| YUM | $50K - $100K | stock | Sale | Sep 21, 2023 | — |
| WAL | $50K - $100K | stock | Sale | Sep 21, 2023 | — |
| VZ | $50K - $100K | stock | Sale | Sep 21, 2023 | — |
| UNP | $100K - $250K | stock | Sale | Sep 21, 2023 | — |
| UNH | $100K - $250K | stock | Sale | Sep 21, 2023 | — |
| PNC | $50K - $100K | stock | Sale | Sep 21, 2023 | — |
| PM | $100K - $250K | stock | Sale | Sep 21, 2023 | — |
| PLD | $50K - $100K | stock | Sale | Sep 21, 2023 | — |
| PG | $100K - $250K | stock | Sale | Sep 21, 2023 | — |
| NTR | $50K - $100K | stock | Sale | Sep 21, 2023 | — |
| MRK | $50K - $100K | stock | Sale | Sep 21, 2023 | — |
| MDT | $50K - $100K | stock | Sale | Sep 21, 2023 | — |
| MCD | $100K - $250K | stock | Sale | Sep 21, 2023 | — |
| KO | $100K - $250K | stock | Sale | Sep 21, 2023 | — |
| JNJ | $100K - $250K | stock | Sale | Sep 21, 2023 | — |
| GD | $100K - $250K | stock | Sale | Sep 21, 2023 | — |
| EQNR | $100K - $250K | stock | Sale | Sep 21, 2023 | — |
| EMR | $100K - $250K | stock | Sale | Sep 21, 2023 | — |
| CVS | $50K - $100K | stock | Sale | Sep 21, 2023 | — |
| CUBE | $50K - $100K | stock | Sale | Sep 21, 2023 | — |
| CF | $50K - $100K | stock | Sale | Sep 21, 2023 | — |
| BRK.B | $100K - $250K | stock | Sale | Sep 21, 2023 | — |
| APA | $50K - $100K | stock | Sale | Sep 21, 2023 | — |
| ADP | $50K - $100K | stock | Sale | Sep 21, 2023 | — |
| ABT | $100K - $250K | stock | Sale | Sep 21, 2023 | — |
| — | $50K - $100K | municipal security | Purchase | Feb 09, 2023 | — |
| — | $100K - $250K | municipal security | Sale | Feb 06, 2023 | — |
| — | $50K - $100K | municipal security | Sale | Jan 26, 2023 | — |
| — | $100K - $250K | municipal security | Sale | Jan 24, 2023 | — |
| — | $100K - $250K | municipal security | Sale | Jan 18, 2023 | — |