All historical signals
Every promoted historical signal from this person.
- Avg 30d
- Average +0.0%
- Median 30d
- 0.0%
- Win rate
- +1.2%
- Avg Confidence
- 92%
Follow public disclosures
Review the public filings this person appears in, then save them to your watchlist when you want their future disclosures surfaced in CopyWindow.
Historical research signal
Promoted public disclosures are grouped into the full record and the subset that matches today's CopyWindow strategy filters. This is research context, not a recommendation.
Mixed record
21 strategy-qualified
Every promoted historical signal from this person.
Signals matching the current strategy or an active strategy overlay.
Best outcome
Abbott Laboratories Common Stock (ABT)
Ticker ABT
Weakest outcome
Abbott Laboratories Common Stock (ABT)
Ticker ABT
Latest disclosure
Abbott Laboratories Common Stock (ABT)
Ticker ABT
L3Harris Technologies, Inc. Common Stock (LHX)
LHX · US · 5 disclosures
Microsoft Corporation - Common Stock (MSFT)
MSFT · US · 5 disclosures
Analog Devices, Inc. - Common Stock (ADI)
ADI · US · 4 disclosures
Automatic Data Processing, Inc. - Common Stock (ADP)
ADP · US · 4 disclosures
Home Depot, Inc. (HD)
HD · US · 4 disclosures
Johnson & Johnson Common Stock (JNJ)
JNJ · US · 4 disclosures
UnitedHealth Group Incorporated Common Stock (UNH)
UNH · US · 4 disclosures
Abbott Laboratories Common Stock (ABT)
ABT · US · 3 disclosures
BlackRock, Inc. Common Stock (BLK)
BLK · US · 3 disclosures
NextEra Energy, Inc. Common Stock (NEE)
NEE · US · 3 disclosures
Vanguard Mega Cap Growth ETF (MGK)
MGK · US · 3 disclosures
Walmart Inc. Common Stock (WMT)
WMT · US · 3 disclosures
Air Products and Chemicals, Inc. Common Stock (APD)
APD · US · 2 disclosures
American Tower Corporation (AMT)
AMT · US · 2 disclosures
American Water Works Company, Inc. Common Stock (AWK)
AWK · US · 2 disclosures
Apple Inc. - Common Stock (AAPL)
AAPL · US · 2 disclosures
Cisco Systems, Inc. - Common Stock (CSCO)
CSCO · US · 2 disclosures
Costco Wholesale Corporation - Common Stock (COST)
COST · US · 2 disclosures
Emerson Electric Company Common Stock (EMR)
EMR · US · 2 disclosures
Illinois Tool Works Inc. Common Stock (ITW)
ITW · US · 2 disclosures
Intercontinental Exchange Inc. Common Stock (ICE)
ICE · US · 2 disclosures
McDonald's Corporation Common Stock (MCD)
MCD · US · 2 disclosures
Medtronic plc. Ordinary Shares (MDT)
MDT · US · 2 disclosures
Pepsico, Inc. (PEP)
PEP · US · 2 disclosures
Realty Income Corporation Common Stock (O)
O · US · 2 disclosures
Baron Asset Fund Inst Shs (BARIX)
BARIX · US · 1 disclosure
Baron Emerging Markets Fd Inst Shs (BEXIX)
BEXIX · US · 1 disclosure
Berkshire Hathaway Inc. New Common Stock (BRK.B)
BRK.B · US · 1 disclosure
Class I (FEPIX)
FEPIX · US · 1 disclosure
Janus Henderson Flexible Bond Fund - I Shares (JFLEX)
JFLEX · US · 1 disclosure
Neuberger Berman Genesis Institutional (NBGIX)
NBGIX · US · 1 disclosure
Nuveen Real Estate Securities Fund Cl I (FARCX)
FARCX · US · 1 disclosure
Procter & Gamble Company (PG)
PG · US · 1 disclosure
Thornburg Strategic Income Fund Class 1 Shs (TSIIX)
TSIIX · US · 1 disclosure
Visa Inc. (V)
V · US · 1 disclosure
Source links stay visible so each filing can be checked directly.
Transactions
1 sellAMT
American Tower Corporation (AMT)
sell
Reported amount
$1,001 - $15,000
Transactions
10 buys · 8 sellsABT
Abbott Laboratories Common Stock (ABT)
buy
Reported amount
$1,001 - $15,000
ADI
Analog Devices, Inc. - Common Stock (ADI)
sell
Reported amount
$1,001 - $15,000
ADI
Analog Devices, Inc. - Common Stock (ADI)
sell
Reported amount
$1,001 - $15,000
ADP
Automatic Data Processing, Inc. - Common Stock (ADP)
sell
Reported amount
$1,001 - $15,000
ADP
Automatic Data Processing, Inc. - Common Stock (ADP)
buy
Reported amount
$1,001 - $15,000
BLK
BlackRock, Inc. Common Stock (BLK)
buy
Reported amount
$1,001 - $15,000
HD
Home Depot, Inc. (HD)
buy
Reported amount
$1,001 - $15,000
HD
Home Depot, Inc. (HD)
buy
Reported amount
$1,001 - $15,000
JNJ
Johnson & Johnson Common Stock (JNJ)
sell
Reported amount
$1,001 - $15,000
JNJ
Johnson & Johnson Common Stock (JNJ)
sell
Reported amount
$1,001 - $15,000
LHX
L3Harris Technologies, Inc. Common Stock (LHX)
sell
Reported amount
$1,001 - $15,000
LHX
L3Harris Technologies, Inc. Common Stock (LHX)
sell
Reported amount
$1,001 - $15,000
MGK
Vanguard Mega Cap Growth ETF (MGK)
buy
Reported amount
$1,001 - $15,000
MGK
Vanguard Mega Cap Growth ETF (MGK)
buy
Reported amount
$1,001 - $15,000
MSFT
Microsoft Corporation - Common Stock (MSFT)
buy
Reported amount
$1,001 - $15,000
MSFT
Microsoft Corporation - Common Stock (MSFT)
buy
Reported amount
$1,001 - $15,000
NEE
NextEra Energy, Inc. Common Stock (NEE)
sell
Reported amount
$1,001 - $15,000
UNH
UnitedHealth Group Incorporated Common Stock (UNH)
buy
Reported amount
$1,001 - $15,000
Transactions
25 buysAAPL
Apple Inc. - Common Stock (AAPL)
buy
Reported amount
$1,001 - $15,000
ABT
Abbott Laboratories Common Stock (ABT)
buy
Reported amount
$1,001 - $15,000
ADI
Analog Devices, Inc. - Common Stock (ADI)
buy
Reported amount
$1,001 - $15,000
ADP
Automatic Data Processing, Inc. - Common Stock (ADP)
buy
Reported amount
$1,001 - $15,000
APD
Air Products and Chemicals, Inc. Common Stock (APD)
buy
Reported amount
$1,001 - $15,000
AWK
American Water Works Company, Inc. Common Stock (AWK)
buy
Reported amount
$1,001 - $15,000
BRK.B
Berkshire Hathaway Inc. New Common Stock (BRK.B)
buy
Reported amount
$1,001 - $15,000
COST
Costco Wholesale Corporation - Common Stock (COST)
buy
Reported amount
$1,001 - $15,000
CSCO
Cisco Systems, Inc. - Common Stock (CSCO)
buy
Reported amount
$1,001 - $15,000
EMR
Emerson Electric Company Common Stock (EMR)
buy
Reported amount
$1,001 - $15,000
HD
Home Depot, Inc. (HD)
buy
Reported amount
$1,001 - $15,000
ICE
Intercontinental Exchange Inc. Common Stock (ICE)
buy
Reported amount
$1,001 - $15,000
ITW
Illinois Tool Works Inc. Common Stock (ITW)
buy
Reported amount
$1,001 - $15,000
JNJ
Johnson & Johnson Common Stock (JNJ)
buy
Reported amount
$1,001 - $15,000
LHX
L3Harris Technologies, Inc. Common Stock (LHX)
buy
Reported amount
$1,001 - $15,000
MCD
McDonald's Corporation Common Stock (MCD)
buy
Reported amount
$1,001 - $15,000
MDT
Medtronic plc. Ordinary Shares (MDT)
buy
Reported amount
$1,001 - $15,000
MSFT
Microsoft Corporation - Common Stock (MSFT)
buy
Reported amount
$1,001 - $15,000
NEE
NextEra Energy, Inc. Common Stock (NEE)
buy
Reported amount
$1,001 - $15,000
O
Realty Income Corporation Common Stock (O)
buy
Reported amount
$1,001 - $15,000
PEP
Pepsico, Inc. (PEP)
buy
Reported amount
$1,001 - $15,000
PG
Procter & Gamble Company (PG)
buy
Reported amount
$1,001 - $15,000
UNH
UnitedHealth Group Incorporated Common Stock (UNH)
buy
Reported amount
$1,001 - $15,000
V
Visa Inc. (V)
buy
Reported amount
$1,001 - $15,000
WMT
Walmart Inc. Common Stock (WMT)
buy
Reported amount
$1,001 - $15,000
Transactions
4 sellsBLK
BlackRock, Inc. Common Stock (BLK)
sell
Reported amount
$1,001 - $15,000
LHX
L3Harris Technologies, Inc. Common Stock (LHX)
sell
Reported amount
$1,001 - $15,000
MSFT
Microsoft Corporation - Common Stock (MSFT)
sell
Reported amount
$1,001 - $15,000
UNH
UnitedHealth Group Incorporated Common Stock (UNH)
sell
Reported amount
$1,001 - $15,000
Transactions
33 buysAAPL
Apple Inc. - Common Stock (AAPL)
buy
Reported amount
$1,001 - $15,000
ABT
Abbott Laboratories Common Stock (ABT)
buy
Reported amount
$1,001 - $15,000
ADI
Analog Devices, Inc. - Common Stock (ADI)
buy
Reported amount
$1,001 - $15,000
ADP
Automatic Data Processing, Inc. - Common Stock (ADP)
buy
Reported amount
$1,001 - $15,000
AMT
American Tower Corporation (AMT)
buy
Reported amount
$1,001 - $15,000
APD
Air Products and Chemicals, Inc. Common Stock (APD)
buy
Reported amount
$1,001 - $15,000
AWK
American Water Works Company, Inc. Common Stock (AWK)
buy
Reported amount
$1,001 - $15,000
BARIX
Baron Asset Fund Inst Shs (BARIX)
buy
Reported amount
$1,001 - $15,000
BEXIX
Baron Emerging Markets Fd Inst Shs (BEXIX)
buy
Reported amount
$1,001 - $15,000
BLK
BlackRock, Inc. Common Stock (BLK)
buy
Reported amount
$1,001 - $15,000
COST
Costco Wholesale Corporation - Common Stock (COST)
buy
Reported amount
$1,001 - $15,000
CSCO
Cisco Systems, Inc. - Common Stock (CSCO)
buy
Reported amount
$1,001 - $15,000
EMR
Emerson Electric Company Common Stock (EMR)
buy
Reported amount
$1,001 - $15,000
FARCX
Nuveen Real Estate Securities Fund Cl I (FARCX)
buy
Reported amount
$1,001 - $15,000
FEPIX
Class I (FEPIX)
buy
Reported amount
$1,001 - $15,000
HD
Home Depot, Inc. (HD)
buy
Reported amount
$1,001 - $15,000
ICE
Intercontinental Exchange Inc. Common Stock (ICE)
buy
Reported amount
$1,001 - $15,000
ITW
Illinois Tool Works Inc. Common Stock (ITW)
buy
Reported amount
$1,001 - $15,000
JFLEX
Janus Henderson Flexible Bond Fund - I Shares (JFLEX)
buy
Reported amount
$1,001 - $15,000
JNJ
Johnson & Johnson Common Stock (JNJ)
buy
Reported amount
$1,001 - $15,000
LHX
L3Harris Technologies, Inc. Common Stock (LHX)
buy
Reported amount
$1,001 - $15,000
MCD
McDonald's Corporation Common Stock (MCD)
buy
Reported amount
$1,001 - $15,000
MDT
Medtronic plc. Ordinary Shares (MDT)
buy
Reported amount
$1,001 - $15,000
MGK
Vanguard Mega Cap Growth ETF (MGK)
buy
Reported amount
$1,001 - $15,000
MSFT
Microsoft Corporation - Common Stock (MSFT)
buy
Reported amount
$1,001 - $15,000
NBGIX
Neuberger Berman Genesis Institutional (NBGIX)
buy
Reported amount
$1,001 - $15,000
NEE
NextEra Energy, Inc. Common Stock (NEE)
buy
Reported amount
$1,001 - $15,000
O
Realty Income Corporation Common Stock (O)
buy
Reported amount
$1,001 - $15,000
PEP
Pepsico, Inc. (PEP)
buy
Reported amount
$1,001 - $15,000
TSIIX
Thornburg Strategic Income Fund Class 1 Shs (TSIIX)
buy
Reported amount
$1,001 - $15,000
UNH
UnitedHealth Group Incorporated Common Stock (UNH)
buy
Reported amount
$1,001 - $15,000
WMT
Walmart Inc. Common Stock (WMT)
buy
Reported amount
$1,001 - $15,000
WMT
Walmart Inc. Common Stock (WMT)
buy
Reported amount
$1,001 - $15,000