|
Xavier Becerra
EXEC
|
CORP
Spouse’s IRA #2: PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
|
Buy |
$1K – $15K |
— |
Feb 27, 2024 |
filing ↗ |
|
Xavier Becerra
EXEC
|
BOND
Spouse’s IRA #2: PIMCO Active Bond Exchange-Traded Fund
|
Buy |
$1K – $15K |
— |
Feb 27, 2024 |
filing ↗ |
|
Xavier Becerra
EXEC
|
EAFAX
Spouse’s IRA #2: Eaton Vance Floating-Rate Advantage Fund Class A Shares
|
Buy |
$1K – $15K |
— |
Feb 27, 2024 |
filing ↗ |
|
Xavier Becerra
EXEC
|
GTSGX
Spouse’s IRA #1: Madison Mid Cap Fund Class Y Shares
|
Sell |
$1K – $15K |
— |
Feb 27, 2024 |
filing ↗ |
|
Xavier Becerra
EXEC
|
BILS
Spouse’s IRA #1: SPDR Bloomberg 3-12 Month T-Bill ETF SPDR Bloomberg 3-12 Month T-Bill ETF
|
Buy |
$1K – $15K |
— |
Feb 27, 2024 |
filing ↗ |
|
Xavier Becerra
EXEC
|
BIL
Spouse’s IRA #1: SPDR Bloomberg Barclays 1-3 Month T-Bill ETF
|
Buy |
$1K – $15K |
— |
Feb 27, 2024 |
filing ↗ |
|
Xavier Becerra
EXEC
|
CSIEX
Spouse’s IRA #1: Calvert Equity Fund Class A Shares
|
Sell |
$1K – $15K |
— |
Feb 27, 2024 |
filing ↗ |
|
Xavier Becerra
EXEC
|
IYR
Spouse’s IRA #1: iShares US Real Estate ETF
|
Buy |
$1K – $15K |
— |
Feb 27, 2024 |
filing ↗ |
|
Xavier Becerra
EXEC
|
WSHFX
Spouse’s IRA #1: Washington Mutual Investors Fund Class F1 Shares
|
Sell |
$1K – $15K |
— |
Feb 27, 2024 |
filing ↗ |
|
Xavier Becerra
EXEC
|
OLGAX
Spouse’s IRA #1: JPMorgan Large Cap Growth Fund Class A Shares
|
Sell |
$1K – $15K |
— |
Feb 27, 2024 |
filing ↗ |
|
Xavier Becerra
EXEC
|
CORP
Spouse’s IRA #1: PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
|
Buy |
$1K – $15K |
— |
Feb 27, 2024 |
filing ↗ |
|
Xavier Becerra
EXEC
|
BOND
Spouse’s IRA #1: PIMCO Active Bond Exchange-Traded Fund
|
Buy |
$1K – $15K |
— |
Feb 27, 2024 |
filing ↗ |
|
Xavier Becerra
EXEC
|
EAFAX
Spouse’s IRA #1: Eaton Vance Floating-Rate Advantage Fund Class A Shares
|
Buy |
$1K – $15K |
— |
Feb 27, 2024 |
filing ↗ |
|
Peter P Buttigieg
EXEC
|
USCCX
USAA Cornerstone Conservative
|
Sell |
$1K – $15K |
— |
Feb 26, 2024 |
filing ↗ |
|
Xavier Becerra
EXEC
|
BIL
Filer’s IRA: SPDR Bloomberg Barclays 1-3 Month T-Bill ETF
|
Buy |
$1K – $15K |
— |
Feb 26, 2024 |
filing ↗ |
|
Xavier Becerra
EXEC
|
BOND
Filer’s IRA: PIMCO Active Bond Exchange- Traded Fund
|
Buy |
$1K – $15K |
— |
Feb 26, 2024 |
filing ↗ |
|
Xavier Becerra
EXEC
|
OLGAX
Filer’s IRA: JPMorgan Large Cap Growth Fund Class A Shares
|
Sell |
$1K – $15K |
— |
Feb 26, 2024 |
filing ↗ |
|
Michael Whitaker
EXEC
|
AVGO
Broadcom, Inc.
|
Sell |
$15K – $50K |
Self |
Feb 22, 2024 |
15d late filing ↗ |
|
Stacey Dixon
EXEC
|
MIAYX
AMERICAN MULTI SECTOR INC F2
|
Buy |
$1K – $15K |
Self |
Feb 21, 2024 |
352d late filing ↗ |
|
Stacey Dixon
EXEC
|
ANBFX
AMERICAN STRATEGIC BOND F2
|
Buy |
$1K – $15K |
Self |
Feb 21, 2024 |
352d late filing ↗ |
|
Stacey Dixon
EXEC
|
ABNFX
AMERICAN BD FD OF AMERICA F2
|
Buy |
$1K – $15K |
Self |
Feb 21, 2024 |
352d late filing ↗ |
|
Stacey Dixon
EXEC
|
GFFFX
AMERICAN GW FD OF AMERICA F2
|
Buy |
$1K – $15K |
Self |
Feb 21, 2024 |
352d late filing ↗ |
|
Stacey Dixon
EXEC
|
SMCFX
AMERICAN SMALL CAP WORLD F2
|
Buy |
$1K – $15K |
Self |
Feb 21, 2024 |
352d late filing ↗ |
|
Stacey Dixon
EXEC
|
WMFFX
AMERICAN WA MUTUAL F2
|
Buy |
$1K – $15K |
Self |
Feb 21, 2024 |
352d late filing ↗ |
|
Stacey Dixon
EXEC
|
AMBFX
AMERICAN BALANCED F2
|
Buy |
$1K – $15K |
Self |
Feb 21, 2024 |
352d late filing ↗ |
|
Stacey Dixon
EXEC
|
CAIFX
AMERICAN CAP INC BUILDER F2
|
Buy |
$1K – $15K |
Self |
Feb 21, 2024 |
352d late filing ↗ |
|
Stacey Dixon
EXEC
|
ICAFX
AMERICAN INV CO OF AMER F2
|
Buy |
$15K – $50K |
Self |
Feb 21, 2024 |
352d late filing ↗ |
|
Stacey Dixon
EXEC
|
WGIFX
AMERICAN CAP WRLD GR & INC F2
|
Buy |
$15K – $50K |
Self |
Feb 21, 2024 |
352d late filing ↗ |
|
David McCormick
R · PA
|
PHILADELPHIA PA WTR & WASTEWTR REV Rate/Coupon: 5% Matures: 10/01/2025
|
Buy |
$15K – $50K |
Spouse |
Feb 18, 2024 |
336d late filing ↗ |
|
Rahul Gupta
EXEC
|
KMB
Kimberly-Clark Corp.
|
Buy |
$1K – $15K |
Self |
Feb 15, 2024 |
filing ↗ |
|
Rick Scott
R · FL
|
California General Obligation Bond Rate/Coupon: 5.0% Matures: 04/01/2049
|
Sell (partial) |
$250K – $500K |
Spouse |
Feb 15, 2024 |
500d late filing ↗ |
|
Rick Scott
R · FL
|
Ysleta Texas Independent School District Ref Bond Rate/Coupon: 4.0% Matures: 08/15/2031
|
Sell |
$500K – $1M |
Self |
Feb 15, 2024 |
500d late filing ↗ |
|
Rick Scott
R · FL
|
Ysleta Texas Independent School District Ref Bond Rate/Coupon: 4.0% Matures: 08/15/2031
|
Sell |
$250K – $500K |
Spouse |
Feb 15, 2024 |
500d late filing ↗ |
|
Rick Scott
R · FL
|
Port Authority of NY & NJ Bonds 218 Series Rate/Coupon: 5.0% Matures: 11/01/2030
|
Sell |
$250K – $500K |
Spouse |
Feb 15, 2024 |
500d late filing ↗ |
|
Rick Scott
R · FL
|
Port Authority of NY & NJ Bonds 218 Series Rate/Coupon: 5.0% Matures: 11/01/2030
|
Sell |
$250K – $500K |
Spouse |
Feb 15, 2024 |
500d late filing ↗ |
|
Rick Scott
R · FL
|
Port Authority of NY & NJ Bonds 218 Series Rate/Coupon: 5.0% Matures: 11/01/2030
|
Sell |
$100K – $250K |
Self |
Feb 15, 2024 |
500d late filing ↗ |
|
Rick Scott
R · FL
|
King County Washington Sewer Revenue Bond Rate/Coupon: 0.875% Matures: 01/01/2042
|
Sell |
$100K – $250K |
Self |
Feb 15, 2024 |
500d late filing ↗ |
|
Rick Scott
R · FL
|
Pennsylvania Higher Education Facs Auth Revenue Bond Rate/Coupon: 5.0% Matures: 08/15/2049
|
Buy |
$250K – $500K |
Spouse |
Feb 14, 2024 |
501d late filing ↗ |
|
Rick Scott
R · FL
|
Pennsylvania Higher Education Facs Auth Revenue Bond Rate/Coupon: 5.0% Matures: 08/15/2049
|
Buy |
$500K – $1M |
Spouse |
Feb 14, 2024 |
501d late filing ↗ |
|
Rick Scott
R · FL
|
Pennsylvania Higher Education Facs Auth Revenue Bond Rate/Coupon: 5.0% Matures: 08/15/2049
|
Buy |
$500K – $1M |
Self |
Feb 14, 2024 |
501d late filing ↗ |
|
Rick Scott
R · FL
|
Pennsylvania Higher Education Facs Auth Revenue Bond Rate/Coupon: 5.0% Matures: 08/15/2049
|
Buy |
$100K – $250K |
Self |
Feb 14, 2024 |
501d late filing ↗ |
|
Markwayne Mullin
R · OK
|
Oklahoma St Dev Fin Auth Hlths Rev Rate/Coupon: 5.0% Matures: 08/15/31
|
Sell (partial) |
$50K – $100K |
Self |
Feb 9, 2024 |
505d late filing ↗ |
|
Markwayne Mullin
R · OK
|
Oklahoma St Dev Fin Auth Hlths Rev Rate/Coupon: 5.0% Matures: 08/15/31
|
Sell (partial) |
$50K – $100K |
Self |
Feb 7, 2024 |
507d late filing ↗ |
|
Jennifer Granholm
EXEC
|
VCSH
Vanguard Short-Term Corporate Bond Index Fund ETF Class Shares
|
Sell |
$50K – $100K |
Self |
Feb 5, 2024 |
8d late filing ↗ |
|
Rahul Gupta
EXEC
|
MMM
3M Co.
|
Buy |
$1K – $15K |
Self |
Feb 2, 2024 |
3d late filing ↗ |
|
Kathleen Hicks
EXEC
|
XLP
Consumer Staples Select Sector SPDR Fund
|
Sell |
$100K – $250K |
— |
Jan 30, 2024 |
filing ↗ |
|
Kathleen Hicks
EXEC
|
QQQ
Invesco QQQ Trust, Series 1
|
Buy |
$100K – $250K |
— |
Jan 30, 2024 |
filing ↗ |
|
Richard Rahul Verma
EXEC
|
AMRFX
American Mutual Fund Class F2 Shares
|
Sell |
$15K – $50K |
— |
Jan 30, 2024 |
filing ↗ |
|
Richard Rahul Verma
EXEC
|
VADDX
INVESCO EQUAL WGHTD S&P 500 Y
|
Sell |
$15K – $50K |
— |
Jan 30, 2024 |
filing ↗ |
|
Rahul Gupta
EXEC
|
TSLA
Tesla, Inc.
|
Buy |
$1K – $15K |
Self |
Jan 30, 2024 |
6d late filing ↗ |
|
Scott Franklin
R · FL
|
WMT
Walmart Inc. Common Stock
|
Sell (partial) |
$1K – $15K |
Joint |
Jan 30, 2024 |
475d late filing ↗ |
|
Scott Franklin
R · FL
|
SBUX
Starbucks Corporation - Common Stock
|
Sell (partial) |
$1K – $15K |
Joint |
Jan 30, 2024 |
475d late filing ↗ |
|
Scott Franklin
R · FL
|
BRK.B
Berkshire Hathaway Inc. New Common Stock
|
Sell (partial) |
$1K – $15K |
Joint |
Jan 30, 2024 |
475d late filing ↗ |
|
Scott Franklin
R · FL
|
AAPL
Apple Inc. - Common Stock
|
Sell (partial) |
$1K – $15K |
Joint |
Jan 30, 2024 |
475d late filing ↗ |
|
Markwayne Mullin
R · OK
|
Oklahoma St Dev Fin Auth Hlths Rev Rate/Coupon: 5.0% Matures: 08/15/31
|
Sell (partial) |
$100K – $250K |
Self |
Jan 29, 2024 |
516d late filing ↗ |
|
Nuria Fernandez
EXEC
|
XOM
Exxon Mobil Corp.
|
Buy |
$1K – $15K |
Self |
Jan 26, 2024 |
9d late filing ↗ |
|
Nuria Fernandez
EXEC
|
BMY
Bristol-Myers Squibb
|
Sell |
$1K – $15K |
Self |
Jan 26, 2024 |
9d late filing ↗ |
|
Rahul Gupta
EXEC
|
MMM
3M Co.
|
Buy |
$1K – $15K |
Self |
Jan 26, 2024 |
10d late filing ↗ |
|
Rahul Gupta
EXEC
|
KMB
Kimberly-Clark Corp.
|
Buy |
$1K – $15K |
Self |
Jan 26, 2024 |
10d late filing ↗ |
|
Markwayne Mullin
R · OK
|
Oklahoma St Dev Fin Auth Hlths Rev Rate/Coupon: 5.0% Matures: 08/15/31
|
Sell (partial) |
$50K – $100K |
Self |
Jan 22, 2024 |
523d late filing ↗ |
|
Jennifer Granholm
EXEC
|
RSP
Invesco S&P 500 Equal Weight ETF
|
Buy |
$15K – $50K |
Self |
Jan 19, 2024 |
25d late filing ↗ |
|
Markwayne Mullin
R · OK
|
Oklahoma St Dev Fin Auth Hlths Rev Rate/Coupon: 5.0% Matures: 08/15/31
|
Sell (partial) |
$50K – $100K |
Self |
Jan 19, 2024 |
526d late filing ↗ |
|
Markwayne Mullin
R · OK
|
KAUKAUNA WIS ANTIC NTS 2023B Rate/Coupon: 5.0% Matures: 06/01/2028
|
Sell (partial) |
$50K – $100K |
Joint |
Jan 18, 2024 |
527d late filing ↗ |
|
Markwayne Mullin
R · OK
|
AUSTIN TEX PUB IMPT REF BDS 2023 Rate/Coupon: 5.0% Matures: 09/01/2024
|
Sell |
$15K – $50K |
Joint |
Jan 18, 2024 |
527d late filing ↗ |
|
Markwayne Mullin
R · OK
|
CENTRAL WEBER UTAH SWR IMPT DIST SWR REV BDS 2023 Rate/Coupon: 5.0% Matures: 03/01/2024
|
Sell |
$50K – $100K |
Joint |
Jan 18, 2024 |
527d late filing ↗ |
|
Markwayne Mullin
R · OK
|
JOHNSTON CNTY N C GO REF BDS 2010-A Rate/Coupon: 5.0% Matures: 02/01/2024
|
Sell |
$50K – $100K |
Joint |
Jan 18, 2024 |
527d late filing ↗ |
|
Jennifer Granholm
EXEC
|
TTWO
Take-Two Interactive Software, Inc.
|
Sell |
$1K – $15K |
Self |
Jan 16, 2024 |
158d late filing ↗ |
|
Kathy E. Manning
D · NC
|
Echo Street GoodCo Select, LP
|
Sell |
$15K – $50K |
Spouse |
Jan 16, 2024 |
416d late filing ↗ |
|
Peter P Buttigieg
EXEC
|
USIBX
USAA Immediate Term Bond
|
Sell |
$1K – $15K |
— |
Jan 12, 2024 |
filing ↗ |
|
Xavier Becerra
EXEC
|
TRGLX
U.S. Brokerage Account: T Rowe PriceGlobal Stock Fund Class I Shares
|
Buy |
$1K – $15K |
— |
Jan 12, 2024 |
filing ↗ |
|
Xavier Becerra
EXEC
|
GTSGX
U.S. Brokerage Account: Madison Mid Cap Fund Class Y Shares
|
Buy |
$1K – $15K |
— |
Jan 11, 2024 |
filing ↗ |
|
Xavier Becerra
EXEC
|
CSIEX
U.S. Brokerage Account: Calvert Equity Fund Class A Shares
|
Buy |
$1K – $15K |
— |
Jan 11, 2024 |
filing ↗ |
|
Xavier Becerra
EXEC
|
CWGFX
U.S. Brokerage Account: Capital World Growth & Income Fund Class F1 Shares
|
Buy |
$1K – $15K |
— |
Jan 11, 2024 |
filing ↗ |
|
Xavier Becerra
EXEC
|
NPFFX
U.S. Brokerage Account: New Perspective Fund Class F1 Shares
|
Buy |
$1K – $15K |
— |
Jan 11, 2024 |
filing ↗ |
|
Xavier Becerra
EXEC
|
JAENX
U.S. Brokerage Account: Janus Henderson Enterprise Fund Class T Shares
|
Buy |
$1K – $15K |
— |
Jan 11, 2024 |
filing ↗ |
|
Xavier Becerra
EXEC
|
OIEIX
U.S. Brokerage Account: JPMorgan Equity Income Fund Class A Shares
|
Buy |
$1K – $15K |
— |
Jan 11, 2024 |
filing ↗ |
|
Xavier Becerra
EXEC
|
WSHFX
U.S. Brokerage Account: Washington Mutual Investors Fund Class F1 Shares
|
Buy |
$1K – $15K |
— |
Jan 11, 2024 |
filing ↗ |
|
Xavier Becerra
EXEC
|
OLGAX
U.S. Brokerage Account: JPMorgan Large Cap Growth Fund Class A Shares
|
Buy |
$1K – $15K |
— |
Jan 11, 2024 |
filing ↗ |
|
Jennifer Granholm
EXEC
|
JNOSX
Janus Henderson Overseas Fund
|
Sell |
$15K – $50K |
Self |
Jan 11, 2024 |
33d late filing ↗ |
|
Jennifer Granholm
EXEC
|
JNRFX
Janus Henderson Research Fund
|
Sell |
$15K – $50K |
Self |
Jan 11, 2024 |
33d late filing ↗ |
|
Stacey Dixon
EXEC
|
AOA
ISHARES CORE AGGRESSIVE ALLO
|
Sell |
$50K – $100K |
Self |
Jan 11, 2024 |
393d late filing ↗ |
|
Stacey Dixon
EXEC
|
AOA
ISHARES CORE AGGRESSIVE ALLO
|
Sell |
$1K – $15K |
Self |
Jan 11, 2024 |
393d late filing ↗ |
|
Stacey Dixon
EXEC
|
MIAYX
AMERICAN MULTI SECTOR INC F2
|
Buy |
$1K – $15K |
Self |
Jan 11, 2024 |
393d late filing ↗ |
|
Stacey Dixon
EXEC
|
ANBFX
AMERICAN STRATEGIC BOND F2
|
Buy |
$1K – $15K |
Self |
Jan 11, 2024 |
393d late filing ↗ |
|
Stacey Dixon
EXEC
|
ABNFX
AMERICAN BD FD OF AMERICA F2
|
Buy |
$1K – $15K |
Self |
Jan 11, 2024 |
393d late filing ↗ |
|
Stacey Dixon
EXEC
|
GFFFX
AMERICAN GW FD OF AMERICA F2
|
Buy |
$1K – $15K |
Self |
Jan 11, 2024 |
393d late filing ↗ |
|
Stacey Dixon
EXEC
|
SMCFX
AMERICAN SMALL CAP WORLD F2
|
Buy |
$1K – $15K |
Self |
Jan 11, 2024 |
393d late filing ↗ |
|
Stacey Dixon
EXEC
|
WGIFX
AMERICAN CAP WRLD GR & INC F2
|
Buy |
$1K – $15K |
Self |
Jan 11, 2024 |
393d late filing ↗ |
|
Stacey Dixon
EXEC
|
CAIFX
AMERICAN CAP INC BUILDER F2
|
Buy |
$1K – $15K |
Self |
Jan 11, 2024 |
393d late filing ↗ |
|
Stacey Dixon
EXEC
|
AMBFX
AMERICAN BALANCED F2
|
Buy |
$1K – $15K |
Self |
Jan 11, 2024 |
393d late filing ↗ |
|
Stacey Dixon
EXEC
|
ICAFX
AMERICAN INV CO OF AMER F2
|
Buy |
$15K – $50K |
Self |
Jan 11, 2024 |
393d late filing ↗ |
|
Nuria Fernandez
EXEC
|
UNH
UnitedHealth Group, Inc.
|
Sell |
$1K – $15K |
Self |
Jan 10, 2024 |
25d late filing ↗ |
|
Nuria Fernandez
EXEC
|
HCA
HCA Healthcare, Inc.
|
Buy |
$1K – $15K |
Self |
Jan 10, 2024 |
25d late filing ↗ |
|
Markwayne Mullin
R · OK
|
OK ST Capitol Impt Auth ST Highway Rate/Coupon: 5.0% Matures: 07/01/2025
|
Buy |
$50K – $100K |
Joint |
Jan 10, 2024 |
535d late filing ↗ |
|
Markwayne Mullin
R · OK
|
Oklahoma St Dev Fin Auth Hlths Rev Rate/Coupon: 5.0% Matures: 08/15/31
|
Sell (partial) |
$50K – $100K |
Self |
Jan 10, 2024 |
535d late filing ↗ |
|
Michael Whitaker
EXEC
|
GOOGL
Alphabet, Inc. Class A
|
Sell |
$50K – $100K |
Self |
Jan 9, 2024 |
27d late filing ↗ |
|
Michael Whitaker
EXEC
|
MSFT
Microsoft Corp.
|
Sell |
$15K – $50K |
Self |
Jan 9, 2024 |
27d late filing ↗ |
|
John W. Hickenlooper
D · CO
|
SDZNY - Sandoz Group AG
|
Sell |
$1K – $15K |
Self |
Jan 9, 2024 |
447d late filing ↗ |
|
Michael Whitaker
EXEC
|
ANRA Technologies
|
Sell |
$15K – $50K |
Self |
Jan 8, 2024 |
28d late filing ↗ |
|
Jennifer Granholm
EXEC
|
RSP
Invesco S&P 500 Equal Weight ETF
|
Buy |
$15K – $50K |
Self |
Jan 5, 2024 |
39d late filing ↗ |