
C. Scott Franklin
STOCK Act filings · simulated, not advice.
Holdings change on the next session after the Clerk filing date. Sales reduce the book and do not open a short. Shares use the range midpoint divided by the entry price. A text-layer annual common-stock list reseeds the book at those midpoints. All · 08/09/2024 → 11/03/2026.
| Asset | Type | Amount range | Traded | Filed | Trade → latest | Filed+1 → latest | Filing |
|---|---|---|---|---|---|---|---|
ITW Illinois Tool Works Inc. Common Stock (ITW) | Purchase Owner: Self | $1,001 - $15,000 | 09/25/2024 | 10/15/2024 | +17.4% vs SPY -18.0% | +15.5% vs SPY -17.1% | 20026020 |
ITW Illinois Tool Works Inc. Common Stock (ITW) | Purchase Owner: Self | $50,001 - $100,000 | 09/25/2024 | 10/15/2024 | +17.4% vs SPY -18.0% | +15.5% vs SPY -17.1% | 20026020 |
ADP Automatic Data Processing, Inc. - Common Stock (ADP) | Purchase Owner: Self | $1,001 - $15,000 | 09/24/2024 | 10/15/2024 | +12.4% vs SPY -22.7% | +7.0% vs SPY -25.6% | 20026020 |
ADP Automatic Data Processing, Inc. - Common Stock (ADP) | Purchase Owner: Self | $50,001 - $100,000 | 09/24/2024 | 10/15/2024 | +12.4% vs SPY -22.7% | +7.0% vs SPY -25.6% | 20026020 |
SBUX Starbucks Corporation - Common Stock (SBUX) | Sale Owner: Spouse | $1,001 - $15,000 | 08/14/2024 | 08/20/2024 | -18.0% vs SPY +24.3% | -18.8% vs SPY +19.3% | 20025711 |
SBUX Starbucks Corporation - Common Stock (SBUX) | Sale Owner: Self | $100,001 - $250,000 | 08/14/2024 | 08/20/2024 | -18.0% vs SPY +24.3% | -18.8% vs SPY +19.3% | 20025711 |
SBUX Starbucks Corporation - Common Stock (SBUX) | Sale Owner: Self | $1,001 - $15,000 | 08/14/2024 | 08/20/2024 | -18.0% vs SPY +24.3% | -18.8% vs SPY +19.3% | 20025711 |
SBUX Starbucks Corporation - Common Stock (SBUX) | Sale Owner: Joint | $1,001 - $15,000 | 08/14/2024 | 08/20/2024 | -18.0% vs SPY +24.3% | -18.8% vs SPY +19.3% | 20025711 |
UPS United Parcel Service, Inc. Common Stock (UPS) | Purchase Owner: Self | $15,001 - $50,000 | 08/07/2024 | 08/20/2024 | +1.6% vs SPY -47.7% | -3.3% vs SPY -41.4% | 20025711 |
HSY The Hershey Company Common Stock (HSY) | Purchase Owner: Self | $50,001 - $100,000 | 08/07/2024 | 08/20/2024 | -10.1% vs SPY -59.4% | -9.7% vs SPY -47.8% | 20025711 |
SBUX Starbucks Corporation - Common Stock (SBUX) | Purchase Owner: Self | $15,001 - $50,000 | 08/07/2024 | 08/20/2024 | +47.2% vs SPY -2.0% | +18.8% vs SPY -19.3% | 20025711 |
MCD McDonald's Corporation Common Stock (MCD) | Purchase Owner: Self | $1,001 - $15,000 | 08/07/2024 | 08/20/2024 | +3.1% vs SPY -46.2% | -4.1% vs SPY -42.2% | 20025711 |
AMGN Amgen Inc. - Common Stock (AMGN) | Purchase Owner: Self | $50,001 - $100,000 | 08/07/2024 | 08/20/2024 | +57.9% vs SPY +8.6% | +48.8% vs SPY +10.8% | 20025711 |
LSYIX LORD ABBETT SHORT DURATION HIGH YLD I (LSYIX) | Purchase Owner: Self | $50,001 - $100,000 | 08/07/2024 | 08/20/2024 | +12.9% vs SPY -36.3% | +11.8% vs SPY -26.3% | 20025711 |
JNJ Johnson & Johnson Common Stock (JNJ) | Purchase Owner: Self | $15,001 - $50,000 | 08/07/2024 | 08/20/2024 | +78.2% vs SPY +28.9% | +75.4% vs SPY +37.3% | 20025711 |
QQQM INVESCO EXCHANGE TRADED FD TR II NASDAQ 100 ETF (QQQM) | Purchase Owner: Self | $50,001 - $100,000 | 08/07/2024 | 08/20/2024 | +59.6% vs SPY +10.4% | +43.8% vs SPY +5.8% | 20025711 |
GD General Dynamics Corporation Common Stock (GD) | Purchase Owner: Self | $50,001 - $100,000 | 08/07/2024 | 08/20/2024 | +36.2% vs SPY -13.1% | +33.0% vs SPY -5.1% | 20025711 |
Unmapped FIRST TR EXCHANGE-TRADED FD VI SMID RISING ETF | Purchase Owner: Self | $50,001 - $100,000 | 08/07/2024 | 08/20/2024 | n/a | n/a | 20025711 |
APD Air Products and Chemicals, Inc. Common Stock (APD) | Purchase Owner: Self | $50,001 - $100,000 | 08/07/2024 | 08/20/2024 | +18.7% vs SPY -30.6% | +19.5% vs SPY -18.6% | 20025711 |
FBKWX FIDELITY ADVISOR TOTAL BOND CL Z (FBKWX) | Purchase Owner: Self | $100,001 - $250,000 | 08/07/2024 | 08/20/2024 | +6.0% vs SPY -43.3% | +4.6% vs SPY -33.4% | 20025711 |
CB Chubb Limited Common Stock (CB) | Purchase Owner: Self | $50,001 - $100,000 | 08/07/2024 | 08/20/2024 | +41.0% vs SPY -8.2% | +37.7% vs SPY -0.4% | 20025711 |
ACN Accenture plc Class A Ordinary Shares (ACN) | Purchase Owner: Self | $50,001 - $100,000 | 08/07/2024 | 08/20/2024 | -16.1% vs SPY -65.4% | -20.1% vs SPY -58.1% | 20025711 |
WMT Walmart Inc. Common Stock (WMT) | Sale (partial) Owner: Self | $15,001 - $50,000 | 08/06/2024 | 08/20/2024 | -88.2% vs SPY -40.0% | -69.0% vs SPY -30.9% | 20025711 |
AAPL Apple Inc. - Common Stock (AAPL) | Sale (partial) Owner: Self | $15,001 - $50,000 | 08/06/2024 | 08/20/2024 | -61.7% vs SPY -13.4% | -47.8% vs SPY -9.7% | 20025711 |
PFE Pfizer, Inc. Common Stock (PFE) | Sale Owner: Self | $15,001 - $50,000 | 08/06/2024 | 08/20/2024 | -17.2% vs SPY +31.1% | -18.3% vs SPY +19.7% | 20025711 |
NEE NextEra Energy, Inc. Common Stock (NEE) | Sale Owner: Self | $50,001 - $100,000 | 08/06/2024 | 08/20/2024 | -17.0% vs SPY +31.3% | -13.0% vs SPY +25.0% | 20025711 |
MSFT Microsoft Corporation - Common Stock (MSFT) | Sale (partial) Owner: Self | $15,001 - $50,000 | 08/06/2024 | 08/20/2024 | -32.7% vs SPY +15.6% | -24.8% vs SPY +13.3% | 20025711 |
LUBYX Lord Abbott Ultra Short Bond CL I (LUBYX) | Sale Owner: Spouse | $1,001 - $15,000 | 08/06/2024 | 08/20/2024 | -10.2% vs SPY +38.1% | -10.1% vs SPY +28.0% | 20025711 |
I LORD ABBETT ULTRA SHORT BOND CL I | Sale Owner: Self | $100,001 - $250,000 | 08/06/2024 | 08/20/2024 | n/a | n/a | 20025711 |
KVUE Kenvue Inc. Common Stock (KVUE) | Sale Owner: Self | $1,001 - $15,000 | 08/06/2024 | 08/20/2024 | 0.0% vs SPY 0.0% | 0.0% vs SPY 0.0% | 20025711 |
JPM JP Morgan Chase & Co. Common Stock (JPM) | Sale (partial) Owner: Self | $15,001 - $50,000 | 08/06/2024 | 08/20/2024 | -76.7% vs SPY -28.4% | -64.9% vs SPY -26.8% | 20025711 |
DGRO ISHARES TRUST CORE DIVID GWTH (DGRO) | Sale Owner: Spouse | $15,001 - $50,000 | 08/06/2024 | 08/20/2024 | -45.8% vs SPY +2.5% | -39.0% vs SPY -0.9% | 20025711 |
IJR ISHARES CORE S&P SMALL CAP E (IJR) | Sale Owner: Self | $50,001 - $100,000 | 08/06/2024 | 08/20/2024 | -34.4% vs SPY +13.9% | -28.5% vs SPY +9.6% | 20025711 |
IJR ISHARES CORE S&P SMALL CAP E (IJR) | Sale Owner: Spouse | $1,001 - $15,000 | 08/06/2024 | 08/20/2024 | -34.4% vs SPY +13.9% | -28.5% vs SPY +9.6% | 20025711 |
Unmapped ISHARES CORE S&P 500 ETF | Sale Owner: Spouse | $15,001 - $50,000 | 08/06/2024 | 08/20/2024 | n/a | n/a | 20025711 |
QQQ INVESCO QQQ TR UNIT SER 1 (QQQ) | Sale Owner: Self | $100,001 - $250,000 | 08/06/2024 | 08/20/2024 | -57.7% vs SPY -9.5% | -43.7% vs SPY -5.6% | 20025711 |
FQAL FIDELITY QUALITY FACTOR ETF (FQAL) | Sale Owner: Spouse | $15,001 - $50,000 | 08/06/2024 | 08/20/2024 | -44.5% vs SPY +3.8% | -35.1% vs SPY +3.0% | 20025711 |
ONEQ FIDELITY NASDAQ COMPOSITE INDEX ETF (ONEQ) | Sale Owner: Spouse | $15,001 - $50,000 | 08/06/2024 | 08/20/2024 | -57.2% vs SPY -8.9% | -43.8% vs SPY -5.7% | 20025711 |
FFRHX FIDELITY FLOATING HIGH RATE INCOME (FFRHX) | Sale Owner: Spouse | $1,001 - $15,000 | 08/06/2024 | 08/20/2024 | -12.5% vs SPY +35.8% | -12.1% vs SPY +25.9% | 20025711 |
Unmapped FIDELITY CONTRAFUND | Sale Owner: Spouse | $15,001 - $50,000 | 08/06/2024 | 08/20/2024 | n/a | n/a | 20025711 |
DFS Discover Financial Services Common Stock (DFS) | Sale Owner: Self | $50,001 - $100,000 | 08/06/2024 | 08/20/2024 | n/a | n/a | 20025711 |
COST Costco Wholesale Corporation - Common Stock (COST) | Sale (partial) Owner: Self | $15,001 - $50,000 | 08/06/2024 | 08/20/2024 | -26.3% vs SPY +21.9% | -17.1% vs SPY +21.0% | 20025711 |
Unmapped Cisco Systems, Inc. - Common Stock | Sale Owner: Self | $50,001 - | 08/06/2024 | 08/20/2024 | n/a | n/a | 20025711 |
BRKB BERKSHIRE HATHAWAY INC COM USD0.0033 CLASS B (BRKB) | Sale (partial) Owner: Self | $15,001 - $50,000 | 08/06/2024 | 08/20/2024 | n/a | n/a | 20025711 |
UPS United Parcel Service, Inc. Common Stock (UPS) | Purchase Owner: Self | $1,001 - $15,000 | 08/02/2024 | 08/20/2024 | -2.2% vs SPY -47.4% | -3.3% vs SPY -41.4% | 20025711 |
HSY The Hershey Company Common Stock (HSY) | Purchase Owner: Self | $1,001 - $15,000 | 08/02/2024 | 08/20/2024 | -9.8% vs SPY -55.1% | -9.7% vs SPY -47.8% | 20025711 |
SBUX Starbucks Corporation - Common Stock (SBUX) | Purchase Owner: Self | $1,001 - $15,000 | 08/02/2024 | 08/20/2024 | +46.1% vs SPY +0.8% | +18.8% vs SPY -19.3% | 20025711 |
PG Procter & Gamble Company (PG) | Purchase Owner: Self | $1,001 - $15,000 | 08/02/2024 | 08/20/2024 | +1.2% vs SPY -44.0% | +1.2% vs SPY -36.9% | 20025711 |
AMGN Amgen Inc. - Common Stock (AMGN) | Purchase Owner: Self | $1,001 - $15,000 | 08/02/2024 | 08/20/2024 | +47.7% vs SPY +2.4% | +48.8% vs SPY +10.8% | 20025711 |
PEP Pepsico, Inc. (PEP) | Purchase Owner: Self | $1,001 - $15,000 | 08/02/2024 | 08/20/2024 | -16.0% vs SPY -61.3% | -14.7% vs SPY -52.8% | 20025711 |
MRK Merck & Company, Inc. Common Stock (MRK) | Purchase Owner: Self | $1,001 - $15,000 | 08/02/2024 | 08/20/2024 | +35.0% vs SPY -10.3% | +34.0% vs SPY -4.1% | 20025711 |
MCD McDonald's Corporation Common Stock (MCD) | Purchase Owner: Self | $1,001 - $15,000 | 08/02/2024 | 08/20/2024 | +0.4% vs SPY -44.9% | -4.1% vs SPY -42.2% | 20025711 |
LSYIX LORD ABBETT SHORT DURATION HIGH YLD I (LSYIX) | Purchase Owner: Self | $1,001 - $15,000 | 08/02/2024 | 08/20/2024 | +12.7% vs SPY -32.6% | +11.8% vs SPY -26.3% | 20025711 |
JNJ Johnson & Johnson Common Stock (JNJ) | Purchase Owner: Self | $1,001 - $15,000 | 08/02/2024 | 08/20/2024 | +72.5% vs SPY +27.2% | +75.4% vs SPY +37.3% | 20025711 |
QQQM INVESCO EXCHANGE TRADED FD TR II NASDAQ 100 ETF (QQQM) | Purchase Owner: Self | $1,001 - $15,000 | 08/02/2024 | 08/20/2024 | +54.7% vs SPY +9.4% | +43.8% vs SPY +5.8% | 20025711 |
APD Air Products and Chemicals, Inc. Common Stock (APD) | Purchase Owner: Self | $1,001 - $15,000 | 08/02/2024 | 08/20/2024 | +16.9% vs SPY -28.4% | +19.5% vs SPY -18.6% | 20025711 |
GD General Dynamics Corporation Common Stock (GD) | Purchase Owner: Self | $1,001 - $15,000 | 08/02/2024 | 08/20/2024 | +33.7% vs SPY -11.5% | +33.0% vs SPY -5.1% | 20025711 |
Unmapped FIRST TR EXCHANGE-TRADED FD VI SMID RISING ETF | Purchase Owner: Self | $1,001 - $15,000 | 08/02/2024 | 08/20/2024 | n/a | n/a | 20025711 |
FBKWX FIDELITY ADVISOR TOTAL BOND CL Z (FBKWX) | Purchase Owner: Self | $15,001 - $50,000 | 08/02/2024 | 08/20/2024 | +4.9% vs SPY -40.4% | +4.6% vs SPY -33.4% | 20025711 |
CB Chubb Limited Common Stock (CB) | Purchase Owner: Self | $1,001 - $15,000 | 08/02/2024 | 08/20/2024 | +38.1% vs SPY -7.2% | +37.7% vs SPY -0.4% | 20025711 |
ACN Accenture plc Class A Ordinary Shares (ACN) | Purchase Owner: Self | $1,001 - $15,000 | 08/02/2024 | 08/20/2024 | -17.5% vs SPY -62.7% | -20.1% vs SPY -58.1% | 20025711 |
BRKB BERKSHIRE HATHAWAY INC COM USD0.0033 CLASS B (BRKB) | Sale (partial) Owner: Self | $1,001 - $15,000 | 08/01/2024 | 08/20/2024 | n/a | n/a | 20025711 |
AAPL Apple Inc. - Common Stock (AAPL) | Sale (partial) Owner: Self | $1,001 - $15,000 | 08/01/2024 | 08/20/2024 | -53.4% vs SPY -10.9% | -47.8% vs SPY -9.7% | 20025711 |
WMT Walmart Inc. Common Stock (WMT) | Sale (partial) Owner: Self | $1,001 - $15,000 | 08/01/2024 | 08/20/2024 | -82.7% vs SPY -40.1% | -69.0% vs SPY -30.9% | 20025711 |
PFE Pfizer, Inc. Common Stock (PFE) | Sale Owner: Self | $1,001 - $15,000 | 08/01/2024 | 08/20/2024 | -12.1% vs SPY +30.5% | -18.3% vs SPY +19.7% | 20025711 |
NEE NextEra Energy, Inc. Common Stock (NEE) | Sale Owner: Self | $1,001 - $15,000 | 08/01/2024 | 08/20/2024 | -14.9% vs SPY +27.7% | -13.0% vs SPY +25.0% | 20025711 |
I Lord Abbott Ultra Short Bond CL I | Sale Owner: Self | $1,001 - $15,000 | 08/01/2024 | 08/20/2024 | n/a | n/a | 20025711 |
LMT Lockheed Martin Corporation Common Stock (LMT) | Sale (partial) Owner: Self | $1,001 - $15,000 | 08/01/2024 | 08/20/2024 | -23.5% vs SPY +19.1% | -22.4% vs SPY +15.7% | 20025711 |
KVUE Kenvue Inc. Common Stock (KVUE) | Sale Owner: Self | $447.03 | 08/01/2024 | 08/20/2024 | 0.0% vs SPY 0.0% | 0.0% vs SPY 0.0% | 20025711 |
JPM JP Morgan Chase & Co. Common Stock (JPM) | Sale (partial) Owner: Self | $1,001 - $15,000 | 08/01/2024 | 08/20/2024 | -70.2% vs SPY -27.6% | -64.9% vs SPY -26.8% | 20025711 |
GOOG Alphabet Inc. - Class C Capital Stock (GOOG) | Sale (partial) Owner: Self | $1,001 - $15,000 | 08/01/2024 | 08/20/2024 | -62.7% vs SPY -20.1% | -67.4% vs SPY -29.3% | 20025711 |
E IShares Core S&P Small Cap E | Sale Owner: Self | $1,001 - $15,000 | 08/01/2024 | 08/20/2024 | -106.5% vs SPY -63.9% | -101.8% vs SPY -63.7% | 20025711 |
Unmapped INVESCO QQQ TR UNIT SER 1 | Sale Owner: Self | $15,001 - $50,000 | 08/01/2024 | 08/20/2024 | n/a | n/a | 20025711 |
Unmapped FIDELITY MID CAP STOCK | Sale (partial) Owner: Self | $1,001 - $15,000 | 08/01/2024 | 08/20/2024 | n/a | n/a | 20025711 |
DFS Discover Financial Services Common Stock (DFS) | Sale Owner: Self | $1,001 - $15,000 | 08/01/2024 | 08/20/2024 | n/a | n/a | 20025711 |
COST Costco Wholesale Corporation - Common Stock (COST) | Sale (partial) Owner: Self | $1,001 - $15,000 | 08/01/2024 | 08/20/2024 | -26.3% vs SPY +16.2% | -17.1% vs SPY +21.0% | 20025711 |
CSCO Cisco Systems, Inc. - Common Stock (CSCO) | Sale Owner: Self | $1,001 - $15,000 | 08/01/2024 | 08/20/2024 | -128.7% vs SPY -86.2% | -114.9% vs SPY -76.8% | 20025711 |
BRP The Baldwin Insurance Group, Inc. - Class A Common Stock (BRP) | Sale (partial) Owner: Joint | $500,001 - $1,000,000 | 05/08/2024 | 06/02/2024 | n/a | n/a | 20025170 |
BRP BRP Group, Inc. - Class A Common Stock (BRP) | Sale (partial) Owner: Joint | $1,001 - $15,000 | 04/09/2024 | 04/23/2024 | n/a | n/a | 20024916 |
BRP BRP Group, Inc. - Class A Common Stock (BRP) | Sale (partial) Owner: Joint | $1,000,001 - $5,000,000 | 03/21/2024 | 04/23/2024 | n/a | n/a | 20024916 |
Methodology
These pages archive public House periodic transaction reports and annual financial disclosures filed under the STOCK Act and posted by the Clerk of the House. Amounts are statutory ranges, not exact sizes. The chart is a simulated long-only common-stock book: a purchase adds shares, and a sale, including a partial sale, reduces or closes that holding. A sale does not open a short. The default size is the midpoint of the disclosed range, divided by the entry price. An open-ended Over band uses its disclosed floor. An equal-dollar curve is optional: each purchase is one dollar, a partial sale sells one dollar, and a full sale closes that name. When an annual report, an amendment, or a new-filer report has a text layer, its Schedule A common stock reseeds the book and clears cash. Spouse and dependent lines are included. The same ticker is summed. Options, preferred shares, funds, partnerships, bank accounts, and real estate in that report stay out. Scanned annual filings are not guessed. A later filing of an older year does not replace a newer list already in the book. Between reports, cash from sales stays in the book. Options are excluded when the filing shows option language, a strike, or an expiration date, and the page counts them. Exchanges, warrants, unmapped names, and private vehicles stay out. SPY is buy-and-hold from the same first session. The trade-date clock uses the session close on the trade date, or the next session if the market was closed, and reseeds an annual list on the first session of the year after the year the report covers. The filed clock enters on the next session after the Clerk filing date, so a copy-after-filing view does not use that day’s price. Public posting can be later than the filing date. Stock logos mark buys and sells on the selected clock. This is not the filer’s brokerage account and it is not investment advice. Senate disclosures are not included.