,000May 4, 2024Apr 4, 2024PART OF MY SPOUSE'S RETIREMENT...15.52%
null logo
-WELLS FARGO & CO VAR 29 DUE 07/25/29Corporate Securities (Bonds and Notes)
Purchase$15,001 - $50,000May 4, 2024Apr 4, 2024PART OF MY SPOUSE'S RETIREMENT...-
null logo
-THE GOLDMAN SACHS VAR 33 DUE 02/24/33Corporate Securities (Bonds and Notes)
Purchase$15,001 - $50,000May 4, 2024Apr 4, 2024PART OF MY SPOUSE'S RETIREMENT...-
null logo
-US TREASURY BILL 05/02/24Government Securities and Agency Debt
Purchase$15,001 - $50,000Apr 4, 2024Mar 27, 2024--
null logo
-US TREASURY BILL 04/25/24Government Securities and Agency Debt
Purchase$15,001 - $50,000Apr 4, 2024Mar 27, 2024--
NWN logo
NWNNORTHWEST NATURAL HOLDING COMPANY COMMON STOCKStock
Purchase$1,001 - $15,000Mar 12, 2024Feb 15, 2024DIVIDEND REINVESTMENT. PART OF...-8.04%
AMZN logo
AMZNAMAZON.COM, INC. - COMMON STOCKStock
Purchase$15,001 - $50,000Mar 2, 2024Feb 12, 2024PART OF MY SPOUSE'S RETIREMENT...4.93%
PFE logo
PFEPFIZER, INC. COMMON STOCKStock
Purchase$1,001 - $15,000Mar 2, 2024Feb 12, 2024PART OF MY SPOUSE'S RETIREMENT...-37.10%
PHG logo
PHGKONINKLIJKE PHILIPS N.V. NY REGISTRY SHARESStock
Purchase$1,001 - $15,000Mar 2, 2024Feb 12, 2024PART OF MY SPOUSE'S RETIREMENT...2.80%
QCOM logo
QCOMQUALCOMM INCORPORATED - COMMON STOCKStock
Purchase$1,001 - $15,000Mar 2, 2024Feb 12, 2024PART OF MY SPOUSE'S RETIREMENT...-18.12%
UL logo
ULUNILEVER PLC COMMON STOCKStock
Sale$1,001 - $15,000Mar 2, 2024Feb 12, 2024PART OF MY SPOUSE'S RETIREMENT...2.30%
GOOGL logo
GOOGLALPHABET INC. - CLASS A COMMON STOCKStock
Sale$1,001 - $15,000Mar 2, 2024Feb 1, 2024PART OF MY SPOUSE'S RETIREMENT...-3.76%
null logo
-US TREAS NT 4.5% 11/33Government Securities and Agency Debt
Purchase$15,001 - $50,000Jan 4, 2024Dec 20, 2023PART OF MY SPOUSE'S RETIREMENT...-
null logo
-US TREAS NT 4.5% 11/33Government Securities and Agency Debt
Purchase$15,001 - $50,000Jan 4, 2024Dec 15, 2023PART OF MY SPOUSE'S RETIREMENT...-
ALK logo
ALKALASKA AIR GROUP, INC.Stock
Sale$1,001 - $15,000Jan 4, 2024Dec 13, 2023PART OF MY SPOUSE'S RETIREMENT...17.75%
DEO logo
DEODIAGEO PLCStock
Purchase$15,001 - $50,000Jan 4, 2024Dec 7, 2023PART OF MY SPOUSE'S RETIREMENT...-48.24%
NWN logo
NWNNORTHWEST NATURAL HOLDING COMPANYStock
Purchase$1,001 - $15,000Dec 4, 2023Nov 15, 2023DIVIDEND REINVESTMENT. PART OF...-25.52%
PYPL logo
PYPLPAYPAL HOLDINGS, INC.Stock
Sale$1,001 - $15,000Dec 4, 2023Nov 9, 2023PART OF MY SPOUSE'S RETIREMENT...-1.41%
IP logo
IPINTERNATIONAL PAPER COMPANYStock
Sale$1,001 - $15,000Dec 4, 2023Nov 8, 2023PART OF MY SPOUSE'S RETIREMENT...9.31%
null logo
-US TREASURY BILL DUE 10/31/24Government Securities and Agency Debt
Purchase$15,001 - $50,000Dec 4, 2023Nov 3, 2023--
null logo
-US TREASURY BILL DUE 05/16/24Government Securities and Agency Debt
Purchase$15,001 - $50,000Dec 4, 2023Nov 3, 2023--
null logo
-TOYOTA MOTOR CREDIT 3%/25Corporate Securities (Bonds and Notes)
Purchase$1,001 - $15,000Nov 7, 2023Oct 2, 2023BOND INTEREST. PART OF MY SPOU...-
null logo
-US TREASURY BILL DUE 03/21/24Government Securities and Agency Debt
Purchase$15,001 - $50,000Nov 7, 2023Sep 29, 2023--
null logo
-US TREASURY BILL DUE 01/11/24Government Securities and Agency Debt
Purchase$15,001 - $50,000Sep 6, 2023Aug 25, 2023--
null logo
-US TREASURY BILL DUE 02/22/24Government Securities and Agency Debt
Purchase$15,001 - $50,000Sep 6, 2023Aug 25, 2023--
SYY logo
SYYSYSCO CORPORATIONStock
Purchase$1,001 - $15,000Sep 6, 2023Aug 24, 2023PART OF MY SPOUSE'S RETIREMENT...-33.00%
SYY logo
SYYSYSCO CORPORATIONStock
Purchase$1,001 - $15,000Sep 6, 2023Aug 23, 2023PART OF MY SPOUSE'S RETIREMENT...-31.82%
F logo
FFORD MOTOR COMPANYStock
Sale$15,001 - $50,000Sep 6, 2023Aug 16, 2023PART OF MY SPOUSE'S RETIREMENT...-43.53%
NWN logo
NWNNORTHWEST NATURAL HOLDING COMPANYStock
Purchase$1,001 - $15,000Sep 6, 2023Aug 15, 2023DIVIDEND REINVESTMENT. PART OF...-34.65%
ICE logo
ICEINTERCONTINENTAL EXCHANGE INC.Stock
Sale$1,001 - $15,000Aug 4, 2023Jul 27, 2023PART OF MY SPOUSE'S RETIREMENT...20.34%
null logo
-US TREASUR NT 4.25%05/25Government Securities and Agency Debt
Purchase$15,001 - $50,000Aug 4, 2023Jul 20, 2023PART OF MY SPOUSE'S RETIREMENT...-
null logo
-THERMO FISHER SC 1.75%/28Corporate Securities (Bonds and Notes)
Purchase$15,001 - $50,000Aug 4, 2023Jul 20, 2023PART OF MY SPOUSE'S RETIREMENT...-
null logo
-COMCAST CORP 4.65%33Corporate Securities (Bonds and Notes)
Purchase$15,001 - $50,000Aug 4, 2023Jul 14, 2023PART OF MY SPOUSE'S RETIREMENT...-
BROS logo
BROSDUTCH BROS INC. CLASS AStock
Sale$1,001 - $15,000Jul 12, 2023Jun 30, 2023PART OF MY SPOUSE'S RETIREMENT...118.13%
CNC logo
CNCCENTENE CORPORATIONStock
Sale$1,001 - $15,000Jul 12, 2023Jun 15, 2023PART OF MY SPOUSE'S RETIREMENT...-43.16%
MOH logo
MOHMOLINA HEALTHCARE INCStock
Purchase$15,001 - $50,000Jul 12, 2023Jun 15, 2023PART OF MY SPOUSE'S RETIREMENT...-22.30%
null logo
-US TREASUR NT 2.25%03/26Government Securities and Agency Debt
Purchase$15,001 - $50,000Jun 8, 2023May 25, 2023PART OF MY SPOUSE'S RETIREMENT...-
null logo
-US TREASUR NT 3.5%02/33Government Securities and Agency Debt
Purchase$15,001 - $50,000Jun 8, 2023May 25, 2023PART OF MY SPOUSE'S RETIREMENT...-
NWN logo
NWNNORTHWEST NATURAL HOLDING COMPANYStock
Purchase$1,001 - $15,000Jun 8, 2023May 15, 2023DIVIDEND REINVESTMENT. PART OF...-54.99%
null logo
-USTREASURY BILL DUE09/14/23Government Securities and Agency Debt
Purchase$1,001 - $15,000Jun 8, 2023May 12, 2023--
PYPL logo
PYPLPAYPAL HOLDINGS, INC.Stock
Purchase$1,001 - $15,000Jun 8, 2023May 10, 2023PART OF MY SPOUSE'S RETIREMENT...-27.62%
null logo
-US TREASURY BILL DUE08/10/23Government Securities and Agency Debt
Purchase$15,001 - $50,000Jun 8, 2023May 2, 2023--
null logo
-US TREASURY BILL DUE11/02/23Government Securities and Agency Debt
Purchase$15,001 - $50,000Jun 8, 2023May 2, 2023--
null logo
-US TREASURY BILL DUE 04/18/24Government Securities and Agency Debt
Purchase$50,001 - $100,000Jun 8, 2023May 2, 2023--
FRC logo
FRCFIRST REPUBLIC BANKStock
Sale$1,001 - $15,000Apr 5, 2023Mar 20, 2023PART OF MY SPOUSE'S RETIREMENT...-76.39%
null logo
-BERKSHIRE HATHAW 2.75%03/15/23Corporate Securities (Bonds and Notes)
Sale$15,001 - $50,000Apr 5, 2023Mar 15, 2023FULL REDEMPTION. PART OF MY SP...-
BAC logo
BACBANK OF AMERICA CORPORATIONStock
Sale$1,001 - $15,000Apr 5, 2023Mar 9, 2023PART OF MY SPOUSE'S RETIREMENT...-4.40%
FDX logo
FDXFEDEX CORPORATIONStock
Sale$1,001 - $15,000Apr 5, 2023Mar 9, 2023PART OF MY SPOUSE'S RETIREMENT...-39.72%
SIVB logo
SIVBSVB FINANCIAL GROUPStock
Purchase$1,001 - $15,000Apr 5, 2023Mar 9, 2023PART OF MY SPOUSE'S RETIREMENT...-
NWN logo
NWNNORTHWEST NATURAL HOLDING COMPANYStock
Purchase$1,001 - $15,000Mar 9, 2023Feb 15, 2023DIVIDEND REINVESTMENT. PART OF...-61.07%
null logo
-PAYPAL HOLDINGS 4.4%32Corporate Securities (Bonds and Notes)
Purchase$15,001 - $50,000Mar 6, 2023Feb 7, 2023PART OF MY SPOUSE'S RETIREMENT...-
null logo
-US TREASU NT 3.125% DUE 8/31/27Government Securities and Agency Debt
Purchase$15,001 - $50,000Jan 12, 2023Jan 3, 2023PART OF MY SPOUSE'S RETIREMENT...-
null logo
-US TREASURY 5.375%02/31UST BONDGovernment Securities and Agency Debt
Purchase$15,001 - $50,000Jan 12, 2023Jan 3, 2023PART OF MY SPOUSE'S RETIREMENT...-
null logo
-AMAZON.COM, INC, 4.65%29 DUE 12/01/29Corporate Securities (Bonds and Notes)
Purchase$15,001 - $50,000Jan 4, 2023Dec 22, 2022PART OF MY SPOUSE'S RETIREMENT...-
null logo
-INTEL CORP 2.7%/22 DUE 12/15/22Corporate Securities (Bonds and Notes)
Sale$15,001 - $50,000Jan 4, 2023Dec 15, 2022FULL REDEMPTION. PART OF MY SP...-
null logo
-US TREASUR NT 2% 11/30/22Government Securities and Agency Debt
Sale$50,001 - $100,000Dec 4, 2022Nov 30, 2022FULL REDEMPTION. PART OF MY SP...-
NWN logo
NWNNORTHWEST NATURAL HOLDING COMPANYStock
Purchase$1,001 - $15,000Dec 4, 2022Nov 15, 2022DIVIDEND REINVESTMENT. PART OF...-65.45%
AAPL logo
AAPLAPPLE INC.Stock
Purchase$15,001 - $50,000Nov 10, 2022Oct 28, 2022PART OF MY SPOUSE'S RETIREMENT...-14.87%
VZ logo
VZVERIZON COMMUNICATIONS INC.Stock
Purchase$15,001 - $50,000Nov 10, 2022Oct 10, 2022PART OF MY SPOUSE'S RETIREMENT...-47.67%
T logo
TAT&T INC.Stock
Sale$1,001 - $15,000Nov 10, 2022Oct 5, 2022PART OF MY SPOUSE'S RETIREMENT...9.77%
null logo
-TOYOTA MOTOR CREDIT 3%25Corporate Securities (Bonds and Notes)
Purchase$1,001 - $15,000Nov 10, 2022Oct 3, 2022BOND INTEREST. PART OF MY SPOU...-
ALK logo
ALKALASKA AIR GROUP, INC.Stock
Purchase$1,001 - $15,000Oct 5, 2022Sep 30, 2022PART OF MY SPOUSE'S RETIREMENT...-23.79%
NEM logo
NEMNEWMONT CORPORATIONStock
Purchase$1,001 - $15,000Oct 5, 2022Sep 28, 2022--43.61%
AMGN logo
AMGNAMGEN INC.Stock
Purchase$1,001 - $15,000Oct 5, 2022Sep 26, 2022PART OF MY SPOUSE'S RETIREMENT...-44.00%
CNC logo
CNCCENTENE CORPORATIONStock
Purchase$1,001 - $15,000Oct 5, 2022Sep 26, 2022PART OF MY SPOUSE'S RETIREMENT...-84.34%
EMR logo
EMREMERSON ELECTRIC COMPANYStock
Purchase$1,001 - $15,000Oct 5, 2022Sep 26, 2022PART OF MY SPOUSE'S RETIREMENT...5.68%
null logo
-JPMORGAN CHASE 3.25% DUE 9/23/22Corporate Securities (Bonds and Notes)
Sale$15,001 - $50,000Oct 5, 2022Sep 23, 2022FULL REDEMPTION. PART OF MY SP...-
null logo
-MERCK & CO., INC. 2.4% DUE 9/15/22Corporate Securities (Bonds and Notes)
Sale$15,001 - $50,000Oct 5, 2022Sep 15, 2022FULL REDEMPTION. PART OF MY SP...-
NWN logo
NWNNORTHWEST NATURAL HOLDING COMPANYStock
Purchase$1,001 - $15,000Sep 5, 2022Aug 15, 2022DIVIDEND REINVESTMENT. PART OF...-62.96%
null logo
-DEERE & CO 3.1%30 DUE 04/15/30Corporate Securities (Bonds and Notes)
Purchase$15,001 - $50,000Sep 5, 2022Aug 11, 2022PART OF MY SPOUSE'S RETIREMENT...-
null logo
-THE ALLSTATE COR 1.45%30 DUE 12/15/30Corporate Securities (Bonds and Notes)
Purchase$15,001 - $50,000Sep 5, 2022Aug 9, 2022PART OF MY SPOUSE'S RETIREMENT...-
CARR logo
CARRCARRIER GLOBAL CORPORATIONStock
Purchase$1,001 - $15,000Sep 5, 2022Aug 3, 2022PART OF MY SPOUSE'S RETIREMENT...40.00%
INTC logo
INTCINTEL CORPORATIONStock
Sale$1,001 - $15,000Sep 5, 2022Aug 3, 2022PART OF MY SPOUSE'S RETIREMENT...-82.59%
null logo
-US TREASUR NT 2% 07/22Government Securities and Agency Debt
Sale$15,001 - $50,000Sep 5, 2022Aug 1, 2022FULL REDEMPTION. PART OF MY SP...-
PHG logo
PHGKONINKLIJKE PHILIPS N.V. NY REGISTRY SHARESStock
Purchase$1,001 - $15,000Aug 8, 2022Jul 27, 2022PART OF MY SPOUSE'S RETIREMENT...-24.71%
IMAX logo
IMAXIMAX CORPORATIONStock
Sale$1,001 - $15,000Jul 6, 2022Jun 17, 2022PART OF MY SPOUSE'S RETIREMENT...15.40%
WBD logo
WBDWARNER BROS. DISCOVERY, INC. - SERIES AStock
Purchase$1,001 - $15,000Jul 6, 2022Jun 17, 2022PART OF MY SPOUSE'S RETIREMENT...-95.93%
IMAX logo
IMAXIMAX CORPORATIONStock
Sale$1,001 - $15,000Jul 6, 2022Jun 16, 2022PART OF MY SPOUSE'S RETIREMENT...13.70%
SNY logo
SNYSANOFI - AMERICAN DEPOSITARY SHARESStock
Purchase$15,001 - $50,000Jul 6, 2022May 27, 2022PART OF MY SPOUSE'S RETIREMENT...-51.38%
C logo
CCITIGROUP, INC.Stock
Sale$1,001 - $15,000Jun 5, 2022May 25, 2022PART OF MY SPOUSE'S RETIREMENT...-5.01%
null logo
-INTERNTNL BUSINES 3.3%26Corporate Securities (Bonds and Notes)
Purchase$15,001 - $50,000Jun 5, 2022May 25, 2022PART OF MY SPOUSE'S RETIREMENT...-
NWN logo
NWNNORTHWEST NATURAL HOLDING COMPANYStock
Purchase$1,001 - $15,000Jun 7, 2022May 13, 2022DIVIDEND REINVESTMENT. PART OF...-68.69%
VOD logo
VODVODAFONE GROUP PLC - AMERICAN DEPOSITARY SHARES EACH REPRESENTING TEN ORDINARY SHARESStock
Sale$1,001 - $15,000Jun 5, 2022May 3, 2022PART OF MY SPOUSE'S RETIREMENT...-83.52%
VOD logo
VODVODAFONE GROUP PLC - AMERICAN DEPOSITARY SHARES EACH REPRESENTING TEN ORDINARY SHARESStock
Sale$1,001 - $15,000May 5, 2022Apr 27, 2022--84.52%
Y logo
YALLEGHANY CORPORATIONStock
Sale$1,001 - $15,000May 5, 2022Apr 22, 2022PART OF MY SPOUSE'S RETIREMENT...14.44%
null logo
-US TREASU NT 2.375%04/26Government Securities and Agency Debt
Purchase$15,001 - $50,000May 5, 2022Apr 20, 2022PART OF MY SPOUSE'S RETIREMENT...-
null logo
-TOYOTA MOTOR CREDIT 3%25 DUE 04/01/25Corporate Securities (Bonds and Notes)
Purchase$15,001 - $50,000May 5, 2022Mar 31, 2022PART OF MY SPOUSE'S RETIREMENT...-
null logo
-TOYOTA MOTOR CREDIT 3%25Corporate Securities (Bonds and Notes)
Purchase$15,001 - $50,000Apr 13, 2022Mar 22, 2022PART OF MY SPOUSE'S RETIREMENT...-
ALK logo
ALKOF THE TRANSACTION, I SOLD THE STOCK. ALASKA AIR GROUP, INC.Stock
Sale$1,001 - $15,000Apr 1, 2022Mar 14, 2022--29.82%
AMGN logo
AMGNOF THE TRANSACTION, I SOLD THE STOCK. AMGEN INC.Stock
Sale$1,001 - $15,000Apr 1, 2022Mar 14, 2022--25.49%
APD logo
APDOF THE TRANSACTION, I SOLD THE STOCK. AIR PRODUCTS AND CHEMICALS, INC.Stock
Sale$1,001 - $15,000Apr 1, 2022Mar 14, 2022--16.67%
BAC logo
BACOF THE TRANSACTION, I SOLD THE STOCK. BANK OF AMERICA CORPORATIONStock
Sale$1,001 - $15,000Apr 1, 2022Mar 14, 2022--32.91%
BLK logo
BLKOF THE TRANSACTION, I SOLD THE STOCK. BLACKROCK, INC.Stock
Sale$1,001 - $15,000Apr 1, 2022Mar 14, 2022--2.37%
BLKB logo
BLKBOF THE TRANSACTION, I SOLD THE STOCK. BLACKBAUD, INC.Stock
Sale$1,001 - $15,000Apr 1, 2022Mar 14, 2022--37.93%
C logo
COF THE TRANSACTION, I SOLD THE STOCK. CITIGROUP, INC.Stock
Sale$1,001 - $15,000Apr 1, 2022Mar 14, 2022--2.04%
CNC logo
CNCOF THE TRANSACTION, I SOLD THE STOCK. CENTENE CORPORATIONStock
Sale$1,001 - $15,000Apr 1, 2022Mar 14, 2022--70.63%
CRM logo
CRMOF THE TRANSACTION, I SOLD THE STOCK. SALESFORCE.COM INCStock
Sale$1,001 - $15,000Apr 1, 2022Mar 14, 2022-11.28%
CSCO logo
CSCOOF THE TRANSACTION, I SOLD THE STOCK. CISCO SYSTEMS, INC.Stock
Sale$1,001 - $15,000Apr 1, 2022Mar 14, 2022--27.79%
DGX logo
DGXOF THE TRANSACTION, I SOLD THE STOCK. QUEST DIAGNOSTICS INCORPORATEDStock
Sale$1,001 - $15,000Apr 1, 2022Mar 14, 2022--16.10%
DIS logo
DISOF THE TRANSACTION, I SOLD THE STOCK. WALT DISNEY COMPANYStock
Sale$1,001 - $15,000Apr 1, 2022Mar 14, 2022--54.75%
FLEX logo
FLEXOF THE TRANSACTION, I SOLD THE STOCK. FLEX LTD. - ORDINARY SHARESStock
Sale$1,001 - $15,000Apr 1, 2022Mar 14, 2022-127.03%
FRC logo
FRCOF THE TRANSACTION, I SOLD THE STOCK. FIRST REPUBLIC BANKStock
Sale$1,001 - $15,000Apr 1, 2022Mar 14, 2022--97.44%
GOOGL logo
GOOGLOF THE TRANSACTION, I SOLD THE STOCK. ALPHABET INC. - CLASS AStock
Sale$1,001 - $15,000Apr 1, 2022Mar 14, 2022--10.49%
GS logo
GSOF THE TRANSACTION, I SOLD THE STOCK. GOLDMAN SACHS GROUP, INC.Stock
Sale$1,001 - $15,000Apr 1, 2022Mar 14, 2022-45.54%
HD logo
HDOF THE TRANSACTION, I SOLD THE STOCK. HOME DEPOT, INC.Stock
Sale$1,001 - $15,000Apr 1, 2022Mar 14, 2022--23.40%
ICE logo
ICEOF THE TRANSACTION, I SOLD THE STOCK. INTERCONTINENTAL EXCHANGE INC.Stock
Sale$1,001 - $15,000Apr 1, 2022Mar 14, 2022--4.12%
INTC logo
INTCOF THE TRANSACTION, I SOLD THE STOCK. INTEL CORPORATIONStock
Sale$1,001 - $15,000Apr 1, 2022Mar 14, 2022--92.26%
IP logo
IPOF THE TRANSACTION, I SOLD THE STOCK. INTERNATIONAL PAPER COMPANYStock
Sale$1,001 - $15,000Apr 1, 2022Mar 14, 2022--27.48%
KR logo
KROF THE TRANSACTION, I SOLD THE STOCK. KROGER COMPANYStock
Sale$1,001 - $15,000Apr 1, 2022Mar 14, 2022--20.24%
MCK logo
MCKOF THE TRANSACTION, I SOLD THE STOCK. MCKESSON CORPORATIONStock
Sale$1,001 - $15,000Apr 1, 2022Mar 14, 2022-98.66%
MDT logo
MDTOF THE TRANSACTION, I SOLD THE STOCK. MEDTRONIC PLC. ORDINARY SHARESStock
Sale$1,001 - $15,000Apr 1, 2022Mar 14, 2022--59.20%
MGA logo
MGAOF THE TRANSACTION, I SOLD THE STOCK. MAGNA INTERNATIONAL, INC.Stock
Sale$1,001 - $15,000Apr 1, 2022Mar 14, 2022--75.81%
PFE logo
PFEOF THE TRANSACTION, I SOLD THE STOCK. PFIZER, INC.Stock
Sale$1,001 - $15,000Apr 1, 2022Mar 14, 2022--98.47%
QCOM logo
QCOMOF THE TRANSACTION, I SOLD THE STOCK. QUALCOMM INCORPORATEDStock
Sale$1,001 - $15,000Apr 1, 2022Mar 14, 2022--33.43%
RTX logo
RTXOF THE TRANSACTION, I SOLD THE STOCK. RAYTHEON TECHNOLOGIES CORPORATIONStock
Sale$1,001 - $15,000Apr 1, 2022Mar 14, 2022--6.87%
SAP logo
SAPOF THE TRANSACTION, I SOLD THE STOCK. SAP SE ADSStock
Sale$1,001 - $15,000Apr 1, 2022Mar 14, 2022-121.40%
SBUX logo
SBUXOF THE TRANSACTION, I SOLD THE STOCK. STARBUCKS CORPORATIONStock
Sale$1,001 - $15,000Apr 1, 2022Mar 14, 2022--31.68%
SIEGY logo
SIEGYOF THE TRANSACTION, I SOLD THE STOCK. SIEMENS AG AMERICAN DEPOSITARY SHARESStock
Sale$1,001 - $15,000Apr 1, 2022Mar 14, 2022-37.08%
UL logo
ULOF THE TRANSACTION, I SOLD THE STOCK. UNILEVER PLCStock
Sale$1,001 - $15,000Apr 1, 2022Mar 14, 2022--4.47%
USB logo
USBOF THE TRANSACTION, I SOLD THE STOCK. U.S. BANCORPStock
Sale$1,001 - $15,000Apr 1, 2022Mar 14, 2022--59.12%
VTR logo
VTROF THE TRANSACTION, I SOLD THE STOCK. VENTAS, INC.Stock
Sale$1,001 - $15,000Apr 1, 2022Mar 14, 2022--30.59%
VTRS logo
VTRSOF THE TRANSACTION, I SOLD THE STOCK. VIATRIS INC.Stock
Sale$1,001 - $15,000Apr 1, 2022Mar 14, 2022--54.20%
APD logo
APDAIR PRODUCTS AND CHEMICALS, INC.Stock
Purchase$1,001 - $15,000Apr 1, 2022Mar 10, 2022DUE TO MISCOMMUNICATION WITH M...-18.95%
APD logo
APDAIR PRODUCTS AND CHEMICALS, INC.Stock
Purchase$15,001 - $50,000Apr 13, 2022Mar 10, 2022PART OF MY SPOUSE'S RETIREMENT...-18.95%
null logo
-GOLDMAN SACHS INTER 3%24Corporate Securities (Bonds and Notes)
Purchase$15,001 - $50,000Apr 13, 2022Mar 10, 2022PART OF MY SPOUSE'S RETIREMENT...-
null logo
-US TREASUR NT 2.25%11/25Government Securities and Agency Debt
Purchase$50,001 - $100,000Apr 13, 2022Mar 9, 2022PART OF MY SPOUSE'S RETIREMENT...-
null logo
-US TREASUR NT 2.25%11/14Government Securities and Agency Debt
Purchase$50,001 - $100,000Apr 13, 2022Mar 9, 2022PART OF MY SPOUSE'S RETIREMENT...-
null logo
-US TREASUR NT 1.625%04/23Government Securities and Agency Debt
Purchase$50,001 - $100,000Apr 13, 2022Mar 9, 2022PART OF MY SPOUSE'S RETIREMENT...-
ALK logo
ALKALASKA AIR GROUP, INC.Stock
Purchase$1,001 - $15,000Apr 1, 2022Feb 24, 2022DUE TO MISCOMMUNICATION WITH M...-39.14%
AMGN logo
AMGNAMGEN INC.Stock
Purchase$1,001 - $15,000Apr 1, 2022Feb 24, 2022DUE TO MISCOMMUNICATION WITH M...-16.52%
BAC logo
BACBANK OF AMERICA CORPORATIONStock
Purchase$1,001 - $15,000Apr 1, 2022Feb 24, 2022DUE TO MISCOMMUNICATION WITH M...-35.12%
BLK logo
BLKBLACKROCK, INC.Stock
Purchase$1,001 - $15,000Apr 1, 2022Feb 24, 2022DUE TO MISCOMMUNICATION WITH M...-5.12%
BLKB logo
BLKBBLACKBAUD, INC.Stock
Purchase$1,001 - $15,000Apr 1, 2022Feb 24, 2022DUE TO MISCOMMUNICATION WITH M...-36.31%
C logo
CCITIGROUP, INC.Stock
Purchase$1,001 - $15,000Apr 1, 2022Feb 24, 2022DUE TO MISCOMMUNICATION WITH M...-13.06%
CNC logo
CNCCENTENE CORPORATIONStock
Purchase$1,001 - $15,000Apr 1, 2022Feb 24, 2022DUE TO MISCOMMUNICATION WITH M...-63.86%
CRM logo
CRMSALESFORCE.COM INCStock
Purchase$1,001 - $15,000Apr 1, 2022Feb 24, 2022DUE TO MISCOMMUNICATION WITH M...6.69%
CSCO logo
CSCOCISCO SYSTEMS, INC.Stock
Purchase$1,001 - $15,000Apr 1, 2022Feb 24, 2022DUE TO MISCOMMUNICATION WITH M...-24.95%
DGX logo
DGXQUEST DIAGNOSTICS INCORPORATEDStock
Purchase$1,001 - $15,000Apr 1, 2022Feb 24, 2022DUE TO MISCOMMUNICATION WITH M...-4.07%
DIS logo
DISWALT DISNEY COMPANYStock
Purchase$1,001 - $15,000Apr 1, 2022Feb 24, 2022DUE TO MISCOMMUNICATION WITH M...-62.77%
FLEX logo
FLEXFLEX LTD. - ORDINARY SHARESStock
Purchase$1,001 - $15,000Apr 1, 2022Feb 24, 2022DUE TO MISCOMMUNICATION WITH M...116.88%
FRC logo
FRCFIRST REPUBLIC BANKStock
Purchase$1,001 - $15,000Apr 1, 2022Feb 24, 2022DUE TO MISCOMMUNICATION WITH M...-94.91%
GOOGL logo
GOOGLALPHABET INC. - CLASS AStock
Purchase$1,001 - $15,000Apr 1, 2022Feb 24, 2022DUE TO MISCOMMUNICATION WITH M...-13.39%
GS logo
GSGOLDMAN SACHS GROUP, INC.Stock
Purchase$1,001 - $15,000Apr 1, 2022Feb 24, 2022DUE TO MISCOMMUNICATION WITH M...40.93%
HD logo
HDHOME DEPOT, INC.Stock
Purchase$1,001 - $15,000Apr 1, 2022Feb 24, 2022DUE TO MISCOMMUNICATION WITH M...-17.74%
ICE logo
ICEINTERCONTINENTAL EXCHANGE INC.Stock
Purchase$1,001 - $15,000Apr 1, 2022Feb 24, 2022DUE TO MISCOMMUNICATION WITH M...-2.20%
INTC logo
INTCINTEL CORPORATIONStock
Purchase$1,001 - $15,000Apr 1, 2022Feb 24, 2022DUE TO MISCOMMUNICATION WITH M...-90.94%
IP logo
IPINTERNATIONAL PAPER COMPANYStock
Purchase$1,001 - $15,000Apr 1, 2022Feb 24, 2022DUE TO MISCOMMUNICATION WITH M...-27.99%
KR logo
KRKROGER COMPANYStock
Purchase$1,001 - $15,000Apr 1, 2022Feb 24, 2022DUE TO MISCOMMUNICATION WITH M...13.32%
MCK logo
MCKMCKESSON CORPORATIONStock
Purchase$1,001 - $15,000Apr 1, 2022Feb 24, 2022DUE TO MISCOMMUNICATION WITH M...118.79%
MGA logo
MGAMAGNA INTERNATIONAL, INC.Stock
Purchase$1,001 - $15,000Apr 1, 2022Feb 24, 2022DUE TO MISCOMMUNICATION WITH M...-86.62%
PFE logo
PFEPFIZER, INC.Stock
Purchase$1,001 - $15,000Apr 1, 2022Feb 24, 2022DUE TO MISCOMMUNICATION WITH M...-88.93%
QCOM logo
QCOMQUALCOMM INCORPORATEDStock
Purchase$1,001 - $15,000Apr 1, 2022Feb 24, 2022DUE TO MISCOMMUNICATION WITH M...-46.78%
RTX logo
RTXRAYTHEON TECHNOLOGIES CORPORATIONStock
Purchase$1,001 - $15,000Apr 1, 2022Feb 24, 2022DUE TO MISCOMMUNICATION WITH M...0.83%
SAP logo
SAPSAP SE ADSStock
Purchase$1,001 - $15,000Apr 1, 2022Feb 24, 2022DUE TO MISCOMMUNICATION WITH M...120.68%
SBUX logo
SBUXSTARBUCKS CORPORATIONStock
Purchase$1,001 - $15,000Apr 1, 2022Feb 24, 2022DUE TO MISCOMMUNICATION WITH M...-42.02%
SIEGY logo
SIEGYSIEMENS AG AMERICAN DEPOSITARY SHARESStock
Purchase$1,001 - $15,000Apr 1, 2022Feb 24, 2022DUE TO MISCOMMUNICATION WITH M...39.95%
UL logo
ULUNILEVER PLCStock
Purchase$1,001 - $15,000Apr 1, 2022Feb 24, 2022DUE TO MISCOMMUNICATION WITH M...-13.84%
USB logo
USBU.S. BANCORPStock
Purchase$1,001 - $15,000Apr 1, 2022Feb 24, 2022DUE TO MISCOMMUNICATION WITH M...-57.43%
VTRS logo
VTRSVIATRIS INC.Stock
Purchase$1,001 - $15,000Apr 1, 2022Feb 24, 2022DUE TO MISCOMMUNICATION WITH M...-76.13%
PEAK logo
PEAKHEALTHPEAK PROPERTIES, INC.Stock
Sale$1,001 - $15,000Mar 7, 2022Feb 23, 2022PART OF MY SPOUSE'S RETIREMENT...-66.19%
VTR logo
VTRVENTAS, INC.Stock
Purchase$15,001 - $50,000Mar 7, 2022Feb 23, 2022PART OF MY SPOUSE'S RETIREMENT...-14.99%
MDT logo
MDTMEDTRONIC PLC. ORDINARY SHARESStock
Purchase$1,001 - $15,000Apr 1, 2022Feb 18, 2022DUE TO MISCOMMUNICATION WITH M...-51.42%
VTR logo
VTRVENTAS, INC.Stock
Purchase$1,001 - $15,000Apr 1, 2022Feb 18, 2022DUE TO MISCOMMUNICATION WITH M...-14.81%
null logo
-BROWN ADVISORY SUSTAINABLE GROWTH ADVCorporate Securities (Bonds and Notes)
Sale$1,001 - $15,000Mar 7, 2022Feb 17, 2022PART OF MY SPOUSE'S RETIREMENT...-
NWN logo
NWNNORTHWEST NATURAL HOLDING COMPANYStock
Purchase$1,001 - $15,000Mar 22, 2022Feb 15, 2022DIVIDEND REINVESTMENT. PART OF...-47.05%
ALL logo
ALLALLSTATE CORPORATIONStock
Purchase$1,001 - $15,000Mar 7, 2022Feb 11, 2022PART OF MY SPOUSE'S RETIREMENT...29.01%
AMGN logo
AMGNAMGEN INC.Stock
Purchase$1,001 - $15,000Mar 7, 2022Feb 11, 2022PART OF MY SPOUSE'S RETIREMENT...-17.46%
FE logo
FEFIRSTENERGY CORP.Stock
Purchase$1,001 - $15,000Mar 7, 2022Feb 11, 2022PART OF MY SPOUSE'S RETIREMENT...-35.19%
GOOGL logo
GOOGLALPHABET INC. - CLASS AStock
Purchase$15,001 - $50,000Mar 7, 2022Feb 11, 2022PART OF MY SPOUSE'S RETIREMENT...-11.07%
IMAX logo
IMAXIMAX CORPORATIONStock
Purchase$1,001 - $15,000Mar 7, 2022Feb 11, 2022PART OF MY SPOUSE'S RETIREMENT...0.58%
MDT logo
MDTMEDTRONIC PLC. ORDINARY SHARESStock
Purchase$1,001 - $15,000Mar 7, 2022Feb 11, 2022PART OF MY SPOUSE'S RETIREMENT...-51.49%
HPQ logo
HPQHP INC.Stock
Sale$15,001 - $50,000Mar 7, 2022Feb 9, 2022PART OF MY SPOUSE'S RETIREMENT...-53.42%
NWN logo
NWNNORTHWEST NATURAL HOLDING COMPANYStock
Sale$15,001 - $50,000Feb 7, 2022Jan 28, 2022PART OF MY SPOUSE'S RETIREMENT...-50.22%
null logo
-HP INC. 2.2%25Corporate Securities (Bonds and Notes)
Purchase$15,001 - $50,000Jan 6, 2022Dec 16, 2021PART OF MY SPOUSE'S RETIREMENT...-
NWN logo
NWNNORTHWEST NATURAL HOLDING COMPANYStock
Purchase$1,001 - $15,000Nov 22, 2021Nov 15, 2021DIVIDEND REINVESTMENT. PART OF...-41.81%
null logo
-US TREASUR NT 2%DUE11/15/21Government Securities and Agency Debt
Sale$15,001 - $50,000Dec 8, 2021Nov 15, 2021FULL REDEMPTION. PART OF MY SP...-
null logo
-AMERICAN FUNDS EUROPACIFIC SCorporate Securities (Bonds and Notes)
Sale$1,001 - $15,000Nov 7, 2021Oct 25, 2021PART OF MY SPOUSE'S RETIREMENT...-
BROS logo
BROSDUTCH BROS INC. CLASS AStock
Sale$1,001 - $15,000Nov 7, 2021Oct 15, 2021PART OF MY SPOUSE'S RETIREMENT...2.74%
DANOY logo
DANOYDANONE SPONSORED ADRStock
Sale$1,001 - $15,000Nov 7, 2021Oct 15, 2021PART OF MY SPOUSE'S RETIREMENT...-
null logo
-UNITEDHEALTH GRO 3.75%25Corporate Securities (Bonds and Notes)
Purchase$15,001 - $50,000Oct 12, 2021Sep 27, 2021PART OF MY SPOUSE'S RETIREMENT...-
null logo
-CVS HEALTH CORP 4%23Corporate Securities (Bonds and Notes)
Purchase$15,001 - $50,000Oct 5, 2021Sep 27, 2021PART OF MY SPOUSE'S RETIREMENT...-
null logo
-CVS HEALTH CORP 4%23Corporate Securities (Bonds and Notes)
Purchase$15,001 - $50,000Oct 12, 2021Sep 27, 2021PART OF MY SPOUSE'S RETIREMENT...-
null logo
-UNITEDHEALTH GRO 3.75%25Corporate Securities (Bonds and Notes)
Purchase$15,001 - $50,000Oct 5, 2021Sep 27, 2021PART OF MY SPOUSE'S RETIREMENT...-
LW logo
LWLAMB WESTON HOLDINGS, INC.Stock
Purchase$1,001 - $15,000Oct 5, 2021Sep 24, 2021PART OF MY SPOUSE'S RETIREMENT...-48.72%
LW logo
LWLAMB WESTON HOLDINGS, INC.Stock
Purchase$1,001 - $15,000Oct 12, 2021Sep 24, 2021PART OF MY SPOUSE'S RETIREMENT...-48.72%
BROS logo
BROSDUTCH BROS INC. CLASS AStock
Purchase$1,001 - $15,000Oct 5, 2021Sep 15, 2021PART OF MY SPOUSE'S RETIREMENT...63.32%
BROS logo
BROSDUTCH BROS INC. CLASS AStock
Purchase$1,001 - $15,000Oct 12, 2021Sep 15, 2021PART OF MY SPOUSE'S RETIREMENT...63.32%
BROS logo
BROSDUTCH BROS INC. CLASS AStock
Purchase$1,001 - $15,000Oct 5, 2021Sep 15, 2021PART OF MY SPOUSE'S RETIREMENT...63.32%
BROS logo
BROSDUTCH BROS INC. CLASS AStock
Purchase$1,001 - $15,000Oct 12, 2021Sep 15, 2021PART OF MY SPOUSE'S RETIREMENT...63.32%
null logo
-JOHN DEERE CAPI 3.125%/21Corporate Securities (Bonds and Notes)
Sale$15,001 - $50,000Oct 12, 2021Sep 10, 2021MATURED. FULL REDEMPTION. PART...-
null logo
-JOHN DEERE CAPI 3.125%/21Corporate Securities (Bonds and Notes)
Sale$15,001 - $50,000Oct 5, 2021Sep 10, 2021MATURED. FULL REDEMPTION. PART...-
NWN logo
NWNNORTHWEST NATURAL HOLDING COMPANYStock
Purchase$1,001 - $15,000Aug 20, 2021Aug 13, 2021DIVIDEND REINVESTMENT. PART OF...-58.33%
null logo
-CATERPILLAR INC. 3.4%24 DUE 05/15/24Corporate Securities (Bonds and Notes)
Purchase$15,001 - $50,000Sep 7, 2021Aug 10, 2021PART OF MY SPOUSE'S RETIREMENT...-
null logo
-ORACLE CORP 2.8% DUE 07/08/21Corporate Securities (Bonds and Notes)
Sale$15,001 - $50,000Aug 2, 2021Jul 8, 2021FULL REDEMPTION. PART OF MY SP...-
STAY logo
STAYEXTENDED STAY AMERICA, INC. - PAIRED SHARESStock
Sale$1,001 - $15,000Jul 5, 2021Jun 15, 2021PART OF MY SPOUSE'S RETIREMENT...-
AZO logo
AZOAUTOZONE, INC.Stock
Purchase$1,001 - $15,000Jun 9, 2021May 28, 2021PART OF MY SPOUSE'S RETIREMENT...119.25%
LEG logo
LEGLEGGETT & PLATT, INCORPORATEDStock
Sale$1,001 - $15,000Jun 9, 2021May 28, 2021PART OF MY SPOUSE'S RETIREMENT...-122.61%
QCOM logo
QCOMQUALCOMM INCORPORATEDStock
Sale$1,001 - $15,000Jun 9, 2021May 28, 2021PART OF MY SPOUSE'S RETIREMENT...-27.02%
null logo
-CATERPILLAR INC. 3.9% 5/21Corporate Securities (Bonds and Notes)
Sale$15,001 - $50,000Jun 9, 2021May 27, 2021FULL REDEMPTION. PART OF MY SP...-
null logo
-US TREASU NT 2.125%07/24Government Securities and Agency Debt
Purchase$15,001 - $50,000Jun 9, 2021May 26, 2021PART OF MY SPOUSE'S RETIREMENT...-
NWN logo
NWNNORTHWEST NATURAL HOLDING COMPANYStock
Purchase$1,001 - $15,000May 27, 2021May 14, 2021DIVIDEND REINVESTMENT. PART OF...-69.16%
null logo
-US TREASUR NT 2.5%05/24Government Securities and Agency Debt
Purchase$15,001 - $50,000Jun 9, 2021May 11, 2021PART OF MY SPOUSE'S RETIREMENT...-
PFE logo
PFEPFIZER, INC.Stock
Purchase$1,001 - $15,000Jun 9, 2021May 7, 2021PART OF MY SPOUSE'S RETIREMENT...-83.17%
null logo
-US TREASURY NT 2.25%04/21Government Securities and Agency Debt
Sale$50,001 - $100,000May 4, 2021Apr 30, 2021FULL REDEMPTION. PART OF MY SP...-
PART INTEREST logo
PART INTERESTTHE JOINERYOwnership Interest (Engaged in a Trade or Business)
Sale$250,001 - $500,000May 28, 2021Apr 15, 2021COMPANY BUILDS HANDCRAFTED SOL...-
null logo
-REALTY INCOME CORP REITAsset-Backed Securities
Purchase$1,001 - $15,000May 4, 2021Apr 15, 2021PART OF MY SPOUSE'S RETIREMENT...-
HHC logo
HHCHOWARD HUGHES CORPORATIONStock
Sale$1,001 - $15,000May 4, 2021Apr 13, 2021PART OF MY SPOUSE'S RETIREMENT...-29.06%
HHC logo
HHCHOWARD HUGHES CORPORATIONStock
Sale$1,001 - $15,000May 4, 2021Apr 12, 2021PART OF MY SPOUSE'S RETIREMENT...-29.41%
HHC logo
HHCHOWARD HUGHES CORPORATIONStock
Sale$1,001 - $15,000May 4, 2021Apr 9, 2021PART OF MY SPOUSE'S RETIREMENT...-29.43%
null logo
-US TREASURY NT 2% 11/22Government Securities and Agency Debt
Purchase$15,001 - $50,000Apr 2, 2021Mar 9, 2021PART OF MY SPOUSE'S RETIREMENT...-
null logo
-US TREASURY BILL DUE 02/25/21Government Securities and Agency Debt
Sale$15,001 - $50,000Mar 3, 2021Feb 25, 2021FULL REDEMPTION. PART OF MY SP...-
ERJ logo
ERJEMBRAER S.A.Stock
Purchase$1,001 - $15,000Mar 3, 2021Feb 17, 2021PART OF MY SPOUSE'S RETIREMENT...437.22%
ERJ logo
ERJEMBRAER S.A.Stock
Purchase$1,001 - $15,000Mar 3, 2021Feb 16, 2021PART OF MY SPOUSE'S RETIREMENT...457.11%
NWN logo
NWNNORTHWEST NATURAL HOLDING COMPANYStock
Purchase$1,001 - $15,000Mar 5, 2021Feb 12, 2021DIVIDEND REINVESTMENT. PART OF...-64.75%
null logo
-US TREASURY NOTE DUE 07/15/23Government Securities and Agency Debt
Purchase$15,001 - $50,000Mar 3, 2021Feb 3, 2021PART OF MY SPOUSE'S RETIREMENT...-
null logo
-US TREASURY NOTE DUE 11/30/22Government Securities and Agency Debt
Purchase$15,001 - $50,000Mar 3, 2021Feb 3, 2021PART OF MY SPOUSE'S RETIREMENT...-
GOOGL logo
GOOGLALPHABET INC. - CLASS AStock
Purchase$1,001 - $15,000Feb 3, 2021Jan 27, 2021PART OF MY SPOUSE'S RETIREMENT...23.71%
KR logo
KRKROGER COMPANYStock
Sale$1,001 - $15,000Feb 3, 2021Jan 27, 2021PART OF MY SPOUSE'S RETIREMENT...15.68%
VIAC logo
VIACVIACOMCBS INC. - CLASS BStock
Sale$15,001 - $50,000Feb 3, 2021Jan 27, 2021PART OF MY SPOUSE'S RETIREMENT...-66.45%
COHR logo
COHRCOHERENT, INC.Stock
Sale$1,001 - $15,000Feb 3, 2021Jan 19, 2021PART OF MY SPOUSE'S RETIREMENT...-114.90%
null logo
-US TREASURY NT 2% DUE 07/31/22Government Securities and Agency Debt
Purchase$15,001 - $50,000Feb 3, 2021Jan 14, 2021PART OF MY SPOUSE'S RETIREMENT...-
null logo
-US TREASURY BILL DUE 1/14/21Government Securities and Agency Debt
Sale$15,001 - $50,000Feb 3, 2021Jan 14, 2021FULL REDEMPTION. PART OF MY SP...-
FLEX logo
FLEXFLEX LTD. - ORDINARY SHARESStock
Sale$1,001 - $15,000Feb 3, 2021Jan 6, 2021PART OF MY SPOUSE'S RETIREMENT...68.54%
FLEX logo
FLEXFLEX LTD. - ORDINARY SHARESStock
Sale$1,001 - $15,000Feb 3, 2021Jan 5, 2021PART OF MY SPOUSE'S RETIREMENT...78.37%
null logo
-TRUIST BANK 1.5%/25 DUE 3/10/25Corporate Securities (Bonds and Notes)
Purchase$15,001 - $50,000Jan 6, 2021Dec 29, 2020PART OF MY SPOUSE'S RETIREMENT...-
null logo
-US TREASURY BILL 20 DUE 12/3/20Government Securities and Agency Debt
Sale$15,001 - $50,000Jan 6, 2021Dec 3, 2020FULL REDEMPTION. PART OF MY SP...-
null logo
-US TREASURY NT 2%11/15/21Government Securities and Agency Debt
Purchase$15,001 - $50,000Jan 6, 2021Nov 30, 2020PART OF MY SPOUSE'S RETIREMENT...-
NWN logo
NWNNORTHWEST NATURAL HOLDING COMPANYStock
Purchase$1,001 - $15,000Dec 7, 2020Nov 13, 2020DIVIDEND REINVESTMENT. PART OF...-84.21%
SAP logo
SAPSAP SE ADSStock
Purchase$1,001 - $15,000Dec 7, 2020Nov 12, 2020PART OF MY SPOUSE'S RETIREMENT...79.40%
null logo
-US TREASURY BILL DUE 11/05/20Government Securities and Agency Debt
Sale$15,001 - $50,000Dec 7, 2020Nov 5, 2020FULL REDEMPTION. PART OF MY SP...-
BX logo
BXTHE BLACKSTONE GROUP INC. CLASS AStock
Purchase$1,001 - $15,000Nov 3, 2020Oct 28, 2020PART OF MY SPOUSE'S RETIREMENT...114.31%
null logo
-DUKE ENERGY PROGR 3.7%28 DUE 09/01/28Corporate Securities (Bonds and Notes)
Purchase$15,001 - $50,000Nov 3, 2020Oct 16, 2020PART OF MY SPOUSE'S RETIREMENT...-
AIG logo
AIGAMERICAN INTERNATIONAL GROUP, INC. NEWStock
Sale$1,001 - $15,000Oct 7, 2020Sep 17, 2020PART OF MY SPOUSE'S RETIREMENT...112.05%
null logo
-US TREASURY BILL DUE 09/10/20Government Securities and Agency Debt
Sale$15,001 - $50,000Oct 7, 2020Sep 9, 2020FULL REDEMPTION. PART OF MY SP...-
null logo
-US TREASURY BILL DUE 12/03/20Government Securities and Agency Debt
Purchase$15,001 - $50,000Sep 10, 2020Aug 28, 2020PART OF MY SPOUSE'S RETIREMENT...-
null logo
-US TREASURY BILL DUE 02/25/21Government Securities and Agency Debt
Purchase$15,001 - $50,000Sep 10, 2020Aug 25, 2020PART OF MY SPOUSE'S RETIREMENT...-
null logo
-US TREASURY BILL DUE 01/14/21Government Securities and Agency Debt
Purchase$15,001 - $50,000Sep 10, 2020Aug 18, 2020PART OF MY SPOUSE'S RETIREMENT...-
NWN logo
NWNNORTHWEST NATURAL HOLDING COMPANYStock
Purchase$1,001 - $15,000Aug 24, 2020Aug 14, 2020DIVIDEND REINVESTMENT. PART OF...-101.06%
F logo
FFORD MOTOR COMPANYStock
Purchase$1,001 - $15,000Sep 10, 2020Aug 11, 2020PART OF MY SPOUSE'S RETIREMENT...-29.29%
NWN logo
NWNNORTHWEST NATURAL HOLDING COMPANYStock
Sale$50,001 - $100,000Sep 10, 2020Aug 11, 2020PART OF MY SPOUSE'S RETIREMENT...-103.90%
POR logo
PORPORTLAND GENERAL ELECTRIC COStock
Sale$1,001 - $15,000Sep 10, 2020Aug 11, 2020PART OF MY SPOUSE'S RETIREMENT...-80.83%
ICE logo
ICEINTERCONTINENTAL EXCHANGE INC.Stock
Purchase$1,001 - $15,000Sep 10, 2020Aug 5, 2020PART OF MY SPOUSE'S RETIREMENT...2.54%
ERJ logo
ERJEMBRAER S.A.Stock
Sale$1,001 - $15,000Sep 10, 2020Aug 4, 2020PART OF MY SPOUSE'S RETIREMENT...712.74%
ICE logo
ICEINTERCONTINENTAL EXCHANGE INC.Stock
Purchase$1,001 - $15,000Sep 10, 2020Aug 4, 2020PART OF MY SPOUSE'S RETIREMENT...2.15%
USB logo
USBU.S. BANCORPStock
Sale$1,001 - $15,000Sep 10, 2020Aug 4, 2020PART OF MY SPOUSE'S RETIREMENT...-56.32%
null logo
-A T & T INC 3.4%25Corporate Securities (Bonds and Notes)
Sale$15,001 - $50,000Aug 10, 2020Jul 30, 2020SUBMITTED FOR TENDER. PART OF ...-
INTC logo
INTCINTEL CORPORATIONStock
Purchase$1,001 - $15,000Aug 10, 2020Jul 24, 2020PART OF MY SPOUSE'S RETIREMENT...-140.54%
null logo
-FEDERAL NTNL MOR 0.25%23 DUE 06/26/23Government Securities and Agency Debt
Purchase$15,001 - $50,000Aug 10, 2020Jul 24, 2020PART OF MY SPOUSE'S RETIREMENT...-
null logo
-WEYERHAEUSER CO. REIT SCorporate Securities (Bonds and Notes)
Sale$1,001 - $15,000Aug 10, 2020Jul 23, 2020PART OF MY SPOUSE'S RETIREMENT...-
FE logo
FEFIRSTENERGY CORP.Stock
Purchase$1,001 - $15,000Aug 10, 2020Jul 22, 2020PART OF MY SPOUSE'S RETIREMENT...-29.19%
null logo
-APPLIED MATERIALS 4.3%21Corporate Securities (Bonds and Notes)
Sale$15,001 - $50,000Jul 17, 2020Jun 29, 2020REDEMPTION OF BOND, CALLED. PA...-
HPQ logo
HPQHP INC.Stock
Purchase$1,001 - $15,000Jul 17, 2020Jun 2, 2020PART OF MY SPOUSE'S RETIREMENT...-8.22%
POR logo
PORPORTLAND GENERAL ELECTRIC COStock
Purchase$1,001 - $15,000Jul 17, 2020Jun 2, 2020PART OF MY SPOUSE'S RETIREMENT...-104.84%
POR logo
PORPORTLAND GENERAL ELECTRIC COStock
Purchase$1,001 - $15,000Jul 17, 2020Jun 1, 2020PART OF MY SPOUSE'S RETIREMENT...-104.62%
NWN logo
NWNNORTHWEST NATURAL HOLDING COMPANYStock
Purchase$1,001 - $15,000Jun 15, 2020May 15, 2020DIVIDEND REINVESTMENT. PART OF...-139.02%
null logo
-US TREASURY BILL20 DUE 11/05/20Government Securities and Agency Debt
Purchase$15,001 - $50,000Jun 3, 2020May 15, 2020PART OF MY SPOUSE'S RETIREMENT...-
VOD logo
VODVODAFONE GROUP PLC - AMERICAN DEPOSITARY SHARES EACH REPRESENTING TEN ORDINARY SHARESStock
Purchase$1,001 - $15,000Jun 3, 2020May 13, 2020PART OF MY SPOUSE'S RETIREMENT...-148.07%
BLK logo
BLKBLACKROCK, INC.Stock
Purchase$1,001 - $15,000Jun 3, 2020May 12, 2020PART OF MY SPOUSE'S RETIREMENT...7.59%
null logo
-THE PROCTER & GAMBL 3%30 DUE 03/25/30Corporate Securities (Bonds and Notes)
Purchase$15,001 - $50,000Jun 3, 2020May 12, 2020PART OF MY SPOUSE'S RETIREMENT...-
CVS logo
CVSCVS HEALTH CORPORATIONStock
Purchase$1,001 - $15,000Jun 3, 2020May 8, 2020PART OF MY SPOUSE'S RETIREMENT...-105.17%
null logo
-US TREASURY BILL20Government Securities and Agency Debt
Sale$50,001 - $100,000Jun 3, 2020May 7, 2020FULL REDEMPTION. PART OF MY SP...-
FLEX logo
FLEXFLEX LTD. - ORDINARY SHARESStock
Sale$1,001 - $15,000Jun 3, 2020May 5, 2020PART OF MY SPOUSE'S RETIREMENT...267.98%
AMGN logo
AMGNAMGEN INC.Stock
Purchase$1,001 - $15,000Jun 3, 2020May 1, 2020PART OF MY SPOUSE'S RETIREMENT...-93.39%
BAC logo
BACBANK OF AMERICA CORPORATIONStock
Purchase$1,001 - $15,000May 20, 2020Apr 29, 2020PART OF MY SPOUSE'S RETIREMENT...-20.89%
V logo
VVISA INC.Stock
Purchase$1,001 - $15,000May 20, 2020Apr 21, 2020PART OF MY SPOUSE'S RETIREMENT...6.78%
null logo
-JP MORGAN CHASE & 3.25%22Corporate Securities (Bonds and Notes)
Purchase$15,001 - $50,000May 20, 2020Apr 20, 2020PART OF MY SPOUSE'S RETIREMENT...-
null logo
-US TREASURY BILL20Government Securities and Agency Debt
Purchase$15,001 - $50,000May 20, 2020Apr 16, 2020PART OF MY SPOUSE'S RETIREMENT...-
BWA logo
BWABORGWARNER INC.Stock
Sale$1,001 - $15,000May 20, 2020Apr 9, 2020PART OF MY SPOUSE'S RETIREMENT...-83.13%
CRM logo
CRMSALESFORCE.COM INCStock
Purchase$1,001 - $15,000May 20, 2020Apr 9, 2020PART OF MY SPOUSE'S RETIREMENT...-21.11%
null logo
-US TREASUR NT 2%07/22Government Securities and Agency Debt
Purchase$15,001 - $50,000May 20, 2020Apr 6, 2020PART OF MY SPOUSE'S RETIREMENT...-
MDT logo
MDTMEDTRONIC PLC. ORDINARY SHARESStock
Purchase$1,001 - $15,000May 20, 2020Apr 3, 2020PART OF MY SPOUSE'S RETIREMENT...-139.15%
RTN logo
RTNRAYTHEON COMPANYStock
Exchange$1,001 - $15,000May 20, 2020Apr 3, 2020STOCK MERGER PART OF MY SPOUSE...-
RTX logo
RTXRAYTHEON TECHNOLOGIES CORPORATIONStock
Exchange$1,001 - $15,000May 20, 2020Apr 3, 2020STOCK MERGER. FORMALLY RAYTHEO...23.62%
null logo
-MICROSOFT CORP 2.875%24 DUE 02/06/24Corporate Securities (Bonds and Notes)
Purchase$15,001 - $50,000Apr 16, 2020Apr 1, 2020PART OF MY SPOUSE'S RETIREMENT...-
KEY logo
KEYKEYCORPStock
Sale$1,001 - $15,000Apr 16, 2020Mar 27, 2020PART OF MY SPOUSE'S RETIREMENT...-83.34%
ACN logo
ACNACCENTURE PLC CLASS A ORDINARY SHARESStock
Purchase$1,001 - $15,000Apr 16, 2020Mar 26, 2020PART OF MY SPOUSE'S RETIREMENT...-38.45%
FRC logo
FRCFIRST REPUBLIC BANKStock
Purchase$1,001 - $15,000Apr 16, 2020Mar 26, 2020PART OF MY SPOUSE'S RETIREMENT...-154.72%
NEM logo
NEMNEWMONT CORPORATIONStock
Sale$1,001 - $15,000Apr 16, 2020Mar 26, 2020PART OF MY SPOUSE'S RETIREMENT...-124.34%
SBUX logo
SBUXSTARBUCKS CORPORATIONStock
Purchase$1,001 - $15,000Apr 16, 2020Mar 26, 2020PART OF MY SPOUSE'S RETIREMENT...-100.96%
STT logo
STTSTATE STREET CORPORATIONStock
Sale$1,001 - $15,000Apr 16, 2020Mar 26, 2020PART OF MY SPOUSE'S RETIREMENT...-27.56%
TAP logo
TAPMOLSON COORS BEVERAGE COMPANY CLASS BStock
Sale$1,001 - $15,000Apr 16, 2020Mar 24, 2020PART OF MY SPOUSE'S RETIREMENT...-93.53%
null logo
-SCH TREAS OBLIGATION MMF INVESTOR SHARES SGovernment Securities and Agency Debt
Sale$15,001 - $50,000Apr 16, 2020Mar 23, 2020PART OF MY SPOUSE'S RETIREMENT...-
null logo
-INTEL CORP 2.7% DUE 12/15/22Corporate Securities (Bonds and Notes)
Purchase$15,001 - $50,000Apr 16, 2020Mar 23, 2020PART OF MY SPOUSE'S RETIREMENT...-
AVT logo
AVTAVNET, INC.Stock
Sale$1,001 - $15,000Apr 16, 2020Mar 20, 2020PART OF MY SPOUSE'S RETIREMENT...-29.87%
HD logo
HDHOME DEPOT, INC.Stock
Purchase$1,001 - $15,000Apr 16, 2020Mar 20, 2020PART OF MY SPOUSE'S RETIREMENT...-10.42%
BG logo
BGBUNGE LIMITED BUNGE LIMITEDStock
Sale$1,001 - $15,000Apr 16, 2020Mar 19, 2020PART OF MY SPOUSE'S RETIREMENT...6.62%
GD logo
GDGENERAL DYNAMICS CORPORATIONStock
Purchase$1,001 - $15,000Apr 16, 2020Mar 10, 2020PART OF MY SPOUSE'S RETIREMENT...-30.70%
INTC logo
INTCINTEL CORPORATIONStock
Purchase$1,001 - $15,000Apr 16, 2020Mar 10, 2020PART OF MY SPOUSE'S RETIREMENT...-164.77%
MEOH logo
MEOHMETHANEX CORPORATIONStock
Sale$1,001 - $15,000Apr 16, 2020Mar 10, 2020PART OF MY SPOUSE'S RETIREMENT...-24.00%
SCHW logo
SCHWCHARLES SCHWAB CORPORATIONStock
Purchase$1,001 - $15,000Apr 16, 2020Mar 10, 2020PART OF MY SPOUSE'S RETIREMENT...56.99%
null logo
-SCH TREAS OBLIGATION MMF INVESTOR SHARES SGovernment Securities and Agency Debt
Sale$15,001 - $50,000Apr 16, 2020Mar 10, 2020--
INTC logo
INTCINTEL CORPORATIONStock
Purchase$1,001 - $15,000Apr 16, 2020Mar 5, 2020PART OF MY SPOUSE'S RETIREMENT...-156.51%
null logo
-US TREASURY BILL2OU S T DUE 05/07/20Government Securities and Agency Debt
Purchase$50,001 - $100,000Apr 16, 2020Mar 5, 2020PART OF MY SPOUSE'S RETIREMENT...-
null logo
-SCH TREAS OBLIGATION MMF INVESTOR SHARES SGovernment Securities and Agency Debt
Sale$1,001 - $15,000Apr 16, 2020Mar 5, 2020PART OF MY SPOUSE'S RETIREMENT...-
HPQ logo
HPQHP INC.Stock
Sale$1,001 - $15,000Apr 16, 2020Mar 4, 2020PART OF MY SPOUSE'S RETIREMENT...-54.53%
null logo
-SCH TREAS OBLIGATION MMF INVESTOR SHARES SGovernment Securities and Agency Debt
Sale$50,001 - $100,000Apr 16, 2020Mar 4, 2020PART OF MY SPOUSE'S RETIREMENT...-
GD logo
GDGENERAL DYNAMICS CORPORATIONStock
Purchase$1,001 - $15,000Apr 16, 2020Mar 3, 2020PART OF MY SPOUSE'S RETIREMENT...-27.85%
MSFT logo
MSFTMICROSOFT CORPORATIONStock
Purchase$1,001 - $15,000Apr 16, 2020Mar 3, 2020PART OF MY SPOUSE'S RETIREMENT...79.56%
UL logo
ULUNILEVER PLCStock
Purchase$1,001 - $15,000Apr 16, 2020Mar 3, 2020PART OF MY SPOUSE'S RETIREMENT...-87.54%
null logo
-SCH TREAS OBLIGATION MMF INVESTOR SHARESGovernment Securities and Agency Debt
Purchase$250,001 - $500,000Apr 16, 2020Mar 3, 2020PART OF MY SPOUSE'S RETIREMENT...-
CB logo
CBCHUBB LIMITEDStock
Purchase$1,001 - $15,000Apr 16, 2020Mar 2, 2020PART OF MY SPOUSE'S RETIREMENT...-4.40%
DGX logo
DGXQUEST DIAGNOSTICS INCORPORATEDStock
Purchase$1,001 - $15,000Apr 16, 2020Mar 2, 2020PART OF MY SPOUSE'S RETIREMENT...-36.53%
VIAC logo
VIACVIACOMCBS INC. - CLASS BStock
Purchase$1,001 - $15,000Apr 16, 2020Mar 2, 2020PART OF MY SPOUSE'S RETIREMENT...-22.96%
null logo
-US TREASUR NT 2.25% 02/20Government Securities and Agency Debt
Sale$250,001 - $500,000Apr 16, 2020Mar 2, 2020FULL REDEMPTION OF US TREASURY...-
AGN logo
AGNALLERGAN PLC ORDINARY SHARESStock
Sale$1,001 - $15,000Apr 16, 2020Feb 28, 2020PART OF MY SPOUSE'S RETIREMENT...2.32%
DIS logo
DISWALT DISNEY COMPANYStock
Purchase$1,001 - $15,000Apr 16, 2020Feb 28, 2020PART OF MY SPOUSE'S RETIREMENT...-104.30%
NWN logo
NWNNORTHWEST NATURAL HOLDING COMPANYStock
Purchase$1,001 - $15,000Feb 27, 2020Feb 14, 2020DIVIDEND REINVESTMENT. PART OF...-122.60%
null logo
-US TREASUR NT 2.25% 02/20Government Securities and Agency Debt
Sale$50,001 - $100,000Jan 10, 2020Dec 23, 2019PART OF MY SPOUSE'S RETIREMENT...-
null logo
-US TREASUR 2.375% 05/29Government Securities and Agency Debt
Purchase$50,001 - $100,000Jan 10, 2020Dec 23, 2019PART OF MY SPOUSE'S RETIREMENT...-
CBS logo
CBSCBS CORPORATION CLASS BStock
Exchange$1,001 - $15,000Jan 10, 2020Dec 5, 2019NAME CHANGE TO VIACOMCBS INC. ...-
VIAC logo
VIACVIACOMCBS INC. - CLASS BStock
Exchange$1,001 - $15,000Jan 10, 2020Dec 5, 2019FORMERLY CBS CORP. PART OF MY ...-70.85%
NWN logo
NWNNORTHWEST NATURAL HOLDING COMPANYStock
Purchase$1,001 - $15,000Nov 25, 2019Nov 15, 2019DIVIDEND REINVESTMENT. PART OF...-128.50%
PEAK logo
PEAKHEALTHPEAK PROPERTIES, INC.Stock
Exchange$1,001 - $15,000Dec 6, 2019Nov 5, 2019NAME CHANGE FROM HCP INC REIT....-117.50%
null logo
-HCP INC REITCorporate Securities (Bonds and Notes)
Exchange$1,001 - $15,000Dec 6, 2019Nov 5, 2019NAME CHANGE TO HEALTHPEAK PPTY...-
null logo
-TARGET CORP 3.375%29 DUE 04/15/29Corporate Securities (Bonds and Notes)
Purchase$15,001 - $50,000Dec 6, 2019Nov 5, 2019PART OF MY SPOUSE'S RETIREMENT...-
null logo
-INTERNTNL BUSIN 8.375%19 DUE11/1/19Corporate Securities (Bonds and Notes)
Sale$15,001 - $50,000Dec 6, 2019Nov 1, 2019FULL REDEMPTIOON. PART OF MY S...-
AAPL logo
AAPLAPPLE INC.Stock
Sale$1,001 - $15,000Nov 13, 2019Oct 29, 2019PART OF MY SPOUSE'S RETIREMENT...155.04%
null logo
-KEYCORP 4.1%28Corporate Securities (Bonds and Notes)
Purchase$15,001 - $50,000Nov 13, 2019Oct 28, 2019PART OF MY SPOUSE'S RETIREMENT...-
GILD logo
GILDGILEAD SCIENCES, INC.Stock
Purchase$1,001 - $15,000Nov 13, 2019Oct 25, 2019PART OF MY SPOUSE'S RETIREMENT...-37.76%
HHC logo
HHCHOWARD HUGHES CORPORATIONStock
Purchase$1,001 - $15,000Nov 13, 2019Oct 22, 2019PART OF MY SPOUSE'S RETIREMENT...-76.16%
INDA logo
INDAISHARES MSCI INDIA ETFExchange Traded Notes
Purchase$1,001 - $15,000Nov 13, 2019Oct 21, 2019PART OF MY SPOUSE'S RETIREMENT...-37.08%
ALL logo
ALLALLSTATE CORPORATIONStock
Purchase$1,001 - $15,000Nov 13, 2019Oct 11, 2019PART OF MY SPOUSE'S RETIREMENT...-12.85%
FDX logo
FDXFEDEX CORPORATIONStock
Purchase$1,001 - $15,000Nov 13, 2019Oct 11, 2019PART OF MY SPOUSE'S RETIREMENT...-40.85%
TEL logo
TELTE CONNECTIVITY LTD. NEW SWITZERLAND REGISTERED SHARESStock
Purchase$1,001 - $15,000Nov 13, 2019Oct 11, 2019PART OF MY SPOUSE'S RETIREMENT...-19.02%
BRK.B logo
BRK.BBERKSHIRE HATHAWAY INC. NEWStock
Purchase$1,001 - $15,000Oct 16, 2019Sep 13, 2019PART OF MY SPOUSE'S RETIREMENT...41.42%
CAT logo
CATCATERPILLAR, INC.Stock
Purchase$1,001 - $15,000Oct 16, 2019Sep 13, 2019PART OF MY SPOUSE'S RETIREMENT...66.56%
CBS logo
CBSCBS CORPORATION CLASS BStock
Purchase$1,001 - $15,000Oct 16, 2019Sep 13, 2019PART OF MY SPOUSE'S RETIREMENT...-10.41%
ERJ logo
ERJEMBRAER S.A.Stock
Purchase$1,001 - $15,000Oct 16, 2019Sep 13, 2019PART OF MY SPOUSE'S RETIREMENT...67.61%
F logo
FFORD MOTOR COMPANYStock
Purchase$1,001 - $15,000Oct 16, 2019Sep 13, 2019PART OF MY SPOUSE'S RETIREMENT...-82.61%
RTN logo
RTNRAYTHEON COMPANYStock
Purchase$1,001 - $15,000Oct 16, 2019Sep 13, 2019PART OF MY SPOUSE'S RETIREMENT...-24.82%
STAY logo
STAYEXTENDED STAY AMERICA, INC. - PAIRED SHARESStock
Purchase$1,001 - $15,000Oct 16, 2019Sep 13, 2019PART OF MY SPOUSE'S RETIREMENT...-4.52%
TPR logo
TPRTAPESTRY, INC.Stock
Sale$1,001 - $15,000Oct 16, 2019Sep 12, 2019PART OF MY SPOUSE'S RETIREMENT...135.32%
null logo
-US TREASUR NT 2.25% 02/20Government Securities and Agency Debt
Purchase$1,001 - $15,000Oct 16, 2019Sep 3, 2019BOND INTEREST. PART OF MY SPOU...-
NWN logo
NWNNORTHWEST NATURAL HOLDING COMPANYStock
Purchase$1,001 - $15,000Sep 4, 2019Aug 15, 2019DIVIDEND REINVESTMENT...-151.39%
KR logo
KRKROGER COMPANYStock
Sale$1,001 - $15,000Sep 4, 2019Aug 8, 2019-86.08%
DANOY logo
DANOYDANONE SPONSORED ADRStock
Purchase$1,001 - $15,000Aug 6, 2019Jun 27, 2019--
KR logo
KRKROGER COMPANYStock
Purchase$1,001 - $15,000Jul 3, 2019Jun 26, 2019-110.65%
null logo
-PIMCO TOTAL RETURN SCorporate Securities (Bonds and Notes)
Sale$1,001 - $15,000Jun 4, 2019May 21, 2019PARTIAL SALE...-
null logo
-DFA US LARGE CAP VALUE PORT INSTL SCorporate Securities (Bonds and Notes)
Sale$1,001 - $15,000Jun 4, 2019May 21, 2019PARTIAL SALE...-
null logo
-PIMCO INTL BOND US SCorporate Securities (Bonds and Notes)
Sale$1,001 - $15,000Jun 4, 2019May 21, 2019PARTIAL SALE...-
NWN logo
NWNNORTHWEST NATURAL HOLDING COMPANYStock
Purchase$1,001 - $15,000Jun 4, 2019May 15, 2019DIVIDEND REINVESTMENT...-149.52%
TPR logo
TPRTAPESTRY, INC.Stock
Purchase$1,001 - $15,000Jun 4, 2019May 15, 2019-65.74%
MEOH logo
MEOHMETHANEX CORPORATIONStock
Purchase$1,001 - $15,000Jun 4, 2019May 9, 2019--136.25%
STAY logo
STAYEXTENDED STAY AMERICA, INC. - PAIRED SHARESStock
Purchase$1,001 - $15,000Jun 4, 2019May 7, 2019--35.67%
XRX logo
XRXXEROX CORPORATIONStock
Sale$1,001 - $15,000Jun 4, 2019May 7, 2019--186.76%
null logo
-INTERNTNL BUSIN 8.375%19Corporate Securities (Bonds and Notes)
Purchase$1,001 - $15,000Jun 4, 2019May 1, 2019BOND INTEREST...-
AAPL logo
AAPLAPPLE INC.Stock
Sale$1,001 - $15,000May 8, 2019Apr 25, 2019-212.30%
NWL logo
NWLNEWELL BRANDS INC.Stock
Sale$1,001 - $15,000May 8, 2019Apr 25, 2019--157.72%
DIS logo
DISWALT DISNEY COMPANYStock
Purchase$1,001 - $15,000May 8, 2019Apr 5, 2019--107.17%
GS logo
GSGOLDMAN SACHS GROUP, INC.Stock
Purchase$1,001 - $15,000May 8, 2019Apr 5, 2019-95.58%
KEY logo
KEYKEYCORPStock
Purchase$1,001 - $15,000May 8, 2019Apr 5, 2019--103.50%
MCK logo
MCKMCKESSON CORPORATIONStock
Purchase$1,001 - $15,000May 8, 2019Apr 5, 2019-380.97%
null logo
-BERKSHIRE HATHAW 2.75%03/15/23Corporate Securities (Bonds and Notes)
Purchase$15,001 - $50,000May 8, 2019Apr 5, 2019PURCHASE OF BERKSHIRE HATHAWAY...-
L logo
LLOEWS CORPORATIONStock
Sale$1,001 - $15,000May 8, 2019Apr 1, 2019--25.56%
DOX logo
DOXAMDOCS LIMITED - ORDINARY SHARESStock
Sale$1,001 - $15,000Apr 11, 2019Mar 20, 2019--42.50%
CIEN logo
CIENCIENA CORPORATIONStock
Sale$1,001 - $15,000Apr 11, 2019Mar 13, 2019--7.35%
HPQ logo
HPQHP INC.Stock
Purchase$1,001 - $15,000Apr 11, 2019Mar 13, 2019--61.91%
PFE logo
PFEPFIZER, INC.Stock
Sale$1,001 - $15,000Apr 11, 2019Mar 13, 2019--156.05%
null logo
-US TREASUR NT 2.25%02/20USTGovernment Securities and Agency Debt
Purchase$1,001 - $15,000Mar 4, 2019Feb 28, 2019BOND INTEREST...-
NWN logo
NWNNORTHWEST NATURAL HOLDING COMPANYStock
Purchase$1,001 - $15,000Mar 18, 2019Feb 15, 2019--149.90%
null logo
-THE JOINERYOwnership Interest (Engaged in a Trade or Business)
Purchase$100,001 - $250,000Feb 11, 2019Jan 31, 2019ADDITIONAL INVESTMENT...-
FDX logo
FDXFEDEX CORPORATIONStock
Purchase$1,001 - $15,000Feb 11, 2019Jan 22, 2019--93.11%
COHR logo
COHRCOHERENT, INC.Stock
Purchase$1,001 - $15,000Jan 16, 2019Jan 4, 2019--158.45%
WY logo
WYWEYERHAEUSER COMPANYStock
Purchase$1,001 - $15,000Jan 16, 2019Jan 2, 2019--113.32%
null logo
-SCHWAB S&P 500 INDEX FDCorporate Securities (Bonds and Notes)
Purchase$1,001 - $15,000Jan 16, 2019Dec 21, 2018DIVIDEND REINVESTMENT...-
VOD logo
VODVODAFONE GROUP PLC - AMERICAN DEPOSITARY SHARES EACH REPRESENTING TEN ORDINARY SHARESStock
Sale$1,001 - $15,000Jan 16, 2019Dec 18, 2018--186.22%
null logo
-DFA US LARGE CAP VALUE PORT INSTLCorporate Securities (Bonds and Notes)
Purchase$1,001 - $15,000Jan 16, 2019Dec 18, 2018DIVIDEND REINVESTMENT...-
AAPL logo
AAPLAPPLE INC.Stock
Purchase$1,001 - $15,000Jan 16, 2019Dec 11, 2018-280.92%
USB logo
USBU.S. BANCORPStock
Purchase$1,001 - $15,000Jan 16, 2019Dec 11, 2018--134.62%
null logo
-NORTHWEST NATURAL GASGovernment Securities and Agency Debt
Purchase$1,001 - $15,000Dec 4, 2018Nov 15, 2018DIVIDEND REINVESTMENT...-
null logo
-MORGAN STANLEY 4%25 DUE 07/23/25Corporate Securities (Bonds and Notes)
Purchase$15,001 - $50,000Dec 5, 2018Nov 13, 2018PURCHASE...-
AAPL logo
AAPLAPPLE INC.Stock
Purchase$1,001 - $15,000Nov 6, 2018Nov 2, 2018-193.03%
BG logo
BGBUNGE LIMITED BUNGE LIMITEDStock
Purchase$1,001 - $15,000Nov 6, 2018Nov 2, 2018--84.37%
NEM logo
NEMNEWMONT MINING CORPORATIONStock
Purchase$1,001 - $15,000Nov 6, 2018Nov 2, 2018--66.53%
TAP logo
TAPMOLSON COORS BREWING COMPANY CLASS BStock
Purchase$1,001 - $15,000Nov 6, 2018Nov 2, 2018--128.46%
null logo
-SCHWAB S&P 500 INDEX FD SCorporate Securities (Bonds and Notes)
Sale$50,001 - $100,000Nov 6, 2018Nov 2, 2018PARTIAL SALE OF INDEX FUND...-
null logo
-INTERNTNL BUSIN 8.375%19 DUE 11/1/19Corporate Securities (Bonds and Notes)
Purchase$1,001 - $15,000Nov 6, 2018Nov 1, 2018BOND INTEREST...-
FLEX logo
FLEXFLEX LTD. - ORDINARY SHARESStock
Purchase$1,001 - $15,000Nov 6, 2018Oct 26, 2018-373.26%
IP logo
IPINTERNATIONAL PAPER COMPANYStock
Purchase$1,001 - $15,000Nov 6, 2018Oct 5, 2018--105.30%
null logo
-ORACLE CORP 2.8%21 DUE 07/08/21Corporate Securities (Bonds and Notes)
Purchase$15,001 - $50,000Sep 27, 2018Sep 20, 2018BUY...-
null logo
-DEERE JOHN CAPI 3.125%21 DUE 09/10/21Corporate Securities (Bonds and Notes)
Purchase$15,001 - $50,000Sep 27, 2018Sep 17, 2018BUY...-
null logo
-US TREASUR NT 2.25%02/20USTGovernment Securities and Agency Debt
Purchase$1,001 - $15,000Sep 27, 2018Aug 31, 2018BOND INTEREST...-
NWN logo
NWNNORTHWEST NATURAL GAS COMPANYStock
Purchase$1,001 - $15,000Aug 20, 2018Aug 15, 2018DIVIDEND REINVESTMENT...-147.73%
COHR logo
COHRCOHERENT, INC.Stock
Purchase$1,001 - $15,000Aug 15, 2018Jul 19, 2018--163.70%
null logo
-APPLIED MATERIALS 4.3%21 DUE 06/15/21Corporate Securities (Bonds and Notes)
Purchase$15,001 - $50,000Aug 15, 2018Jul 19, 2018PURCHASE OF APPLIED MATERIALS....-
AGN logo
AGNALLERGAN PLC ORDINARY SHARESStock
Purchase$1,001 - $15,000Aug 15, 2018Jul 17, 2018-5.60%
BWA logo
BWABORGWARNER INC.Stock
Purchase$1,001 - $15,000Aug 15, 2018Jul 17, 2018--137.39%
C logo
CCITIGROUP, INC.Stock
Purchase$1,001 - $15,000Aug 15, 2018Jul 17, 2018--101.03%
CBS logo
CBSCBS CORPORATION CLASS BStock
Purchase$1,001 - $15,000Aug 15, 2018Jul 17, 2018--40.74%
DOX logo
DOXAMDOCS LIMITED - ORDINARY SHARESStock
Purchase$1,001 - $15,000Aug 15, 2018Jul 17, 2018--78.95%
GILD logo
GILDGILEAD SCIENCES, INC.Stock
Purchase$1,001 - $15,000Aug 15, 2018Jul 17, 2018--80.65%
L logo
LLOEWS CORPORATIONStock
Purchase$1,001 - $15,000Aug 15, 2018Jul 17, 2018--33.13%
TEL logo
TELTE CONNECTIVITY LTD. NEW SWITZERLAND REGISTERED SHARESStock
Purchase$1,001 - $15,000Aug 15, 2018Jul 17, 2018--34.37%
VOD logo
VODVODAFONE GROUP PLC - AMERICAN DEPOSITARY SHARES EACH REPRESENTING TEN ORDINARY SHARESStock
Purchase$1,001 - $15,000Aug 15, 2018Jul 17, 2018--171.81%
TAP logo
TAPMOLSON COORS BREWING COMPANY CLASS BStock
Purchase$1,001 - $15,000Jul 12, 2018Jul 9, 2018--132.28%
DNB logo
DNBDUN & BRADSTREET CORPORATIONStock
Sale$1,001 - $15,000Jul 12, 2018Jul 6, 2018--206.49%
GE logo
GEGENERAL ELECTRIC COMPANYStock
Sale$1,001 - $15,000Jul 12, 2018Jul 5, 2018-115.55%
null logo
-CATERPILLAR INC 3.9%21 DUE 05/27/21Corporate Securities (Bonds and Notes)
Purchase$15,001 - $50,000Jul 12, 2018Jun 26, 2018PURCHASE OF CATERPILLAR...-
null logo
-IBM CORP 8.375%19DUE11/01/19Corporate Securities (Bonds and Notes)
Purchase$15,001 - $50,000Jun 26, 2018Jun 19, 2018PURCHASE OF IBM CORP 8.375%...-
TWX logo
TWXTIME WARNER INC. NEWStock
Exchange$1,001 - $15,000Jul 12, 2018Jun 15, 2018CASH/STOCK MERGER WITH AT & T ...-
MCK logo
MCKMCKESSON CORPORATIONStock
Purchase$1,001 - $15,000Jun 26, 2018Jun 14, 2018-243.99%
null logo
-MERCK & CO INC DI 2.4%22 DUE09/15/22Corporate Securities (Bonds and Notes)
Purchase$15,001 - $50,000Jun 26, 2018Jun 6, 2018PURCHASE OF MERCK & CO INC...-
null logo
-POWERSHARES FUNDAME HVariable Annuity
Sale$50,001 - $100,000Jun 26, 2018Jun 1, 2018SALE OF POWERSHARES...-
HCP logo
HCPHCP, INC.Stock
Purchase$1,001 - $15,000Jun 26, 2018May 25, 2018--70.79%
JNJ logo
JNJJOHNSON & JOHNSONStock
Purchase$1,001 - $15,000Jun 26, 2018May 25, 2018--95.41%
PG logo
PGPROCTER & GAMBLE COMPANYStock
Purchase$1,001 - $15,000Jun 26, 2018May 25, 2018--3.16%
null logo
-ROYAL DUTCH SHELL ADR 1 ADR REPS 2 ORD SHARESGovernment Securities and Agency Debt
Sale$1,001 - $15,000Jun 26, 2018May 25, 2018--
CSCO logo
CSCOCISCO SYSTEMS, INC.Stock
Purchase$1,001 - $15,000Jun 26, 2018May 17, 2018--74.85%
NWN logo
NWNNORTHWEST NATURAL GAS COMPANYStock
Purchase$1,001 - $15,000Jun 25, 2018May 15, 2018DIVIDEND REINVESTMENT...-151.20%
VOD logo
VODVODAFONE GROUP PLC - AMERICAN DEPOSITARY SHARES EACH REPRESENTING TEN ORDINARY SHARESStock
Purchase$1,001 - $15,000Jun 26, 2018May 15, 2018--183.56%
null logo
-NIKE INC 2.375%26DUE11/01/26Other
Purchase$15,001 - $50,000Jun 26, 2018May 11, 2018PURCHASE OF NIKE INC 2.375%26...-
WMT logo
WMTWALMART INC.Stock
Purchase$1,001 - $15,000May 11, 2018May 9, 2018-131.56%
AIG logo
AIGAMERICAN INTERNATIONAL GROUP, INC. NEWStock
Purchase$1,001 - $15,000May 11, 2018May 7, 2018--65.72%
LEG logo
LEGLEGGETT & PLATT, INCORPORATEDStock
Purchase$1,001 - $15,000May 11, 2018May 4, 2018--198.05%
PFE logo
PFEPFIZER, INC.Stock
Purchase$1,001 - $15,000May 11, 2018May 4, 2018--157.37%
T logo
TAT&T INC.Stock
Purchase$1,001 - $15,000May 11, 2018Apr 27, 2018--140.74%
STT logo
STTSTATE STREET CORPORATIONStock
Purchase$1,001 - $15,000May 11, 2018Apr 20, 2018--122.68%
ERJ logo
ERJEMBRAER S.A.Stock
Purchase$1,001 - $15,000May 11, 2018Apr 9, 2018--22.07%
T logo
TAT&T INC.
Purchase$15,001 - $50,000Apr 5, 2018Mar 21, 2018--143.29%
null logo
-US TREASUR NT 2.25%02/20UST
Purchase$100,001 - $250,000Apr 5, 2018Mar 16, 2018--
null logo
-US TREASUR NT 2.75%02/28UST
Purchase$15,001 - $50,000Apr 5, 2018Mar 16, 2018--
KR logo
KRKROGER COMPANY
Purchase$1,001 - $15,000Apr 5, 2018Mar 8, 2018-76.61%
AVT logo
AVTAVNET, INC.
Purchase$1,001 - $15,000Apr 5, 2018Mar 7, 2018--96.27%
AZN logo
AZNASTRAZENECA PLC
Purchase$1,001 - $15,000Apr 5, 2018Mar 7, 2018--17.54%
DNB logo
DNBDUN & BRADSTREET CORPORATION
Purchase$1,001 - $15,000Apr 5, 2018Mar 7, 2018--208.52%
JPM logo
JPMJP MORGAN CHASE & CO.
Purchase$1,001 - $15,000Apr 5, 2018Mar 7, 2018-15.45%
LEG logo
LEGLEGGETT & PLATT, INCORPORATED
Purchase$1,001 - $15,000Apr 5, 2018Mar 7, 2018--194.36%
MGA logo
MGAMAGNA INTERNATIONAL, INC.
Purchase$1,001 - $15,000Apr 5, 2018Mar 7, 2018--144.67%
NWN logo
NWNNORTHWEST NATURAL GAS COMPANY
Sale$15,001 - $50,000Apr 5, 2018Mar 7, 2018--143.35%
WFC logo
WFCWELLS FARGO & COMPANY
Sale$1,001 - $15,000Apr 5, 2018Mar 7, 2018--80.79%
XOM logo
XOMEXXON MOBIL CORPORATION
Sale$1,001 - $15,000Apr 5, 2018Mar 7, 2018--69.75%
Y logo
YALLEGHANY CORPORATION
Purchase$1,001 - $15,000Apr 5, 2018Mar 7, 2018--1.12%
null logo
-US TREASUR NT 2.25%02/20UST
Purchase$250,001 - $500,000Apr 5, 2018Mar 7, 2018--
null logo
-US TREASUR NT 2.75%02/28UST
Purchase$15,001 - $50,000Apr 5, 2018Mar 6, 2018--
AGN logo
AGNALLERGAN PLC ORDINARY SHARES
Purchase$1,001 - $15,000Mar 6, 2018Feb 28, 2018-17.36%
C logo
CCITIGROUP, INC.
Purchase$1,001 - $15,000Mar 6, 2018Feb 28, 2018--116.92%
CIEN logo
CIENCIENA CORPORATION
Purchase$1,001 - $15,000Mar 6, 2018Feb 28, 2018-126.26%
GILD logo
GILDGILEAD SCIENCES, INC.
Purchase$1,001 - $15,000Mar 6, 2018Feb 28, 2018--90.21%
HHC logo
HHCHOWARD HUGHES CORPORATION
Purchase$1,001 - $15,000Mar 6, 2018Feb 28, 2018--102.76%
IMAX logo
IMAXIMAX CORPORATION
Purchase$1,001 - $15,000Mar 6, 2018Feb 28, 2018--92.34%
JNJ logo
JNJJOHNSON & JOHNSON
Purchase$1,001 - $15,000Mar 6, 2018Feb 28, 2018--103.83%
KR logo
KRKROGER COMPANY
Purchase$1,001 - $15,000Mar 6, 2018Feb 28, 2018-29.98%
PFE logo
PFEPFIZER, INC.
Purchase$1,001 - $15,000Mar 6, 2018Feb 28, 2018--155.58%
PG logo
PGPROCTER & GAMBLE COMPANY
Purchase$1,001 - $15,000Mar 6, 2018Feb 28, 2018--15.18%
QCOM logo
QCOMQUALCOMM INCORPORATED
Purchase$1,001 - $15,000Mar 6, 2018Feb 28, 2018-17.01%
T logo
TAT&T INC.
Purchase$1,001 - $15,000Mar 6, 2018Feb 28, 2018--144.00%
TWX logo
TWXTIME WARNER INC. NEW
Purchase$1,001 - $15,000Mar 6, 2018Feb 28, 2018-3.56%
VOD logo
VODVODAFONE GROUP PLC - AMERICAN DEPOSITARY SHARES EACH REPRESENTING TEN ORDINARY SHARES
Purchase$1,001 - $15,000Mar 6, 2018Feb 28, 2018--184.79%
XOM logo
XOMEXXON MOBIL CORPORATION
Purchase$1,001 - $15,000Mar 6, 2018Feb 28, 2018--73.79%
XRX logo
XRXXEROX CORPORATION
Purchase$1,001 - $15,000Mar 6, 2018Feb 28, 2018--197.92%
null logo
-ROYAL DUTCH SHELL
Purchase$1,001 - $15,000Mar 6, 2018Feb 28, 2018ROYAL DUTCH SHELL FSPONDORED A...-
AIG logo
AIGAMERICAN INTERNATIONAL GROUP, INC. NEW
Purchase$1,001 - $15,000Mar 6, 2018Feb 27, 2018--72.77%
NWN logo
NWNNORTHWEST NATURAL GAS COMPANY
Purchase$1,001 - $15,000Mar 6, 2018Feb 15, 2018DIVIDEND REINVESTMENT...-144.69%
NWN logo
NWNNORTHWEST NATURAL GAS COMPANY
Purchase$1,001 - $15,000Feb 20, 2018Feb 15, 2018DIVIDEND REINVESTMENT...-144.69%
GS logo
GSGOLDMAN SACHS GROUP, INC.
Purchase$1,001 - $15,000Feb 8, 2018Jan 17, 2018-28.64%
USB logo
USBU.S. BANCORP
Purchase$1,001 - $15,000Feb 8, 2018Jan 17, 2018--131.94%
WFC logo
WFCWELLS FARGO & COMPANY
Purchase$1,001 - $15,000Feb 8, 2018Jan 12, 2018--89.64%
SIEGY logo
SIEGYSIEMENS AG AMERICAN DEPOSITARY SHARES
Purchase$1,001 - $15,000Feb 8, 2018Jan 11, 2018--
GE logo
GEGENERAL ELECTRIC COMPANY
Purchase$1,001 - $15,000Jan 4, 2018Dec 26, 2017-34.89%
NWL logo
NWLNEWELL BRANDS INC.
Purchase$1,001 - $15,000Jan 4, 2018Dec 21, 2017--199.34%
null logo
-CAMPBELL COURT-NOB HILL - REAL ESTATE
Sale$100,001 - $250,000Jan 4, 2018Dec 1, 2017SALE OF INTEREST IN CAMPBELL C...-
NWN logo
NWNNORTHWEST NATURAL GAS COMPANY
Sale$50,001 - $100,000Nov 28, 2017Nov 21, 2017EXERCISE OF STOCK OPTION SHARE...-167.62%
NWN logo
NWNNORTHWEST NATURAL GAS COMPANY
Purchase$1,001 - $15,000Nov 20, 2017Nov 16, 2017DIVIDEND REINVESTMENT...-168.99%
NWN logo
NWNNORTHWEST NATURAL GAS COMPANY
Purchase$1,001 - $15,000Nov 20, 2017Nov 15, 2017DIVIDEND REINVESTMENT...-170.93%
NWN logo
NWNNORTHWEST NATURAL GAS COMPANY
Purchase$1,001 - $15,000Aug 22, 2017Aug 15, 2017DIVIDEND REINVESTMENT...-177.87%
NWN logo
NWNNORTHWEST NATURAL GAS COMPANY
Purchase$1,001 - $15,000Sep 12, 2017Aug 15, 2017DIVIDEND REINVESTMENT...-177.87%
NWN logo
NWNNORTHWEST NATURAL GAS COMPANY
Purchase$1,001 - $15,000Jun 1, 2017May 16, 2017DIVIDEND REINVESTMENT...-178.47%
NWN logo
NWNNORTHWEST NATURAL GAS COMPANY
Purchase$1,001 - $15,000May 23, 2017May 15, 2017DIVIDEND REINVESTMENT...-179.20%
NWN logo
NWNNORTHWEST NATURAL GAS COMPANY
Sale$50,001 - $100,000Feb 23, 2017Feb 17, 2017EXERCISE OF STOCK OPTION SHARE...-183.56%
NWN logo
NWNNORTHWEST NATURAL GAS COMPANY
Sale$50,001 - $100,000May 2, 2017Feb 17, 2017EXERCISE OF STOCK OPTION SHARE...-183.56%
NWN logo
NWNNORTHWEST NATURAL GAS COMPANY
Purchase$1,001 - $15,000Mar 20, 2017Feb 16, 2017DIVIDEND REINVESTMENT...-184.12%
NWN logo
NWNNORTHWEST NATURAL GAS COMPANY
Purchase$1,001 - $15,000Feb 23, 2017Feb 15, 2017REINVESTMENT OF DIVIDEND DISTR...-183.58%
null logo
-THE JOINERY
Purchase$1,001 - $15,000Feb 8, 2017Feb 8, 2017ADDITIONAL INVESTMENT...-
null logo
-THE JOINERY
Purchase$1,001 - $15,000Jan 6, 2017Dec 9, 2016ADDITIONAL INVESTMENT...-
NWN logo
NWNNORTHWEST NATURAL GAS COMPANY
Purchase$1,001 - $15,000Dec 9, 2016Nov 16, 2016REINVESTMENT OF DIVIDEND DISTR...-200.27%
NWN logo
NWNNORTHWEST NATURAL GAS COMPANY
Purchase$1,001 - $15,000Nov 21, 2016Nov 15, 2016REINVESTMENT OF DIVIDEND DISTR...-199.63%
NWN logo
NWNNORTHWEST NATURAL GAS COMPANY
Purchase$1,001 - $15,000Aug 18, 2016Aug 15, 2016REINVESTMENT OF DIVIDEND DISTR...-205.98%
NWN logo
NWNNORTHWEST NATURAL GAS COMPANY
Purchase$1,001 - $15,000May 19, 2016May 13, 2016REINVESTMENT OF DIVIDEND DISTR...-219.35%
NWN logo
NWNNORTHWEST NATURAL GAS COMPANY
Purchase$1,001 - $15,000Feb 19, 2016Feb 12, 2016REINVESTMENT OF DIVIDEND DISTR...-240.89%
NWN logo
NWNNORTHWEST NATURAL GAS COMPANY
Sale$15,001 - $50,000Nov 25, 2015Nov 19, 2015EXERCISE OF STOCK OPTION SHARE...-200.19%
NWN logo
NWNNORTHWEST NATURAL GAS COMPANY
Purchase$1,001 - $15,000Nov 19, 2015Nov 13, 2015REINVESTMENT OF DIVIDEND DISTR...-205.76%
NWN logo
NWNNORTHWEST NATURAL GAS COMPANY
Purchase$1,001 - $15,000Aug 25, 2015Aug 14, 2015REINVESTMENT OF DIVIDEND DISTR...-196.54%
NWN logo
NWNNORTHWEST NATURAL GAS COMPANY
Sale$15,001 - $50,000Jul 7, 2015Jul 1, 2015EXERCISE OF STOCK OPTION SHARE...-190.85%
NWN logo
NWNNORTHWEST NATURAL GAS COMPANY
Purchase$1,001 - $15,000May 19, 2015May 15, 2015REINVESTMENT OF DIVIDEND DISTR...-190.10%
NWN logo
NWNNORTHWEST NATURAL GAS COMPANY
Purchase$1,001 - $15,000Mar 24, 2015Mar 20, 2015CONTRIBUTION TO RETIREMENT ACC...-196.70%
NWN logo
NWNNORTHWEST NATURAL GAS COMPANY
Purchase$15,001 - $50,000Mar 24, 2015Mar 1, 2015PART OF COMPENSATION AND LONG ...-192.53%
NWN logo
NWNNORTHWEST NATURAL GAS COMPANY
Purchase$15,001 - $50,000Mar 24, 2015Feb 25, 2015PART OF COMPENSATION AND LONG ...-195.83%
NWN logo
NWNNORTHWEST NATURAL GAS COMPANY
Purchase$1,001 - $15,000Feb 17, 2015Feb 13, 2015REINVESTMENT OF DIVIDEND DISTR...-198.23%
NWN logo
NWNNORTHWEST NATURAL GAS COMPANY
Purchase$1,001 - $15,000Nov 19, 2014Nov 14, 2014REINVESTMENT OF DIVIDEND DISTR...-203.18%
NWN logo
NWNNORTHWEST NATURAL GAS COMPANY
Purchase$1,001 - $15,000Aug 21, 2014Aug 15, 2014REINVESTMENT OF DIVIDEND DISTR...-212.60%
NWN logo
NWNNORTHWEST NATURAL GAS COMPANY
Purchase$1,001 - $15,000May 20, 2014May 15, 2014REINVESTMENT OF DIVIDEND DISTR...-225.77%
NWN logo
NWNNORTHWEST NATURAL GAS COMPANY
Purchase$1,001 - $15,000Apr 14, 2014Mar 21, 2014--223.55%
PART INTEREST logo
PART INTERESTTHE JOINERY
Purchase$100,001 - $250,000May 6, 2014Nov 1, 2013THIS PTR WAS INADVERTENTLY NOT...-

Estimated Live Stock Portfolio

Ticker
Current Holding
Portfolio Allocation

...

...

Disclosed Holdings

Ticker
Asset Type
Asset Name
Amount
Owner
Report Year
Filed

*These holdings are collected from annual financial disclosure statements. There are occasionally parsing errors, and it does not include recent transactions.

Fundrasing
Spending
Cash On Hand

Corporate PAC Donors

Ticker
Company Committee
Recipient Committee
Amount
Date
Party
Cycle

Proposed Legislation

Click on a row for more details

Title
Introduced
Latest Action Date