Robert J. Wittman
RRepublican· house· VA-01
Trades
224
Buys
114
Sells
110
Est. volume
~$2.0M
Stocks
81
Avg lag
11d
Not investment advice. CopyCat Trade Tracker is for educational and informational purposes only — it is not research, a recommendation, or a solicitation to buy or sell any security. Past or lagged performance does not indicate future results.
Transactions (most recent disclosure first)
| Politician | Asset | Trade | Amount | Traded | Disclosed |
|---|---|---|---|---|---|
| Robert J. Wittman Rhouse· VA01 | WMT Walmart Inc. | ▼ Sell | $1,001 - $15,000 | Sep 28, 2023 | Oct 12, 2023 3y ago14d lag |
| Robert J. Wittman Rhouse· VA01 | UNH UnitedHealth Group Incorporated Common Stock | ▼ Sell | $1,001 - $15,000 | Sep 28, 2023 | Oct 12, 2023 3y ago14d lag |
| Robert J. Wittman Rhouse· VA01 | PLD ProLogis, Inc. | ▼ Sell | $1,001 - $15,000 | Sep 28, 2023 | Oct 12, 2023 3y ago14d lag |
| Robert J. Wittman Rhouse· VA01 | MSFT Microsoft Corporation | ▼ Sell | $1,001 - $15,000 | Sep 28, 2023 | Oct 12, 2023 3y ago14d lag |
| Robert J. Wittman Rhouse· VA01 | KMI Kinder Morgan, Inc. | ▼ Sell | $1,001 - $15,000 | Sep 28, 2023 | Oct 12, 2023 3y ago14d lag |
| Robert J. Wittman Rhouse· VA01 | JPM JP Morgan Chase & Co. | ▼ Sell | $1,001 - $15,000 | Sep 28, 2023 | Oct 12, 2023 3y ago14d lag |
| Robert J. Wittman Rhouse· VA01 | HIG Hartford Financial Services Group, Inc. | ▼ Sell | $1,001 - $15,000 | Sep 28, 2023 | Oct 12, 2023 3y ago14d lag |
| Robert J. Wittman Rhouse· VA01 | EOG EOG Resources, Inc. ID Owner Asset Transaction Date Notification Amount Cap. Type Date Gains > | ▼ Sell | $1,001 - $15,000 | Sep 28, 2023 | Oct 12, 2023 3y ago14d lag |
| Robert J. Wittman Rhouse· VA01 | CAT Caterpillar, Inc. | ▼ Sell | $1,001 - $15,000 | Sep 28, 2023 | Oct 12, 2023 3y ago14d lag |
| Robert J. Wittman Rhouse· VA01 | AAPL Apple Inc. | ▼ Sell | $1,001 - $15,000 | Sep 28, 2023 | Oct 12, 2023 3y ago14d lag |
| Robert J. Wittman Rhouse· VA01 | AMZN Amazon.com, Inc. | ▼ Sell | $1,001 - $15,000 | Sep 28, 2023 | Oct 12, 2023 3y ago14d lag |
| Robert J. Wittman Rhouse· VA01 | GOOG Alphabet Inc. - Class C Capital Stock | ▼ Sell | $1,001 - $15,000 | Sep 28, 2023 | Oct 12, 2023 3y ago14d lag |
| Robert J. Wittman Rhouse· VA01 | ABBV AbbVie Inc. | ▼ Sell | $1,001 - $15,000 | Sep 28, 2023 | Oct 12, 2023 3y ago14d lag |
| Robert J. Wittman Rhouse· VA01 | IFF International Flavors & Fragrances, Inc. | ▼ Sell | $1,001 - $15,000 | Sep 15, 2023 | Oct 12, 2023 3y ago27d lag |
| Robert J. Wittman Rhouse· VA01 | FIS Fidelity National Information Services, Inc. | ▼ Sell | $1,001 - $15,000 | Sep 15, 2023 | Oct 12, 2023 3y ago27d lag |
| Robert J. Wittman Rhouse· VA01 | AMT American Tower Corporation | ▲ Buy | $1,001 - $15,000 | Sep 7, 2023 | Oct 12, 2023 3y ago35d lag |
| Robert J. Wittman Rhouse· VA01 | PG Procter & Gamble Company | ▲ Buy | $1,001 - $15,000 | Jul 31, 2023 | Sep 26, 2023 3y ago57d lag |
| Robert J. Wittman Rhouse· VA01 | KMB Kimberly-Clark Corporation | ▼ Sell | $1,001 - $15,000 | Jul 31, 2023 | Sep 26, 2023 3y ago57d lag |
| Robert J. Wittman Rhouse· VA01 | UNP Union Pacific Corporation | ▼ Sell (partial) | $1,001 - $15,000 | Jul 27, 2023 | Sep 26, 2023 3y ago61d lag |
| Robert J. Wittman Rhouse· VA01 | ZTS Zoetis Inc. Class A | ▲ Buy | $1,001 - $15,000 | Jul 21, 2023 | Sep 26, 2023 3y ago67d lag |
| Robert J. Wittman Rhouse· VA01 | DG Dollar General Corporation | ▼ Sell | $1,001 - $15,000 | Jul 21, 2023 | Sep 26, 2023 3y ago67d lag |
| Robert J. Wittman Rhouse· VA01 | SPGI S&P Global Inc. ID Owner Asset Transaction Date Notification Amount Cap. Type Date Gains > | ▲ Buy | $1,001 - $15,000 | Jun 13, 2023 | Sep 26, 2023 3y ago105d lag |
| Robert J. Wittman Rhouse· VA01 | CB Chubb Limited | ▼ Sell | $1,001 - $15,000 | Jun 13, 2023 | Sep 26, 2023 3y ago105d lag |
| Robert J. Wittman Rhouse· VA01 | AVGO Broadcom Inc. | ▼ Sell (partial) | $1,001 - $15,000 | Jun 13, 2023 | Sep 26, 2023 3y ago105d lag |
| Robert J. Wittman Rhouse· VA01 | ACN Accenture plc Class A Ordinary Shares | ▼ Sell (partial) | $1,001 - $15,000 | Apr 21, 2023 | Sep 26, 2023 3y ago158d lag |
| Robert J. Wittman Rhouse· VA01 | PSX Phillips 66 | ▼ Sell | $1,001 - $15,000 | Aug 17, 2023 | Sep 22, 2023 3y ago36d lag |
| Robert J. Wittman Rhouse· VA01 | JPM JP Morgan Chase & Co. | ▲ Buy | $1,001 - $15,000 | May 30, 2023 | Jun 1, 2023 3y ago2d lag |
| Robert J. Wittman Rhouse· VA01 | XOM Exxon Mobil Corporation | ▲ Buy | $1,001 - $15,000 | Apr 20, 2023 | Apr 24, 2023 3y ago4d lag |
| Robert J. Wittman Rhouse· VA01 | CSCO Cisco Systems, Inc. | ▼ Sell | $1,001 - $15,000 | Apr 20, 2023 | Apr 24, 2023 3y ago4d lag |
| Robert J. Wittman Rhouse· VA01 | OT Vaneck Morningstar Intl Moat ETF L : US D : Mutual fund | ▲ Buy | $1,001 - $15,000 | Feb 3, 2023 | Mar 1, 2023 3y ago26d lag |
| Robert J. Wittman Rhouse· VA01· Spouse | OT DR Bloomberg Short Term HI L : US D : Mutual fund | ▼ Sell | $1,001 - $15,000 | Feb 3, 2023 | Mar 1, 2023 3y ago26d lag |
| Robert J. Wittman Rhouse· VA01 | MSFT Microsoft Corporation ID Owner Asset Transaction Date Notification Amount Cap. Type Date Gains > | ▼ Sell (partial) | $1,001 - $15,000 | Feb 3, 2023 | Mar 1, 2023 3y ago26d lag |
| Robert J. Wittman Rhouse· VA01 | OT Ishares US Technology ETF L : US D : Mutual fund | ▼ Sell (partial) | $1,001 - $15,000 | Feb 3, 2023 | Mar 1, 2023 3y ago26d lag |
| Robert J. Wittman Rhouse· VA01 | OT Ishares US Pharmaceuticals ETF L : US D : Mutual fund | ▲ Buy | $1,001 - $15,000 | Feb 3, 2023 | Mar 1, 2023 3y ago26d lag |
| Robert J. Wittman Rhouse· VA01 | OT Ishares MSCI Euro Financial L : US D : Mutual fund | ▲ Buy | $1,001 - $15,000 | Feb 3, 2023 | Mar 1, 2023 3y ago26d lag |
| Robert J. Wittman Rhouse· VA01 | OT Global X MSCI Norway ETF L : US D : Mutual fund | ▼ Sell | $1,001 - $15,000 | Feb 3, 2023 | Mar 1, 2023 3y ago26d lag |
| Robert J. Wittman Rhouse· VA01 | BAX Baxter International Inc. | ▼ Sell | $1,001 - $15,000 | Jan 20, 2023 | Jan 24, 2023 3y ago4d lag |
| Robert J. Wittman Rhouse· VA01 | OT Harding Loevner Intl Eqty Inst L : US D : Mutual fund | ▲ Buy | $1,001 - $15,000 | Jan 20, 2023 | Jan 23, 2023 3y ago3d lag |
| Robert J. Wittman Rhouse· VA01 | OT Vanguard Total Intl Bond ETF L : US D : Mutual fund | ▼ Sell | $15,001 - $50,000 | Jan 17, 2023 | Jan 19, 2023 3y ago2d lag |
| Robert J. Wittman Rhouse· VA01 | OT Vanguard Total Bond Market L : US D : Mutual fund | ▼ Sell | $15,001 - $50,000 | Jan 17, 2023 | Jan 19, 2023 3y ago2d lag |
| Robert J. Wittman Rhouse· VA01 | OT Metropolitan West Tot Ret Bd I L : US D : Mutual fund | ▲ Buy | $15,001 - $50,000 | Jan 17, 2023 | Jan 18, 2023 3y ago1d lag |
| Robert J. Wittman Rhouse· VA01 | OT AB Global Bond Adv L : US D : Mutual fund | ▲ Buy | $15,001 - $50,000 | Jan 17, 2023 | Jan 18, 2023 3y ago1d lag |
| Robert J. Wittman Rhouse· VA01 | OT Ishares Edge MSCI Min Vol USA L : US D : Mutual fund | ▼ Sell (partial) | $1,001 - $15,000 | Jan 4, 2023 | Jan 6, 2023 3y ago2d lag |
| Robert J. Wittman Rhouse· VA01 | OT Virtus Vontobel Foreign Opp L : US D : Mutual fund | ▼ Sell | $15,001 - $50,000 | Jan 4, 2023 | Jan 5, 2023 3y ago1d lag |
| Robert J. Wittman Rhouse· VA01 | OT Harding Loevner Intl Eqty Inst L : US D : Mutual fund ID Owner Asset Transaction Date Notification Amount Cap. Type Date Gains > | ▲ Buy | $15,001 - $50,000 | Jan 4, 2023 | Jan 5, 2023 3y ago1d lag |
| Robert J. Wittman Rhouse· VA01 | ELV Elevance Health, Inc. | ▼ Sell (partial) | $1,001 - $15,000 | Jan 3, 2023 | Jan 5, 2023 3y ago2d lag |
| Robert J. Wittman Rhouse· VA01 | OT Vanguard Total Inl Bond ETF L : US D : Mutual fund | ▲ Buy | $1,001 - $15,000 | Dec 21, 2022 | Dec 23, 2022 4y ago2d lag |
| Robert J. Wittman Rhouse· VA01 | OT Vanguard Total Bond Market ETF L : US D : Mutual fund | ▲ Buy | $1,001 - $15,000 | Dec 21, 2022 | Dec 23, 2022 4y ago2d lag |
| Robert J. Wittman Rhouse· VA01 | MCD McDonald's Corporation | ▼ Sell (partial) | $1,001 - $15,000 | Dec 21, 2022 | Dec 23, 2022 4y ago2d lag |
| Robert J. Wittman Rhouse· VA01 | DG Dollar General Corporation | ▲ Buy | $1,001 - $15,000 | Dec 21, 2022 | Dec 23, 2022 4y ago2d lag |
| Robert J. Wittman Rhouse· VA01 | OT Vanguard Total Intl Bond ETF L : US D : Mutual fund | ▲ Buy | $1,001 - $15,000 | Dec 14, 2022 | Dec 16, 2022 4y ago2d lag |
| Robert J. Wittman Rhouse· VA01 | OT Vanguard Total Bond Market ETF L : US D : Mutual fund | ▲ Buy | $1,001 - $15,000 | Dec 14, 2022 | Dec 16, 2022 4y ago2d lag |
| Robert J. Wittman Rhouse· VA01 | OT Metropolitan West Tot Ret Bd I L : US D : Mutual fund ID Owner Asset Transaction Date Notification Amount Cap. Type Date Gains > | ▼ Sell (partial) | $1,001 - $15,000 | Dec 14, 2022 | Dec 15, 2022 4y ago1d lag |
| Robert J. Wittman Rhouse· VA01 | CS AB Global Bond Adv D : Mutual fund | ▼ Sell (partial) | $1,001 - $15,000 | Dec 14, 2022 | Dec 15, 2022 4y ago1d lag |
| Robert J. Wittman Rhouse· VA01 | MA Mastercard Incorporated | ▲ Buy | $1,001 - $15,000 | Dec 7, 2023 | Dec 9, 2022 4y ago |
| Robert J. Wittman Rhouse· VA01 | CMCSA Comcast Corporation - Class A | ▲ Buy | $1,001 - $15,000 | Dec 7, 2022 | Dec 9, 2022 4y ago2d lag |
| Robert J. Wittman Rhouse· VA01 | MA Mastercard Incorporated | ▲ Buy | $1,001 - $15,000 | Dec 7, 2022 | Dec 7, 2022 4y ago0d lag |
| Robert J. Wittman Rhouse· VA01 | OT MSIF Growth I L : US D : Mutual Fund | ▼ Sell | $1,001 - $15,000 | Nov 18, 2022 | Nov 21, 2022 4y ago3d lag |
| Robert J. Wittman Rhouse· VA01 | AMZN Amazon.com, Inc. | ▲ Buy | $1,001 - $15,000 | Nov 18, 2022 | Nov 21, 2022 4y ago3d lag |
| Robert J. Wittman Rhouse· VA01 | OT iShares MSCI EAFE Val ETF L : US D : Mutual Fund | ▲ Buy | $1,001 - $15,000 | Nov 17, 2022 | Nov 21, 2022 4y ago4d lag |
| Robert J. Wittman Rhouse· VA01 | OT iShares Core S&P Small Cap E L : US D : Mutual Fund | ▲ Buy | $1,001 - $15,000 | Nov 17, 2022 | Nov 21, 2022 4y ago4d lag |
| Robert J. Wittman Rhouse· VA01 | OT Ishares 20+yr Treasu Bond ETF L : US D : Mutual Fund | ▼ Sell | $1,001 - $15,000 | Nov 17, 2022 | Nov 21, 2022 4y ago4d lag |
| Robert J. Wittman Rhouse· VA01 | OT iShares 10+ Year Investment L : US D : Mutual Fund | ▲ Buy | $1,001 - $15,000 | Nov 17, 2022 | Nov 21, 2022 4y ago4d lag |
| Robert J. Wittman Rhouse· VA01 | OT ISHA Curr Hedged MSCI EAFE ID Owner Asset Transaction Date Notification Amount Cap. Type Date Gains > L : US D : Mutual Fund | ▼ Sell | $1,001 - $15,000 | Nov 17, 2022 | Nov 21, 2022 4y ago4d lag |
| Robert J. Wittman Rhouse· VA01 | OT Invesco QQQ Trust Series 1 L : US D : Mutual Fund | ▼ Sell (partial) | $1,001 - $15,000 | Nov 17, 2022 | Nov 21, 2022 4y ago4d lag |
| Robert J. Wittman Rhouse· VA01 | OT Invesco KBW Bank ETF L : US D : Mutual Fund | ▲ Buy | $1,001 - $15,000 | Nov 17, 2022 | Nov 21, 2022 4y ago4d lag |
| Robert J. Wittman Rhouse· VA01 | OT Franklin FTSE Japan ETF L : US D : Mutual Fund | ▲ Buy | $1,001 - $15,000 | Nov 17, 2022 | Nov 21, 2022 4y ago4d lag |
| Robert J. Wittman Rhouse· VA01 | AAPL Apple Inc. | ▲ Buy | $1,001 - $15,000 | Nov 17, 2022 | Nov 21, 2022 4y ago4d lag |
| Robert J. Wittman Rhouse· VA01 | OT Ishares US Technology ETF L : US D : Mutual Fund | ▼ Sell (partial) | $1,001 - $15,000 | Nov 11, 2022 | Nov 21, 2022 4y ago10d lag |
| Robert J. Wittman Rhouse· VA01 | ACN Accenture plc Class A Ordinary Shares | ▲ Buy | $1,001 - $15,000 | Oct 8, 2022 | Oct 8, 2022 4y ago0d lag |
| Robert J. Wittman Rhouse· VA01 | WRK Westrock Company | ▼ Sell | $1,001 - $15,000 | Sep 27, 2022 | Sep 29, 2022 4y ago2d lag |
| Robert J. Wittman Rhouse· VA01 | OT JPM Nasdaq Equity Premium L : US D : Mutual Fund | ▲ Buy | $1,001 - $15,000 | Sep 27, 2022 | Sep 29, 2022 4y ago2d lag |
| Robert J. Wittman Rhouse· VA01 | OT Ishares US Technology ETF L : US D : Mutual Fund | ▼ Sell (partial) | $1,001 - $15,000 | Sep 27, 2022 | Sep 29, 2022 4y ago2d lag |
| Robert J. Wittman Rhouse· VA01 | OT Ishares Core MSCI EAFE ETF L : US D : Mutual Fund | ▼ Sell (partial) | $1,001 - $15,000 | Sep 27, 2022 | Sep 29, 2022 4y ago2d lag |
| Robert J. Wittman Rhouse· VA01 | OT Ishares 0-5 HY Corp L : US D : Mutual Fund | ▲ Buy | $1,001 - $15,000 | Sep 27, 2022 | Sep 29, 2022 4y ago2d lag |
| Robert J. Wittman Rhouse· VA01 | OT Franklin FTSE UK ETF L : US D : Mutual Fund | ▼ Sell | $1,001 - $15,000 | Sep 27, 2022 | Sep 29, 2022 4y ago2d lag |
| Robert J. Wittman Rhouse· VA01 | OT Energy Sel Sect SPDR FD L : US D : Mutual Fund | ▲ Buy | $1,001 - $15,000 | Sep 27, 2022 | Sep 29, 2022 4y ago2d lag |
| Robert J. Wittman Rhouse· VA01 | OT Global X US INF DEV ETF L : US D : Mutual Fund | ▼ Sell | $1,001 - $15,000 | Sep 27, 2021 | Sep 29, 2022 4y ago367d lag |
| Robert J. Wittman Rhouse· VA01· Spouse | OT DR S&P 500 ETF Trust L : US D : Mutual Fund | ▲ Buy | $1,001 - $15,000 | Sep 15, 2022 | Sep 19, 2022 4y ago4d lag |
| Robert J. Wittman Rhouse· VA01 | MA Mastercard Incorporated | ▼ Sell (partial) | $1,001 - $15,000 | Sep 15, 2022 | Sep 19, 2022 4y ago4d lag |
| Robert J. Wittman Rhouse· VA01 | IFF International Flavors & Fragrances, Inc. ID Owner Asset Transaction Date Notification Amount Cap. Type Date Gains > | ▼ Sell (partial) | $1,001 - $15,000 | Sep 15, 2022 | Sep 19, 2022 4y ago4d lag |
| Robert J. Wittman Rhouse· VA01 | CMCSA Comcast Corporation - Class A | ▼ Sell | $1,001 - $15,000 | Sep 15, 2022 | Sep 19, 2022 4y ago4d lag |
| Robert J. Wittman Rhouse· VA01 | OT Virtus Vontobel Foreign Opp L : US D : Mutual Fund | ▲ Buy | $1,001 - $15,000 | Aug 30, 2022 | Aug 31, 2022 4y ago1d lag |
| Robert J. Wittman Rhouse· VA01 | OT iShares US Technology ETF L : US D : Mutual Fund | ▼ Sell (partial) | $1,001 - $15,000 | Aug 16, 2022 | Aug 18, 2022 4y ago2d lag |
| Robert J. Wittman Rhouse· VA01 | OT Goldman Activebeta US LC ETF L : US D : Mutual Fund | ▼ Sell (partial) | $1,001 - $15,000 | Aug 16, 2022 | Aug 18, 2022 4y ago2d lag |
| Robert J. Wittman Rhouse· VA01· Spouse | OT DR Blackstone Senior Loan L : US D : Mutual Fund | ▼ Sell | $1,001 - $15,000 | Aug 10, 2022 | Aug 12, 2022 4y ago2d lag |
| Robert J. Wittman Rhouse· VA01 | MSFT Microsoft Corporation ID Owner Asset Transaction Date Notification Amount Cap. Type Date Gains > | ▲ Buy | $1,001 - $15,000 | Aug 10, 2022 | Aug 12, 2022 4y ago2d lag |
| Robert J. Wittman Rhouse· VA01 | OT iShares US Technology ETF L : US D : Mutual Fund | ▲ Buy | $1,001 - $15,000 | Aug 10, 2022 | Aug 12, 2022 4y ago2d lag |
| Robert J. Wittman Rhouse· VA01 | AMZN Amazon.com, Inc. | ▲ Buy | $1,001 - $15,000 | Aug 10, 2022 | Aug 12, 2022 4y ago2d lag |
| Robert J. Wittman Rhouse· VA01 | GOOG Alphabet Inc. - Class C Capital Stock | ▲ Buy | $1,001 - $15,000 | Aug 10, 2022 | Aug 12, 2022 4y ago2d lag |
| Robert J. Wittman Rhouse· VA01 | WMT Walmart Inc. | ▲ Buy | $1,001 - $15,000 | Jul 15, 2022 | Jul 19, 2022 4y ago4d lag |
| Robert J. Wittman Rhouse· VA01 | BAX Baxter International Inc. | ▲ Buy | $1,001 - $15,000 | Jul 15, 2022 | Jul 19, 2022 4y ago4d lag |
| Robert J. Wittman Rhouse· VA01 | ABT Abbott Laboratories | ▲ Buy | $1,001 - $15,000 | Jul 15, 2022 | Jul 19, 2022 4y ago4d lag |
| Robert J. Wittman Rhouse· VA01 | TJX TJX Companies, Inc. | ▲ Buy | $1,001 - $15,000 | Jul 15, 2022 | Jul 15, 2022 4y ago0d lag |
| Robert J. Wittman Rhouse· VA01 | WMT Walmart Inc. | ▼ Sell (partial) | $1,001 - $15,000 | Jun 16, 2022 | Jun 21, 2022 4y ago5d lag |
| Robert J. Wittman Rhouse· VA01 | WMT Walmart Inc. | ▲ Buy | $1,001 - $15,000 | Jun 16, 2022 | Jun 21, 2022 4y ago5d lag |
| Robert J. Wittman Rhouse· VA01 | TJX TJX Companies, Inc. | ▼ Sell (partial) | $1,001 - $15,000 | Jun 16, 2022 | Jun 21, 2022 4y ago5d lag |
| Robert J. Wittman Rhouse· VA01· Spouse | SPY DR S&P 500 | ▼ Sell (partial) | $1,001 - $15,000 | Jun 16, 2022 | Jun 21, 2022 4y ago5d lag |
| Robert J. Wittman Rhouse· VA01 | IWB iShares Russell 1000 ETF | ▲ Buy | $1,001 - $15,000 | Jun 16, 2022 | Jun 21, 2022 4y ago5d lag |
| Robert J. Wittman Rhouse· VA01 | IVV iShares Core S&P 500 ETF | ▼ Sell | $1,001 - $15,000 | Jun 16, 2022 | Jun 21, 2022 4y ago5d lag |
| Robert J. Wittman Rhouse· VA01 | TLH iShares 10-20 Year Treasury Bond ETF | ▲ Buy | $1,001 - $15,000 | Jun 16, 2022 | Jun 21, 2022 4y ago5d lag |
| Robert J. Wittman Rhouse· VA01 | SHYG iShares 0-5 Year High Yield Corporate Bond ETF | ▲ Buy | $1,001 - $15,000 | Jun 16, 2022 | Jun 21, 2022 4y ago5d lag |
| Robert J. Wittman Rhouse· VA01 | PAVE Global X Funds Global X U.S. Infrastructure Development ETF ID Owner Asset Transaction Date Notification Amount Cap. Type Date Gains > | ▼ Sell (partial) | $1,001 - $15,000 | Jun 16, 2022 | Jun 21, 2022 4y ago5d lag |
| Robert J. Wittman Rhouse· VA01 | GE General Electric Company | ▼ Sell | $1,001 - $15,000 | Jun 16, 2022 | Jun 21, 2022 4y ago5d lag |
| Robert J. Wittman Rhouse· VA01 | FIXD First Trust TCW Opportunistic Fixed Income ETF | ▼ Sell | $1,001 - $15,000 | Jun 16, 2022 | Jun 21, 2022 4y ago5d lag |
| Robert J. Wittman Rhouse· VA01 | BAX Baxter International Inc. | ▼ Sell (partial) | $1,001 - $15,000 | Jun 16, 2022 | Jun 21, 2022 4y ago5d lag |
| Robert J. Wittman Rhouse· VA01 | AMZN Amazon.com, Inc. | ▲ Buy | $1,001 - $15,000 | Jun 16, 2022 | Jun 21, 2022 4y ago5d lag |
| Robert J. Wittman Rhouse· VA01 | ABBV AbbVie Inc. | ▲ Buy | $1,001 - $15,000 | Jun 16, 2022 | Jun 21, 2022 4y ago5d lag |
| Robert J. Wittman Rhouse· VA01 | ABT Abbott Laboratories | ▼ Sell (partial) | $1,001 - $15,000 | Jun 16, 2022 | Jun 21, 2022 4y ago5d lag |
| Robert J. Wittman Rhouse· VA01 | AB Vanguard Total Bond Market | ▼ Sell | $1,001 - $15,000 | May 10, 2022 | May 12, 2022 4y ago2d lag |
| Robert J. Wittman Rhouse· VA01 | SBUX Starbucks Corporation | ▼ Sell | $1,001 - $15,000 | May 10, 2022 | May 12, 2022 4y ago2d lag |
| Robert J. Wittman Rhouse· VA01· Spouse | AB DR Blackstone Senior Loan | ▲ Buy | $1,001 - $15,000 | May 10, 2022 | May 12, 2022 4y ago2d lag |
| Robert J. Wittman Rhouse· VA01 | AB JPMorgan Betabuilders Canada ID Owner Asset Transaction Date Notification Amount Cap. Type Date Gains > | ▲ Buy | $1,001 - $15,000 | May 10, 2022 | May 12, 2022 4y ago2d lag |
| Robert J. Wittman Rhouse· VA01 | AB Ishares MSCI EAFE Grwth EF | ▼ Sell | $1,001 - $15,000 | May 10, 2022 | May 12, 2022 4y ago2d lag |
| Robert J. Wittman Rhouse· VA01 | AB Ishares Core MSCI Europe | ▼ Sell | $1,001 - $15,000 | May 10, 2022 | May 12, 2022 4y ago2d lag |
| Robert J. Wittman Rhouse· VA01 | AB Ishares Core MSCI EAFE ETF | ▼ Sell (partial) | $1,001 - $15,000 | May 10, 2022 | May 12, 2022 4y ago2d lag |
| Robert J. Wittman Rhouse· VA01 | AB Ishares 0-5 HY Corp | ▲ Buy | $1,001 - $15,000 | May 10, 2022 | May 12, 2022 4y ago2d lag |
| Robert J. Wittman Rhouse· VA01 | AB ISHA Curr Hedged MSCI EAFE | ▲ Buy | $1,001 - $15,000 | May 10, 2022 | May 12, 2022 4y ago2d lag |
| Robert J. Wittman Rhouse· VA01· Joint | DRE Duke Realty Corporation | ▼ Sell (partial) | $1,001 - $15,000 | May 10, 2022 | May 12, 2022 4y ago2d lag |
| Robert J. Wittman Rhouse· VA01 | AB JPMorgan Equity Premium Inco | ▲ Buy | $1,001 - $15,000 | May 10, 2022 | May 10, 2022 4y ago0d lag |
| Robert J. Wittman Rhouse· VA01 | AB Putnam Ultra Sht Dur Inc A | ▼ Sell | $1,001 - $15,000 | Apr 26, 2022 | Apr 27, 2022 4y ago1d lag |
| Robert J. Wittman Rhouse· VA01 | TJX TJX Companies, Inc. | ▲ Buy | $1,001 - $15,000 | Apr 19, 2022 | Apr 21, 2022 4y ago2d lag |
| Robert J. Wittman Rhouse· VA01· Spouse | AB DR S&P 500 ETF Trust | ▲ Buy | $1,001 - $15,000 | Apr 19, 2022 | Apr 21, 2022 4y ago2d lag |
| Robert J. Wittman Rhouse· VA01 | AB Ishares Russell 1000 ETF | ▼ Sell | $1,001 - $15,000 | Apr 19, 2022 | Apr 21, 2022 4y ago2d lag |
| Robert J. Wittman Rhouse· VA01 | ABT Abbott Laboratories | ▲ Buy | $1,001 - $15,000 | Apr 19, 2022 | Apr 21, 2022 4y ago2d lag |
| Robert J. Wittman Rhouse· VA01 | RIO Rio Tinto Plc | ▲ Buy | $1,001 - $15,000 | Mar 29, 2022 | Mar 31, 2022 4y ago2d lag |
| Robert J. Wittman Rhouse· VA01 | TLT iShares 20+ Year Treasury Bond ETF | ▲ Buy | $1,001 - $15,000 | Mar 29, 2022 | Mar 31, 2022 4y ago2d lag |
| Robert J. Wittman Rhouse· VA01 | HIG Hartford Financial Services Group, Inc. | ▲ Buy | $1,001 - $15,000 | Mar 29, 2022 | Mar 31, 2022 4y ago2d lag |
| Robert J. Wittman Rhouse· VA01 | GE General Electric Company | ▲ Buy | $1,001 - $15,000 | Mar 29, 2022 | Mar 31, 2022 4y ago2d lag |
| Robert J. Wittman Rhouse· VA01 | CAT Caterpillar, Inc. | ▲ Buy | $1,001 - $15,000 | Mar 29, 2022 | Mar 31, 2022 4y ago2d lag |
| Robert J. Wittman Rhouse· VA01 | TJX TJX Companies, Inc. | ▼ Sell (partial) | $1,001 - $15,000 | Mar 15, 2022 | Mar 17, 2022 4y ago2d lag |
| Robert J. Wittman Rhouse· VA01· Spouse | SPY DR S&P 500 | ▼ Sell (partial) | $1,001 - $15,000 | Mar 15, 2022 | Mar 17, 2022 4y ago2d lag |
| Robert J. Wittman Rhouse· VA01 | IWB iShares Russell 1000 ETF ID Owner Asset Transaction Date Notification Amount Cap. Type Date Gains > | ▲ Buy | $1,001 - $15,000 | Mar 15, 2022 | Mar 17, 2022 4y ago2d lag |
| Robert J. Wittman Rhouse· VA01 | ABT Abbott Laboratories | ▼ Sell (partial) | $1,001 - $15,000 | Mar 15, 2022 | Mar 17, 2022 4y ago2d lag |
| Robert J. Wittman Rhouse· VA01 | CS Vanguard Total Bond Index Fund D : Corporarte bond index fund | ▼ Sell (partial) | $1,001 - $15,000 | Mar 8, 2022 | Mar 10, 2022 4y ago2d lag |
| Robert J. Wittman Rhouse· VA01 | CS Vanguard Intermediate Term Cor D : Corporate bond fund | ▼ Sell | $1,001 - $15,000 | Mar 8, 2022 | Mar 10, 2022 4y ago2d lag |
| Robert J. Wittman Rhouse· VA01 | KMI.W Kinder Morgan, Inc. Warrants Expiring 2017 | ▲ Buy | $1,001 - $15,000 | Mar 8, 2022 | Mar 10, 2022 4y ago2d lag |
| Robert J. Wittman Rhouse· VA01 | SHYG iShares 0-5 Year High Yield Corporate Bond ETF | ▲ Buy | $1,001 - $15,000 | Mar 8, 2022 | Mar 10, 2022 4y ago2d lag |
| Robert J. Wittman Rhouse· VA01 | MRK Merck & Company, Inc. Common Stock SubHOlDINg OF: Morgan Stanley | ▼ Sell | $1,001 - $15,000 | Feb 28, 2022 | Mar 3, 2022 4y ago3d lag |
| Robert J. Wittman Rhouse· VA01 | MA Mastercard Incorporated SubHOlDINg OF: Morgan Stanley | ▲ Buy | $1,001 - $15,000 | Feb 28, 2022 | Mar 3, 2022 4y ago3d lag |
| Robert J. Wittman Rhouse· VA01 | PDM Piedmont Office Realty Trust, Inc. Class A | ▼ Sell (partial) | $1,001 - $15,000 | Feb 27, 2022 | Feb 27, 2022 4y ago0d lag |
| Robert J. Wittman Rhouse· VA01 | SPHB Invesco S&P 500 High beta ETF SubHOldINg OF: Morgan Stanley INH IRA | ▼ Sell | $1,001 - $15,000 | Jan 28, 2022 | Feb 7, 2022 4y ago10d lag |
| Robert J. Wittman Rhouse· VA01· Spouse | XLE dR Select Sector Fund - Energy Select Sector SubHOldINg OF: Morgan Stanley INH IRA | ▲ Buy | $1,001 - $15,000 | Jan 28, 2022 | Feb 1, 2022 4y ago4d lag |
| Robert J. Wittman Rhouse· VA01 | ST Meta Platforms, Inc. - Class A (Fb) SubHOldINg OF: Morgan Stanley INH IRA | ▲ Buy | $1,001 - $15,000 | Jan 28, 2022 | Feb 1, 2022 4y ago4d lag |
| Robert J. Wittman Rhouse· VA01 | EFG iShares MSCI EAFE growth ETF SubHOldINg OF: Morgan Stanley INH IRA ID Owner Asset Transaction Date Notification Amount Cap. Type Date Gains > | ▼ Sell | $1,001 - $15,000 | Jan 28, 2022 | Feb 1, 2022 4y ago4d lag |
| Robert J. Wittman Rhouse· VA01 | IEUR iShares Core MSCI Europe ETF SubHOldINg OF: Morgan Stanley INH IRA | ▲ Buy | $1,001 - $15,000 | Jan 28, 2022 | Feb 1, 2022 4y ago4d lag |
| Robert J. Wittman Rhouse· VA01 | FLGB Franklin FTSE united Kingdom ETF SubHOldINg OF: Morgan Stanley INH IRA | ▲ Buy | $1,001 - $15,000 | Jan 28, 2022 | Feb 1, 2022 4y ago4d lag |
| Robert J. Wittman Rhouse· VA01 | ST Apple Inc. (AAPl) SubHOldINg OF: Morgan Stanley INH IRA | ▲ Buy | $1,001 - $15,000 | Jan 28, 2022 | Feb 1, 2022 4y ago4d lag |
| Robert J. Wittman Rhouse· VA01· Spouse | SPY dR S&P 500 SubHOldINg OF: Morgan Stanley | ▲ Buy | $1,001 - $15,000 | Jan 14, 2022 | Jan 19, 2022 4y ago5d lag |
| Robert J. Wittman Rhouse· VA01 | LMT lockheed Martin Corporation SubHOldINg OF: Morgan Stanley | ▼ Sell | $1,001 - $15,000 | Jan 14, 2022 | Jan 19, 2022 4y ago5d lag |
| Robert J. Wittman Rhouse· VA01 | HON Honeywell International Inc. SubHOldINg OF: Morgan Stanley | ▼ Sell | $1,001 - $15,000 | Jan 14, 2022 | Jan 19, 2022 4y ago5d lag |
| Robert J. Wittman Rhouse· VA01· Spouse | SPY dR S&P 500 SubHOldINg OF: Morgan Stanley | ▼ Sell (partial) | $1,001 - $15,000 | Jan 5, 2022 | Jan 7, 2022 4y ago2d lag |
| Robert J. Wittman Rhouse· VA01 | WRK.V Westrock Company Common Stock Ex-distribution When Issued SubHOldINg OF: Morgan Stanley INH IRA | ▲ Buy | $1,001 - $15,000 | Dec 16, 2021 | Dec 20, 2021 5y ago4d lag |
| Robert J. Wittman Rhouse· VA01 | ST Target Corporation (TgT) SubHOldINg OF: Morgan Stanley INH IRA | ▼ Sell | $1,001 - $15,000 | Dec 16, 2021 | Dec 20, 2021 5y ago4d lag |
| Robert J. Wittman Rhouse· VA01 | ST Starbucks Corporation (SbuX) SubHOldINg OF: Morgan Stanley INH IRA | ▲ Buy | $1,001 - $15,000 | Dec 16, 2021 | Dec 20, 2021 5y ago4d lag |
| Robert J. Wittman Rhouse· VA01 | NOC Northrop grumman Corporation SubHOldINg OF: Morgan Stanley INH IRA | ▼ Sell | $1,001 - $15,000 | Dec 16, 2021 | Dec 20, 2021 5y ago4d lag |
| Robert J. Wittman Rhouse· VA01 | ST EOg Resources, Inc. (EOg) SubHOldINg OF: Morgan Stanley INH IRA | ▲ Buy | $1,001 - $15,000 | Dec 16, 2021 | Dec 20, 2021 5y ago4d lag |
| Robert J. Wittman Rhouse· VA01 | BSX boston Scientific Corporation SubHOldINg OF: Morgan Stanley INH IRA | ▼ Sell | $1,001 - $15,000 | Dec 16, 2021 | Dec 20, 2021 5y ago4d lag |
| Robert J. Wittman Rhouse· VA01 | T AT&T Inc. SubHOldINg OF: Morgan Stanley INH IRA | ▲ Buy | $1,001 - $15,000 | Dec 16, 2021 | Dec 20, 2021 5y ago4d lag |
| Robert J. Wittman Rhouse· VA01 | WMT Walmart Inc. SubHOldINg OF: Morgan Stanley | ▲ Buy | $1,001 - $15,000 | Dec 14, 2021 | Dec 16, 2021 5y ago2d lag |
| Robert J. Wittman Rhouse· VA01 | NEE NextEra Energy, Inc. SubHOldINg OF: Morgan Stanley ID Owner Asset Transaction Date Notification Amount Cap. Type Date Gains > | ▼ Sell (partial) | $1,001 - $15,000 | Dec 14, 2021 | Dec 16, 2021 5y ago2d lag |
| Robert J. Wittman Rhouse· VA01 | CME CME group Inc. - Class A SubHOldINg OF: Morgan Stanley | ▼ Sell | $1,001 - $15,000 | Dec 14, 2021 | Dec 16, 2021 5y ago2d lag |
| Robert J. Wittman Rhouse· VA01 | T AT&T Inc. SubHOldINg OF: Morgan Stanley | ▼ Sell | $1,001 - $15,000 | Dec 9, 2021 | Dec 13, 2021 5y ago4d lag |
| Robert J. Wittman Rhouse· VA01 | CONE CyrusOne Inc SubHOlDINg OF: Morgan Stanley | ▲ Buy | $1,001 - $15,000 | Sep 30, 2021 | Oct 4, 2021 5y ago4d lag |
| Robert J. Wittman Rhouse· VA01 | TJX TJX Companies, Inc. SubHOlDINg OF: Morgan Stanley | ▲ Buy | $1,001 - $15,000 | Sep 13, 2021 | Sep 15, 2021 5y ago2d lag |
| Robert J. Wittman Rhouse· VA01 | JNJ Johnson & Johnson SubHOlDINg OF: Morgan Stanley | ▼ Sell | $1,001 - $15,000 | Sep 13, 2021 | Sep 15, 2021 5y ago2d lag |
| Robert J. Wittman Rhouse· VA01 | JNJ Johnson & Johnson SubHOlDINg OF: Morgan Stanley | ▼ Sell (partial) | $1,001 - $15,000 | Sep 10, 2021 | Sep 14, 2021 5y ago4d lag |
| Robert J. Wittman Rhouse· VA01· Spouse | ST Royal gold, Inc. (RglD) SubHOlDINg OF: Morgan Stanley INH IRA | ▼ Sell | $1,001 - $15,000 | Sep 1, 2021 | Sep 7, 2021 5y ago6d lag |
| Robert J. Wittman Rhouse· VA01 | CSCO Cisco Systems, Inc. SubHOlDINg OF: Morgan Stanley | ▼ Sell (partial) | $1,001 - $15,000 | Aug 26, 2021 | Aug 30, 2021 5y ago4d lag |
| Robert J. Wittman Rhouse· VA01 | ST united Parcel Service, Inc. (uPS) SubHOlDINg OF: Morgan Stanley INH IRA | ▼ Sell | $1,001 - $15,000 | May 14, 2021 | May 18, 2021 5y ago4d lag |
| Robert J. Wittman Rhouse· VA01 | ST Dollar general Corporation (Dg) SubHOlDINg OF: Morgan Stanley INH IRA | ▼ Sell | $1,001 - $15,000 | May 14, 2021 | May 18, 2021 5y ago4d lag |
| Robert J. Wittman Rhouse· VA01 | — SubHOlDINg OF: Morgan Stanley | ▲ Buy | $1,001 - $15,000 | Apr 22, 2021 | Apr 26, 2021 5y ago4d lag |
| Robert J. Wittman Rhouse· VA01 | ST lowe's Companies, Inc. (lOW) SubHOlDINg OF: Morgan Stanley INH IRA | ▼ Sell | $1,001 - $15,000 | Mar 31, 2021 | Apr 5, 2021 5y ago5d lag |
| Robert J. Wittman Rhouse· VA01 | ST general Electric Company (gE) SubHOlDINg OF: Morgan Stanley INH IRA | ▲ Buy | $1,001 - $15,000 | Mar 31, 2021 | Apr 5, 2021 5y ago5d lag |
| Robert J. Wittman Rhouse· VA01 | ST Progressive Corporation (PgR) SubHOlDINg OF: Morgan Stanley INH IRA | ▼ Sell | $1,001 - $15,000 | Feb 18, 2021 | Feb 22, 2021 5y ago4d lag |
| Robert J. Wittman Rhouse· VA01 | V Visa Inc. SubHOlDINg OF: Morgan Stanley INH IRA | ▼ Sell | $1,001 - $15,000 | Jan 13, 2021 | Jan 15, 2021 5y ago2d lag |
| Robert J. Wittman Rhouse· VA01 | CAT Caterpillar, Inc. SubHOlDINg OF: Morgan Stanley INH IRA | ▲ Buy | $1,001 - $15,000 | Jan 13, 2021 | Jan 15, 2021 5y ago2d lag |
| Robert J. Wittman Rhouse· VA01 | PBCT People's United Financial, Inc. SUbHOLDINg OF: Schwab account | ▼ Sell | $15,001+ | Dec 31, 2020 | Jan 5, 2021 5y ago5d lag |
| Robert J. Wittman Rhouse· VA01 | CVS CVS Health Corporation SUbHOLDINg OF: Schwab account | ▼ Sell | $1,001 - $15,000 | Dec 31, 2020 | Jan 5, 2021 5y ago5d lag |
| Robert J. Wittman Rhouse· VA01 | DIS Walt Disney Company SUbHOLDINg OF: Schwab account | ▼ Sell | $1,001 - $15,000 | Nov 20, 2020 | Nov 24, 2020 6y ago4d lag |
| Robert J. Wittman Rhouse· VA01 | IFF Internationa Flavors & Fragrances, Inc. SubHOldINg OF: Morgan Stanley | ▲ Buy | $1,001 - $15,000 | Oct 16, 2020 | Oct 20, 2020 6y ago4d lag |
| Robert J. Wittman Rhouse· VA01 | SCHW Charles Schwab Corporation SubHOldINg OF: Morgan Stanley | ▲ Buy | $1,001 - $15,000 | Oct 16, 2020 | Oct 20, 2020 6y ago4d lag |
| Robert J. Wittman Rhouse· VA01 | ANTM Anthem, Inc. SubHOldINg OF: Morgan Stanley | ▲ Buy | $1,001 - $15,000 | Oct 16, 2020 | Oct 20, 2020 6y ago4d lag |
| Robert J. Wittman Rhouse· VA01 | AXP American Express Company SubHOldINg OF: Morgan Stanley | ▲ Buy | $1,001 - $15,000 | Oct 16, 2020 | Oct 20, 2020 6y ago4d lag |
| Robert J. Wittman Rhouse· VA01 | ST Progressive Corporation (PgR) SubHOldINg OF: Morgan Stanley INH IRA | ▲ Buy | $1,001 - $15,000 | Oct 2, 2020 | Oct 6, 2020 6y ago4d lag |
| Robert J. Wittman Rhouse· VA01 | MSFT Microsoft Corporation SubHOldINg OF: Morgan Stanley INH IRA ID Owner Asset Transaction Date Notification Amount Cap. Type Date Gains > | ▲ Buy | $1,001 - $15,000 | Oct 2, 2020 | Oct 6, 2020 6y ago4d lag |
| Robert J. Wittman Rhouse· VA01 | BSX boston Scientific Corporation SubHOldINg OF: Morgan Stanley INH IRA | ▲ Buy | $1,001 - $15,000 | Oct 2, 2020 | Oct 6, 2020 6y ago4d lag |
| Robert J. Wittman Rhouse· VA01 | V Visa Inc. SubHOldINg OF: Morgan Stanley | ▲ Buy | $1,001 - $15,000 | Jul 2, 2020 | Jul 7, 2020 6y ago5d lag |
| Robert J. Wittman Rhouse· VA01 | ST Royal gold, Inc. (Rgld) SubHOldINg OF: Morgan Stanley | ▲ Buy | $1,001 - $15,000 | Jul 2, 2020 | Jul 7, 2020 6y ago5d lag |
| Robert J. Wittman Rhouse· VA01 | KMB Kimberly-Clark Corporation SubHOldINg OF: Morgan Stanley ID Owner Asset Transaction Date Notification Amount Cap. Type Date Gains > | ▲ Buy | $1,001 - $15,000 | Jul 2, 2020 | Jul 7, 2020 6y ago5d lag |
| Robert J. Wittman Rhouse· VA01 | ST Home depot, Inc. (Hd) SubHOldINg OF: Morgan Stanley | ▲ Buy | $1,001 - $15,000 | Jul 2, 2020 | Jul 7, 2020 6y ago5d lag |
| Robert J. Wittman Rhouse· VA01 | ST duke Energy Corporation (duK) SubHOldINg OF: Morgan Stanley | ▼ Sell | $1,001 - $15,000 | Jul 2, 2020 | Jul 7, 2020 6y ago5d lag |
| Robert J. Wittman Rhouse· VA01 | CVS CVS Health Corporation SubHOldINg OF: Morgan Stanley | ▼ Sell | $1,001 - $15,000 | Jul 2, 2020 | Jul 7, 2020 6y ago5d lag |
| Robert J. Wittman Rhouse· VA01 | CCI Crown Castle International Corp. SubHOldINg OF: Morgan Stanley | ▲ Buy | $1,001 - $15,000 | Jul 2, 2020 | Jul 7, 2020 6y ago5d lag |
| Robert J. Wittman Rhouse· VA01 | COST Costco Wholesale Corporation SubHOldINg OF: Morgan Stanley | ▲ Buy | $1,001 - $15,000 | Jul 2, 2020 | Jul 7, 2020 6y ago5d lag |
| Robert J. Wittman Rhouse· VA01 | PNC PNC Financial Services group, Inc. SubHOlDINg OF: Morgan Stanley | ▼ Sell | $1,001 - $15,000 | Jun 22, 2020 | Jun 24, 2020 6y ago2d lag |
| Robert J. Wittman Rhouse· VA01 | MSI Motorola Solutions, Inc. SubHOlDINg OF: Morgan Stanley | ▲ Buy | $1,001 - $15,000 | Jun 22, 2020 | Jun 24, 2020 6y ago2d lag |
| Robert J. Wittman Rhouse· VA01 | BDX becton, Dickinson and Company SubHOlDINg OF: Morgan Stanley | ▼ Sell | $1,001 - $15,000 | May 22, 2020 | May 27, 2020 6y ago5d lag |
| Robert J. Wittman Rhouse· VA01 | ST lowe's Companies, Inc. (lOW) SubHOlDINg OF: Morgan Stanley INH IRA | ▲ Buy | $1,001 - $15,000 | May 21, 2020 | May 26, 2020 6y ago5d lag |
| Robert J. Wittman Rhouse· VA01 | XOM Exxon Mobil Corporation SubHOlDINg OF: Morgan Stanley INH IRA | ▲ Buy | $1,001 - $15,000 | May 21, 2020 | May 26, 2020 6y ago5d lag |
Most recent disclosure: Oct 12, 2023