K. Michael Conaway

House · R–TX · STOCK Act periodic transaction reports

$28M

est. traded volume (range midpoints)

472 buys409 sells

median disclosure lag 26d67 late (7%)

trades / qtr · 3y

Share𝕏 in

Disclosed trades (913) · showing the 250 most recent

2020-12-21
JT E57 (Edward Jones)
$50,001-$100,000
Purchase
2020-12-18
WFCWF 10 (Wells Fargo Financial) Investment Company of America [OT]
$50,001-$100,000
Purchase
2020-12-18
WFCWF 10 (Wells Fargo Financial) Washington Mutual Inv FD [OT]
$50,001-$100,000
Purchase
2020-12-17
AMCAP Fund [OT]
$50,001-$100,000
Purchase
2020-12-17
JT E57 (Edward Jones)
$50,001-$100,000
Purchase
2020-12-17
JT E57 (Edward Jones)
$50,001-$100,000
Purchase
2020-12-17
JT E57 (Edward Jones)
$50,001-$100,000
Purchase
2020-12-17
DGROJT E57 (Edward Jones)
$50,001-$100,000
Purchase
2020-12-16
WFCWF 10 (Wells Fargo Financial) Fundamental Investors CL A [OT]
$50,001-$100,000
Purchase
2020-12-10
FDNFirst Trust DJ Internet Index Fund
$15,001-$50,000
Purchase · late
2020-12-10
WFCWF 10 (Wells Fargo Financial) goldman Sachs Activebeta U.S. Large Cap Equity ETF (gSLC) [ST]
$15,001-$50,000
Purchase · late
2020-12-10
WFCWF 10 (Wells Fargo Financial) Vanguard Div Appreciation ETF (VIg) [ST]
$50,001-$100,000
Purchase · late
2020-12-10
FDNJT E57 (Edward Jones)
$15,001-$50,000
Purchase
2020-12-10
GSJT E57 (Edward Jones)
$15,001-$50,000
Purchase
2020-12-10
VIGJT E57 (Edward Jones) Vanguard Div Appreciation ETF (VIg) [ST]
$50,001-$100,000
Purchase
2020-11-30
AALAmerican Airlines group, Inc.
$15,001-$50,000
Purchase
2020-11-30
DRIJT E57 (Edward Jones) Darden Restaurants, Inc.
$15,001-$50,000
Purchase
2020-11-30
DGROJT E57 (Edward Jones) iShares Core Dividend growth ETF (DgRO) [ST]
$15,001-$50,000
Purchase
2020-11-30
LUVJT E57 (Edward Jones) Southwest Airlines Company
$15,001-$50,000
Purchase
2020-11-10
UIT First Trust Diversified W115 [OT]
$1,001-$15,000
Sale (Full) · spouse
2020-10-16
AAPLApple Inc.
$15,001-$50,000
Purchase · late
2020-10-16
AAPLWF 25 (Wells Fargo Financial) Apple Inc.
$15,001-$50,000
Purchase · late
2020-10-16
CVXWF 10 (Wells Fargo Financial) Chevron Corporation
$15,001-$50,000
Sale (Full) · late
2020-10-16
SKYYWells Fargo > WF48
$50,001-$100,000
Purchase · late
2020-10-16
JNJWF 10 (Wells Fargo Financial) Johnson & Johnson
$15,001-$50,000
Purchase · late
2020-10-16
WFCWells Fargo > WF48
$15,001-$50,000
Sale (Full) · late
2020-10-16
WFCWF 25 (Wells Fargo Financial) Vanguard Consumer Staples ETF (VdC) [ST]
$15,001-$50,000
Sale (Full) · late
2020-10-06
CVXWF 25 (Wells Fargo Financial)
$15,001-$50,000
Exchange · late
2020-10-06
CVXWF 25 (Wells Fargo Financial)
$1,001-$15,000
Exchange · late
2020-10-06
WFCWF 25 (Wells Fargo Financial) Noble Energy Inc. (NbL) [ST]
$1,001-$15,000
Exchange · late
2020-10-06
WFCWF 25 (Wells Fargo Financial)
$15,001-$50,000
Exchange · late
2020-09-28
ABTAbbott Laboratories
$50,001-$100,000
Purchase
2020-09-28
ABTAbbott Laboratories
$15,001-$50,000
Purchase
2020-09-28
JPMJPMORGAN CHASE & CO FIX/FLT JR SBRDNTD PERP MAT CLLB NRA TAXABLE CPN 4.051% DUE 12/29/49
$15,001-$50,000
Purchase
2020-09-24
BANK NOVA SCOTIA 0% 1Y: LKD EURO STOXX 50 INDEX DUE 09/24/2020 CPN 0.000% DUE 09/24/20
$15,001-$50,000
Sale (Full)
2020-09-21
FIFTH THIRD BANCORP FIX TO FLT JR SBRDNTD CALLABLE PERPTL CPN 5.100% DUE 12/31/49
$15,001-$50,000
Purchase
2020-09-21
CIBRFirst Trust NASDAQ Cybersecurity ETF
$15,001-$50,000
Purchase
2020-09-21
USMCPrincipal U.S. Mega-Cap ETF
$1,001-$15,000
Purchase
2020-09-21
VDCVanguard Consumer Staples ETF
$50,001-$100,000
Sale (Full)
2020-09-21
VDCVanguard Consumer Staples ETF
$15,001-$50,000
Sale (Full)
2020-09-09
JPMJP Morgan Chase & Co.
$15,001-$50,000
Sale (Full)
2020-09-08
GOOGLAlphabet Inc. - Class A
$15,001-$50,000
Purchase
2020-09-08
AAPLApple Inc.
$15,001-$50,000
Sale (Partial)
2020-09-08
INTUIntuit Inc.
$15,001-$50,000
Sale (Full)
2020-09-08
JPMJP Morgan Chase & Co.
$15,001-$50,000
Sale (Full)
2020-09-08
USMCPrincipal U.S. Mega-Cap ETF
$15,001-$50,000
Sale (Partial)
2020-09-08
SPYSPDR S&P 500
$15,001-$50,000
Sale (Partial)
2020-09-08
VIGVanguard Div Appreciation ETF
$50,001-$100,000
Sale (Partial)
2020-08-11
FT divers Income & growth Fall 15 [OT]
$100,001-$250,000
Sale (Full) · spouse
2020-08-10
AEPAmerican Electric Power Company, Inc.
$15,001-$50,000
Purchase · spouse
2020-08-10
AXPSP E62 (Edward Jones) American Express Company
$15,001-$50,000
Sale (Full)
2020-08-10
WFCWF 69 (Wells Fargo Financial) SPduke Energy Corporation (dUK) [ST]
$15,001-$50,000
Purchase
2020-08-10
DGROiShares Core dividend growth ETF (dgRO) [ST]
$50,001-$100,000
Purchase
2020-08-10
JNJJohnson & Johnson
$15,001-$50,000
Purchase · spouse
2020-08-10
PNCSP E62 (Edward Jones) PNC Financial Services group, Inc.
$50,001-$100,000
Sale (Full)
2020-08-10
PNCWF 10 (Wells Fargo Financial) PNC Financial Services group, Inc.
$15,001-$50,000
Sale (Full)
2020-08-10
WFCWF 69 (Wells Fargo Financial) SPdR bloomberg barclays Convertible Securities ETF (CWb) [ST]
$50,001-$100,000
Purchase
2020-08-10
WFCWF 10 (Wells Fargo Financial) SPdR S&P dividend ETF (SdY) [ST]
$15,001-$50,000
Purchase
2020-08-10
XLVWF 69 (Wells Fargo Financial) SPdR Select Sector Fund - Health Care
$50,001-$100,000
Purchase
2020-08-10
WFCWF 10 (Wells Fargo Financial) U.S. bancorp (USb) [ST]
$50,001-$100,000
Sale (Full)
2020-08-10
VWF 10 (Wells Fargo Financial) Visa Inc.
$15,001-$50,000
Sale (Full)
2020-07-20
AMERICAN FUNdS THE TAX EXEMPT bONd FUNd OF AMERICA [OT]
$1,001-$15,000
Purchase · spouse · late
2020-07-01
"CITIgROUP INC PERPETUAL FIX/FLT bONdS CALLAbLE CPN 6.125% dUE 12/29/49 dTd 11/13/15 FC 05/15/16 CALL1 11/15/20 @ 100.000, CUSIP- 172967Kd2" [OT]
$100,001-$250,000
Purchase · late
2020-07-01
AMZNWF 95 (Wells Fargo Financial)
$50,001-$100,000
Purchase · late
2020-07-01
AAPLSP E62 (Edward Jones)
$15,001-$50,000
Purchase · late
2020-07-01
HDWF 69 (Wells Fargo Financial) Home depot, Inc. (Hd) [ST]
$50,001-$100,000
Sale (Full) · late
2020-07-01
PFEWF 69 (Wells Fargo Financial) Pfizer, Inc.
$15,001-$50,000
Purchase · late
2020-07-01
RTXWF 69 (Wells Fargo Financial) Raytheon Technologies Corporation
$15,001-$50,000
Sale (Full) · late
2020-06-23
JPMJPMORgAN FEDERAL MONEY MARKET FUND [OT]
$1,001-$15,000
Purchase · spouse
2020-06-10
JPMJPMORgAN FEDERAL MONEY MARKET FUND [OT]
$15,001-$50,000
Purchase · spouse
2020-06-10
INFRLegg Mason global Infrastructure ETF
$15,001-$50,000
Sale (Full) · spouse
2020-06-09
EFGiShares MSCI EAFE growth ETF (EFg) [ST]
$1,001-$15,000
Sale (Partial)
2020-06-09
EFVSP E48 (Edward Jones) SPiShares MSCI EAFE Value ETF
$15,001-$50,000
Purchase
2020-06-09
IWMSP E48 (Edward Jones) SPiShares Russell 2000 ETF
$1,001-$15,000
Sale (Partial)
2020-06-09
JPMJPMORgAN FEDERAL MONEY MARKET FUND [OT]
$15,001-$50,000
Sale (Partial) · spouse
2020-06-09
ISDPgIM High Yield bond Fund, Inc.
$15,001-$50,000
Purchase · spouse
2020-06-09
VVVanguard Large-Cap ETF
$1,001-$15,000
Purchase · spouse
2020-06-02
PNCSP E48 (Edward Jones) PNC Financial Services group, Inc.
$15,001-$50,000
Purchase
2020-06-01
PNCWF 10 (Wells Fargo Financial) PNC Financial Services group, Inc.
$15,001-$50,000
Purchase
2020-06-01
TJXWF 69 (Wells Fargo Financial) TJX Companies, Inc.
$1,001-$15,000
Sale (Full)
2020-06-01
WFCWF 69 (Wells Fargo Financial) U.S. bancorp (USb) [ST]
$50,001-$100,000
Purchase
2020-06-01
VDCWF 10 (Wells Fargo Financial) Vanguard Consumer Staples ETF
$15,001-$50,000
Sale (Partial)
2020-05-26
SKYYSP E62 (Edward Jones) First Trust Cloud Computing ETF
$15,001-$50,000
Purchase
2020-05-26
WFCWF 69 (Wells Fargo Financial) goldman Sachs activebeta U.S. Large Cap Equity ETF (gSLC) [ST]
$15,001-$50,000
Sale (Full)
2020-05-26
WFCWF 25 (Wells Fargo Financial) goldman Sachs activebeta U.S. Large Cap Equity ETF (gSLC) [ST]
$15,001-$50,000
Sale (Full)
2020-05-26
USMCWF 10 (Wells Fargo Financial)
$1,001-$15,000
Purchase
2020-05-26
USMCWF 25 (Wells Fargo Financial) Principal U.S. Mega-Cap Multi- Factor Index ETF
$15,001-$50,000
Purchase
2020-05-26
USMCWF 25 (Wells Fargo Financial) Principal U.S. Mega-Cap Multi- Factor Index ETF
$1,001-$15,000
Purchase
2020-05-26
USMCWF 53 (Wells Fargo Financial) Principal U.S. Mega-Cap Multi- Factor Index ETF
$15,001-$50,000
Purchase
2020-05-26
BXThe blackstone group Inc. Class a (bX) [ST]
$50,001-$100,000
Purchase
2020-05-26
WFCWF 10 (Wells Fargo Financial) The blackstone group Inc. Class a (bX) [ST]
$15,001-$50,000
Purchase
2020-05-19
AMZNamazon.com, Inc. (aMZN) [ST]
$50,001-$100,000
Purchase
2020-05-19
AAPLWF 10 (Wells Fargo Financial) apple Inc. (aaPL) [ST]
$15,001-$50,000
Purchase
2020-05-19
WFCWF 10 (Wells Fargo Financial) becton, dickinson and Company (bdX) [ST]
$15,001-$50,000
Sale (Full)
2020-05-19
WFCWF 69 (Wells Fargo Financial) Carrier global Corporation (CaRR) [ST]
$1,001-$15,000
Sale (Full)
2020-05-19
SKYYWF 25 (Wells Fargo Financial) First Trust Cloud Computing ETF
$15,001-$50,000
Purchase
2020-05-19
SKYYFirst Trust Cloud Computing ETF
$15,001-$50,000
Purchase · spouse
2020-05-19
SKYYWF 31 (Wells Fargo Financial) First Trust Cloud Computing ETF
$15,001-$50,000
Purchase
2020-05-19
HDWF 53 (Wells Fargo Financial) Home depot, Inc. (Hd) [ST]
$15,001-$50,000
Purchase
2020-05-19
WFCWF 69 (Wells Fargo Financial) SPiShares Core S&P Total U.S. Stock Market ETF (IToT) [ST]
$15,001-$50,000
Purchase
2020-05-19
JPMSP E62 (Edward Jones) JP Morgan Chase & Co.
$15,001-$50,000
Purchase
2020-05-19
JPMWF 10 (Wells Fargo Financial) JP Morgan Chase & Co.
$1,001-$15,000
Purchase
2020-05-19
WFCWF 69 (Wells Fargo Financial) otis Worldwide Corporation (oTIS) [ST]
$1,001-$15,000
Sale (Full)
2020-05-19
WFCWF 69 (Wells Fargo Financial) PNC FINaNCIaL SERVICES UNSECUREd FIX To FLoaT CaLLabLE SER R PERPTL CPN 4.850% dUE 05/29/49 [oT]
$50,001-$100,000
Purchase
2020-05-19
VIGVanguard div appreciation ETF (VIg) [ST]
$15,001-$50,000
Purchase · spouse
2020-05-19
WFCWF 31 (Wells Fargo Financial) Vanguard div appreciation ETF (VIg) [ST]
$15,001-$50,000
Purchase
2020-05-19
VZWF 10 (Wells Fargo Financial) Verizon Communications Inc.
$15,001-$50,000
Purchase
2020-05-12
UIT FIRST TRUST dIVERSIFIEd INCoME & gRoWTH PoRT SER 2015 [oT]
$50,001-$100,000
Sale (Full) · spouse
2020-05-11
WFCWF 69 (Wells Fargo Financial) SPdarden Restaurants, Inc. (dRI) [ST]
$15,001-$50,000
Purchase
2020-05-11
JNJJohnson & Johnson
$15,001-$50,000
Purchase · spouse
2020-05-11
PGProcter & gamble Company (Pg) [ST]
$15,001-$50,000
Purchase · spouse
2020-04-24
WFCWF 10 (Wells Fargo Financial) boFa FIN LLC 0% 1Y: LKd To S&P 500 INdEX dUE 04/24/2020 CPN 0.000% dUE 04/24/20 [oT]
$50,001-$100,000
Sale (Full)
2020-04-24
WFCWF 10 (Wells Fargo Financial)
$15,001-$50,000
Sale (Full)
2020-04-23
UIT INVESCo UNIT TRS CENT EQUITY TR dIVERSFEd SER 2016- [oT]
$100,001-$250,000
Sale (Full) · spouse
2020-04-22
WFCWF 53 (Wells Fargo Financial) SPamerican Capital Income [oT]
$1,001-$15,000
Purchase
2020-04-22
SP E62 (Edward Jones) SPamerican Fundamental Investors [oT]
$1,001-$15,000
Purchase
2020-04-22
SP E62 (Edward Jones)
$1,001-$15,000
Purchase
2020-04-22
SP E62 (Edward Jones)
$1,001-$15,000
Purchase
2020-04-22
SP E62 (Edward Jones)
$1,001-$15,000
Purchase
2020-04-22
CVXChevron Corporation
$15,001-$50,000
Purchase · spouse
2020-04-22
DUKduke Energy Corporation (dUK) [ST]
$15,001-$50,000
Purchase
2020-04-22
EMREmerson Electric Company
$15,001-$50,000
Purchase · spouse
2020-04-22
Franklin Rising dividend Cl a [oT]
$1,001-$15,000
Purchase · spouse
2020-04-22
DGROiShares Core dividend growth ETF (dgRo) [ST]
$15,001-$50,000
Purchase
2020-04-22
MPCMarathon Petroleum Corporation
$15,001-$50,000
Purchase · spouse
2020-04-15
AMZNamazon.com, Inc. (aMZN) [ST]
$15,001-$50,000
Purchase
2020-04-15
AMZNWF 10 (Wells Fargo Financial) amazon.com, Inc. (aMZN) [ST]
$15,001-$50,000
Purchase
2020-04-15
AAPLSP E62 (Edward Jones)
$15,001-$50,000
Purchase
2020-04-15
AAPLWF 53 (Wells Fargo Financial) apple Inc. (aaPL) [ST]
$50,001-$100,000
Purchase
2020-04-15
JPMSP E62 (Edward Jones) JPMoRgaN CHaSE & Co FIXEd/FLoaT JR SbRdNTd CaLLabLE PERPETUaL MaT CPN 88.875% dUE 12/29/49 [oT]
$50,001-$100,000
Purchase
2020-04-15
JPMWF 10 (Wells Fargo Financial)
$50,001-$100,000
Purchase
2020-04-15
JPMWF 10 (Wells Fargo Financial)
$50,001-$100,000
Purchase
2020-04-15
VIG
$50,001-$100,000
Purchase
2020-04-15
WFCWF 10 (Wells Fargo Financial) Vanguard div appreciation ETF (VIg) [ST]
$50,001-$100,000
Purchase
2020-04-15
WFCWF 69 (Wells Fargo Financial) Vanguard div appreciation ETF (VIg) [ST]
$15,001-$50,000
Purchase
2020-04-13
DRIdarden Restaurants, Inc. (dRI) [ST]
$15,001-$50,000
Purchase
2020-04-06
AEPamerican Electric Power Company, Inc. (aEP) [ST]
$15,001-$50,000
Purchase
2020-04-06
DGROiShares Core dividend growth ETF (dgRo) [ST]
$15,001-$50,000
Purchase
2020-04-06
DGROiShares Core dividend growth ETF (dgRo) [ST]
$1,001-$15,000
Purchase
2020-04-06
SOSouthern Company (So) [ST]
$15,001-$50,000
Purchase · spouse
2020-03-27
WFCWF 95 (Wells Fargo Financial)
$50,001-$100,000
Sale (Full)
2020-03-27
WFCWF 95 (Wells Fargo Financial)
$15,001-$50,000
Sale (Full)
2020-03-18
WFCWF 69 (Wells Fargo Financial) american Electric Power Company, Inc. (aEP) [ST]
$15,001-$50,000
Sale (Full)
2020-03-18
DEOdiageo plc (dEo) [ST]
$1,001-$15,000
Sale (Partial)
2020-03-18
WFCWF 69 (Wells Fargo Financial) diageo plc (dEo) [ST]
$1,001-$15,000
Sale (Full)
2020-03-18
WFCWF 53 (Wells Fargo Financial)
$15,001-$50,000
Sale (Full)
2020-03-18
LUVSouthwest airlines Company
$15,001-$50,000
Sale (Full) · spouse
2020-03-18
LUVWF 31 (Wells Fargo Financial) Southwest airlines Company
$15,001-$50,000
Sale (Full)
2020-03-18
WFCWF 25 (Wells Fargo Financial) SPdR dow Jones Industrial average ETF (dIa) [ST]
$1,001-$15,000
Sale (Partial)
2020-03-18
WFCWF 53 (Wells Fargo Financial) SPdR dow Jones Industrial average ETF (dIa) [ST]
$1,001-$15,000
Sale (Full)
2020-03-18
WFCWF 95 (Wells Fargo Financial)
$1,001-$15,000
Sale (Full)
2020-03-18
VPUWF 53 (Wells Fargo Financial) Vanguard Utilities ETF
$15,001-$50,000
Sale (Full)
2020-03-18
VPUWF 95 (Wells Fargo Financial)
$15,001-$50,000
Sale (Full)
2020-03-18
DISWF 10 (Wells Fargo Financial) Walt disney Company (dIS) [ST]
$1,001-$15,000
Sale (Full)
2020-03-11
MMM3M Company
$1,001-$15,000
Sale (Full)
2020-03-11
WFCWF 10 (Wells Fargo Financial)
$50,001-$100,000
Sale (Full)
2020-03-11
WFCWF 95 (Wells Fargo Financial)
$15,001-$50,000
Sale (Full)
2020-03-11
WFCWF 69 (Wells Fargo Financial) SPdR S&P dividend ETF (SdY) [ST]
$100,001-$250,000
Sale (Full)
2020-03-11
WFCWF 10 (Wells Fargo Financial) SPdR S&P dividend ETF (SdY) [ST]
$50,001-$100,000
Sale (Full)
2020-03-11
TRVWF 25 (Wells Fargo Financial) The Travelers Companies, Inc.
$1,001-$15,000
Sale (Full)
2020-03-11
WFCWF 69 (Wells Fargo Financial) Vanguard Consumer Staples ETF (VdC) [ST]
$15,001-$50,000
Sale (Full)
2020-03-11
WFCWF 10 (Wells Fargo Financial) Vanguard div appreciation ETF (VIg) [ST]
$15,001-$50,000
Sale (Full)
2020-03-11
WFCWF 25 (Wells Fargo Financial) Vanguard div appreciation ETF (VIg) [ST]
$50,001-$100,000
Sale (Full)
2020-03-10
WFCWF 10 (Wells Fargo Financial)
$50,001-$100,000
Sale (Full)
2020-03-10
WFCWF 95 (Wells Fargo Financial)
$15,001-$50,000
Sale (Partial)
2020-03-10
VPUWF 25 (Wells Fargo Financial) Vanguard Utilities ETF
$15,001-$50,000
Sale (Full)
2020-02-28
baRCLaYS bK PLC 0% bLS CaPPEd LEVERagE INdEX RETURN NT MTY 02/28/2020 [oT]
$50,001-$100,000
Sale (Full)
2020-02-28
WFCWF 10 (Wells Fargo Financial)
$50,001-$100,000
Sale (Full)
2020-02-26
WFCWF 53 (Wells Fargo Financial) First Trust Morningstar ETF (FdL) [ST]
$15,001-$50,000
Sale (Full)
2020-02-25
WFCWF 10 (Wells Fargo Financial) First Trust Morningstar ETF (FdL) [ST]
$15,001-$50,000
Sale (Partial)
2020-02-25
VPUWF 25 (Wells Fargo Financial) Vanguard Utilities ETF
$50,001-$100,000
Purchase
2020-02-24
WFCWF 69 (Wells Fargo Financial) baNK NoVa SCoTIa 0% bLS bC CaPPEd LEVERagEd INdX RETURN MTY 03/27/20 CPN 0.000% dUE 03/27/20 [oT]
$50,001-$100,000
Exchange
2020-02-24
WFCWF 10 (Wells Fargo Financial)
$50,001-$100,000
Exchange
2020-02-24
WFCWF 10 (Wells Fargo Financial)
$50,001-$100,000
Exchange
2020-02-24
WFCWF 95 (Wells Fargo Financial)
$50,001-$100,000
Exchange
2020-02-24
WFCWF 10 (Wells Fargo Financial)
$50,001-$100,000
Exchange
2020-02-24
WFCWF 10 (Wells Fargo Financial)
$50,001-$100,000
Exchange
2020-02-24
WFCWF 69 (Wells Fargo Financial) First Trust dJ Internet Index Fund (FdN) [ST]
$50,001-$100,000
Exchange
2020-02-24
WFCWF 95 (Wells Fargo Financial)
$50,001-$100,000
Exchange
2020-02-24
WFCWF 10 (Wells Fargo Financial) First Trust Morningstar ETF (FdL) [ST]
$50,001-$100,000
Exchange
2020-02-24
WFCWF 95 (Wells Fargo Financial)
$50,001-$100,000
Exchange
2020-02-24
GSgoldman Sachs activebeta U.S. Large Cap Equity ETF (gSLC) [ST]
$100,001-$250,000
Exchange
2020-02-24
WFCWF 95 (Wells Fargo Financial)
$100,001-$250,000
Exchange
2020-02-24
WFCWF 10 (Wells Fargo Financial)
$50,001-$100,000
Exchange
2020-02-24
WFCWF 10 (Wells Fargo Financial)
$50,001-$100,000
Exchange
2020-02-24
USMCWF 69 (Wells Fargo Financial) Principal U.S. Mega-Cap Multi- Factor Index ETF
$100,001-$250,000
Exchange
2020-02-24
USMCWF 95 (Wells Fargo Financial)
$100,001-$250,000
Exchange
2020-02-24
SPYWF 53 (Wells Fargo Financial) SPdR S&P 500
$100,001-$250,000
Exchange
2020-02-24
SPYWF 10 (Wells Fargo Financial)
$100,001-$250,000
Exchange
2020-02-24
SDYdR S&P dividend ETF (SdY) [ST]
$50,001-$100,000
Exchange
2020-02-24
WFCWF 10 (Wells Fargo Financial)
$50,001-$100,000
Exchange
2020-02-24
WFCWF 69 (Wells Fargo Financial) Vanguard Consumer Staples ETF (VdC) [ST]
$100,001-$250,000
Exchange
2020-02-24
WFCWF 10 (Wells Fargo Financial)
$100,001-$250,000
Exchange
2020-02-24
WFCWF 10 (Wells Fargo Financial) Vanguard div appreciation ETF (VIg) [ST]
$50,001-$100,000
Exchange
2020-02-24
WFCWF 10 (Wells Fargo Financial)
$50,001-$100,000
Exchange
2020-02-24
VPUVanguard Utilities ETF
$15,001-$50,000
Exchange
2020-02-24
VPUWF 10 (Wells Fargo Financial)
$15,001-$50,000
Exchange
2020-02-18
WFCWF 10 (Wells Fargo Financial) First Trust Morningstar ETF (FdL) [ST]
$1,001-$15,000
Sale (Full)
2020-02-18
WFCWF 25 (Wells Fargo Financial) First Trust Morningstar ETF (FdL) [ST]
$15,001-$50,000
Sale (Partial)
2020-02-18
WFCWF 25 (Wells Fargo Financial) goldman Sachs activebeta U.S. Large Cap Equity ETF (gSLC) [ST]
$15,001-$50,000
Purchase
2020-02-18
VPUWF 95 (Wells Fargo Financial) Vanguard Utilities ETF
$15,001-$50,000
Purchase
2020-02-10
CSQWF 25 (Wells Fargo Financial)
$1,001-$15,000
Sale (Full)
2020-02-10
WFCWF 25 (Wells Fargo Financial) goldman Sachs activebeta U.S. Large Cap Equity ETF (gSLC) [ST]
$15,001-$50,000
Purchase
2020-02-10
WFCWF 53 (Wells Fargo Financial) goldman Sachs activebeta U.S. Large Cap Equity ETF (gSLC) [ST]
$15,001-$50,000
Purchase
2020-02-10
QQQWF 95 (Wells Fargo Financial) Invesco QQQ Trust, Series 1
$15,001-$50,000
Purchase
2020-02-10
USMCWF 53 (Wells Fargo Financial) Principal U.S. Mega-Cap Multi- Factor Index ETF
$15,001-$50,000
Purchase
2020-02-10
WFCWF 95 (Wells Fargo Financial) SPdR dow Jones Industrial average ETF (dIa) [ST]
$1,001-$15,000
Purchase
2020-02-10
SPYWF 53 (Wells Fargo Financial) SPdR S&P 500
$15,001-$50,000
Purchase
2020-02-10
WFCWF 95 (Wells Fargo Financial) SPdR S&P dividend ETF (SdY) [ST]
$15,001-$50,000
Purchase
2020-02-10
WFCWF 95 (Wells Fargo Financial) Vanguard Consumer Staples ETF (VdC) [ST]
$15,001-$50,000
Purchase
2020-02-10
WFCWF 95 (Wells Fargo Financial) Vanguard div appreciation ETF (VIg) [ST]
$15,001-$50,000
Purchase
2020-02-10
VPUWF 95 (Wells Fargo Financial) Vanguard Utilities ETF
$15,001-$50,000
Purchase
2020-02-10
VPUWF 53 (Wells Fargo Financial) Vanguard Utilities ETF
$15,001-$50,000
Purchase
2020-01-31
SP E62 (Edward Jones)
$50,001-$100,000
Sale (Full)
2020-01-31
WFCWF 77 (Wells Fargo Financial)
$100,001-$250,000
Sale (Full)
2020-01-16
SPamerican balanced Fund Class a [oT]
$1,001-$15,000
Purchase
2020-01-16
IVZInvesco Ltd
$1,001-$15,000
Purchase · spouse
2019-12-30
JPMJPMoRgaN FEDERaL MoNEY MaRKET FUND [oT]
$1,001-$15,000
Purchase · spouse
2019-12-23
JPMJPMoRgaN FEDERaL MoNEY MaRKET FUND [oT]
$1,001-$15,000
Purchase · spouse · late
2019-12-20
baNK NoVa SCoTIa b 0EDP C aCLRTD RTRN NT LKD S&P 500 IDX DUE 12/20/2019 CPN 0.000% [oT]
$50,001-$100,000
Sale (Full) · late
2019-12-12
WFCWF 95 (Wells Fargo Financial)
$50,001-$100,000
Sale (Full) · late
2019-12-12
IVZInvesco Ltd
$1,001-$15,000
Sale (Full) · spouse · late
2019-12-10
WFCWF 95 (Wells Fargo Financial)
$15,001-$50,000
Purchase · late
2019-12-10
CWBDR bloomberg barclays Convertible Securities ETF (CWb) [ST]
$50,001-$100,000
Sale (Partial) · spouse · late
2019-12-10
VPUWF 95 (Wells Fargo Financial) Vanguard Utilities ETF
$15,001-$50,000
Sale (Full) · late
2019-12-03
WFCWF 95 (Wells Fargo Financial) goldman Sachs activebeta U.S. Large Cap Equity ETF (gSLC) [ST]
$1,001-$15,000
Purchase · late
2019-12-03
WFCWF 95 (Wells Fargo Financial) goldman Sachs activebeta U.S. Large Cap Equity ETF (gSLC) [ST]
$15,001-$50,000
Purchase · late
2019-12-03
CWBDR bloomberg barclays Convertible Securities ETF (CWb) [ST]
$15,001-$50,000
Sale (Full) · spouse · late
2019-12-03
CWBDR bloomberg barclays Convertible Securities ETF (CWb) [ST]
$50,001-$100,000
Sale (Full) · spouse · late
2019-12-03
SDYDR S&P Dividend ETF
$15,001-$50,000
Purchase · spouse · late
2019-12-03
VIGVanguard Div appreciation ETF (VIg) [ST]
$15,001-$50,000
Purchase · late
2019-12-03
WFCWF 25 (Wells Fargo Financial) Vanguard Div appreciation ETF (VIg) [ST]
$15,001-$50,000
Purchase · late
2019-11-29
CREdIT SUISSE ag 0% EdP LKd EURo SToXX 50 INdEX dUE 11/27/2020 CPN 0.000% dUE 11/27/20 [oT]
$15,001-$50,000
Sale (Full) · spouse
2019-11-07
WFCWF 31 (Wells Fargo Financial)
$15,001-$50,000
Purchase
2019-11-07
USMCWF 95 (Wells Fargo Financial) Principal U.S. Mega-Cap Multi- Factor Index ETF
$15,001-$50,000
Purchase
2019-11-07
SPYWF 95 (Wells Fargo Financial) SPdR S&P 500
$15,001-$50,000
Purchase
2019-11-07
WFCWF 95 (Wells Fargo Financial) SPdR S&P dividend ETF (SdY) [ST]
$15,001-$50,000
Purchase
2019-11-07
VPUWF 95 (Wells Fargo Financial) Vanguard Utilities ETF
$15,001-$50,000
Sale (Partial)
2019-10-21
SDYDR S&P Dividend ETF
$50,001-$100,000
Purchase · spouse
2019-10-21
SDYDR S&P Dividend ETF
$15,001-$50,000
Purchase · spouse
2019-10-10
ACNaccenture plc Class a ordinary Shares (aCN) [ST]
$15,001-$50,000
Sale (Full)
2019-10-10
DDWF 69 (Wells Fargo Financial) DuPont de Nemours, Inc.
$1,001-$15,000
Sale (Full)
2019-10-10
XOMWF 69 (Wells Fargo Financial) Exxon Mobil Corporation (XoM) [ST]
$1,001-$15,000
Sale (Full)
2019-10-10
FDNWF 69 (Wells Fargo Financial) First Trust DJ Internet Index Fund
$15,001-$50,000
Sale (Partial)
2019-10-10
FDLWF 95 (Wells Fargo Financial) First Trust Morningstar ETF
$15,001-$50,000
Purchase
2019-10-10
FDLWF 95 (Wells Fargo Financial) First Trust Morningstar ETF
$1,001-$15,000
Purchase
2019-10-10
JNJWF 25 (Wells Fargo Financial) Johnson & Johnson
$1,001-$15,000
Sale (Partial)
2019-10-10
JNJWF 69 (Wells Fargo Financial) Johnson & Johnson
$1,001-$15,000
Sale (Full)
2019-10-10
NEESP E48 (Edward Jones)
$15,001-$50,000
Sale (Full)
2019-10-10
PNCWF 69 (Wells Fargo Financial) PNC Financial Services group, Inc.
$1,001-$15,000
Sale (Partial)

Amounts are the dollar ranges the STOCK Act requires — exact trade sizes aren't disclosed. "Spouse" marks trades reported for a spouse's account. Source: official House Clerk / Senate eFD periodic transaction reports. Not investment advice.