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PalanorPalanor

Congressional stock trades · Member

David B. McKinley

Former representative · WV-1 · Republican

157 published transactions from periodic transaction reports since 2020, shown as filed. Amounts are the ranges on the form. Each row links to its filing. Holdings from 6 annual reports are below.

DisclosedTradedDaysOwnerAssetTypeAmount range (as filed)Source
2022-10-122022-09-2121MemberTSLATesla, Inc.Purchase$1,001 - $15,000Clerk →
2022-10-122022-09-2121MemberSWKStanley Black & Decker, Inc.Sale$1,001 - $15,000Clerk →
2022-10-122022-09-2121MemberAJGArthur J. Gallagher & Co.Purchase$1,001 - $15,000Clerk →
2022-10-122022-09-2121MemberABTAbbott LaboratoriesSale$1,001 - $15,000Clerk →
2022-10-122022-09-2121MemberKMXCarMax IncSale$1,001 - $15,000Clerk →
2022-10-122022-09-2121MemberGWWW.W. Grainger, Inc.Purchase$1,001 - $15,000Clerk →
2022-10-122022-09-2121MemberSPGIS&P Global Inc.Sale$1,001 - $15,000Clerk →
2022-10-122022-09-2121MemberCNCCentene CorporationPurchase$1,001 - $15,000Clerk →
2022-08-032022-07-0727MemberJJacobs Engineering Group Inc.Sale (partial)$1,001 - $15,000Clerk →
2022-08-032022-07-0727MemberORLYO'Reilly Automotive, Inc.Sale (partial)$1,001 - $15,000Clerk →
2022-08-032022-07-0727MemberCOSTCostco Wholesale CorporationSale (partial)$1,001 - $15,000Clerk →
2022-08-032022-07-0727MemberUNHUnitedHealth Group Incorporated Common StockSale (partial)$1,001 - $15,000Clerk →
2022-06-102022-05-2021MemberGPNGlobal Payments Inc.Purchase$1,001 - $15,000Clerk →
2022-01-142021-12-2718JointELVAnthem, Inc.Sale$50,001 - $100,000Clerk →
2022-01-142021-12-2718JointSYYSysco CorporationSale$50,001 - $100,000Clerk →
2022-01-142021-12-0639JointLINLinde plc Ordinary SharePurchase$15,001 - $50,000Clerk →
2022-01-142021-12-0639MemberLINLinde plc Ordinary SharePurchase$1,001 - $15,000Clerk →
2021-10-122021-09-1626JointAVGOBroadcom Inc.Purchase$15,001 - $50,000Clerk →
2021-10-122021-09-1626MemberAVGOBroadcom Inc.Purchase$15,001 - $50,000Clerk →
2021-09-132021-08-1925MemberTMOThermo Fisher Scientific IncSale (partial)$1,001 - $15,000Clerk →
2021-09-132021-08-1925MemberTSCOTractor Supply CompanySale (partial)$1,001 - $15,000Clerk →
2021-09-132021-08-1925MemberINTUIntuit Inc.Sale (partial)$1,001 - $15,000Clerk →
2021-09-132021-08-1925MemberGOOGLAlphabet Inc. - Class ASale (partial)$1,001 - $15,000Clerk →
2021-09-132021-08-1925MemberACNAccenture plc Class A Ordinary SharesSale (partial)$1,001 - $15,000Clerk →
2021-09-132021-08-1925MemberELEstee lauder Companies, Inc.Sale (partial)$1,001 - $15,000Clerk →
2021-09-132021-08-1925MemberAAPLApple Inc.Sale (partial)$1,001 - $15,000Clerk →
2021-06-022021-05-276MemberSWKStanley Black & Decker, Inc.Purchase$1,001 - $15,000Clerk →
2021-06-022021-05-276MemberNFLXNetflix, Inc.Sale$1,001 - $15,000Clerk →
2021-06-022021-05-1221JointCerner CorporationSale$15,001 - $50,000Clerk →
2021-06-022021-05-1221JointAKAMAkamai Technologies, Inc.Sale$15,001 - $50,000Clerk →
2021-06-022021-05-1221JointROPRoper Technologies, Inc.Sale$15,001 - $50,000Clerk →
2021-06-022021-05-1221JointECLEcolab Inc.Sale$439.25Clerk →
2021-06-022021-05-1221JointRTXRaytheon Technologies CorporationSale$1,001 - $15,000Clerk →
2021-04-062021-03-2413MemberCerner CorporationSale$15,001 - $50,000Clerk →
2021-04-062021-03-2413MemberAKAMAkamai Technologies, Inc.Sale$1,001 - $15,000Clerk →
2021-04-062021-03-2413MemberROPRoper Technologies, Inc.Sale$1,001 - $15,000Clerk →
2021-03-012021-02-227MemberORLYO'Reilly Automotive, Inc.Purchase$914.02Clerk →
2021-03-012021-02-227MemberCerner CorporationPurchase$1,001 - $15,000Clerk →
2021-03-012021-02-227MemberRPMRPM International Inc.Purchase$1,001 - $15,000Clerk →
2021-03-012021-02-227MemberNFLXNetflix, Inc.Purchase$1,001 - $15,000Clerk →
2021-03-012021-02-227MemberKMXCarMax IncPurchase$1,001 - $15,000Clerk →
2021-03-012021-02-227MemberFISVFiserv, Inc.Purchase$1,001 - $15,000Clerk →
2021-03-012021-02-227MemberGPNGlobal Payments Inc.Purchase$1,001 - $15,000Clerk →
2021-03-012021-02-227MemberCOSTCostco Wholesale CorporationPurchase$1,001 - $15,000Clerk →
2020-11-122020-10-0538JointCerner CorporationSale (partial)$1,001 - $15,000Clerk →
2020-11-122020-10-0538JointTMOThermo Fisher Scientific IncSale (partial)$1,001 - $15,000Clerk →
2020-09-032020-08-286JointWMWaste Management, Inc.Sale (partial)$1,001 - $15,000Clerk →
2020-09-032020-08-286JointINTUIntuit Inc.Sale (partial)$1,001 - $15,000Clerk →
2020-09-032020-08-286JointMSFTMicrosoft CorporationSale (partial)$1,001 - $15,000Clerk →
2020-09-032020-08-286JointMAMastercard IncorporatedSale (partial)$1,001 - $15,000Clerk →
2020-09-032020-08-286JointHDHome Depot, Inc.Sale (partial)$1,001 - $15,000Clerk →
2020-09-032020-08-286JointELEstee lauder Companies, Inc.Sale (partial)$1,001 - $15,000Clerk →
2020-09-032020-08-286JointRPMRPM International Inc.Sale (partial)$1,001 - $15,000Clerk →
2020-09-032020-08-286JointAAPLApple Inc.Sale (partial)$15,001 - $50,000Clerk →
2020-09-032020-08-286JointABTAbbott laboratoriesSale (partial)$1,001 - $15,000Clerk →
2020-09-032020-08-259JointBDXBecton, Dickinson and CompanySale$15,001 - $50,000Clerk →
2020-09-032020-08-259JointRPMRPM International Inc.Purchase$15,001 - $50,000Clerk →
2020-09-032020-08-259JointActivision Blizzard, IncPurchase$15,001 - $50,000Clerk →
2020-09-032020-08-259MemberSYYSysco CorporationSale$1,001 - $15,000Clerk →
2020-09-032020-08-259JointRTXRaytheon Technologies CorporationSale (partial)$15,001 - $50,000Clerk →
2020-09-032020-08-259JointECLEcolab Inc.Sale (partial)$15,001 - $50,000Clerk →
2020-09-032020-08-259JointQCOMQUALCOMM IncorporatedPurchase$15,001 - $50,000Clerk →
2020-09-032020-08-2014MemberActivision Blizzard, IncPurchase$1,001 - $15,000Clerk →
2020-09-032020-08-2014MemberKMXCarMax IncPurchase$1,001 - $15,000Clerk →
2020-09-032020-08-2014MemberRTXRaytheon Technologies CorporationSale$1,001 - $15,000Clerk →
2020-09-032020-08-2014MemberECLEcolab Inc.Sale$1,001 - $15,000Clerk →
2020-09-032020-08-2014MemberQCOMQUALCOMM IncorporatedPurchase$1,001 - $15,000Clerk →
2020-09-032020-08-2014MemberRPMRPM International Inc.Purchase$1,001 - $15,000Clerk →
2020-09-032020-08-2014MemberELVAnthem, Inc.Sale$1,001 - $15,000Clerk →
2020-09-032020-08-2014MemberNFLXNetflix, Inc.Purchase$1,001 - $15,000Clerk →
2020-09-032020-08-2014MemberBDXBecton, Dickinson and CompanySale$1,001 - $15,000Clerk →
2020-07-102020-06-0139MemberTSCOTractor Supply CompanySale (partial)$1,001 - $15,000Clerk →
2020-07-102020-06-0139MemberROPRoper Technologies, Inc.Sale (partial)$1,001 - $15,000Clerk →
2020-07-102020-06-0139MemberELEstee lauder Companies, Inc.Sale (partial)$1,001 - $15,000Clerk →
2020-06-032020-05-268JointMSFTMicrosoft CorporationSale (partial)$1,001 - $15,000Clerk →
2020-06-032020-05-268JointGPNGlobal Payments Inc.Sale (partial)$1,001 - $15,000Clerk →
2020-05-152020-04-3015JointELEstee lauder Companies, Inc.Purchase$1,001 - $15,000Clerk →
2020-05-152020-04-3015JointJJacobs Engineering group Inc.Purchase$15,001 - $50,000Clerk →
2020-05-152020-04-3015MemberECLEcolab Inc.Purchase$387.85Clerk →
2020-05-152020-04-3015MemberMAMastercard IncorporatedPurchase$1,001 - $15,000Clerk →
2020-05-152020-04-3015MemberWMWaste Management, Inc.Purchase$1,001 - $15,000Clerk →
2020-05-152020-04-3015MemberCOSTCostco Wholesale CorporationPurchase$1,001 - $15,000Clerk →
2020-05-152020-04-3015JointSPGIS&P global Inc.Purchase$15,001 - $50,000Clerk →
2020-05-152020-04-3015MemberHDHome Depot, Inc.Purchase$440.78Clerk →
2020-05-152020-04-3015MemberSPGIS&P global Inc.Purchase$1,001 - $15,000Clerk →
2020-05-152020-04-3015JointAKAMAkamai Technologies, Inc.Purchase$1,001 - $15,000Clerk →
2020-05-152020-04-3015MemberGOOGLAlphabet Inc. - Class APurchase$1,001 - $15,000Clerk →
2020-05-152020-04-3015MemberBDXBecton, Dickinson and CompanyPurchase$1,001 - $15,000Clerk →
2020-05-152020-04-3015MemberROPRoper Technologies, Inc.Purchase$1,001 - $15,000Clerk →
2020-05-152020-04-3015JointORLYO'Reilly Automotive, Inc.Purchase$1,001 - $15,000Clerk →
2020-05-152020-04-3015MemberORLYO'Reilly Automotive, Inc.Purchase$1,001 - $15,000Clerk →
2020-05-152020-04-3015JointBDXBecton, Dickinson and CompanyPurchase$1,001 - $15,000Clerk →
2020-05-152020-04-3015MemberUNHUnitedHealth group Incorporated Common StockPurchase$1,001 - $15,000Clerk →
2020-05-152020-04-3015JointTJXTJX Companies, Inc.Purchase$99.83Clerk →
2020-05-152020-04-3015MemberAKAMAkamai Technologies, Inc.Purchase$1,001 - $15,000Clerk →
2020-05-152020-04-3015JointTMOThermo Fisher Scientific IncPurchase$1,001 - $15,000Clerk →
2020-05-152020-04-3015MemberELVAnthem, Inc.Purchase$1,001 - $15,000Clerk →
2020-05-152020-04-3015JointAAPLApple Inc.Purchase$1,001 - $15,000Clerk →
2020-05-152020-04-3015JointSBUXStarbucks CorporationPurchase$1,001 - $15,000Clerk →
2020-05-152020-04-3015JointACNAccenture plc Class A ordinary SharesPurchase$1,001 - $15,000Clerk →
2020-05-152020-04-3015JointTSCOTractor Supply CompanyPurchase$1,001 - $15,000Clerk →
2020-05-152020-04-3015JointCOSTCostco Wholesale CorporationPurchase$1,001 - $15,000Clerk →
2020-05-152020-04-3015MemberSYYSysco CorporationPurchase$1,001 - $15,000Clerk →
2020-05-152020-04-3015MemberACNAccenture plc Class A ordinary SharesPurchase$1,001 - $15,000Clerk →
2020-05-152020-04-3015JointWMWaste Management, Inc.Purchase$1,001 - $15,000Clerk →
2020-05-152020-04-3015MemberTJXTJX Companies, Inc.Purchase$1,001 - $15,000Clerk →
2020-05-152020-04-3015MemberAAPLApple Inc.Purchase$1,001 - $15,000Clerk →
2020-05-152020-04-3015JointRTXRaytheon Technologies CorporationPurchase$1,001 - $15,000Clerk →
2020-05-152020-04-3015MemberGPNGlobal Payments Inc.Purchase$1,001 - $15,000Clerk →
2020-05-152020-04-3015JointGOOGLAlphabet Inc. - Class APurchase$1,001 - $15,000Clerk →
2020-05-152020-04-3015MemberTSCOTractor Supply CompanyPurchase$1,001 - $15,000Clerk →
2020-05-152020-04-3015MemberRTXRaytheon Technologies CorporationPurchase$1,001 - $15,000Clerk →
2020-05-152020-04-3015MemberSBUXStarbucks CorporationPurchase$1,001 - $15,000Clerk →
2020-05-152020-04-3015JointMAMastercard IncorporatedPurchase$1,001 - $15,000Clerk →
2020-05-152020-04-3015MemberABTAbbott laboratoriesPurchase$1,001 - $15,000Clerk →
2020-05-152020-04-3015JointECLEcolab Inc.Purchase$387.85Clerk →
2020-05-152020-04-3015MemberELEstee lauder Companies, Inc.Purchase$1,001 - $15,000Clerk →
2020-05-152020-04-3015MemberJJacobs Engineering group Inc.Purchase$1,001 - $15,000Clerk →
2020-05-152020-04-2421JointOTISOtis Worldwide CorporationSale$1,001 - $15,000Clerk →
2020-05-152020-04-2421JointCARRCarrier global CorporationSale$1,001 - $15,000Clerk →
2020-05-152020-04-2421JointRTXRaytheon Technologies CorporationPurchase$1,001 - $15,000Clerk →
2020-05-152020-04-1332MemberRTXRaytheon Technologies CorporationPurchase$1,001 - $15,000Clerk →
2020-05-152020-04-1332MemberOTISOtis Worldwide CorporationSale$1,001 - $15,000Clerk →
2020-05-152020-04-1332MemberCARRCarrier global CorporationSale$1,001 - $15,000Clerk →
2020-05-152020-04-0342MemberRTXUnited Technologies CorporationExchange$1,001 - $15,000Clerk →
2020-05-152020-04-0342JointRTXUnited Technologies CorporationExchange$15,001 - $50,000Clerk →
2020-04-152020-03-2818JointMAIN STREET FINANCIAL SERVICES CORPORATIONExchange$15,001 - $50,000Clerk →
2020-04-152020-03-2323JointCACICACI International, Inc. Class APurchase$15,001 - $50,000Clerk →
2020-04-152020-03-2323JointSYYSysco CorporationPurchase$15,001 - $50,000Clerk →
2020-04-152020-03-2323JointSBUXStarbucks CorporationPurchase$1,001 - $15,000Clerk →
2020-04-152020-03-2323JointTJXTJX Companies, Inc.Purchase$15,001 - $50,000Clerk →
2020-04-152020-03-2323JointRTXUnited Technologies CorporationPurchase$1,001 - $15,000Clerk →
2020-04-152020-03-2323JointAaron's, Inc.Sale$1,001 - $15,000Clerk →
2020-04-152020-03-2323JointAAPLApple Inc.Sale (partial)$50,001 - $100,000Clerk →
2020-04-152020-03-2323JointSPGIS&P global Inc.Purchase$1,001 - $15,000Clerk →
2020-04-152020-03-2323JointCOSTCostco Wholesale CorporationSale (partial)$1,001 - $15,000Clerk →
2020-04-152020-03-2323JointELVAnthem, Inc.Purchase$15,001 - $50,000Clerk →
2020-04-152020-03-2323JointGOOGLAlphabet Inc. - Class APurchase$15,001 - $50,000Clerk →
2020-04-152020-03-2323JointWMWaste Management, Inc.Purchase$1,001 - $15,000Clerk →
2020-04-152020-03-2323JointUNHUnitedHealth group Incorporated Common StockSale (partial)$15,001 - $50,000Clerk →
2020-04-152020-03-2323JointDLTRDollar Tree, Inc.Sale$15,001 - $50,000Clerk →
2020-04-152020-03-2323JointTMOThermo Fisher Scientific IncSale (partial)$15,001 - $50,000Clerk →
2020-04-152020-03-0937MemberSPGIS&P global Inc.Purchase$1,001 - $15,000Clerk →
2020-04-152020-03-0937MemberAaron's, Inc.Sale$1,001 - $15,000Clerk →
2020-04-152020-03-0937MemberDLTRDollar Tree, Inc.Sale$1,001 - $15,000Clerk →
2020-04-152020-03-0937MemberCOSTCostco Wholesale CorporationSale (partial)$1,001 - $15,000Clerk →
2020-04-152020-03-0937MemberGOOGLAlphabet Inc. - Class APurchase$1,001 - $15,000Clerk →
2020-04-152020-03-0937MemberAAPLApple Inc.Purchase$1,001 - $15,000Clerk →
2020-04-152020-03-0937MemberDRIDarden Restaurants, Inc.Sale$1,001 - $15,000Clerk →
2020-04-152020-03-0937MemberGPNGlobal Payments Inc.Sale (partial)$1,001 - $15,000Clerk →
2020-04-152020-03-0937MemberMSFTMicrosoft CorporationSale (partial)$1,001 - $15,000Clerk →
2020-04-152020-03-0343JointTSCOTractor Supply CompanyPurchase$15,001 - $50,000Clerk →
2020-01-062019-12-307JointACNAccenture plc Class a Ordinary sharesPurchase$15,001 - $50,000Clerk →
2020-01-062019-12-307JointWMWaste Management, Inc.Purchase$15,001 - $50,000Clerk →
2020-01-062019-12-1918JointVFCV.F. CorporationSale$15,001 - $50,000Clerk →
2020-01-062019-12-1918JointCLXClorox CompanySale$15,001 - $50,000Clerk →
2020-01-062019-12-1918JointEXPDExpeditors International of Washington, Inc.Sale$15,001 - $50,000Clerk →

How these are read and published: methodology.

Holdings · annual financial disclosure

Assets listed on the 2018 report.

186 assets with a value on the report filed 2019-05-13, 95 of them shares or options of a listed company. Values are the ranges on the form. Assets are held by the member, a spouse or a dependent child, as reported. Open the report.

AssetTypeOwnerValue (as filed)
MMM3M CompanyStockJoint$15,001 - $50,000
ABTAbbott LaboratoriesStockJoint$15,001 - $50,000
AMG GWK small Cap Equity GWEIXFundJoint$50,001 - $100,000
AAPLApple Inc.StockJoint$50,001 - $100,000
ATRAptarGroup, Inc.StockJointNone
Artisan Intl Value Fund APDKXFundJoint$100,001 - $250,000
BDXBecton, Dickinson and CompanyStockJoint$15,001 - $50,000
BMO Intermediate Tax Fee Inst - MIITXFundJointNone
EATBrinker International, Inc.StockJoint$15,001 - $50,000
C.R. Bard, Inc.StockJointNone
CCLCarnival CorporationStockJoint$15,001 - $50,000
CHDChurch & Dwight Company, Inc.StockJointNone
CLXClorox CompanyStockJoint$15,001 - $50,000
DLTRDollar Tree, Inc.StockJoint$15,001 - $50,000
DTEDTE Energy CompanyStockJointNone
EXPDExpeditors International of Washington, Inc.StockJoint$15,001 - $50,000
FDXFedEx CorporationStockJoint$15,001 - $50,000
Fidelity Cash Reserves FDRXXOtherSpouseNone
Fidelity Cash Reserves FDRXXFundJoint$250,001 - $500,000
First Trust amex Biotech Index FundFundJoint$100,001 - $250,000
First Trust North american Energy Infrastructure FundFundJointNone
FISVFiserv, Inc.StockJoint$15,001 - $50,000
GEGeneral Electric CompanyStockJointNone
Harding Loevner Intl Equity HLMIXFundJoint$100,001 - $250,000
Healthcare Realty TR FD HRFundJointNone
HDHome Depot, Inc.StockJoint$15,001 - $50,000
HRLHormel Foods CorporationStockJointNone
ING/VOYA Global Real Estate Fud IGLIXFundJointNone
INTUIntuit Inc.StockJoint$15,001 - $50,000
AMG GWK small Cap Equity GWEIXFundMemberNone
Doubleline Total Return Bond FD DBLTXFundMemberNone
Fidelity Cash Reserves FDRXXOtherMemberNone
First Trust North american Energy Infrastructure FundFundMemberNone
Harding Loevner Intl Equity HLMIXFundMemberNone
Ishares TR 3-7 yr Treas IEIFundMemberNone
J P Morgan Core Bond select WOBDXFundMemberNone
SPDR DJ Wilshire Global Real Estate ETFStockMemberNone
Touchstone Flexible Income Fund -MXIIXFundMemberNone
MMM3M CompanyStockMember$1,001 - $15,000
ABTabbott LaboratoriesStockMember$1,001 - $15,000
ACNaccenture plc Class a Ordinary sharesStockMember$1,001 - $15,000
AMG GWK small Cap Equity GWEIXFundMember$15,001 - $50,000
AAPLapple Inc.StockMember$1,001 - $15,000
ATRAptarGroup, Inc.StockMemberNone
BDXBecton, Dickinson and CompanyStockMember$1,001 - $15,000
EATBrinker International, Inc.StockMember$1,001 - $15,000
CCLCarnival CorporationStockMember$1,001 - $15,000
Cerner CorporationStockMember$1,001 - $15,000
CHDChurch & Dwight Company, Inc.StockMemberNone
CLXClorox CompanyStockMember$1,001 - $15,000
CTSHCognizant Technology solutions Corporation - Class aStockMember$1,001 - $15,000
COSTCostco Wholesale CorporationStockMember$1,001 - $15,000
DLTRDollar Tree, Inc.StockMember$1,001 - $15,000
DoubleLine Total Return BD FD DBLTXFundMember$15,001 - $50,000
ECLEcolab Inc.StockMember$1,001 - $15,000
EXPDExpeditors International of Washington, Inc.StockMember$1,001 - $15,000
FDXFedEx CorporationStockMember$1,001 - $15,000
Fidelity Cash Reserves FDRXXOtherMember$1,001 - $15,000
First TR Exchange No am Energy EMLPFundMemberNone
FISVFiserv, Inc.StockMember$1,001 - $15,000
Harding Loevner Intl Equity HLMIXFundMember$15,001 - $50,000
HSICHenry schein, Inc.StockMemberNone
HDHome Depot, Inc.StockMember$1,001 - $15,000
I shares EDGE MSCI Usa MTUMFundMember$15,001 - $50,000
INTUIntuit Inc.StockMember$1,001 - $15,000
ishares Core S&P Small-Cap ETFStockMember$15,001 - $50,000
ishares Russell 1000 ETFStockMember$50,001 - $100,000
Ishares Russell 1000 Value IWDFundMemberNone
Ishares Tr 3-7 yr Treas BD IEIFundMember$50,001 - $100,000
Ishares Us Financials service IYGFundMember$15,001 - $50,000
JOHCM Intl select Fund JOHIXFundMember$50,001 - $100,000
JP Morgan Core Bond FD WOBDXFundMember$15,001 - $50,000
Mathews asia small Companies MIXMXFundMemberNone
MSFTMicrosoft CorporationStockMember$1,001 - $15,000
NTAPNetapp, Inc.StockMember$1,001 - $15,000
ORLYO'Reilly automotive, Inc.StockMember$1,001 - $15,000
Prime Cap Odyssey aggressive Growth FD POAGXFundMember$50,001 - $100,000
ROPRoper Technologies, Inc.StockMember$1,001 - $15,000
SPDR Index DJ Wilshire GLobal RWOFundMemberNone
SBUXstarbucks CorporationStockMember$1,001 - $15,000
HSYThe Hershey CompanyStockMemberNone
TMOThermo Fisher scientific IncStockMember$1,001 - $15,000
TJXTJX Companies, Inc.StockMember$1,001 - $15,000
Total system services, Inc.StockMember$1,001 - $15,000
Touchstone Flexible Income Fund MXIIXFundMemberNone
RTXUnited Technologies CorporationStockMember$1,001 - $15,000
UNHUnitedHealth Group Incorporated Common stockStockMember$1,001 - $15,000
Vanguard Developed Intl Equity Index Fund VEAFundMember$100,001 - $250,000
Vanguard FTSE Emerging Markets ETFStockMember$50,001 - $100,000
Walgreens Boots alliance, Inc.StockMember$1,001 - $15,000
WMWaste Management, Inc.StockMember$1,001 - $15,000
MMM3M CompanyStockMember$1 - $1,000
ACNaccenture plc Class a Ordinary sharesStockMember$15,001 - $50,000
AMG GWK small Cap Equity Fd GWEIXFundMember$15,001 - $50,000
ATRAptarGroup, Inc.StockMemberNone
artisan Intl Value Fund ARTKXFundMember$15,001 - $50,000
BDXBecton, Dickinson and CompanyStockMemberNone
Cerner CorporationStockMember$1,001 - $15,000
CHDChurch & Dwight Company, Inc.StockMemberNone
CLXClorox CompanyStockMemberNone
CTSHCognizant Technology solutions Corporation - Class aStockMember$1,001 - $15,000
COSTCostco Wholesale CorporationStockMember$15,001 - $50,000
DLTRDollar Tree, Inc.StockMember$1 - $1,000
DoubleLine Total Return Bond FD DBLTXFundMember$100,001 - $250,000
ECLEcolab Inc.StockMember$15,001 - $50,000
EXPDExpeditors International of Washington, Inc.StockMember$1 - $1,000
Express scripts Holding CompanyStockMemberNone
Fidelity Cash Reserves FDRXXOtherMember$15,001 - $50,000
First Trust North american Energy Infrastructure FundFundMemberNone
FISVFiserv, Inc.StockMemberNone
Harding Loevner Intl Equity Port HLMIXFundMemberNone
HSICHenry schein, Inc.StockMemberNone
HDHome Depot, Inc.StockMemberNone
ishares 3-7 Year Treasury Bond ETFStockMember$250,001 - $500,000
ishares Core S&P Small-Cap ETFStockMember$50,001 - $100,000
Ishares EDGE MSCI Usa MTUMFundMember$15,001 - $50,000
Ishares Russell 1000 ETFFundMemberNone
Ishares Us Financial services ETFFundMember$50,001 - $100,000
J P Morgan Core Bd select WOBDXFundMember$100,001 - $250,000
Matthews asia small Companies FD MISMXFundMemberNone
MKCMcCormick & Company, IncorporatedStockMemberNone
ORLYO'Reilly automotive, Inc.StockMember$1 - $1,000
PEPPepsico, Inc.StockMemberNone
PrimeCap Odyssey agressive Growth FD POAGXFundMember$100,001 - $250,000
SPDR Index shares FDS DJ Wilshire Global Real Estate ETFFundMemberNone
SBUXstarbucks CorporationStockMember$1,001 - $15,000
HSYThe Hershey CompanyStockMemberNone
TMOThermo Fisher scientific IncStockMemberNone
TJXTJX Companies, Inc.StockMemberNone
Touchstone Flexible Income Fund -MXIIXFundMemberNone
RTXUnited Technologies CorporationStockMember$15,001 - $50,000
UNHUnitedHealth Group Incorporated Common stockStockMemberNone
UHSUniversal Health services, Inc.StockMemberNone
Vanguard Intl Equity Index Fund FTSE VWOFundMember$15,001 - $50,000
Walgreens Boots alliance, Inc.StockMember$1,001 - $15,000
WMWaste Management, Inc.StockMember$15,001 - $50,000
ZBHZimmer Biomet Holdings, Inc.StockMemberNone
Ishares Core S&P Small-Cap ETFStockJoint$15,001 - $50,000
Ishares Edge MSCI Usa Momentum Factor ETFStockJoint$15,001 - $50,000
Ishares Russell 1000 ETFStockJoint$100,001 - $250,000
Ishares Russell 1000 ETF IWDFundJointNone
Ishares U.s. Financial services ETFStockJoint$50,001 - $100,000
JJSFJ & J snack Foods Corp.StockJointNone
J P Morgan Multi Mngr alternative JMMSXFundJoint$50,001 - $100,000
JPMJP Morgan Chase & Co.StockJointNone
Main street Checking accountOtherMember$1,001 - $15,000
Main street Financial services CorpOtherMemberNone
Main street Financial services CorpOtherMember$100,001 - $250,000
Matthews asia small Companies MISMXFundJointNone
MCDMcDonald's CorporationStockJointNone
Amount owed to the filer (debtor not shown)OtherMemberNone
Amount owed to the filer (debtor not shown)OtherMemberNone
Lincoln National Life InsuranceOtherDependent$100,001 - $250,000
MSFTMicrosoft CorporationStockJoint$15,001 - $50,000
MHKMohawk Industries, Inc.StockJointNone
NTAPNetapp, Inc.StockJoint$15,001 - $50,000
Nuveen short Duration High Yld Fd NVHIXFundJoint$100,001 - $250,000
ORLYO'Reilly automotive, Inc.StockJoint$15,001 - $50,000
PFEPfizer, Inc.StockJointNone
PMPhilip Morris International IncStockJointNone
PrimeCap Odyssey aggressive Gr POAGXFundJoint$50,001 - $100,000
DEAB LLC rental Property, 99% InterestOtherMember$500,001 - $1,000,000
Preston County, WV TimberlandOtherSpouse$15,001 - $50,000
Robeco Boston Prtns LG/SH Research FD BPIRXFundJointNone
ROPRoper Technologies, Inc.StockJoint$15,001 - $50,000
Russell Lifepoints Growth strategy RALSXFundSpouseNone
Russell Lifepoints Growth strategy RALSXFundJointNone
Russell Tax Exmpt Bond Fund RLVSXFundJointNone
SHWSherwin-Williams CompanyStockJointNone
SBUXStarbucks CorporationStockJoint$15,001 - $50,000
HSYThe Hershey CompanyStockJointNone
TRVThe Travelers Companies, Inc.StockJointNone
TMOThermo Fisher scientific IncStockJoint$15,001 - $50,000
Total system services, Inc.StockJoint$15,001 - $50,000
Touchstone Flexible Income Fund -MXIIXFundJointNone
RTXUnited Technologies CorporationStockJoint$1,001 - $15,000
UNHUnitedHealth Group Incorporated Common stockStockJoint$50,001 - $100,000
VFCV.F. CorporationStockJoint$15,001 - $50,000
Vanguard FTSE Developed Markets ETFStockJoint$250,001 - $500,000
Vanguard FTSE Emerging Markets ETFStockJoint$100,001 - $250,000
Vanguard Intermediate Tax Exempt admiral VWITXFundJoint$100,001 - $250,000
Vanguard Mid-Cap ETF - DNQFundJointNone
DISWalt Disney CompanyStockJointNone
Wesbanco Checking accountOtherSpouse$1,001 - $15,000
Wesbanco savings accountOtherSpouse$1,001 - $15,000
WCCWESCO International, Inc.StockJointNone

How reports are read: holdings methodology.