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Approximation from disclosed value-range midpoints; it is not a brokerage portfolio, exact cost basis, or verified current ownership.
| Date | Ticker | Type | Amount | Return |
|---|---|---|---|---|
| Apr 29, 2020 | Westbrand, Inc. Comp | Buy | $1,001 - $15,000 | — |
| Jan 29, 2020 | BMEZ | Buy |
Data sourced from STOCK Act periodic transaction reports. Return % is stock price change from trade date to today — not a cost-basis return.
4.1% |
| — |
| PRU | $325.00K | 3.8% | +62.4% |
| MCD | $300.00K | 3.5% | — |
| IVZ | $267.50K | 3.1% | — |
| SBUX | $250.00K | 2.9% | — |
| WMT | $250.00K | 2.9% | — |
| CG | $175.00K | 2.0% | — |
| F | $175.00K | 2.0% | — |
| EL | $175.00K | 2.0% | — |
| BX | $175.00K | 2.0% | — |
| AJG | $175.00K | 2.0% | — |
| CMI | $175.00K | 2.0% | — |
| HON | $175.00K | 2.0% | — |
| NKE | $175.00K | 2.0% | — |
| PG | $175.00K | 2.0% | — |
| KO | $175.00K | 2.0% | — |
| DPS | $175.00K | 2.0% | — |
| AVGO | $175.00K | 2.0% | — |
| BIV | $175.00K | 2.0% | +7.4% |
| BMEZ | $175.00K | 2.0% | -16.2% |
| IBM | $150.00K | 1.7% | — |
| VFC | $150.00K | 1.7% | — |
| CAT | $150.00K | 1.7% | — |
| AAPL | $150.00K | 1.7% | — |
| FB | $150.00K | 1.7% | — |
| CCI | $150.00K | 1.7% | — |
| LYB | $150.00K | 1.7% | — |
| AMZN | $150.00K | 1.7% | — |
| MET | $150.00K | 1.7% | — |
| DOW | $150.00K | 1.7% | — |
| XOM | $150.00K | 1.7% | — |
| KDP | $107.50K | 1.2% | — |
| GIS | $100.00K | 1.2% | — |
| CTSH | $75.00K | 0.9% | — |
| YUM | $75.00K | 0.9% | — |
| ADP | $75.00K | 0.9% | — |
| UA-C | $75.00K | 0.9% | — |
| HAS | $75.00K | 0.9% | — |
| TJX | $75.00K | 0.9% | — |
| VZ | $75.00K | 0.9% | — |
| INTC | $75.00K | 0.9% | — |
| MDLZ | $75.00K | 0.9% | — |
| JETS | $75.00K | 0.9% | — |
| XSLV | $75.00K | 0.9% | — |
| PRNHX | $75.00K | 0.9% | — |
| TGT | $75.00K | 0.9% | — |
| FCNTX | $75.00K | 0.9% | — |
| FLMVX | $75.00K | 0.9% | — |
| CE | $75.00K | 0.9% | — |
| NFLX | $75.00K | 0.9% | — |
| CVX | $75.00K | 0.9% | — |
| EXC | $75.00K | 0.9% | — |
| TWO | $75.00K | 0.9% | — |
| MPC | $75.00K | 0.9% | +535.7% |
| VFIJX | $75.00K | 0.9% | +5.3% |
| SLB | $75.00K | 0.9% | +42.2% |
| T | $42.50K | 0.5% | — |
| NOG | $32.50K | 0.4% | — |
| GOOG | $32.50K | 0.4% | — |
| KTB | $32.50K | 0.4% | — |
Estimated from disclosed trades only. Cost basis uses midpoint of reported ranges.sale_full closes the position entirely.
| $100,001 - $250,000 |
| -16.2% |
| Dec 31, 2019 | MPC | Buy | $50,001 - $100,000 | +535.7% |
| Dec 31, 2019 | BIV | Buy | $100,001 - $250,000 | +7.4% |
| Dec 31, 2019 | VFIJX | Buy | $50,001 - $100,000 | +5.3% |
| Dec 31, 2019 | SLB | Buy | $50,001 - $100,000 | +42.2% |
| Dec 23, 2019 | GTX | Sell (Full) | $1,001 - $15,000 | +153.3% |
| Dec 23, 2019 | KHC | Sell (Full) | $100,001 - $250,000 | -19.0% |
| Dec 23, 2019 | REZI | Sell (Full) | $1,001 - $15,000 | +123.6% |
| Dec 23, 2019 | TGBAX | Sell (Full) | $100,001 - $250,000 | -4.6% |
| Nov 19, 2019 | PRU | Buy | $100,001 - $250,000 | +25.3% |
| Nov 19, 2019 | BSTZ | Buy | $100,001 - $250,000 | — |
| Nov 5, 2019 | IVZ | Buy | $50,001 - $100,000 | — |
| Nov 5, 2019 | XOM | Buy | $50,001 - $100,000 | — |
| Nov 4, 2019 | CVX | Buy | $50,001 - $100,000 | — |
| Nov 4, 2019 | EXC | Buy | $50,001 - $100,000 | — |
| Nov 4, 2019 | XOM | Buy | $50,001 - $100,000 | — |
| Nov 4, 2019 | TWO | Buy | $50,001 - $100,000 | — |
| Oct 28, 2019 | Blackridge Financial | Buy | $5,000,001 - $25,000,000 | — |
| Oct 21, 2019 | IBM | Buy | $50,001 - $100,000 | — |
| Oct 3, 2019 | Westbrand, Inc. stoc | Buy | $15,001 - $50,000 | — |
| Sep 24, 2019 | KTB | Buy | $15,001 - $50,000 | — |
| Sep 24, 2019 | NFLX | Buy | $50,001 - $100,000 | — |
| Aug 22, 2019 | DOW | Buy | $50,001 - $100,000 | — |
| Jul 23, 2019 | CVS | Sell (Full) | $50,001 - $100,000 | — |
| Jul 23, 2019 | UPS | Sell (Full) | $100,001 - $250,000 | — |
| Jun 26, 2019 | BSTZ | Buy | $100,001 - $250,000 | — |
| May 30, 2019 | CE | Buy | $50,001 - $100,000 | — |
| May 30, 2019 | DOW | Buy | $50,001 - $100,000 | — |
| Apr 25, 2019 | KDP | Buy | $15,001 - $50,000 | — |
| Apr 9, 2019 | Westbrand, Inc. Comp | Buy | $15,001 - $50,000 | — |
| Mar 22, 2019 | PRNHX | Buy | $50,001 - $100,000 | — |
| Mar 22, 2019 | CCI | Buy | $50,001 - $100,000 | — |
| Mar 22, 2019 | MET | Buy | $50,001 - $100,000 | — |
| Mar 22, 2019 | TGT | Buy | $50,001 - $100,000 | — |
| Mar 22, 2019 | FCNTX | Buy | $50,001 - $100,000 | — |
| Mar 22, 2019 | IVZ | Buy | $50,001 - $100,000 | — |
| Mar 22, 2019 | KDP | Buy | $50,001 - $100,000 | — |
| Mar 22, 2019 | FLMVX | Buy | $50,001 - $100,000 | — |
| Mar 8, 2019 | XSLV | Buy | $50,001 - $100,000 | — |
| Feb 27, 2019 | LYB | Buy | $50,001 - $100,000 | — |
| Jan 19, 2019 | WTW | Sell (Full) | $15,001 - $50,000 | — |
| Jan 4, 2019 | AAPL | Buy | $50,001 - $100,000 | — |
| Dec 27, 2018 | WTW | Sell (Partial) | $15,001 - $50,000 | — |
| Dec 27, 2018 | BX | Buy | $100,001 - $250,000 | — |
| Dec 27, 2018 | IVZ | Sell (Partial) | $15,001 - $50,000 | — |
| Dec 27, 2018 | FDX | Sell (Full) | $15,001 - $50,000 | — |
| Dec 27, 2018 | TAP | Sell (Full) | $100,001 - $250,000 | — |
| Dec 27, 2018 | DWDP | Sell (Full) | $50,001 - $100,000 | — |
| Dec 27, 2018 | BUD | Sell (Full) | $50,001 - $100,000 | — |
| Dec 27, 2018 | T | Sell (Partial) | $15,001 - $50,000 | — |
| Nov 7, 2018 | WTW | Buy | $15,001 - $50,000 | — |
| Oct 15, 2018 | Westbrand, Inc. Comp | Buy | $1,001 - $15,000 | — |
| Sep 19, 2018 | FDX | Buy | $50,001 - $100,000 | — |
| Aug 3, 2018 | CAT | Buy | $50,001 - $100,000 | — |
| Jul 26, 2018 | WTW | Buy | $100,001 - $250,000 | — |
| Jul 25, 2018 | Westbrand, Inc. Comp | Buy | $15,001 - $50,000 | — |
| Jun 27, 2018 | T | Buy | $50,001 - $100,000 | — |
| Jun 7, 2018 | CVS | Buy | $50,001 - $100,000 | — |
| Jun 7, 2018 | MET | Buy | $50,001 - $100,000 | — |
| Jun 1, 2018 | AMZN | Buy | $50,001 - $100,000 | — |
| May 23, 2018 | T | Sell (Partial) | $50,001 - $100,000 | — |
| May 23, 2018 | GIS | Sell (Partial) | $50,001 - $100,000 | — |
| Apr 18, 2018 | IBM | Buy | $50,001 - $100,000 | — |
| Mar 27, 2018 | DWDP | Buy | $50,001 - $100,000 | — |
| Mar 27, 2018 | UPS | Buy | $50,001 - $100,000 | — |
| Mar 5, 2018 | WMT | Buy | $50,001 - $100,000 | — |
| Mar 5, 2018 | CAT | Buy | $50,001 - $100,000 | — |
| Mar 5, 2018 | DWDP | Buy | $50,001 - $100,000 | — |
| Feb 20, 2018 | WMT | Buy | $100,001 - $250,000 | — |
| Feb 20, 2018 | WTW | Buy | $100,001 - $250,000 | — |
| Feb 5, 2018 | WTW | Sell (Full) | $250,001 - $500,000 | — |
| Jan 24, 2018 | JETS | Buy | $50,001 - $100,000 | — |
| Dec 29, 2017 | AVGO | Buy | $100,001 - $250,000 | — |
| Dec 29, 2017 | AMZN | Buy | $50,001 - $100,000 | — |
| Dec 21, 2017 | WTW | Buy | $1,001 - $15,000 | — |
| Sep 21, 2017 | NGG | Sell (Full) | $100,001 - $250,000 | — |
| Sep 21, 2017 | IBM | Sell (Full) | $15,001 - $50,000 | — |
| Sep 21, 2017 | QCOM | Sell (Full) | $100,001 - $250,000 | — |
| Jul 26, 2017 | DPS | Buy | $100,001 - $250,000 | — |
| Jul 25, 2017 | WESTBRAND, INC. STOC | Buy | $500,001 - $1,000,000 | — |
| Jul 19, 2017 | WESTBRAND, INC. BANK | Buy | $100,001 - $250,000 | — |
| May 17, 2017 | FB | Buy | $50,001 - $100,000 | — |
| May 17, 2017 | LYB | Buy | $50,001 - $100,000 | — |
| May 15, 2017 | F | Buy | $100,001 - $250,000 | — |
| May 15, 2017 | WTW | Buy | $50,001 - $100,000 | — |
| Apr 24, 2017 | MDLZ | Buy | $50,001 - $100,000 | — |
| Apr 24, 2017 | IBM | Buy | $50,001 - $100,000 | — |
| Apr 21, 2017 | GIS | Buy | $100,001 - $250,000 | — |
| Apr 21, 2017 | SBUX | Buy | $50,001 - $100,000 | — |
| Apr 20, 2017 | KSS | Sell (Full) | $50,001 - $100,000 | — |
| Apr 20, 2017 | SPG | Sell (Full) | $100,001 - $250,000 | — |
| Apr 5, 2017 | WESTBRAND, INC. BANK | Buy | $15,001 - $50,000 | — |
| Mar 29, 2017 | WESTBRAND, INC. BANK | Buy | $15,001 - $50,000 | — |
| Mar 2, 2017 | NGG | Buy | $100,001 - $250,000 | — |
| Mar 2, 2017 | QCOM | Buy | $100,001 - $250,000 | — |
| Mar 2, 2017 | UPS | Buy | $50,001 - $100,000 | — |
| Feb 15, 2017 | CCI | Buy | $50,001 - $100,000 | — |
| Feb 15, 2017 | KSS | Buy | $50,001 - $100,000 | — |
| Jan 25, 2017 | MRK | Sell (Full) | $50,001 - $100,000 | — |
| Jan 24, 2017 | WTW | Buy | $50,001 - $100,000 | — |
| Jan 23, 2017 | VFC | Buy | $50,001 - $100,000 | — |
| Jan 20, 2017 | VZ | Buy | $50,001 - $100,000 | — |
| Jan 20, 2017 | AMGN | Sell (Full) | $50,001 - $100,000 | — |
| Jan 20, 2017 | PEP | Buy | $100,001 - $250,000 | — |
| Jan 20, 2017 | PG | Buy | $100,001 - $250,000 | — |
| Jan 20, 2017 | JNJ | Sell (Full) | $100,001 - $250,000 | — |
| Jan 20, 2017 | PFE | Sell (Full) | $50,001 - $100,000 | — |
| Jan 20, 2017 | KO | Buy | $100,001 - $250,000 | — |
| Jan 20, 2017 | INTC | Buy | $50,001 - $100,000 | — |
| Jan 20, 2017 | BMY | Sell (Full) | $50,001 - $100,000 | — |
| Jan 20, 2017 | CSCO | Buy | $100,001 - $250,000 | — |
| Jan 20, 2017 | ABBV | Sell (Full) | $100,001 - $250,000 | — |
| Jan 20, 2017 | T | Buy | $50,001 - $100,000 | — |
| Jan 12, 2017 | THE CAMPBELL FUND TR | Sell (Full) | $50,001 - $100,000 | — |
| Jan 4, 2017 | SPG | Buy | $100,001 - $250,000 | — |
| Jan 4, 2017 | NKE | Buy | $100,001 - $250,000 | — |
| Dec 28, 2016 | F | Sell (Full) | $100,001 - $250,000 | — |
| Dec 28, 2016 | CSX | Sell (Full) | $50,001 - $100,000 | — |
| Dec 23, 2016 | WFC | Sell (Full) | $100,001 - $250,000 | — |
| Dec 23, 2016 | Westbrand, Inc. Bank | Buy | $250,001 - $500,000 | — |
| Dec 22, 2016 | IBM | Sell (Full) | $100,001 - $250,000 | — |
| Dec 22, 2016 | UNP | Sell (Full) | $100,001 - $250,000 | — |
| Dec 22, 2016 | VSAT | Sell (Full) | $15,001 - $50,000 | — |
| Dec 22, 2016 | USB | Sell (Full) | $15,001 - $50,000 | — |
| Dec 19, 2016 | DEO | Sell (Full) | $100,001 - $250,000 | — |
| Dec 19, 2016 | BX | Sell (Full) | $100,001 - $250,000 | — |
| Dec 16, 2016 | UA | Sell (Full) | $50,001 - $100,000 | — |
| Dec 16, 2016 | VLO | Sell (Full) | $100,001 - $250,000 | — |
| Dec 16, 2016 | CTL | Sell (Full) | $100,001 - $250,000 | — |
| Dec 16, 2016 | CAT | Sell (Full) | $100,001 - $250,000 | — |
| Dec 16, 2016 | UAA | Sell (Full) | $15,001 - $50,000 | — |
| Nov 25, 2016 | PFE | Buy | $50,001 - $100,000 | — |
| Nov 23, 2016 | AMGN | Buy | $50,001 - $100,000 | — |
| Nov 23, 2016 | MDU | Sell (Full) | $100,001 - $250,000 | — |
| Aug 23, 2016 | TJX | Buy | $50,001 - $100,000 | — |
| Aug 22, 2016 | HAS | Buy | $50,001 - $100,000 | — |
| Aug 22, 2016 | MCD | Buy | $50,001 - $100,000 | — |
| Aug 22, 2016 | JCI | Sell (Full) | $100,001 - $250,000 | — |
| Aug 22, 2016 | BMY | Buy | $50,001 - $100,000 | — |
| Aug 19, 2016 | RL | Sell (Full) | $100,001 - $250,000 | — |
| Jun 28, 2016 | PRU | Buy | $50,001 - $100,000 | +70.5% |
| Jun 28, 2016 | UA-C | Buy | $50,001 - $100,000 | — |
| Jun 28, 2016 | MCD | Buy | $50,001 - $100,000 | — |
| Jun 28, 2016 | IVZ | Buy | $50,001 - $100,000 | — |
| Apr 28, 2016 | IRET | Sell (Full) | $100,001 - $250,000 | — |
| Apr 27, 2016 | IRET | Sell (Partial) | $50,001 - $100,000 | — |
| Apr 22, 2016 | VLO | Buy | $100,001 - $250,000 | — |
| Apr 22, 2016 | MCD | Buy | $50,001 - $100,000 | — |
| Apr 8, 2016 | Class C Shares of Un | Buy | $15,001 - $50,000 | — |
| Mar 7, 2016 | PRU | Buy | $50,001 - $100,000 | +62.4% |
| Mar 7, 2016 | FB | Buy | $50,001 - $100,000 | — |
| Mar 7, 2016 | GOOG | Buy | $15,001 - $50,000 | — |
| Mar 7, 2016 | IVZ | Buy | $50,001 - $100,000 | — |
| Feb 9, 2016 | ADP | Buy | $50,001 - $100,000 | — |
| Feb 3, 2016 | MCD | Buy | $50,001 - $100,000 | — |
| Jan 28, 2016 | MRK | Buy | $50,001 - $100,000 | — |
| Jan 28, 2016 | AAPL | Buy | $50,001 - $100,000 | — |
| Jan 6, 2016 | UA | Buy | $50,001 - $100,000 | — |
| Dec 29, 2015 | MCD - McDonald's Cor | Sell (Full) | $100,001 - $250,000 | — |
| Dec 7, 2015 | ADP - Automatic Data | Sell (Full) | $100,001 - $250,000 | — |
| Dec 7, 2015 | CMI - Cummins Inc. ( | Sell (Full) | $50,001 - $100,000 | — |
| Dec 2, 2015 | NOG - Northern Oil & | Sell (Full) | $15,001 - $50,000 | — |
| Nov 30, 2015 | KMI - Kinder Morgan | Sell (Full) | $15,001 - $50,000 | — |
| Nov 25, 2015 | PFE - Pfizer Inc. (N | Sell (Full) | $100,001 - $250,000 | — |
| Nov 13, 2015 | CG | Sell (Full) | $50,001 - $100,000 | — |
| Nov 13, 2015 | LGCY | Sell (Full) | $1,001 - $15,000 | — |
| Nov 13, 2015 | VNR | Sell (Full) | $15,001 - $50,000 | — |
| Nov 13, 2015 | ETP | Sell (Full) | $50,001 - $100,000 | — |
| Nov 13, 2015 | LINE | Sell (Full) | $1,001 - $15,000 | — |
| Aug 13, 2015 | RL | Buy | $50,001 - $100,000 | — |
| Aug 13, 2015 | JCI | Buy | $100,001 - $250,000 | — |
| Aug 13, 2015 | TAP | Buy | $100,001 - $250,000 | — |
| Jul 6, 2015 | KHC | Exchange | $250,001 - $500,000 | -64.5% |
| Jul 6, 2015 | KRFT | Exchange | $250,001 - $500,000 | — |
| Mar 20, 2015 | MDU | Buy | $100,001 - $250,000 | — |
| Mar 18, 2015 | PRPFX | Sell (Partial) | $15,001 - $50,000 | — |
| Mar 3, 2015 | CAT | Buy | $100,001 - $250,000 | — |
| Feb 25, 2015 | ABBV | Buy | $100,001 - $250,000 | — |
| Jan 16, 2015 | NOG | Buy | $15,001 - $50,000 | — |
| Jan 6, 2015 | FCX | Sell (Full) | $50,001 - $100,000 | — |
| Jan 6, 2015 | COH | Sell (Full) | $50,001 - $100,000 | — |
| Dec 3, 2014 | Kinder Morgan Energy | Exchange | $50,001 - $100,000 | — |
| Nov 6, 2014 | HON | Buy | $100,001 - $250,000 | — |
| Oct 29, 2014 | CSCO | Buy | $100,001 - $250,000 | — |
| Oct 20, 2014 | AJG | Buy | $100,001 - $250,000 | — |
| Oct 20, 2014 | CMI | Buy | $100,001 - $250,000 | — |
| Oct 1, 2014 | CDK | Exchange | $15,001 - $50,000 | — |
| Sep 29, 2014 | ABBV | Sell (Full) | $100,001 - $250,000 | — |
| Sep 29, 2014 | SBUX | Buy | $100,001 - $250,000 | — |
| Sep 29, 2014 | BA | Sell (Full) | $100,001 - $250,000 | — |
| Aug 26, 2014 | PEP | Buy | $100,001 - $250,000 | — |
| Aug 25, 2014 | EL | Buy | $100,001 - $250,000 | — |
| Aug 25, 2014 | BX | Buy | $100,001 - $250,000 | — |
| Aug 25, 2014 | YUM | Buy | $50,001 - $100,000 | — |
| May 27, 2014 | MAINSTREAM INVESTORS | Buy | $500,001 - $1,000,000 | — |
| Apr 28, 2014 | BA | Buy | $100,001 - $250,000 | — |
| Apr 28, 2014 | ABBV | Buy | $50,001 - $100,000 | — |
| Apr 28, 2014 | BUD | Buy | $50,001 - $100,000 | — |
| Apr 28, 2014 | F | Buy | $50,001 - $100,000 | — |
| Mar 31, 2014 | ABBV | Buy | $50,001 - $100,000 | — |
| Mar 31, 2014 | BUD | Buy | $50,001 - $100,000 | — |
| Feb 24, 2014 | Westbrand Inc Bank H | Buy | $1,001 - $15,000 | — |
| Feb 19, 2014 | IBM | Buy | $50,001 - $100,000 | — |
| Feb 19, 2014 | CTSH | Buy | $50,001 - $100,000 | — |
| Feb 19, 2014 | VFC | Buy | $50,001 - $100,000 | — |
| Jan 8, 2014 | This filing was disc | n/a | Unknown | — |
| Nov 14, 2013 | This filing was disc | n/a | Unknown | — |
| Aug 23, 2013 | This filing was disc | n/a | Unknown | — |
| Jul 19, 2013 | This filing was disc | n/a | Unknown | — |
| Jul 12, 2013 | This filing was disc | n/a | Unknown | — |
| Jun 10, 2013 | Heinz HJ Company | Sell (Full) | $100,001 - $250,000 | — |
| May 1, 2013 | Copano Energy, LLC | Exchange | $15,001 - $50,000 | — |
| May 1, 2013 | KMP | Exchange | $15,001 - $50,000 | — |
| Apr 29, 2013 | CG | Buy | $100,001 - $250,000 | — |
| Apr 8, 2013 | This filing was disc | n/a | Unknown | — |
| Feb 12, 2013 | This filing was disc | n/a | Unknown | — |
| Dec 27, 2012 | This filing was disc | n/a | Unknown | — |
| Nov 14, 2012 | This filing was disc | n/a | Unknown | — |
| Oct 22, 2012 | This filing was disc | n/a | Unknown | — |
| Sep 26, 2012 | This filing was disc | n/a | Unknown | — |
| Aug 24, 2012 | This filing was disc | n/a | Unknown | — |