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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 2019 report.

138 assets with a value on the report filed 2020-07-23, 79 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 CompanyStockJointNone
Aaron's, Inc.StockJoint$15,001 - $50,000
ABTAbbott LaboratoriesStockJoint$15,001 - $50,000
AKAMAkamai Technologies, Inc.StockJoint$15,001 - $50,000
AMG GWK SMALL CAP CORE FUND CL I GWEIXFundJointNone
AAPLApple Inc.StockJoint$100,001 - $250,000
ARTISAN INTL VALUE FUND ADVISOR APDKXFundJoint$100,001 - $250,000
BDXBecton, Dickinson and CompanyStockJoint$15,001 - $50,000
EATBrinker International, Inc.StockJointNone
CCLCarnival CorporationStockJointNone
Cerner CorporationStockJoint$15,001 - $50,000
CLXClorox CompanyStockJointNone
CTSHCognizant Technology solutions Corporation - Class aStockJointNone
COSTCostco Wholesale CorporationStockJoint$15,001 - $50,000
DLTRDollar Tree, Inc.StockJoint$15,001 - $50,000
ECLEcolab Inc.StockJoint$15,001 - $50,000
ELEstee Lauder Companies, Inc.StockJoint$15,001 - $50,000
EXPDExpeditors International of Washington, Inc.StockJointNone
FDXFedEx CorporationStockJointNone
Fidelity Government Cash Reserves FDRXXFundJoint$250,001 - $500,000
FIRST TRUST BIOTECH ARCA ETF FBTFundJoint$100,001 - $250,000
FISVFiserv, Inc.StockJoint$50,001 - $100,000
GPNGlobal Payments Inc.StockJoint$50,001 - $100,000
HARDING LOEVNER INTL EQUITY PORT INSTL HLMIXFundJoint$100,001 - $250,000
HDHome Depot, Inc.StockJoint$15,001 - $50,000
INTUIntuit Inc.StockJoint$15,001 - $50,000
MMM3M CompanyStockMemberNone
aaron's, Inc.StockMember$1,001 - $15,000
ABTabbott LaboratoriesStockMember$1,001 - $15,000
ACNaccenture plc Class a Ordinary sharesStockMember$1,001 - $15,000
AKAMakamai Technologies, Inc.StockMember$1,001 - $15,000
AMG GWK small Cap( GWEIX)FundMemberNone
ELVanthem, Inc.StockMember$1,001 - $15,000
AAPLapple Inc.StockMemberNone
BDXBecton, Dickinson and CompanyStockMember$1,001 - $15,000
EATBrinker International, Inc.StockMemberNone
CACICACI International, Inc. Class aStockMember$1,001 - $15,000
CCLCarnival CorporationStockMemberNone
Cerner CorporationStockMember$1,001 - $15,000
CLXClorox CompanyStockMemberNone
CTSHCognizant Technology solutions Corporation - Class aStockMemberNone
COSTCostco Wholesale CorporationStockMember$1,001 - $15,000
DRIDarden Restaurants, Inc.StockMember$1,001 - $15,000
DLTRDollar Tree, Inc.StockMember$1,001 - $15,000
DOUBLELINE TOTAL RETURN BOND FD CL I DBLTXFundMember$15,001 - $50,000
ECLEcolab Inc.StockMember$1,001 - $15,000
ELEstee Lauder Companies, Inc.StockMember$1,001 - $15,000
EXPDExpeditors International of Washington, Inc.StockMemberNone
FDXFedEx CorporationStockMemberNone
FIDELITY GOVERNMENT CASH RESERVES FDRXXFundMember$15,001 - $50,000
FISVFiserv, Inc.StockMember$1,001 - $15,000
GPNGlobal Payments Inc.StockMember$15,001 - $50,000
HARDING LOEVNER INTL EQUITY PORT INSTL HLMIXFundMember$50,001 - $100,000
HDHome Depot, Inc.StockMember$1,001 - $15,000
INTUIntuit Inc.StockMember$1,001 - $15,000
ishares Core S&P Small-Cap ETFStockMember$50,001 - $100,000
ishares Core U.s. aggregate Bond ETFStockMember$50,001 - $100,000
ISHARES EDGE MSCI Usa MOMENTUM FACTOR ETF MTUMFundMember$15,001 - $50,000
ishares Russell 1000 ETFStockMember$50,001 - $100,000
ISHARES TR 3 7 YR TREAS BD IEIFundMemberNone
ISHARES TR Us TREAS BD ETF GOVTFundMember$50,001 - $100,000
ISHARES U s FINANCIAL SERVICES ETF IYGFundMember$50,001 - $100,000
JJacobs Engineering Group Inc.StockMember$1,001 - $15,000
JOHCM Intl select FD JOHIXFundMemberNone
JPMORGAN CORE BOND CLass I WOBDXFundMemberNone
MAMastercard IncorporatedStockMember$1,001 - $15,000
MFS Growth Fund MQGIXFundMember$50,001 - $100,000
MSFTMicrosoft CorporationStockMember$1,001 - $15,000
NTAPNetapp, Inc.StockMemberNone
ORLYO'Reilly automotive, Inc.StockMember$1,001 - $15,000
Primecap Odyssey POAGXFundMember$50,001 - $100,000
ROPRoper Technologies, Inc.StockMember$1,001 - $15,000
SBUXstarbucks CorporationStockMember$1,001 - $15,000
SYYsysco CorporationStockMember$1,001 - $15,000
TMOThermo Fisher scientific IncStockMember$1,001 - $15,000
TJXTJX Companies, Inc.StockMember$1,001 - $15,000
Total system services, Inc.StockMemberNone
TSCOTractor supply CompanyStockMember$1,001 - $15,000
RTXUnited Technologies CorporationStockMember$1,001 - $15,000
UNHUnitedHealth Group Incorporated Common stockStockMember$1,001 - $15,000
VANGUARD FTSE DEVELOPED MARKET ETF VEAFundMember$100,001 - $250,000
Vanguard FTSE Emerging Markets ETFStockMember$50,001 - $100,000
Walgreens Boots alliance, Inc.StockMemberNone
WMWaste Management, Inc.StockMember$1,001 - $15,000
MMM3M CompanyStockMemberNone
ACNaccenture plc Class a Ordinary sharesStockMemberNone
AMG GWK small Cap Equity Fd GWEIXFundMemberNone
artisan Intl Value Fund ARTKXFundMemberNone
Cerner CorporationStockMemberNone
CTSHCognizant Technology solutions Corporation - Class aStockMemberNone
COSTCostco Wholesale CorporationStockMemberNone
DLTRDollar Tree, Inc.StockMemberNone
DOUBLELINE TOTAL RETURN BOND FD CL I DBLTXFundMember$250,001 - $500,000
ECLEcolab Inc.StockMemberNone
EXPDExpeditors International of Washington, Inc.StockMemberNone
FIDELITY GOVERNMENT CASH RESERVES FDRXXFundMember$15,001 - $50,000
ishares 3-7 Year Treasury Bond ETFStockMember$250,001 - $500,000
ishares Core S&P Small-Cap ETFStockMemberNone
ishares Core U.s. aggregate Bond ETFStockMember$500,001 - $1,000,000
ishares Edge MSCI Usa Momentum Factor ETFStockMemberNone
Ishares Us Financial services ETFFundMemberNone
JPMORGAN CORE BOND CLass I WOBDXFundMemberNone
ORLYO'Reilly automotive, Inc.StockMemberNone
PrimeCap Odyssey aggressive GR FD POAGXFundMemberNone
SBUXstarbucks CorporationStockMemberNone
RTXUnited Technologies CorporationStockMemberNone
Vanguard Intl Equity Index FUN VWOFundMemberNone
Walgreens Boots alliance, Inc.StockMemberNone
WMWaste Management, Inc.StockMemberNone
ISHARES CORE S&P SMALL-CAP E IJRFundJoint$15,001 - $50,000
ISHARES EDGE MSCI Usa MOMENTUM FACTOR ETF MTUMFundJoint$50,001 - $100,000
ISHARES RUSSELL 1000 ETF IWBFundJoint$250,001 - $500,000
ISHARES U s FINANCIAL SERVICES ETF IYGFundJoint$100,001 - $250,000
JJacobs Engineering Group Inc.StockJoint$15,001 - $50,000
KTBKontoor Brands, Inc.StockJointNone
Main street Bank CheckingOtherMember$1,001 - $15,000
Main street Financial services CorpOtherMember$100,001 - $250,000
MAMastercard IncorporatedStockJoint$15,001 - $50,000
Lincoln National Life InsuranceOtherDependent$100,001 - $250,000
MSFTMicrosoft CorporationStockJoint$15,001 - $50,000
NTAPNetapp, Inc.StockJointNone
NUVEEN SHRT DURATION HIGH YLD MUNI BOND I NVHIXFundJoint$50,001 - $100,000
ORLYO'Reilly automotive, Inc.StockJoint$15,001 - $50,000
PRIMECAP ODYSSEY POAGXFundJoint$250,001 - $500,000
Real Estate Ownership and PartnershipsOtherMember$500,001 - $1,000,000
Preston Count, WV TimberlandOtherMember$15,001 - $50,000
ROPRoper Technologies, Inc.StockJoint$15,001 - $50,000
SBUXStarbucks CorporationStockJoint$15,001 - $50,000
TMOThermo Fisher scientific IncStockJoint$50,001 - $100,000
Total system services, Inc.StockJointNone
RTXUnited Technologies CorporationStockJoint$15,001 - $50,000
UNHUnitedHealth Group Incorporated Common stockStockJoint$50,001 - $100,000
VFCV.F. CorporationStockJointNone
Vanguard FTSE Developed Markets ETFStockJoint$250,001 - $500,000
Vanguard FTSE Emerging Markets ETFStockJoint$100,001 - $250,000
VANGUARD INTERMED TERM TAX EXEMPT VWITXFundJoint$100,001 - $250,000
WesBanco CheckingOtherSpouse$1,001 - $15,000
WesBanco savingsOtherSpouse$1,001 - $15,000

How reports are read: holdings methodology.