| Jul 9, 2020 | NKLA | Buy (dependent child) | $1,001–$15,000 | 28 days · filing |
| Jul 7, 2020 | TSLA | Sale (dependent child) | $1,001–$15,000 | 30 days · filing |
| Jul 7, 2020 | TSLA | Buy (dependent child) | $1,001–$15,000 | 30 days · filing |
| Dec 10, 2019 | PPL | Buy (self) | $15,001–$50,000 | 30 days · filing |
| Nov 19, 2019 | NDAQ | Sale (dependent child) | $1,001–$15,000 | 21 days · filing |
| Nov 19, 2019 | NDAQ | Buy (dependent child) | $1,001–$15,000 | 21 days · filing |
| Nov 6, 2019 | ET | Sale (self) | $1,001–$15,000 | 34 days · filing |
| Nov 5, 2019 | GE | Sale (self) | $1,001–$15,000 | 35 days · filing |
| Jul 31, 2019 | REVB | Sale (joint) | $15,001–$50,000 | 6 days · filing |
| Jun 28, 2019 | MPLX | Sale (self) | $1,001–$15,000 | 39 days · filing |
| Jan 31, 2019 | The Toronto-Dominion Bank Rate/Coupon: 3.25 Ma… | Buy (joint) | $15,001–$50,000 | 558 days · filing |
| Jan 28, 2019 | Axos Financial, Inc. Rate/Coupon: 2.3% Matures… | Sale (joint) | $100,001–$250,000 | 24 days · filing |
| Oct 31, 2018 | BB&T Corporation Rate/Coupon: 5.25% Matures: 1… | Sale (joint) | $15,001–$50,000 | 380 days · filing |
| Oct 19, 2018 | Energy Transfer Partners, L.P. (Exchanged) Ene… | Other (self) | $1,001–$15,000 | 392 days · filing |
| Oct 19, 2018 | Energy Transfer LP (Exchanged) Energy Transfer… | Other (self) | $1,001–$15,000 | 298 days · filing |
| Sep 25, 2018 | TBT | Sale (joint) | $1,001–$15,000 | 10 days · filing |
| Sep 14, 2018 | TBT | Sale (joint) | $1,001–$15,000 | 21 days · filing |
| Sep 6, 2018 | GE | Sale (joint) | $1,001–$15,000 | 340 days · filing |
| Aug 22, 2018 | CAPL | Sale (joint) | $1,001–$15,000 | 355 days · filing |
| Aug 22, 2018 | CAPL | Sale (self) | $1,001–$15,000 | 145 days · filing |
| Aug 9, 2018 | CAPL | Sale (joint) | $1,001–$15,000 | 368 days · filing |
| Aug 9, 2018 | CAPL | Sale (self) | $1,001–$15,000 | 158 days · filing |
| Aug 2, 2018 | PG | Sale (joint) | $15,001–$50,000 | 375 days · filing |
| Aug 2, 2018 | PG | Sale (self) | $15,001–$50,000 | 165 days · filing |
| Aug 1, 2018 | BB&T Corporation Rate/Coupon: 5.25 Matures: 11… | Buy (joint) | $15,001–$50,000 | 471 days · filing |
| Aug 1, 2018 | SANTANDER UK GROUP HOLDINGS Rate/Coupon: 3.125… | Buy (self) | $15,001–$50,000 | 43 days · filing |
| Jul 27, 2018 | REVB | Sale (self) | $15,001–$50,000 | 381 days · filing |
| Jul 27, 2018 | REVB | Sale (joint) | $15,001–$50,000 | 381 days · filing |
| Jul 16, 2018 | EL DUPONT DE NEMOURS & CO Rate/Coupon: 6% Matu… | Sale (joint) | $15,001–$50,000 | 18 days · filing |
| Jul 3, 2018 | GLD | Sale (self) | $15,001–$50,000 | 31 days · filing |
| Jun 25, 2018 | REVB | Sale (joint) | $1,001–$15,000 | 413 days · filing |
| Jun 25, 2018 | REVB | Sale (self) | $1,001–$15,000 | 23 days · filing |
| Jun 6, 2018 | REVB | Sale (joint) | $15,001–$50,000 | 432 days · filing |
| Jun 6, 2018 | REVB | Sale (self) | $15,001–$50,000 | 42 days · filing |
| May 16, 2018 | REVB | Sale (joint) | $1,001–$15,000 | 453 days · filing |
| May 16, 2018 | Revere Bank | Sale (self) | $1,001–$15,000 | 22 days · filing |
| May 2, 2018 | BOX | Sale (joint) | $1,001–$15,000 | 467 days · filing |
| May 2, 2018 | BOX | Sale (self) | $1,001–$15,000 | 36 days · filing |
| May 2, 2018 | BOX | Buy (self) | $1,001–$15,000 | 467 days · filing |
| Apr 30, 2018 | REVB | Sale (joint) | $1,001–$15,000 | 469 days · filing |
| Apr 30, 2018 | REVB | Sale (self) | $1,001–$15,000 | 15 days · filing |
| Apr 23, 2018 | BOX | Buy (joint) | $1,001–$15,000 | 476 days · filing |
| Apr 23, 2018 | BOX | Buy (self) | $1,001–$15,000 | 22 days · filing |
| Mar 22, 2018 | REVB | Sale (joint) | $1,001–$15,000 | 508 days · filing |
| Mar 22, 2018 | REVB | Sale (self) | $1,001–$15,000 | 19 days · filing |
| Mar 9, 2018 | FIRST NIAGARA FINANCIAL GROUP INC Rate/Coupon:… | Buy (self) | $15,001–$50,000 | 521 days · filing |
| Feb 15, 2018 | NTRP | Buy (self) | $1,001–$15,000 | 543 days · filing |
| Feb 8, 2018 | REVB | Sale (joint) | $1,001–$15,000 | 550 days · filing |
| Feb 8, 2018 | REVB | Sale (self) | $1,001–$15,000 | 27 days · filing |
| Jan 30, 2018 | REVB | Sale (joint) | $1,001–$15,000 | 559 days · filing |
| Jan 30, 2018 | REVB | Sale (self) | $1,001–$15,000 | 8 days · filing |
| Jan 8, 2018 | PFS | Sale (joint) | $1,001–$15,000 | 581 days · filing |
| Jan 8, 2018 | PFS | Sale (self) | $1,001–$15,000 | 114 days · filing |
| Jan 8, 2018 | REVB | Sale (joint) | $1,001–$15,000 | 581 days · filing |
| Jan 8, 2018 | REVB | Sale (self) | $1,001–$15,000 | 114 days · filing |
| Jan 5, 2018 | PFS | Sale (joint) | $1,001–$15,000 | 584 days · filing |
| Jan 5, 2018 | PFS | Sale (self) | $1,001–$15,000 | 117 days · filing |
| Jan 5, 2018 | Bank of America Corporation Rate/Coupon: 5.5%… | Sale (joint) | $15,001–$50,000 | 584 days · filing |
| Jan 5, 2018 | BAC | Sale (self) | $15,001–$50,000 | 33 days · filing |
| Dec 7, 2017 | GE | Buy (self) | $15,001–$50,000 | 249 days · filing |
| Dec 7, 2017 | REVB | Sale (joint) | $1,001–$15,000 | 249 days · filing |
| Dec 7, 2017 | REVB | Sale (self) | $1,001–$15,000 | 146 days · filing |
| Dec 7, 2017 | GE | Buy (self) | $1,001–$15,000 | 146 days · filing |
| Dec 6, 2017 | GE | Buy (joint) | $15,001–$50,000 | 250 days · filing |
| Dec 6, 2017 | GE | Buy (self) | $15,001–$50,000 | 147 days · filing |
| Nov 30, 2017 | REVB | Sale (joint) | $1,001–$15,000 | 256 days · filing |
| Nov 30, 2017 | REVB | Sale (self) | $1,001–$15,000 | 153 days · filing |
| Nov 17, 2017 | REVB | Sale (joint) | $1,001–$15,000 | 269 days · filing |
| Nov 17, 2017 | REVB | Sale (self) | $1,001–$15,000 | 166 days · filing |
| Nov 15, 2017 | REVB | Sale (joint) | $1,001–$15,000 | 271 days · filing |
| Nov 15, 2017 | REVB | Sale (self) | $1,001–$15,000 | 168 days · filing |
| Aug 7, 2017 | AT&T Inc. Rate/Coupon: 5.8% Matures: 02/15/2019 | Sale (joint) | $15,001–$50,000 | 371 days · filing |
| Aug 7, 2017 | T | Sale (self) | $15,001–$50,000 | 30 days · filing |
| Aug 3, 2017 | PHLD | Buy (self) | $50,001–$100,000 | 375 days · filing |
| Jul 25, 2017 | PEY | Sale (self) | $15,001–$50,000 | 43 days · filing |
| May 18, 2017 | GE | Sale (joint) | $1,001–$15,000 | 452 days · filing |
| May 18, 2017 | GE | Sale (self) | $1,001–$15,000 | 349 days · filing |
| May 9, 2017 | SPDR S&P 500 ETF | Buy (self) | $1,001–$15,000 | — · filing |
| Mar 8, 2017 | SPDR S&P 500 ETF | Buy (joint) | $1,001–$15,000 | 523 days · filing |
| Feb 22, 2017 | E. I. du Pont de Nemours and Company Rate/Coup… | Buy (joint) | $15,001–$50,000 | 537 days · filing |
| Feb 22, 2017 | The Travelers Companies, Inc. Rate/Coupon: 5.8… | Buy (joint) | $1,001–$15,000 | 537 days · filing |
| Feb 22, 2017 | Public Service Company of Colorado Rate/Coupon… | Buy (joint) | $15,001–$50,000 | 537 days · filing |
| Feb 22, 2017 | XEL | Buy (joint) | $15,001–$50,000 | 9 days · filing |
| Feb 13, 2017 | GE | Buy (joint) | $1,001–$15,000 | 546 days · filing |
| Jan 27, 2017 | VZ | Sale (joint) | $15,001–$50,000 | 563 days · filing |
| Jan 25, 2017 | Bank of America Corporation Rate/Coupon: 5.5%… | Buy (joint) | $15,001–$50,000 | 565 days · filing |
| Jan 25, 2017 | AT&T Inc. Rate/Coupon: 5.8% Matures: 02/15/2019 | Buy (joint) | $15,001–$50,000 | 565 days · filing |
| Jan 25, 2017 | FPL Group Capital Inc. Rate/Coupon: 6.0% Matur… | Buy (joint) | $15,001–$50,000 | 565 days · filing |
| Jan 25, 2017 | NEE-PC | Buy (joint) | $15,001–$50,000 | 15 days · filing |
| Jan 6, 2017 | United States Treasury Note Rate/Coupon: 1.0 M… | Sale (joint) | $15,001–$50,000 | 34 days · filing |
| Nov 22, 2016 | PFS | Sale (joint) | $15,001–$50,000 | 7 days · filing |
| Sep 20, 2016 | BUNT-DB 3x German Bund Futures ETN | Sale (joint) | $1,001–$15,000 | 421 days · filing |
| Sep 20, 2016 | BUNT | Buy (joint) | $1,001–$15,000 | 28 days · filing |
| Sep 13, 2016 | PEY | Sale (joint) | $15,001–$50,000 | 428 days · filing |
| Aug 3, 2016 | CVX | Sale (joint) | $15,001–$50,000 | 496 days · filing |
| Jun 14, 2016 | PG | Sale (joint) | $15,001–$50,000 | 28 days · filing |
| Jun 14, 2016 | Nordea Bank AB | Sale (joint) | $15,001–$50,000 | 28 days · filing |
| Jun 9, 2016 | PG | Sale (joint) | $15,001–$50,000 | 539 days · filing |
| May 2, 2016 | MTUM | Sale (joint) | $15,001–$50,000 | 45 days · filing |
| May 2, 2016 | SHY | Sale (joint) | $15,001–$50,000 | 45 days · filing |
| Feb 11, 2016 | SPY | Sale (joint) | $1,001–$15,000 | 679 days · filing |
| Jan 19, 2016 | SPY160219P00180000-SPY Feb 29th 2016 put 180.000 | Buy (joint) | $1,001–$15,000 | 702 days · filing |
| Jan 19, 2016 | SPY160219P00180000-SPY Feb 29th 2016 put 180.000 | Sale (joint) | $1,001–$15,000 | 702 days · filing |
| Jan 19, 2016 | SPY Feb 2016 put 180.000 | Buy (joint) | $1,001–$15,000 | 23 days · filing |
| Jan 19, 2016 | SPY Feb 2016 put 180.000 | Sale (joint) | $1,001–$15,000 | 23 days · filing |
| Dec 31, 2015 | United States Treasury Note Company: United St… | Buy (joint) | $15,001–$50,000 | 721 days · filing |
| Dec 31, 2015 | Nordea Bank AB | Buy (joint) | $15,001–$50,000 | 721 days · filing |
| Dec 30, 2015 | EEM | Sale (joint) | $1,001–$15,000 | 43 days · filing |
| Dec 4, 2015 | MPLX LP (Exchanged) ^MWE (Received) | Other (self) | $1,001–$15,000 | 748 days · filing |
| Dec 4, 2015 | ^MWE (Exchanged) MPLX LP (Received) | Other (self) | $1,001–$15,000 | 748 days · filing |
| Oct 23, 2015 | PFS | Sale (joint) | $1,001–$15,000 | 12 days · filing |
| Sep 25, 2015 | PFS | Sale (joint) | $15,001–$50,000 | 40 days · filing |
| Sep 18, 2015 | PFS | Sale (joint) | $15,001–$50,000 | 47 days · filing |
| Sep 17, 2015 | PFS | Sale (joint) | $15,001–$50,000 | 48 days · filing |
| Sep 15, 2015 | PFS | Sale (joint) | $15,001–$50,000 | 50 days · filing |
| Sep 14, 2015 | PFS | Sale (joint) | $15,001–$50,000 | 51 days · filing |
| Aug 31, 2015 | PFS | Sale (joint) | $15,001–$50,000 | 65 days · filing |
| Aug 10, 2015 | PFS | Sale (joint) | $1,001–$15,000 | 86 days · filing |
| Aug 7, 2015 | CVX | Buy (joint) | $1,001–$15,000 | 89 days · filing |
| Aug 7, 2015 | PFS | Sale (joint) | $15,001–$50,000 | 89 days · filing |
| Jun 24, 2015 | PFS | Sale (joint) | $15,001–$50,000 | 15 days · filing |
| Jun 23, 2015 | PFS | Sale (joint) | $15,001–$50,000 | 16 days · filing |
| Jun 16, 2015 | CVX | Buy (joint) | $1,001–$15,000 | 23 days · filing |
| Jun 16, 2015 | PFS | Sale (joint) | $15,001–$50,000 | 23 days · filing |
| Jun 4, 2015 | VZ | Buy (joint) | $1,001–$15,000 | 35 days · filing |
| Jun 3, 2015 | BUNT-RP | Sale (joint) | $1,001–$15,000 | 36 days · filing |
| May 7, 2015 | IBKC | Sale (self) | $15,001–$50,000 | 1,258 days · filing |
| May 7, 2015 | IBKC | Sale (joint) | $15,001–$50,000 | 958 days · filing |
| May 6, 2015 | IBKC | Sale (self) | $15,001–$50,000 | 1,259 days · filing |
| May 6, 2015 | IBKC | Sale (joint) | $15,001–$50,000 | 959 days · filing |
| May 1, 2015 | ^RGP (Exchanged) Energy Transfer Partners, L.P… | Other (self) | $1,001–$15,000 | 965 days · filing |
| May 1, 2015 | Energy Transfer Partners, L.P. (Exchanged) ^RG… | Other (self) | $1,001–$15,000 | 965 days · filing |
| Apr 27, 2015 | PG | Buy (joint) | $15,001–$50,000 | 1,268 days · filing |
| Mar 26, 2015 | PFS | Sale (joint) | $15,001–$50,000 | 19 days · filing |
| Mar 25, 2015 | PFS | Sale (joint) | $15,001–$50,000 | 20 days · filing |
| Mar 19, 2015 | CVX | Sale (joint) | $15,001–$50,000 | 26 days · filing |
| Feb 27, 2015 | XLU | Sale (spouse) | $1,001–$15,000 | 1,027 days · filing |
| Feb 27, 2015 | EEM | Buy (spouse) | $1,001–$15,000 | 1,027 days · filing |
| Feb 24, 2015 | ESV | Sale (joint) | $1,001–$15,000 | 1,030 days · filing |
| Feb 24, 2015 | ESV | Sale (self) | $1,001–$15,000 | 27 days · filing |
| Feb 13, 2015 | T | Sale (self) | $15,001–$50,000 | 1,041 days · filing |
| Feb 11, 2015 | PFS | Sale (self) | $15,001–$50,000 | 1,043 days · filing |
| Jan 30, 2015 | SPY | Sale (spouse) | $15,001–$50,000 | 1,055 days · filing |
| Jan 30, 2015 | XLV | Buy (spouse) | $1,001–$15,000 | 1,055 days · filing |
| Jan 30, 2015 | XLU | Buy (spouse) | $1,001–$15,000 | 1,055 days · filing |
| Jan 30, 2015 | QQQ | Sale (spouse) | $1,001–$15,000 | 52 days · filing |
| Jan 5, 2015 | SHY | Buy (joint) | $15,001–$50,000 | 1,080 days · filing |
| Jan 5, 2015 | PCY | Sale (joint) | $15,001–$50,000 | 1,080 days · filing |
| Dec 31, 2014 | CVX | Buy (joint) | $15,001–$50,000 | 1,085 days · filing |
| Dec 18, 2014 | T | Buy (joint) | $15,001–$50,000 | 249 days · filing |
| Dec 18, 2014 | T | Buy (self) | $15,001–$50,000 | 11 days · filing |
| Dec 18, 2014 | ESV | Buy (joint) | $15,001–$50,000 | 249 days · filing |
| Dec 18, 2014 | ESV | Buy (self) | $15,001–$50,000 | 11 days · filing |
| Dec 18, 2014 | PFS | Sale (joint) | $1,001–$15,000 | 249 days · filing |
| Dec 18, 2014 | PFS | Sale (self) | $1,001–$15,000 | 11 days · filing |
| Dec 17, 2014 | PFS | Sale (joint) | $1,001–$15,000 | 250 days · filing |
| Dec 17, 2014 | PFS | Sale (self) | $1,001–$15,000 | 12 days · filing |
| Nov 30, 2014 | PFS | Sale (self) | $50,001–$100,000 | — · filing |
| Oct 30, 2014 | PFS | Sale (joint) | $50,001–$100,000 | 166 days · filing |
| Oct 1, 2014 | VIXY | Sale (joint) | $15,001–$50,000 | 195 days · filing |
| Oct 1, 2014 | ProShares VIX Short-Term Futures (NYSEArca) | Sale (self) | $15,001–$50,000 | 29 days · filing |
| Sep 4, 2014 | Guggenheim S&P 500 Equal Weight ETF (NYSEArca) | Buy (self) | $1,001–$15,000 | 354 days · filing |
| Sep 4, 2014 | iShares Core S&P Mid-Cap (NYSEArca) | Sale (self) | $1,001–$15,000 | 354 days · filing |
| Sep 2, 2014 | DWX | Sale (joint) | $15,001–$50,000 | 356 days · filing |
| Sep 2, 2014 | SPDR S&P International Dividend ETF (NYSEArca) | Sale (self) | $15,001–$50,000 | 7 days · filing |
| Sep 2, 2014 | IDV | Sale (joint) | $15,001–$50,000 | 356 days · filing |
| Sep 2, 2014 | iShares International Select Dividend (NYSEArca) | Sale (self) | $15,001–$50,000 | 7 days · filing |
| Sep 2, 2014 | EPP | Sale (spouse) | $1,001–$15,000 | 356 days · filing |
| Sep 2, 2014 | EPP | Sale (joint) | $1,001–$15,000 | 224 days · filing |
| Sep 2, 2014 | iShares MSCI Pacific ex Japan (NYSEArca) | Sale (self) | $1,001–$15,000 | 7 days · filing |
| Sep 2, 2014 | IXP | Buy (joint) | $15,001–$50,000 | 356 days · filing |
| Sep 2, 2014 | iShares Global Telecom (NYSEArca) | Buy (self) | $15,001–$50,000 | 7 days · filing |
| Sep 2, 2014 | AMLP | Buy (joint) | $1,001–$15,000 | 356 days · filing |
| Sep 2, 2014 | Alerian MLP ETF (NYSEArca) | Buy (self) | $1,001–$15,000 | 7 days · filing |
| Sep 2, 2014 | ILF | Buy (spouse) | $1,001–$15,000 | 356 days · filing |
| Sep 2, 2014 | ILF | Buy (joint) | $1,001–$15,000 | 224 days · filing |
| Sep 2, 2014 | iShares Latin America 40 (NYSEArca) | Buy (self) | $1,001–$15,000 | 7 days · filing |
| Sep 2, 2014 | SDY | Buy (joint) | $15,001–$50,000 | 356 days · filing |
| Sep 2, 2014 | SPDR S&P Dividend ETF (NYSEArca) | Buy (self) | $15,001–$50,000 | 7 days · filing |
| Aug 7, 2014 | LGP | Sale (joint) | $15,001–$50,000 | 250 days · filing |
| Aug 7, 2014 | LGP | Sale (self) | $15,001–$50,000 | 8 days · filing |
| Jun 24, 2014 | AMLP | Buy (joint) | $15,001–$50,000 | 294 days · filing |
| Jun 24, 2014 | ALPS Alerian MLP ETF | Buy (self) | $15,001–$50,000 | 2 days · filing |
| Jun 12, 2014 | PFS | Other (self) | $250,001–$500,000 | 306 days · filing |
| Jun 12, 2014 | VIXY | Buy (joint) | $15,001–$50,000 | 306 days · filing |
| Jun 12, 2014 | ProShares VIX Short-Term Futures ETF | Buy (self) | $15,001–$50,000 | 6 days · filing |
| Jun 12, 2014 | DBP | Buy (joint) | $15,001–$50,000 | 306 days · filing |
| Jun 12, 2014 | PowerShares DB Precious Metals | Buy (self) | $15,001–$50,000 | 6 days · filing |
| Jun 11, 2014 | LGP | Buy (joint) | $15,001–$50,000 | 307 days · filing |
| Jun 11, 2014 | LGP | Buy (self) | $15,001–$50,000 | 7 days · filing |
| Jun 10, 2014 | Team Capitol Bank | Other (self) | $500,001–$1,000,000 | 308 days · filing |
| Jun 5, 2014 | PPL | Sale (joint) | $15,001–$50,000 | 313 days · filing |
| Jun 5, 2014 | PPL | Sale (self) | $15,001–$50,000 | 13 days · filing |
| Jun 5, 2014 | GLD | Sale (joint) | $1,001–$15,000 | 313 days · filing |
| Jun 5, 2014 | SPDR Gold Shares | Sale (self) | $1,001–$15,000 | 13 days · filing |
| Apr 29, 2014 | LINE | Sale (joint) | $1,001–$15,000 | 1,331 days · filing |