|
John Curtis
|
house |
Valero Energy Corporation (VLO) |
VLO |
STOCK |
Purchase
|
June 21, 2023 |
$$1,001 - $15,000 |
Aug. 7, 2023 |
|
John Curtis
|
house |
Sysco Corporation (SYY) |
SYY |
STOCK |
Sale
|
June 21, 2023 |
$$1,001 - $15,000 |
Aug. 7, 2023 |
|
John Curtis
|
house |
Sherwin-Williams Company (SHW) |
SHW |
STOCK |
Purchase
|
June 21, 2023 |
$$1,001 - $15,000 |
Aug. 7, 2023 |
|
John Curtis
|
house |
Microsoft Corporation (MSFT) |
MSFT |
STOCK |
Sale (partial)
|
May 11, 2023 |
$$1,001 - $15,000 |
June 2, 2023 |
|
John Curtis
|
house |
UNION CNTY N C LTD OBLIG REF P BDS 2023 5.000% 12/01/25 |
|
BOND |
Sale
|
April 27, 2023 |
$$1,001 - $15,000 |
May 10, 2023 |
|
John Curtis
|
house |
Starbucks Corporation (SBUX) |
SBUX |
STOCK |
Sale (partial)
|
April 26, 2023 |
$$1,001 - $15,000 |
May 10, 2023 |
|
John Curtis
|
house |
Visa Inc. (V) |
V |
STOCK |
Sale (partial)
|
April 26, 2023 |
$$1,001 - $15,000 |
May 10, 2023 |
|
John Curtis
|
house |
Boston Scientific Corporation (BSX) |
BSX |
STOCK |
Sale (partial)
|
April 26, 2023 |
$$1,001 - $15,000 |
May 10, 2023 |
|
John Curtis
|
house |
Berkshire Hathaway Inc. (BRK.B) |
BRK.B |
STOCK |
Purchase
|
April 26, 2023 |
$$1,001 - $15,000 |
May 10, 2023 |
|
John Curtis
|
house |
CSX Corporation (CSX) |
CSX |
STOCK |
Purchase
|
April 26, 2023 |
$$1,001 - $15,000 |
May 10, 2023 |
|
John Curtis
|
house |
Edwards Lifesciences Corporation (EW) |
EW |
STOCK |
Purchase
|
April 26, 2023 |
$$1,001 - $15,000 |
May 10, 2023 |
|
John Curtis
|
house |
Caterpillar, Inc. (CAT) |
CAT |
STOCK |
Sale (partial)
|
April 26, 2023 |
$$1,001 - $15,000 |
May 10, 2023 |
|
John Curtis
|
house |
Elevance Health, Inc. (ELV) |
ELV |
STOCK |
Purchase
|
April 26, 2023 |
$$1,001 - $15,000 |
May 10, 2023 |
|
John Curtis
|
house |
Mastercard Incorporated (MA) |
MA |
STOCK |
Sale (partial)
|
April 26, 2023 |
$$1,001 - $15,000 |
May 10, 2023 |
|
John Curtis
|
house |
NVIDIA Corporation (NVDA) |
NVDA |
STOCK |
Sale (partial)
|
April 26, 2023 |
$$1,001 - $15,000 |
May 10, 2023 |
|
John Curtis
|
house |
Bank of America Corporation (BAC) |
BAC |
STOCK |
Sale (partial)
|
March 16, 2023 |
$$1,001 - $15,000 |
March 27, 2023 |
|
John Curtis
|
house |
Berkshire Hathaway Inc. New (BRK.B) |
BRK.B |
STOCK |
Purchase
|
March 16, 2023 |
$$1,001 - $15,000 |
March 27, 2023 |
|
John Curtis
|
house |
FIRST REPUBLIC BANK (FRC) |
FRC |
STOCK |
Sale
|
March 16, 2023 |
$$1,001 - $15,000 |
March 27, 2023 |
|
John Curtis
|
house |
OAK CREEK WIS NT ANTIC NTS 2023 B 4.000% 04/01/26 |
|
NOTE |
Purchase
|
March 14, 2023 |
$$15,001 - $50,000 |
March 27, 2023 |
|
John Curtis
|
house |
Thermo Fisher Scientific Inc (TMO) |
TMO |
STOCK |
Sale (partial)
|
Feb. 23, 2023 |
$$1,001 - $15,000 |
March 13, 2023 |
|
John Curtis
|
house |
UnitedHealth Group Incorporated Common Stock (UNH) |
UNH |
STOCK |
Sale (partial)
|
Feb. 23, 2023 |
$$1,001 - $15,000 |
March 13, 2023 |
|
John Curtis
|
house |
Raytheon Technologies Corporation (RTX) |
RTX |
STOCK |
Sale (partial)
|
Feb. 23, 2023 |
$$1,001 - $15,000 |
March 13, 2023 |
|
John Curtis
|
house |
NVIDIA Corporation (NVDA) |
NVDA |
STOCK |
Sale (partial)
|
Feb. 23, 2023 |
$$1,001 - $15,000 |
March 13, 2023 |
|
John Curtis
|
house |
Procter & Gamble Company (PG) |
PG |
STOCK |
Sale (partial)
|
Feb. 23, 2023 |
$$1,001 - $15,000 |
March 13, 2023 |
|
John Curtis
|
house |
Microsoft Corporation (MSFT) |
MSFT |
STOCK |
Sale (partial)
|
Feb. 23, 2023 |
$$1,001 - $15,000 |
March 13, 2023 |