Richard McCormick
Periodic transaction report filed April 7, 2026, GA06. Member page · The Clerk's PDF
20
Transactions
from a 3-page report
12
Purchases
8
Sales
full and partial
1
Reported late
past the 30-day or 45-day deadline
Transactions as filed
| # | Owner | Asset | Type | Trade date | Notified | Amount | Notes |
|---|---|---|---|---|---|---|---|
| 1 | Member | ABT Abbott Laboratories Common Stock (ABT) | Purchase | Mar 19, 2026 | Apr 7, 2026 | $1,001 to $15,000 | Subholding of Growth Partners IRA. |
| 2 | Member | ADI Analog Devices, Inc. - Common Stock (ADI) | Sale (partial) | Mar 19, 2026 | Apr 7, 2026 | $1,001 to $15,000 | Subholding of Growth Partners Roth IRA. |
| 3 | Member | ADI Analog Devices, Inc. - Common Stock (ADI) | Sale (partial) | Mar 19, 2026 | Apr 7, 2026 | $1,001 to $15,000 | Subholding of Growth Partners IRA. |
| 4 | Member | ADP Automatic Data Processing, Inc. - Common Stock (ADP) | Sale (partial) | Mar 19, 2026 | Apr 7, 2026 | $1,001 to $15,000 | Subholding of Growth Partners Roth IRA. |
| 5 | Member | ADP Automatic Data Processing, Inc. - Common Stock (ADP) | Purchase | Mar 19, 2026 | Apr 7, 2026 | $1,001 to $15,000 | Subholding of Growth Partners IRA. |
| 6 | Member | BLK BlackRock, Inc. Common Stock (BLK) | Purchase | Mar 19, 2026 | Apr 7, 2026 | $1,001 to $15,000 | Subholding of Growth Partners IRA. |
| 7 | Member | HD Home Depot, Inc. (HD) | Purchase | Mar 19, 2026 | Apr 7, 2026 | $1,001 to $15,000 | Subholding of Growth Partners IRA. |
| 8 | Member | HD Home Depot, Inc. (HD) | Purchase | Mar 19, 2026 | Apr 7, 2026 | $1,001 to $15,000 | Subholding of Growth Partners Roth IRA. |
| 9 | Member | JNJ Johnson & Johnson Common Stock (JNJ) | Sale (partial) | Mar 19, 2026 | Apr 7, 2026 | $1,001 to $15,000 | Subholding of Growth Partners IRA. |
| 10 | Member | JNJ Johnson & Johnson Common Stock (JNJ) | Sale (partial) | Mar 19, 2026 | Apr 7, 2026 | $1,001 to $15,000 | Subholding of Growth Partners Roth IRA. |
| 11 | Member | LHX L3Harris Technologies, Inc. Common Stock (LHX) | Sale (partial) | Mar 19, 2026 | Apr 7, 2026 | $1,001 to $15,000 | Subholding of Growth Partners Roth IRA. |
| 12 | Member | LHX L3Harris Technologies, Inc. Common Stock (LHX) | Sale (partial) | Mar 19, 2026 | Apr 7, 2026 | $1,001 to $15,000 | Subholding of Growth Partners IRA. |
| 13 | Member | MSFT Microsoft Corporation - Common Stock (MSFT) | Purchase | Mar 19, 2026 | Apr 7, 2026 | $1,001 to $15,000 | Subholding of Growth Partners Roth IRA. |
| 14 | Member | MSFT Microsoft Corporation - Common Stock (MSFT) | Purchase | Mar 19, 2026 | Apr 7, 2026 | $1,001 to $15,000 | Subholding of Growth Partners IRA. |
| 15 | Member | NEE NextEra Energy, Inc. Common Stock (NEE) | Sale (partial) | Mar 19, 2026 | Apr 7, 2026 | $1,001 to $15,000 | Subholding of Growth Partners Roth IRA. |
| 16 | Member | UNH UnitedHealth Group Incorporated Common Stock (UNH) | Purchase | Mar 19, 2026 | Apr 7, 2026 | $1,001 to $15,000 | Subholding of Growth Partners IRA. |
| 17 | Member | UNH UnitedHealth Group Incorporated Common Stock (UNH) | Purchase | Mar 19, 2026 | Apr 7, 2026 | $1,001 to $15,000 | Subholding of Growth Partners Roth IRA. |
| 18 | Member | US Treasury Bill | Purchase | Dec 12, 2025 | Dec 15, 2025 late | $100,001 to $250,000 | |
| 19 | Member | MGK Vanguard Mega Cap Growth ETF (MGK) | Purchase | Mar 19, 2026 | Apr 7, 2026 | $1,001 to $15,000 | Subholding of Growth Partners Roth IRA. Location: US. ETF. |
| 20 | Member | MGK Vanguard Mega Cap Growth ETF (MGK) | Purchase | Mar 19, 2026 | Apr 7, 2026 | $1,001 to $15,000 | Subholding of Growth Partners IRA. Location: US. ETF. |