Profile overview
This page brings together recent disclosed trades, linked issuers, and future profile-level context for this official.
Recent trades
| Issuer | Ticker | Type | Trade Date | Filed Date | Amount |
|---|---|---|---|---|---|
| iShares Russell 1000 Growth | ETFIWF:US | Sell | 2026-04-13 | 2026-05-01 | |
| iShares Russell 1000 Value | ETFIWD:US | Sell | 2026-04-13 | 2026-05-01 | |
| Wells Fargo & Co | WFC:US | Buy | 2026-04-13 | 2026-05-01 | |
| Microsoft Corp | MSFT:US | Buy | 2026-04-13 | 2026-05-01 | |
| Honeywell International Inc | HON:US | Sell | 2026-03-20 | 2026-05-01 | |
| Cheniere Energy Inc | LNG:US | Sell | 2026-03-20 | 2026-05-01 | |
| Apple Inc | AAPL:US | Buy | 2026-03-20 | 2026-05-01 | |
| Fifth Third Bancorp | FITB:US | Buy | 2026-03-20 | 2026-05-01 | |
| iShares Russell 1000 Value | ETFIWD:US | Buy | 2026-03-23 | 2026-05-01 | |
| FIRST TR TACTICAL HI YLD | ETFHYLS:US | Sell | 2026-03-30 | 2026-05-01 | |
| FIRST TRUST SMITH OPPRTNY | FIFIXD:US | Sell | 2026-03-30 | 2026-05-01 | |
| First Trust Preferred Securities and Income | ETFFPE:US | Sell | 2026-03-30 | 2026-05-01 | |
| FIRST TRUST STRUCTURE | INCOMESCIO:US | Buy | 2026-03-30 | 2026-05-01 | |
| First Trust Exchange-Traded Fund IV Senior Loan Fund | FTSL:US | Buy | 2026-03-30 | 2026-05-01 | |
| FIRST TRUST LNG DTN OPPO | ETFLGOV:US | Buy | 2026-03-30 | 2026-05-01 | |
| FIRST TRUST CO INVEST GR | ETFFTCB:US | Buy | 2026-03-30 | 2026-05-01 | |
| Vanguard FTSE Europe | ETFVGK:US | Sell | 2026-04-01 | 2026-05-01 | |
| XTRACKERS MSCI EU HGD EQ | ETFDBEU:US | Buy | 2026-04-01 | 2026-05-01 | |
| Amgen Inc | AMGN:US | Sell | 2026-04-06 | 2026-05-01 | |
| Amgen Inc | AMGN:US | Sell | 2026-04-07 | 2026-05-01 |