| ABT Part of advisor-driven quarterly rebalancing | ▼ Sale (Full) | $1,001 - $15,000 | Member | Jul 8, 2026 | Jul 12, 2026 | Filing ↗ |
| APH Part of advisor-driven quarterly rebalancing | ▲ Purchase | $1,001 - $15,000 | Member | Jul 8, 2026 | Jul 12, 2026 | Filing ↗ |
| MCK Part of advisor-driven quarterly rebalancing | ▲ Purchase | $1,001 - $15,000 | Member | Jul 8, 2026 | Jul 12, 2026 | Filing ↗ |
| SPGI Part of advisor-driven quarterly rebalancing | ▼ Sale (Full) | $1,001 - $15,000 | Member | Jul 8, 2026 | Jul 12, 2026 | Filing ↗ |
| AXP Advisor-driven quarterly rebalancing | ▼ Sale (Full) | $1,001 - $15,000 | Member | Apr 7, 2026 | Apr 15, 2026 | Filing ↗ |
| AWK Advisor-driven quarterly rebalancing | ▼ Sale (Full) | $1,001 - $15,000 | Member | Apr 7, 2026 | Apr 15, 2026 | Filing ↗ |
| BR Advisor-driven quarterly rebalancing | ▼ Sale (Full) | $1,001 - $15,000 | Member | Apr 7, 2026 | Apr 15, 2026 | Filing ↗ |
| CARR Advisor-driven quarterly rebalancing | ▲ Purchase | $1,001 - $15,000 | Member | Apr 7, 2026 | Apr 15, 2026 | Filing ↗ |
| CASY Advisor-driven quarterly rebalancing | ▲ Purchase | $1,001 - $15,000 | Member | Apr 7, 2026 | Apr 15, 2026 | Filing ↗ |
| NEE Advisor-driven quarterly rebalancing | ▲ Purchase | $1,001 - $15,000 | Member | Apr 7, 2026 | Apr 15, 2026 | Filing ↗ |
| PAYX Advisor-driven quarterly rebalancing | ▼ Sale (Full) | $1,001 - $15,000 | Member | Apr 7, 2026 | Apr 15, 2026 | Filing ↗ |
| SNDA CNL Properties directors executed a sale of assets and Sonida Living, a common stock-based company, purchased those assets in March. I directed advisor to sell | ▼ Sale (Full) | $1,001 - $15,000 | Joint | Apr 7, 2026 | Apr 15, 2026 | Filing ↗ |
| WAB Advisor-driven quarterly rebalancing | ▲ Purchase | $1,001 - $15,000 | Member | Apr 7, 2026 | Apr 15, 2026 | Filing ↗ |
| CNL Healthcare Properties Inc (widely he CNL Properties (a widely held REIT) directors executed a sale of assets and Sonida Living, a common stock-based company, purchased those assets in March. This e | Exchange | $1,001 - $15,000 | Joint | Mar 31, 2026 | Apr 15, 2026 | Filing ↗ |
| SNDA CNL Properties directors executed a sale of assets and Sonida Living, a common stock-based company, purchased those assets in March. I directed advisor to sell | Exchange | $1,001 - $15,000 | Joint | Mar 31, 2026 | Apr 15, 2026 | Filing ↗ |
| DRI Part of monthly portfolio rebalancing that account manager conducts | ▲ Purchase | $1,001 - $15,000 | Member | Jan 7, 2026 | Jan 14, 2026 | Filing ↗ |
| ESS Part of monthly portfolio rebalancing that account manager conducts | ▼ Sale (Full) | $1,001 - $15,000 | Member | Jan 7, 2026 | Jan 14, 2026 | Filing ↗ |
| META Part of monthly portfolio rebalancing that account manager conducts | ▲ Purchase | $1,001 - $15,000 | Member | Jan 7, 2026 | Jan 14, 2026 | Filing ↗ |
| MDLZ Part of monthly portfolio rebalancing that account manager conducts | ▼ Sale (Full) | $1,001 - $15,000 | Member | Jan 7, 2026 | Jan 14, 2026 | Filing ↗ |
| VRSK Part of monthly portfolio rebalancing that account manager conducts | ▼ Sale (Full) | $1,001 - $15,000 | Member | Jan 7, 2026 | Jan 14, 2026 | Filing ↗ |
| WM Part of monthly portfolio rebalancing that account manager conducts | ▲ Purchase | $1,001 - $15,000 | Member | Jan 7, 2026 | Jan 14, 2026 | Filing ↗ |
| ABT part of quarterly portfolio rebalancing | ▲ Purchase | $1,001 - $15,000 | Member | Oct 6, 2025 | Oct 16, 2025 | Filing ↗ |
| AEP part of quarterly portfolio rebalancing | ▲ Purchase | $1,001 - $15,000 | Member | Oct 6, 2025 | Oct 16, 2025 | Filing ↗ |
| CL part of quarterly portfolio rebalancing | ▼ Sale (Full) | $1,001 - $15,000 | Member | Oct 6, 2025 | Oct 16, 2025 | Filing ↗ |
| ODFL part of quarterly portfolio rebalancing | ▼ Sale (Full) | $1,001 - $15,000 | Member | Oct 6, 2025 | Oct 16, 2025 | Filing ↗ |
| WMT part of quarterly portfolio rebalancing | ▲ Purchase | $1,001 - $15,000 | Member | Oct 6, 2025 | Oct 16, 2025 | Filing ↗ |
| ZTS part of quarterly portfolio rebalancing | ▼ Sale (Full) | $1,001 - $15,000 | Member | Oct 6, 2025 | Oct 16, 2025 | Filing ↗ |
| AXP Part of quarterly rebalance NextEra Energy, Inc. Common Stock (NEE) [ST] | ▲ Purchase | $1,001 - $15,000 | Member | Apr 9, 2025 | Apr 15, 2025 | Filing ↗ |
| NEE Part of quarterly rebalancing | ▼ Sale (Full) | $1,001 - $15,000 | Member | Apr 9, 2025 | Apr 15, 2025 | Filing ↗ |
| GOOGL rebalancing of portfolio | ▲ Purchase | $1,001 - $15,000 | Member | Jan 7, 2025 | Jan 14, 2025 | Filing ↗ |
| BAH rebalancing of portfolio | ▼ Sale (Full) | $1,001 - $15,000 | Member | Jan 7, 2025 | Jan 14, 2025 | Filing ↗ |
| BR | ▲ Purchase | $1,001 - $15,000 | Member | Jan 7, 2025 | Jan 14, 2025 | Filing ↗ |
| CTAS | ▲ Purchase | $1,001 - $15,000 | Member | Jan 7, 2025 | Jan 14, 2025 | Filing ↗ |
| CMCSA rebalancing of portfolio | ▼ Sale (Full) | $1,001 - $15,000 | Member | Jan 7, 2025 | Jan 14, 2025 | Filing ↗ |
| GD rebalancing of portfolio | ▼ Sale (Full) | $1,001 - $15,000 | Member | Jan 7, 2025 | Jan 14, 2025 | Filing ↗ |
| UNH rebalancing of portfolio | ▼ Sale (Full) | $1,001 - $15,000 | Member | Jan 7, 2025 | Jan 14, 2025 | Filing ↗ |
| VRSK | ▲ Purchase | $1,001 - $15,000 | Member | Jan 7, 2025 | Jan 14, 2025 | Filing ↗ |
| GS Part of quarterly portfolio rebalance | ▲ Purchase | $1,001 - $15,000 | Member | Jul 2, 2024 | Jul 17, 2024 | Filing ↗ |
| HIG Part of quarterly portfolio rebalance | ▼ Sale (Full) | $1,001 - $15,000 | Member | Jul 2, 2024 | Jul 17, 2024 | Filing ↗ |
| ODFL Quarterly portfolio rebalance | ▲ Purchase | $1,001 - $15,000 | Member | Jul 2, 2024 | Jul 17, 2024 | Filing ↗ |
| WM Quarterly portfolio rebalance | ▼ Sale (Full) | $1,001 - $15,000 | Member | Jul 2, 2024 | Jul 17, 2024 | Filing ↗ |
| FDX part of quarterly portfolio rebalancing conducted by asset manager and which i do not control per contract United Parcel Service, Inc. Common Stock (UPS) [ST] | ▲ Purchase | $1,001 - $15,000 | Member | Apr 4, 2024 | Apr 10, 2024 | Filing ↗ |
| UPS part of a quarterly rebalancing of portfolio and conducted by asset manager without my control per contract | ▼ Sale (Full) | $1,001 - $15,000 | Spouse | Apr 4, 2024 | Apr 10, 2024 | Filing ↗ |
| BMY sale of asset as part of quarterly portfolio rebalancing. Asset manager-initiated sale Colgate-Palmolive Company (CL) [ST] | ▼ Sale (Full) | $1,001 - $15,000 | Member | Jan 9, 2024 | Jan 19, 2024 | Filing ↗ |
| CL sale as part of quarterly portfolio rebalancing; Asset manager-initiated transaction The Hershey Company (HSY) [ST] | ▲ Purchase | $1,001 - $15,000 | Spouse | Jan 9, 2024 | Jan 19, 2024 | Filing ↗ |
| HSY sale as part of quarterly portfolio rebalancing; Asset manager-initiated transaction Zoetis Inc. Class A (ZTS) [ST] | ▼ Sale (Full) | $1,001 - $15,000 | Spouse | Jan 9, 2024 | Jan 19, 2024 | Filing ↗ |
| ZTS sale as part of quarterly portfolio rebalancing; Asset manager-initiated transaction | ▲ Purchase | $1,001 - $15,000 | Spouse | Jan 9, 2024 | Jan 19, 2024 | Filing ↗ |
| MDLZ Purchase of shares in RRL IRA portfolio as part of quarterly rebalancing of total RRL IRA portfolio | ▲ Purchase | $1,001 - $15,000 | Member | Oct 4, 2023 | Oct 11, 2023 | Filing ↗ |
| ALL sale of asset for IRA as part of periodic rebalancing. Transaction taken by advisor without my input per contract | ▼ Sale (Full) | $1,001 - $15,000 | Member | Jul 5, 2023 | Jul 17, 2023 | Filing ↗ |
| ADI sale of asset for IRA as part of periodic rebalancing. Transaction taken by advisor without my input per contract | ▼ Sale (Full) | $1,001 - $15,000 | Member | Jul 5, 2023 | Jul 17, 2023 | Filing ↗ |
| ELV sale of asset for IRA as part of periodic rebalancing. Transaction taken by advisor without my input per contract | ▼ Sale (Full) | $1,001 - $15,000 | Member | Jul 5, 2023 | Jul 17, 2023 | Filing ↗ |
| MA purchase of asset for IRA as part of periodic rebalancing. Transaction taken by advisor without my input per contract | ▲ Purchase | $1,001 - $15,000 | Member | Jul 5, 2023 | Jul 17, 2023 | Filing ↗ |
| MSI purchase of asset for IRA as part of periodic rebalancing. Transaction taken by advisor without my input per contract | ▲ Purchase | $1,001 - $15,000 | Member | Jul 5, 2023 | Jul 17, 2023 | Filing ↗ |
| PAYX purchase of asset for IRA as part of periodic rebalancing. Transaction taken by advisor without my input per contract | ▲ Purchase | $1,001 - $15,000 | Member | Jul 5, 2023 | Jul 17, 2023 | Filing ↗ |
| PNC sale of asset for IRA as part of periodic rebalancing. Transaction taken by advisor without my input per contract | ▼ Sale (Full) | $1,001 - $15,000 | Member | Jul 5, 2023 | Jul 17, 2023 | Filing ↗ |
| SPGI purchase of asset for IRA as part of periodic rebalancing. Transaction taken by advisor without my input per contract | ▲ Purchase | $1,001 - $15,000 | Member | Jul 5, 2023 | Jul 17, 2023 | Filing ↗ |
| GD This managed account within the RRL IRA was set up late 2020. At the time I received guidance that due to the account being one where i did not control selectio | ▲ Purchase | $1,001 - $15,000 | Spouse | Apr 5, 2023 | May 26, 2023 | Filing ↗ |
| ABT This managed account within the RRL IRA was set up late 2020. At the time I received guidance that due to the account being one where i did not control selectio | ▼ Sale (Full) | $1,001 - $15,000 | Member | Jan 6, 2023 | May 26, 2023 | Filing ↗ |
| BLK This managed account within the RRL IRA was set up late 2020. At the time I received guidance that due to the account being one where i did not control selectio | ▼ Sale (Full) | $1,001 - $15,000 | Member | Jan 6, 2023 | May 26, 2023 | Filing ↗ |
| ELV This managed account within the RRL IRA was set up late 2020. At the time I received guidance that due to the account being one where i did not control selectio | ▲ Purchase | $1,001 - $15,000 | Spouse | Jan 6, 2023 | May 26, 2023 | Filing ↗ |
| MMC This managed account within the RRL IRA was set up late 2020. At the time I received guidance that due to the account being one where i did not control selectio | ▲ Purchase | $1,001 - $15,000 | Member | Jan 6, 2023 | May 26, 2023 | Filing ↗ |
| BBY This managed account within the RRL IRA was set up late 2020. At the time I received guidance that due to the account being one where i did not control selectio | ▼ Sale (Full) | $1,001 - $15,000 | Spouse | Oct 5, 2022 | May 26, 2023 | Filing ↗ |
| TGT This managed account within the RRL IRA was set up late 2020. At the time I received guidance that due to the account being one where i did not control selectio | ▲ Purchase | $1,001 - $15,000 | Spouse | Oct 5, 2022 | May 26, 2023 | Filing ↗ |
| HSY This managed account within the RRL IRA was set up late 2020. At the time I received guidance that due to the account being one where i did not control selectio | ▲ Purchase | $1,001 - $15,000 | Member | Oct 5, 2022 | May 26, 2023 | Filing ↗ |
| ESS This managed account within the RRL IRA was set up late 2020. At the time I received guidance that due to the account being one where i did not control selectio | ▲ Purchase | $1,001 - $15,000 | Member | Jul 7, 2022 | Jun 24, 2023 | Filing ↗ |
| MRK This managed account within the RRL IRA was set up late 2020. At the time I received guidance that due to the account being one where i did not control selectio | ▲ Purchase | $1,001 - $15,000 | Spouse | Jul 7, 2022 | May 26, 2023 | Filing ↗ |
| TXN This managed account within the RRL IRA was set up late 2020. At the time I received guidance that due to the account being one where i did not control selectio | ▼ Sale (Full) | $1,001 - $15,000 | Spouse | Jul 7, 2022 | May 26, 2023 | Filing ↗ |
| AVB This managed account within the RRL IRA was set up late 2020. At the time I received guidance that due to the account being one where i did not control selectio | ▼ Sale (Full) | $1,001 - $15,000 | Spouse | Jul 6, 2022 | May 26, 2023 | Filing ↗ |
| FAST This managed account within the RRL IRA was set up late 2020. At the time I received guidance that due to the account being one where i did not control selectio | ▼ Sale (Full) | $1,001 - $15,000 | Spouse | Jan 6, 2022 | May 26, 2023 | Filing ↗ |
| SYK This managed account within the RRL IRA was set up late 2020. At the time I received guidance that due to the account being one where i did not control selectio | ▲ Purchase | $1,001 - $15,000 | Spouse | Jan 6, 2022 | May 26, 2023 | Filing ↗ |
| UNH This managed account within the RRL IRA was set up late 2020. At the time I received guidance that due to the account being one where i did not control selectio | ▲ Purchase | $1,001 - $15,000 | Spouse | Jan 6, 2022 | May 26, 2023 | Filing ↗ |
| ESS This managed account within the RRL IRA was set up late 2020. At the time I received guidance that due to the account being one where i did not control selectio | ▲ Purchase | $1,001 - $15,000 | Spouse | Jul 7, 2021 | May 26, 2023 | Filing ↗ |
| ALL This managed account within the RRL IRA was set up late 2020. At the time I received guidance that due to the account being one where i did not control selectio | ▲ Purchase | $1,001 - $15,000 | Member | Jul 1, 2021 | May 31, 2023 | Filing ↗ |
| EOG This managed account within the RRL IRA was set up late 2020. At the time I received guidance that due to the account being one where i did not control selectio | ▲ Purchase | $1,001 - $15,000 | Spouse | Jul 1, 2021 | May 31, 2023 | Filing ↗ |
| PXD This managed account within the RRL IRA was set up late 2020. At the time I received guidance that due to the account being one where i did not control selectio | ▲ Purchase | $1,001 - $15,000 | Spouse | Jul 1, 2021 | May 31, 2023 | Filing ↗ |
| TJX This managed account within the RRL IRA was set up late 2020. At the time I received guidance that due to the account being one where i did not control selectio | ▲ Purchase | $1,001 - $15,000 | Spouse | Jul 1, 2021 | May 31, 2023 | Filing ↗ |
| ALL This managed account within the RRL IRA was set up late 2020. At the time I received guidance that due to the account being one where i did not control selectio | ▼ Sale (Full) | $1,001 - $15,000 | Spouse | Jul 1, 2021 | May 26, 2023 | Filing ↗ |
| CVS This managed account within the RRL IRA was set up late 2020. At the time I received guidance that due to the account being one where i did not control selectio | ▼ Sale (Full) | $1,001 - $15,000 | Spouse | Jul 1, 2021 | May 26, 2023 | Filing ↗ |
| SRE This managed account within the RRL IRA was set up late 2020. At the time I received guidance that due to the account being one where i did not control selectio | ▼ Sale (Full) | $1,001 - $15,000 | Spouse | Jul 1, 2021 | May 26, 2023 | Filing ↗ |
| EOG This managed account within the RRL IRA was set up late 2020. At the time I received guidance that due to the account being one where i did not control selectio | ▼ Sale (Full) | $1,001 - $15,000 | Member | Jul 1, 2021 | May 26, 2023 | Filing ↗ |
| KR This managed account within the RRL IRA was set up late 2020. At the time I received guidance that due to the account being one where i did not control selectio | ▼ Sale (Full) | $1,001 - $15,000 | Spouse | Jul 1, 2021 | May 26, 2023 | Filing ↗ |
| PXD This managed account within the RRL IRA was set up late 2020. At the time I received guidance that due to the account being one where i did not control selectio | ▼ Sale (Full) | $1,001 - $15,000 | Spouse | Jul 1, 2021 | May 26, 2023 | Filing ↗ |
| TJX This managed account within the RRL IRA was set up late 2020. At the time I received guidance that due to the account being one where i did not control selectio | ▼ Sale (Full) | $1,001 - $15,000 | Spouse | Jul 1, 2021 | May 26, 2023 | Filing ↗ |
| TOTZF This managed account within the RRL IRA was set up late 2020. At the time I received guidance that due to the account being one where i did not control selectio | ▼ Sale (Full) | $1,001 - $15,000 | Spouse | Jul 1, 2021 | May 26, 2023 | Filing ↗ |
| COST This managed account within the RRL IRA was set up late 2020. At the time I received guidance that due to the account being one where i did not control selectio | ▲ Purchase | $1,001 - $15,000 | Spouse | Mar 31, 2021 | May 26, 2023 | Filing ↗ |
| UNP This managed account within the RRL IRA was set up late 2020. At the time I received guidance that due to the account being one where i did not control selectio | ▼ Sale (Full) | $1,001 - $15,000 | Spouse | Mar 31, 2021 | May 26, 2023 | Filing ↗ |
| INTC This managed account within the RRL IRA was set up late 2020. At the time I received guidance that due to the account being one where i did not control selectio | ▼ Sale (Full) | $1,001 - $15,000 | Spouse | Jan 7, 2021 | May 26, 2023 | Filing ↗ |
| BMY This managed account within the RRL IRA was set up late 2020. At the time I received guidance that due to the account being one where i did not control selectio | ▲ Purchase | $1,001 - $15,000 | Spouse | Nov 25, 2020 | May 26, 2023 | Filing ↗ |
| UNP This managed account within the RRL IRA was set up late 2020. At the time I received guidance that due to the account being one where i did not control selectio | ▲ Purchase | $1,001 - $15,000 | Spouse | Nov 25, 2020 | May 26, 2023 | Filing ↗ |