|
Julia Letlow
R · LA
|
HCN
Welltower Inc.
|
Buy |
$1K – $15K |
Self |
Oct 23, 2024 |
402d late filing ↗ |
|
Julia Letlow
R · LA
|
WFC
Wells Fargo & Company Common Stock
|
Buy |
$1K – $15K |
Self |
Oct 23, 2024 |
402d late filing ↗ |
|
Julia Letlow
R · LA
|
WAT
Waters Corporation Common Stock
|
Buy |
$1K – $15K |
Self |
Oct 23, 2024 |
402d late filing ↗ |
|
Julia Letlow
R · LA
|
V
Visa Inc.
|
Buy |
$1K – $15K |
Self |
Oct 23, 2024 |
402d late filing ↗ |
|
Julia Letlow
R · LA
|
VRTX
Vertex Pharmaceuticals Incorporated - Common Stock
|
Buy |
$1K – $15K |
Self |
Oct 23, 2024 |
402d late filing ↗ |
|
Julia Letlow
R · LA
|
UNH
UnitedHealth Group Incorporated Common Stock
|
Buy |
$1K – $15K |
Self |
Oct 23, 2024 |
402d late filing ↗ |
|
Julia Letlow
R · LA
|
TMO
Thermo Fisher Scientific Inc Common Stock
|
Buy |
$1K – $15K |
Self |
Oct 23, 2024 |
402d late filing ↗ |
|
Julia Letlow
R · LA
|
KHC
The Kraft Heinz Company - Common Stock
|
Buy |
$1K – $15K |
Self |
Oct 23, 2024 |
402d late filing ↗ |
|
Julia Letlow
R · LA
|
CI
The Cigna Group Common Stock
|
Buy |
$1K – $15K |
Self |
Oct 23, 2024 |
402d late filing ↗ |
|
Julia Letlow
R · LA
|
BK
The Bank of New York Mellon Corporation Common Stock
|
Buy |
$1K – $15K |
Self |
Oct 23, 2024 |
402d late filing ↗ |
|
Julia Letlow
R · LA
|
TPR
Tapestry, Inc. Common Stock
|
Buy |
$1K – $15K |
Self |
Oct 23, 2024 |
402d late filing ↗ |
|
Julia Letlow
R · LA
|
TSM
Taiwan Semiconductor Manufacturing Company Ltd.
|
Buy |
$15K – $50K |
Self |
Oct 23, 2024 |
402d late filing ↗ |
|
Julia Letlow
R · LA
|
SYK
Stryker Corporation Common Stock
|
Buy |
$1K – $15K |
Self |
Oct 23, 2024 |
402d late filing ↗ |
|
Julia Letlow
R · LA
|
SLB
Schlumberger N.V. Common Stock
|
Buy |
$1K – $15K |
Self |
Oct 23, 2024 |
402d late filing ↗ |
|
Julia Letlow
R · LA
|
CRM
Salesforce, Inc. Common Stock
|
Buy |
$1K – $15K |
Self |
Oct 23, 2024 |
402d late filing ↗ |
|
Julia Letlow
R · LA
|
SAIA
Saia, Inc. - Common Stock
|
Buy |
$1K – $15K |
Self |
Oct 23, 2024 |
402d late filing ↗ |
|
Julia Letlow
R · LA
|
PVH
PVH Corp. Common Stock
|
Buy |
$1K – $15K |
Self |
Oct 23, 2024 |
402d late filing ↗ |
|
Julia Letlow
R · LA
|
PEG
Public Service Enterprise Group Incorporated Common Stock
|
Buy |
$1K – $15K |
Self |
Oct 23, 2024 |
402d late filing ↗ |
|
Julia Letlow
R · LA
|
PNC
PNC Financial Services Group, Inc.
|
Buy |
$1K – $15K |
Self |
Oct 23, 2024 |
402d late filing ↗ |
|
Julia Letlow
R · LA
|
PINS
Pinterest, Inc. Class A Common Stock
|
Buy |
$1K – $15K |
Self |
Oct 23, 2024 |
402d late filing ↗ |
|
Julia Letlow
R · LA
|
PM
Philip Morris International Inc Common Stock
|
Buy |
$1K – $15K |
Self |
Oct 23, 2024 |
402d late filing ↗ |
|
Julia Letlow
R · LA
|
PH
Parker-Hannifin Corporation Common Stock
|
Buy |
$1K – $15K |
Self |
Oct 23, 2024 |
402d late filing ↗ |
|
Julia Letlow
R · LA
|
NVDA
NVIDIA Corporation - Common Stock
|
Buy |
$1K – $15K |
Self |
Oct 23, 2024 |
402d late filing ↗ |
|
Julia Letlow
R · LA
|
NUE
Nucor Corporation Common Stock
|
Buy |
$1K – $15K |
Self |
Oct 23, 2024 |
402d late filing ↗ |
|
Julia Letlow
R · LA
|
NEE
NextEra Energy, Inc. Common Stock
|
Buy |
$1K – $15K |
Self |
Oct 23, 2024 |
402d late filing ↗ |
|
Julia Letlow
R · LA
|
MSFT
Microsoft Corporation - Common Stock
|
Buy |
$1K – $15K |
Self |
Oct 23, 2024 |
402d late filing ↗ |
|
Julia Letlow
R · LA
|
META
Meta Platforms, Inc. - Class A Common Stock
|
Buy |
$1K – $15K |
Self |
Oct 23, 2024 |
402d late filing ↗ |
|
Julia Letlow
R · LA
|
MKC
McCormick & Company, Incorporated Common Stock
|
Buy |
$1K – $15K |
Self |
Oct 23, 2024 |
402d late filing ↗ |
|
Julia Letlow
R · LA
|
LOW
Lowe's Companies, Inc. Common Stock
|
Buy |
$1K – $15K |
Self |
Oct 23, 2024 |
402d late filing ↗ |
|
Julia Letlow
R · LA
|
LVS
Las Vegas Sands Corp. Common Stock
|
Buy |
$1K – $15K |
Self |
Oct 23, 2024 |
402d late filing ↗ |
|
Julia Letlow
R · LA
|
KVUE
Kenvue Inc. Common Stock
|
Buy |
$1K – $15K |
Self |
Oct 23, 2024 |
402d late filing ↗ |
|
Julia Letlow
R · LA
|
JPM
JP Morgan Chase & Co. Common Stock
|
Buy |
$1K – $15K |
Self |
Oct 23, 2024 |
402d late filing ↗ |
|
Julia Letlow
R · LA
|
ICE
Intercontinental Exchange Inc. Common Stock
|
Buy |
$1K – $15K |
Self |
Oct 23, 2024 |
402d late filing ↗ |
|
Julia Letlow
R · LA
|
IR
Ingersoll Rand Inc. Common Stock
|
Buy |
$1K – $15K |
Self |
Oct 23, 2024 |
402d late filing ↗ |
|
Julia Letlow
R · LA
|
DINO
HF Sinclair Corporation Common Stock
|
Buy |
$1K – $15K |
Self |
Oct 23, 2024 |
402d late filing ↗ |
|
Julia Letlow
R · LA
|
GS
Goldman Sachs Group, Inc.
|
Buy |
$1K – $15K |
Self |
Oct 23, 2024 |
402d late filing ↗ |
|
Julia Letlow
R · LA
|
EXE
Expand Energy Corporation - Common Stock
|
Buy |
$1K – $15K |
Self |
Oct 23, 2024 |
402d late filing ↗ |
|
Julia Letlow
R · LA
|
DUK
Duke Energy Corporation
|
Buy |
$1K – $15K |
Self |
Oct 23, 2024 |
402d late filing ↗ |
|
Julia Letlow
R · LA
|
DBX
Dropbox, Inc. - Class A Common Stock
|
Buy |
$1K – $15K |
Self |
Oct 23, 2024 |
402d late filing ↗ |
|
Julia Letlow
R · LA
|
DOV
Dover Corporation Common Stock
|
Buy |
$1K – $15K |
Self |
Oct 23, 2024 |
402d late filing ↗ |
|
Julia Letlow
R · LA
|
CVX
Chevron Corporation Common Stock
|
Buy |
$1K – $15K |
Self |
Oct 23, 2024 |
402d late filing ↗ |
|
Julia Letlow
R · LA
|
CF
CF Industries Holdings, Inc. Common Stock
|
Buy |
$1K – $15K |
Self |
Oct 23, 2024 |
402d late filing ↗ |
|
Julia Letlow
R · LA
|
BXP
BXP, Inc. Common Stock
|
Buy |
$1K – $15K |
Self |
Oct 23, 2024 |
402d late filing ↗ |
|
Julia Letlow
R · LA
|
AVGO
Broadcom Inc. - Common Stock
|
Buy |
$1K – $15K |
Self |
Oct 23, 2024 |
402d late filing ↗ |
|
Julia Letlow
R · LA
|
BMY
Bristol-Myers Squibb Company Common Stock
|
Buy |
$1K – $15K |
Self |
Oct 23, 2024 |
402d late filing ↗ |
|
Julia Letlow
R · LA
|
BAH
Booz Allen Hamilton Holding Corporation Common Stock
|
Buy |
$1K – $15K |
Self |
Oct 23, 2024 |
402d late filing ↗ |
|
Julia Letlow
R · LA
|
BA
Boeing Company
|
Buy |
$1K – $15K |
Self |
Oct 23, 2024 |
402d late filing ↗ |
|
Julia Letlow
R · LA
|
T
AT&T Inc.
|
Buy |
$1K – $15K |
Self |
Oct 23, 2024 |
402d late filing ↗ |
|
Julia Letlow
R · LA
|
AZPN
Aspen Technology, Inc. - Common Stock
|
Buy |
$1K – $15K |
Self |
Oct 23, 2024 |
402d late filing ↗ |
|
Julia Letlow
R · LA
|
AJG
Arthur J. Gallagher & Co. Common Stock
|
Buy |
$1K – $15K |
Self |
Oct 23, 2024 |
402d late filing ↗ |
|
Julia Letlow
R · LA
|
AAPL
Apple Inc. - Common Stock
|
Buy |
$15K – $50K |
Self |
Oct 23, 2024 |
402d late filing ↗ |
|
Julia Letlow
R · LA
|
AMGN
Amgen Inc. - Common Stock
|
Buy |
$1K – $15K |
Self |
Oct 23, 2024 |
402d late filing ↗ |
|
Julia Letlow
R · LA
|
AMZN
Amazon.com, Inc. - Common Stock
|
Buy |
$1K – $15K |
Self |
Oct 23, 2024 |
402d late filing ↗ |
|
Julia Letlow
R · LA
|
AA
Alcoa Corporation Common Stock
|
Buy |
$1K – $15K |
Self |
Oct 23, 2024 |
402d late filing ↗ |
|
Julia Letlow
R · LA
|
ACN
Accenture plc Class A Ordinary Shares
|
Buy |
$1K – $15K |
Self |
Oct 23, 2024 |
402d late filing ↗ |
|
Julia Letlow
R · LA
|
ABBV
AbbVie Inc. Common Stock
|
Buy |
$1K – $15K |
Self |
Oct 23, 2024 |
402d late filing ↗ |
|
Julia Letlow
R · LA
|
ABT
Abbott Laboratories Common Stock
|
Buy |
$1K – $15K |
Self |
Oct 23, 2024 |
402d late filing ↗ |
|
Christine E Wormuth
EXEC
|
DGRW
WisdomTree US Quality Dividend Growth Fund
|
Buy |
$1K – $15K |
— |
Oct 18, 2024 |
filing ↗ |
|
Christine E Wormuth
EXEC
|
DGRW
WisdomTree US Quality Dividend Growth Fund
|
Buy |
$1K – $15K |
— |
Oct 18, 2024 |
filing ↗ |
|
Christine E Wormuth
EXEC
|
DGRW
WisdomTree US Quality Dividend Growth Fund
|
Buy |
$15K – $50K |
— |
Oct 18, 2024 |
filing ↗ |
|
Richard Rahul Verma
EXEC
|
AMRFX
American Mutual Fund Class F2 Shares
|
Sell |
$100K – $250K |
— |
Oct 16, 2024 |
filing ↗ |
|
Richard Rahul Verma
EXEC
|
VADDX
INVESCO EQUAL WGHTD S&P 500 Y
|
Sell |
$100K – $250K |
— |
Oct 16, 2024 |
filing ↗ |
|
Adriana Kugler
EXEC
|
CAVA
CAVA Group, Inc.
|
Sell |
$1K – $15K |
Self |
Oct 15, 2024 |
42d late filing ↗ |
|
Ritchie Torres
D · NY
|
US Treasury Note 91282CLP4
|
Buy |
$1K – $15K |
Self |
Oct 9, 2024 |
270d late filing ↗ |
|
Ritchie Torres
D · NY
|
ARES
Ares Management Corporation Class A Common Stock
|
Buy |
$1K – $15K |
Self |
Oct 9, 2024 |
270d late filing ↗ |
|
Austin Scott
R · GA
|
GEV
GE Vernova Inc. Common Stock
|
Sell |
$1K – $15K |
Spouse |
Oct 2, 2024 |
270d late filing ↗ |
|
Austin Scott
R · GA
|
F
Ford Motor Company Common Stock
|
Sell |
$1K – $15K |
Spouse |
Oct 2, 2024 |
270d late filing ↗ |
|
Michael Barr
EXEC
|
VOO
Vanguard 500 Index Fund ETF Shares
|
Buy |
$1K – $15K |
— |
Oct 1, 2024 |
filing ↗ |
|
Michael Barr
EXEC
|
HERYX
Hartford Emerging Markets Equity Fund Class Y Shares
|
Sell |
$1K – $15K |
— |
Oct 1, 2024 |
filing ↗ |
|
Michael Barr
EXEC
|
HLMEX
Harding Loevner Emerging Markets Portfolio Institutional Class
|
Sell |
$1K – $15K |
— |
Oct 1, 2024 |
filing ↗ |
|
Michael Barr
EXEC
|
HLMIX
Harding Loevner International Equity Portfolio Institutional Class
|
Sell |
$15K – $50K |
— |
Oct 1, 2024 |
filing ↗ |
|
Michael Barr
EXEC
|
IEFA
Ishares TR Coer MSCI Eafe ETF
|
Sell |
$15K – $50K |
— |
Oct 1, 2024 |
filing ↗ |
|
Michael Barr
EXEC
|
IWN
Ishares TR Russell 2000 Value ETF
|
Sell |
$1K – $15K |
— |
Oct 1, 2024 |
filing ↗ |
|
Michael Barr
EXEC
|
IWP
Ishares TR Russell Mid-Cap Growth ETF
|
Sell |
$1K – $15K |
— |
Oct 1, 2024 |
filing ↗ |
|
Michael Barr
EXEC
|
MTBIX
MainStay MacKay Tax Free Bond Fund Class I Shares
|
Sell |
$15K – $50K |
— |
Oct 1, 2024 |
filing ↗ |
|
Michael Barr
EXEC
|
QISGX
Federated Hermes MDT Small Cap Growth Fund Class IS
|
Sell |
$1K – $15K |
— |
Oct 1, 2024 |
filing ↗ |
|
Michael Barr
EXEC
|
TILIX
Nuveen Large Cap Growth Index Fund Class R6
|
Sell |
$50K – $100K |
— |
Oct 1, 2024 |
filing ↗ |
|
Michael Barr
EXEC
|
TILVX
Nuveen Large Cap Value Index Fund Class R6
|
Sell |
$50K – $100K |
— |
Oct 1, 2024 |
filing ↗ |
|
Michael Barr
EXEC
|
TQTIX
AMG Times Square International Small Cap Fund Class I
|
Sell |
$1K – $15K |
— |
Oct 1, 2024 |
filing ↗ |
|
Michael Barr
EXEC
|
VOO
Vanguard Index FDS S&P 500 ETF SHS New
|
Sell |
$50K – $100K |
— |
Oct 1, 2024 |
filing ↗ |
|
Michael Barr
EXEC
|
WFMIX
Allspring Special Mid Cap Value Fund Institutional Class
|
Sell |
$15K – $50K |
— |
Oct 1, 2024 |
filing ↗ |
|
Michael Barr
EXEC
|
WMBIX
Allspring Municipal Bond Fund Institutional Class
|
Sell |
$15K – $50K |
— |
Oct 1, 2024 |
filing ↗ |
|
Daniel Meuser
R · PA
|
NVDA
NVIDIA Corporation - Common Stock
|
Sell (partial) |
$500K – $1M |
Spouse |
Oct 1, 2024 |
286d late filing ↗ |
|
Markwayne Mullin
R · OK
|
Pocono Mtn PA Sch Dist Go Nts 2023 Rate/Coupon: 4.5% Matures: 10/01/26
|
Sell |
$50K – $100K |
Joint |
Oct 1, 2024 |
270d late filing ↗ |
|
Thomas R. Suozzi
D · NY
|
US Treasury Bill
|
Buy |
$1K – $15K |
Self |
Sep 26, 2024 |
276d late filing ↗ |
|
Ritchie Torres
D · NY
|
WMB
Williams Companies, Inc.
|
Buy |
$1K – $15K |
Self |
Sep 26, 2024 |
283d late filing ↗ |
|
Ritchie Torres
D · NY
|
US Treasury Note 91282CKY6
|
Buy |
$1K – $15K |
Self |
Sep 26, 2024 |
283d late filing ↗ |
|
Ritchie Torres
D · NY
|
US Treasury Note 91282CHA2
|
Buy |
$1K – $15K |
Self |
Sep 26, 2024 |
283d late filing ↗ |
|
Ritchie Torres
D · NY
|
US Treasury Note 91282CGM7
|
Buy |
$1K – $15K |
Self |
Sep 26, 2024 |
283d late filing ↗ |
|
Ritchie Torres
D · NY
|
US Treasury Note 91282CFY2
|
Buy |
$1K – $15K |
Self |
Sep 26, 2024 |
283d late filing ↗ |
|
Ritchie Torres
D · NY
|
US Treasury Note 91282CFK2
|
Buy |
$1K – $15K |
Self |
Sep 26, 2024 |
283d late filing ↗ |
|
Ritchie Torres
D · NY
|
US Treasury Note 91282CFF3
|
Buy |
$1K – $15K |
Self |
Sep 26, 2024 |
283d late filing ↗ |
|
Ritchie Torres
D · NY
|
US Treasury Note 91282CAY7
|
Buy |
$1K – $15K |
Self |
Sep 26, 2024 |
283d late filing ↗ |
|
Ritchie Torres
D · NY
|
US Treasury Note 91282CAE1
|
Buy |
$1K – $15K |
Self |
Sep 26, 2024 |
283d late filing ↗ |
|
Ritchie Torres
D · NY
|
US Treasury Note 912828P469
|
Buy |
$1K – $15K |
Self |
Sep 26, 2024 |
283d late filing ↗ |
|
Ritchie Torres
D · NY
|
US Treasury Note 912828P46
|
Buy |
$1K – $15K |
Self |
Sep 26, 2024 |
283d late filing ↗ |
|
Ritchie Torres
D · NY
|
US Treasury Note 9128284V9
|
Buy |
$1K – $15K |
Self |
Sep 26, 2024 |
283d late filing ↗ |
|
Ritchie Torres
D · NY
|
UNH
UnitedHealth Group Incorporated Common Stock
|
Buy |
$1K – $15K |
Self |
Sep 26, 2024 |
283d late filing ↗ |
|
Ritchie Torres
D · NY
|
UNP
Union Pacific Corporation Common Stock
|
Buy |
$1K – $15K |
Self |
Sep 26, 2024 |
283d late filing ↗ |
|
Ritchie Torres
D · NY
|
USB
U.S. Bancorp Common Stock
|
Buy |
$1K – $15K |
Self |
Sep 26, 2024 |
283d late filing ↗ |